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BP PLC (BP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares65,437,382 from 66,310,416
Change-873,034 (-1%)
Value$2.9B (+$428.4M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares19,461,415 from 18,733,560
Change+727,855 (+4%)
Value$856.0M (+$163.7M)
Filed 2026-11-04
Mondrian Investment Partners LTD
DECREASED
Shares3,976,233 from 4,081,768
Change-105,535 (-3%)
Value$174.9M (+$24.1M)
Filed 2026-10-23
Deutsche Bank Ag\
INCREASED
Shares2,818,823 from 2,597,468
Change+221,355 (+9%)
Value$124.0M (+$28.0M)
Filed 2026-11-06
Sound Shore Management Inc
DECREASED
Shares2,144,561 from 2,241,317
Change-96,756 (-4%)
Value$94.3M (+$11.5M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares1,793,140 from 1,544,455
Change+248,685 (+16%)
Value$78.9M (+$21.8M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares1,592,586 from 1,410,714
Change+181,872 (+13%)
Value$69.8M (+$17.5M)
Filed 2026-11-06
Carrhae Capital LLP
NEW
Shares1,347,372
Change+1,347,372
Value$59.3M
Filed 2026-10-20
LPL Financial LLC
DECREASED
Shares1,174,460 from 1,194,288
Change-19,828 (-2%)
Value$51.7M (+$7.5M)
Filed 2026-11-06
Aberdeen Group plc
NEW
Shares802,490
Change+802,490
Value$35.3M
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares673,031 from 695,741
Change-22,710 (-3%)
Value$29.6M (+$3.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares549,225 from 431,447
Change+117,778 (+27%)
Value$24.2M (+$8.2M)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares498,567 from 501,835
Change-3,268 (-1%)
Value$21.9M (+$3.4M)
Filed 2026-11-05
Wilkins Investment Counsel Inc
DECREASED
Shares458,016 from 459,217
Change-1,201 (0%)
Value$20.1M (+$3.2M)
Filed 2026-11-03
Kornitzer Capital Management Inc
DECREASED
Shares454,516 from 455,545
Change-1,029 (0%)
Value$20.0M (+$3.2M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares415,621 from 359,691
Change+55,930 (+16%)
Value$18.3M (+$5.0M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares397,193 from 434,679
Change-37,486 (-9%)
Value$17.5M (+$1.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares364,477 from 363,006
Change+1,471 (+0%)
Value$16.0M (+$2.6M)
Filed 2026-11-02
Euro Pacific Asset Management, LLC
DECREASED
Shares358,804 from 359,263
Change-459 (0%)
Value$15.8M (+$15.8M)
Filed 2026-11-03
Wedge Capital Management L L P
INCREASED
Shares299,802 from 292,951
Change+6,851 (+2%)
Value$13.2M (+$2.4M)
Filed 2026-10-13
Altrius Capital Management Inc
INCREASED
Shares272,751 from 259,662
Change+13,089 (+5%)
Value$12.0M (+$2.4M)
Filed 2026-11-05
Americana Partners, LLC
DECREASED
Shares264,250 from 264,265
Change-15 (0%)
Value$11.6M (+$1.9M)
Filed 2026-10-28
Assenagon Asset Management S.A.
DECREASED
Shares259,852 from 737,468
Change-477,616 (-65%)
Value$11.4M (-$15.8M)
Filed 2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
NEW
Shares221,224
Change+221,224
Value$9.7M
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares208,624 from 198,915
Change+9,709 (+5%)
Value$9.2M (+$1.8M)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares196,240 from 230,962
Change-34,722 (-15%)
Value$8.6M (+$98.6K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares193,914 from 211,854
Change-17,940 (-8%)
Value$9.0M (+$685.2K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares181,424 from 144,249
Change+37,175 (+26%)
Value$8.0M (+$2.7M)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares175,437 from 709,675
Change-534,238 (-75%)
Value$7.7M (-$18.5M)
Filed 2026-11-04
Lazari Capital Management, Inc.
DECREASED
Shares173,996 from 182,521
Change-8,525 (-5%)
Value$7.7M (+$909.9K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares169,691 from 131,319
Change+38,372 (+29%)
Value$7.5M (+$2.6M)
Filed 2026-11-03
Hennessy Advisors Inc
UNCHANGED
Shares163,700 from 163,700
Change0 (0%)
Value$7.2M (+$1.2M)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares162,669 from 145,889
Change+16,780 (+12%)
Value$7.2M (+$1.8M)
Filed 2026-11-05
ABC Arbitrage SA
DECREASED
Shares162,246 from 790,506
Change-628,260 (-79%)
Value$7.1M (-$22.1M)
Filed 2026-10-23
Dupree Financial Group, LLC
INCREASED
Shares161,280 from 156,723
Change+4,557 (+3%)
Value$7.1M (+$1.3M)
Filed 2026-10-09
Truist Financial Corp
DECREASED
Shares157,808 from 163,081
Change-5,273 (-3%)
Value$6.9M (+$916.1K)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares157,659 from 373,917
Change-216,258 (-58%)
Value$6.9M (-$6.9M)
Filed 2026-10-16
Capricorn Fund Managers Ltd
DECREASED
Shares150,000 from 984,203
Change-834,203 (-85%)
Value$6.6M (-$29.8M)
Filed 2026-11-03
Ellsworth Advisors, LLC
INCREASED
Shares149,075 from 145,554
Change+3,521 (+2%)
Value$6.6M (+$542.1K)
Filed 2026-10-15
Davenport & Co LLC
DECREASED
Shares147,376 from 148,759
Change-1,383 (-1%)
Value$6.5M (+$986.5K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares147,260 from 143,094
Change+4,166 (+3%)
Value$6.5M (+$1.2M)
Filed 2026-11-04
Butensky & Cohen Financial Security, Inc
INCREASED
Shares145,775 from 144,240
Change+1,535 (+1%)
Value$6.4M (+$1.1M)
Filed 2026-10-13
Crossmark Global Holdings, Inc.
INCREASED
Shares141,172 from 131,174
Change+9,998 (+8%)
Value$6.2M (+$1.4M)
Filed 2026-10-21
Canal Insurance Co
DECREASED
Shares135,400 from 200,000
Change-64,600 (-32%)
Value$6.0M (-$1.4M)
Filed 2026-10-20
Imc-Chicago, LLC
DECREASED
Shares131,809 from 406,148
Change-274,339 (-68%)
Value$5.8M (-$9.2M)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
DECREASED
Shares128,044 from 128,110
Change-66 (0%)
Value$5.6M (+$899.0K)
Filed 2026-11-05
Neville Rodie & Shaw Inc
DECREASED
Shares120,336 from 120,386
Change-50 (0%)
Value$5.3K (-$4.4M)
Filed 2026-10-05
Ritholtz Wealth Management
INCREASED
Shares120,295 from 112,289
Change+8,006 (+7%)
Value$5.3M (+$1.1M)
Filed 2026-11-05
Columbia Asset Management
DECREASED
Shares118,814 from 125,505
Change-6,691 (-5%)
Value$5.2M (+$589.2K)
Filed 2026-10-19
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares117,324 from 121,482
Change-4,158 (-3%)
Value$5.2M (+$672.3K)
Filed 2026-10-29
Advocate Group LLC
DECREASED
Shares117,067 from 121,997
Change-4,930 (-4%)
Value$5.1M (+$642.0K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
INCREASED
Shares111,585 from 15,689
Change+95,896 (+611%)
Value$5.0M (+$4.4M)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares110,111 from 96,516
Change+13,595 (+14%)
Value$4.8M (+$1.3M)
Filed 2026-10-28
TrueMark Investments, LLC
INCREASED
Shares109,785 from 95,277
Change+14,508 (+15%)
Value$4.8M (+$1.3M)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares104,352 from 78,290
Change+26,062 (+33%)
Value$4.6M (+$1.7M)
Filed 2026-10-23
Baker Ellis Asset Management LLC
DECREASED
Shares103,972 from 104,701
Change-729 (-1%)
Value$4.6M (+$705.0K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
DECREASED
Shares99,172 from 101,672
Change-2,500 (-2%)
Value$4.4M (+$605.8K)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares98,446 from 100,563
Change-2,117 (-2%)
Value$5.0M (+$1.2M)
Filed 2026-11-04
Bfsg, LLC
DECREASED
Shares98,444 from 102,083
Change-3,639 (-4%)
Value$4.3M (+$558.6K)
Filed 2026-10-30
Meyer Handelman Co
DECREASED
Shares90,308 from 91,782
Change-1,474 (-2%)
Value$4.0M (+$581.3K)
Filed 2026-10-28
MacKenzie Financial Corp
INCREASED
Shares88,737 from 88,450
Change+287 (+0%)
Value$3.9M (+$635.3K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares88,024 from 94,857
Change-6,833 (-7%)
Value$3.9M (+$367.2K)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares79,818 from 56,221
Change+23,597 (+42%)
Value$3.5M (+$1.4M)
Filed 2026-11-06
Optimist Retirement Group LLC
NEW
Shares79,291
Change+79,291
Value$3.5M
Filed 2026-10-30
Carolina Wealth Advisors, LLC
INCREASED
Shares79,283 from 78,301
Change+982 (+1%)
Value$3.5M (+$594.4K)
Filed 2026-10-23
Hedges Asset Management LLC
INCREASED
Shares78,847 from 75,056
Change+3,791 (+5%)
Value$3.5M (+$695.2K)
Filed 2026-10-29
Community Trust & Investment Co
DECREASED
Shares77,911 from 78,518
Change-607 (-1%)
Value$3.4M (+$526.1K)
Filed 2026-10-15
LEE Danner & Bass Inc
UNCHANGED
Shares74,965 from 74,965
Change0 (0%)
Value$3.3M (+$527.8K)
Filed 2026-10-27
Delta Capital Management LLC
INCREASED
Shares73,340 from 62,020
Change+11,320 (+18%)
Value$3.2M (+$934.0K)
Filed 2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares72,660 from 76,305
Change-3,645 (-5%)
Value$3.2M (+$376.9K)
Filed 2026-10-15
Inlight Wealth Management, LLC
DECREASED
Shares72,211 from 72,862
Change-651 (-1%)
Value$3.2M (+$484.3K)
Filed 2026-10-21
Vise Technologies, Inc.
NEW
Shares68,256
Change+68,256
Value$3.0M
Filed 2026-10-29
Keybank National Association
DECREASED
Shares67,504 from 72,098
Change-4,594 (-6%)
Value$3.0M (+$305.5K)
Filed 2026-11-04
Brooklands Fund Management Ltd
NEW
Shares62,576
Change+62,576
Value$2.8M
Filed 2026-10-28
Spirit of America Management Corp
UNCHANGED
Shares61,361 from 61,361
Change0 (0%)
Value$2.7M (+$432.0K)
Filed 2026-10-14
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares59,859 from 60,856
Change-997 (-2%)
Value$2.6M (+$384.6K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares58,119 from 47,035
Change+11,084 (+24%)
Value$2.6M (+$818.7K)
Filed 2026-11-06
Cantor Fitzgerald Investment Advisors L.P.
NEW
Shares57,646
Change+57,646
Value$2.5M
Filed 2026-10-21
Gilliland Jeter Wealth Management LLC
DECREASED
Shares55,669 from 56,747
Change-1,078 (-2%)
Value$2.4M (+$352.1K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares54,035 from 51,523
Change+2,512 (+5%)
Value$2.4M (+$471.0K)
Filed 2026-10-08
Insight Inv LLC
DECREASED
Shares51,946 from 52,121
Change-175 (0%)
Value$2.3M (+$359.2K)
Filed 2026-10-27
RFG - Bristol Wealth Advisors, LLC
UNCHANGED
Shares51,466 from 51,466
Change0 (0%)
Value$2.3M (+$362.3K)
Filed 2026-10-09
Vaughan David Investments LLC
DECREASED
Shares50,086 from 51,386
Change-1,300 (-3%)
Value$2.2M (+$304.0K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares49,948 from 41,733
Change+8,215 (+20%)
Value$2.2M (+$655.2K)
Filed 2026-11-05
Cyndeo Wealth Partners, LLC
DECREASED
Shares49,170 from 49,446
Change-276 (-1%)
Value$2.2M (+$336.0K)
Filed 2026-10-16
Caitong International Asset Management Co., Ltd
INCREASED
Shares48,743 from 232
Change+48,511 (+20910%)
Value$2.1M (+$2.1M)
Filed 2026-10-29
Confluence Investment Management LLC
INCREASED
Shares48,532 from 35,263
Change+13,269 (+38%)
Value$2.1M (+$832.0K)
Filed 2026-10-01
Allworth Financial LP
INCREASED
Shares47,881 from 43,741
Change+4,140 (+9%)
Value$1.8M (+$153.0K)
Filed 2026-11-06
Meridian Investment Counsel Inc.
DECREASED
Shares47,560 from 49,235
Change-1,675 (-3%)
Value$2.1M (+$272.9K)
Filed 2026-10-14
Sanders Morris Harris LLC
NEW
Shares47,073
Change+47,073
Value$2.1M
Filed 2026-10-14
Autumn Glory Partners, LLC
UNCHANGED
Shares46,121 from 46,121
Change0 (0%)
Value$2.0M (+$324.7K)
Filed 2026-10-26
Moors & Cabot, Inc.
DECREASED
Shares45,404 from 47,995
Change-2,591 (-5%)
Value$2.0M (+$223.9K)
Filed 2026-11-06
Investors Asset Management of Georgia Inc
DECREASED
Shares45,118 from 45,554
Change-436 (-1%)
Value$2.0M (+$301.5K)
Filed 2026-10-20
Pinnacle Associates LTD
DECREASED
Shares44,913 from 45,624
Change-711 (-2%)
Value$2.0M (+$289.9K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares44,227 from 49,548
Change-5,321 (-11%)
Value$1.9M (+$114.8K)
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares43,920 from 42,118
Change+1,802 (+4%)
Value$1.9M (+$375.1K)
Filed 2026-10-28
Rudd Co d/b/a Styre Wealth
NEW
Shares43,368
Change+43,368
Value$2.1M
Filed 2026-10-29
Avior Wealth Management, LLC
DECREASED
Shares43,347 from 43,688
Change-341 (-1%)
Value$1.9M (+$292.6K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares42,338 from 34,423
Change+7,915 (+23%)
Value$1.9M (+$590.5K)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares42,322 from 41,212
Change+1,110 (+3%)
Value$1.9M (+$339.0K)
Filed 2026-10-23
Kavar Capital Partners Group, LLC
DECREASED
Shares41,686 from 41,859
Change-173 (0%)
Value$1.8M (+$287.1K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares40,962 from 28,708
Change+12,254 (+43%)
Value$1.8M (+$741.2K)
Filed 2026-10-30
Kennedy Investment Group, Inc.
DECREASED
Shares39,757 from 40,066
Change-309 (-1%)
Value$1.7M (+$268.5K)
Filed 2026-10-21
SBI Securities Co., Ltd.
DECREASED
Shares39,474 from 40,921
Change-1,447 (-4%)
Value$1.7M (+$224.4K)
Filed 2026-10-22
Florida Trust Wealth Management Co
DECREASED
Shares39,055 from 44,267
Change-5,212 (-12%)
Value$1.7M (+$82.4K)
Filed 2026-11-05
Atlas Brown,Inc.
INCREASED
Shares37,136 from 36,925
Change+211 (+1%)
Value$1.6M (+$269.3K)
Filed 2026-10-09
Hardin Capital Partners, LLC
DECREASED
Shares36,576 from 40,630
Change-4,054 (-10%)
Value$1.6M (+$104.6K)
Filed 2026-10-09
Compass Capital Management, Inc
UNCHANGED
Shares35,925 from 35,925
Change0 (0%)
Value$1.6M (+$252.9K)
Filed 2026-11-06
Poehling Capital Management, Inc.
INCREASED
Shares35,657 from 28,214
Change+7,443 (+26%)
Value$1.6M (+$526.0K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares35,471 from 35,144
Change+327 (+1%)
Value$1.6M (+$261.8K)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
DECREASED
Shares34,994 from 35,803
Change-809 (-2%)
Value$1.5M (+$216.5K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
DECREASED
Shares34,605 from 36,348
Change-1,743 (-5%)
Value$1.5M (+$164.7K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares34,594 from 33,910
Change+684 (+2%)
Value$1.5M (+$268.8K)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares34,466 from 32,131
Change+2,335 (+7%)
Value$1.5M (+$372.2K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares34,345 from 33,074
Change+1,271 (+4%)
Value$1.5M (+$288.8K)
Filed 2026-10-23
Regions Financial Corp
DECREASED
Shares33,439 from 34,779
Change-1,340 (-4%)
Value$1.5M (+$185.9K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares33,425 from 31,569
Change+1,856 (+6%)
Value$1.5M (+$303.9K)
Filed 2026-11-05
Burney Co/
DECREASED
Shares32,427 from 32,906
Change-479 (-1%)
Value$1.4M (+$210.6K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares32,110 from 31,699
Change+411 (+1%)
Value$1.4M (+$241.2K)
Filed 2026-10-08
TD Private Client Wealth LLC
DECREASED
Shares32,008 from 52,384
Change-20,376 (-39%)
Value$1.4M (-$527.6K)
Filed 2026-10-28
United Community Bank
INCREASED
Shares31,976 from 31,536
Change+440 (+1%)
Value$1.4M (+$241.4K)
Filed 2026-10-28
Abundance Wealth Counselors
INCREASED
Shares31,477 from 31,400
Change+77 (+0%)
Value$1.4M (+$224.4K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares31,070 from 28,191
Change+2,879 (+10%)
Value$1.4M (+$325.1K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
INCREASED
Shares30,944 from 28,316
Change+2,628 (+9%)
Value$1.4M (+$315.0K)
Filed 2026-10-13
Wealthstar Advisors, LLC
NEW
Shares30,410
Change+30,410
Value$1.3M
Filed 2026-10-19
Lantz Financial LLC
INCREASED
Shares30,388 from 30,230
Change+158 (+1%)
Value$1.3M (+$219.8K)
Filed 2026-10-15
Midwest Trust Co
INCREASED
Shares30,324 from 28,577
Change+1,747 (+6%)
Value$1.3M (+$278.0K)
Filed 2026-10-22
Nova Financial LLC
NEW
Shares30,300
Change+30,300
Value$1.3M
Filed 2026-11-04
Rossmore Private Capital
UNCHANGED
Shares30,300 from 30,300
Change0 (0%)
Value$1.3M (+$213.3K)
Filed 2026-10-27
Verus Capital Partners, LLC
INCREASED
Shares29,778 from 29,756
Change+22 (+0%)
Value$1.3M (+$210.4K)
Filed 2026-11-03
Moody National Bank Trust Division
INCREASED
Shares29,720 from 26,377
Change+3,343 (+13%)
Value$1.3M (+$332.8K)
Filed 2026-10-06
M Holdings Securities, Inc.
NEW
Shares29,692
Change+29,692
Value$1.4K
Filed 2026-11-03
Quadrant Capital Group LLC
DECREASED
Shares29,437 from 29,721
Change-284 (-1%)
Value$1.4M (+$330.4K)
Filed 2026-10-20
Gibbs Wealth Management
INCREASED
Shares29,073 from 19,889
Change+9,184 (+46%)
Value$1.3M (+$544.0K)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares28,974 from 32,166
Change-3,192 (-10%)
Value$1.3M (+$86.0K)
Filed 2026-10-26
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares28,426 from 27,076
Change+1,350 (+5%)
Value$1.3M (+$250.0K)
Filed 2026-10-14
UMB Bank, n.a.
DECREASED
Shares28,413 from 28,523
Change-110 (0%)
Value$1.2M (+$196.0K)
Filed 2026-11-06
Praxis Capital Management LLC
NEW
Shares28,400
Change+28,400
Value$1.2M
Filed 2026-10-16
Levin Capital Strategies, L.P.
DECREASED
Shares27,772 from 27,773
Change-1 (0%)
Value$1.2M (+$195.5K)
Filed 2026-11-02
Solstein Capital, LLC
UNCHANGED
Shares27,538 from 27,538
Change0 (0%)
Value$1.2M (+$193.9K)
Filed 2026-11-02
Manske Wealth Management
DECREASED
Shares27,483 from 27,580
Change-97 (0%)
Value$1.2M (+$189.9K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares27,389 from 25,180
Change+2,209 (+9%)
Value$1.2M (+$308.6K)
Filed 2026-11-02
Malaga Cove Capital, LLC
DECREASED
Shares27,050 from 28,640
Change-1,590 (-6%)
Value$1.2M (+$131.7K)
Filed 2026-10-23
Venture Visionary Partners LLC
INCREASED
Shares26,991 from 26,642
Change+349 (+1%)
Value$1.2M (+$202.9K)
Filed 2026-10-07
VestGen Advisors, LLC
INCREASED
Shares26,939 from 26,368
Change+571 (+2%)
Value$1.2M (+$210.8K)
Filed 2026-10-27
Parrish Capital LLC
INCREASED
Shares26,863 from 26,168
Change+695 (+3%)
Value$1.2M (+$214.8K)
Filed 2026-10-01
Meridian Wealth Management, LLC
DECREASED
Shares26,835 from 27,488
Change-653 (-2%)
Value$1.2M (+$164.8K)
Filed 2026-11-05
Chicago Capital, LLC
UNCHANGED
Shares26,276 from 26,276
Change0 (0%)
Value$1.2M (+$185.0K)
Filed 2026-10-13
First American Bank
UNCHANGED
Shares25,948 from 25,948
Change0 (0%)
Value$1.1M (+$182.7K)
Filed 2026-10-27
Valeo Financial Advisors, LLC
INCREASED
Shares25,898 from 24,444
Change+1,454 (+6%)
Value$1.1M (+$236.0K)
Filed 2026-10-08
Greenwood Capital Associates LLC
DECREASED
Shares25,760 from 26,071
Change-311 (-1%)
Value$1.1M (+$169.9K)
Filed 2026-10-27
Wealth Alliance Advisory Group, LLC
DECREASED
Shares25,557 from 25,657
Change-100 (0%)
Value$1.1M (+$176.2K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
INCREASED
Shares25,314 from 25,240
Change+74 (+0%)
Value$1.1M (+$181.0K)
Filed 2026-11-04
Argyle Capital Management, LLC
DECREASED
Shares25,107 from 25,407
Change-300 (-1%)
Value$1.1M (+$165.7K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares24,053
Change+24,053
Value$1.1M
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares23,988 from 38,700
Change-14,712 (-38%)
Value$1.1M (-$374.8K)
Filed 2026-10-15
Oak Harvest Investment Services
INCREASED
Shares23,983 from 23,889
Change+94 (+0%)
Value$1.1M (+$172.3K)
Filed 2026-10-20
Ethic Inc.
DECREASED
Shares23,967 from 24,120
Change-153 (-1%)
Value$1.1M (+$163.1K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares23,282 from 25,542
Change-2,260 (-9%)
Value$990.4K (+$46.6K)
Filed 2026-10-23
Glenview Trust Co
INCREASED
Shares23,246 from 14,574
Change+8,672 (+60%)
Value$1.0M (+$484.1K)
Filed 2026-10-28
Frank, Rimerman Advisors LLC
INCREASED
Shares23,166 from 22,617
Change+549 (+2%)
Value$1.0M (+$183.4K)
Filed 2026-10-16
R Squared Ltd
INCREASED
Shares22,556 from 17,993
Change+4,563 (+25%)
Value$992.2K (+$327.4K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
INCREASED
Shares22,425 from 20,460
Change+1,965 (+10%)
Value$986.5K (+$230.5K)
Filed 2026-10-23
CIBC Asset Management Inc
INCREASED
Shares22,165 from 22,011
Change+154 (+1%)
Value$975.0K (+$161.7K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares22,070 from 24,253
Change-2,183 (-9%)
Value$971.0K (+$75.0K)
Filed 2026-10-22
Associated Banc-Corp
UNCHANGED
Shares21,759 from 21,759
Change0 (0%)
Value$957.2K (+$153.2K)
Filed 2026-10-30
Purkiss Capital Advisors LLC
DECREASED
Shares21,702 from 21,805
Change-103 (0%)
Value$954.7K (+$149.0K)
Filed 2026-11-06
John G Ullman & Associates Inc
DECREASED
Shares21,600 from 21,700
Change-100 (0%)
Value$950.2K (+$148.4K)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares21,495 from 22,322
Change-827 (-4%)
Value$945.6K (+$120.8K)
Filed 2026-11-05
Herold Advisors, Inc.
DECREASED
Shares21,438 from 24,012
Change-2,574 (-11%)
Value$943.0K (+$59.0K)
Filed 2026-10-19
Saxon Interests, Inc.
DECREASED
Shares21,283 from 22,333
Change-1,050 (-5%)
Value$936.2K (+$111.0K)
Filed 2026-10-26
Partners Wealth Management, LLC
INCREASED
Shares21,131 from 16,876
Change+4,255 (+25%)
Value$929.6K (+$306.0K)
Filed 2026-10-28
Parsons Capital Management Inc
DECREASED
Shares20,947 from 21,744
Change-797 (-4%)
Value$921.5K (+$118.0K)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares20,933 from 22,450
Change-1,517 (-7%)
Value$920.8K (+$91.3K)
Filed 2026-10-14
Harbour Capital Advisors, LLC
INCREASED
Shares20,540 from 20,510
Change+30 (+0%)
Value$903.6K (+$99.6K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares20,536 from 15,613
Change+4,923 (+32%)
Value$903.4K (+$326.5K)
Filed 2026-11-05
First Financial Bank - Trust Division
UNCHANGED
Shares20,192 from 20,192
Change0 (0%)
Value$888.2K (+$142.2K)
Filed 2026-10-01
Profund Advisors LLC
INCREASED
Shares20,017 from 17,864
Change+2,153 (+12%)
Value$880.5K (+$220.5K)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares19,656 from 22,211
Change-2,555 (-11%)
Value$867.0K (+$45.0K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares19,653 from 15,201
Change+4,452 (+29%)
Value$864.5K (+$302.9K)
Filed 2026-10-13
Intrua Financial, LLC
DECREASED
Shares19,353 from 19,918
Change-565 (-3%)
Value$851.3K (+$115.3K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED
Shares19,149 from 19,578
Change-429 (-2%)
Value$842.4K (+$119.0K)
Filed 2026-10-23
Nicholas Hoffman & Company, Llc.
INCREASED
Shares19,147 from 18,969
Change+178 (+1%)
Value$842.3K (+$141.4K)
Filed 2026-10-30
First Command Advisory Services, Inc.
INCREASED
Shares19,007 from 4,312
Change+14,695 (+341%)
Value$836.1K (+$676.8K)
Filed 2026-11-05
Hoese & Co LLP
NEW
Shares18,928
Change+18,928
Value$832.5K
Filed 2026-10-21
Lebenthal Global Advisors, LLC
DECREASED
Shares18,810 from 22,001
Change-3,191 (-14%)
Value$827.5K (+$14.5K)
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares18,449 from 18,408
Change+41 (+0%)
Value$811.4K (+$131.3K)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED
Shares18,336 from 16,431
Change+1,905 (+12%)
Value$806.6K (+$199.5K)
Filed 2026-11-05
Trust Point Inc.
NEW
Shares18,334
Change+18,334
Value$806.5K
Filed 2026-10-27
Sapient Capital LLC
UNCHANGED
Shares18,213 from 18,213
Change0 (0%)
Value$801.2K (+$128.2K)
Filed 2026-10-08
Cowa, LLC
INCREASED
Shares17,536 from 12,800
Change+4,736 (+37%)
Value$771.4K (+$298.4K)
Filed 2026-10-30
MQS Management LLC
INCREASED
Shares17,300 from 9,573
Change+7,727 (+81%)
Value$761.0K (+$407.3K)
Filed 2026-11-06
Wesbanco Bank Inc
DECREASED
Shares17,046 from 21,885
Change-4,839 (-22%)
Value$749.9K (-$58.8K)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares17,038 from 16,869
Change+169 (+1%)
Value$749.5K (+$126.2K)
Filed 2026-10-27
Courier Capital LLC
INCREASED
Shares16,937 from 16,915
Change+22 (+0%)
Value$745.1K (+$120.1K)
Filed 2026-10-19
Cooper Financial Group
INCREASED
Shares16,821 from 15,258
Change+1,563 (+10%)
Value$740.0K (+$176.2K)
Filed 2026-10-07
Moneco Advisors, LLC
INCREASED
Shares16,800 from 16,549
Change+251 (+2%)
Value$739.0K (+$127.5K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares16,765 from 9,329
Change+7,436 (+80%)
Value$736.4K (+$391.8K)
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares16,756 from 13,354
Change+3,402 (+25%)
Value$737.1K (+$243.7K)
Filed 2026-10-20
Left Brain Wealth Management, LLC
UNCHANGED
Shares16,753 from 16,753
Change0 (0%)
Value$737.0K (+$117.9K)
Filed 2026-10-28
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares16,670 from 16,670
Change0 (0%)
Value$733.3K (+$117.4K)
Filed 2026-10-07
ARS Investment Partners, LLC
UNCHANGED
Shares16,600 from 16,600
Change0 (0%)
Value$730.2K (+$116.9K)
Filed 2026-11-05
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares16,167 from 16,167
Change0 (0%)
Value$711.0K (+$114.0K)
Filed 2026-11-05
Nilsine Partners, LLC
DECREASED
Shares16,140 from 16,981
Change-841 (-5%)
Value$710.0K (+$82.5K)
Filed 2026-11-02
SVB Wealth LLC
DECREASED
Shares15,760 from 15,834
Change-74 (0%)
Value$693.3K (+$108.2K)
Filed 2026-11-06
Sovran Advisors, LLC
INCREASED
Shares15,726 from 14,268
Change+1,458 (+10%)
Value$791.8K (+$197.2K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares15,487 from 8,115
Change+7,372 (+91%)
Value$755.9K (+$456.1K)
Filed 2026-10-15
Grandfield & Dodd, LLC
UNCHANGED
Shares15,431 from 15,431
Change0 (0%)
Value$678.8K (+$108.6K)
Filed 2026-10-29
Csenge Advisory Group
DECREASED
Shares15,397 from 15,616
Change-219 (-1%)
Value$677.3K (+$100.3K)
Filed 2026-11-04
Archer Investment Corp
UNCHANGED
Shares15,296 from 15,296
Change0 (0%)
Value$672.9K (+$107.7K)
Filed 2026-11-05
Legacy Wealth Asset Management, LLC
INCREASED
Shares15,258 from 15,137
Change+121 (+1%)
Value$671.2K (+$111.9K)
Filed 2026-10-09
Range Financial Group LLC
NEW
Shares14,843
Change+14,843
Value$652.9K
Filed 2026-10-21
Mill Capital Management, LLC
UNCHANGED
Shares14,828 from 14,828
Change0 (0%)
Value$652.3K (+$104.4K)
Filed 2026-10-26
Landmark Wealth Management, LLC
UNCHANGED
Shares14,800 from 14,800
Change0 (0%)
Value$651.1K (+$104.2K)
Filed 2026-11-03
Beese Fulmer Investment Management, Inc.
DECREASED
Shares14,740 from 15,575
Change-835 (-5%)
Value$648.4K (+$72.9K)
Filed 2026-10-23
HUB Investment Partners, LLC
INCREASED
Shares14,698 from 12,211
Change+2,487 (+20%)
Value$646.6K (+$195.4K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares14,480 from 14,730
Change-250 (-2%)
Value$637.0K (+$92.7K)
Filed 2026-10-22
Miller Global Investments, LLC
DECREASED
Shares14,455 from 14,769
Change-314 (-2%)
Value$635.9K (+$90.2K)
Filed 2026-10-02
Finward Bancorp
UNCHANGED
Shares14,438 from 14,438
Change0 (0%)
Value$635.1K (+$101.6K)
Filed 2026-10-14
Baxter Bros Inc
DECREASED
Shares13,972 from 14,472
Change-500 (-3%)
Value$614.6K (+$79.9K)
Filed 2026-11-04
Kathmere Capital Management, LLC
INCREASED
Shares13,937 from 12,808
Change+1,129 (+9%)
Value$613.1K (+$139.8K)
Filed 2026-10-20
Goelzer Investment Management, Inc.
INCREASED
Shares13,780 from 7,074
Change+6,706 (+95%)
Value$606.2K (+$344.8K)
Filed 2026-10-16
Allen Capital Group, LLC
INCREASED
Shares13,728 from 13,433
Change+295 (+2%)
Value$603.9K (+$107.5K)
Filed 2026-10-27
Monarch Capital Management Inc
DECREASED
Shares13,722 from 14,772
Change-1,050 (-7%)
Value$603.6K (+$57.8K)
Filed 2026-10-19
Winch Advisory Services, LLC
INCREASED
Shares13,694 from 13,581
Change+113 (+1%)
Value$602.4K (+$100.6K)
Filed 2026-11-06
Wright Investors Service Inc
INCREASED
Shares13,657 from 13,560
Change+97 (+1%)
Value$600.8K (+$99.7K)
Filed 2026-11-02
Kelleher Financial Advisors
DECREASED
Shares13,493 from 14,933
Change-1,440 (-10%)
Value$593.5K (+$41.8K)
Filed 2026-10-30
Garner Asset Management Corp
INCREASED
Shares13,392 from 13,358
Change+34 (+0%)
Value$676.7K (+$183.1K)
Filed 2026-10-30
Independence Bank of Kentucky
DECREASED
Shares13,386 from 13,486
Change-100 (-1%)
Value$588.9K (+$90.5K)
Filed 2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares13,353 from 17,641
Change-4,288 (-24%)
Value$587.6K (-$65.8K)
Filed 2026-10-29
Burford Brothers, Inc.
UNCHANGED
Shares13,352 from 13,352
Change0 (0%)
Value$587.4K (+$94.0K)
Filed 2026-10-21
Louisbourg Investments Inc.
UNCHANGED
Shares13,280 from 13,280
Change0 (0%)
Value$584.2K (+$93.5K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
DECREASED
Shares13,107 from 13,834
Change-727 (-5%)
Value$576.6K (+$65.4K)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares13,088 from 8,762
Change+4,326 (+49%)
Value$575.7K (+$252.0K)
Filed 2026-10-22
Peddock Capital Advisors, LLC
INCREASED
Shares13,083 from 13,075
Change+8 (+0%)
Value$575.5K (+$92.4K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
NEW
Shares13,077
Change+13,077
Value$575.3K
Filed 2026-10-21
Pekin Hardy Strauss, Inc.
INCREASED
Shares13,063 from 10,113
Change+2,950 (+29%)
Value$574.6K (+$201.0K)
Filed 2026-11-02
Edge Wealth Management LLC
INCREASED
Shares12,993 from 12,984
Change+9 (+0%)
Value$573.9K (+$94.1K)
Filed 2026-10-13
Busey Bank
DECREASED
Shares12,956 from 13,096
Change-140 (-1%)
Value$569.9K (+$86.0K)
Filed 2026-10-26
Welch & Forbes LLC
UNCHANGED
Shares12,690 from 12,690
Change0 (0%)
Value$558.2K (+$89.3K)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
DECREASED
Shares12,660 from 13,043
Change-383 (-3%)
Value$556.9K (+$75.0K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
DECREASED
Shares12,629 from 12,874
Change-245 (-2%)
Value$555.5K (+$79.8K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
DECREASED
Shares12,512 from 16,205
Change-3,693 (-23%)
Value$550.4K (-$48.3K)
Filed 2026-10-21
Rasp Wealth Solutions, LLC
UNCHANGED
Shares12,483 from 12,483
Change0 (0%)
Value$549.1K (+$87.9K)
Filed 2026-11-06
Aull & Monroe Investment Management Corp
UNCHANGED
Shares12,475 from 12,475
Change0 (0%)
Value$548.8K (+$87.8K)
Filed 2026-10-16
HBK Sorce Advisory LLC
INCREASED
Shares12,462 from 11,424
Change+1,038 (+9%)
Value$557.0K (+$86.3K)
Filed 2026-11-06
Pettinga Financial Advisors LLC
INCREASED
Shares12,304 from 12,171
Change+133 (+1%)
Value$541.3K (+$91.5K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares12,292 from 10,719
Change+1,573 (+15%)
Value$540.7K (+$144.7K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares12,228 from 13,294
Change-1,066 (-8%)
Value$537.9K (+$46.7K)
Filed 2026-10-13
Rose Capital Advisors LLC
NEW
Shares12,213
Change+12,213
Value$537.2K
Filed 2026-11-04
Portside Wealth Group, LLC
INCREASED
Shares12,051 from 8,939
Change+3,112 (+35%)
Value$530.1K (+$199.9K)
Filed 2026-10-20
Burrus Financial Services, Inc.
INCREASED
Shares12,003 from 11,867
Change+136 (+1%)
Value$528.0K (+$89.6K)
Filed 2026-10-22
Northeast Investment Management
UNCHANGED
Shares11,997 from 11,997
Change0 (0%)
Value$527.7K (+$84.5K)
Filed 2026-10-30
LVW Advisors, LLC
INCREASED
Shares11,918 from 11,030
Change+888 (+8%)
Value$524.3K (+$116.7K)
Filed 2026-10-19
Hilltop National Bank
DECREASED
Shares11,823 from 11,993
Change-170 (-1%)
Value$520.1K (+$77.0K)
Filed 2026-10-14
Sowell Financial Services LLC
INCREASED
Shares11,750 from 11,681
Change+69 (+1%)
Value$516.9K (+$85.3K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares11,745 from 10,052
Change+1,693 (+17%)
Value$516.7K (+$145.2K)
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares11,710 from 11,558
Change+152 (+1%)
Value$515.1K (+$88.0K)
Filed 2026-10-22
Tannin Capital LLC
DECREASED
Shares11,700 from 12,523
Change-823 (-7%)
Value$514.7K (+$52.0K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares11,634 from 10,910
Change+724 (+7%)
Value$511.8K (+$108.7K)
Filed 2026-11-04
Fruth Investment Management
UNCHANGED
Shares11,530 from 11,530
Change0 (0%)
Value$507.0K (+$81.0K)
Filed 2026-10-13
Simplex Trading, LLC
NEW
Shares11,360
Change+11,360
Value$499.7K
Filed 2026-11-04
Philadelphia Trust Co
DECREASED
Shares11,334 from 12,234
Change-900 (-7%)
Value$499.0K (+$47.0K)
Filed 2026-11-05
Advocate Investing Services LLC
UNCHANGED
Shares11,310 from 11,310
Change0 (0%)
Value$497.5K (+$79.6K)
Filed 2026-10-26
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares11,239 from 11,753
Change-514 (-4%)
Value$494.4K (+$60.1K)
Filed 2026-10-08
May Hill Capital, LLC
INCREASED
Shares11,221 from 9,680
Change+1,541 (+16%)
Value$493.6K (+$135.9K)
Filed 2026-11-03
Diversify Advisory Services, LLC
DECREASED
Shares11,186 from 12,657
Change-1,471 (-12%)
Value$541.9K (+$6.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares11,186 from 12,657
Change-1,471 (-12%)
Value$541.9K (+$6.3K)
Filed 2026-10-20
Grimes & Co Wealth Management, LLC
DECREASED
Shares11,163 from 11,757
Change-594 (-5%)
Value$491.0K (+$56.6K)
Filed 2026-10-29
Capital Investment Counsel, Inc
DECREASED
Shares11,155 from 11,855
Change-700 (-6%)
Value$490.7K (+$52.7K)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares11,120 from 9,402
Change+1,718 (+18%)
Value$489.2K (+$141.8K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares11,105 from 11,000
Change+105 (+1%)
Value$569.9K (+$86.7K)
Filed 2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares11,020 from 11,020
Change0 (0%)
Value$484.8K (+$77.6K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares10,953 from 14,912
Change-3,959 (-27%)
Value$481.8K (-$69.1K)
Filed 2026-10-15
Investors Research Corp
DECREASED
Shares10,940 from 11,190
Change-250 (-2%)
Value$481.3K (+$67.8K)
Filed 2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares10,688 from 13,639
Change-2,951 (-22%)
Value$470.2K (-$33.8K)
Filed 2026-10-27
Alessandra Capital Management, LLC
UNCHANGED
Shares10,634 from 10,634
Change0 (0%)
Value$467.8K (+$74.9K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares10,598 from 10,734
Change-136 (-1%)
Value$466.2K (+$69.6K)
Filed 2026-10-16
Soltis Investment Advisors LLC
INCREASED
Shares10,539 from 9,172
Change+1,367 (+15%)
Value$463.6K (+$124.7K)
Filed 2026-10-28
Rosenberg Matthew Hamilton
DECREASED
Shares10,531 from 11,227
Change-696 (-6%)
Value$463.3K (+$48.4K)
Filed 2026-10-05
Daymark Wealth Partners, LLC
INCREASED
Shares10,514 from 10,004
Change+510 (+5%)
Value$462.5K (+$92.8K)
Filed 2026-11-04
Old National Bancorp
DECREASED
Shares10,498 from 11,566
Change-1,068 (-9%)
Value$461.8K (+$34.4K)
Filed 2026-10-20
First Financial Corp
UNCHANGED
Shares10,463 from 10,463
Change0 (0%)
Value$460.3K (+$73.7K)
Filed 2026-10-13
Shayne & Jacobs, LLC
UNCHANGED
Shares10,446 from 10,446
Change0 (0%)
Value$459.5K (+$73.5K)
Filed 2026-10-21
Carnegie Investment Counsel
DECREASED
Shares10,426 from 10,839
Change-413 (-4%)
Value$458.7K (+$58.1K)
Filed 2026-10-20
Asset Advisory Group, Inc.
UNCHANGED
Shares10,424 from 10,424
Change0 (0%)
Value$458.6K (+$73.4K)
Filed 2026-10-20
Greenleaf Trust
DECREASED
Shares10,234 from 13,072
Change-2,838 (-22%)
Value$450.2K (-$32.8K)
Filed 2026-10-29
Net Worth Advisory Group
INCREASED
Shares10,202 from 8,416
Change+1,786 (+21%)
Value$454.0K (+$143.0K)
Filed 2026-10-20
Collaborative Fund Advisors, LLC
NEW
Shares10,113
Change+10,113
Value$444.9K
Filed 2026-11-02
AlphaCore Capital LLC
INCREASED
Shares10,105 from 8,966
Change+1,139 (+13%)
Value$444.5K (+$113.2K)
Filed 2026-11-04
Uniting Wealth Partners, LLC
INCREASED
Shares10,033 from 7,403
Change+2,630 (+36%)
Value$441.4K (+$167.8K)
Filed 2026-11-06
Sage Rhino Capital LLC
DECREASED
Shares10,024 from 10,371
Change-347 (-3%)
Value$441.0K (+$57.8K)
Filed 2026-10-28
Eagle Rock Investment Company, LLC
INCREASED
Shares9,987 from 9,421
Change+566 (+6%)
Value$439.3K (+$91.2K)
Filed 2026-10-21
Accurate Wealth Management, LLC
DECREASED
Shares9,914 from 11,420
Change-1,506 (-13%)
Value$481.1K (+$33.5K)
Filed 2026-10-20
Aprio Wealth Management, LLC
INCREASED
Shares9,891 from 8,281
Change+1,610 (+19%)
Value$435.1K (+$129.1K)
Filed 2026-10-28
Willis Johnson Wealth, Inc.
INCREASED
Shares9,888 from 7,106
Change+2,782 (+39%)
Value$435.0K (+$172.4K)
Filed 2026-11-03
Encompass Wealth Advisors, LLC
NEW
Shares9,866
Change+9,866
Value$434.0K
Filed 2026-10-15
Cherokee Insurance Co
UNCHANGED
Shares9,854 from 9,854
Change0 (0%)
Value$433.5K (+$69.4K)
Filed 2026-11-05
Davidson Trust Co
UNCHANGED
Shares9,820 from 9,820
Change0 (0%)
Value$432.0K (+$69.1K)
Filed 2026-10-09
Sentry LLC
DECREASED
Shares9,806 from 10,844
Change-1,038 (-10%)
Value$431.4K (+$30.7K)
Filed 2026-10-30
NTV Asset Management LLC
INCREASED
Shares9,763 from 6,367
Change+3,396 (+53%)
Value$429.5K (+$194.2K)
Filed 2026-10-23
Confluence Wealth Services, Inc.
DECREASED
Shares9,620 from 18,448
Change-8,828 (-48%)
Value$423.2K (-$258.5K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares9,538 from 13,798
Change-4,260 (-31%)
Value$419.6K (-$90.3K)
Filed 2026-10-15
ARK & TLK Investments, LLC
DECREASED
Shares9,532 from 14,391
Change-4,859 (-34%)
Value$419.3K (-$112.4K)
Filed 2026-10-20
Chicago Trust Co NA
UNCHANGED
Shares9,482 from 9,482
Change0 (0%)
Value$417.1K (+$66.8K)
Filed 2026-10-28
Augustine Asset Management Inc
DECREASED
Shares9,313 from 9,392
Change-79 (-1%)
Value$409.7K (+$62.6K)
Filed 2026-10-13
CapWealth Advisors, LLC
NEW
Shares9,191
Change+9,191
Value$404.3K
Filed 2026-10-05
Kanawha Capital Management LLC
DECREASED
Shares9,162 from 9,176
Change-14 (0%)
Value$403.0K (+$64.0K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares9,125 from 9,271
Change-146 (-2%)
Value$401.4K (+$58.8K)
Filed 2026-10-27
Weinberger Asset Management, Inc
UNCHANGED
Shares9,102 from 9,102
Change0 (0%)
Value$400.4K (-$11.2K)
Filed 2026-10-28
Advisors Management Group Inc
DECREASED
Shares9,058 from 9,248
Change-190 (-2%)
Value$398.0K (+$57.0K)
Filed 2026-11-05
Investment Research Partners LLC
INCREASED
Shares8,967 from 8,430
Change+537 (+6%)
Value$394.5K (+$83.0K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares8,907 from 8,862
Change+45 (+1%)
Value$391.8K (+$64.4K)
Filed 2026-10-08
71 West Capital Partners
INCREASED
Shares8,892 from 8,662
Change+230 (+3%)
Value$391.2K (+$71.1K)
Filed 2026-11-04
Eastern Bank
DECREASED
Shares8,870 from 18,895
Change-10,025 (-53%)
Value$390.2K (-$308.0K)
Filed 2026-10-05
Nations Financial Group Inc,
DECREASED
Shares8,674 from 9,097
Change-423 (-5%)
Value$381.6K (+$45.4K)
Filed 2026-11-05
Avalon Capital Management
UNCHANGED
Shares8,658 from 8,658
Change0 (0%)
Value$380.9K (+$61.0K)
Filed 2026-11-04
Peoples Bank
INCREASED
Shares8,599 from 8,275
Change+324 (+4%)
Value$378.3K (+$72.5K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares8,596 from 7,678
Change+918 (+12%)
Value$378.1K (+$94.4K)
Filed 2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED
Shares8,403 from 8,274
Change+129 (+2%)
Value$369.7K (+$63.9K)
Filed 2026-10-22
Asset Allocation & Management Company, LLC
UNCHANGED
Shares8,400 from 8,400
Change0 (0%)
Value$370.0K (+$60.0K)
Filed 2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares8,350 from 8,350
Change0 (0%)
Value$367.3K (+$58.8K)
Filed 2026-10-22
Accel Wealth Management
INCREASED
Shares8,349 from 7,629
Change+720 (+9%)
Value$367.3K (+$85.4K)
Filed 2026-10-13
Howland Capital Management LLC
UNCHANGED
Shares8,323 from 8,323
Change0 (0%)
Value$366.1K (+$58.6K)
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares8,310 from 7,953
Change+357 (+4%)
Value$365.6K (+$71.7K)
Filed 2026-10-02
Gallacher Capital Management LLC
DECREASED
Shares8,288 from 9,662
Change-1,374 (-14%)
Value$364.6K (+$7.6K)
Filed 2026-10-30
Caldwell Trust Co
UNCHANGED
Shares8,271 from 8,271
Change0 (0%)
Value$363.8K (+$58.2K)
Filed 2026-10-30
Sigma Investment Counselors Inc
UNCHANGED
Shares8,229 from 8,229
Change0 (0%)
Value$362.0K (+$57.9K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
UNCHANGED
Shares8,207 from 8,207
Change0 (0%)
Value$361.0K (+$57.8K)
Filed 2026-10-29
Focus Financial Network, Inc.
INCREASED
Shares8,183 from 8,139
Change+44 (+1%)
Value$360.0K (+$59.2K)
Filed 2026-10-14
Fiduciary Financial Group, LLC
INCREASED
Shares8,165 from 7,106
Change+1,059 (+15%)
Value$359.2K (+$96.6K)
Filed 2026-10-13
PDS Planning, Inc
DECREASED
Shares8,073 from 8,278
Change-205 (-2%)
Value$355.1K (+$49.3K)
Filed 2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$295.6K ($0)
Filed 2026-10-15
Retirement Planning Co of New England, Inc.
DECREASED
Shares7,989 from 8,542
Change-553 (-6%)
Value$351.4K (+$35.8K)
Filed 2026-10-15
King Luther Capital Management Corp
DECREASED
Shares7,942 from 9,173
Change-1,231 (-13%)
Value$349.4K (+$10.4K)
Filed 2026-11-05
Plancorp, LLC
INCREASED
Shares7,919 from 7,308
Change+611 (+8%)
Value$399.0K (+$100.6K)
Filed 2026-11-03
Essex Bank
UNCHANGED
Shares7,914 from 7,914
Change0 (0%)
Value$348.1K (+$55.6K)
Filed 2026-10-16
Almanack Investment Partners, Llc.
DECREASED
Shares7,911 from 8,230
Change-319 (-4%)
Value$348.0K (+$43.9K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares7,874 from 5,113
Change+2,761 (+54%)
Value$346.4K (+$157.4K)
Filed 2026-10-20
180 Wealth Advisors, LLC
DECREASED
Shares7,870 from 8,030
Change-160 (-2%)
Value$346.2K (+$49.5K)
Filed 2026-11-03
CPA Asset Management Group, LLC
UNCHANGED
Shares7,796 from 7,796
Change0 (0%)
Value$342.9K (+$54.9K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares7,788 from 8,073
Change-285 (-4%)
Value$342.6K (+$44.3K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares7,784 from 5,527
Change+2,257 (+41%)
Value$342.4K (+$138.2K)
Filed 2026-11-04
Insight 2811, Inc.
INCREASED
Shares7,775 from 7,366
Change+409 (+6%)
Value$342.0K (+$69.8K)
Filed 2026-11-06
Uptick Partners, LLC
INCREASED
Shares7,772 from 7,601
Change+171 (+2%)
Value$341.9K (+$61.0K)
Filed 2026-11-04
Jacobi Capital Management LLC
DECREASED
Shares7,758 from 8,840
Change-1,082 (-12%)
Value$341.3K (+$14.6K)
Filed 2026-11-05
Wealth Dimensions Group, Ltd.
INCREASED
Shares7,742 from 7,738
Change+4 (+0%)
Value$340.6K (+$54.6K)
Filed 2026-11-02
Abel Hall, LLC
INCREASED
Shares7,669 from 7,099
Change+570 (+8%)
Value$337.4K (+$75.1K)
Filed 2026-10-19
Thompson Siegel & Walmsley LLC
INCREASED
Shares7,654 from 7,504
Change+150 (+2%)
Value$337.0K (+$60.0K)
Filed 2026-11-05
Cullinan Associates Inc
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$334.3K (+$53.5K)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares7,478 from 7,158
Change+320 (+4%)
Value$346.7K (+$66.1K)
Filed 2026-10-09
AMG National Trust Bank
NEW
Shares7,458
Change+7,458
Value$328.1K
Filed 2026-11-05
Vista Investment Partners LLC
INCREASED
Shares7,397 from 7,016
Change+381 (+5%)
Value$325.4K (+$66.2K)
Filed 2026-10-08
Smith Group Asset Management, LLC
DECREASED
Shares7,280 from 66,320
Change-59,040 (-89%)
Value$320.2K (-$2.1M)
Filed 2026-10-27
Adell Harriman & Carpenter Inc
NEW
Shares7,225
Change+7,225
Value$317.8K
Filed 2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW
Shares7,214
Change+7,214
Value$321.0K
Filed 2026-10-15
North Point Portfolio Managers Corp
INCREASED
Shares7,138 from 6,957
Change+181 (+3%)
Value$314.0K (+$56.9K)
Filed 2026-10-07
Visionary Wealth Advisors
DECREASED
Shares7,070 from 7,315
Change-245 (-3%)
Value$311.0K (+$40.7K)
Filed 2026-11-04
SteelPeak Wealth, LLC
INCREASED
Shares7,025 from 6,933
Change+92 (+1%)
Value$309.0K (+$52.9K)
Filed 2026-10-16
CWA Asset Management Group, LLC
INCREASED
Shares7,013 from 6,856
Change+157 (+2%)
Value$308.5K (+$55.2K)
Filed 2026-10-19
U S Global Investors Inc
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$307.9K (+$49.3K)
Filed 2026-10-22
Grey Ledge Advisors, LLC
UNCHANGED
Shares6,998 from 6,998
Change0 (0%)
Value$307.8K (+$49.3K)
Filed 2026-11-02
Lodestar Private Asset Management LLC
DECREASED
Shares6,981 from 7,000
Change-19 (0%)
Value$307.1K (+$48.4K)
Filed 2026-10-26
Summit Global Investments
NEW
Shares6,950
Change+6,950
Value$306.0K
Filed 2026-10-28
Natixis
DECREASED
Shares6,945 from 10,017
Change-3,072 (-31%)
Value$305.5K (-$64.6K)
Filed 2026-11-06
Brown, Lisle Ings, Inc.
INCREASED
Shares6,927 from 6,904
Change+23 (+0%)
Value$304.7K (+$49.6K)
Filed 2026-10-16
Cutler Investment Counsel LLC
INCREASED
Shares6,908 from 6,898
Change+10 (+0%)
Value$303.9K (+$49.0K)
Filed 2026-10-28
United Asset Strategies, Inc.
UNCHANGED
Shares6,801 from 6,801
Change0 (0%)
Value$299.2K (+$47.9K)
Filed 2026-10-28
Powers Advisory Group, LLC
DECREASED
Shares6,786 from 7,069
Change-283 (-4%)
Value$298.5K (+$37.3K)
Filed 2026-10-14
Anchyra Partners LLC
NEW
Shares6,778
Change+6,778
Value$298.2K
Filed 2026-10-13
Chapin Davis, Inc.
INCREASED
Shares6,742 from 6,613
Change+129 (+2%)
Value$296.6K (+$52.2K)
Filed 2026-10-09
Robertson Stephens Wealth Management, LLC
DECREASED
Shares6,705 from 6,821
Change-116 (-2%)
Value$295.0K (+$42.9K)
Filed 2026-10-16
Crescent Grove Advisors, LLC
INCREASED
Shares6,700 from 6,250
Change+450 (+7%)
Value$294.7K (+$63.8K)
Filed 2026-10-21
CRA Financial Services, LLC
DECREASED
Shares6,658 from 6,784
Change-126 (-2%)
Value$292.9K (+$42.2K)
Filed 2026-10-16
Diversified Enterprises, LLC
INCREASED
Shares6,634 from 6,275
Change+359 (+6%)
Value$291.8K (+$60.0K)
Filed 2026-10-19
Northland Securities, Inc.
UNCHANGED
Shares6,540 from 6,540
Change0 (0%)
Value$287.7K (+$46.0K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
NEW
Shares6,520
Change+6,520
Value$286.8K
Filed 2026-10-21
Excalibur Management Corp
INCREASED
Shares6,501 from 6,277
Change+224 (+4%)
Value$286.0K (+$54.0K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares6,489 from 6,560
Change-71 (-1%)
Value$285.5K (+$43.1K)
Filed 2026-11-03
Eads & Heald Wealth Management
DECREASED
Shares6,482 from 6,520
Change-38 (-1%)
Value$285.1K (+$44.2K)
Filed 2026-10-29
Duncker Streett & Co Inc
UNCHANGED
Shares6,480 from 6,480
Change0 (0%)
Value$285.1K (+$45.6K)
Filed 2026-10-27
SS&H Financial Advisors, Inc.
UNCHANGED
Shares6,480 from 6,480
Change0 (0%)
Value$285.0K (+$46.0K)
Filed 2026-10-28
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares6,405 from 6,248
Change+157 (+3%)
Value$285.1K (+$51.5K)
Filed 2026-10-19
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares6,376 from 6,376
Change0 (0%)
Value$280.5K (+$44.9K)
Filed 2026-10-27
Yoffe Investment Management, LLC
UNCHANGED
Shares6,363 from 6,363
Change0 (0%)
Value$279.9K (+$44.8K)
Filed 2026-11-02
Zions Bancorporation, National Association
DECREASED
Shares6,358 from 6,384
Change-26 (0%)
Value$279.7K (+$43.8K)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares6,335 from 6,702
Change-367 (-5%)
Value$278.7K (+$31.0K)
Filed 2026-10-26
S&A Financial Services, Inc.
INCREASED
Shares6,302 from 6,262
Change+40 (+1%)
Value$277.2K (+$45.9K)
Filed 2026-11-03
Hurlow Wealth Management Group, Inc.
INCREASED
Shares6,271 from 6,264
Change+7 (+0%)
Value$275.9K (+$44.4K)
Filed 2026-10-29
Verdence Capital Advisors LLC
INCREASED
Shares6,267 from 6,238
Change+29 (+0%)
Value$275.7K (+$45.2K)
Filed 2026-10-26
Manchester Financial Inc
INCREASED
Shares6,237 from 6,232
Change+5 (+0%)
Value$274.4K (+$44.1K)
Filed 2026-10-15
Eclectic Associates Inc
DECREASED
Shares6,218 from 6,446
Change-228 (-4%)
Value$273.5K (+$35.3K)
Filed 2026-10-09
Cornerstone Wealth Group, LLC
INCREASED
Shares6,071 from 5,517
Change+554 (+10%)
Value$267.1K (+$63.2K)
Filed 2026-11-02
Emprise Bank
UNCHANGED
Shares6,052 from 6,052
Change0 (0%)
Value$266.2K (+$42.6K)
Filed 2026-10-07
Valmark Advisers, Inc.
INCREASED
Shares6,051 from 5,756
Change+295 (+5%)
Value$266.2K (+$53.5K)
Filed 2026-11-06
Westover Capital Advisors, LLC
NEW
Shares6,037
Change+6,037
Value$265.6K
Filed 2026-10-26
Allegheny Financial Group
DECREASED
Shares6,033 from 6,059
Change-26 (0%)
Value$265.4K (+$41.5K)
Filed 2026-11-05
Gratus Wealth Advisors, LLC
INCREASED
Shares6,019 from 5,949
Change+70 (+1%)
Value$264.8K (+$45.0K)
Filed 2026-10-26
Silverlake Wealth Management LLC
INCREASED
Shares5,938 from 5,925
Change+13 (+0%)
Value$261.2K (+$42.3K)
Filed 2026-10-21
Integrated Advisors Network LLC
INCREASED
Shares5,930 from 5,829
Change+101 (+2%)
Value$260.9K (+$45.5K)
Filed 2026-10-20
Ferguson Wellman Capital Management, Inc
INCREASED
Shares5,911 from 5,871
Change+40 (+1%)
Value$260.0K (+$43.1K)
Filed 2026-10-05
Long Road Investment Counsel, LLC
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$259.5K (+$41.5K)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares5,878 from 5,878
Change0 (0%)
Value$258.6K (+$41.4K)
Filed 2026-10-28
Avantax Planning Partners, Inc.
INCREASED
Shares5,873 from 5,862
Change+11 (+0%)
Value$258.4K (+$41.8K)
Filed 2026-11-03
Brucke Financial, Inc.
DECREASED
Shares5,866 from 6,986
Change-1,120 (-16%)
Value$258.0K (-$87)
Filed 2026-10-23
Forum Financial Management, LP
DECREASED
Shares5,846 from 5,928
Change-82 (-1%)
Value$257.2K (+$38.1K)
Filed 2026-10-16
Resonant Capital Advisors, LLC
INCREASED
Shares5,846 from 5,831
Change+15 (+0%)
Value$257.2K (+$41.7K)
Filed 2026-10-15
Investment Partners, Ltd.
NEW
Shares5,840
Change+5,840
Value$256.9K
Filed 2026-10-29
Riversedge Advisors, LLC
NEW
Shares5,829
Change+5,829
Value$256.4K
Filed 2026-10-09
Optivise Advisory Services LLC
INCREASED
Shares5,784 from 5,769
Change+15 (+0%)
Value$254.4K (+$41.3K)
Filed 2026-10-19
Altfest L J & Co Inc
INCREASED
Shares5,769 from 5,756
Change+13 (+0%)
Value$253.8K (+$41.1K)
Filed 2026-10-27
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares5,765 from 5,765
Change0 (0%)
Value$253.6K (+$40.6K)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares5,741 from 5,529
Change+212 (+4%)
Value$252.5K (+$48.2K)
Filed 2026-10-30
Bison Wealth, LLC
DECREASED
Shares5,728 from 6,540
Change-812 (-12%)
Value$267.7K (+$23.1K)
Filed 2026-10-13
Level Four Advisory Services, LLC
DECREASED
Shares5,703 from 7,945
Change-2,242 (-28%)
Value$250.9K (-$42.7K)
Filed 2026-11-06
Yousif Capital Management, LLC
UNCHANGED
Shares5,681 from 5,681
Change0 (0%)
Value$249.9K (+$40.0K)
Filed 2026-10-22
Willow Creek Capital Management, Inc.
UNCHANGED
Shares5,667 from 5,667
Change0 (0%)
Value$209.4K ($0)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
NEW
Shares5,614
Change+5,614
Value$247.0K
Filed 2026-10-07
Simplicity Wealth,LLC
NEW
Shares5,567
Change+5,567
Value$244.9K
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares5,538 from 5,859
Change-321 (-5%)
Value$243.6K (+$27.1K)
Filed 2026-10-27
Ignite Planners, LLC
INCREASED
Shares5,502 from 5,454
Change+48 (+1%)
Value$242.0K (+$40.4K)
Filed 2026-10-14
Spectrum Planning & Advisory Services Inc.
NEW
Shares5,466
Change+5,466
Value$240.4K
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares5,466 from 5,222
Change+244 (+5%)
Value$243.3K (+$41.7K)
Filed 2026-10-08
Fiduciary Alliance LLC
NEW
Shares5,435
Change+5,435
Value$239.1K
Filed 2026-10-13
D'Orazio & Associates, Inc.
NEW
Shares5,378
Change+5,378
Value$236.6K
Filed 2026-11-04
Eagle Global Advisors LLC
NEW
Shares5,359
Change+5,359
Value$235.7K
Filed 2026-11-02
SAX Wealth Advisors, LLC
NEW
Shares5,341
Change+5,341
Value$235.0K
Filed 2026-10-13
Everest Financial Group LLC
NEW
Shares5,295
Change+5,295
Value$232.9K
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares5,252 from 5,224
Change+28 (+1%)
Value$231.1K (+$38.1K)
Filed 2026-10-08
Citizens Financial Group Inc
NEW
Shares5,251
Change+5,251
Value$231.0K
Filed 2026-10-23
Retirement Planning Group, LLC
NEW
Shares5,250
Change+5,250
Value$230.9K
Filed 2026-10-19
Xponance LLC
NEW
Shares5,246
Change+5,246
Value$230.8K
Filed 2026-11-03
Weitzel Financial Services, Inc.
NEW
Shares5,222
Change+5,222
Value$233.8K
Filed 2026-10-16
Cottonwood Capital Advisors, LLC
NEW
Shares5,220
Change+5,220
Value$229.6K
Filed 2026-10-20
Kure Advisory, LLC
NEW
Shares5,188
Change+5,188
Value$228.2K
Filed 2026-10-08
Searle & Co.
NEW
Shares5,181
Change+5,181
Value$227.9K
Filed 2026-11-04
Summit Financial Wealth Advisors, LLC
NEW
Shares5,176
Change+5,176
Value$227.7K
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares5,144 from 4,921
Change+223 (+5%)
Value$226.3K (+$44.4K)
Filed 2026-11-04
CMG Global Holdings, LLC
NEW
Shares5,120
Change+5,120
Value$225.2K
Filed 2026-10-14
Traveka Wealth, LLC
NEW
Shares5,089
Change+5,089
Value$223.9K
Filed 2026-10-19
1900 Wealth Management LLC
NEW
Shares5,086
Change+5,086
Value$223.7K
Filed 2026-10-13
Cullen Investment Group, Ltd.
DECREASED
Shares5,032 from 5,671
Change-639 (-11%)
Value$235.1K (+$25.6K)
Filed 2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares5,015
Change+5,015
Value$220.6K
Filed 2026-10-28
XY Planning Network, Inc.
NEW
Shares5,014
Change+5,014
Value$220.6K
Filed 2026-10-14
Appalachian Capital Management Ltd
NEW
Shares5,000
Change+5,000
Value$220.0K
Filed 2026-10-14
Pavaki Capital Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$220.0K (+$35.2K)
Filed 2026-10-26
Peoples Financial Services Corp.
DECREASED
Shares4,975 from 5,008
Change-33 (-1%)
Value$218.8K (+$33.8K)
Filed 2026-10-20
JB Capital LLC
NEW
Shares4,966
Change+4,966
Value$218.5K
Filed 2026-10-19
Bayforest Capital Ltd
NEW
Shares4,961
Change+4,961
Value$218.2K
Filed 2026-11-03
Successful Portfolios LLC
DECREASED
Shares4,910 from 6,472
Change-1,562 (-24%)
Value$219.1K (-$32.2K)
Filed 2026-10-09
Secure Asset Management, LLC
NEW
Shares4,899
Change+4,899
Value$215.5K
Filed 2026-10-19
Stonebridge Financial Group, LLC
NEW
Shares4,868
Change+4,868
Value$214.1K
Filed 2026-10-01
Clear Trail Advisors, LLC
NEW
Shares4,854
Change+4,854
Value$213.5K
Filed 2026-10-20
Cromwell Holdings LLC
UNCHANGED
Shares4,853 from 4,853
Change0 (0%)
Value$213.5K (+$34.2K)
Filed 2026-10-28
Avail Investment Partners, LLC
NEW
Shares4,835
Change+4,835
Value$212.7K
Filed 2026-10-16
SmartHarvest Portfolios, LLC
DECREASED
Shares4,832 from 5,942
Change-1,110 (-19%)
Value$212.5K (-$7.0K)
Filed 2026-10-26
Convergence Financial, LLC
DECREASED
Shares4,800 from 10,734
Change-5,934 (-55%)
Value$211.2K (-$185.5K)
Filed 2026-10-27
Kingdom Financial Group Llc.
UNCHANGED
Shares4,797 from 4,797
Change0 (0%)
Value$211.0K (+$33.8K)
Filed 2026-11-04
IFG Advisors, LLC
NEW
Shares4,794
Change+4,794
Value$210.9K
Filed 2026-10-15
Quantum Financial Advisors, LLC
NEW
Shares4,792
Change+4,792
Value$210.8K
Filed 2026-11-03
Bath Savings Trust Co
NEW
Shares4,781
Change+4,781
Value$210.3K
Filed 2026-10-07
LongView Wealth Management
NEW
Shares4,751
Change+4,751
Value$209.0K
Filed 2026-10-19
Woodley Farra Manion Portfolio Management Inc
NEW
Shares4,722
Change+4,722
Value$207.7K
Filed 2026-11-05
Tctc Holdings, LLC
NEW
Shares4,700
Change+4,700
Value$206.8K
Filed 2026-11-02
Hummer Financial Advisory Services Inc
NEW
Shares4,668
Change+4,668
Value$205.3K
Filed 2026-10-09
ARS Wealth Advisors Group, LLC
NEW
Shares4,658
Change+4,658
Value$204.9K
Filed 2026-10-16
Sound Income Strategies, LLC
NEW
Shares4,637
Change+4,637
Value$215.0K
Filed 2026-10-09
Nfsg Corp
DECREASED
Shares4,627 from 6,622
Change-1,995 (-30%)
Value$203.5K (-$41.2K)
Filed 2026-10-15
Claro Advisors Inc.
NEW
Shares4,618
Change+4,618
Value$203.1K
Filed 2026-11-02
Ascent Group, LLC
DECREASED
Shares4,598 from 6,208
Change-1,610 (-26%)
Value$202.3K (-$27.1K)
Filed 2026-10-30
KCM Investment Advisors LLC
NEW
Shares4,573
Change+4,573
Value$201.2K
Filed 2026-10-27
Gryphon Financial Partners LLC
NEW
Shares4,568
Change+4,568
Value$201.0K
Filed 2026-11-04
Fulton Bank, N.A.
NEW
Shares4,567
Change+4,567
Value$200.9K
Filed 2026-10-14
Oakworth Capital, Inc.
INCREASED
Shares4,482 from 4,393
Change+89 (+2%)
Value$197.2K (+$38.4K)
Filed 2026-10-26
Affinity Capital Advisors, LLC
NEW
Shares4,445
Change+4,445
Value$205.6K
Filed 2026-10-13
Golden State Wealth Management, LLC
INCREASED
Shares4,410 from 4,177
Change+233 (+6%)
Value$194.0K (+$39.7K)
Filed 2026-11-02
Cullen T Bankers, Inc.
INCREASED
Shares4,249 from 3,855
Change+394 (+10%)
Value$186.9K (+$44.5K)
Filed 2026-10-28
First Horizon Corp
INCREASED
Shares4,111 from 3,903
Change+208 (+5%)
Value$180.8K (+$36.6K)
Filed 2026-10-26
Harbor Capital Advisors, Inc.
NEW
Shares4,058
Change+4,058
Value$179.0K
Filed 2026-10-22
Salomon & Ludwin, LLC
DECREASED
Shares3,782 from 3,783
Change-1 (0%)
Value$166.4K (+$29.6K)
Filed 2026-10-29
William Mack & Associates, Inc.
NEW
Shares3,769
Change+3,769
Value$165.8K
Filed 2026-10-27
Nemes Rush Group LLC
DECREASED
Shares3,739 from 3,814
Change-75 (-2%)
Value$164.5K (+$23.5K)
Filed 2026-11-04
Acropolis Investment Management, LLC
UNCHANGED
Shares3,724 from 3,724
Change0 (0%)
Value$163.8K (+$26.2K)
Filed 2026-10-08
Parkside Financial Bank & Trust
INCREASED
Shares3,708 from 3,260
Change+448 (+14%)
Value$163.1K (+$42.7K)
Filed 2026-10-27
Vima LLC
DECREASED
Shares3,685 from 3,900
Change-215 (-6%)
Value$162.1K (+$18.0K)
Filed 2026-10-23
First Premier Bank
UNCHANGED
Shares3,566 from 3,566
Change0 (0%)
Value$157.0K (+$40.0K)
Filed 2026-10-13
City Holding Co
DECREASED
Shares3,410 from 3,888
Change-478 (-12%)
Value$150.0K (+$6.3K)
Filed 2026-10-19
City State Bank
UNCHANGED
Shares3,343 from 3,343
Change0 (0%)
Value$147.1K (+$23.5K)
Filed 2026-10-20
Community Financial Services Group, LLC
DECREASED
Shares3,320 from 3,709
Change-389 (-10%)
Value$147.7K (+$13.7K)
Filed 2026-10-15
Toth Financial Advisory Corp
UNCHANGED
Shares3,307 from 3,307
Change0 (0%)
Value$145.5K (+$23.3K)
Filed 2026-10-08
Bank & Trust Co
INCREASED
Shares3,204 from 2,648
Change+556 (+21%)
Value$140.9K (+$43.1K)
Filed 2026-10-07
Key FInancial Inc
UNCHANGED
Shares3,079 from 3,079
Change0 (0%)
Value$135.4K (+$21.7K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares3,066
Change+3,066
Value$134.9K
Filed 2026-10-27
Union Bancaire Privee, UBP SA
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$131.7K (+$18.9K)
Filed 2026-11-04
CrossGen Wealth, LLC
DECREASED
Shares2,981 from 3,292
Change-311 (-9%)
Value$131.1K (+$9.5K)
Filed 2026-10-30
Nvwm, LLC
UNCHANGED
Shares2,898 from 2,898
Change0 (0%)
Value$127.5K (+$20.4K)
Filed 2026-10-14
Asset Dedication, LLC
UNCHANGED
Shares2,879 from 2,879
Change0 (0%)
Value$126.6K (+$20.3K)
Filed 2026-11-03
First Bancorp, Inc
UNCHANGED
Shares2,834 from 2,834
Change0 (0%)
Value$124.7K (+$20.0K)
Filed 2026-10-26
Avion Wealth
INCREASED
Shares2,807 from 2,800
Change+7 (+0%)
Value$123.0K (+$20.0K)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares2,804 from 2,737
Change+67 (+2%)
Value$123.3K (+$22.2K)
Filed 2026-10-26
Steph & Co
UNCHANGED
Shares2,792 from 2,792
Change0 (0%)
Value$122.8K (+$19.7K)
Filed 2026-10-07
Trust Co of Toledo NA
DECREASED
Shares2,760 from 3,860
Change-1,100 (-28%)
Value$121.4K (-$21.2K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,679 from 2,445
Change+234 (+10%)
Value$117.9K (+$27.5K)
Filed 2026-10-27
Trust Co of Vermont
INCREASED
Shares2,505 from 1,980
Change+525 (+27%)
Value$110.2K (+$37.0K)
Filed 2026-10-21
Tompkins Financial Corp
UNCHANGED
Shares2,456 from 2,456
Change0 (0%)
Value$108.0K (+$17.3K)
Filed 2026-10-05
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$107.8K (+$17.2K)
Filed 2026-10-20
Jnba Financial Advisors
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$107.3K (+$17.2K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares2,429
Change+2,429
Value$106.8K
Filed 2026-10-21
Summit Securities Group LLC
INCREASED
Shares2,400 from 1,800
Change+600 (+33%)
Value$105.6K (+$39.1K)
Filed 2026-11-05
Hilton Head Capital Partners, LLC
INCREASED
Shares2,125 from 2,124
Change+1 (+0%)
Value$93.5K (+$15.0K)
Filed 2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,034 from 2,034
Change0 (0%)
Value$89.5K (+$14.3K)
Filed 2026-10-22
Leonteq Securities AG
DECREASED
Shares1,978 from 4,924
Change-2,946 (-60%)
Value$87.0K (-$94.9K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
INCREASED
Shares1,957 from 260
Change+1,697 (+653%)
Value$86.1K (+$76.5K)
Filed 2026-10-30
KFG LLC
NEW
Shares1,948
Change+1,948
Value$85.7K
Filed 2026-11-02
Owl Creek Wealth Partners LLC
INCREASED
Shares1,940 from 1,863
Change+77 (+4%)
Value$85.3K (+$16.5K)
Filed 2026-10-20
Valley National Advisers Inc
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$83.8K (+$13.4K)
Filed 2026-10-23
Tounjian Advisory Partners, LLC
INCREASED
Shares1,896 from 1,875
Change+21 (+1%)
Value$83.4K (+$14.1K)
Filed 2026-11-04
Grove Bank & Trust
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$80.0K (+$12.8K)
Filed 2026-10-08
Fairscale Capital, LLC
UNCHANGED
Shares1,719 from 1,719
Change0 (0%)
Value$86.6K (+$23.1K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
INCREASED
Shares1,717 from 1,708
Change+9 (+1%)
Value$75.5K (+$12.4K)
Filed 2026-10-09
New England Capital Financial Advisors LLC
UNCHANGED
Shares1,702 from 1,702
Change0 (0%)
Value$74.9K (+$12.0K)
Filed 2026-11-03
Ascentis Wealth Management, LLC
INCREASED
Shares1,698 from 1,546
Change+152 (+10%)
Value$74.7K (+$17.6K)
Filed 2026-11-03
Community Bank, N.A.
UNCHANGED
Shares1,685 from 1,685
Change0 (0%)
Value$74.1K (+$11.8K)
Filed 2026-11-06
Pillar Financial Advisors, LLC
NEW
Shares1,651
Change+1,651
Value$72.6K
Filed 2026-10-21
Jcic Asset Management Inc.
DECREASED
Shares1,616 from 1,765
Change-149 (-8%)
Value$71.1K (-$11.9K)
Filed 2026-10-30
West Branch Capital LLC
UNCHANGED
Shares1,601 from 1,601
Change0 (0%)
Value$70.4K (+$11.3K)
Filed 2026-10-20
Compass Wealth Management LLC
NEW
Shares1,534
Change+1,534
Value$67.5K
Filed 2026-10-22
Coastline Trust Co
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$67.3K (+$10.8K)
Filed 2026-10-01
Covestor Ltd
INCREASED
Shares1,504 from 352
Change+1,152 (+327%)
Value$66.0K (+$53.0K)
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares1,478 from 1,478
Change0 (0%)
Value$66.2K (+$11.6K)
Filed 2026-11-02
Barrett & Company, Inc.
UNCHANGED
Shares1,464 from 1,464
Change0 (0%)
Value$64.4K (+$10.3K)
Filed 2026-10-22
Triumph Capital Management
UNCHANGED
Shares1,442 from 1,442
Change0 (0%)
Value$63.4K (+$10.1K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$59.6K (+$9.5K)
Filed 2026-11-03
Nisa Investment Advisors, LLC
INCREASED
Shares1,323 from 1,297
Change+26 (+2%)
Value$58.2K (+$10.3K)
Filed 2026-10-20
Center for Financial Planning, Inc.
INCREASED
Shares1,288 from 1,210
Change+78 (+6%)
Value$56.7K (+$11.9K)
Filed 2026-10-26
Vision Financial Markets LLC
UNCHANGED
Shares1,286 from 1,286
Change0 (0%)
Value$56.6K (+$9.1K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
INCREASED
Shares1,255 from 1,254
Change+1 (+0%)
Value$55.2K (+$8.9K)
Filed 2026-10-20
James T. Borello RIA
INCREASED
Shares1,249 from 1,238
Change+11 (+1%)
Value$54.9K (+$9.2K)
Filed 2026-10-16
Financial Management Professionals, Inc.
DECREASED
Shares1,224 from 1,316
Change-92 (-7%)
Value$53.8K (+$5.2K)
Filed 2026-10-23
Gen-Wealth Partners Inc
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$51.0K (+$8.2K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,150 from 1,302
Change-152 (-12%)
Value$44.0K (+$7.0K)
Filed 2026-11-04
Sawyer & Company, Inc
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$48.6K (+$7.8K)
Filed 2026-10-21
Towne Trust Company, N.a
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$47.7K (+$7.6K)
Filed 2026-10-28
Acima Private Wealth, LLC
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$46.5K (+$7.4K)
Filed 2026-10-05
Daytona Street Capital LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$44.9K (+$6.0K)
Filed 2026-10-15
TFC Financial Management, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$44.0K (+$7.0K)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
INCREASED
Shares991 from 495
Change+496 (+100%)
Value$43.6K (+$25.3K)
Filed 2026-10-28
Proathlete Wealth Management LLC
NEW
Shares952
Change+952
Value$41.9K
Filed 2026-10-15
Flagship Wealth Advisors, LLC
DECREASED
Shares928 from 1,033
Change-105 (-10%)
Value$40.8K (+$2.7K)
Filed 2026-11-03
CX Institutional
INCREASED
Shares928 from 925
Change+3 (+0%)
Value$41 (-$34.0K)
Filed 2026-10-02
Concord Wealth Partners
INCREASED
Shares854 from 713
Change+141 (+20%)
Value$37.6K (+$11.2K)
Filed 2026-11-02
Chilton Capital Management LLC
DECREASED
Shares800 from 1,123
Change-323 (-29%)
Value$35.2K (-$6.3K)
Filed 2026-10-28
Adirondack Trust Co
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$34.5K (+$5.5K)
Filed 2026-10-14
Bank of New Hampshire
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$34.5K (+$5.5K)
Filed 2026-10-06
Cornerstone National Bank & Trust Co
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$34.0K (+$6.4K)
Filed 2026-10-20
Asset Planning,Inc
UNCHANGED
Shares729 from 729
Change0 (0%)
Value$32.1K (+$5.1K)
Filed 2026-10-26
Manchester Capital Management LLC
DECREASED
Shares726 from 739
Change-13 (-2%)
Value$31.9K (+$4.6K)
Filed 2026-10-22
Wilkerson Advisory Group LLC
INCREASED
Shares724 from 722
Change+2 (+0%)
Value$31.9K (+$5.2K)
Filed 2026-10-20
Capital Advisors, Ltd. LLC
UNCHANGED
Shares718 from 718
Change0 (0%)
Value$32 (+$5)
Filed 2026-10-27
Signature Resources Capital Management, LLC
DECREASED
Shares709 from 960
Change-251 (-26%)
Value$31.2K (-$4.3K)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares708 from 608
Change+100 (+16%)
Value$31.1K (+$8.7K)
Filed 2026-10-15
Trust Co
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$30.9K (+$4.9K)
Filed 2026-10-09
Meriwether Wealth & Planning, LLC
NEW
Shares700
Change+700
Value$30.8K
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares700 from 3,951
Change-3,251 (-82%)
Value$31.0K (-$115.0K)
Filed 2026-10-23
Miller Wealth Advisors, LLC
INCREASED
Shares692 from 684
Change+8 (+1%)
Value$30.4K (+$5.2K)
Filed 2026-11-02
True Wealth Design, LLC
INCREASED
Shares690 from 560
Change+130 (+23%)
Value$30.4K (+$9.7K)
Filed 2026-10-13
Montag A & Associates Inc
DECREASED
Shares683 from 1,276
Change-593 (-46%)
Value$30.0K (-$17.1K)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$29.9K (+$4.8K)
Filed 2026-11-03
Essex Investment Management Co LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$29.1K (+$4.7K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
DECREASED
Shares646 from 709
Change-63 (-9%)
Value$28.4K (+$2.3K)
Filed 2026-11-05
StrongBox Wealth, LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$27.6K (+$4.4K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
INCREASED
Shares616 from 615
Change+1 (+0%)
Value$27.1K (+$4.4K)
Filed 2026-10-23
Mcdonald Partners LLC
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$27.1K (+$4.3K)
Filed 2026-11-03
Albion Financial Group
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$26.4K (+$4.2K)
Filed 2026-10-21
Bayban
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$22.2K ($0)
Filed 2026-11-05
First United Bank & Trust
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$26.4K (+$4.2K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED
Shares587 from 587
Change0 (0%)
Value$25.8K (+$4.1K)
Filed 2026-10-13
Ares Financial Consulting, LLC
DECREASED
Shares573 from 662
Change-89 (-13%)
Value$25.2K (+$745)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares568 from 583
Change-15 (-3%)
Value$25.0K (+$3.4K)
Filed 2026-10-16
Kozak & Associates, Inc.
INCREASED
Shares567 from 563
Change+4 (+1%)
Value$28.2K (+$7.9K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$24.7K (+$4.0K)
Filed 2026-10-15
NBH Bank
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$24.2K (+$3.9K)
Filed 2026-11-05
Strengthening Families & Communities, LLC
INCREASED
Shares527 from 524
Change+3 (+1%)
Value$23.2K (+$3.8K)
Filed 2026-10-21
Addison Advisors LLC
INCREASED
Shares524 from 500
Change+24 (+5%)
Value$23.1K (+$4.6K)
Filed 2026-11-06
Farmers & Merchants Investments Inc
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$22.7K (+$3.6K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$22.3K (+$3.6K)
Filed 2026-10-21
PFS Partners, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$22.0K (+$3.5K)
Filed 2026-10-21
Country Trust Bank
INCREASED
Shares488 from 457
Change+31 (+7%)
Value$21.5K (+$4.6K)
Filed 2026-10-30
West Financial Advisors, LLC
NEW
Shares463
Change+463
Value$20.4K
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares449
Change+449
Value$19.8K
Filed 2026-10-27
Compass Financial Management LLC
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$19.1K (+$3.1K)
Filed 2026-10-30
Birchbrook, Inc.
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$18.8K (+$3.0K)
Filed 2026-10-14
William B. Walkup & Associates, Inc.
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$17.9K (+$2.9K)
Filed 2026-11-05
Accordant Advisory Group Inc
DECREASED
Shares400 from 700
Change-300 (-43%)
Value$17.6K (-$8.3K)
Filed 2026-10-29
Coston, McIsaac & Partners
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$17.0K (+$17.0K)
Filed 2026-11-06
Bare Financial Services, Inc
DECREASED
Shares371 from 403
Change-32 (-8%)
Value$16.3K (+$1.4K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
INCREASED
Shares370 from 366
Change+4 (+1%)
Value$16.3K (+$2.8K)
Filed 2026-11-02
CKW Financial Group
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$16 (+$3)
Filed 2026-10-29
Canton Hathaway, LLC
NEW
Shares361
Change+361
Value$15.9K
Filed 2026-10-23
Hara Capital LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$15.8K (+$2.5K)
Filed 2026-10-30
Rothwell Investment Advisors, LLC
NEW
Shares355
Change+355
Value$15.6K
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$15.6K (+$2.5K)
Filed 2026-10-23
Essential Partners LLC
DECREASED
Shares352 from 354
Change-2 (-1%)
Value$15.5K (+$2.4K)
Filed 2026-10-14
Nvest Wealth Strategies, Inc.
DECREASED
Shares350 from 373
Change-23 (-6%)
Value$15.4K (+$1.6K)
Filed 2026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$15.1K (+$2.4K)
Filed 2026-10-22
Kentucky Trust Co
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$14.6K (+$2.3K)
Filed 2026-10-15
Financially Speaking Inc
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$14.5K (-$992)
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$14.1K (+$2.3K)
Filed 2026-10-28
Godsey & Gibb, Inc
DECREASED
Shares310 from 500
Change-190 (-38%)
Value$13.6K (-$4.8K)
Filed 2026-10-14
Sterling Capital Management LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$13.6K (+$2.2K)
Filed 2026-10-22
Financial Consulate, Inc
INCREASED
Shares300 from 224
Change+76 (+34%)
Value$13.2K (+$4.9K)
Filed 2026-10-23
Kennebec Savings Bank
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$13.2K (+$2.1K)
Filed 2026-10-22
CGC Financial Services, LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$13.0K (+$2.1K)
Filed 2026-10-13
Citizens National Bank Trust Department
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$13.0K (+$2.1K)
Filed 2026-11-04
MidAtlantic Capital Management, Inc.
NEW
Shares272
Change+272
Value$12.0K
Filed 2026-11-05
West Paces Advisors Inc.
NEW
Shares270
Change+270
Value$11.9K
Filed 2026-10-13
MV Capital Management, Inc.
INCREASED
Shares269 from 266
Change+3 (+1%)
Value$11.8K (+$2.0K)
Filed 2026-10-29
High Note Wealth, LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$11.8K (+$1.9K)
Filed 2026-10-27
Mosley Wealth Management
INCREASED
Shares264 from 261
Change+3 (+1%)
Value$12.8K (+$3.2K)
Filed 2026-10-16
Valued Wealth Advisors LLC
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$11.3K (+$1.8K)
Filed 2026-11-05
UMB Private Wealth Management, LLC
NEW
Shares253
Change+253
Value$11.1K
Filed 2026-10-19
Clean Yield Group
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$11.0K (+$1.8K)
Filed 2026-10-28
Bell Investment Advisors, Inc
DECREASED
Shares246 from 272
Change-26 (-10%)
Value$10.8K (+$771)
Filed 2026-10-29
Gold Investment Management Ltd.
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$10.8K (+$1.7K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$10.8K (+$1.7K)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares243 from 176
Change+67 (+38%)
Value$10.7K (+$4.2K)
Filed 2026-10-19
Markowski Investments
INCREASED
Shares242 from 240
Change+2 (+1%)
Value$10.6K (+$1.8K)
Filed 2026-10-30
Key Capital Management, Inc
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$10.6K (+$1.7K)
Filed 2026-11-03
WPG Advisers, LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$10.2K (+$1.6K)
Filed 2026-10-27
Elevation Wealth Partners, LLC
NEW
Shares227
Change+227
Value$10.0K
Filed 2026-10-07
Latitude Advisors, LLC
NEW
Shares221
Change+221
Value$9.7K
Filed 2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$9.7K (+$1.6K)
Filed 2026-10-28
Ninety One UK Ltd
INCREASED
Shares214 from 119
Change+95 (+80%)
Value$9.4K (+$5.0K)
Filed 2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$9 (+$1)
Filed 2026-10-14
IMG Wealth Management, Inc.
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$9.3K (+$1.5K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares211 from 129
Change+82 (+64%)
Value$9.3K (+$4.5K)
Filed 2026-11-05
Clayton Financial Group LLC
NEW
Shares206
Change+206
Value$9.1K
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares206 from 134
Change+72 (+54%)
Value$9.1K (+$4.1K)
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.8K (+$1.4K)
Filed 2026-10-20
Security National Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.8K (+$1.4K)
Filed 2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.8K (+$1.4K)
Filed 2026-10-14
Lodestone Wealth Management LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$8.6K (+$1.4K)
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares193
Change+193
Value$8.5K
Filed 2026-10-09
Bangor Savings Bank
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$8.1K (+$1.3K)
Filed 2026-10-06
Joseph Group Capital Management
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$8.1K (+$1.3K)
Filed 2026-11-04
Tower Trust & Investment Co
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$7.8K (+$1.3K)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$7.6K (+$1.2K)
Filed 2026-10-27
Ulland Investment Advisors, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$7 (-$6.0K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
NEW
Shares162
Change+162
Value$7.1K
Filed 2026-10-09
Kings Path Partners LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$7.1K (+$1.1K)
Filed 2026-10-21
Hager Investment Management Services, LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$6.3K (+$1.0K)
Filed 2026-11-04
Main Street Group, LTD
INCREASED
Shares139 from 137
Change+2 (+1%)
Value$6.1K (+$1.0K)
Filed 2026-10-28
Networth Advisors, LLC
INCREASED
Shares122 from 121
Change+1 (+1%)
Value$5.4K (+$914)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares116
Change+116
Value$5.1K
Filed 2026-10-29
Retirement Wealth Solutions LLC
DECREASED
Shares115 from 124
Change-9 (-7%)
Value$5.1K (+$477)
Filed 2026-10-07
American Capital Advisory, LLC
INCREASED
Shares111 from 102
Change+9 (+9%)
Value$4.9K (+$1.1K)
Filed 2026-10-28
Planning Strategies Inc.
NEW
Shares109
Change+109
Value$4.8K
Filed 2026-10-02
Sunrise Financial Services, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$4.7K (+$753)
Filed 2026-10-21
DeDora Capital, Inc.
NEW
Shares106
Change+106
Value$4.7K
Filed 2026-10-26
Prudent Man Investment Management, Inc.
NEW
Shares100
Change+100
Value$4.4K
Filed 2026-11-03
Hoertkorn Richard Charles
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.4K (+$704)
Filed 2026-11-04
Montgomery Financial Services LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.4K (+$704)
Filed 2026-11-03
Quaker Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.4K (+$704)
Filed 2026-10-22
Richardson Financial Services Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.4K (+$704)
Filed 2026-10-30
Burk Holdings LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$4.1K (+$655)
Filed 2026-11-05
Fiduciary Advisors, Inc.
NEW
Shares91
Change+91
Value$4.0K
Filed 2026-10-16
Elevated Capital Advisors, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$4.0K (+$641)
Filed 2026-11-04
Gleason Group, Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$3.9K (+$619)
Filed 2026-10-15
American National Bank & Trust
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$3.7K (+$599)
Filed 2026-10-07
Hoey Investments, Inc
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$3.7K (+$585)
Filed 2026-10-29
Cranbrook Wealth Management, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$3.6K (+$578)
Filed 2026-10-28
Roxbury Financial LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$3.3K (+$535)
Filed 2026-10-01
Balance Wealth Partners LLC
NEW
Shares72
Change+72
Value$3.2K
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$2.8K (+$443)
Filed 2026-10-20
Friedenthal Financial
NEW
Shares62
Change+62
Value$2.7K
Filed 2026-10-27
Downshift Financial, LLC
NEW
Shares59
Change+59
Value$2.6K
Filed 2026-10-13
Bullock Wealth Management Group
INCREASED
Shares59 from 58
Change+1 (+2%)
Value$2.6K (+$515)
Filed 2026-10-09
Financial Freedom, LLC
NEW
Shares57
Change+57
Value$2.5K
Filed 2026-11-06
Elyxium Wealth, LLC
NEW
Shares54
Change+54
Value$2.4K
Filed 2026-10-27
Fairway Wealth LLC
NEW
Shares52
Change+52
Value$2.3K
Filed 2026-10-30
1620 Investment Advisors, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.2K (+$352)
Filed 2026-11-04
Pacific Center for Financial Services
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.2K (+$352)
Filed 2026-10-15
Pacifica Partners Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.2K (+$355)
Filed 2026-10-09
IAG Wealth Partners, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.8K (+$282)
Filed 2026-11-06
Monetary Solutions, Ltd
INCREASED
Shares36 from 24
Change+12 (+50%)
Value$1.6K (+$697)
Filed 2026-10-22
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.4K (+$242)
Filed 2026-10-30
Valley Wealth Managers, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.4K (+$226)
Filed 2026-10-09
Strategic Advocates LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.3K (+$211)
Filed 2026-11-03
Robbins Farley
NEW
Shares20
Change+20
Value$880
Filed 2026-10-21
Abound Wealth Management
DECREASED
Shares14 from 15
Change-1 (-7%)
Value$616 (+$61)
Filed 2026-10-26
Clark Wealth Partners
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$547 (+$93)
Filed 2026-10-19
Team Financial Group, LLC
NEW
Shares11
Change+11
Value$492
Filed 2026-10-30
Harbor Asset Planning, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$402 (+$64)
Filed 2026-10-23
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$176 (+$28)
Filed 2026-10-19
Rakuten Securities, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$44 (+$7)
Filed 2026-11-02
Illumine Investment Management, LLC
NEW
Shares0
Change0
Value$230.2K
Filed 2026-10-22
Pacific Heights Asset Management LLC
CLOSED
Shares0 from 400,000
Change-400,000 (-100%)
Value$0 (-$14.8M)
Filed 2026-11-03
Diversified Trust Co
CLOSED
Shares0 from 159,671
Change-159,671 (-100%)
Value$0 (-$5.9M)
Filed 2026-11-06
Transmarket Holdings LP
CLOSED
Shares0 from 154,115
Change-154,115 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-27
Todd Asset Management LLC
CLOSED
Shares0 from 117,135
Change-117,135 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-27
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 74,700
Change-74,700 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-04
Jefferies Financial Group Inc.
CLOSED
Shares0 from 48,280
Change-48,280 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
AIA Group Ltd
CLOSED
Shares0 from 42,534
Change-42,534 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-30
Wellington Shields & Co., LLC
CLOSED
Shares0 from 15,508
Change-15,508 (-100%)
Value$0 (-$573.0K)
Filed 2026-11-03
Straight Path Wealth Management
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$554.3K)
Filed 2026-10-23
BancFirst Trust & Investment Management
CLOSED
Shares0 from 10,132
Change-10,132 (-100%)
Value$0 (-$378.4K)
Filed 2026-10-30
Perkins Capital Management Inc
CLOSED
Shares0 from 8,650
Change-8,650 (-100%)
Value$0 (-$319.6K)
Filed 2026-11-02
CenterStar Asset Management, LLC
CLOSED
Shares0 from 8,481
Change-8,481 (-100%)
Value$0 (-$313.3K)
Filed 2026-10-09
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 7,832
Change-7,832 (-100%)
Value$0 (-$289.4K)
Filed 2026-11-06
Elevatus Welath Management
CLOSED
Shares0 from 7,507
Change-7,507 (-100%)
Value$0 (-$277.4K)
Filed 2026-10-19
WP Advisors, LLC
CLOSED
Shares0 from 6,865
Change-6,865 (-100%)
Value$0 (-$253.7K)
Filed 2026-10-22
ProVise Management Group, LLC
CLOSED
Shares0 from 6,825
Change-6,825 (-100%)
Value$0 (-$252.2K)
Filed 2026-11-06
Lane Brothers & Co Inc
CLOSED
Shares0 from 6,297
Change-6,297 (-100%)
Value$0 (-$232.7K)
Filed 2026-11-02
CenterBook Partners LP
CLOSED
Shares0 from 6,089
Change-6,089 (-100%)
Value$0 (-$225.0K)
Filed 2026-11-02
Bill Few Associates, Inc.
CLOSED
Shares0 from 6,080
Change-6,080 (-100%)
Value$0 (-$224.7K)
Filed 2026-10-09
Krilogy Financial LLC
CLOSED
Shares0 from 5,611
Change-5,611 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-13
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 5,450
Change-5,450 (-100%)
Value$0 (-$201.4K)
Filed 2026-11-03
Formidable Asset Management, LLC
CLOSED
Shares0 from 5,181
Change-5,181 (-100%)
Value$0 (-$243.5K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 4,397
Change-4,397 (-100%)
Value$0 (-$162.5K)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 4,149
Change-4,149 (-100%)
Value$0 (-$153.3K)
Filed 2026-10-21
Dakota Community Bank & Trust NA
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$147.8K)
Filed 2026-10-09
MCF Advisors LLC
CLOSED
Shares0 from 2,465
Change-2,465 (-100%)
Value$0 (-$91.1K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,376
Change-1,376 (-100%)
Value$0 (-$50.8K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,354
Change-1,354 (-100%)
Value$0 (-$58.7K)
Filed 2026-10-16
Vestor Capital, LLC
CLOSED
Shares0 from 1,048
Change-1,048 (-100%)
Value$0 (-$123)
Filed 2026-11-04
Evermay Wealth Management LLC
CLOSED
Shares0 from 845
Change-845 (-100%)
Value$0 (-$31.2K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 670
Change-670 (-100%)
Value$0 (-$24.8K)
Filed 2026-10-07
Salem Investment Counselors Inc
CLOSED
Shares0 from 636
Change-636 (-100%)
Value$0 (-$23.5K)
Filed 2026-10-13
DT Investment Partners, LLC
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$18.7K)
Filed 2026-10-27
Axiom Investment Management LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$18.5K)
Filed 2026-11-03
Southern Michigan Bank & Trust
CLOSED
Shares0 from 378
Change-378 (-100%)
Value$0 (-$14.0K)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 319
Change-319 (-100%)
Value$0 (-$11.8K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 309
Change-309 (-100%)
Value$0 (-$11.4K)
Filed 2026-10-15
United Financial Planning Group LLC
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$9.1K)
Filed 2026-11-04
Robinswood Financial LLC
CLOSED
Shares0 from 212
Change-212 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-26
Whipplewood Advisors, LLC
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-20
Atlatl Advisers LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-22
MTM Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$924)
Filed 2026-10-21
Stone House Investment Management, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$259)
Filed 2026-10-23
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$39)
Filed 2026-10-23
Horizon Financial Services, LLC
DECREASED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$8.3K)
Filed 2026-11-04
Inspire Investing, LLC
UNCHANGED
Shares0 from 0
Change0
Value$19 (+$3)
Filed 2026-10-22
Acadian Asset Management LLC
N/A
Shares— from 23,072,128
Change-23,072,128 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 17,366,858
Change-17,366,858 (-100%)
Value—
State Street Corp
N/A
Shares— from 15,040,506
Change-15,040,506 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 14,138,369
Change-14,138,369 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,755,188
Change-10,755,188 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,653,929
Change-10,653,929 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,139,211
Change-8,139,211 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,527,262
Change-6,527,262 (-100%)
Value—
Capital World Investors
N/A
Shares— from 6,187,067
Change-6,187,067 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 5,840,899
Change-5,840,899 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,523,270
Change-5,523,270 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,231,258
Change-5,231,258 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 5,073,767
Change-5,073,767 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,451,094
Change-4,451,094 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 4,343,815
Change-4,343,815 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 3,554,376
Change-3,554,376 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,421,702
Change-3,421,702 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 3,391,572
Change-3,391,572 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,141,274
Change-3,141,274 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 3,091,996
Change-3,091,996 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,070,242
Change-3,070,242 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,933,715
Change-2,933,715 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,834,542
Change-2,834,542 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 2,830,923
Change-2,830,923 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,683,731
Change-2,683,731 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,341,118
Change-2,341,118 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,323,586
Change-2,323,586 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 2,303,278
Change-2,303,278 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,179,531
Change-2,179,531 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,142,017
Change-2,142,017 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,082,397
Change-2,082,397 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,078,766
Change-2,078,766 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,049,151
Change-2,049,151 (-100%)
Value—
Merewether Investment Management, LP
N/A
Shares— from 1,842,007
Change-1,842,007 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,687,000
Change-1,687,000 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 1,624,940
Change-1,624,940 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 1,521,243
Change-1,521,243 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 1,435,411
Change-1,435,411 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,414,749
Change-1,414,749 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,375,073
Change-1,375,073 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,343,823
Change-1,343,823 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,331,595
Change-1,331,595 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,306,605
Change-1,306,605 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,034,525
Change-1,034,525 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 1,013,308
Change-1,013,308 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 986,363
Change-986,363 (-100%)
Value—
Yaupon Capital Management LP
N/A
Shares— from 942,850
Change-942,850 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 901,626
Change-901,626 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 813,988
Change-813,988 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 813,923
Change-813,923 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 802,019
Change-802,019 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 750,470
Change-750,470 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 704,521
Change-704,521 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 684,914
Change-684,914 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 624,999
Change-624,999 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 623,107
Change-623,107 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 619,670
Change-619,670 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 615,550
Change-615,550 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 606,791
Change-606,791 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 526,262
Change-526,262 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 509,177
Change-509,177 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 501,469
Change-501,469 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 498,228
Change-498,228 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 485,489
Change-485,489 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 474,713
Change-474,713 (-100%)
Value—
Sagefield Capital LP
N/A
Shares— from 443,121
Change-443,121 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 441,511
Change-441,511 (-100%)
Value—
Empyrean Capital Partners, LP
N/A
Shares— from 435,000
Change-435,000 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 415,781
Change-415,781 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 408,370
Change-408,370 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 404,839
Change-404,839 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 374,249
Change-374,249 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 368,614
Change-368,614 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 364,335
Change-364,335 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 362,100
Change-362,100 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 361,725
Change-361,725 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 344,128
Change-344,128 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 325,594
Change-325,594 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 321,894
Change-321,894 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 321,871
Change-321,871 (-100%)
Value—
Commerce Bank
N/A
Shares— from 317,204
Change-317,204 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 310,131
Change-310,131 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 306,744
Change-306,744 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 272,984
Change-272,984 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 272,919
Change-272,919 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 269,532
Change-269,532 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 260,381
Change-260,381 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 257,924
Change-257,924 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 248,097
Change-248,097 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 246,071
Change-246,071 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 243,693
Change-243,693 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 240,716
Change-240,716 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 240,273
Change-240,273 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 238,290
Change-238,290 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 227,828
Change-227,828 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 227,664
Change-227,664 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 214,454
Change-214,454 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 208,566
Change-208,566 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 206,327
Change-206,327 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 197,357
Change-197,357 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 194,688
Change-194,688 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 194,577
Change-194,577 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 190,000
Change-190,000 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 187,278
Change-187,278 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 181,412
Change-181,412 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 165,196
Change-165,196 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 160,801
Change-160,801 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 158,060
Change-158,060 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 156,772
Change-156,772 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 150,609
Change-150,609 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 149,155
Change-149,155 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 143,487
Change-143,487 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 135,533
Change-135,533 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 133,121
Change-133,121 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 128,651
Change-128,651 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 128,632
Change-128,632 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 126,792
Change-126,792 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 123,000
Change-123,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 122,600
Change-122,600 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 121,482
Change-121,482 (-100%)
Value—
Blair William & Co
N/A
Shares— from 119,776
Change-119,776 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 117,675
Change-117,675 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 116,310
Change-116,310 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 109,902
Change-109,902 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 109,338
Change-109,338 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 105,801
Change-105,801 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 102,594
Change-102,594 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 101,384
Change-101,384 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 99,799
Change-99,799 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 98,130
Change-98,130 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 97,162
Change-97,162 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 96,729
Change-96,729 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 95,277
Change-95,277 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 91,562
Change-91,562 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 88,670
Change-88,670 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 87,723
Change-87,723 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 87,086
Change-87,086 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 85,457
Change-85,457 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 84,745
Change-84,745 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 84,620
Change-84,620 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 81,791
Change-81,791 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 79,906
Change-79,906 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 77,975
Change-77,975 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 75,931
Change-75,931 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 74,485
Change-74,485 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 73,897
Change-73,897 (-100%)
Value—
&partners
N/A
Shares— from 71,313
Change-71,313 (-100%)
Value—
Dockside LLC
N/A
Shares— from 70,448
Change-70,448 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 67,697
Change-67,697 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 66,532
Change-66,532 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 65,485
Change-65,485 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 64,655
Change-64,655 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 63,489
Change-63,489 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 62,800
Change-62,800 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 62,233
Change-62,233 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 62,206
Change-62,206 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 61,548
Change-61,548 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 61,182
Change-61,182 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 60,602
Change-60,602 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 60,495
Change-60,495 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 58,108
Change-58,108 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 56,800
Change-56,800 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 56,032
Change-56,032 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 55,707
Change-55,707 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 54,914
Change-54,914 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 54,625
Change-54,625 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 54,593
Change-54,593 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 54,509
Change-54,509 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 53,006
Change-53,006 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 52,118
Change-52,118 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 51,353
Change-51,353 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 51,289
Change-51,289 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 51,047
Change-51,047 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 50,950
Change-50,950 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 50,603
Change-50,603 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 50,350
Change-50,350 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 49,493
Change-49,493 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 48,731
Change-48,731 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 47,868
Change-47,868 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 46,350
Change-46,350 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 46,059
Change-46,059 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 45,622
Change-45,622 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 45,313
Change-45,313 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 44,151
Change-44,151 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 43,447
Change-43,447 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 43,085
Change-43,085 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 42,906
Change-42,906 (-100%)
Value—
Stephens Inc
N/A
Shares— from 42,308
Change-42,308 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 42,286
Change-42,286 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 41,111
Change-41,111 (-100%)
Value—
CSS LLC
N/A
Shares— from 40,640
Change-40,640 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 38,570
Change-38,570 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 38,470
Change-38,470 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 38,134
Change-38,134 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 37,927
Change-37,927 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 37,657
Change-37,657 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 37,486
Change-37,486 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 36,552
Change-36,552 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 36,020
Change-36,020 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 34,873
Change-34,873 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 33,895
Change-33,895 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 33,438
Change-33,438 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 33,268
Change-33,268 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 32,415
Change-32,415 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 32,137
Change-32,137 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 32,124
Change-32,124 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 31,612
Change-31,612 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 30,728
Change-30,728 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 30,669
Change-30,669 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 30,440
Change-30,440 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 29,441
Change-29,441 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 28,955
Change-28,955 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 28,885
Change-28,885 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 27,909
Change-27,909 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 27,862
Change-27,862 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 27,613
Change-27,613 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 27,387
Change-27,387 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 26,159
Change-26,159 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 26,118
Change-26,118 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 26,111
Change-26,111 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 25,919
Change-25,919 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 25,897
Change-25,897 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 25,892
Change-25,892 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 25,777
Change-25,777 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 24,977
Change-24,977 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 24,875
Change-24,875 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 24,494
Change-24,494 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 24,392
Change-24,392 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 23,804
Change-23,804 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 23,721
Change-23,721 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 22,986
Change-22,986 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 22,979
Change-22,979 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 22,758
Change-22,758 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 22,644
Change-22,644 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 22,283
Change-22,283 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 21,759
Change-21,759 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 21,705
Change-21,705 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 21,656
Change-21,656 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 21,619
Change-21,619 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 21,600
Change-21,600 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 21,203
Change-21,203 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 21,107
Change-21,107 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 20,804
Change-20,804 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20,553
Change-20,553 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,354
Change-20,354 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 20,095
Change-20,095 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 19,864
Change-19,864 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 19,787
Change-19,787 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 19,709
Change-19,709 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 19,598
Change-19,598 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 19,007
Change-19,007 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 18,764
Change-18,764 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 18,655
Change-18,655 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 18,571
Change-18,571 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 18,441
Change-18,441 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 18,429
Change-18,429 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 18,368
Change-18,368 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 18,158
Change-18,158 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 18,155
Change-18,155 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 18,022
Change-18,022 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,313
Change-17,313 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 17,010
Change-17,010 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,625
Change-16,625 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 16,404
Change-16,404 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 16,386
Change-16,386 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 16,349
Change-16,349 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 16,310
Change-16,310 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 15,995
Change-15,995 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 15,863
Change-15,863 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 15,742
Change-15,742 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 15,393
Change-15,393 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,143
Change-15,143 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 14,902
Change-14,902 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 14,636
Change-14,636 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 14,583
Change-14,583 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,565
Change-14,565 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 14,407
Change-14,407 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,395
Change-14,395 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 14,140
Change-14,140 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 14,121
Change-14,121 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 14,099
Change-14,099 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 13,980
Change-13,980 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,833
Change-13,833 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 13,781
Change-13,781 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 13,587
Change-13,587 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 13,491
Change-13,491 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 13,225
Change-13,225 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 13,162
Change-13,162 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 13,141
Change-13,141 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 12,887
Change-12,887 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 12,881
Change-12,881 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 12,854
Change-12,854 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 12,840
Change-12,840 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 12,721
Change-12,721 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 12,633
Change-12,633 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 12,431
Change-12,431 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,380
Change-12,380 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 12,115
Change-12,115 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 12,047
Change-12,047 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 11,978
Change-11,978 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 11,947
Change-11,947 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 11,765
Change-11,765 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 11,744
Change-11,744 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 11,727
Change-11,727 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 11,642
Change-11,642 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 11,470
Change-11,470 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 11,351
Change-11,351 (-100%)
Value—
Capital International LTD
N/A
Shares— from 11,347
Change-11,347 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 11,290
Change-11,290 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,279
Change-11,279 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 11,218
Change-11,218 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,211
Change-11,211 (-100%)
Value—
Simmons Bank
N/A
Shares— from 11,181
Change-11,181 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 11,092
Change-11,092 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 10,927
Change-10,927 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 10,914
Change-10,914 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 10,674
Change-10,674 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,567
Change-10,567 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 10,520
Change-10,520 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 10,296
Change-10,296 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 10,257
Change-10,257 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 10,116
Change-10,116 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 10,045
Change-10,045 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 9,913
Change-9,913 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 9,912
Change-9,912 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 9,702
Change-9,702 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 9,568
Change-9,568 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 9,562
Change-9,562 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 9,348
Change-9,348 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 9,334
Change-9,334 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 9,276
Change-9,276 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 9,266
Change-9,266 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 9,087
Change-9,087 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 9,083
Change-9,083 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 9,004
Change-9,004 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 8,909
Change-8,909 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8,887
Change-8,887 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 8,881
Change-8,881 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 8,861
Change-8,861 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 8,823
Change-8,823 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Calydon Capital
N/A
Shares— from 8,681
Change-8,681 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 8,581
Change-8,581 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 8,558
Change-8,558 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 8,497
Change-8,497 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 8,460
Change-8,460 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,356
Change-8,356 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 8,352
Change-8,352 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,334
Change-8,334 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 8,249
Change-8,249 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 8,101
Change-8,101 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,959
Change-7,959 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 7,936
Change-7,936 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,913
Change-7,913 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,891
Change-7,891 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 7,884
Change-7,884 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,809
Change-7,809 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 7,694
Change-7,694 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 7,655
Change-7,655 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 7,558
Change-7,558 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,558
Change-7,558 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 7,535
Change-7,535 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 7,431
Change-7,431 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 7,251
Change-7,251 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 7,175
Change-7,175 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 7,038
Change-7,038 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 6,999
Change-6,999 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 6,878
Change-6,878 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 6,618
Change-6,618 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 6,616
Change-6,616 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 6,605
Change-6,605 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,502
Change-6,502 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 6,316
Change-6,316 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,189
Change-6,189 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 6,171
Change-6,171 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,104
Change-6,104 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 5,967
Change-5,967 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 5,943
Change-5,943 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 5,910
Change-5,910 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 5,882
Change-5,882 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 5,859
Change-5,859 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 5,845
Change-5,845 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 5,837
Change-5,837 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,760
Change-5,760 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,745
Change-5,745 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 5,743
Change-5,743 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 5,610
Change-5,610 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,595
Change-5,595 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 5,449
Change-5,449 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 4,908
Change-4,908 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 4,627
Change-4,627 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 4,239
Change-4,239 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 4,239
Change-4,239 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 4,186
Change-4,186 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Motco
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 982
Change-982 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 905
Change-905 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 855
Change-855 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 845
Change-845 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 788
Change-788 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 719
Change-719 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 672
Change-672 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 665
Change-665 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 652
Change-652 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 643
Change-643 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 474
Change-474 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 426
Change-426 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 340
Change-340 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 311
Change-311 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 206
Change-206 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 184
Change-184 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 180
Change-180 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 176
Change-176 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 161
Change-161 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 155
Change-155 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 144
Change-144 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 129
Change-129 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 123
Change-123 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 113
Change-113 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 101
Change-101 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 54
Change-54 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 46
Change-46 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 31
Change-31 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 30
Change-30 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 20
Change-20 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
Fisher Asset Management, LLC
DECREASED65,437,38266,310,416-873,034-1%$2.5B$2.9B+$428.4M2026-11-06
Dimensional Fund Advisors LP
INCREASED19,461,41518,733,560+727,855+4%$692.3M$856.0M+$163.7M2026-11-04
Mondrian Investment Partners LTD
DECREASED3,976,2334,081,768-105,535-3%$150.8M$174.9M+$24.1M2026-10-23
Deutsche Bank Ag\
INCREASED2,818,8232,597,468+221,355+9%$96.0M$124.0M+$28.0M2026-11-06
Sound Shore Management Inc
DECREASED2,144,5612,241,317-96,756-4%$82.8M$94.3M+$11.5M2026-11-06
Barclays PLC
INCREASED1,793,1401,544,455+248,685+16%$57.1M$78.9M+$21.8M2026-11-06
Russell Investments Group, Ltd.
INCREASED1,592,5861,410,714+181,872+13%$52.3M$69.8M+$17.5M2026-11-06
Carrhae Capital LLP
NEW1,347,372—+1,347,372——$59.3M—2026-10-20
LPL Financial LLC
DECREASED1,174,4601,194,288-19,828-2%$44.1M$51.7M+$7.5M2026-11-06
Aberdeen Group plc
NEW802,490—+802,490——$35.3M—2026-11-06
PNC Financial Services Group, Inc.
DECREASED673,031695,741-22,710-3%$25.7M$29.6M+$3.9M2026-11-06
Bank of New York Mellon Corp
INCREASED549,225431,447+117,778+27%$15.9M$24.2M+$8.2M2026-11-05
US Bancorp \de\
DECREASED498,567501,835-3,268-1%$18.5M$21.9M+$3.4M2026-11-05
Wilkins Investment Counsel Inc
DECREASED458,016459,217-1,2010%$17.0M$20.1M+$3.2M2026-11-03
Kornitzer Capital Management Inc
DECREASED454,516455,545-1,0290%$16.8M$20.0M+$3.2M2026-11-03
Creative Planning
INCREASED415,621359,691+55,930+16%$13.3M$18.3M+$5.0M2026-11-02
Commonwealth Equity Services, LLC
DECREASED397,193434,679-37,486-9%$16.1M$17.5M+$1.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED364,477363,006+1,471+0%$13.4M$16.0M+$2.6M2026-11-02
Euro Pacific Asset Management, LLC
DECREASED358,804359,263-4590%$14.8K$15.8M+$15.8M2026-11-03
Wedge Capital Management L L P
INCREASED299,802292,951+6,851+2%$10.8M$13.2M+$2.4M2026-10-13
Altrius Capital Management Inc
INCREASED272,751259,662+13,089+5%$9.6M$12.0M+$2.4M2026-11-05
Americana Partners, LLC
DECREASED264,250264,265-150%$9.8M$11.6M+$1.9M2026-10-28
Assenagon Asset Management S.A.
DECREASED259,852737,468-477,616-65%$27.2M$11.4M-$15.8M2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
NEW221,224—+221,224——$9.7M—2026-10-22
Oppenheimer & Co Inc
INCREASED208,624198,915+9,709+5%$7.3M$9.2M+$1.8M2026-10-26
Assetmark, Inc
DECREASED196,240230,962-34,722-15%$8.5M$8.6M+$98.6K2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED193,914211,854-17,940-8%$8.3M$9.0M+$685.2K2026-10-13
Kestra Advisory Services, LLC
INCREASED181,424144,249+37,175+26%$5.3M$8.0M+$2.7M2026-11-02
Citigroup Inc
DECREASED175,437709,675-534,238-75%$26.2M$7.7M-$18.5M2026-11-04
Lazari Capital Management, Inc.
DECREASED173,996182,521-8,525-5%$6.7M$7.7M+$909.9K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED169,691131,319+38,372+29%$4.9M$7.5M+$2.6M2026-11-03
Hennessy Advisors Inc
UNCHANGED163,700163,70000%$6.0M$7.2M+$1.2M2026-10-28
Larson Financial Group LLC
INCREASED162,669145,889+16,780+12%$5.4M$7.2M+$1.8M2026-11-05
ABC Arbitrage SA
DECREASED162,246790,506-628,260-79%$29.2M$7.1M-$22.1M2026-10-23
Dupree Financial Group, LLC
INCREASED161,280156,723+4,557+3%$5.8M$7.1M+$1.3M2026-10-09
Truist Financial Corp
DECREASED157,808163,081-5,273-3%$6.0M$6.9M+$916.1K2026-10-30
Y-Intercept (Hong Kong) Ltd
DECREASED157,659373,917-216,258-58%$13.8M$6.9M-$6.9M2026-10-16
Capricorn Fund Managers Ltd
DECREASED150,000984,203-834,203-85%$36.4M$6.6M-$29.8M2026-11-03
Ellsworth Advisors, LLC
INCREASED149,075145,554+3,521+2%$6.0M$6.6M+$542.1K2026-10-15
Davenport & Co LLC
DECREASED147,376148,759-1,383-1%$5.5M$6.5M+$986.5K2026-10-14
Lido Advisors, LLC
INCREASED147,260143,094+4,166+3%$5.3M$6.5M+$1.2M2026-11-04
Butensky & Cohen Financial Security, Inc
INCREASED145,775144,240+1,535+1%$5.3M$6.4M+$1.1M2026-10-13
Crossmark Global Holdings, Inc.
INCREASED141,172131,174+9,998+8%$4.8M$6.2M+$1.4M2026-10-21
Canal Insurance Co
DECREASED135,400200,000-64,600-32%$7.4M$6.0M-$1.4M2026-10-20
Imc-Chicago, LLC
DECREASED131,809406,148-274,339-68%$15.0M$5.8M-$9.2M2026-11-05
Clifford Swan Investment Counsel LLC
DECREASED128,044128,110-660%$4.7M$5.6M+$899.0K2026-11-05
Neville Rodie & Shaw Inc
DECREASED120,336120,386-500%$4.4M$5.3K-$4.4M2026-10-05
Ritholtz Wealth Management
INCREASED120,295112,289+8,006+7%$4.1M$5.3M+$1.1M2026-11-05
Columbia Asset Management
DECREASED118,814125,505-6,691-5%$4.6M$5.2M+$589.2K2026-10-19
Sumitomo Mitsui Trust Group, Inc.
DECREASED117,324121,482-4,158-3%$4.5M$5.2M+$672.3K2026-10-29
Advocate Group LLC
DECREASED117,067121,997-4,930-4%$4.5M$5.1M+$642.0K2026-10-19
TD Waterhouse Canada Inc.
INCREASED111,58515,689+95,896+611%$567.0K$5.0M+$4.4M2026-10-16
D.A. Davidson & Co.
INCREASED110,11196,516+13,595+14%$3.6M$4.8M+$1.3M2026-10-28
TrueMark Investments, LLC
INCREASED109,78595,277+14,508+15%$3.5M$4.8M+$1.3M2026-11-05
Evergreen Capital Management LLC
INCREASED104,35278,290+26,062+33%$2.9M$4.6M+$1.7M2026-10-23
Baker Ellis Asset Management LLC
DECREASED103,972104,701-729-1%$3.9M$4.6M+$705.0K2026-10-14
J.W. Cole Advisors, Inc.
DECREASED99,172101,672-2,500-2%$3.8M$4.4M+$605.8K2026-11-05
Prospera Financial Services Inc
DECREASED98,446100,563-2,117-2%$3.7M$5.0M+$1.2M2026-11-04
Bfsg, LLC
DECREASED98,444102,083-3,639-4%$3.8M$4.3M+$558.6K2026-10-30
Meyer Handelman Co
DECREASED90,30891,782-1,474-2%$3.4M$4.0M+$581.3K2026-10-28
MacKenzie Financial Corp
INCREASED88,73788,450+287+0%$3.3M$3.9M+$635.3K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED88,02494,857-6,833-7%$3.5M$3.9M+$367.2K2026-11-06
Savant Capital, LLC
INCREASED79,81856,221+23,597+42%$2.1M$3.5M+$1.4M2026-11-06
Optimist Retirement Group LLC
NEW79,291—+79,291——$3.5M—2026-10-30
Carolina Wealth Advisors, LLC
INCREASED79,28378,301+982+1%$2.9M$3.5M+$594.4K2026-10-23
Hedges Asset Management LLC
INCREASED78,84775,056+3,791+5%$2.8M$3.5M+$695.2K2026-10-29
Community Trust & Investment Co
DECREASED77,91178,518-607-1%$2.9M$3.4M+$526.1K2026-10-15
LEE Danner & Bass Inc
UNCHANGED74,96574,96500%$2.8M$3.3M+$527.8K2026-10-27
Delta Capital Management LLC
INCREASED73,34062,020+11,320+18%$2.3M$3.2M+$934.0K2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED72,66076,305-3,645-5%$2.8M$3.2M+$376.9K2026-10-15
Inlight Wealth Management, LLC
DECREASED72,21172,862-651-1%$2.7M$3.2M+$484.3K2026-10-21
Vise Technologies, Inc.
NEW68,256—+68,256——$3.0M—2026-10-29
Keybank National Association
DECREASED67,50472,098-4,594-6%$2.7M$3.0M+$305.5K2026-11-04
Brooklands Fund Management Ltd
NEW62,576—+62,576——$2.8M—2026-10-28
Spirit of America Management Corp
UNCHANGED61,36161,36100%$2.3M$2.7M+$432.0K2026-10-14
Mirae Asset Global Investments Co., Ltd.
DECREASED59,85960,856-997-2%$2.2M$2.6M+$384.6K2026-11-03
Merit Financial Group, LLC
INCREASED58,11947,035+11,084+24%$1.7M$2.6M+$818.7K2026-11-06
Cantor Fitzgerald Investment Advisors L.P.
NEW57,646—+57,646——$2.5M—2026-10-21
Gilliland Jeter Wealth Management LLC
DECREASED55,66956,747-1,078-2%$2.1M$2.4M+$352.1K2026-10-28
Farther Finance Advisors, LLC
INCREASED54,03551,523+2,512+5%$1.9M$2.4M+$471.0K2026-10-08
Insight Inv LLC
DECREASED51,94652,121-1750%$1.9M$2.3M+$359.2K2026-10-27
RFG - Bristol Wealth Advisors, LLC
UNCHANGED51,46651,46600%$1.9M$2.3M+$362.3K2026-10-09
Vaughan David Investments LLC
DECREASED50,08651,386-1,300-3%$1.9M$2.2M+$304.0K2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED49,94841,733+8,215+20%$1.5M$2.2M+$655.2K2026-11-05
Cyndeo Wealth Partners, LLC
DECREASED49,17049,446-276-1%$1.8M$2.2M+$336.0K2026-10-16
Caitong International Asset Management Co., Ltd
INCREASED48,743232+48,511+20910%$8.6K$2.1M+$2.1M2026-10-29
Confluence Investment Management LLC
INCREASED48,53235,263+13,269+38%$1.3M$2.1M+$832.0K2026-10-01
Allworth Financial LP
INCREASED47,88143,741+4,140+9%$1.6M$1.8M+$153.0K2026-11-06
Meridian Investment Counsel Inc.
DECREASED47,56049,235-1,675-3%$1.8M$2.1M+$272.9K2026-10-14
Sanders Morris Harris LLC
NEW47,073—+47,073——$2.1M—2026-10-14
Autumn Glory Partners, LLC
UNCHANGED46,12146,12100%$1.7M$2.0M+$324.7K2026-10-26
Moors & Cabot, Inc.
DECREASED45,40447,995-2,591-5%$1.8M$2.0M+$223.9K2026-11-06
Investors Asset Management of Georgia Inc
DECREASED45,11845,554-436-1%$1.7M$2.0M+$301.5K2026-10-20
Pinnacle Associates LTD
DECREASED44,91345,624-711-2%$1.7M$2.0M+$289.9K2026-10-20
MGO One Seven LLC
DECREASED44,22749,548-5,321-11%$1.8M$1.9M+$114.8K2026-10-28
Choreo, LLC
INCREASED43,92042,118+1,802+4%$1.6M$1.9M+$375.1K2026-10-28
Rudd Co d/b/a Styre Wealth
NEW43,368—+43,368——$2.1M—2026-10-29
Avior Wealth Management, LLC
DECREASED43,34743,688-341-1%$1.6M$1.9M+$292.6K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED42,33834,423+7,915+23%$1.3M$1.9M+$590.5K2026-10-16
HB Wealth Management, LLC
INCREASED42,32241,212+1,110+3%$1.5M$1.9M+$339.0K2026-10-23
Kavar Capital Partners Group, LLC
DECREASED41,68641,859-1730%$1.5M$1.8M+$287.1K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED40,96228,708+12,254+43%$1.1M$1.8M+$741.2K2026-10-30
Kennedy Investment Group, Inc.
DECREASED39,75740,066-309-1%$1.5M$1.7M+$268.5K2026-10-21
SBI Securities Co., Ltd.
DECREASED39,47440,921-1,447-4%$1.5M$1.7M+$224.4K2026-10-22
Florida Trust Wealth Management Co
DECREASED39,05544,267-5,212-12%$1.6M$1.7M+$82.4K2026-11-05
Atlas Brown,Inc.
INCREASED37,13636,925+211+1%$1.4M$1.6M+$269.3K2026-10-09
Hardin Capital Partners, LLC
DECREASED36,57640,630-4,054-10%$1.5M$1.6M+$104.6K2026-10-09
Compass Capital Management, Inc
UNCHANGED35,92535,92500%$1.3M$1.6M+$252.9K2026-11-06
Poehling Capital Management, Inc.
INCREASED35,65728,214+7,443+26%$1.0M$1.6M+$526.0K2026-10-20
Apollon Wealth Management, LLC
INCREASED35,47135,144+327+1%$1.3M$1.6M+$261.8K2026-10-23
Oppenheimer Asset Management Inc.
DECREASED34,99435,803-809-2%$1.3M$1.5M+$216.5K2026-10-27
B. Riley Wealth Advisors, Inc.
DECREASED34,60536,348-1,743-5%$1.4M$1.5M+$164.7K2026-10-13
Brighton Jones LLC
INCREASED34,59433,910+684+2%$1.3M$1.5M+$268.8K2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED34,46632,131+2,335+7%$1.2M$1.5M+$372.2K2026-11-04
Signaturefd, LLC
INCREASED34,34533,074+1,271+4%$1.2M$1.5M+$288.8K2026-10-23
Regions Financial Corp
DECREASED33,43934,779-1,340-4%$1.3M$1.5M+$185.9K2026-11-05
Compound Planning, Inc.
INCREASED33,42531,569+1,856+6%$1.2M$1.5M+$303.9K2026-11-05
Burney Co/
DECREASED32,42732,906-479-1%$1.2M$1.4M+$210.6K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED32,11031,699+411+1%$1.2M$1.4M+$241.2K2026-10-08
TD Private Client Wealth LLC
DECREASED32,00852,384-20,376-39%$1.9M$1.4M-$527.6K2026-10-28
United Community Bank
INCREASED31,97631,536+440+1%$1.2M$1.4M+$241.4K2026-10-28
Abundance Wealth Counselors
INCREASED31,47731,400+77+0%$1.2M$1.4M+$224.4K2026-10-26
Parallel Advisors, LLC
INCREASED31,07028,191+2,879+10%$1.0M$1.4M+$325.1K2026-11-03
Aaron Wealth Advisors LLC
INCREASED30,94428,316+2,628+9%$1.0M$1.4M+$315.0K2026-10-13
Wealthstar Advisors, LLC
NEW30,410—+30,410——$1.3M—2026-10-19
Lantz Financial LLC
INCREASED30,38830,230+158+1%$1.1M$1.3M+$219.8K2026-10-15
Midwest Trust Co
INCREASED30,32428,577+1,747+6%$1.1M$1.3M+$278.0K2026-10-22
Nova Financial LLC
NEW30,300—+30,300——$1.3M—2026-11-04
Rossmore Private Capital
UNCHANGED30,30030,30000%$1.1M$1.3M+$213.3K2026-10-27
Verus Capital Partners, LLC
INCREASED29,77829,756+22+0%$1.1M$1.3M+$210.4K2026-11-03
Moody National Bank Trust Division
INCREASED29,72026,377+3,343+13%$974.6K$1.3M+$332.8K2026-10-06
M Holdings Securities, Inc.
NEW29,692—+29,692——$1.4K—2026-11-03
Quadrant Capital Group LLC
DECREASED29,43729,721-284-1%$1.1M$1.4M+$330.4K2026-10-20
Gibbs Wealth Management
INCREASED29,07319,889+9,184+46%$734.9K$1.3M+$544.0K2026-10-22
Park Avenue Securities LLC
DECREASED28,97432,166-3,192-10%$1.2M$1.3M+$86.0K2026-10-26
Mitchell & Pahl Private Wealth, LLC
INCREASED28,42627,076+1,350+5%$1.0M$1.3M+$250.0K2026-10-14
UMB Bank, n.a.
DECREASED28,41328,523-1100%$1.1M$1.2M+$196.0K2026-11-06
Praxis Capital Management LLC
NEW28,400—+28,400——$1.2M—2026-10-16
Levin Capital Strategies, L.P.
DECREASED27,77227,773-10%$1.0M$1.2M+$195.5K2026-11-02
Solstein Capital, LLC
UNCHANGED27,53827,53800%$1.0M$1.2M+$193.9K2026-11-02
Manske Wealth Management
DECREASED27,48327,580-970%$1.0M$1.2M+$189.9K2026-10-26
International Assets Investment Management, LLC
INCREASED27,38925,180+2,209+9%$910.3K$1.2M+$308.6K2026-11-02
Malaga Cove Capital, LLC
DECREASED27,05028,640-1,590-6%$1.1M$1.2M+$131.7K2026-10-23
Venture Visionary Partners LLC
INCREASED26,99126,642+349+1%$984.4K$1.2M+$202.9K2026-10-07
VestGen Advisors, LLC
INCREASED26,93926,368+571+2%$974.3K$1.2M+$210.8K2026-10-27
Parrish Capital LLC
INCREASED26,86326,168+695+3%$966.9K$1.2M+$214.8K2026-10-01
Meridian Wealth Management, LLC
DECREASED26,83527,488-653-2%$1.0M$1.2M+$164.8K2026-11-05
Chicago Capital, LLC
UNCHANGED26,27626,27600%$970.9K$1.2M+$185.0K2026-10-13
First American Bank
UNCHANGED25,94825,94800%$958.8K$1.1M+$182.7K2026-10-27
Valeo Financial Advisors, LLC
INCREASED25,89824,444+1,454+6%$903.2K$1.1M+$236.0K2026-10-08
Greenwood Capital Associates LLC
DECREASED25,76026,071-311-1%$963.3K$1.1M+$169.9K2026-10-27
Wealth Alliance Advisory Group, LLC
DECREASED25,55725,657-1000%$948.0K$1.1M+$176.2K2026-10-14
Cornerstone Wealth Management, LLC
INCREASED25,31425,240+74+0%$932.6K$1.1M+$181.0K2026-11-04
Argyle Capital Management, LLC
DECREASED25,10725,407-300-1%$938.8K$1.1M+$165.7K2026-10-28
Ascentis Independent Advisors
NEW24,053—+24,053——$1.1M—2026-11-03
Mission Wealth Management, LP
DECREASED23,98838,700-14,712-38%$1.4M$1.1M-$374.8K2026-10-15
Oak Harvest Investment Services
INCREASED23,98323,889+94+0%$882.7K$1.1M+$172.3K2026-10-20
Ethic Inc.
DECREASED23,96724,120-153-1%$891.2K$1.1M+$163.1K2026-11-03
Sigma Planning Corp
DECREASED23,28225,542-2,260-9%$943.8K$990.4K+$46.6K2026-10-23
Glenview Trust Co
INCREASED23,24614,574+8,672+60%$538.5K$1.0M+$484.1K2026-10-28
Frank, Rimerman Advisors LLC
INCREASED23,16622,617+549+2%$835.7K$1.0M+$183.4K2026-10-16
R Squared Ltd
INCREASED22,55617,993+4,563+25%$664.8K$992.2K+$327.4K2026-11-06
Wilmington Savings Fund Society, FSB
INCREASED22,42520,460+1,965+10%$756.0K$986.5K+$230.5K2026-10-23
CIBC Asset Management Inc
INCREASED22,16522,011+154+1%$813.3K$975.0K+$161.7K2026-11-05
Wedbush Securities Inc
DECREASED22,07024,253-2,183-9%$896.0K$971.0K+$75.0K2026-10-22
Associated Banc-Corp
UNCHANGED21,75921,75900%$804.0K$957.2K+$153.2K2026-10-30
Purkiss Capital Advisors LLC
DECREASED21,70221,805-1030%$805.7K$954.7K+$149.0K2026-11-06
John G Ullman & Associates Inc
DECREASED21,60021,700-1000%$801.8K$950.2K+$148.4K2026-11-04
Central Trust Co
DECREASED21,49522,322-827-4%$824.8K$945.6K+$120.8K2026-11-05
Herold Advisors, Inc.
DECREASED21,43824,012-2,574-11%$884.0K$943.0K+$59.0K2026-10-19
Saxon Interests, Inc.
DECREASED21,28322,333-1,050-5%$825.2K$936.2K+$111.0K2026-10-26
Partners Wealth Management, LLC
INCREASED21,13116,876+4,255+25%$623.6K$929.6K+$306.0K2026-10-28
Parsons Capital Management Inc
DECREASED20,94721,744-797-4%$803.4K$921.5K+$118.0K2026-10-28
Mather Group, Llc.
DECREASED20,93322,450-1,517-7%$829.5K$920.8K+$91.3K2026-10-14
Harbour Capital Advisors, LLC
INCREASED20,54020,510+30+0%$804.0K$903.6K+$99.6K2026-10-13
Fifth Third Bancorp
INCREASED20,53615,613+4,923+32%$576.9K$903.4K+$326.5K2026-11-05
First Financial Bank - Trust Division
UNCHANGED20,19220,19200%$746.1K$888.2K+$142.2K2026-10-01
Profund Advisors LLC
INCREASED20,01717,864+2,153+12%$660.1K$880.5K+$220.5K2026-10-29
Thrivent Financial for Lutherans
DECREASED19,65622,211-2,555-11%$822.0K$867.0K+$45.0K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED19,65315,201+4,452+29%$561.7K$864.5K+$302.9K2026-10-13
Intrua Financial, LLC
DECREASED19,35319,918-565-3%$736.0K$851.3K+$115.3K2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED19,14919,578-429-2%$723.4K$842.4K+$119.0K2026-10-23
Nicholas Hoffman & Company, Llc.
INCREASED19,14718,969+178+1%$700.9K$842.3K+$141.4K2026-10-30
First Command Advisory Services, Inc.
INCREASED19,0074,312+14,695+341%$159.3K$836.1K+$676.8K2026-11-05
Hoese & Co LLP
NEW18,928—+18,928——$832.5K—2026-10-21
Lebenthal Global Advisors, LLC
DECREASED18,81022,001-3,191-14%$812.9K$827.5K+$14.5K2026-10-28
Clearstead Advisors, LLC
INCREASED18,44918,408+41+0%$680.2K$811.4K+$131.3K2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED18,33616,431+1,905+12%$607.1K$806.6K+$199.5K2026-11-05
Trust Point Inc.
NEW18,334—+18,334——$806.5K—2026-10-27
Sapient Capital LLC
UNCHANGED18,21318,21300%$673.0K$801.2K+$128.2K2026-10-08
Cowa, LLC
INCREASED17,53612,800+4,736+37%$473.0K$771.4K+$298.4K2026-10-30
MQS Management LLC
INCREASED17,3009,573+7,727+81%$353.7K$761.0K+$407.3K2026-11-06
Wesbanco Bank Inc
DECREASED17,04621,885-4,839-22%$808.7K$749.9K-$58.8K2026-11-04
North Star Investment Management Corp.
INCREASED17,03816,869+169+1%$623.3K$749.5K+$126.2K2026-10-27
Courier Capital LLC
INCREASED16,93716,915+22+0%$625.0K$745.1K+$120.1K2026-10-19
Cooper Financial Group
INCREASED16,82115,258+1,563+10%$563.8K$740.0K+$176.2K2026-10-07
Moneco Advisors, LLC
INCREASED16,80016,549+251+2%$611.5K$739.0K+$127.5K2026-11-05
StoneX Group Inc.
INCREASED16,7659,329+7,436+80%$344.7K$736.4K+$391.8K2026-11-03
Balboa Wealth Partners
INCREASED16,75613,354+3,402+25%$493.4K$737.1K+$243.7K2026-10-20
Left Brain Wealth Management, LLC
UNCHANGED16,75316,75300%$619.0K$737.0K+$117.9K2026-10-28
Silvia Mccoll Wealth Management, LLC
UNCHANGED16,67016,67000%$616.0K$733.3K+$117.4K2026-10-07
ARS Investment Partners, LLC
UNCHANGED16,60016,60000%$613.4K$730.2K+$116.9K2026-11-05
Analyst IMS Investment Management Services Ltd.
UNCHANGED16,16716,16700%$597.0K$711.0K+$114.0K2026-11-05
Nilsine Partners, LLC
DECREASED16,14016,981-841-5%$627.5K$710.0K+$82.5K2026-11-02
SVB Wealth LLC
DECREASED15,76015,834-740%$585.1K$693.3K+$108.2K2026-11-06
Sovran Advisors, LLC
INCREASED15,72614,268+1,458+10%$594.5K$791.8K+$197.2K2026-11-02
AdvisorNet Financial, Inc
INCREASED15,4878,115+7,372+91%$299.8K$755.9K+$456.1K2026-10-15
Grandfield & Dodd, LLC
UNCHANGED15,43115,43100%$570.2K$678.8K+$108.6K2026-10-29
Csenge Advisory Group
DECREASED15,39715,616-219-1%$577.0K$677.3K+$100.3K2026-11-04
Archer Investment Corp
UNCHANGED15,29615,29600%$565.2K$672.9K+$107.7K2026-11-05
Legacy Wealth Asset Management, LLC
INCREASED15,25815,137+121+1%$559.3K$671.2K+$111.9K2026-10-09
Range Financial Group LLC
NEW14,843—+14,843——$652.9K—2026-10-21
Mill Capital Management, LLC
UNCHANGED14,82814,82800%$547.9K$652.3K+$104.4K2026-10-26
Landmark Wealth Management, LLC
UNCHANGED14,80014,80000%$546.9K$651.1K+$104.2K2026-11-03
Beese Fulmer Investment Management, Inc.
DECREASED14,74015,575-835-5%$575.5K$648.4K+$72.9K2026-10-23
HUB Investment Partners, LLC
INCREASED14,69812,211+2,487+20%$451.2K$646.6K+$195.4K2026-11-03
Capital Investment Advisors, LLC
DECREASED14,48014,730-250-2%$544.3K$637.0K+$92.7K2026-10-22
Miller Global Investments, LLC
DECREASED14,45514,769-314-2%$545.7K$635.9K+$90.2K2026-10-02
Finward Bancorp
UNCHANGED14,43814,43800%$533.5K$635.1K+$101.6K2026-10-14
Baxter Bros Inc
DECREASED13,97214,472-500-3%$534.7K$614.6K+$79.9K2026-11-04
Kathmere Capital Management, LLC
INCREASED13,93712,808+1,129+9%$473.3K$613.1K+$139.8K2026-10-20
Goelzer Investment Management, Inc.
INCREASED13,7807,074+6,706+95%$261.4K$606.2K+$344.8K2026-10-16
Allen Capital Group, LLC
INCREASED13,72813,433+295+2%$496.3K$603.9K+$107.5K2026-10-27
Monarch Capital Management Inc
DECREASED13,72214,772-1,050-7%$545.8K$603.6K+$57.8K2026-10-19
Winch Advisory Services, LLC
INCREASED13,69413,581+113+1%$501.8K$602.4K+$100.6K2026-11-06
Wright Investors Service Inc
INCREASED13,65713,560+97+1%$501.0K$600.8K+$99.7K2026-11-02
Kelleher Financial Advisors
DECREASED13,49314,933-1,440-10%$551.8K$593.5K+$41.8K2026-10-30
Garner Asset Management Corp
INCREASED13,39213,358+34+0%$493.6K$676.7K+$183.1K2026-10-30
Independence Bank of Kentucky
DECREASED13,38613,486-100-1%$498.3K$588.9K+$90.5K2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
DECREASED13,35317,641-4,288-24%$653.3K$587.6K-$65.8K2026-10-29
Burford Brothers, Inc.
UNCHANGED13,35213,35200%$493.4K$587.4K+$94.0K2026-10-21
Louisbourg Investments Inc.
UNCHANGED13,28013,28000%$490.7K$584.2K+$93.5K2026-10-20
Sagespring Wealth Partners, LLC
DECREASED13,10713,834-727-5%$511.2K$576.6K+$65.4K2026-10-22
Perigon Wealth Management, LLC
INCREASED13,0888,762+4,326+49%$323.7K$575.7K+$252.0K2026-10-22
Peddock Capital Advisors, LLC
INCREASED13,08313,075+8+0%$483.1K$575.5K+$92.4K2026-10-16
OpenArc Corporate Advisory, LLC
NEW13,077—+13,077——$575.3K—2026-10-21
Pekin Hardy Strauss, Inc.
INCREASED13,06310,113+2,950+29%$373.7K$574.6K+$201.0K2026-11-02
Edge Wealth Management LLC
INCREASED12,99312,984+9+0%$479.7K$573.9K+$94.1K2026-10-13
Busey Bank
DECREASED12,95613,096-140-1%$483.9K$569.9K+$86.0K2026-10-26
Welch & Forbes LLC
UNCHANGED12,69012,69000%$468.9K$558.2K+$89.3K2026-11-04
Williams Jones Wealth Management, Llc.
DECREASED12,66013,043-383-3%$482.0K$556.9K+$75.0K2026-11-05
Baker Avenue Asset Management, LP
DECREASED12,62912,874-245-2%$475.7K$555.5K+$79.8K2026-11-06
Axxcess Wealth Management, LLC
DECREASED12,51216,205-3,693-23%$598.8K$550.4K-$48.3K2026-10-21
Rasp Wealth Solutions, LLC
UNCHANGED12,48312,48300%$461.2K$549.1K+$87.9K2026-11-06
Aull & Monroe Investment Management Corp
UNCHANGED12,47512,47500%$461.0K$548.8K+$87.8K2026-10-16
HBK Sorce Advisory LLC
INCREASED12,46211,424+1,038+9%$470.8K$557.0K+$86.3K2026-11-06
Pettinga Financial Advisors LLC
INCREASED12,30412,171+133+1%$449.7K$541.3K+$91.5K2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED12,29210,719+1,573+15%$396.1K$540.7K+$144.7K2026-10-13
Independent Financial Group, LLC
DECREASED12,22813,294-1,066-8%$491.2K$537.9K+$46.7K2026-10-13
Rose Capital Advisors LLC
NEW12,213—+12,213——$537.2K—2026-11-04
Portside Wealth Group, LLC
INCREASED12,0518,939+3,112+35%$330.3K$530.1K+$199.9K2026-10-20
Burrus Financial Services, Inc.
INCREASED12,00311,867+136+1%$438.5K$528.0K+$89.6K2026-10-22
Northeast Investment Management
UNCHANGED11,99711,99700%$443.3K$527.7K+$84.5K2026-10-30
LVW Advisors, LLC
INCREASED11,91811,030+888+8%$407.5K$524.3K+$116.7K2026-10-19
Hilltop National Bank
DECREASED11,82311,993-170-1%$443.1K$520.1K+$77.0K2026-10-14
Sowell Financial Services LLC
INCREASED11,75011,681+69+1%$431.6K$516.9K+$85.3K2026-10-23
Gamma Investing LLC
INCREASED11,74510,052+1,693+17%$371.4K$516.7K+$145.2K2026-10-08
Brookstone Capital Management
INCREASED11,71011,558+152+1%$427.1K$515.1K+$88.0K2026-10-22
Tannin Capital LLC
DECREASED11,70012,523-823-7%$462.7K$514.7K+$52.0K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED11,63410,910+724+7%$403.2K$511.8K+$108.7K2026-11-04
Fruth Investment Management
UNCHANGED11,53011,53000%$426.0K$507.0K+$81.0K2026-10-13
Simplex Trading, LLC
NEW11,360—+11,360——$499.7K—2026-11-04
Philadelphia Trust Co
DECREASED11,33412,234-900-7%$452.0K$499.0K+$47.0K2026-11-05
Advocate Investing Services LLC
UNCHANGED11,31011,31000%$417.9K$497.5K+$79.6K2026-10-26
Allen Mooney & Barnes Investment Advisors LLC
DECREASED11,23911,753-514-4%$434.3K$494.4K+$60.1K2026-10-08
May Hill Capital, LLC
INCREASED11,2219,680+1,541+16%$357.7K$493.6K+$135.9K2026-11-03
Diversify Advisory Services, LLC
DECREASED11,18612,657-1,471-12%$535.5K$541.9K+$6.3K2026-10-20
Diversify Wealth Management, LLC
DECREASED11,18612,657-1,471-12%$535.5K$541.9K+$6.3K2026-10-20
Grimes & Co Wealth Management, LLC
DECREASED11,16311,757-594-5%$434.4K$491.0K+$56.6K2026-10-29
Capital Investment Counsel, Inc
DECREASED11,15511,855-700-6%$438.0K$490.7K+$52.7K2026-10-20
Integrity Alliance, Llc.
INCREASED11,1209,402+1,718+18%$347.4K$489.2K+$141.8K2026-10-29
Chicago Partners Investment Group LLC
INCREASED11,10511,000+105+1%$483.2K$569.9K+$86.7K2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED11,02011,02000%$407.2K$484.8K+$77.6K2026-10-23
Atria Investments, Inc
DECREASED10,95314,912-3,959-27%$551.0K$481.8K-$69.1K2026-10-15
Investors Research Corp
DECREASED10,94011,190-250-2%$413.5K$481.3K+$67.8K2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED10,68813,639-2,951-22%$504.0K$470.2K-$33.8K2026-10-27
Alessandra Capital Management, LLC
UNCHANGED10,63410,63400%$392.9K$467.8K+$74.9K2026-10-30
IFP Advisors, Inc
DECREASED10,59810,734-136-1%$396.6K$466.2K+$69.6K2026-10-16
Soltis Investment Advisors LLC
INCREASED10,5399,172+1,367+15%$338.9K$463.6K+$124.7K2026-10-28
Rosenberg Matthew Hamilton
DECREASED10,53111,227-696-6%$414.8K$463.3K+$48.4K2026-10-05
Daymark Wealth Partners, LLC
INCREASED10,51410,004+510+5%$369.7K$462.5K+$92.8K2026-11-04
Old National Bancorp
DECREASED10,49811,566-1,068-9%$427.4K$461.8K+$34.4K2026-10-20
First Financial Corp
UNCHANGED10,46310,46300%$386.6K$460.3K+$73.7K2026-10-13
Shayne & Jacobs, LLC
UNCHANGED10,44610,44600%$386.0K$459.5K+$73.5K2026-10-21
Carnegie Investment Counsel
DECREASED10,42610,839-413-4%$400.5K$458.7K+$58.1K2026-10-20
Asset Advisory Group, Inc.
UNCHANGED10,42410,42400%$385.2K$458.6K+$73.4K2026-10-20
Greenleaf Trust
DECREASED10,23413,072-2,838-22%$483.0K$450.2K-$32.8K2026-10-29
Net Worth Advisory Group
INCREASED10,2028,416+1,786+21%$311.0K$454.0K+$143.0K2026-10-20
Collaborative Fund Advisors, LLC
NEW10,113—+10,113——$444.9K—2026-11-02
AlphaCore Capital LLC
INCREASED10,1058,966+1,139+13%$331.3K$444.5K+$113.2K2026-11-04
Uniting Wealth Partners, LLC
INCREASED10,0337,403+2,630+36%$273.5K$441.4K+$167.8K2026-11-06
Sage Rhino Capital LLC
DECREASED10,02410,371-347-3%$383.2K$441.0K+$57.8K2026-10-28
Eagle Rock Investment Company, LLC
INCREASED9,9879,421+566+6%$348.1K$439.3K+$91.2K2026-10-21
Accurate Wealth Management, LLC
DECREASED9,91411,420-1,506-13%$447.7K$481.1K+$33.5K2026-10-20
Aprio Wealth Management, LLC
INCREASED9,8918,281+1,610+19%$306.0K$435.1K+$129.1K2026-10-28
Willis Johnson Wealth, Inc.
INCREASED9,8887,106+2,782+39%$262.6K$435.0K+$172.4K2026-11-03
Encompass Wealth Advisors, LLC
NEW9,866—+9,866——$434.0K—2026-10-15
Cherokee Insurance Co
UNCHANGED9,8549,85400%$364.1K$433.5K+$69.4K2026-11-05
Davidson Trust Co
UNCHANGED9,8209,82000%$362.8K$432.0K+$69.1K2026-10-09
Sentry LLC
DECREASED9,80610,844-1,038-10%$400.7K$431.4K+$30.7K2026-10-30
NTV Asset Management LLC
INCREASED9,7636,367+3,396+53%$235.3K$429.5K+$194.2K2026-10-23
Confluence Wealth Services, Inc.
DECREASED9,62018,448-8,828-48%$681.6K$423.2K-$258.5K2026-11-05
Blue Trust, Inc.
DECREASED9,53813,798-4,260-31%$509.8K$419.6K-$90.3K2026-10-15
ARK & TLK Investments, LLC
DECREASED9,53214,391-4,859-34%$531.8K$419.3K-$112.4K2026-10-20
Chicago Trust Co NA
UNCHANGED9,4829,48200%$350.4K$417.1K+$66.8K2026-10-28
Augustine Asset Management Inc
DECREASED9,3139,392-79-1%$347.0K$409.7K+$62.6K2026-10-13
CapWealth Advisors, LLC
NEW9,191—+9,191——$404.3K—2026-10-05
Kanawha Capital Management LLC
DECREASED9,1629,176-140%$339.0K$403.0K+$64.0K2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED9,1259,271-146-2%$342.6K$401.4K+$58.8K2026-10-27
Weinberger Asset Management, Inc
UNCHANGED9,1029,10200%$411.6K$400.4K-$11.2K2026-10-28
Advisors Management Group Inc
DECREASED9,0589,248-190-2%$341.0K$398.0K+$57.0K2026-11-05
Investment Research Partners LLC
INCREASED8,9678,430+537+6%$311.5K$394.5K+$83.0K2026-10-19
Titleist Asset Management, LLC
INCREASED8,9078,862+45+1%$327.5K$391.8K+$64.4K2026-10-08
71 West Capital Partners
INCREASED8,8928,662+230+3%$320.1K$391.2K+$71.1K2026-11-04
Eastern Bank
DECREASED8,87018,895-10,025-53%$698.2K$390.2K-$308.0K2026-10-05
Nations Financial Group Inc,
DECREASED8,6749,097-423-5%$336.2K$381.6K+$45.4K2026-11-05
Avalon Capital Management
UNCHANGED8,6588,65800%$319.9K$380.9K+$61.0K2026-11-04
Peoples Bank
INCREASED8,5998,275+324+4%$305.8K$378.3K+$72.5K2026-10-26
Cape Investment Advisory, Inc.
INCREASED8,5967,678+918+12%$283.7K$378.1K+$94.4K2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED8,4038,274+129+2%$305.7K$369.7K+$63.9K2026-10-22
Asset Allocation & Management Company, LLC
UNCHANGED8,4008,40000%$310.0K$370.0K+$60.0K2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED8,3508,35000%$308.5K$367.3K+$58.8K2026-10-22
Accel Wealth Management
INCREASED8,3497,629+720+9%$281.9K$367.3K+$85.4K2026-10-13
Howland Capital Management LLC
UNCHANGED8,3238,32300%$307.5K$366.1K+$58.6K2026-10-22
Versant Capital Management, Inc
INCREASED8,3107,953+357+4%$293.9K$365.6K+$71.7K2026-10-02
Gallacher Capital Management LLC
DECREASED8,2889,662-1,374-14%$357.0K$364.6K+$7.6K2026-10-30
Caldwell Trust Co
UNCHANGED8,2718,27100%$305.6K$363.8K+$58.2K2026-10-30
Sigma Investment Counselors Inc
UNCHANGED8,2298,22900%$304.1K$362.0K+$57.9K2026-10-27
Koshinski Asset Management, Inc.
UNCHANGED8,2078,20700%$303.2K$361.0K+$57.8K2026-10-29
Focus Financial Network, Inc.
INCREASED8,1838,139+44+1%$300.7K$360.0K+$59.2K2026-10-14
Fiduciary Financial Group, LLC
INCREASED8,1657,106+1,059+15%$262.6K$359.2K+$96.6K2026-10-13
PDS Planning, Inc
DECREASED8,0738,278-205-2%$305.9K$355.1K+$49.3K2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED8,0008,00000%$295.6K$295.6K$02026-10-15
Retirement Planning Co of New England, Inc.
DECREASED7,9898,542-553-6%$315.6K$351.4K+$35.8K2026-10-15
King Luther Capital Management Corp
DECREASED7,9429,173-1,231-13%$338.9K$349.4K+$10.4K2026-11-05
Plancorp, LLC
INCREASED7,9197,308+611+8%$298.4K$399.0K+$100.6K2026-11-03
Essex Bank
UNCHANGED7,9147,91400%$292.4K$348.1K+$55.6K2026-10-16
Almanack Investment Partners, Llc.
DECREASED7,9118,230-319-4%$304.1K$348.0K+$43.9K2026-11-03
Private Trust Co NA
INCREASED7,8745,113+2,761+54%$188.9K$346.4K+$157.4K2026-10-20
180 Wealth Advisors, LLC
DECREASED7,8708,030-160-2%$296.7K$346.2K+$49.5K2026-11-03
CPA Asset Management Group, LLC
UNCHANGED7,7967,79600%$288.1K$342.9K+$54.9K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED7,7888,073-285-4%$298.3K$342.6K+$44.3K2026-10-20
Facet Wealth, Inc.
INCREASED7,7845,527+2,257+41%$204.2K$342.4K+$138.2K2026-11-04
Insight 2811, Inc.
INCREASED7,7757,366+409+6%$272.2K$342.0K+$69.8K2026-11-06
Uptick Partners, LLC
INCREASED7,7727,601+171+2%$280.9K$341.9K+$61.0K2026-11-04
Jacobi Capital Management LLC
DECREASED7,7588,840-1,082-12%$326.6K$341.3K+$14.6K2026-11-05
Wealth Dimensions Group, Ltd.
INCREASED7,7427,738+4+0%$285.9K$340.6K+$54.6K2026-11-02
Abel Hall, LLC
INCREASED7,6697,099+570+8%$262.3K$337.4K+$75.1K2026-10-19
Thompson Siegel & Walmsley LLC
INCREASED7,6547,504+150+2%$277.0K$337.0K+$60.0K2026-11-05
Cullinan Associates Inc
UNCHANGED7,6007,60000%$280.8K$334.3K+$53.5K2026-11-03
Wedmont Private Capital
INCREASED7,4787,158+320+4%$280.6K$346.7K+$66.1K2026-10-09
AMG National Trust Bank
NEW7,458—+7,458——$328.1K—2026-11-05
Vista Investment Partners LLC
INCREASED7,3977,016+381+5%$259.2K$325.4K+$66.2K2026-10-08
Smith Group Asset Management, LLC
DECREASED7,28066,320-59,040-89%$2.5M$320.2K-$2.1M2026-10-27
Adell Harriman & Carpenter Inc
NEW7,225—+7,225——$317.8K—2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW7,214—+7,214——$321.0K—2026-10-15
North Point Portfolio Managers Corp
INCREASED7,1386,957+181+3%$257.1K$314.0K+$56.9K2026-10-07
Visionary Wealth Advisors
DECREASED7,0707,315-245-3%$270.3K$311.0K+$40.7K2026-11-04
SteelPeak Wealth, LLC
INCREASED7,0256,933+92+1%$256.2K$309.0K+$52.9K2026-10-16
CWA Asset Management Group, LLC
INCREASED7,0136,856+157+2%$253.3K$308.5K+$55.2K2026-10-19
U S Global Investors Inc
UNCHANGED7,0007,00000%$258.7K$307.9K+$49.3K2026-10-22
Grey Ledge Advisors, LLC
UNCHANGED6,9986,99800%$258.6K$307.8K+$49.3K2026-11-02
Lodestar Private Asset Management LLC
DECREASED6,9817,000-190%$258.7K$307.1K+$48.4K2026-10-26
Summit Global Investments
NEW6,950—+6,950——$306.0K—2026-10-28
Natixis
DECREASED6,94510,017-3,072-31%$370.1K$305.5K-$64.6K2026-11-06
Brown, Lisle Ings, Inc.
INCREASED6,9276,904+23+0%$255.1K$304.7K+$49.6K2026-10-16
Cutler Investment Counsel LLC
INCREASED6,9086,898+10+0%$254.9K$303.9K+$49.0K2026-10-28
United Asset Strategies, Inc.
UNCHANGED6,8016,80100%$251.3K$299.2K+$47.9K2026-10-28
Powers Advisory Group, LLC
DECREASED6,7867,069-283-4%$261.2K$298.5K+$37.3K2026-10-14
Anchyra Partners LLC
NEW6,778—+6,778——$298.2K—2026-10-13
Chapin Davis, Inc.
INCREASED6,7426,613+129+2%$244.4K$296.6K+$52.2K2026-10-09
Robertson Stephens Wealth Management, LLC
DECREASED6,7056,821-116-2%$252.0K$295.0K+$42.9K2026-10-16
Crescent Grove Advisors, LLC
INCREASED6,7006,250+450+7%$230.9K$294.7K+$63.8K2026-10-21
CRA Financial Services, LLC
DECREASED6,6586,784-126-2%$250.7K$292.9K+$42.2K2026-10-16
Diversified Enterprises, LLC
INCREASED6,6346,275+359+6%$231.9K$291.8K+$60.0K2026-10-19
Northland Securities, Inc.
UNCHANGED6,5406,54000%$241.7K$287.7K+$46.0K2026-11-02
Wealthcare Advisory Partners LLC
NEW6,520—+6,520——$286.8K—2026-10-21
Excalibur Management Corp
INCREASED6,5016,277+224+4%$231.9K$286.0K+$54.0K2026-11-02
RFG Advisory, LLC
DECREASED6,4896,560-71-1%$242.4K$285.5K+$43.1K2026-11-03
Eads & Heald Wealth Management
DECREASED6,4826,520-38-1%$240.9K$285.1K+$44.2K2026-10-29
Duncker Streett & Co Inc
UNCHANGED6,4806,48000%$239.4K$285.1K+$45.6K2026-10-27
SS&H Financial Advisors, Inc.
UNCHANGED6,4806,48000%$239.0K$285.0K+$46.0K2026-10-28
Arkfeld Wealth Strategies, L.L.C.
INCREASED6,4056,248+157+3%$233.6K$285.1K+$51.5K2026-10-19
Sterling Investment Advisors, Ltd.
UNCHANGED6,3766,37600%$235.6K$280.5K+$44.9K2026-10-27
Yoffe Investment Management, LLC
UNCHANGED6,3636,36300%$235.1K$279.9K+$44.8K2026-11-02
Zions Bancorporation, National Association
DECREASED6,3586,384-260%$235.9K$279.7K+$43.8K2026-11-06
Lanark Financial, Inc.
DECREASED6,3356,702-367-5%$247.6K$278.7K+$31.0K2026-10-26
S&A Financial Services, Inc.
INCREASED6,3026,262+40+1%$231.4K$277.2K+$45.9K2026-11-03
Hurlow Wealth Management Group, Inc.
INCREASED6,2716,264+7+0%$231.5K$275.9K+$44.4K2026-10-29
Verdence Capital Advisors LLC
INCREASED6,2676,238+29+0%$230.5K$275.7K+$45.2K2026-10-26
Manchester Financial Inc
INCREASED6,2376,232+5+0%$230.3K$274.4K+$44.1K2026-10-15
Eclectic Associates Inc
DECREASED6,2186,446-228-4%$238.2K$273.5K+$35.3K2026-10-09
Cornerstone Wealth Group, LLC
INCREASED6,0715,517+554+10%$203.9K$267.1K+$63.2K2026-11-02
Emprise Bank
UNCHANGED6,0526,05200%$223.6K$266.2K+$42.6K2026-10-07
Valmark Advisers, Inc.
INCREASED6,0515,756+295+5%$212.7K$266.2K+$53.5K2026-11-06
Westover Capital Advisors, LLC
NEW6,037—+6,037——$265.6K—2026-10-26
Allegheny Financial Group
DECREASED6,0336,059-260%$223.9K$265.4K+$41.5K2026-11-05
Gratus Wealth Advisors, LLC
INCREASED6,0195,949+70+1%$219.8K$264.8K+$45.0K2026-10-26
Silverlake Wealth Management LLC
INCREASED5,9385,925+13+0%$218.9K$261.2K+$42.3K2026-10-21
Integrated Advisors Network LLC
INCREASED5,9305,829+101+2%$215.4K$260.9K+$45.5K2026-10-20
Ferguson Wellman Capital Management, Inc
INCREASED5,9115,871+40+1%$216.9K$260.0K+$43.1K2026-10-05
Long Road Investment Counsel, LLC
UNCHANGED5,9005,90000%$218.0K$259.5K+$41.5K2026-11-04
Moss Adams Wealth Advisors LLC
UNCHANGED5,8785,87800%$217.2K$258.6K+$41.4K2026-10-28
Avantax Planning Partners, Inc.
INCREASED5,8735,862+11+0%$216.6K$258.4K+$41.8K2026-11-03
Brucke Financial, Inc.
DECREASED5,8666,986-1,120-16%$258.1K$258.0K-$872026-10-23
Forum Financial Management, LP
DECREASED5,8465,928-82-1%$219.0K$257.2K+$38.1K2026-10-16
Resonant Capital Advisors, LLC
INCREASED5,8465,831+15+0%$215.5K$257.2K+$41.7K2026-10-15
Investment Partners, Ltd.
NEW5,840—+5,840——$256.9K—2026-10-29
Riversedge Advisors, LLC
NEW5,829—+5,829——$256.4K—2026-10-09
Optivise Advisory Services LLC
INCREASED5,7845,769+15+0%$213.1K$254.4K+$41.3K2026-10-19
Altfest L J & Co Inc
INCREASED5,7695,756+13+0%$212.7K$253.8K+$41.1K2026-10-27
Valtinson Bruner Financial Planning LLC
UNCHANGED5,7655,76500%$213.0K$253.6K+$40.6K2026-11-02
Spire Wealth Management
INCREASED5,7415,529+212+4%$204.3K$252.5K+$48.2K2026-10-30
Bison Wealth, LLC
DECREASED5,7286,540-812-12%$244.5K$267.7K+$23.1K2026-10-13
Level Four Advisory Services, LLC
DECREASED5,7037,945-2,242-28%$293.6K$250.9K-$42.7K2026-11-06
Yousif Capital Management, LLC
UNCHANGED5,6815,68100%$209.9K$249.9K+$40.0K2026-10-22
Willow Creek Capital Management, Inc.
UNCHANGED5,6675,66700%$209.4K$209.4K$02026-10-16
Canandaigua National Bank & Trust Co
NEW5,614—+5,614——$247.0K—2026-10-07
Simplicity Wealth,LLC
NEW5,567—+5,567——$244.9K—2026-10-23
Crestwood Advisors Group, LLC
DECREASED5,5385,859-321-5%$216.5K$243.6K+$27.1K2026-10-27
Ignite Planners, LLC
INCREASED5,5025,454+48+1%$201.5K$242.0K+$40.4K2026-10-14
Spectrum Planning & Advisory Services Inc.
NEW5,466—+5,466——$240.4K—2026-11-05
Apella Capital, LLC
INCREASED5,4665,222+244+5%$201.6K$243.3K+$41.7K2026-10-08
Fiduciary Alliance LLC
NEW5,435—+5,435——$239.1K—2026-10-13
D'Orazio & Associates, Inc.
NEW5,378—+5,378——$236.6K—2026-11-04
Eagle Global Advisors LLC
NEW5,359—+5,359——$235.7K—2026-11-02
SAX Wealth Advisors, LLC
NEW5,341—+5,341——$235.0K—2026-10-13
Everest Financial Group LLC
NEW5,295—+5,295——$232.9K—2026-11-06
CoreCap Advisors, LLC
INCREASED5,2525,224+28+1%$193.0K$231.1K+$38.1K2026-10-08
Citizens Financial Group Inc
NEW5,251—+5,251——$231.0K—2026-10-23
Retirement Planning Group, LLC
NEW5,250—+5,250——$230.9K—2026-10-19
Xponance LLC
NEW5,246—+5,246——$230.8K—2026-11-03
Weitzel Financial Services, Inc.
NEW5,222—+5,222——$233.8K—2026-10-16
Cottonwood Capital Advisors, LLC
NEW5,220—+5,220——$229.6K—2026-10-20
Kure Advisory, LLC
NEW5,188—+5,188——$228.2K—2026-10-08
Searle & Co.
NEW5,181—+5,181——$227.9K—2026-11-04
Summit Financial Wealth Advisors, LLC
NEW5,176—+5,176——$227.7K—2026-10-15
Creative Financial Designs Inc
INCREASED5,1444,921+223+5%$181.8K$226.3K+$44.4K2026-11-04
CMG Global Holdings, LLC
NEW5,120—+5,120——$225.2K—2026-10-14
Traveka Wealth, LLC
NEW5,089—+5,089——$223.9K—2026-10-19
1900 Wealth Management LLC
NEW5,086—+5,086——$223.7K—2026-10-13
Cullen Investment Group, Ltd.
DECREASED5,0325,671-639-11%$209.5K$235.1K+$25.6K2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
NEW5,015—+5,015——$220.6K—2026-10-28
XY Planning Network, Inc.
NEW5,014—+5,014——$220.6K—2026-10-14
Appalachian Capital Management Ltd
NEW5,000—+5,000——$220.0K—2026-10-14
Pavaki Capital Management LLC
UNCHANGED5,0005,00000%$184.8K$220.0K+$35.2K2026-10-26
Peoples Financial Services Corp.
DECREASED4,9755,008-33-1%$185.0K$218.8K+$33.8K2026-10-20
JB Capital LLC
NEW4,966—+4,966——$218.5K—2026-10-19
Bayforest Capital Ltd
NEW4,961—+4,961——$218.2K—2026-11-03
Successful Portfolios LLC
DECREASED4,9106,472-1,562-24%$251.3K$219.1K-$32.2K2026-10-09
Secure Asset Management, LLC
NEW4,899—+4,899——$215.5K—2026-10-19
Stonebridge Financial Group, LLC
NEW4,868—+4,868——$214.1K—2026-10-01
Clear Trail Advisors, LLC
NEW4,854—+4,854——$213.5K—2026-10-20
Cromwell Holdings LLC
UNCHANGED4,8534,85300%$179.3K$213.5K+$34.2K2026-10-28
Avail Investment Partners, LLC
NEW4,835—+4,835——$212.7K—2026-10-16
SmartHarvest Portfolios, LLC
DECREASED4,8325,942-1,110-19%$219.6K$212.5K-$7.0K2026-10-26
Convergence Financial, LLC
DECREASED4,80010,734-5,934-55%$396.6K$211.2K-$185.5K2026-10-27
Kingdom Financial Group Llc.
UNCHANGED4,7974,79700%$177.2K$211.0K+$33.8K2026-11-04
IFG Advisors, LLC
NEW4,794—+4,794——$210.9K—2026-10-15
Quantum Financial Advisors, LLC
NEW4,792—+4,792——$210.8K—2026-11-03
Bath Savings Trust Co
NEW4,781—+4,781——$210.3K—2026-10-07
LongView Wealth Management
NEW4,751—+4,751——$209.0K—2026-10-19
Woodley Farra Manion Portfolio Management Inc
NEW4,722—+4,722——$207.7K—2026-11-05
Tctc Holdings, LLC
NEW4,700—+4,700——$206.8K—2026-11-02
Hummer Financial Advisory Services Inc
NEW4,668—+4,668——$205.3K—2026-10-09
ARS Wealth Advisors Group, LLC
NEW4,658—+4,658——$204.9K—2026-10-16
Sound Income Strategies, LLC
NEW4,637—+4,637——$215.0K—2026-10-09
Nfsg Corp
DECREASED4,6276,622-1,995-30%$244.7K$203.5K-$41.2K2026-10-15
Claro Advisors Inc.
NEW4,618—+4,618——$203.1K—2026-11-02
Ascent Group, LLC
DECREASED4,5986,208-1,610-26%$229.4K$202.3K-$27.1K2026-10-30
KCM Investment Advisors LLC
NEW4,573—+4,573——$201.2K—2026-10-27
Gryphon Financial Partners LLC
NEW4,568—+4,568——$201.0K—2026-11-04
Fulton Bank, N.A.
NEW4,567—+4,567——$200.9K—2026-10-14
Oakworth Capital, Inc.
INCREASED4,4824,393+89+2%$158.8K$197.2K+$38.4K2026-10-26
Affinity Capital Advisors, LLC
NEW4,445—+4,445——$205.6K—2026-10-13
Golden State Wealth Management, LLC
INCREASED4,4104,177+233+6%$154.3K$194.0K+$39.7K2026-11-02
Cullen T Bankers, Inc.
INCREASED4,2493,855+394+10%$142.4K$186.9K+$44.5K2026-10-28
First Horizon Corp
INCREASED4,1113,903+208+5%$144.2K$180.8K+$36.6K2026-10-26
Harbor Capital Advisors, Inc.
NEW4,058—+4,058——$179.0K—2026-10-22
Salomon & Ludwin, LLC
DECREASED3,7823,783-10%$136.8K$166.4K+$29.6K2026-10-29
William Mack & Associates, Inc.
NEW3,769—+3,769——$165.8K—2026-10-27
Nemes Rush Group LLC
DECREASED3,7393,814-75-2%$140.9K$164.5K+$23.5K2026-11-04
Acropolis Investment Management, LLC
UNCHANGED3,7243,72400%$137.6K$163.8K+$26.2K2026-10-08
Parkside Financial Bank & Trust
INCREASED3,7083,260+448+14%$120.5K$163.1K+$42.7K2026-10-27
Vima LLC
DECREASED3,6853,900-215-6%$144.1K$162.1K+$18.0K2026-10-23
First Premier Bank
UNCHANGED3,5663,56600%$117.0K$157.0K+$40.0K2026-10-13
City Holding Co
DECREASED3,4103,888-478-12%$143.7K$150.0K+$6.3K2026-10-19
City State Bank
UNCHANGED3,3433,34300%$123.5K$147.1K+$23.5K2026-10-20
Community Financial Services Group, LLC
DECREASED3,3203,709-389-10%$134.1K$147.7K+$13.7K2026-10-15
Toth Financial Advisory Corp
UNCHANGED3,3073,30700%$122.2K$145.5K+$23.3K2026-10-08
Bank & Trust Co
INCREASED3,2042,648+556+21%$97.8K$140.9K+$43.1K2026-10-07
Key FInancial Inc
UNCHANGED3,0793,07900%$113.8K$135.4K+$21.7K2026-11-02
Laurel Wealth Advisors LLC
NEW3,066—+3,066——$134.9K—2026-10-27
Union Bancaire Privee, UBP SA
UNCHANGED3,0003,00000%$112.7K$131.7K+$18.9K2026-11-04
CrossGen Wealth, LLC
DECREASED2,9813,292-311-9%$121.7K$131.1K+$9.5K2026-10-30
Nvwm, LLC
UNCHANGED2,8982,89800%$107.1K$127.5K+$20.4K2026-10-14
Asset Dedication, LLC
UNCHANGED2,8792,87900%$106.4K$126.6K+$20.3K2026-11-03
First Bancorp, Inc
UNCHANGED2,8342,83400%$104.7K$124.7K+$20.0K2026-10-26
Avion Wealth
INCREASED2,8072,800+7+0%$103.0K$123.0K+$20.0K2026-11-04
SJS Investment Consulting Inc.
INCREASED2,8042,737+67+2%$101.1K$123.3K+$22.2K2026-10-26
Steph & Co
UNCHANGED2,7922,79200%$103.2K$122.8K+$19.7K2026-10-07
Trust Co of Toledo NA
DECREASED2,7603,860-1,100-28%$142.6K$121.4K-$21.2K2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED2,6792,445+234+10%$90.3K$117.9K+$27.5K2026-10-27
Trust Co of Vermont
INCREASED2,5051,980+525+27%$73.2K$110.2K+$37.0K2026-10-21
Tompkins Financial Corp
UNCHANGED2,4562,45600%$90.8K$108.0K+$17.3K2026-10-05
Bank Pictet & Cie (Europe) AG
UNCHANGED2,4502,45000%$90.5K$107.8K+$17.2K2026-10-20
Jnba Financial Advisors
UNCHANGED2,4402,44000%$90.2K$107.3K+$17.2K2026-11-03
Root Financial Partners, LLC
NEW2,429—+2,429——$106.8K—2026-10-21
Summit Securities Group LLC
INCREASED2,4001,800+600+33%$66.5K$105.6K+$39.1K2026-11-05
Hilton Head Capital Partners, LLC
INCREASED2,1252,124+1+0%$78.5K$93.5K+$15.0K2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED2,0342,03400%$75.2K$89.5K+$14.3K2026-10-22
Leonteq Securities AG
DECREASED1,9784,924-2,946-60%$181.9K$87.0K-$94.9K2026-10-29
Provenance Wealth Advisors, LLC
INCREASED1,957260+1,697+653%$9.6K$86.1K+$76.5K2026-10-30
KFG LLC
NEW1,948—+1,948——$85.7K—2026-11-02
Owl Creek Wealth Partners LLC
INCREASED1,9401,863+77+4%$68.8K$85.3K+$16.5K2026-10-20
Valley National Advisers Inc
UNCHANGED1,9051,90500%$70.4K$83.8K+$13.4K2026-10-23
Tounjian Advisory Partners, LLC
INCREASED1,8961,875+21+1%$69.3K$83.4K+$14.1K2026-11-04
Grove Bank & Trust
UNCHANGED1,8191,81900%$67.2K$80.0K+$12.8K2026-10-08
Fairscale Capital, LLC
UNCHANGED1,7191,71900%$63.5K$86.6K+$23.1K2026-11-04
Armstrong Advisory Group, Inc
INCREASED1,7171,708+9+1%$63.1K$75.5K+$12.4K2026-10-09
New England Capital Financial Advisors LLC
UNCHANGED1,7021,70200%$62.9K$74.9K+$12.0K2026-11-03
Ascentis Wealth Management, LLC
INCREASED1,6981,546+152+10%$57.1K$74.7K+$17.6K2026-11-03
Community Bank, N.A.
UNCHANGED1,6851,68500%$62.3K$74.1K+$11.8K2026-11-06
Pillar Financial Advisors, LLC
NEW1,651—+1,651——$72.6K—2026-10-21
Jcic Asset Management Inc.
DECREASED1,6161,765-149-8%$83.0K$71.1K-$11.9K2026-10-30
West Branch Capital LLC
UNCHANGED1,6011,60100%$59.2K$70.4K+$11.3K2026-10-20
Compass Wealth Management LLC
NEW1,534—+1,534——$67.5K—2026-10-22
Coastline Trust Co
UNCHANGED1,5301,53000%$56.5K$67.3K+$10.8K2026-10-01
Covestor Ltd
INCREASED1,504352+1,152+327%$13.0K$66.0K+$53.0K2026-10-30
Westside Investment Management, Inc.
UNCHANGED1,4781,47800%$54.6K$66.2K+$11.6K2026-11-02
Barrett & Company, Inc.
UNCHANGED1,4641,46400%$54.1K$64.4K+$10.3K2026-10-22
Triumph Capital Management
UNCHANGED1,4421,44200%$53.3K$63.4K+$10.1K2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED1,3551,35500%$50.1K$59.6K+$9.5K2026-11-03
Nisa Investment Advisors, LLC
INCREASED1,3231,297+26+2%$47.9K$58.2K+$10.3K2026-10-20
Center for Financial Planning, Inc.
INCREASED1,2881,210+78+6%$44.7K$56.7K+$11.9K2026-10-26
Vision Financial Markets LLC
UNCHANGED1,2861,28600%$47.5K$56.6K+$9.1K2026-10-22
Physician Wealth Advisors, Inc.
INCREASED1,2551,254+1+0%$46.3K$55.2K+$8.9K2026-10-20
James T. Borello RIA
INCREASED1,2491,238+11+1%$45.7K$54.9K+$9.2K2026-10-16
Financial Management Professionals, Inc.
DECREASED1,2241,316-92-7%$48.6K$53.8K+$5.2K2026-10-23
Gen-Wealth Partners Inc
UNCHANGED1,1601,16000%$42.9K$51.0K+$8.2K2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED1,1501,302-152-12%$37.0K$44.0K+$7.0K2026-11-04
Sawyer & Company, Inc
UNCHANGED1,1041,10400%$40.8K$48.6K+$7.8K2026-10-21
Towne Trust Company, N.a
UNCHANGED1,0841,08400%$40.1K$47.7K+$7.6K2026-10-28
Acima Private Wealth, LLC
UNCHANGED1,0581,05800%$39.1K$46.5K+$7.4K2026-10-05
Daytona Street Capital LLC
UNCHANGED1,0001,00000%$38.9K$44.9K+$6.0K2026-10-15
TFC Financial Management, Inc.
UNCHANGED1,0001,00000%$37.0K$44.0K+$7.0K2026-10-26
Financial Network Wealth Advisors LLC
INCREASED991495+496+100%$18.3K$43.6K+$25.3K2026-10-28
Proathlete Wealth Management LLC
NEW952—+952——$41.9K—2026-10-15
Flagship Wealth Advisors, LLC
DECREASED9281,033-105-10%$38.2K$40.8K+$2.7K2026-11-03
CX Institutional
INCREASED928925+3+0%$34.0K$41-$34.0K2026-10-02
Concord Wealth Partners
INCREASED854713+141+20%$26.3K$37.6K+$11.2K2026-11-02
Chilton Capital Management LLC
DECREASED8001,123-323-29%$41.5K$35.2K-$6.3K2026-10-28
Adirondack Trust Co
UNCHANGED78578500%$29.0K$34.5K+$5.5K2026-10-14
Bank of New Hampshire
UNCHANGED78578500%$29.0K$34.5K+$5.5K2026-10-06
Cornerstone National Bank & Trust Co
UNCHANGED76376300%$27.6K$34.0K+$6.4K2026-10-20
Asset Planning,Inc
UNCHANGED72972900%$26.9K$32.1K+$5.1K2026-10-26
Manchester Capital Management LLC
DECREASED726739-13-2%$27.3K$31.9K+$4.6K2026-10-22
Wilkerson Advisory Group LLC
INCREASED724722+2+0%$26.7K$31.9K+$5.2K2026-10-20
Capital Advisors, Ltd. LLC
UNCHANGED71871800%$27$32+$52026-10-27
Signature Resources Capital Management, LLC
DECREASED709960-251-26%$35.5K$31.2K-$4.3K2026-10-16
Moisand Fitzgerald Tamayo, LLC
INCREASED708608+100+16%$22.5K$31.1K+$8.7K2026-10-15
Trust Co
UNCHANGED70270200%$25.9K$30.9K+$4.9K2026-10-09
Meriwether Wealth & Planning, LLC
NEW700—+700——$30.8K—2026-10-13
Tsfg, LLC
DECREASED7003,951-3,251-82%$146.0K$31.0K-$115.0K2026-10-23
Miller Wealth Advisors, LLC
INCREASED692684+8+1%$25.3K$30.4K+$5.2K2026-11-02
True Wealth Design, LLC
INCREASED690560+130+23%$20.7K$30.4K+$9.7K2026-10-13
Montag A & Associates Inc
DECREASED6831,276-593-46%$47.1K$30.0K-$17.1K2026-10-29
Financial Perspectives, Inc
UNCHANGED68068000%$25.1K$29.9K+$4.8K2026-11-03
Essex Investment Management Co LLC
UNCHANGED66266200%$24.5K$29.1K+$4.7K2026-10-19
Silver Grove Financial Group, Inc.
DECREASED646709-63-9%$26.2K$28.4K+$2.3K2026-11-05
StrongBox Wealth, LLC
UNCHANGED62862800%$23.2K$27.6K+$4.4K2026-11-02
Tradewinds Capital Management, LLC
INCREASED616615+1+0%$22.7K$27.1K+$4.4K2026-10-23
Mcdonald Partners LLC
UNCHANGED61661600%$22.8K$27.1K+$4.3K2026-11-03
Albion Financial Group
UNCHANGED60060000%$22.2K$26.4K+$4.2K2026-10-21
Bayban
UNCHANGED60060000%$22.2K$22.2K$02026-11-05
First United Bank & Trust
UNCHANGED60060000%$22.2K$26.4K+$4.2K2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED58758700%$21.7K$25.8K+$4.1K2026-10-13
Ares Financial Consulting, LLC
DECREASED573662-89-13%$24.5K$25.2K+$7452026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED568583-15-3%$21.5K$25.0K+$3.4K2026-10-16
Kozak & Associates, Inc.
INCREASED567563+4+1%$20.4K$28.2K+$7.9K2026-10-29
GHP Investment Advisors, Inc.
UNCHANGED56256200%$20.7K$24.7K+$4.0K2026-10-15
NBH Bank
UNCHANGED55055000%$20.3K$24.2K+$3.9K2026-11-05
Strengthening Families & Communities, LLC
INCREASED527524+3+1%$19.4K$23.2K+$3.8K2026-10-21
Addison Advisors LLC
INCREASED524500+24+5%$18.5K$23.1K+$4.6K2026-11-06
Farmers & Merchants Investments Inc
UNCHANGED51551500%$19.0K$22.7K+$3.6K2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED50650600%$18.7K$22.3K+$3.6K2026-10-21
PFS Partners, LLC
UNCHANGED50050000%$18.5K$22.0K+$3.5K2026-10-21
Country Trust Bank
INCREASED488457+31+7%$16.9K$21.5K+$4.6K2026-10-30
West Financial Advisors, LLC
NEW463—+463——$20.4K—2026-10-22
Birch Financial Group, LLC
NEW449—+449——$19.8K—2026-10-27
Compass Financial Management LLC
UNCHANGED43443400%$16.0K$19.1K+$3.1K2026-10-30
Birchbrook, Inc.
UNCHANGED42842800%$15.8K$18.8K+$3.0K2026-10-14
William B. Walkup & Associates, Inc.
UNCHANGED40740700%$15.0K$17.9K+$2.9K2026-11-05
Accordant Advisory Group Inc
DECREASED400700-300-43%$25.9K$17.6K-$8.3K2026-10-29
Coston, McIsaac & Partners
UNCHANGED38638600%$14$17.0K+$17.0K2026-11-06
Bare Financial Services, Inc
DECREASED371403-32-8%$14.9K$16.3K+$1.4K2026-11-04
Lloyd Advisory Services, Llc.
INCREASED370366+4+1%$13.5K$16.3K+$2.8K2026-11-02
CKW Financial Group
UNCHANGED37037000%$13$16+$32026-10-29
Canton Hathaway, LLC
NEW361—+361——$15.9K—2026-10-23
Hara Capital LLC
UNCHANGED36036000%$13.3K$15.8K+$2.5K2026-10-30
Rothwell Investment Advisors, LLC
NEW355—+355——$15.6K—2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED35535500%$13.1K$15.6K+$2.5K2026-10-23
Essential Partners LLC
DECREASED352354-2-1%$13.1K$15.5K+$2.4K2026-10-14
Nvest Wealth Strategies, Inc.
DECREASED350373-23-6%$13.8K$15.4K+$1.6K2026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED34434400%$12.7K$15.1K+$2.4K2026-10-22
Kentucky Trust Co
UNCHANGED33233200%$12.3K$14.6K+$2.3K2026-10-15
Financially Speaking Inc
UNCHANGED33033000%$15.5K$14.5K-$9922026-11-05
Evolution Wealth Management Inc.
UNCHANGED32132100%$11.9K$14.1K+$2.3K2026-10-28
Godsey & Gibb, Inc
DECREASED310500-190-38%$18.5K$13.6K-$4.8K2026-10-14
Sterling Capital Management LLC
UNCHANGED31031000%$11.5K$13.6K+$2.2K2026-10-22
Financial Consulate, Inc
INCREASED300224+76+34%$8.3K$13.2K+$4.9K2026-10-23
Kennebec Savings Bank
UNCHANGED30030000%$11.1K$13.2K+$2.1K2026-10-22
CGC Financial Services, LLC
UNCHANGED29629600%$10.9K$13.0K+$2.1K2026-10-13
Citizens National Bank Trust Department
UNCHANGED29529500%$10.9K$13.0K+$2.1K2026-11-04
MidAtlantic Capital Management, Inc.
NEW272—+272——$12.0K—2026-11-05
West Paces Advisors Inc.
NEW270—+270——$11.9K—2026-10-13
MV Capital Management, Inc.
INCREASED269266+3+1%$9.8K$11.8K+$2.0K2026-10-29
High Note Wealth, LLC
UNCHANGED26826800%$9.9K$11.8K+$1.9K2026-10-27
Mosley Wealth Management
INCREASED264261+3+1%$9.7K$12.8K+$3.2K2026-10-16
Valued Wealth Advisors LLC
UNCHANGED25725700%$9.5K$11.3K+$1.8K2026-11-05
UMB Private Wealth Management, LLC
NEW253—+253——$11.1K—2026-10-19
Clean Yield Group
UNCHANGED25025000%$9.2K$11.0K+$1.8K2026-10-28
Bell Investment Advisors, Inc
DECREASED246272-26-10%$10.1K$10.8K+$7712026-10-29
Gold Investment Management Ltd.
UNCHANGED24624600%$9.1K$10.8K+$1.7K2026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED24524500%$9.1K$10.8K+$1.7K2026-11-02
Highline Wealth Partners LLC
INCREASED243176+67+38%$6.5K$10.7K+$4.2K2026-10-19
Markowski Investments
INCREASED242240+2+1%$8.9K$10.6K+$1.8K2026-10-30
Key Capital Management, Inc
UNCHANGED24024000%$8.9K$10.6K+$1.7K2026-11-03
WPG Advisers, LLC
UNCHANGED23123100%$8.5K$10.2K+$1.6K2026-10-27
Elevation Wealth Partners, LLC
NEW227—+227——$10.0K—2026-10-07
Latitude Advisors, LLC
NEW221—+221——$9.7K—2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED22122100%$8.2K$9.7K+$1.6K2026-10-28
Ninety One UK Ltd
INCREASED214119+95+80%$4.4K$9.4K+$5.0K2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED21321300%$8$9+$12026-10-14
IMG Wealth Management, Inc.
UNCHANGED21221200%$7.8K$9.3K+$1.5K2026-10-27
Rossby Financial, LCC
INCREASED211129+82+64%$4.8K$9.3K+$4.5K2026-11-05
Clayton Financial Group LLC
NEW206—+206——$9.1K—2026-10-13
Signature Equity Partners, LLC
INCREASED206134+72+54%$5.0K$9.1K+$4.1K2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED20020000%$7.4K$8.8K+$1.4K2026-10-20
Security National Bank
UNCHANGED20020000%$7.4K$8.8K+$1.4K2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED20020000%$7.4K$8.8K+$1.4K2026-10-14
Lodestone Wealth Management LLC
UNCHANGED19619600%$7.2K$8.6K+$1.4K2026-10-14
GK Wealth Management LLC
NEW193—+193——$8.5K—2026-10-09
Bangor Savings Bank
UNCHANGED18418400%$6.8K$8.1K+$1.3K2026-10-06
Joseph Group Capital Management
UNCHANGED18318300%$6.8K$8.1K+$1.3K2026-11-04
Tower Trust & Investment Co
UNCHANGED17817800%$6.6K$7.8K+$1.3K2026-10-28
Comprehensive Financial Planning, Inc.
UNCHANGED17217200%$6.4K$7.6K+$1.2K2026-10-27
Ulland Investment Advisors, LLC
UNCHANGED16416400%$6.0K$7-$6.0K2026-10-13
Gilpin Wealth Management, LLC
NEW162—+162——$7.1K—2026-10-09
Kings Path Partners LLC
UNCHANGED16216200%$6.0K$7.1K+$1.1K2026-10-21
Hager Investment Management Services, LLC
UNCHANGED14414400%$5.3K$6.3K+$1.0K2026-11-04
Main Street Group, LTD
INCREASED139137+2+1%$5.1K$6.1K+$1.0K2026-10-28
Networth Advisors, LLC
INCREASED122121+1+1%$4.5K$5.4K+$9142026-11-03
Next Level Wealth Planning, LLC
NEW116—+116——$5.1K—2026-10-29
Retirement Wealth Solutions LLC
DECREASED115124-9-7%$4.6K$5.1K+$4772026-10-07
American Capital Advisory, LLC
INCREASED111102+9+9%$3.8K$4.9K+$1.1K2026-10-28
Planning Strategies Inc.
NEW109—+109——$4.8K—2026-10-02
Sunrise Financial Services, LLC
UNCHANGED10710700%$4.0K$4.7K+$7532026-10-21
DeDora Capital, Inc.
NEW106—+106——$4.7K—2026-10-26
Prudent Man Investment Management, Inc.
NEW100—+100——$4.4K—2026-11-03
Hoertkorn Richard Charles
UNCHANGED10010000%$3.7K$4.4K+$7042026-11-04
Montgomery Financial Services LLC
UNCHANGED10010000%$3.7K$4.4K+$7042026-11-03
Quaker Wealth Management, LLC
UNCHANGED10010000%$3.7K$4.4K+$7042026-10-22
Richardson Financial Services Inc.
UNCHANGED10010000%$3.7K$4.4K+$7042026-10-30
Burk Holdings LLC
UNCHANGED939300%$3.4K$4.1K+$6552026-11-05
Fiduciary Advisors, Inc.
NEW91—+91——$4.0K—2026-10-16
Elevated Capital Advisors, LLC
UNCHANGED919100%$3.4K$4.0K+$6412026-11-04
Gleason Group, Inc.
UNCHANGED888800%$3.3K$3.9K+$6192026-10-15
American National Bank & Trust
UNCHANGED858500%$3.1K$3.7K+$5992026-10-07
Hoey Investments, Inc
UNCHANGED838300%$3.1K$3.7K+$5852026-10-29
Cranbrook Wealth Management, LLC
UNCHANGED828200%$3.0K$3.6K+$5782026-10-28
Roxbury Financial LLC
UNCHANGED767600%$2.8K$3.3K+$5352026-10-01
Balance Wealth Partners LLC
NEW72—+72——$3.2K—2026-10-27
Arlington Trust Co LLC
UNCHANGED636300%$2.3K$2.8K+$4432026-10-20
Friedenthal Financial
NEW62—+62——$2.7K—2026-10-27
Downshift Financial, LLC
NEW59—+59——$2.6K—2026-10-13
Bullock Wealth Management Group
INCREASED5958+1+2%$2.1K$2.6K+$5152026-10-09
Financial Freedom, LLC
NEW57—+57——$2.5K—2026-11-06
Elyxium Wealth, LLC
NEW54—+54——$2.4K—2026-10-27
Fairway Wealth LLC
NEW52—+52——$2.3K—2026-10-30
1620 Investment Advisors, Inc.
UNCHANGED505000%$1.8K$2.2K+$3522026-11-04
Pacific Center for Financial Services
UNCHANGED505000%$1.8K$2.2K+$3522026-10-15
Pacifica Partners Inc.
UNCHANGED505000%$1.9K$2.2K+$3552026-10-09
IAG Wealth Partners, LLC
UNCHANGED404000%$1.5K$1.8K+$2822026-11-06
Monetary Solutions, Ltd
INCREASED3624+12+50%$887$1.6K+$6972026-10-22
Smallwood Wealth Investment Management, LLC
UNCHANGED323200%$1.2K$1.4K+$2422026-10-30
Valley Wealth Managers, Inc.
UNCHANGED323200%$1.2K$1.4K+$2262026-10-09
Strategic Advocates LLC
UNCHANGED303000%$1.1K$1.3K+$2112026-11-03
Robbins Farley
NEW20—+20——$880—2026-10-21
Abound Wealth Management
DECREASED1415-1-7%$555$616+$612026-10-26
Clark Wealth Partners
UNCHANGED121200%$454$547+$932026-10-19
Team Financial Group, LLC
NEW11—+11——$492—2026-10-30
Harbor Asset Planning, Inc.
UNCHANGED9900%$338$402+$642026-10-23
Investment Research & Advisory Group, Inc.
UNCHANGED4400%$148$176+$282026-10-19
Rakuten Securities, Inc.
UNCHANGED1100%$37$44+$72026-11-02
Illumine Investment Management, LLC
NEW0—0——$230.2K—2026-10-22
Pacific Heights Asset Management LLC
CLOSED0400,000-400,000-100%$14.8M$0-$14.8M2026-11-03
Diversified Trust Co
CLOSED0159,671-159,671-100%$5.9M$0-$5.9M2026-11-06
Transmarket Holdings LP
CLOSED0154,115-154,115-100%$5.7M$0-$5.7M2026-10-27
Todd Asset Management LLC
CLOSED0117,135-117,135-100%$4.3M$0-$4.3M2026-10-27
Lockheed Martin Investment Management Co
CLOSED074,700-74,700-100%$2.8M$0-$2.8M2026-11-04
Jefferies Financial Group Inc.
CLOSED048,280-48,280-100%$1.8M$0-$1.8M2026-11-05
AIA Group Ltd
CLOSED042,534-42,534-100%$1.6M$0-$1.6M2026-10-30
Wellington Shields & Co., LLC
CLOSED015,508-15,508-100%$573.0K$0-$573.0K2026-11-03
Straight Path Wealth Management
CLOSED015,000-15,000-100%$554.3K$0-$554.3K2026-10-23
BancFirst Trust & Investment Management
CLOSED010,132-10,132-100%$378.4K$0-$378.4K2026-10-30
Perkins Capital Management Inc
CLOSED08,650-8,650-100%$319.6K$0-$319.6K2026-11-02
CenterStar Asset Management, LLC
CLOSED08,481-8,481-100%$313.3K$0-$313.3K2026-10-09
Shah Wealth Advisors, LLC
CLOSED07,832-7,832-100%$289.4K$0-$289.4K2026-11-06
Elevatus Welath Management
CLOSED07,507-7,507-100%$277.4K$0-$277.4K2026-10-19
WP Advisors, LLC
CLOSED06,865-6,865-100%$253.7K$0-$253.7K2026-10-22
ProVise Management Group, LLC
CLOSED06,825-6,825-100%$252.2K$0-$252.2K2026-11-06
Lane Brothers & Co Inc
CLOSED06,297-6,297-100%$232.7K$0-$232.7K2026-11-02
CenterBook Partners LP
CLOSED06,089-6,089-100%$225.0K$0-$225.0K2026-11-02
Bill Few Associates, Inc.
CLOSED06,080-6,080-100%$224.7K$0-$224.7K2026-10-09
Krilogy Financial LLC
CLOSED05,611-5,611-100%$207.3K$0-$207.3K2026-10-13
Wellington Shields Capital Management, LLC
CLOSED05,450-5,450-100%$201.4K$0-$201.4K2026-11-03
Formidable Asset Management, LLC
CLOSED05,181-5,181-100%$243.5K$0-$243.5K2026-11-03
Institute for Wealth Management, Llc.
CLOSED04,397-4,397-100%$162.5K$0-$162.5K2026-11-06
NBT Bank, N.A.
CLOSED04,149-4,149-100%$153.3K$0-$153.3K2026-10-21
Dakota Community Bank & Trust NA
CLOSED04,000-4,000-100%$147.8K$0-$147.8K2026-10-09
MCF Advisors LLC
CLOSED02,465-2,465-100%$91.1K$0-$91.1K2026-10-28
Gill Capital Partners, LLC
CLOSED01,376-1,376-100%$50.8K$0-$50.8K2026-10-13
Cornerstone Planning Group LLC
CLOSED01,354-1,354-100%$58.7K$0-$58.7K2026-10-16
Vestor Capital, LLC
CLOSED01,048-1,048-100%$123$0-$1232026-11-04
Evermay Wealth Management LLC
CLOSED0845-845-100%$31.2K$0-$31.2K2026-11-05
Wealth Enhancement Trust Services, Inc.
CLOSED0670-670-100%$24.8K$0-$24.8K2026-10-07
Salem Investment Counselors Inc
CLOSED0636-636-100%$23.5K$0-$23.5K2026-10-13
DT Investment Partners, LLC
CLOSED0506-506-100%$18.7K$0-$18.7K2026-10-27
Axiom Investment Management LLC
CLOSED0500-500-100%$18.5K$0-$18.5K2026-11-03
Southern Michigan Bank & Trust
CLOSED0378-378-100%$14.0K$0-$14.0K2026-10-19
Beacon Investment Advisory Services, Inc.
CLOSED0319-319-100%$11.8K$0-$11.8K2026-10-13
LifeSteps Financial, Inc.
CLOSED0309-309-100%$11.4K$0-$11.4K2026-10-15
United Financial Planning Group LLC
CLOSED0245-245-100%$9.1K$0-$9.1K2026-11-04
Robinswood Financial LLC
CLOSED0212-212-100%$7.9K$0-$7.9K2026-10-20
Vermillion Wealth Management, Inc.
CLOSED0150-150-100%$5.5K$0-$5.5K2026-10-26
Whipplewood Advisors, LLC
CLOSED0147-147-100%$5.4K$0-$5.4K2026-10-20
Atlatl Advisers LLC
CLOSED053-53-100%$2.0K$0-$2.0K2026-10-22
MTM Investment Management, LLC
CLOSED050-50-100%$1.8K$0-$1.8K2026-10-30
Plante Moran Financial Advisors, LLC
CLOSED049-49-100%$1.8K$0-$1.8K2026-11-04
Trifecta Capital Advisors, LLC
CLOSED025-25-100%$924$0-$9242026-10-21
Stone House Investment Management, LLC
CLOSED07-7-100%$259$0-$2592026-10-23
Mountain Hill Investment Partners Corp.
CLOSED01-1-100%$39$0-$392026-10-23
Horizon Financial Services, LLC
DECREASED0225-225-100%$8.3K$0-$8.3K2026-11-04
Inspire Investing, LLC
UNCHANGED000—$16$19+$32026-10-22
Acadian Asset Management LLC
N/A—23,072,128-23,072,128-100%$852.5M———
Arrowstreet Capital, Limited Partnership
N/A—17,366,858-17,366,858-100%$641.7M———
State Street Corp
N/A—15,040,506-15,040,506-100%$555.7M———
GQG Partners LLC
N/A—14,138,369-14,138,369-100%$522.4M———
Morgan Stanley
N/A—10,755,188-10,755,188-100%$397.4M———
Goldman Sachs Group Inc
N/A—10,653,929-10,653,929-100%$393.7M———
BlackRock, Inc.
N/A—8,139,211-8,139,211-100%$300.7M———
Bank of Montreal
N/A—6,527,262-6,527,262-100%$241.2M———
Capital World Investors
N/A—6,187,067-6,187,067-100%$228.6M———
Caxton Associates LLP
N/A—5,840,899-5,840,899-100%$215.8M———
BNP Paribas Financial Markets
N/A—5,523,270-5,523,270-100%$204.1M———
Royal Bank of Canada
N/A—5,231,258-5,231,258-100%$193.3M———
Renaissance Technologies LLC
N/A—5,073,767-5,073,767-100%$187.5M———
JPMorgan Chase & Co
N/A—4,451,094-4,451,094-100%$166.2M———
Voloridge Investment Management, LLC
N/A—4,343,815-4,343,815-100%$160.5M———
Altrinsic Global Advisors LLC
N/A—3,554,376-3,554,376-100%$131.3M———
Raymond James Financial Inc
N/A—3,421,702-3,421,702-100%$126.4M———
LMR Partners LLP
N/A—3,391,572-3,391,572-100%$125.3M———
SEI Investments Co
N/A—3,141,274-3,141,274-100%$116.1M———
Balyasny Asset Management L.P.
N/A—3,091,996-3,091,996-100%$114.2M———
Qube Research & Technologies Ltd
N/A—3,070,242-3,070,242-100%$113.4M———
Bank of America Corp
N/A—2,933,715-2,933,715-100%$108.4M———
American Century Companies Inc
N/A—2,834,542-2,834,542-100%$104.7M———
Alyeska Investment Group, L.P.
N/A—2,830,923-2,830,923-100%$104.6M———
UBS Group AG
N/A—2,683,731-2,683,731-100%$99.2M———
Millennium Management LLC
N/A—2,341,118-2,341,118-100%$86.5M———
Northern Trust Corp
N/A—2,323,586-2,323,586-100%$85.9M———
Point72 Asset Management, L.P.
N/A—2,303,278-2,303,278-100%$85.1M———
Wells Fargo & Company
N/A—2,179,531-2,179,531-100%$80.5M———
Franklin Resources Inc
N/A—2,142,017-2,142,017-100%$79.1M———
FMR LLC
N/A—2,082,397-2,082,397-100%$76.9M———
Citadel Advisors LLC
N/A—2,078,766-2,078,766-100%$76.8M———
Van Eck Associates Corp
N/A—2,049,151-2,049,151-100%$75.7M———
Merewether Investment Management, LP
N/A—1,842,007-1,842,007-100%$68.1M———
Norges Bank
N/A—1,687,000-1,687,000-100%$62.3M———
Ruffer LLP
N/A—1,624,940-1,624,940-100%$60.0M———
Capital Fund Management S.A.
N/A—1,521,243-1,521,243-100%$56.2M———
Milford Funds LTD
N/A—1,435,411-1,435,411-100%$53.0M———
Nomura Asset Management International Inc.
N/A—1,414,749-1,414,749-100%$52.3M———
Jones Financial Companies Lllp
N/A—1,375,073-1,375,073-100%$51.1M———
Two Sigma Investments, LP
N/A—1,343,823-1,343,823-100%$49.7M———
Natixis Advisors, LLC
N/A—1,331,595-1,331,595-100%$49.2M———
New York State Common Retirement Fund
N/A—1,306,605-1,306,605-100%$48.3M———
Manufacturers Life Insurance Company, the
N/A—1,034,525-1,034,525-100%$38.2M———
Verition Fund Management LLC
N/A—1,013,308-1,013,308-100%$37.4M———
Boothbay Fund Management, LLC
N/A—986,363-986,363-100%$36.4M———
Yaupon Capital Management LP
N/A—942,850-942,850-100%$34.8M———
Ameriprise Financial Inc
N/A—901,626-901,626-100%$33.3M———
HRT Financial LP
N/A—813,988-813,988-100%$30.1M———
Engineers Gate Manager LP
N/A—813,923-813,923-100%$30.1M———
Stifel Financial Corp
N/A—802,019-802,019-100%$29.6M———
Freestone Grove Partners LP
N/A—750,470-750,470-100%$27.7M———
Envestnet Asset Management Inc
N/A—704,521-704,521-100%$26.0M———
Jane Street Group, LLC
N/A—684,914-684,914-100%$25.3M———
Kahn Brothers Group Inc
N/A—624,999-624,999-100%$23.1M———
Huber Capital Management LLC
N/A—623,107-623,107-100%$23.0M———
Readystate Asset Management LP
N/A—619,670-619,670-100%$22.9M———
Cetera Investment Advisers
N/A—615,550-615,550-100%$22.7M———
Public Employees Retirement System of Ohio
N/A—606,791-606,791-100%$22.4M———
Cerity Partners LLC
N/A—526,262-526,262-100%$19.4M———
Marshall Wace, LLP
N/A—509,177-509,177-100%$18.8M———
Invesco Ltd.
N/A—501,469-501,469-100%$18.5M———
Tower Research Capital LLC (TRC)
N/A—498,228-498,228-100%$18.4M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—485,489-485,489-100%$17.9M———
Charles Schwab Investment Management Inc
N/A—474,713-474,713-100%$17.5M———
Sagefield Capital LP
N/A—443,121-443,121-100%$16.4M———
Kayne Anderson Capital Advisors LP
N/A—441,511-441,511-100%$16.3M———
Empyrean Capital Partners, LP
N/A—435,000-435,000-100%$16.1M———
Old Mission Capital LLC
N/A—415,781-415,781-100%$15.4M———
Susquehanna International Group, LLP
N/A—408,370-408,370-100%$15.1M———
Mariner, LLC
N/A—404,839-404,839-100%$15.0M———
CIBC World Market Inc.
N/A—374,249-374,249-100%$13.8M———
Osaic Holdings, Inc.
N/A—368,614-368,614-100%$13.6M———
Bollard Group LLC
N/A—364,335-364,335-100%$13.5M———
Gabelli Funds LLC
N/A—362,100-362,100-100%$13.4M———
DRW Securities, LLC
N/A—361,725-361,725-100%$13.4M———
Walleye Trading LLC
N/A—344,128-344,128-100%$12.7M———
Jain Global LLC
N/A—325,594-325,594-100%$12.0M———
Focus Partners Wealth
N/A—321,894-321,894-100%$11.9M———
Quantinno Capital Management LP
N/A—321,871-321,871-100%$11.9M———
Commerce Bank
N/A—317,204-317,204-100%$11.7M———
O'shaughnessy Asset Management, LLC
N/A—310,131-310,131-100%$11.5M———
M&T Bank Corp
N/A—306,744-306,744-100%$11.3M———
HighTower Advisors, LLC
N/A—272,984-272,984-100%$10.1M———
DV Equities, LLC
N/A—272,919-272,919-100%$10.1M———
Squarepoint Ops LLC
N/A—269,532-269,532-100%$10.0M———
Curi Capital, LLC
N/A—260,381-260,381-100%$9.6M———
Janney Montgomery Scott LLC
N/A—257,924-257,924-100%$9.5M———
Neuberger Berman Group LLC
N/A—248,097-248,097-100%$9.2M———
Hudson Bay Capital Management LP
N/A—246,071-246,071-100%$9.1M———
Logan Capital Management Inc
N/A—243,693-243,693-100%$9.0M———
Captrust Financial Advisors
N/A—240,716-240,716-100%$8.9M———
Baird Financial Group, Inc.
N/A—240,273-240,273-100%$8.9M———
AQR Capital Management LLC
N/A—238,290-238,290-100%$8.8M———
Waverly Advisors, LLC
N/A—227,828-227,828-100%$8.4M———
Trexquant Investment LP
N/A—227,664-227,664-100%$8.4M———
Tudor Investment Corp ET AL
N/A—214,454-214,454-100%$7.9M———
National Bank of Canada
N/A—208,566-208,566-100%$7.7M———
Nomura Holdings Inc
N/A—206,327-206,327-100%$7.6M———
Stamos Capital Partners, L.P.
N/A—197,357-197,357-100%$7.3M———
Brown Advisory Inc
N/A—194,688-194,688-100%$7.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—194,577-194,577-100%$7.2M———
Adage Capital Partners GP, L.L.C.
N/A—190,000-190,000-100%$7.0M———
CI Investments Inc.
N/A—187,278-187,278-100%$6.9M———
Bleakley Financial Group, LLC
N/A—181,412-181,412-100%$6.7M———
Walleye Capital LLC
N/A—165,196-165,196-100%$6.1M———
Nuveen, LLC
N/A—160,801-160,801-100%$5.9M———
Auxier Asset Management LLC
N/A—158,060-158,060-100%$5.8M———
First Trust Advisors LP
N/A—156,772-156,772-100%$5.8M———
MML Investors Services, LLC
N/A—150,609-150,609-100%$5.6M———
Rockefeller Capital Management L.P.
N/A—149,155-149,155-100%$5.5M———
QRG Capital Management, Inc.
N/A—143,487-143,487-100%$5.3M———
Jump Financial, LLC
N/A—135,533-135,533-100%$5.0M———
Private Advisor Group, LLC
N/A—133,121-133,121-100%$4.9M———
Parallax Volatility Advisers, L.P.
N/A—128,651-128,651-100%$4.8M———
Mercer Global Advisors Inc
N/A—128,632-128,632-100%$4.8M———
Recurrent Investment Advisors LLC
N/A—126,792-126,792-100%$594.2K———
NewEdge Advisors, LLC
N/A—123,000-123,000-100%$4.5M———
Northwestern Mutual Wealth Management Co
N/A—122,600-122,600-100%$4.5M———
Amova Asset Management Americas, Inc.
N/A—121,482-121,482-100%$4.5M———
Blair William & Co
N/A—119,776-119,776-100%$4.4M———
Two Sigma Securities, LLC
N/A—117,675-117,675-100%$4.3M———
Teachers Retirement System of the State of Kentucky
N/A—116,310-116,310-100%$4.3M———
Hayek Kallen Investment Management
N/A—109,902-109,902-100%$4.1M———
SIH Partners, Lllp
N/A—109,338-109,338-100%$4.0M———
Pathstone Holdings, LLC
N/A—105,801-105,801-100%$3.9M———
BBR Partners, LLC
N/A—102,594-102,594-100%$3.8M———
Hantz Financial Services, Inc.
N/A—101,384-101,384-100%$3.7M———
Vanguard Personalized Indexing Management, LLC
N/A—99,799-99,799-100%$3.7M———
Vestmark Advisory Solutions, Inc.
N/A—98,130-98,130-100%$3.6M———
SouthState Bank Corp
N/A—97,162-97,162-100%$3.6M———
Fora Capital, LLC
N/A—96,729-96,729-100%$3.6M———
Opal Capital LLC
N/A—95,277-95,277-100%$3.5M———
Scotia Capital Inc.
N/A—91,562-91,562-100%$3.4M———
Entropy Technologies, LP
N/A—88,670-88,670-100%$3.3M———
Navellier & Associates Inc
N/A—87,723-87,723-100%$3.2M———
Huntington National Bank
N/A—87,086-87,086-100%$3.2M———
Arax Advisory Partners
N/A—85,457-85,457-100%$3.2M———
Tidal Investments LLC
N/A—84,745-84,745-100%$3.1M———
Steward Partners Investment Advisory, LLC
N/A—84,620-84,620-100%$3.1M———
Harbour Investments, Inc.
N/A—81,791-81,791-100%$3.0M———
Quantitative Investment Management, LLC
N/A—79,906-79,906-100%$3.0M———
Schonfeld Strategic Advisors LLC
N/A—77,975-77,975-100%$2.9M———
Victory Capital Management Inc
N/A—75,931-75,931-100%$2.8M———
BNP Paribas Asset Management Holding S.A.
N/A—74,485-74,485-100%$2.8M———
Cary Street Partners Financial LLC
N/A—73,897-73,897-100%$2.7M———
&partners
N/A—71,313-71,313-100%$2.6M———
Dockside LLC
N/A—70,448-70,448-100%$2.6M———
Choate Investment Advisors
N/A—67,697-67,697-100%$2.5M———
Quotient Wealth Partners, LLC
N/A—66,532-66,532-100%$2.5M———
Vident Advisory, LLC
N/A—65,485-65,485-100%$2.4M———
Arkadios Wealth Advisors
N/A—64,655-64,655-100%$2.4M———
Rothschild Investment LLC
N/A—63,489-63,489-100%$2.3M———
Hartree Partners, LP
N/A—62,800-62,800-100%$2.3M———
Heritage Trust Co
N/A—62,233-62,233-100%$2.3M———
Azimuth Capital Investment Management LLC
N/A—62,206-62,206-100%$2.3M———
Naviter Wealth, LLC
N/A—61,548-61,548-100%$2.3M———
Glenmede Trust Co NA
N/A—61,182-61,182-100%$2.3M———
Panagora Asset Management Inc
N/A—60,602-60,602-100%$2.2M———
Bridgewater Associates, LP
N/A—60,495-60,495-100%$2.2M———
Phoenix Financial Ltd.
N/A—60,000-60,000-100%$2.2M———
Virtu Financial LLC
N/A—58,108-58,108-100%$2.1M———
Campbell & Co Investment Adviser LLC
N/A—56,800-56,800-100%$2.1M———
Caprock Group, LLC
N/A—56,032-56,032-100%$2.1M———
South Dakota Investment Council
N/A—55,707-55,707-100%$2.1M———
CIBC Bancorp USA Inc.
N/A—54,914-54,914-100%$2.0M———
Wellington Management Group LLP
N/A—54,625-54,625-100%$2.0M———
Callan Family Office, LLC
N/A—54,593-54,593-100%$2.0M———
Rhumbline Advisers
N/A—54,509-54,509-100%$2.0M———
Orion Porfolio Solutions, LLC
N/A—53,006-53,006-100%$2.0M———
Mutual Advisors, LLC
N/A—52,118-52,118-100%$1.9M———
Beacon Pointe Advisors, LLC
N/A—51,353-51,353-100%$1.9M———
Sequoia Financial Advisors, LLC
N/A—51,289-51,289-100%$1.9M———
Focus Partners Advisor Solutions, LLC
N/A—51,047-51,047-100%$1.9M———
IEQ Capital, LLC
N/A—50,950-50,950-100%$1.9M———
RWA Wealth Partners, LLC
N/A—50,603-50,603-100%$1.9M———
Harvest Portfolios Group Inc.
N/A—50,350-50,350-100%$1.9M———
Kiker Wealth Management, LLC
N/A—49,493-49,493-100%$1.8M———
UBS Asset Management Americas LLC
N/A—48,731-48,731-100%$1.8M———
Capital International, Inc.
N/A—47,868-47,868-100%$1.8M———
44 Wealth Management LLC
N/A—46,350-46,350-100%$1.7M———
Causeway Capital Management LLC
N/A—46,059-46,059-100%$1.7M———
SG Americas Securities, LLC
N/A—45,622-45,622-100%$1.7M———
Nan Shan Life Insurance Co., Ltd.
N/A—45,313-45,313-100%$1.7M———
Kingsview Wealth Management, LLC
N/A—44,151-44,151-100%$1.6M———
Tocqueville Asset Management L.P.
N/A—43,447-43,447-100%$1.6M———
Global Retirement Partners, LLC
N/A—43,085-43,085-100%$1.6M———
PFG Investments, LLC
N/A—42,906-42,906-100%$1.6M———
Stephens Inc
N/A—42,308-42,308-100%$1.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—42,286-42,286-100%$1.6M———
NewEdge Wealth, LLC
N/A—41,111-41,111-100%$1.5M———
CSS LLC
N/A—40,640-40,640-100%$1.5M———
FOX RUN Management, L.L.C.
N/A—38,570-38,570-100%$1.4M———
Prosperity Consulting Group, LLC
N/A—38,470-38,470-100%$1.4M———
Equitable Holdings, Inc.
N/A—38,134-38,134-100%$1.4M———
United Capital Financial Advisors, LLC
N/A—37,927-37,927-100%$1.4M———
SummitTX Capital, L.P.
N/A—37,657-37,657-100%$1.4M———
Cresset Asset Management, LLC
N/A—37,486-37,486-100%$1.4M———
denkapparat Operations GmbH
N/A—36,552-36,552-100%$1.4M———
Ausdal Financial Partners, Inc.
N/A—36,020-36,020-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—34,873-34,873-100%$1.3M———
Flow Traders U.S. LLC
N/A—33,895-33,895-100%$1.3M———
IFG Advisory, LLC
N/A—33,438-33,438-100%$1.2M———
Financial Sense Advisors, Inc.
N/A—33,268-33,268-100%$1.2M———
Modern Wealth Management, LLC
N/A—32,415-32,415-100%$1.2M———
Cozad Asset Management Inc
N/A—32,137-32,137-100%$1.2M———
Benjamin Edwards Inc
N/A—32,124-32,124-100%$1.2M———
Great Valley Advisor Group, Inc.
N/A—31,612-31,612-100%$1.2M———
Transcend Capital Advisors, LLC
N/A—30,728-30,728-100%$1.1M———
Douglass Winthrop Advisors, LLC
N/A—30,669-30,669-100%$1.1M———
Templeton & Phillips Capital Management, LLC
N/A—30,440-30,440-100%$1.1M———
Independent Advisor Alliance
N/A—29,441-29,441-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—28,955-28,955-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—28,885-28,885-100%$1.1M———
Cvfg LLC
N/A—27,909-27,909-100%$1.0M———
Hancock Whitney Corp
N/A—27,862-27,862-100%$1.0M———
Cura Wealth Advisors, LLC
N/A—27,613-27,613-100%$1.0M———
Pinnacle Financial Partners, Inc.
N/A—27,387-27,387-100%$1.0M———
AE Wealth Management LLC
N/A—26,159-26,159-100%$966.6K———
MAI Capital Management
N/A—26,118-26,118-100%$965.1K———
1ST Source Bank
N/A—26,111-26,111-100%$964.8K———
Smartleaf Asset Management LLC
N/A—25,919-25,919-100%$968.1K———
Dynasty Wealth Management, LLC
N/A—25,897-25,897-100%$956.9K———
EP Wealth Advisors, LLC
N/A—25,892-25,892-100%$956.7K———
Insigneo Advisory Services, LLC
N/A—25,777-25,777-100%$952.4K———
Aptus Capital Advisors, LLC
N/A—24,977-24,977-100%$922.9K———
Summit Trail Advisors, LLC
N/A—24,875-24,875-100%$919.1K———
Snowden Capital Advisors LLC
N/A—24,494-24,494-100%$905.0K———
Stock Yards Bank & Trust Co
N/A—24,392-24,392-100%$901.3K———
Donaldson Capital Management, LLC
N/A—23,804-23,804-100%$879.6K———
Capital International Sarl
N/A—23,721-23,721-100%$876.5K———
DV Trading LLC
N/A—22,986-22,986-100%$849.3K———
Raelipskie Partnership
N/A—22,979-22,979-100%$849.1K———
Chesapeake Capital Corp
N/A—22,758-22,758-100%$840.9K———
Westwood Holdings Group Inc
N/A—22,644-22,644-100%$836.7K———
Guggenheim Capital LLC
N/A—22,283-22,283-100%$823.4K———
King Wealth Management Group
N/A—21,759-21,759-100%$804.0K———
Horizon Investment Services, LLC
N/A—21,705-21,705-100%$802.0K———
Pure Financial Advisors, LLC
N/A—21,656-21,656-100%$800.2K———
Foster & Motley Inc
N/A—21,619-21,619-100%$799.0K———
Limestone Investment Advisors LP
N/A—21,600-21,600-100%$798.1K———
World Investment Advisors
N/A—21,203-21,203-100%$972.3K———
Clearbridge Investments, LLC
N/A—21,107-21,107-100%$779.9K———
Bluespring Wealth Management, LLC
N/A—20,804-20,804-100%$768.7K———
Western Wealth Management, LLC
N/A—20,553-20,553-100%$759.4K———
Kovack Advisors, Inc.
N/A—20,354-20,354-100%$739.6K———
Townsquare Capital LLC
N/A—20,095-20,095-100%$742.5K———
WCG Wealth Advisors LLC
N/A—19,864-19,864-100%$734.0K———
Peapack Gladstone Financial Corp
N/A—19,787-19,787-100%$731.0K———
Denali Advisors LLC
N/A—19,709-19,709-100%$728.2K———
Red Door Wealth Management, LLC
N/A—19,598-19,598-100%$724.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—19,007-19,007-100%$702.3K———
Winning Points Advisors, LLC
N/A—18,764-18,764-100%$693.3K———
SCS Capital Management LLC
N/A—18,655-18,655-100%$689.3K———
Farringdon Capital, Ltd.
N/A—18,571-18,571-100%$686.2K———
Texas Yale Capital Corp.
N/A—18,441-18,441-100%$681.4K———
Permanent Capital Management, LP
N/A—18,429-18,429-100%$680.9K———
Sharpepoint LLC
N/A—18,368-18,368-100%$678.7K———
Checchi Capital Advisers, LLC
N/A—18,158-18,158-100%$670.9K———
Future Fund LLC
N/A—18,155-18,155-100%$670.8K———
Regal Investment Advisors LLC
N/A—18,022-18,022-100%$665.9K———
Foundations Investment Advisors, LLC
N/A—17,313-17,313-100%$639.7K———
EntryPoint Capital, LLC
N/A—17,010-17,010-100%$628.5K———
Summit Financial, LLC
N/A—16,625-16,625-100%$614.3K———
Capital Advisors Inc
N/A—16,404-16,404-100%$606.1K———
Johnson Investment Counsel Inc
N/A—16,386-16,386-100%$605.4K———
Bessemer Group Inc
N/A—16,349-16,349-100%$546.1K———
Coastwise Capital Group, LLC
N/A—16,310-16,310-100%$602.7K———
CreativeOne Wealth, LLC
N/A—15,995-15,995-100%$591.0K———
Wealthspire Advisors, LLC
N/A—15,863-15,863-100%$586.1K———
Quadrature Capital Ltd
N/A—15,742-15,742-100%$581.7K———
Bearing Point Capital, LLC
N/A—15,500-15,500-100%$572.7K———
Aigen Investment Management, LP
N/A—15,393-15,393-100%$568.8K———
Advisory Services Network, LLC
N/A—15,143-15,143-100%$559.5K———
West Family Investments, Inc.
N/A—14,902-14,902-100%$550.6K———
Qtron Investments LLC
N/A—14,800-14,800-100%$546.9K———
BCS Private Wealth Management, Inc.
N/A—14,636-14,636-100%$540.8K———
Vertex Planning Partners, LLC
N/A—14,583-14,583-100%$538.8K———
OneDigital Investment Advisors LLC
N/A—14,565-14,565-100%$538.2K———
Fort Point Capital Partners LLC
N/A—14,407-14,407-100%$532.3K———
Principal Securities, Inc.
N/A—14,395-14,395-100%$531.9K———
Permanens Capital L.P.
N/A—14,140-14,140-100%$522.5K———
Nicolet Bankshares Inc
N/A—14,121-14,121-100%$528.0K———
MidFirst Bank
N/A—14,099-14,099-100%$521.0K———
HM Payson & Co
N/A—13,980-13,980-100%$516.6K———
Centaurus Financial, Inc.
N/A—13,833-13,833-100%$511.0K———
PCM Encore, LLC
N/A—13,781-13,781-100%$509.2K———
RNC Capital Management LLC
N/A—13,587-13,587-100%$502.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—13,491-13,491-100%$498.5K———
Composition Wealth, LLC
N/A—13,225-13,225-100%$488.7K———
SIG Brokerage, LP
N/A—13,162-13,162-100%$486.3K———
Northstar Financial Companies, Inc.
N/A—13,141-13,141-100%$485.6K———
Bay Rivers Group
N/A—13,000-13,000-100%$480.4K———
Empowered Funds, LLC
N/A—12,887-12,887-100%$476.2K———
GSA Capital Partners LLP
N/A—12,881-12,881-100%$476.0K———
Fiduciary Trust Co
N/A—12,854-12,854-100%$475.0K———
Aegis Wealth Management LLC
N/A—12,840-12,840-100%$474.4K———
HSBC Holdings PLC
N/A—12,721-12,721-100%$470.1K———
Capula Management Ltd
N/A—12,633-12,633-100%$466.8K———
Wealthspan Partners, LLC
N/A—12,431-12,431-100%$459.3K———
IHT Wealth Management, LLC
N/A—12,380-12,380-100%$457.4K———
Coldstream Capital Management Inc
N/A—12,115-12,115-100%$447.6K———
Syon Capital LLC
N/A—12,047-12,047-100%$445.1K———
Oxinas Partners, LLC
N/A—11,978-11,978-100%$442.6K———
WealthTrust Axiom LLC
N/A—11,947-11,947-100%$441.4K———
Geneos Wealth Management Inc.
N/A—11,765-11,765-100%$434.7K———
Elgethun Capital Management
N/A—11,744-11,744-100%$434.0K———
Lighthouse Investment Partners, LLC
N/A—11,727-11,727-100%$433.3K———
AR Asset Management Inc
N/A—11,642-11,642-100%$430.2K———
Prospect Financial Services LLC
N/A—11,470-11,470-100%$423.8K———
Klcm Advisors, Inc.
N/A—11,351-11,351-100%$419.4K———
Capital International LTD
N/A—11,347-11,347-100%$419.3K———
Second Line Capital, LLC
N/A—11,290-11,290-100%$417.2K———
Capital Analysts, LLC
N/A—11,279-11,279-100%$391.0K———
Southeast Asset Advisors, LLC
N/A—11,218-11,218-100%$414.5K———
Savvy Advisors, Inc.
N/A—11,211-11,211-100%$414.2K———
Simmons Bank
N/A—11,181-11,181-100%$413.1K———
HighPoint Advisor Group LLC
N/A—11,092-11,092-100%$409.8K———
Atlas Legacy Advisors, LLC
N/A—10,927-10,927-100%$403.5K———
Hexagon Capital Partners LLC
N/A—10,914-10,914-100%$403.3K———
Founders Financial Alliance, LLC
N/A—10,674-10,674-100%$394.4K———
Keating Financial Advisory Services, Inc.
N/A—10,567-10,567-100%$390.4K———
AlTi Global, Inc.
N/A—10,520-10,520-100%$388.7K———
Corsicana & Co.
N/A—10,296-10,296-100%$380.4K———
Integrated Investment Consultants, LLC
N/A—10,257-10,257-100%$379.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—10,116-10,116-100%$373.8K———
American Trust Investment Advisors, LLC
N/A—10,045-10,045-100%$371.2K———
Fidelis Capital Partners, LLC
N/A—9,913-9,913-100%$366.3K———
Schnieders Capital Management, Llc.
N/A—9,912-9,912-100%$366.2K———
KEB Asset Management, LLC
N/A—9,813-9,813-100%$362.6K———
FSA Advisors, Inc.
N/A—9,702-9,702-100%$358.4K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—9,568-9,568-100%$353.5K———
Winslow Asset Management Inc
N/A—9,562-9,562-100%$353.0K———
LRI Investments, LLC
N/A—9,348-9,348-100%$345.4K———
Sivia Capital Partners, LLC
N/A—9,334-9,334-100%$344.9K———
Lowe Brockenbrough & Co Inc
N/A—9,276-9,276-100%$342.7K———
Horizon Kinetics Asset Management LLC
N/A—9,266-9,266-100%$342.4K———
NorthCoast Asset Management LLC
N/A—9,087-9,087-100%$335.8K———
Dorsey & Whitney Trust Co LLC
N/A—9,083-9,083-100%$335.6K———
Silvercrest Asset Management Group LLC
N/A—9,004-9,004-100%$332.7K———
Game Creek Capital, LP
N/A—9,000-9,000-100%$332.6K———
Hollencrest Capital Management
N/A—9,000-9,000-100%$332.6K———
Iron Gate Global Advisors LLC
N/A—8,909-8,909-100%$329.2K———
Atlantic Union Bankshares Corp
N/A—8,887-8,887-100%$328.4K———
Gamco Investors, Inc. ET AL
N/A—8,881-8,881-100%$328.2K———
ST Germain D J Co Inc
N/A—8,861-8,861-100%$327.4K———
Greenline Partners, LLC
N/A—8,823-8,823-100%$326.0K———
Holderness Investments Co
N/A—8,688-8,688-100%$321.0K———
Calydon Capital
N/A—8,681-8,681-100%$320.8K———
Crewe Advisors LLC
N/A—8,581-8,581-100%$317.1K———
Palogic Value Management, L.P.
N/A—8,558-8,558-100%$316.2K———
Liberty Wealth Management LLC
N/A—8,497-8,497-100%$399.3K———
Comprehensive Money Management Services LLC
N/A—8,460-8,460-100%$312.6K———
Empirical Asset Management, LLC
N/A—8,356-8,356-100%$308.8K———
Roberts Glore & Co Inc
N/A—8,352-8,352-100%$308.6K———
BFC Planning, Inc.
N/A—8,334-8,334-100%$307.9K———
Ingalls & Snyder LLC
N/A—8,249-8,249-100%$305.0K———
Frec Markets, Inc.
N/A—8,220-8,220-100%$303.7K———
PCB Capital LLC
N/A—8,101-8,101-100%$299.8K———
Alliancebernstein L.P.
N/A—8,020-8,020-100%$376.9K———
Silver OAK Securities, Incorporated
N/A—7,959-7,959-100%$294.1K———
Lionhunter Capital Management, LLC
N/A—7,936-7,936-100%$293.2K———
Envestnet Portfolio Solutions, Inc.
N/A—7,913-7,913-100%$292.4K———
LaSalle St. Investment Advisors, LLC
N/A—7,891-7,891-100%$291.6K———
Oxford Financial Group, Ltd. LLC
N/A—7,884-7,884-100%$291.3K———
Maridea Wealth Management LLC
N/A—7,809-7,809-100%$288.5K———
OneAscent Financial Services LLC
N/A—7,723-7,723-100%$285.4K———
Lazard Asset Management LLC
N/A—7,694-7,694-100%$284.3K———
First National Bank of Omaha
N/A—7,655-7,655-100%$285.9K———
Advisors Preferred, LLC
N/A—7,558-7,558-100%$282.7K———
Gladstone Institutional Advisory LLC
N/A—7,558-7,558-100%$279.3K———
RiverFront Investment Group, LLC
N/A—7,535-7,535-100%$278.4K———
Federation des caisses Desjardins du Quebec
N/A—7,431-7,431-100%$274.6K———
Aspire Growth Partners LLC
N/A—7,251-7,251-100%$267.9K———
Rathbones Group PLC
N/A—7,175-7,175-100%$265.2K———
Calton & Associates, Inc.
N/A—7,038-7,038-100%$260.0K———
Rexford Capital Inc
N/A—6,999-6,999-100%$258.6K———
First Manhattan Co. Llc.
N/A—6,968-6,968-100%$257.5K———
Mayflower Financial Advisors, LLC
N/A—6,963-6,963-100%$257.3K———
Birmingham Capital Management Co Inc
N/A—6,950-6,950-100%$257.0K———
PCG Wealth Advisors, LLC
N/A—6,878-6,878-100%$254.1K———
Mosaic Family Wealth Partners, LLC
N/A—6,618-6,618-100%$244.5K———
Peninsula Asset Management Inc
N/A—6,616-6,616-100%$244.5K———
Basecamp Wealth Advisors LLC
N/A—6,605-6,605-100%$244.1K———
DF Dent & Co Inc
N/A—6,555-6,555-100%$242.2K———
Moneta Group Investment Advisors LLC
N/A—6,502-6,502-100%$240.3K———
Alteri Wealth LLC
N/A—6,475-6,475-100%$239.3K———
Anchor Bay Capital, Inc.
N/A—6,382-6,382-100%$273.7K———
Essex Financial Services, Inc.
N/A—6,329-6,329-100%$233.9K———
Ballentine Partners, LLC
N/A—6,316-6,316-100%$233.4K———
Anchor Investment Management, LLC
N/A—6,189-6,189-100%$228.7K———
Pennington Partners & Co., LLC
N/A—6,171-6,171-100%$228.0K———
GTS Securities LLC
N/A—6,104-6,104-100%$225.5K———
Advance Capital Management, Inc.
N/A—5,967-5,967-100%$220.5K———
Meeder Advisory Services, Inc.
N/A—5,957-5,957-100%$220.1K———
Affinity Wealth Management LLC
N/A—5,943-5,943-100%$219.6K———
Nalls Sherbakoff Group, LLC
N/A—5,910-5,910-100%$218.4K———
Empower Advisory Group, LLC
N/A—5,882-5,882-100%$217.3K———
OneAscent Family Office, LLC
N/A—5,859-5,859-100%$216.5K———
Van Diest Capital, LLC
N/A—5,858-5,858-100%$216.4K———
Bridges Investment Management Inc
N/A—5,845-5,845-100%$216.0K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—5,837-5,837-100%$215.7K———
Belpointe Asset Management LLC
N/A—5,788-5,788-100%$213.9K———
Hilltop Holdings Inc.
N/A—5,760-5,760-100%$212.8K———
Brown Brothers Harriman & Co
N/A—5,745-5,745-100%$212.3K———
PIN OAK Investment Advisors Inc
N/A—5,743-5,743-100%$212.0K———
Mairs & Power Inc
N/A—5,610-5,610-100%$207.3K———
Jaffetilchin Investment Partners, LLC
N/A—5,595-5,595-100%$206.7K———
National Philanthropic Trust
N/A—5,594-5,594-100%$206.7K———
Berkshire Asset Management LLC
N/A—5,509-5,509-100%$203.6K———
Nelson Capital Management, LLC
N/A—5,449-5,449-100%$201.3K———
Optiver Holding B.V.
N/A—5,343-5,343-100%$197.4K———
FPC Investment Advisory, Inc.
N/A—5,100-5,100-100%$213.7K———
Cary Street Partners Investment Advisory LLC
N/A—5,002-5,002-100%$184.8K———
Estabrook Capital Management
N/A—5,000-5,000-100%$184.8K———
Hills Bank & Trust Co
N/A—4,988-4,988-100%$184.3K———
Bridgewater Advisors Inc.
N/A—4,945-4,945-100%$218.9K———
Virtus Investment Advisers, LLC
N/A—4,908-4,908-100%$181.4K———
N.E.W. Advisory Services LLC
N/A—4,627-4,627-100%$171.0K———
Quent Capital, LLC
N/A—4,386-4,386-100%$162.1K———
Lummis Asset Management, LP
N/A—4,239-4,239-100%$187.4K———
Tiaa Wealth Investment Management LLC
N/A—4,239-4,239-100%$156.7K———
Advisors Asset Management, Inc.
N/A—4,186-4,186-100%$154.7K———
Atlas Capital Advisors Inc.
N/A—4,068-4,068-100%$150.3K———
Ancora Advisors LLCA
N/A—3,973-3,973-100%$146.8K———
Aberdeen Wealth Management LLC
N/A—3,884-3,884-100%$143.5K———
Financial Gravity Companies, Inc.
N/A—3,703-3,703-100%$136.8K———
Strategic Investment Advisors / MI
N/A—3,611-3,611-100%$133.4K———
Manning & Napier Advisors LLC
N/A—3,274-3,274-100%$122.3K———
BOK Financial Private Wealth, Inc.
N/A—3,094-3,094-100%$114.3K———
Sittner & Nelson, LLC
N/A—2,956-2,956-100%$109.2K———
Continuum Advisory, LLC
N/A—2,954-2,954-100%$109.2K———
Bruce G. Allen Investments, LLC
N/A—2,877-2,877-100%$106.3K———
Kerr Financial Planning Corp
N/A—2,876-2,876-100%$106.2K———
Evelyn Partners Group Ltd
N/A—2,639-2,639-100%$97.5K———
Heritage Wealth Advisors
N/A—2,548-2,548-100%$94.1K———
CNB Bank
N/A—2,528-2,528-100%$93.4K———
Bravera Wealth
N/A—2,397-2,397-100%$88.6K———
Pinney & Scofield, Inc.
N/A—2,368-2,368-100%$87.5K———
Napier Financial, LLC
N/A—2,349-2,349-100%$86.8K———
Truvestments Capital LLC
N/A—2,169-2,169-100%$80.1K———
Corient IA LP
N/A—1,980-1,980-100%$73.2K———
Smithfield Trust Co
N/A—1,835-1,835-100%$67———
Colonial Trust Co / SC
N/A—1,771-1,771-100%$65.4K———
EFG International AG
N/A—1,710-1,710-100%$63.2K———
Private Wealth Asset Management, LLC
N/A—1,709-1,709-100%$63.1K———
Bartlett & Co. Wealth Management LLC
N/A—1,704-1,704-100%$63.0K———
SHP Wealth Management
N/A—1,661-1,661-100%$61.4K———
Medallion Wealth Advisors, LLC
N/A—1,650-1,650-100%$61.0K———
Ameriflex Group, Inc.
N/A—1,619-1,619-100%$59.8K———
Tripletail Wealth Management, LLC
N/A—1,612-1,612-100%$60.3K———
Edmond de Rothschild Holding S.A.
N/A—1,600-1,600-100%$59.1K———
Motco
N/A—1,589-1,589-100%$58.7K———
Delta Asset Management LLC
N/A—1,460-1,460-100%$53.9K———
Westfuller Advisors, LLC
N/A—1,360-1,360-100%$50.3K———
Colonial Trust Advisors
N/A—1,356-1,356-100%$50.1K———
Aventura Private Wealth, LLC
N/A—1,352-1,352-100%$50.0K———
Strive Financial Group,LLC
N/A—1,332-1,332-100%$49.2K———
Strategic Wealth Partners, Ltd.
N/A—1,218-1,218-100%$45.0K———
Fiduciary Financial Advisors
N/A—1,211-1,211-100%$44.6K———
Bogart Wealth, LLC
N/A—1,195-1,195-100%$44.2K———
Strategic Investment Solutions, Inc.
N/A—1,174-1,174-100%$43.4K———
Twin Lakes Capital Management, LLC
N/A—1,144-1,144-100%$42.3K———
Osbon Capital Management LLC
N/A—1,133-1,133-100%$41.9K———
South Plains Financial, Inc.
N/A—1,100-1,100-100%$40.6K———
Turim 21 Investimentos Ltda.
N/A—1,029-1,029-100%$5.8K———
TD Capital Management LLC
N/A—1,021-1,021-100%$37.7K———
Monetary Management Group Inc
N/A—1,000-1,000-100%$37.0K———
Chelsea Counsel Co
N/A—1,000-1,000-100%$37.0K———
Prosperity Bancshares Inc
N/A—1,000-1,000-100%$37.0K———
Security National Bank of Sioux City Iowa
N/A—982-982-100%$36.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—905-905-100%$33.4K———
Crews Bank & Trust
N/A—855-855-100%$31.6K———
Financial Life Planners
N/A—845-845-100%$31.2K———
Millstone Evans Group, LLC
N/A—788-788-100%$29.1K———
Vanguard National Trust Co
N/A—719-719-100%$26.6K———
Measured Wealth Private Client Group, LLC
N/A—700-700-100%$25.9K———
IMA Advisory Services, Inc.
N/A—672-672-100%$24.8K———
SOA Wealth Advisors, Llc.
N/A—665-665-100%$24.6K———
Silicon Valley Capital Partners
N/A—652-652-100%$24.1K———
Meramec Financial Planners, LLC
N/A—647-647-100%$27.4K———
PlanVest Financial, Inc
N/A—643-643-100%$23.8K———
VSM Wealth Advisory, LLC
N/A—625-625-100%$23.1K———
HHM Wealth Advisors, LLC
N/A—581-581-100%$21.5K———
Vision Retirement, LLC
N/A—556-556-100%$20.5K———
Darwin Wealth Management, LLC
N/A—531-531-100%$19.6K———
CoreFirst Bank & Trust
N/A—500-500-100%$18.5K———
Ankerstar Wealth, LLC
N/A—488-488-100%$18.0K———
Federated Hermes, Inc.
N/A—474-474-100%$17.5K———
Transamerica Financial Advisors, LLC
N/A—469-469-100%$17.3K———
GW&K Investment Management, LLC
N/A—462-462-100%$17.0K———
WealthCollab, LLC
N/A—438-438-100%$16.2K———
Kilter Group LLC
N/A—435-435-100%$16.1K———
Park Place Capital Corp
N/A—426-426-100%$15.7K———
Tidemark, LLC
N/A—372-372-100%$13.7K———
Glen Eagle Advisors, LLC
N/A—342-342-100%$12.6K———
LOM Asset Management Ltd
N/A—340-340-100%$12.6K———
Quantum Portfolio Management LLC
N/A—314-314-100%$11.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—311-311-100%$11.5K———
Beaird Harris Wealth Management, LLC
N/A—248-248-100%$9.2K———
Prestige Wealth Management Group LLC
N/A—226-226-100%$8.4K———
Cornerstone Financial Management LLC
N/A—209-209-100%$7.7K———
Benson Wealth Management Inc
N/A—206-206-100%$7.6K———
Lavaca Capital LLC
N/A—200-200-100%$7.4K———
ESL Trust Services, LLC
N/A—200-200-100%$7.4K———
Ameritas Investment Partners, Inc.
N/A—184-184-100%$6.8K———
Webster Bank, N. A.
N/A—180-180-100%$6.7K———
McMillan Office, Inc.
N/A—176-176-100%$6.5K———
Caldwell Sutter Capital, Inc.
N/A—161-161-100%$5.9K———
Nova Wealth Management, Inc.
N/A—155-155-100%$5.7K———
Frazier Financial Advisors, LLC
N/A—153-153-100%$5.7K———
Wellington-Altus USA Inc.
N/A—146-146-100%$6.9K———
Alerus Financial NA
N/A—144-144-100%$5.3K———
Raffa Wealth Management, LLC
N/A—132-132-100%$4.9K———
Steigerwald, Gordon & Koch Inc.
N/A—129-129-100%$4.8K———
Consultiva Wealth Management, Corp.
N/A—123-123-100%$4.5K———
JDM Financial Group LLC
N/A—120-120-100%$4.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—113-113-100%$4.2K———
Graney & King, LLC
N/A—106-106-100%$3.9K———
Roble, Belko & Company, Inc
N/A—101-101-100%$4———
Tanglewood Legacy Advisors, LLC
N/A—100-100-100%$3.7K———
Boreal Capital Management LLC
N/A—100-100-100%$3.7K———
JPL Wealth Management, LLC
N/A—91-91-100%$3.4K———
Basepoint Wealth LLC
N/A—89-89-100%$3.3K———
Synergy Investment Management, LLC
N/A—75-75-100%$3.0K———
Dunhill Financial, LLC
N/A—68-68-100%$2.5K———
Swan Capital LLC
N/A—63-63-100%$2.3K———
Investment Counsel Co of Nevada
N/A—54-54-100%$2.0K———
CVA Family Office, LLC
N/A—54-54-100%$2.0K———
Mcguire Capital Advisors Inc
N/A—46-46-100%$1.7K———
HighMark Wealth Management LLC
N/A—42-42-100%$1.6K———
Marshall Investment Management, LLC
N/A—37-37-100%$1.4K———
Price T Rowe Associates Inc
N/A—31-31-100%$2———
Elequin Capital, LP
N/A—30-30-100%$1.1K———
Highland Investment Advisors LLC
N/A—29-29-100%$1.1K———
Dogwood Wealth Management LLC
N/A—28-28-100%$1.0K———
Allied Private Wealth LLC
N/A—27-27-100%$1.1K———
Copia Wealth Management
N/A—20-20-100%$739———
Godfrey Financial Associates, Inc.
N/A—13-13-100%$480———
Erste Asset Management GmbH
N/A—00—$0———
Showing 1285 of 1285 institutions