IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Applied Materials Inc (AMAT)

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
Shares22,551,514 from 22,007,983
Change+543,531 (+2%)
Value$11.5B (-$4.4B)
Filed 2026-11-06
Amundi
INCREASED
Shares8,044,763 from 7,808,207
Change+236,556 (+3%)
Value$4.1B (-$1.5B)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares6,569,870 from 7,021,201
Change-451,331 (-6%)
Value$3.4B (-$1.7B)
Filed 2026-11-05
Sanders Capital, LLC
DECREASED
Shares5,162,011 from 6,094,372
Change-932,361 (-15%)
Value$2.6B (-$1.8B)
Filed 2026-11-02
Deutsche Bank Ag\
DECREASED
Shares3,925,291 from 3,997,687
Change-72,396 (-2%)
Value$2.0B (-$883.0M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares3,494,732 from 3,443,414
Change+51,318 (+1%)
Value$1.8B (-$702.5M)
Filed 2026-11-06
Swedbank AB
INCREASED
Shares2,910,599 from 2,893,202
Change+17,397 (+1%)
Value$1.5B (-$603.4M)
Filed 2026-10-27
Dimensional Fund Advisors LP
DECREASED
Shares2,584,925 from 2,691,332
Change-106,407 (-4%)
Value$1.3B (-$623.9M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,150,243 from 2,034,179
Change+116,064 (+6%)
Value$1.1B (-$370.0M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares2,103,271 from 1,884,226
Change+219,045 (+12%)
Value$1.1B (-$286.7M)
Filed 2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED
Shares2,015,594 from 1,963,208
Change+52,386 (+3%)
Value$1.0B (-$388.7M)
Filed 2026-10-20
Citigroup Inc
DECREASED
Shares1,997,253 from 2,896,473
Change-899,220 (-31%)
Value$1.0B (-$1.1B)
Filed 2026-11-04
Pictet Asset Management Holding SA
DECREASED
Shares1,794,206 from 2,084,024
Change-289,818 (-14%)
Value$917.5M (-$588.7M)
Filed 2026-11-03
Parnassus Investments, LLC
DECREASED
Shares1,618,826 from 2,531,747
Change-912,921 (-36%)
Value$827.8M (-$1.0B)
Filed 2026-10-22
DekaBank Deutsche Girozentrale
INCREASED
Shares1,575,511 from 816,742
Change+758,769 (+93%)
Value$807.1M (+$806.9M)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares1,311,913 from 1,274,698
Change+37,215 (+3%)
Value$671.0M (-$244.3M)
Filed 2026-11-06
KBC Group NV
DECREASED
Shares1,196,982 from 1,249,386
Change-52,404 (-4%)
Value$612.1M (-$291.2M)
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares1,106,374 from 1,495,836
Change-389,462 (-26%)
Value$565.8M (-$508.0M)
Filed 2026-10-29
ProShare Advisors LLC
INCREASED
Shares1,023,240 from 970,792
Change+52,448 (+5%)
Value$523.3M (-$178.6M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares1,005,495 from 916,507
Change+88,988 (+10%)
Value$514.2M (-$148.4M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares986,041 from 975,112
Change+10,929 (+1%)
Value$504.2M (-$200.8M)
Filed 2026-11-03
Principal Financial Group Inc
DECREASED
Shares929,098 from 1,008,591
Change-79,493 (-8%)
Value$475.1M (-$254.1M)
Filed 2026-11-02
Assenagon Asset Management S.A.
INCREASED
Shares767,698 from 532,010
Change+235,688 (+44%)
Value$392.6M (+$7.9M)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares762,794 from 753,434
Change+9,360 (+1%)
Value$390.1M (-$154.7M)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares742,188 from 713,175
Change+29,013 (+4%)
Value$379.5M (-$136.1M)
Filed 2026-11-02
Aberdeen Group plc
DECREASED
Shares725,271 from 748,775
Change-23,504 (-3%)
Value$370.9M (-$170.5M)
Filed 2026-11-06
Alecta Tjanstepension Omsesidigt
DECREASED
Shares714,000 from 735,500
Change-21,500 (-3%)
Value$365.1M (-$166.7M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares690,456 from 605,023
Change+85,433 (+14%)
Value$353.1M (-$84.3M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares674,089 from 667,761
Change+6,328 (+1%)
Value$344.7M (-$138.1M)
Filed 2026-11-02
William Blair Investment Management, LLC
INCREASED
Shares606,347 from 497,946
Change+108,401 (+22%)
Value$310.1M (-$49.9M)
Filed 2026-11-06
New York State Teachers Retirement System
DECREASED
Shares597,830 from 617,517
Change-19,687 (-3%)
Value$305.7M (-$140.7M)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares564,563 from 570,378
Change-5,815 (-1%)
Value$288.7M (-$123.7M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares554,373 from 599,348
Change-44,975 (-7%)
Value$283.5M (-$149.8M)
Filed 2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares532,722 from 561,108
Change-28,386 (-5%)
Value$272.4M (-$133.3M)
Filed 2026-11-06
ABN Amro Investment Solutions
INCREASED
Shares492,874 from 418,651
Change+74,223 (+18%)
Value$252.0M (-$50.6M)
Filed 2026-10-21
Fisher Asset Management, LLC
INCREASED
Shares478,666 from 440,384
Change+38,282 (+9%)
Value$244.8M (-$73.6M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares466,464 from 383,415
Change+83,049 (+22%)
Value$238.5M (-$38.7M)
Filed 2026-10-21
Fort Washington Investment Advisors Inc
DECREASED
Shares445,079 from 445,286
Change-207 (0%)
Value$227.6M (-$94.3M)
Filed 2026-10-15
LSV Asset Management
DECREASED
Shares443,469 from 677,323
Change-233,854 (-35%)
Value$226.8M (-$262.9M)
Filed 2026-11-06
Cardano Risk Management B.V.
INCREASED
Shares441,606 from 362,421
Change+79,185 (+22%)
Value$225.8M (-$36.2M)
Filed 2026-10-20
Thrivent Financial for Lutherans
DECREASED
Shares430,323 from 449,455
Change-19,132 (-4%)
Value$218.0M (-$107.0M)
Filed 2026-11-05
Sarasin & Partners LLP
NEW
Shares428,405
Change+428,405
Value$219.1M
Filed 2026-10-13
CIBC Asset Management Inc
INCREASED
Shares415,805 from 385,950
Change+29,855 (+8%)
Value$212.6M (-$66.2M)
Filed 2026-11-05
UniSuper Management Pty Ltd
DECREASED
Shares412,651 from 491,182
Change-78,531 (-16%)
Value$211.0M (-$144.1M)
Filed 2026-10-26
AGF Management LTD
DECREASED
Shares397,419 from 852,219
Change-454,800 (-53%)
Value$203.2M (-$412.9M)
Filed 2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED
Shares393,229 from 264,778
Change+128,451 (+49%)
Value$201.1M (+$10.3M)
Filed 2026-11-06
GF Fund Management Co. Ltd.
INCREASED
Shares374,542 from 374,268
Change+274 (+0%)
Value$191.5M (-$79.1M)
Filed 2026-10-26
Retirement Systems of Alabama
DECREASED
Shares373,945 from 465,079
Change-91,134 (-20%)
Value$191.2M (-$145.0M)
Filed 2026-11-04
Vontobel Holding Ltd.
DECREASED
Shares369,984 from 376,030
Change-6,046 (-2%)
Value$189.2M (-$82.7M)
Filed 2026-10-16
SEB Asset Management AB
DECREASED
Shares367,321 from 451,702
Change-84,381 (-19%)
Value$187.8M (-$138.7M)
Filed 2026-11-04
Asset Management One Co., Ltd.
DECREASED
Shares363,868 from 370,282
Change-6,414 (-2%)
Value$186.1M (-$81.6M)
Filed 2026-10-27
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares358,226 from 376,698
Change-18,472 (-5%)
Value$183.2M (-$89.2M)
Filed 2026-10-15
Swiss Life Asset Management Ltd
INCREASED
Shares355,213 from 288,215
Change+66,998 (+23%)
Value$181.6M (-$26.7M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares346,326 from 700,511
Change-354,185 (-51%)
Value$84.7M (-$228.1M)
Filed 2026-10-13
OFI Invest Asset Management
INCREASED
Shares335,075 from 292,173
Change+42,902 (+15%)
Value$151.2M (-$34.2M)
Filed 2026-11-06
Raiffeisen Bank International AG
DECREASED
Shares290,036 from 340,187
Change-50,151 (-15%)
Value$148.5M (-$87.9M)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares284,688 from 301,109
Change-16,421 (-5%)
Value$145.6M (-$72.1M)
Filed 2026-10-30
Nykredit A/S
INCREASED
Shares284,304 from 279,075
Change+5,229 (+2%)
Value$145.4M (-$56.4M)
Filed 2026-11-06
Lazard Freres Gestion S.A.S.
DECREASED
Shares281,513 from 363,875
Change-82,362 (-23%)
Value$144.0M (-$119.1M)
Filed 2026-11-03
Daiwa Securities Group Inc.
INCREASED
Shares280,808 from 246,380
Change+34,428 (+14%)
Value$143.6M (-$34.5M)
Filed 2026-10-29
Calamos Advisors LLC
DECREASED
Shares279,893 from 303,395
Change-23,502 (-8%)
Value$143.1M (-$76.2M)
Filed 2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares275,739 from 418,601
Change-142,862 (-34%)
Value$141.0M (-$161.6M)
Filed 2026-10-22
Strs Ohio
DECREASED
Shares270,510 from 285,901
Change-15,391 (-5%)
Value$138.3M (-$68.4M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares260,700 from 260,004
Change+696 (+0%)
Value$133.3M (-$54.7M)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
DECREASED
Shares256,414 from 256,607
Change-193 (0%)
Value$131.1M (-$54.4M)
Filed 2026-11-05
Border to Coast Pensions Partnership Ltd
INCREASED
Shares254,298 from 205,377
Change+48,921 (+24%)
Value$129.9M (-$18.5M)
Filed 2026-10-09
Grandfield & Dodd, LLC
DECREASED
Shares241,627 from 248,027
Change-6,400 (-3%)
Value$123.6M (-$55.8M)
Filed 2026-10-29
Rakuten Investment Management, Inc.
NEW
Shares240,905
Change+240,905
Value$123.3M
Filed 2026-10-30
Country Trust Bank
INCREASED
Shares238,506 from 187,934
Change+50,572 (+27%)
Value$122.0M (-$13.9M)
Filed 2026-10-30
Xponance LLC
INCREASED
Shares235,374 from 229,388
Change+5,986 (+3%)
Value$120.4M (-$45.5M)
Filed 2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED
Shares234,612 from 231,212
Change+3,400 (+1%)
Value$120.0M (-$47.2M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares228,124 from 225,892
Change+2,232 (+1%)
Value$116.7M (-$46.7M)
Filed 2026-10-13
Crestwood Advisors Group, LLC
DECREASED
Shares225,079 from 240,264
Change-15,185 (-6%)
Value$115.1M (-$58.6M)
Filed 2026-10-27
Nisa Investment Advisors, LLC
DECREASED
Shares223,421 from 224,996
Change-1,575 (-1%)
Value$114.3M (-$48.4M)
Filed 2026-10-20
Arizona State Retirement System
INCREASED
Shares222,679 from 220,211
Change+2,468 (+1%)
Value$113.9M (-$45.3M)
Filed 2026-11-03
Flossbach VON Storch SE
INCREASED
Shares222,505 from 206,808
Change+15,697 (+8%)
Value$113.8M (-$35.7M)
Filed 2026-10-28
State of Michigan Retirement System
DECREASED
Shares219,351 from 223,051
Change-3,700 (-2%)
Value$112.2M (-$49.1M)
Filed 2026-10-27
Vest Financial, LLC
DECREASED
Shares210,514 from 268,892
Change-58,378 (-22%)
Value$107.7M (-$86.8M)
Filed 2026-10-21
Argent Capital Management LLC
DECREASED
Shares205,787 from 213,780
Change-7,993 (-4%)
Value$105.2M (-$49.3M)
Filed 2026-10-05
Lido Advisors, LLC
INCREASED
Shares205,463 from 188,967
Change+16,496 (+9%)
Value$105.1M (-$31.6M)
Filed 2026-11-04
IFM Investors Pty Ltd
INCREASED
Shares188,748 from 182,448
Change+6,300 (+3%)
Value$96.5M (-$35.4M)
Filed 2026-10-14
ASR Vermogensbeheer N.V.
DECREASED
Shares186,134 from 208,353
Change-22,219 (-11%)
Value$95.2M (-$55.5M)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
DECREASED
Shares180,152 from 185,724
Change-5,572 (-3%)
Value$91.8M (-$17.5M)
Filed 2026-10-13
Achmea Investment Management B.V.
NEW
Shares178,036
Change+178,036
Value$91.1M
Filed 2026-10-30
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares176,957 from 181,875
Change-4,918 (-3%)
Value$90.5M (-$41.0M)
Filed 2026-10-19
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares175,413 from 175,287
Change+126 (+0%)
Value$89.7M (-$37.0M)
Filed 2026-11-03
Beutel, Goodman & Co Ltd.
DECREASED
Shares173,060 from 231,052
Change-57,992 (-25%)
Value$88.5M (-$78.6M)
Filed 2026-11-04
Henshaw Capital LLC
UNCHANGED
Shares171,300 from 171,300
Change0 (0%)
Value$87.6M (-$36.3M)
Filed 2026-11-03
Boston Trust Walden Corp
DECREASED
Shares169,714 from 231,137
Change-61,423 (-27%)
Value$86.8M (-$80.3M)
Filed 2026-10-30
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares166,305 from 140,817
Change+25,488 (+18%)
Value$85.0M (-$16.8M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares165,156 from 94,682
Change+70,474 (+74%)
Value$84.5M (+$16.0M)
Filed 2026-11-02
Amalgamated Bank
DECREASED
Shares160,500 from 163,810
Change-3,310 (-2%)
Value$82.1M (-$36.4M)
Filed 2026-10-23
Union Bancaire Privee, UBP SA
DECREASED
Shares156,593 from 164,416
Change-7,823 (-5%)
Value$320.9M (-$167.9M)
Filed 2026-11-04
BCV Asset Management Inc.
DECREASED
Shares156,508 from 161,516
Change-5,008 (-3%)
Value$80.4M (-$32.1M)
Filed 2026-11-06
OP Asset Management Ltd
INCREASED
Shares154,731 from 110,481
Change+44,250 (+40%)
Value$79.1M (-$751.4K)
Filed 2026-11-05
Wedge Capital Management L L P
INCREASED
Shares149,928 from 139,749
Change+10,179 (+7%)
Value$76.7M (-$24.4M)
Filed 2026-10-13
Candriam S.C.A.
INCREASED
Shares146,209 from 87,010
Change+59,199 (+68%)
Value$75.0M (+$12.2M)
Filed 2026-11-03
Edgemoor Investment Advisors, Inc.
DECREASED
Shares144,410 from 146,720
Change-2,310 (-2%)
Value$73.8M (-$32.2M)
Filed 2026-11-03
BSN Capital Partners Ltd
INCREASED
Shares143,000 from 50,000
Change+93,000 (+186%)
Value$67.8M (+$38.4M)
Filed 2026-10-23
Talbot Financial, LLC
INCREASED
Shares142,577 from 140,818
Change+1,759 (+1%)
Value$72.9M (-$28.9M)
Filed 2026-10-19
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares141,877 from 147,637
Change-5,760 (-4%)
Value$72.6M (-$34.2M)
Filed 2026-10-30
Fiera Capital Corp
INCREASED
Shares141,783 from 87,327
Change+54,456 (+62%)
Value$72.5M (+$9.4M)
Filed 2026-11-06
J. Safra Sarasin Holding AG
DECREASED
Shares141,368 from 201,443
Change-60,075 (-30%)
Value$67.7M (-$67.6M)
Filed 2026-10-26
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares140,706 from 140,466
Change+240 (+0%)
Value$72.0M (-$29.6M)
Filed 2026-10-30
Baker Avenue Asset Management, LP
INCREASED
Shares137,175 from 119,071
Change+18,104 (+15%)
Value$70.1M (-$15.9M)
Filed 2026-11-06
Virginia Retirement Systems ET Al
DECREASED
Shares136,624 from 172,864
Change-36,240 (-21%)
Value$69.9M (-$55.1M)
Filed 2026-10-28
New York Life Investment Management LLC
INCREASED
Shares134,219 from 130,731
Change+3,488 (+3%)
Value$68.6M (-$25.9M)
Filed 2026-11-04
Avity Investment Management Inc.
INCREASED
Shares132,143 from 131,067
Change+1,076 (+1%)
Value$67.6M (-$27.2M)
Filed 2026-10-09
Busey Bank
DECREASED
Shares129,515 from 131,046
Change-1,531 (-1%)
Value$66.2M (-$28.5M)
Filed 2026-10-26
Norris Perne & French LLP
DECREASED
Shares126,380 from 139,995
Change-13,615 (-10%)
Value$64.6M (-$36.6M)
Filed 2026-10-23
Maj Invest Holding A/S
DECREASED
Shares124,960 from 176,751
Change-51,791 (-29%)
Value$63.9M (-$63.9M)
Filed 2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares124,726 from 125,930
Change-1,204 (-1%)
Value$63.8M (-$27.3M)
Filed 2026-10-22
Trust Co of Vermont
INCREASED
Shares122,925 from 119,735
Change+3,190 (+3%)
Value$62.9M (-$23.7M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares122,560 from 136,887
Change-14,327 (-10%)
Value$62.7M (-$36.3M)
Filed 2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares119,725 from 116,721
Change+3,004 (+3%)
Value$61.2M (-$23.2M)
Filed 2026-10-20
Artemis Investment Management LLP
DECREASED
Shares119,052 from 146,571
Change-27,519 (-19%)
Value$60.9M (-$45.1M)
Filed 2026-10-08
Reynders McVeigh Capital Management, LLC
INCREASED
Shares118,800 from 105,987
Change+12,813 (+12%)
Value$60.8M (-$15.9M)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares117,055 from 114,400
Change+2,655 (+2%)
Value$59.9M (-$22.9M)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares115,249 from 123,042
Change-7,793 (-6%)
Value$58.9M (-$30.0M)
Filed 2026-10-15
Fideuram Asset Management (Ireland) dac
DECREASED
Shares114,035 from 191,103
Change-77,068 (-40%)
Value$59.5M (-$33.3M)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares113,616 from 109,748
Change+3,868 (+4%)
Value$58.1M (-$21.2M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares108,413 from 116,250
Change-7,837 (-7%)
Value$55.4M (-$28.6M)
Filed 2026-11-04
Carnegie Investment Counsel
DECREASED
Shares108,067 from 111,680
Change-3,613 (-3%)
Value$55.3M (-$25.5M)
Filed 2026-10-20
McGuire Investment Group, LLC
DECREASED
Shares104,199 from 108,139
Change-3,940 (-4%)
Value$53.3M (-$24.9M)
Filed 2026-10-23
Cardinal Capital Management, Inc.
DECREASED
Shares101,516 from 101,688
Change-172 (0%)
Value$51.9M (-$21.6M)
Filed 2026-10-16
Profund Advisors LLC
DECREASED
Shares99,969 from 110,290
Change-10,321 (-9%)
Value$51.1M (-$28.6M)
Filed 2026-10-29
Oregon Public Employees Retirement Fund
INCREASED
Shares97,611 from 97,566
Change+45 (+0%)
Value$49.9M (-$20.6M)
Filed 2026-10-30
iA Global Asset Management Inc.
INCREASED
Shares97,385 from 94,397
Change+2,988 (+3%)
Value$49.8M (-$18.4M)
Filed 2026-10-29
National Mutual Insurance Federation of Agricultural Cooperatives
DECREASED
Shares97,000 from 105,000
Change-8,000 (-8%)
Value$49.6M (-$26.3M)
Filed 2026-10-28
Cohen Capital Management, Inc.
DECREASED
Shares95,920 from 111,621
Change-15,701 (-14%)
Value$49.1M (-$31.7M)
Filed 2026-10-14
Maple Capital Management, Inc.
DECREASED
Shares95,248 from 98,094
Change-2,846 (-3%)
Value$48.7M (-$22.2M)
Filed 2026-11-02
Compagnie Lombard Odier SCmA
INCREASED
Shares94,568 from 78,035
Change+16,533 (+21%)
Value$48.4M (-$8.1M)
Filed 2026-11-04
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares93,113 from 79,032
Change+14,081 (+18%)
Value$47.6M (-$9.5M)
Filed 2026-11-06
Generate Investment Management Ltd
INCREASED
Shares93,087 from 16,275
Change+76,812 (+472%)
Value$47.6M (+$35.8M)
Filed 2026-10-14
Gateway Investment Advisers LLC
INCREASED
Shares92,526 from 24,165
Change+68,361 (+283%)
Value$47.3M (+$29.8M)
Filed 2026-10-13
Corda Investment Management, Llc.
DECREASED
Shares91,549 from 107,018
Change-15,469 (-14%)
Value$46.8M (-$30.6M)
Filed 2026-10-22
Lountzis Asset Management, LLC
DECREASED
Shares91,166 from 101,308
Change-10,142 (-10%)
Value$46.6M (-$26.6M)
Filed 2026-10-30
Guinness Asset Management LTD
DECREASED
Shares90,636 from 90,796
Change-160 (0%)
Value$46.3M (-$19.3M)
Filed 2026-11-05
Illinois Municipal Retirement Fund
DECREASED
Shares89,589 from 90,591
Change-1,002 (-1%)
Value$45.8M (-$19.7M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares89,435 from 82,740
Change+6,695 (+8%)
Value$45.7M (-$14.1M)
Filed 2026-10-28
Louisiana State Employees Retirement System
DECREASED
Shares89,000 from 91,700
Change-2,700 (-3%)
Value$45.5M (-$20.8M)
Filed 2026-10-20
North Growth Management Ltd.
DECREASED
Shares89,000 from 91,000
Change-2,000 (-2%)
Value$45.4M (-$20.4M)
Filed 2026-10-20
Midwest Trust Co
DECREASED
Shares88,978 from 95,762
Change-6,784 (-7%)
Value$45.5M (-$23.7M)
Filed 2026-10-22
State of Alaska, Department of Revenue
INCREASED
Shares87,957 from 86,706
Change+1,251 (+1%)
Value$45.0M (-$17.7M)
Filed 2026-10-15
Avanza Fonder AB
INCREASED
Shares87,857 from 78,803
Change+9,054 (+11%)
Value$44.9M (-$12.0M)
Filed 2026-10-13
Zevenbergen Capital Investments LLC
INCREASED
Shares86,800 from 78,800
Change+8,000 (+10%)
Value$44.4M (-$12.6M)
Filed 2026-10-08
Mutual of America Capital Management LLC
DECREASED
Shares84,672 from 85,201
Change-529 (-1%)
Value$43.3M (-$18.3M)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
DECREASED
Shares84,485 from 109,153
Change-24,668 (-23%)
Value$43.2M (-$35.7M)
Filed 2026-10-15
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares83,708 from 82,648
Change+1,060 (+1%)
Value$42.8M (-$16.9M)
Filed 2026-10-22
SteelPeak Wealth, LLC
DECREASED
Shares83,245 from 84,338
Change-1,093 (-1%)
Value$42.6M (-$18.4M)
Filed 2026-10-16
Natixis
NEW
Shares82,019
Change+82,019
Value$41.9M
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED
Shares80,594 from 86,486
Change-5,892 (-7%)
Value$41.2M (-$21.3M)
Filed 2026-10-13
Harbor Island Capital LLC
DECREASED
Shares80,169 from 92,498
Change-12,329 (-13%)
Value$41.0M (-$25.9M)
Filed 2026-10-23
Carmel Capital Management L.L.C.
DECREASED
Shares78,933 from 79,258
Change-325 (0%)
Value$40.4M (-$16.9M)
Filed 2026-10-30
Yousif Capital Management, LLC
DECREASED
Shares78,207 from 79,018
Change-811 (-1%)
Value$40.0M (-$17.1M)
Filed 2026-10-22
Maryland State Retirement & Pension System
INCREASED
Shares76,348 from 42,680
Change+33,668 (+79%)
Value$39.0M (+$8.2M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares75,928 from 120,779
Change-44,851 (-37%)
Value$40.2M (-$38.3M)
Filed 2026-10-16
Generali Asset Management SPA SGR
DECREASED
Shares73,987 from 74,898
Change-911 (-1%)
Value$37.8M (-$16.3M)
Filed 2026-10-26
Eastern Bank
DECREASED
Shares73,559 from 76,969
Change-3,410 (-4%)
Value$37.6M (-$18.0M)
Filed 2026-10-05
Pinnacle Associates LTD
DECREASED
Shares73,249 from 92,679
Change-19,430 (-21%)
Value$37.5M (-$29.5M)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares73,199 from 65,311
Change+7,888 (+12%)
Value$38.7M (-$3.8M)
Filed 2026-11-04
Sava Infond d.o.o.
INCREASED
Shares71,930 from 70,530
Change+1,400 (+2%)
Value$36.8M (-$14.2M)
Filed 2026-10-28
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares70,237 from 75,567
Change-5,330 (-7%)
Value$35.9M (-$18.7M)
Filed 2026-10-21
Bokf, NA
DECREASED
Shares69,327 from 71,988
Change-2,661 (-4%)
Value$35.5M (-$16.6M)
Filed 2026-10-27
Covea Finance
INCREASED
Shares69,209 from 56,109
Change+13,100 (+23%)
Value$35.4M (-$5.2M)
Filed 2026-10-21
Meitav Investment House LTD
INCREASED
Shares68,629 from 4,817
Change+63,812 (+1325%)
Value$35.1M (+$31.6M)
Filed 2026-10-28
Capital Investment Counsel, Inc
DECREASED
Shares68,110 from 68,157
Change-47 (0%)
Value$34.8M (-$14.4M)
Filed 2026-10-20
First Nebraska Trust Co
DECREASED
Shares65,962 from 86,058
Change-20,096 (-23%)
Value$33.7M (-$28.5M)
Filed 2026-10-30
Zweig-DiMenna Associates LLC
INCREASED
Shares65,506 from 54,128
Change+11,378 (+21%)
Value$33.5M (-$5.6M)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares64,669 from 63,218
Change+1,451 (+2%)
Value$33.1M (-$12.6M)
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares63,806 from 66,913
Change-3,107 (-5%)
Value$32.6M (-$15.7M)
Filed 2026-10-28
Calamos Wealth Management LLC
DECREASED
Shares63,352 from 74,919
Change-11,567 (-15%)
Value$32.4M (-$21.8M)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares62,113 from 52,157
Change+9,956 (+19%)
Value$31.8M (-$5.9M)
Filed 2026-11-03
LBP AM SA
DECREASED
Shares61,995 from 118,355
Change-56,360 (-48%)
Value$31.7M (-$53.9M)
Filed 2026-11-06
Vise Technologies, Inc.
NEW
Shares61,828
Change+61,828
Value$31.6M
Filed 2026-10-29
Gulf International Bank (UK) Ltd
UNCHANGED
Shares61,689 from 61,689
Change0 (0%)
Value$31.5M (-$13.1M)
Filed 2026-10-20
First Citizens Bank & Trust Co
INCREASED
Shares61,377 from 57,637
Change+3,740 (+6%)
Value$31.4M (-$10.3M)
Filed 2026-10-14
Jamison Private Wealth Management, Inc.
DECREASED
Shares60,903 from 61,132
Change-229 (0%)
Value$31.1M (-$13.1M)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares60,232 from 52,923
Change+7,309 (+14%)
Value$43.5M (+$5.3M)
Filed 2026-11-06
Cambiar Investors LLC
INCREASED
Shares59,960 from 55,507
Change+4,453 (+8%)
Value$30.7M (-$9.5M)
Filed 2026-11-04
LVM Capital Management LTD
DECREASED
Shares58,870 from 65,908
Change-7,038 (-11%)
Value$30.1M (-$17.5M)
Filed 2026-10-20
Jacobs & Co
DECREASED
Shares58,456 from 58,701
Change-245 (0%)
Value$29.9M (-$12.5M)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED
Shares57,639 from 54,751
Change+2,888 (+5%)
Value$29.5M (-$10.1M)
Filed 2026-10-13
ProVise Management Group, LLC
DECREASED
Shares57,622 from 58,658
Change-1,036 (-2%)
Value$29.5M (-$12.9M)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED
Shares57,590 from 62,818
Change-5,228 (-8%)
Value$29.5M (-$16.0M)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares57,393 from 35,585
Change+21,808 (+61%)
Value$29.3M (+$3.6M)
Filed 2026-10-16
WoodTrust Financial Corp
DECREASED
Shares57,389 from 60,159
Change-2,770 (-5%)
Value$29.3M (-$14.1M)
Filed 2026-10-09
King Luther Capital Management Corp
INCREASED
Shares56,744 from 54,146
Change+2,598 (+5%)
Value$29.0M (-$10.1M)
Filed 2026-11-05
Glenview Trust Co
INCREASED
Shares55,516 from 52,980
Change+2,536 (+5%)
Value$28.4M (-$9.9M)
Filed 2026-10-28
Lmcg Investments, LLC
DECREASED
Shares54,658 from 61,133
Change-6,475 (-11%)
Value$28.0M (-$16.2M)
Filed 2026-10-21
Franklin Street Advisors Inc
INCREASED
Shares53,745 from 45,760
Change+7,985 (+17%)
Value$27.5M (-$5.6M)
Filed 2026-10-13
Capital Investment Advisors, LLC
DECREASED
Shares53,173 from 54,270
Change-1,097 (-2%)
Value$27.2M (-$12.0M)
Filed 2026-10-22
Cullen T Bankers, Inc.
DECREASED
Shares52,686 from 58,680
Change-5,994 (-10%)
Value$26.9M (-$15.5M)
Filed 2026-10-28
Banque Pictet & CIE SA
INCREASED
Shares51,195 from 50,506
Change+689 (+1%)
Value$26.1M (-$10.3M)
Filed 2026-10-16
Savant Capital, LLC
INCREASED
Shares50,278 from 35,324
Change+14,954 (+42%)
Value$25.7M (+$1.5M)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares50,186 from 51,878
Change-1,692 (-3%)
Value$25.7M (-$11.8M)
Filed 2026-11-04
Crossmark Global Holdings, Inc.
INCREASED
Shares49,442 from 44,626
Change+4,816 (+11%)
Value$25.3M (-$7.0M)
Filed 2026-10-21
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares49,365 from 50,817
Change-1,452 (-3%)
Value$25.2M (-$11.5M)
Filed 2026-10-13
Smithbridge Asset Management Inc
DECREASED
Shares48,979 from 51,018
Change-2,039 (-4%)
Value$25.0M (-$11.8M)
Filed 2026-10-19
Brookstone Capital Management
DECREASED
Shares48,769 from 57,769
Change-9,000 (-16%)
Value$24.9M (-$16.8M)
Filed 2026-10-22
Applied Finance Capital Management, LLC
DECREASED
Shares48,418 from 83,758
Change-35,340 (-42%)
Value$24.8M (-$35.8M)
Filed 2026-11-03
Matrix Asset Advisors Inc
DECREASED
Shares47,847 from 48,044
Change-197 (0%)
Value$24.5M (-$10.3M)
Filed 2026-10-13
Cullinan Associates Inc
DECREASED
Shares46,332 from 46,437
Change-105 (0%)
Value$23.7M (-$9.9M)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares45,081 from 43,600
Change+1,481 (+3%)
Value$23.1M (-$8.5M)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares44,658 from 39,072
Change+5,586 (+14%)
Value$22.8M (-$5.4M)
Filed 2026-10-23
China Universal Asset Management Co., Ltd.
INCREASED
Shares44,620 from 41,061
Change+3,559 (+9%)
Value$22.8M (-$6.8M)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares44,551 from 46,176
Change-1,625 (-4%)
Value$22.8M (-$10.6M)
Filed 2026-11-05
Moran Wealth Management, LLC
DECREASED
Shares44,390 from 46,459
Change-2,069 (-4%)
Value$22.7M (-$10.9M)
Filed 2026-10-22
Oppenheimer & Co Inc
DECREASED
Shares43,730 from 45,900
Change-2,170 (-5%)
Value$22.4M (-$10.8M)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares43,622 from 43,605
Change+17 (+0%)
Value$22.3M (-$9.2M)
Filed 2026-10-15
One Way Holdings LLC
INCREASED
Shares42,536 from 39,014
Change+3,522 (+9%)
Value$21.8M (-$6.5M)
Filed 2026-10-29
Hartford Investment Management Co
DECREASED
Shares42,499 from 43,864
Change-1,365 (-3%)
Value$21.7M (-$10.0M)
Filed 2026-11-04
F&V Capital Management, LLC
INCREASED
Shares42,298 from 42,185
Change+113 (+0%)
Value$21.6M (-$8.9M)
Filed 2026-10-19
Prospera Financial Services Inc
DECREASED
Shares42,192 from 70,875
Change-28,683 (-40%)
Value$16.5M (-$34.8M)
Filed 2026-11-04
D.A. Davidson & Co.
DECREASED
Shares42,012 from 48,872
Change-6,860 (-14%)
Value$21.5M (-$13.9M)
Filed 2026-10-28
American National Bank & Trust
DECREASED
Shares40,990 from 43,072
Change-2,082 (-5%)
Value$21.0M (-$10.2M)
Filed 2026-10-07
KCM Investment Advisors LLC
DECREASED
Shares40,533 from 42,903
Change-2,370 (-6%)
Value$20.7M (-$10.3M)
Filed 2026-10-27
Global X Japan Co., Ltd.
DECREASED
Shares39,957 from 48,594
Change-8,637 (-18%)
Value$20.4M (-$14.7M)
Filed 2026-10-21
JAG Capital Management, LLC
DECREASED
Shares39,648 from 52,874
Change-13,226 (-25%)
Value$20.3M (-$18.0M)
Filed 2026-11-06
New Mexico Educational Retirement Board
UNCHANGED
Shares39,486 from 39,486
Change0 (0%)
Value$20.2M (-$8.4M)
Filed 2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares39,409 from 39,786
Change-377 (-1%)
Value$20.2M (-$8.6M)
Filed 2026-10-22
Clearstead Advisors, LLC
DECREASED
Shares39,088 from 40,185
Change-1,097 (-3%)
Value$20.0M (-$9.1M)
Filed 2026-11-06
William Allan Corp
DECREASED
Shares39,010 from 40,181
Change-1,171 (-3%)
Value$19.9M (-$9.1M)
Filed 2026-10-14
First American Bank
DECREASED
Shares38,965 from 39,615
Change-650 (-2%)
Value$19.9M (-$8.7M)
Filed 2026-10-27
Suncoast Equity Management
DECREASED
Shares38,741 from 39,743
Change-1,002 (-3%)
Value$19.8M (-$8.9M)
Filed 2026-11-03
Howard Capital Management, LLC
INCREASED
Shares38,485 from 22,341
Change+16,144 (+72%)
Value$19.7M (+$3.5M)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares38,011 from 35,859
Change+2,152 (+6%)
Value$19.4M (-$6.5M)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares37,614 from 32,370
Change+5,244 (+16%)
Value$19.2M (-$4.1M)
Filed 2026-10-08
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares37,469 from 34,826
Change+2,643 (+8%)
Value$19.2M (-$6.0M)
Filed 2026-10-26
Burney Co/
DECREASED
Shares37,408 from 38,070
Change-662 (-2%)
Value$19.1M (-$8.4M)
Filed 2026-10-15
E. Ohman J:or Asset Management AB
INCREASED
Shares37,221 from 36,471
Change+750 (+2%)
Value$19.0M (-$7.3M)
Filed 2026-10-22
Modera Wealth Management, LLC
DECREASED
Shares37,186 from 37,783
Change-597 (-2%)
Value$19.0M (-$8.3M)
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares37,067 from 39,393
Change-2,326 (-6%)
Value$19.0M (-$9.5M)
Filed 2026-10-30
Fisher Funds Management LTD
DECREASED
Shares36,702 from 40,717
Change-4,015 (-10%)
Value$18.8M (-$10.7M)
Filed 2026-10-13
Markel Group Inc.
UNCHANGED
Shares36,350 from 36,350
Change0 (0%)
Value$18.6M (-$7.7M)
Filed 2026-10-30
CenterBook Partners LP
INCREASED
Shares36,079 from 8,510
Change+27,569 (+324%)
Value$18.5M (+$12.3M)
Filed 2026-11-02
Patton Albertson Miller Group, LLC
DECREASED
Shares35,358 from 36,852
Change-1,494 (-4%)
Value$18.1M (-$8.6M)
Filed 2026-10-26
Burr Financial Services, LLC
INCREASED
Shares35,349 from 34,799
Change+550 (+2%)
Value$18.1M (-$7.1M)
Filed 2026-10-08
Petredis Investment Advisors LLC
INCREASED
Shares35,129 from 35,047
Change+82 (+0%)
Value$18.0M (-$7.4M)
Filed 2026-10-20
Hall Laurie J Trustee
INCREASED
Shares35,073 from 32,328
Change+2,745 (+8%)
Value$17.9M (-$5.4M)
Filed 2026-10-06
Montag A & Associates Inc
DECREASED
Shares34,790 from 44,546
Change-9,756 (-22%)
Value$17.8M (-$14.4M)
Filed 2026-10-29
Isthmus Partners, LLC
INCREASED
Shares34,665 from 34,016
Change+649 (+2%)
Value$17.7M (-$6.9M)
Filed 2026-10-21
M&G Plc
INCREASED
Shares34,593 from 3,686
Change+30,907 (+839%)
Value$17.7M (+$15.0M)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares33,730 from 32,935
Change+795 (+2%)
Value$17.3M (-$6.5M)
Filed 2026-10-14
Willis Investment Counsel
INCREASED
Shares33,560 from 31,135
Change+2,425 (+8%)
Value$17.2M (-$5.3M)
Filed 2026-10-20
Ascent Wealth Partners, LLC
DECREASED
Shares33,525 from 49,131
Change-15,606 (-32%)
Value$17.1M (-$18.4M)
Filed 2026-10-23
Naples Global Advisors, LLC
DECREASED
Shares33,058 from 33,854
Change-796 (-2%)
Value$16.9M (-$7.6M)
Filed 2026-11-05
GHP Investment Advisors, Inc.
DECREASED
Shares33,047 from 37,342
Change-4,295 (-11%)
Value$16.9M (-$10.1M)
Filed 2026-10-15
Citizens Financial Group Inc
INCREASED
Shares32,748 from 32,374
Change+374 (+1%)
Value$16.7M (-$6.7M)
Filed 2026-10-23
Univest Financial Corp
DECREASED
Shares32,673 from 37,614
Change-4,941 (-13%)
Value$16.7M (-$10.5M)
Filed 2026-11-05
Compass Wealth Management LLC
DECREASED
Shares32,178 from 34,357
Change-2,179 (-6%)
Value$16.5M (-$8.4M)
Filed 2026-10-22
Evergreen Private Wealth LLC
DECREASED
Shares31,943 from 34,994
Change-3,051 (-9%)
Value$16.3M (-$9.3M)
Filed 2026-10-30
Praxis Investment Management Inc
UNCHANGED
Shares31,873 from 31,873
Change0 (0%)
Value$16.3M (-$6.7M)
Filed 2026-11-03
Citizens National Bank Trust Department
DECREASED
Shares31,410 from 32,440
Change-1,030 (-3%)
Value$16.1M (-$7.4M)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares31,376 from 32,142
Change-766 (-2%)
Value$16.0M (-$7.2M)
Filed 2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares31,271 from 27,556
Change+3,715 (+13%)
Value$16.0M (-$3.9M)
Filed 2026-10-27
Woodstock Corp
DECREASED
Shares31,011 from 31,408
Change-397 (-1%)
Value$15.9M (-$6.8M)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED
Shares30,995 from 31,721
Change-726 (-2%)
Value$15.9M (-$7.1M)
Filed 2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED
Shares30,882 from 29,338
Change+1,544 (+5%)
Value$15.8M (-$5.4M)
Filed 2026-10-26
Great Lakes Advisors, LLC
DECREASED
Shares30,831 from 31,296
Change-465 (-1%)
Value$15.8M (-$6.9M)
Filed 2026-11-06
Carret Asset Management, LLC
DECREASED
Shares30,781 from 31,772
Change-991 (-3%)
Value$15.7M (-$7.2M)
Filed 2026-11-04
Pacifica Partners Inc.
INCREASED
Shares30,060 from 29,637
Change+423 (+1%)
Value$15.9M (-$2.0M)
Filed 2026-10-09
Delta Financial Advisors LLC
DECREASED
Shares29,944 from 30,132
Change-188 (-1%)
Value$15.3M (-$6.5M)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares29,903 from 29,846
Change+57 (+0%)
Value$15.3M (-$6.3M)
Filed 2026-10-23
Blume Capital Management, Inc.
DECREASED
Shares29,767 from 30,091
Change-324 (-1%)
Value$15.2M (-$6.5M)
Filed 2026-10-26
Gold Investment Management Ltd.
DECREASED
Shares29,637 from 30,195
Change-558 (-2%)
Value$15.2M (-$6.7M)
Filed 2026-10-19
Kintegral Advisory, LLC
INCREASED
Shares29,521 from 29,355
Change+166 (+1%)
Value$15.1M (-$6.1M)
Filed 2026-10-16
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares29,518 from 28,062
Change+1,456 (+5%)
Value$15.1M (-$5.2M)
Filed 2026-10-20
Quadrant Capital Group LLC
INCREASED
Shares29,476 from 29,358
Change+118 (+0%)
Value$13.7M (-$7.5M)
Filed 2026-10-20
Oppenheimer Asset Management Inc.
INCREASED
Shares29,118 from 25,553
Change+3,565 (+14%)
Value$14.9M (-$3.6M)
Filed 2026-10-27
Churchill Financial Advisors, LLC
INCREASED
Shares29,056 from 28,502
Change+554 (+2%)
Value$14.9M (-$5.7M)
Filed 2026-10-20
PKO Investment Management Joint-Stock Co
INCREASED
Shares29,000 from 26,000
Change+3,000 (+12%)
Value$14.8M (-$4.0M)
Filed 2026-10-19
First Community Trust NA
INCREASED
Shares28,572 from 28,280
Change+292 (+1%)
Value$14.6M (-$5.8M)
Filed 2026-10-07
Hartford Financial Management Inc.
INCREASED
Shares28,245 from 28,239
Change+6 (+0%)
Value$14.4M (-$6.0M)
Filed 2026-10-21
GAM Holding AG
DECREASED
Shares28,122 from 37,829
Change-9,707 (-26%)
Value$14.4M (-$13.0M)
Filed 2026-11-03
Sawgrass Asset Management LLC
DECREASED
Shares27,832 from 28,062
Change-230 (-1%)
Value$14.2M (-$6.1M)
Filed 2026-11-03
Plimoth Trust Co LLC
INCREASED
Shares27,618 from 26,073
Change+1,545 (+6%)
Value$14.1M (-$4.7M)
Filed 2026-10-26
Soltis Investment Advisors LLC
INCREASED
Shares27,560 from 22,415
Change+5,145 (+23%)
Value$14.1M (-$2.1M)
Filed 2026-10-28
UMB Bank, n.a.
INCREASED
Shares27,410 from 9,138
Change+18,272 (+200%)
Value$14.0M (+$7.4M)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares27,249 from 27,226
Change+23 (+0%)
Value$13.9M (-$5.7M)
Filed 2026-11-03
Midway Capital Research & Management
DECREASED
Shares27,083 from 27,479
Change-396 (-1%)
Value$13.8M (-$6.0M)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares26,752 from 26,328
Change+424 (+2%)
Value$13.7M (-$5.4M)
Filed 2026-10-28
Boston Common Asset Management, LLC
DECREASED
Shares26,238 from 49,204
Change-22,966 (-47%)
Value$13.4M (-$22.2M)
Filed 2026-10-13
Argonautica Private Wealth Management, Inc
DECREASED
Shares26,123 from 27,270
Change-1,147 (-4%)
Value$13.4M (-$6.4M)
Filed 2026-11-02
Greenleaf Trust
DECREASED
Shares26,121 from 27,359
Change-1,238 (-5%)
Value$13.4M (-$6.4M)
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares25,923 from 24,813
Change+1,110 (+4%)
Value$13.3M (-$4.7M)
Filed 2026-10-08
Williams Jones Wealth Management, Llc.
DECREASED
Shares25,650 from 25,731
Change-81 (0%)
Value$13.1M (-$5.5M)
Filed 2026-11-05
Welch Group, LLC
INCREASED
Shares25,558 from 24,074
Change+1,484 (+6%)
Value$13.1M (-$4.3M)
Filed 2026-10-29
Bailard, Inc.
DECREASED
Shares25,345 from 26,857
Change-1,512 (-6%)
Value$13.0M (-$6.5M)
Filed 2026-10-13
Leelyn Smith, LLC
DECREASED
Shares25,307 from 27,114
Change-1,807 (-7%)
Value$12.9M (-$6.7M)
Filed 2026-11-03
General American Investors Co Inc
UNCHANGED
Shares25,052 from 25,052
Change0 (0%)
Value$12.8M (-$5.3M)
Filed 2026-11-02
CX Institutional
INCREASED
Shares24,673 from 5,967
Change+18,706 (+313%)
Value$12.6K (-$4.3M)
Filed 2026-10-02
Anchor Capital Advisors LLC
DECREASED
Shares24,556 from 45,400
Change-20,844 (-46%)
Value$12.6M (-$20.3M)
Filed 2026-11-05
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares24,520 from 24,520
Change0 (0%)
Value$12.5M (-$5.2M)
Filed 2026-10-19
Empire Life Investments Inc.
DECREASED
Shares24,501 from 24,947
Change-446 (-2%)
Value$12.5M (-$5.5M)
Filed 2026-11-06
Hosking Partners LLP
DECREASED
Shares24,480 from 25,682
Change-1,202 (-5%)
Value$12.5M (-$6.0M)
Filed 2026-10-21
North Dakota State Investment Board
INCREASED
Shares24,281 from 23,375
Change+906 (+4%)
Value$12.4M (-$4.5M)
Filed 2026-10-27
Cache Advisors, LLC
INCREASED
Shares24,193 from 17,867
Change+6,326 (+35%)
Value$12.4M (-$546.0K)
Filed 2026-10-16
Cypress Asset Management Inc
INCREASED
Shares23,950 from 23,172
Change+778 (+3%)
Value$12.2M (-$4.5M)
Filed 2026-10-09
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares23,902 from 27,712
Change-3,810 (-14%)
Value$12.2M (-$7.8M)
Filed 2026-11-03
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares23,439 from 21,599
Change+1,840 (+9%)
Value$12.0M (-$3.6M)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares23,043 from 24,431
Change-1,388 (-6%)
Value$11.8M (-$5.9M)
Filed 2026-10-22
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares22,962 from 22,690
Change+272 (+1%)
Value$11.7M (-$4.7M)
Filed 2026-10-21
Frank, Rimerman Advisors LLC
DECREASED
Shares22,888 from 23,084
Change-196 (-1%)
Value$11.7M (-$5.0M)
Filed 2026-10-16
WealthPlan Investment Management, LLC
INCREASED
Shares22,689 from 19,855
Change+2,834 (+14%)
Value$11.6M (-$2.8M)
Filed 2026-10-15
Midwest Professional Planners, Ltd.
DECREASED
Shares22,298 from 23,035
Change-737 (-3%)
Value$11.4M (-$5.3M)
Filed 2026-10-29
Sycomore Asset Management
UNCHANGED
Shares22,252 from 22,252
Change0 (0%)
Value$10.1K ($0)
Filed 2026-10-26
Asset One Wealth Management LLC
INCREASED
Shares22,202 from 17,915
Change+4,287 (+24%)
Value$11.4M (+$973.2K)
Filed 2026-11-02
Capital Asset Advisory Services LLC
INCREASED
Shares22,119 from 17,563
Change+4,556 (+26%)
Value$8.3M (-$4.4M)
Filed 2026-10-30
Eurizon SLJ Capital Ltd
DECREASED
Shares22,097 from 27,775
Change-5,678 (-20%)
Value$11.3M (-$8.8M)
Filed 2026-11-06
Eliot Finkel Investment Counsel, LLC
DECREASED
Shares22,075 from 22,085
Change-10 (0%)
Value$11.3M (-$4.7M)
Filed 2026-11-03
Eagle Rock Investment Company, LLC
INCREASED
Shares21,966 from 21,497
Change+469 (+2%)
Value$11.2M (-$4.3M)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares21,790 from 24,453
Change-2,663 (-11%)
Value$11.1M (-$6.5M)
Filed 2026-11-06
Bonness Enterprises Inc
UNCHANGED
Shares21,776 from 21,776
Change0 (0%)
Value$11.1M (-$4.6M)
Filed 2026-10-08
Independent Financial Group, LLC
DECREASED
Shares21,774 from 22,350
Change-576 (-3%)
Value$11.1M (-$5.0M)
Filed 2026-10-13
Glass Wealth Management Co LLC
INCREASED
Shares21,749 from 20,544
Change+1,205 (+6%)
Value$11.1M (-$3.7M)
Filed 2026-10-28
Cornerstone Advisors, LLC
UNCHANGED
Shares21,733 from 21,733
Change0 (0%)
Value$11.1M (-$4.6M)
Filed 2026-11-06
Scott & Selber, Inc.
INCREASED
Shares21,703 from 21,687
Change+16 (+0%)
Value$11.1M (-$4.6M)
Filed 2026-10-21
Jacobi Capital Management LLC
DECREASED
Shares21,594 from 21,804
Change-210 (-1%)
Value$11.0M (-$4.7M)
Filed 2026-11-05
Oak Harvest Investment Services
INCREASED
Shares21,571 from 9,422
Change+12,149 (+129%)
Value$11.0M (+$4.2M)
Filed 2026-10-20
Cullen Investment Group, Ltd.
INCREASED
Shares21,444 from 19,353
Change+2,091 (+11%)
Value$10.7M (-$3.3M)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares21,425 from 21,156
Change+269 (+1%)
Value$11.0M (-$4.3M)
Filed 2026-11-04
Verus Capital Partners, LLC
INCREASED
Shares21,362 from 10,829
Change+10,533 (+97%)
Value$10.9M (+$3.1M)
Filed 2026-11-03
Family Legacy, Inc.
DECREASED
Shares21,360 from 21,668
Change-308 (-1%)
Value$10.9M (-$4.7M)
Filed 2026-10-13
Evergreen Capital Management LLC
DECREASED
Shares21,256 from 21,409
Change-153 (-1%)
Value$10.9M (-$4.6M)
Filed 2026-10-23
University of Texas S AM Investment Management Co
DECREASED
Shares21,155 from 21,781
Change-626 (-3%)
Value$10.8M (-$4.9M)
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares20,835 from 22,105
Change-1,270 (-6%)
Value$10.7M (-$5.3M)
Filed 2026-10-13
Intact Investment Management Inc.
DECREASED
Shares20,680 from 21,180
Change-500 (-2%)
Value$10.6M (-$4.7M)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares20,657 from 19,657
Change+1,000 (+5%)
Value$10.6M (-$3.6M)
Filed 2026-10-23
Icici Prudential Asset Management Co Ltd
DECREASED
Shares20,621 from 20,800
Change-179 (-1%)
Value$10.5M (-$4.5M)
Filed 2026-11-06
Securian Asset Management, Inc
DECREASED
Shares20,611 from 21,046
Change-435 (-2%)
Value$10.5M (-$607.2K)
Filed 2026-11-06
Verde Servicos Internacionais S.A.
NEW
Shares20,409
Change+20,409
Value$10.4M
Filed 2026-10-26
Sterling Capital Management LLC
DECREASED
Shares20,039 from 22,071
Change-2,032 (-9%)
Value$10.2M (-$5.7M)
Filed 2026-10-22
Philadelphia Trust Co
DECREASED
Shares20,010 from 23,010
Change-3,000 (-13%)
Value$10.2M (-$6.4M)
Filed 2026-11-05
Plato Investment Management Ltd
DECREASED
Shares19,841 from 19,885
Change-44 (0%)
Value$10.2M (-$4.1M)
Filed 2026-11-05
Eagle Capital Management, LLC
DECREASED
Shares19,679 from 19,932
Change-253 (-1%)
Value$10.1M (-$4.3M)
Filed 2026-10-19
Regions Financial Corp
INCREASED
Shares19,628 from 19,485
Change+143 (+1%)
Value$10.0M (-$4.1M)
Filed 2026-11-05
ARS Investment Partners, LLC
DECREASED
Shares19,490 from 20,906
Change-1,416 (-7%)
Value$10.0M (-$5.1M)
Filed 2026-11-05
Fortem Financial Group, LLC
INCREASED
Shares19,465 from 19,333
Change+132 (+1%)
Value$10.0M (-$4.0M)
Filed 2026-10-20
Perennial Advisors, LLC
DECREASED
Shares19,436 from 19,852
Change-416 (-2%)
Value$9.9M (-$4.4M)
Filed 2026-10-13
Stanley-Laman Group, Ltd.
DECREASED
Shares19,422 from 19,689
Change-267 (-1%)
Value$9.9M (-$4.3M)
Filed 2026-10-20
Artemis Wealth Advisors, LLC
INCREASED
Shares19,000 from 14,000
Change+5,000 (+36%)
Value$9.7M (-$405.8K)
Filed 2026-11-05
Tema Etfs LLC
INCREASED
Shares18,946 from 18,181
Change+765 (+4%)
Value$9.7M (-$3.5M)
Filed 2026-10-16
Institute for Wealth Management, Llc.
DECREASED
Shares18,818 from 18,840
Change-22 (0%)
Value$9.6M (-$4.0M)
Filed 2026-11-06
Phraction Management LLC
DECREASED
Shares18,377 from 21,394
Change-3,017 (-14%)
Value$9.4M (-$6.1M)
Filed 2026-10-14
Jackson Square Capital, LLC
INCREASED
Shares18,205 from 16,863
Change+1,342 (+8%)
Value$9.3M (-$2.9M)
Filed 2026-10-19
Processus Wealth & Capital Management, LLC
INCREASED
Shares18,199 from 17,044
Change+1,155 (+7%)
Value$9.3M (-$3.0M)
Filed 2026-10-16
Gibbs Wealth Management
INCREASED
Shares18,192 from 16,308
Change+1,884 (+12%)
Value$9.3M (-$2.5M)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares18,176 from 18,089
Change+87 (+0%)
Value$9.3M (-$3.8M)
Filed 2026-11-04
Progressive Investment Management Corp
DECREASED
Shares18,105 from 18,317
Change-212 (-1%)
Value$9.3M (-$4.0M)
Filed 2026-10-26
Red Spruce Capital, LLC
DECREASED
Shares18,080 from 18,124
Change-44 (0%)
Value$9.2M (-$3.9M)
Filed 2026-10-07
Cornerstone Wealth Group, LLC
INCREASED
Shares17,888 from 17,509
Change+379 (+2%)
Value$9.1M (-$3.5M)
Filed 2026-11-02
Droms Strauss Advisors Inc
UNCHANGED
Shares17,820 from 17,820
Change0 (0%)
Value$9.1M (-$3.8M)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares17,772 from 18,988
Change-1,216 (-6%)
Value$9.1M (-$4.6M)
Filed 2026-10-29
Fruth Investment Management
DECREASED
Shares17,750 from 17,975
Change-225 (-1%)
Value$9.1M (-$3.9M)
Filed 2026-10-13
Penobscot Investment Management Company, Inc.
INCREASED
Shares17,741 from 17,551
Change+190 (+1%)
Value$9.1M (-$3.6M)
Filed 2026-10-26
Meiji Yasuda America Inc
INCREASED
Shares17,537 from 14,124
Change+3,413 (+24%)
Value$9.0M (-$1.2M)
Filed 2026-10-22
Pflug Koory, LLC
DECREASED
Shares17,295 from 17,343
Change-48 (0%)
Value$8.8M (-$3.7M)
Filed 2026-10-26
Masterinvest Kapitalanlage GmbH
INCREASED
Shares17,172 from 17,151
Change+21 (+0%)
Value$8.8M (-$3.6M)
Filed 2026-11-03
Guardian Partners Inc.
INCREASED
Shares17,148 from 14,269
Change+2,879 (+20%)
Value$8.8M (-$1.5M)
Filed 2026-10-21
Generali Investments, Management Co LLC
INCREASED
Shares17,105 from 3,223
Change+13,882 (+431%)
Value$8.7M (+$6.4M)
Filed 2026-10-19
SVB Wealth LLC
INCREASED
Shares17,072 from 16,760
Change+312 (+2%)
Value$8.7M (-$3.4M)
Filed 2026-11-06
Bdf-Gestion
DECREASED
Shares16,949 from 19,099
Change-2,150 (-11%)
Value$8.7M (+$5.7M)
Filed 2026-10-19
Founders Capital Management
INCREASED
Shares16,931 from 16,913
Change+18 (+0%)
Value$8.7M (-$3.6M)
Filed 2026-10-13
Marathon Wealth Advisors LLC
DECREASED
Shares16,924 from 17,172
Change-248 (-1%)
Value$8.7M (-$3.8M)
Filed 2026-11-04
Curat Global, LLC
INCREASED
Shares16,856 from 14,756
Change+2,100 (+14%)
Value$8.6M (-$3.6M)
Filed 2026-10-26
SP Asset Management LLC
DECREASED
Shares16,812 from 17,191
Change-379 (-2%)
Value$8.6M (-$3.8M)
Filed 2026-11-05
Mather Group, Llc.
DECREASED
Shares16,664 from 16,923
Change-259 (-2%)
Value$8.5M (-$3.7M)
Filed 2026-10-14
Baker Chad R
UNCHANGED
Shares16,530 from 16,530
Change0 (0%)
Value$8.5M (-$3.5M)
Filed 2026-10-22
SFE Investment Counsel
DECREASED
Shares16,520 from 17,438
Change-918 (-5%)
Value$8.4M (-$4.2M)
Filed 2026-10-29
SevenBridge Financial Group, LLC
DECREASED
Shares16,484 from 23,115
Change-6,631 (-29%)
Value$6.7M (-$5.8M)
Filed 2026-10-26
Triglav Investments, D.O.O.
DECREASED
Shares16,376 from 27,111
Change-10,735 (-40%)
Value$8.4M (-$11.2M)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED
Shares16,300 from 15,894
Change+406 (+3%)
Value$8.3M (-$3.2M)
Filed 2026-10-05
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares16,214 from 18,086
Change-1,872 (-10%)
Value$8.3M (-$4.8M)
Filed 2026-10-30
Left Brain Wealth Management, LLC
DECREASED
Shares16,179 from 17,735
Change-1,556 (-9%)
Value$8.3M (-$4.5M)
Filed 2026-10-28
Capelight Capital Asset Management LP
DECREASED
Shares16,000 from 17,000
Change-1,000 (-6%)
Value$8.2M (-$4.1M)
Filed 2026-10-23
S-Bank Fund Management Ltd
INCREASED
Shares15,986 from 8,793
Change+7,193 (+82%)
Value$8.2M (+$1.8M)
Filed 2026-11-06
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares15,714 from 8,798
Change+6,916 (+79%)
Value$8.0M (+$1.7M)
Filed 2026-10-14
Romano Brothers and Company
DECREASED
Shares15,697 from 16,099
Change-402 (-2%)
Value$8.0M (-$3.6M)
Filed 2026-10-22
RBA Wealth Management, LLC
INCREASED
Shares15,577 from 14,647
Change+930 (+6%)
Value$8.0M (-$2.6M)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED
Shares15,514 from 15,402
Change+112 (+1%)
Value$7.9M (-$3.2M)
Filed 2026-10-20
Genoa Capital Gestora de Recursos Ltda.
DECREASED
Shares15,422 from 30,949
Change-15,527 (-50%)
Value$7.9M (-$14.5M)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,392 from 14,999
Change+393 (+3%)
Value$7.9M (-$3.0M)
Filed 2026-11-03
Fulton Bank, N.A.
DECREASED
Shares15,299 from 19,792
Change-4,493 (-23%)
Value$7.8M (-$6.5M)
Filed 2026-10-14
Advisory Resource Group
DECREASED
Shares15,298 from 18,476
Change-3,178 (-17%)
Value$7.8M (-$5.5M)
Filed 2026-10-26
Conning Inc.
INCREASED
Shares15,060 from 13,183
Change+1,877 (+14%)
Value$7.7M (-$1.8M)
Filed 2026-10-27
Bill Few Associates, Inc.
DECREASED
Shares15,004 from 19,033
Change-4,029 (-21%)
Value$7.7M (-$6.1M)
Filed 2026-10-09
Tandem Capital Management Corp
DECREASED
Shares14,923 from 15,601
Change-678 (-4%)
Value$7.6M (-$3.6M)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares14,642 from 13,803
Change+839 (+6%)
Value$7.5M (-$854.9K)
Filed 2026-10-09
Ritholtz Wealth Management
INCREASED
Shares14,632 from 14,184
Change+448 (+3%)
Value$7.5M (-$2.8M)
Filed 2026-11-05
Norden Group LLC
INCREASED
Shares14,607 from 13,210
Change+1,397 (+11%)
Value$7.5M (-$2.1M)
Filed 2026-10-20
Aaron Wealth Advisors LLC
DECREASED
Shares14,496 from 15,406
Change-910 (-6%)
Value$7.4M (-$3.7M)
Filed 2026-10-13
Chatham Capital Group, Inc.
DECREASED
Shares14,442 from 14,460
Change-18 (0%)
Value$7.4M (-$3.1M)
Filed 2026-10-16
Level Four Advisory Services, LLC
DECREASED
Shares14,431 from 15,966
Change-1,535 (-10%)
Value$7.4M (-$4.2M)
Filed 2026-11-06
Fulcrum Asset Management LLP
INCREASED
Shares14,355 from 4,640
Change+9,715 (+209%)
Value$7.3M (+$4.1M)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares14,355 from 14,834
Change-479 (-3%)
Value$7.3M (-$3.4M)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares14,310 from 10,911
Change+3,399 (+31%)
Value$7.3M (-$570.8K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares14,135 from 12,696
Change+1,439 (+11%)
Value$7.2M (-$2.0M)
Filed 2026-10-22
Shayne & Jacobs, LLC
DECREASED
Shares14,059 from 15,409
Change-1,350 (-9%)
Value$7.2M (-$4.0M)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares14,032 from 14,578
Change-546 (-4%)
Value$7.2M (-$3.4M)
Filed 2026-10-16
CFM Wealth Partners LLC
INCREASED
Shares13,996 from 13,989
Change+7 (+0%)
Value$7.2M (-$3.0M)
Filed 2026-11-05
Annex Advisory Services, LLC
DECREASED
Shares13,907 from 15,145
Change-1,238 (-8%)
Value$7.1M (-$3.8M)
Filed 2026-10-16
Guinness Atkinson Asset Management Inc
DECREASED
Shares13,841 from 14,038
Change-197 (-1%)
Value$7.1M (-$3.1M)
Filed 2026-11-05
Insight Inv LLC
DECREASED
Shares13,836 from 13,858
Change-22 (0%)
Value$7.1M (-$2.9M)
Filed 2026-10-27
Professional Advisory Services Inc
INCREASED
Shares13,786 from 13,230
Change+556 (+4%)
Value$7.1M (-$2.5M)
Filed 2026-10-08
Brighton Jones LLC
INCREASED
Shares13,751 from 13,705
Change+46 (+0%)
Value$7.0M (-$2.9M)
Filed 2026-11-03
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares13,749 from 13,482
Change+267 (+2%)
Value$7.0M (-$2.7M)
Filed 2026-10-08
Optimas Capital Ltd
NEW
Shares13,640
Change+13,640
Value$7.0M
Filed 2026-11-03
Procyon Advisors, LLC
INCREASED
Shares13,576 from 13,459
Change+117 (+1%)
Value$6.9M (-$2.8M)
Filed 2026-10-21
Advanced Asset Management Advisors Inc
UNCHANGED
Shares13,555 from 13,555
Change0 (0%)
Value$6.9M (-$2.9M)
Filed 2026-10-20
Shoker Investment Counsel, Inc.
DECREASED
Shares13,507 from 14,488
Change-981 (-7%)
Value$6.9M (-$3.6M)
Filed 2026-11-04
Caldwell Trust Co
DECREASED
Shares13,477 from 13,692
Change-215 (-2%)
Value$6.9M (-$3.0M)
Filed 2026-10-30
Jnba Financial Advisors
DECREASED
Shares13,450 from 13,519
Change-69 (-1%)
Value$6.9M (-$2.9M)
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares13,329 from 14,614
Change-1,285 (-9%)
Value$6.8M (-$3.7M)
Filed 2026-10-22
Azzad Asset Management Inc
DECREASED
Shares13,290 from 13,791
Change-501 (-4%)
Value$6.8M (-$3.2M)
Filed 2026-11-04
Highland Capital Management, LLC
INCREASED
Shares13,285 from 10,946
Change+2,339 (+21%)
Value$6.8M (-$1.1M)
Filed 2026-10-26
Live Oak Private Wealth LLC
INCREASED
Shares13,228 from 13,218
Change+10 (+0%)
Value$6.8M (-$2.8M)
Filed 2026-11-02
Green Alpha Advisors, LLC
DECREASED
Shares13,032 from 14,049
Change-1,017 (-7%)
Value$6.7M (-$3.5M)
Filed 2026-10-08
Kornitzer Capital Management Inc
INCREASED
Shares12,857 from 12,322
Change+535 (+4%)
Value$6.6M (-$2.3M)
Filed 2026-11-03
Outfitters Financial LLC
DECREASED
Shares12,812 from 13,742
Change-930 (-7%)
Value$6.6M (-$3.4M)
Filed 2026-10-23
Concord Wealth Partners
INCREASED
Shares12,689 from 12,645
Change+44 (+0%)
Value$6.5M (-$2.7M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares12,639 from 12,659
Change-20 (0%)
Value$6.5M (-$2.7M)
Filed 2026-11-05
CWA Asset Management Group, LLC
DECREASED
Shares12,515 from 12,639
Change-124 (-1%)
Value$6.4M (-$2.7M)
Filed 2026-10-19
Compound Planning, Inc.
DECREASED
Shares12,501 from 12,906
Change-405 (-3%)
Value$6.4M (-$2.9M)
Filed 2026-11-05
Harfst & Associates, Inc.
DECREASED
Shares12,499 from 12,803
Change-304 (-2%)
Value$6.4M (-$2.9M)
Filed 2026-10-20
Linden Thomas Advisory Services, LLC
INCREASED
Shares12,498 from 12,371
Change+127 (+1%)
Value$6.4M (-$2.6M)
Filed 2026-10-19
Diversify Advisory Services, LLC
DECREASED
Shares12,476 from 13,972
Change-1,496 (-11%)
Value$5.4M (-$1.9M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares12,476 from 13,972
Change-1,496 (-11%)
Value$5.4M (-$1.9M)
Filed 2026-10-20
Silver Lake Advisory, LLC
DECREASED
Shares12,468 from 12,550
Change-82 (-1%)
Value$6.4M (-$2.7M)
Filed 2026-10-22
180 Wealth Advisors, LLC
DECREASED
Shares12,420 from 12,808
Change-388 (-3%)
Value$6.4M (-$2.9M)
Filed 2026-11-03
Hudson Canyon Capital Management
DECREASED
Shares12,406 from 13,203
Change-797 (-6%)
Value$6.3M (-$3.2M)
Filed 2026-11-04
Hudson Edge Investment Partners Inc.
INCREASED
Shares12,313 from 10,136
Change+2,177 (+21%)
Value$6.3M (-$1.0M)
Filed 2026-10-28
Fragasso Financial Advisors Inc
DECREASED
Shares12,300 from 13,343
Change-1,043 (-8%)
Value$6.2M (-$3.4M)
Filed 2026-10-13
Concord Asset Management, LLC
INCREASED
Shares12,288 from 11,939
Change+349 (+3%)
Value$6.3M (-$2.3M)
Filed 2026-11-02
Nilsine Partners, LLC
INCREASED
Shares12,244 from 11,751
Change+493 (+4%)
Value$6.3M (-$2.2M)
Filed 2026-11-02
Nvwm, LLC
DECREASED
Shares12,142 from 12,192
Change-50 (0%)
Value$6.2M (-$2.6M)
Filed 2026-10-14
Legal Advantage Investments, Inc.
UNCHANGED
Shares12,081 from 12,081
Change0 (0%)
Value$6.2M (-$2.6M)
Filed 2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED
Shares12,053 from 12,250
Change-197 (-2%)
Value$6.2M (-$2.7M)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares12,010 from 11,256
Change+754 (+7%)
Value$6.1M (-$2.0M)
Filed 2026-10-22
Spirit of America Management Corp
INCREASED
Shares11,970 from 11,920
Change+50 (+0%)
Value$6.1M (-$2.5M)
Filed 2026-10-14
Thompson Siegel & Walmsley LLC
DECREASED
Shares11,908 from 12,400
Change-492 (-4%)
Value$6.1M (-$2.9M)
Filed 2026-11-05
Valley National Advisers Inc
DECREASED
Shares11,716 from 12,120
Change-404 (-3%)
Value$6.0M (-$2.8M)
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares11,641 from 10,827
Change+814 (+8%)
Value$6.0M (+$2.3M)
Filed 2026-10-13
LaFleur & Godfrey LLC
DECREASED
Shares11,596 from 12,954
Change-1,358 (-10%)
Value$5.9M (-$3.4M)
Filed 2026-10-27
Moors & Cabot, Inc.
DECREASED
Shares11,591 from 12,265
Change-674 (-5%)
Value$5.9M (-$2.9M)
Filed 2026-11-06
Ascent Group, LLC
INCREASED
Shares11,548 from 11,311
Change+237 (+2%)
Value$5.9M (-$2.3M)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares11,484 from 10,544
Change+940 (+9%)
Value$5.9M (-$1.8M)
Filed 2026-10-23
Kestra Investment Management, LLC
DECREASED
Shares11,474 from 13,273
Change-1,799 (-14%)
Value$5.9M (-$3.7M)
Filed 2026-11-04
Lebenthal Global Advisors, LLC
INCREASED
Shares11,384 from 11,276
Change+108 (+1%)
Value$5.8M (-$2.3M)
Filed 2026-10-28
Clear Harbor Asset Management, LLC
INCREASED
Shares11,280 from 10,697
Change+583 (+5%)
Value$5.8M (-$2.0M)
Filed 2026-11-05
EagleClaw Capital Managment, LLC
NEW
Shares11,140
Change+11,140
Value$5.7M
Filed 2026-11-06
Meridian Wealth Management, LLC
DECREASED
Shares11,137 from 11,645
Change-508 (-4%)
Value$5.7M (-$2.7M)
Filed 2026-11-05
Point Windward Advisors Inc.
DECREASED
Shares11,093 from 11,855
Change-762 (-6%)
Value$5.7M (-$2.9M)
Filed 2026-11-06
CV Advisors LLC
UNCHANGED
Shares11,026 from 11,026
Change0 (0%)
Value$5.6M (-$2.3M)
Filed 2026-10-13
Mitchell Capital Management Co
INCREASED
Shares11,024 from 10,962
Change+62 (+1%)
Value$5.6M (-$2.3M)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares11,022 from 9,219
Change+1,803 (+20%)
Value$4.2M (-$1.0M)
Filed 2026-10-27
Texas Bank & Trust Co
DECREASED
Shares10,991 from 12,036
Change-1,045 (-9%)
Value$5.6M (-$3.1M)
Filed 2026-11-04
Boomfish Wealth Group, LLC
INCREASED
Shares10,948 from 9,265
Change+1,683 (+18%)
Value$5.6M (-$1.1M)
Filed 2026-10-22
Arjuna Capital
INCREASED
Shares10,911 from 9,933
Change+978 (+10%)
Value$5.6M (-$1.6M)
Filed 2026-11-03
Florida Trust Wealth Management Co
INCREASED
Shares10,878 from 8,397
Change+2,481 (+30%)
Value$5.6M (-$508.2K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares10,768 from 12,251
Change-1,483 (-12%)
Value$5.5M (-$3.4M)
Filed 2026-10-15
Klingman & Associates, LLC
INCREASED
Shares10,760 from 10,507
Change+253 (+2%)
Value$5.5M (-$2.1M)
Filed 2026-10-20
Accurate Wealth Management, LLC
INCREASED
Shares10,705 from 9,827
Change+878 (+9%)
Value$5.0M (-$947.7K)
Filed 2026-10-20
Wright Investors Service Inc
DECREASED
Shares10,656 from 16,070
Change-5,414 (-34%)
Value$5.4M (-$6.2M)
Filed 2026-11-02
Greenfield Savings Bank
DECREASED
Shares10,624 from 10,632
Change-8 (0%)
Value$5.4M (-$2.3M)
Filed 2026-10-07
Journey Advisory Group, LLC
DECREASED
Shares10,533 from 11,263
Change-730 (-6%)
Value$5.4M (-$2.8M)
Filed 2026-11-04
Maxi Investments CY Ltd
DECREASED
Shares10,415 from 15,700
Change-5,285 (-34%)
Value$5.3M (-$6.0M)
Filed 2026-10-26
Argus Investors' Counsel, Inc.
DECREASED
Shares10,403 from 10,528
Change-125 (-1%)
Value$5.3M (-$2.3M)
Filed 2026-10-09
Wealth Management Partners, LLC
DECREASED
Shares10,388 from 11,006
Change-618 (-6%)
Value$5.3M (-$2.6M)
Filed 2026-10-21
First Affirmative Financial Network
NEW
Shares10,380
Change+10,380
Value$5.3M
Filed 2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares10,336 from 11,085
Change-749 (-7%)
Value$5.3M (-$2.7M)
Filed 2026-10-23
Venture Visionary Partners LLC
DECREASED
Shares10,210 from 10,884
Change-674 (-6%)
Value$5.2M (-$2.6M)
Filed 2026-10-07
TTP Investments, Inc.
INCREASED
Shares10,200 from 10,198
Change+2 (+0%)
Value$5.2M (-$2.2M)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares10,173 from 10,723
Change-550 (-5%)
Value$5.2M (-$2.6M)
Filed 2026-10-05
Sigma Planning Corp
DECREASED
Shares10,114 from 12,058
Change-1,944 (-16%)
Value$5.2M (-$3.5M)
Filed 2026-10-23
Great Lakes Retirement, Inc.
DECREASED
Shares10,107 from 10,195
Change-88 (-1%)
Value$5.2M (-$2.2M)
Filed 2026-10-26
Symphony Financial, Ltd. Co.
INCREASED
Shares10,082 from 4,515
Change+5,567 (+123%)
Value$5.2M (+$2.0M)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,075 from 6,705
Change+3,370 (+50%)
Value$5.2M (+$494.7K)
Filed 2026-10-13
Everhart Financial Group, Inc.
DECREASED
Shares10,069 from 10,084
Change-15 (0%)
Value$5.1M (-$2.1M)
Filed 2026-10-08
VestGen Advisors, LLC
DECREASED
Shares9,987 from 10,155
Change-168 (-2%)
Value$5.1M (-$2.2M)
Filed 2026-10-27
Trust Co of Oklahoma
DECREASED
Shares9,902 from 10,484
Change-582 (-6%)
Value$5.1M (-$2.5M)
Filed 2026-10-15
Cohen Klingenstein LLC
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$4.9M (-$2.0M)
Filed 2026-10-15
Richards, Merrill & Peterson, Inc.
DECREASED
Shares9,595 from 9,790
Change-195 (-2%)
Value$4.9M (-$2.2M)
Filed 2026-10-19
Garner Asset Management Corp
DECREASED
Shares9,591 from 10,549
Change-958 (-9%)
Value$3.7M (-$3.9M)
Filed 2026-10-30
Forteris Wealth Management Inc.
DECREASED
Shares9,498 from 10,328
Change-830 (-8%)
Value$4.9M (-$2.6M)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares9,490 from 9,549
Change-59 (-1%)
Value$4.9M (-$2.1M)
Filed 2026-10-23
Cottage Street Advisors LLC
DECREASED
Shares9,476 from 9,510
Change-34 (0%)
Value$4.8M (-$1.9M)
Filed 2026-10-19
Deseret Mutual Benefit Administrators
DECREASED
Shares9,382 from 9,526
Change-144 (-2%)
Value$4.8M (-$2.1M)
Filed 2026-11-04
Portside Wealth Group, LLC
INCREASED
Shares9,323 from 7,895
Change+1,428 (+18%)
Value$4.8M (-$940.6K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
INCREASED
Shares9,285 from 9,035
Change+250 (+3%)
Value$4.7M (-$1.8M)
Filed 2026-11-02
Net Worth Advisory Group
DECREASED
Shares9,272 from 9,588
Change-316 (-3%)
Value$4.9M (-$2.0M)
Filed 2026-10-20
Maia Wealth LLC
DECREASED
Shares9,239 from 9,473
Change-234 (-2%)
Value$4.7M (-$2.1M)
Filed 2026-10-19
Goldenstone Wealth Management LLC
INCREASED
Shares9,226 from 9,195
Change+31 (+0%)
Value$4.7M (-$1.9M)
Filed 2026-11-04
Shuttleworth & Co
DECREASED
Shares9,214 from 9,507
Change-293 (-3%)
Value$4.7M (-$2.2M)
Filed 2026-10-30
Archford Capital Strategies, LLC
INCREASED
Shares9,211 from 8,418
Change+793 (+9%)
Value$4.7M (-$1.4M)
Filed 2026-10-19
Waters Parkerson & Co., LLC
UNCHANGED
Shares9,105 from 9,105
Change0 (0%)
Value$4.7M (-$1.9M)
Filed 2026-11-04
Synergy Asset Management, LLC
INCREASED
Shares9,082 from 621
Change+8,461 (+1362%)
Value$4.6M (+$4.2M)
Filed 2026-11-05
Patten & Patten Inc
DECREASED
Shares9,044 from 9,644
Change-600 (-6%)
Value$4.6M (-$2.3M)
Filed 2026-10-26
Global Trust Asset Management, LLC
DECREASED
Shares9,044 from 9,148
Change-104 (-1%)
Value$4.6M (-$2.0M)
Filed 2026-10-19
Fourpath Capital Management, LLC
DECREASED
Shares9,019 from 9,144
Change-125 (-1%)
Value$4.6M (-$2.0M)
Filed 2026-10-19
Occidental Asset Management, LLC
DECREASED
Shares8,978 from 11,846
Change-2,868 (-24%)
Value$4.6M (-$4.0M)
Filed 2026-11-05
American State Bank (Iowa)
DECREASED
Shares8,959 from 9,314
Change-355 (-4%)
Value$4.6M (-$2.2M)
Filed 2026-11-03
Vision Capital Management, Inc.
INCREASED
Shares8,951 from 8,786
Change+165 (+2%)
Value$4.6M (-$1.8M)
Filed 2026-10-20
Pacific Capital Partners Ltd
INCREASED
Shares8,919 from 4,509
Change+4,410 (+98%)
Value$4.6M (+$1.3M)
Filed 2026-10-28
Agate Pass Investment Management, LLC
INCREASED
Shares8,898 from 6,945
Change+1,953 (+28%)
Value$4.6M (-$470.7K)
Filed 2026-10-20
Trust Asset Management LLC
DECREASED
Shares8,869 from 8,880
Change-11 (0%)
Value$4.5M (-$1.9M)
Filed 2026-11-03
Stiles Financial Services Inc
DECREASED
Shares8,845 from 9,098
Change-253 (-3%)
Value$4.5M (-$2.1M)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
DECREASED
Shares8,844 from 13,361
Change-4,517 (-34%)
Value$4.5M (-$5.1M)
Filed 2026-10-16
AIA Group Ltd
INCREASED
Shares8,831 from 1,758
Change+7,073 (+402%)
Value$4.5M (+$3.2M)
Filed 2026-10-30
Burns J W & Co Inc
DECREASED
Shares8,683 from 9,183
Change-500 (-5%)
Value$4.4M (-$2.2M)
Filed 2026-10-20
XML Financial, LLC
DECREASED
Shares8,638 from 12,508
Change-3,870 (-31%)
Value$4.4M (-$4.6M)
Filed 2026-10-29
Csenge Advisory Group
DECREASED
Shares8,605 from 9,074
Change-469 (-5%)
Value$4.4M (-$2.2M)
Filed 2026-11-04
Shepherd Street Advisors LLC
DECREASED
Shares8,534 from 8,550
Change-16 (0%)
Value$4.3M (-$627.1K)
Filed 2026-10-21
MKP Capital Management, L.L.C.
NEW
Shares8,500
Change+8,500
Value$4.3M
Filed 2026-11-04
Sky Investment Group LLC
INCREASED
Shares8,438 from 4,262
Change+4,176 (+98%)
Value$4.3M (+$1.2M)
Filed 2026-10-30
Simplicity Wealth,LLC
INCREASED
Shares8,355 from 7,123
Change+1,232 (+17%)
Value$4.3M (-$877.4K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares8,342 from 7,787
Change+555 (+7%)
Value$4.3M (-$1.4M)
Filed 2026-10-13
Kurv Investment Management LLC
INCREASED
Shares8,334 from 7,650
Change+684 (+9%)
Value$4.3M (-$1.3M)
Filed 2026-10-28
Smith Salley Wealth Management
DECREASED
Shares8,327 from 8,330
Change-3 (0%)
Value$4.3M (-$1.8M)
Filed 2026-11-03
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares8,304
Change+8,304
Value$4.2M
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares8,304 from 8,813
Change-509 (-6%)
Value$4.2M (-$2.1M)
Filed 2026-10-20
Bedel Financial Consulting, Inc.
DECREASED
Shares8,301 from 8,677
Change-376 (-4%)
Value$4.2M (-$2.0M)
Filed 2026-11-06
111 Capital
INCREASED
Shares8,272 from 6,948
Change+1,324 (+19%)
Value$4.2M (-$793.3K)
Filed 2026-11-03
Wellington Grp LLC
INCREASED
Shares8,260 from 1,576
Change+6,684 (+424%)
Value$4.2M (+$3.1M)
Filed 2026-11-06
Krilogy Financial LLC
INCREASED
Shares8,220 from 7,628
Change+592 (+8%)
Value$4.1M (-$1.4M)
Filed 2026-10-13
First National Trust Co
INCREASED
Shares8,185 from 7,070
Change+1,115 (+16%)
Value$4.2M (-$926.0K)
Filed 2026-10-28
RMR Wealth Builders
DECREASED
Shares8,185 from 8,811
Change-626 (-7%)
Value$4.2M (-$2.2M)
Filed 2026-10-22
FNY Investment Advisers, LLC
INCREASED
Shares8,184 from 1,702
Change+6,482 (+381%)
Value$4.2M (+$3.0M)
Filed 2026-10-16
Atlas Brown,Inc.
INCREASED
Shares8,129 from 7,940
Change+189 (+2%)
Value$4.2M (-$1.6M)
Filed 2026-10-09
Catalyst Capital Advisors LLC
DECREASED
Shares8,108 from 8,674
Change-566 (-7%)
Value$4.1M (-$2.1M)
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares8,098 from 8,697
Change-599 (-7%)
Value$4.1M (-$2.1M)
Filed 2026-10-26
Pacific Sage Partners, LLC
DECREASED
Shares8,084 from 8,275
Change-191 (-2%)
Value$4.1M (-$1.8M)
Filed 2026-10-21
KMG Fiduciary Partners, LLC
DECREASED
Shares7,934 from 9,442
Change-1,508 (-16%)
Value$4.1M (-$2.8M)
Filed 2026-10-14
Kentucky Trust Co
INCREASED
Shares7,895 from 7,880
Change+15 (+0%)
Value$4.0M (-$1.7M)
Filed 2026-10-15
Hardy Reed LLC
INCREASED
Shares7,882 from 7,378
Change+504 (+7%)
Value$4.0M (-$1.3M)
Filed 2026-11-06
Valeo Financial Advisors, LLC
INCREASED
Shares7,859 from 7,064
Change+795 (+11%)
Value$4.0M (-$1.1M)
Filed 2026-10-08
Zions Bancorporation, National Association
INCREASED
Shares7,801 from 6,870
Change+931 (+14%)
Value$4.0M (-$977.7K)
Filed 2026-11-06
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED
Shares7,800 from 5,700
Change+2,100 (+37%)
Value$4.0M (-$132.3K)
Filed 2026-11-06
Bangor Savings Bank
DECREASED
Shares7,759 from 10,061
Change-2,302 (-23%)
Value$4.0M (-$3.3M)
Filed 2026-10-06
HF Advisory Group, LLC
INCREASED
Shares7,668 from 6,178
Change+1,490 (+24%)
Value$3.9M (-$545.1K)
Filed 2026-10-09
Catalyst Financial Partners LLC
INCREASED
Shares7,658 from 7,631
Change+27 (+0%)
Value$3.9M (-$1.6M)
Filed 2026-11-06
Perpetual Ltd
INCREASED
Shares7,646 from 7,642
Change+4 (+0%)
Value$3.9M (-$1.6M)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares7,622 from 7,925
Change-303 (-4%)
Value$3.9M (-$1.8M)
Filed 2026-10-28
Wynn Capital, LLC
DECREASED
Shares7,525 from 8,000
Change-475 (-6%)
Value$3.8M (-$1.9M)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
INCREASED
Shares7,512 from 7,423
Change+89 (+1%)
Value$3.8M (-$1.5M)
Filed 2026-10-26
Cigna Investments Inc
DECREASED
Shares7,454 from 7,476
Change-22 (0%)
Value$3.8M (-$1.6M)
Filed 2026-10-19
Bochk Asset Management Ltd
DECREASED
Shares7,450 from 10,781
Change-3,331 (-31%)
Value$3.8M (-$4.0M)
Filed 2026-10-29
Cove Private Wealth, LLC
INCREASED
Shares7,447 from 7,426
Change+21 (+0%)
Value$3.8M (-$1.6M)
Filed 2026-10-28
Trek Financial, LLC
DECREASED
Shares7,436 from 16,711
Change-9,275 (-55%)
Value$3.8M (-$8.3M)
Filed 2026-10-29
Oak Thistle LLC
INCREASED
Shares7,352 from 4,238
Change+3,114 (+73%)
Value$3.8M (+$695.6K)
Filed 2026-10-21
Enterprise Financial Services Corp
DECREASED
Shares7,344 from 7,403
Change-59 (-1%)
Value$3.8M (-$1.6M)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
INCREASED
Shares7,331 from 7,198
Change+133 (+2%)
Value$3.7M (-$1.5M)
Filed 2026-10-16
Aprio Wealth Management, LLC
INCREASED
Shares7,321 from 6,474
Change+847 (+13%)
Value$3.7M (-$936.9K)
Filed 2026-10-28
Fiduciary Alliance LLC
INCREASED
Shares7,296 from 7,200
Change+96 (+1%)
Value$3.7M (-$1.5M)
Filed 2026-10-13
Rede Wealth, LLC
DECREASED
Shares7,258 from 7,290
Change-32 (0%)
Value$3.7M (-$1.6M)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares7,252 from 7,121
Change+131 (+2%)
Value$3.7M (-$1.4M)
Filed 2026-10-20
Adirondack Trust Co
DECREASED
Shares7,249 from 7,403
Change-154 (-2%)
Value$3.7M (-$1.6M)
Filed 2026-10-14
Avantax Planning Partners, Inc.
INCREASED
Shares7,212 from 7,182
Change+30 (+0%)
Value$3.7M (-$1.5M)
Filed 2026-11-03
Cascade Investment Advisors, Inc.
DECREASED
Shares7,205 from 8,192
Change-987 (-12%)
Value$3.7M (-$2.2M)
Filed 2026-11-02
Verus Wealth Management, LLC
INCREASED
Shares7,177 from 284
Change+6,893 (+2427%)
Value$3.7M (+$3.5M)
Filed 2026-10-13
Central Pacific Bank - Trust Division
INCREASED
Shares7,172 from 3,232
Change+3,940 (+122%)
Value$3.7M (+$1.3M)
Filed 2026-10-06
Unique Wealth Strategies, LLC
UNCHANGED
Shares7,145 from 7,145
Change0 (0%)
Value$5.2M ($0)
Filed 2026-10-13
TKG Advisors, LLC
DECREASED
Shares7,142 from 8,198
Change-1,056 (-13%)
Value$3.7M (-$2.3M)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares7,088 from 5,606
Change+1,482 (+26%)
Value$3.6M (-$428.6K)
Filed 2026-10-26
Ipswich Investment Management Co., Inc.
DECREASED
Shares7,041 from 7,366
Change-325 (-4%)
Value$3.6M (-$1.7M)
Filed 2026-10-13
United Asset Strategies, Inc.
DECREASED
Shares6,986 from 7,348
Change-362 (-5%)
Value$3.6M (-$1.7M)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares6,963 from 7,113
Change-150 (-2%)
Value$3.6M (-$1.6M)
Filed 2026-11-02
Confluence Wealth Services, Inc.
DECREASED
Shares6,961 from 8,328
Change-1,367 (-16%)
Value$3.6M (-$2.5M)
Filed 2026-11-05
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares6,957 from 6,951
Change+6 (+0%)
Value$3.6M (-$1.5M)
Filed 2026-10-13
PCG Asset Management, LLC
INCREASED
Shares6,936 from 2,003
Change+4,933 (+246%)
Value$3.5M (+$2.1M)
Filed 2026-11-05
Bell Asset Management Ltd
INCREASED
Shares6,928 from 4,657
Change+2,271 (+49%)
Value$3.5M (+$175.8K)
Filed 2026-10-08
Tempus Wealth Planning, LLC
INCREASED
Shares6,927 from 6,913
Change+14 (+0%)
Value$3.5M (-$1.5M)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
INCREASED
Shares6,895 from 6,817
Change+78 (+1%)
Value$3.5M (-$1.4M)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares6,859 from 4,637
Change+2,222 (+48%)
Value$3.5M (+$154.8K)
Filed 2026-10-21
Salvus Wealth Management, LLC
DECREASED
Shares6,838 from 7,816
Change-978 (-13%)
Value$3.5M (-$2.2M)
Filed 2026-10-13
Prudent Man Advisors, LLC
DECREASED
Shares6,837 from 9,361
Change-2,524 (-27%)
Value$3.5M (-$3.3M)
Filed 2026-11-03
Welch & Forbes LLC
UNCHANGED
Shares6,836 from 6,836
Change0 (0%)
Value$3.5M (-$1.4M)
Filed 2026-11-04
Myriad Asset Management Advisors LLC
INCREASED
Shares6,826 from 5,560
Change+1,266 (+23%)
Value$3.5M (-$529.0K)
Filed 2026-11-03
Westover Capital Advisors, LLC
INCREASED
Shares6,823 from 6,668
Change+155 (+2%)
Value$3.5M (-$1.3M)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
DECREASED
Shares6,801 from 7,575
Change-774 (-10%)
Value$3.5M (-$2.0M)
Filed 2026-10-23
Advocate Group LLC
DECREASED
Shares6,769 from 9,389
Change-2,620 (-28%)
Value$3.5M (-$3.3M)
Filed 2026-10-19
True North Advisors, LLC
DECREASED
Shares6,745 from 6,947
Change-202 (-3%)
Value$3.4M (-$1.6M)
Filed 2026-10-22
Knights of Columbus Asset Advisors LLC
INCREASED
Shares6,739 from 6,181
Change+558 (+9%)
Value$3.4M (-$1.0M)
Filed 2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED
Shares6,714 from 6,736
Change-22 (0%)
Value$3.4M (-$1.4M)
Filed 2026-10-20
EPG Wealth Management LLC
INCREASED
Shares6,670 from 6,346
Change+324 (+5%)
Value$3.4M (-$1.2M)
Filed 2026-11-03
AMF Tjanstepension AB
NEW
Shares6,638
Change+6,638
Value$3.4M
Filed 2026-10-22
Obermeyer Wealth Partners
INCREASED
Shares6,630 from 6,609
Change+21 (+0%)
Value$3.4M (-$1.4M)
Filed 2026-10-21
McKinney Capital Management, LLC
NEW
Shares6,620
Change+6,620
Value$3.4M
Filed 2026-11-06
Traynor Capital Management, Inc.
INCREASED
Shares6,618 from 6,449
Change+169 (+3%)
Value$3.4M (-$1.3M)
Filed 2026-10-29
Leonteq Securities AG
INCREASED
Shares6,607 from 5,991
Change+616 (+10%)
Value$3.4M (-$952.8K)
Filed 2026-10-29
MinichMacGregor Wealth Management, LLC
DECREASED
Shares6,595 from 6,930
Change-335 (-5%)
Value$3.4M (-$1.6M)
Filed 2026-10-14
3Chopt Investment Partners, LLC
INCREASED
Shares6,561 from 6,308
Change+253 (+4%)
Value$3.4M (-$1.2M)
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED
Shares6,539 from 5,882
Change+657 (+11%)
Value$3.3M (-$908.7K)
Filed 2026-10-21
Strengthening Families & Communities, LLC
INCREASED
Shares6,463 from 5,959
Change+504 (+8%)
Value$3.3M (-$1.0M)
Filed 2026-10-21
Alpha Family Trust
UNCHANGED
Shares6,445 from 6,445
Change0 (0%)
Value$4.7M ($0)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares6,428 from 6,497
Change-69 (-1%)
Value$3.3M (-$1.4M)
Filed 2026-10-27
Reflection Asset Management
INCREASED
Shares6,400 from 6,317
Change+83 (+1%)
Value$3.3M (-$1.3M)
Filed 2026-10-28
Value Partners Investments Inc.
INCREASED
Shares6,392 from 5,364
Change+1,028 (+19%)
Value$3.3M (-$593.6K)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares6,342 from 6,308
Change+34 (+1%)
Value$2.7M (-$331.4K)
Filed 2026-11-02
Wisconsin Wealth Advisors, LLC
DECREASED
Shares6,339 from 6,846
Change-507 (-7%)
Value$3.2M (-$1.7M)
Filed 2026-10-08
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED
Shares6,300 from 5,100
Change+1,200 (+24%)
Value$3.2M (-$465.0K)
Filed 2026-10-22
Beverly Hills Private Wealth, LLC
DECREASED
Shares6,285 from 6,319
Change-34 (-1%)
Value$3.2M (-$1.4M)
Filed 2026-11-04
Patten Group, Inc.
INCREASED
Shares6,279 from 6,270
Change+9 (+0%)
Value$3.2M (-$1.3M)
Filed 2026-10-26
Moneco Advisors, LLC
DECREASED
Shares6,271 from 6,284
Change-13 (0%)
Value$3.2M (-$1.3M)
Filed 2026-11-05
Moody National Bank Trust Division
DECREASED
Shares6,265 from 6,463
Change-198 (-3%)
Value$3.2M (-$1.5M)
Filed 2026-10-06
Interchange Capital Partners, LLC
DECREASED
Shares6,245 from 6,259
Change-14 (0%)
Value$3.2M (-$1.3M)
Filed 2026-10-28
Portfolio Design Labs, LLC
INCREASED
Shares6,230 from 6,115
Change+115 (+2%)
Value$3.2M (-$1.2M)
Filed 2026-11-04
TrinityBridge Ltd
INCREASED
Shares6,216 from 5,302
Change+914 (+17%)
Value$3.2M (-$655.0K)
Filed 2026-10-30
Paragon Private Wealth Management, LLC
DECREASED
Shares6,203 from 6,801
Change-598 (-9%)
Value$3.2M (-$1.7M)
Filed 2026-10-20
Orrstown Financial Services Inc
INCREASED
Shares6,194 from 6,193
Change+1 (+0%)
Value$3.2M (-$1.3M)
Filed 2026-10-14
S.E.E.D. Planning Group LLC
INCREASED
Shares6,173 from 5,344
Change+829 (+16%)
Value$3.2M (-$707.2K)
Filed 2026-10-07
AlphaCore Capital LLC
INCREASED
Shares6,161 from 2,403
Change+3,758 (+156%)
Value$3.2M (+$1.4M)
Filed 2026-11-04
Formuepleje A/S
DECREASED
Shares6,138 from 8,381
Change-2,243 (-27%)
Value$3.1M (-$2.9M)
Filed 2026-10-15
Successful Portfolios LLC
DECREASED
Shares6,136 from 6,142
Change-6 (0%)
Value$3.3M (-$342.1K)
Filed 2026-10-09
71 West Capital Partners
DECREASED
Shares6,117 from 6,141
Change-24 (0%)
Value$3.1M (-$1.3M)
Filed 2026-11-04
Retirement Guys Formula LLC
DECREASED
Shares6,063 from 6,164
Change-101 (-2%)
Value$3.1M (-$1.4M)
Filed 2026-10-26
BAR Harbor Wealth Management
DECREASED
Shares6,035 from 6,611
Change-576 (-9%)
Value$3.1M (-$1.7M)
Filed 2026-10-21
West Branch Capital LLC
INCREASED
Shares6,021 from 5,661
Change+360 (+6%)
Value$3.1M (-$1.0M)
Filed 2026-10-20
Chesley Taft & Associates LLC
DECREASED
Shares6,011 from 6,055
Change-44 (-1%)
Value$3.1M (-$1.3M)
Filed 2026-10-13
Pathway Wealth Management LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$3.1M (-$1.3M)
Filed 2026-10-19
Grove Bank & Trust
DECREASED
Shares5,895 from 6,665
Change-770 (-12%)
Value$3.0M (-$1.8M)
Filed 2026-10-08
Fischer Financial Services, Inc.
DECREASED
Shares5,886 from 5,985
Change-99 (-2%)
Value$3.0M (-$1.3M)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares5,812 from 8,494
Change-2,682 (-32%)
Value$3.0M (-$3.2M)
Filed 2026-10-07
Comprehensive Financial Consultants Institutional, Inc.
NEW
Shares5,787
Change+5,787
Value$3.0M
Filed 2026-10-15
Eagle Harbor Asset Management Inc
UNCHANGED
Shares5,787 from 5,787
Change0 (0%)
Value$3.0M (-$1.2M)
Filed 2026-10-21
Virtue Capital Management, LLC
DECREASED
Shares5,755 from 6,219
Change-464 (-7%)
Value$2.9M (-$1.5M)
Filed 2026-10-29
Nfsg Corp
INCREASED
Shares5,725 from 1,544
Change+4,181 (+271%)
Value$2.9M (+$1.8M)
Filed 2026-10-15
Alta Advisers Ltd
INCREASED
Shares5,718 from 3,236
Change+2,482 (+77%)
Value$2.9M (+$584.4K)
Filed 2026-11-02
Triad Wealth Partners, LLC
INCREASED
Shares5,704 from 5,222
Change+482 (+9%)
Value$2.9M (+$210.5K)
Filed 2026-10-26
Consilium Wealth Advisory, LLC
DECREASED
Shares5,702 from 6,119
Change-417 (-7%)
Value$2.9M (-$1.5M)
Filed 2026-10-14
Pine Haven Investment Counsel, Inc
DECREASED
Shares5,699 from 5,761
Change-62 (-1%)
Value$2.9M (-$1.3M)
Filed 2026-11-02
Community Bank & Trust, Waco, Texas
INCREASED
Shares5,664 from 5,527
Change+137 (+2%)
Value$2.9M (-$1.1M)
Filed 2026-10-19
Ridgecrest Wealth Partners, LLC
DECREASED
Shares5,618 from 5,621
Change-3 (0%)
Value$2.9M (-$1.2M)
Filed 2026-10-19
Facet Wealth, Inc.
INCREASED
Shares5,603 from 4,739
Change+864 (+18%)
Value$2.9M (-$561.0K)
Filed 2026-11-04
TCV Trust & Wealth Management, Inc.
INCREASED
Shares5,600 from 5,588
Change+12 (+0%)
Value$2.9M (-$1.2M)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares5,589 from 4,782
Change+807 (+17%)
Value$2.9M (-$601.2K)
Filed 2026-10-30
HBK Sorce Advisory LLC
DECREASED
Shares5,565 from 5,902
Change-337 (-6%)
Value$1.8M (-$1.4M)
Filed 2026-11-06
E&G Advisors, LLC
DECREASED
Shares5,530 from 6,034
Change-504 (-8%)
Value$2.8M (-$1.5M)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares5,506 from 5,518
Change-12 (0%)
Value$2.8M (-$1.2M)
Filed 2026-11-05
Fingerlakes Wealth Management, Inc.
INCREASED
Shares5,502 from 5,501
Change+1 (+0%)
Value$2.8M (-$1.2M)
Filed 2026-11-04
Parkside Financial Bank & Trust
DECREASED
Shares5,494 from 5,909
Change-415 (-7%)
Value$2.8M (-$1.5M)
Filed 2026-10-27
InTrack Investment Management Inc
INCREASED
Shares5,453 from 5,444
Change+9 (+0%)
Value$2.8M (-$1.1M)
Filed 2026-10-15
Bank of New Hampshire
DECREASED
Shares5,428 from 6,018
Change-590 (-10%)
Value$2.8M (-$1.6M)
Filed 2026-10-06
Kenora Financial, LLC
DECREASED
Shares5,364 from 5,392
Change-28 (-1%)
Value$2.7M (-$1.2M)
Filed 2026-10-20
StoneX Group Inc.
DECREASED
Shares5,348 from 5,624
Change-276 (-5%)
Value$2.7M (-$1.3M)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
INCREASED
Shares5,336 from 333
Change+5,003 (+1502%)
Value$2.7M (+$2.5M)
Filed 2026-10-30
DSG Capital Advisors, LLC
DECREASED
Shares5,316 from 5,571
Change-255 (-5%)
Value$2.7M (-$600.1K)
Filed 2026-11-05
Tobam
INCREASED
Shares5,308 from 646
Change+4,662 (+722%)
Value$2.7M (+$2.2M)
Filed 2026-11-03
Eagle Strategies LLC
DECREASED
Shares5,277 from 5,340
Change-63 (-1%)
Value$2.7M (-$1.2M)
Filed 2026-10-16
Summit Financial Strategies, Inc.
DECREASED
Shares5,223 from 5,301
Change-78 (-1%)
Value$2.7M (-$1.2M)
Filed 2026-10-14
Ballast Rock Private Wealth LLC
INCREASED
Shares5,209 from 5,205
Change+4 (+0%)
Value$2.7M (-$1.1M)
Filed 2026-10-26
Advisors Management Group Inc
DECREASED
Shares5,159 from 5,480
Change-321 (-6%)
Value$2.6M (-$1.3M)
Filed 2026-11-05
Gemmer Asset Management LLC
DECREASED
Shares5,125 from 5,193
Change-68 (-1%)
Value$2.6M (-$1.1M)
Filed 2026-10-16
Madson Wealth Advisors Inc
UNCHANGED
Shares5,123 from 5,123
Change0 (0%)
Value$2.6M (-$1.1M)
Filed 2026-10-13
PDS Planning, Inc
DECREASED
Shares5,121 from 5,220
Change-99 (-2%)
Value$2.6M (-$1.2M)
Filed 2026-11-03
Tectonic Advisors LLC
DECREASED
Shares5,093 from 6,438
Change-1,345 (-21%)
Value$2.6M (-$2.1M)
Filed 2026-10-22
Western Financial Corp
DECREASED
Shares5,091 from 11,908
Change-6,817 (-57%)
Value$2.6M (-$6.0M)
Filed 2026-10-14
Novem Group
INCREASED
Shares5,086 from 4,944
Change+142 (+3%)
Value$2.6M (-$973.7K)
Filed 2026-10-19
Diligent Investors, LLC
DECREASED
Shares5,073 from 5,213
Change-140 (-3%)
Value$2.6M (-$1.2M)
Filed 2026-10-21
Ledyard National Bank
DECREASED
Shares5,030 from 5,313
Change-283 (-5%)
Value$2.6M (-$1.3M)
Filed 2026-10-21
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares5,024 from 5,090
Change-66 (-1%)
Value$2.6M (-$1.1M)
Filed 2026-11-02
RM Financial Services, LLC
DECREASED
Shares5,024 from 5,032
Change-8 (0%)
Value$2.6M (-$1.1M)
Filed 2026-11-03
Auto-Owners Insurance Co
DECREASED
Shares5,014 from 6,068
Change-1,054 (-17%)
Value$2.6M (-$1.8M)
Filed 2026-10-15
Triangle Securities Wealth Management
DECREASED
Shares4,995 from 5,299
Change-304 (-6%)
Value$2.6M (-$1.3M)
Filed 2026-10-14
Clearstead Trust, LLC
INCREASED
Shares4,962 from 4,939
Change+23 (+0%)
Value$2.5M (-$1.0M)
Filed 2026-11-06
Newman Dignan & Sheerar, Inc.
DECREASED
Shares4,945 from 4,954
Change-9 (0%)
Value$2.5M (-$1.1M)
Filed 2026-10-21
Dorato Capital Management
DECREASED
Shares4,943 from 5,178
Change-235 (-5%)
Value$2.6M (-$546.2K)
Filed 2026-10-08
Stenger Family Office, LLC
DECREASED
Shares4,942 from 5,626
Change-684 (-12%)
Value$2.3M (-$1.8M)
Filed 2026-10-22
North Berkeley Wealth Management, LLC
DECREASED
Shares4,909 from 5,243
Change-334 (-6%)
Value$2.5M (-$1.3M)
Filed 2026-11-02
Jefferies Financial Group Inc.
DECREASED
Shares4,905 from 127,897
Change-122,992 (-96%)
Value$2.5M (-$90.0M)
Filed 2026-11-05
Byrne Asset Management LLC
DECREASED
Shares4,898 from 5,748
Change-850 (-15%)
Value$2.6M (-$1.6M)
Filed 2026-10-06
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares4,874 from 4,874
Change0 (0%)
Value$2.5M (-$1.0M)
Filed 2026-11-05
Ibex Wealth Advisors
DECREASED
Shares4,870 from 18,962
Change-14,092 (-74%)
Value$2.5M (-$11.2M)
Filed 2026-11-06
Axxcess Wealth Management, LLC
DECREASED
Shares4,852 from 29,325
Change-24,473 (-83%)
Value$2.5M (-$18.7M)
Filed 2026-10-21
Hanseatic Management Services Inc
INCREASED
Shares4,840 from 4,729
Change+111 (+2%)
Value$2.5M (-$944.0K)
Filed 2026-10-27
Valicenti Advisory Services Inc
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$2.5M (-$1.0M)
Filed 2026-10-23
Wakefield Asset Management Lllp
INCREASED
Shares4,788 from 4,772
Change+16 (+0%)
Value$2.4M (-$1.0M)
Filed 2026-11-05
Cadent Capital Advisors, LLC
DECREASED
Shares4,785 from 4,940
Change-155 (-3%)
Value$2.4M (-$1.1M)
Filed 2026-10-09
My Personal CFO, LLC
INCREASED
Shares4,752 from 4,741
Change+11 (+0%)
Value$2.4M (-$997.7K)
Filed 2026-10-14
Everest Financial Group LLC
INCREASED
Shares4,721 from 4,176
Change+545 (+13%)
Value$2.4M (-$604.7K)
Filed 2026-11-06
Chicago Trust Co NA
DECREASED
Shares4,716 from 4,797
Change-81 (-2%)
Value$2.4M (-$1.1M)
Filed 2026-10-28
Antonelli Financial Advisors, LLC
UNCHANGED
Shares4,714 from 4,714
Change0 (0%)
Value$2.4M (-$997.0K)
Filed 2026-10-13
Stablepoint Partners, LLC
DECREASED
Shares4,681 from 6,045
Change-1,364 (-23%)
Value$2.4M (-$2.0M)
Filed 2026-11-03
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares4,665 from 5,365
Change-700 (-13%)
Value$2.4M (-$1.5M)
Filed 2026-11-06
Triasima Portfolio Management inc.
INCREASED
Shares4,656 from 1,577
Change+3,079 (+195%)
Value$2.4M (+$1.2M)
Filed 2026-10-15
Opinicus Capital, Inc.
DECREASED
Shares4,649 from 5,086
Change-437 (-9%)
Value$2.4M (-$1.3M)
Filed 2026-10-28
Parsons Capital Management Inc
DECREASED
Shares4,642 from 4,795
Change-153 (-3%)
Value$2.4M (-$1.1M)
Filed 2026-10-28
Nautilus Advisors LLC
DECREASED
Shares4,635 from 4,929
Change-294 (-6%)
Value$2.4M (-$599.5K)
Filed 2026-10-07
Tealwood Asset Management Inc
DECREASED
Shares4,623 from 4,832
Change-209 (-4%)
Value$2.4M (-$1.1M)
Filed 2026-10-13
October Effect Ltd
DECREASED
Shares4,621 from 4,770
Change-149 (-3%)
Value$2.4M (-$1.1M)
Filed 2026-10-20
Willner & Heller, LLC
INCREASED
Shares4,617 from 4,593
Change+24 (+1%)
Value$2.4M (-$959.6K)
Filed 2026-10-28
Kanawha Capital Management LLC
INCREASED
Shares4,606 from 3,896
Change+710 (+18%)
Value$2.4M (-$461.3K)
Filed 2026-10-19
Paradigm Asset Management Co LLC
DECREASED
Shares4,600 from 7,600
Change-3,000 (-39%)
Value$2.4M (-$3.1M)
Filed 2026-11-05
Central Bank & Trust Co
DECREASED
Shares4,599 from 4,658
Change-59 (-1%)
Value$2.4M (-$1.0M)
Filed 2026-10-09
Trust Point Inc.
NEW
Shares4,562
Change+4,562
Value$2.3M
Filed 2026-10-27
Crew Capital Management, Ltd
INCREASED
Shares4,560 from 4,545
Change+15 (+0%)
Value$2.3M (-$954.1K)
Filed 2026-10-28
Whitener Capital Management, Inc.
DECREASED
Shares4,548 from 5,159
Change-611 (-12%)
Value$2.3M (-$1.4M)
Filed 2026-10-15
Next Level Private LLC
INCREASED
Shares4,528 from 4,484
Change+44 (+1%)
Value$2.3M (-$926.3K)
Filed 2026-10-20
Focus Financial Network, Inc.
DECREASED
Shares4,516 from 4,535
Change-19 (0%)
Value$2.3M (-$969.3K)
Filed 2026-10-14
Summit Global Investments
INCREASED
Shares4,509 from 411
Change+4,098 (+997%)
Value$2.3M (+$2.0M)
Filed 2026-10-28
NIA Impact Advisors, LLC
DECREASED
Shares4,493 from 6,261
Change-1,768 (-28%)
Value$2.3M (-$2.2M)
Filed 2026-11-04
Atticus Wealth Management, LLC
INCREASED
Shares4,487 from 4,159
Change+328 (+8%)
Value$2.3M (-$712.3K)
Filed 2026-10-20
Lincoln Capital LLC
UNCHANGED
Shares4,456 from 4,456
Change0 (0%)
Value$2.3M (-$943.0K)
Filed 2026-10-09
Bellecapital International Ltd.
INCREASED
Shares4,450 from 4,413
Change+37 (+1%)
Value$2.3M (-$915.0K)
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
DECREASED
Shares4,449 from 5,063
Change-614 (-12%)
Value$2.3M (-$1.4M)
Filed 2026-10-14
Apella Capital, LLC
INCREASED
Shares4,424 from 3,744
Change+680 (+18%)
Value$2.3M (+$227.3K)
Filed 2026-10-08
Angeles Wealth Management, LLC
DECREASED
Shares4,421 from 5,881
Change-1,460 (-25%)
Value$2.3M (-$2.0M)
Filed 2026-10-26
G&S Capital LLC
DECREASED
Shares4,415 from 4,785
Change-370 (-8%)
Value$2.3M (-$1.2M)
Filed 2026-10-23
Harmony Asset Management LLC
DECREASED
Shares4,411 from 4,828
Change-417 (-9%)
Value$2.3M (-$1.2M)
Filed 2026-10-20
Patton Fund Management, Inc.
DECREASED
Shares4,379 from 6,718
Change-2,339 (-35%)
Value$2.2M (-$2.6M)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
INCREASED
Shares4,378 from 4,351
Change+27 (+1%)
Value$2.3M (-$302.3K)
Filed 2026-10-19
Barlow Wealth Partners, LLC
UNCHANGED
Shares4,378 from 4,378
Change0 (0%)
Value$2.3M (-$176.1K)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares4,337 from 4,102
Change+235 (+6%)
Value$2.2M (-$747.5K)
Filed 2026-11-02
ZWJ Investment Counsel Inc
DECREASED
Shares4,319 from 4,745
Change-426 (-9%)
Value$2.2M (-$1.2M)
Filed 2026-10-15
Clear Creek Financial Management, LLC
INCREASED
Shares4,311 from 4,294
Change+17 (+0%)
Value$2.2M (-$899.9K)
Filed 2026-10-28
Grey Ledge Advisors, LLC
DECREASED
Shares4,289 from 5,203
Change-914 (-18%)
Value$2.2M (-$1.6M)
Filed 2026-11-02
LS Investment Advisors, LLC
INCREASED
Shares4,264 from 1,714
Change+2,550 (+149%)
Value$2.2M (+$941.3K)
Filed 2026-10-13
Searle & Co.
UNCHANGED
Shares4,254 from 4,254
Change0 (0%)
Value$2.2M (-$900.3K)
Filed 2026-11-04
Northland Securities, Inc.
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$2.2M (-$899.4K)
Filed 2026-11-02
Parcion Private Wealth LLC
INCREASED
Shares4,244 from 3,831
Change+413 (+11%)
Value$2.2M (-$599.6K)
Filed 2026-10-28
Pictet North America Advisors SA
INCREASED
Shares4,231 from 4,114
Change+117 (+3%)
Value$2.2M (-$807.3K)
Filed 2026-10-21
Rakuten Securities, Inc.
INCREASED
Shares4,226 from 3,803
Change+423 (+11%)
Value$2.2M (-$588.5K)
Filed 2026-11-02
Bahl & Gaynor LLC
INCREASED
Shares4,225 from 4,217
Change+8 (+0%)
Value$2.2M (-$888.3K)
Filed 2026-11-05
Cornerstone Advisory, LLC
DECREASED
Shares4,158 from 4,577
Change-419 (-9%)
Value$2.1M (-$1.2M)
Filed 2026-11-06
Family Capital Management, Inc.
INCREASED
Shares4,130 from 3,857
Change+273 (+7%)
Value$2.1M (-$676.8K)
Filed 2026-11-03
Davidson Capital Management Inc.
DECREASED
Shares4,124 from 4,257
Change-133 (-3%)
Value$2.1M (-$968.9K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED
Shares4,114 from 3,792
Change+322 (+8%)
Value$1.9M (-$764.9K)
Filed 2026-11-04
Americana Partners, LLC
INCREASED
Shares4,104 from 1,779
Change+2,325 (+131%)
Value$2.1M (+$812.4K)
Filed 2026-10-28
Cooper Financial Group
DECREASED
Shares4,098 from 4,135
Change-37 (-1%)
Value$2.1M (-$893.8K)
Filed 2026-10-07
PFG Advisors
DECREASED
Shares4,091 from 4,287
Change-196 (-5%)
Value$2.1M (-$1.0M)
Filed 2026-10-16
Argentarii, LLC
INCREASED
Shares4,060 from 3,986
Change+74 (+2%)
Value$2.1M (-$18.9K)
Filed 2026-10-28
Hollow Brook Wealth Management LLC
INCREASED
Shares4,044 from 4,043
Change+1 (+0%)
Value$2.1M (-$855.1K)
Filed 2026-10-29
Gryphon Financial Partners LLC
DECREASED
Shares4,038 from 4,050
Change-12 (0%)
Value$2.1M (-$863.2K)
Filed 2026-11-04
Burton Enright Welch
INCREASED
Shares4,037 from 759
Change+3,278 (+432%)
Value$2.1M (+$1.5M)
Filed 2026-11-04
Claro Advisors Inc.
INCREASED
Shares4,036 from 3,330
Change+706 (+21%)
Value$2.1M (-$343.5K)
Filed 2026-11-02
One Advisory Partners, LLC
UNCHANGED
Shares4,033 from 4,033
Change0 (0%)
Value$2.1M (-$853.5K)
Filed 2026-10-22
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares4,010 from 4,010
Change0 (0%)
Value$2.1M (-$848.6K)
Filed 2026-10-29
Wolff Wiese Magana LLC
INCREASED
Shares4,007 from 3,995
Change+12 (+0%)
Value$2.0M (-$839.3K)
Filed 2026-10-15
Genus Capital Management Inc.
DECREASED
Shares4,000 from 12,100
Change-8,100 (-67%)
Value$2.0M (-$6.7M)
Filed 2026-11-04
Joel Isaacson & Co., LLC
INCREASED
Shares3,983 from 3,839
Change+144 (+4%)
Value$2.0M (-$738.7K)
Filed 2026-11-05
RD Finance Ltd
NEW
Shares3,980
Change+3,980
Value$2.0M
Filed 2026-10-26
Diversified Enterprises, LLC
DECREASED
Shares3,973 from 3,996
Change-23 (-1%)
Value$2.0M (-$857.5K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares3,971 from 3,970
Change+1 (+0%)
Value$2.0M (-$839.0K)
Filed 2026-10-14
Finivi Inc.
INCREASED
Shares3,966 from 3,836
Change+130 (+3%)
Value$2.0M (-$745.2K)
Filed 2026-10-13
Legacy Advisors, LLC
DECREASED
Shares3,937 from 3,980
Change-43 (-1%)
Value$2.0M (-$863.8K)
Filed 2026-10-19
Carmel Capital Partners, LLC
DECREASED
Shares3,915 from 6,126
Change-2,211 (-36%)
Value$2.0M (-$2.4M)
Filed 2026-11-03
Falcon Wealth Planning
INCREASED
Shares3,907 from 3,807
Change+100 (+3%)
Value$2.0M (-$754.4K)
Filed 2026-11-06
Focus Wealth Advisors, LLC
DECREASED
Shares3,906 from 3,979
Change-73 (-2%)
Value$2.0M (-$879.3K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
DECREASED
Shares3,885 from 4,142
Change-257 (-6%)
Value$2.0M (-$1.0M)
Filed 2026-11-04
Summit Wealth Group LLC / Co
INCREASED
Shares3,884 from 2,839
Change+1,045 (+37%)
Value$2.0M (-$66.1K)
Filed 2026-10-29
Abacus Wealth Partners, LLC
DECREASED
Shares3,877 from 3,998
Change-121 (-3%)
Value$2.0M (-$908.0K)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
INCREASED
Shares3,875 from 2,380
Change+1,495 (+63%)
Value$2.0M (+$260.9K)
Filed 2026-11-03
Capital Management Associates
DECREASED
Shares3,875 from 4,375
Change-500 (-11%)
Value$2.0M (-$1.2M)
Filed 2026-11-03
Wellington Shields & Co., LLC
DECREASED
Shares3,875 from 4,350
Change-475 (-11%)
Value$2.0M (-$1.2M)
Filed 2026-11-03
Swiss RE LTD
INCREASED
Shares3,854 from 2,344
Change+1,510 (+64%)
Value$2.0M (+$276.1K)
Filed 2026-11-06
Scratch Capital LLC
NEW
Shares3,841
Change+3,841
Value$2.0M
Filed 2026-11-02
Bria Capital Group, LLC
INCREASED
Shares3,841 from 2,825
Change+1,016 (+36%)
Value$2.0M (-$78.3K)
Filed 2026-10-22
Integrity Advisory Solutions, LLC
DECREASED
Shares3,831 from 4,522
Change-691 (-15%)
Value$2.0M (-$1.3M)
Filed 2026-10-29
Integrated Advisors Network LLC
DECREASED
Shares3,815 from 3,827
Change-12 (0%)
Value$2.0M (-$815.7K)
Filed 2026-10-20
WealthPLAN Partners, LLC
INCREASED
Shares3,813 from 2,718
Change+1,095 (+40%)
Value$2.0M (-$15.2K)
Filed 2026-10-15
Weaver Capital Management LLC
INCREASED
Shares3,812 from 1,711
Change+2,101 (+123%)
Value$1.9M (+$1.4M)
Filed 2026-10-15
FSM Wealth Advisors, LLC
DECREASED
Shares3,805 from 4,470
Change-665 (-15%)
Value$1.9M (-$1.3M)
Filed 2026-10-27
Bell Bank
INCREASED
Shares3,781 from 3,654
Change+127 (+3%)
Value$1.9M (-$708.3K)
Filed 2026-10-21
Wealth Architects, LLC
INCREASED
Shares3,763 from 3,288
Change+475 (+14%)
Value$1.9M (-$452.9K)
Filed 2026-11-03
Coastline Trust Co
DECREASED
Shares3,750 from 3,792
Change-42 (-1%)
Value$1.9M (-$823.9K)
Filed 2026-10-01
Sentry LLC
UNCHANGED
Shares3,742 from 3,742
Change0 (0%)
Value$1.9M (-$791.9K)
Filed 2026-10-30
FCG Investment Co
INCREASED
Shares3,736 from 3,635
Change+101 (+3%)
Value$1.9M (-$717.6K)
Filed 2026-10-13
Anchyra Partners LLC
INCREASED
Shares3,728 from 3,625
Change+103 (+3%)
Value$1.9M (-$714.5K)
Filed 2026-10-13
YHB Investment Advisors, Inc.
INCREASED
Shares3,717 from 3,254
Change+463 (+14%)
Value$1.9M (-$451.8K)
Filed 2026-10-08
Wiregrass Investment Management LLC
NEW
Shares3,697
Change+3,697
Value$1.9M
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,695 from 2,987
Change+708 (+24%)
Value$1.9M (-$270.2K)
Filed 2026-10-08
Elevatus Welath Management
DECREASED
Shares3,668 from 3,899
Change-231 (-6%)
Value$1.9M (-$943.6K)
Filed 2026-10-19
Centerpoint Advisors, LLC
INCREASED
Shares3,664 from 3,657
Change+7 (+0%)
Value$1.9M (-$770.0K)
Filed 2026-11-05
City State Bank
DECREASED
Shares3,620 from 3,720
Change-100 (-3%)
Value$1.9M (-$838.4K)
Filed 2026-10-20
Oakworth Capital, Inc.
INCREASED
Shares3,596 from 3,423
Change+173 (+5%)
Value$1.8M (-$572.5K)
Filed 2026-10-26
Childress Capital Advisors, LLC
DECREASED
Shares3,582 from 3,639
Change-57 (-2%)
Value$1.8M (-$799.2K)
Filed 2026-10-28
GKV Capital Management Co., Inc.
INCREASED
Shares3,548 from 3,467
Change+81 (+2%)
Value$1.8M (-$692.3K)
Filed 2026-11-06
BG Investment Services, LLC
NEW
Shares3,547
Change+3,547
Value$1.8M
Filed 2026-10-23
Valmark Advisers, Inc.
INCREASED
Shares3,542 from 2,960
Change+582 (+20%)
Value$1.8M (-$328.7K)
Filed 2026-11-06
United Advisor Group, LLC
INCREASED
Shares3,529 from 3,268
Change+261 (+8%)
Value$1.8M (-$558.1K)
Filed 2026-11-03
Connective Portfolio Management, LLC
NEW
Shares3,500
Change+3,500
Value$1.8M
Filed 2026-10-22
Purus Wealth Management, LLC
DECREASED
Shares3,498 from 3,515
Change-17 (0%)
Value$1.8M (-$752.3K)
Filed 2026-10-15
Acropolis Investment Management, LLC
INCREASED
Shares3,483 from 3,479
Change+4 (+0%)
Value$1.8M (-$734.1K)
Filed 2026-10-08
Foster Group, Inc.
INCREASED
Shares3,482 from 3,160
Change+322 (+10%)
Value$1.8M (-$504.0K)
Filed 2026-10-13
Alps Advisors Inc
DECREASED
Shares3,481 from 3,669
Change-188 (-5%)
Value$1.8M (-$872.6K)
Filed 2026-11-03
Shaker Investments LLC
DECREASED
Shares3,470 from 6,642
Change-3,172 (-48%)
Value$1.8M (-$3.0M)
Filed 2026-11-05
Courier Capital LLC
DECREASED
Shares3,453 from 3,498
Change-45 (-1%)
Value$1.8M (-$763.4K)
Filed 2026-10-19
Personal CFO Solutions, LLC
DECREASED
Shares3,450 from 3,903
Change-453 (-12%)
Value$1.8M (-$1.1M)
Filed 2026-11-06
Wesbanco Bank Inc
DECREASED
Shares3,431 from 7,283
Change-3,852 (-53%)
Value$1.8M (-$3.5M)
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
INCREASED
Shares3,430 from 3,258
Change+172 (+5%)
Value$1.8M (-$601.5K)
Filed 2026-10-13
Aviance Capital Partners, LLC
INCREASED
Shares3,428 from 3,410
Change+18 (+1%)
Value$1.8M (-$712.7K)
Filed 2026-10-29
Cape Investment Advisory, Inc.
DECREASED
Shares3,420 from 3,793
Change-373 (-10%)
Value$1.7M (-$993.4K)
Filed 2026-10-13
Dumont & Blake Investment Advisors LLC
DECREASED
Shares3,400 from 3,407
Change-7 (0%)
Value$1.7M (-$724.6K)
Filed 2026-10-28
Evermay Wealth Management LLC
INCREASED
Shares3,399 from 3,251
Change+148 (+5%)
Value$1.7M (-$612.2K)
Filed 2026-11-05
Clark Financial Services Group Inc
INCREASED
Shares3,395 from 3,362
Change+33 (+1%)
Value$1.7M (-$694.6K)
Filed 2026-10-19
Autumn Glory Partners, LLC
INCREASED
Shares3,364 from 3,355
Change+9 (+0%)
Value$1.7M (-$705.4K)
Filed 2026-10-26
Willow Creek Capital Management, Inc.
UNCHANGED
Shares3,356 from 3,356
Change0 (0%)
Value$2.4M ($0)
Filed 2026-10-16
Plancorp, LLC
INCREASED
Shares3,352 from 2,586
Change+766 (+30%)
Value$1.3M (-$180.5K)
Filed 2026-11-03
Axxion S.A.
INCREASED
Shares3,341 from 166
Change+3,175 (+1913%)
Value$1.7M (+$1.6M)
Filed 2026-10-22
Dutch Asset Corp
INCREASED
Shares3,334 from 2,875
Change+459 (+16%)
Value$1.7M (-$373.5K)
Filed 2026-10-20
Oslo Pensjonsforsikring AS
DECREASED
Shares3,328 from 3,523
Change-195 (-6%)
Value$1.7M (-$845.3K)
Filed 2026-10-15
SYM Financial Corp
INCREASED
Shares3,314 from 3,077
Change+237 (+8%)
Value$1.7M (-$529.9K)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares3,308 from 3,221
Change+87 (+3%)
Value$1.7M (-$637.1K)
Filed 2026-10-02
Strategic Blueprint, LLC
DECREASED
Shares3,307 from 3,508
Change-201 (-6%)
Value$1.7M (-$845.2K)
Filed 2026-10-22
Canandaigua National Bank & Trust Co
DECREASED
Shares3,297 from 3,425
Change-128 (-4%)
Value$1.7M (-$790.3K)
Filed 2026-10-07
Waldron Private Wealth LLC
DECREASED
Shares3,288 from 3,392
Change-104 (-3%)
Value$1.7M (-$771.0K)
Filed 2026-11-02
Alpha Omega Wealth Management LLC
DECREASED
Shares3,270 from 3,438
Change-168 (-5%)
Value$1.7M (-$813.5K)
Filed 2026-10-23
StoneRidge PMG Advisors, LLC
NEW
Shares3,253
Change+3,253
Value$1.7M
Filed 2026-11-04
Mirador Capital Partners LP
INCREASED
Shares3,242 from 3,156
Change+86 (+3%)
Value$1.7M (-$623.8K)
Filed 2026-10-09
Clark Asset Management, LLC
INCREASED
Shares3,231 from 3,218
Change+13 (+0%)
Value$1.7M (-$674.3K)
Filed 2026-10-19
Shepherd Financial Partners LLC
INCREASED
Shares3,210 from 3,198
Change+12 (+0%)
Value$1.6M (-$670.7K)
Filed 2026-11-03
Point Nemo Capital, LLC
NEW
Shares3,183
Change+3,183
Value$1.6M
Filed 2026-11-03
Leisure Capital Management
DECREASED
Shares3,168 from 3,272
Change-104 (-3%)
Value$1.6M (-$745.6K)
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares3,152 from 2,338
Change+814 (+35%)
Value$1.6M (-$84.8K)
Filed 2026-10-09
Guardian Investment Management
INCREASED
Shares3,143 from 3,020
Change+123 (+4%)
Value$1.6M (-$576.0K)
Filed 2026-10-23
LVZ, Inc.
DECREASED
Shares3,142 from 3,144
Change-2 (0%)
Value$1.6M (-$666.4K)
Filed 2026-10-20
Harbour Capital Advisors, LLC
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$1.6M (-$282.5K)
Filed 2026-10-13
Contravisory Investment Management, Inc.
INCREASED
Shares3,098 from 2,664
Change+434 (+16%)
Value$1.6M (-$341.8K)
Filed 2026-10-13
Resonant Capital Advisors, LLC
INCREASED
Shares3,084 from 2,900
Change+184 (+6%)
Value$1.6M (-$519.6K)
Filed 2026-10-15
Focused Wealth Management, Inc
DECREASED
Shares3,065 from 3,275
Change-210 (-6%)
Value$1.6M (-$800.4K)
Filed 2026-10-30
Salomon & Ludwin, LLC
DECREASED
Shares3,059 from 3,123
Change-64 (-2%)
Value$1.6M (-$468.5K)
Filed 2026-10-29
Golden Reserve Retirement LLC
INCREASED
Shares3,042 from 2,033
Change+1,009 (+50%)
Value$1.6M (+$85.7K)
Filed 2026-11-02
Seek First Inc.
DECREASED
Shares3,041 from 3,227
Change-186 (-6%)
Value$1.6M (-$778.0K)
Filed 2026-10-27
Mesirow Financial Investment Management, Inc.
INCREASED
Shares3,039 from 1,707
Change+1,332 (+78%)
Value$1.6M (+$319.8K)
Filed 2026-11-05
Providence First Trust Co
DECREASED
Shares3,031 from 4,639
Change-1,608 (-35%)
Value$1.5M (-$1.8M)
Filed 2026-11-02
NBT Bank, N.A.
UNCHANGED
Shares3,016 from 3,016
Change0 (0%)
Value$1.5M (-$638.2K)
Filed 2026-10-21
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,012 from 3,005
Change+7 (+0%)
Value$1.5M (-$632.3K)
Filed 2026-10-22
Waycross Partners, LLC
NEW
Shares3,011
Change+3,011
Value$1.5M
Filed 2026-11-03
Physicians Financial Services, Inc.
INCREASED
Shares3,010 from 2,810
Change+200 (+7%)
Value$1.5M (-$493.0K)
Filed 2026-11-04
Visionary Wealth Advisors
INCREASED
Shares3,007 from 3,001
Change+6 (+0%)
Value$1.5M (-$632.0K)
Filed 2026-11-04
LVW Advisors, LLC
DECREASED
Shares3,002 from 3,528
Change-526 (-15%)
Value$1.5M (-$1.0M)
Filed 2026-10-19
Twin Peaks Capital Ltd
DECREASED
Shares3,000 from 17,000
Change-14,000 (-82%)
Value$1.5M (-$10.8M)
Filed 2026-11-03
Boit C F David
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$1.5M (-$634.9K)
Filed 2026-10-29
Seven Mile Advisory
DECREASED
Shares2,993 from 3,121
Change-128 (-4%)
Value$1.5M (-$725.9K)
Filed 2026-10-22
Cane Capital Partners, LLC
INCREASED
Shares2,981 from 1,669
Change+1,312 (+79%)
Value$1.5M (+$317.7K)
Filed 2026-10-23
Rothwell Investment Advisors, LLC
NEW
Shares2,977
Change+2,977
Value$1.5M
Filed 2026-11-06
Key Client Fiduciary Advisors, LLC
INCREASED
Shares2,973 from 2,930
Change+43 (+1%)
Value$1.5M (-$597.8K)
Filed 2026-10-19
Independent Solutions Wealth Management, LLC
DECREASED
Shares2,973 from 2,979
Change-6 (0%)
Value$1.5M (-$633.5K)
Filed 2026-10-28
Formidable Asset Management, LLC
DECREASED
Shares2,966 from 3,488
Change-522 (-15%)
Value$2.1M (+$952.3K)
Filed 2026-11-03
Ticino Wealth
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$1.5M (-$624.3K)
Filed 2026-10-13
NTV Asset Management LLC
UNCHANGED
Shares2,942 from 2,942
Change0 (0%)
Value$1.5M (-$622.6K)
Filed 2026-10-23
Corps Capital Advisors, LLC
UNCHANGED
Shares2,939 from 2,939
Change0 (0%)
Value$1.5M (-$622.0K)
Filed 2026-11-05
Abel Hall, LLC
DECREASED
Shares2,926 from 3,043
Change-117 (-4%)
Value$1.5M (-$703.8K)
Filed 2026-10-19
Diversified Management Inc
INCREASED
Shares2,912 from 2,875
Change+37 (+1%)
Value$1.5M (-$589.5K)
Filed 2026-10-08
Advisor OS, LLC
DECREASED
Shares2,911 from 2,922
Change-11 (0%)
Value$1.5M (-$624.0K)
Filed 2026-11-03
Encompass Wealth Advisors, LLC
INCREASED
Shares2,902 from 1,451
Change+1,451 (+100%)
Value$1.5M (+$434.9K)
Filed 2026-10-15
Jordan Park Group LLC
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$1.5M (-$613.7K)
Filed 2026-11-06
Albert D Mason Inc
DECREASED
Shares2,899 from 2,908
Change-9 (0%)
Value$1.5M (-$620.0K)
Filed 2026-10-27
Redmond Asset Management, LLC
DECREASED
Shares2,894 from 2,995
Change-101 (-3%)
Value$1.5M (-$685.5K)
Filed 2026-10-27
Plan Group Financial, LLC
DECREASED
Shares2,889 from 3,244
Change-355 (-11%)
Value$1.2M (-$1.2M)
Filed 2026-10-22
Old Port Advisors
DECREASED
Shares2,887 from 2,936
Change-49 (-2%)
Value$1.5M (-$646.3K)
Filed 2026-10-23
Westbourne Investment Advisors, Inc.
DECREASED
Shares2,880 from 2,955
Change-75 (-3%)
Value$1.5M (-$663.7K)
Filed 2026-10-20
Certuity, LLC
DECREASED
Shares2,874 from 3,165
Change-291 (-9%)
Value$1.5M (-$818.7K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED
Shares2,873 from 2,828
Change+45 (+2%)
Value$1.5M (-$575.4K)
Filed 2026-10-21
Martin Capital Advisors, LLP
DECREASED
Shares2,865 from 2,873
Change-8 (0%)
Value$1.5M (-$612.2K)
Filed 2026-10-15
Cypress Capital Group
INCREASED
Shares2,861 from 2,487
Change+374 (+15%)
Value$1.5M (-$335.0K)
Filed 2026-11-03
Probity Advisors, Inc.
DECREASED
Shares2,858 from 2,913
Change-55 (-2%)
Value$1.5M (-$644.6K)
Filed 2026-10-23
Lincoln Capital Corp
DECREASED
Shares2,851 from 3,150
Change-299 (-9%)
Value$1.5M (-$819.5K)
Filed 2026-10-13
Hudock, Inc.
INCREASED
Shares2,844 from 2,825
Change+19 (+1%)
Value$1.5M (-$588.6K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,831 from 1,656
Change+1,175 (+71%)
Value$1.4M (+$249.9K)
Filed 2026-10-16
WD Rutherford LLC
DECREASED
Shares2,798 from 2,898
Change-100 (-3%)
Value$1.4M (-$664.4K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED
Shares2,793 from 953
Change+1,840 (+193%)
Value$1.4M (+$739.1K)
Filed 2026-10-16
LEE Danner & Bass Inc
INCREASED
Shares2,785 from 1,485
Change+1,300 (+88%)
Value$1.4M (+$350.6K)
Filed 2026-10-27
Peoples Financial Services Corp.
DECREASED
Shares2,774 from 3,480
Change-706 (-20%)
Value$1.4M (-$1.1M)
Filed 2026-10-20
Bullock Wealth Management Group
INCREASED
Shares2,770 from 2,751
Change+19 (+1%)
Value$1.5M (-$324.7K)
Filed 2026-10-09
Connecticut Wealth Management, LLC
INCREASED
Shares2,766 from 1,067
Change+1,699 (+159%)
Value$1.4M (+$643.0K)
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares2,760
Change+2,760
Value$1.1K
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares2,759 from 2,839
Change-80 (-3%)
Value$1.4M (-$275.6K)
Filed 2026-10-30
Howland Capital Management LLC
DECREASED
Shares2,752 from 2,819
Change-67 (-2%)
Value$1.4M (-$630.8K)
Filed 2026-10-22
TruNorth Capital Management, LLC
INCREASED
Shares2,740 from 2,581
Change+159 (+6%)
Value$1.4M (-$464.9K)
Filed 2026-10-14
Intesa Sanpaolo Wealth Management
DECREASED
Shares2,740 from 2,815
Change-75 (-3%)
Value$1.4M (-$634.1K)
Filed 2026-10-28
Strategy Asset Managers LLC
INCREASED
Shares2,738 from 1,231
Change+1,507 (+122%)
Value$1.4M (+$510.1K)
Filed 2026-10-14
Aviso Wealth Management
INCREASED
Shares2,733 from 2,672
Change+61 (+2%)
Value$1.4M (-$534.9K)
Filed 2026-11-04
Duncker Streett & Co Inc
DECREASED
Shares2,730 from 2,770
Change-40 (-1%)
Value$1.4M (-$606.6K)
Filed 2026-10-27
Chilton Capital Management LLC
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$1.4M (-$576.7K)
Filed 2026-10-28
Chemung Canal Trust Co
DECREASED
Shares2,722 from 3,018
Change-296 (-10%)
Value$1.4M (-$790.0K)
Filed 2026-11-04
Canopy Partners, LLC
DECREASED
Shares2,715 from 2,753
Change-38 (-1%)
Value$1.4M (-$602.0K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
INCREASED
Shares2,713 from 2,610
Change+103 (+4%)
Value$1.4M (-$499.2K)
Filed 2026-11-04
Grant Private Wealth Management Inc
DECREASED
Shares2,707 from 2,900
Change-193 (-7%)
Value$1.4M (-$712.5K)
Filed 2026-10-19
Principle Wealth Partners LLC
INCREASED
Shares2,699 from 1,947
Change+752 (+39%)
Value$1.4M (-$26.8K)
Filed 2026-11-02
Impact Capital Partners LLC
INCREASED
Shares2,698 from 2,236
Change+462 (+21%)
Value$1.4M (-$236.9K)
Filed 2026-10-22
Tlwm
DECREASED
Shares2,695 from 2,725
Change-30 (-1%)
Value$1.4M (-$592.0K)
Filed 2026-10-09
Indivisible Partners
DECREASED
Shares2,693 from 4,131
Change-1,438 (-35%)
Value$1.4M (-$1.6M)
Filed 2026-10-26
National Wealth Management Group, LLC
DECREASED
Shares2,689 from 2,797
Change-108 (-4%)
Value$1.4M (-$647.1K)
Filed 2026-10-26
Cidel Asset Management Inc
DECREASED
Shares2,670 from 3,339
Change-669 (-20%)
Value$1.4M (-$1.0M)
Filed 2026-10-29
Shelton Wealth Management, LLC
DECREASED
Shares2,668 from 2,688
Change-20 (-1%)
Value$1.4M (-$578.8K)
Filed 2026-10-16
Smith Group Asset Management, LLC
DECREASED
Shares2,667 from 2,912
Change-245 (-8%)
Value$1.4M (-$741.5K)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares2,666 from 3,871
Change-1,205 (-31%)
Value$1.4M (-$1.4M)
Filed 2026-10-08
Wealth Effects LLC
DECREASED
Shares2,643 from 2,710
Change-67 (-2%)
Value$1.4M (-$608.0K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
INCREASED
Shares2,634 from 2,595
Change+39 (+2%)
Value$1.3M (-$529.2K)
Filed 2026-10-13
Revisor Wealth Management LLC
INCREASED
Shares2,628 from 2,608
Change+20 (+1%)
Value$1.2M (-$683.5K)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,618 from 2,343
Change+275 (+12%)
Value$1.3M (-$355.8K)
Filed 2026-10-29
AMG Asset Management Group, Inc.
INCREASED
Shares2,615 from 1,447
Change+1,168 (+81%)
Value$1.3M (+$291.0K)
Filed 2026-10-21
Uhlmann Price Securities, LLC
INCREASED
Shares2,611 from 2,064
Change+547 (+27%)
Value$1.3M (-$157.0K)
Filed 2026-11-03
Valley Wealth Managers, Inc.
INCREASED
Shares2,598 from 2,551
Change+47 (+2%)
Value$1.3M (-$515.8K)
Filed 2026-10-09
Integrity Alliance, Llc.
INCREASED
Shares2,590 from 2,519
Change+71 (+3%)
Value$1.3M (-$497.0K)
Filed 2026-10-29
Redwood Financial Network Corp
DECREASED
Shares2,583 from 2,863
Change-280 (-10%)
Value$1.3M (-$748.9K)
Filed 2026-11-03
Financial Solutions Advisory Group, Inc.
INCREASED
Shares2,573 from 2,570
Change+3 (+0%)
Value$1.1M (-$459.8K)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
DECREASED
Shares2,569 from 2,851
Change-282 (-10%)
Value$1.3M (-$747.4K)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED
Shares2,565 from 3,476
Change-911 (-26%)
Value$1.3M (-$1.2M)
Filed 2026-10-28
Jm2 Capital Inc.
INCREASED
Shares2,563 from 2,288
Change+275 (+12%)
Value$1.3M (-$343.5K)
Filed 2026-10-14
Accredited Investors Inc.
INCREASED
Shares2,558 from 2,554
Change+4 (+0%)
Value$1.3M (-$538.3K)
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares2,555 from 1,664
Change+891 (+54%)
Value$1.3M (+$103.6K)
Filed 2026-10-26
Buckhead Capital Management LLC
DECREASED
Shares2,551 from 2,552
Change-1 (0%)
Value$1.3M (-$540.6K)
Filed 2026-11-03
Souders Financial Advisors
DECREASED
Shares2,545 from 2,872
Change-327 (-11%)
Value$1.3M (-$774.9K)
Filed 2026-11-03
Y.D. More Investments Ltd
DECREASED
Shares2,545 from 2,560
Change-15 (-1%)
Value$1.3M (-$549.4K)
Filed 2026-11-02
Revolve Wealth Partners, LLC
DECREASED
Shares2,531 from 2,706
Change-175 (-6%)
Value$1.3M (-$662.1K)
Filed 2026-10-23
Global Strategic Investment Solutions, LLC
DECREASED
Shares2,528 from 2,533
Change-5 (0%)
Value$1.3M (-$538.6K)
Filed 2026-10-16
Transcendent Capital Group LLC
DECREASED
Shares2,527 from 2,585
Change-58 (-2%)
Value$1.3M (-$576.7K)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares2,525 from 2,696
Change-171 (-6%)
Value$1.3M (-$418.3K)
Filed 2026-11-02
Westwind Capital
DECREASED
Shares2,508 from 2,574
Change-66 (-3%)
Value$1.3M (-$578.0K)
Filed 2026-10-08
Lewis Asset Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$1.3M (-$528.9K)
Filed 2026-10-14
Ring Mountain Capital, LLC
INCREASED
Shares2,499 from 2,443
Change+56 (+2%)
Value$1.3M (-$488.4K)
Filed 2026-10-13
Inscription Capital, LLC
DECREASED
Shares2,478 from 4,558
Change-2,080 (-46%)
Value$1.3M (-$2.0M)
Filed 2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares2,472 from 3,774
Change-1,302 (-34%)
Value$1.3M (-$1.5M)
Filed 2026-10-21
Worthington Financial Partners, LLC
DECREASED
Shares2,469 from 2,479
Change-10 (0%)
Value$1.3M (-$529.8K)
Filed 2026-10-13
Delphi Management Inc
DECREASED
Shares2,468 from 2,984
Change-516 (-17%)
Value$1.3M (-$895.0K)
Filed 2026-11-05
Winthrop Advisory Group LLC
DECREASED
Shares2,468 from 2,634
Change-166 (-6%)
Value$1.3M (-$642.3K)
Filed 2026-10-22
Associated Banc-Corp
INCREASED
Shares2,466 from 2,456
Change+10 (+0%)
Value$1.3M (-$514.6K)
Filed 2026-10-30
Cranbrook Wealth Management, LLC
DECREASED
Shares2,451 from 2,726
Change-275 (-10%)
Value$1.3M (-$717.5K)
Filed 2026-10-28
Deltec Asset Management LLC
INCREASED
Shares2,450 from 2,300
Change+150 (+7%)
Value$1.3M (-$410.0K)
Filed 2026-10-26
Avior Wealth Management, LLC
DECREASED
Shares2,445 from 3,354
Change-909 (-27%)
Value$1.3M (-$1.2M)
Filed 2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED
Shares2,445 from 2,464
Change-19 (-1%)
Value$1.3M (-$531.1K)
Filed 2026-10-30
Insight 2811, Inc.
DECREASED
Shares2,443 from 2,480
Change-37 (-1%)
Value$1.2M (-$543.7K)
Filed 2026-11-06
USA Financial Formulas
NEW
Shares2,442
Change+2,442
Value$1.2M
Filed 2026-10-16
Income Insurance Ltd
UNCHANGED
Shares2,434 from 2,434
Change0 (0%)
Value$1.2M (-$515.1K)
Filed 2026-10-21
IMPACTfolio, LLC
DECREASED
Shares2,427 from 2,458
Change-31 (-1%)
Value$1.2M (-$535.8K)
Filed 2026-10-28
Persium Advisors, LLC
DECREASED
Shares2,416 from 2,443
Change-27 (-1%)
Value$1.2M (-$530.8K)
Filed 2026-10-07
McAdam, LLC
INCREASED
Shares2,415 from 1,930
Change+485 (+25%)
Value$1.2M (-$160.5K)
Filed 2026-10-21
Brucke Financial, Inc.
INCREASED
Shares2,413 from 2,109
Change+304 (+14%)
Value$1.2M (-$290.8K)
Filed 2026-10-23
Client 1ST Advisory Group, LLC
INCREASED
Shares2,409 from 2,186
Change+223 (+10%)
Value$1.2M (-$348.7K)
Filed 2026-10-19
Eagle Wealth Advisors LLC
INCREASED
Shares2,407 from 2,343
Change+64 (+3%)
Value$1.2M (-$463.1K)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,405 from 2,620
Change-215 (-8%)
Value$1.2M (-$664.4K)
Filed 2026-10-19
Elyxium Wealth, LLC
DECREASED
Shares2,404 from 2,421
Change-17 (-1%)
Value$1.2M (-$521.1K)
Filed 2026-10-27
Schear Investment Advisers, LLC
NEW
Shares2,397
Change+2,397
Value$1.2M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,397 from 1,875
Change+522 (+28%)
Value$1.2M (-$129.9K)
Filed 2026-10-14
Invera Wealth Advisors, LLC
INCREASED
Shares2,397 from 2,219
Change+178 (+8%)
Value$1.2M (-$378.6K)
Filed 2026-10-28
Forza Wealth Management, LLC
UNCHANGED
Shares2,392 from 2,392
Change0 (0%)
Value$1.2M (-$506.2K)
Filed 2026-10-20
MW Advisory, LLC
INCREASED
Shares2,382 from 2,009
Change+373 (+19%)
Value$1.2M (-$234.3K)
Filed 2026-10-19
Capital Management Associates, Inc
INCREASED
Shares2,371 from 2,369
Change+2 (+0%)
Value$1.2M (-$500.4K)
Filed 2026-10-20
Elevation Wealth Management LLC
INCREASED
Shares2,369 from 744
Change+1,625 (+218%)
Value$1.2M (+$673.8K)
Filed 2026-11-02
Leuthold Group, LLC
UNCHANGED
Shares2,367 from 2,367
Change0 (0%)
Value$1.2M (-$500.9K)
Filed 2026-11-04
R Squared Ltd
INCREASED
Shares2,362 from 1,643
Change+719 (+44%)
Value$1.2M (+$20.0K)
Filed 2026-11-06
Klein Pavlis & Peasley Financial, Inc.
DECREASED
Shares2,359 from 3,002
Change-643 (-21%)
Value$1.2M (-$964.4K)
Filed 2026-10-13
Cromwell Holdings LLC
DECREASED
Shares2,353 from 2,432
Change-79 (-3%)
Value$1.2M (-$555.1K)
Filed 2026-10-28
Root Financial Partners, LLC
INCREASED
Shares2,351 from 2,280
Change+71 (+3%)
Value$1.2M (-$446.1K)
Filed 2026-10-21
Global Assets Advisory, LLC
DECREASED
Shares2,347 from 2,365
Change-18 (-1%)
Value$1.3M (-$258.5K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
INCREASED
Shares2,344 from 2,314
Change+30 (+1%)
Value$1.2M (-$474.0K)
Filed 2026-10-27
Algebris (UK) LTD
INCREASED
Shares2,336 from 2,028
Change+308 (+15%)
Value$1.2M (-$267.0K)
Filed 2026-11-06
Unified Investment Management
DECREASED
Shares2,331 from 2,403
Change-72 (-3%)
Value$1.2M (-$545.2K)
Filed 2026-10-14
QV Investors Inc.
DECREASED
Shares2,320 from 4,490
Change-2,170 (-48%)
Value$1.2M (-$2.1M)
Filed 2026-10-20
Donoghue Forlines LLC
INCREASED
Shares2,316 from 1,772
Change+544 (+31%)
Value$1.2M (-$96.8K)
Filed 2026-11-02
Earned Wealth Advisors, LLC
INCREASED
Shares2,314 from 2,150
Change+164 (+8%)
Value$1.2M (-$371.1K)
Filed 2026-11-06
Somerset Trust Co
DECREASED
Shares2,311 from 2,341
Change-30 (-1%)
Value$1.2M (-$510.7K)
Filed 2026-10-13
BridgePort Financial Solutions, LLC
INCREASED
Shares2,309 from 2,299
Change+10 (+0%)
Value$1.2M (-$481.4K)
Filed 2026-11-02
ROI Financial Advisors, LLC
INCREASED
Shares2,306 from 1,887
Change+419 (+22%)
Value$1.2M (-$185.2K)
Filed 2026-10-19
Midwest Financial Group LLC
INCREASED
Shares2,306 from 2,281
Change+25 (+1%)
Value$1.2M (-$469.5K)
Filed 2026-10-15
RAM Investment Partners, LLC
INCREASED
Shares2,300 from 2,268
Change+32 (+1%)
Value$1.2M (-$463.6K)
Filed 2026-10-21
AMG National Trust Bank
INCREASED
Shares2,297 from 2,179
Change+118 (+5%)
Value$1.2M (-$400.8K)
Filed 2026-11-05
GLR Partners, LLC
INCREASED
Shares2,293 from 1,267
Change+1,026 (+81%)
Value$1.2M (+$256.6K)
Filed 2026-11-04
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares2,261 from 2,261
Change0 (0%)
Value$1.2M (-$478.5K)
Filed 2026-11-02
Cpwa, LLC
UNCHANGED
Shares2,259 from 2,259
Change0 (0%)
Value$1.1M (-$509.3K)
Filed 2026-11-04
Fortitude Advisory Group L.L.C.
INCREASED
Shares2,253 from 2,211
Change+42 (+2%)
Value$1.2M (-$446.4K)
Filed 2026-10-15
Tuttle Capital Management, LLC
DECREASED
Shares2,244 from 4,420
Change-2,176 (-49%)
Value$1.1M (-$2.0M)
Filed 2026-10-21
Harrell Investment Partners, LLC
INCREASED
Shares2,231 from 2,227
Change+4 (+0%)
Value$1.1M (-$469.2K)
Filed 2026-10-15
Yelin Lapidot Holdings Management Ltd.
NEW
Shares2,220
Change+2,220
Value$1.1M
Filed 2026-10-26
Beacon Financial Group
INCREASED
Shares2,201 from 2,070
Change+131 (+6%)
Value$1.1M (-$371.1K)
Filed 2026-10-19
Hoxton Planning & Management, LLC
INCREASED
Shares2,198 from 2,148
Change+50 (+2%)
Value$1.1M (-$429.0K)
Filed 2026-10-15
Haven Private, LLC
DECREASED
Shares2,195 from 2,516
Change-321 (-13%)
Value$1.1M (-$696.6K)
Filed 2026-10-27
Kelly Financial Services LLC
DECREASED
Shares2,195 from 2,199
Change-4 (0%)
Value$1.1M (-$467.4K)
Filed 2026-10-20
DLK Investment Management, LLC
DECREASED
Shares2,186 from 2,290
Change-104 (-5%)
Value$1.1M (+$577.5K)
Filed 2026-10-09
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares2,185 from 1,692
Change+493 (+29%)
Value$1.1M (-$106.0K)
Filed 2026-11-02
Altfest L J & Co Inc
INCREASED
Shares2,178 from 432
Change+1,746 (+404%)
Value$1.1M (+$802.0K)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares2,171
Change+2,171
Value$1.1M
Filed 2026-11-04
MV Capital Management, Inc.
DECREASED
Shares2,167 from 2,182
Change-15 (-1%)
Value$1.1M (-$469.4K)
Filed 2026-10-29
Kathmere Capital Management, LLC
INCREASED
Shares2,160 from 1,812
Change+348 (+19%)
Value$1.1M (-$205.5K)
Filed 2026-10-20
Sustainable Insight Capital Management, LLC
DECREASED
Shares2,160 from 2,240
Change-80 (-4%)
Value$1.1M (-$514.9K)
Filed 2026-11-06
Jessup Wealth Management, Inc
DECREASED
Shares2,150 from 2,160
Change-10 (0%)
Value$1.1M (-$462.3K)
Filed 2026-10-20
Wealth Group, Ltd.
DECREASED
Shares2,148 from 2,810
Change-662 (-24%)
Value$1.1M (-$934.0K)
Filed 2026-10-30
Arvest Investments, Inc.
DECREASED
Shares2,137 from 2,141
Change-4 (0%)
Value$1.1M (-$455.1K)
Filed 2026-10-21
Krane Financial Solutions LLC
INCREASED
Shares2,132 from 2,130
Change+2 (+0%)
Value$1.1M (-$449.5K)
Filed 2026-10-30
Milestones Private Investment Advisors LLC
INCREASED
Shares2,122 from 2,000
Change+122 (+6%)
Value$1.1M (-$360.9K)
Filed 2026-10-19
Cypress Wealth Services, LLC
DECREASED
Shares2,107 from 2,339
Change-232 (-10%)
Value$1.1M (-$573.5K)
Filed 2026-10-21
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares2,106 from 2,106
Change0 (0%)
Value$1.1M (-$445.7K)
Filed 2026-10-26
Worth Financial Advisory Group, LLC
INCREASED
Shares2,105 from 2,077
Change+28 (+1%)
Value$1.1M (-$425.2K)
Filed 2026-10-19
Hussman Strategic Advisors, Inc.
NEW
Shares2,100
Change+2,100
Value$1.1M
Filed 2026-11-02
Cascade Investment Group, Inc.
DECREASED
Shares2,099 from 2,180
Change-81 (-4%)
Value$1.1M (-$502.8K)
Filed 2026-10-13
Herold Advisors, Inc.
INCREASED
Shares2,093 from 1,935
Change+158 (+8%)
Value$1.1M (-$328.7K)
Filed 2026-10-19
Bigelow Investment Advisors, LLC
INCREASED
Shares2,091 from 2,033
Change+58 (+3%)
Value$1.1M (-$400.6K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares2,089 from 1,771
Change+318 (+18%)
Value$932.9K (-$347.3K)
Filed 2026-10-15
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares2,089 from 2,089
Change0 (0%)
Value$1.1M (-$442.1K)
Filed 2026-10-16
Allen Capital Group, LLC
INCREASED
Shares2,081 from 1,954
Change+127 (+7%)
Value$1.1M (-$348.6K)
Filed 2026-10-27
Curated Wealth Partners LLC
INCREASED
Shares2,077 from 692
Change+1,385 (+200%)
Value$1.1M (+$561.8K)
Filed 2026-10-15
Ignite Planners, LLC
INCREASED
Shares2,069 from 1,959
Change+110 (+6%)
Value$1.1M (-$348.8K)
Filed 2026-10-14
Mezzasalma Advisors, LLC
INCREASED
Shares2,067 from 2,064
Change+3 (+0%)
Value$1.1M (-$435.3K)
Filed 2026-10-14
Mengis Capital Management, Inc.
INCREASED
Shares2,066 from 2,065
Change+1 (+0%)
Value$1.1M (-$437.1K)
Filed 2026-10-13
Darden Wealth Group Inc
INCREASED
Shares2,065 from 1,970
Change+95 (+5%)
Value$1.1M (-$368.3K)
Filed 2026-11-06
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares2,064 from 1,200
Change+864 (+72%)
Value$1.1M (+$187.9K)
Filed 2026-10-21
Victory Financial Group, LLC
INCREASED
Shares2,050 from 1,309
Change+741 (+57%)
Value$1.0M (+$101.9K)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares2,044
Change+2,044
Value$1.0M
Filed 2026-11-03
Bond & Devick Financial Network, Inc.
DECREASED
Shares2,041 from 2,082
Change-41 (-2%)
Value$1.0M (-$461.6K)
Filed 2026-10-23
Peterson Wealth Services
INCREASED
Shares2,038 from 1,907
Change+131 (+7%)
Value$1.0M (-$336.5K)
Filed 2026-10-26
Cypress Point Wealth Management, LLC
DECREASED
Shares2,035 from 2,397
Change-362 (-15%)
Value$1.0M (-$692.4K)
Filed 2026-11-03
South Shore Capital Advisors
DECREASED
Shares2,033 from 2,037
Change-4 (0%)
Value$1.0M (-$433.1K)
Filed 2026-10-20
KWB Wealth
UNCHANGED
Shares2,029 from 2,029
Change0 (0%)
Value$1.0M (-$429.4K)
Filed 2026-10-16
Walker Asset Management, LLC
INCREASED
Shares2,024 from 2,022
Change+2 (+0%)
Value$1.0M (-$426.6K)
Filed 2026-10-13
Spinnaker Investment Group, LLC
DECREASED
Shares2,018 from 2,091
Change-73 (-3%)
Value$1.0M (-$479.8K)
Filed 2026-10-13
Endowment Wealth Management, Inc.
NEW
Shares2,013
Change+2,013
Value$1.0M
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares2,007 from 1,626
Change+381 (+23%)
Value$1.0M (-$149.2K)
Filed 2026-11-05
United Community Bank
DECREASED
Shares2,005 from 2,125
Change-120 (-6%)
Value$1.0M (-$511.1K)
Filed 2026-10-28
BNB Wealth Management, LLC
INCREASED
Shares2,003 from 2,002
Change+1 (+0%)
Value$1.0M (-$423.3K)
Filed 2026-10-28
QTR Family Wealth, LLC
DECREASED
Shares2,002 from 2,014
Change-12 (-1%)
Value$1.0M (-$432.5K)
Filed 2026-11-02
Globalt Investments LLC / GA
DECREASED
Shares2,000 from 2,200
Change-200 (-9%)
Value$1.0M (-$567.8K)
Filed 2026-10-27
Consolidated Capital Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$1.0M (-$423.2K)
Filed 2026-10-13
AGH Wealth Advisors, LLC
DECREASED
Shares1,990 from 2,112
Change-122 (-6%)
Value$1.0M (-$509.3K)
Filed 2026-10-26
Regent Peak Wealth Advisors LLC
DECREASED
Shares1,985 from 2,002
Change-17 (-1%)
Value$1.0M (-$432.4K)
Filed 2026-10-13
Warm Springs Advisors Inc.
INCREASED
Shares1,974 from 1,487
Change+487 (+33%)
Value$1.0M (-$65.6K)
Filed 2026-10-28
Independence Bank of Kentucky
DECREASED
Shares1,973 from 1,998
Change-25 (-1%)
Value$1.0M (-$435.6K)
Filed 2026-10-26
Fulton Breakefield Broenniman LLC
DECREASED
Shares1,970 from 2,206
Change-236 (-11%)
Value$1.0M (-$587.5K)
Filed 2026-11-03
Princeton Global Asset Management LLC
DECREASED
Shares1,967 from 2,066
Change-99 (-5%)
Value$1.0M (-$488.2K)
Filed 2026-10-21
Monument Capital Management
DECREASED
Shares1,966 from 11,713
Change-9,747 (-83%)
Value$1.0M (-$7.5M)
Filed 2026-10-09
Kaizen Financial Strategies
DECREASED
Shares1,964 from 2,060
Change-96 (-5%)
Value$1.0M (-$336.5K)
Filed 2026-10-09
Sterling Investment Counsel, LLC
INCREASED
Shares1,964 from 1,880
Change+84 (+4%)
Value$1.0M (-$355.3K)
Filed 2026-10-19
Grant Street Asset Management, Inc.
INCREASED
Shares1,963 from 1,962
Change+1 (+0%)
Value$1.0M (-$414.2K)
Filed 2026-10-26
Range Financial Group LLC
INCREASED
Shares1,956 from 1,831
Change+125 (+7%)
Value$1.0M (-$323.7K)
Filed 2026-10-21
Congress Park Capital LLC
DECREASED
Shares1,939 from 2,264
Change-325 (-14%)
Value$991.4K (-$645.2K)
Filed 2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares1,936 from 1,934
Change+2 (+0%)
Value$990.1K (-$407.8K)
Filed 2026-10-29
Platform Technology Partners
INCREASED
Shares1,931 from 1,898
Change+33 (+2%)
Value$987.4K (-$384.7K)
Filed 2026-11-02
Piar LLC
DECREASED
Shares1,930 from 1,990
Change-60 (-3%)
Value$987.0K (-$451.8K)
Filed 2026-10-21
MBL Wealth, LLC
INCREASED
Shares1,928 from 1,810
Change+118 (+7%)
Value$985.9K (-$322.7K)
Filed 2026-10-22
Centennial Wealth Advisory LLC
INCREASED
Shares1,925 from 1,858
Change+67 (+4%)
Value$984.1K (-$358.7K)
Filed 2026-10-16
Colonial River Investments, LLC
INCREASED
Shares1,920 from 1,147
Change+773 (+67%)
Value$981.9K (+$152.6K)
Filed 2026-10-19
Union Savings Bank
DECREASED
Shares1,916 from 1,996
Change-80 (-4%)
Value$979.8K (-$463.3K)
Filed 2026-10-14
Ashton Thomas Securities, LLC
INCREASED
Shares1,913 from 1,803
Change+110 (+6%)
Value$978.3K (-$294.9K)
Filed 2026-10-26
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,908 from 1,880
Change+28 (+1%)
Value$975.9K (-$383.6K)
Filed 2026-10-27
Everett Harris & Co
DECREASED
Shares1,907 from 1,982
Change-75 (-4%)
Value$975.2K (-$457.8K)
Filed 2026-10-28
Oakmont Investment Advisors, Inc.
NEW
Shares1,902
Change+1,902
Value$972.7K
Filed 2026-10-21
Avantra Family Wealth, Inc.
INCREASED
Shares1,901 from 1,759
Change+142 (+8%)
Value$972.1K (-$299.7K)
Filed 2026-10-20
Old Mission Investment Co LLC
DECREASED
Shares1,901 from 1,903
Change-2 (0%)
Value$972.1K (-$403.7K)
Filed 2026-10-22
Whelan Financial
INCREASED
Shares1,899 from 1,746
Change+153 (+9%)
Value$971.1K (-$291.0K)
Filed 2026-10-28
Financial Council, LLC
UNCHANGED
Shares1,886 from 1,886
Change0 (0%)
Value$964.5K (-$399.1K)
Filed 2026-11-02
Selective Wealth Management, Inc.
INCREASED
Shares1,881 from 1,717
Change+164 (+10%)
Value$809.0K (-$100.2K)
Filed 2026-10-16
Greenspring Advisors, LLC
DECREASED
Shares1,881 from 1,981
Change-100 (-5%)
Value$962.1K (-$470.4K)
Filed 2026-11-05
BLB&B Advisors, LLC
INCREASED
Shares1,881 from 1,815
Change+66 (+4%)
Value$961.8K (-$350.4K)
Filed 2026-10-27
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares1,877 from 882
Change+995 (+113%)
Value$960.5K (+$322.7K)
Filed 2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$1.4M ($0)
Filed 2026-11-03
Heartwood Wealth Advisors LLC
INCREASED
Shares1,872 from 1,768
Change+104 (+6%)
Value$957.3K (-$321.0K)
Filed 2026-10-05
DecisionPoint Financial, LLC
INCREASED
Shares1,865 from 13
Change+1,852 (+14246%)
Value$987.1K (+$978.7K)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
DECREASED
Shares1,864 from 2,030
Change-166 (-8%)
Value$953.2K (-$514.5K)
Filed 2026-10-23
Telos Capital Management, Inc.
INCREASED
Shares1,855 from 1,745
Change+110 (+6%)
Value$948.6K (-$313.0K)
Filed 2026-11-02
Nemes Rush Group LLC
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$947.2K (-$392.0K)
Filed 2026-11-04
Beacon Bank & Trust
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$946.1K (-$391.5K)
Filed 2026-10-27
Thrive Wealth Management, LLC
INCREASED
Shares1,842 from 1,804
Change+38 (+2%)
Value$942.1K (-$362.0K)
Filed 2026-10-13
Trust Co of Kansas
UNCHANGED
Shares1,827 from 1,827
Change0 (0%)
Value$934.0K (-$387.0K)
Filed 2026-11-06
Forum Financial Management, LP
DECREASED
Shares1,814 from 2,789
Change-975 (-35%)
Value$927.3K (-$1.1M)
Filed 2026-10-16
Vaughan David Investments LLC
DECREASED
Shares1,805 from 2,305
Change-500 (-22%)
Value$923.0K (-$743.0K)
Filed 2026-11-05
Mraz, Amerine & Associates, Inc.
DECREASED
Shares1,803 from 2,055
Change-252 (-12%)
Value$922.0K (-$563.7K)
Filed 2026-10-30
Amitell Capital Pte Ltd
NEW
Shares1,800
Change+1,800
Value$920.5K
Filed 2026-11-02
Center For Asset Management LLC
INCREASED
Shares1,794 from 1,375
Change+419 (+30%)
Value$917.6K (-$76.7K)
Filed 2026-10-16
Sunburst Financial Group, LLC
INCREASED
Shares1,793 from 1,581
Change+212 (+13%)
Value$917.0K (-$225.9K)
Filed 2026-10-09
Ridgewood Investments LLC
UNCHANGED
Shares1,791 from 1,791
Change0 (0%)
Value$915.9K (-$379.0K)
Filed 2026-10-05
Clarity Wealth Advisors, LLC
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$915.4K (-$378.8K)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
DECREASED
Shares1,788 from 1,810
Change-22 (-1%)
Value$914.3K (-$394.3K)
Filed 2026-10-21
Balboa Wealth Partners
DECREASED
Shares1,784 from 2,279
Change-495 (-22%)
Value$912.5K (-$735.5K)
Filed 2026-10-20
Clay Northam Wealth Management, LLC
DECREASED
Shares1,784 from 1,959
Change-175 (-9%)
Value$912.3K (-$504.1K)
Filed 2026-10-13
Capital Advantage, Inc.
DECREASED
Shares1,768 from 2,350
Change-582 (-25%)
Value$904.0K (-$794.9K)
Filed 2026-10-14
Tritonpoint Wealth, LLC
INCREASED
Shares1,757 from 1,699
Change+58 (+3%)
Value$898.5K (-$329.9K)
Filed 2026-10-19
Douglas Lane & Associates, LLC
DECREASED
Shares1,744 from 1,820
Change-76 (-4%)
Value$891.8K (-$424.0K)
Filed 2026-10-09
Ellis Investment Partners, LLC
INCREASED
Shares1,744 from 1,739
Change+5 (+0%)
Value$892.3K (-$365.3K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
INCREASED
Shares1,740 from 1,560
Change+180 (+12%)
Value$889.8K (-$238.1K)
Filed 2026-10-29
LeConte Wealth Management, LLC
INCREASED
Shares1,733 from 1,564
Change+169 (+11%)
Value$886.0K (-$244.5K)
Filed 2026-10-20
Sheets Smith Wealth Management
INCREASED
Shares1,731 from 1,730
Change+1 (+0%)
Value$885.0K (-$366.0K)
Filed 2026-10-16
Symmetry Partners, LLC
INCREASED
Shares1,730 from 1,197
Change+533 (+45%)
Value$884.7K (+$19.3K)
Filed 2026-10-27
Natural Investments, LLC
INCREASED
Shares1,723 from 1,602
Change+121 (+8%)
Value$881.3K (-$276.7K)
Filed 2026-11-06
Lyell Wealth Management, LP
INCREASED
Shares1,722 from 1,669
Change+53 (+3%)
Value$880.7K (-$326.1K)
Filed 2026-10-30
Quantum Financial Advisors, LLC
INCREASED
Shares1,717 from 1,692
Change+25 (+1%)
Value$878.0K (-$345.3K)
Filed 2026-11-03
D.B. Root & Company, LLC
INCREASED
Shares1,713 from 1,358
Change+355 (+26%)
Value$876.0K (-$105.8K)
Filed 2026-11-04
EdgeRock Capital LLC
INCREASED
Shares1,712 from 1,638
Change+74 (+5%)
Value$875.5K (-$308.8K)
Filed 2026-11-03
Studio Investment Management LLC
DECREASED
Shares1,711 from 2,016
Change-305 (-15%)
Value$875.0K (-$582.6K)
Filed 2026-10-22
Ariadne Wealth Management, LP
INCREASED
Shares1,711 from 1,697
Change+14 (+1%)
Value$875.0K (-$352.0K)
Filed 2026-11-06
Southland Equity Partners LLC
DECREASED
Shares1,704 from 1,717
Change-13 (-1%)
Value$871.5K (-$369.8K)
Filed 2026-10-14
Soundwatch Capital LLC
UNCHANGED
Shares1,703 from 1,703
Change0 (0%)
Value$919.7K (-$311.6K)
Filed 2026-11-04
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares1,700
Change+1,700
Value$869.3K
Filed 2026-11-04
Independence Wealth Advisors, LLC
DECREASED
Shares1,699 from 1,970
Change-271 (-14%)
Value$868.9K (-$555.5K)
Filed 2026-10-29
BIP Wealth, LLC
DECREASED
Shares1,697 from 1,739
Change-42 (-2%)
Value$867.6K (-$389.7K)
Filed 2026-10-22
Sage Rhino Capital LLC
DECREASED
Shares1,694 from 1,706
Change-12 (-1%)
Value$866.3K (-$367.2K)
Filed 2026-10-28
Peoples Bank
DECREASED
Shares1,693 from 1,818
Change-125 (-7%)
Value$865.8K (-$448.6K)
Filed 2026-10-26
BankChampaign, National Association
INCREASED
Shares1,690 from 1,613
Change+77 (+5%)
Value$864.2K (-$302.0K)
Filed 2026-10-19
J.Safra Asset Management Corp
DECREASED
Shares1,689 from 3,015
Change-1,326 (-44%)
Value$863.9K (-$1.3M)
Filed 2026-11-03
Waterway Wealth Management, LLC
INCREASED
Shares1,687 from 1,584
Change+103 (+7%)
Value$862.8K (-$282.4K)
Filed 2026-10-28
TSG Advice Partners, LLC
NEW
Shares1,685
Change+1,685
Value$1.2M
Filed 2026-10-29
First Heartland Consultants, Inc.
DECREASED
Shares1,684 from 1,849
Change-165 (-9%)
Value$861.1K (-$475.6K)
Filed 2026-10-08
BAM Wealth Management, LLC
INCREASED
Shares1,682 from 1,497
Change+185 (+12%)
Value$860.1K (-$222.2K)
Filed 2026-10-15
First Pacific Financial
INCREASED
Shares1,681 from 1,679
Change+2 (+0%)
Value$859.8K (-$354.4K)
Filed 2026-10-14
State of Wyoming
INCREASED
Shares1,680 from 864
Change+816 (+94%)
Value$859.1K (+$234.4K)
Filed 2026-10-28
ProCore Advisors, LLC
DECREASED
Shares1,676 from 1,778
Change-102 (-6%)
Value$857.1K (-$428.4K)
Filed 2026-10-14
Arrow Financial Corp
DECREASED
Shares1,674 from 1,685
Change-11 (-1%)
Value$856.1K (-$362.2K)
Filed 2026-10-26
Whalen Wealth Management Inc.
INCREASED
Shares1,671 from 1,657
Change+14 (+1%)
Value$854.5K (-$343.4K)
Filed 2026-10-08
Graetz Wealth LLC
INCREASED
Shares1,667 from 1,665
Change+2 (+0%)
Value$852.6K (-$351.4K)
Filed 2026-10-27
NBH Bank
INCREASED
Shares1,666 from 1,652
Change+14 (+1%)
Value$852.0K (-$342.4K)
Filed 2026-11-05
BCS Wealth Management
DECREASED
Shares1,662 from 1,743
Change-81 (-5%)
Value$850.0K (-$410.1K)
Filed 2026-11-03
Moller Wealth Partners
UNCHANGED
Shares1,647 from 1,647
Change0 (0%)
Value$842.2K (-$348.5K)
Filed 2026-10-15
Planned Solutions, Inc.
UNCHANGED
Shares1,647 from 1,647
Change0 (0%)
Value$842.2K (-$348.5K)
Filed 2026-10-19
TrueMark Investments, LLC
DECREASED
Shares1,645 from 1,671
Change-26 (-2%)
Value$841.2K (-$366.9K)
Filed 2026-11-05
Q Fund Management (Hong Kong) Ltd
DECREASED
Shares1,640 from 8,400
Change-6,760 (-80%)
Value$838.7K (-$5.2M)
Filed 2026-10-14
Warwick Investment Management, Inc.
INCREASED
Shares1,636 from 1,572
Change+64 (+4%)
Value$836.6K (-$299.9K)
Filed 2026-10-19
Cedar Mountain Advisors, LLC
DECREASED
Shares1,635 from 1,639
Change-4 (0%)
Value$836.1K (-$349.0K)
Filed 2026-10-15
Ejmk Ventures LLC
DECREASED
Shares1,634 from 2,196
Change-562 (-26%)
Value$835.6K (-$752.1K)
Filed 2026-10-21
Five Oceans Advisors
DECREASED
Shares1,634 from 1,755
Change-121 (-7%)
Value$835.6K (-$433.3K)
Filed 2026-10-22
Orca Wealth Management, LLC
INCREASED
Shares1,633 from 1,618
Change+15 (+1%)
Value$835.1K (-$334.5K)
Filed 2026-10-14
Ninety One UK Ltd
INCREASED
Shares1,628 from 159
Change+1,469 (+924%)
Value$832.5K (+$717.6K)
Filed 2026-10-15
Bernicke Wealth Management, Ltd.
NEW
Shares1,624
Change+1,624
Value$830.3K
Filed 2026-11-06
Camden National Bank
DECREASED
Shares1,624 from 1,928
Change-304 (-16%)
Value$830.5K (-$563.5K)
Filed 2026-11-02
Sunpointe, LLC
DECREASED
Shares1,609 from 3,554
Change-1,945 (-55%)
Value$823.0K (-$1.7M)
Filed 2026-10-22
Biltmore Family Office, LLC
INCREASED
Shares1,609 from 1,577
Change+32 (+2%)
Value$822.8K (-$317.4K)
Filed 2026-11-03
Bison Wealth, LLC
INCREASED
Shares1,605 from 1,510
Change+95 (+6%)
Value$798.5K (-$96.5K)
Filed 2026-10-13
R. W. Roge & Company, Inc.
INCREASED
Shares1,603 from 1,602
Change+1 (+0%)
Value$820.0K (-$338.0K)
Filed 2026-11-04
Elco Management Co., LLC
DECREASED
Shares1,600 from 1,732
Change-132 (-8%)
Value$818.2K (-$433.7K)
Filed 2026-10-14
Payden & Rygel
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$818.0K (-$339.0K)
Filed 2026-10-28
Heritage Family Offices, LLP
INCREASED
Shares1,599 from 1,496
Change+103 (+7%)
Value$817.7K (-$263.9K)
Filed 2026-11-02
Third View Private Wealth, LLC
INCREASED
Shares1,597 from 1,524
Change+73 (+5%)
Value$816.7K (-$285.2K)
Filed 2026-10-30
Oarsman Capital, Inc.
DECREASED
Shares1,595 from 1,614
Change-19 (-1%)
Value$815.7K (-$351.3K)
Filed 2026-11-05
Legacy Trust
INCREASED
Shares1,594 from 1,543
Change+51 (+3%)
Value$621.8K (-$493.8K)
Filed 2026-11-06
Quantum Private Wealth, LLC
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$811.0K (-$335.6K)
Filed 2026-10-20
Integris Wealth Management, LLC
DECREASED
Shares1,585 from 1,610
Change-25 (-2%)
Value$810.5K (-$353.5K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
DECREASED
Shares1,584 from 1,585
Change-1 (0%)
Value$810.1K (-$335.9K)
Filed 2026-10-20
Fjell Capital, LLC
INCREASED
Shares1,582 from 1,117
Change+465 (+42%)
Value$809.0K (+$1.4K)
Filed 2026-10-13
Piedmont Capital Management, LLC
UNCHANGED
Shares1,578 from 1,578
Change0 (0%)
Value$807.0K (-$333.9K)
Filed 2026-10-21
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$806.4K (-$333.7K)
Filed 2026-10-29
Lecap Asset Management LTD
NEW
Shares1,571
Change+1,571
Value$803.4K
Filed 2026-10-27
StoryOne LLC
INCREASED
Shares1,568 from 779
Change+789 (+101%)
Value$801.8K (+$238.6K)
Filed 2026-10-13
Washington Trust Co
DECREASED
Shares1,565 from 1,642
Change-77 (-5%)
Value$800.3K (-$386.9K)
Filed 2026-10-22
Chapin Davis, Inc.
INCREASED
Shares1,565 from 1,564
Change+1 (+0%)
Value$800.3K (-$330.5K)
Filed 2026-10-09
Centurion Wealth Management LLC
DECREASED
Shares1,559 from 1,809
Change-250 (-14%)
Value$797.5K (-$510.6K)
Filed 2026-10-13
Financial Insights, Inc.
INCREASED
Shares1,548 from 1,536
Change+12 (+1%)
Value$791.6K (-$318.9K)
Filed 2026-10-27
Machina Capital S.A.S.
NEW
Shares1,543
Change+1,543
Value$789.1K
Filed 2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares1,541 from 1,841
Change-300 (-16%)
Value$788.0K (-$543.0K)
Filed 2026-11-03
Syverson Strege & Co
DECREASED
Shares1,538 from 1,542
Change-4 (0%)
Value$786.5K (-$328.4K)
Filed 2026-11-02
Private Advisory Group LLC
DECREASED
Shares1,531 from 6,802
Change-5,271 (-77%)
Value$782.9K (-$4.1M)
Filed 2026-11-06
Breakwater Capital Group
DECREASED
Shares1,531 from 1,563
Change-32 (-2%)
Value$782.9K (-$347.1K)
Filed 2026-10-09
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$782.4K (-$323.8K)
Filed 2026-11-03
West Wealth Group, LLC
INCREASED
Shares1,528 from 1,490
Change+38 (+3%)
Value$781.2K (-$296.7K)
Filed 2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares1,527 from 1,762
Change-235 (-13%)
Value$780.9K (-$493.0K)
Filed 2026-10-23
Collaborative Fund Advisors, LLC
DECREASED
Shares1,524 from 2,356
Change-832 (-35%)
Value$779.3K (-$924.0K)
Filed 2026-11-02
Bank Pictet & Cie (Europe) AG
INCREASED
Shares1,516 from 1,433
Change+83 (+6%)
Value$772.2K (-$259.7K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED
Shares1,514 from 1,573
Change-59 (-4%)
Value$774.2K (-$363.0K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
INCREASED
Shares1,513 from 1,045
Change+468 (+45%)
Value$773.5K (+$18.3K)
Filed 2026-10-13
Werba Rubin Papier Wealth Management
INCREASED
Shares1,510 from 1,480
Change+30 (+2%)
Value$772.2K (-$297.8K)
Filed 2026-11-06
TFC Financial Management, Inc.
INCREASED
Shares1,507 from 1,147
Change+360 (+31%)
Value$770.7K (-$58.6K)
Filed 2026-10-26
Convergence Financial, LLC
DECREASED
Shares1,507 from 1,710
Change-203 (-12%)
Value$770.7K (-$465.6K)
Filed 2026-10-27
Home Federal Bank of Tennessee
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$767.1K (-$317.4K)
Filed 2026-10-15
Alliance Wealth Advisors, LLC
INCREASED
Shares1,490 from 717
Change+773 (+108%)
Value$762.0K (+$243.6K)
Filed 2026-10-28
Farmers & Merchants Investments Inc
INCREASED
Shares1,490 from 1,485
Change+5 (+0%)
Value$762.0K (-$311.7K)
Filed 2026-10-22
Capital Advisors Wealth Management, LLC
DECREASED
Shares1,486 from 1,493
Change-7 (0%)
Value$760.0K (-$319.5K)
Filed 2026-10-09
Allen Investment Management, LLC
UNCHANGED
Shares1,483 from 1,483
Change0 (0%)
Value$758.4K (-$313.8K)
Filed 2026-11-03
Investment Advisory Services Inc
INCREASED
Shares1,478 from 1,069
Change+409 (+38%)
Value$756.0K (-$16.7K)
Filed 2026-10-27
Almanack Investment Partners, Llc.
INCREASED
Shares1,477 from 1,224
Change+253 (+21%)
Value$755.1K (-$130.2K)
Filed 2026-11-03
Braun-Bostich & Associates Inc.
DECREASED
Shares1,469 from 1,484
Change-15 (-1%)
Value$751.2K (-$321.7K)
Filed 2026-10-20
Mainstream Capital Management LLC
DECREASED
Shares1,464 from 1,468
Change-4 (0%)
Value$748.7K (-$312.7K)
Filed 2026-10-23
XXI Wealth, LLC
INCREASED
Shares1,460 from 1,234
Change+226 (+18%)
Value$746.6K (-$145.6K)
Filed 2026-10-22
Stockman Wealth Management, Inc.
DECREASED
Shares1,458 from 1,459
Change-1 (0%)
Value$745.6K (-$309.3K)
Filed 2026-10-27
Balefire, LLC
DECREASED
Shares1,453 from 1,586
Change-133 (-8%)
Value$743.0K (-$403.6K)
Filed 2026-10-09
Towerpoint Wealth, LLC
DECREASED
Shares1,453 from 1,455
Change-2 (0%)
Value$743.1K (-$309.0K)
Filed 2026-10-13
Professional Financial Advisors, LLC
INCREASED
Shares1,445 from 1,443
Change+2 (+0%)
Value$739.0K (-$304.6K)
Filed 2026-10-13
Builder Investment Group Inc
DECREASED
Shares1,440 from 1,550
Change-110 (-7%)
Value$736.4K (-$384.3K)
Filed 2026-10-22
Private Wealth Management Group, LLC
INCREASED
Shares1,436 from 1,234
Change+202 (+16%)
Value$734.3K (-$157.8K)
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED
Shares1,436 from 1,460
Change-24 (-2%)
Value$734.3K (-$321.2K)
Filed 2026-10-20
Milestone Asset Management Group, LLC
INCREASED
Shares1,433 from 1,233
Change+200 (+16%)
Value$732.7K (-$158.6K)
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
DECREASED
Shares1,427 from 1,434
Change-7 (0%)
Value$729.9K (-$307.1K)
Filed 2026-11-02
55 North Private Wealth, LLC
INCREASED
Shares1,426 from 1,283
Change+143 (+11%)
Value$729.2K (-$198.4K)
Filed 2026-10-20
BetterWealth, LLC
UNCHANGED
Shares1,423 from 1,423
Change0 (0%)
Value$727.8K (-$301.2K)
Filed 2026-10-15
Hohimer Wealth Management, LLC
DECREASED
Shares1,422 from 1,718
Change-296 (-17%)
Value$727.1K (-$515.1K)
Filed 2026-11-04
FAI Advisors, Inc.
DECREASED
Shares1,414 from 1,420
Change-6 (0%)
Value$723.1K (-$303.6K)
Filed 2026-10-27
Traveka Wealth, LLC
DECREASED
Shares1,413 from 1,436
Change-23 (-2%)
Value$722.4K (-$315.5K)
Filed 2026-10-19
Wealth Science Advisors LLC
DECREASED
Shares1,412 from 2,049
Change-637 (-31%)
Value$722.1K (-$759.4K)
Filed 2026-10-09
Equitable Trust Co
DECREASED
Shares1,411 from 1,424
Change-13 (-1%)
Value$721.6K (-$308.0K)
Filed 2026-10-13
Prota Financial, LLC
DECREASED
Shares1,410 from 1,517
Change-107 (-7%)
Value$746.3K (-$241.1K)
Filed 2026-10-08
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$715.9K (-$296.3K)
Filed 2026-11-04
Stirlingshire Investments, Inc.
INCREASED
Shares1,398 from 1,132
Change+266 (+24%)
Value$714.9K (-$103.2K)
Filed 2026-11-05
Reston Wealth Management LLC
DECREASED
Shares1,398 from 1,402
Change-4 (0%)
Value$715.0K (-$298.3K)
Filed 2026-10-29
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares1,389 from 1,321
Change+68 (+5%)
Value$710.3K (-$244.4K)
Filed 2026-10-15
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares1,383 from 865
Change+518 (+60%)
Value$707.2K (+$81.8K)
Filed 2026-11-02
MTM Investment Management, LLC
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$707.2K (-$292.7K)
Filed 2026-10-30
Salem Investment Counselors Inc
INCREASED
Shares1,381 from 1,157
Change+224 (+19%)
Value$706.2K (-$130.3K)
Filed 2026-10-13
Abacus Planning Group, Inc.
INCREASED
Shares1,369 from 1,265
Change+104 (+8%)
Value$700.3K (-$214.6K)
Filed 2026-11-02
Worth Asset Management, LLC
DECREASED
Shares1,368 from 1,642
Change-274 (-17%)
Value$699.5K (-$488.0K)
Filed 2026-10-07
Precedent Wealth Partners, LLC
INCREASED
Shares1,366 from 1,288
Change+78 (+6%)
Value$698.3K (-$232.9K)
Filed 2026-10-21
Beacon Financial Advisory LLC
INCREASED
Shares1,348 from 1,267
Change+81 (+6%)
Value$689.1K (-$227.0K)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares1,346 from 1,499
Change-153 (-10%)
Value$688.3K (-$395.6K)
Filed 2026-11-04
Mccarter Private Wealth Services LLC
DECREASED
Shares1,344 from 2,231
Change-887 (-40%)
Value$687.3K (-$925.7K)
Filed 2026-10-22
Elevated Capital Advisors, LLC
DECREASED
Shares1,326 from 2,615
Change-1,289 (-49%)
Value$677.8K (-$1.2M)
Filed 2026-11-04
Wolff Financial Management LLC
DECREASED
Shares1,325 from 1,965
Change-640 (-33%)
Value$677.6K (-$743.1K)
Filed 2026-10-23
Mosley Wealth Management
INCREASED
Shares1,321 from 1,230
Change+91 (+7%)
Value$567.9K (-$321.4K)
Filed 2026-10-16
Independent Wealth Network Inc.
DECREASED
Shares1,320 from 1,343
Change-23 (-2%)
Value$675.2K (-$295.4K)
Filed 2026-10-19
Evolution Wealth Advisors, LLC
INCREASED
Shares1,316 from 1,241
Change+75 (+6%)
Value$673.0K (-$224.3K)
Filed 2026-11-03
Northwest Wealth Management, LLC
INCREASED
Shares1,314 from 1,298
Change+16 (+1%)
Value$672.0K (-$266.5K)
Filed 2026-10-30
Horst & Graben Wealth Management LLC
INCREASED
Shares1,313 from 1,312
Change+1 (+0%)
Value$671.2K (-$182.5K)
Filed 2026-11-02
KG Capital Management
INCREASED
Shares1,307 from 1,279
Change+28 (+2%)
Value$668.4K (-$256.4K)
Filed 2026-10-15
May Hill Capital, LLC
INCREASED
Shares1,300 from 1,294
Change+6 (+0%)
Value$665.0K (-$270.7K)
Filed 2026-11-03
Three Seasons Wealth, LLC
DECREASED
Shares1,298 from 2,093
Change-795 (-38%)
Value$663.8K (-$849.5K)
Filed 2026-11-03
Godsey & Gibb, Inc
INCREASED
Shares1,296 from 1,265
Change+31 (+2%)
Value$662.7K (-$251.8K)
Filed 2026-10-14
Tactive Advisors, LLC
DECREASED
Shares1,294 from 1,903
Change-609 (-32%)
Value$661.7K (-$714.1K)
Filed 2026-10-08
Narus Financial Partners, LLC
DECREASED
Shares1,293 from 1,536
Change-243 (-16%)
Value$661.2K (-$449.3K)
Filed 2026-10-19
jvl associates llc
DECREASED
Shares1,293 from 1,296
Change-3 (0%)
Value$661.2K (-$275.8K)
Filed 2026-10-09
JGP Wealth Management, LLC
DECREASED
Shares1,287 from 2,035
Change-748 (-37%)
Value$658.1K (-$813.2K)
Filed 2026-10-13
New Covenant Trust Company, N.A.
INCREASED
Shares1,287 from 1,169
Change+118 (+10%)
Value$658.1K (-$187.0K)
Filed 2026-10-08
Uniting Wealth Partners, LLC
INCREASED
Shares1,286 from 1,197
Change+89 (+7%)
Value$657.6K (-$207.8K)
Filed 2026-11-06
Slow Capital, Inc.
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$653.5K (-$270.5K)
Filed 2026-10-23
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,275 from 359
Change+916 (+255%)
Value$651.8K (+$391.9K)
Filed 2026-11-02
Smith Thornton Advisors LLC
INCREASED
Shares1,273 from 1,241
Change+32 (+3%)
Value$651.1K (-$63.1K)
Filed 2026-10-16
Archvest Wealth Advisors, Inc.
INCREASED
Shares1,272 from 1,233
Change+39 (+3%)
Value$650.6K (-$240.6K)
Filed 2026-10-29
Unify Financial Advisors
INCREASED
Shares1,270 from 623
Change+647 (+104%)
Value$649.4K (+$199.0K)
Filed 2026-11-03
Manchester Capital Management LLC
DECREASED
Shares1,259 from 1,645
Change-386 (-23%)
Value$643.8K (-$545.5K)
Filed 2026-10-22
Powell Investment Advisors, LLC
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$642.3K (-$265.8K)
Filed 2026-10-22
Braeburn Wealth Management LLC
INCREASED
Shares1,252 from 289
Change+963 (+333%)
Value$640.3K (+$431.2K)
Filed 2026-10-15
Certified Advisory Corp
INCREASED
Shares1,243 from 1,240
Change+3 (+0%)
Value$635.5K (-$261.0K)
Filed 2026-10-29
Tctc Holdings, LLC
INCREASED
Shares1,238 from 1,095
Change+143 (+13%)
Value$633.1K (-$158.6K)
Filed 2026-11-02
Asset Dedication, LLC
DECREASED
Shares1,237 from 1,276
Change-39 (-3%)
Value$632.6K (-$290.0K)
Filed 2026-11-03
TCI Wealth Advisors, Inc.
INCREASED
Shares1,235 from 1,224
Change+11 (+1%)
Value$631.6K (-$253.4K)
Filed 2026-10-30
Nicholas Hoffman & Company, Llc.
INCREASED
Shares1,231 from 999
Change+232 (+23%)
Value$629.6K (-$92.7K)
Filed 2026-10-30
One Day In July LLC
INCREASED
Shares1,230 from 1,194
Change+36 (+3%)
Value$629.0K (-$234.3K)
Filed 2026-10-30
Arta Finance Wealth Management LLC
INCREASED
Shares1,219 from 1,104
Change+115 (+10%)
Value$623.4K (-$174.8K)
Filed 2026-10-28
Regatta Capital Group, LLC
INCREASED
Shares1,219 from 1,116
Change+103 (+9%)
Value$623.5K (-$183.4K)
Filed 2026-10-23
Baker Tilly Wealth Management, LLC
INCREASED
Shares1,211 from 733
Change+478 (+65%)
Value$619.2K (+$89.1K)
Filed 2026-10-05
Outlook Wealth Advisors, LLC
DECREASED
Shares1,206 from 1,216
Change-10 (-1%)
Value$616.6K (-$262.8K)
Filed 2026-10-28
Mcdonald Partners LLC
UNCHANGED
Shares1,205 from 1,205
Change0 (0%)
Value$616.2K (-$255.0K)
Filed 2026-11-03
Retirement Planning Group, LLC
DECREASED
Shares1,203 from 1,205
Change-2 (0%)
Value$615.1K (-$256.0K)
Filed 2026-10-19
Creative Capital Management Investments LLC
INCREASED
Shares1,200 from 1,151
Change+49 (+4%)
Value$613.7K (-$218.5K)
Filed 2026-10-28
Stone Summit Wealth LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$613.7K (-$253.9K)
Filed 2026-10-14
Parthenon LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$613.7K (-$253.9K)
Filed 2026-10-22
Warren Street Wealth Advisors, LLC
INCREASED
Shares1,199 from 1,079
Change+120 (+11%)
Value$613.2K (-$167.0K)
Filed 2026-11-04
Optimist Retirement Group LLC
UNCHANGED
Shares1,199 from 1,199
Change0 (0%)
Value$613.1K (-$253.7K)
Filed 2026-10-30
First Business Financial Services, Inc.
UNCHANGED
Shares1,197 from 1,197
Change0 (0%)
Value$612.1K (-$253.3K)
Filed 2026-10-29
Rossmore Private Capital
UNCHANGED
Shares1,194 from 1,194
Change0 (0%)
Value$610.7K (-$252.7K)
Filed 2026-10-27
Renaissance Investment Group LLC
INCREASED
Shares1,187 from 1,183
Change+4 (+0%)
Value$607.0K (-$248.3K)
Filed 2026-10-28
Trinity Wealth Management, LLC
NEW
Shares1,184
Change+1,184
Value$605.5K
Filed 2026-10-13
HBW Advisory Services LLC
INCREASED
Shares1,184 from 809
Change+375 (+46%)
Value$605.4K (+$20.2K)
Filed 2026-10-15
Berman McAleer LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$604.8K (-$250.3K)
Filed 2026-10-16
First Command Advisory Services, Inc.
DECREASED
Shares1,182 from 1,377
Change-195 (-14%)
Value$604.5K (-$391.1K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,182 from 1,182
Change0 (0%)
Value$604.5K (-$250.1K)
Filed 2026-10-16
L. Roy Papp & Associates, LLP
DECREASED
Shares1,175 from 1,255
Change-80 (-6%)
Value$600.9K (-$306.5K)
Filed 2026-10-21
First City Capital Management, Inc.
DECREASED
Shares1,170 from 1,305
Change-135 (-10%)
Value$598.3K (-$345.2K)
Filed 2026-10-27
William John Sempolinski
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$597.3K (-$247.2K)
Filed 2026-10-20
Rose Capital Advisors LLC
NEW
Shares1,164
Change+1,164
Value$595.8K
Filed 2026-11-04
Correct Capital Wealth Management
INCREASED
Shares1,162 from 1,000
Change+162 (+16%)
Value$594.2K (-$128.8K)
Filed 2026-11-02
Southern Michigan Bank & Trust
INCREASED
Shares1,160 from 1,146
Change+14 (+1%)
Value$593.2K (-$235.4K)
Filed 2026-10-19
Founders Grove Wealth Partners, LLC
INCREASED
Shares1,157 from 687
Change+470 (+68%)
Value$591.7K (+$95.0K)
Filed 2026-10-16
Verde Capital Management
DECREASED
Shares1,157 from 1,169
Change-12 (-1%)
Value$592.2K (-$253.5K)
Filed 2026-10-28
Code Waechter LLC
DECREASED
Shares1,152 from 1,178
Change-26 (-2%)
Value$589.3K (-$262.4K)
Filed 2026-10-23
Berbice Capital Management LLC
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$583.0K (-$241.2K)
Filed 2026-10-13
Myriad Asset Management US LP
INCREASED
Shares1,135 from 925
Change+210 (+23%)
Value$580.0K (-$89.0K)
Filed 2026-11-03
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$579.9K (-$240.0K)
Filed 2026-11-05
McCarthy Asset Management, Inc.
DECREASED
Shares1,125 from 1,149
Change-24 (-2%)
Value$575.1K (-$255.3K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,122 from 935
Change+187 (+20%)
Value$573.8K (-$102.2K)
Filed 2026-11-02
LJI Wealth Management, LLC
INCREASED
Shares1,121 from 1,005
Change+116 (+12%)
Value$573.3K (-$153.4K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares1,114 from 971
Change+143 (+15%)
Value$569.7K (-$132.5K)
Filed 2026-11-05
Fulcrum Equity Management
DECREASED
Shares1,114 from 1,201
Change-87 (-7%)
Value$569.7K (-$298.6K)
Filed 2026-10-21
Jacobsen Capital Management
DECREASED
Shares1,108 from 1,282
Change-174 (-14%)
Value$566.6K (-$360.3K)
Filed 2026-10-27
LexAurum Advisors, LLC
DECREASED
Shares1,102 from 1,104
Change-2 (0%)
Value$563.6K (-$234.7K)
Filed 2026-10-19
Sculati Wealth Management, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$547.3K (-$35.3K)
Filed 2026-10-19
Landaas & Co
INCREASED
Shares1,097 from 1,071
Change+26 (+2%)
Value$561.1K (-$213.2K)
Filed 2026-10-29
Lazari Capital Management, Inc.
DECREASED
Shares1,094 from 1,095
Change-1 (0%)
Value$559.5K (-$232.2K)
Filed 2026-10-20
Private Management Group Inc
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$559.5K (-$231.5K)
Filed 2026-11-04
Beese Fulmer Investment Management, Inc.
INCREASED
Shares1,093 from 1,064
Change+29 (+3%)
Value$559.1K (-$210.3K)
Filed 2026-10-23
Brown Miller Wealth Management, LLC
DECREASED
Shares1,092 from 1,096
Change-4 (0%)
Value$558.5K (-$234.0K)
Filed 2026-11-02
Altus Wealth Group LLC
DECREASED
Shares1,088 from 1,153
Change-65 (-6%)
Value$556.4K (-$277.2K)
Filed 2026-10-20
Prentice Wealth Management LLC
INCREASED
Shares1,087 from 911
Change+176 (+19%)
Value$555.9K (-$102.8K)
Filed 2026-10-20
Owl Creek Wealth Partners LLC
DECREASED
Shares1,086 from 1,184
Change-98 (-8%)
Value$555.4K (-$300.7K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
INCREASED
Shares1,084 from 1,072
Change+12 (+1%)
Value$554.3K (-$220.7K)
Filed 2026-10-14
Values Added Financial LLC
DECREASED
Shares1,084 from 1,088
Change-4 (0%)
Value$554.3K (-$232.3K)
Filed 2026-10-28
Murphy Pohlad Asset Management LLC
DECREASED
Shares1,078 from 1,178
Change-100 (-8%)
Value$551.3K (-$300.4K)
Filed 2026-10-22
Investment Partners, Ltd.
INCREASED
Shares1,074 from 589
Change+485 (+82%)
Value$549.1K (+$123.0K)
Filed 2026-10-29
Dixon Fnancial Services, Inc.
DECREASED
Shares1,062 from 1,243
Change-181 (-15%)
Value$543.1K (-$355.6K)
Filed 2026-10-23
First County Bank
INCREASED
Shares1,061 from 692
Change+369 (+53%)
Value$542.6K (+$42.3K)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$542.1K (-$224.3K)
Filed 2026-10-29
Beaumont Financial Advisors, LLC
DECREASED
Shares1,059 from 1,065
Change-6 (-1%)
Value$541.7K (-$228.4K)
Filed 2026-10-22
Crusonia Wealth Advisors LLC
DECREASED
Shares1,058 from 1,102
Change-44 (-4%)
Value$541.2K (-$255.8K)
Filed 2026-10-26
Brandywine OAK Private Wealth LLC
DECREASED
Shares1,058 from 1,062
Change-4 (0%)
Value$541.0K (-$226.8K)
Filed 2026-10-23
Garrett Wealth Advisory Group, LLC
INCREASED
Shares1,057 from 980
Change+77 (+8%)
Value$540.5K (-$168.0K)
Filed 2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares1,056 from 1,068
Change-12 (-1%)
Value$539.8K (-$232.4K)
Filed 2026-10-28
Founders Financial Securities LLC
INCREASED
Shares1,053 from 675
Change+378 (+56%)
Value$538.5K (+$50.2K)
Filed 2026-10-28
High Net Worth Advisory Group LLC
UNCHANGED
Shares1,051 from 1,051
Change0 (0%)
Value$537.5K (-$222.4K)
Filed 2026-10-26
Investment House LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$536.9K (-$222.2K)
Filed 2026-10-21
Unique Wealth, LLC
DECREASED
Shares1,047 from 1,237
Change-190 (-15%)
Value$535.4K (-$358.9K)
Filed 2026-10-16
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares1,047 from 1,052
Change-5 (0%)
Value$535.4K (-$225.2K)
Filed 2026-10-22
Smart Wealth LLC
NEW
Shares1,039
Change+1,039
Value$531.3K
Filed 2026-11-04
First Horizon Corp
DECREASED
Shares1,039 from 1,070
Change-31 (-3%)
Value$531.3K (-$242.3K)
Filed 2026-10-26
RW Investment Management LLC
DECREASED
Shares1,035 from 1,170
Change-135 (-12%)
Value$529.3K (-$316.6K)
Filed 2026-11-03
Commons Capital, LLC
INCREASED
Shares1,034 from 1,033
Change+1 (+0%)
Value$529.0K (-$218.1K)
Filed 2026-11-05
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$525.7K (-$217.5K)
Filed 2026-10-09
Alhambra Investment Management LLC
DECREASED
Shares1,021 from 1,142
Change-121 (-11%)
Value$522.1K (-$303.5K)
Filed 2026-10-15
Stonebridge Financial Group, LLC
INCREASED
Shares1,020 from 1,003
Change+17 (+2%)
Value$521.6K (-$203.6K)
Filed 2026-10-01
General Partner, Inc.
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$521.6K (-$215.9K)
Filed 2026-10-05
BXM Wealth LLC
INCREASED
Shares1,019 from 789
Change+230 (+29%)
Value$521.0K (-$49.3K)
Filed 2026-11-03
Avaii Wealth Management, LLC
DECREASED
Shares1,019 from 1,070
Change-51 (-5%)
Value$550.3K (-$223.1K)
Filed 2026-10-09
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$521.1K (-$215.6K)
Filed 2026-11-02
Financial Management Professionals, Inc.
DECREASED
Shares1,010 from 1,040
Change-30 (-3%)
Value$516.5K (-$235.5K)
Filed 2026-10-23
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares1,008 from 989
Change+19 (+2%)
Value$515.5K (-$199.6K)
Filed 2026-10-15
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$515.5K (-$213.3K)
Filed 2026-11-03
TSA Wealth Managment LLC
DECREASED
Shares1,007 from 1,013
Change-6 (-1%)
Value$515.0K (-$217.4K)
Filed 2026-10-22
Trust Co of the South
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$515.0K (-$213.1K)
Filed 2026-10-21
Pines Wealth Management, LLC
INCREASED
Shares1,003 from 749
Change+254 (+34%)
Value$512.9K (-$28.6K)
Filed 2026-10-21
Three Magnolias Financial Advisors, LLC
DECREASED
Shares1,000 from 2,000
Change-1,000 (-50%)
Value$511.4K (-$934.6K)
Filed 2026-10-14
Jmac Enterprises LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$511.4K (-$211.6K)
Filed 2026-10-30
Secure Asset Management, LLC
INCREASED
Shares999 from 977
Change+22 (+2%)
Value$510.8K (-$195.6K)
Filed 2026-10-19
Howard Financial Services, Ltd.
INCREASED
Shares997 from 804
Change+193 (+24%)
Value$509.7K (-$71.9K)
Filed 2026-10-15
Summit Securities Group LLC
INCREASED
Shares991 from 248
Change+743 (+300%)
Value$506.8K (+$327.5K)
Filed 2026-11-05
Verum Partners LLC
INCREASED
Shares990 from 984
Change+6 (+1%)
Value$506.4K (-$205.2K)
Filed 2026-10-21
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$506.3K (-$209.5K)
Filed 2026-10-26
Stevens Capital Partners
DECREASED
Shares987 from 1,011
Change-24 (-2%)
Value$504.6K (-$226.7K)
Filed 2026-10-29
1900 Wealth Management LLC
INCREASED
Shares984 from 750
Change+234 (+31%)
Value$503.2K (-$39.3K)
Filed 2026-10-13
Fairscale Capital, LLC
INCREASED
Shares983 from 950
Change+33 (+3%)
Value$383.5K (-$303.4K)
Filed 2026-11-04
Veracity Capital LLC
INCREASED
Shares981 from 964
Change+17 (+2%)
Value$501.9K (-$194.9K)
Filed 2026-10-08
Bath Savings Trust Co
DECREASED
Shares979 from 1,084
Change-105 (-10%)
Value$500.6K (-$283.1K)
Filed 2026-10-07
Marion Wealth Management
DECREASED
Shares979 from 1,011
Change-32 (-3%)
Value$500.9K (-$230.4K)
Filed 2026-10-22
Tanager Wealth Management LLP
INCREASED
Shares976 from 851
Change+125 (+15%)
Value$499.1K (-$116.2K)
Filed 2026-10-19
Adelphi Trust Co
DECREASED
Shares975 from 1,039
Change-64 (-6%)
Value$498.6K (-$252.6K)
Filed 2026-10-05
Lake Hills Wealth Management, LLC
NEW
Shares974
Change+974
Value$498.1K
Filed 2026-10-07
Clearwave Capital, LLC
INCREASED
Shares974 from 704
Change+270 (+38%)
Value$497.9K (-$11.0K)
Filed 2026-10-27
Intrua Financial, LLC
INCREASED
Shares974 from 860
Change+114 (+13%)
Value$498.3K (-$123.6K)
Filed 2026-10-28
Arista Wealth Management, LLC
NEW
Shares972
Change+972
Value$497.1K
Filed 2026-10-29
Breachway Investments LLC
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$497.1K (-$205.7K)
Filed 2026-10-19
NewSquare Capital LLC
INCREASED
Shares969 from 915
Change+54 (+6%)
Value$495.5K (-$166.0K)
Filed 2026-11-06
Bingham Private Wealth, LLC
DECREASED
Shares968 from 1,167
Change-199 (-17%)
Value$495.0K (-$348.7K)
Filed 2026-11-05
Vanguard Capital Wealth Advisors
NEW
Shares963
Change+963
Value$492.5K
Filed 2026-10-16
Heritage Wealth Management, Inc.
INCREASED
Shares955 from 952
Change+3 (+0%)
Value$488.4K (-$199.9K)
Filed 2026-10-28
Strategic Advisors LLC
INCREASED
Shares954 from 953
Change+1 (+0%)
Value$487.7K (-$201.1K)
Filed 2026-10-13
Seven Hills Financial, LLC
NEW
Shares953
Change+953
Value$487.3K
Filed 2026-10-13
Eagle Wealth Strategies LLC
INCREASED
Shares952 from 950
Change+2 (+0%)
Value$487.0K (-$200.1K)
Filed 2026-10-20
Financial Partners Group, Inc
INCREASED
Shares951 from 892
Change+59 (+7%)
Value$486.5K (-$158.4K)
Filed 2026-10-19
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$485.8K (-$201.0K)
Filed 2026-11-06
Canvas Wealth Advisors, LLC
INCREASED
Shares948 from 817
Change+131 (+16%)
Value$399.8K (-$190.9K)
Filed 2026-11-02
McLean Asset Management Corp
DECREASED
Shares946 from 1,046
Change-100 (-10%)
Value$302.0K (-$229.0K)
Filed 2026-11-06
Teamwork Financial Advisors, LLC
DECREASED
Shares940 from 4,564
Change-3,624 (-79%)
Value$481.2K (-$2.8M)
Filed 2026-10-19
Lantz Financial LLC
INCREASED
Shares940 from 858
Change+82 (+10%)
Value$480.8K (-$139.5K)
Filed 2026-10-15
D'Orazio & Associates, Inc.
INCREASED
Shares938 from 908
Change+30 (+3%)
Value$479.7K (-$176.8K)
Filed 2026-11-04
Postrock Partners LLC
UNCHANGED
Shares936 from 936
Change0 (0%)
Value$478.7K (-$198.1K)
Filed 2026-11-02
Keudell ison Wealth Management
INCREASED
Shares934 from 649
Change+285 (+44%)
Value$477.6K (+$8.4K)
Filed 2026-10-16
Oak Grove Capital LLC
NEW
Shares932
Change+932
Value$476.6K
Filed 2026-10-09
Blue Capital, Inc.
DECREASED
Shares930 from 946
Change-16 (-2%)
Value$475.6K (-$208.4K)
Filed 2026-10-13
Raleigh Capital Management Inc.
DECREASED
Shares928 from 941
Change-13 (-1%)
Value$474.6K (-$206.0K)
Filed 2026-10-28
Able Financial Group, LLC
INCREASED
Shares926 from 703
Change+223 (+32%)
Value$473.5K (-$34.7K)
Filed 2026-10-14
CLG LLC
INCREASED
Shares925 from 849
Change+76 (+9%)
Value$473.3K (-$140.4K)
Filed 2026-10-13
Central Valley Advisors, LLC
DECREASED
Shares925 from 1,001
Change-76 (-8%)
Value$473.0K (-$250.6K)
Filed 2026-10-27
LifeSteps Financial, Inc.
DECREASED
Shares924 from 949
Change-25 (-3%)
Value$472.5K (-$213.6K)
Filed 2026-10-15
Park National Corp
INCREASED
Shares922 from 901
Change+21 (+2%)
Value$471.5K (-$179.9K)
Filed 2026-10-05
Sulzberger Capital Advisors, Inc.
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$470.5K (-$194.7K)
Filed 2026-10-20
SeaBridge Investment Advisors LLC
NEW
Shares919
Change+919
Value$470.0K
Filed 2026-11-02
Magnus Financial Group LLC
INCREASED
Shares918 from 833
Change+85 (+10%)
Value$469.4K (-$133.2K)
Filed 2026-10-21
Madrona Financial Services, LLC
INCREASED
Shares918 from 912
Change+6 (+1%)
Value$469.4K (-$189.9K)
Filed 2026-10-23
Wealthcare Capital Partners, LLC
DECREASED
Shares914 from 926
Change-12 (-1%)
Value$467.4K (-$202.2K)
Filed 2026-10-21
Sagace Wealth Management LLC
NEW
Shares911
Change+911
Value$465.9K
Filed 2026-10-28
Tenon Financial LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$465.4K (-$192.6K)
Filed 2026-10-14
Hardworking Capital Advisors, LLC
NEW
Shares909
Change+909
Value$464.8K
Filed 2026-10-20
GW Henssler & Associates LTD
DECREASED
Shares907 from 913
Change-6 (-1%)
Value$463.8K (-$196.3K)
Filed 2026-10-26
Titleist Asset Management, LLC
DECREASED
Shares906 from 1,080
Change-174 (-16%)
Value$463.6K (-$316.0K)
Filed 2026-10-08
Blue Fin Capital, Inc.
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$463.3K (-$191.7K)
Filed 2026-10-28
Wespac Advisors, LLC
INCREASED
Shares902 from 800
Change+102 (+13%)
Value$461.3K (-$117.1K)
Filed 2026-10-26
Terra Nova Asset Management LLC
DECREASED
Shares900 from 1,000
Change-100 (-10%)
Value$460.2K (-$262.8K)
Filed 2026-10-13
Tenzing Financial LLC
DECREASED
Shares898 from 901
Change-3 (0%)
Value$370.9K (-$163.1K)
Filed 2026-11-03
Cora Capital Advisors LLC
DECREASED
Shares893 from 950
Change-57 (-6%)
Value$456.5K (-$230.1K)
Filed 2026-11-02
Sutton Place Investors LLC
INCREASED
Shares893 from 863
Change+30 (+3%)
Value$456.7K (-$167.3K)
Filed 2026-10-20
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares892 from 1,098
Change-206 (-19%)
Value$456.0K (-$337.6K)
Filed 2026-10-15
Center for Financial Planning, Inc.
INCREASED
Shares886 from 748
Change+138 (+18%)
Value$453.3K (-$87.7K)
Filed 2026-10-26
CapWealth Advisors, LLC
INCREASED
Shares884 from 879
Change+5 (+1%)
Value$452.1K (-$183.5K)
Filed 2026-10-05
Laurion Capital Management LP
NEW
Shares883
Change+883
Value$451.5K
Filed 2026-10-30
First Bank & Trust
INCREASED
Shares883 from 858
Change+25 (+3%)
Value$451.5K (-$168.8K)
Filed 2026-10-19
LifePlan Financial, LLC
DECREASED
Shares880 from 970
Change-90 (-9%)
Value$448.4K (-$252.9K)
Filed 2026-10-13
TritonPoint Partners, LLC
DECREASED
Shares879 from 1,916
Change-1,037 (-54%)
Value$449.5K (-$935.8K)
Filed 2026-11-05
Heck Capital Advisors, LLC
NEW
Shares876
Change+876
Value$447.8K
Filed 2026-10-14
Quadcap Wealth Management, LLC
DECREASED
Shares874 from 875
Change-1 (0%)
Value$446.9K (-$185.7K)
Filed 2026-11-02
Teza Capital Management LLC
INCREASED
Shares873 from 695
Change+178 (+26%)
Value$446.4K (-$56.1K)
Filed 2026-10-23
VAN Strum & Towne Inc.
INCREASED
Shares872 from 400
Change+472 (+118%)
Value$445.9K (+$156.7K)
Filed 2026-11-06
Sage Mountain Advisors LLC
INCREASED
Shares871 from 653
Change+218 (+33%)
Value$445.4K (-$26.7K)
Filed 2026-11-02
Lantern Wealth Advisors, LLC
INCREASED
Shares869 from 750
Change+119 (+16%)
Value$444.4K (-$97.9K)
Filed 2026-10-22
Washington Trust Advisors, Inc.
INCREASED
Shares867 from 313
Change+554 (+177%)
Value$443.4K (+$217.1K)
Filed 2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares860 from 369
Change+491 (+133%)
Value$447.8K (+$181.0K)
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
INCREASED
Shares855 from 713
Change+142 (+20%)
Value$437.2K (-$78.3K)
Filed 2026-10-15
Riverchase Wealth Management, LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$437.4K (-$181.0K)
Filed 2026-10-28
Archer Investment Corp
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$435.8K (-$180.0K)
Filed 2026-11-05
Northern Lights Advisors, Inc.
INCREASED
Shares850 from 835
Change+15 (+2%)
Value$434.7K (-$169.0K)
Filed 2026-10-21
Abundance Wealth Counselors
INCREASED
Shares850 from 840
Change+10 (+1%)
Value$434.7K (-$172.6K)
Filed 2026-10-26
Lake Street Private Wealth, LLC
INCREASED
Shares850 from 844
Change+6 (+1%)
Value$434.9K (-$175.6K)
Filed 2026-10-22
Franchise GP Ltd
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$434.7K (-$179.9K)
Filed 2026-10-16
Nixon Peabody Trust Co
DECREASED
Shares849 from 904
Change-55 (-6%)
Value$434.2K (-$219.4K)
Filed 2026-10-23
IPG Investment Advisors LLC
NEW
Shares843
Change+843
Value$431.1K
Filed 2026-10-30
Todd Wealth Management, LLC
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$431.0K (-$178.3K)
Filed 2026-10-19
Ellsworth Advisors, LLC
INCREASED
Shares842 from 554
Change+288 (+52%)
Value$430.7K (+$109.6K)
Filed 2026-10-15
Washington Trust Bank
INCREASED
Shares840 from 777
Change+63 (+8%)
Value$429.6K (-$132.2K)
Filed 2026-11-03
MCF Advisors LLC
INCREASED
Shares839 from 788
Change+51 (+6%)
Value$429.1K (-$140.7K)
Filed 2026-10-28
Rockland Trust Co
INCREASED
Shares837 from 830
Change+7 (+1%)
Value$428.0K (-$172.1K)
Filed 2026-10-05
Community Financial Services Group, LLC
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$443.0K (-$101.8K)
Filed 2026-10-15
S.A. Mason LLC
DECREASED
Shares836 from 1,036
Change-200 (-19%)
Value$427.5K (-$321.5K)
Filed 2026-10-13
Hilltop National Bank
DECREASED
Shares835 from 1,015
Change-180 (-18%)
Value$427.0K (-$306.8K)
Filed 2026-10-14
Ballew Advisors, Inc
INCREASED
Shares834 from 833
Change+1 (+0%)
Value$450.2K (-$52.4K)
Filed 2026-10-05
Capital Squared Financial LLC
DECREASED
Shares832 from 835
Change-3 (0%)
Value$425.4K (-$178.0K)
Filed 2026-10-30
Winebrenner Capital Management LLC
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$424.4K (-$175.6K)
Filed 2026-10-07
Hanson & Doremus Investment Management
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$422.0K (-$175.0K)
Filed 2026-10-16
Cabot Wealth Management Inc
INCREASED
Shares825 from 800
Change+25 (+3%)
Value$421.9K (-$156.5K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares822 from 482
Change+340 (+71%)
Value$420.4K (+$71.6K)
Filed 2026-10-28
Carter Financial Group, Inc.
INCREASED
Shares821 from 752
Change+69 (+9%)
Value$419.8K (-$123.9K)
Filed 2026-10-21
Jeppson Wealth Management, LLC
INCREASED
Shares821 from 820
Change+1 (+0%)
Value$419.8K (-$173.0K)
Filed 2026-10-20
Capital City Trust Co
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$418.3K (-$173.1K)
Filed 2026-10-22
Foguth Wealth Management, Llc.
INCREASED
Shares817 from 722
Change+95 (+13%)
Value$334.4K (-$45.1K)
Filed 2026-10-19
Trust Co of Toledo NA
DECREASED
Shares814 from 900
Change-86 (-10%)
Value$416.3K (-$234.4K)
Filed 2026-10-16
Crown Wealth Group, LLC
INCREASED
Shares812 from 796
Change+16 (+2%)
Value$415.2K (-$160.3K)
Filed 2026-10-19
Aletheian Wealth Advisors LLC
DECREASED
Shares811 from 821
Change-10 (-1%)
Value$414.7K (-$178.9K)
Filed 2026-10-08
Skyline Advisors, Inc.
INCREASED
Shares810 from 310
Change+500 (+161%)
Value$414.4K (+$190.3K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED
Shares810 from 1,087
Change-277 (-25%)
Value$414.1K (-$371.8K)
Filed 2026-11-04
Columbus Macro, LLC
DECREASED
Shares809 from 878
Change-69 (-8%)
Value$413.7K (-$221.1K)
Filed 2026-10-14
Fiduciary Financial Group, LLC
INCREASED
Shares809 from 799
Change+10 (+1%)
Value$413.7K (-$164.0K)
Filed 2026-10-13
Weatherly Asset Management L. P.
DECREASED
Shares807 from 827
Change-20 (-2%)
Value$412.7K (-$185.2K)
Filed 2026-10-20
Riversedge Advisors, LLC
INCREASED
Shares805 from 723
Change+82 (+11%)
Value$411.7K (-$111.1K)
Filed 2026-10-09
Garde Capital, Inc.
INCREASED
Shares805 from 793
Change+12 (+2%)
Value$411.7K (-$161.7K)
Filed 2026-10-29
Gradient Capital Advisors, LLC
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$410.1K (-$169.7K)
Filed 2026-10-21
Kelsey Financial, LLC
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$410.1K (-$169.7K)
Filed 2026-10-28
Carbahal Olsen Financial Services Group, LLC
INCREASED
Shares801 from 800
Change+1 (+0%)
Value$409.6K (-$169.5K)
Filed 2026-11-05
Adell Harriman & Carpenter Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$409.1K (-$169.3K)
Filed 2026-11-02
Atlas Wealth Partners, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$409.1K (-$169.3K)
Filed 2026-11-03
Birchbrook, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$409.1K (-$169.3K)
Filed 2026-10-14
Lee Financial Co
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$409.1K (-$169.3K)
Filed 2026-10-16
Paragon Capital Management Ltd
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$409.3K (-$169.4K)
Filed 2026-10-09
Means Investment Co., Inc.
INCREASED
Shares798 from 778
Change+20 (+3%)
Value$407.9K (-$154.5K)
Filed 2026-11-03
CRA Financial Services, LLC
INCREASED
Shares797 from 772
Change+25 (+3%)
Value$407.4K (-$150.7K)
Filed 2026-10-16
Arlington Trust Co LLC
INCREASED
Shares795 from 747
Change+48 (+6%)
Value$406.5K (-$133.5K)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
INCREASED
Shares791 from 766
Change+25 (+3%)
Value$404.5K (-$149.3K)
Filed 2026-11-02
Aspire Private Capital, LLC
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$404.5K (-$167.4K)
Filed 2026-11-05
Midland Wealth Advisors, LLC
INCREASED
Shares786 from 747
Change+39 (+5%)
Value$401.9K (-$138.1K)
Filed 2026-10-26
Lifestyle Asset Management, Inc.
NEW
Shares780
Change+780
Value$398.8K
Filed 2026-10-20
Fell Capital Management
DECREASED
Shares780 from 1,000
Change-220 (-22%)
Value$398.9K (-$324.1K)
Filed 2026-10-09
Bensler, LLC
INCREASED
Shares780 from 772
Change+8 (+1%)
Value$398.8K (-$159.4K)
Filed 2026-11-05
Hendley & Co Inc
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$399.0K (-$165.0K)
Filed 2026-10-29
Oasis Advisors, LLC
NEW
Shares779
Change+779
Value$398.6K
Filed 2026-10-16
Financial Perspectives, Inc
DECREASED
Shares779 from 839
Change-60 (-7%)
Value$398.5K (-$208.3K)
Filed 2026-11-03
4Wealth Advisors, Inc.
DECREASED
Shares778 from 782
Change-4 (-1%)
Value$398.4K (-$144.7K)
Filed 2026-10-13
WMS Group LLC
INCREASED
Shares777 from 759
Change+18 (+2%)
Value$397.3K (-$151.4K)
Filed 2026-11-06
Gradient Investments LLC
INCREASED
Shares775 from 682
Change+93 (+14%)
Value$396.3K (-$96.8K)
Filed 2026-10-08
Olio Financial Planning
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$396.3K (-$164.0K)
Filed 2026-10-22
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares774 from 601
Change+173 (+29%)
Value$395.9K (-$38.8K)
Filed 2026-10-21
Compass Financial Group, Inc
INCREASED
Shares774 from 773
Change+1 (+0%)
Value$395.8K (-$163.2K)
Filed 2026-10-13
Helium Advisors LLC
INCREASED
Shares773 from 772
Change+1 (+0%)
Value$395.3K (-$162.9K)
Filed 2026-10-23
Woodward Diversified Capital, LLC
DECREASED
Shares771 from 855
Change-84 (-10%)
Value$394.4K (-$223.9K)
Filed 2026-10-21
Clear Wave Wealth Management LLC
DECREASED
Shares770 from 786
Change-16 (-2%)
Value$393.8K (-$174.5K)
Filed 2026-11-04
Motive Wealth Advisors
DECREASED
Shares770 from 786
Change-16 (-2%)
Value$393.8K (-$174.5K)
Filed 2026-10-26
Monarch Capital Management Inc
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$393.8K (-$162.9K)
Filed 2026-10-19
Crumly & Associates Inc.
NEW
Shares767
Change+767
Value$392.3K
Filed 2026-10-07
Cherrydale Wealth Management, LLC
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$390.9K (-$161.8K)
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
DECREASED
Shares763 from 828
Change-65 (-8%)
Value$390.2K (-$208.5K)
Filed 2026-10-26
Kavar Capital Partners Group, LLC
INCREASED
Shares757 from 718
Change+39 (+5%)
Value$387.1K (-$132.0K)
Filed 2026-11-06
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares754 from 771
Change-17 (-2%)
Value$385.6K (-$171.9K)
Filed 2026-11-06
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$385.1K (-$159.4K)
Filed 2026-10-13
Hummer Financial Advisory Services Inc
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$383.5K (-$158.7K)
Filed 2026-10-09
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$383.5K (-$158.7K)
Filed 2026-11-02
Commonwealth Financial Services, LLC
DECREASED
Shares749 from 991
Change-242 (-24%)
Value$383.3K (-$333.6K)
Filed 2026-10-20
Acorn Financial Advisory Services Inc
INCREASED
Shares747 from 658
Change+89 (+14%)
Value$382.3K (-$93.7K)
Filed 2026-11-02
Veery Capital, LLC
DECREASED
Shares747 from 776
Change-29 (-4%)
Value$382.0K (-$179.0K)
Filed 2026-10-07
Partners Wealth Management, LLC
NEW
Shares746
Change+746
Value$381.5K
Filed 2026-10-28
Davis Investment Partners, LLC
INCREASED
Shares745 from 304
Change+441 (+145%)
Value$381.2K (+$161.3K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
INCREASED
Shares743 from 709
Change+34 (+5%)
Value$380.0K (-$132.7K)
Filed 2026-10-05
Vann Equity Management LLC
INCREASED
Shares739 from 716
Change+23 (+3%)
Value$377.8K (-$139.9K)
Filed 2026-10-08
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares739 from 739
Change0 (0%)
Value$377.9K (-$156.4K)
Filed 2026-11-03
Navigate Wealth Management, LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$374.2K (-$16.7K)
Filed 2026-10-14
GreatBanc Trust Co
INCREASED
Shares734 from 720
Change+14 (+2%)
Value$375.4K (-$145.2K)
Filed 2026-11-04
Connecticut Capital Management Group, LLC
INCREASED
Shares733 from 705
Change+28 (+4%)
Value$374.8K (-$134.9K)
Filed 2026-10-29
Human Investing LLC
INCREASED
Shares732 from 587
Change+145 (+25%)
Value$374.4K (-$50.1K)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares729
Change+729
Value$372.9K
Filed 2026-10-26
Galvin, Gaustad & Stein, LLC
DECREASED
Shares729 from 1,139
Change-410 (-36%)
Value$373.1K (-$450.8K)
Filed 2026-10-08
Arch Global Advisors, LLC
DECREASED
Shares725 from 866
Change-141 (-16%)
Value$370.8K (-$255.4K)
Filed 2026-10-23
Fogel Capital Management, Inc.
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$370.8K (-$153.4K)
Filed 2026-11-04
Barings LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$370.8K (-$153.4K)
Filed 2026-10-22
Lynx Investment Advisory
DECREASED
Shares724 from 756
Change-32 (-4%)
Value$370.1K (-$176.5K)
Filed 2026-10-27
Montz Harcus Wealth Management LLC
DECREASED
Shares724 from 731
Change-7 (-1%)
Value$370.2K (-$158.3K)
Filed 2026-10-09
Pathway Financial Advisers, LLC
DECREASED
Shares723 from 730
Change-7 (-1%)
Value$369.5K (-$158.6K)
Filed 2026-10-27
Laurel Wealth Advisors LLC
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$369.7K (-$153.0K)
Filed 2026-10-27
Victrix Investment Advisors
INCREASED
Shares721 from 683
Change+38 (+6%)
Value$368.7K (-$125.1K)
Filed 2026-10-13
LifeWealth Investments, LLC
DECREASED
Shares721 from 736
Change-15 (-2%)
Value$368.5K (-$163.7K)
Filed 2026-10-21
Hamilton Capital, LLC
DECREASED
Shares721 from 726
Change-5 (-1%)
Value$368.7K (-$156.2K)
Filed 2026-10-08
Invenio Wealth Partners LLC
DECREASED
Shares720 from 757
Change-37 (-5%)
Value$368.2K (-$179.1K)
Filed 2026-10-20
Power Wealth Management LLC
INCREASED
Shares719 from 549
Change+170 (+31%)
Value$367.7K (-$29.2K)
Filed 2026-10-27
Spartan Planning & Wealth Management
DECREASED
Shares717 from 1,488
Change-771 (-52%)
Value$366.9K (-$709.1K)
Filed 2026-10-13
Legacy Edge Advisors, LLC
INCREASED
Shares717 from 687
Change+30 (+4%)
Value$366.7K (-$130.0K)
Filed 2026-11-06
MB, Levis & Associates, LLC
INCREASED
Shares716 from 715
Change+1 (+0%)
Value$366.3K (-$151.0K)
Filed 2026-10-16
IronOak Wealth Llc.
NEW
Shares714
Change+714
Value$365.1K
Filed 2026-11-06
Investment Research Partners LLC
DECREASED
Shares712 from 848
Change-136 (-16%)
Value$364.1K (-$249.0K)
Filed 2026-10-19
Leslie Global Wealth, LLC
DECREASED
Shares708 from 725
Change-17 (-2%)
Value$362.1K (-$162.1K)
Filed 2026-10-26
Morton Capital Management LLC
DECREASED
Shares707 from 1,008
Change-301 (-30%)
Value$361.7K (-$367.1K)
Filed 2026-10-23
Register Financial Advisors LLC
DECREASED
Shares706 from 898
Change-192 (-21%)
Value$361.0K (-$288.2K)
Filed 2026-10-23
Hyposwiss Advisors SA
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$360.5K (-$149.2K)
Filed 2026-10-26
August Group Capital Ltd
DECREASED
Shares704 from 723
Change-19 (-3%)
Value$360.0K (-$162.7K)
Filed 2026-10-14
Burford Brothers, Inc.
DECREASED
Shares704 from 712
Change-8 (-1%)
Value$360.0K (-$154.7K)
Filed 2026-10-21
Warner Financial, Inc
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$359.0K (-$148.6K)
Filed 2026-11-06
Lpwm LLC
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$359.0K (-$148.6K)
Filed 2026-10-20
Kassira Wealth Management LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$358.0K (-$148.1K)
Filed 2026-10-28
Quilter Plc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$358.0K (-$148.1K)
Filed 2026-10-21
North Star Investment Management Corp.
INCREASED
Shares696 from 641
Change+55 (+9%)
Value$355.9K (-$107.4K)
Filed 2026-10-27
Livet Wealth, LLC
INCREASED
Shares695 from 281
Change+414 (+147%)
Value$355.4K (+$152.2K)
Filed 2026-10-27
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares695 from 718
Change-23 (-3%)
Value$355.4K (-$163.7K)
Filed 2026-10-22
Friedenthal Financial
NEW
Shares694
Change+694
Value$354.9K
Filed 2026-10-27
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares694 from 632
Change+62 (+10%)
Value$354.8K (-$102.0K)
Filed 2026-10-19
Segment Wealth Management, LLC
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$350.3K (-$145.0K)
Filed 2026-10-26
Park Capital Management, LLC / WI
DECREASED
Shares684 from 3,916
Change-3,232 (-83%)
Value$349.7K (-$2.5M)
Filed 2026-10-13
Christensen, King & Associates Investment Services, Inc.
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$349.4K (-$144.6K)
Filed 2026-10-22
Rare Wolf Capital LLC
DECREASED
Shares682 from 745
Change-63 (-8%)
Value$348.8K (-$189.9K)
Filed 2026-10-20
Gallacher Capital Management LLC
DECREASED
Shares680 from 1,327
Change-647 (-49%)
Value$347.9K (-$611.2K)
Filed 2026-10-30
BCK Partners, Inc.
DECREASED
Shares678 from 700
Change-22 (-3%)
Value$346.7K (-$159.4K)
Filed 2026-10-23
Fairway Financial, LLC
INCREASED
Shares677 from 676
Change+1 (+0%)
Value$346.3K (-$142.7K)
Filed 2026-10-20
Cardinal Point Capital Management ULC
DECREASED
Shares675 from 709
Change-34 (-5%)
Value$345.0K (-$167.4K)
Filed 2026-10-21
Capstone Wealth Management, LLC
INCREASED
Shares671 from 370
Change+301 (+81%)
Value$343.1K (+$75.6K)
Filed 2026-11-02
Kennebec Savings Bank
INCREASED
Shares670 from 236
Change+434 (+184%)
Value$342.6K (+$172.0K)
Filed 2026-10-22
Vicus Capital
DECREASED
Shares670 from 945
Change-275 (-29%)
Value$342.6K (-$341.0K)
Filed 2026-11-05
Wealth Advisory Solutions, LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$342.6K (-$141.8K)
Filed 2026-10-20
Waterfront Wealth Inc.
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$271.8K (-$131.3K)
Filed 2026-11-03
Oak Asset Management, LLC
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$341.1K (-$141.2K)
Filed 2026-10-13
Box Hill Private Wealth LLC
INCREASED
Shares665 from 502
Change+163 (+32%)
Value$340.1K (-$23.1K)
Filed 2026-10-05
21 West Wealth Management LLC
DECREASED
Shares660 from 689
Change-29 (-4%)
Value$337.5K (-$160.6K)
Filed 2026-10-13
Alpha Zero LLC
INCREASED
Shares660 from 640
Change+20 (+3%)
Value$337.7K (-$21.4K)
Filed 2026-11-06
Altar Rock LLC
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$334.1K (-$142.3K)
Filed 2026-11-06
Great Waters Wealth Management
DECREASED
Shares655 from 656
Change-1 (0%)
Value$335.0K (-$139.3K)
Filed 2026-10-07
Chris Bulman Inc
INCREASED
Shares653 from 564
Change+89 (+16%)
Value$333.9K (-$73.8K)
Filed 2026-10-20
Blue Zone Wealth Advisors, LLC
INCREASED
Shares647 from 628
Change+19 (+3%)
Value$330.9K (-$123.2K)
Filed 2026-10-19
Financial & Tax Architects, LLC
INCREASED
Shares647 from 631
Change+16 (+3%)
Value$330.7K (-$125.5K)
Filed 2026-10-15
Carrera Capital Advisors
INCREASED
Shares647 from 646
Change+1 (+0%)
Value$331.1K (-$135.8K)
Filed 2026-11-03
Marin Bay Wealth Advisors, LLC
DECREASED
Shares644 from 683
Change-39 (-6%)
Value$329.4K (-$164.5K)
Filed 2026-10-28
Tred Avon Family Wealth, LLC
DECREASED
Shares644 from 677
Change-33 (-5%)
Value$329.3K (-$160.1K)
Filed 2026-10-20
West Paces Advisors Inc.
INCREASED
Shares641 from 551
Change+90 (+16%)
Value$327.8K (-$70.6K)
Filed 2026-10-13
Evexia Wealth LLC
DECREASED
Shares641 from 650
Change-9 (-1%)
Value$248.4K (-$88.5K)
Filed 2026-11-05
Green Ridge Wealth Planning LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$327.3K (-$135.4K)
Filed 2026-10-08
Insight Advisors, LLC/ PA
DECREASED
Shares630 from 886
Change-256 (-29%)
Value$322.2K (-$318.2K)
Filed 2026-10-22
Great Point Wealth Advisors, LLC
DECREASED
Shares630 from 659
Change-29 (-4%)
Value$322.3K (-$153.9K)
Filed 2026-10-15
Cogent Private Wealth, Inc.
DECREASED
Shares630 from 652
Change-22 (-3%)
Value$322.2K (-$149.2K)
Filed 2026-11-06
David J Yvars Group
DECREASED
Shares630 from 640
Change-10 (-2%)
Value$322.3K (-$140.6K)
Filed 2026-10-09
RDA Financial Network
INCREASED
Shares629 from 531
Change+98 (+18%)
Value$321.7K (-$62.2K)
Filed 2026-10-15
Keystone Wealth Services, LLC
DECREASED
Shares626 from 641
Change-15 (-2%)
Value$320.6K (-$142.9K)
Filed 2026-11-03
New England Research & Management, Inc.
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$319.6K (-$132.3K)
Filed 2026-10-16
True Private Wealth Advisors
DECREASED
Shares624 from 2,259
Change-1,635 (-72%)
Value$319.1K (-$1.3M)
Filed 2026-10-19
Yankcom Partnership
INCREASED
Shares623 from 245
Change+378 (+154%)
Value$318.6K (+$141.5K)
Filed 2026-10-15
Zullo Investment Group, Inc.
DECREASED
Shares623 from 630
Change-7 (-1%)
Value$318.7K (-$136.9K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
INCREASED
Shares620 from 613
Change+7 (+1%)
Value$317.1K (-$126.1K)
Filed 2026-10-27
Fortis Group Advisors, LLC
NEW
Shares614
Change+614
Value$239.4K
Filed 2026-11-06
PKS Advisory Services, LLC
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$439.4K ($0)
Filed 2026-10-26
TFB Advisors LLC
INCREASED
Shares607 from 540
Change+67 (+12%)
Value$310.4K (-$80.0K)
Filed 2026-11-02
Capstone Wealth Management Group, Inc.
DECREASED
Shares606 from 620
Change-14 (-2%)
Value$309.7K (-$138.6K)
Filed 2026-10-19
Malaga Cove Capital, LLC
NEW
Shares603
Change+603
Value$308.4K
Filed 2026-10-23
ShankerValleau Wealth Advisors, Inc.
NEW
Shares601
Change+601
Value$307.3K
Filed 2026-10-16
American National Bank of Texas
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$307.3K (-$127.2K)
Filed 2026-10-07
Sanders Morris Harris LLC
NEW
Shares600
Change+600
Value$306.8K
Filed 2026-10-14
Focused Alpha, LLC
DECREASED
Shares600 from 2,868
Change-2,268 (-79%)
Value$306.9K (-$1.8M)
Filed 2026-10-20
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$306.8K (-$127.0K)
Filed 2026-10-29
KPP Advisory Services LLC
DECREASED
Shares599 from 602
Change-3 (0%)
Value$306.3K (-$128.9K)
Filed 2026-10-26
GK Wealth Management LLC
INCREASED
Shares598 from 408
Change+190 (+47%)
Value$305.3K (+$10.6K)
Filed 2026-10-09
Money Concepts Capital Corp
DECREASED
Shares598 from 765
Change-167 (-22%)
Value$305.7K (-$247.2K)
Filed 2026-11-06
Rise Advisors, LLC
INCREASED
Shares598 from 502
Change+96 (+19%)
Value$305.6K (-$57.4K)
Filed 2026-10-16
Convergence Investment Partners, LLC
DECREASED
Shares597 from 11,030
Change-10,433 (-95%)
Value$305.1K (-$7.7M)
Filed 2026-10-28
Hidden Cove Wealth Management, LLC
DECREASED
Shares597 from 613
Change-16 (-3%)
Value$305.3K (-$137.9K)
Filed 2026-10-19
Kingstone Capital Partners Texas, LLC
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$305.5K (-$125.9K)
Filed 2026-11-03
Ironsides Asset Advisors, LLC
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$303.8K (-$125.7K)
Filed 2026-10-20
Genesis Private Wealth, LLC
NEW
Shares593
Change+593
Value$303.2K
Filed 2026-11-02
Accel Wealth Management
INCREASED
Shares593 from 556
Change+37 (+7%)
Value$303.2K (-$98.7K)
Filed 2026-10-13
TriaGen Wealth Management LLC
DECREASED
Shares593 from 627
Change-34 (-5%)
Value$303.2K (-$150.1K)
Filed 2026-10-14
Avondale Wealth Management
UNCHANGED
Shares592 from 592
Change0 (0%)
Value$302.5K (-$125.2K)
Filed 2026-10-15
Palisade Asset Management, LLC
DECREASED
Shares591 from 602
Change-11 (-2%)
Value$302.2K (-$133.0K)
Filed 2026-11-03
Kuhn & Co Investment Counsel
INCREASED
Shares590 from 556
Change+34 (+6%)
Value$301.7K (-$100.3K)
Filed 2026-10-29
ERn Financial, LLC
INCREASED
Shares590 from 561
Change+29 (+5%)
Value$301.7K (-$103.9K)
Filed 2026-10-28
Shum Financial Group, Inc.
NEW
Shares589
Change+589
Value$301.2K
Filed 2026-10-13
Essential Investment Partners LLC
DECREASED
Shares586 from 924
Change-338 (-37%)
Value$299.7K (-$368.4K)
Filed 2026-10-27
Johnson Bixby & Associates, LLC
DECREASED
Shares586 from 594
Change-8 (-1%)
Value$299.7K (-$129.8K)
Filed 2026-10-14
Benin Management Corp
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$299.7K (-$124.0K)
Filed 2026-10-22
Instrumental Wealth, LLC
INCREASED
Shares584 from 510
Change+74 (+15%)
Value$298.8K (-$69.9K)
Filed 2026-10-20
Clear Point Advisors Inc.
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$297.6K (-$123.2K)
Filed 2026-10-30
Sather Financial Group Inc
DECREASED
Shares581 from 602
Change-21 (-3%)
Value$297.1K (-$138.1K)
Filed 2026-10-30
Elevated Financial Group LLC
DECREASED
Shares581 from 587
Change-6 (-1%)
Value$297.1K (-$127.3K)
Filed 2026-10-16
Prospect Financial Group LLC
DECREASED
Shares578 from 673
Change-95 (-14%)
Value$295.6K (-$191.0K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
DECREASED
Shares578 from 588
Change-10 (-2%)
Value$295.6K (-$129.5K)
Filed 2026-10-22
Financial Planning Navigators Corp
INCREASED
Shares577 from 525
Change+52 (+10%)
Value$295.2K (-$84.6K)
Filed 2026-10-14
ASL Financial, LLC
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$293.0K (-$121.3K)
Filed 2026-10-15
Phillips Financial Management, LLC
DECREASED
Shares562 from 600
Change-38 (-6%)
Value$287.4K (-$146.4K)
Filed 2026-10-19
PFW Advisors LLC
INCREASED
Shares561 from 529
Change+32 (+6%)
Value$286.9K (-$95.6K)
Filed 2026-10-07
Mechanics Bank Trust Department
DECREASED
Shares559 from 594
Change-35 (-6%)
Value$285.9K (-$143.6K)
Filed 2026-10-13
Kaufman Rossin Wealth, LLC
NEW
Shares558
Change+558
Value$285.3K
Filed 2026-10-19
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares558 from 554
Change+4 (+1%)
Value$285.4K (-$115.2K)
Filed 2026-10-08
Augustine Asset Management Inc
INCREASED
Shares557 from 335
Change+222 (+66%)
Value$284.8K (+$42.6K)
Filed 2026-10-13
Bell Investment Advisors, Inc
DECREASED
Shares556 from 581
Change-25 (-4%)
Value$284.3K (-$135.7K)
Filed 2026-10-29
Purkiss Capital Advisors LLC
DECREASED
Shares556 from 557
Change-1 (0%)
Value$284.2K (-$118.3K)
Filed 2026-11-06
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares555 from 217
Change+338 (+156%)
Value$283.8K (+$126.9K)
Filed 2026-10-20
Reap Financial Group, LLC
INCREASED
Shares555 from 468
Change+87 (+19%)
Value$283.8K (-$54.4K)
Filed 2026-11-02
Hughes Financial Services, LLC
DECREASED
Shares553 from 555
Change-2 (0%)
Value$233.3K (-$168.0K)
Filed 2026-10-30
BankPlus Trust Department
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$282.8K (-$117.0K)
Filed 2026-11-06
Cadinha & Co LLC
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$282.3K (-$116.8K)
Filed 2026-10-22
NovaPoint Capital, LLC
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$282.3K (-$116.8K)
Filed 2026-10-22
Optivise Advisory Services LLC
DECREASED
Shares551 from 585
Change-34 (-6%)
Value$281.7K (-$140.9K)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares549 from 430
Change+119 (+28%)
Value$280.6K (-$30.5K)
Filed 2026-10-29
Market Street Wealth Management Advisors LLC
INCREASED
Shares547 from 523
Change+24 (+5%)
Value$279.7K (-$98.4K)
Filed 2026-10-09
Blue Water Asset Management
INCREASED
Shares547 from 535
Change+12 (+2%)
Value$279.5K (-$107.0K)
Filed 2026-11-04
Fidelity D & D Bancorp Inc
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$279.7K (-$115.8K)
Filed 2026-11-05
Eagle Bay Advisors LLC
INCREASED
Shares544 from 481
Change+63 (+13%)
Value$277.9K (-$69.5K)
Filed 2026-10-16
Legacy Wealth Partners, LLC
INCREASED
Shares544 from 540
Change+4 (+1%)
Value$278.2K (-$112.2K)
Filed 2026-10-15
1620 Investment Advisors, Inc.
DECREASED
Shares543 from 683
Change-140 (-20%)
Value$277.7K (-$216.1K)
Filed 2026-11-04
Cannon Advisors, Inc.
DECREASED
Shares542 from 1,528
Change-986 (-65%)
Value$251.6K (-$658.6K)
Filed 2026-10-14
Tortoise Investment Management, LLC
INCREASED
Shares542 from 535
Change+7 (+1%)
Value$277.2K (-$109.6K)
Filed 2026-11-06
Lodestone Wealth Management LLC
INCREASED
Shares541 from 6
Change+535 (+8917%)
Value$276.7K (+$272.3K)
Filed 2026-10-14
TopTier Wealth Management, LLC
INCREASED
Shares541 from 538
Change+3 (+1%)
Value$276.9K (-$112.4K)
Filed 2026-10-16
Zega Investments, LLC
DECREASED
Shares539 from 734
Change-195 (-27%)
Value$275.6K (-$255.0K)
Filed 2026-11-04
JB Capital LLC
DECREASED
Shares538 from 933
Change-395 (-42%)
Value$275.2K (-$399.2K)
Filed 2026-10-19
Financial Security Advisor, Inc.
INCREASED
Shares538 from 537
Change+1 (+0%)
Value$275.0K (-$113.4K)
Filed 2026-11-03
Tortuga Wealth Management, Inc
INCREASED
Shares536 from 504
Change+32 (+6%)
Value$274.1K (-$90.3K)
Filed 2026-10-27
Appleton Partners Inc
DECREASED
Shares536 from 550
Change-14 (-3%)
Value$274.0K (-$124.0K)
Filed 2026-10-30
Chicago Capital, LLC
DECREASED
Shares536 from 539
Change-3 (-1%)
Value$274.1K (-$115.6K)
Filed 2026-10-13
Scissortail Wealth Management, LLC
NEW
Shares535
Change+535
Value$273.6K
Filed 2026-11-03
Weaver Consulting Group
INCREASED
Shares535 from 465
Change+70 (+15%)
Value$273.6K (-$62.6K)
Filed 2026-10-07
Invested Advisors
INCREASED
Shares535 from 532
Change+3 (+1%)
Value$273.6K (-$111.0K)
Filed 2026-10-23
ICW Investment Advisors LLC
DECREASED
Shares534 from 582
Change-48 (-8%)
Value$273.5K (-$147.4K)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
INCREASED
Shares532 from 132
Change+400 (+303%)
Value$272.1K (+$176.6K)
Filed 2026-10-16
Wiser Wealth Management, Inc
DECREASED
Shares532 from 538
Change-6 (-1%)
Value$272.1K (-$116.9K)
Filed 2026-10-14
Legacy Financial Strategies, LLC
INCREASED
Shares529 from 435
Change+94 (+22%)
Value$270.5K (-$44.0K)
Filed 2026-10-15
Compass Ion Advisors, LLC
DECREASED
Shares528 from 541
Change-13 (-2%)
Value$270.1K (-$121.2K)
Filed 2026-10-23
Melfa Wealth Management, Inc.
NEW
Shares525
Change+525
Value$268.5K
Filed 2026-11-06
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares525 from 500
Change+25 (+5%)
Value$268.5K (-$93.0K)
Filed 2026-11-04
Hill Island Financial LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$268.5K (-$111.1K)
Filed 2026-10-20
Decision Investments, Inc
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$268.5K (-$111.1K)
Filed 2026-10-07
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$268.5K (-$111.1K)
Filed 2026-10-13
Greater Midwest Financial Group, LLC
DECREASED
Shares524 from 525
Change-1 (0%)
Value$268.2K (-$111.4K)
Filed 2026-10-13
Marathon Capital Management
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$267.5K (-$110.7K)
Filed 2026-10-23
Voisard Asset Management Group, Inc.
INCREASED
Shares521 from 450
Change+71 (+16%)
Value$266.6K (-$58.9K)
Filed 2026-10-13
Kennedy Investment Group, Inc.
INCREASED
Shares519 from 518
Change+1 (+0%)
Value$265.2K (-$109.6K)
Filed 2026-10-21
Hengehold Capital Management LLC
INCREASED
Shares516 from 386
Change+130 (+34%)
Value$263.9K (-$15.2K)
Filed 2026-10-16
Austin Wealth Management, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$262.9K (-$10.4K)
Filed 2026-11-06
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares515 from 498
Change+17 (+3%)
Value$263.4K (-$96.7K)
Filed 2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares515 from 519
Change-4 (-1%)
Value$263.5K (-$111.7K)
Filed 2026-10-13
Dominguez Wealth Management Solutions, Inc.
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$262.8K (-$108.8K)
Filed 2026-10-07
Rainier Family Wealth Inc
INCREASED
Shares513 from 437
Change+76 (+17%)
Value$262.3K (-$53.6K)
Filed 2026-11-02
Wilkerson Advisory Group LLC
DECREASED
Shares512 from 731
Change-219 (-30%)
Value$261.8K (-$266.7K)
Filed 2026-10-20
Brown Wealth Management, LLC
INCREASED
Shares512 from 428
Change+84 (+20%)
Value$261.8K (-$47.6K)
Filed 2026-10-20
AA Financial Advisors, LLC
DECREASED
Shares511 from 568
Change-57 (-10%)
Value$261.3K (-$149.4K)
Filed 2026-10-19
Peak Financial Advisors LLC
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$261.3K (-$108.1K)
Filed 2026-10-28
Heffernan Advisory, Inc
INCREASED
Shares510 from 480
Change+30 (+6%)
Value$260.8K (-$86.2K)
Filed 2026-10-13
Toth Financial Advisory Corp
INCREASED
Shares510 from 494
Change+16 (+3%)
Value$260.8K (-$96.4K)
Filed 2026-10-08
Kraft, Davis & Associates, LLC
INCREASED
Shares510 from 503
Change+7 (+1%)
Value$212.5K (-$74.8K)
Filed 2026-10-21
Wealth Management Nebraska
INCREASED
Shares509 from 339
Change+170 (+50%)
Value$260.3K (+$15.2K)
Filed 2026-10-26
Goelzer Investment Management, Inc.
INCREASED
Shares508 from 450
Change+58 (+13%)
Value$259.8K (-$65.6K)
Filed 2026-10-16
FF Advisors,LLC
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$259.3K (-$107.3K)
Filed 2026-10-21
RKL Wealth Management LLC
DECREASED
Shares506 from 620
Change-114 (-18%)
Value$259.0K (-$189.6K)
Filed 2026-10-16
Financial Harvest, LLC
DECREASED
Shares506 from 511
Change-5 (-1%)
Value$258.8K (-$110.7K)
Filed 2026-10-15
First Financial Bank - Trust Division
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$258.8K (-$107.1K)
Filed 2026-10-01
Great Diamond Partners, LLC
INCREASED
Shares503 from 401
Change+102 (+25%)
Value$257.2K (-$32.7K)
Filed 2026-10-13
Mechanics Financial Corp
INCREASED
Shares503 from 500
Change+3 (+1%)
Value$257.2K (-$104.3K)
Filed 2026-11-05
Peachtree Investment Partners, LLC
DECREASED
Shares502 from 1,120
Change-618 (-55%)
Value$256.6K (-$553.3K)
Filed 2026-11-05
Addison Advisors LLC
DECREASED
Shares502 from 509
Change-7 (-1%)
Value$256.7K (-$111.3K)
Filed 2026-11-06
PTM Wealth Management, LLC
INCREASED
Shares502 from 501
Change+1 (+0%)
Value$266.1K (-$2.7K)
Filed 2026-10-23
St. Louis Financial Planners Asset Management, LLC
NEW
Shares501
Change+501
Value$211.1K
Filed 2026-10-16
Sterling Investment Advisors, Ltd.
DECREASED
Shares501 from 551
Change-50 (-9%)
Value$256.2K (-$142.2K)
Filed 2026-10-27
High Note Wealth, LLC
INCREASED
Shares501 from 454
Change+47 (+10%)
Value$256.2K (-$72.0K)
Filed 2026-10-27
John G Ullman & Associates Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$255.7K (-$105.8K)
Filed 2026-11-04
Mustard Seed Financial, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$255.7K (-$105.8K)
Filed 2026-10-30
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$255.7K (-$105.8K)
Filed 2026-10-09
Reik & Co., LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$255.7K (-$105.8K)
Filed 2026-10-27
Flagstone Financial Management
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$255.2K (-$105.6K)
Filed 2026-11-05
Pettinga Financial Advisors LLC
INCREASED
Shares498 from 490
Change+8 (+2%)
Value$254.9K (-$99.5K)
Filed 2026-10-13
Abner Herrman & Brock LLC
NEW
Shares497
Change+497
Value$254.0K
Filed 2026-10-20
Key FInancial Inc
INCREASED
Shares497 from 434
Change+63 (+15%)
Value$254.2K (-$59.6K)
Filed 2026-11-02
Verity Asset Management, Inc.
INCREASED
Shares496 from 437
Change+59 (+14%)
Value$253.6K (-$62.6K)
Filed 2026-10-30
GSG Advisors LLC
INCREASED
Shares493 from 441
Change+52 (+12%)
Value$252.1K (-$66.7K)
Filed 2026-11-03
Bayban
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$356.4K ($0)
Filed 2026-11-05
Shakespeare Wealth Management, LLC
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$249.0K (-$103.1K)
Filed 2026-10-28
Uptick Partners, LLC
INCREASED
Shares485 from 400
Change+85 (+21%)
Value$247.9K (-$41.6K)
Filed 2026-11-04
Kellett Wealth Advisors, LLC
DECREASED
Shares485 from 499
Change-14 (-3%)
Value$248.0K (-$112.8K)
Filed 2026-10-15
Vaquero Private Wealth, LTD
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$248.0K (-$102.6K)
Filed 2026-10-27
Western Pacific Wealth Management, LP
INCREASED
Shares483 from 168
Change+315 (+188%)
Value$247.0K (+$125.5K)
Filed 2026-10-16
Clearview Wealth Management LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$223.8K (-$124.7K)
Filed 2026-10-16
Echo45 Advisors LLC
INCREASED
Shares481 from 415
Change+66 (+16%)
Value$245.9K (-$54.1K)
Filed 2026-10-07
Sterling Wealth Management, Inc.
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$246.0K (-$101.8K)
Filed 2026-10-23
Parkway Wealth Management Group, LLC
DECREASED
Shares477 from 512
Change-35 (-7%)
Value$243.9K (-$126.2K)
Filed 2026-10-20
Albion Financial Group
DECREASED
Shares476 from 548
Change-72 (-13%)
Value$243.2K (-$153.0K)
Filed 2026-10-21
Jacksonville Wealth Management, LLC
DECREASED
Shares475 from 625
Change-150 (-24%)
Value$243.2K (-$209.1K)
Filed 2026-10-30
Affinity Capital Advisors, LLC
NEW
Shares474
Change+474
Value$240.3K
Filed 2026-10-13
Realta Investment Advisors
DECREASED
Shares473 from 518
Change-45 (-9%)
Value$241.7K (-$132.5K)
Filed 2026-10-14
Gordian Advisors LLC
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$241.9K (-$100.1K)
Filed 2026-10-30
Latitude Advisors, LLC
INCREASED
Shares472 from 433
Change+39 (+9%)
Value$241.3K (-$72.1K)
Filed 2026-10-27
Hobart Private Capital, LLC
INCREASED
Shares471 from 400
Change+71 (+18%)
Value$240.9K (-$48.3K)
Filed 2026-10-19
RVW Wealth, LLC
INCREASED
Shares471 from 464
Change+7 (+2%)
Value$240.9K (-$94.6K)
Filed 2026-10-06
Onyx Bridge Wealth Group LLC
DECREASED
Shares470 from 516
Change-46 (-9%)
Value$240.3K (-$132.8K)
Filed 2026-10-16
Brady Family Wealth, LLC
NEW
Shares469
Change+469
Value$239.8K
Filed 2026-11-02
Mader & Shannon Wealth Management, Inc.
INCREASED
Shares469 from 430
Change+39 (+9%)
Value$239.8K (-$71.1K)
Filed 2026-11-02
Alchemi Wealth, LLC
DECREASED
Shares469 from 494
Change-25 (-5%)
Value$239.8K (-$117.8K)
Filed 2026-11-04
Spectrum Planning & Advisory Services Inc.
NEW
Shares465
Change+465
Value$238.0K
Filed 2026-11-05
Black Diamond Financial, LLC
INCREASED
Shares465 from 325
Change+140 (+43%)
Value$238.2K (+$2.8K)
Filed 2026-10-26
Nottingham Advisors, Inc.
DECREASED
Shares465 from 547
Change-82 (-15%)
Value$246.1K (-$41.4K)
Filed 2026-10-29
Elm3 Financial Group, LLC
DECREASED
Shares465 from 478
Change-13 (-3%)
Value$238.0K (-$107.9K)
Filed 2026-10-07
Cowa, LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$237.8K (-$98.4K)
Filed 2026-10-30
waypoint wealth counsel
INCREASED
Shares462 from 429
Change+33 (+8%)
Value$236.2K (-$73.9K)
Filed 2026-10-22
Councilmark Asset Management, LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$235.2K (-$97.3K)
Filed 2026-10-20
Semus Wealth Partners LLC
DECREASED
Shares456 from 479
Change-23 (-5%)
Value$233.4K (-$113.0K)
Filed 2026-10-22
Johnson & White Wealth Management, LLC
DECREASED
Shares454 from 610
Change-156 (-26%)
Value$232.2K (-$208.9K)
Filed 2026-11-03
Goldstein Advisors, LLC
INCREASED
Shares454 from 301
Change+153 (+51%)
Value$232.2K (+$14.5K)
Filed 2026-10-15
Tradewinds Capital Management, LLC
DECREASED
Shares454 from 468
Change-14 (-3%)
Value$232.2K (-$106.2K)
Filed 2026-10-23
Amplius Wealth Advisors, LLC
INCREASED
Shares453 from 316
Change+137 (+43%)
Value$231.7K (+$3.2K)
Filed 2026-10-20
United Bank
DECREASED
Shares452 from 575
Change-123 (-21%)
Value$231.1K (-$184.6K)
Filed 2026-11-06
Benedict Financial Advisors Inc
DECREASED
Shares452 from 473
Change-21 (-4%)
Value$231.1K (-$111.2K)
Filed 2026-10-07
Wheelhouse Advisory Group LLC
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$231.3K (-$95.4K)
Filed 2026-10-20
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$231.1K (-$95.7K)
Filed 2026-10-22
Schmidt P J Investment Management Inc
NEW
Shares450
Change+450
Value$230.1K
Filed 2026-11-02
Hoey Investments, Inc
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$230.1K (-$95.2K)
Filed 2026-10-29
Global Wealth Strategies & Associates
INCREASED
Shares446 from 407
Change+39 (+10%)
Value$228.1K (-$66.2K)
Filed 2026-10-02
Hunter Associates Investment Management LLC
DECREASED
Shares446 from 466
Change-20 (-4%)
Value$228.0K (-$108.0K)
Filed 2026-10-26
Greenup Street Wealth Management LLC
INCREASED
Shares446 from 426
Change+20 (+5%)
Value$228.2K (-$80.1K)
Filed 2026-10-28
IAG Wealth Partners, LLC
INCREASED
Shares446 from 445
Change+1 (+0%)
Value$227.8K (-$94.0K)
Filed 2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$227.6K (-$94.2K)
Filed 2026-10-14
First Merchants Corp
INCREASED
Shares444 from 441
Change+3 (+1%)
Value$227.1K (-$91.8K)
Filed 2026-10-15
WP Advisors, LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$227.4K (-$93.7K)
Filed 2026-10-22
Liberty Capital Management, Inc.
DECREASED
Shares443 from 447
Change-4 (-1%)
Value$226.5K (-$96.6K)
Filed 2026-11-02
Praetorian Wealth Management, Inc.
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$226.5K (-$93.7K)
Filed 2026-10-16
Chemistry Wealth Management LLC
INCREASED
Shares441 from 407
Change+34 (+8%)
Value$225.5K (-$68.7K)
Filed 2026-10-16
MSH Capital Advisors LLC
INCREASED
Shares441 from 411
Change+30 (+7%)
Value$225.8K (-$71.6K)
Filed 2026-11-03
Commerce Advisors, LLC
DECREASED
Shares441 from 445
Change-4 (-1%)
Value$225.5K (-$96.2K)
Filed 2026-10-19
Sierra Ocean, LLC
DECREASED
Shares440 from 445
Change-5 (-1%)
Value$225.0K (-$96.7K)
Filed 2026-11-03
Vericrest Private Wealth
DECREASED
Shares438 from 448
Change-10 (-2%)
Value$224.0K (-$99.9K)
Filed 2026-10-21
Essex Bank
DECREASED
Shares438 from 444
Change-6 (-1%)
Value$224.0K (-$97.0K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares437 from 479
Change-42 (-9%)
Value$223.6K (-$122.9K)
Filed 2026-10-14
Balance Wealth Partners LLC
DECREASED
Shares437 from 452
Change-15 (-3%)
Value$223.3K (-$103.5K)
Filed 2026-10-27
Astra Wealth Partners LLC
INCREASED
Shares436 from 418
Change+18 (+4%)
Value$223.0K (-$79.3K)
Filed 2026-11-06
Compass Financial Group, Inc.
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$223.0K (-$92.3K)
Filed 2026-11-06
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares435 from 515
Change-80 (-16%)
Value$222.5K (-$149.9K)
Filed 2026-10-14
TL Private Wealth
DECREASED
Shares435 from 442
Change-7 (-2%)
Value$216.2K (-$29.1K)
Filed 2026-10-13
Impact Investors, Inc
DECREASED
Shares434 from 2,012
Change-1,578 (-78%)
Value$221.9K (-$1.2M)
Filed 2026-11-02
Coyle Financial Counsel LLC
DECREASED
Shares431 from 449
Change-18 (-4%)
Value$220.4K (-$104.2K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
DECREASED
Shares431 from 434
Change-3 (-1%)
Value$220.4K (-$93.4K)
Filed 2026-10-09
Evansbrook LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$219.9K (-$91.0K)
Filed 2026-10-16
Bourgeon Capital Management LLC
NEW
Shares429
Change+429
Value$219.4K
Filed 2026-10-19
Mach-1 Financial Group, LLC
NEW
Shares428
Change+428
Value$218.9K
Filed 2026-11-06
Smith Shellnut Wilson LLC
DECREASED
Shares428 from 533
Change-105 (-20%)
Value$218.9K (-$166.5K)
Filed 2026-10-21
Petros Family Wealth, LLC
INCREASED
Shares428 from 412
Change+16 (+4%)
Value$218.9K (-$79.0K)
Filed 2026-10-28
Gleason Group, Inc.
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$218.7K (-$91.0K)
Filed 2026-10-15
Auxano Advisors, LLC
DECREASED
Shares427 from 520
Change-93 (-18%)
Value$218.4K (-$157.6K)
Filed 2026-11-06
Fermata Advisors, LLC
INCREASED
Shares426 from 334
Change+92 (+28%)
Value$218.0K (-$23.7K)
Filed 2026-10-13
Cornerstone Planning Group LLC
INCREASED
Shares425 from 418
Change+7 (+2%)
Value$215.3K (-$16.5K)
Filed 2026-10-16
Retirement Planning Co of New England, Inc.
INCREASED
Shares425 from 424
Change+1 (+0%)
Value$217.3K (-$88.9K)
Filed 2026-10-15
NavPoint Financial, Inc.
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$216.8K (-$89.7K)
Filed 2026-10-21
Tranquility Partners, LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$216.3K (-$89.5K)
Filed 2026-10-20
Rinkey Investments
DECREASED
Shares422 from 622
Change-200 (-32%)
Value$215.8K (-$233.9K)
Filed 2026-10-28
Embree Financial Group
INCREASED
Shares420 from 415
Change+5 (+1%)
Value$214.8K (-$85.3K)
Filed 2026-10-22
Aurora Investment Managers, Llc.
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$214.0K (-$89.0K)
Filed 2026-10-15
J.M. Arbour, LLC
INCREASED
Shares418 from 354
Change+64 (+18%)
Value$213.8K (-$42.2K)
Filed 2026-11-05
Vista Capital Partners, Inc.
INCREASED
Shares416 from 398
Change+18 (+5%)
Value$212.7K (-$75.0K)
Filed 2026-11-06
Retirement Wealth Solutions LLC
INCREASED
Shares415 from 380
Change+35 (+9%)
Value$212.2K (-$62.5K)
Filed 2026-10-07
XY Planning Network, Inc.
INCREASED
Shares413 from 327
Change+86 (+26%)
Value$211.4K (-$25.3K)
Filed 2026-10-14
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares413 from 441
Change-28 (-6%)
Value$211.2K (-$107.6K)
Filed 2026-10-29
Trilogy Capital Inc.
INCREASED
Shares411 from 379
Change+32 (+8%)
Value$210.4K (-$63.6K)
Filed 2026-10-20
Turning Point Benefit Group, Inc.
DECREASED
Shares411 from 419
Change-8 (-2%)
Value$217.5K (-$83.6K)
Filed 2026-10-28
M.E. Allison & Co., Inc.
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$209.7K (-$86.8K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$209.2K (-$86.5K)
Filed 2026-11-03
ADE, LLC
INCREASED
Shares407 from 400
Change+7 (+2%)
Value$208.1K (-$81.1K)
Filed 2026-10-29
Sentinel Pension Advisors, LLC
NEW
Shares405
Change+405
Value$207.1K
Filed 2026-11-02
Arlington Financial Advisors, LLC
INCREASED
Shares405 from 401
Change+4 (+1%)
Value$206.9K (-$83.1K)
Filed 2026-10-19
Hennessy Advisors Inc
DECREASED
Shares404 from 7,434
Change-7,030 (-95%)
Value$206.6K (-$5.2M)
Filed 2026-10-28
ACT Advisors, Llc.
INCREASED
Shares404 from 351
Change+53 (+15%)
Value$206.5K (-$47.1K)
Filed 2026-10-15
Opal Wealth Advisors, LLC
INCREASED
Shares404 from 383
Change+21 (+5%)
Value$206.5K (-$70.2K)
Filed 2026-10-16
Well Done, LLC
DECREASED
Shares403 from 486
Change-83 (-17%)
Value$206.1K (-$145.3K)
Filed 2026-10-20
WBH Advisory Inc
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$206.1K (-$85.3K)
Filed 2026-11-05
Mokosak Advisory Group, LLC
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$205.8K (-$84.8K)
Filed 2026-10-20
True Link Financial Advisors, LLC
DECREASED
Shares401 from 461
Change-60 (-13%)
Value$205.1K (-$128.2K)
Filed 2026-10-27
apricus wealth, LLC
NEW
Shares400
Change+400
Value$204.6K
Filed 2026-10-26
Griffin Asset Management, Inc.
DECREASED
Shares400 from 467
Change-67 (-14%)
Value$204.6K (-$133.1K)
Filed 2026-10-22
BancFirst Trust & Investment Management
DECREASED
Shares400 from 427
Change-27 (-6%)
Value$204.8K (-$91.8K)
Filed 2026-10-30
Whipplewood Advisors, LLC
DECREASED
Shares400 from 419
Change-19 (-5%)
Value$204.6K (-$98.4K)
Filed 2026-10-20
AK Global Asset Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$204.6K (-$84.6K)
Filed 2026-10-27
Zeit Capital LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$204.6K (-$84.6K)
Filed 2026-10-19
Groesbeck Investment Management Corp
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$205.0K (-$84.0K)
Filed 2026-10-26
BKM Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$204.6K (-$84.6K)
Filed 2026-10-22
Madden Securities Corp
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$204.6K (-$84.6K)
Filed 2026-10-27
Master's Wealth Management Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$204.3K (-$84.5K)
Filed 2026-10-22
PFC Capital Group, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$204.6K (-$84.4K)
Filed 2026-11-06
Cherry Creek Investment Advisors, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$204.6K (-$84.6K)
Filed 2026-10-14
Prodigy Asset Management LLC
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$204.1K (-$84.5K)
Filed 2026-10-28
Infinity Wealth Counsel, LLC
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$203.5K (-$84.2K)
Filed 2026-10-15
GFG Capital, LLC
DECREASED
Shares396 from 745
Change-349 (-47%)
Value$202.5K (-$336.1K)
Filed 2026-10-16
Highline Wealth Partners LLC
INCREASED
Shares393 from 221
Change+172 (+78%)
Value$201.2K (+$41.1K)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares387 from 381
Change+6 (+2%)
Value$197.9K (-$77.3K)
Filed 2026-10-26
Castle Rock Wealth Management, LLC
DECREASED
Shares380 from 391
Change-11 (-3%)
Value$201.5K (-$53.0K)
Filed 2026-10-09
Olistico Wealth, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$194.3K (-$80.4K)
Filed 2026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares377 from 752
Change-375 (-50%)
Value$192.8K (-$350.9K)
Filed 2026-10-14
Syntax Research, Inc.
DECREASED
Shares367 from 492
Change-125 (-25%)
Value$187.4K (-$168.3K)
Filed 2026-11-04
Horizon Financial Services, LLC
DECREASED
Shares364 from 414
Change-50 (-12%)
Value$186.1K (-$113.2K)
Filed 2026-11-04
Markowski Investments
DECREASED
Shares359 from 373
Change-14 (-4%)
Value$183.6K (-$85.8K)
Filed 2026-10-30
Fortitude Family Office, LLC
INCREASED
Shares358 from 312
Change+46 (+15%)
Value$183.1K (-$42.5K)
Filed 2026-10-14
Rational Advisors, Inc.
INCREASED
Shares352 from 300
Change+52 (+17%)
Value$180.0K (-$36.9K)
Filed 2026-11-02
Armstrong Advisory Group, Inc
DECREASED
Shares350 from 355
Change-5 (-1%)
Value$179.0K (-$77.7K)
Filed 2026-10-09
Intelligent Financial Strategies
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$178.5K (-$73.9K)
Filed 2026-10-16
Waystone Advisors LLC
DECREASED
Shares347 from 357
Change-10 (-3%)
Value$250.9K (-$7.2K)
Filed 2026-10-16
Bare Financial Services, Inc
DECREASED
Shares347 from 349
Change-2 (-1%)
Value$177.4K (-$74.9K)
Filed 2026-11-04
Financial Consulate, Inc
INCREASED
Shares346 from 331
Change+15 (+5%)
Value$176.9K (-$62.4K)
Filed 2026-10-23
Wealth Analytics Partners, LLC
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$172.3K (-$28.4K)
Filed 2026-10-19
Cambridge Financial Group, LLC
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$243.7K ($0)
Filed 2026-10-06
Covestor Ltd
DECREASED
Shares327 from 339
Change-12 (-4%)
Value$167.0K (-$78.0K)
Filed 2026-10-30
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$163.6K (-$67.7K)
Filed 2026-10-30
Ares Financial Consulting, LLC
INCREASED
Shares314 from 300
Change+14 (+5%)
Value$160.6K (-$56.3K)
Filed 2026-10-19
Towne Trust Company, N.a
INCREASED
Shares306 from 175
Change+131 (+75%)
Value$156.5K (+$30.0K)
Filed 2026-10-28
Ashurst Perkins Coie Trust Co
INCREASED
Shares297 from 287
Change+10 (+3%)
Value$151.9K (-$55.6K)
Filed 2026-10-15
WPG Advisers, LLC
INCREASED
Shares296 from 271
Change+25 (+9%)
Value$151.4K (-$44.6K)
Filed 2026-10-27
Joseph Group Capital Management
INCREASED
Shares296 from 294
Change+2 (+1%)
Value$151.4K (-$61.2K)
Filed 2026-11-04
William Mack & Associates, Inc.
DECREASED
Shares286 from 438
Change-152 (-35%)
Value$146.3K (-$170.4K)
Filed 2026-10-27
James T. Borello RIA
INCREASED
Shares281 from 267
Change+14 (+5%)
Value$143.7K (-$49.3K)
Filed 2026-10-16
RMG Wealth Management LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$105.2K (-$46.6K)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
INCREASED
Shares275 from 202
Change+73 (+36%)
Value$140.6K (-$5.4K)
Filed 2026-10-28
Disciplina Capital Management LLC
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$139.5K (-$57.5K)
Filed 2026-11-06
MidAtlantic Capital Management, Inc.
NEW
Shares272
Change+272
Value$139.1K
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
INCREASED
Shares265 from 264
Change+1 (+0%)
Value$135.4K (-$55.8K)
Filed 2026-10-15
Davis Capital Management
DECREASED
Shares261 from 306
Change-45 (-15%)
Value$133.5K (-$87.8K)
Filed 2026-10-08
Noble Wealth Management PBC
INCREASED
Shares257 from 254
Change+3 (+1%)
Value$131.4K (-$52.2K)
Filed 2026-10-01
Compound Global Advisors, LLC
INCREASED
Shares250 from 40
Change+210 (+525%)
Value$127.8K (+$98.9K)
Filed 2026-10-20
Richardson Financial Services Inc.
DECREASED
Shares250 from 275
Change-25 (-9%)
Value$127.8K (-$71.0K)
Filed 2026-10-30
City Holding Co
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$127.3K (-$52.7K)
Filed 2026-10-19
Pittenger & Anderson Inc
INCREASED
Shares242 from 212
Change+30 (+14%)
Value$123.8K (-$29.5K)
Filed 2026-11-02
Monetary Solutions, Ltd
INCREASED
Shares237 from 236
Change+1 (+0%)
Value$121.2K (-$49.4K)
Filed 2026-10-22
Gables Capital Management Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$117.6K (-$48.7K)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares226 from 12
Change+214 (+1783%)
Value$115.6K (+$106.9K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares224
Change+224
Value$114.6K
Filed 2026-10-19
True Wealth Design, LLC
DECREASED
Shares224 from 231
Change-7 (-3%)
Value$114.6K (-$52.5K)
Filed 2026-10-13
Quaker Wealth Management, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$112.5K (-$46.6K)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares219 from 180
Change+39 (+22%)
Value$112.0K (-$18.1K)
Filed 2026-10-26
First United Bank & Trust
DECREASED
Shares219 from 226
Change-7 (-3%)
Value$112.0K (-$51.4K)
Filed 2026-10-22
Redwood Park Advisors LLC
INCREASED
Shares218 from 5
Change+213 (+4260%)
Value$111.5K (+$107.9K)
Filed 2026-11-02
Smallwood Wealth Investment Management, LLC
INCREASED
Shares210 from 203
Change+7 (+3%)
Value$107.4K (-$39.4K)
Filed 2026-10-30
Miller Wealth Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$102.3K (-$42.3K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares197 from 195
Change+2 (+1%)
Value$100.9K (-$40.3K)
Filed 2026-10-14
Avion Wealth
DECREASED
Shares194 from 203
Change-9 (-4%)
Value$99.0K (-$47.0K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares192
Change+192
Value$98.2K
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares190 from 8,938
Change-8,748 (-98%)
Value$97.2K (-$6.4M)
Filed 2026-10-29
IFS Advisors, LLC
NEW
Shares188
Change+188
Value$96.2K
Filed 2026-10-14
IMG Wealth Management, Inc.
INCREASED
Shares184 from 183
Change+1 (+1%)
Value$94.1K (-$38.2K)
Filed 2026-10-27
CGC Financial Services, LLC
DECREASED
Shares172 from 192
Change-20 (-10%)
Value$88.0K (-$50.9K)
Filed 2026-10-13
Northstar Asset Management Co
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$66.7K (-$20.8K)
Filed 2026-10-22
Next Level Wealth Planning, LLC
NEW
Shares162
Change+162
Value$82.8K
Filed 2026-10-29
Birch Financial Group, LLC
NEW
Shares155
Change+155
Value$79.1K
Filed 2026-10-27
Essential Partners LLC
DECREASED
Shares152 from 183
Change-31 (-17%)
Value$77.7K (-$54.6K)
Filed 2026-10-14
AXS Investments LLC
DECREASED
Shares147 from 175
Change-28 (-16%)
Value$75.2K (-$51.4K)
Filed 2026-11-04
Matrix Trust Co
INCREASED
Shares140 from 77
Change+63 (+82%)
Value$72.0K (+$16.0K)
Filed 2026-10-07
First Premier Bank
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$71.0K (-$29.0K)
Filed 2026-10-13
Valued Wealth Advisors LLC
DECREASED
Shares136 from 190
Change-54 (-28%)
Value$69.6K (-$67.8K)
Filed 2026-11-05
First Financial Corp
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$69.5K (-$28.8K)
Filed 2026-10-13
Banque de Luxembourg S.A.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$68.5K (-$28.4K)
Filed 2026-10-14
Polaris Financial Partners
NEW
Shares132
Change+132
Value$67
Filed 2026-10-02
Gen-Wealth Partners Inc
INCREASED
Shares129 from 55
Change+74 (+135%)
Value$65.8K (+$26.0K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED
Shares126 from 110
Change+16 (+15%)
Value$64.4K (-$15.1K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
INCREASED
Shares124 from 93
Change+31 (+33%)
Value$63.4K (-$3.8K)
Filed 2026-10-07
Bfsg, LLC
INCREASED
Shares121 from 100
Change+21 (+21%)
Value$61.9K (-$10.4K)
Filed 2026-10-30
Trifecta Capital Advisors, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$61.9K (-$25.6K)
Filed 2026-10-21
Costello Asset Management, Inc
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$61.4K (-$25.4K)
Filed 2026-10-30
Clean Yield Group
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$59.3K (-$24.5K)
Filed 2026-10-28
CKW Financial Group
INCREASED
Shares115 from 100
Change+15 (+15%)
Value$61 (-$4)
Filed 2026-10-29
Torren Management, LLC
DECREASED
Shares114 from 116
Change-2 (-2%)
Value$58.5K (-$25.6K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
DECREASED
Shares110 from 121
Change-11 (-9%)
Value$56.2K (-$31.1K)
Filed 2026-11-04
Marquette Asset Management, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$55.2K (-$22.9K)
Filed 2026-10-09
Mascoma Wealth Management LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$55.2K (-$22.9K)
Filed 2026-10-23
Legacy Bridge, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$52.2K (-$21.6K)
Filed 2026-10-28
Transce3nd, LLC
DECREASED
Shares97 from 138
Change-41 (-30%)
Value$39.7K (-$43.5K)
Filed 2026-10-26
Proathlete Wealth Management LLC
INCREASED
Shares96 from 7
Change+89 (+1271%)
Value$49.1K (+$44.0K)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
NEW
Shares93
Change+93
Value$47.6K
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$47.6K (-$19.7K)
Filed 2026-10-26
DT Investment Partners, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$47.0K (-$19.5K)
Filed 2026-10-27
Atwood & Palmer Inc
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$46.0K (-$19.0K)
Filed 2026-10-08
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$44.0K (-$18.2K)
Filed 2026-10-28
Hurley Capital, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$43.7K (-$18.0K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED
Shares84 from 52
Change+32 (+62%)
Value$43.0K (+$5.5K)
Filed 2026-11-02
Financial Freedom, LLC
NEW
Shares83
Change+83
Value$42.5K
Filed 2026-11-06
Burk Holdings LLC
INCREASED
Shares82 from 48
Change+34 (+71%)
Value$41.9K (+$7.2K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
NEW
Shares77
Change+77
Value$39.0K
Filed 2026-10-22
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares76 from 81
Change-5 (-6%)
Value$39.1K (-$19.7K)
Filed 2026-10-28
Alpine Bank Wealth Management
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$35.8K (-$14.8K)
Filed 2026-10-16
Old Second National Bank of Aurora
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$33.2K (-$13.8K)
Filed 2026-10-22
Bayforest Capital Ltd
NEW
Shares61
Change+61
Value$31.2K
Filed 2026-11-03
Aspect Partners, LLC
DECREASED
Shares61 from 75
Change-14 (-19%)
Value$31.2K (-$23.0K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares61 from 66
Change-5 (-8%)
Value$31.2K (-$16.5K)
Filed 2026-10-16
Dakota Community Bank & Trust NA
NEW
Shares60
Change+60
Value$30.7K
Filed 2026-10-09
Tompkins Financial Corp
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$30.2K (-$12.5K)
Filed 2026-10-05
United Financial Planning Group LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$29.7K (-$12.3K)
Filed 2026-11-04
Coston, McIsaac & Partners
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$29.7K (+$29.6K)
Filed 2026-11-06
Accordant Advisory Group Inc
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$28.6K (-$11.9K)
Filed 2026-10-29
Clark Wealth Partners
INCREASED
Shares54 from 46
Change+8 (+17%)
Value$27.6K (-$5.6K)
Filed 2026-10-19
Piscataqua Savings Bank
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$27.1K (-$11.2K)
Filed 2026-10-21
Acumen Wealth Advisors, LLC
NEW
Shares51
Change+51
Value$26.1K
Filed 2026-11-05
Planning Strategies Inc.
INCREASED
Shares51 from 47
Change+4 (+9%)
Value$26.1K (-$7.9K)
Filed 2026-10-02
NorthAvenue LLC
DECREASED
Shares50 from 61
Change-11 (-18%)
Value$25.6K (-$18.8K)
Filed 2026-10-29
Holos Integrated Wealth LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$20.7K (-$7.1K)
Filed 2026-10-23
Signature Resources Capital Management, LLC
DECREASED
Shares49 from 62
Change-13 (-21%)
Value$25.1K (-$19.8K)
Filed 2026-10-16
Fairway Wealth LLC
INCREASED
Shares47 from 42
Change+5 (+12%)
Value$24.0K (-$6.3K)
Filed 2026-10-30
Ameliora Wealth Management Ltd.
NEW
Shares45
Change+45
Value$23.0K
Filed 2026-10-23
10Elms LLP
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$23.0K (-$9.5K)
Filed 2026-11-06
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$23.0K (-$9.5K)
Filed 2026-10-27
Kingdom Financial Group Llc.
INCREASED
Shares44 from 34
Change+10 (+29%)
Value$22.6K (-$2.1K)
Filed 2026-11-04
Downshift Financial, LLC
INCREASED
Shares43 from 40
Change+3 (+8%)
Value$22.0K (-$6.9K)
Filed 2026-10-13
Hager Investment Management Services, LLC
DECREASED
Shares42 from 600
Change-558 (-93%)
Value$21.5K (-$412.3K)
Filed 2026-11-04
PFS Partners, LLC
INCREASED
Shares42 from 4
Change+38 (+950%)
Value$21.5K (+$18.6K)
Filed 2026-10-21
Glynn Capital Management LLC
DECREASED
Shares42 from 50
Change-8 (-16%)
Value$21.5K (-$14.7K)
Filed 2026-10-07
Wormser Freres Gestion
DECREASED
Shares40 from 44
Change-4 (-9%)
Value$20.5K (-$11.4K)
Filed 2026-10-21
American Capital Advisory, LLC
DECREASED
Shares38 from 46
Change-8 (-17%)
Value$19.4K (-$13.8K)
Filed 2026-10-28
Entrust Financial LLC
INCREASED
Shares36 from 23
Change+13 (+57%)
Value$18.4K (+$1.8K)
Filed 2026-11-04
Main Street Group, LTD
INCREASED
Shares36 from 34
Change+2 (+6%)
Value$18.4K (-$6.2K)
Filed 2026-10-28
Bank & Trust Co
NEW
Shares35
Change+35
Value$17.9K
Filed 2026-10-07
Security National Bank
INCREASED
Shares34 from 32
Change+2 (+6%)
Value$17.4K (-$5.7K)
Filed 2026-10-26
KFG LLC
NEW
Shares33
Change+33
Value$16.9K
Filed 2026-11-02
Cornerstone National Bank & Trust Co
NEW
Shares32
Change+32
Value$16.9K
Filed 2026-10-20
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares32 from 43
Change-11 (-26%)
Value$16.4K (-$14.7K)
Filed 2026-10-07
StrongBox Wealth, LLC
DECREASED
Shares31 from 48
Change-17 (-35%)
Value$15.9K (-$18.9K)
Filed 2026-11-02
Phillip James Consulting Co.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$15.9K (-$6.6K)
Filed 2026-11-03
Canton Hathaway, LLC
NEW
Shares29
Change+29
Value$14.8K
Filed 2026-10-23
Hickory Point Bank & Trust
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$14.3K (-$5.9K)
Filed 2026-10-01
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$26.1K (-$10.8K)
Filed 2026-10-19
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$14.3K (-$5.9K)
Filed 2026-11-03
Roxbury Financial LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$14.3K (-$5.9K)
Filed 2026-10-01
DeDora Capital, Inc.
NEW
Shares27
Change+27
Value$13.8K
Filed 2026-10-26
Strategic Advocates LLC
INCREASED
Shares27 from 2
Change+25 (+1250%)
Value$13.8K (+$12.4K)
Filed 2026-11-03
Align Financial, LLC
INCREASED
Shares27 from 20
Change+7 (+35%)
Value$13.8K (-$653)
Filed 2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$13.8K (-$5.7K)
Filed 2026-10-23
Carolina Wealth Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$12.8K (-$5.3K)
Filed 2026-10-23
Activest Wealth Management
DECREASED
Shares24 from 50
Change-26 (-52%)
Value$12.3K (-$23.9K)
Filed 2026-10-15
Winch Advisory Services, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$11.7K (-$4.8K)
Filed 2026-11-06
Kings Path Partners LLC
NEW
Shares22
Change+22
Value$11.3K
Filed 2026-10-21
Three Bridge Wealth Advisors, LLC
NEW
Shares21
Change+21
Value$10.7K
Filed 2026-11-05
New England Capital Financial Advisors LLC
DECREASED
Shares21 from 24
Change-3 (-12%)
Value$10.5K (-$6.5K)
Filed 2026-11-03
Kozak & Associates, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$8.3K (-$4.7K)
Filed 2026-10-29
180 GPS Investments IC Ltd
NEW
Shares18
Change+18
Value$9.2K
Filed 2026-11-06
Putney Financial Group LLC
NEW
Shares15
Change+15
Value$7.7K
Filed 2026-10-30
Barrett & Company, Inc.
NEW
Shares15
Change+15
Value$7.7K
Filed 2026-10-22
Navigoe, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$7 (-$3)
Filed 2026-11-04
WestEnd Advisors, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$7.2K (-$3.0K)
Filed 2026-10-27
Fairman Group, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$7.2K (-$3.0K)
Filed 2026-10-26
Maseco LLP
NEW
Shares13
Change+13
Value$6.7K
Filed 2026-10-27
PayPay Securities Corp
DECREASED
Shares13 from 20
Change-7 (-35%)
Value$6.6K (-$7.8K)
Filed 2026-10-27
Trust Co
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$6.6K (-$2.8K)
Filed 2026-10-09
Birchwood Financial Partners, Inc.
NEW
Shares12
Change+12
Value$6.1K
Filed 2026-11-02
Gladstone Capital Management LLP
DECREASED
Shares10 from 4,360
Change-4,350 (-100%)
Value$5.1K (-$3.1M)
Filed 2026-11-06
Advocate Investing Services LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$5.1K (-$2.1K)
Filed 2026-10-26
GoalVest Advisory LLC
DECREASED
Shares8 from 10
Change-2 (-20%)
Value$4.1K (-$3.1K)
Filed 2026-10-02
William B. Walkup & Associates, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$3.6K (-$1.5K)
Filed 2026-11-05
Louisbourg Investments Inc.
DECREASED
Shares5 from 10
Change-5 (-50%)
Value$2.6K (-$4.7K)
Filed 2026-10-20
POM Investment Strategies, LLC
DECREASED
Shares5 from 8
Change-3 (-37%)
Value$2.6K (-$3.2K)
Filed 2026-10-20
Sunrise Financial Services, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.6K (-$1.1K)
Filed 2026-10-21
Lloyd Advisory Services, Llc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.1K (-$821)
Filed 2026-11-02
3 Factor Indexing, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.5K (-$634)
Filed 2026-10-15
Breakwater Investment Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.5K (-$634)
Filed 2026-10-20
RHL Group, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.5K (-$635)
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$1.0K (+$301)
Filed 2026-10-14
Maryland Capital Advisors Inc.
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$512 (-$934)
Filed 2026-10-15
Egerton Capital (UK) LLP
CLOSED
Shares0 from 521,065
Change-521,065 (-100%)
Value$0 (-$376.7M)
Filed 2026-10-20
WT Asset Management Ltd
CLOSED
Shares0 from 371,798
Change-371,798 (-100%)
Value$0 (-$268.8M)
Filed 2026-10-28
Diversified Trust Co
CLOSED
Shares0 from 37,277
Change-37,277 (-100%)
Value$0 (-$27.0M)
Filed 2026-11-06
Simplex Trading, LLC
CLOSED
Shares0 from 32,303
Change-32,303 (-100%)
Value$0 (-$23.4M)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 31,530
Change-31,530 (-100%)
Value$0 (-$22.8M)
Filed 2026-11-05
Gunderson Capital Management LLC
CLOSED
Shares0 from 24,570
Change-24,570 (-100%)
Value$0 (-$17.8M)
Filed 2026-10-15
Geneva Partners, LLC
CLOSED
Shares0 from 16,410
Change-16,410 (-100%)
Value$0 (-$11.9M)
Filed 2026-10-26
Agur Provident & Training Funds Management LTD
CLOSED
Shares0 from 16,100
Change-16,100 (-100%)
Value$0 (-$109.5K)
Filed 2026-11-02
Ariose Capital Management Ltd
CLOSED
Shares0 from 14,200
Change-14,200 (-100%)
Value$0 (-$10.3M)
Filed 2026-11-02
Dara Capital US, Inc.
CLOSED
Shares0 from 12,040
Change-12,040 (-100%)
Value$0 (-$8.7M)
Filed 2026-10-29
RFG Advisory, LLC
CLOSED
Shares0 from 10,297
Change-10,297 (-100%)
Value$0 (-$7.4M)
Filed 2026-11-03
Atlatl Advisers LLC
CLOSED
Shares0 from 9,365
Change-9,365 (-100%)
Value$0 (-$6.8M)
Filed 2026-10-22
Hartline Investment Corp/
CLOSED
Shares0 from 8,385
Change-8,385 (-100%)
Value$0 (-$6.1M)
Filed 2026-10-29
WIN Advisors, Inc
CLOSED
Shares0 from 5,653
Change-5,653 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-06
GenTrust, LLC
CLOSED
Shares0 from 5,409
Change-5,409 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-06
Eulav Asset Management
CLOSED
Shares0 from 4,927
Change-4,927 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-23
Nippon Life Global Investors Americas, Inc.
CLOSED
Shares0 from 3,930
Change-3,930 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-29
CFC Planning Co LLC
CLOSED
Shares0 from 3,825
Change-3,825 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-28
Aspiriant, LLC
CLOSED
Shares0 from 3,319
Change-3,319 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-16
Capstone Capital Management Ltd
CLOSED
Shares0 from 3,064
Change-3,064 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-21
Milestone Asset Management, LLC
CLOSED
Shares0 from 2,849
Change-2,849 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-15
REX Advisers, LLC
CLOSED
Shares0 from 2,800
Change-2,800 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-08
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 2,214
Change-2,214 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-05
Absolute Capital Management, LLC
CLOSED
Shares0 from 2,025
Change-2,025 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-16
Johnson Financial Group, LLC
CLOSED
Shares0 from 1,595
Change-1,595 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Iams Wealth Management, LLC
CLOSED
Shares0 from 1,550
Change-1,550 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,496
Change-1,496 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
TT International Asset Management LTD
CLOSED
Shares0 from 1,467
Change-1,467 (-100%)
Value$0 (-$954.9K)
Filed 2026-10-30
Huntleigh Advisors, Inc.
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$939.9K)
Filed 2026-11-03
Cynosure Group, LLC
CLOSED
Shares0 from 1,275
Change-1,275 (-100%)
Value$0 (-$921.8K)
Filed 2026-11-03
Brick & Kyle, Associates
CLOSED
Shares0 from 1,212
Change-1,212 (-100%)
Value$0 (-$414.1K)
Filed 2026-11-05
Poehling Capital Management, Inc.
CLOSED
Shares0 from 1,150
Change-1,150 (-100%)
Value$0 (-$831.5K)
Filed 2026-10-20
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 1,034
Change-1,034 (-100%)
Value$0 (-$749.6K)
Filed 2026-11-05
One Wealth Capital Management, LLC
CLOSED
Shares0 from 1,031
Change-1,031 (-100%)
Value$0 (-$745.4K)
Filed 2026-10-23
Sanchez Wealth Management Group
CLOSED
Shares0 from 1,020
Change-1,020 (-100%)
Value$0 (-$737.5K)
Filed 2026-11-02
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 1,009
Change-1,009 (-100%)
Value$0 (-$729.5K)
Filed 2026-10-26
Mindset Wealth Management, LLC
CLOSED
Shares0 from 925
Change-925 (-100%)
Value$0 (-$668.8K)
Filed 2026-10-19
Sepio Capital, LP
CLOSED
Shares0 from 838
Change-838 (-100%)
Value$0 (-$605.9K)
Filed 2026-10-22
WealthBridge Capital Management, LLC
CLOSED
Shares0 from 831
Change-831 (-100%)
Value$0 (-$600.9K)
Filed 2026-10-16
Balentine LLC
CLOSED
Shares0 from 818
Change-818 (-100%)
Value$0 (-$591.4K)
Filed 2026-11-03
Chung Wu Investment Group, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$578.4K)
Filed 2026-11-03
Advisor Resource Council
CLOSED
Shares0 from 706
Change-706 (-100%)
Value$0 (-$418.5K)
Filed 2026-11-05
Simplify Asset Management Inc.
CLOSED
Shares0 from 691
Change-691 (-100%)
Value$0 (-$499.6K)
Filed 2026-10-27
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 684
Change-684 (-100%)
Value$0 (-$494.5K)
Filed 2026-10-14
A4 Wealth Advisors LLC
CLOSED
Shares0 from 683
Change-683 (-100%)
Value$0 (-$493.8K)
Filed 2026-10-20
Trace Wealth Advisors, LLC
CLOSED
Shares0 from 653
Change-653 (-100%)
Value$0 (-$472.1K)
Filed 2026-10-30
Enclave Advisors LLC
CLOSED
Shares0 from 649
Change-649 (-100%)
Value$0 (-$469.4K)
Filed 2026-10-14
Axiom Investment Management LLC
CLOSED
Shares0 from 612
Change-612 (-100%)
Value$0 (-$442.5K)
Filed 2026-11-03
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 606
Change-606 (-100%)
Value$0 (-$438.1K)
Filed 2026-10-09
Tannin Capital LLC
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$436.7K)
Filed 2026-11-05
Vestor Capital, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$84)
Filed 2026-11-04
Curbstone Financial Management Corp
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$433.8K)
Filed 2026-10-21
Rasp Wealth Solutions, LLC
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$397.8K)
Filed 2026-11-06
Austin Asset Management Co Inc
CLOSED
Shares0 from 547
Change-547 (-100%)
Value$0 (-$395.5K)
Filed 2026-10-29
Sunbeam Capital Management, LLC
CLOSED
Shares0 from 508
Change-508 (-100%)
Value$0 (-$367.1K)
Filed 2026-11-05
Meadow Creek Wealth Advisors LLC
CLOSED
Shares0 from 504
Change-504 (-100%)
Value$0 (-$364.4K)
Filed 2026-11-02
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 502
Change-502 (-100%)
Value$0 (-$362.9K)
Filed 2026-11-06
Chiron Capital Management, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$361.5K)
Filed 2026-10-15
Tilia Fiduciary Partners, Inc.
CLOSED
Shares0 from 491
Change-491 (-100%)
Value$0 (-$355.0K)
Filed 2026-10-09
VCI Wealth Management LLC
CLOSED
Shares0 from 490
Change-490 (-100%)
Value$0 (-$354.3K)
Filed 2026-10-29
Smith Chas P & Associates PA Cpas
CLOSED
Shares0 from 478
Change-478 (-100%)
Value$0 (-$345.9K)
Filed 2026-10-22
Advisortrust Partners, LLC
CLOSED
Shares0 from 476
Change-476 (-100%)
Value$0 (-$344.1K)
Filed 2026-11-02
Odyssey Capital Advisors, Inc.
CLOSED
Shares0 from 462
Change-462 (-100%)
Value$0 (-$334.1K)
Filed 2026-10-26
Gilman Hill Asset Management, LLC
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$325.4K)
Filed 2026-10-13
Corepath Wealth Partners LLC
CLOSED
Shares0 from 445
Change-445 (-100%)
Value$0 (-$253.9K)
Filed 2026-10-21
Renasant Bank
CLOSED
Shares0 from 444
Change-444 (-100%)
Value$0 (-$321.0K)
Filed 2026-11-05
IronBridge Private Wealth, LLC
CLOSED
Shares0 from 418
Change-418 (-100%)
Value$0 (-$302.2K)
Filed 2026-11-03
Walleye Partners, LLC
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$296.2K)
Filed 2026-10-13
Raab & Moskowitz Asset Management LLC
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$295.8K)
Filed 2026-11-02
Equita Financial Network, Inc.
CLOSED
Shares0 from 402
Change-402 (-100%)
Value$0 (-$290.8K)
Filed 2026-10-19
Seamount Financial Group Inc
CLOSED
Shares0 from 392
Change-392 (-100%)
Value$0 (-$283.1K)
Filed 2026-10-21
Warburton Capital Management, LLC
CLOSED
Shares0 from 391
Change-391 (-100%)
Value$0 (-$282.0K)
Filed 2026-11-06
Gerber, LLC
CLOSED
Shares0 from 390
Change-390 (-100%)
Value$0 (-$282.0K)
Filed 2026-10-21
Prosperity Planning, Inc.
CLOSED
Shares0 from 389
Change-389 (-100%)
Value$0 (-$281.2K)
Filed 2026-10-09
Heritage Investment Group, Inc.
CLOSED
Shares0 from 388
Change-388 (-100%)
Value$0 (-$280.9K)
Filed 2026-11-03
Marino, Stram & Associates LLC
CLOSED
Shares0 from 387
Change-387 (-100%)
Value$0 (-$279.8K)
Filed 2026-10-22
Nicholas Wealth, Llc.
CLOSED
Shares0 from 386
Change-386 (-100%)
Value$0 (-$279.1K)
Filed 2026-10-26
Brian LOW Financial Group, LLC
CLOSED
Shares0 from 386
Change-386 (-100%)
Value$0 (-$279.1K)
Filed 2026-10-28
Primoris Wealth Advisors, LLC
CLOSED
Shares0 from 386
Change-386 (-100%)
Value$0 (-$279.1K)
Filed 2026-10-28
Elmwood Wealth Management, Inc.
CLOSED
Shares0 from 383
Change-383 (-100%)
Value$0 (-$276.9K)
Filed 2026-10-14
Excalibur Management Corp
CLOSED
Shares0 from 383
Change-383 (-100%)
Value$0 (-$276.9K)
Filed 2026-11-02
Luminvest Wealth Management LLC
CLOSED
Shares0 from 382
Change-382 (-100%)
Value$0 (-$276.2K)
Filed 2026-10-14
Prosperity Financial Group, Inc.
CLOSED
Shares0 from 381
Change-381 (-100%)
Value$0 (-$275.7K)
Filed 2026-10-29
LifeGoal Investments, LLC
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$274.7K)
Filed 2026-10-09
Avalon Capital Management
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$274.7K)
Filed 2026-11-04
Syntegra Private Wealth Group, LLC
CLOSED
Shares0 from 379
Change-379 (-100%)
Value$0 (-$274.0K)
Filed 2026-10-13
Center for Wealth Management Advisory
CLOSED
Shares0 from 377
Change-377 (-100%)
Value$0 (-$272.6K)
Filed 2026-10-23
Norway Savings Bank
CLOSED
Shares0 from 376
Change-376 (-100%)
Value$0 (-$271.8K)
Filed 2026-10-20
Richmond Investment Services, LLC
CLOSED
Shares0 from 374
Change-374 (-100%)
Value$0 (-$270.2K)
Filed 2026-10-29
Hoge Financial Services, LLC
CLOSED
Shares0 from 371
Change-371 (-100%)
Value$0 (-$268.0K)
Filed 2026-11-05
Veltria Advisors Corp.
CLOSED
Shares0 from 366
Change-366 (-100%)
Value$0 (-$264.6K)
Filed 2026-11-05
WT Wealth Management
CLOSED
Shares0 from 366
Change-366 (-100%)
Value$0 (-$264.6K)
Filed 2026-10-13
Valley Brook Capital Group, Inc.
CLOSED
Shares0 from 365
Change-365 (-100%)
Value$0 (-$263.9K)
Filed 2026-10-26
Nolet Wealth Management, LLC
CLOSED
Shares0 from 364
Change-364 (-100%)
Value$0 (-$263.2K)
Filed 2026-10-15
Haven Capital Group, Inc.
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$260.3K)
Filed 2026-10-13
Keyes, Stange & Wooten Wealth Management, LLC
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$258.1K)
Filed 2026-11-03
Factor Wealth Management LTD
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$258.1K)
Filed 2026-10-08
Richwood Investment Advisors, LLC
CLOSED
Shares0 from 355
Change-355 (-100%)
Value$0 (-$256.7K)
Filed 2026-10-30
Riverbend Wealth Management, LLC
CLOSED
Shares0 from 352
Change-352 (-100%)
Value$0 (-$254.5K)
Filed 2026-10-15
Zinnia Wealth Advisory, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$253.1K)
Filed 2026-11-06
WealthCare Asset Management, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$253.1K)
Filed 2026-10-26
Boltwood Capital Management
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$253.1K)
Filed 2026-10-02
Paulson Wealth Management Inc.
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$252.3K)
Filed 2026-11-02
Cassia Capital Partners, LLC
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$252.3K)
Filed 2026-11-04
Manske Wealth Management
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$252.3K)
Filed 2026-10-26
Firethorn Wealth Partners, LLC
CLOSED
Shares0 from 347
Change-347 (-100%)
Value$0 (-$250.9K)
Filed 2026-10-14
NWF Advisory Services Inc.
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$249.4K)
Filed 2026-10-19
Avid Wealth Partners LLC
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$249.4K)
Filed 2026-11-03
DecisionMap Wealth Management, LLC
CLOSED
Shares0 from 344
Change-344 (-100%)
Value$0 (-$248.7K)
Filed 2026-10-29
Bernardo Wealth Planning LLC
CLOSED
Shares0 from 343
Change-343 (-100%)
Value$0 (-$248.0K)
Filed 2026-10-23
Walled Lake Planning & Wealth Management, LLC
CLOSED
Shares0 from 343
Change-343 (-100%)
Value$0 (-$248.0K)
Filed 2026-10-29
Apollon Financial, LLC
CLOSED
Shares0 from 342
Change-342 (-100%)
Value$0 (-$247.3K)
Filed 2026-10-23
Harrington Investments, Inc
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$245.8K)
Filed 2026-10-14
Demars Financial Group, LLC
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$245.8K)
Filed 2026-10-22
Cypress Capital, LLC
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$245.8K)
Filed 2026-10-20
Smith Partners Wealth Management, LLC
CLOSED
Shares0 from 337
Change-337 (-100%)
Value$0 (-$243.7K)
Filed 2026-11-05
Strata Wealth Advisors, LLC
CLOSED
Shares0 from 337
Change-337 (-100%)
Value$0 (-$243.7K)
Filed 2026-10-16
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$242.9K)
Filed 2026-10-26
Avail Investment Partners, LLC
CLOSED
Shares0 from 335
Change-335 (-100%)
Value$0 (-$242.2K)
Filed 2026-10-16
Heritage Investors Management Corp
CLOSED
Shares0 from 335
Change-335 (-100%)
Value$0 (-$242.0K)
Filed 2026-10-29
Councilor Wealth, LLC
CLOSED
Shares0 from 334
Change-334 (-100%)
Value$0 (-$241.5K)
Filed 2026-10-09
Vilga Financial Planning LLC
CLOSED
Shares0 from 333
Change-333 (-100%)
Value$0 (-$240.8K)
Filed 2026-10-09
Security Financial Services, Inc.
CLOSED
Shares0 from 333
Change-333 (-100%)
Value$0 (-$240.4K)
Filed 2026-10-29
Violich Capital Management, Inc.
CLOSED
Shares0 from 332
Change-332 (-100%)
Value$0 (-$240.0K)
Filed 2026-10-05
Beacon Capital Management, LLC
CLOSED
Shares0 from 331
Change-331 (-100%)
Value$0 (-$239.5K)
Filed 2026-10-23
TMB Capital Partners, LLC
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$238.6K)
Filed 2026-10-20
Miramontes Capital, LLC
CLOSED
Shares0 from 329
Change-329 (-100%)
Value$0 (-$237.9K)
Filed 2026-10-19
Element Pointe Advisors, LLC
CLOSED
Shares0 from 328
Change-328 (-100%)
Value$0 (-$237.1K)
Filed 2026-10-21
Carson Advisory Inc.
CLOSED
Shares0 from 327
Change-327 (-100%)
Value$0 (-$236.4K)
Filed 2026-11-06
Sloy Dahl & Holst, LLC
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$235.0K)
Filed 2026-10-14
First Growth Capital LLC
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$235.0K)
Filed 2026-10-15
World Equity Group, Inc.
CLOSED
Shares0 from 324
Change-324 (-100%)
Value$0 (-$234.3K)
Filed 2026-10-14
Riverwater Partners LLC
CLOSED
Shares0 from 323
Change-323 (-100%)
Value$0 (-$233.5K)
Filed 2026-11-03
Finer Wealth Management, Inc.
CLOSED
Shares0 from 321
Change-321 (-100%)
Value$0 (-$232.1K)
Filed 2026-10-16
Able Wealth Management LLC
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-13
Wendell David Associates Inc
CLOSED
Shares0 from 319
Change-319 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-27
RiverTree Advisors, LLC
CLOSED
Shares0 from 317
Change-317 (-100%)
Value$0 (-$229.2K)
Filed 2026-10-13
RFG Holdings, Inc.
CLOSED
Shares0 from 316
Change-316 (-100%)
Value$0 (-$228.6K)
Filed 2026-10-30
McElhenny Sheffield Capital Management, LLC
CLOSED
Shares0 from 316
Change-316 (-100%)
Value$0 (-$228.5K)
Filed 2026-11-06
Folger Nolan Fleming Douglas Capital Management, Inc
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$227.7K)
Filed 2026-10-13
Detalus Advisors, LLC
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-15
Washburn Capital Management, Inc.
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$227.7K)
Filed 2026-10-19
Acorn Creek Capital LLC
CLOSED
Shares0 from 314
Change-314 (-100%)
Value$0 (-$226.8K)
Filed 2026-11-05
Intergy Private Wealth, LLC
CLOSED
Shares0 from 314
Change-314 (-100%)
Value$0 (-$227.0K)
Filed 2026-10-16
KOM Wealth Management Group, LLC
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$226.1K)
Filed 2026-10-15
Integras Partners LLC
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$226.3K)
Filed 2026-10-30
Family Office Research LLC
CLOSED
Shares0 from 312
Change-312 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-14
Sapient Capital LLC
CLOSED
Shares0 from 310
Change-310 (-100%)
Value$0 (-$224.1K)
Filed 2026-10-08
Challenger Wealth Management
CLOSED
Shares0 from 309
Change-309 (-100%)
Value$0 (-$223.4K)
Filed 2026-10-30
Harvey Investment Co LLC
CLOSED
Shares0 from 309
Change-309 (-100%)
Value$0 (-$223.0K)
Filed 2026-10-20
Trueblood Wealth Management, LLC
CLOSED
Shares0 from 308
Change-308 (-100%)
Value$0 (-$222.3K)
Filed 2026-10-23
SwitchPoint Financial Planning, LLC
CLOSED
Shares0 from 308
Change-308 (-100%)
Value$0 (-$222.7K)
Filed 2026-11-02
Woodley Farra Manion Portfolio Management Inc
CLOSED
Shares0 from 308
Change-308 (-100%)
Value$0 (-$222.7K)
Filed 2026-11-05
Capstone Capital LLC
CLOSED
Shares0 from 306
Change-306 (-100%)
Value$0 (-$221.2K)
Filed 2026-10-14
Defined Wealth Management, LLC
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$220.5K)
Filed 2026-10-19
BigSur Wealth Management LLC
CLOSED
Shares0 from 303
Change-303 (-100%)
Value$0 (-$219.1K)
Filed 2026-10-13
Aljian Capital Management, LLC
CLOSED
Shares0 from 302
Change-302 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-28
Daviman Financial, LLC
CLOSED
Shares0 from 302
Change-302 (-100%)
Value$0 (-$218.4K)
Filed 2026-11-06
Lutz Financial Services LLC
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$217.6K)
Filed 2026-11-06
Aldebaran Financial Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$216.9K)
Filed 2026-11-06
Clearwater Capital Advisors, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$216.9K)
Filed 2026-11-06
KRS Capital Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-16
Clarus Group, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-21
Saxony Capital Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$216.8K)
Filed 2026-10-15
Summit Asset Management, LLC
CLOSED
Shares0 from 299
Change-299 (-100%)
Value$0 (-$216.2K)
Filed 2026-11-05
JDH Wealth Management, LLC
CLOSED
Shares0 from 295
Change-295 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-20
Allegheny Financial Group
CLOSED
Shares0 from 294
Change-294 (-100%)
Value$0 (-$212.9K)
Filed 2026-11-05
O'Connor Financial Group LLC
CLOSED
Shares0 from 294
Change-294 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-26
Leeward Financial Partners, LLC
CLOSED
Shares0 from 293
Change-293 (-100%)
Value$0 (-$211.8K)
Filed 2026-10-23
Parr Mcknight Wealth Management Group, LLC
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-30
MBA Advisors LLC
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-29
High Probability Advisors, LLC
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-19
Opulen Financial Group LLC
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-22
Valued Retirements, Inc.
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$208.9K)
Filed 2026-11-06
Schneider Downs Wealth Management Advisors, LP
CLOSED
Shares0 from 286
Change-286 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-27
Baldwin Wealth Partners LLC
CLOSED
Shares0 from 286
Change-286 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-13
WestHill Financial Advisors, Inc.
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-14
Lodestar Private Asset Management LLC
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-26
Baron Wealth Management LLC
CLOSED
Shares0 from 284
Change-284 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-27
Towercrest Capital Management
CLOSED
Shares0 from 282
Change-282 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-23
Alliance Wealth Management Group
CLOSED
Shares0 from 282
Change-282 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-29
MBE Wealth Management, LLC
CLOSED
Shares0 from 282
Change-282 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-26
Town Capital LLC
CLOSED
Shares0 from 282
Change-282 (-100%)
Value$0 (-$203.9K)
Filed 2026-11-03
Financial Planning Hawaii, Inc.
CLOSED
Shares0 from 281
Change-281 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-13
Peterson Wealth Advisors, LLC
CLOSED
Shares0 from 281
Change-281 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-08
Kelly Financial Group LLC
CLOSED
Shares0 from 281
Change-281 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-16
Kercheville Advisors, LLC
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-19
J. Derek Lewis & Associates Inc.
CLOSED
Shares0 from 279
Change-279 (-100%)
Value$0 (-$201.8K)
Filed 2026-11-03
Solidarity Wealth, LLC
CLOSED
Shares0 from 279
Change-279 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-15
Collaborative Capital Advisors LLC
CLOSED
Shares0 from 279
Change-279 (-100%)
Value$0 (-$201.7K)
Filed 2026-11-06
Burns Matteson Capital Management, LLC
CLOSED
Shares0 from 278
Change-278 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-16
Tsfg, LLC
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$130.0K)
Filed 2026-10-23
Kelleher Financial Advisors
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$125.1K)
Filed 2026-10-30
Obsidian CIO, LLC
CLOSED
Shares0 from 161
Change-161 (-100%)
Value$0 (-$116.5K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 159
Change-159 (-100%)
Value$0 (-$114.6K)
Filed 2026-10-23
Evolution Wealth Management Inc.
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$32.0K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$29.6K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-26
Decker Retirement Planning Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-19
Tower Trust & Investment Co
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-28
Sims Investment Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$723)
Filed 2026-10-13
Evolution Advisers, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$517.5K (-$214.2K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 80,212,518
Change-80,212,518 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 51,848,358
Change-51,848,358 (-100%)
Value—
State Street Corp
N/A
Shares— from 38,240,019
Change-38,240,019 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 28,265,844
Change-28,265,844 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 22,159,097
Change-22,159,097 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 18,553,307
Change-18,553,307 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,886,053
Change-13,886,053 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,523,832
Change-13,523,832 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 12,627,555
Change-12,627,555 (-100%)
Value—
Norges Bank
N/A
Shares— from 11,305,788
Change-11,305,788 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 9,412,435
Change-9,412,435 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,274,335
Change-9,274,335 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,904,389
Change-8,904,389 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 8,867,150
Change-8,867,150 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 7,713,599
Change-7,713,599 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,265,371
Change-7,265,371 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,397,369
Change-6,397,369 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,112,926
Change-6,112,926 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,091,952
Change-6,091,952 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,426,770
Change-5,426,770 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 4,969,702
Change-4,969,702 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 4,560,642
Change-4,560,642 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 4,269,862
Change-4,269,862 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 4,213,483
Change-4,213,483 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,718,754
Change-3,718,754 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,368,605
Change-3,368,605 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 3,004,203
Change-3,004,203 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,767,054
Change-2,767,054 (-100%)
Value—
Capital World Investors
N/A
Shares— from 2,683,846
Change-2,683,846 (-100%)
Value—
Boston Partners
N/A
Shares— from 2,636,446
Change-2,636,446 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,462,125
Change-2,462,125 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,238,380
Change-2,238,380 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,234,458
Change-2,234,458 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,151,066
Change-2,151,066 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 2,139,430
Change-2,139,430 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,121,717
Change-2,121,717 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,091,340
Change-2,091,340 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,080,426
Change-2,080,426 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 1,999,444
Change-1,999,444 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,972,046
Change-1,972,046 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,971,329
Change-1,971,329 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,962,051
Change-1,962,051 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 1,931,172
Change-1,931,172 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,898,077
Change-1,898,077 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,807,675
Change-1,807,675 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,715,723
Change-1,715,723 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,682,457
Change-1,682,457 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 1,632,210
Change-1,632,210 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,630,815
Change-1,630,815 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,569,763
Change-1,569,763 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,547,641
Change-1,547,641 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,522,200
Change-1,522,200 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 1,504,800
Change-1,504,800 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,495,970
Change-1,495,970 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,419,788
Change-1,419,788 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,343,194
Change-1,343,194 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,269,847
Change-1,269,847 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,265,620
Change-1,265,620 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,240,454
Change-1,240,454 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,224,807
Change-1,224,807 (-100%)
Value—
Lone Pine Capital LLC
N/A
Shares— from 1,207,737
Change-1,207,737 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,203,586
Change-1,203,586 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,171,023
Change-1,171,023 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,106,526
Change-1,106,526 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,080,951
Change-1,080,951 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,061,899
Change-1,061,899 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,059,621
Change-1,059,621 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 1,042,926
Change-1,042,926 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,037,833
Change-1,037,833 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,030,429
Change-1,030,429 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 990,105
Change-990,105 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 987,556
Change-987,556 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 930,145
Change-930,145 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 912,379
Change-912,379 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 910,031
Change-910,031 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 878,803
Change-878,803 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 877,158
Change-877,158 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 874,439
Change-874,439 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 874,054
Change-874,054 (-100%)
Value—
Aviva PLC
N/A
Shares— from 850,706
Change-850,706 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 847,919
Change-847,919 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 818,832
Change-818,832 (-100%)
Value—
ING Groep NV
N/A
Shares— from 752,018
Change-752,018 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 735,946
Change-735,946 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 695,240
Change-695,240 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 688,877
Change-688,877 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 682,788
Change-682,788 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 667,312
Change-667,312 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 649,877
Change-649,877 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 644,987
Change-644,987 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 619,519
Change-619,519 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 611,771
Change-611,771 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 599,984
Change-599,984 (-100%)
Value—
Blue Whale Capital LLP
N/A
Shares— from 599,538
Change-599,538 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 592,211
Change-592,211 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 580,859
Change-580,859 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 579,156
Change-579,156 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 575,240
Change-575,240 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 567,726
Change-567,726 (-100%)
Value—
Jericho Capital Asset Management L.P.
N/A
Shares— from 553,927
Change-553,927 (-100%)
Value—
Abrams Bison Investments, LLC
N/A
Shares— from 552,000
Change-552,000 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 546,348
Change-546,348 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 518,623
Change-518,623 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 515,888
Change-515,888 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 514,748
Change-514,748 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 513,288
Change-513,288 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 509,329
Change-509,329 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 505,531
Change-505,531 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 497,094
Change-497,094 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 490,168
Change-490,168 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 472,454
Change-472,454 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 462,685
Change-462,685 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 460,151
Change-460,151 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 460,003
Change-460,003 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 458,159
Change-458,159 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 446,525
Change-446,525 (-100%)
Value—
Man Group plc
N/A
Shares— from 445,289
Change-445,289 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 439,457
Change-439,457 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 433,796
Change-433,796 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 423,289
Change-423,289 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 418,212
Change-418,212 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 412,982
Change-412,982 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 410,126
Change-410,126 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 406,013
Change-406,013 (-100%)
Value—
Castle Hook Partners LP
N/A
Shares— from 401,956
Change-401,956 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 396,944
Change-396,944 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 394,679
Change-394,679 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 391,701
Change-391,701 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 390,360
Change-390,360 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 376,095
Change-376,095 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 369,894
Change-369,894 (-100%)
Value—
EdgePoint Investment Group Inc.
N/A
Shares— from 360,862
Change-360,862 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 351,313
Change-351,313 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 348,550
Change-348,550 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 342,976
Change-342,976 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 335,830
Change-335,830 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 335,477
Change-335,477 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 330,445
Change-330,445 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 326,412
Change-326,412 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 324,124
Change-324,124 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 324,097
Change-324,097 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 320,894
Change-320,894 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 319,450
Change-319,450 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 317,598
Change-317,598 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 303,872
Change-303,872 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 302,050
Change-302,050 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 300,731
Change-300,731 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 294,579
Change-294,579 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 291,426
Change-291,426 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 289,640
Change-289,640 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 286,104
Change-286,104 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 284,484
Change-284,484 (-100%)
Value—
Anther Capital Ltd
N/A
Shares— from 284,335
Change-284,335 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 280,436
Change-280,436 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 278,914
Change-278,914 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 278,847
Change-278,847 (-100%)
Value—
Munro Partners
N/A
Shares— from 278,565
Change-278,565 (-100%)
Value—
Findlay Park Partners LLP
N/A
Shares— from 277,860
Change-277,860 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 266,853
Change-266,853 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 262,975
Change-262,975 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 262,354
Change-262,354 (-100%)
Value—
Altimeter Capital Management, LP
N/A
Shares— from 261,950
Change-261,950 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 260,363
Change-260,363 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 256,826
Change-256,826 (-100%)
Value—
Dundas Partners LLP
N/A
Shares— from 252,561
Change-252,561 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 250,494
Change-250,494 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 248,153
Change-248,153 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 247,188
Change-247,188 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 246,766
Change-246,766 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 242,832
Change-242,832 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 236,947
Change-236,947 (-100%)
Value—
EFG International AG
N/A
Shares— from 233,059
Change-233,059 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 229,095
Change-229,095 (-100%)
Value—
Analog Century Management LP
N/A
Shares— from 219,615
Change-219,615 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 218,915
Change-218,915 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 215,839
Change-215,839 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 212,686
Change-212,686 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 211,092
Change-211,092 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 208,863
Change-208,863 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 206,404
Change-206,404 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 205,592
Change-205,592 (-100%)
Value—
Styrax Capital, LP
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 199,874
Change-199,874 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 199,163
Change-199,163 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 195,905
Change-195,905 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 194,573
Change-194,573 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 191,897
Change-191,897 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 190,753
Change-190,753 (-100%)
Value—
Cartenna Capital, LP
N/A
Shares— from 190,000
Change-190,000 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 185,274
Change-185,274 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 183,314
Change-183,314 (-100%)
Value—
&partners
N/A
Shares— from 181,284
Change-181,284 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 177,938
Change-177,938 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 173,675
Change-173,675 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 173,162
Change-173,162 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 171,592
Change-171,592 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 167,815
Change-167,815 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 166,354
Change-166,354 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 165,784
Change-165,784 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 165,174
Change-165,174 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 164,557
Change-164,557 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 164,101
Change-164,101 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 163,970
Change-163,970 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 154,918
Change-154,918 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 150,414
Change-150,414 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 150,041
Change-150,041 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 149,573
Change-149,573 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 147,703
Change-147,703 (-100%)
Value—
Broad Run Investment Management, LLC
N/A
Shares— from 147,512
Change-147,512 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 146,184
Change-146,184 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 145,211
Change-145,211 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 144,291
Change-144,291 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 143,808
Change-143,808 (-100%)
Value—
FIL Ltd
N/A
Shares— from 141,640
Change-141,640 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 139,382
Change-139,382 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 137,484
Change-137,484 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 137,176
Change-137,176 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 136,092
Change-136,092 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 135,469
Change-135,469 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 135,167
Change-135,167 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 135,003
Change-135,003 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 134,944
Change-134,944 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 134,717
Change-134,717 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 134,482
Change-134,482 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 132,402
Change-132,402 (-100%)
Value—
Intermede Investment Partners Ltd
N/A
Shares— from 131,259
Change-131,259 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 129,428
Change-129,428 (-100%)
Value—
Ossiam
N/A
Shares— from 127,423
Change-127,423 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 126,229
Change-126,229 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 126,002
Change-126,002 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 123,853
Change-123,853 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 123,658
Change-123,658 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 122,220
Change-122,220 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 121,592
Change-121,592 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 120,367
Change-120,367 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 118,923
Change-118,923 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 118,911
Change-118,911 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 117,109
Change-117,109 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 115,628
Change-115,628 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 114,610
Change-114,610 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 114,347
Change-114,347 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 114,103
Change-114,103 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 114,072
Change-114,072 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 113,843
Change-113,843 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 112,875
Change-112,875 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 112,342
Change-112,342 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 111,588
Change-111,588 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 111,309
Change-111,309 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 109,577
Change-109,577 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 109,202
Change-109,202 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 107,629
Change-107,629 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 107,507
Change-107,507 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 104,742
Change-104,742 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 104,620
Change-104,620 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 104,403
Change-104,403 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 102,521
Change-102,521 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 102,149
Change-102,149 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 102,084
Change-102,084 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 101,268
Change-101,268 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 100,567
Change-100,567 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 100,232
Change-100,232 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 99,944
Change-99,944 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 99,652
Change-99,652 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 98,626
Change-98,626 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 96,887
Change-96,887 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 96,308
Change-96,308 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 94,247
Change-94,247 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 92,825
Change-92,825 (-100%)
Value—
CloudAlpha Capital Management Limited Kong
N/A
Shares— from 92,357
Change-92,357 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 91,490
Change-91,490 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 91,119
Change-91,119 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 90,762
Change-90,762 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 88,673
Change-88,673 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 88,236
Change-88,236 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 88,107
Change-88,107 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 87,589
Change-87,589 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 86,568
Change-86,568 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 83,854
Change-83,854 (-100%)
Value—
Alta Park Capital, LP
N/A
Shares— from 83,541
Change-83,541 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 83,302
Change-83,302 (-100%)
Value—
Allstate Corp
N/A
Shares— from 83,122
Change-83,122 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 81,819
Change-81,819 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 81,318
Change-81,318 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 80,404
Change-80,404 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 80,175
Change-80,175 (-100%)
Value—
Blair William & Co
N/A
Shares— from 79,958
Change-79,958 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 79,774
Change-79,774 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 79,045
Change-79,045 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 78,360
Change-78,360 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 78,041
Change-78,041 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 77,916
Change-77,916 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 77,800
Change-77,800 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 76,903
Change-76,903 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 75,569
Change-75,569 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 74,974
Change-74,974 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 74,515
Change-74,515 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 72,843
Change-72,843 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 72,506
Change-72,506 (-100%)
Value—
Prudential PLC
N/A
Shares— from 71,431
Change-71,431 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 70,550
Change-70,550 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 70,301
Change-70,301 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 70,300
Change-70,300 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 70,096
Change-70,096 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 69,591
Change-69,591 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 69,528
Change-69,528 (-100%)
Value—
BNP Paribas
N/A
Shares— from 68,524
Change-68,524 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 68,081
Change-68,081 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 67,548
Change-67,548 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 67,347
Change-67,347 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 66,386
Change-66,386 (-100%)
Value—
Glenview Capital Management, LLC
N/A
Shares— from 65,201
Change-65,201 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
E20 Capital Ltd
N/A
Shares— from 64,978
Change-64,978 (-100%)
Value—
Commerce Bank
N/A
Shares— from 64,337
Change-64,337 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 63,899
Change-63,899 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 62,962
Change-62,962 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 62,131
Change-62,131 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 61,986
Change-61,986 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 61,338
Change-61,338 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 61,228
Change-61,228 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 61,218
Change-61,218 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 60,522
Change-60,522 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 59,729
Change-59,729 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 59,164
Change-59,164 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 58,978
Change-58,978 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 58,503
Change-58,503 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 57,726
Change-57,726 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 57,713
Change-57,713 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 55,967
Change-55,967 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 55,553
Change-55,553 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 55,510
Change-55,510 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 55,314
Change-55,314 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 55,311
Change-55,311 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 54,921
Change-54,921 (-100%)
Value—
Four Tree Island Advisory LLC
N/A
Shares— from 54,300
Change-54,300 (-100%)
Value—
Nishkama Capital, LLC
N/A
Shares— from 54,033
Change-54,033 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 53,579
Change-53,579 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 52,782
Change-52,782 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 52,125
Change-52,125 (-100%)
Value—
Talos Eurisko Asset Management LP
N/A
Shares— from 51,640
Change-51,640 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 51,229
Change-51,229 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 50,450
Change-50,450 (-100%)
Value—
Cantillon Capital Management LLC
N/A
Shares— from 50,176
Change-50,176 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 50,082
Change-50,082 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 49,498
Change-49,498 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 49,474
Change-49,474 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 48,137
Change-48,137 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 47,750
Change-47,750 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 46,483
Change-46,483 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 46,341
Change-46,341 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 45,423
Change-45,423 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 44,756
Change-44,756 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 44,597
Change-44,597 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 44,267
Change-44,267 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 44,064
Change-44,064 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 43,986
Change-43,986 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 43,874
Change-43,874 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 43,700
Change-43,700 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 43,618
Change-43,618 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 43,440
Change-43,440 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 43,381
Change-43,381 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 43,319
Change-43,319 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 41,957
Change-41,957 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 41,451
Change-41,451 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 40,952
Change-40,952 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 39,219
Change-39,219 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 39,111
Change-39,111 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 39,002
Change-39,002 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 38,952
Change-38,952 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 38,765
Change-38,765 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 38,563
Change-38,563 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 38,300
Change-38,300 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 38,231
Change-38,231 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 37,339
Change-37,339 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 36,573
Change-36,573 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 35,835
Change-35,835 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 34,855
Change-34,855 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 34,606
Change-34,606 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 34,475
Change-34,475 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 34,290
Change-34,290 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 34,278
Change-34,278 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 34,139
Change-34,139 (-100%)
Value—
Stephens Inc
N/A
Shares— from 33,829
Change-33,829 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 33,703
Change-33,703 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 32,907
Change-32,907 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 32,776
Change-32,776 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 32,744
Change-32,744 (-100%)
Value—
Cooper Creek Partners Management LLC
N/A
Shares— from 32,739
Change-32,739 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 32,509
Change-32,509 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,497
Change-32,497 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 32,417
Change-32,417 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 31,818
Change-31,818 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 31,699
Change-31,699 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 31,595
Change-31,595 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 31,120
Change-31,120 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 31,078
Change-31,078 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 30,959
Change-30,959 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 30,770
Change-30,770 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 30,759
Change-30,759 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 29,781
Change-29,781 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 29,763
Change-29,763 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 29,721
Change-29,721 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 29,687
Change-29,687 (-100%)
Value—
Summit Street Capital Management, LLC
N/A
Shares— from 29,589
Change-29,589 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 29,399
Change-29,399 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 29,366
Change-29,366 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 29,292
Change-29,292 (-100%)
Value—
CTC LLC
N/A
Shares— from 29,288
Change-29,288 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 28,918
Change-28,918 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 28,595
Change-28,595 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 28,403
Change-28,403 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 28,292
Change-28,292 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 28,138
Change-28,138 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 28,124
Change-28,124 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 28,021
Change-28,021 (-100%)
Value—
Dnca Finance
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 27,805
Change-27,805 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 27,589
Change-27,589 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 27,411
Change-27,411 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 27,274
Change-27,274 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 26,999
Change-26,999 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 26,943
Change-26,943 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 26,696
Change-26,696 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 26,601
Change-26,601 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 26,491
Change-26,491 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 26,413
Change-26,413 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 26,349
Change-26,349 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 26,096
Change-26,096 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 26,023
Change-26,023 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 25,711
Change-25,711 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 25,679
Change-25,679 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 25,676
Change-25,676 (-100%)
Value—
Ontario Teachers Pension Plan Board
N/A
Shares— from 25,536
Change-25,536 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 25,499
Change-25,499 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 25,488
Change-25,488 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 25,445
Change-25,445 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 25,035
Change-25,035 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 24,764
Change-24,764 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 24,445
Change-24,445 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 24,353
Change-24,353 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 23,902
Change-23,902 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 23,830
Change-23,830 (-100%)
Value—
Kultura Capital Management LP
N/A
Shares— from 23,200
Change-23,200 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 22,964
Change-22,964 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 22,872
Change-22,872 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 22,788
Change-22,788 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 22,785
Change-22,785 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 22,684
Change-22,684 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 22,554
Change-22,554 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 22,451
Change-22,451 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 22,387
Change-22,387 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 22,177
Change-22,177 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 22,060
Change-22,060 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 21,734
Change-21,734 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 21,657
Change-21,657 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 21,622
Change-21,622 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 21,432
Change-21,432 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 21,367
Change-21,367 (-100%)
Value—
Benchstone Capital Management LP
N/A
Shares— from 21,149
Change-21,149 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 21,077
Change-21,077 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 20,960
Change-20,960 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 20,783
Change-20,783 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 20,400
Change-20,400 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 20,213
Change-20,213 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 19,585
Change-19,585 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 19,568
Change-19,568 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,432
Change-19,432 (-100%)
Value—
Hidden Lake Asset Management LP
N/A
Shares— from 19,410
Change-19,410 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 19,263
Change-19,263 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 19,120
Change-19,120 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 19,048
Change-19,048 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 18,866
Change-18,866 (-100%)
Value—
Bank OZK
N/A
Shares— from 18,344
Change-18,344 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 18,326
Change-18,326 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 18,067
Change-18,067 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 18,020
Change-18,020 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 17,987
Change-17,987 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 17,915
Change-17,915 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 17,459
Change-17,459 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 17,216
Change-17,216 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 17,016
Change-17,016 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 16,951
Change-16,951 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 16,797
Change-16,797 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 16,782
Change-16,782 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 16,729
Change-16,729 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Wealth High Governance Capital Ltda
N/A
Shares— from 16,560
Change-16,560 (-100%)
Value—
ARP Global Capital Ltd
N/A
Shares— from 16,517
Change-16,517 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 16,439
Change-16,439 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 16,369
Change-16,369 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,286
Change-16,286 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 16,023
Change-16,023 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 15,869
Change-15,869 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 15,770
Change-15,770 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 15,702
Change-15,702 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 15,644
Change-15,644 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 15,620
Change-15,620 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 15,352
Change-15,352 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 15,301
Change-15,301 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 15,084
Change-15,084 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 15,028
Change-15,028 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 15,011
Change-15,011 (-100%)
Value—
KP Management LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
3G Capital Partners LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 14,922
Change-14,922 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 14,895
Change-14,895 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 14,831
Change-14,831 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 14,650
Change-14,650 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 14,374
Change-14,374 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 14,183
Change-14,183 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 14,151
Change-14,151 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 14,094
Change-14,094 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 13,929
Change-13,929 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 13,908
Change-13,908 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 13,872
Change-13,872 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 13,754
Change-13,754 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 13,749
Change-13,749 (-100%)
Value—
English Capital Management LLC
N/A
Shares— from 13,719
Change-13,719 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 13,677
Change-13,677 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,630
Change-13,630 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,579
Change-13,579 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 13,376
Change-13,376 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 13,348
Change-13,348 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 13,237
Change-13,237 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,205
Change-13,205 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 13,062
Change-13,062 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 12,986
Change-12,986 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 12,959
Change-12,959 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 12,895
Change-12,895 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 12,730
Change-12,730 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 12,636
Change-12,636 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 12,541
Change-12,541 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 12,535
Change-12,535 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 12,527
Change-12,527 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 12,484
Change-12,484 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 12,473
Change-12,473 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 12,327
Change-12,327 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,075
Change-12,075 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 12,025
Change-12,025 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 11,993
Change-11,993 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 11,831
Change-11,831 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 11,751
Change-11,751 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,654
Change-11,654 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 11,643
Change-11,643 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,638
Change-11,638 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 11,552
Change-11,552 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 11,383
Change-11,383 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 11,373
Change-11,373 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,372
Change-11,372 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,355
Change-11,355 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 11,289
Change-11,289 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,284
Change-11,284 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 11,241
Change-11,241 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 11,119
Change-11,119 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,073
Change-11,073 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 11,040
Change-11,040 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,032
Change-11,032 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 11,007
Change-11,007 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 10,984
Change-10,984 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 10,969
Change-10,969 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 10,957
Change-10,957 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 10,920
Change-10,920 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,904
Change-10,904 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 10,869
Change-10,869 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 10,860
Change-10,860 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 10,842
Change-10,842 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 10,818
Change-10,818 (-100%)
Value—
Simmons Bank
N/A
Shares— from 10,734
Change-10,734 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 10,632
Change-10,632 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 10,626
Change-10,626 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,543
Change-10,543 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 10,498
Change-10,498 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 10,469
Change-10,469 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,463
Change-10,463 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 10,434
Change-10,434 (-100%)
Value—
Hel Ved Capital Management Ltd
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 10,397
Change-10,397 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 10,332
Change-10,332 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 10,303
Change-10,303 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 10,129
Change-10,129 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,974
Change-9,974 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,887
Change-9,887 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 9,822
Change-9,822 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 9,720
Change-9,720 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 9,715
Change-9,715 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 9,702
Change-9,702 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 9,654
Change-9,654 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 9,641
Change-9,641 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 9,579
Change-9,579 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 9,539
Change-9,539 (-100%)
Value—
KR Capital LP
N/A
Shares— from 9,510
Change-9,510 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 9,461
Change-9,461 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 9,405
Change-9,405 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 9,094
Change-9,094 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,025
Change-9,025 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 9,016
Change-9,016 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,984
Change-8,984 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 8,939
Change-8,939 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 8,931
Change-8,931 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 8,753
Change-8,753 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,705
Change-8,705 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 8,678
Change-8,678 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 8,567
Change-8,567 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 8,450
Change-8,450 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 8,446
Change-8,446 (-100%)
Value—
Allianz SE
N/A
Shares— from 8,445
Change-8,445 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 8,320
Change-8,320 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,097
Change-8,097 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 8,090
Change-8,090 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 8,073
Change-8,073 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 7,999
Change-7,999 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 7,881
Change-7,881 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 7,855
Change-7,855 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 7,780
Change-7,780 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 7,688
Change-7,688 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 7,649
Change-7,649 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 7,628
Change-7,628 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 7,623
Change-7,623 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Sunstone Asset Management, LP
N/A
Shares— from 7,580
Change-7,580 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 7,546
Change-7,546 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 7,504
Change-7,504 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 7,460
Change-7,460 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 7,451
Change-7,451 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 7,396
Change-7,396 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 7,372
Change-7,372 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 7,364
Change-7,364 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 7,223
Change-7,223 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 7,186
Change-7,186 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 7,186
Change-7,186 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,156
Change-7,156 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 7,115
Change-7,115 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 7,110
Change-7,110 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 7,064
Change-7,064 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 7,050
Change-7,050 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,031
Change-7,031 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,025
Change-7,025 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,988
Change-6,988 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 6,941
Change-6,941 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 6,864
Change-6,864 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 6,825
Change-6,825 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 6,783
Change-6,783 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 6,776
Change-6,776 (-100%)
Value—
Nwam LLC
N/A
Shares— from 6,721
Change-6,721 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 6,676
Change-6,676 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 6,562
Change-6,562 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 6,519
Change-6,519 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 6,494
Change-6,494 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,419
Change-6,419 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 6,347
Change-6,347 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,082
Change-6,082 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 6,079
Change-6,079 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6,074
Change-6,074 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 6,068
Change-6,068 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 6,001
Change-6,001 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 5,977
Change-5,977 (-100%)
Value—
Elwood Capital Partners LP
N/A
Shares— from 5,851
Change-5,851 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 5,790
Change-5,790 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 5,730
Change-5,730 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 5,727
Change-5,727 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 5,690
Change-5,690 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,539
Change-5,539 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 5,487
Change-5,487 (-100%)
Value—
Night Squared LP
N/A
Shares— from 5,423
Change-5,423 (-100%)
Value—
Untitled Investments LP
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,364
Change-5,364 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,364
Change-5,364 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 5,341
Change-5,341 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 5,249
Change-5,249 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 5,172
Change-5,172 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 5,135
Change-5,135 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 4,876
Change-4,876 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,857
Change-4,857 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
Candelo Capital Management LP
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 4,777
Change-4,777 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,598
Change-4,598 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 4,557
Change-4,557 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 4,480
Change-4,480 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 4,289
Change-4,289 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,222
Change-4,222 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 4,131
Change-4,131 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 4,111
Change-4,111 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,107
Change-4,107 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 3,957
Change-3,957 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 3,932
Change-3,932 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 3,855
Change-3,855 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
Watershed Asset Management, L.L.C.
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Optas, LLC
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Bamco Inc
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,285
Change-3,285 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 3,028
Change-3,028 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 2,937
Change-2,937 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Dockside LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Greenwoods Asset Management Hong Kong Ltd.
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 2,296
Change-2,296 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Caldwell Investment Management Ltd.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Galaxy Digital Capital Management GP LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Corient IA LP
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Paradigm Capital Management Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,987
Change-1,987 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
American Trust
N/A
Shares— from 1,622
Change-1,622 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Josh Arnold Investment Consultant, LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 998
Change-998 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 988
Change-988 (-100%)
Value—
Summitry LLC
N/A
Shares— from 984
Change-984 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 980
Change-980 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Invst, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 973
Change-973 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 966
Change-966 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 962
Change-962 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 955
Change-955 (-100%)
Value—
CNB Bank
N/A
Shares— from 954
Change-954 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 951
Change-951 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 944
Change-944 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 933
Change-933 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 931
Change-931 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 929
Change-929 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 919
Change-919 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 915
Change-915 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 907
Change-907 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 907
Change-907 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Calydon Capital
N/A
Shares— from 899
Change-899 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 895
Change-895 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 893
Change-893 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 885
Change-885 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 876
Change-876 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 839
Change-839 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 833
Change-833 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 832
Change-832 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 817
Change-817 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 817
Change-817 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 797
Change-797 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 795
Change-795 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 783
Change-783 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 777
Change-777 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 756
Change-756 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 746
Change-746 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 740
Change-740 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 730
Change-730 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 724
Change-724 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 720
Change-720 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 703
Change-703 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 693
Change-693 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 674
Change-674 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 666
Change-666 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 663
Change-663 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 662
Change-662 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 661
Change-661 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Betterment LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 639
Change-639 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 632
Change-632 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 626
Change-626 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 610
Change-610 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 600
Change-600 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
CIM, LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 584
Change-584 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 581
Change-581 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 575
Change-575 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 567
Change-567 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 563
Change-563 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 558
Change-558 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 555
Change-555 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 548
Change-548 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 530
Change-530 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 514
Change-514 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 511
Change-511 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 511
Change-511 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 500
Change-500 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 489
Change-489 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 460
Change-460 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 453
Change-453 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Members Trust Co
N/A
Shares— from 441
Change-441 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 432
Change-432 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 414
Change-414 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 412
Change-412 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Ketron Financial
N/A
Shares— from 408
Change-408 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 403
Change-403 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 402
Change-402 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 400
Change-400 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 400
Change-400 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 395
Change-395 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 390
Change-390 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 387
Change-387 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 387
Change-387 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 382
Change-382 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 379
Change-379 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 365
Change-365 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 363
Change-363 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 358
Change-358 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 356
Change-356 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 356
Change-356 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 356
Change-356 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 356
Change-356 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 352
Change-352 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 348
Change-348 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 345
Change-345 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 344
Change-344 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 344
Change-344 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 344
Change-344 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 335
Change-335 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 332
Change-332 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 329
Change-329 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 319
Change-319 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 300
Change-300 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 299
Change-299 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 297
Change-297 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 294
Change-294 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 285
Change-285 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 283
Change-283 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 281
Change-281 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 279
Change-279 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 258
Change-258 (-100%)
Value—
Toews Corp
N/A
Shares— from 253
Change-253 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 240
Change-240 (-100%)
Value—
S&T Bank
N/A
Shares— from 236
Change-236 (-100%)
Value—
Quarry LP
N/A
Shares— from 235
Change-235 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 232
Change-232 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 230
Change-230 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 214
Change-214 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 206
Change-206 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 197
Change-197 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Motco
N/A
Shares— from 187
Change-187 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 181
Change-181 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 171
Change-171 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 170
Change-170 (-100%)
Value—
Centennial Bank
N/A
Shares— from 168
Change-168 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 106
Change-106 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 82
Change-82 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 68
Change-68 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 59
Change-59 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 52
Change-52 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 50
Change-50 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 29
Change-29 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 17
Change-17 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 13
Change-13 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 6
Change-6 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 5
Change-5 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 2
Change-2 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED22,551,51422,007,983+543,531+2%$15.9B$11.5B-$4.4B2026-11-06
Amundi
INCREASED8,044,7637,808,207+236,556+3%$5.6B$4.1B-$1.5B2026-11-06
Bank of New York Mellon Corp
DECREASED6,569,8707,021,201-451,331-6%$5.1B$3.4B-$1.7B2026-11-05
Sanders Capital, LLC
DECREASED5,162,0116,094,372-932,361-15%$4.4B$2.6B-$1.8B2026-11-02
Deutsche Bank Ag\
DECREASED3,925,2913,997,687-72,396-2%$2.9B$2.0B-$883.0M2026-11-06
Barclays PLC
INCREASED3,494,7323,443,414+51,318+1%$2.5B$1.8B-$702.5M2026-11-06
Swedbank AB
INCREASED2,910,5992,893,202+17,397+1%$2.1B$1.5B-$603.4M2026-10-27
Dimensional Fund Advisors LP
DECREASED2,584,9252,691,332-106,407-4%$1.9B$1.3B-$623.9M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,150,2432,034,179+116,064+6%$1.5B$1.1B-$370.0M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED2,103,2711,884,226+219,045+12%$1.4B$1.1B-$286.7M2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED2,015,5941,963,208+52,386+3%$1.4B$1.0B-$388.7M2026-10-20
Citigroup Inc
DECREASED1,997,2532,896,473-899,220-31%$2.1B$1.0B-$1.1B2026-11-04
Pictet Asset Management Holding SA
DECREASED1,794,2062,084,024-289,818-14%$1.5B$917.5M-$588.7M2026-11-03
Parnassus Investments, LLC
DECREASED1,618,8262,531,747-912,921-36%$1.8B$827.8M-$1.0B2026-10-22
DekaBank Deutsche Girozentrale
INCREASED1,575,511816,742+758,769+93%$262.9K$807.1M+$806.9M2026-10-27
Russell Investments Group, Ltd.
INCREASED1,311,9131,274,698+37,215+3%$915.3M$671.0M-$244.3M2026-11-06
KBC Group NV
DECREASED1,196,9821,249,386-52,404-4%$903.3M$612.1M-$291.2M2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED1,106,3741,495,836-389,462-26%$1.1B$565.8M-$508.0M2026-10-29
ProShare Advisors LLC
INCREASED1,023,240970,792+52,448+5%$701.9M$523.3M-$178.6M2026-10-29
LPL Financial LLC
INCREASED1,005,495916,507+88,988+10%$662.6M$514.2M-$148.4M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED986,041975,112+10,929+1%$705.0M$504.2M-$200.8M2026-11-03
Principal Financial Group Inc
DECREASED929,0981,008,591-79,493-8%$729.2M$475.1M-$254.1M2026-11-02
Assenagon Asset Management S.A.
INCREASED767,698532,010+235,688+44%$384.6M$392.6M+$7.9M2026-10-15
Fifth Third Bancorp
INCREASED762,794753,434+9,360+1%$544.7M$390.1M-$154.7M2026-11-05
MacKenzie Financial Corp
INCREASED742,188713,175+29,013+4%$515.6M$379.5M-$136.1M2026-11-02
Aberdeen Group plc
DECREASED725,271748,775-23,504-3%$541.4M$370.9M-$170.5M2026-11-06
Alecta Tjanstepension Omsesidigt
DECREASED714,000735,500-21,500-3%$531.8M$365.1M-$166.7M2026-11-02
Neos Investment Management LLC
INCREASED690,456605,023+85,433+14%$437.4M$353.1M-$84.3M2026-11-04
Creative Planning
INCREASED674,089667,761+6,328+1%$482.8M$344.7M-$138.1M2026-11-02
William Blair Investment Management, LLC
INCREASED606,347497,946+108,401+22%$360.0M$310.1M-$49.9M2026-11-06
New York State Teachers Retirement System
DECREASED597,830617,517-19,687-3%$446.5M$305.7M-$140.7M2026-10-22
US Bancorp \de\
DECREASED564,563570,378-5,815-1%$412.4M$288.7M-$123.7M2026-11-05
PNC Financial Services Group, Inc.
DECREASED554,373599,348-44,975-7%$433.3M$283.5M-$149.8M2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED532,722561,108-28,386-5%$405.7M$272.4M-$133.3M2026-11-06
ABN Amro Investment Solutions
INCREASED492,874418,651+74,223+18%$302.7M$252.0M-$50.6M2026-10-21
Fisher Asset Management, LLC
INCREASED478,666440,384+38,282+9%$318.4M$244.8M-$73.6M2026-11-06
Assetmark, Inc
INCREASED466,464383,415+83,049+22%$277.2M$238.5M-$38.7M2026-10-21
Fort Washington Investment Advisors Inc
DECREASED445,079445,286-2070%$321.9M$227.6M-$94.3M2026-10-15
LSV Asset Management
DECREASED443,469677,323-233,854-35%$489.7M$226.8M-$262.9M2026-11-06
Cardano Risk Management B.V.
INCREASED441,606362,421+79,185+22%$262.0M$225.8M-$36.2M2026-10-20
Thrivent Financial for Lutherans
DECREASED430,323449,455-19,132-4%$324.9M$218.0M-$107.0M2026-11-05
Sarasin & Partners LLP
NEW428,405—+428,405——$219.1M—2026-10-13
CIBC Asset Management Inc
INCREASED415,805385,950+29,855+8%$278.8M$212.6M-$66.2M2026-11-05
UniSuper Management Pty Ltd
DECREASED412,651491,182-78,531-16%$355.1M$211.0M-$144.1M2026-10-26
AGF Management LTD
DECREASED397,419852,219-454,800-53%$616.2M$203.2M-$412.9M2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED393,229264,778+128,451+49%$190.8M$201.1M+$10.3M2026-11-06
GF Fund Management Co. Ltd.
INCREASED374,542374,268+274+0%$270.6M$191.5M-$79.1M2026-10-26
Retirement Systems of Alabama
DECREASED373,945465,079-91,134-20%$336.3M$191.2M-$145.0M2026-11-04
Vontobel Holding Ltd.
DECREASED369,984376,030-6,046-2%$271.9M$189.2M-$82.7M2026-10-16
SEB Asset Management AB
DECREASED367,321451,702-84,381-19%$326.6M$187.8M-$138.7M2026-11-04
Asset Management One Co., Ltd.
DECREASED363,868370,282-6,414-2%$267.7M$186.1M-$81.6M2026-10-27
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED358,226376,698-18,472-5%$272.4M$183.2M-$89.2M2026-10-15
Swiss Life Asset Management Ltd
INCREASED355,213288,215+66,998+23%$208.4M$181.6M-$26.7M2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED346,326700,511-354,185-51%$312.7M$84.7M-$228.1M2026-10-13
OFI Invest Asset Management
INCREASED335,075292,173+42,902+15%$185.4M$151.2M-$34.2M2026-11-06
Raiffeisen Bank International AG
DECREASED290,036340,187-50,151-15%$236.4M$148.5M-$87.9M2026-10-28
Truist Financial Corp
DECREASED284,688301,109-16,421-5%$217.7M$145.6M-$72.1M2026-10-30
Nykredit A/S
INCREASED284,304279,075+5,229+2%$201.8M$145.4M-$56.4M2026-11-06
Lazard Freres Gestion S.A.S.
DECREASED281,513363,875-82,362-23%$263.1M$144.0M-$119.1M2026-11-03
Daiwa Securities Group Inc.
INCREASED280,808246,380+34,428+14%$178.1M$143.6M-$34.5M2026-10-29
Calamos Advisors LLC
DECREASED279,893303,395-23,502-8%$219.4M$143.1M-$76.2M2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
DECREASED275,739418,601-142,862-34%$302.6M$141.0M-$161.6M2026-10-22
Strs Ohio
DECREASED270,510285,901-15,391-5%$206.7M$138.3M-$68.4M2026-10-30
Commonwealth Equity Services, LLC
INCREASED260,700260,004+696+0%$188.0M$133.3M-$54.7M2026-11-02
State of New Jersey Common Pension Fund D
DECREASED256,414256,607-1930%$185.5M$131.1M-$54.4M2026-11-05
Border to Coast Pensions Partnership Ltd
INCREASED254,298205,377+48,921+24%$148.4M$129.9M-$18.5M2026-10-09
Grandfield & Dodd, LLC
DECREASED241,627248,027-6,400-3%$179.3M$123.6M-$55.8M2026-10-29
Rakuten Investment Management, Inc.
NEW240,905—+240,905——$123.3M—2026-10-30
Country Trust Bank
INCREASED238,506187,934+50,572+27%$135.9M$122.0M-$13.9M2026-10-30
Xponance LLC
INCREASED235,374229,388+5,986+3%$165.8M$120.4M-$45.5M2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED234,612231,212+3,400+1%$167.2M$120.0M-$47.2M2026-10-08
Czech National Bank
INCREASED228,124225,892+2,232+1%$163.3M$116.7M-$46.7M2026-10-13
Crestwood Advisors Group, LLC
DECREASED225,079240,264-15,185-6%$173.7M$115.1M-$58.6M2026-10-27
Nisa Investment Advisors, LLC
DECREASED223,421224,996-1,575-1%$162.7M$114.3M-$48.4M2026-10-20
Arizona State Retirement System
INCREASED222,679220,211+2,468+1%$159.2M$113.9M-$45.3M2026-11-03
Flossbach VON Storch SE
INCREASED222,505206,808+15,697+8%$149.5M$113.8M-$35.7M2026-10-28
State of Michigan Retirement System
DECREASED219,351223,051-3,700-2%$161.3M$112.2M-$49.1M2026-10-27
Vest Financial, LLC
DECREASED210,514268,892-58,378-22%$194.4M$107.7M-$86.8M2026-10-21
Argent Capital Management LLC
DECREASED205,787213,780-7,993-4%$154.6M$105.2M-$49.3M2026-10-05
Lido Advisors, LLC
INCREASED205,463188,967+16,496+9%$136.6M$105.1M-$31.6M2026-11-04
IFM Investors Pty Ltd
INCREASED188,748182,448+6,300+3%$131.9M$96.5M-$35.4M2026-10-14
ASR Vermogensbeheer N.V.
DECREASED186,134208,353-22,219-11%$150.6M$95.2M-$55.5M2026-10-16
NorthCrest Asset Manangement, LLC
DECREASED180,152185,724-5,572-3%$109.3M$91.8M-$17.5M2026-10-13
Achmea Investment Management B.V.
NEW178,036—+178,036——$91.1M—2026-10-30
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED176,957181,875-4,918-3%$131.5M$90.5M-$41.0M2026-10-19
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED175,413175,287+126+0%$126.7M$89.7M-$37.0M2026-11-03
Beutel, Goodman & Co Ltd.
DECREASED173,060231,052-57,992-25%$167.1M$88.5M-$78.6M2026-11-04
Henshaw Capital LLC
UNCHANGED171,300171,30000%$123.8M$87.6M-$36.3M2026-11-03
Boston Trust Walden Corp
DECREASED169,714231,137-61,423-27%$167.1M$86.8M-$80.3M2026-10-30
B. Metzler seel. Sohn & Co. AG
INCREASED166,305140,817+25,488+18%$101.8M$85.0M-$16.8M2026-10-30
Kestra Advisory Services, LLC
INCREASED165,15694,682+70,474+74%$68.5M$84.5M+$16.0M2026-11-02
Amalgamated Bank
DECREASED160,500163,810-3,310-2%$118.4M$82.1M-$36.4M2026-10-23
Union Bancaire Privee, UBP SA
DECREASED156,593164,416-7,823-5%$488.8M$320.9M-$167.9M2026-11-04
BCV Asset Management Inc.
DECREASED156,508161,516-5,008-3%$112.4M$80.4M-$32.1M2026-11-06
OP Asset Management Ltd
INCREASED154,731110,481+44,250+40%$79.9M$79.1M-$751.4K2026-11-05
Wedge Capital Management L L P
INCREASED149,928139,749+10,179+7%$101.0M$76.7M-$24.4M2026-10-13
Candriam S.C.A.
INCREASED146,20987,010+59,199+68%$62.8M$75.0M+$12.2M2026-11-03
Edgemoor Investment Advisors, Inc.
DECREASED144,410146,720-2,310-2%$106.1M$73.8M-$32.2M2026-11-03
BSN Capital Partners Ltd
INCREASED143,00050,000+93,000+186%$29.4M$67.8M+$38.4M2026-10-23
Talbot Financial, LLC
INCREASED142,577140,818+1,759+1%$101.8M$72.9M-$28.9M2026-10-19
Munich Reinsurance Co Stock Corp in Munich
DECREASED141,877147,637-5,760-4%$106.7M$72.6M-$34.2M2026-10-30
Fiera Capital Corp
INCREASED141,78387,327+54,456+62%$63.1M$72.5M+$9.4M2026-11-06
J. Safra Sarasin Holding AG
DECREASED141,368201,443-60,075-30%$135.4M$67.7M-$67.6M2026-10-26
Aware Super Pty Ltd as trustee of Aware Super
INCREASED140,706140,466+240+0%$101.6M$72.0M-$29.6M2026-10-30
Baker Avenue Asset Management, LP
INCREASED137,175119,071+18,104+15%$86.1M$70.1M-$15.9M2026-11-06
Virginia Retirement Systems ET Al
DECREASED136,624172,864-36,240-21%$125.0M$69.9M-$55.1M2026-10-28
New York Life Investment Management LLC
INCREASED134,219130,731+3,488+3%$94.5M$68.6M-$25.9M2026-11-04
Avity Investment Management Inc.
INCREASED132,143131,067+1,076+1%$94.8M$67.6M-$27.2M2026-10-09
Busey Bank
DECREASED129,515131,046-1,531-1%$94.7M$66.2M-$28.5M2026-10-26
Norris Perne & French LLP
DECREASED126,380139,995-13,615-10%$101.2M$64.6M-$36.6M2026-10-23
Maj Invest Holding A/S
DECREASED124,960176,751-51,791-29%$127.8M$63.9M-$63.9M2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED124,726125,930-1,204-1%$91.0M$63.8M-$27.3M2026-10-22
Trust Co of Vermont
INCREASED122,925119,735+3,190+3%$86.6M$62.9M-$23.7M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED122,560136,887-14,327-10%$99.0M$62.7M-$36.3M2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED119,725116,721+3,004+3%$84.4M$61.2M-$23.2M2026-10-20
Artemis Investment Management LLP
DECREASED119,052146,571-27,519-19%$106.0M$60.9M-$45.1M2026-10-08
Reynders McVeigh Capital Management, LLC
INCREASED118,800105,987+12,813+12%$76.6M$60.8M-$15.9M2026-10-30
Ethic Inc.
INCREASED117,055114,400+2,655+2%$82.7M$59.9M-$22.9M2026-11-03
Mission Wealth Management, LP
DECREASED115,249123,042-7,793-6%$89.0M$58.9M-$30.0M2026-10-15
Fideuram Asset Management (Ireland) dac
DECREASED114,035191,103-77,068-40%$92.8M$59.5M-$33.3M2026-10-29
Larson Financial Group LLC
INCREASED113,616109,748+3,868+4%$79.3M$58.1M-$21.2M2026-11-05
Keybank National Association
DECREASED108,413116,250-7,837-7%$84.0M$55.4M-$28.6M2026-11-04
Carnegie Investment Counsel
DECREASED108,067111,680-3,613-3%$80.7M$55.3M-$25.5M2026-10-20
McGuire Investment Group, LLC
DECREASED104,199108,139-3,940-4%$78.2M$53.3M-$24.9M2026-10-23
Cardinal Capital Management, Inc.
DECREASED101,516101,688-1720%$73.5M$51.9M-$21.6M2026-10-16
Profund Advisors LLC
DECREASED99,969110,290-10,321-9%$79.7M$51.1M-$28.6M2026-10-29
Oregon Public Employees Retirement Fund
INCREASED97,61197,566+45+0%$70.5M$49.9M-$20.6M2026-10-30
iA Global Asset Management Inc.
INCREASED97,38594,397+2,988+3%$68.2M$49.8M-$18.4M2026-10-29
National Mutual Insurance Federation of Agricultural Cooperatives
DECREASED97,000105,000-8,000-8%$75.9M$49.6M-$26.3M2026-10-28
Cohen Capital Management, Inc.
DECREASED95,920111,621-15,701-14%$80.7M$49.1M-$31.7M2026-10-14
Maple Capital Management, Inc.
DECREASED95,24898,094-2,846-3%$70.9M$48.7M-$22.2M2026-11-02
Compagnie Lombard Odier SCmA
INCREASED94,56878,035+16,533+21%$56.4M$48.4M-$8.1M2026-11-04
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED93,11379,032+14,081+18%$57.1M$47.6M-$9.5M2026-11-06
Generate Investment Management Ltd
INCREASED93,08716,275+76,812+472%$11.8M$47.6M+$35.8M2026-10-14
Gateway Investment Advisers LLC
INCREASED92,52624,165+68,361+283%$17.5M$47.3M+$29.8M2026-10-13
Corda Investment Management, Llc.
DECREASED91,549107,018-15,469-14%$77.4M$46.8M-$30.6M2026-10-22
Lountzis Asset Management, LLC
DECREASED91,166101,308-10,142-10%$73.2M$46.6M-$26.6M2026-10-30
Guinness Asset Management LTD
DECREASED90,63690,796-1600%$65.6M$46.3M-$19.3M2026-11-05
Illinois Municipal Retirement Fund
DECREASED89,58990,591-1,002-1%$65.5M$45.8M-$19.7M2026-11-05
Exchange Traded Concepts, LLC
INCREASED89,43582,740+6,695+8%$59.8M$45.7M-$14.1M2026-10-28
Louisiana State Employees Retirement System
DECREASED89,00091,700-2,700-3%$66.3M$45.5M-$20.8M2026-10-20
North Growth Management Ltd.
DECREASED89,00091,000-2,000-2%$65.8M$45.4M-$20.4M2026-10-20
Midwest Trust Co
DECREASED88,97895,762-6,784-7%$69.2M$45.5M-$23.7M2026-10-22
State of Alaska, Department of Revenue
INCREASED87,95786,706+1,251+1%$62.7M$45.0M-$17.7M2026-10-15
Avanza Fonder AB
INCREASED87,85778,803+9,054+11%$57.0M$44.9M-$12.0M2026-10-13
Zevenbergen Capital Investments LLC
INCREASED86,80078,800+8,000+10%$57.0M$44.4M-$12.6M2026-10-08
Mutual of America Capital Management LLC
DECREASED84,67285,201-529-1%$61.6M$43.3M-$18.3M2026-10-23
Guyasuta Investment Advisors Inc
DECREASED84,485109,153-24,668-23%$78.9M$43.2M-$35.7M2026-10-15
Badgley Phelps Wealth Managers, LLC
INCREASED83,70882,648+1,060+1%$59.8M$42.8M-$16.9M2026-10-22
SteelPeak Wealth, LLC
DECREASED83,24584,338-1,093-1%$61.0M$42.6M-$18.4M2026-10-16
Natixis
NEW82,019—+82,019——$41.9M—2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED80,59486,486-5,892-7%$62.5M$41.2M-$21.3M2026-10-13
Harbor Island Capital LLC
DECREASED80,16992,498-12,329-13%$66.9M$41.0M-$25.9M2026-10-23
Carmel Capital Management L.L.C.
DECREASED78,93379,258-3250%$57.3M$40.4M-$16.9M2026-10-30
Yousif Capital Management, LLC
DECREASED78,20779,018-811-1%$57.1M$40.0M-$17.1M2026-10-22
Maryland State Retirement & Pension System
INCREASED76,34842,680+33,668+79%$30.9M$39.0M+$8.2M2026-11-05
TD Waterhouse Canada Inc.
DECREASED75,928120,779-44,851-37%$78.5M$40.2M-$38.3M2026-10-16
Generali Asset Management SPA SGR
DECREASED73,98774,898-911-1%$54.2M$37.8M-$16.3M2026-10-26
Eastern Bank
DECREASED73,55976,969-3,410-4%$55.6M$37.6M-$18.0M2026-10-05
Pinnacle Associates LTD
DECREASED73,24992,679-19,430-21%$67.0M$37.5M-$29.5M2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED73,19965,311+7,888+12%$42.5M$38.7M-$3.8M2026-11-04
Sava Infond d.o.o.
INCREASED71,93070,530+1,400+2%$51.0M$36.8M-$14.2M2026-10-28
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED70,23775,567-5,330-7%$54.6M$35.9M-$18.7M2026-10-21
Bokf, NA
DECREASED69,32771,988-2,661-4%$52.0M$35.5M-$16.6M2026-10-27
Covea Finance
INCREASED69,20956,109+13,100+23%$40.6M$35.4M-$5.2M2026-10-21
Meitav Investment House LTD
INCREASED68,6294,817+63,812+1325%$3.5M$35.1M+$31.6M2026-10-28
Capital Investment Counsel, Inc
DECREASED68,11068,157-470%$49.3M$34.8M-$14.4M2026-10-20
First Nebraska Trust Co
DECREASED65,96286,058-20,096-23%$62.2M$33.7M-$28.5M2026-10-30
Zweig-DiMenna Associates LLC
INCREASED65,50654,128+11,378+21%$39.1M$33.5M-$5.6M2026-11-06
Merit Financial Group, LLC
INCREASED64,66963,218+1,451+2%$45.7M$33.1M-$12.6M2026-11-06
MGO One Seven LLC
DECREASED63,80666,913-3,107-5%$48.4M$32.6M-$15.7M2026-10-28
Calamos Wealth Management LLC
DECREASED63,35274,919-11,567-15%$54.2M$32.4M-$21.8M2026-11-02
HUB Investment Partners, LLC
INCREASED62,11352,157+9,956+19%$37.7M$31.8M-$5.9M2026-11-03
LBP AM SA
DECREASED61,995118,355-56,360-48%$85.6M$31.7M-$53.9M2026-11-06
Vise Technologies, Inc.
NEW61,828—+61,828——$31.6M—2026-10-29
Gulf International Bank (UK) Ltd
UNCHANGED61,68961,68900%$44.6M$31.5M-$13.1M2026-10-20
First Citizens Bank & Trust Co
INCREASED61,37757,637+3,740+6%$41.7M$31.4M-$10.3M2026-10-14
Jamison Private Wealth Management, Inc.
DECREASED60,90361,132-2290%$44.2M$31.1M-$13.1M2026-10-14
Allworth Financial LP
INCREASED60,23252,923+7,309+14%$38.3M$43.5M+$5.3M2026-11-06
Cambiar Investors LLC
INCREASED59,96055,507+4,453+8%$40.1M$30.7M-$9.5M2026-11-04
LVM Capital Management LTD
DECREASED58,87065,908-7,038-11%$47.7M$30.1M-$17.5M2026-10-20
Jacobs & Co
DECREASED58,45658,701-2450%$42.4M$29.9M-$12.5M2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED57,63954,751+2,888+5%$39.6M$29.5M-$10.1M2026-10-13
ProVise Management Group, LLC
DECREASED57,62258,658-1,036-2%$42.4M$29.5M-$12.9M2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED57,59062,818-5,228-8%$45.4M$29.5M-$16.0M2026-10-29
Concurrent Investment Advisors, LLC
INCREASED57,39335,585+21,808+61%$25.7M$29.3M+$3.6M2026-10-16
WoodTrust Financial Corp
DECREASED57,38960,159-2,770-5%$43.5M$29.3M-$14.1M2026-10-09
King Luther Capital Management Corp
INCREASED56,74454,146+2,598+5%$39.1M$29.0M-$10.1M2026-11-05
Glenview Trust Co
INCREASED55,51652,980+2,536+5%$38.3M$28.4M-$9.9M2026-10-28
Lmcg Investments, LLC
DECREASED54,65861,133-6,475-11%$44.2M$28.0M-$16.2M2026-10-21
Franklin Street Advisors Inc
INCREASED53,74545,760+7,985+17%$33.1M$27.5M-$5.6M2026-10-13
Capital Investment Advisors, LLC
DECREASED53,17354,270-1,097-2%$39.2M$27.2M-$12.0M2026-10-22
Cullen T Bankers, Inc.
DECREASED52,68658,680-5,994-10%$42.4M$26.9M-$15.5M2026-10-28
Banque Pictet & CIE SA
INCREASED51,19550,506+689+1%$36.4M$26.1M-$10.3M2026-10-16
Savant Capital, LLC
INCREASED50,27835,324+14,954+42%$24.2M$25.7M+$1.5M2026-11-06
EverSource Wealth Advisors, LLC
DECREASED50,18651,878-1,692-3%$37.5M$25.7M-$11.8M2026-11-04
Crossmark Global Holdings, Inc.
INCREASED49,44244,626+4,816+11%$32.3M$25.3M-$7.0M2026-10-21
Hennion & Walsh Asset Management, Inc.
DECREASED49,36550,817-1,452-3%$36.7M$25.2M-$11.5M2026-10-13
Smithbridge Asset Management Inc
DECREASED48,97951,018-2,039-4%$36.9M$25.0M-$11.8M2026-10-19
Brookstone Capital Management
DECREASED48,76957,769-9,000-16%$41.8M$24.9M-$16.8M2026-10-22
Applied Finance Capital Management, LLC
DECREASED48,41883,758-35,340-42%$60.6M$24.8M-$35.8M2026-11-03
Matrix Asset Advisors Inc
DECREASED47,84748,044-1970%$34.7M$24.5M-$10.3M2026-10-13
Cullinan Associates Inc
DECREASED46,33246,437-1050%$33.6M$23.7M-$9.9M2026-11-03
Atria Investments, Inc
INCREASED45,08143,600+1,481+3%$31.5M$23.1M-$8.5M2026-10-15
HB Wealth Management, LLC
INCREASED44,65839,072+5,586+14%$28.2M$22.8M-$5.4M2026-10-23
China Universal Asset Management Co., Ltd.
INCREASED44,62041,061+3,559+9%$29.7M$22.8M-$6.8M2026-10-28
J.W. Cole Advisors, Inc.
DECREASED44,55146,176-1,625-4%$33.4M$22.8M-$10.6M2026-11-05
Moran Wealth Management, LLC
DECREASED44,39046,459-2,069-4%$33.6M$22.7M-$10.9M2026-10-22
Oppenheimer & Co Inc
DECREASED43,73045,900-2,170-5%$33.2M$22.4M-$10.8M2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED43,62243,605+17+0%$31.5M$22.3M-$9.2M2026-10-15
One Way Holdings LLC
INCREASED42,53639,014+3,522+9%$28.2M$21.8M-$6.5M2026-10-29
Hartford Investment Management Co
DECREASED42,49943,864-1,365-3%$31.7M$21.7M-$10.0M2026-11-04
F&V Capital Management, LLC
INCREASED42,29842,185+113+0%$30.5M$21.6M-$8.9M2026-10-19
Prospera Financial Services Inc
DECREASED42,19270,875-28,683-40%$51.3M$16.5M-$34.8M2026-11-04
D.A. Davidson & Co.
DECREASED42,01248,872-6,860-14%$35.3M$21.5M-$13.9M2026-10-28
American National Bank & Trust
DECREASED40,99043,072-2,082-5%$31.1M$21.0M-$10.2M2026-10-07
KCM Investment Advisors LLC
DECREASED40,53342,903-2,370-6%$31.0M$20.7M-$10.3M2026-10-27
Global X Japan Co., Ltd.
DECREASED39,95748,594-8,637-18%$35.1M$20.4M-$14.7M2026-10-21
JAG Capital Management, LLC
DECREASED39,64852,874-13,226-25%$38.2M$20.3M-$18.0M2026-11-06
New Mexico Educational Retirement Board
UNCHANGED39,48639,48600%$28.5M$20.2M-$8.4M2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED39,40939,786-377-1%$28.8M$20.2M-$8.6M2026-10-22
Clearstead Advisors, LLC
DECREASED39,08840,185-1,097-3%$29.1M$20.0M-$9.1M2026-11-06
William Allan Corp
DECREASED39,01040,181-1,171-3%$29.1M$19.9M-$9.1M2026-10-14
First American Bank
DECREASED38,96539,615-650-2%$28.6M$19.9M-$8.7M2026-10-27
Suncoast Equity Management
DECREASED38,74139,743-1,002-3%$28.7M$19.8M-$8.9M2026-11-03
Howard Capital Management, LLC
INCREASED38,48522,341+16,144+72%$16.2M$19.7M+$3.5M2026-10-16
Verdence Capital Advisors LLC
INCREASED38,01135,859+2,152+6%$25.9M$19.4M-$6.5M2026-10-26
Farther Finance Advisors, LLC
INCREASED37,61432,370+5,244+16%$23.4M$19.2M-$4.1M2026-10-08
Ag2r LA Mondiale Gestion D'actifs
INCREASED37,46934,826+2,643+8%$25.2M$19.2M-$6.0M2026-10-26
Burney Co/
DECREASED37,40838,070-662-2%$27.5M$19.1M-$8.4M2026-10-15
E. Ohman J:or Asset Management AB
INCREASED37,22136,471+750+2%$26.4M$19.0M-$7.3M2026-10-22
Modera Wealth Management, LLC
DECREASED37,18637,783-597-2%$27.3M$19.0M-$8.3M2026-10-28
Spire Wealth Management
DECREASED37,06739,393-2,326-6%$28.5M$19.0M-$9.5M2026-10-30
Fisher Funds Management LTD
DECREASED36,70240,717-4,015-10%$29.4M$18.8M-$10.7M2026-10-13
Markel Group Inc.
UNCHANGED36,35036,35000%$26.3M$18.6M-$7.7M2026-10-30
CenterBook Partners LP
INCREASED36,0798,510+27,569+324%$6.2M$18.5M+$12.3M2026-11-02
Patton Albertson Miller Group, LLC
DECREASED35,35836,852-1,494-4%$26.6M$18.1M-$8.6M2026-10-26
Burr Financial Services, LLC
INCREASED35,34934,799+550+2%$25.2M$18.1M-$7.1M2026-10-08
Petredis Investment Advisors LLC
INCREASED35,12935,047+82+0%$25.3M$18.0M-$7.4M2026-10-20
Hall Laurie J Trustee
INCREASED35,07332,328+2,745+8%$23.4M$17.9M-$5.4M2026-10-06
Montag A & Associates Inc
DECREASED34,79044,546-9,756-22%$32.2M$17.8M-$14.4M2026-10-29
Isthmus Partners, LLC
INCREASED34,66534,016+649+2%$24.6M$17.7M-$6.9M2026-10-21
M&G Plc
INCREASED34,5933,686+30,907+839%$2.7M$17.7M+$15.0M2026-11-04
Davenport & Co LLC
INCREASED33,73032,935+795+2%$23.7M$17.3M-$6.5M2026-10-14
Willis Investment Counsel
INCREASED33,56031,135+2,425+8%$22.5M$17.2M-$5.3M2026-10-20
Ascent Wealth Partners, LLC
DECREASED33,52549,131-15,606-32%$35.5M$17.1M-$18.4M2026-10-23
Naples Global Advisors, LLC
DECREASED33,05833,854-796-2%$24.5M$16.9M-$7.6M2026-11-05
GHP Investment Advisors, Inc.
DECREASED33,04737,342-4,295-11%$27.0M$16.9M-$10.1M2026-10-15
Citizens Financial Group Inc
INCREASED32,74832,374+374+1%$23.4M$16.7M-$6.7M2026-10-23
Univest Financial Corp
DECREASED32,67337,614-4,941-13%$27.2M$16.7M-$10.5M2026-11-05
Compass Wealth Management LLC
DECREASED32,17834,357-2,179-6%$24.8M$16.5M-$8.4M2026-10-22
Evergreen Private Wealth LLC
DECREASED31,94334,994-3,051-9%$25.7M$16.3M-$9.3M2026-10-30
Praxis Investment Management Inc
UNCHANGED31,87331,87300%$23.0M$16.3M-$6.7M2026-11-03
Citizens National Bank Trust Department
DECREASED31,41032,440-1,030-3%$23.5M$16.1M-$7.4M2026-11-04
Park Avenue Securities LLC
DECREASED31,37632,142-766-2%$23.2M$16.0M-$7.2M2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED31,27127,556+3,715+13%$19.9M$16.0M-$3.9M2026-10-27
Woodstock Corp
DECREASED31,01131,408-397-1%$22.7M$15.9M-$6.8M2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED30,99531,721-726-2%$22.9M$15.9M-$7.1M2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED30,88229,338+1,544+5%$21.2M$15.8M-$5.4M2026-10-26
Great Lakes Advisors, LLC
DECREASED30,83131,296-465-1%$22.6M$15.8M-$6.9M2026-11-06
Carret Asset Management, LLC
DECREASED30,78131,772-991-3%$23.0M$15.7M-$7.2M2026-11-04
Pacifica Partners Inc.
INCREASED30,06029,637+423+1%$17.9M$15.9M-$2.0M2026-10-09
Delta Financial Advisors LLC
DECREASED29,94430,132-188-1%$21.8M$15.3M-$6.5M2026-10-27
Apollon Wealth Management, LLC
INCREASED29,90329,846+57+0%$21.6M$15.3M-$6.3M2026-10-23
Blume Capital Management, Inc.
DECREASED29,76730,091-324-1%$21.8M$15.2M-$6.5M2026-10-26
Gold Investment Management Ltd.
DECREASED29,63730,195-558-2%$21.8M$15.2M-$6.7M2026-10-19
Kintegral Advisory, LLC
INCREASED29,52129,355+166+1%$21.2M$15.1M-$6.1M2026-10-16
Kepler Cheuvreux (Suisse) SA
INCREASED29,51828,062+1,456+5%$20.3M$15.1M-$5.2M2026-10-20
Quadrant Capital Group LLC
INCREASED29,47629,358+118+0%$21.2M$13.7M-$7.5M2026-10-20
Oppenheimer Asset Management Inc.
INCREASED29,11825,553+3,565+14%$18.5M$14.9M-$3.6M2026-10-27
Churchill Financial Advisors, LLC
INCREASED29,05628,502+554+2%$20.6M$14.9M-$5.7M2026-10-20
PKO Investment Management Joint-Stock Co
INCREASED29,00026,000+3,000+12%$18.8M$14.8M-$4.0M2026-10-19
First Community Trust NA
INCREASED28,57228,280+292+1%$20.4M$14.6M-$5.8M2026-10-07
Hartford Financial Management Inc.
INCREASED28,24528,239+6+0%$20.4M$14.4M-$6.0M2026-10-21
GAM Holding AG
DECREASED28,12237,829-9,707-26%$27.4M$14.4M-$13.0M2026-11-03
Sawgrass Asset Management LLC
DECREASED27,83228,062-230-1%$20.3M$14.2M-$6.1M2026-11-03
Plimoth Trust Co LLC
INCREASED27,61826,073+1,545+6%$18.9M$14.1M-$4.7M2026-10-26
Soltis Investment Advisors LLC
INCREASED27,56022,415+5,145+23%$16.2M$14.1M-$2.1M2026-10-28
UMB Bank, n.a.
INCREASED27,4109,138+18,272+200%$6.6M$14.0M+$7.4M2026-11-06
Parallel Advisors, LLC
INCREASED27,24927,226+23+0%$19.7M$13.9M-$5.7M2026-11-03
Midway Capital Research & Management
DECREASED27,08327,479-396-1%$19.9M$13.8M-$6.0M2026-10-20
Choreo, LLC
INCREASED26,75226,328+424+2%$19.0M$13.7M-$5.4M2026-10-28
Boston Common Asset Management, LLC
DECREASED26,23849,204-22,966-47%$35.6M$13.4M-$22.2M2026-10-13
Argonautica Private Wealth Management, Inc
DECREASED26,12327,270-1,147-4%$19.7M$13.4M-$6.4M2026-11-02
Greenleaf Trust
DECREASED26,12127,359-1,238-5%$19.8M$13.4M-$6.4M2026-10-29
Gamma Investing LLC
INCREASED25,92324,813+1,110+4%$17.9M$13.3M-$4.7M2026-10-08
Williams Jones Wealth Management, Llc.
DECREASED25,65025,731-810%$18.6M$13.1M-$5.5M2026-11-05
Welch Group, LLC
INCREASED25,55824,074+1,484+6%$17.4M$13.1M-$4.3M2026-10-29
Bailard, Inc.
DECREASED25,34526,857-1,512-6%$19.4M$13.0M-$6.5M2026-10-13
Leelyn Smith, LLC
DECREASED25,30727,114-1,807-7%$19.6M$12.9M-$6.7M2026-11-03
General American Investors Co Inc
UNCHANGED25,05225,05200%$18.1M$12.8M-$5.3M2026-11-02
CX Institutional
INCREASED24,6735,967+18,706+313%$4.3M$12.6K-$4.3M2026-10-02
Anchor Capital Advisors LLC
DECREASED24,55645,400-20,844-46%$32.8M$12.6M-$20.3M2026-11-05
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED24,52024,52000%$17.7M$12.5M-$5.2M2026-10-19
Empire Life Investments Inc.
DECREASED24,50124,947-446-2%$18.0M$12.5M-$5.5M2026-11-06
Hosking Partners LLP
DECREASED24,48025,682-1,202-5%$18.6M$12.5M-$6.0M2026-10-21
North Dakota State Investment Board
INCREASED24,28123,375+906+4%$16.9M$12.4M-$4.5M2026-10-27
Cache Advisors, LLC
INCREASED24,19317,867+6,326+35%$12.9M$12.4M-$546.0K2026-10-16
Cypress Asset Management Inc
INCREASED23,95023,172+778+3%$16.8M$12.2M-$4.5M2026-10-09
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED23,90227,712-3,810-14%$20.0M$12.2M-$7.8M2026-11-03
Analyst IMS Investment Management Services Ltd.
INCREASED23,43921,599+1,840+9%$15.6M$12.0M-$3.6M2026-11-05
Perigon Wealth Management, LLC
DECREASED23,04324,431-1,388-6%$17.7M$11.8M-$5.9M2026-10-22
First National Bank of Mount Dora, Trust Investment Services
INCREASED22,96222,690+272+1%$16.4M$11.7M-$4.7M2026-10-21
Frank, Rimerman Advisors LLC
DECREASED22,88823,084-196-1%$16.7M$11.7M-$5.0M2026-10-16
WealthPlan Investment Management, LLC
INCREASED22,68919,855+2,834+14%$14.4M$11.6M-$2.8M2026-10-15
Midwest Professional Planners, Ltd.
DECREASED22,29823,035-737-3%$16.7M$11.4M-$5.3M2026-10-29
Sycomore Asset Management
UNCHANGED22,25222,25200%$10.1K$10.1K$02026-10-26
Asset One Wealth Management LLC
INCREASED22,20217,915+4,287+24%$10.4M$11.4M+$973.2K2026-11-02
Capital Asset Advisory Services LLC
INCREASED22,11917,563+4,556+26%$12.7M$8.3M-$4.4M2026-10-30
Eurizon SLJ Capital Ltd
DECREASED22,09727,775-5,678-20%$20.1M$11.3M-$8.8M2026-11-06
Eliot Finkel Investment Counsel, LLC
DECREASED22,07522,085-100%$16.0M$11.3M-$4.7M2026-11-03
Eagle Rock Investment Company, LLC
INCREASED21,96621,497+469+2%$15.5M$11.2M-$4.3M2026-10-21
Kestra Private Wealth Services, LLC
DECREASED21,79024,453-2,663-11%$17.7M$11.1M-$6.5M2026-11-06
Bonness Enterprises Inc
UNCHANGED21,77621,77600%$15.7M$11.1M-$4.6M2026-10-08
Independent Financial Group, LLC
DECREASED21,77422,350-576-3%$16.2M$11.1M-$5.0M2026-10-13
Glass Wealth Management Co LLC
INCREASED21,74920,544+1,205+6%$14.9M$11.1M-$3.7M2026-10-28
Cornerstone Advisors, LLC
UNCHANGED21,73321,73300%$15.7M$11.1M-$4.6M2026-11-06
Scott & Selber, Inc.
INCREASED21,70321,687+16+0%$15.7M$11.1M-$4.6M2026-10-21
Jacobi Capital Management LLC
DECREASED21,59421,804-210-1%$15.8M$11.0M-$4.7M2026-11-05
Oak Harvest Investment Services
INCREASED21,5719,422+12,149+129%$6.8M$11.0M+$4.2M2026-10-20
Cullen Investment Group, Ltd.
INCREASED21,44419,353+2,091+11%$14.0M$10.7M-$3.3M2026-10-13
Daymark Wealth Partners, LLC
INCREASED21,42521,156+269+1%$15.3M$11.0M-$4.3M2026-11-04
Verus Capital Partners, LLC
INCREASED21,36210,829+10,533+97%$7.8M$10.9M+$3.1M2026-11-03
Family Legacy, Inc.
DECREASED21,36021,668-308-1%$15.7M$10.9M-$4.7M2026-10-13
Evergreen Capital Management LLC
DECREASED21,25621,409-153-1%$15.5M$10.9M-$4.6M2026-10-23
University of Texas S AM Investment Management Co
DECREASED21,15521,781-626-3%$15.7M$10.8M-$4.9M2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED20,83522,105-1,270-6%$16.0M$10.7M-$5.3M2026-10-13
Intact Investment Management Inc.
DECREASED20,68021,180-500-2%$15.3M$10.6M-$4.7M2026-11-03
Signaturefd, LLC
INCREASED20,65719,657+1,000+5%$14.2M$10.6M-$3.6M2026-10-23
Icici Prudential Asset Management Co Ltd
DECREASED20,62120,800-179-1%$15.0M$10.5M-$4.5M2026-11-06
Securian Asset Management, Inc
DECREASED20,61121,046-435-2%$11.1M$10.5M-$607.2K2026-11-06
Verde Servicos Internacionais S.A.
NEW20,409—+20,409——$10.4M—2026-10-26
Sterling Capital Management LLC
DECREASED20,03922,071-2,032-9%$16.0M$10.2M-$5.7M2026-10-22
Philadelphia Trust Co
DECREASED20,01023,010-3,000-13%$16.6M$10.2M-$6.4M2026-11-05
Plato Investment Management Ltd
DECREASED19,84119,885-440%$14.3M$10.2M-$4.1M2026-11-05
Eagle Capital Management, LLC
DECREASED19,67919,932-253-1%$14.4M$10.1M-$4.3M2026-10-19
Regions Financial Corp
INCREASED19,62819,485+143+1%$14.1M$10.0M-$4.1M2026-11-05
ARS Investment Partners, LLC
DECREASED19,49020,906-1,416-7%$15.1M$10.0M-$5.1M2026-11-05
Fortem Financial Group, LLC
INCREASED19,46519,333+132+1%$14.0M$10.0M-$4.0M2026-10-20
Perennial Advisors, LLC
DECREASED19,43619,852-416-2%$14.4M$9.9M-$4.4M2026-10-13
Stanley-Laman Group, Ltd.
DECREASED19,42219,689-267-1%$14.2M$9.9M-$4.3M2026-10-20
Artemis Wealth Advisors, LLC
INCREASED19,00014,000+5,000+36%$10.1M$9.7M-$405.8K2026-11-05
Tema Etfs LLC
INCREASED18,94618,181+765+4%$13.1M$9.7M-$3.5M2026-10-16
Institute for Wealth Management, Llc.
DECREASED18,81818,840-220%$13.6M$9.6M-$4.0M2026-11-06
Phraction Management LLC
DECREASED18,37721,394-3,017-14%$15.5M$9.4M-$6.1M2026-10-14
Jackson Square Capital, LLC
INCREASED18,20516,863+1,342+8%$12.2M$9.3M-$2.9M2026-10-19
Processus Wealth & Capital Management, LLC
INCREASED18,19917,044+1,155+7%$12.3M$9.3M-$3.0M2026-10-16
Gibbs Wealth Management
INCREASED18,19216,308+1,884+12%$11.8M$9.3M-$2.5M2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED18,17618,089+87+0%$13.1M$9.3M-$3.8M2026-11-04
Progressive Investment Management Corp
DECREASED18,10518,317-212-1%$13.2M$9.3M-$4.0M2026-10-26
Red Spruce Capital, LLC
DECREASED18,08018,124-440%$13.1M$9.2M-$3.9M2026-10-07
Cornerstone Wealth Group, LLC
INCREASED17,88817,509+379+2%$12.7M$9.1M-$3.5M2026-11-02
Droms Strauss Advisors Inc
UNCHANGED17,82017,82000%$12.9M$9.1M-$3.8M2026-11-03
Koshinski Asset Management, Inc.
DECREASED17,77218,988-1,216-6%$13.7M$9.1M-$4.6M2026-10-29
Fruth Investment Management
DECREASED17,75017,975-225-1%$13.0M$9.1M-$3.9M2026-10-13
Penobscot Investment Management Company, Inc.
INCREASED17,74117,551+190+1%$12.7M$9.1M-$3.6M2026-10-26
Meiji Yasuda America Inc
INCREASED17,53714,124+3,413+24%$10.2M$9.0M-$1.2M2026-10-22
Pflug Koory, LLC
DECREASED17,29517,343-480%$12.5M$8.8M-$3.7M2026-10-26
Masterinvest Kapitalanlage GmbH
INCREASED17,17217,151+21+0%$12.4M$8.8M-$3.6M2026-11-03
Guardian Partners Inc.
INCREASED17,14814,269+2,879+20%$10.3M$8.8M-$1.5M2026-10-21
Generali Investments, Management Co LLC
INCREASED17,1053,223+13,882+431%$2.3M$8.7M+$6.4M2026-10-19
SVB Wealth LLC
INCREASED17,07216,760+312+2%$12.1M$8.7M-$3.4M2026-11-06
Bdf-Gestion
DECREASED16,94919,099-2,150-11%$3.0M$8.7M+$5.7M2026-10-19
Founders Capital Management
INCREASED16,93116,913+18+0%$12.2M$8.7M-$3.6M2026-10-13
Marathon Wealth Advisors LLC
DECREASED16,92417,172-248-1%$12.4M$8.7M-$3.8M2026-11-04
Curat Global, LLC
INCREASED16,85614,756+2,100+14%$12.2M$8.6M-$3.6M2026-10-26
SP Asset Management LLC
DECREASED16,81217,191-379-2%$12.4M$8.6M-$3.8M2026-11-05
Mather Group, Llc.
DECREASED16,66416,923-259-2%$12.2M$8.5M-$3.7M2026-10-14
Baker Chad R
UNCHANGED16,53016,53000%$12.0M$8.5M-$3.5M2026-10-22
SFE Investment Counsel
DECREASED16,52017,438-918-5%$12.6M$8.4M-$4.2M2026-10-29
SevenBridge Financial Group, LLC
DECREASED16,48423,115-6,631-29%$12.5M$6.7M-$5.8M2026-10-26
Triglav Investments, D.O.O.
DECREASED16,37627,111-10,735-40%$19.6M$8.4M-$11.2M2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED16,30015,894+406+3%$11.5M$8.3M-$3.2M2026-10-05
Barnes Dennig Private Wealth Management LLC
DECREASED16,21418,086-1,872-10%$13.1M$8.3M-$4.8M2026-10-30
Left Brain Wealth Management, LLC
DECREASED16,17917,735-1,556-9%$12.8M$8.3M-$4.5M2026-10-28
Capelight Capital Asset Management LP
DECREASED16,00017,000-1,000-6%$12.3M$8.2M-$4.1M2026-10-23
S-Bank Fund Management Ltd
INCREASED15,9868,793+7,193+82%$6.4M$8.2M+$1.8M2026-11-06
Patriot Financial Group Insurance Agency, LLC
INCREASED15,7148,798+6,916+79%$6.4M$8.0M+$1.7M2026-10-14
Romano Brothers and Company
DECREASED15,69716,099-402-2%$11.6M$8.0M-$3.6M2026-10-22
RBA Wealth Management, LLC
INCREASED15,57714,647+930+6%$10.6M$8.0M-$2.6M2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED15,51415,402+112+1%$11.1M$7.9M-$3.2M2026-10-20
Genoa Capital Gestora de Recursos Ltda.
DECREASED15,42230,949-15,527-50%$22.4M$7.9M-$14.5M2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED15,39214,999+393+3%$10.8M$7.9M-$3.0M2026-11-03
Fulton Bank, N.A.
DECREASED15,29919,792-4,493-23%$14.3M$7.8M-$6.5M2026-10-14
Advisory Resource Group
DECREASED15,29818,476-3,178-17%$13.4M$7.8M-$5.5M2026-10-26
Conning Inc.
INCREASED15,06013,183+1,877+14%$9.5M$7.7M-$1.8M2026-10-27
Bill Few Associates, Inc.
DECREASED15,00419,033-4,029-21%$13.8M$7.7M-$6.1M2026-10-09
Tandem Capital Management Corp
DECREASED14,92315,601-678-4%$11.3M$7.6M-$3.6M2026-10-22
Wedmont Private Capital
INCREASED14,64213,803+839+6%$8.3M$7.5M-$854.9K2026-10-09
Ritholtz Wealth Management
INCREASED14,63214,184+448+3%$10.3M$7.5M-$2.8M2026-11-05
Norden Group LLC
INCREASED14,60713,210+1,397+11%$9.6M$7.5M-$2.1M2026-10-20
Aaron Wealth Advisors LLC
DECREASED14,49615,406-910-6%$11.1M$7.4M-$3.7M2026-10-13
Chatham Capital Group, Inc.
DECREASED14,44214,460-180%$10.5M$7.4M-$3.1M2026-10-16
Level Four Advisory Services, LLC
DECREASED14,43115,966-1,535-10%$11.5M$7.4M-$4.2M2026-11-06
Fulcrum Asset Management LLP
INCREASED14,3554,640+9,715+209%$3.2M$7.3M+$4.1M2026-11-04
Central Trust Co
DECREASED14,35514,834-479-3%$10.7M$7.3M-$3.4M2026-11-05
TD Private Client Wealth LLC
INCREASED14,31010,911+3,399+31%$7.9M$7.3M-$570.8K2026-10-28
Wedbush Securities Inc
INCREASED14,13512,696+1,439+11%$9.2M$7.2M-$2.0M2026-10-22
Shayne & Jacobs, LLC
DECREASED14,05915,409-1,350-9%$11.1M$7.2M-$4.0M2026-10-21
IFP Advisors, Inc
DECREASED14,03214,578-546-4%$10.5M$7.2M-$3.4M2026-10-16
CFM Wealth Partners LLC
INCREASED13,99613,989+7+0%$10.1M$7.2M-$3.0M2026-11-05
Annex Advisory Services, LLC
DECREASED13,90715,145-1,238-8%$10.9M$7.1M-$3.8M2026-10-16
Guinness Atkinson Asset Management Inc
DECREASED13,84114,038-197-1%$10.1M$7.1M-$3.1M2026-11-05
Insight Inv LLC
DECREASED13,83613,858-220%$10.0M$7.1M-$2.9M2026-10-27
Professional Advisory Services Inc
INCREASED13,78613,230+556+4%$9.6M$7.1M-$2.5M2026-10-08
Brighton Jones LLC
INCREASED13,75113,705+46+0%$9.9M$7.0M-$2.9M2026-11-03
Allen Mooney & Barnes Investment Advisors LLC
INCREASED13,74913,482+267+2%$9.7M$7.0M-$2.7M2026-10-08
Optimas Capital Ltd
NEW13,640—+13,640——$7.0M—2026-11-03
Procyon Advisors, LLC
INCREASED13,57613,459+117+1%$9.7M$6.9M-$2.8M2026-10-21
Advanced Asset Management Advisors Inc
UNCHANGED13,55513,55500%$9.8M$6.9M-$2.9M2026-10-20
Shoker Investment Counsel, Inc.
DECREASED13,50714,488-981-7%$10.5M$6.9M-$3.6M2026-11-04
Caldwell Trust Co
DECREASED13,47713,692-215-2%$9.9M$6.9M-$3.0M2026-10-30
Jnba Financial Advisors
DECREASED13,45013,519-69-1%$9.8M$6.9M-$2.9M2026-11-03
SBI Securities Co., Ltd.
DECREASED13,32914,614-1,285-9%$10.6M$6.8M-$3.7M2026-10-22
Azzad Asset Management Inc
DECREASED13,29013,791-501-4%$10.0M$6.8M-$3.2M2026-11-04
Highland Capital Management, LLC
INCREASED13,28510,946+2,339+21%$7.9M$6.8M-$1.1M2026-10-26
Live Oak Private Wealth LLC
INCREASED13,22813,218+10+0%$9.6M$6.8M-$2.8M2026-11-02
Green Alpha Advisors, LLC
DECREASED13,03214,049-1,017-7%$10.2M$6.7M-$3.5M2026-10-08
Kornitzer Capital Management Inc
INCREASED12,85712,322+535+4%$8.9M$6.6M-$2.3M2026-11-03
Outfitters Financial LLC
DECREASED12,81213,742-930-7%$9.9M$6.6M-$3.4M2026-10-23
Concord Wealth Partners
INCREASED12,68912,645+44+0%$9.1M$6.5M-$2.7M2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED12,63912,659-200%$9.2M$6.5M-$2.7M2026-11-05
CWA Asset Management Group, LLC
DECREASED12,51512,639-124-1%$9.1M$6.4M-$2.7M2026-10-19
Compound Planning, Inc.
DECREASED12,50112,906-405-3%$9.3M$6.4M-$2.9M2026-11-05
Harfst & Associates, Inc.
DECREASED12,49912,803-304-2%$9.3M$6.4M-$2.9M2026-10-20
Linden Thomas Advisory Services, LLC
INCREASED12,49812,371+127+1%$8.9M$6.4M-$2.6M2026-10-19
Diversify Advisory Services, LLC
DECREASED12,47613,972-1,496-11%$7.2M$5.4M-$1.9M2026-10-20
Diversify Wealth Management, LLC
DECREASED12,47613,972-1,496-11%$7.2M$5.4M-$1.9M2026-10-20
Silver Lake Advisory, LLC
DECREASED12,46812,550-82-1%$9.1M$6.4M-$2.7M2026-10-22
180 Wealth Advisors, LLC
DECREASED12,42012,808-388-3%$9.3M$6.4M-$2.9M2026-11-03
Hudson Canyon Capital Management
DECREASED12,40613,203-797-6%$9.5M$6.3M-$3.2M2026-11-04
Hudson Edge Investment Partners Inc.
INCREASED12,31310,136+2,177+21%$7.3M$6.3M-$1.0M2026-10-28
Fragasso Financial Advisors Inc
DECREASED12,30013,343-1,043-8%$9.6M$6.2M-$3.4M2026-10-13
Concord Asset Management, LLC
INCREASED12,28811,939+349+3%$8.6M$6.3M-$2.3M2026-11-02
Nilsine Partners, LLC
INCREASED12,24411,751+493+4%$8.5M$6.3M-$2.2M2026-11-02
Nvwm, LLC
DECREASED12,14212,192-500%$8.8M$6.2M-$2.6M2026-10-14
Legal Advantage Investments, Inc.
UNCHANGED12,08112,08100%$8.7M$6.2M-$2.6M2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED12,05312,250-197-2%$8.9M$6.2M-$2.7M2026-10-13
Sagespring Wealth Partners, LLC
INCREASED12,01011,256+754+7%$8.1M$6.1M-$2.0M2026-10-22
Spirit of America Management Corp
INCREASED11,97011,920+50+0%$8.6M$6.1M-$2.5M2026-10-14
Thompson Siegel & Walmsley LLC
DECREASED11,90812,400-492-4%$9.0M$6.1M-$2.9M2026-11-05
Valley National Advisers Inc
DECREASED11,71612,120-404-3%$8.8M$6.0M-$2.8M2026-10-23
SAX Wealth Advisors, LLC
INCREASED11,64110,827+814+8%$3.7M$6.0M+$2.3M2026-10-13
LaFleur & Godfrey LLC
DECREASED11,59612,954-1,358-10%$9.4M$5.9M-$3.4M2026-10-27
Moors & Cabot, Inc.
DECREASED11,59112,265-674-5%$8.9M$5.9M-$2.9M2026-11-06
Ascent Group, LLC
INCREASED11,54811,311+237+2%$8.2M$5.9M-$2.3M2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED11,48410,544+940+9%$7.6M$5.9M-$1.8M2026-10-23
Kestra Investment Management, LLC
DECREASED11,47413,273-1,799-14%$9.6M$5.9M-$3.7M2026-11-04
Lebenthal Global Advisors, LLC
INCREASED11,38411,276+108+1%$8.2M$5.8M-$2.3M2026-10-28
Clear Harbor Asset Management, LLC
INCREASED11,28010,697+583+5%$7.7M$5.8M-$2.0M2026-11-05
EagleClaw Capital Managment, LLC
NEW11,140—+11,140——$5.7M—2026-11-06
Meridian Wealth Management, LLC
DECREASED11,13711,645-508-4%$8.4M$5.7M-$2.7M2026-11-05
Point Windward Advisors Inc.
DECREASED11,09311,855-762-6%$8.6M$5.7M-$2.9M2026-11-06
CV Advisors LLC
UNCHANGED11,02611,02600%$8.0M$5.6M-$2.3M2026-10-13
Mitchell Capital Management Co
INCREASED11,02410,962+62+1%$7.9M$5.6M-$2.3M2026-10-29
Chicago Partners Investment Group LLC
INCREASED11,0229,219+1,803+20%$5.2M$4.2M-$1.0M2026-10-27
Texas Bank & Trust Co
DECREASED10,99112,036-1,045-9%$8.7M$5.6M-$3.1M2026-11-04
Boomfish Wealth Group, LLC
INCREASED10,9489,265+1,683+18%$6.7M$5.6M-$1.1M2026-10-22
Arjuna Capital
INCREASED10,9119,933+978+10%$7.2M$5.6M-$1.6M2026-11-03
Florida Trust Wealth Management Co
INCREASED10,8788,397+2,481+30%$6.1M$5.6M-$508.2K2026-11-05
Blue Trust, Inc.
DECREASED10,76812,251-1,483-12%$8.9M$5.5M-$3.4M2026-10-15
Klingman & Associates, LLC
INCREASED10,76010,507+253+2%$7.6M$5.5M-$2.1M2026-10-20
Accurate Wealth Management, LLC
INCREASED10,7059,827+878+9%$5.9M$5.0M-$947.7K2026-10-20
Wright Investors Service Inc
DECREASED10,65616,070-5,414-34%$11.6M$5.4M-$6.2M2026-11-02
Greenfield Savings Bank
DECREASED10,62410,632-80%$7.7M$5.4M-$2.3M2026-10-07
Journey Advisory Group, LLC
DECREASED10,53311,263-730-6%$8.1M$5.4M-$2.8M2026-11-04
Maxi Investments CY Ltd
DECREASED10,41515,700-5,285-34%$11.4M$5.3M-$6.0M2026-10-26
Argus Investors' Counsel, Inc.
DECREASED10,40310,528-125-1%$7.6M$5.3M-$2.3M2026-10-09
Wealth Management Partners, LLC
DECREASED10,38811,006-618-6%$8.0M$5.3M-$2.6M2026-10-21
First Affirmative Financial Network
NEW10,380—+10,380——$5.3M—2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
DECREASED10,33611,085-749-7%$8.0M$5.3M-$2.7M2026-10-23
Venture Visionary Partners LLC
DECREASED10,21010,884-674-6%$7.9M$5.2M-$2.6M2026-10-07
TTP Investments, Inc.
INCREASED10,20010,198+2+0%$7.4M$5.2M-$2.2M2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED10,17310,723-550-5%$7.8M$5.2M-$2.6M2026-10-05
Sigma Planning Corp
DECREASED10,11412,058-1,944-16%$8.7M$5.2M-$3.5M2026-10-23
Great Lakes Retirement, Inc.
DECREASED10,10710,195-88-1%$7.4M$5.2M-$2.2M2026-10-26
Symphony Financial, Ltd. Co.
INCREASED10,0824,515+5,567+123%$3.2M$5.2M+$2.0M2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED10,0756,705+3,370+50%$4.7M$5.2M+$494.7K2026-10-13
Everhart Financial Group, Inc.
DECREASED10,06910,084-150%$7.3M$5.1M-$2.1M2026-10-08
VestGen Advisors, LLC
DECREASED9,98710,155-168-2%$7.3M$5.1M-$2.2M2026-10-27
Trust Co of Oklahoma
DECREASED9,90210,484-582-6%$7.6M$5.1M-$2.5M2026-10-15
Cohen Klingenstein LLC
UNCHANGED9,6009,60000%$6.9M$4.9M-$2.0M2026-10-15
Richards, Merrill & Peterson, Inc.
DECREASED9,5959,790-195-2%$7.1M$4.9M-$2.2M2026-10-19
Garner Asset Management Corp
DECREASED9,59110,549-958-9%$7.6M$3.7M-$3.9M2026-10-30
Forteris Wealth Management Inc.
DECREASED9,49810,328-830-8%$7.5M$4.9M-$2.6M2026-10-13
Sowell Financial Services LLC
DECREASED9,4909,549-59-1%$6.9M$4.9M-$2.1M2026-10-23
Cottage Street Advisors LLC
DECREASED9,4769,510-340%$6.7M$4.8M-$1.9M2026-10-19
Deseret Mutual Benefit Administrators
DECREASED9,3829,526-144-2%$6.9M$4.8M-$2.1M2026-11-04
Portside Wealth Group, LLC
INCREASED9,3237,895+1,428+18%$5.7M$4.8M-$940.6K2026-10-20
GC Wealth Management RIA, LLC
INCREASED9,2859,035+250+3%$6.5M$4.7M-$1.8M2026-11-02
Net Worth Advisory Group
DECREASED9,2729,588-316-3%$6.9M$4.9M-$2.0M2026-10-20
Maia Wealth LLC
DECREASED9,2399,473-234-2%$6.8M$4.7M-$2.1M2026-10-19
Goldenstone Wealth Management LLC
INCREASED9,2269,195+31+0%$6.6M$4.7M-$1.9M2026-11-04
Shuttleworth & Co
DECREASED9,2149,507-293-3%$6.9M$4.7M-$2.2M2026-10-30
Archford Capital Strategies, LLC
INCREASED9,2118,418+793+9%$6.1M$4.7M-$1.4M2026-10-19
Waters Parkerson & Co., LLC
UNCHANGED9,1059,10500%$6.6M$4.7M-$1.9M2026-11-04
Synergy Asset Management, LLC
INCREASED9,082621+8,461+1362%$449.0K$4.6M+$4.2M2026-11-05
Patten & Patten Inc
DECREASED9,0449,644-600-6%$7.0M$4.6M-$2.3M2026-10-26
Global Trust Asset Management, LLC
DECREASED9,0449,148-104-1%$6.6M$4.6M-$2.0M2026-10-19
Fourpath Capital Management, LLC
DECREASED9,0199,144-125-1%$6.6M$4.6M-$2.0M2026-10-19
Occidental Asset Management, LLC
DECREASED8,97811,846-2,868-24%$8.6M$4.6M-$4.0M2026-11-05
American State Bank (Iowa)
DECREASED8,9599,314-355-4%$6.7M$4.6M-$2.2M2026-11-03
Vision Capital Management, Inc.
INCREASED8,9518,786+165+2%$6.4M$4.6M-$1.8M2026-10-20
Pacific Capital Partners Ltd
INCREASED8,9194,509+4,410+98%$3.3M$4.6M+$1.3M2026-10-28
Agate Pass Investment Management, LLC
INCREASED8,8986,945+1,953+28%$5.0M$4.6M-$470.7K2026-10-20
Trust Asset Management LLC
DECREASED8,8698,880-110%$6.4M$4.5M-$1.9M2026-11-03
Stiles Financial Services Inc
DECREASED8,8459,098-253-3%$6.6M$4.5M-$2.1M2026-10-30
Cyndeo Wealth Partners, LLC
DECREASED8,84413,361-4,517-34%$9.7M$4.5M-$5.1M2026-10-16
AIA Group Ltd
INCREASED8,8311,758+7,073+402%$1.3M$4.5M+$3.2M2026-10-30
Burns J W & Co Inc
DECREASED8,6839,183-500-5%$6.6M$4.4M-$2.2M2026-10-20
XML Financial, LLC
DECREASED8,63812,508-3,870-31%$9.0M$4.4M-$4.6M2026-10-29
Csenge Advisory Group
DECREASED8,6059,074-469-5%$6.6M$4.4M-$2.2M2026-11-04
Shepherd Street Advisors LLC
DECREASED8,5348,550-160%$5.0M$4.3M-$627.1K2026-10-21
MKP Capital Management, L.L.C.
NEW8,500—+8,500——$4.3M—2026-11-04
Sky Investment Group LLC
INCREASED8,4384,262+4,176+98%$3.1M$4.3M+$1.2M2026-10-30
Simplicity Wealth,LLC
INCREASED8,3557,123+1,232+17%$5.2M$4.3M-$877.4K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED8,3427,787+555+7%$5.6M$4.3M-$1.4M2026-10-13
Kurv Investment Management LLC
INCREASED8,3347,650+684+9%$5.5M$4.3M-$1.3M2026-10-28
Smith Salley Wealth Management
DECREASED8,3278,330-30%$6.0M$4.3M-$1.8M2026-11-03
365 WMG Private Fund I: Primus Fund LLC
NEW8,304—+8,304——$4.2M—2026-10-20
Axecap Investments, LLC
DECREASED8,3048,813-509-6%$6.4M$4.2M-$2.1M2026-10-20
Bedel Financial Consulting, Inc.
DECREASED8,3018,677-376-4%$6.3M$4.2M-$2.0M2026-11-06
111 Capital
INCREASED8,2726,948+1,324+19%$5.0M$4.2M-$793.3K2026-11-03
Wellington Grp LLC
INCREASED8,2601,576+6,684+424%$1.1M$4.2M+$3.1M2026-11-06
Krilogy Financial LLC
INCREASED8,2207,628+592+8%$5.5M$4.1M-$1.4M2026-10-13
First National Trust Co
INCREASED8,1857,070+1,115+16%$5.1M$4.2M-$926.0K2026-10-28
RMR Wealth Builders
DECREASED8,1858,811-626-7%$6.4M$4.2M-$2.2M2026-10-22
FNY Investment Advisers, LLC
INCREASED8,1841,702+6,482+381%$1.2M$4.2M+$3.0M2026-10-16
Atlas Brown,Inc.
INCREASED8,1297,940+189+2%$5.7M$4.2M-$1.6M2026-10-09
Catalyst Capital Advisors LLC
DECREASED8,1088,674-566-7%$6.3M$4.1M-$2.1M2026-11-02
Lanark Financial, Inc.
DECREASED8,0988,697-599-7%$6.3M$4.1M-$2.1M2026-10-26
Pacific Sage Partners, LLC
DECREASED8,0848,275-191-2%$6.0M$4.1M-$1.8M2026-10-21
KMG Fiduciary Partners, LLC
DECREASED7,9349,442-1,508-16%$6.8M$4.1M-$2.8M2026-10-14
Kentucky Trust Co
INCREASED7,8957,880+15+0%$5.7M$4.0M-$1.7M2026-10-15
Hardy Reed LLC
INCREASED7,8827,378+504+7%$5.3M$4.0M-$1.3M2026-11-06
Valeo Financial Advisors, LLC
INCREASED7,8597,064+795+11%$5.1M$4.0M-$1.1M2026-10-08
Zions Bancorporation, National Association
INCREASED7,8016,870+931+14%$5.0M$4.0M-$977.7K2026-11-06
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED7,8005,700+2,100+37%$4.1M$4.0M-$132.3K2026-11-06
Bangor Savings Bank
DECREASED7,75910,061-2,302-23%$7.3M$4.0M-$3.3M2026-10-06
HF Advisory Group, LLC
INCREASED7,6686,178+1,490+24%$4.5M$3.9M-$545.1K2026-10-09
Catalyst Financial Partners LLC
INCREASED7,6587,631+27+0%$5.5M$3.9M-$1.6M2026-11-06
Perpetual Ltd
INCREASED7,6467,642+4+0%$5.5M$3.9M-$1.6M2026-10-13
Avestar Capital, LLC
DECREASED7,6227,925-303-4%$5.7M$3.9M-$1.8M2026-10-28
Wynn Capital, LLC
DECREASED7,5258,000-475-6%$5.8M$3.8M-$1.9M2026-10-13
Commonwealth Retirement Investments LLC
INCREASED7,5127,423+89+1%$5.4M$3.8M-$1.5M2026-10-26
Cigna Investments Inc
DECREASED7,4547,476-220%$5.4M$3.8M-$1.6M2026-10-19
Bochk Asset Management Ltd
DECREASED7,45010,781-3,331-31%$7.8M$3.8M-$4.0M2026-10-29
Cove Private Wealth, LLC
INCREASED7,4477,426+21+0%$5.4M$3.8M-$1.6M2026-10-28
Trek Financial, LLC
DECREASED7,43616,711-9,275-55%$12.1M$3.8M-$8.3M2026-10-29
Oak Thistle LLC
INCREASED7,3524,238+3,114+73%$3.1M$3.8M+$695.6K2026-10-21
Enterprise Financial Services Corp
DECREASED7,3447,403-59-1%$5.4M$3.8M-$1.6M2026-11-03
Premier Path Wealth Partners, LLC
INCREASED7,3317,198+133+2%$5.2M$3.7M-$1.5M2026-10-16
Aprio Wealth Management, LLC
INCREASED7,3216,474+847+13%$4.7M$3.7M-$936.9K2026-10-28
Fiduciary Alliance LLC
INCREASED7,2967,200+96+1%$5.2M$3.7M-$1.5M2026-10-13
Rede Wealth, LLC
DECREASED7,2587,290-320%$5.3M$3.7M-$1.6M2026-10-22
Private Trust Co NA
INCREASED7,2527,121+131+2%$5.1M$3.7M-$1.4M2026-10-20
Adirondack Trust Co
DECREASED7,2497,403-154-2%$5.4M$3.7M-$1.6M2026-10-14
Avantax Planning Partners, Inc.
INCREASED7,2127,182+30+0%$5.2M$3.7M-$1.5M2026-11-03
Cascade Investment Advisors, Inc.
DECREASED7,2058,192-987-12%$5.9M$3.7M-$2.2M2026-11-02
Verus Wealth Management, LLC
INCREASED7,177284+6,893+2427%$205.3K$3.7M+$3.5M2026-10-13
Central Pacific Bank - Trust Division
INCREASED7,1723,232+3,940+122%$2.3M$3.7M+$1.3M2026-10-06
Unique Wealth Strategies, LLC
UNCHANGED7,1457,14500%$5.2M$5.2M$02026-10-13
TKG Advisors, LLC
DECREASED7,1428,198-1,056-13%$5.9M$3.7M-$2.3M2026-11-02
Flagship Harbor Advisors, LLC
INCREASED7,0885,606+1,482+26%$4.1M$3.6M-$428.6K2026-10-26
Ipswich Investment Management Co., Inc.
DECREASED7,0417,366-325-4%$5.3M$3.6M-$1.7M2026-10-13
United Asset Strategies, Inc.
DECREASED6,9867,348-362-5%$5.3M$3.6M-$1.7M2026-10-28
Westside Investment Management, Inc.
DECREASED6,9637,113-150-2%$5.1M$3.6M-$1.6M2026-11-02
Confluence Wealth Services, Inc.
DECREASED6,9618,328-1,367-16%$6.0M$3.6M-$2.5M2026-11-05
McGlone Suttner Wealth Management, Inc.
INCREASED6,9576,951+6+0%$5.0M$3.6M-$1.5M2026-10-13
PCG Asset Management, LLC
INCREASED6,9362,003+4,933+246%$1.4M$3.5M+$2.1M2026-11-05
Bell Asset Management Ltd
INCREASED6,9284,657+2,271+49%$3.4M$3.5M+$175.8K2026-10-08
Tempus Wealth Planning, LLC
INCREASED6,9276,913+14+0%$5.0M$3.5M-$1.5M2026-10-14
SeaCrest Wealth Management, LLC
INCREASED6,8956,817+78+1%$4.9M$3.5M-$1.4M2026-10-21
Wealthcare Advisory Partners LLC
INCREASED6,8594,637+2,222+48%$3.4M$3.5M+$154.8K2026-10-21
Salvus Wealth Management, LLC
DECREASED6,8387,816-978-13%$5.7M$3.5M-$2.2M2026-10-13
Prudent Man Advisors, LLC
DECREASED6,8379,361-2,524-27%$6.8M$3.5M-$3.3M2026-11-03
Welch & Forbes LLC
UNCHANGED6,8366,83600%$4.9M$3.5M-$1.4M2026-11-04
Myriad Asset Management Advisors LLC
INCREASED6,8265,560+1,266+23%$4.0M$3.5M-$529.0K2026-11-03
Westover Capital Advisors, LLC
INCREASED6,8236,668+155+2%$4.8M$3.5M-$1.3M2026-10-26
Wilmington Savings Fund Society, FSB
DECREASED6,8017,575-774-10%$5.5M$3.5M-$2.0M2026-10-23
Advocate Group LLC
DECREASED6,7699,389-2,620-28%$6.8M$3.5M-$3.3M2026-10-19
True North Advisors, LLC
DECREASED6,7456,947-202-3%$5.0M$3.4M-$1.6M2026-10-22
Knights of Columbus Asset Advisors LLC
INCREASED6,7396,181+558+9%$4.5M$3.4M-$1.0M2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED6,7146,736-220%$4.9M$3.4M-$1.4M2026-10-20
EPG Wealth Management LLC
INCREASED6,6706,346+324+5%$4.6M$3.4M-$1.2M2026-11-03
AMF Tjanstepension AB
NEW6,638—+6,638——$3.4M—2026-10-22
Obermeyer Wealth Partners
INCREASED6,6306,609+21+0%$4.8M$3.4M-$1.4M2026-10-21
McKinney Capital Management, LLC
NEW6,620—+6,620——$3.4M—2026-11-06
Traynor Capital Management, Inc.
INCREASED6,6186,449+169+3%$4.7M$3.4M-$1.3M2026-10-29
Leonteq Securities AG
INCREASED6,6075,991+616+10%$4.3M$3.4M-$952.8K2026-10-29
MinichMacGregor Wealth Management, LLC
DECREASED6,5956,930-335-5%$5.0M$3.4M-$1.6M2026-10-14
3Chopt Investment Partners, LLC
INCREASED6,5616,308+253+4%$4.6M$3.4M-$1.2M2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED6,5395,882+657+11%$4.3M$3.3M-$908.7K2026-10-21
Strengthening Families & Communities, LLC
INCREASED6,4635,959+504+8%$4.3M$3.3M-$1.0M2026-10-21
Alpha Family Trust
UNCHANGED6,4456,44500%$4.7M$4.7M$02026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED6,4286,497-69-1%$4.7M$3.3M-$1.4M2026-10-27
Reflection Asset Management
INCREASED6,4006,317+83+1%$4.6M$3.3M-$1.3M2026-10-28
Value Partners Investments Inc.
INCREASED6,3925,364+1,028+19%$3.9M$3.3M-$593.6K2026-10-19
Sovran Advisors, LLC
INCREASED6,3426,308+34+1%$3.0M$2.7M-$331.4K2026-11-02
Wisconsin Wealth Advisors, LLC
DECREASED6,3396,846-507-7%$4.9M$3.2M-$1.7M2026-10-08
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED6,3005,100+1,200+24%$3.7M$3.2M-$465.0K2026-10-22
Beverly Hills Private Wealth, LLC
DECREASED6,2856,319-34-1%$4.6M$3.2M-$1.4M2026-11-04
Patten Group, Inc.
INCREASED6,2796,270+9+0%$4.5M$3.2M-$1.3M2026-10-26
Moneco Advisors, LLC
DECREASED6,2716,284-130%$4.5M$3.2M-$1.3M2026-11-05
Moody National Bank Trust Division
DECREASED6,2656,463-198-3%$4.7M$3.2M-$1.5M2026-10-06
Interchange Capital Partners, LLC
DECREASED6,2456,259-140%$4.5M$3.2M-$1.3M2026-10-28
Portfolio Design Labs, LLC
INCREASED6,2306,115+115+2%$4.4M$3.2M-$1.2M2026-11-04
TrinityBridge Ltd
INCREASED6,2165,302+914+17%$3.8M$3.2M-$655.0K2026-10-30
Paragon Private Wealth Management, LLC
DECREASED6,2036,801-598-9%$4.9M$3.2M-$1.7M2026-10-20
Orrstown Financial Services Inc
INCREASED6,1946,193+1+0%$4.5M$3.2M-$1.3M2026-10-14
S.E.E.D. Planning Group LLC
INCREASED6,1735,344+829+16%$3.9M$3.2M-$707.2K2026-10-07
AlphaCore Capital LLC
INCREASED6,1612,403+3,758+156%$1.7M$3.2M+$1.4M2026-11-04
Formuepleje A/S
DECREASED6,1388,381-2,243-27%$6.1M$3.1M-$2.9M2026-10-15
Successful Portfolios LLC
DECREASED6,1366,142-60%$3.7M$3.3M-$342.1K2026-10-09
71 West Capital Partners
DECREASED6,1176,141-240%$4.4M$3.1M-$1.3M2026-11-04
Retirement Guys Formula LLC
DECREASED6,0636,164-101-2%$4.5M$3.1M-$1.4M2026-10-26
BAR Harbor Wealth Management
DECREASED6,0356,611-576-9%$4.8M$3.1M-$1.7M2026-10-21
West Branch Capital LLC
INCREASED6,0215,661+360+6%$4.1M$3.1M-$1.0M2026-10-20
Chesley Taft & Associates LLC
DECREASED6,0116,055-44-1%$4.4M$3.1M-$1.3M2026-10-13
Pathway Wealth Management LLC
UNCHANGED6,0006,00000%$4.3M$3.1M-$1.3M2026-10-19
Grove Bank & Trust
DECREASED5,8956,665-770-12%$4.8M$3.0M-$1.8M2026-10-08
Fischer Financial Services, Inc.
DECREASED5,8865,985-99-2%$4.3M$3.0M-$1.3M2026-10-30
Wealth Enhancement Trust Services, Inc.
DECREASED5,8128,494-2,682-32%$6.1M$3.0M-$3.2M2026-10-07
Comprehensive Financial Consultants Institutional, Inc.
NEW5,787—+5,787——$3.0M—2026-10-15
Eagle Harbor Asset Management Inc
UNCHANGED5,7875,78700%$4.2M$3.0M-$1.2M2026-10-21
Virtue Capital Management, LLC
DECREASED5,7556,219-464-7%$4.5M$2.9M-$1.5M2026-10-29
Nfsg Corp
INCREASED5,7251,544+4,181+271%$1.1M$2.9M+$1.8M2026-10-15
Alta Advisers Ltd
INCREASED5,7183,236+2,482+77%$2.3M$2.9M+$584.4K2026-11-02
Triad Wealth Partners, LLC
INCREASED5,7045,222+482+9%$2.7M$2.9M+$210.5K2026-10-26
Consilium Wealth Advisory, LLC
DECREASED5,7026,119-417-7%$4.4M$2.9M-$1.5M2026-10-14
Pine Haven Investment Counsel, Inc
DECREASED5,6995,761-62-1%$4.2M$2.9M-$1.3M2026-11-02
Community Bank & Trust, Waco, Texas
INCREASED5,6645,527+137+2%$4.0M$2.9M-$1.1M2026-10-19
Ridgecrest Wealth Partners, LLC
DECREASED5,6185,621-30%$4.1M$2.9M-$1.2M2026-10-19
Facet Wealth, Inc.
INCREASED5,6034,739+864+18%$3.4M$2.9M-$561.0K2026-11-04
TCV Trust & Wealth Management, Inc.
INCREASED5,6005,588+12+0%$4.0M$2.9M-$1.2M2026-10-16
Capital Investment Advisory Services, LLC
INCREASED5,5894,782+807+17%$3.5M$2.9M-$601.2K2026-10-30
HBK Sorce Advisory LLC
DECREASED5,5655,902-337-6%$3.2M$1.8M-$1.4M2026-11-06
E&G Advisors, LLC
DECREASED5,5306,034-504-8%$4.4M$2.8M-$1.5M2026-10-13
Nations Financial Group Inc,
DECREASED5,5065,518-120%$4.0M$2.8M-$1.2M2026-11-05
Fingerlakes Wealth Management, Inc.
INCREASED5,5025,501+1+0%$4.0M$2.8M-$1.2M2026-11-04
Parkside Financial Bank & Trust
DECREASED5,4945,909-415-7%$4.3M$2.8M-$1.5M2026-10-27
InTrack Investment Management Inc
INCREASED5,4535,444+9+0%$3.9M$2.8M-$1.1M2026-10-15
Bank of New Hampshire
DECREASED5,4286,018-590-10%$4.4M$2.8M-$1.6M2026-10-06
Kenora Financial, LLC
DECREASED5,3645,392-28-1%$3.9M$2.7M-$1.2M2026-10-20
StoneX Group Inc.
DECREASED5,3485,624-276-5%$4.1M$2.7M-$1.3M2026-11-03
Provenance Wealth Advisors, LLC
INCREASED5,336333+5,003+1502%$240.8K$2.7M+$2.5M2026-10-30
DSG Capital Advisors, LLC
DECREASED5,3165,571-255-5%$3.3M$2.7M-$600.1K2026-11-05
Tobam
INCREASED5,308646+4,662+722%$467.0K$2.7M+$2.2M2026-11-03
Eagle Strategies LLC
DECREASED5,2775,340-63-1%$3.9M$2.7M-$1.2M2026-10-16
Summit Financial Strategies, Inc.
DECREASED5,2235,301-78-1%$3.8M$2.7M-$1.2M2026-10-14
Ballast Rock Private Wealth LLC
INCREASED5,2095,205+4+0%$3.8M$2.7M-$1.1M2026-10-26
Advisors Management Group Inc
DECREASED5,1595,480-321-6%$4.0M$2.6M-$1.3M2026-11-05
Gemmer Asset Management LLC
DECREASED5,1255,193-68-1%$3.8M$2.6M-$1.1M2026-10-16
Madson Wealth Advisors Inc
UNCHANGED5,1235,12300%$3.7M$2.6M-$1.1M2026-10-13
PDS Planning, Inc
DECREASED5,1215,220-99-2%$3.8M$2.6M-$1.2M2026-11-03
Tectonic Advisors LLC
DECREASED5,0936,438-1,345-21%$4.7M$2.6M-$2.1M2026-10-22
Western Financial Corp
DECREASED5,09111,908-6,817-57%$8.6M$2.6M-$6.0M2026-10-14
Novem Group
INCREASED5,0864,944+142+3%$3.6M$2.6M-$973.7K2026-10-19
Diligent Investors, LLC
DECREASED5,0735,213-140-3%$3.8M$2.6M-$1.2M2026-10-21
Ledyard National Bank
DECREASED5,0305,313-283-5%$3.8M$2.6M-$1.3M2026-10-21
Supplemental Annuity Collective Trust of NJ
DECREASED5,0245,090-66-1%$3.7M$2.6M-$1.1M2026-11-02
RM Financial Services, LLC
DECREASED5,0245,032-80%$3.6M$2.6M-$1.1M2026-11-03
Auto-Owners Insurance Co
DECREASED5,0146,068-1,054-17%$4.4M$2.6M-$1.8M2026-10-15
Triangle Securities Wealth Management
DECREASED4,9955,299-304-6%$3.8M$2.6M-$1.3M2026-10-14
Clearstead Trust, LLC
INCREASED4,9624,939+23+0%$3.6M$2.5M-$1.0M2026-11-06
Newman Dignan & Sheerar, Inc.
DECREASED4,9454,954-90%$3.6M$2.5M-$1.1M2026-10-21
Dorato Capital Management
DECREASED4,9435,178-235-5%$3.1M$2.6M-$546.2K2026-10-08
Stenger Family Office, LLC
DECREASED4,9425,626-684-12%$4.1M$2.3M-$1.8M2026-10-22
North Berkeley Wealth Management, LLC
DECREASED4,9095,243-334-6%$3.8M$2.5M-$1.3M2026-11-02
Jefferies Financial Group Inc.
DECREASED4,905127,897-122,992-96%$92.5M$2.5M-$90.0M2026-11-05
Byrne Asset Management LLC
DECREASED4,8985,748-850-15%$4.2M$2.6M-$1.6M2026-10-06
Summit Investment Advisors, Inc.\KS
UNCHANGED4,8744,87400%$3.5M$2.5M-$1.0M2026-11-05
Ibex Wealth Advisors
DECREASED4,87018,962-14,092-74%$13.7M$2.5M-$11.2M2026-11-06
Axxcess Wealth Management, LLC
DECREASED4,85229,325-24,473-83%$21.2M$2.5M-$18.7M2026-10-21
Hanseatic Management Services Inc
INCREASED4,8404,729+111+2%$3.4M$2.5M-$944.0K2026-10-27
Valicenti Advisory Services Inc
UNCHANGED4,8004,80000%$3.5M$2.5M-$1.0M2026-10-23
Wakefield Asset Management Lllp
INCREASED4,7884,772+16+0%$3.5M$2.4M-$1.0M2026-11-05
Cadent Capital Advisors, LLC
DECREASED4,7854,940-155-3%$3.6M$2.4M-$1.1M2026-10-09
My Personal CFO, LLC
INCREASED4,7524,741+11+0%$3.4M$2.4M-$997.7K2026-10-14
Everest Financial Group LLC
INCREASED4,7214,176+545+13%$3.0M$2.4M-$604.7K2026-11-06
Chicago Trust Co NA
DECREASED4,7164,797-81-2%$3.5M$2.4M-$1.1M2026-10-28
Antonelli Financial Advisors, LLC
UNCHANGED4,7144,71400%$3.4M$2.4M-$997.0K2026-10-13
Stablepoint Partners, LLC
DECREASED4,6816,045-1,364-23%$4.4M$2.4M-$2.0M2026-11-03
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED4,6655,365-700-13%$3.9M$2.4M-$1.5M2026-11-06
Triasima Portfolio Management inc.
INCREASED4,6561,577+3,079+195%$1.1M$2.4M+$1.2M2026-10-15
Opinicus Capital, Inc.
DECREASED4,6495,086-437-9%$3.7M$2.4M-$1.3M2026-10-28
Parsons Capital Management Inc
DECREASED4,6424,795-153-3%$3.5M$2.4M-$1.1M2026-10-28
Nautilus Advisors LLC
DECREASED4,6354,929-294-6%$3.0M$2.4M-$599.5K2026-10-07
Tealwood Asset Management Inc
DECREASED4,6234,832-209-4%$3.5M$2.4M-$1.1M2026-10-13
October Effect Ltd
DECREASED4,6214,770-149-3%$3.4M$2.4M-$1.1M2026-10-20
Willner & Heller, LLC
INCREASED4,6174,593+24+1%$3.3M$2.4M-$959.6K2026-10-28
Kanawha Capital Management LLC
INCREASED4,6063,896+710+18%$2.8M$2.4M-$461.3K2026-10-19
Paradigm Asset Management Co LLC
DECREASED4,6007,600-3,000-39%$5.5M$2.4M-$3.1M2026-11-05
Central Bank & Trust Co
DECREASED4,5994,658-59-1%$3.4M$2.4M-$1.0M2026-10-09
Trust Point Inc.
NEW4,562—+4,562——$2.3M—2026-10-27
Crew Capital Management, Ltd
INCREASED4,5604,545+15+0%$3.3M$2.3M-$954.1K2026-10-28
Whitener Capital Management, Inc.
DECREASED4,5485,159-611-12%$3.7M$2.3M-$1.4M2026-10-15
Next Level Private LLC
INCREASED4,5284,484+44+1%$3.2M$2.3M-$926.3K2026-10-20
Focus Financial Network, Inc.
DECREASED4,5164,535-190%$3.3M$2.3M-$969.3K2026-10-14
Summit Global Investments
INCREASED4,509411+4,098+997%$297.0K$2.3M+$2.0M2026-10-28
NIA Impact Advisors, LLC
DECREASED4,4936,261-1,768-28%$4.5M$2.3M-$2.2M2026-11-04
Atticus Wealth Management, LLC
INCREASED4,4874,159+328+8%$3.0M$2.3M-$712.3K2026-10-20
Lincoln Capital LLC
UNCHANGED4,4564,45600%$3.2M$2.3M-$943.0K2026-10-09
Bellecapital International Ltd.
INCREASED4,4504,413+37+1%$3.2M$2.3M-$915.0K2026-10-21
Wealth Alliance Advisory Group, LLC
DECREASED4,4495,063-614-12%$3.7M$2.3M-$1.4M2026-10-14
Apella Capital, LLC
INCREASED4,4243,744+680+18%$2.1M$2.3M+$227.3K2026-10-08
Angeles Wealth Management, LLC
DECREASED4,4215,881-1,460-25%$4.3M$2.3M-$2.0M2026-10-26
G&S Capital LLC
DECREASED4,4154,785-370-8%$3.5M$2.3M-$1.2M2026-10-23
Harmony Asset Management LLC
DECREASED4,4114,828-417-9%$3.5M$2.3M-$1.2M2026-10-20
Patton Fund Management, Inc.
DECREASED4,3796,718-2,339-35%$4.9M$2.2M-$2.6M2026-10-13
CFS Investment Advisory Services, LLC
INCREASED4,3784,351+27+1%$2.6M$2.3M-$302.3K2026-10-19
Barlow Wealth Partners, LLC
UNCHANGED4,3784,37800%$2.5M$2.3M-$176.1K2026-10-15
Golden State Wealth Management, LLC
INCREASED4,3374,102+235+6%$3.0M$2.2M-$747.5K2026-11-02
ZWJ Investment Counsel Inc
DECREASED4,3194,745-426-9%$3.4M$2.2M-$1.2M2026-10-15
Clear Creek Financial Management, LLC
INCREASED4,3114,294+17+0%$3.1M$2.2M-$899.9K2026-10-28
Grey Ledge Advisors, LLC
DECREASED4,2895,203-914-18%$3.8M$2.2M-$1.6M2026-11-02
LS Investment Advisors, LLC
INCREASED4,2641,714+2,550+149%$1.2M$2.2M+$941.3K2026-10-13
Searle & Co.
UNCHANGED4,2544,25400%$3.1M$2.2M-$900.3K2026-11-04
Northland Securities, Inc.
UNCHANGED4,2504,25000%$3.1M$2.2M-$899.4K2026-11-02
Parcion Private Wealth LLC
INCREASED4,2443,831+413+11%$2.8M$2.2M-$599.6K2026-10-28
Pictet North America Advisors SA
INCREASED4,2314,114+117+3%$3.0M$2.2M-$807.3K2026-10-21
Rakuten Securities, Inc.
INCREASED4,2263,803+423+11%$2.7M$2.2M-$588.5K2026-11-02
Bahl & Gaynor LLC
INCREASED4,2254,217+8+0%$3.0M$2.2M-$888.3K2026-11-05
Cornerstone Advisory, LLC
DECREASED4,1584,577-419-9%$3.3M$2.1M-$1.2M2026-11-06
Family Capital Management, Inc.
INCREASED4,1303,857+273+7%$2.8M$2.1M-$676.8K2026-11-03
Davidson Capital Management Inc.
DECREASED4,1244,257-133-3%$3.1M$2.1M-$968.9K2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED4,1143,792+322+8%$2.7M$1.9M-$764.9K2026-11-04
Americana Partners, LLC
INCREASED4,1041,779+2,325+131%$1.3M$2.1M+$812.4K2026-10-28
Cooper Financial Group
DECREASED4,0984,135-37-1%$3.0M$2.1M-$893.8K2026-10-07
PFG Advisors
DECREASED4,0914,287-196-5%$3.1M$2.1M-$1.0M2026-10-16
Argentarii, LLC
INCREASED4,0603,986+74+2%$2.1M$2.1M-$18.9K2026-10-28
Hollow Brook Wealth Management LLC
INCREASED4,0444,043+1+0%$2.9M$2.1M-$855.1K2026-10-29
Gryphon Financial Partners LLC
DECREASED4,0384,050-120%$2.9M$2.1M-$863.2K2026-11-04
Burton Enright Welch
INCREASED4,037759+3,278+432%$548.8K$2.1M+$1.5M2026-11-04
Claro Advisors Inc.
INCREASED4,0363,330+706+21%$2.4M$2.1M-$343.5K2026-11-02
One Advisory Partners, LLC
UNCHANGED4,0334,03300%$2.9M$2.1M-$853.5K2026-10-22
Mountain Pacific Investment Advisers LLC
UNCHANGED4,0104,01000%$2.9M$2.1M-$848.6K2026-10-29
Wolff Wiese Magana LLC
INCREASED4,0073,995+12+0%$2.9M$2.0M-$839.3K2026-10-15
Genus Capital Management Inc.
DECREASED4,00012,100-8,100-67%$8.7M$2.0M-$6.7M2026-11-04
Joel Isaacson & Co., LLC
INCREASED3,9833,839+144+4%$2.8M$2.0M-$738.7K2026-11-05
RD Finance Ltd
NEW3,980—+3,980——$2.0M—2026-10-26
Diversified Enterprises, LLC
DECREASED3,9733,996-23-1%$2.9M$2.0M-$857.5K2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED3,9713,970+1+0%$2.9M$2.0M-$839.0K2026-10-14
Finivi Inc.
INCREASED3,9663,836+130+3%$2.8M$2.0M-$745.2K2026-10-13
Legacy Advisors, LLC
DECREASED3,9373,980-43-1%$2.9M$2.0M-$863.8K2026-10-19
Carmel Capital Partners, LLC
DECREASED3,9156,126-2,211-36%$4.4M$2.0M-$2.4M2026-11-03
Falcon Wealth Planning
INCREASED3,9073,807+100+3%$2.8M$2.0M-$754.4K2026-11-06
Focus Wealth Advisors, LLC
DECREASED3,9063,979-73-2%$2.9M$2.0M-$879.3K2026-10-14
Cornerstone Wealth Management, LLC
DECREASED3,8854,142-257-6%$3.0M$2.0M-$1.0M2026-11-04
Summit Wealth Group LLC / Co
INCREASED3,8842,839+1,045+37%$2.1M$2.0M-$66.1K2026-10-29
Abacus Wealth Partners, LLC
DECREASED3,8773,998-121-3%$2.9M$2.0M-$908.0K2026-11-03
Wellington Shields Capital Management, LLC
INCREASED3,8752,380+1,495+63%$1.7M$2.0M+$260.9K2026-11-03
Capital Management Associates
DECREASED3,8754,375-500-11%$3.2M$2.0M-$1.2M2026-11-03
Wellington Shields & Co., LLC
DECREASED3,8754,350-475-11%$3.1M$2.0M-$1.2M2026-11-03
Swiss RE LTD
INCREASED3,8542,344+1,510+64%$1.7M$2.0M+$276.1K2026-11-06
Scratch Capital LLC
NEW3,841—+3,841——$2.0M—2026-11-02
Bria Capital Group, LLC
INCREASED3,8412,825+1,016+36%$2.0M$2.0M-$78.3K2026-10-22
Integrity Advisory Solutions, LLC
DECREASED3,8314,522-691-15%$3.3M$2.0M-$1.3M2026-10-29
Integrated Advisors Network LLC
DECREASED3,8153,827-120%$2.8M$2.0M-$815.7K2026-10-20
WealthPLAN Partners, LLC
INCREASED3,8132,718+1,095+40%$2.0M$2.0M-$15.2K2026-10-15
Weaver Capital Management LLC
INCREASED3,8121,711+2,101+123%$584.8K$1.9M+$1.4M2026-10-15
FSM Wealth Advisors, LLC
DECREASED3,8054,470-665-15%$3.2M$1.9M-$1.3M2026-10-27
Bell Bank
INCREASED3,7813,654+127+3%$2.6M$1.9M-$708.3K2026-10-21
Wealth Architects, LLC
INCREASED3,7633,288+475+14%$2.4M$1.9M-$452.9K2026-11-03
Coastline Trust Co
DECREASED3,7503,792-42-1%$2.7M$1.9M-$823.9K2026-10-01
Sentry LLC
UNCHANGED3,7423,74200%$2.7M$1.9M-$791.9K2026-10-30
FCG Investment Co
INCREASED3,7363,635+101+3%$2.6M$1.9M-$717.6K2026-10-13
Anchyra Partners LLC
INCREASED3,7283,625+103+3%$2.6M$1.9M-$714.5K2026-10-13
YHB Investment Advisors, Inc.
INCREASED3,7173,254+463+14%$2.4M$1.9M-$451.8K2026-10-08
Wiregrass Investment Management LLC
NEW3,697—+3,697——$1.9M—2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED3,6952,987+708+24%$2.2M$1.9M-$270.2K2026-10-08
Elevatus Welath Management
DECREASED3,6683,899-231-6%$2.8M$1.9M-$943.6K2026-10-19
Centerpoint Advisors, LLC
INCREASED3,6643,657+7+0%$2.6M$1.9M-$770.0K2026-11-05
City State Bank
DECREASED3,6203,720-100-3%$2.7M$1.9M-$838.4K2026-10-20
Oakworth Capital, Inc.
INCREASED3,5963,423+173+5%$2.4M$1.8M-$572.5K2026-10-26
Childress Capital Advisors, LLC
DECREASED3,5823,639-57-2%$2.6M$1.8M-$799.2K2026-10-28
GKV Capital Management Co., Inc.
INCREASED3,5483,467+81+2%$2.5M$1.8M-$692.3K2026-11-06
BG Investment Services, LLC
NEW3,547—+3,547——$1.8M—2026-10-23
Valmark Advisers, Inc.
INCREASED3,5422,960+582+20%$2.1M$1.8M-$328.7K2026-11-06
United Advisor Group, LLC
INCREASED3,5293,268+261+8%$2.4M$1.8M-$558.1K2026-11-03
Connective Portfolio Management, LLC
NEW3,500—+3,500——$1.8M—2026-10-22
Purus Wealth Management, LLC
DECREASED3,4983,515-170%$2.5M$1.8M-$752.3K2026-10-15
Acropolis Investment Management, LLC
INCREASED3,4833,479+4+0%$2.5M$1.8M-$734.1K2026-10-08
Foster Group, Inc.
INCREASED3,4823,160+322+10%$2.3M$1.8M-$504.0K2026-10-13
Alps Advisors Inc
DECREASED3,4813,669-188-5%$2.7M$1.8M-$872.6K2026-11-03
Shaker Investments LLC
DECREASED3,4706,642-3,172-48%$4.8M$1.8M-$3.0M2026-11-05
Courier Capital LLC
DECREASED3,4533,498-45-1%$2.5M$1.8M-$763.4K2026-10-19
Personal CFO Solutions, LLC
DECREASED3,4503,903-453-12%$2.8M$1.8M-$1.1M2026-11-06
Wesbanco Bank Inc
DECREASED3,4317,283-3,852-53%$5.3M$1.8M-$3.5M2026-11-04
Meriwether Wealth & Planning, LLC
INCREASED3,4303,258+172+5%$2.4M$1.8M-$601.5K2026-10-13
Aviance Capital Partners, LLC
INCREASED3,4283,410+18+1%$2.5M$1.8M-$712.7K2026-10-29
Cape Investment Advisory, Inc.
DECREASED3,4203,793-373-10%$2.7M$1.7M-$993.4K2026-10-13
Dumont & Blake Investment Advisors LLC
DECREASED3,4003,407-70%$2.5M$1.7M-$724.6K2026-10-28
Evermay Wealth Management LLC
INCREASED3,3993,251+148+5%$2.4M$1.7M-$612.2K2026-11-05
Clark Financial Services Group Inc
INCREASED3,3953,362+33+1%$2.4M$1.7M-$694.6K2026-10-19
Autumn Glory Partners, LLC
INCREASED3,3643,355+9+0%$2.4M$1.7M-$705.4K2026-10-26
Willow Creek Capital Management, Inc.
UNCHANGED3,3563,35600%$2.4M$2.4M$02026-10-16
Plancorp, LLC
INCREASED3,3522,586+766+30%$1.5M$1.3M-$180.5K2026-11-03
Axxion S.A.
INCREASED3,341166+3,175+1913%$120.0K$1.7M+$1.6M2026-10-22
Dutch Asset Corp
INCREASED3,3342,875+459+16%$2.1M$1.7M-$373.5K2026-10-20
Oslo Pensjonsforsikring AS
DECREASED3,3283,523-195-6%$2.5M$1.7M-$845.3K2026-10-15
SYM Financial Corp
INCREASED3,3143,077+237+8%$2.2M$1.7M-$529.9K2026-10-26
Versant Capital Management, Inc
INCREASED3,3083,221+87+3%$2.3M$1.7M-$637.1K2026-10-02
Strategic Blueprint, LLC
DECREASED3,3073,508-201-6%$2.5M$1.7M-$845.2K2026-10-22
Canandaigua National Bank & Trust Co
DECREASED3,2973,425-128-4%$2.5M$1.7M-$790.3K2026-10-07
Waldron Private Wealth LLC
DECREASED3,2883,392-104-3%$2.5M$1.7M-$771.0K2026-11-02
Alpha Omega Wealth Management LLC
DECREASED3,2703,438-168-5%$2.5M$1.7M-$813.5K2026-10-23
StoneRidge PMG Advisors, LLC
NEW3,253—+3,253——$1.7M—2026-11-04
Mirador Capital Partners LP
INCREASED3,2423,156+86+3%$2.3M$1.7M-$623.8K2026-10-09
Clark Asset Management, LLC
INCREASED3,2313,218+13+0%$2.3M$1.7M-$674.3K2026-10-19
Shepherd Financial Partners LLC
INCREASED3,2103,198+12+0%$2.3M$1.6M-$670.7K2026-11-03
Point Nemo Capital, LLC
NEW3,183—+3,183——$1.6M—2026-11-03
Leisure Capital Management
DECREASED3,1683,272-104-3%$2.4M$1.6M-$745.6K2026-11-03
Sound Income Strategies, LLC
INCREASED3,1522,338+814+35%$1.7M$1.6M-$84.8K2026-10-09
Guardian Investment Management
INCREASED3,1433,020+123+4%$2.2M$1.6M-$576.0K2026-10-23
LVZ, Inc.
DECREASED3,1423,144-20%$2.3M$1.6M-$666.4K2026-10-20
Harbour Capital Advisors, LLC
UNCHANGED3,1003,10000%$1.9M$1.6M-$282.5K2026-10-13
Contravisory Investment Management, Inc.
INCREASED3,0982,664+434+16%$1.9M$1.6M-$341.8K2026-10-13
Resonant Capital Advisors, LLC
INCREASED3,0842,900+184+6%$2.1M$1.6M-$519.6K2026-10-15
Focused Wealth Management, Inc
DECREASED3,0653,275-210-6%$2.4M$1.6M-$800.4K2026-10-30
Salomon & Ludwin, LLC
DECREASED3,0593,123-64-2%$2.0M$1.6M-$468.5K2026-10-29
Golden Reserve Retirement LLC
INCREASED3,0422,033+1,009+50%$1.5M$1.6M+$85.7K2026-11-02
Seek First Inc.
DECREASED3,0413,227-186-6%$2.3M$1.6M-$778.0K2026-10-27
Mesirow Financial Investment Management, Inc.
INCREASED3,0391,707+1,332+78%$1.2M$1.6M+$319.8K2026-11-05
Providence First Trust Co
DECREASED3,0314,639-1,608-35%$3.4M$1.5M-$1.8M2026-11-02
NBT Bank, N.A.
UNCHANGED3,0163,01600%$2.2M$1.5M-$638.2K2026-10-21
Patrick M Sweeney & Associates, Inc
INCREASED3,0123,005+7+0%$2.2M$1.5M-$632.3K2026-10-22
Waycross Partners, LLC
NEW3,011—+3,011——$1.5M—2026-11-03
Physicians Financial Services, Inc.
INCREASED3,0102,810+200+7%$2.0M$1.5M-$493.0K2026-11-04
Visionary Wealth Advisors
INCREASED3,0073,001+6+0%$2.2M$1.5M-$632.0K2026-11-04
LVW Advisors, LLC
DECREASED3,0023,528-526-15%$2.6M$1.5M-$1.0M2026-10-19
Twin Peaks Capital Ltd
DECREASED3,00017,000-14,000-82%$12.3M$1.5M-$10.8M2026-11-03
Boit C F David
UNCHANGED3,0003,00000%$2.2M$1.5M-$634.9K2026-10-29
Seven Mile Advisory
DECREASED2,9933,121-128-4%$2.3M$1.5M-$725.9K2026-10-22
Cane Capital Partners, LLC
INCREASED2,9811,669+1,312+79%$1.2M$1.5M+$317.7K2026-10-23
Rothwell Investment Advisors, LLC
NEW2,977—+2,977——$1.5M—2026-11-06
Key Client Fiduciary Advisors, LLC
INCREASED2,9732,930+43+1%$2.1M$1.5M-$597.8K2026-10-19
Independent Solutions Wealth Management, LLC
DECREASED2,9732,979-60%$2.2M$1.5M-$633.5K2026-10-28
Formidable Asset Management, LLC
DECREASED2,9663,488-522-15%$1.2M$2.1M+$952.3K2026-11-03
Ticino Wealth
UNCHANGED2,9502,95000%$2.1M$1.5M-$624.3K2026-10-13
NTV Asset Management LLC
UNCHANGED2,9422,94200%$2.1M$1.5M-$622.6K2026-10-23
Corps Capital Advisors, LLC
UNCHANGED2,9392,93900%$2.1M$1.5M-$622.0K2026-11-05
Abel Hall, LLC
DECREASED2,9263,043-117-4%$2.2M$1.5M-$703.8K2026-10-19
Diversified Management Inc
INCREASED2,9122,875+37+1%$2.1M$1.5M-$589.5K2026-10-08
Advisor OS, LLC
DECREASED2,9112,922-110%$2.1M$1.5M-$624.0K2026-11-03
Encompass Wealth Advisors, LLC
INCREASED2,9021,451+1,451+100%$1.0M$1.5M+$434.9K2026-10-15
Jordan Park Group LLC
UNCHANGED2,9002,90000%$2.1M$1.5M-$613.7K2026-11-06
Albert D Mason Inc
DECREASED2,8992,908-90%$2.1M$1.5M-$620.0K2026-10-27
Redmond Asset Management, LLC
DECREASED2,8942,995-101-3%$2.2M$1.5M-$685.5K2026-10-27
Plan Group Financial, LLC
DECREASED2,8893,244-355-11%$2.3M$1.2M-$1.2M2026-10-22
Old Port Advisors
DECREASED2,8872,936-49-2%$2.1M$1.5M-$646.3K2026-10-23
Westbourne Investment Advisors, Inc.
DECREASED2,8802,955-75-3%$2.1M$1.5M-$663.7K2026-10-20
Certuity, LLC
DECREASED2,8743,165-291-9%$2.3M$1.5M-$818.7K2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED2,8732,828+45+2%$2.0M$1.5M-$575.4K2026-10-21
Martin Capital Advisors, LLP
DECREASED2,8652,873-80%$2.1M$1.5M-$612.2K2026-10-15
Cypress Capital Group
INCREASED2,8612,487+374+15%$1.8M$1.5M-$335.0K2026-11-03
Probity Advisors, Inc.
DECREASED2,8582,913-55-2%$2.1M$1.5M-$644.6K2026-10-23
Lincoln Capital Corp
DECREASED2,8513,150-299-9%$2.3M$1.5M-$819.5K2026-10-13
Hudock, Inc.
INCREASED2,8442,825+19+1%$2.0M$1.5M-$588.6K2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED2,8311,656+1,175+71%$1.2M$1.4M+$249.9K2026-10-16
WD Rutherford LLC
DECREASED2,7982,898-100-3%$2.1M$1.4M-$664.4K2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED2,793953+1,840+193%$689.0K$1.4M+$739.1K2026-10-16
LEE Danner & Bass Inc
INCREASED2,7851,485+1,300+88%$1.1M$1.4M+$350.6K2026-10-27
Peoples Financial Services Corp.
DECREASED2,7743,480-706-20%$2.5M$1.4M-$1.1M2026-10-20
Bullock Wealth Management Group
INCREASED2,7702,751+19+1%$1.8M$1.5M-$324.7K2026-10-09
Connecticut Wealth Management, LLC
INCREASED2,7661,067+1,699+159%$771.5K$1.4M+$643.0K2026-10-13
M Holdings Securities, Inc.
NEW2,760—+2,760——$1.1K—2026-11-03
Compass Financial Management LLC
DECREASED2,7592,839-80-3%$1.7M$1.4M-$275.6K2026-10-30
Howland Capital Management LLC
DECREASED2,7522,819-67-2%$2.0M$1.4M-$630.8K2026-10-22
TruNorth Capital Management, LLC
INCREASED2,7402,581+159+6%$1.9M$1.4M-$464.9K2026-10-14
Intesa Sanpaolo Wealth Management
DECREASED2,7402,815-75-3%$2.0M$1.4M-$634.1K2026-10-28
Strategy Asset Managers LLC
INCREASED2,7381,231+1,507+122%$890.1K$1.4M+$510.1K2026-10-14
Aviso Wealth Management
INCREASED2,7332,672+61+2%$1.9M$1.4M-$534.9K2026-11-04
Duncker Streett & Co Inc
DECREASED2,7302,770-40-1%$2.0M$1.4M-$606.6K2026-10-27
Chilton Capital Management LLC
UNCHANGED2,7252,72500%$2.0M$1.4M-$576.7K2026-10-28
Chemung Canal Trust Co
DECREASED2,7223,018-296-10%$2.2M$1.4M-$790.0K2026-11-04
Canopy Partners, LLC
DECREASED2,7152,753-38-1%$2.0M$1.4M-$602.0K2026-10-28
Caliber Wealth Management, LLC / KS
INCREASED2,7132,610+103+4%$1.9M$1.4M-$499.2K2026-11-04
Grant Private Wealth Management Inc
DECREASED2,7072,900-193-7%$2.1M$1.4M-$712.5K2026-10-19
Principle Wealth Partners LLC
INCREASED2,6991,947+752+39%$1.4M$1.4M-$26.8K2026-11-02
Impact Capital Partners LLC
INCREASED2,6982,236+462+21%$1.6M$1.4M-$236.9K2026-10-22
Tlwm
DECREASED2,6952,725-30-1%$2.0M$1.4M-$592.0K2026-10-09
Indivisible Partners
DECREASED2,6934,131-1,438-35%$3.0M$1.4M-$1.6M2026-10-26
National Wealth Management Group, LLC
DECREASED2,6892,797-108-4%$2.0M$1.4M-$647.1K2026-10-26
Cidel Asset Management Inc
DECREASED2,6703,339-669-20%$2.4M$1.4M-$1.0M2026-10-29
Shelton Wealth Management, LLC
DECREASED2,6682,688-20-1%$1.9M$1.4M-$578.8K2026-10-16
Smith Group Asset Management, LLC
DECREASED2,6672,912-245-8%$2.1M$1.4M-$741.5K2026-10-27
CoreCap Advisors, LLC
DECREASED2,6663,871-1,205-31%$2.8M$1.4M-$1.4M2026-10-08
Wealth Effects LLC
DECREASED2,6432,710-67-2%$2.0M$1.4M-$608.0K2026-10-23
Signal Advisors Wealth, LLC
INCREASED2,6342,595+39+2%$1.9M$1.3M-$529.2K2026-10-13
Revisor Wealth Management LLC
INCREASED2,6282,608+20+1%$1.9M$1.2M-$683.5K2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED2,6182,343+275+12%$1.7M$1.3M-$355.8K2026-10-29
AMG Asset Management Group, Inc.
INCREASED2,6151,447+1,168+81%$1.0M$1.3M+$291.0K2026-10-21
Uhlmann Price Securities, LLC
INCREASED2,6112,064+547+27%$1.5M$1.3M-$157.0K2026-11-03
Valley Wealth Managers, Inc.
INCREASED2,5982,551+47+2%$1.8M$1.3M-$515.8K2026-10-09
Integrity Alliance, Llc.
INCREASED2,5902,519+71+3%$1.8M$1.3M-$497.0K2026-10-29
Redwood Financial Network Corp
DECREASED2,5832,863-280-10%$2.1M$1.3M-$748.9K2026-11-03
Financial Solutions Advisory Group, Inc.
INCREASED2,5732,570+3+0%$1.5M$1.1M-$459.8K2026-10-28
SmartHarvest Portfolios, LLC
DECREASED2,5692,851-282-10%$2.1M$1.3M-$747.4K2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED2,5653,476-911-26%$2.5M$1.3M-$1.2M2026-10-28
Jm2 Capital Inc.
INCREASED2,5632,288+275+12%$1.7M$1.3M-$343.5K2026-10-14
Accredited Investors Inc.
INCREASED2,5582,554+4+0%$1.8M$1.3M-$538.3K2026-11-03
Simon Quick Advisors, LLC
INCREASED2,5551,664+891+54%$1.2M$1.3M+$103.6K2026-10-26
Buckhead Capital Management LLC
DECREASED2,5512,552-10%$1.8M$1.3M-$540.6K2026-11-03
Souders Financial Advisors
DECREASED2,5452,872-327-11%$2.1M$1.3M-$774.9K2026-11-03
Y.D. More Investments Ltd
DECREASED2,5452,560-15-1%$1.9M$1.3M-$549.4K2026-11-02
Revolve Wealth Partners, LLC
DECREASED2,5312,706-175-6%$2.0M$1.3M-$662.1K2026-10-23
Global Strategic Investment Solutions, LLC
DECREASED2,5282,533-50%$1.8M$1.3M-$538.6K2026-10-16
Transcendent Capital Group LLC
DECREASED2,5272,585-58-2%$1.9M$1.3M-$576.7K2026-10-28
International Assets Investment Management, LLC
DECREASED2,5252,696-171-6%$1.8M$1.3M-$418.3K2026-11-02
Westwind Capital
DECREASED2,5082,574-66-3%$1.9M$1.3M-$578.0K2026-10-08
Lewis Asset Management, LLC
UNCHANGED2,5002,50000%$1.8M$1.3M-$528.9K2026-10-14
Ring Mountain Capital, LLC
INCREASED2,4992,443+56+2%$1.8M$1.3M-$488.4K2026-10-13
Inscription Capital, LLC
DECREASED2,4784,558-2,080-46%$3.3M$1.3M-$2.0M2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
DECREASED2,4723,774-1,302-34%$2.7M$1.3M-$1.5M2026-10-21
Worthington Financial Partners, LLC
DECREASED2,4692,479-100%$1.8M$1.3M-$529.8K2026-10-13
Delphi Management Inc
DECREASED2,4682,984-516-17%$2.2M$1.3M-$895.0K2026-11-05
Winthrop Advisory Group LLC
DECREASED2,4682,634-166-6%$1.9M$1.3M-$642.3K2026-10-22
Associated Banc-Corp
INCREASED2,4662,456+10+0%$1.8M$1.3M-$514.6K2026-10-30
Cranbrook Wealth Management, LLC
DECREASED2,4512,726-275-10%$2.0M$1.3M-$717.5K2026-10-28
Deltec Asset Management LLC
INCREASED2,4502,300+150+7%$1.7M$1.3M-$410.0K2026-10-26
Avior Wealth Management, LLC
DECREASED2,4453,354-909-27%$2.4M$1.3M-$1.2M2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED2,4452,464-19-1%$1.8M$1.3M-$531.1K2026-10-30
Insight 2811, Inc.
DECREASED2,4432,480-37-1%$1.8M$1.2M-$543.7K2026-11-06
USA Financial Formulas
NEW2,442—+2,442——$1.2M—2026-10-16
Income Insurance Ltd
UNCHANGED2,4342,43400%$1.8M$1.2M-$515.1K2026-10-21
IMPACTfolio, LLC
DECREASED2,4272,458-31-1%$1.8M$1.2M-$535.8K2026-10-28
Persium Advisors, LLC
DECREASED2,4162,443-27-1%$1.8M$1.2M-$530.8K2026-10-07
McAdam, LLC
INCREASED2,4151,930+485+25%$1.4M$1.2M-$160.5K2026-10-21
Brucke Financial, Inc.
INCREASED2,4132,109+304+14%$1.5M$1.2M-$290.8K2026-10-23
Client 1ST Advisory Group, LLC
INCREASED2,4092,186+223+10%$1.6M$1.2M-$348.7K2026-10-19
Eagle Wealth Advisors LLC
INCREASED2,4072,343+64+3%$1.7M$1.2M-$463.1K2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED2,4052,620-215-8%$1.9M$1.2M-$664.4K2026-10-19
Elyxium Wealth, LLC
DECREASED2,4042,421-17-1%$1.8M$1.2M-$521.1K2026-10-27
Schear Investment Advisers, LLC
NEW2,397—+2,397——$1.2M—2026-10-14
Tempo Wealth, LLC
INCREASED2,3971,875+522+28%$1.4M$1.2M-$129.9K2026-10-14
Invera Wealth Advisors, LLC
INCREASED2,3972,219+178+8%$1.6M$1.2M-$378.6K2026-10-28
Forza Wealth Management, LLC
UNCHANGED2,3922,39200%$1.7M$1.2M-$506.2K2026-10-20
MW Advisory, LLC
INCREASED2,3822,009+373+19%$1.5M$1.2M-$234.3K2026-10-19
Capital Management Associates, Inc
INCREASED2,3712,369+2+0%$1.7M$1.2M-$500.4K2026-10-20
Elevation Wealth Management LLC
INCREASED2,369744+1,625+218%$537.8K$1.2M+$673.8K2026-11-02
Leuthold Group, LLC
UNCHANGED2,3672,36700%$1.7M$1.2M-$500.9K2026-11-04
R Squared Ltd
INCREASED2,3621,643+719+44%$1.2M$1.2M+$20.0K2026-11-06
Klein Pavlis & Peasley Financial, Inc.
DECREASED2,3593,002-643-21%$2.2M$1.2M-$964.4K2026-10-13
Cromwell Holdings LLC
DECREASED2,3532,432-79-3%$1.8M$1.2M-$555.1K2026-10-28
Root Financial Partners, LLC
INCREASED2,3512,280+71+3%$1.6M$1.2M-$446.1K2026-10-21
Global Assets Advisory, LLC
DECREASED2,3472,365-18-1%$1.5M$1.3M-$258.5K2026-10-28
Capital Advisors, Ltd. LLC
INCREASED2,3442,314+30+1%$1.7M$1.2M-$474.0K2026-10-27
Algebris (UK) LTD
INCREASED2,3362,028+308+15%$1.5M$1.2M-$267.0K2026-11-06
Unified Investment Management
DECREASED2,3312,403-72-3%$1.7M$1.2M-$545.2K2026-10-14
QV Investors Inc.
DECREASED2,3204,490-2,170-48%$3.2M$1.2M-$2.1M2026-10-20
Donoghue Forlines LLC
INCREASED2,3161,772+544+31%$1.3M$1.2M-$96.8K2026-11-02
Earned Wealth Advisors, LLC
INCREASED2,3142,150+164+8%$1.6M$1.2M-$371.1K2026-11-06
Somerset Trust Co
DECREASED2,3112,341-30-1%$1.7M$1.2M-$510.7K2026-10-13
BridgePort Financial Solutions, LLC
INCREASED2,3092,299+10+0%$1.7M$1.2M-$481.4K2026-11-02
ROI Financial Advisors, LLC
INCREASED2,3061,887+419+22%$1.4M$1.2M-$185.2K2026-10-19
Midwest Financial Group LLC
INCREASED2,3062,281+25+1%$1.6M$1.2M-$469.5K2026-10-15
RAM Investment Partners, LLC
INCREASED2,3002,268+32+1%$1.6M$1.2M-$463.6K2026-10-21
AMG National Trust Bank
INCREASED2,2972,179+118+5%$1.6M$1.2M-$400.8K2026-11-05
GLR Partners, LLC
INCREASED2,2931,267+1,026+81%$916.0K$1.2M+$256.6K2026-11-04
Burke & Herbert Bank & Trust Co
UNCHANGED2,2612,26100%$1.6M$1.2M-$478.5K2026-11-02
Cpwa, LLC
UNCHANGED2,2592,25900%$1.6M$1.1M-$509.3K2026-11-04
Fortitude Advisory Group L.L.C.
INCREASED2,2532,211+42+2%$1.6M$1.2M-$446.4K2026-10-15
Tuttle Capital Management, LLC
DECREASED2,2444,420-2,176-49%$3.2M$1.1M-$2.0M2026-10-21
Harrell Investment Partners, LLC
INCREASED2,2312,227+4+0%$1.6M$1.1M-$469.2K2026-10-15
Yelin Lapidot Holdings Management Ltd.
NEW2,220—+2,220——$1.1M—2026-10-26
Beacon Financial Group
INCREASED2,2012,070+131+6%$1.5M$1.1M-$371.1K2026-10-19
Hoxton Planning & Management, LLC
INCREASED2,1982,148+50+2%$1.6M$1.1M-$429.0K2026-10-15
Haven Private, LLC
DECREASED2,1952,516-321-13%$1.8M$1.1M-$696.6K2026-10-27
Kelly Financial Services LLC
DECREASED2,1952,199-40%$1.6M$1.1M-$467.4K2026-10-20
DLK Investment Management, LLC
DECREASED2,1862,290-104-5%$540.4K$1.1M+$577.5K2026-10-09
Harel Insurance Investments & Financial Services Ltd.
INCREASED2,1851,692+493+29%$1.2M$1.1M-$106.0K2026-11-02
Altfest L J & Co Inc
INCREASED2,178432+1,746+404%$312.0K$1.1M+$802.0K2026-10-27
Nova Financial LLC
NEW2,171—+2,171——$1.1M—2026-11-04
MV Capital Management, Inc.
DECREASED2,1672,182-15-1%$1.6M$1.1M-$469.4K2026-10-29
Kathmere Capital Management, LLC
INCREASED2,1601,812+348+19%$1.3M$1.1M-$205.5K2026-10-20
Sustainable Insight Capital Management, LLC
DECREASED2,1602,240-80-4%$1.6M$1.1M-$514.9K2026-11-06
Jessup Wealth Management, Inc
DECREASED2,1502,160-100%$1.6M$1.1M-$462.3K2026-10-20
Wealth Group, Ltd.
DECREASED2,1482,810-662-24%$2.0M$1.1M-$934.0K2026-10-30
Arvest Investments, Inc.
DECREASED2,1372,141-40%$1.5M$1.1M-$455.1K2026-10-21
Krane Financial Solutions LLC
INCREASED2,1322,130+2+0%$1.5M$1.1M-$449.5K2026-10-30
Milestones Private Investment Advisors LLC
INCREASED2,1222,000+122+6%$1.4M$1.1M-$360.9K2026-10-19
Cypress Wealth Services, LLC
DECREASED2,1072,339-232-10%$1.7M$1.1M-$573.5K2026-10-21
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED2,1062,10600%$1.5M$1.1M-$445.7K2026-10-26
Worth Financial Advisory Group, LLC
INCREASED2,1052,077+28+1%$1.5M$1.1M-$425.2K2026-10-19
Hussman Strategic Advisors, Inc.
NEW2,100—+2,100——$1.1M—2026-11-02
Cascade Investment Group, Inc.
DECREASED2,0992,180-81-4%$1.6M$1.1M-$502.8K2026-10-13
Herold Advisors, Inc.
INCREASED2,0931,935+158+8%$1.4M$1.1M-$328.7K2026-10-19
Bigelow Investment Advisors, LLC
INCREASED2,0912,033+58+3%$1.5M$1.1M-$400.6K2026-10-13
AdvisorNet Financial, Inc
INCREASED2,0891,771+318+18%$1.3M$932.9K-$347.3K2026-10-15
ARS Wealth Advisors Group, LLC
UNCHANGED2,0892,08900%$1.5M$1.1M-$442.1K2026-10-16
Allen Capital Group, LLC
INCREASED2,0811,954+127+7%$1.4M$1.1M-$348.6K2026-10-27
Curated Wealth Partners LLC
INCREASED2,077692+1,385+200%$500.3K$1.1M+$561.8K2026-10-15
Ignite Planners, LLC
INCREASED2,0691,959+110+6%$1.4M$1.1M-$348.8K2026-10-14
Mezzasalma Advisors, LLC
INCREASED2,0672,064+3+0%$1.5M$1.1M-$435.3K2026-10-14
Mengis Capital Management, Inc.
INCREASED2,0662,065+1+0%$1.5M$1.1M-$437.1K2026-10-13
Darden Wealth Group Inc
INCREASED2,0651,970+95+5%$1.4M$1.1M-$368.3K2026-11-06
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED2,0641,200+864+72%$867.6K$1.1M+$187.9K2026-10-21
Victory Financial Group, LLC
INCREASED2,0501,309+741+57%$946.4K$1.0M+$101.9K2026-10-27
Ascentis Independent Advisors
NEW2,044—+2,044——$1.0M—2026-11-03
Bond & Devick Financial Network, Inc.
DECREASED2,0412,082-41-2%$1.5M$1.0M-$461.6K2026-10-23
Peterson Wealth Services
INCREASED2,0381,907+131+7%$1.4M$1.0M-$336.5K2026-10-26
Cypress Point Wealth Management, LLC
DECREASED2,0352,397-362-15%$1.7M$1.0M-$692.4K2026-11-03
South Shore Capital Advisors
DECREASED2,0332,037-40%$1.5M$1.0M-$433.1K2026-10-20
KWB Wealth
UNCHANGED2,0292,02900%$1.5M$1.0M-$429.4K2026-10-16
Walker Asset Management, LLC
INCREASED2,0242,022+2+0%$1.5M$1.0M-$426.6K2026-10-13
Spinnaker Investment Group, LLC
DECREASED2,0182,091-73-3%$1.5M$1.0M-$479.8K2026-10-13
Endowment Wealth Management, Inc.
NEW2,013—+2,013——$1.0M—2026-11-03
Rossby Financial, LCC
INCREASED2,0071,626+381+23%$1.2M$1.0M-$149.2K2026-11-05
United Community Bank
DECREASED2,0052,125-120-6%$1.5M$1.0M-$511.1K2026-10-28
BNB Wealth Management, LLC
INCREASED2,0032,002+1+0%$1.4M$1.0M-$423.3K2026-10-28
QTR Family Wealth, LLC
DECREASED2,0022,014-12-1%$1.5M$1.0M-$432.5K2026-11-02
Globalt Investments LLC / GA
DECREASED2,0002,200-200-9%$1.6M$1.0M-$567.8K2026-10-27
Consolidated Capital Management, LLC
UNCHANGED2,0002,00000%$1.4M$1.0M-$423.2K2026-10-13
AGH Wealth Advisors, LLC
DECREASED1,9902,112-122-6%$1.5M$1.0M-$509.3K2026-10-26
Regent Peak Wealth Advisors LLC
DECREASED1,9852,002-17-1%$1.4M$1.0M-$432.4K2026-10-13
Warm Springs Advisors Inc.
INCREASED1,9741,487+487+33%$1.1M$1.0M-$65.6K2026-10-28
Independence Bank of Kentucky
DECREASED1,9731,998-25-1%$1.4M$1.0M-$435.6K2026-10-26
Fulton Breakefield Broenniman LLC
DECREASED1,9702,206-236-11%$1.6M$1.0M-$587.5K2026-11-03
Princeton Global Asset Management LLC
DECREASED1,9672,066-99-5%$1.5M$1.0M-$488.2K2026-10-21
Monument Capital Management
DECREASED1,96611,713-9,747-83%$8.5M$1.0M-$7.5M2026-10-09
Kaizen Financial Strategies
DECREASED1,9642,060-96-5%$1.3M$1.0M-$336.5K2026-10-09
Sterling Investment Counsel, LLC
INCREASED1,9641,880+84+4%$1.4M$1.0M-$355.3K2026-10-19
Grant Street Asset Management, Inc.
INCREASED1,9631,962+1+0%$1.4M$1.0M-$414.2K2026-10-26
Range Financial Group LLC
INCREASED1,9561,831+125+7%$1.3M$1.0M-$323.7K2026-10-21
Congress Park Capital LLC
DECREASED1,9392,264-325-14%$1.6M$991.4K-$645.2K2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED1,9361,934+2+0%$1.4M$990.1K-$407.8K2026-10-29
Platform Technology Partners
INCREASED1,9311,898+33+2%$1.4M$987.4K-$384.7K2026-11-02
Piar LLC
DECREASED1,9301,990-60-3%$1.4M$987.0K-$451.8K2026-10-21
MBL Wealth, LLC
INCREASED1,9281,810+118+7%$1.3M$985.9K-$322.7K2026-10-22
Centennial Wealth Advisory LLC
INCREASED1,9251,858+67+4%$1.3M$984.1K-$358.7K2026-10-16
Colonial River Investments, LLC
INCREASED1,9201,147+773+67%$829.3K$981.9K+$152.6K2026-10-19
Union Savings Bank
DECREASED1,9161,996-80-4%$1.4M$979.8K-$463.3K2026-10-14
Ashton Thomas Securities, LLC
INCREASED1,9131,803+110+6%$1.3M$978.3K-$294.9K2026-10-26
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED1,9101,91000%$1.4M$1.4M$02026-10-15
Cassaday & Co Wealth Management LLC
INCREASED1,9081,880+28+1%$1.4M$975.9K-$383.6K2026-10-27
Everett Harris & Co
DECREASED1,9071,982-75-4%$1.4M$975.2K-$457.8K2026-10-28
Oakmont Investment Advisors, Inc.
NEW1,902—+1,902——$972.7K—2026-10-21
Avantra Family Wealth, Inc.
INCREASED1,9011,759+142+8%$1.3M$972.1K-$299.7K2026-10-20
Old Mission Investment Co LLC
DECREASED1,9011,903-20%$1.4M$972.1K-$403.7K2026-10-22
Whelan Financial
INCREASED1,8991,746+153+9%$1.3M$971.1K-$291.0K2026-10-28
Financial Council, LLC
UNCHANGED1,8861,88600%$1.4M$964.5K-$399.1K2026-11-02
Selective Wealth Management, Inc.
INCREASED1,8811,717+164+10%$909.3K$809.0K-$100.2K2026-10-16
Greenspring Advisors, LLC
DECREASED1,8811,981-100-5%$1.4M$962.1K-$470.4K2026-11-05
BLB&B Advisors, LLC
INCREASED1,8811,815+66+4%$1.3M$961.8K-$350.4K2026-10-27
Journey Retirement Planning & Investment Management LLC
INCREASED1,877882+995+113%$637.8K$960.5K+$322.7K2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED1,8751,87500%$1.4M$1.4M$02026-11-03
Heartwood Wealth Advisors LLC
INCREASED1,8721,768+104+6%$1.3M$957.3K-$321.0K2026-10-05
DecisionPoint Financial, LLC
INCREASED1,86513+1,852+14246%$8.5K$987.1K+$978.7K2026-10-27
Hilton Head Capital Partners, LLC
DECREASED1,8642,030-166-8%$1.5M$953.2K-$514.5K2026-10-23
Telos Capital Management, Inc.
INCREASED1,8551,745+110+6%$1.3M$948.6K-$313.0K2026-11-02
Nemes Rush Group LLC
UNCHANGED1,8521,85200%$1.3M$947.2K-$392.0K2026-11-04
Beacon Bank & Trust
UNCHANGED1,8501,85000%$1.3M$946.1K-$391.5K2026-10-27
Thrive Wealth Management, LLC
INCREASED1,8421,804+38+2%$1.3M$942.1K-$362.0K2026-10-13
Trust Co of Kansas
UNCHANGED1,8271,82700%$1.3M$934.0K-$387.0K2026-11-06
Forum Financial Management, LP
DECREASED1,8142,789-975-35%$2.0M$927.3K-$1.1M2026-10-16
Vaughan David Investments LLC
DECREASED1,8052,305-500-22%$1.7M$923.0K-$743.0K2026-11-05
Mraz, Amerine & Associates, Inc.
DECREASED1,8032,055-252-12%$1.5M$922.0K-$563.7K2026-10-30
Amitell Capital Pte Ltd
NEW1,800—+1,800——$920.5K—2026-11-02
Center For Asset Management LLC
INCREASED1,7941,375+419+30%$994.3K$917.6K-$76.7K2026-10-16
Sunburst Financial Group, LLC
INCREASED1,7931,581+212+13%$1.1M$917.0K-$225.9K2026-10-09
Ridgewood Investments LLC
UNCHANGED1,7911,79100%$1.3M$915.9K-$379.0K2026-10-05
Clarity Wealth Advisors, LLC
UNCHANGED1,7901,79000%$1.3M$915.4K-$378.8K2026-10-21
Pinnacle Bancorp, Inc.
DECREASED1,7881,810-22-1%$1.3M$914.3K-$394.3K2026-10-21
Balboa Wealth Partners
DECREASED1,7842,279-495-22%$1.6M$912.5K-$735.5K2026-10-20
Clay Northam Wealth Management, LLC
DECREASED1,7841,959-175-9%$1.4M$912.3K-$504.1K2026-10-13
Capital Advantage, Inc.
DECREASED1,7682,350-582-25%$1.7M$904.0K-$794.9K2026-10-14
Tritonpoint Wealth, LLC
INCREASED1,7571,699+58+3%$1.2M$898.5K-$329.9K2026-10-19
Douglas Lane & Associates, LLC
DECREASED1,7441,820-76-4%$1.3M$891.8K-$424.0K2026-10-09
Ellis Investment Partners, LLC
INCREASED1,7441,739+5+0%$1.3M$892.3K-$365.3K2026-10-21
Woodmont Investment Counsel LLC
INCREASED1,7401,560+180+12%$1.1M$889.8K-$238.1K2026-10-29
LeConte Wealth Management, LLC
INCREASED1,7331,564+169+11%$1.1M$886.0K-$244.5K2026-10-20
Sheets Smith Wealth Management
INCREASED1,7311,730+1+0%$1.3M$885.0K-$366.0K2026-10-16
Symmetry Partners, LLC
INCREASED1,7301,197+533+45%$865.4K$884.7K+$19.3K2026-10-27
Natural Investments, LLC
INCREASED1,7231,602+121+8%$1.2M$881.3K-$276.7K2026-11-06
Lyell Wealth Management, LP
INCREASED1,7221,669+53+3%$1.2M$880.7K-$326.1K2026-10-30
Quantum Financial Advisors, LLC
INCREASED1,7171,692+25+1%$1.2M$878.0K-$345.3K2026-11-03
D.B. Root & Company, LLC
INCREASED1,7131,358+355+26%$981.8K$876.0K-$105.8K2026-11-04
EdgeRock Capital LLC
INCREASED1,7121,638+74+5%$1.2M$875.5K-$308.8K2026-11-03
Studio Investment Management LLC
DECREASED1,7112,016-305-15%$1.5M$875.0K-$582.6K2026-10-22
Ariadne Wealth Management, LP
INCREASED1,7111,697+14+1%$1.2M$875.0K-$352.0K2026-11-06
Southland Equity Partners LLC
DECREASED1,7041,717-13-1%$1.2M$871.5K-$369.8K2026-10-14
Soundwatch Capital LLC
UNCHANGED1,7031,70300%$1.2M$919.7K-$311.6K2026-11-04
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW1,700—+1,700——$869.3K—2026-11-04
Independence Wealth Advisors, LLC
DECREASED1,6991,970-271-14%$1.4M$868.9K-$555.5K2026-10-29
BIP Wealth, LLC
DECREASED1,6971,739-42-2%$1.3M$867.6K-$389.7K2026-10-22
Sage Rhino Capital LLC
DECREASED1,6941,706-12-1%$1.2M$866.3K-$367.2K2026-10-28
Peoples Bank
DECREASED1,6931,818-125-7%$1.3M$865.8K-$448.6K2026-10-26
BankChampaign, National Association
INCREASED1,6901,613+77+5%$1.2M$864.2K-$302.0K2026-10-19
J.Safra Asset Management Corp
DECREASED1,6893,015-1,326-44%$2.2M$863.9K-$1.3M2026-11-03
Waterway Wealth Management, LLC
INCREASED1,6871,584+103+7%$1.1M$862.8K-$282.4K2026-10-28
TSG Advice Partners, LLC
NEW1,685—+1,685——$1.2M—2026-10-29
First Heartland Consultants, Inc.
DECREASED1,6841,849-165-9%$1.3M$861.1K-$475.6K2026-10-08
BAM Wealth Management, LLC
INCREASED1,6821,497+185+12%$1.1M$860.1K-$222.2K2026-10-15
First Pacific Financial
INCREASED1,6811,679+2+0%$1.2M$859.8K-$354.4K2026-10-14
State of Wyoming
INCREASED1,680864+816+94%$624.7K$859.1K+$234.4K2026-10-28
ProCore Advisors, LLC
DECREASED1,6761,778-102-6%$1.3M$857.1K-$428.4K2026-10-14
Arrow Financial Corp
DECREASED1,6741,685-11-1%$1.2M$856.1K-$362.2K2026-10-26
Whalen Wealth Management Inc.
INCREASED1,6711,657+14+1%$1.2M$854.5K-$343.4K2026-10-08
Graetz Wealth LLC
INCREASED1,6671,665+2+0%$1.2M$852.6K-$351.4K2026-10-27
NBH Bank
INCREASED1,6661,652+14+1%$1.2M$852.0K-$342.4K2026-11-05
BCS Wealth Management
DECREASED1,6621,743-81-5%$1.3M$850.0K-$410.1K2026-11-03
Moller Wealth Partners
UNCHANGED1,6471,64700%$1.2M$842.2K-$348.5K2026-10-15
Planned Solutions, Inc.
UNCHANGED1,6471,64700%$1.2M$842.2K-$348.5K2026-10-19
TrueMark Investments, LLC
DECREASED1,6451,671-26-2%$1.2M$841.2K-$366.9K2026-11-05
Q Fund Management (Hong Kong) Ltd
DECREASED1,6408,400-6,760-80%$6.1M$838.7K-$5.2M2026-10-14
Warwick Investment Management, Inc.
INCREASED1,6361,572+64+4%$1.1M$836.6K-$299.9K2026-10-19
Cedar Mountain Advisors, LLC
DECREASED1,6351,639-40%$1.2M$836.1K-$349.0K2026-10-15
Ejmk Ventures LLC
DECREASED1,6342,196-562-26%$1.6M$835.6K-$752.1K2026-10-21
Five Oceans Advisors
DECREASED1,6341,755-121-7%$1.3M$835.6K-$433.3K2026-10-22
Orca Wealth Management, LLC
INCREASED1,6331,618+15+1%$1.2M$835.1K-$334.5K2026-10-14
Ninety One UK Ltd
INCREASED1,628159+1,469+924%$115.0K$832.5K+$717.6K2026-10-15
Bernicke Wealth Management, Ltd.
NEW1,624—+1,624——$830.3K—2026-11-06
Camden National Bank
DECREASED1,6241,928-304-16%$1.4M$830.5K-$563.5K2026-11-02
Sunpointe, LLC
DECREASED1,6093,554-1,945-55%$2.6M$823.0K-$1.7M2026-10-22
Biltmore Family Office, LLC
INCREASED1,6091,577+32+2%$1.1M$822.8K-$317.4K2026-11-03
Bison Wealth, LLC
INCREASED1,6051,510+95+6%$895.0K$798.5K-$96.5K2026-10-13
R. W. Roge & Company, Inc.
INCREASED1,6031,602+1+0%$1.2M$820.0K-$338.0K2026-11-04
Elco Management Co., LLC
DECREASED1,6001,732-132-8%$1.3M$818.2K-$433.7K2026-10-14
Payden & Rygel
UNCHANGED1,6001,60000%$1.2M$818.0K-$339.0K2026-10-28
Heritage Family Offices, LLP
INCREASED1,5991,496+103+7%$1.1M$817.7K-$263.9K2026-11-02
Third View Private Wealth, LLC
INCREASED1,5971,524+73+5%$1.1M$816.7K-$285.2K2026-10-30
Oarsman Capital, Inc.
DECREASED1,5951,614-19-1%$1.2M$815.7K-$351.3K2026-11-05
Legacy Trust
INCREASED1,5941,543+51+3%$1.1M$621.8K-$493.8K2026-11-06
Quantum Private Wealth, LLC
UNCHANGED1,5861,58600%$1.1M$811.0K-$335.6K2026-10-20
Integris Wealth Management, LLC
DECREASED1,5851,610-25-2%$1.2M$810.5K-$353.5K2026-10-14
Physician Wealth Advisors, Inc.
DECREASED1,5841,585-10%$1.1M$810.1K-$335.9K2026-10-20
Fjell Capital, LLC
INCREASED1,5821,117+465+42%$807.6K$809.0K+$1.4K2026-10-13
Piedmont Capital Management, LLC
UNCHANGED1,5781,57800%$1.1M$807.0K-$333.9K2026-10-21
Hapanowicz & Associates Financial Services, Inc
UNCHANGED1,5771,57700%$1.1M$806.4K-$333.7K2026-10-29
Lecap Asset Management LTD
NEW1,571—+1,571——$803.4K—2026-10-27
StoryOne LLC
INCREASED1,568779+789+101%$563.2K$801.8K+$238.6K2026-10-13
Washington Trust Co
DECREASED1,5651,642-77-5%$1.2M$800.3K-$386.9K2026-10-22
Chapin Davis, Inc.
INCREASED1,5651,564+1+0%$1.1M$800.3K-$330.5K2026-10-09
Centurion Wealth Management LLC
DECREASED1,5591,809-250-14%$1.3M$797.5K-$510.6K2026-10-13
Financial Insights, Inc.
INCREASED1,5481,536+12+1%$1.1M$791.6K-$318.9K2026-10-27
Machina Capital S.A.S.
NEW1,543—+1,543——$789.1K—2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED1,5411,841-300-16%$1.3M$788.0K-$543.0K2026-11-03
Syverson Strege & Co
DECREASED1,5381,542-40%$1.1M$786.5K-$328.4K2026-11-02
Private Advisory Group LLC
DECREASED1,5316,802-5,271-77%$4.9M$782.9K-$4.1M2026-11-06
Breakwater Capital Group
DECREASED1,5311,563-32-2%$1.1M$782.9K-$347.1K2026-10-09
Flagship Wealth Advisors, LLC
UNCHANGED1,5301,53000%$1.1M$782.4K-$323.8K2026-11-03
West Wealth Group, LLC
INCREASED1,5281,490+38+3%$1.1M$781.2K-$296.7K2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED1,5271,762-235-13%$1.3M$780.9K-$493.0K2026-10-23
Collaborative Fund Advisors, LLC
DECREASED1,5242,356-832-35%$1.7M$779.3K-$924.0K2026-11-02
Bank Pictet & Cie (Europe) AG
INCREASED1,5161,433+83+6%$1.0M$772.2K-$259.7K2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED1,5141,573-59-4%$1.1M$774.2K-$363.0K2026-10-14
Harbor Investment Advisory, LLC
INCREASED1,5131,045+468+45%$755.2K$773.5K+$18.3K2026-10-13
Werba Rubin Papier Wealth Management
INCREASED1,5101,480+30+2%$1.1M$772.2K-$297.8K2026-11-06
TFC Financial Management, Inc.
INCREASED1,5071,147+360+31%$829.3K$770.7K-$58.6K2026-10-26
Convergence Financial, LLC
DECREASED1,5071,710-203-12%$1.2M$770.7K-$465.6K2026-10-27
Home Federal Bank of Tennessee
UNCHANGED1,5001,50000%$1.1M$767.1K-$317.4K2026-10-15
Alliance Wealth Advisors, LLC
INCREASED1,490717+773+108%$518.4K$762.0K+$243.6K2026-10-28
Farmers & Merchants Investments Inc
INCREASED1,4901,485+5+0%$1.1M$762.0K-$311.7K2026-10-22
Capital Advisors Wealth Management, LLC
DECREASED1,4861,493-70%$1.1M$760.0K-$319.5K2026-10-09
Allen Investment Management, LLC
UNCHANGED1,4831,48300%$1.1M$758.4K-$313.8K2026-11-03
Investment Advisory Services Inc
INCREASED1,4781,069+409+38%$772.7K$756.0K-$16.7K2026-10-27
Almanack Investment Partners, Llc.
INCREASED1,4771,224+253+21%$885.3K$755.1K-$130.2K2026-11-03
Braun-Bostich & Associates Inc.
DECREASED1,4691,484-15-1%$1.1M$751.2K-$321.7K2026-10-20
Mainstream Capital Management LLC
DECREASED1,4641,468-40%$1.1M$748.7K-$312.7K2026-10-23
XXI Wealth, LLC
INCREASED1,4601,234+226+18%$892.2K$746.6K-$145.6K2026-10-22
Stockman Wealth Management, Inc.
DECREASED1,4581,459-10%$1.1M$745.6K-$309.3K2026-10-27
Balefire, LLC
DECREASED1,4531,586-133-8%$1.1M$743.0K-$403.6K2026-10-09
Towerpoint Wealth, LLC
DECREASED1,4531,455-20%$1.1M$743.1K-$309.0K2026-10-13
Professional Financial Advisors, LLC
INCREASED1,4451,443+2+0%$1.0M$739.0K-$304.6K2026-10-13
Builder Investment Group Inc
DECREASED1,4401,550-110-7%$1.1M$736.4K-$384.3K2026-10-22
Private Wealth Management Group, LLC
INCREASED1,4361,234+202+16%$892.2K$734.3K-$157.8K2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED1,4361,460-24-2%$1.1M$734.3K-$321.2K2026-10-20
Milestone Asset Management Group, LLC
INCREASED1,4331,233+200+16%$891.4K$732.7K-$158.6K2026-10-20
Ullmann Wealth Partners Group, LLC
DECREASED1,4271,434-70%$1.0M$729.9K-$307.1K2026-11-02
55 North Private Wealth, LLC
INCREASED1,4261,283+143+11%$927.6K$729.2K-$198.4K2026-10-20
BetterWealth, LLC
UNCHANGED1,4231,42300%$1.0M$727.8K-$301.2K2026-10-15
Hohimer Wealth Management, LLC
DECREASED1,4221,718-296-17%$1.2M$727.1K-$515.1K2026-11-04
FAI Advisors, Inc.
DECREASED1,4141,420-60%$1.0M$723.1K-$303.6K2026-10-27
Traveka Wealth, LLC
DECREASED1,4131,436-23-2%$1.0M$722.4K-$315.5K2026-10-19
Wealth Science Advisors LLC
DECREASED1,4122,049-637-31%$1.5M$722.1K-$759.4K2026-10-09
Equitable Trust Co
DECREASED1,4111,424-13-1%$1.0M$721.6K-$308.0K2026-10-13
Prota Financial, LLC
DECREASED1,4101,517-107-7%$987.4K$746.3K-$241.1K2026-10-08
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
UNCHANGED1,4001,40000%$1.0M$715.9K-$296.3K2026-11-04
Stirlingshire Investments, Inc.
INCREASED1,3981,132+266+24%$818.2K$714.9K-$103.2K2026-11-05
Reston Wealth Management LLC
DECREASED1,3981,402-40%$1.0M$715.0K-$298.3K2026-10-29
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED1,3891,321+68+5%$954.7K$710.3K-$244.4K2026-10-15
Split Creek LLC DBA Split Creek Capital LLC
INCREASED1,383865+518+60%$625.4K$707.2K+$81.8K2026-11-02
MTM Investment Management, LLC
UNCHANGED1,3831,38300%$999.9K$707.2K-$292.7K2026-10-30
Salem Investment Counselors Inc
INCREASED1,3811,157+224+19%$836.5K$706.2K-$130.3K2026-10-13
Abacus Planning Group, Inc.
INCREASED1,3691,265+104+8%$914.8K$700.3K-$214.6K2026-11-02
Worth Asset Management, LLC
DECREASED1,3681,642-274-17%$1.2M$699.5K-$488.0K2026-10-07
Precedent Wealth Partners, LLC
INCREASED1,3661,288+78+6%$931.2K$698.3K-$232.9K2026-10-21
Beacon Financial Advisory LLC
INCREASED1,3481,267+81+6%$916.1K$689.1K-$227.0K2026-10-16
Creative Financial Designs Inc
DECREASED1,3461,499-153-10%$1.1M$688.3K-$395.6K2026-11-04
Mccarter Private Wealth Services LLC
DECREASED1,3442,231-887-40%$1.6M$687.3K-$925.7K2026-10-22
Elevated Capital Advisors, LLC
DECREASED1,3262,615-1,289-49%$1.9M$677.8K-$1.2M2026-11-04
Wolff Financial Management LLC
DECREASED1,3251,965-640-33%$1.4M$677.6K-$743.1K2026-10-23
Mosley Wealth Management
INCREASED1,3211,230+91+7%$889.3K$567.9K-$321.4K2026-10-16
Independent Wealth Network Inc.
DECREASED1,3201,343-23-2%$970.7K$675.2K-$295.4K2026-10-19
Evolution Wealth Advisors, LLC
INCREASED1,3161,241+75+6%$897.2K$673.0K-$224.3K2026-11-03
Northwest Wealth Management, LLC
INCREASED1,3141,298+16+1%$938.5K$672.0K-$266.5K2026-10-30
Horst & Graben Wealth Management LLC
INCREASED1,3131,312+1+0%$853.7K$671.2K-$182.5K2026-11-02
KG Capital Management
INCREASED1,3071,279+28+2%$924.8K$668.4K-$256.4K2026-10-15
May Hill Capital, LLC
INCREASED1,3001,294+6+0%$935.7K$665.0K-$270.7K2026-11-03
Three Seasons Wealth, LLC
DECREASED1,2982,093-795-38%$1.5M$663.8K-$849.5K2026-11-03
Godsey & Gibb, Inc
INCREASED1,2961,265+31+2%$914.6K$662.7K-$251.8K2026-10-14
Tactive Advisors, LLC
DECREASED1,2941,903-609-32%$1.4M$661.7K-$714.1K2026-10-08
Narus Financial Partners, LLC
DECREASED1,2931,536-243-16%$1.1M$661.2K-$449.3K2026-10-19
jvl associates llc
DECREASED1,2931,296-30%$937.0K$661.2K-$275.8K2026-10-09
JGP Wealth Management, LLC
DECREASED1,2872,035-748-37%$1.5M$658.1K-$813.2K2026-10-13
New Covenant Trust Company, N.A.
INCREASED1,2871,169+118+10%$845.2K$658.1K-$187.0K2026-10-08
Uniting Wealth Partners, LLC
INCREASED1,2861,197+89+7%$865.4K$657.6K-$207.8K2026-11-06
Slow Capital, Inc.
UNCHANGED1,2781,27800%$924.0K$653.5K-$270.5K2026-10-23
Wealth Dimensions Group, Ltd.
INCREASED1,275359+916+255%$259.9K$651.8K+$391.9K2026-11-02
Smith Thornton Advisors LLC
INCREASED1,2731,241+32+3%$714.2K$651.1K-$63.1K2026-10-16
Archvest Wealth Advisors, Inc.
INCREASED1,2721,233+39+3%$891.2K$650.6K-$240.6K2026-10-29
Unify Financial Advisors
INCREASED1,270623+647+104%$450.4K$649.4K+$199.0K2026-11-03
Manchester Capital Management LLC
DECREASED1,2591,645-386-23%$1.2M$643.8K-$545.5K2026-10-22
Powell Investment Advisors, LLC
UNCHANGED1,2561,25600%$908.1K$642.3K-$265.8K2026-10-22
Braeburn Wealth Management LLC
INCREASED1,252289+963+333%$209.0K$640.3K+$431.2K2026-10-15
Certified Advisory Corp
INCREASED1,2431,240+3+0%$896.5K$635.5K-$261.0K2026-10-29
Tctc Holdings, LLC
INCREASED1,2381,095+143+13%$791.7K$633.1K-$158.6K2026-11-02
Asset Dedication, LLC
DECREASED1,2371,276-39-3%$922.6K$632.6K-$290.0K2026-11-03
TCI Wealth Advisors, Inc.
INCREASED1,2351,224+11+1%$885.0K$631.6K-$253.4K2026-10-30
Nicholas Hoffman & Company, Llc.
INCREASED1,231999+232+23%$722.3K$629.6K-$92.7K2026-10-30
One Day In July LLC
INCREASED1,2301,194+36+3%$863.3K$629.0K-$234.3K2026-10-30
Arta Finance Wealth Management LLC
INCREASED1,2191,104+115+10%$798.2K$623.4K-$174.8K2026-10-28
Regatta Capital Group, LLC
INCREASED1,2191,116+103+9%$806.9K$623.5K-$183.4K2026-10-23
Baker Tilly Wealth Management, LLC
INCREASED1,211733+478+65%$530.0K$619.2K+$89.1K2026-10-05
Outlook Wealth Advisors, LLC
DECREASED1,2061,216-10-1%$879.4K$616.6K-$262.8K2026-10-28
Mcdonald Partners LLC
UNCHANGED1,2051,20500%$871.2K$616.2K-$255.0K2026-11-03
Retirement Planning Group, LLC
DECREASED1,2031,205-20%$871.1K$615.1K-$256.0K2026-10-19
Creative Capital Management Investments LLC
INCREASED1,2001,151+49+4%$832.2K$613.7K-$218.5K2026-10-28
Stone Summit Wealth LLC
UNCHANGED1,2001,20000%$867.6K$613.7K-$253.9K2026-10-14
Parthenon LLC
UNCHANGED1,2001,20000%$867.6K$613.7K-$253.9K2026-10-22
Warren Street Wealth Advisors, LLC
INCREASED1,1991,079+120+11%$780.1K$613.2K-$167.0K2026-11-04
Optimist Retirement Group LLC
UNCHANGED1,1991,19900%$866.9K$613.1K-$253.7K2026-10-30
First Business Financial Services, Inc.
UNCHANGED1,1971,19700%$865.4K$612.1K-$253.3K2026-10-29
Rossmore Private Capital
UNCHANGED1,1941,19400%$863.4K$610.7K-$252.7K2026-10-27
Renaissance Investment Group LLC
INCREASED1,1871,183+4+0%$855.3K$607.0K-$248.3K2026-10-28
Trinity Wealth Management, LLC
NEW1,184—+1,184——$605.5K—2026-10-13
HBW Advisory Services LLC
INCREASED1,184809+375+46%$585.2K$605.4K+$20.2K2026-10-15
Berman McAleer LLC
UNCHANGED1,1831,18300%$855.1K$604.8K-$250.3K2026-10-16
First Command Advisory Services, Inc.
DECREASED1,1821,377-195-14%$995.6K$604.5K-$391.1K2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED1,1821,18200%$854.6K$604.5K-$250.1K2026-10-16
L. Roy Papp & Associates, LLP
DECREASED1,1751,255-80-6%$907.4K$600.9K-$306.5K2026-10-21
First City Capital Management, Inc.
DECREASED1,1701,305-135-10%$943.5K$598.3K-$345.2K2026-10-27
William John Sempolinski
UNCHANGED1,1681,16800%$844.5K$597.3K-$247.2K2026-10-20
Rose Capital Advisors LLC
NEW1,164—+1,164——$595.8K—2026-11-04
Correct Capital Wealth Management
INCREASED1,1621,000+162+16%$723.0K$594.2K-$128.8K2026-11-02
Southern Michigan Bank & Trust
INCREASED1,1601,146+14+1%$828.6K$593.2K-$235.4K2026-10-19
Founders Grove Wealth Partners, LLC
INCREASED1,157687+470+68%$496.7K$591.7K+$95.0K2026-10-16
Verde Capital Management
DECREASED1,1571,169-12-1%$845.7K$592.2K-$253.5K2026-10-28
Code Waechter LLC
DECREASED1,1521,178-26-2%$851.7K$589.3K-$262.4K2026-10-23
Berbice Capital Management LLC
UNCHANGED1,1401,14000%$824.2K$583.0K-$241.2K2026-10-13
Myriad Asset Management US LP
INCREASED1,135925+210+23%$669.0K$580.0K-$89.0K2026-11-03
Clifford Swan Investment Counsel LLC
UNCHANGED1,1341,13400%$819.9K$579.9K-$240.0K2026-11-05
McCarthy Asset Management, Inc.
DECREASED1,1251,149-24-2%$830.4K$575.1K-$255.3K2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED1,122935+187+20%$676.0K$573.8K-$102.2K2026-11-02
LJI Wealth Management, LLC
INCREASED1,1211,005+116+12%$726.6K$573.3K-$153.4K2026-10-28
Silver Grove Financial Group, Inc.
INCREASED1,114971+143+15%$702.2K$569.7K-$132.5K2026-11-05
Fulcrum Equity Management
DECREASED1,1141,201-87-7%$868.3K$569.7K-$298.6K2026-10-21
Jacobsen Capital Management
DECREASED1,1081,282-174-14%$926.9K$566.6K-$360.3K2026-10-27
LexAurum Advisors, LLC
DECREASED1,1021,104-20%$798.2K$563.6K-$234.7K2026-10-19
Sculati Wealth Management, LLC
UNCHANGED1,1001,10000%$582.6K$547.3K-$35.3K2026-10-19
Landaas & Co
INCREASED1,0971,071+26+2%$774.4K$561.1K-$213.2K2026-10-29
Lazari Capital Management, Inc.
DECREASED1,0941,095-10%$791.7K$559.5K-$232.2K2026-10-20
Private Management Group Inc
UNCHANGED1,0941,09400%$791.0K$559.5K-$231.5K2026-11-04
Beese Fulmer Investment Management, Inc.
INCREASED1,0931,064+29+3%$769.4K$559.1K-$210.3K2026-10-23
Brown Miller Wealth Management, LLC
DECREASED1,0921,096-40%$792.4K$558.5K-$234.0K2026-11-02
Altus Wealth Group LLC
DECREASED1,0881,153-65-6%$833.6K$556.4K-$277.2K2026-10-20
Prentice Wealth Management LLC
INCREASED1,087911+176+19%$658.7K$555.9K-$102.8K2026-10-20
Owl Creek Wealth Partners LLC
DECREASED1,0861,184-98-8%$856.0K$555.4K-$300.7K2026-10-20
Alliance Wealth Advisors, LLC
INCREASED1,0841,072+12+1%$775.1K$554.3K-$220.7K2026-10-14
Values Added Financial LLC
DECREASED1,0841,088-40%$786.6K$554.3K-$232.3K2026-10-28
Murphy Pohlad Asset Management LLC
DECREASED1,0781,178-100-8%$851.7K$551.3K-$300.4K2026-10-22
Investment Partners, Ltd.
INCREASED1,074589+485+82%$426.1K$549.1K+$123.0K2026-10-29
Dixon Fnancial Services, Inc.
DECREASED1,0621,243-181-15%$898.7K$543.1K-$355.6K2026-10-23
First County Bank
INCREASED1,061692+369+53%$500.3K$542.6K+$42.3K2026-10-13
Spectrum Wealth Advisory Group, LLC
UNCHANGED1,0601,06000%$766.4K$542.1K-$224.3K2026-10-29
Beaumont Financial Advisors, LLC
DECREASED1,0591,065-6-1%$770.1K$541.7K-$228.4K2026-10-22
Crusonia Wealth Advisors LLC
DECREASED1,0581,102-44-4%$797.0K$541.2K-$255.8K2026-10-26
Brandywine OAK Private Wealth LLC
DECREASED1,0581,062-40%$767.8K$541.0K-$226.8K2026-10-23
Garrett Wealth Advisory Group, LLC
INCREASED1,057980+77+8%$708.5K$540.5K-$168.0K2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED1,0561,068-12-1%$772.2K$539.8K-$232.4K2026-10-28
Founders Financial Securities LLC
INCREASED1,053675+378+56%$488.3K$538.5K+$50.2K2026-10-28
High Net Worth Advisory Group LLC
UNCHANGED1,0511,05100%$759.9K$537.5K-$222.4K2026-10-26
Investment House LLC
UNCHANGED1,0501,05000%$759.2K$536.9K-$222.2K2026-10-21
Unique Wealth, LLC
DECREASED1,0471,237-190-15%$894.4K$535.4K-$358.9K2026-10-16
Farmers & Merchants Trust Co of Long Beach
DECREASED1,0471,052-50%$760.6K$535.4K-$225.2K2026-10-22
Smart Wealth LLC
NEW1,039—+1,039——$531.3K—2026-11-04
First Horizon Corp
DECREASED1,0391,070-31-3%$773.6K$531.3K-$242.3K2026-10-26
RW Investment Management LLC
DECREASED1,0351,170-135-12%$845.9K$529.3K-$316.6K2026-11-03
Commons Capital, LLC
INCREASED1,0341,033+1+0%$747.0K$529.0K-$218.1K2026-11-05
Graves Light Lenhart Wealth, Inc.
UNCHANGED1,0281,02800%$743.2K$525.7K-$217.5K2026-10-09
Alhambra Investment Management LLC
DECREASED1,0211,142-121-11%$825.7K$522.1K-$303.5K2026-10-15
Stonebridge Financial Group, LLC
INCREASED1,0201,003+17+2%$725.2K$521.6K-$203.6K2026-10-01
General Partner, Inc.
UNCHANGED1,0201,02000%$737.5K$521.6K-$215.9K2026-10-05
BXM Wealth LLC
INCREASED1,019789+230+29%$570.2K$521.0K-$49.3K2026-11-03
Avaii Wealth Management, LLC
DECREASED1,0191,070-51-5%$773.4K$550.3K-$223.1K2026-10-09
Pekin Hardy Strauss, Inc.
UNCHANGED1,0191,01900%$736.7K$521.1K-$215.6K2026-11-02
Financial Management Professionals, Inc.
DECREASED1,0101,040-30-3%$752.0K$516.5K-$235.5K2026-10-23
Roof Eidam Maycock Peralta, LLC
INCREASED1,008989+19+2%$715.0K$515.5K-$199.6K2026-10-15
American Institute for Advanced Investment Management, LLP
UNCHANGED1,0081,00800%$728.8K$515.5K-$213.3K2026-11-03
TSA Wealth Managment LLC
DECREASED1,0071,013-6-1%$732.4K$515.0K-$217.4K2026-10-22
Trust Co of the South
UNCHANGED1,0071,00700%$728.1K$515.0K-$213.1K2026-10-21
Pines Wealth Management, LLC
INCREASED1,003749+254+34%$541.5K$512.9K-$28.6K2026-10-21
Three Magnolias Financial Advisors, LLC
DECREASED1,0002,000-1,000-50%$1.4M$511.4K-$934.6K2026-10-14
Jmac Enterprises LLC
UNCHANGED1,0001,00000%$723.0K$511.4K-$211.6K2026-10-30
Secure Asset Management, LLC
INCREASED999977+22+2%$706.4K$510.8K-$195.6K2026-10-19
Howard Financial Services, Ltd.
INCREASED997804+193+24%$581.6K$509.7K-$71.9K2026-10-15
Summit Securities Group LLC
INCREASED991248+743+300%$179.3K$506.8K+$327.5K2026-11-05
Verum Partners LLC
INCREASED990984+6+1%$711.6K$506.4K-$205.2K2026-10-21
Arthur M. Cohen & Associates, LLC
UNCHANGED99099000%$715.8K$506.3K-$209.5K2026-10-26
Stevens Capital Partners
DECREASED9871,011-24-2%$731.3K$504.6K-$226.7K2026-10-29
1900 Wealth Management LLC
INCREASED984750+234+31%$542.5K$503.2K-$39.3K2026-10-13
Fairscale Capital, LLC
INCREASED983950+33+3%$686.9K$383.5K-$303.4K2026-11-04
Veracity Capital LLC
INCREASED981964+17+2%$696.8K$501.9K-$194.9K2026-10-08
Bath Savings Trust Co
DECREASED9791,084-105-10%$783.7K$500.6K-$283.1K2026-10-07
Marion Wealth Management
DECREASED9791,011-32-3%$731.3K$500.9K-$230.4K2026-10-22
Tanager Wealth Management LLP
INCREASED976851+125+15%$615.3K$499.1K-$116.2K2026-10-19
Adelphi Trust Co
DECREASED9751,039-64-6%$751.2K$498.6K-$252.6K2026-10-05
Lake Hills Wealth Management, LLC
NEW974—+974——$498.1K—2026-10-07
Clearwave Capital, LLC
INCREASED974704+270+38%$509.0K$497.9K-$11.0K2026-10-27
Intrua Financial, LLC
INCREASED974860+114+13%$621.9K$498.3K-$123.6K2026-10-28
Arista Wealth Management, LLC
NEW972—+972——$497.1K—2026-10-29
Breachway Investments LLC
UNCHANGED97297200%$702.8K$497.1K-$205.7K2026-10-19
NewSquare Capital LLC
INCREASED969915+54+6%$661.6K$495.5K-$166.0K2026-11-06
Bingham Private Wealth, LLC
DECREASED9681,167-199-17%$843.7K$495.0K-$348.7K2026-11-05
Vanguard Capital Wealth Advisors
NEW963—+963——$492.5K—2026-10-16
Heritage Wealth Management, Inc.
INCREASED955952+3+0%$688.3K$488.4K-$199.9K2026-10-28
Strategic Advisors LLC
INCREASED954953+1+0%$688.8K$487.7K-$201.1K2026-10-13
Seven Hills Financial, LLC
NEW953—+953——$487.3K—2026-10-13
Eagle Wealth Strategies LLC
INCREASED952950+2+0%$687.1K$487.0K-$200.1K2026-10-20
Financial Partners Group, Inc
INCREASED951892+59+7%$644.9K$486.5K-$158.4K2026-10-19
Marble Harbor Investment Counsel, LLC
UNCHANGED95095000%$686.9K$485.8K-$201.0K2026-11-06
Canvas Wealth Advisors, LLC
INCREASED948817+131+16%$590.7K$399.8K-$190.9K2026-11-02
McLean Asset Management Corp
DECREASED9461,046-100-10%$531.0K$302.0K-$229.0K2026-11-06
Teamwork Financial Advisors, LLC
DECREASED9404,564-3,624-79%$3.3M$481.2K-$2.8M2026-10-19
Lantz Financial LLC
INCREASED940858+82+10%$620.3K$480.8K-$139.5K2026-10-15
D'Orazio & Associates, Inc.
INCREASED938908+30+3%$656.5K$479.7K-$176.8K2026-11-04
Postrock Partners LLC
UNCHANGED93693600%$676.7K$478.7K-$198.1K2026-11-02
Keudell ison Wealth Management
INCREASED934649+285+44%$469.2K$477.6K+$8.4K2026-10-16
Oak Grove Capital LLC
NEW932—+932——$476.6K—2026-10-09
Blue Capital, Inc.
DECREASED930946-16-2%$684.0K$475.6K-$208.4K2026-10-13
Raleigh Capital Management Inc.
DECREASED928941-13-1%$680.6K$474.6K-$206.0K2026-10-28
Able Financial Group, LLC
INCREASED926703+223+32%$508.3K$473.5K-$34.7K2026-10-14
CLG LLC
INCREASED925849+76+9%$613.7K$473.3K-$140.4K2026-10-13
Central Valley Advisors, LLC
DECREASED9251,001-76-8%$723.6K$473.0K-$250.6K2026-10-27
LifeSteps Financial, Inc.
DECREASED924949-25-3%$686.1K$472.5K-$213.6K2026-10-15
Park National Corp
INCREASED922901+21+2%$651.4K$471.5K-$179.9K2026-10-05
Sulzberger Capital Advisors, Inc.
UNCHANGED92092000%$665.2K$470.5K-$194.7K2026-10-20
SeaBridge Investment Advisors LLC
NEW919—+919——$470.0K—2026-11-02
Magnus Financial Group LLC
INCREASED918833+85+10%$602.5K$469.4K-$133.2K2026-10-21
Madrona Financial Services, LLC
INCREASED918912+6+1%$659.4K$469.4K-$189.9K2026-10-23
Wealthcare Capital Partners, LLC
DECREASED914926-12-1%$669.6K$467.4K-$202.2K2026-10-21
Sagace Wealth Management LLC
NEW911—+911——$465.9K—2026-10-28
Tenon Financial LLC
UNCHANGED91091000%$657.9K$465.4K-$192.6K2026-10-14
Hardworking Capital Advisors, LLC
NEW909—+909——$464.8K—2026-10-20
GW Henssler & Associates LTD
DECREASED907913-6-1%$660.1K$463.8K-$196.3K2026-10-26
Titleist Asset Management, LLC
DECREASED9061,080-174-16%$779.5K$463.6K-$316.0K2026-10-08
Blue Fin Capital, Inc.
UNCHANGED90690600%$655.0K$463.3K-$191.7K2026-10-28
Wespac Advisors, LLC
INCREASED902800+102+13%$578.4K$461.3K-$117.1K2026-10-26
Terra Nova Asset Management LLC
DECREASED9001,000-100-10%$723.0K$460.2K-$262.8K2026-10-13
Tenzing Financial LLC
DECREASED898901-30%$533.9K$370.9K-$163.1K2026-11-03
Cora Capital Advisors LLC
DECREASED893950-57-6%$686.6K$456.5K-$230.1K2026-11-02
Sutton Place Investors LLC
INCREASED893863+30+3%$623.9K$456.7K-$167.3K2026-10-20
Walser Wealth Management Company, A Ltd Liability Co
DECREASED8921,098-206-19%$793.6K$456.0K-$337.6K2026-10-15
Center for Financial Planning, Inc.
INCREASED886748+138+18%$541.0K$453.3K-$87.7K2026-10-26
CapWealth Advisors, LLC
INCREASED884879+5+1%$635.5K$452.1K-$183.5K2026-10-05
Laurion Capital Management LP
NEW883—+883——$451.5K—2026-10-30
First Bank & Trust
INCREASED883858+25+3%$620.3K$451.5K-$168.8K2026-10-19
LifePlan Financial, LLC
DECREASED880970-90-9%$701.3K$448.4K-$252.9K2026-10-13
TritonPoint Partners, LLC
DECREASED8791,916-1,037-54%$1.4M$449.5K-$935.8K2026-11-05
Heck Capital Advisors, LLC
NEW876—+876——$447.8K—2026-10-14
Quadcap Wealth Management, LLC
DECREASED874875-10%$632.6K$446.9K-$185.7K2026-11-02
Teza Capital Management LLC
INCREASED873695+178+26%$502.5K$446.4K-$56.1K2026-10-23
VAN Strum & Towne Inc.
INCREASED872400+472+118%$289.2K$445.9K+$156.7K2026-11-06
Sage Mountain Advisors LLC
INCREASED871653+218+33%$472.1K$445.4K-$26.7K2026-11-02
Lantern Wealth Advisors, LLC
INCREASED869750+119+16%$542.3K$444.4K-$97.9K2026-10-22
Washington Trust Advisors, Inc.
INCREASED867313+554+177%$226.3K$443.4K+$217.1K2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED860369+491+133%$266.8K$447.8K+$181.0K2026-10-20
Summit Financial Wealth Advisors, LLC
INCREASED855713+142+20%$515.5K$437.2K-$78.3K2026-10-15
Riverchase Wealth Management, LLC
UNCHANGED85585500%$618.4K$437.4K-$181.0K2026-10-28
Archer Investment Corp
UNCHANGED85285200%$615.7K$435.8K-$180.0K2026-11-05
Northern Lights Advisors, Inc.
INCREASED850835+15+2%$603.7K$434.7K-$169.0K2026-10-21
Abundance Wealth Counselors
INCREASED850840+10+1%$607.3K$434.7K-$172.6K2026-10-26
Lake Street Private Wealth, LLC
INCREASED850844+6+1%$610.5K$434.9K-$175.6K2026-10-22
Franchise GP Ltd
UNCHANGED85085000%$614.6K$434.7K-$179.9K2026-10-16
Nixon Peabody Trust Co
DECREASED849904-55-6%$653.6K$434.2K-$219.4K2026-10-23
IPG Investment Advisors LLC
NEW843—+843——$431.1K—2026-10-30
Todd Wealth Management, LLC
UNCHANGED84384300%$609.3K$431.0K-$178.3K2026-10-19
Ellsworth Advisors, LLC
INCREASED842554+288+52%$321.1K$430.7K+$109.6K2026-10-15
Washington Trust Bank
INCREASED840777+63+8%$561.8K$429.6K-$132.2K2026-11-03
MCF Advisors LLC
INCREASED839788+51+6%$569.7K$429.1K-$140.7K2026-10-28
Rockland Trust Co
INCREASED837830+7+1%$600.1K$428.0K-$172.1K2026-10-05
Community Financial Services Group, LLC
UNCHANGED83783700%$544.8K$443.0K-$101.8K2026-10-15
S.A. Mason LLC
DECREASED8361,036-200-19%$749.0K$427.5K-$321.5K2026-10-13
Hilltop National Bank
DECREASED8351,015-180-18%$733.8K$427.0K-$306.8K2026-10-14
Ballew Advisors, Inc
INCREASED834833+1+0%$502.5K$450.2K-$52.4K2026-10-05
Capital Squared Financial LLC
DECREASED832835-30%$603.4K$425.4K-$178.0K2026-10-30
Winebrenner Capital Management LLC
UNCHANGED83083000%$600.1K$424.4K-$175.6K2026-10-07
Hanson & Doremus Investment Management
UNCHANGED82682600%$597.0K$422.0K-$175.0K2026-10-16
Cabot Wealth Management Inc
INCREASED825800+25+3%$578.4K$421.9K-$156.5K2026-11-05
Buck Wealth Strategies, LLC
INCREASED822482+340+71%$348.7K$420.4K+$71.6K2026-10-28
Carter Financial Group, Inc.
INCREASED821752+69+9%$543.7K$419.8K-$123.9K2026-10-21
Jeppson Wealth Management, LLC
INCREASED821820+1+0%$592.9K$419.8K-$173.0K2026-10-20
Capital City Trust Co
UNCHANGED81881800%$591.4K$418.3K-$173.1K2026-10-22
Foguth Wealth Management, Llc.
INCREASED817722+95+13%$379.5K$334.4K-$45.1K2026-10-19
Trust Co of Toledo NA
DECREASED814900-86-10%$650.7K$416.3K-$234.4K2026-10-16
Crown Wealth Group, LLC
INCREASED812796+16+2%$575.5K$415.2K-$160.3K2026-10-19
Aletheian Wealth Advisors LLC
DECREASED811821-10-1%$593.6K$414.7K-$178.9K2026-10-08
Skyline Advisors, Inc.
INCREASED810310+500+161%$224.1K$414.4K+$190.3K2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED8101,087-277-25%$785.9K$414.1K-$371.8K2026-11-04
Columbus Macro, LLC
DECREASED809878-69-8%$634.8K$413.7K-$221.1K2026-10-14
Fiduciary Financial Group, LLC
INCREASED809799+10+1%$577.7K$413.7K-$164.0K2026-10-13
Weatherly Asset Management L. P.
DECREASED807827-20-2%$597.9K$412.7K-$185.2K2026-10-20
Riversedge Advisors, LLC
INCREASED805723+82+11%$522.7K$411.7K-$111.1K2026-10-09
Garde Capital, Inc.
INCREASED805793+12+2%$573.3K$411.7K-$161.7K2026-10-29
Gradient Capital Advisors, LLC
UNCHANGED80280200%$579.8K$410.1K-$169.7K2026-10-21
Kelsey Financial, LLC
UNCHANGED80280200%$579.8K$410.1K-$169.7K2026-10-28
Carbahal Olsen Financial Services Group, LLC
INCREASED801800+1+0%$579.1K$409.6K-$169.5K2026-11-05
Adell Harriman & Carpenter Inc
UNCHANGED80080000%$578.4K$409.1K-$169.3K2026-11-02
Atlas Wealth Partners, LLC
UNCHANGED80080000%$578.4K$409.1K-$169.3K2026-11-03
Birchbrook, Inc.
UNCHANGED80080000%$578.4K$409.1K-$169.3K2026-10-14
Lee Financial Co
UNCHANGED80080000%$578.4K$409.1K-$169.3K2026-10-16
Paragon Capital Management Ltd
UNCHANGED80080000%$578.6K$409.3K-$169.4K2026-10-09
Means Investment Co., Inc.
INCREASED798778+20+3%$562.4K$407.9K-$154.5K2026-11-03
CRA Financial Services, LLC
INCREASED797772+25+3%$558.2K$407.4K-$150.7K2026-10-16
Arlington Trust Co LLC
INCREASED795747+48+6%$540.1K$406.5K-$133.5K2026-10-20
Murphy & Mullick Capital Management Corp
INCREASED791766+25+3%$553.8K$404.5K-$149.3K2026-11-02
Aspire Private Capital, LLC
UNCHANGED79179100%$571.9K$404.5K-$167.4K2026-11-05
Midland Wealth Advisors, LLC
INCREASED786747+39+5%$540.1K$401.9K-$138.1K2026-10-26
Lifestyle Asset Management, Inc.
NEW780—+780——$398.8K—2026-10-20
Fell Capital Management
DECREASED7801,000-220-22%$723.0K$398.9K-$324.1K2026-10-09
Bensler, LLC
INCREASED780772+8+1%$558.2K$398.8K-$159.4K2026-11-05
Hendley & Co Inc
UNCHANGED78078000%$564.0K$399.0K-$165.0K2026-10-29
Oasis Advisors, LLC
NEW779—+779——$398.6K—2026-10-16
Financial Perspectives, Inc
DECREASED779839-60-7%$606.8K$398.5K-$208.3K2026-11-03
4Wealth Advisors, Inc.
DECREASED778782-4-1%$543.0K$398.4K-$144.7K2026-10-13
WMS Group LLC
INCREASED777759+18+2%$548.8K$397.3K-$151.4K2026-11-06
Gradient Investments LLC
INCREASED775682+93+14%$493.1K$396.3K-$96.8K2026-10-08
Olio Financial Planning
UNCHANGED77577500%$560.3K$396.3K-$164.0K2026-10-22
Mid-American Wealth Advisory Group, Inc.
INCREASED774601+173+29%$434.7K$395.9K-$38.8K2026-10-21
Compass Financial Group, Inc
INCREASED774773+1+0%$559.0K$395.8K-$163.2K2026-10-13
Helium Advisors LLC
INCREASED773772+1+0%$558.2K$395.3K-$162.9K2026-10-23
Woodward Diversified Capital, LLC
DECREASED771855-84-10%$618.3K$394.4K-$223.9K2026-10-21
Clear Wave Wealth Management LLC
DECREASED770786-16-2%$568.3K$393.8K-$174.5K2026-11-04
Motive Wealth Advisors
DECREASED770786-16-2%$568.3K$393.8K-$174.5K2026-10-26
Monarch Capital Management Inc
UNCHANGED77077000%$556.7K$393.8K-$162.9K2026-10-19
Crumly & Associates Inc.
NEW767—+767——$392.3K—2026-10-07
Cherrydale Wealth Management, LLC
UNCHANGED76476400%$552.7K$390.9K-$161.8K2026-10-20
Total Clarity Wealth Management, Inc.
DECREASED763828-65-8%$598.7K$390.2K-$208.5K2026-10-26
Kavar Capital Partners Group, LLC
INCREASED757718+39+5%$519.1K$387.1K-$132.0K2026-11-06
Asahi Life Asset Management Co., Ltd.
DECREASED754771-17-2%$557.4K$385.6K-$171.9K2026-11-06
Matthew Goff Investment Advisor, LLC
UNCHANGED75375300%$544.4K$385.1K-$159.4K2026-10-13
Hummer Financial Advisory Services Inc
UNCHANGED75075000%$542.3K$383.5K-$158.7K2026-10-09
Websterrogers Financial Advisors, LLC
UNCHANGED75075000%$542.3K$383.5K-$158.7K2026-11-02
Commonwealth Financial Services, LLC
DECREASED749991-242-24%$716.8K$383.3K-$333.6K2026-10-20
Acorn Financial Advisory Services Inc
INCREASED747658+89+14%$475.9K$382.3K-$93.7K2026-11-02
Veery Capital, LLC
DECREASED747776-29-4%$561.0K$382.0K-$179.0K2026-10-07
Partners Wealth Management, LLC
NEW746—+746——$381.5K—2026-10-28
Davis Investment Partners, LLC
INCREASED745304+441+145%$219.8K$381.2K+$161.3K2026-11-05
Rosenberg Matthew Hamilton
INCREASED743709+34+5%$512.6K$380.0K-$132.7K2026-10-05
Vann Equity Management LLC
INCREASED739716+23+3%$517.7K$377.8K-$139.9K2026-10-08
Hamilton Point Investment Advisors, LLC
UNCHANGED73973900%$534.3K$377.9K-$156.4K2026-11-03
Navigate Wealth Management, LLC
UNCHANGED73873800%$390.9K$374.2K-$16.7K2026-10-14
GreatBanc Trust Co
INCREASED734720+14+2%$520.6K$375.4K-$145.2K2026-11-04
Connecticut Capital Management Group, LLC
INCREASED733705+28+4%$509.7K$374.8K-$134.9K2026-10-29
Human Investing LLC
INCREASED732587+145+25%$424.5K$374.4K-$50.1K2026-10-19
Leo Wealth, LLC
NEW729—+729——$372.9K—2026-10-26
Galvin, Gaustad & Stein, LLC
DECREASED7291,139-410-36%$823.8K$373.1K-$450.8K2026-10-08
Arch Global Advisors, LLC
DECREASED725866-141-16%$626.1K$370.8K-$255.4K2026-10-23
Fogel Capital Management, Inc.
UNCHANGED72572500%$524.2K$370.8K-$153.4K2026-11-04
Barings LLC
UNCHANGED72572500%$524.2K$370.8K-$153.4K2026-10-22
Lynx Investment Advisory
DECREASED724756-32-4%$546.6K$370.1K-$176.5K2026-10-27
Montz Harcus Wealth Management LLC
DECREASED724731-7-1%$528.5K$370.2K-$158.3K2026-10-09
Pathway Financial Advisers, LLC
DECREASED723730-7-1%$528.1K$369.5K-$158.6K2026-10-27
Laurel Wealth Advisors LLC
UNCHANGED72372300%$522.7K$369.7K-$153.0K2026-10-27
Victrix Investment Advisors
INCREASED721683+38+6%$493.9K$368.7K-$125.1K2026-10-13
LifeWealth Investments, LLC
DECREASED721736-15-2%$532.1K$368.5K-$163.7K2026-10-21
Hamilton Capital, LLC
DECREASED721726-5-1%$524.9K$368.7K-$156.2K2026-10-08
Invenio Wealth Partners LLC
DECREASED720757-37-5%$547.3K$368.2K-$179.1K2026-10-20
Power Wealth Management LLC
INCREASED719549+170+31%$396.9K$367.7K-$29.2K2026-10-27
Spartan Planning & Wealth Management
DECREASED7171,488-771-52%$1.1M$366.9K-$709.1K2026-10-13
Legacy Edge Advisors, LLC
INCREASED717687+30+4%$496.7K$366.7K-$130.0K2026-11-06
MB, Levis & Associates, LLC
INCREASED716715+1+0%$517.3K$366.3K-$151.0K2026-10-16
IronOak Wealth Llc.
NEW714—+714——$365.1K—2026-11-06
Investment Research Partners LLC
DECREASED712848-136-16%$613.1K$364.1K-$249.0K2026-10-19
Leslie Global Wealth, LLC
DECREASED708725-17-2%$524.2K$362.1K-$162.1K2026-10-26
Morton Capital Management LLC
DECREASED7071,008-301-30%$728.8K$361.7K-$367.1K2026-10-23
Register Financial Advisors LLC
DECREASED706898-192-21%$649.3K$361.0K-$288.2K2026-10-23
Hyposwiss Advisors SA
UNCHANGED70570500%$509.7K$360.5K-$149.2K2026-10-26
August Group Capital Ltd
DECREASED704723-19-3%$522.7K$360.0K-$162.7K2026-10-14
Burford Brothers, Inc.
DECREASED704712-8-1%$514.7K$360.0K-$154.7K2026-10-21
Warner Financial, Inc
UNCHANGED70270200%$507.5K$359.0K-$148.6K2026-11-06
Lpwm LLC
UNCHANGED70270200%$507.5K$359.0K-$148.6K2026-10-20
Kassira Wealth Management LLC
UNCHANGED70070000%$506.1K$358.0K-$148.1K2026-10-28
Quilter Plc
UNCHANGED70070000%$506.1K$358.0K-$148.1K2026-10-21
North Star Investment Management Corp.
INCREASED696641+55+9%$463.3K$355.9K-$107.4K2026-10-27
Livet Wealth, LLC
INCREASED695281+414+147%$203.2K$355.4K+$152.2K2026-10-27
Stonehaven Wealth & TAX Solutions, LLC
DECREASED695718-23-3%$519.1K$355.4K-$163.7K2026-10-22
Friedenthal Financial
NEW694—+694——$354.9K—2026-10-27
Cornell Pochily Investment Advisors, Inc.
INCREASED694632+62+10%$456.8K$354.8K-$102.0K2026-10-19
Segment Wealth Management, LLC
UNCHANGED68568500%$495.3K$350.3K-$145.0K2026-10-26
Park Capital Management, LLC / WI
DECREASED6843,916-3,232-83%$2.8M$349.7K-$2.5M2026-10-13
Christensen, King & Associates Investment Services, Inc.
UNCHANGED68368300%$494.0K$349.4K-$144.6K2026-10-22
Rare Wolf Capital LLC
DECREASED682745-63-8%$538.6K$348.8K-$189.9K2026-10-20
Gallacher Capital Management LLC
DECREASED6801,327-647-49%$959.1K$347.9K-$611.2K2026-10-30
BCK Partners, Inc.
DECREASED678700-22-3%$506.1K$346.7K-$159.4K2026-10-23
Fairway Financial, LLC
INCREASED677676+1+0%$489.0K$346.3K-$142.7K2026-10-20
Cardinal Point Capital Management ULC
DECREASED675709-34-5%$512.3K$345.0K-$167.4K2026-10-21
Capstone Wealth Management, LLC
INCREASED671370+301+81%$267.5K$343.1K+$75.6K2026-11-02
Kennebec Savings Bank
INCREASED670236+434+184%$170.6K$342.6K+$172.0K2026-10-22
Vicus Capital
DECREASED670945-275-29%$683.6K$342.6K-$341.0K2026-11-05
Wealth Advisory Solutions, LLC
UNCHANGED67067000%$484.4K$342.6K-$141.8K2026-10-20
Waterfront Wealth Inc.
UNCHANGED66966900%$403.1K$271.8K-$131.3K2026-11-03
Oak Asset Management, LLC
UNCHANGED66766700%$482.2K$341.1K-$141.2K2026-10-13
Box Hill Private Wealth LLC
INCREASED665502+163+32%$363.3K$340.1K-$23.1K2026-10-05
21 West Wealth Management LLC
DECREASED660689-29-4%$498.1K$337.5K-$160.6K2026-10-13
Alpha Zero LLC
INCREASED660640+20+3%$359.1K$337.7K-$21.4K2026-11-06
Altar Rock LLC
UNCHANGED65965900%$476.5K$334.1K-$142.3K2026-11-06
Great Waters Wealth Management
DECREASED655656-10%$474.3K$335.0K-$139.3K2026-10-07
Chris Bulman Inc
INCREASED653564+89+16%$407.8K$333.9K-$73.8K2026-10-20
Blue Zone Wealth Advisors, LLC
INCREASED647628+19+3%$454.0K$330.9K-$123.2K2026-10-19
Financial & Tax Architects, LLC
INCREASED647631+16+3%$456.2K$330.7K-$125.5K2026-10-15
Carrera Capital Advisors
INCREASED647646+1+0%$466.9K$331.1K-$135.8K2026-11-03
Marin Bay Wealth Advisors, LLC
DECREASED644683-39-6%$493.9K$329.4K-$164.5K2026-10-28
Tred Avon Family Wealth, LLC
DECREASED644677-33-5%$489.5K$329.3K-$160.1K2026-10-20
West Paces Advisors Inc.
INCREASED641551+90+16%$398.4K$327.8K-$70.6K2026-10-13
Evexia Wealth LLC
DECREASED641650-9-1%$336.9K$248.4K-$88.5K2026-11-05
Green Ridge Wealth Planning LLC
UNCHANGED64064000%$462.7K$327.3K-$135.4K2026-10-08
Insight Advisors, LLC/ PA
DECREASED630886-256-29%$640.4K$322.2K-$318.2K2026-10-22
Great Point Wealth Advisors, LLC
DECREASED630659-29-4%$476.2K$322.3K-$153.9K2026-10-15
Cogent Private Wealth, Inc.
DECREASED630652-22-3%$471.4K$322.2K-$149.2K2026-11-06
David J Yvars Group
DECREASED630640-10-2%$462.9K$322.3K-$140.6K2026-10-09
RDA Financial Network
INCREASED629531+98+18%$383.9K$321.7K-$62.2K2026-10-15
Keystone Wealth Services, LLC
DECREASED626641-15-2%$463.5K$320.6K-$142.9K2026-11-03
New England Research & Management, Inc.
UNCHANGED62562500%$451.9K$319.6K-$132.3K2026-10-16
True Private Wealth Advisors
DECREASED6242,259-1,635-72%$1.6M$319.1K-$1.3M2026-10-19
Yankcom Partnership
INCREASED623245+378+154%$177.1K$318.6K+$141.5K2026-10-15
Zullo Investment Group, Inc.
DECREASED623630-7-1%$455.6K$318.7K-$136.9K2026-10-20
Heritage Wealth Management, Inc.
INCREASED620613+7+1%$443.2K$317.1K-$126.1K2026-10-27
Fortis Group Advisors, LLC
NEW614—+614——$239.4K—2026-11-06
PKS Advisory Services, LLC
UNCHANGED60860800%$439.4K$439.4K$02026-10-26
TFB Advisors LLC
INCREASED607540+67+12%$390.4K$310.4K-$80.0K2026-11-02
Capstone Wealth Management Group, Inc.
DECREASED606620-14-2%$448.3K$309.7K-$138.6K2026-10-19
Malaga Cove Capital, LLC
NEW603—+603——$308.4K—2026-10-23
ShankerValleau Wealth Advisors, Inc.
NEW601—+601——$307.3K—2026-10-16
American National Bank of Texas
UNCHANGED60160100%$434.5K$307.3K-$127.2K2026-10-07
Sanders Morris Harris LLC
NEW600—+600——$306.8K—2026-10-14
Focused Alpha, LLC
DECREASED6002,868-2,268-79%$2.1M$306.9K-$1.8M2026-10-20
Greenfield Seitz Capital Management, LLC
UNCHANGED60060000%$433.8K$306.8K-$127.0K2026-10-29
KPP Advisory Services LLC
DECREASED599602-30%$435.2K$306.3K-$128.9K2026-10-26
GK Wealth Management LLC
INCREASED598408+190+47%$294.7K$305.3K+$10.6K2026-10-09
Money Concepts Capital Corp
DECREASED598765-167-22%$552.9K$305.7K-$247.2K2026-11-06
Rise Advisors, LLC
INCREASED598502+96+19%$363.0K$305.6K-$57.4K2026-10-16
Convergence Investment Partners, LLC
DECREASED59711,030-10,433-95%$8.0M$305.1K-$7.7M2026-10-28
Hidden Cove Wealth Management, LLC
DECREASED597613-16-3%$443.2K$305.3K-$137.9K2026-10-19
Kingstone Capital Partners Texas, LLC
UNCHANGED59759700%$431.5K$305.5K-$125.9K2026-11-03
Ironsides Asset Advisors, LLC
UNCHANGED59459400%$429.5K$303.8K-$125.7K2026-10-20
Genesis Private Wealth, LLC
NEW593—+593——$303.2K—2026-11-02
Accel Wealth Management
INCREASED593556+37+7%$402.0K$303.2K-$98.7K2026-10-13
TriaGen Wealth Management LLC
DECREASED593627-34-5%$453.3K$303.2K-$150.1K2026-10-14
Avondale Wealth Management
UNCHANGED59259200%$427.7K$302.5K-$125.2K2026-10-15
Palisade Asset Management, LLC
DECREASED591602-11-2%$435.2K$302.2K-$133.0K2026-11-03
Kuhn & Co Investment Counsel
INCREASED590556+34+6%$402.0K$301.7K-$100.3K2026-10-29
ERn Financial, LLC
INCREASED590561+29+5%$405.6K$301.7K-$103.9K2026-10-28
Shum Financial Group, Inc.
NEW589—+589——$301.2K—2026-10-13
Essential Investment Partners LLC
DECREASED586924-338-37%$668.1K$299.7K-$368.4K2026-10-27
Johnson Bixby & Associates, LLC
DECREASED586594-8-1%$429.5K$299.7K-$129.8K2026-10-14
Benin Management Corp
UNCHANGED58658600%$423.7K$299.7K-$124.0K2026-10-22
Instrumental Wealth, LLC
INCREASED584510+74+15%$368.7K$298.8K-$69.9K2026-10-20
Clear Point Advisors Inc.
UNCHANGED58258200%$420.8K$297.6K-$123.2K2026-10-30
Sather Financial Group Inc
DECREASED581602-21-3%$435.2K$297.1K-$138.1K2026-10-30
Elevated Financial Group LLC
DECREASED581587-6-1%$424.4K$297.1K-$127.3K2026-10-16
Prospect Financial Group LLC
DECREASED578673-95-14%$486.6K$295.6K-$191.0K2026-11-05
Indiana Trust & Investment Management Co
DECREASED578588-10-2%$425.1K$295.6K-$129.5K2026-10-22
Financial Planning Navigators Corp
INCREASED577525+52+10%$379.7K$295.2K-$84.6K2026-10-14
ASL Financial, LLC
UNCHANGED57357300%$414.3K$293.0K-$121.3K2026-10-15
Phillips Financial Management, LLC
DECREASED562600-38-6%$433.8K$287.4K-$146.4K2026-10-19
PFW Advisors LLC
INCREASED561529+32+6%$382.5K$286.9K-$95.6K2026-10-07
Mechanics Bank Trust Department
DECREASED559594-35-6%$429.5K$285.9K-$143.6K2026-10-13
Kaufman Rossin Wealth, LLC
NEW558—+558——$285.3K—2026-10-19
Conrad Siegel Investment Advisors, Inc.
INCREASED558554+4+1%$400.5K$285.4K-$115.2K2026-10-08
Augustine Asset Management Inc
INCREASED557335+222+66%$242.2K$284.8K+$42.6K2026-10-13
Bell Investment Advisors, Inc
DECREASED556581-25-4%$420.1K$284.3K-$135.7K2026-10-29
Purkiss Capital Advisors LLC
DECREASED556557-10%$402.5K$284.2K-$118.3K2026-11-06
Atlantic Edge Private Wealth Management, LLC
INCREASED555217+338+156%$156.9K$283.8K+$126.9K2026-10-20
Reap Financial Group, LLC
INCREASED555468+87+19%$338.2K$283.8K-$54.4K2026-11-02
Hughes Financial Services, LLC
DECREASED553555-20%$401.3K$233.3K-$168.0K2026-10-30
BankPlus Trust Department
UNCHANGED55355300%$399.8K$282.8K-$117.0K2026-11-06
Cadinha & Co LLC
UNCHANGED55255200%$399.1K$282.3K-$116.8K2026-10-22
NovaPoint Capital, LLC
UNCHANGED55255200%$399.1K$282.3K-$116.8K2026-10-22
Optivise Advisory Services LLC
DECREASED551585-34-6%$422.6K$281.7K-$140.9K2026-10-19
Signature Equity Partners, LLC
INCREASED549430+119+28%$311.1K$280.6K-$30.5K2026-10-29
Market Street Wealth Management Advisors LLC
INCREASED547523+24+5%$378.1K$279.7K-$98.4K2026-10-09
Blue Water Asset Management
INCREASED547535+12+2%$386.5K$279.5K-$107.0K2026-11-04
Fidelity D & D Bancorp Inc
UNCHANGED54754700%$395.5K$279.7K-$115.8K2026-11-05
Eagle Bay Advisors LLC
INCREASED544481+63+13%$347.4K$277.9K-$69.5K2026-10-16
Legacy Wealth Partners, LLC
INCREASED544540+4+1%$390.4K$278.2K-$112.2K2026-10-15
1620 Investment Advisors, Inc.
DECREASED543683-140-20%$493.8K$277.7K-$216.1K2026-11-04
Cannon Advisors, Inc.
DECREASED5421,528-986-65%$910.2K$251.6K-$658.6K2026-10-14
Tortoise Investment Management, LLC
INCREASED542535+7+1%$386.8K$277.2K-$109.6K2026-11-06
Lodestone Wealth Management LLC
INCREASED5416+535+8917%$4.3K$276.7K+$272.3K2026-10-14
TopTier Wealth Management, LLC
INCREASED541538+3+1%$389.3K$276.9K-$112.4K2026-10-16
Zega Investments, LLC
DECREASED539734-195-27%$530.7K$275.6K-$255.0K2026-11-04
JB Capital LLC
DECREASED538933-395-42%$674.4K$275.2K-$399.2K2026-10-19
Financial Security Advisor, Inc.
INCREASED538537+1+0%$388.5K$275.0K-$113.4K2026-11-03
Tortuga Wealth Management, Inc
INCREASED536504+32+6%$364.4K$274.1K-$90.3K2026-10-27
Appleton Partners Inc
DECREASED536550-14-3%$398.0K$274.0K-$124.0K2026-10-30
Chicago Capital, LLC
DECREASED536539-3-1%$389.7K$274.1K-$115.6K2026-10-13
Scissortail Wealth Management, LLC
NEW535—+535——$273.6K—2026-11-03
Weaver Consulting Group
INCREASED535465+70+15%$336.2K$273.6K-$62.6K2026-10-07
Invested Advisors
INCREASED535532+3+1%$384.6K$273.6K-$111.0K2026-10-23
ICW Investment Advisors LLC
DECREASED534582-48-8%$420.9K$273.5K-$147.4K2026-10-27
DiNuzzo Private Wealth, Inc.
INCREASED532132+400+303%$95.4K$272.1K+$176.6K2026-10-16
Wiser Wealth Management, Inc
DECREASED532538-6-1%$389.0K$272.1K-$116.9K2026-10-14
Legacy Financial Strategies, LLC
INCREASED529435+94+22%$314.5K$270.5K-$44.0K2026-10-15
Compass Ion Advisors, LLC
DECREASED528541-13-2%$391.3K$270.1K-$121.2K2026-10-23
Melfa Wealth Management, Inc.
NEW525—+525——$268.5K—2026-11-06
Kohmann Bosshard Financial Services, LLC
INCREASED525500+25+5%$361.5K$268.5K-$93.0K2026-11-04
Hill Island Financial LLC
UNCHANGED52552500%$379.6K$268.5K-$111.1K2026-10-20
Decision Investments, Inc
UNCHANGED52552500%$379.6K$268.5K-$111.1K2026-10-07
Steel Grove Capital Advisors, LLC
UNCHANGED52552500%$379.6K$268.5K-$111.1K2026-10-13
Greater Midwest Financial Group, LLC
DECREASED524525-10%$379.5K$268.2K-$111.4K2026-10-13
Marathon Capital Management
UNCHANGED52352300%$378.1K$267.5K-$110.7K2026-10-23
Voisard Asset Management Group, Inc.
INCREASED521450+71+16%$325.5K$266.6K-$58.9K2026-10-13
Kennedy Investment Group, Inc.
INCREASED519518+1+0%$374.8K$265.2K-$109.6K2026-10-21
Hengehold Capital Management LLC
INCREASED516386+130+34%$279.1K$263.9K-$15.2K2026-10-16
Austin Wealth Management, LLC
UNCHANGED51651600%$273.3K$262.9K-$10.4K2026-11-06
Sanchez Gaunt Capital Management, LLC
INCREASED515498+17+3%$360.1K$263.4K-$96.7K2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED515519-4-1%$375.2K$263.5K-$111.7K2026-10-13
Dominguez Wealth Management Solutions, Inc.
UNCHANGED51451400%$371.6K$262.8K-$108.8K2026-10-07
Rainier Family Wealth Inc
INCREASED513437+76+17%$316.0K$262.3K-$53.6K2026-11-02
Wilkerson Advisory Group LLC
DECREASED512731-219-30%$528.5K$261.8K-$266.7K2026-10-20
Brown Wealth Management, LLC
INCREASED512428+84+20%$309.4K$261.8K-$47.6K2026-10-20
AA Financial Advisors, LLC
DECREASED511568-57-10%$410.7K$261.3K-$149.4K2026-10-19
Peak Financial Advisors LLC
UNCHANGED51151100%$369.5K$261.3K-$108.1K2026-10-28
Heffernan Advisory, Inc
INCREASED510480+30+6%$347.0K$260.8K-$86.2K2026-10-13
Toth Financial Advisory Corp
INCREASED510494+16+3%$357.2K$260.8K-$96.4K2026-10-08
Kraft, Davis & Associates, LLC
INCREASED510503+7+1%$287.3K$212.5K-$74.8K2026-10-21
Wealth Management Nebraska
INCREASED509339+170+50%$245.1K$260.3K+$15.2K2026-10-26
Goelzer Investment Management, Inc.
INCREASED508450+58+13%$325.4K$259.8K-$65.6K2026-10-16
FF Advisors,LLC
UNCHANGED50750700%$366.6K$259.3K-$107.3K2026-10-21
RKL Wealth Management LLC
DECREASED506620-114-18%$448.5K$259.0K-$189.6K2026-10-16
Financial Harvest, LLC
DECREASED506511-5-1%$369.5K$258.8K-$110.7K2026-10-15
First Financial Bank - Trust Division
UNCHANGED50650600%$365.8K$258.8K-$107.1K2026-10-01
Great Diamond Partners, LLC
INCREASED503401+102+25%$289.9K$257.2K-$32.7K2026-10-13
Mechanics Financial Corp
INCREASED503500+3+1%$361.5K$257.2K-$104.3K2026-11-05
Peachtree Investment Partners, LLC
DECREASED5021,120-618-55%$809.9K$256.6K-$553.3K2026-11-05
Addison Advisors LLC
DECREASED502509-7-1%$368.0K$256.7K-$111.3K2026-11-06
PTM Wealth Management, LLC
INCREASED502501+1+0%$268.8K$266.1K-$2.7K2026-10-23
St. Louis Financial Planners Asset Management, LLC
NEW501—+501——$211.1K—2026-10-16
Sterling Investment Advisors, Ltd.
DECREASED501551-50-9%$398.4K$256.2K-$142.2K2026-10-27
High Note Wealth, LLC
INCREASED501454+47+10%$328.2K$256.2K-$72.0K2026-10-27
John G Ullman & Associates Inc
UNCHANGED50050000%$361.5K$255.7K-$105.8K2026-11-04
Mustard Seed Financial, LLC
UNCHANGED50050000%$361.5K$255.7K-$105.8K2026-10-30
O'Keefe Stevens Advisory, Inc.
UNCHANGED50050000%$361.5K$255.7K-$105.8K2026-10-09
Reik & Co., LLC
UNCHANGED50050000%$361.5K$255.7K-$105.8K2026-10-27
Flagstone Financial Management
UNCHANGED49949900%$360.8K$255.2K-$105.6K2026-11-05
Pettinga Financial Advisors LLC
INCREASED498490+8+2%$354.4K$254.9K-$99.5K2026-10-13
Abner Herrman & Brock LLC
NEW497—+497——$254.0K—2026-10-20
Key FInancial Inc
INCREASED497434+63+15%$313.8K$254.2K-$59.6K2026-11-02
Verity Asset Management, Inc.
INCREASED496437+59+14%$316.2K$253.6K-$62.6K2026-10-30
GSG Advisors LLC
INCREASED493441+52+12%$318.8K$252.1K-$66.7K2026-11-03
Bayban
UNCHANGED49349300%$356.4K$356.4K$02026-11-05
Shakespeare Wealth Management, LLC
UNCHANGED48748700%$352.1K$249.0K-$103.1K2026-10-28
Uptick Partners, LLC
INCREASED485400+85+21%$289.6K$247.9K-$41.6K2026-11-04
Kellett Wealth Advisors, LLC
DECREASED485499-14-3%$360.8K$248.0K-$112.8K2026-10-15
Vaquero Private Wealth, LTD
UNCHANGED48548500%$350.7K$248.0K-$102.6K2026-10-27
Western Pacific Wealth Management, LP
INCREASED483168+315+188%$121.5K$247.0K+$125.5K2026-10-16
Clearview Wealth Management LLC
UNCHANGED48248200%$348.5K$223.8K-$124.7K2026-10-16
Echo45 Advisors LLC
INCREASED481415+66+16%$299.9K$245.9K-$54.1K2026-10-07
Sterling Wealth Management, Inc.
UNCHANGED48148100%$347.8K$246.0K-$101.8K2026-10-23
Parkway Wealth Management Group, LLC
DECREASED477512-35-7%$370.2K$243.9K-$126.2K2026-10-20
Albion Financial Group
DECREASED476548-72-13%$396.2K$243.2K-$153.0K2026-10-21
Jacksonville Wealth Management, LLC
DECREASED475625-150-24%$452.2K$243.2K-$209.1K2026-10-30
Affinity Capital Advisors, LLC
NEW474—+474——$240.3K—2026-10-13
Realta Investment Advisors
DECREASED473518-45-9%$374.3K$241.7K-$132.5K2026-10-14
Gordian Advisors LLC
UNCHANGED47347300%$342.0K$241.9K-$100.1K2026-10-30
Latitude Advisors, LLC
INCREASED472433+39+9%$313.4K$241.3K-$72.1K2026-10-27
Hobart Private Capital, LLC
INCREASED471400+71+18%$289.2K$240.9K-$48.3K2026-10-19
RVW Wealth, LLC
INCREASED471464+7+2%$335.5K$240.9K-$94.6K2026-10-06
Onyx Bridge Wealth Group LLC
DECREASED470516-46-9%$373.1K$240.3K-$132.8K2026-10-16
Brady Family Wealth, LLC
NEW469—+469——$239.8K—2026-11-02
Mader & Shannon Wealth Management, Inc.
INCREASED469430+39+9%$310.9K$239.8K-$71.1K2026-11-02
Alchemi Wealth, LLC
DECREASED469494-25-5%$357.6K$239.8K-$117.8K2026-11-04
Spectrum Planning & Advisory Services Inc.
NEW465—+465——$238.0K—2026-11-05
Black Diamond Financial, LLC
INCREASED465325+140+43%$235.3K$238.2K+$2.8K2026-10-26
Nottingham Advisors, Inc.
DECREASED465547-82-15%$287.6K$246.1K-$41.4K2026-10-29
Elm3 Financial Group, LLC
DECREASED465478-13-3%$345.9K$238.0K-$107.9K2026-10-07
Cowa, LLC
UNCHANGED46546500%$336.2K$237.8K-$98.4K2026-10-30
waypoint wealth counsel
INCREASED462429+33+8%$310.1K$236.2K-$73.9K2026-10-22
Councilmark Asset Management, LLC
UNCHANGED46046000%$332.6K$235.2K-$97.3K2026-10-20
Semus Wealth Partners LLC
DECREASED456479-23-5%$346.4K$233.4K-$113.0K2026-10-22
Johnson & White Wealth Management, LLC
DECREASED454610-156-26%$441.0K$232.2K-$208.9K2026-11-03
Goldstein Advisors, LLC
INCREASED454301+153+51%$217.6K$232.2K+$14.5K2026-10-15
Tradewinds Capital Management, LLC
DECREASED454468-14-3%$338.4K$232.2K-$106.2K2026-10-23
Amplius Wealth Advisors, LLC
INCREASED453316+137+43%$228.5K$231.7K+$3.2K2026-10-20
United Bank
DECREASED452575-123-21%$415.7K$231.1K-$184.6K2026-11-06
Benedict Financial Advisors Inc
DECREASED452473-21-4%$342.3K$231.1K-$111.2K2026-10-07
Wheelhouse Advisory Group LLC
UNCHANGED45245200%$326.7K$231.3K-$95.4K2026-10-20
Robinson Smith Wealth Advisors LLC
UNCHANGED45245200%$326.8K$231.1K-$95.7K2026-10-22
Schmidt P J Investment Management Inc
NEW450—+450——$230.1K—2026-11-02
Hoey Investments, Inc
UNCHANGED45045000%$325.4K$230.1K-$95.2K2026-10-29
Global Wealth Strategies & Associates
INCREASED446407+39+10%$294.3K$228.1K-$66.2K2026-10-02
Hunter Associates Investment Management LLC
DECREASED446466-20-4%$336.0K$228.0K-$108.0K2026-10-26
Greenup Street Wealth Management LLC
INCREASED446426+20+5%$308.3K$228.2K-$80.1K2026-10-28
IAG Wealth Partners, LLC
INCREASED446445+1+0%$321.8K$227.8K-$94.0K2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED44544500%$321.7K$227.6K-$94.2K2026-10-14
First Merchants Corp
INCREASED444441+3+1%$318.8K$227.1K-$91.8K2026-10-15
WP Advisors, LLC
UNCHANGED44444400%$321.2K$227.4K-$93.7K2026-10-22
Liberty Capital Management, Inc.
DECREASED443447-4-1%$323.2K$226.5K-$96.6K2026-11-02
Praetorian Wealth Management, Inc.
UNCHANGED44244200%$320.3K$226.5K-$93.7K2026-10-16
Chemistry Wealth Management LLC
INCREASED441407+34+8%$294.3K$225.5K-$68.7K2026-10-16
MSH Capital Advisors LLC
INCREASED441411+30+7%$297.4K$225.8K-$71.6K2026-11-03
Commerce Advisors, LLC
DECREASED441445-4-1%$321.7K$225.5K-$96.2K2026-10-19
Sierra Ocean, LLC
DECREASED440445-5-1%$321.7K$225.0K-$96.7K2026-11-03
Vericrest Private Wealth
DECREASED438448-10-2%$323.9K$224.0K-$99.9K2026-10-21
Essex Bank
DECREASED438444-6-1%$321.0K$224.0K-$97.0K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED437479-42-9%$346.6K$223.6K-$122.9K2026-10-14
Balance Wealth Partners LLC
DECREASED437452-15-3%$326.8K$223.3K-$103.5K2026-10-27
Astra Wealth Partners LLC
INCREASED436418+18+4%$302.2K$223.0K-$79.3K2026-11-06
Compass Financial Group, Inc.
UNCHANGED43643600%$315.2K$223.0K-$92.3K2026-11-06
Moody Lynn Lieberson & Walker, LLC
DECREASED435515-80-16%$372.3K$222.5K-$149.9K2026-10-14
TL Private Wealth
DECREASED435442-7-2%$245.3K$216.2K-$29.1K2026-10-13
Impact Investors, Inc
DECREASED4342,012-1,578-78%$1.5M$221.9K-$1.2M2026-11-02
Coyle Financial Counsel LLC
DECREASED431449-18-4%$324.6K$220.4K-$104.2K2026-10-28
Gilpin Wealth Management, LLC
DECREASED431434-3-1%$313.8K$220.4K-$93.4K2026-10-09
Evansbrook LLC
UNCHANGED43043000%$310.9K$219.9K-$91.0K2026-10-16
Bourgeon Capital Management LLC
NEW429—+429——$219.4K—2026-10-19
Mach-1 Financial Group, LLC
NEW428—+428——$218.9K—2026-11-06
Smith Shellnut Wilson LLC
DECREASED428533-105-20%$385.4K$218.9K-$166.5K2026-10-21
Petros Family Wealth, LLC
INCREASED428412+16+4%$297.9K$218.9K-$79.0K2026-10-28
Gleason Group, Inc.
UNCHANGED42842800%$309.7K$218.7K-$91.0K2026-10-15
Auxano Advisors, LLC
DECREASED427520-93-18%$376.0K$218.4K-$157.6K2026-11-06
Fermata Advisors, LLC
INCREASED426334+92+28%$241.7K$218.0K-$23.7K2026-10-13
Cornerstone Planning Group LLC
INCREASED425418+7+2%$231.8K$215.3K-$16.5K2026-10-16
Retirement Planning Co of New England, Inc.
INCREASED425424+1+0%$306.3K$217.3K-$88.9K2026-10-15
NavPoint Financial, Inc.
UNCHANGED42442400%$306.6K$216.8K-$89.7K2026-10-21
Tranquility Partners, LLC
UNCHANGED42342300%$305.8K$216.3K-$89.5K2026-10-20
Rinkey Investments
DECREASED422622-200-32%$449.7K$215.8K-$233.9K2026-10-28
Embree Financial Group
INCREASED420415+5+1%$300.1K$214.8K-$85.3K2026-10-22
Aurora Investment Managers, Llc.
UNCHANGED41941900%$303.0K$214.0K-$89.0K2026-10-15
J.M. Arbour, LLC
INCREASED418354+64+18%$255.9K$213.8K-$42.2K2026-11-05
Vista Capital Partners, Inc.
INCREASED416398+18+5%$287.8K$212.7K-$75.0K2026-11-06
Retirement Wealth Solutions LLC
INCREASED415380+35+9%$274.6K$212.2K-$62.5K2026-10-07
XY Planning Network, Inc.
INCREASED413327+86+26%$236.7K$211.4K-$25.3K2026-10-14
Gaddis Premier Wealth Advisors LLC
DECREASED413441-28-6%$318.8K$211.2K-$107.6K2026-10-29
Trilogy Capital Inc.
INCREASED411379+32+8%$274.0K$210.4K-$63.6K2026-10-20
Turning Point Benefit Group, Inc.
DECREASED411419-8-2%$301.1K$217.5K-$83.6K2026-10-28
M.E. Allison & Co., Inc.
UNCHANGED41041000%$296.4K$209.7K-$86.8K2026-10-09
JFS Wealth Advisors, LLC
UNCHANGED40940900%$295.7K$209.2K-$86.5K2026-11-03
ADE, LLC
INCREASED407400+7+2%$289.2K$208.1K-$81.1K2026-10-29
Sentinel Pension Advisors, LLC
NEW405—+405——$207.1K—2026-11-02
Arlington Financial Advisors, LLC
INCREASED405401+4+1%$290.0K$206.9K-$83.1K2026-10-19
Hennessy Advisors Inc
DECREASED4047,434-7,030-95%$5.4M$206.6K-$5.2M2026-10-28
ACT Advisors, Llc.
INCREASED404351+53+15%$253.6K$206.5K-$47.1K2026-10-15
Opal Wealth Advisors, LLC
INCREASED404383+21+5%$276.7K$206.5K-$70.2K2026-10-16
Well Done, LLC
DECREASED403486-83-17%$351.4K$206.1K-$145.3K2026-10-20
WBH Advisory Inc
UNCHANGED40340300%$291.4K$206.1K-$85.3K2026-11-05
Mokosak Advisory Group, LLC
UNCHANGED40240200%$290.6K$205.8K-$84.8K2026-10-20
True Link Financial Advisors, LLC
DECREASED401461-60-13%$333.3K$205.1K-$128.2K2026-10-27
apricus wealth, LLC
NEW400—+400——$204.6K—2026-10-26
Griffin Asset Management, Inc.
DECREASED400467-67-14%$337.6K$204.6K-$133.1K2026-10-22
BancFirst Trust & Investment Management
DECREASED400427-27-6%$296.6K$204.8K-$91.8K2026-10-30
Whipplewood Advisors, LLC
DECREASED400419-19-5%$302.9K$204.6K-$98.4K2026-10-20
AK Global Asset Management, LLC
UNCHANGED40040000%$289.2K$204.6K-$84.6K2026-10-27
Zeit Capital LLC
UNCHANGED40040000%$289.2K$204.6K-$84.6K2026-10-19
Groesbeck Investment Management Corp
UNCHANGED40040000%$289.0K$205.0K-$84.0K2026-10-26
BKM Wealth Management, LLC
UNCHANGED40040000%$289.2K$204.6K-$84.6K2026-10-22
Madden Securities Corp
UNCHANGED40040000%$289.2K$204.6K-$84.6K2026-10-27
Master's Wealth Management Inc.
UNCHANGED40040000%$288.8K$204.3K-$84.5K2026-10-22
PFC Capital Group, Inc.
UNCHANGED40040000%$289.0K$204.6K-$84.4K2026-11-06
Cherry Creek Investment Advisors, Inc.
UNCHANGED40040000%$289.2K$204.6K-$84.6K2026-10-14
Prodigy Asset Management LLC
UNCHANGED39939900%$288.6K$204.1K-$84.5K2026-10-28
Infinity Wealth Counsel, LLC
UNCHANGED39839800%$287.8K$203.5K-$84.2K2026-10-15
GFG Capital, LLC
DECREASED396745-349-47%$538.6K$202.5K-$336.1K2026-10-16
Highline Wealth Partners LLC
INCREASED393221+172+78%$160.0K$201.2K+$41.1K2026-10-19
Abound Wealth Management
INCREASED387381+6+2%$275.2K$197.9K-$77.3K2026-10-26
Castle Rock Wealth Management, LLC
DECREASED380391-11-3%$254.5K$201.5K-$53.0K2026-10-09
Olistico Wealth, LLC
UNCHANGED38038000%$274.7K$194.3K-$80.4K2026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED377752-375-50%$543.7K$192.8K-$350.9K2026-10-14
Syntax Research, Inc.
DECREASED367492-125-25%$355.7K$187.4K-$168.3K2026-11-04
Horizon Financial Services, LLC
DECREASED364414-50-12%$299.3K$186.1K-$113.2K2026-11-04
Markowski Investments
DECREASED359373-14-4%$269.4K$183.6K-$85.8K2026-10-30
Fortitude Family Office, LLC
INCREASED358312+46+15%$225.6K$183.1K-$42.5K2026-10-14
Rational Advisors, Inc.
INCREASED352300+52+17%$216.9K$180.0K-$36.9K2026-11-02
Armstrong Advisory Group, Inc
DECREASED350355-5-1%$256.7K$179.0K-$77.7K2026-10-09
Intelligent Financial Strategies
UNCHANGED34934900%$252.3K$178.5K-$73.9K2026-10-16
Waystone Advisors LLC
DECREASED347357-10-3%$258.1K$250.9K-$7.2K2026-10-16
Bare Financial Services, Inc
DECREASED347349-2-1%$252.3K$177.4K-$74.9K2026-11-04
Financial Consulate, Inc
INCREASED346331+15+5%$239.3K$176.9K-$62.4K2026-10-23
Wealth Analytics Partners, LLC
UNCHANGED33733700%$200.8K$172.3K-$28.4K2026-10-19
Cambridge Financial Group, LLC
UNCHANGED33733700%$243.7K$243.7K$02026-10-06
Covestor Ltd
DECREASED327339-12-4%$245.0K$167.0K-$78.0K2026-10-30
Foster Dykema Cabot & Partners, LLC
UNCHANGED32032000%$231.4K$163.6K-$67.7K2026-10-30
Ares Financial Consulting, LLC
INCREASED314300+14+5%$216.9K$160.6K-$56.3K2026-10-19
Towne Trust Company, N.a
INCREASED306175+131+75%$126.5K$156.5K+$30.0K2026-10-28
Ashurst Perkins Coie Trust Co
INCREASED297287+10+3%$207.5K$151.9K-$55.6K2026-10-15
WPG Advisers, LLC
INCREASED296271+25+9%$195.9K$151.4K-$44.6K2026-10-27
Joseph Group Capital Management
INCREASED296294+2+1%$212.6K$151.4K-$61.2K2026-11-04
William Mack & Associates, Inc.
DECREASED286438-152-35%$316.7K$146.3K-$170.4K2026-10-27
James T. Borello RIA
INCREASED281267+14+5%$193.0K$143.7K-$49.3K2026-10-16
RMG Wealth Management LLC
UNCHANGED27727700%$151.8K$105.2K-$46.6K2026-10-26
Financial Network Wealth Advisors LLC
INCREASED275202+73+36%$146.0K$140.6K-$5.4K2026-10-28
Disciplina Capital Management LLC
UNCHANGED27327300%$197.1K$139.5K-$57.5K2026-11-06
MidAtlantic Capital Management, Inc.
NEW272—+272——$139.1K—2026-11-05
Cherry Tree Wealth Management, LLC
INCREASED265264+1+0%$191.2K$135.4K-$55.8K2026-10-15
Davis Capital Management
DECREASED261306-45-15%$221.2K$133.5K-$87.8K2026-10-08
Noble Wealth Management PBC
INCREASED257254+3+1%$183.6K$131.4K-$52.2K2026-10-01
Compound Global Advisors, LLC
INCREASED25040+210+525%$28.9K$127.8K+$98.9K2026-10-20
Richardson Financial Services Inc.
DECREASED250275-25-9%$198.8K$127.8K-$71.0K2026-10-30
City Holding Co
UNCHANGED24924900%$180.0K$127.3K-$52.7K2026-10-19
Pittenger & Anderson Inc
INCREASED242212+30+14%$153.3K$123.8K-$29.5K2026-11-02
Monetary Solutions, Ltd
INCREASED237236+1+0%$170.6K$121.2K-$49.4K2026-10-22
Gables Capital Management Inc.
UNCHANGED23023000%$166.3K$117.6K-$48.7K2026-11-04
Key Capital Management, Inc
INCREASED22612+214+1783%$8.7K$115.6K+$106.9K2026-11-03
UMB Private Wealth Management, LLC
NEW224—+224——$114.6K—2026-10-19
True Wealth Design, LLC
DECREASED224231-7-3%$167.0K$114.6K-$52.5K2026-10-13
Quaker Wealth Management, LLC
UNCHANGED22022000%$159.1K$112.5K-$46.6K2026-10-22
SJS Investment Consulting Inc.
INCREASED219180+39+22%$130.1K$112.0K-$18.1K2026-10-26
First United Bank & Trust
DECREASED219226-7-3%$163.4K$112.0K-$51.4K2026-10-22
Redwood Park Advisors LLC
INCREASED2185+213+4260%$3.6K$111.5K+$107.9K2026-11-02
Smallwood Wealth Investment Management, LLC
INCREASED210203+7+3%$146.8K$107.4K-$39.4K2026-10-30
Miller Wealth Advisors, LLC
UNCHANGED20020000%$144.6K$102.3K-$42.3K2026-11-02
Triumph Capital Management
INCREASED197195+2+1%$141.3K$100.9K-$40.3K2026-10-14
Avion Wealth
DECREASED194203-9-4%$146.0K$99.0K-$47.0K2026-11-04
Ascentis Wealth Management, LLC
NEW192—+192——$98.2K—2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED1908,938-8,748-98%$6.5M$97.2K-$6.4M2026-10-29
IFS Advisors, LLC
NEW188—+188——$96.2K—2026-10-14
IMG Wealth Management, Inc.
INCREASED184183+1+1%$132.3K$94.1K-$38.2K2026-10-27
CGC Financial Services, LLC
DECREASED172192-20-10%$138.8K$88.0K-$50.9K2026-10-13
Northstar Asset Management Co
UNCHANGED16316300%$87.4K$66.7K-$20.8K2026-10-22
Next Level Wealth Planning, LLC
NEW162—+162——$82.8K—2026-10-29
Birch Financial Group, LLC
NEW155—+155——$79.1K—2026-10-27
Essential Partners LLC
DECREASED152183-31-17%$132.3K$77.7K-$54.6K2026-10-14
AXS Investments LLC
DECREASED147175-28-16%$126.5K$75.2K-$51.4K2026-11-04
Matrix Trust Co
INCREASED14077+63+82%$56.0K$72.0K+$16.0K2026-10-07
First Premier Bank
UNCHANGED13813800%$100.0K$71.0K-$29.0K2026-10-13
Valued Wealth Advisors LLC
DECREASED136190-54-28%$137.5K$69.6K-$67.8K2026-11-05
First Financial Corp
UNCHANGED13613600%$98.3K$69.5K-$28.8K2026-10-13
Banque de Luxembourg S.A.
UNCHANGED13413400%$96.9K$68.5K-$28.4K2026-10-14
Polaris Financial Partners
NEW132—+132——$67—2026-10-02
Gen-Wealth Partners Inc
INCREASED12955+74+135%$39.8K$65.8K+$26.0K2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED126110+16+15%$79.5K$64.4K-$15.1K2026-11-03
Elevation Wealth Partners, LLC
INCREASED12493+31+33%$67.2K$63.4K-$3.8K2026-10-07
Bfsg, LLC
INCREASED121100+21+21%$72.3K$61.9K-$10.4K2026-10-30
Trifecta Capital Advisors, LLC
UNCHANGED12112100%$87.5K$61.9K-$25.6K2026-10-21
Costello Asset Management, Inc
UNCHANGED12012000%$86.8K$61.4K-$25.4K2026-10-30
Clean Yield Group
UNCHANGED11611600%$83.9K$59.3K-$24.5K2026-10-28
CKW Financial Group
INCREASED115100+15+15%$65$61-$42026-10-29
Torren Management, LLC
DECREASED114116-2-2%$84.1K$58.5K-$25.6K2026-10-29
Tounjian Advisory Partners, LLC
DECREASED110121-11-9%$87.4K$56.2K-$31.1K2026-11-04
Marquette Asset Management, LLC
UNCHANGED10810800%$78.1K$55.2K-$22.9K2026-10-09
Mascoma Wealth Management LLC
UNCHANGED10810800%$78.1K$55.2K-$22.9K2026-10-23
Legacy Bridge, LLC
UNCHANGED10210200%$73.7K$52.2K-$21.6K2026-10-28
Transce3nd, LLC
DECREASED97138-41-30%$83.1K$39.7K-$43.5K2026-10-26
Proathlete Wealth Management LLC
INCREASED967+89+1271%$5.1K$49.1K+$44.0K2026-10-15
Reyes Financial Architecture, Inc.
NEW93—+93——$47.6K—2026-10-22
Glass Jacobson Investment Advisors llc
UNCHANGED939300%$67.2K$47.6K-$19.7K2026-10-26
DT Investment Partners, LLC
UNCHANGED929200%$66.5K$47.0K-$19.5K2026-10-27
Atwood & Palmer Inc
UNCHANGED909000%$65.1K$46.0K-$19.0K2026-10-08
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED868600%$62.2K$44.0K-$18.2K2026-10-28
Hurley Capital, LLC
UNCHANGED858500%$61.7K$43.7K-$18.0K2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED8452+32+62%$37.5K$43.0K+$5.5K2026-11-02
Financial Freedom, LLC
NEW83—+83——$42.5K—2026-11-06
Burk Holdings LLC
INCREASED8248+34+71%$34.7K$41.9K+$7.2K2026-11-05
Harbor Capital Advisors, Inc.
NEW77—+77——$39.0K—2026-10-22
Marshall & Sterling Wealth Advisors Inc.
DECREASED7681-5-6%$58.8K$39.1K-$19.7K2026-10-28
Alpine Bank Wealth Management
UNCHANGED707000%$50.6K$35.8K-$14.8K2026-10-16
Old Second National Bank of Aurora
UNCHANGED656500%$47.0K$33.2K-$13.8K2026-10-22
Bayforest Capital Ltd
NEW61—+61——$31.2K—2026-11-03
Aspect Partners, LLC
DECREASED6175-14-19%$54.2K$31.2K-$23.0K2026-10-20
Halbert Hargrove Global Advisors, LLC
DECREASED6166-5-8%$47.7K$31.2K-$16.5K2026-10-16
Dakota Community Bank & Trust NA
NEW60—+60——$30.7K—2026-10-09
Tompkins Financial Corp
UNCHANGED595900%$42.7K$30.2K-$12.5K2026-10-05
United Financial Planning Group LLC
UNCHANGED585800%$41.9K$29.7K-$12.3K2026-11-04
Coston, McIsaac & Partners
UNCHANGED585800%$41$29.7K+$29.6K2026-11-06
Accordant Advisory Group Inc
UNCHANGED565600%$40.5K$28.6K-$11.9K2026-10-29
Clark Wealth Partners
INCREASED5446+8+17%$33.3K$27.6K-$5.6K2026-10-19
Piscataqua Savings Bank
UNCHANGED535300%$38.3K$27.1K-$11.2K2026-10-21
Acumen Wealth Advisors, LLC
NEW51—+51——$26.1K—2026-11-05
Planning Strategies Inc.
INCREASED5147+4+9%$34.0K$26.1K-$7.9K2026-10-02
NorthAvenue LLC
DECREASED5061-11-18%$44.4K$25.6K-$18.8K2026-10-29
Holos Integrated Wealth LLC
UNCHANGED505000%$27.7K$20.7K-$7.1K2026-10-23
Signature Resources Capital Management, LLC
DECREASED4962-13-21%$44.8K$25.1K-$19.8K2026-10-16
Fairway Wealth LLC
INCREASED4742+5+12%$30.4K$24.0K-$6.3K2026-10-30
Ameliora Wealth Management Ltd.
NEW45—+45——$23.0K—2026-10-23
10Elms LLP
UNCHANGED454500%$32.5K$23.0K-$9.5K2026-11-06
Comprehensive Financial Planning, Inc.
UNCHANGED454500%$32.5K$23.0K-$9.5K2026-10-27
Kingdom Financial Group Llc.
INCREASED4434+10+29%$24.6K$22.6K-$2.1K2026-11-04
Downshift Financial, LLC
INCREASED4340+3+8%$28.9K$22.0K-$6.9K2026-10-13
Hager Investment Management Services, LLC
DECREASED42600-558-93%$433.8K$21.5K-$412.3K2026-11-04
PFS Partners, LLC
INCREASED424+38+950%$2.9K$21.5K+$18.6K2026-10-21
Glynn Capital Management LLC
DECREASED4250-8-16%$36.2K$21.5K-$14.7K2026-10-07
Wormser Freres Gestion
DECREASED4044-4-9%$31.8K$20.5K-$11.4K2026-10-21
American Capital Advisory, LLC
DECREASED3846-8-17%$33.3K$19.4K-$13.8K2026-10-28
Entrust Financial LLC
INCREASED3623+13+57%$16.6K$18.4K+$1.8K2026-11-04
Main Street Group, LTD
INCREASED3634+2+6%$24.6K$18.4K-$6.2K2026-10-28
Bank & Trust Co
NEW35—+35——$17.9K—2026-10-07
Security National Bank
INCREASED3432+2+6%$23.1K$17.4K-$5.7K2026-10-26
KFG LLC
NEW33—+33——$16.9K—2026-11-02
Cornerstone National Bank & Trust Co
NEW32—+32——$16.9K—2026-10-20
MJT & Associates Financial Advisory Group, Inc.
DECREASED3243-11-26%$31.1K$16.4K-$14.7K2026-10-07
StrongBox Wealth, LLC
DECREASED3148-17-35%$34.7K$15.9K-$18.9K2026-11-02
Phillip James Consulting Co.
UNCHANGED313100%$22.4K$15.9K-$6.6K2026-11-03
Canton Hathaway, LLC
NEW29—+29——$14.8K—2026-10-23
Hickory Point Bank & Trust
UNCHANGED282800%$20.2K$14.3K-$5.9K2026-10-01
Investment Research & Advisory Group, Inc.
UNCHANGED282800%$36.9K$26.1K-$10.8K2026-10-19
LFA - Lugano Financial Advisors SA
UNCHANGED282800%$20.2K$14.3K-$5.9K2026-11-03
Roxbury Financial LLC
UNCHANGED282800%$20.2K$14.3K-$5.9K2026-10-01
DeDora Capital, Inc.
NEW27—+27——$13.8K—2026-10-26
Strategic Advocates LLC
INCREASED272+25+1250%$1.4K$13.8K+$12.4K2026-11-03
Align Financial, LLC
INCREASED2720+7+35%$14.5K$13.8K-$6532026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED272700%$19.5K$13.8K-$5.7K2026-10-23
Carolina Wealth Advisors, LLC
UNCHANGED252500%$18.1K$12.8K-$5.3K2026-10-23
Activest Wealth Management
DECREASED2450-26-52%$36.2K$12.3K-$23.9K2026-10-15
Winch Advisory Services, LLC
UNCHANGED232300%$16.5K$11.7K-$4.8K2026-11-06
Kings Path Partners LLC
NEW22—+22——$11.3K—2026-10-21
Three Bridge Wealth Advisors, LLC
NEW21—+21——$10.7K—2026-11-05
New England Capital Financial Advisors LLC
DECREASED2124-3-12%$17.0K$10.5K-$6.5K2026-11-03
Kozak & Associates, Inc.
UNCHANGED202000%$13.0K$8.3K-$4.7K2026-10-29
180 GPS Investments IC Ltd
NEW18—+18——$9.2K—2026-11-06
Putney Financial Group LLC
NEW15—+15——$7.7K—2026-10-30
Barrett & Company, Inc.
NEW15—+15——$7.7K—2026-10-22
Navigoe, LLC
UNCHANGED151500%$10$7-$32026-11-04
WestEnd Advisors, LLC
UNCHANGED141400%$10.1K$7.2K-$3.0K2026-10-27
Fairman Group, LLC
UNCHANGED141400%$10.1K$7.2K-$3.0K2026-10-26
Maseco LLP
NEW13—+13——$6.7K—2026-10-27
PayPay Securities Corp
DECREASED1320-7-35%$14.5K$6.6K-$7.8K2026-10-27
Trust Co
UNCHANGED131300%$9.4K$6.6K-$2.8K2026-10-09
Birchwood Financial Partners, Inc.
NEW12—+12——$6.1K—2026-11-02
Gladstone Capital Management LLP
DECREASED104,360-4,350-100%$3.2M$5.1K-$3.1M2026-11-06
Advocate Investing Services LLC
UNCHANGED101000%$7.2K$5.1K-$2.1K2026-10-26
GoalVest Advisory LLC
DECREASED810-2-20%$7.2K$4.1K-$3.1K2026-10-02
William B. Walkup & Associates, Inc.
UNCHANGED7700%$5.1K$3.6K-$1.5K2026-11-05
Louisbourg Investments Inc.
DECREASED510-5-50%$7.2K$2.6K-$4.7K2026-10-20
POM Investment Strategies, LLC
DECREASED58-3-37%$5.8K$2.6K-$3.2K2026-10-20
Sunrise Financial Services, LLC
UNCHANGED5500%$3.6K$2.6K-$1.1K2026-10-21
Lloyd Advisory Services, Llc.
UNCHANGED4400%$2.9K$2.1K-$8212026-11-02
3 Factor Indexing, LLC
UNCHANGED3300%$2.2K$1.5K-$6342026-10-15
Breakwater Investment Management
UNCHANGED3300%$2.2K$1.5K-$6342026-10-20
RHL Group, LLC
UNCHANGED3300%$2.2K$1.5K-$6352026-11-04
Nvest Wealth Strategies, Inc.
INCREASED21+1+100%$723$1.0K+$3012026-10-14
Maryland Capital Advisors Inc.
DECREASED12-1-50%$1.4K$512-$9342026-10-15
Egerton Capital (UK) LLP
CLOSED0521,065-521,065-100%$376.7M$0-$376.7M2026-10-20
WT Asset Management Ltd
CLOSED0371,798-371,798-100%$268.8M$0-$268.8M2026-10-28
Diversified Trust Co
CLOSED037,277-37,277-100%$27.0M$0-$27.0M2026-11-06
Simplex Trading, LLC
CLOSED032,303-32,303-100%$23.4M$0-$23.4M2026-11-04
Imc-Chicago, LLC
CLOSED031,530-31,530-100%$22.8M$0-$22.8M2026-11-05
Gunderson Capital Management LLC
CLOSED024,570-24,570-100%$17.8M$0-$17.8M2026-10-15
Geneva Partners, LLC
CLOSED016,410-16,410-100%$11.9M$0-$11.9M2026-10-26
Agur Provident & Training Funds Management LTD
CLOSED016,100-16,100-100%$109.5K$0-$109.5K2026-11-02
Ariose Capital Management Ltd
CLOSED014,200-14,200-100%$10.3M$0-$10.3M2026-11-02
Dara Capital US, Inc.
CLOSED012,040-12,040-100%$8.7M$0-$8.7M2026-10-29
RFG Advisory, LLC
CLOSED010,297-10,297-100%$7.4M$0-$7.4M2026-11-03
Atlatl Advisers LLC
CLOSED09,365-9,365-100%$6.8M$0-$6.8M2026-10-22
Hartline Investment Corp/
CLOSED08,385-8,385-100%$6.1M$0-$6.1M2026-10-29
WIN Advisors, Inc
CLOSED05,653-5,653-100%$4.1M$0-$4.1M2026-11-06
GenTrust, LLC
CLOSED05,409-5,409-100%$3.9M$0-$3.9M2026-11-06
Eulav Asset Management
CLOSED04,927-4,927-100%$3.6M$0-$3.6M2026-10-23
Nippon Life Global Investors Americas, Inc.
CLOSED03,930-3,930-100%$2.8M$0-$2.8M2026-10-29
CFC Planning Co LLC
CLOSED03,825-3,825-100%$2.8M$0-$2.8M2026-10-28
Aspiriant, LLC
CLOSED03,319-3,319-100%$2.4M$0-$2.4M2026-10-16
Capstone Capital Management Ltd
CLOSED03,064-3,064-100%$2.2M$0-$2.2M2026-10-21
Milestone Asset Management, LLC
CLOSED02,849-2,849-100%$2.1M$0-$2.1M2026-10-15
REX Advisers, LLC
CLOSED02,800-2,800-100%$2.0M$0-$2.0M2026-10-08
Capstone Wealth Management Group, LLC
CLOSED02,214-2,214-100%$1.6M$0-$1.6M2026-11-05
Absolute Capital Management, LLC
CLOSED02,025-2,025-100%$1.5M$0-$1.5M2026-10-16
Johnson Financial Group, LLC
CLOSED01,595-1,595-100%$1.2M$0-$1.2M2026-11-03
Iams Wealth Management, LLC
CLOSED01,550-1,550-100%$1.1M$0-$1.1M2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED01,496-1,496-100%$1.1M$0-$1.1M2026-10-27
TT International Asset Management LTD
CLOSED01,467-1,467-100%$954.9K$0-$954.9K2026-10-30
Huntleigh Advisors, Inc.
CLOSED01,300-1,300-100%$939.9K$0-$939.9K2026-11-03
Cynosure Group, LLC
CLOSED01,275-1,275-100%$921.8K$0-$921.8K2026-11-03
Brick & Kyle, Associates
CLOSED01,212-1,212-100%$414.1K$0-$414.1K2026-11-05
Poehling Capital Management, Inc.
CLOSED01,150-1,150-100%$831.5K$0-$831.5K2026-10-20
Alpha Wealth Funds, LLC
CLOSED01,034-1,034-100%$749.6K$0-$749.6K2026-11-05
One Wealth Capital Management, LLC
CLOSED01,031-1,031-100%$745.4K$0-$745.4K2026-10-23
Sanchez Wealth Management Group
CLOSED01,020-1,020-100%$737.5K$0-$737.5K2026-11-02
Larry Mathis Financial Planning, LLC
CLOSED01,009-1,009-100%$729.5K$0-$729.5K2026-10-26
Mindset Wealth Management, LLC
CLOSED0925-925-100%$668.8K$0-$668.8K2026-10-19
Sepio Capital, LP
CLOSED0838-838-100%$605.9K$0-$605.9K2026-10-22
WealthBridge Capital Management, LLC
CLOSED0831-831-100%$600.9K$0-$600.9K2026-10-16
Balentine LLC
CLOSED0818-818-100%$591.4K$0-$591.4K2026-11-03
Chung Wu Investment Group, LLC
CLOSED0800-800-100%$578.4K$0-$578.4K2026-11-03
Advisor Resource Council
CLOSED0706-706-100%$418.5K$0-$418.5K2026-11-05
Simplify Asset Management Inc.
CLOSED0691-691-100%$499.6K$0-$499.6K2026-10-27
Meridian Investment Counsel Inc.
CLOSED0684-684-100%$494.5K$0-$494.5K2026-10-14
A4 Wealth Advisors LLC
CLOSED0683-683-100%$493.8K$0-$493.8K2026-10-20
Trace Wealth Advisors, LLC
CLOSED0653-653-100%$472.1K$0-$472.1K2026-10-30
Enclave Advisors LLC
CLOSED0649-649-100%$469.4K$0-$469.4K2026-10-14
Axiom Investment Management LLC
CLOSED0612-612-100%$442.5K$0-$442.5K2026-11-03
CogentBlue Wealth Advisors, LLC
CLOSED0606-606-100%$438.1K$0-$438.1K2026-10-09
Tannin Capital LLC
CLOSED0604-604-100%$436.7K$0-$436.7K2026-11-05
Vestor Capital, LLC
CLOSED0600-600-100%$84$0-$842026-11-04
Curbstone Financial Management Corp
CLOSED0600-600-100%$433.8K$0-$433.8K2026-10-21
Rasp Wealth Solutions, LLC
CLOSED0550-550-100%$397.8K$0-$397.8K2026-11-06
Austin Asset Management Co Inc
CLOSED0547-547-100%$395.5K$0-$395.5K2026-10-29
Sunbeam Capital Management, LLC
CLOSED0508-508-100%$367.1K$0-$367.1K2026-11-05
Meadow Creek Wealth Advisors LLC
CLOSED0504-504-100%$364.4K$0-$364.4K2026-11-02
Dana Investment Advisors, Inc.
CLOSED0502-502-100%$362.9K$0-$362.9K2026-11-06
Chiron Capital Management, LLC
CLOSED0500-500-100%$361.5K$0-$361.5K2026-10-15
Tilia Fiduciary Partners, Inc.
CLOSED0491-491-100%$355.0K$0-$355.0K2026-10-09
VCI Wealth Management LLC
CLOSED0490-490-100%$354.3K$0-$354.3K2026-10-29
Smith Chas P & Associates PA Cpas
CLOSED0478-478-100%$345.9K$0-$345.9K2026-10-22
Advisortrust Partners, LLC
CLOSED0476-476-100%$344.1K$0-$344.1K2026-11-02
Odyssey Capital Advisors, Inc.
CLOSED0462-462-100%$334.1K$0-$334.1K2026-10-26
Gilman Hill Asset Management, LLC
CLOSED0450-450-100%$325.4K$0-$325.4K2026-10-13
Corepath Wealth Partners LLC
CLOSED0445-445-100%$253.9K$0-$253.9K2026-10-21
Renasant Bank
CLOSED0444-444-100%$321.0K$0-$321.0K2026-11-05
IronBridge Private Wealth, LLC
CLOSED0418-418-100%$302.2K$0-$302.2K2026-11-03
Walleye Partners, LLC
CLOSED0410-410-100%$296.2K$0-$296.2K2026-10-13
Raab & Moskowitz Asset Management LLC
CLOSED0409-409-100%$295.8K$0-$295.8K2026-11-02
Equita Financial Network, Inc.
CLOSED0402-402-100%$290.8K$0-$290.8K2026-10-19
Seamount Financial Group Inc
CLOSED0392-392-100%$283.1K$0-$283.1K2026-10-21
Warburton Capital Management, LLC
CLOSED0391-391-100%$282.0K$0-$282.0K2026-11-06
Gerber, LLC
CLOSED0390-390-100%$282.0K$0-$282.0K2026-10-21
Prosperity Planning, Inc.
CLOSED0389-389-100%$281.2K$0-$281.2K2026-10-09
Heritage Investment Group, Inc.
CLOSED0388-388-100%$280.9K$0-$280.9K2026-11-03
Marino, Stram & Associates LLC
CLOSED0387-387-100%$279.8K$0-$279.8K2026-10-22
Nicholas Wealth, Llc.
CLOSED0386-386-100%$279.1K$0-$279.1K2026-10-26
Brian LOW Financial Group, LLC
CLOSED0386-386-100%$279.1K$0-$279.1K2026-10-28
Primoris Wealth Advisors, LLC
CLOSED0386-386-100%$279.1K$0-$279.1K2026-10-28
Elmwood Wealth Management, Inc.
CLOSED0383-383-100%$276.9K$0-$276.9K2026-10-14
Excalibur Management Corp
CLOSED0383-383-100%$276.9K$0-$276.9K2026-11-02
Luminvest Wealth Management LLC
CLOSED0382-382-100%$276.2K$0-$276.2K2026-10-14
Prosperity Financial Group, Inc.
CLOSED0381-381-100%$275.7K$0-$275.7K2026-10-29
LifeGoal Investments, LLC
CLOSED0380-380-100%$274.7K$0-$274.7K2026-10-09
Avalon Capital Management
CLOSED0380-380-100%$274.7K$0-$274.7K2026-11-04
Syntegra Private Wealth Group, LLC
CLOSED0379-379-100%$274.0K$0-$274.0K2026-10-13
Center for Wealth Management Advisory
CLOSED0377-377-100%$272.6K$0-$272.6K2026-10-23
Norway Savings Bank
CLOSED0376-376-100%$271.8K$0-$271.8K2026-10-20
Richmond Investment Services, LLC
CLOSED0374-374-100%$270.2K$0-$270.2K2026-10-29
Hoge Financial Services, LLC
CLOSED0371-371-100%$268.0K$0-$268.0K2026-11-05
Veltria Advisors Corp.
CLOSED0366-366-100%$264.6K$0-$264.6K2026-11-05
WT Wealth Management
CLOSED0366-366-100%$264.6K$0-$264.6K2026-10-13
Valley Brook Capital Group, Inc.
CLOSED0365-365-100%$263.9K$0-$263.9K2026-10-26
Nolet Wealth Management, LLC
CLOSED0364-364-100%$263.2K$0-$263.2K2026-10-15
Haven Capital Group, Inc.
CLOSED0360-360-100%$260.3K$0-$260.3K2026-10-13
Keyes, Stange & Wooten Wealth Management, LLC
CLOSED0357-357-100%$258.1K$0-$258.1K2026-11-03
Factor Wealth Management LTD
CLOSED0357-357-100%$258.1K$0-$258.1K2026-10-08
Richwood Investment Advisors, LLC
CLOSED0355-355-100%$256.7K$0-$256.7K2026-10-30
Riverbend Wealth Management, LLC
CLOSED0352-352-100%$254.5K$0-$254.5K2026-10-15
Zinnia Wealth Advisory, LLC
CLOSED0350-350-100%$253.1K$0-$253.1K2026-11-06
WealthCare Asset Management, LLC
CLOSED0350-350-100%$253.1K$0-$253.1K2026-10-26
Boltwood Capital Management
CLOSED0350-350-100%$253.1K$0-$253.1K2026-10-02
Paulson Wealth Management Inc.
CLOSED0349-349-100%$252.3K$0-$252.3K2026-11-02
Cassia Capital Partners, LLC
CLOSED0349-349-100%$252.3K$0-$252.3K2026-11-04
Manske Wealth Management
CLOSED0349-349-100%$252.3K$0-$252.3K2026-10-26
Firethorn Wealth Partners, LLC
CLOSED0347-347-100%$250.9K$0-$250.9K2026-10-14
NWF Advisory Services Inc.
CLOSED0345-345-100%$249.4K$0-$249.4K2026-10-19
Avid Wealth Partners LLC
CLOSED0345-345-100%$249.4K$0-$249.4K2026-11-03
DecisionMap Wealth Management, LLC
CLOSED0344-344-100%$248.7K$0-$248.7K2026-10-29
Bernardo Wealth Planning LLC
CLOSED0343-343-100%$248.0K$0-$248.0K2026-10-23
Walled Lake Planning & Wealth Management, LLC
CLOSED0343-343-100%$248.0K$0-$248.0K2026-10-29
Apollon Financial, LLC
CLOSED0342-342-100%$247.3K$0-$247.3K2026-10-23
Harrington Investments, Inc
CLOSED0340-340-100%$245.8K$0-$245.8K2026-10-14
Demars Financial Group, LLC
CLOSED0340-340-100%$245.8K$0-$245.8K2026-10-22
Cypress Capital, LLC
CLOSED0340-340-100%$245.8K$0-$245.8K2026-10-20
Smith Partners Wealth Management, LLC
CLOSED0337-337-100%$243.7K$0-$243.7K2026-11-05
Strata Wealth Advisors, LLC
CLOSED0337-337-100%$243.7K$0-$243.7K2026-10-16
Arbor Investment Advisors, LLC
CLOSED0336-336-100%$242.9K$0-$242.9K2026-10-26
Avail Investment Partners, LLC
CLOSED0335-335-100%$242.2K$0-$242.2K2026-10-16
Heritage Investors Management Corp
CLOSED0335-335-100%$242.0K$0-$242.0K2026-10-29
Councilor Wealth, LLC
CLOSED0334-334-100%$241.5K$0-$241.5K2026-10-09
Vilga Financial Planning LLC
CLOSED0333-333-100%$240.8K$0-$240.8K2026-10-09
Security Financial Services, Inc.
CLOSED0333-333-100%$240.4K$0-$240.4K2026-10-29
Violich Capital Management, Inc.
CLOSED0332-332-100%$240.0K$0-$240.0K2026-10-05
Beacon Capital Management, LLC
CLOSED0331-331-100%$239.5K$0-$239.5K2026-10-23
TMB Capital Partners, LLC
CLOSED0330-330-100%$238.6K$0-$238.6K2026-10-20
Miramontes Capital, LLC
CLOSED0329-329-100%$237.9K$0-$237.9K2026-10-19
Element Pointe Advisors, LLC
CLOSED0328-328-100%$237.1K$0-$237.1K2026-10-21
Carson Advisory Inc.
CLOSED0327-327-100%$236.4K$0-$236.4K2026-11-06
Sloy Dahl & Holst, LLC
CLOSED0325-325-100%$235.0K$0-$235.0K2026-10-14
First Growth Capital LLC
CLOSED0325-325-100%$235.0K$0-$235.0K2026-10-15
World Equity Group, Inc.
CLOSED0324-324-100%$234.3K$0-$234.3K2026-10-14
Riverwater Partners LLC
CLOSED0323-323-100%$233.5K$0-$233.5K2026-11-03
Finer Wealth Management, Inc.
CLOSED0321-321-100%$232.1K$0-$232.1K2026-10-16
Able Wealth Management LLC
CLOSED0320-320-100%$212.6K$0-$212.6K2026-10-13
Wendell David Associates Inc
CLOSED0319-319-100%$231.0K$0-$231.0K2026-10-27
RiverTree Advisors, LLC
CLOSED0317-317-100%$229.2K$0-$229.2K2026-10-13
RFG Holdings, Inc.
CLOSED0316-316-100%$228.6K$0-$228.6K2026-10-30
McElhenny Sheffield Capital Management, LLC
CLOSED0316-316-100%$228.5K$0-$228.5K2026-11-06
Folger Nolan Fleming Douglas Capital Management, Inc
CLOSED0315-315-100%$227.7K$0-$227.7K2026-10-13
Detalus Advisors, LLC
CLOSED0315-315-100%$227.6K$0-$227.6K2026-10-15
Washburn Capital Management, Inc.
CLOSED0315-315-100%$227.7K$0-$227.7K2026-10-19
Acorn Creek Capital LLC
CLOSED0314-314-100%$226.8K$0-$226.8K2026-11-05
Intergy Private Wealth, LLC
CLOSED0314-314-100%$227.0K$0-$227.0K2026-10-16
KOM Wealth Management Group, LLC
CLOSED0313-313-100%$226.1K$0-$226.1K2026-10-15
Integras Partners LLC
CLOSED0313-313-100%$226.3K$0-$226.3K2026-10-30
Family Office Research LLC
CLOSED0312-312-100%$225.5K$0-$225.5K2026-10-14
Sapient Capital LLC
CLOSED0310-310-100%$224.1K$0-$224.1K2026-10-08
Challenger Wealth Management
CLOSED0309-309-100%$223.4K$0-$223.4K2026-10-30
Harvey Investment Co LLC
CLOSED0309-309-100%$223.0K$0-$223.0K2026-10-20
Trueblood Wealth Management, LLC
CLOSED0308-308-100%$222.3K$0-$222.3K2026-10-23
SwitchPoint Financial Planning, LLC
CLOSED0308-308-100%$222.7K$0-$222.7K2026-11-02
Woodley Farra Manion Portfolio Management Inc
CLOSED0308-308-100%$222.7K$0-$222.7K2026-11-05
Capstone Capital LLC
CLOSED0306-306-100%$221.2K$0-$221.2K2026-10-14
Defined Wealth Management, LLC
CLOSED0305-305-100%$220.5K$0-$220.5K2026-10-19
BigSur Wealth Management LLC
CLOSED0303-303-100%$219.1K$0-$219.1K2026-10-13
Aljian Capital Management, LLC
CLOSED0302-302-100%$218.1K$0-$218.1K2026-10-28
Daviman Financial, LLC
CLOSED0302-302-100%$218.4K$0-$218.4K2026-11-06
Lutz Financial Services LLC
CLOSED0301-301-100%$217.6K$0-$217.6K2026-11-06
Aldebaran Financial Inc.
CLOSED0300-300-100%$216.9K$0-$216.9K2026-11-06
Clearwater Capital Advisors, LLC
CLOSED0300-300-100%$216.9K$0-$216.9K2026-11-06
KRS Capital Management, LLC
CLOSED0300-300-100%$216.9K$0-$216.9K2026-10-16
Clarus Group, Inc.
CLOSED0300-300-100%$216.9K$0-$216.9K2026-10-21
Saxony Capital Management, LLC
CLOSED0300-300-100%$216.8K$0-$216.8K2026-10-15
Summit Asset Management, LLC
CLOSED0299-299-100%$216.2K$0-$216.2K2026-11-05
JDH Wealth Management, LLC
CLOSED0295-295-100%$213.3K$0-$213.3K2026-10-20
Allegheny Financial Group
CLOSED0294-294-100%$212.9K$0-$212.9K2026-11-05
O'Connor Financial Group LLC
CLOSED0294-294-100%$212.6K$0-$212.6K2026-10-26
Leeward Financial Partners, LLC
CLOSED0293-293-100%$211.8K$0-$211.8K2026-10-23
Parr Mcknight Wealth Management Group, LLC
CLOSED0292-292-100%$211.1K$0-$211.1K2026-10-30
MBA Advisors LLC
CLOSED0290-290-100%$209.7K$0-$209.7K2026-10-29
High Probability Advisors, LLC
CLOSED0289-289-100%$208.9K$0-$208.9K2026-10-19
Opulen Financial Group LLC
CLOSED0289-289-100%$208.9K$0-$208.9K2026-10-22
Valued Retirements, Inc.
CLOSED0289-289-100%$208.9K$0-$208.9K2026-11-06
Schneider Downs Wealth Management Advisors, LP
CLOSED0286-286-100%$206.8K$0-$206.8K2026-10-27
Baldwin Wealth Partners LLC
CLOSED0286-286-100%$206.8K$0-$206.8K2026-10-13
WestHill Financial Advisors, Inc.
CLOSED0285-285-100%$205.9K$0-$205.9K2026-10-14
Lodestar Private Asset Management LLC
CLOSED0285-285-100%$206.1K$0-$206.1K2026-10-26
Baron Wealth Management LLC
CLOSED0284-284-100%$205.5K$0-$205.5K2026-10-27
Towercrest Capital Management
CLOSED0282-282-100%$203.9K$0-$203.9K2026-10-23
Alliance Wealth Management Group
CLOSED0282-282-100%$203.9K$0-$203.9K2026-10-29
MBE Wealth Management, LLC
CLOSED0282-282-100%$204.2K$0-$204.2K2026-10-26
Town Capital LLC
CLOSED0282-282-100%$203.9K$0-$203.9K2026-11-03
Financial Planning Hawaii, Inc.
CLOSED0281-281-100%$203.2K$0-$203.2K2026-10-13
Peterson Wealth Advisors, LLC
CLOSED0281-281-100%$202.9K$0-$202.9K2026-10-08
Kelly Financial Group LLC
CLOSED0281-281-100%$203.2K$0-$203.2K2026-10-16
Kercheville Advisors, LLC
CLOSED0280-280-100%$202.4K$0-$202.4K2026-10-19
J. Derek Lewis & Associates Inc.
CLOSED0279-279-100%$201.8K$0-$201.8K2026-11-03
Solidarity Wealth, LLC
CLOSED0279-279-100%$201.7K$0-$201.7K2026-10-15
Collaborative Capital Advisors LLC
CLOSED0279-279-100%$201.7K$0-$201.7K2026-11-06
Burns Matteson Capital Management, LLC
CLOSED0278-278-100%$201.0K$0-$201.0K2026-10-16
Tsfg, LLC
CLOSED0180-180-100%$130.0K$0-$130.0K2026-10-23
Kelleher Financial Advisors
CLOSED0173-173-100%$125.1K$0-$125.1K2026-10-30
Obsidian CIO, LLC
CLOSED0161-161-100%$116.5K$0-$116.5K2026-11-05
Stone House Investment Management, LLC
CLOSED0159-159-100%$114.6K$0-$114.6K2026-10-23
Evolution Wealth Management Inc.
CLOSED044-44-100%$32.0K$0-$32.0K2026-10-28
Robinswood Financial LLC
CLOSED040-40-100%$29.6K$0-$29.6K2026-10-20
Vermillion Wealth Management, Inc.
CLOSED013-13-100%$9.5K$0-$9.5K2026-10-26
Decker Retirement Planning Inc.
CLOSED05-5-100%$3.6K$0-$3.6K2026-10-19
Tower Trust & Investment Co
CLOSED03-3-100%$2.2K$0-$2.2K2026-10-28
Sims Investment Management, LLC
CLOSED01-1-100%$723$0-$7232026-10-13
Evolution Advisers, Inc.
CLOSED000—$0$0$02026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED000—$731.7K$517.5K-$214.2K2026-10-29
BlackRock, Inc.
N/A—80,212,518-80,212,518-100%$58.0B———
Vanguard Capital Management LLC
N/A—51,848,358-51,848,358-100%$37.5B———
State Street Corp
N/A—38,240,019-38,240,019-100%$27.6B———
Invesco Ltd.
N/A—28,265,844-28,265,844-100%$20.4B———
Capital Research Global Investors
N/A—22,159,097-22,159,097-100%$16.0B———
Vanguard Portfolio Management LLC
N/A—18,553,307-18,553,307-100%$13.4B———
JPMorgan Chase & Co
N/A—13,886,053-13,886,053-100%$9.6B———
Morgan Stanley
N/A—13,523,832-13,523,832-100%$9.8B———
Price T Rowe Associates Inc
N/A—12,627,555-12,627,555-100%$9.1B———
Norges Bank
N/A—11,305,788-11,305,788-100%$8.2B———
UBS Asset Management Americas LLC
N/A—9,412,435-9,412,435-100%$6.8B———
FMR LLC
N/A—9,274,335-9,274,335-100%$6.7B———
Goldman Sachs Group Inc
N/A—8,904,389-8,904,389-100%$6.4B———
Northern Trust Corp
N/A—8,867,150-8,867,150-100%$6.4B———
Van Eck Associates Corp
N/A—7,713,599-7,713,599-100%$5.6B———
Bank of America Corp
N/A—7,265,371-7,265,371-100%$5.3B———
Ameriprise Financial Inc
N/A—6,397,369-6,397,369-100%$4.6B———
Nuveen, LLC
N/A—6,112,926-6,112,926-100%$4.4B———
Legal & General Group Plc
N/A—6,091,952-6,091,952-100%$4.4B———
Alliancebernstein L.P.
N/A—5,426,770-5,426,770-100%$1.9B———
Charles Schwab Investment Management Inc
N/A—4,969,702-4,969,702-100%$3.6B———
Vanguard Fiduciary Trust Co
N/A—4,560,642-4,560,642-100%$3.3B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—4,269,862-4,269,862-100%$3.1B———
Coatue Management LLC
N/A—4,213,483-4,213,483-100%$3.0B———
UBS Group AG
N/A—3,718,754-3,718,754-100%$2.7B———
Franklin Resources Inc
N/A—3,368,605-3,368,605-100%$2.4B———
American Century Companies Inc
N/A—3,004,203-3,004,203-100%$2.2B———
SG Americas Securities, LLC
N/A—2,767,054-2,767,054-100%$2.0B———
Capital World Investors
N/A—2,683,846-2,683,846-100%$1.9B———
Boston Partners
N/A—2,636,446-2,636,446-100%$1.9B———
First Trust Advisors LP
N/A—2,462,125-2,462,125-100%$1.8B———
Swiss National Bank
N/A—2,238,380-2,238,380-100%$1.6B———
Canada Pension Plan Investment Board
N/A—2,234,458-2,234,458-100%$1.6B———
HSBC Holdings PLC
N/A—2,151,066-2,151,066-100%$1.6B———
California Public Employees Retirement System
N/A—2,139,430-2,139,430-100%$1.5B———
Royal Bank of Canada
N/A—2,121,717-2,121,717-100%$1.5B———
Jupiter Topco LLC
N/A—2,091,340-2,091,340-100%$1.5B———
Wells Fargo & Company
N/A—2,080,426-2,080,426-100%$1.5B———
Nordea Investment Management AB
N/A—1,999,444-1,999,444-100%$1.5B———
Acadian Asset Management LLC
N/A—1,972,046-1,972,046-100%$1.4B———
Allianz Asset Management GmbH
N/A—1,971,329-1,971,329-100%$1.4B———
National Pension Service
N/A—1,962,051-1,962,051-100%$1.4B———
Rafferty Asset Management, LLC
N/A—1,931,172-1,931,172-100%$1.4B———
Capital International Investors
N/A—1,898,077-1,898,077-100%$1.4B———
BNP Paribas Asset Management Holding S.A.
N/A—1,807,675-1,807,675-100%$1.3B———
Vanguard Global Advisers, LLC
N/A—1,715,723-1,715,723-100%$1.2B———
BNP Paribas Financial Markets
N/A—1,682,457-1,682,457-100%$1.2B———
Tiger Global Management LLC
N/A—1,632,210-1,632,210-100%$1.2B———
Voya Investment Management LLC
N/A—1,630,815-1,630,815-100%$1.2B———
Victory Capital Management Inc
N/A—1,569,763-1,569,763-100%$1.1B———
Vanguard Asset Management, Ltd
N/A—1,547,641-1,547,641-100%$1.1B———
Massachusetts Financial Services Co
N/A—1,522,200-1,522,200-100%$1.1B———
Alkeon Capital Management LLC
N/A—1,504,800-1,504,800-100%$1.1B———
Bessemer Group Inc
N/A—1,495,970-1,495,970-100%$1.1B———
Rhumbline Advisers
N/A—1,419,788-1,419,788-100%$1.0B———
Raymond James Financial Inc
N/A—1,343,194-1,343,194-100%$971.1M———
Nomura Asset Management Co LTD
N/A—1,269,847-1,269,847-100%$918.1M———
Canada Life Assurance Co
N/A—1,265,620-1,265,620-100%$913.7M———
First Manhattan Co. Llc.
N/A—1,240,454-1,240,454-100%$896.8M———
Caisse de Depot ET Placement DU Quebec
N/A—1,224,807-1,224,807-100%$885.5M———
Lone Pine Capital LLC
N/A—1,207,737-1,207,737-100%$873.2M———
California State Teachers Retirement System
N/A—1,203,586-1,203,586-100%$870.2M———
Neuberger Berman Group LLC
N/A—1,171,023-1,171,023-100%$844.2M———
Bank of Nova Scotia
N/A—1,106,526-1,106,526-100%$800.0M———
Citadel Advisors LLC
N/A—1,080,951-1,080,951-100%$781.5M———
Wellington Management Group LLP
N/A—1,061,899-1,061,899-100%$767.8M———
Bank of Montreal
N/A—1,059,621-1,059,621-100%$766.1M———
Primecap Management Co
N/A—1,042,926-1,042,926-100%$754.0M———
Squarepoint Ops LLC
N/A—1,037,833-1,037,833-100%$750.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,030,429-1,030,429-100%$745.0M———
Natixis Advisors, LLC
N/A—990,105-990,105-100%$715.8M———
Envestnet Asset Management Inc
N/A—987,556-987,556-100%$714.0M———
Ensign Peak Advisors, Inc
N/A—930,145-930,145-100%$672.5M———
Prudential Financial Inc
N/A—912,379-912,379-100%$659.7M———
Manufacturers Life Insurance Company, the
N/A—910,031-910,031-100%$657.9M———
Employees Provident Fund Board
N/A—878,803-878,803-100%$635.4M———
TD Asset Management Inc
N/A—877,158-877,158-100%$634.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—874,439-874,439-100%$625.9M———
Menora Mivtachim Holdings Ltd.
N/A—874,054-874,054-100%$631.9M———
Aviva PLC
N/A—850,706-850,706-100%$615.1M———
New York State Common Retirement Fund
N/A—847,919-847,919-100%$613.0M———
AQR Capital Management LLC
N/A—818,832-818,832-100%$592.0M———
ING Groep NV
N/A—752,018-752,018-100%$543.7M———
Credit Agricole S A
N/A—735,946-735,946-100%$532.1M———
APG Asset Management N.V.
N/A—695,240-695,240-100%$439.7M———
Stifel Financial Corp
N/A—688,877-688,877-100%$498.1M———
State Board of Administration of Florida Retirement System
N/A—682,788-682,788-100%$493.7M———
Brown Brothers Harriman & Co
N/A—667,312-667,312-100%$482.5M———
Mariner, LLC
N/A—649,877-649,877-100%$469.7M———
Schroder Investment Management Group
N/A—644,987-644,987-100%$448.0M———
Susquehanna International Group, LLP
N/A—619,519-619,519-100%$447.9M———
Jones Financial Companies Lllp
N/A—611,771-611,771-100%$384.5M———
Point72 Asset Management, L.P.
N/A—599,984-599,984-100%$433.8M———
Blue Whale Capital LLP
N/A—599,538-599,538-100%$433.5M———
CIBC World Market Inc.
N/A—592,211-592,211-100%$428.2M———
Korea Investment Corp
N/A—580,859-580,859-100%$420.0M———
Marshall Wace, LLP
N/A—579,156-579,156-100%$418.7M———
National Bank of Canada
N/A—575,240-575,240-100%$415.9M———
Adage Capital Partners GP, L.L.C.
N/A—567,726-567,726-100%$410.5M———
Jericho Capital Asset Management L.P.
N/A—553,927-553,927-100%$400.5M———
Abrams Bison Investments, LLC
N/A—552,000-552,000-100%$399.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—546,348-546,348-100%$393.1M———
1832 Asset Management L.P.
N/A—518,623-518,623-100%$375.0M———
Lazard Asset Management LLC
N/A—515,888-515,888-100%$373.0M———
Quantinno Capital Management LP
N/A—514,748-514,748-100%$372.2M———
CIBC Bancorp USA Inc.
N/A—513,288-513,288-100%$371.0M———
Storebrand Asset Management AS
N/A—509,329-509,329-100%$368.2M———
SEI Investments Co
N/A—505,531-505,531-100%$365.5M———
Danske Bank A/S
N/A—497,094-497,094-100%$359.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—490,168-490,168-100%$354.4M———
Nissay Asset Management Corp N
N/A—472,454-472,454-100%$341.6M———
Handelsbanken Fonder AB
N/A—462,685-462,685-100%$334.5M———
Epoch Investment Partners, Inc.
N/A—460,151-460,151-100%$332.7M———
Royal London Asset Management LTD
N/A—460,003-460,003-100%$332.6M———
Treasurer of the State of North Carolina
N/A—458,159-458,159-100%$331.2M———
HighTower Advisors, LLC
N/A—446,525-446,525-100%$322.8M———
Man Group plc
N/A—445,289-445,289-100%$321.9M———
Rockefeller Capital Management L.P.
N/A—439,457-439,457-100%$317.7M———
Northwestern Mutual Wealth Management Co
N/A—433,796-433,796-100%$313.6M———
State of Wisconsin Investment Board
N/A—423,289-423,289-100%$306.0M———
Guggenheim Capital LLC
N/A—418,212-418,212-100%$302.4M———
Focus Partners Wealth
N/A—412,982-412,982-100%$298.7M———
Panagora Asset Management Inc
N/A—410,126-410,126-100%$296.5M———
Vanguard Investments Australia, Ltd.
N/A—406,013-406,013-100%$293.5M———
Castle Hook Partners LP
N/A—401,956-401,956-100%$290.6M———
D. E. Shaw & Co., Inc.
N/A—396,944-396,944-100%$287.0M———
Chevy Chase Trust Holdings, LLC
N/A—394,679-394,679-100%$285.4M———
KLP Kapitalforvaltning AS
N/A—391,701-391,701-100%$283.2M———
CI Investments Inc.
N/A—390,360-390,360-100%$282.2M———
Nomura Asset Management International Inc.
N/A—376,095-376,095-100%$271.9M———
Holocene Advisors, LP
N/A—369,894-369,894-100%$267.4M———
EdgePoint Investment Group Inc.
N/A—360,862-360,862-100%$260.9M———
Migdal Insurance & Financial Holdings Ltd.
N/A—351,313-351,313-100%$254.0M———
Jane Street Group, LLC
N/A—348,550-348,550-100%$252.0M———
Teacher Retirement System of Texas
N/A—342,976-342,976-100%$248.0M———
Capitolis Liquid Global Markets LLC
N/A—335,830-335,830-100%$242.8M———
Glenmede Trust Co NA
N/A—335,477-335,477-100%$242.5M———
Public Employees Retirement System of Ohio
N/A—330,445-330,445-100%$238.9M———
Life Cycle Investment Partners Ltd
N/A—326,412-326,412-100%$236.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—324,124-324,124-100%$234.3M———
Capital Advisors Inc
N/A—324,097-324,097-100%$234.3M———
Federated Hermes, Inc.
N/A—320,894-320,894-100%$232.0M———
Millennium Management LLC
N/A—319,450-319,450-100%$231.0M———
Systematic Alpha Investments, LLC
N/A—317,598-317,598-100%$229.6M———
Tidal Investments LLC
N/A—303,872-303,872-100%$219.7M———
Tocqueville Asset Management L.P.
N/A—302,050-302,050-100%$218.4M———
Mufg Securities Emea plc
N/A—300,731-300,731-100%$217.4M———
M&T Bank Corp
N/A—294,579-294,579-100%$213.0M———
Bridgewater Associates, LP
N/A—291,426-291,426-100%$210.7M———
Whittier Trust Co
N/A—289,640-289,640-100%$171.7M———
Mercer Global Advisors Inc
N/A—286,104-286,104-100%$206.9M———
State of Tennessee, Department of Treasury
N/A—284,484-284,484-100%$205.7M———
Anther Capital Ltd
N/A—284,335-284,335-100%$205.6M———
Toronto Dominion Bank
N/A—280,436-280,436-100%$202.8M———
Tredje Ap-fonden
N/A—278,914-278,914-100%$201.7M———
Cetera Investment Advisers
N/A—278,847-278,847-100%$201.6M———
Munro Partners
N/A—278,565-278,565-100%$201.4M———
Findlay Park Partners LLP
N/A—277,860-277,860-100%$200.9M———
Earnest Partners LLC
N/A—266,853-266,853-100%$192.9M———
Qube Research & Technologies Ltd
N/A—262,975-262,975-100%$190.1M———
LOS Angeles Capital Management LLC
N/A—262,354-262,354-100%$189.7M———
Altimeter Capital Management, LP
N/A—261,950-261,950-100%$189.4M———
Cerity Partners LLC
N/A—260,363-260,363-100%$188.2M———
Manning & Napier Advisors LLC
N/A—256,826-256,826-100%$185.7M———
Dundas Partners LLP
N/A—252,561-252,561-100%$182.6M———
Resona Asset Management Co.,Ltd.
N/A—250,494-250,494-100%$179.7M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—248,153-248,153-100%$179.4M———
Erste Asset Management GmbH
N/A—247,188-247,188-100%$169.3M———
Osaic Holdings, Inc.
N/A—246,766-246,766-100%$178.5M———
Impax Asset Management Group plc
N/A—242,832-242,832-100%$175.6M———
AE Wealth Management LLC
N/A—236,947-236,947-100%$171.3M———
EFG International AG
N/A—233,059-233,059-100%$168.6M———
Clal Insurance Enterprises Holdings Ltd
N/A—229,095-229,095-100%$165.6M———
Analog Century Management LP
N/A—219,615-219,615-100%$158.8M———
Cornerstone Investment Partners, LLC
N/A—218,915-218,915-100%$158.3M———
QRG Capital Management, Inc.
N/A—215,839-215,839-100%$156.1M———
MetLife Investment Management, LLC
N/A—212,686-212,686-100%$153.8M———
Huntington National Bank
N/A—211,092-211,092-100%$152.6M———
Woodline Partners LP
N/A—208,863-208,863-100%$151.0M———
Peapack Gladstone Financial Corp
N/A—206,404-206,404-100%$149.2M———
Westfield Capital Management Co LP
N/A—205,592-205,592-100%$148.6M———
Styrax Capital, LP
N/A—200,000-200,000-100%$144.6M———
Atalanta Sosnoff Capital, LLC
N/A—199,874-199,874-100%$144.5M———
DnB Asset Management AS
N/A—199,163-199,163-100%$144.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—195,905-195,905-100%$141.6M———
MML Investors Services, LLC
N/A—194,573-194,573-100%$140.7M———
Nomura Holdings Inc
N/A—191,897-191,897-100%$138.7M———
Janney Montgomery Scott LLC
N/A—190,753-190,753-100%$137.9M———
Cartenna Capital, LP
N/A—190,000-190,000-100%$137.4M———
Banco Santander, S.A.
N/A—185,274-185,274-100%$134.0M———
Ostrum Asset Management
N/A—183,314-183,314-100%$132.5M———
&partners
N/A—181,284-181,284-100%$130.8M———
Zacks Investment Management
N/A—177,938-177,938-100%$128.6M———
Vaughan Nelson Investment Management, L.P.
N/A—173,675-173,675-100%$125.6M———
Zurich Insurance Group Ltd
N/A—173,162-173,162-100%$125.2M———
Phoenix Financial Ltd.
N/A—171,592-171,592-100%$123.8M———
Walleye Capital LLC
N/A—167,815-167,815-100%$121.3M———
Balyasny Asset Management L.P.
N/A—166,354-166,354-100%$120.3M———
Jennison Associates LLC
N/A—165,784-165,784-100%$119.9M———
TCW Group Inc
N/A—165,174-165,174-100%$119.4M———
Clark Capital Management Group, Inc.
N/A—164,557-164,557-100%$119.0M———
Employees Retirement System of Texas
N/A—164,101-164,101-100%$118.6M———
Public Sector Pension Investment Board
N/A—163,970-163,970-100%$118.6M———
NewEdge Advisors, LLC
N/A—154,918-154,918-100%$112.0M———
O'shaughnessy Asset Management, LLC
N/A—150,414-150,414-100%$108.7M———
USS Investment Management Ltd
N/A—150,041-150,041-100%$108.5M———
Artisan Partners Limited Partnership
N/A—149,573-149,573-100%$108.1M———
Groupe la Francaise
N/A—147,703-147,703-100%$106.9M———
Broad Run Investment Management, LLC
N/A—147,512-147,512-100%$106.7M———
Rokos Capital Management LLP
N/A—146,184-146,184-100%$105.7M———
Vanguard Personalized Indexing Management, LLC
N/A—145,211-145,211-100%$105.0M———
Penserra Capital Management LLC
N/A—144,291-144,291-100%$104.3M———
Bragg Financial Advisors, Inc
N/A—143,808-143,808-100%$104.0M———
FIL Ltd
N/A—141,640-141,640-100%$102.4M———
NS Partners Ltd
N/A—139,382-139,382-100%$100.8M———
Pathstone Holdings, LLC
N/A—137,484-137,484-100%$99.5M———
Defiance ETFs, LLC
N/A—137,176-137,176-100%$89.3M———
Captrust Financial Advisors
N/A—136,092-136,092-100%$98.4M———
Silvercrest Asset Management Group LLC
N/A—135,469-135,469-100%$97.9M———
Gotham Asset Management, LLC
N/A—135,167-135,167-100%$97.7M———
Vinva Investment Management Ltd
N/A—135,003-135,003-100%$93.8M———
Macquarie Group LTD
N/A—134,944-134,944-100%$97.6M———
Wealthfront Advisers LLC
N/A—134,717-134,717-100%$97.4M———
Varma Mutual Pension Insurance Co
N/A—134,482-134,482-100%$97.2M———
Baird Financial Group, Inc.
N/A—132,402-132,402-100%$95.7M———
Intermede Investment Partners Ltd
N/A—131,259-131,259-100%$66.5K———
Mediolanum International Funds Ltd
N/A—129,428-129,428-100%$89.9M———
Ossiam
N/A—127,423-127,423-100%$92.1M———
Andra Ap-fonden
N/A—126,229-126,229-100%$91.3M———
Blue Sparrow, LLC
N/A—126,002-126,002-100%$91.1M———
NewEdge Wealth, LLC
N/A—123,853-123,853-100%$89.5M———
Pacer Advisors, Inc.
N/A—123,658-123,658-100%$89.4M———
Moore Capital Management, LP
N/A—122,220-122,220-100%$88.4M———
SIT Investment Associates Inc
N/A—121,592-121,592-100%$87.9M———
Utah Retirement Systems
N/A—120,367-120,367-100%$87.0M———
British Columbia Investment Management Corp
N/A—118,923-118,923-100%$86.0M———
Police & Firemen's Retirement System of New Jersey
N/A—118,911-118,911-100%$86.0M———
Empowered Funds, LLC
N/A—117,109-117,109-100%$84.7M———
Hamilton Capital Partners Inc.
N/A—115,628-115,628-100%$83.6M———
Teachers Retirement System of the State of Kentucky
N/A—114,610-114,610-100%$82.9M———
Groupama Asset Managment
N/A—114,347-114,347-100%$79.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—114,103-114,103-100%$82.5M———
Federation des caisses Desjardins du Quebec
N/A—114,072-114,072-100%$82.5M———
E Fund Management Co., Ltd.
N/A—113,843-113,843-100%$82.3M———
CapitalatWork S.A.
N/A—112,875-112,875-100%$81.6M———
DJE Kapital AG
N/A—112,342-112,342-100%$83.1M———
Kingsview Wealth Management, LLC
N/A—111,588-111,588-100%$80.7M———
Aristotle Atlantic Partners, LLC
N/A—111,309-111,309-100%$80.5M———
Steward Partners Investment Advisory, LLC
N/A—109,577-109,577-100%$79.2M———
Bristol Gate Capital Partners Inc.
N/A—109,202-109,202-100%$79.0M———
Managed Asset Portfolios, LLC
N/A—107,629-107,629-100%$77.8M———
IEQ Capital, LLC
N/A—107,507-107,507-100%$77.7M———
Alyeska Investment Group, L.P.
N/A—104,742-104,742-100%$75.7M———
Elo Mutual Pension Insurance Co
N/A—104,620-104,620-100%$75.6M———
Aureus Asset Management, LLC
N/A—104,403-104,403-100%$75.5M———
Davis Selected Advisers
N/A—102,521-102,521-100%$74.1M———
Shelton Capital Management
N/A—102,149-102,149-100%$73.9M———
Milford Funds LTD
N/A—102,084-102,084-100%$73.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—101,268-101,268-100%$73.2M———
Pinebridge Investments LLC
N/A—100,567-100,567-100%$72.7M———
Public Employees Retirement Association of Colorado
N/A—100,232-100,232-100%$72.5M———
Hancock Whitney Corp
N/A—99,944-99,944-100%$72.3M———
ABN Amro Bank N.V.
N/A—99,652-99,652-100%$71.9M———
Harvest Fund Management Co., Ltd
N/A—98,626-98,626-100%$71.3M———
Cresset Asset Management, LLC
N/A—96,887-96,887-100%$70.0M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—96,308-96,308-100%$69.6M———
Blackstone Inc.
N/A—94,247-94,247-100%$68.1M———
Brown Advisory Inc
N/A—92,825-92,825-100%$67.1M———
CloudAlpha Capital Management Limited Kong
N/A—92,357-92,357-100%$66.8M———
Clear Street Group Inc.
N/A—91,490-91,490-100%$66.4M———
Horizon Investments, LLC
N/A—91,119-91,119-100%$65.9M———
Samlyn Capital, LLC
N/A—90,762-90,762-100%$65.6M———
MAI Capital Management
N/A—88,673-88,673-100%$64.1M———
California First Leasing Corp
N/A—88,236-88,236-100%$63.8M———
Night Owl Capital Management, LLC
N/A—88,107-88,107-100%$63.7M———
Curi Capital, LLC
N/A—87,589-87,589-100%$63.3M———
Schonfeld Strategic Advisors LLC
N/A—86,568-86,568-100%$62.6M———
Vident Advisory, LLC
N/A—83,854-83,854-100%$60.6M———
Alta Park Capital, LP
N/A—83,541-83,541-100%$60.4M———
Fuller & Thaler Asset Management, Inc.
N/A—83,302-83,302-100%$60.2M———
Allstate Corp
N/A—83,122-83,122-100%$60.1M———
Omers Administration Corp
N/A—81,819-81,819-100%$59.2M———
Osterweis Capital Management Inc
N/A—81,318-81,318-100%$58.8M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—80,404-80,404-100%$58.1M———
Danica Pension, Livsforsikringsaktieselskab
N/A—80,175-80,175-100%$58.0M———
Blair William & Co
N/A—79,958-79,958-100%$57.8M———
Tiaa Wealth Investment Management LLC
N/A—79,774-79,774-100%$57.7M———
Norinchukin Bank, The
N/A—79,045-79,045-100%$57.1M———
CCM Investment Advisers LLC
N/A—78,360-78,360-100%$56.7M———
Hemenway Trust Co LLC
N/A—78,041-78,041-100%$56.4M———
World Investment Advisors
N/A—77,916-77,916-100%$27.0M———
Stanley Capital Management, LLC
N/A—77,800-77,800-100%$56.2M———
Parallax Volatility Advisers, L.P.
N/A—76,903-76,903-100%$55.6M———
Investment Management Corp of Ontario
N/A—75,569-75,569-100%$54.6M———
LGT Group Foundation
N/A—74,974-74,974-100%$54.2M———
Orion Porfolio Solutions, LLC
N/A—74,515-74,515-100%$53.9M———
Renaissance Group LLC
N/A—72,843-72,843-100%$52.7M———
BLI - Banque de Luxembourg Investments
N/A—72,506-72,506-100%$50.5M———
Prudential PLC
N/A—71,431-71,431-100%$51.6M———
Cantor Fitzgerald, L. P.
N/A—70,550-70,550-100%$51.0M———
Harvest Portfolios Group Inc.
N/A—70,301-70,301-100%$50.8M———
Gabelli Funds LLC
N/A—70,300-70,300-100%$50.8M———
Daiichi Life Insurance Co., Ltd.
N/A—70,096-70,096-100%$50.7M———
Value Aligned Research Advisors, LLC
N/A—69,591-69,591-100%$50.3M———
South Dakota Investment Council
N/A—69,528-69,528-100%$50.3M———
BNP Paribas
N/A—68,524-68,524-100%$49.1M———
Maytus Capital Management, LLC
N/A—68,081-68,081-100%$49.2M———
Fairview Capital Investment Management, LLC
N/A—67,548-67,548-100%$48.8M———
VAN Lanschot Kempen Investment Management N.V.
N/A—67,347-67,347-100%$48.7M———
EP Wealth Advisors, LLC
N/A—66,386-66,386-100%$48.0M———
Glenview Capital Management, LLC
N/A—65,201-65,201-100%$47.1M———
Senator Investment Group LP
N/A—65,000-65,000-100%$47.0M———
E20 Capital Ltd
N/A—64,978-64,978-100%$47.0M———
Commerce Bank
N/A—64,337-64,337-100%$46.5M———
Aptus Capital Advisors, LLC
N/A—63,899-63,899-100%$46.2M———
Envestnet Portfolio Solutions, Inc.
N/A—62,962-62,962-100%$45.5M———
Mizuho Securities USA LLC
N/A—62,131-62,131-100%$44.9M———
Polymer Capital Management (HK) LTD
N/A—61,986-61,986-100%$44.8M———
Trans-Canada Capital Inc.
N/A—61,338-61,338-100%$44.3M———
Callahan Advisors, LLC
N/A—61,228-61,228-100%$44.3M———
Trillium Asset Management, LLC
N/A—61,218-61,218-100%$44.3M———
Holderness Investments Co
N/A—60,522-60,522-100%$43.8M———
Rheos Capital Works Inc.
N/A—60,000-60,000-100%$43.4M———
SummitTX Capital, L.P.
N/A—59,729-59,729-100%$43.2M———
Intech Investment Management LLC
N/A—59,164-59,164-100%$42.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—58,978-58,978-100%$42.6M———
Virtu Financial LLC
N/A—58,503-58,503-100%$42.3M———
Advisory Services Network, LLC
N/A—57,726-57,726-100%$41.7M———
Freestone Capital Holdings, LLC
N/A—57,713-57,713-100%$41.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—55,967-55,967-100%$40.5M———
Saudi Central Bank
N/A—55,553-55,553-100%$40.2M———
Engineers Gate Manager LP
N/A—55,510-55,510-100%$40.1M———
Summit Financial, LLC
N/A—55,314-55,314-100%$40.0M———
Flputnam Investment Management Co
N/A—55,311-55,311-100%$40.0M———
Summit Partners Public Asset Management, LLC
N/A—55,000-55,000-100%$39.8M———
Sequoia Financial Advisors, LLC
N/A—54,921-54,921-100%$39.7M———
Four Tree Island Advisory LLC
N/A—54,300-54,300-100%$39.3M———
Nishkama Capital, LLC
N/A—54,033-54,033-100%$39.1M———
Greenwich Wealth Management LLC
N/A—53,579-53,579-100%$38.7M———
Rathbones Group PLC
N/A—52,782-52,782-100%$38.2M———
Colonial Trust Advisors
N/A—52,125-52,125-100%$37.7M———
Talos Eurisko Asset Management LP
N/A—51,640-51,640-100%$37.3M———
Pinnacle Financial Partners, Inc.
N/A—51,229-51,229-100%$37.0M———
Verition Fund Management LLC
N/A—50,450-50,450-100%$36.5M———
Cantillon Capital Management LLC
N/A—50,176-50,176-100%$36.3M———
Kentucky Retirement Systems
N/A—50,082-50,082-100%$36.2M———
Marex Group Ltd
N/A—49,498-49,498-100%$35.8M———
Sfmg, LLC
N/A—49,474-49,474-100%$35.8M———
Private Advisor Group, LLC
N/A—48,137-48,137-100%$34.8M———
Soros Capital Management LLC
N/A—47,750-47,750-100%$34.5M———
Vestcor Inc
N/A—46,483-46,483-100%$33.6M———
Taylor Hoffman Capital Management LLC
N/A—46,341-46,341-100%$33.5M———
Bleakley Financial Group, LLC
N/A—45,423-45,423-100%$32.8M———
Bradley Foster & Sargent Inc
N/A—44,756-44,756-100%$32.4M———
Hodges Capital Management Inc.
N/A—44,597-44,597-100%$32.2M———
AMJ Financial Wealth Management
N/A—44,267-44,267-100%$15.1M———
LMR Partners LLP
N/A—44,064-44,064-100%$31.9M———
Voleon Capital Management LP
N/A—43,986-43,986-100%$31.8M———
Lombard Odier Asset Management (Switzerland) SA
N/A—43,874-43,874-100%$31.7M———
Kinetic Partners Management, LP
N/A—43,700-43,700-100%$31.6M———
Jupiter Asset Management LTD
N/A—43,618-43,618-100%$31.5M———
Wealth High Governance Asset Management Ltda.
N/A—43,440-43,440-100%$31.4M———
Waverly Advisors, LLC
N/A—43,381-43,381-100%$31.4M———
Capital International, Inc.
N/A—43,319-43,319-100%$31.3M———
Sienna Gestion
N/A—41,957-41,957-100%$29.5M———
Tower Research Capital LLC (TRC)
N/A—41,451-41,451-100%$30.0M———
Scotia Capital Inc.
N/A—40,952-40,952-100%$29.6M———
Meeder Asset Management Inc
N/A—39,219-39,219-100%$28.4M———
Benjamin Edwards Inc
N/A—39,111-39,111-100%$28.3M———
SIH Partners, Lllp
N/A—39,002-39,002-100%$28.2M———
Beacon Investment Advisors LLC
N/A—38,952-38,952-100%$28.2M———
Lowe Brockenbrough & Co Inc
N/A—38,765-38,765-100%$28.0M———
Integrated Wealth Concepts LLC
N/A—38,563-38,563-100%$27.9M———
Sculptor Capital LP
N/A—38,300-38,300-100%$27.7M———
FourThought Financial Partners, LLC
N/A—38,231-38,231-100%$27.6M———
United Capital Financial Advisors, LLC
N/A—37,339-37,339-100%$27.0M———
Mane Global Capital Management LP
N/A—36,573-36,573-100%$26.4M———
Ameritas Investment Partners, Inc.
N/A—35,835-35,835-100%$25.9M———
Principal Securities, Inc.
N/A—34,855-34,855-100%$25.2M———
Westerkirk Capital Inc.
N/A—34,606-34,606-100%$25.0M———
Bogart Wealth, LLC
N/A—34,475-34,475-100%$24.9M———
Commerzbank Aktiengesellschaft
N/A—34,290-34,290-100%$24.8M———
First Foundation Advisors
N/A—34,278-34,278-100%$24.8M———
Glassy Mountain Advisors, Inc.
N/A—34,139-34,139-100%$24.7M———
Stephens Inc
N/A—33,829-33,829-100%$24.6M———
Ironvine Capital Partners, LLC
N/A—33,703-33,703-100%$24.4M———
Ceredex Value Advisors LLC
N/A—32,907-32,907-100%$23.8M———
NorthCoast Asset Management LLC
N/A—32,776-32,776-100%$23.7M———
WCG Wealth Advisors LLC
N/A—32,744-32,744-100%$23.7M———
Cooper Creek Partners Management LLC
N/A—32,739-32,739-100%$23.7M———
Metis Global Partners, LLC
N/A—32,509-32,509-100%$23.5M———
Arax Advisory Partners
N/A—32,497-32,497-100%$23.5M———
Vega Investment Solutions
N/A—32,417-32,417-100%$22.7M———
Edmond de Rothschild Holding S.A.
N/A—31,818-31,818-100%$23.0M———
Silvant Capital Management LLC
N/A—31,699-31,699-100%$22.9M———
Insight Holdings Group, LLC
N/A—31,595-31,595-100%$22.8M———
Berkshire Capital Holdings Inc
N/A—31,120-31,120-100%$22.5M———
Composition Wealth, LLC
N/A—31,078-31,078-100%$22.5M———
Argent Trust Co
N/A—30,959-30,959-100%$22.4M———
Callan Family Office, LLC
N/A—30,770-30,770-100%$22.2M———
KKM Financial LLC
N/A—30,759-30,759-100%$15.6M———
Telemark Asset Management, LLC
N/A—30,000-30,000-100%$21.7M———
Siemens Fonds Invest GmbH
N/A—29,781-29,781-100%$21.5M———
Two Sigma Investments, LP
N/A—29,763-29,763-100%$21.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—29,721-29,721-100%$21.5M———
Boothbay Fund Management, LLC
N/A—29,687-29,687-100%$21.5M———
Summit Street Capital Management, LLC
N/A—29,589-29,589-100%$21.4M———
ExodusPoint Capital Management, LP
N/A—29,399-29,399-100%$21.3M———
LGT Fund Management Co Ltd.
N/A—29,366-29,366-100%$21.2M———
Empirical Finance, LLC
N/A—29,292-29,292-100%$21.2M———
CTC LLC
N/A—29,288-29,288-100%$21.2M———
Martingale Asset Management L P
N/A—28,918-28,918-100%$20.9M———
Beacon Pointe Advisors, LLC
N/A—28,595-28,595-100%$20.6M———
Fort Sheridan Advisors LLC
N/A—28,403-28,403-100%$20.5M———
Liontrust Investment Partners LLP
N/A—28,292-28,292-100%$20.5M———
Thames Capital Management LLC
N/A—28,138-28,138-100%$20.3M———
Canada Post Corp Registered Pension Plan
N/A—28,124-28,124-100%$20.3M———
Two Sigma Securities, LLC
N/A—28,021-28,021-100%$20.3M———
Dnca Finance
N/A—28,000-28,000-100%$20.2M———
Spartan Wealth Advisory Services LLC
N/A—27,805-27,805-100%$20.1M———
Advisors Asset Management, Inc.
N/A—27,589-27,589-100%$19.9M———
Arkadios Wealth Advisors
N/A—27,411-27,411-100%$19.8M———
Ingalls & Snyder LLC
N/A—27,274-27,274-100%$19.7M———
Polar Capital Holdings Plc
N/A—26,999-26,999-100%$19.5M———
Rench Wealth Management, Inc.
N/A—26,943-26,943-100%$19.5M———
Oversea-Chinese Banking Corp Ltd
N/A—26,696-26,696-100%$18.0M———
Ancora Advisors LLCA
N/A—26,601-26,601-100%$19.2M———
Pine Valley Investments Ltd Liability Co
N/A—26,491-26,491-100%$19.2M———
Caisse DES Depots ET Consignations
N/A—26,413-26,413-100%$19.1M———
Coldstream Capital Management Inc
N/A—26,349-26,349-100%$19.1M———
CSM Advisors, LLC
N/A—26,096-26,096-100%$18.9M———
Colonial Trust Co / SC
N/A—26,023-26,023-100%$18.8M———
Trustco Bank Corp N Y
N/A—25,711-25,711-100%$18.6M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—25,679-25,679-100%$18.6M———
Osmosis Investment Management UK Ltd
N/A—25,676-25,676-100%$18.6M———
Ontario Teachers Pension Plan Board
N/A—25,536-25,536-100%$18.5M———
Peak Planning Group, LLC
N/A—25,499-25,499-100%$18.4M———
Global Retirement Partners, LLC
N/A—25,488-25,488-100%$18.4M———
Northwestern Mutual Investment Management Company, LLC
N/A—25,445-25,445-100%$18.4M———
Puzo Michael J
N/A—25,035-25,035-100%$18.1M———
Proem Advisors LLC
N/A—25,000-25,000-100%$18.1M———
Caprock Group, LLC
N/A—24,764-24,764-100%$17.9M———
Summit Trail Advisors, LLC
N/A—24,445-24,445-100%$17.7M———
Independent Advisor Alliance
N/A—24,353-24,353-100%$17.6M———
Mufg Securities Americas Inc.
N/A—23,902-23,902-100%$17.3M———
Capital Fund Management S.A.
N/A—23,830-23,830-100%$17.2M———
Kultura Capital Management LP
N/A—23,200-23,200-100%$16.8M———
LOM Asset Management Ltd
N/A—22,964-22,964-100%$16.6M———
Broderick Brian C
N/A—22,872-22,872-100%$16.5M———
Capital Wealth Planning, LLC
N/A—22,788-22,788-100%$16.5M———
Palmer Knight Co
N/A—22,785-22,785-100%$16.5M———
Evercore Wealth Management, LLC
N/A—22,684-22,684-100%$16.4M———
Arvest Bank Trust Division
N/A—22,554-22,554-100%$16.3M———
Choate Investment Advisors
N/A—22,451-22,451-100%$16.2M———
Smithfield Trust Co
N/A—22,387-22,387-100%$16.2M———
Stelac Advisory Services LLC
N/A—22,177-22,177-100%$16.3M———
Kelly Lawrence W & Associates Inc
N/A—22,060-22,060-100%$15.9M———
Kidder Stephen W
N/A—22,000-22,000-100%$15.9M———
SSA Swiss Advisors AG
N/A—21,734-21,734-100%$16.0M———
Johnson Investment Counsel Inc
N/A—21,657-21,657-100%$15.7M———
OneDigital Investment Advisors LLC
N/A—21,622-21,622-100%$15.6M———
Modern Wealth Management, LLC
N/A—21,432-21,432-100%$15.5M———
Entropy Technologies, LP
N/A—21,367-21,367-100%$15.4M———
Benchstone Capital Management LP
N/A—21,149-21,149-100%$15.3M———
Somerville Kurt F
N/A—21,077-21,077-100%$15.2M———
Lombard Odier Asset Management (Europe) Ltd
N/A—20,960-20,960-100%$15.2M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—20,783-20,783-100%$15.0M———
New Age Alpha Advisors, LLC
N/A—20,400-20,400-100%$14.7M———
Meeder Advisory Services, Inc.
N/A—20,213-20,213-100%$14.6M———
Alight Capital Management LP
N/A—20,000-20,000-100%$14.5M———
Worldquant Millennium Advisors LLC
N/A—19,585-19,585-100%$14.2M———
Foster & Motley Inc
N/A—19,568-19,568-100%$14.1M———
Stratos Wealth Partners, Ltd.
N/A—19,432-19,432-100%$14.0M———
Hidden Lake Asset Management LP
N/A—19,410-19,410-100%$14.0M———
Vestmark Advisory Solutions, Inc.
N/A—19,263-19,263-100%$13.9M———
Cape COD Five Cents Savings Bank
N/A—19,120-19,120-100%$13.8M———
Northwest Bancshares, Inc.
N/A—19,048-19,048-100%$13.8M———
Wahed Invest LLC
N/A—18,866-18,866-100%$13.6M———
Bank OZK
N/A—18,344-18,344-100%$13.3M———
Cambient Family Office, LLC
N/A—18,326-18,326-100%$13.2M———
Knollwood Investment Advisory, LLC
N/A—18,067-18,067-100%$13.1M———
Smartleaf Asset Management LLC
N/A—18,020-18,020-100%$12.5M———
American Money Management, LLC
N/A—17,987-17,987-100%$13.0M———
BW Gestao de Investimentos Ltda.
N/A—17,915-17,915-100%$13.0M———
Capital International Sarl
N/A—17,459-17,459-100%$12.6M———
Howe & Rusling Inc
N/A—17,216-17,216-100%$12.4M———
Segall Bryant & Hamill, LLC
N/A—17,016-17,016-100%$12.3M———
Dorsey Wright & Associates
N/A—16,951-16,951-100%$12.3M———
Ballentine Partners, LLC
N/A—16,797-16,797-100%$12.1M———
BBR Partners, LLC
N/A—16,782-16,782-100%$12.1M———
Dakota Wealth Management
N/A—16,729-16,729-100%$12.1M———
IFG Advisory, LLC
N/A—16,658-16,658-100%$12.0M———
Wealth High Governance Capital Ltda
N/A—16,560-16,560-100%$12.0M———
ARP Global Capital Ltd
N/A—16,517-16,517-100%$11.9M———
Cullen Capital Management, LLC
N/A—16,439-16,439-100%$11.9M———
Twin Capital Management Inc
N/A—16,369-16,369-100%$11.8M———
Harbour Investments, Inc.
N/A—16,286-16,286-100%$11.8M———
Concentric Capital Strategies, LP
N/A—16,023-16,023-100%$11.6M———
Liberty Wealth Management LLC
N/A—15,869-15,869-100%$5.4M———
Gamco Investors, Inc. ET AL
N/A—15,770-15,770-100%$11.4M———
Anchor Investment Management, LLC
N/A—15,702-15,702-100%$11.4M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—15,644-15,644-100%$11.3M———
Hilton Capital Management, LLC
N/A—15,620-15,620-100%$11.3M———
Drucker Wealth 3.0, LLC
N/A—15,600-15,600-100%$11.3M———
Peak Asset Management, LLC
N/A—15,352-15,352-100%$11.1M———
Palisade Capital Management, LP
N/A—15,301-15,301-100%$11.1M———
Insigneo Advisory Services, LLC
N/A—15,084-15,084-100%$10.9M———
Intrust Bank NA
N/A—15,028-15,028-100%$10.9M———
Delaney Dennis R
N/A—15,011-15,011-100%$10.9M———
KP Management LLC
N/A—15,000-15,000-100%$10.8M———
3G Capital Partners LP
N/A—15,000-15,000-100%$10.8M———
Himension Capital (Singapore) Pte. Ltd.
N/A—14,922-14,922-100%$10.8M———
Morningstar Investment Management LLC
N/A—14,895-14,895-100%$5.1M———
Arete Wealth Advisors, LLC
N/A—14,831-14,831-100%$10.7M———
Denali Advisors LLC
N/A—14,650-14,650-100%$10.6M———
Notis-McConarty Edward
N/A—14,374-14,374-100%$10.4M———
Ardmore Road Asset Management LP
N/A—14,300-14,300-100%$10.3M———
Truvestments Capital LLC
N/A—14,183-14,183-100%$10.3M———
Alaethes Wealth, LLC
N/A—14,151-14,151-100%$10.2M———
Meiji Yasuda Asset Management Co Ltd.
N/A—14,094-14,094-100%$10.2M———
BlueCrest Capital Management Ltd
N/A—14,000-14,000-100%$10.1M———
Conscious Wealth Investments, LLC
N/A—13,929-13,929-100%$7.9M———
Picton Mahoney Asset Management
N/A—13,908-13,908-100%$10.1M———
Sompo Asset Management Co., Ltd.
N/A—13,872-13,872-100%$10.0M———
Syon Capital LLC
N/A—13,754-13,754-100%$9.9M———
Johnson Financial Group, Inc.
N/A—13,749-13,749-100%$9.9M———
English Capital Management LLC
N/A—13,719-13,719-100%$9.9M———
Frec Markets, Inc.
N/A—13,677-13,677-100%$9.9M———
Savvy Advisors, Inc.
N/A—13,630-13,630-100%$9.9M———
CreativeOne Wealth, LLC
N/A—13,579-13,579-100%$9.8M———
ST Germain D J Co Inc
N/A—13,376-13,376-100%$9.7M———
Saranac Partners Ltd
N/A—13,348-13,348-100%$9.6M———
AustralianSuper Pty Ltd
N/A—13,237-13,237-100%$9.6M———
Snowden Capital Advisors LLC
N/A—13,205-13,205-100%$9.5M———
Dempze Nancy E
N/A—13,062-13,062-100%$9.4M———
Atlas Capital Advisors Inc.
N/A—12,986-12,986-100%$9.4M———
Caxton Associates LLP
N/A—12,959-12,959-100%$9.4M———
Talon Private Wealth, LLC
N/A—12,895-12,895-100%$9.3M———
Hillsdale Investment Management Inc.
N/A—12,730-12,730-100%$9.2M———
JT Stratford LLC
N/A—12,636-12,636-100%$9.1M———
Quest Investment Management LLC
N/A—12,541-12,541-100%$9.1M———
Venturi Wealth Management, LLC
N/A—12,535-12,535-100%$9.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—12,527-12,527-100%$9.1M———
Florida Financial Advisors, LLC
N/A—12,484-12,484-100%$9.0M———
Elefante Mark B
N/A—12,473-12,473-100%$9.0M———
Brasada Capital Management, LP
N/A—12,327-12,327-100%$8.9M———
Equitable Holdings, Inc.
N/A—12,075-12,075-100%$8.7M———
Mission Creek Capital Partners, Inc.
N/A—12,025-12,025-100%$6.7M———
Stance Capital LLC
N/A—11,993-11,993-100%$8.7M———
Dynasty Wealth Management, LLC
N/A—11,831-11,831-100%$8.6M———
Roundview Capital LLC
N/A—11,751-11,751-100%$8.5M———
Cary Street Partners Financial LLC
N/A—11,654-11,654-100%$8.4M———
Baader Bank Aktiengesellschaft
N/A—11,643-11,643-100%$8.4M———
GeoWealth Management, LLC
N/A—11,638-11,638-100%$8.4M———
Capital Group Private Client Services, Inc.
N/A—11,552-11,552-100%$8.4M———
Horizon Investment Services, LLC
N/A—11,383-11,383-100%$8.2M———
Quantbot Technologies LP
N/A—11,373-11,373-100%$8.2M———
XTX Topco Ltd
N/A—11,372-11,372-100%$8.2M———
Foundations Investment Advisors, LLC
N/A—11,355-11,355-100%$8.2M———
Schnieders Capital Management, Llc.
N/A—11,289-11,289-100%$8.2M———
Kovack Advisors, Inc.
N/A—11,284-11,284-100%$7.9M———
Twin Tree Management, LP
N/A—11,241-11,241-100%$8.1M———
WealthShield Partners, LLC
N/A—11,119-11,119-100%$8.0M———
IHT Wealth Management, LLC
N/A—11,073-11,073-100%$8.0M———
Sphera Funds Management Ltd.
N/A—11,040-11,040-100%$8.0M———
Ameritas Advisory Services, LLC
N/A—11,032-11,032-100%$8.0M———
Mairs & Power Inc
N/A—11,007-11,007-100%$8.0M———
Howard Hughes Medical Institute
N/A—10,984-10,984-100%$7.9M———
Advisors Capital Management, LLC
N/A—10,969-10,969-100%$7.9M———
IKE Capital, LLC
N/A—10,957-10,957-100%$7.9M———
Benchmark Investment Advisors LLC
N/A—10,920-10,920-100%$7.9M———
Mutual Advisors, LLC
N/A—10,904-10,904-100%$7.9M———
Advisory Alpha, LLC
N/A—10,869-10,869-100%$7.9M———
Next Century Growth Investors LLC
N/A—10,860-10,860-100%$7.9M———
Fortune Financial Advisors, LLC
N/A—10,842-10,842-100%$7.8M———
Fidelis Capital Partners, LLC
N/A—10,818-10,818-100%$7.8M———
Simmons Bank
N/A—10,734-10,734-100%$7.8M———
Triton Financial Group Inc
N/A—10,632-10,632-100%$7.7M———
Zhang Financial LLC
N/A—10,626-10,626-100%$7.7M———
Geneos Wealth Management Inc.
N/A—10,543-10,543-100%$7.6M———
Voya Financial Advisors, Inc.
N/A—10,498-10,498-100%$7.3M———
Coastal Bridge Advisors, LLC
N/A—10,469-10,469-100%$7.6M———
Focus Partners Advisor Solutions, LLC
N/A—10,463-10,463-100%$7.6M———
Symmetry Investments LP
N/A—10,434-10,434-100%$7.5M———
Hel Ved Capital Management Ltd
N/A—10,400-10,400-100%$7.5M———
AlTi Global, Inc.
N/A—10,397-10,397-100%$7.5M———
Tenere Capital LLC
N/A—10,332-10,332-100%$7.5M———
IMA Advisory Services, Inc.
N/A—10,303-10,303-100%$7.4M———
Landscape Capital Management, L.L.C.
N/A—10,129-10,129-100%$7.3M———
Arini Capital Management Ltd
N/A—10,000-10,000-100%$7.2M———
Wealthspire Advisors, LLC
N/A—9,974-9,974-100%$7.2M———
RWA Wealth Partners, LLC
N/A—9,887-9,887-100%$7.1M———
Brevan Howard Capital Management LP
N/A—9,822-9,822-100%$7.1M———
Forty-three Eighteen Advisors, LLC
N/A—9,720-9,720-100%$7.0M———
Atom Investors LP
N/A—9,715-9,715-100%$7.0M———
Fiduciary Trust Co
N/A—9,702-9,702-100%$7.0M———
Destination Wealth Management
N/A—9,654-9,654-100%$7.0M———
Cumberland Partners Ltd
N/A—9,641-9,641-100%$7.0M———
FSB Premier Wealth Management, Inc.
N/A—9,579-9,579-100%$6.9M———
Lighthouse Investment Partners, LLC
N/A—9,539-9,539-100%$6.9M———
KR Capital LP
N/A—9,510-9,510-100%$6.9M———
Seeds Investor LLC
N/A—9,461-9,461-100%$6.8M———
Stonebridge Capital Management Inc
N/A—9,405-9,405-100%$6.8M———
Old West Investment Management, LLC
N/A—9,200-9,200-100%$6.7M———
HM Payson & Co
N/A—9,094-9,094-100%$6.6M———
Flow Traders U.S. LLC
N/A—9,025-9,025-100%$6.5M———
Fayez Sarofim & Co
N/A—9,016-9,016-100%$6.5M———
Moneta Group Investment Advisors LLC
N/A—8,984-8,984-100%$6.5M———
Ellevest, Inc.
N/A—8,939-8,939-100%$5.0M———
Dark Forest Capital Management LP
N/A—8,931-8,931-100%$6.5M———
Riverstone Advisors, LLC
N/A—8,753-8,753-100%$6.3M———
Longbow Finance SA
N/A—8,736-8,736-100%$6.3M———
Alerus Financial NA
N/A—8,710-8,710-100%$6.3M———
Dorsey & Whitney Trust Co LLC
N/A—8,705-8,705-100%$6.3M———
Qtron Investments LLC
N/A—8,678-8,678-100%$6.3M———
Sound Capital Solutions LLC
N/A—8,600-8,600-100%$6.2M———
Optimize Financial Inc.
N/A—8,600-8,600-100%$6.2M———
Nicolet Bankshares Inc
N/A—8,567-8,567-100%$5.8M———
Charter Research & Investment Group, Inc.
N/A—8,450-8,450-100%$6.1M———
Sumitomo Life Insurance Co
N/A—8,446-8,446-100%$6.1M———
Allianz SE
N/A—8,445-8,445-100%$6.1M———
Catalyst Funds Management Pty Ltd
N/A—8,320-8,320-100%$6.0M———
Needham Investment Management LLC
N/A—8,250-8,250-100%$6.0M———
Mosaic Family Wealth Partners, LLC
N/A—8,188-8,188-100%$5.9M———
PFG Investments, LLC
N/A—8,097-8,097-100%$5.9M———
Stock Yards Bank & Trust Co
N/A—8,090-8,090-100%$5.8M———
Meridian Wealth Advisors, LLC
N/A—8,073-8,073-100%$5.8M———
Centiva Capital, LP
N/A—7,999-7,999-100%$5.8M———
First National Advisers, LLC
N/A—7,949-7,949-100%$5.7M———
Pallas Capital Advisors LLC
N/A—7,881-7,881-100%$5.7M———
Bridgewater Advisors Inc.
N/A—7,855-7,855-100%$4.0M———
Persistent Asset Partners Ltd
N/A—7,780-7,780-100%$5.6M———
First National Bank of Omaha
N/A—7,688-7,688-100%$5.6M———
Checchi Capital Advisers, LLC
N/A—7,649-7,649-100%$5.5M———
RNC Capital Management LLC
N/A—7,628-7,628-100%$5.5M———
First American Trust, FSB
N/A—7,623-7,623-100%$5.5M———
Bridgeway Capital Management, LLC
N/A—7,600-7,600-100%$5.5M———
Sunstone Asset Management, LP
N/A—7,580-7,580-100%$5.5M———
Okabena Investment Services Inc
N/A—7,546-7,546-100%$5.5M———
Carr Financial Group Corp
N/A—7,504-7,504-100%$5.4M———
Concentrum Wealth Management
N/A—7,460-7,460-100%$5.4M———
Karani Asset Management LLC
N/A—7,451-7,451-100%$5.4M———
Sand Hill Global Advisors, LLC
N/A—7,400-7,400-100%$5.4M———
Kintra Wealth, LLC
N/A—7,396-7,396-100%$4.0M———
Twin City Private Wealth, LLC
N/A—7,372-7,372-100%$5.3M———
Boston Family Office LLC
N/A—7,364-7,364-100%$5.3M———
Summit Wealth Partners, LLC
N/A—7,223-7,223-100%$5.2M———
Naviter Wealth, LLC
N/A—7,186-7,186-100%$5.2M———
Stonebridge Capital Advisors LLC
N/A—7,186-7,186-100%$5.2M———
Bluespring Wealth Management, LLC
N/A—7,156-7,156-100%$5.2M———
Ducere Wealth Management LLC
N/A—7,119-7,119-100%$5.1M———
Avalon Trust Co
N/A—7,115-7,115-100%$5.1M———
Aberdeen Wealth Management LLC
N/A—7,110-7,110-100%$5.1M———
Armistice Capital, LLC
N/A—7,084-7,084-100%$5.1M———
Great Valley Advisor Group, Inc.
N/A—7,070-7,070-100%$5.1M———
Hershey Financial Advisers, LLC
N/A—7,064-7,064-100%$5.1M———
Private Wealth Advisors, LLC
N/A—7,050-7,050-100%$5.1M———
Belpointe Asset Management LLC
N/A—7,031-7,031-100%$5.1M———
Rehmann Capital Advisory Group
N/A—7,025-7,025-100%$5.1M———
Hurricane Capital Advisors LLC
N/A—7,000-7,000-100%$5.1M———
Gladstone Institutional Advisory LLC
N/A—6,988-6,988-100%$5.1M———
Onex Canada Asset Management Inc.
N/A—6,941-6,941-100%$5.0M———
Azimuth Capital Investment Management LLC
N/A—6,873-6,873-100%$5.0M———
Highview Capital Management LLC
N/A—6,864-6,864-100%$5.0M———
Legacy Financial Advisors, Inc.
N/A—6,825-6,825-100%$4.9M———
Atlantic Union Bankshares Corp
N/A—6,790-6,790-100%$4.9M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—6,783-6,783-100%$4.9M———
Marshall Financial Group, LLC
N/A—6,776-6,776-100%$4.9M———
Nwam LLC
N/A—6,721-6,721-100%$4.9M———
Capstone Investment Advisors, LLC
N/A—6,676-6,676-100%$4.8M———
Edentree Asset Management Ltd
N/A—6,647-6,647-100%$4.8M———
Davis Asset Management, L.P.
N/A—6,626-6,626-100%$4.8M———
RiverPark Advisors, LLC
N/A—6,574-6,574-100%$4.8M———
Heritage Wealth Advisors
N/A—6,562-6,562-100%$4.7M———
Mokan Wealth Management Inc.
N/A—6,519-6,519-100%$4.7M———
Leavell Investment Management, Inc.
N/A—6,500-6,500-100%$4.7M———
Camarda Financial Advisors, LLC
N/A—6,494-6,494-100%$4.7M———
Centaurus Financial, Inc.
N/A—6,419-6,419-100%$4.6M———
Chilton Investment Co Inc.
N/A—6,347-6,347-100%$4.6M———
Main Street Financial Solutions, LLC
N/A—6,329-6,329-100%$4.6M———
Wilson & Boucher Capital Management, LLC
N/A—6,224-6,224-100%$4.5M———
Octavia Wealth Advisors, LLC
N/A—6,206-6,206-100%$4.5M———
Reyl & Cie S.A.
N/A—6,197-6,197-100%$2.1M———
Westpac Banking Corp
N/A—6,166-6,166-100%$4.5M———
Guardian Capital LP
N/A—6,125-6,125-100%$4.4M———
Advyzon Investment Management, LLC
N/A—6,082-6,082-100%$4.4M———
Hantz Financial Services, Inc.
N/A—6,079-6,079-100%$4.4M———
Rothschild Investment LLC
N/A—6,074-6,074-100%$4.4M———
Arrowstreet Capital, Limited Partnership
N/A—6,068-6,068-100%$4.4M———
Crux Wealth Advisors
N/A—6,001-6,001-100%$4.3M———
State Farm Mutual Automobile Insurance Co
N/A—6,000-6,000-100%$4.3M———
Itau Unibanco Holding S.A.
N/A—6,000-6,000-100%$4.3M———
Sphera Management Technology Funds Ltd
N/A—6,000-6,000-100%$4.3M———
Park Place Capital Corp
N/A—5,977-5,977-100%$4.3M———
Elwood Capital Partners LP
N/A—5,851-5,851-100%$4.2M———
Marble Wealth, LLC
N/A—5,790-5,790-100%$4.2M———
SIG Brokerage, LP
N/A—5,788-5,788-100%$4.2M———
Cape ANN Savings Bank
N/A—5,730-5,730-100%$4.1M———
Audent Global Asset Management, LLC
N/A—5,727-5,727-100%$4.1M———
Sassicaia Capital Advisers LLC
N/A—5,690-5,690-100%$4.1M———
Science & Technology Partners, L.P.
N/A—5,670-5,670-100%$4.1M———
Ausdal Financial Partners, Inc.
N/A—5,539-5,539-100%$4.0M———
Rexford Capital Inc
N/A—5,497-5,497-100%$4.0M———
Performance Wealth Partners, LLC
N/A—5,487-5,487-100%$4.0M———
Night Squared LP
N/A—5,423-5,423-100%$3.9M———
Untitled Investments LP
N/A—5,390-5,390-100%$3.9M———
Cozad Asset Management Inc
N/A—5,364-5,364-100%$3.9M———
NorthRock Partners, LLC
N/A—5,364-5,364-100%$3.9M———
Avenir Tech Ltd
N/A—5,354-5,354-100%$3.9M———
Lumbard & Kellner, LLC
N/A—5,350-5,350-100%$3.9M———
Prelude Capital Management, LLC
N/A—5,341-5,341-100%$3.9M———
Van Diest Capital, LLC
N/A—5,249-5,249-100%$3.8M———
Cambria Investment Management, L.P.
N/A—5,172-5,172-100%$3.7M———
Sound View Wealth Advisors Group, LLC
N/A—5,148-5,148-100%$3.7M———
Cheviot Value Management, LLC
N/A—5,136-5,136-100%$3.7M———
Empower Advisory Group, LLC
N/A—5,135-5,135-100%$3.7M———
Intrinsic Value Partners, LLC
N/A—4,877-4,877-100%$3.5M———
Kirtland Hills Capital Management, LLC
N/A—4,876-4,876-100%$3.5M———
Strategic Investment Advisors / MI
N/A—4,860-4,860-100%$3.5M———
Bartlett & Co. Wealth Management LLC
N/A—4,857-4,857-100%$3.5M———
J. Goldman & Co LP
N/A—4,843-4,843-100%$3.5M———
Avanda Investment Management Pte. Ltd.
N/A—4,840-4,840-100%$3.5M———
Candelo Capital Management LP
N/A—4,800-4,800-100%$3.5M———
Sona Asset Management (US) LLC
N/A—4,777-4,777-100%$3.5M———
Darwin Wealth Management, LLC
N/A—4,756-4,756-100%$3.4M———
Arbor Trust Wealth Advisors, LLC
N/A—4,721-4,721-100%$3.4M———
Stratos Wealth Advisors, LLC
N/A—4,719-4,719-100%$3.4M———
Williamson Legacy Group, LLC
N/A—4,712-4,712-100%$3.4M———
Keel Point, LLC
N/A—4,683-4,683-100%$3.4M———
Goldstone Financial Group, LLC
N/A—4,675-4,675-100%$3.4M———
Roberts Glore & Co Inc
N/A—4,659-4,659-100%$3.4M———
L2 Asset Management, LLC
N/A—4,656-4,656-100%$3.4M———
Western Wealth Management, LLC
N/A—4,598-4,598-100%$3.3M———
Pure Financial Advisors, LLC
N/A—4,587-4,587-100%$3.3M———
Delta Investment Management, LLC
N/A—4,557-4,557-100%$3.3M———
Donaldson Capital Management, LLC
N/A—4,536-4,536-100%$3.3M———
Wellspring Financial Advisors, LLC
N/A—4,508-4,508-100%$3.3M———
Resurgent Financial Advisors LLC
N/A—4,507-4,507-100%$3.3M———
BTC Capital Management, Inc.
N/A—4,504-4,504-100%$3.3M———
Globeflex Capital L P
N/A—4,496-4,496-100%$3.3M———
Goldstream Capital Management Ltd
N/A—4,480-4,480-100%$3.2M———
Virtus Investment Advisers, LLC
N/A—4,452-4,452-100%$3.2M———
Lifeworks Advisors, LLC
N/A—4,426-4,426-100%$3.2M———
Keynote Financial Services LLC
N/A—4,416-4,416-100%$3.2M———
Proficio Capital Partners LLC
N/A—4,396-4,396-100%$3.2M———
Spwm Advisors LLC
N/A—4,387-4,387-100%$2.3M———
Palumbo Wealth Management LLC
N/A—4,377-4,377-100%$3.2M———
Everest Private Wealth
N/A—4,375-4,375-100%$3.2M———
Virtus Advisers, LLC
N/A—4,362-4,362-100%$3.2M———
Haverford Trust Co
N/A—4,321-4,321-100%$3.1M———
Potentia Wealth
N/A—4,289-4,289-100%$3.1M———
First Dallas Securities Inc.
N/A—4,275-4,275-100%$3.1M———
Maxele Advisors, LLC
N/A—4,266-4,266-100%$3.1M———
BSW Wealth Partners
N/A—4,222-4,222-100%$3.1M———
SHP Wealth Management
N/A—4,221-4,221-100%$3.1M———
Clough Capital Partners L P
N/A—4,220-4,220-100%$3.1M———
Graham Capital Management, L.P.
N/A—4,210-4,210-100%$3.0M———
Waterloo Capital, L.P.
N/A—4,208-4,208-100%$3.0M———
D L Carlson Investment Group Inc
N/A—4,191-4,191-100%$3.0M———
Waterford Advisors, LLC
N/A—4,131-4,131-100%$235.4K———
Alexis Investment Partners, LLC
N/A—4,111-4,111-100%$2.9M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—4,109-4,109-100%$3.0M———
GTS Securities LLC
N/A—4,107-4,107-100%$3.0M———
Townsquare Capital LLC
N/A—4,092-4,092-100%$3.0M———
Sunflower Bank, N.A.
N/A—4,068-4,068-100%$2.9M———
Stratos Investment Management, LLC
N/A—4,036-4,036-100%$2.9M———
B & T Capital Management DBA Alpha Capital Management
N/A—4,033-4,033-100%$2.9M———
Waddell & Associates, LLC
N/A—4,029-4,029-100%$2.9M———
Northwest & Ethical Investments L.P.
N/A—3,995-3,995-100%$2.9M———
Keystone Financial Services
N/A—3,957-3,957-100%$2.9M———
First Commonwealth Financial Corp
N/A—3,943-3,943-100%$2.9M———
Per Stirling Capital Management, Llc.
N/A—3,942-3,942-100%$2.8M———
denkapparat Operations GmbH
N/A—3,932-3,932-100%$2.8M———
Ceeto Capital Group, LLC
N/A—3,900-3,900-100%$2.8M———
Keebeck Wealth Management
N/A—3,896-3,896-100%$2.8M———
T. Rowe Price Investment Management, Inc.
N/A—3,855-3,855-100%$2.8M———
Pettyjohn, Wood & White, Inc
N/A—3,839-3,839-100%$2.8M———
Quent Capital, LLC
N/A—3,832-3,832-100%$2.8M———
Ramirez Asset Management, Inc.
N/A—3,832-3,832-100%$2.8M———
Douglass Winthrop Advisors, LLC
N/A—3,830-3,830-100%$2.8M———
Prosperity Consulting Group, LLC
N/A—3,806-3,806-100%$2.8M———
BHK Investment Advisors, LLC
N/A—3,803-3,803-100%$2.7M———
RiverGlades Family Offices LLC
N/A—3,758-3,758-100%$2.7M———
Watershed Asset Management, L.L.C.
N/A—3,750-3,750-100%$2.7M———
Pettee Investors, Inc.
N/A—3,748-3,748-100%$2.7M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,740-3,740-100%$2.7M———
SageView Advisory Group, LLC
N/A—3,739-3,739-100%$2.7M———
Essex Financial Services, Inc.
N/A—3,729-3,729-100%$2.7M———
Davis R M Inc
N/A—3,728-3,728-100%$2.7M———
Kiley Juergens Wealth Management, LLC
N/A—3,710-3,710-100%$2.7M———
Tiemann Investment Advisors, LLC
N/A—3,705-3,705-100%$2.7M———
USA Financial Formulas
N/A—3,689-3,689-100%$2.7M———
SouthState Bank Corp
N/A—3,594-3,594-100%$2.6M———
Zevin Asset Management LLC
N/A—3,587-3,587-100%$2.6M———
Optas, LLC
N/A—3,548-3,548-100%$2.6M———
Icon Wealth Advisors, LLC
N/A—3,536-3,536-100%$2.6M———
Transcend Capital Advisors, LLC
N/A—3,489-3,489-100%$2.5M———
Quotient Wealth Partners, LLC
N/A—3,480-3,480-100%$2.5M———
Oxford Financial Group, Ltd. LLC
N/A—3,480-3,480-100%$2.5M———
Sandler Capital Management
N/A—3,472-3,472-100%$2.5M———
Stoneridge Investment Partners LLC
N/A—3,471-3,471-100%$1.8K———
Drive Wealth Management, LLC
N/A—3,452-3,452-100%$2.5M———
Regal Investment Advisors LLC
N/A—3,440-3,440-100%$2.5M———
Seascape Capital Management
N/A—3,439-3,439-100%$2.5M———
PCM Encore, LLC
N/A—3,423-3,423-100%$2.5M———
CIM Investment Management Inc
N/A—3,412-3,412-100%$2.5M———
New Paradigm Capital Management, LLC
N/A—3,400-3,400-100%$2.5M———
Everpar Advisors LLC
N/A—3,400-3,400-100%$2.5M———
Systematic Financial Management LP
N/A—3,400-3,400-100%$2.5M———
Bamco Inc
N/A—3,392-3,392-100%$2.5M———
Fielder Capital Group LLC
N/A—3,391-3,391-100%$2.5M———
Gateway Wealth Partners, LLC
N/A—3,367-3,367-100%$2.4M———
SGL Investment Advisors, Inc.
N/A—3,356-3,356-100%$1.8M———
Aviso Financial Inc.
N/A—3,341-3,341-100%$2.4M———
PeakShares LLC
N/A—3,340-3,340-100%$2.4M———
Old Mission Capital LLC
N/A—3,338-3,338-100%$2.4M———
Madison Wealth Partners, Inc
N/A—3,312-3,312-100%$2.4M———
Alteri Wealth LLC
N/A—3,312-3,312-100%$2.4M———
Guardian Wealth Advisors, LLC / NC
N/A—3,299-3,299-100%$2.4M———
Ameriflex Group, Inc.
N/A—3,291-3,291-100%$2.4M———
Basecamp Wealth Advisors LLC
N/A—3,286-3,286-100%$2.4M———
Empirical Asset Management, LLC
N/A—3,285-3,285-100%$2.4M———
Planning Directions Inc
N/A—3,259-3,259-100%$2.4M———
AXQ Capital, LP
N/A—3,234-3,234-100%$2.3M———
1776 Wealth LLC
N/A—3,232-3,232-100%$2.3M———
Morse Asset Management, Inc
N/A—3,228-3,228-100%$2.3M———
Beto Financial Group, LLC
N/A—3,182-3,182-100%$1.7M———
Monetary Management Group Inc
N/A—3,170-3,170-100%$2.3M———
Whittier Trust Co of Nevada Inc
N/A—3,144-3,144-100%$1.7M———
AR Asset Management Inc
N/A—3,075-3,075-100%$2.2M———
Prestige Wealth Management Group LLC
N/A—3,074-3,074-100%$2.2M———
Fukoku Mutual Life Insurance Co
N/A—3,030-3,030-100%$2.2M———
Element Squared LLC
N/A—3,028-3,028-100%$2.2M———
Ethos Financial Group, LLC
N/A—3,024-3,024-100%$1.5M———
Field & Main Bank
N/A—2,980-2,980-100%$2.2M———
Fullerton Fund Management Co Ltd.
N/A—2,967-2,967-100%$2.1M———
Thompson David Blair
N/A—2,960-2,960-100%$2.1M———
Heartland Bank & Trust Co
N/A—2,937-2,937-100%$2.1M———
Viawealth, LLC
N/A—2,936-2,936-100%$2.1M———
RD Lewis Holdings, Inc.
N/A—2,935-2,935-100%$1.6M———
Stevens Capital Management LP
N/A—2,931-2,931-100%$2.1M———
Sandy Cove Advisors, LLC
N/A—2,907-2,907-100%$2.1M———
Hilltop Holdings Inc.
N/A—2,905-2,905-100%$2.1M———
Cercano Management LLC
N/A—2,896-2,896-100%$2.1M———
Crewe Advisors LLC
N/A—2,889-2,889-100%$2.1M———
Scientech Research LLC
N/A—2,881-2,881-100%$2.1M———
McGowan Group Asset Management, Inc.
N/A—2,871-2,871-100%$2.1M———
DV Equities, LLC
N/A—2,870-2,870-100%$2.1M———
Alesco Advisors, LLC, An ESL Co
N/A—2,867-2,867-100%$2.1M———
Range Advisory, LLC
N/A—2,866-2,866-100%$2.1M———
Sonoma Private Wealth LLC
N/A—2,861-2,861-100%$2.1M———
Tower Bridge Advisors
N/A—2,841-2,841-100%$2.1M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—2,828-2,828-100%$2.0M———
Allium Financial Advisors, LLC
N/A—2,822-2,822-100%$2.0M———
Capstone Financial Advisors, Inc.
N/A—2,804-2,804-100%$2.0M———
Gabelli & Co Investment Advisers, Inc.
N/A—2,800-2,800-100%$2.0M———
Fortis Capital Advisors, LLC
N/A—2,763-2,763-100%$2.0M———
PlanVest Financial, Inc
N/A—2,758-2,758-100%$2.0M———
Rodgers Brothers Inc.
N/A—2,745-2,745-100%$2.0M———
Brookwood Investment Group LLC
N/A—2,744-2,744-100%$2.0M———
WealthTrust Axiom LLC
N/A—2,741-2,741-100%$2.0M———
FWG Holdings, LLC
N/A—2,729-2,729-100%$1.5M———
Eventide Asset Management, LLC
N/A—2,722-2,722-100%$2.0M———
Ritter Daniher Financial Advisory LLC / de
N/A—2,698-2,698-100%$2.0M———
Richmond Brothers, Inc.
N/A—2,670-2,670-100%$1.9M———
Dockside LLC
N/A—2,668-2,668-100%$1.9M———
Bank Hapoalim BM
N/A—2,661-2,661-100%$1.9M———
Schrum Private Wealth Management LLC
N/A—2,657-2,657-100%$922.6K———
Calton & Associates, Inc.
N/A—2,655-2,655-100%$1.9M———
Sirios Capital Management L P
N/A—2,631-2,631-100%$1.9M———
IAM Advisory, LLC
N/A—2,631-2,631-100%$1.9M———
Strategies Wealth Advisors, LLC
N/A—2,610-2,610-100%$1.9M———
CVA Family Office, LLC
N/A—2,566-2,566-100%$1.9M———
Crawford Investment Counsel Inc
N/A—2,562-2,562-100%$1.9M———
Edgestream Partners, L.P.
N/A—2,551-2,551-100%$1.8M———
QVT Financial LP
N/A—2,550-2,550-100%$1.8M———
Philadelphia Investment Partners, LLC
N/A—2,548-2,548-100%$1.4M———
Financial Engines Advisors L.L.C.
N/A—2,522-2,522-100%$1.8M———
RB Capital Management, LLC
N/A—2,521-2,521-100%$1.8M———
Greenwoods Asset Management Hong Kong Ltd.
N/A—2,520-2,520-100%$1.8M———
VeraBank, N.A.
N/A—2,508-2,508-100%$1.8M———
RiverFront Investment Group, LLC
N/A—2,474-2,474-100%$1.8M———
Perennial Investment Advisors, LLC
N/A—2,472-2,472-100%$1.8M———
Measured Wealth Private Client Group, LLC
N/A—2,469-2,469-100%$1.8M———
Maverick Capital LTD
N/A—2,468-2,468-100%$1.8M———
West Family Investments, Inc.
N/A—2,463-2,463-100%$1.8M———
McLaughlin Asset Management, Inc.
N/A—2,453-2,453-100%$1.8M———
Silver Coast Investments LLC
N/A—2,412-2,412-100%$1.7M———
Sonoma Allocations LLC
N/A—2,410-2,410-100%$1.6M———
Transamerica Financial Advisors, LLC
N/A—2,391-2,391-100%$1.7M———
Thoroughbred Financial Services, LLC
N/A—2,388-2,388-100%$1.7M———
44 Wealth Management LLC
N/A—2,381-2,381-100%$1.7M———
Signet Private Wealth LLC
N/A—2,368-2,368-100%$1.7M———
Winslow Capital Management, LLC
N/A—2,360-2,360-100%$1.7M———
Meiji Yasuda Life Insurance Co
N/A—2,351-2,351-100%$1.7M———
Thomasville National Bank
N/A—2,332-2,332-100%$1.7M———
Skandinaviska Enskilda Banken AB (publ)
N/A—2,316-2,316-100%$1.7M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,302-2,302-100%$1.7M———
Peloton Wealth Strategists
N/A—2,300-2,300-100%$1.7M———
Cary Street Partners Investment Advisory LLC
N/A—2,299-2,299-100%$1.7M———
First National Bank of Hutchinson
N/A—2,296-2,296-100%$1.7M———
1ST Source Bank
N/A—2,295-2,295-100%$1.7M———
One Wealth Advisors, LLC
N/A—2,293-2,293-100%$1.7M———
Tranquilli Financial Advisor LLC
N/A—2,265-2,265-100%$1.6M———
Wall Street Financial Group, Inc.
N/A—2,260-2,260-100%$1.6M———
Noble Wealth Partners LLC
N/A—2,250-2,250-100%$1.6M———
Athena Investment Management
N/A—2,236-2,236-100%$1.6M———
Circle Wealth Management, LLC
N/A—2,231-2,231-100%$1.6M———
Evolve Private Wealth, LLC
N/A—2,225-2,225-100%$1.6M———
Birchcreek Wealth Management, LLC
N/A—2,213-2,213-100%$1.6M———
Caldwell Investment Management Ltd.
N/A—2,200-2,200-100%$1.6M———
Pgim Custom Harvest LLC
N/A—2,199-2,199-100%$1.6M———
Cyber Hornet ETFs LLC
N/A—2,165-2,165-100%$1.6M———
Wallace Hart LLC
N/A—2,162-2,162-100%$1.6M———
Storgate, LLC
N/A—2,160-2,160-100%$1.6M———
Addison Capital Co
N/A—2,148-2,148-100%$1.6M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—2,145-2,145-100%$1.6M———
Galaxy Digital Capital Management GP LLC
N/A—2,140-2,140-100%$1.5M———
O'rourke & Company, Inc
N/A—2,138-2,138-100%$1.5M———
Silver OAK Securities, Incorporated
N/A—2,118-2,118-100%$1.5M———
Wellington-Altus USA Inc.
N/A—2,102-2,102-100%$718.4K———
JMN Financial LLC
N/A—2,101-2,101-100%$1.5M———
Expressive Wealth LLC
N/A—2,098-2,098-100%$1.5M———
VestGen Investment Management
N/A—2,061-2,061-100%$1.5M———
MainStreet Investment Advisors LLC
N/A—2,054-2,054-100%$1.5M———
HighPoint Advisor Group LLC
N/A—2,050-2,050-100%$1.5M———
BFC Planning, Inc.
N/A—2,045-2,045-100%$1.5M———
Fortress Private Ledger, LLC
N/A—2,036-2,036-100%$1.5M———
Parus Finance (UK) Ltd
N/A—2,035-2,035-100%$1.5M———
Corient IA LP
N/A—2,030-2,030-100%$1.5M———
River Wealth Advisors LLC
N/A—2,028-2,028-100%$1.5M———
OneAscent Financial Services LLC
N/A—2,005-2,005-100%$1.4M———
Paradigm Capital Management Inc
N/A—2,000-2,000-100%$1.4M———
Keyvantage Wealth, LLC
N/A—1,992-1,992-100%$1.4M———
Trivium Point Advisory, LLC
N/A—1,987-1,987-100%$1.4M———
New Republic Capital, LLC
N/A—1,963-1,963-100%$1.4M———
Harris Associates L P
N/A—1,945-1,945-100%$1.4M———
Redwood Investment Management, LLC
N/A—1,941-1,941-100%$1.4M———
CMT Capital Markets Trading GmbH
N/A—1,924-1,924-100%$1.4M———
Veridan Wealth LLC
N/A—1,913-1,913-100%$1.4M———
Vantage Point Financial LLC
N/A—1,900-1,900-100%$1.4M———
Trustmark Bank Trust Department
N/A—1,899-1,899-100%$1.4M———
Barnes Pettey Financial Advisors, LLC
N/A—1,885-1,885-100%$1.4M———
Meadowbrook Advisors Group, LLC
N/A—1,868-1,868-100%$1.4M———
Strategic Wealth Partners, Ltd.
N/A—1,868-1,868-100%$1.4M———
Kerr Financial Planning Corp
N/A—1,861-1,861-100%$1.3M———
Wrapmanager Inc
N/A—1,855-1,855-100%$1.3M———
MJP Associates Inc
N/A—1,844-1,844-100%$1.3M———
WFA of San Diego, LLC
N/A—1,836-1,836-100%$981.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,834-1,834-100%$1.3M———
MidFirst Bank
N/A—1,830-1,830-100%$1.3M———
Magnolia Capital Advisors LLC
N/A—1,822-1,822-100%$1.3M———
EWA, LLC
N/A—1,818-1,818-100%$1.3M———
Aimz Investment Advisors, LLC
N/A—1,808-1,808-100%$1.3M———
Adalta Capital Management LLC
N/A—1,800-1,800-100%$1.3M———
Olde Wealth Management, LLC
N/A—1,800-1,800-100%$1.3M———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,795-1,795-100%$1.3M———
Spirepoint Private Client, LLC
N/A—1,794-1,794-100%$1.3M———
RED Reef Advisors LLC
N/A—1,794-1,794-100%$1.3M———
Osborne Partners Capital Management, LLC
N/A—1,775-1,775-100%$1.3M———
ODonnell Financial Services, LLC
N/A—1,757-1,757-100%$1.3M———
Red Door Wealth Management, LLC
N/A—1,754-1,754-100%$1.3M———
One Wealth Map LLC
N/A—1,739-1,739-100%$759.0K———
Sagewood Asset Management LP
N/A—1,700-1,700-100%$1.2M———
Sanchez Levi Garrett
N/A—1,698-1,698-100%$1.2M———
Alexander Labrunerie & Co., Inc.
N/A—1,694-1,694-100%$1.2M———
Sargent Investment Group, LLC
N/A—1,692-1,692-100%$1.2M———
Odyssean, LLC
N/A—1,688-1,688-100%$1.2M———
Allred Capital Management, LLC
N/A—1,683-1,683-100%$1.2M———
Astoria Portfolio Advisors Llc.
N/A—1,680-1,680-100%$1.2M———
BlackDiamond Wealth Management, LLC
N/A—1,670-1,670-100%$871.9K———
Khazanah Nasional Berhad
N/A—1,664-1,664-100%$1.2M———
Cannell & Spears LLC
N/A—1,663-1,663-100%$1.2M———
Hills Bank & Trust Co
N/A—1,659-1,659-100%$1.2M———
Mosaic Financial Group, LLC
N/A—1,658-1,658-100%$1.2M———
Portland Global Advisors LLC
N/A—1,655-1,655-100%$1.2M———
LRI Investments, LLC
N/A—1,650-1,650-100%$1.2M———
Lcnb Corp
N/A—1,646-1,646-100%$1.2M———
Ponta Wealth Partners, LLC
N/A—1,643-1,643-100%$1.2M———
HighVista Strategies LLC
N/A—1,640-1,640-100%$1.2M———
Libra Wealth LLC
N/A—1,630-1,630-100%$1.2M———
Citizens Business Bank
N/A—1,623-1,623-100%$1.2M———
American Trust
N/A—1,622-1,622-100%$1.2M———
Cahill Financial Advisors Inc
N/A—1,619-1,619-100%$1.2M———
J. Stern & Co. LLP
N/A—1,600-1,600-100%$1.2M———
Orleans Capital Management Corp
N/A—1,600-1,600-100%$1.2M———
Founders Financial Alliance, LLC
N/A—1,597-1,597-100%$1.2M———
UP Strategic Wealth Investment Advisors LLC
N/A—1,590-1,590-100%$849.4K———
Saturna Capital Corp
N/A—1,590-1,590-100%$1.1M———
Tradition Wealth Management, LLC
N/A—1,589-1,589-100%$1.1M———
SBI Okasan Asset Management Co.Ltd.
N/A—1,586-1,586-100%$1.1M———
Yarger Wealth Strategies, LLC
N/A—1,578-1,578-100%$950.8K———
SCS Capital Management LLC
N/A—1,568-1,568-100%$1.1M———
Widmann Financial Services, Inc.
N/A—1,565-1,565-100%$1.1M———
AdvisorShares Investments LLC
N/A—1,562-1,562-100%$1.1M———
Heartland Advisors Inc
N/A—1,559-1,559-100%$1.1M———
Magnetar Financial LLC
N/A—1,547-1,547-100%$1.1M———
Vantus Wealth LLC
N/A—1,518-1,518-100%$1.1M———
Capital Analysts, LLC
N/A—1,510-1,510-100%$1.1M———
Element Wealth, LLC
N/A—1,497-1,497-100%$1.1M———
Paradigm Capital Management, LLC
N/A—1,490-1,490-100%$1.1M———
Glen Eagle Advisors, LLC
N/A—1,488-1,488-100%$1.1M———
Sovereign Financial Group, Inc.
N/A—1,476-1,476-100%$1.1M———
Oxford Wealth Group, LLC
N/A—1,475-1,475-100%$1.1M———
Basepoint Wealth LLC
N/A—1,462-1,462-100%$1.1M———
Bollard Group LLC
N/A—1,459-1,459-100%$1.1M———
Keystone Financial Group
N/A—1,450-1,450-100%$1.0M———
Private Wealth Asset Management, LLC
N/A—1,449-1,449-100%$1.0M———
Heritage Trust Co
N/A—1,448-1,448-100%$1.0M———
ABS Investment Management LLC
N/A—1,446-1,446-100%$1.3M———
Twin Peaks Wealth Advisors, LLC
N/A—1,446-1,446-100%$1.0M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,435-1,435-100%$1.0M———
W1m Asset Management Ltd
N/A—1,417-1,417-100%$1.0M———
Entelevest, LLC
N/A—1,416-1,416-100%$1.0M———
Berger Financial Group, Inc
N/A—1,406-1,406-100%$1.0M———
TRB Wealth Management, LLC
N/A—1,390-1,390-100%$1.0M———
PCG Wealth Advisors, LLC
N/A—1,379-1,379-100%$996.7K———
Sivia Capital Partners, LLC
N/A—1,372-1,372-100%$992.0K———
Mainstay Capital Management LLC
N/A—1,361-1,361-100%$984.0K———
OneAscent Family Office, LLC
N/A—1,357-1,357-100%$980.8K———
TFR Capital, Llc.
N/A—1,351-1,351-100%$976.8K———
Laffer Tengler Investments, Inc.
N/A—1,350-1,350-100%$976.1K———
Mayflower Financial Advisors, LLC
N/A—1,346-1,346-100%$973.2K———
Josh Arnold Investment Consultant, LLC
N/A—1,345-1,345-100%$972.4K———
Teucrium Investment Advisors, LLC
N/A—1,342-1,342-100%$970.3K———
Chase Investment Counsel Corp
N/A—1,341-1,341-100%$969.0K———
Round Rock Advisors LLC
N/A—1,333-1,333-100%$963.8K———
Continuum Advisory, LLC
N/A—1,331-1,331-100%$962.3K———
Kane Investment Management, Inc.
N/A—1,314-1,314-100%$950.2K———
Arkos Global Advisors
N/A—1,313-1,313-100%$950.0K———
Rothschild Wealth LLC
N/A—1,311-1,311-100%$947.9K———
First Western Trust Bank
N/A—1,303-1,303-100%$942.1K———
Stonebrook Private Inc.
N/A—1,302-1,302-100%$941.0K———
S Harris Financial Group, LLC
N/A—1,291-1,291-100%$933.5K———
Auxier Asset Management LLC
N/A—1,283-1,283-100%$927.6K———
Brave Asset Management Inc
N/A—1,282-1,282-100%$926.9K———
Parkwoods Wealth Partners, LLC
N/A—1,279-1,279-100%$924.7K———
Planning Alternatives LTD
N/A—1,266-1,266-100%$915.3K———
Landing Point Financial Group, LLC
N/A—1,265-1,265-100%$914.6K———
Slagle Financial, LLC
N/A—1,262-1,262-100%$912.5K———
Dash Acquisitions Inc.
N/A—1,260-1,260-100%$690.7K———
Continental Investors Services, Inc.
N/A—1,256-1,256-100%$671.0K———
SPX Gestao de Recursos Ltda
N/A—1,250-1,250-100%$903.8K———
Wealth Advisors of Iowa, LLC
N/A—1,245-1,245-100%$900.1K———
Mason & Associates Inc
N/A—1,240-1,240-100%$896.5K———
Trinity Legacy Partners, LLC
N/A—1,238-1,238-100%$694.2K———
Permanent Capital Management, LP
N/A—1,233-1,233-100%$891.5K———
Bank of Hawaii
N/A—1,226-1,226-100%$886.4K———
J. M. Brown & Associates Inc.
N/A—1,225-1,225-100%$885.8K———
Red Wave Investments LLC
N/A—1,214-1,214-100%$877.7K———
Jaffetilchin Investment Partners, LLC
N/A—1,207-1,207-100%$872.3K———
MRP Capital Investments, LLC
N/A—1,205-1,205-100%$871.2K———
Consilio Wealth Advisors, LLC
N/A—1,199-1,199-100%$866.8K———
Sequent Asset Management, LLC
N/A—1,197-1,197-100%$865.4K———
Castle Wealth Management LLC
N/A—1,188-1,188-100%$858.9K———
one8zero8, LLC
N/A—1,185-1,185-100%$856.8K———
Atlas Legacy Advisors, LLC
N/A—1,180-1,180-100%$713.9K———
Legacy Wealth Advisors, LLC
N/A—1,178-1,178-100%$851.7K———
Stonebridge Financial Group, LLC / MO
N/A—1,163-1,163-100%$840.8K———
Resolute Capital, LLC
N/A—1,153-1,153-100%$833.9K———
Harbor Advisory Corp
N/A—1,150-1,150-100%$831.5K———
Delta Asset Management LLC
N/A—1,148-1,148-100%$830.3K———
Webster Bank, N. A.
N/A—1,147-1,147-100%$829.3K———
Alamea Verwaltungs GmbH
N/A—1,129-1,129-100%$816.3K———
Acorns Advisers, LLC
N/A—1,128-1,128-100%$816.0K———
Seldon Capital LP
N/A—1,125-1,125-100%$813.4K———
German American Bancorp, Inc.
N/A—1,124-1,124-100%$812.7K———
Ellenbecker Investment Group
N/A—1,121-1,121-100%$810.6K———
Infrastructure Capital Advisors, LLC
N/A—1,120-1,120-100%$809.8K———
First Financial Bankshares Inc
N/A—1,114-1,114-100%$805.4K———
Fund Advisors of America Inc
N/A—1,112-1,112-100%$803.8K———
Klcm Advisors, Inc.
N/A—1,111-1,111-100%$803.5K———
Tidemark, LLC
N/A—1,110-1,110-100%$802.2K———
Satovsky Asset Management LLC
N/A—1,107-1,107-100%$800.5K———
Marco Investment Management LLC
N/A—1,103-1,103-100%$797.5K———
CastleKnight Management LP
N/A—1,100-1,100-100%$795.3K———
Centric Wealth Management
N/A—1,098-1,098-100%$429.8K———
Northstar Group, Inc.
N/A—1,098-1,098-100%$793.8K———
North Star Asset Management Inc
N/A—1,097-1,097-100%$793.1K———
Atlanta Consulting Group Advisors, LLC
N/A—1,092-1,092-100%$789.5K———
Financial Advisors Network, Inc.
N/A—1,091-1,091-100%$788.8K———
Hudson Value Partners, LLC
N/A—1,090-1,090-100%$788.1K———
Verdad Advisers, LP
N/A—1,089-1,089-100%$787.3K———
Westwood Holdings Group Inc
N/A—1,087-1,087-100%$785.9K———
Bouchey Financial Group, Ltd.
N/A—1,086-1,086-100%$785.2K———
Oder Investment Management, LLC
N/A—1,083-1,083-100%$783.0K———
Warther Private Wealth, LLC
N/A—1,082-1,082-100%$782.3K———
LaSalle St. Investment Advisors, LLC
N/A—1,080-1,080-100%$780.6K———
Becker Capital Management Inc
N/A—1,070-1,070-100%$773.7K———
Hartree Partners, LP
N/A—1,070-1,070-100%$773.6K———
Bravias Capital Group, LLC
N/A—1,070-1,070-100%$773.3K———
Walter & Keenan Wealth Management LLC
N/A—1,067-1,067-100%$771.4K———
Farmers National Bank
N/A—1,063-1,063-100%$768.5K———
Apriem Advisors
N/A—1,056-1,056-100%$763.5K———
Fiduciary Financial Advisors
N/A—1,054-1,054-100%$756.7K———
Daybright Advisory Services, Inc.
N/A—1,052-1,052-100%$534.3K———
SlateStone Wealth, LLC
N/A—1,050-1,050-100%$759.0K———
Jackson Thornton Wealth Management, LLC
N/A—1,025-1,025-100%$741.1K———
Compass Capital Corp
N/A—1,023-1,023-100%$547.8K———
WNY Asset Management, LLC
N/A—1,009-1,009-100%$729.4K———
Spinnaker Trust
N/A—1,000-1,000-100%$723.0K———
Cohen & Steers, Inc.
N/A—1,000-1,000-100%$723.0K———
Safeguard Investment Advisory Group, LLC
N/A—1,000-1,000-100%$722.9K———
All Terrain Financial Advisors, LLC
N/A—1,000-1,000-100%$723.0K———
Cetera Trust Company, N.a
N/A—998-998-100%$721.6K———
Westshore Wealth, LLC
N/A—992-992-100%$717.2K———
Wealth Management Associates, Inc.
N/A—988-988-100%$714.3K———
Summitry LLC
N/A—984-984-100%$711.7K———
Ballast Advisors LLC
N/A—982-982-100%$710.0K———
Muirfield Wealth Advisors LLC
N/A—981-981-100%$709.1K———
Elgethun Capital Management
N/A—980-980-100%$708.5K———
GW&K Investment Management, LLC
N/A—974-974-100%$704.0K———
Invst, LLC
N/A—973-973-100%$703.5K———
National Philanthropic Trust
N/A—973-973-100%$703.5K———
Moment Partners, LLC
N/A—973-973-100%$703.5K———
Hobbs Group Advisors, LLC
N/A—972-972-100%$702.5K———
Keating Financial Advisory Services, Inc.
N/A—966-966-100%$698.4K———
Wescott Financial Advisory Group, LLC
N/A—962-962-100%$695.9K———
Innovative Asset Advisors Group, LLC
N/A—961-961-100%$694.9K———
Brave Warrior Advisors, LLC
N/A—961-961-100%$694.8K———
Laidlaw Wealth Management LLC
N/A—956-956-100%$690.9K———
Berkshire Asset Management LLC
N/A—955-955-100%$690.5K———
Mustico Financial Group, Inc.
N/A—955-955-100%$552.6K———
CNB Bank
N/A—954-954-100%$689.7K———
Second Line Capital, LLC
N/A—952-952-100%$688.3K———
Kickstand Ventures, Llc.
N/A—951-951-100%$687.3K———
Westfuller Advisors, LLC
N/A—950-950-100%$686.8K———
New World Advisors LLC
N/A—949-949-100%$686.1K———
Greenland Capital Management LP
N/A—944-944-100%$682.5K———
Star Financial Bank
N/A—933-933-100%$674.6K———
South Plains Financial, Inc.
N/A—931-931-100%$673.1K———
Tiaa Trust, National Association
N/A—929-929-100%$671.7K———
Hollencrest Capital Management
N/A—919-919-100%$664.4K———
Texas Capital Bank Wealth Management Services Inc
N/A—915-915-100%$661.5K———
Sharp Wealth Advisory, LLC
N/A—907-907-100%$655.8K———
Avise Financial Cooperative, Inc.
N/A—907-907-100%$655.8K———
Aventura Private Wealth, LLC
N/A—905-905-100%$654.3K———
Strive Financial Group,LLC
N/A—904-904-100%$653.6K———
Investor's Fiduciary Advisor Network, LLC
N/A—901-901-100%$651.0K———
Hexagon Capital Partners LLC
N/A—901-901-100%$651.4K———
Calydon Capital
N/A—899-899-100%$650.0K———
Steigerwald, Gordon & Koch Inc.
N/A—895-895-100%$646.8K———
MTM Financial Group, LLC
N/A—895-895-100%$647.1K———
Rice Partnership, LLC
N/A—894-894-100%$646.4K———
Advance Capital Management, Inc.
N/A—893-893-100%$645.3K———
Lotus Technology Management, LP
N/A—885-885-100%$800.3K———
Sittner & Nelson, LLC
N/A—877-877-100%$634.1K———
Francis Financial, Inc.
N/A—876-876-100%$633.3K———
Cascade Financial Partners, LLC
N/A—874-874-100%$631.9K———
Broyhill Asset Management, LLC
N/A—860-860-100%$621.8K———
STG Securities, LLC
N/A—854-854-100%$617.4K———
F/m Investments LLC
N/A—854-854-100%$617.4K———
Wayfinding Financial, LLC
N/A—852-852-100%$615.0K———
Vectors Research Management, LLC
N/A—850-850-100%$614.6K———
Tudor Financial Inc.
N/A—850-850-100%$614.6K———
American Financial Advisors, LLC
N/A—846-846-100%$611.9K———
Markin Volterra Fund LP
N/A—839-839-100%$606.6K———
Turner Financial Group, Inc.
N/A—833-833-100%$602.2K———
Northstar Asset Management Inc
N/A—832-832-100%$601.5K———
Frazier Financial Advisors, LLC
N/A—828-828-100%$598.6K———
Cofg Advisors, LLC
N/A—825-825-100%$596.7K———
New Insight Wealth Advisors
N/A—817-817-100%$590.7K———
King Wealth Management Group
N/A—817-817-100%$590.0K———
Summit Wealth Group, LLC
N/A—809-809-100%$584.9K———
Eaton Financial Holdings Company, LLC
N/A—801-801-100%$579.1K———
Cornerstone Capital, Inc.
N/A—800-800-100%$578.4K———
Morris Financial Concepts, Inc.
N/A—800-800-100%$578.4K———
Ninepoint Partners LP
N/A—797-797-100%$576.2K———
Boston Research & Management Inc
N/A—795-795-100%$574.8K———
Mizuho Markets Cayman LP
N/A—783-783-100%$566.1K———
Chesapeake Wealth Management
N/A—777-777-100%$561.8K———
Ruggaard & Associates LLC
N/A—758-758-100%$548.0K———
Old North State Trust, LLC
N/A—758-758-100%$548.0K———
Prosperity Bancshares Inc
N/A—756-756-100%$546.6K———
Kensington Investment Counsel, LLC
N/A—754-754-100%$545.1K———
Kera Capital Partners, Inc.
N/A—746-746-100%$539.1K———
Causey Wealth LLC
N/A—743-743-100%$536.8K———
Purpose Unlimited Inc.
N/A—740-740-100%$535.0K———
Tripletail Wealth Management, LLC
N/A—739-739-100%$445.6K———
Xcelsior Advisor Partners LLC
N/A—730-730-100%$527.8K———
Mizuho Markets Americas LLC
N/A—730-730-100%$527.8K———
Gilbert & Cook, Inc.
N/A—730-730-100%$527.5K———
Mayport, LLC
N/A—728-728-100%$526.6K———
American Alpha Advisors, LLC
N/A—724-724-100%$523.5K———
Van Hulzen Asset Management, LLC
N/A—722-722-100%$522.0K———
Panoramic Capital Partners, LLC
N/A—720-720-100%$520.6K———
Winton Group Ltd
N/A—720-720-100%$520.6K———
Meridian Wealth Partners, LLC
N/A—716-716-100%$517.4K———
WealthCollab, LLC
N/A—716-716-100%$517.9K———
Whalerock Point Partners, LLC
N/A—708-708-100%$511.9K———
Rialto Wealth Management, LLC
N/A—708-708-100%$512.1K———
Westmount Partners, LLC
N/A—706-706-100%$510.4K———
Chatterton & Associates Inc.
N/A—703-703-100%$413.8K———
Vance Wealth, LLC
N/A—703-703-100%$508.6K———
Hirtle & Co., LLC
N/A—702-702-100%$507.5K———
Arcus Capital Partners, LLC
N/A—697-697-100%$503.9K———
Smith, Moore & Co.
N/A—693-693-100%$501.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—674-674-100%$487.3K———
CMC Financial Group
N/A—666-666-100%$481.5K———
Freestone Grove Partners LP
N/A—663-663-100%$479.3K———
Capital Investment Management, Inc.
N/A—662-662-100%$478.6K———
Claris Advisors, LLC / MO /
N/A—661-661-100%$477.9K———
Flatrock Wealth Partners LLC
N/A—660-660-100%$477.1K———
CFO4Life Group, LLC
N/A—656-656-100%$474.3K———
Bellevue Asset Management, LLC
N/A—654-654-100%$472.8K———
Aspen Grove Capital, LLC
N/A—653-653-100%$472.1K———
Parker Investment Management, LLC
N/A—650-650-100%$470.0K———
Saiph Capital, LLC
N/A—650-650-100%$470.0K———
Topsail Wealth Management, LLC
N/A—648-648-100%$468.5K———
Traub Capital Management LLC
N/A—647-647-100%$467.7K———
Betterment LLC
N/A—646-646-100%$467.0K———
Aspiring Ventures, LLC
N/A—645-645-100%$466.3K———
TAGStone Capital, Inc.
N/A—639-639-100%$462.0K———
Wealth Alliance, LLC
N/A—633-633-100%$457.7K———
Brand Asset Management Group, Inc.
N/A—632-632-100%$456.9K———
LeClair Wealth Partners LLC
N/A—628-628-100%$453.7K———
Ironwood Investment Counsel, LLC
N/A—627-627-100%$453.5K———
Blalock Williams, LLC
N/A—627-627-100%$453.3K———
Tulsa Wealth Advisors, Inc
N/A—626-626-100%$452.7K———
PAX Financial Group, LLC
N/A—622-622-100%$449.7K———
Bridgefront Capital, LLC
N/A—618-618-100%$446.8K———
Stonebridge Financial Group, LLC
N/A—614-614-100%$443.0K———
Alpine Woods Capital Investors, LLC
N/A—613-613-100%$443.2K———
Wealthedge Investment Advisors, LLC
N/A—610-610-100%$441.1K———
Orcam Financial Group
N/A—610-610-100%$441.0K———
Algert Global LLC
N/A—604-604-100%$436.7K———
iSAM Funds (UK) Ltd
N/A—600-600-100%$433.8K———
X-Square Capital, LLC
N/A—600-600-100%$434.0K———
Brendel Financial Advisors LLC
N/A—600-600-100%$433.8K———
Beaton Management Co. Inc.
N/A—600-600-100%$434.0K———
AssuredPartners Investment Advisors, LLC
N/A—599-599-100%$433.2K———
CIM, LLC
N/A—598-598-100%$432.4K———
CCG Wealth Management, LLC
N/A—589-589-100%$425.8K———
Caldwell Sutter Capital, Inc.
N/A—584-584-100%$422.2K———
1248 Management, LLC
N/A—582-582-100%$420.8K———
Spectrum Investment Advisors, Inc.
N/A—581-581-100%$420.1K———
Northeast Planning Associates, Inc. / NH /
N/A—575-575-100%$415.7K———
Brio Consultants, LLC
N/A—574-574-100%$415.0K———
Novak & Powell Financial Services, Inc.
N/A—567-567-100%$409.6K———
Clarendon Private LLC
N/A—566-566-100%$409.2K———
Quantum Portfolio Management LLC
N/A—565-565-100%$408.5K———
Faithward Advisors, LLC
N/A—565-565-100%$408.6K———
Bernard Wealth Management Corp.
N/A—563-563-100%$407.0K———
Wealthquest Corp
N/A—558-558-100%$403.4K———
Polar Asset Management Partners Inc.
N/A—555-555-100%$401.3K———
Abound Financial, LLC
N/A—553-553-100%$399.8K———
Holistic Financial Partners
N/A—548-548-100%$396.2K———
Bull Harbor Capital LLC
N/A—547-547-100%$395.5K———
FreeGulliver LLC
N/A—547-547-100%$395.5K———
Aspen Capital Management, LLC
N/A—544-544-100%$393.4K———
Dearborn Partners LLC
N/A—544-544-100%$393.2K———
Evergreen Wealth Partners LLC
N/A—542-542-100%$392.0K———
Golden Road Advisors LLC
N/A—542-542-100%$391.9K———
Kapstone Financial Advisors LLC
N/A—540-540-100%$390.4K———
Fiduciary Group, LLC
N/A—539-539-100%$389.7K———
Owen LaRue, LLC
N/A—535-535-100%$386.8K———
Family Manage LLC
N/A—534-534-100%$386.1K———
Core Alternative Capital
N/A—530-530-100%$383.2K———
Cornerstone Select Advisors, LLC
N/A—530-530-100%$383.2K———
Omnia Family Wealth, LLC
N/A—525-525-100%$379.6K———
Talisman Wealth Advisors LLC
N/A—519-519-100%$375.2K———
Manhattan West Asset Management, LLC
N/A—518-518-100%$374.5K———
Phillips Wealth Planners LLC
N/A—517-517-100%$286.7K———
M3 Advisory Group, LLC
N/A—516-516-100%$372.9K———
Vanguard National Trust Co
N/A—514-514-100%$371.6K———
Granite Bay Wealth Management, LLC
N/A—513-513-100%$371.0K———
Strategic Investment Solutions, Inc.
N/A—511-511-100%$369.5K———
City National Bank of Florida
N/A—511-511-100%$369.5K———
NorthStar Asset Management LLC
N/A—510-510-100%$368.7K———
Morton Community Bank
N/A—500-500-100%$361.5K———
Paladin Advisory Group, LLC
N/A—500-500-100%$361.5K———
CM Wealth Advisors LLC
N/A—495-495-100%$357.9K———
Tyche Wealth Partners LLC
N/A—491-491-100%$355.3K———
Truepoint, Inc.
N/A—489-489-100%$353.5K———
Pinnacle West Asset Management, Inc.
N/A—480-480-100%$347.0K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—476-476-100%$344.1K———
Strategic Financial Concepts, LLC
N/A—474-474-100%$343.0K———
GatePass Capital, LLC
N/A—470-470-100%$339.8K———
Integrity Wealth Solutions LLC
N/A—466-466-100%$336.9K———
MOR Wealth Management, LLC
N/A—465-465-100%$336.2K———
Harvest Investment Services, LLC
N/A—463-463-100%$334.7K———
Disciplined Investors, L.L.C.
N/A—460-460-100%$332.6K———
Seaview Investment Managers LLC
N/A—456-456-100%$329.7K———
Canal Capital Management, LLC
N/A—454-454-100%$328.5K———
Garden State Investment Advisory Services LLC
N/A—454-454-100%$328.3K———
Chancellor Financial Group WB LP
N/A—453-453-100%$327.5K———
Keystone Financial Services, LLC
N/A—450-450-100%$325.4K———
Pointe Capital Management LLC
N/A—448-448-100%$323.9K———
Members Trust Co
N/A—441-441-100%$318.8K———
Baldwin Investment Management, LLC
N/A—432-432-100%$312.3K———
Harding Loevner LP
N/A—432-432-100%$312.4K———
Reliant Investment Partners, LLC
N/A—426-426-100%$308.0K———
Chaney Capital Management, Inc.
N/A—425-425-100%$307.3K———
Blackhawk Capital Partners, LLC
N/A—424-424-100%$306.6K———
Pasadena Private Wealth, LLC
N/A—422-422-100%$305.1K———
Members Advisory Group LLC
N/A—415-415-100%$300.4K———
Corus Family Wealth Advisors
N/A—414-414-100%$299.3K———
Nvest Financial, LLC
N/A—413-413-100%$298.5K———
Silicon Valley Capital Partners
N/A—412-412-100%$297.7K———
Polymer Capital Management (US) LLC
N/A—410-410-100%$296.4K———
Investment Advisory Group, LLC
N/A—409-409-100%$295.8K———
Ketron Financial
N/A—408-408-100%$295.0K———
Fox Hill Wealth Management
N/A—403-403-100%$291.2K———
Connable Office Inc
N/A—402-402-100%$290.6K———
Wealthspire Retirement, LLC
N/A—402-402-100%$290.6K———
Tairen Capital Ltd
N/A—400-400-100%$289.2K———
Harvey Capital Management Inc
N/A—400-400-100%$289.2K———
Plotkin Financial Advisors, LLC
N/A—400-400-100%$289.2K———
Pitcairn Wealth Advisors LLC
N/A—400-400-100%$289.2K———
Bantamac Capital, LLC
N/A—400-400-100%$289.2K———
Elm Partners Management LLC
N/A—396-396-100%$286.0K———
Peregrine Asset Advisers, Inc.
N/A—395-395-100%$285.6K———
Northwest Quadrant Wealth Management, LLC
N/A—393-393-100%$284.0K———
M. Kulyk & Associates, LLC
N/A—392-392-100%$283.4K———
Schulhoff & Co Inc
N/A—390-390-100%$282.0K———
WorthPointe, LLC
N/A—389-389-100%$281.2K———
Sankala Group LLC
N/A—388-388-100%$197.1K———
Novare Capital Management LLC
N/A—388-388-100%$280.5K———
Campion Asset Management
N/A—387-387-100%$279.8K———
McNamara Financial Services, Inc.
N/A—387-387-100%$279.8K———
Oxbow Advisors, LLC
N/A—385-385-100%$278.4K———
Horizon Family Wealth, Inc.
N/A—385-385-100%$278.5K———
Concorde Asset Management, LLC
N/A—385-385-100%$278.4K———
NCM Capital Management, LLC
N/A—384-384-100%$277.6K———
Bolthouse Investments, LLC
N/A—384-384-100%$277.6K———
Bridgewealth Advisory Group, LLC
N/A—382-382-100%$275.9K———
Roble, Belko & Company, Inc
N/A—382-382-100%$276.0K———
Wallace Advisory Group, LLC
N/A—380-380-100%$274.7K———
North Dallas Bank & Trust Co
N/A—379-379-100%$274.0K———
RPS Advisory Solutions LLC
N/A—378-378-100%$273.3K———
DV Trading LLC
N/A—378-378-100%$46.8K———
Paces Ferry Wealth Advisors, LLC
N/A—378-378-100%$273.3K———
BTG Pactual Asset Management US LLC
N/A—378-378-100%$273.3K———
N.E.W. Advisory Services LLC
N/A—377-377-100%$272.8K———
Compass Advisory Group LLC
N/A—376-376-100%$271.8K———
BCS Private Wealth Management, Inc.
N/A—375-375-100%$271.1K———
Cedarwood Wealth LLC
N/A—374-374-100%$270.5K———
Pennington Partners & Co., LLC
N/A—368-368-100%$266.2K———
FLC Capital Advisors
N/A—365-365-100%$263.9K———
Knightsbridge Asset Management, LLC
N/A—364-364-100%$263.2K———
Aegis Wealth Management LLC
N/A—364-364-100%$263.2K———
Retirement Planning Group, LLC / NY
N/A—363-363-100%$262.4K———
Peak Retirement Planning, Inc.
N/A—358-358-100%$258.5K———
JPL Wealth Management, LLC
N/A—357-357-100%$258.1K———
Boreal Capital Management LLC
N/A—356-356-100%$257.4K———
Financial Gravity Companies, Inc.
N/A—356-356-100%$257.4K———
Ridge Creek Global, Inc
N/A—356-356-100%$257.4K———
IQ EQ Fund Management (Ireland) Ltd
N/A—356-356-100%$257.4K———
Argent Advisors, Inc.
N/A—356-356-100%$257.4K———
Leigh Baldwin & Co., LLC
N/A—352-352-100%$254.2K———
Markin Asset Management, LP
N/A—352-352-100%$254.5K———
McMillan Office, Inc.
N/A—350-350-100%$253.1K———
American Trust Investment Advisors, LLC
N/A—350-350-100%$253.1K———
Bannerstone Capital Management, LLC
N/A—348-348-100%$251.6K———
IFC Advisors LLC
N/A—348-348-100%$251.6K———
Axis Wealth Partners, LLC
N/A—348-348-100%$251.3K———
Lansing Street Advisors
N/A—348-348-100%$251.3K———
Presper Financial Architects, LLC
N/A—345-345-100%$249.4K———
Jackson Wealth Management, LLC
N/A—345-345-100%$249.0K———
Forum Finance Group S.A.
N/A—345-345-100%$202———
Banque Transatlantique SA
N/A—344-344-100%$248.8K———
Berkeley Capital Partners, LLC
N/A—344-344-100%$248.7K———
Buffalo Business & Estate Services LTD
N/A—344-344-100%$248.4K———
Beck Capital Management, LLC
N/A—340-340-100%$245.8K———
Krane Funds Advisors LLC
N/A—336-336-100%$242.9K———
Claret Asset Management Corp
N/A—335-335-100%$242.0K———
Bridges Investment Management Inc
N/A—332-332-100%$240.0K———
Second Half Financial Partners, LLC
N/A—330-330-100%$238.4K———
Loomis Sayles & Co L P
N/A—329-329-100%$237.9K———
Cannon Wealth Management Services, LLC
N/A—327-327-100%$236.4K———
Maridea Wealth Management LLC
N/A—327-327-100%$236.5K———
Bruce G. Allen Investments, LLC
N/A—324-324-100%$234.3K———
Adapt Wealth Advisors, LLC
N/A—322-322-100%$232.8K———
V2 Financial group LLC
N/A—322-322-100%$232.8K———
Dimension Capital Management LLC
N/A—320-320-100%$231.4K———
Johnson Wealth Management, LLC
N/A—320-320-100%$231.4K———
Eldridge Investment Advisors, Inc.
N/A—319-319-100%$230.6K———
Navalign, LLC
N/A—319-319-100%$230.6K———
5T Wealth, LLC
N/A—318-318-100%$229.9K———
OneAscent Investment Solutions LLC
N/A—315-315-100%$227.7K———
LGL Partners, LLC
N/A—313-313-100%$226.0K———
Maripau Wealth Management LLC
N/A—311-311-100%$224.9K———
Fourth Dimension Wealth, LLC
N/A—310-310-100%$224.1K———
Fiduciary Wealth Partners, LLC
N/A—305-305-100%$220.4K———
Lakeridge Wealth Management LLC
N/A—301-301-100%$217.7K———
Index Technologies Group LLC
N/A—300-300-100%$216.9K———
Bawa N Mallick Trust
N/A—300-300-100%$216.9K———
Summit Wealth & Retirement Planning, Inc.
N/A—300-300-100%$216.9K———
Timber Creek Capital Management LLC
N/A—300-300-100%$216.9K———
Lafayette Investments, Inc.
N/A—300-300-100%$216.9K———
Private Capital Management, LLC
N/A—300-300-100%$216.9K———
KEB Asset Management, LLC
N/A—299-299-100%$216.2K———
Blom & Howell Financial Planning, Inc.
N/A—299-299-100%$216.2K———
White Pine Capital LLC
N/A—298-298-100%$215.5K———
Frisch Financial Group, Inc.
N/A—297-297-100%$215.0K———
Cloud Capital Management, LLC
N/A—297-297-100%$215.0K———
Rockbridge Investment Management, LCC
N/A—294-294-100%$212.6K———
Laraway Financial Advisors Inc
N/A—294-294-100%$212.6K———
Black Swift Group, LLC
N/A—293-293-100%$211.8K———
Palladiem, LLC
N/A—293-293-100%$212.0K———
Inspire Advisors, LLC
N/A—290-290-100%$209.7K———
FAS Wealth Partners, Inc.
N/A—285-285-100%$206.2K———
Eaton-Cambridge Inc.
N/A—283-283-100%$204.6K———
Bearing Point Capital, LLC
N/A—281-281-100%$203.2K———
Intesa Sanpaolo S.p.A.
N/A—281-281-100%$205.2K———
Alta Wealth Advisors LLC
N/A—280-280-100%$202.4K———
Pincus Capital Management, LP
N/A—279-279-100%$201.7K———
Kemnay Advisory Services Inc.
N/A—278-278-100%$201.0K———
HHM Wealth Advisors, LLC
N/A—275-275-100%$198.8K———
Swisher Financial Concepts, Inc.
N/A—258-258-100%$186.5K———
Toews Corp
N/A—253-253-100%$182.9K———
Atlantic Private Wealth, LLC
N/A—250-250-100%$180.8K———
Chelsea Counsel Co
N/A—240-240-100%$173.5K———
S&T Bank
N/A—236-236-100%$170.6K———
Quarry LP
N/A—235-235-100%$169.9K———
Dogwood Wealth Management LLC
N/A—235-235-100%$169.9K———
Carmignac Gestion
N/A—232-232-100%$167.7K———
Vision Retirement, LLC
N/A—231-231-100%$167.0K———
Evelyn Partners Group Ltd
N/A—230-230-100%$166.3K———
Kilter Group LLC
N/A—229-229-100%$165.6K———
Financial Life Planners
N/A—214-214-100%$154.6K———
Millstone Evans Group, LLC
N/A—212-212-100%$153.3K———
Altshuler Shaham Ltd
N/A—206-206-100%$148.9K———
PMV Capital Advisers, LLC
N/A—204-204-100%$147.5K———
Osbon Capital Management LLC
N/A—200-200-100%$144.6K———
Bank of the Bluegrass & Trust Co.
N/A—197-197-100%$100.7K———
Raffa Wealth Management, LLC
N/A—194-194-100%$140.3K———
Motco
N/A—187-187-100%$135.2K———
Godfrey Financial Associates, Inc.
N/A—181-181-100%$130.9K———
FWL Investment Management, LLC
N/A—172-172-100%$124.4K———
Crews Bank & Trust
N/A—171-171-100%$123.6K———
Capula Management Ltd
N/A—170-170-100%$122.9K———
Centennial Bank
N/A—168-168-100%$121.5K———
Cornerstone Financial Management LLC
N/A—167-167-100%$120.7K———
Cascades Capital Asset Management, LLC
N/A—156-156-100%$112.8K———
Leo H. Evart, Inc.
N/A—150-150-100%$108.5K———
Synergy Investment Management, LLC
N/A—112-112-100%$56.9K———
Dunhill Financial, LLC
N/A—108-108-100%$78.2K———
Elequin Capital, LP
N/A—106-106-100%$76.6K———
JDM Financial Group LLC
N/A—104-104-100%$75.5K———
Atomic Invest LLC
N/A—88-88-100%$61.4K———
VSM Wealth Advisory, LLC
N/A—86-86-100%$62.2K———
Ogorek Anthony Joseph
N/A—82-82-100%$59.0K———
Financial Avengers, Inc.
N/A—80-80-100%$58.2K———
Front Row Advisors LLC
N/A—72-72-100%$38.0K———
1015 Capital Partners, LLC
N/A—72-72-100%$52.1K———
Bravera Wealth
N/A—68-68-100%$49.2K———
Beaird Harris Wealth Management, LLC
N/A—65-65-100%$46.7K———
Richard W. Paul & Associates, LLC
N/A—65-65-100%$47.0K———
Alpha Financial Advisors, LLC
N/A—60-60-100%$43.4K———
Mcguire Capital Advisors Inc
N/A—59-59-100%$42.7K———
BOK Financial Private Wealth, Inc.
N/A—57-57-100%$41.2K———
Napier Financial, LLC
N/A—56-56-100%$40.5K———
Baillie Gifford & Co
N/A—52-52-100%$37.6K———
Mark Sheptoff Financial Planning, LLC
N/A—52-52-100%$37.5K———
Copia Wealth Management
N/A—50-50-100%$36.2K———
Highland Investment Advisors LLC
N/A—45-45-100%$32.5K———
Orion Capital Management LLC
N/A—45-45-100%$32.5K———
Harborfront Financial Group LLC
N/A—37-37-100%$26.7K———
Mpwm Advisory Solutions, LLC
N/A—36-36-100%$26.0K———
Caitlin John, LLC
N/A—33-33-100%$23.9K———
Luminist Capital LLC
N/A—32-32-100%$23.0K———
Greykasell Wealth Strategies, Inc.
N/A—31-31-100%$22.1K———
CoreFirst Bank & Trust
N/A—29-29-100%$21.0K———
Corsicana & Co.
N/A—29-29-100%$21.0K———
Park Square Financial Group, LLC
N/A—24-24-100%$17.4K———
HFM Investment Advisors, LLC
N/A—22-22-100%$15.9K———
Anchor Bay Capital, Inc.
N/A—20-20-100%$10.4K———
Cbiz Investment Advisory Services, LLC
N/A—17-17-100%$5.8K———
Security National Bank of SO DAK
N/A—17-17-100%$12.3K———
Nova Wealth Management, Inc.
N/A—17-17-100%$12.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—15-15-100%$10.8K———
Allied Private Wealth LLC
N/A—14-14-100%$8.0K———
Medallion Wealth Advisors, LLC
N/A—13-13-100%$9.4K———
Lummis Asset Management, LP
N/A—13-13-100%$9.4K———
LGT Financial Advisors LLC
N/A—10-10-100%$7.2K———
Seneschal Advisors, LLC
N/A—8-8-100%$5.8K———
Benson Wealth Management Inc
N/A—7-7-100%$5.1K———
Investors Portfolio Services LLC
N/A—6-6-100%$4.3K———
Investment Counsel Co of Nevada
N/A—6-6-100%$4.3K———
Teachers Insurance & Annuity Association of America
N/A—5-5-100%$3.6K———
Logan Capital Management Inc
N/A—5-5-100%$3.6K———
Game Plan Financial Advisors, LLC
N/A—5-5-100%$3.6K———
PIN OAK Investment Advisors Inc
N/A—4-4-100%$3———
Ross\johnson & Associates LLC
N/A—3-3-100%$2.2K———
Imprint Wealth LLC
N/A—2-2-100%$1.4K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—2-2-100%$1.4K———
Peak6 LLC
N/A—2-2-100%$1.2K———
TD Capital Management LLC
N/A—00—$73———
Showing 3635 of 3635 institutions