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Apple Inc (AAPL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares375,209,568 from 371,336,543
Change+3,873,025 (+1%)
Value$124.7B (+$17.5B)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares89,084,228 from 88,383,551
Change+700,677 (+1%)
Value$29.7B (+$4.1B)
Filed 2026-11-05
Amundi
INCREASED
Shares74,449,215 from 70,758,208
Change+3,691,007 (+5%)
Value$24.8B (+$4.3B)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares59,679,250 from 59,504,383
Change+174,867 (+0%)
Value$19.9B (+$2.7B)
Filed 2026-11-04
Fisher Asset Management, LLC
INCREASED
Shares58,446,275 from 57,610,104
Change+836,171 (+1%)
Value$19.5B (+$2.8B)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares38,666,683 from 36,594,139
Change+2,072,544 (+6%)
Value$12.9B (+$2.3B)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares32,337,169 from 33,282,687
Change-945,518 (-3%)
Value$10.8B (+$1.1B)
Filed 2026-10-29
Barclays PLC
DECREASED
Shares24,783,439 from 30,484,239
Change-5,700,800 (-19%)
Value$8.3B (-$567.5M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares24,770,389 from 24,255,694
Change+514,695 (+2%)
Value$8.2B (+$1.2B)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares23,559,555 from 25,292,659
Change-1,733,104 (-7%)
Value$7.8B (+$527.1M)
Filed 2026-11-04
Swedbank AB
INCREASED
Shares20,675,854 from 20,218,567
Change+457,287 (+2%)
Value$6.9B (+$1.0B)
Filed 2026-10-27
Principal Financial Group Inc
DECREASED
Shares20,592,401 from 21,451,663
Change-859,262 (-4%)
Value$6.9B (+$650.4M)
Filed 2026-11-02
Assenagon Asset Management S.A.
INCREASED
Shares19,313,956 from 15,411,716
Change+3,902,240 (+25%)
Value$6.4B (+$2.0B)
Filed 2026-10-15
PNC Financial Services Group, Inc.
DECREASED
Shares18,717,756 from 18,799,774
Change-82,018 (0%)
Value$6.2B (+$793.5M)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares15,978,415 from 16,687,359
Change-708,944 (-4%)
Value$5.3B (+$509.4M)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED
Shares14,548,012 from 14,715,259
Change-167,247 (-1%)
Value$4.8B (+$586.8M)
Filed 2026-10-20
Creative Planning
INCREASED
Shares12,932,421 from 12,407,426
Change+524,995 (+4%)
Value$4.3B (+$716.5M)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
INCREASED
Shares11,583,854 from 10,885,083
Change+698,771 (+6%)
Value$3.8B (+$3.8B)
Filed 2026-10-27
New York State Teachers Retirement System
DECREASED
Shares10,836,904 from 11,348,392
Change-511,488 (-5%)
Value$3.6B (+$325.1M)
Filed 2026-10-22
Sanders Capital, LLC
DECREASED
Shares10,484,052 from 10,528,191
Change-44,139 (0%)
Value$3.5B (+$445.0M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares9,971,337 from 10,064,743
Change-93,406 (-1%)
Value$3.3B (+$408.3M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares8,906,357 from 8,953,299
Change-46,942 (-1%)
Value$3.0B (+$375.3M)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares8,895,156 from 8,875,771
Change+19,385 (+0%)
Value$3.0B (+$394.0M)
Filed 2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares8,797,716 from 8,905,195
Change-107,479 (-1%)
Value$2.9B (+$353.0M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares8,522,031 from 7,855,520
Change+666,511 (+8%)
Value$2.8B (+$564.9M)
Filed 2026-11-03
Pictet Asset Management Holding SA
DECREASED
Shares8,481,906 from 8,751,626
Change-269,720 (-3%)
Value$2.8B (+$292.3M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares8,049,825 from 8,527,911
Change-478,086 (-6%)
Value$2.7B (+$213.1M)
Filed 2026-11-02
ProShare Advisors LLC
INCREASED
Shares7,731,105 from 7,583,023
Change+148,082 (+2%)
Value$2.6B (+$380.4M)
Filed 2026-10-29
KBC Group NV
DECREASED
Shares7,613,823 from 8,322,700
Change-708,877 (-9%)
Value$2.5B (+$127.3M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,085,219 from 6,393,572
Change+691,647 (+11%)
Value$2.2B (+$371.8M)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares7,026,281 from 6,875,531
Change+150,750 (+2%)
Value$2.3B (+$350.4M)
Filed 2026-10-30
Asset Management One Co., Ltd.
INCREASED
Shares6,829,769 from 6,707,060
Change+122,709 (+2%)
Value$2.3B (+$333.7M)
Filed 2026-10-27
Daiwa Securities Group Inc.
DECREASED
Shares6,727,906 from 8,151,914
Change-1,424,008 (-17%)
Value$2.2B (-$118.3M)
Filed 2026-10-29
Eurizon Capital SGR S.p.A.
DECREASED
Shares6,645,436 from 6,813,812
Change-168,376 (-2%)
Value$2.2B (+$247.6M)
Filed 2026-11-06
Neos Investment Management LLC
INCREASED
Shares6,277,734 from 5,529,231
Change+748,503 (+14%)
Value$2.1B (+$490.7M)
Filed 2026-11-04
Cardano Risk Management B.V.
INCREASED
Shares5,855,505 from 4,345,511
Change+1,509,994 (+35%)
Value$2.0B (+$692.6M)
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares5,705,753 from 5,665,114
Change+40,639 (+1%)
Value$1.9B (+$264.4M)
Filed 2026-10-29
Nykredit A/S
INCREASED
Shares5,547,379 from 5,339,801
Change+207,578 (+4%)
Value$1.8B (+$302.3M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares5,498,063 from 5,036,332
Change+461,731 (+9%)
Value$1.8B (+$333.5M)
Filed 2026-11-04
King Luther Capital Management Corp
DECREASED
Shares5,334,853 from 5,515,276
Change-180,423 (-3%)
Value$1.8B (+$180.7M)
Filed 2026-11-05
Retirement Systems of Alabama
INCREASED
Shares5,314,048 from 5,179,441
Change+134,607 (+3%)
Value$1.8B (+$271.0M)
Filed 2026-11-04
SEB Asset Management AB
INCREASED
Shares5,274,976 from 4,994,409
Change+280,567 (+6%)
Value$1.8B (+$311.5M)
Filed 2026-11-04
CIBC Asset Management Inc
INCREASED
Shares5,174,193 from 5,060,516
Change+113,677 (+2%)
Value$1.7B (+$258.4M)
Filed 2026-11-05
UniSuper Management Pty Ltd
INCREASED
Shares4,832,331 from 4,333,567
Change+498,764 (+12%)
Value$1.6B (+$355.3M)
Filed 2026-10-26
State of New Jersey Common Pension Fund D
DECREASED
Shares4,743,521 from 4,747,977
Change-4,456 (0%)
Value$1.6B (+$205.8M)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares4,677,190 from 4,752,770
Change-75,580 (-2%)
Value$1.5B (+$101.0M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares4,564,598 from 4,684,348
Change-119,750 (-3%)
Value$1.5B (+$164.6M)
Filed 2026-11-04
Strs Ohio
DECREASED
Shares4,555,206 from 4,861,928
Change-306,722 (-6%)
Value$1.5B (+$110.1M)
Filed 2026-10-30
Ninety One UK Ltd
DECREASED
Shares4,553,396 from 4,900,383
Change-346,987 (-7%)
Value$1.5B (+$98.4M)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares4,284,185 from 4,362,491
Change-78,306 (-2%)
Value$1.4B (+$164.4M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares4,260,941 from 4,248,696
Change+12,245 (+0%)
Value$1.4B (+$158.3M)
Filed 2026-10-16
Swiss Life Asset Management Ltd
DECREASED
Shares4,247,471 from 4,489,649
Change-242,178 (-5%)
Value$1.4B (+$115.4M)
Filed 2026-11-03
Czech National Bank
INCREASED
Shares4,193,259 from 4,180,584
Change+12,675 (+0%)
Value$1.4B (+$186.7M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares4,115,235 from 4,073,733
Change+41,502 (+1%)
Value$1.4B (+$191.7M)
Filed 2026-11-03
Everett Harris & Co
DECREASED
Shares4,060,404 from 4,086,992
Change-26,588 (-1%)
Value$1.4B (+$169.6M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares4,044,965 from 3,803,588
Change+241,377 (+6%)
Value$1.3B (+$245.8M)
Filed 2026-11-04
Calamos Advisors LLC
INCREASED
Shares3,984,620 from 3,925,539
Change+59,081 (+2%)
Value$1.3B (+$191.1M)
Filed 2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares3,908,828 from 4,147,208
Change-238,380 (-6%)
Value$1.3B (+$101.7M)
Filed 2026-10-15
Nisa Investment Advisors, LLC
DECREASED
Shares3,785,878 from 3,852,360
Change-66,482 (-2%)
Value$1.3B (+$146.1M)
Filed 2026-10-20
State of Michigan Retirement System
DECREASED
Shares3,736,499 from 3,830,399
Change-93,900 (-2%)
Value$1.2B (+$136.0M)
Filed 2026-10-27
Xponance LLC
INCREASED
Shares3,663,321 from 3,521,915
Change+141,406 (+4%)
Value$1.2B (+$200.9M)
Filed 2026-11-03
Candriam S.C.A.
DECREASED
Shares3,545,932 from 3,632,097
Change-86,165 (-2%)
Value$1.2B (+$135.2M)
Filed 2026-11-03
IFM Investors Pty Ltd
INCREASED
Shares3,465,471 from 3,356,844
Change+108,627 (+3%)
Value$1.2B (+$182.7M)
Filed 2026-10-14
Parnassus Investments, LLC
DECREASED
Shares3,422,925 from 4,318,250
Change-895,325 (-21%)
Value$1.1B (-$109.6M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares3,291,382 from 2,979,038
Change+312,344 (+10%)
Value$1.1B (+$234.1M)
Filed 2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares3,224,352 from 3,244,038
Change-19,686 (-1%)
Value$1.1B (+$135.1M)
Filed 2026-11-03
AMF Tjanstepension AB
DECREASED
Shares3,191,341 from 3,258,851
Change-67,510 (-2%)
Value$1.1B (+$119.8M)
Filed 2026-10-22
Virginia Retirement Systems ET Al
DECREASED
Shares3,151,315 from 3,245,235
Change-93,920 (-3%)
Value$1.0B (+$110.4M)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares3,136,607 from 3,088,319
Change+48,288 (+2%)
Value$1.0B (+$150.9M)
Filed 2026-10-21
Rakuten Investment Management, Inc.
NEW
Shares3,087,376
Change+3,087,376
Value$1.0B
Filed 2026-10-30
Gateway Investment Advisers LLC
INCREASED
Shares2,906,377 from 2,692,457
Change+213,920 (+8%)
Value$967.9M (+$188.8M)
Filed 2026-10-13
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares2,847,703 from 2,902,190
Change-54,487 (-2%)
Value$948.3M (+$108.6M)
Filed 2026-10-19
Cincinnati Financial Corp
UNCHANGED
Shares2,797,016 from 2,797,016
Change0 (0%)
Value$931.5M (+$122.1M)
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares2,771,580 from 2,717,869
Change+53,711 (+2%)
Value$923.0M (+$136.5M)
Filed 2026-11-02
Amalgamated Bank
DECREASED
Shares2,735,339 from 2,811,845
Change-76,506 (-3%)
Value$910.9M (+$97.3M)
Filed 2026-10-23
Alecta Tjanstepension Omsesidigt
UNCHANGED
Shares2,656,000 from 2,656,000
Change0 (0%)
Value$884.5M (+$116.7M)
Filed 2026-11-02
Achmea Investment Management B.V.
NEW
Shares2,481,505
Change+2,481,505
Value$827.0M
Filed 2026-10-30
Fort Washington Investment Advisors Inc
DECREASED
Shares2,451,307 from 2,549,295
Change-97,988 (-4%)
Value$816.3M (+$78.7M)
Filed 2026-10-15
OP Asset Management Ltd
INCREASED
Shares2,448,240 from 1,903,737
Change+544,503 (+29%)
Value$815.3M (+$264.4M)
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares2,406,363 from 2,368,177
Change+38,186 (+2%)
Value$801.4M (+$116.1M)
Filed 2026-10-20
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares2,401,655 from 2,459,559
Change-57,904 (-2%)
Value$799.8M (+$88.1M)
Filed 2026-10-30
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares2,357,755 from 2,666,876
Change-309,121 (-12%)
Value$781.7M (+$13.7M)
Filed 2026-10-22
OFI Invest Asset Management
INCREASED
Shares2,290,030 from 1,917,412
Change+372,618 (+19%)
Value$675.1M (+$186.7M)
Filed 2026-11-06
ABN Amro Investment Solutions
INCREASED
Shares2,277,466 from 2,042,718
Change+234,748 (+11%)
Value$758.4M (+$167.4M)
Filed 2026-10-21
New York Life Investment Management LLC
DECREASED
Shares2,267,879 from 2,319,660
Change-51,781 (-2%)
Value$755.2M (+$84.0M)
Filed 2026-11-04
Compagnie Lombard Odier SCmA
INCREASED
Shares2,247,025 from 2,231,303
Change+15,722 (+1%)
Value$748.3M (+$102.7M)
Filed 2026-11-04
ASR Vermogensbeheer N.V.
INCREASED
Shares2,216,034 from 2,132,986
Change+83,048 (+4%)
Value$738.0M (+$120.8M)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED
Shares2,192,609 from 2,289,143
Change-96,534 (-4%)
Value$730.2M (+$67.8M)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares1,935,701 from 1,767,359
Change+168,342 (+10%)
Value$560.1M (+$48.7M)
Filed 2026-11-06
Aegon Asset Management UK PLC
DECREASED
Shares1,890,245 from 2,028,498
Change-138,253 (-7%)
Value$629.5M (+$42.5M)
Filed 2026-11-04
Cullen T Bankers, Inc.
DECREASED
Shares1,866,546 from 1,882,904
Change-16,358 (-1%)
Value$621.6M (+$76.8M)
Filed 2026-10-28
Sustainable Growth Advisers, LP
INCREASED
Shares1,864,370 from 1,747,382
Change+116,988 (+7%)
Value$620.9M (+$115.3M)
Filed 2026-10-15
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares1,829,755 from 1,829,755
Change0 (0%)
Value$609.3M (+$79.9M)
Filed 2026-10-30
Savant Capital, LLC
INCREASED
Shares1,822,919 from 1,223,022
Change+599,897 (+49%)
Value$607.1M (+$245.1M)
Filed 2026-11-06
Great Lakes Advisors, LLC
INCREASED
Shares1,807,578 from 1,676,079
Change+131,499 (+8%)
Value$602.0M (+$117.0M)
Filed 2026-11-06
Oregon Public Employees Retirement Fund
DECREASED
Shares1,794,354 from 1,805,912
Change-11,558 (-1%)
Value$597.6M (+$75.0M)
Filed 2026-10-30
Mn Services Vermogensbeheer B.V.
INCREASED
Shares1,770,526 from 1,750,426
Change+20,100 (+1%)
Value$589.6M (+$83.1M)
Filed 2026-10-08
State of Alaska, Department of Revenue
DECREASED
Shares1,742,278 from 1,795,685
Change-53,407 (-3%)
Value$580.2M (+$60.6M)
Filed 2026-10-15
Vontobel Holding Ltd.
INCREASED
Shares1,737,232 from 1,657,606
Change+79,626 (+5%)
Value$578.5M (+$98.9M)
Filed 2026-10-16
Sarasin & Partners LLP
DECREASED
Shares1,722,690 from 1,847,698
Change-125,008 (-7%)
Value$573.7M (+$39.0M)
Filed 2026-10-13
Ethic Inc.
INCREASED
Shares1,715,564 from 1,616,480
Change+99,084 (+6%)
Value$571.3M (+$103.6M)
Filed 2026-11-03
Yarbrough Capital, LLC
DECREASED
Shares1,696,980 from 1,744,835
Change-47,855 (-3%)
Value$565.1M (+$60.2M)
Filed 2026-10-19
HB Wealth Management, LLC
INCREASED
Shares1,674,087 from 1,596,965
Change+77,122 (+5%)
Value$557.5M (+$95.4M)
Filed 2026-10-23
Welch & Forbes LLC
DECREASED
Shares1,643,333 from 1,662,845
Change-19,512 (-1%)
Value$547.3M (+$66.1M)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares1,632,205 from 1,635,359
Change-3,154 (0%)
Value$543.6M (+$70.3M)
Filed 2026-11-05
Factory Mutual Insurance Co
DECREASED
Shares1,627,971 from 1,718,721
Change-90,750 (-5%)
Value$542.1M (+$44.8M)
Filed 2026-10-30
Congress Asset Management Co
DECREASED
Shares1,594,177 from 1,609,746
Change-15,569 (-1%)
Value$530.9M (+$65.1M)
Filed 2026-10-06
Mutual of America Capital Management LLC
DECREASED
Shares1,566,404 from 1,587,153
Change-20,749 (-1%)
Value$521.6M (+$62.4M)
Filed 2026-10-23
Raiffeisen Bank International AG
INCREASED
Shares1,506,592 from 1,426,298
Change+80,294 (+6%)
Value$496.3M (+$94.4M)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares1,469,533 from 1,500,901
Change-31,368 (-2%)
Value$489.4M (+$55.1M)
Filed 2026-10-28
Yousif Capital Management, LLC
DECREASED
Shares1,462,052 from 1,473,602
Change-11,550 (-1%)
Value$486.9M (+$60.5M)
Filed 2026-10-22
HUB Investment Partners, LLC
DECREASED
Shares1,456,840 from 1,491,397
Change-34,557 (-2%)
Value$485.2M (+$53.6M)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares1,454,798 from 1,432,536
Change+22,262 (+2%)
Value$484.5M (+$70.0M)
Filed 2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares1,430,390 from 1,446,076
Change-15,686 (-1%)
Value$476.3M (+$57.9M)
Filed 2026-10-23
Davenport & Co LLC
DECREASED
Shares1,428,287 from 1,489,720
Change-61,433 (-4%)
Value$474.9M (+$45.4M)
Filed 2026-10-14
GF Fund Management Co. Ltd.
DECREASED
Shares1,421,336 from 1,423,923
Change-2,587 (0%)
Value$473.3M (+$61.3M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares1,404,218 from 1,133,468
Change+270,750 (+24%)
Value$462.3M (+$139.0M)
Filed 2026-10-16
Natixis
DECREASED
Shares1,398,723 from 2,632,533
Change-1,233,810 (-47%)
Value$465.8M (-$295.9M)
Filed 2026-11-06
Boston Trust Walden Corp
DECREASED
Shares1,388,236 from 1,452,559
Change-64,323 (-4%)
Value$462.3M (+$42.0M)
Filed 2026-10-30
Crestwood Advisors Group, LLC
DECREASED
Shares1,349,871 from 1,369,680
Change-19,809 (-1%)
Value$449.5M (+$53.2M)
Filed 2026-10-27
Lazard Freres Gestion S.A.S.
DECREASED
Shares1,344,345 from 1,355,839
Change-11,494 (-1%)
Value$447.7M (+$55.4M)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares1,337,123 from 1,219,742
Change+117,381 (+10%)
Value$445.3M (+$92.3M)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
DECREASED
Shares1,314,606 from 1,387,665
Change-73,059 (-5%)
Value$437.8M (+$36.3M)
Filed 2026-10-05
Citizens Financial Group Inc
DECREASED
Shares1,306,987 from 1,356,311
Change-49,324 (-4%)
Value$435.3M (+$42.8M)
Filed 2026-10-23
iA Global Asset Management Inc.
DECREASED
Shares1,299,061 from 1,316,462
Change-17,401 (-1%)
Value$432.6M (+$51.7M)
Filed 2026-10-29
Exchange Traded Concepts, LLC
INCREASED
Shares1,278,737 from 770,788
Change+507,949 (+66%)
Value$425.8M (+$202.8M)
Filed 2026-10-28
Union Bancaire Privee, UBP SA
DECREASED
Shares1,277,569 from 1,278,349
Change-780 (0%)
Value$416.8M (+$57.3M)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares1,244,810 from 1,075,763
Change+169,047 (+16%)
Value$414.5M (+$103.5M)
Filed 2026-10-08
Crossmark Global Holdings, Inc.
DECREASED
Shares1,238,134 from 1,291,247
Change-53,113 (-4%)
Value$412.3M (+$38.7M)
Filed 2026-10-21
Avanza Fonder AB
INCREASED
Shares1,233,367 from 1,114,566
Change+118,801 (+11%)
Value$410.7M (+$88.2M)
Filed 2026-10-13
Border to Coast Pensions Partnership Ltd
INCREASED
Shares1,228,875 from 1,213,399
Change+15,476 (+1%)
Value$408.6M (+$57.8M)
Filed 2026-10-09
Markel Group Inc.
UNCHANGED
Shares1,227,290 from 1,227,290
Change0 (0%)
Value$408.7M (+$53.6M)
Filed 2026-10-30
Quilter Plc
DECREASED
Shares1,219,129 from 1,224,288
Change-5,159 (0%)
Value$406.0M (+$51.7M)
Filed 2026-10-21
Pinnacle Associates LTD
DECREASED
Shares1,203,737 from 1,212,707
Change-8,970 (-1%)
Value$400.9M (+$50.0M)
Filed 2026-10-20
Eastern Bank
INCREASED
Shares1,173,537 from 1,165,437
Change+8,100 (+1%)
Value$390.8M (+$53.6M)
Filed 2026-10-05
Sapient Capital LLC
DECREASED
Shares1,153,295 from 1,155,718
Change-2,423 (0%)
Value$384.1M (+$49.7M)
Filed 2026-10-08
Gulf International Bank (UK) Ltd
INCREASED
Shares1,142,142 from 1,135,642
Change+6,500 (+1%)
Value$380.4M (+$51.7M)
Filed 2026-10-20
LBP AM SA
DECREASED
Shares1,135,977 from 1,355,303
Change-219,326 (-16%)
Value$378.3M (-$13.9M)
Filed 2026-11-06
Illinois Municipal Retirement Fund
DECREASED
Shares1,120,521 from 1,127,449
Change-6,928 (-1%)
Value$373.2M (+$46.9M)
Filed 2026-11-05
UMB Bank, n.a.
DECREASED
Shares1,116,808 from 1,160,739
Change-43,931 (-4%)
Value$371.9M (+$36.0M)
Filed 2026-11-06
Oppenheimer & Co Inc
DECREASED
Shares1,096,095 from 1,132,169
Change-36,074 (-3%)
Value$365.0M (+$37.4M)
Filed 2026-10-26
Glenview Trust Co
DECREASED
Shares1,092,934 from 1,099,172
Change-6,238 (-1%)
Value$364.0M (+$45.9M)
Filed 2026-10-28
Perigon Wealth Management, LLC
DECREASED
Shares1,090,415 from 1,136,862
Change-46,447 (-4%)
Value$363.1M (+$34.2M)
Filed 2026-10-22
Vise Technologies, Inc.
NEW
Shares1,082,781
Change+1,082,781
Value$360.6M
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares1,072,334 from 1,003,424
Change+68,910 (+7%)
Value$357.1M (+$66.8M)
Filed 2026-11-03
Eagle Global Advisors LLC
DECREASED
Shares1,067,541 from 1,069,203
Change-1,662 (0%)
Value$355.5M (+$46.1M)
Filed 2026-11-02
Retirement Planning Group, LLC
INCREASED
Shares1,056,547 from 161,007
Change+895,540 (+556%)
Value$56.1M (+$9.5M)
Filed 2026-10-19
Louisiana State Employees Retirement System
DECREASED
Shares1,050,900 from 1,092,700
Change-41,800 (-4%)
Value$350.0M (+$33.8M)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares1,045,814 from 1,065,235
Change-19,421 (-2%)
Value$348.3M (+$40.0M)
Filed 2026-11-05
Clearstead Advisors, LLC
DECREASED
Shares1,022,994 from 1,030,593
Change-7,599 (-1%)
Value$340.7M (+$42.5M)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED
Shares1,009,925 from 1,011,311
Change-1,386 (0%)
Value$336.3M (+$43.7M)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares1,005,620 from 1,021,202
Change-15,582 (-2%)
Value$334.9M (+$39.4M)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares997,894 from 937,349
Change+60,545 (+6%)
Value$332.3M (+$61.1M)
Filed 2026-10-23
Independent Investors Inc
DECREASED
Shares991,139 from 1,027,983
Change-36,844 (-4%)
Value$330.1M (+$32.6M)
Filed 2026-10-30
Prospera Financial Services Inc
INCREASED
Shares977,009 from 843,779
Change+133,230 (+16%)
Value$336.8M (+$92.6M)
Filed 2026-11-04
Alphinity Investment Management Pty Ltd
DECREASED
Shares974,599 from 1,780,158
Change-805,559 (-45%)
Value$324.6M (-$190.5M)
Filed 2026-11-02
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares962,504 from 888,448
Change+74,056 (+8%)
Value$320.5M (+$63.5M)
Filed 2026-11-06
Baker Avenue Asset Management, LP
INCREASED
Shares960,551 from 953,727
Change+6,824 (+1%)
Value$319.9M (+$43.9M)
Filed 2026-11-06
Flossbach VON Storch SE
DECREASED
Shares960,298 from 3,214,624
Change-2,254,326 (-70%)
Value$319.8M (-$610.4M)
Filed 2026-10-28
Busey Bank
DECREASED
Shares944,796 from 953,415
Change-8,619 (-1%)
Value$314.6M (+$38.8M)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares932,334 from 968,308
Change-35,974 (-4%)
Value$310.5M (+$30.3M)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares930,737 from 1,211,951
Change-281,214 (-23%)
Value$310.0M (-$40.7M)
Filed 2026-10-15
Central Trust Co
DECREASED
Shares930,692 from 956,845
Change-26,153 (-3%)
Value$309.9M (+$33.1M)
Filed 2026-11-05
Salem Investment Counselors Inc
DECREASED
Shares928,683 from 933,415
Change-4,732 (-1%)
Value$309.3M (+$39.2M)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares918,925 from 861,390
Change+57,535 (+7%)
Value$306.0M (+$56.8M)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares917,889 from 909,913
Change+7,976 (+1%)
Value$305.7M (+$42.4M)
Filed 2026-10-28
M&G Plc
DECREASED
Shares893,583 from 993,209
Change-99,626 (-10%)
Value$297.6M (+$10.5M)
Filed 2026-11-04
Maryland State Retirement & Pension System
INCREASED
Shares884,709 from 777,141
Change+107,568 (+14%)
Value$294.6M (+$69.8M)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares861,010 from 859,143
Change+1,867 (+0%)
Value$286.7M (+$38.1M)
Filed 2026-11-04
BSN Capital Partners Ltd
INCREASED
Shares850,000 from 575,000
Change+275,000 (+48%)
Value$276.1M (+$107.6M)
Filed 2026-10-23
SteelPeak Wealth, LLC
DECREASED
Shares844,670 from 952,871
Change-108,201 (-11%)
Value$281.3M (+$5.6M)
Filed 2026-10-16
E. Ohman J:or Asset Management AB
DECREASED
Shares834,903 from 850,401
Change-15,498 (-2%)
Value$278.0M (+$32.0M)
Filed 2026-10-22
Fishman JAY A LTD
DECREASED
Shares832,849 from 882,533
Change-49,684 (-6%)
Value$277.4M (+$22.0M)
Filed 2026-10-26
Calamos Wealth Management LLC
INCREASED
Shares822,527 from 811,808
Change+10,719 (+1%)
Value$273.9M (+$39.0M)
Filed 2026-11-02
KCM Investment Advisors LLC
DECREASED
Shares818,997 from 830,626
Change-11,629 (-1%)
Value$272.7M (+$32.4M)
Filed 2026-10-27
Bailard, Inc.
DECREASED
Shares817,787 from 826,569
Change-8,782 (-1%)
Value$272.3M (+$33.2M)
Filed 2026-10-13
Hartford Investment Management Co
DECREASED
Shares781,251 from 812,000
Change-30,749 (-4%)
Value$260.2M (+$25.2M)
Filed 2026-11-04
Bokf, NA
DECREASED
Shares744,482 from 778,964
Change-34,482 (-4%)
Value$247.9M (+$22.5M)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED
Shares743,378 from 752,997
Change-9,619 (-1%)
Value$247.6M (+$29.7M)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED
Shares742,579 from 766,662
Change-24,083 (-3%)
Value$247.3M (+$25.5M)
Filed 2026-10-20
Adams Diversified Equity Fund, Inc.
DECREASED
Shares738,300 from 760,200
Change-21,900 (-3%)
Value$245.9M (+$25.9M)
Filed 2026-10-21
First Citizens Bank & Trust Co
INCREASED
Shares738,247 from 661,495
Change+76,752 (+12%)
Value$245.9M (+$54.4M)
Filed 2026-10-14
Modera Wealth Management, LLC
DECREASED
Shares729,976 from 743,742
Change-13,766 (-2%)
Value$243.1M (+$27.9M)
Filed 2026-10-28
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares729,060 from 762,280
Change-33,220 (-4%)
Value$242.8M (+$22.4M)
Filed 2026-10-21
New Mexico Educational Retirement Board
DECREASED
Shares726,645 from 730,545
Change-3,900 (-1%)
Value$242.0M (+$30.6M)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares702,421 from 674,862
Change+27,559 (+4%)
Value$233.9M (+$38.6M)
Filed 2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares697,811 from 643,815
Change+53,996 (+8%)
Value$232.4M (+$46.1M)
Filed 2026-10-26
Country Trust Bank
DECREASED
Shares697,438 from 734,000
Change-36,562 (-5%)
Value$232.3M (+$19.9M)
Filed 2026-10-30
Tokio Marine Asset Management Co LTD
INCREASED
Shares696,192 from 683,191
Change+13,001 (+2%)
Value$231.8M (+$34.2M)
Filed 2026-10-26
Braun Stacey Associates Inc
INCREASED
Shares677,007 from 664,904
Change+12,103 (+2%)
Value$225.5M (+$33.1M)
Filed 2026-10-19
Americana Partners, LLC
DECREASED
Shares669,552 from 682,459
Change-12,907 (-2%)
Value$223.0M (+$25.5M)
Filed 2026-10-28
Nicholas Company, Inc.
DECREASED
Shares662,320 from 662,695
Change-375 (0%)
Value$220.6M (+$28.8M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares661,156 from 587,164
Change+73,992 (+13%)
Value$220.4M (+$50.5M)
Filed 2026-11-05
Florida Trust Wealth Management Co
DECREASED
Shares652,835 from 665,009
Change-12,174 (-2%)
Value$217.4M (+$25.0M)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares650,824 from 620,743
Change+30,081 (+5%)
Value$216.7M (+$37.1M)
Filed 2026-10-27
Parsons Capital Management Inc
INCREASED
Shares650,686 from 649,728
Change+958 (+0%)
Value$216.7M (+$28.7M)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares647,330 from 590,605
Change+56,725 (+10%)
Value$215.6M (+$44.7M)
Filed 2026-11-03
Heritage Investors Management Corp
DECREASED
Shares636,119 from 673,254
Change-37,135 (-6%)
Value$211.8M (+$17.0M)
Filed 2026-10-29
First American Bank
DECREASED
Shares634,043 from 641,048
Change-7,005 (-1%)
Value$211.1M (+$25.7M)
Filed 2026-10-27
Roffman Miller Associates Inc
INCREASED
Shares633,475 from 456,155
Change+177,320 (+39%)
Value$147.6M (+$15.6M)
Filed 2026-10-19
Henshaw Capital LLC
DECREASED
Shares631,638 from 631,639
Change-1 (0%)
Value$210.3M (+$27.6M)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares626,806 from 613,031
Change+13,775 (+2%)
Value$208.7M (+$31.4M)
Filed 2026-10-26
Northeast Investment Management
DECREASED
Shares622,666 from 630,130
Change-7,464 (-1%)
Value$207.4M (+$25.0M)
Filed 2026-10-30
Clifford Swan Investment Counsel LLC
DECREASED
Shares622,423 from 637,332
Change-14,909 (-2%)
Value$207.3M (+$22.9M)
Filed 2026-11-05
Brighton Jones LLC
INCREASED
Shares615,978 from 579,657
Change+36,321 (+6%)
Value$205.1M (+$37.4M)
Filed 2026-11-03
Local Pensions Partnership Investment Ltd
UNCHANGED
Shares614,293 from 614,293
Change0 (0%)
Value$204.6M (+$27.0M)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares612,731 from 642,937
Change-30,206 (-5%)
Value$204.1M (+$18.0M)
Filed 2026-10-05
Signaturefd, LLC
INCREASED
Shares611,917 from 593,764
Change+18,153 (+3%)
Value$203.8M (+$32.0M)
Filed 2026-10-23
Greenleaf Trust
DECREASED
Shares608,943 from 625,953
Change-17,010 (-3%)
Value$202.8M (+$21.7M)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares605,176 from 611,989
Change-6,813 (-1%)
Value$201.5M (+$24.5M)
Filed 2026-10-28
Carnegie Investment Counsel
DECREASED
Shares599,417 from 607,488
Change-8,071 (-1%)
Value$199.6M (+$23.8M)
Filed 2026-10-20
Generali Asset Management SPA SGR
INCREASED
Shares597,072 from 571,445
Change+25,627 (+4%)
Value$198.8M (+$33.5M)
Filed 2026-10-26
Patten & Patten Inc
DECREASED
Shares595,685 from 613,022
Change-17,337 (-3%)
Value$198.4M (+$21.0M)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares595,439 from 609,042
Change-13,603 (-2%)
Value$198.3M (+$22.1M)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares593,053 from 776,404
Change-183,351 (-24%)
Value$197.5M (-$27.2M)
Filed 2026-11-04
J. Safra Sarasin Holding AG
DECREASED
Shares592,524 from 604,536
Change-12,012 (-2%)
Value$177.6M (+$11.9M)
Filed 2026-10-26
Mogy Joel R Investment Counsel Inc
DECREASED
Shares587,528 from 590,640
Change-3,112 (-1%)
Value$195.7M (+$24.8M)
Filed 2026-10-13
Old National Bancorp
DECREASED
Shares586,678 from 599,399
Change-12,721 (-2%)
Value$195.4M (+$21.9M)
Filed 2026-10-20
Traynor Capital Management, Inc.
INCREASED
Shares586,575 from 583,453
Change+3,122 (+1%)
Value$195.3M (+$26.5M)
Filed 2026-10-29
CWA Asset Management Group, LLC
INCREASED
Shares584,672 from 579,127
Change+5,545 (+1%)
Value$194.7M (+$27.1M)
Filed 2026-10-19
Trust Co of Vermont
DECREASED
Shares583,081 from 585,123
Change-2,042 (0%)
Value$194.2M (+$24.9M)
Filed 2026-10-21
Dana Investment Advisors, Inc.
DECREASED
Shares582,605 from 588,854
Change-6,249 (-1%)
Value$194.0M (+$23.6M)
Filed 2026-11-06
Fiera Capital Corp
INCREASED
Shares579,917 from 539,344
Change+40,573 (+8%)
Value$193.1M (+$37.1M)
Filed 2026-11-06
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares578,095 from 588,020
Change-9,925 (-2%)
Value$192.5M (+$22.4M)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares577,538 from 579,763
Change-2,225 (0%)
Value$191.5M (+$23.7M)
Filed 2026-10-23
Verus Capital Partners, LLC
DECREASED
Shares577,452 from 586,917
Change-9,465 (-2%)
Value$192.3M (+$22.5M)
Filed 2026-11-03
Motley Fool Asset Management LLC
DECREASED
Shares575,516 from 681,882
Change-106,366 (-16%)
Value$191.7M (-$5.7M)
Filed 2026-10-27
Chilton Capital Management LLC
DECREASED
Shares567,839 from 573,291
Change-5,452 (-1%)
Value$189.1M (+$23.2M)
Filed 2026-10-28
Nippon Life Global Investors Americas, Inc.
INCREASED
Shares556,230 from 431,740
Change+124,490 (+29%)
Value$185.2M (+$60.3M)
Filed 2026-10-29
Associated Banc-Corp
DECREASED
Shares554,161 from 561,437
Change-7,276 (-1%)
Value$184.5M (+$22.1M)
Filed 2026-10-30
Bahl & Gaynor LLC
DECREASED
Shares550,790 from 558,116
Change-7,326 (-1%)
Value$183.4M (+$21.9M)
Filed 2026-11-05
Meyer Handelman Co
DECREASED
Shares550,219 from 558,997
Change-8,778 (-2%)
Value$183.2M (+$21.5M)
Filed 2026-10-28
Annex Advisory Services, LLC
INCREASED
Shares545,415 from 453,907
Change+91,508 (+20%)
Value$181.6M (+$50.3M)
Filed 2026-10-16
Covea Finance
DECREASED
Shares542,036 from 551,555
Change-9,519 (-2%)
Value$180.5M (+$20.9M)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED
Shares539,819 from 506,314
Change+33,505 (+7%)
Value$179.8M (+$33.3M)
Filed 2026-10-21
Temasek Holdings (Private) Ltd
INCREASED
Shares529,790 from 504,475
Change+25,315 (+5%)
Value$176.4M (+$30.5M)
Filed 2026-10-28
Banque Pictet & CIE SA
DECREASED
Shares524,661 from 540,812
Change-16,151 (-3%)
Value$174.7M (+$18.2M)
Filed 2026-10-16
Washington Trust Co
DECREASED
Shares524,233 from 534,101
Change-9,868 (-2%)
Value$174.6M (+$20.0M)
Filed 2026-10-22
Capital Investment Counsel, Inc
DECREASED
Shares519,863 from 536,055
Change-16,192 (-3%)
Value$173.1M (+$18.0M)
Filed 2026-10-20
Bank Pictet & Cie (Europe) AG
DECREASED
Shares515,075 from 522,805
Change-7,730 (-1%)
Value$171.5M (+$20.3M)
Filed 2026-10-20
Howland Capital Management LLC
DECREASED
Shares512,713 from 530,934
Change-18,221 (-3%)
Value$170.7M (+$17.1M)
Filed 2026-10-22
HCR Wealth Advisors
DECREASED
Shares511,248 from 514,279
Change-3,031 (-1%)
Value$170.3M (+$21.4M)
Filed 2026-10-15
Valeo Financial Advisors, LLC
DECREASED
Shares510,842 from 515,811
Change-4,969 (-1%)
Value$170.1M (+$20.9M)
Filed 2026-10-08
Maple Capital Management, Inc.
DECREASED
Shares506,606 from 514,811
Change-8,205 (-2%)
Value$168.7M (+$19.7M)
Filed 2026-11-02
Zevenbergen Capital Investments LLC
INCREASED
Shares504,622 from 504,171
Change+451 (+0%)
Value$168.0M (+$22.2M)
Filed 2026-10-08
Mill Capital Management, LLC
INCREASED
Shares503,087 from 502,607
Change+480 (+0%)
Value$167.5M (+$22.1M)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED
Shares502,439 from 470,482
Change+31,957 (+7%)
Value$171.0M (+$22.3M)
Filed 2026-10-13
Three Seasons Wealth, LLC
INCREASED
Shares500,215 from 500,153
Change+62 (+0%)
Value$166.6M (+$21.9M)
Filed 2026-11-03
Cacti Asset Management LLC
DECREASED
Shares499,400 from 506,134
Change-6,734 (-1%)
Value$164.5M (+$18.0M)
Filed 2026-10-01
Compound Planning, Inc.
DECREASED
Shares499,353 from 503,054
Change-3,701 (-1%)
Value$166.3M (+$20.7M)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares495,237 from 446,809
Change+48,428 (+11%)
Value$164.9M (+$35.6M)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares494,236 from 489,353
Change+4,883 (+1%)
Value$164.6M (+$23.0M)
Filed 2026-10-13
Jessup Wealth Management, Inc
INCREASED
Shares492,952 from 88,825
Change+404,127 (+455%)
Value$164.2M (+$138.5M)
Filed 2026-10-20
Quadrant Capital Group LLC
DECREASED
Shares492,911 from 494,330
Change-1,419 (0%)
Value$168.2M (+$25.2M)
Filed 2026-10-20
MKP Capital Management, L.L.C.
NEW
Shares492,000
Change+492,000
Value$163.8M
Filed 2026-11-04
Capital Investment Advisors, LLC
INCREASED
Shares490,862 from 487,589
Change+3,273 (+1%)
Value$163.5M (+$22.4M)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares486,957 from 413,130
Change+73,827 (+18%)
Value$162.2M (+$42.6M)
Filed 2026-10-15
Nichols & Pratt Advisers LLP
DECREASED
Shares482,037 from 521,022
Change-38,985 (-7%)
Value$159.2M (+$8.5M)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED
Shares479,894 from 490,322
Change-10,428 (-2%)
Value$159.8M (+$17.9M)
Filed 2026-10-16
Reynders McVeigh Capital Management, LLC
INCREASED
Shares476,728 from 466,656
Change+10,072 (+2%)
Value$158.8M (+$23.7M)
Filed 2026-10-30
Biltmore Family Office, LLC
DECREASED
Shares474,443 from 619,638
Change-145,195 (-23%)
Value$158.0M (-$21.3M)
Filed 2026-11-03
Profund Advisors LLC
DECREASED
Shares467,554 from 507,454
Change-39,900 (-8%)
Value$155.7M (+$8.9M)
Filed 2026-10-29
Level Four Advisory Services, LLC
DECREASED
Shares466,651 from 493,660
Change-27,009 (-5%)
Value$155.4M (+$12.6M)
Filed 2026-11-06
Cohen Klingenstein LLC
UNCHANGED
Shares466,450 from 466,450
Change0 (0%)
Value$155.3M (+$20.4M)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares465,269 from 484,958
Change-19,689 (-4%)
Value$154.9M (+$14.6M)
Filed 2026-10-16
SBI Securities Co., Ltd.
DECREASED
Shares464,200 from 469,919
Change-5,719 (-1%)
Value$154.6M (+$18.6M)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares461,999 from 417,210
Change+44,789 (+11%)
Value$153.9M (+$33.1M)
Filed 2026-10-08
Joel Isaacson & Co., LLC
DECREASED
Shares457,555 from 458,534
Change-979 (0%)
Value$152.4M (+$19.7M)
Filed 2026-11-05
Gradient Investments LLC
DECREASED
Shares452,884 from 502,015
Change-49,131 (-10%)
Value$150.8M (+$5.6M)
Filed 2026-10-08
Fiduciary Family Office, LLC
INCREASED
Shares451,974 from 450,152
Change+1,822 (+0%)
Value$150.5M (+$20.3M)
Filed 2026-11-04
Diversify Advisory Services, LLC
INCREASED
Shares450,991 from 449,050
Change+1,941 (+0%)
Value$154.2M (+$2.9M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares450,991 from 449,050
Change+1,941 (+0%)
Value$154.2M (+$2.9M)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares449,724 from 415,258
Change+34,466 (+8%)
Value$149.8M (+$29.6M)
Filed 2026-10-29
Farmers & Merchants Investments Inc
INCREASED
Shares447,517 from 447,308
Change+209 (+0%)
Value$149.0M (+$19.6M)
Filed 2026-10-22
Oppenheimer Asset Management Inc.
INCREASED
Shares446,513 from 428,726
Change+17,787 (+4%)
Value$148.7M (+$24.6M)
Filed 2026-10-27
Fisher Funds Management LTD
INCREASED
Shares445,414 from 318,286
Change+127,128 (+40%)
Value$148.3M (+$56.2M)
Filed 2026-10-13
J. L. Bainbridge & Co., Inc.
DECREASED
Shares444,780 from 450,917
Change-6,137 (-1%)
Value$148.1M (+$17.6M)
Filed 2026-10-20
Venture Visionary Partners LLC
INCREASED
Shares444,119 from 427,438
Change+16,681 (+4%)
Value$147.9M (+$24.2M)
Filed 2026-10-07
North Dakota State Investment Board
INCREASED
Shares442,829 from 426,229
Change+16,600 (+4%)
Value$147.5M (+$24.1M)
Filed 2026-10-27
Park National Corp
DECREASED
Shares441,884 from 457,292
Change-15,408 (-3%)
Value$147.2M (+$14.8M)
Filed 2026-10-05
Evergreen Capital Management LLC
INCREASED
Shares441,212 from 436,726
Change+4,486 (+1%)
Value$146.9M (+$20.6M)
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares439,200 from 331,764
Change+107,436 (+32%)
Value$146.3M (+$50.3M)
Filed 2026-11-04
Chicago Capital, LLC
DECREASED
Shares435,624 from 438,704
Change-3,080 (-1%)
Value$145.1M (+$18.1M)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED
Shares434,808 from 426,013
Change+8,795 (+2%)
Value$144.8M (+$21.5M)
Filed 2026-10-29
Neville Rodie & Shaw Inc
DECREASED
Shares434,702 from 440,265
Change-5,563 (-1%)
Value$144.8K (-$127.3M)
Filed 2026-10-05
Locust Wood Capital Advisers, LLC
DECREASED
Shares432,438 from 479,152
Change-46,714 (-10%)
Value$144.0M (+$5.4M)
Filed 2026-11-03
TrinityBridge Ltd
INCREASED
Shares432,272 from 219,083
Change+213,189 (+97%)
Value$144.0M (+$80.6M)
Filed 2026-10-30
First National Trust Co
DECREASED
Shares431,439 from 451,010
Change-19,571 (-4%)
Value$143.7M (+$13.2M)
Filed 2026-10-28
Talbot Financial, LLC
DECREASED
Shares429,812 from 430,921
Change-1,109 (0%)
Value$143.1M (+$18.4M)
Filed 2026-10-19
Montrusco Bolton Investments Inc.
DECREASED
Shares426,645 from 455,851
Change-29,206 (-6%)
Value$142.1M (+$10.2M)
Filed 2026-10-13
Smith Salley Wealth Management
INCREASED
Shares426,444 from 412,027
Change+14,417 (+4%)
Value$142.0M (+$22.8M)
Filed 2026-11-03
Highland Capital Management, LLC
INCREASED
Shares425,180 from 376,682
Change+48,498 (+13%)
Value$141.6M (+$32.6M)
Filed 2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED
Shares422,064 from 419,922
Change+2,142 (+1%)
Value$140.6M (+$19.0M)
Filed 2026-10-22
Cincinnati Insurance Co
UNCHANGED
Shares420,000 from 420,000
Change0 (0%)
Value$139.9M (+$18.3M)
Filed 2026-11-03
AMI Asset Management Corp
DECREASED
Shares418,851 from 437,971
Change-19,120 (-4%)
Value$139.5M (+$12.8M)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares414,528 from 390,317
Change+24,211 (+6%)
Value$138.0M (+$25.1M)
Filed 2026-10-13
Howard Capital Management Group, LLC
INCREASED
Shares414,504 from 414,220
Change+284 (+0%)
Value$138.0M (+$18.2M)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares413,696 from 424,395
Change-10,699 (-3%)
Value$137.8M (+$15.0M)
Filed 2026-11-05
Vest Financial, LLC
INCREASED
Shares413,306 from 403,159
Change+10,147 (+3%)
Value$137.6M (+$21.0M)
Filed 2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares412,375 from 417,786
Change-5,411 (-1%)
Value$137.3M (+$16.4M)
Filed 2026-10-22
Private Wealth Partners, LLC
DECREASED
Shares405,830 from 405,885
Change-55 (0%)
Value$135.1M (+$17.7M)
Filed 2026-10-22
AIA Group Ltd
DECREASED
Shares402,495 from 436,909
Change-34,414 (-8%)
Value$134.0M (+$7.6M)
Filed 2026-10-30
Plato Investment Management Ltd
INCREASED
Shares399,196 from 376,892
Change+22,304 (+6%)
Value$133.5M (+$25.0M)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares398,339 from 367,175
Change+31,164 (+8%)
Value$132.7M (+$26.4M)
Filed 2026-10-13
Visionary Wealth Advisors
DECREASED
Shares398,199 from 403,814
Change-5,615 (-1%)
Value$132.6M (+$15.8M)
Filed 2026-11-04
Brickley Wealth Management
DECREASED
Shares394,444 from 394,727
Change-283 (0%)
Value$131.4M (+$17.1M)
Filed 2026-11-04
Van Cleef Asset Management,Inc
DECREASED
Shares392,226 from 407,200
Change-14,974 (-4%)
Value$130.6M (+$12.8M)
Filed 2026-10-20
Adell Harriman & Carpenter Inc
DECREASED
Shares386,295 from 398,856
Change-12,561 (-3%)
Value$128.6M (+$13.2M)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares383,340 from 420,714
Change-37,374 (-9%)
Value$127.7M (+$5.9M)
Filed 2026-10-23
Kornitzer Capital Management Inc
DECREASED
Shares382,556 from 399,665
Change-17,109 (-4%)
Value$127.4M (+$11.8M)
Filed 2026-11-03
Artemis Investment Management LLP
INCREASED
Shares380,103 from 246,137
Change+133,966 (+54%)
Value$126.6M (+$55.4M)
Filed 2026-10-08
Securian Asset Management, Inc
DECREASED
Shares379,092 from 390,287
Change-11,195 (-3%)
Value$126.2M (-$4.0M)
Filed 2026-11-06
Community Trust & Investment Co
DECREASED
Shares376,202 from 377,257
Change-1,055 (0%)
Value$125.3M (+$16.1M)
Filed 2026-10-15
Triglav Investments, D.O.O.
INCREASED
Shares373,679 from 347,560
Change+26,119 (+8%)
Value$124.4M (+$23.9M)
Filed 2026-11-06
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares371,700 from 371,700
Change0 (0%)
Value$123.8M (+$16.2M)
Filed 2026-10-06
Howard Capital Management, LLC
DECREASED
Shares371,100 from 373,939
Change-2,839 (-1%)
Value$123.6M (+$15.4M)
Filed 2026-10-16
Welch Group, LLC
DECREASED
Shares370,890 from 372,791
Change-1,901 (-1%)
Value$123.5M (+$15.6M)
Filed 2026-10-29
Cullinan Associates Inc
DECREASED
Shares370,628 from 382,145
Change-11,517 (-3%)
Value$123.4M (+$12.8M)
Filed 2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares370,365 from 379,605
Change-9,240 (-2%)
Value$123.3M (+$13.5M)
Filed 2026-10-22
Community Bank, N.A.
DECREASED
Shares370,158 from 371,053
Change-895 (0%)
Value$123.3M (+$15.9M)
Filed 2026-11-06
Smith Chas P & Associates PA Cpas
DECREASED
Shares368,273 from 411,508
Change-43,235 (-11%)
Value$126.5M (+$7.4M)
Filed 2026-10-22
Principle Wealth Partners LLC
INCREASED
Shares368,147 from 361,967
Change+6,180 (+2%)
Value$122.6M (+$17.9M)
Filed 2026-11-02
Burney Co/
INCREASED
Shares368,048 from 366,643
Change+1,405 (+0%)
Value$122.6M (+$16.5M)
Filed 2026-10-15
GLP Holdings Lllp
UNCHANGED
Shares367,556 from 367,556
Change0 (0%)
Value$122.4M (+$16.0M)
Filed 2026-10-02
71 West Capital Partners
INCREASED
Shares366,894 from 364,276
Change+2,618 (+1%)
Value$122.2M (+$16.8M)
Filed 2026-11-04
Birch Hill Investment Advisors LLC
DECREASED
Shares363,997 from 367,068
Change-3,071 (-1%)
Value$121.2M (+$15.0M)
Filed 2026-10-16
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares362,920 from 371,340
Change-8,420 (-2%)
Value$120.9M (+$13.4M)
Filed 2026-11-04
Franklin Street Advisors Inc
DECREASED
Shares361,179 from 403,458
Change-42,279 (-10%)
Value$120.3M (+$3.5M)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares359,404 from 366,114
Change-6,710 (-2%)
Value$119.7M (+$13.7M)
Filed 2026-10-30
LVM Capital Management LTD
DECREASED
Shares357,194 from 364,448
Change-7,254 (-2%)
Value$119.0M (+$13.5M)
Filed 2026-10-20
Apella Capital, LLC
INCREASED
Shares354,187 from 337,158
Change+17,029 (+5%)
Value$119.2M (+$14.5M)
Filed 2026-10-08
Chicago Partners Investment Group LLC
INCREASED
Shares353,007 from 336,798
Change+16,209 (+5%)
Value$122.7M (+$14.4M)
Filed 2026-10-27
Cornerstone Wealth Management, LLC
INCREASED
Shares352,511 from 350,341
Change+2,170 (+1%)
Value$117.4M (+$16.0M)
Filed 2026-11-04
Mcdaniel Terry & Co
DECREASED
Shares348,787 from 349,854
Change-1,067 (0%)
Value$116.2M (+$14.9M)
Filed 2026-11-05
WealthPlan Investment Management, LLC
DECREASED
Shares347,260 from 373,764
Change-26,504 (-7%)
Value$115.6M (+$7.5M)
Filed 2026-10-15
Univest Financial Corp
DECREASED
Shares346,476 from 357,455
Change-10,979 (-3%)
Value$115.4M (+$12.0M)
Filed 2026-11-05
Knights of Columbus Asset Advisors LLC
DECREASED
Shares346,002 from 352,083
Change-6,081 (-2%)
Value$115.2M (+$13.3M)
Filed 2026-11-05
National Mutual Insurance Federation of Agricultural Cooperatives
DECREASED
Shares345,400 from 364,400
Change-19,000 (-5%)
Value$115.0M (+$9.6M)
Filed 2026-10-28
Baldwin Wealth Partners LLC
DECREASED
Shares343,694 from 351,829
Change-8,135 (-2%)
Value$114.5M (+$12.7M)
Filed 2026-10-13
OAK Ridge Investments LLC
DECREASED
Shares341,443 from 357,120
Change-15,677 (-4%)
Value$113.7M (+$10.4M)
Filed 2026-10-30
AMG National Trust Bank
INCREASED
Shares339,617 from 337,620
Change+1,997 (+1%)
Value$113.1M (+$15.4M)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares339,449 from 301,877
Change+37,572 (+12%)
Value$115.6M (+$20.4M)
Filed 2026-10-09
Focus Financial Network, Inc.
INCREASED
Shares339,213 from 336,261
Change+2,952 (+1%)
Value$113.0M (+$15.7M)
Filed 2026-10-14
Davidson Investment Advisors
DECREASED
Shares336,600 from 341,640
Change-5,040 (-1%)
Value$112.1M (+$13.2M)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED
Shares336,396 from 227,727
Change+108,669 (+48%)
Value$112.0M (+$47.9M)
Filed 2026-10-13
Edgemoor Investment Advisors, Inc.
DECREASED
Shares336,346 from 341,236
Change-4,890 (-1%)
Value$112.0M (+$13.3M)
Filed 2026-11-03
GW Henssler & Associates LTD
INCREASED
Shares333,154 from 332,355
Change+799 (+0%)
Value$110.9M (+$14.8M)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
INCREASED
Shares332,586 from 308,205
Change+24,381 (+8%)
Value$110.8M (+$21.6M)
Filed 2026-11-05
Albion Financial Group
INCREASED
Shares331,866 from 329,691
Change+2,175 (+1%)
Value$110.5M (+$15.1M)
Filed 2026-10-21
Praxis Investment Management Inc
UNCHANGED
Shares331,457 from 331,457
Change0 (0%)
Value$110.4M (+$14.5M)
Filed 2026-11-03
SAX Wealth Advisors, LLC
INCREASED
Shares325,723 from 124,661
Change+201,062 (+161%)
Value$108.5M (+$76.8M)
Filed 2026-10-13
YHB Investment Advisors, Inc.
DECREASED
Shares324,809 from 330,559
Change-5,750 (-2%)
Value$108.2M (+$12.5M)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED
Shares324,453 from 318,568
Change+5,885 (+2%)
Value$108.0M (+$15.9M)
Filed 2026-10-23
Rockland Trust Co
DECREASED
Shares324,228 from 325,023
Change-795 (0%)
Value$108.0M (+$13.9M)
Filed 2026-10-05
Birinyi Associates Inc
DECREASED
Shares321,445 from 326,510
Change-5,065 (-2%)
Value$107.0M (+$12.6M)
Filed 2026-10-28
ARS Investment Partners, LLC
DECREASED
Shares320,547 from 333,913
Change-13,366 (-4%)
Value$106.7M (+$10.1M)
Filed 2026-11-05
Beese Fulmer Investment Management, Inc.
DECREASED
Shares320,321 from 321,813
Change-1,492 (0%)
Value$106.7M (+$13.6M)
Filed 2026-10-23
Tritonpoint Wealth, LLC
DECREASED
Shares320,311 from 326,546
Change-6,235 (-2%)
Value$106.7M (+$12.2M)
Filed 2026-10-19
Global X Japan Co., Ltd.
DECREASED
Shares319,959 from 337,479
Change-17,520 (-5%)
Value$106.6M (+$8.9M)
Filed 2026-10-21
True North Advisors, LLC
INCREASED
Shares319,401 from 300,395
Change+19,006 (+6%)
Value$106.4M (+$19.4M)
Filed 2026-10-22
Appleton Partners Inc
DECREASED
Shares317,190 from 329,859
Change-12,669 (-4%)
Value$105.6M (+$10.2M)
Filed 2026-10-30
VestGen Advisors, LLC
INCREASED
Shares317,115 from 310,981
Change+6,134 (+2%)
Value$105.6M (+$15.6M)
Filed 2026-10-27
Harbor Investment Advisory, LLC
DECREASED
Shares316,766 from 317,765
Change-999 (0%)
Value$105.5M (+$13.5M)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares316,622 from 333,195
Change-16,573 (-5%)
Value$104.6M (+$14.8M)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares316,271 from 248,625
Change+67,646 (+27%)
Value$105.3M (+$33.4M)
Filed 2026-10-14
Obermeyer Wealth Partners
DECREASED
Shares315,242 from 319,225
Change-3,983 (-1%)
Value$105.0M (+$12.6M)
Filed 2026-10-21
Investment House LLC
DECREASED
Shares314,278 from 511,759
Change-197,481 (-39%)
Value$104.7M (-$43.4M)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares313,423 from 254,423
Change+59,000 (+23%)
Value$104.4M (+$30.8M)
Filed 2026-10-28
Carret Asset Management, LLC
DECREASED
Shares311,025 from 314,999
Change-3,974 (-1%)
Value$103.6M (+$12.4M)
Filed 2026-11-04
China Universal Asset Management Co., Ltd.
INCREASED
Shares309,419 from 273,078
Change+36,341 (+13%)
Value$101.9M (+$22.9M)
Filed 2026-10-28
Kanawha Capital Management LLC
DECREASED
Shares307,825 from 309,855
Change-2,030 (-1%)
Value$102.5M (+$12.9M)
Filed 2026-10-19
Argent Capital Management LLC
DECREASED
Shares306,456 from 318,170
Change-11,714 (-4%)
Value$102.1M (+$10.0M)
Filed 2026-10-05
Weatherly Asset Management L. P.
DECREASED
Shares306,142 from 313,636
Change-7,494 (-2%)
Value$102.0M (+$11.2M)
Filed 2026-10-20
Tctc Holdings, LLC
INCREASED
Shares305,881 from 305,322
Change+559 (+0%)
Value$101.9M (+$13.5M)
Filed 2026-11-02
Allen Investment Management, LLC
DECREASED
Shares305,068 from 314,359
Change-9,291 (-3%)
Value$101.6M (+$10.6M)
Filed 2026-11-03
JAG Capital Management, LLC
DECREASED
Shares303,435 from 320,202
Change-16,767 (-5%)
Value$101.0M (+$8.4M)
Filed 2026-11-06
Hoffman, Alan N Investment Management
DECREASED
Shares302,300 from 307,561
Change-5,261 (-2%)
Value$100.7M (+$11.7M)
Filed 2026-10-28
AGF Management LTD
DECREASED
Shares299,856 from 316,863
Change-17,007 (-5%)
Value$99.9M (+$8.2M)
Filed 2026-11-03
Certuity, LLC
DECREASED
Shares298,203 from 299,721
Change-1,518 (-1%)
Value$99.4M (+$12.8M)
Filed 2026-11-02
Burns J W & Co Inc
DECREASED
Shares297,912 from 298,613
Change-701 (0%)
Value$99.2M (+$12.8M)
Filed 2026-10-20
AM Investment Strategies LLC
INCREASED
Shares296,618 from 295,154
Change+1,464 (+1%)
Value$98.8M (+$13.4M)
Filed 2026-11-05
United Asset Strategies, Inc.
INCREASED
Shares294,803 from 285,208
Change+9,595 (+3%)
Value$98.2M (+$15.6M)
Filed 2026-10-28
SVB Wealth LLC
DECREASED
Shares294,090 from 312,512
Change-18,422 (-6%)
Value$97.9M (+$7.5M)
Filed 2026-11-06
Vestor Capital, LLC
INCREASED
Shares292,507 from 557
Change+291,950 (+52415%)
Value$49.3K (+$49.1K)
Filed 2026-11-04
Frank, Rimerman Advisors LLC
INCREASED
Shares292,152 from 288,141
Change+4,011 (+1%)
Value$97.3M (+$13.9M)
Filed 2026-10-16
Zega Investments, LLC
DECREASED
Shares290,614 from 324,998
Change-34,384 (-11%)
Value$96.8M (+$2.7M)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares289,600 from 287,341
Change+2,259 (+1%)
Value$96.4M (+$13.3M)
Filed 2026-11-02
Ascent Group, LLC
DECREASED
Shares288,883 from 289,109
Change-226 (0%)
Value$96.2M (+$12.5M)
Filed 2026-10-30
Means Investment Co., Inc.
DECREASED
Shares288,441 from 295,666
Change-7,225 (-2%)
Value$96.1M (+$10.5M)
Filed 2026-11-03
Campbell Newman Asset Management Inc
INCREASED
Shares286,615 from 286,001
Change+614 (+0%)
Value$95.4M (+$12.7M)
Filed 2026-10-22
Penobscot Investment Management Company, Inc.
DECREASED
Shares285,184 from 286,446
Change-1,262 (0%)
Value$95.0M (+$12.1M)
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares284,341 from 561,622
Change-277,281 (-49%)
Value$90.6M (-$68.4M)
Filed 2026-10-21
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares283,600 from 282,181
Change+1,419 (+1%)
Value$94.4M (+$12.8M)
Filed 2026-10-14
Falcon Wealth Planning
INCREASED
Shares282,496 from 280,453
Change+2,043 (+1%)
Value$94.1M (+$12.9M)
Filed 2026-11-06
Fulton Breakefield Broenniman LLC
DECREASED
Shares282,306 from 289,696
Change-7,390 (-3%)
Value$94.0M (+$10.2M)
Filed 2026-11-03
Montag A & Associates Inc
DECREASED
Shares280,775 from 290,641
Change-9,866 (-3%)
Value$93.5M (+$9.4M)
Filed 2026-10-29
Narwhal Capital Management
DECREASED
Shares280,046 from 280,237
Change-191 (0%)
Value$93.3M (+$12.2M)
Filed 2026-11-04
BLB&B Advisors, LLC
DECREASED
Shares279,432 from 285,131
Change-5,699 (-2%)
Value$93.1M (+$10.6M)
Filed 2026-10-27
Chesley Taft & Associates LLC
DECREASED
Shares278,953 from 284,343
Change-5,390 (-2%)
Value$92.9M (+$10.6M)
Filed 2026-10-13
Aljian Capital Management, LLC
DECREASED
Shares277,428 from 279,198
Change-1,770 (-1%)
Value$92.4M (+$11.6M)
Filed 2026-10-28
BAR Harbor Wealth Management
DECREASED
Shares276,508 from 278,846
Change-2,338 (-1%)
Value$92.1M (+$11.4M)
Filed 2026-10-21
Aspiriant, LLC
DECREASED
Shares276,376 from 278,110
Change-1,734 (-1%)
Value$92.0M (+$11.6M)
Filed 2026-10-16
Ascentis Independent Advisors
INCREASED
Shares276,290 from 643
Change+275,647 (+42869%)
Value$92.0M (+$91.8M)
Filed 2026-11-03
CX Institutional
INCREASED
Shares276,065 from 243,940
Change+32,125 (+13%)
Value$91.9K (-$70.5M)
Filed 2026-10-02
First Nebraska Trust Co
DECREASED
Shares275,814 from 279,302
Change-3,488 (-1%)
Value$91.8M (+$11.0M)
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares274,627 from 318,905
Change-44,278 (-14%)
Value$91.5M (-$822.1K)
Filed 2026-10-22
Oriental Harbor Investment Master Fund
NEW
Shares274,351
Change+274,351
Value$91.4M
Filed 2026-10-22
Baskin Financial Services Inc.
DECREASED
Shares273,520 from 282,975
Change-9,455 (-3%)
Value$91.1M (+$9.2M)
Filed 2026-10-19
MPS Loria Financial Planners, LLC
DECREASED
Shares272,901 from 276,797
Change-3,896 (-1%)
Value$90.9M (+$10.8M)
Filed 2026-10-14
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares272,410 from 285,352
Change-12,942 (-5%)
Value$90.7M (+$8.1M)
Filed 2026-10-30
Sagespring Wealth Partners, LLC
INCREASED
Shares269,986 from 249,904
Change+20,082 (+8%)
Value$89.9M (+$17.6M)
Filed 2026-10-22
CFM Wealth Partners LLC
DECREASED
Shares269,665 from 271,129
Change-1,464 (-1%)
Value$89.8M (+$11.3M)
Filed 2026-11-05
Kimelman & Baird, LLC
DECREASED
Shares268,090 from 276,417
Change-8,327 (-3%)
Value$89.3M (+$9.3M)
Filed 2026-11-03
Shikiar Asset Management Inc
DECREASED
Shares267,959 from 268,034
Change-75 (0%)
Value$89.2M (+$11.7M)
Filed 2026-10-20
Evanson Financial, LLC
DECREASED
Shares267,777 from 269,895
Change-2,118 (-1%)
Value$89.2M (+$11.1M)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares267,446 from 241,545
Change+25,901 (+11%)
Value$89.1M (+$19.2M)
Filed 2026-11-03
LS Investment Advisors, LLC
DECREASED
Shares267,005 from 271,738
Change-4,733 (-2%)
Value$88.9M (+$10.3M)
Filed 2026-10-13
Cidel Asset Management Inc
DECREASED
Shares266,575 from 280,800
Change-14,225 (-5%)
Value$88.8M (+$7.5M)
Filed 2026-10-29
Klingman & Associates, LLC
INCREASED
Shares266,288 from 263,977
Change+2,311 (+1%)
Value$88.7M (+$12.3M)
Filed 2026-10-20
Simon Quick Advisors, LLC
INCREASED
Shares266,126 from 265,628
Change+498 (+0%)
Value$88.6M (+$11.8M)
Filed 2026-10-26
SeaCrest Wealth Management, LLC
DECREASED
Shares265,866 from 275,264
Change-9,398 (-3%)
Value$88.5M (+$8.9M)
Filed 2026-10-21
Private Capital Advisors, Inc.
DECREASED
Shares264,541 from 265,024
Change-483 (0%)
Value$88.1M (+$11.4M)
Filed 2026-10-06
ZWJ Investment Counsel Inc
INCREASED
Shares263,457 from 261,571
Change+1,886 (+1%)
Value$87.7M (+$12.0M)
Filed 2026-10-15
Washington Trust Advisors, Inc.
DECREASED
Shares261,414 from 266,099
Change-4,685 (-2%)
Value$87.1M (+$10.1M)
Filed 2026-10-22
Fragasso Financial Advisors Inc
INCREASED
Shares261,017 from 259,888
Change+1,129 (+0%)
Value$87.9M (+$12.7M)
Filed 2026-10-13
Waycross Partners, LLC
INCREASED
Shares260,910 from 248,623
Change+12,287 (+5%)
Value$86.9M (+$14.9M)
Filed 2026-11-03
General American Investors Co Inc
DECREASED
Shares260,705 from 265,705
Change-5,000 (-2%)
Value$86.8M (+$9.9M)
Filed 2026-11-02
Aviance Capital Partners, LLC
DECREASED
Shares258,175 from 261,608
Change-3,433 (-1%)
Value$86.0M (+$10.3M)
Filed 2026-10-29
Bath Savings Trust Co
DECREASED
Shares257,319 from 265,924
Change-8,605 (-3%)
Value$85.7M (+$8.7M)
Filed 2026-10-07
Mindset Wealth Management, LLC
DECREASED
Shares255,672 from 256,358
Change-686 (0%)
Value$85.1M (+$11.0M)
Filed 2026-10-19
First Horizon Corp
DECREASED
Shares254,270 from 257,870
Change-3,600 (-1%)
Value$84.7M (+$10.1M)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares253,651 from 240,977
Change+12,674 (+5%)
Value$84.5M (+$14.8M)
Filed 2026-10-15
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares253,080 from 253,080
Change0 (0%)
Value$84.3M (+$11.0M)
Filed 2026-11-03
Lmcg Investments, LLC
DECREASED
Shares252,518 from 259,466
Change-6,948 (-3%)
Value$84.1M (+$9.0M)
Filed 2026-10-21
Courier Capital LLC
INCREASED
Shares252,062 from 247,532
Change+4,530 (+2%)
Value$83.9M (+$12.3M)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
DECREASED
Shares252,033 from 255,189
Change-3,156 (-1%)
Value$83.9M (+$10.1M)
Filed 2026-10-22
Archon Partners LLC
UNCHANGED
Shares252,000 from 252,000
Change0 (0%)
Value$83.9M (+$11.0M)
Filed 2026-10-26
Fulton Bank, N.A.
DECREASED
Shares251,974 from 270,032
Change-18,058 (-7%)
Value$83.9M (+$5.8M)
Filed 2026-10-14
Forum Financial Management, LP
DECREASED
Shares251,748 from 255,361
Change-3,613 (-1%)
Value$83.8M (+$9.9M)
Filed 2026-10-16
Krilogy Financial LLC
INCREASED
Shares250,081 from 242,373
Change+7,708 (+3%)
Value$85.3M (+$15.1M)
Filed 2026-10-13
GC Wealth Management RIA, LLC
INCREASED
Shares249,827 from 244,096
Change+5,731 (+2%)
Value$83.2M (+$12.6M)
Filed 2026-11-02
NBT Bank, N.A.
DECREASED
Shares249,682 from 256,533
Change-6,851 (-3%)
Value$83.1M (+$8.9M)
Filed 2026-10-21
Trust Co of Toledo NA
DECREASED
Shares249,534 from 252,416
Change-2,882 (-1%)
Value$83.1M (+$10.1M)
Filed 2026-10-16
Forbes J M & Co LLP
INCREASED
Shares249,453 from 248,462
Change+991 (+0%)
Value$83.1M (+$11.2M)
Filed 2026-10-16
Generate Investment Management Ltd
DECREASED
Shares249,063 from 420,426
Change-171,363 (-41%)
Value$82.9M (-$38.7M)
Filed 2026-10-14
Dillon & Associates Inc
DECREASED
Shares248,438 from 251,126
Change-2,688 (-1%)
Value$82.7M (+$10.2M)
Filed 2026-10-22
Caldwell Trust Co
DECREASED
Shares248,200 from 248,637
Change-437 (0%)
Value$82.7M (+$10.7M)
Filed 2026-10-30
Avity Investment Management Inc.
DECREASED
Shares248,138 from 260,301
Change-12,163 (-5%)
Value$82.6M (+$7.3M)
Filed 2026-10-09
Private Advisory Group LLC
DECREASED
Shares246,630 from 281,765
Change-35,135 (-12%)
Value$82.1M (+$601.1K)
Filed 2026-11-06
Cache Advisors, LLC
INCREASED
Shares246,617 from 240,888
Change+5,729 (+2%)
Value$82.1M (+$12.4M)
Filed 2026-10-16
Nixon Peabody Trust Co
INCREASED
Shares245,859 from 240,516
Change+5,343 (+2%)
Value$81.9M (+$12.3M)
Filed 2026-10-23
Wendell David Associates Inc
DECREASED
Shares245,454 from 254,154
Change-8,700 (-3%)
Value$81.7M (+$8.2M)
Filed 2026-10-27
Manchester Capital Management LLC
DECREASED
Shares244,427 from 248,602
Change-4,175 (-2%)
Value$81.4M (+$9.5M)
Filed 2026-10-22
Cardinal Point Capital Management ULC
DECREASED
Shares239,840 from 241,074
Change-1,234 (-1%)
Value$79.9M (+$10.1M)
Filed 2026-10-21
Empire Life Investments Inc.
INCREASED
Shares239,550 from 233,546
Change+6,004 (+3%)
Value$79.8M (+$12.2M)
Filed 2026-11-06
Jacobs & Co
INCREASED
Shares239,202 from 234,066
Change+5,136 (+2%)
Value$79.7M (+$11.9M)
Filed 2026-10-09
Greenwood Gearhart LLC
INCREASED
Shares238,813 from 238,103
Change+710 (+0%)
Value$79.5M (+$10.6M)
Filed 2026-11-02
Academy Capital Management
DECREASED
Shares238,727 from 273,364
Change-34,637 (-13%)
Value$79.5M (+$400.3K)
Filed 2026-11-05
Bender Robert & Associates
DECREASED
Shares238,711 from 257,167
Change-18,456 (-7%)
Value$79.5M (+$5.1M)
Filed 2026-10-21
North Star Investment Management Corp.
DECREASED
Shares237,762 from 239,122
Change-1,360 (-1%)
Value$79.2M (+$10.0M)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED
Shares233,767 from 247,372
Change-13,605 (-5%)
Value$77.8M (+$6.3M)
Filed 2026-10-13
Boston Common Asset Management, LLC
INCREASED
Shares233,653 from 225,013
Change+8,640 (+4%)
Value$77.8M (+$12.7M)
Filed 2026-10-13
JGP Wealth Management, LLC
INCREASED
Shares233,607 from 232,818
Change+789 (+0%)
Value$77.8M (+$10.4M)
Filed 2026-10-13
Marble Harbor Investment Counsel, LLC
DECREASED
Shares231,795 from 236,068
Change-4,273 (-2%)
Value$77.2M (+$8.9M)
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares230,683
Change+230,683
Value$77.8K
Filed 2026-11-03
Occidental Asset Management, LLC
INCREASED
Shares229,890 from 183,367
Change+46,523 (+25%)
Value$76.6M (+$23.5M)
Filed 2026-11-05
Nilsine Partners, LLC
INCREASED
Shares228,665 from 228,660
Change+5 (0%)
Value$76.1M (+$10.0M)
Filed 2026-11-02
Integrated Advisors Network LLC
DECREASED
Shares227,264 from 238,173
Change-10,909 (-5%)
Value$75.7M (+$6.8M)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED
Shares226,440 from 233,368
Change-6,928 (-3%)
Value$75.4M (+$7.9M)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares226,251 from 196,983
Change+29,268 (+15%)
Value$75.3M (+$18.3M)
Filed 2026-10-26
KMG Fiduciary Partners, LLC
DECREASED
Shares226,143 from 240,401
Change-14,258 (-6%)
Value$75.3M (+$5.7M)
Filed 2026-10-14
SP Asset Management LLC
INCREASED
Shares224,034 from 223,941
Change+93 (+0%)
Value$74.6M (+$9.8M)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares221,785 from 221,397
Change+388 (+0%)
Value$73.9M (+$9.8M)
Filed 2026-10-23
L. Roy Papp & Associates, LLP
DECREASED
Shares221,599 from 226,042
Change-4,443 (-2%)
Value$73.8M (+$8.4M)
Filed 2026-10-21
Pittenger & Anderson Inc
INCREASED
Shares220,630 from 220,287
Change+343 (+0%)
Value$73.5M (+$9.7M)
Filed 2026-11-02
Vision Capital Management, Inc.
DECREASED
Shares220,291 from 223,377
Change-3,086 (-1%)
Value$73.4M (+$8.7M)
Filed 2026-10-20
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares218,421 from 246,433
Change-28,012 (-11%)
Value$72.7M (+$1.5M)
Filed 2026-10-20
Granite Investment Partners, LLC
INCREASED
Shares218,357 from 218,008
Change+349 (+0%)
Value$72.7M (+$9.6M)
Filed 2026-11-04
Philadelphia Trust Co
DECREASED
Shares218,326 from 253,884
Change-35,558 (-14%)
Value$72.7M (-$757.0K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares217,754 from 198,490
Change+19,264 (+10%)
Value$72.5M (+$15.1M)
Filed 2026-10-21
Washington Trust Bank
INCREASED
Shares217,181 from 215,560
Change+1,621 (+1%)
Value$72.3M (+$10.0M)
Filed 2026-11-03
Integrity Alliance, Llc.
DECREASED
Shares217,143 from 223,482
Change-6,339 (-3%)
Value$72.3M (+$7.6M)
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares216,914 from 197,173
Change+19,741 (+10%)
Value$72.2M (+$15.2M)
Filed 2026-10-23
Ledyard National Bank
DECREASED
Shares216,900 from 224,937
Change-8,037 (-4%)
Value$72.2M (+$7.1M)
Filed 2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED
Shares216,608 from 197,613
Change+18,995 (+10%)
Value$72.1M (+$15.0M)
Filed 2026-10-19
Telos Capital Management, Inc.
DECREASED
Shares215,952 from 222,437
Change-6,485 (-3%)
Value$71.9M (+$7.6M)
Filed 2026-11-02
Rossmore Private Capital
DECREASED
Shares215,249 from 216,252
Change-1,003 (0%)
Value$71.7M (+$9.1M)
Filed 2026-10-27
Mullaney, Keating & Wright, Inc.
DECREASED
Shares215,198 from 215,292
Change-94 (0%)
Value$71.7M (+$9.4M)
Filed 2026-10-19
LEE Danner & Bass Inc
DECREASED
Shares214,249 from 217,920
Change-3,671 (-2%)
Value$71.3M (+$8.3M)
Filed 2026-10-27
Middleton & Co Inc
DECREASED
Shares214,116 from 220,283
Change-6,167 (-3%)
Value$71.3M (+$7.6M)
Filed 2026-10-23
Addenda Capital Inc.
DECREASED
Shares212,988 from 220,303
Change-7,315 (-3%)
Value$70.9M (+$7.2M)
Filed 2026-10-13
Norden Group LLC
INCREASED
Shares212,482 from 207,791
Change+4,691 (+2%)
Value$70.8M (+$10.6M)
Filed 2026-10-20
Aaron Wealth Advisors LLC
INCREASED
Shares210,604 from 204,480
Change+6,124 (+3%)
Value$70.1M (+$11.0M)
Filed 2026-10-13
American Assets Investment Management, LLC
UNCHANGED
Shares210,000 from 210,000
Change0 (0%)
Value$69.9M (+$9.2M)
Filed 2026-10-30
Smith Group Asset Management, LLC
DECREASED
Shares209,668 from 318,351
Change-108,683 (-34%)
Value$69.8M (-$22.3M)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED
Shares209,570 from 212,628
Change-3,058 (-1%)
Value$69.8M (+$8.3M)
Filed 2026-10-27
Bdf-Gestion
DECREASED
Shares208,251 from 255,679
Change-47,428 (-19%)
Value$69.4M (+$66.9M)
Filed 2026-10-19
TBH Global Asset Management, LLC
DECREASED
Shares207,377 from 207,948
Change-571 (0%)
Value$69.1M (+$8.9M)
Filed 2026-11-03
Petredis Investment Advisors LLC
INCREASED
Shares206,003 from 205,446
Change+557 (+0%)
Value$68.6M (+$9.2M)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares205,765 from 119,942
Change+85,823 (+72%)
Value$68.5M (+$33.8M)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares203,719 from 191,650
Change+12,069 (+6%)
Value$67.8M (+$12.4M)
Filed 2026-11-04
Applied Finance Capital Management, LLC
DECREASED
Shares203,685 from 225,701
Change-22,016 (-10%)
Value$67.8M (+$2.5M)
Filed 2026-11-03
Nemes Rush Group LLC
DECREASED
Shares203,529 from 204,066
Change-537 (0%)
Value$67.8M (+$8.7M)
Filed 2026-11-04
Physicians Financial Services, Inc.
DECREASED
Shares202,862 from 204,571
Change-1,709 (-1%)
Value$67.6M (+$8.4M)
Filed 2026-11-04
Violich Capital Management, Inc.
DECREASED
Shares202,816 from 209,756
Change-6,940 (-3%)
Value$67.5M (+$6.8M)
Filed 2026-10-05
Cypress Capital Group
INCREASED
Shares201,333 from 198,024
Change+3,309 (+2%)
Value$67.0M (+$9.7M)
Filed 2026-11-03
Signal Advisors Wealth, LLC
INCREASED
Shares200,923 from 185,414
Change+15,509 (+8%)
Value$66.9M (+$13.3M)
Filed 2026-10-13
Accredited Investors Inc.
DECREASED
Shares200,522 from 201,547
Change-1,025 (-1%)
Value$66.8M (+$8.5M)
Filed 2026-11-03
CRA Financial Services, LLC
DECREASED
Shares200,348 from 201,360
Change-1,012 (0%)
Value$66.7M (+$8.5M)
Filed 2026-10-16
Confluence Wealth Services, Inc.
DECREASED
Shares198,958 from 253,919
Change-54,961 (-22%)
Value$66.3M (-$7.2M)
Filed 2026-11-05
Parkside Financial Bank & Trust
DECREASED
Shares196,241 from 198,428
Change-2,187 (-1%)
Value$65.4M (+$7.9M)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares195,521 from 190,168
Change+5,353 (+3%)
Value$65.1M (+$10.1M)
Filed 2026-10-08
Procyon Advisors, LLC
INCREASED
Shares195,131 from 194,472
Change+659 (+0%)
Value$65.0M (+$8.7M)
Filed 2026-10-21
Perryman Financial Advisory Inc
DECREASED
Shares195,107 from 196,075
Change-968 (0%)
Value$65.0M (+$8.2M)
Filed 2026-10-16
LaFleur & Godfrey LLC
DECREASED
Shares195,091 from 202,608
Change-7,517 (-4%)
Value$65.0M (+$6.3M)
Filed 2026-10-27
MSH Capital Advisors LLC
INCREASED
Shares194,258 from 182,676
Change+11,582 (+6%)
Value$64.7M (+$11.8M)
Filed 2026-11-03
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares194,155 from 196,680
Change-2,525 (-1%)
Value$64.7M (+$7.7M)
Filed 2026-10-09
Flagship Harbor Advisors, LLC
DECREASED
Shares192,909 from 193,408
Change-499 (0%)
Value$64.2M (+$8.3M)
Filed 2026-10-26
Simplex Trading, LLC
DECREASED
Shares192,718 from 259,549
Change-66,831 (-26%)
Value$64.2M (-$10.9M)
Filed 2026-11-04
Elyxium Wealth, LLC
DECREASED
Shares192,619 from 192,632
Change-13 (0%)
Value$64.1M (+$8.4M)
Filed 2026-10-27
Blue Fin Capital, Inc.
INCREASED
Shares192,331 from 192,280
Change+51 (+0%)
Value$64.1M (+$8.4M)
Filed 2026-10-28
First Merchants Corp
DECREASED
Shares191,215 from 196,715
Change-5,500 (-3%)
Value$63.7M (+$6.8M)
Filed 2026-10-15
Fiduciary Financial Group, LLC
DECREASED
Shares191,210 from 193,182
Change-1,972 (-1%)
Value$63.7M (+$7.8M)
Filed 2026-10-13
ARS Wealth Advisors Group, LLC
INCREASED
Shares191,071 from 179,048
Change+12,023 (+7%)
Value$63.6M (+$11.8M)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED
Shares188,216 from 210,920
Change-22,704 (-11%)
Value$62.7M (+$1.6M)
Filed 2026-10-08
Angeles Wealth Management, LLC
DECREASED
Shares187,728 from 193,597
Change-5,869 (-3%)
Value$62.5M (+$6.5M)
Filed 2026-10-26
Harold Davidson & Associates Inc.
DECREASED
Shares186,236 from 187,937
Change-1,701 (-1%)
Value$62.0M (+$7.6M)
Filed 2026-10-29
J.P. Marvel Investment Advisors, LLC
INCREASED
Shares185,901 from 185,779
Change+122 (+0%)
Value$61.9M (+$8.2M)
Filed 2026-11-02
Lyell Wealth Management, LP
INCREASED
Shares185,824 from 185,015
Change+809 (+0%)
Value$61.9M (+$8.3M)
Filed 2026-10-30
Gryphon Financial Partners LLC
INCREASED
Shares185,633 from 183,893
Change+1,740 (+1%)
Value$61.8M (+$8.6M)
Filed 2026-11-04
Affinity Capital Advisors, LLC
DECREASED
Shares185,302 from 193,775
Change-8,473 (-4%)
Value$62.4M (+$1.8M)
Filed 2026-10-13
Columbia Asset Management
DECREASED
Shares184,879 from 189,981
Change-5,102 (-3%)
Value$61.6M (+$6.6M)
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares183,594 from 177,677
Change+5,917 (+3%)
Value$61.1M (+$9.7M)
Filed 2026-11-05
Valley Wealth Managers, Inc.
DECREASED
Shares182,489 from 184,501
Change-2,012 (-1%)
Value$60.8M (+$7.4M)
Filed 2026-10-09
Equitable Trust Co
DECREASED
Shares181,956 from 183,994
Change-2,038 (-1%)
Value$60.6M (+$7.4M)
Filed 2026-10-13
Harbour Trust & Investment Management Co
DECREASED
Shares181,704 from 189,723
Change-8,019 (-4%)
Value$60.5M (+$5.6M)
Filed 2026-10-28
Cullen Investment Group, Ltd.
DECREASED
Shares181,576 from 185,063
Change-3,487 (-2%)
Value$61.9M (+$8.4M)
Filed 2026-10-13
Vantage Investment Partners, LLC
DECREASED
Shares181,512 from 188,100
Change-6,588 (-3%)
Value$60.4M (+$6.0M)
Filed 2026-10-27
Naples Global Advisors, LLC
DECREASED
Shares181,228 from 185,077
Change-3,849 (-2%)
Value$60.4M (+$6.8M)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares180,791 from 185,945
Change-5,154 (-3%)
Value$60.2M (+$6.4M)
Filed 2026-10-13
Corda Investment Management, Llc.
DECREASED
Shares180,776 from 186,531
Change-5,755 (-3%)
Value$60.2M (+$6.2M)
Filed 2026-10-22
Legacy Private Trust Co.
DECREASED
Shares179,317 from 182,762
Change-3,445 (-2%)
Value$59.7M (+$6.8M)
Filed 2026-10-06
American National Bank & Trust
DECREASED
Shares179,062 from 189,245
Change-10,183 (-5%)
Value$59.6M (+$4.9M)
Filed 2026-10-07
Solidarity Wealth, LLC
DECREASED
Shares178,701 from 190,482
Change-11,781 (-6%)
Value$59.5M (+$4.4M)
Filed 2026-10-15
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares178,487 from 200,705
Change-22,218 (-11%)
Value$59.4M (+$1.4M)
Filed 2026-11-03
Coastline Trust Co
DECREASED
Shares177,940 from 188,231
Change-10,291 (-5%)
Value$59.3M (+$4.8M)
Filed 2026-10-01
Woodmont Investment Counsel LLC
INCREASED
Shares176,794 from 171,570
Change+5,224 (+3%)
Value$58.9M (+$9.2M)
Filed 2026-10-29
Avestar Capital, LLC
DECREASED
Shares176,420 from 318,945
Change-142,525 (-45%)
Value$58.8M (-$33.5M)
Filed 2026-10-28
Synergy Asset Management, LLC
INCREASED
Shares175,559 from 134,749
Change+40,810 (+30%)
Value$58.5M (+$19.5M)
Filed 2026-11-05
Culbertson A N & Co Inc
DECREASED
Shares175,047 from 178,001
Change-2,954 (-2%)
Value$58.3M (+$6.8M)
Filed 2026-10-21
Arthur M. Cohen & Associates, LLC
DECREASED
Shares174,774 from 176,522
Change-1,748 (-1%)
Value$58.2M (+$7.1M)
Filed 2026-10-26
Kintegral Advisory, LLC
INCREASED
Shares174,473 from 173,487
Change+986 (+1%)
Value$58.1M (+$7.9M)
Filed 2026-10-16
Facet Wealth, Inc.
INCREASED
Shares173,681 from 151,666
Change+22,015 (+15%)
Value$57.8M (+$14.0M)
Filed 2026-11-04
Avior Wealth Management, LLC
DECREASED
Shares172,608 from 181,537
Change-8,929 (-5%)
Value$57.4M (+$4.9M)
Filed 2026-10-13
Tompkins Financial Corp
DECREASED
Shares172,419 from 176,958
Change-4,539 (-3%)
Value$57.4M (+$6.2M)
Filed 2026-10-05
Penn Davis Mcfarland Inc
DECREASED
Shares172,408 from 175,501
Change-3,093 (-2%)
Value$57.4M (+$6.6M)
Filed 2026-10-23
Winthrop Advisory Group LLC
INCREASED
Shares171,711 from 153,589
Change+18,122 (+12%)
Value$57.2M (+$12.7M)
Filed 2026-10-22
DDD Partners, LLC
INCREASED
Shares171,454 from 166,144
Change+5,310 (+3%)
Value$57.1M (+$9.0M)
Filed 2026-11-02
Fagan Associates, Inc.
DECREASED
Shares171,305 from 171,637
Change-332 (0%)
Value$57.0M (+$7.4M)
Filed 2026-10-13
Guinness Asset Management LTD
INCREASED
Shares170,820 from 170,670
Change+150 (+0%)
Value$56.9M (+$8.5M)
Filed 2026-11-05
Palisade Asset Management, LLC
DECREASED
Shares170,736 from 185,609
Change-14,873 (-8%)
Value$56.9M (+$3.2M)
Filed 2026-11-03
Hendershot Investments Inc.
DECREASED
Shares170,036 from 174,782
Change-4,746 (-3%)
Value$56.6M (+$6.1M)
Filed 2026-11-05
Meiji Yasuda America Inc
INCREASED
Shares169,668 from 136,631
Change+33,037 (+24%)
Value$56.5M (+$17.0M)
Filed 2026-10-22
DSG Capital Advisors, LLC
DECREASED
Shares169,481 from 173,611
Change-4,130 (-2%)
Value$56.4M (+$1.8M)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares168,399 from 167,128
Change+1,271 (+1%)
Value$56.0M (+$7.5M)
Filed 2026-10-29
Ascent Wealth Partners, LLC
INCREASED
Shares167,966 from 165,586
Change+2,380 (+1%)
Value$55.9M (+$8.0M)
Filed 2026-10-23
Leonteq Securities AG
INCREASED
Shares167,467 from 148,757
Change+18,710 (+13%)
Value$55.8M (+$12.7M)
Filed 2026-10-29
Moneco Advisors, LLC
INCREASED
Shares166,919 from 165,022
Change+1,897 (+1%)
Value$55.6M (+$7.8M)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED
Shares165,807 from 167,862
Change-2,055 (-1%)
Value$55.2M (+$6.6M)
Filed 2026-10-19
GAM Holding AG
DECREASED
Shares165,763 from 176,077
Change-10,314 (-6%)
Value$55.2M (+$4.3M)
Filed 2026-11-03
Grove Bank & Trust
DECREASED
Shares165,507 from 165,787
Change-280 (0%)
Value$55.1M (+$7.1M)
Filed 2026-10-08
Aire Advisors, LLC
DECREASED
Shares165,230 from 168,724
Change-3,494 (-2%)
Value$55.0M (+$6.2M)
Filed 2026-10-22
Woodstock Corp
DECREASED
Shares165,126 from 165,921
Change-795 (0%)
Value$55.0M (+$7.0M)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares164,540 from 93,009
Change+71,531 (+77%)
Value$54.8M (+$27.9M)
Filed 2026-10-30
Everhart Financial Group, Inc.
DECREASED
Shares164,127 from 197,086
Change-32,959 (-17%)
Value$54.7M (-$2.4M)
Filed 2026-10-08
S-Bank Fund Management Ltd
DECREASED
Shares164,089 from 173,567
Change-9,478 (-5%)
Value$54.6M (+$4.4M)
Filed 2026-11-06
Baker Chad R
UNCHANGED
Shares163,883 from 163,883
Change0 (0%)
Value$54.6M (+$7.2M)
Filed 2026-10-22
Formidable Asset Management, LLC
DECREASED
Shares163,830 from 178,292
Change-14,462 (-8%)
Value$47.4M (+$2.2M)
Filed 2026-11-03
Strategic Advisors LLC
DECREASED
Shares163,593 from 167,122
Change-3,529 (-2%)
Value$54.5M (+$6.1M)
Filed 2026-10-13
Edge Wealth Management LLC
DECREASED
Shares163,487 from 165,348
Change-1,861 (-1%)
Value$55.0M (+$7.2M)
Filed 2026-10-13
Masterinvest Kapitalanlage GmbH
DECREASED
Shares163,325 from 166,969
Change-3,644 (-2%)
Value$54.4M (+$6.1M)
Filed 2026-11-03
Capital Asset Advisory Services LLC
DECREASED
Shares163,228 from 182,441
Change-19,213 (-11%)
Value$56.8M (+$4.0M)
Filed 2026-10-30
Trust Asset Management LLC
DECREASED
Shares163,017 from 163,144
Change-127 (0%)
Value$54.3M (+$7.1M)
Filed 2026-11-03
Advisor OS, LLC
DECREASED
Shares162,870 from 164,263
Change-1,393 (-1%)
Value$54.2M (+$6.7M)
Filed 2026-11-03
Thompson Siegel & Walmsley LLC
DECREASED
Shares162,802 from 164,449
Change-1,647 (-1%)
Value$54.2M (+$6.6M)
Filed 2026-11-05
Cypress Wealth Services, LLC
INCREASED
Shares162,786 from 162,581
Change+205 (+0%)
Value$54.3M (+$7.3M)
Filed 2026-10-21
Alps Advisors Inc
DECREASED
Shares162,302 from 183,383
Change-21,081 (-11%)
Value$54.0M (+$986.1K)
Filed 2026-11-03
Barr E S & Co
DECREASED
Shares162,163 from 164,751
Change-2,588 (-2%)
Value$54.0M (+$6.3M)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares161,958 from 174,201
Change-12,243 (-7%)
Value$53.9M (+$3.5M)
Filed 2026-10-13
RMR Wealth Builders
INCREASED
Shares161,937 from 158,266
Change+3,671 (+2%)
Value$53.9M (+$8.1M)
Filed 2026-10-22
Csenge Advisory Group
DECREASED
Shares160,797 from 162,699
Change-1,902 (-1%)
Value$53.5M (+$6.5M)
Filed 2026-11-04
Premier Path Wealth Partners, LLC
INCREASED
Shares159,472 from 156,948
Change+2,524 (+2%)
Value$53.1M (+$7.7M)
Filed 2026-10-16
Cove Private Wealth, LLC
INCREASED
Shares158,713 from 155,632
Change+3,081 (+2%)
Value$52.9M (+$7.8M)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
INCREASED
Shares158,354 from 40,172
Change+118,182 (+294%)
Value$52.7M (+$41.1M)
Filed 2026-10-30
GHP Investment Advisors, Inc.
DECREASED
Shares157,708 from 162,262
Change-4,554 (-3%)
Value$52.5M (+$5.6M)
Filed 2026-10-15
Plimoth Trust Co LLC
INCREASED
Shares157,452 from 107,732
Change+49,720 (+46%)
Value$52.4M (+$21.3M)
Filed 2026-10-26
TD Private Client Wealth LLC
DECREASED
Shares157,258 from 168,450
Change-11,192 (-7%)
Value$52.4M (+$3.6M)
Filed 2026-10-28
Zullo Investment Group, Inc.
DECREASED
Shares156,966 from 157,905
Change-939 (-1%)
Value$52.3M (+$6.6M)
Filed 2026-10-20
Knuff & Co LLC
DECREASED
Shares156,962 from 161,771
Change-4,809 (-3%)
Value$52.3M (+$5.5M)
Filed 2026-11-06
Oakworth Capital, Inc.
INCREASED
Shares156,726 from 154,156
Change+2,570 (+2%)
Value$52.2M (+$7.4M)
Filed 2026-10-26
Tamar Securities, LLC
DECREASED
Shares156,698 from 166,009
Change-9,311 (-6%)
Value$52.2M (+$4.1M)
Filed 2026-11-03
Douglas Lane & Associates, LLC
DECREASED
Shares156,671 from 165,274
Change-8,603 (-5%)
Value$52.2M (+$4.4M)
Filed 2026-10-09
BetterWealth, LLC
DECREASED
Shares156,307 from 164,003
Change-7,696 (-5%)
Value$52.1M (+$4.6M)
Filed 2026-10-15
Bochk Asset Management Ltd
INCREASED
Shares156,175 from 131,950
Change+24,225 (+18%)
Value$52.0M (+$13.8M)
Filed 2026-10-29
Miller Wealth Advisors, LLC
DECREASED
Shares156,064 from 157,683
Change-1,619 (-1%)
Value$52.0M (+$6.3M)
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED
Shares155,995 from 159,199
Change-3,204 (-2%)
Value$51.9M (+$5.9M)
Filed 2026-10-16
Cooper Financial Group
DECREASED
Shares155,949 from 162,755
Change-6,806 (-4%)
Value$51.9M (+$4.8M)
Filed 2026-10-07
Westchester Capital Management, Inc.
INCREASED
Shares155,123 from 152,601
Change+2,522 (+2%)
Value$51.7M (+$7.5M)
Filed 2026-10-23
Kathmere Capital Management, LLC
INCREASED
Shares154,837 from 143,565
Change+11,272 (+8%)
Value$51.6M (+$10.0M)
Filed 2026-10-20
Lake Street Private Wealth, LLC
DECREASED
Shares154,672 from 154,772
Change-100 (0%)
Value$51.5M (+$6.7M)
Filed 2026-10-22
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares154,243 from 153,765
Change+478 (+0%)
Value$51.4M (+$6.9M)
Filed 2026-10-13
Griffin Asset Management, Inc.
DECREASED
Shares154,015 from 167,677
Change-13,662 (-8%)
Value$51.3M (+$2.8M)
Filed 2026-10-22
PKO Investment Management Joint-Stock Co
DECREASED
Shares154,000 from 170,000
Change-16,000 (-9%)
Value$51.3M (+$2.1M)
Filed 2026-10-19
Segment Wealth Management, LLC
INCREASED
Shares153,816 from 152,914
Change+902 (+1%)
Value$51.2M (+$7.0M)
Filed 2026-10-26
Kavar Capital Partners Group, LLC
INCREASED
Shares153,692 from 151,324
Change+2,368 (+2%)
Value$51.2M (+$7.4M)
Filed 2026-11-06
Parcion Private Wealth LLC
INCREASED
Shares153,628 from 152,759
Change+869 (+1%)
Value$51.2M (+$7.0M)
Filed 2026-10-28
Goelzer Investment Management, Inc.
DECREASED
Shares153,617 from 154,703
Change-1,086 (-1%)
Value$51.2M (+$6.4M)
Filed 2026-10-16
Earned Wealth Advisors, LLC
INCREASED
Shares153,557 from 146,799
Change+6,758 (+5%)
Value$51.1M (+$8.7M)
Filed 2026-11-06
Benin Management Corp
DECREASED
Shares152,511 from 153,416
Change-905 (-1%)
Value$50.8M (+$6.4M)
Filed 2026-10-22
Foster Group, Inc.
INCREASED
Shares152,265 from 151,508
Change+757 (+1%)
Value$50.7M (+$6.9M)
Filed 2026-10-13
Citizens National Bank Trust Department
DECREASED
Shares152,178 from 152,183
Change-5 (0%)
Value$50.7M (+$6.6M)
Filed 2026-11-04
Fideuram Asset Management (Ireland) dac
DECREASED
Shares152,064 from 199,547
Change-47,483 (-24%)
Value$49.7M (-$8.1M)
Filed 2026-10-29
Riversedge Advisors, LLC
DECREASED
Shares151,913 from 153,766
Change-1,853 (-1%)
Value$50.6M (+$6.1M)
Filed 2026-10-09
Chicago Trust Co NA
INCREASED
Shares151,620 from 118,963
Change+32,657 (+27%)
Value$50.5M (+$16.1M)
Filed 2026-10-28
Payden & Rygel
INCREASED
Shares151,510 from 138,310
Change+13,200 (+10%)
Value$50.5M (+$10.4M)
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares151,501 from 151,098
Change+403 (+0%)
Value$50.5M (+$6.7M)
Filed 2026-10-15
Terril Brothers, Inc.
DECREASED
Shares151,066 from 151,666
Change-600 (0%)
Value$50.3M (+$6.4M)
Filed 2026-11-06
Matrix Asset Advisors Inc
DECREASED
Shares150,926 from 152,173
Change-1,247 (-1%)
Value$50.3M (+$6.2M)
Filed 2026-10-13
Northstar Asset Management Co
DECREASED
Shares150,789 from 153,794
Change-3,005 (-2%)
Value$51.9M (+$653.4K)
Filed 2026-10-22
Staley Capital Advisers Inc
INCREASED
Shares149,858 from 148,861
Change+997 (+1%)
Value$49.9M (+$6.8M)
Filed 2026-11-06
Godsey & Gibb, Inc
DECREASED
Shares149,682 from 151,701
Change-2,019 (-1%)
Value$49.8M (+$6.0M)
Filed 2026-10-14
Platform Technology Partners
DECREASED
Shares149,399 from 150,937
Change-1,538 (-1%)
Value$49.8M (+$6.1M)
Filed 2026-11-02
Sawgrass Asset Management LLC
DECREASED
Shares148,639 from 149,990
Change-1,351 (-1%)
Value$49.5M (+$6.1M)
Filed 2026-11-03
Bennett Selby Investments LP
DECREASED
Shares148,076 from 150,285
Change-2,209 (-1%)
Value$49.3M (+$5.8M)
Filed 2026-10-19
Belvedere Trading LLC
INCREASED
Shares147,577 from 94,232
Change+53,345 (+57%)
Value$49.1M (+$21.9M)
Filed 2026-11-05
Traphagen Investment Advisors LLC
DECREASED
Shares147,517 from 159,148
Change-11,631 (-7%)
Value$49.1M (+$3.1M)
Filed 2026-10-14
Schmidt P J Investment Management Inc
DECREASED
Shares146,818 from 148,983
Change-2,165 (-1%)
Value$48.9M (+$5.8M)
Filed 2026-11-02
Lazari Capital Management, Inc.
DECREASED
Shares146,480 from 149,017
Change-2,537 (-2%)
Value$48.8M (+$5.7M)
Filed 2026-10-20
Journey Advisory Group, LLC
INCREASED
Shares146,426 from 146,313
Change+113 (+0%)
Value$48.8M (+$6.4M)
Filed 2026-11-04
TradeWell Securities, Llc.
DECREASED
Shares146,206 from 150,071
Change-3,865 (-3%)
Value$48.7M (+$5.3M)
Filed 2026-10-21
Accurate Wealth Management, LLC
INCREASED
Shares146,157 from 132,815
Change+13,342 (+10%)
Value$49.9M (+$8.0M)
Filed 2026-10-20
Waters Parkerson & Co., LLC
DECREASED
Shares145,920 from 147,813
Change-1,893 (-1%)
Value$48.6M (+$5.8M)
Filed 2026-11-04
WP Advisors, LLC
DECREASED
Shares145,745 from 147,791
Change-2,046 (-1%)
Value$48.5M (+$5.8M)
Filed 2026-10-22
West Branch Capital LLC
DECREASED
Shares145,702 from 148,498
Change-2,796 (-2%)
Value$48.5M (+$5.6M)
Filed 2026-10-20
Progressive Investment Management Corp
DECREASED
Shares145,567 from 146,728
Change-1,161 (-1%)
Value$48.5M (+$6.0M)
Filed 2026-10-26
Legacy Advisors, LLC
DECREASED
Shares145,461 from 149,777
Change-4,316 (-3%)
Value$48.4M (+$5.1M)
Filed 2026-10-19
Embree Financial Group
INCREASED
Shares144,680 from 140,896
Change+3,784 (+3%)
Value$48.2M (+$7.4M)
Filed 2026-10-22
Saybrook Capital
DECREASED
Shares144,484 from 146,539
Change-2,055 (-1%)
Value$48.1M (+$5.7M)
Filed 2026-10-27
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares144,387 from 149,094
Change-4,707 (-3%)
Value$48.1M (+$4.9M)
Filed 2026-10-19
Hunter Associates Investment Management LLC
DECREASED
Shares143,787 from 144,253
Change-466 (0%)
Value$47.9M (+$6.2M)
Filed 2026-10-26
Postrock Partners LLC
DECREASED
Shares143,584 from 143,624
Change-40 (0%)
Value$47.8M (+$6.3M)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares143,324 from 175,697
Change-32,373 (-18%)
Value$47.7M (-$3.1M)
Filed 2026-10-14
PFG Advisors
DECREASED
Shares143,318 from 148,464
Change-5,146 (-3%)
Value$47.7M (+$4.8M)
Filed 2026-10-16
Peachtree Investment Partners, LLC
INCREASED
Shares143,204 from 142,280
Change+924 (+1%)
Value$47.7M (+$6.5M)
Filed 2026-11-05
LSV Asset Management
INCREASED
Shares143,120 from 103,714
Change+39,406 (+38%)
Value$47.7M (+$17.7M)
Filed 2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED
Shares142,248 from 142,129
Change+119 (+0%)
Value$47.4M (+$6.2M)
Filed 2026-10-14
Wealth Architects, LLC
DECREASED
Shares141,455 from 153,166
Change-11,711 (-8%)
Value$47.1M (+$2.8M)
Filed 2026-11-03
Globalt Investments LLC / GA
INCREASED
Shares141,409 from 125,597
Change+15,812 (+13%)
Value$47.1M (+$10.7M)
Filed 2026-10-27
Avantax Planning Partners, Inc.
DECREASED
Shares141,394 from 146,753
Change-5,359 (-4%)
Value$47.1M (+$4.6M)
Filed 2026-11-03
One Way Holdings LLC
INCREASED
Shares141,342 from 134,781
Change+6,561 (+5%)
Value$47.1M (+$8.1M)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares141,205 from 173,481
Change-32,276 (-19%)
Value$47.0M (-$3.2M)
Filed 2026-10-16
Pennsylvania Capital Management Inc
INCREASED
Shares140,122 from 140,052
Change+70 (+0%)
Value$46.7M (+$6.1M)
Filed 2026-11-05
Mengis Capital Management, Inc.
DECREASED
Shares139,986 from 141,611
Change-1,625 (-1%)
Value$46.6M (+$5.6M)
Filed 2026-10-13
Augustine Asset Management Inc
INCREASED
Shares139,912 from 138,177
Change+1,735 (+1%)
Value$46.6M (+$6.6M)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares139,696 from 137,634
Change+2,062 (+2%)
Value$46.5M (+$6.7M)
Filed 2026-10-21
Greatmark Investment Partners, Inc.
DECREASED
Shares139,353 from 139,961
Change-608 (0%)
Value$46.4M (+$5.9M)
Filed 2026-10-28
Leisure Capital Management
DECREASED
Shares139,251 from 143,042
Change-3,791 (-3%)
Value$46.4M (+$5.0M)
Filed 2026-11-03
Cabot Wealth Management Inc
DECREASED
Shares139,074 from 142,794
Change-3,720 (-3%)
Value$46.3M (+$5.0M)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares138,980 from 137,963
Change+1,017 (+1%)
Value$46.3M (+$6.4M)
Filed 2026-10-20
Sage Capital Advisors,llc
DECREASED
Shares138,682 from 142,681
Change-3,999 (-3%)
Value$46.2M (+$4.9M)
Filed 2026-10-13
Lodestar Private Asset Management LLC
DECREASED
Shares138,643 from 141,047
Change-2,404 (-2%)
Value$46.2M (+$5.4M)
Filed 2026-10-26
Abner Herrman & Brock LLC
INCREASED
Shares138,474 from 137,832
Change+642 (+0%)
Value$46.1M (+$6.2M)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares138,328 from 130,323
Change+8,005 (+6%)
Value$47.4M (+$9.7M)
Filed 2026-10-15
PDS Planning, Inc
INCREASED
Shares137,261 from 136,287
Change+974 (+1%)
Value$45.7M (+$6.3M)
Filed 2026-11-03
Money Concepts Capital Corp
DECREASED
Shares137,162 from 138,265
Change-1,103 (-1%)
Value$45.7M (+$5.7M)
Filed 2026-11-06
Martin Capital Advisors, LLP
DECREASED
Shares136,538 from 136,849
Change-311 (0%)
Value$45.5M (+$5.9M)
Filed 2026-10-15
LVW Advisors, LLC
DECREASED
Shares135,963 from 139,990
Change-4,027 (-3%)
Value$45.3M (+$4.8M)
Filed 2026-10-19
Cigna Investments Inc
DECREASED
Shares135,623 from 137,044
Change-1,421 (-1%)
Value$45.2M (+$5.5M)
Filed 2026-10-19
Suncoast Equity Management
DECREASED
Shares135,535 from 139,049
Change-3,514 (-3%)
Value$45.1M (+$4.9M)
Filed 2026-11-03
RVW Wealth, LLC
INCREASED
Shares135,425 from 132,157
Change+3,268 (+2%)
Value$45.1M (+$6.9M)
Filed 2026-10-06
Semus Wealth Partners LLC
INCREASED
Shares135,380 from 135,255
Change+125 (+0%)
Value$45.1M (+$5.9M)
Filed 2026-10-22
Stonebridge Financial Group, LLC
INCREASED
Shares135,237 from 134,402
Change+835 (+1%)
Value$45.0M (+$6.1M)
Filed 2026-10-01
Catalyst Financial Partners LLC
INCREASED
Shares135,088 from 129,671
Change+5,417 (+4%)
Value$45.0M (+$7.5M)
Filed 2026-11-06
Rockline Wealth Management, LLC
DECREASED
Shares134,442 from 134,864
Change-422 (0%)
Value$44.8M (+$5.7M)
Filed 2026-10-26
Azzad Asset Management Inc
DECREASED
Shares134,400 from 141,319
Change-6,919 (-5%)
Value$44.8M (+$3.9M)
Filed 2026-11-04
Brick & Kyle, Associates
INCREASED
Shares134,300 from 130,619
Change+3,681 (+3%)
Value$44.7M (+$11.6M)
Filed 2026-11-05
WealthPLAN Partners, LLC
DECREASED
Shares134,222 from 137,249
Change-3,027 (-2%)
Value$44.7M (+$5.0M)
Filed 2026-10-15
Missouri Trust & Investment Co
DECREASED
Shares133,653 from 134,565
Change-912 (-1%)
Value$44.5M (+$2.9M)
Filed 2026-11-04
Root Financial Partners, LLC
INCREASED
Shares133,250 from 126,099
Change+7,151 (+6%)
Value$44.4M (+$7.9M)
Filed 2026-10-21
Regatta Capital Group, LLC
INCREASED
Shares133,117 from 132,482
Change+635 (+0%)
Value$44.3M (+$6.0M)
Filed 2026-10-23
Shepherd Financial Partners LLC
INCREASED
Shares132,285 from 131,046
Change+1,239 (+1%)
Value$44.1M (+$6.1M)
Filed 2026-11-03
Princeton Capital Management LLC
INCREASED
Shares132,165 from 132,060
Change+105 (+0%)
Value$44.0M (+$5.8M)
Filed 2026-10-27
Greenwood Capital Associates LLC
DECREASED
Shares132,050 from 139,989
Change-7,939 (-6%)
Value$44.0M (+$3.5M)
Filed 2026-10-27
Clarity Wealth Advisors, LLC
DECREASED
Shares131,652 from 133,752
Change-2,100 (-2%)
Value$43.8M (+$5.1M)
Filed 2026-10-21
StoneX Group Inc.
DECREASED
Shares131,628 from 142,737
Change-11,109 (-8%)
Value$43.8M (+$2.5M)
Filed 2026-11-03
Strategic Planning Group, LLC
DECREASED
Shares130,525 from 140,696
Change-10,171 (-7%)
Value$43.5M (+$2.8M)
Filed 2026-10-22
Steele Capital Management, Inc.
DECREASED
Shares129,994 from 132,054
Change-2,060 (-2%)
Value$43.3M (+$5.1M)
Filed 2026-11-02
Ironwood Financial, llc
DECREASED
Shares129,866 from 135,616
Change-5,750 (-4%)
Value$43.2M (+$215.7K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares129,656 from 129,139
Change+517 (+0%)
Value$43.2M (+$5.8M)
Filed 2026-10-30
JB Capital LLC
DECREASED
Shares129,609 from 134,089
Change-4,480 (-3%)
Value$43.2M (+$4.4M)
Filed 2026-10-19
Bensler, LLC
DECREASED
Shares129,465 from 134,832
Change-5,367 (-4%)
Value$43.1M (+$4.1M)
Filed 2026-11-05
Mechanics Bank Trust Department
DECREASED
Shares129,234 from 131,046
Change-1,812 (-1%)
Value$43.0M (+$5.1M)
Filed 2026-10-13
San Luis Wealth Advisors LLC
INCREASED
Shares128,813 from 127,968
Change+845 (+1%)
Value$42.9M (+$5.9M)
Filed 2026-10-27
Sterling Investment Advisors, Ltd.
DECREASED
Shares128,325 from 130,967
Change-2,642 (-2%)
Value$42.7M (+$4.8M)
Filed 2026-10-27
Laurel Wealth Advisors LLC
DECREASED
Shares127,592 from 129,713
Change-2,121 (-2%)
Value$42.5M (+$5.0M)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares127,575 from 137,129
Change-9,554 (-7%)
Value$42.5M (+$2.8M)
Filed 2026-10-26
Wallington Asset Management, LLC
DECREASED
Shares127,479 from 127,779
Change-300 (0%)
Value$42.5M (+$5.5M)
Filed 2026-11-04
WestEnd Advisors, LLC
DECREASED
Shares127,332 from 168,345
Change-41,013 (-24%)
Value$42.4M (-$6.3M)
Filed 2026-10-27
Atwood & Palmer Inc
DECREASED
Shares126,960 from 127,072
Change-112 (0%)
Value$42.3M (+$5.5M)
Filed 2026-10-08
Smithbridge Asset Management Inc
INCREASED
Shares126,419 from 125,188
Change+1,231 (+1%)
Value$42.1M (+$5.9M)
Filed 2026-10-19
Valley National Advisers Inc
INCREASED
Shares125,724 from 125,576
Change+148 (+0%)
Value$41.9M (+$5.5M)
Filed 2026-10-23
BIP Wealth, LLC
INCREASED
Shares125,602 from 121,031
Change+4,571 (+4%)
Value$41.8M (+$6.8M)
Filed 2026-10-22
Parthenon LLC
DECREASED
Shares125,595 from 127,020
Change-1,425 (-1%)
Value$41.8M (+$5.1M)
Filed 2026-10-22
Ninety One SA (PTY) Ltd
DECREASED
Shares125,440 from 125,672
Change-232 (0%)
Value$42.1M (+$5.8M)
Filed 2026-10-15
Bison Wealth, LLC
INCREASED
Shares125,288 from 114,143
Change+11,145 (+10%)
Value$42.7M (+$7.0M)
Filed 2026-10-13
Mirador Capital Partners LP
INCREASED
Shares125,280 from 123,799
Change+1,481 (+1%)
Value$41.7M (+$5.9M)
Filed 2026-10-09
Jackson Square Capital, LLC
INCREASED
Shares125,045 from 115,767
Change+9,278 (+8%)
Value$41.6M (+$8.1M)
Filed 2026-10-19
Plancorp, LLC
INCREASED
Shares124,667 from 113,711
Change+10,956 (+10%)
Value$43.0M (+$6.9M)
Filed 2026-11-03
Genus Capital Management Inc.
INCREASED
Shares124,493 from 80,184
Change+44,309 (+55%)
Value$41.5M (+$18.3M)
Filed 2026-11-04
Patton Albertson Miller Group, LLC
DECREASED
Shares124,354 from 133,484
Change-9,130 (-7%)
Value$41.4M (+$2.8M)
Filed 2026-10-26
Trifecta Capital Advisors, LLC
INCREASED
Shares124,350 from 122,859
Change+1,491 (+1%)
Value$41.4M (+$5.9M)
Filed 2026-10-21
TritonPoint Partners, LLC
DECREASED
Shares123,990 from 351,422
Change-227,432 (-65%)
Value$41.3M (-$60.4M)
Filed 2026-11-05
Chickasaw Capital Management LLC
DECREASED
Shares123,810 from 127,261
Change-3,451 (-3%)
Value$41.2M (+$4.4M)
Filed 2026-10-08
First Financial Bank - Trust Division
INCREASED
Shares123,653 from 122,587
Change+1,066 (+1%)
Value$41.2M (+$5.7M)
Filed 2026-10-01
Summit Global Investments
INCREASED
Shares123,216 from 81,878
Change+41,338 (+50%)
Value$41.0M (+$17.3M)
Filed 2026-10-28
Oak Harvest Investment Services
DECREASED
Shares122,902 from 135,836
Change-12,934 (-10%)
Value$40.9M (+$1.6M)
Filed 2026-10-20
Oak Asset Management, LLC
DECREASED
Shares122,868 from 125,189
Change-2,321 (-2%)
Value$40.9M (+$4.7M)
Filed 2026-10-13
Quantum Financial Advisors, LLC
INCREASED
Shares122,709 from 119,335
Change+3,374 (+3%)
Value$40.9M (+$6.3M)
Filed 2026-11-03
JLB & Associates Inc
DECREASED
Shares121,749 from 123,528
Change-1,779 (-1%)
Value$35.2M (-$514.8K)
Filed 2026-10-27
Marietta Wealth Management, LLC
DECREASED
Shares121,737 from 122,884
Change-1,147 (-1%)
Value$41.8M (+$6.2M)
Filed 2026-10-22
Fulcrum Asset Management LLP
INCREASED
Shares121,459 from 117,131
Change+4,328 (+4%)
Value$40.0M (+$7.0M)
Filed 2026-11-04
Southland Equity Partners LLC
INCREASED
Shares121,344 from 120,820
Change+524 (+0%)
Value$40.4M (+$5.4M)
Filed 2026-10-14
Draper Asset Management, LLC
DECREASED
Shares121,157 from 123,157
Change-2,000 (-2%)
Value$40.3M (+$4.7M)
Filed 2026-10-09
Asset One Wealth Management LLC
INCREASED
Shares120,940 from 103,362
Change+17,578 (+17%)
Value$40.3M (+$6.4M)
Filed 2026-11-02
Verity & Verity, LLC
DECREASED
Shares120,728 from 122,773
Change-2,045 (-2%)
Value$40.2M (+$4.7M)
Filed 2026-10-23
Perennial Advisors, LLC
DECREASED
Shares120,246 from 121,530
Change-1,284 (-1%)
Value$40.0M (+$4.9M)
Filed 2026-10-13
Lockheed Martin Investment Management Co
DECREASED
Shares120,210 from 530,060
Change-409,850 (-77%)
Value$40.0M (-$113.3M)
Filed 2026-11-04
Integrated Financial Solutions, Inc.
DECREASED
Shares120,009 from 120,673
Change-664 (-1%)
Value$40.0M (+$5.0M)
Filed 2026-10-09
RKL Wealth Management LLC
INCREASED
Shares119,769 from 119,147
Change+622 (+1%)
Value$39.9M (+$5.4M)
Filed 2026-10-16
DE Burlo Group Inc
DECREASED
Shares119,684 from 124,085
Change-4,401 (-4%)
Value$39.9M (+$4.0M)
Filed 2026-11-05
Barlow Wealth Partners, LLC
INCREASED
Shares119,530 from 117,646
Change+1,884 (+2%)
Value$39.9M (+$3.0M)
Filed 2026-10-15
Foster Victor Wealth Advisors, LLC
INCREASED
Shares119,507 from 111,885
Change+7,622 (+7%)
Value$41.0M (+$5.8M)
Filed 2026-10-21
Clark Asset Management, LLC
INCREASED
Shares119,476 from 118,130
Change+1,346 (+1%)
Value$39.8M (+$5.6M)
Filed 2026-10-19
Old Mission Investment Co LLC
DECREASED
Shares119,061 from 121,484
Change-2,423 (-2%)
Value$39.6M (+$4.5M)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
INCREASED
Shares118,811 from 118,752
Change+59 (+0%)
Value$39.6M (+$5.2M)
Filed 2026-10-23
Pioneer Trust Bank N A
DECREASED
Shares118,770 from 120,253
Change-1,483 (-1%)
Value$39.6M (+$4.8M)
Filed 2026-11-06
Bourne Lent Asset Management Inc
DECREASED
Shares118,692 from 120,823
Change-2,131 (-2%)
Value$39.5M (+$4.6M)
Filed 2026-11-05
Jacobi Capital Management LLC
INCREASED
Shares118,072 from 111,297
Change+6,775 (+6%)
Value$39.3M (+$7.1M)
Filed 2026-11-05
Resonant Capital Advisors, LLC
INCREASED
Shares118,043 from 111,880
Change+6,163 (+6%)
Value$39.3M (+$6.9M)
Filed 2026-10-15
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares117,671 from 119,343
Change-1,672 (-1%)
Value$39.2M (+$4.7M)
Filed 2026-10-08
McKinley Carter Wealth Services, Inc.
DECREASED
Shares117,407 from 120,271
Change-2,864 (-2%)
Value$39.1M (+$4.3M)
Filed 2026-10-16
Werba Rubin Papier Wealth Management
INCREASED
Shares117,337 from 117,297
Change+40 (+0%)
Value$39.1M (+$5.1M)
Filed 2026-11-06
James J. Burns & Company, LLC
DECREASED
Shares117,109 from 117,508
Change-399 (0%)
Value$39.0M (+$5.0M)
Filed 2026-10-22
Diversified Enterprises, LLC
INCREASED
Shares117,045 from 108,809
Change+8,236 (+8%)
Value$39.0M (+$7.5M)
Filed 2026-10-19
Creative Financial Designs Inc
DECREASED
Shares116,856 from 123,645
Change-6,789 (-5%)
Value$38.9M (+$3.1M)
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED
Shares116,699 from 123,702
Change-7,003 (-6%)
Value$38.9M (+$3.1M)
Filed 2026-10-20
Sigma Investment Counselors Inc
INCREASED
Shares116,239 from 100,323
Change+15,916 (+16%)
Value$38.7M (+$9.7M)
Filed 2026-10-27
MCF Advisors LLC
DECREASED
Shares116,212 from 119,467
Change-3,255 (-3%)
Value$38.7M (+$4.1M)
Filed 2026-10-28
TCI Wealth Advisors, Inc.
DECREASED
Shares116,200 from 123,283
Change-7,083 (-6%)
Value$38.7M (+$3.0M)
Filed 2026-10-30
McGuire Investment Group, LLC
INCREASED
Shares115,666 from 115,570
Change+96 (+0%)
Value$38.5M (+$5.1M)
Filed 2026-10-23
Fischer Financial Services, Inc.
DECREASED
Shares115,574 from 116,876
Change-1,302 (-1%)
Value$38.5M (+$4.7M)
Filed 2026-10-30
Bellecapital International Ltd.
INCREASED
Shares115,332 from 114,638
Change+694 (+1%)
Value$38.4M (+$5.2M)
Filed 2026-10-21
Golden State Wealth Management, LLC
DECREASED
Shares115,009 from 120,182
Change-5,173 (-4%)
Value$38.3M (+$3.5M)
Filed 2026-11-02
Westover Capital Advisors, LLC
INCREASED
Shares114,760 from 114,637
Change+123 (+0%)
Value$38.2M (+$5.0M)
Filed 2026-10-26
Linscomb Wealth, Inc.
INCREASED
Shares114,513 from 114,461
Change+52 (+0%)
Value$38.1M (+$5.0M)
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares114,470 from 114,143
Change+327 (+0%)
Value$38.1M (+$5.1M)
Filed 2026-10-22
Focused Wealth Management, Inc
DECREASED
Shares114,313 from 114,902
Change-589 (-1%)
Value$38.1M (+$4.8M)
Filed 2026-10-30
NTV Asset Management LLC
INCREASED
Shares114,223 from 113,774
Change+449 (+0%)
Value$38.0M (+$5.1M)
Filed 2026-10-23
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares113,960 from 121,028
Change-7,068 (-6%)
Value$38.0M (+$2.9M)
Filed 2026-10-30
XML Financial, LLC
DECREASED
Shares113,884 from 115,961
Change-2,077 (-2%)
Value$37.9M (+$4.4M)
Filed 2026-10-29
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares113,757 from 113,122
Change+635 (+1%)
Value$37.9M (+$5.2M)
Filed 2026-10-22
Allen Capital Group, LLC
DECREASED
Shares113,659 from 113,847
Change-188 (0%)
Value$37.9M (+$4.9M)
Filed 2026-10-27
Security National Bank
INCREASED
Shares113,554 from 111,008
Change+2,546 (+2%)
Value$37.8M (+$5.7M)
Filed 2026-10-26
Summit Wealth Group LLC / Co
INCREASED
Shares113,299 from 97,815
Change+15,484 (+16%)
Value$37.7M (+$9.4M)
Filed 2026-10-29
Connecticut Wealth Management, LLC
INCREASED
Shares113,294 from 111,984
Change+1,310 (+1%)
Value$37.7M (+$5.3M)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares113,125 from 106,634
Change+6,491 (+6%)
Value$37.7M (+$6.8M)
Filed 2026-10-07
New Hampshire Trust
DECREASED
Shares112,996 from 114,427
Change-1,431 (-1%)
Value$37.6M (+$4.5M)
Filed 2026-10-20
Sander Capital Advisors Inc
DECREASED
Shares112,620 from 113,481
Change-861 (-1%)
Value$37.5M (+$4.7M)
Filed 2026-10-20
NWF Advisory Services Inc.
DECREASED
Shares111,983 from 120,412
Change-8,429 (-7%)
Value$37.3M (+$2.4M)
Filed 2026-10-19
Brown Miller Wealth Management, LLC
DECREASED
Shares111,576 from 112,243
Change-667 (-1%)
Value$37.2M (+$4.7M)
Filed 2026-11-02
Independence Bank of Kentucky
DECREASED
Shares111,305 from 113,982
Change-2,677 (-2%)
Value$37.1M (+$4.1M)
Filed 2026-10-26
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED
Shares111,037 from 111,037
Change0 (0%)
Value$37.0M (+$4.8M)
Filed 2026-10-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares110,712 from 106,345
Change+4,367 (+4%)
Value$36.9M (+$6.1M)
Filed 2026-10-14
Clearstead Trust, LLC
INCREASED
Shares110,237 from 109,097
Change+1,140 (+1%)
Value$36.7M (+$5.1M)
Filed 2026-11-06
Nicholas Hoffman & Company, Llc.
DECREASED
Shares110,135 from 111,231
Change-1,096 (-1%)
Value$36.7M (+$4.5M)
Filed 2026-10-30
Trust Point Inc.
NEW
Shares109,901
Change+109,901
Value$36.6M
Filed 2026-10-27
Garde Capital, Inc.
INCREASED
Shares109,729 from 105,802
Change+3,927 (+4%)
Value$36.5M (+$5.9M)
Filed 2026-10-29
Scott & Selber, Inc.
DECREASED
Shares109,469 from 109,589
Change-120 (0%)
Value$36.5M (+$4.7M)
Filed 2026-10-21
Huntleigh Advisors, Inc.
DECREASED
Shares109,295 from 109,310
Change-15 (0%)
Value$36.4M (+$4.8M)
Filed 2026-11-03
Axxion S.A.
DECREASED
Shares108,952 from 110,232
Change-1,280 (-1%)
Value$36.5M (+$8.5M)
Filed 2026-10-22
GoalVest Advisory LLC
INCREASED
Shares108,912 from 13,577
Change+95,335 (+702%)
Value$4.9M (+$994.0K)
Filed 2026-10-02
Copeland Capital Management, LLC
INCREASED
Shares108,879 from 103,808
Change+5,071 (+5%)
Value$36.3M (+$6.2M)
Filed 2026-10-13
West Wealth Group, LLC
INCREASED
Shares108,820 from 57,166
Change+51,654 (+90%)
Value$19.3M (+$2.8M)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
DECREASED
Shares108,761 from 110,536
Change-1,775 (-2%)
Value$36.2M (+$4.2M)
Filed 2026-10-07
Mitchell Capital Management Co
DECREASED
Shares108,462 from 110,818
Change-2,356 (-2%)
Value$36.1M (+$4.1M)
Filed 2026-10-29
Symphony Financial, Ltd. Co.
INCREASED
Shares108,175 from 82,235
Change+25,940 (+32%)
Value$36.1M (+$12.9M)
Filed 2026-10-22
Symmetry Partners, LLC
INCREASED
Shares108,076 from 105,541
Change+2,535 (+2%)
Value$36.0M (+$5.5M)
Filed 2026-10-27
Gilliland Jeter Wealth Management LLC
DECREASED
Shares108,053 from 109,006
Change-953 (-1%)
Value$36.0M (+$4.4M)
Filed 2026-10-28
Sovran Advisors, LLC
DECREASED
Shares107,922 from 108,755
Change-833 (-1%)
Value$37.7M (+$669.8K)
Filed 2026-11-02
Regent Peak Wealth Advisors LLC
DECREASED
Shares107,772 from 108,166
Change-394 (0%)
Value$35.9M (+$4.6M)
Filed 2026-10-13
Moody National Bank Trust Division
DECREASED
Shares107,380 from 107,631
Change-251 (0%)
Value$35.8M (+$4.6M)
Filed 2026-10-06
Teamwork Financial Advisors, LLC
DECREASED
Shares107,263 from 156,029
Change-48,766 (-31%)
Value$35.7M (-$9.4M)
Filed 2026-10-19
Arjuna Capital
DECREASED
Shares107,223 from 109,019
Change-1,796 (-2%)
Value$35.7M (+$4.2M)
Filed 2026-11-03
James Investment Research, Inc.
DECREASED
Shares106,860 from 110,118
Change-3,258 (-3%)
Value$35.6M (+$3.7M)
Filed 2026-10-22
Essex Bank
DECREASED
Shares106,525 from 106,814
Change-289 (0%)
Value$35.5M (+$4.6M)
Filed 2026-10-16
Valicenti Advisory Services Inc
DECREASED
Shares106,130 from 106,885
Change-755 (-1%)
Value$35.3M (+$4.4M)
Filed 2026-10-23
Sanders Morris Harris LLC
INCREASED
Shares105,948 from 57,601
Change+48,347 (+84%)
Value$35.6M (+$18.9M)
Filed 2026-10-14
Waldron Private Wealth LLC
DECREASED
Shares105,920 from 108,448
Change-2,528 (-2%)
Value$35.3M (+$3.9M)
Filed 2026-11-02
Stenger Family Office, LLC
INCREASED
Shares105,218 from 102,554
Change+2,664 (+3%)
Value$35.9M (+$6.2M)
Filed 2026-10-22
Blue Zone Wealth Advisors, LLC
INCREASED
Shares105,218 from 104,478
Change+740 (+1%)
Value$35.0M (+$4.8M)
Filed 2026-10-19
Ellis Investment Partners, LLC
INCREASED
Shares104,822 from 104,239
Change+583 (+1%)
Value$34.9M (+$4.7M)
Filed 2026-10-21
Alta Advisers Ltd
INCREASED
Shares104,799 from 57,768
Change+47,031 (+81%)
Value$34.9M (+$18.2M)
Filed 2026-11-02
TTP Investments, Inc.
INCREASED
Shares104,563 from 104,116
Change+447 (+0%)
Value$34.8M (+$4.7M)
Filed 2026-10-30
Canvas Wealth Advisors, LLC
DECREASED
Shares104,412 from 106,892
Change-2,480 (-2%)
Value$36.4M (+$5.5M)
Filed 2026-11-02
Archford Capital Strategies, LLC
DECREASED
Shares104,259 from 105,245
Change-986 (-1%)
Value$34.7M (+$4.3M)
Filed 2026-10-19
Harrell Investment Partners, LLC
INCREASED
Shares103,845 from 103,658
Change+187 (+0%)
Value$34.6M (+$4.6M)
Filed 2026-10-15
Weil Company, Inc.
DECREASED
Shares103,833 from 106,724
Change-2,891 (-3%)
Value$34.6M (+$3.7M)
Filed 2026-10-14
Altfest L J & Co Inc
DECREASED
Shares103,582 from 105,263
Change-1,681 (-2%)
Value$34.5M (+$4.0M)
Filed 2026-10-27
Winch Advisory Services, LLC
DECREASED
Shares103,401 from 105,446
Change-2,045 (-2%)
Value$34.4M (+$3.9M)
Filed 2026-11-06
Trek Financial, LLC
DECREASED
Shares103,170 from 104,919
Change-1,749 (-2%)
Value$34.4M (+$4.0M)
Filed 2026-10-29
Great Lakes Retirement, Inc.
INCREASED
Shares102,822 from 102,454
Change+368 (+0%)
Value$34.2M (+$4.6M)
Filed 2026-10-26
Cypress Asset Management Inc
DECREASED
Shares102,707 from 106,911
Change-4,204 (-4%)
Value$34.2M (+$3.3M)
Filed 2026-10-09
Dale Q Rice Investment Management Ltd
DECREASED
Shares102,605 from 102,840
Change-235 (0%)
Value$34.2M (+$4.4M)
Filed 2026-10-09
Partners Wealth Management, LLC
INCREASED
Shares102,462 from 24,584
Change+77,878 (+317%)
Value$34.1M (+$27.0M)
Filed 2026-10-28
Ashurst Perkins Coie Trust Co
DECREASED
Shares102,424 from 102,658
Change-234 (0%)
Value$34.1M (+$4.4M)
Filed 2026-10-15
TigerOak Management, L.L.C.
INCREASED
Shares102,178 from 95,112
Change+7,066 (+7%)
Value$34.0M (+$6.5M)
Filed 2026-10-23
Aprio Wealth Management, LLC
INCREASED
Shares102,054 from 97,228
Change+4,826 (+5%)
Value$34.0M (+$5.9M)
Filed 2026-10-28
Key FInancial Inc
DECREASED
Shares101,778 from 102,793
Change-1,015 (-1%)
Value$33.9M (+$4.1M)
Filed 2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares101,590 from 106,571
Change-4,981 (-5%)
Value$33.8M (+$3.0M)
Filed 2026-10-09
Stockman Wealth Management, Inc.
DECREASED
Shares101,574 from 104,288
Change-2,714 (-3%)
Value$33.8M (+$3.6M)
Filed 2026-10-27
Triad Wealth Partners, LLC
INCREASED
Shares101,306 from 100,693
Change+613 (+1%)
Value$33.7M (+$3.2M)
Filed 2026-10-26
Clean Yield Group
DECREASED
Shares101,180 from 101,792
Change-612 (-1%)
Value$33.7M (+$4.2M)
Filed 2026-10-28
Atwater Malick LLC
DECREASED
Shares101,151 from 102,071
Change-920 (-1%)
Value$33.7M (+$4.2M)
Filed 2026-10-15
SevenBridge Financial Group, LLC
DECREASED
Shares100,856 from 106,300
Change-5,444 (-5%)
Value$34.2M (+$933.6K)
Filed 2026-10-26
Provident Investment Management, Inc.
DECREASED
Shares100,803 from 102,215
Change-1,412 (-1%)
Value$33.6M (+$4.0M)
Filed 2026-10-23
Sierra Summit Advisors LLC
DECREASED
Shares100,714 from 106,629
Change-5,915 (-6%)
Value$33.5M (+$2.7M)
Filed 2026-10-28
Bill Few Associates, Inc.
DECREASED
Shares100,701 from 101,267
Change-566 (-1%)
Value$33.5M (+$4.2M)
Filed 2026-10-09
Marks Group Wealth Management, Inc
DECREASED
Shares100,679 from 104,089
Change-3,410 (-3%)
Value$33.5M (+$3.4M)
Filed 2026-11-05
Community Financial Services Group, LLC
DECREASED
Shares100,456 from 102,236
Change-1,780 (-2%)
Value$33.2M (+$3.1M)
Filed 2026-10-15
Firetrail Investments PTY LTD
DECREASED
Shares100,380 from 101,080
Change-700 (-1%)
Value$33.6M (+$4.5M)
Filed 2026-11-05
Claro Advisors Inc.
INCREASED
Shares100,313 from 97,879
Change+2,434 (+2%)
Value$33.4M (+$5.1M)
Filed 2026-11-02
Ignite Planners, LLC
DECREASED
Shares100,270 from 104,598
Change-4,328 (-4%)
Value$33.4M (+$3.2M)
Filed 2026-10-14
Peddock Capital Advisors, LLC
DECREASED
Shares100,226 from 100,506
Change-280 (0%)
Value$33.4M (+$4.3M)
Filed 2026-10-16
Blume Capital Management, Inc.
DECREASED
Shares100,212 from 101,193
Change-981 (-1%)
Value$33.4M (+$4.1M)
Filed 2026-10-26
Tema Etfs LLC
DECREASED
Shares99,735 from 109,937
Change-10,202 (-9%)
Value$33.2M (+$1.4M)
Filed 2026-10-16
City Holding Co
INCREASED
Shares99,141 from 97,401
Change+1,740 (+2%)
Value$33.0M (+$4.8M)
Filed 2026-10-19
Quadcap Wealth Management, LLC
DECREASED
Shares99,127 from 101,357
Change-2,230 (-2%)
Value$33.0M (+$3.7M)
Filed 2026-11-02
Hamilton Point Investment Advisors, LLC
DECREASED
Shares98,910 from 100,316
Change-1,406 (-1%)
Value$32.9M (+$3.9M)
Filed 2026-11-03
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares98,846 from 98,929
Change-83 (0%)
Value$32.9M (+$4.3M)
Filed 2026-10-19
Alchemi Wealth, LLC
DECREASED
Shares98,722 from 99,740
Change-1,018 (-1%)
Value$32.9M (+$4.0M)
Filed 2026-11-04
Perpetual Ltd
DECREASED
Shares98,637 from 108,908
Change-10,271 (-9%)
Value$32.8M (+$1.3M)
Filed 2026-10-13
Quantum Private Wealth, LLC
DECREASED
Shares98,462 from 101,104
Change-2,642 (-3%)
Value$32.8M (+$3.5M)
Filed 2026-10-20
Fulcrum Capital LLC
INCREASED
Shares98,459 from 96,103
Change+2,356 (+2%)
Value$32.8M (+$5.0M)
Filed 2026-10-15
Inscription Capital, LLC
DECREASED
Shares97,893 from 144,917
Change-47,024 (-32%)
Value$32.6M (-$9.3M)
Filed 2026-11-02
JFS Wealth Advisors, LLC
INCREASED
Shares97,771 from 97,671
Change+100 (+0%)
Value$32.6M (+$4.3M)
Filed 2026-11-03
Financial Partners Group, Inc
DECREASED
Shares97,564 from 98,158
Change-594 (-1%)
Value$32.5M (+$4.1M)
Filed 2026-10-19
TriaGen Wealth Management LLC
DECREASED
Shares97,387 from 103,464
Change-6,077 (-6%)
Value$32.4M (+$2.5M)
Filed 2026-10-14
CV Advisors LLC
INCREASED
Shares97,293 from 94,733
Change+2,560 (+3%)
Value$32.4M (+$5.0M)
Filed 2026-10-13
Global Assets Advisory, LLC
DECREASED
Shares97,201 from 97,379
Change-178 (0%)
Value$32.3M (+$3.7M)
Filed 2026-10-28
Founders Financial Securities LLC
INCREASED
Shares96,663 from 89,227
Change+7,436 (+8%)
Value$32.2M (+$6.4M)
Filed 2026-10-28
Grandfield & Dodd, LLC
INCREASED
Shares96,629 from 95,536
Change+1,093 (+1%)
Value$32.2M (+$4.5M)
Filed 2026-10-29
Howard Financial Services, Ltd.
INCREASED
Shares96,581 from 93,506
Change+3,075 (+3%)
Value$32.2M (+$5.1M)
Filed 2026-10-15
Sound Income Strategies, LLC
INCREASED
Shares96,557 from 95,774
Change+783 (+1%)
Value$32.9M (+$5.2M)
Filed 2026-10-09
True Private Wealth Advisors
DECREASED
Shares96,059 from 96,808
Change-749 (-1%)
Value$32.0M (+$4.0M)
Filed 2026-10-19
180 Wealth Advisors, LLC
DECREASED
Shares95,918 from 96,456
Change-538 (-1%)
Value$31.9M (+$4.0M)
Filed 2026-11-03
McLean Asset Management Corp
DECREASED
Shares95,879 from 96,785
Change-906 (-1%)
Value$33.0M (+$3.1M)
Filed 2026-11-06
Personal CFO Solutions, LLC
DECREASED
Shares95,813 from 147,071
Change-51,258 (-35%)
Value$31.9M (-$10.6M)
Filed 2026-11-06
Oak Grove Capital LLC
INCREASED
Shares95,627 from 84,378
Change+11,249 (+13%)
Value$31.8M (+$7.4M)
Filed 2026-10-09
Churchill Financial Advisors, LLC
INCREASED
Shares95,487 from 94,247
Change+1,240 (+1%)
Value$31.8M (+$4.5M)
Filed 2026-10-20
Legacy Trust
DECREASED
Shares95,257 from 95,877
Change-620 (-1%)
Value$32.8M (+$5.1M)
Filed 2026-11-06
Nfsg Corp
INCREASED
Shares95,245 from 92,138
Change+3,107 (+3%)
Value$31.7M (+$5.1M)
Filed 2026-10-15
McAdam, LLC
INCREASED
Shares95,078 from 91,902
Change+3,176 (+3%)
Value$31.7M (+$5.1M)
Filed 2026-10-21
Zions Bancorporation, National Association
DECREASED
Shares95,033 from 106,231
Change-11,198 (-11%)
Value$31.6M (+$908.9K)
Filed 2026-11-06
Nadler Financial Group, Inc.
DECREASED
Shares95,005 from 99,197
Change-4,192 (-4%)
Value$31.6M (+$2.9M)
Filed 2026-10-23
Jeppson Wealth Management, LLC
DECREASED
Shares94,578 from 94,969
Change-391 (0%)
Value$31.5M (+$4.0M)
Filed 2026-10-20
Peterson Wealth Services
INCREASED
Shares94,504 from 93,355
Change+1,149 (+1%)
Value$31.5M (+$4.5M)
Filed 2026-10-26
Miramontes Capital, LLC
INCREASED
Shares94,395 from 93,662
Change+733 (+1%)
Value$31.4M (+$4.3M)
Filed 2026-10-19
Sentinel Trust Co LBA
INCREASED
Shares94,317 from 88,836
Change+5,481 (+6%)
Value$31.4M (+$5.7M)
Filed 2026-11-03
McCollum Christoferson Group LLC
INCREASED
Shares94,030 from 93,389
Change+641 (+1%)
Value$22.3M (+$3.1M)
Filed 2026-10-13
bLong Financial, LLC
INCREASED
Shares93,921 from 93,057
Change+864 (+1%)
Value$31.3M (+$4.4M)
Filed 2026-10-29
Mezzasalma Advisors, LLC
INCREASED
Shares93,859 from 93,718
Change+141 (+0%)
Value$31.3M (+$4.1M)
Filed 2026-10-14
Trust Co of the South
DECREASED
Shares93,734 from 93,977
Change-243 (0%)
Value$31.2M (+$4.0M)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED
Shares93,539 from 93,792
Change-253 (0%)
Value$31.2M (+$4.0M)
Filed 2026-10-16
Isthmus Partners, LLC
INCREASED
Shares93,538 from 92,177
Change+1,361 (+1%)
Value$31.1M (+$4.5M)
Filed 2026-10-21
Galvin, Gaustad & Stein, LLC
INCREASED
Shares93,467 from 83,390
Change+10,077 (+12%)
Value$31.1M (+$7.0M)
Filed 2026-10-08
Westside Investment Management, Inc.
INCREASED
Shares93,337 from 92,002
Change+1,335 (+1%)
Value$31.1M (+$4.5M)
Filed 2026-11-02
Paulson Wealth Management Inc.
DECREASED
Shares93,233 from 95,476
Change-2,243 (-2%)
Value$31.0M (+$3.4M)
Filed 2026-11-02
Romano Brothers and Company
DECREASED
Shares93,224 from 94,276
Change-1,052 (-1%)
Value$31.0M (+$3.8M)
Filed 2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED
Shares93,223 from 103,386
Change-10,163 (-10%)
Value$31.0M (+$1.1M)
Filed 2026-10-28
Brady Family Wealth, LLC
DECREASED
Shares92,867 from 97,300
Change-4,433 (-5%)
Value$30.9M (+$2.8M)
Filed 2026-11-02
MBL Wealth, LLC
INCREASED
Shares92,707 from 91,740
Change+967 (+1%)
Value$30.9M (+$4.3M)
Filed 2026-10-22
Northside Capital Management, LLC
INCREASED
Shares92,587 from 91,000
Change+1,587 (+2%)
Value$30.8M (+$4.5M)
Filed 2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares92,341 from 94,203
Change-1,862 (-2%)
Value$30.8M (+$3.5M)
Filed 2026-11-02
Saratoga Research & Investment Management
DECREASED
Shares92,190 from 100,400
Change-8,210 (-8%)
Value$30.7M (+$1.6M)
Filed 2026-10-16
SeaBridge Investment Advisors LLC
INCREASED
Shares92,081 from 89,073
Change+3,008 (+3%)
Value$30.7M (+$4.9M)
Filed 2026-11-02
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares92,027 from 94,788
Change-2,761 (-3%)
Value$30.6M (+$3.2M)
Filed 2026-10-06
Tufton Capital Management
DECREASED
Shares92,022 from 93,351
Change-1,329 (-1%)
Value$30.6M (+$3.6M)
Filed 2026-10-20
Villere ST Denis J & Co LLC
DECREASED
Shares92,009 from 97,884
Change-5,875 (-6%)
Value$30.6M (+$2.3M)
Filed 2026-11-04
Millennium Capital Advisors, LLC
DECREASED
Shares91,807 from 92,005
Change-198 (0%)
Value$30.6M (+$4.0M)
Filed 2026-10-16
Next Level Private LLC
INCREASED
Shares91,736 from 88,915
Change+2,821 (+3%)
Value$30.5M (+$4.8M)
Filed 2026-10-20
Lineweaver Wealth Advisors, LLC
DECREASED
Shares91,726 from 93,087
Change-1,361 (-1%)
Value$30.5M (+$3.6M)
Filed 2026-10-13
Levin Capital Strategies, L.P.
DECREASED
Shares91,695 from 94,384
Change-2,689 (-3%)
Value$30.5M (+$3.2M)
Filed 2026-11-02
Central Bank & Trust Co
INCREASED
Shares91,663 from 91,580
Change+83 (+0%)
Value$30.5M (+$4.0M)
Filed 2026-10-09
Mystic Asset Management, Inc.
DECREASED
Shares91,653 from 100,682
Change-9,029 (-9%)
Value$30.5M (+$1.4M)
Filed 2026-10-15
Acropolis Investment Management, LLC
INCREASED
Shares91,423 from 86,574
Change+4,849 (+6%)
Value$30.4M (+$5.4M)
Filed 2026-10-08
Cordatus Wealth Management LLC
DECREASED
Shares91,364 from 92,880
Change-1,516 (-2%)
Value$30.4M (+$3.6M)
Filed 2026-10-19
Central Pacific Bank - Trust Division
DECREASED
Shares91,067 from 94,270
Change-3,203 (-3%)
Value$30.3M (+$3.0M)
Filed 2026-10-06
Manske Wealth Management
DECREASED
Shares91,059 from 94,727
Change-3,668 (-4%)
Value$30.3M (+$2.9M)
Filed 2026-10-26
Guyasuta Investment Advisors Inc
DECREASED
Shares91,052 from 91,383
Change-331 (0%)
Value$30.3M (+$3.9M)
Filed 2026-10-15
Searle & Co.
DECREASED
Shares91,022 from 91,948
Change-926 (-1%)
Value$30.3M (+$3.7M)
Filed 2026-11-04
Sowa Financial Group, Inc.
DECREASED
Shares91,015 from 92,288
Change-1,273 (-1%)
Value$30.3M (+$3.6M)
Filed 2026-10-26
Chemistry Wealth Management LLC
DECREASED
Shares90,587 from 91,699
Change-1,112 (-1%)
Value$30.2M (+$3.6M)
Filed 2026-10-16
Convergence Investment Partners, LLC
INCREASED
Shares90,552 from 21,486
Change+69,066 (+321%)
Value$30.2M (+$23.9M)
Filed 2026-10-28
Costello Asset Management, Inc
DECREASED
Shares90,248 from 91,912
Change-1,664 (-2%)
Value$30.1M (+$3.5M)
Filed 2026-10-30
BG Investment Services, LLC
INCREASED
Shares90,187 from 6,447
Change+83,740 (+1299%)
Value$30.0M (+$28.2M)
Filed 2026-10-23
Armstrong, Fleming & Moore, Inc
DECREASED
Shares89,889 from 90,528
Change-639 (-1%)
Value$29.9M (+$3.7M)
Filed 2026-10-28
Toth Financial Advisory Corp
DECREASED
Shares89,869 from 90,357
Change-488 (-1%)
Value$29.9M (+$3.8M)
Filed 2026-10-08
Roberts Wealth Advisors, LLC
DECREASED
Shares89,755 from 90,395
Change-640 (-1%)
Value$29.9M (+$3.7M)
Filed 2026-10-14
Wernau Asset Management Inc.
DECREASED
Shares89,612 from 91,042
Change-1,430 (-2%)
Value$29.8M (+$3.5M)
Filed 2026-10-19
United Advisor Group, LLC
INCREASED
Shares89,381 from 88,092
Change+1,289 (+1%)
Value$29.8M (+$4.3M)
Filed 2026-11-03
Richard C. Young & Co., Ltd.
DECREASED
Shares89,035 from 89,222
Change-187 (0%)
Value$29.7M (+$3.8M)
Filed 2026-11-04
Portfolio Design Labs, LLC
DECREASED
Shares89,001 from 89,125
Change-124 (0%)
Value$29.6M (+$3.8M)
Filed 2026-11-04
Curated Wealth Partners LLC
INCREASED
Shares88,652 from 46,739
Change+41,913 (+90%)
Value$29.5M (+$16.0M)
Filed 2026-10-15
Milestone Asset Management, LLC
INCREASED
Shares88,620 from 66,053
Change+22,567 (+34%)
Value$29.5M (+$10.4M)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares88,530 from 89,844
Change-1,314 (-1%)
Value$29.5M (+$3.5M)
Filed 2026-10-27
Compass Financial Management LLC
INCREASED
Shares88,391 from 86,448
Change+1,943 (+2%)
Value$29.4M (+$3.5M)
Filed 2026-10-30
GSG Advisors LLC
DECREASED
Shares88,389 from 88,878
Change-489 (-1%)
Value$29.4M (+$3.7M)
Filed 2026-11-03
Willis Investment Counsel
DECREASED
Shares88,286 from 111,285
Change-22,999 (-21%)
Value$29.4M (-$2.8M)
Filed 2026-10-20
Generali Investments, Management Co LLC
INCREASED
Shares88,142 from 80,362
Change+7,780 (+10%)
Value$29.4M (+$6.1M)
Filed 2026-10-19
Harbor Capital Advisors, Inc.
INCREASED
Shares87,932 from 87,581
Change+351 (+0%)
Value$29.3M (+$3.9M)
Filed 2026-10-22
Skylands Capital, LLC
DECREASED
Shares87,815 from 91,740
Change-3,925 (-4%)
Value$29.2M (+$2.7M)
Filed 2026-10-21
First Premier Bank
DECREASED
Shares87,667 from 89,684
Change-2,017 (-2%)
Value$29.2M (+$3.2M)
Filed 2026-10-13
Professional Advisory Services Inc
DECREASED
Shares87,620 from 99,215
Change-11,595 (-12%)
Value$29.2M (+$470.0K)
Filed 2026-10-08
Strategic Wealth Investment Group, LLC
DECREASED
Shares87,331 from 92,998
Change-5,667 (-6%)
Value$29.1M (+$2.2M)
Filed 2026-10-29
Orange Investment Advisors, Inc.
DECREASED
Shares87,038 from 90,281
Change-3,243 (-4%)
Value$29.0M (+$2.9M)
Filed 2026-10-23
Cardinal Capital Management
INCREASED
Shares86,800 from 86,434
Change+366 (+0%)
Value$28.9M (+$3.9M)
Filed 2026-10-21
SFE Investment Counsel
INCREASED
Shares86,394 from 86,015
Change+379 (+0%)
Value$28.8M (+$3.9M)
Filed 2026-10-29
Arch Global Advisors, LLC
DECREASED
Shares85,902 from 86,091
Change-189 (0%)
Value$28.6M (+$3.7M)
Filed 2026-10-23
Guardian Asset Advisors, LLC
DECREASED
Shares85,796 from 87,904
Change-2,108 (-2%)
Value$28.6M (+$3.1M)
Filed 2026-10-16
Holcombe Financial, Inc.
DECREASED
Shares85,724 from 85,896
Change-172 (0%)
Value$28.5M (+$3.7M)
Filed 2026-10-16
1834 Investment Advisors Co
DECREASED
Shares85,687 from 89,375
Change-3,688 (-4%)
Value$28.5M (+$2.7M)
Filed 2026-10-16
Duncker Streett & Co Inc
DECREASED
Shares85,682 from 85,776
Change-94 (0%)
Value$28.5M (+$3.7M)
Filed 2026-10-27
Activest Wealth Management
INCREASED
Shares85,566 from 84,546
Change+1,020 (+1%)
Value$28.5M (+$4.0M)
Filed 2026-10-15
Iowa State Bank
INCREASED
Shares85,537 from 74,734
Change+10,803 (+14%)
Value$28.5M (+$6.9M)
Filed 2026-10-06
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares85,453 from 86,934
Change-1,481 (-2%)
Value$28.5M (+$3.3M)
Filed 2026-10-29
Aries Wealth Management
DECREASED
Shares85,115 from 86,337
Change-1,222 (-1%)
Value$28.3M (+$3.4M)
Filed 2026-10-23
Independent Solutions Wealth Management, LLC
INCREASED
Shares85,000 from 84,663
Change+337 (+0%)
Value$28.3M (+$3.8M)
Filed 2026-10-28
Hohimer Wealth Management, LLC
DECREASED
Shares84,930 from 108,953
Change-24,023 (-22%)
Value$28.3M (-$3.2M)
Filed 2026-11-04
First Interstate Bank
INCREASED
Shares84,894 from 76,399
Change+8,495 (+11%)
Value$28.3M (+$6.2M)
Filed 2026-10-23
CMH Wealth Management LLC
DECREASED
Shares84,731 from 87,186
Change-2,455 (-3%)
Value$28.2M (+$3.0M)
Filed 2026-10-22
Guardian Partners Inc.
INCREASED
Shares84,678 from 83,532
Change+1,146 (+1%)
Value$28.2M (+$4.0M)
Filed 2026-10-21
Overbrook Management Corp
DECREASED
Shares84,471 from 85,572
Change-1,101 (-1%)
Value$28.1M (+$3.4M)
Filed 2026-10-08
Bfsg, LLC
INCREASED
Shares84,419 from 80,639
Change+3,780 (+5%)
Value$28.1M (+$4.8M)
Filed 2026-10-30
Kestra Investment Management, LLC
INCREASED
Shares84,358 from 79,480
Change+4,878 (+6%)
Value$28.1M (+$5.1M)
Filed 2026-11-04
Intesa Sanpaolo Wealth Management
INCREASED
Shares84,241 from 83,041
Change+1,200 (+1%)
Value$28.1M (+$4.0M)
Filed 2026-10-28
Ring Mountain Capital, LLC
INCREASED
Shares84,141 from 83,555
Change+586 (+1%)
Value$28.0M (+$3.8M)
Filed 2026-10-13
JSF Financial, LLC
INCREASED
Shares84,132 from 82,497
Change+1,635 (+2%)
Value$28.0M (+$4.1M)
Filed 2026-10-22
Westbourne Investment Advisors, Inc.
DECREASED
Shares84,051 from 86,506
Change-2,455 (-3%)
Value$28.0M (+$3.0M)
Filed 2026-10-20
3Chopt Investment Partners, LLC
INCREASED
Shares83,645 from 76,117
Change+7,528 (+10%)
Value$27.9M (+$5.8M)
Filed 2026-10-30
SkyOak Wealth, LLC
DECREASED
Shares83,607 from 84,424
Change-817 (-1%)
Value$27.8M (+$3.4M)
Filed 2026-10-28
Beverly Hills Private Wealth, LLC
INCREASED
Shares83,564 from 79,542
Change+4,022 (+5%)
Value$27.8M (+$4.8M)
Filed 2026-11-04
Pegasus Asset Management, Inc.
INCREASED
Shares83,360 from 81,886
Change+1,474 (+2%)
Value$27.8M (+$4.1M)
Filed 2026-11-03
Capital City Trust Co
DECREASED
Shares83,180 from 85,179
Change-1,999 (-2%)
Value$27.7M (+$3.1M)
Filed 2026-10-22
OFC Financial Planning, LLC
DECREASED
Shares82,938 from 83,046
Change-108 (0%)
Value$27.6M (+$3.6M)
Filed 2026-11-06
Putney Financial Group LLC
DECREASED
Shares82,865 from 82,911
Change-46 (0%)
Value$27.6M (+$3.6M)
Filed 2026-10-30
Apollon Financial, LLC
DECREASED
Shares82,417 from 82,614
Change-197 (0%)
Value$27.4M (+$3.5M)
Filed 2026-10-23
WoodTrust Financial Corp
DECREASED
Shares82,389 from 84,277
Change-1,888 (-2%)
Value$27.4M (+$3.1M)
Filed 2026-10-09
Bernardo Wealth Planning LLC
INCREASED
Shares82,330 from 41,749
Change+40,581 (+97%)
Value$27.4M (+$15.3M)
Filed 2026-10-23
Hoey Investments, Inc
INCREASED
Shares82,286 from 79,787
Change+2,499 (+3%)
Value$27.4M (+$4.3M)
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares81,992 from 88,697
Change-6,705 (-8%)
Value$27.3M (+$1.6M)
Filed 2026-10-14
Whitener Capital Management, Inc.
DECREASED
Shares81,905 from 90,157
Change-8,252 (-9%)
Value$27.3M (+$1.2M)
Filed 2026-10-15
Ipswich Investment Management Co., Inc.
DECREASED
Shares81,792 from 83,062
Change-1,270 (-2%)
Value$27.2M (+$3.2M)
Filed 2026-10-13
Herold Advisors, Inc.
DECREASED
Shares81,516 from 82,587
Change-1,071 (-1%)
Value$27.1M (+$3.3M)
Filed 2026-10-19
Rockport Wealth LLC
DECREASED
Shares81,345 from 101,678
Change-20,333 (-20%)
Value$27.1M (-$2.3M)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares81,316 from 41,126
Change+40,190 (+98%)
Value$27.1M (+$15.2M)
Filed 2026-10-19
Liberty Capital Management, Inc.
DECREASED
Shares81,228 from 85,831
Change-4,603 (-5%)
Value$27.1M (+$2.2M)
Filed 2026-11-02
Conning Inc.
DECREASED
Shares80,997 from 81,603
Change-606 (-1%)
Value$27.0M (+$3.4M)
Filed 2026-10-27
Once Capital Management, LLC
UNCHANGED
Shares80,900 from 80,900
Change0 (0%)
Value$26.9M (+$3.5M)
Filed 2026-11-02
Delta Financial Advisors LLC
INCREASED
Shares80,372 from 80,120
Change+252 (+0%)
Value$26.8M (+$3.6M)
Filed 2026-10-27
Breakwater Capital Group
DECREASED
Shares80,130 from 83,246
Change-3,116 (-4%)
Value$26.7M (+$2.6M)
Filed 2026-10-09
Blueprint Investment Partners LLC
DECREASED
Shares79,935 from 86,520
Change-6,585 (-8%)
Value$26.6M (+$1.6M)
Filed 2026-10-28
GFG Capital, LLC
INCREASED
Shares79,898 from 77,561
Change+2,337 (+3%)
Value$26.6M (+$4.2M)
Filed 2026-10-16
Gibraltar Capital Management, Inc.
INCREASED
Shares79,769 from 77,692
Change+2,077 (+3%)
Value$26.6M (+$4.1M)
Filed 2026-10-27
Covenant Asset Management, LLC
DECREASED
Shares79,349 from 80,430
Change-1,081 (-1%)
Value$26.4M (+$3.2M)
Filed 2026-10-14
Third View Private Wealth, LLC
INCREASED
Shares79,118 from 76,464
Change+2,654 (+3%)
Value$26.3M (+$4.2M)
Filed 2026-10-30
RED Lighthouse Investment Management, LLC
DECREASED
Shares79,057 from 80,014
Change-957 (-1%)
Value$26.3M (+$3.2M)
Filed 2026-11-02
LexAurum Advisors, LLC
DECREASED
Shares78,996 from 81,871
Change-2,875 (-4%)
Value$26.3M (+$2.6M)
Filed 2026-10-19
Benedict Financial Advisors Inc
DECREASED
Shares78,977 from 82,116
Change-3,139 (-4%)
Value$26.3M (+$2.5M)
Filed 2026-10-07
Fusion Capital, LLC
DECREASED
Shares78,586 from 81,015
Change-2,429 (-3%)
Value$26.2M (+$2.7M)
Filed 2026-10-28
Eagle Rock Investment Company, LLC
DECREASED
Shares78,444 from 78,823
Change-379 (0%)
Value$26.1M (+$3.3M)
Filed 2026-10-21
Adams Asset Advisors, LLC
DECREASED
Shares78,263 from 78,740
Change-477 (-1%)
Value$26.1M (+$3.3M)
Filed 2026-10-08
Armstrong Advisory Group, Inc
INCREASED
Shares78,125 from 76,572
Change+1,553 (+2%)
Value$26.0M (+$3.9M)
Filed 2026-10-09
RPG Investment Advisory, LLC
DECREASED
Shares78,084 from 132,243
Change-54,159 (-41%)
Value$26.0M (-$12.3M)
Filed 2026-10-21
Allegheny Financial Group
DECREASED
Shares78,057 from 79,111
Change-1,054 (-1%)
Value$26.0M (+$3.1M)
Filed 2026-11-05
Chapin Davis, Inc.
INCREASED
Shares77,930 from 77,536
Change+394 (+1%)
Value$26.0M (+$3.5M)
Filed 2026-10-09
Interchange Capital Partners, LLC
INCREASED
Shares77,920 from 77,799
Change+121 (+0%)
Value$26.0M (+$3.5M)
Filed 2026-10-28
FSM Wealth Advisors, LLC
DECREASED
Shares77,907 from 77,956
Change-49 (0%)
Value$26.5M (+$4.0M)
Filed 2026-10-27
Wealth Effects LLC
DECREASED
Shares77,834 from 79,306
Change-1,472 (-2%)
Value$25.9M (+$3.0M)
Filed 2026-10-23
111 Capital
INCREASED
Shares77,773 from 76,791
Change+982 (+1%)
Value$25.9M (+$3.7M)
Filed 2026-11-03
Mirabaud & Cie SA
DECREASED
Shares77,687 from 79,618
Change-1,931 (-2%)
Value$25.9M (+$2.8M)
Filed 2026-10-27
Titleist Asset Management, LLC
INCREASED
Shares77,632 from 74,173
Change+3,459 (+5%)
Value$25.9M (+$4.4M)
Filed 2026-10-08
Udine Wealth Management, Inc.
INCREASED
Shares77,603 from 77,306
Change+297 (+0%)
Value$25.8M (+$3.5M)
Filed 2026-10-23
Meitav Investment House LTD
INCREASED
Shares77,581 from 59,091
Change+18,490 (+31%)
Value$25.7M (+$8.7M)
Filed 2026-10-28
Prosperity Financial Group, Inc.
INCREASED
Shares77,495 from 74,205
Change+3,290 (+4%)
Value$25.8M (+$4.3M)
Filed 2026-10-29
William John Sempolinski
INCREASED
Shares77,425 from 76,551
Change+874 (+1%)
Value$25.8M (+$3.6M)
Filed 2026-10-20
New Capital Management LP
DECREASED
Shares77,260 from 77,278
Change-18 (0%)
Value$25.7M (+$3.4M)
Filed 2026-10-29
Alta Capital Management LLC/
DECREASED
Shares77,134 from 101,610
Change-24,476 (-24%)
Value$25.7M (-$3.7M)
Filed 2026-10-26
St. Clair Advisors, LLC
DECREASED
Shares77,078 from 77,771
Change-693 (-1%)
Value$25.7M (+$3.2M)
Filed 2026-10-13
MV Capital Management, Inc.
INCREASED
Shares76,882 from 76,228
Change+654 (+1%)
Value$25.6M (+$3.5M)
Filed 2026-10-29
University of Texas S AM Investment Management Co
DECREASED
Shares76,814 from 135,168
Change-58,354 (-43%)
Value$25.6M (-$13.5M)
Filed 2026-11-03
Raab & Moskowitz Asset Management LLC
DECREASED
Shares76,723 from 78,845
Change-2,122 (-3%)
Value$25.6M (+$2.7M)
Filed 2026-11-02
IPG Investment Advisors LLC
DECREASED
Shares76,642 from 78,040
Change-1,398 (-2%)
Value$25.5M (+$2.9M)
Filed 2026-10-30
Cookson Peirce & Co Inc
DECREASED
Shares76,465 from 77,254
Change-789 (-1%)
Value$25.5M (+$3.1M)
Filed 2026-10-30
Ridgecrest Wealth Partners, LLC
DECREASED
Shares76,454 from 76,989
Change-535 (-1%)
Value$25.5M (+$3.2M)
Filed 2026-10-19
Sepio Capital, LP
INCREASED
Shares76,372 from 67,146
Change+9,226 (+14%)
Value$25.4M (+$6.0M)
Filed 2026-10-22
Sava Infond d.o.o.
DECREASED
Shares76,270 from 97,270
Change-21,000 (-22%)
Value$25.4M (-$2.7M)
Filed 2026-10-28
Little House Capital LLC
DECREASED
Shares76,268 from 76,837
Change-569 (-1%)
Value$25.4M (+$3.2M)
Filed 2026-11-06
Investment Research & Advisory Group, Inc.
INCREASED
Shares76,205 from 75,780
Change+425 (+1%)
Value$25.8M (+$3.6M)
Filed 2026-10-19
Chatham Capital Group, Inc.
DECREASED
Shares76,112 from 76,797
Change-685 (-1%)
Value$25.3M (+$3.1M)
Filed 2026-10-16
Guardian Investment Management
DECREASED
Shares76,102 from 78,541
Change-2,439 (-3%)
Value$25.3M (+$2.6M)
Filed 2026-10-23
Westhampton Capital, LLC
DECREASED
Shares75,963 from 81,437
Change-5,474 (-7%)
Value$25.3M (+$1.7M)
Filed 2026-10-30
Financial Consulate, Inc
DECREASED
Shares75,807 from 76,017
Change-210 (0%)
Value$25.2M (+$3.2M)
Filed 2026-10-23
Arbejdsmarkedets Tillaegspension
DECREASED
Shares75,800 from 87,320
Change-11,520 (-13%)
Value$25.2M (-$24.0K)
Filed 2026-10-30
Encompass Wealth Advisors, LLC
INCREASED
Shares75,696 from 37,570
Change+38,126 (+101%)
Value$25.2M (+$14.3M)
Filed 2026-10-15
Seek First Inc.
DECREASED
Shares75,663 from 83,496
Change-7,833 (-9%)
Value$25.2M (+$1.0M)
Filed 2026-10-27
Destiny Wealth Partners, LLC
INCREASED
Shares75,475 from 54,016
Change+21,459 (+40%)
Value$25.5M (+$8.8M)
Filed 2026-11-05
Consilium Wealth Advisory, LLC
INCREASED
Shares75,246 from 73,720
Change+1,526 (+2%)
Value$25.1M (+$3.7M)
Filed 2026-10-14
CLG LLC
DECREASED
Shares74,941 from 75,516
Change-575 (-1%)
Value$25.0M (+$3.1M)
Filed 2026-10-13
Keystone Wealth Services, LLC
DECREASED
Shares74,812 from 75,463
Change-651 (-1%)
Value$24.6M (+$2.8M)
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares74,775 from 74,328
Change+447 (+1%)
Value$24.9M (+$3.4M)
Filed 2026-10-14
High Note Wealth, LLC
DECREASED
Shares74,752 from 75,392
Change-640 (-1%)
Value$24.9M (+$3.1M)
Filed 2026-10-27
Absher Wealth Management, LLC
DECREASED
Shares74,707 from 83,212
Change-8,505 (-10%)
Value$24.9M (+$800.8K)
Filed 2026-11-02
Mattern Wealth Management LLC
DECREASED
Shares74,663 from 74,854
Change-191 (0%)
Value$24.9M (+$3.2M)
Filed 2026-11-04
Ashton Thomas Securities, LLC
INCREASED
Shares74,435 from 65,791
Change+8,644 (+13%)
Value$24.8M (+$5.8M)
Filed 2026-10-26
HWG Holdings LP
INCREASED
Shares74,138 from 44,882
Change+29,256 (+65%)
Value$24.7M (+$11.7M)
Filed 2026-10-08
Everest Financial Group LLC
DECREASED
Shares74,065 from 78,507
Change-4,442 (-6%)
Value$24.7M (+$1.9M)
Filed 2026-11-06
Realta Investment Advisors
DECREASED
Shares74,022 from 79,507
Change-5,485 (-7%)
Value$24.7M (+$1.6M)
Filed 2026-10-14
Crescent Grove Advisors, LLC
INCREASED
Shares73,971 from 73,594
Change+377 (+1%)
Value$24.6M (+$3.3M)
Filed 2026-10-21
Buck Wealth Strategies, LLC
DECREASED
Shares73,913 from 77,148
Change-3,235 (-4%)
Value$24.6M (+$2.3M)
Filed 2026-10-28
Heck Capital Advisors, LLC
INCREASED
Shares73,818 from 66,240
Change+7,578 (+11%)
Value$24.6M (+$5.4M)
Filed 2026-10-14
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares73,483 from 73,896
Change-413 (-1%)
Value$24.5M (+$3.1M)
Filed 2026-11-04
Sweeney & Michel, LLC
DECREASED
Shares73,465 from 75,456
Change-1,991 (-3%)
Value$24.5M (+$822.9K)
Filed 2026-10-16
Founders Capital Management, LLC
DECREASED
Shares73,418 from 73,438
Change-20 (0%)
Value$24.4M (+$3.2M)
Filed 2026-10-23
Montis Financial, LLC
INCREASED
Shares73,357 from 73,269
Change+88 (+0%)
Value$24.4M (+$3.2M)
Filed 2026-11-04
Sky Investment Group LLC
INCREASED
Shares73,166 from 38,837
Change+34,329 (+88%)
Value$24.4M (+$13.1M)
Filed 2026-10-30
Victory Financial Group, LLC
INCREASED
Shares73,105 from 56,147
Change+16,958 (+30%)
Value$24.3M (+$8.1M)
Filed 2026-10-27
Certified Advisory Corp
DECREASED
Shares72,784 from 72,814
Change-30 (0%)
Value$24.2M (+$3.2M)
Filed 2026-10-29
Neumann Capital Management, LLC
NEW
Shares72,745
Change+72,745
Value$24.2M
Filed 2026-10-15
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
UNCHANGED
Shares72,632 from 72,632
Change0 (0%)
Value$24.2M (+$3.2M)
Filed 2026-10-20
Burford Brothers, Inc.
DECREASED
Shares72,623 from 72,811
Change-188 (0%)
Value$24.2M (+$3.1M)
Filed 2026-10-21
SS&H Financial Advisors, Inc.
INCREASED
Shares72,546 from 71,901
Change+645 (+1%)
Value$24.2M (+$3.4M)
Filed 2026-10-28
Radnor Capital Management, LLC
DECREASED
Shares72,535 from 72,931
Change-396 (-1%)
Value$24.2M (+$3.1M)
Filed 2026-10-23
Kozak & Associates, Inc.
DECREASED
Shares72,518 from 79,317
Change-6,799 (-9%)
Value$24.9M (+$1.6M)
Filed 2026-10-29
Slow Capital, Inc.
DECREASED
Shares72,428 from 74,788
Change-2,360 (-3%)
Value$24.1M (+$2.5M)
Filed 2026-10-23
Arista Wealth Management, LLC
INCREASED
Shares72,278 from 71,540
Change+738 (+1%)
Value$24.1M (+$3.4M)
Filed 2026-10-29
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares72,136 from 72,388
Change-252 (0%)
Value$24.0M (+$3.1M)
Filed 2026-10-07
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
UNCHANGED
Shares72,000 from 72,000
Change0 (0%)
Value$24.0M (+$3.1M)
Filed 2026-11-05
Clear Trail Advisors, LLC
DECREASED
Shares71,971 from 76,232
Change-4,261 (-6%)
Value$24.0M (+$1.9M)
Filed 2026-10-20
Argentarii, LLC
INCREASED
Shares71,892 from 71,615
Change+277 (+0%)
Value$23.9M (+$2.1M)
Filed 2026-10-28
Insight Advisors, LLC/ PA
DECREASED
Shares71,588 from 74,718
Change-3,130 (-4%)
Value$23.8M (+$2.2M)
Filed 2026-10-22
Mattern Capital Management, LLC
DECREASED
Shares71,134 from 76,362
Change-5,228 (-7%)
Value$23.7M (+$1.6M)
Filed 2026-11-02
Trust Investment Advisors
INCREASED
Shares71,059 from 65,115
Change+5,944 (+9%)
Value$23.7M (+$4.8M)
Filed 2026-10-20
Argos Wealth Advisors, LLC
DECREASED
Shares70,822 from 71,496
Change-674 (-1%)
Value$23.6M (+$2.9M)
Filed 2026-11-02
Stablepoint Partners, LLC
DECREASED
Shares70,799 from 72,741
Change-1,942 (-3%)
Value$23.6M (+$2.5M)
Filed 2026-11-03
Balboa Wealth Partners
DECREASED
Shares70,782 from 72,008
Change-1,226 (-2%)
Value$23.6M (+$2.7M)
Filed 2026-10-20
Asset Dedication, LLC
INCREASED
Shares70,712 from 70,699
Change+13 (+0%)
Value$23.5M (+$3.1M)
Filed 2026-11-03
Concord Wealth Partners
INCREASED
Shares70,545 from 69,713
Change+832 (+1%)
Value$23.5M (+$3.3M)
Filed 2026-11-02
Aviso Wealth Management
DECREASED
Shares70,507 from 72,259
Change-1,752 (-2%)
Value$23.5M (+$2.6M)
Filed 2026-11-04
Moran Wealth Management, LLC
INCREASED
Shares70,437 from 64,463
Change+5,974 (+9%)
Value$23.5M (+$4.8M)
Filed 2026-10-22
Live Oak Private Wealth LLC
DECREASED
Shares70,432 from 72,557
Change-2,125 (-3%)
Value$23.5M (+$2.5M)
Filed 2026-11-02
Nicollet Investment Management, Inc.
DECREASED
Shares70,368 from 73,284
Change-2,916 (-4%)
Value$23.4M (+$2.2M)
Filed 2026-10-14
WBH Advisory Inc
INCREASED
Shares70,338 from 68,915
Change+1,423 (+2%)
Value$23.4M (+$3.5M)
Filed 2026-11-05
Patten Group, Inc.
INCREASED
Shares70,202 from 68,721
Change+1,481 (+2%)
Value$23.4M (+$3.5M)
Filed 2026-10-26
AK Global Asset Management, LLC
DECREASED
Shares70,092 from 72,117
Change-2,025 (-3%)
Value$23.3M (+$2.5M)
Filed 2026-10-27
Flynn Zito Capital Management, LLC
DECREASED
Shares69,918 from 70,187
Change-269 (0%)
Value$23.3M (+$3.0M)
Filed 2026-11-04
Greenspring Advisors, LLC
INCREASED
Shares69,832 from 66,729
Change+3,103 (+5%)
Value$23.3M (+$3.9M)
Filed 2026-11-05
Lotus Asset Management LLC
INCREASED
Shares69,770 from 69,222
Change+548 (+1%)
Value$23.2M (+$3.2M)
Filed 2026-10-14
Tanager Wealth Management LLP
INCREASED
Shares69,765 from 67,484
Change+2,281 (+3%)
Value$23.2M (+$3.7M)
Filed 2026-10-19
Jcic Asset Management Inc.
DECREASED
Shares69,747 from 70,357
Change-610 (-1%)
Value$23.2M (+$5.4M)
Filed 2026-10-30
Summit Financial Strategies, Inc.
INCREASED
Shares69,651 from 69,451
Change+200 (+0%)
Value$23.2M (+$3.1M)
Filed 2026-10-14
Northbridge Financial Group, LLC
INCREASED
Shares69,503 from 68,683
Change+820 (+1%)
Value$23.2M (+$3.3M)
Filed 2026-11-05
BNC Wealth Management, LLC
DECREASED
Shares69,495 from 69,829
Change-334 (0%)
Value$23.1M (+$2.9M)
Filed 2026-10-19
Sloy Dahl & Holst, LLC
DECREASED
Shares69,445 from 176,677
Change-107,232 (-61%)
Value$23.1M (-$28.0M)
Filed 2026-10-14
Schear Investment Advisers, LLC
INCREASED
Shares69,128 from 29,166
Change+39,962 (+137%)
Value$23.0M (+$14.6M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares69,128 from 66,394
Change+2,734 (+4%)
Value$23.0M (+$3.8M)
Filed 2026-10-14
Kercheville Advisors, LLC
DECREASED
Shares69,008 from 69,676
Change-668 (-1%)
Value$23.0M (+$2.8M)
Filed 2026-10-19
Tower Trust & Investment Co
DECREASED
Shares68,995 from 69,038
Change-43 (0%)
Value$23.0M (+$3.0M)
Filed 2026-10-28
Anchyra Partners LLC
INCREASED
Shares68,974 from 63,403
Change+5,571 (+9%)
Value$23.0M (+$4.6M)
Filed 2026-10-13
Gradient Capital Advisors, LLC
DECREASED
Shares68,918 from 71,073
Change-2,155 (-3%)
Value$23.0M (+$2.4M)
Filed 2026-10-21
Keudell ison Wealth Management
INCREASED
Shares68,844 from 66,958
Change+1,886 (+3%)
Value$22.9M (+$3.6M)
Filed 2026-10-16
Revolve Wealth Partners, LLC
DECREASED
Shares68,730 from 71,400
Change-2,670 (-4%)
Value$22.9M (+$2.2M)
Filed 2026-10-23
J. Derek Lewis & Associates Inc.
DECREASED
Shares68,693 from 69,855
Change-1,162 (-2%)
Value$22.9M (+$2.7M)
Filed 2026-11-03
Harmony Asset Management LLC
DECREASED
Shares68,661 from 68,795
Change-134 (0%)
Value$22.9M (+$3.0M)
Filed 2026-10-20
Kennedy Investment Group, Inc.
DECREASED
Shares68,588 from 69,387
Change-799 (-1%)
Value$22.8M (+$2.8M)
Filed 2026-10-21
Renaissance Investment Group LLC
INCREASED
Shares68,568 from 67,748
Change+820 (+1%)
Value$22.8M (+$3.2M)
Filed 2026-10-28
IFG Advisors, LLC
INCREASED
Shares68,328 from 68,323
Change+5 (+0%)
Value$22.8M (+$3.0M)
Filed 2026-10-15
CapWealth Advisors, LLC
DECREASED
Shares68,124 from 69,005
Change-881 (-1%)
Value$22.7M (+$2.7M)
Filed 2026-10-05
Intrua Financial, LLC
INCREASED
Shares68,051 from 67,949
Change+102 (+0%)
Value$22.7M (+$3.0M)
Filed 2026-10-28
Salomon & Ludwin, LLC
DECREASED
Shares67,986 from 68,528
Change-542 (-1%)
Value$22.6M (+$2.5M)
Filed 2026-10-29
Wright Investors Service Inc
INCREASED
Shares67,922 from 59,061
Change+8,861 (+15%)
Value$22.6M (+$5.5M)
Filed 2026-11-02
Argonautica Private Wealth Management, Inc
DECREASED
Shares67,873 from 70,984
Change-3,111 (-4%)
Value$22.6M (+$2.1M)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares67,775 from 64,175
Change+3,600 (+6%)
Value$22.6M (+$4.0M)
Filed 2026-10-19
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares67,710 from 66,888
Change+822 (+1%)
Value$22.5M (+$3.2M)
Filed 2026-10-26
Taylor Securities Services, Inc.
DECREASED
Shares67,523 from 67,560
Change-37 (0%)
Value$22.5M (+$2.9M)
Filed 2026-10-20
KTF Investments, LLC
DECREASED
Shares67,456 from 69,391
Change-1,935 (-3%)
Value$22.5M (+$2.4M)
Filed 2026-10-23
Harbor Island Capital LLC
DECREASED
Shares67,349 from 78,561
Change-11,212 (-14%)
Value$22.4M (-$303.8K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
INCREASED
Shares67,253 from 65,892
Change+1,361 (+2%)
Value$22.4M (+$2.1M)
Filed 2026-10-19
Kesler, Norman & Wride, LLC
DECREASED
Shares67,098 from 69,663
Change-2,565 (-4%)
Value$22.3M (+$2.2M)
Filed 2026-11-06
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares66,992 from 68,150
Change-1,158 (-2%)
Value$22.6M (+$1.2M)
Filed 2026-10-19
Walkner Condon Financial Advisors LLC
DECREASED
Shares66,912 from 71,768
Change-4,856 (-7%)
Value$22.3M (+$1.5M)
Filed 2026-11-02
Bank of New Hampshire
DECREASED
Shares66,881 from 68,349
Change-1,468 (-2%)
Value$22.3M (+$2.5M)
Filed 2026-10-06
Evermay Wealth Management LLC
INCREASED
Shares66,851 from 66,044
Change+807 (+1%)
Value$22.3M (+$3.2M)
Filed 2026-11-05
Diversified Management Inc
DECREASED
Shares66,757 from 69,380
Change-2,623 (-4%)
Value$22.2M (+$2.2M)
Filed 2026-10-08
SJS Investment Consulting Inc.
INCREASED
Shares66,738 from 65,502
Change+1,236 (+2%)
Value$22.2M (+$3.3M)
Filed 2026-10-26
Secure Asset Management, LLC
INCREASED
Shares66,699 from 59,722
Change+6,977 (+12%)
Value$22.2M (+$4.9M)
Filed 2026-10-19
Iron Financial LLC
DECREASED
Shares66,680 from 67,591
Change-911 (-1%)
Value$22.2M (+$2.6M)
Filed 2026-10-23
TSG Advice Partners, LLC
NEW
Shares66,653
Change+66,653
Value$19.3M
Filed 2026-10-29
Beacon Bank & Trust
DECREASED
Shares66,597 from 68,470
Change-1,873 (-3%)
Value$22.2M (+$2.4M)
Filed 2026-10-27
KRS Capital Management, LLC
INCREASED
Shares66,450 from 66,421
Change+29 (+0%)
Value$22.1M (+$2.9M)
Filed 2026-10-16
Versant Capital Management, Inc
INCREASED
Shares66,415 from 65,980
Change+435 (+1%)
Value$22.1M (+$3.0M)
Filed 2026-10-02
Atlas Brown,Inc.
DECREASED
Shares66,387 from 66,999
Change-612 (-1%)
Value$22.1M (+$2.7M)
Filed 2026-10-09
Willow Creek Wealth Management Inc.
INCREASED
Shares66,199 from 65,949
Change+250 (+0%)
Value$22.0M (+$3.0M)
Filed 2026-10-26
Wespac Advisors SoCal, LLC
DECREASED
Shares66,182 from 67,058
Change-876 (-1%)
Value$22.0M (+$2.6M)
Filed 2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED
Shares66,083 from 109,796
Change-43,713 (-40%)
Value$22.0M (-$9.8M)
Filed 2026-10-30
Trust Co of Oklahoma
DECREASED
Shares65,994 from 68,827
Change-2,833 (-4%)
Value$22.0M (+$2.1M)
Filed 2026-10-15
Bryant Woods Investment Advisors, LLC
DECREASED
Shares65,875 from 66,133
Change-258 (0%)
Value$21.9M (+$2.8M)
Filed 2026-10-26
Inlet Private Wealth, LLC
DECREASED
Shares65,855 from 65,930
Change-75 (0%)
Value$21.9M (+$2.9M)
Filed 2026-10-21
CFC Planning Co LLC
INCREASED
Shares65,803 from 58,176
Change+7,627 (+13%)
Value$21.9M (+$5.1M)
Filed 2026-10-28
Triumph Capital Management
DECREASED
Shares65,750 from 67,510
Change-1,760 (-3%)
Value$21.9M (+$2.4M)
Filed 2026-10-14
Formuepleje A/S
DECREASED
Shares65,744 from 77,122
Change-11,378 (-15%)
Value$21.9M (-$422.0K)
Filed 2026-10-15
Finer Wealth Management, Inc.
DECREASED
Shares65,615 from 66,516
Change-901 (-1%)
Value$21.9M (+$2.6M)
Filed 2026-10-16
Consolidated Investment Group LLC
UNCHANGED
Shares65,607 from 65,607
Change0 (0%)
Value$21.8M (+$2.9M)
Filed 2026-11-04
LMG Wealth Partners, LLC
INCREASED
Shares65,432 from 64,945
Change+487 (+1%)
Value$21.8M (+$3.0M)
Filed 2026-11-05
Parkside Investments, LLC
INCREASED
Shares65,356 from 58,272
Change+7,084 (+12%)
Value$21.8M (+$4.9M)
Filed 2026-10-20
Intelligence Driven Advisers, LLC
DECREASED
Shares65,345 from 67,333
Change-1,988 (-3%)
Value$21.8M (+$2.3M)
Filed 2026-10-09
Councilmark Asset Management, LLC
DECREASED
Shares65,186 from 65,334
Change-148 (0%)
Value$21.7M (+$2.8M)
Filed 2026-10-20
Dumont & Blake Investment Advisors LLC
DECREASED
Shares65,166 from 66,855
Change-1,689 (-3%)
Value$21.7M (+$2.4M)
Filed 2026-10-28
R2 Capital Strategies, LLC
DECREASED
Shares65,117 from 65,420
Change-303 (0%)
Value$21.7M (+$2.8M)
Filed 2026-10-15
Balentine LLC
DECREASED
Shares65,091 from 77,509
Change-12,418 (-16%)
Value$21.7M (-$751.2K)
Filed 2026-11-03
CenterBook Partners LP
DECREASED
Shares64,782 from 98,050
Change-33,268 (-34%)
Value$21.6M (-$6.8M)
Filed 2026-11-02
Arrow Financial Corp
DECREASED
Shares64,615 from 67,740
Change-3,125 (-5%)
Value$21.5M (+$1.9M)
Filed 2026-10-26
Lee Financial Co
DECREASED
Shares64,539 from 64,574
Change-35 (0%)
Value$21.5M (+$2.8M)
Filed 2026-10-16
Hartford Financial Management Inc.
DECREASED
Shares64,342 from 64,653
Change-311 (0%)
Value$21.4M (+$2.7M)
Filed 2026-10-21
Arlington Financial Advisors, LLC
DECREASED
Shares64,308 from 65,190
Change-882 (-1%)
Value$21.4M (+$2.6M)
Filed 2026-10-19
Lipe & Dalton
DECREASED
Shares64,239 from 64,456
Change-217 (0%)
Value$21.4M (+$2.7M)
Filed 2026-10-15
KPP Advisory Services LLC
DECREASED
Shares64,163 from 69,821
Change-5,658 (-8%)
Value$21.4M (+$1.2M)
Filed 2026-10-26
Curbstone Financial Management Corp
DECREASED
Shares64,133 from 66,181
Change-2,048 (-3%)
Value$21.4M (+$2.2M)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares64,072 from 63,341
Change+731 (+1%)
Value$21.3M (+$3.0M)
Filed 2026-10-20
Financial Perspectives, Inc
DECREASED
Shares63,991 from 64,612
Change-621 (-1%)
Value$21.3M (+$2.6M)
Filed 2026-11-03
Concord Asset Management, LLC
INCREASED
Shares63,986 from 61,540
Change+2,446 (+4%)
Value$21.3M (+$3.5M)
Filed 2026-11-02
Greenfield Savings Bank
DECREASED
Shares63,979 from 64,575
Change-596 (-1%)
Value$21.3M (+$2.6M)
Filed 2026-10-07
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares63,947 from 64,465
Change-518 (-1%)
Value$21.3M (+$2.6M)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
INCREASED
Shares63,945 from 63,834
Change+111 (+0%)
Value$20.3M (+$3.2M)
Filed 2026-11-04
Asset Advisory Group, Inc.
DECREASED
Shares63,898 from 64,371
Change-473 (-1%)
Value$21.3M (+$2.7M)
Filed 2026-10-20
Capital Investment Counsel, LLC
DECREASED
Shares63,883 from 65,355
Change-1,472 (-2%)
Value$21.3M (+$2.4M)
Filed 2026-10-14
Diligent Investors, LLC
DECREASED
Shares63,868 from 64,742
Change-874 (-1%)
Value$21.3M (+$2.5M)
Filed 2026-10-21
First Bank & Trust
INCREASED
Shares63,856 from 63,064
Change+792 (+1%)
Value$21.3M (+$3.0M)
Filed 2026-10-19
Linden Thomas Advisory Services, LLC
INCREASED
Shares63,839 from 63,449
Change+390 (+1%)
Value$21.3M (+$2.9M)
Filed 2026-10-19
Alpha Omega Wealth Management LLC
INCREASED
Shares63,839 from 63,805
Change+34 (+0%)
Value$21.3M (+$2.8M)
Filed 2026-10-23
Compton Wealth Advisory Group, LLC
INCREASED
Shares63,830 from 62,798
Change+1,032 (+2%)
Value$21.1M (+$2.6M)
Filed 2026-10-13
Sunesis Advisors, LLC
INCREASED
Shares63,785 from 2,893
Change+60,892 (+2105%)
Value$21.2M (+$20.4M)
Filed 2026-10-26
Hollow Brook Wealth Management LLC
INCREASED
Shares63,577 from 63,498
Change+79 (+0%)
Value$21.2M (+$2.8M)
Filed 2026-10-29
Heritage Wealth Management, Inc.
DECREASED
Shares63,545 from 65,777
Change-2,232 (-3%)
Value$21.2M (+$2.1M)
Filed 2026-10-28
Childress Capital Advisors, LLC
INCREASED
Shares63,426 from 61,794
Change+1,632 (+3%)
Value$21.1M (+$3.2M)
Filed 2026-10-28
Texas Bank & Trust Co
DECREASED
Shares63,215 from 64,214
Change-999 (-2%)
Value$21.1M (+$2.5M)
Filed 2026-11-04
CWS Financial Advisors, LLC
DECREASED
Shares63,183 from 63,858
Change-675 (-1%)
Value$21.0M (+$2.6M)
Filed 2026-10-16
Nikulski Financial, Inc.
DECREASED
Shares63,104 from 64,574
Change-1,470 (-2%)
Value$21.0M (+$2.3M)
Filed 2026-11-06
Kelleher Financial Advisors
DECREASED
Shares63,090 from 111,733
Change-48,643 (-44%)
Value$21.0M (-$11.3M)
Filed 2026-10-30
Garrett Wealth Advisory Group, LLC
INCREASED
Shares62,731 from 62,176
Change+555 (+1%)
Value$20.9M (+$2.9M)
Filed 2026-10-22
Financial Management Network Inc
DECREASED
Shares62,653 from 64,625
Change-1,972 (-3%)
Value$20.9M (-$661.4K)
Filed 2026-10-09
Roman Butler Fullerton & Co
INCREASED
Shares62,644 from 61,013
Change+1,631 (+3%)
Value$21.5M (+$2.1M)
Filed 2026-10-27
Ldic Inc.
INCREASED
Shares62,636 from 58,934
Change+3,702 (+6%)
Value$20.9M (+$3.8M)
Filed 2026-10-14
Fortitude Family Office, LLC
INCREASED
Shares62,335 from 53,549
Change+8,786 (+16%)
Value$20.8M (+$5.3M)
Filed 2026-10-14
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares62,301 from 68,053
Change-5,752 (-8%)
Value$20.7M (+$1.1M)
Filed 2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares62,081 from 62,081
Change0 (0%)
Value$18.0M ($0)
Filed 2026-10-15
Novem Group
INCREASED
Shares62,022 from 61,894
Change+128 (+0%)
Value$20.7M (+$2.7M)
Filed 2026-10-19
Souders Financial Advisors
DECREASED
Shares61,972 from 62,685
Change-713 (-1%)
Value$20.6M (+$2.5M)
Filed 2026-11-03
Core Wealth Partners LLC
INCREASED
Shares61,934 from 61,326
Change+608 (+1%)
Value$20.6M (+$2.9M)
Filed 2026-11-02
Columbia Bank
INCREASED
Shares61,906 from 59,743
Change+2,163 (+4%)
Value$20.6M (+$3.3M)
Filed 2026-10-29
PKS Advisory Services, LLC
UNCHANGED
Shares61,906 from 61,906
Change0 (0%)
Value$17.9M ($0)
Filed 2026-10-26
Burke & Herbert Bank & Trust Co
INCREASED
Shares61,806 from 61,752
Change+54 (+0%)
Value$20.6M (+$2.7M)
Filed 2026-11-02
Silverleafe Capital Partners, LLC
DECREASED
Shares61,789 from 62,119
Change-330 (-1%)
Value$20.6M (+$2.6M)
Filed 2026-10-02
Birch Capital Management, LLC
DECREASED
Shares61,787 from 61,917
Change-130 (0%)
Value$20.6M (+$2.7M)
Filed 2026-10-27
Johnson Bixby & Associates, LLC
INCREASED
Shares61,277 from 41,846
Change+19,431 (+46%)
Value$20.4M (+$8.3M)
Filed 2026-10-14
Shulman DeMeo Asset Management LLC
DECREASED
Shares61,220 from 62,010
Change-790 (-1%)
Value$20.4M (+$2.4M)
Filed 2026-10-09
Hedeker Wealth, LLC
INCREASED
Shares61,184 from 61,055
Change+129 (+0%)
Value$20.4M (+$2.7M)
Filed 2026-10-23
Indiana Trust & Investment Management Co
DECREASED
Shares61,109 from 62,432
Change-1,323 (-2%)
Value$20.4M (+$2.3M)
Filed 2026-10-22
Meridian Investment Counsel Inc.
DECREASED
Shares60,992 from 69,901
Change-8,909 (-13%)
Value$20.3M (+$85.0K)
Filed 2026-10-14
Olistico Wealth, LLC
INCREASED
Shares60,958 from 60,934
Change+24 (+0%)
Value$20.3M (+$2.7M)
Filed 2026-10-05
S.E.E.D. Planning Group LLC
INCREASED
Shares60,834 from 55,894
Change+4,940 (+9%)
Value$20.3M (+$4.1M)
Filed 2026-10-07
Alpha Family Trust
UNCHANGED
Shares60,770 from 60,770
Change0 (0%)
Value$17.6M ($0)
Filed 2026-11-04
Adirondack Trust Co
DECREASED
Shares60,743 from 62,987
Change-2,244 (-4%)
Value$20.2M (+$2.0M)
Filed 2026-10-14
Caitong International Asset Management Co., Ltd
DECREASED
Shares60,633 from 89,083
Change-28,450 (-32%)
Value$20.2M (-$5.6M)
Filed 2026-10-29
Financial Planning Hawaii, Inc.
DECREASED
Shares60,595 from 62,641
Change-2,046 (-3%)
Value$20.2M (+$2.1M)
Filed 2026-10-13
First Command Advisory Services, Inc.
INCREASED
Shares60,529 from 45,356
Change+15,173 (+33%)
Value$20.2M (+$7.0M)
Filed 2026-11-05
Crusonia Wealth Advisors LLC
INCREASED
Shares60,475 from 57,461
Change+3,014 (+5%)
Value$20.1M (+$3.5M)
Filed 2026-10-26
Markowski Investments
DECREASED
Shares60,336 from 67,359
Change-7,023 (-10%)
Value$20.1M (+$601.9K)
Filed 2026-10-30
United Capital Management of KS, Inc.
INCREASED
Shares60,249 from 59,638
Change+611 (+1%)
Value$20.1M (+$2.8M)
Filed 2026-11-04
FF Advisors,LLC
DECREASED
Shares60,054 from 60,060
Change-6 (0%)
Value$20.0M (+$2.6M)
Filed 2026-10-21
Bangor Savings Bank
DECREASED
Shares59,816 from 61,767
Change-1,951 (-3%)
Value$19.9M (+$2.0M)
Filed 2026-10-06
Soundwatch Capital LLC
DECREASED
Shares59,567 from 59,868
Change-301 (0%)
Value$19.9M (+$2.6M)
Filed 2026-11-04
Spring Capital Management, LLC
INCREASED
Shares59,512 from 59,054
Change+458 (+1%)
Value$19.8M (+$2.7M)
Filed 2026-10-09
Silverlake Wealth Management LLC
DECREASED
Shares59,411 from 59,491
Change-80 (0%)
Value$19.8M (+$2.6M)
Filed 2026-10-21
DLK Investment Management, LLC
DECREASED
Shares59,384 from 71,568
Change-12,184 (-17%)
Value$19.8M (+$4.7M)
Filed 2026-10-09
Orba Wealth Advisors, L.L.C.
DECREASED
Shares59,332 from 59,796
Change-464 (-1%)
Value$19.8M (+$2.5M)
Filed 2026-10-23
Baugh & Associates, LLC
INCREASED
Shares59,218 from 55,672
Change+3,546 (+6%)
Value$17.9M (+$1.8M)
Filed 2026-10-16
LJI Wealth Management, LLC
DECREASED
Shares59,216 from 59,378
Change-162 (0%)
Value$19.7M (+$2.5M)
Filed 2026-10-28
Cadinha & Co LLC
INCREASED
Shares58,917 from 29,147
Change+29,770 (+102%)
Value$19.6M (+$11.2M)
Filed 2026-10-22
FCG Investment Co
INCREASED
Shares58,916 from 54,152
Change+4,764 (+9%)
Value$19.6M (+$4.0M)
Filed 2026-10-13
Hendley & Co Inc
DECREASED
Shares58,897 from 59,207
Change-310 (-1%)
Value$19.6M (+$2.5M)
Filed 2026-10-29
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares58,851 from 62,128
Change-3,277 (-5%)
Value$19.6M (+$1.6M)
Filed 2026-10-16
Vicus Capital
INCREASED
Shares58,822 from 58,627
Change+195 (+0%)
Value$19.6M (+$2.6M)
Filed 2026-11-05
Sterling Investment Counsel, LLC
DECREASED
Shares58,565 from 59,160
Change-595 (-1%)
Value$19.5M (+$2.4M)
Filed 2026-10-19
Decker Wealth Management LLC
INCREASED
Shares58,535 from 54,982
Change+3,553 (+6%)
Value$19.5M (+$3.6M)
Filed 2026-10-09
Pekin Hardy Strauss, Inc.
DECREASED
Shares58,306 from 58,427
Change-121 (0%)
Value$19.4M (+$2.5M)
Filed 2026-11-02
Thrive Wealth Management, LLC
INCREASED
Shares58,279 from 58,074
Change+205 (+0%)
Value$19.4M (+$2.6M)
Filed 2026-10-13
Stolper Co
INCREASED
Shares58,232 from 58,187
Change+45 (+0%)
Value$19.4M (+$2.6M)
Filed 2026-10-13
Portside Wealth Group, LLC
INCREASED
Shares58,230 from 56,306
Change+1,924 (+3%)
Value$19.4M (+$3.1M)
Filed 2026-10-20
Harbour Capital Advisors, LLC
DECREASED
Shares58,066 from 58,327
Change-261 (0%)
Value$19.3M (+$945.5K)
Filed 2026-10-13
Morton Capital Management LLC
INCREASED
Shares58,048 from 57,763
Change+285 (+0%)
Value$19.3M (+$2.6M)
Filed 2026-10-23
Tcfg Investment Advisors, LLC
INCREASED
Shares58,046 from 57,894
Change+152 (+0%)
Value$19.3M (+$2.6M)
Filed 2026-10-20
Dudley Capital Management, LLC
DECREASED
Shares57,982 from 58,173
Change-191 (0%)
Value$19.3M (+$2.5M)
Filed 2026-10-23
Abacus Wealth Partners, LLC
DECREASED
Shares57,978 from 60,763
Change-2,785 (-5%)
Value$19.3M (+$1.7M)
Filed 2026-11-03
Westco Advisory Services Inc
DECREASED
Shares57,893 from 58,715
Change-822 (-1%)
Value$19.3M (+$2.3M)
Filed 2026-10-14
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares57,892 from 63,904
Change-6,012 (-9%)
Value$19.3M (+$787.9K)
Filed 2026-10-21
Fermata Advisors, LLC
DECREASED
Shares57,818 from 62,480
Change-4,662 (-7%)
Value$19.3M (+$1.2M)
Filed 2026-10-13
Bell Bank
INCREASED
Shares57,778 from 57,147
Change+631 (+1%)
Value$19.2M (+$2.7M)
Filed 2026-10-21
Prudent Man Advisors, LLC
INCREASED
Shares57,738 from 48,371
Change+9,367 (+19%)
Value$19.4M (+$5.3M)
Filed 2026-11-03
Capital Advisors Wealth Management, LLC
DECREASED
Shares57,688 from 58,173
Change-485 (-1%)
Value$19.2M (+$2.4M)
Filed 2026-10-09
VCI Wealth Management LLC
DECREASED
Shares57,656 from 59,098
Change-1,442 (-2%)
Value$19.2M (+$2.1M)
Filed 2026-10-29
NovaPoint Capital, LLC
DECREASED
Shares57,655 from 59,151
Change-1,496 (-3%)
Value$19.2M (+$2.1M)
Filed 2026-10-22
Wealth Dimensions Group, Ltd.
DECREASED
Shares57,604 from 60,690
Change-3,086 (-5%)
Value$19.2M (+$1.6M)
Filed 2026-11-02
Orca Wealth Management, LLC
INCREASED
Shares57,604 from 57,540
Change+64 (+0%)
Value$19.2M (+$2.5M)
Filed 2026-10-14
State of Wyoming
INCREASED
Shares57,426 from 48,753
Change+8,673 (+18%)
Value$19.1M (+$5.0M)
Filed 2026-10-28
Investment Partners, Ltd.
INCREASED
Shares57,332 from 35,469
Change+21,863 (+62%)
Value$19.1M (+$8.8M)
Filed 2026-10-29
Consolidated Capital Management, LLC
DECREASED
Shares57,227 from 57,381
Change-154 (0%)
Value$19.1M (+$2.5M)
Filed 2026-10-13
Impact Capital Partners LLC
DECREASED
Shares57,222 from 61,811
Change-4,589 (-7%)
Value$19.1M (+$1.2M)
Filed 2026-10-22
Strengthening Families & Communities, LLC
INCREASED
Shares57,221 from 56,117
Change+1,104 (+2%)
Value$19.1M (+$2.8M)
Filed 2026-10-21
Inspire Trust Co, N.A.
DECREASED
Shares57,052 from 68,052
Change-11,000 (-16%)
Value$19.0M (-$692.1K)
Filed 2026-11-05
Excalibur Management Corp
DECREASED
Shares57,025 from 58,236
Change-1,211 (-2%)
Value$19.0M (+$2.1M)
Filed 2026-11-02
Harrington Investments, Inc
DECREASED
Shares56,953 from 58,060
Change-1,107 (-2%)
Value$19.0M (+$2.2M)
Filed 2026-10-14
Gibbs Wealth Management
INCREASED
Shares56,900 from 43,397
Change+13,503 (+31%)
Value$18.9M (+$6.4M)
Filed 2026-10-22
Global Financial Private Client, LLC
INCREASED
Shares56,733 from 55,861
Change+872 (+2%)
Value$18.9M (+$2.7M)
Filed 2026-10-15
Mechanics Financial Corp
DECREASED
Shares56,729 from 56,743
Change-14 (0%)
Value$18.9M (+$2.5M)
Filed 2026-11-05
Monarch Capital Management Inc
DECREASED
Shares56,643 from 58,407
Change-1,764 (-3%)
Value$18.9M (+$2.0M)
Filed 2026-10-19
Charles Schwab Trust Co
INCREASED
Shares56,435 from 54,258
Change+2,177 (+4%)
Value$18.8M (+$3.1M)
Filed 2026-10-15
First Business Financial Services, Inc.
DECREASED
Shares56,428 from 59,954
Change-3,526 (-6%)
Value$18.8M (+$1.4M)
Filed 2026-10-29
Lincoln Capital LLC
INCREASED
Shares56,418 from 56,302
Change+116 (+0%)
Value$18.7M (+$2.4M)
Filed 2026-10-09
Lebenthal Global Advisors, LLC
INCREASED
Shares56,389 from 53,428
Change+2,961 (+6%)
Value$18.8M (+$3.3M)
Filed 2026-10-28
Reflection Asset Management
INCREASED
Shares56,363 from 56,339
Change+24 (+0%)
Value$18.8M (+$2.5M)
Filed 2026-10-28
Baron Wealth Management LLC
INCREASED
Shares56,345 from 55,142
Change+1,203 (+2%)
Value$18.8M (+$2.8M)
Filed 2026-10-27
Oarsman Capital, Inc.
INCREASED
Shares56,242 from 52,336
Change+3,906 (+7%)
Value$18.7M (+$3.6M)
Filed 2026-11-05
Armstrong Henry H Associates Inc
DECREASED
Shares56,200 from 56,648
Change-448 (-1%)
Value$18.7M (+$2.3M)
Filed 2026-10-07
Acumen Wealth Advisors, LLC
INCREASED
Shares56,183 from 54,217
Change+1,966 (+4%)
Value$18.7M (+$3.0M)
Filed 2026-11-05
City State Bank
DECREASED
Shares56,142 from 57,703
Change-1,561 (-3%)
Value$18.7M (+$2.0M)
Filed 2026-10-20
Bright Rock Capital Management, LLC
UNCHANGED
Shares56,000 from 56,000
Change0 (0%)
Value$18.6M (+$2.4M)
Filed 2026-10-05
Financial Enhancement Group LLC
DECREASED
Shares55,889 from 57,272
Change-1,383 (-2%)
Value$18.8M (+$2.2M)
Filed 2026-10-08
Koa Wealth Management, LLC
DECREASED
Shares55,854 from 56,710
Change-856 (-2%)
Value$18.6M (+$2.2M)
Filed 2026-10-14
Chronos Wealth Management, LLC
DECREASED
Shares55,733 from 56,782
Change-1,049 (-2%)
Value$18.6M (+$2.1M)
Filed 2026-10-20
Chemung Canal Trust Co
DECREASED
Shares55,695 from 56,053
Change-358 (-1%)
Value$18.5M (+$2.3M)
Filed 2026-11-04
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares55,693 from 58,015
Change-2,322 (-4%)
Value$18.5M (+$1.8M)
Filed 2026-10-15
Capital Management Associates, Inc
DECREASED
Shares55,686 from 55,983
Change-297 (-1%)
Value$18.5M (+$2.3M)
Filed 2026-10-20
Asio Capital, LLC
INCREASED
Shares55,659 from 55,266
Change+393 (+1%)
Value$18.5M (+$2.5M)
Filed 2026-10-19
Newman Dignan & Sheerar, Inc.
DECREASED
Shares55,654 from 56,497
Change-843 (-1%)
Value$18.5M (+$2.2M)
Filed 2026-10-21
Gemmer Asset Management LLC
INCREASED
Shares55,430 from 55,214
Change+216 (+0%)
Value$18.5M (+$2.5M)
Filed 2026-10-16
Gables Capital Management Inc.
DECREASED
Shares55,375 from 55,865
Change-490 (-1%)
Value$18.4M (+$2.3M)
Filed 2026-11-04
Hall Laurie J Trustee
DECREASED
Shares55,360 from 55,753
Change-393 (-1%)
Value$18.4M (+$2.3M)
Filed 2026-10-06
Redhawk Wealth Advisors, Inc.
INCREASED
Shares55,335 from 55,245
Change+90 (+0%)
Value$18.4M (+$2.4M)
Filed 2026-10-14
Davidson Trust Co
DECREASED
Shares55,267 from 56,498
Change-1,231 (-2%)
Value$18.4M (+$2.1M)
Filed 2026-10-09
Canopy Partners, LLC
INCREASED
Shares55,000 from 53,655
Change+1,345 (+3%)
Value$18.3M (+$2.8M)
Filed 2026-10-28
O'Brien Greene & Co. Inc
DECREASED
Shares54,938 from 55,288
Change-350 (-1%)
Value$18.3M (+$2.3M)
Filed 2026-11-05
Hartline Investment Corp/
DECREASED
Shares54,925 from 206,288
Change-151,363 (-73%)
Value$18.3M (-$41.4M)
Filed 2026-10-29
Beacon Capital Management, LLC
DECREASED
Shares54,924 from 55,120
Change-196 (0%)
Value$18.3M (+$2.3M)
Filed 2026-10-23
Capital Advantage, Inc.
INCREASED
Shares54,887 from 52,049
Change+2,838 (+5%)
Value$18.3M (+$3.2M)
Filed 2026-10-14
Purus Wealth Management, LLC
DECREASED
Shares54,829 from 55,334
Change-505 (-1%)
Value$18.3M (+$2.2M)
Filed 2026-10-15
Clear Creek Financial Management, LLC
DECREASED
Shares54,725 from 74,607
Change-19,882 (-27%)
Value$18.2M (-$3.4M)
Filed 2026-10-28
Walter Public Investments Inc.
DECREASED
Shares54,672 from 61,547
Change-6,875 (-11%)
Value$18.2M (+$397.6K)
Filed 2026-11-05
Lewis Asset Management, LLC
DECREASED
Shares54,646 from 55,429
Change-783 (-1%)
Value$18.2M (+$2.2M)
Filed 2026-10-14
Quad-Cities Investment Group, LLC
DECREASED
Shares54,546 from 55,926
Change-1,380 (-2%)
Value$18.2M (+$2.0M)
Filed 2026-10-16
Vanguard Capital Wealth Advisors
INCREASED
Shares54,493 from 53,924
Change+569 (+1%)
Value$18.1M (+$2.5M)
Filed 2026-10-16
Pictet North America Advisors SA
INCREASED
Shares54,485 from 51,052
Change+3,433 (+7%)
Value$18.1M (+$3.4M)
Filed 2026-10-21
Solstein Capital, LLC
DECREASED
Shares54,472 from 55,347
Change-875 (-2%)
Value$18.1M (+$2.1M)
Filed 2026-11-02
Parisi Gray Wealth Management
INCREASED
Shares54,384 from 54,091
Change+293 (+1%)
Value$18.1M (+$2.5M)
Filed 2026-10-16
Cadent Capital Advisors, LLC
DECREASED
Shares54,321 from 54,442
Change-121 (0%)
Value$18.1M (+$2.3M)
Filed 2026-10-09
WealthBridge Capital Management, LLC
DECREASED
Shares54,317 from 54,692
Change-375 (-1%)
Value$18.1M (+$2.3M)
Filed 2026-10-16
Leeward Financial Partners, LLC
DECREASED
Shares54,168 from 55,191
Change-1,023 (-2%)
Value$18.0M (+$2.1M)
Filed 2026-10-23
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares54,095 from 54,160
Change-65 (0%)
Value$18.0M (+$2.3M)
Filed 2026-11-05
Signature Wealth Management Partners, LLC
DECREASED
Shares54,087 from 54,214
Change-127 (0%)
Value$18.0M (+$2.3M)
Filed 2026-10-21
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares54,084 from 58,916
Change-4,832 (-8%)
Value$18.0M (+$963.0K)
Filed 2026-10-23
SmartHarvest Portfolios, LLC
DECREASED
Shares54,056 from 59,004
Change-4,948 (-8%)
Value$18.0M (+$928.4K)
Filed 2026-10-26
Pacifica Partners Inc.
DECREASED
Shares53,966 from 56,542
Change-2,576 (-5%)
Value$17.8M (+$406.6K)
Filed 2026-10-09
Citizens & Northern Corp
INCREASED
Shares53,908 from 53,521
Change+387 (+1%)
Value$18.0M (+$2.5M)
Filed 2026-11-06
Cherokee Insurance Co
UNCHANGED
Shares53,900 from 53,900
Change0 (0%)
Value$17.9M (+$2.4M)
Filed 2026-11-05
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares53,601 from 53,601
Change0 (0%)
Value$17.9M (+$2.3M)
Filed 2026-11-06
Amplius Wealth Advisors, LLC
INCREASED
Shares53,598 from 48,267
Change+5,331 (+11%)
Value$17.8M (+$3.9M)
Filed 2026-10-20
Promethium Advisors,llc
DECREASED
Shares53,495 from 53,989
Change-494 (-1%)
Value$17.8M (+$2.2M)
Filed 2026-10-19
Ardent Capital Management, Inc.
DECREASED
Shares53,492 from 54,178
Change-686 (-1%)
Value$17.8M (+$2.1M)
Filed 2026-10-16
Kenora Financial, LLC
DECREASED
Shares53,393 from 54,300
Change-907 (-2%)
Value$17.8M (+$2.1M)
Filed 2026-10-20
Plan A Wealth LLC
INCREASED
Shares53,356 from 10,415
Change+42,941 (+412%)
Value$17.8M (+$14.8M)
Filed 2026-10-08
Inspirion Wealth Advisors, LLC
DECREASED
Shares53,017 from 54,564
Change-1,547 (-3%)
Value$17.7M (+$1.6M)
Filed 2026-10-09
Kaizen Financial Strategies
DECREASED
Shares52,899 from 55,579
Change-2,680 (-5%)
Value$17.6M (+$1.3M)
Filed 2026-10-09
CPC Advisors, LLC
INCREASED
Shares52,870 from 37,014
Change+15,856 (+43%)
Value$17.6M (+$6.9M)
Filed 2026-10-21
Princeton Global Asset Management LLC
DECREASED
Shares52,850 from 54,021
Change-1,171 (-2%)
Value$17.6M (+$2.0M)
Filed 2026-10-21
Syntegra Private Wealth Group, LLC
DECREASED
Shares52,776 from 52,784
Change-8 (0%)
Value$17.6M (+$2.3M)
Filed 2026-10-13
Fourpath Capital Management, LLC
DECREASED
Shares52,701 from 54,373
Change-1,672 (-3%)
Value$17.6M (+$1.8M)
Filed 2026-10-19
J.Safra Asset Management Corp
INCREASED
Shares52,597 from 34,684
Change+17,913 (+52%)
Value$17.5M (+$7.5M)
Filed 2026-11-03
Strategy Asset Managers LLC
DECREASED
Shares52,590 from 55,075
Change-2,485 (-5%)
Value$17.5M (+$1.6M)
Filed 2026-10-14
Three Arch Wealth Management LLC
INCREASED
Shares52,581 from 52,292
Change+289 (+1%)
Value$17.5M (+$2.4M)
Filed 2026-10-20
Mount Vernon Associates Inc
DECREASED
Shares52,565 from 56,059
Change-3,494 (-6%)
Value$17.5M (+$1.3M)
Filed 2026-10-26
Seamount Financial Group Inc
DECREASED
Shares52,525 from 55,203
Change-2,678 (-5%)
Value$17.5M (+$1.5M)
Filed 2026-10-21
Alhambra Investment Management LLC
DECREASED
Shares52,505 from 52,737
Change-232 (0%)
Value$17.5M (+$2.2M)
Filed 2026-10-15
Tortoise Investment Management, LLC
INCREASED
Shares52,493 from 51,606
Change+887 (+2%)
Value$17.5M (+$2.5M)
Filed 2026-11-06
Manchester Financial Inc
DECREASED
Shares52,410 from 53,337
Change-927 (-2%)
Value$17.5M (+$2.0M)
Filed 2026-10-15
OMC Financial Services LTD
DECREASED
Shares52,330 from 104,952
Change-52,622 (-50%)
Value$17.4M (-$12.9M)
Filed 2026-10-19
Montchanin Asset Management, LLC
DECREASED
Shares52,290 from 52,921
Change-631 (-1%)
Value$17.4M (+$2.1M)
Filed 2026-11-02
Opal Wealth Advisors, LLC
INCREASED
Shares52,045 from 46,669
Change+5,376 (+12%)
Value$17.3M (+$3.8M)
Filed 2026-10-16
Blodgett Wealth Advisors, LLC
DECREASED
Shares52,045 from 56,523
Change-4,478 (-8%)
Value$17.3M (+$976.6K)
Filed 2026-10-23
Glass Wealth Management Co LLC
INCREASED
Shares51,975 from 47,622
Change+4,353 (+9%)
Value$17.3M (+$3.5M)
Filed 2026-10-28
Somerset Trust Co
DECREASED
Shares51,905 from 53,771
Change-1,866 (-3%)
Value$17.3M (+$1.7M)
Filed 2026-10-13
Mycio Wealth Partners, LLC
UNCHANGED
Shares51,748 from 51,748
Change0 (0%)
Value$17.2M (+$2.3M)
Filed 2026-11-04
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares51,744 from 53,600
Change-1,856 (-3%)
Value$17.2M (+$1.7M)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
DECREASED
Shares51,599 from 53,074
Change-1,475 (-3%)
Value$17.2M (+$1.8M)
Filed 2026-10-19
Prosperitas Financial LLC
INCREASED
Shares51,589 from 50,656
Change+933 (+2%)
Value$17.2M (+$2.5M)
Filed 2026-10-28
Dagco, Inc.
INCREASED
Shares51,542 from 51,238
Change+304 (+1%)
Value$17.2M (+$2.3M)
Filed 2026-10-20
PW Nova Financial Services LLC
DECREASED
Shares51,534 from 54,342
Change-2,808 (-5%)
Value$17.2M (+$1.4M)
Filed 2026-10-15
Abacus Planning Group, Inc.
INCREASED
Shares51,530 from 51,499
Change+31 (+0%)
Value$17.2M (+$2.3M)
Filed 2026-11-02
Atticus Wealth Management, LLC
INCREASED
Shares51,290 from 48,843
Change+2,447 (+5%)
Value$17.1M (+$2.9M)
Filed 2026-10-20
Integral Investment Advisors, Inc.
DECREASED
Shares51,226 from 51,904
Change-678 (-1%)
Value$17.1M (+$2.0M)
Filed 2026-11-03
Abundance Wealth Counselors
DECREASED
Shares51,198 from 51,872
Change-674 (-1%)
Value$17.0M (+$2.0M)
Filed 2026-10-26
Clay Northam Wealth Management, LLC
DECREASED
Shares51,118 from 51,234
Change-116 (0%)
Value$17.0M (+$2.2M)
Filed 2026-10-13
Fortis Group Advisors, LLC
INCREASED
Shares51,057 from 48,743
Change+2,314 (+5%)
Value$17.5M (+$3.4M)
Filed 2026-11-06
Ballast, Inc.
INCREASED
Shares51,028 from 50,867
Change+161 (+0%)
Value$17.0M (+$2.3M)
Filed 2026-10-20
High Net Worth Advisory Group LLC
DECREASED
Shares51,018 from 51,419
Change-401 (-1%)
Value$17.0M (+$2.1M)
Filed 2026-10-26
Carderock Capital Management Inc
DECREASED
Shares50,963 from 51,909
Change-946 (-2%)
Value$17.0M (+$2.0M)
Filed 2026-10-22
Fire Capital Management LLC
INCREASED
Shares50,859 from 27,988
Change+22,871 (+82%)
Value$16.9M (+$8.8M)
Filed 2026-10-27
DMC Group, LLC
DECREASED
Shares50,823 from 51,176
Change-353 (-1%)
Value$16.9M (+$2.1M)
Filed 2026-10-26
Oslo Pensjonsforsikring AS
INCREASED
Shares50,752 from 49,761
Change+991 (+2%)
Value$16.9M (+$2.5M)
Filed 2026-10-15
Waterfront Wealth Inc.
DECREASED
Shares50,643 from 53,949
Change-3,306 (-6%)
Value$17.2M (+$170.6K)
Filed 2026-11-03
Sonata Capital Group Inc
DECREASED
Shares50,525 from 53,424
Change-2,899 (-5%)
Value$16.8M (+$1.4M)
Filed 2026-10-19
LongView Wealth Management
DECREASED
Shares50,452 from 51,737
Change-1,285 (-2%)
Value$16.8M (+$1.8M)
Filed 2026-10-19
Flagship Capital Management Inc.
DECREASED
Shares50,433 from 51,020
Change-587 (-1%)
Value$16.8M (+$2.0M)
Filed 2026-10-20
Myriad Asset Management Advisors LLC
DECREASED
Shares50,398 from 55,818
Change-5,420 (-10%)
Value$16.8M (+$633.0K)
Filed 2026-11-03
Financial Insights, Inc.
INCREASED
Shares50,342 from 49,296
Change+1,046 (+2%)
Value$16.8M (+$2.5M)
Filed 2026-10-27
D'Orazio & Associates, Inc.
INCREASED
Shares50,153 from 45,622
Change+4,531 (+10%)
Value$16.7M (+$3.5M)
Filed 2026-11-04
Revisor Wealth Management LLC
DECREASED
Shares50,132 from 52,626
Change-2,494 (-5%)
Value$17.1M (+$1.9M)
Filed 2026-10-20
Enterprise Financial Services Corp
INCREASED
Shares50,062 from 49,821
Change+241 (+0%)
Value$16.7M (+$2.3M)
Filed 2026-11-03
Wealth Management Partners, LLC
DECREASED
Shares50,047 from 50,608
Change-561 (-1%)
Value$16.7M (+$2.0M)
Filed 2026-10-21
Navigation Group, LLC
DECREASED
Shares50,037 from 55,070
Change-5,033 (-9%)
Value$16.7M (+$728.3K)
Filed 2026-10-28
Horizon Wealth Management, LLC
INCREASED
Shares50,034 from 49,814
Change+220 (+0%)
Value$16.7M (+$2.2M)
Filed 2026-11-02
626 Financial, LLC
INCREASED
Shares50,010 from 49,961
Change+49 (+0%)
Value$16.7M (+$2.2M)
Filed 2026-11-04
DeDora Capital, Inc.
DECREASED
Shares49,861 from 53,531
Change-3,670 (-7%)
Value$16.6M (+$1.1M)
Filed 2026-10-26
Greg Jennings, LLC
NEW
Shares49,836
Change+49,836
Value$16.6M
Filed 2026-10-19
Brown, Lisle Ings, Inc.
DECREASED
Shares49,742 from 49,905
Change-163 (0%)
Value$16.6M (+$2.1M)
Filed 2026-10-16
SYM Financial Corp
INCREASED
Shares49,726 from 47,836
Change+1,890 (+4%)
Value$16.6M (+$2.7M)
Filed 2026-10-26
Financial Security Advisor, Inc.
DECREASED
Shares49,713 from 50,932
Change-1,219 (-2%)
Value$16.6M (+$1.8M)
Filed 2026-11-03
EPG Wealth Management LLC
DECREASED
Shares49,587 from 54,655
Change-5,068 (-9%)
Value$16.5M (+$698.5K)
Filed 2026-11-03
Bourgeon Capital Management LLC
DECREASED
Shares49,535 from 50,069
Change-534 (-1%)
Value$16.5M (+$2.0M)
Filed 2026-10-19
CGN Advisors LLC
DECREASED
Shares49,517 from 51,412
Change-1,895 (-4%)
Value$16.5M (+$1.6M)
Filed 2026-10-21
Old Second National Bank of Aurora
DECREASED
Shares49,516 from 53,905
Change-4,389 (-8%)
Value$16.5M (+$891.9K)
Filed 2026-10-22
Lynch & Associates
DECREASED
Shares49,515 from 49,640
Change-125 (0%)
Value$16.5M (+$2.1M)
Filed 2026-10-13
Scissortail Wealth Management, LLC
INCREASED
Shares49,507 from 47,564
Change+1,943 (+4%)
Value$16.5M (+$2.7M)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
DECREASED
Shares49,436 from 50,243
Change-807 (-2%)
Value$16.5M (+$1.9M)
Filed 2026-10-30
Smallwood Wealth Investment Management, LLC
INCREASED
Shares49,420 from 45,493
Change+3,927 (+9%)
Value$16.5M (+$3.3M)
Filed 2026-10-30
Riggs Asset Managment Co. Inc.
INCREASED
Shares49,415 from 48,827
Change+588 (+1%)
Value$16.5M (+$2.3M)
Filed 2026-11-05
Sun Group Wealth Partners
DECREASED
Shares49,402 from 49,745
Change-343 (-1%)
Value$16.5M (+$2.1M)
Filed 2026-10-26
Carmel Capital Management L.L.C.
DECREASED
Shares49,387 from 49,612
Change-225 (0%)
Value$16.4M (+$2.1M)
Filed 2026-10-30
Pflug Koory, LLC
DECREASED
Shares49,375 from 49,984
Change-609 (-1%)
Value$16.4M (+$2.0M)
Filed 2026-10-26
Trail Ridge Investment Advisors, LLC
DECREASED
Shares49,355 from 49,519
Change-164 (0%)
Value$16.4M (+$2.1M)
Filed 2026-10-16
Sawyer & Company, Inc
DECREASED
Shares49,321 from 50,402
Change-1,081 (-2%)
Value$16.4M (+$1.8M)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares49,320 from 46,587
Change+2,733 (+6%)
Value$16.4M (+$2.9M)
Filed 2026-10-20
Chris Bulman Inc
DECREASED
Shares49,308 from 49,519
Change-211 (0%)
Value$16.4M (+$2.1M)
Filed 2026-10-20
Beacon Financial Group
INCREASED
Shares49,244 from 45,697
Change+3,547 (+8%)
Value$16.4M (+$3.2M)
Filed 2026-10-19
Wealth Advisory Solutions, LLC
DECREASED
Shares49,134 from 49,424
Change-290 (-1%)
Value$16.4M (+$2.1M)
Filed 2026-10-20
Goodman Advisory Group, LLC
INCREASED
Shares49,120 from 42,107
Change+7,013 (+17%)
Value$16.4M (+$4.2M)
Filed 2026-11-02
Bonness Enterprises Inc
UNCHANGED
Shares49,070 from 49,070
Change0 (0%)
Value$16.3M (+$2.1M)
Filed 2026-10-08
Hanson & Doremus Investment Management
INCREASED
Shares48,989 from 46,676
Change+2,313 (+5%)
Value$16.3M (+$2.8M)
Filed 2026-10-16
Sculati Wealth Management, LLC
DECREASED
Shares48,938 from 49,099
Change-161 (0%)
Value$16.7M (+$300.2K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares48,857 from 50,235
Change-1,378 (-3%)
Value$16.3M (+$1.7M)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares48,810 from 33,562
Change+15,248 (+45%)
Value$16.3M (+$6.5M)
Filed 2026-11-05
Able Financial Group, LLC
INCREASED
Shares48,794 from 46,509
Change+2,285 (+5%)
Value$16.2M (+$2.8M)
Filed 2026-10-14
Vista Investment Partners LLC
DECREASED
Shares48,745 from 48,818
Change-73 (0%)
Value$16.2M (+$2.1M)
Filed 2026-10-08
Montgomery Investment Management Inc
DECREASED
Shares48,725 from 48,980
Change-255 (-1%)
Value$16.2M (+$2.1M)
Filed 2026-10-26
jvl associates llc
INCREASED
Shares48,665 from 48,243
Change+422 (+1%)
Value$16.2M (+$2.2M)
Filed 2026-10-09
Agate Pass Investment Management, LLC
INCREASED
Shares48,634 from 47,267
Change+1,367 (+3%)
Value$16.2M (+$2.5M)
Filed 2026-10-20
Rubicon Advisors, GP
DECREASED
Shares48,624 from 48,674
Change-50 (0%)
Value$16.2M (+$2.1M)
Filed 2026-10-23
NewSquare Capital LLC
INCREASED
Shares48,597 from 45,187
Change+3,410 (+8%)
Value$16.2M (+$3.1M)
Filed 2026-11-06
IVC Wealth Advisors LLC
DECREASED
Shares48,468 from 54,919
Change-6,451 (-12%)
Value$16.1M (+$249.5K)
Filed 2026-10-23
Wealth Group, Ltd.
DECREASED
Shares48,420 from 204,571
Change-156,151 (-76%)
Value$16.1M (-$43.1M)
Filed 2026-10-30
Shum Financial Group, Inc.
DECREASED
Shares48,394 from 49,101
Change-707 (-1%)
Value$16.1M (+$1.9M)
Filed 2026-10-13
Norris Perne & French LLP
DECREASED
Shares48,368 from 62,373
Change-14,005 (-22%)
Value$16.1M (-$1.9M)
Filed 2026-10-23
TLW Wealth Management, LLC
INCREASED
Shares48,329 from 47,895
Change+434 (+1%)
Value$16.1M (+$2.2M)
Filed 2026-10-27
Wealth Alliance Advisory Group, LLC
INCREASED
Shares48,287 from 46,992
Change+1,295 (+3%)
Value$16.1M (+$2.5M)
Filed 2026-10-14
Pettinga Financial Advisors LLC
DECREASED
Shares48,268 from 49,278
Change-1,010 (-2%)
Value$16.1M (+$1.8M)
Filed 2026-10-13
Midland Wealth Advisors, LLC
DECREASED
Shares48,197 from 51,679
Change-3,482 (-7%)
Value$16.1M (+$1.1M)
Filed 2026-10-26
Cordgrass Capital Advisors, LLC
DECREASED
Shares48,170 from 48,190
Change-20 (0%)
Value$16.0M (+$2.1M)
Filed 2026-10-30
Woodward Diversified Capital, LLC
DECREASED
Shares48,070 from 48,916
Change-846 (-2%)
Value$16.0M (+$1.9M)
Filed 2026-10-21
Virtue Capital Management, LLC
INCREASED
Shares47,953 from 45,113
Change+2,840 (+6%)
Value$16.0M (+$2.9M)
Filed 2026-10-29
Ervin Investment Management, LLC
DECREASED
Shares47,947 from 48,875
Change-928 (-2%)
Value$16.0M (+$1.8M)
Filed 2026-10-23
One Day In July LLC
DECREASED
Shares47,785 from 48,488
Change-703 (-1%)
Value$15.9M (+$1.9M)
Filed 2026-10-30
Royal Fund Management, LLC
INCREASED
Shares47,666 from 45,922
Change+1,744 (+4%)
Value$15.9M (+$2.6M)
Filed 2026-10-22
Arbor Investment Advisors, LLC
INCREASED
Shares47,435 from 45,091
Change+2,344 (+5%)
Value$15.8M (+$2.7M)
Filed 2026-10-26
Insight Wealth Strategies, LLC
INCREASED
Shares47,432 from 47,318
Change+114 (+0%)
Value$15.8M (+$1.9M)
Filed 2026-10-09
Sage Rhino Capital LLC
INCREASED
Shares47,396 from 42,047
Change+5,349 (+13%)
Value$15.8M (+$3.6M)
Filed 2026-10-28
Thomas Story & SON LLC
DECREASED
Shares47,390 from 47,450
Change-60 (0%)
Value$15.8M (+$2.1M)
Filed 2026-10-13
Eagle Capital Management, LLC
DECREASED
Shares47,360 from 49,426
Change-2,066 (-4%)
Value$15.8M (+$1.5M)
Filed 2026-10-19
Poehling Capital Management, Inc.
INCREASED
Shares47,267 from 47,180
Change+87 (+0%)
Value$15.7M (+$2.1M)
Filed 2026-10-20
BKM Wealth Management, LLC
INCREASED
Shares47,226 from 45,360
Change+1,866 (+4%)
Value$15.7M (+$2.6M)
Filed 2026-10-22
Castle Rock Wealth Management, LLC
DECREASED
Shares47,042 from 53,494
Change-6,452 (-12%)
Value$15.7M (-$52.8K)
Filed 2026-10-09
Investment Advisory Services Inc
INCREASED
Shares47,026 from 46,250
Change+776 (+2%)
Value$15.7M (+$2.3M)
Filed 2026-10-27
Buckhead Capital Management LLC
DECREASED
Shares47,006 from 50,312
Change-3,306 (-7%)
Value$15.7M (+$1.1M)
Filed 2026-11-03
North Growth Management Ltd.
INCREASED
Shares47,000 from 46,000
Change+1,000 (+2%)
Value$15.6M (+$2.2M)
Filed 2026-10-20
Lincoln Capital Corp
DECREASED
Shares46,923 from 50,719
Change-3,796 (-7%)
Value$15.6M (+$950.4K)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares46,919
Change+46,919
Value$15.6M
Filed 2026-10-21
Jones Kertz & Associates, Inc.
DECREASED
Shares46,874 from 49,595
Change-2,721 (-5%)
Value$15.6M (+$1.3M)
Filed 2026-10-28
World Equity Group, Inc.
DECREASED
Shares46,848 from 76,949
Change-30,101 (-39%)
Value$15.6M (-$6.7M)
Filed 2026-10-14
Marino, Stram & Associates LLC
INCREASED
Shares46,718 from 46,551
Change+167 (+0%)
Value$15.6M (+$2.1M)
Filed 2026-10-22
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares46,700 from 43,243
Change+3,457 (+8%)
Value$15.6M (+$3.0M)
Filed 2026-10-16
Sheets Smith Wealth Management
DECREASED
Shares46,642 from 51,597
Change-4,955 (-10%)
Value$15.5M (+$602.6K)
Filed 2026-10-16
Joseph P. Lucia & Associates, LLC
INCREASED
Shares46,485 from 45,874
Change+611 (+1%)
Value$15.5M (+$2.2M)
Filed 2026-10-30
Rede Wealth, LLC
DECREASED
Shares46,467 from 46,985
Change-518 (-1%)
Value$15.5M (+$1.9M)
Filed 2026-10-22
Coston, McIsaac & Partners
DECREASED
Shares46,454 from 50,410
Change-3,956 (-8%)
Value$15.5M (+$885.4K)
Filed 2026-11-06
Amarillo National Bank
DECREASED
Shares46,422 from 46,481
Change-59 (0%)
Value$15.5M (+$2.0M)
Filed 2026-10-23
Carnegie Lake Advisors LLC
DECREASED
Shares46,410 from 47,826
Change-1,416 (-3%)
Value$15.5M (+$1.6M)
Filed 2026-11-06
Freedom Financial Partners LLC
DECREASED
Shares46,310 from 47,114
Change-804 (-2%)
Value$15.4M (+$1.8M)
Filed 2026-10-19
Nordwand Advisors, LLC
DECREASED
Shares46,283 from 46,488
Change-205 (0%)
Value$15.4M (+$2.0M)
Filed 2026-11-05
HBW Advisory Services LLC
DECREASED
Shares46,282 from 49,943
Change-3,661 (-7%)
Value$15.4M (+$961.4K)
Filed 2026-10-15
MTM Investment Management, LLC
INCREASED
Shares46,227 from 46,086
Change+141 (+0%)
Value$15.4M (+$2.1M)
Filed 2026-10-30
Allied Investment Advisors, LLC
DECREASED
Shares46,206 from 47,590
Change-1,384 (-3%)
Value$15.4M (+$1.6M)
Filed 2026-10-13
Weaver Capital Management LLC
INCREASED
Shares46,146 from 39,390
Change+6,756 (+17%)
Value$15.4M (+$5.4M)
Filed 2026-10-15
Avalon Capital Management
DECREASED
Shares46,115 from 46,166
Change-51 (0%)
Value$15.4M (+$2.0M)
Filed 2026-11-04
Eukles Asset Management
DECREASED
Shares46,074 from 46,401
Change-327 (-1%)
Value$15.3M (+$1.9M)
Filed 2026-11-04
Summit Financial Wealth Advisors, LLC
DECREASED
Shares46,052 from 46,283
Change-231 (0%)
Value$15.3M (+$1.9M)
Filed 2026-10-15
Hamilton Capital, LLC
INCREASED
Shares45,987 from 45,485
Change+502 (+1%)
Value$15.3M (+$2.2M)
Filed 2026-10-08
Mcdonald Partners LLC
DECREASED
Shares45,811 from 46,343
Change-532 (-1%)
Value$15.3M (+$1.8M)
Filed 2026-11-03
Maxi Investments CY Ltd
DECREASED
Shares45,800 from 48,500
Change-2,700 (-6%)
Value$15.3M (+$1.2M)
Filed 2026-10-26
Income Insurance Ltd
INCREASED
Shares45,737 from 45,617
Change+120 (+0%)
Value$15.2M (+$2.0M)
Filed 2026-10-21
Torray Investment Partners LLC
DECREASED
Shares45,686 from 48,366
Change-2,680 (-6%)
Value$15.2M (+$1.2M)
Filed 2026-10-30
Stokes Capital Advisors, LLC
DECREASED
Shares45,635 from 46,047
Change-412 (-1%)
Value$15.2M (+$1.9M)
Filed 2026-10-09
Cross Staff Investments Inc
DECREASED
Shares45,587 from 46,262
Change-675 (-1%)
Value$15.2M (+$1.8M)
Filed 2026-10-22
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares45,551 from 46,928
Change-1,377 (-3%)
Value$15.2M (+$1.6M)
Filed 2026-10-29
Security Financial Services, Inc.
DECREASED
Shares45,470 from 45,484
Change-14 (0%)
Value$15.1M (+$2.0M)
Filed 2026-10-29
Kingsman Wealth Management, Inc.
INCREASED
Shares45,449 from 40,274
Change+5,175 (+13%)
Value$15.1M (+$3.5M)
Filed 2026-10-13
Spinnaker Investment Group, LLC
DECREASED
Shares45,382 from 46,933
Change-1,551 (-3%)
Value$15.1M (+$1.5M)
Filed 2026-10-13
Hengehold Capital Management LLC
INCREASED
Shares45,304 from 32,637
Change+12,667 (+39%)
Value$15.1M (+$5.6M)
Filed 2026-10-16
Urban Wealth Management, LLC
DECREASED
Shares45,248 from 48,438
Change-3,190 (-7%)
Value$15.1M (+$1.1M)
Filed 2026-10-21
Searcy Financial Services Inc
DECREASED
Shares45,192 from 46,910
Change-1,718 (-4%)
Value$15.0M (+$1.5M)
Filed 2026-10-07
Baker Ellis Asset Management LLC
DECREASED
Shares45,008 from 45,303
Change-295 (-1%)
Value$15.0M (+$1.9M)
Filed 2026-10-14
Sitrin Capital Management LLC
DECREASED
Shares44,962 from 44,998
Change-36 (0%)
Value$15.0M (+$2.0M)
Filed 2026-10-19
Antonelli Financial Advisors, LLC
DECREASED
Shares44,925 from 45,274
Change-349 (-1%)
Value$15.0M (+$1.9M)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
DECREASED
Shares44,805 from 45,621
Change-816 (-2%)
Value$14.9M (+$1.5M)
Filed 2026-11-02
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares44,803 from 46,344
Change-1,541 (-3%)
Value$14.9M (+$1.5M)
Filed 2026-11-04
Central Valley Advisors, LLC
DECREASED
Shares44,786 from 54,148
Change-9,362 (-17%)
Value$14.9M (-$753.8K)
Filed 2026-10-27
Eastover Investment Advisors LLC
DECREASED
Shares44,619 from 46,809
Change-2,190 (-5%)
Value$14.9M (+$1.3M)
Filed 2026-10-05
Centerpoint Advisors, LLC
INCREASED
Shares44,613 from 43,574
Change+1,039 (+2%)
Value$14.9M (+$2.2M)
Filed 2026-11-05
Fairvoy Private Wealth, LLC
INCREASED
Shares44,576 from 43,551
Change+1,025 (+2%)
Value$14.8M (+$2.2M)
Filed 2026-10-19
Madrona Financial Services, LLC
INCREASED
Shares44,573 from 39,614
Change+4,959 (+13%)
Value$14.8M (+$3.4M)
Filed 2026-10-23
Grandview Asset Management LLC
DECREASED
Shares44,545 from 68,935
Change-24,390 (-35%)
Value$14.8M (-$5.1M)
Filed 2026-10-19
Intact Investment Management Inc.
DECREASED
Shares44,480 from 50,400
Change-5,920 (-12%)
Value$14.8M (+$229.0K)
Filed 2026-11-03
Freedom Day Solutions, LLC
INCREASED
Shares44,376 from 43,149
Change+1,227 (+3%)
Value$14.8M (+$2.3M)
Filed 2026-10-20
1900 Wealth Management LLC
INCREASED
Shares44,362 from 41,097
Change+3,265 (+8%)
Value$14.8M (+$2.9M)
Filed 2026-10-13
Blueprint Financial Advisors LLC
INCREASED
Shares44,344 from 44,178
Change+166 (+0%)
Value$14.8M (+$2.0M)
Filed 2026-10-28
Providence Wealth Advisors, LLC
DECREASED
Shares44,344 from 44,396
Change-52 (0%)
Value$14.8M (+$1.2M)
Filed 2026-10-29
ASK Capital Investment Managers, LLC
NEW
Shares44,316
Change+44,316
Value$14.8M
Filed 2026-10-14
LCM Capital Management Inc
DECREASED
Shares44,280 from 44,726
Change-446 (-1%)
Value$14.7M (+$1.8M)
Filed 2026-10-20
Rydar Equities, Inc.
DECREASED
Shares44,147 from 44,366
Change-219 (0%)
Value$14.9M (+$185.7K)
Filed 2026-10-13
Abel Hall, LLC
INCREASED
Shares44,145 from 38,715
Change+5,430 (+14%)
Value$14.7M (+$3.5M)
Filed 2026-10-19
Mitchell Sinkler & Starr
DECREASED
Shares44,077 from 44,257
Change-180 (0%)
Value$14.7M (+$1.9M)
Filed 2026-10-13
BridgePort Financial Solutions, LLC
DECREASED
Shares44,056 from 44,294
Change-238 (-1%)
Value$14.7M (+$1.9M)
Filed 2026-11-02
Summit Asset Management, LLC
INCREASED
Shares44,034 from 44,030
Change+4 (+0%)
Value$14.7M (+$1.9M)
Filed 2026-11-05
Granite Islands Private Wealth, LLC
INCREASED
Shares43,945 from 35,153
Change+8,792 (+25%)
Value$14.6M (+$4.5M)
Filed 2026-10-16
Towne Trust Company, N.a
DECREASED
Shares43,933 from 44,786
Change-853 (-2%)
Value$14.6M (+$1.7M)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares43,880
Change+43,880
Value$14.6M
Filed 2026-10-26
Financial Council, LLC
INCREASED
Shares43,810 from 43,485
Change+325 (+1%)
Value$14.6M (+$2.0M)
Filed 2026-11-02
Legacy Edge Advisors, LLC
INCREASED
Shares43,775 from 43,351
Change+424 (+1%)
Value$14.6M (+$2.0M)
Filed 2026-11-06
Reliant Investment Management, LLC
INCREASED
Shares43,702 from 43,367
Change+335 (+1%)
Value$14.6M (+$2.0M)
Filed 2026-10-14
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares43,589 from 43,954
Change-365 (-1%)
Value$14.5M (+$1.8M)
Filed 2026-10-14
Investmark Advisory Group LLC
INCREASED
Shares43,383 from 42,460
Change+923 (+2%)
Value$14.4M (+$2.2M)
Filed 2026-10-27
Valley Brook Capital Group, Inc.
DECREASED
Shares43,373 from 43,403
Change-30 (0%)
Value$14.4M (+$1.9M)
Filed 2026-10-26
Integris Wealth Management, LLC
INCREASED
Shares43,367 from 43,103
Change+264 (+1%)
Value$14.4M (+$2.0M)
Filed 2026-10-14
Yoder Wealth Management, Inc.
DECREASED
Shares43,233 from 44,251
Change-1,018 (-2%)
Value$14.4M (+$1.6M)
Filed 2026-10-13
RDA Financial Network
DECREASED
Shares43,202 from 44,367
Change-1,165 (-3%)
Value$14.4M (+$1.5M)
Filed 2026-10-15
Crane Advisory, LLC
UNCHANGED
Shares43,105 from 43,105
Change0 (0%)
Value$14.3M (-$15.8K)
Filed 2026-10-13
Paragon Private Wealth Management, LLC
DECREASED
Shares43,016 from 59,987
Change-16,971 (-28%)
Value$14.3M (-$3.0M)
Filed 2026-10-20
W Advisors, LLC
INCREASED
Shares42,732 from 42,042
Change+690 (+2%)
Value$14.2M (+$2.1M)
Filed 2026-11-02
LFG Wealth Partners, LLC
INCREASED
Shares42,553 from 39,303
Change+3,250 (+8%)
Value$14.2M (+$2.8M)
Filed 2026-10-28
Uhlmann Price Securities, LLC
INCREASED
Shares42,498 from 42,342
Change+156 (+0%)
Value$14.2M (+$1.9M)
Filed 2026-11-03
Genesee Capital Advisors, LLC
DECREASED
Shares42,485 from 42,969
Change-484 (-1%)
Value$14.1M (+$1.7M)
Filed 2026-10-20
First Community Trust NA
INCREASED
Shares42,378 from 41,805
Change+573 (+1%)
Value$14.1M (+$2.0M)
Filed 2026-10-07
Fairfield Financial Advisors, LTD
DECREASED
Shares42,356 from 45,756
Change-3,400 (-7%)
Value$14.1M (+$865.4K)
Filed 2026-10-14
Key Client Fiduciary Advisors, LLC
DECREASED
Shares42,344 from 45,444
Change-3,100 (-7%)
Value$14.1M (+$951.7K)
Filed 2026-10-19
Private Management Group Inc
DECREASED
Shares42,213 from 46,882
Change-4,669 (-10%)
Value$14.1M (+$491.9K)
Filed 2026-11-04
Peoples Financial Services Corp.
DECREASED
Shares42,201 from 42,674
Change-473 (-1%)
Value$14.1M (+$1.7M)
Filed 2026-10-20
GP Brinson Investments LLC
UNCHANGED
Shares42,000 from 42,000
Change0 (0%)
Value$14.0M (+$1.8M)
Filed 2026-10-01
New England Research & Management, Inc.
INCREASED
Shares41,999 from 41,639
Change+360 (+1%)
Value$14.0M (+$1.9M)
Filed 2026-10-16
Altura Wealth Advisors Inc.
INCREASED
Shares41,957 from 40,782
Change+1,175 (+3%)
Value$14.0M (+$2.2M)
Filed 2026-10-22
Victrix Investment Advisors
INCREASED
Shares41,914 from 41,290
Change+624 (+2%)
Value$14.0M (+$2.0M)
Filed 2026-10-13
Gould Asset Management LLC
DECREASED
Shares41,895 from 42,032
Change-137 (0%)
Value$14.0M (+$1.8M)
Filed 2026-11-06
Ninety One North America, Inc.
DECREASED
Shares41,854 from 44,605
Change-2,751 (-6%)
Value$13.9M (+$1.0M)
Filed 2026-10-15
Convergence Financial, LLC
DECREASED
Shares41,829 from 76,656
Change-34,827 (-45%)
Value$13.9M (-$8.3M)
Filed 2026-10-27
Bank of Stockton
DECREASED
Shares41,792 from 42,295
Change-503 (-1%)
Value$13.9M (+$1.7M)
Filed 2026-10-20
WealthBridge Investment Counsel Inc.
DECREASED
Shares41,791 from 42,401
Change-610 (-1%)
Value$13.9M (+$1.6M)
Filed 2026-10-13
Stanley-Laman Group, Ltd.
DECREASED
Shares41,730 from 42,512
Change-782 (-2%)
Value$13.9M (+$1.6M)
Filed 2026-10-20
Hilltop National Bank
INCREASED
Shares41,726 from 41,066
Change+660 (+2%)
Value$13.9M (+$2.0M)
Filed 2026-10-14
TFC Financial Management, Inc.
DECREASED
Shares41,552 from 41,897
Change-345 (-1%)
Value$13.8M (+$1.7M)
Filed 2026-10-26
Maryland Capital Advisors Inc.
DECREASED
Shares41,470 from 44,262
Change-2,792 (-6%)
Value$13.8M (+$1.0M)
Filed 2026-10-15
Patriot Investment Management Group, Inc.
DECREASED
Shares41,372 from 42,238
Change-866 (-2%)
Value$13.8M (+$1.6M)
Filed 2026-10-15
Family Capital Trust Co
DECREASED
Shares41,355 from 41,459
Change-104 (0%)
Value$13.8M (+$1.8M)
Filed 2026-10-22
Marathon Capital Management
DECREASED
Shares41,257 from 42,655
Change-1,398 (-3%)
Value$13.7M (+$1.4M)
Filed 2026-10-23
Lederer & Associates Investment Counsel
DECREASED
Shares41,144 from 45,733
Change-4,589 (-10%)
Value$13.7M (+$469.0K)
Filed 2026-10-23
Haven Capital Group, Inc.
INCREASED
Shares41,123 from 40,976
Change+147 (+0%)
Value$13.7M (+$1.8M)
Filed 2026-10-13
Colonial River Investments, LLC
DECREASED
Shares41,007 from 45,722
Change-4,715 (-10%)
Value$13.7M (+$426.2K)
Filed 2026-10-19
Opinicus Capital, Inc.
DECREASED
Shares40,933 from 42,174
Change-1,241 (-3%)
Value$13.6M (+$1.4M)
Filed 2026-10-28
Lantern Wealth Advisors, LLC
INCREASED
Shares40,898 from 39,217
Change+1,681 (+4%)
Value$13.6M (+$2.3M)
Filed 2026-10-22
My Personal CFO, LLC
INCREASED
Shares40,874 from 40,697
Change+177 (+0%)
Value$13.6M (+$1.8M)
Filed 2026-10-14
Xcel Wealth Management, LLC
DECREASED
Shares40,837 from 46,195
Change-5,358 (-12%)
Value$13.6M (+$232.6K)
Filed 2026-10-26
Grant Private Wealth Management Inc
DECREASED
Shares40,815 from 50,308
Change-9,493 (-19%)
Value$13.6M (-$965.2K)
Filed 2026-10-19
Obsidian CIO, LLC
DECREASED
Shares40,734 from 45,170
Change-4,436 (-10%)
Value$13.6M (+$494.7K)
Filed 2026-11-05
GPM Growth Investors, Inc.
DECREASED
Shares40,711 from 41,387
Change-676 (-2%)
Value$13.6M (+$1.6M)
Filed 2026-10-30
Cohen Investment Advisors LLC
DECREASED
Shares40,682 from 40,966
Change-284 (-1%)
Value$13.5M (+$1.7M)
Filed 2026-10-20
Marion Wealth Management
DECREASED
Shares40,625 from 40,913
Change-288 (-1%)
Value$13.5M (+$1.7M)
Filed 2026-10-22
Cowa, LLC
INCREASED
Shares40,545 from 40,128
Change+417 (+1%)
Value$13.5M (+$1.9M)
Filed 2026-10-30
Sunbeam Capital Management, LLC
DECREASED
Shares40,534 from 42,173
Change-1,639 (-4%)
Value$13.5M (+$1.3M)
Filed 2026-11-05
Wright Wealth LLC
INCREASED
Shares40,459 from 40,455
Change+4 (+0%)
Value$13.5M (+$1.8M)
Filed 2026-10-29
Banyan Capital Management, Inc.
DECREASED
Shares40,436 from 40,584
Change-148 (0%)
Value$13.5M (+$1.7M)
Filed 2026-11-05
White Pine Investment Co
DECREASED
Shares40,420 from 40,922
Change-502 (-1%)
Value$13.5M (+$1.6M)
Filed 2026-10-15
Pine Haven Investment Counsel, Inc
DECREASED
Shares40,397 from 40,589
Change-192 (0%)
Value$13.5M (+$1.7M)
Filed 2026-11-02
Thompson Investment Management, Inc.
DECREASED
Shares40,378 from 42,622
Change-2,244 (-5%)
Value$13.4M (+$1.1M)
Filed 2026-10-14
Atlas Private Wealth Advisors
DECREASED
Shares40,321 from 41,170
Change-849 (-2%)
Value$13.4M (+$1.5M)
Filed 2026-10-23
Polaris Financial Partners
NEW
Shares40,278
Change+40,278
Value$13.6K
Filed 2026-10-02
Trilogy Capital Inc.
INCREASED
Shares40,242 from 40,060
Change+182 (+0%)
Value$13.4M (+$1.8M)
Filed 2026-10-20
Stiles Financial Services Inc
DECREASED
Shares40,144 from 40,972
Change-828 (-2%)
Value$13.4M (+$1.5M)
Filed 2026-10-30
Artemis Wealth Advisors, LLC
INCREASED
Shares40,096 from 39,684
Change+412 (+1%)
Value$13.4M (+$1.9M)
Filed 2026-11-05
Strong Tower Advisory Services
DECREASED
Shares40,002 from 41,062
Change-1,060 (-3%)
Value$13.3M (+$1.4M)
Filed 2026-10-13
Ellsworth Advisors, LLC
DECREASED
Shares39,990 from 46,635
Change-6,645 (-14%)
Value$13.3M (-$2.0M)
Filed 2026-10-15
SC&H Financial Advisors, Inc.
DECREASED
Shares39,843 from 40,034
Change-191 (0%)
Value$13.3M (+$1.7M)
Filed 2026-10-14
Boltwood Capital Management
INCREASED
Shares39,749 from 38,842
Change+907 (+2%)
Value$13.2M (+$2.0M)
Filed 2026-10-02
Northwest Wealth Management, LLC
INCREASED
Shares39,718 from 39,258
Change+460 (+1%)
Value$13.2M (+$1.9M)
Filed 2026-10-30
D.B. Root & Company, LLC
INCREASED
Shares39,710 from 39,618
Change+92 (+0%)
Value$13.2M (+$1.8M)
Filed 2026-11-04
Lynch Asset Management, Inc.
UNCHANGED
Shares39,700 from 39,700
Change0 (0%)
Value$13.2M (+$1.7M)
Filed 2026-10-28
Processus Wealth & Capital Management, LLC
DECREASED
Shares39,680 from 40,099
Change-419 (-1%)
Value$13.2M (+$1.6M)
Filed 2026-10-16
Sunpointe, LLC
DECREASED
Shares39,661 from 40,708
Change-1,047 (-3%)
Value$13.2M (+$1.4M)
Filed 2026-10-22
Triton Wealth Management, Pllc
INCREASED
Shares39,653 from 39,208
Change+445 (+1%)
Value$13.1M (+$826.1K)
Filed 2026-11-04
Register Financial Advisors LLC
INCREASED
Shares39,625 from 39,459
Change+166 (+0%)
Value$13.2M (+$1.8M)
Filed 2026-10-23
Tempus Wealth Planning, LLC
INCREASED
Shares39,534 from 35,679
Change+3,855 (+11%)
Value$13.2M (+$2.8M)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED
Shares39,498 from 44,692
Change-5,194 (-12%)
Value$13.2M (+$221.6K)
Filed 2026-11-04
G2 Capital Management, LLC / OH
INCREASED
Shares39,462 from 39,396
Change+66 (+0%)
Value$13.1M (+$1.7M)
Filed 2026-10-23
Heirloom Wealth Management
DECREASED
Shares39,345 from 62,447
Change-23,102 (-37%)
Value$13.1M (-$5.0M)
Filed 2026-10-14
Tred Avon Family Wealth, LLC
DECREASED
Shares39,158 from 39,689
Change-531 (-1%)
Value$13.0M (+$1.6M)
Filed 2026-10-20
Abound Wealth Management
INCREASED
Shares39,144 from 38,371
Change+773 (+2%)
Value$13.0M (+$1.9M)
Filed 2026-10-26
Aurora Investment Managers, Llc.
DECREASED
Shares39,071 from 39,502
Change-431 (-1%)
Value$13.0M (+$1.6M)
Filed 2026-10-15
DT Investment Partners, LLC
INCREASED
Shares39,070 from 38,686
Change+384 (+1%)
Value$13.0M (+$1.8M)
Filed 2026-10-27
Oxler Private Wealth LLC
DECREASED
Shares39,067 from 39,807
Change-740 (-2%)
Value$13.0M (+$1.5M)
Filed 2026-10-21
RWQ Financial Management Services, Inc.
INCREASED
Shares39,056 from 34,661
Change+4,395 (+13%)
Value$13.0M (+$3.0M)
Filed 2026-10-19
Marathon Wealth Advisors LLC
DECREASED
Shares39,000 from 39,328
Change-328 (-1%)
Value$13.0M (+$1.6M)
Filed 2026-11-04
Eagle Bay Advisors LLC
DECREASED
Shares38,987 from 39,904
Change-917 (-2%)
Value$13.0M (+$1.4M)
Filed 2026-10-16
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares38,976 from 36,791
Change+2,185 (+6%)
Value$13.0M (+$2.3M)
Filed 2026-10-27
Weaver Consulting Group
INCREASED
Shares38,961 from 38,361
Change+600 (+2%)
Value$13.0M (+$1.9M)
Filed 2026-10-07
Alkeme Wealth, LLC
DECREASED
Shares38,913 from 39,531
Change-618 (-2%)
Value$13.0M (+$1.5M)
Filed 2026-10-08
Cromwell Holdings LLC
DECREASED
Shares38,823 from 40,661
Change-1,838 (-5%)
Value$12.9M (+$1.2M)
Filed 2026-10-28
Norway Savings Bank
DECREASED
Shares38,779 from 39,545
Change-766 (-2%)
Value$12.9M (+$1.5M)
Filed 2026-10-20
Founders Capital Management
DECREASED
Shares38,765 from 39,199
Change-434 (-1%)
Value$12.9M (+$1.6M)
Filed 2026-10-13
Tranquility Partners, LLC
DECREASED
Shares38,757 from 40,181
Change-1,424 (-4%)
Value$12.9M (+$1.3M)
Filed 2026-10-20
Pines Wealth Management, LLC
DECREASED
Shares38,646 from 40,242
Change-1,596 (-4%)
Value$12.9M (+$1.2M)
Filed 2026-10-21
Contravisory Investment Management, Inc.
INCREASED
Shares38,622 from 37,980
Change+642 (+2%)
Value$12.9M (+$1.9M)
Filed 2026-10-13
Whelan Financial
INCREASED
Shares38,553 from 34,631
Change+3,922 (+11%)
Value$12.8M (+$2.8M)
Filed 2026-10-28
Burton Enright Welch
INCREASED
Shares38,420 from 33,722
Change+4,698 (+14%)
Value$12.8M (+$3.0M)
Filed 2026-11-04
Bull Street Advisors, LLC
INCREASED
Shares38,371 from 38,241
Change+130 (+0%)
Value$12.8M (+$1.7M)
Filed 2026-10-20
Beutel, Goodman & Co Ltd.
DECREASED
Shares38,360 from 40,549
Change-2,189 (-5%)
Value$12.8M (+$1.0M)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares38,305 from 33,811
Change+4,494 (+13%)
Value$12.8M (+$3.0M)
Filed 2026-11-03
Westwood Wealth Management
DECREASED
Shares38,067 from 40,955
Change-2,888 (-7%)
Value$12.7M (+$826.3K)
Filed 2026-10-29
Black Diamond Financial, LLC
INCREASED
Shares37,892 from 37,747
Change+145 (+0%)
Value$12.6M (+$1.7M)
Filed 2026-10-26
General Partner, Inc.
DECREASED
Shares37,880 from 47,055
Change-9,175 (-19%)
Value$12.6M (-$1.0M)
Filed 2026-10-05
Eagle Strategies LLC
INCREASED
Shares37,880 from 37,566
Change+314 (+1%)
Value$12.6M (+$1.7M)
Filed 2026-10-16
Balefire, LLC
INCREASED
Shares37,872 from 28,714
Change+9,158 (+32%)
Value$12.6M (+$4.3M)
Filed 2026-10-09
Bell Investment Advisors, Inc
INCREASED
Shares37,775 from 36,423
Change+1,352 (+4%)
Value$12.6M (+$2.0M)
Filed 2026-10-29
Northcape Wealth Management, LLC
DECREASED
Shares37,775 from 38,644
Change-869 (-2%)
Value$12.6M (+$1.4M)
Filed 2026-11-04
Ellerson Group Inc
DECREASED
Shares37,764 from 39,875
Change-2,111 (-5%)
Value$12.5M (+$995.6K)
Filed 2026-11-04
Leelyn Smith, LLC
INCREASED
Shares37,729 from 37,576
Change+153 (+0%)
Value$12.6M (+$1.7M)
Filed 2026-11-03
Merrion Investment Management Co, LLC
DECREASED
Shares37,712 from 37,797
Change-85 (0%)
Value$12.6M (+$1.6M)
Filed 2026-10-16
Garner Asset Management Corp
DECREASED
Shares37,707 from 39,058
Change-1,351 (-3%)
Value$13.0M (+$1.7M)
Filed 2026-10-30
XXI Wealth, LLC
INCREASED
Shares37,673 from 34,600
Change+3,073 (+9%)
Value$12.5M (+$2.5M)
Filed 2026-10-22
NavPoint Financial, Inc.
DECREASED
Shares37,559 from 37,730
Change-171 (0%)
Value$12.5M (+$1.6M)
Filed 2026-10-21
Hoertkorn Richard Charles
DECREASED
Shares37,489 from 38,699
Change-1,210 (-3%)
Value$12.5M (+$1.3M)
Filed 2026-11-04
Merrithew & Thorsten Inc
INCREASED
Shares37,489 from 36,331
Change+1,158 (+3%)
Value$12.5M (+$2.0M)
Filed 2026-11-06
Lakeshore Financial Planning, Inc.
DECREASED
Shares37,433 from 37,537
Change-104 (0%)
Value$12.5M (+$1.6M)
Filed 2026-10-13
Family Legacy, Inc.
DECREASED
Shares37,425 from 37,693
Change-268 (-1%)
Value$12.5M (+$1.6M)
Filed 2026-10-13
Cottage Street Advisors LLC
DECREASED
Shares37,406 from 39,159
Change-1,753 (-4%)
Value$12.5M (+$1.1M)
Filed 2026-10-19
Morling Financial Advisors, LLC
DECREASED
Shares37,397 from 38,576
Change-1,179 (-3%)
Value$12.5M (+$1.3M)
Filed 2026-10-28
SLT Holdings LLC
DECREASED
Shares37,327 from 39,025
Change-1,698 (-4%)
Value$12.4M (+$1.1M)
Filed 2026-10-15
Legacy Financial Group, Inc.
INCREASED
Shares37,321 from 37,281
Change+40 (+0%)
Value$12.4M (+$1.6M)
Filed 2026-10-21
CMG Global Holdings, LLC
DECREASED
Shares37,275 from 38,298
Change-1,023 (-3%)
Value$12.4M (+$1.3M)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
INCREASED
Shares37,252 from 36,703
Change+549 (+2%)
Value$12.4M (+$1.8M)
Filed 2026-10-27
Elmwood Wealth Management, Inc.
INCREASED
Shares37,233 from 36,896
Change+337 (+1%)
Value$12.4M (+$1.7M)
Filed 2026-10-14
Meritas Wealth Management, LLC
INCREASED
Shares37,230 from 36,682
Change+548 (+1%)
Value$12.4M (+$1.8M)
Filed 2026-10-14
Eclectic Associates Inc
DECREASED
Shares37,204 from 43,063
Change-5,859 (-14%)
Value$12.4M (-$70.9K)
Filed 2026-10-09
Triasima Portfolio Management inc.
INCREASED
Shares37,151 from 36,826
Change+325 (+1%)
Value$12.4M (+$1.7M)
Filed 2026-10-15
ANB Bank
DECREASED
Shares37,134 from 37,933
Change-799 (-2%)
Value$12.4M (+$1.4M)
Filed 2026-10-09
Richard P Slaughter Associates Inc
DECREASED
Shares37,109 from 41,747
Change-4,638 (-11%)
Value$12.4M (+$278.0K)
Filed 2026-10-13
Beacon Financial Advisory LLC
INCREASED
Shares37,100 from 36,429
Change+671 (+2%)
Value$12.4M (+$1.8M)
Filed 2026-10-16
PCG Asset Management, LLC
INCREASED
Shares37,060 from 18,207
Change+18,853 (+104%)
Value$12.3M (+$7.1M)
Filed 2026-11-05
Deseret Mutual Benefit Administrators
DECREASED
Shares37,007 from 38,315
Change-1,308 (-3%)
Value$12.3M (+$1.2M)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
DECREASED
Shares36,995 from 37,215
Change-220 (-1%)
Value$12.3M (+$1.6M)
Filed 2026-10-21
Howard Wealth Management, LLC
DECREASED
Shares36,874 from 36,980
Change-106 (0%)
Value$12.3M (+$1.6M)
Filed 2026-10-28
Roan Capital Partners
INCREASED
Shares36,781 from 3,074
Change+33,707 (+1097%)
Value$12.2M (+$11.4M)
Filed 2026-10-09
Evolution Wealth Advisors, LLC
INCREASED
Shares36,778 from 32,952
Change+3,826 (+12%)
Value$12.2M (+$2.7M)
Filed 2026-11-03
Patrick M Sweeney & Associates, Inc
DECREASED
Shares36,771 from 36,829
Change-58 (0%)
Value$12.2M (+$1.6M)
Filed 2026-10-22
McAlister, Sweet & Associates, Inc.
DECREASED
Shares36,715 from 36,940
Change-225 (-1%)
Value$12.2M (+$1.5M)
Filed 2026-10-07
AUA Capital Management, LLC
UNCHANGED
Shares36,713 from 36,713
Change0 (0%)
Value$12.2M (+$1.6M)
Filed 2026-10-15
Rahlfs Capital, LLC
DECREASED
Shares36,620 from 37,020
Change-400 (-1%)
Value$12.2M (+$1.5M)
Filed 2026-10-23
Cane Capital Partners, LLC
DECREASED
Shares36,575 from 37,318
Change-743 (-2%)
Value$12.2M (+$1.4M)
Filed 2026-10-23
Marin Bay Wealth Advisors, LLC
DECREASED
Shares36,486 from 36,630
Change-144 (0%)
Value$12.2M (+$1.6M)
Filed 2026-10-28
Founders Grove Wealth Partners, LLC
DECREASED
Shares36,472 from 37,192
Change-720 (-2%)
Value$12.1M (+$1.4M)
Filed 2026-10-16
Greystone Financial Group, LLC
DECREASED
Shares36,420 from 37,764
Change-1,344 (-4%)
Value$12.1M (+$1.2M)
Filed 2026-10-26
Colton Groome Financial Advisors, LLC
INCREASED
Shares36,373 from 32,923
Change+3,450 (+10%)
Value$12.1M (+$2.6M)
Filed 2026-10-06
Capstone Wealth Management Group, Inc.
DECREASED
Shares36,357 from 36,976
Change-619 (-2%)
Value$12.1M (+$1.4M)
Filed 2026-10-19
ROI Financial Advisors, LLC
DECREASED
Shares36,356 from 37,352
Change-996 (-3%)
Value$12.1M (+$1.3M)
Filed 2026-10-19
Acorn Financial Advisory Services Inc
DECREASED
Shares36,250 from 42,165
Change-5,915 (-14%)
Value$12.1M (-$128.5K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares36,143 from 34,004
Change+2,139 (+6%)
Value$12.0M (+$2.2M)
Filed 2026-10-29
TrustBank
DECREASED
Shares36,133 from 37,226
Change-1,093 (-3%)
Value$12.0M (+$1.3M)
Filed 2026-10-20
Park State Asset Management
DECREASED
Shares36,125 from 38,910
Change-2,785 (-7%)
Value$12.0M (+$771.4K)
Filed 2026-11-02
William Allan Corp
DECREASED
Shares36,125 from 36,467
Change-342 (-1%)
Value$12.0M (+$1.5M)
Filed 2026-10-14
Hudson Canyon Capital Management
DECREASED
Shares36,098 from 38,613
Change-2,515 (-7%)
Value$12.0M (+$848.3K)
Filed 2026-11-04
Clarus Group, Inc.
DECREASED
Shares36,012 from 36,561
Change-549 (-1%)
Value$12.0M (+$1.4M)
Filed 2026-10-21
Montz Harcus Wealth Management LLC
INCREASED
Shares35,987 from 34,990
Change+997 (+3%)
Value$12.0M (+$1.9M)
Filed 2026-10-09
Matisse Capital
DECREASED
Shares35,975 from 35,994
Change-19 (0%)
Value$12.0M (+$1.6M)
Filed 2026-10-29
Cornerstone Planning, LLC
INCREASED
Shares35,957 from 10,726
Change+25,231 (+235%)
Value$10.9M (+$7.8M)
Filed 2026-10-27
SWP Financial LLC
DECREASED
Shares35,929 from 36,072
Change-143 (0%)
Value$12.0M (+$1.5M)
Filed 2026-10-23
QTR Family Wealth, LLC
DECREASED
Shares35,860 from 36,376
Change-516 (-1%)
Value$11.9M (+$1.4M)
Filed 2026-11-02
Congress Park Capital LLC
DECREASED
Shares35,793 from 36,536
Change-743 (-2%)
Value$11.9M (+$1.3M)
Filed 2026-10-13
Vaughan David Investments LLC
DECREASED
Shares35,712 from 35,756
Change-44 (0%)
Value$11.9M (+$1.5M)
Filed 2026-11-05
Columbus Macro, LLC
DECREASED
Shares35,699 from 36,133
Change-434 (-1%)
Value$11.9M (+$1.4M)
Filed 2026-10-14
Wealth Preservation Advisors, LLC
DECREASED
Shares35,646 from 35,982
Change-336 (-1%)
Value$11.9M (+$1.5M)
Filed 2026-11-05
Centennial Wealth Advisory LLC
INCREASED
Shares35,609 from 35,372
Change+237 (+1%)
Value$11.9M (+$1.6M)
Filed 2026-10-16
tru Independence LLC
INCREASED
Shares35,600 from 35,424
Change+176 (+1%)
Value$11.9M (+$1.6M)
Filed 2026-10-20
Orca Investment Management, LLC
DECREASED
Shares35,579 from 35,923
Change-344 (-1%)
Value$11.8M (+$1.5M)
Filed 2026-10-29
WestHill Financial Advisors, Inc.
DECREASED
Shares35,540 from 36,276
Change-736 (-2%)
Value$11.8M (+$1.3M)
Filed 2026-10-14
Mosley Wealth Management
INCREASED
Shares35,489 from 35,299
Change+190 (+1%)
Value$12.1M (+$1.9M)
Filed 2026-10-16
Xena Financial Planning, LLC
DECREASED
Shares35,482 from 36,598
Change-1,116 (-3%)
Value$11.8M (+$1.2M)
Filed 2026-10-13
Noesis Capital Mangement Corp
INCREASED
Shares35,431 from 32,708
Change+2,723 (+8%)
Value$11.8M (+$2.3M)
Filed 2026-10-26
Matauro, LLC
DECREASED
Shares35,430 from 35,677
Change-247 (-1%)
Value$11.8M (+$1.5M)
Filed 2026-11-03
LifeWealth Investments, LLC
DECREASED
Shares35,373 from 39,585
Change-4,212 (-11%)
Value$11.8M (+$325.5K)
Filed 2026-10-21
Cambridge Advisors Inc.
DECREASED
Shares35,295 from 36,530
Change-1,235 (-3%)
Value$11.8M (+$1.2M)
Filed 2026-10-19
Spirit of America Management Corp
DECREASED
Shares35,282 from 35,482
Change-200 (-1%)
Value$11.7M (+$1.5M)
Filed 2026-10-14
EdgeRock Capital LLC
INCREASED
Shares35,279 from 34,565
Change+714 (+2%)
Value$11.7M (+$1.7M)
Filed 2026-11-03
Madden Securities Corp
INCREASED
Shares35,261 from 35,045
Change+216 (+1%)
Value$11.7M (+$1.6M)
Filed 2026-10-27
Seelaus Asset Management LLC
INCREASED
Shares35,250 from 34,365
Change+885 (+3%)
Value$11.7M (+$1.8M)
Filed 2026-10-14
Maia Wealth LLC
INCREASED
Shares35,220 from 32,100
Change+3,120 (+10%)
Value$11.7M (+$2.4M)
Filed 2026-10-19
Grey Ledge Advisors, LLC
DECREASED
Shares35,202 from 35,412
Change-210 (-1%)
Value$11.7M (+$1.5M)
Filed 2026-11-02
Wealth Quarterback LLC
INCREASED
Shares35,161 from 34,685
Change+476 (+1%)
Value$11.7M (+$1.7M)
Filed 2026-10-20
McHugh Group, LLC
UNCHANGED
Shares35,113 from 35,113
Change0 (0%)
Value$11.7M (+$1.5M)
Filed 2026-10-19
Samalin Investment Counsel, LLC
DECREASED
Shares35,075 from 35,281
Change-206 (-1%)
Value$7.3M (-$2.9M)
Filed 2026-10-23
Harfst & Associates, Inc.
INCREASED
Shares35,056 from 34,317
Change+739 (+2%)
Value$11.7M (+$1.7M)
Filed 2026-10-20
Elite Wealth Management, Inc.
DECREASED
Shares35,032 from 36,694
Change-1,662 (-5%)
Value$11.7M (+$1.0M)
Filed 2026-11-03
Commons Capital, LLC
INCREASED
Shares35,001 from 34,849
Change+152 (+0%)
Value$11.7M (+$1.6M)
Filed 2026-11-05
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares34,908 from 35,057
Change-149 (0%)
Value$11.6M (+$1.5M)
Filed 2026-10-07
Pecaut & Co.
DECREASED
Shares34,905 from 35,616
Change-711 (-2%)
Value$11.6M (+$1.3M)
Filed 2026-10-27
Cathy Pareto & Associates, Inc
DECREASED
Shares34,791 from 34,846
Change-55 (0%)
Value$11.6M (+$1.5M)
Filed 2026-10-15
Landmark Wealth Management, Inc.
UNCHANGED
Shares34,757 from 34,757
Change0 (0%)
Value$11.6M (+$1.5M)
Filed 2026-11-04
Lighthouse Financial Services Inc
DECREASED
Shares34,682 from 34,966
Change-284 (-1%)
Value$11.5M (+$1.3M)
Filed 2026-11-02
Jacobsen Capital Management
INCREASED
Shares34,639 from 34,451
Change+188 (+1%)
Value$11.5M (+$1.6M)
Filed 2026-10-27
Centerline Wealth Advisors, LLC
INCREASED
Shares34,616 from 34,607
Change+9 (+0%)
Value$11.5M (+$1.5M)
Filed 2026-10-15
Variant Private Wealth, LLC
INCREASED
Shares34,539 from 34,170
Change+369 (+1%)
Value$11.5M (+$1.6M)
Filed 2026-10-21
Mirova US LLC
DECREASED
Shares34,537 from 40,220
Change-5,683 (-14%)
Value$11.5M (-$136.5K)
Filed 2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares34,492 from 36,678
Change-2,186 (-6%)
Value$11.5M (+$873.4K)
Filed 2026-10-26
Values Added Financial LLC
DECREASED
Shares34,444 from 35,183
Change-739 (-2%)
Value$11.5M (+$1.3M)
Filed 2026-10-28
Elevatus Welath Management
INCREASED
Shares34,443 from 34,432
Change+11 (+0%)
Value$11.5M (+$1.5M)
Filed 2026-10-19
Lantz Financial LLC
DECREASED
Shares34,431 from 34,799
Change-368 (-1%)
Value$11.5M (+$1.4M)
Filed 2026-10-15
Monument Capital Management
INCREASED
Shares34,342 from 34,072
Change+270 (+1%)
Value$11.4M (+$1.6M)
Filed 2026-10-09
Altman Advisors, Inc.
DECREASED
Shares34,316 from 34,736
Change-420 (-1%)
Value$11.4M (+$1.4M)
Filed 2026-11-05
Trueblood Wealth Management, LLC
DECREASED
Shares34,310 from 34,596
Change-286 (-1%)
Value$11.4M (+$1.4M)
Filed 2026-10-23
Clear Wave Wealth Management LLC
INCREASED
Shares34,284 from 32,743
Change+1,541 (+5%)
Value$11.4M (+$1.9M)
Filed 2026-11-04
Trinity Financial Advisors LLC
DECREASED
Shares34,206 from 35,680
Change-1,474 (-4%)
Value$11.4M (+$1.1M)
Filed 2026-10-09
Rose Capital Advisors LLC
INCREASED
Shares34,200 from 27,284
Change+6,916 (+25%)
Value$11.4M (+$3.5M)
Filed 2026-11-04
Eagle Wealth Advisors LLC
DECREASED
Shares34,134 from 34,213
Change-79 (0%)
Value$11.4M (+$1.5M)
Filed 2026-10-20
Aspen Investment Management Inc
DECREASED
Shares34,119 from 34,299
Change-180 (-1%)
Value$11.4M (+$1.4M)
Filed 2026-11-05
Steel Grove Capital Advisors, LLC
DECREASED
Shares34,112 from 35,200
Change-1,088 (-3%)
Value$11.4M (+$1.2M)
Filed 2026-10-13
Ullmann Wealth Partners Group, LLC
INCREASED
Shares34,104 from 31,472
Change+2,632 (+8%)
Value$11.4M (+$2.3M)
Filed 2026-11-02
Investment Partners Asset Management, Inc.
DECREASED
Shares34,074 from 34,369
Change-295 (-1%)
Value$11.3M (+$1.4M)
Filed 2026-10-09
Ifrah Financial Services, Inc.
DECREASED
Shares34,056 from 34,105
Change-49 (0%)
Value$11.3M (+$1.5M)
Filed 2026-10-13
Towercrest Capital Management
INCREASED
Shares33,984 from 33,727
Change+257 (+1%)
Value$11.3M (+$1.6M)
Filed 2026-10-23
Avantra Family Wealth, Inc.
INCREASED
Shares33,972 from 31,119
Change+2,853 (+9%)
Value$11.3M (+$2.3M)
Filed 2026-10-20
Creekside Partners
DECREASED
Shares33,868 from 35,966
Change-2,098 (-6%)
Value$11.3M (+$871.7K)
Filed 2026-11-04
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares33,867 from 33,828
Change+39 (+0%)
Value$11.5M (+$473.4K)
Filed 2026-10-21
Hudock, Inc.
DECREASED
Shares33,859 from 34,988
Change-1,129 (-3%)
Value$11.3M (+$1.2M)
Filed 2026-10-14
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares33,844 from 32,288
Change+1,556 (+5%)
Value$11.3M (+$1.9M)
Filed 2026-10-20
Berman McAleer LLC
DECREASED
Shares33,836 from 33,965
Change-129 (0%)
Value$11.3M (+$1.4M)
Filed 2026-10-16
Asset Management Advisors, LLC
DECREASED
Shares33,827 from 34,343
Change-516 (-1%)
Value$11.3M (+$1.3M)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
INCREASED
Shares33,810 from 30,990
Change+2,820 (+9%)
Value$11.3M (+$916.8K)
Filed 2026-11-02
Diversified Portfolios, Inc.
INCREASED
Shares33,807 from 33,220
Change+587 (+2%)
Value$11.3M (+$1.6M)
Filed 2026-11-04
May Hill Capital, LLC
INCREASED
Shares33,801 from 31,375
Change+2,426 (+8%)
Value$11.3M (+$2.2M)
Filed 2026-11-03
Banque de Luxembourg S.A.
DECREASED
Shares33,799 from 36,783
Change-2,984 (-8%)
Value$11.3M (+$612.2K)
Filed 2026-10-14
Darden Wealth Group Inc
INCREASED
Shares33,788 from 33,702
Change+86 (+0%)
Value$11.3M (+$1.5M)
Filed 2026-11-06
Piscataqua Savings Bank
DECREASED
Shares33,785 from 35,558
Change-1,773 (-5%)
Value$11.3M (+$962.0K)
Filed 2026-10-21
Arlington Trust Co LLC
INCREASED
Shares33,675 from 25,230
Change+8,445 (+33%)
Value$11.2M (+$3.9M)
Filed 2026-10-20
Mainstream Capital Management LLC
DECREASED
Shares33,675 from 34,109
Change-434 (-1%)
Value$11.2M (+$1.3M)
Filed 2026-10-23
Investment Management Trust, LLC
INCREASED
Shares33,653 from 32,761
Change+892 (+3%)
Value$11.2M (+$1.7M)
Filed 2026-11-05
Woodard & Co Asset Management Group Inc
DECREASED
Shares33,632 from 34,800
Change-1,168 (-3%)
Value$11.2M (+$1.1M)
Filed 2026-11-03
Corps Capital Advisors, LLC
DECREASED
Shares33,486 from 35,312
Change-1,826 (-5%)
Value$11.2M (+$933.6K)
Filed 2026-11-05
Willis Johnson Wealth, Inc.
INCREASED
Shares33,481 from 31,960
Change+1,521 (+5%)
Value$11.1M (+$1.9M)
Filed 2026-11-03
Jericho Financial, LLP
INCREASED
Shares33,472 from 33,351
Change+121 (+0%)
Value$11.1M (+$1.5M)
Filed 2026-10-13
First United Bank & Trust
DECREASED
Shares33,454 from 33,851
Change-397 (-1%)
Value$11.1M (+$1.3M)
Filed 2026-10-22
Cora Capital Advisors LLC
DECREASED
Shares33,361 from 33,908
Change-547 (-2%)
Value$11.1M (+$1.3M)
Filed 2026-11-02
Vigilare Wealth Management
DECREASED
Shares33,312 from 33,774
Change-462 (-1%)
Value$11.1M (+$1.3M)
Filed 2026-10-29
River Street Advisors LLC
INCREASED
Shares33,220 from 32,351
Change+869 (+3%)
Value$11.1M (+$1.7M)
Filed 2026-10-22
Orser Capital Management, LLC
INCREASED
Shares33,117 from 33,111
Change+6 (+0%)
Value$11.0M (+$1.4M)
Filed 2026-10-13
Golden Reserve Retirement LLC
DECREASED
Shares33,088 from 35,243
Change-2,155 (-6%)
Value$11.0M (+$821.1K)
Filed 2026-11-02
NBH Bank
INCREASED
Shares33,062 from 32,569
Change+493 (+2%)
Value$11.0M (+$1.6M)
Filed 2026-11-05
Private Wealth Management Group, LLC
INCREASED
Shares33,012 from 32,422
Change+590 (+2%)
Value$11.0M (+$1.6M)
Filed 2026-10-19
Grey Fox Wealth Advisors, LLC
INCREASED
Shares32,940 from 32,185
Change+755 (+2%)
Value$11.0M (+$1.7M)
Filed 2026-11-03
Affiance Financial, LLC
DECREASED
Shares32,871 from 35,289
Change-2,418 (-7%)
Value$10.9M (+$735.6K)
Filed 2026-10-15
15 Wealth Advisors LLC
NEW
Shares32,853
Change+32,853
Value$10.9M
Filed 2026-10-14
Gratus Wealth Advisors, LLC
DECREASED
Shares32,818 from 33,849
Change-1,031 (-3%)
Value$10.9M (+$1.1M)
Filed 2026-10-26
GKV Capital Management Co., Inc.
INCREASED
Shares32,817 from 31,068
Change+1,749 (+6%)
Value$10.9M (+$1.9M)
Filed 2026-11-06
Old Port Advisors
DECREASED
Shares32,814 from 37,151
Change-4,337 (-12%)
Value$10.9M (+$177.6K)
Filed 2026-10-23
Focused Alpha, LLC
DECREASED
Shares32,768 from 33,108
Change-340 (-1%)
Value$10.9M (+$1.3M)
Filed 2026-10-20
Shoker Investment Counsel, Inc.
DECREASED
Shares32,701 from 33,060
Change-359 (-1%)
Value$10.9M (+$1.3M)
Filed 2026-11-04
Sage Mountain Advisors LLC
DECREASED
Shares32,677 from 37,830
Change-5,153 (-14%)
Value$10.9M (-$64.4K)
Filed 2026-11-02
Colorado Capital Management, Inc.
DECREASED
Shares32,666 from 32,861
Change-195 (-1%)
Value$10.9M (+$1.4M)
Filed 2026-10-15
Arsenal Capital Advisors LLC
INCREASED
Shares32,566 from 32,249
Change+317 (+1%)
Value$10.8M (+$1.5M)
Filed 2026-11-02
Center for Financial Planning, Inc.
INCREASED
Shares32,551 from 32,001
Change+550 (+2%)
Value$10.8M (+$1.6M)
Filed 2026-10-26
Evexia Wealth LLC
DECREASED
Shares32,519 from 42,132
Change-9,613 (-23%)
Value$11.2M (-$1.6M)
Filed 2026-11-05
Centurion Wealth Management LLC
DECREASED
Shares32,498 from 37,697
Change-5,199 (-14%)
Value$10.8M (-$85.3K)
Filed 2026-10-13
Choice Wealth Advisors LLC
DECREASED
Shares32,391 from 33,025
Change-634 (-2%)
Value$10.8M (+$1.2M)
Filed 2026-10-16
Foguth Wealth Management, Llc.
DECREASED
Shares32,341 from 34,767
Change-2,426 (-7%)
Value$11.1M (-$246.9K)
Filed 2026-10-19
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares32,296 from 32,286
Change+10 (+0%)
Value$10.8M (+$1.4M)
Filed 2026-10-29
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares32,257 from 32,654
Change-397 (-1%)
Value$10.7M (+$1.3M)
Filed 2026-10-29
Kerusso Capital Management LLC
INCREASED
Shares32,246 from 29,232
Change+3,014 (+10%)
Value$10.7M (+$2.3M)
Filed 2026-10-27
Global Trust Asset Management, LLC
DECREASED
Shares32,191 from 32,520
Change-329 (-1%)
Value$10.7M (+$1.3M)
Filed 2026-10-19
Jnba Financial Advisors
INCREASED
Shares32,161 from 31,180
Change+981 (+3%)
Value$10.7M (+$1.7M)
Filed 2026-11-03
Almanack Investment Partners, Llc.
INCREASED
Shares32,098 from 31,711
Change+387 (+1%)
Value$10.7M (+$1.5M)
Filed 2026-11-03
Selective Wealth Management, Inc.
INCREASED
Shares32,090 from 28,832
Change+3,258 (+11%)
Value$11.0M (+$1.4M)
Filed 2026-10-16
Ayrshire Capital Management LLC
DECREASED
Shares32,079 from 32,310
Change-231 (-1%)
Value$10.7M (+$1.3M)
Filed 2026-10-20
OceanIQ Capital, LLC
INCREASED
Shares32,067 from 24,297
Change+7,770 (+32%)
Value$10.9M (+$3.5M)
Filed 2026-10-19
Kelly Financial Group LLC
DECREASED
Shares32,002 from 32,651
Change-649 (-2%)
Value$10.6M (+$1.2M)
Filed 2026-10-16
Constitution Capital LLC
INCREASED
Shares31,965 from 31,178
Change+787 (+3%)
Value$10.6M (+$1.6M)
Filed 2026-10-23
MFA Wealth Advisors, LLC
DECREASED
Shares31,956 from 32,606
Change-650 (-2%)
Value$10.6M (+$1.2M)
Filed 2026-10-07
Ballast Rock Private Wealth LLC
INCREASED
Shares31,916 from 31,887
Change+29 (+0%)
Value$10.6M (+$1.4M)
Filed 2026-10-26
Advisortrust Partners, LLC
INCREASED
Shares31,859 from 31,269
Change+590 (+2%)
Value$10.6M (+$1.6M)
Filed 2026-11-02
Pacific Sage Partners, LLC
DECREASED
Shares31,836 from 31,880
Change-44 (0%)
Value$10.6M (+$1.4M)
Filed 2026-10-21
Hager Investment Management Services, LLC
DECREASED
Shares31,817 from 33,727
Change-1,910 (-6%)
Value$10.6M (+$836.7K)
Filed 2026-11-04
Delta Capital Management LLC
DECREASED
Shares31,749 from 31,769
Change-20 (0%)
Value$10.6M (+$1.4M)
Filed 2026-10-16
Advocate Group LLC
DECREASED
Shares31,707 from 37,698
Change-5,991 (-16%)
Value$10.6M (-$349.2K)
Filed 2026-10-19
Haven Private, LLC
INCREASED
Shares31,646 from 31,260
Change+386 (+1%)
Value$10.5M (+$1.5M)
Filed 2026-10-27
Essex LLC
INCREASED
Shares31,549 from 31,389
Change+160 (+1%)
Value$10.5M (+$1.4M)
Filed 2026-10-14
Farrell Financial LLC
DECREASED
Shares31,484 from 31,528
Change-44 (0%)
Value$10.5M (+$1.4M)
Filed 2026-10-16
Legacy Financial Strategies, LLC
DECREASED
Shares31,445 from 31,984
Change-539 (-2%)
Value$10.5M (+$1.2M)
Filed 2026-10-15
Phoenix Wealth Advisors
INCREASED
Shares31,445 from 31,247
Change+198 (+1%)
Value$10.5M (+$1.4M)
Filed 2026-11-03
Crown Wealth Group, LLC
DECREASED
Shares31,425 from 36,233
Change-4,808 (-13%)
Value$10.5M (-$19.4K)
Filed 2026-10-19
Acima Private Wealth, LLC
UNCHANGED
Shares31,421 from 31,421
Change0 (0%)
Value$10.5M (+$1.4M)
Filed 2026-10-05
BostonPremier Wealth LLC
INCREASED
Shares31,416 from 31,066
Change+350 (+1%)
Value$10.5M (+$1.5M)
Filed 2026-10-16
Blue Square Asset Management, LLC
DECREASED
Shares31,404 from 32,522
Change-1,118 (-3%)
Value$10.5M (+$1.0M)
Filed 2026-11-02
Hudson Capital Management LLC
DECREASED
Shares31,379 from 31,953
Change-574 (-2%)
Value$10.4M (+$1.2M)
Filed 2026-10-20
Studio Investment Management LLC
DECREASED
Shares31,370 from 34,882
Change-3,512 (-10%)
Value$10.4M (+$353.4K)
Filed 2026-10-22
C2c Wealth Management, LLC
DECREASED
Shares31,340 from 31,345
Change-5 (0%)
Value$10.4M (+$1.4M)
Filed 2026-10-20
Shaker Investments LLC
INCREASED
Shares31,314 from 30,553
Change+761 (+2%)
Value$10.4M (+$1.6M)
Filed 2026-11-05
Advisory Solutions Group, LLC
INCREASED
Shares31,306 from 16,005
Change+15,301 (+96%)
Value$10.4M (+$5.8M)
Filed 2026-10-14
Wiregrass Investment Management LLC
DECREASED
Shares31,279 from 31,427
Change-148 (0%)
Value$10.4M (+$1.3M)
Filed 2026-11-05
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares31,265 from 31,394
Change-129 (0%)
Value$10.4M (+$1.3M)
Filed 2026-10-08
Riverbridge Partners LLC
DECREASED
Shares31,218 from 31,263
Change-45 (0%)
Value$10.4M (+$1.3M)
Filed 2026-11-05
Kennebec Savings Bank
DECREASED
Shares31,217 from 31,313
Change-96 (0%)
Value$10.4M (+$1.3M)
Filed 2026-10-22
Great Waters Wealth Management
INCREASED
Shares31,173 from 30,795
Change+378 (+1%)
Value$10.4M (+$1.5M)
Filed 2026-10-07
Corundum Group, Inc.
INCREASED
Shares31,139 from 24,451
Change+6,688 (+27%)
Value$10.4M (+$3.3M)
Filed 2026-10-28
Insight Inv LLC
DECREASED
Shares31,126 from 31,410
Change-284 (-1%)
Value$10.4M (+$1.3M)
Filed 2026-10-27
North Berkeley Wealth Management, LLC
INCREASED
Shares31,119 from 29,446
Change+1,673 (+6%)
Value$10.4M (+$1.8M)
Filed 2026-11-02
Collaborative Fund Advisors, LLC
INCREASED
Shares31,112 from 20,274
Change+10,838 (+53%)
Value$10.4M (+$4.5M)
Filed 2026-11-02
Gimbal Financial
INCREASED
Shares31,106 from 3,614
Change+27,492 (+761%)
Value$10.4M (+$9.3M)
Filed 2026-10-19
Jm2 Capital Inc.
DECREASED
Shares31,097 from 31,576
Change-479 (-2%)
Value$10.4M (+$1.2M)
Filed 2026-10-14
Enclave Advisors LLC
DECREASED
Shares31,096 from 32,138
Change-1,042 (-3%)
Value$10.4M (+$1.1M)
Filed 2026-10-14
Quartz Partners, LLC
INCREASED
Shares31,084 from 29,544
Change+1,540 (+5%)
Value$10.4M (+$1.8M)
Filed 2026-11-03
Essex Investment Management Co LLC
DECREASED
Shares31,084 from 32,427
Change-1,343 (-4%)
Value$10.4M (+$968.5K)
Filed 2026-10-19
Wynn Capital, LLC
DECREASED
Shares31,064 from 31,184
Change-120 (0%)
Value$10.3M (+$1.3M)
Filed 2026-10-13
Meridian Financial Partners LLC
DECREASED
Shares31,033 from 31,340
Change-307 (-1%)
Value$10.6M (+$349.3K)
Filed 2026-10-23
Tilia Fiduciary Partners, Inc.
DECREASED
Shares30,943 from 30,953
Change-10 (0%)
Value$10.3M (+$1.3M)
Filed 2026-10-09
Vertrix Wealth Management, LLC
DECREASED
Shares30,897 from 31,112
Change-215 (-1%)
Value$10.3M (+$1.3M)
Filed 2026-10-13
MW Advisory, LLC
INCREASED
Shares30,862 from 27,350
Change+3,512 (+13%)
Value$10.3M (+$2.4M)
Filed 2026-10-19
William Mack & Associates, Inc.
DECREASED
Shares30,835 from 35,364
Change-4,529 (-13%)
Value$10.3M (+$36.0K)
Filed 2026-10-27
Argyle Capital Partners, LLC
DECREASED
Shares30,822 from 31,099
Change-277 (-1%)
Value$10.3M (+$1.3M)
Filed 2026-10-23
McBroom & Associates, LLC
DECREASED
Shares30,812 from 35,475
Change-4,663 (-13%)
Value$10.3M (-$4.0K)
Filed 2026-10-29
Baker Tilly Wealth Management, LLC
INCREASED
Shares30,768 from 30,407
Change+361 (+1%)
Value$10.2M (+$1.4M)
Filed 2026-10-05
Auctus Advisors LLC
DECREASED
Shares30,744 from 30,856
Change-112 (0%)
Value$10.2M (+$1.3M)
Filed 2026-10-23
JBR Co Financial Management Inc
DECREASED
Shares30,728 from 31,005
Change-277 (-1%)
Value$9.0M (+$74.1K)
Filed 2026-10-13
Eley Financial Management, Inc
DECREASED
Shares30,651 from 30,678
Change-27 (0%)
Value$10.2M (+$1.3M)
Filed 2026-11-03
Retirement Planning Co of New England, Inc.
DECREASED
Shares30,604 from 31,965
Change-1,361 (-4%)
Value$10.2M (+$942.3K)
Filed 2026-10-15
Griffith & Werner, Inc.
INCREASED
Shares30,600 from 30,498
Change+102 (+0%)
Value$10.2M (+$1.4M)
Filed 2026-11-04
Midwest Financial Group LLC
DECREASED
Shares30,530 from 30,543
Change-13 (0%)
Value$10.2M (+$1.3M)
Filed 2026-10-15
Fingerlakes Wealth Management, Inc.
DECREASED
Shares30,514 from 30,658
Change-144 (0%)
Value$10.2M (+$1.3M)
Filed 2026-11-04
Joseph Group Capital Management
INCREASED
Shares30,504 from 29,068
Change+1,436 (+5%)
Value$10.2M (+$1.7M)
Filed 2026-11-04
CWC Advisors, Llc.
INCREASED
Shares30,455 from 25,804
Change+4,651 (+18%)
Value$10.1M (+$2.7M)
Filed 2026-10-15
LifeGoal Investments, LLC
INCREASED
Shares30,440 from 17,236
Change+13,204 (+77%)
Value$10.1M (+$5.1M)
Filed 2026-10-09
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares30,418 from 30,722
Change-304 (-1%)
Value$10.1M (+$1.2M)
Filed 2026-10-14
Signet Investment Advisory Group, Inc.
DECREASED
Shares30,366 from 30,833
Change-467 (-2%)
Value$10.1M (+$1.2M)
Filed 2026-10-30
Alpha Advisors, LLC
DECREASED
Shares30,360 from 30,389
Change-29 (0%)
Value$10.1M (+$1.3M)
Filed 2026-10-19
Tobam
DECREASED
Shares30,343 from 31,116
Change-773 (-2%)
Value$10.1M (+$1.1M)
Filed 2026-11-03
Veracity Capital LLC
INCREASED
Shares30,305 from 29,163
Change+1,142 (+4%)
Value$10.1M (+$1.7M)
Filed 2026-10-08
TMB Capital Partners, LLC
DECREASED
Shares30,298 from 30,444
Change-146 (0%)
Value$10.1M (+$1.3M)
Filed 2026-10-20
Total Investment Management Inc
INCREASED
Shares30,295 from 30,286
Change+9 (+0%)
Value$10.1M (+$733.3K)
Filed 2026-10-22
Fonville Wealth Management LLC
INCREASED
Shares30,290 from 29,247
Change+1,043 (+4%)
Value$10.1M (+$1.6M)
Filed 2026-10-28
Green Ridge Wealth Planning LLC
DECREASED
Shares30,252 from 32,089
Change-1,837 (-6%)
Value$10.1M (+$789.1K)
Filed 2026-10-08
Tennessee Valley Asset Management Partners
DECREASED
Shares30,240 from 30,820
Change-580 (-2%)
Value$10.1M (+$1.2M)
Filed 2026-11-03
RBA Wealth Management, LLC
DECREASED
Shares30,211 from 33,794
Change-3,583 (-11%)
Value$10.1M (+$282.2K)
Filed 2026-10-28
Eulav Asset Management
INCREASED
Shares30,139 from 30,125
Change+14 (+0%)
Value$10.0M (+$1.3M)
Filed 2026-10-23
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares30,074 from 30,774
Change-700 (-2%)
Value$10.0M (+$1.1M)
Filed 2026-10-21
Boit C F David
UNCHANGED
Shares30,002 from 30,002
Change0 (0%)
Value$10.0M (+$1.3M)
Filed 2026-10-29
First County Bank
INCREASED
Shares29,947 from 28,849
Change+1,098 (+4%)
Value$10.0M (+$1.6M)
Filed 2026-10-13
Landaas & Co
DECREASED
Shares29,931 from 30,252
Change-321 (-1%)
Value$10.0M (+$1.2M)
Filed 2026-10-29
Triangle Securities Wealth Management
DECREASED
Shares29,911 from 29,961
Change-50 (0%)
Value$10.0M (+$1.3M)
Filed 2026-10-14
Precedent Wealth Partners, LLC
INCREASED
Shares29,907 from 26,831
Change+3,076 (+11%)
Value$10.0M (+$2.2M)
Filed 2026-10-21
Lodestone Wealth Management LLC
INCREASED
Shares29,876 from 29,783
Change+93 (+0%)
Value$9.9M (+$1.3M)
Filed 2026-10-14
Chapman Investment Management, LLC
NEW
Shares29,836
Change+29,836
Value$9.9M
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED
Shares29,773 from 28,994
Change+779 (+3%)
Value$9.9M (+$1.5M)
Filed 2026-10-29
Asset Planning,Inc
DECREASED
Shares29,716 from 30,667
Change-951 (-3%)
Value$9.9M (+$1.0M)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
INCREASED
Shares29,703 from 29,309
Change+394 (+1%)
Value$9.9M (+$340.0K)
Filed 2026-10-29
Advanced Asset Management Advisors Inc
UNCHANGED
Shares29,702 from 29,702
Change0 (0%)
Value$9.9M (+$1.3M)
Filed 2026-10-20
Vanderbilt University
DECREASED
Shares29,670 from 30,183
Change-513 (-2%)
Value$9.9M (+$1.1M)
Filed 2026-11-02
Stableford Capital II LLC
DECREASED
Shares29,662 from 30,238
Change-576 (-2%)
Value$9.9M (+$1.1M)
Filed 2026-10-09
Home Federal Bank of Tennessee
DECREASED
Shares29,637 from 29,673
Change-36 (0%)
Value$9.9M (+$1.3M)
Filed 2026-10-15
Investment Research Partners LLC
INCREASED
Shares29,618 from 29,399
Change+219 (+1%)
Value$9.9M (+$1.4M)
Filed 2026-10-19
Altus Wealth Group LLC
DECREASED
Shares29,610 from 33,599
Change-3,989 (-12%)
Value$9.9M (+$138.6K)
Filed 2026-10-20
Aspire Private Capital, LLC
DECREASED
Shares29,591 from 32,616
Change-3,025 (-9%)
Value$9.9M (+$416.8K)
Filed 2026-11-05
Kentucky Trust Co
DECREASED
Shares29,577 from 30,375
Change-798 (-3%)
Value$9.8M (+$1.1M)
Filed 2026-10-15
Archer Investment Corp
INCREASED
Shares29,568 from 28,826
Change+742 (+3%)
Value$9.8M (+$1.5M)
Filed 2026-11-05
Tiller Private Wealth, Inc.
DECREASED
Shares29,568 from 29,698
Change-130 (0%)
Value$9.8M (+$1.3M)
Filed 2026-10-26
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares29,537 from 29,488
Change+49 (+0%)
Value$9.8M (+$1.3M)
Filed 2026-10-28
Wagner Wealth Management, LLC
INCREASED
Shares29,468 from 29,260
Change+208 (+1%)
Value$9.8M (+$1.3M)
Filed 2026-10-21
Summit Place Financial Advisors, LLC
DECREASED
Shares29,329 from 33,394
Change-4,065 (-12%)
Value$9.8M (+$104.4K)
Filed 2026-10-23
Advisors Management Group Inc
DECREASED
Shares29,328 from 29,921
Change-593 (-2%)
Value$9.8M (+$1.1M)
Filed 2026-11-05
Smith Shellnut Wilson LLC
DECREASED
Shares29,311 from 30,331
Change-1,020 (-3%)
Value$9.8M (+$984.6K)
Filed 2026-10-21
PCA Investment Advisory Services Inc.
INCREASED
Shares29,303 from 28,754
Change+549 (+2%)
Value$9.8M (+$1.4M)
Filed 2026-10-13
Palacios Wealth Management, LLC
INCREASED
Shares29,296 from 29,237
Change+59 (+0%)
Value$9.8M (+$1.3M)
Filed 2026-11-04
Leslie Global Wealth, LLC
DECREASED
Shares29,249 from 29,436
Change-187 (-1%)
Value$9.7M (+$1.2M)
Filed 2026-10-26
Cornerstone Planning Group LLC
INCREASED
Shares29,243 from 29,132
Change+111 (+0%)
Value$9.8M (+$350.5K)
Filed 2026-10-16
Arnhold LLC
DECREASED
Shares29,222 from 29,382
Change-160 (-1%)
Value$9.7M (+$1.2M)
Filed 2026-10-26
Kingstone Capital Partners Texas, LLC
DECREASED
Shares29,217 from 29,688
Change-471 (-2%)
Value$9.7M (+$1.1M)
Filed 2026-11-03
Discipline Wealth Solutions, LLC
INCREASED
Shares29,179 from 29,162
Change+17 (+0%)
Value$9.7M (+$1.3M)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED
Shares29,154 from 28,564
Change+590 (+2%)
Value$9.7M (+$1.4M)
Filed 2026-10-27
Mayfair Advisory Group, LLC
DECREASED
Shares29,151 from 29,187
Change-36 (0%)
Value$9.7M (-$11.9K)
Filed 2026-10-20
Elco Management Co., LLC
DECREASED
Shares29,150 from 29,428
Change-278 (-1%)
Value$9.7M (+$1.2M)
Filed 2026-10-14
Tortuga Wealth Management, Inc
INCREASED
Shares29,126 from 28,653
Change+473 (+2%)
Value$9.7M (+$1.4M)
Filed 2026-10-27
Barrett & Company, Inc.
DECREASED
Shares29,049 from 31,718
Change-2,669 (-8%)
Value$9.7M (+$495.9K)
Filed 2026-10-22
Gallagher Capital Advisors, LLC
INCREASED
Shares29,046 from 28,673
Change+373 (+1%)
Value$9.7M (+$1.4M)
Filed 2026-10-09
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares29,006 from 28,973
Change+33 (+0%)
Value$9.7M (+$1.3M)
Filed 2026-11-02
Bluedoor Private Wealth, LLC
DECREASED
Shares28,953 from 29,332
Change-379 (-1%)
Value$9.6M (+$1.2M)
Filed 2026-11-05
Uptick Partners, LLC
INCREASED
Shares28,951 from 28,148
Change+803 (+3%)
Value$9.6M (+$1.5M)
Filed 2026-11-04
Pacific Center for Financial Services
DECREASED
Shares28,922 from 32,078
Change-3,156 (-10%)
Value$9.6M (+$349.6K)
Filed 2026-10-15
Cairn Investment Group, Inc.
DECREASED
Shares28,885 from 29,235
Change-350 (-1%)
Value$9.6M (+$1.2M)
Filed 2026-11-04
Byrne Asset Management LLC
INCREASED
Shares28,803 from 28,225
Change+578 (+2%)
Value$9.5M (+$1.3M)
Filed 2026-10-06
Verum Partners LLC
DECREASED
Shares28,797 from 29,231
Change-434 (-1%)
Value$9.6M (+$1.1M)
Filed 2026-10-21
Pinkerton Wealth, LLC
INCREASED
Shares28,777 from 28,040
Change+737 (+3%)
Value$9.6M (+$2.5M)
Filed 2026-10-29
Vision Financial Markets LLC
DECREASED
Shares28,768 from 29,342
Change-574 (-2%)
Value$9.5M (+$990.8K)
Filed 2026-10-22
Etesian Wealth Advisors, Inc.
DECREASED
Shares28,754 from 28,992
Change-238 (-1%)
Value$9.6M (+$1.2M)
Filed 2026-10-27
BOS Asset Management, LLC
DECREASED
Shares28,736 from 29,213
Change-477 (-2%)
Value$9.6M (+$1.1M)
Filed 2026-10-09
Cahaba Wealth Management, Inc.
INCREASED
Shares28,722 from 27,142
Change+1,580 (+6%)
Value$9.6M (+$1.7M)
Filed 2026-10-26
Hidden Cove Wealth Management, LLC
INCREASED
Shares28,712 from 28,281
Change+431 (+2%)
Value$9.6M (+$1.4M)
Filed 2026-10-19
Petros Family Wealth, LLC
INCREASED
Shares28,691 from 27,263
Change+1,428 (+5%)
Value$9.6M (+$1.7M)
Filed 2026-10-28
Worth Financial Advisory Group, LLC
INCREASED
Shares28,668 from 28,583
Change+85 (+0%)
Value$9.5M (+$1.3M)
Filed 2026-10-19
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares28,630 from 9,577
Change+19,053 (+199%)
Value$9.5M (+$6.8M)
Filed 2026-10-14
Richardson Financial Services Inc.
INCREASED
Shares28,622 from 28,340
Change+282 (+1%)
Value$9.5M (+$1.3M)
Filed 2026-10-30
Redwood Family Wealth LLC
INCREASED
Shares28,552 from 28,415
Change+137 (+0%)
Value$9.5M (+$1.3M)
Filed 2026-10-20
Greenup Street Wealth Management LLC
DECREASED
Shares28,465 from 37,899
Change-9,434 (-25%)
Value$9.5M (-$1.5M)
Filed 2026-10-28
Integrity Wealth Partners, LLC
NEW
Shares28,443
Change+28,443
Value$9.5M
Filed 2026-10-14
Townsend Asset Management Corp
DECREASED
Shares28,375 from 28,415
Change-40 (0%)
Value$9.4M (+$1.2M)
Filed 2026-10-29
55 North Private Wealth, LLC
INCREASED
Shares28,347 from 26,148
Change+2,199 (+8%)
Value$9.4M (+$1.9M)
Filed 2026-10-20
LifeSteps Financial, Inc.
DECREASED
Shares28,328 from 28,528
Change-200 (-1%)
Value$9.4M (+$1.2M)
Filed 2026-10-15
Trust Co
DECREASED
Shares28,277 from 28,739
Change-462 (-2%)
Value$9.4M (+$1.1M)
Filed 2026-10-09
RW Investment Management LLC
INCREASED
Shares28,254 from 25,662
Change+2,592 (+10%)
Value$9.4M (+$2.0M)
Filed 2026-11-03
WT Wealth Management
DECREASED
Shares28,246 from 31,660
Change-3,414 (-11%)
Value$9.4M (+$245.4K)
Filed 2026-10-13
Peck Wealth Management, LLC
DECREASED
Shares28,232 from 28,532
Change-300 (-1%)
Value$9.4M (+$1.1M)
Filed 2026-10-29
Alliance Wealth Management Group
INCREASED
Shares28,171 from 27,914
Change+257 (+1%)
Value$9.4M (+$1.3M)
Filed 2026-10-29
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares28,113 from 29,112
Change-999 (-3%)
Value$9.4M (+$938.5K)
Filed 2026-10-13
Traveka Wealth, LLC
INCREASED
Shares28,016 from 25,740
Change+2,276 (+9%)
Value$9.3M (+$1.9M)
Filed 2026-10-19
Warwick Investment Management, Inc.
DECREASED
Shares28,013 from 28,893
Change-880 (-3%)
Value$9.3M (+$968.4K)
Filed 2026-10-19
Elevation Wealth Partners, LLC
DECREASED
Shares28,012 from 28,069
Change-57 (0%)
Value$9.3M (+$1.2M)
Filed 2026-10-07
Cresta Advisors, Ltd.
DECREASED
Shares27,972 from 33,706
Change-5,734 (-17%)
Value$9.3M (-$438.0K)
Filed 2026-10-14
Strata Wealth Advisors, LLC
INCREASED
Shares27,958 from 22,447
Change+5,511 (+25%)
Value$9.3M (+$2.8M)
Filed 2026-10-16
Heritage Wealth Management, Inc.
INCREASED
Shares27,955 from 27,352
Change+603 (+2%)
Value$9.3M (+$1.4M)
Filed 2026-10-27
Crew Capital Management, Ltd
DECREASED
Shares27,952 from 28,164
Change-212 (-1%)
Value$9.3M (+$1.2M)
Filed 2026-10-28
Long Road Investment Counsel, LLC
DECREASED
Shares27,951 from 29,100
Change-1,149 (-4%)
Value$9.3M (+$887.9K)
Filed 2026-11-04
Accel Wealth Management
DECREASED
Shares27,861 from 27,875
Change-14 (0%)
Value$9.3M (+$1.2M)
Filed 2026-10-13
Hixon Zuercher, LLC
DECREASED
Shares27,840 from 28,191
Change-351 (-1%)
Value$9.3M (+$1.1M)
Filed 2026-10-13
Great Diamond Partners, LLC
INCREASED
Shares27,826 from 27,652
Change+174 (+1%)
Value$9.3M (+$1.3M)
Filed 2026-10-13
MBM Wealth Consultants, LLC
INCREASED
Shares27,788 from 26,078
Change+1,710 (+7%)
Value$9.3M (+$1.7M)
Filed 2026-10-20
Firethorn Wealth Partners, LLC
DECREASED
Shares27,784 from 29,767
Change-1,983 (-7%)
Value$9.3M (+$639.3K)
Filed 2026-10-14
Curran Financial Partners, LLC
DECREASED
Shares27,784 from 27,833
Change-49 (0%)
Value$9.3M (+$1.2M)
Filed 2026-11-04
Financial Management Professionals, Inc.
DECREASED
Shares27,713 from 28,077
Change-364 (-1%)
Value$9.2M (+$1.1M)
Filed 2026-10-23
SFI Advisors, LLC
UNCHANGED
Shares27,712 from 27,712
Change0 (0%)
Value$9.2M (+$1.2M)
Filed 2026-10-30
ICW Investment Advisors LLC
DECREASED
Shares27,702 from 28,013
Change-311 (-1%)
Value$9.2M (+$1.1M)
Filed 2026-10-27
Sather Financial Group Inc
INCREASED
Shares27,698 from 27,656
Change+42 (+0%)
Value$9.2M (+$1.2M)
Filed 2026-10-30
Anchor Capital Advisors LLC
DECREASED
Shares27,670 from 27,959
Change-289 (-1%)
Value$9.2M (+$1.1M)
Filed 2026-11-05
Cypress Point Wealth Management, LLC
INCREASED
Shares27,608 from 26,698
Change+910 (+3%)
Value$9.2M (+$1.5M)
Filed 2026-11-03
Western Pacific Wealth Management, LP
DECREASED
Shares27,553 from 28,603
Change-1,050 (-4%)
Value$9.2M (+$899.2K)
Filed 2026-10-16
StoryOne LLC
INCREASED
Shares27,534 from 20,930
Change+6,604 (+32%)
Value$9.2M (+$3.1M)
Filed 2026-10-13
Dixon Fnancial Services, Inc.
DECREASED
Shares27,527 from 27,805
Change-278 (-1%)
Value$9.2M (+$1.1M)
Filed 2026-10-23
Hoxton Planning & Management, LLC
INCREASED
Shares27,501 from 27,405
Change+96 (+0%)
Value$9.2M (+$1.2M)
Filed 2026-10-15
Berkshire Money Management, Inc.
INCREASED
Shares27,498 from 27,427
Change+71 (+0%)
Value$9.2M (+$1.2M)
Filed 2026-10-21
Syntax Research, Inc.
DECREASED
Shares27,496 from 28,793
Change-1,297 (-4%)
Value$9.2M (+$825.2K)
Filed 2026-11-04
Lynx Investment Advisory
DECREASED
Shares27,410 from 33,310
Change-5,900 (-18%)
Value$9.1M (-$510.6K)
Filed 2026-10-27
Iams Wealth Management, LLC
INCREASED
Shares27,377 from 19,121
Change+8,256 (+43%)
Value$9.1M (+$3.6M)
Filed 2026-10-15
Brady Martz Wealth Solutions, LLC
INCREASED
Shares27,345 from 24,283
Change+3,062 (+13%)
Value$9.1M (+$2.1M)
Filed 2026-11-05
Goldstein Advisors, LLC
INCREASED
Shares27,342 from 27,333
Change+9 (+0%)
Value$9.1M (+$1.2M)
Filed 2026-10-15
Baxter Bros Inc
INCREASED
Shares27,294 from 27,072
Change+222 (+1%)
Value$9.1M (+$1.3M)
Filed 2026-11-04
Marest Capital, LLC
INCREASED
Shares27,279 from 27,270
Change+9 (+0%)
Value$9.1M (+$1.2M)
Filed 2026-10-23
Windsor Capital Management, LLC
INCREASED
Shares27,219 from 26,511
Change+708 (+3%)
Value$9.1M (+$1.4M)
Filed 2026-10-13
Clark Financial Services Group Inc
INCREASED
Shares27,189 from 26,900
Change+289 (+1%)
Value$9.1M (+$1.3M)
Filed 2026-10-19
Cascade Investment Group, Inc.
DECREASED
Shares27,162 from 27,469
Change-307 (-1%)
Value$9.0M (+$1.1M)
Filed 2026-10-13
Eos Management, L.P.
UNCHANGED
Shares27,142 from 27,142
Change0 (0%)
Value$9.0M (+$1.2M)
Filed 2026-10-27
Crumly & Associates Inc.
INCREASED
Shares27,129 from 25,444
Change+1,685 (+7%)
Value$9.0M (+$1.7M)
Filed 2026-10-07
Quaker Wealth Management, LLC
INCREASED
Shares27,100 from 27,074
Change+26 (+0%)
Value$9.0M (+$1.2M)
Filed 2026-10-22
OmniStar Financial Group, Inc.
INCREASED
Shares27,059 from 25,807
Change+1,252 (+5%)
Value$9.0M (+$1.5M)
Filed 2026-10-26
KFG Wealth Management, LLC
DECREASED
Shares27,002 from 28,267
Change-1,265 (-4%)
Value$9.0M (+$812.8K)
Filed 2026-10-16
Bell Asset Management Ltd
DECREASED
Shares26,952 from 42,299
Change-15,347 (-36%)
Value$9.0M (-$3.3M)
Filed 2026-10-08
Willow Creek Capital Management, Inc.
UNCHANGED
Shares26,946 from 26,946
Change0 (0%)
Value$7.8M ($0)
Filed 2026-10-16
Goldenstone Wealth Management LLC
DECREASED
Shares26,941 from 27,052
Change-111 (0%)
Value$9.0M (+$1.1M)
Filed 2026-11-04
Midway Capital Research & Management
INCREASED
Shares26,933 from 26,025
Change+908 (+3%)
Value$9.0M (+$1.4M)
Filed 2026-10-20
Exchange Bank
DECREASED
Shares26,901 from 28,198
Change-1,297 (-5%)
Value$9.0M (+$799.2K)
Filed 2026-10-07
Birch Financial Group, LLC
INCREASED
Shares26,794 from 25,578
Change+1,216 (+5%)
Value$8.9M (+$1.5M)
Filed 2026-10-27
Stillwater Wealth Management Group
INCREASED
Shares26,779 from 26,419
Change+360 (+1%)
Value$8.9M (+$1.3M)
Filed 2026-10-21
One Degree Advisors Inc
DECREASED
Shares26,751 from 30,140
Change-3,389 (-11%)
Value$8.9M (+$8.9M)
Filed 2026-11-06
Stevens Capital Partners
INCREASED
Shares26,742 from 23,940
Change+2,802 (+12%)
Value$8.9M (+$2.0M)
Filed 2026-10-29
Detalus Advisors, LLC
INCREASED
Shares26,672 from 26,657
Change+15 (+0%)
Value$8.9M (+$1.2M)
Filed 2026-10-15
Elevation Wealth Management LLC
INCREASED
Shares26,669 from 20,029
Change+6,640 (+33%)
Value$8.9M (+$3.1M)
Filed 2026-11-02
Fortem Financial Group, LLC
DECREASED
Shares26,648 from 27,062
Change-414 (-2%)
Value$8.9M (+$1.0M)
Filed 2026-10-20
Arvest Investments, Inc.
DECREASED
Shares26,632 from 26,917
Change-285 (-1%)
Value$8.9M (+$1.1M)
Filed 2026-10-21
W.H. Cornerstone Investments Inc.
INCREASED
Shares26,624 from 26,318
Change+306 (+1%)
Value$8.9M (+$1.3M)
Filed 2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares26,618 from 28,144
Change-1,526 (-5%)
Value$8.9M (+$720.8K)
Filed 2026-10-15
Wincap Financial LLC
INCREASED
Shares26,609 from 25,567
Change+1,042 (+4%)
Value$8.9M (+$1.5M)
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED
Shares26,558 from 25,540
Change+1,018 (+4%)
Value$8.8M (+$1.5M)
Filed 2026-10-21
Creative Capital Management Investments LLC
INCREASED
Shares26,556 from 25,874
Change+682 (+3%)
Value$8.8M (+$1.4M)
Filed 2026-10-28
BigSur Wealth Management LLC
UNCHANGED
Shares26,516 from 26,516
Change0 (0%)
Value$8.8M (+$1.2M)
Filed 2026-10-13
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares26,476 from 28,025
Change-1,549 (-6%)
Value$8.8M (+$707.7K)
Filed 2026-10-14
Plan Group Financial, LLC
INCREASED
Shares26,460 from 26,338
Change+122 (+0%)
Value$9.0M (+$1.4M)
Filed 2026-10-22
Milestone Asset Management Group, LLC
INCREASED
Shares26,453 from 22,345
Change+4,108 (+18%)
Value$8.8M (+$2.3M)
Filed 2026-10-20
Farrow Financial, Inc.
DECREASED
Shares26,424 from 26,514
Change-90 (0%)
Value$8.8M (+$1.1M)
Filed 2026-10-30
Doliver Advisors, LP
DECREASED
Shares26,343 from 26,855
Change-512 (-2%)
Value$8.8M (+$1.0M)
Filed 2026-10-01
APS Management Group, Inc.
DECREASED
Shares26,342 from 26,843
Change-501 (-2%)
Value$8.8M (+$1.0M)
Filed 2026-10-14
Spectrum Strategic Capital Management, LLC
INCREASED
Shares26,305 from 26,178
Change+127 (+0%)
Value$8.8M (+$1.2M)
Filed 2026-10-22
Old North State Wealth Management, LLC
DECREASED
Shares26,274 from 32,267
Change-5,993 (-19%)
Value$8.8M (-$583.2K)
Filed 2026-10-22
M. Kraus & Co
DECREASED
Shares26,244 from 27,169
Change-925 (-3%)
Value$8.7M (+$878.1K)
Filed 2026-10-20
Virtue Asset Management LLC
INCREASED
Shares26,241 from 26,211
Change+30 (+0%)
Value$8.7M (+$1.2M)
Filed 2026-10-21
Deltec Asset Management LLC
DECREASED
Shares26,237 from 26,337
Change-100 (0%)
Value$8.7M (+$1.1M)
Filed 2026-10-26
AA Financial Advisors, LLC
INCREASED
Shares26,175 from 24,349
Change+1,826 (+8%)
Value$8.7M (+$1.7M)
Filed 2026-10-19
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares26,163
Change+26,163
Value$8.7M
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares26,163 from 27,103
Change-940 (-3%)
Value$8.7M (+$870.3K)
Filed 2026-10-20
Encompass More Asset Management
INCREASED
Shares26,113 from 24,064
Change+2,049 (+9%)
Value$8.7M (+$1.7M)
Filed 2026-10-16
Wealth Analytics Partners, LLC
DECREASED
Shares26,103 from 26,773
Change-670 (-2%)
Value$8.7M (+$263.1K)
Filed 2026-10-19
Bigelow Investment Advisors, LLC
DECREASED
Shares26,087 from 26,409
Change-322 (-1%)
Value$8.7M (+$1.0M)
Filed 2026-10-13
Madison Park Capital Advisors, LLC
INCREASED
Shares26,050 from 19,397
Change+6,653 (+34%)
Value$8.7M (+$1.4M)
Filed 2026-10-28
WD Rutherford LLC
DECREASED
Shares26,008 from 28,184
Change-2,176 (-8%)
Value$8.7M (+$505.9K)
Filed 2026-10-26
Kendall Capital Management
INCREASED
Shares26,004 from 25,526
Change+478 (+2%)
Value$8.7M (+$1.3M)
Filed 2026-10-23
Elser Financial Planning, Inc
INCREASED
Shares26,004 from 25,735
Change+269 (+1%)
Value$8.7M (+$1.2M)
Filed 2026-10-16
Flavin Financial Services, Inc.
DECREASED
Shares25,999 from 26,632
Change-633 (-2%)
Value$8.7M (+$952.1K)
Filed 2026-10-21
Hourglass Capital, LLC
DECREASED
Shares25,972 from 26,117
Change-145 (-1%)
Value$8.6M (+$1.1M)
Filed 2026-10-26
Directional Asset Management
DECREASED
Shares25,935 from 25,943
Change-8 (0%)
Value$8.6M (+$1.1M)
Filed 2026-10-22
Cranbrook Wealth Management, LLC
DECREASED
Shares25,930 from 26,714
Change-784 (-3%)
Value$8.6M (+$905.4K)
Filed 2026-10-28
Reap Financial Group, LLC
DECREASED
Shares25,919 from 25,950
Change-31 (0%)
Value$8.6M (+$1.1M)
Filed 2026-11-02
Tactive Advisors, LLC
DECREASED
Shares25,912 from 26,560
Change-648 (-2%)
Value$8.6M (+$939.2K)
Filed 2026-10-08
Kampmann Melissa S.
INCREASED
Shares25,837 from 25,685
Change+152 (+1%)
Value$8.6M (+$1.2M)
Filed 2026-10-28
ShoreHaven Wealth Partners, LLC
INCREASED
Shares25,827 from 25,650
Change+177 (+1%)
Value$8.6M (+$1.2M)
Filed 2026-10-16
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares25,822 from 26,386
Change-564 (-2%)
Value$8.6M (+$964.1K)
Filed 2026-10-06
Caliber Wealth Management, LLC / KS
DECREASED
Shares25,799 from 26,719
Change-920 (-3%)
Value$8.6M (+$860.2K)
Filed 2026-11-04
SBK Financial, Inc.
DECREASED
Shares25,773 from 26,581
Change-808 (-3%)
Value$8.6M (+$891.4K)
Filed 2026-11-02
Wealth Intelligence, LLC
DECREASED
Shares25,719 from 26,291
Change-572 (-2%)
Value$8.6M (+$957.4K)
Filed 2026-10-16
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares25,715 from 26,882
Change-1,167 (-4%)
Value$8.6M (+$785.1K)
Filed 2026-10-20
Uncommon Cents Investing Inc
INCREASED
Shares25,679 from 25,306
Change+373 (+1%)
Value$8.6M (+$1.2M)
Filed 2026-10-20
Adamsbrown Wealth Consultants LLC
INCREASED
Shares25,674 from 25,255
Change+419 (+2%)
Value$8.6M (+$1.2M)
Filed 2026-10-20
Peak Financial Management, Inc.
DECREASED
Shares25,632 from 25,872
Change-240 (-1%)
Value$8.5M (+$1.0M)
Filed 2026-10-16
Cypress Capital, LLC
DECREASED
Shares25,599 from 28,891
Change-3,292 (-11%)
Value$8.5M (+$165.1K)
Filed 2026-10-20
Andrew Hill Investment Advisors, Inc.
INCREASED
Shares25,586 from 16,137
Change+9,449 (+59%)
Value$8.5M (+$3.9M)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
INCREASED
Shares25,575 from 25,124
Change+451 (+2%)
Value$8.5M (+$1.2M)
Filed 2026-11-03
Cutler Investment Counsel LLC
INCREASED
Shares25,560 from 24,075
Change+1,485 (+6%)
Value$8.5M (+$1.5M)
Filed 2026-10-28
Tounjian Advisory Partners, LLC
DECREASED
Shares25,508 from 29,546
Change-4,038 (-14%)
Value$8.5M (-$54.6K)
Filed 2026-11-04
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares25,484 from 25,528
Change-44 (0%)
Value$8.5M (+$1.1M)
Filed 2026-10-15
DWR Wealth Management, LLC
DECREASED
Shares25,457 from 27,403
Change-1,946 (-7%)
Value$8.4M (+$665.0K)
Filed 2026-10-13
Spartan Planning & Wealth Management
DECREASED
Shares25,406 from 30,802
Change-5,396 (-18%)
Value$8.5M (-$452.4K)
Filed 2026-10-13
Boyd Watterson Asset Management LLC
DECREASED
Shares25,397 from 25,491
Change-94 (0%)
Value$8.5M (+$1.1M)
Filed 2026-11-06
InTrack Investment Management Inc
INCREASED
Shares25,374 from 25,310
Change+64 (+0%)
Value$8.5M (+$1.1M)
Filed 2026-10-15
Lionshead Wealth Management, LLC
INCREASED
Shares25,284 from 25,169
Change+115 (+0%)
Value$8.4M (+$1.1M)
Filed 2026-10-21
Magnolia Capital Management LTD
DECREASED
Shares25,258 from 25,578
Change-320 (-1%)
Value$8.4M (+$1.0M)
Filed 2026-10-09
American State Bank (Iowa)
DECREASED
Shares25,251 from 25,381
Change-130 (-1%)
Value$8.4M (+$1.1M)
Filed 2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares25,247 from 23,984
Change+1,263 (+5%)
Value$8.4M (+$1.5M)
Filed 2026-10-13
True Freedom Investing, LLC
INCREASED
Shares25,165 from 24,299
Change+866 (+4%)
Value$8.4M (+$2.2M)
Filed 2026-10-29
Tsfg, LLC
DECREASED
Shares25,068 from 57,819
Change-32,751 (-57%)
Value$8.3M (-$8.4M)
Filed 2026-10-23
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares25,021 from 25,252
Change-231 (-1%)
Value$8.3M (+$1.0M)
Filed 2026-10-09
Five Oceans Advisors
DECREASED
Shares25,018 from 28,762
Change-3,744 (-13%)
Value$8.3M (+$8.8K)
Filed 2026-10-22
Fruth Investment Management
INCREASED
Shares24,936 from 23,416
Change+1,520 (+6%)
Value$8.3M (+$1.5M)
Filed 2026-10-13
Nkcfo LLC
UNCHANGED
Shares24,925 from 24,925
Change0 (0%)
Value$8.3M (+$1.1M)
Filed 2026-11-04
Riverbend Wealth Management, LLC
INCREASED
Shares24,906 from 24,820
Change+86 (+0%)
Value$8.3M (+$1.1M)
Filed 2026-10-15
HRC Wealth Management, LLC
INCREASED
Shares24,902 from 23,694
Change+1,208 (+5%)
Value$8.3M (+$1.4M)
Filed 2026-10-16
Yankcom Partnership
DECREASED
Shares24,879 from 25,859
Change-980 (-4%)
Value$8.3M (+$802.6K)
Filed 2026-10-15
Legacies Wealth LLC
UNCHANGED
Shares24,866 from 24,866
Change0 (0%)
Value$8.3M (+$1.1M)
Filed 2026-11-02
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares24,843 from 25,200
Change-357 (-1%)
Value$8.3M (+$981.4K)
Filed 2026-10-09
Heritage Family Offices, LLP
INCREASED
Shares24,826 from 24,145
Change+681 (+3%)
Value$8.3M (+$1.3M)
Filed 2026-11-02
Fulcrum Wealth Advisors, LLC
DECREASED
Shares24,804 from 25,019
Change-215 (-1%)
Value$8.3M (+$1.0M)
Filed 2026-10-16
BXM Wealth LLC
DECREASED
Shares24,784 from 24,799
Change-15 (0%)
Value$8.3M (+$1.1M)
Filed 2026-11-03
Bradyco, Inc.
DECREASED
Shares24,722 from 25,429
Change-707 (-3%)
Value$8.2M (+$874.8K)
Filed 2026-11-03
Park Capital Management, LLC / WI
INCREASED
Shares24,711 from 23,837
Change+874 (+4%)
Value$8.2M (+$1.3M)
Filed 2026-10-13
Correct Capital Wealth Management
DECREASED
Shares24,688 from 24,836
Change-148 (-1%)
Value$8.2M (+$1.0M)
Filed 2026-11-02
Friday Financial
INCREASED
Shares24,653 from 20,403
Change+4,250 (+21%)
Value$8.1M (+$1.8M)
Filed 2026-10-09
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares24,649 from 16,683
Change+7,966 (+48%)
Value$8.2M (+$3.4M)
Filed 2026-10-16
Chapman Financial Group, LLC
DECREASED
Shares24,644 from 25,241
Change-597 (-2%)
Value$8.2M (+$903.2K)
Filed 2026-10-26
Nova R Wealth, Inc.
DECREASED
Shares24,623 from 25,007
Change-384 (-2%)
Value$8.2M (+$963.8K)
Filed 2026-10-26
Family Capital Management, Inc.
INCREASED
Shares24,590 from 22,321
Change+2,269 (+10%)
Value$8.2M (+$1.7M)
Filed 2026-11-03
Barton Investment Management
DECREASED
Shares24,532 from 24,862
Change-330 (-1%)
Value$8.2M (+$975.6K)
Filed 2026-10-27
Morangie Management LLC
DECREASED
Shares24,517 from 24,534
Change-17 (0%)
Value$8.2M (+$1.1M)
Filed 2026-10-15
StoneRidge PMG Advisors, LLC
NEW
Shares24,410
Change+24,410
Value$8.1M
Filed 2026-11-04
Sunburst Financial Group, LLC
DECREASED
Shares24,368 from 24,893
Change-525 (-2%)
Value$8.1M (+$912.0K)
Filed 2026-10-09
Provident Trust Co
DECREASED
Shares24,351 from 29,951
Change-5,600 (-19%)
Value$8.1M (-$557.3K)
Filed 2026-10-29
Beam Wealth Advisors, Inc.
INCREASED
Shares24,333 from 24,156
Change+177 (+1%)
Value$8.1M (+$1.1M)
Filed 2026-11-03
Pathway Financial Advisers, LLC
DECREASED
Shares24,320 from 24,661
Change-341 (-1%)
Value$8.1M (+$963.1K)
Filed 2026-10-27
Demars Financial Group, LLC
DECREASED
Shares24,310 from 24,556
Change-246 (-1%)
Value$8.1M (+$990.3K)
Filed 2026-10-22
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares24,264 from 16,713
Change+7,551 (+45%)
Value$8.1M (+$3.2M)
Filed 2026-10-22
Nautilus Advisors LLC
DECREASED
Shares24,239 from 26,627
Change-2,388 (-9%)
Value$8.1M (-$324.0K)
Filed 2026-10-07
Total Clarity Wealth Management, Inc.
DECREASED
Shares24,232 from 24,480
Change-248 (-1%)
Value$8.1M (+$986.2K)
Filed 2026-10-26
Kessler Investment Group, LLC
DECREASED
Shares24,203 from 25,183
Change-980 (-4%)
Value$8.1M (+$773.1K)
Filed 2026-10-08
Tableaux LLC
INCREASED
Shares24,185 from 22,853
Change+1,332 (+6%)
Value$8.1M (+$1.4M)
Filed 2026-10-23
Transcendent Capital Group LLC
DECREASED
Shares24,153 from 27,255
Change-3,102 (-11%)
Value$8.0M (+$157.1K)
Filed 2026-10-28
Castleview Partners, LLC
INCREASED
Shares24,119 from 23,991
Change+128 (+1%)
Value$8.0M (+$1.1M)
Filed 2026-10-09
Luts & Greenleigh Group, Inc.
INCREASED
Shares24,090 from 23,566
Change+524 (+2%)
Value$8.0M (+$1.2M)
Filed 2026-11-05
Gerald Baker Financial Group LLC
INCREASED
Shares24,078 from 24,051
Change+27 (+0%)
Value$8.0M (+$1.1M)
Filed 2026-10-09
Advisory Resource Group
DECREASED
Shares24,069 from 24,795
Change-726 (-3%)
Value$8.0M (+$840.8K)
Filed 2026-10-26
Gilman Hill Asset Management, LLC
DECREASED
Shares24,041 from 26,167
Change-2,126 (-8%)
Value$8.0M (+$434.6K)
Filed 2026-10-13
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares23,988 from 23,991
Change-3 (0%)
Value$8.0M (+$1.0M)
Filed 2026-10-27
Vann Equity Management LLC
DECREASED
Shares23,961 from 26,236
Change-2,275 (-9%)
Value$8.0M (+$387.9K)
Filed 2026-10-08
Thayer Partners, LLC / MA
DECREASED
Shares23,940 from 24,044
Change-104 (0%)
Value$8.0M (+$1.0M)
Filed 2026-11-06
Evergreen Private Wealth LLC
DECREASED
Shares23,915 from 24,424
Change-509 (-2%)
Value$8.0M (+$896.6K)
Filed 2026-10-30
Sendero Wealth Management, LLC
INCREASED
Shares23,891 from 23,493
Change+398 (+2%)
Value$8.0M (+$1.2M)
Filed 2026-10-14
Lexington Hill Partners, LLC
INCREASED
Shares23,879 from 22,710
Change+1,169 (+5%)
Value$8.0M (+$1.4M)
Filed 2026-10-13
Austin Asset Management Co Inc
DECREASED
Shares23,852 from 24,868
Change-1,016 (-4%)
Value$7.9M (+$747.5K)
Filed 2026-10-29
Davis Investment Partners, LLC
INCREASED
Shares23,796 from 23,589
Change+207 (+1%)
Value$7.9M (+$1.1M)
Filed 2026-11-05
Brucke Financial, Inc.
INCREASED
Shares23,743 from 22,544
Change+1,199 (+5%)
Value$7.9M (+$1.4M)
Filed 2026-10-23
Boomfish Wealth Group, LLC
DECREASED
Shares23,720 from 25,493
Change-1,773 (-7%)
Value$7.9M (+$522.6K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares23,712 from 18,613
Change+5,099 (+27%)
Value$7.9M (+$2.5M)
Filed 2026-10-14
LVZ, Inc.
INCREASED
Shares23,687 from 23,474
Change+213 (+1%)
Value$7.9M (+$1.1M)
Filed 2026-10-20
Connecticut Capital Management Group, LLC
INCREASED
Shares23,666 from 23,506
Change+160 (+1%)
Value$7.9M (+$1.1M)
Filed 2026-10-29
ACT Wealth Management, LLC
DECREASED
Shares23,586 from 23,801
Change-215 (-1%)
Value$7.9M (+$967.6K)
Filed 2026-10-09
Fairscale Capital, LLC
INCREASED
Shares23,563 from 23,398
Change+165 (+1%)
Value$8.1M (+$1.3M)
Filed 2026-11-04
WMG Financial Advisors, LLC
UNCHANGED
Shares23,547 from 23,547
Change0 (0%)
Value$6.8M ($0)
Filed 2026-10-28
PUREfi Wealth, LLC
INCREASED
Shares23,542 from 20,757
Change+2,785 (+13%)
Value$7.8M (+$1.8M)
Filed 2026-10-19
AGH Wealth Advisors, LLC
DECREASED
Shares23,515 from 24,177
Change-662 (-3%)
Value$7.8M (+$835.1K)
Filed 2026-10-26
Tarbox Family Office, Inc.
INCREASED
Shares23,477 from 22,846
Change+631 (+3%)
Value$7.8M (+$1.2M)
Filed 2026-10-23
B.A. Schrock Wealth Management, Inc.
NEW
Shares23,448
Change+23,448
Value$7.7M
Filed 2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares23,412 from 22,873
Change+539 (+2%)
Value$7.8M (+$1.2M)
Filed 2026-10-28
Asset Advisors Investment Management, LLC
INCREASED
Shares23,402 from 22,899
Change+503 (+2%)
Value$7.8M (+$1.2M)
Filed 2026-10-19
Waterway Wealth Management, LLC
INCREASED
Shares23,393 from 22,734
Change+659 (+3%)
Value$7.8M (+$1.2M)
Filed 2026-10-28
Southern Capital Services Inc
UNCHANGED
Shares23,388 from 23,388
Change0 (0%)
Value$7.8M (+$1.0M)
Filed 2026-10-19
Legacy Financial Independent Advisors LLC
DECREASED
Shares23,316 from 25,238
Change-1,922 (-8%)
Value$7.8M (+$461.8K)
Filed 2026-11-02
Kwmg, LLC
INCREASED
Shares23,285 from 22,796
Change+489 (+2%)
Value$7.8M (+$1.2M)
Filed 2026-10-07
Adelphi Trust Co
DECREASED
Shares23,258 from 26,942
Change-3,684 (-14%)
Value$7.7M (-$50.6K)
Filed 2026-10-05
Rainier Family Wealth Inc
DECREASED
Shares23,202 from 24,046
Change-844 (-4%)
Value$7.7M (+$768.8K)
Filed 2026-11-02
S.A. Mason LLC
DECREASED
Shares23,112 from 23,361
Change-249 (-1%)
Value$7.7M (+$937.0K)
Filed 2026-10-13
Aurora Private Wealth, Inc.
DECREASED
Shares23,099 from 24,361
Change-1,262 (-5%)
Value$7.7M (+$643.0K)
Filed 2026-10-20
Alpine Bank Wealth Management
INCREASED
Shares23,098 from 23,011
Change+87 (+0%)
Value$7.7M (+$1.0M)
Filed 2026-10-16
International Private Wealth Advisors LLC
INCREASED
Shares23,094 from 20,436
Change+2,658 (+13%)
Value$7.7M (+$1.8M)
Filed 2026-11-05
BankPlus Wealth Management LLC
DECREASED
Shares23,087 from 23,495
Change-408 (-2%)
Value$7.7M (+$890.4K)
Filed 2026-10-13
Emerald Advisors, LLC
DECREASED
Shares23,084 from 23,327
Change-243 (-1%)
Value$7.7M (+$937.5K)
Filed 2026-10-13
Butensky & Cohen Financial Security, Inc
DECREASED
Shares23,042 from 25,069
Change-2,027 (-8%)
Value$7.7M (+$419.5K)
Filed 2026-10-13
Southern Michigan Bank & Trust
DECREASED
Shares23,033 from 23,496
Change-463 (-2%)
Value$7.7M (+$871.6K)
Filed 2026-10-19
ERn Financial, LLC
INCREASED
Shares23,014 from 22,779
Change+235 (+1%)
Value$7.7M (+$1.1M)
Filed 2026-10-28
MeadowBrook Investment Advisors LLC
DECREASED
Shares23,010 from 24,479
Change-1,469 (-6%)
Value$8.0M (+$929.3K)
Filed 2026-10-29
Graphene Investments SAS
DECREASED
Shares23,000 from 24,000
Change-1,000 (-4%)
Value$7.7M (+$714.8K)
Filed 2026-10-22
Adkins Seale Capital Management LLC
DECREASED
Shares22,946 from 23,331
Change-385 (-2%)
Value$7.6M (+$890.4K)
Filed 2026-10-27
Ejmk Ventures LLC
INCREASED
Shares22,918 from 22,607
Change+311 (+1%)
Value$7.6M (+$1.1M)
Filed 2026-10-21
Warm Springs Advisors Inc.
DECREASED
Shares22,875 from 23,388
Change-513 (-2%)
Value$7.6M (+$850.2K)
Filed 2026-10-28
Mcrae Capital Management Inc
DECREASED
Shares22,869 from 22,887
Change-18 (0%)
Value$7.6M (+$993.4K)
Filed 2026-10-15
Wedge Capital Management L L P
UNCHANGED
Shares22,866 from 22,866
Change0 (0%)
Value$7.6M (+$998.3K)
Filed 2026-10-13
Invera Wealth Advisors, LLC
INCREASED
Shares22,813 from 22,640
Change+173 (+1%)
Value$7.6M (+$1.0M)
Filed 2026-10-28
Geremia Financial Services, LLC
INCREASED
Shares22,762 from 22,513
Change+249 (+1%)
Value$7.6M (+$1.1M)
Filed 2026-10-19
LRZ Capital LLC
NEW
Shares22,760
Change+22,760
Value$7.6M
Filed 2026-11-05
Outlook Wealth Advisors, LLC
DECREASED
Shares22,723 from 23,357
Change-634 (-3%)
Value$7.6M (+$808.8K)
Filed 2026-10-28
Brian LOW Financial Group, LLC
INCREASED
Shares22,720 from 22,242
Change+478 (+2%)
Value$7.6M (+$1.1M)
Filed 2026-10-28
Index Fund Advisors, Inc.
DECREASED
Shares22,680 from 24,832
Change-2,152 (-9%)
Value$7.6M (+$367.4K)
Filed 2026-11-05
Lighthouse Financial LLC
INCREASED
Shares22,666 from 14,596
Change+8,070 (+55%)
Value$7.5M (+$3.3M)
Filed 2026-10-23
Verus Financial Partners, Inc.
INCREASED
Shares22,641 from 12,485
Change+10,156 (+81%)
Value$7.5M (+$3.9M)
Filed 2026-10-29
National Wealth Management Group, LLC
INCREASED
Shares22,633 from 19,159
Change+3,474 (+18%)
Value$7.5M (+$2.0M)
Filed 2026-10-26
Seizert Capital Partners, LLC
INCREASED
Shares22,625 from 22,208
Change+417 (+2%)
Value$7.5M (+$1.1M)
Filed 2026-10-30
PFW Advisors LLC
INCREASED
Shares22,622 from 22,441
Change+181 (+1%)
Value$7.5M (+$1.0M)
Filed 2026-10-07
Ddfg, Inc
DECREASED
Shares22,574 from 23,189
Change-615 (-3%)
Value$7.5M (+$807.4K)
Filed 2026-10-15
Nova Financial LLC
NEW
Shares22,557
Change+22,557
Value$7.5M
Filed 2026-11-04
Advisor Resource Council
DECREASED
Shares22,541 from 27,435
Change-4,894 (-18%)
Value$7.5M (-$974.3K)
Filed 2026-11-05
Johnson Financial Group, LLC
DECREASED
Shares22,525 from 46,982
Change-24,457 (-52%)
Value$7.5M (-$6.1M)
Filed 2026-11-03
Carter Financial Group, Inc.
INCREASED
Shares22,476 from 22,405
Change+71 (+0%)
Value$7.5M (+$1.0M)
Filed 2026-10-21
DKM Wealth Management, Inc.
DECREASED
Shares22,456 from 22,618
Change-162 (-1%)
Value$7.5M (+$933.6K)
Filed 2026-10-09
Key Capital Management, Inc
INCREASED
Shares22,429 from 2,749
Change+19,680 (+716%)
Value$7.7M (+$6.9M)
Filed 2026-11-03
Finivi Inc.
INCREASED
Shares22,405 from 22,222
Change+183 (+1%)
Value$7.5M (+$1.0M)
Filed 2026-10-13
SilverOak Wealth Management LLC
DECREASED
Shares22,398 from 22,462
Change-64 (0%)
Value$7.5M (+$959.4K)
Filed 2026-10-29
Mountain Capital Investment Advisors Inc.
DECREASED
Shares22,333 from 22,730
Change-397 (-2%)
Value$7.4M (+$860.2K)
Filed 2026-11-06
Northern Lights Advisors, Inc.
DECREASED
Shares22,324 from 22,956
Change-632 (-3%)
Value$7.4M (+$791.8K)
Filed 2026-10-21
Midwest Financial Partners Investments, Inc.
DECREASED
Shares22,285 from 23,424
Change-1,139 (-5%)
Value$7.4M (+$643.4K)
Filed 2026-10-08
Worth Asset Management, LLC
INCREASED
Shares22,265 from 19,715
Change+2,550 (+13%)
Value$7.4M (+$1.7M)
Filed 2026-10-07
Guinness Atkinson Asset Management Inc
DECREASED
Shares22,239 from 22,562
Change-323 (-1%)
Value$7.4M (+$877.5K)
Filed 2026-11-05
Avaii Wealth Management, LLC
INCREASED
Shares22,229 from 20,261
Change+1,968 (+10%)
Value$7.4M (+$1.6M)
Filed 2026-10-09
Acorn Wealth Advisors, LLC
INCREASED
Shares22,130 from 21,912
Change+218 (+1%)
Value$7.4M (+$1.0M)
Filed 2026-10-19
Noble Wealth Management PBC
DECREASED
Shares22,057 from 22,546
Change-489 (-2%)
Value$7.3M (+$821.5K)
Filed 2026-10-01
Chung Wu Investment Group, LLC
INCREASED
Shares22,024 from 19,264
Change+2,760 (+14%)
Value$7.3M (+$1.8M)
Filed 2026-11-03
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED
Shares22,000 from 21,000
Change+1,000 (+5%)
Value$7.3M (+$1.2M)
Filed 2026-10-22
Commonwealth Financial Services, LLC
DECREASED
Shares21,997 from 25,797
Change-3,800 (-15%)
Value$7.3M (-$139.3K)
Filed 2026-10-20
Piar LLC
DECREASED
Shares21,971 from 22,711
Change-740 (-3%)
Value$7.3M (+$745.1K)
Filed 2026-10-21
Raleigh Capital Management Inc.
DECREASED
Shares21,956 from 26,096
Change-4,140 (-16%)
Value$7.3M (-$239.6K)
Filed 2026-10-28
Commerce Advisors, LLC
DECREASED
Shares21,929 from 22,527
Change-598 (-3%)
Value$7.3M (+$784.2K)
Filed 2026-10-19
Capital Planning LLC
INCREASED
Shares21,919 from 21,860
Change+59 (+0%)
Value$7.3M (+$974.0K)
Filed 2026-10-09
Krane Financial Solutions LLC
INCREASED
Shares21,889 from 21,652
Change+237 (+1%)
Value$7.3M (+$1.0M)
Filed 2026-10-30
E&G Advisors, LLC
DECREASED
Shares21,880 from 22,314
Change-434 (-2%)
Value$7.3M (+$829.6K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
INCREASED
Shares21,867 from 21,772
Change+95 (+0%)
Value$7.3M (+$982.2K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares21,783 from 18,885
Change+2,898 (+15%)
Value$7.3M (+$1.8M)
Filed 2026-10-29
First Citizens Financial Corp
DECREASED
Shares21,775 from 21,803
Change-28 (0%)
Value$7.3M (+$942.6K)
Filed 2026-10-02
First National Bank Sioux Falls
DECREASED
Shares21,764 from 22,230
Change-466 (-2%)
Value$7.2M (+$1.4M)
Filed 2026-10-13
Wolff Wiese Magana LLC
INCREASED
Shares21,764 from 21,552
Change+212 (+1%)
Value$7.2M (+$1.0M)
Filed 2026-10-15
Seven Mile Advisory
DECREASED
Shares21,730 from 23,232
Change-1,502 (-6%)
Value$7.2M (+$514.3K)
Filed 2026-10-22
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares21,706 from 24,874
Change-3,168 (-13%)
Value$7.2M (+$31.0K)
Filed 2026-10-21
GLR Partners, LLC
INCREASED
Shares21,700 from 21,630
Change+70 (+0%)
Value$7.2M (+$967.7K)
Filed 2026-11-04
Wilkins Investment Counsel Inc
DECREASED
Shares21,673 from 21,733
Change-60 (0%)
Value$7.2M (+$928.9K)
Filed 2026-11-03
White Lighthouse Investment Management Inc.
INCREASED
Shares21,641 from 21,636
Change+5 (+0%)
Value$7.2M (+$946.1K)
Filed 2026-10-21
Shira Ridge Wealth Management
DECREASED
Shares21,636 from 25,843
Change-4,207 (-16%)
Value$7.2M (-$272.8K)
Filed 2026-10-09
American Capital Advisory, LLC
INCREASED
Shares21,633 from 21,329
Change+304 (+1%)
Value$7.2M (+$1.0M)
Filed 2026-10-28
Whalen Wealth Management Inc.
INCREASED
Shares21,628 from 21,572
Change+56 (+0%)
Value$7.2M (+$960.5K)
Filed 2026-10-08
Primoris Wealth Advisors, LLC
DECREASED
Shares21,625 from 21,630
Change-5 (0%)
Value$7.2M (+$942.7K)
Filed 2026-10-28
AGP Franklin, LLC
INCREASED
Shares21,611 from 21,592
Change+19 (+0%)
Value$7.2M (+$949.1K)
Filed 2026-11-04
Cooper S Advisors, LLC
DECREASED
Shares21,580 from 22,201
Change-621 (-3%)
Value$7.2M (+$762.4K)
Filed 2026-11-03
Mainsail Asset Management, LLC
DECREASED
Shares21,560 from 22,275
Change-715 (-3%)
Value$7.2M (-$241.2K)
Filed 2026-10-14
Ceera Investments, LLC
DECREASED
Shares21,551 from 25,201
Change-3,650 (-14%)
Value$7.2M (-$115.3K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
DECREASED
Shares21,532 from 32,827
Change-11,295 (-34%)
Value$7.2M (-$2.3M)
Filed 2026-11-04
Bayban
UNCHANGED
Shares21,510 from 21,510
Change0 (0%)
Value$6.2M ($0)
Filed 2026-11-05
FAI Advisors, Inc.
INCREASED
Shares21,501 from 20,805
Change+696 (+3%)
Value$7.2M (+$1.1M)
Filed 2026-10-27
Sycomore Asset Management
UNCHANGED
Shares21,479 from 21,479
Change0 (0%)
Value$6.6K ($0)
Filed 2026-10-26
Athena Wealth Management, LLC
INCREASED
Shares21,477 from 19,867
Change+1,610 (+8%)
Value$7.2M (+$1.4M)
Filed 2026-10-09
David J Yvars Group
DECREASED
Shares21,461 from 21,889
Change-428 (-2%)
Value$7.1M (+$813.7K)
Filed 2026-10-09
RS Crum Inc.
DECREASED
Shares21,449 from 21,493
Change-44 (0%)
Value$7.1M (+$923.8K)
Filed 2026-10-19
Oakmont Investment Advisors, Inc.
INCREASED
Shares21,397 from 21,153
Change+244 (+1%)
Value$7.1M (+$1.0M)
Filed 2026-10-21
New Covenant Trust Company, N.A.
INCREASED
Shares21,378 from 19,372
Change+2,006 (+10%)
Value$7.1M (+$1.5M)
Filed 2026-10-08
First Bancorp, Inc
DECREASED
Shares21,372 from 21,970
Change-598 (-3%)
Value$7.1M (+$760.1K)
Filed 2026-10-26
Virginia Wealth Management Group, Inc.
INCREASED
Shares21,297 from 21,267
Change+30 (+0%)
Value$7.1M (+$938.6K)
Filed 2026-10-14
Waller Financial Planning Group, Inc
INCREASED
Shares21,248 from 19,186
Change+2,062 (+11%)
Value$7.1M (+$1.5M)
Filed 2026-10-07
Orrstown Financial Services Inc
DECREASED
Shares21,237 from 21,405
Change-168 (-1%)
Value$7.1M (+$878.6K)
Filed 2026-10-14
Financial Advisory Partners, LLC
DECREASED
Shares21,234 from 21,730
Change-496 (-2%)
Value$7.1M (+$783.6K)
Filed 2026-10-23
Mascoma Wealth Management LLC
DECREASED
Shares21,212 from 21,938
Change-726 (-3%)
Value$7.1M (+$715.8K)
Filed 2026-10-23
Western Financial Corp
INCREASED
Shares21,209 from 6,160
Change+15,049 (+244%)
Value$7.1M (+$5.3M)
Filed 2026-10-14
BlueChip Wealth Advisors LLC
INCREASED
Shares21,199 from 16,435
Change+4,764 (+29%)
Value$7.1M (+$2.3M)
Filed 2026-11-03
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares21,154 from 21,154
Change0 (0%)
Value$6.1M ($0)
Filed 2026-11-03
Braeburn Wealth Management LLC
INCREASED
Shares21,133 from 20,815
Change+318 (+2%)
Value$7.0M (+$1.0M)
Filed 2026-10-15
Heartwood Wealth Advisors LLC
DECREASED
Shares21,115 from 23,019
Change-1,904 (-8%)
Value$7.0M (+$370.9K)
Filed 2026-10-05
Meadow Creek Wealth Advisors LLC
INCREASED
Shares21,105 from 19,643
Change+1,462 (+7%)
Value$7.0M (+$1.3M)
Filed 2026-11-02
Berbice Capital Management LLC
DECREASED
Shares21,044 from 21,056
Change-12 (0%)
Value$7.0M (+$915.3K)
Filed 2026-10-13
InvesTrust
DECREASED
Shares21,040 from 25,406
Change-4,366 (-17%)
Value$7.0M (-$344.7K)
Filed 2026-10-14
WealthCare Asset Management, LLC
DECREASED
Shares21,031 from 44,244
Change-23,213 (-52%)
Value$7.0M (-$5.8M)
Filed 2026-10-26
Sutton Place Investors LLC
INCREASED
Shares21,017 from 20,815
Change+202 (+1%)
Value$7.0M (+$976.0K)
Filed 2026-10-20
Viking Fund Management LLC
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$7.0M (+$916.9K)
Filed 2026-10-14
Pachira Investments Inc.
INCREASED
Shares20,974 from 9,031
Change+11,943 (+132%)
Value$7.0M (+$4.4M)
Filed 2026-10-14
Phillips Financial Management, LLC
INCREASED
Shares20,948 from 20,863
Change+85 (+0%)
Value$7.0M (+$939.1K)
Filed 2026-10-19
Bouvel Investment Partners, LLC
DECREASED
Shares20,943 from 21,327
Change-384 (-2%)
Value$7.0M (+$803.3K)
Filed 2026-10-13
Collaborative Wealth Managment Inc.
INCREASED
Shares20,929 from 20,924
Change+5 (+0%)
Value$7.0M (+$915.2K)
Filed 2026-11-06
Arta Finance Wealth Management LLC
DECREASED
Shares20,899 from 35,197
Change-14,298 (-41%)
Value$7.0M (-$3.2M)
Filed 2026-10-28
Cortland Associates Inc
DECREASED
Shares20,878 from 22,911
Change-2,033 (-9%)
Value$7.0M (+$324.0K)
Filed 2026-10-29
Hill Island Financial LLC
INCREASED
Shares20,856 from 19,436
Change+1,420 (+7%)
Value$6.9M (+$1.3M)
Filed 2026-10-20
Snider Financial Group
DECREASED
Shares20,846 from 21,410
Change-564 (-3%)
Value$6.9M (+$747.1K)
Filed 2026-10-16
KDK Private Wealth Management, LLC
DECREASED
Shares20,834 from 21,666
Change-832 (-4%)
Value$6.9M (+$668.9K)
Filed 2026-11-03
Centerpoint Advisory Group
INCREASED
Shares20,828 from 20,646
Change+182 (+1%)
Value$6.9M (+$962.0K)
Filed 2026-10-23
CrossGen Wealth, LLC
INCREASED
Shares20,788 from 20,683
Change+105 (+1%)
Value$6.9M (+$937.7K)
Filed 2026-10-30
Emprise Bank
DECREASED
Shares20,777 from 21,331
Change-554 (-3%)
Value$6.9M (+$746.8K)
Filed 2026-10-07
Walker Asset Management, LLC
INCREASED
Shares20,776 from 20,769
Change+7 (+0%)
Value$6.9M (+$909.1K)
Filed 2026-10-13
Kearns & Associates LLC
UNCHANGED
Shares20,743 from 20,743
Change0 (0%)
Value$6.9M (+$905.6K)
Filed 2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares20,726 from 20,751
Change-25 (0%)
Value$6.9M (+$897.5K)
Filed 2026-10-15
One Wealth Capital Management, LLC
INCREASED
Shares20,716 from 10,846
Change+9,870 (+91%)
Value$6.9M (+$3.8M)
Filed 2026-10-23
McClarren Financial Advisors, Inc.
DECREASED
Shares20,703 from 20,750
Change-47 (0%)
Value$6.9M (+$890.3K)
Filed 2026-10-15
Puff Wealth Management, LLC
INCREASED
Shares20,691 from 20,213
Change+478 (+2%)
Value$6.9M (+$1.0M)
Filed 2026-10-07
Pinion Investment Advisors, LLC
INCREASED
Shares20,659 from 20,356
Change+303 (+1%)
Value$6.9M (+$989.5K)
Filed 2026-11-04
Red Mountain Financial, LLC
DECREASED
Shares20,613 from 20,853
Change-240 (-1%)
Value$6.9M (+$830.3K)
Filed 2026-11-03
Compass Ion Advisors, LLC
INCREASED
Shares20,592 from 20,514
Change+78 (+0%)
Value$6.9M (+$921.5K)
Filed 2026-10-23
Fjell Capital, LLC
INCREASED
Shares20,581 from 19,216
Change+1,365 (+7%)
Value$6.9M (+$1.3M)
Filed 2026-10-13
Uniting Wealth Partners, LLC
INCREASED
Shares20,577 from 20,038
Change+539 (+3%)
Value$6.9M (+$1.1M)
Filed 2026-11-06
BNB Wealth Management, LLC
DECREASED
Shares20,559 from 20,800
Change-241 (-1%)
Value$6.8M (+$827.7K)
Filed 2026-10-28
LeConte Wealth Management, LLC
INCREASED
Shares20,539 from 18,823
Change+1,716 (+9%)
Value$6.8M (+$1.4M)
Filed 2026-10-20
waypoint wealth counsel
INCREASED
Shares20,538 from 19,747
Change+791 (+4%)
Value$6.8M (+$1.1M)
Filed 2026-10-22
Cox Capital Mgt LLC
DECREASED
Shares20,526 from 20,586
Change-60 (0%)
Value$6.8M (+$878.8K)
Filed 2026-10-07
Fogel Capital Management, Inc.
INCREASED
Shares20,502 from 20,181
Change+321 (+2%)
Value$6.8M (+$988.0K)
Filed 2026-11-04
Arcataur Capital Management LLC
DECREASED
Shares20,461 from 20,655
Change-194 (-1%)
Value$6.8M (+$837.2K)
Filed 2026-10-21
DBA Trading, LLC
NEW
Shares20,400
Change+20,400
Value$6.8M
Filed 2026-11-04
Aerodigm Wealth, LLC
DECREASED
Shares20,383 from 21,831
Change-1,448 (-7%)
Value$6.8M (+$470.9K)
Filed 2026-10-16
AAF Wealth Management, LLC
DECREASED
Shares20,367 from 20,377
Change-10 (0%)
Value$6.8M (+$885.9K)
Filed 2026-10-28
Brown Wealth Management, LLC
INCREASED
Shares20,365 from 19,963
Change+402 (+2%)
Value$6.8M (+$1.0M)
Filed 2026-10-20
Bond & Devick Financial Network, Inc.
DECREASED
Shares20,350 from 20,459
Change-109 (-1%)
Value$6.8M (+$856.9K)
Filed 2026-10-23
Kuhn & Co Investment Counsel
INCREASED
Shares20,335 from 19,974
Change+361 (+2%)
Value$6.8M (+$992.4K)
Filed 2026-10-29
Valtinson Bruner Financial Planning LLC
INCREASED
Shares20,315 from 18,883
Change+1,432 (+8%)
Value$6.8M (+$1.3M)
Filed 2026-11-02
Monument Group Wealth Advisors, LLC
DECREASED
Shares20,248 from 21,918
Change-1,670 (-8%)
Value$6.7M (+$400.8K)
Filed 2026-10-21
Archvest Wealth Advisors, Inc.
INCREASED
Shares20,224 from 19,785
Change+439 (+2%)
Value$6.7M (+$1.0M)
Filed 2026-10-29
Planned Solutions, Inc.
DECREASED
Shares20,224 from 20,289
Change-65 (0%)
Value$6.7M (+$864.3K)
Filed 2026-10-19
Fairway Wealth LLC
INCREASED
Shares20,192 from 7,164
Change+13,028 (+182%)
Value$6.7M (+$4.7M)
Filed 2026-10-30
Salvus Wealth Management, LLC
INCREASED
Shares20,187 from 20,064
Change+123 (+1%)
Value$6.7M (+$916.7K)
Filed 2026-10-13
Bright Financial Advisors, Inc.
UNCHANGED
Shares20,165 from 20,165
Change0 (0%)
Value$6.7M (+$880.0K)
Filed 2026-10-23
Peavine Capital, LLC
UNCHANGED
Shares20,160 from 20,160
Change0 (0%)
Value$6.7M (+$880.2K)
Filed 2026-10-13
Coyle Financial Counsel LLC
DECREASED
Shares20,111 from 20,566
Change-455 (-2%)
Value$6.7M (+$746.5K)
Filed 2026-10-28
apricus wealth, LLC
INCREASED
Shares20,099 from 14,769
Change+5,330 (+36%)
Value$6.7M (+$2.4M)
Filed 2026-10-26
Johnson & White Wealth Management, LLC
DECREASED
Shares20,083 from 20,189
Change-106 (-1%)
Value$6.7M (+$846.1K)
Filed 2026-11-03
Gerber, LLC
INCREASED
Shares20,059 from 19,982
Change+77 (+0%)
Value$6.7M (+$898.1K)
Filed 2026-10-21
Prentice Wealth Management LLC
DECREASED
Shares20,045 from 20,405
Change-360 (-2%)
Value$6.7M (+$771.0K)
Filed 2026-10-20
Welch Financial Planning, LLC
INCREASED
Shares20,037 from 19,497
Change+540 (+3%)
Value$6.7M (+$1.0M)
Filed 2026-11-06
Cambridge Financial Group, LLC
UNCHANGED
Shares19,970 from 19,970
Change0 (0%)
Value$5.8M ($0)
Filed 2026-10-06
Steinberganna Wealth Management
DECREASED
Shares19,947 from 48,306
Change-28,359 (-59%)
Value$6.6M (-$7.3M)
Filed 2026-10-23
Davis-Rea Ltd.
DECREASED
Shares19,946 from 26,214
Change-6,268 (-24%)
Value$6.6M (-$942.9K)
Filed 2026-10-13
West Paces Advisors Inc.
DECREASED
Shares19,936 from 20,012
Change-76 (0%)
Value$6.6M (+$848.4K)
Filed 2026-10-13
Ameliora Wealth Management Ltd.
DECREASED
Shares19,930 from 20,218
Change-288 (-1%)
Value$6.6M (+$786.8K)
Filed 2026-10-23
Union Savings Bank
INCREASED
Shares19,918 from 19,681
Change+237 (+1%)
Value$6.6M (+$938.2K)
Filed 2026-10-14
Integrity Investment Advisors, LLC
INCREASED
Shares19,904 from 19,657
Change+247 (+1%)
Value$6.6M (+$940.4K)
Filed 2026-11-03
Massachusetts Wealth Management
DECREASED
Shares19,896 from 21,423
Change-1,527 (-7%)
Value$6.6M (+$426.8K)
Filed 2026-10-21
Mascagni Wealth Management, Inc.
DECREASED
Shares19,844 from 20,077
Change-233 (-1%)
Value$6.6M (+$799.2K)
Filed 2026-10-23
Vista Investment Partners II, LLC
DECREASED
Shares19,825 from 20,119
Change-294 (-1%)
Value$6.6M (+$780.5K)
Filed 2026-10-15
Successful Portfolios LLC
INCREASED
Shares19,823 from 19,782
Change+41 (+0%)
Value$6.6M (+$353.0K)
Filed 2026-10-09
Rockingstone Advisors LLC
DECREASED
Shares19,819 from 19,879
Change-60 (0%)
Value$6.6M (+$847.9K)
Filed 2026-10-16
AMG Asset Management Group, Inc.
DECREASED
Shares19,813 from 25,061
Change-5,248 (-21%)
Value$6.6M (-$653.4K)
Filed 2026-10-21
Forbes Financial Planning, Inc.
UNCHANGED
Shares19,797 from 19,797
Change0 (0%)
Value$6.6M (+$864.3K)
Filed 2026-10-23
CKW Financial Group
DECREASED
Shares19,722 from 19,915
Change-193 (-1%)
Value$6.5M (+$6.5M)
Filed 2026-10-29
Philip James Wealth Mangement, LLC
INCREASED
Shares19,690 from 19,082
Change+608 (+3%)
Value$6.6M (+$1.0M)
Filed 2026-10-27
Point Windward Advisors Inc.
DECREASED
Shares19,667 from 23,247
Change-3,580 (-15%)
Value$6.5M (-$177.3K)
Filed 2026-11-06
Fortitude Advisory Group L.L.C.
DECREASED
Shares19,662 from 25,099
Change-5,437 (-22%)
Value$6.5M (-$714.8K)
Filed 2026-10-15
RAM Investment Partners, LLC
INCREASED
Shares19,662 from 17,397
Change+2,265 (+13%)
Value$6.5M (+$1.5M)
Filed 2026-10-21
Frederick Financial Consultants, LLC
INCREASED
Shares19,631 from 18,672
Change+959 (+5%)
Value$6.5M (+$1.1M)
Filed 2026-10-29
Independent Wealth Network Inc.
DECREASED
Shares19,626 from 19,841
Change-215 (-1%)
Value$6.5M (+$794.6K)
Filed 2026-10-19
TPG Advisors LLC
DECREASED
Shares19,587 from 20,005
Change-418 (-2%)
Value$6.5M (+$734.0K)
Filed 2026-10-16
Heritage Investment Group, Inc.
INCREASED
Shares19,584 from 19,397
Change+187 (+1%)
Value$6.5M (+$909.3K)
Filed 2026-11-03
Y.D. More Investments Ltd
INCREASED
Shares19,582 from 14,131
Change+5,451 (+39%)
Value$6.5M (+$2.4M)
Filed 2026-11-02
Tandem Capital Management Corp
DECREASED
Shares19,567 from 19,802
Change-235 (-1%)
Value$6.5M (+$786.3K)
Filed 2026-10-22
Solitude Financial Services
INCREASED
Shares19,547 from 19,514
Change+33 (+0%)
Value$6.5M (+$863.0K)
Filed 2026-10-26
Tucker Asset Management LLC
INCREASED
Shares19,537 from 18,595
Change+942 (+5%)
Value$6.5M (+$1.1M)
Filed 2026-10-29
Dupree Financial Group, LLC
INCREASED
Shares19,497 from 19,073
Change+424 (+2%)
Value$6.5M (+$974.0K)
Filed 2026-10-09
Kurv Investment Management LLC
INCREASED
Shares19,494 from 18,024
Change+1,470 (+8%)
Value$6.5M (+$1.3M)
Filed 2026-10-28
GenWealth Group, Inc.
DECREASED
Shares19,473 from 19,656
Change-183 (-1%)
Value$6.5M (+$797.6K)
Filed 2026-10-16
Rinkey Investments
DECREASED
Shares19,463 from 19,648
Change-185 (-1%)
Value$6.5M (+$796.1K)
Filed 2026-10-28
Hobart Private Capital, LLC
INCREASED
Shares19,456 from 18,937
Change+519 (+3%)
Value$6.5M (+$999.6K)
Filed 2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares19,450 from 12,462
Change+6,988 (+56%)
Value$6.5M (+$2.9M)
Filed 2026-10-20
Human Investing LLC
INCREASED
Shares19,427 from 16,812
Change+2,615 (+16%)
Value$6.5M (+$1.6M)
Filed 2026-10-19
Essential Investment Partners LLC
DECREASED
Shares19,426 from 20,090
Change-664 (-3%)
Value$6.5M (+$656.0K)
Filed 2026-10-27
StrongBox Wealth, LLC
DECREASED
Shares19,393 from 19,438
Change-45 (0%)
Value$6.5M (+$833.7K)
Filed 2026-11-02
Bingham Private Wealth, LLC
INCREASED
Shares19,330 from 18,959
Change+371 (+2%)
Value$6.4M (+$951.5K)
Filed 2026-11-05
Banta Asset Management LP
DECREASED
Shares19,329 from 19,526
Change-197 (-1%)
Value$6.4M (+$786.9K)
Filed 2026-11-02
CJM Wealth Advisers, Ltd.
DECREASED
Shares19,328 from 19,923
Change-595 (-3%)
Value$6.4M (+$671.5K)
Filed 2026-10-27
Fell Capital Management
DECREASED
Shares19,317 from 20,767
Change-1,450 (-7%)
Value$6.4M (+$423.8K)
Filed 2026-10-09
American Institute for Advanced Investment Management, LLP
DECREASED
Shares19,310 from 19,550
Change-240 (-1%)
Value$6.4M (+$773.7K)
Filed 2026-11-03
Challenger Wealth Management
DECREASED
Shares19,299 from 19,681
Change-382 (-2%)
Value$6.4M (+$732.0K)
Filed 2026-10-30
Sjbenen Advisory, LLC
INCREASED
Shares19,256 from 19,221
Change+35 (+0%)
Value$6.4M (+$511.7K)
Filed 2026-10-19
Canton Hathaway, LLC
DECREASED
Shares19,242 from 20,218
Change-976 (-5%)
Value$6.4M (+$557.8K)
Filed 2026-10-23
Vaquero Private Wealth, LTD
DECREASED
Shares19,234 from 19,414
Change-180 (-1%)
Value$6.4M (+$787.8K)
Filed 2026-10-27
TCP Asset Management, LLC
INCREASED
Shares19,201 from 14,015
Change+5,186 (+37%)
Value$6.4M (+$2.4M)
Filed 2026-10-14
G&S Capital LLC
INCREASED
Shares19,157 from 18,601
Change+556 (+3%)
Value$6.4M (+$997.4K)
Filed 2026-10-23
IMPACTfolio, LLC
DECREASED
Shares19,132 from 19,308
Change-176 (-1%)
Value$6.4M (+$784.4K)
Filed 2026-10-28
Hardworking Capital Advisors, LLC
INCREASED
Shares19,019 from 18,446
Change+573 (+3%)
Value$6.3M (+$996.2K)
Filed 2026-10-20
Unique Wealth, LLC
INCREASED
Shares19,000 from 18,349
Change+651 (+4%)
Value$6.3M (+$1.0M)
Filed 2026-10-16
First Financial Corp
DECREASED
Shares19,000 from 19,477
Change-477 (-2%)
Value$6.3M (+$691.5K)
Filed 2026-10-13
Farnam Financial LLC
DECREASED
Shares18,931 from 19,012
Change-81 (0%)
Value$6.5M (+$1.0M)
Filed 2026-10-21
Praetorian Wealth Management, Inc.
DECREASED
Shares18,929 from 18,960
Change-31 (0%)
Value$6.3M (+$817.5K)
Filed 2026-10-16
Cumberland Advisors Inc
INCREASED
Shares18,928 from 18,880
Change+48 (+0%)
Value$6.3M (+$840.3K)
Filed 2026-10-30
Sage Investment Counsel LLC
DECREASED
Shares18,922 from 19,142
Change-220 (-1%)
Value$6.3M (+$762.7K)
Filed 2026-10-26
Garton & Associates Financial Advisors LLC
DECREASED
Shares18,915 from 19,062
Change-147 (-1%)
Value$6.3M (+$783.3K)
Filed 2026-10-30
Market Street Wealth Management Advisors LLC
INCREASED
Shares18,906 from 18,121
Change+785 (+4%)
Value$6.3M (+$1.1M)
Filed 2026-10-09
Legacy Wealth Asset Management, LLC
DECREASED
Shares18,898 from 18,988
Change-90 (0%)
Value$6.3M (+$799.1K)
Filed 2026-10-09
Northern Financial Advisors Inc
INCREASED
Shares18,850 from 18,779
Change+71 (+0%)
Value$6.3M (+$843.1K)
Filed 2026-10-29
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares18,848 from 19,115
Change-267 (-1%)
Value$6.3M (+$745.6K)
Filed 2026-10-14
Platt Wealth Management LLC
DECREASED
Shares18,800 from 19,061
Change-261 (-1%)
Value$6.3M (+$745.0K)
Filed 2026-11-04
RIA Advisory Group LLC
DECREASED
Shares18,793 from 27,698
Change-8,905 (-32%)
Value$6.3M (-$1.8M)
Filed 2026-10-15
Southern Capital Advisors, LLC
DECREASED
Shares18,772 from 18,866
Change-94 (0%)
Value$6.3M (+$792.4K)
Filed 2026-10-26
Retirement Guys Formula LLC
DECREASED
Shares18,719 from 18,818
Change-99 (-1%)
Value$6.2M (+$788.8K)
Filed 2026-10-26
Ayalon Insurance Comp Ltd.
DECREASED
Shares18,709 from 38,008
Change-19,299 (-51%)
Value$6.2M (-$4.8M)
Filed 2026-10-08
TruNorth Capital Management, LLC
INCREASED
Shares18,707 from 16,490
Change+2,217 (+13%)
Value$6.2M (+$1.5M)
Filed 2026-10-14
KFA Private Wealth Group, LLC
INCREASED
Shares18,695 from 17,976
Change+719 (+4%)
Value$6.2M (+$1.0M)
Filed 2026-10-07
Jeter Robert S II
INCREASED
Shares18,670 from 12,023
Change+6,647 (+55%)
Value$6.4M (+$2.6M)
Filed 2026-10-16
Heritage OAK Wealth Advisors LLC
INCREASED
Shares18,669 from 18,518
Change+151 (+1%)
Value$6.2M (+$858.6K)
Filed 2026-10-14
Peoples Bank
DECREASED
Shares18,662 from 19,067
Change-405 (-2%)
Value$6.2M (+$697.6K)
Filed 2026-10-26
Melfa Wealth Management, Inc.
DECREASED
Shares18,600 from 18,611
Change-11 (0%)
Value$6.2M (+$805.2K)
Filed 2026-11-06
Twelve Points Wealth Management LLC
INCREASED
Shares18,553 from 18,339
Change+214 (+1%)
Value$6.4M (+$1.1M)
Filed 2026-11-03
Austin Wealth Management, LLC
INCREASED
Shares18,531 from 18,162
Change+369 (+2%)
Value$6.3M (+$246.9K)
Filed 2026-11-06
Collar Capital Management, LLC
INCREASED
Shares18,486 from 18,470
Change+16 (+0%)
Value$6.2M (+$811.7K)
Filed 2026-10-28
Willner & Heller, LLC
DECREASED
Shares18,478 from 18,794
Change-316 (-2%)
Value$6.2M (+$715.5K)
Filed 2026-10-28
Baker Boyer National Bank
DECREASED
Shares18,462 from 18,826
Change-364 (-2%)
Value$6.1M (+$700.7K)
Filed 2026-11-05
Blankinship & Foster, LLC
INCREASED
Shares18,440 from 18,159
Change+281 (+2%)
Value$6.1M (+$886.5K)
Filed 2026-10-19
Stone Wealth Partners
INCREASED
Shares18,412 from 9,565
Change+8,847 (+92%)
Value$6.1M (+$3.3M)
Filed 2026-11-05
Peterson Wealth Management
INCREASED
Shares18,349 from 12,908
Change+5,441 (+42%)
Value$6.1M (+$2.4M)
Filed 2026-11-06
S&A Financial Services, Inc.
DECREASED
Shares18,332 from 18,523
Change-191 (-1%)
Value$6.1M (+$745.0K)
Filed 2026-11-03
Center For Asset Management LLC
INCREASED
Shares18,300 from 15,690
Change+2,610 (+17%)
Value$6.1M (+$1.6M)
Filed 2026-10-16
Winter & Associates, Inc.
DECREASED
Shares18,282 from 18,980
Change-698 (-4%)
Value$6.2M (+$714.5K)
Filed 2026-10-23
Barings LLC
INCREASED
Shares18,272 from 17,793
Change+479 (+3%)
Value$6.1M (+$936.4K)
Filed 2026-10-22
First Financial Group Corp
DECREASED
Shares18,269 from 19,344
Change-1,075 (-6%)
Value$6.1M (+$486.7K)
Filed 2026-10-22
Parkway Wealth Management Group, LLC
DECREASED
Shares18,225 from 18,598
Change-373 (-2%)
Value$6.1M (+$687.8K)
Filed 2026-10-20
NIA Impact Advisors, LLC
DECREASED
Shares18,223 from 20,824
Change-2,601 (-12%)
Value$6.1M (+$42.9K)
Filed 2026-11-04
Thrive Capital Management, LLC
INCREASED
Shares18,222 from 15,838
Change+2,384 (+15%)
Value$6.1M (+$1.5M)
Filed 2026-10-28
Greenbush Financial Group, LLC
DECREASED
Shares18,214 from 18,361
Change-147 (-1%)
Value$6.1M (+$752.7K)
Filed 2026-10-15
ASL Financial, LLC
DECREASED
Shares18,195 from 18,303
Change-108 (-1%)
Value$6.0M (+$746.5K)
Filed 2026-10-15
Element Pointe Advisors, LLC
INCREASED
Shares18,171 from 17,961
Change+210 (+1%)
Value$6.1M (+$854.0K)
Filed 2026-10-21
Finward Bancorp
INCREASED
Shares18,127 from 17,826
Change+301 (+2%)
Value$6.0M (+$878.5K)
Filed 2026-10-14
Avion Wealth
DECREASED
Shares18,107 from 18,123
Change-16 (0%)
Value$6.0M (+$786.0K)
Filed 2026-11-04
Taylor Financial Group, Inc.
DECREASED
Shares18,044 from 19,153
Change-1,109 (-6%)
Value$6.0M (+$466.9K)
Filed 2026-11-02
RHS Financial, LLC
DECREASED
Shares18,029 from 18,862
Change-833 (-4%)
Value$6.0M (+$546.1K)
Filed 2026-10-13
Verus Wealth Management, LLC
INCREASED
Shares18,024 from 4,686
Change+13,338 (+285%)
Value$6.0M (+$4.6M)
Filed 2026-10-13
Net Worth Advisory Group
DECREASED
Shares17,998 from 20,578
Change-2,580 (-13%)
Value$5.9M (-$9.6K)
Filed 2026-10-20
Nabity-Jensen Investment Management Inc
INCREASED
Shares17,991 from 17,531
Change+460 (+3%)
Value$6.0M (+$918.6K)
Filed 2026-10-23
Blue Line Capital, LLC / IL
DECREASED
Shares17,954 from 19,667
Change-1,713 (-9%)
Value$6.0M (+$288.3K)
Filed 2026-11-04
Warren Street Wealth Advisors, LLC
INCREASED
Shares17,944 from 17,615
Change+329 (+2%)
Value$6.0M (+$878.5K)
Filed 2026-11-04
Royal Harbor Partners, LLC
DECREASED
Shares17,913 from 18,088
Change-175 (-1%)
Value$6.0M (+$731.6K)
Filed 2026-10-29
Rosenberg Matthew Hamilton
INCREASED
Shares17,911 from 12,805
Change+5,106 (+40%)
Value$6.0M (+$2.3M)
Filed 2026-10-05
Andrews Advisory Associates, LLC
DECREASED
Shares17,881 from 18,995
Change-1,114 (-6%)
Value$6.0M (+$458.5K)
Filed 2026-10-15
Coquina Private Wealth LLC
DECREASED
Shares17,847 from 18,137
Change-290 (-2%)
Value$5.9M (+$695.3K)
Filed 2026-10-27
Sterling Financial Planning, Inc.
INCREASED
Shares17,846 from 16,124
Change+1,722 (+11%)
Value$5.9M (+$1.3M)
Filed 2026-10-28
Factor Wealth Management LTD
DECREASED
Shares17,844 from 35,111
Change-17,267 (-49%)
Value$5.9M (-$4.2M)
Filed 2026-10-08
Winebrenner Capital Management LLC
DECREASED
Shares17,837 from 18,183
Change-346 (-2%)
Value$5.9M (+$678.7K)
Filed 2026-10-07
Todd Wealth Management, LLC
DECREASED
Shares17,828 from 18,144
Change-316 (-2%)
Value$5.9M (+$686.8K)
Filed 2026-10-19
Clearwave Capital, LLC
INCREASED
Shares17,822 from 17,574
Change+248 (+1%)
Value$5.9M (+$849.7K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares17,818 from 16,316
Change+1,502 (+9%)
Value$5.9M (+$1.2M)
Filed 2026-10-13
Stone Summit Wealth LLC
DECREASED
Shares17,801 from 17,958
Change-157 (-1%)
Value$5.9M (+$731.8K)
Filed 2026-10-14
Investors Asset Management of Georgia Inc
DECREASED
Shares17,799 from 17,847
Change-48 (0%)
Value$5.9M (+$763.3K)
Filed 2026-10-20
Sage Private Wealth Group, LLC
INCREASED
Shares17,778 from 17,292
Change+486 (+3%)
Value$5.9M (+$916.7K)
Filed 2026-10-21
Community Bank of Raymore
UNCHANGED
Shares17,777 from 17,777
Change0 (0%)
Value$5.9M (+$776.1K)
Filed 2026-10-23
Meadowbrook Wealth Management, LLC
DECREASED
Shares17,736 from 18,289
Change-553 (-3%)
Value$5.9M (+$614.3K)
Filed 2026-10-08
Accuvest Global Advisors
DECREASED
Shares17,695 from 18,667
Change-972 (-5%)
Value$5.9M (+$492.0K)
Filed 2026-11-04
BCS Wealth Management
DECREASED
Shares17,692 from 18,426
Change-734 (-4%)
Value$5.9M (+$560.0K)
Filed 2026-11-03
Wolff Financial Management LLC
INCREASED
Shares17,660 from 17,445
Change+215 (+1%)
Value$5.9M (+$833.2K)
Filed 2026-10-23
Islay Capital Management, LLC
DECREASED
Shares17,644 from 18,480
Change-836 (-5%)
Value$5.9M (+$528.4K)
Filed 2026-10-20
Sara-Bay Financial
DECREASED
Shares17,634 from 18,026
Change-392 (-2%)
Value$5.9M (+$656.5K)
Filed 2026-10-21
Foresight Capital Management Advisors, Inc.
DECREASED
Shares17,622 from 18,330
Change-708 (-4%)
Value$5.9M (+$564.7K)
Filed 2026-10-27
N10 Wealth, LLC
INCREASED
Shares17,590 from 2,774
Change+14,816 (+534%)
Value$5.9M (+$5.1M)
Filed 2026-10-14
Mission Financial Group, LLC
INCREASED
Shares17,560 from 16,795
Change+765 (+5%)
Value$5.8M (+$987.9K)
Filed 2026-10-21
United Community Bank
INCREASED
Shares17,552 from 15,299
Change+2,253 (+15%)
Value$5.8M (+$1.4M)
Filed 2026-10-28
Navigoe, LLC
UNCHANGED
Shares17,530 from 17,530
Change0 (0%)
Value$5.8M (+$765.0K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
DECREASED
Shares17,514 from 17,581
Change-67 (0%)
Value$5.8M (+$745.5K)
Filed 2026-11-05
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares17,490 from 17,490
Change0 (0%)
Value$5.8M (+$763.6K)
Filed 2026-10-09
BAM Wealth Management, LLC
INCREASED
Shares17,487 from 16,676
Change+811 (+5%)
Value$5.8M (+$998.2K)
Filed 2026-10-15
Sylvest Advisors, LLC
DECREASED
Shares17,486 from 17,816
Change-330 (-2%)
Value$5.8M (+$668.2K)
Filed 2026-10-26
Herbst Group, LLC
INCREASED
Shares17,468 from 17,443
Change+25 (+0%)
Value$5.8M (+$769.9K)
Filed 2026-10-20
Bria Capital Group, LLC
DECREASED
Shares17,427 from 22,919
Change-5,492 (-24%)
Value$5.8M (-$828.5K)
Filed 2026-10-22
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares17,400 from 17,400
Change0 (0%)
Value$5.8M (+$759.7K)
Filed 2026-11-06
Saxony Capital Management, LLC
INCREASED
Shares17,378 from 14,665
Change+2,713 (+19%)
Value$5.8M (+$1.5M)
Filed 2026-10-15
Intergy Private Wealth, LLC
INCREASED
Shares17,355 from 17,168
Change+187 (+1%)
Value$5.8M (+$811.9K)
Filed 2026-10-16
WealthSpring Partners, LLC
DECREASED
Shares17,347 from 20,177
Change-2,830 (-14%)
Value$5.8M (-$61.5K)
Filed 2026-10-14
Ahara Advisors LLC
DECREASED
Shares17,314 from 17,347
Change-33 (0%)
Value$5.8M (+$746.5K)
Filed 2026-10-29
25 LLC
DECREASED
Shares17,280 from 19,330
Change-2,050 (-11%)
Value$5.8M (+$161.3K)
Filed 2026-10-13
Tradewinds Capital Management, LLC
INCREASED
Shares17,265 from 16,976
Change+289 (+2%)
Value$5.7M (+$837.4K)
Filed 2026-10-23
Aletheian Wealth Advisors LLC
INCREASED
Shares17,243 from 17,119
Change+124 (+1%)
Value$5.7M (+$788.7K)
Filed 2026-10-08
5th Street Advisors, LLC
DECREASED
Shares17,236 from 17,311
Change-75 (0%)
Value$5.7M (+$730.8K)
Filed 2026-11-04
Great Point Wealth Advisors, LLC
DECREASED
Shares17,227 from 17,436
Change-209 (-1%)
Value$5.7M (+$691.8K)
Filed 2026-10-15
RFG Holdings, Inc.
DECREASED
Shares17,150 from 17,206
Change-56 (0%)
Value$5.7M (+$732.4K)
Filed 2026-10-30
Quantum Financial Partners LLC
INCREASED
Shares17,131 from 13,916
Change+3,215 (+23%)
Value$5.7M (+$1.7M)
Filed 2026-10-19
Firestone Capital Management
DECREASED
Shares17,081 from 17,367
Change-286 (-2%)
Value$5.7M (+$662.8K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
DECREASED
Shares17,051 from 17,174
Change-123 (-1%)
Value$5.7M (+$708.9K)
Filed 2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED
Shares17,051 from 16,971
Change+80 (+0%)
Value$5.7M (+$767.6K)
Filed 2026-11-05
Ticino Wealth
INCREASED
Shares17,014 from 16,456
Change+558 (+3%)
Value$5.7M (+$904.3K)
Filed 2026-10-13
Tannin Capital LLC
DECREASED
Shares17,008 from 18,390
Change-1,382 (-8%)
Value$5.7M (+$342.5K)
Filed 2026-11-05
Able Wealth Management LLC
DECREASED
Shares17,006 from 18,932
Change-1,926 (-10%)
Value$5.7M (+$325.4K)
Filed 2026-10-13
Enzi Wealth
INCREASED
Shares16,970 from 13,756
Change+3,214 (+23%)
Value$5.8M (+$1.5M)
Filed 2026-10-14
Clarus Wealth Advisors
DECREASED
Shares16,951 from 17,468
Change-517 (-3%)
Value$5.7M (+$232.1K)
Filed 2026-10-13
Todd Asset Management LLC
DECREASED
Shares16,937 from 17,047
Change-110 (-1%)
Value$5.6M (+$707.6K)
Filed 2026-10-27
West Bancorporation Inc
INCREASED
Shares16,917 from 16,400
Change+517 (+3%)
Value$5.6M (+$888.2K)
Filed 2026-10-29
Robbins Farley
DECREASED
Shares16,887 from 19,696
Change-2,809 (-14%)
Value$5.6M (-$75.5K)
Filed 2026-10-21
Private Client Services, LLC
DECREASED
Shares16,885 from 18,915
Change-2,030 (-11%)
Value$5.6M (+$149.9K)
Filed 2026-10-02
Narus Financial Partners, LLC
DECREASED
Shares16,841 from 17,935
Change-1,094 (-6%)
Value$5.6M (+$418.8K)
Filed 2026-10-19
M.E. Allison & Co., Inc.
DECREASED
Shares16,835 from 16,970
Change-135 (-1%)
Value$5.6M (+$696.1K)
Filed 2026-10-09
Warner Financial, Inc
DECREASED
Shares16,830 from 17,138
Change-308 (-2%)
Value$5.6M (+$645.7K)
Filed 2026-11-06
Endeavor Private Wealth, Inc.
INCREASED
Shares16,810 from 16,311
Change+499 (+3%)
Value$5.6M (+$878.5K)
Filed 2026-11-05
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares16,809 from 16,357
Change+452 (+3%)
Value$5.6M (+$864.7K)
Filed 2026-10-23
South Shore Capital Advisors
DECREASED
Shares16,785 from 17,185
Change-400 (-2%)
Value$5.6M (+$617.1K)
Filed 2026-10-20
Crescent Sterling, Ltd.
DECREASED
Shares16,776 from 17,447
Change-671 (-4%)
Value$5.6M (+$538.0K)
Filed 2026-10-16
Carrera Capital Advisors
DECREASED
Shares16,769 from 16,838
Change-69 (0%)
Value$5.6M (+$712.1K)
Filed 2026-11-03
Outfitters Financial LLC
DECREASED
Shares16,762 from 17,467
Change-705 (-4%)
Value$5.6M (+$527.8K)
Filed 2026-10-23
MB, Levis & Associates, LLC
DECREASED
Shares16,739 from 16,822
Change-83 (0%)
Value$5.6M (+$706.7K)
Filed 2026-10-16
Hurlow Wealth Management Group, Inc.
DECREASED
Shares16,729 from 16,763
Change-34 (0%)
Value$5.6M (+$720.6K)
Filed 2026-10-29
Tenon Financial LLC
INCREASED
Shares16,726 from 14,002
Change+2,724 (+19%)
Value$5.6M (+$1.5M)
Filed 2026-10-14
Opus Capital Group, LLC
DECREASED
Shares16,715 from 17,177
Change-462 (-3%)
Value$5.6M (+$597.0K)
Filed 2026-10-30
Syverson Strege & Co
INCREASED
Shares16,713 from 16,501
Change+212 (+1%)
Value$5.6M (+$791.0K)
Filed 2026-11-02
Shuttleworth & Co
DECREASED
Shares16,685 from 16,897
Change-212 (-1%)
Value$5.6M (+$667.1K)
Filed 2026-10-30
West Financial Advisors, LLC
INCREASED
Shares16,675 from 16,662
Change+13 (+0%)
Value$5.6M (+$731.6K)
Filed 2026-10-22
Sentry LLC
DECREASED
Shares16,604 from 17,704
Change-1,100 (-6%)
Value$5.5M (+$406.6K)
Filed 2026-10-30
Beirne Wealth Consulting Services, LLC
INCREASED
Shares16,578 from 16,227
Change+351 (+2%)
Value$5.5M (+$825.4K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
DECREASED
Shares16,551 from 26,997
Change-10,446 (-39%)
Value$5.5M (-$2.3M)
Filed 2026-10-28
Atlatl Advisers LLC
DECREASED
Shares16,550 from 17,263
Change-713 (-4%)
Value$5.5M (+$516.3K)
Filed 2026-10-22
Davis Capital Management
DECREASED
Shares16,550 from 16,931
Change-381 (-2%)
Value$5.5M (+$612.3K)
Filed 2026-10-08
Motive Wealth Advisors
INCREASED
Shares16,535 from 16,182
Change+353 (+2%)
Value$5.5M (+$824.1K)
Filed 2026-10-26
Forteris Wealth Management Inc.
DECREASED
Shares16,532 from 17,552
Change-1,020 (-6%)
Value$5.5M (+$426.6K)
Filed 2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares16,532 from 16,738
Change-206 (-1%)
Value$5.5M (+$662.2K)
Filed 2026-10-28
4J Wealth Management LLC
DECREASED
Shares16,521 from 16,594
Change-73 (0%)
Value$5.5M (+$700.2K)
Filed 2026-11-02
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares16,494 from 17,055
Change-561 (-3%)
Value$5.5M (+$557.8K)
Filed 2026-10-30
Saxon Interests, Inc.
DECREASED
Shares16,461 from 44,023
Change-27,562 (-63%)
Value$5.5M (-$7.3M)
Filed 2026-10-26
Blackston Financial Advisory Group, LLC
INCREASED
Shares16,448 from 14,301
Change+2,147 (+15%)
Value$5.5M (+$1.3M)
Filed 2026-11-04
First Pacific Financial
DECREASED
Shares16,407 from 19,484
Change-3,077 (-16%)
Value$5.5M (-$173.9K)
Filed 2026-10-14
Cascade Investment Advisors, Inc.
DECREASED
Shares16,398 from 17,032
Change-634 (-4%)
Value$5.5M (+$532.5K)
Filed 2026-11-02
Echo45 Advisors LLC
INCREASED
Shares16,391 from 9,211
Change+7,180 (+78%)
Value$5.5M (+$2.8M)
Filed 2026-10-07
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares16,367 from 18,521
Change-2,154 (-12%)
Value$5.5M (+$91.1K)
Filed 2026-11-02
Lynx Capital Group LTD
INCREASED
Shares16,351 from 15,803
Change+548 (+3%)
Value$5.4M (+$872.5K)
Filed 2026-11-04
TFB Advisors LLC
INCREASED
Shares16,350 from 15,624
Change+726 (+5%)
Value$5.4M (+$923.9K)
Filed 2026-11-02
Laurion Capital Management LP
NEW
Shares16,313
Change+16,313
Value$5.4M
Filed 2026-10-30
Watershed Private Wealth LLC
INCREASED
Shares16,284 from 11,188
Change+5,096 (+46%)
Value$5.4M (+$2.2M)
Filed 2026-10-30
OAK Family Advisors, LLC
DECREASED
Shares16,282 from 20,838
Change-4,556 (-22%)
Value$5.4M (-$607.4K)
Filed 2026-10-19
Reik & Co., LLC
DECREASED
Shares16,269 from 16,849
Change-580 (-3%)
Value$5.4M (+$542.5K)
Filed 2026-10-27
Ariadne Wealth Management, LP
INCREASED
Shares16,250 from 16,019
Change+231 (+1%)
Value$5.4M (+$776.3K)
Filed 2026-11-06
MBA Advisors LLC
DECREASED
Shares16,238 from 16,283
Change-45 (0%)
Value$5.4M (+$696.0K)
Filed 2026-10-29
Jacksonville Wealth Management, LLC
DECREASED
Shares16,192 from 16,321
Change-129 (-1%)
Value$5.4M (+$669.7K)
Filed 2026-10-30
IMZ Advisory Inc
INCREASED
Shares16,165 from 16,063
Change+102 (+1%)
Value$5.4M (+$735.3K)
Filed 2026-11-03
KWB Wealth
DECREASED
Shares16,147 from 16,563
Change-416 (-3%)
Value$5.4M (+$584.8K)
Filed 2026-10-16
One Plus One Wealth Management, LLC
DECREASED
Shares16,140 from 16,183
Change-43 (0%)
Value$5.4M (+$692.2K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
DECREASED
Shares16,094 from 16,399
Change-305 (-2%)
Value$5.4M (+$614.4K)
Filed 2026-10-14
Compass Financial Group, Inc
INCREASED
Shares16,087 from 15,151
Change+936 (+6%)
Value$5.4M (+$973.2K)
Filed 2026-10-13
New Wave Wealth Advisors LLC
DECREASED
Shares16,073 from 18,307
Change-2,234 (-12%)
Value$5.5M (+$188.0K)
Filed 2026-10-19
KW Wealth Management LLC
NEW
Shares16,066
Change+16,066
Value$5.4M
Filed 2026-10-28
Grant Street Asset Management, Inc.
DECREASED
Shares16,048 from 16,268
Change-220 (-1%)
Value$5.3M (+$637.0K)
Filed 2026-10-26
Acorn Creek Capital LLC
DECREASED
Shares16,047 from 16,212
Change-165 (-1%)
Value$5.3M (+$652.8K)
Filed 2026-11-05
Kaufman Rossin Wealth, LLC
INCREASED
Shares16,043 from 12,743
Change+3,300 (+26%)
Value$5.3M (+$1.3M)
Filed 2026-10-19
Pathway Financial Advisors LLC
DECREASED
Shares16,026 from 16,200
Change-174 (-1%)
Value$5.3M (+$337.1K)
Filed 2026-10-07
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares16,005 from 16,176
Change-171 (-1%)
Value$5.3M (+$649.3K)
Filed 2026-10-26
Barry Investment Advisors, LLC
DECREASED
Shares15,972 from 18,740
Change-2,768 (-15%)
Value$5.3M (-$103.7K)
Filed 2026-10-14
Legacy CG, LLC
DECREASED
Shares15,959 from 19,617
Change-3,658 (-19%)
Value$5.3M (-$361.7K)
Filed 2026-10-30
GS Investments, Inc.
DECREASED
Shares15,948 from 16,238
Change-290 (-2%)
Value$5.3M (+$612.4K)
Filed 2026-11-05
Malaga Cove Capital, LLC
DECREASED
Shares15,948 from 16,088
Change-140 (-1%)
Value$5.3M (+$655.8K)
Filed 2026-10-23
Wrenne Financial Planning LLC
INCREASED
Shares15,929 from 15,574
Change+355 (+2%)
Value$5.3M (+$798.4K)
Filed 2026-10-30
Fortress Financial Solutions, LLC
NEW
Shares15,923
Change+15,923
Value$5.3M
Filed 2026-10-14
North Capital, Inc.
DECREASED
Shares15,918 from 17,404
Change-1,486 (-9%)
Value$5.4M (+$396.4K)
Filed 2026-10-16
DecisionMap Wealth Management, LLC
DECREASED
Shares15,908 from 16,287
Change-379 (-2%)
Value$5.3M (+$584.9K)
Filed 2026-10-29
BFI Infinity Ltd.
INCREASED
Shares15,901 from 14,548
Change+1,353 (+9%)
Value$5.3M (+$1.1M)
Filed 2026-10-16
Guerra PAN Advisors, LLC
INCREASED
Shares15,856 from 15,255
Change+601 (+4%)
Value$5.4M (+$1.0M)
Filed 2026-10-26
Gouws Capital LLC
UNCHANGED
Shares15,828 from 15,828
Change0 (0%)
Value$5.3M (+$691.1K)
Filed 2026-10-09
Cornerstone National Bank & Trust Co
INCREASED
Shares15,824 from 10,596
Change+5,228 (+49%)
Value$5.2M (+$2.1M)
Filed 2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED
Shares15,820 from 15,529
Change+291 (+2%)
Value$5.3M (+$774.7K)
Filed 2026-10-16
Argus Investors' Counsel, Inc.
INCREASED
Shares15,819 from 15,813
Change+6 (+0%)
Value$5.3M (+$692.4K)
Filed 2026-10-09
Kraematon Investment Advisors, Inc
DECREASED
Shares15,806 from 16,443
Change-637 (-4%)
Value$5.3M (+$505.6K)
Filed 2026-11-02
Karras Company, Inc.
DECREASED
Shares15,786 from 16,070
Change-284 (-2%)
Value$5.3M (+$607.1K)
Filed 2026-10-16
Smith Thornton Advisors LLC
DECREASED
Shares15,779 from 16,288
Change-509 (-3%)
Value$5.3M (+$86.6K)
Filed 2026-10-16
Paradigm Asset Management Co LLC
DECREASED
Shares15,750 from 17,446
Change-1,696 (-10%)
Value$5.2M (+$196.9K)
Filed 2026-11-05
Arnold Financial Planning LLC
DECREASED
Shares15,739 from 17,885
Change-2,146 (-12%)
Value$5.2M (+$66.2K)
Filed 2026-10-20
Tlwm
INCREASED
Shares15,730 from 15,462
Change+268 (+2%)
Value$5.2M (+$764.3K)
Filed 2026-10-09
Capstone Wealth Management Group, LLC
INCREASED
Shares15,710 from 15,549
Change+161 (+1%)
Value$4.0M (-$499.1K)
Filed 2026-11-05
Aspetuck Financial Management LLC
DECREASED
Shares15,705 from 18,010
Change-2,305 (-13%)
Value$5.2M (+$18.7K)
Filed 2026-11-04
Lifestyle Asset Management, Inc.
INCREASED
Shares15,686 from 14,539
Change+1,147 (+8%)
Value$5.2M (+$1.0M)
Filed 2026-10-20
CGC Financial Services, LLC
DECREASED
Shares15,675 from 16,119
Change-444 (-3%)
Value$5.2M (+$555.9K)
Filed 2026-10-13
Well Done, LLC
DECREASED
Shares15,603 from 16,135
Change-532 (-3%)
Value$5.2M (+$527.3K)
Filed 2026-10-20
Meridian Management Co
DECREASED
Shares15,601 from 16,312
Change-711 (-4%)
Value$5.2M (+$475.5K)
Filed 2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares15,578 from 16,585
Change-1,007 (-6%)
Value$5.2M (+$389.0K)
Filed 2026-10-14
Piedmont Capital Management, LLC
INCREASED
Shares15,542 from 15,409
Change+133 (+1%)
Value$5.2M (+$717.0K)
Filed 2026-10-21
Ferguson Shapiro LLC
DECREASED
Shares15,515 from 16,621
Change-1,106 (-7%)
Value$5.2M (+$357.5K)
Filed 2026-10-16
Smith Partners Wealth Management, LLC
INCREASED
Shares15,428 from 13,190
Change+2,238 (+17%)
Value$5.1M (+$1.3M)
Filed 2026-11-05
Monetary Solutions, Ltd
DECREASED
Shares15,422 from 15,482
Change-60 (0%)
Value$5.1M (+$656.0K)
Filed 2026-10-22
August Group Capital Ltd
INCREASED
Shares15,408 from 15,359
Change+49 (+0%)
Value$5.1M (+$686.9K)
Filed 2026-10-14
Donalies Financial Planning, LLC
DECREASED
Shares15,360 from 15,451
Change-91 (-1%)
Value$5.1M (+$644.2K)
Filed 2026-10-19
Redmond Asset Management, LLC
DECREASED
Shares15,321 from 15,962
Change-641 (-4%)
Value$5.1M (+$483.6K)
Filed 2026-10-27
Carbahal Olsen Financial Services Group, LLC
DECREASED
Shares15,319 from 15,656
Change-337 (-2%)
Value$5.1M (+$571.0K)
Filed 2026-11-05
Wiser Wealth Management, Inc
INCREASED
Shares15,316 from 13,967
Change+1,349 (+10%)
Value$5.1M (+$1.1M)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
INCREASED
Shares15,250 from 15,244
Change+6 (+0%)
Value$5.1M (+$667.6K)
Filed 2026-10-23
Aspen Wealth Management LLC
INCREASED
Shares15,239 from 13,945
Change+1,294 (+9%)
Value$5.1M (+$1.0M)
Filed 2026-10-14
NBZ Investment Advisors LLC
DECREASED
Shares15,217 from 15,287
Change-70 (0%)
Value$5.1M (+$644.2K)
Filed 2026-10-30
Camden National Bank
DECREASED
Shares15,208 from 15,448
Change-240 (-2%)
Value$5.1M (+$594.5K)
Filed 2026-11-02
Murphy Pohlad Asset Management LLC
DECREASED
Shares15,169 from 15,394
Change-225 (-1%)
Value$5.1M (+$597.2K)
Filed 2026-10-22
RM Financial Services, LLC
DECREASED
Shares15,158 from 15,189
Change-31 (0%)
Value$5.0M (+$652.8K)
Filed 2026-11-03
Silphium Asset Management Ltd
DECREASED
Shares15,090 from 19,160
Change-4,070 (-21%)
Value$5.0M (-$518.9K)
Filed 2026-10-27
Burkett Financial Services, LLC
INCREASED
Shares15,078 from 14,000
Change+1,078 (+8%)
Value$5.0M (+$970.1K)
Filed 2026-10-01
Pacific Asset Management, LLC
INCREASED
Shares15,044 from 9,005
Change+6,039 (+67%)
Value$5.0M (+$2.4M)
Filed 2026-10-15
Matrix Trust Co
INCREASED
Shares15,029 from 14,478
Change+551 (+4%)
Value$5.0M (+$816.0K)
Filed 2026-10-07
Kelly Financial Services LLC
INCREASED
Shares15,019 from 14,919
Change+100 (+1%)
Value$5.0M (+$684.8K)
Filed 2026-10-20
John G Ullman & Associates Inc
INCREASED
Shares15,010 from 14,507
Change+503 (+3%)
Value$5.0M (+$800.9K)
Filed 2026-11-04
Clientfirst Wealth Management, LLC
UNCHANGED
Shares15,002 from 15,002
Change0 (0%)
Value$5.0M (+$655.0K)
Filed 2026-11-04
MN Wealth Advisors, LLC
INCREASED
Shares14,965 from 14,506
Change+459 (+3%)
Value$5.0M (+$786.2K)
Filed 2026-10-23
Measured Risk Portfolios, Inc.
DECREASED
Shares14,945 from 15,433
Change-488 (-3%)
Value$5.0M (+$511.1K)
Filed 2026-10-21
Sicart Associates LLC
UNCHANGED
Shares14,923 from 14,923
Change0 (0%)
Value$5.1M (+$807.3K)
Filed 2026-10-29
Diesslin Group, Inc.
DECREASED
Shares14,921 from 14,993
Change-72 (0%)
Value$5.0M (+$630.5K)
Filed 2026-10-14
Cpwa, LLC
INCREASED
Shares14,898 from 14,884
Change+14 (+0%)
Value$5.1M (+$773.0K)
Filed 2026-11-04
Scheeler Financial LLC
NEW
Shares14,892
Change+14,892
Value$5.0M
Filed 2026-10-13
A&I Financial Services, LLC
INCREASED
Shares14,852 from 14,841
Change+11 (+0%)
Value$4.9M (+$651.6K)
Filed 2026-10-15
Forza Wealth Management, LLC
INCREASED
Shares14,844 from 13,156
Change+1,688 (+13%)
Value$4.9M (+$1.1M)
Filed 2026-10-20
Clear Point Advisors Inc.
INCREASED
Shares14,839 from 14,786
Change+53 (+0%)
Value$4.9M (+$663.2K)
Filed 2026-10-30
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares14,835 from 15,337
Change-502 (-3%)
Value$4.9M (+$502.5K)
Filed 2026-10-16
Center for Wealth Management Advisory
DECREASED
Shares14,793 from 15,603
Change-810 (-5%)
Value$4.9M (+$411.2K)
Filed 2026-10-23
Strong Retirement Solutions LLC
DECREASED
Shares14,723 from 15,294
Change-571 (-4%)
Value$4.9M (+$477.6K)
Filed 2026-10-07
Investment Insight Wealth Management, LLC
DECREASED
Shares14,715 from 14,756
Change-41 (0%)
Value$4.9M (+$630.4K)
Filed 2026-10-30
Decision Investments, Inc
INCREASED
Shares14,704 from 14,670
Change+34 (+0%)
Value$4.9M (+$651.8K)
Filed 2026-10-07
Three Magnolias Financial Advisors, LLC
DECREASED
Shares14,691 from 18,246
Change-3,555 (-19%)
Value$4.9M (-$387.3K)
Filed 2026-10-14
Towerpoint Wealth, LLC
DECREASED
Shares14,684 from 15,426
Change-742 (-5%)
Value$4.9M (+$426.2K)
Filed 2026-10-13
Prudent Man Investment Management, Inc.
INCREASED
Shares14,666 from 14,286
Change+380 (+3%)
Value$4.9M (+$1.0M)
Filed 2026-11-03
Legal Advantage Investments, Inc.
UNCHANGED
Shares14,664 from 14,664
Change0 (0%)
Value$4.9M (+$640.2K)
Filed 2026-10-13
Client 1ST Advisory Group, LLC
DECREASED
Shares14,659 from 14,781
Change-122 (-1%)
Value$4.9M (+$604.7K)
Filed 2026-10-19
MinichMacGregor Wealth Management, LLC
INCREASED
Shares14,627 from 13,828
Change+799 (+6%)
Value$4.9M (+$869.9K)
Filed 2026-10-14
MRA Advisory Group
DECREASED
Shares14,618 from 14,993
Change-375 (-2%)
Value$4.9M (+$529.6K)
Filed 2026-10-07
CPA Asset Management Group, LLC
DECREASED
Shares14,608 from 15,897
Change-1,289 (-8%)
Value$4.9M (+$264.5K)
Filed 2026-10-26
Selby Wealth Management, LLC
DECREASED
Shares14,586 from 15,531
Change-945 (-6%)
Value$4.9M (+$363.4K)
Filed 2026-10-16
Palatine Hill Wealth Management, LLC
INCREASED
Shares14,584 from 14,572
Change+12 (+0%)
Value$4.9M (+$640.6K)
Filed 2026-11-03
Werlinich Asset Management, LLC
UNCHANGED
Shares14,580 from 14,580
Change0 (0%)
Value$4.9M (+$636.6K)
Filed 2026-10-09
Mccarter Private Wealth Services LLC
DECREASED
Shares14,553 from 14,755
Change-202 (-1%)
Value$4.8M (+$577.0K)
Filed 2026-10-22
Single Point Partners, LLC
DECREASED
Shares14,539 from 14,747
Change-208 (-1%)
Value$4.8M (+$574.6K)
Filed 2026-10-19
Kellett Wealth Advisors, LLC
DECREASED
Shares14,509 from 14,658
Change-149 (-1%)
Value$4.8M (+$590.1K)
Filed 2026-10-15
Baer Investment Advisory LLC
DECREASED
Shares14,482 from 15,029
Change-547 (-4%)
Value$4.8M (+$598.4K)
Filed 2026-10-13
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares14,476 from 13,304
Change+1,172 (+9%)
Value$4.8M (+$971.3K)
Filed 2026-11-02
Cap Partners, LLC
DECREASED
Shares14,434 from 14,619
Change-185 (-1%)
Value$4.8M (+$576.6K)
Filed 2026-10-19
Granite Group Advisors, LLC
DECREASED
Shares14,421 from 15,082
Change-661 (-4%)
Value$4.8M (+$438.3K)
Filed 2026-10-14
Capital Squared Financial LLC
DECREASED
Shares14,407 from 14,468
Change-61 (0%)
Value$4.8M (+$611.2K)
Filed 2026-10-30
Invenio Wealth Partners LLC
DECREASED
Shares14,399 from 14,443
Change-44 (0%)
Value$4.8M (+$615.9K)
Filed 2026-10-20
AdviceOne Advisory Services, LLC
DECREASED
Shares14,380 from 14,638
Change-258 (-2%)
Value$4.8M (+$553.1K)
Filed 2026-10-19
Epiq Partners, LLC
DECREASED
Shares14,324 from 14,766
Change-442 (-3%)
Value$4.8M (+$497.5K)
Filed 2026-10-07
Focus Wealth Advisors, LLC
DECREASED
Shares14,302 from 14,558
Change-256 (-2%)
Value$4.8M (+$550.3K)
Filed 2026-10-14
Shepherd Street Advisors LLC
DECREASED
Shares14,301 from 14,339
Change-38 (0%)
Value$4.8M (+$118.3K)
Filed 2026-10-21
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares14,257 from 14,852
Change-595 (-4%)
Value$4.7M (+$450.3K)
Filed 2026-10-16
Mendel Money Management
DECREASED
Shares14,212 from 14,873
Change-661 (-4%)
Value$4.7M (+$429.2K)
Filed 2026-11-02
Legacy Wealth Partners, LLC
DECREASED
Shares14,206 from 14,289
Change-83 (-1%)
Value$4.7M (+$596.1K)
Filed 2026-10-15
MMA Asset Management LLC
INCREASED
Shares14,204 from 11,446
Change+2,758 (+24%)
Value$4.7M (+$1.4M)
Filed 2026-11-02
Eagle Harbor Asset Management Inc
DECREASED
Shares14,191 from 14,238
Change-47 (0%)
Value$4.7M (+$606.0K)
Filed 2026-10-21
Park Edge Advisors, LLC
INCREASED
Shares14,149 from 13,603
Change+546 (+4%)
Value$4.7M (+$775.9K)
Filed 2026-10-28
Williams & Novak Wealth Management, LLC
INCREASED
Shares14,123 from 12,792
Change+1,331 (+10%)
Value$4.7M (+$1.0M)
Filed 2026-10-09
First City Capital Management, Inc.
DECREASED
Shares14,114 from 14,359
Change-245 (-2%)
Value$4.7M (+$545.4K)
Filed 2026-10-27
Cherrydale Wealth Management, LLC
INCREASED
Shares14,101 from 14,041
Change+60 (+0%)
Value$4.7M (+$632.6K)
Filed 2026-10-20
Nestegg Advisors, Inc.
INCREASED
Shares14,100 from 14,052
Change+48 (+0%)
Value$4.7M (+$629.5K)
Filed 2026-10-21
Gill Capital Partners, LLC
INCREASED
Shares14,099 from 14,002
Change+97 (+1%)
Value$4.7M (+$643.4K)
Filed 2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED
Shares14,087 from 14,395
Change-308 (-2%)
Value$4.7M (+$526.0K)
Filed 2026-10-13
Financial Solutions Advisory Group, Inc.
INCREASED
Shares14,071 from 13,367
Change+704 (+5%)
Value$4.8M (+$606.1K)
Filed 2026-10-28
Fortune 45 LLC
INCREASED
Shares14,032 from 13,447
Change+585 (+4%)
Value$4.7M (+$781.5K)
Filed 2026-10-14
Rayburn West Financial Services LLC
INCREASED
Shares14,025 from 13,935
Change+90 (+1%)
Value$4.7M (+$638.4K)
Filed 2026-11-03
Catalyst Private Wealth, LLC
INCREASED
Shares14,024 from 12,846
Change+1,178 (+9%)
Value$4.7M (+$953.1K)
Filed 2026-10-13
Portfolio Strategies, Inc.
DECREASED
Shares13,998 from 14,130
Change-132 (-1%)
Value$4.7M (+$573.0K)
Filed 2026-11-06
Mraz, Amerine & Associates, Inc.
DECREASED
Shares13,997 from 14,285
Change-288 (-2%)
Value$4.7M (+$527.8K)
Filed 2026-10-30
Canandaigua National Trust Co of Florida
NEW
Shares13,991
Change+13,991
Value$4.7M
Filed 2026-10-07
Flower City Capital
DECREASED
Shares13,989 from 14,034
Change-45 (0%)
Value$4.7M (+$597.8K)
Filed 2026-10-15
Total Wealth Planning & Management, Inc.
DECREASED
Shares13,986 from 15,186
Change-1,200 (-8%)
Value$4.7M (+$263.2K)
Filed 2026-10-23
Master's Wealth Management Inc.
INCREASED
Shares13,969 from 13,583
Change+386 (+3%)
Value$4.7M (+$721.9K)
Filed 2026-10-22
KG Capital Management
DECREASED
Shares13,958 from 14,511
Change-553 (-4%)
Value$4.6M (+$449.4K)
Filed 2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares13,957 from 13,871
Change+86 (+1%)
Value$4.6M (+$634.1K)
Filed 2026-10-28
Powell Investment Advisors, LLC
DECREASED
Shares13,931 from 14,199
Change-268 (-2%)
Value$4.6M (+$530.7K)
Filed 2026-10-22
HMS Capital Management, LLC
INCREASED
Shares13,899 from 13,804
Change+95 (+1%)
Value$4.6M (+$634.6K)
Filed 2026-10-20
Financial & Tax Architects, LLC
DECREASED
Shares13,890 from 15,929
Change-2,039 (-13%)
Value$4.6M (+$16.4K)
Filed 2026-10-15
Shrier Wealth Management, LLC
DECREASED
Shares13,890 from 13,923
Change-33 (0%)
Value$4.6M (+$597.1K)
Filed 2026-10-20
WealthTrust Asset Management, LLC
DECREASED
Shares13,875 from 17,620
Change-3,745 (-21%)
Value$4.6M (-$477.8K)
Filed 2026-10-22
Proathlete Wealth Management LLC
INCREASED
Shares13,865 from 4,489
Change+9,376 (+209%)
Value$4.6M (+$3.3M)
Filed 2026-10-15
Autumn Glory Partners, LLC
INCREASED
Shares13,843 from 13,796
Change+47 (+0%)
Value$4.6M (+$618.0K)
Filed 2026-10-26
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares13,805 from 18,624
Change-4,819 (-26%)
Value$4.6M (-$791.8K)
Filed 2026-10-26
Entrewealth, LLC
INCREASED
Shares13,803 from 12,883
Change+920 (+7%)
Value$4.6M (+$571.8K)
Filed 2026-10-14
Washburn Capital Management, Inc.
INCREASED
Shares13,800 from 11,745
Change+2,055 (+18%)
Value$4.6M (+$1.2M)
Filed 2026-10-19
Avondale Wealth Management
DECREASED
Shares13,796 from 14,885
Change-1,089 (-7%)
Value$4.6M (+$287.2K)
Filed 2026-10-15
Foundation Wealth Management, LLC
INCREASED
Shares13,794 from 13,048
Change+746 (+6%)
Value$4.6M (+$818.4K)
Filed 2026-10-22
Northern Capital Management, Inc.
DECREASED
Shares13,772 from 13,813
Change-41 (0%)
Value$4.6M (+$589.0K)
Filed 2026-11-05
Sensible Money, LLC
DECREASED
Shares13,740 from 13,993
Change-253 (-2%)
Value$4.6M (+$526.5K)
Filed 2026-10-20
Peoples Bank
DECREASED
Shares13,726 from 14,951
Change-1,225 (-8%)
Value$4.6M (+$244.8K)
Filed 2026-10-09
Parkshore Wealth Management, Inc.
DECREASED
Shares13,722 from 38,406
Change-24,684 (-64%)
Value$4.6M (-$6.5M)
Filed 2026-10-13
Innovative Advisory Group, LLC
DECREASED
Shares13,697 from 13,749
Change-52 (0%)
Value$4.6M (+$583.0K)
Filed 2026-10-13
Sterling Group Wealth Management, LLC
DECREASED
Shares13,691 from 16,960
Change-3,269 (-19%)
Value$4.6M (-$348.1K)
Filed 2026-11-03
Smart Wealth LLC
DECREASED
Shares13,671 from 13,782
Change-111 (-1%)
Value$4.6M (+$564.9K)
Filed 2026-11-04
Omni 360 Wealth, Inc.
INCREASED
Shares13,662 from 11,648
Change+2,014 (+17%)
Value$4.5M (+$1.2M)
Filed 2026-10-13
Brooklyn FI, LLC
INCREASED
Shares13,656 from 4,709
Change+8,947 (+190%)
Value$4.8M (+$3.2M)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares13,621 from 24,145
Change-10,524 (-44%)
Value$4.6M (-$2.4M)
Filed 2026-10-27
RMG Wealth Management LLC
INCREASED
Shares13,549 from 13,397
Change+152 (+1%)
Value$4.7M (+$639.4K)
Filed 2026-10-26
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares13,487 from 13,407
Change+80 (+1%)
Value$4.5M (+$612.0K)
Filed 2026-10-27
Global Trust Wealth Management LLC
INCREASED
Shares13,483 from 10,787
Change+2,696 (+25%)
Value$4.5M (+$1.4M)
Filed 2026-10-14
Dodds Wealth, LLC
INCREASED
Shares13,450 from 13,386
Change+64 (+0%)
Value$4.5M (+$605.8K)
Filed 2026-11-02
Curtis Advisory Group, LLC
DECREASED
Shares13,449 from 13,563
Change-114 (-1%)
Value$4.5M (+$554.2K)
Filed 2026-10-28
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares13,437 from 13,570
Change-133 (-1%)
Value$4.5M (+$548.2K)
Filed 2026-11-03
Orin Green Financial, LLC
DECREASED
Shares13,423 from 13,684
Change-261 (-2%)
Value$4.5M (+$510.6K)
Filed 2026-10-19
Peterson Wealth Advisors, LLC
DECREASED
Shares13,411 from 13,414
Change-3 (0%)
Value$4.5M (+$584.8K)
Filed 2026-10-08
Parrish Capital LLC
DECREASED
Shares13,410 from 13,956
Change-546 (-4%)
Value$4.5M (+$427.5K)
Filed 2026-10-01
Macroview Investment Management LLC
INCREASED
Shares13,391 from 13,197
Change+194 (+1%)
Value$4.5M (+$640.9K)
Filed 2026-10-26
Midwest Professional Planners, Ltd.
DECREASED
Shares13,385 from 13,457
Change-72 (-1%)
Value$4.5M (+$563.7K)
Filed 2026-10-29
ADE, LLC
DECREASED
Shares13,373 from 13,416
Change-43 (0%)
Value$4.5M (+$571.4K)
Filed 2026-10-29
Roxbury Financial LLC
INCREASED
Shares13,370 from 13,138
Change+232 (+2%)
Value$4.5M (+$650.6K)
Filed 2026-10-01
Bright Futures Wealth Management, Llc.
DECREASED
Shares13,349 from 13,651
Change-302 (-2%)
Value$4.4M (+$495.6K)
Filed 2026-10-23
Carlson Financial, Inc.
DECREASED
Shares13,343 from 13,386
Change-43 (0%)
Value$4.4M (+$568.2K)
Filed 2026-11-05
OFS Enterprise LLC
INCREASED
Shares13,332 from 13,276
Change+56 (+0%)
Value$4.4M (+$598.4K)
Filed 2026-10-16
Guidance Capital, Inc
DECREASED
Shares13,330 from 15,579
Change-2,249 (-14%)
Value$4.5M (-$682.2K)
Filed 2026-11-03
Wealth Forward, LLC
INCREASED
Shares13,327 from 13,292
Change+35 (+0%)
Value$4.4M (+$592.0K)
Filed 2026-10-14
Capstone Wealth Management, LLC
INCREASED
Shares13,311 from 12,372
Change+939 (+8%)
Value$4.4M (+$852.8K)
Filed 2026-11-02
WMS Group LLC
DECREASED
Shares13,309 from 13,603
Change-294 (-2%)
Value$4.4M (+$496.0K)
Filed 2026-11-06
WealthCare Investment Partners, LLC
DECREASED
Shares13,303 from 13,737
Change-434 (-3%)
Value$4.4M (+$455.2K)
Filed 2026-11-05
Capital Square, LLC
DECREASED
Shares13,303 from 13,324
Change-21 (0%)
Value$4.4M (+$228.9K)
Filed 2026-10-19
Fenimore Asset Management Inc
UNCHANGED
Shares13,296 from 13,296
Change0 (0%)
Value$4.4M (+$580.5K)
Filed 2026-10-08
Align Financial, LLC
DECREASED
Shares13,271 from 13,704
Change-433 (-3%)
Value$4.4M (+$454.1K)
Filed 2026-10-16
Capitol Family Office, Inc.
INCREASED
Shares13,249 from 12,385
Change+864 (+7%)
Value$4.4M (+$828.5K)
Filed 2026-10-13
Wealthcare Capital Partners, LLC
INCREASED
Shares13,236 from 13,171
Change+65 (+0%)
Value$4.4M (+$596.6K)
Filed 2026-10-21
Tectonic Advisors LLC
INCREASED
Shares13,228 from 13,016
Change+212 (+2%)
Value$4.4M (+$638.9K)
Filed 2026-10-22
Kondo Wealth Advisors, Inc.
INCREASED
Shares13,224 from 13,171
Change+53 (+0%)
Value$4.4M (+$593.0K)
Filed 2026-10-19
Mountain Pacific Investment Advisers LLC
INCREASED
Shares13,223 from 13,048
Change+175 (+1%)
Value$4.4M (+$627.9K)
Filed 2026-10-29
Carmel Capital Partners, LLC
INCREASED
Shares13,212 from 12,256
Change+956 (+8%)
Value$4.4M (+$853.4K)
Filed 2026-11-03
RCS Financial Planning, LLC
DECREASED
Shares13,169 from 13,374
Change-205 (-2%)
Value$4.4M (+$515.6K)
Filed 2026-10-14
Valued Retirements, Inc.
DECREASED
Shares13,168 from 14,067
Change-899 (-6%)
Value$4.4M (+$314.6K)
Filed 2026-11-06
Global Wealth Strategies & Associates
INCREASED
Shares13,166 from 11,051
Change+2,115 (+19%)
Value$4.4M (+$1.2M)
Filed 2026-10-02
Power Wealth Management LLC
INCREASED
Shares13,093 from 12,831
Change+262 (+2%)
Value$4.4M (+$647.3K)
Filed 2026-10-27
Entruity Wealth, LLC
DECREASED
Shares13,090 from 13,384
Change-294 (-2%)
Value$4.4M (+$486.6K)
Filed 2026-11-06
TRB Advisors LP
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$4.3M (+$567.6K)
Filed 2026-11-03
Vilga Financial Planning LLC
DECREASED
Shares12,998 from 13,245
Change-247 (-2%)
Value$4.3M (+$496.0K)
Filed 2026-10-09
Lakeshore Capital Group, Inc.
INCREASED
Shares12,977 from 12,239
Change+738 (+6%)
Value$4.3M (+$780.3K)
Filed 2026-10-20
Guild Investment Management, Inc.
DECREASED
Shares12,962 from 12,972
Change-10 (0%)
Value$4.3M (+$563.0K)
Filed 2026-11-03
Townsend & Associates, Inc
INCREASED
Shares12,956 from 12,621
Change+335 (+3%)
Value$4.5M (+$328.3K)
Filed 2026-10-23
Pathway Wealth Management LLC
UNCHANGED
Shares12,950 from 12,950
Change0 (0%)
Value$4.3M (+$565.4K)
Filed 2026-10-19
Paragon Capital Management Ltd
DECREASED
Shares12,945 from 13,242
Change-297 (-2%)
Value$4.3M (+$479.0K)
Filed 2026-10-09
Main Street Group, LTD
INCREASED
Shares12,941 from 12,876
Change+65 (+1%)
Value$4.3M (+$583.8K)
Filed 2026-10-28
Miller Financial Services LLC
DECREASED
Shares12,909 from 13,062
Change-153 (-1%)
Value$4.3M (+$519.4K)
Filed 2026-10-20
Seven Hills Financial, LLC
NEW
Shares12,883
Change+12,883
Value$4.3M
Filed 2026-10-13
Wetzel Investment Advisors, Inc.
DECREASED
Shares12,844 from 13,265
Change-421 (-3%)
Value$4.3M (+$439.0K)
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares12,834 from 12,297
Change+537 (+4%)
Value$4.3M (+$715.8K)
Filed 2026-10-27
Terra Nova Asset Management LLC
INCREASED
Shares12,829 from 11,898
Change+931 (+8%)
Value$4.3M (+$829.3K)
Filed 2026-10-13
Atala Financial Inc
INCREASED
Shares12,821 from 11,272
Change+1,549 (+14%)
Value$4.3M (+$1.0M)
Filed 2026-10-22
Bank & Trust Co
INCREASED
Shares12,812 from 12,810
Change+2 (+0%)
Value$4.3M (+$560.0K)
Filed 2026-10-07
Summa Corp.
INCREASED
Shares12,806 from 12,060
Change+746 (+6%)
Value$4.3M (+$775.0K)
Filed 2026-10-30
Accelerate Investment Advisors LLC
DECREASED
Shares12,804 from 14,712
Change-1,908 (-13%)
Value$4.3M (+$6.8K)
Filed 2026-11-02
MKT Advisors LLC
DECREASED
Shares12,793 from 13,676
Change-883 (-6%)
Value$4.4M (+$106.6K)
Filed 2026-10-20
Bullock Wealth Management Group
INCREASED
Shares12,786 from 12,782
Change+4 (+0%)
Value$4.2M (+$460.6K)
Filed 2026-10-09
Altrius Capital Management Inc
INCREASED
Shares12,785 from 6,072
Change+6,713 (+111%)
Value$4.3M (+$2.5M)
Filed 2026-11-05
Weinberger Asset Management, Inc
INCREASED
Shares12,783 from 12,598
Change+185 (+1%)
Value$4.3M (+$365.4K)
Filed 2026-10-28
Cannon Advisors, Inc.
INCREASED
Shares12,770 from 12,392
Change+378 (+3%)
Value$4.4M (+$456.3K)
Filed 2026-10-14
Greater Midwest Financial Group, LLC
INCREASED
Shares12,750 from 12,731
Change+19 (+0%)
Value$4.2M (+$562.1K)
Filed 2026-10-13
J. Team Financial, Inc.
INCREASED
Shares12,749 from 12,734
Change+15 (+0%)
Value$4.2M (+$560.7K)
Filed 2026-11-03
Guardian Financial Partners, LLC
INCREASED
Shares12,719 from 12,496
Change+223 (+2%)
Value$4.2M (+$620.1K)
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
DECREASED
Shares12,696 from 12,773
Change-77 (-1%)
Value$4.2M (+$532.0K)
Filed 2026-10-15
PTM Wealth Management, LLC
DECREASED
Shares12,662 from 12,735
Change-73 (-1%)
Value$4.2M (-$16.7K)
Filed 2026-10-23
Smith Asset Management Co., LLC
DECREASED
Shares12,626 from 13,293
Change-667 (-5%)
Value$4.2M (+$358.2K)
Filed 2026-10-16
Ulland Investment Advisors, LLC
DECREASED
Shares12,615 from 12,751
Change-136 (-1%)
Value$4.2M (+$511.0K)
Filed 2026-10-13
Kachkovsky & Fisher, Inc.
INCREASED
Shares12,609 from 12,595
Change+14 (+0%)
Value$4.2M (+$554.6K)
Filed 2026-10-21
Skyline Advisors, Inc.
DECREASED
Shares12,598 from 12,886
Change-288 (-2%)
Value$4.2M (+$466.7K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
INCREASED
Shares12,597 from 12,119
Change+478 (+4%)
Value$4.2M (+$688.3K)
Filed 2026-10-26
Gilpin Wealth Management, LLC
INCREASED
Shares12,590 from 11,586
Change+1,004 (+9%)
Value$4.2M (+$840.2K)
Filed 2026-10-09
Financial Symmetry Inc
DECREASED
Shares12,520 from 12,525
Change-5 (0%)
Value$4.2M (+$545.2K)
Filed 2026-10-06
Veery Capital, LLC
DECREASED
Shares12,513 from 12,886
Change-373 (-3%)
Value$4.2M (+$438.5K)
Filed 2026-10-07
Verde Capital Management
DECREASED
Shares12,509 from 15,743
Change-3,234 (-21%)
Value$4.2M (-$389.5K)
Filed 2026-10-28
Value Investment Professionals, LLC
INCREASED
Shares12,507 from 12,486
Change+21 (+0%)
Value$4.2M (+$552.0K)
Filed 2026-10-13
Voisard Asset Management Group, Inc.
INCREASED
Shares12,503 from 11,397
Change+1,106 (+10%)
Value$4.2M (+$865.8K)
Filed 2026-10-13
BlueSky Wealth Advisors, LLC
INCREASED
Shares12,489 from 11,188
Change+1,301 (+12%)
Value$4.2M (+$921.7K)
Filed 2026-10-29
Instrumental Wealth, LLC
INCREASED
Shares12,485 from 12,259
Change+226 (+2%)
Value$4.2M (+$610.4K)
Filed 2026-10-20
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares12,478 from 12,525
Change-47 (0%)
Value$4.2M (+$531.0K)
Filed 2026-11-03
True Link Financial Advisors, LLC
INCREASED
Shares12,418 from 4,279
Change+8,139 (+190%)
Value$4.1M (+$2.9M)
Filed 2026-10-27
Paladin Partners, LLC
INCREASED
Shares12,404 from 12,402
Change+2 (+0%)
Value$4.1M (+$541.9K)
Filed 2026-10-06
Alessandra Capital Management, LLC
DECREASED
Shares12,402 from 13,129
Change-727 (-6%)
Value$4.1M (+$331.1K)
Filed 2026-10-30
Lattice Capital Management, LLC
DECREASED
Shares12,400 from 32,400
Change-20,000 (-62%)
Value$4.1M (-$5.2M)
Filed 2026-11-03
Apex Wealth Management, LLC
INCREASED
Shares12,378 from 12,316
Change+62 (+1%)
Value$4.1M (+$558.1K)
Filed 2026-10-20
Redwood Park Advisors LLC
INCREASED
Shares12,359 from 11,749
Change+610 (+5%)
Value$4.1M (+$716.1K)
Filed 2026-11-02
Jefferson Bridge Capital, LLC
UNCHANGED
Shares12,314 from 12,314
Change0 (0%)
Value$4.1M (+$537.6K)
Filed 2026-11-06
Invested Advisors
DECREASED
Shares12,295 from 12,473
Change-178 (-1%)
Value$4.1M (+$485.3K)
Filed 2026-10-23
Elm3 Financial Group, LLC
DECREASED
Shares12,292 from 12,657
Change-365 (-3%)
Value$4.1M (+$431.0K)
Filed 2026-10-07
Rational Advisors, Inc.
DECREASED
Shares12,290 from 15,510
Change-3,220 (-21%)
Value$4.1M (-$395.2K)
Filed 2026-11-02
Sard Wealth Management Group, LLC
INCREASED
Shares12,284 from 11,839
Change+445 (+4%)
Value$4.1M (+$665.1K)
Filed 2026-10-16
Hofer & Associates. Inc
DECREASED
Shares12,276 from 22,455
Change-10,179 (-45%)
Value$4.1M (-$2.4M)
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares12,276 from 11,945
Change+331 (+3%)
Value$4.1M (+$631.7K)
Filed 2026-10-14
Droms Strauss Advisors Inc
DECREASED
Shares12,276 from 12,327
Change-51 (0%)
Value$4.1M (+$521.3K)
Filed 2026-11-03
AXS Investments LLC
INCREASED
Shares12,223 from 11,458
Change+765 (+7%)
Value$4.1M (+$755.0K)
Filed 2026-11-04
Keener Financial Planning LLC
INCREASED
Shares12,213 from 11,303
Change+910 (+8%)
Value$4.1M (+$797.2K)
Filed 2026-11-06
Elevated Private Wealth, LLC
DECREASED
Shares12,199 from 12,315
Change-116 (-1%)
Value$4.1M (+$499.1K)
Filed 2026-10-15
Baring Financial LLC
INCREASED
Shares12,162 from 11,181
Change+981 (+9%)
Value$4.1M (+$814.8K)
Filed 2026-10-07
Amitell Capital Pte Ltd
UNCHANGED
Shares12,153 from 12,153
Change0 (0%)
Value$4.0M (+$530.6K)
Filed 2026-11-02
DeLarme Wealth Management, Inc.
INCREASED
Shares12,142 from 11,830
Change+312 (+3%)
Value$4.0M (+$620.4K)
Filed 2026-10-30
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares12,126 from 12,246
Change-120 (-1%)
Value$4.0M (+$494.7K)
Filed 2026-11-02
Shayne & Jacobs, LLC
INCREASED
Shares12,067 from 12,066
Change+1 (+0%)
Value$4.0M (+$527.1K)
Filed 2026-10-21
Eads & Heald Wealth Management
DECREASED
Shares12,065 from 12,560
Change-495 (-4%)
Value$4.0M (+$383.5K)
Filed 2026-10-29
Certior Financial Group, LLC
DECREASED
Shares12,057 from 12,119
Change-62 (-1%)
Value$4.0M (+$508.5K)
Filed 2026-10-19
Briaud Financial Planning Inc
INCREASED
Shares12,047 from 11,605
Change+442 (+4%)
Value$4.0M (+$653.9K)
Filed 2026-10-20
St. Louis Financial Planners Asset Management, LLC
INCREASED
Shares12,025 from 11,831
Change+194 (+2%)
Value$4.0M (+$332.6K)
Filed 2026-10-16
Defined Wealth Management, LLC
INCREASED
Shares12,015 from 11,897
Change+118 (+1%)
Value$4.0M (+$558.7K)
Filed 2026-10-19
Sherman Asset Management, Inc.
DECREASED
Shares11,981 from 12,591
Change-610 (-5%)
Value$4.0M (+$346.6K)
Filed 2026-11-05
Stonehearth Capital Management, LLC
DECREASED
Shares11,965 from 11,977
Change-12 (0%)
Value$4.0M (+$519.0K)
Filed 2026-10-13
Sidoxia Capital Management, LLC
INCREASED
Shares11,958 from 11,681
Change+277 (+2%)
Value$4.0M (+$602.3K)
Filed 2026-10-28
QP Wealth Management, LLC
DECREASED
Shares11,953 from 12,140
Change-187 (-2%)
Value$4.0M (+$467.8K)
Filed 2026-10-20
Tributary Capital Management, LLC
DECREASED
Shares11,952 from 12,702
Change-750 (-6%)
Value$4.0M (+$304.8K)
Filed 2026-10-28
Collective Family Office LLC
DECREASED
Shares11,944 from 12,144
Change-200 (-2%)
Value$4.0M (+$463.6K)
Filed 2026-10-05
Rhodes Investment Advisors Inc
INCREASED
Shares11,943 from 11,902
Change+41 (+0%)
Value$4.0M (+$533.3K)
Filed 2026-10-07
R. W. Roge & Company, Inc.
INCREASED
Shares11,937 from 10,570
Change+1,367 (+13%)
Value$4.0M (+$917.0K)
Filed 2026-11-04
Schorn Wealth LLC
DECREASED
Shares11,932 from 11,938
Change-6 (0%)
Value$4.0M (+$519.3K)
Filed 2026-10-14
Sterling Manor Financial, LLC
NEW
Shares11,913
Change+11,913
Value$4.0M
Filed 2026-10-21
Trace Wealth Advisors, LLC
DECREASED
Shares11,909 from 17,647
Change-5,738 (-33%)
Value$4.0M (-$1.1M)
Filed 2026-10-30
Harvey Investment Co LLC
INCREASED
Shares11,907 from 10,967
Change+940 (+9%)
Value$4.0M (+$792.0K)
Filed 2026-10-20
Manuka Financial, LLC
DECREASED
Shares11,892 from 11,899
Change-7 (0%)
Value$4.0M (+$517.1K)
Filed 2026-10-16
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares11,880 from 10,812
Change+1,068 (+10%)
Value$4.0M (+$827.6K)
Filed 2026-10-15
GEM Asset Management, LLC
DECREASED
Shares11,865 from 15,294
Change-3,429 (-22%)
Value$4.0M (-$474.0K)
Filed 2026-10-13
Richwood Investment Advisors, LLC
INCREASED
Shares11,851 from 11,113
Change+738 (+7%)
Value$3.9M (+$731.0K)
Filed 2026-10-30
Leibman Financial Services, Inc.
DECREASED
Shares11,851 from 12,076
Change-225 (-2%)
Value$3.9M (+$452.5K)
Filed 2026-10-13
RED Cedar Investment Management, LLC
UNCHANGED
Shares11,843 from 11,843
Change0 (0%)
Value$3.9M (+$517.1K)
Filed 2026-11-04
Intelligent Financial Strategies
INCREASED
Shares11,827 from 11,750
Change+77 (+1%)
Value$3.9M (+$538.7K)
Filed 2026-10-16
Kennicott Capital Management LLC
UNCHANGED
Shares11,808 from 11,808
Change0 (0%)
Value$3.9M (+$515.5K)
Filed 2026-10-16
Solutions 4 Wealth, Ltd
DECREASED
Shares11,796 from 11,878
Change-82 (-1%)
Value$3.9M (+$491.3K)
Filed 2026-11-03
Integrity Wealth Advisors, Inc.
NEW
Shares11,788
Change+11,788
Value$3.9M
Filed 2026-10-29
Prosperity Planning, Inc.
INCREASED
Shares11,740 from 11,657
Change+83 (+1%)
Value$3.9M (+$536.6K)
Filed 2026-10-09
Bay Capital Advisors, LLC
DECREASED
Shares11,717 from 11,824
Change-107 (-1%)
Value$3.9M (+$480.6K)
Filed 2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares11,711 from 11,949
Change-238 (-2%)
Value$3.9M (+$442.4K)
Filed 2026-10-29
Odyssey Capital Advisors, Inc.
DECREASED
Shares11,665 from 12,353
Change-688 (-6%)
Value$3.9M (+$310.3K)
Filed 2026-10-26
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares11,622 from 11,609
Change+13 (+0%)
Value$3.9M (+$511.2K)
Filed 2026-10-08
Sierra Ocean, LLC
DECREASED
Shares11,590 from 11,612
Change-22 (0%)
Value$3.9M (+$499.6K)
Filed 2026-11-03
Members Wealth LLC
INCREASED
Shares11,586 from 11,134
Change+452 (+4%)
Value$3.9M (+$678.7K)
Filed 2026-10-20
DecisionPoint Financial, LLC
INCREASED
Shares11,585 from 11,501
Change+84 (+1%)
Value$3.8M (+$441.0K)
Filed 2026-10-27
Mlp3, LLC
INCREASED
Shares11,567 from 9,466
Change+2,101 (+22%)
Value$3.9M (+$1.1M)
Filed 2026-10-22
Collaborative Capital Advisors LLC
INCREASED
Shares11,548 from 11,547
Change+1 (+0%)
Value$3.8M (+$504.5K)
Filed 2026-11-06
Investors Research Corp
DECREASED
Shares11,539 from 13,234
Change-1,695 (-13%)
Value$3.8M (+$13.3K)
Filed 2026-10-07
Gray Private Wealth, LLC
DECREASED
Shares11,538 from 11,560
Change-22 (0%)
Value$3.8M (+$497.5K)
Filed 2026-10-28
Grace & White Inc
UNCHANGED
Shares11,536 from 11,536
Change0 (0%)
Value$3.8M (+$503.7K)
Filed 2026-10-23
Zinnia Wealth Advisory, LLC
INCREASED
Shares11,526 from 11,464
Change+62 (+1%)
Value$3.8M (+$521.2K)
Filed 2026-11-06
Viewpoint Investment Partners Corp
DECREASED
Shares11,488 from 11,588
Change-100 (-1%)
Value$3.9M (+$478.9K)
Filed 2026-10-26
Pioneer Wealth Management Group
DECREASED
Shares11,486 from 13,348
Change-1,862 (-14%)
Value$3.8M (-$37.4K)
Filed 2026-10-09
Momentous Wealth Management, Inc.
DECREASED
Shares11,481 from 11,934
Change-453 (-4%)
Value$3.8M (+$370.3K)
Filed 2026-10-21
Halter Ferguson Financial Inc.
DECREASED
Shares11,473 from 12,060
Change-587 (-5%)
Value$3.8M (+$331.2K)
Filed 2026-10-21
Cohen Capital Management, Inc.
UNCHANGED
Shares11,469 from 11,469
Change0 (0%)
Value$3.8M (+$500.7K)
Filed 2026-10-14
Provident Living Financial Services, Inc.
DECREASED
Shares11,468 from 12,075
Change-607 (-5%)
Value$4.0M (+$458.1K)
Filed 2026-11-03
Lakewood Asset Management LLC
DECREASED
Shares11,389 from 11,456
Change-67 (-1%)
Value$3.8M (+$477.9K)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares11,388 from 11,718
Change-330 (-3%)
Value$3.8M (+$401.7K)
Filed 2026-10-16
Trinity Wealth Management, LLC
INCREASED
Shares11,369 from 11,266
Change+103 (+1%)
Value$3.8M (+$526.2K)
Filed 2026-10-13
Paladin Wealth, LLC
DECREASED
Shares11,337 from 12,155
Change-818 (-7%)
Value$3.8M (+$258.4K)
Filed 2026-10-23
Cogent Private Wealth, Inc.
INCREASED
Shares11,332 from 11,272
Change+60 (+1%)
Value$3.8M (+$512.1K)
Filed 2026-11-06
Wespac Advisors, LLC
DECREASED
Shares11,325 from 11,601
Change-276 (-2%)
Value$3.8M (+$414.4K)
Filed 2026-10-26
Blue Capital, Inc.
INCREASED
Shares11,322 from 8,138
Change+3,184 (+39%)
Value$3.8M (+$1.4M)
Filed 2026-10-13
Bdfs Capital LLC
DECREASED
Shares11,304 from 11,364
Change-60 (-1%)
Value$3.8M (+$476.1K)
Filed 2026-10-14
Flagstone Financial Management
DECREASED
Shares11,302 from 11,485
Change-183 (-2%)
Value$3.8M (+$440.5K)
Filed 2026-11-05
Grantvest Financial Group LLC
DECREASED
Shares11,282 from 11,366
Change-84 (-1%)
Value$3.8M (+$468.1K)
Filed 2026-10-21
Shakespeare Wealth Management, LLC
INCREASED
Shares11,274 from 10,430
Change+844 (+8%)
Value$3.8M (+$736.6K)
Filed 2026-10-28
Waystone Advisors LLC
UNCHANGED
Shares11,265 from 11,265
Change0 (0%)
Value$3.3M ($0)
Filed 2026-10-16
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares11,258 from 11,244
Change+14 (+0%)
Value$3.7M (+$895.5K)
Filed 2026-10-14
Sterling Wealth Management, Inc.
DECREASED
Shares11,253 from 11,579
Change-326 (-3%)
Value$3.7M (+$397.0K)
Filed 2026-10-23
Blossom Wealth Management
INCREASED
Shares11,248 from 11,109
Change+139 (+1%)
Value$3.7M (+$531.3K)
Filed 2026-11-03
Redw Wealth LLC
DECREASED
Shares11,229 from 11,781
Change-552 (-5%)
Value$3.7M (+$330.6K)
Filed 2026-11-02
TSA Wealth Managment LLC
INCREASED
Shares11,195 from 10,769
Change+426 (+4%)
Value$3.7M (+$612.1K)
Filed 2026-10-22
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares11,192 from 11,810
Change-618 (-5%)
Value$3.7M (+$309.8K)
Filed 2026-10-22
Pavion Blue Capital, LLC
UNCHANGED
Shares11,191 from 11,191
Change0 (0%)
Value$3.7M (+$257.1K)
Filed 2026-11-05
Maltin Wealth Management, Inc.
DECREASED
Shares11,159 from 11,481
Change-322 (-3%)
Value$3.7M (+$394.1K)
Filed 2026-10-13
TrueWealth Advisors, LLC
DECREASED
Shares11,139 from 11,199
Change-60 (-1%)
Value$3.7M (+$468.9K)
Filed 2026-10-09
Balance Wealth Partners LLC
DECREASED
Shares11,135 from 11,760
Change-625 (-5%)
Value$3.7M (+$305.5K)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares11,126 from 11,934
Change-808 (-7%)
Value$3.7M (+$252.0K)
Filed 2026-10-15
Steph & Co
INCREASED
Shares11,088 from 10,906
Change+182 (+2%)
Value$3.7M (+$536.8K)
Filed 2026-10-07
ETF Portfolio Partners, Inc.
UNCHANGED
Shares11,087 from 11,087
Change0 (0%)
Value$3.7M (+$484.1K)
Filed 2026-10-22
Bluesphere Advisors LLC
INCREASED
Shares11,075 from 11,030
Change+45 (+0%)
Value$3.7M (+$496.4K)
Filed 2026-10-19
Cdkv Holdings LLC
INCREASED
Shares11,053 from 9,427
Change+1,626 (+17%)
Value$3.7M (+$952.9K)
Filed 2026-10-28
Quattro Financial Advisors LLC
DECREASED
Shares11,047 from 17,062
Change-6,015 (-35%)
Value$3.7M (-$1.3M)
Filed 2026-10-15
Denver PWM, LLC
DECREASED
Shares11,046 from 11,696
Change-650 (-6%)
Value$3.7M (+$100.4K)
Filed 2026-10-22
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares11,017 from 11,166
Change-149 (-1%)
Value$3.7M (+$437.9K)
Filed 2026-10-16
Vestia Personal Wealth Advisors
INCREASED
Shares11,016 from 10,501
Change+515 (+5%)
Value$3.7M (+$629.9K)
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares11,000 from 10,748
Change+252 (+2%)
Value$3.7M (+$553.1K)
Filed 2026-11-03
Womack Financial LLC
DECREASED
Shares10,982 from 11,015
Change-33 (0%)
Value$3.7M (+$469.9K)
Filed 2026-10-14
Nolet Wealth Management, LLC
INCREASED
Shares10,981 from 10,866
Change+115 (+1%)
Value$3.7M (+$512.7K)
Filed 2026-10-15
LightSquare Wealth Management, LLC
INCREASED
Shares10,972 from 10,573
Change+399 (+4%)
Value$3.7M (+$594.4K)
Filed 2026-11-03
Compass Wealth Management LLC
UNCHANGED
Shares10,970 from 10,970
Change0 (0%)
Value$3.7M (+$479.0K)
Filed 2026-10-22
Cassia Capital Partners, LLC
DECREASED
Shares10,968 from 10,977
Change-9 (0%)
Value$3.7M (+$476.3K)
Filed 2026-11-04
ACT Advisors, Llc.
INCREASED
Shares10,960 from 10,416
Change+544 (+5%)
Value$3.6M (+$635.8K)
Filed 2026-10-15
Navigate Wealth Management, LLC
DECREASED
Shares10,862 from 14,789
Change-3,927 (-27%)
Value$3.7M (-$1.3M)
Filed 2026-10-14
AMI Investment Management Inc
INCREASED
Shares10,858 from 8,965
Change+1,893 (+21%)
Value$3.6M (+$1.0M)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
DECREASED
Shares10,836 from 11,394
Change-558 (-5%)
Value$3.6M (+$311.6K)
Filed 2026-10-16
Hickory Point Bank & Trust
INCREASED
Shares10,829 from 10,717
Change+112 (+1%)
Value$3.6M (+$505.2K)
Filed 2026-10-01
Gordian Advisors LLC
UNCHANGED
Shares10,822 from 10,822
Change0 (0%)
Value$3.6M (+$472.8K)
Filed 2026-10-30
Portus Wealth Advisors, LLC
DECREASED
Shares10,819 from 11,656
Change-837 (-7%)
Value$3.6M (+$230.0K)
Filed 2026-10-13
Madrid Wealth Management, LLC
DECREASED
Shares10,799 from 11,210
Change-411 (-4%)
Value$3.6M (+$352.6K)
Filed 2026-10-23
Box Hill Private Wealth LLC
INCREASED
Shares10,775 from 10,551
Change+224 (+2%)
Value$3.6M (+$535.2K)
Filed 2026-10-05
Entrust Financial LLC
INCREASED
Shares10,774 from 10,750
Change+24 (+0%)
Value$3.6M (+$477.4K)
Filed 2026-11-04
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED
Shares10,768 from 10,568
Change+200 (+2%)
Value$3.6M (+$528.0K)
Filed 2026-10-30
Avail Investment Partners, LLC
INCREASED
Shares10,766 from 10,498
Change+268 (+3%)
Value$3.6M (+$547.6K)
Filed 2026-10-16
MH & Associates Securities Management Corp
UNCHANGED
Shares10,758 from 10,758
Change0 (0%)
Value$3.6M (+$469.7K)
Filed 2026-10-30
Vivid Wealth Management, LLC
DECREASED
Shares10,757 from 10,907
Change-150 (-1%)
Value$3.6M (+$426.1K)
Filed 2026-10-27
MFG Investments, LLC
NEW
Shares10,752
Change+10,752
Value$3.6M
Filed 2026-10-30
Gunderson Capital Management LLC
INCREASED
Shares10,739 from 9,345
Change+1,394 (+15%)
Value$3.6M (+$872.1K)
Filed 2026-10-15
Bauman Advisory Group, LLC
INCREASED
Shares10,727 from 10,559
Change+168 (+2%)
Value$3.6M (+$516.9K)
Filed 2026-10-29
Basso Capital Management, L.P.
INCREASED
Shares10,724 from 10,539
Change+185 (+2%)
Value$3.6M (+$521.8K)
Filed 2026-10-30
MFA Wealth Services
DECREASED
Shares10,703 from 10,869
Change-166 (-2%)
Value$3.6M (+$419.3K)
Filed 2026-10-14
Virtus Wealth Solutions LLC
INCREASED
Shares10,676 from 10,366
Change+310 (+3%)
Value$3.6M (+$555.9K)
Filed 2026-11-03
Monte Financial Group, LLC
INCREASED
Shares10,673 from 10,522
Change+151 (+1%)
Value$3.6M (+$304.0K)
Filed 2026-11-02
Roth Financial Partners LLC
UNCHANGED
Shares10,645 from 10,645
Change0 (0%)
Value$3.5M (+$464.8K)
Filed 2026-10-06
McNaughton Wealth Management, LLC
INCREASED
Shares10,643 from 10,217
Change+426 (+4%)
Value$3.5M (+$587.7K)
Filed 2026-10-09
Climber Capital SA
INCREASED
Shares10,638 from 8,495
Change+2,143 (+25%)
Value$3.4M (+$905.7K)
Filed 2026-10-20
Landmark Wealth Management, LLC
DECREASED
Shares10,588 from 10,680
Change-92 (-1%)
Value$3.5M (+$435.8K)
Filed 2026-11-03
Walleye Partners, LLC
DECREASED
Shares10,579 from 10,591
Change-12 (0%)
Value$3.5M (+$458.4K)
Filed 2026-10-13
Sharper & Granite LLC
INCREASED
Shares10,567 from 10,516
Change+51 (+0%)
Value$2.7M (-$361.1K)
Filed 2026-11-02
Thoma Capital Management LLC
DECREASED
Shares10,560 from 10,677
Change-117 (-1%)
Value$3.5M (+$427.2K)
Filed 2026-10-19
Woodward Financial Advisors, Inc.
INCREASED
Shares10,554 from 9,953
Change+601 (+6%)
Value$3.5M (+$634.5K)
Filed 2026-10-19
Richmond Investment Services, LLC
DECREASED
Shares10,509 from 10,968
Change-459 (-4%)
Value$3.5M (+$326.0K)
Filed 2026-10-29
ARK & TLK Investments, LLC
INCREASED
Shares10,508 from 10,336
Change+172 (+2%)
Value$3.5M (+$508.6K)
Filed 2026-10-20
ShankerValleau Wealth Advisors, Inc.
DECREASED
Shares10,505 from 10,592
Change-87 (-1%)
Value$3.5M (+$433.5K)
Filed 2026-10-16
Newton One Investments LLC
INCREASED
Shares10,504 from 10,452
Change+52 (+1%)
Value$3.5M (+$473.5K)
Filed 2026-10-14
Cedar Mountain Advisors, LLC
INCREASED
Shares10,487 from 10,453
Change+34 (+0%)
Value$3.5M (+$467.7K)
Filed 2026-10-15
Planning Strategies Inc.
DECREASED
Shares10,463 from 10,647
Change-184 (-2%)
Value$3.5M (+$403.5K)
Filed 2026-10-02
Carota Wealth Management
NEW
Shares10,462
Change+10,462
Value$3.5M
Filed 2026-11-03
Builder Investment Group Inc
DECREASED
Shares10,440 from 10,441
Change-1 (0%)
Value$3.5M (+$455.8K)
Filed 2026-10-22
Summit Investment Advisors, Inc.\KS
DECREASED
Shares10,438 from 10,931
Change-493 (-5%)
Value$3.5M (+$313.1K)
Filed 2026-11-05
Olio Financial Planning
INCREASED
Shares10,432 from 10,420
Change+12 (+0%)
Value$3.5M (+$459.0K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED
Shares10,427 from 10,431
Change-4 (0%)
Value$3.5M (+$453.9K)
Filed 2026-10-26
Wedgewood Investors Inc
DECREASED
Shares10,413 from 10,692
Change-279 (-3%)
Value$3.5M (+$373.9K)
Filed 2026-10-28
John Boyer, Inc.
INCREASED
Shares10,397 from 10,274
Change+123 (+1%)
Value$3.5M (+$486.8K)
Filed 2026-10-27
Quantum Financial Planning Services, Inc.
INCREASED
Shares10,378 from 9,056
Change+1,322 (+15%)
Value$3.5M (+$835.5K)
Filed 2026-10-14
Helium Advisors LLC
DECREASED
Shares10,376 from 15,160
Change-4,784 (-32%)
Value$3.5M (-$931.5K)
Filed 2026-10-23
New Perspectives, Inc
DECREASED
Shares10,370 from 10,720
Change-350 (-3%)
Value$3.5M (+$351.5K)
Filed 2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED
Shares10,366 from 10,294
Change+72 (+1%)
Value$3.5M (+$473.2K)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
DECREASED
Shares10,361 from 11,175
Change-814 (-7%)
Value$3.5M (+$216.8K)
Filed 2026-10-23
Councilor Wealth, LLC
DECREASED
Shares10,312 from 10,648
Change-336 (-3%)
Value$3.4M (+$353.1K)
Filed 2026-10-09
North Forty Two & Co.
DECREASED
Shares10,311 from 10,336
Change-25 (0%)
Value$3.4M (+$442.9K)
Filed 2026-10-19
Lake Hills Wealth Management, LLC
DECREASED
Shares10,281 from 10,318
Change-37 (0%)
Value$3.4M (+$438.2K)
Filed 2026-10-07
Inman Jager Wealth Management, LLC
DECREASED
Shares10,280 from 10,393
Change-113 (-1%)
Value$3.4M (+$416.1K)
Filed 2026-11-05
Northland Securities, Inc.
DECREASED
Shares10,266 from 10,482
Change-216 (-2%)
Value$3.4M (+$385.6K)
Filed 2026-11-02
Gen-Wealth Partners Inc
DECREASED
Shares10,251 from 10,454
Change-203 (-2%)
Value$3.4M (+$388.6K)
Filed 2026-11-04
Econ Financial Services Corp
NEW
Shares10,242
Change+10,242
Value$3.4M
Filed 2026-10-19
Chiron Capital Management, LLC
DECREASED
Shares10,199 from 10,611
Change-412 (-4%)
Value$3.4M (+$326.1K)
Filed 2026-10-15
Powers Advisory Group, LLC
DECREASED
Shares10,198 from 10,472
Change-274 (-3%)
Value$3.4M (+$366.1K)
Filed 2026-10-14
Cardinal Strategic Wealth Guidance
DECREASED
Shares10,179 from 10,639
Change-460 (-4%)
Value$3.4M (+$311.3K)
Filed 2026-11-02
Kaydan Wealth Management, Inc.
DECREASED
Shares10,167 from 10,511
Change-344 (-3%)
Value$3.4M (+$344.4K)
Filed 2026-10-08
Burns Matteson Capital Management, LLC
DECREASED
Shares10,162 from 10,241
Change-79 (-1%)
Value$3.4M (+$420.8K)
Filed 2026-10-16
Kroeger Financial Partners
UNCHANGED
Shares10,140 from 10,140
Change0 (0%)
Value$3.4M (+$442.7K)
Filed 2026-10-19
Elevated Financial Group LLC
DECREASED
Shares10,133 from 13,801
Change-3,668 (-27%)
Value$3.4M (-$619.0K)
Filed 2026-10-16
Warburton Capital Management, LLC
INCREASED
Shares10,128 from 10,069
Change+59 (+1%)
Value$3.4M (+$448.5K)
Filed 2026-11-06
Birchbrook, Inc.
DECREASED
Shares10,116 from 11,567
Change-1,451 (-13%)
Value$3.4M (+$21.8K)
Filed 2026-10-14
Clarity Capital Advisors, LLC
UNCHANGED
Shares10,116 from 10,116
Change0 (0%)
Value$3.4M (+$441.7K)
Filed 2026-10-27
Dala Group, LLC
INCREASED
Shares10,081 from 6,475
Change+3,606 (+56%)
Value$3.4M (+$1.5M)
Filed 2026-10-29
ForthRight Wealth Management, LLC
INCREASED
Shares10,058 from 9,990
Change+68 (+1%)
Value$3.3M (+$458.6K)
Filed 2026-11-06
Sage Capital Management, LLC
INCREASED
Shares10,057 from 10,053
Change+4 (+0%)
Value$3.4M (+$440.4K)
Filed 2026-10-20
Rise Advisors, LLC
DECREASED
Shares10,004 from 16,893
Change-6,889 (-41%)
Value$3.3M (-$1.6M)
Filed 2026-10-16
Sageworth Trust Co
INCREASED
Shares9,992 from 8,994
Change+998 (+11%)
Value$3.3M (+$725.0K)
Filed 2026-10-30
Integrated Capital Management, LLC
DECREASED
Shares9,989 from 10,056
Change-67 (-1%)
Value$3.3M (+$416.8K)
Filed 2026-10-23
GGM Financial LLC
INCREASED
Shares9,977 from 6,947
Change+3,030 (+44%)
Value$3.3M (+$1.3M)
Filed 2026-11-05
First International Bank of Israel Ltd.
INCREASED
Shares9,955 from 9,505
Change+450 (+5%)
Value$3.3M (+$564.8K)
Filed 2026-11-04
Guardian Capital, LLC
DECREASED
Shares9,952 from 11,433
Change-1,481 (-13%)
Value$3.3M (+$5.9K)
Filed 2026-11-06
Tenzing Financial LLC
INCREASED
Shares9,922 from 9,802
Change+120 (+1%)
Value$3.4M (+$337.7K)
Filed 2026-11-03
MFG Wealth Management, Inc.
INCREASED
Shares9,921 from 9,917
Change+4 (+0%)
Value$3.3M (+$434.5K)
Filed 2026-10-09
First Hawaiian Bank
UNCHANGED
Shares9,909 from 9,909
Change0 (0%)
Value$3.3M (+$432.6K)
Filed 2026-10-14
Avant Financial Advisors LLC
DECREASED
Shares9,908 from 10,538
Change-630 (-6%)
Value$3.3M (+$250.3K)
Filed 2026-11-02
Financial Harvest, LLC
INCREASED
Shares9,881 from 9,622
Change+259 (+3%)
Value$3.3M (+$506.2K)
Filed 2026-10-15
Vima LLC
DECREASED
Shares9,870 from 9,919
Change-49 (0%)
Value$3.3M (+$416.8K)
Filed 2026-10-23
AWM Capital, LLC
INCREASED
Shares9,852 from 7,525
Change+2,327 (+31%)
Value$3.3M (+$1.1M)
Filed 2026-10-16
Alliance Private Wealth, LLC
DECREASED
Shares9,835 from 10,729
Change-894 (-8%)
Value$3.3M (+$170.7K)
Filed 2026-10-20
Gallacher Capital Management LLC
DECREASED
Shares9,835 from 10,167
Change-332 (-3%)
Value$3.3M (+$333.4K)
Filed 2026-10-30
Tandem Investment Partners LLC
DECREASED
Shares9,819 from 9,901
Change-82 (-1%)
Value$3.3M (+$405.0K)
Filed 2026-10-16
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares9,817 from 9,817
Change0 (0%)
Value$3.3M (+$429.0K)
Filed 2026-10-14
Sprinkle Financial Consultants LLC
DECREASED
Shares9,811 from 10,076
Change-265 (-3%)
Value$3.3M (+$351.5K)
Filed 2026-10-09
Riverwater Partners LLC
INCREASED
Shares9,802 from 9,563
Change+239 (+3%)
Value$3.3M (+$497.1K)
Filed 2026-11-03
Ares Financial Consulting, LLC
INCREASED
Shares9,794 from 9,486
Change+308 (+3%)
Value$3.3M (+$516.7K)
Filed 2026-10-19
PFS Partners, LLC
DECREASED
Shares9,788 from 10,204
Change-416 (-4%)
Value$3.3M (+$307.0K)
Filed 2026-10-21
Peak Wealth Management LLC
INCREASED
Shares9,785 from 9,779
Change+6 (+0%)
Value$3.3M (+$492.6K)
Filed 2026-10-26
Broadway Wealth Solutions, Inc.
INCREASED
Shares9,780 from 9,776
Change+4 (+0%)
Value$3.3M (+$428.5K)
Filed 2026-10-21
Allen Wealth Management, LLC
DECREASED
Shares9,769 from 10,041
Change-272 (-3%)
Value$3.3M (+$347.8K)
Filed 2026-10-29
Next Level Wealth Planning, LLC
DECREASED
Shares9,767 from 9,829
Change-62 (-1%)
Value$3.3M (+$408.4K)
Filed 2026-10-29
Wilkins Miller Wealth Management, LLC
INCREASED
Shares9,760 from 9,757
Change+3 (+0%)
Value$3.3M (+$426.9K)
Filed 2026-10-13
WPG Advisers, LLC
INCREASED
Shares9,735 from 9,661
Change+74 (+1%)
Value$3.2M (+$446.5K)
Filed 2026-10-27
Wheelhouse Advisory Group LLC
INCREASED
Shares9,728 from 9,583
Change+145 (+2%)
Value$3.2M (+$466.6K)
Filed 2026-10-20
Cypress Financial Planning LLC
DECREASED
Shares9,705 from 10,524
Change-819 (-8%)
Value$3.2M (+$186.9K)
Filed 2026-10-09
Penobscot Wealth Management
INCREASED
Shares9,692 from 9,595
Change+97 (+1%)
Value$3.2M (+$451.0K)
Filed 2026-10-21
Channing Global Advisors, LLC
INCREASED
Shares9,685 from 9,235
Change+450 (+5%)
Value$3.2M (+$553.1K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares9,678 from 29,219
Change-19,541 (-67%)
Value$3.2M (-$5.2M)
Filed 2026-10-14
Wealth Science Advisors LLC
DECREASED
Shares9,677 from 11,510
Change-1,833 (-16%)
Value$3.2M (-$107.9K)
Filed 2026-10-09
Omega Financial Group, LLC
INCREASED
Shares9,667 from 9,316
Change+351 (+4%)
Value$3.2M (+$523.5K)
Filed 2026-10-29
Elevate Wealth Advisory, Inc
INCREASED
Shares9,645 from 2,688
Change+6,957 (+259%)
Value$3.2M (+$2.4M)
Filed 2026-10-29
Veratis Advisors, Inc.
DECREASED
Shares9,624 from 10,144
Change-520 (-5%)
Value$3.2M (+$269.9K)
Filed 2026-11-03
Insight Wealth Partners, LLC
DECREASED
Shares9,616 from 10,293
Change-677 (-7%)
Value$3.2M (+$223.8K)
Filed 2026-10-26
Clarity Wealth Development LLC
DECREASED
Shares9,605 from 13,005
Change-3,400 (-26%)
Value$3.2M (-$564.6K)
Filed 2026-10-22
Define Financial, LLC
INCREASED
Shares9,599 from 6,342
Change+3,257 (+51%)
Value$3.2M (+$1.4M)
Filed 2026-10-14
Rasp Wealth Solutions, LLC
INCREASED
Shares9,598 from 7,850
Change+1,748 (+22%)
Value$3.2M (+$924.9K)
Filed 2026-11-06
Financial Network Wealth Advisors LLC
DECREASED
Shares9,598 from 9,619
Change-21 (0%)
Value$3.2M (+$413.0K)
Filed 2026-10-28
Adirondack Capital Advisors, LLC
INCREASED
Shares9,590 from 9,377
Change+213 (+2%)
Value$3.2M (+$480.4K)
Filed 2026-10-09
Family Investment Center, Inc.
INCREASED
Shares9,585 from 9,004
Change+581 (+6%)
Value$3.2M (+$586.6K)
Filed 2026-10-19
Hughes Financial Services, LLC
INCREASED
Shares9,580 from 9,077
Change+503 (+6%)
Value$3.3M (+$715.8K)
Filed 2026-10-30
PVG Asset Management Corp
INCREASED
Shares9,575 from 9,571
Change+4 (+0%)
Value$3.2M (+$419.2K)
Filed 2026-10-19
HF Advisory Group, LLC
DECREASED
Shares9,569 from 10,525
Change-956 (-9%)
Value$3.2M (+$140.9K)
Filed 2026-10-09
Viewpoint Capital Management LLC
INCREASED
Shares9,565 from 8,449
Change+1,116 (+13%)
Value$3.2M (+$740.3K)
Filed 2026-10-27
HT Partners LLC
DECREASED
Shares9,556 from 9,583
Change-27 (0%)
Value$3.2M (+$409.4K)
Filed 2026-10-20
Code Waechter LLC
INCREASED
Shares9,554 from 8,850
Change+704 (+8%)
Value$3.2M (+$621.0K)
Filed 2026-10-23
True Wealth Design, LLC
INCREASED
Shares9,528 from 9,177
Change+351 (+4%)
Value$3.2M (+$517.6K)
Filed 2026-10-13
FDx Advisors, Inc.
INCREASED
Shares9,524 from 9,208
Change+316 (+3%)
Value$3.2M (+$508.0K)
Filed 2026-11-05
Ballew Advisors, Inc
DECREASED
Shares9,514 from 9,671
Change-157 (-2%)
Value$3.2M (+$189.9K)
Filed 2026-10-05
Daytona Street Capital LLC
DECREASED
Shares9,466 from 9,936
Change-470 (-5%)
Value$3.2M (+$32.8K)
Filed 2026-10-15
Old Peak Finance LLC
INCREASED
Shares9,461 from 9,155
Change+306 (+3%)
Value$3.2M (+$501.8K)
Filed 2026-11-02
E6 Portfolios, LLC
DECREASED
Shares9,427 from 9,816
Change-389 (-4%)
Value$3.1M (+$299.2K)
Filed 2026-10-26
Nicholas Wealth, Llc.
DECREASED
Shares9,413 from 10,024
Change-611 (-6%)
Value$3.1M (+$234.0K)
Filed 2026-10-26
Arwa LLC
DECREASED
Shares9,371 from 9,396
Change-25 (0%)
Value$3.2M (+$66.7K)
Filed 2026-10-21
Santori & Peters, Inc.
DECREASED
Shares9,346 from 9,457
Change-111 (-1%)
Value$3.1M (+$375.7K)
Filed 2026-10-26
LifeGuide Financial Advisors, LLC
INCREASED
Shares9,339 from 8,617
Change+722 (+8%)
Value$3.1M (+$616.8K)
Filed 2026-10-20
Myecfo, LLC
DECREASED
Shares9,330 from 9,382
Change-52 (-1%)
Value$3.1M (+$392.3K)
Filed 2026-10-14
Smith & Howard Wealth Management, LLC
INCREASED
Shares9,281 from 8,193
Change+1,088 (+13%)
Value$3.1M (+$720.0K)
Filed 2026-10-27
Professional Financial Advisors, LLC
INCREASED
Shares9,269 from 9,125
Change+144 (+2%)
Value$3.1M (+$446.2K)
Filed 2026-10-13
1620 Investment Advisors, Inc.
INCREASED
Shares9,261 from 9,114
Change+147 (+2%)
Value$3.1M (+$446.8K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED
Shares9,215 from 9,143
Change+72 (+1%)
Value$3.1M (+$422.8K)
Filed 2026-11-02
Clark & Stuart, Inc
DECREASED
Shares9,191 from 9,523
Change-332 (-3%)
Value$3.1M (+$305.2K)
Filed 2026-10-14
Eurizon SLJ Capital Ltd
DECREASED
Shares9,185 from 11,011
Change-1,826 (-17%)
Value$3.1M (-$127.4K)
Filed 2026-11-06
Ridgepath Capital Management LLC
INCREASED
Shares9,176 from 8,097
Change+1,079 (+13%)
Value$3.1M (+$712.7K)
Filed 2026-10-29
Apeiron RIA LLC
DECREASED
Shares9,123 from 10,082
Change-959 (-10%)
Value$3.0M (+$96.0K)
Filed 2026-10-08
Innova Wealth Partners
INCREASED
Shares9,116 from 8,964
Change+152 (+2%)
Value$3.0M (+$441.9K)
Filed 2026-10-21
4Wealth Advisors, Inc.
DECREASED
Shares9,114 from 10,885
Change-1,771 (-16%)
Value$3.0M (-$64.4K)
Filed 2026-10-13
Barden Capital Management, Inc.
DECREASED
Shares9,113 from 9,116
Change-3 (0%)
Value$3.0M (+$397.0K)
Filed 2026-10-09
Davidson Kahn Capital Management, LLC
DECREASED
Shares9,091 from 10,868
Change-1,777 (-16%)
Value$3.0M (-$117.1K)
Filed 2026-10-26
WIN Advisors, Inc
NEW
Shares9,084
Change+9,084
Value$3.0M
Filed 2026-11-06
Sage Investment Advisers LLC
UNCHANGED
Shares9,040 from 9,040
Change0 (0%)
Value$3.0M (+$394.8K)
Filed 2026-10-21
Kooman & Associates
INCREASED
Shares9,032 from 8,569
Change+463 (+5%)
Value$3.0M (+$528.3K)
Filed 2026-10-21
Forthright Family Wealth Advisory LLC
DECREASED
Shares9,032 from 9,037
Change-5 (0%)
Value$3.0M (+$392.9K)
Filed 2026-11-03
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares9,029 from 10,286
Change-1,257 (-12%)
Value$3.0M (+$30.7K)
Filed 2026-10-09
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares8,921 from 6,782
Change+2,139 (+32%)
Value$3.0M (+$1.0M)
Filed 2026-10-09
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares8,921 from 8,638
Change+283 (+3%)
Value$3.0M (+$471.3K)
Filed 2026-10-13
Eagle Wealth Strategies LLC
INCREASED
Shares8,913 from 8,843
Change+70 (+1%)
Value$3.0M (+$409.2K)
Filed 2026-10-20
Retirement Solution LLC
DECREASED
Shares8,912 from 9,591
Change-679 (-7%)
Value$3.0M (+$192.6K)
Filed 2026-10-27
Granite FO LLC
UNCHANGED
Shares8,911 from 8,911
Change0 (0%)
Value$3.0M (+$389.1K)
Filed 2026-10-14
David Kennon Inc
UNCHANGED
Shares8,911 from 8,911
Change0 (0%)
Value$3.0M (+$389.1K)
Filed 2026-10-13
Asset Allocation Strategies LLC
INCREASED
Shares8,868 from 8,807
Change+61 (+1%)
Value$3.0M (+$404.7K)
Filed 2026-10-20
Thompson Davis & Co., Inc.
INCREASED
Shares8,867 from 8,273
Change+594 (+7%)
Value$3.0M (+$559.0K)
Filed 2026-11-05
Torrey Growth & Income Advisors
INCREASED
Shares8,867 from 8,595
Change+272 (+3%)
Value$3.0M (+$523.2K)
Filed 2026-11-04
Holos Integrated Wealth LLC
INCREASED
Shares8,864 from 8,181
Change+683 (+8%)
Value$3.0M (+$498.4K)
Filed 2026-10-23
Base Wealth Management LLC
INCREASED
Shares8,842 from 7,540
Change+1,302 (+17%)
Value$2.9M (+$762.9K)
Filed 2026-10-21
Grand Central Investment Group
DECREASED
Shares8,826 from 8,942
Change-116 (-1%)
Value$2.9M (+$351.8K)
Filed 2026-11-02
New England Capital Financial Advisors LLC
INCREASED
Shares8,818 from 7,922
Change+896 (+11%)
Value$2.9M (+$644.1K)
Filed 2026-11-03
Fidato Wealth LLC
NEW
Shares8,809
Change+8,809
Value$2.9M
Filed 2026-10-13
UMB Private Wealth Management, LLC
NEW
Shares8,789
Change+8,789
Value$2.9M
Filed 2026-10-19
Altiora Financial Group, LLC
DECREASED
Shares8,781 from 10,181
Change-1,400 (-14%)
Value$2.9M (-$21.7K)
Filed 2026-11-04
SFG Wealth Management, Llc.
INCREASED
Shares8,780 from 8,755
Change+25 (+0%)
Value$2.9M (+$390.5K)
Filed 2026-10-23
Innovative Wealth Building LLC
INCREASED
Shares8,767 from 5,182
Change+3,585 (+69%)
Value$2.9M (+$1.4M)
Filed 2026-10-14
Howard Bailey Securities, LLC
INCREASED
Shares8,763 from 7,833
Change+930 (+12%)
Value$2.9M (+$651.7K)
Filed 2026-10-27
Mach-1 Financial Group, LLC
INCREASED
Shares8,753 from 6,830
Change+1,923 (+28%)
Value$2.9M (+$938.7K)
Filed 2026-11-06
AmeriServ Wealth Advisors
DECREASED
Shares8,732 from 8,810
Change-78 (-1%)
Value$2.9M (+$358.7K)
Filed 2026-10-21
Catalyst Investment Management LLC
INCREASED
Shares8,728 from 6,143
Change+2,585 (+42%)
Value$2.9M (+$1.1M)
Filed 2026-10-21
Serenity Investment Advisors
DECREASED
Shares8,714 from 9,143
Change-429 (-5%)
Value$2.9M (+$55.7K)
Filed 2026-10-30
Robinson Smith Wealth Advisors LLC
INCREASED
Shares8,673 from 8,598
Change+75 (+1%)
Value$2.9M (+$400.4K)
Filed 2026-10-22
Stanich Group LLC
DECREASED
Shares8,665 from 8,841
Change-176 (-2%)
Value$2.9M (+$327.3K)
Filed 2026-10-16
Objective Capital Management, LLC
DECREASED
Shares8,657 from 8,957
Change-300 (-3%)
Value$2.9M (+$291.3K)
Filed 2026-10-13
Renasant Bank
DECREASED
Shares8,648 from 9,088
Change-440 (-5%)
Value$2.9M (+$250.3K)
Filed 2026-11-05
Sherman Wealth Management LLC
INCREASED
Shares8,647 from 8,641
Change+6 (+0%)
Value$2.9M (+$379.4K)
Filed 2026-10-16
Legacy Bridge, LLC
DECREASED
Shares8,626 from 9,354
Change-728 (-8%)
Value$2.9M (+$166.0K)
Filed 2026-10-28
Stegent Equity Advisors, Inc.
DECREASED
Shares8,617 from 9,316
Change-699 (-7%)
Value$2.9M (+$174.0K)
Filed 2026-10-13
FinArc Investments, Inc.
DECREASED
Shares8,611 from 9,110
Change-499 (-5%)
Value$2.9M (+$231.6K)
Filed 2026-10-14
Stone House Investment Management, LLC
DECREASED
Shares8,596 from 8,606
Change-10 (0%)
Value$2.9M (+$372.4K)
Filed 2026-10-23
Floyd Financial Group LLC
INCREASED
Shares8,589 from 8,575
Change+14 (+0%)
Value$2.9M (+$231.3K)
Filed 2026-10-28
Langley Wealth Management, LLC
DECREASED
Shares8,580 from 8,660
Change-80 (-1%)
Value$2.9M (+$351.6K)
Filed 2026-11-04
Forte Asset Management LLC
DECREASED
Shares8,555 from 9,768
Change-1,213 (-12%)
Value$2.8M (+$22.5K)
Filed 2026-10-13
Wilkerson Advisory Group LLC
INCREASED
Shares8,511 from 7,944
Change+567 (+7%)
Value$2.8M (+$535.4K)
Filed 2026-10-20
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares8,507 from 8,847
Change-340 (-4%)
Value$2.8M (+$272.8K)
Filed 2026-10-13
JBGlobal.com LLC
DECREASED
Shares8,496 from 8,595
Change-99 (-1%)
Value$2.8M (+$342.1K)
Filed 2026-10-13
Future Financial Wealth Managment LLC
DECREASED
Shares8,490 from 8,557
Change-67 (-1%)
Value$2.8M (+$74.9K)
Filed 2026-10-15
Optivise Advisory Services LLC
DECREASED
Shares8,489 from 8,738
Change-249 (-3%)
Value$2.8M (+$298.8K)
Filed 2026-10-19
Morton Brown Family Wealth, LLC
INCREASED
Shares8,488 from 8,410
Change+78 (+1%)
Value$2.8M (+$393.4K)
Filed 2026-10-23
FC Advisory LLC
INCREASED
Shares8,467 from 8,463
Change+4 (+0%)
Value$2.8M (+$370.6K)
Filed 2026-10-05
Vested Financial Planning, LLC
DECREASED
Shares8,447 from 9,427
Change-980 (-10%)
Value$2.8M (+$85.2K)
Filed 2026-10-28
Oliver Luxxe Assets LLC
DECREASED
Shares8,447 from 8,656
Change-209 (-2%)
Value$2.8M (+$308.3K)
Filed 2026-10-14
Fidelis iM, LLC
INCREASED
Shares8,445 from 1,197
Change+7,248 (+606%)
Value$2.8M (+$2.5M)
Filed 2026-10-16
Vaughan & Co Securities, Inc.
DECREASED
Shares8,423 from 8,469
Change-46 (-1%)
Value$2.8M (+$354.4K)
Filed 2026-10-23
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares8,422 from 8,160
Change+262 (+3%)
Value$2.8M (+$444.0K)
Filed 2026-11-04
Financial Planning Navigators Corp
INCREASED
Shares8,420 from 8,217
Change+203 (+2%)
Value$2.8M (+$426.4K)
Filed 2026-10-14
Myriad Asset Management US LP
DECREASED
Shares8,402 from 9,305
Change-903 (-10%)
Value$2.8M (+$106.0K)
Filed 2026-11-03
Financial Futures Ltd Liability Co.
INCREASED
Shares8,397 from 6,625
Change+1,772 (+27%)
Value$2.8M (+$879.4K)
Filed 2026-10-13
Stewardship Advisors, LLC
INCREASED
Shares8,390 from 8,122
Change+268 (+3%)
Value$2.8M (+$443.9K)
Filed 2026-10-20
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares8,382 from 9,666
Change-1,284 (-13%)
Value$2.8M (-$5.4K)
Filed 2026-10-14
Littlejohn Financial Services, Inc.
DECREASED
Shares8,376 from 9,449
Change-1,073 (-11%)
Value$2.8M (+$55.2K)
Filed 2026-11-06
Southern Financial Group, LLC
DECREASED
Shares8,373 from 9,548
Change-1,175 (-12%)
Value$2.8M (+$25.6K)
Filed 2026-10-30
Hurley Capital, LLC
INCREASED
Shares8,373 from 8,372
Change+1 (+0%)
Value$2.8M (+$366.0K)
Filed 2026-11-05
Family Office Research LLC
DECREASED
Shares8,341 from 8,784
Change-443 (-5%)
Value$2.8M (+$236.1K)
Filed 2026-10-14
Level Financial Advisors
DECREASED
Shares8,315 from 8,407
Change-92 (-1%)
Value$2.8M (+$336.3K)
Filed 2026-10-13
Sterling Investment Management, LLC
DECREASED
Shares8,304 from 8,567
Change-263 (-3%)
Value$2.8M (+$286.5K)
Filed 2026-10-16
Fulcrum Equity Management
DECREASED
Shares8,297 from 10,632
Change-2,335 (-22%)
Value$2.8M (-$313.2K)
Filed 2026-10-21
KFG LLC
NEW
Shares8,293
Change+8,293
Value$2.8M
Filed 2026-11-02
GR Financial Group, LLC
DECREASED
Shares8,276 from 8,621
Change-345 (-4%)
Value$2.8M (+$261.6K)
Filed 2026-10-27
Auour Investments LLC
UNCHANGED
Shares8,268 from 8,268
Change0 (0%)
Value$2.8M (+$361.0K)
Filed 2026-10-28
Arkansas Financial Group, Inc.
DECREASED
Shares8,246 from 8,401
Change-155 (-2%)
Value$2.7M (+$315.2K)
Filed 2026-10-26
Zenith Solutions, Inc.
INCREASED
Shares8,238 from 7,755
Change+483 (+6%)
Value$2.7M (+$499.4K)
Filed 2026-10-19
Armbruster Capital Management, Inc.
DECREASED
Shares8,209 from 8,401
Change-192 (-2%)
Value$2.7M (+$303.0K)
Filed 2026-10-19
Orgel Wealth Management, LLC
DECREASED
Shares8,182 from 10,340
Change-2,158 (-21%)
Value$2.7M (-$267.2K)
Filed 2026-10-14
Robinswood Financial LLC
DECREASED
Shares8,181 from 8,251
Change-70 (-1%)
Value$2.8M (+$417.8K)
Filed 2026-10-20
Courage Miller Partners, LLC
INCREASED
Shares8,180 from 8,179
Change+1 (+0%)
Value$2.7M (+$357.5K)
Filed 2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED
Shares8,180 from 8,180
Change0 (0%)
Value$2.4M (+$1)
Filed 2026-10-13
O'Domhnaill Enterprises, Inc.
DECREASED
Shares8,170 from 10,479
Change-2,309 (-22%)
Value$2.7M (-$311.5K)
Filed 2026-10-29
Targeted Financial Services LLC
UNCHANGED
Shares8,154 from 8,154
Change0 (0%)
Value$2.7M (+$356.0K)
Filed 2026-10-19
Opus Financial Solutions LLC
DECREASED
Shares8,143 from 17,477
Change-9,334 (-53%)
Value$2.7M (-$2.3M)
Filed 2026-11-06
Richard Young Associates, Ltd.
INCREASED
Shares8,141 from 7,741
Change+400 (+5%)
Value$2.7M (+$471.2K)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
DECREASED
Shares8,130 from 8,235
Change-105 (-1%)
Value$2.7M (+$324.7K)
Filed 2026-11-05
Tran Capital Management, L.P.
DECREASED
Shares8,118 from 8,201
Change-83 (-1%)
Value$2.7M (+$330.7K)
Filed 2026-10-19
Flywheel Private Wealth LLC
UNCHANGED
Shares8,101 from 8,101
Change0 (0%)
Value$2.7M (+$353.7K)
Filed 2026-11-02
Meridian Financial Advisors, LLC
INCREASED
Shares8,098 from 6,792
Change+1,306 (+19%)
Value$2.7M (+$731.4K)
Filed 2026-10-14
Highland Financial Advisors, LLC
INCREASED
Shares8,079 from 7,679
Change+400 (+5%)
Value$2.7M (+$468.5K)
Filed 2026-10-19
Altium Investment Strategies LLC
NEW
Shares8,072
Change+8,072
Value$2.8M
Filed 2026-10-20
Wealth Management Nebraska
INCREASED
Shares8,068 from 8,007
Change+61 (+1%)
Value$2.7M (+$369.9K)
Filed 2026-10-26
Leicht Financial Planning & Wealth Management, Inc.
UNCHANGED
Shares8,063 from 8,063
Change0 (0%)
Value$2.7M (+$352.0K)
Filed 2026-11-03
Strid Group, LLC
INCREASED
Shares8,045 from 7,982
Change+63 (+1%)
Value$2.7M (+$369.2K)
Filed 2026-10-28
Cornerstone Wealth, LLC
DECREASED
Shares8,030 from 8,423
Change-393 (-5%)
Value$2.8M (+$33.7K)
Filed 2026-10-28
Lifelong Wealth Advisors, Inc.
INCREASED
Shares8,016 from 7,641
Change+375 (+5%)
Value$2.7M (+$458.4K)
Filed 2026-10-19
James T. Borello RIA
INCREASED
Shares8,004 from 7,637
Change+367 (+5%)
Value$2.7M (+$455.6K)
Filed 2026-10-16
Wisconsin Wealth Advisors, LLC
DECREASED
Shares8,000 from 8,356
Change-356 (-4%)
Value$2.7M (+$246.2K)
Filed 2026-10-08
Fidelity D & D Bancorp Inc
DECREASED
Shares7,993 from 8,037
Change-44 (-1%)
Value$2.7M (+$336.2K)
Filed 2026-11-05
Hoge Financial Services, LLC
INCREASED
Shares7,977 from 7,616
Change+361 (+5%)
Value$2.7M (+$452.8K)
Filed 2026-11-05
Ipsen Advisor Group LLC
DECREASED
Shares7,969 from 9,691
Change-1,722 (-18%)
Value$2.7M (-$150.3K)
Filed 2026-10-29
Marquette Asset Management, LLC
UNCHANGED
Shares7,964 from 7,964
Change0 (0%)
Value$2.7M (+$347.7K)
Filed 2026-10-09
Essential Partners LLC
INCREASED
Shares7,926 from 7,865
Change+61 (+1%)
Value$2.6M (+$363.6K)
Filed 2026-10-14
Shelter Rock Management, LLC
DECREASED
Shares7,911 from 8,062
Change-151 (-2%)
Value$2.6M (+$300.1K)
Filed 2026-10-09
Beaumont Asset Management, L.L.C.
INCREASED
Shares7,908 from 7,641
Change+267 (+3%)
Value$2.6M (+$422.5K)
Filed 2026-10-16
Range Financial Group LLC
DECREASED
Shares7,903 from 8,212
Change-309 (-4%)
Value$2.6M (+$255.6K)
Filed 2026-10-21
Stonekeep Investments, LLC
INCREASED
Shares7,900 from 7,828
Change+72 (+1%)
Value$2.6M (+$365.7K)
Filed 2026-10-15
Clearview Wealth Management LLC
DECREASED
Shares7,894 from 8,648
Change-754 (-9%)
Value$2.7M (+$191.8K)
Filed 2026-10-16
Providence First Trust Co
DECREASED
Shares7,884 from 9,951
Change-2,067 (-21%)
Value$2.6M (-$253.9K)
Filed 2026-11-02
Probity Advisors, Inc.
INCREASED
Shares7,877 from 7,350
Change+527 (+7%)
Value$2.6M (+$496.5K)
Filed 2026-10-23
Financial Advisory Corp
DECREASED
Shares7,864 from 7,875
Change-11 (0%)
Value$2.6M (+$340.1K)
Filed 2026-10-14
Integrated Wealth Management
DECREASED
Shares7,850 from 7,874
Change-24 (0%)
Value$2.6M (+$335.6K)
Filed 2026-10-19
Advocate Investing Services LLC
UNCHANGED
Shares7,847 from 7,847
Change0 (0%)
Value$2.6M (+$342.6K)
Filed 2026-10-26
Reyes Financial Architecture, Inc.
INCREASED
Shares7,838 from 7,625
Change+213 (+3%)
Value$2.6M (+$403.9K)
Filed 2026-10-22
Cushing Capital Partners, LLC
INCREASED
Shares7,834 from 6,227
Change+1,607 (+26%)
Value$2.6M (+$807.0K)
Filed 2026-10-20
Lauterbach Financial Advisors, LLC
DECREASED
Shares7,834 from 7,917
Change-83 (-1%)
Value$2.6M (+$317.9K)
Filed 2026-10-21
JDH Wealth Management, LLC
INCREASED
Shares7,830 from 6,580
Change+1,250 (+19%)
Value$2.6M (+$703.4K)
Filed 2026-10-20
Delphi Management Inc
DECREASED
Shares7,825 from 8,060
Change-235 (-3%)
Value$2.6M (+$274.0K)
Filed 2026-11-05
Braun-Bostich & Associates Inc.
INCREASED
Shares7,804 from 7,377
Change+427 (+6%)
Value$2.6M (+$464.3K)
Filed 2026-10-20
Prospect Financial Group LLC
DECREASED
Shares7,800 from 9,494
Change-1,694 (-18%)
Value$2.6M (-$149.6K)
Filed 2026-11-05
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares7,785 from 7,409
Change+376 (+5%)
Value$2.6M (+$448.7K)
Filed 2026-10-16
BCM Advisors, LLC
DECREASED
Shares7,772 from 8,811
Change-1,039 (-12%)
Value$2.7M (-$255.8K)
Filed 2026-11-03
Wealthcare Capital Management LLC
INCREASED
Shares7,766 from 7,618
Change+148 (+2%)
Value$2.6M (+$381.9K)
Filed 2026-10-21
Squire Investment Management Company, LLC
DECREASED
Shares7,757 from 8,882
Change-1,125 (-13%)
Value$2.6M (+$13.4K)
Filed 2026-11-03
Sincerus Advisory, LLC
INCREASED
Shares7,727 from 7,329
Change+398 (+5%)
Value$2.6M (+$452.7K)
Filed 2026-10-09
Stephenson & Company, Inc.
UNCHANGED
Shares7,704 from 7,704
Change0 (0%)
Value$2.6M (+$336.4K)
Filed 2026-10-30
Sightline Wealth Advisors, LLC
INCREASED
Shares7,697 from 6,596
Change+1,101 (+17%)
Value$2.6M (+$654.8K)
Filed 2026-10-21
Bosman Wealth Management, LLC
DECREASED
Shares7,649 from 7,651
Change-2 (0%)
Value$2.5M (+$333.4K)
Filed 2026-10-28
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares7,647 from 7,655
Change-8 (0%)
Value$2.5M (+$331.6K)
Filed 2026-10-29
Keeler Thomas Management LLC
DECREASED
Shares7,626 from 7,744
Change-118 (-2%)
Value$2.5M (+$298.8K)
Filed 2026-10-29
Foundation Wealth Management, Llc\pa
INCREASED
Shares7,624 from 7,489
Change+135 (+2%)
Value$2.5M (+$371.9K)
Filed 2026-10-14
Schuylkill Financial LLC
DECREASED
Shares7,617 from 8,941
Change-1,324 (-15%)
Value$2.5M (-$50.5K)
Filed 2026-10-21
United Financial Planning Group LLC
DECREASED
Shares7,615 from 7,621
Change-6 (0%)
Value$2.5M (+$330.5K)
Filed 2026-11-04
Alpha Zero LLC
INCREASED
Shares7,614 from 7,565
Change+49 (+1%)
Value$2.5M (+$14.6K)
Filed 2026-11-06
Boyd Wealth Management, LLC
INCREASED
Shares7,579 from 4,794
Change+2,785 (+58%)
Value$2.5M (+$1.1M)
Filed 2026-10-20
Guidance Point Advisors, LLC
DECREASED
Shares7,579 from 7,582
Change-3 (0%)
Value$2.5M (+$330.3K)
Filed 2026-10-15
Pictet Bank & Trust Ltd
INCREASED
Shares7,574 from 7,404
Change+170 (+2%)
Value$2.5M (+$379.9K)
Filed 2026-10-21
Alternative Investment Advisors, Llc.
INCREASED
Shares7,569 from 7,129
Change+440 (+6%)
Value$2.5M (+$458.4K)
Filed 2026-11-03
Beacon Financial Planning, Inc
INCREASED
Shares7,568 from 7,317
Change+251 (+3%)
Value$2.5M (+$403.0K)
Filed 2026-11-04
Tealwood Asset Management Inc
DECREASED
Shares7,559 from 7,824
Change-265 (-3%)
Value$2.5M (+$253.0K)
Filed 2026-10-13
Insight 2811, Inc.
DECREASED
Shares7,557 from 7,649
Change-92 (-1%)
Value$2.5M (+$303.3K)
Filed 2026-11-06
City Center Advisors, LLC
INCREASED
Shares7,551 from 7,117
Change+434 (+6%)
Value$2.5M (+$455.3K)
Filed 2026-10-08
Horrell Capital Management, Inc.
DECREASED
Shares7,545 from 7,575
Change-30 (0%)
Value$2.5M (+$320.7K)
Filed 2026-10-08
Eagle Bluffs Wealth Management LLC
INCREASED
Shares7,538 from 7,387
Change+151 (+2%)
Value$2.5M (+$372.8K)
Filed 2026-10-20
Stirlingshire Investments, Inc.
INCREASED
Shares7,518 from 7,357
Change+161 (+2%)
Value$2.5M (+$374.7K)
Filed 2026-11-05
Lakeside Advisors, Inc.
DECREASED
Shares7,513 from 7,944
Change-431 (-5%)
Value$2.5M (+$203.4K)
Filed 2026-10-20
Echo Wealth Management, LLC
DECREASED
Shares7,505 from 7,954
Change-449 (-6%)
Value$2.5M (+$197.7K)
Filed 2026-10-15
WealthPoint Financial, LLC
DECREASED
Shares7,504 from 7,573
Change-69 (-1%)
Value$2.5M (+$307.4K)
Filed 2026-11-03
Oakland Financial Corp
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$2.5M (+$327.5K)
Filed 2026-11-05
Whipplewood Advisors, LLC
DECREASED
Shares7,499 from 7,727
Change-228 (-3%)
Value$2.5M (+$261.4K)
Filed 2026-10-20
HMV Wealth Advisors, LLC
INCREASED
Shares7,479 from 6,367
Change+1,112 (+17%)
Value$2.5M (+$648.3K)
Filed 2026-10-27
Lynch Investment Planning, LLC
DECREASED
Shares7,476 from 7,728
Change-252 (-3%)
Value$2.5M (+$253.4K)
Filed 2026-10-27
Western Reserve Capital Management, LLC
DECREASED
Shares7,465 from 7,774
Change-309 (-4%)
Value$2.5M (+$236.5K)
Filed 2026-10-14
Paragon Advisors, LLC
INCREASED
Shares7,429 from 7,113
Change+316 (+4%)
Value$2.5M (+$415.8K)
Filed 2026-11-03
Advus Financial Partners, LLC
DECREASED
Shares7,425 from 7,677
Change-252 (-3%)
Value$2.5M (+$251.3K)
Filed 2026-10-20
TopTier Wealth Management, LLC
INCREASED
Shares7,422 from 7,368
Change+54 (+1%)
Value$2.5M (+$339.4K)
Filed 2026-10-16
Kelsey Financial, LLC
INCREASED
Shares7,411 from 7,278
Change+133 (+2%)
Value$2.5M (+$361.9K)
Filed 2026-10-28
Equita Financial Network, Inc.
DECREASED
Shares7,398 from 8,582
Change-1,184 (-14%)
Value$2.5M (-$19.5K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
DECREASED
Shares7,388 from 7,547
Change-159 (-2%)
Value$2.5M (+$276.5K)
Filed 2026-10-26
Mason & Associates, LLC
UNCHANGED
Shares7,386 from 7,386
Change0 (0%)
Value$2.5M (+$322.5K)
Filed 2026-10-26
Downshift Financial, LLC
INCREASED
Shares7,383 from 2,113
Change+5,270 (+249%)
Value$2.5M (+$1.8M)
Filed 2026-10-13
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares7,370 from 7,370
Change0 (0%)
Value$2.5M (+$321.0K)
Filed 2026-10-27
Michael Brady & Co., LLC
DECREASED
Shares7,360 from 7,395
Change-35 (0%)
Value$2.5M (+$311.2K)
Filed 2026-10-23
Avid Wealth Partners LLC
INCREASED
Shares7,353 from 6,833
Change+520 (+8%)
Value$2.4M (+$471.6K)
Filed 2026-11-03
Redwood Financial Network Corp
DECREASED
Shares7,346 from 8,082
Change-736 (-9%)
Value$2.4M (+$107.7K)
Filed 2026-11-03
Harbor Group, Inc.
INCREASED
Shares7,340 from 7,097
Change+243 (+3%)
Value$2.4M (+$390.8K)
Filed 2026-10-14
Clear Retirement Advice LLC
INCREASED
Shares7,338 from 6,525
Change+813 (+12%)
Value$2.4M (+$555.7K)
Filed 2026-10-22
Maseco LLP
INCREASED
Shares7,328 from 7,306
Change+22 (+0%)
Value$2.4M (+$327.9K)
Filed 2026-10-27
Lawood & Co
DECREASED
Shares7,320 from 7,337
Change-17 (0%)
Value$2.4M (+$314.7K)
Filed 2026-10-09
Meredith Wealth Planning
INCREASED
Shares7,317 from 7,181
Change+136 (+2%)
Value$2.4M (+$358.8K)
Filed 2026-10-14
Prospera Capital Management, LLC
INCREASED
Shares7,314 from 6,975
Change+339 (+5%)
Value$2.4M (+$258.3K)
Filed 2026-10-19
Long Island Wealth Management, Inc.
INCREASED
Shares7,299 from 6,357
Change+942 (+15%)
Value$2.4M (+$591.3K)
Filed 2026-10-20
Wealth Group Ltd
UNCHANGED
Shares7,298 from 7,298
Change0 (0%)
Value$2.4M (+$323.5K)
Filed 2026-10-07
Juno Financial Group LLC
INCREASED
Shares7,292 from 7,146
Change+146 (+2%)
Value$2.4M (+$360.7K)
Filed 2026-10-27
DCF Advisers, LLC
INCREASED
Shares7,250 from 5,750
Change+1,500 (+26%)
Value$2.4M (+$750.6K)
Filed 2026-11-04
Presilium Private Wealth, LLC
INCREASED
Shares7,210 from 6,447
Change+763 (+12%)
Value$2.4M (+$535.6K)
Filed 2026-10-26
Investment Planning Advisors, Inc.
INCREASED
Shares7,201 from 6,808
Change+393 (+6%)
Value$2.4M (+$428.3K)
Filed 2026-10-14
Gruss & Co., LLC
INCREASED
Shares7,200 from 5,700
Change+1,500 (+26%)
Value$2.4M (+$748.4K)
Filed 2026-11-02
Mokosak Advisory Group, LLC
INCREASED
Shares7,179 from 7,126
Change+53 (+1%)
Value$2.4M (+$329.3K)
Filed 2026-10-20
Carroll Advisory Group, LLC
INCREASED
Shares7,168 from 6,591
Change+577 (+9%)
Value$2.4M (+$480.0K)
Filed 2026-10-16
Aufman Associates Inc
DECREASED
Shares7,154 from 7,354
Change-200 (-3%)
Value$2.4M (+$254.4K)
Filed 2026-11-04
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares7,150 from 7,150
Change0 (0%)
Value$2.4M (+$312.2K)
Filed 2026-10-29
Altar Rock LLC
DECREASED
Shares7,096 from 7,173
Change-77 (-1%)
Value$2.4M (+$313.2K)
Filed 2026-11-06
Colony Family Offices, LLC
DECREASED
Shares7,078 from 10,433
Change-3,355 (-32%)
Value$2.4M (-$661.8K)
Filed 2026-10-22
Summitas Investment Management LLC
UNCHANGED
Shares7,066 from 7,066
Change0 (0%)
Value$2.4M (+$308.5K)
Filed 2026-10-16
Mainsail Financial Group, LLC
INCREASED
Shares7,051 from 6,014
Change+1,037 (+17%)
Value$2.3M (+$607.9K)
Filed 2026-10-23
Meriwether Wealth & Planning, LLC
DECREASED
Shares7,032 from 7,105
Change-73 (-1%)
Value$2.3M (+$285.9K)
Filed 2026-10-13
Mustard Seed Financial, LLC
DECREASED
Shares7,019 from 7,586
Change-567 (-7%)
Value$2.3M (+$142.4K)
Filed 2026-10-30
Grange Capital, LLC
DECREASED
Shares7,015 from 7,047
Change-32 (0%)
Value$2.3M (+$296.9K)
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares6,970 from 7,045
Change-75 (-1%)
Value$2.3M (+$282.5K)
Filed 2026-10-28
Shelton Wealth Management, LLC
INCREASED
Shares6,877 from 6,802
Change+75 (+1%)
Value$2.3M (+$321.7K)
Filed 2026-10-16
RTD Financial Advisors, Inc.
DECREASED
Shares6,862 from 7,344
Change-482 (-7%)
Value$2.3M (+$160.2K)
Filed 2026-10-09
Eliot Finkel Investment Counsel, LLC
UNCHANGED
Shares6,860 from 6,860
Change0 (0%)
Value$2.3M (+$299.5K)
Filed 2026-11-03
Williams Financial, LLC
DECREASED
Shares6,859 from 6,865
Change-6 (0%)
Value$2.3M (+$297.7K)
Filed 2026-10-19
marrick wealth, LLC
INCREASED
Shares6,847 from 6,674
Change+173 (+3%)
Value$2.3M (+$349.0K)
Filed 2026-10-20
Financial Guidance Group, Inc.
DECREASED
Shares6,836 from 7,279
Change-443 (-6%)
Value$2.3M (+$170.3K)
Filed 2026-10-21
Persium Advisors, LLC
DECREASED
Shares6,833 from 8,479
Change-1,646 (-19%)
Value$2.3M (-$178.0K)
Filed 2026-10-07
Strategic Point Investment Advisors, LLC
DECREASED
Shares6,823 from 7,416
Change-593 (-8%)
Value$2.3M (+$126.4K)
Filed 2026-10-29
Gibson Wealth Advisors LLC
DECREASED
Shares6,819 from 6,835
Change-16 (0%)
Value$2.3M (+$293.0K)
Filed 2026-10-20
B&D White Capital Company, LLC
DECREASED
Shares6,811 from 10,129
Change-3,318 (-33%)
Value$2.3M (-$662.7K)
Filed 2026-11-02
Truefg, LLC
DECREASED
Shares6,796 from 6,872
Change-76 (-1%)
Value$2.3M (+$274.7K)
Filed 2026-10-15
M Wealth Management, LLC
UNCHANGED
Shares6,791 from 6,791
Change0 (0%)
Value$2.3M (+$296.5K)
Filed 2026-10-14
Breachway Investments LLC
DECREASED
Shares6,786 from 6,798
Change-12 (0%)
Value$2.3M (+$292.8K)
Filed 2026-10-19
Wealth Advisors Northwest LLC
DECREASED
Shares6,781 from 7,856
Change-1,075 (-14%)
Value$2.3M (-$14.9K)
Filed 2026-10-29
Summit Securities Group LLC
DECREASED
Shares6,779 from 51,077
Change-44,298 (-87%)
Value$2.3M (-$12.5M)
Filed 2026-11-05
Lord & Richards Wealth Management, LLC
INCREASED
Shares6,779 from 2,692
Change+4,087 (+152%)
Value$2.3M (+$1.5M)
Filed 2026-10-14
Essential Planning, Llc.
DECREASED
Shares6,775 from 6,790
Change-15 (0%)
Value$2.3M (+$291.2K)
Filed 2026-10-21
Independence Wealth Advisors, LLC
DECREASED
Shares6,771 from 6,986
Change-215 (-3%)
Value$2.3M (+$233.6K)
Filed 2026-10-29
SRH Advisors, LLC
INCREASED
Shares6,768 from 6,767
Change+1 (+0%)
Value$2.3M (+$295.7K)
Filed 2026-10-22
Retirement Investment Advisors, Inc.
INCREASED
Shares6,746 from 6,698
Change+48 (+1%)
Value$2.2M (+$121.2K)
Filed 2026-10-22
Ergawealth Advisors, Inc.
INCREASED
Shares6,746 from 6,730
Change+16 (+0%)
Value$2.2M (+$299.0K)
Filed 2026-10-21
Hopwood Financial Services, Inc.
DECREASED
Shares6,744 from 7,229
Change-485 (-7%)
Value$2.2M (+$154.2K)
Filed 2026-10-29
Hanseatic Management Services Inc
INCREASED
Shares6,739 from 5,833
Change+906 (+16%)
Value$2.2M (+$556.4K)
Filed 2026-10-27
Oasis Advisors, LLC
INCREASED
Shares6,730 from 1,922
Change+4,808 (+250%)
Value$2.2M (+$1.7M)
Filed 2026-10-16
Unified Investment Management
DECREASED
Shares6,724 from 6,782
Change-58 (-1%)
Value$2.2M (+$276.8K)
Filed 2026-10-14
Worthington Financial Partners, LLC
DECREASED
Shares6,722 from 6,726
Change-4 (0%)
Value$2.2M (+$292.3K)
Filed 2026-10-13
Cooper Capital Advisors LLC
INCREASED
Shares6,721 from 6,600
Change+121 (+2%)
Value$2.2M (+$328.5K)
Filed 2026-10-29
Durante & Waters, LLC
INCREASED
Shares6,718 from 5,552
Change+1,166 (+21%)
Value$2.2M (+$630.7K)
Filed 2026-10-28
American National Bank of Texas
DECREASED
Shares6,714 from 6,725
Change-11 (0%)
Value$2.2M (+$290.0K)
Filed 2026-10-07
Ebert Capital Management Inc.
DECREASED
Shares6,708 from 6,999
Change-291 (-4%)
Value$2.2M (+$208.7K)
Filed 2026-10-08
Burr Financial Services, LLC
DECREASED
Shares6,703 from 6,998
Change-295 (-4%)
Value$2.2M (+$207.3K)
Filed 2026-10-08
Alterna Wealth Management, Inc
DECREASED
Shares6,700 from 10,528
Change-3,828 (-36%)
Value$2.2M (-$815.1K)
Filed 2026-10-27
Ti-Trust, Inc
UNCHANGED
Shares6,685 from 6,685
Change0 (0%)
Value$2.2M (+$291.9K)
Filed 2026-10-21
Aegis Wealth Management, Inc.
INCREASED
Shares6,670 from 6,587
Change+83 (+1%)
Value$2.2M (+$315.0K)
Filed 2026-10-26
Stonebridge Wealth Management, LLC
UNCHANGED
Shares6,648 from 6,648
Change0 (0%)
Value$2.2M (+$290.3K)
Filed 2026-10-09
Kure Advisory, LLC
INCREASED
Shares6,635 from 6,593
Change+42 (+1%)
Value$2.2M (+$301.9K)
Filed 2026-10-08
EnRich Financial Partners LLC
INCREASED
Shares6,613 from 6,394
Change+219 (+3%)
Value$2.2M (+$352.1K)
Filed 2026-10-21
FWG Investments, Llc.
DECREASED
Shares6,609 from 7,209
Change-600 (-8%)
Value$2.2M (+$114.7K)
Filed 2026-11-03
Hibernia Wealth Partners, LLC
INCREASED
Shares6,607 from 3,960
Change+2,647 (+67%)
Value$2.2M (+$1.1M)
Filed 2026-10-29
HFG Wealth Management, LLC
UNCHANGED
Shares6,590 from 6,590
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-16
Clear Investment Research, LLC
DECREASED
Shares6,581 from 6,702
Change-121 (-2%)
Value$2.2M (+$252.3K)
Filed 2026-11-06
Gainplan LLC
DECREASED
Shares6,572 from 6,622
Change-50 (-1%)
Value$2.2M (+$272.5K)
Filed 2026-10-09
Cedar Point Capital Partners, LLC
DECREASED
Shares6,565 from 6,645
Change-80 (-1%)
Value$2.2M (+$263.5K)
Filed 2026-10-29
Capital Investment Services of America, Inc.
DECREASED
Shares6,564 from 6,819
Change-255 (-4%)
Value$2.2M (+$212.8K)
Filed 2026-11-02
Rebalance, LLC
DECREASED
Shares6,563 from 6,616
Change-53 (-1%)
Value$2.2M (+$271.3K)
Filed 2026-10-22
Ehrlich Financial Group
INCREASED
Shares6,549 from 6,284
Change+265 (+4%)
Value$2.2M (+$362.6K)
Filed 2026-10-20
Lane Brothers & Co Inc
DECREASED
Shares6,533 from 8,783
Change-2,250 (-26%)
Value$2.2M (-$365.7K)
Filed 2026-11-02
Genesis Private Wealth, LLC
DECREASED
Shares6,533 from 7,678
Change-1,145 (-15%)
Value$2.2M (-$46.1K)
Filed 2026-11-02
Connective Portfolio Management, LLC
INCREASED
Shares6,520 from 3,520
Change+3,000 (+85%)
Value$2.2M (+$1.2M)
Filed 2026-10-22
CenterStar Asset Management, LLC
INCREASED
Shares6,510 from 5,422
Change+1,088 (+20%)
Value$2.2M (+$600.7K)
Filed 2026-10-09
Shade Tree Advisors LLC
NEW
Shares6,496
Change+6,496
Value$2.2M
Filed 2026-10-22
Corundum Trust Company, Inc
DECREASED
Shares6,491 from 6,512
Change-21 (0%)
Value$2.2M (+$277.3K)
Filed 2026-10-29
Hegarty Advisors, LLC
DECREASED
Shares6,461 from 6,468
Change-7 (0%)
Value$2.2M (+$280.1K)
Filed 2026-10-20
Bare Financial Services, Inc
INCREASED
Shares6,457 from 6,318
Change+139 (+2%)
Value$2.2M (+$322.3K)
Filed 2026-11-04
Horizon Financial Services, LLC
INCREASED
Shares6,455 from 6,321
Change+134 (+2%)
Value$2.1M (+$320.6K)
Filed 2026-11-04
Verity Asset Management, Inc.
INCREASED
Shares6,451 from 6,392
Change+59 (+1%)
Value$2.1M (+$298.5K)
Filed 2026-10-30
Merited Wealth, LLC
DECREASED
Shares6,437 from 6,454
Change-17 (0%)
Value$2.1M (+$276.1K)
Filed 2026-10-13
Absolute Capital Management, LLC
INCREASED
Shares6,429 from 4,342
Change+2,087 (+48%)
Value$2.1M (+$884.6K)
Filed 2026-10-16
Holland Advisory Services, Inc.
DECREASED
Shares6,429 from 7,524
Change-1,095 (-15%)
Value$2.1M (-$36.2K)
Filed 2026-10-26
Marotta Asset Management
INCREASED
Shares6,427 from 6,368
Change+59 (+1%)
Value$2.1M (+$265.7K)
Filed 2026-10-02
Evansbrook LLC
DECREASED
Shares6,423 from 6,433
Change-10 (0%)
Value$2.1M (+$277.6K)
Filed 2026-10-16
Boyum Wealth Architects LLC
INCREASED
Shares6,411 from 6,331
Change+80 (+1%)
Value$2.1M (+$130.4K)
Filed 2026-10-06
Reston Wealth Management LLC
DECREASED
Shares6,404 from 6,680
Change-276 (-4%)
Value$2.1M (+$199.8K)
Filed 2026-10-29
Vista Finance, LLC
DECREASED
Shares6,404 from 6,408
Change-4 (0%)
Value$2.1M (+$278.4K)
Filed 2026-10-23
Opulen Financial Group LLC
INCREASED
Shares6,401 from 5,633
Change+768 (+14%)
Value$2.1M (+$501.7K)
Filed 2026-10-22
Schwartz Investment Counsel Inc
DECREASED
Shares6,400 from 6,500
Change-100 (-2%)
Value$2.1M (+$250.5K)
Filed 2026-10-26
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares6,376 from 6,266
Change+110 (+2%)
Value$2.1M (+$310.0K)
Filed 2026-10-15
Rodgers & Associates, LTD
DECREASED
Shares6,340 from 6,370
Change-30 (0%)
Value$2.1M (+$268.1K)
Filed 2026-10-20
Lionsbridge Wealth Management LLC
DECREASED
Shares6,336 from 6,522
Change-186 (-3%)
Value$2.1M (+$222.8K)
Filed 2026-10-26
MBE Wealth Management, LLC
INCREASED
Shares6,335 from 6,288
Change+47 (+1%)
Value$2.1M (+$290.3K)
Filed 2026-10-26
Cottonwood Capital Advisors, LLC
UNCHANGED
Shares6,314 from 6,314
Change0 (0%)
Value$2.1M (+$275.8K)
Filed 2026-10-20
Carolina Wealth Management Inc
INCREASED
Shares6,279 from 5,942
Change+337 (+6%)
Value$2.1M (+$371.7K)
Filed 2026-10-29
Phillip James Consulting Co.
UNCHANGED
Shares6,270 from 6,270
Change0 (0%)
Value$2.1M (+$273.7K)
Filed 2026-11-03
Sulzberger Capital Advisors, Inc.
INCREASED
Shares6,261 from 5,407
Change+854 (+16%)
Value$2.1M (+$520.8K)
Filed 2026-10-20
Lutz Financial Services LLC
INCREASED
Shares6,244 from 6,200
Change+44 (+1%)
Value$2.1M (+$285.3K)
Filed 2026-11-06
BankChampaign, National Association
DECREASED
Shares6,236 from 6,314
Change-78 (-1%)
Value$2.1M (+$249.7K)
Filed 2026-10-19
Bucket List Wealth Management, LLC
INCREASED
Shares6,222 from 6,065
Change+157 (+3%)
Value$2.1M (+$317.0K)
Filed 2026-10-22
Darrow Company, Inc.
INCREASED
Shares6,221 from 4,758
Change+1,463 (+31%)
Value$2.1M (+$695.0K)
Filed 2026-10-22
Unify Financial Advisors
DECREASED
Shares6,218 from 6,263
Change-45 (-1%)
Value$2.1M (+$258.4K)
Filed 2026-11-03
Yoffe Investment Management, LLC
UNCHANGED
Shares6,212 from 6,212
Change0 (0%)
Value$2.1M (+$271.2K)
Filed 2026-11-02
GK Wealth Management LLC
DECREASED
Shares6,210 from 8,730
Change-2,520 (-29%)
Value$2.1M (-$458.6K)
Filed 2026-10-09
DBK Financial Counsel, LLC
INCREASED
Shares6,208 from 6,205
Change+3 (+0%)
Value$2.1M (+$271.9K)
Filed 2026-10-13
Fortress Financial Group, LLC
INCREASED
Shares6,203 from 6,177
Change+26 (+0%)
Value$2.1M (+$278.3K)
Filed 2026-10-21
Post Resch Tallon Group Inc.
INCREASED
Shares6,183 from 6,037
Change+146 (+2%)
Value$2.1M (+$312.4K)
Filed 2026-10-09
Retireful, LLC
NEW
Shares6,174
Change+6,174
Value$2.1M
Filed 2026-10-09
Blue Jean Financial LLC
INCREASED
Shares6,169 from 6,101
Change+68 (+1%)
Value$2.1M (+$289.0K)
Filed 2026-10-20
Guardsman Private Capital Management, Inc.
INCREASED
Shares6,151 from 6,128
Change+23 (+0%)
Value$2.0M (+$275.2K)
Filed 2026-10-19
Optima Capital LLC
INCREASED
Shares6,147 from 5,879
Change+268 (+5%)
Value$2.0M (+$346.1K)
Filed 2026-10-29
Auto-Owners Insurance Co
DECREASED
Shares6,128 from 14,818
Change-8,690 (-59%)
Value$2.0M (-$2.2M)
Filed 2026-10-15
Matthew Goff Investment Advisor, LLC
INCREASED
Shares6,128 from 6,113
Change+15 (+0%)
Value$2.0M (+$271.9K)
Filed 2026-10-13
PFG Private Wealth Management, LLC
DECREASED
Shares6,123 from 6,613
Change-490 (-7%)
Value$2.0M (+$125.7K)
Filed 2026-10-15
Greenhouse Wealth Management, LLC
UNCHANGED
Shares6,103 from 6,103
Change0 (0%)
Value$2.0M (+$266.5K)
Filed 2026-10-20
J.M. Arbour, LLC
DECREASED
Shares6,090 from 6,821
Change-731 (-11%)
Value$2.0M (+$53.9K)
Filed 2026-11-05
Lavelle Capital LP
DECREASED
Shares6,080 from 6,088
Change-8 (0%)
Value$2.0M (+$263.2K)
Filed 2026-11-03
Sippican Capital Advisors
INCREASED
Shares6,074 from 6,008
Change+66 (+1%)
Value$2.0M (+$284.3K)
Filed 2026-10-23
Grove Street Fiduciary, LLC
INCREASED
Shares6,069 from 6,060
Change+9 (+0%)
Value$2.0M (+$267.6K)
Filed 2026-10-13
Blue Water Asset Management
INCREASED
Shares6,057 from 5,827
Change+230 (+4%)
Value$2.0M (+$330.8K)
Filed 2026-11-04
Seneca Financial Advisors LLC
DECREASED
Shares6,057 from 6,061
Change-4 (0%)
Value$2.0M (+$263.3K)
Filed 2026-10-28
Ackerman Capital Advisors, LLC
INCREASED
Shares6,030 from 5,298
Change+732 (+14%)
Value$2.0M (+$475.1K)
Filed 2026-10-30
GoalFusion Wealth Management, LLC
INCREASED
Shares6,028 from 6,014
Change+14 (+0%)
Value$2.0M (+$267.2K)
Filed 2026-10-06
Northwest Wealth Advisors, LLC
DECREASED
Shares6,022 from 6,061
Change-39 (-1%)
Value$2.0M (+$251.5K)
Filed 2026-11-02
Rakuten Securities, Inc.
DECREASED
Shares6,016 from 6,824
Change-808 (-12%)
Value$2.0M (+$28.9K)
Filed 2026-11-02
Citrine Capital LLC
INCREASED
Shares6,013 from 5,737
Change+276 (+5%)
Value$2.0M (+$342.2K)
Filed 2026-10-14
Lesa Sroufe & Co
UNCHANGED
Shares5,993 from 5,993
Change0 (0%)
Value$2.0M (+$262.0K)
Filed 2026-10-29
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares5,989 from 5,989
Change0 (0%)
Value$2.0M (+$261.5K)
Filed 2026-10-30
IAG Wealth Partners, LLC
INCREASED
Shares5,983 from 5,689
Change+294 (+5%)
Value$2.0M (+$346.4K)
Filed 2026-11-06
North Point Portfolio Managers Corp
DECREASED
Shares5,976 from 6,166
Change-190 (-3%)
Value$2.0M (+$205.9K)
Filed 2026-10-07
First Growth Capital LLC
DECREASED
Shares5,965 from 6,011
Change-46 (-1%)
Value$2.0M (+$247.1K)
Filed 2026-10-15
Seven Post Investment Office LP
UNCHANGED
Shares5,951 from 5,951
Change0 (0%)
Value$2.0M (+$259.8K)
Filed 2026-10-26
Michels Family Financial, LLC
INCREASED
Shares5,945 from 5,944
Change+1 (+0%)
Value$2.0M (+$259.7K)
Filed 2026-11-02
Slocum, Gordon & Co LLP
DECREASED
Shares5,938 from 6,738
Change-800 (-12%)
Value$2.0M (+$27.8K)
Filed 2026-10-19
SoundView Advisors Inc.
INCREASED
Shares5,930 from 5,729
Change+201 (+4%)
Value$2.0M (+$317.0K)
Filed 2026-11-04
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares5,929 from 6,103
Change-174 (-3%)
Value$2.0M (+$208.6K)
Filed 2026-10-19
Dutch Asset Corp
DECREASED
Shares5,920 from 8,431
Change-2,511 (-30%)
Value$2.0M (-$468.2K)
Filed 2026-10-20
Prism Planning Partners LLC
INCREASED
Shares5,906 from 5,826
Change+80 (+1%)
Value$2.0M (+$281.0K)
Filed 2026-10-27
Biltmore Wealth Management, LLC
INCREASED
Shares5,901 from 5,851
Change+50 (+1%)
Value$2.0M (+$272.2K)
Filed 2026-10-09
Wellington Shields & Co., LLC
DECREASED
Shares5,900 from 116,104
Change-110,204 (-95%)
Value$2.0M (-$31.6M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
DECREASED
Shares5,900 from 99,923
Change-94,023 (-94%)
Value$2.0M (-$26.9M)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$2.0M (+$257.6K)
Filed 2026-11-03
Columbia Advisory Partners LLC
INCREASED
Shares5,892 from 5,873
Change+19 (+0%)
Value$2.0M (+$262.7K)
Filed 2026-10-15
Partners in Financial Planning
DECREASED
Shares5,884 from 5,921
Change-37 (-1%)
Value$2.0M (+$246.3K)
Filed 2026-11-06
Kagan Cocozza Asset Management
DECREASED
Shares5,874 from 5,911
Change-37 (-1%)
Value$2.0M (+$245.8K)
Filed 2026-10-19
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares5,871 from 6,105
Change-234 (-4%)
Value$2.0M (+$188.8K)
Filed 2026-10-15
MAD River Investors
INCREASED
Shares5,847 from 5,050
Change+797 (+16%)
Value$1.9M (+$485.9K)
Filed 2026-10-27
Groesbeck Investment Management Corp
UNCHANGED
Shares5,830 from 5,830
Change0 (0%)
Value$1.9M (+$255.0K)
Filed 2026-10-26
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares5,814 from 5,838
Change-24 (0%)
Value$1.9M (+$247.0K)
Filed 2026-10-29
Compass Financial Services Inc
DECREASED
Shares5,804 from 5,936
Change-132 (-2%)
Value$1.9M (+$215.2K)
Filed 2026-11-06
Wealthstar Advisors, LLC
INCREASED
Shares5,759 from 5,738
Change+21 (+0%)
Value$1.9M (+$257.7K)
Filed 2026-10-19
IronOak Wealth Llc.
NEW
Shares5,751
Change+5,751
Value$1.9M
Filed 2026-11-06
Baron Financial Group, LLC
DECREASED
Shares5,737 from 5,986
Change-249 (-4%)
Value$1.9M (+$178.4K)
Filed 2026-10-09
Tepp RIA, LLC
INCREASED
Shares5,733 from 5,729
Change+4 (+0%)
Value$1.9M (+$251.6K)
Filed 2026-10-14
Beacon Wealthcare LLC
DECREASED
Shares5,729 from 5,780
Change-51 (-1%)
Value$1.9M (+$235.4K)
Filed 2026-10-02
Ethos Capital Management, Inc.
INCREASED
Shares5,724 from 4,199
Change+1,525 (+36%)
Value$1.9M (+$691.3K)
Filed 2026-11-03
William Howard & Co Financial Advisors Inc
DECREASED
Shares5,721 from 6,307
Change-586 (-9%)
Value$1.9M (+$80.2K)
Filed 2026-11-04
Optimas Capital Ltd
NEW
Shares5,720
Change+5,720
Value$1.9M
Filed 2026-11-03
Decker Retirement Planning Inc.
DECREASED
Shares5,713 from 6,183
Change-470 (-8%)
Value$1.9M (+$113.4K)
Filed 2026-10-19
Joel Adams & Associates, Inc.
INCREASED
Shares5,669 from 5,349
Change+320 (+6%)
Value$1.9M (+$340.2K)
Filed 2026-11-02
Nearside Advisors, LLC
NEW
Shares5,668
Change+5,668
Value$1.9M
Filed 2026-10-20
JIM Saulnier & Associates, LLC
DECREASED
Shares5,648 from 5,767
Change-119 (-2%)
Value$1.9M (+$212.0K)
Filed 2026-11-04
Evolution Advisers, Inc.
INCREASED
Shares5,626 from 5,442
Change+184 (+3%)
Value$1.9M (+$355.6K)
Filed 2026-11-06
CDM Financial Counseling Services, Inc.
DECREASED
Shares5,623 from 5,696
Change-73 (-1%)
Value$1.9M (+$224.1K)
Filed 2026-10-15
O'Connor Financial Group LLC
INCREASED
Shares5,622 from 5,491
Change+131 (+2%)
Value$1.9M (+$283.4K)
Filed 2026-10-26
Granville Capital, Inc.
INCREASED
Shares5,619 from 4,388
Change+1,231 (+28%)
Value$1.9M (+$601.7K)
Filed 2026-11-05
21 West Wealth Management LLC
DECREASED
Shares5,603 from 5,834
Change-231 (-4%)
Value$1.9M (+$177.8K)
Filed 2026-10-13
Parker Financial LLC
DECREASED
Shares5,572 from 5,581
Change-9 (0%)
Value$1.9M (+$240.6K)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares5,570 from 5,570
Change0 (0%)
Value$1.9M (+$243.3K)
Filed 2026-10-15
Bayshore Asset Management, LLC
DECREASED
Shares5,557 from 5,998
Change-441 (-7%)
Value$1.9M (+$159.2K)
Filed 2026-11-03
Randall & Associates Wealth Management
INCREASED
Shares5,549 from 4,749
Change+800 (+17%)
Value$1.8M (+$473.8K)
Filed 2026-10-20
Aull & Monroe Investment Management Corp
DECREASED
Shares5,525 from 5,625
Change-100 (-2%)
Value$1.8M (+$212.3K)
Filed 2026-10-16
Equity Wealth Partners, LLC
DECREASED
Shares5,524 from 5,646
Change-122 (-2%)
Value$1.8M (+$205.8K)
Filed 2026-10-26
Advisory Advocates, LLC
DECREASED
Shares5,520 from 6,255
Change-735 (-12%)
Value$1.8M (+$28.2K)
Filed 2026-11-05
Keenan, LLC
DECREASED
Shares5,515 from 5,542
Change-27 (0%)
Value$1.8M (+$232.9K)
Filed 2026-10-23
Burk Holdings LLC
INCREASED
Shares5,514 from 5,073
Change+441 (+9%)
Value$1.8M (+$368.3K)
Filed 2026-11-05
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares5,505 from 5,574
Change-69 (-1%)
Value$1.8M (+$220.4K)
Filed 2026-10-16
Oceanside Advisors LLC
UNCHANGED
Shares5,504 from 5,504
Change0 (0%)
Value$1.8M (+$240.3K)
Filed 2026-11-03
McGrath & Associates, Inc.
NEW
Shares5,499
Change+5,499
Value$1.7M
Filed 2026-10-27
Mawer Investment Management Ltd.
DECREASED
Shares5,479 from 5,510
Change-31 (-1%)
Value$1.8M (+$230.2K)
Filed 2026-11-06
Dynamic Financial Group
DECREASED
Shares5,468 from 5,486
Change-18 (0%)
Value$1.8M (+$233.5K)
Filed 2026-10-28
Form Wealth Advisors, LLC
DECREASED
Shares5,463 from 5,651
Change-188 (-3%)
Value$1.8M (+$184.2K)
Filed 2026-10-13
SwitchPoint Financial Planning, LLC
INCREASED
Shares5,410 from 5,356
Change+54 (+1%)
Value$1.8M (+$251.8K)
Filed 2026-11-02
ADG Wealth Management Group, LLC
INCREASED
Shares5,389 from 5,388
Change+1 (+0%)
Value$1.8M (+$235.4K)
Filed 2026-10-23
Walker Financial Services, Inc.
INCREASED
Shares5,388 from 5,186
Change+202 (+4%)
Value$1.8M (+$293.8K)
Filed 2026-10-26
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares5,372 from 5,372
Change0 (0%)
Value$1.8M (+$234.5K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
INCREASED
Shares5,369 from 5,368
Change+1 (+0%)
Value$1.8M (+$234.6K)
Filed 2026-10-23
Copper Harbor Investment Advisors, LLC
DECREASED
Shares5,358 from 5,368
Change-10 (0%)
Value$1.8M (+$231.0K)
Filed 2026-10-16
BayBridge Capital Group, LLC
INCREASED
Shares5,310 from 4,847
Change+463 (+10%)
Value$1.8M (+$365.9K)
Filed 2026-10-13
Davidson Capital Management Inc.
INCREASED
Shares5,307 from 5,232
Change+75 (+1%)
Value$1.8M (+$253.4K)
Filed 2026-10-15
Live Oak Investment Partners
DECREASED
Shares5,302 from 5,450
Change-148 (-3%)
Value$1.8M (+$188.6K)
Filed 2026-10-23
Omnitrust Wealth Management, Inc
NEW
Shares5,294
Change+5,294
Value$1.8M
Filed 2026-11-02
Lighthouse Wealth Management Inc.
DECREASED
Shares5,294 from 5,345
Change-51 (-1%)
Value$1.8M (+$216.3K)
Filed 2026-10-13
Foundry Financial LLC
INCREASED
Shares5,287 from 4,256
Change+1,031 (+24%)
Value$1.8M (+$529.3K)
Filed 2026-10-16
Waycross Investment Management Co
DECREASED
Shares5,282 from 5,328
Change-46 (-1%)
Value$1.8M (+$217.4K)
Filed 2026-10-14
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares5,259 from 4,788
Change+471 (+10%)
Value$1.8M (+$365.8K)
Filed 2026-11-05
Cyr Financial Inc.
DECREASED
Shares5,255 from 5,397
Change-142 (-3%)
Value$1.7M (+$188.1K)
Filed 2026-10-16
Gibson Capital, LLC
DECREASED
Shares5,213 from 17,000
Change-11,787 (-69%)
Value$1.7M (-$3.2M)
Filed 2026-10-23
Svrn Asset Management, LLC
UNCHANGED
Shares5,208 from 5,208
Change0 (0%)
Value$1.7M (+$227.4K)
Filed 2026-11-02
Silver Lake Advisory, LLC
INCREASED
Shares5,201 from 5,197
Change+4 (+0%)
Value$1.7M (+$228.0K)
Filed 2026-10-22
Stack Financial Management, Inc
DECREASED
Shares5,187 from 5,487
Change-300 (-5%)
Value$1.7M (+$139.7K)
Filed 2026-11-02
Your Advocates Ltd., LLP
DECREASED
Shares5,185 from 5,565
Change-380 (-7%)
Value$1.7M (+$116.4K)
Filed 2026-11-03
WJ Wealth Management, LLC
INCREASED
Shares5,161 from 5,086
Change+75 (+1%)
Value$1.7M (+$247.0K)
Filed 2026-11-03
Gilbert Capital Group, Inc.
DECREASED
Shares5,153 from 5,155
Change-2 (0%)
Value$1.7M (+$224.4K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
DECREASED
Shares5,151 from 5,820
Change-669 (-11%)
Value$1.7M (+$31.2K)
Filed 2026-11-03
Berkeley, Inc
DECREASED
Shares5,144 from 5,200
Change-56 (-1%)
Value$1.7M (+$208.4K)
Filed 2026-10-20
AJ Advisors, LLC
DECREASED
Shares5,140 from 5,157
Change-17 (0%)
Value$1.7M (+$219.4K)
Filed 2026-10-29
Delta Wealth Advisors LLC
UNCHANGED
Shares5,129 from 5,129
Change0 (0%)
Value$1.7M (+$223.9K)
Filed 2026-10-09
Ferguson Johnson Wealth Management Inc
DECREASED
Shares5,127 from 5,266
Change-139 (-3%)
Value$1.7M (+$184.4K)
Filed 2026-11-05
VAN Strum & Towne Inc.
INCREASED
Shares5,126 from 4,537
Change+589 (+13%)
Value$1.7M (+$394.2K)
Filed 2026-11-06
Clark Wealth Partners
INCREASED
Shares5,126 from 4,664
Change+462 (+10%)
Value$1.7M (+$357.6K)
Filed 2026-10-19
Signature Resources Capital Management, LLC
INCREASED
Shares5,121 from 4,413
Change+708 (+16%)
Value$1.7M (+$428.5K)
Filed 2026-10-16
Kraft, Davis & Associates, LLC
INCREASED
Shares5,109 from 5,106
Change+3 (+0%)
Value$1.8M (+$145.5K)
Filed 2026-10-21
Mullooly Asset Management, Inc.
INCREASED
Shares5,104 from 5,102
Change+2 (+0%)
Value$1.7M (+$223.5K)
Filed 2026-10-30
Hummer Financial Advisory Services Inc
UNCHANGED
Shares5,103 from 5,103
Change0 (0%)
Value$1.7M (+$222.8K)
Filed 2026-10-09
Prota Financial, LLC
DECREASED
Shares5,088 from 5,152
Change-64 (-1%)
Value$1.7M (+$164.1K)
Filed 2026-10-08
Tabr Capital Management, LLC
DECREASED
Shares5,087 from 5,142
Change-55 (-1%)
Value$1.7M (+$206.4K)
Filed 2026-10-20
Cynosure Group, LLC
INCREASED
Shares5,084 from 5,083
Change+1 (+0%)
Value$1.7M (+$222.3K)
Filed 2026-11-03
Hardin Capital Partners, LLC
INCREASED
Shares5,075 from 3,901
Change+1,174 (+30%)
Value$1.7M (+$568.0K)
Filed 2026-10-09
Aureum Wealth Management, LLC
DECREASED
Shares5,056 from 5,066
Change-10 (0%)
Value$1.7M (+$217.9K)
Filed 2026-10-15
Elevate Capital Advisors, LLC
DECREASED
Shares5,039 from 8,599
Change-3,560 (-41%)
Value$1.7M (-$810.0K)
Filed 2026-11-02
Asempa Wealth Advisors
INCREASED
Shares5,032 from 4,956
Change+76 (+2%)
Value$1.7M (+$228.1K)
Filed 2026-10-07
L.K. Benson & Company, P.C.
DECREASED
Shares5,029 from 5,161
Change-132 (-3%)
Value$1.7M (+$181.4K)
Filed 2026-10-23
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares5,020 from 5,020
Change0 (0%)
Value$1.7M (+$219.2K)
Filed 2026-10-09
Level Wealth Management LLC
INCREASED
Shares5,013 from 2,957
Change+2,056 (+70%)
Value$1.7M (+$814.0K)
Filed 2026-10-23
RMR Capital Management, LLC
UNCHANGED
Shares5,006 from 5,006
Change0 (0%)
Value$1.7M (+$218.6K)
Filed 2026-10-23
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares5,004 from 5,262
Change-258 (-5%)
Value$1.7M (+$143.9K)
Filed 2026-11-03
Good Harbor Advisors, Inc.
DECREASED
Shares4,984 from 5,270
Change-286 (-5%)
Value$1.7M (+$134.6K)
Filed 2026-10-20
Foundry Financial Group, Inc.
INCREASED
Shares4,981 from 4,575
Change+406 (+9%)
Value$1.7M (+$335.0K)
Filed 2026-10-28
Marathon Mission, Inc.
INCREASED
Shares4,978 from 4,871
Change+107 (+2%)
Value$1.7M (+$248.3K)
Filed 2026-10-01
Del-Sette Capital Management, LLC
DECREASED
Shares4,977 from 10,082
Change-5,105 (-51%)
Value$1.7M (-$1.3M)
Filed 2026-10-23
Aquire Wealth Advisors, LLC
INCREASED
Shares4,958 from 4,827
Change+131 (+3%)
Value$1.7M (+$254.2K)
Filed 2026-10-23
Daviman Financial, LLC
DECREASED
Shares4,956 from 5,189
Change-233 (-4%)
Value$1.7M (+$148.8K)
Filed 2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares4,956 from 5,096
Change-140 (-3%)
Value$1.6M (+$176.7K)
Filed 2026-10-14
Wagner Wealth Management, Corp
DECREASED
Shares4,940 from 7,050
Change-2,110 (-30%)
Value$1.6M (-$394.9K)
Filed 2026-10-20
Attessa Capital LLC
DECREASED
Shares4,936 from 5,502
Change-566 (-10%)
Value$1.6M (+$51.8K)
Filed 2026-10-09
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares4,929 from 4,321
Change+608 (+14%)
Value$1.6M (+$391.2K)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares4,927 from 5,990
Change-1,063 (-18%)
Value$1.6M (-$92.5K)
Filed 2026-10-28
Sentinel Advisory Group, LLC
INCREASED
Shares4,923 from 4,729
Change+194 (+4%)
Value$1.6M (+$271.1K)
Filed 2026-10-20
Kingdom Financial Group Llc.
INCREASED
Shares4,920 from 4,690
Change+230 (+5%)
Value$1.6M (+$280.3K)
Filed 2026-11-04
Penney Financial, LLC
DECREASED
Shares4,917 from 8,892
Change-3,975 (-45%)
Value$1.6M (-$935.6K)
Filed 2026-10-20
Emergent Wealth Advisors, LLC
INCREASED
Shares4,914 from 4,816
Change+98 (+2%)
Value$1.6M (+$240.8K)
Filed 2026-10-09
Wavvest Wealth LLC
NEW
Shares4,891
Change+4,891
Value$1.6M
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED
Shares4,889 from 4,159
Change+730 (+18%)
Value$1.6M (+$381.6K)
Filed 2026-11-02
James Hambro & Partners LLP
INCREASED
Shares4,878 from 2,568
Change+2,310 (+90%)
Value$1.6M (+$882.0K)
Filed 2026-10-19
Spurstone Advisory Services, LLC
DECREASED
Shares4,876 from 4,954
Change-78 (-2%)
Value$1.6M (+$152.3K)
Filed 2026-11-02
Manitou Investment Management Ltd.
DECREASED
Shares4,871 from 7,322
Change-2,451 (-33%)
Value$1.6M (-$496.6K)
Filed 2026-10-15
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares4,871 from 5,005
Change-134 (-3%)
Value$1.6M (+$173.9K)
Filed 2026-10-22
Sage Financial Management Group, Inc.
DECREASED
Shares4,865 from 4,870
Change-5 (0%)
Value$1.6M (+$211.1K)
Filed 2026-11-06
Timonier Family Office, Ltd.
INCREASED
Shares4,862 from 4,861
Change+1 (+0%)
Value$1.6M (+$212.6K)
Filed 2026-11-03
Prodigy Asset Management LLC
DECREASED
Shares4,861 from 5,073
Change-212 (-4%)
Value$1.6M (+$150.9K)
Filed 2026-10-28
New England Professional Planning Group Inc.
UNCHANGED
Shares4,860 from 4,860
Change0 (0%)
Value$1.6M (+$212.2K)
Filed 2026-10-29
Guardian Wealth Management, Inc.
UNCHANGED
Shares4,853 from 4,853
Change0 (0%)
Value$1.6M (+$212.0K)
Filed 2026-10-30
truNorth Financial Services, Inc.
DECREASED
Shares4,849 from 4,917
Change-68 (-1%)
Value$1.6M (+$192.0K)
Filed 2026-11-06
High Probability Advisors, LLC
UNCHANGED
Shares4,848 from 4,848
Change0 (0%)
Value$1.6M (+$211.7K)
Filed 2026-10-19
SpringVest Wealth Management LLC
INCREASED
Shares4,847 from 4,595
Change+252 (+5%)
Value$1.6M (+$284.5K)
Filed 2026-10-27
Stronghold Wealth Management L.L.C.
DECREASED
Shares4,846 from 4,871
Change-25 (-1%)
Value$1.6M (+$204.3K)
Filed 2026-10-16
ATX Financial Planning, LLC
DECREASED
Shares4,843 from 5,788
Change-945 (-16%)
Value$1.6M (-$61.9K)
Filed 2026-10-14
Straight Path Wealth Management
INCREASED
Shares4,841 from 3,830
Change+1,011 (+26%)
Value$1.6M (+$503.9K)
Filed 2026-10-23
Sagace Wealth Management LLC
INCREASED
Shares4,841 from 4,618
Change+223 (+5%)
Value$1.6M (+$275.9K)
Filed 2026-10-28
Gold Investment Management Ltd.
INCREASED
Shares4,806 from 4,804
Change+2 (+0%)
Value$1.6M (+$210.4K)
Filed 2026-10-19
Reaves W H & Co Inc
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$1.6M (+$209.6K)
Filed 2026-11-06
POM Investment Strategies, LLC
INCREASED
Shares4,788 from 4,401
Change+387 (+9%)
Value$1.6M (+$321.0K)
Filed 2026-10-20
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares4,776 from 773
Change+4,003 (+518%)
Value$1.6M (+$1.4M)
Filed 2026-10-29
Integras Partners LLC
INCREASED
Shares4,768 from 4,767
Change+1 (+0%)
Value$1.6M (+$208.5K)
Filed 2026-10-30
Sfam, LLC
INCREASED
Shares4,739 from 4,719
Change+20 (+0%)
Value$1.6M (+$212.7K)
Filed 2026-11-03
Argyle Capital Management, LLC
DECREASED
Shares4,725 from 4,745
Change-20 (0%)
Value$1.6M (+$200.5K)
Filed 2026-10-28
Websterrogers Financial Advisors, LLC
DECREASED
Shares4,717 from 5,016
Change-299 (-6%)
Value$1.6M (+$119.1K)
Filed 2026-11-02
Cannon Financial Strategists, Inc.
DECREASED
Shares4,714 from 4,898
Change-184 (-4%)
Value$1.6M (+$152.6K)
Filed 2026-10-19
Shore Point Advisors, LLC
INCREASED
Shares4,710 from 4,109
Change+601 (+15%)
Value$1.6M (+$379.3K)
Filed 2026-10-14
Catalyst Capital Advisors LLC
DECREASED
Shares4,707 from 5,058
Change-351 (-7%)
Value$1.6M (+$103.9K)
Filed 2026-11-02
Hyposwiss Advisors SA
DECREASED
Shares4,705 from 4,807
Change-102 (-2%)
Value$1.6M (+$175.9K)
Filed 2026-10-26
William B. Walkup & Associates, Inc.
INCREASED
Shares4,703 from 3,514
Change+1,189 (+34%)
Value$1.6M (+$549.4K)
Filed 2026-11-05
ZynergyRetirementPlanningLLC
DECREASED
Shares4,703 from 4,874
Change-171 (-4%)
Value$1.6M (+$155.9K)
Filed 2026-10-08
Corrado Advisors, LLC
DECREASED
Shares4,693 from 4,714
Change-21 (0%)
Value$1.6M (+$198.7K)
Filed 2026-10-27
Stordahl Capital Management, Inc.
DECREASED
Shares4,684 from 4,742
Change-58 (-1%)
Value$1.6M (+$187.7K)
Filed 2026-10-22
Nottingham Advisors, Inc.
INCREASED
Shares4,677 from 3,963
Change+714 (+18%)
Value$1.6M (+$257.9K)
Filed 2026-10-29
Financial Concepts Unlimited, Inc.
DECREASED
Shares4,669 from 6,570
Change-1,901 (-29%)
Value$1.6M (-$346.4K)
Filed 2026-11-06
Global View Capital Management LLC
DECREASED
Shares4,663 from 4,823
Change-160 (-3%)
Value$1.6M (+$157.3K)
Filed 2026-10-28
McMill Wealth Management
INCREASED
Shares4,660 from 4,658
Change+2 (+0%)
Value$1.6M (+$203.9K)
Filed 2026-11-05
Seros Financial, LLC
INCREASED
Shares4,633 from 4,541
Change+92 (+2%)
Value$1.5M (+$228.9K)
Filed 2026-10-21
Alamar Capital Management, LLC
INCREASED
Shares4,616 from 4,521
Change+95 (+2%)
Value$1.5M (+$229.0K)
Filed 2026-11-02
Albert D Mason Inc
DECREASED
Shares4,614 from 4,657
Change-43 (-1%)
Value$1.5M (+$189.0K)
Filed 2026-10-27
IMG Wealth Management, Inc.
INCREASED
Shares4,599 from 4,048
Change+551 (+14%)
Value$1.5M (+$360.1K)
Filed 2026-10-27
Peak Financial Advisors LLC
INCREASED
Shares4,584 from 4,570
Change+14 (+0%)
Value$1.5M (+$204.2K)
Filed 2026-10-28
Blvd Private Wealth, LLC
DECREASED
Shares4,581 from 4,624
Change-43 (-1%)
Value$1.5M (+$187.6K)
Filed 2026-10-14
Independent Wealth Advisors LLC
DECREASED
Shares4,549 from 4,574
Change-25 (-1%)
Value$1.5M (+$191.1K)
Filed 2026-10-27
Stephen J. Garry & Associates, LLC
DECREASED
Shares4,548 from 4,922
Change-374 (-8%)
Value$1.5M (+$90.5K)
Filed 2026-11-05
Core Wealth Management, Inc.
INCREASED
Shares4,523 from 4,204
Change+319 (+8%)
Value$1.5M (+$289.9K)
Filed 2026-10-22
Sullivan Wood Capital Management LLC
UNCHANGED
Shares4,518 from 4,518
Change0 (0%)
Value$1.5M (+$197.3K)
Filed 2026-10-13
Milestones Private Investment Advisors LLC
DECREASED
Shares4,507 from 4,584
Change-77 (-2%)
Value$1.5M (+$174.5K)
Filed 2026-10-19
Freestate Advisors LLC
INCREASED
Shares4,505 from 4,401
Change+104 (+2%)
Value$1.5M (+$226.7K)
Filed 2026-10-09
Idaho Trust Co
INCREASED
Shares4,505 from 4,406
Change+99 (+2%)
Value$1.5M (+$225.3K)
Filed 2026-11-04
Fusion Family Wealth, LLC
DECREASED
Shares4,494 from 4,626
Change-132 (-3%)
Value$1.5M (+$158.0K)
Filed 2026-11-02
Belleair Asset Management, LLC
UNCHANGED
Shares4,489 from 4,489
Change0 (0%)
Value$1.5M (+$196.0K)
Filed 2026-11-03
Ridgeline Wealth Planning, LLC
INCREASED
Shares4,488 from 3,736
Change+752 (+20%)
Value$1.5M (+$413.6K)
Filed 2026-10-29
Swmg, LLC
INCREASED
Shares4,478 from 3,863
Change+615 (+16%)
Value$1.6M (+$343.2K)
Filed 2026-10-23
MontVue Capital Management, Inc.
UNCHANGED
Shares4,474 from 4,474
Change0 (0%)
Value$1.5M (+$195.3K)
Filed 2026-10-19
Invariant Investment Management
DECREASED
Shares4,469 from 4,494
Change-25 (-1%)
Value$1.5M (+$86.2K)
Filed 2026-10-08
James Reed Financial Services, Inc.
UNCHANGED
Shares4,469 from 4,469
Change0 (0%)
Value$1.5M (+$195.1K)
Filed 2026-10-26
Koenig Investment Advisory, LLC
DECREASED
Shares4,463 from 4,475
Change-12 (0%)
Value$1.5M (+$191.5K)
Filed 2026-10-09
DWM Financial Group, Inc.
INCREASED
Shares4,456 from 4,089
Change+367 (+9%)
Value$1.5M (+$372.5K)
Filed 2026-10-28
Briggs Wealth Management, Inc
INCREASED
Shares4,449 from 4,448
Change+1 (+0%)
Value$1.5M (+$194.5K)
Filed 2026-10-26
Englebert Financial Advisers, LLC
INCREASED
Shares4,443 from 4,223
Change+220 (+5%)
Value$1.5M (+$257.7K)
Filed 2026-10-20
Hiley Hunt Wealth Management
DECREASED
Shares4,439 from 4,717
Change-278 (-6%)
Value$1.5M (+$113.5K)
Filed 2026-10-08
Vericrest Private Wealth
DECREASED
Shares4,434 from 4,695
Change-261 (-6%)
Value$1.5M (+$118.1K)
Filed 2026-10-21
IFC & Insurance Marketing, Inc.
DECREASED
Shares4,410 from 4,657
Change-247 (-5%)
Value$1.5M (+$121.1K)
Filed 2026-10-16
Archer Investment Management, LLC
INCREASED
Shares4,397 from 3,406
Change+991 (+29%)
Value$1.5M (+$478.7K)
Filed 2026-10-13
Strategic Advisory Partners, LLC
DECREASED
Shares4,393 from 4,408
Change-15 (0%)
Value$1.5M (+$187.4K)
Filed 2026-11-06
Treasure Coast Financial Planning
DECREASED
Shares4,391 from 4,433
Change-42 (-1%)
Value$1.5M (+$179.6K)
Filed 2026-11-03
Laurel Wealth Planning LLC
DECREASED
Shares4,386 from 4,442
Change-56 (-1%)
Value$1.5M (+$175.3K)
Filed 2026-11-02
Silver Oak Advisory Group, Inc.
DECREASED
Shares4,375 from 4,436
Change-61 (-1%)
Value$1.5M (+$173.8K)
Filed 2026-11-06
Strategic Wealth Advisors LLC
DECREASED
Shares4,362 from 4,437
Change-75 (-2%)
Value$1.5M (+$1.5M)
Filed 2026-11-06
AtlasMark Financial, Inc
UNCHANGED
Shares4,362 from 4,362
Change0 (0%)
Value$1.5M (+$190.4K)
Filed 2026-10-13
Gleason Group, Inc.
INCREASED
Shares4,359 from 4,356
Change+3 (+0%)
Value$1.5M (+$191.2K)
Filed 2026-10-15
FSA Investment Group, LLC
DECREASED
Shares4,342 from 5,444
Change-1,102 (-20%)
Value$1.4M (-$129.6K)
Filed 2026-10-07
A4 Wealth Advisors LLC
DECREASED
Shares4,331 from 4,513
Change-182 (-4%)
Value$1.4M (+$136.4K)
Filed 2026-10-20
Pembroke Management, LTD
INCREASED
Shares4,325 from 4,143
Change+182 (+4%)
Value$1.4M (+$241.5K)
Filed 2026-10-21
Hara Capital LLC
DECREASED
Shares4,322 from 4,360
Change-38 (-1%)
Value$1.4M (+$177.7K)
Filed 2026-10-30
Oath Planning, LLC
INCREASED
Shares4,309 from 2,867
Change+1,442 (+50%)
Value$1.4M (+$605.3K)
Filed 2026-10-20
Livet Wealth, LLC
INCREASED
Shares4,288 from 2,050
Change+2,238 (+109%)
Value$1.4M (+$834.8K)
Filed 2026-10-27
Main Line Retirement Advisors, LLC
INCREASED
Shares4,281 from 3,394
Change+887 (+26%)
Value$1.4M (+$443.4K)
Filed 2026-10-14
Covestor Ltd
DECREASED
Shares4,279 from 4,638
Change-359 (-8%)
Value$1.4M (+$83.0K)
Filed 2026-10-30
Private Wealth Group, LLC
UNCHANGED
Shares4,267 from 4,267
Change0 (0%)
Value$1.4M (+$186.3K)
Filed 2026-10-19
RF&L Wealth Management, LLC
DECREASED
Shares4,253 from 5,105
Change-852 (-17%)
Value$1.4M (-$60.8K)
Filed 2026-10-20
Evergreen Advisors, LLC
INCREASED
Shares4,242 from 4,241
Change+1 (+0%)
Value$1.4M (+$185.6K)
Filed 2026-10-28
Gutierrez Wealth Advisory, LLC
INCREASED
Shares4,238 from 3,688
Change+550 (+15%)
Value$1.4M (+$344.1K)
Filed 2026-11-02
Wellment Financial
INCREASED
Shares4,237 from 3,768
Change+469 (+12%)
Value$1.4M (+$320.8K)
Filed 2026-10-28
New Harbor Financial Group, LLC
INCREASED
Shares4,235 from 4,110
Change+125 (+3%)
Value$1.4M (+$221.2K)
Filed 2026-10-22
Impact Investors, Inc
DECREASED
Shares4,224 from 10,391
Change-6,167 (-59%)
Value$1.4M (-$1.6M)
Filed 2026-11-02
AG Asset Advisory, LLC
UNCHANGED
Shares4,211 from 4,211
Change0 (0%)
Value$1.4M (+$183.9K)
Filed 2026-11-06
Heritage Wealth Management, Inc. s
DECREASED
Shares4,205 from 5,475
Change-1,270 (-23%)
Value$1.4M (-$183.8K)
Filed 2026-11-06
Sound Stewardship, LLC
DECREASED
Shares4,186 from 4,199
Change-13 (0%)
Value$1.4M (+$178.8K)
Filed 2026-10-14
Vavra Capital Management, LLC
UNCHANGED
Shares4,185 from 4,185
Change0 (0%)
Value$1.4M (+$182.8K)
Filed 2026-10-14
Point Nemo Capital, LLC
INCREASED
Shares4,169 from 4,167
Change+2 (+0%)
Value$1.4M (+$182.3K)
Filed 2026-11-03
Spectrum Advisors, Inc.
INCREASED
Shares4,166 from 4,165
Change+1 (+0%)
Value$1.4M (+$182.1K)
Filed 2026-11-03
American Financial & TAX Strategies Inc
DECREASED
Shares4,134 from 4,150
Change-16 (0%)
Value$1.4M (+$175.9K)
Filed 2026-10-16
IFS Advisors, LLC
INCREASED
Shares4,128 from 1,776
Change+2,352 (+132%)
Value$1.4M (+$860.8K)
Filed 2026-10-14
Arcadia Wealth Management, LLC
INCREASED
Shares4,126 from 2,602
Change+1,524 (+59%)
Value$1.4M (+$621.3K)
Filed 2026-10-22
Sharkey, Howes & Javer
DECREASED
Shares4,120 from 4,706
Change-586 (-12%)
Value$1.4M (+$10.3K)
Filed 2026-10-22
Legacy Solutions, LLC
DECREASED
Shares4,118 from 4,880
Change-762 (-16%)
Value$1.4M (-$40.9K)
Filed 2026-10-07
DB&C Advisors, LLC
DECREASED
Shares4,109 from 4,157
Change-48 (-1%)
Value$1.4M (+$165.7K)
Filed 2026-10-26
FMA Wealth Management, LLC
DECREASED
Shares4,107 from 4,132
Change-25 (-1%)
Value$1.4M (+$172.1K)
Filed 2026-10-21
Praxis Capital Management LLC
INCREASED
Shares4,103 from 4,100
Change+3 (+0%)
Value$1.4M (+$180.0K)
Filed 2026-10-16
Left Brain Wealth Management, LLC
INCREASED
Shares4,096 from 3,911
Change+185 (+5%)
Value$1.4M (+$232.4K)
Filed 2026-10-28
Rare Wolf Capital LLC
DECREASED
Shares4,095 from 4,101
Change-6 (0%)
Value$1.4M (+$177.1K)
Filed 2026-10-20
Valued Wealth Advisors LLC
DECREASED
Shares4,082 from 4,179
Change-97 (-2%)
Value$1.4M (+$150.3K)
Filed 2026-11-05
Yardley Wealth Management LLC
INCREASED
Shares4,080 from 1,622
Change+2,458 (+152%)
Value$1.4M (+$889.4K)
Filed 2026-10-23
Clayton Financial Group LLC
DECREASED
Shares4,051 from 4,380
Change-329 (-8%)
Value$1.3M (+$81.8K)
Filed 2026-10-13
Triune Financial Partners, LLC
INCREASED
Shares4,046 from 2,516
Change+1,530 (+61%)
Value$1.3M (+$619.4K)
Filed 2026-11-03
Prosperity Advisers, LLC
DECREASED
Shares4,044 from 4,132
Change-88 (-2%)
Value$1.3M (+$151.1K)
Filed 2026-10-28
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares4,042 from 4,042
Change0 (0%)
Value$1.3M (+$176.5K)
Filed 2026-10-29
Atlas Wealth Partners, LLC
DECREASED
Shares4,036 from 4,047
Change-11 (0%)
Value$1.3M (+$173.1K)
Filed 2026-11-03
RHL Group, LLC
INCREASED
Shares4,029 from 4,021
Change+8 (+0%)
Value$1.3M (+$179.6K)
Filed 2026-11-04
Madson Wealth Advisors Inc
DECREASED
Shares4,007 from 4,083
Change-76 (-2%)
Value$1.3M (+$152.8K)
Filed 2026-10-13
Parametrica Management Ltd
DECREASED
Shares4,000 from 12,000
Change-8,000 (-67%)
Value$1.3M (-$2.1M)
Filed 2026-10-27
Partnership Wealth Management, LLC
DECREASED
Shares3,999 from 4,633
Change-634 (-14%)
Value$1.3M (-$8.9K)
Filed 2026-10-05
Quarry Hill Advisors, LLC
INCREASED
Shares3,986 from 3,267
Change+719 (+22%)
Value$1.3M (+$382.1K)
Filed 2026-11-04
Thor Trading Advisors, LLC
INCREASED
Shares3,956 from 3,253
Change+703 (+22%)
Value$1.3M (+$376.1K)
Filed 2026-11-05
Defender Capital, Llc.
INCREASED
Shares3,956 from 3,955
Change+1 (+0%)
Value$1.3M (+$172.9K)
Filed 2026-10-01
BluePrint Investing LLC
UNCHANGED
Shares3,950 from 3,950
Change0 (0%)
Value$1.3M (+$172.5K)
Filed 2026-10-14
LWM Advisors Inc
INCREASED
Shares3,949 from 3,948
Change+1 (+0%)
Value$1.3M (+$172.8K)
Filed 2026-10-08
HighRoad Wealth Advisors, LLC
DECREASED
Shares3,942 from 4,117
Change-175 (-4%)
Value$1.3M (+$121.5K)
Filed 2026-10-14
Centennial Advisors, LLC
DECREASED
Shares3,934 from 4,490
Change-556 (-12%)
Value$1.3M (+$11.0K)
Filed 2026-10-21
Friedenthal Financial
DECREASED
Shares3,933 from 7,371
Change-3,438 (-47%)
Value$1.3M (-$823.0K)
Filed 2026-10-27
Prism Advisors, Inc.
UNCHANGED
Shares3,927 from 3,927
Change0 (0%)
Value$1.3M (+$200.5K)
Filed 2026-10-09
BCK Partners, Inc.
UNCHANGED
Shares3,924 from 3,924
Change0 (0%)
Value$1.3M (+$171.3K)
Filed 2026-10-23
LFA - Lugano Financial Advisors SA
DECREASED
Shares3,899 from 4,059
Change-160 (-4%)
Value$1.3M (+$123.9K)
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED
Shares3,899 from 3,893
Change+6 (+0%)
Value$1.3M (+$172.0K)
Filed 2026-11-03
Sound Financial Strategies Group, LLC
INCREASED
Shares3,873 from 3,872
Change+1 (+0%)
Value$1.3M (+$169.2K)
Filed 2026-10-30
Bulwark Capital Corp
INCREASED
Shares3,837 from 2,100
Change+1,737 (+83%)
Value$1.3M (+$670.1K)
Filed 2026-10-13
Cogent Strategic Wealth LLC
INCREASED
Shares3,833 from 3,816
Change+17 (+0%)
Value$1.3M (+$172.3K)
Filed 2026-10-22
Mallini Complete Financial Planning LLC
INCREASED
Shares3,812 from 2,785
Change+1,027 (+37%)
Value$1.3M (+$463.4K)
Filed 2026-10-06
Provident Wealth Management, LLC
DECREASED
Shares3,795 from 10,007
Change-6,212 (-62%)
Value$1.3M (-$1.6M)
Filed 2026-10-20
Flagship Private Wealth, LLC
DECREASED
Shares3,760 from 3,801
Change-41 (-1%)
Value$1.3M (+$152.3K)
Filed 2026-11-05
Brown Financial Advisory
DECREASED
Shares3,754 from 4,253
Change-499 (-12%)
Value$1.3M (+$19.5K)
Filed 2026-11-05
TKG Advisors, LLC
INCREASED
Shares3,714 from 2,531
Change+1,183 (+47%)
Value$1.2M (+$504.5K)
Filed 2026-11-02
Capital CS Group, LLC
DECREASED
Shares3,711 from 6,481
Change-2,770 (-43%)
Value$1.2M (-$639.6K)
Filed 2026-10-29
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares3,701 from 3,615
Change+86 (+2%)
Value$1.2M (+$186.6K)
Filed 2026-10-26
Cooksen Wealth, LLC
UNCHANGED
Shares3,696 from 3,696
Change0 (0%)
Value$1.2M (+$174.7K)
Filed 2026-10-13
Cambridge Capital Management, LLC
DECREASED
Shares3,668 from 3,820
Change-152 (-4%)
Value$1.2M (+$116.0K)
Filed 2026-10-19
HBE Wealth Management, LLC
INCREASED
Shares3,667 from 3,439
Change+228 (+7%)
Value$1.2M (+$226.1K)
Filed 2026-11-06
Ndwm LLC
INCREASED
Shares3,664 from 3,663
Change+1 (+0%)
Value$1.2M (+$160.4K)
Filed 2026-11-05
Ulrich Consultants & Investment Group, LLC
NEW
Shares3,657
Change+3,657
Value$1.2M
Filed 2026-10-13
Foronjy Financial LLC
DECREASED
Shares3,646 from 4,012
Change-366 (-9%)
Value$1.2M (+$53.5K)
Filed 2026-10-14
Continuum Wealth Advisors, LLC
INCREASED
Shares3,637 from 3,628
Change+9 (+0%)
Value$1.2M (+$161.4K)
Filed 2026-10-20
Whitcomb & Hess, Inc.
DECREASED
Shares3,635 from 3,678
Change-43 (-1%)
Value$1.2M (+$146.5K)
Filed 2026-10-07
Graham Capital Wealth Management, LLC
UNCHANGED
Shares3,619 from 3,619
Change0 (0%)
Value$1.2M (+$158.0K)
Filed 2026-10-26
Summit Financial Consulting LLC
INCREASED
Shares3,596 from 2,843
Change+753 (+26%)
Value$1.2M (+$375.0K)
Filed 2026-10-15
GreatBanc Trust Co
INCREASED
Shares3,596 from 3,580
Change+16 (+0%)
Value$1.2M (+$161.6K)
Filed 2026-11-04
Lpwm LLC
INCREASED
Shares3,595 from 3,557
Change+38 (+1%)
Value$1.2M (+$167.9K)
Filed 2026-10-20
Artesa Financial Group, LLC
INCREASED
Shares3,592 from 3,462
Change+130 (+4%)
Value$1.2M (+$194.7K)
Filed 2026-10-29
NewCorp Financial Services, Inc.
DECREASED
Shares3,567 from 3,724
Change-157 (-4%)
Value$1.2M (+$110.1K)
Filed 2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED
Shares3,566 from 3,027
Change+539 (+18%)
Value$1.2M (+$311.7K)
Filed 2026-10-16
Stegner Investment Associates Inc.
INCREASED
Shares3,553 from 3,322
Change+231 (+7%)
Value$1.2M (+$222.1K)
Filed 2026-10-15
Compass Wealth Management, LLC
INCREASED
Shares3,549 from 3,520
Change+29 (+1%)
Value$1.2M (+$163.6K)
Filed 2026-10-30
LAM Group, Inc.
UNCHANGED
Shares3,548 from 3,548
Change0 (0%)
Value$1.2M (+$154.9K)
Filed 2026-10-26
Schulz Wealth, Ltd.
INCREASED
Shares3,546 from 3,538
Change+8 (+0%)
Value$1.2M (+$157.1K)
Filed 2026-11-03
ProCore Advisors, LLC
DECREASED
Shares3,507 from 3,748
Change-241 (-6%)
Value$1.2M (+$83.3K)
Filed 2026-10-14
Seed Wealth Management, Inc.
DECREASED
Shares3,506 from 3,751
Change-245 (-7%)
Value$1.2M (+$82.2K)
Filed 2026-10-20
Sherry Group, Inc.
DECREASED
Shares3,506 from 3,515
Change-9 (0%)
Value$1.2M (+$177.3K)
Filed 2026-10-09
Cobblestone Asset Management LLC
DECREASED
Shares3,504 from 3,644
Change-140 (-4%)
Value$1.2M (+$112.6K)
Filed 2026-10-13
Silverberg Bernstein Capital Management LLC
DECREASED
Shares3,500 from 3,600
Change-100 (-3%)
Value$1.2M (+$123.9K)
Filed 2026-10-13
Phraction Management LLC
UNCHANGED
Shares3,499 from 3,499
Change0 (0%)
Value$1.2M (+$152.8K)
Filed 2026-10-14
Tull Financial Group, Inc.
DECREASED
Shares3,496 from 3,727
Change-231 (-6%)
Value$1.2M (+$85.8K)
Filed 2026-11-05
TL Private Wealth
INCREASED
Shares3,476 from 3,475
Change+1 (+0%)
Value$1.2M (+$105.5K)
Filed 2026-10-13
Drum Hill Capital, LLC
DECREASED
Shares3,475 from 3,558
Change-83 (-2%)
Value$1.2M (+$127.7K)
Filed 2026-10-20
Bannerman Wealth Management Group, LLC
INCREASED
Shares3,471 from 3,463
Change+8 (+0%)
Value$1.2M (+$153.9K)
Filed 2026-10-09
Whitegate Investment Counselors, Inc.
INCREASED
Shares3,450 from 3,448
Change+2 (+0%)
Value$1.1M (+$151.3K)
Filed 2026-11-02
One Advisory Partners, LLC
DECREASED
Shares3,444 from 3,494
Change-50 (-1%)
Value$1.1M (+$135.9K)
Filed 2026-10-22
Altus Wealth Management, LLC
INCREASED
Shares3,441 from 3,290
Change+151 (+5%)
Value$1.1M (+$193.9K)
Filed 2026-10-13
Dedeker Financial LLC
INCREASED
Shares3,429 from 3,420
Change+9 (+0%)
Value$1.1M (+$152.4K)
Filed 2026-10-23
Salzhauer Michael
UNCHANGED
Shares3,418 from 3,418
Change0 (0%)
Value$1.1M (+$149.2K)
Filed 2026-10-28
Cannon Capital Management, Inc.
INCREASED
Shares3,404 from 3,262
Change+142 (+4%)
Value$1.1M (+$189.7K)
Filed 2026-11-03
Prairiewood Capital, LLC
INCREASED
Shares3,389 from 3,189
Change+200 (+6%)
Value$1.1M (+$205.9K)
Filed 2026-10-16
Enhancing Capital LLC
INCREASED
Shares3,388 from 3,338
Change+50 (+2%)
Value$1.1M (+$162.4K)
Filed 2026-10-26
Gainline Financial Partners, LLC
DECREASED
Shares3,376 from 3,382
Change-6 (0%)
Value$1.1M (+$145.6K)
Filed 2026-10-15
Dakota Community Bank & Trust NA
INCREASED
Shares3,375 from 2,860
Change+515 (+18%)
Value$1.1M (+$296.4K)
Filed 2026-10-09
PMG Family Office LLC
DECREASED
Shares3,370 from 3,378
Change-8 (0%)
Value$1.1M (+$144.8K)
Filed 2026-10-19
Anderson Hoagland & Co
INCREASED
Shares3,368 from 3,158
Change+210 (+7%)
Value$1.2M (+$259.0K)
Filed 2026-10-23
Town Capital LLC
INCREASED
Shares3,364 from 3,356
Change+8 (+0%)
Value$1.1M (+$149.2K)
Filed 2026-11-03
Junk Investment Group, LLC
DECREASED
Shares3,359 from 3,387
Change-28 (-1%)
Value$1.1M (+$138.8K)
Filed 2026-10-19
Beacon Financial Strategies Corp
INCREASED
Shares3,349 from 2,626
Change+723 (+28%)
Value$1.1M (+$355.4K)
Filed 2026-10-14
Lountzis Asset Management, LLC
INCREASED
Shares3,344 from 3,329
Change+15 (+0%)
Value$1.1M (+$150.4K)
Filed 2026-10-30
USA Financial Formulas
NEW
Shares3,336
Change+3,336
Value$1.1M
Filed 2026-10-16
FSA Wealth Partners, Inc.
INCREASED
Shares3,335 from 2,851
Change+484 (+17%)
Value$1.1M (+$285.7K)
Filed 2026-10-26
Kennon-Green & Company, LLC
DECREASED
Shares3,335 from 3,349
Change-14 (0%)
Value$1.1M (+$141.6K)
Filed 2026-10-05
Ariston Services Group
INCREASED
Shares3,328 from 1,652
Change+1,676 (+101%)
Value$1.1M (+$630.3K)
Filed 2026-10-16
Jmac Enterprises LLC
DECREASED
Shares3,315 from 3,426
Change-111 (-3%)
Value$1.1M (+$112.6K)
Filed 2026-10-30
Bull Oak Capital, LLC
INCREASED
Shares3,285 from 3,283
Change+2 (+0%)
Value$1.1M (+$144.0K)
Filed 2026-10-23
Scott Capital Advisors, LLC
UNCHANGED
Shares3,237 from 3,237
Change0 (0%)
Value$1.1M (+$153.0K)
Filed 2026-10-13
Miller Global Investments, LLC
INCREASED
Shares3,228 from 2,341
Change+887 (+38%)
Value$1.1M (+$397.6K)
Filed 2026-10-02
Succession Financial, Inc.
INCREASED
Shares3,217 from 3,214
Change+3 (+0%)
Value$1.1M (+$141.1K)
Filed 2026-10-14
Eleva Capital SAS
NEW
Shares3,200
Change+3,200
Value$1.1M
Filed 2026-10-06
Montgomery Financial Services LLC
DECREASED
Shares3,182 from 3,188
Change-6 (0%)
Value$1.1M (+$137.2K)
Filed 2026-11-03
Watchman Group, Inc.
INCREASED
Shares3,157 from 2,428
Change+729 (+30%)
Value$1.1M (+$348.8K)
Filed 2026-10-16
Guardian Wealth Advisors, LLC
DECREASED
Shares3,148 from 3,198
Change-50 (-2%)
Value$1.1M (+$167.3K)
Filed 2026-10-30
Valpey Financial Services, LLC
DECREASED
Shares3,142 from 3,204
Change-62 (-2%)
Value$1.0M (+$119.2K)
Filed 2026-10-30
Financial Designs Corp
INCREASED
Shares3,123 from 3,020
Change+103 (+3%)
Value$1.0M (+$166.2K)
Filed 2026-10-09
Charis Legacy Partners, LLC
DECREASED
Shares3,120 from 3,631
Change-511 (-14%)
Value$1.0M (-$11.6K)
Filed 2026-10-22
Curry Webb Wealth Management LLC
UNCHANGED
Shares3,110 from 3,110
Change0 (0%)
Value$899.8K ($0)
Filed 2026-10-22
Good Steward Wealth Advisors,LLC
DECREASED
Shares3,103 from 4,515
Change-1,412 (-31%)
Value$1.0M (-$273.1K)
Filed 2026-11-06
Liberty Atlantic Advisors LLC
INCREASED
Shares3,100 from 1,152
Change+1,948 (+169%)
Value$1.0M (+$699.0K)
Filed 2026-10-14
Bluestem Financial Advisors, LLC
INCREASED
Shares3,097 from 2,744
Change+353 (+13%)
Value$1.0M (+$237.2K)
Filed 2026-10-20
Two West Capital Advisors LLC
DECREASED
Shares3,095 from 3,113
Change-18 (-1%)
Value$1.0M (+$2.9K)
Filed 2026-10-15
Burkett Asset Management Ltd
DECREASED
Shares3,084 from 3,227
Change-143 (-4%)
Value$1.0M (+$93.3K)
Filed 2026-10-13
Fullerton Advisors, LLC
INCREASED
Shares3,077 from 3,059
Change+18 (+1%)
Value$1.0M (+$139.6K)
Filed 2026-10-14
Charter Capital Management, Llc\de
DECREASED
Shares3,075 from 3,114
Change-39 (-1%)
Value$1.0M (+$123.1K)
Filed 2026-10-28
Randolph Co Inc
INCREASED
Shares3,067 from 2,907
Change+160 (+6%)
Value$1.0M (+$180.2K)
Filed 2026-10-23
Henderson Brothers Financial Partners, LLC
INCREASED
Shares3,064 from 2,713
Change+351 (+13%)
Value$1.0M (+$235.4K)
Filed 2026-11-03
BancFirst Trust & Investment Management
DECREASED
Shares3,056 from 5,507
Change-2,451 (-45%)
Value$1.0M (-$544.9K)
Filed 2026-10-30
Arrien Investments, Inc.
DECREASED
Shares3,039 from 3,055
Change-16 (-1%)
Value$1.0M (+$128.1K)
Filed 2026-10-30
Yelin Lapidot Holdings Management Ltd.
NEW
Shares3,038
Change+3,038
Value$1.0M
Filed 2026-10-26
Visionary Horizons, LLC
INCREASED
Shares3,031 from 2,958
Change+73 (+2%)
Value$1.0M (+$153.3K)
Filed 2026-10-22
Rempart Asset Management Inc.
UNCHANGED
Shares3,021 from 3,021
Change0 (0%)
Value$874.2K ($0)
Filed 2026-10-20
Pearl Planning LLC
INCREASED
Shares3,004 from 2,486
Change+518 (+21%)
Value$1.0M (+$281.1K)
Filed 2026-10-13
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$999.1K (+$131.0K)
Filed 2026-10-30
Pioneer Family Office, LLC
UNCHANGED
Shares2,997 from 2,997
Change0 (0%)
Value$998.1K (+$130.8K)
Filed 2026-10-30
Verisail Partners, LLC
INCREASED
Shares2,992 from 2,601
Change+391 (+15%)
Value$996.4K (+$243.8K)
Filed 2026-10-19
Keystone Global Partners, LLC
DECREASED
Shares2,990 from 4,600
Change-1,610 (-35%)
Value$995.6K (-$335.4K)
Filed 2026-10-13
Eddie Patel Inc
UNCHANGED
Shares2,972 from 2,972
Change0 (0%)
Value$989.6K (+$129.6K)
Filed 2026-11-02
USAdvisors Wealth Management, LLC
DECREASED
Shares2,950 from 3,384
Change-434 (-13%)
Value$982.0K (+$3.0K)
Filed 2026-10-21
Retirement Wealth Solutions LLC
INCREASED
Shares2,939 from 2,478
Change+461 (+19%)
Value$978.6K (+$261.7K)
Filed 2026-10-07
Capstone Capital LLC
DECREASED
Shares2,931 from 2,955
Change-24 (-1%)
Value$976.1K (+$121.0K)
Filed 2026-10-14
John W. Brooker & Co., CPAs
INCREASED
Shares2,926 from 2,535
Change+391 (+15%)
Value$974.4K (+$240.9K)
Filed 2026-10-21
StoneCrest Wealth Management, Inc.
INCREASED
Shares2,918 from 2,722
Change+196 (+7%)
Value$971.8K (+$184.1K)
Filed 2026-11-03
Kieckhefer Group LLC
DECREASED
Shares2,875 from 3,225
Change-350 (-11%)
Value$957.4K (+$24.2K)
Filed 2026-10-13
Bestgate Wealth Advisors, LLC
INCREASED
Shares2,868 from 1,974
Change+894 (+45%)
Value$955.1K (+$383.9K)
Filed 2026-10-13
Stolz & Associates, PS
UNCHANGED
Shares2,863 from 2,863
Change0 (0%)
Value$953.4K (+$125.0K)
Filed 2026-11-05
Washington Growth Strategies LLC
UNCHANGED
Shares2,859 from 2,859
Change0 (0%)
Value$952.1K (+$124.8K)
Filed 2026-10-19
Lunt Capital Management, Inc.
UNCHANGED
Shares2,859 from 2,859
Change0 (0%)
Value$952.1K (+$124.8K)
Filed 2026-10-30
Martin Capital Partners, LLC
INCREASED
Shares2,854 from 2,853
Change+1 (+0%)
Value$950.4K (+$124.8K)
Filed 2026-10-07
Imc-Chicago, LLC
DECREASED
Shares2,853 from 842,877
Change-840,024 (-100%)
Value$950.1K (-$242.9M)
Filed 2026-11-05
Magnolia Wealth Management, LLC
DECREASED
Shares2,837 from 2,847
Change-10 (0%)
Value$944.8K (+$121.0K)
Filed 2026-10-16
Townsend Financial Planning, LLC
UNCHANGED
Shares2,834 from 2,834
Change0 (0%)
Value$943.8K (+$123.8K)
Filed 2026-11-02
Destiny Capital Corp
INCREASED
Shares2,804 from 1,681
Change+1,123 (+67%)
Value$933.8K (+$447.5K)
Filed 2026-11-03
IronBridge Private Wealth, LLC
DECREASED
Shares2,798 from 3,047
Change-249 (-8%)
Value$931.6K (+$50.0K)
Filed 2026-11-03
City of London Investment Management Co LTD
DECREASED
Shares2,797 from 242,951
Change-240,154 (-99%)
Value$931.5K (-$69.4M)
Filed 2026-10-30
Infinity Wealth Counsel, LLC
DECREASED
Shares2,780 from 2,880
Change-100 (-3%)
Value$925.8K (+$92.4K)
Filed 2026-10-15
KRM Wealth Management L.L.C.
DECREASED
Shares2,780 from 2,848
Change-68 (-2%)
Value$925.7K (+$101.7K)
Filed 2026-11-02
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$924.8K (+$121.2K)
Filed 2026-10-23
Boyer Financial Services, Inc.
INCREASED
Shares2,767 from 2,658
Change+109 (+4%)
Value$921.5K (+$101.1K)
Filed 2026-10-23
Leading Edge Financial Planning LLC
DECREASED
Shares2,760 from 3,646
Change-886 (-24%)
Value$919.2K (-$135.7K)
Filed 2026-10-23
KOM Wealth Management Group, LLC
DECREASED
Shares2,760 from 2,931
Change-171 (-6%)
Value$919.3K (+$71.3K)
Filed 2026-10-15
Ball & Co Wealth Management Inc.
DECREASED
Shares2,755 from 3,464
Change-709 (-20%)
Value$917.8K (-$84.2K)
Filed 2026-11-05
Horizons Wealth Management
NEW
Shares2,735
Change+2,735
Value$910.8K
Filed 2026-10-05
Merkkuri Wealth Advisors LLC
INCREASED
Shares2,734 from 2,718
Change+16 (+1%)
Value$910.4K (+$124.0K)
Filed 2026-11-03
Cravens & Co Advisors, LLC
DECREASED
Shares2,732 from 3,390
Change-658 (-19%)
Value$909.7K (-$71.2K)
Filed 2026-10-16
Team Financial Group, LLC
INCREASED
Shares2,725 from 2,722
Change+3 (+0%)
Value$907.4K (+$119.6K)
Filed 2026-10-30
Investment Management Corp
INCREASED
Shares2,717 from 2,561
Change+156 (+6%)
Value$904.8K (+$163.7K)
Filed 2026-11-03
Lifetime Wealth Management P.C.
DECREASED
Shares2,716 from 3,825
Change-1,109 (-29%)
Value$904.5K (-$202.3K)
Filed 2026-10-29
Scratch Capital LLC
INCREASED
Shares2,686 from 2,496
Change+190 (+8%)
Value$894.3K (+$172.0K)
Filed 2026-11-02
Fortune Financial Group, Inc.
DECREASED
Shares2,676 from 2,690
Change-14 (-1%)
Value$891.2K (+$112.8K)
Filed 2026-10-22
Fluent Financial, LLC
INCREASED
Shares2,665 from 2,384
Change+281 (+12%)
Value$887.6K (+$197.8K)
Filed 2026-10-13
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares2,656 from 2,656
Change0 (0%)
Value$884.5K (+$77.5K)
Filed 2026-10-01
Bridgelight Financial Advisors, Inc.
DECREASED
Shares2,650 from 2,756
Change-106 (-4%)
Value$882.4K (+$85.0K)
Filed 2026-10-20
Perkins Capital Management Inc
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$882.5K (+$115.7K)
Filed 2026-11-02
GuidedMoney, LLC
UNCHANGED
Shares2,649 from 2,649
Change0 (0%)
Value$882.2K (+$115.7K)
Filed 2026-10-29
Larry Mathis Financial Planning, LLC
INCREASED
Shares2,642 from 1,870
Change+772 (+41%)
Value$879.8K (+$338.7K)
Filed 2026-10-26
Louisbourg Investments Inc.
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$731.7K (+$96.4K)
Filed 2026-10-20
Mills Wealth Advisors LLC
INCREASED
Shares2,638 from 1,093
Change+1,545 (+141%)
Value$878.6K (+$562.3K)
Filed 2026-10-22
SWS Partners
INCREASED
Shares2,633 from 2,631
Change+2 (+0%)
Value$876.8K (+$115.4K)
Filed 2026-10-26
Thryve Wealth Management LLC
INCREASED
Shares2,631 from 2,548
Change+83 (+3%)
Value$876.2K (+$138.9K)
Filed 2026-10-09
Global Wealth Management, LLC
INCREASED
Shares2,615 from 2,614
Change+1 (+0%)
Value$870.8K (+$114.6K)
Filed 2026-10-15
Refined Wealth Management
DECREASED
Shares2,609 from 2,908
Change-299 (-10%)
Value$868.8K (+$27.4K)
Filed 2026-10-13
Schwallier Wealth Management LLC
DECREASED
Shares2,559 from 2,617
Change-58 (-2%)
Value$852.0K (+$94.7K)
Filed 2026-11-05
Twele Capital Management, Inc.
INCREASED
Shares2,559 from 2,558
Change+1 (+0%)
Value$852.1K (+$112.0K)
Filed 2026-10-13
Turn8 Private Wealth Inc.
INCREASED
Shares2,550 from 2,441
Change+109 (+4%)
Value$849.2K (+$142.9K)
Filed 2026-11-05
Rolek Wealth Management LLC
DECREASED
Shares2,544 from 2,806
Change-262 (-9%)
Value$847.3K (+$35.5K)
Filed 2026-10-21
Armor Investment Advisors, LLC
DECREASED
Shares2,538 from 2,879
Change-341 (-12%)
Value$845.2K (+$12.2K)
Filed 2026-10-27
Layline Advisors, LLC
DECREASED
Shares2,537 from 2,541
Change-4 (0%)
Value$844.9K (+$109.6K)
Filed 2026-11-02
Unison Advisors LLC
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$840.9K (+$110.3K)
Filed 2026-10-29
R Squared Ltd
DECREASED
Shares2,517 from 8,201
Change-5,684 (-69%)
Value$838.2K (-$1.5M)
Filed 2026-11-06
Red Spruce Capital, LLC
INCREASED
Shares2,505 from 1,305
Change+1,200 (+92%)
Value$834.2K (+$456.6K)
Filed 2026-10-07
Lawson Kroeker Investment Management Inc
DECREASED
Shares2,500 from 2,550
Change-50 (-2%)
Value$832.6K (+$94.7K)
Filed 2026-10-22
Sugar Maple Asset Management, LLC
INCREASED
Shares2,493 from 2,093
Change+400 (+19%)
Value$830.2K (+$224.6K)
Filed 2026-10-13
Andina Capital Management, LLC
INCREASED
Shares2,475 from 2,274
Change+201 (+9%)
Value$824.2K (+$166.1K)
Filed 2026-10-21
Cultivar Capital, Inc.
DECREASED
Shares2,465 from 2,476
Change-11 (0%)
Value$820.9K (+$104.4K)
Filed 2026-10-14
Shearwater Capital LLC
UNCHANGED
Shares2,465 from 2,465
Change0 (0%)
Value$820.9K (+$107.6K)
Filed 2026-10-13
Topel & Distasi Wealth Management, LLC
DECREASED
Shares2,463 from 2,525
Change-62 (-2%)
Value$820.2K (+$89.6K)
Filed 2026-11-05
Trademark Financial Management, LLC
INCREASED
Shares2,450 from 2,442
Change+8 (+0%)
Value$816.0K (+$109.4K)
Filed 2026-10-23
Vestment Financial LLC
DECREASED
Shares2,437 from 2,442
Change-5 (0%)
Value$805.2K (+$33.1K)
Filed 2026-10-13
Envision Financial LLC
DECREASED
Shares2,434 from 2,449
Change-15 (-1%)
Value$810.4K (+$101.9K)
Filed 2026-10-15
Legacy Advisory Services, LLC
INCREASED
Shares2,416 from 1,833
Change+583 (+32%)
Value$804.8K (+$274.2K)
Filed 2026-10-20
McCarthy Asset Management, Inc.
DECREASED
Shares2,413 from 2,424
Change-11 (0%)
Value$803.5K (+$102.2K)
Filed 2026-10-20
Dara Capital US, Inc.
UNCHANGED
Shares2,401 from 2,401
Change0 (0%)
Value$799.6K (+$104.8K)
Filed 2026-10-29
Cordoba Advisory Partners LLC
DECREASED
Shares2,395 from 3,163
Change-768 (-24%)
Value$797.6K (-$117.6K)
Filed 2026-10-19
Powerhouse Assets LLC
UNCHANGED
Shares2,389 from 2,389
Change0 (0%)
Value$795.6K (+$104.4K)
Filed 2026-10-19
Lauer Wealth, LLC
UNCHANGED
Shares2,386 from 2,386
Change0 (0%)
Value$812.2K (+$61.0K)
Filed 2026-10-13
Family CFO Inc
INCREASED
Shares2,384 from 1,507
Change+877 (+58%)
Value$793.9K (+$357.9K)
Filed 2026-10-30
Inlight Wealth Management, LLC
INCREASED
Shares2,330 from 2,263
Change+67 (+3%)
Value$776.0K (+$121.2K)
Filed 2026-10-21
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares2,328 from 2,302
Change+26 (+1%)
Value$775.4K (+$109.2K)
Filed 2026-10-13
Cassilly Financial Group LLC
INCREASED
Shares2,324 from 1,464
Change+860 (+59%)
Value$773.8K (+$350.2K)
Filed 2026-10-07
AFG Fiduciary Services Limited Partnership
DECREASED
Shares2,322 from 2,679
Change-357 (-13%)
Value$792.4K (-$34.4K)
Filed 2026-10-21
Prentiss Smith & Co Inc
DECREASED
Shares2,289 from 6,969
Change-4,680 (-67%)
Value$762.3K (-$1.3M)
Filed 2026-10-27
Ted Buchan & Co
INCREASED
Shares2,286 from 2,156
Change+130 (+6%)
Value$761.5K (+$137.5K)
Filed 2026-10-23
Tanglewood Wealth Management, Inc.
INCREASED
Shares2,284 from 2,160
Change+124 (+6%)
Value$760.6K (+$135.6K)
Filed 2026-10-23
Independence Financial Advisors, LLC
INCREASED
Shares2,276 from 2,274
Change+2 (+0%)
Value$757.8K (+$99.9K)
Filed 2026-10-08
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares2,267 from 2,267
Change0 (0%)
Value$755.0K (+$99.0K)
Filed 2026-11-06
Dmkc Advisory Services, LLC
DECREASED
Shares2,266 from 2,992
Change-726 (-24%)
Value$754.7K (-$111.1K)
Filed 2026-11-04
Hudson Oak Wealth Advisory LLC
DECREASED
Shares2,263 from 2,270
Change-7 (0%)
Value$753.6K (+$96.8K)
Filed 2026-10-16
Hoese & Co LLP
DECREASED
Shares2,256 from 4,556
Change-2,300 (-50%)
Value$751.3K (-$567.0K)
Filed 2026-10-21
Ridgewood Investments LLC
DECREASED
Shares2,250 from 2,340
Change-90 (-4%)
Value$749.4K (+$72.2K)
Filed 2026-10-05
Cornerstone Enterprises, LLC
DECREASED
Shares2,229 from 3,532
Change-1,303 (-37%)
Value$742.3K (-$279.8K)
Filed 2026-10-15
Accordant Advisory Group Inc
UNCHANGED
Shares2,224 from 2,224
Change0 (0%)
Value$740.6K (+$97.1K)
Filed 2026-10-29
Dorval Corp
INCREASED
Shares2,216 from 2,113
Change+103 (+5%)
Value$738.1K (+$126.6K)
Filed 2026-10-29
Luminvest Wealth Management LLC
DECREASED
Shares2,215 from 2,553
Change-338 (-13%)
Value$740.3K (-$35.8K)
Filed 2026-10-14
BCR Wealth Strategies, LLC
INCREASED
Shares2,209 from 2,156
Change+53 (+2%)
Value$735.6K (+$112.6K)
Filed 2026-11-06
Martel Wealth Advisors LLC
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$735.6K (+$96.5K)
Filed 2026-10-14
Stage Harbor Financial, LLC
INCREASED
Shares2,207 from 1,743
Change+464 (+27%)
Value$735.0K (+$230.6K)
Filed 2026-11-03
Redstone Wealth Management, LLC
INCREASED
Shares2,199 from 2,134
Change+65 (+3%)
Value$732.5K (+$114.9K)
Filed 2026-10-20
swisspartners Advisors Ltd
UNCHANGED
Shares2,188 from 2,188
Change0 (0%)
Value$728.6K (+$95.7K)
Filed 2026-11-05
Financial Counselors Inc
INCREASED
Shares2,169 from 2,144
Change+25 (+1%)
Value$722.3K (+$101.9K)
Filed 2026-10-22
Curat Global, LLC
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$722.0K (+$118.6K)
Filed 2026-10-26
FinDec Wealth Services, Inc.
DECREASED
Shares2,153 from 2,199
Change-46 (-2%)
Value$717.1K (+$80.7K)
Filed 2026-10-30
Semitam Bonam LLC
DECREASED
Shares2,129 from 2,176
Change-47 (-2%)
Value$709.0K (+$79.4K)
Filed 2026-10-27
Kings Path Partners LLC
UNCHANGED
Shares2,121 from 2,121
Change0 (0%)
Value$706.3K (+$92.6K)
Filed 2026-10-21
Geneva Partners, LLC
INCREASED
Shares2,117 from 1,695
Change+422 (+25%)
Value$704.9K (+$214.5K)
Filed 2026-10-26
Benchmark Financial, LLC
INCREASED
Shares2,110 from 2,109
Change+1 (+0%)
Value$702.5K (+$92.2K)
Filed 2026-10-16
Turning Point Benefit Group, Inc.
DECREASED
Shares2,100 from 2,154
Change-54 (-3%)
Value$693.7K (+$67.1K)
Filed 2026-10-28
NorthLanding Financial Partners, LLC
DECREASED
Shares2,072 from 2,111
Change-39 (-2%)
Value$690.0K (+$79.3K)
Filed 2026-10-15
Dahring | Cusmano LLC
DECREASED
Shares2,054 from 2,505
Change-451 (-18%)
Value$684.1K (-$40.7K)
Filed 2026-11-03
Asset Allocation & Management Company, LLC
UNCHANGED
Shares2,053 from 2,053
Change0 (0%)
Value$684.0K (+$90.0K)
Filed 2026-10-13
Arlington Capital Management Inc
DECREASED
Shares2,041 from 2,099
Change-58 (-3%)
Value$679.6K (+$72.3K)
Filed 2026-10-30
F&V Capital Management, LLC
DECREASED
Shares2,039 from 2,189
Change-150 (-7%)
Value$679.0K (+$46.0K)
Filed 2026-10-19
Guilbault Capital LLC
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$678.8K (+$89.0K)
Filed 2026-10-28
4Thought Financial Group Inc.
DECREASED
Shares2,023 from 2,051
Change-28 (-1%)
Value$673.7K (+$80.3K)
Filed 2026-11-02
Pacific Park Financial, Inc.
DECREASED
Shares2,009 from 2,046
Change-37 (-2%)
Value$669.0K (+$77.0K)
Filed 2026-10-13
Fifth Third Securities, Inc.
NEW
Shares2,007
Change+2,007
Value$668.7K
Filed 2026-10-21
Trellis Wealth Advisors LLC
DECREASED
Shares2,005 from 2,708
Change-703 (-26%)
Value$667.8K (-$115.8K)
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
INCREASED
Shares1,990 from 1,937
Change+53 (+3%)
Value$662.8K (+$102.2K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
DECREASED
Shares1,987 from 2,071
Change-84 (-4%)
Value$661.6K (+$62.4K)
Filed 2026-11-02
Sima Wealth Partners, LLC
UNCHANGED
Shares1,973 from 1,973
Change0 (0%)
Value$657.0K (+$86.1K)
Filed 2026-10-19
Retiremitten Financial LLC
INCREASED
Shares1,970 from 1,670
Change+300 (+18%)
Value$677.3K (+$194.0K)
Filed 2026-11-05
Leverty Financial Group, LLC
DECREASED
Shares1,966 from 1,970
Change-4 (0%)
Value$654.7K (+$84.7K)
Filed 2026-10-08
High Point Wealth Management, LLC
INCREASED
Shares1,965 from 1,945
Change+20 (+1%)
Value$654.3K (+$91.4K)
Filed 2026-11-05
Carolina Wealth Advisors, LLC
INCREASED
Shares1,948 from 1,933
Change+15 (+1%)
Value$648.7K (+$89.4K)
Filed 2026-10-23
Fairman Group, LLC
INCREASED
Shares1,934 from 1,933
Change+1 (+0%)
Value$643.9K (+$84.6K)
Filed 2026-10-26
Corepath Wealth Partners LLC
DECREASED
Shares1,933 from 2,635
Change-702 (-27%)
Value$650.9K (-$175.0K)
Filed 2026-10-21
Value Partners Investments Inc.
INCREASED
Shares1,931 from 1,751
Change+180 (+10%)
Value$645.1K (+$139.1K)
Filed 2026-10-19
Stewardship Concepts Financial Services LLC
INCREASED
Shares1,930 from 1,717
Change+213 (+12%)
Value$642.9K (+$146.0K)
Filed 2026-10-06
Pacific Wealth Management
DECREASED
Shares1,922 from 2,159
Change-237 (-11%)
Value$640.1K (+$15.3K)
Filed 2026-10-05
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares1,920 from 1,991
Change-71 (-4%)
Value$639.4K (+$63.3K)
Filed 2026-10-22
Thor Investment Management Inc
INCREASED
Shares1,912 from 1,882
Change+30 (+2%)
Value$636.8K (+$92.3K)
Filed 2026-10-13
Family Legacy Financial Solutions, LLC
INCREASED
Shares1,908 from 1,703
Change+205 (+12%)
Value$635.4K (+$142.7K)
Filed 2026-10-07
Poinciana Advisors Group, LLC
INCREASED
Shares1,904 from 1,874
Change+30 (+2%)
Value$634.1K (+$91.8K)
Filed 2026-11-06
Alexander Randolph Advisory, Inc.
INCREASED
Shares1,900 from 920
Change+980 (+107%)
Value$632.7K (+$366.5K)
Filed 2026-11-04
Kapitalo Investimentos Ltda
DECREASED
Shares1,897 from 5,802
Change-3,905 (-67%)
Value$631.7K (-$1.0M)
Filed 2026-10-20
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares1,895 from 1,949
Change-54 (-3%)
Value$631.0K (+$67.2K)
Filed 2026-10-14
6th Street Advisors, LLC
DECREASED
Shares1,878 from 1,894
Change-16 (-1%)
Value$625.4K (+$77.4K)
Filed 2026-10-14
Dean, Jacobson Financial Services, LLC
UNCHANGED
Shares1,871 from 1,871
Change0 (0%)
Value$623.1K (+$81.7K)
Filed 2026-10-29
Strategic Financial Group, LLC
UNCHANGED
Shares1,871 from 1,871
Change0 (0%)
Value$623.1K (+$81.7K)
Filed 2026-10-08
Sound Portfolio Advisors, LLC
INCREASED
Shares1,869 from 1,799
Change+70 (+4%)
Value$622.4K (+$101.9K)
Filed 2026-11-05
WBI Investments, LLC
DECREASED
Shares1,862 from 10,462
Change-8,600 (-82%)
Value$620.0K (-$2.4M)
Filed 2026-11-05
Calder Financial LLC
INCREASED
Shares1,846 from 1,845
Change+1 (+0%)
Value$614.9K (+$81.1K)
Filed 2026-10-13
SigFig Wealth Management, LLC
UNCHANGED
Shares1,838 from 1,838
Change0 (0%)
Value$612.2K (+$94.3K)
Filed 2026-10-07
Hassell Wealth Management, LLC
DECREASED
Shares1,832 from 1,883
Change-51 (-3%)
Value$610.1K (+$19.9K)
Filed 2026-10-19
Raub Brock Capital Management LP
DECREASED
Shares1,829 from 2,338
Change-509 (-22%)
Value$609.2K (-$67.3K)
Filed 2026-10-21
Graetz Wealth LLC
DECREASED
Shares1,820 from 1,835
Change-15 (-1%)
Value$605.9K (+$74.9K)
Filed 2026-10-27
Buska Wealth Management, LLC
DECREASED
Shares1,814 from 1,959
Change-145 (-7%)
Value$603.9K (+$37.0K)
Filed 2026-10-08
Hippocratic Financial Advisors, LLC
INCREASED
Shares1,814 from 1,728
Change+86 (+5%)
Value$604.0K (+$104.0K)
Filed 2026-10-13
Sunrise Financial Services, LLC
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$601.1K (+$78.8K)
Filed 2026-10-21
TrustWell Financial Advisors, LLC
DECREASED
Shares1,803 from 1,856
Change-53 (-3%)
Value$600.5K (+$63.3K)
Filed 2026-10-15
Ramiah Investment Group
DECREASED
Shares1,790 from 1,798
Change-8 (0%)
Value$596.1K (+$75.8K)
Filed 2026-10-20
Crown Oak Advisors, LLC
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$594.4K (+$77.9K)
Filed 2026-10-16
Thayer Financial, L.L.C.
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$587.8K (+$72.9K)
Filed 2026-10-21
Livelsberger Financial Advisory
NEW
Shares1,772
Change+1,772
Value$590.1K
Filed 2026-10-28
Quantify Chaos Advisors, LLC
NEW
Shares1,761
Change+1,761
Value$586.4K
Filed 2026-11-04
Breakwater Investment Management
INCREASED
Shares1,745 from 1,627
Change+118 (+7%)
Value$581.1K (+$110.3K)
Filed 2026-10-20
Financial Life Advisors
DECREASED
Shares1,741 from 1,754
Change-13 (-1%)
Value$579.8K (+$72.3K)
Filed 2026-10-14
Jordan Park Trust Co LLC
DECREASED
Shares1,739 from 1,839
Change-100 (-5%)
Value$579.1K (+$47.0K)
Filed 2026-10-19
Rachor Investment Advisory Services, LLC
DECREASED
Shares1,739 from 1,741
Change-2 (0%)
Value$579.0K (+$75.1K)
Filed 2026-10-29
Letson Investment Management, Inc.
INCREASED
Shares1,725 from 1,612
Change+113 (+7%)
Value$574.5K (+$108.0K)
Filed 2026-11-05
October Effect Ltd
DECREASED
Shares1,715 from 1,755
Change-40 (-2%)
Value$571.1K (+$63.3K)
Filed 2026-10-20
Lockerman Financial Group, Inc.
INCREASED
Shares1,714 from 1,178
Change+536 (+46%)
Value$570.8K (+$229.9K)
Filed 2026-10-19
Boston Standard Wealth Management, LLC
INCREASED
Shares1,707 from 1,679
Change+28 (+2%)
Value$568.7K (+$73.6K)
Filed 2026-10-07
Glaxis Capital Management, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$566.1K (+$74.2K)
Filed 2026-11-02
GEN Financial Management, Inc.
DECREASED
Shares1,699 from 1,712
Change-13 (-1%)
Value$565.8K (+$70.4K)
Filed 2026-10-13
Client First Capital LLC
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$565.1K (+$74.1K)
Filed 2026-10-22
Aspect Partners, LLC
INCREASED
Shares1,696 from 1,569
Change+127 (+8%)
Value$564.8K (+$110.8K)
Filed 2026-10-20
Beacon Hill Wealth Management Ltd.
DECREASED
Shares1,658 from 1,733
Change-75 (-4%)
Value$552.1K (+$50.7K)
Filed 2026-10-21
Erickson Financial Group, LLC
UNCHANGED
Shares1,651 from 1,651
Change0 (0%)
Value$549.8K (+$72.1K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
DECREASED
Shares1,649 from 9,087
Change-7,438 (-82%)
Value$549.2K (-$2.1M)
Filed 2026-10-26
RCW Management, LLC
INCREASED
Shares1,649 from 1,648
Change+1 (+0%)
Value$549.2K (+$72.3K)
Filed 2026-10-30
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares1,635 from 1,638
Change-3 (0%)
Value$544.5K (+$70.5K)
Filed 2026-10-08
Paller Financial Services Inc
DECREASED
Shares1,634 from 1,816
Change-182 (-10%)
Value$544.2K (+$18.7K)
Filed 2026-10-13
Keating Investment Counselors Inc
UNCHANGED
Shares1,631 from 1,631
Change0 (0%)
Value$543.2K (+$71.2K)
Filed 2026-10-14
J2 Capital Management Inc
INCREASED
Shares1,625 from 1,619
Change+6 (+0%)
Value$541.0K (+$72.5K)
Filed 2026-10-19
Roberts Financial Services LLC
DECREASED
Shares1,608 from 1,707
Change-99 (-6%)
Value$535.4K (+$41.6K)
Filed 2026-10-23
OxenFree Capital LLC
DECREASED
Shares1,608 from 1,615
Change-7 (0%)
Value$536.5K (+$34.8K)
Filed 2026-10-07
Safir Wealth Advisors, LLC
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$535.5K (+$70.2K)
Filed 2026-10-16
Ridgeline Wealth, LLC
DECREASED
Shares1,604 from 1,843
Change-239 (-13%)
Value$547.4K (+$14.1K)
Filed 2026-10-14
First Security Investment Management, Inc.
DECREASED
Shares1,603 from 4,761
Change-3,158 (-66%)
Value$534.0K (-$843.7K)
Filed 2026-11-05
McCarley & Cook Financial Planners
INCREASED
Shares1,602 from 1,566
Change+36 (+2%)
Value$533.5K (+$80.4K)
Filed 2026-10-21
Amicus Financial Advisors, LLC
INCREASED
Shares1,587 from 1,389
Change+198 (+14%)
Value$528.4K (+$126.6K)
Filed 2026-11-03
Salus Financial Advisors, LLC
INCREASED
Shares1,577 from 1,177
Change+400 (+34%)
Value$525.2K (+$184.6K)
Filed 2026-10-20
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares1,576 from 1,042
Change+534 (+51%)
Value$524.9K (+$223.3K)
Filed 2026-10-15
Coerente Capital Management
DECREASED
Shares1,575 from 1,778
Change-203 (-11%)
Value$524.5K (+$10.0K)
Filed 2026-10-29
Reality Financial Planning Services, LLC
INCREASED
Shares1,570 from 1,355
Change+215 (+16%)
Value$522.8K (+$130.8K)
Filed 2026-11-03
Uptown Financial Advisors LLC
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$520.5K (+$68.2K)
Filed 2026-10-15
Reicon Wealth Advisors, LLC
DECREASED
Shares1,560 from 1,589
Change-29 (-2%)
Value$519.5K (+$59.7K)
Filed 2026-11-04
Kirr Marbach & Co LLC
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$519.4K (+$68.1K)
Filed 2026-10-20
Summit Investment Advisory Services, LLC
UNCHANGED
Shares1,557 from 1,557
Change0 (0%)
Value$518.4K (+$68.0K)
Filed 2026-11-03
Acute Investment Advisory, LLC
INCREASED
Shares1,552 from 1,532
Change+20 (+1%)
Value$516.8K (+$73.5K)
Filed 2026-10-16
Rezny Wealth Management, Inc.
DECREASED
Shares1,551 from 1,582
Change-31 (-2%)
Value$516.5K (+$58.7K)
Filed 2026-10-15
Sims Investment Management, LLC
DECREASED
Shares1,541 from 1,624
Change-83 (-5%)
Value$492.1K (+$28.6K)
Filed 2026-10-13
Bedminster, LLC
DECREASED
Shares1,529 from 1,562
Change-33 (-2%)
Value$509.2K (+$57.2K)
Filed 2026-11-04
Penbrook Management LLC
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$509.2K (+$66.8K)
Filed 2026-10-16
Vannoy Advisory Group, Inc.
UNCHANGED
Shares1,523 from 1,523
Change0 (0%)
Value$507.2K (+$66.5K)
Filed 2026-10-13
Moller Wealth Partners
UNCHANGED
Shares1,519 from 1,519
Change0 (0%)
Value$505.9K (+$66.3K)
Filed 2026-10-15
rebel Financial LLC
INCREASED
Shares1,510 from 1,386
Change+124 (+9%)
Value$502.7K (+$101.7K)
Filed 2026-11-04
Citadel Investment Advisory, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$500.0K (+$66.0K)
Filed 2026-10-15
Wilsey Asset Management Inc
DECREASED
Shares1,496 from 1,896
Change-400 (-21%)
Value$498.2K (-$50.4K)
Filed 2026-10-21
Portland Financial Advisors Inc
UNCHANGED
Shares1,494 from 1,494
Change0 (0%)
Value$497.5K (+$65.2K)
Filed 2026-10-26
Bear Mountain Capital, Inc.
INCREASED
Shares1,489 from 1,488
Change+1 (+0%)
Value$511.4K (+$42.8K)
Filed 2026-11-04
Diversified Investment Strategies, LLC
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$492.9K (+$64.6K)
Filed 2026-10-28
CogentBlue Wealth Advisors, LLC
DECREASED
Shares1,479 from 13,467
Change-11,988 (-89%)
Value$492.5K (-$3.4M)
Filed 2026-10-09
Strategent Financial, LLC
UNCHANGED
Shares1,474 from 1,474
Change0 (0%)
Value$490.9K (+$64.4K)
Filed 2026-10-30
Purewater Capital LLC
DECREASED
Shares1,472 from 1,485
Change-13 (-1%)
Value$490.1K (+$60.3K)
Filed 2026-10-23
Northwest Financial Advisors
DECREASED
Shares1,465 from 1,546
Change-81 (-5%)
Value$488.0K (+$40.5K)
Filed 2026-10-27
Meixler Investment Management, Ltd.
UNCHANGED
Shares1,463 from 1,463
Change0 (0%)
Value$487.2K (+$63.9K)
Filed 2026-11-03
Brookmont Capital Management
INCREASED
Shares1,457 from 1,340
Change+117 (+9%)
Value$485.2K (+$97.5K)
Filed 2026-10-23
Beacon Capital Management, Inc.
INCREASED
Shares1,456 from 1,455
Change+1 (+0%)
Value$484.7K (+$63.6K)
Filed 2026-10-13
Weybosset Research & Management LLC
DECREASED
Shares1,454 from 1,611
Change-157 (-10%)
Value$484.2K (+$18.0K)
Filed 2026-10-19
Fortitude Financial, LLC
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$481.2K (+$63.1K)
Filed 2026-10-19
Flaharty Asset Management, LLC
DECREASED
Shares1,439 from 2,284
Change-845 (-37%)
Value$480.2K (-$224.7K)
Filed 2026-11-02
Arbor Wealth Advisors LLC
DECREASED
Shares1,439 from 1,729
Change-290 (-17%)
Value$479.3K (-$21.1K)
Filed 2026-10-09
CSP Financial Group, LLC
INCREASED
Shares1,424 from 1,265
Change+159 (+13%)
Value$474.1K (+$108.1K)
Filed 2026-10-26
Ballast Financial Advisors LLC
DECREASED
Shares1,424 from 1,464
Change-40 (-3%)
Value$474.4K (+$50.6K)
Filed 2026-10-26
Asset Planning Services Inc
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$470.0K (+$62.0K)
Filed 2026-10-15
Heffernan Advisory, Inc
INCREASED
Shares1,402 from 1,392
Change+10 (+1%)
Value$466.9K (+$64.1K)
Filed 2026-10-13
Avalon Advisory Group
DECREASED
Shares1,401 from 1,452
Change-51 (-4%)
Value$466.6K (+$46.4K)
Filed 2026-10-20
TME Financial, Inc.
INCREASED
Shares1,400 from 1,346
Change+54 (+4%)
Value$466.1K (+$76.7K)
Filed 2026-10-14
Ironsides Asset Advisors, LLC
DECREASED
Shares1,391 from 1,411
Change-20 (-1%)
Value$463.2K (+$54.9K)
Filed 2026-10-20
N10 Assets, LLC
DECREASED
Shares1,387 from 1,805
Change-418 (-23%)
Value$461.9K (-$60.4K)
Filed 2026-10-14
Tandem Investment Advisors, Inc.
DECREASED
Shares1,364 from 1,942
Change-578 (-30%)
Value$454.2K (-$107.7K)
Filed 2026-11-04
180 GPS Investments IC Ltd
INCREASED
Shares1,352 from 692
Change+660 (+95%)
Value$450.2K (+$250.0K)
Filed 2026-11-06
Sacks & Associates, LLC
UNCHANGED
Shares1,344 from 1,344
Change0 (0%)
Value$447.5K (+$32.4K)
Filed 2026-10-09
Mountain Hill Investment Partners Corp.
INCREASED
Shares1,338 from 508
Change+830 (+163%)
Value$445.4K (+$298.6K)
Filed 2026-10-23
MKD Wealth Coaches, LLC
INCREASED
Shares1,333 from 1,174
Change+159 (+14%)
Value$444.0K (+$104.2K)
Filed 2026-10-09
Frankly Finances, LLC
UNCHANGED
Shares1,323 from 1,323
Change0 (0%)
Value$440.5K (+$57.8K)
Filed 2026-10-28
Woodside Wealth Management LLC
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$439.9K (+$57.7K)
Filed 2026-10-16
Approach Retirement Advisors, LLC
DECREASED
Shares1,316 from 1,366
Change-50 (-4%)
Value$438.3K (+$43.0K)
Filed 2026-10-22
Kitching Partners, LLC
DECREASED
Shares1,308 from 1,709
Change-401 (-23%)
Value$435.6K (-$58.9K)
Filed 2026-11-02
Marathon Strategic Advisors, LLC
DECREASED
Shares1,308 from 1,373
Change-65 (-5%)
Value$435.7K (+$38.4K)
Filed 2026-10-20
Israel Discount Bank of New York
UNCHANGED
Shares1,308 from 1,308
Change0 (0%)
Value$435.6K (+$57.1K)
Filed 2026-10-14
Conestoga Capital Advisors, LLC
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$434.6K (+$57.0K)
Filed 2026-11-02
Blueline Advisors LLC
UNCHANGED
Shares1,301 from 1,301
Change0 (0%)
Value$433.3K (+$56.8K)
Filed 2026-10-15
United Wealth Management, LLC
NEW
Shares1,299
Change+1,299
Value$432.4K
Filed 2026-10-30
Midwest Capital Advisors, LLC
INCREASED
Shares1,295 from 876
Change+419 (+48%)
Value$431.2K (+$177.7K)
Filed 2026-11-04
Sachem Hill LLC
DECREASED
Shares1,259 from 1,484
Change-225 (-15%)
Value$419.3K (-$10.1K)
Filed 2026-10-14
MilWealth Group LLC
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$418.9K (+$54.9K)
Filed 2026-11-02
Compass Financial Group, Inc.
INCREASED
Shares1,257 from 1,143
Change+114 (+10%)
Value$418.6K (+$87.9K)
Filed 2026-11-06
Machina Capital S.A.S.
NEW
Shares1,255
Change+1,255
Value$417.9K
Filed 2026-11-05
Hemming& Wealth Management, Inc.
DECREASED
Shares1,253 from 1,453
Change-200 (-14%)
Value$417.3K (-$3.2K)
Filed 2026-10-20
SageOak Financial, LLC
DECREASED
Shares1,251 from 1,361
Change-110 (-8%)
Value$416.6K (+$22.8K)
Filed 2026-10-19
Brighton Securities Corp.
DECREASED
Shares1,239 from 1,522
Change-283 (-19%)
Value$412.7K (-$27.7K)
Filed 2026-10-08
BFI Wealth Solutions, LLC
INCREASED
Shares1,220 from 1,166
Change+54 (+5%)
Value$406.5K (+$69.2K)
Filed 2026-10-16
LBJ Family Wealth Advisors, Ltd.
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$406 (+$63)
Filed 2026-10-01
Retirement Financial Solutions, LLC
INCREASED
Shares1,215 from 732
Change+483 (+66%)
Value$404.5K (+$192.7K)
Filed 2026-10-20
Zeit Capital LLC
UNCHANGED
Shares1,213 from 1,213
Change0 (0%)
Value$404.0K (+$53.0K)
Filed 2026-10-19
Rochester Wealth Strategies, LLC
UNCHANGED
Shares1,213 from 1,213
Change0 (0%)
Value$403.9K (+$53.0K)
Filed 2026-11-03
TT Capital Management LLC
INCREASED
Shares1,212 from 742
Change+470 (+63%)
Value$403.7K (+$188.9K)
Filed 2026-10-15
Ping Capital Management, Inc.
INCREASED
Shares1,200 from 900
Change+300 (+33%)
Value$399.6K (+$139.2K)
Filed 2026-10-13
Crosspoint Financial, LLC
INCREASED
Shares1,196 from 1,195
Change+1 (+0%)
Value$398.2K (+$52.5K)
Filed 2026-11-03
Midwest Heritage Bank, FSB
INCREASED
Shares1,194 from 1,125
Change+69 (+6%)
Value$397.7K (+$72.1K)
Filed 2026-10-26
Horizon Advisory Services, Inc.
DECREASED
Shares1,193 from 1,423
Change-230 (-16%)
Value$397.3K (-$14.5K)
Filed 2026-10-29
Schaeffer Financial LLC
INCREASED
Shares1,183 from 1,182
Change+1 (+0%)
Value$393.8K (+$51.8K)
Filed 2026-10-23
Comprehensive Wealth Management, LLC
NEW
Shares1,169
Change+1,169
Value$389.2K
Filed 2026-11-02
Capital Wealth Alliance, LLC
DECREASED
Shares1,155 from 1,161
Change-6 (-1%)
Value$384.6K (+$48.7K)
Filed 2026-10-20
ETF Store, Inc.
INCREASED
Shares1,151 from 1,034
Change+117 (+11%)
Value$383.2K (+$84.0K)
Filed 2026-10-19
Aventus Investment Advisors, Inc.
DECREASED
Shares1,139 from 1,141
Change-2 (0%)
Value$379.4K (+$49.2K)
Filed 2026-10-09
Polaris Investment Advisors, LLC
DECREASED
Shares1,127 from 5,127
Change-4,000 (-78%)
Value$375.3K (-$1.1M)
Filed 2026-10-20
Strategic Equity Management
DECREASED
Shares1,126 from 2,481
Change-1,355 (-55%)
Value$375.0K (-$342.9K)
Filed 2026-11-04
Wealth Advisory Team LLC
DECREASED
Shares1,125 from 1,136
Change-11 (-1%)
Value$374.7K (+$45.9K)
Filed 2026-11-05
Platt Investment Counsel, LLC
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$370.0K (+$48.5K)
Filed 2026-10-07
MQS Management LLC
NEW
Shares1,104
Change+1,104
Value$367.7K
Filed 2026-11-06
Nvest Wealth Strategies, Inc.
DECREASED
Shares1,097 from 1,567
Change-470 (-30%)
Value$365.4K (-$88.0K)
Filed 2026-10-14
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares1,093 from 1,334
Change-241 (-18%)
Value$364.0K (-$22.0K)
Filed 2026-10-20
Catherine Avery Investment Management LLC
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$360.3K (+$47.2K)
Filed 2026-10-14
Allstreet Capital Advisors LLC
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$358.3K (+$47.0K)
Filed 2026-11-04
Advantage Trust Co
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$358.0K (+$46.9K)
Filed 2026-10-19
Torren Management, LLC
INCREASED
Shares1,063 from 848
Change+215 (+25%)
Value$354.2K (+$108.7K)
Filed 2026-10-29
E&R Wealth Management, LLC
INCREASED
Shares1,059 from 1,058
Change+1 (+0%)
Value$352.5K (+$46.4K)
Filed 2026-10-20
Strategic Advocates LLC
DECREASED
Shares1,053 from 1,113
Change-60 (-5%)
Value$350.7K (+$28.6K)
Filed 2026-11-03
LCW Services, LLC
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$348.7K (+$45.7K)
Filed 2026-10-21
BCU Wealth Advisors, LLC
DECREASED
Shares1,043 from 1,086
Change-43 (-4%)
Value$347.4K (+$33.1K)
Filed 2026-10-16
LifePlan Financial, LLC
DECREASED
Shares1,042 from 1,087
Change-45 (-4%)
Value$354.7K (+$40.2K)
Filed 2026-10-13
Financial Architects, LLC
DECREASED
Shares1,040 from 1,215
Change-175 (-14%)
Value$346.3K (-$5.2K)
Filed 2026-10-13
Burrus Financial Services, Inc.
INCREASED
Shares1,038 from 1,037
Change+1 (+0%)
Value$345.8K (+$45.6K)
Filed 2026-10-22
Winnacle Wealth LLC
INCREASED
Shares1,035 from 763
Change+272 (+36%)
Value$344.8K (+$124.1K)
Filed 2026-10-15
Peirce Capital Management, LLC
INCREASED
Shares1,032 from 929
Change+103 (+11%)
Value$343.7K (+$74.9K)
Filed 2026-10-19
Compass Financial Group, Inc. (Ohio)
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$337.7K (+$44.3K)
Filed 2026-10-19
BCO Wealth Management LLC
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$332.4K (+$43.6K)
Filed 2026-10-14
Cardinal Capital Management, Inc.
DECREASED
Shares997 from 1,073
Change-76 (-7%)
Value$332.0K (+$21.5K)
Filed 2026-10-16
Cornerstone Management, Inc.
DECREASED
Shares987 from 990
Change-3 (0%)
Value$328.7K (+$42.2K)
Filed 2026-10-16
Journey Beyond Wealth, LLC
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$328.3K (+$43.0K)
Filed 2026-11-04
Plus Group Wealth Advisors LLC
INCREASED
Shares978 from 973
Change+5 (+1%)
Value$325.8K (+$44.2K)
Filed 2026-10-19
Midwest Financial Network, LLC
DECREASED
Shares972 from 1,029
Change-57 (-6%)
Value$323.6K (+$25.9K)
Filed 2026-10-13
Guardian Wealth Management, LLC
DECREASED
Shares972 from 1,000
Change-28 (-3%)
Value$323.7K (+$34.3K)
Filed 2026-10-14
Mann Financial Group, Inc.
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$323.8K (+$42.5K)
Filed 2026-10-15
Bullseye Investment Management, LLC
DECREASED
Shares969 from 983
Change-14 (-1%)
Value$322.7K (+$38.3K)
Filed 2026-10-29
Arbor Wealth Management Llc\az
INCREASED
Shares958 from 797
Change+161 (+20%)
Value$319.0K (+$88.3K)
Filed 2026-10-20
Brown Capital Management LLC
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$317.0K (+$41.6K)
Filed 2026-10-27
Aurelius Family Office LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$316.4K (+$41.5K)
Filed 2026-10-23
Evergreen Wealth Management, LLC
DECREASED
Shares949 from 952
Change-3 (0%)
Value$315.9K (+$40.5K)
Filed 2026-11-06
Capital Management Corp
DECREASED
Shares940 from 1,003
Change-63 (-6%)
Value$313.1K (+$22.8K)
Filed 2026-10-29
Allodium Investment Consultants, LLC
UNCHANGED
Shares936 from 936
Change0 (0%)
Value$311.7K (+$40.9K)
Filed 2026-10-14
Ironwood Wealth Management, Llc.
NEW
Shares928
Change+928
Value$309.0K
Filed 2026-10-28
River's Edge Wealth Management, LLC
INCREASED
Shares927 from 898
Change+29 (+3%)
Value$318.2K (+$24.2K)
Filed 2026-10-19
Onyx Financial Advisors, LLC
NEW
Shares920
Change+920
Value$306.4K
Filed 2026-10-21
Legacy Wealth Management, LLC
DECREASED
Shares916 from 917
Change-1 (0%)
Value$305.0K (+$39.7K)
Filed 2026-10-22
Sage Financial Group Inc
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$302.0K (+$39.6K)
Filed 2026-10-27
FFG Partners, LLC
INCREASED
Shares904 from 820
Change+84 (+10%)
Value$301.2K (+$63.7K)
Filed 2026-10-15
Sageworth Trust Co of South Dakota
DECREASED
Shares863 from 887
Change-24 (-3%)
Value$287.4K (+$30.7K)
Filed 2026-10-30
Richardson Capital Management LLC
UNCHANGED
Shares853 from 853
Change0 (0%)
Value$283.9K (+$37.2K)
Filed 2026-10-23
Tuttle Capital Management, LLC
NEW
Shares848
Change+848
Value$282.4K
Filed 2026-10-21
Chartist Inc
DECREASED
Shares844 from 954
Change-110 (-12%)
Value$281.1K (+$5.2K)
Filed 2026-11-04
New Dimensions Wealth Management, LLC
DECREASED
Shares837 from 868
Change-31 (-4%)
Value$278.7K (+$27.5K)
Filed 2026-11-02
Babb Wealth Advisors LLC
NEW
Shares829
Change+829
Value$276.0K
Filed 2026-10-30
Rareview Capital LLC
NEW
Shares828
Change+828
Value$275.9K
Filed 2026-11-05
Sterling Investment Advisors LLC
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$273.4K (+$36.0K)
Filed 2026-10-27
Bayshore Capital Advisors, LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$271.4K (+$35.6K)
Filed 2026-11-02
Life Planning Partners, Inc
DECREASED
Shares806 from 858
Change-52 (-6%)
Value$268.5K (+$20.2K)
Filed 2026-10-28
Upper Left Wealth Management, LLC
UNCHANGED
Shares803 from 803
Change0 (0%)
Value$267.3K (+$35.0K)
Filed 2026-10-14
Breakthru Advisory Services, LLC
NEW
Shares800
Change+800
Value$266.4K
Filed 2026-10-13
Optimist Retirement Group LLC
INCREASED
Shares794 from 793
Change+1 (+0%)
Value$264.3K (+$34.7K)
Filed 2026-10-30
S. R. Schill & Associates
DECREASED
Shares781 from 914
Change-133 (-15%)
Value$260.1K (-$4.4K)
Filed 2026-10-20
Veltria Advisors Corp.
NEW
Shares778
Change+778
Value$259.1K
Filed 2026-11-05
Harpswell Capital Advisors, LLC
INCREASED
Shares776 from 775
Change+1 (+0%)
Value$258.4K (+$34.2K)
Filed 2026-10-09
Independence Asset Advisors, LLC
INCREASED
Shares773 from 772
Change+1 (+0%)
Value$257.4K (+$33.9K)
Filed 2026-10-23
NorthAvenue LLC
UNCHANGED
Shares772 from 772
Change0 (0%)
Value$257.0K (+$33.7K)
Filed 2026-10-29
Fox Financial, Inc
NEW
Shares763
Change+763
Value$254.1K
Filed 2026-10-29
Fiduciary Advisors, Inc.
INCREASED
Shares762 from 681
Change+81 (+12%)
Value$253.7K (+$56.7K)
Filed 2026-10-16
SWF LLC
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$250.4K (+$32.8K)
Filed 2026-11-05
Elevation Capital Advisory, LLC
NEW
Shares743
Change+743
Value$247.4K
Filed 2026-10-29
SMI Advisory Services, LLC
UNCHANGED
Shares739 from 739
Change0 (0%)
Value$248.8K (+$17.7K)
Filed 2026-10-13
Alpha Wealth Funds, LLC
DECREASED
Shares734 from 793
Change-59 (-7%)
Value$244.4K (+$15.0K)
Filed 2026-11-05
Riverchase Wealth Management, LLC
NEW
Shares723
Change+723
Value$240.8K
Filed 2026-10-28
LTG Capital LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$240.4K (+$31.5K)
Filed 2026-11-04
FFG Retirement Advisors LLC
INCREASED
Shares718 from 717
Change+1 (+0%)
Value$239.0K (+$31.5K)
Filed 2026-10-20
Ryan Investment Management, Inc.
NEW
Shares709
Change+709
Value$236.1K
Filed 2026-10-20
Financial Planning Fort Collins, LLC
INCREASED
Shares709 from 704
Change+5 (+1%)
Value$236.1K (+$13.5K)
Filed 2026-10-16
Corbyn Investment Management Inc
DECREASED
Shares708 from 777
Change-69 (-9%)
Value$235.8K (+$10.9K)
Filed 2026-10-30
Kane Co Wealth Management, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$233.1K (+$30.6K)
Filed 2026-11-04
Kassira Wealth Management LLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$231.1K (+$30.3K)
Filed 2026-10-28
Mader & Shannon Wealth Management, Inc.
NEW
Shares690
Change+690
Value$229.9K
Filed 2026-11-02
MidAtlantic Capital Management, Inc.
NEW
Shares688
Change+688
Value$229.1K
Filed 2026-11-05
McKinney Capital Management, LLC
DECREASED
Shares684 from 717
Change-33 (-5%)
Value$227.8K (+$20.3K)
Filed 2026-11-06
Letko, Brosseau & Associates Inc
DECREASED
Shares682 from 750
Change-68 (-9%)
Value$227.1K (+$10.1K)
Filed 2026-11-06
Five Pine Wealth Management
NEW
Shares680
Change+680
Value$226.5K
Filed 2026-10-20
Price Financial Group Wealth Management, Inc
NEW
Shares676
Change+676
Value$231.5K
Filed 2026-11-02
Wise Wealth Partners
NEW
Shares670
Change+670
Value$223.2K
Filed 2026-10-14
Access Investment Management LLC
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$221.5K (+$29.0K)
Filed 2026-10-23
Disciplined Equity Management, Inc.
NEW
Shares660
Change+660
Value$219.8K
Filed 2026-10-14
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares611 from 383
Change+228 (+60%)
Value$203.5K (+$92.7K)
Filed 2026-11-06
Navigation Wealth Management, Inc.
NEW
Shares606
Change+606
Value$206.6K
Filed 2026-11-03
Dorato Capital Management
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$202.9K (+$12.9K)
Filed 2026-10-08
Weitzel Financial Services, Inc.
NEW
Shares601
Change+601
Value$200.6K
Filed 2026-10-16
Collier Financial
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$194.5K (+$25.5K)
Filed 2026-11-06
Networth Advisors, LLC
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$179.0K (+$23.6K)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares451 from 701
Change-250 (-36%)
Value$150.2K (-$52.5K)
Filed 2026-10-07
Glynn Capital Management LLC
DECREASED
Shares429 from 491
Change-62 (-13%)
Value$142.9K (+$790)
Filed 2026-10-07
Wormser Freres Gestion
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$133.2K (+$8.4K)
Filed 2026-10-21
Jefferies Financial Group Inc.
DECREASED
Shares334 from 729,468
Change-729,134 (-100%)
Value$111.2K (-$211.0M)
Filed 2026-11-05
Financially Speaking Inc
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$107.4K (+$25.7K)
Filed 2026-11-05
Pillar Financial Advisors, LLC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$107.2K (+$14.1K)
Filed 2026-10-21
Mizuho Securities Co. Ltd.
NEW
Shares320
Change+320
Value$106.6K
Filed 2026-11-04
Transce3nd, LLC
INCREASED
Shares286 from 16
Change+270 (+1688%)
Value$98.4K (+$93.3K)
Filed 2026-10-26
PayPay Securities Corp
DECREASED
Shares272 from 309
Change-37 (-12%)
Value$90.6K (+$1.2K)
Filed 2026-10-27
Keystone Financial Group, Inc.
DECREASED
Shares246 from 250
Change-4 (-2%)
Value$82.0K (+$9.7K)
Filed 2026-10-13
Inspire Investing, LLC
DECREASED
Shares228 from 278
Change-50 (-18%)
Value$76.1K (-$4.4K)
Filed 2026-10-22
Bernzott Capital Advisors
NEW
Shares196
Change+196
Value$65.3K
Filed 2026-10-29
Ironwood Wealth Management, Inc.
NEW
Shares100
Change+100
Value$34.0K
Filed 2026-10-14
Drystone LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$32.6K (+$4.3K)
Filed 2026-10-30
CFG Wealth Management Services, Inc.
NEW
Shares70
Change+70
Value$23.1K
Filed 2026-10-21
Sellwood Investment Partners LLC
NEW
Shares68
Change+68
Value$22.6K
Filed 2026-11-03
FNY Investment Advisers, LLC
DECREASED
Shares60 from 502
Change-442 (-88%)
Value$19 (-$145.0K)
Filed 2026-10-16
Nexus Investment Management ULC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$20.0K (+$2.6K)
Filed 2026-10-27
Two Point Capital Management, Inc.
CLOSED
Shares0 from 63,329
Change-63,329 (-100%)
Value$0 (-$18.3M)
Filed 2026-10-16
Kinsale Capital Group, Inc.
CLOSED
Shares0 from 62,025
Change-62,025 (-100%)
Value$0 (-$17.9M)
Filed 2026-11-04
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 50,301
Change-50,301 (-100%)
Value$0 (-$14.6M)
Filed 2026-10-15
Check Capital Management Inc
CLOSED
Shares0 from 46,878
Change-46,878 (-100%)
Value$0 (-$13.6M)
Filed 2026-11-05
Headland Capital, LLC
CLOSED
Shares0 from 41,929
Change-41,929 (-100%)
Value$0 (-$12.1M)
Filed 2026-11-06
Axiom Investment Management LLC
CLOSED
Shares0 from 28,190
Change-28,190 (-100%)
Value$0 (-$8.2M)
Filed 2026-11-03
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 25,416
Change-25,416 (-100%)
Value$0 (-$7.4M)
Filed 2026-10-16
Herald Investment Management Ltd
CLOSED
Shares0 from 24,500
Change-24,500 (-100%)
Value$0 (-$7.1M)
Filed 2026-10-05
Sanchez Wealth Management Group
CLOSED
Shares0 from 18,188
Change-18,188 (-100%)
Value$0 (-$5.3M)
Filed 2026-11-02
Scarborough Advisors, LLC
CLOSED
Shares0 from 12,770
Change-12,770 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-16
Oak Thistle LLC
CLOSED
Shares0 from 10,374
Change-10,374 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-21
Capstone Capital Management Ltd
CLOSED
Shares0 from 9,652
Change-9,652 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-21
Arbor Capital Management Inc
CLOSED
Shares0 from 7,776
Change-7,776 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-21
Newport Capital Group, LLC
CLOSED
Shares0 from 6,756
Change-6,756 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-16
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 2,570
Change-2,570 (-100%)
Value$0 (-$743.7K)
Filed 2026-11-04
U S Global Investors Inc
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$578.7K)
Filed 2026-10-22
Axim Planning & Wealth
CLOSED
Shares0 from 1,760
Change-1,760 (-100%)
Value$0 (-$509.3K)
Filed 2026-10-28
Frontier Asset Management, LLC
CLOSED
Shares0 from 1,217
Change-1,217 (-100%)
Value$0 (-$352.0K)
Filed 2026-10-28
Melone Private Wealth, LLC
CLOSED
Shares0 from 1,109
Change-1,109 (-100%)
Value$0 (-$321.0K)
Filed 2026-10-16
Moneywise, Inc.
CLOSED
Shares0 from 1,102
Change-1,102 (-100%)
Value$0 (-$318.9K)
Filed 2026-10-30
St. Louis Trust Co
CLOSED
Shares0 from 939
Change-939 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
Arlington Partners LLC
CLOSED
Shares0 from 886
Change-886 (-100%)
Value$0 (-$256.4K)
Filed 2026-10-20
West Tower Group, LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-14
Compound Global Advisors, LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-20
Fund Evaluation Group, LLC
CLOSED
Shares0 from 694
Change-694 (-100%)
Value$0 (-$200.8K)
Filed 2026-11-05
Bayforest Capital Ltd
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$92.6K)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$14.8M (+$2.5M)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 1,162,996,939
Change-1,162,996,939 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 959,107,911
Change-959,107,911 (-100%)
Value—
State Street Corp
N/A
Shares— from 615,129,929
Change-615,129,929 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 334,119,156
Change-334,119,156 (-100%)
Value—
FMR LLC
N/A
Shares— from 325,348,754
Change-325,348,754 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 242,614,238
Change-242,614,238 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 228,762,008
Change-228,762,008 (-100%)
Value—
Berkshire Hathaway Inc
N/A
Shares— from 227,917,808
Change-227,917,808 (-100%)
Value—
Norges Bank
N/A
Shares— from 190,726,866
Change-190,726,866 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 187,965,529
Change-187,965,529 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 159,811,362
Change-159,811,362 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 157,785,381
Change-157,785,381 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 127,820,329
Change-127,820,329 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 111,744,105
Change-111,744,105 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 105,208,881
Change-105,208,881 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 104,001,309
Change-104,001,309 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 101,374,121
Change-101,374,121 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 83,474,159
Change-83,474,159 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 74,873,332
Change-74,873,332 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 69,201,134
Change-69,201,134 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 65,402,666
Change-65,402,666 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 59,910,539
Change-59,910,539 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 59,450,771
Change-59,450,771 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 59,393,712
Change-59,393,712 (-100%)
Value—
UBS Group AG
N/A
Shares— from 51,802,076
Change-51,802,076 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 51,325,640
Change-51,325,640 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 47,201,961
Change-47,201,961 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 43,033,436
Change-43,033,436 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 41,407,648
Change-41,407,648 (-100%)
Value—
Capital World Investors
N/A
Shares— from 39,344,907
Change-39,344,907 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 38,131,656
Change-38,131,656 (-100%)
Value—
Capital International Investors
N/A
Shares— from 37,238,709
Change-37,238,709 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 32,780,769
Change-32,780,769 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 31,661,076
Change-31,661,076 (-100%)
Value—
National Pension Service
N/A
Shares— from 31,517,924
Change-31,517,924 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 30,920,718
Change-30,920,718 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 30,364,165
Change-30,364,165 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 29,889,028
Change-29,889,028 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 29,642,254
Change-29,642,254 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 28,187,226
Change-28,187,226 (-100%)
Value—
H&H International Investment, LLC
N/A
Shares— from 27,098,707
Change-27,098,707 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 26,736,492
Change-26,736,492 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 26,489,978
Change-26,489,978 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 25,077,756
Change-25,077,756 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 23,361,177
Change-23,361,177 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 23,171,514
Change-23,171,514 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 23,158,850
Change-23,158,850 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 22,278,223
Change-22,278,223 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 21,389,628
Change-21,389,628 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 20,750,612
Change-20,750,612 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 19,112,405
Change-19,112,405 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 18,748,292
Change-18,748,292 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 18,591,210
Change-18,591,210 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 18,017,024
Change-18,017,024 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 17,560,970
Change-17,560,970 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 17,364,966
Change-17,364,966 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 16,875,873
Change-16,875,873 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 16,444,386
Change-16,444,386 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 15,872,551
Change-15,872,551 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 15,014,568
Change-15,014,568 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 14,544,356
Change-14,544,356 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 14,212,249
Change-14,212,249 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 14,030,274
Change-14,030,274 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,982,463
Change-13,982,463 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,977,671
Change-13,977,671 (-100%)
Value—
Aviva PLC
N/A
Shares— from 13,269,147
Change-13,269,147 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 13,143,189
Change-13,143,189 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 13,070,012
Change-13,070,012 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 12,992,154
Change-12,992,154 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 12,865,989
Change-12,865,989 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 12,685,025
Change-12,685,025 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,434,859
Change-12,434,859 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 12,353,067
Change-12,353,067 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 11,954,682
Change-11,954,682 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 11,904,025
Change-11,904,025 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 11,804,995
Change-11,804,995 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 11,766,109
Change-11,766,109 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 11,601,822
Change-11,601,822 (-100%)
Value—
FIL Ltd
N/A
Shares— from 11,500,991
Change-11,500,991 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,467,783
Change-11,467,783 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 11,069,967
Change-11,069,967 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,015,826
Change-11,015,826 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 10,936,561
Change-10,936,561 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,796,101
Change-10,796,101 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 10,363,583
Change-10,363,583 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 10,335,156
Change-10,335,156 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 10,302,563
Change-10,302,563 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 10,163,392
Change-10,163,392 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,016,436
Change-10,016,436 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,612,893
Change-9,612,893 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 9,337,818
Change-9,337,818 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 9,333,869
Change-9,333,869 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 9,266,512
Change-9,266,512 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 9,084,303
Change-9,084,303 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 8,858,856
Change-8,858,856 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 8,726,238
Change-8,726,238 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 8,447,488
Change-8,447,488 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 8,317,573
Change-8,317,573 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 8,138,484
Change-8,138,484 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,124,407
Change-8,124,407 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 7,830,625
Change-7,830,625 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 7,819,041
Change-7,819,041 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 7,506,247
Change-7,506,247 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 7,502,442
Change-7,502,442 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 7,477,651
Change-7,477,651 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 7,377,107
Change-7,377,107 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,346,095
Change-7,346,095 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,296,076
Change-7,296,076 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,078,849
Change-7,078,849 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,988,551
Change-6,988,551 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 6,925,764
Change-6,925,764 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 6,910,385
Change-6,910,385 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 6,906,726
Change-6,906,726 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 6,848,782
Change-6,848,782 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 6,775,147
Change-6,775,147 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 6,734,439
Change-6,734,439 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 6,677,483
Change-6,677,483 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 6,616,324
Change-6,616,324 (-100%)
Value—
Man Group plc
N/A
Shares— from 6,606,605
Change-6,606,605 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,426,000
Change-6,426,000 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 6,226,250
Change-6,226,250 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 6,185,595
Change-6,185,595 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 6,162,978
Change-6,162,978 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 6,133,414
Change-6,133,414 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 5,859,736
Change-5,859,736 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 5,853,299
Change-5,853,299 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 5,851,269
Change-5,851,269 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,833,307
Change-5,833,307 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,731,525
Change-5,731,525 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,603,656
Change-5,603,656 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 5,506,651
Change-5,506,651 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 5,439,653
Change-5,439,653 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 5,278,393
Change-5,278,393 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 5,078,446
Change-5,078,446 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 5,061,327
Change-5,061,327 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 5,042,160
Change-5,042,160 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 4,967,048
Change-4,967,048 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,956,780
Change-4,956,780 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 4,935,720
Change-4,935,720 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 4,877,656
Change-4,877,656 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 4,808,315
Change-4,808,315 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 4,769,889
Change-4,769,889 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 4,740,533
Change-4,740,533 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 4,593,157
Change-4,593,157 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,589,772
Change-4,589,772 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 4,279,229
Change-4,279,229 (-100%)
Value—
Commerce Bank
N/A
Shares— from 4,274,243
Change-4,274,243 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 4,213,121
Change-4,213,121 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 4,176,413
Change-4,176,413 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,033,311
Change-4,033,311 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,011,581
Change-4,011,581 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,933,000
Change-3,933,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,931,686
Change-3,931,686 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 3,764,485
Change-3,764,485 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 3,675,441
Change-3,675,441 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 3,664,077
Change-3,664,077 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,645,083
Change-3,645,083 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 3,639,688
Change-3,639,688 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 3,575,732
Change-3,575,732 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,571,020
Change-3,571,020 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,482,619
Change-3,482,619 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,416,441
Change-3,416,441 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,404,852
Change-3,404,852 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 3,391,118
Change-3,391,118 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,263,631
Change-3,263,631 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 3,259,914
Change-3,259,914 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 3,226,381
Change-3,226,381 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,221,813
Change-3,221,813 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 3,206,554
Change-3,206,554 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 3,205,348
Change-3,205,348 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,136,978
Change-3,136,978 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,077,675
Change-3,077,675 (-100%)
Value—
&partners
N/A
Shares— from 2,974,072
Change-2,974,072 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,971,008
Change-2,971,008 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,933,907
Change-2,933,907 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 2,915,098
Change-2,915,098 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 2,906,412
Change-2,906,412 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,904,300
Change-2,904,300 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 2,860,500
Change-2,860,500 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,833,399
Change-2,833,399 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 2,821,493
Change-2,821,493 (-100%)
Value—
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A
Shares— from 2,800,000
Change-2,800,000 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,770,126
Change-2,770,126 (-100%)
Value—
ING Groep NV
N/A
Shares— from 2,751,040
Change-2,751,040 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 2,633,009
Change-2,633,009 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 2,596,345
Change-2,596,345 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 2,573,774
Change-2,573,774 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,564,770
Change-2,564,770 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 2,484,883
Change-2,484,883 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 2,468,212
Change-2,468,212 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 2,394,438
Change-2,394,438 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,388,075
Change-2,388,075 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 2,313,583
Change-2,313,583 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,313,582
Change-2,313,582 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 2,309,849
Change-2,309,849 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,273,278
Change-2,273,278 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,265,185
Change-2,265,185 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 2,201,017
Change-2,201,017 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 2,199,195
Change-2,199,195 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 2,195,192
Change-2,195,192 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 2,183,517
Change-2,183,517 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 2,179,376
Change-2,179,376 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 2,174,125
Change-2,174,125 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 2,168,525
Change-2,168,525 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,155,331
Change-2,155,331 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,142,489
Change-2,142,489 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 2,116,984
Change-2,116,984 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,096,561
Change-2,096,561 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,029,475
Change-2,029,475 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 2,016,311
Change-2,016,311 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,978,445
Change-1,978,445 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 1,976,818
Change-1,976,818 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 1,961,691
Change-1,961,691 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 1,927,327
Change-1,927,327 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 1,923,152
Change-1,923,152 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,903,005
Change-1,903,005 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 1,877,668
Change-1,877,668 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,864,685
Change-1,864,685 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 1,837,416
Change-1,837,416 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 1,798,007
Change-1,798,007 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,782,340
Change-1,782,340 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 1,775,721
Change-1,775,721 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 1,774,020
Change-1,774,020 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 1,760,880
Change-1,760,880 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 1,760,591
Change-1,760,591 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,754,234
Change-1,754,234 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,731,482
Change-1,731,482 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 1,705,273
Change-1,705,273 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,667,085
Change-1,667,085 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,665,510
Change-1,665,510 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 1,658,675
Change-1,658,675 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,651,943
Change-1,651,943 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,607,892
Change-1,607,892 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,589,462
Change-1,589,462 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,586,526
Change-1,586,526 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 1,576,223
Change-1,576,223 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 1,556,928
Change-1,556,928 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 1,554,586
Change-1,554,586 (-100%)
Value—
Prudential PLC
N/A
Shares— from 1,549,367
Change-1,549,367 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,539,974
Change-1,539,974 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 1,509,200
Change-1,509,200 (-100%)
Value—
Fenelon Opportunity Fund Inc.
N/A
Shares— from 1,497,545
Change-1,497,545 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,474,930
Change-1,474,930 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 1,468,865
Change-1,468,865 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,467,543
Change-1,467,543 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,448,033
Change-1,448,033 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 1,421,425
Change-1,421,425 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,409,277
Change-1,409,277 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 1,394,101
Change-1,394,101 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,391,949
Change-1,391,949 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,372,686
Change-1,372,686 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,346,688
Change-1,346,688 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 1,343,920
Change-1,343,920 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,336,116
Change-1,336,116 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,324,102
Change-1,324,102 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 1,320,786
Change-1,320,786 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 1,286,388
Change-1,286,388 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 1,274,703
Change-1,274,703 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 1,268,595
Change-1,268,595 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 1,251,082
Change-1,251,082 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 1,239,745
Change-1,239,745 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 1,192,491
Change-1,192,491 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 1,180,277
Change-1,180,277 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,157,132
Change-1,157,132 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,153,157
Change-1,153,157 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 1,149,853
Change-1,149,853 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 1,144,314
Change-1,144,314 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,138,448
Change-1,138,448 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,124,545
Change-1,124,545 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 1,115,381
Change-1,115,381 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,110,062
Change-1,110,062 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 1,097,240
Change-1,097,240 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,082,366
Change-1,082,366 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,070,700
Change-1,070,700 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,066,225
Change-1,066,225 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,060,430
Change-1,060,430 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,052,271
Change-1,052,271 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,047,420
Change-1,047,420 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 1,046,116
Change-1,046,116 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,045,570
Change-1,045,570 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,032,523
Change-1,032,523 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 1,027,683
Change-1,027,683 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,018,034
Change-1,018,034 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 1,004,651
Change-1,004,651 (-100%)
Value—
Greenbrier Partners Capital Management, LLC
N/A
Shares— from 996,183
Change-996,183 (-100%)
Value—
RJA Asset Management LLC
N/A
Shares— from 980,200
Change-980,200 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 979,135
Change-979,135 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 948,434
Change-948,434 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 946,522
Change-946,522 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 934,697
Change-934,697 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 932,790
Change-932,790 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 926,035
Change-926,035 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 913,249
Change-913,249 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 909,503
Change-909,503 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 902,878
Change-902,878 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 890,000
Change-890,000 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 888,036
Change-888,036 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 887,758
Change-887,758 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 884,010
Change-884,010 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 882,325
Change-882,325 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 881,509
Change-881,509 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 860,969
Change-860,969 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 857,814
Change-857,814 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 850,820
Change-850,820 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 846,145
Change-846,145 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 841,768
Change-841,768 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 836,211
Change-836,211 (-100%)
Value—
Stephens Inc
N/A
Shares— from 833,376
Change-833,376 (-100%)
Value—
Allstate Corp
N/A
Shares— from 820,236
Change-820,236 (-100%)
Value—
Ossiam
N/A
Shares— from 807,273
Change-807,273 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 802,249
Change-802,249 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 792,756
Change-792,756 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 787,405
Change-787,405 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 784,975
Change-784,975 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 778,238
Change-778,238 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 767,131
Change-767,131 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 764,922
Change-764,922 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 763,434
Change-763,434 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 759,846
Change-759,846 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 756,799
Change-756,799 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 744,947
Change-744,947 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 744,798
Change-744,798 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 736,559
Change-736,559 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 729,750
Change-729,750 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 724,984
Change-724,984 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 721,781
Change-721,781 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 721,725
Change-721,725 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 718,259
Change-718,259 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 709,280
Change-709,280 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 697,822
Change-697,822 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 696,554
Change-696,554 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 695,043
Change-695,043 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 692,774
Change-692,774 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 687,770
Change-687,770 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 683,492
Change-683,492 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 680,491
Change-680,491 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 675,965
Change-675,965 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 673,091
Change-673,091 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 663,766
Change-663,766 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 662,859
Change-662,859 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 656,915
Change-656,915 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 652,251
Change-652,251 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 650,501
Change-650,501 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 644,387
Change-644,387 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 643,861
Change-643,861 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 642,631
Change-642,631 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 637,896
Change-637,896 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 635,045
Change-635,045 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 631,399
Change-631,399 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 631,092
Change-631,092 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 617,780
Change-617,780 (-100%)
Value—
EFG International AG
N/A
Shares— from 617,764
Change-617,764 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 617,608
Change-617,608 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 616,120
Change-616,120 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 614,819
Change-614,819 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 613,564
Change-613,564 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 612,571
Change-612,571 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 605,835
Change-605,835 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 601,810
Change-601,810 (-100%)
Value—
Golden Unicorn (BVI) Ltd
N/A
Shares— from 600,000
Change-600,000 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 595,353
Change-595,353 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 592,616
Change-592,616 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 592,203
Change-592,203 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 583,722
Change-583,722 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 583,127
Change-583,127 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 582,828
Change-582,828 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 582,428
Change-582,428 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 580,699
Change-580,699 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 576,144
Change-576,144 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 568,800
Change-568,800 (-100%)
Value—
Allianz SE
N/A
Shares— from 567,535
Change-567,535 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 564,589
Change-564,589 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 552,157
Change-552,157 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 547,901
Change-547,901 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 538,849
Change-538,849 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 529,538
Change-529,538 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 529,075
Change-529,075 (-100%)
Value—
Pggm Investments
N/A
Shares— from 529,053
Change-529,053 (-100%)
Value—
Intermede Investment Partners Ltd
N/A
Shares— from 525,232
Change-525,232 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 521,841
Change-521,841 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 521,460
Change-521,460 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 520,700
Change-520,700 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 518,315
Change-518,315 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 518,312
Change-518,312 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 512,988
Change-512,988 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 510,346
Change-510,346 (-100%)
Value—
Prospect Hill Management, LLC
N/A
Shares— from 505,842
Change-505,842 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 505,646
Change-505,646 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 505,052
Change-505,052 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 500,696
Change-500,696 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 497,666
Change-497,666 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 497,258
Change-497,258 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 483,606
Change-483,606 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 483,435
Change-483,435 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 481,881
Change-481,881 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 480,147
Change-480,147 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 478,371
Change-478,371 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 476,392
Change-476,392 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 472,108
Change-472,108 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 470,900
Change-470,900 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 470,182
Change-470,182 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 469,893
Change-469,893 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 468,632
Change-468,632 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 457,767
Change-457,767 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 453,496
Change-453,496 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 452,771
Change-452,771 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 448,394
Change-448,394 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 448,073
Change-448,073 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 447,943
Change-447,943 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 442,363
Change-442,363 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 438,000
Change-438,000 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 434,927
Change-434,927 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 433,052
Change-433,052 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 433,024
Change-433,024 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 430,305
Change-430,305 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 427,491
Change-427,491 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 423,265
Change-423,265 (-100%)
Value—
LGT Capital Partners Ltd.
N/A
Shares— from 423,250
Change-423,250 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 421,620
Change-421,620 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 421,075
Change-421,075 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 420,146
Change-420,146 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 418,392
Change-418,392 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 410,286
Change-410,286 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 407,079
Change-407,079 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 406,129
Change-406,129 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 405,851
Change-405,851 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 398,090
Change-398,090 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 397,628
Change-397,628 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 397,512
Change-397,512 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 394,954
Change-394,954 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 394,948
Change-394,948 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 390,390
Change-390,390 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 388,154
Change-388,154 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 387,376
Change-387,376 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 387,221
Change-387,221 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 384,683
Change-384,683 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 384,577
Change-384,577 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 377,429
Change-377,429 (-100%)
Value—
NWI Management LP
N/A
Shares— from 376,100
Change-376,100 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 373,221
Change-373,221 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 371,628
Change-371,628 (-100%)
Value—
BNP Paribas
N/A
Shares— from 369,737
Change-369,737 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 364,377
Change-364,377 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 363,014
Change-363,014 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 361,383
Change-361,383 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 360,931
Change-360,931 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 359,807
Change-359,807 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 358,892
Change-358,892 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 358,644
Change-358,644 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 357,933
Change-357,933 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 357,877
Change-357,877 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 350,965
Change-350,965 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 349,387
Change-349,387 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 348,050
Change-348,050 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 344,355
Change-344,355 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 344,086
Change-344,086 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 340,422
Change-340,422 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 339,288
Change-339,288 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 339,187
Change-339,187 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 337,758
Change-337,758 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 337,494
Change-337,494 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 336,456
Change-336,456 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 336,083
Change-336,083 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 335,418
Change-335,418 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 329,239
Change-329,239 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 325,601
Change-325,601 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 320,429
Change-320,429 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 318,456
Change-318,456 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 318,269
Change-318,269 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 315,565
Change-315,565 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 315,103
Change-315,103 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 315,000
Change-315,000 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 313,217
Change-313,217 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 312,073
Change-312,073 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 310,820
Change-310,820 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 308,990
Change-308,990 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 308,911
Change-308,911 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 307,531
Change-307,531 (-100%)
Value—
Josh Arnold Investment Consultant, LLC
N/A
Shares— from 307,356
Change-307,356 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 305,014
Change-305,014 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 302,854
Change-302,854 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 300,663
Change-300,663 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 298,092
Change-298,092 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 296,604
Change-296,604 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 294,999
Change-294,999 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 292,728
Change-292,728 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 288,914
Change-288,914 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 288,574
Change-288,574 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 285,583
Change-285,583 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 284,321
Change-284,321 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 283,794
Change-283,794 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 281,752
Change-281,752 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 277,961
Change-277,961 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 277,192
Change-277,192 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 276,575
Change-276,575 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 275,680
Change-275,680 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 275,669
Change-275,669 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 274,646
Change-274,646 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 274,474
Change-274,474 (-100%)
Value—
Nwam LLC
N/A
Shares— from 274,282
Change-274,282 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 273,500
Change-273,500 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 272,268
Change-272,268 (-100%)
Value—
Burkehill Global Management, LP
N/A
Shares— from 270,000
Change-270,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 269,878
Change-269,878 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 269,682
Change-269,682 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 264,080
Change-264,080 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 263,099
Change-263,099 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 261,856
Change-261,856 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 259,985
Change-259,985 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 257,515
Change-257,515 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 256,991
Change-256,991 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 255,657
Change-255,657 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 254,434
Change-254,434 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 253,994
Change-253,994 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 253,635
Change-253,635 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 253,472
Change-253,472 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 251,208
Change-251,208 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 250,522
Change-250,522 (-100%)
Value—
Newlands Management Operations LLC
N/A
Shares— from 248,975
Change-248,975 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 248,200
Change-248,200 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 247,947
Change-247,947 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 245,369
Change-245,369 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 245,010
Change-245,010 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 244,014
Change-244,014 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 241,737
Change-241,737 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 241,031
Change-241,031 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 240,896
Change-240,896 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 239,818
Change-239,818 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 239,363
Change-239,363 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 239,130
Change-239,130 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 238,989
Change-238,989 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 238,452
Change-238,452 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 236,655
Change-236,655 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 235,679
Change-235,679 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 234,496
Change-234,496 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 232,277
Change-232,277 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 232,048
Change-232,048 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 229,050
Change-229,050 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 228,303
Change-228,303 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 228,085
Change-228,085 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 226,893
Change-226,893 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 226,342
Change-226,342 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 224,982
Change-224,982 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 224,054
Change-224,054 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 223,202
Change-223,202 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 222,766
Change-222,766 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 222,706
Change-222,706 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 221,999
Change-221,999 (-100%)
Value—
S&CO Inc
N/A
Shares— from 220,707
Change-220,707 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 220,427
Change-220,427 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 220,130
Change-220,130 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 218,771
Change-218,771 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 216,711
Change-216,711 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 216,473
Change-216,473 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 216,244
Change-216,244 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 215,688
Change-215,688 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 215,309
Change-215,309 (-100%)
Value—
Avenir Corp
N/A
Shares— from 215,158
Change-215,158 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 214,384
Change-214,384 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 213,177
Change-213,177 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 212,153
Change-212,153 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 209,843
Change-209,843 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 209,754
Change-209,754 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 209,381
Change-209,381 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 208,838
Change-208,838 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 208,116
Change-208,116 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 207,214
Change-207,214 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 206,987
Change-206,987 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 205,686
Change-205,686 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 205,559
Change-205,559 (-100%)
Value—
Summitry LLC
N/A
Shares— from 205,044
Change-205,044 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 203,775
Change-203,775 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 203,556
Change-203,556 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 203,513
Change-203,513 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 203,493
Change-203,493 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 202,910
Change-202,910 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 202,570
Change-202,570 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 202,304
Change-202,304 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 201,006
Change-201,006 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 200,934
Change-200,934 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 200,356
Change-200,356 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 199,983
Change-199,983 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 199,329
Change-199,329 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 198,755
Change-198,755 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 198,181
Change-198,181 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 197,541
Change-197,541 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 197,318
Change-197,318 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 195,454
Change-195,454 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 194,145
Change-194,145 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 190,488
Change-190,488 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 190,471
Change-190,471 (-100%)
Value—
Dnca Finance
N/A
Shares— from 189,799
Change-189,799 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 189,533
Change-189,533 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 188,477
Change-188,477 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 188,343
Change-188,343 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 187,822
Change-187,822 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 186,711
Change-186,711 (-100%)
Value—
CTC LLC
N/A
Shares— from 185,934
Change-185,934 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 185,325
Change-185,325 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 184,506
Change-184,506 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 184,076
Change-184,076 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 184,042
Change-184,042 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 183,682
Change-183,682 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 183,674
Change-183,674 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 183,300
Change-183,300 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 183,273
Change-183,273 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 182,026
Change-182,026 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 181,504
Change-181,504 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 181,413
Change-181,413 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 181,031
Change-181,031 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 180,918
Change-180,918 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 180,887
Change-180,887 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 178,379
Change-178,379 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 178,366
Change-178,366 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 177,799
Change-177,799 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 177,302
Change-177,302 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 177,294
Change-177,294 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 176,758
Change-176,758 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 176,209
Change-176,209 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 175,641
Change-175,641 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 174,298
Change-174,298 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 171,652
Change-171,652 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 170,405
Change-170,405 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 169,385
Change-169,385 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 169,271
Change-169,271 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 169,250
Change-169,250 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 168,904
Change-168,904 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 168,159
Change-168,159 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 168,004
Change-168,004 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 167,597
Change-167,597 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 165,778
Change-165,778 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 163,706
Change-163,706 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 163,489
Change-163,489 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 162,252
Change-162,252 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 161,477
Change-161,477 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 160,145
Change-160,145 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 159,817
Change-159,817 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 159,436
Change-159,436 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 159,380
Change-159,380 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 159,332
Change-159,332 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 159,304
Change-159,304 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 156,777
Change-156,777 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 156,650
Change-156,650 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 156,565
Change-156,565 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 156,510
Change-156,510 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 156,028
Change-156,028 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 156,000
Change-156,000 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 155,184
Change-155,184 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 154,485
Change-154,485 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 154,183
Change-154,183 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 153,840
Change-153,840 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 153,136
Change-153,136 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 152,260
Change-152,260 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 151,706
Change-151,706 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 150,640
Change-150,640 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 150,353
Change-150,353 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 150,242
Change-150,242 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 150,066
Change-150,066 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 149,674
Change-149,674 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 148,882
Change-148,882 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 148,659
Change-148,659 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 148,400
Change-148,400 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 148,051
Change-148,051 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 147,775
Change-147,775 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 147,594
Change-147,594 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 147,592
Change-147,592 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 147,139
Change-147,139 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 147,101
Change-147,101 (-100%)
Value—
GuideStone Capital Management, LLC
N/A
Shares— from 146,788
Change-146,788 (-100%)
Value—
Greenwoods Asset Management Hong Kong Ltd.
N/A
Shares— from 146,668
Change-146,668 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 145,418
Change-145,418 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 145,289
Change-145,289 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 143,505
Change-143,505 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 143,351
Change-143,351 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 143,296
Change-143,296 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 142,835
Change-142,835 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 142,539
Change-142,539 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 141,395
Change-141,395 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 141,376
Change-141,376 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 141,322
Change-141,322 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 141,301
Change-141,301 (-100%)
Value—
Capital International LTD
N/A
Shares— from 141,094
Change-141,094 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 140,868
Change-140,868 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 140,822
Change-140,822 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 140,685
Change-140,685 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 140,230
Change-140,230 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 140,003
Change-140,003 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 139,881
Change-139,881 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 139,603
Change-139,603 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 138,789
Change-138,789 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 138,711
Change-138,711 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 137,967
Change-137,967 (-100%)
Value—
Motco
N/A
Shares— from 137,212
Change-137,212 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 136,900
Change-136,900 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 136,410
Change-136,410 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 136,394
Change-136,394 (-100%)
Value—
Simmons Bank
N/A
Shares— from 136,153
Change-136,153 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 136,146
Change-136,146 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 135,500
Change-135,500 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 135,311
Change-135,311 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 134,758
Change-134,758 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 134,722
Change-134,722 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 134,673
Change-134,673 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 134,229
Change-134,229 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 134,146
Change-134,146 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 133,385
Change-133,385 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 133,308
Change-133,308 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 133,081
Change-133,081 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 132,590
Change-132,590 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 131,897
Change-131,897 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 131,469
Change-131,469 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 131,305
Change-131,305 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 131,050
Change-131,050 (-100%)
Value—
Wedgewood Partners Inc
N/A
Shares— from 130,682
Change-130,682 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 130,429
Change-130,429 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 130,094
Change-130,094 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 130,083
Change-130,083 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 129,689
Change-129,689 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 129,063
Change-129,063 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 128,572
Change-128,572 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 127,762
Change-127,762 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 127,474
Change-127,474 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 127,353
Change-127,353 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 127,329
Change-127,329 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 127,320
Change-127,320 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 127,167
Change-127,167 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 127,013
Change-127,013 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 126,596
Change-126,596 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 126,528
Change-126,528 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 126,467
Change-126,467 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 126,412
Change-126,412 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 126,090
Change-126,090 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 125,654
Change-125,654 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 125,514
Change-125,514 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 124,984
Change-124,984 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 124,953
Change-124,953 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 124,422
Change-124,422 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 123,714
Change-123,714 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 123,199
Change-123,199 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 122,941
Change-122,941 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 122,461
Change-122,461 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 122,367
Change-122,367 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 122,289
Change-122,289 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 121,987
Change-121,987 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 121,966
Change-121,966 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 121,692
Change-121,692 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 120,845
Change-120,845 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 120,730
Change-120,730 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 120,621
Change-120,621 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 120,432
Change-120,432 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 120,154
Change-120,154 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 119,506
Change-119,506 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 118,718
Change-118,718 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 118,670
Change-118,670 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 117,906
Change-117,906 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 117,880
Change-117,880 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 117,710
Change-117,710 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 117,657
Change-117,657 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 117,478
Change-117,478 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 117,051
Change-117,051 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 116,839
Change-116,839 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 116,796
Change-116,796 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 116,462
Change-116,462 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 116,067
Change-116,067 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 115,979
Change-115,979 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 115,761
Change-115,761 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 115,115
Change-115,115 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 114,893
Change-114,893 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 114,542
Change-114,542 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 114,443
Change-114,443 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 113,961
Change-113,961 (-100%)
Value—
United Bank
N/A
Shares— from 113,760
Change-113,760 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 113,444
Change-113,444 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 113,075
Change-113,075 (-100%)
Value—
Members Trust Co
N/A
Shares— from 112,996
Change-112,996 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 112,986
Change-112,986 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 112,894
Change-112,894 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 112,765
Change-112,765 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 111,781
Change-111,781 (-100%)
Value—
Himalaya Capital Management LLC
N/A
Shares— from 110,600
Change-110,600 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 110,137
Change-110,137 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 109,863
Change-109,863 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 109,636
Change-109,636 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 109,367
Change-109,367 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 108,886
Change-108,886 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 107,989
Change-107,989 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 107,968
Change-107,968 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 107,643
Change-107,643 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 107,270
Change-107,270 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 107,218
Change-107,218 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 107,001
Change-107,001 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 106,485
Change-106,485 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 106,008
Change-106,008 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 106,001
Change-106,001 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 106,000
Change-106,000 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 105,759
Change-105,759 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 105,532
Change-105,532 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 105,227
Change-105,227 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 104,985
Change-104,985 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 104,619
Change-104,619 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 104,106
Change-104,106 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 103,715
Change-103,715 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 103,471
Change-103,471 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 102,419
Change-102,419 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 102,418
Change-102,418 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 101,970
Change-101,970 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 101,580
Change-101,580 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 101,516
Change-101,516 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 101,437
Change-101,437 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 101,322
Change-101,322 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 101,024
Change-101,024 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 100,932
Change-100,932 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 100,835
Change-100,835 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
7G Capital Management, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 99,797
Change-99,797 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 99,766
Change-99,766 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 99,726
Change-99,726 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 99,665
Change-99,665 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 99,451
Change-99,451 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 99,300
Change-99,300 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 99,233
Change-99,233 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 99,152
Change-99,152 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 98,949
Change-98,949 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 98,426
Change-98,426 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 98,333
Change-98,333 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 97,955
Change-97,955 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 97,665
Change-97,665 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 97,338
Change-97,338 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 96,559
Change-96,559 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 95,277
Change-95,277 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 95,107
Change-95,107 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 94,671
Change-94,671 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 94,398
Change-94,398 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 94,272
Change-94,272 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 94,192
Change-94,192 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 94,055
Change-94,055 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 94,052
Change-94,052 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 94,005
Change-94,005 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 93,981
Change-93,981 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 93,535
Change-93,535 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 93,405
Change-93,405 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 93,332
Change-93,332 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 93,035
Change-93,035 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 92,876
Change-92,876 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 92,556
Change-92,556 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 92,232
Change-92,232 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 92,210
Change-92,210 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 92,030
Change-92,030 (-100%)
Value—
Optas, LLC
N/A
Shares— from 91,699
Change-91,699 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 91,162
Change-91,162 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 91,120
Change-91,120 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 90,765
Change-90,765 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 90,398
Change-90,398 (-100%)
Value—
Horiko Capital Management LLC
N/A
Shares— from 90,216
Change-90,216 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 90,105
Change-90,105 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 89,982
Change-89,982 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 89,665
Change-89,665 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 89,254
Change-89,254 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 88,885
Change-88,885 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 88,784
Change-88,784 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 88,522
Change-88,522 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 88,422
Change-88,422 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 88,031
Change-88,031 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 87,981
Change-87,981 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 87,931
Change-87,931 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 87,651
Change-87,651 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 87,454
Change-87,454 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 87,030
Change-87,030 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 86,792
Change-86,792 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 86,531
Change-86,531 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 86,513
Change-86,513 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 86,421
Change-86,421 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 86,199
Change-86,199 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 85,948
Change-85,948 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 85,524
Change-85,524 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 85,374
Change-85,374 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 84,986
Change-84,986 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 84,780
Change-84,780 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 84,678
Change-84,678 (-100%)
Value—
Sustainable Insight Capital Management, LLC
N/A
Shares— from 84,508
Change-84,508 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 84,442
Change-84,442 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 84,350
Change-84,350 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 84,190
Change-84,190 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 84,189
Change-84,189 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 84,154
Change-84,154 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 84,110
Change-84,110 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 83,971
Change-83,971 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 83,806
Change-83,806 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 83,785
Change-83,785 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 83,658
Change-83,658 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 83,448
Change-83,448 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 83,343
Change-83,343 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 83,020
Change-83,020 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 82,573
Change-82,573 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 82,350
Change-82,350 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 81,809
Change-81,809 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 81,776
Change-81,776 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 81,639
Change-81,639 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 81,324
Change-81,324 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 81,260
Change-81,260 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 81,231
Change-81,231 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 81,213
Change-81,213 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 81,038
Change-81,038 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 80,600
Change-80,600 (-100%)
Value—
Avalon Global Asset Management LLC
N/A
Shares— from 79,580
Change-79,580 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 79,476
Change-79,476 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 79,379
Change-79,379 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 79,348
Change-79,348 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 79,018
Change-79,018 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 79,009
Change-79,009 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 78,977
Change-78,977 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 78,794
Change-78,794 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 78,703
Change-78,703 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 77,880
Change-77,880 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 77,846
Change-77,846 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 77,497
Change-77,497 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 77,469
Change-77,469 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 77,226
Change-77,226 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 77,201
Change-77,201 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 77,189
Change-77,189 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 76,936
Change-76,936 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 76,935
Change-76,935 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 76,479
Change-76,479 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 76,402
Change-76,402 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 75,942
Change-75,942 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 75,758
Change-75,758 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 75,753
Change-75,753 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 75,689
Change-75,689 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 74,935
Change-74,935 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 74,864
Change-74,864 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 74,820
Change-74,820 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 74,641
Change-74,641 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 74,454
Change-74,454 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 74,351
Change-74,351 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 74,315
Change-74,315 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 74,145
Change-74,145 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 74,065
Change-74,065 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 73,976
Change-73,976 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 73,890
Change-73,890 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 73,399
Change-73,399 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 72,701
Change-72,701 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 72,561
Change-72,561 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 72,246
Change-72,246 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 72,224
Change-72,224 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 72,186
Change-72,186 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 71,955
Change-71,955 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 71,864
Change-71,864 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 71,730
Change-71,730 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 71,724
Change-71,724 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 71,450
Change-71,450 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 71,385
Change-71,385 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 71,257
Change-71,257 (-100%)
Value—
Settian Capital LP
N/A
Shares— from 70,900
Change-70,900 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 70,608
Change-70,608 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 70,394
Change-70,394 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 70,306
Change-70,306 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 70,293
Change-70,293 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 69,924
Change-69,924 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 69,737
Change-69,737 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 69,721
Change-69,721 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 69,472
Change-69,472 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 69,432
Change-69,432 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 69,381
Change-69,381 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 68,986
Change-68,986 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 68,905
Change-68,905 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 68,653
Change-68,653 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 68,187
Change-68,187 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 68,020
Change-68,020 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 67,800
Change-67,800 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 67,634
Change-67,634 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 67,560
Change-67,560 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 67,514
Change-67,514 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 67,452
Change-67,452 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 67,427
Change-67,427 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 67,352
Change-67,352 (-100%)
Value—
Ketron Financial
N/A
Shares— from 67,128
Change-67,128 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 67,040
Change-67,040 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 67,023
Change-67,023 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 66,927
Change-66,927 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 66,717
Change-66,717 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 66,655
Change-66,655 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 66,654
Change-66,654 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 66,631
Change-66,631 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 66,412
Change-66,412 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 65,501
Change-65,501 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 65,429
Change-65,429 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 65,417
Change-65,417 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 65,147
Change-65,147 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 64,930
Change-64,930 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 64,915
Change-64,915 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 64,859
Change-64,859 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 64,819
Change-64,819 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 64,772
Change-64,772 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 64,451
Change-64,451 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 64,348
Change-64,348 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 63,958
Change-63,958 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 63,843
Change-63,843 (-100%)
Value—
11 Capital Partners LP
N/A
Shares— from 63,570
Change-63,570 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 63,133
Change-63,133 (-100%)
Value—
CIM, LLC
N/A
Shares— from 62,726
Change-62,726 (-100%)
Value—
Georgetown University
N/A
Shares— from 62,665
Change-62,665 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 62,659
Change-62,659 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 62,542
Change-62,542 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 62,494
Change-62,494 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 62,437
Change-62,437 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 62,360
Change-62,360 (-100%)
Value—
Muhlenkamp & Co Inc
N/A
Shares— from 62,125
Change-62,125 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 62,103
Change-62,103 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 61,991
Change-61,991 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 61,860
Change-61,860 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 61,806
Change-61,806 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 61,779
Change-61,779 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 61,693
Change-61,693 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 61,415
Change-61,415 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 61,154
Change-61,154 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 61,151
Change-61,151 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 61,128
Change-61,128 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 61,059
Change-61,059 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 61,000
Change-61,000 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 60,579
Change-60,579 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 60,576
Change-60,576 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 60,329
Change-60,329 (-100%)
Value—
Bank OZK
N/A
Shares— from 60,117
Change-60,117 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 60,014
Change-60,014 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 59,689
Change-59,689 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 59,685
Change-59,685 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 59,497
Change-59,497 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 59,477
Change-59,477 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 59,364
Change-59,364 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 59,240
Change-59,240 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 59,079
Change-59,079 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 59,064
Change-59,064 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 58,987
Change-58,987 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 58,694
Change-58,694 (-100%)
Value—
United American Securities Inc. (d/b/a UAS Asset Management)
N/A
Shares— from 58,513
Change-58,513 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 58,472
Change-58,472 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 58,366
Change-58,366 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 58,325
Change-58,325 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 57,702
Change-57,702 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 57,614
Change-57,614 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 57,600
Change-57,600 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 57,593
Change-57,593 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 57,381
Change-57,381 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 57,280
Change-57,280 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 56,800
Change-56,800 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 56,790
Change-56,790 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 56,659
Change-56,659 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 56,627
Change-56,627 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 56,621
Change-56,621 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 56,565
Change-56,565 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 56,302
Change-56,302 (-100%)
Value—
American Trust
N/A
Shares— from 56,242
Change-56,242 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 56,240
Change-56,240 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 56,193
Change-56,193 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 55,993
Change-55,993 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 55,900
Change-55,900 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 55,888
Change-55,888 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 55,730
Change-55,730 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 55,517
Change-55,517 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 55,405
Change-55,405 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 55,294
Change-55,294 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 55,173
Change-55,173 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 55,146
Change-55,146 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 54,818
Change-54,818 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 54,814
Change-54,814 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 54,556
Change-54,556 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 54,342
Change-54,342 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 54,111
Change-54,111 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 54,059
Change-54,059 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 53,792
Change-53,792 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 53,742
Change-53,742 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 53,609
Change-53,609 (-100%)
Value—
Matthew 25 Management Corp
N/A
Shares— from 53,500
Change-53,500 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 53,412
Change-53,412 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 53,323
Change-53,323 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 53,288
Change-53,288 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 53,254
Change-53,254 (-100%)
Value—
EWA, LLC
N/A
Shares— from 53,244
Change-53,244 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 53,070
Change-53,070 (-100%)
Value—
Atmos Capital Gestao de Recursos Ltda.
N/A
Shares— from 52,922
Change-52,922 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 52,922
Change-52,922 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 52,921
Change-52,921 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 52,882
Change-52,882 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 52,823
Change-52,823 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 52,696
Change-52,696 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 52,690
Change-52,690 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 52,627
Change-52,627 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 52,554
Change-52,554 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 52,453
Change-52,453 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 52,168
Change-52,168 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 52,103
Change-52,103 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 51,841
Change-51,841 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 51,716
Change-51,716 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 51,505
Change-51,505 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 51,475
Change-51,475 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 51,470
Change-51,470 (-100%)
Value—
CNB Bank
N/A
Shares— from 51,467
Change-51,467 (-100%)
Value—
Calydon Capital
N/A
Shares— from 51,457
Change-51,457 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 51,296
Change-51,296 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 51,262
Change-51,262 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 51,167
Change-51,167 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 51,138
Change-51,138 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 51,023
Change-51,023 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 50,681
Change-50,681 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 50,515
Change-50,515 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 50,510
Change-50,510 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 50,461
Change-50,461 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 50,394
Change-50,394 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 50,357
Change-50,357 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 50,214
Change-50,214 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 50,053
Change-50,053 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 49,998
Change-49,998 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 49,975
Change-49,975 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 49,931
Change-49,931 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 49,554
Change-49,554 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 49,428
Change-49,428 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 49,143
Change-49,143 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 49,123
Change-49,123 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 49,095
Change-49,095 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 48,923
Change-48,923 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 48,837
Change-48,837 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 48,696
Change-48,696 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 48,524
Change-48,524 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 48,495
Change-48,495 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 48,413
Change-48,413 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 48,301
Change-48,301 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 48,058
Change-48,058 (-100%)
Value—
United Bank
N/A
Shares— from 47,939
Change-47,939 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 47,935
Change-47,935 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 47,866
Change-47,866 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 47,792
Change-47,792 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 47,780
Change-47,780 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 47,644
Change-47,644 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 47,097
Change-47,097 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 47,049
Change-47,049 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 46,997
Change-46,997 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 46,905
Change-46,905 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 46,888
Change-46,888 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 46,770
Change-46,770 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 46,760
Change-46,760 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 46,691
Change-46,691 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 46,641
Change-46,641 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 46,511
Change-46,511 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 46,367
Change-46,367 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 46,288
Change-46,288 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 46,137
Change-46,137 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 46,099
Change-46,099 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 46,089
Change-46,089 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 46,051
Change-46,051 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 46,005
Change-46,005 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 45,860
Change-45,860 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 45,598
Change-45,598 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 45,330
Change-45,330 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 45,243
Change-45,243 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 45,101
Change-45,101 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 44,750
Change-44,750 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 44,685
Change-44,685 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 44,626
Change-44,626 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 44,337
Change-44,337 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 44,332
Change-44,332 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 44,296
Change-44,296 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 44,187
Change-44,187 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 44,116
Change-44,116 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 43,986
Change-43,986 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 43,981
Change-43,981 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 43,979
Change-43,979 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 43,886
Change-43,886 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 43,651
Change-43,651 (-100%)
Value—
Betterment LLC
N/A
Shares— from 43,524
Change-43,524 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 43,366
Change-43,366 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 43,229
Change-43,229 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 43,122
Change-43,122 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 43,010
Change-43,010 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 42,995
Change-42,995 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 42,955
Change-42,955 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 42,888
Change-42,888 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 42,849
Change-42,849 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 42,792
Change-42,792 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 42,763
Change-42,763 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 42,677
Change-42,677 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 42,596
Change-42,596 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 42,563
Change-42,563 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 42,555
Change-42,555 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 42,498
Change-42,498 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 42,476
Change-42,476 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 42,388
Change-42,388 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 42,290
Change-42,290 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 42,218
Change-42,218 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 42,130
Change-42,130 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 41,955
Change-41,955 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 41,716
Change-41,716 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 41,707
Change-41,707 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 41,662
Change-41,662 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 41,661
Change-41,661 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 41,405
Change-41,405 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 41,342
Change-41,342 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 41,160
Change-41,160 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 41,103
Change-41,103 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 41,089
Change-41,089 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 40,850
Change-40,850 (-100%)
Value—
Invst, LLC
N/A
Shares— from 40,749
Change-40,749 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 40,733
Change-40,733 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 40,657
Change-40,657 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 40,583
Change-40,583 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 40,564
Change-40,564 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 40,563
Change-40,563 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 40,508
Change-40,508 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 40,317
Change-40,317 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 40,295
Change-40,295 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 40,151
Change-40,151 (-100%)
Value—
KP Management LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Chou Associates Management Inc.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 39,998
Change-39,998 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 39,800
Change-39,800 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 39,688
Change-39,688 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 39,523
Change-39,523 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 39,493
Change-39,493 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 39,492
Change-39,492 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 39,217
Change-39,217 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 39,082
Change-39,082 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 38,819
Change-38,819 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 38,746
Change-38,746 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 38,687
Change-38,687 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 38,575
Change-38,575 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 38,526
Change-38,526 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 38,468
Change-38,468 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 38,379
Change-38,379 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 38,233
Change-38,233 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 38,212
Change-38,212 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 38,137
Change-38,137 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 38,055
Change-38,055 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 37,830
Change-37,830 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 37,821
Change-37,821 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 37,781
Change-37,781 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 37,745
Change-37,745 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 37,731
Change-37,731 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 37,624
Change-37,624 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 37,575
Change-37,575 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 37,435
Change-37,435 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 37,386
Change-37,386 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 37,153
Change-37,153 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 37,125
Change-37,125 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 37,054
Change-37,054 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 37,004
Change-37,004 (-100%)
Value—
Bruce & Co., Inc.
N/A
Shares— from 36,900
Change-36,900 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 36,812
Change-36,812 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 36,623
Change-36,623 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 36,593
Change-36,593 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 36,582
Change-36,582 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 36,543
Change-36,543 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 36,492
Change-36,492 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 36,455
Change-36,455 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 36,428
Change-36,428 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 36,387
Change-36,387 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 36,364
Change-36,364 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 36,134
Change-36,134 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 36,076
Change-36,076 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 36,031
Change-36,031 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 36,001
Change-36,001 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 35,916
Change-35,916 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 35,827
Change-35,827 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 35,792
Change-35,792 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 35,521
Change-35,521 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 35,482
Change-35,482 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 35,444
Change-35,444 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 35,240
Change-35,240 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 35,225
Change-35,225 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 34,733
Change-34,733 (-100%)
Value—
Cypress Funds LLC
N/A
Shares— from 34,692
Change-34,692 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 34,687
Change-34,687 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 34,583
Change-34,583 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 34,555
Change-34,555 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 34,484
Change-34,484 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 34,340
Change-34,340 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 34,208
Change-34,208 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 34,147
Change-34,147 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 33,952
Change-33,952 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 33,909
Change-33,909 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 33,905
Change-33,905 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 33,857
Change-33,857 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 33,856
Change-33,856 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 33,578
Change-33,578 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 33,564
Change-33,564 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 33,554
Change-33,554 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 33,422
Change-33,422 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 33,268
Change-33,268 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 33,263
Change-33,263 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 33,261
Change-33,261 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 33,222
Change-33,222 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 33,214
Change-33,214 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 33,205
Change-33,205 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 33,074
Change-33,074 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 33,057
Change-33,057 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 32,986
Change-32,986 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 32,951
Change-32,951 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 32,762
Change-32,762 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 32,682
Change-32,682 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 32,600
Change-32,600 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 32,400
Change-32,400 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 32,230
Change-32,230 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 32,177
Change-32,177 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 32,175
Change-32,175 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 32,148
Change-32,148 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 32,123
Change-32,123 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 32,111
Change-32,111 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 32,083
Change-32,083 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 32,001
Change-32,001 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 31,981
Change-31,981 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 31,944
Change-31,944 (-100%)
Value—
Grace & Mercy Foundation, Inc.
N/A
Shares— from 31,900
Change-31,900 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 31,883
Change-31,883 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 31,831
Change-31,831 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 31,777
Change-31,777 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 31,756
Change-31,756 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 31,718
Change-31,718 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 31,699
Change-31,699 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 31,640
Change-31,640 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 31,552
Change-31,552 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 31,496
Change-31,496 (-100%)
Value—
Dodge & COX
N/A
Shares— from 31,382
Change-31,382 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 31,321
Change-31,321 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 31,261
Change-31,261 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 31,247
Change-31,247 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 31,234
Change-31,234 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 31,205
Change-31,205 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 31,205
Change-31,205 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 31,196
Change-31,196 (-100%)
Value—
University of Wisconsin Foundation
N/A
Shares— from 31,153
Change-31,153 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 31,138
Change-31,138 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 31,112
Change-31,112 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 31,026
Change-31,026 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 30,918
Change-30,918 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 30,843
Change-30,843 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 30,824
Change-30,824 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 30,816
Change-30,816 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 30,756
Change-30,756 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 30,703
Change-30,703 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 30,500
Change-30,500 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 30,486
Change-30,486 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 30,419
Change-30,419 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 30,400
Change-30,400 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 30,384
Change-30,384 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 30,355
Change-30,355 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 30,264
Change-30,264 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 30,236
Change-30,236 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 30,055
Change-30,055 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 29,991
Change-29,991 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 29,941
Change-29,941 (-100%)
Value—
Altrafin AG
N/A
Shares— from 29,806
Change-29,806 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 29,742
Change-29,742 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 29,666
Change-29,666 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 29,632
Change-29,632 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 29,466
Change-29,466 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 29,466
Change-29,466 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 29,377
Change-29,377 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 29,364
Change-29,364 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 29,326
Change-29,326 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 29,257
Change-29,257 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 29,201
Change-29,201 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 29,196
Change-29,196 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 29,182
Change-29,182 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 29,071
Change-29,071 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 29,050
Change-29,050 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 29,044
Change-29,044 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 29,022
Change-29,022 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 28,966
Change-28,966 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 28,896
Change-28,896 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 28,814
Change-28,814 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 28,766
Change-28,766 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 28,597
Change-28,597 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 28,491
Change-28,491 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 28,403
Change-28,403 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 28,357
Change-28,357 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 28,289
Change-28,289 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 28,246
Change-28,246 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 28,220
Change-28,220 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 28,187
Change-28,187 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 28,061
Change-28,061 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 28,057
Change-28,057 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 27,977
Change-27,977 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 27,891
Change-27,891 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 27,881
Change-27,881 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 27,809
Change-27,809 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 27,798
Change-27,798 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 27,727
Change-27,727 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 27,726
Change-27,726 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 27,680
Change-27,680 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 27,571
Change-27,571 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 27,558
Change-27,558 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 27,518
Change-27,518 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 27,337
Change-27,337 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 27,335
Change-27,335 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 27,280
Change-27,280 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 27,222
Change-27,222 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 27,220
Change-27,220 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 27,212
Change-27,212 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 27,148
Change-27,148 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 27,091
Change-27,091 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 27,046
Change-27,046 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 26,997
Change-26,997 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 26,974
Change-26,974 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 26,925
Change-26,925 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 26,889
Change-26,889 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 26,882
Change-26,882 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 26,846
Change-26,846 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 26,806
Change-26,806 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 26,770
Change-26,770 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 26,716
Change-26,716 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 26,631
Change-26,631 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 26,577
Change-26,577 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 26,528
Change-26,528 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 26,398
Change-26,398 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 26,369
Change-26,369 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 26,355
Change-26,355 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 26,229
Change-26,229 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 26,213
Change-26,213 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 26,182
Change-26,182 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 26,168
Change-26,168 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 25,988
Change-25,988 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 25,865
Change-25,865 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 25,860
Change-25,860 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 25,814
Change-25,814 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 25,810
Change-25,810 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 25,759
Change-25,759 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 25,661
Change-25,661 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 25,656
Change-25,656 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 25,525
Change-25,525 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 25,417
Change-25,417 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 25,377
Change-25,377 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 25,334
Change-25,334 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 25,293
Change-25,293 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 25,271
Change-25,271 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 25,175
Change-25,175 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 25,062
Change-25,062 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 25,015
Change-25,015 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 25,012
Change-25,012 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 24,833
Change-24,833 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 24,677
Change-24,677 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 24,672
Change-24,672 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 24,579
Change-24,579 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 24,561
Change-24,561 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 24,531
Change-24,531 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 24,520
Change-24,520 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 24,509
Change-24,509 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 24,473
Change-24,473 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 24,456
Change-24,456 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 24,441
Change-24,441 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 24,406
Change-24,406 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 24,325
Change-24,325 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 24,265
Change-24,265 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 24,189
Change-24,189 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 24,146
Change-24,146 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 24,073
Change-24,073 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 24,068
Change-24,068 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 24,030
Change-24,030 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 23,979
Change-23,979 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 23,970
Change-23,970 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 23,948
Change-23,948 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 23,936
Change-23,936 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 23,924
Change-23,924 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 23,854
Change-23,854 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 23,790
Change-23,790 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 23,729
Change-23,729 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 23,705
Change-23,705 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 23,664
Change-23,664 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 23,663
Change-23,663 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 23,619
Change-23,619 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 23,617
Change-23,617 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 23,567
Change-23,567 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 23,536
Change-23,536 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 23,536
Change-23,536 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 23,489
Change-23,489 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 23,480
Change-23,480 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 23,471
Change-23,471 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 23,446
Change-23,446 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 23,439
Change-23,439 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 23,420
Change-23,420 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 23,409
Change-23,409 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 23,402
Change-23,402 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 23,395
Change-23,395 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 23,357
Change-23,357 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 23,268
Change-23,268 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 23,263
Change-23,263 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 23,211
Change-23,211 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 23,040
Change-23,040 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 22,994
Change-22,994 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 22,979
Change-22,979 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 22,973
Change-22,973 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 22,956
Change-22,956 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 22,936
Change-22,936 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 22,889
Change-22,889 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 22,837
Change-22,837 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 22,752
Change-22,752 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 22,704
Change-22,704 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 22,679
Change-22,679 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 22,676
Change-22,676 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 22,622
Change-22,622 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 22,596
Change-22,596 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 22,578
Change-22,578 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 22,547
Change-22,547 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 22,532
Change-22,532 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 22,530
Change-22,530 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 22,472
Change-22,472 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 22,437
Change-22,437 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 22,289
Change-22,289 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 22,235
Change-22,235 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 22,200
Change-22,200 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 22,182
Change-22,182 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 22,139
Change-22,139 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 22,134
Change-22,134 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 21,984
Change-21,984 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 21,972
Change-21,972 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 21,947
Change-21,947 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 21,892
Change-21,892 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 21,885
Change-21,885 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 21,814
Change-21,814 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 21,812
Change-21,812 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 21,709
Change-21,709 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 21,675
Change-21,675 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 21,670
Change-21,670 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 21,601
Change-21,601 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 21,565
Change-21,565 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 21,517
Change-21,517 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 21,460
Change-21,460 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 21,430
Change-21,430 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 21,412
Change-21,412 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 21,385
Change-21,385 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 21,327
Change-21,327 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 21,260
Change-21,260 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 21,241
Change-21,241 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 21,218
Change-21,218 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 21,171
Change-21,171 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 21,064
Change-21,064 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 21,053
Change-21,053 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 21,037
Change-21,037 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 21,036
Change-21,036 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 20,990
Change-20,990 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 20,887
Change-20,887 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 20,821
Change-20,821 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 20,639
Change-20,639 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 20,634
Change-20,634 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 20,575
Change-20,575 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 20,547
Change-20,547 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 20,531
Change-20,531 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 20,380
Change-20,380 (-100%)
Value—
FCA Corp
N/A
Shares— from 20,347
Change-20,347 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 20,310
Change-20,310 (-100%)
Value—
Rogco, LP
N/A
Shares— from 20,254
Change-20,254 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 20,218
Change-20,218 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 20,203
Change-20,203 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 20,173
Change-20,173 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 20,166
Change-20,166 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 20,118
Change-20,118 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 20,104
Change-20,104 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 20,088
Change-20,088 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 20,031
Change-20,031 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 20,006
Change-20,006 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 19,993
Change-19,993 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 19,940
Change-19,940 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 19,938
Change-19,938 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 19,935
Change-19,935 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 19,932
Change-19,932 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 19,884
Change-19,884 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 19,875
Change-19,875 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 19,837
Change-19,837 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 19,837
Change-19,837 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 19,780
Change-19,780 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 19,775
Change-19,775 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 19,764
Change-19,764 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 19,764
Change-19,764 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 19,756
Change-19,756 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 19,752
Change-19,752 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 19,733
Change-19,733 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 19,676
Change-19,676 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 19,642
Change-19,642 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 19,641
Change-19,641 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 19,610
Change-19,610 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 19,586
Change-19,586 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 19,556
Change-19,556 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 19,540
Change-19,540 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 19,536
Change-19,536 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 19,531
Change-19,531 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 19,518
Change-19,518 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 19,427
Change-19,427 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 19,379
Change-19,379 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 19,342
Change-19,342 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 19,311
Change-19,311 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 19,277
Change-19,277 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 19,263
Change-19,263 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 19,126
Change-19,126 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 19,078
Change-19,078 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 19,072
Change-19,072 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 19,040
Change-19,040 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 18,991
Change-18,991 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 18,984
Change-18,984 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 18,980
Change-18,980 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 18,936
Change-18,936 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 18,925
Change-18,925 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 18,890
Change-18,890 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 18,828
Change-18,828 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 18,803
Change-18,803 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 18,780
Change-18,780 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 18,730
Change-18,730 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 18,695
Change-18,695 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 18,605
Change-18,605 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 18,594
Change-18,594 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 18,502
Change-18,502 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 18,450
Change-18,450 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 18,399
Change-18,399 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 18,395
Change-18,395 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 18,390
Change-18,390 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 18,319
Change-18,319 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 18,283
Change-18,283 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 18,247
Change-18,247 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 18,207
Change-18,207 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 18,132
Change-18,132 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 18,102
Change-18,102 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 18,088
Change-18,088 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 18,063
Change-18,063 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 17,953
Change-17,953 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 17,851
Change-17,851 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 17,803
Change-17,803 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 17,803
Change-17,803 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 17,799
Change-17,799 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 17,754
Change-17,754 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 17,748
Change-17,748 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 17,725
Change-17,725 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 17,701
Change-17,701 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 17,655
Change-17,655 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 17,646
Change-17,646 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 17,629
Change-17,629 (-100%)
Value—
Ames National Corp
N/A
Shares— from 17,539
Change-17,539 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 17,514
Change-17,514 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 17,467
Change-17,467 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 17,403
Change-17,403 (-100%)
Value—
X Advisors, LLC
N/A
Shares— from 17,386
Change-17,386 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 17,297
Change-17,297 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 17,245
Change-17,245 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 17,241
Change-17,241 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 17,146
Change-17,146 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 17,099
Change-17,099 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 17,062
Change-17,062 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 16,928
Change-16,928 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 16,891
Change-16,891 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 16,859
Change-16,859 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 16,853
Change-16,853 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 16,848
Change-16,848 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 16,837
Change-16,837 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 16,805
Change-16,805 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 16,802
Change-16,802 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 16,771
Change-16,771 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 16,745
Change-16,745 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 16,708
Change-16,708 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 16,669
Change-16,669 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 16,589
Change-16,589 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 16,564
Change-16,564 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 16,466
Change-16,466 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 16,389
Change-16,389 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 16,386
Change-16,386 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 16,291
Change-16,291 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 16,291
Change-16,291 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 16,277
Change-16,277 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 16,182
Change-16,182 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 16,127
Change-16,127 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 16,072
Change-16,072 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 16,004
Change-16,004 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 15,993
Change-15,993 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 15,950
Change-15,950 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 15,930
Change-15,930 (-100%)
Value—
Bank of Marin
N/A
Shares— from 15,913
Change-15,913 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 15,906
Change-15,906 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 15,826
Change-15,826 (-100%)
Value—
NCP Inc.
N/A
Shares— from 15,808
Change-15,808 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 15,764
Change-15,764 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 15,687
Change-15,687 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 15,666
Change-15,666 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 15,642
Change-15,642 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 15,633
Change-15,633 (-100%)
Value—
Crystal Cove Asset Management, LLC
N/A
Shares— from 15,625
Change-15,625 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 15,584
Change-15,584 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 15,512
Change-15,512 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 15,505
Change-15,505 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 15,499
Change-15,499 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 15,419
Change-15,419 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 15,333
Change-15,333 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 15,299
Change-15,299 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 15,257
Change-15,257 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 15,204
Change-15,204 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 15,154
Change-15,154 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 15,088
Change-15,088 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 15,026
Change-15,026 (-100%)
Value—
Centennial Bank
N/A
Shares— from 14,978
Change-14,978 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 14,936
Change-14,936 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 14,927
Change-14,927 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 14,919
Change-14,919 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 14,881
Change-14,881 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 14,645
Change-14,645 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 14,630
Change-14,630 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 14,627
Change-14,627 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 14,591
Change-14,591 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 14,567
Change-14,567 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 14,538
Change-14,538 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 14,527
Change-14,527 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 14,494
Change-14,494 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 14,449
Change-14,449 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 14,441
Change-14,441 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 14,365
Change-14,365 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 14,354
Change-14,354 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 14,333
Change-14,333 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 14,330
Change-14,330 (-100%)
Value—
First Washington Corp
N/A
Shares— from 14,233
Change-14,233 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 14,214
Change-14,214 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 14,190
Change-14,190 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 14,128
Change-14,128 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 14,100
Change-14,100 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 14,046
Change-14,046 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 14,013
Change-14,013 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 13,947
Change-13,947 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 13,929
Change-13,929 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 13,843
Change-13,843 (-100%)
Value—
Valueworks LLC
N/A
Shares— from 13,842
Change-13,842 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 13,837
Change-13,837 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 13,827
Change-13,827 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 13,785
Change-13,785 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 13,716
Change-13,716 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 13,692
Change-13,692 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 13,690
Change-13,690 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 13,686
Change-13,686 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 13,646
Change-13,646 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 13,643
Change-13,643 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 13,618
Change-13,618 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 13,573
Change-13,573 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 13,552
Change-13,552 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 13,475
Change-13,475 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 13,412
Change-13,412 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 13,299
Change-13,299 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 13,288
Change-13,288 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 13,282
Change-13,282 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 13,233
Change-13,233 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 13,209
Change-13,209 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 13,149
Change-13,149 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 13,139
Change-13,139 (-100%)
Value—
Diker Management LLC
N/A
Shares— from 13,097
Change-13,097 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 13,068
Change-13,068 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 13,046
Change-13,046 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 13,044
Change-13,044 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 13,036
Change-13,036 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 13,019
Change-13,019 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 13,010
Change-13,010 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 12,995
Change-12,995 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 12,969
Change-12,969 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 12,951
Change-12,951 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 12,824
Change-12,824 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 12,794
Change-12,794 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 12,791
Change-12,791 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 12,789
Change-12,789 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 12,732
Change-12,732 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 12,698
Change-12,698 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 12,664
Change-12,664 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 12,631
Change-12,631 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 12,599
Change-12,599 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 12,515
Change-12,515 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 12,505
Change-12,505 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 12,472
Change-12,472 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 12,413
Change-12,413 (-100%)
Value—
Marvin & Palmer Associates Inc
N/A
Shares— from 12,408
Change-12,408 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 12,376
Change-12,376 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 12,335
Change-12,335 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 12,270
Change-12,270 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 12,261
Change-12,261 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 12,254
Change-12,254 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 12,233
Change-12,233 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 12,219
Change-12,219 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 12,213
Change-12,213 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 12,101
Change-12,101 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 12,091
Change-12,091 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 12,042
Change-12,042 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 11,985
Change-11,985 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 11,905
Change-11,905 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 11,890
Change-11,890 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 11,888
Change-11,888 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 11,854
Change-11,854 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 11,847
Change-11,847 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 11,833
Change-11,833 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 11,824
Change-11,824 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 11,801
Change-11,801 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 11,783
Change-11,783 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 11,772
Change-11,772 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 11,739
Change-11,739 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 11,735
Change-11,735 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 11,710
Change-11,710 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 11,705
Change-11,705 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 11,664
Change-11,664 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 11,598
Change-11,598 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 11,580
Change-11,580 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 11,540
Change-11,540 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 11,509
Change-11,509 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 11,474
Change-11,474 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 11,428
Change-11,428 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 11,406
Change-11,406 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 11,373
Change-11,373 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 11,373
Change-11,373 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 11,368
Change-11,368 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 11,335
Change-11,335 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 11,309
Change-11,309 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 11,299
Change-11,299 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 11,285
Change-11,285 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 11,256
Change-11,256 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 11,245
Change-11,245 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 11,197
Change-11,197 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 11,163
Change-11,163 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 11,150
Change-11,150 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 11,130
Change-11,130 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 11,117
Change-11,117 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 11,115
Change-11,115 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 11,054
Change-11,054 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 11,015
Change-11,015 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 11,003
Change-11,003 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 10,974
Change-10,974 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 10,920
Change-10,920 (-100%)
Value—
Park Circle Co
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 10,847
Change-10,847 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 10,842
Change-10,842 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 10,809
Change-10,809 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 10,807
Change-10,807 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 10,795
Change-10,795 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 10,793
Change-10,793 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 10,790
Change-10,790 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 10,701
Change-10,701 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 10,693
Change-10,693 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 10,687
Change-10,687 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 10,656
Change-10,656 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 10,654
Change-10,654 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 10,634
Change-10,634 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 10,633
Change-10,633 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 10,621
Change-10,621 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 10,603
Change-10,603 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 10,552
Change-10,552 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 10,550
Change-10,550 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 10,544
Change-10,544 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 10,527
Change-10,527 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 10,498
Change-10,498 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 10,487
Change-10,487 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 10,477
Change-10,477 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 10,365
Change-10,365 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 10,303
Change-10,303 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 10,289
Change-10,289 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 10,231
Change-10,231 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 10,211
Change-10,211 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 10,116
Change-10,116 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 10,101
Change-10,101 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 10,058
Change-10,058 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 10,047
Change-10,047 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
SCP Investment, LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 9,941
Change-9,941 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 9,889
Change-9,889 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 9,873
Change-9,873 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 9,870
Change-9,870 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 9,848
Change-9,848 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 9,830
Change-9,830 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 9,814
Change-9,814 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 9,807
Change-9,807 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 9,798
Change-9,798 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 9,793
Change-9,793 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 9,743
Change-9,743 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 9,711
Change-9,711 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 9,671
Change-9,671 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 9,612
Change-9,612 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 9,593
Change-9,593 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 9,589
Change-9,589 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 9,589
Change-9,589 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 9,588
Change-9,588 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 9,570
Change-9,570 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 9,563
Change-9,563 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 9,478
Change-9,478 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 9,458
Change-9,458 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 9,452
Change-9,452 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 9,413
Change-9,413 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 9,395
Change-9,395 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 9,386
Change-9,386 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 9,340
Change-9,340 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 9,330
Change-9,330 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 9,326
Change-9,326 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 9,308
Change-9,308 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 9,296
Change-9,296 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 9,289
Change-9,289 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 9,284
Change-9,284 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 9,254
Change-9,254 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 9,215
Change-9,215 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 9,198
Change-9,198 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 9,129
Change-9,129 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 9,090
Change-9,090 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 8,990
Change-8,990 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 8,987
Change-8,987 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 8,987
Change-8,987 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 8,957
Change-8,957 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 8,937
Change-8,937 (-100%)
Value—
Boston Partners
N/A
Shares— from 8,929
Change-8,929 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 8,928
Change-8,928 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 8,870
Change-8,870 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 8,862
Change-8,862 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 8,827
Change-8,827 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 8,794
Change-8,794 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 8,772
Change-8,772 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 8,720
Change-8,720 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 8,714
Change-8,714 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 8,706
Change-8,706 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 8,701
Change-8,701 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 8,696
Change-8,696 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 8,690
Change-8,690 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 8,658
Change-8,658 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 8,565
Change-8,565 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 8,524
Change-8,524 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 8,485
Change-8,485 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 8,457
Change-8,457 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 8,454
Change-8,454 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 8,449
Change-8,449 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 8,402
Change-8,402 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 8,395
Change-8,395 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 8,383
Change-8,383 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 8,358
Change-8,358 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 8,332
Change-8,332 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 8,312
Change-8,312 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 8,304
Change-8,304 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 8,303
Change-8,303 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 8,299
Change-8,299 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 8,244
Change-8,244 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 8,198
Change-8,198 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 8,156
Change-8,156 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 8,116
Change-8,116 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 8,110
Change-8,110 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 8,061
Change-8,061 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 7,988
Change-7,988 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 7,986
Change-7,986 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 7,935
Change-7,935 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 7,848
Change-7,848 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 7,841
Change-7,841 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 7,782
Change-7,782 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 7,759
Change-7,759 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 7,747
Change-7,747 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 7,712
Change-7,712 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 7,608
Change-7,608 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 7,597
Change-7,597 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 7,588
Change-7,588 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 7,544
Change-7,544 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 7,535
Change-7,535 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 7,524
Change-7,524 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 7,513
Change-7,513 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 7,490
Change-7,490 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 7,445
Change-7,445 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 7,431
Change-7,431 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 7,391
Change-7,391 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 7,386
Change-7,386 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 7,277
Change-7,277 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 7,267
Change-7,267 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 7,235
Change-7,235 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 7,226
Change-7,226 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 7,216
Change-7,216 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 7,215
Change-7,215 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 7,209
Change-7,209 (-100%)
Value—
AXA S.A.
N/A
Shares— from 7,195
Change-7,195 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 7,145
Change-7,145 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
Kanen Wealth Management LLCA
N/A
Shares— from 7,103
Change-7,103 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 7,093
Change-7,093 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 7,083
Change-7,083 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 7,069
Change-7,069 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 7,061
Change-7,061 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 7,031
Change-7,031 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 7,001
Change-7,001 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 6,983
Change-6,983 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 6,972
Change-6,972 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 6,967
Change-6,967 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 6,918
Change-6,918 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 6,899
Change-6,899 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 6,848
Change-6,848 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 6,847
Change-6,847 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 6,810
Change-6,810 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 6,791
Change-6,791 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 6,759
Change-6,759 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 6,733
Change-6,733 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 6,716
Change-6,716 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 6,686
Change-6,686 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 6,614
Change-6,614 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 6,532
Change-6,532 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 6,474
Change-6,474 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 6,421
Change-6,421 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 6,343
Change-6,343 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 6,323
Change-6,323 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 6,259
Change-6,259 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 6,249
Change-6,249 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 6,227
Change-6,227 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 6,225
Change-6,225 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 6,215
Change-6,215 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 6,185
Change-6,185 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 6,176
Change-6,176 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 6,160
Change-6,160 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 6,115
Change-6,115 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 6,067
Change-6,067 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 6,065
Change-6,065 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 6,021
Change-6,021 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 6,003
Change-6,003 (-100%)
Value—
Mork Capital Management, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 5,989
Change-5,989 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 5,928
Change-5,928 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 5,926
Change-5,926 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 5,873
Change-5,873 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 5,861
Change-5,861 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 5,820
Change-5,820 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 5,815
Change-5,815 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 5,807
Change-5,807 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 5,734
Change-5,734 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 5,730
Change-5,730 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 5,628
Change-5,628 (-100%)
Value—
S&T Bank
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 5,586
Change-5,586 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 5,582
Change-5,582 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 5,581
Change-5,581 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 5,491
Change-5,491 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 5,416
Change-5,416 (-100%)
Value—
Deepwater Asset Management, LLC
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 5,408
Change-5,408 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 5,381
Change-5,381 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 5,381
Change-5,381 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 5,368
Change-5,368 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 5,288
Change-5,288 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 5,281
Change-5,281 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 5,194
Change-5,194 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 5,164
Change-5,164 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 5,128
Change-5,128 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 5,028
Change-5,028 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Lane Generational LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 4,977
Change-4,977 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 4,971
Change-4,971 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 4,934
Change-4,934 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 4,827
Change-4,827 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 4,651
Change-4,651 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 4,584
Change-4,584 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 4,538
Change-4,538 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 4,473
Change-4,473 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 4,315
Change-4,315 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 4,228
Change-4,228 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 3,989
Change-3,989 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Toews Corp
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 3,805
Change-3,805 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 3,771
Change-3,771 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 3,672
Change-3,672 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,582
Change-3,582 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Hoya Capital Real Estate, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
YCG, LLC
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
AlpenGlobal Capital LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,073
Change-3,073 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 2,823
Change-2,823 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 2,583
Change-2,583 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 2,441
Change-2,441 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Fairholme Capital Management LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
SPG Advisors LLC
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Croban
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Corient IA LP
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Innovator Capital Management, LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
OV Management LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
AF Advisors, Inc.
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
GHE, LLC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Evoke Wealth, LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Pura Vida Investments, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
10Elms LLP
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Cygnus Capital Advisors, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Granger Management LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Pandowealth. LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
Disciplined Growth Investors Inc
N/A
Shares— from 992
Change-992 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 984
Change-984 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 979
Change-979 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 961
Change-961 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 961
Change-961 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 956
Change-956 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 904
Change-904 (-100%)
Value—
Colrain Capital LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Sherwood Financial Partners, LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 813
Change-813 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 805
Change-805 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 770
Change-770 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 704
Change-704 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 669
Change-669 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 557
Change-557 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 554
Change-554 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 534
Change-534 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 491
Change-491 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 477
Change-477 (-100%)
Value—
Quarry LP
N/A
Shares— from 470
Change-470 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 430
Change-430 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 409
Change-409 (-100%)
Value—
Bamco Inc
N/A
Shares— from 408
Change-408 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 357
Change-357 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 100
Change-100 (-100%)
Value—
Positano Wealth Management Ltd
N/A
Shares— from 80
Change-80 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 39
Change-39 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Capco Asset Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED375,209,568371,336,543+3,873,025+1%$107.2B$124.7B+$17.5B2026-11-06
Bank of New York Mellon Corp
INCREASED89,084,22888,383,551+700,677+1%$25.6B$29.7B+$4.1B2026-11-05
Amundi
INCREASED74,449,21570,758,208+3,691,007+5%$20.5B$24.8B+$4.3B2026-11-06
Dimensional Fund Advisors LP
INCREASED59,679,25059,504,383+174,867+0%$17.2B$19.9B+$2.7B2026-11-04
Fisher Asset Management, LLC
INCREASED58,446,27557,610,104+836,171+1%$16.7B$19.5B+$2.8B2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED38,666,68336,594,139+2,072,544+6%$10.6B$12.9B+$2.3B2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED32,337,16933,282,687-945,518-3%$9.6B$10.8B+$1.1B2026-10-29
Barclays PLC
DECREASED24,783,43930,484,239-5,700,800-19%$8.8B$8.3B-$567.5M2026-11-06
LPL Financial LLC
INCREASED24,770,38924,255,694+514,695+2%$7.0B$8.2B+$1.2B2026-11-06
Citigroup Inc
DECREASED23,559,55525,292,659-1,733,104-7%$7.3B$7.8B+$527.1M2026-11-04
Swedbank AB
INCREASED20,675,85420,218,567+457,287+2%$5.9B$6.9B+$1.0B2026-10-27
Principal Financial Group Inc
DECREASED20,592,40121,451,663-859,262-4%$6.2B$6.9B+$650.4M2026-11-02
Assenagon Asset Management S.A.
INCREASED19,313,95615,411,716+3,902,240+25%$4.5B$6.4B+$2.0B2026-10-15
PNC Financial Services Group, Inc.
DECREASED18,717,75618,799,774-82,0180%$5.4B$6.2B+$793.5M2026-11-06
Russell Investments Group, Ltd.
DECREASED15,978,41516,687,359-708,944-4%$4.8B$5.3B+$509.4M2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED14,548,01214,715,259-167,247-1%$4.3B$4.8B+$586.8M2026-10-20
Creative Planning
INCREASED12,932,42112,407,426+524,995+4%$3.6B$4.3B+$716.5M2026-11-02
DekaBank Deutsche Girozentrale
INCREASED11,583,85410,885,083+698,771+6%$2.8M$3.8B+$3.8B2026-10-27
New York State Teachers Retirement System
DECREASED10,836,90411,348,392-511,488-5%$3.3B$3.6B+$325.1M2026-10-22
Sanders Capital, LLC
DECREASED10,484,05210,528,191-44,1390%$3.0B$3.5B+$445.0M2026-11-02
US Bancorp \de\
DECREASED9,971,33710,064,743-93,406-1%$2.9B$3.3B+$408.3M2026-11-05
Fifth Third Bancorp
DECREASED8,906,3578,953,299-46,942-1%$2.6B$3.0B+$375.3M2026-11-05
MacKenzie Financial Corp
INCREASED8,895,1568,875,771+19,385+0%$2.6B$3.0B+$394.0M2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED8,797,7168,905,195-107,479-1%$2.6B$2.9B+$353.0M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED8,522,0317,855,520+666,511+8%$2.3B$2.8B+$564.9M2026-11-03
Pictet Asset Management Holding SA
DECREASED8,481,9068,751,626-269,720-3%$2.5B$2.8B+$292.3M2026-11-03
Commonwealth Equity Services, LLC
DECREASED8,049,8258,527,911-478,086-6%$2.5B$2.7B+$213.1M2026-11-02
ProShare Advisors LLC
INCREASED7,731,1057,583,023+148,082+2%$2.2B$2.6B+$380.4M2026-10-29
KBC Group NV
DECREASED7,613,8238,322,700-708,877-9%$2.4B$2.5B+$127.3M2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED7,085,2196,393,572+691,647+11%$1.9B$2.2B+$371.8M2026-10-13
Truist Financial Corp
INCREASED7,026,2816,875,531+150,750+2%$2.0B$2.3B+$350.4M2026-10-30
Asset Management One Co., Ltd.
INCREASED6,829,7696,707,060+122,709+2%$1.9B$2.3B+$333.7M2026-10-27
Daiwa Securities Group Inc.
DECREASED6,727,9068,151,914-1,424,008-17%$2.4B$2.2B-$118.3M2026-10-29
Eurizon Capital SGR S.p.A.
DECREASED6,645,4366,813,812-168,376-2%$2.0B$2.2B+$247.6M2026-11-06
Neos Investment Management LLC
INCREASED6,277,7345,529,231+748,503+14%$1.6B$2.1B+$490.7M2026-11-04
Cardano Risk Management B.V.
INCREASED5,855,5054,345,511+1,509,994+35%$1.3B$2.0B+$692.6M2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
INCREASED5,705,7535,665,114+40,639+1%$1.6B$1.9B+$264.4M2026-10-29
Nykredit A/S
INCREASED5,547,3795,339,801+207,578+4%$1.5B$1.8B+$302.3M2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED5,498,0635,036,332+461,731+9%$1.5B$1.8B+$333.5M2026-11-04
King Luther Capital Management Corp
DECREASED5,334,8535,515,276-180,423-3%$1.6B$1.8B+$180.7M2026-11-05
Retirement Systems of Alabama
INCREASED5,314,0485,179,441+134,607+3%$1.5B$1.8B+$271.0M2026-11-04
SEB Asset Management AB
INCREASED5,274,9764,994,409+280,567+6%$1.4B$1.8B+$311.5M2026-11-04
CIBC Asset Management Inc
INCREASED5,174,1935,060,516+113,677+2%$1.5B$1.7B+$258.4M2026-11-05
UniSuper Management Pty Ltd
INCREASED4,832,3314,333,567+498,764+12%$1.3B$1.6B+$355.3M2026-10-26
State of New Jersey Common Pension Fund D
DECREASED4,743,5214,747,977-4,4560%$1.4B$1.6B+$205.8M2026-11-05
Thrivent Financial for Lutherans
DECREASED4,677,1904,752,770-75,580-2%$1.4B$1.5B+$101.0M2026-11-05
Keybank National Association
DECREASED4,564,5984,684,348-119,750-3%$1.4B$1.5B+$164.6M2026-11-04
Strs Ohio
DECREASED4,555,2064,861,928-306,722-6%$1.4B$1.5B+$110.1M2026-10-30
Ninety One UK Ltd
DECREASED4,553,3964,900,383-346,987-7%$1.4B$1.5B+$98.4M2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED4,284,1854,362,491-78,306-2%$1.3B$1.4B+$164.4M2026-11-02
TD Waterhouse Canada Inc.
INCREASED4,260,9414,248,696+12,245+0%$1.3B$1.4B+$158.3M2026-10-16
Swiss Life Asset Management Ltd
DECREASED4,247,4714,489,649-242,178-5%$1.3B$1.4B+$115.4M2026-11-03
Czech National Bank
INCREASED4,193,2594,180,584+12,675+0%$1.2B$1.4B+$186.7M2026-10-13
Arizona State Retirement System
INCREASED4,115,2354,073,733+41,502+1%$1.2B$1.4B+$191.7M2026-11-03
Everett Harris & Co
DECREASED4,060,4044,086,992-26,588-1%$1.2B$1.4B+$169.6M2026-10-28
Lido Advisors, LLC
INCREASED4,044,9653,803,588+241,377+6%$1.1B$1.3B+$245.8M2026-11-04
Calamos Advisors LLC
INCREASED3,984,6203,925,539+59,081+2%$1.1B$1.3B+$191.1M2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED3,908,8284,147,208-238,380-6%$1.2B$1.3B+$101.7M2026-10-15
Nisa Investment Advisors, LLC
DECREASED3,785,8783,852,360-66,482-2%$1.1B$1.3B+$146.1M2026-10-20
State of Michigan Retirement System
DECREASED3,736,4993,830,399-93,900-2%$1.1B$1.2B+$136.0M2026-10-27
Xponance LLC
INCREASED3,663,3213,521,915+141,406+4%$1.0B$1.2B+$200.9M2026-11-03
Candriam S.C.A.
DECREASED3,545,9323,632,097-86,165-2%$1.0B$1.2B+$135.2M2026-11-03
IFM Investors Pty Ltd
INCREASED3,465,4713,356,844+108,627+3%$971.3M$1.2B+$182.7M2026-10-14
Parnassus Investments, LLC
DECREASED3,422,9254,318,250-895,325-21%$1.2B$1.1B-$109.6M2026-10-22
Kestra Advisory Services, LLC
INCREASED3,291,3822,979,038+312,344+10%$862.0M$1.1B+$234.1M2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED3,224,3523,244,038-19,686-1%$938.7M$1.1B+$135.1M2026-11-03
AMF Tjanstepension AB
DECREASED3,191,3413,258,851-67,510-2%$943.0M$1.1B+$119.8M2026-10-22
Virginia Retirement Systems ET Al
DECREASED3,151,3153,245,235-93,920-3%$939.0M$1.0B+$110.4M2026-10-28
Assetmark, Inc
INCREASED3,136,6073,088,319+48,288+2%$893.6M$1.0B+$150.9M2026-10-21
Rakuten Investment Management, Inc.
NEW3,087,376—+3,087,376——$1.0B—2026-10-30
Gateway Investment Advisers LLC
INCREASED2,906,3772,692,457+213,920+8%$779.1M$967.9M+$188.8M2026-10-13
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED2,847,7032,902,190-54,487-2%$839.8M$948.3M+$108.6M2026-10-19
Cincinnati Financial Corp
UNCHANGED2,797,0162,797,01600%$809.3M$931.5M+$122.1M2026-11-03
Harel Insurance Investments & Financial Services Ltd.
INCREASED2,771,5802,717,869+53,711+2%$786.4M$923.0M+$136.5M2026-11-02
Amalgamated Bank
DECREASED2,735,3392,811,845-76,506-3%$813.6M$910.9M+$97.3M2026-10-23
Alecta Tjanstepension Omsesidigt
UNCHANGED2,656,0002,656,00000%$767.8M$884.5M+$116.7M2026-11-02
Achmea Investment Management B.V.
NEW2,481,505—+2,481,505——$827.0M—2026-10-30
Fort Washington Investment Advisors Inc
DECREASED2,451,3072,549,295-97,988-4%$737.7M$816.3M+$78.7M2026-10-15
OP Asset Management Ltd
INCREASED2,448,2401,903,737+544,503+29%$550.9M$815.3M+$264.4M2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED2,406,3632,368,177+38,186+2%$685.3M$801.4M+$116.1M2026-10-20
B. Metzler seel. Sohn & Co. AG
DECREASED2,401,6552,459,559-57,904-2%$711.7M$799.8M+$88.1M2026-10-30
BI Asset Management Fondsmaeglerselskab A/S
DECREASED2,357,7552,666,876-309,121-12%$768.0M$781.7M+$13.7M2026-10-22
OFI Invest Asset Management
INCREASED2,290,0301,917,412+372,618+19%$488.4M$675.1M+$186.7M2026-11-06
ABN Amro Investment Solutions
INCREASED2,277,4662,042,718+234,748+11%$591.1M$758.4M+$167.4M2026-10-21
New York Life Investment Management LLC
DECREASED2,267,8792,319,660-51,781-2%$671.2M$755.2M+$84.0M2026-11-04
Compagnie Lombard Odier SCmA
INCREASED2,247,0252,231,303+15,722+1%$645.6M$748.3M+$102.7M2026-11-04
ASR Vermogensbeheer N.V.
INCREASED2,216,0342,132,986+83,048+4%$617.1M$738.0M+$120.8M2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED2,192,6092,289,143-96,534-4%$662.4M$730.2M+$67.8M2026-11-05
Allworth Financial LP
INCREASED1,935,7011,767,359+168,342+10%$511.4M$560.1M+$48.7M2026-11-06
Aegon Asset Management UK PLC
DECREASED1,890,2452,028,498-138,253-7%$587.0M$629.5M+$42.5M2026-11-04
Cullen T Bankers, Inc.
DECREASED1,866,5461,882,904-16,358-1%$544.8M$621.6M+$76.8M2026-10-28
Sustainable Growth Advisers, LP
INCREASED1,864,3701,747,382+116,988+7%$505.6M$620.9M+$115.3M2026-10-15
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED1,829,7551,829,75500%$529.5M$609.3M+$79.9M2026-10-30
Savant Capital, LLC
INCREASED1,822,9191,223,022+599,897+49%$362.0M$607.1M+$245.1M2026-11-06
Great Lakes Advisors, LLC
INCREASED1,807,5781,676,079+131,499+8%$485.0M$602.0M+$117.0M2026-11-06
Oregon Public Employees Retirement Fund
DECREASED1,794,3541,805,912-11,558-1%$522.6M$597.6M+$75.0M2026-10-30
Mn Services Vermogensbeheer B.V.
INCREASED1,770,5261,750,426+20,100+1%$506.5M$589.6M+$83.1M2026-10-08
State of Alaska, Department of Revenue
DECREASED1,742,2781,795,685-53,407-3%$519.6M$580.2M+$60.6M2026-10-15
Vontobel Holding Ltd.
INCREASED1,737,2321,657,606+79,626+5%$479.6M$578.5M+$98.9M2026-10-16
Sarasin & Partners LLP
DECREASED1,722,6901,847,698-125,008-7%$534.6M$573.7M+$39.0M2026-10-13
Ethic Inc.
INCREASED1,715,5641,616,480+99,084+6%$467.7M$571.3M+$103.6M2026-11-03
Yarbrough Capital, LLC
DECREASED1,696,9801,744,835-47,855-3%$504.9M$565.1M+$60.2M2026-10-19
HB Wealth Management, LLC
INCREASED1,674,0871,596,965+77,122+5%$462.1M$557.5M+$95.4M2026-10-23
Welch & Forbes LLC
DECREASED1,643,3331,662,845-19,512-1%$481.2M$547.3M+$66.1M2026-11-04
Regions Financial Corp
DECREASED1,632,2051,635,359-3,1540%$473.2M$543.6M+$70.3M2026-11-05
Factory Mutual Insurance Co
DECREASED1,627,9711,718,721-90,750-5%$497.3M$542.1M+$44.8M2026-10-30
Congress Asset Management Co
DECREASED1,594,1771,609,746-15,569-1%$465.8M$530.9M+$65.1M2026-10-06
Mutual of America Capital Management LLC
DECREASED1,566,4041,587,153-20,749-1%$459.3M$521.6M+$62.4M2026-10-23
Raiffeisen Bank International AG
INCREASED1,506,5921,426,298+80,294+6%$401.9M$496.3M+$94.4M2026-10-28
D.A. Davidson & Co.
DECREASED1,469,5331,500,901-31,368-2%$434.3M$489.4M+$55.1M2026-10-28
Yousif Capital Management, LLC
DECREASED1,462,0521,473,602-11,550-1%$426.4M$486.9M+$60.5M2026-10-22
HUB Investment Partners, LLC
DECREASED1,456,8401,491,397-34,557-2%$431.6M$485.2M+$53.6M2026-11-03
Midwest Trust Co
INCREASED1,454,7981,432,536+22,262+2%$414.5M$484.5M+$70.0M2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED1,430,3901,446,076-15,686-1%$418.4M$476.3M+$57.9M2026-10-23
Davenport & Co LLC
DECREASED1,428,2871,489,720-61,433-4%$429.5M$474.9M+$45.4M2026-10-14
GF Fund Management Co. Ltd.
DECREASED1,421,3361,423,923-2,5870%$412.0M$473.3M+$61.3M2026-10-26
Concurrent Investment Advisors, LLC
INCREASED1,404,2181,133,468+270,750+24%$323.4M$462.3M+$139.0M2026-10-16
Natixis
DECREASED1,398,7232,632,533-1,233,810-47%$761.7M$465.8M-$295.9M2026-11-06
Boston Trust Walden Corp
DECREASED1,388,2361,452,559-64,323-4%$420.3M$462.3M+$42.0M2026-10-30
Crestwood Advisors Group, LLC
DECREASED1,349,8711,369,680-19,809-1%$396.3M$449.5M+$53.2M2026-10-27
Lazard Freres Gestion S.A.S.
DECREASED1,344,3451,355,839-11,494-1%$392.3M$447.7M+$55.4M2026-11-03
Merit Financial Group, LLC
INCREASED1,337,1231,219,742+117,381+10%$352.9M$445.3M+$92.3M2026-11-06
Ferguson Wellman Capital Management, Inc
DECREASED1,314,6061,387,665-73,059-5%$401.5M$437.8M+$36.3M2026-10-05
Citizens Financial Group Inc
DECREASED1,306,9871,356,311-49,324-4%$392.5M$435.3M+$42.8M2026-10-23
iA Global Asset Management Inc.
DECREASED1,299,0611,316,462-17,401-1%$380.9M$432.6M+$51.7M2026-10-29
Exchange Traded Concepts, LLC
INCREASED1,278,737770,788+507,949+66%$223.0M$425.8M+$202.8M2026-10-28
Union Bancaire Privee, UBP SA
DECREASED1,277,5691,278,349-7800%$359.5M$416.8M+$57.3M2026-11-04
Farther Finance Advisors, LLC
INCREASED1,244,8101,075,763+169,047+16%$311.1M$414.5M+$103.5M2026-10-08
Crossmark Global Holdings, Inc.
DECREASED1,238,1341,291,247-53,113-4%$373.6M$412.3M+$38.7M2026-10-21
Avanza Fonder AB
INCREASED1,233,3671,114,566+118,801+11%$322.5M$410.7M+$88.2M2026-10-13
Border to Coast Pensions Partnership Ltd
INCREASED1,228,8751,213,399+15,476+1%$350.8M$408.6M+$57.8M2026-10-09
Markel Group Inc.
UNCHANGED1,227,2901,227,29000%$355.1M$408.7M+$53.6M2026-10-30
Quilter Plc
DECREASED1,219,1291,224,288-5,1590%$354.3M$406.0M+$51.7M2026-10-21
Pinnacle Associates LTD
DECREASED1,203,7371,212,707-8,970-1%$350.9M$400.9M+$50.0M2026-10-20
Eastern Bank
INCREASED1,173,5371,165,437+8,100+1%$337.2M$390.8M+$53.6M2026-10-05
Sapient Capital LLC
DECREASED1,153,2951,155,718-2,4230%$334.4M$384.1M+$49.7M2026-10-08
Gulf International Bank (UK) Ltd
INCREASED1,142,1421,135,642+6,500+1%$328.6M$380.4M+$51.7M2026-10-20
LBP AM SA
DECREASED1,135,9771,355,303-219,326-16%$392.2M$378.3M-$13.9M2026-11-06
Illinois Municipal Retirement Fund
DECREASED1,120,5211,127,449-6,928-1%$326.2M$373.2M+$46.9M2026-11-05
UMB Bank, n.a.
DECREASED1,116,8081,160,739-43,931-4%$335.9M$371.9M+$36.0M2026-11-06
Oppenheimer & Co Inc
DECREASED1,096,0951,132,169-36,074-3%$327.6M$365.0M+$37.4M2026-10-26
Glenview Trust Co
DECREASED1,092,9341,099,172-6,238-1%$318.1M$364.0M+$45.9M2026-10-28
Perigon Wealth Management, LLC
DECREASED1,090,4151,136,862-46,447-4%$329.0M$363.1M+$34.2M2026-10-22
Vise Technologies, Inc.
NEW1,082,781—+1,082,781——$360.6M—2026-10-29
Parallel Advisors, LLC
INCREASED1,072,3341,003,424+68,910+7%$290.4M$357.1M+$66.8M2026-11-03
Eagle Global Advisors LLC
DECREASED1,067,5411,069,203-1,6620%$309.4M$355.5M+$46.1M2026-11-02
Retirement Planning Group, LLC
INCREASED1,056,547161,007+895,540+556%$46.6M$56.1M+$9.5M2026-10-19
Louisiana State Employees Retirement System
DECREASED1,050,9001,092,700-41,800-4%$316.2M$350.0M+$33.8M2026-10-20
J.W. Cole Advisors, Inc.
DECREASED1,045,8141,065,235-19,421-2%$308.2M$348.3M+$40.0M2026-11-05
Clearstead Advisors, LLC
DECREASED1,022,9941,030,593-7,599-1%$298.2M$340.7M+$42.5M2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED1,009,9251,011,311-1,3860%$292.6M$336.3M+$43.7M2026-11-05
Kestra Private Wealth Services, LLC
DECREASED1,005,6201,021,202-15,582-2%$295.5M$334.9M+$39.4M2026-11-06
Apollon Wealth Management, LLC
INCREASED997,894937,349+60,545+6%$271.2M$332.3M+$61.1M2026-10-23
Independent Investors Inc
DECREASED991,1391,027,983-36,844-4%$297.5M$330.1M+$32.6M2026-10-30
Prospera Financial Services Inc
INCREASED977,009843,779+133,230+16%$244.2M$336.8M+$92.6M2026-11-04
Alphinity Investment Management Pty Ltd
DECREASED974,5991,780,158-805,559-45%$515.1M$324.6M-$190.5M2026-11-02
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED962,504888,448+74,056+8%$257.1M$320.5M+$63.5M2026-11-06
Baker Avenue Asset Management, LP
INCREASED960,551953,727+6,824+1%$276.0M$319.9M+$43.9M2026-11-06
Flossbach VON Storch SE
DECREASED960,2983,214,624-2,254,326-70%$930.2M$319.8M-$610.4M2026-10-28
Busey Bank
DECREASED944,796953,415-8,619-1%$275.9M$314.6M+$38.8M2026-10-26
Wedbush Securities Inc
DECREASED932,334968,308-35,974-4%$280.2M$310.5M+$30.3M2026-10-22
Mission Wealth Management, LP
DECREASED930,7371,211,951-281,214-23%$350.7M$310.0M-$40.7M2026-10-15
Central Trust Co
DECREASED930,692956,845-26,153-3%$276.9M$309.9M+$33.1M2026-11-05
Salem Investment Counselors Inc
DECREASED928,683933,415-4,732-1%$270.1M$309.3M+$39.2M2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED918,925861,390+57,535+7%$249.3M$306.0M+$56.8M2026-10-22
Choreo, LLC
INCREASED917,889909,913+7,976+1%$263.3M$305.7M+$42.4M2026-10-28
M&G Plc
DECREASED893,583993,209-99,626-10%$287.0M$297.6M+$10.5M2026-11-04
Maryland State Retirement & Pension System
INCREASED884,709777,141+107,568+14%$224.9M$294.6M+$69.8M2026-11-05
Daymark Wealth Partners, LLC
INCREASED861,010859,143+1,867+0%$248.6M$286.7M+$38.1M2026-11-04
BSN Capital Partners Ltd
INCREASED850,000575,000+275,000+48%$168.5M$276.1M+$107.6M2026-10-23
SteelPeak Wealth, LLC
DECREASED844,670952,871-108,201-11%$275.7M$281.3M+$5.6M2026-10-16
E. Ohman J:or Asset Management AB
DECREASED834,903850,401-15,498-2%$246.1M$278.0M+$32.0M2026-10-22
Fishman JAY A LTD
DECREASED832,849882,533-49,684-6%$255.4M$277.4M+$22.0M2026-10-26
Calamos Wealth Management LLC
INCREASED822,527811,808+10,719+1%$234.9M$273.9M+$39.0M2026-11-02
KCM Investment Advisors LLC
DECREASED818,997830,626-11,629-1%$240.3M$272.7M+$32.4M2026-10-27
Bailard, Inc.
DECREASED817,787826,569-8,782-1%$239.2M$272.3M+$33.2M2026-10-13
Hartford Investment Management Co
DECREASED781,251812,000-30,749-4%$235.0M$260.2M+$25.2M2026-11-04
Bokf, NA
DECREASED744,482778,964-34,482-4%$225.4M$247.9M+$22.5M2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED743,378752,997-9,619-1%$217.9M$247.6M+$29.7M2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED742,579766,662-24,083-3%$221.8M$247.3M+$25.5M2026-10-20
Adams Diversified Equity Fund, Inc.
DECREASED738,300760,200-21,900-3%$220.0M$245.9M+$25.9M2026-10-21
First Citizens Bank & Trust Co
INCREASED738,247661,495+76,752+12%$191.4M$245.9M+$54.4M2026-10-14
Modera Wealth Management, LLC
DECREASED729,976743,742-13,766-2%$215.2M$243.1M+$27.9M2026-10-28
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED729,060762,280-33,220-4%$220.4M$242.8M+$22.4M2026-10-21
New Mexico Educational Retirement Board
DECREASED726,645730,545-3,900-1%$211.4M$242.0M+$30.6M2026-11-05
Ritholtz Wealth Management
INCREASED702,421674,862+27,559+4%$195.3M$233.9M+$38.6M2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED697,811643,815+53,996+8%$186.3M$232.4M+$46.1M2026-10-26
Country Trust Bank
DECREASED697,438734,000-36,562-5%$212.4M$232.3M+$19.9M2026-10-30
Tokio Marine Asset Management Co LTD
INCREASED696,192683,191+13,001+2%$197.7M$231.8M+$34.2M2026-10-26
Braun Stacey Associates Inc
INCREASED677,007664,904+12,103+2%$192.4M$225.5M+$33.1M2026-10-19
Americana Partners, LLC
DECREASED669,552682,459-12,907-2%$197.5M$223.0M+$25.5M2026-10-28
Nicholas Company, Inc.
DECREASED662,320662,695-3750%$191.8M$220.6M+$28.8M2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED661,156587,164+73,992+13%$169.9M$220.4M+$50.5M2026-11-05
Florida Trust Wealth Management Co
DECREASED652,835665,009-12,174-2%$192.4M$217.4M+$25.0M2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED650,824620,743+30,081+5%$179.6M$216.7M+$37.1M2026-10-27
Parsons Capital Management Inc
INCREASED650,686649,728+958+0%$188.0M$216.7M+$28.7M2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED647,330590,605+56,725+10%$170.9M$215.6M+$44.7M2026-11-03
Heritage Investors Management Corp
DECREASED636,119673,254-37,135-6%$194.8M$211.8M+$17.0M2026-10-29
First American Bank
DECREASED634,043641,048-7,005-1%$185.5M$211.1M+$25.7M2026-10-27
Roffman Miller Associates Inc
INCREASED633,475456,155+177,320+39%$132.0M$147.6M+$15.6M2026-10-19
Henshaw Capital LLC
DECREASED631,638631,639-10%$182.8M$210.3M+$27.6M2026-11-03
Park Avenue Securities LLC
INCREASED626,806613,031+13,775+2%$177.4M$208.7M+$31.4M2026-10-26
Northeast Investment Management
DECREASED622,666630,130-7,464-1%$182.3M$207.4M+$25.0M2026-10-30
Clifford Swan Investment Counsel LLC
DECREASED622,423637,332-14,909-2%$184.4M$207.3M+$22.9M2026-11-05
Brighton Jones LLC
INCREASED615,978579,657+36,321+6%$167.7M$205.1M+$37.4M2026-11-03
Local Pensions Partnership Investment Ltd
UNCHANGED614,293614,29300%$177.6M$204.6M+$27.0M2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED612,731642,937-30,206-5%$186.0M$204.1M+$18.0M2026-10-05
Signaturefd, LLC
INCREASED611,917593,764+18,153+3%$171.8M$203.8M+$32.0M2026-10-23
Greenleaf Trust
DECREASED608,943625,953-17,010-3%$181.1M$202.8M+$21.7M2026-10-29
MGO One Seven LLC
DECREASED605,176611,989-6,813-1%$177.1M$201.5M+$24.5M2026-10-28
Carnegie Investment Counsel
DECREASED599,417607,488-8,071-1%$175.8M$199.6M+$23.8M2026-10-20
Generali Asset Management SPA SGR
INCREASED597,072571,445+25,627+4%$165.4M$198.8M+$33.5M2026-10-26
Patten & Patten Inc
DECREASED595,685613,022-17,337-3%$177.4M$198.4M+$21.0M2026-10-26
Brookstone Capital Management
DECREASED595,439609,042-13,603-2%$176.2M$198.3M+$22.1M2026-10-22
Wesbanco Bank Inc
DECREASED593,053776,404-183,351-24%$224.7M$197.5M-$27.2M2026-11-04
J. Safra Sarasin Holding AG
DECREASED592,524604,536-12,012-2%$165.8M$177.6M+$11.9M2026-10-26
Mogy Joel R Investment Counsel Inc
DECREASED587,528590,640-3,112-1%$170.9M$195.7M+$24.8M2026-10-13
Old National Bancorp
DECREASED586,678599,399-12,721-2%$173.4M$195.4M+$21.9M2026-10-20
Traynor Capital Management, Inc.
INCREASED586,575583,453+3,122+1%$168.8M$195.3M+$26.5M2026-10-29
CWA Asset Management Group, LLC
INCREASED584,672579,127+5,545+1%$167.6M$194.7M+$27.1M2026-10-19
Trust Co of Vermont
DECREASED583,081585,123-2,0420%$169.3M$194.2M+$24.9M2026-10-21
Dana Investment Advisors, Inc.
DECREASED582,605588,854-6,249-1%$170.4M$194.0M+$23.6M2026-11-06
Fiera Capital Corp
INCREASED579,917539,344+40,573+8%$156.1M$193.1M+$37.1M2026-11-06
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED578,095588,020-9,925-2%$170.1M$192.5M+$22.4M2026-11-03
Sigma Planning Corp
DECREASED577,538579,763-2,2250%$167.8M$191.5M+$23.7M2026-10-23
Verus Capital Partners, LLC
DECREASED577,452586,917-9,465-2%$169.8M$192.3M+$22.5M2026-11-03
Motley Fool Asset Management LLC
DECREASED575,516681,882-106,366-16%$197.3M$191.7M-$5.7M2026-10-27
Chilton Capital Management LLC
DECREASED567,839573,291-5,452-1%$165.9M$189.1M+$23.2M2026-10-28
Nippon Life Global Investors Americas, Inc.
INCREASED556,230431,740+124,490+29%$124.9M$185.2M+$60.3M2026-10-29
Associated Banc-Corp
DECREASED554,161561,437-7,276-1%$162.5M$184.5M+$22.1M2026-10-30
Bahl & Gaynor LLC
DECREASED550,790558,116-7,326-1%$161.5M$183.4M+$21.9M2026-11-05
Meyer Handelman Co
DECREASED550,219558,997-8,778-2%$161.7M$183.2M+$21.5M2026-10-28
Annex Advisory Services, LLC
INCREASED545,415453,907+91,508+20%$131.3M$181.6M+$50.3M2026-10-16
Covea Finance
DECREASED542,036551,555-9,519-2%$159.6M$180.5M+$20.9M2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED539,819506,314+33,505+7%$146.5M$179.8M+$33.3M2026-10-21
Temasek Holdings (Private) Ltd
INCREASED529,790504,475+25,315+5%$146.0M$176.4M+$30.5M2026-10-28
Banque Pictet & CIE SA
DECREASED524,661540,812-16,151-3%$156.5M$174.7M+$18.2M2026-10-16
Washington Trust Co
DECREASED524,233534,101-9,868-2%$154.5M$174.6M+$20.0M2026-10-22
Capital Investment Counsel, Inc
DECREASED519,863536,055-16,192-3%$155.1M$173.1M+$18.0M2026-10-20
Bank Pictet & Cie (Europe) AG
DECREASED515,075522,805-7,730-1%$151.3M$171.5M+$20.3M2026-10-20
Howland Capital Management LLC
DECREASED512,713530,934-18,221-3%$153.6M$170.7M+$17.1M2026-10-22
HCR Wealth Advisors
DECREASED511,248514,279-3,031-1%$148.8M$170.3M+$21.4M2026-10-15
Valeo Financial Advisors, LLC
DECREASED510,842515,811-4,969-1%$149.2M$170.1M+$20.9M2026-10-08
Maple Capital Management, Inc.
DECREASED506,606514,811-8,205-2%$149.0M$168.7M+$19.7M2026-11-02
Zevenbergen Capital Investments LLC
INCREASED504,622504,171+451+0%$145.9M$168.0M+$22.2M2026-10-08
Mill Capital Management, LLC
INCREASED503,087502,607+480+0%$145.4M$167.5M+$22.1M2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED502,439470,482+31,957+7%$148.8M$171.0M+$22.3M2026-10-13
Three Seasons Wealth, LLC
INCREASED500,215500,153+62+0%$144.7M$166.6M+$21.9M2026-11-03
Cacti Asset Management LLC
DECREASED499,400506,134-6,734-1%$146.5M$164.5M+$18.0M2026-10-01
Compound Planning, Inc.
DECREASED499,353503,054-3,701-1%$145.6M$166.3M+$20.7M2026-11-05
Larson Financial Group LLC
INCREASED495,237446,809+48,428+11%$129.3M$164.9M+$35.6M2026-11-05
Independent Financial Group, LLC
INCREASED494,236489,353+4,883+1%$141.6M$164.6M+$23.0M2026-10-13
Jessup Wealth Management, Inc
INCREASED492,95288,825+404,127+455%$25.7M$164.2M+$138.5M2026-10-20
Quadrant Capital Group LLC
DECREASED492,911494,330-1,4190%$143.0M$168.2M+$25.2M2026-10-20
MKP Capital Management, L.L.C.
NEW492,000—+492,000——$163.8M—2026-11-04
Capital Investment Advisors, LLC
INCREASED490,862487,589+3,273+1%$141.1M$163.5M+$22.4M2026-10-22
Atria Investments, Inc
INCREASED486,957413,130+73,827+18%$119.5M$162.2M+$42.6M2026-10-15
Nichols & Pratt Advisers LLP
DECREASED482,037521,022-38,985-7%$150.8M$159.2M+$8.5M2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED479,894490,322-10,428-2%$141.9M$159.8M+$17.9M2026-10-16
Reynders McVeigh Capital Management, LLC
INCREASED476,728466,656+10,072+2%$135.0M$158.8M+$23.7M2026-10-30
Biltmore Family Office, LLC
DECREASED474,443619,638-145,195-23%$179.3M$158.0M-$21.3M2026-11-03
Profund Advisors LLC
DECREASED467,554507,454-39,900-8%$146.8M$155.7M+$8.9M2026-10-29
Level Four Advisory Services, LLC
DECREASED466,651493,660-27,009-5%$142.8M$155.4M+$12.6M2026-11-06
Cohen Klingenstein LLC
UNCHANGED466,450466,45000%$135.0M$155.3M+$20.4M2026-10-15
IFP Advisors, Inc
DECREASED465,269484,958-19,689-4%$140.3M$154.9M+$14.6M2026-10-16
SBI Securities Co., Ltd.
DECREASED464,200469,919-5,719-1%$136.0M$154.6M+$18.6M2026-10-22
Gamma Investing LLC
INCREASED461,999417,210+44,789+11%$120.7M$153.9M+$33.1M2026-10-08
Joel Isaacson & Co., LLC
DECREASED457,555458,534-9790%$132.7M$152.4M+$19.7M2026-11-05
Gradient Investments LLC
DECREASED452,884502,015-49,131-10%$145.3M$150.8M+$5.6M2026-10-08
Fiduciary Family Office, LLC
INCREASED451,974450,152+1,822+0%$130.3M$150.5M+$20.3M2026-11-04
Diversify Advisory Services, LLC
INCREASED450,991449,050+1,941+0%$151.3M$154.2M+$2.9M2026-10-20
Diversify Wealth Management, LLC
INCREASED450,991449,050+1,941+0%$151.3M$154.2M+$2.9M2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED449,724415,258+34,466+8%$120.2M$149.8M+$29.6M2026-10-29
Farmers & Merchants Investments Inc
INCREASED447,517447,308+209+0%$129.4M$149.0M+$19.6M2026-10-22
Oppenheimer Asset Management Inc.
INCREASED446,513428,726+17,787+4%$124.1M$148.7M+$24.6M2026-10-27
Fisher Funds Management LTD
INCREASED445,414318,286+127,128+40%$92.1M$148.3M+$56.2M2026-10-13
J. L. Bainbridge & Co., Inc.
DECREASED444,780450,917-6,137-1%$130.5M$148.1M+$17.6M2026-10-20
Venture Visionary Partners LLC
INCREASED444,119427,438+16,681+4%$123.7M$147.9M+$24.2M2026-10-07
North Dakota State Investment Board
INCREASED442,829426,229+16,600+4%$123.3M$147.5M+$24.1M2026-10-27
Park National Corp
DECREASED441,884457,292-15,408-3%$132.3M$147.2M+$14.8M2026-10-05
Evergreen Capital Management LLC
INCREASED441,212436,726+4,486+1%$126.4M$146.9M+$20.6M2026-10-23
AlphaCore Capital LLC
INCREASED439,200331,764+107,436+32%$96.0M$146.3M+$50.3M2026-11-04
Chicago Capital, LLC
DECREASED435,624438,704-3,080-1%$126.9M$145.1M+$18.1M2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED434,808426,013+8,795+2%$123.3M$144.8M+$21.5M2026-10-29
Neville Rodie & Shaw Inc
DECREASED434,702440,265-5,563-1%$127.4M$144.8K-$127.3M2026-10-05
Locust Wood Capital Advisers, LLC
DECREASED432,438479,152-46,714-10%$138.6M$144.0M+$5.4M2026-11-03
TrinityBridge Ltd
INCREASED432,272219,083+213,189+97%$63.4M$144.0M+$80.6M2026-10-30
First National Trust Co
DECREASED431,439451,010-19,571-4%$130.5M$143.7M+$13.2M2026-10-28
Talbot Financial, LLC
DECREASED429,812430,921-1,1090%$124.7M$143.1M+$18.4M2026-10-19
Montrusco Bolton Investments Inc.
DECREASED426,645455,851-29,206-6%$131.9M$142.1M+$10.2M2026-10-13
Smith Salley Wealth Management
INCREASED426,444412,027+14,417+4%$119.2M$142.0M+$22.8M2026-11-03
Highland Capital Management, LLC
INCREASED425,180376,682+48,498+13%$109.0M$141.6M+$32.6M2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED422,064419,922+2,142+1%$121.5M$140.6M+$19.0M2026-10-22
Cincinnati Insurance Co
UNCHANGED420,000420,00000%$121.5M$139.9M+$18.3M2026-11-03
AMI Asset Management Corp
DECREASED418,851437,971-19,120-4%$126.7M$139.5M+$12.8M2026-10-20
Dynamic Advisor Solutions LLC
INCREASED414,528390,317+24,211+6%$112.9M$138.0M+$25.1M2026-10-13
Howard Capital Management Group, LLC
INCREASED414,504414,220+284+0%$119.9M$138.0M+$18.2M2026-10-16
Meridian Wealth Management, LLC
DECREASED413,696424,395-10,699-3%$122.8M$137.8M+$15.0M2026-11-05
Vest Financial, LLC
INCREASED413,306403,159+10,147+3%$116.7M$137.6M+$21.0M2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED412,375417,786-5,411-1%$120.9M$137.3M+$16.4M2026-10-22
Private Wealth Partners, LLC
DECREASED405,830405,885-550%$117.4M$135.1M+$17.7M2026-10-22
AIA Group Ltd
DECREASED402,495436,909-34,414-8%$126.4M$134.0M+$7.6M2026-10-30
Plato Investment Management Ltd
INCREASED399,196376,892+22,304+6%$108.4M$133.5M+$25.0M2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED398,339367,175+31,164+8%$106.3M$132.7M+$26.4M2026-10-13
Visionary Wealth Advisors
DECREASED398,199403,814-5,615-1%$116.8M$132.6M+$15.8M2026-11-04
Brickley Wealth Management
DECREASED394,444394,727-2830%$114.2M$131.4M+$17.1M2026-11-04
Van Cleef Asset Management,Inc
DECREASED392,226407,200-14,974-4%$117.8M$130.6M+$12.8M2026-10-20
Adell Harriman & Carpenter Inc
DECREASED386,295398,856-12,561-3%$115.4M$128.6M+$13.2M2026-11-02
Sowell Financial Services LLC
DECREASED383,340420,714-37,374-9%$121.7M$127.7M+$5.9M2026-10-23
Kornitzer Capital Management Inc
DECREASED382,556399,665-17,109-4%$115.6M$127.4M+$11.8M2026-11-03
Artemis Investment Management LLP
INCREASED380,103246,137+133,966+54%$71.2M$126.6M+$55.4M2026-10-08
Securian Asset Management, Inc
DECREASED379,092390,287-11,195-3%$130.3M$126.2M-$4.0M2026-11-06
Community Trust & Investment Co
DECREASED376,202377,257-1,0550%$109.2M$125.3M+$16.1M2026-10-15
Triglav Investments, D.O.O.
INCREASED373,679347,560+26,119+8%$100.6M$124.4M+$23.9M2026-11-06
JIA Investment Alliance Pte. Ltd.
UNCHANGED371,700371,70000%$107.6M$123.8M+$16.2M2026-10-06
Howard Capital Management, LLC
DECREASED371,100373,939-2,839-1%$108.2M$123.6M+$15.4M2026-10-16
Welch Group, LLC
DECREASED370,890372,791-1,901-1%$107.9M$123.5M+$15.6M2026-10-29
Cullinan Associates Inc
DECREASED370,628382,145-11,517-3%$110.6M$123.4M+$12.8M2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED370,365379,605-9,240-2%$109.8M$123.3M+$13.5M2026-10-22
Community Bank, N.A.
DECREASED370,158371,053-8950%$107.4M$123.3M+$15.9M2026-11-06
Smith Chas P & Associates PA Cpas
DECREASED368,273411,508-43,235-11%$119.1M$126.5M+$7.4M2026-10-22
Principle Wealth Partners LLC
INCREASED368,147361,967+6,180+2%$104.7M$122.6M+$17.9M2026-11-02
Burney Co/
INCREASED368,048366,643+1,405+0%$106.1M$122.6M+$16.5M2026-10-15
GLP Holdings Lllp
UNCHANGED367,556367,55600%$106.4M$122.4M+$16.0M2026-10-02
71 West Capital Partners
INCREASED366,894364,276+2,618+1%$105.4M$122.2M+$16.8M2026-11-04
Birch Hill Investment Advisors LLC
DECREASED363,997367,068-3,071-1%$106.2M$121.2M+$15.0M2026-10-16
Bryn Mawr Trust Advisors, LLC
DECREASED362,920371,340-8,420-2%$107.5M$120.9M+$13.4M2026-11-04
Franklin Street Advisors Inc
DECREASED361,179403,458-42,279-10%$116.7M$120.3M+$3.5M2026-10-13
Spire Wealth Management
DECREASED359,404366,114-6,710-2%$105.9M$119.7M+$13.7M2026-10-30
LVM Capital Management LTD
DECREASED357,194364,448-7,254-2%$105.5M$119.0M+$13.5M2026-10-20
Apella Capital, LLC
INCREASED354,187337,158+17,029+5%$104.7M$119.2M+$14.5M2026-10-08
Chicago Partners Investment Group LLC
INCREASED353,007336,798+16,209+5%$108.3M$122.7M+$14.4M2026-10-27
Cornerstone Wealth Management, LLC
INCREASED352,511350,341+2,170+1%$101.4M$117.4M+$16.0M2026-11-04
Mcdaniel Terry & Co
DECREASED348,787349,854-1,0670%$101.2M$116.2M+$14.9M2026-11-05
WealthPlan Investment Management, LLC
DECREASED347,260373,764-26,504-7%$108.2M$115.6M+$7.5M2026-10-15
Univest Financial Corp
DECREASED346,476357,455-10,979-3%$103.4M$115.4M+$12.0M2026-11-05
Knights of Columbus Asset Advisors LLC
DECREASED346,002352,083-6,081-2%$101.9M$115.2M+$13.3M2026-11-05
National Mutual Insurance Federation of Agricultural Cooperatives
DECREASED345,400364,400-19,000-5%$105.4M$115.0M+$9.6M2026-10-28
Baldwin Wealth Partners LLC
DECREASED343,694351,829-8,135-2%$101.8M$114.5M+$12.7M2026-10-13
OAK Ridge Investments LLC
DECREASED341,443357,120-15,677-4%$103.3M$113.7M+$10.4M2026-10-30
AMG National Trust Bank
INCREASED339,617337,620+1,997+1%$97.7M$113.1M+$15.4M2026-11-05
Wedmont Private Capital
INCREASED339,449301,877+37,572+12%$95.2M$115.6M+$20.4M2026-10-09
Focus Financial Network, Inc.
INCREASED339,213336,261+2,952+1%$97.3M$113.0M+$15.7M2026-10-14
Davidson Investment Advisors
DECREASED336,600341,640-5,040-1%$98.9M$112.1M+$13.2M2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED336,396227,727+108,669+48%$64.2M$112.0M+$47.9M2026-10-13
Edgemoor Investment Advisors, Inc.
DECREASED336,346341,236-4,890-1%$98.7M$112.0M+$13.3M2026-11-03
GW Henssler & Associates LTD
INCREASED333,154332,355+799+0%$96.2M$110.9M+$14.8M2026-10-26
Clear Harbor Asset Management, LLC
INCREASED332,586308,205+24,381+8%$89.2M$110.8M+$21.6M2026-11-05
Albion Financial Group
INCREASED331,866329,691+2,175+1%$95.4M$110.5M+$15.1M2026-10-21
Praxis Investment Management Inc
UNCHANGED331,457331,45700%$95.9M$110.4M+$14.5M2026-11-03
SAX Wealth Advisors, LLC
INCREASED325,723124,661+201,062+161%$31.6M$108.5M+$76.8M2026-10-13
YHB Investment Advisors, Inc.
DECREASED324,809330,559-5,750-2%$95.7M$108.2M+$12.5M2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED324,453318,568+5,885+2%$92.2M$108.0M+$15.9M2026-10-23
Rockland Trust Co
DECREASED324,228325,023-7950%$94.0M$108.0M+$13.9M2026-10-05
Birinyi Associates Inc
DECREASED321,445326,510-5,065-2%$94.5M$107.0M+$12.6M2026-10-28
ARS Investment Partners, LLC
DECREASED320,547333,913-13,366-4%$96.6M$106.7M+$10.1M2026-11-05
Beese Fulmer Investment Management, Inc.
DECREASED320,321321,813-1,4920%$93.1M$106.7M+$13.6M2026-10-23
Tritonpoint Wealth, LLC
DECREASED320,311326,546-6,235-2%$94.5M$106.7M+$12.2M2026-10-19
Global X Japan Co., Ltd.
DECREASED319,959337,479-17,520-5%$97.7M$106.6M+$8.9M2026-10-21
True North Advisors, LLC
INCREASED319,401300,395+19,006+6%$86.9M$106.4M+$19.4M2026-10-22
Appleton Partners Inc
DECREASED317,190329,859-12,669-4%$95.4M$105.6M+$10.2M2026-10-30
VestGen Advisors, LLC
INCREASED317,115310,981+6,134+2%$90.0M$105.6M+$15.6M2026-10-27
Harbor Investment Advisory, LLC
DECREASED316,766317,765-9990%$91.9M$105.5M+$13.5M2026-10-13
International Assets Investment Management, LLC
DECREASED316,622333,195-16,573-5%$89.8M$104.6M+$14.8M2026-11-02
Mather Group, Llc.
INCREASED316,271248,625+67,646+27%$71.9M$105.3M+$33.4M2026-10-14
Obermeyer Wealth Partners
DECREASED315,242319,225-3,983-1%$92.4M$105.0M+$12.6M2026-10-21
Investment House LLC
DECREASED314,278511,759-197,481-39%$148.1M$104.7M-$43.4M2026-10-21
Soltis Investment Advisors LLC
INCREASED313,423254,423+59,000+23%$73.6M$104.4M+$30.8M2026-10-28
Carret Asset Management, LLC
DECREASED311,025314,999-3,974-1%$91.1M$103.6M+$12.4M2026-11-04
China Universal Asset Management Co., Ltd.
INCREASED309,419273,078+36,341+13%$79.0M$101.9M+$22.9M2026-10-28
Kanawha Capital Management LLC
DECREASED307,825309,855-2,030-1%$89.7M$102.5M+$12.9M2026-10-19
Argent Capital Management LLC
DECREASED306,456318,170-11,714-4%$92.1M$102.1M+$10.0M2026-10-05
Weatherly Asset Management L. P.
DECREASED306,142313,636-7,494-2%$90.8M$102.0M+$11.2M2026-10-20
Tctc Holdings, LLC
INCREASED305,881305,322+559+0%$88.3M$101.9M+$13.5M2026-11-02
Allen Investment Management, LLC
DECREASED305,068314,359-9,291-3%$91.0M$101.6M+$10.6M2026-11-03
JAG Capital Management, LLC
DECREASED303,435320,202-16,767-5%$92.7M$101.0M+$8.4M2026-11-06
Hoffman, Alan N Investment Management
DECREASED302,300307,561-5,261-2%$89.0M$100.7M+$11.7M2026-10-28
AGF Management LTD
DECREASED299,856316,863-17,007-5%$91.7M$99.9M+$8.2M2026-11-03
Certuity, LLC
DECREASED298,203299,721-1,518-1%$86.6M$99.4M+$12.8M2026-11-02
Burns J W & Co Inc
DECREASED297,912298,613-7010%$86.4M$99.2M+$12.8M2026-10-20
AM Investment Strategies LLC
INCREASED296,618295,154+1,464+1%$85.4M$98.8M+$13.4M2026-11-05
United Asset Strategies, Inc.
INCREASED294,803285,208+9,595+3%$82.5M$98.2M+$15.6M2026-10-28
SVB Wealth LLC
DECREASED294,090312,512-18,422-6%$90.4M$97.9M+$7.5M2026-11-06
Vestor Capital, LLC
INCREASED292,507557+291,950+52415%$188$49.3K+$49.1K2026-11-04
Frank, Rimerman Advisors LLC
INCREASED292,152288,141+4,011+1%$83.4M$97.3M+$13.9M2026-10-16
Zega Investments, LLC
DECREASED290,614324,998-34,384-11%$94.0M$96.8M+$2.7M2026-11-04
Cornerstone Wealth Group, LLC
INCREASED289,600287,341+2,259+1%$83.1M$96.4M+$13.3M2026-11-02
Ascent Group, LLC
DECREASED288,883289,109-2260%$83.7M$96.2M+$12.5M2026-10-30
Means Investment Co., Inc.
DECREASED288,441295,666-7,225-2%$85.6M$96.1M+$10.5M2026-11-03
Campbell Newman Asset Management Inc
INCREASED286,615286,001+614+0%$82.8M$95.4M+$12.7M2026-10-22
Penobscot Investment Management Company, Inc.
DECREASED285,184286,446-1,2620%$82.9M$95.0M+$12.1M2026-10-26
Axxcess Wealth Management, LLC
DECREASED284,341561,622-277,281-49%$159.0M$90.6M-$68.4M2026-10-21
Moody Lynn Lieberson & Walker, LLC
INCREASED283,600282,181+1,419+1%$81.7M$94.4M+$12.8M2026-10-14
Falcon Wealth Planning
INCREASED282,496280,453+2,043+1%$81.2M$94.1M+$12.9M2026-11-06
Fulton Breakefield Broenniman LLC
DECREASED282,306289,696-7,390-3%$83.8M$94.0M+$10.2M2026-11-03
Montag A & Associates Inc
DECREASED280,775290,641-9,866-3%$84.1M$93.5M+$9.4M2026-10-29
Narwhal Capital Management
DECREASED280,046280,237-1910%$81.1M$93.3M+$12.2M2026-11-04
BLB&B Advisors, LLC
DECREASED279,432285,131-5,699-2%$82.5M$93.1M+$10.6M2026-10-27
Chesley Taft & Associates LLC
DECREASED278,953284,343-5,390-2%$82.3M$92.9M+$10.6M2026-10-13
Aljian Capital Management, LLC
DECREASED277,428279,198-1,770-1%$80.8M$92.4M+$11.6M2026-10-28
BAR Harbor Wealth Management
DECREASED276,508278,846-2,338-1%$80.7M$92.1M+$11.4M2026-10-21
Aspiriant, LLC
DECREASED276,376278,110-1,734-1%$80.5M$92.0M+$11.6M2026-10-16
Ascentis Independent Advisors
INCREASED276,290643+275,647+42869%$186.1K$92.0M+$91.8M2026-11-03
CX Institutional
INCREASED276,065243,940+32,125+13%$70.6M$91.9K-$70.5M2026-10-02
First Nebraska Trust Co
DECREASED275,814279,302-3,488-1%$80.8M$91.8M+$11.0M2026-10-30
Sterling Capital Management LLC
DECREASED274,627318,905-44,278-14%$92.3M$91.5M-$822.1K2026-10-22
Oriental Harbor Investment Master Fund
NEW274,351—+274,351——$91.4M—2026-10-22
Baskin Financial Services Inc.
DECREASED273,520282,975-9,455-3%$81.9M$91.1M+$9.2M2026-10-19
MPS Loria Financial Planners, LLC
DECREASED272,901276,797-3,896-1%$80.1M$90.9M+$10.8M2026-10-14
Munich Reinsurance Co Stock Corp in Munich
DECREASED272,410285,352-12,942-5%$82.6M$90.7M+$8.1M2026-10-30
Sagespring Wealth Partners, LLC
INCREASED269,986249,904+20,082+8%$72.3M$89.9M+$17.6M2026-10-22
CFM Wealth Partners LLC
DECREASED269,665271,129-1,464-1%$78.5M$89.8M+$11.3M2026-11-05
Kimelman & Baird, LLC
DECREASED268,090276,417-8,327-3%$80.0M$89.3M+$9.3M2026-11-03
Shikiar Asset Management Inc
DECREASED267,959268,034-750%$77.6M$89.2M+$11.7M2026-10-20
Evanson Financial, LLC
DECREASED267,777269,895-2,118-1%$78.1M$89.2M+$11.1M2026-10-23
RFG Advisory, LLC
INCREASED267,446241,545+25,901+11%$69.9M$89.1M+$19.2M2026-11-03
LS Investment Advisors, LLC
DECREASED267,005271,738-4,733-2%$78.6M$88.9M+$10.3M2026-10-13
Cidel Asset Management Inc
DECREASED266,575280,800-14,225-5%$81.3M$88.8M+$7.5M2026-10-29
Klingman & Associates, LLC
INCREASED266,288263,977+2,311+1%$76.4M$88.7M+$12.3M2026-10-20
Simon Quick Advisors, LLC
INCREASED266,126265,628+498+0%$76.9M$88.6M+$11.8M2026-10-26
SeaCrest Wealth Management, LLC
DECREASED265,866275,264-9,398-3%$79.7M$88.5M+$8.9M2026-10-21
Private Capital Advisors, Inc.
DECREASED264,541265,024-4830%$76.7M$88.1M+$11.4M2026-10-06
ZWJ Investment Counsel Inc
INCREASED263,457261,571+1,886+1%$75.7M$87.7M+$12.0M2026-10-15
Washington Trust Advisors, Inc.
DECREASED261,414266,099-4,685-2%$77.0M$87.1M+$10.1M2026-10-22
Fragasso Financial Advisors Inc
INCREASED261,017259,888+1,129+0%$75.2M$87.9M+$12.7M2026-10-13
Waycross Partners, LLC
INCREASED260,910248,623+12,287+5%$71.9M$86.9M+$14.9M2026-11-03
General American Investors Co Inc
DECREASED260,705265,705-5,000-2%$76.9M$86.8M+$9.9M2026-11-02
Aviance Capital Partners, LLC
DECREASED258,175261,608-3,433-1%$75.7M$86.0M+$10.3M2026-10-29
Bath Savings Trust Co
DECREASED257,319265,924-8,605-3%$76.9M$85.7M+$8.7M2026-10-07
Mindset Wealth Management, LLC
DECREASED255,672256,358-6860%$74.2M$85.1M+$11.0M2026-10-19
First Horizon Corp
DECREASED254,270257,870-3,600-1%$74.6M$84.7M+$10.1M2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED253,651240,977+12,674+5%$69.7M$84.5M+$14.8M2026-10-15
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED253,080253,08000%$73.2M$84.3M+$11.0M2026-11-03
Lmcg Investments, LLC
DECREASED252,518259,466-6,948-3%$75.1M$84.1M+$9.0M2026-10-21
Courier Capital LLC
INCREASED252,062247,532+4,530+2%$71.6M$83.9M+$12.3M2026-10-19
Beaumont Financial Advisors, LLC
DECREASED252,033255,189-3,156-1%$73.8M$83.9M+$10.1M2026-10-22
Archon Partners LLC
UNCHANGED252,000252,00000%$72.9M$83.9M+$11.0M2026-10-26
Fulton Bank, N.A.
DECREASED251,974270,032-18,058-7%$78.1M$83.9M+$5.8M2026-10-14
Forum Financial Management, LP
DECREASED251,748255,361-3,613-1%$73.9M$83.8M+$9.9M2026-10-16
Krilogy Financial LLC
INCREASED250,081242,373+7,708+3%$70.1M$85.3M+$15.1M2026-10-13
GC Wealth Management RIA, LLC
INCREASED249,827244,096+5,731+2%$70.6M$83.2M+$12.6M2026-11-02
NBT Bank, N.A.
DECREASED249,682256,533-6,851-3%$74.2M$83.1M+$8.9M2026-10-21
Trust Co of Toledo NA
DECREASED249,534252,416-2,882-1%$73.0M$83.1M+$10.1M2026-10-16
Forbes J M & Co LLP
INCREASED249,453248,462+991+0%$71.9M$83.1M+$11.2M2026-10-16
Generate Investment Management Ltd
DECREASED249,063420,426-171,363-41%$121.7M$82.9M-$38.7M2026-10-14
Dillon & Associates Inc
DECREASED248,438251,126-2,688-1%$72.6M$82.7M+$10.2M2026-10-22
Caldwell Trust Co
DECREASED248,200248,637-4370%$71.9M$82.7M+$10.7M2026-10-30
Avity Investment Management Inc.
DECREASED248,138260,301-12,163-5%$75.3M$82.6M+$7.3M2026-10-09
Private Advisory Group LLC
DECREASED246,630281,765-35,135-12%$81.5M$82.1M+$601.1K2026-11-06
Cache Advisors, LLC
INCREASED246,617240,888+5,729+2%$69.7M$82.1M+$12.4M2026-10-16
Nixon Peabody Trust Co
INCREASED245,859240,516+5,343+2%$69.6M$81.9M+$12.3M2026-10-23
Wendell David Associates Inc
DECREASED245,454254,154-8,700-3%$73.5M$81.7M+$8.2M2026-10-27
Manchester Capital Management LLC
DECREASED244,427248,602-4,175-2%$71.9M$81.4M+$9.5M2026-10-22
Cardinal Point Capital Management ULC
DECREASED239,840241,074-1,234-1%$69.8M$79.9M+$10.1M2026-10-21
Empire Life Investments Inc.
INCREASED239,550233,546+6,004+3%$67.6M$79.8M+$12.2M2026-11-06
Jacobs & Co
INCREASED239,202234,066+5,136+2%$67.7M$79.7M+$11.9M2026-10-09
Greenwood Gearhart LLC
INCREASED238,813238,103+710+0%$68.9M$79.5M+$10.6M2026-11-02
Academy Capital Management
DECREASED238,727273,364-34,637-13%$79.1M$79.5M+$400.3K2026-11-05
Bender Robert & Associates
DECREASED238,711257,167-18,456-7%$74.4M$79.5M+$5.1M2026-10-21
North Star Investment Management Corp.
DECREASED237,762239,122-1,360-1%$69.2M$79.2M+$10.0M2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED233,767247,372-13,605-5%$71.6M$77.8M+$6.3M2026-10-13
Boston Common Asset Management, LLC
INCREASED233,653225,013+8,640+4%$65.1M$77.8M+$12.7M2026-10-13
JGP Wealth Management, LLC
INCREASED233,607232,818+789+0%$67.4M$77.8M+$10.4M2026-10-13
Marble Harbor Investment Counsel, LLC
DECREASED231,795236,068-4,273-2%$68.3M$77.2M+$8.9M2026-11-06
M Holdings Securities, Inc.
NEW230,683—+230,683——$77.8K—2026-11-03
Occidental Asset Management, LLC
INCREASED229,890183,367+46,523+25%$53.1M$76.6M+$23.5M2026-11-05
Nilsine Partners, LLC
INCREASED228,665228,660+50%$66.2M$76.1M+$10.0M2026-11-02
Integrated Advisors Network LLC
DECREASED227,264238,173-10,909-5%$68.9M$75.7M+$6.8M2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED226,440233,368-6,928-3%$67.5M$75.4M+$7.9M2026-10-16
Verdence Capital Advisors LLC
INCREASED226,251196,983+29,268+15%$57.0M$75.3M+$18.3M2026-10-26
KMG Fiduciary Partners, LLC
DECREASED226,143240,401-14,258-6%$69.6M$75.3M+$5.7M2026-10-14
SP Asset Management LLC
INCREASED224,034223,941+93+0%$64.8M$74.6M+$9.8M2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
INCREASED221,785221,397+388+0%$64.1M$73.9M+$9.8M2026-10-23
L. Roy Papp & Associates, LLP
DECREASED221,599226,042-4,443-2%$65.4M$73.8M+$8.4M2026-10-21
Pittenger & Anderson Inc
INCREASED220,630220,287+343+0%$63.7M$73.5M+$9.7M2026-11-02
Vision Capital Management, Inc.
DECREASED220,291223,377-3,086-1%$64.6M$73.4M+$8.7M2026-10-20
Kepler Cheuvreux (Suisse) SA
DECREASED218,421246,433-28,012-11%$71.3M$72.7M+$1.5M2026-10-20
Granite Investment Partners, LLC
INCREASED218,357218,008+349+0%$63.1M$72.7M+$9.6M2026-11-04
Philadelphia Trust Co
DECREASED218,326253,884-35,558-14%$73.5M$72.7M-$757.0K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED217,754198,490+19,264+10%$57.4M$72.5M+$15.1M2026-10-21
Washington Trust Bank
INCREASED217,181215,560+1,621+1%$62.4M$72.3M+$10.0M2026-11-03
Integrity Alliance, Llc.
DECREASED217,143223,482-6,339-3%$64.7M$72.3M+$7.6M2026-10-29
Simplicity Wealth,LLC
INCREASED216,914197,173+19,741+10%$57.1M$72.2M+$15.2M2026-10-23
Ledyard National Bank
DECREASED216,900224,937-8,037-4%$65.1M$72.2M+$7.1M2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED216,608197,613+18,995+10%$57.2M$72.1M+$15.0M2026-10-19
Telos Capital Management, Inc.
DECREASED215,952222,437-6,485-3%$64.4M$71.9M+$7.6M2026-11-02
Rossmore Private Capital
DECREASED215,249216,252-1,0030%$62.6M$71.7M+$9.1M2026-10-27
Mullaney, Keating & Wright, Inc.
DECREASED215,198215,292-940%$62.3M$71.7M+$9.4M2026-10-19
LEE Danner & Bass Inc
DECREASED214,249217,920-3,671-2%$63.1M$71.3M+$8.3M2026-10-27
Middleton & Co Inc
DECREASED214,116220,283-6,167-3%$63.7M$71.3M+$7.6M2026-10-23
Addenda Capital Inc.
DECREASED212,988220,303-7,315-3%$63.7M$70.9M+$7.2M2026-10-13
Norden Group LLC
INCREASED212,482207,791+4,691+2%$60.1M$70.8M+$10.6M2026-10-20
Aaron Wealth Advisors LLC
INCREASED210,604204,480+6,124+3%$59.2M$70.1M+$11.0M2026-10-13
American Assets Investment Management, LLC
UNCHANGED210,000210,00000%$60.8M$69.9M+$9.2M2026-10-30
Smith Group Asset Management, LLC
DECREASED209,668318,351-108,683-34%$92.1M$69.8M-$22.3M2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED209,570212,628-3,058-1%$61.5M$69.8M+$8.3M2026-10-27
Bdf-Gestion
DECREASED208,251255,679-47,428-19%$2.4M$69.4M+$66.9M2026-10-19
TBH Global Asset Management, LLC
DECREASED207,377207,948-5710%$60.2M$69.1M+$8.9M2026-11-03
Petredis Investment Advisors LLC
INCREASED206,003205,446+557+0%$59.4M$68.6M+$9.2M2026-10-20
Indivisible Partners
INCREASED205,765119,942+85,823+72%$34.7M$68.5M+$33.8M2026-10-26
EverSource Wealth Advisors, LLC
INCREASED203,719191,650+12,069+6%$55.5M$67.8M+$12.4M2026-11-04
Applied Finance Capital Management, LLC
DECREASED203,685225,701-22,016-10%$65.3M$67.8M+$2.5M2026-11-03
Nemes Rush Group LLC
DECREASED203,529204,066-5370%$59.0M$67.8M+$8.7M2026-11-04
Physicians Financial Services, Inc.
DECREASED202,862204,571-1,709-1%$59.2M$67.6M+$8.4M2026-11-04
Violich Capital Management, Inc.
DECREASED202,816209,756-6,940-3%$60.7M$67.5M+$6.8M2026-10-05
Cypress Capital Group
INCREASED201,333198,024+3,309+2%$57.3M$67.0M+$9.7M2026-11-03
Signal Advisors Wealth, LLC
INCREASED200,923185,414+15,509+8%$53.7M$66.9M+$13.3M2026-10-13
Accredited Investors Inc.
DECREASED200,522201,547-1,025-1%$58.3M$66.8M+$8.5M2026-11-03
CRA Financial Services, LLC
DECREASED200,348201,360-1,0120%$58.3M$66.7M+$8.5M2026-10-16
Confluence Wealth Services, Inc.
DECREASED198,958253,919-54,961-22%$73.5M$66.3M-$7.2M2026-11-05
Parkside Financial Bank & Trust
DECREASED196,241198,428-2,187-1%$57.4M$65.4M+$7.9M2026-10-27
CoreCap Advisors, LLC
INCREASED195,521190,168+5,353+3%$55.0M$65.1M+$10.1M2026-10-08
Procyon Advisors, LLC
INCREASED195,131194,472+659+0%$56.3M$65.0M+$8.7M2026-10-21
Perryman Financial Advisory Inc
DECREASED195,107196,075-9680%$56.7M$65.0M+$8.2M2026-10-16
LaFleur & Godfrey LLC
DECREASED195,091202,608-7,517-4%$58.6M$65.0M+$6.3M2026-10-27
MSH Capital Advisors LLC
INCREASED194,258182,676+11,582+6%$52.9M$64.7M+$11.8M2026-11-03
Schaper Benz & Wise Investment Counsel Inc
DECREASED194,155196,680-2,525-1%$56.9M$64.7M+$7.7M2026-10-09
Flagship Harbor Advisors, LLC
DECREASED192,909193,408-4990%$56.0M$64.2M+$8.3M2026-10-26
Simplex Trading, LLC
DECREASED192,718259,549-66,831-26%$75.1M$64.2M-$10.9M2026-11-04
Elyxium Wealth, LLC
DECREASED192,619192,632-130%$55.7M$64.1M+$8.4M2026-10-27
Blue Fin Capital, Inc.
INCREASED192,331192,280+51+0%$55.6M$64.1M+$8.4M2026-10-28
First Merchants Corp
DECREASED191,215196,715-5,500-3%$56.9M$63.7M+$6.8M2026-10-15
Fiduciary Financial Group, LLC
DECREASED191,210193,182-1,972-1%$55.9M$63.7M+$7.8M2026-10-13
ARS Wealth Advisors Group, LLC
INCREASED191,071179,048+12,023+7%$51.8M$63.6M+$11.8M2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED188,216210,920-22,704-11%$61.0M$62.7M+$1.6M2026-10-08
Angeles Wealth Management, LLC
DECREASED187,728193,597-5,869-3%$56.0M$62.5M+$6.5M2026-10-26
Harold Davidson & Associates Inc.
DECREASED186,236187,937-1,701-1%$54.4M$62.0M+$7.6M2026-10-29
J.P. Marvel Investment Advisors, LLC
INCREASED185,901185,779+122+0%$53.8M$61.9M+$8.2M2026-11-02
Lyell Wealth Management, LP
INCREASED185,824185,015+809+0%$53.5M$61.9M+$8.3M2026-10-30
Gryphon Financial Partners LLC
INCREASED185,633183,893+1,740+1%$53.2M$61.8M+$8.6M2026-11-04
Affinity Capital Advisors, LLC
DECREASED185,302193,775-8,473-4%$60.6M$62.4M+$1.8M2026-10-13
Columbia Asset Management
DECREASED184,879189,981-5,102-3%$55.0M$61.6M+$6.6M2026-10-19
Nations Financial Group Inc,
INCREASED183,594177,677+5,917+3%$51.4M$61.1M+$9.7M2026-11-05
Valley Wealth Managers, Inc.
DECREASED182,489184,501-2,012-1%$53.4M$60.8M+$7.4M2026-10-09
Equitable Trust Co
DECREASED181,956183,994-2,038-1%$53.2M$60.6M+$7.4M2026-10-13
Harbour Trust & Investment Management Co
DECREASED181,704189,723-8,019-4%$54.9M$60.5M+$5.6M2026-10-28
Cullen Investment Group, Ltd.
DECREASED181,576185,063-3,487-2%$53.5M$61.9M+$8.4M2026-10-13
Vantage Investment Partners, LLC
DECREASED181,512188,100-6,588-3%$54.4M$60.4M+$6.0M2026-10-27
Naples Global Advisors, LLC
DECREASED181,228185,077-3,849-2%$53.6M$60.4M+$6.8M2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED180,791185,945-5,154-3%$53.8M$60.2M+$6.4M2026-10-13
Corda Investment Management, Llc.
DECREASED180,776186,531-5,755-3%$54.0M$60.2M+$6.2M2026-10-22
Legacy Private Trust Co.
DECREASED179,317182,762-3,445-2%$52.9M$59.7M+$6.8M2026-10-06
American National Bank & Trust
DECREASED179,062189,245-10,183-5%$54.8M$59.6M+$4.9M2026-10-07
Solidarity Wealth, LLC
DECREASED178,701190,482-11,781-6%$55.1M$59.5M+$4.4M2026-10-15
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED178,487200,705-22,218-11%$58.1M$59.4M+$1.4M2026-11-03
Coastline Trust Co
DECREASED177,940188,231-10,291-5%$54.5M$59.3M+$4.8M2026-10-01
Woodmont Investment Counsel LLC
INCREASED176,794171,570+5,224+3%$49.6M$58.9M+$9.2M2026-10-29
Avestar Capital, LLC
DECREASED176,420318,945-142,525-45%$92.3M$58.8M-$33.5M2026-10-28
Synergy Asset Management, LLC
INCREASED175,559134,749+40,810+30%$39.0M$58.5M+$19.5M2026-11-05
Culbertson A N & Co Inc
DECREASED175,047178,001-2,954-2%$51.5M$58.3M+$6.8M2026-10-21
Arthur M. Cohen & Associates, LLC
DECREASED174,774176,522-1,748-1%$51.1M$58.2M+$7.1M2026-10-26
Kintegral Advisory, LLC
INCREASED174,473173,487+986+1%$50.2M$58.1M+$7.9M2026-10-16
Facet Wealth, Inc.
INCREASED173,681151,666+22,015+15%$43.9M$57.8M+$14.0M2026-11-04
Avior Wealth Management, LLC
DECREASED172,608181,537-8,929-5%$52.5M$57.4M+$4.9M2026-10-13
Tompkins Financial Corp
DECREASED172,419176,958-4,539-3%$51.2M$57.4M+$6.2M2026-10-05
Penn Davis Mcfarland Inc
DECREASED172,408175,501-3,093-2%$50.8M$57.4M+$6.6M2026-10-23
Winthrop Advisory Group LLC
INCREASED171,711153,589+18,122+12%$44.4M$57.2M+$12.7M2026-10-22
DDD Partners, LLC
INCREASED171,454166,144+5,310+3%$48.1M$57.1M+$9.0M2026-11-02
Fagan Associates, Inc.
DECREASED171,305171,637-3320%$49.7M$57.0M+$7.4M2026-10-13
Guinness Asset Management LTD
INCREASED170,820170,670+150+0%$48.4M$56.9M+$8.5M2026-11-05
Palisade Asset Management, LLC
DECREASED170,736185,609-14,873-8%$53.7M$56.9M+$3.2M2026-11-03
Hendershot Investments Inc.
DECREASED170,036174,782-4,746-3%$50.6M$56.6M+$6.1M2026-11-05
Meiji Yasuda America Inc
INCREASED169,668136,631+33,037+24%$39.5M$56.5M+$17.0M2026-10-22
DSG Capital Advisors, LLC
DECREASED169,481173,611-4,130-2%$54.7M$56.4M+$1.8M2026-11-05
Koshinski Asset Management, Inc.
INCREASED168,399167,128+1,271+1%$48.5M$56.0M+$7.5M2026-10-29
Ascent Wealth Partners, LLC
INCREASED167,966165,586+2,380+1%$47.9M$55.9M+$8.0M2026-10-23
Leonteq Securities AG
INCREASED167,467148,757+18,710+13%$43.0M$55.8M+$12.7M2026-10-29
Moneco Advisors, LLC
INCREASED166,919165,022+1,897+1%$47.8M$55.6M+$7.8M2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED165,807167,862-2,055-1%$48.6M$55.2M+$6.6M2026-10-19
GAM Holding AG
DECREASED165,763176,077-10,314-6%$50.9M$55.2M+$4.3M2026-11-03
Grove Bank & Trust
DECREASED165,507165,787-2800%$48.0M$55.1M+$7.1M2026-10-08
Aire Advisors, LLC
DECREASED165,230168,724-3,494-2%$48.8M$55.0M+$6.2M2026-10-22
Woodstock Corp
DECREASED165,126165,921-7950%$48.0M$55.0M+$7.0M2026-10-13
Foster Dykema Cabot & Partners, LLC
INCREASED164,54093,009+71,531+77%$26.9M$54.8M+$27.9M2026-10-30
Everhart Financial Group, Inc.
DECREASED164,127197,086-32,959-17%$57.0M$54.7M-$2.4M2026-10-08
S-Bank Fund Management Ltd
DECREASED164,089173,567-9,478-5%$50.2M$54.6M+$4.4M2026-11-06
Baker Chad R
UNCHANGED163,883163,88300%$47.4M$54.6M+$7.2M2026-10-22
Formidable Asset Management, LLC
DECREASED163,830178,292-14,462-8%$45.2M$47.4M+$2.2M2026-11-03
Strategic Advisors LLC
DECREASED163,593167,122-3,529-2%$48.4M$54.5M+$6.1M2026-10-13
Edge Wealth Management LLC
DECREASED163,487165,348-1,861-1%$47.8M$55.0M+$7.2M2026-10-13
Masterinvest Kapitalanlage GmbH
DECREASED163,325166,969-3,644-2%$48.3M$54.4M+$6.1M2026-11-03
Capital Asset Advisory Services LLC
DECREASED163,228182,441-19,213-11%$52.8M$56.8M+$4.0M2026-10-30
Trust Asset Management LLC
DECREASED163,017163,144-1270%$47.2M$54.3M+$7.1M2026-11-03
Advisor OS, LLC
DECREASED162,870164,263-1,393-1%$47.5M$54.2M+$6.7M2026-11-03
Thompson Siegel & Walmsley LLC
DECREASED162,802164,449-1,647-1%$47.6M$54.2M+$6.6M2026-11-05
Cypress Wealth Services, LLC
INCREASED162,786162,581+205+0%$47.0M$54.3M+$7.3M2026-10-21
Alps Advisors Inc
DECREASED162,302183,383-21,081-11%$53.1M$54.0M+$986.1K2026-11-03
Barr E S & Co
DECREASED162,163164,751-2,588-2%$47.7M$54.0M+$6.3M2026-11-06
Fiduciary Alliance LLC
DECREASED161,958174,201-12,243-7%$50.4M$53.9M+$3.5M2026-10-13
RMR Wealth Builders
INCREASED161,937158,266+3,671+2%$45.8M$53.9M+$8.1M2026-10-22
Csenge Advisory Group
DECREASED160,797162,699-1,902-1%$47.1M$53.5M+$6.5M2026-11-04
Premier Path Wealth Partners, LLC
INCREASED159,472156,948+2,524+2%$45.4M$53.1M+$7.7M2026-10-16
Cove Private Wealth, LLC
INCREASED158,713155,632+3,081+2%$45.0M$52.9M+$7.8M2026-10-28
Provenance Wealth Advisors, LLC
INCREASED158,35440,172+118,182+294%$11.6M$52.7M+$41.1M2026-10-30
GHP Investment Advisors, Inc.
DECREASED157,708162,262-4,554-3%$47.0M$52.5M+$5.6M2026-10-15
Plimoth Trust Co LLC
INCREASED157,452107,732+49,720+46%$31.2M$52.4M+$21.3M2026-10-26
TD Private Client Wealth LLC
DECREASED157,258168,450-11,192-7%$48.7M$52.4M+$3.6M2026-10-28
Zullo Investment Group, Inc.
DECREASED156,966157,905-939-1%$45.7M$52.3M+$6.6M2026-10-20
Knuff & Co LLC
DECREASED156,962161,771-4,809-3%$46.8M$52.3M+$5.5M2026-11-06
Oakworth Capital, Inc.
INCREASED156,726154,156+2,570+2%$44.8M$52.2M+$7.4M2026-10-26
Tamar Securities, LLC
DECREASED156,698166,009-9,311-6%$48.0M$52.2M+$4.1M2026-11-03
Douglas Lane & Associates, LLC
DECREASED156,671165,274-8,603-5%$47.8M$52.2M+$4.4M2026-10-09
BetterWealth, LLC
DECREASED156,307164,003-7,696-5%$47.5M$52.1M+$4.6M2026-10-15
Bochk Asset Management Ltd
INCREASED156,175131,950+24,225+18%$38.2M$52.0M+$13.8M2026-10-29
Miller Wealth Advisors, LLC
DECREASED156,064157,683-1,619-1%$45.6M$52.0M+$6.3M2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED155,995159,199-3,204-2%$46.1M$51.9M+$5.9M2026-10-16
Cooper Financial Group
DECREASED155,949162,755-6,806-4%$47.1M$51.9M+$4.8M2026-10-07
Westchester Capital Management, Inc.
INCREASED155,123152,601+2,522+2%$44.2M$51.7M+$7.5M2026-10-23
Kathmere Capital Management, LLC
INCREASED154,837143,565+11,272+8%$41.5M$51.6M+$10.0M2026-10-20
Lake Street Private Wealth, LLC
DECREASED154,672154,772-1000%$44.8M$51.5M+$6.7M2026-10-22
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED154,243153,765+478+0%$44.5M$51.4M+$6.9M2026-10-13
Griffin Asset Management, Inc.
DECREASED154,015167,677-13,662-8%$48.5M$51.3M+$2.8M2026-10-22
PKO Investment Management Joint-Stock Co
DECREASED154,000170,000-16,000-9%$49.2M$51.3M+$2.1M2026-10-19
Segment Wealth Management, LLC
INCREASED153,816152,914+902+1%$44.2M$51.2M+$7.0M2026-10-26
Kavar Capital Partners Group, LLC
INCREASED153,692151,324+2,368+2%$43.8M$51.2M+$7.4M2026-11-06
Parcion Private Wealth LLC
INCREASED153,628152,759+869+1%$44.2M$51.2M+$7.0M2026-10-28
Goelzer Investment Management, Inc.
DECREASED153,617154,703-1,086-1%$44.8M$51.2M+$6.4M2026-10-16
Earned Wealth Advisors, LLC
INCREASED153,557146,799+6,758+5%$42.5M$51.1M+$8.7M2026-11-06
Benin Management Corp
DECREASED152,511153,416-905-1%$44.4M$50.8M+$6.4M2026-10-22
Foster Group, Inc.
INCREASED152,265151,508+757+1%$43.8M$50.7M+$6.9M2026-10-13
Citizens National Bank Trust Department
DECREASED152,178152,183-50%$44.0M$50.7M+$6.6M2026-11-04
Fideuram Asset Management (Ireland) dac
DECREASED152,064199,547-47,483-24%$57.7M$49.7M-$8.1M2026-10-29
Riversedge Advisors, LLC
DECREASED151,913153,766-1,853-1%$44.5M$50.6M+$6.1M2026-10-09
Chicago Trust Co NA
INCREASED151,620118,963+32,657+27%$34.4M$50.5M+$16.1M2026-10-28
Payden & Rygel
INCREASED151,510138,310+13,200+10%$40.0M$50.5M+$10.4M2026-10-28
Blue Trust, Inc.
INCREASED151,501151,098+403+0%$43.7M$50.5M+$6.7M2026-10-15
Terril Brothers, Inc.
DECREASED151,066151,666-6000%$43.9M$50.3M+$6.4M2026-11-06
Matrix Asset Advisors Inc
DECREASED150,926152,173-1,247-1%$44.0M$50.3M+$6.2M2026-10-13
Northstar Asset Management Co
DECREASED150,789153,794-3,005-2%$51.2M$51.9M+$653.4K2026-10-22
Staley Capital Advisers Inc
INCREASED149,858148,861+997+1%$43.1M$49.9M+$6.8M2026-11-06
Godsey & Gibb, Inc
DECREASED149,682151,701-2,019-1%$43.9M$49.8M+$6.0M2026-10-14
Platform Technology Partners
DECREASED149,399150,937-1,538-1%$43.7M$49.8M+$6.1M2026-11-02
Sawgrass Asset Management LLC
DECREASED148,639149,990-1,351-1%$43.4M$49.5M+$6.1M2026-11-03
Bennett Selby Investments LP
DECREASED148,076150,285-2,209-1%$43.5M$49.3M+$5.8M2026-10-19
Belvedere Trading LLC
INCREASED147,57794,232+53,345+57%$27.3M$49.1M+$21.9M2026-11-05
Traphagen Investment Advisors LLC
DECREASED147,517159,148-11,631-7%$46.1M$49.1M+$3.1M2026-10-14
Schmidt P J Investment Management Inc
DECREASED146,818148,983-2,165-1%$43.1M$48.9M+$5.8M2026-11-02
Lazari Capital Management, Inc.
DECREASED146,480149,017-2,537-2%$43.1M$48.8M+$5.7M2026-10-20
Journey Advisory Group, LLC
INCREASED146,426146,313+113+0%$42.3M$48.8M+$6.4M2026-11-04
TradeWell Securities, Llc.
DECREASED146,206150,071-3,865-3%$43.4M$48.7M+$5.3M2026-10-21
Accurate Wealth Management, LLC
INCREASED146,157132,815+13,342+10%$41.9M$49.9M+$8.0M2026-10-20
Waters Parkerson & Co., LLC
DECREASED145,920147,813-1,893-1%$42.8M$48.6M+$5.8M2026-11-04
WP Advisors, LLC
DECREASED145,745147,791-2,046-1%$42.8M$48.5M+$5.8M2026-10-22
West Branch Capital LLC
DECREASED145,702148,498-2,796-2%$43.0M$48.5M+$5.6M2026-10-20
Progressive Investment Management Corp
DECREASED145,567146,728-1,161-1%$42.5M$48.5M+$6.0M2026-10-26
Legacy Advisors, LLC
DECREASED145,461149,777-4,316-3%$43.3M$48.4M+$5.1M2026-10-19
Embree Financial Group
INCREASED144,680140,896+3,784+3%$40.8M$48.2M+$7.4M2026-10-22
Saybrook Capital
DECREASED144,484146,539-2,055-1%$42.4M$48.1M+$5.7M2026-10-27
Ramsay, Stattman, Vela & Price, Inc.
DECREASED144,387149,094-4,707-3%$43.1M$48.1M+$4.9M2026-10-19
Hunter Associates Investment Management LLC
DECREASED143,787144,253-4660%$41.7M$47.9M+$6.2M2026-10-26
Postrock Partners LLC
DECREASED143,584143,624-400%$41.6M$47.8M+$6.3M2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED143,324175,697-32,373-18%$50.8M$47.7M-$3.1M2026-10-14
PFG Advisors
DECREASED143,318148,464-5,146-3%$43.0M$47.7M+$4.8M2026-10-16
Peachtree Investment Partners, LLC
INCREASED143,204142,280+924+1%$41.2M$47.7M+$6.5M2026-11-05
LSV Asset Management
INCREASED143,120103,714+39,406+38%$30.0M$47.7M+$17.7M2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED142,248142,129+119+0%$41.1M$47.4M+$6.2M2026-10-14
Wealth Architects, LLC
DECREASED141,455153,166-11,711-8%$44.3M$47.1M+$2.8M2026-11-03
Globalt Investments LLC / GA
INCREASED141,409125,597+15,812+13%$36.3M$47.1M+$10.7M2026-10-27
Avantax Planning Partners, Inc.
DECREASED141,394146,753-5,359-4%$42.5M$47.1M+$4.6M2026-11-03
One Way Holdings LLC
INCREASED141,342134,781+6,561+5%$39.0M$47.1M+$8.1M2026-10-29
Y-Intercept (Hong Kong) Ltd
DECREASED141,205173,481-32,276-19%$50.2M$47.0M-$3.2M2026-10-16
Pennsylvania Capital Management Inc
INCREASED140,122140,052+70+0%$40.5M$46.7M+$6.1M2026-11-05
Mengis Capital Management, Inc.
DECREASED139,986141,611-1,625-1%$41.0M$46.6M+$5.6M2026-10-13
Augustine Asset Management Inc
INCREASED139,912138,177+1,735+1%$40.0M$46.6M+$6.6M2026-10-13
Magnus Financial Group LLC
INCREASED139,696137,634+2,062+2%$39.8M$46.5M+$6.7M2026-10-21
Greatmark Investment Partners, Inc.
DECREASED139,353139,961-6080%$40.5M$46.4M+$5.9M2026-10-28
Leisure Capital Management
DECREASED139,251143,042-3,791-3%$41.4M$46.4M+$5.0M2026-11-03
Cabot Wealth Management Inc
DECREASED139,074142,794-3,720-3%$41.3M$46.3M+$5.0M2026-11-05
Private Trust Co NA
INCREASED138,980137,963+1,017+1%$39.9M$46.3M+$6.4M2026-10-20
Sage Capital Advisors,llc
DECREASED138,682142,681-3,999-3%$41.3M$46.2M+$4.9M2026-10-13
Lodestar Private Asset Management LLC
DECREASED138,643141,047-2,404-2%$40.8M$46.2M+$5.4M2026-10-26
Abner Herrman & Brock LLC
INCREASED138,474137,832+642+0%$39.9M$46.1M+$6.2M2026-10-20
AdvisorNet Financial, Inc
INCREASED138,328130,323+8,005+6%$37.7M$47.4M+$9.7M2026-10-15
PDS Planning, Inc
INCREASED137,261136,287+974+1%$39.4M$45.7M+$6.3M2026-11-03
Money Concepts Capital Corp
DECREASED137,162138,265-1,103-1%$40.0M$45.7M+$5.7M2026-11-06
Martin Capital Advisors, LLP
DECREASED136,538136,849-3110%$39.6M$45.5M+$5.9M2026-10-15
LVW Advisors, LLC
DECREASED135,963139,990-4,027-3%$40.5M$45.3M+$4.8M2026-10-19
Cigna Investments Inc
DECREASED135,623137,044-1,421-1%$39.7M$45.2M+$5.5M2026-10-19
Suncoast Equity Management
DECREASED135,535139,049-3,514-3%$40.2M$45.1M+$4.9M2026-11-03
RVW Wealth, LLC
INCREASED135,425132,157+3,268+2%$38.2M$45.1M+$6.9M2026-10-06
Semus Wealth Partners LLC
INCREASED135,380135,255+125+0%$39.1M$45.1M+$5.9M2026-10-22
Stonebridge Financial Group, LLC
INCREASED135,237134,402+835+1%$38.9M$45.0M+$6.1M2026-10-01
Catalyst Financial Partners LLC
INCREASED135,088129,671+5,417+4%$37.5M$45.0M+$7.5M2026-11-06
Rockline Wealth Management, LLC
DECREASED134,442134,864-4220%$39.0M$44.8M+$5.7M2026-10-26
Azzad Asset Management Inc
DECREASED134,400141,319-6,919-5%$40.9M$44.8M+$3.9M2026-11-04
Brick & Kyle, Associates
INCREASED134,300130,619+3,681+3%$33.1M$44.7M+$11.6M2026-11-05
WealthPLAN Partners, LLC
DECREASED134,222137,249-3,027-2%$39.7M$44.7M+$5.0M2026-10-15
Missouri Trust & Investment Co
DECREASED133,653134,565-912-1%$41.6M$44.5M+$2.9M2026-11-04
Root Financial Partners, LLC
INCREASED133,250126,099+7,151+6%$36.5M$44.4M+$7.9M2026-10-21
Regatta Capital Group, LLC
INCREASED133,117132,482+635+0%$38.3M$44.3M+$6.0M2026-10-23
Shepherd Financial Partners LLC
INCREASED132,285131,046+1,239+1%$37.9M$44.1M+$6.1M2026-11-03
Princeton Capital Management LLC
INCREASED132,165132,060+105+0%$38.2M$44.0M+$5.8M2026-10-27
Greenwood Capital Associates LLC
DECREASED132,050139,989-7,939-6%$40.5M$44.0M+$3.5M2026-10-27
Clarity Wealth Advisors, LLC
DECREASED131,652133,752-2,100-2%$38.7M$43.8M+$5.1M2026-10-21
StoneX Group Inc.
DECREASED131,628142,737-11,109-8%$41.3M$43.8M+$2.5M2026-11-03
Strategic Planning Group, LLC
DECREASED130,525140,696-10,171-7%$40.7M$43.5M+$2.8M2026-10-22
Steele Capital Management, Inc.
DECREASED129,994132,054-2,060-2%$38.2M$43.3M+$5.1M2026-11-02
Ironwood Financial, llc
DECREASED129,866135,616-5,750-4%$43.0M$43.2M+$215.7K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED129,656129,139+517+0%$37.4M$43.2M+$5.8M2026-10-30
JB Capital LLC
DECREASED129,609134,089-4,480-3%$38.8M$43.2M+$4.4M2026-10-19
Bensler, LLC
DECREASED129,465134,832-5,367-4%$39.0M$43.1M+$4.1M2026-11-05
Mechanics Bank Trust Department
DECREASED129,234131,046-1,812-1%$37.9M$43.0M+$5.1M2026-10-13
San Luis Wealth Advisors LLC
INCREASED128,813127,968+845+1%$37.0M$42.9M+$5.9M2026-10-27
Sterling Investment Advisors, Ltd.
DECREASED128,325130,967-2,642-2%$37.9M$42.7M+$4.8M2026-10-27
Laurel Wealth Advisors LLC
DECREASED127,592129,713-2,121-2%$37.5M$42.5M+$5.0M2026-10-27
Lanark Financial, Inc.
DECREASED127,575137,129-9,554-7%$39.7M$42.5M+$2.8M2026-10-26
Wallington Asset Management, LLC
DECREASED127,479127,779-3000%$37.0M$42.5M+$5.5M2026-11-04
WestEnd Advisors, LLC
DECREASED127,332168,345-41,013-24%$48.7M$42.4M-$6.3M2026-10-27
Atwood & Palmer Inc
DECREASED126,960127,072-1120%$36.8M$42.3M+$5.5M2026-10-08
Smithbridge Asset Management Inc
INCREASED126,419125,188+1,231+1%$36.2M$42.1M+$5.9M2026-10-19
Valley National Advisers Inc
INCREASED125,724125,576+148+0%$36.3M$41.9M+$5.5M2026-10-23
BIP Wealth, LLC
INCREASED125,602121,031+4,571+4%$35.0M$41.8M+$6.8M2026-10-22
Parthenon LLC
DECREASED125,595127,020-1,425-1%$36.8M$41.8M+$5.1M2026-10-22
Ninety One SA (PTY) Ltd
DECREASED125,440125,672-2320%$36.2M$42.1M+$5.8M2026-10-15
Bison Wealth, LLC
INCREASED125,288114,143+11,145+10%$35.7M$42.7M+$7.0M2026-10-13
Mirador Capital Partners LP
INCREASED125,280123,799+1,481+1%$35.8M$41.7M+$5.9M2026-10-09
Jackson Square Capital, LLC
INCREASED125,045115,767+9,278+8%$33.5M$41.6M+$8.1M2026-10-19
Plancorp, LLC
INCREASED124,667113,711+10,956+10%$36.1M$43.0M+$6.9M2026-11-03
Genus Capital Management Inc.
INCREASED124,49380,184+44,309+55%$23.2M$41.5M+$18.3M2026-11-04
Patton Albertson Miller Group, LLC
DECREASED124,354133,484-9,130-7%$38.6M$41.4M+$2.8M2026-10-26
Trifecta Capital Advisors, LLC
INCREASED124,350122,859+1,491+1%$35.6M$41.4M+$5.9M2026-10-21
TritonPoint Partners, LLC
DECREASED123,990351,422-227,432-65%$101.7M$41.3M-$60.4M2026-11-05
Chickasaw Capital Management LLC
DECREASED123,810127,261-3,451-3%$36.8M$41.2M+$4.4M2026-10-08
First Financial Bank - Trust Division
INCREASED123,653122,587+1,066+1%$35.5M$41.2M+$5.7M2026-10-01
Summit Global Investments
INCREASED123,21681,878+41,338+50%$23.7M$41.0M+$17.3M2026-10-28
Oak Harvest Investment Services
DECREASED122,902135,836-12,934-10%$39.3M$40.9M+$1.6M2026-10-20
Oak Asset Management, LLC
DECREASED122,868125,189-2,321-2%$36.2M$40.9M+$4.7M2026-10-13
Quantum Financial Advisors, LLC
INCREASED122,709119,335+3,374+3%$34.5M$40.9M+$6.3M2026-11-03
JLB & Associates Inc
DECREASED121,749123,528-1,779-1%$35.7M$35.2M-$514.8K2026-10-27
Marietta Wealth Management, LLC
DECREASED121,737122,884-1,147-1%$35.6M$41.8M+$6.2M2026-10-22
Fulcrum Asset Management LLP
INCREASED121,459117,131+4,328+4%$33.0M$40.0M+$7.0M2026-11-04
Southland Equity Partners LLC
INCREASED121,344120,820+524+0%$35.0M$40.4M+$5.4M2026-10-14
Draper Asset Management, LLC
DECREASED121,157123,157-2,000-2%$35.6M$40.3M+$4.7M2026-10-09
Asset One Wealth Management LLC
INCREASED120,940103,362+17,578+17%$33.9M$40.3M+$6.4M2026-11-02
Verity & Verity, LLC
DECREASED120,728122,773-2,045-2%$35.5M$40.2M+$4.7M2026-10-23
Perennial Advisors, LLC
DECREASED120,246121,530-1,284-1%$35.2M$40.0M+$4.9M2026-10-13
Lockheed Martin Investment Management Co
DECREASED120,210530,060-409,850-77%$153.4M$40.0M-$113.3M2026-11-04
Integrated Financial Solutions, Inc.
DECREASED120,009120,673-664-1%$34.9M$40.0M+$5.0M2026-10-09
RKL Wealth Management LLC
INCREASED119,769119,147+622+1%$34.5M$39.9M+$5.4M2026-10-16
DE Burlo Group Inc
DECREASED119,684124,085-4,401-4%$35.9M$39.9M+$4.0M2026-11-05
Barlow Wealth Partners, LLC
INCREASED119,530117,646+1,884+2%$36.9M$39.9M+$3.0M2026-10-15
Foster Victor Wealth Advisors, LLC
INCREASED119,507111,885+7,622+7%$35.2M$41.0M+$5.8M2026-10-21
Clark Asset Management, LLC
INCREASED119,476118,130+1,346+1%$34.2M$39.8M+$5.6M2026-10-19
Old Mission Investment Co LLC
DECREASED119,061121,484-2,423-2%$35.2M$39.6M+$4.5M2026-10-22
Brandywine OAK Private Wealth LLC
INCREASED118,811118,752+59+0%$34.4M$39.6M+$5.2M2026-10-23
Pioneer Trust Bank N A
DECREASED118,770120,253-1,483-1%$34.8M$39.6M+$4.8M2026-11-06
Bourne Lent Asset Management Inc
DECREASED118,692120,823-2,131-2%$35.0M$39.5M+$4.6M2026-11-05
Jacobi Capital Management LLC
INCREASED118,072111,297+6,775+6%$32.2M$39.3M+$7.1M2026-11-05
Resonant Capital Advisors, LLC
INCREASED118,043111,880+6,163+6%$32.4M$39.3M+$6.9M2026-10-15
Allen Mooney & Barnes Investment Advisors LLC
DECREASED117,671119,343-1,672-1%$34.5M$39.2M+$4.7M2026-10-08
McKinley Carter Wealth Services, Inc.
DECREASED117,407120,271-2,864-2%$34.8M$39.1M+$4.3M2026-10-16
Werba Rubin Papier Wealth Management
INCREASED117,337117,297+40+0%$33.9M$39.1M+$5.1M2026-11-06
James J. Burns & Company, LLC
DECREASED117,109117,508-3990%$34.0M$39.0M+$5.0M2026-10-22
Diversified Enterprises, LLC
INCREASED117,045108,809+8,236+8%$31.5M$39.0M+$7.5M2026-10-19
Creative Financial Designs Inc
DECREASED116,856123,645-6,789-5%$35.8M$38.9M+$3.1M2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED116,699123,702-7,003-6%$35.8M$38.9M+$3.1M2026-10-20
Sigma Investment Counselors Inc
INCREASED116,239100,323+15,916+16%$29.0M$38.7M+$9.7M2026-10-27
MCF Advisors LLC
DECREASED116,212119,467-3,255-3%$34.6M$38.7M+$4.1M2026-10-28
TCI Wealth Advisors, Inc.
DECREASED116,200123,283-7,083-6%$35.7M$38.7M+$3.0M2026-10-30
McGuire Investment Group, LLC
INCREASED115,666115,570+96+0%$33.4M$38.5M+$5.1M2026-10-23
Fischer Financial Services, Inc.
DECREASED115,574116,876-1,302-1%$33.8M$38.5M+$4.7M2026-10-30
Bellecapital International Ltd.
INCREASED115,332114,638+694+1%$33.2M$38.4M+$5.2M2026-10-21
Golden State Wealth Management, LLC
DECREASED115,009120,182-5,173-4%$34.8M$38.3M+$3.5M2026-11-02
Westover Capital Advisors, LLC
INCREASED114,760114,637+123+0%$33.2M$38.2M+$5.0M2026-10-26
Linscomb Wealth, Inc.
INCREASED114,513114,461+52+0%$33.1M$38.1M+$5.0M2026-11-05
Strategic Blueprint, LLC
INCREASED114,470114,143+327+0%$33.0M$38.1M+$5.1M2026-10-22
Focused Wealth Management, Inc
DECREASED114,313114,902-589-1%$33.2M$38.1M+$4.8M2026-10-30
NTV Asset Management LLC
INCREASED114,223113,774+449+0%$32.9M$38.0M+$5.1M2026-10-23
Parr Mcknight Wealth Management Group, LLC
DECREASED113,960121,028-7,068-6%$35.0M$38.0M+$2.9M2026-10-30
XML Financial, LLC
DECREASED113,884115,961-2,077-2%$33.6M$37.9M+$4.4M2026-10-29
Farmers & Merchants Trust Co of Long Beach
INCREASED113,757113,122+635+1%$32.7M$37.9M+$5.2M2026-10-22
Allen Capital Group, LLC
DECREASED113,659113,847-1880%$32.9M$37.9M+$4.9M2026-10-27
Security National Bank
INCREASED113,554111,008+2,546+2%$32.1M$37.8M+$5.7M2026-10-26
Summit Wealth Group LLC / Co
INCREASED113,29997,815+15,484+16%$28.3M$37.7M+$9.4M2026-10-29
Connecticut Wealth Management, LLC
INCREASED113,294111,984+1,310+1%$32.4M$37.7M+$5.3M2026-10-13
Wealth Enhancement Trust Services, Inc.
INCREASED113,125106,634+6,491+6%$30.9M$37.7M+$6.8M2026-10-07
New Hampshire Trust
DECREASED112,996114,427-1,431-1%$33.1M$37.6M+$4.5M2026-10-20
Sander Capital Advisors Inc
DECREASED112,620113,481-861-1%$32.8M$37.5M+$4.7M2026-10-20
NWF Advisory Services Inc.
DECREASED111,983120,412-8,429-7%$34.8M$37.3M+$2.4M2026-10-19
Brown Miller Wealth Management, LLC
DECREASED111,576112,243-667-1%$32.5M$37.2M+$4.7M2026-11-02
Independence Bank of Kentucky
DECREASED111,305113,982-2,677-2%$33.0M$37.1M+$4.1M2026-10-26
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED111,037111,03700%$32.1M$37.0M+$4.8M2026-10-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED110,712106,345+4,367+4%$30.8M$36.9M+$6.1M2026-10-14
Clearstead Trust, LLC
INCREASED110,237109,097+1,140+1%$31.6M$36.7M+$5.1M2026-11-06
Nicholas Hoffman & Company, Llc.
DECREASED110,135111,231-1,096-1%$32.2M$36.7M+$4.5M2026-10-30
Trust Point Inc.
NEW109,901—+109,901——$36.6M—2026-10-27
Garde Capital, Inc.
INCREASED109,729105,802+3,927+4%$30.6M$36.5M+$5.9M2026-10-29
Scott & Selber, Inc.
DECREASED109,469109,589-1200%$31.7M$36.5M+$4.7M2026-10-21
Huntleigh Advisors, Inc.
DECREASED109,295109,310-150%$31.6M$36.4M+$4.8M2026-11-03
Axxion S.A.
DECREASED108,952110,232-1,280-1%$28.0M$36.5M+$8.5M2026-10-22
GoalVest Advisory LLC
INCREASED108,91213,577+95,335+702%$3.9M$4.9M+$994.0K2026-10-02
Copeland Capital Management, LLC
INCREASED108,879103,808+5,071+5%$30.0M$36.3M+$6.2M2026-10-13
West Wealth Group, LLC
INCREASED108,82057,166+51,654+90%$16.5M$19.3M+$2.8M2026-10-14
Canandaigua National Bank & Trust Co
DECREASED108,761110,536-1,775-2%$32.0M$36.2M+$4.2M2026-10-07
Mitchell Capital Management Co
DECREASED108,462110,818-2,356-2%$32.1M$36.1M+$4.1M2026-10-29
Symphony Financial, Ltd. Co.
INCREASED108,17582,235+25,940+32%$23.3M$36.1M+$12.9M2026-10-22
Symmetry Partners, LLC
INCREASED108,076105,541+2,535+2%$30.5M$36.0M+$5.5M2026-10-27
Gilliland Jeter Wealth Management LLC
DECREASED108,053109,006-953-1%$31.5M$36.0M+$4.4M2026-10-28
Sovran Advisors, LLC
DECREASED107,922108,755-833-1%$37.0M$37.7M+$669.8K2026-11-02
Regent Peak Wealth Advisors LLC
DECREASED107,772108,166-3940%$31.3M$35.9M+$4.6M2026-10-13
Moody National Bank Trust Division
DECREASED107,380107,631-2510%$31.1M$35.8M+$4.6M2026-10-06
Teamwork Financial Advisors, LLC
DECREASED107,263156,029-48,766-31%$45.1M$35.7M-$9.4M2026-10-19
Arjuna Capital
DECREASED107,223109,019-1,796-2%$31.5M$35.7M+$4.2M2026-11-03
James Investment Research, Inc.
DECREASED106,860110,118-3,258-3%$31.9M$35.6M+$3.7M2026-10-22
Essex Bank
DECREASED106,525106,814-2890%$30.9M$35.5M+$4.6M2026-10-16
Valicenti Advisory Services Inc
DECREASED106,130106,885-755-1%$30.9M$35.3M+$4.4M2026-10-23
Sanders Morris Harris LLC
INCREASED105,94857,601+48,347+84%$16.7M$35.6M+$18.9M2026-10-14
Waldron Private Wealth LLC
DECREASED105,920108,448-2,528-2%$31.4M$35.3M+$3.9M2026-11-02
Stenger Family Office, LLC
INCREASED105,218102,554+2,664+3%$29.7M$35.9M+$6.2M2026-10-22
Blue Zone Wealth Advisors, LLC
INCREASED105,218104,478+740+1%$30.2M$35.0M+$4.8M2026-10-19
Ellis Investment Partners, LLC
INCREASED104,822104,239+583+1%$30.2M$34.9M+$4.7M2026-10-21
Alta Advisers Ltd
INCREASED104,79957,768+47,031+81%$16.7M$34.9M+$18.2M2026-11-02
TTP Investments, Inc.
INCREASED104,563104,116+447+0%$30.1M$34.8M+$4.7M2026-10-30
Canvas Wealth Advisors, LLC
DECREASED104,412106,892-2,480-2%$30.9M$36.4M+$5.5M2026-11-02
Archford Capital Strategies, LLC
DECREASED104,259105,245-986-1%$30.5M$34.7M+$4.3M2026-10-19
Harrell Investment Partners, LLC
INCREASED103,845103,658+187+0%$30.0M$34.6M+$4.6M2026-10-15
Weil Company, Inc.
DECREASED103,833106,724-2,891-3%$30.9M$34.6M+$3.7M2026-10-14
Altfest L J & Co Inc
DECREASED103,582105,263-1,681-2%$30.5M$34.5M+$4.0M2026-10-27
Winch Advisory Services, LLC
DECREASED103,401105,446-2,045-2%$30.5M$34.4M+$3.9M2026-11-06
Trek Financial, LLC
DECREASED103,170104,919-1,749-2%$30.4M$34.4M+$4.0M2026-10-29
Great Lakes Retirement, Inc.
INCREASED102,822102,454+368+0%$29.6M$34.2M+$4.6M2026-10-26
Cypress Asset Management Inc
DECREASED102,707106,911-4,204-4%$30.9M$34.2M+$3.3M2026-10-09
Dale Q Rice Investment Management Ltd
DECREASED102,605102,840-2350%$29.8M$34.2M+$4.4M2026-10-09
Partners Wealth Management, LLC
INCREASED102,46224,584+77,878+317%$7.1M$34.1M+$27.0M2026-10-28
Ashurst Perkins Coie Trust Co
DECREASED102,424102,658-2340%$29.7M$34.1M+$4.4M2026-10-15
TigerOak Management, L.L.C.
INCREASED102,17895,112+7,066+7%$27.5M$34.0M+$6.5M2026-10-23
Aprio Wealth Management, LLC
INCREASED102,05497,228+4,826+5%$28.1M$34.0M+$5.9M2026-10-28
Key FInancial Inc
DECREASED101,778102,793-1,015-1%$29.7M$33.9M+$4.1M2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED101,590106,571-4,981-5%$30.8M$33.8M+$3.0M2026-10-09
Stockman Wealth Management, Inc.
DECREASED101,574104,288-2,714-3%$30.2M$33.8M+$3.6M2026-10-27
Triad Wealth Partners, LLC
INCREASED101,306100,693+613+1%$30.6M$33.7M+$3.2M2026-10-26
Clean Yield Group
DECREASED101,180101,792-612-1%$29.5M$33.7M+$4.2M2026-10-28
Atwater Malick LLC
DECREASED101,151102,071-920-1%$29.5M$33.7M+$4.2M2026-10-15
SevenBridge Financial Group, LLC
DECREASED100,856106,300-5,444-5%$33.3M$34.2M+$933.6K2026-10-26
Provident Investment Management, Inc.
DECREASED100,803102,215-1,412-1%$29.6M$33.6M+$4.0M2026-10-23
Sierra Summit Advisors LLC
DECREASED100,714106,629-5,915-6%$30.9M$33.5M+$2.7M2026-10-28
Bill Few Associates, Inc.
DECREASED100,701101,267-566-1%$29.3M$33.5M+$4.2M2026-10-09
Marks Group Wealth Management, Inc
DECREASED100,679104,089-3,410-3%$30.1M$33.5M+$3.4M2026-11-05
Community Financial Services Group, LLC
DECREASED100,456102,236-1,780-2%$30.1M$33.2M+$3.1M2026-10-15
Firetrail Investments PTY LTD
DECREASED100,380101,080-700-1%$29.1M$33.6M+$4.5M2026-11-05
Claro Advisors Inc.
INCREASED100,31397,879+2,434+2%$28.3M$33.4M+$5.1M2026-11-02
Ignite Planners, LLC
DECREASED100,270104,598-4,328-4%$30.3M$33.4M+$3.2M2026-10-14
Peddock Capital Advisors, LLC
DECREASED100,226100,506-2800%$29.1M$33.4M+$4.3M2026-10-16
Blume Capital Management, Inc.
DECREASED100,212101,193-981-1%$29.3M$33.4M+$4.1M2026-10-26
Tema Etfs LLC
DECREASED99,735109,937-10,202-9%$31.8M$33.2M+$1.4M2026-10-16
City Holding Co
INCREASED99,14197,401+1,740+2%$28.2M$33.0M+$4.8M2026-10-19
Quadcap Wealth Management, LLC
DECREASED99,127101,357-2,230-2%$29.3M$33.0M+$3.7M2026-11-02
Hamilton Point Investment Advisors, LLC
DECREASED98,910100,316-1,406-1%$29.0M$32.9M+$3.9M2026-11-03
Cornell Pochily Investment Advisors, Inc.
DECREASED98,84698,929-830%$28.6M$32.9M+$4.3M2026-10-19
Alchemi Wealth, LLC
DECREASED98,72299,740-1,018-1%$28.9M$32.9M+$4.0M2026-11-04
Perpetual Ltd
DECREASED98,637108,908-10,271-9%$31.5M$32.8M+$1.3M2026-10-13
Quantum Private Wealth, LLC
DECREASED98,462101,104-2,642-3%$29.3M$32.8M+$3.5M2026-10-20
Fulcrum Capital LLC
INCREASED98,45996,103+2,356+2%$27.8M$32.8M+$5.0M2026-10-15
Inscription Capital, LLC
DECREASED97,893144,917-47,024-32%$41.9M$32.6M-$9.3M2026-11-02
JFS Wealth Advisors, LLC
INCREASED97,77197,671+100+0%$28.3M$32.6M+$4.3M2026-11-03
Financial Partners Group, Inc
DECREASED97,56498,158-594-1%$28.4M$32.5M+$4.1M2026-10-19
TriaGen Wealth Management LLC
DECREASED97,387103,464-6,077-6%$29.9M$32.4M+$2.5M2026-10-14
CV Advisors LLC
INCREASED97,29394,733+2,560+3%$27.4M$32.4M+$5.0M2026-10-13
Global Assets Advisory, LLC
DECREASED97,20197,379-1780%$28.6M$32.3M+$3.7M2026-10-28
Founders Financial Securities LLC
INCREASED96,66389,227+7,436+8%$25.8M$32.2M+$6.4M2026-10-28
Grandfield & Dodd, LLC
INCREASED96,62995,536+1,093+1%$27.6M$32.2M+$4.5M2026-10-29
Howard Financial Services, Ltd.
INCREASED96,58193,506+3,075+3%$27.1M$32.2M+$5.1M2026-10-15
Sound Income Strategies, LLC
INCREASED96,55795,774+783+1%$27.7M$32.9M+$5.2M2026-10-09
True Private Wealth Advisors
DECREASED96,05996,808-749-1%$28.0M$32.0M+$4.0M2026-10-19
180 Wealth Advisors, LLC
DECREASED95,91896,456-538-1%$27.9M$31.9M+$4.0M2026-11-03
McLean Asset Management Corp
DECREASED95,87996,785-906-1%$29.9M$33.0M+$3.1M2026-11-06
Personal CFO Solutions, LLC
DECREASED95,813147,071-51,258-35%$42.6M$31.9M-$10.6M2026-11-06
Oak Grove Capital LLC
INCREASED95,62784,378+11,249+13%$24.4M$31.8M+$7.4M2026-10-09
Churchill Financial Advisors, LLC
INCREASED95,48794,247+1,240+1%$27.3M$31.8M+$4.5M2026-10-20
Legacy Trust
DECREASED95,25795,877-620-1%$27.7M$32.8M+$5.1M2026-11-06
Nfsg Corp
INCREASED95,24592,138+3,107+3%$26.7M$31.7M+$5.1M2026-10-15
McAdam, LLC
INCREASED95,07891,902+3,176+3%$26.6M$31.7M+$5.1M2026-10-21
Zions Bancorporation, National Association
DECREASED95,033106,231-11,198-11%$30.7M$31.6M+$908.9K2026-11-06
Nadler Financial Group, Inc.
DECREASED95,00599,197-4,192-4%$28.7M$31.6M+$2.9M2026-10-23
Jeppson Wealth Management, LLC
DECREASED94,57894,969-3910%$27.5M$31.5M+$4.0M2026-10-20
Peterson Wealth Services
INCREASED94,50493,355+1,149+1%$27.0M$31.5M+$4.5M2026-10-26
Miramontes Capital, LLC
INCREASED94,39593,662+733+1%$27.1M$31.4M+$4.3M2026-10-19
Sentinel Trust Co LBA
INCREASED94,31788,836+5,481+6%$25.7M$31.4M+$5.7M2026-11-03
McCollum Christoferson Group LLC
INCREASED94,03093,389+641+1%$19.2M$22.3M+$3.1M2026-10-13
bLong Financial, LLC
INCREASED93,92193,057+864+1%$26.9M$31.3M+$4.4M2026-10-29
Mezzasalma Advisors, LLC
INCREASED93,85993,718+141+0%$27.1M$31.3M+$4.1M2026-10-14
Trust Co of the South
DECREASED93,73493,977-2430%$27.2M$31.2M+$4.0M2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED93,53993,792-2530%$27.1M$31.2M+$4.0M2026-10-16
Isthmus Partners, LLC
INCREASED93,53892,177+1,361+1%$26.7M$31.1M+$4.5M2026-10-21
Galvin, Gaustad & Stein, LLC
INCREASED93,46783,390+10,077+12%$24.1M$31.1M+$7.0M2026-10-08
Westside Investment Management, Inc.
INCREASED93,33792,002+1,335+1%$26.6M$31.1M+$4.5M2026-11-02
Paulson Wealth Management Inc.
DECREASED93,23395,476-2,243-2%$27.6M$31.0M+$3.4M2026-11-02
Romano Brothers and Company
DECREASED93,22494,276-1,052-1%$27.3M$31.0M+$3.8M2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED93,223103,386-10,163-10%$29.9M$31.0M+$1.1M2026-10-28
Brady Family Wealth, LLC
DECREASED92,86797,300-4,433-5%$28.2M$30.9M+$2.8M2026-11-02
MBL Wealth, LLC
INCREASED92,70791,740+967+1%$26.5M$30.9M+$4.3M2026-10-22
Northside Capital Management, LLC
INCREASED92,58791,000+1,587+2%$26.3M$30.8M+$4.5M2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED92,34194,203-1,862-2%$27.3M$30.8M+$3.5M2026-11-02
Saratoga Research & Investment Management
DECREASED92,190100,400-8,210-8%$29.1M$30.7M+$1.6M2026-10-16
SeaBridge Investment Advisors LLC
INCREASED92,08189,073+3,008+3%$25.8M$30.7M+$4.9M2026-11-02
Ables, Iannone, Moore & Associates, Inc.
DECREASED92,02794,788-2,761-3%$27.4M$30.6M+$3.2M2026-10-06
Tufton Capital Management
DECREASED92,02293,351-1,329-1%$27.0M$30.6M+$3.6M2026-10-20
Villere ST Denis J & Co LLC
DECREASED92,00997,884-5,875-6%$28.3M$30.6M+$2.3M2026-11-04
Millennium Capital Advisors, LLC
DECREASED91,80792,005-1980%$26.6M$30.6M+$4.0M2026-10-16
Next Level Private LLC
INCREASED91,73688,915+2,821+3%$25.7M$30.5M+$4.8M2026-10-20
Lineweaver Wealth Advisors, LLC
DECREASED91,72693,087-1,361-1%$26.9M$30.5M+$3.6M2026-10-13
Levin Capital Strategies, L.P.
DECREASED91,69594,384-2,689-3%$27.3M$30.5M+$3.2M2026-11-02
Central Bank & Trust Co
INCREASED91,66391,580+83+0%$26.5M$30.5M+$4.0M2026-10-09
Mystic Asset Management, Inc.
DECREASED91,653100,682-9,029-9%$29.1M$30.5M+$1.4M2026-10-15
Acropolis Investment Management, LLC
INCREASED91,42386,574+4,849+6%$25.1M$30.4M+$5.4M2026-10-08
Cordatus Wealth Management LLC
DECREASED91,36492,880-1,516-2%$26.9M$30.4M+$3.6M2026-10-19
Central Pacific Bank - Trust Division
DECREASED91,06794,270-3,203-3%$27.3M$30.3M+$3.0M2026-10-06
Manske Wealth Management
DECREASED91,05994,727-3,668-4%$27.4M$30.3M+$2.9M2026-10-26
Guyasuta Investment Advisors Inc
DECREASED91,05291,383-3310%$26.4M$30.3M+$3.9M2026-10-15
Searle & Co.
DECREASED91,02291,948-926-1%$26.6M$30.3M+$3.7M2026-11-04
Sowa Financial Group, Inc.
DECREASED91,01592,288-1,273-1%$26.7M$30.3M+$3.6M2026-10-26
Chemistry Wealth Management LLC
DECREASED90,58791,699-1,112-1%$26.5M$30.2M+$3.6M2026-10-16
Convergence Investment Partners, LLC
INCREASED90,55221,486+69,066+321%$6.2M$30.2M+$23.9M2026-10-28
Costello Asset Management, Inc
DECREASED90,24891,912-1,664-2%$26.6M$30.1M+$3.5M2026-10-30
BG Investment Services, LLC
INCREASED90,1876,447+83,740+1299%$1.9M$30.0M+$28.2M2026-10-23
Armstrong, Fleming & Moore, Inc
DECREASED89,88990,528-639-1%$26.2M$29.9M+$3.7M2026-10-28
Toth Financial Advisory Corp
DECREASED89,86990,357-488-1%$26.1M$29.9M+$3.8M2026-10-08
Roberts Wealth Advisors, LLC
DECREASED89,75590,395-640-1%$26.2M$29.9M+$3.7M2026-10-14
Wernau Asset Management Inc.
DECREASED89,61291,042-1,430-2%$26.3M$29.8M+$3.5M2026-10-19
United Advisor Group, LLC
INCREASED89,38188,092+1,289+1%$25.5M$29.8M+$4.3M2026-11-03
Richard C. Young & Co., Ltd.
DECREASED89,03589,222-1870%$25.8M$29.7M+$3.8M2026-11-04
Portfolio Design Labs, LLC
DECREASED89,00189,125-1240%$25.8M$29.6M+$3.8M2026-11-04
Curated Wealth Partners LLC
INCREASED88,65246,739+41,913+90%$13.5M$29.5M+$16.0M2026-10-15
Milestone Asset Management, LLC
INCREASED88,62066,053+22,567+34%$19.1M$29.5M+$10.4M2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED88,53089,844-1,314-1%$26.0M$29.5M+$3.5M2026-10-27
Compass Financial Management LLC
INCREASED88,39186,448+1,943+2%$25.9M$29.4M+$3.5M2026-10-30
GSG Advisors LLC
DECREASED88,38988,878-489-1%$25.7M$29.4M+$3.7M2026-11-03
Willis Investment Counsel
DECREASED88,286111,285-22,999-21%$32.2M$29.4M-$2.8M2026-10-20
Generali Investments, Management Co LLC
INCREASED88,14280,362+7,780+10%$23.3M$29.4M+$6.1M2026-10-19
Harbor Capital Advisors, Inc.
INCREASED87,93287,581+351+0%$25.3M$29.3M+$3.9M2026-10-22
Skylands Capital, LLC
DECREASED87,81591,740-3,925-4%$26.5M$29.2M+$2.7M2026-10-21
First Premier Bank
DECREASED87,66789,684-2,017-2%$26.0M$29.2M+$3.2M2026-10-13
Professional Advisory Services Inc
DECREASED87,62099,215-11,595-12%$28.7M$29.2M+$470.0K2026-10-08
Strategic Wealth Investment Group, LLC
DECREASED87,33192,998-5,667-6%$26.9M$29.1M+$2.2M2026-10-29
Orange Investment Advisors, Inc.
DECREASED87,03890,281-3,243-4%$26.1M$29.0M+$2.9M2026-10-23
Cardinal Capital Management
INCREASED86,80086,434+366+0%$25.0M$28.9M+$3.9M2026-10-21
SFE Investment Counsel
INCREASED86,39486,015+379+0%$24.9M$28.8M+$3.9M2026-10-29
Arch Global Advisors, LLC
DECREASED85,90286,091-1890%$24.9M$28.6M+$3.7M2026-10-23
Guardian Asset Advisors, LLC
DECREASED85,79687,904-2,108-2%$25.4M$28.6M+$3.1M2026-10-16
Holcombe Financial, Inc.
DECREASED85,72485,896-1720%$24.9M$28.5M+$3.7M2026-10-16
1834 Investment Advisors Co
DECREASED85,68789,375-3,688-4%$25.9M$28.5M+$2.7M2026-10-16
Duncker Streett & Co Inc
DECREASED85,68285,776-940%$24.8M$28.5M+$3.7M2026-10-27
Activest Wealth Management
INCREASED85,56684,546+1,020+1%$24.5M$28.5M+$4.0M2026-10-15
Iowa State Bank
INCREASED85,53774,734+10,803+14%$21.6M$28.5M+$6.9M2026-10-06
Mine & Arao Wealth Creation & Management, Llc.
DECREASED85,45386,934-1,481-2%$25.2M$28.5M+$3.3M2026-10-29
Aries Wealth Management
DECREASED85,11586,337-1,222-1%$25.0M$28.3M+$3.4M2026-10-23
Independent Solutions Wealth Management, LLC
INCREASED85,00084,663+337+0%$24.5M$28.3M+$3.8M2026-10-28
Hohimer Wealth Management, LLC
DECREASED84,930108,953-24,023-22%$31.5M$28.3M-$3.2M2026-11-04
First Interstate Bank
INCREASED84,89476,399+8,495+11%$22.1M$28.3M+$6.2M2026-10-23
CMH Wealth Management LLC
DECREASED84,73187,186-2,455-3%$25.2M$28.2M+$3.0M2026-10-22
Guardian Partners Inc.
INCREASED84,67883,532+1,146+1%$24.2M$28.2M+$4.0M2026-10-21
Overbrook Management Corp
DECREASED84,47185,572-1,101-1%$24.8M$28.1M+$3.4M2026-10-08
Bfsg, LLC
INCREASED84,41980,639+3,780+5%$23.3M$28.1M+$4.8M2026-10-30
Kestra Investment Management, LLC
INCREASED84,35879,480+4,878+6%$23.0M$28.1M+$5.1M2026-11-04
Intesa Sanpaolo Wealth Management
INCREASED84,24183,041+1,200+1%$24.0M$28.1M+$4.0M2026-10-28
Ring Mountain Capital, LLC
INCREASED84,14183,555+586+1%$24.2M$28.0M+$3.8M2026-10-13
JSF Financial, LLC
INCREASED84,13282,497+1,635+2%$23.9M$28.0M+$4.1M2026-10-22
Westbourne Investment Advisors, Inc.
DECREASED84,05186,506-2,455-3%$25.0M$28.0M+$3.0M2026-10-20
3Chopt Investment Partners, LLC
INCREASED83,64576,117+7,528+10%$22.0M$27.9M+$5.8M2026-10-30
SkyOak Wealth, LLC
DECREASED83,60784,424-817-1%$24.4M$27.8M+$3.4M2026-10-28
Beverly Hills Private Wealth, LLC
INCREASED83,56479,542+4,022+5%$23.0M$27.8M+$4.8M2026-11-04
Pegasus Asset Management, Inc.
INCREASED83,36081,886+1,474+2%$23.7M$27.8M+$4.1M2026-11-03
Capital City Trust Co
DECREASED83,18085,179-1,999-2%$24.6M$27.7M+$3.1M2026-10-22
OFC Financial Planning, LLC
DECREASED82,93883,046-1080%$24.0M$27.6M+$3.6M2026-11-06
Putney Financial Group LLC
DECREASED82,86582,911-460%$24.0M$27.6M+$3.6M2026-10-30
Apollon Financial, LLC
DECREASED82,41782,614-1970%$23.9M$27.4M+$3.5M2026-10-23
WoodTrust Financial Corp
DECREASED82,38984,277-1,888-2%$24.4M$27.4M+$3.1M2026-10-09
Bernardo Wealth Planning LLC
INCREASED82,33041,749+40,581+97%$12.1M$27.4M+$15.3M2026-10-23
Hoey Investments, Inc
INCREASED82,28679,787+2,499+3%$23.1M$27.4M+$4.3M2026-10-29
Patriot Financial Group Insurance Agency, LLC
DECREASED81,99288,697-6,705-8%$25.7M$27.3M+$1.6M2026-10-14
Whitener Capital Management, Inc.
DECREASED81,90590,157-8,252-9%$26.1M$27.3M+$1.2M2026-10-15
Ipswich Investment Management Co., Inc.
DECREASED81,79283,062-1,270-2%$24.0M$27.2M+$3.2M2026-10-13
Herold Advisors, Inc.
DECREASED81,51682,587-1,071-1%$23.9M$27.1M+$3.3M2026-10-19
Rockport Wealth LLC
DECREASED81,345101,678-20,333-20%$29.4M$27.1M-$2.3M2026-11-03
Prairie Advisory, LLC
INCREASED81,31641,126+40,190+98%$11.9M$27.1M+$15.2M2026-10-19
Liberty Capital Management, Inc.
DECREASED81,22885,831-4,603-5%$24.8M$27.1M+$2.2M2026-11-02
Conning Inc.
DECREASED80,99781,603-606-1%$23.6M$27.0M+$3.4M2026-10-27
Once Capital Management, LLC
UNCHANGED80,90080,90000%$23.4M$26.9M+$3.5M2026-11-02
Delta Financial Advisors LLC
INCREASED80,37280,120+252+0%$23.2M$26.8M+$3.6M2026-10-27
Breakwater Capital Group
DECREASED80,13083,246-3,116-4%$24.1M$26.7M+$2.6M2026-10-09
Blueprint Investment Partners LLC
DECREASED79,93586,520-6,585-8%$25.0M$26.6M+$1.6M2026-10-28
GFG Capital, LLC
INCREASED79,89877,561+2,337+3%$22.4M$26.6M+$4.2M2026-10-16
Gibraltar Capital Management, Inc.
INCREASED79,76977,692+2,077+3%$22.5M$26.6M+$4.1M2026-10-27
Covenant Asset Management, LLC
DECREASED79,34980,430-1,081-1%$23.3M$26.4M+$3.2M2026-10-14
Third View Private Wealth, LLC
INCREASED79,11876,464+2,654+3%$22.1M$26.3M+$4.2M2026-10-30
RED Lighthouse Investment Management, LLC
DECREASED79,05780,014-957-1%$23.2M$26.3M+$3.2M2026-11-02
LexAurum Advisors, LLC
DECREASED78,99681,871-2,875-4%$23.7M$26.3M+$2.6M2026-10-19
Benedict Financial Advisors Inc
DECREASED78,97782,116-3,139-4%$23.8M$26.3M+$2.5M2026-10-07
Fusion Capital, LLC
DECREASED78,58681,015-2,429-3%$23.4M$26.2M+$2.7M2026-10-28
Eagle Rock Investment Company, LLC
DECREASED78,44478,823-3790%$22.8M$26.1M+$3.3M2026-10-21
Adams Asset Advisors, LLC
DECREASED78,26378,740-477-1%$22.8M$26.1M+$3.3M2026-10-08
Armstrong Advisory Group, Inc
INCREASED78,12576,572+1,553+2%$22.2M$26.0M+$3.9M2026-10-09
RPG Investment Advisory, LLC
DECREASED78,084132,243-54,159-41%$38.3M$26.0M-$12.3M2026-10-21
Allegheny Financial Group
DECREASED78,05779,111-1,054-1%$22.9M$26.0M+$3.1M2026-11-05
Chapin Davis, Inc.
INCREASED77,93077,536+394+1%$22.4M$26.0M+$3.5M2026-10-09
Interchange Capital Partners, LLC
INCREASED77,92077,799+121+0%$22.5M$26.0M+$3.5M2026-10-28
FSM Wealth Advisors, LLC
DECREASED77,90777,956-490%$22.6M$26.5M+$4.0M2026-10-27
Wealth Effects LLC
DECREASED77,83479,306-1,472-2%$22.9M$25.9M+$3.0M2026-10-23
111 Capital
INCREASED77,77376,791+982+1%$22.2M$25.9M+$3.7M2026-11-03
Mirabaud & Cie SA
DECREASED77,68779,618-1,931-2%$23.0M$25.9M+$2.8M2026-10-27
Titleist Asset Management, LLC
INCREASED77,63274,173+3,459+5%$21.5M$25.9M+$4.4M2026-10-08
Udine Wealth Management, Inc.
INCREASED77,60377,306+297+0%$22.4M$25.8M+$3.5M2026-10-23
Meitav Investment House LTD
INCREASED77,58159,091+18,490+31%$17.1M$25.7M+$8.7M2026-10-28
Prosperity Financial Group, Inc.
INCREASED77,49574,205+3,290+4%$21.5M$25.8M+$4.3M2026-10-29
William John Sempolinski
INCREASED77,42576,551+874+1%$22.2M$25.8M+$3.6M2026-10-20
New Capital Management LP
DECREASED77,26077,278-180%$22.4M$25.7M+$3.4M2026-10-29
Alta Capital Management LLC/
DECREASED77,134101,610-24,476-24%$29.4M$25.7M-$3.7M2026-10-26
St. Clair Advisors, LLC
DECREASED77,07877,771-693-1%$22.5M$25.7M+$3.2M2026-10-13
MV Capital Management, Inc.
INCREASED76,88276,228+654+1%$22.1M$25.6M+$3.5M2026-10-29
University of Texas S AM Investment Management Co
DECREASED76,814135,168-58,354-43%$39.1M$25.6M-$13.5M2026-11-03
Raab & Moskowitz Asset Management LLC
DECREASED76,72378,845-2,122-3%$22.8M$25.6M+$2.7M2026-11-02
IPG Investment Advisors LLC
DECREASED76,64278,040-1,398-2%$22.6M$25.5M+$2.9M2026-10-30
Cookson Peirce & Co Inc
DECREASED76,46577,254-789-1%$22.4M$25.5M+$3.1M2026-10-30
Ridgecrest Wealth Partners, LLC
DECREASED76,45476,989-535-1%$22.3M$25.5M+$3.2M2026-10-19
Sepio Capital, LP
INCREASED76,37267,146+9,226+14%$19.4M$25.4M+$6.0M2026-10-22
Sava Infond d.o.o.
DECREASED76,27097,270-21,000-22%$28.1M$25.4M-$2.7M2026-10-28
Little House Capital LLC
DECREASED76,26876,837-569-1%$22.2M$25.4M+$3.2M2026-11-06
Investment Research & Advisory Group, Inc.
INCREASED76,20575,780+425+1%$22.2M$25.8M+$3.6M2026-10-19
Chatham Capital Group, Inc.
DECREASED76,11276,797-685-1%$22.2M$25.3M+$3.1M2026-10-16
Guardian Investment Management
DECREASED76,10278,541-2,439-3%$22.7M$25.3M+$2.6M2026-10-23
Westhampton Capital, LLC
DECREASED75,96381,437-5,474-7%$23.6M$25.3M+$1.7M2026-10-30
Financial Consulate, Inc
DECREASED75,80776,017-2100%$22.0M$25.2M+$3.2M2026-10-23
Arbejdsmarkedets Tillaegspension
DECREASED75,80087,320-11,520-13%$25.3M$25.2M-$24.0K2026-10-30
Encompass Wealth Advisors, LLC
INCREASED75,69637,570+38,126+101%$10.9M$25.2M+$14.3M2026-10-15
Seek First Inc.
DECREASED75,66383,496-7,833-9%$24.2M$25.2M+$1.0M2026-10-27
Destiny Wealth Partners, LLC
INCREASED75,47554,016+21,459+40%$16.7M$25.5M+$8.8M2026-11-05
Consilium Wealth Advisory, LLC
INCREASED75,24673,720+1,526+2%$21.3M$25.1M+$3.7M2026-10-14
CLG LLC
DECREASED74,94175,516-575-1%$21.9M$25.0M+$3.1M2026-10-13
Keystone Wealth Services, LLC
DECREASED74,81275,463-651-1%$21.8M$24.6M+$2.8M2026-11-03
Nvwm, LLC
INCREASED74,77574,328+447+1%$21.5M$24.9M+$3.4M2026-10-14
High Note Wealth, LLC
DECREASED74,75275,392-640-1%$21.8M$24.9M+$3.1M2026-10-27
Absher Wealth Management, LLC
DECREASED74,70783,212-8,505-10%$24.1M$24.9M+$800.8K2026-11-02
Mattern Wealth Management LLC
DECREASED74,66374,854-1910%$21.7M$24.9M+$3.2M2026-11-04
Ashton Thomas Securities, LLC
INCREASED74,43565,791+8,644+13%$19.0M$24.8M+$5.8M2026-10-26
HWG Holdings LP
INCREASED74,13844,882+29,256+65%$13.0M$24.7M+$11.7M2026-10-08
Everest Financial Group LLC
DECREASED74,06578,507-4,442-6%$22.7M$24.7M+$1.9M2026-11-06
Realta Investment Advisors
DECREASED74,02279,507-5,485-7%$23.0M$24.7M+$1.6M2026-10-14
Crescent Grove Advisors, LLC
INCREASED73,97173,594+377+1%$21.3M$24.6M+$3.3M2026-10-21
Buck Wealth Strategies, LLC
DECREASED73,91377,148-3,235-4%$22.3M$24.6M+$2.3M2026-10-28
Heck Capital Advisors, LLC
INCREASED73,81866,240+7,578+11%$19.2M$24.6M+$5.4M2026-10-14
Global Wealth Management Investment Advisory, Inc.
DECREASED73,48373,896-413-1%$21.4M$24.5M+$3.1M2026-11-04
Sweeney & Michel, LLC
DECREASED73,46575,456-1,991-3%$23.6M$24.5M+$822.9K2026-10-16
Founders Capital Management, LLC
DECREASED73,41873,438-200%$21.3M$24.4M+$3.2M2026-10-23
Montis Financial, LLC
INCREASED73,35773,269+88+0%$21.2M$24.4M+$3.2M2026-11-04
Sky Investment Group LLC
INCREASED73,16638,837+34,329+88%$11.2M$24.4M+$13.1M2026-10-30
Victory Financial Group, LLC
INCREASED73,10556,147+16,958+30%$16.2M$24.3M+$8.1M2026-10-27
Certified Advisory Corp
DECREASED72,78472,814-300%$21.1M$24.2M+$3.2M2026-10-29
Neumann Capital Management, LLC
NEW72,745—+72,745——$24.2M—2026-10-15
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
UNCHANGED72,63272,63200%$21.0M$24.2M+$3.2M2026-10-20
Burford Brothers, Inc.
DECREASED72,62372,811-1880%$21.1M$24.2M+$3.1M2026-10-21
SS&H Financial Advisors, Inc.
INCREASED72,54671,901+645+1%$20.8M$24.2M+$3.4M2026-10-28
Radnor Capital Management, LLC
DECREASED72,53572,931-396-1%$21.1M$24.2M+$3.1M2026-10-23
Kozak & Associates, Inc.
DECREASED72,51879,317-6,799-9%$23.3M$24.9M+$1.6M2026-10-29
Slow Capital, Inc.
DECREASED72,42874,788-2,360-3%$21.6M$24.1M+$2.5M2026-10-23
Arista Wealth Management, LLC
INCREASED72,27871,540+738+1%$20.7M$24.1M+$3.4M2026-10-29
Dominguez Wealth Management Solutions, Inc.
DECREASED72,13672,388-2520%$20.9M$24.0M+$3.1M2026-10-07
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
UNCHANGED72,00072,00000%$20.8M$24.0M+$3.1M2026-11-05
Clear Trail Advisors, LLC
DECREASED71,97176,232-4,261-6%$22.1M$24.0M+$1.9M2026-10-20
Argentarii, LLC
INCREASED71,89271,615+277+0%$21.8M$23.9M+$2.1M2026-10-28
Insight Advisors, LLC/ PA
DECREASED71,58874,718-3,130-4%$21.6M$23.8M+$2.2M2026-10-22
Mattern Capital Management, LLC
DECREASED71,13476,362-5,228-7%$22.1M$23.7M+$1.6M2026-11-02
Trust Investment Advisors
INCREASED71,05965,115+5,944+9%$18.8M$23.7M+$4.8M2026-10-20
Argos Wealth Advisors, LLC
DECREASED70,82271,496-674-1%$20.7M$23.6M+$2.9M2026-11-02
Stablepoint Partners, LLC
DECREASED70,79972,741-1,942-3%$21.0M$23.6M+$2.5M2026-11-03
Balboa Wealth Partners
DECREASED70,78272,008-1,226-2%$20.8M$23.6M+$2.7M2026-10-20
Asset Dedication, LLC
INCREASED70,71270,699+13+0%$20.5M$23.5M+$3.1M2026-11-03
Concord Wealth Partners
INCREASED70,54569,713+832+1%$20.2M$23.5M+$3.3M2026-11-02
Aviso Wealth Management
DECREASED70,50772,259-1,752-2%$20.9M$23.5M+$2.6M2026-11-04
Moran Wealth Management, LLC
INCREASED70,43764,463+5,974+9%$18.7M$23.5M+$4.8M2026-10-22
Live Oak Private Wealth LLC
DECREASED70,43272,557-2,125-3%$21.0M$23.5M+$2.5M2026-11-02
Nicollet Investment Management, Inc.
DECREASED70,36873,284-2,916-4%$21.2M$23.4M+$2.2M2026-10-14
WBH Advisory Inc
INCREASED70,33868,915+1,423+2%$19.9M$23.4M+$3.5M2026-11-05
Patten Group, Inc.
INCREASED70,20268,721+1,481+2%$19.9M$23.4M+$3.5M2026-10-26
AK Global Asset Management, LLC
DECREASED70,09272,117-2,025-3%$20.9M$23.3M+$2.5M2026-10-27
Flynn Zito Capital Management, LLC
DECREASED69,91870,187-2690%$20.3M$23.3M+$3.0M2026-11-04
Greenspring Advisors, LLC
INCREASED69,83266,729+3,103+5%$19.3M$23.3M+$3.9M2026-11-05
Lotus Asset Management LLC
INCREASED69,77069,222+548+1%$20.0M$23.2M+$3.2M2026-10-14
Tanager Wealth Management LLP
INCREASED69,76567,484+2,281+3%$19.5M$23.2M+$3.7M2026-10-19
Jcic Asset Management Inc.
DECREASED69,74770,357-610-1%$17.9M$23.2M+$5.4M2026-10-30
Summit Financial Strategies, Inc.
INCREASED69,65169,451+200+0%$20.1M$23.2M+$3.1M2026-10-14
Northbridge Financial Group, LLC
INCREASED69,50368,683+820+1%$19.9M$23.2M+$3.3M2026-11-05
BNC Wealth Management, LLC
DECREASED69,49569,829-3340%$20.2M$23.1M+$2.9M2026-10-19
Sloy Dahl & Holst, LLC
DECREASED69,445176,677-107,232-61%$51.1M$23.1M-$28.0M2026-10-14
Schear Investment Advisers, LLC
INCREASED69,12829,166+39,962+137%$8.4M$23.0M+$14.6M2026-10-14
Tempo Wealth, LLC
INCREASED69,12866,394+2,734+4%$19.2M$23.0M+$3.8M2026-10-14
Kercheville Advisors, LLC
DECREASED69,00869,676-668-1%$20.2M$23.0M+$2.8M2026-10-19
Tower Trust & Investment Co
DECREASED68,99569,038-430%$20.0M$23.0M+$3.0M2026-10-28
Anchyra Partners LLC
INCREASED68,97463,403+5,571+9%$18.3M$23.0M+$4.6M2026-10-13
Gradient Capital Advisors, LLC
DECREASED68,91871,073-2,155-3%$20.6M$23.0M+$2.4M2026-10-21
Keudell ison Wealth Management
INCREASED68,84466,958+1,886+3%$19.4M$22.9M+$3.6M2026-10-16
Revolve Wealth Partners, LLC
DECREASED68,73071,400-2,670-4%$20.7M$22.9M+$2.2M2026-10-23
J. Derek Lewis & Associates Inc.
DECREASED68,69369,855-1,162-2%$20.2M$22.9M+$2.7M2026-11-03
Harmony Asset Management LLC
DECREASED68,66168,795-1340%$19.9M$22.9M+$3.0M2026-10-20
Kennedy Investment Group, Inc.
DECREASED68,58869,387-799-1%$20.1M$22.8M+$2.8M2026-10-21
Renaissance Investment Group LLC
INCREASED68,56867,748+820+1%$19.6M$22.8M+$3.2M2026-10-28
IFG Advisors, LLC
INCREASED68,32868,323+5+0%$19.8M$22.8M+$3.0M2026-10-15
CapWealth Advisors, LLC
DECREASED68,12469,005-881-1%$20.0M$22.7M+$2.7M2026-10-05
Intrua Financial, LLC
INCREASED68,05167,949+102+0%$19.7M$22.7M+$3.0M2026-10-28
Salomon & Ludwin, LLC
DECREASED67,98668,528-542-1%$20.2M$22.6M+$2.5M2026-10-29
Wright Investors Service Inc
INCREASED67,92259,061+8,861+15%$17.1M$22.6M+$5.5M2026-11-02
Argonautica Private Wealth Management, Inc
DECREASED67,87370,984-3,111-4%$20.5M$22.6M+$2.1M2026-11-02
Highline Wealth Partners LLC
INCREASED67,77564,175+3,600+6%$18.6M$22.6M+$4.0M2026-10-19
Deroy & Devereaux Private Investment Counsel Inc
INCREASED67,71066,888+822+1%$19.4M$22.5M+$3.2M2026-10-26
Taylor Securities Services, Inc.
DECREASED67,52367,560-370%$19.5M$22.5M+$2.9M2026-10-20
KTF Investments, LLC
DECREASED67,45669,391-1,935-3%$20.1M$22.5M+$2.4M2026-10-23
Harbor Island Capital LLC
DECREASED67,34978,561-11,212-14%$22.7M$22.4M-$303.8K2026-10-23
CFS Investment Advisory Services, LLC
INCREASED67,25365,892+1,361+2%$20.3M$22.4M+$2.1M2026-10-19
Kesler, Norman & Wride, LLC
DECREASED67,09869,663-2,565-4%$20.2M$22.3M+$2.2M2026-11-06
Arkfeld Wealth Strategies, L.L.C.
DECREASED66,99268,150-1,158-2%$21.3M$22.6M+$1.2M2026-10-19
Walkner Condon Financial Advisors LLC
DECREASED66,91271,768-4,856-7%$20.8M$22.3M+$1.5M2026-11-02
Bank of New Hampshire
DECREASED66,88168,349-1,468-2%$19.8M$22.3M+$2.5M2026-10-06
Evermay Wealth Management LLC
INCREASED66,85166,044+807+1%$19.1M$22.3M+$3.2M2026-11-05
Diversified Management Inc
DECREASED66,75769,380-2,623-4%$20.1M$22.2M+$2.2M2026-10-08
SJS Investment Consulting Inc.
INCREASED66,73865,502+1,236+2%$19.0M$22.2M+$3.3M2026-10-26
Secure Asset Management, LLC
INCREASED66,69959,722+6,977+12%$17.3M$22.2M+$4.9M2026-10-19
Iron Financial LLC
DECREASED66,68067,591-911-1%$19.6M$22.2M+$2.6M2026-10-23
TSG Advice Partners, LLC
NEW66,653—+66,653——$19.3M—2026-10-29
Beacon Bank & Trust
DECREASED66,59768,470-1,873-3%$19.8M$22.2M+$2.4M2026-10-27
KRS Capital Management, LLC
INCREASED66,45066,421+29+0%$19.2M$22.1M+$2.9M2026-10-16
Versant Capital Management, Inc
INCREASED66,41565,980+435+1%$19.1M$22.1M+$3.0M2026-10-02
Atlas Brown,Inc.
DECREASED66,38766,999-612-1%$19.4M$22.1M+$2.7M2026-10-09
Willow Creek Wealth Management Inc.
INCREASED66,19965,949+250+0%$19.1M$22.0M+$3.0M2026-10-26
Wespac Advisors SoCal, LLC
DECREASED66,18267,058-876-1%$19.4M$22.0M+$2.6M2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED66,083109,796-43,713-40%$31.8M$22.0M-$9.8M2026-10-30
Trust Co of Oklahoma
DECREASED65,99468,827-2,833-4%$19.9M$22.0M+$2.1M2026-10-15
Bryant Woods Investment Advisors, LLC
DECREASED65,87566,133-2580%$19.1M$21.9M+$2.8M2026-10-26
Inlet Private Wealth, LLC
DECREASED65,85565,930-750%$19.1M$21.9M+$2.9M2026-10-21
CFC Planning Co LLC
INCREASED65,80358,176+7,627+13%$16.8M$21.9M+$5.1M2026-10-28
Triumph Capital Management
DECREASED65,75067,510-1,760-3%$19.5M$21.9M+$2.4M2026-10-14
Formuepleje A/S
DECREASED65,74477,122-11,378-15%$22.3M$21.9M-$422.0K2026-10-15
Finer Wealth Management, Inc.
DECREASED65,61566,516-901-1%$19.2M$21.9M+$2.6M2026-10-16
Consolidated Investment Group LLC
UNCHANGED65,60765,60700%$19.0M$21.8M+$2.9M2026-11-04
LMG Wealth Partners, LLC
INCREASED65,43264,945+487+1%$18.8M$21.8M+$3.0M2026-11-05
Parkside Investments, LLC
INCREASED65,35658,272+7,084+12%$16.9M$21.8M+$4.9M2026-10-20
Intelligence Driven Advisers, LLC
DECREASED65,34567,333-1,988-3%$19.5M$21.8M+$2.3M2026-10-09
Councilmark Asset Management, LLC
DECREASED65,18665,334-1480%$18.9M$21.7M+$2.8M2026-10-20
Dumont & Blake Investment Advisors LLC
DECREASED65,16666,855-1,689-3%$19.3M$21.7M+$2.4M2026-10-28
R2 Capital Strategies, LLC
DECREASED65,11765,420-3030%$18.9M$21.7M+$2.8M2026-10-15
Balentine LLC
DECREASED65,09177,509-12,418-16%$22.4M$21.7M-$751.2K2026-11-03
CenterBook Partners LP
DECREASED64,78298,050-33,268-34%$28.4M$21.6M-$6.8M2026-11-02
Arrow Financial Corp
DECREASED64,61567,740-3,125-5%$19.6M$21.5M+$1.9M2026-10-26
Lee Financial Co
DECREASED64,53964,574-350%$18.7M$21.5M+$2.8M2026-10-16
Hartford Financial Management Inc.
DECREASED64,34264,653-3110%$18.7M$21.4M+$2.7M2026-10-21
Arlington Financial Advisors, LLC
DECREASED64,30865,190-882-1%$18.9M$21.4M+$2.6M2026-10-19
Lipe & Dalton
DECREASED64,23964,456-2170%$18.7M$21.4M+$2.7M2026-10-15
KPP Advisory Services LLC
DECREASED64,16369,821-5,658-8%$20.2M$21.4M+$1.2M2026-10-26
Curbstone Financial Management Corp
DECREASED64,13366,181-2,048-3%$19.2M$21.4M+$2.2M2026-10-21
Physician Wealth Advisors, Inc.
INCREASED64,07263,341+731+1%$18.3M$21.3M+$3.0M2026-10-20
Financial Perspectives, Inc
DECREASED63,99164,612-621-1%$18.7M$21.3M+$2.6M2026-11-03
Concord Asset Management, LLC
INCREASED63,98661,540+2,446+4%$17.8M$21.3M+$3.5M2026-11-02
Greenfield Savings Bank
DECREASED63,97964,575-596-1%$18.7M$21.3M+$2.6M2026-10-07
Cerro Pacific Wealth Advisors LLC
DECREASED63,94764,465-518-1%$18.7M$21.3M+$2.6M2026-10-22
Hazlett, Burt & Watson, Inc.
INCREASED63,94563,834+111+0%$17.1M$20.3M+$3.2M2026-11-04
Asset Advisory Group, Inc.
DECREASED63,89864,371-473-1%$18.6M$21.3M+$2.7M2026-10-20
Capital Investment Counsel, LLC
DECREASED63,88365,355-1,472-2%$18.9M$21.3M+$2.4M2026-10-14
Diligent Investors, LLC
DECREASED63,86864,742-874-1%$18.7M$21.3M+$2.5M2026-10-21
First Bank & Trust
INCREASED63,85663,064+792+1%$18.2M$21.3M+$3.0M2026-10-19
Linden Thomas Advisory Services, LLC
INCREASED63,83963,449+390+1%$18.4M$21.3M+$2.9M2026-10-19
Alpha Omega Wealth Management LLC
INCREASED63,83963,805+34+0%$18.5M$21.3M+$2.8M2026-10-23
Compton Wealth Advisory Group, LLC
INCREASED63,83062,798+1,032+2%$18.5M$21.1M+$2.6M2026-10-13
Sunesis Advisors, LLC
INCREASED63,7852,893+60,892+2105%$837.1K$21.2M+$20.4M2026-10-26
Hollow Brook Wealth Management LLC
INCREASED63,57763,498+79+0%$18.4M$21.2M+$2.8M2026-10-29
Heritage Wealth Management, Inc.
DECREASED63,54565,777-2,232-3%$19.0M$21.2M+$2.1M2026-10-28
Childress Capital Advisors, LLC
INCREASED63,42661,794+1,632+3%$17.9M$21.1M+$3.2M2026-10-28
Texas Bank & Trust Co
DECREASED63,21564,214-999-2%$18.6M$21.1M+$2.5M2026-11-04
CWS Financial Advisors, LLC
DECREASED63,18363,858-675-1%$18.5M$21.0M+$2.6M2026-10-16
Nikulski Financial, Inc.
DECREASED63,10464,574-1,470-2%$18.7M$21.0M+$2.3M2026-11-06
Kelleher Financial Advisors
DECREASED63,090111,733-48,643-44%$32.3M$21.0M-$11.3M2026-10-30
Garrett Wealth Advisory Group, LLC
INCREASED62,73162,176+555+1%$18.0M$20.9M+$2.9M2026-10-22
Financial Management Network Inc
DECREASED62,65364,625-1,972-3%$21.6M$20.9M-$661.4K2026-10-09
Roman Butler Fullerton & Co
INCREASED62,64461,013+1,631+3%$19.4M$21.5M+$2.1M2026-10-27
Ldic Inc.
INCREASED62,63658,934+3,702+6%$17.1M$20.9M+$3.8M2026-10-14
Fortitude Family Office, LLC
INCREASED62,33553,549+8,786+16%$15.5M$20.8M+$5.3M2026-10-14
Hennion & Walsh Asset Management, Inc.
DECREASED62,30168,053-5,752-8%$19.7M$20.7M+$1.1M2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED62,08162,08100%$18.0M$18.0M$02026-10-15
Novem Group
INCREASED62,02261,894+128+0%$17.9M$20.7M+$2.7M2026-10-19
Souders Financial Advisors
DECREASED61,97262,685-713-1%$18.1M$20.6M+$2.5M2026-11-03
Core Wealth Partners LLC
INCREASED61,93461,326+608+1%$17.7M$20.6M+$2.9M2026-11-02
Columbia Bank
INCREASED61,90659,743+2,163+4%$17.3M$20.6M+$3.3M2026-10-29
PKS Advisory Services, LLC
UNCHANGED61,90661,90600%$17.9M$17.9M$02026-10-26
Burke & Herbert Bank & Trust Co
INCREASED61,80661,752+54+0%$17.9M$20.6M+$2.7M2026-11-02
Silverleafe Capital Partners, LLC
DECREASED61,78962,119-330-1%$18.0M$20.6M+$2.6M2026-10-02
Birch Capital Management, LLC
DECREASED61,78761,917-1300%$17.9M$20.6M+$2.7M2026-10-27
Johnson Bixby & Associates, LLC
INCREASED61,27741,846+19,431+46%$12.1M$20.4M+$8.3M2026-10-14
Shulman DeMeo Asset Management LLC
DECREASED61,22062,010-790-1%$17.9M$20.4M+$2.4M2026-10-09
Hedeker Wealth, LLC
INCREASED61,18461,055+129+0%$17.7M$20.4M+$2.7M2026-10-23
Indiana Trust & Investment Management Co
DECREASED61,10962,432-1,323-2%$18.1M$20.4M+$2.3M2026-10-22
Meridian Investment Counsel Inc.
DECREASED60,99269,901-8,909-13%$20.2M$20.3M+$85.0K2026-10-14
Olistico Wealth, LLC
INCREASED60,95860,934+24+0%$17.6M$20.3M+$2.7M2026-10-05
S.E.E.D. Planning Group LLC
INCREASED60,83455,894+4,940+9%$16.2M$20.3M+$4.1M2026-10-07
Alpha Family Trust
UNCHANGED60,77060,77000%$17.6M$17.6M$02026-11-04
Adirondack Trust Co
DECREASED60,74362,987-2,244-4%$18.2M$20.2M+$2.0M2026-10-14
Caitong International Asset Management Co., Ltd
DECREASED60,63389,083-28,450-32%$25.8M$20.2M-$5.6M2026-10-29
Financial Planning Hawaii, Inc.
DECREASED60,59562,641-2,046-3%$18.1M$20.2M+$2.1M2026-10-13
First Command Advisory Services, Inc.
INCREASED60,52945,356+15,173+33%$13.1M$20.2M+$7.0M2026-11-05
Crusonia Wealth Advisors LLC
INCREASED60,47557,461+3,014+5%$16.6M$20.1M+$3.5M2026-10-26
Markowski Investments
DECREASED60,33667,359-7,023-10%$19.5M$20.1M+$601.9K2026-10-30
United Capital Management of KS, Inc.
INCREASED60,24959,638+611+1%$17.3M$20.1M+$2.8M2026-11-04
FF Advisors,LLC
DECREASED60,05460,060-60%$17.4M$20.0M+$2.6M2026-10-21
Bangor Savings Bank
DECREASED59,81661,767-1,951-3%$17.9M$19.9M+$2.0M2026-10-06
Soundwatch Capital LLC
DECREASED59,56759,868-3010%$17.3M$19.9M+$2.6M2026-11-04
Spring Capital Management, LLC
INCREASED59,51259,054+458+1%$17.1M$19.8M+$2.7M2026-10-09
Silverlake Wealth Management LLC
DECREASED59,41159,491-800%$17.2M$19.8M+$2.6M2026-10-21
DLK Investment Management, LLC
DECREASED59,38471,568-12,184-17%$15.1M$19.8M+$4.7M2026-10-09
Orba Wealth Advisors, L.L.C.
DECREASED59,33259,796-464-1%$17.3M$19.8M+$2.5M2026-10-23
Baugh & Associates, LLC
INCREASED59,21855,672+3,546+6%$16.1M$17.9M+$1.8M2026-10-16
LJI Wealth Management, LLC
DECREASED59,21659,378-1620%$17.2M$19.7M+$2.5M2026-10-28
Cadinha & Co LLC
INCREASED58,91729,147+29,770+102%$8.4M$19.6M+$11.2M2026-10-22
FCG Investment Co
INCREASED58,91654,152+4,764+9%$15.7M$19.6M+$4.0M2026-10-13
Hendley & Co Inc
DECREASED58,89759,207-310-1%$17.1M$19.6M+$2.5M2026-10-29
Bell & Brown Wealth Advisors, LLC
DECREASED58,85162,128-3,277-5%$18.0M$19.6M+$1.6M2026-10-16
Vicus Capital
INCREASED58,82258,627+195+0%$17.0M$19.6M+$2.6M2026-11-05
Sterling Investment Counsel, LLC
DECREASED58,56559,160-595-1%$17.1M$19.5M+$2.4M2026-10-19
Decker Wealth Management LLC
INCREASED58,53554,982+3,553+6%$15.9M$19.5M+$3.6M2026-10-09
Pekin Hardy Strauss, Inc.
DECREASED58,30658,427-1210%$16.9M$19.4M+$2.5M2026-11-02
Thrive Wealth Management, LLC
INCREASED58,27958,074+205+0%$16.8M$19.4M+$2.6M2026-10-13
Stolper Co
INCREASED58,23258,187+45+0%$16.8M$19.4M+$2.6M2026-10-13
Portside Wealth Group, LLC
INCREASED58,23056,306+1,924+3%$16.3M$19.4M+$3.1M2026-10-20
Harbour Capital Advisors, LLC
DECREASED58,06658,327-2610%$18.4M$19.3M+$945.5K2026-10-13
Morton Capital Management LLC
INCREASED58,04857,763+285+0%$16.7M$19.3M+$2.6M2026-10-23
Tcfg Investment Advisors, LLC
INCREASED58,04657,894+152+0%$16.8M$19.3M+$2.6M2026-10-20
Dudley Capital Management, LLC
DECREASED57,98258,173-1910%$16.8M$19.3M+$2.5M2026-10-23
Abacus Wealth Partners, LLC
DECREASED57,97860,763-2,785-5%$17.6M$19.3M+$1.7M2026-11-03
Westco Advisory Services Inc
DECREASED57,89358,715-822-1%$17.0M$19.3M+$2.3M2026-10-14
First National Bank of Mount Dora, Trust Investment Services
DECREASED57,89263,904-6,012-9%$18.5M$19.3M+$787.9K2026-10-21
Fermata Advisors, LLC
DECREASED57,81862,480-4,662-7%$18.1M$19.3M+$1.2M2026-10-13
Bell Bank
INCREASED57,77857,147+631+1%$16.5M$19.2M+$2.7M2026-10-21
Prudent Man Advisors, LLC
INCREASED57,73848,371+9,367+19%$14.1M$19.4M+$5.3M2026-11-03
Capital Advisors Wealth Management, LLC
DECREASED57,68858,173-485-1%$16.8M$19.2M+$2.4M2026-10-09
VCI Wealth Management LLC
DECREASED57,65659,098-1,442-2%$17.1M$19.2M+$2.1M2026-10-29
NovaPoint Capital, LLC
DECREASED57,65559,151-1,496-3%$17.1M$19.2M+$2.1M2026-10-22
Wealth Dimensions Group, Ltd.
DECREASED57,60460,690-3,086-5%$17.6M$19.2M+$1.6M2026-11-02
Orca Wealth Management, LLC
INCREASED57,60457,540+64+0%$16.6M$19.2M+$2.5M2026-10-14
State of Wyoming
INCREASED57,42648,753+8,673+18%$14.1M$19.1M+$5.0M2026-10-28
Investment Partners, Ltd.
INCREASED57,33235,469+21,863+62%$10.3M$19.1M+$8.8M2026-10-29
Consolidated Capital Management, LLC
DECREASED57,22757,381-1540%$16.6M$19.1M+$2.5M2026-10-13
Impact Capital Partners LLC
DECREASED57,22261,811-4,589-7%$17.9M$19.1M+$1.2M2026-10-22
Strengthening Families & Communities, LLC
INCREASED57,22156,117+1,104+2%$16.2M$19.1M+$2.8M2026-10-21
Inspire Trust Co, N.A.
DECREASED57,05268,052-11,000-16%$19.7M$19.0M-$692.1K2026-11-05
Excalibur Management Corp
DECREASED57,02558,236-1,211-2%$16.9M$19.0M+$2.1M2026-11-02
Harrington Investments, Inc
DECREASED56,95358,060-1,107-2%$16.8M$19.0M+$2.2M2026-10-14
Gibbs Wealth Management
INCREASED56,90043,397+13,503+31%$12.6M$18.9M+$6.4M2026-10-22
Global Financial Private Client, LLC
INCREASED56,73355,861+872+2%$16.2M$18.9M+$2.7M2026-10-15
Mechanics Financial Corp
DECREASED56,72956,743-140%$16.4M$18.9M+$2.5M2026-11-05
Monarch Capital Management Inc
DECREASED56,64358,407-1,764-3%$16.9M$18.9M+$2.0M2026-10-19
Charles Schwab Trust Co
INCREASED56,43554,258+2,177+4%$15.7M$18.8M+$3.1M2026-10-15
First Business Financial Services, Inc.
DECREASED56,42859,954-3,526-6%$17.3M$18.8M+$1.4M2026-10-29
Lincoln Capital LLC
INCREASED56,41856,302+116+0%$16.3M$18.7M+$2.4M2026-10-09
Lebenthal Global Advisors, LLC
INCREASED56,38953,428+2,961+6%$15.5M$18.8M+$3.3M2026-10-28
Reflection Asset Management
INCREASED56,36356,339+24+0%$16.3M$18.8M+$2.5M2026-10-28
Baron Wealth Management LLC
INCREASED56,34555,142+1,203+2%$16.0M$18.8M+$2.8M2026-10-27
Oarsman Capital, Inc.
INCREASED56,24252,336+3,906+7%$15.1M$18.7M+$3.6M2026-11-05
Armstrong Henry H Associates Inc
DECREASED56,20056,648-448-1%$16.4M$18.7M+$2.3M2026-10-07
Acumen Wealth Advisors, LLC
INCREASED56,18354,217+1,966+4%$15.7M$18.7M+$3.0M2026-11-05
City State Bank
DECREASED56,14257,703-1,561-3%$16.7M$18.7M+$2.0M2026-10-20
Bright Rock Capital Management, LLC
UNCHANGED56,00056,00000%$16.2M$18.6M+$2.4M2026-10-05
Financial Enhancement Group LLC
DECREASED55,88957,272-1,383-2%$16.6M$18.8M+$2.2M2026-10-08
Koa Wealth Management, LLC
DECREASED55,85456,710-856-2%$16.4M$18.6M+$2.2M2026-10-14
Chronos Wealth Management, LLC
DECREASED55,73356,782-1,049-2%$16.4M$18.6M+$2.1M2026-10-20
Chemung Canal Trust Co
DECREASED55,69556,053-358-1%$16.2M$18.5M+$2.3M2026-11-04
Roof Eidam Maycock Peralta, LLC
DECREASED55,69358,015-2,322-4%$16.8M$18.5M+$1.8M2026-10-15
Capital Management Associates, Inc
DECREASED55,68655,983-297-1%$16.2M$18.5M+$2.3M2026-10-20
Asio Capital, LLC
INCREASED55,65955,266+393+1%$16.0M$18.5M+$2.5M2026-10-19
Newman Dignan & Sheerar, Inc.
DECREASED55,65456,497-843-1%$16.3M$18.5M+$2.2M2026-10-21
Gemmer Asset Management LLC
INCREASED55,43055,214+216+0%$16.0M$18.5M+$2.5M2026-10-16
Gables Capital Management Inc.
DECREASED55,37555,865-490-1%$16.2M$18.4M+$2.3M2026-11-04
Hall Laurie J Trustee
DECREASED55,36055,753-393-1%$16.1M$18.4M+$2.3M2026-10-06
Redhawk Wealth Advisors, Inc.
INCREASED55,33555,245+90+0%$16.0M$18.4M+$2.4M2026-10-14
Davidson Trust Co
DECREASED55,26756,498-1,231-2%$16.3M$18.4M+$2.1M2026-10-09
Canopy Partners, LLC
INCREASED55,00053,655+1,345+3%$15.5M$18.3M+$2.8M2026-10-28
O'Brien Greene & Co. Inc
DECREASED54,93855,288-350-1%$16.0M$18.3M+$2.3M2026-11-05
Hartline Investment Corp/
DECREASED54,925206,288-151,363-73%$59.7M$18.3M-$41.4M2026-10-29
Beacon Capital Management, LLC
DECREASED54,92455,120-1960%$15.9M$18.3M+$2.3M2026-10-23
Capital Advantage, Inc.
INCREASED54,88752,049+2,838+5%$15.1M$18.3M+$3.2M2026-10-14
Purus Wealth Management, LLC
DECREASED54,82955,334-505-1%$16.0M$18.3M+$2.2M2026-10-15
Clear Creek Financial Management, LLC
DECREASED54,72574,607-19,882-27%$21.6M$18.2M-$3.4M2026-10-28
Walter Public Investments Inc.
DECREASED54,67261,547-6,875-11%$17.8M$18.2M+$397.6K2026-11-05
Lewis Asset Management, LLC
DECREASED54,64655,429-783-1%$16.0M$18.2M+$2.2M2026-10-14
Quad-Cities Investment Group, LLC
DECREASED54,54655,926-1,380-2%$16.2M$18.2M+$2.0M2026-10-16
Vanguard Capital Wealth Advisors
INCREASED54,49353,924+569+1%$15.6M$18.1M+$2.5M2026-10-16
Pictet North America Advisors SA
INCREASED54,48551,052+3,433+7%$14.8M$18.1M+$3.4M2026-10-21
Solstein Capital, LLC
DECREASED54,47255,347-875-2%$16.0M$18.1M+$2.1M2026-11-02
Parisi Gray Wealth Management
INCREASED54,38454,091+293+1%$15.7M$18.1M+$2.5M2026-10-16
Cadent Capital Advisors, LLC
DECREASED54,32154,442-1210%$15.8M$18.1M+$2.3M2026-10-09
WealthBridge Capital Management, LLC
DECREASED54,31754,692-375-1%$15.8M$18.1M+$2.3M2026-10-16
Leeward Financial Partners, LLC
DECREASED54,16855,191-1,023-2%$16.0M$18.0M+$2.1M2026-10-23
Woodley Farra Manion Portfolio Management Inc
DECREASED54,09554,160-650%$15.7M$18.0M+$2.3M2026-11-05
Signature Wealth Management Partners, LLC
DECREASED54,08754,214-1270%$15.7M$18.0M+$2.3M2026-10-21
Bradley & Co. Private Wealth Management, LLC
DECREASED54,08458,916-4,832-8%$17.0M$18.0M+$963.0K2026-10-23
SmartHarvest Portfolios, LLC
DECREASED54,05659,004-4,948-8%$17.1M$18.0M+$928.4K2026-10-26
Pacifica Partners Inc.
DECREASED53,96656,542-2,576-5%$17.4M$17.8M+$406.6K2026-10-09
Citizens & Northern Corp
INCREASED53,90853,521+387+1%$15.5M$18.0M+$2.5M2026-11-06
Cherokee Insurance Co
UNCHANGED53,90053,90000%$15.6M$17.9M+$2.4M2026-11-05
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED53,60153,60100%$15.5M$17.9M+$2.3M2026-11-06
Amplius Wealth Advisors, LLC
INCREASED53,59848,267+5,331+11%$14.0M$17.8M+$3.9M2026-10-20
Promethium Advisors,llc
DECREASED53,49553,989-494-1%$15.6M$17.8M+$2.2M2026-10-19
Ardent Capital Management, Inc.
DECREASED53,49254,178-686-1%$15.7M$17.8M+$2.1M2026-10-16
Kenora Financial, LLC
DECREASED53,39354,300-907-2%$15.7M$17.8M+$2.1M2026-10-20
Plan A Wealth LLC
INCREASED53,35610,415+42,941+412%$3.0M$17.8M+$14.8M2026-10-08
Inspirion Wealth Advisors, LLC
DECREASED53,01754,564-1,547-3%$16.1M$17.7M+$1.6M2026-10-09
Kaizen Financial Strategies
DECREASED52,89955,579-2,680-5%$16.4M$17.6M+$1.3M2026-10-09
CPC Advisors, LLC
INCREASED52,87037,014+15,856+43%$10.7M$17.6M+$6.9M2026-10-21
Princeton Global Asset Management LLC
DECREASED52,85054,021-1,171-2%$15.6M$17.6M+$2.0M2026-10-21
Syntegra Private Wealth Group, LLC
DECREASED52,77652,784-80%$15.3M$17.6M+$2.3M2026-10-13
Fourpath Capital Management, LLC
DECREASED52,70154,373-1,672-3%$15.7M$17.6M+$1.8M2026-10-19
J.Safra Asset Management Corp
INCREASED52,59734,684+17,913+52%$10.0M$17.5M+$7.5M2026-11-03
Strategy Asset Managers LLC
DECREASED52,59055,075-2,485-5%$15.9M$17.5M+$1.6M2026-10-14
Three Arch Wealth Management LLC
INCREASED52,58152,292+289+1%$15.1M$17.5M+$2.4M2026-10-20
Mount Vernon Associates Inc
DECREASED52,56556,059-3,494-6%$16.2M$17.5M+$1.3M2026-10-26
Seamount Financial Group Inc
DECREASED52,52555,203-2,678-5%$16.0M$17.5M+$1.5M2026-10-21
Alhambra Investment Management LLC
DECREASED52,50552,737-2320%$15.3M$17.5M+$2.2M2026-10-15
Tortoise Investment Management, LLC
INCREASED52,49351,606+887+2%$14.9M$17.5M+$2.5M2026-11-06
Manchester Financial Inc
DECREASED52,41053,337-927-2%$15.4M$17.5M+$2.0M2026-10-15
OMC Financial Services LTD
DECREASED52,330104,952-52,622-50%$30.4M$17.4M-$12.9M2026-10-19
Montchanin Asset Management, LLC
DECREASED52,29052,921-631-1%$15.3M$17.4M+$2.1M2026-11-02
Opal Wealth Advisors, LLC
INCREASED52,04546,669+5,376+12%$13.5M$17.3M+$3.8M2026-10-16
Blodgett Wealth Advisors, LLC
DECREASED52,04556,523-4,478-8%$16.4M$17.3M+$976.6K2026-10-23
Glass Wealth Management Co LLC
INCREASED51,97547,622+4,353+9%$13.8M$17.3M+$3.5M2026-10-28
Somerset Trust Co
DECREASED51,90553,771-1,866-3%$15.6M$17.3M+$1.7M2026-10-13
Mycio Wealth Partners, LLC
UNCHANGED51,74851,74800%$15.0M$17.2M+$2.3M2026-11-04
Analyst IMS Investment Management Services Ltd.
DECREASED51,74453,600-1,856-3%$15.5M$17.2M+$1.7M2026-11-05
Richards, Merrill & Peterson, Inc.
DECREASED51,59953,074-1,475-3%$15.4M$17.2M+$1.8M2026-10-19
Prosperitas Financial LLC
INCREASED51,58950,656+933+2%$14.7M$17.2M+$2.5M2026-10-28
Dagco, Inc.
INCREASED51,54251,238+304+1%$14.8M$17.2M+$2.3M2026-10-20
PW Nova Financial Services LLC
DECREASED51,53454,342-2,808-5%$15.7M$17.2M+$1.4M2026-10-15
Abacus Planning Group, Inc.
INCREASED51,53051,499+31+0%$14.9M$17.2M+$2.3M2026-11-02
Atticus Wealth Management, LLC
INCREASED51,29048,843+2,447+5%$14.1M$17.1M+$2.9M2026-10-20
Integral Investment Advisors, Inc.
DECREASED51,22651,904-678-1%$15.0M$17.1M+$2.0M2026-11-03
Abundance Wealth Counselors
DECREASED51,19851,872-674-1%$15.0M$17.0M+$2.0M2026-10-26
Clay Northam Wealth Management, LLC
DECREASED51,11851,234-1160%$14.8M$17.0M+$2.2M2026-10-13
Fortis Group Advisors, LLC
INCREASED51,05748,743+2,314+5%$14.1M$17.5M+$3.4M2026-11-06
Ballast, Inc.
INCREASED51,02850,867+161+0%$14.7M$17.0M+$2.3M2026-10-20
High Net Worth Advisory Group LLC
DECREASED51,01851,419-401-1%$14.9M$17.0M+$2.1M2026-10-26
Carderock Capital Management Inc
DECREASED50,96351,909-946-2%$15.0M$17.0M+$2.0M2026-10-22
Fire Capital Management LLC
INCREASED50,85927,988+22,871+82%$8.1M$16.9M+$8.8M2026-10-27
DMC Group, LLC
DECREASED50,82351,176-353-1%$14.8M$16.9M+$2.1M2026-10-26
Oslo Pensjonsforsikring AS
INCREASED50,75249,761+991+2%$14.4M$16.9M+$2.5M2026-10-15
Waterfront Wealth Inc.
DECREASED50,64353,949-3,306-6%$17.0M$17.2M+$170.6K2026-11-03
Sonata Capital Group Inc
DECREASED50,52553,424-2,899-5%$15.5M$16.8M+$1.4M2026-10-19
LongView Wealth Management
DECREASED50,45251,737-1,285-2%$15.0M$16.8M+$1.8M2026-10-19
Flagship Capital Management Inc.
DECREASED50,43351,020-587-1%$14.8M$16.8M+$2.0M2026-10-20
Myriad Asset Management Advisors LLC
DECREASED50,39855,818-5,420-10%$16.2M$16.8M+$633.0K2026-11-03
Financial Insights, Inc.
INCREASED50,34249,296+1,046+2%$14.3M$16.8M+$2.5M2026-10-27
D'Orazio & Associates, Inc.
INCREASED50,15345,622+4,531+10%$13.2M$16.7M+$3.5M2026-11-04
Revisor Wealth Management LLC
DECREASED50,13252,626-2,494-5%$15.2M$17.1M+$1.9M2026-10-20
Enterprise Financial Services Corp
INCREASED50,06249,821+241+0%$14.4M$16.7M+$2.3M2026-11-03
Wealth Management Partners, LLC
DECREASED50,04750,608-561-1%$14.6M$16.7M+$2.0M2026-10-21
Navigation Group, LLC
DECREASED50,03755,070-5,033-9%$15.9M$16.7M+$728.3K2026-10-28
Horizon Wealth Management, LLC
INCREASED50,03449,814+220+0%$14.4M$16.7M+$2.2M2026-11-02
626 Financial, LLC
INCREASED50,01049,961+49+0%$14.5M$16.7M+$2.2M2026-11-04
DeDora Capital, Inc.
DECREASED49,86153,531-3,670-7%$15.5M$16.6M+$1.1M2026-10-26
Greg Jennings, LLC
NEW49,836—+49,836——$16.6M—2026-10-19
Brown, Lisle Ings, Inc.
DECREASED49,74249,905-1630%$14.4M$16.6M+$2.1M2026-10-16
SYM Financial Corp
INCREASED49,72647,836+1,890+4%$13.8M$16.6M+$2.7M2026-10-26
Financial Security Advisor, Inc.
DECREASED49,71350,932-1,219-2%$14.7M$16.6M+$1.8M2026-11-03
EPG Wealth Management LLC
DECREASED49,58754,655-5,068-9%$15.8M$16.5M+$698.5K2026-11-03
Bourgeon Capital Management LLC
DECREASED49,53550,069-534-1%$14.5M$16.5M+$2.0M2026-10-19
CGN Advisors LLC
DECREASED49,51751,412-1,895-4%$14.9M$16.5M+$1.6M2026-10-21
Old Second National Bank of Aurora
DECREASED49,51653,905-4,389-8%$15.6M$16.5M+$891.9K2026-10-22
Lynch & Associates
DECREASED49,51549,640-1250%$14.4M$16.5M+$2.1M2026-10-13
Scissortail Wealth Management, LLC
INCREASED49,50747,564+1,943+4%$13.8M$16.5M+$2.7M2026-11-03
St. Johns Investment Management Company, LLC
DECREASED49,43650,243-807-2%$14.5M$16.5M+$1.9M2026-10-30
Smallwood Wealth Investment Management, LLC
INCREASED49,42045,493+3,927+9%$13.2M$16.5M+$3.3M2026-10-30
Riggs Asset Managment Co. Inc.
INCREASED49,41548,827+588+1%$14.1M$16.5M+$2.3M2026-11-05
Sun Group Wealth Partners
DECREASED49,40249,745-343-1%$14.4M$16.5M+$2.1M2026-10-26
Carmel Capital Management L.L.C.
DECREASED49,38749,612-2250%$14.4M$16.4M+$2.1M2026-10-30
Pflug Koory, LLC
DECREASED49,37549,984-609-1%$14.5M$16.4M+$2.0M2026-10-26
Trail Ridge Investment Advisors, LLC
DECREASED49,35549,519-1640%$14.3M$16.4M+$2.1M2026-10-16
Sawyer & Company, Inc
DECREASED49,32150,402-1,081-2%$14.6M$16.4M+$1.8M2026-10-21
Atlantic Edge Private Wealth Management, LLC
INCREASED49,32046,587+2,733+6%$13.5M$16.4M+$2.9M2026-10-20
Chris Bulman Inc
DECREASED49,30849,519-2110%$14.3M$16.4M+$2.1M2026-10-20
Beacon Financial Group
INCREASED49,24445,697+3,547+8%$13.2M$16.4M+$3.2M2026-10-19
Wealth Advisory Solutions, LLC
DECREASED49,13449,424-290-1%$14.3M$16.4M+$2.1M2026-10-20
Goodman Advisory Group, LLC
INCREASED49,12042,107+7,013+17%$12.2M$16.4M+$4.2M2026-11-02
Bonness Enterprises Inc
UNCHANGED49,07049,07000%$14.2M$16.3M+$2.1M2026-10-08
Hanson & Doremus Investment Management
INCREASED48,98946,676+2,313+5%$13.5M$16.3M+$2.8M2026-10-16
Sculati Wealth Management, LLC
DECREASED48,93849,099-1610%$16.4M$16.7M+$300.2K2026-10-19
First Heartland Consultants, Inc.
DECREASED48,85750,235-1,378-3%$14.5M$16.3M+$1.7M2026-10-08
Rossby Financial, LCC
INCREASED48,81033,562+15,248+45%$9.7M$16.3M+$6.5M2026-11-05
Able Financial Group, LLC
INCREASED48,79446,509+2,285+5%$13.5M$16.2M+$2.8M2026-10-14
Vista Investment Partners LLC
DECREASED48,74548,818-730%$14.1M$16.2M+$2.1M2026-10-08
Montgomery Investment Management Inc
DECREASED48,72548,980-255-1%$14.2M$16.2M+$2.1M2026-10-26
jvl associates llc
INCREASED48,66548,243+422+1%$14.0M$16.2M+$2.2M2026-10-09
Agate Pass Investment Management, LLC
INCREASED48,63447,267+1,367+3%$13.7M$16.2M+$2.5M2026-10-20
Rubicon Advisors, GP
DECREASED48,62448,674-500%$14.1M$16.2M+$2.1M2026-10-23
NewSquare Capital LLC
INCREASED48,59745,187+3,410+8%$13.1M$16.2M+$3.1M2026-11-06
IVC Wealth Advisors LLC
DECREASED48,46854,919-6,451-12%$15.9M$16.1M+$249.5K2026-10-23
Wealth Group, Ltd.
DECREASED48,420204,571-156,151-76%$59.2M$16.1M-$43.1M2026-10-30
Shum Financial Group, Inc.
DECREASED48,39449,101-707-1%$14.2M$16.1M+$1.9M2026-10-13
Norris Perne & French LLP
DECREASED48,36862,373-14,005-22%$18.0M$16.1M-$1.9M2026-10-23
TLW Wealth Management, LLC
INCREASED48,32947,895+434+1%$13.9M$16.1M+$2.2M2026-10-27
Wealth Alliance Advisory Group, LLC
INCREASED48,28746,992+1,295+3%$13.6M$16.1M+$2.5M2026-10-14
Pettinga Financial Advisors LLC
DECREASED48,26849,278-1,010-2%$14.3M$16.1M+$1.8M2026-10-13
Midland Wealth Advisors, LLC
DECREASED48,19751,679-3,482-7%$15.0M$16.1M+$1.1M2026-10-26
Cordgrass Capital Advisors, LLC
DECREASED48,17048,190-200%$13.9M$16.0M+$2.1M2026-10-30
Woodward Diversified Capital, LLC
DECREASED48,07048,916-846-2%$14.2M$16.0M+$1.9M2026-10-21
Virtue Capital Management, LLC
INCREASED47,95345,113+2,840+6%$13.1M$16.0M+$2.9M2026-10-29
Ervin Investment Management, LLC
DECREASED47,94748,875-928-2%$14.1M$16.0M+$1.8M2026-10-23
One Day In July LLC
DECREASED47,78548,488-703-1%$14.0M$15.9M+$1.9M2026-10-30
Royal Fund Management, LLC
INCREASED47,66645,922+1,744+4%$13.3M$15.9M+$2.6M2026-10-22
Arbor Investment Advisors, LLC
INCREASED47,43545,091+2,344+5%$13.0M$15.8M+$2.7M2026-10-26
Insight Wealth Strategies, LLC
INCREASED47,43247,318+114+0%$13.9M$15.8M+$1.9M2026-10-09
Sage Rhino Capital LLC
INCREASED47,39642,047+5,349+13%$12.2M$15.8M+$3.6M2026-10-28
Thomas Story & SON LLC
DECREASED47,39047,450-600%$13.7M$15.8M+$2.1M2026-10-13
Eagle Capital Management, LLC
DECREASED47,36049,426-2,066-4%$14.3M$15.8M+$1.5M2026-10-19
Poehling Capital Management, Inc.
INCREASED47,26747,180+87+0%$13.7M$15.7M+$2.1M2026-10-20
BKM Wealth Management, LLC
INCREASED47,22645,360+1,866+4%$13.1M$15.7M+$2.6M2026-10-22
Castle Rock Wealth Management, LLC
DECREASED47,04253,494-6,452-12%$15.7M$15.7M-$52.8K2026-10-09
Investment Advisory Services Inc
INCREASED47,02646,250+776+2%$13.4M$15.7M+$2.3M2026-10-27
Buckhead Capital Management LLC
DECREASED47,00650,312-3,306-7%$14.6M$15.7M+$1.1M2026-11-03
North Growth Management Ltd.
INCREASED47,00046,000+1,000+2%$13.4M$15.6M+$2.2M2026-10-20
Lincoln Capital Corp
DECREASED46,92350,719-3,796-7%$14.7M$15.6M+$950.4K2026-10-13
First Affirmative Financial Network
NEW46,919—+46,919——$15.6M—2026-10-21
Jones Kertz & Associates, Inc.
DECREASED46,87449,595-2,721-5%$14.4M$15.6M+$1.3M2026-10-28
World Equity Group, Inc.
DECREASED46,84876,949-30,101-39%$22.3M$15.6M-$6.7M2026-10-14
Marino, Stram & Associates LLC
INCREASED46,71846,551+167+0%$13.5M$15.6M+$2.1M2026-10-22
Financial Synergies Wealth Advisors, Inc.
INCREASED46,70043,243+3,457+8%$12.5M$15.6M+$3.0M2026-10-16
Sheets Smith Wealth Management
DECREASED46,64251,597-4,955-10%$14.9M$15.5M+$602.6K2026-10-16
Joseph P. Lucia & Associates, LLC
INCREASED46,48545,874+611+1%$13.3M$15.5M+$2.2M2026-10-30
Rede Wealth, LLC
DECREASED46,46746,985-518-1%$13.6M$15.5M+$1.9M2026-10-22
Coston, McIsaac & Partners
DECREASED46,45450,410-3,956-8%$14.6M$15.5M+$885.4K2026-11-06
Amarillo National Bank
DECREASED46,42246,481-590%$13.4M$15.5M+$2.0M2026-10-23
Carnegie Lake Advisors LLC
DECREASED46,41047,826-1,416-3%$13.8M$15.5M+$1.6M2026-11-06
Freedom Financial Partners LLC
DECREASED46,31047,114-804-2%$13.6M$15.4M+$1.8M2026-10-19
Nordwand Advisors, LLC
DECREASED46,28346,488-2050%$13.5M$15.4M+$2.0M2026-11-05
HBW Advisory Services LLC
DECREASED46,28249,943-3,661-7%$14.5M$15.4M+$961.4K2026-10-15
MTM Investment Management, LLC
INCREASED46,22746,086+141+0%$13.3M$15.4M+$2.1M2026-10-30
Allied Investment Advisors, LLC
DECREASED46,20647,590-1,384-3%$13.8M$15.4M+$1.6M2026-10-13
Weaver Capital Management LLC
INCREASED46,14639,390+6,756+17%$10.0M$15.4M+$5.4M2026-10-15
Avalon Capital Management
DECREASED46,11546,166-510%$13.4M$15.4M+$2.0M2026-11-04
Eukles Asset Management
DECREASED46,07446,401-327-1%$13.4M$15.3M+$1.9M2026-11-04
Summit Financial Wealth Advisors, LLC
DECREASED46,05246,283-2310%$13.4M$15.3M+$1.9M2026-10-15
Hamilton Capital, LLC
INCREASED45,98745,485+502+1%$13.2M$15.3M+$2.2M2026-10-08
Mcdonald Partners LLC
DECREASED45,81146,343-532-1%$13.4M$15.3M+$1.8M2026-11-03
Maxi Investments CY Ltd
DECREASED45,80048,500-2,700-6%$14.0M$15.3M+$1.2M2026-10-26
Income Insurance Ltd
INCREASED45,73745,617+120+0%$13.2M$15.2M+$2.0M2026-10-21
Torray Investment Partners LLC
DECREASED45,68648,366-2,680-6%$14.0M$15.2M+$1.2M2026-10-30
Stokes Capital Advisors, LLC
DECREASED45,63546,047-412-1%$13.3M$15.2M+$1.9M2026-10-09
Cross Staff Investments Inc
DECREASED45,58746,262-675-1%$13.4M$15.2M+$1.8M2026-10-22
Walled Lake Planning & Wealth Management, LLC
DECREASED45,55146,928-1,377-3%$13.6M$15.2M+$1.6M2026-10-29
Security Financial Services, Inc.
DECREASED45,47045,484-140%$13.2M$15.1M+$2.0M2026-10-29
Kingsman Wealth Management, Inc.
INCREASED45,44940,274+5,175+13%$11.7M$15.1M+$3.5M2026-10-13
Spinnaker Investment Group, LLC
DECREASED45,38246,933-1,551-3%$13.6M$15.1M+$1.5M2026-10-13
Hengehold Capital Management LLC
INCREASED45,30432,637+12,667+39%$9.4M$15.1M+$5.6M2026-10-16
Urban Wealth Management, LLC
DECREASED45,24848,438-3,190-7%$14.0M$15.1M+$1.1M2026-10-21
Searcy Financial Services Inc
DECREASED45,19246,910-1,718-4%$13.6M$15.0M+$1.5M2026-10-07
Baker Ellis Asset Management LLC
DECREASED45,00845,303-295-1%$13.1M$15.0M+$1.9M2026-10-14
Sitrin Capital Management LLC
DECREASED44,96244,998-360%$13.0M$15.0M+$2.0M2026-10-19
Antonelli Financial Advisors, LLC
DECREASED44,92545,274-349-1%$13.1M$15.0M+$1.9M2026-10-13
Horst & Graben Wealth Management LLC
DECREASED44,80545,621-816-2%$13.4M$14.9M+$1.5M2026-11-02
Kohmann Bosshard Financial Services, LLC
DECREASED44,80346,344-1,541-3%$13.4M$14.9M+$1.5M2026-11-04
Central Valley Advisors, LLC
DECREASED44,78654,148-9,362-17%$15.7M$14.9M-$753.8K2026-10-27
Eastover Investment Advisors LLC
DECREASED44,61946,809-2,190-5%$13.5M$14.9M+$1.3M2026-10-05
Centerpoint Advisors, LLC
INCREASED44,61343,574+1,039+2%$12.6M$14.9M+$2.2M2026-11-05
Fairvoy Private Wealth, LLC
INCREASED44,57643,551+1,025+2%$12.6M$14.8M+$2.2M2026-10-19
Madrona Financial Services, LLC
INCREASED44,57339,614+4,959+13%$11.5M$14.8M+$3.4M2026-10-23
Grandview Asset Management LLC
DECREASED44,54568,935-24,390-35%$19.9M$14.8M-$5.1M2026-10-19
Intact Investment Management Inc.
DECREASED44,48050,400-5,920-12%$14.6M$14.8M+$229.0K2026-11-03
Freedom Day Solutions, LLC
INCREASED44,37643,149+1,227+3%$12.5M$14.8M+$2.3M2026-10-20
1900 Wealth Management LLC
INCREASED44,36241,097+3,265+8%$11.9M$14.8M+$2.9M2026-10-13
Blueprint Financial Advisors LLC
INCREASED44,34444,178+166+0%$12.8M$14.8M+$2.0M2026-10-28
Providence Wealth Advisors, LLC
DECREASED44,34444,396-520%$13.6M$14.8M+$1.2M2026-10-29
ASK Capital Investment Managers, LLC
NEW44,316—+44,316——$14.8M—2026-10-14
LCM Capital Management Inc
DECREASED44,28044,726-446-1%$12.9M$14.7M+$1.8M2026-10-20
Rydar Equities, Inc.
DECREASED44,14744,366-2190%$14.7M$14.9M+$185.7K2026-10-13
Abel Hall, LLC
INCREASED44,14538,715+5,430+14%$11.2M$14.7M+$3.5M2026-10-19
Mitchell Sinkler & Starr
DECREASED44,07744,257-1800%$12.8M$14.7M+$1.9M2026-10-13
BridgePort Financial Solutions, LLC
DECREASED44,05644,294-238-1%$12.8M$14.7M+$1.9M2026-11-02
Summit Asset Management, LLC
INCREASED44,03444,030+4+0%$12.7M$14.7M+$1.9M2026-11-05
Granite Islands Private Wealth, LLC
INCREASED43,94535,153+8,792+25%$10.1M$14.6M+$4.5M2026-10-16
Towne Trust Company, N.a
DECREASED43,93344,786-853-2%$13.0M$14.6M+$1.7M2026-10-28
Leo Wealth, LLC
NEW43,880—+43,880——$14.6M—2026-10-26
Financial Council, LLC
INCREASED43,81043,485+325+1%$12.6M$14.6M+$2.0M2026-11-02
Legacy Edge Advisors, LLC
INCREASED43,77543,351+424+1%$12.5M$14.6M+$2.0M2026-11-06
Reliant Investment Management, LLC
INCREASED43,70243,367+335+1%$12.5M$14.6M+$2.0M2026-10-14
Cherry Creek Investment Advisors, Inc.
DECREASED43,58943,954-365-1%$12.7M$14.5M+$1.8M2026-10-14
Investmark Advisory Group LLC
INCREASED43,38342,460+923+2%$12.3M$14.4M+$2.2M2026-10-27
Valley Brook Capital Group, Inc.
DECREASED43,37343,403-300%$12.6M$14.4M+$1.9M2026-10-26
Integris Wealth Management, LLC
INCREASED43,36743,103+264+1%$12.5M$14.4M+$2.0M2026-10-14
Yoder Wealth Management, Inc.
DECREASED43,23344,251-1,018-2%$12.8M$14.4M+$1.6M2026-10-13
RDA Financial Network
DECREASED43,20244,367-1,165-3%$12.8M$14.4M+$1.5M2026-10-15
Crane Advisory, LLC
UNCHANGED43,10543,10500%$14.4M$14.3M-$15.8K2026-10-13
Paragon Private Wealth Management, LLC
DECREASED43,01659,987-16,971-28%$17.4M$14.3M-$3.0M2026-10-20
W Advisors, LLC
INCREASED42,73242,042+690+2%$12.2M$14.2M+$2.1M2026-11-02
LFG Wealth Partners, LLC
INCREASED42,55339,303+3,250+8%$11.4M$14.2M+$2.8M2026-10-28
Uhlmann Price Securities, LLC
INCREASED42,49842,342+156+0%$12.3M$14.2M+$1.9M2026-11-03
Genesee Capital Advisors, LLC
DECREASED42,48542,969-484-1%$12.4M$14.1M+$1.7M2026-10-20
First Community Trust NA
INCREASED42,37841,805+573+1%$12.1M$14.1M+$2.0M2026-10-07
Fairfield Financial Advisors, LTD
DECREASED42,35645,756-3,400-7%$13.2M$14.1M+$865.4K2026-10-14
Key Client Fiduciary Advisors, LLC
DECREASED42,34445,444-3,100-7%$13.1M$14.1M+$951.7K2026-10-19
Private Management Group Inc
DECREASED42,21346,882-4,669-10%$13.6M$14.1M+$491.9K2026-11-04
Peoples Financial Services Corp.
DECREASED42,20142,674-473-1%$12.3M$14.1M+$1.7M2026-10-20
GP Brinson Investments LLC
UNCHANGED42,00042,00000%$12.2M$14.0M+$1.8M2026-10-01
New England Research & Management, Inc.
INCREASED41,99941,639+360+1%$12.0M$14.0M+$1.9M2026-10-16
Altura Wealth Advisors Inc.
INCREASED41,95740,782+1,175+3%$11.8M$14.0M+$2.2M2026-10-22
Victrix Investment Advisors
INCREASED41,91441,290+624+2%$11.9M$14.0M+$2.0M2026-10-13
Gould Asset Management LLC
DECREASED41,89542,032-1370%$12.2M$14.0M+$1.8M2026-11-06
Ninety One North America, Inc.
DECREASED41,85444,605-2,751-6%$12.9M$13.9M+$1.0M2026-10-15
Convergence Financial, LLC
DECREASED41,82976,656-34,827-45%$22.2M$13.9M-$8.3M2026-10-27
Bank of Stockton
DECREASED41,79242,295-503-1%$12.2M$13.9M+$1.7M2026-10-20
WealthBridge Investment Counsel Inc.
DECREASED41,79142,401-610-1%$12.3M$13.9M+$1.6M2026-10-13
Stanley-Laman Group, Ltd.
DECREASED41,73042,512-782-2%$12.3M$13.9M+$1.6M2026-10-20
Hilltop National Bank
INCREASED41,72641,066+660+2%$11.9M$13.9M+$2.0M2026-10-14
TFC Financial Management, Inc.
DECREASED41,55241,897-345-1%$12.1M$13.8M+$1.7M2026-10-26
Maryland Capital Advisors Inc.
DECREASED41,47044,262-2,792-6%$12.8M$13.8M+$1.0M2026-10-15
Patriot Investment Management Group, Inc.
DECREASED41,37242,238-866-2%$12.2M$13.8M+$1.6M2026-10-15
Family Capital Trust Co
DECREASED41,35541,459-1040%$12.0M$13.8M+$1.8M2026-10-22
Marathon Capital Management
DECREASED41,25742,655-1,398-3%$12.3M$13.7M+$1.4M2026-10-23
Lederer & Associates Investment Counsel
DECREASED41,14445,733-4,589-10%$13.2M$13.7M+$469.0K2026-10-23
Haven Capital Group, Inc.
INCREASED41,12340,976+147+0%$11.9M$13.7M+$1.8M2026-10-13
Colonial River Investments, LLC
DECREASED41,00745,722-4,715-10%$13.2M$13.7M+$426.2K2026-10-19
Opinicus Capital, Inc.
DECREASED40,93342,174-1,241-3%$12.2M$13.6M+$1.4M2026-10-28
Lantern Wealth Advisors, LLC
INCREASED40,89839,217+1,681+4%$11.3M$13.6M+$2.3M2026-10-22
My Personal CFO, LLC
INCREASED40,87440,697+177+0%$11.8M$13.6M+$1.8M2026-10-14
Xcel Wealth Management, LLC
DECREASED40,83746,195-5,358-12%$13.4M$13.6M+$232.6K2026-10-26
Grant Private Wealth Management Inc
DECREASED40,81550,308-9,493-19%$14.6M$13.6M-$965.2K2026-10-19
Obsidian CIO, LLC
DECREASED40,73445,170-4,436-10%$13.1M$13.6M+$494.7K2026-11-05
GPM Growth Investors, Inc.
DECREASED40,71141,387-676-2%$12.0M$13.6M+$1.6M2026-10-30
Cohen Investment Advisors LLC
DECREASED40,68240,966-284-1%$11.9M$13.5M+$1.7M2026-10-20
Marion Wealth Management
DECREASED40,62540,913-288-1%$11.8M$13.5M+$1.7M2026-10-22
Cowa, LLC
INCREASED40,54540,128+417+1%$11.6M$13.5M+$1.9M2026-10-30
Sunbeam Capital Management, LLC
DECREASED40,53442,173-1,639-4%$12.2M$13.5M+$1.3M2026-11-05
Wright Wealth LLC
INCREASED40,45940,455+4+0%$11.7M$13.5M+$1.8M2026-10-29
Banyan Capital Management, Inc.
DECREASED40,43640,584-1480%$11.7M$13.5M+$1.7M2026-11-05
White Pine Investment Co
DECREASED40,42040,922-502-1%$11.8M$13.5M+$1.6M2026-10-15
Pine Haven Investment Counsel, Inc
DECREASED40,39740,589-1920%$11.7M$13.5M+$1.7M2026-11-02
Thompson Investment Management, Inc.
DECREASED40,37842,622-2,244-5%$12.3M$13.4M+$1.1M2026-10-14
Atlas Private Wealth Advisors
DECREASED40,32141,170-849-2%$11.9M$13.4M+$1.5M2026-10-23
Polaris Financial Partners
NEW40,278—+40,278——$13.6K—2026-10-02
Trilogy Capital Inc.
INCREASED40,24240,060+182+0%$11.6M$13.4M+$1.8M2026-10-20
Stiles Financial Services Inc
DECREASED40,14440,972-828-2%$11.9M$13.4M+$1.5M2026-10-30
Artemis Wealth Advisors, LLC
INCREASED40,09639,684+412+1%$11.5M$13.4M+$1.9M2026-11-05
Strong Tower Advisory Services
DECREASED40,00241,062-1,060-3%$11.9M$13.3M+$1.4M2026-10-13
Ellsworth Advisors, LLC
DECREASED39,99046,635-6,645-14%$15.3M$13.3M-$2.0M2026-10-15
SC&H Financial Advisors, Inc.
DECREASED39,84340,034-1910%$11.6M$13.3M+$1.7M2026-10-14
Boltwood Capital Management
INCREASED39,74938,842+907+2%$11.2M$13.2M+$2.0M2026-10-02
Northwest Wealth Management, LLC
INCREASED39,71839,258+460+1%$11.4M$13.2M+$1.9M2026-10-30
D.B. Root & Company, LLC
INCREASED39,71039,618+92+0%$11.5M$13.2M+$1.8M2026-11-04
Lynch Asset Management, Inc.
UNCHANGED39,70039,70000%$11.5M$13.2M+$1.7M2026-10-28
Processus Wealth & Capital Management, LLC
DECREASED39,68040,099-419-1%$11.6M$13.2M+$1.6M2026-10-16
Sunpointe, LLC
DECREASED39,66140,708-1,047-3%$11.8M$13.2M+$1.4M2026-10-22
Triton Wealth Management, Pllc
INCREASED39,65339,208+445+1%$12.3M$13.1M+$826.1K2026-11-04
Register Financial Advisors LLC
INCREASED39,62539,459+166+0%$11.4M$13.2M+$1.8M2026-10-23
Tempus Wealth Planning, LLC
INCREASED39,53435,679+3,855+11%$10.3M$13.2M+$2.8M2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED39,49844,692-5,194-12%$12.9M$13.2M+$221.6K2026-11-04
G2 Capital Management, LLC / OH
INCREASED39,46239,396+66+0%$11.4M$13.1M+$1.7M2026-10-23
Heirloom Wealth Management
DECREASED39,34562,447-23,102-37%$18.1M$13.1M-$5.0M2026-10-14
Tred Avon Family Wealth, LLC
DECREASED39,15839,689-531-1%$11.5M$13.0M+$1.6M2026-10-20
Abound Wealth Management
INCREASED39,14438,371+773+2%$11.1M$13.0M+$1.9M2026-10-26
Aurora Investment Managers, Llc.
DECREASED39,07139,502-431-1%$11.4M$13.0M+$1.6M2026-10-15
DT Investment Partners, LLC
INCREASED39,07038,686+384+1%$11.2M$13.0M+$1.8M2026-10-27
Oxler Private Wealth LLC
DECREASED39,06739,807-740-2%$11.5M$13.0M+$1.5M2026-10-21
RWQ Financial Management Services, Inc.
INCREASED39,05634,661+4,395+13%$10.0M$13.0M+$3.0M2026-10-19
Marathon Wealth Advisors LLC
DECREASED39,00039,328-328-1%$11.4M$13.0M+$1.6M2026-11-04
Eagle Bay Advisors LLC
DECREASED38,98739,904-917-2%$11.5M$13.0M+$1.4M2026-10-16
Schneider Downs Wealth Management Advisors, LP
INCREASED38,97636,791+2,185+6%$10.6M$13.0M+$2.3M2026-10-27
Weaver Consulting Group
INCREASED38,96138,361+600+2%$11.1M$13.0M+$1.9M2026-10-07
Alkeme Wealth, LLC
DECREASED38,91339,531-618-2%$11.4M$13.0M+$1.5M2026-10-08
Cromwell Holdings LLC
DECREASED38,82340,661-1,838-5%$11.8M$12.9M+$1.2M2026-10-28
Norway Savings Bank
DECREASED38,77939,545-766-2%$11.4M$12.9M+$1.5M2026-10-20
Founders Capital Management
DECREASED38,76539,199-434-1%$11.3M$12.9M+$1.6M2026-10-13
Tranquility Partners, LLC
DECREASED38,75740,181-1,424-4%$11.6M$12.9M+$1.3M2026-10-20
Pines Wealth Management, LLC
DECREASED38,64640,242-1,596-4%$11.6M$12.9M+$1.2M2026-10-21
Contravisory Investment Management, Inc.
INCREASED38,62237,980+642+2%$11.0M$12.9M+$1.9M2026-10-13
Whelan Financial
INCREASED38,55334,631+3,922+11%$10.0M$12.8M+$2.8M2026-10-28
Burton Enright Welch
INCREASED38,42033,722+4,698+14%$9.8M$12.8M+$3.0M2026-11-04
Bull Street Advisors, LLC
INCREASED38,37138,241+130+0%$11.1M$12.8M+$1.7M2026-10-20
Beutel, Goodman & Co Ltd.
DECREASED38,36040,549-2,189-5%$11.7M$12.8M+$1.0M2026-11-04
Ascentis Wealth Management, LLC
INCREASED38,30533,811+4,494+13%$9.8M$12.8M+$3.0M2026-11-03
Westwood Wealth Management
DECREASED38,06740,955-2,888-7%$11.9M$12.7M+$826.3K2026-10-29
Black Diamond Financial, LLC
INCREASED37,89237,747+145+0%$10.9M$12.6M+$1.7M2026-10-26
General Partner, Inc.
DECREASED37,88047,055-9,175-19%$13.6M$12.6M-$1.0M2026-10-05
Eagle Strategies LLC
INCREASED37,88037,566+314+1%$10.9M$12.6M+$1.7M2026-10-16
Balefire, LLC
INCREASED37,87228,714+9,158+32%$8.3M$12.6M+$4.3M2026-10-09
Bell Investment Advisors, Inc
INCREASED37,77536,423+1,352+4%$10.5M$12.6M+$2.0M2026-10-29
Northcape Wealth Management, LLC
DECREASED37,77538,644-869-2%$11.2M$12.6M+$1.4M2026-11-04
Ellerson Group Inc
DECREASED37,76439,875-2,111-5%$11.5M$12.5M+$995.6K2026-11-04
Leelyn Smith, LLC
INCREASED37,72937,576+153+0%$10.9M$12.6M+$1.7M2026-11-03
Merrion Investment Management Co, LLC
DECREASED37,71237,797-850%$10.9M$12.6M+$1.6M2026-10-16
Garner Asset Management Corp
DECREASED37,70739,058-1,351-3%$11.3M$13.0M+$1.7M2026-10-30
XXI Wealth, LLC
INCREASED37,67334,600+3,073+9%$10.0M$12.5M+$2.5M2026-10-22
NavPoint Financial, Inc.
DECREASED37,55937,730-1710%$10.9M$12.5M+$1.6M2026-10-21
Hoertkorn Richard Charles
DECREASED37,48938,699-1,210-3%$11.2M$12.5M+$1.3M2026-11-04
Merrithew & Thorsten Inc
INCREASED37,48936,331+1,158+3%$10.5M$12.5M+$2.0M2026-11-06
Lakeshore Financial Planning, Inc.
DECREASED37,43337,537-1040%$10.9M$12.5M+$1.6M2026-10-13
Family Legacy, Inc.
DECREASED37,42537,693-268-1%$10.9M$12.5M+$1.6M2026-10-13
Cottage Street Advisors LLC
DECREASED37,40639,159-1,753-4%$11.4M$12.5M+$1.1M2026-10-19
Morling Financial Advisors, LLC
DECREASED37,39738,576-1,179-3%$11.2M$12.5M+$1.3M2026-10-28
SLT Holdings LLC
DECREASED37,32739,025-1,698-4%$11.3M$12.4M+$1.1M2026-10-15
Legacy Financial Group, Inc.
INCREASED37,32137,281+40+0%$10.8M$12.4M+$1.6M2026-10-21
CMG Global Holdings, LLC
DECREASED37,27538,298-1,023-3%$11.1M$12.4M+$1.3M2026-10-14
Capital Advisors, Ltd. LLC
INCREASED37,25236,703+549+2%$10.6M$12.4M+$1.8M2026-10-27
Elmwood Wealth Management, Inc.
INCREASED37,23336,896+337+1%$10.7M$12.4M+$1.7M2026-10-14
Meritas Wealth Management, LLC
INCREASED37,23036,682+548+1%$10.6M$12.4M+$1.8M2026-10-14
Eclectic Associates Inc
DECREASED37,20443,063-5,859-14%$12.5M$12.4M-$70.9K2026-10-09
Triasima Portfolio Management inc.
INCREASED37,15136,826+325+1%$10.7M$12.4M+$1.7M2026-10-15
ANB Bank
DECREASED37,13437,933-799-2%$11.0M$12.4M+$1.4M2026-10-09
Richard P Slaughter Associates Inc
DECREASED37,10941,747-4,638-11%$12.1M$12.4M+$278.0K2026-10-13
Beacon Financial Advisory LLC
INCREASED37,10036,429+671+2%$10.5M$12.4M+$1.8M2026-10-16
PCG Asset Management, LLC
INCREASED37,06018,207+18,853+104%$5.3M$12.3M+$7.1M2026-11-05
Deseret Mutual Benefit Administrators
DECREASED37,00738,315-1,308-3%$11.1M$12.3M+$1.2M2026-11-04
Pinnacle Bancorp, Inc.
DECREASED36,99537,215-220-1%$10.8M$12.3M+$1.6M2026-10-21
Howard Wealth Management, LLC
DECREASED36,87436,980-1060%$10.7M$12.3M+$1.6M2026-10-28
Roan Capital Partners
INCREASED36,7813,074+33,707+1097%$889.5K$12.2M+$11.4M2026-10-09
Evolution Wealth Advisors, LLC
INCREASED36,77832,952+3,826+12%$9.5M$12.2M+$2.7M2026-11-03
Patrick M Sweeney & Associates, Inc
DECREASED36,77136,829-580%$10.7M$12.2M+$1.6M2026-10-22
McAlister, Sweet & Associates, Inc.
DECREASED36,71536,940-225-1%$10.7M$12.2M+$1.5M2026-10-07
AUA Capital Management, LLC
UNCHANGED36,71336,71300%$10.6M$12.2M+$1.6M2026-10-15
Rahlfs Capital, LLC
DECREASED36,62037,020-400-1%$10.7M$12.2M+$1.5M2026-10-23
Cane Capital Partners, LLC
DECREASED36,57537,318-743-2%$10.8M$12.2M+$1.4M2026-10-23
Marin Bay Wealth Advisors, LLC
DECREASED36,48636,630-1440%$10.6M$12.2M+$1.6M2026-10-28
Founders Grove Wealth Partners, LLC
DECREASED36,47237,192-720-2%$10.8M$12.1M+$1.4M2026-10-16
Greystone Financial Group, LLC
DECREASED36,42037,764-1,344-4%$10.9M$12.1M+$1.2M2026-10-26
Colton Groome Financial Advisors, LLC
INCREASED36,37332,923+3,450+10%$9.5M$12.1M+$2.6M2026-10-06
Capstone Wealth Management Group, Inc.
DECREASED36,35736,976-619-2%$10.7M$12.1M+$1.4M2026-10-19
ROI Financial Advisors, LLC
DECREASED36,35637,352-996-3%$10.8M$12.1M+$1.3M2026-10-19
Acorn Financial Advisory Services Inc
DECREASED36,25042,165-5,915-14%$12.2M$12.1M-$128.5K2026-11-02
Signature Equity Partners, LLC
INCREASED36,14334,004+2,139+6%$9.8M$12.0M+$2.2M2026-10-29
TrustBank
DECREASED36,13337,226-1,093-3%$10.8M$12.0M+$1.3M2026-10-20
Park State Asset Management
DECREASED36,12538,910-2,785-7%$11.3M$12.0M+$771.4K2026-11-02
William Allan Corp
DECREASED36,12536,467-342-1%$10.6M$12.0M+$1.5M2026-10-14
Hudson Canyon Capital Management
DECREASED36,09838,613-2,515-7%$11.2M$12.0M+$848.3K2026-11-04
Clarus Group, Inc.
DECREASED36,01236,561-549-1%$10.6M$12.0M+$1.4M2026-10-21
Montz Harcus Wealth Management LLC
INCREASED35,98734,990+997+3%$10.1M$12.0M+$1.9M2026-10-09
Matisse Capital
DECREASED35,97535,994-190%$10.4M$12.0M+$1.6M2026-10-29
Cornerstone Planning, LLC
INCREASED35,95710,726+25,231+235%$3.1M$10.9M+$7.8M2026-10-27
SWP Financial LLC
DECREASED35,92936,072-1430%$10.4M$12.0M+$1.5M2026-10-23
QTR Family Wealth, LLC
DECREASED35,86036,376-516-1%$10.5M$11.9M+$1.4M2026-11-02
Congress Park Capital LLC
DECREASED35,79336,536-743-2%$10.6M$11.9M+$1.3M2026-10-13
Vaughan David Investments LLC
DECREASED35,71235,756-440%$10.3M$11.9M+$1.5M2026-11-05
Columbus Macro, LLC
DECREASED35,69936,133-434-1%$10.5M$11.9M+$1.4M2026-10-14
Wealth Preservation Advisors, LLC
DECREASED35,64635,982-336-1%$10.4M$11.9M+$1.5M2026-11-05
Centennial Wealth Advisory LLC
INCREASED35,60935,372+237+1%$10.2M$11.9M+$1.6M2026-10-16
tru Independence LLC
INCREASED35,60035,424+176+1%$10.3M$11.9M+$1.6M2026-10-20
Orca Investment Management, LLC
DECREASED35,57935,923-344-1%$10.4M$11.8M+$1.5M2026-10-29
WestHill Financial Advisors, Inc.
DECREASED35,54036,276-736-2%$10.5M$11.8M+$1.3M2026-10-14
Mosley Wealth Management
INCREASED35,48935,299+190+1%$10.2M$12.1M+$1.9M2026-10-16
Xena Financial Planning, LLC
DECREASED35,48236,598-1,116-3%$10.6M$11.8M+$1.2M2026-10-13
Noesis Capital Mangement Corp
INCREASED35,43132,708+2,723+8%$9.5M$11.8M+$2.3M2026-10-26
Matauro, LLC
DECREASED35,43035,677-247-1%$10.3M$11.8M+$1.5M2026-11-03
LifeWealth Investments, LLC
DECREASED35,37339,585-4,212-11%$11.5M$11.8M+$325.5K2026-10-21
Cambridge Advisors Inc.
DECREASED35,29536,530-1,235-3%$10.6M$11.8M+$1.2M2026-10-19
Spirit of America Management Corp
DECREASED35,28235,482-200-1%$10.3M$11.7M+$1.5M2026-10-14
EdgeRock Capital LLC
INCREASED35,27934,565+714+2%$10.0M$11.7M+$1.7M2026-11-03
Madden Securities Corp
INCREASED35,26135,045+216+1%$10.1M$11.7M+$1.6M2026-10-27
Seelaus Asset Management LLC
INCREASED35,25034,365+885+3%$9.9M$11.7M+$1.8M2026-10-14
Maia Wealth LLC
INCREASED35,22032,100+3,120+10%$9.3M$11.7M+$2.4M2026-10-19
Grey Ledge Advisors, LLC
DECREASED35,20235,412-210-1%$10.2M$11.7M+$1.5M2026-11-02
Wealth Quarterback LLC
INCREASED35,16134,685+476+1%$10.0M$11.7M+$1.7M2026-10-20
McHugh Group, LLC
UNCHANGED35,11335,11300%$10.2M$11.7M+$1.5M2026-10-19
Samalin Investment Counsel, LLC
DECREASED35,07535,281-206-1%$10.2M$7.3M-$2.9M2026-10-23
Harfst & Associates, Inc.
INCREASED35,05634,317+739+2%$9.9M$11.7M+$1.7M2026-10-20
Elite Wealth Management, Inc.
DECREASED35,03236,694-1,662-5%$10.6M$11.7M+$1.0M2026-11-03
Commons Capital, LLC
INCREASED35,00134,849+152+0%$10.1M$11.7M+$1.6M2026-11-05
Silvia Mccoll Wealth Management, LLC
DECREASED34,90835,057-1490%$10.1M$11.6M+$1.5M2026-10-07
Pecaut & Co.
DECREASED34,90535,616-711-2%$10.3M$11.6M+$1.3M2026-10-27
Cathy Pareto & Associates, Inc
DECREASED34,79134,846-550%$10.1M$11.6M+$1.5M2026-10-15
Landmark Wealth Management, Inc.
UNCHANGED34,75734,75700%$10.1M$11.6M+$1.5M2026-11-04
Lighthouse Financial Services Inc
DECREASED34,68234,966-284-1%$10.3M$11.5M+$1.3M2026-11-02
Jacobsen Capital Management
INCREASED34,63934,451+188+1%$10.0M$11.5M+$1.6M2026-10-27
Centerline Wealth Advisors, LLC
INCREASED34,61634,607+9+0%$10.0M$11.5M+$1.5M2026-10-15
Variant Private Wealth, LLC
INCREASED34,53934,170+369+1%$9.9M$11.5M+$1.6M2026-10-21
Mirova US LLC
DECREASED34,53740,220-5,683-14%$11.6M$11.5M-$136.5K2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED34,49236,678-2,186-6%$10.6M$11.5M+$873.4K2026-10-26
Values Added Financial LLC
DECREASED34,44435,183-739-2%$10.2M$11.5M+$1.3M2026-10-28
Elevatus Welath Management
INCREASED34,44334,432+11+0%$10.0M$11.5M+$1.5M2026-10-19
Lantz Financial LLC
DECREASED34,43134,799-368-1%$10.1M$11.5M+$1.4M2026-10-15
Monument Capital Management
INCREASED34,34234,072+270+1%$9.9M$11.4M+$1.6M2026-10-09
Altman Advisors, Inc.
DECREASED34,31634,736-420-1%$10.1M$11.4M+$1.4M2026-11-05
Trueblood Wealth Management, LLC
DECREASED34,31034,596-286-1%$10.0M$11.4M+$1.4M2026-10-23
Clear Wave Wealth Management LLC
INCREASED34,28432,743+1,541+5%$9.5M$11.4M+$1.9M2026-11-04
Trinity Financial Advisors LLC
DECREASED34,20635,680-1,474-4%$10.3M$11.4M+$1.1M2026-10-09
Rose Capital Advisors LLC
INCREASED34,20027,284+6,916+25%$7.9M$11.4M+$3.5M2026-11-04
Eagle Wealth Advisors LLC
DECREASED34,13434,213-790%$9.9M$11.4M+$1.5M2026-10-20
Aspen Investment Management Inc
DECREASED34,11934,299-180-1%$9.9M$11.4M+$1.4M2026-11-05
Steel Grove Capital Advisors, LLC
DECREASED34,11235,200-1,088-3%$10.2M$11.4M+$1.2M2026-10-13
Ullmann Wealth Partners Group, LLC
INCREASED34,10431,472+2,632+8%$9.1M$11.4M+$2.3M2026-11-02
Investment Partners Asset Management, Inc.
DECREASED34,07434,369-295-1%$9.9M$11.3M+$1.4M2026-10-09
Ifrah Financial Services, Inc.
DECREASED34,05634,105-490%$9.9M$11.3M+$1.5M2026-10-13
Towercrest Capital Management
INCREASED33,98433,727+257+1%$9.8M$11.3M+$1.6M2026-10-23
Avantra Family Wealth, Inc.
INCREASED33,97231,119+2,853+9%$9.0M$11.3M+$2.3M2026-10-20
Creekside Partners
DECREASED33,86835,966-2,098-6%$10.4M$11.3M+$871.7K2026-11-04
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED33,86733,828+39+0%$11.0M$11.5M+$473.4K2026-10-21
Hudock, Inc.
DECREASED33,85934,988-1,129-3%$10.1M$11.3M+$1.2M2026-10-14
Benchmark Financial Wealth Advisors, LLC
INCREASED33,84432,288+1,556+5%$9.3M$11.3M+$1.9M2026-10-20
Berman McAleer LLC
DECREASED33,83633,965-1290%$9.8M$11.3M+$1.4M2026-10-16
Asset Management Advisors, LLC
DECREASED33,82734,343-516-1%$9.9M$11.3M+$1.3M2026-10-26
Sentinel Pension Advisors, LLC
INCREASED33,81030,990+2,820+9%$10.3M$11.3M+$916.8K2026-11-02
Diversified Portfolios, Inc.
INCREASED33,80733,220+587+2%$9.6M$11.3M+$1.6M2026-11-04
May Hill Capital, LLC
INCREASED33,80131,375+2,426+8%$9.1M$11.3M+$2.2M2026-11-03
Banque de Luxembourg S.A.
DECREASED33,79936,783-2,984-8%$10.6M$11.3M+$612.2K2026-10-14
Darden Wealth Group Inc
INCREASED33,78833,702+86+0%$9.8M$11.3M+$1.5M2026-11-06
Piscataqua Savings Bank
DECREASED33,78535,558-1,773-5%$10.3M$11.3M+$962.0K2026-10-21
Arlington Trust Co LLC
INCREASED33,67525,230+8,445+33%$7.3M$11.2M+$3.9M2026-10-20
Mainstream Capital Management LLC
DECREASED33,67534,109-434-1%$9.9M$11.2M+$1.3M2026-10-23
Investment Management Trust, LLC
INCREASED33,65332,761+892+3%$9.5M$11.2M+$1.7M2026-11-05
Woodard & Co Asset Management Group Inc
DECREASED33,63234,800-1,168-3%$10.1M$11.2M+$1.1M2026-11-03
Corps Capital Advisors, LLC
DECREASED33,48635,312-1,826-5%$10.2M$11.2M+$933.6K2026-11-05
Willis Johnson Wealth, Inc.
INCREASED33,48131,960+1,521+5%$9.2M$11.1M+$1.9M2026-11-03
Jericho Financial, LLP
INCREASED33,47233,351+121+0%$9.7M$11.1M+$1.5M2026-10-13
First United Bank & Trust
DECREASED33,45433,851-397-1%$9.8M$11.1M+$1.3M2026-10-22
Cora Capital Advisors LLC
DECREASED33,36133,908-547-2%$9.8M$11.1M+$1.3M2026-11-02
Vigilare Wealth Management
DECREASED33,31233,774-462-1%$9.8M$11.1M+$1.3M2026-10-29
River Street Advisors LLC
INCREASED33,22032,351+869+3%$9.4M$11.1M+$1.7M2026-10-22
Orser Capital Management, LLC
INCREASED33,11733,111+6+0%$9.6M$11.0M+$1.4M2026-10-13
Golden Reserve Retirement LLC
DECREASED33,08835,243-2,155-6%$10.2M$11.0M+$821.1K2026-11-02
NBH Bank
INCREASED33,06232,569+493+2%$9.4M$11.0M+$1.6M2026-11-05
Private Wealth Management Group, LLC
INCREASED33,01232,422+590+2%$9.4M$11.0M+$1.6M2026-10-19
Grey Fox Wealth Advisors, LLC
INCREASED32,94032,185+755+2%$9.3M$11.0M+$1.7M2026-11-03
Affiance Financial, LLC
DECREASED32,87135,289-2,418-7%$10.2M$10.9M+$735.6K2026-10-15
15 Wealth Advisors LLC
NEW32,853—+32,853——$10.9M—2026-10-14
Gratus Wealth Advisors, LLC
DECREASED32,81833,849-1,031-3%$9.8M$10.9M+$1.1M2026-10-26
GKV Capital Management Co., Inc.
INCREASED32,81731,068+1,749+6%$9.0M$10.9M+$1.9M2026-11-06
Old Port Advisors
DECREASED32,81437,151-4,337-12%$10.8M$10.9M+$177.6K2026-10-23
Focused Alpha, LLC
DECREASED32,76833,108-340-1%$9.6M$10.9M+$1.3M2026-10-20
Shoker Investment Counsel, Inc.
DECREASED32,70133,060-359-1%$9.6M$10.9M+$1.3M2026-11-04
Sage Mountain Advisors LLC
DECREASED32,67737,830-5,153-14%$10.9M$10.9M-$64.4K2026-11-02
Colorado Capital Management, Inc.
DECREASED32,66632,861-195-1%$9.5M$10.9M+$1.4M2026-10-15
Arsenal Capital Advisors LLC
INCREASED32,56632,249+317+1%$9.3M$10.8M+$1.5M2026-11-02
Center for Financial Planning, Inc.
INCREASED32,55132,001+550+2%$9.3M$10.8M+$1.6M2026-10-26
Evexia Wealth LLC
DECREASED32,51942,132-9,613-23%$12.8M$11.2M-$1.6M2026-11-05
Centurion Wealth Management LLC
DECREASED32,49837,697-5,199-14%$10.9M$10.8M-$85.3K2026-10-13
Choice Wealth Advisors LLC
DECREASED32,39133,025-634-2%$9.6M$10.8M+$1.2M2026-10-16
Foguth Wealth Management, Llc.
DECREASED32,34134,767-2,426-7%$11.4M$11.1M-$246.9K2026-10-19
Strategic Family Wealth Counselors, L.L.C.
INCREASED32,29632,286+10+0%$9.3M$10.8M+$1.4M2026-10-29
Spectrum Wealth Advisory Group, LLC
DECREASED32,25732,654-397-1%$9.4M$10.7M+$1.3M2026-10-29
Kerusso Capital Management LLC
INCREASED32,24629,232+3,014+10%$8.5M$10.7M+$2.3M2026-10-27
Global Trust Asset Management, LLC
DECREASED32,19132,520-329-1%$9.4M$10.7M+$1.3M2026-10-19
Jnba Financial Advisors
INCREASED32,16131,180+981+3%$9.0M$10.7M+$1.7M2026-11-03
Almanack Investment Partners, Llc.
INCREASED32,09831,711+387+1%$9.2M$10.7M+$1.5M2026-11-03
Selective Wealth Management, Inc.
INCREASED32,09028,832+3,258+11%$9.6M$11.0M+$1.4M2026-10-16
Ayrshire Capital Management LLC
DECREASED32,07932,310-231-1%$9.3M$10.7M+$1.3M2026-10-20
OceanIQ Capital, LLC
INCREASED32,06724,297+7,770+32%$7.4M$10.9M+$3.5M2026-10-19
Kelly Financial Group LLC
DECREASED32,00232,651-649-2%$9.4M$10.6M+$1.2M2026-10-16
Constitution Capital LLC
INCREASED31,96531,178+787+3%$9.0M$10.6M+$1.6M2026-10-23
MFA Wealth Advisors, LLC
DECREASED31,95632,606-650-2%$9.4M$10.6M+$1.2M2026-10-07
Ballast Rock Private Wealth LLC
INCREASED31,91631,887+29+0%$9.2M$10.6M+$1.4M2026-10-26
Advisortrust Partners, LLC
INCREASED31,85931,269+590+2%$9.0M$10.6M+$1.6M2026-11-02
Pacific Sage Partners, LLC
DECREASED31,83631,880-440%$9.2M$10.6M+$1.4M2026-10-21
Hager Investment Management Services, LLC
DECREASED31,81733,727-1,910-6%$9.8M$10.6M+$836.7K2026-11-04
Delta Capital Management LLC
DECREASED31,74931,769-200%$9.2M$10.6M+$1.4M2026-10-16
Advocate Group LLC
DECREASED31,70737,698-5,991-16%$10.9M$10.6M-$349.2K2026-10-19
Haven Private, LLC
INCREASED31,64631,260+386+1%$9.0M$10.5M+$1.5M2026-10-27
Essex LLC
INCREASED31,54931,389+160+1%$9.1M$10.5M+$1.4M2026-10-14
Farrell Financial LLC
DECREASED31,48431,528-440%$9.1M$10.5M+$1.4M2026-10-16
Legacy Financial Strategies, LLC
DECREASED31,44531,984-539-2%$9.3M$10.5M+$1.2M2026-10-15
Phoenix Wealth Advisors
INCREASED31,44531,247+198+1%$9.0M$10.5M+$1.4M2026-11-03
Crown Wealth Group, LLC
DECREASED31,42536,233-4,808-13%$10.5M$10.5M-$19.4K2026-10-19
Acima Private Wealth, LLC
UNCHANGED31,42131,42100%$9.1M$10.5M+$1.4M2026-10-05
BostonPremier Wealth LLC
INCREASED31,41631,066+350+1%$9.0M$10.5M+$1.5M2026-10-16
Blue Square Asset Management, LLC
DECREASED31,40432,522-1,118-3%$9.4M$10.5M+$1.0M2026-11-02
Hudson Capital Management LLC
DECREASED31,37931,953-574-2%$9.2M$10.4M+$1.2M2026-10-20
Studio Investment Management LLC
DECREASED31,37034,882-3,512-10%$10.1M$10.4M+$353.4K2026-10-22
C2c Wealth Management, LLC
DECREASED31,34031,345-50%$9.1M$10.4M+$1.4M2026-10-20
Shaker Investments LLC
INCREASED31,31430,553+761+2%$8.8M$10.4M+$1.6M2026-11-05
Advisory Solutions Group, LLC
INCREASED31,30616,005+15,301+96%$4.6M$10.4M+$5.8M2026-10-14
Wiregrass Investment Management LLC
DECREASED31,27931,427-1480%$9.1M$10.4M+$1.3M2026-11-05
Dickmeyer Boyce Financial Management, Inc.
DECREASED31,26531,394-1290%$9.1M$10.4M+$1.3M2026-10-08
Riverbridge Partners LLC
DECREASED31,21831,263-450%$9.0M$10.4M+$1.3M2026-11-05
Kennebec Savings Bank
DECREASED31,21731,313-960%$9.1M$10.4M+$1.3M2026-10-22
Great Waters Wealth Management
INCREASED31,17330,795+378+1%$8.9M$10.4M+$1.5M2026-10-07
Corundum Group, Inc.
INCREASED31,13924,451+6,688+27%$7.1M$10.4M+$3.3M2026-10-28
Insight Inv LLC
DECREASED31,12631,410-284-1%$9.1M$10.4M+$1.3M2026-10-27
North Berkeley Wealth Management, LLC
INCREASED31,11929,446+1,673+6%$8.5M$10.4M+$1.8M2026-11-02
Collaborative Fund Advisors, LLC
INCREASED31,11220,274+10,838+53%$5.9M$10.4M+$4.5M2026-11-02
Gimbal Financial
INCREASED31,1063,614+27,492+761%$1.0M$10.4M+$9.3M2026-10-19
Jm2 Capital Inc.
DECREASED31,09731,576-479-2%$9.1M$10.4M+$1.2M2026-10-14
Enclave Advisors LLC
DECREASED31,09632,138-1,042-3%$9.3M$10.4M+$1.1M2026-10-14
Quartz Partners, LLC
INCREASED31,08429,544+1,540+5%$8.5M$10.4M+$1.8M2026-11-03
Essex Investment Management Co LLC
DECREASED31,08432,427-1,343-4%$9.4M$10.4M+$968.5K2026-10-19
Wynn Capital, LLC
DECREASED31,06431,184-1200%$9.0M$10.3M+$1.3M2026-10-13
Meridian Financial Partners LLC
DECREASED31,03331,340-307-1%$10.3M$10.6M+$349.3K2026-10-23
Tilia Fiduciary Partners, Inc.
DECREASED30,94330,953-100%$9.0M$10.3M+$1.3M2026-10-09
Vertrix Wealth Management, LLC
DECREASED30,89731,112-215-1%$9.0M$10.3M+$1.3M2026-10-13
MW Advisory, LLC
INCREASED30,86227,350+3,512+13%$7.9M$10.3M+$2.4M2026-10-19
William Mack & Associates, Inc.
DECREASED30,83535,364-4,529-13%$10.2M$10.3M+$36.0K2026-10-27
Argyle Capital Partners, LLC
DECREASED30,82231,099-277-1%$9.0M$10.3M+$1.3M2026-10-23
McBroom & Associates, LLC
DECREASED30,81235,475-4,663-13%$10.3M$10.3M-$4.0K2026-10-29
Baker Tilly Wealth Management, LLC
INCREASED30,76830,407+361+1%$8.8M$10.2M+$1.4M2026-10-05
Auctus Advisors LLC
DECREASED30,74430,856-1120%$8.9M$10.2M+$1.3M2026-10-23
JBR Co Financial Management Inc
DECREASED30,72831,005-277-1%$9.0M$9.0M+$74.1K2026-10-13
Eley Financial Management, Inc
DECREASED30,65130,678-270%$8.9M$10.2M+$1.3M2026-11-03
Retirement Planning Co of New England, Inc.
DECREASED30,60431,965-1,361-4%$9.2M$10.2M+$942.3K2026-10-15
Griffith & Werner, Inc.
INCREASED30,60030,498+102+0%$8.8M$10.2M+$1.4M2026-11-04
Midwest Financial Group LLC
DECREASED30,53030,543-130%$8.8M$10.2M+$1.3M2026-10-15
Fingerlakes Wealth Management, Inc.
DECREASED30,51430,658-1440%$8.9M$10.2M+$1.3M2026-11-04
Joseph Group Capital Management
INCREASED30,50429,068+1,436+5%$8.4M$10.2M+$1.7M2026-11-04
CWC Advisors, Llc.
INCREASED30,45525,804+4,651+18%$7.5M$10.1M+$2.7M2026-10-15
LifeGoal Investments, LLC
INCREASED30,44017,236+13,204+77%$5.0M$10.1M+$5.1M2026-10-09
Fearless Solutions, LLC dba Best Invest
DECREASED30,41830,722-304-1%$8.9M$10.1M+$1.2M2026-10-14
Signet Investment Advisory Group, Inc.
DECREASED30,36630,833-467-2%$8.9M$10.1M+$1.2M2026-10-30
Alpha Advisors, LLC
DECREASED30,36030,389-290%$8.8M$10.1M+$1.3M2026-10-19
Tobam
DECREASED30,34331,116-773-2%$9.0M$10.1M+$1.1M2026-11-03
Veracity Capital LLC
INCREASED30,30529,163+1,142+4%$8.4M$10.1M+$1.7M2026-10-08
TMB Capital Partners, LLC
DECREASED30,29830,444-1460%$8.8M$10.1M+$1.3M2026-10-20
Total Investment Management Inc
INCREASED30,29530,286+9+0%$9.4M$10.1M+$733.3K2026-10-22
Fonville Wealth Management LLC
INCREASED30,29029,247+1,043+4%$8.5M$10.1M+$1.6M2026-10-28
Green Ridge Wealth Planning LLC
DECREASED30,25232,089-1,837-6%$9.3M$10.1M+$789.1K2026-10-08
Tennessee Valley Asset Management Partners
DECREASED30,24030,820-580-2%$8.9M$10.1M+$1.2M2026-11-03
RBA Wealth Management, LLC
DECREASED30,21133,794-3,583-11%$9.8M$10.1M+$282.2K2026-10-28
Eulav Asset Management
INCREASED30,13930,125+14+0%$8.7M$10.0M+$1.3M2026-10-23
Cantor Fitzgerald Investment Advisors L.P.
DECREASED30,07430,774-700-2%$8.9M$10.0M+$1.1M2026-10-21
Boit C F David
UNCHANGED30,00230,00200%$8.7M$10.0M+$1.3M2026-10-29
First County Bank
INCREASED29,94728,849+1,098+4%$8.3M$10.0M+$1.6M2026-10-13
Landaas & Co
DECREASED29,93130,252-321-1%$8.8M$10.0M+$1.2M2026-10-29
Triangle Securities Wealth Management
DECREASED29,91129,961-500%$8.7M$10.0M+$1.3M2026-10-14
Precedent Wealth Partners, LLC
INCREASED29,90726,831+3,076+11%$7.8M$10.0M+$2.2M2026-10-21
Lodestone Wealth Management LLC
INCREASED29,87629,783+93+0%$8.6M$9.9M+$1.3M2026-10-14
Chapman Investment Management, LLC
NEW29,836—+29,836——$9.9M—2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED29,77328,994+779+3%$8.4M$9.9M+$1.5M2026-10-29
Asset Planning,Inc
DECREASED29,71630,667-951-3%$8.9M$9.9M+$1.0M2026-10-26
ARQ Wealth Advisors, LLC
INCREASED29,70329,309+394+1%$9.6M$9.9M+$340.0K2026-10-29
Advanced Asset Management Advisors Inc
UNCHANGED29,70229,70200%$8.6M$9.9M+$1.3M2026-10-20
Vanderbilt University
DECREASED29,67030,183-513-2%$8.7M$9.9M+$1.1M2026-11-02
Stableford Capital II LLC
DECREASED29,66230,238-576-2%$8.7M$9.9M+$1.1M2026-10-09
Home Federal Bank of Tennessee
DECREASED29,63729,673-360%$8.6M$9.9M+$1.3M2026-10-15
Investment Research Partners LLC
INCREASED29,61829,399+219+1%$8.5M$9.9M+$1.4M2026-10-19
Altus Wealth Group LLC
DECREASED29,61033,599-3,989-12%$9.7M$9.9M+$138.6K2026-10-20
Aspire Private Capital, LLC
DECREASED29,59132,616-3,025-9%$9.4M$9.9M+$416.8K2026-11-05
Kentucky Trust Co
DECREASED29,57730,375-798-3%$8.8M$9.8M+$1.1M2026-10-15
Archer Investment Corp
INCREASED29,56828,826+742+3%$8.3M$9.8M+$1.5M2026-11-05
Tiller Private Wealth, Inc.
DECREASED29,56829,698-1300%$8.6M$9.8M+$1.3M2026-10-26
Morey & Quinn Wealth Partners, LLC
INCREASED29,53729,488+49+0%$8.5M$9.8M+$1.3M2026-10-28
Wagner Wealth Management, LLC
INCREASED29,46829,260+208+1%$8.5M$9.8M+$1.3M2026-10-21
Summit Place Financial Advisors, LLC
DECREASED29,32933,394-4,065-12%$9.7M$9.8M+$104.4K2026-10-23
Advisors Management Group Inc
DECREASED29,32829,921-593-2%$8.7M$9.8M+$1.1M2026-11-05
Smith Shellnut Wilson LLC
DECREASED29,31130,331-1,020-3%$8.8M$9.8M+$984.6K2026-10-21
PCA Investment Advisory Services Inc.
INCREASED29,30328,754+549+2%$8.3M$9.8M+$1.4M2026-10-13
Palacios Wealth Management, LLC
INCREASED29,29629,237+59+0%$8.5M$9.8M+$1.3M2026-11-04
Leslie Global Wealth, LLC
DECREASED29,24929,436-187-1%$8.5M$9.7M+$1.2M2026-10-26
Cornerstone Planning Group LLC
INCREASED29,24329,132+111+0%$9.5M$9.8M+$350.5K2026-10-16
Arnhold LLC
DECREASED29,22229,382-160-1%$8.5M$9.7M+$1.2M2026-10-26
Kingstone Capital Partners Texas, LLC
DECREASED29,21729,688-471-2%$8.6M$9.7M+$1.1M2026-11-03
Discipline Wealth Solutions, LLC
INCREASED29,17929,162+17+0%$8.4M$9.7M+$1.3M2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED29,15428,564+590+2%$8.3M$9.7M+$1.4M2026-10-27
Mayfair Advisory Group, LLC
DECREASED29,15129,187-360%$9.7M$9.7M-$11.9K2026-10-20
Elco Management Co., LLC
DECREASED29,15029,428-278-1%$8.5M$9.7M+$1.2M2026-10-14
Tortuga Wealth Management, Inc
INCREASED29,12628,653+473+2%$8.3M$9.7M+$1.4M2026-10-27
Barrett & Company, Inc.
DECREASED29,04931,718-2,669-8%$9.2M$9.7M+$495.9K2026-10-22
Gallagher Capital Advisors, LLC
INCREASED29,04628,673+373+1%$8.3M$9.7M+$1.4M2026-10-09
Split Creek LLC DBA Split Creek Capital LLC
INCREASED29,00628,973+33+0%$8.4M$9.7M+$1.3M2026-11-02
Bluedoor Private Wealth, LLC
DECREASED28,95329,332-379-1%$8.5M$9.6M+$1.2M2026-11-05
Uptick Partners, LLC
INCREASED28,95128,148+803+3%$8.1M$9.6M+$1.5M2026-11-04
Pacific Center for Financial Services
DECREASED28,92232,078-3,156-10%$9.3M$9.6M+$349.6K2026-10-15
Cairn Investment Group, Inc.
DECREASED28,88529,235-350-1%$8.5M$9.6M+$1.2M2026-11-04
Byrne Asset Management LLC
INCREASED28,80328,225+578+2%$8.2M$9.5M+$1.3M2026-10-06
Verum Partners LLC
DECREASED28,79729,231-434-1%$8.5M$9.6M+$1.1M2026-10-21
Pinkerton Wealth, LLC
INCREASED28,77728,040+737+3%$7.1M$9.6M+$2.5M2026-10-29
Vision Financial Markets LLC
DECREASED28,76829,342-574-2%$8.6M$9.5M+$990.8K2026-10-22
Etesian Wealth Advisors, Inc.
DECREASED28,75428,992-238-1%$8.4M$9.6M+$1.2M2026-10-27
BOS Asset Management, LLC
DECREASED28,73629,213-477-2%$8.5M$9.6M+$1.1M2026-10-09
Cahaba Wealth Management, Inc.
INCREASED28,72227,142+1,580+6%$7.9M$9.6M+$1.7M2026-10-26
Hidden Cove Wealth Management, LLC
INCREASED28,71228,281+431+2%$8.2M$9.6M+$1.4M2026-10-19
Petros Family Wealth, LLC
INCREASED28,69127,263+1,428+5%$7.9M$9.6M+$1.7M2026-10-28
Worth Financial Advisory Group, LLC
INCREASED28,66828,583+85+0%$8.3M$9.5M+$1.3M2026-10-19
Boyce & Associates Wealth Consulting, Inc.
INCREASED28,6309,577+19,053+199%$2.8M$9.5M+$6.8M2026-10-14
Richardson Financial Services Inc.
INCREASED28,62228,340+282+1%$8.2M$9.5M+$1.3M2026-10-30
Redwood Family Wealth LLC
INCREASED28,55228,415+137+0%$8.2M$9.5M+$1.3M2026-10-20
Greenup Street Wealth Management LLC
DECREASED28,46537,899-9,434-25%$11.0M$9.5M-$1.5M2026-10-28
Integrity Wealth Partners, LLC
NEW28,443—+28,443——$9.5M—2026-10-14
Townsend Asset Management Corp
DECREASED28,37528,415-400%$8.2M$9.4M+$1.2M2026-10-29
55 North Private Wealth, LLC
INCREASED28,34726,148+2,199+8%$7.6M$9.4M+$1.9M2026-10-20
LifeSteps Financial, Inc.
DECREASED28,32828,528-200-1%$8.3M$9.4M+$1.2M2026-10-15
Trust Co
DECREASED28,27728,739-462-2%$8.3M$9.4M+$1.1M2026-10-09
RW Investment Management LLC
INCREASED28,25425,662+2,592+10%$7.4M$9.4M+$2.0M2026-11-03
WT Wealth Management
DECREASED28,24631,660-3,414-11%$9.2M$9.4M+$245.4K2026-10-13
Peck Wealth Management, LLC
DECREASED28,23228,532-300-1%$8.3M$9.4M+$1.1M2026-10-29
Alliance Wealth Management Group
INCREASED28,17127,914+257+1%$8.1M$9.4M+$1.3M2026-10-29
McGlone Suttner Wealth Management, Inc.
DECREASED28,11329,112-999-3%$8.4M$9.4M+$938.5K2026-10-13
Traveka Wealth, LLC
INCREASED28,01625,740+2,276+9%$7.4M$9.3M+$1.9M2026-10-19
Warwick Investment Management, Inc.
DECREASED28,01328,893-880-3%$8.4M$9.3M+$968.4K2026-10-19
Elevation Wealth Partners, LLC
DECREASED28,01228,069-570%$8.1M$9.3M+$1.2M2026-10-07
Cresta Advisors, Ltd.
DECREASED27,97233,706-5,734-17%$9.8M$9.3M-$438.0K2026-10-14
Strata Wealth Advisors, LLC
INCREASED27,95822,447+5,511+25%$6.5M$9.3M+$2.8M2026-10-16
Heritage Wealth Management, Inc.
INCREASED27,95527,352+603+2%$7.9M$9.3M+$1.4M2026-10-27
Crew Capital Management, Ltd
DECREASED27,95228,164-212-1%$8.1M$9.3M+$1.2M2026-10-28
Long Road Investment Counsel, LLC
DECREASED27,95129,100-1,149-4%$8.4M$9.3M+$887.9K2026-11-04
Accel Wealth Management
DECREASED27,86127,875-140%$8.1M$9.3M+$1.2M2026-10-13
Hixon Zuercher, LLC
DECREASED27,84028,191-351-1%$8.2M$9.3M+$1.1M2026-10-13
Great Diamond Partners, LLC
INCREASED27,82627,652+174+1%$8.0M$9.3M+$1.3M2026-10-13
MBM Wealth Consultants, LLC
INCREASED27,78826,078+1,710+7%$7.5M$9.3M+$1.7M2026-10-20
Firethorn Wealth Partners, LLC
DECREASED27,78429,767-1,983-7%$8.6M$9.3M+$639.3K2026-10-14
Curran Financial Partners, LLC
DECREASED27,78427,833-490%$8.1M$9.3M+$1.2M2026-11-04
Financial Management Professionals, Inc.
DECREASED27,71328,077-364-1%$8.1M$9.2M+$1.1M2026-10-23
SFI Advisors, LLC
UNCHANGED27,71227,71200%$8.0M$9.2M+$1.2M2026-10-30
ICW Investment Advisors LLC
DECREASED27,70228,013-311-1%$8.1M$9.2M+$1.1M2026-10-27
Sather Financial Group Inc
INCREASED27,69827,656+42+0%$8.0M$9.2M+$1.2M2026-10-30
Anchor Capital Advisors LLC
DECREASED27,67027,959-289-1%$8.1M$9.2M+$1.1M2026-11-05
Cypress Point Wealth Management, LLC
INCREASED27,60826,698+910+3%$7.7M$9.2M+$1.5M2026-11-03
Western Pacific Wealth Management, LP
DECREASED27,55328,603-1,050-4%$8.3M$9.2M+$899.2K2026-10-16
StoryOne LLC
INCREASED27,53420,930+6,604+32%$6.1M$9.2M+$3.1M2026-10-13
Dixon Fnancial Services, Inc.
DECREASED27,52727,805-278-1%$8.0M$9.2M+$1.1M2026-10-23
Hoxton Planning & Management, LLC
INCREASED27,50127,405+96+0%$7.9M$9.2M+$1.2M2026-10-15
Berkshire Money Management, Inc.
INCREASED27,49827,427+71+0%$7.9M$9.2M+$1.2M2026-10-21
Syntax Research, Inc.
DECREASED27,49628,793-1,297-4%$8.3M$9.2M+$825.2K2026-11-04
Lynx Investment Advisory
DECREASED27,41033,310-5,900-18%$9.6M$9.1M-$510.6K2026-10-27
Iams Wealth Management, LLC
INCREASED27,37719,121+8,256+43%$5.5M$9.1M+$3.6M2026-10-15
Brady Martz Wealth Solutions, LLC
INCREASED27,34524,283+3,062+13%$7.0M$9.1M+$2.1M2026-11-05
Goldstein Advisors, LLC
INCREASED27,34227,333+9+0%$7.9M$9.1M+$1.2M2026-10-15
Baxter Bros Inc
INCREASED27,29427,072+222+1%$7.8M$9.1M+$1.3M2026-11-04
Marest Capital, LLC
INCREASED27,27927,270+9+0%$7.9M$9.1M+$1.2M2026-10-23
Windsor Capital Management, LLC
INCREASED27,21926,511+708+3%$7.7M$9.1M+$1.4M2026-10-13
Clark Financial Services Group Inc
INCREASED27,18926,900+289+1%$7.8M$9.1M+$1.3M2026-10-19
Cascade Investment Group, Inc.
DECREASED27,16227,469-307-1%$7.9M$9.0M+$1.1M2026-10-13
Eos Management, L.P.
UNCHANGED27,14227,14200%$7.9M$9.0M+$1.2M2026-10-27
Crumly & Associates Inc.
INCREASED27,12925,444+1,685+7%$7.4M$9.0M+$1.7M2026-10-07
Quaker Wealth Management, LLC
INCREASED27,10027,074+26+0%$7.8M$9.0M+$1.2M2026-10-22
OmniStar Financial Group, Inc.
INCREASED27,05925,807+1,252+5%$7.5M$9.0M+$1.5M2026-10-26
KFG Wealth Management, LLC
DECREASED27,00228,267-1,265-4%$8.2M$9.0M+$812.8K2026-10-16
Bell Asset Management Ltd
DECREASED26,95242,299-15,347-36%$12.2M$9.0M-$3.3M2026-10-08
Willow Creek Capital Management, Inc.
UNCHANGED26,94626,94600%$7.8M$7.8M$02026-10-16
Goldenstone Wealth Management LLC
DECREASED26,94127,052-1110%$7.8M$9.0M+$1.1M2026-11-04
Midway Capital Research & Management
INCREASED26,93326,025+908+3%$7.5M$9.0M+$1.4M2026-10-20
Exchange Bank
DECREASED26,90128,198-1,297-5%$8.2M$9.0M+$799.2K2026-10-07
Birch Financial Group, LLC
INCREASED26,79425,578+1,216+5%$7.4M$8.9M+$1.5M2026-10-27
Stillwater Wealth Management Group
INCREASED26,77926,419+360+1%$7.6M$8.9M+$1.3M2026-10-21
One Degree Advisors Inc
DECREASED26,75130,140-3,389-11%$8.9K$8.9M+$8.9M2026-11-06
Stevens Capital Partners
INCREASED26,74223,940+2,802+12%$6.9M$8.9M+$2.0M2026-10-29
Detalus Advisors, LLC
INCREASED26,67226,657+15+0%$7.7M$8.9M+$1.2M2026-10-15
Elevation Wealth Management LLC
INCREASED26,66920,029+6,640+33%$5.8M$8.9M+$3.1M2026-11-02
Fortem Financial Group, LLC
DECREASED26,64827,062-414-2%$7.8M$8.9M+$1.0M2026-10-20
Arvest Investments, Inc.
DECREASED26,63226,917-285-1%$7.8M$8.9M+$1.1M2026-10-21
W.H. Cornerstone Investments Inc.
INCREASED26,62426,318+306+1%$7.6M$8.9M+$1.3M2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
DECREASED26,61828,144-1,526-5%$8.1M$8.9M+$720.8K2026-10-15
Wincap Financial LLC
INCREASED26,60925,567+1,042+4%$7.4M$8.9M+$1.5M2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED26,55825,540+1,018+4%$7.4M$8.8M+$1.5M2026-10-21
Creative Capital Management Investments LLC
INCREASED26,55625,874+682+3%$7.5M$8.8M+$1.4M2026-10-28
BigSur Wealth Management LLC
UNCHANGED26,51626,51600%$7.7M$8.8M+$1.2M2026-10-13
Mitchell & Pahl Private Wealth, LLC
DECREASED26,47628,025-1,549-6%$8.1M$8.8M+$707.7K2026-10-14
Plan Group Financial, LLC
INCREASED26,46026,338+122+0%$7.6M$9.0M+$1.4M2026-10-22
Milestone Asset Management Group, LLC
INCREASED26,45322,345+4,108+18%$6.5M$8.8M+$2.3M2026-10-20
Farrow Financial, Inc.
DECREASED26,42426,514-900%$7.7M$8.8M+$1.1M2026-10-30
Doliver Advisors, LP
DECREASED26,34326,855-512-2%$7.8M$8.8M+$1.0M2026-10-01
APS Management Group, Inc.
DECREASED26,34226,843-501-2%$7.8M$8.8M+$1.0M2026-10-14
Spectrum Strategic Capital Management, LLC
INCREASED26,30526,178+127+0%$7.6M$8.8M+$1.2M2026-10-22
Old North State Wealth Management, LLC
DECREASED26,27432,267-5,993-19%$9.4M$8.8M-$583.2K2026-10-22
M. Kraus & Co
DECREASED26,24427,169-925-3%$7.9M$8.7M+$878.1K2026-10-20
Virtue Asset Management LLC
INCREASED26,24126,211+30+0%$7.6M$8.7M+$1.2M2026-10-21
Deltec Asset Management LLC
DECREASED26,23726,337-1000%$7.6M$8.7M+$1.1M2026-10-26
AA Financial Advisors, LLC
INCREASED26,17524,349+1,826+8%$7.0M$8.7M+$1.7M2026-10-19
365 WMG Private Fund I: Primus Fund LLC
NEW26,163—+26,163——$8.7M—2026-10-20
Axecap Investments, LLC
DECREASED26,16327,103-940-3%$7.8M$8.7M+$870.3K2026-10-20
Encompass More Asset Management
INCREASED26,11324,064+2,049+9%$7.0M$8.7M+$1.7M2026-10-16
Wealth Analytics Partners, LLC
DECREASED26,10326,773-670-2%$8.4M$8.7M+$263.1K2026-10-19
Bigelow Investment Advisors, LLC
DECREASED26,08726,409-322-1%$7.6M$8.7M+$1.0M2026-10-13
Madison Park Capital Advisors, LLC
INCREASED26,05019,397+6,653+34%$7.2M$8.7M+$1.4M2026-10-28
WD Rutherford LLC
DECREASED26,00828,184-2,176-8%$8.2M$8.7M+$505.9K2026-10-26
Kendall Capital Management
INCREASED26,00425,526+478+2%$7.4M$8.7M+$1.3M2026-10-23
Elser Financial Planning, Inc
INCREASED26,00425,735+269+1%$7.4M$8.7M+$1.2M2026-10-16
Flavin Financial Services, Inc.
DECREASED25,99926,632-633-2%$7.7M$8.7M+$952.1K2026-10-21
Hourglass Capital, LLC
DECREASED25,97226,117-145-1%$7.6M$8.6M+$1.1M2026-10-26
Directional Asset Management
DECREASED25,93525,943-80%$7.5M$8.6M+$1.1M2026-10-22
Cranbrook Wealth Management, LLC
DECREASED25,93026,714-784-3%$7.7M$8.6M+$905.4K2026-10-28
Reap Financial Group, LLC
DECREASED25,91925,950-310%$7.5M$8.6M+$1.1M2026-11-02
Tactive Advisors, LLC
DECREASED25,91226,560-648-2%$7.7M$8.6M+$939.2K2026-10-08
Kampmann Melissa S.
INCREASED25,83725,685+152+1%$7.4M$8.6M+$1.2M2026-10-28
ShoreHaven Wealth Partners, LLC
INCREASED25,82725,650+177+1%$7.4M$8.6M+$1.2M2026-10-16
PPS&V Asset Management Consultants, Inc.
DECREASED25,82226,386-564-2%$7.6M$8.6M+$964.1K2026-10-06
Caliber Wealth Management, LLC / KS
DECREASED25,79926,719-920-3%$7.7M$8.6M+$860.2K2026-11-04
SBK Financial, Inc.
DECREASED25,77326,581-808-3%$7.7M$8.6M+$891.4K2026-11-02
Wealth Intelligence, LLC
DECREASED25,71926,291-572-2%$7.6M$8.6M+$957.4K2026-10-16
Kingsbury Capital Investment Advisors LLC
DECREASED25,71526,882-1,167-4%$7.8M$8.6M+$785.1K2026-10-20
Uncommon Cents Investing Inc
INCREASED25,67925,306+373+1%$7.3M$8.6M+$1.2M2026-10-20
Adamsbrown Wealth Consultants LLC
INCREASED25,67425,255+419+2%$7.3M$8.6M+$1.2M2026-10-20
Peak Financial Management, Inc.
DECREASED25,63225,872-240-1%$7.5M$8.5M+$1.0M2026-10-16
Cypress Capital, LLC
DECREASED25,59928,891-3,292-11%$8.4M$8.5M+$165.1K2026-10-20
Andrew Hill Investment Advisors, Inc.
INCREASED25,58616,137+9,449+59%$4.7M$8.5M+$3.9M2026-10-22
Flagship Wealth Advisors, LLC
INCREASED25,57525,124+451+2%$7.3M$8.5M+$1.2M2026-11-03
Cutler Investment Counsel LLC
INCREASED25,56024,075+1,485+6%$7.0M$8.5M+$1.5M2026-10-28
Tounjian Advisory Partners, LLC
DECREASED25,50829,546-4,038-14%$8.5M$8.5M-$54.6K2026-11-04
Split Rock Private Trading & Wealth Management, LLC
DECREASED25,48425,528-440%$7.4M$8.5M+$1.1M2026-10-15
DWR Wealth Management, LLC
DECREASED25,45727,403-1,946-7%$7.7M$8.4M+$665.0K2026-10-13
Spartan Planning & Wealth Management
DECREASED25,40630,802-5,396-18%$8.9M$8.5M-$452.4K2026-10-13
Boyd Watterson Asset Management LLC
DECREASED25,39725,491-940%$7.4M$8.5M+$1.1M2026-11-06
InTrack Investment Management Inc
INCREASED25,37425,310+64+0%$7.3M$8.5M+$1.1M2026-10-15
Lionshead Wealth Management, LLC
INCREASED25,28425,169+115+0%$7.3M$8.4M+$1.1M2026-10-21
Magnolia Capital Management LTD
DECREASED25,25825,578-320-1%$7.4M$8.4M+$1.0M2026-10-09
American State Bank (Iowa)
DECREASED25,25125,381-130-1%$7.3M$8.4M+$1.1M2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED25,24723,984+1,263+5%$6.9M$8.4M+$1.5M2026-10-13
True Freedom Investing, LLC
INCREASED25,16524,299+866+4%$6.2M$8.4M+$2.2M2026-10-29
Tsfg, LLC
DECREASED25,06857,819-32,751-57%$16.7M$8.3M-$8.4M2026-10-23
Taylor & Morgan Wealth Management, LLC
DECREASED25,02125,252-231-1%$7.3M$8.3M+$1.0M2026-10-09
Five Oceans Advisors
DECREASED25,01828,762-3,744-13%$8.3M$8.3M+$8.8K2026-10-22
Fruth Investment Management
INCREASED24,93623,416+1,520+6%$6.8M$8.3M+$1.5M2026-10-13
Nkcfo LLC
UNCHANGED24,92524,92500%$7.2M$8.3M+$1.1M2026-11-04
Riverbend Wealth Management, LLC
INCREASED24,90624,820+86+0%$7.2M$8.3M+$1.1M2026-10-15
HRC Wealth Management, LLC
INCREASED24,90223,694+1,208+5%$6.9M$8.3M+$1.4M2026-10-16
Yankcom Partnership
DECREASED24,87925,859-980-4%$7.5M$8.3M+$802.6K2026-10-15
Legacies Wealth LLC
UNCHANGED24,86624,86600%$7.2M$8.3M+$1.1M2026-11-02
RFG - Bristol Wealth Advisors, LLC
DECREASED24,84325,200-357-1%$7.3M$8.3M+$981.4K2026-10-09
Heritage Family Offices, LLP
INCREASED24,82624,145+681+3%$7.0M$8.3M+$1.3M2026-11-02
Fulcrum Wealth Advisors, LLC
DECREASED24,80425,019-215-1%$7.2M$8.3M+$1.0M2026-10-16
BXM Wealth LLC
DECREASED24,78424,799-150%$7.2M$8.3M+$1.1M2026-11-03
Bradyco, Inc.
DECREASED24,72225,429-707-3%$7.4M$8.2M+$874.8K2026-11-03
Park Capital Management, LLC / WI
INCREASED24,71123,837+874+4%$6.9M$8.2M+$1.3M2026-10-13
Correct Capital Wealth Management
DECREASED24,68824,836-148-1%$7.2M$8.2M+$1.0M2026-11-02
Friday Financial
INCREASED24,65320,403+4,250+21%$6.3M$8.1M+$1.8M2026-10-09
Pension & Wealth Management Advisors, Inc.
INCREASED24,64916,683+7,966+48%$4.8M$8.2M+$3.4M2026-10-16
Chapman Financial Group, LLC
DECREASED24,64425,241-597-2%$7.3M$8.2M+$903.2K2026-10-26
Nova R Wealth, Inc.
DECREASED24,62325,007-384-2%$7.2M$8.2M+$963.8K2026-10-26
Family Capital Management, Inc.
INCREASED24,59022,321+2,269+10%$6.5M$8.2M+$1.7M2026-11-03
Barton Investment Management
DECREASED24,53224,862-330-1%$7.2M$8.2M+$975.6K2026-10-27
Morangie Management LLC
DECREASED24,51724,534-170%$7.1M$8.2M+$1.1M2026-10-15
StoneRidge PMG Advisors, LLC
NEW24,410—+24,410——$8.1M—2026-11-04
Sunburst Financial Group, LLC
DECREASED24,36824,893-525-2%$7.2M$8.1M+$912.0K2026-10-09
Provident Trust Co
DECREASED24,35129,951-5,600-19%$8.7M$8.1M-$557.3K2026-10-29
Beam Wealth Advisors, Inc.
INCREASED24,33324,156+177+1%$7.0M$8.1M+$1.1M2026-11-03
Pathway Financial Advisers, LLC
DECREASED24,32024,661-341-1%$7.1M$8.1M+$963.1K2026-10-27
Demars Financial Group, LLC
DECREASED24,31024,556-246-1%$7.1M$8.1M+$990.3K2026-10-22
Pacific Capital Wealth Advisors, Inc.
INCREASED24,26416,713+7,551+45%$4.8M$8.1M+$3.2M2026-10-22
Nautilus Advisors LLC
DECREASED24,23926,627-2,388-9%$8.4M$8.1M-$324.0K2026-10-07
Total Clarity Wealth Management, Inc.
DECREASED24,23224,480-248-1%$7.1M$8.1M+$986.2K2026-10-26
Kessler Investment Group, LLC
DECREASED24,20325,183-980-4%$7.3M$8.1M+$773.1K2026-10-08
Tableaux LLC
INCREASED24,18522,853+1,332+6%$6.6M$8.1M+$1.4M2026-10-23
Transcendent Capital Group LLC
DECREASED24,15327,255-3,102-11%$7.9M$8.0M+$157.1K2026-10-28
Castleview Partners, LLC
INCREASED24,11923,991+128+1%$6.9M$8.0M+$1.1M2026-10-09
Luts & Greenleigh Group, Inc.
INCREASED24,09023,566+524+2%$6.8M$8.0M+$1.2M2026-11-05
Gerald Baker Financial Group LLC
INCREASED24,07824,051+27+0%$7.0M$8.0M+$1.1M2026-10-09
Advisory Resource Group
DECREASED24,06924,795-726-3%$7.2M$8.0M+$840.8K2026-10-26
Gilman Hill Asset Management, LLC
DECREASED24,04126,167-2,126-8%$7.6M$8.0M+$434.6K2026-10-13
Petersen Hastings Wealth Advisors Inc.
DECREASED23,98823,991-30%$6.9M$8.0M+$1.0M2026-10-27
Vann Equity Management LLC
DECREASED23,96126,236-2,275-9%$7.6M$8.0M+$387.9K2026-10-08
Thayer Partners, LLC / MA
DECREASED23,94024,044-1040%$7.0M$8.0M+$1.0M2026-11-06
Evergreen Private Wealth LLC
DECREASED23,91524,424-509-2%$7.1M$8.0M+$896.6K2026-10-30
Sendero Wealth Management, LLC
INCREASED23,89123,493+398+2%$6.8M$8.0M+$1.2M2026-10-14
Lexington Hill Partners, LLC
INCREASED23,87922,710+1,169+5%$6.6M$8.0M+$1.4M2026-10-13
Austin Asset Management Co Inc
DECREASED23,85224,868-1,016-4%$7.2M$7.9M+$747.5K2026-10-29
Davis Investment Partners, LLC
INCREASED23,79623,589+207+1%$6.8M$7.9M+$1.1M2026-11-05
Brucke Financial, Inc.
INCREASED23,74322,544+1,199+5%$6.5M$7.9M+$1.4M2026-10-23
Boomfish Wealth Group, LLC
DECREASED23,72025,493-1,773-7%$7.4M$7.9M+$522.6K2026-10-22
XY Planning Network, Inc.
INCREASED23,71218,613+5,099+27%$5.4M$7.9M+$2.5M2026-10-14
LVZ, Inc.
INCREASED23,68723,474+213+1%$6.8M$7.9M+$1.1M2026-10-20
Connecticut Capital Management Group, LLC
INCREASED23,66623,506+160+1%$6.8M$7.9M+$1.1M2026-10-29
ACT Wealth Management, LLC
DECREASED23,58623,801-215-1%$6.9M$7.9M+$967.6K2026-10-09
Fairscale Capital, LLC
INCREASED23,56323,398+165+1%$6.8M$8.1M+$1.3M2026-11-04
WMG Financial Advisors, LLC
UNCHANGED23,54723,54700%$6.8M$6.8M$02026-10-28
PUREfi Wealth, LLC
INCREASED23,54220,757+2,785+13%$6.0M$7.8M+$1.8M2026-10-19
AGH Wealth Advisors, LLC
DECREASED23,51524,177-662-3%$7.0M$7.8M+$835.1K2026-10-26
Tarbox Family Office, Inc.
INCREASED23,47722,846+631+3%$6.6M$7.8M+$1.2M2026-10-23
B.A. Schrock Wealth Management, Inc.
NEW23,448—+23,448——$7.7M—2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED23,41222,873+539+2%$6.6M$7.8M+$1.2M2026-10-28
Asset Advisors Investment Management, LLC
INCREASED23,40222,899+503+2%$6.6M$7.8M+$1.2M2026-10-19
Waterway Wealth Management, LLC
INCREASED23,39322,734+659+3%$6.6M$7.8M+$1.2M2026-10-28
Southern Capital Services Inc
UNCHANGED23,38823,38800%$6.8M$7.8M+$1.0M2026-10-19
Legacy Financial Independent Advisors LLC
DECREASED23,31625,238-1,922-8%$7.3M$7.8M+$461.8K2026-11-02
Kwmg, LLC
INCREASED23,28522,796+489+2%$6.6M$7.8M+$1.2M2026-10-07
Adelphi Trust Co
DECREASED23,25826,942-3,684-14%$7.8M$7.7M-$50.6K2026-10-05
Rainier Family Wealth Inc
DECREASED23,20224,046-844-4%$7.0M$7.7M+$768.8K2026-11-02
S.A. Mason LLC
DECREASED23,11223,361-249-1%$6.8M$7.7M+$937.0K2026-10-13
Aurora Private Wealth, Inc.
DECREASED23,09924,361-1,262-5%$7.0M$7.7M+$643.0K2026-10-20
Alpine Bank Wealth Management
INCREASED23,09823,011+87+0%$6.7M$7.7M+$1.0M2026-10-16
International Private Wealth Advisors LLC
INCREASED23,09420,436+2,658+13%$5.9M$7.7M+$1.8M2026-11-05
BankPlus Wealth Management LLC
DECREASED23,08723,495-408-2%$6.8M$7.7M+$890.4K2026-10-13
Emerald Advisors, LLC
DECREASED23,08423,327-243-1%$6.7M$7.7M+$937.5K2026-10-13
Butensky & Cohen Financial Security, Inc
DECREASED23,04225,069-2,027-8%$7.3M$7.7M+$419.5K2026-10-13
Southern Michigan Bank & Trust
DECREASED23,03323,496-463-2%$6.8M$7.7M+$871.6K2026-10-19
ERn Financial, LLC
INCREASED23,01422,779+235+1%$6.6M$7.7M+$1.1M2026-10-28
MeadowBrook Investment Advisors LLC
DECREASED23,01024,479-1,469-6%$7.1M$8.0M+$929.3K2026-10-29
Graphene Investments SAS
DECREASED23,00024,000-1,000-4%$6.9M$7.7M+$714.8K2026-10-22
Adkins Seale Capital Management LLC
DECREASED22,94623,331-385-2%$6.8M$7.6M+$890.4K2026-10-27
Ejmk Ventures LLC
INCREASED22,91822,607+311+1%$6.5M$7.6M+$1.1M2026-10-21
Warm Springs Advisors Inc.
DECREASED22,87523,388-513-2%$6.8M$7.6M+$850.2K2026-10-28
Mcrae Capital Management Inc
DECREASED22,86922,887-180%$6.6M$7.6M+$993.4K2026-10-15
Wedge Capital Management L L P
UNCHANGED22,86622,86600%$6.6M$7.6M+$998.3K2026-10-13
Invera Wealth Advisors, LLC
INCREASED22,81322,640+173+1%$6.6M$7.6M+$1.0M2026-10-28
Geremia Financial Services, LLC
INCREASED22,76222,513+249+1%$6.5M$7.6M+$1.1M2026-10-19
LRZ Capital LLC
NEW22,760—+22,760——$7.6M—2026-11-05
Outlook Wealth Advisors, LLC
DECREASED22,72323,357-634-3%$6.8M$7.6M+$808.8K2026-10-28
Brian LOW Financial Group, LLC
INCREASED22,72022,242+478+2%$6.4M$7.6M+$1.1M2026-10-28
Index Fund Advisors, Inc.
DECREASED22,68024,832-2,152-9%$7.2M$7.6M+$367.4K2026-11-05
Lighthouse Financial LLC
INCREASED22,66614,596+8,070+55%$4.2M$7.5M+$3.3M2026-10-23
Verus Financial Partners, Inc.
INCREASED22,64112,485+10,156+81%$3.6M$7.5M+$3.9M2026-10-29
National Wealth Management Group, LLC
INCREASED22,63319,159+3,474+18%$5.5M$7.5M+$2.0M2026-10-26
Seizert Capital Partners, LLC
INCREASED22,62522,208+417+2%$6.4M$7.5M+$1.1M2026-10-30
PFW Advisors LLC
INCREASED22,62222,441+181+1%$6.5M$7.5M+$1.0M2026-10-07
Ddfg, Inc
DECREASED22,57423,189-615-3%$6.7M$7.5M+$807.4K2026-10-15
Nova Financial LLC
NEW22,557—+22,557——$7.5M—2026-11-04
Advisor Resource Council
DECREASED22,54127,435-4,894-18%$8.5M$7.5M-$974.3K2026-11-05
Johnson Financial Group, LLC
DECREASED22,52546,982-24,457-52%$13.6M$7.5M-$6.1M2026-11-03
Carter Financial Group, Inc.
INCREASED22,47622,405+71+0%$6.5M$7.5M+$1.0M2026-10-21
DKM Wealth Management, Inc.
DECREASED22,45622,618-162-1%$6.5M$7.5M+$933.6K2026-10-09
Key Capital Management, Inc
INCREASED22,4292,749+19,680+716%$795.4K$7.7M+$6.9M2026-11-03
Finivi Inc.
INCREASED22,40522,222+183+1%$6.4M$7.5M+$1.0M2026-10-13
SilverOak Wealth Management LLC
DECREASED22,39822,462-640%$6.5M$7.5M+$959.4K2026-10-29
Mountain Capital Investment Advisors Inc.
DECREASED22,33322,730-397-2%$6.6M$7.4M+$860.2K2026-11-06
Northern Lights Advisors, Inc.
DECREASED22,32422,956-632-3%$6.6M$7.4M+$791.8K2026-10-21
Midwest Financial Partners Investments, Inc.
DECREASED22,28523,424-1,139-5%$6.8M$7.4M+$643.4K2026-10-08
Worth Asset Management, LLC
INCREASED22,26519,715+2,550+13%$5.7M$7.4M+$1.7M2026-10-07
Guinness Atkinson Asset Management Inc
DECREASED22,23922,562-323-1%$6.5M$7.4M+$877.5K2026-11-05
Avaii Wealth Management, LLC
INCREASED22,22920,261+1,968+10%$5.9M$7.4M+$1.6M2026-10-09
Acorn Wealth Advisors, LLC
INCREASED22,13021,912+218+1%$6.3M$7.4M+$1.0M2026-10-19
Noble Wealth Management PBC
DECREASED22,05722,546-489-2%$6.5M$7.3M+$821.5K2026-10-01
Chung Wu Investment Group, LLC
INCREASED22,02419,264+2,760+14%$5.6M$7.3M+$1.8M2026-11-03
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED22,00021,000+1,000+5%$6.1M$7.3M+$1.2M2026-10-22
Commonwealth Financial Services, LLC
DECREASED21,99725,797-3,800-15%$7.5M$7.3M-$139.3K2026-10-20
Piar LLC
DECREASED21,97122,711-740-3%$6.6M$7.3M+$745.1K2026-10-21
Raleigh Capital Management Inc.
DECREASED21,95626,096-4,140-16%$7.6M$7.3M-$239.6K2026-10-28
Commerce Advisors, LLC
DECREASED21,92922,527-598-3%$6.5M$7.3M+$784.2K2026-10-19
Capital Planning LLC
INCREASED21,91921,860+59+0%$6.3M$7.3M+$974.0K2026-10-09
Krane Financial Solutions LLC
INCREASED21,88921,652+237+1%$6.3M$7.3M+$1.0M2026-10-30
E&G Advisors, LLC
DECREASED21,88022,314-434-2%$6.5M$7.3M+$829.6K2026-10-13
Owl Creek Wealth Partners LLC
INCREASED21,86721,772+95+0%$6.3M$7.3M+$982.2K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED21,78318,885+2,898+15%$5.5M$7.3M+$1.8M2026-10-29
First Citizens Financial Corp
DECREASED21,77521,803-280%$6.3M$7.3M+$942.6K2026-10-02
First National Bank Sioux Falls
DECREASED21,76422,230-466-2%$5.9M$7.2M+$1.4M2026-10-13
Wolff Wiese Magana LLC
INCREASED21,76421,552+212+1%$6.2M$7.2M+$1.0M2026-10-15
Seven Mile Advisory
DECREASED21,73023,232-1,502-6%$6.7M$7.2M+$514.3K2026-10-22
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED21,70624,874-3,168-13%$7.2M$7.2M+$31.0K2026-10-21
GLR Partners, LLC
INCREASED21,70021,630+70+0%$6.3M$7.2M+$967.7K2026-11-04
Wilkins Investment Counsel Inc
DECREASED21,67321,733-600%$6.3M$7.2M+$928.9K2026-11-03
White Lighthouse Investment Management Inc.
INCREASED21,64121,636+5+0%$6.3M$7.2M+$946.1K2026-10-21
Shira Ridge Wealth Management
DECREASED21,63625,843-4,207-16%$7.5M$7.2M-$272.8K2026-10-09
American Capital Advisory, LLC
INCREASED21,63321,329+304+1%$6.2M$7.2M+$1.0M2026-10-28
Whalen Wealth Management Inc.
INCREASED21,62821,572+56+0%$6.2M$7.2M+$960.5K2026-10-08
Primoris Wealth Advisors, LLC
DECREASED21,62521,630-50%$6.3M$7.2M+$942.7K2026-10-28
AGP Franklin, LLC
INCREASED21,61121,592+19+0%$6.2M$7.2M+$949.1K2026-11-04
Cooper S Advisors, LLC
DECREASED21,58022,201-621-3%$6.4M$7.2M+$762.4K2026-11-03
Mainsail Asset Management, LLC
DECREASED21,56022,275-715-3%$7.4M$7.2M-$241.2K2026-10-14
Ceera Investments, LLC
DECREASED21,55125,201-3,650-14%$7.3M$7.2M-$115.3K2026-11-02
Elevated Capital Advisors, LLC
DECREASED21,53232,827-11,295-34%$9.5M$7.2M-$2.3M2026-11-04
Bayban
UNCHANGED21,51021,51000%$6.2M$6.2M$02026-11-05
FAI Advisors, Inc.
INCREASED21,50120,805+696+3%$6.0M$7.2M+$1.1M2026-10-27
Sycomore Asset Management
UNCHANGED21,47921,47900%$6.6K$6.6K$02026-10-26
Athena Wealth Management, LLC
INCREASED21,47719,867+1,610+8%$5.7M$7.2M+$1.4M2026-10-09
David J Yvars Group
DECREASED21,46121,889-428-2%$6.3M$7.1M+$813.7K2026-10-09
RS Crum Inc.
DECREASED21,44921,493-440%$6.2M$7.1M+$923.8K2026-10-19
Oakmont Investment Advisors, Inc.
INCREASED21,39721,153+244+1%$6.1M$7.1M+$1.0M2026-10-21
New Covenant Trust Company, N.A.
INCREASED21,37819,372+2,006+10%$5.6M$7.1M+$1.5M2026-10-08
First Bancorp, Inc
DECREASED21,37221,970-598-3%$6.4M$7.1M+$760.1K2026-10-26
Virginia Wealth Management Group, Inc.
INCREASED21,29721,267+30+0%$6.2M$7.1M+$938.6K2026-10-14
Waller Financial Planning Group, Inc
INCREASED21,24819,186+2,062+11%$5.6M$7.1M+$1.5M2026-10-07
Orrstown Financial Services Inc
DECREASED21,23721,405-168-1%$6.2M$7.1M+$878.6K2026-10-14
Financial Advisory Partners, LLC
DECREASED21,23421,730-496-2%$6.3M$7.1M+$783.6K2026-10-23
Mascoma Wealth Management LLC
DECREASED21,21221,938-726-3%$6.3M$7.1M+$715.8K2026-10-23
Western Financial Corp
INCREASED21,2096,160+15,049+244%$1.8M$7.1M+$5.3M2026-10-14
BlueChip Wealth Advisors LLC
INCREASED21,19916,435+4,764+29%$4.8M$7.1M+$2.3M2026-11-03
Rooted Wealth Advisors, Inc.
UNCHANGED21,15421,15400%$6.1M$6.1M$02026-11-03
Braeburn Wealth Management LLC
INCREASED21,13320,815+318+2%$6.0M$7.0M+$1.0M2026-10-15
Heartwood Wealth Advisors LLC
DECREASED21,11523,019-1,904-8%$6.7M$7.0M+$370.9K2026-10-05
Meadow Creek Wealth Advisors LLC
INCREASED21,10519,643+1,462+7%$5.7M$7.0M+$1.3M2026-11-02
Berbice Capital Management LLC
DECREASED21,04421,056-120%$6.1M$7.0M+$915.3K2026-10-13
InvesTrust
DECREASED21,04025,406-4,366-17%$7.4M$7.0M-$344.7K2026-10-14
WealthCare Asset Management, LLC
DECREASED21,03144,244-23,213-52%$12.8M$7.0M-$5.8M2026-10-26
Sutton Place Investors LLC
INCREASED21,01720,815+202+1%$6.0M$7.0M+$976.0K2026-10-20
Viking Fund Management LLC
UNCHANGED21,00021,00000%$6.1M$7.0M+$916.9K2026-10-14
Pachira Investments Inc.
INCREASED20,9749,031+11,943+132%$2.6M$7.0M+$4.4M2026-10-14
Phillips Financial Management, LLC
INCREASED20,94820,863+85+0%$6.0M$7.0M+$939.1K2026-10-19
Bouvel Investment Partners, LLC
DECREASED20,94321,327-384-2%$6.2M$7.0M+$803.3K2026-10-13
Collaborative Wealth Managment Inc.
INCREASED20,92920,924+5+0%$6.1M$7.0M+$915.2K2026-11-06
Arta Finance Wealth Management LLC
DECREASED20,89935,197-14,298-41%$10.2M$7.0M-$3.2M2026-10-28
Cortland Associates Inc
DECREASED20,87822,911-2,033-9%$6.6M$7.0M+$324.0K2026-10-29
Hill Island Financial LLC
INCREASED20,85619,436+1,420+7%$5.6M$6.9M+$1.3M2026-10-20
Snider Financial Group
DECREASED20,84621,410-564-3%$6.2M$6.9M+$747.1K2026-10-16
KDK Private Wealth Management, LLC
DECREASED20,83421,666-832-4%$6.3M$6.9M+$668.9K2026-11-03
Centerpoint Advisory Group
INCREASED20,82820,646+182+1%$6.0M$6.9M+$962.0K2026-10-23
CrossGen Wealth, LLC
INCREASED20,78820,683+105+1%$6.0M$6.9M+$937.7K2026-10-30
Emprise Bank
DECREASED20,77721,331-554-3%$6.2M$6.9M+$746.8K2026-10-07
Walker Asset Management, LLC
INCREASED20,77620,769+7+0%$6.0M$6.9M+$909.1K2026-10-13
Kearns & Associates LLC
UNCHANGED20,74320,74300%$6.0M$6.9M+$905.6K2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED20,72620,751-250%$6.0M$6.9M+$897.5K2026-10-15
One Wealth Capital Management, LLC
INCREASED20,71610,846+9,870+91%$3.1M$6.9M+$3.8M2026-10-23
McClarren Financial Advisors, Inc.
DECREASED20,70320,750-470%$6.0M$6.9M+$890.3K2026-10-15
Puff Wealth Management, LLC
INCREASED20,69120,213+478+2%$5.8M$6.9M+$1.0M2026-10-07
Pinion Investment Advisors, LLC
INCREASED20,65920,356+303+1%$5.9M$6.9M+$989.5K2026-11-04
Red Mountain Financial, LLC
DECREASED20,61320,853-240-1%$6.0M$6.9M+$830.3K2026-11-03
Compass Ion Advisors, LLC
INCREASED20,59220,514+78+0%$5.9M$6.9M+$921.5K2026-10-23
Fjell Capital, LLC
INCREASED20,58119,216+1,365+7%$5.6M$6.9M+$1.3M2026-10-13
Uniting Wealth Partners, LLC
INCREASED20,57720,038+539+3%$5.8M$6.9M+$1.1M2026-11-06
BNB Wealth Management, LLC
DECREASED20,55920,800-241-1%$6.0M$6.8M+$827.7K2026-10-28
LeConte Wealth Management, LLC
INCREASED20,53918,823+1,716+9%$5.4M$6.8M+$1.4M2026-10-20
waypoint wealth counsel
INCREASED20,53819,747+791+4%$5.7M$6.8M+$1.1M2026-10-22
Cox Capital Mgt LLC
DECREASED20,52620,586-600%$6.0M$6.8M+$878.8K2026-10-07
Fogel Capital Management, Inc.
INCREASED20,50220,181+321+2%$5.8M$6.8M+$988.0K2026-11-04
Arcataur Capital Management LLC
DECREASED20,46120,655-194-1%$6.0M$6.8M+$837.2K2026-10-21
DBA Trading, LLC
NEW20,400—+20,400——$6.8M—2026-11-04
Aerodigm Wealth, LLC
DECREASED20,38321,831-1,448-7%$6.3M$6.8M+$470.9K2026-10-16
AAF Wealth Management, LLC
DECREASED20,36720,377-100%$5.9M$6.8M+$885.9K2026-10-28
Brown Wealth Management, LLC
INCREASED20,36519,963+402+2%$5.8M$6.8M+$1.0M2026-10-20
Bond & Devick Financial Network, Inc.
DECREASED20,35020,459-109-1%$5.9M$6.8M+$856.9K2026-10-23
Kuhn & Co Investment Counsel
INCREASED20,33519,974+361+2%$5.8M$6.8M+$992.4K2026-10-29
Valtinson Bruner Financial Planning LLC
INCREASED20,31518,883+1,432+8%$5.5M$6.8M+$1.3M2026-11-02
Monument Group Wealth Advisors, LLC
DECREASED20,24821,918-1,670-8%$6.3M$6.7M+$400.8K2026-10-21
Archvest Wealth Advisors, Inc.
INCREASED20,22419,785+439+2%$5.7M$6.7M+$1.0M2026-10-29
Planned Solutions, Inc.
DECREASED20,22420,289-650%$5.9M$6.7M+$864.3K2026-10-19
Fairway Wealth LLC
INCREASED20,1927,164+13,028+182%$2.1M$6.7M+$4.7M2026-10-30
Salvus Wealth Management, LLC
INCREASED20,18720,064+123+1%$5.8M$6.7M+$916.7K2026-10-13
Bright Financial Advisors, Inc.
UNCHANGED20,16520,16500%$5.8M$6.7M+$880.0K2026-10-23
Peavine Capital, LLC
UNCHANGED20,16020,16000%$5.8M$6.7M+$880.2K2026-10-13
Coyle Financial Counsel LLC
DECREASED20,11120,566-455-2%$6.0M$6.7M+$746.5K2026-10-28
apricus wealth, LLC
INCREASED20,09914,769+5,330+36%$4.3M$6.7M+$2.4M2026-10-26
Johnson & White Wealth Management, LLC
DECREASED20,08320,189-106-1%$5.8M$6.7M+$846.1K2026-11-03
Gerber, LLC
INCREASED20,05919,982+77+0%$5.8M$6.7M+$898.1K2026-10-21
Prentice Wealth Management LLC
DECREASED20,04520,405-360-2%$5.9M$6.7M+$771.0K2026-10-20
Welch Financial Planning, LLC
INCREASED20,03719,497+540+3%$5.6M$6.7M+$1.0M2026-11-06
Cambridge Financial Group, LLC
UNCHANGED19,97019,97000%$5.8M$5.8M$02026-10-06
Steinberganna Wealth Management
DECREASED19,94748,306-28,359-59%$14.0M$6.6M-$7.3M2026-10-23
Davis-Rea Ltd.
DECREASED19,94626,214-6,268-24%$7.6M$6.6M-$942.9K2026-10-13
West Paces Advisors Inc.
DECREASED19,93620,012-760%$5.8M$6.6M+$848.4K2026-10-13
Ameliora Wealth Management Ltd.
DECREASED19,93020,218-288-1%$5.9M$6.6M+$786.8K2026-10-23
Union Savings Bank
INCREASED19,91819,681+237+1%$5.7M$6.6M+$938.2K2026-10-14
Integrity Investment Advisors, LLC
INCREASED19,90419,657+247+1%$5.7M$6.6M+$940.4K2026-11-03
Massachusetts Wealth Management
DECREASED19,89621,423-1,527-7%$6.2M$6.6M+$426.8K2026-10-21
Mascagni Wealth Management, Inc.
DECREASED19,84420,077-233-1%$5.8M$6.6M+$799.2K2026-10-23
Vista Investment Partners II, LLC
DECREASED19,82520,119-294-1%$5.8M$6.6M+$780.5K2026-10-15
Successful Portfolios LLC
INCREASED19,82319,782+41+0%$6.2M$6.6M+$353.0K2026-10-09
Rockingstone Advisors LLC
DECREASED19,81919,879-600%$5.8M$6.6M+$847.9K2026-10-16
AMG Asset Management Group, Inc.
DECREASED19,81325,061-5,248-21%$7.3M$6.6M-$653.4K2026-10-21
Forbes Financial Planning, Inc.
UNCHANGED19,79719,79700%$5.7M$6.6M+$864.3K2026-10-23
CKW Financial Group
DECREASED19,72219,915-193-1%$5.9K$6.5M+$6.5M2026-10-29
Philip James Wealth Mangement, LLC
INCREASED19,69019,082+608+3%$5.5M$6.6M+$1.0M2026-10-27
Point Windward Advisors Inc.
DECREASED19,66723,247-3,580-15%$6.7M$6.5M-$177.3K2026-11-06
Fortitude Advisory Group L.L.C.
DECREASED19,66225,099-5,437-22%$7.3M$6.5M-$714.8K2026-10-15
RAM Investment Partners, LLC
INCREASED19,66217,397+2,265+13%$5.0M$6.5M+$1.5M2026-10-21
Frederick Financial Consultants, LLC
INCREASED19,63118,672+959+5%$5.4M$6.5M+$1.1M2026-10-29
Independent Wealth Network Inc.
DECREASED19,62619,841-215-1%$5.7M$6.5M+$794.6K2026-10-19
TPG Advisors LLC
DECREASED19,58720,005-418-2%$5.8M$6.5M+$734.0K2026-10-16
Heritage Investment Group, Inc.
INCREASED19,58419,397+187+1%$5.6M$6.5M+$909.3K2026-11-03
Y.D. More Investments Ltd
INCREASED19,58214,131+5,451+39%$4.1M$6.5M+$2.4M2026-11-02
Tandem Capital Management Corp
DECREASED19,56719,802-235-1%$5.7M$6.5M+$786.3K2026-10-22
Solitude Financial Services
INCREASED19,54719,514+33+0%$5.6M$6.5M+$863.0K2026-10-26
Tucker Asset Management LLC
INCREASED19,53718,595+942+5%$5.4M$6.5M+$1.1M2026-10-29
Dupree Financial Group, LLC
INCREASED19,49719,073+424+2%$5.5M$6.5M+$974.0K2026-10-09
Kurv Investment Management LLC
INCREASED19,49418,024+1,470+8%$5.2M$6.5M+$1.3M2026-10-28
GenWealth Group, Inc.
DECREASED19,47319,656-183-1%$5.7M$6.5M+$797.6K2026-10-16
Rinkey Investments
DECREASED19,46319,648-185-1%$5.7M$6.5M+$796.1K2026-10-28
Hobart Private Capital, LLC
INCREASED19,45618,937+519+3%$5.5M$6.5M+$999.6K2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED19,45012,462+6,988+56%$3.6M$6.5M+$2.9M2026-10-20
Human Investing LLC
INCREASED19,42716,812+2,615+16%$4.9M$6.5M+$1.6M2026-10-19
Essential Investment Partners LLC
DECREASED19,42620,090-664-3%$5.8M$6.5M+$656.0K2026-10-27
StrongBox Wealth, LLC
DECREASED19,39319,438-450%$5.6M$6.5M+$833.7K2026-11-02
Bingham Private Wealth, LLC
INCREASED19,33018,959+371+2%$5.5M$6.4M+$951.5K2026-11-05
Banta Asset Management LP
DECREASED19,32919,526-197-1%$5.7M$6.4M+$786.9K2026-11-02
CJM Wealth Advisers, Ltd.
DECREASED19,32819,923-595-3%$5.8M$6.4M+$671.5K2026-10-27
Fell Capital Management
DECREASED19,31720,767-1,450-7%$6.0M$6.4M+$423.8K2026-10-09
American Institute for Advanced Investment Management, LLP
DECREASED19,31019,550-240-1%$5.7M$6.4M+$773.7K2026-11-03
Challenger Wealth Management
DECREASED19,29919,681-382-2%$5.7M$6.4M+$732.0K2026-10-30
Sjbenen Advisory, LLC
INCREASED19,25619,221+35+0%$5.9M$6.4M+$511.7K2026-10-19
Canton Hathaway, LLC
DECREASED19,24220,218-976-5%$5.9M$6.4M+$557.8K2026-10-23
Vaquero Private Wealth, LTD
DECREASED19,23419,414-180-1%$5.6M$6.4M+$787.8K2026-10-27
TCP Asset Management, LLC
INCREASED19,20114,015+5,186+37%$4.1M$6.4M+$2.4M2026-10-14
G&S Capital LLC
INCREASED19,15718,601+556+3%$5.4M$6.4M+$997.4K2026-10-23
IMPACTfolio, LLC
DECREASED19,13219,308-176-1%$5.6M$6.4M+$784.4K2026-10-28
Hardworking Capital Advisors, LLC
INCREASED19,01918,446+573+3%$5.3M$6.3M+$996.2K2026-10-20
Unique Wealth, LLC
INCREASED19,00018,349+651+4%$5.3M$6.3M+$1.0M2026-10-16
First Financial Corp
DECREASED19,00019,477-477-2%$5.6M$6.3M+$691.5K2026-10-13
Farnam Financial LLC
DECREASED18,93119,012-810%$5.5M$6.5M+$1.0M2026-10-21
Praetorian Wealth Management, Inc.
DECREASED18,92918,960-310%$5.5M$6.3M+$817.5K2026-10-16
Cumberland Advisors Inc
INCREASED18,92818,880+48+0%$5.5M$6.3M+$840.3K2026-10-30
Sage Investment Counsel LLC
DECREASED18,92219,142-220-1%$5.5M$6.3M+$762.7K2026-10-26
Garton & Associates Financial Advisors LLC
DECREASED18,91519,062-147-1%$5.5M$6.3M+$783.3K2026-10-30
Market Street Wealth Management Advisors LLC
INCREASED18,90618,121+785+4%$5.2M$6.3M+$1.1M2026-10-09
Legacy Wealth Asset Management, LLC
DECREASED18,89818,988-900%$5.5M$6.3M+$799.1K2026-10-09
Northern Financial Advisors Inc
INCREASED18,85018,779+71+0%$5.4M$6.3M+$843.1K2026-10-29
Aafmaa Wealth Management & Trust LLC
DECREASED18,84819,115-267-1%$5.5M$6.3M+$745.6K2026-10-14
Platt Wealth Management LLC
DECREASED18,80019,061-261-1%$5.5M$6.3M+$745.0K2026-11-04
RIA Advisory Group LLC
DECREASED18,79327,698-8,905-32%$8.0M$6.3M-$1.8M2026-10-15
Southern Capital Advisors, LLC
DECREASED18,77218,866-940%$5.5M$6.3M+$792.4K2026-10-26
Retirement Guys Formula LLC
DECREASED18,71918,818-99-1%$5.4M$6.2M+$788.8K2026-10-26
Ayalon Insurance Comp Ltd.
DECREASED18,70938,008-19,299-51%$11.0M$6.2M-$4.8M2026-10-08
TruNorth Capital Management, LLC
INCREASED18,70716,490+2,217+13%$4.8M$6.2M+$1.5M2026-10-14
KFA Private Wealth Group, LLC
INCREASED18,69517,976+719+4%$5.2M$6.2M+$1.0M2026-10-07
Jeter Robert S II
INCREASED18,67012,023+6,647+55%$3.8M$6.4M+$2.6M2026-10-16
Heritage OAK Wealth Advisors LLC
INCREASED18,66918,518+151+1%$5.4M$6.2M+$858.6K2026-10-14
Peoples Bank
DECREASED18,66219,067-405-2%$5.5M$6.2M+$697.6K2026-10-26
Melfa Wealth Management, Inc.
DECREASED18,60018,611-110%$5.4M$6.2M+$805.2K2026-11-06
Twelve Points Wealth Management LLC
INCREASED18,55318,339+214+1%$5.3M$6.4M+$1.1M2026-11-03
Austin Wealth Management, LLC
INCREASED18,53118,162+369+2%$6.1M$6.3M+$246.9K2026-11-06
Collar Capital Management, LLC
INCREASED18,48618,470+16+0%$5.3M$6.2M+$811.7K2026-10-28
Willner & Heller, LLC
DECREASED18,47818,794-316-2%$5.4M$6.2M+$715.5K2026-10-28
Baker Boyer National Bank
DECREASED18,46218,826-364-2%$5.4M$6.1M+$700.7K2026-11-05
Blankinship & Foster, LLC
INCREASED18,44018,159+281+2%$5.3M$6.1M+$886.5K2026-10-19
Stone Wealth Partners
INCREASED18,4129,565+8,847+92%$2.8M$6.1M+$3.3M2026-11-05
Peterson Wealth Management
INCREASED18,34912,908+5,441+42%$3.7M$6.1M+$2.4M2026-11-06
S&A Financial Services, Inc.
DECREASED18,33218,523-191-1%$5.4M$6.1M+$745.0K2026-11-03
Center For Asset Management LLC
INCREASED18,30015,690+2,610+17%$4.5M$6.1M+$1.6M2026-10-16
Winter & Associates, Inc.
DECREASED18,28218,980-698-4%$5.5M$6.2M+$714.5K2026-10-23
Barings LLC
INCREASED18,27217,793+479+3%$5.1M$6.1M+$936.4K2026-10-22
First Financial Group Corp
DECREASED18,26919,344-1,075-6%$5.6M$6.1M+$486.7K2026-10-22
Parkway Wealth Management Group, LLC
DECREASED18,22518,598-373-2%$5.4M$6.1M+$687.8K2026-10-20
NIA Impact Advisors, LLC
DECREASED18,22320,824-2,601-12%$6.0M$6.1M+$42.9K2026-11-04
Thrive Capital Management, LLC
INCREASED18,22215,838+2,384+15%$4.6M$6.1M+$1.5M2026-10-28
Greenbush Financial Group, LLC
DECREASED18,21418,361-147-1%$5.3M$6.1M+$752.7K2026-10-15
ASL Financial, LLC
DECREASED18,19518,303-108-1%$5.3M$6.0M+$746.5K2026-10-15
Element Pointe Advisors, LLC
INCREASED18,17117,961+210+1%$5.2M$6.1M+$854.0K2026-10-21
Finward Bancorp
INCREASED18,12717,826+301+2%$5.2M$6.0M+$878.5K2026-10-14
Avion Wealth
DECREASED18,10718,123-160%$5.2M$6.0M+$786.0K2026-11-04
Taylor Financial Group, Inc.
DECREASED18,04419,153-1,109-6%$5.5M$6.0M+$466.9K2026-11-02
RHS Financial, LLC
DECREASED18,02918,862-833-4%$5.5M$6.0M+$546.1K2026-10-13
Verus Wealth Management, LLC
INCREASED18,0244,686+13,338+285%$1.4M$6.0M+$4.6M2026-10-13
Net Worth Advisory Group
DECREASED17,99820,578-2,580-13%$6.0M$5.9M-$9.6K2026-10-20
Nabity-Jensen Investment Management Inc
INCREASED17,99117,531+460+3%$5.1M$6.0M+$918.6K2026-10-23
Blue Line Capital, LLC / IL
DECREASED17,95419,667-1,713-9%$5.7M$6.0M+$288.3K2026-11-04
Warren Street Wealth Advisors, LLC
INCREASED17,94417,615+329+2%$5.1M$6.0M+$878.5K2026-11-04
Royal Harbor Partners, LLC
DECREASED17,91318,088-175-1%$5.2M$6.0M+$731.6K2026-10-29
Rosenberg Matthew Hamilton
INCREASED17,91112,805+5,106+40%$3.7M$6.0M+$2.3M2026-10-05
Andrews Advisory Associates, LLC
DECREASED17,88118,995-1,114-6%$5.5M$6.0M+$458.5K2026-10-15
Coquina Private Wealth LLC
DECREASED17,84718,137-290-2%$5.2M$5.9M+$695.3K2026-10-27
Sterling Financial Planning, Inc.
INCREASED17,84616,124+1,722+11%$4.7M$5.9M+$1.3M2026-10-28
Factor Wealth Management LTD
DECREASED17,84435,111-17,267-49%$10.2M$5.9M-$4.2M2026-10-08
Winebrenner Capital Management LLC
DECREASED17,83718,183-346-2%$5.3M$5.9M+$678.7K2026-10-07
Todd Wealth Management, LLC
DECREASED17,82818,144-316-2%$5.3M$5.9M+$686.8K2026-10-19
Clearwave Capital, LLC
INCREASED17,82217,574+248+1%$5.1M$5.9M+$849.7K2026-10-27
Cape Investment Advisory, Inc.
INCREASED17,81816,316+1,502+9%$4.7M$5.9M+$1.2M2026-10-13
Stone Summit Wealth LLC
DECREASED17,80117,958-157-1%$5.2M$5.9M+$731.8K2026-10-14
Investors Asset Management of Georgia Inc
DECREASED17,79917,847-480%$5.2M$5.9M+$763.3K2026-10-20
Sage Private Wealth Group, LLC
INCREASED17,77817,292+486+3%$5.0M$5.9M+$916.7K2026-10-21
Community Bank of Raymore
UNCHANGED17,77717,77700%$5.1M$5.9M+$776.1K2026-10-23
Meadowbrook Wealth Management, LLC
DECREASED17,73618,289-553-3%$5.3M$5.9M+$614.3K2026-10-08
Accuvest Global Advisors
DECREASED17,69518,667-972-5%$5.4M$5.9M+$492.0K2026-11-04
BCS Wealth Management
DECREASED17,69218,426-734-4%$5.3M$5.9M+$560.0K2026-11-03
Wolff Financial Management LLC
INCREASED17,66017,445+215+1%$5.0M$5.9M+$833.2K2026-10-23
Islay Capital Management, LLC
DECREASED17,64418,480-836-5%$5.3M$5.9M+$528.4K2026-10-20
Sara-Bay Financial
DECREASED17,63418,026-392-2%$5.2M$5.9M+$656.5K2026-10-21
Foresight Capital Management Advisors, Inc.
DECREASED17,62218,330-708-4%$5.3M$5.9M+$564.7K2026-10-27
N10 Wealth, LLC
INCREASED17,5902,774+14,816+534%$802.7K$5.9M+$5.1M2026-10-14
Mission Financial Group, LLC
INCREASED17,56016,795+765+5%$4.9M$5.8M+$987.9K2026-10-21
United Community Bank
INCREASED17,55215,299+2,253+15%$4.4M$5.8M+$1.4M2026-10-28
Navigoe, LLC
UNCHANGED17,53017,53000%$5.1M$5.8M+$765.0K2026-11-04
Silver Grove Financial Group, Inc.
DECREASED17,51417,581-670%$5.1M$5.8M+$745.5K2026-11-05
Ledgewood Wealth Advisors, LLC
UNCHANGED17,49017,49000%$5.1M$5.8M+$763.6K2026-10-09
BAM Wealth Management, LLC
INCREASED17,48716,676+811+5%$4.8M$5.8M+$998.2K2026-10-15
Sylvest Advisors, LLC
DECREASED17,48617,816-330-2%$5.2M$5.8M+$668.2K2026-10-26
Herbst Group, LLC
INCREASED17,46817,443+25+0%$5.0M$5.8M+$769.9K2026-10-20
Bria Capital Group, LLC
DECREASED17,42722,919-5,492-24%$6.6M$5.8M-$828.5K2026-10-22
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED17,40017,40000%$5.0M$5.8M+$759.7K2026-11-06
Saxony Capital Management, LLC
INCREASED17,37814,665+2,713+19%$4.2M$5.8M+$1.5M2026-10-15
Intergy Private Wealth, LLC
INCREASED17,35517,168+187+1%$5.0M$5.8M+$811.9K2026-10-16
WealthSpring Partners, LLC
DECREASED17,34720,177-2,830-14%$5.8M$5.8M-$61.5K2026-10-14
Ahara Advisors LLC
DECREASED17,31417,347-330%$5.0M$5.8M+$746.5K2026-10-29
25 LLC
DECREASED17,28019,330-2,050-11%$5.6M$5.8M+$161.3K2026-10-13
Tradewinds Capital Management, LLC
INCREASED17,26516,976+289+2%$4.9M$5.7M+$837.4K2026-10-23
Aletheian Wealth Advisors LLC
INCREASED17,24317,119+124+1%$5.0M$5.7M+$788.7K2026-10-08
5th Street Advisors, LLC
DECREASED17,23617,311-750%$5.0M$5.7M+$730.8K2026-11-04
Great Point Wealth Advisors, LLC
DECREASED17,22717,436-209-1%$5.0M$5.7M+$691.8K2026-10-15
RFG Holdings, Inc.
DECREASED17,15017,206-560%$5.0M$5.7M+$732.4K2026-10-30
Quantum Financial Partners LLC
INCREASED17,13113,916+3,215+23%$4.0M$5.7M+$1.7M2026-10-19
Firestone Capital Management
DECREASED17,08117,367-286-2%$5.0M$5.7M+$662.8K2026-11-03
Birchwood Financial Partners, Inc.
DECREASED17,05117,174-123-1%$5.0M$5.7M+$708.9K2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED17,05116,971+80+0%$4.9M$5.7M+$767.6K2026-11-05
Ticino Wealth
INCREASED17,01416,456+558+3%$4.8M$5.7M+$904.3K2026-10-13
Tannin Capital LLC
DECREASED17,00818,390-1,382-8%$5.3M$5.7M+$342.5K2026-11-05
Able Wealth Management LLC
DECREASED17,00618,932-1,926-10%$5.3M$5.7M+$325.4K2026-10-13
Enzi Wealth
INCREASED16,97013,756+3,214+23%$4.3M$5.8M+$1.5M2026-10-14
Clarus Wealth Advisors
DECREASED16,95117,468-517-3%$5.5M$5.7M+$232.1K2026-10-13
Todd Asset Management LLC
DECREASED16,93717,047-110-1%$4.9M$5.6M+$707.6K2026-10-27
West Bancorporation Inc
INCREASED16,91716,400+517+3%$4.7M$5.6M+$888.2K2026-10-29
Robbins Farley
DECREASED16,88719,696-2,809-14%$5.7M$5.6M-$75.5K2026-10-21
Private Client Services, LLC
DECREASED16,88518,915-2,030-11%$5.5M$5.6M+$149.9K2026-10-02
Narus Financial Partners, LLC
DECREASED16,84117,935-1,094-6%$5.2M$5.6M+$418.8K2026-10-19
M.E. Allison & Co., Inc.
DECREASED16,83516,970-135-1%$4.9M$5.6M+$696.1K2026-10-09
Warner Financial, Inc
DECREASED16,83017,138-308-2%$5.0M$5.6M+$645.7K2026-11-06
Endeavor Private Wealth, Inc.
INCREASED16,81016,311+499+3%$4.7M$5.6M+$878.5K2026-11-05
Lorne Steinberg Wealth Management Inc.
INCREASED16,80916,357+452+3%$4.7M$5.6M+$864.7K2026-10-23
South Shore Capital Advisors
DECREASED16,78517,185-400-2%$5.0M$5.6M+$617.1K2026-10-20
Crescent Sterling, Ltd.
DECREASED16,77617,447-671-4%$5.0M$5.6M+$538.0K2026-10-16
Carrera Capital Advisors
DECREASED16,76916,838-690%$4.9M$5.6M+$712.1K2026-11-03
Outfitters Financial LLC
DECREASED16,76217,467-705-4%$5.1M$5.6M+$527.8K2026-10-23
MB, Levis & Associates, LLC
DECREASED16,73916,822-830%$4.9M$5.6M+$706.7K2026-10-16
Hurlow Wealth Management Group, Inc.
DECREASED16,72916,763-340%$4.9M$5.6M+$720.6K2026-10-29
Tenon Financial LLC
INCREASED16,72614,002+2,724+19%$4.1M$5.6M+$1.5M2026-10-14
Opus Capital Group, LLC
DECREASED16,71517,177-462-3%$5.0M$5.6M+$597.0K2026-10-30
Syverson Strege & Co
INCREASED16,71316,501+212+1%$4.8M$5.6M+$791.0K2026-11-02
Shuttleworth & Co
DECREASED16,68516,897-212-1%$4.9M$5.6M+$667.1K2026-10-30
West Financial Advisors, LLC
INCREASED16,67516,662+13+0%$4.8M$5.6M+$731.6K2026-10-22
Sentry LLC
DECREASED16,60417,704-1,100-6%$5.1M$5.5M+$406.6K2026-10-30
Beirne Wealth Consulting Services, LLC
INCREASED16,57816,227+351+2%$4.7M$5.5M+$825.4K2026-10-19
Alliance Wealth Advisors, LLC
DECREASED16,55126,997-10,446-39%$7.8M$5.5M-$2.3M2026-10-28
Atlatl Advisers LLC
DECREASED16,55017,263-713-4%$5.0M$5.5M+$516.3K2026-10-22
Davis Capital Management
DECREASED16,55016,931-381-2%$4.9M$5.5M+$612.3K2026-10-08
Motive Wealth Advisors
INCREASED16,53516,182+353+2%$4.7M$5.5M+$824.1K2026-10-26
Forteris Wealth Management Inc.
DECREASED16,53217,552-1,020-6%$5.1M$5.5M+$426.6K2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
DECREASED16,53216,738-206-1%$4.8M$5.5M+$662.2K2026-10-28
4J Wealth Management LLC
DECREASED16,52116,594-730%$4.8M$5.5M+$700.2K2026-11-02
Barnes Dennig Private Wealth Management LLC
DECREASED16,49417,055-561-3%$4.9M$5.5M+$557.8K2026-10-30
Saxon Interests, Inc.
DECREASED16,46144,023-27,562-63%$12.7M$5.5M-$7.3M2026-10-26
Blackston Financial Advisory Group, LLC
INCREASED16,44814,301+2,147+15%$4.1M$5.5M+$1.3M2026-11-04
First Pacific Financial
DECREASED16,40719,484-3,077-16%$5.6M$5.5M-$173.9K2026-10-14
Cascade Investment Advisors, Inc.
DECREASED16,39817,032-634-4%$4.9M$5.5M+$532.5K2026-11-02
Echo45 Advisors LLC
INCREASED16,3919,211+7,180+78%$2.7M$5.5M+$2.8M2026-10-07
Pacific Wealth Strategies Group, Inc.
DECREASED16,36718,521-2,154-12%$5.4M$5.5M+$91.1K2026-11-02
Lynx Capital Group LTD
INCREASED16,35115,803+548+3%$4.6M$5.4M+$872.5K2026-11-04
TFB Advisors LLC
INCREASED16,35015,624+726+5%$4.5M$5.4M+$923.9K2026-11-02
Laurion Capital Management LP
NEW16,313—+16,313——$5.4M—2026-10-30
Watershed Private Wealth LLC
INCREASED16,28411,188+5,096+46%$3.2M$5.4M+$2.2M2026-10-30
OAK Family Advisors, LLC
DECREASED16,28220,838-4,556-22%$6.0M$5.4M-$607.4K2026-10-19
Reik & Co., LLC
DECREASED16,26916,849-580-3%$4.9M$5.4M+$542.5K2026-10-27
Ariadne Wealth Management, LP
INCREASED16,25016,019+231+1%$4.6M$5.4M+$776.3K2026-11-06
MBA Advisors LLC
DECREASED16,23816,283-450%$4.7M$5.4M+$696.0K2026-10-29
Jacksonville Wealth Management, LLC
DECREASED16,19216,321-129-1%$4.7M$5.4M+$669.7K2026-10-30
IMZ Advisory Inc
INCREASED16,16516,063+102+1%$4.6M$5.4M+$735.3K2026-11-03
KWB Wealth
DECREASED16,14716,563-416-3%$4.8M$5.4M+$584.8K2026-10-16
One Plus One Wealth Management, LLC
DECREASED16,14016,183-430%$4.7M$5.4M+$692.2K2026-10-16
Alliance Wealth Advisors, LLC
DECREASED16,09416,399-305-2%$4.7M$5.4M+$614.4K2026-10-14
Compass Financial Group, Inc
INCREASED16,08715,151+936+6%$4.4M$5.4M+$973.2K2026-10-13
New Wave Wealth Advisors LLC
DECREASED16,07318,307-2,234-12%$5.3M$5.5M+$188.0K2026-10-19
KW Wealth Management LLC
NEW16,066—+16,066——$5.4M—2026-10-28
Grant Street Asset Management, Inc.
DECREASED16,04816,268-220-1%$4.7M$5.3M+$637.0K2026-10-26
Acorn Creek Capital LLC
DECREASED16,04716,212-165-1%$4.7M$5.3M+$652.8K2026-11-05
Kaufman Rossin Wealth, LLC
INCREASED16,04312,743+3,300+26%$4.0M$5.3M+$1.3M2026-10-19
Pathway Financial Advisors LLC
DECREASED16,02616,200-174-1%$5.0M$5.3M+$337.1K2026-10-07
Rainey & Randall Wealth Advisors Inc.
DECREASED16,00516,176-171-1%$4.7M$5.3M+$649.3K2026-10-26
Barry Investment Advisors, LLC
DECREASED15,97218,740-2,768-15%$5.4M$5.3M-$103.7K2026-10-14
Legacy CG, LLC
DECREASED15,95919,617-3,658-19%$5.7M$5.3M-$361.7K2026-10-30
GS Investments, Inc.
DECREASED15,94816,238-290-2%$4.7M$5.3M+$612.4K2026-11-05
Malaga Cove Capital, LLC
DECREASED15,94816,088-140-1%$4.7M$5.3M+$655.8K2026-10-23
Wrenne Financial Planning LLC
INCREASED15,92915,574+355+2%$4.5M$5.3M+$798.4K2026-10-30
Fortress Financial Solutions, LLC
NEW15,923—+15,923——$5.3M—2026-10-14
North Capital, Inc.
DECREASED15,91817,404-1,486-9%$5.0M$5.4M+$396.4K2026-10-16
DecisionMap Wealth Management, LLC
DECREASED15,90816,287-379-2%$4.7M$5.3M+$584.9K2026-10-29
BFI Infinity Ltd.
INCREASED15,90114,548+1,353+9%$4.2M$5.3M+$1.1M2026-10-16
Guerra PAN Advisors, LLC
INCREASED15,85615,255+601+4%$4.4M$5.4M+$1.0M2026-10-26
Gouws Capital LLC
UNCHANGED15,82815,82800%$4.6M$5.3M+$691.1K2026-10-09
Cornerstone National Bank & Trust Co
INCREASED15,82410,596+5,228+49%$3.1M$5.2M+$2.1M2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED15,82015,529+291+2%$4.5M$5.3M+$774.7K2026-10-16
Argus Investors' Counsel, Inc.
INCREASED15,81915,813+6+0%$4.6M$5.3M+$692.4K2026-10-09
Kraematon Investment Advisors, Inc
DECREASED15,80616,443-637-4%$4.8M$5.3M+$505.6K2026-11-02
Karras Company, Inc.
DECREASED15,78616,070-284-2%$4.6M$5.3M+$607.1K2026-10-16
Smith Thornton Advisors LLC
DECREASED15,77916,288-509-3%$5.2M$5.3M+$86.6K2026-10-16
Paradigm Asset Management Co LLC
DECREASED15,75017,446-1,696-10%$5.0M$5.2M+$196.9K2026-11-05
Arnold Financial Planning LLC
DECREASED15,73917,885-2,146-12%$5.2M$5.2M+$66.2K2026-10-20
Tlwm
INCREASED15,73015,462+268+2%$4.5M$5.2M+$764.3K2026-10-09
Capstone Wealth Management Group, LLC
INCREASED15,71015,549+161+1%$4.5M$4.0M-$499.1K2026-11-05
Aspetuck Financial Management LLC
DECREASED15,70518,010-2,305-13%$5.2M$5.2M+$18.7K2026-11-04
Lifestyle Asset Management, Inc.
INCREASED15,68614,539+1,147+8%$4.2M$5.2M+$1.0M2026-10-20
CGC Financial Services, LLC
DECREASED15,67516,119-444-3%$4.7M$5.2M+$555.9K2026-10-13
Well Done, LLC
DECREASED15,60316,135-532-3%$4.7M$5.2M+$527.3K2026-10-20
Meridian Management Co
DECREASED15,60116,312-711-4%$4.7M$5.2M+$475.5K2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED15,57816,585-1,007-6%$4.8M$5.2M+$389.0K2026-10-14
Piedmont Capital Management, LLC
INCREASED15,54215,409+133+1%$4.5M$5.2M+$717.0K2026-10-21
Ferguson Shapiro LLC
DECREASED15,51516,621-1,106-7%$4.8M$5.2M+$357.5K2026-10-16
Smith Partners Wealth Management, LLC
INCREASED15,42813,190+2,238+17%$3.8M$5.1M+$1.3M2026-11-05
Monetary Solutions, Ltd
DECREASED15,42215,482-600%$4.5M$5.1M+$656.0K2026-10-22
August Group Capital Ltd
INCREASED15,40815,359+49+0%$4.4M$5.1M+$686.9K2026-10-14
Donalies Financial Planning, LLC
DECREASED15,36015,451-91-1%$4.5M$5.1M+$644.2K2026-10-19
Redmond Asset Management, LLC
DECREASED15,32115,962-641-4%$4.6M$5.1M+$483.6K2026-10-27
Carbahal Olsen Financial Services Group, LLC
DECREASED15,31915,656-337-2%$4.5M$5.1M+$571.0K2026-11-05
Wiser Wealth Management, Inc
INCREASED15,31613,967+1,349+10%$4.0M$5.1M+$1.1M2026-10-14
Dhjj Financial Advisors, Ltd.
INCREASED15,25015,244+6+0%$4.4M$5.1M+$667.6K2026-10-23
Aspen Wealth Management LLC
INCREASED15,23913,945+1,294+9%$4.0M$5.1M+$1.0M2026-10-14
NBZ Investment Advisors LLC
DECREASED15,21715,287-700%$4.4M$5.1M+$644.2K2026-10-30
Camden National Bank
DECREASED15,20815,448-240-2%$4.5M$5.1M+$594.5K2026-11-02
Murphy Pohlad Asset Management LLC
DECREASED15,16915,394-225-1%$4.5M$5.1M+$597.2K2026-10-22
RM Financial Services, LLC
DECREASED15,15815,189-310%$4.4M$5.0M+$652.8K2026-11-03
Silphium Asset Management Ltd
DECREASED15,09019,160-4,070-21%$5.5M$5.0M-$518.9K2026-10-27
Burkett Financial Services, LLC
INCREASED15,07814,000+1,078+8%$4.1M$5.0M+$970.1K2026-10-01
Pacific Asset Management, LLC
INCREASED15,0449,005+6,039+67%$2.6M$5.0M+$2.4M2026-10-15
Matrix Trust Co
INCREASED15,02914,478+551+4%$4.2M$5.0M+$816.0K2026-10-07
Kelly Financial Services LLC
INCREASED15,01914,919+100+1%$4.3M$5.0M+$684.8K2026-10-20
John G Ullman & Associates Inc
INCREASED15,01014,507+503+3%$4.2M$5.0M+$800.9K2026-11-04
Clientfirst Wealth Management, LLC
UNCHANGED15,00215,00200%$4.3M$5.0M+$655.0K2026-11-04
MN Wealth Advisors, LLC
INCREASED14,96514,506+459+3%$4.2M$5.0M+$786.2K2026-10-23
Measured Risk Portfolios, Inc.
DECREASED14,94515,433-488-3%$4.5M$5.0M+$511.1K2026-10-21
Sicart Associates LLC
UNCHANGED14,92314,92300%$4.3M$5.1M+$807.3K2026-10-29
Diesslin Group, Inc.
DECREASED14,92114,993-720%$4.3M$5.0M+$630.5K2026-10-14
Cpwa, LLC
INCREASED14,89814,884+14+0%$4.3M$5.1M+$773.0K2026-11-04
Scheeler Financial LLC
NEW14,892—+14,892——$5.0M—2026-10-13
A&I Financial Services, LLC
INCREASED14,85214,841+11+0%$4.3M$4.9M+$651.6K2026-10-15
Forza Wealth Management, LLC
INCREASED14,84413,156+1,688+13%$3.8M$4.9M+$1.1M2026-10-20
Clear Point Advisors Inc.
INCREASED14,83914,786+53+0%$4.3M$4.9M+$663.2K2026-10-30
Hutchens & Kramer Investment Management Group, LLC
DECREASED14,83515,337-502-3%$4.4M$4.9M+$502.5K2026-10-16
Center for Wealth Management Advisory
DECREASED14,79315,603-810-5%$4.5M$4.9M+$411.2K2026-10-23
Strong Retirement Solutions LLC
DECREASED14,72315,294-571-4%$4.4M$4.9M+$477.6K2026-10-07
Investment Insight Wealth Management, LLC
DECREASED14,71514,756-410%$4.3M$4.9M+$630.4K2026-10-30
Decision Investments, Inc
INCREASED14,70414,670+34+0%$4.2M$4.9M+$651.8K2026-10-07
Three Magnolias Financial Advisors, LLC
DECREASED14,69118,246-3,555-19%$5.3M$4.9M-$387.3K2026-10-14
Towerpoint Wealth, LLC
DECREASED14,68415,426-742-5%$4.5M$4.9M+$426.2K2026-10-13
Prudent Man Investment Management, Inc.
INCREASED14,66614,286+380+3%$3.9M$4.9M+$1.0M2026-11-03
Legal Advantage Investments, Inc.
UNCHANGED14,66414,66400%$4.2M$4.9M+$640.2K2026-10-13
Client 1ST Advisory Group, LLC
DECREASED14,65914,781-122-1%$4.3M$4.9M+$604.7K2026-10-19
MinichMacGregor Wealth Management, LLC
INCREASED14,62713,828+799+6%$4.0M$4.9M+$869.9K2026-10-14
MRA Advisory Group
DECREASED14,61814,993-375-2%$4.3M$4.9M+$529.6K2026-10-07
CPA Asset Management Group, LLC
DECREASED14,60815,897-1,289-8%$4.6M$4.9M+$264.5K2026-10-26
Selby Wealth Management, LLC
DECREASED14,58615,531-945-6%$4.5M$4.9M+$363.4K2026-10-16
Palatine Hill Wealth Management, LLC
INCREASED14,58414,572+12+0%$4.2M$4.9M+$640.6K2026-11-03
Werlinich Asset Management, LLC
UNCHANGED14,58014,58000%$4.2M$4.9M+$636.6K2026-10-09
Mccarter Private Wealth Services LLC
DECREASED14,55314,755-202-1%$4.3M$4.8M+$577.0K2026-10-22
Single Point Partners, LLC
DECREASED14,53914,747-208-1%$4.3M$4.8M+$574.6K2026-10-19
Kellett Wealth Advisors, LLC
DECREASED14,50914,658-149-1%$4.2M$4.8M+$590.1K2026-10-15
Baer Investment Advisory LLC
DECREASED14,48215,029-547-4%$4.2M$4.8M+$598.4K2026-10-13
Allegiance Financial Group Advisory Services LLC
INCREASED14,47613,304+1,172+9%$3.8M$4.8M+$971.3K2026-11-02
Cap Partners, LLC
DECREASED14,43414,619-185-1%$4.2M$4.8M+$576.6K2026-10-19
Granite Group Advisors, LLC
DECREASED14,42115,082-661-4%$4.4M$4.8M+$438.3K2026-10-14
Capital Squared Financial LLC
DECREASED14,40714,468-610%$4.2M$4.8M+$611.2K2026-10-30
Invenio Wealth Partners LLC
DECREASED14,39914,443-440%$4.2M$4.8M+$615.9K2026-10-20
AdviceOne Advisory Services, LLC
DECREASED14,38014,638-258-2%$4.2M$4.8M+$553.1K2026-10-19
Epiq Partners, LLC
DECREASED14,32414,766-442-3%$4.3M$4.8M+$497.5K2026-10-07
Focus Wealth Advisors, LLC
DECREASED14,30214,558-256-2%$4.2M$4.8M+$550.3K2026-10-14
Shepherd Street Advisors LLC
DECREASED14,30114,339-380%$4.7M$4.8M+$118.3K2026-10-21
Paradigm, Strategies in Wealth Management, LLC
DECREASED14,25714,852-595-4%$4.3M$4.7M+$450.3K2026-10-16
Mendel Money Management
DECREASED14,21214,873-661-4%$4.3M$4.7M+$429.2K2026-11-02
Legacy Wealth Partners, LLC
DECREASED14,20614,289-83-1%$4.1M$4.7M+$596.1K2026-10-15
MMA Asset Management LLC
INCREASED14,20411,446+2,758+24%$3.3M$4.7M+$1.4M2026-11-02
Eagle Harbor Asset Management Inc
DECREASED14,19114,238-470%$4.1M$4.7M+$606.0K2026-10-21
Park Edge Advisors, LLC
INCREASED14,14913,603+546+4%$3.9M$4.7M+$775.9K2026-10-28
Williams & Novak Wealth Management, LLC
INCREASED14,12312,792+1,331+10%$3.7M$4.7M+$1.0M2026-10-09
First City Capital Management, Inc.
DECREASED14,11414,359-245-2%$4.2M$4.7M+$545.4K2026-10-27
Cherrydale Wealth Management, LLC
INCREASED14,10114,041+60+0%$4.1M$4.7M+$632.6K2026-10-20
Nestegg Advisors, Inc.
INCREASED14,10014,052+48+0%$4.1M$4.7M+$629.5K2026-10-21
Gill Capital Partners, LLC
INCREASED14,09914,002+97+1%$4.1M$4.7M+$643.4K2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED14,08714,395-308-2%$4.2M$4.7M+$526.0K2026-10-13
Financial Solutions Advisory Group, Inc.
INCREASED14,07113,367+704+5%$4.2M$4.8M+$606.1K2026-10-28
Fortune 45 LLC
INCREASED14,03213,447+585+4%$3.9M$4.7M+$781.5K2026-10-14
Rayburn West Financial Services LLC
INCREASED14,02513,935+90+1%$4.0M$4.7M+$638.4K2026-11-03
Catalyst Private Wealth, LLC
INCREASED14,02412,846+1,178+9%$3.7M$4.7M+$953.1K2026-10-13
Portfolio Strategies, Inc.
DECREASED13,99814,130-132-1%$4.1M$4.7M+$573.0K2026-11-06
Mraz, Amerine & Associates, Inc.
DECREASED13,99714,285-288-2%$4.1M$4.7M+$527.8K2026-10-30
Canandaigua National Trust Co of Florida
NEW13,991—+13,991——$4.7M—2026-10-07
Flower City Capital
DECREASED13,98914,034-450%$4.1M$4.7M+$597.8K2026-10-15
Total Wealth Planning & Management, Inc.
DECREASED13,98615,186-1,200-8%$4.4M$4.7M+$263.2K2026-10-23
Master's Wealth Management Inc.
INCREASED13,96913,583+386+3%$3.9M$4.7M+$721.9K2026-10-22
KG Capital Management
DECREASED13,95814,511-553-4%$4.2M$4.6M+$449.4K2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
INCREASED13,95713,871+86+1%$4.0M$4.6M+$634.1K2026-10-28
Powell Investment Advisors, LLC
DECREASED13,93114,199-268-2%$4.1M$4.6M+$530.7K2026-10-22
HMS Capital Management, LLC
INCREASED13,89913,804+95+1%$4.0M$4.6M+$634.6K2026-10-20
Financial & Tax Architects, LLC
DECREASED13,89015,929-2,039-13%$4.6M$4.6M+$16.4K2026-10-15
Shrier Wealth Management, LLC
DECREASED13,89013,923-330%$4.0M$4.6M+$597.1K2026-10-20
WealthTrust Asset Management, LLC
DECREASED13,87517,620-3,745-21%$5.1M$4.6M-$477.8K2026-10-22
Proathlete Wealth Management LLC
INCREASED13,8654,489+9,376+209%$1.3M$4.6M+$3.3M2026-10-15
Autumn Glory Partners, LLC
INCREASED13,84313,796+47+0%$4.0M$4.6M+$618.0K2026-10-26
B.O.S.S. Retirement Advisors, LLC
DECREASED13,80518,624-4,819-26%$5.4M$4.6M-$791.8K2026-10-26
Entrewealth, LLC
INCREASED13,80312,883+920+7%$4.0M$4.6M+$571.8K2026-10-14
Washburn Capital Management, Inc.
INCREASED13,80011,745+2,055+18%$3.4M$4.6M+$1.2M2026-10-19
Avondale Wealth Management
DECREASED13,79614,885-1,089-7%$4.3M$4.6M+$287.2K2026-10-15
Foundation Wealth Management, LLC
INCREASED13,79413,048+746+6%$3.8M$4.6M+$818.4K2026-10-22
Northern Capital Management, Inc.
DECREASED13,77213,813-410%$4.0M$4.6M+$589.0K2026-11-05
Sensible Money, LLC
DECREASED13,74013,993-253-2%$4.0M$4.6M+$526.5K2026-10-20
Peoples Bank
DECREASED13,72614,951-1,225-8%$4.3M$4.6M+$244.8K2026-10-09
Parkshore Wealth Management, Inc.
DECREASED13,72238,406-24,684-64%$11.1M$4.6M-$6.5M2026-10-13
Innovative Advisory Group, LLC
DECREASED13,69713,749-520%$4.0M$4.6M+$583.0K2026-10-13
Sterling Group Wealth Management, LLC
DECREASED13,69116,960-3,269-19%$4.9M$4.6M-$348.1K2026-11-03
Smart Wealth LLC
DECREASED13,67113,782-111-1%$4.0M$4.6M+$564.9K2026-11-04
Omni 360 Wealth, Inc.
INCREASED13,66211,648+2,014+17%$3.4M$4.5M+$1.2M2026-10-13
Brooklyn FI, LLC
INCREASED13,6564,709+8,947+190%$1.5M$4.8M+$3.2M2026-11-05
Pacific Excel Wealth Advisors, Inc.
DECREASED13,62124,145-10,524-44%$7.0M$4.6M-$2.4M2026-10-27
RMG Wealth Management LLC
INCREASED13,54913,397+152+1%$4.0M$4.7M+$639.4K2026-10-26
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED13,48713,407+80+1%$3.9M$4.5M+$612.0K2026-10-27
Global Trust Wealth Management LLC
INCREASED13,48310,787+2,696+25%$3.1M$4.5M+$1.4M2026-10-14
Dodds Wealth, LLC
INCREASED13,45013,386+64+0%$3.9M$4.5M+$605.8K2026-11-02
Curtis Advisory Group, LLC
DECREASED13,44913,563-114-1%$3.9M$4.5M+$554.2K2026-10-28
LiftPoint Family Wealth Advisors LLC
DECREASED13,43713,570-133-1%$3.9M$4.5M+$548.2K2026-11-03
Orin Green Financial, LLC
DECREASED13,42313,684-261-2%$4.0M$4.5M+$510.6K2026-10-19
Peterson Wealth Advisors, LLC
DECREASED13,41113,414-30%$3.9M$4.5M+$584.8K2026-10-08
Parrish Capital LLC
DECREASED13,41013,956-546-4%$4.0M$4.5M+$427.5K2026-10-01
Macroview Investment Management LLC
INCREASED13,39113,197+194+1%$3.8M$4.5M+$640.9K2026-10-26
Midwest Professional Planners, Ltd.
DECREASED13,38513,457-72-1%$3.9M$4.5M+$563.7K2026-10-29
ADE, LLC
DECREASED13,37313,416-430%$3.9M$4.5M+$571.4K2026-10-29
Roxbury Financial LLC
INCREASED13,37013,138+232+2%$3.8M$4.5M+$650.6K2026-10-01
Bright Futures Wealth Management, Llc.
DECREASED13,34913,651-302-2%$4.0M$4.4M+$495.6K2026-10-23
Carlson Financial, Inc.
DECREASED13,34313,386-430%$3.9M$4.4M+$568.2K2026-11-05
OFS Enterprise LLC
INCREASED13,33213,276+56+0%$3.8M$4.4M+$598.4K2026-10-16
Guidance Capital, Inc
DECREASED13,33015,579-2,249-14%$5.2M$4.5M-$682.2K2026-11-03
Wealth Forward, LLC
INCREASED13,32713,292+35+0%$3.8M$4.4M+$592.0K2026-10-14
Capstone Wealth Management, LLC
INCREASED13,31112,372+939+8%$3.6M$4.4M+$852.8K2026-11-02
WMS Group LLC
DECREASED13,30913,603-294-2%$3.9M$4.4M+$496.0K2026-11-06
WealthCare Investment Partners, LLC
DECREASED13,30313,737-434-3%$4.0M$4.4M+$455.2K2026-11-05
Capital Square, LLC
DECREASED13,30313,324-210%$4.2M$4.4M+$228.9K2026-10-19
Fenimore Asset Management Inc
UNCHANGED13,29613,29600%$3.8M$4.4M+$580.5K2026-10-08
Align Financial, LLC
DECREASED13,27113,704-433-3%$4.0M$4.4M+$454.1K2026-10-16
Capitol Family Office, Inc.
INCREASED13,24912,385+864+7%$3.6M$4.4M+$828.5K2026-10-13
Wealthcare Capital Partners, LLC
INCREASED13,23613,171+65+0%$3.8M$4.4M+$596.6K2026-10-21
Tectonic Advisors LLC
INCREASED13,22813,016+212+2%$3.8M$4.4M+$638.9K2026-10-22
Kondo Wealth Advisors, Inc.
INCREASED13,22413,171+53+0%$3.8M$4.4M+$593.0K2026-10-19
Mountain Pacific Investment Advisers LLC
INCREASED13,22313,048+175+1%$3.8M$4.4M+$627.9K2026-10-29
Carmel Capital Partners, LLC
INCREASED13,21212,256+956+8%$3.5M$4.4M+$853.4K2026-11-03
RCS Financial Planning, LLC
DECREASED13,16913,374-205-2%$3.9M$4.4M+$515.6K2026-10-14
Valued Retirements, Inc.
DECREASED13,16814,067-899-6%$4.1M$4.4M+$314.6K2026-11-06
Global Wealth Strategies & Associates
INCREASED13,16611,051+2,115+19%$3.2M$4.4M+$1.2M2026-10-02
Power Wealth Management LLC
INCREASED13,09312,831+262+2%$3.7M$4.4M+$647.3K2026-10-27
Entruity Wealth, LLC
DECREASED13,09013,384-294-2%$3.9M$4.4M+$486.6K2026-11-06
TRB Advisors LP
UNCHANGED13,00013,00000%$3.8M$4.3M+$567.6K2026-11-03
Vilga Financial Planning LLC
DECREASED12,99813,245-247-2%$3.8M$4.3M+$496.0K2026-10-09
Lakeshore Capital Group, Inc.
INCREASED12,97712,239+738+6%$3.5M$4.3M+$780.3K2026-10-20
Guild Investment Management, Inc.
DECREASED12,96212,972-100%$3.8M$4.3M+$563.0K2026-11-03
Townsend & Associates, Inc
INCREASED12,95612,621+335+3%$4.1M$4.5M+$328.3K2026-10-23
Pathway Wealth Management LLC
UNCHANGED12,95012,95000%$3.7M$4.3M+$565.4K2026-10-19
Paragon Capital Management Ltd
DECREASED12,94513,242-297-2%$3.8M$4.3M+$479.0K2026-10-09
Main Street Group, LTD
INCREASED12,94112,876+65+1%$3.7M$4.3M+$583.8K2026-10-28
Miller Financial Services LLC
DECREASED12,90913,062-153-1%$3.8M$4.3M+$519.4K2026-10-20
Seven Hills Financial, LLC
NEW12,883—+12,883——$4.3M—2026-10-13
Wetzel Investment Advisors, Inc.
DECREASED12,84413,265-421-3%$3.8M$4.3M+$439.0K2026-10-13
Latitude Advisors, LLC
INCREASED12,83412,297+537+4%$3.6M$4.3M+$715.8K2026-10-27
Terra Nova Asset Management LLC
INCREASED12,82911,898+931+8%$3.4M$4.3M+$829.3K2026-10-13
Atala Financial Inc
INCREASED12,82111,272+1,549+14%$3.3M$4.3M+$1.0M2026-10-22
Bank & Trust Co
INCREASED12,81212,810+2+0%$3.7M$4.3M+$560.0K2026-10-07
Summa Corp.
INCREASED12,80612,060+746+6%$3.5M$4.3M+$775.0K2026-10-30
Accelerate Investment Advisors LLC
DECREASED12,80414,712-1,908-13%$4.3M$4.3M+$6.8K2026-11-02
MKT Advisors LLC
DECREASED12,79313,676-883-6%$4.2M$4.4M+$106.6K2026-10-20
Bullock Wealth Management Group
INCREASED12,78612,782+4+0%$3.8M$4.2M+$460.6K2026-10-09
Altrius Capital Management Inc
INCREASED12,7856,072+6,713+111%$1.8M$4.3M+$2.5M2026-11-05
Weinberger Asset Management, Inc
INCREASED12,78312,598+185+1%$3.9M$4.3M+$365.4K2026-10-28
Cannon Advisors, Inc.
INCREASED12,77012,392+378+3%$3.9M$4.4M+$456.3K2026-10-14
Greater Midwest Financial Group, LLC
INCREASED12,75012,731+19+0%$3.7M$4.2M+$562.1K2026-10-13
J. Team Financial, Inc.
INCREASED12,74912,734+15+0%$3.7M$4.2M+$560.7K2026-11-03
Guardian Financial Partners, LLC
INCREASED12,71912,496+223+2%$3.6M$4.2M+$620.1K2026-11-04
Cherry Tree Wealth Management, LLC
DECREASED12,69612,773-77-1%$3.7M$4.2M+$532.0K2026-10-15
PTM Wealth Management, LLC
DECREASED12,66212,735-73-1%$4.2M$4.2M-$16.7K2026-10-23
Smith Asset Management Co., LLC
DECREASED12,62613,293-667-5%$3.8M$4.2M+$358.2K2026-10-16
Ulland Investment Advisors, LLC
DECREASED12,61512,751-136-1%$3.7M$4.2M+$511.0K2026-10-13
Kachkovsky & Fisher, Inc.
INCREASED12,60912,595+14+0%$3.6M$4.2M+$554.6K2026-10-21
Skyline Advisors, Inc.
DECREASED12,59812,886-288-2%$3.7M$4.2M+$466.7K2026-11-03
Commonwealth Retirement Investments LLC
INCREASED12,59712,119+478+4%$3.5M$4.2M+$688.3K2026-10-26
Gilpin Wealth Management, LLC
INCREASED12,59011,586+1,004+9%$3.4M$4.2M+$840.2K2026-10-09
Financial Symmetry Inc
DECREASED12,52012,525-50%$3.6M$4.2M+$545.2K2026-10-06
Veery Capital, LLC
DECREASED12,51312,886-373-3%$3.7M$4.2M+$438.5K2026-10-07
Verde Capital Management
DECREASED12,50915,743-3,234-21%$4.6M$4.2M-$389.5K2026-10-28
Value Investment Professionals, LLC
INCREASED12,50712,486+21+0%$3.6M$4.2M+$552.0K2026-10-13
Voisard Asset Management Group, Inc.
INCREASED12,50311,397+1,106+10%$3.3M$4.2M+$865.8K2026-10-13
BlueSky Wealth Advisors, LLC
INCREASED12,48911,188+1,301+12%$3.2M$4.2M+$921.7K2026-10-29
Instrumental Wealth, LLC
INCREASED12,48512,259+226+2%$3.5M$4.2M+$610.4K2026-10-20
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED12,47812,525-470%$3.6M$4.2M+$531.0K2026-11-03
True Link Financial Advisors, LLC
INCREASED12,4184,279+8,139+190%$1.2M$4.1M+$2.9M2026-10-27
Paladin Partners, LLC
INCREASED12,40412,402+2+0%$3.6M$4.1M+$541.9K2026-10-06
Alessandra Capital Management, LLC
DECREASED12,40213,129-727-6%$3.8M$4.1M+$331.1K2026-10-30
Lattice Capital Management, LLC
DECREASED12,40032,400-20,000-62%$9.4M$4.1M-$5.2M2026-11-03
Apex Wealth Management, LLC
INCREASED12,37812,316+62+1%$3.6M$4.1M+$558.1K2026-10-20
Redwood Park Advisors LLC
INCREASED12,35911,749+610+5%$3.4M$4.1M+$716.1K2026-11-02
Jefferson Bridge Capital, LLC
UNCHANGED12,31412,31400%$3.6M$4.1M+$537.6K2026-11-06
Invested Advisors
DECREASED12,29512,473-178-1%$3.6M$4.1M+$485.3K2026-10-23
Elm3 Financial Group, LLC
DECREASED12,29212,657-365-3%$3.7M$4.1M+$431.0K2026-10-07
Rational Advisors, Inc.
DECREASED12,29015,510-3,220-21%$4.5M$4.1M-$395.2K2026-11-02
Sard Wealth Management Group, LLC
INCREASED12,28411,839+445+4%$3.4M$4.1M+$665.1K2026-10-16
Hofer & Associates. Inc
DECREASED12,27622,455-10,179-45%$6.5M$4.1M-$2.4M2026-10-13
RED Crane Wealth Management, LLC
INCREASED12,27611,945+331+3%$3.5M$4.1M+$631.7K2026-10-14
Droms Strauss Advisors Inc
DECREASED12,27612,327-510%$3.6M$4.1M+$521.3K2026-11-03
AXS Investments LLC
INCREASED12,22311,458+765+7%$3.3M$4.1M+$755.0K2026-11-04
Keener Financial Planning LLC
INCREASED12,21311,303+910+8%$3.3M$4.1M+$797.2K2026-11-06
Elevated Private Wealth, LLC
DECREASED12,19912,315-116-1%$3.6M$4.1M+$499.1K2026-10-15
Baring Financial LLC
INCREASED12,16211,181+981+9%$3.2M$4.1M+$814.8K2026-10-07
Amitell Capital Pte Ltd
UNCHANGED12,15312,15300%$3.5M$4.0M+$530.6K2026-11-02
DeLarme Wealth Management, Inc.
INCREASED12,14211,830+312+3%$3.4M$4.0M+$620.4K2026-10-30
Blake Schutter Theil Wealth Advisors, LLC
DECREASED12,12612,246-120-1%$3.5M$4.0M+$494.7K2026-11-02
Shayne & Jacobs, LLC
INCREASED12,06712,066+1+0%$3.5M$4.0M+$527.1K2026-10-21
Eads & Heald Wealth Management
DECREASED12,06512,560-495-4%$3.6M$4.0M+$383.5K2026-10-29
Certior Financial Group, LLC
DECREASED12,05712,119-62-1%$3.5M$4.0M+$508.5K2026-10-19
Briaud Financial Planning Inc
INCREASED12,04711,605+442+4%$3.4M$4.0M+$653.9K2026-10-20
St. Louis Financial Planners Asset Management, LLC
INCREASED12,02511,831+194+2%$3.7M$4.0M+$332.6K2026-10-16
Defined Wealth Management, LLC
INCREASED12,01511,897+118+1%$3.4M$4.0M+$558.7K2026-10-19
Sherman Asset Management, Inc.
DECREASED11,98112,591-610-5%$3.6M$4.0M+$346.6K2026-11-05
Stonehearth Capital Management, LLC
DECREASED11,96511,977-120%$3.5M$4.0M+$519.0K2026-10-13
Sidoxia Capital Management, LLC
INCREASED11,95811,681+277+2%$3.4M$4.0M+$602.3K2026-10-28
QP Wealth Management, LLC
DECREASED11,95312,140-187-2%$3.5M$4.0M+$467.8K2026-10-20
Tributary Capital Management, LLC
DECREASED11,95212,702-750-6%$3.7M$4.0M+$304.8K2026-10-28
Collective Family Office LLC
DECREASED11,94412,144-200-2%$3.5M$4.0M+$463.6K2026-10-05
Rhodes Investment Advisors Inc
INCREASED11,94311,902+41+0%$3.4M$4.0M+$533.3K2026-10-07
R. W. Roge & Company, Inc.
INCREASED11,93710,570+1,367+13%$3.1M$4.0M+$917.0K2026-11-04
Schorn Wealth LLC
DECREASED11,93211,938-60%$3.5M$4.0M+$519.3K2026-10-14
Sterling Manor Financial, LLC
NEW11,913—+11,913——$4.0M—2026-10-21
Trace Wealth Advisors, LLC
DECREASED11,90917,647-5,738-33%$5.1M$4.0M-$1.1M2026-10-30
Harvey Investment Co LLC
INCREASED11,90710,967+940+9%$3.2M$4.0M+$792.0K2026-10-20
Manuka Financial, LLC
DECREASED11,89211,899-70%$3.4M$4.0M+$517.1K2026-10-16
Pinnacle Wealth Management Group, Inc.
INCREASED11,88010,812+1,068+10%$3.1M$4.0M+$827.6K2026-10-15
GEM Asset Management, LLC
DECREASED11,86515,294-3,429-22%$4.4M$4.0M-$474.0K2026-10-13
Richwood Investment Advisors, LLC
INCREASED11,85111,113+738+7%$3.2M$3.9M+$731.0K2026-10-30
Leibman Financial Services, Inc.
DECREASED11,85112,076-225-2%$3.5M$3.9M+$452.5K2026-10-13
RED Cedar Investment Management, LLC
UNCHANGED11,84311,84300%$3.4M$3.9M+$517.1K2026-11-04
Intelligent Financial Strategies
INCREASED11,82711,750+77+1%$3.4M$3.9M+$538.7K2026-10-16
Kennicott Capital Management LLC
UNCHANGED11,80811,80800%$3.4M$3.9M+$515.5K2026-10-16
Solutions 4 Wealth, Ltd
DECREASED11,79611,878-82-1%$3.4M$3.9M+$491.3K2026-11-03
Integrity Wealth Advisors, Inc.
NEW11,788—+11,788——$3.9M—2026-10-29
Prosperity Planning, Inc.
INCREASED11,74011,657+83+1%$3.4M$3.9M+$536.6K2026-10-09
Bay Capital Advisors, LLC
DECREASED11,71711,824-107-1%$3.4M$3.9M+$480.6K2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED11,71111,949-238-2%$3.5M$3.9M+$442.4K2026-10-29
Odyssey Capital Advisors, Inc.
DECREASED11,66512,353-688-6%$3.6M$3.9M+$310.3K2026-10-26
Conrad Siegel Investment Advisors, Inc.
INCREASED11,62211,609+13+0%$3.4M$3.9M+$511.2K2026-10-08
Sierra Ocean, LLC
DECREASED11,59011,612-220%$3.4M$3.9M+$499.6K2026-11-03
Members Wealth LLC
INCREASED11,58611,134+452+4%$3.2M$3.9M+$678.7K2026-10-20
DecisionPoint Financial, LLC
INCREASED11,58511,501+84+1%$3.4M$3.8M+$441.0K2026-10-27
Mlp3, LLC
INCREASED11,5679,466+2,101+22%$2.7M$3.9M+$1.1M2026-10-22
Collaborative Capital Advisors LLC
INCREASED11,54811,547+1+0%$3.3M$3.8M+$504.5K2026-11-06
Investors Research Corp
DECREASED11,53913,234-1,695-13%$3.8M$3.8M+$13.3K2026-10-07
Gray Private Wealth, LLC
DECREASED11,53811,560-220%$3.3M$3.8M+$497.5K2026-10-28
Grace & White Inc
UNCHANGED11,53611,53600%$3.3M$3.8M+$503.7K2026-10-23
Zinnia Wealth Advisory, LLC
INCREASED11,52611,464+62+1%$3.3M$3.8M+$521.2K2026-11-06
Viewpoint Investment Partners Corp
DECREASED11,48811,588-100-1%$3.4M$3.9M+$478.9K2026-10-26
Pioneer Wealth Management Group
DECREASED11,48613,348-1,862-14%$3.9M$3.8M-$37.4K2026-10-09
Momentous Wealth Management, Inc.
DECREASED11,48111,934-453-4%$3.5M$3.8M+$370.3K2026-10-21
Halter Ferguson Financial Inc.
DECREASED11,47312,060-587-5%$3.5M$3.8M+$331.2K2026-10-21
Cohen Capital Management, Inc.
UNCHANGED11,46911,46900%$3.3M$3.8M+$500.7K2026-10-14
Provident Living Financial Services, Inc.
DECREASED11,46812,075-607-5%$3.5M$4.0M+$458.1K2026-11-03
Lakewood Asset Management LLC
DECREASED11,38911,456-67-1%$3.3M$3.8M+$477.9K2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED11,38811,718-330-3%$3.4M$3.8M+$401.7K2026-10-16
Trinity Wealth Management, LLC
INCREASED11,36911,266+103+1%$3.3M$3.8M+$526.2K2026-10-13
Paladin Wealth, LLC
DECREASED11,33712,155-818-7%$3.5M$3.8M+$258.4K2026-10-23
Cogent Private Wealth, Inc.
INCREASED11,33211,272+60+1%$3.3M$3.8M+$512.1K2026-11-06
Wespac Advisors, LLC
DECREASED11,32511,601-276-2%$3.4M$3.8M+$414.4K2026-10-26
Blue Capital, Inc.
INCREASED11,3228,138+3,184+39%$2.4M$3.8M+$1.4M2026-10-13
Bdfs Capital LLC
DECREASED11,30411,364-60-1%$3.3M$3.8M+$476.1K2026-10-14
Flagstone Financial Management
DECREASED11,30211,485-183-2%$3.3M$3.8M+$440.5K2026-11-05
Grantvest Financial Group LLC
DECREASED11,28211,366-84-1%$3.3M$3.8M+$468.1K2026-10-21
Shakespeare Wealth Management, LLC
INCREASED11,27410,430+844+8%$3.0M$3.8M+$736.6K2026-10-28
Waystone Advisors LLC
UNCHANGED11,26511,26500%$3.3M$3.3M$02026-10-16
Hartmann Taylor Wealth Management, LLC
INCREASED11,25811,244+14+0%$2.9M$3.7M+$895.5K2026-10-14
Sterling Wealth Management, Inc.
DECREASED11,25311,579-326-3%$3.4M$3.7M+$397.0K2026-10-23
Blossom Wealth Management
INCREASED11,24811,109+139+1%$3.2M$3.7M+$531.3K2026-11-03
Redw Wealth LLC
DECREASED11,22911,781-552-5%$3.4M$3.7M+$330.6K2026-11-02
TSA Wealth Managment LLC
INCREASED11,19510,769+426+4%$3.1M$3.7M+$612.1K2026-10-22
Christensen, King & Associates Investment Services, Inc.
DECREASED11,19211,810-618-5%$3.4M$3.7M+$309.8K2026-10-22
Pavion Blue Capital, LLC
UNCHANGED11,19111,19100%$3.5M$3.7M+$257.1K2026-11-05
Maltin Wealth Management, Inc.
DECREASED11,15911,481-322-3%$3.3M$3.7M+$394.1K2026-10-13
TrueWealth Advisors, LLC
DECREASED11,13911,199-60-1%$3.2M$3.7M+$468.9K2026-10-09
Balance Wealth Partners LLC
DECREASED11,13511,760-625-5%$3.4M$3.7M+$305.5K2026-10-27
Moisand Fitzgerald Tamayo, LLC
DECREASED11,12611,934-808-7%$3.5M$3.7M+$252.0K2026-10-15
Steph & Co
INCREASED11,08810,906+182+2%$3.2M$3.7M+$536.8K2026-10-07
ETF Portfolio Partners, Inc.
UNCHANGED11,08711,08700%$3.2M$3.7M+$484.1K2026-10-22
Bluesphere Advisors LLC
INCREASED11,07511,030+45+0%$3.2M$3.7M+$496.4K2026-10-19
Cdkv Holdings LLC
INCREASED11,0539,427+1,626+17%$2.7M$3.7M+$952.9K2026-10-28
Quattro Financial Advisors LLC
DECREASED11,04717,062-6,015-35%$4.9M$3.7M-$1.3M2026-10-15
Denver PWM, LLC
DECREASED11,04611,696-650-6%$3.6M$3.7M+$100.4K2026-10-22
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED11,01711,166-149-1%$3.2M$3.7M+$437.9K2026-10-16
Vestia Personal Wealth Advisors
INCREASED11,01610,501+515+5%$3.0M$3.7M+$629.9K2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED11,00010,748+252+2%$3.1M$3.7M+$553.1K2026-11-03
Womack Financial LLC
DECREASED10,98211,015-330%$3.2M$3.7M+$469.9K2026-10-14
Nolet Wealth Management, LLC
INCREASED10,98110,866+115+1%$3.1M$3.7M+$512.7K2026-10-15
LightSquare Wealth Management, LLC
INCREASED10,97210,573+399+4%$3.1M$3.7M+$594.4K2026-11-03
Compass Wealth Management LLC
UNCHANGED10,97010,97000%$3.2M$3.7M+$479.0K2026-10-22
Cassia Capital Partners, LLC
DECREASED10,96810,977-90%$3.2M$3.7M+$476.3K2026-11-04
ACT Advisors, Llc.
INCREASED10,96010,416+544+5%$3.0M$3.6M+$635.8K2026-10-15
Navigate Wealth Management, LLC
DECREASED10,86214,789-3,927-27%$4.9M$3.7M-$1.3M2026-10-14
AMI Investment Management Inc
INCREASED10,8588,965+1,893+21%$2.6M$3.6M+$1.0M2026-10-27
DiNuzzo Private Wealth, Inc.
DECREASED10,83611,394-558-5%$3.3M$3.6M+$311.6K2026-10-16
Hickory Point Bank & Trust
INCREASED10,82910,717+112+1%$3.1M$3.6M+$505.2K2026-10-01
Gordian Advisors LLC
UNCHANGED10,82210,82200%$3.1M$3.6M+$472.8K2026-10-30
Portus Wealth Advisors, LLC
DECREASED10,81911,656-837-7%$3.4M$3.6M+$230.0K2026-10-13
Madrid Wealth Management, LLC
DECREASED10,79911,210-411-4%$3.2M$3.6M+$352.6K2026-10-23
Box Hill Private Wealth LLC
INCREASED10,77510,551+224+2%$3.1M$3.6M+$535.2K2026-10-05
Entrust Financial LLC
INCREASED10,77410,750+24+0%$3.1M$3.6M+$477.4K2026-11-04
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED10,76810,568+200+2%$3.1M$3.6M+$528.0K2026-10-30
Avail Investment Partners, LLC
INCREASED10,76610,498+268+3%$3.0M$3.6M+$547.6K2026-10-16
MH & Associates Securities Management Corp
UNCHANGED10,75810,75800%$3.1M$3.6M+$469.7K2026-10-30
Vivid Wealth Management, LLC
DECREASED10,75710,907-150-1%$3.2M$3.6M+$426.1K2026-10-27
MFG Investments, LLC
NEW10,752—+10,752——$3.6M—2026-10-30
Gunderson Capital Management LLC
INCREASED10,7399,345+1,394+15%$2.7M$3.6M+$872.1K2026-10-15
Bauman Advisory Group, LLC
INCREASED10,72710,559+168+2%$3.1M$3.6M+$516.9K2026-10-29
Basso Capital Management, L.P.
INCREASED10,72410,539+185+2%$3.0M$3.6M+$521.8K2026-10-30
MFA Wealth Services
DECREASED10,70310,869-166-2%$3.1M$3.6M+$419.3K2026-10-14
Virtus Wealth Solutions LLC
INCREASED10,67610,366+310+3%$3.0M$3.6M+$555.9K2026-11-03
Monte Financial Group, LLC
INCREASED10,67310,522+151+1%$3.3M$3.6M+$304.0K2026-11-02
Roth Financial Partners LLC
UNCHANGED10,64510,64500%$3.1M$3.5M+$464.8K2026-10-06
McNaughton Wealth Management, LLC
INCREASED10,64310,217+426+4%$3.0M$3.5M+$587.7K2026-10-09
Climber Capital SA
INCREASED10,6388,495+2,143+25%$2.5M$3.4M+$905.7K2026-10-20
Landmark Wealth Management, LLC
DECREASED10,58810,680-92-1%$3.1M$3.5M+$435.8K2026-11-03
Walleye Partners, LLC
DECREASED10,57910,591-120%$3.1M$3.5M+$458.4K2026-10-13
Sharper & Granite LLC
INCREASED10,56710,516+51+0%$3.0M$2.7M-$361.1K2026-11-02
Thoma Capital Management LLC
DECREASED10,56010,677-117-1%$3.1M$3.5M+$427.2K2026-10-19
Woodward Financial Advisors, Inc.
INCREASED10,5549,953+601+6%$2.9M$3.5M+$634.5K2026-10-19
Richmond Investment Services, LLC
DECREASED10,50910,968-459-4%$3.2M$3.5M+$326.0K2026-10-29
ARK & TLK Investments, LLC
INCREASED10,50810,336+172+2%$3.0M$3.5M+$508.6K2026-10-20
ShankerValleau Wealth Advisors, Inc.
DECREASED10,50510,592-87-1%$3.1M$3.5M+$433.5K2026-10-16
Newton One Investments LLC
INCREASED10,50410,452+52+1%$3.0M$3.5M+$473.5K2026-10-14
Cedar Mountain Advisors, LLC
INCREASED10,48710,453+34+0%$3.0M$3.5M+$467.7K2026-10-15
Planning Strategies Inc.
DECREASED10,46310,647-184-2%$3.1M$3.5M+$403.5K2026-10-02
Carota Wealth Management
NEW10,462—+10,462——$3.5M—2026-11-03
Builder Investment Group Inc
DECREASED10,44010,441-10%$3.0M$3.5M+$455.8K2026-10-22
Summit Investment Advisors, Inc.\KS
DECREASED10,43810,931-493-5%$3.2M$3.5M+$313.1K2026-11-05
Olio Financial Planning
INCREASED10,43210,420+12+0%$3.0M$3.5M+$459.0K2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED10,42710,431-40%$3.0M$3.5M+$453.9K2026-10-26
Wedgewood Investors Inc
DECREASED10,41310,692-279-3%$3.1M$3.5M+$373.9K2026-10-28
John Boyer, Inc.
INCREASED10,39710,274+123+1%$3.0M$3.5M+$486.8K2026-10-27
Quantum Financial Planning Services, Inc.
INCREASED10,3789,056+1,322+15%$2.6M$3.5M+$835.5K2026-10-14
Helium Advisors LLC
DECREASED10,37615,160-4,784-32%$4.4M$3.5M-$931.5K2026-10-23
New Perspectives, Inc
DECREASED10,37010,720-350-3%$3.1M$3.5M+$351.5K2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED10,36610,294+72+1%$3.0M$3.5M+$473.2K2026-10-29
Hilton Head Capital Partners, LLC
DECREASED10,36111,175-814-7%$3.2M$3.5M+$216.8K2026-10-23
Councilor Wealth, LLC
DECREASED10,31210,648-336-3%$3.1M$3.4M+$353.1K2026-10-09
North Forty Two & Co.
DECREASED10,31110,336-250%$3.0M$3.4M+$442.9K2026-10-19
Lake Hills Wealth Management, LLC
DECREASED10,28110,318-370%$3.0M$3.4M+$438.2K2026-10-07
Inman Jager Wealth Management, LLC
DECREASED10,28010,393-113-1%$3.0M$3.4M+$416.1K2026-11-05
Northland Securities, Inc.
DECREASED10,26610,482-216-2%$3.0M$3.4M+$385.6K2026-11-02
Gen-Wealth Partners Inc
DECREASED10,25110,454-203-2%$3.0M$3.4M+$388.6K2026-11-04
Econ Financial Services Corp
NEW10,242—+10,242——$3.4M—2026-10-19
Chiron Capital Management, LLC
DECREASED10,19910,611-412-4%$3.1M$3.4M+$326.1K2026-10-15
Powers Advisory Group, LLC
DECREASED10,19810,472-274-3%$3.0M$3.4M+$366.1K2026-10-14
Cardinal Strategic Wealth Guidance
DECREASED10,17910,639-460-4%$3.1M$3.4M+$311.3K2026-11-02
Kaydan Wealth Management, Inc.
DECREASED10,16710,511-344-3%$3.0M$3.4M+$344.4K2026-10-08
Burns Matteson Capital Management, LLC
DECREASED10,16210,241-79-1%$3.0M$3.4M+$420.8K2026-10-16
Kroeger Financial Partners
UNCHANGED10,14010,14000%$2.9M$3.4M+$442.7K2026-10-19
Elevated Financial Group LLC
DECREASED10,13313,801-3,668-27%$4.0M$3.4M-$619.0K2026-10-16
Warburton Capital Management, LLC
INCREASED10,12810,069+59+1%$2.9M$3.4M+$448.5K2026-11-06
Birchbrook, Inc.
DECREASED10,11611,567-1,451-13%$3.3M$3.4M+$21.8K2026-10-14
Clarity Capital Advisors, LLC
UNCHANGED10,11610,11600%$2.9M$3.4M+$441.7K2026-10-27
Dala Group, LLC
INCREASED10,0816,475+3,606+56%$1.9M$3.4M+$1.5M2026-10-29
ForthRight Wealth Management, LLC
INCREASED10,0589,990+68+1%$2.9M$3.3M+$458.6K2026-11-06
Sage Capital Management, LLC
INCREASED10,05710,053+4+0%$2.9M$3.4M+$440.4K2026-10-20
Rise Advisors, LLC
DECREASED10,00416,893-6,889-41%$4.9M$3.3M-$1.6M2026-10-16
Sageworth Trust Co
INCREASED9,9928,994+998+11%$2.6M$3.3M+$725.0K2026-10-30
Integrated Capital Management, LLC
DECREASED9,98910,056-67-1%$2.9M$3.3M+$416.8K2026-10-23
GGM Financial LLC
INCREASED9,9776,947+3,030+44%$2.0M$3.3M+$1.3M2026-11-05
First International Bank of Israel Ltd.
INCREASED9,9559,505+450+5%$2.8M$3.3M+$564.8K2026-11-04
Guardian Capital, LLC
DECREASED9,95211,433-1,481-13%$3.3M$3.3M+$5.9K2026-11-06
Tenzing Financial LLC
INCREASED9,9229,802+120+1%$3.1M$3.4M+$337.7K2026-11-03
MFG Wealth Management, Inc.
INCREASED9,9219,917+4+0%$2.9M$3.3M+$434.5K2026-10-09
First Hawaiian Bank
UNCHANGED9,9099,90900%$2.9M$3.3M+$432.6K2026-10-14
Avant Financial Advisors LLC
DECREASED9,90810,538-630-6%$3.0M$3.3M+$250.3K2026-11-02
Financial Harvest, LLC
INCREASED9,8819,622+259+3%$2.8M$3.3M+$506.2K2026-10-15
Vima LLC
DECREASED9,8709,919-490%$2.9M$3.3M+$416.8K2026-10-23
AWM Capital, LLC
INCREASED9,8527,525+2,327+31%$2.2M$3.3M+$1.1M2026-10-16
Alliance Private Wealth, LLC
DECREASED9,83510,729-894-8%$3.1M$3.3M+$170.7K2026-10-20
Gallacher Capital Management LLC
DECREASED9,83510,167-332-3%$2.9M$3.3M+$333.4K2026-10-30
Tandem Investment Partners LLC
DECREASED9,8199,901-82-1%$2.9M$3.3M+$405.0K2026-10-16
A. D. Beadell Investment Counsel, Inc.
UNCHANGED9,8179,81700%$2.8M$3.3M+$429.0K2026-10-14
Sprinkle Financial Consultants LLC
DECREASED9,81110,076-265-3%$2.9M$3.3M+$351.5K2026-10-09
Riverwater Partners LLC
INCREASED9,8029,563+239+3%$2.8M$3.3M+$497.1K2026-11-03
Ares Financial Consulting, LLC
INCREASED9,7949,486+308+3%$2.7M$3.3M+$516.7K2026-10-19
PFS Partners, LLC
DECREASED9,78810,204-416-4%$3.0M$3.3M+$307.0K2026-10-21
Peak Wealth Management LLC
INCREASED9,7859,779+6+0%$2.8M$3.3M+$492.6K2026-10-26
Broadway Wealth Solutions, Inc.
INCREASED9,7809,776+4+0%$2.8M$3.3M+$428.5K2026-10-21
Allen Wealth Management, LLC
DECREASED9,76910,041-272-3%$2.9M$3.3M+$347.8K2026-10-29
Next Level Wealth Planning, LLC
DECREASED9,7679,829-62-1%$2.8M$3.3M+$408.4K2026-10-29
Wilkins Miller Wealth Management, LLC
INCREASED9,7609,757+3+0%$2.8M$3.3M+$426.9K2026-10-13
WPG Advisers, LLC
INCREASED9,7359,661+74+1%$2.8M$3.2M+$446.5K2026-10-27
Wheelhouse Advisory Group LLC
INCREASED9,7289,583+145+2%$2.8M$3.2M+$466.6K2026-10-20
Cypress Financial Planning LLC
DECREASED9,70510,524-819-8%$3.0M$3.2M+$186.9K2026-10-09
Penobscot Wealth Management
INCREASED9,6929,595+97+1%$2.8M$3.2M+$451.0K2026-10-21
Channing Global Advisors, LLC
INCREASED9,6859,235+450+5%$2.7M$3.2M+$553.1K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9,67829,219-19,541-67%$8.5M$3.2M-$5.2M2026-10-14
Wealth Science Advisors LLC
DECREASED9,67711,510-1,833-16%$3.3M$3.2M-$107.9K2026-10-09
Omega Financial Group, LLC
INCREASED9,6679,316+351+4%$2.7M$3.2M+$523.5K2026-10-29
Elevate Wealth Advisory, Inc
INCREASED9,6452,688+6,957+259%$777.8K$3.2M+$2.4M2026-10-29
Veratis Advisors, Inc.
DECREASED9,62410,144-520-5%$2.9M$3.2M+$269.9K2026-11-03
Insight Wealth Partners, LLC
DECREASED9,61610,293-677-7%$3.0M$3.2M+$223.8K2026-10-26
Clarity Wealth Development LLC
DECREASED9,60513,005-3,400-26%$3.8M$3.2M-$564.6K2026-10-22
Define Financial, LLC
INCREASED9,5996,342+3,257+51%$1.8M$3.2M+$1.4M2026-10-14
Rasp Wealth Solutions, LLC
INCREASED9,5987,850+1,748+22%$2.3M$3.2M+$924.9K2026-11-06
Financial Network Wealth Advisors LLC
DECREASED9,5989,619-210%$2.8M$3.2M+$413.0K2026-10-28
Adirondack Capital Advisors, LLC
INCREASED9,5909,377+213+2%$2.7M$3.2M+$480.4K2026-10-09
Family Investment Center, Inc.
INCREASED9,5859,004+581+6%$2.6M$3.2M+$586.6K2026-10-19
Hughes Financial Services, LLC
INCREASED9,5809,077+503+6%$2.6M$3.3M+$715.8K2026-10-30
PVG Asset Management Corp
INCREASED9,5759,571+4+0%$2.8M$3.2M+$419.2K2026-10-19
HF Advisory Group, LLC
DECREASED9,56910,525-956-9%$3.0M$3.2M+$140.9K2026-10-09
Viewpoint Capital Management LLC
INCREASED9,5658,449+1,116+13%$2.4M$3.2M+$740.3K2026-10-27
HT Partners LLC
DECREASED9,5569,583-270%$2.8M$3.2M+$409.4K2026-10-20
Code Waechter LLC
INCREASED9,5548,850+704+8%$2.6M$3.2M+$621.0K2026-10-23
True Wealth Design, LLC
INCREASED9,5289,177+351+4%$2.7M$3.2M+$517.6K2026-10-13
FDx Advisors, Inc.
INCREASED9,5249,208+316+3%$2.7M$3.2M+$508.0K2026-11-05
Ballew Advisors, Inc
DECREASED9,5149,671-157-2%$3.0M$3.2M+$189.9K2026-10-05
Daytona Street Capital LLC
DECREASED9,4669,936-470-5%$3.1M$3.2M+$32.8K2026-10-15
Old Peak Finance LLC
INCREASED9,4619,155+306+3%$2.6M$3.2M+$501.8K2026-11-02
E6 Portfolios, LLC
DECREASED9,4279,816-389-4%$2.8M$3.1M+$299.2K2026-10-26
Nicholas Wealth, Llc.
DECREASED9,41310,024-611-6%$2.9M$3.1M+$234.0K2026-10-26
Arwa LLC
DECREASED9,3719,396-250%$3.1M$3.2M+$66.7K2026-10-21
Santori & Peters, Inc.
DECREASED9,3469,457-111-1%$2.7M$3.1M+$375.7K2026-10-26
LifeGuide Financial Advisors, LLC
INCREASED9,3398,617+722+8%$2.5M$3.1M+$616.8K2026-10-20
Myecfo, LLC
DECREASED9,3309,382-52-1%$2.7M$3.1M+$392.3K2026-10-14
Smith & Howard Wealth Management, LLC
INCREASED9,2818,193+1,088+13%$2.4M$3.1M+$720.0K2026-10-27
Professional Financial Advisors, LLC
INCREASED9,2699,125+144+2%$2.6M$3.1M+$446.2K2026-10-13
1620 Investment Advisors, Inc.
INCREASED9,2619,114+147+2%$2.6M$3.1M+$446.8K2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED9,2159,143+72+1%$2.6M$3.1M+$422.8K2026-11-02
Clark & Stuart, Inc
DECREASED9,1919,523-332-3%$2.8M$3.1M+$305.2K2026-10-14
Eurizon SLJ Capital Ltd
DECREASED9,18511,011-1,826-17%$3.2M$3.1M-$127.4K2026-11-06
Ridgepath Capital Management LLC
INCREASED9,1768,097+1,079+13%$2.3M$3.1M+$712.7K2026-10-29
Apeiron RIA LLC
DECREASED9,12310,082-959-10%$2.9M$3.0M+$96.0K2026-10-08
Innova Wealth Partners
INCREASED9,1168,964+152+2%$2.6M$3.0M+$441.9K2026-10-21
4Wealth Advisors, Inc.
DECREASED9,11410,885-1,771-16%$3.1M$3.0M-$64.4K2026-10-13
Barden Capital Management, Inc.
DECREASED9,1139,116-30%$2.6M$3.0M+$397.0K2026-10-09
Davidson Kahn Capital Management, LLC
DECREASED9,09110,868-1,777-16%$3.1M$3.0M-$117.1K2026-10-26
WIN Advisors, Inc
NEW9,084—+9,084——$3.0M—2026-11-06
Sage Investment Advisers LLC
UNCHANGED9,0409,04000%$2.6M$3.0M+$394.8K2026-10-21
Kooman & Associates
INCREASED9,0328,569+463+5%$2.5M$3.0M+$528.3K2026-10-21
Forthright Family Wealth Advisory LLC
DECREASED9,0329,037-50%$2.6M$3.0M+$392.9K2026-11-03
Whitaker-Myers Wealth Managers, Ltd.
DECREASED9,02910,286-1,257-12%$3.0M$3.0M+$30.7K2026-10-09
Journey Retirement Planning & Investment Management LLC
INCREASED8,9216,782+2,139+32%$2.0M$3.0M+$1.0M2026-10-09
Koesten, Hirschmann & Crabtree, Inc.
INCREASED8,9218,638+283+3%$2.5M$3.0M+$471.3K2026-10-13
Eagle Wealth Strategies LLC
INCREASED8,9138,843+70+1%$2.6M$3.0M+$409.2K2026-10-20
Retirement Solution LLC
DECREASED8,9129,591-679-7%$2.8M$3.0M+$192.6K2026-10-27
Granite FO LLC
UNCHANGED8,9118,91100%$2.6M$3.0M+$389.1K2026-10-14
David Kennon Inc
UNCHANGED8,9118,91100%$2.6M$3.0M+$389.1K2026-10-13
Asset Allocation Strategies LLC
INCREASED8,8688,807+61+1%$2.5M$3.0M+$404.7K2026-10-20
Thompson Davis & Co., Inc.
INCREASED8,8678,273+594+7%$2.4M$3.0M+$559.0K2026-11-05
Torrey Growth & Income Advisors
INCREASED8,8678,595+272+3%$2.5M$3.0M+$523.2K2026-11-04
Holos Integrated Wealth LLC
INCREASED8,8648,181+683+8%$2.5M$3.0M+$498.4K2026-10-23
Base Wealth Management LLC
INCREASED8,8427,540+1,302+17%$2.2M$2.9M+$762.9K2026-10-21
Grand Central Investment Group
DECREASED8,8268,942-116-1%$2.6M$2.9M+$351.8K2026-11-02
New England Capital Financial Advisors LLC
INCREASED8,8187,922+896+11%$2.3M$2.9M+$644.1K2026-11-03
Fidato Wealth LLC
NEW8,809—+8,809——$2.9M—2026-10-13
UMB Private Wealth Management, LLC
NEW8,789—+8,789——$2.9M—2026-10-19
Altiora Financial Group, LLC
DECREASED8,78110,181-1,400-14%$2.9M$2.9M-$21.7K2026-11-04
SFG Wealth Management, Llc.
INCREASED8,7808,755+25+0%$2.5M$2.9M+$390.5K2026-10-23
Innovative Wealth Building LLC
INCREASED8,7675,182+3,585+69%$1.5M$2.9M+$1.4M2026-10-14
Howard Bailey Securities, LLC
INCREASED8,7637,833+930+12%$2.3M$2.9M+$651.7K2026-10-27
Mach-1 Financial Group, LLC
INCREASED8,7536,830+1,923+28%$2.0M$2.9M+$938.7K2026-11-06
AmeriServ Wealth Advisors
DECREASED8,7328,810-78-1%$2.5M$2.9M+$358.7K2026-10-21
Catalyst Investment Management LLC
INCREASED8,7286,143+2,585+42%$1.8M$2.9M+$1.1M2026-10-21
Serenity Investment Advisors
DECREASED8,7149,143-429-5%$2.8M$2.9M+$55.7K2026-10-30
Robinson Smith Wealth Advisors LLC
INCREASED8,6738,598+75+1%$2.5M$2.9M+$400.4K2026-10-22
Stanich Group LLC
DECREASED8,6658,841-176-2%$2.6M$2.9M+$327.3K2026-10-16
Objective Capital Management, LLC
DECREASED8,6578,957-300-3%$2.6M$2.9M+$291.3K2026-10-13
Renasant Bank
DECREASED8,6489,088-440-5%$2.6M$2.9M+$250.3K2026-11-05
Sherman Wealth Management LLC
INCREASED8,6478,641+6+0%$2.5M$2.9M+$379.4K2026-10-16
Legacy Bridge, LLC
DECREASED8,6269,354-728-8%$2.7M$2.9M+$166.0K2026-10-28
Stegent Equity Advisors, Inc.
DECREASED8,6179,316-699-7%$2.7M$2.9M+$174.0K2026-10-13
FinArc Investments, Inc.
DECREASED8,6119,110-499-5%$2.6M$2.9M+$231.6K2026-10-14
Stone House Investment Management, LLC
DECREASED8,5968,606-100%$2.5M$2.9M+$372.4K2026-10-23
Floyd Financial Group LLC
INCREASED8,5898,575+14+0%$2.7M$2.9M+$231.3K2026-10-28
Langley Wealth Management, LLC
DECREASED8,5808,660-80-1%$2.5M$2.9M+$351.6K2026-11-04
Forte Asset Management LLC
DECREASED8,5559,768-1,213-12%$2.8M$2.8M+$22.5K2026-10-13
Wilkerson Advisory Group LLC
INCREASED8,5117,944+567+7%$2.3M$2.8M+$535.4K2026-10-20
Blue Sky Capital Consultants Group, Inc.
DECREASED8,5078,847-340-4%$2.6M$2.8M+$272.8K2026-10-13
JBGlobal.com LLC
DECREASED8,4968,595-99-1%$2.5M$2.8M+$342.1K2026-10-13
Future Financial Wealth Managment LLC
DECREASED8,4908,557-67-1%$2.8M$2.8M+$74.9K2026-10-15
Optivise Advisory Services LLC
DECREASED8,4898,738-249-3%$2.5M$2.8M+$298.8K2026-10-19
Morton Brown Family Wealth, LLC
INCREASED8,4888,410+78+1%$2.4M$2.8M+$393.4K2026-10-23
FC Advisory LLC
INCREASED8,4678,463+4+0%$2.4M$2.8M+$370.6K2026-10-05
Vested Financial Planning, LLC
DECREASED8,4479,427-980-10%$2.7M$2.8M+$85.2K2026-10-28
Oliver Luxxe Assets LLC
DECREASED8,4478,656-209-2%$2.5M$2.8M+$308.3K2026-10-14
Fidelis iM, LLC
INCREASED8,4451,197+7,248+606%$346.5K$2.8M+$2.5M2026-10-16
Vaughan & Co Securities, Inc.
DECREASED8,4238,469-46-1%$2.5M$2.8M+$354.4K2026-10-23
Eubel Brady & Suttman Asset Management Inc
INCREASED8,4228,160+262+3%$2.4M$2.8M+$444.0K2026-11-04
Financial Planning Navigators Corp
INCREASED8,4208,217+203+2%$2.4M$2.8M+$426.4K2026-10-14
Myriad Asset Management US LP
DECREASED8,4029,305-903-10%$2.7M$2.8M+$106.0K2026-11-03
Financial Futures Ltd Liability Co.
INCREASED8,3976,625+1,772+27%$1.9M$2.8M+$879.4K2026-10-13
Stewardship Advisors, LLC
INCREASED8,3908,122+268+3%$2.4M$2.8M+$443.9K2026-10-20
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED8,3829,666-1,284-13%$2.8M$2.8M-$5.4K2026-10-14
Littlejohn Financial Services, Inc.
DECREASED8,3769,449-1,073-11%$2.7M$2.8M+$55.2K2026-11-06
Southern Financial Group, LLC
DECREASED8,3739,548-1,175-12%$2.8M$2.8M+$25.6K2026-10-30
Hurley Capital, LLC
INCREASED8,3738,372+1+0%$2.4M$2.8M+$366.0K2026-11-05
Family Office Research LLC
DECREASED8,3418,784-443-5%$2.5M$2.8M+$236.1K2026-10-14
Level Financial Advisors
DECREASED8,3158,407-92-1%$2.4M$2.8M+$336.3K2026-10-13
Sterling Investment Management, LLC
DECREASED8,3048,567-263-3%$2.5M$2.8M+$286.5K2026-10-16
Fulcrum Equity Management
DECREASED8,29710,632-2,335-22%$3.1M$2.8M-$313.2K2026-10-21
KFG LLC
NEW8,293—+8,293——$2.8M—2026-11-02
GR Financial Group, LLC
DECREASED8,2768,621-345-4%$2.5M$2.8M+$261.6K2026-10-27
Auour Investments LLC
UNCHANGED8,2688,26800%$2.4M$2.8M+$361.0K2026-10-28
Arkansas Financial Group, Inc.
DECREASED8,2468,401-155-2%$2.4M$2.7M+$315.2K2026-10-26
Zenith Solutions, Inc.
INCREASED8,2387,755+483+6%$2.2M$2.7M+$499.4K2026-10-19
Armbruster Capital Management, Inc.
DECREASED8,2098,401-192-2%$2.4M$2.7M+$303.0K2026-10-19
Orgel Wealth Management, LLC
DECREASED8,18210,340-2,158-21%$3.0M$2.7M-$267.2K2026-10-14
Robinswood Financial LLC
DECREASED8,1818,251-70-1%$2.4M$2.8M+$417.8K2026-10-20
Courage Miller Partners, LLC
INCREASED8,1808,179+1+0%$2.4M$2.7M+$357.5K2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED8,1808,18000%$2.4M$2.4M+$12026-10-13
O'Domhnaill Enterprises, Inc.
DECREASED8,17010,479-2,309-22%$3.0M$2.7M-$311.5K2026-10-29
Targeted Financial Services LLC
UNCHANGED8,1548,15400%$2.4M$2.7M+$356.0K2026-10-19
Opus Financial Solutions LLC
DECREASED8,14317,477-9,334-53%$5.1M$2.7M-$2.3M2026-11-06
Richard Young Associates, Ltd.
INCREASED8,1417,741+400+5%$2.2M$2.7M+$471.2K2026-11-03
Three Bridge Wealth Advisors, LLC
DECREASED8,1308,235-105-1%$2.4M$2.7M+$324.7K2026-11-05
Tran Capital Management, L.P.
DECREASED8,1188,201-83-1%$2.4M$2.7M+$330.7K2026-10-19
Flywheel Private Wealth LLC
UNCHANGED8,1018,10100%$2.3M$2.7M+$353.7K2026-11-02
Meridian Financial Advisors, LLC
INCREASED8,0986,792+1,306+19%$2.0M$2.7M+$731.4K2026-10-14
Highland Financial Advisors, LLC
INCREASED8,0797,679+400+5%$2.2M$2.7M+$468.5K2026-10-19
Altium Investment Strategies LLC
NEW8,072—+8,072——$2.8M—2026-10-20
Wealth Management Nebraska
INCREASED8,0688,007+61+1%$2.3M$2.7M+$369.9K2026-10-26
Leicht Financial Planning & Wealth Management, Inc.
UNCHANGED8,0638,06300%$2.3M$2.7M+$352.0K2026-11-03
Strid Group, LLC
INCREASED8,0457,982+63+1%$2.3M$2.7M+$369.2K2026-10-28
Cornerstone Wealth, LLC
DECREASED8,0308,423-393-5%$2.8M$2.8M+$33.7K2026-10-28
Lifelong Wealth Advisors, Inc.
INCREASED8,0167,641+375+5%$2.2M$2.7M+$458.4K2026-10-19
James T. Borello RIA
INCREASED8,0047,637+367+5%$2.2M$2.7M+$455.6K2026-10-16
Wisconsin Wealth Advisors, LLC
DECREASED8,0008,356-356-4%$2.4M$2.7M+$246.2K2026-10-08
Fidelity D & D Bancorp Inc
DECREASED7,9938,037-44-1%$2.3M$2.7M+$336.2K2026-11-05
Hoge Financial Services, LLC
INCREASED7,9777,616+361+5%$2.2M$2.7M+$452.8K2026-11-05
Ipsen Advisor Group LLC
DECREASED7,9699,691-1,722-18%$2.8M$2.7M-$150.3K2026-10-29
Marquette Asset Management, LLC
UNCHANGED7,9647,96400%$2.3M$2.7M+$347.7K2026-10-09
Essential Partners LLC
INCREASED7,9267,865+61+1%$2.3M$2.6M+$363.6K2026-10-14
Shelter Rock Management, LLC
DECREASED7,9118,062-151-2%$2.3M$2.6M+$300.1K2026-10-09
Beaumont Asset Management, L.L.C.
INCREASED7,9087,641+267+3%$2.2M$2.6M+$422.5K2026-10-16
Range Financial Group LLC
DECREASED7,9038,212-309-4%$2.4M$2.6M+$255.6K2026-10-21
Stonekeep Investments, LLC
INCREASED7,9007,828+72+1%$2.3M$2.6M+$365.7K2026-10-15
Clearview Wealth Management LLC
DECREASED7,8948,648-754-9%$2.5M$2.7M+$191.8K2026-10-16
Providence First Trust Co
DECREASED7,8849,951-2,067-21%$2.9M$2.6M-$253.9K2026-11-02
Probity Advisors, Inc.
INCREASED7,8777,350+527+7%$2.1M$2.6M+$496.5K2026-10-23
Financial Advisory Corp
DECREASED7,8647,875-110%$2.3M$2.6M+$340.1K2026-10-14
Integrated Wealth Management
DECREASED7,8507,874-240%$2.3M$2.6M+$335.6K2026-10-19
Advocate Investing Services LLC
UNCHANGED7,8477,84700%$2.3M$2.6M+$342.6K2026-10-26
Reyes Financial Architecture, Inc.
INCREASED7,8387,625+213+3%$2.2M$2.6M+$403.9K2026-10-22
Cushing Capital Partners, LLC
INCREASED7,8346,227+1,607+26%$1.8M$2.6M+$807.0K2026-10-20
Lauterbach Financial Advisors, LLC
DECREASED7,8347,917-83-1%$2.3M$2.6M+$317.9K2026-10-21
JDH Wealth Management, LLC
INCREASED7,8306,580+1,250+19%$1.9M$2.6M+$703.4K2026-10-20
Delphi Management Inc
DECREASED7,8258,060-235-3%$2.3M$2.6M+$274.0K2026-11-05
Braun-Bostich & Associates Inc.
INCREASED7,8047,377+427+6%$2.1M$2.6M+$464.3K2026-10-20
Prospect Financial Group LLC
DECREASED7,8009,494-1,694-18%$2.7M$2.6M-$149.6K2026-11-05
Fiscal Wisdom Wealth Management, LLC
INCREASED7,7857,409+376+5%$2.1M$2.6M+$448.7K2026-10-16
BCM Advisors, LLC
DECREASED7,7728,811-1,039-12%$2.9M$2.7M-$255.8K2026-11-03
Wealthcare Capital Management LLC
INCREASED7,7667,618+148+2%$2.2M$2.6M+$381.9K2026-10-21
Squire Investment Management Company, LLC
DECREASED7,7578,882-1,125-13%$2.6M$2.6M+$13.4K2026-11-03
Sincerus Advisory, LLC
INCREASED7,7277,329+398+5%$2.1M$2.6M+$452.7K2026-10-09
Stephenson & Company, Inc.
UNCHANGED7,7047,70400%$2.2M$2.6M+$336.4K2026-10-30
Sightline Wealth Advisors, LLC
INCREASED7,6976,596+1,101+17%$1.9M$2.6M+$654.8K2026-10-21
Bosman Wealth Management, LLC
DECREASED7,6497,651-20%$2.2M$2.5M+$333.4K2026-10-28
Gaddis Premier Wealth Advisors LLC
DECREASED7,6477,655-80%$2.2M$2.5M+$331.6K2026-10-29
Keeler Thomas Management LLC
DECREASED7,6267,744-118-2%$2.2M$2.5M+$298.8K2026-10-29
Foundation Wealth Management, Llc\pa
INCREASED7,6247,489+135+2%$2.2M$2.5M+$371.9K2026-10-14
Schuylkill Financial LLC
DECREASED7,6178,941-1,324-15%$2.6M$2.5M-$50.5K2026-10-21
United Financial Planning Group LLC
DECREASED7,6157,621-60%$2.2M$2.5M+$330.5K2026-11-04
Alpha Zero LLC
INCREASED7,6147,565+49+1%$2.5M$2.5M+$14.6K2026-11-06
Boyd Wealth Management, LLC
INCREASED7,5794,794+2,785+58%$1.4M$2.5M+$1.1M2026-10-20
Guidance Point Advisors, LLC
DECREASED7,5797,582-30%$2.2M$2.5M+$330.3K2026-10-15
Pictet Bank & Trust Ltd
INCREASED7,5747,404+170+2%$2.1M$2.5M+$379.9K2026-10-21
Alternative Investment Advisors, Llc.
INCREASED7,5697,129+440+6%$2.1M$2.5M+$458.4K2026-11-03
Beacon Financial Planning, Inc
INCREASED7,5687,317+251+3%$2.1M$2.5M+$403.0K2026-11-04
Tealwood Asset Management Inc
DECREASED7,5597,824-265-3%$2.3M$2.5M+$253.0K2026-10-13
Insight 2811, Inc.
DECREASED7,5577,649-92-1%$2.2M$2.5M+$303.3K2026-11-06
City Center Advisors, LLC
INCREASED7,5517,117+434+6%$2.1M$2.5M+$455.3K2026-10-08
Horrell Capital Management, Inc.
DECREASED7,5457,575-300%$2.2M$2.5M+$320.7K2026-10-08
Eagle Bluffs Wealth Management LLC
INCREASED7,5387,387+151+2%$2.1M$2.5M+$372.8K2026-10-20
Stirlingshire Investments, Inc.
INCREASED7,5187,357+161+2%$2.1M$2.5M+$374.7K2026-11-05
Lakeside Advisors, Inc.
DECREASED7,5137,944-431-5%$2.3M$2.5M+$203.4K2026-10-20
Echo Wealth Management, LLC
DECREASED7,5057,954-449-6%$2.3M$2.5M+$197.7K2026-10-15
WealthPoint Financial, LLC
DECREASED7,5047,573-69-1%$2.2M$2.5M+$307.4K2026-11-03
Oakland Financial Corp
UNCHANGED7,5007,50000%$2.2M$2.5M+$327.5K2026-11-05
Whipplewood Advisors, LLC
DECREASED7,4997,727-228-3%$2.2M$2.5M+$261.4K2026-10-20
HMV Wealth Advisors, LLC
INCREASED7,4796,367+1,112+17%$1.8M$2.5M+$648.3K2026-10-27
Lynch Investment Planning, LLC
DECREASED7,4767,728-252-3%$2.2M$2.5M+$253.4K2026-10-27
Western Reserve Capital Management, LLC
DECREASED7,4657,774-309-4%$2.2M$2.5M+$236.5K2026-10-14
Paragon Advisors, LLC
INCREASED7,4297,113+316+4%$2.1M$2.5M+$415.8K2026-11-03
Advus Financial Partners, LLC
DECREASED7,4257,677-252-3%$2.2M$2.5M+$251.3K2026-10-20
TopTier Wealth Management, LLC
INCREASED7,4227,368+54+1%$2.1M$2.5M+$339.4K2026-10-16
Kelsey Financial, LLC
INCREASED7,4117,278+133+2%$2.1M$2.5M+$361.9K2026-10-28
Equita Financial Network, Inc.
DECREASED7,3988,582-1,184-14%$2.5M$2.5M-$19.5K2026-10-19
Wingate Wealth Advisors, Inc.
DECREASED7,3887,547-159-2%$2.2M$2.5M+$276.5K2026-10-26
Mason & Associates, LLC
UNCHANGED7,3867,38600%$2.1M$2.5M+$322.5K2026-10-26
Downshift Financial, LLC
INCREASED7,3832,113+5,270+249%$611.3K$2.5M+$1.8M2026-10-13
First Fiduciary Investment Counsel, Inc.
UNCHANGED7,3707,37000%$2.1M$2.5M+$321.0K2026-10-27
Michael Brady & Co., LLC
DECREASED7,3607,395-350%$2.1M$2.5M+$311.2K2026-10-23
Avid Wealth Partners LLC
INCREASED7,3536,833+520+8%$2.0M$2.4M+$471.6K2026-11-03
Redwood Financial Network Corp
DECREASED7,3468,082-736-9%$2.3M$2.4M+$107.7K2026-11-03
Harbor Group, Inc.
INCREASED7,3407,097+243+3%$2.1M$2.4M+$390.8K2026-10-14
Clear Retirement Advice LLC
INCREASED7,3386,525+813+12%$1.9M$2.4M+$555.7K2026-10-22
Maseco LLP
INCREASED7,3287,306+22+0%$2.1M$2.4M+$327.9K2026-10-27
Lawood & Co
DECREASED7,3207,337-170%$2.1M$2.4M+$314.7K2026-10-09
Meredith Wealth Planning
INCREASED7,3177,181+136+2%$2.1M$2.4M+$358.8K2026-10-14
Prospera Capital Management, LLC
INCREASED7,3146,975+339+5%$2.2M$2.4M+$258.3K2026-10-19
Long Island Wealth Management, Inc.
INCREASED7,2996,357+942+15%$1.8M$2.4M+$591.3K2026-10-20
Wealth Group Ltd
UNCHANGED7,2987,29800%$2.1M$2.4M+$323.5K2026-10-07
Juno Financial Group LLC
INCREASED7,2927,146+146+2%$2.1M$2.4M+$360.7K2026-10-27
DCF Advisers, LLC
INCREASED7,2505,750+1,500+26%$1.7M$2.4M+$750.6K2026-11-04
Presilium Private Wealth, LLC
INCREASED7,2106,447+763+12%$1.9M$2.4M+$535.6K2026-10-26
Investment Planning Advisors, Inc.
INCREASED7,2016,808+393+6%$2.0M$2.4M+$428.3K2026-10-14
Gruss & Co., LLC
INCREASED7,2005,700+1,500+26%$1.6M$2.4M+$748.4K2026-11-02
Mokosak Advisory Group, LLC
INCREASED7,1797,126+53+1%$2.1M$2.4M+$329.3K2026-10-20
Carroll Advisory Group, LLC
INCREASED7,1686,591+577+9%$1.9M$2.4M+$480.0K2026-10-16
Aufman Associates Inc
DECREASED7,1547,354-200-3%$2.1M$2.4M+$254.4K2026-11-04
Pilgrim Partners Asia Pte Ltd
UNCHANGED7,1507,15000%$2.1M$2.4M+$312.2K2026-10-29
Altar Rock LLC
DECREASED7,0967,173-77-1%$2.1M$2.4M+$313.2K2026-11-06
Colony Family Offices, LLC
DECREASED7,07810,433-3,355-32%$3.0M$2.4M-$661.8K2026-10-22
Summitas Investment Management LLC
UNCHANGED7,0667,06600%$2.0M$2.4M+$308.5K2026-10-16
Mainsail Financial Group, LLC
INCREASED7,0516,014+1,037+17%$1.7M$2.3M+$607.9K2026-10-23
Meriwether Wealth & Planning, LLC
DECREASED7,0327,105-73-1%$2.1M$2.3M+$285.9K2026-10-13
Mustard Seed Financial, LLC
DECREASED7,0197,586-567-7%$2.2M$2.3M+$142.4K2026-10-30
Grange Capital, LLC
DECREASED7,0157,047-320%$2.0M$2.3M+$296.9K2026-10-20
Marshall & Sterling Wealth Advisors Inc.
DECREASED6,9707,045-75-1%$2.0M$2.3M+$282.5K2026-10-28
Shelton Wealth Management, LLC
INCREASED6,8776,802+75+1%$2.0M$2.3M+$321.7K2026-10-16
RTD Financial Advisors, Inc.
DECREASED6,8627,344-482-7%$2.1M$2.3M+$160.2K2026-10-09
Eliot Finkel Investment Counsel, LLC
UNCHANGED6,8606,86000%$2.0M$2.3M+$299.5K2026-11-03
Williams Financial, LLC
DECREASED6,8596,865-60%$2.0M$2.3M+$297.7K2026-10-19
marrick wealth, LLC
INCREASED6,8476,674+173+3%$1.9M$2.3M+$349.0K2026-10-20
Financial Guidance Group, Inc.
DECREASED6,8367,279-443-6%$2.1M$2.3M+$170.3K2026-10-21
Persium Advisors, LLC
DECREASED6,8338,479-1,646-19%$2.5M$2.3M-$178.0K2026-10-07
Strategic Point Investment Advisors, LLC
DECREASED6,8237,416-593-8%$2.1M$2.3M+$126.4K2026-10-29
Gibson Wealth Advisors LLC
DECREASED6,8196,835-160%$2.0M$2.3M+$293.0K2026-10-20
B&D White Capital Company, LLC
DECREASED6,81110,129-3,318-33%$2.9M$2.3M-$662.7K2026-11-02
Truefg, LLC
DECREASED6,7966,872-76-1%$2.0M$2.3M+$274.7K2026-10-15
M Wealth Management, LLC
UNCHANGED6,7916,79100%$2.0M$2.3M+$296.5K2026-10-14
Breachway Investments LLC
DECREASED6,7866,798-120%$2.0M$2.3M+$292.8K2026-10-19
Wealth Advisors Northwest LLC
DECREASED6,7817,856-1,075-14%$2.3M$2.3M-$14.9K2026-10-29
Summit Securities Group LLC
DECREASED6,77951,077-44,298-87%$14.8M$2.3M-$12.5M2026-11-05
Lord & Richards Wealth Management, LLC
INCREASED6,7792,692+4,087+152%$778.9K$2.3M+$1.5M2026-10-14
Essential Planning, Llc.
DECREASED6,7756,790-150%$2.0M$2.3M+$291.2K2026-10-21
Independence Wealth Advisors, LLC
DECREASED6,7716,986-215-3%$2.0M$2.3M+$233.6K2026-10-29
SRH Advisors, LLC
INCREASED6,7686,767+1+0%$2.0M$2.3M+$295.7K2026-10-22
Retirement Investment Advisors, Inc.
INCREASED6,7466,698+48+1%$2.1M$2.2M+$121.2K2026-10-22
Ergawealth Advisors, Inc.
INCREASED6,7466,730+16+0%$1.9M$2.2M+$299.0K2026-10-21
Hopwood Financial Services, Inc.
DECREASED6,7447,229-485-7%$2.1M$2.2M+$154.2K2026-10-29
Hanseatic Management Services Inc
INCREASED6,7395,833+906+16%$1.7M$2.2M+$556.4K2026-10-27
Oasis Advisors, LLC
INCREASED6,7301,922+4,808+250%$556.1K$2.2M+$1.7M2026-10-16
Unified Investment Management
DECREASED6,7246,782-58-1%$2.0M$2.2M+$276.8K2026-10-14
Worthington Financial Partners, LLC
DECREASED6,7226,726-40%$1.9M$2.2M+$292.3K2026-10-13
Cooper Capital Advisors LLC
INCREASED6,7216,600+121+2%$1.9M$2.2M+$328.5K2026-10-29
Durante & Waters, LLC
INCREASED6,7185,552+1,166+21%$1.6M$2.2M+$630.7K2026-10-28
American National Bank of Texas
DECREASED6,7146,725-110%$1.9M$2.2M+$290.0K2026-10-07
Ebert Capital Management Inc.
DECREASED6,7086,999-291-4%$2.0M$2.2M+$208.7K2026-10-08
Burr Financial Services, LLC
DECREASED6,7036,998-295-4%$2.0M$2.2M+$207.3K2026-10-08
Alterna Wealth Management, Inc
DECREASED6,70010,528-3,828-36%$3.0M$2.2M-$815.1K2026-10-27
Ti-Trust, Inc
UNCHANGED6,6856,68500%$1.9M$2.2M+$291.9K2026-10-21
Aegis Wealth Management, Inc.
INCREASED6,6706,587+83+1%$1.9M$2.2M+$315.0K2026-10-26
Stonebridge Wealth Management, LLC
UNCHANGED6,6486,64800%$1.9M$2.2M+$290.3K2026-10-09
Kure Advisory, LLC
INCREASED6,6356,593+42+1%$1.9M$2.2M+$301.9K2026-10-08
EnRich Financial Partners LLC
INCREASED6,6136,394+219+3%$1.9M$2.2M+$352.1K2026-10-21
FWG Investments, Llc.
DECREASED6,6097,209-600-8%$2.1M$2.2M+$114.7K2026-11-03
Hibernia Wealth Partners, LLC
INCREASED6,6073,960+2,647+67%$1.1M$2.2M+$1.1M2026-10-29
HFG Wealth Management, LLC
UNCHANGED6,5906,59000%$1.9M$1.9M$02026-10-16
Clear Investment Research, LLC
DECREASED6,5816,702-121-2%$1.9M$2.2M+$252.3K2026-11-06
Gainplan LLC
DECREASED6,5726,622-50-1%$1.9M$2.2M+$272.5K2026-10-09
Cedar Point Capital Partners, LLC
DECREASED6,5656,645-80-1%$1.9M$2.2M+$263.5K2026-10-29
Capital Investment Services of America, Inc.
DECREASED6,5646,819-255-4%$2.0M$2.2M+$212.8K2026-11-02
Rebalance, LLC
DECREASED6,5636,616-53-1%$1.9M$2.2M+$271.3K2026-10-22
Ehrlich Financial Group
INCREASED6,5496,284+265+4%$1.8M$2.2M+$362.6K2026-10-20
Lane Brothers & Co Inc
DECREASED6,5338,783-2,250-26%$2.5M$2.2M-$365.7K2026-11-02
Genesis Private Wealth, LLC
DECREASED6,5337,678-1,145-15%$2.2M$2.2M-$46.1K2026-11-02
Connective Portfolio Management, LLC
INCREASED6,5203,520+3,000+85%$1.0M$2.2M+$1.2M2026-10-22
CenterStar Asset Management, LLC
INCREASED6,5105,422+1,088+20%$1.6M$2.2M+$600.7K2026-10-09
Shade Tree Advisors LLC
NEW6,496—+6,496——$2.2M—2026-10-22
Corundum Trust Company, Inc
DECREASED6,4916,512-210%$1.9M$2.2M+$277.3K2026-10-29
Hegarty Advisors, LLC
DECREASED6,4616,468-70%$1.9M$2.2M+$280.1K2026-10-20
Bare Financial Services, Inc
INCREASED6,4576,318+139+2%$1.8M$2.2M+$322.3K2026-11-04
Horizon Financial Services, LLC
INCREASED6,4556,321+134+2%$1.8M$2.1M+$320.6K2026-11-04
Verity Asset Management, Inc.
INCREASED6,4516,392+59+1%$1.8M$2.1M+$298.5K2026-10-30
Merited Wealth, LLC
DECREASED6,4376,454-170%$1.9M$2.1M+$276.1K2026-10-13
Absolute Capital Management, LLC
INCREASED6,4294,342+2,087+48%$1.3M$2.1M+$884.6K2026-10-16
Holland Advisory Services, Inc.
DECREASED6,4297,524-1,095-15%$2.2M$2.1M-$36.2K2026-10-26
Marotta Asset Management
INCREASED6,4276,368+59+1%$1.9M$2.1M+$265.7K2026-10-02
Evansbrook LLC
DECREASED6,4236,433-100%$1.9M$2.1M+$277.6K2026-10-16
Boyum Wealth Architects LLC
INCREASED6,4116,331+80+1%$2.0M$2.1M+$130.4K2026-10-06
Reston Wealth Management LLC
DECREASED6,4046,680-276-4%$1.9M$2.1M+$199.8K2026-10-29
Vista Finance, LLC
DECREASED6,4046,408-40%$1.9M$2.1M+$278.4K2026-10-23
Opulen Financial Group LLC
INCREASED6,4015,633+768+14%$1.6M$2.1M+$501.7K2026-10-22
Schwartz Investment Counsel Inc
DECREASED6,4006,500-100-2%$1.9M$2.1M+$250.5K2026-10-26
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED6,3766,266+110+2%$1.8M$2.1M+$310.0K2026-10-15
Rodgers & Associates, LTD
DECREASED6,3406,370-300%$1.8M$2.1M+$268.1K2026-10-20
Lionsbridge Wealth Management LLC
DECREASED6,3366,522-186-3%$1.9M$2.1M+$222.8K2026-10-26
MBE Wealth Management, LLC
INCREASED6,3356,288+47+1%$1.8M$2.1M+$290.3K2026-10-26
Cottonwood Capital Advisors, LLC
UNCHANGED6,3146,31400%$1.8M$2.1M+$275.8K2026-10-20
Carolina Wealth Management Inc
INCREASED6,2795,942+337+6%$1.7M$2.1M+$371.7K2026-10-29
Phillip James Consulting Co.
UNCHANGED6,2706,27000%$1.8M$2.1M+$273.7K2026-11-03
Sulzberger Capital Advisors, Inc.
INCREASED6,2615,407+854+16%$1.6M$2.1M+$520.8K2026-10-20
Lutz Financial Services LLC
INCREASED6,2446,200+44+1%$1.8M$2.1M+$285.3K2026-11-06
BankChampaign, National Association
DECREASED6,2366,314-78-1%$1.8M$2.1M+$249.7K2026-10-19
Bucket List Wealth Management, LLC
INCREASED6,2226,065+157+3%$1.8M$2.1M+$317.0K2026-10-22
Darrow Company, Inc.
INCREASED6,2214,758+1,463+31%$1.4M$2.1M+$695.0K2026-10-22
Unify Financial Advisors
DECREASED6,2186,263-45-1%$1.8M$2.1M+$258.4K2026-11-03
Yoffe Investment Management, LLC
UNCHANGED6,2126,21200%$1.8M$2.1M+$271.2K2026-11-02
GK Wealth Management LLC
DECREASED6,2108,730-2,520-29%$2.5M$2.1M-$458.6K2026-10-09
DBK Financial Counsel, LLC
INCREASED6,2086,205+3+0%$1.8M$2.1M+$271.9K2026-10-13
Fortress Financial Group, LLC
INCREASED6,2036,177+26+0%$1.8M$2.1M+$278.3K2026-10-21
Post Resch Tallon Group Inc.
INCREASED6,1836,037+146+2%$1.7M$2.1M+$312.4K2026-10-09
Retireful, LLC
NEW6,174—+6,174——$2.1M—2026-10-09
Blue Jean Financial LLC
INCREASED6,1696,101+68+1%$1.8M$2.1M+$289.0K2026-10-20
Guardsman Private Capital Management, Inc.
INCREASED6,1516,128+23+0%$1.8M$2.0M+$275.2K2026-10-19
Optima Capital LLC
INCREASED6,1475,879+268+5%$1.7M$2.0M+$346.1K2026-10-29
Auto-Owners Insurance Co
DECREASED6,12814,818-8,690-59%$4.3M$2.0M-$2.2M2026-10-15
Matthew Goff Investment Advisor, LLC
INCREASED6,1286,113+15+0%$1.8M$2.0M+$271.9K2026-10-13
PFG Private Wealth Management, LLC
DECREASED6,1236,613-490-7%$1.9M$2.0M+$125.7K2026-10-15
Greenhouse Wealth Management, LLC
UNCHANGED6,1036,10300%$1.8M$2.0M+$266.5K2026-10-20
J.M. Arbour, LLC
DECREASED6,0906,821-731-11%$2.0M$2.0M+$53.9K2026-11-05
Lavelle Capital LP
DECREASED6,0806,088-80%$1.8M$2.0M+$263.2K2026-11-03
Sippican Capital Advisors
INCREASED6,0746,008+66+1%$1.7M$2.0M+$284.3K2026-10-23
Grove Street Fiduciary, LLC
INCREASED6,0696,060+9+0%$1.8M$2.0M+$267.6K2026-10-13
Blue Water Asset Management
INCREASED6,0575,827+230+4%$1.7M$2.0M+$330.8K2026-11-04
Seneca Financial Advisors LLC
DECREASED6,0576,061-40%$1.8M$2.0M+$263.3K2026-10-28
Ackerman Capital Advisors, LLC
INCREASED6,0305,298+732+14%$1.5M$2.0M+$475.1K2026-10-30
GoalFusion Wealth Management, LLC
INCREASED6,0286,014+14+0%$1.7M$2.0M+$267.2K2026-10-06
Northwest Wealth Advisors, LLC
DECREASED6,0226,061-39-1%$1.8M$2.0M+$251.5K2026-11-02
Rakuten Securities, Inc.
DECREASED6,0166,824-808-12%$2.0M$2.0M+$28.9K2026-11-02
Citrine Capital LLC
INCREASED6,0135,737+276+5%$1.7M$2.0M+$342.2K2026-10-14
Lesa Sroufe & Co
UNCHANGED5,9935,99300%$1.7M$2.0M+$262.0K2026-10-29
Prescott Group Capital Management, L.L.C.
UNCHANGED5,9895,98900%$1.7M$2.0M+$261.5K2026-10-30
IAG Wealth Partners, LLC
INCREASED5,9835,689+294+5%$1.6M$2.0M+$346.4K2026-11-06
North Point Portfolio Managers Corp
DECREASED5,9766,166-190-3%$1.8M$2.0M+$205.9K2026-10-07
First Growth Capital LLC
DECREASED5,9656,011-46-1%$1.7M$2.0M+$247.1K2026-10-15
Seven Post Investment Office LP
UNCHANGED5,9515,95100%$1.7M$2.0M+$259.8K2026-10-26
Michels Family Financial, LLC
INCREASED5,9455,944+1+0%$1.7M$2.0M+$259.7K2026-11-02
Slocum, Gordon & Co LLP
DECREASED5,9386,738-800-12%$1.9M$2.0M+$27.8K2026-10-19
SoundView Advisors Inc.
INCREASED5,9305,729+201+4%$1.7M$2.0M+$317.0K2026-11-04
Spectrum Asset Management, Inc. (NB )
DECREASED5,9296,103-174-3%$1.8M$2.0M+$208.6K2026-10-19
Dutch Asset Corp
DECREASED5,9208,431-2,511-30%$2.4M$2.0M-$468.2K2026-10-20
Prism Planning Partners LLC
INCREASED5,9065,826+80+1%$1.7M$2.0M+$281.0K2026-10-27
Biltmore Wealth Management, LLC
INCREASED5,9015,851+50+1%$1.7M$2.0M+$272.2K2026-10-09
Wellington Shields & Co., LLC
DECREASED5,900116,104-110,204-95%$33.6M$2.0M-$31.6M2026-11-03
Wellington Shields Capital Management, LLC
DECREASED5,90099,923-94,023-94%$28.9M$2.0M-$26.9M2026-11-03
Capital Management Associates
UNCHANGED5,9005,90000%$1.7M$2.0M+$257.6K2026-11-03
Columbia Advisory Partners LLC
INCREASED5,8925,873+19+0%$1.7M$2.0M+$262.7K2026-10-15
Partners in Financial Planning
DECREASED5,8845,921-37-1%$1.7M$2.0M+$246.3K2026-11-06
Kagan Cocozza Asset Management
DECREASED5,8745,911-37-1%$1.7M$2.0M+$245.8K2026-10-19
Walser Wealth Management Company, A Ltd Liability Co
DECREASED5,8716,105-234-4%$1.8M$2.0M+$188.8K2026-10-15
MAD River Investors
INCREASED5,8475,050+797+16%$1.5M$1.9M+$485.9K2026-10-27
Groesbeck Investment Management Corp
UNCHANGED5,8305,83000%$1.7M$1.9M+$255.0K2026-10-26
Hubbell Strickland Wealth Management, LLC
DECREASED5,8145,838-240%$1.7M$1.9M+$247.0K2026-10-29
Compass Financial Services Inc
DECREASED5,8045,936-132-2%$1.7M$1.9M+$215.2K2026-11-06
Wealthstar Advisors, LLC
INCREASED5,7595,738+21+0%$1.7M$1.9M+$257.7K2026-10-19
IronOak Wealth Llc.
NEW5,751—+5,751——$1.9M—2026-11-06
Baron Financial Group, LLC
DECREASED5,7375,986-249-4%$1.7M$1.9M+$178.4K2026-10-09
Tepp RIA, LLC
INCREASED5,7335,729+4+0%$1.7M$1.9M+$251.6K2026-10-14
Beacon Wealthcare LLC
DECREASED5,7295,780-51-1%$1.7M$1.9M+$235.4K2026-10-02
Ethos Capital Management, Inc.
INCREASED5,7244,199+1,525+36%$1.2M$1.9M+$691.3K2026-11-03
William Howard & Co Financial Advisors Inc
DECREASED5,7216,307-586-9%$1.8M$1.9M+$80.2K2026-11-04
Optimas Capital Ltd
NEW5,720—+5,720——$1.9M—2026-11-03
Decker Retirement Planning Inc.
DECREASED5,7136,183-470-8%$1.8M$1.9M+$113.4K2026-10-19
Joel Adams & Associates, Inc.
INCREASED5,6695,349+320+6%$1.5M$1.9M+$340.2K2026-11-02
Nearside Advisors, LLC
NEW5,668—+5,668——$1.9M—2026-10-20
JIM Saulnier & Associates, LLC
DECREASED5,6485,767-119-2%$1.7M$1.9M+$212.0K2026-11-04
Evolution Advisers, Inc.
INCREASED5,6265,442+184+3%$1.6M$1.9M+$355.6K2026-11-06
CDM Financial Counseling Services, Inc.
DECREASED5,6235,696-73-1%$1.6M$1.9M+$224.1K2026-10-15
O'Connor Financial Group LLC
INCREASED5,6225,491+131+2%$1.6M$1.9M+$283.4K2026-10-26
Granville Capital, Inc.
INCREASED5,6194,388+1,231+28%$1.3M$1.9M+$601.7K2026-11-05
21 West Wealth Management LLC
DECREASED5,6035,834-231-4%$1.7M$1.9M+$177.8K2026-10-13
Parker Financial LLC
DECREASED5,5725,581-90%$1.6M$1.9M+$240.6K2026-11-05
3 Factor Indexing, LLC
UNCHANGED5,5705,57000%$1.6M$1.9M+$243.3K2026-10-15
Bayshore Asset Management, LLC
DECREASED5,5575,998-441-7%$1.7M$1.9M+$159.2K2026-11-03
Randall & Associates Wealth Management
INCREASED5,5494,749+800+17%$1.4M$1.8M+$473.8K2026-10-20
Aull & Monroe Investment Management Corp
DECREASED5,5255,625-100-2%$1.6M$1.8M+$212.3K2026-10-16
Equity Wealth Partners, LLC
DECREASED5,5245,646-122-2%$1.6M$1.8M+$205.8K2026-10-26
Advisory Advocates, LLC
DECREASED5,5206,255-735-12%$1.8M$1.8M+$28.2K2026-11-05
Keenan, LLC
DECREASED5,5155,542-270%$1.6M$1.8M+$232.9K2026-10-23
Burk Holdings LLC
INCREASED5,5145,073+441+9%$1.5M$1.8M+$368.3K2026-11-05
Cornerstone Wealth Advisors, Inc.
DECREASED5,5055,574-69-1%$1.6M$1.8M+$220.4K2026-10-16
Oceanside Advisors LLC
UNCHANGED5,5045,50400%$1.6M$1.8M+$240.3K2026-11-03
McGrath & Associates, Inc.
NEW5,499—+5,499——$1.7M—2026-10-27
Mawer Investment Management Ltd.
DECREASED5,4795,510-31-1%$1.6M$1.8M+$230.2K2026-11-06
Dynamic Financial Group
DECREASED5,4685,486-180%$1.6M$1.8M+$233.5K2026-10-28
Form Wealth Advisors, LLC
DECREASED5,4635,651-188-3%$1.6M$1.8M+$184.2K2026-10-13
SwitchPoint Financial Planning, LLC
INCREASED5,4105,356+54+1%$1.5M$1.8M+$251.8K2026-11-02
ADG Wealth Management Group, LLC
INCREASED5,3895,388+1+0%$1.6M$1.8M+$235.4K2026-10-23
Walker Financial Services, Inc.
INCREASED5,3885,186+202+4%$1.5M$1.8M+$293.8K2026-10-26
Greenfield Seitz Capital Management, LLC
UNCHANGED5,3725,37200%$1.6M$1.8M+$234.5K2026-10-29
Harbor Asset Planning, Inc.
INCREASED5,3695,368+1+0%$1.6M$1.8M+$234.6K2026-10-23
Copper Harbor Investment Advisors, LLC
DECREASED5,3585,368-100%$1.6M$1.8M+$231.0K2026-10-16
BayBridge Capital Group, LLC
INCREASED5,3104,847+463+10%$1.4M$1.8M+$365.9K2026-10-13
Davidson Capital Management Inc.
INCREASED5,3075,232+75+1%$1.5M$1.8M+$253.4K2026-10-15
Live Oak Investment Partners
DECREASED5,3025,450-148-3%$1.6M$1.8M+$188.6K2026-10-23
Omnitrust Wealth Management, Inc
NEW5,294—+5,294——$1.8M—2026-11-02
Lighthouse Wealth Management Inc.
DECREASED5,2945,345-51-1%$1.5M$1.8M+$216.3K2026-10-13
Foundry Financial LLC
INCREASED5,2874,256+1,031+24%$1.2M$1.8M+$529.3K2026-10-16
Waycross Investment Management Co
DECREASED5,2825,328-46-1%$1.5M$1.8M+$217.4K2026-10-14
Spectrum Planning & Advisory Services Inc.
INCREASED5,2594,788+471+10%$1.4M$1.8M+$365.8K2026-11-05
Cyr Financial Inc.
DECREASED5,2555,397-142-3%$1.6M$1.7M+$188.1K2026-10-16
Gibson Capital, LLC
DECREASED5,21317,000-11,787-69%$4.9M$1.7M-$3.2M2026-10-23
Svrn Asset Management, LLC
UNCHANGED5,2085,20800%$1.5M$1.7M+$227.4K2026-11-02
Silver Lake Advisory, LLC
INCREASED5,2015,197+4+0%$1.5M$1.7M+$228.0K2026-10-22
Stack Financial Management, Inc
DECREASED5,1875,487-300-5%$1.6M$1.7M+$139.7K2026-11-02
Your Advocates Ltd., LLP
DECREASED5,1855,565-380-7%$1.6M$1.7M+$116.4K2026-11-03
WJ Wealth Management, LLC
INCREASED5,1615,086+75+1%$1.5M$1.7M+$247.0K2026-11-03
Gilbert Capital Group, Inc.
DECREASED5,1535,155-20%$1.5M$1.7M+$224.4K2026-10-28
Endowment Wealth Management, Inc.
DECREASED5,1515,820-669-11%$1.7M$1.7M+$31.2K2026-11-03
Berkeley, Inc
DECREASED5,1445,200-56-1%$1.5M$1.7M+$208.4K2026-10-20
AJ Advisors, LLC
DECREASED5,1405,157-170%$1.5M$1.7M+$219.4K2026-10-29
Delta Wealth Advisors LLC
UNCHANGED5,1295,12900%$1.5M$1.7M+$223.9K2026-10-09
Ferguson Johnson Wealth Management Inc
DECREASED5,1275,266-139-3%$1.5M$1.7M+$184.4K2026-11-05
VAN Strum & Towne Inc.
INCREASED5,1264,537+589+13%$1.3M$1.7M+$394.2K2026-11-06
Clark Wealth Partners
INCREASED5,1264,664+462+10%$1.3M$1.7M+$357.6K2026-10-19
Signature Resources Capital Management, LLC
INCREASED5,1214,413+708+16%$1.3M$1.7M+$428.5K2026-10-16
Kraft, Davis & Associates, LLC
INCREASED5,1095,106+3+0%$1.6M$1.8M+$145.5K2026-10-21
Mullooly Asset Management, Inc.
INCREASED5,1045,102+2+0%$1.5M$1.7M+$223.5K2026-10-30
Hummer Financial Advisory Services Inc
UNCHANGED5,1035,10300%$1.5M$1.7M+$222.8K2026-10-09
Prota Financial, LLC
DECREASED5,0885,152-64-1%$1.5M$1.7M+$164.1K2026-10-08
Tabr Capital Management, LLC
DECREASED5,0875,142-55-1%$1.5M$1.7M+$206.4K2026-10-20
Cynosure Group, LLC
INCREASED5,0845,083+1+0%$1.5M$1.7M+$222.3K2026-11-03
Hardin Capital Partners, LLC
INCREASED5,0753,901+1,174+30%$1.1M$1.7M+$568.0K2026-10-09
Aureum Wealth Management, LLC
DECREASED5,0565,066-100%$1.5M$1.7M+$217.9K2026-10-15
Elevate Capital Advisors, LLC
DECREASED5,0398,599-3,560-41%$2.5M$1.7M-$810.0K2026-11-02
Asempa Wealth Advisors
INCREASED5,0324,956+76+2%$1.4M$1.7M+$228.1K2026-10-07
L.K. Benson & Company, P.C.
DECREASED5,0295,161-132-3%$1.5M$1.7M+$181.4K2026-10-23
O'Keefe Stevens Advisory, Inc.
UNCHANGED5,0205,02000%$1.5M$1.7M+$219.2K2026-10-09
Level Wealth Management LLC
INCREASED5,0132,957+2,056+70%$855.6K$1.7M+$814.0K2026-10-23
RMR Capital Management, LLC
UNCHANGED5,0065,00600%$1.4M$1.7M+$218.6K2026-10-23
Valley Forge Investment Consultants Inc ADV
DECREASED5,0045,262-258-5%$1.5M$1.7M+$143.9K2026-11-03
Good Harbor Advisors, Inc.
DECREASED4,9845,270-286-5%$1.5M$1.7M+$134.6K2026-10-20
Foundry Financial Group, Inc.
INCREASED4,9814,575+406+9%$1.3M$1.7M+$335.0K2026-10-28
Marathon Mission, Inc.
INCREASED4,9784,871+107+2%$1.4M$1.7M+$248.3K2026-10-01
Del-Sette Capital Management, LLC
DECREASED4,97710,082-5,105-51%$2.9M$1.7M-$1.3M2026-10-23
Aquire Wealth Advisors, LLC
INCREASED4,9584,827+131+3%$1.4M$1.7M+$254.2K2026-10-23
Daviman Financial, LLC
DECREASED4,9565,189-233-4%$1.5M$1.7M+$148.8K2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED4,9565,096-140-3%$1.5M$1.6M+$176.7K2026-10-14
Wagner Wealth Management, Corp
DECREASED4,9407,050-2,110-30%$2.0M$1.6M-$394.9K2026-10-20
Attessa Capital LLC
DECREASED4,9365,502-566-10%$1.6M$1.6M+$51.8K2026-10-09
Mid-American Wealth Advisory Group, Inc.
INCREASED4,9294,321+608+14%$1.3M$1.6M+$391.2K2026-10-21
Evolution Wealth Management Inc.
DECREASED4,9275,990-1,063-18%$1.7M$1.6M-$92.5K2026-10-28
Sentinel Advisory Group, LLC
INCREASED4,9234,729+194+4%$1.4M$1.6M+$271.1K2026-10-20
Kingdom Financial Group Llc.
INCREASED4,9204,690+230+5%$1.3M$1.6M+$280.3K2026-11-04
Penney Financial, LLC
DECREASED4,9178,892-3,975-45%$2.6M$1.6M-$935.6K2026-10-20
Emergent Wealth Advisors, LLC
INCREASED4,9144,816+98+2%$1.4M$1.6M+$240.8K2026-10-09
Wavvest Wealth LLC
NEW4,891—+4,891——$1.6M—2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED4,8894,159+730+18%$1.2M$1.6M+$381.6K2026-11-02
James Hambro & Partners LLP
INCREASED4,8782,568+2,310+90%$742.6K$1.6M+$882.0K2026-10-19
Spurstone Advisory Services, LLC
DECREASED4,8764,954-78-2%$1.5M$1.6M+$152.3K2026-11-02
Manitou Investment Management Ltd.
DECREASED4,8717,322-2,451-33%$2.1M$1.6M-$496.6K2026-10-15
Stonehaven Wealth & TAX Solutions, LLC
DECREASED4,8715,005-134-3%$1.4M$1.6M+$173.9K2026-10-22
Sage Financial Management Group, Inc.
DECREASED4,8654,870-50%$1.4M$1.6M+$211.1K2026-11-06
Timonier Family Office, Ltd.
INCREASED4,8624,861+1+0%$1.4M$1.6M+$212.6K2026-11-03
Prodigy Asset Management LLC
DECREASED4,8615,073-212-4%$1.5M$1.6M+$150.9K2026-10-28
New England Professional Planning Group Inc.
UNCHANGED4,8604,86000%$1.4M$1.6M+$212.2K2026-10-29
Guardian Wealth Management, Inc.
UNCHANGED4,8534,85300%$1.4M$1.6M+$212.0K2026-10-30
truNorth Financial Services, Inc.
DECREASED4,8494,917-68-1%$1.4M$1.6M+$192.0K2026-11-06
High Probability Advisors, LLC
UNCHANGED4,8484,84800%$1.4M$1.6M+$211.7K2026-10-19
SpringVest Wealth Management LLC
INCREASED4,8474,595+252+5%$1.3M$1.6M+$284.5K2026-10-27
Stronghold Wealth Management L.L.C.
DECREASED4,8464,871-25-1%$1.4M$1.6M+$204.3K2026-10-16
ATX Financial Planning, LLC
DECREASED4,8435,788-945-16%$1.7M$1.6M-$61.9K2026-10-14
Straight Path Wealth Management
INCREASED4,8413,830+1,011+26%$1.1M$1.6M+$503.9K2026-10-23
Sagace Wealth Management LLC
INCREASED4,8414,618+223+5%$1.3M$1.6M+$275.9K2026-10-28
Gold Investment Management Ltd.
INCREASED4,8064,804+2+0%$1.4M$1.6M+$210.4K2026-10-19
Reaves W H & Co Inc
UNCHANGED4,8004,80000%$1.4M$1.6M+$209.6K2026-11-06
POM Investment Strategies, LLC
INCREASED4,7884,401+387+9%$1.3M$1.6M+$321.0K2026-10-20
Spectrum Financial Alliance Ltd LLC
INCREASED4,776773+4,003+518%$223.7K$1.6M+$1.4M2026-10-29
Integras Partners LLC
INCREASED4,7684,767+1+0%$1.4M$1.6M+$208.5K2026-10-30
Sfam, LLC
INCREASED4,7394,719+20+0%$1.4M$1.6M+$212.7K2026-11-03
Argyle Capital Management, LLC
DECREASED4,7254,745-200%$1.4M$1.6M+$200.5K2026-10-28
Websterrogers Financial Advisors, LLC
DECREASED4,7175,016-299-6%$1.5M$1.6M+$119.1K2026-11-02
Cannon Financial Strategists, Inc.
DECREASED4,7144,898-184-4%$1.4M$1.6M+$152.6K2026-10-19
Shore Point Advisors, LLC
INCREASED4,7104,109+601+15%$1.2M$1.6M+$379.3K2026-10-14
Catalyst Capital Advisors LLC
DECREASED4,7075,058-351-7%$1.5M$1.6M+$103.9K2026-11-02
Hyposwiss Advisors SA
DECREASED4,7054,807-102-2%$1.4M$1.6M+$175.9K2026-10-26
William B. Walkup & Associates, Inc.
INCREASED4,7033,514+1,189+34%$1.0M$1.6M+$549.4K2026-11-05
ZynergyRetirementPlanningLLC
DECREASED4,7034,874-171-4%$1.4M$1.6M+$155.9K2026-10-08
Corrado Advisors, LLC
DECREASED4,6934,714-210%$1.4M$1.6M+$198.7K2026-10-27
Stordahl Capital Management, Inc.
DECREASED4,6844,742-58-1%$1.4M$1.6M+$187.7K2026-10-22
Nottingham Advisors, Inc.
INCREASED4,6773,963+714+18%$1.3M$1.6M+$257.9K2026-10-29
Financial Concepts Unlimited, Inc.
DECREASED4,6696,570-1,901-29%$1.9M$1.6M-$346.4K2026-11-06
Global View Capital Management LLC
DECREASED4,6634,823-160-3%$1.4M$1.6M+$157.3K2026-10-28
McMill Wealth Management
INCREASED4,6604,658+2+0%$1.3M$1.6M+$203.9K2026-11-05
Seros Financial, LLC
INCREASED4,6334,541+92+2%$1.3M$1.5M+$228.9K2026-10-21
Alamar Capital Management, LLC
INCREASED4,6164,521+95+2%$1.3M$1.5M+$229.0K2026-11-02
Albert D Mason Inc
DECREASED4,6144,657-43-1%$1.3M$1.5M+$189.0K2026-10-27
IMG Wealth Management, Inc.
INCREASED4,5994,048+551+14%$1.2M$1.5M+$360.1K2026-10-27
Peak Financial Advisors LLC
INCREASED4,5844,570+14+0%$1.3M$1.5M+$204.2K2026-10-28
Blvd Private Wealth, LLC
DECREASED4,5814,624-43-1%$1.3M$1.5M+$187.6K2026-10-14
Independent Wealth Advisors LLC
DECREASED4,5494,574-25-1%$1.3M$1.5M+$191.1K2026-10-27
Stephen J. Garry & Associates, LLC
DECREASED4,5484,922-374-8%$1.4M$1.5M+$90.5K2026-11-05
Core Wealth Management, Inc.
INCREASED4,5234,204+319+8%$1.2M$1.5M+$289.9K2026-10-22
Sullivan Wood Capital Management LLC
UNCHANGED4,5184,51800%$1.3M$1.5M+$197.3K2026-10-13
Milestones Private Investment Advisors LLC
DECREASED4,5074,584-77-2%$1.3M$1.5M+$174.5K2026-10-19
Freestate Advisors LLC
INCREASED4,5054,401+104+2%$1.3M$1.5M+$226.7K2026-10-09
Idaho Trust Co
INCREASED4,5054,406+99+2%$1.3M$1.5M+$225.3K2026-11-04
Fusion Family Wealth, LLC
DECREASED4,4944,626-132-3%$1.3M$1.5M+$158.0K2026-11-02
Belleair Asset Management, LLC
UNCHANGED4,4894,48900%$1.3M$1.5M+$196.0K2026-11-03
Ridgeline Wealth Planning, LLC
INCREASED4,4883,736+752+20%$1.1M$1.5M+$413.6K2026-10-29
Swmg, LLC
INCREASED4,4783,863+615+16%$1.2M$1.6M+$343.2K2026-10-23
MontVue Capital Management, Inc.
UNCHANGED4,4744,47400%$1.3M$1.5M+$195.3K2026-10-19
Invariant Investment Management
DECREASED4,4694,494-25-1%$1.4M$1.5M+$86.2K2026-10-08
James Reed Financial Services, Inc.
UNCHANGED4,4694,46900%$1.3M$1.5M+$195.1K2026-10-26
Koenig Investment Advisory, LLC
DECREASED4,4634,475-120%$1.3M$1.5M+$191.5K2026-10-09
DWM Financial Group, Inc.
INCREASED4,4564,089+367+9%$1.1M$1.5M+$372.5K2026-10-28
Briggs Wealth Management, Inc
INCREASED4,4494,448+1+0%$1.3M$1.5M+$194.5K2026-10-26
Englebert Financial Advisers, LLC
INCREASED4,4434,223+220+5%$1.2M$1.5M+$257.7K2026-10-20
Hiley Hunt Wealth Management
DECREASED4,4394,717-278-6%$1.4M$1.5M+$113.5K2026-10-08
Vericrest Private Wealth
DECREASED4,4344,695-261-6%$1.4M$1.5M+$118.1K2026-10-21
IFC & Insurance Marketing, Inc.
DECREASED4,4104,657-247-5%$1.3M$1.5M+$121.1K2026-10-16
Archer Investment Management, LLC
INCREASED4,3973,406+991+29%$985.6K$1.5M+$478.7K2026-10-13
Strategic Advisory Partners, LLC
DECREASED4,3934,408-150%$1.3M$1.5M+$187.4K2026-11-06
Treasure Coast Financial Planning
DECREASED4,3914,433-42-1%$1.3M$1.5M+$179.6K2026-11-03
Laurel Wealth Planning LLC
DECREASED4,3864,442-56-1%$1.3M$1.5M+$175.3K2026-11-02
Silver Oak Advisory Group, Inc.
DECREASED4,3754,436-61-1%$1.3M$1.5M+$173.8K2026-11-06
Strategic Wealth Advisors LLC
DECREASED4,3624,437-75-2%$1.2K$1.5M+$1.5M2026-11-06
AtlasMark Financial, Inc
UNCHANGED4,3624,36200%$1.3M$1.5M+$190.4K2026-10-13
Gleason Group, Inc.
INCREASED4,3594,356+3+0%$1.3M$1.5M+$191.2K2026-10-15
FSA Investment Group, LLC
DECREASED4,3425,444-1,102-20%$1.6M$1.4M-$129.6K2026-10-07
A4 Wealth Advisors LLC
DECREASED4,3314,513-182-4%$1.3M$1.4M+$136.4K2026-10-20
Pembroke Management, LTD
INCREASED4,3254,143+182+4%$1.2M$1.4M+$241.5K2026-10-21
Hara Capital LLC
DECREASED4,3224,360-38-1%$1.3M$1.4M+$177.7K2026-10-30
Oath Planning, LLC
INCREASED4,3092,867+1,442+50%$829.6K$1.4M+$605.3K2026-10-20
Livet Wealth, LLC
INCREASED4,2882,050+2,238+109%$593.2K$1.4M+$834.8K2026-10-27
Main Line Retirement Advisors, LLC
INCREASED4,2813,394+887+26%$982.2K$1.4M+$443.4K2026-10-14
Covestor Ltd
DECREASED4,2794,638-359-8%$1.3M$1.4M+$83.0K2026-10-30
Private Wealth Group, LLC
UNCHANGED4,2674,26700%$1.2M$1.4M+$186.3K2026-10-19
RF&L Wealth Management, LLC
DECREASED4,2535,105-852-17%$1.5M$1.4M-$60.8K2026-10-20
Evergreen Advisors, LLC
INCREASED4,2424,241+1+0%$1.2M$1.4M+$185.6K2026-10-28
Gutierrez Wealth Advisory, LLC
INCREASED4,2383,688+550+15%$1.1M$1.4M+$344.1K2026-11-02
Wellment Financial
INCREASED4,2373,768+469+12%$1.1M$1.4M+$320.8K2026-10-28
New Harbor Financial Group, LLC
INCREASED4,2354,110+125+3%$1.2M$1.4M+$221.2K2026-10-22
Impact Investors, Inc
DECREASED4,22410,391-6,167-59%$3.0M$1.4M-$1.6M2026-11-02
AG Asset Advisory, LLC
UNCHANGED4,2114,21100%$1.2M$1.4M+$183.9K2026-11-06
Heritage Wealth Management, Inc. s
DECREASED4,2055,475-1,270-23%$1.6M$1.4M-$183.8K2026-11-06
Sound Stewardship, LLC
DECREASED4,1864,199-130%$1.2M$1.4M+$178.8K2026-10-14
Vavra Capital Management, LLC
UNCHANGED4,1854,18500%$1.2M$1.4M+$182.8K2026-10-14
Point Nemo Capital, LLC
INCREASED4,1694,167+2+0%$1.2M$1.4M+$182.3K2026-11-03
Spectrum Advisors, Inc.
INCREASED4,1664,165+1+0%$1.2M$1.4M+$182.1K2026-11-03
American Financial & TAX Strategies Inc
DECREASED4,1344,150-160%$1.2M$1.4M+$175.9K2026-10-16
IFS Advisors, LLC
INCREASED4,1281,776+2,352+132%$514.1K$1.4M+$860.8K2026-10-14
Arcadia Wealth Management, LLC
INCREASED4,1262,602+1,524+59%$752.8K$1.4M+$621.3K2026-10-22
Sharkey, Howes & Javer
DECREASED4,1204,706-586-12%$1.4M$1.4M+$10.3K2026-10-22
Legacy Solutions, LLC
DECREASED4,1184,880-762-16%$1.4M$1.4M-$40.9K2026-10-07
DB&C Advisors, LLC
DECREASED4,1094,157-48-1%$1.2M$1.4M+$165.7K2026-10-26
FMA Wealth Management, LLC
DECREASED4,1074,132-25-1%$1.2M$1.4M+$172.1K2026-10-21
Praxis Capital Management LLC
INCREASED4,1034,100+3+0%$1.2M$1.4M+$180.0K2026-10-16
Left Brain Wealth Management, LLC
INCREASED4,0963,911+185+5%$1.1M$1.4M+$232.4K2026-10-28
Rare Wolf Capital LLC
DECREASED4,0954,101-60%$1.2M$1.4M+$177.1K2026-10-20
Valued Wealth Advisors LLC
DECREASED4,0824,179-97-2%$1.2M$1.4M+$150.3K2026-11-05
Yardley Wealth Management LLC
INCREASED4,0801,622+2,458+152%$469.2K$1.4M+$889.4K2026-10-23
Clayton Financial Group LLC
DECREASED4,0514,380-329-8%$1.3M$1.3M+$81.8K2026-10-13
Triune Financial Partners, LLC
INCREASED4,0462,516+1,530+61%$728.0K$1.3M+$619.4K2026-11-03
Prosperity Advisers, LLC
DECREASED4,0444,132-88-2%$1.2M$1.3M+$151.1K2026-10-28
Hapanowicz & Associates Financial Services, Inc
UNCHANGED4,0424,04200%$1.2M$1.3M+$176.5K2026-10-29
Atlas Wealth Partners, LLC
DECREASED4,0364,047-110%$1.2M$1.3M+$173.1K2026-11-03
RHL Group, LLC
INCREASED4,0294,021+8+0%$1.2M$1.3M+$179.6K2026-11-04
Madson Wealth Advisors Inc
DECREASED4,0074,083-76-2%$1.2M$1.3M+$152.8K2026-10-13
Parametrica Management Ltd
DECREASED4,00012,000-8,000-67%$3.5M$1.3M-$2.1M2026-10-27
Partnership Wealth Management, LLC
DECREASED3,9994,633-634-14%$1.3M$1.3M-$8.9K2026-10-05
Quarry Hill Advisors, LLC
INCREASED3,9863,267+719+22%$945.3K$1.3M+$382.1K2026-11-04
Thor Trading Advisors, LLC
INCREASED3,9563,253+703+22%$941.3K$1.3M+$376.1K2026-11-05
Defender Capital, Llc.
INCREASED3,9563,955+1+0%$1.1M$1.3M+$172.9K2026-10-01
BluePrint Investing LLC
UNCHANGED3,9503,95000%$1.1M$1.3M+$172.5K2026-10-14
LWM Advisors Inc
INCREASED3,9493,948+1+0%$1.1M$1.3M+$172.8K2026-10-08
HighRoad Wealth Advisors, LLC
DECREASED3,9424,117-175-4%$1.2M$1.3M+$121.5K2026-10-14
Centennial Advisors, LLC
DECREASED3,9344,490-556-12%$1.3M$1.3M+$11.0K2026-10-21
Friedenthal Financial
DECREASED3,9337,371-3,438-47%$2.1M$1.3M-$823.0K2026-10-27
Prism Advisors, Inc.
UNCHANGED3,9273,92700%$1.1M$1.3M+$200.5K2026-10-09
BCK Partners, Inc.
UNCHANGED3,9243,92400%$1.1M$1.3M+$171.3K2026-10-23
LFA - Lugano Financial Advisors SA
DECREASED3,8994,059-160-4%$1.2M$1.3M+$123.9K2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED3,8993,893+6+0%$1.1M$1.3M+$172.0K2026-11-03
Sound Financial Strategies Group, LLC
INCREASED3,8733,872+1+0%$1.1M$1.3M+$169.2K2026-10-30
Bulwark Capital Corp
INCREASED3,8372,100+1,737+83%$607.7K$1.3M+$670.1K2026-10-13
Cogent Strategic Wealth LLC
INCREASED3,8333,816+17+0%$1.1M$1.3M+$172.3K2026-10-22
Mallini Complete Financial Planning LLC
INCREASED3,8122,785+1,027+37%$806.1K$1.3M+$463.4K2026-10-06
Provident Wealth Management, LLC
DECREASED3,79510,007-6,212-62%$2.9M$1.3M-$1.6M2026-10-20
Flagship Private Wealth, LLC
DECREASED3,7603,801-41-1%$1.1M$1.3M+$152.3K2026-11-05
Brown Financial Advisory
DECREASED3,7544,253-499-12%$1.2M$1.3M+$19.5K2026-11-05
TKG Advisors, LLC
INCREASED3,7142,531+1,183+47%$732.4K$1.2M+$504.5K2026-11-02
Capital CS Group, LLC
DECREASED3,7116,481-2,770-43%$1.9M$1.2M-$639.6K2026-10-29
Higgins & Schmidt Wealth Strategies LLC
INCREASED3,7013,615+86+2%$1.0M$1.2M+$186.6K2026-10-26
Cooksen Wealth, LLC
UNCHANGED3,6963,69600%$1.1M$1.2M+$174.7K2026-10-13
Cambridge Capital Management, LLC
DECREASED3,6683,820-152-4%$1.1M$1.2M+$116.0K2026-10-19
HBE Wealth Management, LLC
INCREASED3,6673,439+228+7%$995.1K$1.2M+$226.1K2026-11-06
Ndwm LLC
INCREASED3,6643,663+1+0%$1.1M$1.2M+$160.4K2026-11-05
Ulrich Consultants & Investment Group, LLC
NEW3,657—+3,657——$1.2M—2026-10-13
Foronjy Financial LLC
DECREASED3,6464,012-366-9%$1.2M$1.2M+$53.5K2026-10-14
Continuum Wealth Advisors, LLC
INCREASED3,6373,628+9+0%$1.0M$1.2M+$161.4K2026-10-20
Whitcomb & Hess, Inc.
DECREASED3,6353,678-43-1%$1.1M$1.2M+$146.5K2026-10-07
Graham Capital Wealth Management, LLC
UNCHANGED3,6193,61900%$1.0M$1.2M+$158.0K2026-10-26
Summit Financial Consulting LLC
INCREASED3,5962,843+753+26%$822.6K$1.2M+$375.0K2026-10-15
GreatBanc Trust Co
INCREASED3,5963,580+16+0%$1.0M$1.2M+$161.6K2026-11-04
Lpwm LLC
INCREASED3,5953,557+38+1%$1.0M$1.2M+$167.9K2026-10-20
Artesa Financial Group, LLC
INCREASED3,5923,462+130+4%$1.0M$1.2M+$194.7K2026-10-29
NewCorp Financial Services, Inc.
DECREASED3,5673,724-157-4%$1.1M$1.2M+$110.1K2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED3,5663,027+539+18%$875.9K$1.2M+$311.7K2026-10-16
Stegner Investment Associates Inc.
INCREASED3,5533,322+231+7%$961.2K$1.2M+$222.1K2026-10-15
Compass Wealth Management, LLC
INCREASED3,5493,520+29+1%$1.0M$1.2M+$163.6K2026-10-30
LAM Group, Inc.
UNCHANGED3,5483,54800%$1.0M$1.2M+$154.9K2026-10-26
Schulz Wealth, Ltd.
INCREASED3,5463,538+8+0%$1.0M$1.2M+$157.1K2026-11-03
ProCore Advisors, LLC
DECREASED3,5073,748-241-6%$1.1M$1.2M+$83.3K2026-10-14
Seed Wealth Management, Inc.
DECREASED3,5063,751-245-7%$1.1M$1.2M+$82.2K2026-10-20
Sherry Group, Inc.
DECREASED3,5063,515-90%$990.3K$1.2M+$177.3K2026-10-09
Cobblestone Asset Management LLC
DECREASED3,5043,644-140-4%$1.1M$1.2M+$112.6K2026-10-13
Silverberg Bernstein Capital Management LLC
DECREASED3,5003,600-100-3%$1.0M$1.2M+$123.9K2026-10-13
Phraction Management LLC
UNCHANGED3,4993,49900%$1.0M$1.2M+$152.8K2026-10-14
Tull Financial Group, Inc.
DECREASED3,4963,727-231-6%$1.1M$1.2M+$85.8K2026-11-05
TL Private Wealth
INCREASED3,4763,475+1+0%$1.1M$1.2M+$105.5K2026-10-13
Drum Hill Capital, LLC
DECREASED3,4753,558-83-2%$1.0M$1.2M+$127.7K2026-10-20
Bannerman Wealth Management Group, LLC
INCREASED3,4713,463+8+0%$1.0M$1.2M+$153.9K2026-10-09
Whitegate Investment Counselors, Inc.
INCREASED3,4503,448+2+0%$997.6K$1.1M+$151.3K2026-11-02
One Advisory Partners, LLC
DECREASED3,4443,494-50-1%$1.0M$1.1M+$135.9K2026-10-22
Altus Wealth Management, LLC
INCREASED3,4413,290+151+5%$952.0K$1.1M+$193.9K2026-10-13
Dedeker Financial LLC
INCREASED3,4293,420+9+0%$989.9K$1.1M+$152.4K2026-10-23
Salzhauer Michael
UNCHANGED3,4183,41800%$989.0K$1.1M+$149.2K2026-10-28
Cannon Capital Management, Inc.
INCREASED3,4043,262+142+4%$943.9K$1.1M+$189.7K2026-11-03
Prairiewood Capital, LLC
INCREASED3,3893,189+200+6%$922.8K$1.1M+$205.9K2026-10-16
Enhancing Capital LLC
INCREASED3,3883,338+50+2%$965.9K$1.1M+$162.4K2026-10-26
Gainline Financial Partners, LLC
DECREASED3,3763,382-60%$978.7K$1.1M+$145.6K2026-10-15
Dakota Community Bank & Trust NA
INCREASED3,3752,860+515+18%$827.6K$1.1M+$296.4K2026-10-09
PMG Family Office LLC
DECREASED3,3703,378-80%$977.5K$1.1M+$144.8K2026-10-19
Anderson Hoagland & Co
INCREASED3,3683,158+210+7%$913.8K$1.2M+$259.0K2026-10-23
Town Capital LLC
INCREASED3,3643,356+8+0%$971.1K$1.1M+$149.2K2026-11-03
Junk Investment Group, LLC
DECREASED3,3593,387-28-1%$979.9K$1.1M+$138.8K2026-10-19
Beacon Financial Strategies Corp
INCREASED3,3492,626+723+28%$759.8K$1.1M+$355.4K2026-10-14
Lountzis Asset Management, LLC
INCREASED3,3443,329+15+0%$963.5K$1.1M+$150.4K2026-10-30
USA Financial Formulas
NEW3,336—+3,336——$1.1M—2026-10-16
FSA Wealth Partners, Inc.
INCREASED3,3352,851+484+17%$825.0K$1.1M+$285.7K2026-10-26
Kennon-Green & Company, LLC
DECREASED3,3353,349-140%$969.1K$1.1M+$141.6K2026-10-05
Ariston Services Group
INCREASED3,3281,652+1,676+101%$478.0K$1.1M+$630.3K2026-10-16
Jmac Enterprises LLC
DECREASED3,3153,426-111-3%$991.3K$1.1M+$112.6K2026-10-30
Bull Oak Capital, LLC
INCREASED3,2853,283+2+0%$950.1K$1.1M+$144.0K2026-10-23
Scott Capital Advisors, LLC
UNCHANGED3,2373,23700%$936.8K$1.1M+$153.0K2026-10-13
Miller Global Investments, LLC
INCREASED3,2282,341+887+38%$677.4K$1.1M+$397.6K2026-10-02
Succession Financial, Inc.
INCREASED3,2173,214+3+0%$930.1K$1.1M+$141.1K2026-10-14
Eleva Capital SAS
NEW3,200—+3,200——$1.1M—2026-10-06
Montgomery Financial Services LLC
DECREASED3,1823,188-60%$922.5K$1.1M+$137.2K2026-11-03
Watchman Group, Inc.
INCREASED3,1572,428+729+30%$702.6K$1.1M+$348.8K2026-10-16
Guardian Wealth Advisors, LLC
DECREASED3,1483,198-50-2%$925.4K$1.1M+$167.3K2026-10-30
Valpey Financial Services, LLC
DECREASED3,1423,204-62-2%$927.2K$1.0M+$119.2K2026-10-30
Financial Designs Corp
INCREASED3,1233,020+103+3%$873.8K$1.0M+$166.2K2026-10-09
Charis Legacy Partners, LLC
DECREASED3,1203,631-511-14%$1.1M$1.0M-$11.6K2026-10-22
Curry Webb Wealth Management LLC
UNCHANGED3,1103,11000%$899.8K$899.8K$02026-10-22
Good Steward Wealth Advisors,LLC
DECREASED3,1034,515-1,412-31%$1.3M$1.0M-$273.1K2026-11-06
Liberty Atlantic Advisors LLC
INCREASED3,1001,152+1,948+169%$333.5K$1.0M+$699.0K2026-10-14
Bluestem Financial Advisors, LLC
INCREASED3,0972,744+353+13%$794.1K$1.0M+$237.2K2026-10-20
Two West Capital Advisors LLC
DECREASED3,0953,113-18-1%$1.0M$1.0M+$2.9K2026-10-15
Burkett Asset Management Ltd
DECREASED3,0843,227-143-4%$933.8K$1.0M+$93.3K2026-10-13
Fullerton Advisors, LLC
INCREASED3,0773,059+18+1%$885.2K$1.0M+$139.6K2026-10-14
Charter Capital Management, Llc\de
DECREASED3,0753,114-39-1%$901.1K$1.0M+$123.1K2026-10-28
Randolph Co Inc
INCREASED3,0672,907+160+6%$841.2K$1.0M+$180.2K2026-10-23
Henderson Brothers Financial Partners, LLC
INCREASED3,0642,713+351+13%$785.1K$1.0M+$235.4K2026-11-03
BancFirst Trust & Investment Management
DECREASED3,0565,507-2,451-45%$1.6M$1.0M-$544.9K2026-10-30
Arrien Investments, Inc.
DECREASED3,0393,055-16-1%$884.0K$1.0M+$128.1K2026-10-30
Yelin Lapidot Holdings Management Ltd.
NEW3,038—+3,038——$1.0M—2026-10-26
Visionary Horizons, LLC
INCREASED3,0312,958+73+2%$856.2K$1.0M+$153.3K2026-10-22
Rempart Asset Management Inc.
UNCHANGED3,0213,02100%$874.2K$874.2K$02026-10-20
Pearl Planning LLC
INCREASED3,0042,486+518+21%$719.4K$1.0M+$281.1K2026-10-13
Codex Capital Asset Management L.L.C.
UNCHANGED3,0003,00000%$868.1K$999.1K+$131.0K2026-10-30
Pioneer Family Office, LLC
UNCHANGED2,9972,99700%$867.2K$998.1K+$130.8K2026-10-30
Verisail Partners, LLC
INCREASED2,9922,601+391+15%$752.6K$996.4K+$243.8K2026-10-19
Keystone Global Partners, LLC
DECREASED2,9904,600-1,610-35%$1.3M$995.6K-$335.4K2026-10-13
Eddie Patel Inc
UNCHANGED2,9722,97200%$860.0K$989.6K+$129.6K2026-11-02
USAdvisors Wealth Management, LLC
DECREASED2,9503,384-434-13%$979.0K$982.0K+$3.0K2026-10-21
Retirement Wealth Solutions LLC
INCREASED2,9392,478+461+19%$716.9K$978.6K+$261.7K2026-10-07
Capstone Capital LLC
DECREASED2,9312,955-24-1%$855.1K$976.1K+$121.0K2026-10-14
John W. Brooker & Co., CPAs
INCREASED2,9262,535+391+15%$733.4K$974.4K+$240.9K2026-10-21
StoneCrest Wealth Management, Inc.
INCREASED2,9182,722+196+7%$787.6K$971.8K+$184.1K2026-11-03
Kieckhefer Group LLC
DECREASED2,8753,225-350-11%$933.2K$957.4K+$24.2K2026-10-13
Bestgate Wealth Advisors, LLC
INCREASED2,8681,974+894+45%$571.2K$955.1K+$383.9K2026-10-13
Stolz & Associates, PS
UNCHANGED2,8632,86300%$828.4K$953.4K+$125.0K2026-11-05
Washington Growth Strategies LLC
UNCHANGED2,8592,85900%$827.3K$952.1K+$124.8K2026-10-19
Lunt Capital Management, Inc.
UNCHANGED2,8592,85900%$827.3K$952.1K+$124.8K2026-10-30
Martin Capital Partners, LLC
INCREASED2,8542,853+1+0%$825.6K$950.4K+$124.8K2026-10-07
Imc-Chicago, LLC
DECREASED2,853842,877-840,024-100%$243.9M$950.1K-$242.9M2026-11-05
Magnolia Wealth Management, LLC
DECREASED2,8372,847-100%$823.9K$944.8K+$121.0K2026-10-16
Townsend Financial Planning, LLC
UNCHANGED2,8342,83400%$820.0K$943.8K+$123.8K2026-11-02
Destiny Capital Corp
INCREASED2,8041,681+1,123+67%$486.4K$933.8K+$447.5K2026-11-03
IronBridge Private Wealth, LLC
DECREASED2,7983,047-249-8%$881.7K$931.6K+$50.0K2026-11-03
City of London Investment Management Co LTD
DECREASED2,797242,951-240,154-99%$70.3M$931.5K-$69.4M2026-10-30
Infinity Wealth Counsel, LLC
DECREASED2,7802,880-100-3%$833.4K$925.8K+$92.4K2026-10-15
KRM Wealth Management L.L.C.
DECREASED2,7802,848-68-2%$824.0K$925.7K+$101.7K2026-11-02
Fee-Only Financial Planning, L.C.
UNCHANGED2,7772,77700%$803.6K$924.8K+$121.2K2026-10-23
Boyer Financial Services, Inc.
INCREASED2,7672,658+109+4%$820.3K$921.5K+$101.1K2026-10-23
Leading Edge Financial Planning LLC
DECREASED2,7603,646-886-24%$1.1M$919.2K-$135.7K2026-10-23
KOM Wealth Management Group, LLC
DECREASED2,7602,931-171-6%$848.0K$919.3K+$71.3K2026-10-15
Ball & Co Wealth Management Inc.
DECREASED2,7553,464-709-20%$1.0M$917.8K-$84.2K2026-11-05
Horizons Wealth Management
NEW2,735—+2,735——$910.8K—2026-10-05
Merkkuri Wealth Advisors LLC
INCREASED2,7342,718+16+1%$786.4K$910.4K+$124.0K2026-11-03
Cravens & Co Advisors, LLC
DECREASED2,7323,390-658-19%$980.9K$909.7K-$71.2K2026-10-16
Team Financial Group, LLC
INCREASED2,7252,722+3+0%$787.8K$907.4K+$119.6K2026-10-30
Investment Management Corp
INCREASED2,7172,561+156+6%$741.2K$904.8K+$163.7K2026-11-03
Lifetime Wealth Management P.C.
DECREASED2,7163,825-1,109-29%$1.1M$904.5K-$202.3K2026-10-29
Scratch Capital LLC
INCREASED2,6862,496+190+8%$722.4K$894.3K+$172.0K2026-11-02
Fortune Financial Group, Inc.
DECREASED2,6762,690-14-1%$778.4K$891.2K+$112.8K2026-10-22
Fluent Financial, LLC
INCREASED2,6652,384+281+12%$689.8K$887.6K+$197.8K2026-10-13
Sarver Vrooman Wealth Advisors
UNCHANGED2,6562,65600%$807.0K$884.5K+$77.5K2026-10-01
Bridgelight Financial Advisors, Inc.
DECREASED2,6502,756-106-4%$797.4K$882.4K+$85.0K2026-10-20
Perkins Capital Management Inc
UNCHANGED2,6502,65000%$766.8K$882.5K+$115.7K2026-11-02
GuidedMoney, LLC
UNCHANGED2,6492,64900%$766.5K$882.2K+$115.7K2026-10-29
Larry Mathis Financial Planning, LLC
INCREASED2,6421,870+772+41%$541.1K$879.8K+$338.7K2026-10-26
Louisbourg Investments Inc.
UNCHANGED2,6402,64000%$635.3K$731.7K+$96.4K2026-10-20
Mills Wealth Advisors LLC
INCREASED2,6381,093+1,545+141%$316.4K$878.6K+$562.3K2026-10-22
SWS Partners
INCREASED2,6332,631+2+0%$761.4K$876.8K+$115.4K2026-10-26
Thryve Wealth Management LLC
INCREASED2,6312,548+83+3%$737.3K$876.2K+$138.9K2026-10-09
Global Wealth Management, LLC
INCREASED2,6152,614+1+0%$756.3K$870.8K+$114.6K2026-10-15
Refined Wealth Management
DECREASED2,6092,908-299-10%$841.5K$868.8K+$27.4K2026-10-13
Schwallier Wealth Management LLC
DECREASED2,5592,617-58-2%$757.3K$852.0K+$94.7K2026-11-05
Twele Capital Management, Inc.
INCREASED2,5592,558+1+0%$740.1K$852.1K+$112.0K2026-10-13
Turn8 Private Wealth Inc.
INCREASED2,5502,441+109+4%$706.3K$849.2K+$142.9K2026-11-05
Rolek Wealth Management LLC
DECREASED2,5442,806-262-9%$811.8K$847.3K+$35.5K2026-10-21
Armor Investment Advisors, LLC
DECREASED2,5382,879-341-12%$833.0K$845.2K+$12.2K2026-10-27
Layline Advisors, LLC
DECREASED2,5372,541-40%$735.3K$844.9K+$109.6K2026-11-02
Unison Advisors LLC
UNCHANGED2,5252,52500%$730.6K$840.9K+$110.3K2026-10-29
R Squared Ltd
DECREASED2,5178,201-5,684-69%$2.4M$838.2K-$1.5M2026-11-06
Red Spruce Capital, LLC
INCREASED2,5051,305+1,200+92%$377.6K$834.2K+$456.6K2026-10-07
Lawson Kroeker Investment Management Inc
DECREASED2,5002,550-50-2%$737.9K$832.6K+$94.7K2026-10-22
Sugar Maple Asset Management, LLC
INCREASED2,4932,093+400+19%$605.6K$830.2K+$224.6K2026-10-13
Andina Capital Management, LLC
INCREASED2,4752,274+201+9%$658.1K$824.2K+$166.1K2026-10-21
Cultivar Capital, Inc.
DECREASED2,4652,476-110%$716.4K$820.9K+$104.4K2026-10-14
Shearwater Capital LLC
UNCHANGED2,4652,46500%$713.3K$820.9K+$107.6K2026-10-13
Topel & Distasi Wealth Management, LLC
DECREASED2,4632,525-62-2%$730.6K$820.2K+$89.6K2026-11-05
Trademark Financial Management, LLC
INCREASED2,4502,442+8+0%$706.6K$816.0K+$109.4K2026-10-23
Vestment Financial LLC
DECREASED2,4372,442-50%$772.1K$805.2K+$33.1K2026-10-13
Envision Financial LLC
DECREASED2,4342,449-15-1%$708.5K$810.4K+$101.9K2026-10-15
Legacy Advisory Services, LLC
INCREASED2,4161,833+583+32%$530.6K$804.8K+$274.2K2026-10-20
McCarthy Asset Management, Inc.
DECREASED2,4132,424-110%$701.3K$803.5K+$102.2K2026-10-20
Dara Capital US, Inc.
UNCHANGED2,4012,40100%$694.8K$799.6K+$104.8K2026-10-29
Cordoba Advisory Partners LLC
DECREASED2,3953,163-768-24%$915.2K$797.6K-$117.6K2026-10-19
Powerhouse Assets LLC
UNCHANGED2,3892,38900%$691.2K$795.6K+$104.4K2026-10-19
Lauer Wealth, LLC
UNCHANGED2,3862,38600%$751.3K$812.2K+$61.0K2026-10-13
Family CFO Inc
INCREASED2,3841,507+877+58%$436.1K$793.9K+$357.9K2026-10-30
Inlight Wealth Management, LLC
INCREASED2,3302,263+67+3%$654.8K$776.0K+$121.2K2026-10-21
Klein Pavlis & Peasley Financial, Inc.
INCREASED2,3282,302+26+1%$666.2K$775.4K+$109.2K2026-10-13
Cassilly Financial Group LLC
INCREASED2,3241,464+860+59%$423.6K$773.8K+$350.2K2026-10-07
AFG Fiduciary Services Limited Partnership
DECREASED2,3222,679-357-13%$826.8K$792.4K-$34.4K2026-10-21
Prentiss Smith & Co Inc
DECREASED2,2896,969-4,680-67%$2.0M$762.3K-$1.3M2026-10-27
Ted Buchan & Co
INCREASED2,2862,156+130+6%$624.0K$761.5K+$137.5K2026-10-23
Tanglewood Wealth Management, Inc.
INCREASED2,2842,160+124+6%$625.0K$760.6K+$135.6K2026-10-23
Independence Financial Advisors, LLC
INCREASED2,2762,274+2+0%$657.9K$757.8K+$99.9K2026-10-08
Mandatum Life Insurance Co Ltd
UNCHANGED2,2672,26700%$656.0K$755.0K+$99.0K2026-11-06
Dmkc Advisory Services, LLC
DECREASED2,2662,992-726-24%$865.8K$754.7K-$111.1K2026-11-04
Hudson Oak Wealth Advisory LLC
DECREASED2,2632,270-70%$656.8K$753.6K+$96.8K2026-10-16
Hoese & Co LLP
DECREASED2,2564,556-2,300-50%$1.3M$751.3K-$567.0K2026-10-21
Ridgewood Investments LLC
DECREASED2,2502,340-90-4%$677.2K$749.4K+$72.2K2026-10-05
Cornerstone Enterprises, LLC
DECREASED2,2293,532-1,303-37%$1.0M$742.3K-$279.8K2026-10-15
Accordant Advisory Group Inc
UNCHANGED2,2242,22400%$643.5K$740.6K+$97.1K2026-10-29
Dorval Corp
INCREASED2,2162,113+103+5%$611.5K$738.1K+$126.6K2026-10-29
Luminvest Wealth Management LLC
DECREASED2,2152,553-338-13%$776.1K$740.3K-$35.8K2026-10-14
BCR Wealth Strategies, LLC
INCREASED2,2092,156+53+2%$623.0K$735.6K+$112.6K2026-11-06
Martel Wealth Advisors LLC
UNCHANGED2,2092,20900%$639.1K$735.6K+$96.5K2026-10-14
Stage Harbor Financial, LLC
INCREASED2,2071,743+464+27%$504.4K$735.0K+$230.6K2026-11-03
Redstone Wealth Management, LLC
INCREASED2,1992,134+65+3%$617.6K$732.5K+$114.9K2026-10-20
swisspartners Advisors Ltd
UNCHANGED2,1882,18800%$632.9K$728.6K+$95.7K2026-11-05
Financial Counselors Inc
INCREASED2,1692,144+25+1%$620.4K$722.3K+$101.9K2026-10-22
Curat Global, LLC
UNCHANGED2,1682,16800%$603.4K$722.0K+$118.6K2026-10-26
FinDec Wealth Services, Inc.
DECREASED2,1532,199-46-2%$636.4K$717.1K+$80.7K2026-10-30
Semitam Bonam LLC
DECREASED2,1292,176-47-2%$629.5K$709.0K+$79.4K2026-10-27
Kings Path Partners LLC
UNCHANGED2,1212,12100%$613.7K$706.3K+$92.6K2026-10-21
Geneva Partners, LLC
INCREASED2,1171,695+422+25%$490.4K$704.9K+$214.5K2026-10-26
Benchmark Financial, LLC
INCREASED2,1102,109+1+0%$610.3K$702.5K+$92.2K2026-10-16
Turning Point Benefit Group, Inc.
DECREASED2,1002,154-54-3%$626.6K$693.7K+$67.1K2026-10-28
NorthLanding Financial Partners, LLC
DECREASED2,0722,111-39-2%$610.7K$690.0K+$79.3K2026-10-15
Dahring | Cusmano LLC
DECREASED2,0542,505-451-18%$724.7K$684.1K-$40.7K2026-11-03
Asset Allocation & Management Company, LLC
UNCHANGED2,0532,05300%$594.0K$684.0K+$90.0K2026-10-13
Arlington Capital Management Inc
DECREASED2,0412,099-58-3%$607.3K$679.6K+$72.3K2026-10-30
F&V Capital Management, LLC
DECREASED2,0392,189-150-7%$633.0K$679.0K+$46.0K2026-10-19
Guilbault Capital LLC
UNCHANGED2,0382,03800%$589.8K$678.8K+$89.0K2026-10-28
4Thought Financial Group Inc.
DECREASED2,0232,051-28-1%$593.5K$673.7K+$80.3K2026-11-02
Pacific Park Financial, Inc.
DECREASED2,0092,046-37-2%$592.0K$669.0K+$77.0K2026-10-13
Fifth Third Securities, Inc.
NEW2,007—+2,007——$668.7K—2026-10-21
Trellis Wealth Advisors LLC
DECREASED2,0052,708-703-26%$783.6K$667.8K-$115.8K2026-10-19
Oregon Pacific Wealth Management, LLC
INCREASED1,9901,937+53+3%$560.5K$662.8K+$102.2K2026-10-20
Lloyd Advisory Services, Llc.
DECREASED1,9872,071-84-4%$599.3K$661.6K+$62.4K2026-11-02
Sima Wealth Partners, LLC
UNCHANGED1,9731,97300%$570.9K$657.0K+$86.1K2026-10-19
Retiremitten Financial LLC
INCREASED1,9701,670+300+18%$483.2K$677.3K+$194.0K2026-11-05
Leverty Financial Group, LLC
DECREASED1,9661,970-40%$570.1K$654.7K+$84.7K2026-10-08
High Point Wealth Management, LLC
INCREASED1,9651,945+20+1%$562.9K$654.3K+$91.4K2026-11-05
Carolina Wealth Advisors, LLC
INCREASED1,9481,933+15+1%$559.3K$648.7K+$89.4K2026-10-23
Fairman Group, LLC
INCREASED1,9341,933+1+0%$559.3K$643.9K+$84.6K2026-10-26
Corepath Wealth Partners LLC
DECREASED1,9332,635-702-27%$825.8K$650.9K-$175.0K2026-10-21
Value Partners Investments Inc.
INCREASED1,9311,751+180+10%$505.9K$645.1K+$139.1K2026-10-19
Stewardship Concepts Financial Services LLC
INCREASED1,9301,717+213+12%$496.9K$642.9K+$146.0K2026-10-06
Pacific Wealth Management
DECREASED1,9222,159-237-11%$624.7K$640.1K+$15.3K2026-10-05
Hillcrest Wealth Advisors - NY, LLC
DECREASED1,9201,991-71-4%$576.1K$639.4K+$63.3K2026-10-22
Thor Investment Management Inc
INCREASED1,9121,882+30+2%$544.5K$636.8K+$92.3K2026-10-13
Family Legacy Financial Solutions, LLC
INCREASED1,9081,703+205+12%$492.6K$635.4K+$142.7K2026-10-07
Poinciana Advisors Group, LLC
INCREASED1,9041,874+30+2%$542.3K$634.1K+$91.8K2026-11-06
Alexander Randolph Advisory, Inc.
INCREASED1,900920+980+107%$266.2K$632.7K+$366.5K2026-11-04
Kapitalo Investimentos Ltda
DECREASED1,8975,802-3,905-67%$1.7M$631.7K-$1.0M2026-10-20
Yanni & Associates Investment Advisors, LLC
DECREASED1,8951,949-54-3%$563.9K$631.0K+$67.2K2026-10-14
6th Street Advisors, LLC
DECREASED1,8781,894-16-1%$548.1K$625.4K+$77.4K2026-10-14
Dean, Jacobson Financial Services, LLC
UNCHANGED1,8711,87100%$541.4K$623.1K+$81.7K2026-10-29
Strategic Financial Group, LLC
UNCHANGED1,8711,87100%$541.4K$623.1K+$81.7K2026-10-08
Sound Portfolio Advisors, LLC
INCREASED1,8691,799+70+4%$520.6K$622.4K+$101.9K2026-11-05
WBI Investments, LLC
DECREASED1,86210,462-8,600-82%$3.0M$620.0K-$2.4M2026-11-05
Calder Financial LLC
INCREASED1,8461,845+1+0%$533.8K$614.9K+$81.1K2026-10-13
SigFig Wealth Management, LLC
UNCHANGED1,8381,83800%$517.9K$612.2K+$94.3K2026-10-07
Hassell Wealth Management, LLC
DECREASED1,8321,883-51-3%$590.2K$610.1K+$19.9K2026-10-19
Raub Brock Capital Management LP
DECREASED1,8292,338-509-22%$676.5K$609.2K-$67.3K2026-10-21
Graetz Wealth LLC
DECREASED1,8201,835-15-1%$531.0K$605.9K+$74.9K2026-10-27
Buska Wealth Management, LLC
DECREASED1,8141,959-145-7%$567.0K$603.9K+$37.0K2026-10-08
Hippocratic Financial Advisors, LLC
INCREASED1,8141,728+86+5%$500.1K$604.0K+$104.0K2026-10-13
Sunrise Financial Services, LLC
UNCHANGED1,8051,80500%$522.3K$601.1K+$78.8K2026-10-21
TrustWell Financial Advisors, LLC
DECREASED1,8031,856-53-3%$537.1K$600.5K+$63.3K2026-10-15
Ramiah Investment Group
DECREASED1,7901,798-80%$520.3K$596.1K+$75.8K2026-10-20
Crown Oak Advisors, LLC
UNCHANGED1,7851,78500%$516.5K$594.4K+$77.9K2026-10-16
Thayer Financial, L.L.C.
UNCHANGED1,7801,78000%$514.9K$587.8K+$72.9K2026-10-21
Livelsberger Financial Advisory
NEW1,772—+1,772——$590.1K—2026-10-28
Quantify Chaos Advisors, LLC
NEW1,761—+1,761——$586.4K—2026-11-04
Breakwater Investment Management
INCREASED1,7451,627+118+7%$470.8K$581.1K+$110.3K2026-10-20
Financial Life Advisors
DECREASED1,7411,754-13-1%$507.5K$579.8K+$72.3K2026-10-14
Jordan Park Trust Co LLC
DECREASED1,7391,839-100-5%$532.1K$579.1K+$47.0K2026-10-19
Rachor Investment Advisory Services, LLC
DECREASED1,7391,741-20%$503.8K$579.0K+$75.1K2026-10-29
Letson Investment Management, Inc.
INCREASED1,7251,612+113+7%$466.4K$574.5K+$108.0K2026-11-05
October Effect Ltd
DECREASED1,7151,755-40-2%$507.8K$571.1K+$63.3K2026-10-20
Lockerman Financial Group, Inc.
INCREASED1,7141,178+536+46%$340.9K$570.8K+$229.9K2026-10-19
Boston Standard Wealth Management, LLC
INCREASED1,7071,679+28+2%$495.1K$568.7K+$73.6K2026-10-07
Glaxis Capital Management, LLC
UNCHANGED1,7001,70000%$491.9K$566.1K+$74.2K2026-11-02
GEN Financial Management, Inc.
DECREASED1,6991,712-13-1%$495.4K$565.8K+$70.4K2026-10-13
Client First Capital LLC
UNCHANGED1,6971,69700%$491.0K$565.1K+$74.1K2026-10-22
Aspect Partners, LLC
INCREASED1,6961,569+127+8%$454.0K$564.8K+$110.8K2026-10-20
Beacon Hill Wealth Management Ltd.
DECREASED1,6581,733-75-4%$501.5K$552.1K+$50.7K2026-10-21
Erickson Financial Group, LLC
UNCHANGED1,6511,65100%$477.7K$549.8K+$72.1K2026-11-05
Vermillion Wealth Management, Inc.
DECREASED1,6499,087-7,438-82%$2.6M$549.2K-$2.1M2026-10-26
RCW Management, LLC
INCREASED1,6491,648+1+0%$476.9K$549.2K+$72.3K2026-10-30
Lee, Kelleher & Klein Wealth Management
DECREASED1,6351,638-30%$474.0K$544.5K+$70.5K2026-10-08
Paller Financial Services Inc
DECREASED1,6341,816-182-10%$525.5K$544.2K+$18.7K2026-10-13
Keating Investment Counselors Inc
UNCHANGED1,6311,63100%$471.9K$543.2K+$71.2K2026-10-14
J2 Capital Management Inc
INCREASED1,6251,619+6+0%$468.5K$541.0K+$72.5K2026-10-19
Roberts Financial Services LLC
DECREASED1,6081,707-99-6%$493.8K$535.4K+$41.6K2026-10-23
OxenFree Capital LLC
DECREASED1,6081,615-70%$501.7K$536.5K+$34.8K2026-10-07
Safir Wealth Advisors, LLC
UNCHANGED1,6081,60800%$465.3K$535.5K+$70.2K2026-10-16
Ridgeline Wealth, LLC
DECREASED1,6041,843-239-13%$533.3K$547.4K+$14.1K2026-10-14
First Security Investment Management, Inc.
DECREASED1,6034,761-3,158-66%$1.4M$534.0K-$843.7K2026-11-05
McCarley & Cook Financial Planners
INCREASED1,6021,566+36+2%$453.1K$533.5K+$80.4K2026-10-21
Amicus Financial Advisors, LLC
INCREASED1,5871,389+198+14%$401.8K$528.4K+$126.6K2026-11-03
Salus Financial Advisors, LLC
INCREASED1,5771,177+400+34%$340.6K$525.2K+$184.6K2026-10-20
Brindle & Bay Financial Advisors, LLC
INCREASED1,5761,042+534+51%$301.5K$524.9K+$223.3K2026-10-15
Coerente Capital Management
DECREASED1,5751,778-203-11%$514.5K$524.5K+$10.0K2026-10-29
Reality Financial Planning Services, LLC
INCREASED1,5701,355+215+16%$392.1K$522.8K+$130.8K2026-11-03
Uptown Financial Advisors LLC
UNCHANGED1,5621,56200%$452.3K$520.5K+$68.2K2026-10-15
Reicon Wealth Advisors, LLC
DECREASED1,5601,589-29-2%$459.8K$519.5K+$59.7K2026-11-04
Kirr Marbach & Co LLC
UNCHANGED1,5601,56000%$451.3K$519.4K+$68.1K2026-10-20
Summit Investment Advisory Services, LLC
UNCHANGED1,5571,55700%$450.4K$518.4K+$68.0K2026-11-03
Acute Investment Advisory, LLC
INCREASED1,5521,532+20+1%$443.3K$516.8K+$73.5K2026-10-16
Rezny Wealth Management, Inc.
DECREASED1,5511,582-31-2%$457.8K$516.5K+$58.7K2026-10-15
Sims Investment Management, LLC
DECREASED1,5411,624-83-5%$463.5K$492.1K+$28.6K2026-10-13
Bedminster, LLC
DECREASED1,5291,562-33-2%$452.0K$509.2K+$57.2K2026-11-04
Penbrook Management LLC
UNCHANGED1,5291,52900%$442.4K$509.2K+$66.8K2026-10-16
Vannoy Advisory Group, Inc.
UNCHANGED1,5231,52300%$440.7K$507.2K+$66.5K2026-10-13
Moller Wealth Partners
UNCHANGED1,5191,51900%$439.5K$505.9K+$66.3K2026-10-15
rebel Financial LLC
INCREASED1,5101,386+124+9%$401.0K$502.7K+$101.7K2026-11-04
Citadel Investment Advisory, Inc.
UNCHANGED1,5001,50000%$434.0K$500.0K+$66.0K2026-10-15
Wilsey Asset Management Inc
DECREASED1,4961,896-400-21%$548.6K$498.2K-$50.4K2026-10-21
Portland Financial Advisors Inc
UNCHANGED1,4941,49400%$432.3K$497.5K+$65.2K2026-10-26
Bear Mountain Capital, Inc.
INCREASED1,4891,488+1+0%$468.6K$511.4K+$42.8K2026-11-04
Diversified Investment Strategies, LLC
UNCHANGED1,4801,48000%$428.3K$492.9K+$64.6K2026-10-28
CogentBlue Wealth Advisors, LLC
DECREASED1,47913,467-11,988-89%$3.9M$492.5K-$3.4M2026-10-09
Strategent Financial, LLC
UNCHANGED1,4741,47400%$426.5K$490.9K+$64.4K2026-10-30
Purewater Capital LLC
DECREASED1,4721,485-13-1%$429.8K$490.1K+$60.3K2026-10-23
Northwest Financial Advisors
DECREASED1,4651,546-81-5%$447.4K$488.0K+$40.5K2026-10-27
Meixler Investment Management, Ltd.
UNCHANGED1,4631,46300%$423.4K$487.2K+$63.9K2026-11-03
Brookmont Capital Management
INCREASED1,4571,340+117+9%$387.7K$485.2K+$97.5K2026-10-23
Beacon Capital Management, Inc.
INCREASED1,4561,455+1+0%$421.1K$484.7K+$63.6K2026-10-13
Weybosset Research & Management LLC
DECREASED1,4541,611-157-10%$466.1K$484.2K+$18.0K2026-10-19
Fortitude Financial, LLC
UNCHANGED1,4451,44500%$418.1K$481.2K+$63.1K2026-10-19
Flaharty Asset Management, LLC
DECREASED1,4392,284-845-37%$704.9K$480.2K-$224.7K2026-11-02
Arbor Wealth Advisors LLC
DECREASED1,4391,729-290-17%$500.4K$479.3K-$21.1K2026-10-09
CSP Financial Group, LLC
INCREASED1,4241,265+159+13%$366.1K$474.1K+$108.1K2026-10-26
Ballast Financial Advisors LLC
DECREASED1,4241,464-40-3%$423.7K$474.4K+$50.6K2026-10-26
Asset Planning Services Inc
UNCHANGED1,4121,41200%$408.0K$470.0K+$62.0K2026-10-15
Heffernan Advisory, Inc
INCREASED1,4021,392+10+1%$402.8K$466.9K+$64.1K2026-10-13
Avalon Advisory Group
DECREASED1,4011,452-51-4%$420.2K$466.6K+$46.4K2026-10-20
TME Financial, Inc.
INCREASED1,4001,346+54+4%$389.4K$466.1K+$76.7K2026-10-14
Ironsides Asset Advisors, LLC
DECREASED1,3911,411-20-1%$408.3K$463.2K+$54.9K2026-10-20
N10 Assets, LLC
DECREASED1,3871,805-418-23%$522.3K$461.9K-$60.4K2026-10-14
Tandem Investment Advisors, Inc.
DECREASED1,3641,942-578-30%$561.9K$454.2K-$107.7K2026-11-04
180 GPS Investments IC Ltd
INCREASED1,352692+660+95%$200.2K$450.2K+$250.0K2026-11-06
Sacks & Associates, LLC
UNCHANGED1,3441,34400%$415.1K$447.5K+$32.4K2026-10-09
Mountain Hill Investment Partners Corp.
INCREASED1,338508+830+163%$146.9K$445.4K+$298.6K2026-10-23
MKD Wealth Coaches, LLC
INCREASED1,3331,174+159+14%$339.7K$444.0K+$104.2K2026-10-09
Frankly Finances, LLC
UNCHANGED1,3231,32300%$382.7K$440.5K+$57.8K2026-10-28
Woodside Wealth Management LLC
UNCHANGED1,3211,32100%$382.2K$439.9K+$57.7K2026-10-16
Approach Retirement Advisors, LLC
DECREASED1,3161,366-50-4%$395.3K$438.3K+$43.0K2026-10-22
Kitching Partners, LLC
DECREASED1,3081,709-401-23%$494.5K$435.6K-$58.9K2026-11-02
Marathon Strategic Advisors, LLC
DECREASED1,3081,373-65-5%$397.4K$435.7K+$38.4K2026-10-20
Israel Discount Bank of New York
UNCHANGED1,3081,30800%$378.5K$435.6K+$57.1K2026-10-14
Conestoga Capital Advisors, LLC
UNCHANGED1,3051,30500%$377.6K$434.6K+$57.0K2026-11-02
Blueline Advisors LLC
UNCHANGED1,3011,30100%$376.5K$433.3K+$56.8K2026-10-15
United Wealth Management, LLC
NEW1,299—+1,299——$432.4K—2026-10-30
Midwest Capital Advisors, LLC
INCREASED1,295876+419+48%$253.6K$431.2K+$177.7K2026-11-04
Sachem Hill LLC
DECREASED1,2591,484-225-15%$429.4K$419.3K-$10.1K2026-10-14
MilWealth Group LLC
UNCHANGED1,2581,25800%$364.0K$418.9K+$54.9K2026-11-02
Compass Financial Group, Inc.
INCREASED1,2571,143+114+10%$330.7K$418.6K+$87.9K2026-11-06
Machina Capital S.A.S.
NEW1,255—+1,255——$417.9K—2026-11-05
Hemming& Wealth Management, Inc.
DECREASED1,2531,453-200-14%$420.4K$417.3K-$3.2K2026-10-20
SageOak Financial, LLC
DECREASED1,2511,361-110-8%$393.8K$416.6K+$22.8K2026-10-19
Brighton Securities Corp.
DECREASED1,2391,522-283-19%$440.4K$412.7K-$27.7K2026-10-08
BFI Wealth Solutions, LLC
INCREASED1,2201,166+54+5%$337.3K$406.5K+$69.2K2026-10-16
LBJ Family Wealth Advisors, Ltd.
UNCHANGED1,2191,21900%$343$406+$632026-10-01
Retirement Financial Solutions, LLC
INCREASED1,215732+483+66%$211.8K$404.5K+$192.7K2026-10-20
Zeit Capital LLC
UNCHANGED1,2131,21300%$351.0K$404.0K+$53.0K2026-10-19
Rochester Wealth Strategies, LLC
UNCHANGED1,2131,21300%$350.9K$403.9K+$53.0K2026-11-03
TT Capital Management LLC
INCREASED1,212742+470+63%$214.7K$403.7K+$188.9K2026-10-15
Ping Capital Management, Inc.
INCREASED1,200900+300+33%$260.4K$399.6K+$139.2K2026-10-13
Crosspoint Financial, LLC
INCREASED1,1961,195+1+0%$345.7K$398.2K+$52.5K2026-11-03
Midwest Heritage Bank, FSB
INCREASED1,1941,125+69+6%$325.6K$397.7K+$72.1K2026-10-26
Horizon Advisory Services, Inc.
DECREASED1,1931,423-230-16%$411.8K$397.3K-$14.5K2026-10-29
Schaeffer Financial LLC
INCREASED1,1831,182+1+0%$342.0K$393.8K+$51.8K2026-10-23
Comprehensive Wealth Management, LLC
NEW1,169—+1,169——$389.2K—2026-11-02
Capital Wealth Alliance, LLC
DECREASED1,1551,161-6-1%$335.9K$384.6K+$48.7K2026-10-20
ETF Store, Inc.
INCREASED1,1511,034+117+11%$299.1K$383.2K+$84.0K2026-10-19
Aventus Investment Advisors, Inc.
DECREASED1,1391,141-20%$330.3K$379.4K+$49.2K2026-10-09
Polaris Investment Advisors, LLC
DECREASED1,1275,127-4,000-78%$1.5M$375.3K-$1.1M2026-10-20
Strategic Equity Management
DECREASED1,1262,481-1,355-55%$717.9K$375.0K-$342.9K2026-11-04
Wealth Advisory Team LLC
DECREASED1,1251,136-11-1%$328.7K$374.7K+$45.9K2026-11-05
Platt Investment Counsel, LLC
UNCHANGED1,1111,11100%$321.5K$370.0K+$48.5K2026-10-07
MQS Management LLC
NEW1,104—+1,104——$367.7K—2026-11-06
Nvest Wealth Strategies, Inc.
DECREASED1,0971,567-470-30%$453.4K$365.4K-$88.0K2026-10-14
Portfolio Resources Advisor Group, Inc.
DECREASED1,0931,334-241-18%$386.0K$364.0K-$22.0K2026-10-20
Catherine Avery Investment Management LLC
UNCHANGED1,0821,08200%$313.1K$360.3K+$47.2K2026-10-14
Allstreet Capital Advisors LLC
UNCHANGED1,0761,07600%$311.4K$358.3K+$47.0K2026-11-04
Advantage Trust Co
UNCHANGED1,0751,07500%$311.1K$358.0K+$46.9K2026-10-19
Torren Management, LLC
INCREASED1,063848+215+25%$245.5K$354.2K+$108.7K2026-10-29
E&R Wealth Management, LLC
INCREASED1,0591,058+1+0%$306.1K$352.5K+$46.4K2026-10-20
Strategic Advocates LLC
DECREASED1,0531,113-60-5%$322.1K$350.7K+$28.6K2026-11-03
LCW Services, LLC
UNCHANGED1,0471,04700%$303.0K$348.7K+$45.7K2026-10-21
BCU Wealth Advisors, LLC
DECREASED1,0431,086-43-4%$314.3K$347.4K+$33.1K2026-10-16
LifePlan Financial, LLC
DECREASED1,0421,087-45-4%$314.5K$354.7K+$40.2K2026-10-13
Financial Architects, LLC
DECREASED1,0401,215-175-14%$351.6K$346.3K-$5.2K2026-10-13
Burrus Financial Services, Inc.
INCREASED1,0381,037+1+0%$300.2K$345.8K+$45.6K2026-10-22
Winnacle Wealth LLC
INCREASED1,035763+272+36%$220.7K$344.8K+$124.1K2026-10-15
Peirce Capital Management, LLC
INCREASED1,032929+103+11%$268.8K$343.7K+$74.9K2026-10-19
Compass Financial Group, Inc. (Ohio)
UNCHANGED1,0141,01400%$293.5K$337.7K+$44.3K2026-10-19
BCO Wealth Management LLC
UNCHANGED99899800%$288.8K$332.4K+$43.6K2026-10-14
Cardinal Capital Management, Inc.
DECREASED9971,073-76-7%$310.5K$332.0K+$21.5K2026-10-16
Cornerstone Management, Inc.
DECREASED987990-30%$286.5K$328.7K+$42.2K2026-10-16
Journey Beyond Wealth, LLC
UNCHANGED98698600%$285.3K$328.3K+$43.0K2026-11-04
Plus Group Wealth Advisors LLC
INCREASED978973+5+1%$281.5K$325.8K+$44.2K2026-10-19
Midwest Financial Network, LLC
DECREASED9721,029-57-6%$297.7K$323.6K+$25.9K2026-10-13
Guardian Wealth Management, LLC
DECREASED9721,000-28-3%$289.4K$323.7K+$34.3K2026-10-14
Mann Financial Group, Inc.
UNCHANGED97297200%$281.3K$323.8K+$42.5K2026-10-15
Bullseye Investment Management, LLC
DECREASED969983-14-1%$284.4K$322.7K+$38.3K2026-10-29
Arbor Wealth Management Llc\az
INCREASED958797+161+20%$230.7K$319.0K+$88.3K2026-10-20
Brown Capital Management LLC
UNCHANGED95295200%$275.5K$317.0K+$41.6K2026-10-27
Aurelius Family Office LLC
UNCHANGED95095000%$274.9K$316.4K+$41.5K2026-10-23
Evergreen Wealth Management, LLC
DECREASED949952-30%$275.5K$315.9K+$40.5K2026-11-06
Capital Management Corp
DECREASED9401,003-63-6%$290.3K$313.1K+$22.8K2026-10-29
Allodium Investment Consultants, LLC
UNCHANGED93693600%$270.8K$311.7K+$40.9K2026-10-14
Ironwood Wealth Management, Llc.
NEW928—+928——$309.0K—2026-10-28
River's Edge Wealth Management, LLC
INCREASED927898+29+3%$294.0K$318.2K+$24.2K2026-10-19
Onyx Financial Advisors, LLC
NEW920—+920——$306.4K—2026-10-21
Legacy Wealth Management, LLC
DECREASED916917-10%$265.3K$305.0K+$39.7K2026-10-22
Sage Financial Group Inc
UNCHANGED90790700%$262.5K$302.0K+$39.6K2026-10-27
FFG Partners, LLC
INCREASED904820+84+10%$237.5K$301.2K+$63.7K2026-10-15
Sageworth Trust Co of South Dakota
DECREASED863887-24-3%$256.7K$287.4K+$30.7K2026-10-30
Richardson Capital Management LLC
UNCHANGED85385300%$246.7K$283.9K+$37.2K2026-10-23
Tuttle Capital Management, LLC
NEW848—+848——$282.4K—2026-10-21
Chartist Inc
DECREASED844954-110-12%$275.9K$281.1K+$5.2K2026-11-04
New Dimensions Wealth Management, LLC
DECREASED837868-31-4%$251.2K$278.7K+$27.5K2026-11-02
Babb Wealth Advisors LLC
NEW829—+829——$276.0K—2026-10-30
Rareview Capital LLC
NEW828—+828——$275.9K—2026-11-05
Sterling Investment Advisors LLC
UNCHANGED82082000%$237.3K$273.4K+$36.0K2026-10-27
Bayshore Capital Advisors, LLC
UNCHANGED81581500%$235.8K$271.4K+$35.6K2026-11-02
Life Planning Partners, Inc
DECREASED806858-52-6%$248.3K$268.5K+$20.2K2026-10-28
Upper Left Wealth Management, LLC
UNCHANGED80380300%$232.2K$267.3K+$35.0K2026-10-14
Breakthru Advisory Services, LLC
NEW800—+800——$266.4K—2026-10-13
Optimist Retirement Group LLC
INCREASED794793+1+0%$229.6K$264.3K+$34.7K2026-10-30
S. R. Schill & Associates
DECREASED781914-133-15%$264.5K$260.1K-$4.4K2026-10-20
Veltria Advisors Corp.
NEW778—+778——$259.1K—2026-11-05
Harpswell Capital Advisors, LLC
INCREASED776775+1+0%$224.3K$258.4K+$34.2K2026-10-09
Independence Asset Advisors, LLC
INCREASED773772+1+0%$223.4K$257.4K+$33.9K2026-10-23
NorthAvenue LLC
UNCHANGED77277200%$223.2K$257.0K+$33.7K2026-10-29
Fox Financial, Inc
NEW763—+763——$254.1K—2026-10-29
Fiduciary Advisors, Inc.
INCREASED762681+81+12%$196.9K$253.7K+$56.7K2026-10-16
SWF LLC
UNCHANGED75275200%$217.6K$250.4K+$32.8K2026-11-05
Elevation Capital Advisory, LLC
NEW743—+743——$247.4K—2026-10-29
SMI Advisory Services, LLC
UNCHANGED73973900%$231.1K$248.8K+$17.7K2026-10-13
Alpha Wealth Funds, LLC
DECREASED734793-59-7%$229.5K$244.4K+$15.0K2026-11-05
Riverchase Wealth Management, LLC
NEW723—+723——$240.8K—2026-10-28
LTG Capital LLC
UNCHANGED72272200%$208.9K$240.4K+$31.5K2026-11-04
FFG Retirement Advisors LLC
INCREASED718717+1+0%$207.4K$239.0K+$31.5K2026-10-20
Ryan Investment Management, Inc.
NEW709—+709——$236.1K—2026-10-20
Financial Planning Fort Collins, LLC
INCREASED709704+5+1%$222.6K$236.1K+$13.5K2026-10-16
Corbyn Investment Management Inc
DECREASED708777-69-9%$224.8K$235.8K+$10.9K2026-10-30
Kane Co Wealth Management, Inc.
UNCHANGED70070000%$202.6K$233.1K+$30.6K2026-11-04
Kassira Wealth Management LLC
UNCHANGED69469400%$200.8K$231.1K+$30.3K2026-10-28
Mader & Shannon Wealth Management, Inc.
NEW690—+690——$229.9K—2026-11-02
MidAtlantic Capital Management, Inc.
NEW688—+688——$229.1K—2026-11-05
McKinney Capital Management, LLC
DECREASED684717-33-5%$207.5K$227.8K+$20.3K2026-11-06
Letko, Brosseau & Associates Inc
DECREASED682750-68-9%$217.0K$227.1K+$10.1K2026-11-06
Five Pine Wealth Management
NEW680—+680——$226.5K—2026-10-20
Price Financial Group Wealth Management, Inc
NEW676—+676——$231.5K—2026-11-02
Wise Wealth Partners
NEW670—+670——$223.2K—2026-10-14
Access Investment Management LLC
UNCHANGED66566500%$192.4K$221.5K+$29.0K2026-10-23
Disciplined Equity Management, Inc.
NEW660—+660——$219.8K—2026-10-14
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED611383+228+60%$110.8K$203.5K+$92.7K2026-11-06
Navigation Wealth Management, Inc.
NEW606—+606——$206.6K—2026-11-03
Dorato Capital Management
UNCHANGED60360300%$190.0K$202.9K+$12.9K2026-10-08
Weitzel Financial Services, Inc.
NEW601—+601——$200.6K—2026-10-16
Collier Financial
UNCHANGED58458400%$169.0K$194.5K+$25.5K2026-11-06
Networth Advisors, LLC
UNCHANGED53753700%$155.4K$179.0K+$23.6K2026-11-03
MJT & Associates Financial Advisory Group, Inc.
DECREASED451701-250-36%$202.7K$150.2K-$52.5K2026-10-07
Glynn Capital Management LLC
DECREASED429491-62-13%$142.1K$142.9K+$7902026-10-07
Wormser Freres Gestion
UNCHANGED40040000%$124.8K$133.2K+$8.4K2026-10-21
Jefferies Financial Group Inc.
DECREASED334729,468-729,134-100%$211.1M$111.2K-$211.0M2026-11-05
Financially Speaking Inc
UNCHANGED32232200%$81.7K$107.4K+$25.7K2026-11-05
Pillar Financial Advisors, LLC
UNCHANGED32232200%$93.2K$107.2K+$14.1K2026-10-21
Mizuho Securities Co. Ltd.
NEW320—+320——$106.6K—2026-11-04
Transce3nd, LLC
INCREASED28616+270+1688%$5.0K$98.4K+$93.3K2026-10-26
PayPay Securities Corp
DECREASED272309-37-12%$89.4K$90.6K+$1.2K2026-10-27
Keystone Financial Group, Inc.
DECREASED246250-4-2%$72.3K$82.0K+$9.7K2026-10-13
Inspire Investing, LLC
DECREASED228278-50-18%$80.5K$76.1K-$4.4K2026-10-22
Bernzott Capital Advisors
NEW196—+196——$65.3K—2026-10-29
Ironwood Wealth Management, Inc.
NEW100—+100——$34.0K—2026-10-14
Drystone LLC
UNCHANGED989800%$28.4K$32.6K+$4.3K2026-10-30
CFG Wealth Management Services, Inc.
NEW70—+70——$23.1K—2026-10-21
Sellwood Investment Partners LLC
NEW68—+68——$22.6K—2026-11-03
FNY Investment Advisers, LLC
DECREASED60502-442-88%$145.0K$19-$145.0K2026-10-16
Nexus Investment Management ULC
UNCHANGED606000%$17.4K$20.0K+$2.6K2026-10-27
Two Point Capital Management, Inc.
CLOSED063,329-63,329-100%$18.3M$0-$18.3M2026-10-16
Kinsale Capital Group, Inc.
CLOSED062,025-62,025-100%$17.9M$0-$17.9M2026-11-04
Mirae Asset Securities (USA) Inc.
CLOSED050,301-50,301-100%$14.6M$0-$14.6M2026-10-15
Check Capital Management Inc
CLOSED046,878-46,878-100%$13.6M$0-$13.6M2026-11-05
Headland Capital, LLC
CLOSED041,929-41,929-100%$12.1M$0-$12.1M2026-11-06
Axiom Investment Management LLC
CLOSED028,190-28,190-100%$8.2M$0-$8.2M2026-11-03
Counterpoint Mutual Funds LLC
CLOSED025,416-25,416-100%$7.4M$0-$7.4M2026-10-16
Herald Investment Management Ltd
CLOSED024,500-24,500-100%$7.1M$0-$7.1M2026-10-05
Sanchez Wealth Management Group
CLOSED018,188-18,188-100%$5.3M$0-$5.3M2026-11-02
Scarborough Advisors, LLC
CLOSED012,770-12,770-100%$3.7M$0-$3.7M2026-10-16
Oak Thistle LLC
CLOSED010,374-10,374-100%$3.0M$0-$3.0M2026-10-21
Capstone Capital Management Ltd
CLOSED09,652-9,652-100%$2.8M$0-$2.8M2026-10-21
Arbor Capital Management Inc
CLOSED07,776-7,776-100%$2.5M$0-$2.5M2026-10-21
Newport Capital Group, LLC
CLOSED06,756-6,756-100%$2.0M$0-$2.0M2026-10-16
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED02,570-2,570-100%$743.7K$0-$743.7K2026-11-04
U S Global Investors Inc
CLOSED02,000-2,000-100%$578.7K$0-$578.7K2026-10-22
Axim Planning & Wealth
CLOSED01,760-1,760-100%$509.3K$0-$509.3K2026-10-28
Frontier Asset Management, LLC
CLOSED01,217-1,217-100%$352.0K$0-$352.0K2026-10-28
Melone Private Wealth, LLC
CLOSED01,109-1,109-100%$321.0K$0-$321.0K2026-10-16
Moneywise, Inc.
CLOSED01,102-1,102-100%$318.9K$0-$318.9K2026-10-30
St. Louis Trust Co
CLOSED0939-939-100%$1.0M$0-$1.0M2026-11-03
Arlington Partners LLC
CLOSED0886-886-100%$256.4K$0-$256.4K2026-10-20
West Tower Group, LLC
CLOSED0700-700-100%$202.6K$0-$202.6K2026-10-14
Compound Global Advisors, LLC
CLOSED0700-700-100%$202.6K$0-$202.6K2026-10-20
Fund Evaluation Group, LLC
CLOSED0694-694-100%$200.8K$0-$200.8K2026-11-05
Bayforest Capital Ltd
CLOSED0320-320-100%$92.6K$0-$92.6K2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$12.2M$14.8M+$2.5M2026-10-29
BlackRock, Inc.
N/A—1,162,996,939-1,162,996,939-100%$336.5B———
Vanguard Capital Management LLC
N/A—959,107,911-959,107,911-100%$277.5B———
State Street Corp
N/A—615,129,929-615,129,929-100%$178.0B———
Vanguard Portfolio Management LLC
N/A—334,119,156-334,119,156-100%$96.7B———
FMR LLC
N/A—325,348,754-325,348,754-100%$94.1B———
Morgan Stanley
N/A—242,614,238-242,614,238-100%$70.2B———
JPMorgan Chase & Co
N/A—228,762,008-228,762,008-100%$64.5B———
Berkshire Hathaway Inc
N/A—227,917,808-227,917,808-100%$66.0B———
Norges Bank
N/A—190,726,866-190,726,866-100%$55.2B———
Invesco Ltd.
N/A—187,965,529-187,965,529-100%$54.4B———
Price T Rowe Associates Inc
N/A—159,811,362-159,811,362-100%$46.2B———
Northern Trust Corp
N/A—157,785,381-157,785,381-100%$45.7B———
Bank of America Corp
N/A—127,820,329-127,820,329-100%$37.0B———
Goldman Sachs Group Inc
N/A—111,744,105-111,744,105-100%$32.3B———
Legal & General Group Plc
N/A—105,208,881-105,208,881-100%$30.4B———
UBS Asset Management Americas LLC
N/A—104,001,309-104,001,309-100%$30.1B———
Charles Schwab Investment Management Inc
N/A—101,374,121-101,374,121-100%$29.3B———
Vanguard Fiduciary Trust Co
N/A—83,474,159-83,474,159-100%$24.2B———
Nuveen, LLC
N/A—74,873,332-74,873,332-100%$21.7B———
Franklin Resources Inc
N/A—69,201,134-69,201,134-100%$20.0B———
Royal Bank of Canada
N/A—65,402,666-65,402,666-100%$18.9B———
Wells Fargo & Company
N/A—59,910,539-59,910,539-100%$17.3B———
Wellington Management Group LLP
N/A—59,450,771-59,450,771-100%$17.2B———
Capital Research Global Investors
N/A—59,393,712-59,393,712-100%$17.2B———
UBS Group AG
N/A—51,802,076-51,802,076-100%$15.0B———
Ameriprise Financial Inc
N/A—51,325,640-51,325,640-100%$14.9B———
Deutsche Bank Ag\
N/A—47,201,961-47,201,961-100%$13.7B———
Alliancebernstein L.P.
N/A—43,033,436-43,033,436-100%$10.9B———
Swiss National Bank
N/A—41,407,648-41,407,648-100%$12.0B———
Capital World Investors
N/A—39,344,907-39,344,907-100%$11.4B———
HSBC Holdings PLC
N/A—38,131,656-38,131,656-100%$11.0B———
Capital International Investors
N/A—37,238,709-37,238,709-100%$10.8B———
Jennison Associates LLC
N/A—32,780,769-32,780,769-100%$9.5B———
Vanguard Global Advisers, LLC
N/A—31,661,076-31,661,076-100%$9.2B———
National Pension Service
N/A—31,517,924-31,517,924-100%$9.1B———
Raymond James Financial Inc
N/A—30,920,718-30,920,718-100%$8.9B———
Massachusetts Financial Services Co
N/A—30,364,165-30,364,165-100%$8.9B———
Arrowstreet Capital, Limited Partnership
N/A—29,889,028-29,889,028-100%$8.6B———
California Public Employees Retirement System
N/A—29,642,254-29,642,254-100%$8.6B———
Vanguard Asset Management, Ltd
N/A—28,187,226-28,187,226-100%$8.2B———
H&H International Investment, LLC
N/A—27,098,707-27,098,707-100%$7.8B———
Bank of Montreal
N/A—26,736,492-26,736,492-100%$7.7B———
Canada Pension Plan Investment Board
N/A—26,489,978-26,489,978-100%$7.7B———
Rhumbline Advisers
N/A—25,077,756-25,077,756-100%$7.3B———
State Farm Mutual Automobile Insurance Co
N/A—23,361,177-23,361,177-100%$6.8B———
Nordea Investment Management AB
N/A—23,171,514-23,171,514-100%$6.6B———
SG Americas Securities, LLC
N/A—23,158,850-23,158,850-100%$6.7B———
California State Teachers Retirement System
N/A—22,278,223-22,278,223-100%$6.4B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—21,389,628-21,389,628-100%$6.2B———
Schroder Investment Management Group
N/A—20,750,612-20,750,612-100%$6.0B———
American Century Companies Inc
N/A—19,112,405-19,112,405-100%$5.5B———
Victory Capital Management Inc
N/A—18,748,292-18,748,292-100%$5.4B———
Jupiter Topco LLC
N/A—18,591,210-18,591,210-100%$5.4B———
Mariner, LLC
N/A—18,017,024-18,017,024-100%$5.2B———
AQR Capital Management LLC
N/A—17,560,970-17,560,970-100%$5.0B———
Neuberger Berman Group LLC
N/A—17,364,966-17,364,966-100%$5.0B———
Aberdeen Group plc
N/A—16,875,873-16,875,873-100%$4.9B———
New York State Common Retirement Fund
N/A—16,444,386-16,444,386-100%$4.8B———
Acadian Asset Management LLC
N/A—15,872,551-15,872,551-100%$4.6B———
BNP Paribas Asset Management Holding S.A.
N/A—15,014,568-15,014,568-100%$4.3B———
Allianz Asset Management GmbH
N/A—14,544,356-14,544,356-100%$4.2B———
Clearbridge Investments, LLC
N/A—14,212,249-14,212,249-100%$4.1B———
Fayez Sarofim & Co
N/A—14,030,274-14,030,274-100%$4.1B———
Quantinno Capital Management LP
N/A—13,982,463-13,982,463-100%$4.0B———
Envestnet Asset Management Inc
N/A—13,977,671-13,977,671-100%$4.0B———
Aviva PLC
N/A—13,269,147-13,269,147-100%$3.8B———
Prudential Financial Inc
N/A—13,143,189-13,143,189-100%$3.8B———
TD Asset Management Inc
N/A—13,070,012-13,070,012-100%$3.8B———
Adage Capital Partners GP, L.L.C.
N/A—12,992,154-12,992,154-100%$3.8B———
National Bank of Canada
N/A—12,865,989-12,865,989-100%$3.7B———
Voya Investment Management LLC
N/A—12,685,025-12,685,025-100%$3.7B———
CIBC Bancorp USA Inc.
N/A—12,434,859-12,434,859-100%$3.6B———
State Board of Administration of Florida Retirement System
N/A—12,353,067-12,353,067-100%$3.6B———
Canada Life Assurance Co
N/A—11,954,682-11,954,682-100%$3.5B———
Bessemer Group Inc
N/A—11,904,025-11,904,025-100%$3.4B———
Ensign Peak Advisors, Inc
N/A—11,804,995-11,804,995-100%$3.4B———
Natixis Advisors, LLC
N/A—11,766,109-11,766,109-100%$3.4B———
Circle Wealth Management, LLC
N/A—11,601,822-11,601,822-100%$3.4B———
FIL Ltd
N/A—11,500,991-11,500,991-100%$3.3B———
HighTower Advisors, LLC
N/A—11,467,783-11,467,783-100%$3.3B———
Danske Bank A/S
N/A—11,069,967-11,069,967-100%$3.2B———
Stifel Financial Corp
N/A—11,015,826-11,015,826-100%$3.2B———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—10,936,561-10,936,561-100%$3.1B———
BNP Paribas Financial Markets
N/A—10,796,101-10,796,101-100%$3.1B———
Korea Investment Corp
N/A—10,363,583-10,363,583-100%$3.0B———
Royal London Asset Management LTD
N/A—10,335,156-10,335,156-100%$3.0B———
Manufacturers Life Insurance Company, the
N/A—10,302,563-10,302,563-100%$3.0B———
Baird Financial Group, Inc.
N/A—10,163,392-10,163,392-100%$2.9B———
Focus Partners Wealth
N/A—10,016,436-10,016,436-100%$2.9B———
Cerity Partners LLC
N/A—9,612,893-9,612,893-100%$2.8B———
Jones Financial Companies Lllp
N/A—9,337,818-9,337,818-100%$2.7B———
Caisse de Depot ET Placement DU Quebec
N/A—9,333,869-9,333,869-100%$2.7B———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—9,266,512-9,266,512-100%$2.7B———
Marshall Wace, LLP
N/A—9,084,303-9,084,303-100%$2.6B———
Chevy Chase Trust Holdings, LLC
N/A—8,858,856-8,858,856-100%$2.6B———
Osaic Holdings, Inc.
N/A—8,726,238-8,726,238-100%$2.5B———
SEI Investments Co
N/A—8,447,488-8,447,488-100%$2.4B———
Storebrand Asset Management AS
N/A—8,317,573-8,317,573-100%$2.4B———
Lazard Asset Management LLC
N/A—8,138,484-8,138,484-100%$2.4B———
Captrust Financial Advisors
N/A—8,124,407-8,124,407-100%$2.4B———
State of Wisconsin Investment Board
N/A—7,830,625-7,830,625-100%$2.3B———
Mitsubishi UFJ Trust & Banking Corp
N/A—7,819,041-7,819,041-100%$2.3B———
Vanguard Investments Australia, Ltd.
N/A—7,506,247-7,506,247-100%$2.2B———
T. Rowe Price Investment Management, Inc.
N/A—7,502,442-7,502,442-100%$2.2B———
Bank of Nova Scotia
N/A—7,477,651-7,477,651-100%$2.2B———
APG Asset Management N.V.
N/A—7,377,107-7,377,107-100%$1.9B———
Cetera Investment Advisers
N/A—7,346,095-7,346,095-100%$2.1B———
Citadel Advisors LLC
N/A—7,296,076-7,296,076-100%$2.1B———
Rockefeller Capital Management L.P.
N/A—7,078,849-7,078,849-100%$2.0B———
Mercer Global Advisors Inc
N/A—6,988,551-6,988,551-100%$2.0B———
Nomura Asset Management Co LTD
N/A—6,925,764-6,925,764-100%$2.0B———
Handelsbanken Fonder AB
N/A—6,910,385-6,910,385-100%$2.0B———
Panagora Asset Management Inc
N/A—6,906,726-6,906,726-100%$2.0B———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—6,848,782-6,848,782-100%$2.0B———
Treasurer of the State of North Carolina
N/A—6,775,147-6,775,147-100%$2.0B———
Nomura Asset Management International Inc.
N/A—6,734,439-6,734,439-100%$1.9B———
Public Employees Retirement Association of Colorado
N/A—6,677,483-6,677,483-100%$1.9B———
KLP Kapitalforvaltning AS
N/A—6,616,324-6,616,324-100%$1.9B———
Man Group plc
N/A—6,606,605-6,606,605-100%$1.9B———
Susquehanna International Group, LLP
N/A—6,426,000-6,426,000-100%$1.9B———
Toronto Dominion Bank
N/A—6,226,250-6,226,250-100%$1.8B———
AustralianSuper Pty Ltd
N/A—6,185,595-6,185,595-100%$1.8B———
Credit Agricole S A
N/A—6,162,978-6,162,978-100%$1.8B———
Federated Hermes, Inc.
N/A—6,133,414-6,133,414-100%$1.8B———
Menora Mivtachim Holdings Ltd.
N/A—5,859,736-5,859,736-100%$1.7B———
Mirae Asset Global Etfs Holdings Ltd.
N/A—5,853,299-5,853,299-100%$1.7B———
Public Employees Retirement System of Ohio
N/A—5,851,269-5,851,269-100%$1.7B———
First Trust Advisors LP
N/A—5,833,307-5,833,307-100%$1.7B———
Blair William & Co
N/A—5,731,525-5,731,525-100%$1.7B———
D. E. Shaw & Co., Inc.
N/A—5,603,656-5,603,656-100%$1.6B———
LOS Angeles Capital Management LLC
N/A—5,506,651-5,506,651-100%$1.6B———
Worldquant Millennium Advisors LLC
N/A—5,439,653-5,439,653-100%$1.6B———
Teacher Retirement System of Texas
N/A—5,278,393-5,278,393-100%$1.5B———
State of Tennessee, Department of Treasury
N/A—5,078,446-5,078,446-100%$1.5B———
Healthcare of Ontario Pension Plan Trust Fund
N/A—5,061,327-5,061,327-100%$1.5B———
Fred Alger Management, LLC
N/A—5,042,160-5,042,160-100%$1.5B———
1832 Asset Management L.P.
N/A—4,967,048-4,967,048-100%$1.4B———
Janney Montgomery Scott LLC
N/A—4,956,780-4,956,780-100%$1.4B———
First Manhattan Co. Llc.
N/A—4,935,720-4,935,720-100%$1.4B———
Winslow Capital Management, LLC
N/A—4,877,656-4,877,656-100%$1.4B———
DnB Asset Management AS
N/A—4,808,315-4,808,315-100%$1.4B———
Tredje Ap-fonden
N/A—4,769,889-4,769,889-100%$1.4B———
Lansforsakringar Fondforvaltning AB (publ)
N/A—4,740,533-4,740,533-100%$1.4B———
Public Sector Pension Investment Board
N/A—4,593,157-4,593,157-100%$1.3B———
M&T Bank Corp
N/A—4,589,772-4,589,772-100%$1.3B———
Life Cycle Investment Partners Ltd
N/A—4,279,229-4,279,229-100%$1.2B———
Commerce Bank
N/A—4,274,243-4,274,243-100%$1.2B———
Resona Asset Management Co.,Ltd.
N/A—4,213,121-4,213,121-100%$1.2B———
Two Sigma Investments, LP
N/A—4,176,413-4,176,413-100%$1.2B———
Brown Advisory Inc
N/A—4,033,311-4,033,311-100%$1.2B———
O'shaughnessy Asset Management, LLC
N/A—4,011,581-4,011,581-100%$1.2B———
Performance Wealth Partners, LLC
N/A—3,933,000-3,933,000-100%$1.1B———
Jane Street Group, LLC
N/A—3,931,686-3,931,686-100%$1.1B———
Clear Street Group Inc.
N/A—3,764,485-3,764,485-100%$1.1B———
Connor, Clark & Lunn Investment Management Ltd.
N/A—3,675,441-3,675,441-100%$1.1B———
MetLife Investment Management, LLC
N/A—3,664,077-3,664,077-100%$1.1B———
Qube Research & Technologies Ltd
N/A—3,645,083-3,645,083-100%$1.1B———
Jacobs Levy Equity Management, Inc
N/A—3,639,688-3,639,688-100%$1.1B———
Capital Wealth Planning, LLC
N/A—3,575,732-3,575,732-100%$1.0B———
Northwestern Mutual Wealth Management Co
N/A—3,571,020-3,571,020-100%$1.0B———
NewEdge Advisors, LLC
N/A—3,482,619-3,482,619-100%$1.0B———
Rathbones Group PLC
N/A—3,416,441-3,416,441-100%$988.6M———
Glenmede Trust Co NA
N/A—3,404,852-3,404,852-100%$985.2M———
Rafferty Asset Management, LLC
N/A—3,391,118-3,391,118-100%$981.3M———
CIBC World Market Inc.
N/A—3,263,631-3,263,631-100%$944.4M———
William Blair Investment Management, LLC
N/A—3,259,914-3,259,914-100%$943.3M———
Nissay Asset Management Corp N
N/A—3,226,381-3,226,381-100%$933.6M———
Scotia Capital Inc.
N/A—3,221,813-3,221,813-100%$932.3M———
Vinva Investment Management Ltd
N/A—3,206,554-3,206,554-100%$903.2M———
Woodline Partners LP
N/A—3,205,348-3,205,348-100%$927.5M———
EP Wealth Advisors, LLC
N/A—3,136,978-3,136,978-100%$907.7M———
MML Investors Services, LLC
N/A—3,077,675-3,077,675-100%$890.6M———
&partners
N/A—2,974,072-2,974,072-100%$858.4M———
MAI Capital Management
N/A—2,971,008-2,971,008-100%$859.7M———
Pathstone Holdings, LLC
N/A—2,933,907-2,933,907-100%$850.6M———
Zurich Insurance Group Ltd
N/A—2,915,098-2,915,098-100%$843.5M———
Macquarie Group LTD
N/A—2,906,412-2,906,412-100%$841.0M———
Squarepoint Ops LLC
N/A—2,904,300-2,904,300-100%$840.4M———
Gotham Asset Management, LLC
N/A—2,860,500-2,860,500-100%$827.7M———
Federation des caisses Desjardins du Quebec
N/A—2,833,399-2,833,399-100%$819.8M———
Tidal Investments LLC
N/A—2,821,493-2,821,493-100%$816.4M———
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A—2,800,000-2,800,000-100%$810.2M———
Brown Brothers Harriman & Co
N/A—2,770,126-2,770,126-100%$801.6M———
ING Groep NV
N/A—2,751,040-2,751,040-100%$796.0M———
Capitolis Liquid Global Markets LLC
N/A—2,633,009-2,633,009-100%$761.9M———
QRG Capital Management, Inc.
N/A—2,596,345-2,596,345-100%$751.3M———
Westfield Capital Management Co LP
N/A—2,573,774-2,573,774-100%$744.7M———
AE Wealth Management LLC
N/A—2,564,770-2,564,770-100%$742.1M———
Varma Mutual Pension Insurance Co
N/A—2,484,883-2,484,883-100%$719.0M———
Vanguard Personalized Indexing Management, LLC
N/A—2,468,212-2,468,212-100%$714.2M———
Mediolanum International Funds Ltd
N/A—2,394,438-2,394,438-100%$674.6M———
Huntington National Bank
N/A—2,388,075-2,388,075-100%$691.0M———
Banco Santander, S.A.
N/A—2,313,583-2,313,583-100%$669.5M———
IEQ Capital, LLC
N/A—2,313,582-2,313,582-100%$669.5M———
USS Investment Management Ltd
N/A—2,309,849-2,309,849-100%$667.9M———
Steward Partners Investment Advisory, LLC
N/A—2,273,278-2,273,278-100%$657.8M———
Haverford Trust Co
N/A—2,265,185-2,265,185-100%$655.5M———
British Columbia Investment Management Corp
N/A—2,201,017-2,201,017-100%$636.9M———
London Co of Virginia
N/A—2,199,195-2,199,195-100%$636.4M———
Utah Retirement Systems
N/A—2,195,192-2,195,192-100%$635.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—2,183,517-2,183,517-100%$631.2M———
Pinebridge Investments LLC
N/A—2,179,376-2,179,376-100%$630.6M———
CI Investments Inc.
N/A—2,174,125-2,174,125-100%$629.1M———
Police & Firemen's Retirement System of New Jersey
N/A—2,168,525-2,168,525-100%$627.5M———
Beacon Pointe Advisors, LLC
N/A—2,155,331-2,155,331-100%$623.6M———
Zacks Investment Management
N/A—2,142,489-2,142,489-100%$620.0M———
Employees Retirement System of Texas
N/A—2,116,984-2,116,984-100%$612.6M———
Empower Advisory Group, LLC
N/A—2,096,561-2,096,561-100%$606.7M———
Clark Capital Management Group, Inc.
N/A—2,029,475-2,029,475-100%$587.2M———
Ilmarinen Mutual Pension Insurance Co
N/A—2,016,311-2,016,311-100%$583.4M———
Sequoia Financial Advisors, LLC
N/A—1,978,445-1,978,445-100%$572.5M———
Erste Asset Management GmbH
N/A—1,976,818-1,976,818-100%$558.6M———
Employees Provident Fund Board
N/A—1,961,691-1,961,691-100%$567.6M———
Andra Ap-fonden
N/A—1,927,327-1,927,327-100%$557.7M———
Omers Administration Corp
N/A—1,923,152-1,923,152-100%$556.5M———
Cresset Asset Management, LLC
N/A—1,903,005-1,903,005-100%$550.7M———
Jupiter Asset Management LTD
N/A—1,877,668-1,877,668-100%$543.3M———
Private Advisor Group, LLC
N/A—1,864,685-1,864,685-100%$539.6M———
Mufg Securities Emea plc
N/A—1,837,416-1,837,416-100%$531.7M———
Teachers Retirement System of the State of Kentucky
N/A—1,798,007-1,798,007-100%$520.3M———
Johnson Investment Counsel Inc
N/A—1,782,340-1,782,340-100%$515.7M———
LGT Group Foundation
N/A—1,775,721-1,775,721-100%$513.8M———
Saturna Capital Corp
N/A—1,774,020-1,774,020-100%$545.4M———
Primecap Management Co
N/A—1,760,880-1,760,880-100%$509.5M———
Baillie Gifford & Co
N/A—1,760,591-1,760,591-100%$509.4M———
United Capital Financial Advisors, LLC
N/A—1,754,234-1,754,234-100%$507.6M———
Whittier Trust Co
N/A—1,731,482-1,731,482-100%$541.4M———
ExodusPoint Capital Management, LP
N/A—1,705,273-1,705,273-100%$493.4M———
Wealthfront Advisers LLC
N/A—1,667,085-1,667,085-100%$482.4M———
HM Payson & Co
N/A—1,665,510-1,665,510-100%$481.9M———
Elo Mutual Pension Insurance Co
N/A—1,658,675-1,658,675-100%$480.0M———
Bartlett & Co. Wealth Management LLC
N/A—1,651,943-1,651,943-100%$478.0M———
Empowered Funds, LLC
N/A—1,607,892-1,607,892-100%$465.3M———
Lord, Abbett & Co. LLC
N/A—1,589,462-1,589,462-100%$459.9M———
Renaissance Technologies LLC
N/A—1,586,526-1,586,526-100%$459.1M———
Epoch Investment Partners, Inc.
N/A—1,576,223-1,576,223-100%$456.1M———
Polar Capital Holdings Plc
N/A—1,556,928-1,556,928-100%$450.5M———
Intech Investment Management LLC
N/A—1,554,586-1,554,586-100%$449.8M———
Prudential PLC
N/A—1,549,367-1,549,367-100%$448.3M———
Guggenheim Capital LLC
N/A—1,539,974-1,539,974-100%$445.6M———
Pacer Advisors, Inc.
N/A—1,509,200-1,509,200-100%$436.7M———
Fenelon Opportunity Fund Inc.
N/A—1,497,545-1,497,545-100%$499.2M———
Evercore Wealth Management, LLC
N/A—1,474,930-1,474,930-100%$426.8M———
Atalanta Sosnoff Capital, LLC
N/A—1,468,865-1,468,865-100%$425.0M———
Waverly Advisors, LLC
N/A—1,467,543-1,467,543-100%$424.6M———
Pinnacle Financial Partners, Inc.
N/A—1,448,033-1,448,033-100%$419.0M———
Investment Management Corp of Ontario
N/A—1,421,425-1,421,425-100%$411.3M———
Fiduciary Trust Co
N/A—1,409,277-1,409,277-100%$407.8M———
NewEdge Wealth, LLC
N/A—1,394,101-1,394,101-100%$403.4M———
Arax Advisory Partners
N/A—1,391,949-1,391,949-100%$402.8M———
Altshuler Shaham Ltd
N/A—1,372,686-1,372,686-100%$397.2M———
Balyasny Asset Management L.P.
N/A—1,346,688-1,346,688-100%$389.7M———
Caxton Associates LLP
N/A—1,343,920-1,343,920-100%$388.9M———
Shelton Capital Management
N/A—1,336,116-1,336,116-100%$386.6M———
Peapack Gladstone Financial Corp
N/A—1,324,102-1,324,102-100%$383.1M———
Railway Pension Investments Ltd
N/A—1,320,786-1,320,786-100%$382.2M———
GQG Partners LLC
N/A—1,286,388-1,286,388-100%$372.2M———
Capital International, Inc.
N/A—1,274,703-1,274,703-100%$368.8M———
Groupama Asset Managment
N/A—1,268,595-1,268,595-100%$358.0M———
Danica Pension, Livsforsikringsaktieselskab
N/A—1,251,082-1,251,082-100%$362.0M———
Groupe la Francaise
N/A—1,239,745-1,239,745-100%$357.5M———
Bristol John W & Co Inc
N/A—1,192,491-1,192,491-100%$345.1M———
Bridges Investment Management Inc
N/A—1,180,277-1,180,277-100%$341.5M———
Davis R M Inc
N/A—1,157,132-1,157,132-100%$334.8M———
Aptus Capital Advisors, LLC
N/A—1,153,157-1,153,157-100%$333.7M———
Mizuho Securities USA LLC
N/A—1,149,853-1,149,853-100%$332.7M———
Milford Funds LTD
N/A—1,144,314-1,144,314-100%$331.1M———
Mairs & Power Inc
N/A—1,138,448-1,138,448-100%$329.4M———
Stratos Wealth Partners, Ltd.
N/A—1,124,545-1,124,545-100%$325.4M———
ABN Amro Bank N.V.
N/A—1,115,381-1,115,381-100%$320.9M———
Integrated Wealth Concepts LLC
N/A—1,110,062-1,110,062-100%$321.2M———
Norinchukin Bank, The
N/A—1,097,240-1,097,240-100%$317.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,082,366-1,082,366-100%$313.2M———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,070,700-1,070,700-100%$309.8M———
Van Eck Associates Corp
N/A—1,066,225-1,066,225-100%$308.5M———
Banque Transatlantique SA
N/A—1,060,430-1,060,430-100%$292.5M———
Advisors Capital Management, LLC
N/A—1,052,271-1,052,271-100%$304.5M———
Equitable Holdings, Inc.
N/A—1,047,420-1,047,420-100%$303.1M———
Bradley Foster & Sargent Inc
N/A—1,046,116-1,046,116-100%$302.7M———
Flputnam Investment Management Co
N/A—1,045,570-1,045,570-100%$302.5M———
Trexquant Investment LP
N/A—1,032,523-1,032,523-100%$298.8M———
Saudi Central Bank
N/A—1,027,683-1,027,683-100%$297.4M———
Whittier Trust Co of Nevada Inc
N/A—1,018,034-1,018,034-100%$316.3M———
Voleon Capital Management LP
N/A—1,004,651-1,004,651-100%$290.7M———
Greenbrier Partners Capital Management, LLC
N/A—996,183-996,183-100%$288.3M———
RJA Asset Management LLC
N/A—980,200-980,200-100%$283.6M———
Commerzbank Aktiengesellschaft
N/A—979,135-979,135-100%$283.3M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—948,434-948,434-100%$274.4M———
Vident Advisory, LLC
N/A—946,522-946,522-100%$273.9M———
Capstone Investment Advisors, LLC
N/A—934,697-934,697-100%$270.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—932,790-932,790-100%$269.9M———
Benjamin Edwards Inc
N/A—926,035-926,035-100%$268.0M———
NorthCoast Asset Management LLC
N/A—913,249-913,249-100%$264.3M———
Kentucky Retirement Systems
N/A—909,503-909,503-100%$263.2M———
Orion Porfolio Solutions, LLC
N/A—902,878-902,878-100%$261.3M———
Crake Asset Management LLP
N/A—890,000-890,000-100%$257.5M———
Advisory Services Network, LLC
N/A—888,036-888,036-100%$257.0M———
Independent Advisor Alliance
N/A—887,758-887,758-100%$256.9M———
RiverFront Investment Group, LLC
N/A—884,010-884,010-100%$255.8M———
Capital Advisors Inc
N/A—882,325-882,325-100%$255.3M———
Atlantic Union Bankshares Corp
N/A—881,509-881,509-100%$255.1M———
Jensen Investment Management Inc
N/A—860,969-860,969-100%$249.1M———
Nomura Holdings Inc
N/A—857,814-857,814-100%$248.2M———
Hancock Whitney Corp
N/A—850,820-850,820-100%$246.2M———
Destination Wealth Management
N/A—846,145-846,145-100%$244.8M———
RWA Wealth Partners, LLC
N/A—841,768-841,768-100%$242.3M———
Bluespring Wealth Management, LLC
N/A—836,211-836,211-100%$242.0M———
Stephens Inc
N/A—833,376-833,376-100%$242.1M———
Allstate Corp
N/A—820,236-820,236-100%$237.3M———
Ossiam
N/A—807,273-807,273-100%$233.6M———
Silvercrest Asset Management Group LLC
N/A—802,249-802,249-100%$232.1M———
Horizon Investments, LLC
N/A—792,756-792,756-100%$229.2M———
Bleakley Financial Group, LLC
N/A—787,405-787,405-100%$227.8M———
Wealthspire Advisors, LLC
N/A—784,975-784,975-100%$227.1M———
World Investment Advisors
N/A—778,238-778,238-100%$198.9M———
Daiichi Life Insurance Co., Ltd.
N/A—767,131-767,131-100%$222.0M———
NorthRock Partners, LLC
N/A—764,922-764,922-100%$221.3M———
Composition Wealth, LLC
N/A—763,434-763,434-100%$220.9M———
Windward Capital Management Co
N/A—759,846-759,846-100%$219.9M———
Millennium Management LLC
N/A—756,799-756,799-100%$219.0M———
South Dakota Investment Council
N/A—744,947-744,947-100%$215.6M———
Moneta Group Investment Advisors LLC
N/A—744,798-744,798-100%$215.5M———
First Financial Bankshares Inc
N/A—736,559-736,559-100%$213.1M———
Douglass Winthrop Advisors, LLC
N/A—729,750-729,750-100%$211.2M———
Vaughan Nelson Investment Management, L.P.
N/A—724,984-724,984-100%$209.8M———
Cannell & Spears LLC
N/A—721,781-721,781-100%$208.9M———
Cornerstone Advisors, LLC
N/A—721,725-721,725-100%$208.8M———
Summit Trail Advisors, LLC
N/A—718,259-718,259-100%$207.8M———
Lombard Odier Asset Management (Switzerland) SA
N/A—709,280-709,280-100%$205.2M———
Optiver Holding B.V.
N/A—697,822-697,822-100%$201.9M———
CSM Advisors, LLC
N/A—696,554-696,554-100%$201.6M———
Phoenix Financial Ltd.
N/A—695,043-695,043-100%$201.1M———
E Fund Management Co., Ltd.
N/A—692,774-692,774-100%$200.5M———
Arkadios Wealth Advisors
N/A—687,770-687,770-100%$199.0M———
Envestnet Portfolio Solutions, Inc.
N/A—683,492-683,492-100%$197.8M———
Summit Financial, LLC
N/A—680,491-680,491-100%$196.9M———
Diversified Trust Co
N/A—675,965-675,965-100%$195.6M———
Metis Global Partners, LLC
N/A—673,091-673,091-100%$194.8M———
Coldstream Capital Management Inc
N/A—663,766-663,766-100%$192.1M———
Mutual Advisors, LLC
N/A—662,859-662,859-100%$191.8M———
Curi Capital, LLC
N/A—656,915-656,915-100%$190.1M———
Tiaa Wealth Investment Management LLC
N/A—652,251-652,251-100%$188.7M———
Artisan Partners Limited Partnership
N/A—650,501-650,501-100%$188.2M———
Fullerton Fund Management Co Ltd.
N/A—644,387-644,387-100%$186.5M———
Marsico Capital Management LLC
N/A—643,861-643,861-100%$186.3M———
Snowden Capital Advisors LLC
N/A—642,631-642,631-100%$186.0M———
Harvest Portfolios Group Inc.
N/A—637,896-637,896-100%$184.6M———
Becker Capital Management Inc
N/A—635,045-635,045-100%$183.8M———
Axiom Investors LLC
N/A—631,399-631,399-100%$182.7M———
Hudson Bay Capital Management LP
N/A—631,092-631,092-100%$182.6M———
Dakota Wealth Management
N/A—617,780-617,780-100%$178.8M———
EFG International AG
N/A—617,764-617,764-100%$178.8M———
OneDigital Investment Advisors LLC
N/A—617,608-617,608-100%$178.7M———
Evelyn Partners Group Ltd
N/A—616,120-616,120-100%$178.3M———
Modern Wealth Management, LLC
N/A—614,819-614,819-100%$177.9M———
Callan Family Office, LLC
N/A—613,564-613,564-100%$177.5M———
Harvest Fund Management Co., Ltd
N/A—612,571-612,571-100%$177.1M———
Choate Investment Advisors
N/A—605,835-605,835-100%$175.3M———
Argent Trust Co
N/A—601,810-601,810-100%$174.1M———
Golden Unicorn (BVI) Ltd
N/A—600,000-600,000-100%$173.6M———
Vestmark Advisory Solutions, Inc.
N/A—595,353-595,353-100%$172.3M———
Kingsview Wealth Management, LLC
N/A—592,616-592,616-100%$171.5M———
Donaldson Capital Management, LLC
N/A—592,203-592,203-100%$171.4M———
Tocqueville Asset Management L.P.
N/A—583,722-583,722-100%$168.9M———
Brevan Howard Capital Management LP
N/A—583,127-583,127-100%$168.7M———
Focus Partners Advisor Solutions, LLC
N/A—582,828-582,828-100%$168.6M———
VAN Lanschot Kempen Investment Management N.V.
N/A—582,428-582,428-100%$168.5M———
Global Retirement Partners, LLC
N/A—580,699-580,699-100%$168.0M———
Systematic Alpha Investments, LLC
N/A—576,144-576,144-100%$166.7M———
Caprock Group, LLC
N/A—568,800-568,800-100%$164.6M———
Allianz SE
N/A—567,535-567,535-100%$164.2M———
Skandinaviska Enskilda Banken AB (publ)
N/A—564,589-564,589-100%$163.2M———
TCW Group Inc
N/A—552,157-552,157-100%$159.8M———
LGT Fund Management Co Ltd.
N/A—547,901-547,901-100%$158.5M———
Freestone Capital Holdings, LLC
N/A—538,849-538,849-100%$155.9M———
Soros Fund Management LLC
N/A—529,538-529,538-100%$153.2M———
PFG Investments, LLC
N/A—529,075-529,075-100%$153.1M———
Pggm Investments
N/A—529,053-529,053-100%$153.1M———
Intermede Investment Partners Ltd
N/A—525,232-525,232-100%$160.5K———
Trillium Asset Management, LLC
N/A—521,841-521,841-100%$151.0M———
Insigneo Advisory Services, LLC
N/A—521,460-521,460-100%$150.9M———
Blue Sparrow, LLC
N/A—520,700-520,700-100%$150.7M———
Empirical Finance, LLC
N/A—518,315-518,315-100%$150.0M———
NS Partners Ltd
N/A—518,312-518,312-100%$150.0M———
Stock Yards Bank & Trust Co
N/A—512,988-512,988-100%$148.4M———
Ancora Advisors LLCA
N/A—510,346-510,346-100%$147.7M———
Prospect Hill Management, LLC
N/A—505,842-505,842-100%$146.4M———
Nan Shan Life Insurance Co., Ltd.
N/A—505,646-505,646-100%$146.3M———
Walleye Capital LLC
N/A—505,052-505,052-100%$146.1M———
Advisors Asset Management, Inc.
N/A—500,696-500,696-100%$144.9M———
Logan Capital Management Inc
N/A—497,666-497,666-100%$144.0M———
Bowen Hanes & Co Inc
N/A—497,258-497,258-100%$126.2M———
Osmosis Investment Management UK Ltd
N/A—483,606-483,606-100%$139.9M———
Westwood Holdings Group Inc
N/A—483,435-483,435-100%$139.9M———
Cary Street Partners Financial LLC
N/A—481,881-481,881-100%$139.4M———
Canada Post Corp Registered Pension Plan
N/A—480,147-480,147-100%$138.9M———
IHT Wealth Management, LLC
N/A—478,371-478,371-100%$138.4M———
Keating Financial Advisory Services, Inc.
N/A—476,392-476,392-100%$137.8M———
Castleark Management LLC
N/A—472,108-472,108-100%$136.6M———
Northwestern Mutual Investment Management Company, LLC
N/A—470,900-470,900-100%$136.3M———
Silvant Capital Management LLC
N/A—470,182-470,182-100%$136.1M———
Foundations Investment Advisors, LLC
N/A—469,893-469,893-100%$136.0M———
Rokos Capital Management LLP
N/A—468,632-468,632-100%$135.6M———
Meeder Asset Management Inc
N/A—457,767-457,767-100%$132.5M———
Harbour Investments, Inc.
N/A—453,496-453,496-100%$131.2M———
ST Germain D J Co Inc
N/A—452,771-452,771-100%$131.0M———
SouthState Bank Corp
N/A—448,394-448,394-100%$129.7M———
SIT Investment Associates Inc
N/A—448,073-448,073-100%$129.7M———
Azimuth Capital Investment Management LLC
N/A—447,943-447,943-100%$129.6M———
Mufg Securities Americas Inc.
N/A—442,363-442,363-100%$128.0M———
Nearwater Capital Markets, Ltd
N/A—438,000-438,000-100%$126.7M———
Hantz Financial Services, Inc.
N/A—434,927-434,927-100%$125.9M———
Great Valley Advisor Group, Inc.
N/A—433,052-433,052-100%$125.3M———
Siemens Fonds Invest GmbH
N/A—433,024-433,024-100%$125.3M———
Ameritas Advisory Services, LLC
N/A—430,305-430,305-100%$124.5M———
Moors & Cabot, Inc.
N/A—427,491-427,491-100%$123.7M———
Segall Bryant & Hamill, LLC
N/A—423,265-423,265-100%$122.5M———
LGT Capital Partners Ltd.
N/A—423,250-423,250-100%$122.5M———
CreativeOne Wealth, LLC
N/A—421,620-421,620-100%$122.0M———
Mmbg Investment Advisors Co.
N/A—421,075-421,075-100%$121.8M———
Transcend Capital Advisors, LLC
N/A—420,146-420,146-100%$121.6M———
Ameritas Investment Partners, Inc.
N/A—418,392-418,392-100%$121.1M———
Avalon Trust Co
N/A—410,286-410,286-100%$118.7M———
Oversea-Chinese Banking Corp Ltd
N/A—407,079-407,079-100%$117.7M———
Main Street Research LLC
N/A—406,129-406,129-100%$117.5M———
Wharton Business Group, LLC
N/A—405,851-405,851-100%$117.4M———
Jain Global LLC
N/A—398,090-398,090-100%$115.2M———
Chilton Investment Co Inc.
N/A—397,628-397,628-100%$115.1M———
Clal Insurance Enterprises Holdings Ltd
N/A—397,512-397,512-100%$115.0M———
Dearborn Partners LLC
N/A—394,954-394,954-100%$114.3M———
Ballentine Partners, LLC
N/A—394,948-394,948-100%$114.3M———
Northwest & Ethical Investments L.P.
N/A—390,390-390,390-100%$112.9M———
Aristotle Atlantic Partners, LLC
N/A—388,154-388,154-100%$112.3M———
Meeder Advisory Services, Inc.
N/A—387,376-387,376-100%$112.1M———
Nicolet Bankshares Inc
N/A—387,221-387,221-100%$116.8M———
Capital International Sarl
N/A—384,683-384,683-100%$111.3M———
Gabelli Funds LLC
N/A—384,577-384,577-100%$111.3M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—377,429-377,429-100%$109.2M———
NWI Management LP
N/A—376,100-376,100-100%$108.8M———
First National Bank of Omaha
N/A—373,221-373,221-100%$107.0M———
Wealth Alliance, LLC
N/A—371,628-371,628-100%$107.5M———
BNP Paribas
N/A—369,737-369,737-100%$106.1M———
Bridgewater Associates, LP
N/A—364,377-364,377-100%$105.4M———
Impax Asset Management Group plc
N/A—363,014-363,014-100%$105.0M———
Klingenstein Fields & Co LP
N/A—361,383-361,383-100%$104.6M———
Vestcor Inc
N/A—360,931-360,931-100%$104.4M———
Westpac Banking Corp
N/A—359,807-359,807-100%$104.1M———
Picton Mahoney Asset Management
N/A—358,892-358,892-100%$103.8M———
Peak6 LLC
N/A—358,644-358,644-100%$103.8M———
Western Wealth Management, LLC
N/A—357,933-357,933-100%$103.6M———
Sienna Gestion
N/A—357,877-357,877-100%$102.0M———
Sumitomo Life Insurance Co
N/A—350,965-350,965-100%$101.6M———
Guardian Capital LP
N/A—349,387-349,387-100%$101.1M———
Wesleyan Assurance Society
N/A—348,050-348,050-100%$100.6M———
McMillan Office, Inc.
N/A—344,355-344,355-100%$99.6M———
Wahed Invest LLC
N/A—344,086-344,086-100%$99.6M———
Savvy Advisors, Inc.
N/A—340,422-340,422-100%$98.5M———
North Star Asset Management Inc
N/A—339,288-339,288-100%$98.2M———
Ingalls & Snyder LLC
N/A—339,187-339,187-100%$98.1M———
Keystone Financial Group
N/A—337,758-337,758-100%$97.7M———
Rothschild Investment LLC
N/A—337,494-337,494-100%$97.7M———
Principal Securities, Inc.
N/A—336,456-336,456-100%$97.4M———
HBK Sorce Advisory LLC
N/A—336,083-336,083-100%$104.5M———
BLI - Banque de Luxembourg Investments
N/A—335,418-335,418-100%$94.7M———
Van Hulzen Asset Management, LLC
N/A—329,239-329,239-100%$95.3M———
Jaffetilchin Investment Partners, LLC
N/A—325,601-325,601-100%$94.2M———
Essex Financial Services, Inc.
N/A—320,429-320,429-100%$92.7M———
First American Trust, FSB
N/A—318,456-318,456-100%$92.1M———
Smartleaf Asset Management LLC
N/A—318,269-318,269-100%$89.7M———
NFJ Investment Group, LLC
N/A—315,565-315,565-100%$91.3M———
Liontrust Investment Partners LLP
N/A—315,103-315,103-100%$91.2M———
Gendell Jeffrey L
N/A—315,000-315,000-100%$91.1M———
Caisse DES Depots ET Consignations
N/A—313,217-313,217-100%$90.6M———
Pure Financial Advisors, LLC
N/A—312,073-312,073-100%$90.3M———
WCG Wealth Advisors LLC
N/A—310,820-310,820-100%$89.9M———
AlTi Global, Inc.
N/A—308,990-308,990-100%$89.4M———
Thoroughbred Financial Services, LLC
N/A—308,911-308,911-100%$89.4M———
Colonial Trust Advisors
N/A—307,531-307,531-100%$89.0M———
Josh Arnold Investment Consultant, LLC
N/A—307,356-307,356-100%$88.9M———
9823 Capital, L.P.
N/A—305,014-305,014-100%$88.3M———
Hamilton Capital Partners Inc.
N/A—302,854-302,854-100%$87.6M———
Bragg Financial Advisors, Inc
N/A—300,663-300,663-100%$87.0M———
Ostrum Asset Management
N/A—298,092-298,092-100%$86.3M———
Edmond de Rothschild Holding S.A.
N/A—296,604-296,604-100%$85.8M———
Roehl & Yi Investment Advisors, LLC
N/A—294,999-294,999-100%$15.8M———
DJE Kapital AG
N/A—292,728-292,728-100%$84.4M———
Roundview Capital LLC
N/A—288,914-288,914-100%$83.6M———
Fidelis Capital Partners, LLC
N/A—288,574-288,574-100%$83.5M———
Prosperity Consulting Group, LLC
N/A—285,583-285,583-100%$82.6M———
Boston Family Office LLC
N/A—284,321-284,321-100%$82.3M———
Gladstone Institutional Advisory LLC
N/A—283,794-283,794-100%$82.1M———
Berkshire Asset Management LLC
N/A—281,752-281,752-100%$81.5M———
Ceeto Capital Group, LLC
N/A—277,961-277,961-100%$80.4M———
Iron Gate Global Advisors LLC
N/A—277,192-277,192-100%$80.2M———
Klcm Advisors, Inc.
N/A—276,575-276,575-100%$80.0M———
Smithfield Trust Co
N/A—275,680-275,680-100%$79.8M———
New Age Alpha Advisors, LLC
N/A—275,669-275,669-100%$79.8M———
Stonebridge Capital Advisors LLC
N/A—274,646-274,646-100%$79.5M———
Lowe Brockenbrough & Co Inc
N/A—274,474-274,474-100%$79.4M———
Nwam LLC
N/A—274,282-274,282-100%$79.4M———
Scopus Asset Management, L.P.
N/A—273,500-273,500-100%$79.1M———
Fort Sheridan Advisors LLC
N/A—272,268-272,268-100%$78.8M———
Burkehill Global Management, LP
N/A—270,000-270,000-100%$78.1M———
Tower Research Capital LLC (TRC)
N/A—269,878-269,878-100%$78.1M———
Sound View Wealth Advisors Group, LLC
N/A—269,682-269,682-100%$78.0M———
RB Capital Management, LLC
N/A—264,080-264,080-100%$76.4M———
Marco Investment Management LLC
N/A—263,099-263,099-100%$76.1M———
Meiji Yasuda Asset Management Co Ltd.
N/A—261,856-261,856-100%$75.8M———
Harding Loevner LP
N/A—259,985-259,985-100%$75.2M———
Bouchey Financial Group, Ltd.
N/A—257,515-257,515-100%$74.5M———
Belpointe Asset Management LLC
N/A—256,991-256,991-100%$74.4M———
Foster & Motley Inc
N/A—255,657-255,657-100%$74.0M———
Palisade Capital Management, LP
N/A—254,434-254,434-100%$73.6M———
Hemenway Trust Co LLC
N/A—253,994-253,994-100%$73.5M———
Pine Valley Investments Ltd Liability Co
N/A—253,635-253,635-100%$73.4M———
AR Asset Management Inc
N/A—253,472-253,472-100%$73.3M———
Wilkinson Global Asset Management LLC
N/A—251,208-251,208-100%$72.7M———
Catalyst Funds Management Pty Ltd
N/A—250,522-250,522-100%$72.5M———
Newlands Management Operations LLC
N/A—248,975-248,975-100%$72.0M———
Blackhill Capital Inc
N/A—248,200-248,200-100%$71.8M———
Crawford Investment Counsel Inc
N/A—247,947-247,947-100%$71.7M———
BTC Capital Management, Inc.
N/A—245,369-245,369-100%$71.1M———
Venturi Wealth Management, LLC
N/A—245,010-245,010-100%$70.9M———
Leavell Investment Management, Inc.
N/A—244,014-244,014-100%$70.6M———
Aureus Asset Management, LLC
N/A—241,737-241,737-100%$69.9M———
Stony Point Capital LLC
N/A—241,031-241,031-100%$69.7M———
Heritage Wealth Advisors
N/A—240,896-240,896-100%$69.7M———
Osterweis Capital Management Inc
N/A—239,818-239,818-100%$69.4M———
Osborne Partners Capital Management, LLC
N/A—239,363-239,363-100%$69.3M———
Clare Market Investments LLC
N/A—239,130-239,130-100%$69.2M———
Syon Capital LLC
N/A—238,989-238,989-100%$69.2M———
Apriem Advisors
N/A—238,452-238,452-100%$69.0M———
Baltimore-Washington Financial Advisors, Inc.
N/A—236,655-236,655-100%$68.5M———
Stillwater Capital Advisors, LLC
N/A—235,679-235,679-100%$68.2M———
Trajan Wealth LLC
N/A—234,496-234,496-100%$67.9M———
SOA Wealth Advisors, Llc.
N/A—232,277-232,277-100%$60.1M———
Sfmg, LLC
N/A—232,048-232,048-100%$67.1M———
Zhang Financial LLC
N/A—229,050-229,050-100%$66.3M———
Spinnaker Trust
N/A—228,303-228,303-100%$66.1M———
F/m Investments LLC
N/A—228,085-228,085-100%$66.0M———
Southeast Asset Advisors, LLC
N/A—226,893-226,893-100%$65.7M———
MAR Vista Investment Partners LLC
N/A—226,342-226,342-100%$65.5M———
Fiduciary Group, LLC
N/A—224,982-224,982-100%$65.1M———
Heritage Trust Co
N/A—224,054-224,054-100%$64.8M———
Stratos Wealth Advisors, LLC
N/A—223,202-223,202-100%$64.6M———
Thomasville National Bank
N/A—222,766-222,766-100%$64.5M———
Novare Capital Management LLC
N/A—222,706-222,706-100%$64.4M———
Kovack Advisors, Inc.
N/A—221,999-221,999-100%$64.9M———
S&CO Inc
N/A—220,707-220,707-100%$63.9M———
Coastal Bridge Advisors, LLC
N/A—220,427-220,427-100%$63.8M———
Blue Chip Partners, LLC
N/A—220,130-220,130-100%$63.7M———
Ausdal Financial Partners, Inc.
N/A—218,771-218,771-100%$63.3M———
First Foundation Advisors
N/A—216,711-216,711-100%$62.7M———
Pallas Capital Advisors LLC
N/A—216,473-216,473-100%$62.6M———
Rollins Financial Advisors, LLC
N/A—216,244-216,244-100%$62.6M———
Bridgewater Advisors Inc.
N/A—215,688-215,688-100%$65.4M———
Ceredex Value Advisors LLC
N/A—215,309-215,309-100%$62.3M———
Avenir Corp
N/A—215,158-215,158-100%$62.3M———
Dorsey & Whitney Trust Co LLC
N/A—214,384-214,384-100%$62.0M———
Twin Capital Management Inc
N/A—213,177-213,177-100%$61.7M———
Rehmann Capital Advisory Group
N/A—212,153-212,153-100%$61.4M———
Capital Group Private Client Services, Inc.
N/A—209,843-209,843-100%$60.7M———
Martingale Asset Management L P
N/A—209,754-209,754-100%$60.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—209,381-209,381-100%$60.6M———
Johnson Financial Group, Inc.
N/A—208,838-208,838-100%$60.4M———
Auxano Advisors, LLC
N/A—208,116-208,116-100%$60.2M———
Tower Bridge Advisors
N/A—207,214-207,214-100%$60.0M———
MidFirst Bank
N/A—206,987-206,987-100%$59.9M———
Centaurus Financial, Inc.
N/A—205,686-205,686-100%$59.5M———
Silicon Valley Capital Partners
N/A—205,559-205,559-100%$59.5M———
Summitry LLC
N/A—205,044-205,044-100%$59.3M———
Freestone Grove Partners LP
N/A—203,775-203,775-100%$59.0M———
Valmark Advisers, Inc.
N/A—203,556-203,556-100%$58.9M———
Spartan Wealth Advisory Services LLC
N/A—203,513-203,513-100%$58.9M———
Geneos Wealth Management Inc.
N/A—203,493-203,493-100%$58.9M———
Morningstar Investment Management LLC
N/A—202,910-202,910-100%$51.5M———
Emerald Investment Advisers, LLC
N/A—202,570-202,570-100%$58.6M———
Comgest Global Investors S.A.S.
N/A—202,304-202,304-100%$58.5M———
SlateStone Wealth, LLC
N/A—201,006-201,006-100%$58.2M———
Madison Asset Management, LLC
N/A—200,934-200,934-100%$58.1M———
Frec Markets, Inc.
N/A—200,356-200,356-100%$58.0M———
Webster Bank, N. A.
N/A—199,983-199,983-100%$57.9M———
Invictus Private Wealth, LLC
N/A—199,329-199,329-100%$57.7M———
Howard Hughes Medical Institute
N/A—198,755-198,755-100%$57.5M———
SIH Partners, Lllp
N/A—198,181-198,181-100%$57.3M———
DF Dent & Co Inc
N/A—197,541-197,541-100%$57.2M———
Shufro Rose & Co LLC
N/A—197,318-197,318-100%$57.1M———
Capital Analysts, LLC
N/A—195,454-195,454-100%$56.6M———
BBR Partners, LLC
N/A—194,145-194,145-100%$56.2M———
SCS Capital Management LLC
N/A—190,488-190,488-100%$55.1M———
Biondo Investment Advisors, LLC
N/A—190,471-190,471-100%$55.1M———
Dnca Finance
N/A—189,799-189,799-100%$54.9M———
New Republic Capital, LLC
N/A—189,533-189,533-100%$54.8M———
Cascade Financial Partners, LLC
N/A—188,477-188,477-100%$54.5M———
River Wealth Advisors LLC
N/A—188,343-188,343-100%$54.5M———
Alerus Financial NA
N/A—187,822-187,822-100%$54.3M———
Longbow Finance SA
N/A—186,711-186,711-100%$54.0M———
CTC LLC
N/A—185,934-185,934-100%$53.8M———
Arete Wealth Advisors, LLC
N/A—185,325-185,325-100%$53.6M———
Westmount Partners, LLC
N/A—184,506-184,506-100%$53.4M———
GTS Securities LLC
N/A—184,076-184,076-100%$53.3M———
German American Bancorp, Inc.
N/A—184,042-184,042-100%$53.3M———
Resources Management Corp
N/A—183,682-183,682-100%$53.2M———
K.J. Harrison & Partners Inc
N/A—183,674-183,674-100%$53.1M———
Wedbush Fund Advisers, LLC
N/A—183,300-183,300-100%$53.0M———
Arvest Bank Trust Division
N/A—183,273-183,273-100%$53.0M———
Steigerwald, Gordon & Koch Inc.
N/A—182,026-182,026-100%$52.7M———
BFC Planning, Inc.
N/A—181,504-181,504-100%$52.5M———
Sargent Investment Group, LLC
N/A—181,413-181,413-100%$52.5M———
Financial Engines Advisors L.L.C.
N/A—181,031-181,031-100%$52.4M———
Stokes Family Office, LLC
N/A—180,918-180,918-100%$52.4M———
Rice Partnership, LLC
N/A—180,887-180,887-100%$52.3M———
McDonough Capital Management, Inc
N/A—178,379-178,379-100%$21.2M———
Wellspring Financial Advisors, LLC
N/A—178,366-178,366-100%$51.5M———
Amica Mutual Insurance Co
N/A—177,799-177,799-100%$51.4M———
Texas Yale Capital Corp.
N/A—177,302-177,302-100%$51.3M———
Estabrook Capital Management
N/A—177,294-177,294-100%$51.3M———
SageView Advisory Group, LLC
N/A—176,758-176,758-100%$51.1M———
Connors Investor Services Inc
N/A—176,209-176,209-100%$51.0M———
Oakmont Corp
N/A—175,641-175,641-100%$50.8M———
Shared Vision Wealth Group LLC
N/A—174,298-174,298-100%$50.4M———
Spirepoint Private Client, LLC
N/A—171,652-171,652-100%$49.7M———
Intesa Sanpaolo S.p.A.
N/A—170,405-170,405-100%$49.3M———
IFG Advisory, LLC
N/A—169,385-169,385-100%$49.0M———
Perennial Investment Advisors, LLC
N/A—169,271-169,271-100%$49.0M———
Penserra Capital Management LLC
N/A—169,250-169,250-100%$49.0M———
NZS Capital, LLC
N/A—168,904-168,904-100%$48.9M———
Sand Hill Global Advisors, LLC
N/A—168,159-168,159-100%$48.7M———
Hillsdale Investment Management Inc.
N/A—168,004-168,004-100%$48.6M———
Howe & Rusling Inc
N/A—167,597-167,597-100%$48.5M———
Unio Capital LLC
N/A—165,778-165,778-100%$48.0M———
Continuum Advisory, LLC
N/A—163,706-163,706-100%$47.4M———
Oxford Financial Group, Ltd. LLC
N/A—163,489-163,489-100%$47.3M———
Bridgeway Capital Management, LLC
N/A—162,252-162,252-100%$46.9M———
Cumberland Partners Ltd
N/A—161,477-161,477-100%$46.7M———
Octavia Wealth Advisors, LLC
N/A—160,145-160,145-100%$46.3M———
Texas Capital Bank Wealth Management Services Inc
N/A—159,817-159,817-100%$46.2M———
Evolve Private Wealth, LLC
N/A—159,436-159,436-100%$46.1M———
Bank of Hawaii
N/A—159,380-159,380-100%$46.1M———
Purpose Unlimited Inc.
N/A—159,332-159,332-100%$46.2M———
Winning Points Advisors, LLC
N/A—159,304-159,304-100%$32.9M———
Wealth Management Associates, Inc.
N/A—156,777-156,777-100%$45.4M———
Checchi Capital Advisers, LLC
N/A—156,650-156,650-100%$45.3M———
GenTrust, LLC
N/A—156,565-156,565-100%$45.3M———
NatWest Group plc
N/A—156,510-156,510-100%$45.3M———
FAS Wealth Partners, Inc.
N/A—156,028-156,028-100%$45.1M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—156,000-156,000-100%$45.1M———
Red Door Wealth Management, LLC
N/A—155,184-155,184-100%$44.9M———
Strategic Wealth Partners, Ltd.
N/A—154,485-154,485-100%$44.7M———
Sittner & Nelson, LLC
N/A—154,183-154,183-100%$44.6M———
Buckley Wealth Management, LLC
N/A—153,840-153,840-100%$44.5M———
Granite Bay Wealth Management, LLC
N/A—153,136-153,136-100%$44.3M———
Berger Financial Group, Inc
N/A—152,260-152,260-100%$44.1M———
Hardman Johnston Global Advisors LLC
N/A—151,706-151,706-100%$43.9M———
Winslow Asset Management Inc
N/A—150,640-150,640-100%$43.6M———
First Long Island Investors, LLC
N/A—150,353-150,353-100%$43.5M———
Clarity Financial LLC
N/A—150,242-150,242-100%$43.5M———
Greenwich Wealth Management LLC
N/A—150,066-150,066-100%$43.4M———
Northstar Group, Inc.
N/A—149,674-149,674-100%$43.3M———
MayTech Global Investments, LLC
N/A—148,882-148,882-100%$43.1M———
Cozad Asset Management Inc
N/A—148,659-148,659-100%$43.0M———
Harbor Advisors LLC
N/A—148,400-148,400-100%$42.9M———
Campbell Capital Management Inc
N/A—148,051-148,051-100%$42.8M———
Schnieders Capital Management, Llc.
N/A—147,775-147,775-100%$42.8M———
Quent Capital, LLC
N/A—147,594-147,594-100%$42.7M———
Advisory Alpha, LLC
N/A—147,592-147,592-100%$42.7M———
HighPoint Advisor Group LLC
N/A—147,139-147,139-100%$42.6M———
King Wealth Management Group
N/A—147,101-147,101-100%$42.6M———
GuideStone Capital Management, LLC
N/A—146,788-146,788-100%$42.5M———
Greenwoods Asset Management Hong Kong Ltd.
N/A—146,668-146,668-100%$42.4M———
Conway Capital Management, Inc.
N/A—145,418-145,418-100%$42.1M———
Edgewood Management LLC
N/A—145,289-145,289-100%$42.0M———
One Wealth Advisors, LLC
N/A—143,505-143,505-100%$41.5M———
Waterloo Capital, L.P.
N/A—143,351-143,351-100%$41.5M———
Hilltop Holdings Inc.
N/A—143,296-143,296-100%$41.5M———
Colonial Trust Co / SC
N/A—142,835-142,835-100%$41.3M———
Marietta Investment Partners LLC
N/A—142,539-142,539-100%$41.2M———
Callahan Advisors, LLC
N/A—141,395-141,395-100%$40.9M———
Bogart Wealth, LLC
N/A—141,376-141,376-100%$40.9M———
Rothschild Capital Partners, LLC
N/A—141,322-141,322-100%$40.9M———
LMR Partners LLP
N/A—141,301-141,301-100%$40.9M———
Capital International LTD
N/A—141,094-141,094-100%$40.8M———
Renaissance Group LLC
N/A—140,868-140,868-100%$40.8M———
MJP Associates Inc
N/A—140,822-140,822-100%$40.7M———
Kiley Juergens Wealth Management, LLC
N/A—140,685-140,685-100%$40.7M———
Smith, Moore & Co.
N/A—140,230-140,230-100%$40.6M———
Elequin Capital, LP
N/A—140,003-140,003-100%$40.5M———
SageGuard Financial Group, LLC
N/A—139,881-139,881-100%$40.5M———
Stembrook Asset Management, LLC
N/A—139,603-139,603-100%$40.4M———
Algert Global LLC
N/A—138,789-138,789-100%$40.2M———
Capstone Financial Advisors, Inc.
N/A—138,711-138,711-100%$40.1M———
Tiff Advisory Services, LLC
N/A—137,967-137,967-100%$39.9M———
Motco
N/A—137,212-137,212-100%$39.7M———
Homestead Advisers Corp
N/A—136,900-136,900-100%$39.6M———
Kidder Stephen W
N/A—136,410-136,410-100%$39.5M———
Qtron Investments LLC
N/A—136,394-136,394-100%$39.5M———
Simmons Bank
N/A—136,153-136,153-100%$39.4M———
Westerkirk Capital Inc.
N/A—136,146-136,146-100%$39.4M———
Whalerock Point Partners, LLC
N/A—135,500-135,500-100%$39.2M———
Vision Retirement, LLC
N/A—135,311-135,311-100%$39.2M———
Icon Wealth Advisors, LLC
N/A—134,758-134,758-100%$39.0M———
Family Manage LLC
N/A—134,722-134,722-100%$39.0M———
Hardy Reed LLC
N/A—134,673-134,673-100%$39.0M———
Defiance ETFs, LLC
N/A—134,229-134,229-100%$39.5M———
Cape COD Five Cents Savings Bank
N/A—134,146-134,146-100%$38.8M———
Kintra Wealth, LLC
N/A—133,385-133,385-100%$40.7M———
1ST Source Bank
N/A—133,308-133,308-100%$38.6M———
Buffalo Business & Estate Services LTD
N/A—133,081-133,081-100%$38.5M———
Hayek Kallen Investment Management
N/A—132,590-132,590-100%$38.4M———
Pettyjohn, Wood & White, Inc
N/A—131,897-131,897-100%$38.2M———
First National Advisers, LLC
N/A—131,469-131,469-100%$38.0M———
Harris Associates L P
N/A—131,305-131,305-100%$38.0M———
Insight Holdings Group, LLC
N/A—131,050-131,050-100%$37.9M———
Wedgewood Partners Inc
N/A—130,682-130,682-100%$37.8M———
Burling Wealth Partners, LLC
N/A—130,429-130,429-100%$37.7M———
Anchor Investment Management, LLC
N/A—130,094-130,094-100%$37.6M———
Stratos Investment Management, LLC
N/A—130,083-130,083-100%$37.6M———
Intrust Bank NA
N/A—129,689-129,689-100%$37.5M———
MainStreet Investment Advisors LLC
N/A—129,063-129,063-100%$37.3M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—128,572-128,572-100%$37.2M———
Proficio Capital Partners LLC
N/A—127,762-127,762-100%$37.0M———
Gateway Wealth Partners, LLC
N/A—127,474-127,474-100%$36.9M———
Tyche Wealth Partners LLC
N/A—127,353-127,353-100%$36.9M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—127,329-127,329-100%$36.8M———
Keel Point, LLC
N/A—127,320-127,320-100%$36.8M———
Resolute Wealth Strategies, LLC
N/A—127,167-127,167-100%$36.8M———
Canal Capital Management, LLC
N/A—127,013-127,013-100%$36.8M———
Rowlandmiller & Partners.adv
N/A—126,596-126,596-100%$36.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—126,528-126,528-100%$36.6M———
Knollwood Investment Advisory, LLC
N/A—126,467-126,467-100%$36.6M———
RFP Financial Group LLC
N/A—126,412-126,412-100%$36.6M———
CCM Investment Advisers LLC
N/A—126,090-126,090-100%$36.5M———
Regal Investment Advisors LLC
N/A—125,654-125,654-100%$36.4M———
Founders Financial Alliance, LLC
N/A—125,514-125,514-100%$36.3M———
Hills Bank & Trust Co
N/A—124,984-124,984-100%$36.2M———
Tradition Wealth Management, LLC
N/A—124,953-124,953-100%$36.2M———
Naviter Wealth, LLC
N/A—124,422-124,422-100%$36.0M———
1776 Wealth LLC
N/A—123,714-123,714-100%$35.8M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—123,199-123,199-100%$35.6M———
Meridiem Capital Partners LP
N/A—122,941-122,941-100%$35.6M———
Front Row Advisors LLC
N/A—122,461-122,461-100%$37.3M———
Meiji Yasuda Life Insurance Co
N/A—122,367-122,367-100%$35.4M———
Robinhood Asset Management, LLC
N/A—122,289-122,289-100%$35.4M———
Condor Capital Management
N/A—121,987-121,987-100%$35.3M———
RNC Capital Management LLC
N/A—121,966-121,966-100%$35.3M———
Hamilton Wealth, LLC
N/A—121,692-121,692-100%$35.2M———
American Money Management, LLC
N/A—120,845-120,845-100%$35.0M———
Ironwood Investment Counsel, LLC
N/A—120,730-120,730-100%$34.9M———
Hutchinson Capital Management
N/A—120,621-120,621-100%$34.9M———
Alley Investment Management Company, LLC
N/A—120,432-120,432-100%$34.8M———
CFO4Life Group, LLC
N/A—120,154-120,154-100%$34.8M———
Rheos Capital Works Inc.
N/A—120,000-120,000-100%$34.7M———
RBF Capital, LLC
N/A—120,000-120,000-100%$34.7M———
South Street Advisors LLC
N/A—119,506-119,506-100%$34.6M———
one8zero8, LLC
N/A—118,718-118,718-100%$34.4M———
Mark Asset Management LP
N/A—118,670-118,670-100%$34.3M———
Peak Asset Management, LLC
N/A—117,906-117,906-100%$34.1M———
Fairview Capital Investment Management, LLC
N/A—117,880-117,880-100%$34.1M———
Ibex Wealth Advisors
N/A—117,710-117,710-100%$34.1M———
Natural Investments, LLC
N/A—117,657-117,657-100%$34.0M———
Aventura Private Wealth, LLC
N/A—117,478-117,478-100%$34.0M———
Broderick Brian C
N/A—117,051-117,051-100%$33.9M———
First Western Trust Bank
N/A—116,839-116,839-100%$33.8M———
Gamco Investors, Inc. ET AL
N/A—116,796-116,796-100%$33.8M———
Beck Mack & Oliver LLC
N/A—116,462-116,462-100%$33.7M———
Zevin Asset Management LLC
N/A—116,067-116,067-100%$33.6M———
Legacy Capital Group California, Inc.
N/A—115,979-115,979-100%$33.6M———
GW&K Investment Management, LLC
N/A—115,761-115,761-100%$33.5M———
Holderness Investments Co
N/A—115,115-115,115-100%$33.3M———
Concentrum Wealth Management
N/A—114,893-114,893-100%$33.2M———
Institute for Wealth Management, Llc.
N/A—114,542-114,542-100%$33.1M———
Cornerstone Advisory, LLC
N/A—114,443-114,443-100%$33.1M———
Silver OAK Securities, Incorporated
N/A—113,961-113,961-100%$33.0M———
United Bank
N/A—113,760-113,760-100%$32.9M———
RPS Advisory Solutions LLC
N/A—113,444-113,444-100%$32.8M———
Zuckerman Investment Group, LLC
N/A—113,075-113,075-100%$32.7M———
Members Trust Co
N/A—112,996-112,996-100%$32.7M———
First National Bank & Trust Co of Newtown
N/A—112,986-112,986-100%$34.9M———
OAK Associates LTD
N/A—112,894-112,894-100%$32.7M———
Brookwood Investment Group LLC
N/A—112,765-112,765-100%$32.6M———
Liberty Wealth Management LLC
N/A—111,781-111,781-100%$28.4M———
Himalaya Capital Management LLC
N/A—110,600-110,600-100%$32.0M———
BSW Wealth Partners
N/A—110,137-110,137-100%$31.9M———
Proem Advisors LLC
N/A—110,000-110,000-100%$31.8M———
Claret Asset Management Corp
N/A—109,863-109,863-100%$31.8M———
Private Wealth Asset Management, LLC
N/A—109,636-109,636-100%$31.7M———
Kelly Lawrence W & Associates Inc
N/A—109,367-109,367-100%$31.6M———
Main Street Financial Solutions, LLC
N/A—108,886-108,886-100%$31.5M———
Decatur Capital Management, Inc.
N/A—107,989-107,989-100%$31.2M———
Covington Investment Advisors Inc.
N/A—107,968-107,968-100%$31.2M———
Guardian Wealth Advisors, LLC / NC
N/A—107,643-107,643-100%$31.1M———
Sierra Capital LLC
N/A—107,270-107,270-100%$31.0M———
Lester Murray Antman dba SimplyRich
N/A—107,218-107,218-100%$31.0M———
Trustmark Bank Trust Department
N/A—107,001-107,001-100%$31.0M———
Onex Canada Asset Management Inc.
N/A—106,485-106,485-100%$30.8M———
Oxbow Advisors, LLC
N/A—106,008-106,008-100%$30.7M———
Prestige Wealth Management Group LLC
N/A—106,001-106,001-100%$30.7M———
Wilmar Advisors LLC
N/A—106,000-106,000-100%$30.7M———
Cardiff Park Advisors, LLC
N/A—105,759-105,759-100%$30.6M———
Te Ahumairangi Investment Management Ltd
N/A—105,532-105,532-100%$30.5M———
Monetary Management Group Inc
N/A—105,227-105,227-100%$30.4M———
Science & Technology Partners, L.P.
N/A—104,985-104,985-100%$30.4M———
Verition Fund Management LLC
N/A—104,619-104,619-100%$30.3M———
Townsquare Capital LLC
N/A—104,106-104,106-100%$30.1M———
FourThought Financial Partners, LLC
N/A—103,715-103,715-100%$30.0M———
Platform Wealth Management, LLC
N/A—103,471-103,471-100%$29.9M———
Diamant Asset Management, Inc.
N/A—102,419-102,419-100%$29.6M———
Crewe Advisors LLC
N/A—102,418-102,418-100%$29.6M———
Stonebridge Financial Group, LLC
N/A—101,970-101,970-100%$29.5M———
Hilton Capital Management, LLC
N/A—101,580-101,580-100%$29.4M———
Yukon Wealth Management, Inc.
N/A—101,516-101,516-100%$29.4M———
Monograph Wealth Advisors, LLC
N/A—101,437-101,437-100%$29.4M———
Denali Advisors LLC
N/A—101,322-101,322-100%$29.3M———
Farmers National Bank
N/A—101,024-101,024-100%$29.2M———
Copos Capital B.V.
N/A—100,932-100,932-100%$29.2M———
LM Advisors LLC
N/A—100,835-100,835-100%$29.1M———
Torno Capital, LLC
N/A—100,000-100,000-100%$28.9M———
7G Capital Management, LLC
N/A—100,000-100,000-100%$28.9M———
Baldwin Investment Management, LLC
N/A—99,797-99,797-100%$28.9M———
Whale Rock Capital Management LLC
N/A—99,766-99,766-100%$28.9M———
Wittenberg Investment Management, Inc.
N/A—99,726-99,726-100%$28.9M———
Alexander Labrunerie & Co., Inc.
N/A—99,665-99,665-100%$28.8M———
Navalign, LLC
N/A—99,451-99,451-100%$28.8M———
Unisphere Establishment
N/A—99,300-99,300-100%$28.7M———
Cofg Advisors, LLC
N/A—99,233-99,233-100%$28.7M———
Trivium Point Advisory, LLC
N/A—99,152-99,152-100%$28.7M———
Baader Bank Aktiengesellschaft
N/A—98,949-98,949-100%$28.6M———
Strategic Investment Advisors / MI
N/A—98,426-98,426-100%$28.5M———
Mosaic Family Wealth Partners, LLC
N/A—98,333-98,333-100%$28.5M———
Gilder Gagnon Howe & Co LLC
N/A—97,955-97,955-100%$28.3M———
Harvey Capital Management Inc
N/A—97,665-97,665-100%$28.3M———
Elk River Wealth Management LLC
N/A—97,338-97,338-100%$28.2M———
Sompo Asset Management Co., Ltd.
N/A—96,559-96,559-100%$27.9M———
Strategic Global Advisors, LLC
N/A—95,277-95,277-100%$27.6M———
Chokshi & Queen Wealth Advisors, Inc
N/A—95,107-95,107-100%$27.5M———
Kemnay Advisory Services Inc.
N/A—94,671-94,671-100%$27.4M———
EagleClaw Capital Managment, LLC
N/A—94,398-94,398-100%$27.3M———
Titan Investment Solutions Ltd
N/A—94,272-94,272-100%$27.3M———
MSA Advisors, LLC
N/A—94,192-94,192-100%$27.3M———
Strait & Sound Wealth Management LLC
N/A—94,055-94,055-100%$27.2M———
DV Trading LLC
N/A—94,052-94,052-100%$27.2M———
Meridian Wealth Advisors, LLC
N/A—94,005-94,005-100%$27.2M———
Vertex Planning Partners, LLC
N/A—93,981-93,981-100%$27.2M———
Broadleaf Partners, LLC
N/A—93,535-93,535-100%$27.1M———
Bearing Point Capital, LLC
N/A—93,405-93,405-100%$27.0M———
Cambient Family Office, LLC
N/A—93,332-93,332-100%$27.0M———
Nelson Capital Management, LLC
N/A—93,035-93,035-100%$26.9M———
Palogic Value Management, L.P.
N/A—92,876-92,876-100%$26.9M———
National Philanthropic Trust
N/A—92,556-92,556-100%$26.8M———
Fortis Capital Advisors, LLC
N/A—92,232-92,232-100%$26.7M———
Keebeck Wealth Management
N/A—92,210-92,210-100%$26.7M———
Providence Capital Advisors, LLC
N/A—92,030-92,030-100%$26.6M———
Optas, LLC
N/A—91,699-91,699-100%$26.5M———
L & S Advisors Inc
N/A—91,162-91,162-100%$26.4M———
Quotient Wealth Partners, LLC
N/A—91,120-91,120-100%$26.4M———
QVT Financial LP
N/A—90,765-90,765-100%$26.3M———
Taylor Hoffman Capital Management LLC
N/A—90,398-90,398-100%$26.2M———
Horiko Capital Management LLC
N/A—90,216-90,216-100%$26.0M———
Legacy Financial Advisors, Inc.
N/A—90,105-90,105-100%$26.1M———
Walter & Keenan Wealth Management LLC
N/A—89,982-89,982-100%$26.0M———
Aimz Investment Advisors, LLC
N/A—89,665-89,665-100%$25.9M———
Tudor Investment Corp ET AL
N/A—89,254-89,254-100%$25.8M———
AssuredPartners Investment Advisors, LLC
N/A—88,885-88,885-100%$25.7M———
Marex Group Ltd
N/A—88,784-88,784-100%$25.7M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—88,522-88,522-100%$25.6M———
Asset Management Group, Inc.
N/A—88,422-88,422-100%$25.6M———
Loomis Sayles & Co L P
N/A—88,031-88,031-100%$25.5M———
Icici Prudential Asset Management Co Ltd
N/A—87,981-87,981-100%$25.5M———
PFC Capital Group, Inc.
N/A—87,931-87,931-100%$25.4M———
Rench Wealth Management, Inc.
N/A—87,651-87,651-100%$25.4M———
PCM Encore, LLC
N/A—87,454-87,454-100%$25.3M———
Haverford Financial Services, Inc.
N/A—87,030-87,030-100%$25.2M———
OneAscent Financial Services LLC
N/A—86,792-86,792-100%$25.1M———
Ethos Financial Group, LLC
N/A—86,531-86,531-100%$28.6M———
L2 Asset Management, LLC
N/A—86,513-86,513-100%$25.0M———
D L Carlson Investment Group Inc
N/A—86,421-86,421-100%$25.0M———
Riverview Capital Advisers, LLC
N/A—86,199-86,199-100%$24.9M———
Abacus FCF Advisors LLC
N/A—85,948-85,948-100%$24.9M———
Marble Wealth, LLC
N/A—85,524-85,524-100%$24.7M———
Potentia Wealth
N/A—85,374-85,374-100%$24.7M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—84,986-84,986-100%$24.6M———
M. Kulyk & Associates, LLC
N/A—84,780-84,780-100%$24.5M———
Mission Creek Capital Partners, Inc.
N/A—84,678-84,678-100%$19.3M———
Sustainable Insight Capital Management, LLC
N/A—84,508-84,508-100%$24.5M———
Vanguard National Trust Co
N/A—84,442-84,442-100%$24.4M———
Iyo Bank, Ltd.
N/A—84,350-84,350-100%$24.4M———
Hollencrest Capital Management
N/A—84,190-84,190-100%$24.4M———
Itau Unibanco Holding S.A.
N/A—84,189-84,189-100%$24.4M———
Financial Avengers, Inc.
N/A—84,154-84,154-100%$24.4M———
Bedel Financial Consulting, Inc.
N/A—84,110-84,110-100%$24.3M———
Dock Street Asset Management Inc
N/A—83,971-83,971-100%$24.3M———
Krane Funds Advisors LLC
N/A—83,806-83,806-100%$24.3M———
Mayflower Financial Advisors, LLC
N/A—83,785-83,785-100%$24.2M———
Brave Asset Management Inc
N/A—83,658-83,658-100%$24.2M———
Bernard Wealth Management Corp.
N/A—83,448-83,448-100%$24.1M———
Thornburg Investment Management Inc
N/A—83,343-83,343-100%$24.1M———
Intellus Advisors LLC
N/A—83,020-83,020-100%$24.0M———
Sterneck Capital Management, LLC
N/A—82,573-82,573-100%$23.9M———
Accent Capital Management, LLC
N/A—82,350-82,350-100%$23.8M———
Henson-Edgewater Management, LLC
N/A—81,809-81,809-100%$24.7M———
IQ EQ Fund Management (Ireland) Ltd
N/A—81,776-81,776-100%$23.7M———
Peak Planning Group, LLC
N/A—81,639-81,639-100%$23.6M———
Twin Lakes Capital Management, LLC
N/A—81,324-81,324-100%$23.5M———
GeoWealth Management, LLC
N/A—81,260-81,260-100%$23.5M———
Cypress Capital Management LLC (WY)
N/A—81,231-81,231-100%$23.5M———
Cahill Financial Advisors Inc
N/A—81,213-81,213-100%$23.5M———
Concord Investment Counsel Inc.
N/A—81,038-81,038-100%$22.7M———
Arini Capital Management Ltd
N/A—80,600-80,600-100%$23.3M———
Avalon Global Asset Management LLC
N/A—79,580-79,580-100%$23.0M———
Knightsbridge Asset Management, LLC
N/A—79,476-79,476-100%$23.0M———
Chelsea Counsel Co
N/A—79,379-79,379-100%$23.0M———
Ballast Advisors LLC
N/A—79,348-79,348-100%$23.0M———
Chancellor Financial Group WB LP
N/A—79,018-79,018-100%$22.9M———
Paragon Capital Management LLC
N/A—79,009-79,009-100%$22.9M———
Xcelsior Advisor Partners LLC
N/A—78,977-78,977-100%$22.9M———
Dynasty Wealth Management, LLC
N/A—78,794-78,794-100%$22.8M———
Heartland Bank & Trust Co
N/A—78,703-78,703-100%$22.8M———
WealthTrust Axiom LLC
N/A—77,880-77,880-100%$22.5M———
Fortis Capital Management LLC
N/A—77,846-77,846-100%$22.5M———
Cvfg LLC
N/A—77,497-77,497-100%$22.4M———
BW Gestao de Investimentos Ltda.
N/A—77,469-77,469-100%$22.4M———
HFR Wealth Management, LLC
N/A—77,226-77,226-100%$22.3M———
Act Two Investors LLC
N/A—77,201-77,201-100%$22.3M———
LaSalle St. Investment Advisors, LLC
N/A—77,189-77,189-100%$22.3M———
TRB Wealth Management, LLC
N/A—76,936-76,936-100%$22.3M———
Alteri Wealth LLC
N/A—76,935-76,935-100%$22.3M———
Atlas Wealth LLC
N/A—76,479-76,479-100%$22.1M———
O'rourke & Company, Inc
N/A—76,402-76,402-100%$22.1M———
Capital Counsel LLC
N/A—75,942-75,942-100%$22.0M———
Drucker Wealth 3.0, LLC
N/A—75,758-75,758-100%$21.9M———
Coleford Investment Management Ltd.
N/A—75,753-75,753-100%$21.9M———
Field & Main Bank
N/A—75,689-75,689-100%$21.9M———
Fort Point Capital Partners LLC
N/A—74,935-74,935-100%$21.7M———
Laffer Tengler Investments, Inc.
N/A—74,864-74,864-100%$21.7M———
Global Endowment Management, LP
N/A—74,820-74,820-100%$21.7M———
JTC Employer Solutions Trustee Ltd
N/A—74,641-74,641-100%$21.6M———
University of Illinois Foundation
N/A—74,454-74,454-100%$21.5M———
Clough Capital Partners L P
N/A—74,351-74,351-100%$21.5M———
M1 Capital Management LLC
N/A—74,315-74,315-100%$21.5M———
Papamarkou Wellner Asset Management inc.
N/A—74,145-74,145-100%$18.8M———
Citizens Business Bank
N/A—74,065-74,065-100%$21.4M———
N.E.W. Advisory Services LLC
N/A—73,976-73,976-100%$21.4M———
First Commonwealth Financial Corp
N/A—73,890-73,890-100%$21.4M———
Somerville Kurt F
N/A—73,399-73,399-100%$21.2M———
W1m Asset Management Ltd
N/A—72,701-72,701-100%$21.0M———
SHP Wealth Management
N/A—72,561-72,561-100%$21.0M———
FLC Capital Advisors
N/A—72,246-72,246-100%$20.9M———
Manhattan West Asset Management, LLC
N/A—72,224-72,224-100%$20.9M———
Ellevest, Inc.
N/A—72,186-72,186-100%$20.6M———
Quest Investment Management LLC
N/A—71,955-71,955-100%$20.8M———
Liberty Square Wealth Partners LLC
N/A—71,864-71,864-100%$20.8M———
Empirical Asset Management, LLC
N/A—71,730-71,730-100%$20.8M———
Accretive Wealth Partners, LLC
N/A—71,724-71,724-100%$20.8M———
Aviso Financial Inc.
N/A—71,450-71,450-100%$20.7M———
Waddell & Associates, LLC
N/A—71,385-71,385-100%$20.7M———
Bank of Nova Scotia Trust Co
N/A—71,257-71,257-100%$20.6M———
Settian Capital LP
N/A—70,900-70,900-100%$20.5M———
Crews Bank & Trust
N/A—70,608-70,608-100%$20.4M———
Pasadena Private Wealth, LLC
N/A—70,394-70,394-100%$20.4M———
Parallax Volatility Advisers, L.P.
N/A—70,306-70,306-100%$20.3M———
Puzo Michael J
N/A—70,293-70,293-100%$20.3M———
Borer Denton & Associates, Inc.
N/A—69,924-69,924-100%$20.2M———
Manning & Napier Advisors LLC
N/A—69,737-69,737-100%$20.2M———
Lathrop Investment Management Co
N/A—69,721-69,721-100%$20.2M———
ProVise Management Group, LLC
N/A—69,472-69,472-100%$20.1M———
Palumbo Wealth Management LLC
N/A—69,432-69,432-100%$20.1M———
Hexagon Capital Partners LLC
N/A—69,381-69,381-100%$20.1M———
Twin Peaks Wealth Advisors, LLC
N/A—68,986-68,986-100%$20.0M———
LRI Investments, LLC
N/A—68,905-68,905-100%$19.9M———
HHM Wealth Advisors, LLC
N/A—68,653-68,653-100%$19.9M———
Aspen Grove Capital, LLC
N/A—68,187-68,187-100%$19.7M———
Core Alternative Capital
N/A—68,020-68,020-100%$19.7M———
Allied Private Wealth LLC
N/A—67,800-67,800-100%$21.2M———
Pincus Capital Management, LP
N/A—67,634-67,634-100%$19.6M———
Planning Alternatives LTD
N/A—67,560-67,560-100%$19.5M———
Martin Investment Management, LLC
N/A—67,514-67,514-100%$19.5M———
VeraBank, N.A.
N/A—67,452-67,452-100%$19.5M———
Wescott Financial Advisory Group, LLC
N/A—67,427-67,427-100%$19.5M———
First Dallas Securities Inc.
N/A—67,352-67,352-100%$19.5M———
Ketron Financial
N/A—67,128-67,128-100%$19.4M———
Walleye Trading LLC
N/A—67,040-67,040-100%$19.4M———
Sivia Capital Partners, LLC
N/A—67,023-67,023-100%$19.4M———
Centric Wealth Management
N/A—66,927-66,927-100%$18.5M———
Baron Silver Stevens Financial Advisors, LLC
N/A—66,717-66,717-100%$19.3M———
All Terrain Financial Advisors, LLC
N/A—66,655-66,655-100%$19.3M———
Frisch Financial Group, Inc.
N/A—66,654-66,654-100%$19.3M———
Stonebrook Private Inc.
N/A—66,631-66,631-100%$19.3M———
Round Rock Advisors LLC
N/A—66,412-66,412-100%$19.2M———
Blue Edge Capital, LLC
N/A—65,501-65,501-100%$19.0M———
Bollard Group LLC
N/A—65,429-65,429-100%$18.9M———
Swan Global Investments, LLC
N/A—65,417-65,417-100%$18.9M———
WNY Asset Management, LLC
N/A—65,147-65,147-100%$18.9M———
Dover Advisors, LLC
N/A—64,930-64,930-100%$17.7M———
Charter Research & Investment Group, Inc.
N/A—64,915-64,915-100%$18.8M———
CVA Family Office, LLC
N/A—64,859-64,859-100%$18.8M———
Northstar Asset Management Inc
N/A—64,819-64,819-100%$18.8M———
Olde Wealth Management, LLC
N/A—64,772-64,772-100%$18.7M———
Bay Rivers Group
N/A—64,451-64,451-100%$18.6M———
Balanced Wealth Group LLC
N/A—64,348-64,348-100%$18.6M———
Strategic Financial Services, Inc.
N/A—63,958-63,958-100%$18.5M———
Roberts Glore & Co Inc
N/A—63,843-63,843-100%$18.5M———
11 Capital Partners LP
N/A—63,570-63,570-100%$18.4M———
Channel Wealth LLC
N/A—63,133-63,133-100%$18.3M———
CIM, LLC
N/A—62,726-62,726-100%$18.2M———
Georgetown University
N/A—62,665-62,665-100%$18.1M———
Drive Wealth Management, LLC
N/A—62,659-62,659-100%$18.1M———
Kensington Investment Counsel, LLC
N/A—62,542-62,542-100%$18.1M———
Trivant Custom Portfolio Group, LLC
N/A—62,494-62,494-100%$18.1M———
Doheny Asset Management
N/A—62,437-62,437-100%$18.1M———
Lbmc Investment Advisors, LLC
N/A—62,360-62,360-100%$18.0M———
Muhlenkamp & Co Inc
N/A—62,125-62,125-100%$18.0M———
Sandy Cove Advisors, LLC
N/A—62,103-62,103-100%$18.0M———
Kapstone Financial Advisors LLC
N/A—61,991-61,991-100%$17.9M———
Glassy Mountain Advisors, Inc.
N/A—61,860-61,860-100%$17.9M———
Thames Capital Management LLC
N/A—61,806-61,806-100%$17.9M———
Hudson Value Partners, LLC
N/A—61,779-61,779-100%$17.9M———
Magnolia Capital Advisors LLC
N/A—61,693-61,693-100%$17.9M———
Old North State Trust, LLC
N/A—61,415-61,415-100%$17.8M———
Wealthquest Corp
N/A—61,154-61,154-100%$17.7M———
Atlas Legacy Advisors, LLC
N/A—61,151-61,151-100%$17.2M———
Goldstone Financial Group, LLC
N/A—61,128-61,128-100%$17.7M———
TFR Capital, Llc.
N/A—61,059-61,059-100%$17.7M———
Nicola Wealth Management Ltd.
N/A—61,000-61,000-100%$17.7M———
JT Stratford LLC
N/A—60,579-60,579-100%$17.5M———
Lavaca Capital LLC
N/A—60,576-60,576-100%$17.5M———
Pgim Custom Harvest LLC
N/A—60,329-60,329-100%$17.5M———
Bank OZK
N/A—60,117-60,117-100%$17.4M———
Delta Investment Management, LLC
N/A—60,014-60,014-100%$17.4M———
Duncan Williams Asset Management, LLC
N/A—59,689-59,689-100%$17.3M———
Miramar Capital, LLC
N/A—59,685-59,685-100%$17.3M———
Advocacy Wealth Management, LLC
N/A—59,497-59,497-100%$17.2M———
Hamel Associates, Inc.
N/A—59,477-59,477-100%$17.2M———
Range Advisory, LLC
N/A—59,364-59,364-100%$17.2M———
Highview Capital Management LLC
N/A—59,240-59,240-100%$17.1M———
Slagle Financial, LLC
N/A—59,079-59,079-100%$17.1M———
Basecamp Wealth Advisors LLC
N/A—59,064-59,064-100%$17.1M———
Delaney Dennis R
N/A—58,987-58,987-100%$17.1M———
Stonebridge Capital Management Inc
N/A—58,694-58,694-100%$17.0M———
United American Securities Inc. (d/b/a UAS Asset Management)
N/A—58,513-58,513-100%$16.9M———
Bantamac Capital, LLC
N/A—58,472-58,472-100%$16.9M———
TriCert Investment Counsel Inc.
N/A—58,366-58,366-100%$16.9M———
Tulsa Wealth Advisors, Inc
N/A—58,325-58,325-100%$16.9M———
Madison Wealth Partners, Inc
N/A—57,702-57,702-100%$16.7M———
Hodges Capital Management Inc.
N/A—57,614-57,614-100%$16.7M———
NWK Group, Inc.
N/A—57,600-57,600-100%$16.7M———
Proactive Wealth Strategies LLC
N/A—57,593-57,593-100%$16.7M———
Flatrock Wealth Partners LLC
N/A—57,381-57,381-100%$16.6M———
RPg Family Wealth Advisory, LLC
N/A—57,280-57,280-100%$16.6M———
Humankind Investments LLC
N/A—56,800-56,800-100%$16.4M———
Seeds Investor LLC
N/A—56,790-56,790-100%$16.4M———
Tiemann Investment Advisors, LLC
N/A—56,659-56,659-100%$16.4M———
Alkeon Capital Management LLC
N/A—56,627-56,627-100%$16.4M———
BOK Financial Private Wealth, Inc.
N/A—56,621-56,621-100%$16.4M———
Concentric Capital Strategies, LP
N/A—56,565-56,565-100%$16.4M———
Glen Eagle Advisors, LLC
N/A—56,302-56,302-100%$16.3M———
American Trust
N/A—56,242-56,242-100%$16.3M———
Wimmer Associates 1, LLC
N/A—56,240-56,240-100%$16.3M———
Wills Financial Group LLC
N/A—56,193-56,193-100%$16.3M———
Rothschild Wealth LLC
N/A—55,993-55,993-100%$16.2M———
Compass Capital Management, Inc
N/A—55,900-55,900-100%$16.2M———
Financial Advisors Network, Inc.
N/A—55,888-55,888-100%$16.2M———
IFC Advisors LLC
N/A—55,730-55,730-100%$16.1M———
Satovsky Asset Management LLC
N/A—55,517-55,517-100%$16.1M———
Daybright Advisory Services, Inc.
N/A—55,405-55,405-100%$17.1M———
Abbot Financial Management, Inc.
N/A—55,294-55,294-100%$16.0M———
Redwood Investment Management, LLC
N/A—55,173-55,173-100%$16.0M———
Resurgent Financial Advisors LLC
N/A—55,146-55,146-100%$16.0M———
Timber Creek Capital Management LLC
N/A—54,818-54,818-100%$15.9M———
Connable Office Inc
N/A—54,814-54,814-100%$15.9M———
Carroll Investors, Inc
N/A—54,556-54,556-100%$15.8M———
Marathon Trading Investment Management LLC
N/A—54,342-54,342-100%$15.7M———
Ameriflex Group, Inc.
N/A—54,111-54,111-100%$15.7M———
Graybill Wealth Management, Ltd.
N/A—54,059-54,059-100%$15.6M———
Sagewood Asset Management LP
N/A—53,792-53,792-100%$15.6M———
Painted Porch Advisors LLC
N/A—53,742-53,742-100%$15.6M———
Bellevue Asset Management, LLC
N/A—53,609-53,609-100%$15.5M———
Matthew 25 Management Corp
N/A—53,500-53,500-100%$15.5M———
Lafayette Investments, Inc.
N/A—53,412-53,412-100%$15.5M———
Rock Point Advisors, LLC
N/A—53,323-53,323-100%$15.4M———
Cary Street Partners Investment Advisory LLC
N/A—53,288-53,288-100%$15.4M———
Evernest Financial Advisors, LLC
N/A—53,254-53,254-100%$15.4M———
EWA, LLC
N/A—53,244-53,244-100%$15.4M———
Trinity Legacy Partners, LLC
N/A—53,070-53,070-100%$17.7M———
Atmos Capital Gestao de Recursos Ltda.
N/A—52,922-52,922-100%$15.3M———
Cladis Investment Advisory, LLC
N/A—52,922-52,922-100%$15.3M———
St. Nicholas Private Asset Management, Inc
N/A—52,921-52,921-100%$15.3M———
Jupiter Wealth Management LLC
N/A—52,882-52,882-100%$15.3M———
Fourth Dimension Wealth, LLC
N/A—52,823-52,823-100%$15.3M———
Peninsula Asset Management Inc
N/A—52,696-52,696-100%$15.2M———
Millstone Evans Group, LLC
N/A—52,690-52,690-100%$15.2M———
Sovereign Financial Group, Inc.
N/A—52,627-52,627-100%$15.2M———
Northwest Bancshares, Inc.
N/A—52,554-52,554-100%$15.2M———
Alaethes Wealth, LLC
N/A—52,453-52,453-100%$15.2M———
Fortress Private Ledger, LLC
N/A—52,168-52,168-100%$15.1M———
Meadowbrook Advisors Group, LLC
N/A—52,103-52,103-100%$15.1M———
Next Century Growth Investors LLC
N/A—51,841-51,841-100%$15.0M———
Calton & Associates, Inc.
N/A—51,716-51,716-100%$15.0M———
Lummis Asset Management, LP
N/A—51,505-51,505-100%$15.9M———
White Pine Capital LLC
N/A—51,475-51,475-100%$14.9M———
KKM Financial LLC
N/A—51,470-51,470-100%$14.9M———
CNB Bank
N/A—51,467-51,467-100%$14.9M———
Calydon Capital
N/A—51,457-51,457-100%$14.9M———
Himension Capital (Singapore) Pte. Ltd.
N/A—51,296-51,296-100%$14.8M———
Fukoku Mutual Life Insurance Co
N/A—51,262-51,262-100%$14.8M———
WFA of San Diego, LLC
N/A—51,167-51,167-100%$15.6M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—51,138-51,138-100%$14.8M———
Westend Capital Management, LLC
N/A—51,023-51,023-100%$14.8M———
Game Plan Financial Advisors, LLC
N/A—50,681-50,681-100%$14.7M———
BWM Planning, LLC
N/A—50,515-50,515-100%$14.6M———
Warner Group LLC
N/A—50,510-50,510-100%$14.6M———
Capital Fund Management S.A.
N/A—50,461-50,461-100%$14.6M———
Quantum Portfolio Management LLC
N/A—50,394-50,394-100%$14.6M———
Paces Ferry Wealth Advisors, LLC
N/A—50,357-50,357-100%$14.6M———
Vista Capital Partners, Inc.
N/A—50,214-50,214-100%$14.5M———
Purkiss Capital Advisors LLC
N/A—50,053-50,053-100%$14.5M———
Advyzon Investment Management, LLC
N/A—49,998-49,998-100%$14.5M———
Clearwater Capital Advisors, LLC
N/A—49,975-49,975-100%$14.5M———
B & T Capital Management DBA Alpha Capital Management
N/A—49,931-49,931-100%$14.4M———
DCM Advisors, LLC
N/A—49,554-49,554-100%$14.2M———
Gardner Lewis Asset Management L P
N/A—49,428-49,428-100%$14.3M———
Cornerstone Capital, Inc.
N/A—49,143-49,143-100%$14.2M———
Boston Research & Management Inc
N/A—49,123-49,123-100%$14.2M———
Garrison Point Advisors, LLC
N/A—49,095-49,095-100%$14.2M———
V. M. Manning & Co., Inc.
N/A—48,923-48,923-100%$14.2M———
Okabena Investment Services Inc
N/A—48,837-48,837-100%$14.1M———
Cloud Capital Management, LLC
N/A—48,696-48,696-100%$14.1M———
JPL Wealth Management, LLC
N/A—48,524-48,524-100%$14.0M———
Tsai Capital Corp
N/A—48,495-48,495-100%$14.0M———
Impact Partnership Wealth, LLC
N/A—48,413-48,413-100%$14.0M———
Everpar Advisors LLC
N/A—48,301-48,301-100%$14.0M———
Port Capital LLC
N/A—48,058-48,058-100%$13.9M———
United Bank
N/A—47,939-47,939-100%$13.9M———
Tiaa Trust, National Association
N/A—47,935-47,935-100%$13.9M———
Carl P. Sherr & Co., LLC
N/A—47,866-47,866-100%$13.9M———
One Wealth Management Investment & Advisory Services, LLC
N/A—47,792-47,792-100%$13.8M———
Navellier & Associates Inc
N/A—47,780-47,780-100%$13.8M———
Brentview Investment Management LLC
N/A—47,644-47,644-100%$13.8M———
Menlo Advisors LLC
N/A—47,097-47,097-100%$13.6M———
Strategic Investment Solutions, Inc.
N/A—47,049-47,049-100%$13.6M———
Lombard Odier Asset Management (Europe) Ltd
N/A—46,997-46,997-100%$13.6M———
LeClair Wealth Partners LLC
N/A—46,905-46,905-100%$13.6M———
Union Heritage Capital, LLC
N/A—46,888-46,888-100%$13.6M———
Marshall Financial Group, LLC
N/A—46,770-46,770-100%$13.5M———
Truvestments Capital LLC
N/A—46,760-46,760-100%$13.5M———
Broadwater Capital Management LLC
N/A—46,691-46,691-100%$13.5M———
Caldwell Sutter Capital, Inc.
N/A—46,641-46,641-100%$13.5M———
Hall Capital Management Co Inc
N/A—46,511-46,511-100%$13.5M———
AMJ Financial Wealth Management
N/A—46,367-46,367-100%$11.8M———
GWN Securities Inc.
N/A—46,288-46,288-100%$13.4M———
Sandhill Capital Partners LLC
N/A—46,137-46,137-100%$13.4M———
Investor's Fiduciary Advisor Network, LLC
N/A—46,099-46,099-100%$13.3M———
Maridea Wealth Management LLC
N/A—46,089-46,089-100%$13.3M———
Faithward Advisors, LLC
N/A—46,051-46,051-100%$13.3M———
Delta Asset Management LLC
N/A—46,005-46,005-100%$13.3M———
Triton Financial Group Inc
N/A—45,860-45,860-100%$13.3M———
Sands Capital Management, LLC
N/A—45,598-45,598-100%$13.2M———
McGinn Penninger Investment Management, Inc.
N/A—45,330-45,330-100%$13.1M———
East Coast Asset Management, Llc.
N/A—45,243-45,243-100%$13.1M———
Stansberry Asset Management, LLC
N/A—45,101-45,101-100%$13.1M———
Ardsley Advisory Partners LP
N/A—45,000-45,000-100%$13.0M———
Vance Wealth, LLC
N/A—44,750-44,750-100%$12.9M———
Owen LaRue, LLC
N/A—44,685-44,685-100%$12.9M———
Orion Capital Management LLC
N/A—44,626-44,626-100%$12.9M———
West Family Investments, Inc.
N/A—44,337-44,337-100%$12.8M———
Fox Hill Wealth Management
N/A—44,332-44,332-100%$12.8M———
Drexel Morgan & Co.
N/A—44,296-44,296-100%$12.8M———
Chesapeake Wealth Management
N/A—44,187-44,187-100%$12.8M———
Ponta Wealth Partners, LLC
N/A—44,116-44,116-100%$12.8M———
Cambria Investment Management, L.P.
N/A—43,986-43,986-100%$12.7M———
Laraway Financial Advisors Inc
N/A—43,981-43,981-100%$12.7M———
Greenline Partners, LLC
N/A—43,979-43,979-100%$12.7M———
Peregrine Asset Advisers, Inc.
N/A—43,886-43,886-100%$12.7M———
Windle Wealth, LLC
N/A—43,651-43,651-100%$12.6M———
Betterment LLC
N/A—43,524-43,524-100%$12.6M———
Elefante Mark B
N/A—43,366-43,366-100%$12.5M———
Karani Asset Management LLC
N/A—43,229-43,229-100%$12.5M———
Cascades Capital Asset Management, LLC
N/A—43,122-43,122-100%$12.5M———
Stevens Capital Management LP
N/A—43,010-43,010-100%$12.4M———
Greykasell Wealth Strategies, Inc.
N/A—42,995-42,995-100%$12.4M———
Wealthedge Investment Advisors, LLC
N/A—42,955-42,955-100%$12.4M———
Mason & Associates Inc
N/A—42,888-42,888-100%$12.4M———
CCG Wealth Management, LLC
N/A—42,849-42,849-100%$12.4M———
Bienville Capital Management, LLC
N/A—42,792-42,792-100%$12.4M———
Ranch Capital Advisors Inc.
N/A—42,763-42,763-100%$12.4M———
Astoria Portfolio Advisors Llc.
N/A—42,677-42,677-100%$12.3M———
Vectors Research Management, LLC
N/A—42,596-42,596-100%$12.3M———
Dunhill Financial, LLC
N/A—42,563-42,563-100%$12.3M———
Forum Finance Group S.A.
N/A—42,555-42,555-100%$10.0K———
WealthShield Partners, LLC
N/A—42,498-42,498-100%$12.3M———
Mathes Company, Inc.
N/A—42,476-42,476-100%$12.3M———
Acorns Advisers, LLC
N/A—42,388-42,388-100%$12.3M———
Nvest Financial, LLC
N/A—42,290-42,290-100%$12.2M———
Atlas Capital Advisors Inc.
N/A—42,218-42,218-100%$12.2M———
Coppell Advisory Solutions LLC
N/A—42,130-42,130-100%$2.2K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—41,955-41,955-100%$12.1M———
Notis-McConarty Edward
N/A—41,716-41,716-100%$12.1M———
IMA Advisory Services, Inc.
N/A—41,707-41,707-100%$12.1M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—41,662-41,662-100%$12.1M———
Pacific SUN Financial Corp
N/A—41,661-41,661-100%$12.1M———
Chase Investment Counsel Corp
N/A—41,405-41,405-100%$12.0M———
Blackhawk Capital Partners, LLC
N/A—41,342-41,342-100%$12.0M———
Integrated Investment Consultants, LLC
N/A—41,160-41,160-100%$11.9M———
CM Wealth Advisors LLC
N/A—41,103-41,103-100%$11.9M———
Northstar Advisory Group, LLC
N/A—41,089-41,089-100%$11.9M———
Kane Investment Management, Inc.
N/A—40,850-40,850-100%$11.8M———
Invst, LLC
N/A—40,749-40,749-100%$11.8M———
CIM Investment Management Inc
N/A—40,733-40,733-100%$11.8M———
BankPlus Trust Department
N/A—40,657-40,657-100%$11.8M———
Aspire Growth Partners LLC
N/A—40,583-40,583-100%$11.7M———
Landing Point Financial Group, LLC
N/A—40,564-40,564-100%$11.7M———
Lionhunter Capital Management, LLC
N/A—40,563-40,563-100%$11.7M———
Annandale Capital, LLC
N/A—40,508-40,508-100%$11.7M———
Argent Advisors, Inc.
N/A—40,317-40,317-100%$11.7M———
Oder Investment Management, LLC
N/A—40,295-40,295-100%$11.7M———
Mattson Financial Services, LLC
N/A—40,151-40,151-100%$13.4M———
KP Management LLC
N/A—40,000-40,000-100%$11.6M———
Chou Associates Management Inc.
N/A—40,000-40,000-100%$11.6M———
Cyber Hornet ETFs LLC
N/A—39,998-39,998-100%$11.6M———
Hartford Funds Management Co LLC
N/A—39,800-39,800-100%$11.5M———
Martin & Co Inc
N/A—39,688-39,688-100%$11.5M———
Garden State Investment Advisory Services LLC
N/A—39,523-39,523-100%$11.4M———
Harbor Advisory Corp
N/A—39,493-39,493-100%$11.4M———
Cetera Trust Company, N.a
N/A—39,492-39,492-100%$11.4M———
44 Wealth Management LLC
N/A—39,217-39,217-100%$11.3M———
Ellenbecker Investment Group
N/A—39,082-39,082-100%$11.3M———
Novak & Powell Financial Services, Inc.
N/A—38,819-38,819-100%$11.2M———
Wealth Advisors of Tampa Bay, LLC
N/A—38,746-38,746-100%$11.2M———
Safeguard Investment Advisory Group, LLC
N/A—38,687-38,687-100%$11.2M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—38,575-38,575-100%$11.2M———
Osprey Private Wealth LLC
N/A—38,526-38,526-100%$11.1M———
Security National Bank of SO DAK
N/A—38,468-38,468-100%$11.1M———
Lifeworks Advisors, LLC
N/A—38,379-38,379-100%$11.1M———
CoreFirst Bank & Trust
N/A—38,233-38,233-100%$11.1M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—38,212-38,212-100%$11.1M———
Alta Wealth Advisors LLC
N/A—38,137-38,137-100%$11.0M———
SGL Investment Advisors, Inc.
N/A—38,055-38,055-100%$11.7M———
Wayfinding Financial, LLC
N/A—37,830-37,830-100%$10.9M———
Chaney Capital Management, Inc.
N/A—37,821-37,821-100%$10.9M———
Meramec Financial Planners, LLC
N/A—37,781-37,781-100%$12.7M———
Boxwood Ventures, Inc.
N/A—37,745-37,745-100%$10.9M———
Eaton Financial Holdings Company, LLC
N/A—37,731-37,731-100%$10.9M———
Bernicke Wealth Management, Ltd.
N/A—37,624-37,624-100%$10.9M———
Wescap Management Group, Inc.
N/A—37,575-37,575-100%$10.9M———
Quattro Advisors LLC
N/A—37,435-37,435-100%$10.8M———
Wisconsin Capital Management LLC
N/A—37,386-37,386-100%$10.8M———
Patron Partners, LLC
N/A—37,153-37,153-100%$10.8M———
Beacon Investment Advisors LLC
N/A—37,125-37,125-100%$10.7M———
Keynote Financial Services LLC
N/A—37,054-37,054-100%$10.7M———
Banco BTG Pactual S.A.
N/A—37,004-37,004-100%$10.7M———
Bruce & Co., Inc.
N/A—36,900-36,900-100%$10.7M———
Rodgers Brothers Inc.
N/A—36,812-36,812-100%$10.7M———
Security National Bank of Sioux City Iowa
N/A—36,623-36,623-100%$10.6M———
Headinvest, LLC
N/A—36,593-36,593-100%$10.6M———
First National Bank of Hutchinson
N/A—36,582-36,582-100%$10.6M———
Corus Family Wealth Advisors
N/A—36,543-36,543-100%$10.6M———
Hilltop Partners LLC
N/A—36,492-36,492-100%$10.6M———
Meridian Wealth Partners, LLC
N/A—36,455-36,455-100%$10.5M———
AFT, Forsyth & Company, Inc.
N/A—36,428-36,428-100%$10.5M———
Wrapmanager Inc
N/A—36,387-36,387-100%$10.5M———
US Asset Management LLC
N/A—36,364-36,364-100%$10.5M———
Vega Investment Solutions
N/A—36,134-36,134-100%$10.5M———
Legato Capital Management LLC
N/A—36,076-36,076-100%$10.4M———
Orleans Capital Management Corp
N/A—36,031-36,031-100%$10.4M———
Alesco Advisors, LLC, An ESL Co
N/A—36,001-36,001-100%$10.4M———
Granite Harbor Advisors, Inc.
N/A—35,916-35,916-100%$10.4M———
Innovative Asset Advisors Group, LLC
N/A—35,827-35,827-100%$10.4M———
Intrepid Financial Planning Group LLC
N/A—35,792-35,792-100%$10.4M———
Summit Wealth Partners, LLC
N/A—35,521-35,521-100%$10.3M———
Alan B Lancz & Associates, Inc.
N/A—35,482-35,482-100%$10.3M———
Ritter Daniher Financial Advisory LLC / de
N/A—35,444-35,444-100%$10.3M———
Storgate, LLC
N/A—35,240-35,240-100%$10.2M———
Advance Capital Management, Inc.
N/A—35,225-35,225-100%$10.2M———
Cambridge Financial Group, Inc.
N/A—34,733-34,733-100%$10.1M———
Cypress Funds LLC
N/A—34,692-34,692-100%$10.0M———
CMT Capital Markets Trading GmbH
N/A—34,687-34,687-100%$10.0M———
Goepper Burkhardt LLC
N/A—34,583-34,583-100%$10.0M———
Vines Capital Management, LLC
N/A—34,555-34,555-100%$10.0M———
Cheviot Value Management, LLC
N/A—34,484-34,484-100%$10.0M———
Cape ANN Savings Bank
N/A—34,340-34,340-100%$9.9M———
Castlefield Investment Partners LLP
N/A—34,208-34,208-100%$9.9M———
Yarger Wealth Strategies, LLC
N/A—34,147-34,147-100%$10.8M———
New World Advisors LLC
N/A—33,952-33,952-100%$9.8M———
Westfuller Advisors, LLC
N/A—33,909-33,909-100%$9.8M———
American Trust Investment Advisors, LLC
N/A—33,905-33,905-100%$9.8M———
Regency Capital Management Inc.\DE
N/A—33,857-33,857-100%$9.8M———
Planning Directions Inc
N/A—33,856-33,856-100%$9.8M———
Rockbridge Asset Management LLC
N/A—33,578-33,578-100%$9.7M———
Seaview Investment Managers LLC
N/A—33,564-33,564-100%$9.7M———
Wealthspire Retirement, LLC
N/A—33,554-33,554-100%$9.9M———
Portland Global Advisors LLC
N/A—33,422-33,422-100%$9.7M———
Wilson & Boucher Capital Management, LLC
N/A—33,268-33,268-100%$9.6M———
Bulltick Wealth Management, LLC
N/A—33,263-33,263-100%$9.6M———
Alpine Woods Capital Investors, LLC
N/A—33,261-33,261-100%$9.6M———
Lcnb Corp
N/A—33,222-33,222-100%$9.6M———
Transamerica Financial Advisors, LLC
N/A—33,214-33,214-100%$9.6M———
Bull Harbor Capital LLC
N/A—33,205-33,205-100%$9.6M———
Morse Asset Management, Inc
N/A—33,074-33,074-100%$9.6M———
Pitcairn Wealth Advisors LLC
N/A—33,057-33,057-100%$9.6M———
Saranac Partners Ltd
N/A—32,986-32,986-100%$9.5M———
Mayport, LLC
N/A—32,951-32,951-100%$9.5M———
FPC Investment Advisory, Inc.
N/A—32,762-32,762-100%$10.9M———
Dempze Nancy E
N/A—32,682-32,682-100%$9.5M———
Aft, Forsyth & Sober, LLC
N/A—32,600-32,600-100%$8.3M———
Opus Investment Management Inc
N/A—32,400-32,400-100%$9.4M———
Brio Consultants, LLC
N/A—32,230-32,230-100%$9.3M———
Godshalk Welsh Capital Management, Inc.
N/A—32,177-32,177-100%$9.3M———
Corsicana & Co.
N/A—32,175-32,175-100%$9.3M———
Jackson Thornton Wealth Management, LLC
N/A—32,148-32,148-100%$9.3M———
Coastwise Capital Group, LLC
N/A—32,123-32,123-100%$9.3M———
Titiun Yejiel
N/A—32,111-32,111-100%$9.3M———
Napier Financial, LLC
N/A—32,083-32,083-100%$9.3M———
Norris Financial Group, LLC
N/A—32,001-32,001-100%$9.3M———
Saba Capital Management, L.P.A
N/A—31,981-31,981-100%$9.3M———
Investment Advisory Group, LLC
N/A—31,944-31,944-100%$9.2M———
Grace & Mercy Foundation, Inc.
N/A—31,900-31,900-100%$9.2M———
Asahi Life Asset Management Co., Ltd.
N/A—31,883-31,883-100%$9.2M———
Select Asset Management & Trust
N/A—31,831-31,831-100%$9.2M———
Advisors Preferred, LLC
N/A—31,777-31,777-100%$9.8M———
Omnia Family Wealth, LLC
N/A—31,756-31,756-100%$9.2M———
Per Stirling Capital Management, Llc.
N/A—31,718-31,718-100%$9.2M———
Mizuho Markets Americas LLC
N/A—31,699-31,699-100%$9.2M———
Clarion Wealth Managment Partners, LLC
N/A—31,640-31,640-100%$9.2M———
E-Wealth Partners, LLC
N/A—31,552-31,552-100%$9.1M———
Infusive Asset Management Inc.
N/A—31,496-31,496-100%$9.1M———
Dodge & COX
N/A—31,382-31,382-100%$9.1M———
Forty-three Eighteen Advisors, LLC
N/A—31,321-31,321-100%$9.1M———
Compass Capital Corp
N/A—31,261-31,261-100%$9.5M———
Saiph Capital, LLC
N/A—31,247-31,247-100%$9.0M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—31,234-31,234-100%$9.0M———
Consolidated Portfolio Review Corp
N/A—31,205-31,205-100%$9.0M———
Pine Ridge Advisers LLC
N/A—31,205-31,205-100%$9.0M———
Richmond Brothers, Inc.
N/A—31,196-31,196-100%$9.0M———
University of Wisconsin Foundation
N/A—31,153-31,153-100%$9.0M———
Planning Center, Inc.
N/A—31,138-31,138-100%$9.0M———
Cercano Management LLC
N/A—31,112-31,112-100%$9.0M———
Khazanah Nasional Berhad
N/A—31,026-31,026-100%$9.0M———
Alaska Wealth Advisors, LLC
N/A—30,918-30,918-100%$8.9M———
Allred Capital Management, LLC
N/A—30,843-30,843-100%$8.9M———
Capital Group Investment Management Pte. Ltd.
N/A—30,824-30,824-100%$8.9M———
Mark Sheptoff Financial Planning, LLC
N/A—30,816-30,816-100%$8.9M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—30,756-30,756-100%$8.9M———
Denver Wealth Management, Inc.
N/A—30,703-30,703-100%$8.9M———
Modus Advisors, LLC
N/A—30,500-30,500-100%$8.8M———
Orographic Financial Advisors, LLC
N/A—30,486-30,486-100%$9.2K———
Shepherd Kaplan Krochuk, LLC
N/A—30,419-30,419-100%$8.8M———
Buckland Partners Management Co LLC
N/A—30,400-30,400-100%$8.8M———
Alcosta Capital Management, Inc.
N/A—30,384-30,384-100%$8.8M———
Strategies Wealth Advisors, LLC
N/A—30,355-30,355-100%$8.8M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—30,264-30,264-100%$8.8M———
Winthrop Partners - WNY, LLC
N/A—30,236-30,236-100%$8.7M———
SBI Okasan Asset Management Co.Ltd.
N/A—30,055-30,055-100%$8.5M———
Integrated Quantitative Investments LLC
N/A—29,991-29,991-100%$8.7M———
Mokan Wealth Management Inc.
N/A—29,941-29,941-100%$8.7M———
Altrafin AG
N/A—29,806-29,806-100%$8.6M———
Pettee Investors, Inc.
N/A—29,742-29,742-100%$8.6M———
Fiducient Advisors LLC
N/A—29,666-29,666-100%$8.6M———
Beaton Management Co. Inc.
N/A—29,632-29,632-100%$8.6M———
Delos Wealth Advisors, LLC
N/A—29,466-29,466-100%$8.5M———
One Charles Private Wealth Services, LLC
N/A—29,466-29,466-100%$8.5M———
Beck Capital Management, LLC
N/A—29,377-29,377-100%$8.5M———
North Dallas Bank & Trust Co
N/A—29,364-29,364-100%$8.5M———
Harbour Investment Management LLC
N/A—29,326-29,326-100%$8.5M———
Bcwm, LLC
N/A—29,257-29,257-100%$8.5M———
Seascape Capital Management
N/A—29,201-29,201-100%$8.5M———
Strategic Financial Concepts, LLC
N/A—29,196-29,196-100%$8.4M———
Horizon Investment Services, LLC
N/A—29,182-29,182-100%$8.4M———
ODonnell Financial Services, LLC
N/A—29,071-29,071-100%$8.4M———
Capital & Planning, LLC
N/A—29,050-29,050-100%$8.4M———
NorthStar Asset Management LLC
N/A—29,044-29,044-100%$8.4M———
Plotkin Financial Advisors, LLC
N/A—29,022-29,022-100%$8.4M———
Ducere Wealth Management LLC
N/A—28,966-28,966-100%$8.4M———
Opal Capital LLC
N/A—28,896-28,896-100%$8.4M———
Park Place Capital Corp
N/A—28,814-28,814-100%$8.3M———
Arbor Trust Wealth Advisors, LLC
N/A—28,766-28,766-100%$8.3M———
V2 Financial group LLC
N/A—28,597-28,597-100%$8.3M———
Financial Strategies Group, Inc.
N/A—28,491-28,491-100%$9.3M———
IKE Capital, LLC
N/A—28,403-28,403-100%$8.2M———
1 North Wealth Services LLC
N/A—28,357-28,357-100%$8.2M———
American Financial Advisors, LLC
N/A—28,289-28,289-100%$8.2M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—28,246-28,246-100%$8.2M———
Widmann Financial Services, Inc.
N/A—28,220-28,220-100%$8.2M———
NCM Capital Management, LLC
N/A—28,187-28,187-100%$8.2M———
Fiduciary Financial Advisors
N/A—28,061-28,061-100%$8.1M———
Second Line Capital, LLC
N/A—28,057-28,057-100%$8.1M———
Stoneridge Investment Partners LLC
N/A—27,977-27,977-100%$8.6K———
Palmer Knight Co
N/A—27,891-27,891-100%$8.1M———
Symphony Financial Services, Inc.
N/A—27,881-27,881-100%$8.1M———
Schonfeld Strategic Advisors LLC
N/A—27,809-27,809-100%$8.0M———
Retirement Capital Strategies
N/A—27,798-27,798-100%$8.0M———
Paul R. Ried Financial Group, LLC
N/A—27,727-27,727-100%$8.0M———
Oxinas Partners, LLC
N/A—27,726-27,726-100%$8.0M———
PIN OAK Investment Advisors Inc
N/A—27,680-27,680-100%$8.0M———
MWA Asset Management
N/A—27,571-27,571-100%$8.0M———
Financial Gravity Companies, Inc.
N/A—27,558-27,558-100%$8.0M———
Christine Messmer PC
N/A—27,518-27,518-100%$8.0M———
Integrity Financial Corp
N/A—27,337-27,337-100%$7.9M———
Indie Asset Partners, LLC
N/A—27,335-27,335-100%$7.9M———
MOR Wealth Management, LLC
N/A—27,280-27,280-100%$7.9M———
BlackDiamond Wealth Management, LLC
N/A—27,222-27,222-100%$8.4M———
Lakeridge Wealth Management LLC
N/A—27,220-27,220-100%$7.9M———
South Plains Financial, Inc.
N/A—27,212-27,212-100%$7.9M———
U S Wealth Group, Llc.
N/A—27,148-27,148-100%$7.9M———
Ruggiero Investments, Inc.
N/A—27,091-27,091-100%$7.8M———
Counterweight Ventures, LLC
N/A—27,046-27,046-100%$7.8M———
Auxier Asset Management LLC
N/A—26,997-26,997-100%$7.8M———
Florida Financial Advisors, LLC
N/A—26,974-26,974-100%$7.8M———
BCS Private Wealth Management, Inc.
N/A—26,925-26,925-100%$7.8M———
Ackerman Asset Management, LLC
N/A—26,889-26,889-100%$7.8M———
KMT Wealth Management, LLC
N/A—26,882-26,882-100%$7.8M———
Rockbridge Investment Management, LCC
N/A—26,846-26,846-100%$7.8M———
FFT Wealth Management LLC
N/A—26,806-26,806-100%$7.8M———
Aster Capital Management (Difc) Ltd
N/A—26,770-26,770-100%$7.7M———
Exit Wealth Advisors, Llc.
N/A—26,716-26,716-100%$7.7M———
Affinity Wealth Management LLC
N/A—26,631-26,631-100%$7.7M———
Steadtrust LLC
N/A—26,577-26,577-100%$7.7M———
Everest Private Wealth
N/A—26,528-26,528-100%$7.7M———
Raelipskie Partnership
N/A—26,398-26,398-100%$7.6M———
Topsail Wealth Management, LLC
N/A—26,369-26,369-100%$7.6M———
Next Capital Management LLC
N/A—26,355-26,355-100%$7.6M———
Fairtree Asset Management (Pty) Ltd
N/A—26,229-26,229-100%$7.6M———
Beaird Harris Wealth Management, LLC
N/A—26,213-26,213-100%$7.6M———
Elm Partners Management LLC
N/A—26,182-26,182-100%$7.6M———
Chesapeake Asset Management LLC
N/A—26,168-26,168-100%$7.6M———
Stamos Capital Partners, L.P.
N/A—25,988-25,988-100%$7.5M———
Tradewinds, Llc.
N/A—25,865-25,865-100%$21.7M———
Mendel Capital Management LLC
N/A—25,860-25,860-100%$7.5M———
Bank of the Bluegrass & Trust Co.
N/A—25,814-25,814-100%$8.6M———
Byrne Financial Freedom, LLC
N/A—25,810-25,810-100%$7.5M———
Ruggaard & Associates LLC
N/A—25,759-25,759-100%$7.5M———
Liberty One Investment Management, LLC
N/A—25,661-25,661-100%$7.4M———
Torrey-Payne Wealth Management, LLC
N/A—25,656-25,656-100%$7.4M———
Jasper Ridge Partners, L.P.
N/A—25,525-25,525-100%$7.4M———
Bellars Harris Wealth Management, LLC
N/A—25,475-25,475-100%$7.4M———
Paragon Financial Partners, Inc.
N/A—25,417-25,417-100%$7.9M———
Figure 8 Investment Strategies LLC
N/A—25,377-25,377-100%$7.3M———
Keyvantage Wealth, LLC
N/A—25,334-25,334-100%$7.3M———
PSI Advisors, LLC
N/A—25,293-25,293-100%$7.3M———
Sandro Wealth Management LLC
N/A—25,271-25,271-100%$7.3M———
Beck Bode, LLC
N/A—25,175-25,175-100%$7.3M———
Legacy Wealth Advisors, LLC
N/A—25,062-25,062-100%$7.3M———
Elevation Advisory Partners LLC
N/A—25,015-25,015-100%$8.2M———
Fuller & Thaler Asset Management, Inc.
N/A—25,012-25,012-100%$7.2M———
Vickerman Investment Advisors, Inc.
N/A—24,833-24,833-100%$7.2M———
Secured Retirement Advisors, LLC
N/A—24,677-24,677-100%$7.1M———
Runnymede Capital Advisors, Inc.
N/A—24,672-24,672-100%$7.1M———
Aldebaran Financial Inc.
N/A—24,579-24,579-100%$7.1M———
Talon Private Wealth, LLC
N/A—24,561-24,561-100%$7.1M———
Mosaic Advisors LLC
N/A—24,531-24,531-100%$7.1M———
Bridgewealth Advisory Group, LLC
N/A—24,520-24,520-100%$7.1M———
Tobias Financial Advisors, Inc.
N/A—24,509-24,509-100%$7.1M———
Westbourne Investments, Inc.
N/A—24,473-24,473-100%$7.1M———
Kera Capital Partners, Inc.
N/A—24,456-24,456-100%$7.1M———
Swiss RE LTD
N/A—24,441-24,441-100%$7.1M———
Truepoint, Inc.
N/A—24,406-24,406-100%$7.1M———
Parvin Asset Management, LLC
N/A—24,325-24,325-100%$7.0M———
Francis Financial, Inc.
N/A—24,265-24,265-100%$7.0M———
Addison Capital Co
N/A—24,189-24,189-100%$7.0M———
Generation Capital Management LLC
N/A—24,146-24,146-100%$7.0M———
Birchcreek Wealth Management, LLC
N/A—24,073-24,073-100%$7.0M———
Financial Life Planners
N/A—24,068-24,068-100%$7.0M———
LOM Asset Management Ltd
N/A—24,030-24,030-100%$7.0M———
BCV Asset Management Inc.
N/A—23,979-23,979-100%$6.8M———
Pacific Point Advisors, LLC
N/A—23,970-23,970-100%$6.9M———
FWL Investment Management, LLC
N/A—23,948-23,948-100%$6.9M———
Libra Wealth LLC
N/A—23,936-23,936-100%$6.9M———
Eight 31 Financial, LLC
N/A—23,924-23,924-100%$6.9M———
Pointe Capital Management LLC
N/A—23,854-23,854-100%$6.9M———
Clarendon Private LLC
N/A—23,790-23,790-100%$6.9M———
BHK Investment Advisors, LLC
N/A—23,729-23,729-100%$6.9M———
Marshall Investment Management, LLC
N/A—23,705-23,705-100%$6.9M———
Wall Street Financial Group, Inc.
N/A—23,664-23,664-100%$6.8M———
Dash Acquisitions Inc.
N/A—23,663-23,663-100%$7.2M———
Safe Harbor Fiduciary, LLC
N/A—23,619-23,619-100%$6.8M———
Trustco Bank Corp N Y
N/A—23,617-23,617-100%$6.8M———
Camarda Financial Advisors, LLC
N/A—23,567-23,567-100%$6.8M———
Mirabaud Asset Management Ltd
N/A—23,536-23,536-100%$6.6M———
Inspire Advisors, LLC
N/A—23,536-23,536-100%$6.8M———
Private Capital Management, LLC
N/A—23,489-23,489-100%$6.8M———
Lansing Street Advisors
N/A—23,480-23,480-100%$6.8M———
RiverPark Advisors, LLC
N/A—23,471-23,471-100%$6.8M———
Mcguire Capital Advisors Inc
N/A—23,446-23,446-100%$6.8M———
Sykon Capital LLC
N/A—23,439-23,439-100%$6.8M———
Bank Hapoalim BM
N/A—23,420-23,420-100%$6.8M———
Petix & Botte Co
N/A—23,409-23,409-100%$6.8M———
Socorro Asset Management LP
N/A—23,402-23,402-100%$6.8M———
Barnes Wealth Management Group, Inc
N/A—23,395-23,395-100%$6.8M———
Traub Capital Management LLC
N/A—23,357-23,357-100%$6.8M———
Seldon Capital LP
N/A—23,268-23,268-100%$6.7M———
Wick Capital Partners, LLC
N/A—23,263-23,263-100%$6.7M———
Red Wave Investments LLC
N/A—23,211-23,211-100%$6.7M———
Eldridge Investment Advisors, Inc.
N/A—23,040-23,040-100%$6.7M———
Vantage Point Financial LLC
N/A—23,000-23,000-100%$6.7M———
Paradiem, LLC
N/A—22,994-22,994-100%$6.7M———
TD Capital Management LLC
N/A—22,979-22,979-100%$6.6M———
Synergy Financial Group, LTD
N/A—22,973-22,973-100%$6.6M———
Summit Wealth & Retirement Planning, Inc.
N/A—22,956-22,956-100%$6.6M———
Ironvine Capital Partners, LLC
N/A—22,936-22,936-100%$6.6M———
IAM Advisory, LLC
N/A—22,889-22,889-100%$6.6M———
Wellington Grp LLC
N/A—22,837-22,837-100%$6.6M———
Caerus Investment Advisors, LLC
N/A—22,752-22,752-100%$6.6M———
Mars Jewett Financial Group, Inc.
N/A—22,704-22,704-100%$6.6M———
Allium Financial Advisors, LLC
N/A—22,679-22,679-100%$6.6M———
Maven Securities LTD
N/A—22,676-22,676-100%$6.6M———
J Hagan Capital, Inc.
N/A—22,622-22,622-100%$6.5M———
Aspire Capital Advisors LLC
N/A—22,596-22,596-100%$6.5M———
Tevis Investment Management
N/A—22,578-22,578-100%$6.5M———
Hirtle & Co., LLC
N/A—22,547-22,547-100%$6.5M———
Unison Asset Management LLC
N/A—22,532-22,532-100%$6.5M———
Pinney & Scofield, Inc.
N/A—22,530-22,530-100%$6.5M———
Bolthouse Investments, LLC
N/A—22,472-22,472-100%$6.5M———
Pinnacle Family Advisors, LLC
N/A—22,437-22,437-100%$6.5M———
Hutner Capital Management Inc
N/A—22,289-22,289-100%$6.4M———
Pennington Partners & Co., LLC
N/A—22,235-22,235-100%$6.4M———
Longitude (Cayman) Ltd.
N/A—22,200-22,200-100%$6.4M———
Aspen Capital Management, LLC
N/A—22,182-22,182-100%$6.4M———
Ramirez Asset Management, Inc.
N/A—22,139-22,139-100%$6.4M———
Castle Wealth Management LLC
N/A—22,134-22,134-100%$6.4M———
Cantor Fitzgerald, L. P.
N/A—21,984-21,984-100%$6.4M———
UP Strategic Wealth Investment Advisors LLC
N/A—21,972-21,972-100%$6.8M———
Prostatis Group LLC
N/A—21,947-21,947-100%$6.4M———
CacheTech Inc.
N/A—21,892-21,892-100%$6.3M———
Limestone Investment Advisors LP
N/A—21,885-21,885-100%$6.3M———
Atom Investors LP
N/A—21,814-21,814-100%$6.3M———
R.H. Investment Group, LLC
N/A—21,812-21,812-100%$6.3M———
Stelac Advisory Services LLC
N/A—21,709-21,709-100%$6.3M———
Retirement Planning Group, LLC / NY
N/A—21,675-21,675-100%$6.3M———
Capula Management Ltd
N/A—21,670-21,670-100%$6.3M———
WJ Financial Advisors LLC
N/A—21,601-21,601-100%$6.3M———
Mrwm Advisors, LLC
N/A—21,565-21,565-100%$6.2M———
Affinity Investment Advisors, LLC
N/A—21,517-21,517-100%$6.2M———
Ogorek Anthony Joseph
N/A—21,460-21,460-100%$6.2M———
Banco de Sabadell, S.a
N/A—21,430-21,430-100%$6.2M———
Core Wealth Advisors, Inc.
N/A—21,412-21,412-100%$6.2M———
Somerset Group LLC
N/A—21,385-21,385-100%$6.7M———
Cedarwood Wealth LLC
N/A—21,327-21,327-100%$6.2M———
KilterHowling LLC
N/A—21,260-21,260-100%$6.2M———
SAM Advisors, LLC
N/A—21,241-21,241-100%$6.1M———
City National Bank of Florida
N/A—21,218-21,218-100%$6.1M———
Seneca House Advisors
N/A—21,171-21,171-100%$6.1M———
Fund Advisors of America Inc
N/A—21,064-21,064-100%$6.1M———
Financial Plan, Inc.
N/A—21,053-21,053-100%$6.1M———
Proffitt & Goodson Inc
N/A—21,037-21,037-100%$6.1M———
SWP Investment Management LLC
N/A—21,036-21,036-100%$6.1M———
Wealth Advisors of Iowa, LLC
N/A—20,990-20,990-100%$6.1M———
Measured Wealth Private Client Group, LLC
N/A—20,887-20,887-100%$6.0M———
WPWealth LLP
N/A—20,821-20,821-100%$6.0M———
Jackson, Grant Investment Advisers, Inc.
N/A—20,639-20,639-100%$6.0M———
White Knight Strategic Wealth Advisors, LLC
N/A—20,634-20,634-100%$6.0M———
PAX Financial Group, LLC
N/A—20,575-20,575-100%$6.0M———
TPG Financial Advisors, LLC
N/A—20,547-20,547-100%$5.9M———
Capasso Planning Partners LLC
N/A—20,531-20,531-100%$5.9M———
STG Securities, LLC
N/A—20,380-20,380-100%$5.9M———
FCA Corp
N/A—20,347-20,347-100%$5.9M———
Emerald Advisers, LLC
N/A—20,310-20,310-100%$5.9M———
Rogco, LP
N/A—20,254-20,254-100%$5.9M———
Retirement Income Solutions, Inc
N/A—20,218-20,218-100%$5.1M———
Kirtland Hills Capital Management, LLC
N/A—20,203-20,203-100%$5.8M———
Reliant Investment Partners, LLC
N/A—20,173-20,173-100%$5.8M———
Constant Guidance Financial LLC
N/A—20,166-20,166-100%$5.8M———
Vista Cima Wealth Management LLC
N/A—20,118-20,118-100%$5.8M———
Brown Financial Advisors
N/A—20,104-20,104-100%$5.8M———
Gilbert & Cook, Inc.
N/A—20,088-20,088-100%$5.8M———
Parsonex Advisory Services, Inc.
N/A—20,031-20,031-100%$5.8M———
Fortune Financial Advisors, LLC
N/A—20,006-20,006-100%$5.8M———
Wiser Advisor Group LLC
N/A—19,993-19,993-100%$5.8M———
Brooks, Moore & Associates, Inc.
N/A—19,940-19,940-100%$5.8M———
Campbell & Co Investment Adviser LLC
N/A—19,938-19,938-100%$5.8M———
Pinnacle West Asset Management, Inc.
N/A—19,935-19,935-100%$5.8M———
Stonebridge Financial Group, LLC / MO
N/A—19,932-19,932-100%$5.8M———
Gould Capital, LLC
N/A—19,884-19,884-100%$5.8M———
Spreng Capital Management, Inc.
N/A—19,875-19,875-100%$5.8M———
Alongside, LLC
N/A—19,837-19,837-100%$5.7M———
49 Wealth Management, LLC
N/A—19,837-19,837-100%$5.7M———
Legend Capital Advisors LLC
N/A—19,780-19,780-100%$5.7M———
Bannerstone Capital Management, LLC
N/A—19,775-19,775-100%$5.7M———
Shah Wealth Advisors, LLC
N/A—19,764-19,764-100%$5.7M———
J. M. Brown & Associates Inc.
N/A—19,764-19,764-100%$5.7M———
Ankerstar Wealth, LLC
N/A—19,756-19,756-100%$5.7M———
Cornerstone Select Advisors, LLC
N/A—19,752-19,752-100%$5.7M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—19,733-19,733-100%$7.0M———
Fielder Capital Group LLC
N/A—19,676-19,676-100%$5.7M———
SSA Swiss Advisors AG
N/A—19,642-19,642-100%$5.7M———
Carson Advisory Inc.
N/A—19,641-19,641-100%$5.7M———
Atlanta Consulting Group Advisors, LLC
N/A—19,610-19,610-100%$5.7M———
Reyl & Cie S.A.
N/A—19,586-19,586-100%$5.0M———
Fairfield, Bush & Co.
N/A—19,556-19,556-100%$5.7M———
Conservest Capital Advisors, Inc.
N/A—19,540-19,540-100%$5.7M———
Adapt Investment Managers SA
N/A—19,536-19,536-100%$5.7M———
Dividend Assets Capital, LLC
N/A—19,531-19,531-100%$5.7M———
BlueStem Wealth Partners, LLC
N/A—19,518-19,518-100%$5.6M———
New Insight Wealth Advisors
N/A—19,427-19,427-100%$5.6M———
Connective Capital Management, LLC
N/A—19,379-19,379-100%$5.6M———
ATLas Financial Planning LLC
N/A—19,342-19,342-100%$5.6M———
Wealthspan Partners, LLC
N/A—19,311-19,311-100%$5.6M———
Westshore Wealth, LLC
N/A—19,277-19,277-100%$5.6M———
JDM Financial Group LLC
N/A—19,263-19,263-100%$5.6M———
Rather & Kittrell, Inc.
N/A—19,126-19,126-100%$5.5M———
Serenus Wealth Advisors, LLC
N/A—19,078-19,078-100%$5.5M———
Integrity Wealth Solutions LLC
N/A—19,072-19,072-100%$5.5M———
Z3 Capital Partners, LLC
N/A—19,040-19,040-100%$5.5M———
McGowan Group Asset Management, Inc.
N/A—18,991-18,991-100%$5.5M———
Boreal Capital Management LLC
N/A—18,984-18,984-100%$5.5M———
Royal Capital Wealth Management, LLC
N/A—18,980-18,980-100%$5.5M———
Samara Investment Management, LLC
N/A—18,936-18,936-100%$5.5M———
Tenere Capital LLC
N/A—18,925-18,925-100%$5.5M———
Schulhoff & Co Inc
N/A—18,890-18,890-100%$5.5M———
Prosperity Bancshares Inc
N/A—18,828-18,828-100%$5.4M———
Warther Private Wealth, LLC
N/A—18,803-18,803-100%$5.4M———
Wealth Watch Advisors, Inc
N/A—18,780-18,780-100%$5.4M———
Magnolia Private Wealth, LLC
N/A—18,730-18,730-100%$5.4M———
Consilio Wealth Advisors, LLC
N/A—18,695-18,695-100%$5.4M———
Operose Advisors LLC
N/A—18,605-18,605-100%$5.4M———
Summit Wealth Group, LLC
N/A—18,594-18,594-100%$5.4M———
JMN Financial LLC
N/A—18,502-18,502-100%$5.4M———
Needham Investment Management LLC
N/A—18,450-18,450-100%$5.3M———
Brasada Capital Management, LP
N/A—18,399-18,399-100%$5.3M———
Snowwater Investment Partners, LLC
N/A—18,395-18,395-100%$5.3M———
Legacy Capital Wealth Management, LLC
N/A—18,390-18,390-100%$5.3M———
Peak Retirement Planning, Inc.
N/A—18,319-18,319-100%$5.3M———
Rialto Wealth Management, LLC
N/A—18,283-18,283-100%$5.3M———
NWM Advisors, LLC
N/A—18,247-18,247-100%$5.3M———
Ruedi Wealth Management, Inc.
N/A—18,207-18,207-100%$5.3M———
Northstar Financial Companies, Inc.
N/A—18,132-18,132-100%$5.2M———
Richard W. Paul & Associates, LLC
N/A—18,102-18,102-100%$5.2M———
Mosaic Financial Group, LLC
N/A—18,088-18,088-100%$5.2M———
HTG Investment Advisors, Inc.
N/A—18,063-18,063-100%$5.2M———
Monetta Financial Services Inc
N/A—18,000-18,000-100%$5.2M———
Conscious Wealth Investments, LLC
N/A—17,953-17,953-100%$5.9M———
Wealth Management Strategies, Inc.
N/A—17,851-17,851-100%$5.2M———
Tidemark, LLC
N/A—17,803-17,803-100%$5.2M———
Northwest Quadrant Wealth Management, LLC
N/A—17,803-17,803-100%$5.2M———
Harvest Investment Services, LLC
N/A—17,799-17,799-100%$5.2M———
Pine Harbor Wealth Management, LLC
N/A—17,754-17,754-100%$5.1M———
Viawealth, LLC
N/A—17,748-17,748-100%$5.1M———
Fiduciary Wealth Partners, LLC
N/A—17,725-17,725-100%$5.1M———
Trust Co of Kansas
N/A—17,701-17,701-100%$5.1M———
Estate Planners Group, LLC
N/A—17,655-17,655-100%$5.1M———
Palisades Hudson Asset Management, L.P.
N/A—17,646-17,646-100%$5.1M———
Dopkins Wealth Management, LLC
N/A—17,629-17,629-100%$5.1M———
Ames National Corp
N/A—17,539-17,539-100%$5.1M———
Custos Family Office, LLC
N/A—17,514-17,514-100%$5.1M———
Prospect Financial Services LLC
N/A—17,467-17,467-100%$5.1M———
Gallagher Fiduciary Advisors, LLC
N/A—17,403-17,403-100%$5.0M———
X Advisors, LLC
N/A—17,386-17,386-100%$5.4M———
RD Lewis Holdings, Inc.
N/A—17,297-17,297-100%$5.3M———
Sanchez Levi Garrett
N/A—17,245-17,245-100%$5.0M———
Campion Asset Management
N/A—17,241-17,241-100%$5.0M———
Geometric Wealth Advisors
N/A—17,146-17,146-100%$5.0M———
Maripau Wealth Management LLC
N/A—17,099-17,099-100%$4.9M———
Panoramic Capital Partners, LLC
N/A—17,062-17,062-100%$4.9M———
McElhenny Sheffield Capital Management, LLC
N/A—16,928-16,928-100%$4.9M———
Strive Financial Group,LLC
N/A—16,891-16,891-100%$4.9M———
FWG Holdings, LLC
N/A—16,859-16,859-100%$5.6M———
Carr Financial Group Corp
N/A—16,853-16,853-100%$4.9M———
Tanglewood Legacy Advisors, LLC
N/A—16,848-16,848-100%$4.9M———
M3 Advisory Group, LLC
N/A—16,837-16,837-100%$4.9M———
Signet Private Wealth LLC
N/A—16,805-16,805-100%$4.9M———
Moment Partners, LLC
N/A—16,802-16,802-100%$4.9M———
Greenline Wealth Management LLC
N/A—16,771-16,771-100%$4.9M———
Burnham & Co LLC
N/A—16,745-16,745-100%$4.8M———
M3 Wealth Management, LLC
N/A—16,708-16,708-100%$4.8M———
Intellectus Partners, LLC
N/A—16,669-16,669-100%$4.8M———
KDT Advisors, LLC
N/A—16,589-16,589-100%$4.8M———
MA Private Wealth
N/A—16,564-16,564-100%$4.8M———
Emissary Wealth LLC
N/A—16,466-16,466-100%$4.8M———
Schrum Private Wealth Management LLC
N/A—16,389-16,389-100%$3.8M———
Bluebird Wealth Management LLC
N/A—16,386-16,386-100%$4.7M———
Loudon Investment Management, LLC
N/A—16,291-16,291-100%$4.7M———
Paladin Advisory Group, LLC
N/A—16,291-16,291-100%$4.7M———
Regimen Wealth, LLC
N/A—16,277-16,277-100%$4.7M———
Elgethun Capital Management
N/A—16,182-16,182-100%$4.7M———
FMB Wealth Management
N/A—16,127-16,127-100%$4.7M———
Dimension Capital Management LLC
N/A—16,072-16,072-100%$4.7M———
Private Harbour Investment Management & Counsel, LLC
N/A—16,004-16,004-100%$4.6M———
Berkeley Capital Partners, LLC
N/A—15,993-15,993-100%$4.6M———
SK Wealth Management, LLC
N/A—15,950-15,950-100%$4.9M———
Arkos Global Advisors
N/A—15,930-15,930-100%$4.6M———
Bank of Marin
N/A—15,913-15,913-100%$4.6M———
Vantus Wealth LLC
N/A—15,906-15,906-100%$4.6M———
FSB Premier Wealth Management, Inc.
N/A—15,826-15,826-100%$4.6M———
NCP Inc.
N/A—15,808-15,808-100%$4.6M———
Leigh Baldwin & Co., LLC
N/A—15,764-15,764-100%$4.6M———
Avise Financial Cooperative, Inc.
N/A—15,687-15,687-100%$4.5M———
Dougherty & Associates, LLC
N/A—15,666-15,666-100%$4.5M———
Birmingham Capital Management Co Inc
N/A—15,642-15,642-100%$4.5M———
Pursue Wealth Partners LLC
N/A—15,633-15,633-100%$4.5M———
Crystal Cove Asset Management, LLC
N/A—15,625-15,625-100%$4.5M———
Drake & Associates, LLC
N/A—15,584-15,584-100%$4.5M———
Nicholas Investment Partners, LP
N/A—15,512-15,512-100%$4.5M———
Tailwinds Wealth, LLC
N/A—15,505-15,505-100%$4.5M———
LWM Advisory Services, LLC
N/A—15,499-15,499-100%$4.5M———
Jackson Wealth Management, LLC
N/A—15,419-15,419-100%$4.5M———
LifePlan Investment Advisors, Inc.
N/A—15,333-15,333-100%$4.4M———
Boulder Wealth Advisors, LLC
N/A—15,299-15,299-100%$4.4M———
Brendel Financial Advisors LLC
N/A—15,257-15,257-100%$4.4M———
Capital Financial Group Inc\co\
N/A—15,204-15,204-100%$4.4M———
Brogan Financial, Inc.
N/A—15,154-15,154-100%$4.4M———
Wulff, Hansen & Co.
N/A—15,088-15,088-100%$4.4M———
Neo Ivy Capital Management
N/A—15,026-15,026-100%$4.3M———
Centennial Bank
N/A—14,978-14,978-100%$4.3M———
Cura Wealth Advisors, LLC
N/A—14,936-14,936-100%$4.3M———
Arrowroot Family Office, LLC
N/A—14,927-14,927-100%$4.3M———
Talisman Wealth Advisors LLC
N/A—14,919-14,919-100%$4.3M———
Sky-Mountain Capital Management, Inc.
N/A—14,881-14,881-100%$4.3M———
Philadelphia Investment Partners, LLC
N/A—14,645-14,645-100%$4.3M———
Eaton-Cambridge Inc.
N/A—14,630-14,630-100%$4.2M———
Front Street Capital Management, Inc.
N/A—14,627-14,627-100%$4.2M———
Cannon Wealth Management Services, LLC
N/A—14,591-14,591-100%$4.2M———
Minot DeBlois Advisors LLC
N/A—14,567-14,567-100%$4.2M———
Permanent Capital Management, LP
N/A—14,538-14,538-100%$4.2M———
Aberdeen Wealth Management LLC
N/A—14,527-14,527-100%$4.2M———
Kerr Financial Planning Corp
N/A—14,494-14,494-100%$4.2M———
Leith Wheeler Investment Counsel Ltd.
N/A—14,449-14,449-100%$4.2M———
Oxford Wealth Group, LLC
N/A—14,441-14,441-100%$4.2M———
Seven Springs Wealth Group, LLC
N/A—14,365-14,365-100%$4.2M———
Orion Investment Co
N/A—14,354-14,354-100%$4.2M———
Pinnacle Holdings, LLC
N/A—14,333-14,333-100%$4.1M———
DRW Securities, LLC
N/A—14,330-14,330-100%$4.1M———
First Washington Corp
N/A—14,233-14,233-100%$4.1M———
Cbiz Investment Advisory Services, LLC
N/A—14,214-14,214-100%$3.6M———
Future Fund LLC
N/A—14,190-14,190-100%$4.1M———
Medallion Wealth Advisors, LLC
N/A—14,128-14,128-100%$4.1M———
Riverstone Advisors, LLC
N/A—14,100-14,100-100%$4.1M———
Disciplined Investors, L.L.C.
N/A—14,046-14,046-100%$4.1M———
Compass Advisory Group LLC
N/A—14,013-14,013-100%$4.1M———
Empire Financial Management Company, LLC
N/A—13,947-13,947-100%$4.0M———
Sierra Legacy Group
N/A—13,929-13,929-100%$4.0M———
Wealth Care LLC
N/A—13,843-13,843-100%$4.0M———
Valueworks LLC
N/A—13,842-13,842-100%$4.0M———
Harbour Wealth Management Group, Inc.
N/A—13,837-13,837-100%$4.0M———
Premier Financial Group
N/A—13,827-13,827-100%$40.0M———
Rexford Capital Inc
N/A—13,785-13,785-100%$4.0M———
Beta Wealth Group, Inc.
N/A—13,716-13,716-100%$4.0M———
Synergy Investment Management, LLC
N/A—13,692-13,692-100%$4.1M———
Chicago Wealth Management, Inc.
N/A—13,690-13,690-100%$4.0M———
Vienna Asset Management LLC
N/A—13,686-13,686-100%$4.0M———
Hobbs Group Advisors, LLC
N/A—13,646-13,646-100%$3.9M———
Kelman-Lazarov, Inc.
N/A—13,643-13,643-100%$3.9M———
Storen Legacy Partners, LLC
N/A—13,618-13,618-100%$3.9M———
Latko Wealth Management, Ltd.
N/A—13,573-13,573-100%$3.9M———
Cedar Wealth Management, LLC
N/A—13,552-13,552-100%$3.9M———
Strathmore Capital Advisors, Inc.
N/A—13,475-13,475-100%$4.4M———
Bcgm Wealth Management, LLC
N/A—13,412-13,412-100%$3.9M———
Sonoma Allocations LLC
N/A—13,299-13,299-100%$3.9M———
Steffes Financial, Ltd.
N/A—13,288-13,288-100%$3.8M———
WealthCollab, LLC
N/A—13,282-13,282-100%$3.8M———
KEB Asset Management, LLC
N/A—13,233-13,233-100%$3.8M———
Houlihan Financial Resource Group, Ltd.
N/A—13,209-13,209-100%$3.8M———
Causey Wealth LLC
N/A—13,149-13,149-100%$3.8M———
Easterly Investment Partners LLC
N/A—13,139-13,139-100%$3.8M———
Diker Management LLC
N/A—13,097-13,097-100%$3.8M———
Wood Tarver Financial Group, LLC
N/A—13,068-13,068-100%$3.8M———
Objectivity Squared, LLC
N/A—13,046-13,046-100%$3.8M———
Axis Wealth Partners, LLC
N/A—13,044-13,044-100%$3.8M———
Menard Financial Group LLC
N/A—13,036-13,036-100%$3.8M———
Payne Capital Management, LLC
N/A—13,019-13,019-100%$3.8M———
1248 Management, LLC
N/A—13,010-13,010-100%$3.8M———
Giverny Capital Inc.
N/A—12,995-12,995-100%$3.8M———
Wallace Capital Management Inc.
N/A—12,969-12,969-100%$3.8M———
TAGStone Capital, Inc.
N/A—12,951-12,951-100%$3.7M———
Weik Capital Management
N/A—12,824-12,824-100%$3.7M———
Ridge Creek Global, Inc
N/A—12,794-12,794-100%$3.7M———
Star Financial Bank
N/A—12,791-12,791-100%$3.7M———
Second Half Financial Partners, LLC
N/A—12,789-12,789-100%$3.7M———
Raffa Wealth Management, LLC
N/A—12,732-12,732-100%$3.7M———
Parkwoods Wealth Partners, LLC
N/A—12,698-12,698-100%$3.7M———
Basepoint Wealth LLC
N/A—12,664-12,664-100%$3.7M———
NI Acquisitions Company, LLC
N/A—12,631-12,631-100%$550.8K———
Sonoma Private Wealth LLC
N/A—12,599-12,599-100%$3.6M———
Golden Road Advisors LLC
N/A—12,515-12,515-100%$3.6M———
FreeGulliver LLC
N/A—12,505-12,505-100%$3.6M———
Spectrum Investment Advisors, Inc.
N/A—12,472-12,472-100%$3.6M———
Mainstay Capital Management LLC
N/A—12,413-12,413-100%$3.6M———
Marvin & Palmer Associates Inc
N/A—12,408-12,408-100%$3.6M———
Nutshell Asset Management Ltd
N/A—12,376-12,376-100%$3.6M———
Systematic Financial Management LP
N/A—12,335-12,335-100%$3.6M———
Sunflower Bank, N.A.
N/A—12,270-12,270-100%$3.6M———
CarsonAllaria Wealth Management, Ltd.
N/A—12,261-12,261-100%$3.5M———
Frazier Financial Advisors, LLC
N/A—12,254-12,254-100%$3.5M———
Intrepid Capital Management Inc
N/A—12,233-12,233-100%$3.5M———
360 Financial, Inc.
N/A—12,219-12,219-100%$3.5M———
Quantbot Technologies LP
N/A—12,213-12,213-100%$3.5M———
Darwin Wealth Management, LLC
N/A—12,101-12,101-100%$3.5M———
Concorde Asset Management, LLC
N/A—12,091-12,091-100%$3.5M———
Brand Asset Management Group, Inc.
N/A—12,042-12,042-100%$3.5M———
Cohen & Steers, Inc.
N/A—12,000-12,000-100%$3.5M———
Lombard Odier Asset Management (USA) Corp
N/A—12,000-12,000-100%$3.5M———
Riverpoint Wealth Management Holdings, LLC
N/A—11,985-11,985-100%$3.5M———
Daniel Investment Group, Inc.
N/A—11,905-11,905-100%$3.4M———
BTG Pactual Asset Management US LLC
N/A—11,890-11,890-100%$3.4M———
Swan Capital LLC
N/A—11,888-11,888-100%$3.4M———
MRP Capital Investments, LLC
N/A—11,854-11,854-100%$3.4M———
Sun Financial Inc
N/A—11,847-11,847-100%$3.7M———
Payne Capital LLC
N/A—11,833-11,833-100%$3.4M———
Optimize Financial Inc.
N/A—11,824-11,824-100%$3.4M———
Presidio Capital Management, LLC
N/A—11,801-11,801-100%$3.4M———
Elkhorn Partners Limited Partnership
N/A—11,800-11,800-100%$3.4M———
Virtus Advisers, LLC
N/A—11,783-11,783-100%$3.4M———
Private Wealth Advisors, LLC
N/A—11,772-11,772-100%$3.4M———
Financial Alternatives, Inc
N/A—11,739-11,739-100%$3.4M———
Lumbard & Kellner, LLC
N/A—11,735-11,735-100%$3.4M———
MorganRosel Wealth Management, LLC
N/A—11,710-11,710-100%$3.4M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—11,705-11,705-100%$3.4M———
Berry Wealth Group, LP
N/A—11,664-11,664-100%$3.4M———
Muirfield Wealth Advisors LLC
N/A—11,598-11,598-100%$3.4M———
Crux Wealth Advisors
N/A—11,580-11,580-100%$3.4M———
FSA Advisors, Inc.
N/A—11,540-11,540-100%$3.3M———
17 Capital Partners, LLC
N/A—11,509-11,509-100%$3.3M———
Maxele Advisors, LLC
N/A—11,474-11,474-100%$3.3M———
Edentree Asset Management Ltd
N/A—11,428-11,428-100%$3.3M———
Beto Financial Group, LLC
N/A—11,406-11,406-100%$3.7M———
Leo H. Evart, Inc.
N/A—11,373-11,373-100%$3.3M———
Sachetta, LLC
N/A—11,373-11,373-100%$3.3M———
Prudent Investors Network, Inc.
N/A—11,368-11,368-100%$3.3M———
Blalock Williams, LLC
N/A—11,335-11,335-100%$3.3M———
Threadgill Financial, LLC
N/A—11,309-11,309-100%$3.3M———
Audent Global Asset Management, LLC
N/A—11,300-11,300-100%$3.3M———
Stonebridge Financial Planning Group, LLC
N/A—11,299-11,299-100%$3.3M———
Wealthgarden F.S. LLC
N/A—11,285-11,285-100%$3.3M———
Nicholson Wealth Management Group, LLC
N/A—11,256-11,256-100%$3.3M———
Oakwell Private Wealth Management, LLC
N/A—11,245-11,245-100%$3.3M———
Authentikos Wealth Advisory, LLC
N/A—11,197-11,197-100%$3.2M———
Swisher Financial Concepts, Inc.
N/A—11,163-11,163-100%$3.2M———
Bravera Wealth
N/A—11,150-11,150-100%$3.2M———
Sollinda Capital Management LLC
N/A—11,130-11,130-100%$3.2M———
Holistic Financial Partners
N/A—11,117-11,117-100%$3.2M———
Tower Wealth Partners, Inc.
N/A—11,115-11,115-100%$3.2M———
RiverGlades Family Offices LLC
N/A—11,090-11,090-100%$3.2M———
Koss-Olinger Consulting, LLC
N/A—11,054-11,054-100%$3.2M———
VSM Wealth Advisory, LLC
N/A—11,015-11,015-100%$3.2M———
Clifford Group, LLC
N/A—11,003-11,003-100%$3.2M———
Forefront Wealth Partners, LLC
N/A—10,974-10,974-100%$3.2M———
CTC Alternative Strategies, Ltd.
N/A—10,920-10,920-100%$3.2M———
Park Circle Co
N/A—10,900-10,900-100%$3.2M———
Sound Capital Solutions LLC
N/A—10,847-10,847-100%$3.1M———
X-Square Capital, LLC
N/A—10,842-10,842-100%$3.1M———
Inkwell Capital LLC
N/A—10,809-10,809-100%$3.1M———
Miller Capital Partners, Inc.
N/A—10,807-10,807-100%$3.1M———
Advisory Research Inc
N/A—10,795-10,795-100%$3.1M———
Macro Advisors, Inc.
N/A—10,793-10,793-100%$3.1M———
Windsor Advisory Group, LLC
N/A—10,790-10,790-100%$3.1M———
Legend Financial Advisors, Inc.
N/A—10,701-10,701-100%$3.1M———
Athena Investment Management
N/A—10,693-10,693-100%$3.1M———
Abound Financial, LLC
N/A—10,687-10,687-100%$3.1M———
SSI Investment Management LLC
N/A—10,656-10,656-100%$3.1M———
Bonfire Financial
N/A—10,654-10,654-100%$3.1M———
Sequent Planning LLC
N/A—10,634-10,634-100%$3.1M———
Wellington-Altus USA Inc.
N/A—10,633-10,633-100%$2.7M———
Ascension Capital Advisors, Inc.
N/A—10,621-10,621-100%$3.1M———
Permanens Capital L.P.
N/A—10,603-10,603-100%$3.1M———
Tudor Financial Inc.
N/A—10,552-10,552-100%$3.1M———
Financial Freedom, LLC
N/A—10,550-10,550-100%$3.1M———
PCG Wealth Advisors, LLC
N/A—10,544-10,544-100%$3.1M———
Anchor Bay Capital, Inc.
N/A—10,527-10,527-100%$3.2M———
Havemeyer Place LP
N/A—10,498-10,498-100%$3.0M———
Matrix Private Capital Group LLC
N/A—10,487-10,487-100%$3.0M———
Smart Money Group LLC
N/A—10,477-10,477-100%$3.0M———
Legacy Financial Group LLC
N/A—10,365-10,365-100%$3.0M———
Vawter Financial, Ltd.
N/A—10,303-10,303-100%$3.0M———
McLaughlin Asset Management, Inc.
N/A—10,289-10,289-100%$3.0M———
Precision Wealth Strategies, LLC
N/A—10,231-10,231-100%$3.0M———
Odyssean, LLC
N/A—10,211-10,211-100%$3.0M———
Benchmark Investment Advisors LLC
N/A—10,116-10,116-100%$2.9M———
Nalls Sherbakoff Group, LLC
N/A—10,101-10,101-100%$2.9M———
RIK Saylor Financial, Inc.
N/A—10,058-10,058-100%$2.9M———
Sirios Capital Management L P
N/A—10,047-10,047-100%$2.9M———
Ally Financial Inc.
N/A—10,000-10,000-100%$2.9M———
SCP Investment, LP
N/A—10,000-10,000-100%$2.9M———
PYA Waltman Capital, LLC
N/A—9,941-9,941-100%$2.9M———
Investment Advisory Services Group LLC
N/A—9,889-9,889-100%$2.9M———
Walsky Investment Management, Inc.
N/A—9,873-9,873-100%$2.9M———
Barometer Capital Management Inc.
N/A—9,870-9,870-100%$2.9M———
Disciplined Investments, LLC
N/A—9,848-9,848-100%$2.8M———
Hamrick Investment Counsel, llc
N/A—9,830-9,830-100%$2.8M———
Gambit Capital Management, LLC
N/A—9,814-9,814-100%$2.8M———
Barnes Pettey Financial Advisors, LLC
N/A—9,807-9,807-100%$2.8M———
Thompson David Blair
N/A—9,798-9,798-100%$2.8M———
Aspen Wealth Strategies, LLC
N/A—9,793-9,793-100%$2.8M———
Access Financial Services, Inc.
N/A—9,753-9,753-100%$2.8M———
Adapt Wealth Advisors, LLC
N/A—9,743-9,743-100%$2.8M———
Sprott Inc.
N/A—9,711-9,711-100%$2.8M———
Old West Investment Management, LLC
N/A—9,685-9,685-100%$2.8M———
Panoramic Investment Advisors, LLC
N/A—9,671-9,671-100%$2.8M———
Rosenblum Silverman Sutton S F Inc
N/A—9,660-9,660-100%$2.8M———
Adams Wealth Management
N/A—9,612-9,612-100%$2.8M———
Vista Investment Management
N/A—9,593-9,593-100%$2.8M———
Everstar Asset Management, LLC
N/A—9,589-9,589-100%$2.8M———
Boothbay Fund Management, LLC
N/A—9,589-9,589-100%$2.8M———
Aspiring Ventures, LLC
N/A—9,588-9,588-100%$2.8M———
Requisite Capital Management, LLC
N/A—9,570-9,570-100%$2.8M———
Pack Private Wealth, LLC
N/A—9,565-9,565-100%$2.8M———
Continental Investors Services, Inc.
N/A—9,563-9,563-100%$3.0M———
Johnson Wealth Management, LLC
N/A—9,478-9,478-100%$2.7M———
Presper Financial Architects, LLC
N/A—9,458-9,458-100%$2.7M———
Mpwm Advisory Solutions, LLC
N/A—9,452-9,452-100%$2.7M———
Astra Wealth Partners LLC
N/A—9,413-9,413-100%$2.7M———
Maimon Wealth Management Ltd.
N/A—9,395-9,395-100%$2.7M———
Valtrion Capital Management, LLC
N/A—9,386-9,386-100%$2.7M———
Prasad Wealth Partners, LLC
N/A—9,340-9,340-100%$2.7M———
Paradigm Capital Management, LLC
N/A—9,330-9,330-100%$2.7M———
Ithaka Group LLC
N/A—9,326-9,326-100%$2.7M———
Index Technologies Group LLC
N/A—9,308-9,308-100%$2.7M———
Element Squared LLC
N/A—9,296-9,296-100%$2.7M———
Hudson Portfolio Management LLC
N/A—9,289-9,289-100%$2.7M———
Colter Lewis Investment Partners LLC
N/A—9,284-9,284-100%$2.7M———
Premier Private Wealth Management LLC
N/A—9,254-9,254-100%$2.7M———
Miller Investment Management, LP
N/A—9,215-9,215-100%$2.7M———
5T Wealth, LLC
N/A—9,198-9,198-100%$2.7M———
Pursuit Wealth Strategies, LLC
N/A—9,129-9,129-100%$2.6M———
Vigil Wealth Management, LLC
N/A—9,090-9,090-100%$2.6M———
Quinn Opportunity Partners LLC
N/A—9,000-9,000-100%$2.6M———
Graham Capital Management, L.P.
N/A—9,000-9,000-100%$2.6M———
Freedom Investment Management, Inc.
N/A—8,990-8,990-100%$2.6M———
TRU Independence Asset Management 2, LLC
N/A—8,987-8,987-100%$2.6M———
NerdWallet Wealth Partners, LLC
N/A—8,987-8,987-100%$2.6M———
Independent Family Office, LLC
N/A—8,957-8,957-100%$2.6M———
Van Diest Capital, LLC
N/A—8,937-8,937-100%$2.6M———
Boston Partners
N/A—8,929-8,929-100%$2.6M———
Hilltop Wealth Advisors, LLC
N/A—8,928-8,928-100%$2.6M———
Scharf Investments, LLC
N/A—8,870-8,870-100%$2.6M———
Walsh & Associates, LLC
N/A—8,862-8,862-100%$2.6M———
Morris Financial Concepts, Inc.
N/A—8,827-8,827-100%$2.6M———
Element Wealth, LLC
N/A—8,825-8,825-100%$2.6M———
Pingora Partners LLC
N/A—8,794-8,794-100%$2.5M———
Cornerstone Advisors Asset Management, LLC
N/A—8,772-8,772-100%$2.5M———
Tilson Financial Group, Inc.
N/A—8,720-8,720-100%$2.5M———
Credit Industriel ET Commercial
N/A—8,714-8,714-100%$2.5M———
Tandem Financial, LLC
N/A—8,712-8,712-100%$2.5M———
Phocas Financial Corp.
N/A—8,706-8,706-100%$2.5M———
JMG Financial Group, Ltd.
N/A—8,701-8,701-100%$2.5M———
PlanVest Financial, Inc
N/A—8,696-8,696-100%$2.5M———
Dogwood Wealth Management LLC
N/A—8,690-8,690-100%$2.5M———
Waterford Advisors, LLC
N/A—8,679-8,679-100%$2.5M———
Wallace Hart LLC
N/A—8,670-8,670-100%$2.5M———
Millington Financial Advisors, LLC
N/A—8,670-8,670-100%$2.9M———
C M Bidwell & Associates LTD
N/A—8,658-8,658-100%$2.5M———
Cunning Capital Partners, LP
N/A—8,640-8,640-100%$2.5M———
Financial Sense Advisors, Inc.
N/A—8,610-8,610-100%$2.5M———
Wallace Advisory Group, LLC
N/A—8,565-8,565-100%$2.5M———
Brightwater Advisory LLC
N/A—8,524-8,524-100%$2.5M———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—8,485-8,485-100%$2.6M———
Sharp Wealth Advisory, LLC
N/A—8,457-8,457-100%$2.4M———
Bruce G. Allen Investments, LLC
N/A—8,454-8,454-100%$2.4M———
Galilei Investment Office LLP
N/A—8,449-8,449-100%$2.4M———
Aegis Wealth Management LLC
N/A—8,402-8,402-100%$2.4M———
Nicholson Meyer Capital Management, Inc.
N/A—8,395-8,395-100%$2.4M———
Tripletail Wealth Management, LLC
N/A—8,383-8,383-100%$2.6M———
Genesis Wealth Advisors, LLC
N/A—8,358-8,358-100%$2.4M———
Alpha Capital Advisors Inc
N/A—8,332-8,332-100%$2.4M———
Corsair Capital Management, L.P.
N/A—8,312-8,312-100%$2.4M———
Graney & King, LLC
N/A—8,304-8,304-100%$2.4M———
WorthPointe, LLC
N/A—8,303-8,303-100%$2.4M———
Cadia Private Client LLC
N/A—8,299-8,299-100%$2.4M———
Joule Financial, LLC
N/A—8,244-8,244-100%$2.4M———
Hill Investment Group Partners, LLC
N/A—8,198-8,198-100%$2.4M———
Elite Life Management LLC
N/A—8,180-8,180-100%$2.5M———
America First Investment Advisors, LLC
N/A—8,156-8,156-100%$2.4M———
Entelevest, LLC
N/A—8,116-8,116-100%$2.3M———
Campbell Deegan Wealth Management, LLC
N/A—8,110-8,110-100%$2.3M———
Capital Asset Managemnet, LLC
N/A—8,061-8,061-100%$2.3M———
Aristotle Capital Management, LLC
N/A—8,000-8,000-100%$2.3M———
Woodbridge Co LTD
N/A—8,000-8,000-100%$2.3M———
Kirkwood Financial Services
N/A—7,988-7,988-100%$2.3M———
Pring Turner Capital Group Inc
N/A—7,986-7,986-100%$2.5M———
Gentry Private Wealth, LLC
N/A—7,935-7,935-100%$2.3M———
Alpha Financial Partners LLC
N/A—7,848-7,848-100%$2.3M———
Rwwm, Inc.
N/A—7,841-7,841-100%$2.3M———
OneAscent Wealth Management LLC
N/A—7,805-7,805-100%$2.3M———
SPX Gestao de Recursos Ltda
N/A—7,800-7,800-100%$2.3M———
Trevian Wealth Management LLC
N/A—7,782-7,782-100%$2.3M———
Momentum Wealth Planning, LLC
N/A—7,759-7,759-100%$2.2M———
Valley Financial Group, Inc.
N/A—7,747-7,747-100%$2.2M———
Tolleson Wealth Management, Inc.
N/A—7,712-7,712-100%$2.2M———
HighMark Wealth Management LLC
N/A—7,608-7,608-100%$2.2M———
Laidlaw Wealth Management LLC
N/A—7,597-7,597-100%$2.2M———
White Wing Wealth Management
N/A—7,588-7,588-100%$2.2M———
Passive Capital Management, Llc.
N/A—7,550-7,550-100%$2.1M———
Clarkston Capital Partners, LLC
N/A—7,547-7,547-100%$2.2M———
Cornerstone Financial Management LLC
N/A—7,544-7,544-100%$2.2M———
Portland Investment Counsel Inc.
N/A—7,535-7,535-100%$2.2M———
VestGen Investment Management
N/A—7,524-7,524-100%$2.2M———
Plum Street Advisors, LLC
N/A—7,513-7,513-100%$2.2M———
Bellwether Advisors, LLC
N/A—7,490-7,490-100%$2.2M———
Verdad Advisers, LP
N/A—7,445-7,445-100%$2.2M———
Oak Wealth Advisors LLC
N/A—7,431-7,431-100%$2.2M———
Markin Asset Management, LP
N/A—7,395-7,395-100%$2.1M———
Arcadia Wealth Management, Inc.
N/A—7,391-7,391-100%$2.1M———
Ark Wealth Advisors LLC
N/A—7,386-7,386-100%$2.1M———
Goodman Financial Corp
N/A—7,277-7,277-100%$2.1M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—7,267-7,267-100%$2.1M———
PCB Capital LLC
N/A—7,235-7,235-100%$2.1M———
Lowery Thomas, LLC
N/A—7,226-7,226-100%$2.1M———
Pinnacle Wealth Management, LLC
N/A—7,216-7,216-100%$2.1M———
Bravias Capital Group, LLC
N/A—7,215-7,215-100%$2.1M———
Hansen & Associates Financial Group, Inc.
N/A—7,209-7,209-100%$2.3M———
AXA S.A.
N/A—7,195-7,195-100%$1.8M———
Tillman Hartley LLC
N/A—7,145-7,145-100%$2.1M———
Navera Investment Management Ltd.
N/A—7,144-7,144-100%$2.1M———
Kanen Wealth Management LLCA
N/A—7,103-7,103-100%$2.1M———
Evergreen Wealth Partners LLC
N/A—7,093-7,093-100%$2.1M———
Veridan Wealth LLC
N/A—7,083-7,083-100%$2.0M———
Horizon Family Wealth, Inc.
N/A—7,069-7,069-100%$2.0M———
Kilter Group LLC
N/A—7,061-7,061-100%$2.0M———
Seaside Wealth Management, Inc.
N/A—7,031-7,031-100%$2.0M———
Coign Capital Advisors LLC
N/A—7,001-7,001-100%$2.0M———
Jordan Park Group LLC
N/A—7,000-7,000-100%$2.0M———
Arcus Capital Partners, LLC
N/A—6,983-6,983-100%$2.0M———
Beckerman Institutional, LLC
N/A—6,972-6,972-100%$2.0M———
Turim 21 Investimentos Ltda.
N/A—6,967-6,967-100%$2.0M———
1015 Capital Partners, LLC
N/A—6,949-6,949-100%$2.0M———
Earnest Partners LLC
N/A—6,918-6,918-100%$2.0M———
Vermillion & White Wealth Management Group, LLC
N/A—6,899-6,899-100%$2.0M———
Capital Investment Management, Inc.
N/A—6,848-6,848-100%$2.0M———
Tribridge Partners Financial LLC
N/A—6,847-6,847-100%$2.3M———
Heron Bay Capital Management
N/A—6,810-6,810-100%$2.0M———
Severin Investments, LLC
N/A—6,791-6,791-100%$2.0M———
a16z Perennial Management, L.P.
N/A—6,790-6,790-100%$2.0M———
Camelot Portfolios, LLC
N/A—6,784-6,784-100%$2.0M———
Orcam Financial Group
N/A—6,759-6,759-100%$2.0M———
Expressive Wealth LLC
N/A—6,757-6,757-100%$2.0M———
Encore Global Management, LP
N/A—6,750-6,750-100%$2.0M———
Virtus Investment Advisers, LLC
N/A—6,733-6,733-100%$1.9M———
Investment Counsel Co of Nevada
N/A—6,716-6,716-100%$1.9M———
Mission Hills Financial Advisory, LLC
N/A—6,687-6,687-100%$1.9M———
Stillwater Private Wealth, LLC
N/A—6,686-6,686-100%$2.0K———
Battery Global Advisors, LLC
N/A—6,656-6,656-100%$1.9M———
Dark Forest Capital Management LP
N/A—6,621-6,621-100%$1.9M———
Fortis Advisors, LLC
N/A—6,614-6,614-100%$1.9M———
Roble, Belko & Company, Inc
N/A—6,550-6,550-100%$1.9M———
Benson Wealth Management Inc
N/A—6,532-6,532-100%$1.9M———
McNamara Financial Services, Inc.
N/A—6,515-6,515-100%$1.9M———
Phillips Wealth Planners LLC
N/A—6,474-6,474-100%$2.0M———
Hyperion Capital Advisors LP
N/A—6,458-6,458-100%$1.9M———
Silver OAK Wealth Advisors Services, LLC
N/A—6,421-6,421-100%$1.9M———
Chico Wealth RIA
N/A—6,408-6,408-100%$1.9M———
Prepared Retirement Institute LLC
N/A—6,343-6,343-100%$1.8M———
Odyssey Group, LLC
N/A—6,340-6,340-100%$1.8M———
Horizon Kinetics Asset Management LLC
N/A—6,323-6,323-100%$1.8M———
Claris Advisors, LLC / MO /
N/A—6,310-6,310-100%$1.8M———
Curio Wealth, LLC
N/A—6,259-6,259-100%$1.8M———
Tandem Wealth Advisors LLC
N/A—6,249-6,249-100%$1.8M———
Ninepoint Partners LP
N/A—6,227-6,227-100%$1.8M———
AllGen Financial Advisors, Inc.
N/A—6,225-6,225-100%$1.8M———
Hopwood Nicholas Hunter
N/A—6,215-6,215-100%$1.8M———
LEE Johnson Capital Management, LLC
N/A—6,197-6,197-100%$1.8M———
Schiavi & Co LLC
N/A—6,195-6,195-100%$1.8M———
Kinloch Capital, LLC
N/A—6,185-6,185-100%$1.8M———
Resolute Capital, LLC
N/A—6,176-6,176-100%$1.8M———
Fairbanks Capital Management, Inc.
N/A—6,160-6,160-100%$1.8M———
OneAscent Family Office, LLC
N/A—6,117-6,117-100%$1.8M———
Professional Financial Solutions LLC
N/A—6,115-6,115-100%$1.8M———
Engineers Gate Manager LP
N/A—6,110-6,110-100%$1.8M———
Adalta Capital Management LLC
N/A—6,095-6,095-100%$1.8M———
Gross & Hartman Investments LLC
N/A—6,085-6,085-100%$1.8M———
Compton Financial Group, LLC
N/A—6,067-6,067-100%$1.8M———
RED Reef Advisors LLC
N/A—6,065-6,065-100%$1.8M———
Legacy Wealth Managment, LLC
N/A—6,061-6,061-100%$1.8M———
Black Swift Group, LLC
N/A—6,045-6,045-100%$1.7M———
Caitlin John, LLC
N/A—6,021-6,021-100%$1.7M———
PeakShares LLC
N/A—6,003-6,003-100%$1.7M———
Mork Capital Management, LLC
N/A—6,000-6,000-100%$1.7M———
Twin Tree Management, LP
N/A—5,996-5,996-100%$1.7M———
Stance Capital LLC
N/A—5,991-5,991-100%$1.7M———
George Kaiser Family Foundation
N/A—5,989-5,989-100%$1.7M———
Steelhead Wealth Management LLC
N/A—5,971-5,971-100%$1.7M———
Pitti Group Wealth Management, LLC
N/A—5,946-5,946-100%$1.7M———
Broyhill Asset Management, LLC
N/A—5,945-5,945-100%$1.7M———
Davis Wealth Advisors, LLC
N/A—5,928-5,928-100%$1.7M———
Addison Advisors LLC
N/A—5,926-5,926-100%$1.7M———
Chatterton & Associates Inc.
N/A—5,920-5,920-100%$1.9M———
Midwestern Financial, LLC
N/A—5,885-5,885-100%$1.7M———
Beacon Harbor Wealth Advisors, Inc.
N/A—5,873-5,873-100%$1.8M———
Longview Financial Advisors LLC
N/A—5,861-5,861-100%$1.7M———
Avanda Investment Management Pte. Ltd.
N/A—5,820-5,820-100%$1.7M———
IFS Group,LLC
N/A—5,815-5,815-100%$1.7M———
AlphaGrep UK Ltd
N/A—5,807-5,807-100%$1.7M———
CMC Financial Group
N/A—5,772-5,772-100%$1.7M———
Up Capital Management, Inc.
N/A—5,752-5,752-100%$1.7M———
Sheridan Capital Management, LLC
N/A—5,734-5,734-100%$1.7M———
Copia Wealth Management
N/A—5,730-5,730-100%$1.7M———
GatePass Capital, LLC
N/A—5,628-5,628-100%$1.6M———
S&T Bank
N/A—5,601-5,601-100%$1.6M———
Welch Capital Partners LLC
N/A—5,601-5,601-100%$1.6M———
ArchPoint Investors
N/A—5,586-5,586-100%$1.6M———
Horizon Bancorp Inc
N/A—5,582-5,582-100%$1.6M———
Alpine Global Management, LLC
N/A—5,581-5,581-100%$1.6M———
Intentional Wealth Strategies, LLC
N/A—5,575-5,575-100%$1.6M———
Cedrus Wealth Group LLC
N/A—5,491-5,491-100%$1.6M———
Carter Financial, LLC
N/A—5,461-5,461-100%$1.6M———
Signal Tree Financial Partners LLC
N/A—5,416-5,416-100%$1.6M———
Deepwater Asset Management, LLC
N/A—5,409-5,409-100%$1.6M———
von Borstel & Associates, Inc.
N/A—5,408-5,408-100%$1.6M———
Great OAK Capital Partners, LLC
N/A—5,381-5,381-100%$1.7M———
Seneschal Advisors, LLC
N/A—5,381-5,381-100%$1.6M———
Qsemble Capital Management, LP
N/A—5,368-5,368-100%$1.6M———
Tacita Capital Inc
N/A—5,366-5,366-100%$1.6M———
Shay Capital LLC
N/A—5,350-5,350-100%$1.5M———
Alexis Investment Partners, LLC
N/A—5,294-5,294-100%$1.5M———
Voya Financial Advisors, Inc.
N/A—5,288-5,288-100%$1.5M———
Argo Wealth Advisory, LLC
N/A—5,281-5,281-100%$1.5M———
HFG Advisors, Inc.
N/A—5,224-5,224-100%$1.5M———
USA Financial Formulas
N/A—5,223-5,223-100%$1.5M———
Osbon Capital Management LLC
N/A—5,194-5,194-100%$1.5M———
Keystone Financial Services, LLC
N/A—5,189-5,189-100%$1.5M———
Highland Investment Advisors LLC
N/A—5,179-5,179-100%$1.5M———
DiPaolo Financial Group, Inc.
N/A—5,164-5,164-100%$1.5M———
Balanced Rock Investment Advisors LLC
N/A—5,128-5,128-100%$1.5M———
Fischer Investment Strategies, LLC
N/A—5,120-5,120-100%$1.5M———
Keystone Financial Services
N/A—5,094-5,094-100%$1.5M———
Three Bearings Fiduciary Advisors, Inc.
N/A—5,060-5,060-100%$1.5M———
Spahn Wealth & Retirement LLC
N/A—5,028-5,028-100%$1.5M———
Avant Capital LLC
N/A—5,003-5,003-100%$1.4M———
Lane Generational LLC
N/A—4,987-4,987-100%$1.4M———
Trailhead Planners LLC
N/A—4,977-4,977-100%$1.4M———
JRM Investment Counsel, LLC
N/A—4,971-4,971-100%$1.4M———
S Harris Financial Group, LLC
N/A—4,960-4,960-100%$1.4M———
Shepherd Wealth Management Ltd Liability Co
N/A—4,956-4,956-100%$1.5M———
HC Advisors, LLC
N/A—4,953-4,953-100%$1.4M———
Parker Investment Management, LLC
N/A—4,952-4,952-100%$1.4M———
denkapparat Operations GmbH
N/A—4,934-4,934-100%$1.4M———
Tumwater Wealth Management, LLC
N/A—4,827-4,827-100%$1.4M———
Sankala Group LLC
N/A—4,802-4,802-100%$1.5M———
Nova Wealth Management, Inc.
N/A—4,715-4,715-100%$1.4M———
Envision Financial Transparency, LLC
N/A—4,683-4,683-100%$1.4M———
LGT Financial Advisors LLC
N/A—4,661-4,661-100%$1.3M———
Strategic Financial Partners, Ltd.
N/A—4,661-4,661-100%$1.3M———
Mason Investment Advisory Services, Inc.
N/A—4,651-4,651-100%$1.3M———
Semper Augustus Investments Group LLC
N/A—4,640-4,640-100%$1.3M———
Unconventional Investor, LLC
N/A—4,621-4,621-100%$1.3M———
Gardner Russo & Quinn LLC
N/A—4,601-4,601-100%$1.3M———
Spwm Advisors LLC
N/A—4,584-4,584-100%$1.5M———
Consultiva Wealth Management, Corp.
N/A—4,574-4,574-100%$1.3M———
Atlantic Family Wealth, LLC
N/A—4,563-4,563-100%$1.3M———
Sender Co & Partners, Inc.
N/A—4,538-4,538-100%$1.3M———
Aurdan Capital Management, LLC
N/A—4,507-4,507-100%$1.3M———
Barnett & Company, Inc.
N/A—4,473-4,473-100%$1.3M———
Daner Wealth Management, LLC
N/A—4,315-4,315-100%$1.3M———
Greenland Capital Management LP
N/A—4,313-4,313-100%$1.2M———
Graver Capital Management, LLC
N/A—4,228-4,228-100%$1.2M———
Madden Advisory Services, Inc.
N/A—4,209-4,209-100%$1.2M———
Luken Investment Analytics, LLC
N/A—4,199-4,199-100%$1.2M———
CBM Financial, LLC
N/A—4,166-4,166-100%$1.4M———
Twin Focus Capital Partners, LLC
N/A—4,078-4,078-100%$1.2M———
Driehaus Capital Management LLC
N/A—4,029-4,029-100%$1.2M———
Crestmont Private Wealth LLC
N/A—4,017-4,017-100%$1.2M———
CapitalatWork S.A.
N/A—4,000-4,000-100%$1.2M———
Bramshill Investments, LLC
N/A—4,000-4,000-100%$1.2M———
Heartland Advisors Inc
N/A—3,989-3,989-100%$1.2M———
Numerai GP LLC
N/A—3,979-3,979-100%$1.2M———
Toews Corp
N/A—3,974-3,974-100%$1.1M———
WealthTrak Capital Management LLC
N/A—3,966-3,966-100%$1.1M———
Comprehensive Money Management Services LLC
N/A—3,961-3,961-100%$1.1M———
Amova Asset Management Americas, Inc.
N/A—3,930-3,930-100%$1.1M———
PMV Capital Advisers, LLC
N/A—3,918-3,918-100%$1.1M———
Kropog Financial Group, LLC
N/A—3,859-3,859-100%$1.1M———
Kiker Wealth Management, LLC
N/A—3,844-3,844-100%$1.1M———
Silver Coast Investments LLC
N/A—3,805-3,805-100%$1.1M———
Note Advisors, LLC
N/A—3,791-3,791-100%$1.1M———
American Asset Management Inc.
N/A—3,778-3,778-100%$1.1M———
Alpha Financial Advisors, LLC
N/A—3,771-3,771-100%$1.1M———
Hurricane Capital Advisors LLC
N/A—3,770-3,770-100%$1.1M———
Formulate Financial LLC
N/A—3,724-3,724-100%$1.1M———
Solano Wealth Investment Advisors LLC
N/A—3,685-3,685-100%$1.1M———
Genesis Financial Group, LLC
N/A—3,672-3,672-100%$1.1M———
Ionic Capital Management LLC
N/A—3,668-3,668-100%$1.1M———
Jacobs Equity LLC
N/A—3,599-3,599-100%$1.0M———
Safe Harbor Family Capital, LLC
N/A—3,594-3,594-100%$1.0M———
Prelude Capital Management, LLC
N/A—3,582-3,582-100%$1.0M———
Delaney Capital Management Ltd.
N/A—3,535-3,535-100%$1.0M———
Oberweis Asset Management Inc/
N/A—3,532-3,532-100%$1.0M———
Hoya Capital Real Estate, LLC
N/A—3,500-3,500-100%$1.0M———
Mustico Financial Group, Inc.
N/A—3,478-3,478-100%$1.2M———
Petra Financial Advisors Inc
N/A—3,458-3,458-100%$1.0M———
YCG, LLC
N/A—3,446-3,446-100%$997.1K———
Old Mission Capital LLC
N/A—3,412-3,412-100%$987.1K———
Quantessence Capital LLC
N/A—3,410-3,410-100%$986.7K———
Riverview Trust Co
N/A—3,405-3,405-100%$985.3K———
New England Asset Management Inc
N/A—3,382-3,382-100%$978.6K———
BIT Capital GmbH
N/A—3,363-3,363-100%$973.1K———
Kinetic Wealth Investment Advisors LLC
N/A—3,341-3,341-100%$966.7K———
Forum Private Client Group LLC
N/A—3,322-3,322-100%$961.3K———
Lotus Technology Management, LP
N/A—3,315-3,315-100%$959.2K———
Matters Capital LLC
N/A—3,250-3,250-100%$940.5K———
Infrastructure Capital Advisors, LLC
N/A—3,245-3,245-100%$939.0K———
Harvest Investment Advisors, LLC
N/A—3,219-3,219-100%$931.5K———
AlpenGlobal Capital LLC
N/A—3,204-3,204-100%$927.1K———
PMG Wealth Management, Inc.
N/A—3,203-3,203-100%$926.8K———
Investors Portfolio Services LLC
N/A—3,199-3,199-100%$925.7K———
Godfrey Financial Associates, Inc.
N/A—3,191-3,191-100%$923.2K———
Cauble & Harre Wealth Management, Inc.
N/A—3,182-3,182-100%$920.6K———
Ehrenkranz Partners L.P.
N/A—3,155-3,155-100%$912.9K———
Vistica Wealth Advisors, LLC
N/A—3,132-3,132-100%$906.2K———
Clark Estates Inc
N/A—3,111-3,111-100%$900.2K———
Harborfront Financial Group LLC
N/A—3,102-3,102-100%$897.6K———
Group One Trading LLC
N/A—3,097-3,097-100%$896.1K———
Kahn Brothers Group Inc
N/A—3,092-3,092-100%$894.7K———
Navis Wealth Advisors, LLC
N/A—3,073-3,073-100%$889.2K———
Boyar Asset Management Inc.
N/A—3,051-3,051-100%$882.8K———
Dravo BAY LLC
N/A—3,042-3,042-100%$880.2K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—3,025-3,025-100%$875.3K———
Birnam Oak Advisors, LP
N/A—3,000-3,000-100%$868.1K———
MTM Financial Group, LLC
N/A—2,980-2,980-100%$862.4K———
Atlantic Private Wealth, LLC
N/A—2,969-2,969-100%$859.1K———
Tencap Wealth Coaching, LLC
N/A—2,966-2,966-100%$858.3K———
GFI Investment Counsel Ltd.
N/A—2,961-2,961-100%$856.8K———
Fieldview Capital Management, LLC
N/A—2,957-2,957-100%$855.6K———
Flow Traders U.S. LLC
N/A—2,954-2,954-100%$855.0K———
Northeast Planning Associates, Inc. / NH /
N/A—2,905-2,905-100%$728.9K———
Cassady Wealth & Retirement Planning, LLC
N/A—2,900-2,900-100%$839.2K———
Ashford Capital Management Inc
N/A—2,895-2,895-100%$837.7K———
Polen Capital Management LLC
N/A—2,892-2,892-100%$836.7K———
Blom & Howell Financial Planning, Inc.
N/A—2,891-2,891-100%$836.4K———
Columbia River Financial Group, LLC
N/A—2,860-2,860-100%$827.0K———
Cascade Wealth Advisors, Inc
N/A—2,838-2,838-100%$889.3K———
Cinctive Capital Management LP
N/A—2,832-2,832-100%$819.5K———
Three Cord True Wealth Management, LLC
N/A—2,823-2,823-100%$816.9K———
Resolute Wealth Advisor, Inc.
N/A—2,803-2,803-100%$711.4K———
Cornerstone Financial Group, LLC
N/A—2,800-2,800-100%$810.3K———
American Capital Management Inc
N/A—2,800-2,800-100%$810.2K———
Hamilton Capital Partners, LLC
N/A—2,793-2,793-100%$808.0K———
Peloton Wealth Strategists
N/A—2,738-2,738-100%$792.0K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—2,683-2,683-100%$776.4K———
Turner Financial Group, Inc.
N/A—2,671-2,671-100%$773.0K———
RBO & Co LLC
N/A—2,669-2,669-100%$772.3K———
One Wealth Map LLC
N/A—2,650-2,650-100%$896.3K———
Cullen Capital Management, LLC
N/A—2,640-2,640-100%$763.9K———
Teucrium Investment Advisors, LLC
N/A—2,583-2,583-100%$747.4K———
Traction Financial Partners, LLC
N/A—2,571-2,571-100%$744.0K———
Morton Community Bank
N/A—2,534-2,534-100%$733.2K———
Hunter Perkins Capital Management, LLC
N/A—2,511-2,511-100%$727.0K———
Knott David M Jr
N/A—2,494-2,494-100%$721.7K———
Imprint Wealth LLC
N/A—2,482-2,482-100%$718.2K———
WHI Trust Co LLC
N/A—2,482-2,482-100%$718.2K———
Piedmont Capital Management, LLC
N/A—2,473-2,473-100%$729.0K———
J.E. Simmons & Co., P.C.
N/A—2,441-2,441-100%$706.3K———
Investments & Financial Planning, LLC
N/A—2,404-2,404-100%$695.6K———
Fairholme Capital Management LLC
N/A—2,400-2,400-100%$694.5K———
Blackstone Inc.
N/A—2,394-2,394-100%$692.7K———
Demming Financial Services Corp
N/A—2,386-2,386-100%$690.5K———
SPG Advisors LLC
N/A—2,382-2,382-100%$689.1K———
Troutman Wealth Management, LLC
N/A—2,340-2,340-100%$677.1K———
Verity Wealth Advisors
N/A—2,318-2,318-100%$670.7K———
Capital Markets Trading UK LLP
N/A—2,306-2,306-100%$667.0K———
Sovereign Investment Advisors, LLC
N/A—2,289-2,289-100%$662.3K———
Cadence Wealth Management LLC
N/A—2,286-2,286-100%$661.5K———
Rice Hall James & Associates, LLC
N/A—2,265-2,265-100%$655.4K———
Croban
N/A—2,191-2,191-100%$634.0K———
Optimus Capital Advisors, LLC
N/A—2,190-2,190-100%$633.7K———
Copley Financial Group, Inc.
N/A—2,135-2,135-100%$617.8K———
Jump Financial, LLC
N/A—2,115-2,115-100%$612.0K———
Palouse Capital Management, Inc.
N/A—2,100-2,100-100%$607.7K———
Prossimo Advisors, LLC
N/A—2,064-2,064-100%$597.2K———
Corient IA LP
N/A—2,060-2,060-100%$596.1K———
American Investment Services, Inc.
N/A—2,010-2,010-100%$581.5K———
SkyView Investment Advisors, LLC
N/A—2,000-2,000-100%$579.0K———
J. Goldman & Co LP
N/A—2,000-2,000-100%$578.7K———
Standard Family Office LLC
N/A—1,996-1,996-100%$577.6K———
FLP Wealth Management, LLC
N/A—1,994-1,994-100%$576.9K———
P.A.W. Capital Corp
N/A—1,950-1,950-100%$564.3K———
Theory Financial LLC
N/A—1,948-1,948-100%$563.7K———
OakTrust Wealth Advisors, LLC
N/A—1,934-1,934-100%$559.7K———
Envision Financial Planning, LLC
N/A—1,915-1,915-100%$554.2K———
Innovator Capital Management, LLC
N/A—1,912-1,912-100%$553.3K———
Integrated Wealthcare, LLC
N/A—1,908-1,908-100%$552.1K———
Intrinsic Value Partners, LLC
N/A—1,903-1,903-100%$550.7K———
Brooktree Capital Management
N/A—1,882-1,882-100%$544.6K———
Jacobson & Schmitt Advisors, LLC
N/A—1,848-1,848-100%$534.7K———
American Wealth Advisors, LLC
N/A—1,843-1,843-100%$533.2K———
Ironwood Investment Management LLC
N/A—1,836-1,836-100%$531.3K———
TrueWealth Financial Partners
N/A—1,799-1,799-100%$520.6K———
Resolute Advisors LLC
N/A—1,775-1,775-100%$513.6K———
OV Management LLC
N/A—1,769-1,769-100%$511.9K———
Chesapeake Capital Corp
N/A—1,768-1,768-100%$511.6K———
Bellevue Group AG
N/A—1,768-1,768-100%$540.5K———
AdvisorShares Investments LLC
N/A—1,763-1,763-100%$510.1K———
Kickstand Ventures, Llc.
N/A—1,744-1,744-100%$504.5K———
AF Advisors, Inc.
N/A—1,735-1,735-100%$502.1K———
GHE, LLC
N/A—1,723-1,723-100%$498.6K———
Delta Global Management LP
N/A—1,716-1,716-100%$496.5K———
Outlook Capital Management, LLC
N/A—1,701-1,701-100%$492.2K———
Bristlecone Value Partners, LLC
N/A—1,700-1,700-100%$492.1K———
Luminist Capital LLC
N/A—1,700-1,700-100%$495.4K———
Perspective Wealth Advisors LLC
N/A—1,697-1,697-100%$491.0K———
Providence Financial Advisors, LLC
N/A—1,696-1,696-100%$490.9K———
BlueSpruce Investments, LP
N/A—1,662-1,662-100%$480.9K———
Perissos Private Wealth Management, LLC
N/A—1,604-1,604-100%$464.1K———
Viaable, LLC
N/A—1,588-1,588-100%$467.4K———
Fidelis Wealth Advisors LLC
N/A—1,581-1,581-100%$457.5K———
McCartney Wealth Management LLC
N/A—1,574-1,574-100%$455.6K———
Rivernorth Capital Management, LLC
N/A—1,568-1,568-100%$453.7K———
Timbuktu Capital Management, LLC
N/A—1,566-1,566-100%$453.1K———
January Capital Advisors LLC
N/A—1,545-1,545-100%$447.1K———
American Alpha Advisors, LLC
N/A—1,542-1,542-100%$446.2K———
ArborFi Advisors, LLC
N/A—1,526-1,526-100%$441.6K———
Legacy PCG, LLC
N/A—1,525-1,525-100%$470.0K———
Scholtz & Company, LLC
N/A—1,505-1,505-100%$435.5K———
Gabelli & Co Investment Advisers, Inc.
N/A—1,500-1,500-100%$434.0K———
Top Private Wealth Llc.
N/A—1,498-1,498-100%$433.5K———
Titan Global Capital Management USA LLC
N/A—1,488-1,488-100%$430.7K———
Iconiq Capital, LLC
N/A—1,470-1,470-100%$425.4K———
Core Capital Management & Research, inc.
N/A—1,466-1,466-100%$454.5K———
Noble Wealth Partners LLC
N/A—1,446-1,446-100%$418.5K———
Revere Asset Management, Inc
N/A—1,443-1,443-100%$417.5K———
NFC Investments, LLC
N/A—1,440-1,440-100%$417.0K———
ESL Trust Services, LLC
N/A—1,435-1,435-100%$415.2K———
EMC Capital Management
N/A—1,434-1,434-100%$470———
TCM Advisors, LLC
N/A—1,425-1,425-100%$412.3K———
R.m.sincerbeaux Capital Management LLC
N/A—1,414-1,414-100%$409.2K———
Sharpepoint LLC
N/A—1,408-1,408-100%$407.3K———
Amara Financial, Llc.
N/A—1,357-1,357-100%$392.6K———
Hanover Advisors Inc
N/A—1,355-1,355-100%$392.1K———
Templeton & Phillips Capital Management, LLC
N/A—1,340-1,340-100%$387.7K———
Game Creek Capital, LP
N/A—1,335-1,335-100%$386.3K———
Retirement Management Systems Inc.
N/A—1,319-1,319-100%$381.7K———
Sandler Capital Management
N/A—1,315-1,315-100%$380.5K———
Morrissey Wealth Management, LLC
N/A—1,303-1,303-100%$434.9K———
Samjo Management, LLC
N/A—1,280-1,280-100%$370.4K———
Goldstream Capital Management Ltd
N/A—1,274-1,274-100%$368.6K———
Generations Wealth, LLC
N/A—1,265-1,265-100%$366.0K———
Evoke Wealth, LLC
N/A—1,255-1,255-100%$363.4K———
Palladiem, LLC
N/A—1,251-1,251-100%$361.9K———
HFM Investment Advisors, LLC
N/A—1,249-1,249-100%$361.4K———
Interactive Financial Advisors, Inc.
N/A—1,241-1,241-100%$359.1K———
Fora Capital, LLC
N/A—1,181-1,181-100%$341.5K———
Pura Vida Investments, LLC
N/A—1,165-1,165-100%$337.1K———
Larch Capital Partners LLC
N/A—1,157-1,157-100%$334.8K———
1492 Capital Management LLC
N/A—1,154-1,154-100%$333.9K———
Managed Asset Portfolios, LLC
N/A—1,147-1,147-100%$331.8K———
10Elms LLP
N/A—1,132-1,132-100%$327.6K———
Cygnus Capital Advisors, LLC
N/A—1,120-1,120-100%$324.0K———
Granger Management LLC
N/A—1,100-1,100-100%$318.5K———
Applied Capital LLC
N/A—1,093-1,093-100%$316.3K———
Fi3 Financial Advisors, LLC
N/A—1,091-1,091-100%$361.9K———
LGL Partners, LLC
N/A—1,073-1,073-100%$310.6K———
Pandowealth. LLC
N/A—1,065-1,065-100%$308.1K———
Gator Capital Management, LLC
N/A—1,056-1,056-100%$305.6K———
Oxford Asset Management LLP
N/A—1,055-1,055-100%$305.3K———
JHP Wealth Management, LLC
N/A—1,031-1,031-100%$298.2K———
EQ Wealth Advisors, LLC
N/A—1,031-1,031-100%$298.3K———
Kastel Capital Advisors, LLC
N/A—1,024-1,024-100%$260.0K———
Ciovacco Capital Management LLC
N/A—994-994-100%$287.6K———
Disciplined Growth Investors Inc
N/A—992-992-100%$287.0K———
Stuart Investment Advisors, Inc.
N/A—984-984-100%$284.8K———
Round Hill Asset Management
N/A—979-979-100%$283.3K———
XP Advisory US, Inc.
N/A—961-961-100%$278.1K———
Ruane, Cunniff & Goldfarb L.P.
N/A—961-961-100%$278.1K———
Capstone Wealth Management, Inc.
N/A—956-956-100%$281.1K———
Causeway Capital Management LLC
N/A—947-947-100%$274.0K———
Oakmont Advisory Group, LLC
N/A—947-947-100%$274.1K———
Broadview Financial Management, LLC
N/A—923-923-100%$267.2K———
Bontempo Ohly Capital Mgmt LLC
N/A—923-923-100%$267.1K———
Grand Wealth Management, LLC
N/A—922-922-100%$266.8K———
VAN DEN Berg Management I, Inc
N/A—904-904-100%$261.5K———
Colrain Capital LLC
N/A—900-900-100%$260.4K———
VanWeelden Wealth Management, LLC
N/A—888-888-100%$257.0K———
Sherwood Financial Partners, LLC
N/A—883-883-100%$255.5K———
Twin City Private Wealth, LLC
N/A—877-877-100%$253.7K———
Members Advisory Group LLC
N/A—865-865-100%$250.3K———
Blueshift Asset Management, LLC
N/A—858-858-100%$248.3K———
Williamson Legacy Group, LLC
N/A—854-854-100%$247.1K———
Polymer Capital Management (US) LLC
N/A—846-846-100%$244.8K———
Astoria Strategic Wealth, Inc.
N/A—813-813-100%$235.3K———
Mittelman Wealth Management
N/A—805-805-100%$549.5K———
Axiom Financial Strategies, LLC
N/A—797-797-100%$230.6K———
Cutler Capital Management, LLC
N/A—787-787-100%$227.7K———
Hershey Financial Advisers, LLC
N/A—778-778-100%$225.1K———
First Wilshire Securities Management Inc
N/A—770-770-100%$222.8K———
Massar Capital Management, LP
N/A—704-704-100%$203.7K———
Regatta Research & Money Management
N/A—669-669-100%$192.8K———
Atomic Invest LLC
N/A—606-606-100%$170.6K———
Bard Associates Inc
N/A—557-557-100%$161.2K———
Volterra Technologies LP
N/A—554-554-100%$160.3K———
Cordant, Inc.
N/A—534-534-100%$154.6K———
Titan Wealth (CI) Ltd
N/A—491-491-100%$142.0K———
Centiva Capital, LP
N/A—477-477-100%$138.0K———
Quarry LP
N/A—470-470-100%$136.0K———
Teachers Insurance & Annuity Association of America
N/A—430-430-100%$124.4K———
Sumitomo Mitsui Financial Group, Inc.
N/A—409-409-100%$118.3K———
Bamco Inc
N/A—408-408-100%$118.1K———
Morgan Dempsey Capital Management LLC
N/A—365-365-100%$105.6K———
Dixon Mitchell Investment Counsel Inc.
N/A—357-357-100%$169.3K———
ABS Investment Management LLC
N/A—289-289-100%$376.2K———
Timmons Wealth Management, LLC
N/A—252-252-100%$72.9K———
Disciplina Capital Management LLC
N/A—237-237-100%$68.4K———
Conquis Financial LLC
N/A—220-220-100%$63.7K———
Longfellow Investment Management Co LLC
N/A—105-105-100%$30.4K———
Avenir Tech Ltd
N/A—100-100-100%$28.9K———
Positano Wealth Management Ltd
N/A—80-80-100%$23.1K———
Park Square Financial Group, LLC
N/A—78-78-100%$22.6K———
Vanguard Advisers Inc
N/A—39-39-100%$11.3K———
Ross\johnson & Associates LLC
N/A—24-24-100%$6.9K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$2.9K———
Capital Advisor Network LLC
N/A—9-9-100%$2.6K———
Capco Asset Management, LLC
N/A—4-4-100%$1.2K———
Globeflex Capital L P
N/A—1-1-100%$289———
Showing 6256 of 6256 institutions