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Bank of America Corp (BAC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares157,936,815 from 157,607,251
Change+329,564 (+0%)
Value$8.6B (-$381.3M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares60,605,657 from 59,215,368
Change+1,390,289 (+2%)
Value$3.3B (-$75.3M)
Filed 2026-11-06
Sanders Capital, LLC
DECREASED
Shares46,250,149 from 46,345,469
Change-95,320 (0%)
Value$2.5B (-$123.4M)
Filed 2026-11-02
Deutsche Bank Ag\
INCREASED
Shares44,228,191 from 41,403,518
Change+2,824,673 (+7%)
Value$2.4B (+$48.2M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares40,965,638 from 40,609,919
Change+355,719 (+1%)
Value$2.2B (-$84.2M)
Filed 2026-11-05
Amundi
INCREASED
Shares40,761,350 from 36,615,958
Change+4,145,392 (+11%)
Value$2.2B (+$132.3M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares31,918,819 from 31,531,185
Change+387,634 (+1%)
Value$1.7B (-$59.3M)
Filed 2026-11-04
Barclays PLC
DECREASED
Shares21,591,605 from 34,596,298
Change-13,004,693 (-38%)
Value$1.2B (-$796.1M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares17,090,413 from 16,493,635
Change+596,778 (+4%)
Value$930.2M (-$9.6M)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares16,062,163 from 17,414,489
Change-1,352,326 (-8%)
Value$874.3M (-$118.0M)
Filed 2026-11-04
American Assets Investment Management, LLC
UNCHANGED
Shares15,224,325 from 15,224,325
Change0 (0%)
Value$77.4M (-$3.1M)
Filed 2026-10-30
Principal Financial Group Inc
INCREASED
Shares14,572,726 from 14,362,582
Change+210,144 (+1%)
Value$793.2M (-$25.2M)
Filed 2026-11-02
Swedbank AB
INCREASED
Shares13,708,298 from 13,284,542
Change+423,756 (+3%)
Value$746.1M (-$10.8M)
Filed 2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares13,314,418 from 15,011,451
Change-1,697,033 (-11%)
Value$724.7M (-$130.6M)
Filed 2026-10-29
Parnassus Investments, LLC
DECREASED
Shares12,302,804 from 13,603,761
Change-1,300,957 (-10%)
Value$669.6M (-$105.5M)
Filed 2026-10-22
Russell Investments Group, Ltd.
INCREASED
Shares11,182,229 from 8,940,737
Change+2,241,492 (+25%)
Value$609.8M (+$99.3M)
Filed 2026-11-06
AMF Tjanstepension AB
UNCHANGED
Shares9,562,619 from 9,562,619
Change0 (0%)
Value$520.5M (-$24.4M)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares9,394,161 from 8,977,596
Change+416,565 (+5%)
Value$511.3M (-$219.2K)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares9,353,660 from 6,319,991
Change+3,033,669 (+48%)
Value$514.0M (+$513.7M)
Filed 2026-10-27
Robeco Institutional Asset Management B.V.
INCREASED
Shares8,443,813 from 7,197,179
Change+1,246,634 (+17%)
Value$459.6M (+$49.5M)
Filed 2026-10-20
PNC Financial Services Group, Inc.
DECREASED
Shares8,432,329 from 8,639,800
Change-207,471 (-2%)
Value$459.0M (-$33.3M)
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED
Shares7,140,367 from 7,435,391
Change-295,024 (-4%)
Value$390.3M (-$35.9M)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares7,062,785 from 6,974,246
Change+88,539 (+1%)
Value$384.4M (-$13.0M)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares6,985,594 from 7,071,872
Change-86,278 (-1%)
Value$380.2M (-$22.7M)
Filed 2026-11-05
King Luther Capital Management Corp
DECREASED
Shares6,863,861 from 7,131,846
Change-267,985 (-4%)
Value$373.6M (-$32.8M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares6,660,785 from 6,661,072
Change-287 (0%)
Value$362.5M (-$17.0M)
Filed 2026-11-05
LSV Asset Management
DECREASED
Shares6,628,038 from 6,784,283
Change-156,245 (-2%)
Value$360.8M (-$25.8M)
Filed 2026-11-06
Aberdeen Group plc
DECREASED
Shares5,974,223 from 6,360,525
Change-386,302 (-6%)
Value$325.2M (-$37.2M)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares5,227,961 from 5,959,547
Change-731,586 (-12%)
Value$284.5M (-$55.0M)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
DECREASED
Shares5,217,714 from 5,748,174
Change-530,460 (-9%)
Value$284.0M (-$43.5M)
Filed 2026-10-15
Pzena Investment Management LLC
DECREASED
Shares5,057,710 from 6,310,363
Change-1,252,653 (-20%)
Value$275.3M (-$84.3M)
Filed 2026-10-30
New York State Teachers Retirement System
DECREASED
Shares4,883,439 from 5,120,013
Change-236,574 (-5%)
Value$265.8M (-$25.9M)
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares4,558,552 from 4,327,936
Change+230,616 (+5%)
Value$248.1M (+$1.1M)
Filed 2026-10-29
UniSuper Management Pty Ltd
DECREASED
Shares4,313,800 from 4,437,228
Change-123,428 (-3%)
Value$234.8M (-$18.0M)
Filed 2026-10-26
MacKenzie Financial Corp
INCREASED
Shares4,290,420 from 4,134,939
Change+155,481 (+4%)
Value$233.5M (-$2.1M)
Filed 2026-11-02
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares4,198,975 from 3,870,171
Change+328,804 (+9%)
Value$228.6M (+$8.0M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares4,031,939 from 3,866,843
Change+165,096 (+4%)
Value$219.5M (-$874.3K)
Filed 2026-11-02
Pictet Asset Management Holding SA
DECREASED
Shares3,725,374 from 3,776,924
Change-51,550 (-1%)
Value$202.8M (-$12.4M)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares3,706,363 from 3,751,319
Change-44,956 (-1%)
Value$201.7M (-$12.0M)
Filed 2026-11-04
SEB Asset Management AB
INCREASED
Shares3,498,706 from 2,480,253
Change+1,018,453 (+41%)
Value$190.4M (+$49.1M)
Filed 2026-11-04
Great Lakes Advisors, LLC
DECREASED
Shares3,490,860 from 3,579,440
Change-88,580 (-2%)
Value$190.0M (-$13.9M)
Filed 2026-11-06
Cardano Risk Management B.V.
INCREASED
Shares3,322,116 from 2,627,191
Change+694,925 (+26%)
Value$180.8M (+$31.1M)
Filed 2026-10-20
Retirement Systems of Alabama
DECREASED
Shares3,237,960 from 3,245,743
Change-7,783 (0%)
Value$176.2M (-$8.7M)
Filed 2026-11-04
ABN Amro Investment Solutions
DECREASED
Shares3,219,325 from 3,447,416
Change-228,091 (-7%)
Value$175.2M (-$21.2M)
Filed 2026-10-21
Asset Management One Co., Ltd.
INCREASED
Shares3,209,644 from 3,204,174
Change+5,470 (+0%)
Value$174.7M (-$7.9M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,959,026 from 2,892,296
Change+66,730 (+2%)
Value$120.1M (-$11.0M)
Filed 2026-10-13
MFF Capital Investments Ltd
DECREASED
Shares2,829,547 from 2,841,547
Change-12,000 (0%)
Value$154.0M (-$7.9M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares2,785,751 from 2,792,713
Change-6,962 (0%)
Value$151.6M (-$7.5M)
Filed 2026-10-30
Alecta Tjanstepension Omsesidigt
DECREASED
Shares2,767,400 from 4,003,200
Change-1,235,800 (-31%)
Value$150.6M (-$77.4M)
Filed 2026-11-02
Everett Harris & Co
DECREASED
Shares2,747,993 from 2,753,848
Change-5,855 (0%)
Value$149.6M (-$7.3M)
Filed 2026-10-28
Strs Ohio
DECREASED
Shares2,517,707 from 2,661,266
Change-143,559 (-5%)
Value$137.0M (-$14.6M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares2,426,023 from 2,562,718
Change-136,695 (-5%)
Value$132.0M (-$14.0M)
Filed 2026-11-02
OFI Invest Asset Management
DECREASED
Shares2,406,673 from 2,578,760
Change-172,087 (-7%)
Value$115.5M (-$13.3M)
Filed 2026-11-06
Calamos Advisors LLC
INCREASED
Shares2,242,449 from 2,207,262
Change+35,187 (+2%)
Value$122.1M (-$3.7M)
Filed 2026-11-02
Smead Capital Management, Inc.
DECREASED
Shares2,167,615 from 2,606,833
Change-439,218 (-17%)
Value$118.0M (-$30.6M)
Filed 2026-10-16
State of New Jersey Common Pension Fund D
DECREASED
Shares2,101,004 from 2,197,574
Change-96,570 (-4%)
Value$114.4M (-$10.9M)
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares2,085,801 from 2,019,884
Change+65,917 (+3%)
Value$113.5M (-$1.6M)
Filed 2026-10-20
Mirova US LLC
NEW
Shares2,032,795
Change+2,032,795
Value$110.6M
Filed 2026-11-05
Mn Services Vermogensbeheer B.V.
INCREASED
Shares2,005,010 from 1,977,910
Change+27,100 (+1%)
Value$109.1M (-$3.6M)
Filed 2026-10-08
Daily Journal Corp
UNCHANGED
Shares2,000,000 from 2,000,000
Change0 (0%)
Value$108.9M (-$5.1M)
Filed 2026-11-02
CIBC Asset Management Inc
DECREASED
Shares1,892,274 from 1,898,216
Change-5,942 (0%)
Value$103.0M (-$5.2M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,878,938 from 1,932,549
Change-53,611 (-3%)
Value$101.0M (-$11.8M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,877,740 from 1,488,510
Change+389,230 (+26%)
Value$102.2M (+$17.4M)
Filed 2026-11-03
Czech National Bank
INCREASED
Shares1,868,542 from 1,858,365
Change+10,177 (+1%)
Value$101.7M (-$4.2M)
Filed 2026-10-13
Arizona State Retirement System
DECREASED
Shares1,847,672 from 1,883,657
Change-35,985 (-2%)
Value$100.6M (-$6.8M)
Filed 2026-11-03
Choreo, LLC
DECREASED
Shares1,824,256 from 1,849,644
Change-25,388 (-1%)
Value$99.3M (-$6.1M)
Filed 2026-10-28
Compagnie Lombard Odier SCmA
INCREASED
Shares1,821,344 from 1,660,089
Change+161,255 (+10%)
Value$99.1M (+$4.5M)
Filed 2026-11-04
State of Michigan Retirement System
DECREASED
Shares1,761,012 from 1,798,812
Change-37,800 (-2%)
Value$95.9M (-$6.6M)
Filed 2026-10-27
Quilter Plc
DECREASED
Shares1,741,406 from 1,744,706
Change-3,300 (0%)
Value$94.8M (-$4.6M)
Filed 2026-10-21
Sound Shore Management Inc
DECREASED
Shares1,663,751 from 2,038,298
Change-374,547 (-18%)
Value$90.6M (-$25.6M)
Filed 2026-11-06
Swiss Life Asset Management Ltd
INCREASED
Shares1,616,354 from 1,057,651
Change+558,703 (+53%)
Value$88.0M (+$27.7M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,598,178 from 1,730,530
Change-132,352 (-8%)
Value$87.0M (-$11.6M)
Filed 2026-10-15
Eastern Bank
INCREASED
Shares1,551,300 from 1,523,363
Change+27,937 (+2%)
Value$84.4M (-$2.4M)
Filed 2026-10-05
Nykredit A/S
INCREASED
Shares1,539,267 from 1,482,139
Change+57,128 (+4%)
Value$83.8M (-$670.0K)
Filed 2026-11-06
IFM Investors Pty Ltd
INCREASED
Shares1,538,403 from 1,537,465
Change+938 (+0%)
Value$83.7M (-$3.9M)
Filed 2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares1,488,121 from 1,517,136
Change-29,015 (-2%)
Value$81.0M (-$5.4M)
Filed 2026-10-19
Vest Financial, LLC
INCREASED
Shares1,454,930 from 1,339,065
Change+115,865 (+9%)
Value$79.2M (+$2.9M)
Filed 2026-10-21
Citizens Financial Group Inc
INCREASED
Shares1,454,415 from 1,443,485
Change+10,930 (+1%)
Value$79.2M (-$3.1M)
Filed 2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares1,436,791 from 1,442,049
Change-5,258 (0%)
Value$78.2M (-$4.0M)
Filed 2026-11-03
Gateway Investment Advisers LLC
DECREASED
Shares1,435,143 from 1,465,013
Change-29,870 (-2%)
Value$78.1M (-$5.4M)
Filed 2026-10-13
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares1,404,203 from 1,300,644
Change+103,559 (+8%)
Value$76.4M (+$2.3M)
Filed 2026-10-29
Daiwa Securities Group Inc.
INCREASED
Shares1,393,519 from 1,351,579
Change+41,940 (+3%)
Value$75.8M (-$1.2M)
Filed 2026-10-29
Xponance LLC
INCREASED
Shares1,388,548 from 1,340,036
Change+48,512 (+4%)
Value$75.6M (-$776.6K)
Filed 2026-11-03
AGF Management LTD
INCREASED
Shares1,386,818 from 1,193,201
Change+193,617 (+16%)
Value$75.5M (+$7.5M)
Filed 2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares1,385,321 from 1,465,447
Change-80,126 (-5%)
Value$75.4M (-$8.1M)
Filed 2026-10-20
ProShare Advisors LLC
DECREASED
Shares1,366,848 from 1,380,319
Change-13,471 (-1%)
Value$74.4M (-$4.3M)
Filed 2026-10-29
Mondrian Investment Partners LTD
DECREASED
Shares1,296,153 from 2,414,918
Change-1,118,765 (-46%)
Value$70.5M (-$67.1M)
Filed 2026-10-23
Salzhauer Michael
DECREASED
Shares1,246,918 from 1,495,610
Change-248,692 (-17%)
Value$67.9M (-$17.4M)
Filed 2026-10-28
Neos Investment Management LLC
INCREASED
Shares1,220,450 from 1,077,175
Change+143,275 (+13%)
Value$66.4M (+$5.1M)
Filed 2026-11-04
Border to Coast Pensions Partnership Ltd
INCREASED
Shares1,212,238 from 1,100,242
Change+111,996 (+10%)
Value$65.9M (+$3.2M)
Filed 2026-10-09
Rakuten Investment Management, Inc.
NEW
Shares1,166,504
Change+1,166,504
Value$64.1M
Filed 2026-10-30
Cooke & Bieler LP
DECREASED
Shares1,148,262 from 1,839,377
Change-691,115 (-38%)
Value$62.5M (-$42.3M)
Filed 2026-10-21
Salem Investment Counselors Inc
INCREASED
Shares1,135,914 from 1,122,942
Change+12,972 (+1%)
Value$61.8M (-$2.2M)
Filed 2026-10-13
Bahl & Gaynor LLC
DECREASED
Shares1,132,886 from 1,179,667
Change-46,781 (-4%)
Value$61.7M (-$5.6M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares1,109,501 from 1,116,080
Change-6,579 (-1%)
Value$59.6M (-$5.5M)
Filed 2026-10-16
Sapient Capital LLC
DECREASED
Shares1,108,094 from 1,114,172
Change-6,078 (-1%)
Value$60.3M (-$3.2M)
Filed 2026-10-08
Amalgamated Bank
DECREASED
Shares1,101,991 from 1,141,841
Change-39,850 (-3%)
Value$60.0M (-$5.1M)
Filed 2026-10-23
Waters Parkerson & Co., LLC
DECREASED
Shares1,090,532 from 1,107,200
Change-16,668 (-2%)
Value$59.4M (-$3.7M)
Filed 2026-11-04
Crossmark Global Holdings, Inc.
DECREASED
Shares1,077,185 from 1,114,193
Change-37,008 (-3%)
Value$58.6M (-$4.9M)
Filed 2026-10-21
Tctc Holdings, LLC
DECREASED
Shares1,075,837 from 1,076,832
Change-995 (0%)
Value$58.6M (-$2.8M)
Filed 2026-11-02
iA Global Asset Management Inc.
INCREASED
Shares1,052,913 from 917,870
Change+135,043 (+15%)
Value$57.3M (+$5.0M)
Filed 2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares1,034,109 from 862,889
Change+171,220 (+20%)
Value$56.3M (+$7.1M)
Filed 2026-10-22
Miller Howard Investments Inc
DECREASED
Shares1,027,747 from 1,038,466
Change-10,719 (-1%)
Value$55.9M (-$3.2M)
Filed 2026-10-26
Natixis
INCREASED
Shares1,023,459 from 852,424
Change+171,035 (+20%)
Value$55.7M (+$7.1M)
Filed 2026-11-06
Cullen T Bankers, Inc.
DECREASED
Shares999,064 from 1,005,065
Change-6,001 (-1%)
Value$54.4M (-$2.9M)
Filed 2026-10-28
Achmea Investment Management B.V.
NEW
Shares990,441
Change+990,441
Value$54.0M
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares985,333 from 892,594
Change+92,739 (+10%)
Value$53.6M (+$2.8M)
Filed 2026-10-16
New York Life Investment Management LLC
DECREASED
Shares965,365 from 971,595
Change-6,230 (-1%)
Value$52.5M (-$2.8M)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares964,435 from 975,308
Change-10,873 (-1%)
Value$52.5M (-$3.1M)
Filed 2026-11-05
Letko, Brosseau & Associates Inc
DECREASED
Shares955,246 from 967,290
Change-12,044 (-1%)
Value$52.0M (-$3.1M)
Filed 2026-11-06
Virginia Retirement Systems ET Al
INCREASED
Shares951,469 from 880,569
Change+70,900 (+8%)
Value$51.8M (+$1.6M)
Filed 2026-10-28
Candriam S.C.A.
INCREASED
Shares947,750 from 831,700
Change+116,050 (+14%)
Value$51.8M (+$4.4M)
Filed 2026-11-03
Raiffeisen Bank International AG
DECREASED
Shares945,191 from 1,073,555
Change-128,364 (-12%)
Value$51.9M (-$10.2M)
Filed 2026-10-28
Welch & Forbes LLC
DECREASED
Shares932,604 from 957,307
Change-24,703 (-3%)
Value$50.8M (-$3.8M)
Filed 2026-11-04
Todd Asset Management LLC
INCREASED
Shares927,577 from 923,380
Change+4,197 (+0%)
Value$50.5M (-$2.1M)
Filed 2026-10-27
Aegon Asset Management UK PLC
INCREASED
Shares888,715 from 367,862
Change+520,853 (+142%)
Value$48.4M (+$27.4M)
Filed 2026-11-04
Douglas Lane & Associates, LLC
DECREASED
Shares870,110 from 1,202,334
Change-332,224 (-28%)
Value$47.4M (-$21.1M)
Filed 2026-10-09
Pinnacle Associates LTD
DECREASED
Shares862,311 from 877,301
Change-14,990 (-2%)
Value$46.9M (-$3.1M)
Filed 2026-10-20
Hosking Partners LLP
DECREASED
Shares855,871 from 918,075
Change-62,204 (-7%)
Value$46.6M (-$5.7M)
Filed 2026-10-21
Adams Diversified Equity Fund, Inc.
DECREASED
Shares845,868 from 932,768
Change-86,900 (-9%)
Value$46.0M (-$7.1M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares820,416 from 898,090
Change-77,674 (-9%)
Value$44.7M (-$6.5M)
Filed 2026-11-02
Crestwood Advisors Group, LLC
DECREASED
Shares813,005 from 817,324
Change-4,319 (-1%)
Value$44.3M (-$2.3M)
Filed 2026-10-27
ASR Vermogensbeheer N.V.
DECREASED
Shares809,585 from 825,327
Change-15,742 (-2%)
Value$44.1M (-$3.0M)
Filed 2026-10-16
Mesirow Financial Investment Management, Inc.
DECREASED
Shares804,933 from 813,986
Change-9,053 (-1%)
Value$43.8M (-$2.6M)
Filed 2026-11-05
Oregon Public Employees Retirement Fund
DECREASED
Shares799,536 from 802,836
Change-3,300 (0%)
Value$43.5M (-$2.2M)
Filed 2026-10-30
Kimelman & Baird, LLC
DECREASED
Shares782,714 from 785,757
Change-3,043 (0%)
Value$42.6M (-$2.2M)
Filed 2026-11-03
OP Asset Management Ltd
INCREASED
Shares767,478 from 757,887
Change+9,591 (+1%)
Value$41.8M (-$1.4M)
Filed 2026-11-05
Nippon Life Global Investors Americas, Inc.
INCREASED
Shares763,580 from 608,630
Change+154,950 (+25%)
Value$41.6M (+$6.9M)
Filed 2026-10-29
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares756,817 from 757,641
Change-824 (0%)
Value$41.2M (-$2.0M)
Filed 2026-10-30
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares737,336 from 563,543
Change+173,793 (+31%)
Value$40.1M (+$8.0M)
Filed 2026-10-30
Yousif Capital Management, LLC
DECREASED
Shares735,903 from 738,216
Change-2,313 (0%)
Value$40.1M (-$2.0M)
Filed 2026-10-22
Annex Advisory Services, LLC
DECREASED
Shares725,751 from 736,421
Change-10,670 (-1%)
Value$39.5M (-$2.5M)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
INCREASED
Shares718,364 from 701,051
Change+17,313 (+2%)
Value$38.5M (-$3.0M)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares716,357 from 728,298
Change-11,941 (-2%)
Value$39.0M (-$2.5M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares710,472 from 544,630
Change+165,842 (+30%)
Value$38.7M (+$7.6M)
Filed 2026-11-02
UMB Bank, n.a.
DECREASED
Shares693,647 from 713,545
Change-19,898 (-3%)
Value$37.8M (-$2.9M)
Filed 2026-11-06
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares691,876 from 690,617
Change+1,259 (+0%)
Value$37.7M (-$1.7M)
Filed 2026-10-22
Banque Pictet & CIE SA
DECREASED
Shares688,550 from 704,417
Change-15,867 (-2%)
Value$37.5M (-$2.7M)
Filed 2026-10-16
State of Alaska, Department of Revenue
DECREASED
Shares673,367 from 697,055
Change-23,688 (-3%)
Value$36.7M (-$3.1M)
Filed 2026-10-15
Gradient Investments LLC
DECREASED
Shares670,978 from 707,836
Change-36,858 (-5%)
Value$36.5M (-$3.8M)
Filed 2026-10-08
Mutual of America Capital Management LLC
DECREASED
Shares665,265 from 673,851
Change-8,586 (-1%)
Value$36.2M (-$2.2M)
Filed 2026-10-23
Covea Finance
DECREASED
Shares664,240 from 969,925
Change-305,685 (-32%)
Value$36.2M (-$19.1M)
Filed 2026-10-21
Heritage Investors Management Corp
DECREASED
Shares653,723 from 693,736
Change-40,013 (-6%)
Value$35.6M (-$3.9M)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares647,855 from 566,034
Change+81,821 (+14%)
Value$35.3M (+$3.0M)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares641,173 from 671,990
Change-30,817 (-5%)
Value$34.9M (-$3.4M)
Filed 2026-10-27
Carnegie Investment Counsel
INCREASED
Shares610,442 from 599,944
Change+10,498 (+2%)
Value$31.7M (-$904.0K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares609,527 from 536,760
Change+72,767 (+14%)
Value$33.2M (+$2.6M)
Filed 2026-10-23
Illinois Municipal Retirement Fund
INCREASED
Shares606,908 from 596,189
Change+10,719 (+2%)
Value$33.0M (-$936.8K)
Filed 2026-11-05
71 West Capital Partners
DECREASED
Shares605,052 from 605,779
Change-727 (0%)
Value$32.9M (-$1.6M)
Filed 2026-11-04
Avanza Fonder AB
INCREASED
Shares595,531 from 553,987
Change+41,544 (+8%)
Value$32.4M (+$848.6K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares592,526 from 126,924
Change+465,602 (+367%)
Value$32.3M (+$25.0M)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares588,403 from 619,974
Change-31,571 (-5%)
Value$32.0M (-$3.3M)
Filed 2026-10-05
Savant Capital, LLC
INCREASED
Shares571,024 from 297,268
Change+273,756 (+92%)
Value$31.1M (+$13.9M)
Filed 2026-11-06
Ethic Inc.
INCREASED
Shares561,128 from 520,913
Change+40,215 (+8%)
Value$30.5M (+$860.6K)
Filed 2026-11-03
Cornerstone Advisors, LLC
UNCHANGED
Shares554,996 from 554,996
Change0 (0%)
Value$30.2M (-$1.4M)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares550,141 from 493,128
Change+57,013 (+12%)
Value$29.9M (+$1.8M)
Filed 2026-10-26
Factory Mutual Insurance Co
DECREASED
Shares531,430 from 532,930
Change-1,500 (0%)
Value$28.9M (-$1.4M)
Filed 2026-10-30
Braun Stacey Associates Inc
DECREASED
Shares527,161 from 535,881
Change-8,720 (-2%)
Value$28.7M (-$1.8M)
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares526,382 from 400,102
Change+126,280 (+32%)
Value$30.0M (+$7.2M)
Filed 2026-11-06
Assenagon Asset Management S.A.
INCREASED
Shares522,466 from 209,392
Change+313,074 (+150%)
Value$28.4M (+$16.5M)
Filed 2026-10-15
Capricorn Fund Managers Ltd
INCREASED
Shares512,500 from 457,455
Change+55,045 (+12%)
Value$27.9M (+$1.8M)
Filed 2026-11-03
Certuity, LLC
INCREASED
Shares508,224 from 505,847
Change+2,377 (+0%)
Value$27.7M (-$1.2M)
Filed 2026-11-02
CapWealth Advisors, LLC
DECREASED
Shares505,830 from 522,695
Change-16,865 (-3%)
Value$27.5M (-$2.3M)
Filed 2026-10-05
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares502,654 from 481,802
Change+20,852 (+4%)
Value$27.4M (-$93.6K)
Filed 2026-11-06
Gulf International Bank (UK) Ltd
DECREASED
Shares499,982 from 520,982
Change-21,000 (-4%)
Value$27.2M (-$2.5M)
Filed 2026-10-20
Generali Asset Management SPA SGR
INCREASED
Shares498,740 from 445,856
Change+52,884 (+12%)
Value$27.1M (+$1.7M)
Filed 2026-10-26
LBP AM SA
INCREASED
Shares498,103 from 244,714
Change+253,389 (+104%)
Value$27.1M (+$13.2M)
Filed 2026-11-06
Imc-Chicago, LLC
INCREASED
Shares497,363 from 167,250
Change+330,113 (+197%)
Value$27.1M (+$17.5M)
Filed 2026-11-05
Vontobel Holding Ltd.
INCREASED
Shares485,438 from 268,103
Change+217,335 (+81%)
Value$26.4M (+$11.1M)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares485,051 from 470,892
Change+14,159 (+3%)
Value$26.4M (-$430.1K)
Filed 2026-10-28
Capital Investment Advisors, LLC
INCREASED
Shares483,901 from 482,584
Change+1,317 (+0%)
Value$26.3M (-$1.2M)
Filed 2026-10-22
Forbes J M & Co LLP
INCREASED
Shares467,266 from 464,349
Change+2,917 (+1%)
Value$25.4M (-$1.0M)
Filed 2026-10-16
Matthew Goff Investment Advisor, LLC
DECREASED
Shares460,521 from 462,000
Change-1,479 (0%)
Value$25.1M (-$1.3M)
Filed 2026-10-13
Knights of Columbus Asset Advisors LLC
INCREASED
Shares448,645 from 443,261
Change+5,384 (+1%)
Value$24.4M (-$837.3K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares440,673 from 367,152
Change+73,521 (+20%)
Value$24.0M (+$3.1M)
Filed 2026-10-15
Rockland Trust Co
INCREASED
Shares434,499 from 82,701
Change+351,798 (+425%)
Value$23.6M (+$18.9M)
Filed 2026-10-05
Algebris (UK) LTD
DECREASED
Shares431,794 from 915,504
Change-483,710 (-53%)
Value$23.5M (-$28.5M)
Filed 2026-11-06
Vise Technologies, Inc.
NEW
Shares431,698
Change+431,698
Value$23.5M
Filed 2026-10-29
Bank Pictet & Cie (Europe) AG
DECREASED
Shares428,350 from 445,908
Change-17,558 (-4%)
Value$23.3M (-$2.1M)
Filed 2026-10-20
J. Safra Sarasin Holding AG
INCREASED
Shares424,561 from 323,982
Change+100,579 (+31%)
Value$23.0M (+$4.7M)
Filed 2026-10-26
AIA Group Ltd
DECREASED
Shares420,581 from 548,566
Change-127,985 (-23%)
Value$22.9M (-$8.4M)
Filed 2026-10-30
Farmers & Merchants Investments Inc
INCREASED
Shares415,448 from 414,377
Change+1,071 (+0%)
Value$22.6M (-$998.4K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares400,162 from 385,188
Change+14,974 (+4%)
Value$21.8M (-$167.2K)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares397,648 from 406,797
Change-9,149 (-2%)
Value$21.6M (-$1.5M)
Filed 2026-10-14
Empire Life Investments Inc.
DECREASED
Shares397,030 from 401,879
Change-4,849 (-1%)
Value$21.6M (-$1.3M)
Filed 2026-11-06
Synergy Asset Management, LLC
DECREASED
Shares396,833 from 511,749
Change-114,916 (-22%)
Value$21.6M (-$7.6M)
Filed 2026-11-05
Maryland State Retirement & Pension System
INCREASED
Shares396,626 from 356,355
Change+40,271 (+11%)
Value$21.6M (+$1.3M)
Filed 2026-11-05
Glenview Trust Co
DECREASED
Shares394,489 from 399,491
Change-5,002 (-1%)
Value$21.5M (-$1.3M)
Filed 2026-10-28
Davidson Investment Advisors
DECREASED
Shares379,507 from 383,246
Change-3,739 (-1%)
Value$20.7M (-$1.2M)
Filed 2026-10-20
SP Asset Management LLC
DECREASED
Shares377,345 from 384,919
Change-7,574 (-2%)
Value$20.5M (-$1.4M)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares374,531 from 373,611
Change+920 (+0%)
Value$18.7M (-$2.6M)
Filed 2026-11-04
Hartford Investment Management Co
DECREASED
Shares348,487 from 361,195
Change-12,708 (-4%)
Value$19.0M (-$1.6M)
Filed 2026-11-04
Evergreen Capital Management LLC
DECREASED
Shares345,563 from 397,722
Change-52,159 (-13%)
Value$18.8M (-$3.9M)
Filed 2026-10-23
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares344,296 from 298,160
Change+46,136 (+15%)
Value$18.7M (+$1.8M)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares344,140 from 311,760
Change+32,380 (+10%)
Value$18.7M (+$960.6K)
Filed 2026-10-08
Merit Financial Group, LLC
INCREASED
Shares341,944 from 303,228
Change+38,716 (+13%)
Value$18.6M (+$1.3M)
Filed 2026-11-06
Tweedy, Browne Co LLC
DECREASED
Shares341,771 from 364,776
Change-23,005 (-6%)
Value$18.6M (-$2.2M)
Filed 2026-11-04
United Asset Strategies, Inc.
INCREASED
Shares339,534 from 338,928
Change+606 (+0%)
Value$18.5M (-$831.3K)
Filed 2026-10-28
Associated Banc-Corp
DECREASED
Shares337,480 from 368,984
Change-31,504 (-9%)
Value$18.4M (-$2.7M)
Filed 2026-10-30
Allied Investment Advisors, LLC
INCREASED
Shares334,312 from 334,060
Change+252 (+0%)
Value$18.2M (-$838.2K)
Filed 2026-10-13
New Mexico Educational Retirement Board
UNCHANGED
Shares330,054 from 330,054
Change0 (0%)
Value$18.0M (-$841.0K)
Filed 2026-11-05
Live Oak Private Wealth LLC
DECREASED
Shares329,186 from 344,965
Change-15,779 (-5%)
Value$17.9M (-$1.7M)
Filed 2026-11-02
First Citizens Bank & Trust Co
INCREASED
Shares328,402 from 311,456
Change+16,946 (+5%)
Value$17.9M (+$128.2K)
Filed 2026-10-14
Payden & Rygel
DECREASED
Shares327,200 from 328,100
Change-900 (0%)
Value$17.8M (-$886.0K)
Filed 2026-10-28
Bokf, NA
INCREASED
Shares321,838 from 282,784
Change+39,054 (+14%)
Value$17.5M (+$1.4M)
Filed 2026-10-27
Louisiana State Employees Retirement System
DECREASED
Shares319,800 from 333,600
Change-13,800 (-4%)
Value$17.4M (-$1.6M)
Filed 2026-10-20
Griffin Asset Management, Inc.
DECREASED
Shares319,090 from 336,818
Change-17,728 (-5%)
Value$17.4M (-$1.8M)
Filed 2026-10-22
Daymark Wealth Partners, LLC
INCREASED
Shares317,525 from 244,406
Change+73,119 (+30%)
Value$17.3M (+$3.4M)
Filed 2026-11-04
KCM Investment Advisors LLC
DECREASED
Shares311,362 from 314,395
Change-3,033 (-1%)
Value$16.9M (-$966.8K)
Filed 2026-10-27
Great Lakes Retirement, Inc.
INCREASED
Shares308,514 from 304,798
Change+3,716 (+1%)
Value$16.8M (-$575.0K)
Filed 2026-10-26
Diversify Wealth Management, LLC
INCREASED
Shares304,459 from 299,572
Change+4,887 (+2%)
Value$15.7M (-$2.9M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares304,459 from 299,572
Change+4,887 (+2%)
Value$15.7M (-$2.9M)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
DECREASED
Shares304,072 from 304,350
Change-278 (0%)
Value$16.6M (-$791.2K)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED
Shares302,098 from 303,779
Change-1,681 (-1%)
Value$16.4M (-$866.1K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
DECREASED
Shares301,896 from 323,563
Change-21,667 (-7%)
Value$16.4M (-$2.0M)
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
INCREASED
Shares301,171 from 283,606
Change+17,565 (+6%)
Value$16.4M (+$232.9K)
Filed 2026-10-29
Bourgeon Capital Management LLC
DECREASED
Shares300,314 from 302,936
Change-2,622 (-1%)
Value$16.3M (-$915.2K)
Filed 2026-10-19
Applied Finance Capital Management, LLC
DECREASED
Shares300,149 from 335,281
Change-35,132 (-10%)
Value$16.3M (-$2.8M)
Filed 2026-11-03
Allen Holding Inc
UNCHANGED
Shares300,000 from 300,000
Change0 (0%)
Value$16.3M (-$765.0K)
Filed 2026-11-03
Levin Capital Strategies, L.P.
DECREASED
Shares299,521 from 304,406
Change-4,885 (-2%)
Value$16.3M (-$1.0M)
Filed 2026-11-02
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares299,051 from 317,551
Change-18,500 (-6%)
Value$16.3M (-$1.8M)
Filed 2026-10-21
Davis-Rea Ltd.
INCREASED
Shares298,371 from 248,371
Change+50,000 (+20%)
Value$16.2M (+$2.1M)
Filed 2026-10-13
HUB Investment Partners, LLC
DECREASED
Shares293,547 from 298,652
Change-5,105 (-2%)
Value$16.0M (-$1.0M)
Filed 2026-11-03
Tred Avon Family Wealth, LLC
INCREASED
Shares286,960 from 286,761
Change+199 (+0%)
Value$15.6M (-$720.4K)
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares281,594 from 268,949
Change+12,645 (+5%)
Value$15.3M (+$2.4K)
Filed 2026-11-05
Cohen Klingenstein LLC
DECREASED
Shares277,652 from 277,812
Change-160 (0%)
Value$15.1M (-$717.1K)
Filed 2026-10-15
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares276,967 from 277,005
Change-38 (0%)
Value$15.1M (-$708.4K)
Filed 2026-11-02
Triglav Investments, D.O.O.
INCREASED
Shares275,543 from 183,281
Change+92,262 (+50%)
Value$15.0M (+$4.6M)
Filed 2026-11-06
Equitable Trust Co
DECREASED
Shares272,833 from 275,949
Change-3,116 (-1%)
Value$14.9M (-$873.3K)
Filed 2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED
Shares271,025 from 270,050
Change+975 (+0%)
Value$14.8M (-$635.6K)
Filed 2026-10-14
Union Bancaire Privee, UBP SA
DECREASED
Shares270,147 from 279,137
Change-8,990 (-3%)
Value$14.1M (-$1.2M)
Filed 2026-11-04
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares267,640 from 264,099
Change+3,541 (+1%)
Value$14.6M (-$480.7K)
Filed 2026-11-04
Intact Investment Management Inc.
DECREASED
Shares265,400 from 281,300
Change-15,900 (-6%)
Value$14.4M (-$1.6M)
Filed 2026-11-03
Stockman Wealth Management, Inc.
DECREASED
Shares264,624 from 268,640
Change-4,016 (-1%)
Value$14.4M (-$903.6K)
Filed 2026-10-27
S-Bank Fund Management Ltd
INCREASED
Shares264,491 from 262,963
Change+1,528 (+1%)
Value$14.4M (-$587.4K)
Filed 2026-11-06
Washington Trust Co
DECREASED
Shares264,225 from 270,923
Change-6,698 (-2%)
Value$14.4M (-$1.1M)
Filed 2026-10-22
True North Advisors, LLC
INCREASED
Shares264,171 from 264,025
Change+146 (+0%)
Value$14.4M (-$665.3K)
Filed 2026-10-22
Foster Victor Wealth Advisors, LLC
INCREASED
Shares263,715 from 253,654
Change+10,061 (+4%)
Value$13.3M (-$2.1M)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares262,051 from 261,414
Change+637 (+0%)
Value$14.3M (-$631.9K)
Filed 2026-10-22
Viking Fund Management LLC
UNCHANGED
Shares260,000 from 260,000
Change0 (0%)
Value$14.2M (-$663.0K)
Filed 2026-10-14
Dana Investment Advisors, Inc.
DECREASED
Shares259,192 from 265,286
Change-6,094 (-2%)
Value$14.1M (-$1.0M)
Filed 2026-11-06
Highland Capital Management, LLC
DECREASED
Shares257,502 from 261,950
Change-4,448 (-2%)
Value$14.0M (-$910.1K)
Filed 2026-10-26
Florida Trust Wealth Management Co
DECREASED
Shares256,866 from 260,750
Change-3,884 (-1%)
Value$14.0M (-$876.3K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares256,392 from 238,698
Change+17,694 (+7%)
Value$14.0M (+$354.0K)
Filed 2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED
Shares253,431 from 244,806
Change+8,625 (+4%)
Value$13.8M (-$154.8K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED
Shares252,771 from 225,797
Change+26,974 (+12%)
Value$13.8M (+$892.4K)
Filed 2026-10-16
First American Bank
INCREASED
Shares250,025 from 247,454
Change+2,571 (+1%)
Value$13.6M (-$491.1K)
Filed 2026-10-27
Sterling Capital Management LLC
INCREASED
Shares247,028 from 189,733
Change+57,295 (+30%)
Value$13.4M (+$2.6M)
Filed 2026-10-22
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares245,135 from 488,330
Change-243,195 (-50%)
Value$13.3M (-$14.5M)
Filed 2026-10-22
Anderson Hoagland & Co
INCREASED
Shares244,696 from 223,862
Change+20,834 (+9%)
Value$12.5M (-$256.6K)
Filed 2026-10-23
Arnhold LLC
DECREASED
Shares244,224 from 268,942
Change-24,718 (-9%)
Value$13.3M (-$2.0M)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares243,698 from 245,574
Change-1,876 (-1%)
Value$13.3M (-$728.3K)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares241,765 from 367,435
Change-125,670 (-34%)
Value$13.2M (-$7.8M)
Filed 2026-11-04
Nixon Peabody Trust Co
INCREASED
Shares241,601 from 241,476
Change+125 (+0%)
Value$13.2M (-$609.0K)
Filed 2026-10-23
Plato Investment Management Ltd
INCREASED
Shares240,516 from 230,368
Change+10,148 (+4%)
Value$13.1M (+$92.4K)
Filed 2026-11-05
Quadrant Capital Group LLC
INCREASED
Shares240,260 from 239,678
Change+582 (+0%)
Value$13.0M (-$692.4K)
Filed 2026-10-20
University of Texas S AM Investment Management Co
INCREASED
Shares240,079 from 5,909
Change+234,170 (+3963%)
Value$13.1M (+$12.7M)
Filed 2026-11-03
Adams Asset Advisors, LLC
DECREASED
Shares238,906 from 243,543
Change-4,637 (-2%)
Value$13.0M (-$873.4K)
Filed 2026-10-08
Wedbush Securities Inc
DECREASED
Shares233,734 from 243,184
Change-9,450 (-4%)
Value$12.7M (-$1.1M)
Filed 2026-10-22
Venture Visionary Partners LLC
DECREASED
Shares233,300 from 236,425
Change-3,125 (-1%)
Value$12.7M (-$773.0K)
Filed 2026-10-07
Convergence Investment Partners, LLC
INCREASED
Shares230,416 from 161,117
Change+69,299 (+43%)
Value$12.5M (+$3.4M)
Filed 2026-10-28
Udine Wealth Management, Inc.
DECREASED
Shares230,285 from 232,035
Change-1,750 (-1%)
Value$12.5M (-$686.9K)
Filed 2026-10-23
Westbourne Investment Advisors, Inc.
DECREASED
Shares229,792 from 236,746
Change-6,954 (-3%)
Value$12.5M (-$982.2K)
Filed 2026-10-20
LS Investment Advisors, LLC
DECREASED
Shares229,676 from 240,433
Change-10,757 (-4%)
Value$12.5M (-$1.2M)
Filed 2026-10-13
Linscomb Wealth, Inc.
DECREASED
Shares228,652 from 232,749
Change-4,097 (-2%)
Value$12.4M (-$816.5K)
Filed 2026-11-05
Blume Capital Management, Inc.
DECREASED
Shares228,437 from 232,212
Change-3,775 (-2%)
Value$12.4M (-$797.6K)
Filed 2026-10-26
Thompson Investment Management, Inc.
DECREASED
Shares226,422 from 233,039
Change-6,617 (-3%)
Value$12.3M (-$954.4K)
Filed 2026-10-14
Chilton Capital Management LLC
INCREASED
Shares223,058 from 47,971
Change+175,087 (+365%)
Value$12.1M (+$9.4M)
Filed 2026-10-28
Xcel Wealth Management, LLC
DECREASED
Shares222,976 from 271,286
Change-48,310 (-18%)
Value$12.1M (-$3.3M)
Filed 2026-10-26
Sowell Financial Services LLC
DECREASED
Shares221,719 from 226,850
Change-5,131 (-2%)
Value$12.1M (-$857.7K)
Filed 2026-10-23
Goelzer Investment Management, Inc.
DECREASED
Shares221,202 from 221,564
Change-362 (0%)
Value$12.0M (-$584.7K)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares221,172 from 203,793
Change+17,379 (+9%)
Value$12.0M (+$426.3K)
Filed 2026-10-23
Tufton Capital Management
DECREASED
Shares220,882 from 223,305
Change-2,423 (-1%)
Value$12.0M (-$701.0K)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares220,588 from 226,467
Change-5,879 (-3%)
Value$12.0M (-$897.5K)
Filed 2026-10-27
Fagan Associates, Inc.
INCREASED
Shares219,376 from 212,504
Change+6,872 (+3%)
Value$11.9M (-$167.9K)
Filed 2026-10-13
First National Trust Co
INCREASED
Shares217,396 from 136,406
Change+80,990 (+59%)
Value$11.8M (+$4.1M)
Filed 2026-10-28
Northside Capital Management, LLC
DECREASED
Shares216,172 from 251,306
Change-35,134 (-14%)
Value$11.8M (-$2.6M)
Filed 2026-10-13
Central Trust Co
DECREASED
Shares213,399 from 217,715
Change-4,316 (-2%)
Value$11.6M (-$790.1K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares210,230 from 206,934
Change+3,296 (+2%)
Value$11.4M (-$348.3K)
Filed 2026-10-22
Access Investment Management LLC
UNCHANGED
Shares210,075 from 210,075
Change0 (0%)
Value$11.4M (-$535.7K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
DECREASED
Shares209,783 from 216,525
Change-6,742 (-3%)
Value$11.4M (-$919.1K)
Filed 2026-11-05
Boston Common Asset Management, LLC
DECREASED
Shares207,821 from 210,557
Change-2,736 (-1%)
Value$11.3M (-$685.8K)
Filed 2026-10-13
Leonteq Securities AG
INCREASED
Shares207,614 from 145,276
Change+62,338 (+43%)
Value$11.3M (+$3.0M)
Filed 2026-10-29
Laurel Wealth Advisors LLC
DECREASED
Shares207,016 from 208,341
Change-1,325 (-1%)
Value$11.3M (-$603.3K)
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares204,290 from 199,983
Change+4,307 (+2%)
Value$11.1M (-$275.5K)
Filed 2026-10-23
North Dakota State Investment Board
INCREASED
Shares202,520 from 195,293
Change+7,227 (+4%)
Value$11.0M (-$104.6K)
Filed 2026-10-27
Consolidated Investment Group LLC
UNCHANGED
Shares200,403 from 200,403
Change0 (0%)
Value$10.9M (-$511.0K)
Filed 2026-11-04
Yarbrough Capital, LLC
UNCHANGED
Shares198,705 from 198,705
Change0 (0%)
Value$10.8M (-$506.7K)
Filed 2026-10-19
CWA Asset Management Group, LLC
INCREASED
Shares198,389 from 186,197
Change+12,192 (+7%)
Value$10.8M (+$188.8K)
Filed 2026-10-19
Clearstead Advisors, LLC
INCREASED
Shares197,715 from 196,302
Change+1,413 (+1%)
Value$10.8M (-$423.8K)
Filed 2026-11-06
Channing Capital Management, LLC
DECREASED
Shares196,714 from 244,727
Change-48,013 (-20%)
Value$10.7M (-$3.2M)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares195,516 from 132,948
Change+62,568 (+47%)
Value$10.6M (+$3.1M)
Filed 2026-10-14
Bailard, Inc.
DECREASED
Shares195,035 from 196,263
Change-1,228 (-1%)
Value$10.6M (-$567.3K)
Filed 2026-10-13
Fusion Capital, LLC
INCREASED
Shares194,985 from 191,667
Change+3,318 (+2%)
Value$10.6M (-$308.2K)
Filed 2026-10-28
XML Financial, LLC
DECREASED
Shares193,617 from 195,580
Change-1,963 (-1%)
Value$10.5M (-$605.6K)
Filed 2026-10-29
First Financial Bank - Trust Division
DECREASED
Shares192,988 from 201,418
Change-8,430 (-4%)
Value$10.5M (-$972.5K)
Filed 2026-10-01
Prime Capital Investment Advisors, LLC
DECREASED
Shares192,806 from 211,693
Change-18,887 (-9%)
Value$10.5M (-$1.6M)
Filed 2026-10-20
Fisher Funds Management LTD
INCREASED
Shares192,734 from 162,734
Change+30,000 (+18%)
Value$10.5M (+$1.2M)
Filed 2026-10-13
Courier Capital LLC
INCREASED
Shares191,845 from 190,392
Change+1,453 (+1%)
Value$10.4M (-$406.5K)
Filed 2026-10-19
North Star Investment Management Corp.
INCREASED
Shares191,065 from 190,935
Change+130 (+0%)
Value$10.4M (-$479.8K)
Filed 2026-10-27
Roffman Miller Associates Inc
DECREASED
Shares190,268 from 208,120
Change-17,852 (-9%)
Value$10.4M (-$1.5M)
Filed 2026-10-19
Inspire Trust Co, N.A.
NEW
Shares190,000
Change+190,000
Value$10.3M
Filed 2026-11-05
Greatmark Investment Partners, Inc.
DECREASED
Shares187,136 from 187,686
Change-550 (0%)
Value$10.2M (-$508.5K)
Filed 2026-10-28
Wallington Asset Management, LLC
INCREASED
Shares186,658 from 186,283
Change+375 (+0%)
Value$10.2M (-$454.6K)
Filed 2026-11-04
Simplex Trading, LLC
NEW
Shares186,454
Change+186,454
Value$10.1M
Filed 2026-11-04
Searle & Co.
DECREASED
Shares186,323 from 189,073
Change-2,750 (-1%)
Value$10.1M (-$631.8K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares185,185 from 173,089
Change+12,096 (+7%)
Value$10.1M (+$217.0K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares184,012 from 175,459
Change+8,553 (+5%)
Value$10.0M (+$18.1K)
Filed 2026-10-08
Lockheed Martin Investment Management Co
DECREASED
Shares182,730 from 266,960
Change-84,230 (-32%)
Value$9.9M (-$5.3M)
Filed 2026-11-04
Neville Rodie & Shaw Inc
INCREASED
Shares179,918 from 178,708
Change+1,210 (+1%)
Value$9.8K (-$10.2M)
Filed 2026-10-05
Birch Hill Investment Advisors LLC
DECREASED
Shares177,625 from 178,425
Change-800 (0%)
Value$9.7M (-$498.5K)
Filed 2026-10-16
Stolper Co
INCREASED
Shares177,284 from 176,763
Change+521 (+0%)
Value$9.7M (-$422.0K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares176,029 from 172,020
Change+4,009 (+2%)
Value$9.6M (-$220.4K)
Filed 2026-10-16
Perryman Financial Advisory Inc
INCREASED
Shares174,860 from 174,545
Change+315 (+0%)
Value$9.5M (-$427.9K)
Filed 2026-10-16
Pavion Blue Capital, LLC
DECREASED
Shares173,559 from 184,029
Change-10,470 (-6%)
Value$9.4M (-$1.0M)
Filed 2026-11-05
Praxis Investment Management Inc
UNCHANGED
Shares173,310 from 173,310
Change0 (0%)
Value$9.4M (-$442.0K)
Filed 2026-11-03
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares172,047 from 167,251
Change+4,796 (+3%)
Value$9.4M (-$165.4K)
Filed 2026-11-03
Lmcg Investments, LLC
DECREASED
Shares171,908 from 174,600
Change-2,692 (-2%)
Value$9.4M (-$591.8K)
Filed 2026-10-21
Compound Planning, Inc.
INCREASED
Shares171,742 from 169,796
Change+1,946 (+1%)
Value$9.3M (-$327.1K)
Filed 2026-11-05
Parsons Capital Management Inc
INCREASED
Shares171,539 from 167,473
Change+4,066 (+2%)
Value$9.3M (-$205.7K)
Filed 2026-10-28
Leuthold Group, LLC
INCREASED
Shares171,333 from 156,480
Change+14,853 (+9%)
Value$9.3M (+$409.4K)
Filed 2026-11-04
NWF Advisory Services Inc.
DECREASED
Shares169,984 from 193,197
Change-23,213 (-12%)
Value$9.3M (-$1.8M)
Filed 2026-10-19
LEE Danner & Bass Inc
INCREASED
Shares168,953 from 168,008
Change+945 (+1%)
Value$9.2M (-$377.0K)
Filed 2026-10-27
Securian Asset Management, Inc
DECREASED
Shares168,925 from 173,491
Change-4,566 (-3%)
Value$9.2M (-$1.4M)
Filed 2026-11-06
Community Financial Services Group, LLC
DECREASED
Shares166,745 from 168,809
Change-2,064 (-1%)
Value$9.0M (-$892.5K)
Filed 2026-10-15
AlphaCore Capital LLC
INCREASED
Shares166,397 from 131,039
Change+35,358 (+27%)
Value$9.1M (+$1.6M)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
DECREASED
Shares165,736 from 166,144
Change-408 (0%)
Value$9.0M (-$445.9K)
Filed 2026-10-16
E. Ohman J:or Asset Management AB
DECREASED
Shares162,640 from 185,480
Change-22,840 (-12%)
Value$8.9M (-$1.7M)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
INCREASED
Shares159,496 from 154,719
Change+4,777 (+3%)
Value$8.7M (-$134.5K)
Filed 2026-10-13
M&G Plc
UNCHANGED
Shares157,413 from 157,413
Change0 (0%)
Value$8.5M (-$472.2K)
Filed 2026-11-04
Verum Partners LLC
DECREASED
Shares156,072 from 156,712
Change-640 (0%)
Value$8.5M (-$434.5K)
Filed 2026-10-21
Woodstock Corp
DECREASED
Shares155,632 from 157,842
Change-2,210 (-1%)
Value$8.5M (-$522.8K)
Filed 2026-10-13
Mystic Asset Management, Inc.
DECREASED
Shares155,396 from 158,781
Change-3,385 (-2%)
Value$8.5M (-$589.1K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
DECREASED
Shares154,483 from 154,571
Change-88 (0%)
Value$8.4M (-$399.2K)
Filed 2026-10-08
Smith Salley Wealth Management
DECREASED
Shares152,572 from 162,266
Change-9,694 (-6%)
Value$8.3M (-$941.4K)
Filed 2026-11-03
Community Bank of Raymore
INCREASED
Shares150,996 from 98,776
Change+52,220 (+53%)
Value$8.2M (+$2.6M)
Filed 2026-10-23
Masterinvest Kapitalanlage GmbH
INCREASED
Shares149,103 from 92,213
Change+56,890 (+62%)
Value$8.1M (+$2.9M)
Filed 2026-11-03
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares147,867 from 13,223
Change+134,644 (+1018%)
Value$8.0M (+$7.3M)
Filed 2026-10-20
Viewpoint Capital Management LLC
INCREASED
Shares147,424 from 126,494
Change+20,930 (+17%)
Value$8.0M (+$816.7K)
Filed 2026-10-27
Greenleaf Trust
DECREASED
Shares147,101 from 153,609
Change-6,508 (-4%)
Value$8.0M (-$745.9K)
Filed 2026-10-29
Philadelphia Trust Co
DECREASED
Shares146,733 from 186,311
Change-39,578 (-21%)
Value$8.0M (-$2.6M)
Filed 2026-11-05
Univest Financial Corp
DECREASED
Shares145,408 from 155,428
Change-10,020 (-6%)
Value$7.9M (-$941.7K)
Filed 2026-11-05
Brighton Jones LLC
INCREASED
Shares145,234 from 137,977
Change+7,257 (+5%)
Value$7.9M (+$43.1K)
Filed 2026-11-03
Level Four Advisory Services, LLC
DECREASED
Shares144,607 from 158,765
Change-14,158 (-9%)
Value$7.9M (-$1.2M)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED
Shares144,456 from 141,354
Change+3,102 (+2%)
Value$7.9M (-$192.3K)
Filed 2026-11-05
Hennessy Advisors Inc
DECREASED
Shares143,800 from 146,300
Change-2,500 (-2%)
Value$7.8M (-$509.1K)
Filed 2026-10-28
Griffith & Werner, Inc.
INCREASED
Shares143,106 from 137,933
Change+5,173 (+4%)
Value$7.8M (-$69.8K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares142,696 from 186,562
Change-43,866 (-24%)
Value$7.8M (-$2.9M)
Filed 2026-10-15
GHP Investment Advisors, Inc.
DECREASED
Shares142,628 from 144,706
Change-2,078 (-1%)
Value$7.8M (-$482.1K)
Filed 2026-10-15
Woodmont Investment Counsel LLC
INCREASED
Shares141,612 from 138,691
Change+2,921 (+2%)
Value$7.7M (-$194.7K)
Filed 2026-10-29
Lynch & Associates
DECREASED
Shares140,881 from 142,080
Change-1,199 (-1%)
Value$7.7M (-$427.5K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares140,872 from 157,908
Change-17,036 (-11%)
Value$7.7M (-$1.3M)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares140,644 from 114,822
Change+25,822 (+22%)
Value$7.7M (+$1.1M)
Filed 2026-10-27
Tema Etfs LLC
INCREASED
Shares139,026 from 136,391
Change+2,635 (+2%)
Value$7.6M (-$204.4K)
Filed 2026-10-16
Harbor Island Capital LLC
DECREASED
Shares138,507 from 145,981
Change-7,474 (-5%)
Value$7.5M (-$779.1K)
Filed 2026-10-23
Biltmore Family Office, LLC
INCREASED
Shares137,847 from 136,809
Change+1,038 (+1%)
Value$7.5M (-$292.3K)
Filed 2026-11-03
Northeast Investment Management
DECREASED
Shares136,808 from 138,621
Change-1,813 (-1%)
Value$7.4M (-$452.2K)
Filed 2026-10-30
Baldwin Wealth Partners LLC
DECREASED
Shares136,194 from 136,291
Change-97 (0%)
Value$7.4M (-$352.8K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares136,123 from 130,572
Change+5,551 (+4%)
Value$7.4M (-$79.8K)
Filed 2026-10-23
Kintegral Advisory, LLC
INCREASED
Shares135,304 from 134,540
Change+764 (+1%)
Value$7.4M (-$301.5K)
Filed 2026-10-16
Montag A & Associates Inc
DECREASED
Shares133,212 from 133,263
Change-51 (0%)
Value$7.3M (-$342.6K)
Filed 2026-10-29
Princeton Global Asset Management LLC
INCREASED
Shares133,067 from 132,375
Change+692 (+1%)
Value$7.2M (-$299.9K)
Filed 2026-10-21
Rose Capital Advisors LLC
INCREASED
Shares131,433 from 131,295
Change+138 (+0%)
Value$7.2M (-$327.3K)
Filed 2026-11-04
Dmkc Advisory Services, LLC
DECREASED
Shares130,141 from 185,096
Change-54,955 (-30%)
Value$7.1M (-$3.5M)
Filed 2026-11-04
Morguard Lincluden Global Investments Ltd
DECREASED
Shares130,093 from 133,646
Change-3,553 (-3%)
Value$7.1M (-$534.0K)
Filed 2026-10-28
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares128,910 from 128,910
Change0 (0%)
Value$7.0M (-$328.7K)
Filed 2026-11-06
Baugh & Associates, LLC
INCREASED
Shares128,396 from 119,218
Change+9,178 (+8%)
Value$6.3M (-$495.1K)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares127,984 from 104,730
Change+23,254 (+22%)
Value$7.0M (+$998.6K)
Filed 2026-10-23
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares126,415 from 126,460
Change-45 (0%)
Value$6.9M (-$324.9K)
Filed 2026-10-13
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares126,404 from 134,358
Change-7,954 (-6%)
Value$6.9M (-$773.0K)
Filed 2026-11-02
Principle Wealth Partners LLC
INCREASED
Shares126,324 from 124,832
Change+1,492 (+1%)
Value$6.9M (-$237.1K)
Filed 2026-11-02
Bretton Capital Management, LLC
UNCHANGED
Shares126,000 from 126,000
Change0 (0%)
Value$6.9M (-$321.3K)
Filed 2026-10-22
Hudson Capital Management LLC
DECREASED
Shares125,944 from 129,585
Change-3,641 (-3%)
Value$6.9M (-$528.6K)
Filed 2026-10-20
Moors & Cabot, Inc.
DECREASED
Shares125,421 from 126,214
Change-793 (-1%)
Value$6.8M (-$365.0K)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares124,504 from 115,983
Change+8,521 (+7%)
Value$6.8M (+$168.0K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
INCREASED
Shares123,094 from 121,497
Change+1,597 (+1%)
Value$6.7M (-$222.9K)
Filed 2026-10-13
Montgomery Investment Management Inc
INCREASED
Shares122,987 from 122,983
Change+4 (0%)
Value$6.7M (-$313.4K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares122,772 from 115,526
Change+7,246 (+6%)
Value$6.7M (+$99.8K)
Filed 2026-10-22
Gibraltar Capital Management, Inc.
DECREASED
Shares122,760 from 124,731
Change-1,971 (-2%)
Value$6.7M (-$425.3K)
Filed 2026-10-27
RPG Investment Advisory, LLC
DECREASED
Shares122,691 from 224,667
Change-101,976 (-45%)
Value$6.7M (-$6.1M)
Filed 2026-10-21
Thompson Siegel & Walmsley LLC
INCREASED
Shares122,610 from 121,675
Change+935 (+1%)
Value$6.7M (-$259.0K)
Filed 2026-11-05
Patrick M Sweeney & Associates, Inc
INCREASED
Shares120,586 from 120,513
Change+73 (+0%)
Value$6.6M (-$303.3K)
Filed 2026-10-22
Capital Asset Advisory Services LLC
DECREASED
Shares120,541 from 125,712
Change-5,171 (-4%)
Value$6.2M (-$1.0M)
Filed 2026-10-30
SteelPeak Wealth, LLC
DECREASED
Shares119,793 from 120,627
Change-834 (-1%)
Value$6.5M (-$353.0K)
Filed 2026-10-16
DCF Advisers, LLC
UNCHANGED
Shares119,500 from 119,500
Change0 (0%)
Value$6.5M (-$304.7K)
Filed 2026-11-04
Penobscot Investment Management Company, Inc.
DECREASED
Shares119,282 from 119,346
Change-64 (0%)
Value$6.5M (-$307.8K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares118,903 from 108,963
Change+9,940 (+9%)
Value$6.5M (+$263.2K)
Filed 2026-10-23
Shikiar Asset Management Inc
DECREASED
Shares118,720 from 119,595
Change-875 (-1%)
Value$6.5M (-$353.0K)
Filed 2026-10-20
Asset Planning Services Inc
DECREASED
Shares118,200 from 118,525
Change-325 (0%)
Value$6.4M (-$321.0K)
Filed 2026-10-15
Meridian Investment Counsel Inc.
INCREASED
Shares118,173 from 113,224
Change+4,949 (+4%)
Value$6.4M (-$19.3K)
Filed 2026-10-14
WoodTrust Financial Corp
DECREASED
Shares118,110 from 119,074
Change-964 (-1%)
Value$6.4M (-$356.0K)
Filed 2026-10-09
Strategic Blueprint, LLC
INCREASED
Shares116,875 from 116,690
Change+185 (+0%)
Value$6.4M (-$287.5K)
Filed 2026-10-22
Ascent Group, LLC
DECREASED
Shares115,756 from 125,408
Change-9,652 (-8%)
Value$6.3M (-$845.1K)
Filed 2026-10-30
GC Wealth Management RIA, LLC
DECREASED
Shares115,189 from 115,603
Change-414 (0%)
Value$6.3M (-$317.3K)
Filed 2026-11-02
Altrius Capital Management Inc
INCREASED
Shares114,475 from 111,404
Change+3,071 (+3%)
Value$6.2M (-$116.9K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares114,252 from 110,965
Change+3,287 (+3%)
Value$6.2M (-$104.1K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares114,118 from 89,919
Change+24,199 (+27%)
Value$6.2M (+$1.0M)
Filed 2026-10-13
Hoey Investments, Inc
INCREASED
Shares113,964 from 111,641
Change+2,323 (+2%)
Value$6.2M (-$158.2K)
Filed 2026-10-29
Philip James Wealth Mangement, LLC
DECREASED
Shares113,712 from 128,412
Change-14,700 (-11%)
Value$6.2M (-$1.1M)
Filed 2026-10-27
Means Investment Co., Inc.
DECREASED
Shares112,887 from 115,647
Change-2,760 (-2%)
Value$6.1M (-$445.2K)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares112,142 from 114,070
Change-1,928 (-2%)
Value$6.1M (-$395.8K)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares111,790 from 104,998
Change+6,792 (+6%)
Value$6.1M (+$101.9K)
Filed 2026-10-26
Hoertkorn Richard Charles
DECREASED
Shares111,637 from 111,887
Change-250 (0%)
Value$6.1M (-$298.9K)
Filed 2026-11-04
Inlet Private Wealth, LLC
UNCHANGED
Shares110,919 from 110,919
Change0 (0%)
Value$6.0M (-$282.8K)
Filed 2026-10-21
Greenwood Capital Associates LLC
DECREASED
Shares110,468 from 113,044
Change-2,576 (-2%)
Value$6.0M (-$428.5K)
Filed 2026-10-27
Chicago Trust Co NA
DECREASED
Shares110,460 from 111,611
Change-1,151 (-1%)
Value$6.0M (-$347.3K)
Filed 2026-10-28
Embree Financial Group
INCREASED
Shares110,202 from 109,755
Change+447 (+0%)
Value$6.0M (-$255.5K)
Filed 2026-10-22
Vision Capital Management, Inc.
INCREASED
Shares110,153 from 108,417
Change+1,736 (+2%)
Value$6.0M (-$182.0K)
Filed 2026-10-20
Verdence Capital Advisors LLC
INCREASED
Shares109,770 from 108,615
Change+1,155 (+1%)
Value$6.0M (-$214.1K)
Filed 2026-10-26
Fulton Bank, N.A.
DECREASED
Shares109,419 from 110,171
Change-752 (-1%)
Value$6.0M (-$321.9K)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
INCREASED
Shares109,366 from 98,482
Change+10,884 (+11%)
Value$6.0M (+$341.3K)
Filed 2026-10-07
International Assets Investment Management, LLC
DECREASED
Shares108,744 from 335,120
Change-226,376 (-68%)
Value$5.8M (-$1.1M)
Filed 2026-11-02
Genus Capital Management Inc.
INCREASED
Shares108,530 from 102,080
Change+6,450 (+6%)
Value$5.9M (+$90.8K)
Filed 2026-11-04
Letson Investment Management, Inc.
INCREASED
Shares108,173 from 107,967
Change+206 (+0%)
Value$5.9M (-$264.1K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares108,167 from 251,375
Change-143,208 (-57%)
Value$5.9M (-$8.4M)
Filed 2026-10-21
Harbor Capital Advisors, Inc.
DECREASED
Shares107,590 from 107,831
Change-241 (0%)
Value$5.9M (-$288.0K)
Filed 2026-10-22
Morangie Management LLC
DECREASED
Shares107,293 from 107,797
Change-504 (0%)
Value$5.8M (-$302.4K)
Filed 2026-10-15
Boit C F David
UNCHANGED
Shares107,198 from 107,198
Change0 (0%)
Value$5.8M (-$273.4K)
Filed 2026-10-29
Carret Asset Management, LLC
DECREASED
Shares106,542 from 107,392
Change-850 (-1%)
Value$5.8M (-$320.1K)
Filed 2026-11-04
Patton Albertson Miller Group, LLC
INCREASED
Shares106,530 from 105,857
Change+673 (+1%)
Value$5.8M (-$233.3K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares106,464 from 92,684
Change+13,780 (+15%)
Value$5.8M (+$518.3K)
Filed 2026-10-30
Vestor Capital, LLC
INCREASED
Shares106,235 from 513
Change+105,722 (+20609%)
Value$16.8K (+$16.6K)
Filed 2026-11-04
BAR Harbor Wealth Management
INCREASED
Shares106,034 from 105,936
Change+98 (+0%)
Value$5.8M (-$264.8K)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares105,947 from 85,462
Change+20,485 (+24%)
Value$5.8M (+$897.1K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares105,515 from 67,059
Change+38,456 (+57%)
Value$5.7M (+$1.9M)
Filed 2026-10-28
Plancorp, LLC
INCREASED
Shares104,664 from 101,568
Change+3,096 (+3%)
Value$5.2M (-$809.1K)
Filed 2026-11-03
Fulcrum Asset Management LLP
INCREASED
Shares103,307 from 87,717
Change+15,590 (+18%)
Value$5.7M (+$600.7K)
Filed 2026-11-04
Neumann Capital Management, LLC
NEW
Shares103,111
Change+103,111
Value$5.6M
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares102,897 from 102,532
Change+365 (+0%)
Value$5.6M (-$241.6K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
DECREASED
Shares102,757 from 105,423
Change-2,666 (-3%)
Value$5.6M (-$414.0K)
Filed 2026-11-03
Y.D. More Investments Ltd
INCREASED
Shares102,053 from 22,295
Change+79,758 (+358%)
Value$5.6M (+$4.3M)
Filed 2026-11-02
Scott & Selber, Inc.
DECREASED
Shares101,669 from 101,768
Change-99 (0%)
Value$5.5M (-$264.9K)
Filed 2026-10-21
Legacy Private Trust Co.
DECREASED
Shares100,235 from 103,120
Change-2,885 (-3%)
Value$5.5M (-$420.0K)
Filed 2026-10-06
Oliver Luxxe Assets LLC
DECREASED
Shares99,995 from 109,812
Change-9,817 (-9%)
Value$5.4M (-$814.4K)
Filed 2026-10-14
Hardin Capital Partners, LLC
DECREASED
Shares99,362 from 106,869
Change-7,507 (-7%)
Value$5.4M (-$693.4K)
Filed 2026-10-09
Weinberger Asset Management, Inc
INCREASED
Shares99,028 from 98,910
Change+118 (+0%)
Value$5.4M (-$737.4K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED
Shares98,349 from 96,320
Change+2,029 (+2%)
Value$5.4M (-$135.1K)
Filed 2026-10-08
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares97,000 from 97,000
Change0 (0%)
Value$5.3M (-$247.4K)
Filed 2026-10-22
Caldwell Trust Co
INCREASED
Shares96,957 from 87,207
Change+9,750 (+11%)
Value$5.3M (+$308.3K)
Filed 2026-10-30
Myriad Asset Management Advisors LLC
INCREASED
Shares96,371 from 83,022
Change+13,349 (+16%)
Value$5.2M (+$514.0K)
Filed 2026-11-03
Argyle Capital Management, LLC
DECREASED
Shares94,717 from 95,042
Change-325 (0%)
Value$5.2M (-$260.0K)
Filed 2026-10-28
Cullinan Associates Inc
DECREASED
Shares94,569 from 134,769
Change-40,200 (-30%)
Value$5.1M (-$2.5M)
Filed 2026-11-03
Phraction Management LLC
DECREASED
Shares94,130 from 95,835
Change-1,705 (-2%)
Value$5.1M (-$337.2K)
Filed 2026-10-14
Provident Living Financial Services, Inc.
DECREASED
Shares93,887 from 94,874
Change-987 (-1%)
Value$4.7M (-$710.6K)
Filed 2026-11-03
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares92,924 from 95,494
Change-2,570 (-3%)
Value$5.1M (-$383.4K)
Filed 2026-10-06
Victrix Investment Advisors
INCREASED
Shares92,921 from 91,267
Change+1,654 (+2%)
Value$5.1M (-$142.7K)
Filed 2026-10-13
Parcion Private Wealth LLC
INCREASED
Shares91,965 from 86,285
Change+5,680 (+7%)
Value$5.0M (+$89.1K)
Filed 2026-10-28
Meitav Investment House LTD
INCREASED
Shares91,713 from 86,721
Change+4,992 (+6%)
Value$5.0M (+$50.2K)
Filed 2026-10-28
Focused Wealth Management, Inc
DECREASED
Shares91,495 from 93,466
Change-1,971 (-2%)
Value$5.0M (-$345.6K)
Filed 2026-10-30
Cohen Investment Advisors LLC
INCREASED
Shares91,280 from 90,914
Change+366 (+0%)
Value$5.0M (-$211.9K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares91,189 from 101,158
Change-9,969 (-10%)
Value$5.0M (-$800.5K)
Filed 2026-10-13
Gables Capital Management Inc.
DECREASED
Shares90,576 from 90,951
Change-375 (0%)
Value$4.9M (-$252.3K)
Filed 2026-11-04
Wright Investors Service Inc
DECREASED
Shares89,522 from 91,699
Change-2,177 (-2%)
Value$4.9M (-$352.3K)
Filed 2026-11-02
Norden Group LLC
DECREASED
Shares89,124 from 94,034
Change-4,910 (-5%)
Value$4.9M (-$507.1K)
Filed 2026-10-20
Gold Investment Management Ltd.
INCREASED
Shares88,879 from 88,802
Change+77 (+0%)
Value$4.8M (-$222.3K)
Filed 2026-10-19
Rayburn West Financial Services LLC
DECREASED
Shares88,697 from 90,258
Change-1,561 (-2%)
Value$4.8M (-$310.8K)
Filed 2026-11-03
Summit Global Investments
INCREASED
Shares88,286 from 67,455
Change+20,831 (+31%)
Value$4.8M (+$961.0K)
Filed 2026-10-28
Plimoth Trust Co LLC
DECREASED
Shares87,999 from 88,169
Change-170 (0%)
Value$4.8M (-$234.1K)
Filed 2026-10-26
Fideuram Asset Management (Ireland) dac
DECREASED
Shares87,558 from 148,339
Change-60,781 (-41%)
Value$5.3M (-$3.0M)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares87,510 from 83,598
Change+3,912 (+5%)
Value$4.8M (-$225)
Filed 2026-10-20
American Assets Inc
UNCHANGED
Shares87,500 from 87,500
Change0 (0%)
Value$4.8M (-$223.1K)
Filed 2026-10-30
Iowa State Bank
DECREASED
Shares87,389 from 93,739
Change-6,350 (-7%)
Value$4.8M (-$584.7K)
Filed 2026-10-06
Trust Co of Vermont
DECREASED
Shares87,231 from 89,994
Change-2,763 (-3%)
Value$4.7M (-$379.9K)
Filed 2026-10-21
Eulav Asset Management
UNCHANGED
Shares87,000 from 87,000
Change0 (0%)
Value$4.7M (-$221.9K)
Filed 2026-10-23
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares86,282 from 86,282
Change0 (0%)
Value$4.9M ($0)
Filed 2026-10-15
Lazari Capital Management, Inc.
DECREASED
Shares85,600 from 88,237
Change-2,637 (-3%)
Value$4.7M (-$368.5K)
Filed 2026-10-20
Glass Wealth Management Co LLC
DECREASED
Shares85,450 from 85,515
Change-65 (0%)
Value$4.7M (-$221.6K)
Filed 2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED
Shares85,358 from 68,125
Change+17,233 (+25%)
Value$4.6M (+$764.3K)
Filed 2026-10-14
Jefferies Financial Group Inc.
DECREASED
Shares85,018 from 162,381
Change-77,363 (-48%)
Value$4.6M (-$4.6M)
Filed 2026-11-05
Kornitzer Capital Management Inc
DECREASED
Shares83,947 from 83,958
Change-11 (0%)
Value$4.6M (-$214.7K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
INCREASED
Shares83,934 from 81,187
Change+2,747 (+3%)
Value$4.6M (-$57.5K)
Filed 2026-10-13
Wedmont Private Capital
INCREASED
Shares83,818 from 76,386
Change+7,432 (+10%)
Value$4.5M (-$64.5K)
Filed 2026-10-09
Investment House LLC
DECREASED
Shares83,588 from 92,248
Change-8,660 (-9%)
Value$4.5M (-$706.6K)
Filed 2026-10-21
Mengis Capital Management, Inc.
DECREASED
Shares83,168 from 84,217
Change-1,049 (-1%)
Value$4.5M (-$271.9K)
Filed 2026-10-13
Modera Wealth Management, LLC
INCREASED
Shares83,093 from 77,360
Change+5,733 (+7%)
Value$4.5M (+$114.8K)
Filed 2026-10-28
Cordatus Wealth Management LLC
DECREASED
Shares83,081 from 83,900
Change-819 (-1%)
Value$4.5M (-$258.5K)
Filed 2026-10-19
Culbertson A N & Co Inc
UNCHANGED
Shares82,474 from 82,474
Change0 (0%)
Value$4.5M (-$210.3K)
Filed 2026-10-21
Brick & Kyle, Associates
DECREASED
Shares82,446 from 82,761
Change-315 (0%)
Value$4.5M (+$452.9K)
Filed 2026-11-05
Capital Investment Counsel, Inc
DECREASED
Shares82,323 from 83,569
Change-1,246 (-1%)
Value$4.5M (-$280.9K)
Filed 2026-10-20
Baker Avenue Asset Management, LP
INCREASED
Shares81,839 from 75,279
Change+6,560 (+9%)
Value$4.5M (+$165.1K)
Filed 2026-11-06
Wernau Asset Management Inc.
DECREASED
Shares81,755 from 82,955
Change-1,200 (-1%)
Value$4.4M (-$276.9K)
Filed 2026-10-19
First Business Financial Services, Inc.
INCREASED
Shares81,239 from 80,030
Change+1,209 (+2%)
Value$4.4M (-$138.3K)
Filed 2026-10-29
Nilsine Partners, LLC
DECREASED
Shares80,844 from 81,096
Change-252 (0%)
Value$4.4M (-$220.5K)
Filed 2026-11-02
Perpetual Ltd
DECREASED
Shares80,839 from 82,716
Change-1,877 (-2%)
Value$4.4M (-$313.1K)
Filed 2026-10-13
Private Management Group Inc
INCREASED
Shares80,603 from 80,519
Change+84 (+0%)
Value$4.4M (-$200.8K)
Filed 2026-11-04
Prudent Man Advisors, LLC
DECREASED
Shares79,906 from 82,785
Change-2,879 (-3%)
Value$4.3M (-$367.8K)
Filed 2026-11-03
TD Private Client Wealth LLC
DECREASED
Shares79,623 from 82,250
Change-2,627 (-3%)
Value$4.3M (-$352.7K)
Filed 2026-10-28
David J Yvars Group
DECREASED
Shares79,413 from 84,060
Change-4,647 (-6%)
Value$4.3M (-$467.3K)
Filed 2026-10-09
Park National Corp
INCREASED
Shares79,044 from 65,576
Change+13,468 (+21%)
Value$4.3M (+$565.9K)
Filed 2026-10-05
Krilogy Financial LLC
DECREASED
Shares78,959 from 84,273
Change-5,314 (-6%)
Value$4.3M (-$492.3K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
INCREASED
Shares78,499 from 78,179
Change+320 (+0%)
Value$4.3M (-$182.0K)
Filed 2026-11-06
SeaBridge Investment Advisors LLC
INCREASED
Shares78,434 from 75,119
Change+3,315 (+4%)
Value$4.3M (-$11.1K)
Filed 2026-11-02
Columbia Bank
INCREASED
Shares78,222 from 76,897
Change+1,325 (+2%)
Value$4.3M (-$124.0K)
Filed 2026-10-29
Processus Wealth & Capital Management, LLC
DECREASED
Shares78,021 from 78,518
Change-497 (-1%)
Value$4.2M (-$227.2K)
Filed 2026-10-16
Delta Capital Management LLC
INCREASED
Shares77,770 from 73,580
Change+4,190 (+6%)
Value$4.2M (+$40.0K)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED
Shares77,656 from 78,275
Change-619 (-1%)
Value$4.2M (-$233.3K)
Filed 2026-11-05
Peddock Capital Advisors, LLC
DECREASED
Shares76,946 from 77,672
Change-726 (-1%)
Value$4.2M (-$237.6K)
Filed 2026-10-16
Grove Bank & Trust
DECREASED
Shares76,931 from 77,031
Change-100 (0%)
Value$4.2M (-$201.9K)
Filed 2026-10-08
apricus wealth, LLC
DECREASED
Shares76,750 from 78,635
Change-1,885 (-2%)
Value$4.2M (-$303.1K)
Filed 2026-10-26
Ironsides Asset Advisors, LLC
DECREASED
Shares76,705 from 93,305
Change-16,600 (-18%)
Value$4.2M (-$1.1M)
Filed 2026-10-20
CV Advisors LLC
UNCHANGED
Shares76,674 from 76,674
Change0 (0%)
Value$4.2M (-$195.5K)
Filed 2026-10-13
AMI Investment Management Inc
DECREASED
Shares76,327 from 79,036
Change-2,709 (-3%)
Value$4.2M (-$349.0K)
Filed 2026-10-27
Lyell Wealth Management, LP
INCREASED
Shares76,030 from 75,268
Change+762 (+1%)
Value$4.1M (-$150.5K)
Filed 2026-10-30
Patten & Patten Inc
DECREASED
Shares75,943 from 76,213
Change-270 (0%)
Value$4.1M (-$209.0K)
Filed 2026-10-26
Frank, Rimerman Advisors LLC
DECREASED
Shares75,859 from 75,870
Change-11 (0%)
Value$4.1M (-$194.1K)
Filed 2026-10-16
Cidel Asset Management Inc
DECREASED
Shares75,795 from 77,057
Change-1,262 (-2%)
Value$4.1M (-$265.2K)
Filed 2026-10-29
Donoghue Forlines LLC
NEW
Shares74,211
Change+74,211
Value$4.0M
Filed 2026-11-02
Adell Harriman & Carpenter Inc
INCREASED
Shares73,294 from 71,594
Change+1,700 (+2%)
Value$4.0M (-$90.0K)
Filed 2026-11-02
Mount Vernon Associates Inc
DECREASED
Shares73,119 from 76,419
Change-3,300 (-4%)
Value$4.0M (-$374.0K)
Filed 2026-10-26
Trust Asset Management LLC
DECREASED
Shares73,071 from 73,300
Change-229 (0%)
Value$4.0M (-$199.4K)
Filed 2026-11-03
Samalin Investment Counsel, LLC
INCREASED
Shares72,860 from 72,309
Change+551 (+1%)
Value$4.0M (-$154.4K)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares72,784 from 73,026
Change-242 (0%)
Value$4.0M (-$199.4K)
Filed 2026-10-23
Nicholas Hoffman & Company, Llc.
DECREASED
Shares72,767 from 75,217
Change-2,450 (-3%)
Value$4.0M (-$325.1K)
Filed 2026-10-30
Integrity Alliance, Llc.
INCREASED
Shares72,426 from 71,827
Change+599 (+1%)
Value$3.9M (-$150.6K)
Filed 2026-10-29
Massachusetts Wealth Management
DECREASED
Shares72,300 from 75,790
Change-3,490 (-5%)
Value$3.9M (-$383.2K)
Filed 2026-10-21
Beaumont Financial Advisors, LLC
INCREASED
Shares72,257 from 71,882
Change+375 (+1%)
Value$3.9M (-$162.9K)
Filed 2026-10-22
Generali Investments, Management Co LLC
INCREASED
Shares72,224 from 71,845
Change+379 (+1%)
Value$3.9M (-$162.6K)
Filed 2026-10-19
Premier Path Wealth Partners, LLC
INCREASED
Shares72,174 from 66,237
Change+5,937 (+9%)
Value$3.9M (+$154.2K)
Filed 2026-10-16
Hixon Zuercher, LLC
DECREASED
Shares71,827 from 72,756
Change-929 (-1%)
Value$3.9M (-$236.1K)
Filed 2026-10-13
Chemistry Wealth Management LLC
DECREASED
Shares71,825 from 73,467
Change-1,642 (-2%)
Value$3.9M (-$276.7K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares71,778 from 66,944
Change+4,834 (+7%)
Value$3.6M (-$473.3K)
Filed 2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares71,570 from 70,785
Change+785 (+1%)
Value$3.9M (-$137.8K)
Filed 2026-10-21
Fiduciary Alliance LLC
INCREASED
Shares71,286 from 63,958
Change+7,328 (+11%)
Value$3.9M (+$235.8K)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares70,879 from 69,160
Change+1,719 (+2%)
Value$3.9M (-$82.8K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares70,701 from 68,900
Change+1,801 (+3%)
Value$3.8M (-$77.7K)
Filed 2026-10-21
West Branch Capital LLC
INCREASED
Shares70,644 from 68,473
Change+2,171 (+3%)
Value$3.8M (-$56.4K)
Filed 2026-10-20
Avior Wealth Management, LLC
DECREASED
Shares70,533 from 79,071
Change-8,538 (-11%)
Value$3.8M (-$666.3K)
Filed 2026-10-13
Raab & Moskowitz Asset Management LLC
DECREASED
Shares70,332 from 72,754
Change-2,422 (-3%)
Value$3.8M (-$317.4K)
Filed 2026-11-02
Shrier Wealth Management, LLC
DECREASED
Shares70,330 from 71,409
Change-1,079 (-2%)
Value$3.8M (-$240.8K)
Filed 2026-10-20
SS&H Financial Advisors, Inc.
DECREASED
Shares70,283 from 70,483
Change-200 (0%)
Value$3.8M (-$190.0K)
Filed 2026-10-28
Bdf-Gestion
DECREASED
Shares70,184 from 101,621
Change-31,437 (-31%)
Value$3.8M (+$2.4M)
Filed 2026-10-19
Pacifica Partners Inc.
DECREASED
Shares69,724 from 92,688
Change-22,964 (-25%)
Value$3.7M (-$1.7M)
Filed 2026-10-09
Cornerstone Planning, LLC
INCREASED
Shares69,652 from 18,018
Change+51,634 (+287%)
Value$3.9M (+$2.9M)
Filed 2026-10-27
Koshinski Asset Management, Inc.
DECREASED
Shares69,568 from 70,306
Change-738 (-1%)
Value$3.8M (-$219.5K)
Filed 2026-10-29
Paradigm Asset Management Co LLC
DECREASED
Shares69,550 from 82,650
Change-13,100 (-16%)
Value$3.8M (-$923.8K)
Filed 2026-11-05
BG Investment Services, LLC
INCREASED
Shares69,494 from 10,307
Change+59,187 (+574%)
Value$3.8M (+$3.2M)
Filed 2026-10-23
Moneco Advisors, LLC
DECREASED
Shares69,230 from 74,319
Change-5,089 (-7%)
Value$3.8M (-$466.5K)
Filed 2026-11-05
CenterBook Partners LP
NEW
Shares68,878
Change+68,878
Value$3.7M
Filed 2026-11-02
Moody National Bank Trust Division
DECREASED
Shares68,446 from 70,287
Change-1,841 (-3%)
Value$3.7M (-$279.4K)
Filed 2026-10-06
Joel Isaacson & Co., LLC
INCREASED
Shares68,239 from 66,313
Change+1,926 (+3%)
Value$3.7M (-$64.3K)
Filed 2026-11-05
ZWJ Investment Counsel Inc
DECREASED
Shares68,210 from 68,399
Change-189 (0%)
Value$3.7M (-$184.7K)
Filed 2026-10-15
OmniStar Financial Group, Inc.
DECREASED
Shares67,971 from 72,099
Change-4,128 (-6%)
Value$3.7M (-$408.6K)
Filed 2026-10-26
ProVise Management Group, LLC
DECREASED
Shares66,579 from 70,518
Change-3,939 (-6%)
Value$3.6M (-$394.2K)
Filed 2026-11-06
Gilliland Jeter Wealth Management LLC
INCREASED
Shares65,698 from 65,634
Change+64 (+0%)
Value$3.6M (-$163.9K)
Filed 2026-10-28
American State Bank (Iowa)
INCREASED
Shares65,686 from 63,987
Change+1,699 (+3%)
Value$3.6M (-$70.7K)
Filed 2026-11-03
Abacus Planning Group, Inc.
INCREASED
Shares64,758 from 64,583
Change+175 (+0%)
Value$3.5M (-$155.2K)
Filed 2026-11-02
Lighthouse Financial Services Inc
INCREASED
Shares64,754 from 64,614
Change+140 (+0%)
Value$3.5M (-$246.3K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares64,617 from 64,609
Change+8 (+0%)
Value$3.5M (-$164.3K)
Filed 2026-11-04
Accurate Wealth Management, LLC
INCREASED
Shares64,123 from 54,107
Change+10,016 (+19%)
Value$3.5M (+$234.6K)
Filed 2026-10-20
GLP Holdings Lllp
UNCHANGED
Shares63,728 from 63,728
Change0 (0%)
Value$3.5M (-$162.4K)
Filed 2026-10-02
MCF Advisors LLC
DECREASED
Shares63,677 from 64,618
Change-941 (-1%)
Value$3.5M (-$216.0K)
Filed 2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED
Shares63,452 from 61,243
Change+2,209 (+4%)
Value$3.5M (-$35.9K)
Filed 2026-10-13
Kathmere Capital Management, LLC
INCREASED
Shares63,329 from 59,698
Change+3,631 (+6%)
Value$3.4M (+$45.4K)
Filed 2026-10-20
Family Legacy, Inc.
INCREASED
Shares63,044 from 60,758
Change+2,286 (+4%)
Value$3.4M (-$30.5K)
Filed 2026-10-13
Harbour Capital Advisors, LLC
DECREASED
Shares62,883 from 63,333
Change-450 (-1%)
Value$3.4M (-$356.4K)
Filed 2026-10-13
Chemung Canal Trust Co
DECREASED
Shares62,622 from 63,033
Change-411 (-1%)
Value$3.4M (-$183.1K)
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares62,123 from 58,418
Change+3,705 (+6%)
Value$3.4M (+$52.7K)
Filed 2026-10-28
Profund Advisors LLC
INCREASED
Shares62,051 from 56,560
Change+5,491 (+10%)
Value$3.4M (+$154.6K)
Filed 2026-10-29
Lakewood Asset Management LLC
INCREASED
Shares61,695 from 59,440
Change+2,255 (+4%)
Value$3.4M (-$28.8K)
Filed 2026-10-26
AGP Franklin, LLC
INCREASED
Shares61,443 from 60,903
Change+540 (+1%)
Value$3.3M (-$125.9K)
Filed 2026-11-04
Triangle Securities Wealth Management
DECREASED
Shares61,315 from 64,206
Change-2,891 (-4%)
Value$3.3M (-$321.1K)
Filed 2026-10-14
Cigna Investments Inc
DECREASED
Shares60,666 from 62,517
Change-1,851 (-3%)
Value$3.3M (-$260.0K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares60,598 from 58,640
Change+1,958 (+3%)
Value$3.3M (-$43.0K)
Filed 2026-10-27
Simon Quick Advisors, LLC
DECREASED
Shares60,473 from 513,385
Change-452,912 (-88%)
Value$3.3M (-$26.0M)
Filed 2026-10-26
Asio Capital, LLC
DECREASED
Shares60,256 from 99,835
Change-39,579 (-40%)
Value$3.3M (-$2.4M)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares59,800 from 63,587
Change-3,787 (-6%)
Value$3.3M (-$368.3K)
Filed 2026-10-15
GAM Holding AG
DECREASED
Shares59,499 from 66,056
Change-6,557 (-10%)
Value$3.2M (-$525.3K)
Filed 2026-11-03
Hartford Financial Management Inc.
INCREASED
Shares59,382 from 59,307
Change+75 (+0%)
Value$3.2M (-$147.1K)
Filed 2026-10-21
M Holdings Securities, Inc.
NEW
Shares59,321
Change+59,321
Value$3.0K
Filed 2026-11-03
LVW Advisors, LLC
INCREASED
Shares59,079 from 53,203
Change+5,876 (+11%)
Value$3.2M (+$184.2K)
Filed 2026-10-19
LJI Wealth Management, LLC
DECREASED
Shares58,973 from 60,785
Change-1,812 (-3%)
Value$3.2M (-$253.6K)
Filed 2026-10-28
Shepherd Financial Partners LLC
DECREASED
Shares58,845 from 59,738
Change-893 (-1%)
Value$3.2M (-$201.0K)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
DECREASED
Shares58,672 from 59,718
Change-1,046 (-2%)
Value$3.2M (-$209.2K)
Filed 2026-10-30
Tritonpoint Wealth, LLC
DECREASED
Shares58,581 from 59,168
Change-587 (-1%)
Value$3.2M (-$182.8K)
Filed 2026-10-19
Seven Hills Financial, LLC
NEW
Shares58,299
Change+58,299
Value$3.2M
Filed 2026-10-13
Alps Advisors Inc
DECREASED
Shares58,049 from 60,700
Change-2,651 (-4%)
Value$3.2M (-$299.1K)
Filed 2026-11-03
Alkeme Wealth, LLC
DECREASED
Shares57,947 from 63,437
Change-5,490 (-9%)
Value$3.2M (-$460.6K)
Filed 2026-10-08
Secure Asset Management, LLC
DECREASED
Shares57,942 from 59,880
Change-1,938 (-3%)
Value$3.2M (-$258.2K)
Filed 2026-10-19
TrinityBridge Ltd
UNCHANGED
Shares57,839 from 57,839
Change0 (0%)
Value$3.1M (-$147.0K)
Filed 2026-10-30
NBT Bank, N.A.
DECREASED
Shares57,694 from 61,046
Change-3,352 (-5%)
Value$3.1M (-$338.1K)
Filed 2026-10-21
Calamos Wealth Management LLC
DECREASED
Shares57,592 from 57,668
Change-76 (0%)
Value$3.1M (-$151.2K)
Filed 2026-11-02
Precedent Wealth Partners, LLC
INCREASED
Shares57,523 from 52,315
Change+5,208 (+10%)
Value$3.1M (+$150.1K)
Filed 2026-10-21
World Equity Group, Inc.
DECREASED
Shares57,182 from 59,384
Change-2,202 (-4%)
Value$3.1M (-$264.3K)
Filed 2026-10-14
Arrow Financial Corp
DECREASED
Shares57,043 from 60,482
Change-3,439 (-6%)
Value$3.1M (-$341.4K)
Filed 2026-10-26
Beacon Bank & Trust
DECREASED
Shares56,968 from 60,870
Change-3,902 (-6%)
Value$3.1M (-$367.6K)
Filed 2026-10-27
Temasek Holdings (Private) Ltd
DECREASED
Shares56,927 from 173,972
Change-117,045 (-67%)
Value$3.1M (-$6.8M)
Filed 2026-10-28
Burton Enright Welch
INCREASED
Shares56,451 from 53,573
Change+2,878 (+5%)
Value$3.1M (+$20.0K)
Filed 2026-11-04
Compton Wealth Advisory Group, LLC
INCREASED
Shares56,348 from 54,860
Change+1,488 (+3%)
Value$3.0M (-$174.0K)
Filed 2026-10-13
HBK Sorce Advisory LLC
DECREASED
Shares56,183 from 57,045
Change-862 (-2%)
Value$2.8M (-$812.4K)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares56,135 from 57,576
Change-1,441 (-2%)
Value$3.1M (-$225.3K)
Filed 2026-10-14
Aviso Wealth Management
DECREASED
Shares56,111 from 56,612
Change-501 (-1%)
Value$3.1M (-$171.7K)
Filed 2026-11-04
Portside Wealth Group, LLC
DECREASED
Shares55,988 from 61,540
Change-5,552 (-9%)
Value$3.0M (-$459.1K)
Filed 2026-10-20
Poehling Capital Management, Inc.
DECREASED
Shares55,946 from 56,354
Change-408 (-1%)
Value$3.0M (-$165.9K)
Filed 2026-10-20
Birch Financial Group, LLC
DECREASED
Shares55,852 from 56,008
Change-156 (0%)
Value$3.0M (-$151.3K)
Filed 2026-10-27
SevenBridge Financial Group, LLC
DECREASED
Shares55,530 from 57,568
Change-2,038 (-4%)
Value$2.8M (-$824.6K)
Filed 2026-10-26
Landmark Wealth Management, LLC
UNCHANGED
Shares55,189 from 55,189
Change0 (0%)
Value$3.0M (-$140.7K)
Filed 2026-11-03
Skylands Capital, LLC
DECREASED
Shares55,080 from 55,280
Change-200 (0%)
Value$3.0M (-$151.9K)
Filed 2026-10-21
Claro Advisors Inc.
INCREASED
Shares54,938 from 48,271
Change+6,667 (+14%)
Value$3.0M (+$239.8K)
Filed 2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares54,908 from 55,312
Change-404 (-1%)
Value$3.0M (-$163.0K)
Filed 2026-10-23
Ullmann Wealth Partners Group, LLC
DECREASED
Shares54,750 from 56,110
Change-1,360 (-2%)
Value$3.0M (-$217.1K)
Filed 2026-11-02
HCR Wealth Advisors
INCREASED
Shares54,667 from 53,993
Change+674 (+1%)
Value$3.0M (-$101.0K)
Filed 2026-10-15
Fiduciary Family Office, LLC
INCREASED
Shares54,332 from 50,989
Change+3,343 (+7%)
Value$3.0M (+$51.9K)
Filed 2026-11-04
Quadcap Wealth Management, LLC
DECREASED
Shares54,182 from 55,691
Change-1,509 (-3%)
Value$2.9M (-$224.2K)
Filed 2026-11-02
Legacy Wealth Management, LLC / MS
DECREASED
Shares54,109 from 59,162
Change-5,053 (-9%)
Value$2.9M (-$425.9K)
Filed 2026-10-30
Boston Trust Walden Corp
INCREASED
Shares53,916 from 48,916
Change+5,000 (+10%)
Value$2.9M (+$147.4K)
Filed 2026-10-30
Aull & Monroe Investment Management Corp
DECREASED
Shares53,837 from 54,025
Change-188 (0%)
Value$2.9M (-$148.0K)
Filed 2026-10-16
Midwest Trust Co
INCREASED
Shares53,769 from 48,181
Change+5,588 (+12%)
Value$2.9M (+$181.3K)
Filed 2026-10-22
Old National Bancorp
DECREASED
Shares53,754 from 54,797
Change-1,043 (-2%)
Value$2.9M (-$196.5K)
Filed 2026-10-20
Coastline Trust Co
UNCHANGED
Shares53,616 from 53,616
Change0 (0%)
Value$2.9M (-$136.7K)
Filed 2026-10-01
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares53,500
Change+53,500
Value$2.9M
Filed 2026-11-04
Zions Bancorporation, National Association
INCREASED
Shares53,475 from 19,948
Change+33,527 (+168%)
Value$2.9M (+$1.8M)
Filed 2026-11-06
Carson Advisory Inc.
DECREASED
Shares53,062 from 54,427
Change-1,365 (-3%)
Value$2.9M (-$213.1K)
Filed 2026-11-06
Gryphon Financial Partners LLC
INCREASED
Shares52,798 from 51,093
Change+1,705 (+3%)
Value$2.9M (-$37.5K)
Filed 2026-11-04
City Holding Co
INCREASED
Shares52,719 from 47,884
Change+4,835 (+10%)
Value$2.9M (+$141.5K)
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares52,636 from 60,690
Change-8,054 (-13%)
Value$2.9M (-$595.8K)
Filed 2026-10-15
Matrix Asset Advisors Inc
DECREASED
Shares52,484 from 52,984
Change-500 (-1%)
Value$2.9M (-$162.3K)
Filed 2026-10-13
MBL Wealth, LLC
INCREASED
Shares52,354 from 42,943
Change+9,411 (+22%)
Value$2.8M (+$402.7K)
Filed 2026-10-22
Studio Investment Management LLC
DECREASED
Shares52,109 from 52,576
Change-467 (-1%)
Value$2.8M (-$159.5K)
Filed 2026-10-22
Focus Financial Network, Inc.
INCREASED
Shares52,079 from 50,592
Change+1,487 (+3%)
Value$2.8M (-$48.1K)
Filed 2026-10-14
Smith Shellnut Wilson LLC
UNCHANGED
Shares52,070 from 52,070
Change0 (0%)
Value$2.8M (-$132.8K)
Filed 2026-10-21
Bank of New Hampshire
DECREASED
Shares51,999 from 53,625
Change-1,626 (-3%)
Value$2.8M (-$225.2K)
Filed 2026-10-06
Newman Dignan & Sheerar, Inc.
DECREASED
Shares51,684 from 54,612
Change-2,928 (-5%)
Value$2.8M (-$298.6K)
Filed 2026-10-21
Beacon Financial Group
INCREASED
Shares51,222 from 50,487
Change+735 (+1%)
Value$2.8M (-$88.7K)
Filed 2026-10-19
Avestar Capital, LLC
DECREASED
Shares51,220 from 59,521
Change-8,301 (-14%)
Value$2.8M (-$603.6K)
Filed 2026-10-28
Americana Partners, LLC
INCREASED
Shares51,081 from 48,245
Change+2,836 (+6%)
Value$2.8M (+$31.3K)
Filed 2026-10-28
Meridian Wealth Management, LLC
INCREASED
Shares51,030 from 49,890
Change+1,140 (+2%)
Value$2.8M (-$65.1K)
Filed 2026-11-05
SVB Wealth LLC
DECREASED
Shares50,693 from 52,717
Change-2,024 (-4%)
Value$2.8M (-$244.6K)
Filed 2026-11-06
Sierra Summit Advisors LLC
INCREASED
Shares50,462 from 49,273
Change+1,189 (+2%)
Value$2.7M (-$60.9K)
Filed 2026-10-28
Ascentis Independent Advisors
INCREASED
Shares50,394 from 540
Change+49,854 (+9232%)
Value$2.7M (+$2.7M)
Filed 2026-11-03
Portfolio Design Labs, LLC
INCREASED
Shares50,326 from 49,622
Change+704 (+1%)
Value$2.7M (-$88.2K)
Filed 2026-11-04
Excalibur Management Corp
DECREASED
Shares50,322 from 50,449
Change-127 (0%)
Value$2.7M (-$135.6K)
Filed 2026-11-02
Guardian Investment Management
INCREASED
Shares50,285 from 49,770
Change+515 (+1%)
Value$2.7M (-$98.9K)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares50,206 from 35,373
Change+14,833 (+42%)
Value$2.7M (+$717.2K)
Filed 2026-11-03
Piscataqua Savings Bank
DECREASED
Shares49,999 from 51,661
Change-1,662 (-3%)
Value$2.7M (-$221.7K)
Filed 2026-10-21
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares49,839 from 51,679
Change-1,840 (-4%)
Value$2.7M (-$231.9K)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED
Shares49,825 from 49,980
Change-155 (0%)
Value$2.7M (-$135.9K)
Filed 2026-10-23
Brookmont Capital Management
DECREASED
Shares49,551 from 63,407
Change-13,856 (-22%)
Value$2.7M (-$915.9K)
Filed 2026-10-23
MTM Investment Management, LLC
INCREASED
Shares49,539 from 49,538
Change+1 (0%)
Value$2.7M (-$126.3K)
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares49,432 from 49,092
Change+340 (+1%)
Value$2.7M (-$106.7K)
Filed 2026-10-20
GoalVest Advisory LLC
INCREASED
Shares49,402 from 46,164
Change+3,238 (+7%)
Value$2.7M (+$58.5K)
Filed 2026-10-02
Gibbs Wealth Management
INCREASED
Shares49,110 from 48,467
Change+643 (+1%)
Value$2.7M (-$88.7K)
Filed 2026-10-22
Harmony Asset Management LLC
DECREASED
Shares49,025 from 49,675
Change-650 (-1%)
Value$2.7M (-$162.1K)
Filed 2026-10-20
AMG National Trust Bank
INCREASED
Shares48,877 from 44,072
Change+4,805 (+11%)
Value$2.7M (+$149.2K)
Filed 2026-11-05
Summit Asset Management, LLC
INCREASED
Shares48,755 from 48,674
Change+81 (+0%)
Value$2.7M (-$119.7K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares48,718 from 47,979
Change+739 (+2%)
Value$2.6M (-$264.7K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares48,378 from 49,829
Change-1,451 (-3%)
Value$2.6M (-$206.0K)
Filed 2026-10-27
Catalyst Financial Partners LLC
INCREASED
Shares48,348 from 47,847
Change+501 (+1%)
Value$2.6M (-$94.7K)
Filed 2026-11-06
Alta Advisers Ltd
INCREASED
Shares48,321 from 25,956
Change+22,365 (+86%)
Value$2.6M (+$1.2M)
Filed 2026-11-02
Nvwm, LLC
INCREASED
Shares48,287 from 48,026
Change+261 (+1%)
Value$2.6M (-$108.3K)
Filed 2026-10-14
Probity Advisors, Inc.
INCREASED
Shares48,256 from 48,161
Change+95 (+0%)
Value$2.6M (-$117.6K)
Filed 2026-10-23
Register Financial Advisors LLC
INCREASED
Shares48,177 from 48,041
Change+136 (+0%)
Value$2.6M (-$115.1K)
Filed 2026-10-23
Inscription Capital, LLC
DECREASED
Shares48,010 from 49,797
Change-1,787 (-4%)
Value$2.6M (-$224.2K)
Filed 2026-11-02
Independence Bank of Kentucky
DECREASED
Shares47,808 from 49,888
Change-2,080 (-4%)
Value$2.6M (-$240.4K)
Filed 2026-10-26
Central Pacific Bank - Trust Division
INCREASED
Shares47,733 from 37,135
Change+10,598 (+29%)
Value$2.6M (+$482.2K)
Filed 2026-10-06
Howard Capital Management, LLC
DECREASED
Shares47,643 from 48,108
Change-465 (-1%)
Value$2.6M (-$148.0K)
Filed 2026-10-16
Washington Trust Bank
INCREASED
Shares47,637 from 47,520
Change+117 (+0%)
Value$2.6M (-$114.8K)
Filed 2026-11-03
VestGen Advisors, LLC
INCREASED
Shares47,528 from 47,454
Change+74 (+0%)
Value$2.6M (-$117.0K)
Filed 2026-10-27
Orange Investment Advisors, Inc.
DECREASED
Shares47,269 from 47,649
Change-380 (-1%)
Value$2.6M (-$142.2K)
Filed 2026-10-23
Investors Asset Management of Georgia Inc
INCREASED
Shares47,213 from 47,182
Change+31 (+0%)
Value$2.6M (-$118.6K)
Filed 2026-10-20
Advisor OS, LLC
DECREASED
Shares47,083 from 50,219
Change-3,136 (-6%)
Value$2.6M (-$298.8K)
Filed 2026-11-03
Wolverine Asset Management LLC
NEW
Shares47,037
Change+47,037
Value$2.6M
Filed 2026-11-02
Weaver Capital Management LLC
DECREASED
Shares46,828 from 49,043
Change-2,215 (-5%)
Value$2.5M (+$158.0K)
Filed 2026-10-15
Wynn Capital, LLC
INCREASED
Shares46,599 from 46,444
Change+155 (+0%)
Value$2.5M (-$110.0K)
Filed 2026-10-13
Jeppson Wealth Management, LLC
DECREASED
Shares46,580 from 47,015
Change-435 (-1%)
Value$2.5M (-$143.5K)
Filed 2026-10-20
Kennedy Investment Group, Inc.
DECREASED
Shares46,292 from 47,236
Change-944 (-2%)
Value$2.5M (-$171.8K)
Filed 2026-10-21
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares46,000 from 48,000
Change-2,000 (-4%)
Value$2.5M (-$231.3K)
Filed 2026-11-06
3Chopt Investment Partners, LLC
DECREASED
Shares45,878 from 46,757
Change-879 (-2%)
Value$2.5M (-$167.1K)
Filed 2026-10-30
Old Mission Investment Co LLC
DECREASED
Shares45,859 from 46,018
Change-159 (0%)
Value$2.5M (-$126.0K)
Filed 2026-10-22
HMS Capital Management, LLC
INCREASED
Shares45,744 from 43,421
Change+2,323 (+5%)
Value$2.5M (+$15.7K)
Filed 2026-10-20
Clear Harbor Asset Management, LLC
INCREASED
Shares45,622 from 38,468
Change+7,154 (+19%)
Value$2.5M (+$291.3K)
Filed 2026-11-05
NTV Asset Management LLC
DECREASED
Shares45,354 from 45,554
Change-200 (0%)
Value$2.5M (-$127.0K)
Filed 2026-10-23
WealthPlan Investment Management, LLC
INCREASED
Shares45,266 from 40,909
Change+4,357 (+11%)
Value$2.5M (+$132.8K)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares45,170 from 45,598
Change-428 (-1%)
Value$2.5M (-$139.6K)
Filed 2026-11-04
CRA Financial Services, LLC
INCREASED
Shares44,999 from 44,870
Change+129 (+0%)
Value$2.4M (-$107.4K)
Filed 2026-10-16
Cane Capital Partners, LLC
DECREASED
Shares44,936 from 84,504
Change-39,568 (-47%)
Value$2.4M (-$2.4M)
Filed 2026-10-23
Everhart Financial Group, Inc.
INCREASED
Shares44,763 from 44,011
Change+752 (+2%)
Value$2.4M (-$71.3K)
Filed 2026-10-08
Chapman Financial Group, LLC
DECREASED
Shares44,603 from 44,886
Change-283 (-1%)
Value$2.4M (-$129.9K)
Filed 2026-10-26
Cumberland Advisors Inc
UNCHANGED
Shares44,400 from 44,400
Change0 (0%)
Value$2.4M (-$113.2K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares44,266 from 41,845
Change+2,421 (+6%)
Value$2.4M (+$25.0K)
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares43,784 from 29,308
Change+14,476 (+49%)
Value$2.4M (+$713.2K)
Filed 2026-11-04
Falcon Wealth Planning
DECREASED
Shares43,646 from 44,208
Change-562 (-1%)
Value$2.4M (-$143.3K)
Filed 2026-11-06
Catherine Avery Investment Management LLC
DECREASED
Shares43,383 from 111,573
Change-68,190 (-61%)
Value$2.4M (-$4.0M)
Filed 2026-10-14
Angeles Wealth Management, LLC
DECREASED
Shares43,284 from 47,290
Change-4,006 (-8%)
Value$2.4M (-$338.6K)
Filed 2026-10-26
Gratus Wealth Advisors, LLC
DECREASED
Shares43,004 from 43,746
Change-742 (-2%)
Value$2.3M (-$151.9K)
Filed 2026-10-26
55 North Private Wealth, LLC
INCREASED
Shares42,616 from 41,468
Change+1,148 (+3%)
Value$2.3M (-$43.2K)
Filed 2026-10-20
Aspiriant, LLC
INCREASED
Shares42,600 from 36,398
Change+6,202 (+17%)
Value$2.3M (+$244.8K)
Filed 2026-10-16
Chatham Capital Group, Inc.
INCREASED
Shares42,566 from 27,856
Change+14,710 (+53%)
Value$2.3M (+$729.6K)
Filed 2026-10-16
Cardinal Point Capital Management ULC
DECREASED
Shares42,530 from 42,876
Change-346 (-1%)
Value$2.3M (-$128.1K)
Filed 2026-10-21
Altman Advisors, Inc.
DECREASED
Shares42,476 from 42,560
Change-84 (0%)
Value$2.3M (-$113.1K)
Filed 2026-11-05
First City Capital Management, Inc.
INCREASED
Shares42,392 from 42,316
Change+76 (+0%)
Value$2.3M (-$103.8K)
Filed 2026-10-27
Soltis Investment Advisors LLC
INCREASED
Shares42,344 from 32,163
Change+10,181 (+32%)
Value$2.3M (+$472.2K)
Filed 2026-10-28
Brady Family Wealth, LLC
INCREASED
Shares42,310 from 42,067
Change+243 (+1%)
Value$2.3M (-$94.1K)
Filed 2026-11-02
Greenfield Savings Bank
INCREASED
Shares42,279 from 42,135
Change+144 (+0%)
Value$2.3M (-$99.6K)
Filed 2026-10-07
Gleason Group, Inc.
DECREASED
Shares42,233 from 43,019
Change-786 (-2%)
Value$2.3M (-$152.5K)
Filed 2026-10-15
Blue Fin Capital, Inc.
DECREASED
Shares41,708 from 41,961
Change-253 (-1%)
Value$2.3M (-$120.8K)
Filed 2026-10-28
Retirement Planning Co of New England, Inc.
DECREASED
Shares41,535 from 42,815
Change-1,280 (-3%)
Value$2.3M (-$178.9K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares41,486 from 41,036
Change+450 (+1%)
Value$2.3M (-$80.2K)
Filed 2026-10-26
Aljian Capital Management, LLC
DECREASED
Shares41,287 from 41,461
Change-174 (0%)
Value$2.2M (-$115.2K)
Filed 2026-10-28
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares41,148 from 41,875
Change-727 (-2%)
Value$2.2M (-$146.4K)
Filed 2026-11-02
E&G Advisors, LLC
UNCHANGED
Shares41,023 from 41,023
Change0 (0%)
Value$2.2M (-$104.6K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares40,954 from 31,851
Change+9,103 (+29%)
Value$2.2M (+$414.2K)
Filed 2026-10-19
Westside Investment Management, Inc.
DECREASED
Shares40,932 from 41,432
Change-500 (-1%)
Value$2.2M (-$139.9K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
DECREASED
Shares40,909 from 49,711
Change-8,802 (-18%)
Value$2.2M (-$605.8K)
Filed 2026-10-21
Investment Advisory Services Inc
INCREASED
Shares40,711 from 40,668
Change+43 (+0%)
Value$2.2M (-$101.3K)
Filed 2026-10-27
Torrey Growth & Income Advisors
DECREASED
Shares40,672 from 40,702
Change-30 (0%)
Value$2.2M (-$96.0K)
Filed 2026-11-04
CFS Investment Advisory Services, LLC
INCREASED
Shares40,560 from 38,443
Change+2,117 (+6%)
Value$2.2M (-$63.9K)
Filed 2026-10-19
Global Financial Private Client, LLC
INCREASED
Shares40,408 from 40,256
Change+152 (+0%)
Value$2.2M (-$94.3K)
Filed 2026-10-15
Cache Advisors, LLC
INCREASED
Shares40,379 from 8,436
Change+31,943 (+379%)
Value$2.2M (+$1.7M)
Filed 2026-10-16
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares39,579 from 39,579
Change0 (0%)
Value$2.2M (-$100.9K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED
Shares39,532 from 38,890
Change+642 (+2%)
Value$2.2M (-$64.2K)
Filed 2026-10-19
Carnegie Lake Advisors LLC
DECREASED
Shares39,481 from 40,672
Change-1,191 (-3%)
Value$2.1M (-$168.5K)
Filed 2026-11-06
Formidable Asset Management, LLC
DECREASED
Shares39,476 from 40,572
Change-1,096 (-3%)
Value$2.2M (+$271.5K)
Filed 2026-11-03
Woodward Diversified Capital, LLC
DECREASED
Shares39,458 from 39,668
Change-210 (-1%)
Value$2.1M (-$112.6K)
Filed 2026-10-21
Sky Investment Group LLC
INCREASED
Shares39,186 from 17,249
Change+21,937 (+127%)
Value$2.1M (+$1.2M)
Filed 2026-10-30
Toth Financial Advisory Corp
INCREASED
Shares39,042 from 31,144
Change+7,898 (+25%)
Value$2.1M (+$350.5K)
Filed 2026-10-08
Spire Wealth Management
DECREASED
Shares38,991 from 43,312
Change-4,321 (-10%)
Value$2.1M (-$345.6K)
Filed 2026-10-30
Castle Rock Wealth Management, LLC
INCREASED
Shares38,867 from 16,111
Change+22,756 (+141%)
Value$2.1M (+$1.2M)
Filed 2026-10-09
Brown, Lisle Ings, Inc.
DECREASED
Shares38,683 from 39,243
Change-560 (-1%)
Value$2.1M (-$130.6K)
Filed 2026-10-16
Lebenthal Global Advisors, LLC
DECREASED
Shares38,529 from 43,385
Change-4,856 (-11%)
Value$2.1M (-$375.0K)
Filed 2026-10-28
Bison Wealth, LLC
INCREASED
Shares38,522 from 33,901
Change+4,621 (+14%)
Value$2.1M (+$71.9K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares38,348 from 34,103
Change+4,245 (+12%)
Value$2.1M (+$144.1K)
Filed 2026-10-16
Tlwm
DECREASED
Shares38,324 from 38,377
Change-53 (0%)
Value$2.1M (-$100.7K)
Filed 2026-10-09
FSM Wealth Advisors, LLC
DECREASED
Shares38,297 from 38,558
Change-261 (-1%)
Value$2.1M (-$143.9K)
Filed 2026-10-27
Atlas Brown,Inc.
DECREASED
Shares38,297 from 38,535
Change-238 (-1%)
Value$2.1M (-$111.2K)
Filed 2026-10-09
Boomfish Wealth Group, LLC
DECREASED
Shares38,049 from 38,180
Change-131 (0%)
Value$2.1M (-$104.5K)
Filed 2026-10-22
Kessler Investment Group, LLC
DECREASED
Shares37,927 from 37,993
Change-66 (0%)
Value$2.1M (-$100.5K)
Filed 2026-10-08
Clear Wave Wealth Management LLC
INCREASED
Shares37,851 from 37,737
Change+114 (+0%)
Value$2.1M (-$90.0K)
Filed 2026-11-04
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares37,836 from 37,836
Change0 (0%)
Value$2.1M (-$96.0K)
Filed 2026-11-03
Cooper Financial Group
INCREASED
Shares37,669 from 26,332
Change+11,337 (+43%)
Value$2.1M (+$549.9K)
Filed 2026-10-07
Breakwater Capital Group
DECREASED
Shares37,608 from 38,628
Change-1,020 (-3%)
Value$2.0M (-$154.0K)
Filed 2026-10-09
KTF Investments, LLC
DECREASED
Shares37,551 from 41,751
Change-4,200 (-10%)
Value$2.0M (-$335.1K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares37,475 from 75,300
Change-37,825 (-50%)
Value$2.0M (-$2.3M)
Filed 2026-10-30
BIP Wealth, LLC
INCREASED
Shares37,346 from 36,416
Change+930 (+3%)
Value$2.0M (-$42.2K)
Filed 2026-10-22
Legacy Advisors, LLC
DECREASED
Shares37,223 from 45,115
Change-7,892 (-17%)
Value$2.0M (-$544.6K)
Filed 2026-10-19
Lodestone Wealth Management LLC
DECREASED
Shares37,149 from 37,896
Change-747 (-2%)
Value$2.0M (-$137.3K)
Filed 2026-10-14
Community Bank & Trust, Waco, Texas
INCREASED
Shares37,103 from 31,240
Change+5,863 (+19%)
Value$2.0M (+$240.0K)
Filed 2026-10-19
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares36,832 from 36,832
Change0 (0%)
Value$2.0M (-$93.9K)
Filed 2026-11-06
Bernicke Wealth Management, Ltd.
DECREASED
Shares36,788 from 37,416
Change-628 (-2%)
Value$2.0M (-$129.6K)
Filed 2026-11-06
Howland Capital Management LLC
DECREASED
Shares36,765 from 36,836
Change-71 (0%)
Value$2.0M (-$97.8K)
Filed 2026-10-22
American Capital Advisory, LLC
DECREASED
Shares36,575 from 36,934
Change-359 (-1%)
Value$2.0M (-$113.7K)
Filed 2026-10-28
KPP Advisory Services LLC
DECREASED
Shares36,532 from 43,806
Change-7,274 (-17%)
Value$2.0M (-$507.6K)
Filed 2026-10-26
Teza Capital Management LLC
INCREASED
Shares36,391 from 34,480
Change+1,911 (+6%)
Value$2.0M (+$16.1K)
Filed 2026-10-23
Appleton Partners Inc
DECREASED
Shares36,215 from 36,745
Change-530 (-1%)
Value$2.0M (-$123.0K)
Filed 2026-10-30
Lake Street Private Wealth, LLC
DECREASED
Shares36,208 from 36,593
Change-385 (-1%)
Value$2.0M (-$114.3K)
Filed 2026-10-22
Herold Advisors, Inc.
DECREASED
Shares36,169 from 36,404
Change-235 (-1%)
Value$2.0M (-$99.3K)
Filed 2026-10-19
Csenge Advisory Group
INCREASED
Shares36,075 from 31,896
Change+4,179 (+13%)
Value$2.0M (+$146.1K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED
Shares36,018 from 36,096
Change-78 (0%)
Value$2.0M (-$96.3K)
Filed 2026-10-19
First Horizon Corp
INCREASED
Shares35,877 from 29,015
Change+6,862 (+24%)
Value$2.0M (+$299.5K)
Filed 2026-10-26
Next Level Private LLC
INCREASED
Shares35,859 from 29,987
Change+5,872 (+20%)
Value$2.0M (+$243.2K)
Filed 2026-10-20
Diligent Investors, LLC
DECREASED
Shares35,841 from 36,701
Change-860 (-2%)
Value$2.0M (-$140.4K)
Filed 2026-10-21
CX Institutional
INCREASED
Shares35,754 from 34,279
Change+1,475 (+4%)
Value$1.9K (-$2.0M)
Filed 2026-10-02
Trek Financial, LLC
INCREASED
Shares35,698 from 17,787
Change+17,911 (+101%)
Value$1.9M (+$929.5K)
Filed 2026-10-29
Oak Thistle LLC
NEW
Shares35,571
Change+35,571
Value$1.9M
Filed 2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares35,334 from 35,619
Change-285 (-1%)
Value$1.8M (-$405.5K)
Filed 2026-10-21
EPG Wealth Management LLC
DECREASED
Shares35,317 from 35,658
Change-341 (-1%)
Value$1.9M (-$109.5K)
Filed 2026-11-03
Busey Bank
DECREASED
Shares35,156 from 37,240
Change-2,084 (-6%)
Value$1.9M (-$208.4K)
Filed 2026-10-26
SkyOak Wealth, LLC
INCREASED
Shares35,119 from 33,987
Change+1,132 (+3%)
Value$1.9M (-$25.0K)
Filed 2026-10-28
Mindset Wealth Management, LLC
INCREASED
Shares35,049 from 10,563
Change+24,486 (+232%)
Value$1.9M (+$1.3M)
Filed 2026-10-19
Mill Capital Management, LLC
DECREASED
Shares34,952 from 35,645
Change-693 (-2%)
Value$1.9M (-$128.6K)
Filed 2026-10-26
Orca Wealth Management, LLC
DECREASED
Shares34,937 from 35,087
Change-150 (0%)
Value$1.9M (-$97.7K)
Filed 2026-10-14
StoneX Group Inc.
INCREASED
Shares34,874 from 34,108
Change+766 (+2%)
Value$1.9M (-$34.2K)
Filed 2026-11-03
Personal CFO Solutions, LLC
DECREASED
Shares34,869 from 39,972
Change-5,103 (-13%)
Value$1.9M (-$379.7K)
Filed 2026-11-06
Aviance Capital Partners, LLC
INCREASED
Shares34,796 from 34,769
Change+27 (+0%)
Value$1.9M (-$87.2K)
Filed 2026-10-29
Baxter Bros Inc
INCREASED
Shares34,747 from 33,732
Change+1,015 (+3%)
Value$1.9M (-$30.8K)
Filed 2026-11-04
Clifford Swan Investment Counsel LLC
DECREASED
Shares34,679 from 35,741
Change-1,062 (-3%)
Value$1.9M (-$148.9K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares34,628 from 33,507
Change+1,121 (+3%)
Value$1.9M (-$24.4K)
Filed 2026-10-02
Davis Investment Partners, LLC
INCREASED
Shares34,618 from 34,606
Change+12 (+0%)
Value$1.9M (-$87.6K)
Filed 2026-11-05
Patten Group, Inc.
INCREASED
Shares34,483 from 34,100
Change+383 (+1%)
Value$1.9M (-$66.1K)
Filed 2026-10-26
Aspen Investment Management Inc
INCREASED
Shares34,451 from 34,239
Change+212 (+1%)
Value$1.9M (-$76.0K)
Filed 2026-11-05
Decker Wealth Management LLC
INCREASED
Shares34,433 from 32,142
Change+2,291 (+7%)
Value$1.9M (+$42.8K)
Filed 2026-10-09
Sarasin & Partners LLP
INCREASED
Shares34,400 from 33,800
Change+600 (+2%)
Value$1.9M (-$53.5K)
Filed 2026-10-13
Concord Wealth Partners
INCREASED
Shares34,394 from 34,072
Change+322 (+1%)
Value$1.9M (-$69.4K)
Filed 2026-11-02
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares34,317 from 34,317
Change0 (0%)
Value$1.9M (-$87.5K)
Filed 2026-10-23
Purkiss Capital Advisors LLC
DECREASED
Shares34,240 from 34,866
Change-626 (-2%)
Value$1.9M (-$123.0K)
Filed 2026-11-06
Little House Capital LLC
INCREASED
Shares34,222 from 33,179
Change+1,043 (+3%)
Value$1.9M (-$27.8K)
Filed 2026-11-06
Johnson & White Wealth Management, LLC
INCREASED
Shares33,992 from 33,894
Change+98 (+0%)
Value$1.9M (-$81.0K)
Filed 2026-11-03
Petros Family Wealth, LLC
INCREASED
Shares33,809 from 31,772
Change+2,037 (+6%)
Value$1.8M (+$29.9K)
Filed 2026-10-28
Trust Point Inc.
NEW
Shares33,792
Change+33,792
Value$1.8M
Filed 2026-10-27
Princeton Capital Management LLC
DECREASED
Shares33,707 from 33,868
Change-161 (0%)
Value$1.8M (-$95.1K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares33,671 from 33,522
Change+149 (+0%)
Value$1.8M (-$77.4K)
Filed 2026-10-08
Argentarii, LLC
DECREASED
Shares33,648 from 33,651
Change-3 (0%)
Value$1.8M (-$322.2K)
Filed 2026-10-28
Lakeshore Capital Group, Inc.
INCREASED
Shares33,642 from 15,883
Change+17,759 (+112%)
Value$1.8M (+$926.1K)
Filed 2026-10-20
Oarsman Capital, Inc.
DECREASED
Shares33,639 from 40,772
Change-7,133 (-17%)
Value$1.8M (-$492.2K)
Filed 2026-11-05
Winthrop Advisory Group LLC
DECREASED
Shares33,609 from 34,063
Change-454 (-1%)
Value$1.8M (-$111.5K)
Filed 2026-10-22
Capital Squared Financial LLC
DECREASED
Shares33,559 from 33,760
Change-201 (-1%)
Value$1.8M (-$97.0K)
Filed 2026-10-30
Allen Capital Group, LLC
INCREASED
Shares33,301 from 33,072
Change+229 (+1%)
Value$1.8M (-$71.9K)
Filed 2026-10-27
West Wealth Group, LLC
INCREASED
Shares33,296 from 9,910
Change+23,386 (+236%)
Value$554.1K (-$10.6K)
Filed 2026-10-14
WBH Advisory Inc
INCREASED
Shares33,295 from 33,275
Change+20 (+0%)
Value$1.8M (-$83.7K)
Filed 2026-11-05
Fragasso Financial Advisors Inc
DECREASED
Shares33,225 from 39,523
Change-6,298 (-16%)
Value$1.8M (-$447.3K)
Filed 2026-10-13
Integral Investment Advisors, Inc.
INCREASED
Shares33,070 from 32,513
Change+557 (+2%)
Value$1.8M (-$52.6K)
Filed 2026-11-03
Canopy Partners, LLC
DECREASED
Shares33,069 from 33,466
Change-397 (-1%)
Value$1.8M (-$106.9K)
Filed 2026-10-28
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares32,861 from 35,491
Change-2,630 (-7%)
Value$1.8M (-$233.7K)
Filed 2026-10-30
Tempus Wealth Planning, LLC
INCREASED
Shares32,815 from 31,921
Change+894 (+3%)
Value$1.8M (-$32.7K)
Filed 2026-10-14
Washington Growth Strategies LLC
UNCHANGED
Shares32,749 from 32,749
Change0 (0%)
Value$1.8M (-$83.5K)
Filed 2026-10-19
Etesian Wealth Advisors, Inc.
DECREASED
Shares32,436 from 32,616
Change-180 (-1%)
Value$1.8M (-$93.0K)
Filed 2026-10-27
Sage Investment Counsel LLC
INCREASED
Shares32,303 from 32,279
Change+24 (+0%)
Value$1.8M (-$81.0K)
Filed 2026-10-26
PW Nova Financial Services LLC
DECREASED
Shares32,302 from 34,649
Change-2,347 (-7%)
Value$1.8M (-$216.1K)
Filed 2026-10-15
Resonant Capital Advisors, LLC
INCREASED
Shares32,093 from 31,347
Change+746 (+2%)
Value$1.7M (-$39.3K)
Filed 2026-10-15
BCV Asset Management Inc.
DECREASED
Shares32,026 from 37,830
Change-5,804 (-15%)
Value$1.8M (-$443.8K)
Filed 2026-11-06
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares31,916 from 31,740
Change+176 (+1%)
Value$1.7M (-$71.4K)
Filed 2026-10-13
Welch Group, LLC
INCREASED
Shares31,901 from 31,739
Change+162 (+1%)
Value$1.7M (-$72.1K)
Filed 2026-10-29
TritonPoint Partners, LLC
DECREASED
Shares31,869 from 60,412
Change-28,543 (-47%)
Value$1.7M (-$1.7M)
Filed 2026-11-05
Duncker Streett & Co Inc
DECREASED
Shares31,573 from 31,856
Change-283 (-1%)
Value$1.7M (-$96.6K)
Filed 2026-10-27
Tortuga Wealth Management, Inc
DECREASED
Shares31,401 from 31,990
Change-589 (-2%)
Value$1.7M (-$113.3K)
Filed 2026-10-27
PDS Planning, Inc
INCREASED
Shares31,376 from 31,074
Change+302 (+1%)
Value$1.7M (-$62.8K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares31,143 from 31,050
Change+93 (+0%)
Value$1.7M (-$74.1K)
Filed 2026-10-21
Mechanics Bank Trust Department
DECREASED
Shares31,122 from 31,677
Change-555 (-2%)
Value$1.7M (-$111.0K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares30,986 from 27,631
Change+3,355 (+12%)
Value$1.7M (+$112.1K)
Filed 2026-10-28
Whelan Financial
INCREASED
Shares30,984 from 28,820
Change+2,164 (+8%)
Value$1.7M (+$44.3K)
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares30,973 from 30,227
Change+746 (+2%)
Value$1.7M (-$189.9K)
Filed 2026-10-30
Ashton Thomas Securities, LLC
DECREASED
Shares30,910 from 33,010
Change-2,100 (-6%)
Value$1.7M (-$182.4K)
Filed 2026-10-26
Blue Jean Financial LLC
INCREASED
Shares30,754 from 29,860
Change+894 (+3%)
Value$1.7M (-$27.5K)
Filed 2026-10-20
VCI Wealth Management LLC
DECREASED
Shares30,696 from 37,355
Change-6,659 (-18%)
Value$1.7M (-$457.7K)
Filed 2026-10-29
Archer Investment Corp
INCREASED
Shares30,684 from 29,400
Change+1,284 (+4%)
Value$1.7M (-$5.0K)
Filed 2026-11-05
Strategic Advisors LLC
INCREASED
Shares30,512 from 30,487
Change+25 (+0%)
Value$1.7M (-$76.4K)
Filed 2026-10-13
Accredited Investors Inc.
DECREASED
Shares30,385 from 30,566
Change-181 (-1%)
Value$1.7M (-$87.8K)
Filed 2026-11-03
Axxion S.A.
UNCHANGED
Shares30,136 from 30,136
Change0 (0%)
Value$1.6M (-$76.8K)
Filed 2026-10-22
Chapin Davis, Inc.
DECREASED
Shares30,127 from 30,798
Change-671 (-2%)
Value$1.6M (-$115.1K)
Filed 2026-10-09
Tectonic Advisors LLC
DECREASED
Shares30,102 from 30,881
Change-779 (-3%)
Value$1.6M (-$121.1K)
Filed 2026-10-22
Asset Dedication, LLC
DECREASED
Shares30,039 from 31,334
Change-1,295 (-4%)
Value$1.6M (-$150.4K)
Filed 2026-11-03
ANB Bank
DECREASED
Shares30,018 from 32,058
Change-2,040 (-6%)
Value$1.6M (-$192.8K)
Filed 2026-10-09
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares30,009 from 30,009
Change0 (0%)
Value$1.6M (-$77.0K)
Filed 2026-10-08
Connecticut Wealth Management, LLC
DECREASED
Shares29,868 from 32,049
Change-2,181 (-7%)
Value$1.6M (-$200.4K)
Filed 2026-10-13
Central Valley Advisors, LLC
DECREASED
Shares29,864 from 32,864
Change-3,000 (-9%)
Value$1.6M (-$247.1K)
Filed 2026-10-27
Third View Private Wealth, LLC
INCREASED
Shares29,664 from 28,240
Change+1,424 (+5%)
Value$1.6M (+$5.5K)
Filed 2026-10-30
Cullen Investment Group, Ltd.
DECREASED
Shares29,531 from 29,797
Change-266 (-1%)
Value$1.6M (-$86.0K)
Filed 2026-10-13
IPG Investment Advisors LLC
INCREASED
Shares29,503 from 29,355
Change+148 (+1%)
Value$1.6M (-$66.8K)
Filed 2026-10-30
Athena Wealth Management, LLC
INCREASED
Shares29,385 from 27,764
Change+1,621 (+6%)
Value$1.6M (+$17.5K)
Filed 2026-10-09
Wealth Architects, LLC
DECREASED
Shares29,326 from 29,454
Change-128 (0%)
Value$1.6M (-$82.1K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares29,120 from 31,774
Change-2,654 (-8%)
Value$1.6M (-$204.8K)
Filed 2026-10-14
MFG Wealth Management, Inc.
DECREASED
Shares29,052 from 29,231
Change-179 (-1%)
Value$1.6M (-$84.3K)
Filed 2026-10-09
China Universal Asset Management Co., Ltd.
INCREASED
Shares29,036 from 26,531
Change+2,505 (+9%)
Value$1.6M (+$84.1K)
Filed 2026-10-28
Black Diamond Financial, LLC
INCREASED
Shares29,016 from 26,610
Change+2,406 (+9%)
Value$1.6M (+$63.1K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
INCREASED
Shares28,917 from 28,070
Change+847 (+3%)
Value$1.6M (-$25.5K)
Filed 2026-10-27
Whalen Wealth Management Inc.
DECREASED
Shares28,828 from 28,935
Change-107 (0%)
Value$1.6M (-$79.6K)
Filed 2026-10-08
Curbstone Financial Management Corp
INCREASED
Shares28,780 from 28,180
Change+600 (+2%)
Value$1.6M (-$39.2K)
Filed 2026-10-21
SAX Wealth Advisors, LLC
INCREASED
Shares28,691 from 20,209
Change+8,482 (+42%)
Value$1.6M (+$576.5K)
Filed 2026-10-13
Cornerstone Advisory, LLC
INCREASED
Shares28,619 from 26,935
Change+1,684 (+6%)
Value$1.6M (+$22.9K)
Filed 2026-11-06
Earned Wealth Advisors, LLC
INCREASED
Shares28,584 from 27,067
Change+1,517 (+6%)
Value$1.6M (+$13.6K)
Filed 2026-11-06
Curated Wealth Partners LLC
INCREASED
Shares28,578 from 12,051
Change+16,527 (+137%)
Value$1.6M (+$868.8K)
Filed 2026-10-15
EagleClaw Capital Managment, LLC
DECREASED
Shares28,575 from 35,900
Change-7,325 (-20%)
Value$1.6M (-$490.2K)
Filed 2026-11-06
Concord Asset Management, LLC
INCREASED
Shares28,526 from 28,063
Change+463 (+2%)
Value$1.6M (-$46.4K)
Filed 2026-11-02
First National Bank Sioux Falls
DECREASED
Shares28,418 from 28,646
Change-228 (-1%)
Value$1.5M (+$13.9K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
INCREASED
Shares28,391 from 28,240
Change+151 (+1%)
Value$1.5M (-$63.8K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
INCREASED
Shares28,367 from 28,350
Change+17 (+0%)
Value$1.5M (-$71.4K)
Filed 2026-10-09
Hilltop National Bank
INCREASED
Shares28,336 from 26,916
Change+1,420 (+5%)
Value$1.5M (+$8.7K)
Filed 2026-10-14
Ignite Planners, LLC
INCREASED
Shares28,169 from 27,235
Change+934 (+3%)
Value$1.5M (-$9.5K)
Filed 2026-10-14
Titleist Asset Management, LLC
DECREASED
Shares28,161 from 28,897
Change-736 (-3%)
Value$1.5M (-$113.8K)
Filed 2026-10-08
Elyxium Wealth, LLC
INCREASED
Shares28,110 from 26,514
Change+1,596 (+6%)
Value$1.5M (+$19.3K)
Filed 2026-10-27
Consilium Wealth Advisory, LLC
INCREASED
Shares28,087 from 24,926
Change+3,161 (+13%)
Value$1.5M (+$108.5K)
Filed 2026-10-14
Cascade Investment Advisors, Inc.
INCREASED
Shares27,974 from 27,494
Change+480 (+2%)
Value$1.5M (-$44.0K)
Filed 2026-11-02
Sunpointe, LLC
DECREASED
Shares27,961 from 30,312
Change-2,351 (-8%)
Value$1.5M (-$205.3K)
Filed 2026-10-22
Avity Investment Management Inc.
DECREASED
Shares27,900 from 28,900
Change-1,000 (-3%)
Value$1.5M (-$128.1K)
Filed 2026-10-09
Smith Thornton Advisors LLC
INCREASED
Shares27,802 from 27,801
Change+1 (0%)
Value$1.5M (-$140.9K)
Filed 2026-10-16
Triad Wealth Partners, LLC
DECREASED
Shares27,762 from 28,037
Change-275 (-1%)
Value$1.5M (-$240.7K)
Filed 2026-10-26
TMB Capital Partners, LLC
DECREASED
Shares27,710 from 27,878
Change-168 (-1%)
Value$1.5M (-$80.2K)
Filed 2026-10-20
Alpha Omega Wealth Management LLC
INCREASED
Shares27,625 from 26,734
Change+891 (+3%)
Value$1.5M (-$19.7K)
Filed 2026-10-23
Conning Inc.
DECREASED
Shares27,600 from 29,722
Change-2,122 (-7%)
Value$1.5M (-$191.3K)
Filed 2026-10-27
Vanguard Capital Wealth Advisors
DECREASED
Shares27,587 from 28,181
Change-594 (-2%)
Value$1.5M (-$104.2K)
Filed 2026-10-16
Cassia Capital Partners, LLC
DECREASED
Shares27,489 from 27,882
Change-393 (-1%)
Value$1.5M (-$92.5K)
Filed 2026-11-04
Magnus Financial Group LLC
INCREASED
Shares27,450 from 24,597
Change+2,853 (+12%)
Value$1.5M (+$92.5K)
Filed 2026-10-21
Channing Global Advisors, LLC
INCREASED
Shares27,386 from 26,102
Change+1,284 (+5%)
Value$1.5M (+$3.3K)
Filed 2026-11-03
Oslo Pensjonsforsikring AS
DECREASED
Shares27,341 from 29,615
Change-2,274 (-8%)
Value$1.5M (-$199.3K)
Filed 2026-10-15
CMG Global Holdings, LLC
DECREASED
Shares27,260 from 28,096
Change-836 (-3%)
Value$1.5M (-$117.1K)
Filed 2026-10-14
Sound Income Strategies, LLC
DECREASED
Shares27,084 from 27,199
Change-115 (0%)
Value$1.5M (-$97.8K)
Filed 2026-10-09
Corundum Group, Inc.
INCREASED
Shares27,072 from 24,897
Change+2,175 (+9%)
Value$1.5M (+$54.9K)
Filed 2026-10-28
Iams Wealth Management, LLC
DECREASED
Shares27,056 from 31,516
Change-4,460 (-14%)
Value$1.5M (-$323.1K)
Filed 2026-10-15
Nations Financial Group Inc,
INCREASED
Shares26,997 from 26,751
Change+246 (+1%)
Value$1.5M (-$54.8K)
Filed 2026-11-05
Blueprint Investment Partners LLC
DECREASED
Shares26,897 from 29,501
Change-2,604 (-9%)
Value$1.5M (-$216.9K)
Filed 2026-10-28
Millennium Capital Advisors, LLC
DECREASED
Shares26,874 from 26,887
Change-13 (0%)
Value$1.5M (-$69.3K)
Filed 2026-10-16
BigSur Wealth Management LLC
DECREASED
Shares26,850 from 31,850
Change-5,000 (-16%)
Value$1.5M (-$353.4K)
Filed 2026-10-13
Themes Management Co LLC
INCREASED
Shares26,791 from 16,971
Change+9,820 (+58%)
Value$1.5M (+$491.2K)
Filed 2026-10-29
Augustine Asset Management Inc
INCREASED
Shares26,711 from 24,778
Change+1,933 (+8%)
Value$1.5M (+$42.0K)
Filed 2026-10-13
Nicholas Wealth, Llc.
INCREASED
Shares26,631 from 25,130
Change+1,501 (+6%)
Value$1.4M (+$17.7K)
Filed 2026-10-26
Alliance Private Wealth, LLC
DECREASED
Shares26,501 from 29,831
Change-3,330 (-11%)
Value$1.4M (-$257.3K)
Filed 2026-10-20
Rossmore Private Capital
DECREASED
Shares26,484 from 26,734
Change-250 (-1%)
Value$1.4M (-$81.8K)
Filed 2026-10-27
Buckhead Capital Management LLC
DECREASED
Shares26,469 from 26,569
Change-100 (0%)
Value$1.4M (-$73.2K)
Filed 2026-11-03
Brummer Multi-Strategy AB
NEW
Shares26,370
Change+26,370
Value$1.4M
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares26,330 from 25,602
Change+728 (+3%)
Value$1.4M (-$25.7K)
Filed 2026-11-04
Wellington Grp LLC
INCREASED
Shares26,327 from 17,488
Change+8,839 (+51%)
Value$1.4M (+$436.5K)
Filed 2026-11-06
Cypress Capital Group
DECREASED
Shares26,181 from 26,405
Change-224 (-1%)
Value$1.4M (-$79.5K)
Filed 2026-11-03
Eddie Patel Inc
NEW
Shares26,173
Change+26,173
Value$1.4M
Filed 2026-11-02
Oakworth Capital, Inc.
UNCHANGED
Shares26,118 from 26,118
Change0 (0%)
Value$1.4M (-$81.1K)
Filed 2026-10-26
Riverbend Wealth Management, LLC
INCREASED
Shares26,065 from 25,953
Change+112 (+0%)
Value$1.4M (-$60.1K)
Filed 2026-10-15
Sweeney & Michel, LLC
DECREASED
Shares25,958 from 28,505
Change-2,547 (-9%)
Value$1.4M (-$387.7K)
Filed 2026-10-16
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares25,929 from 25,929
Change0 (0%)
Value$1.4M (-$66.1K)
Filed 2026-10-26
Colonial River Investments, LLC
DECREASED
Shares25,860 from 27,247
Change-1,387 (-5%)
Value$1.4M (-$145.0K)
Filed 2026-10-19
Contravisory Investment Management, Inc.
INCREASED
Shares25,728 from 24,390
Change+1,338 (+5%)
Value$1.4M (+$10.6K)
Filed 2026-10-13
Tobam
INCREASED
Shares25,656 from 8,058
Change+17,598 (+218%)
Value$1.4M (+$937.0K)
Filed 2026-11-03
Community Bank, N.A.
INCREASED
Shares25,462 from 24,448
Change+1,014 (+4%)
Value$1.4M (-$6.9K)
Filed 2026-11-06
Spirit of America Management Corp
UNCHANGED
Shares25,350 from 25,350
Change0 (0%)
Value$1.4M (-$64.6K)
Filed 2026-10-14
Hendershot Investments Inc.
UNCHANGED
Shares25,303 from 25,303
Change0 (0%)
Value$1.4M (-$64.5K)
Filed 2026-11-05
Arjuna Capital
NEW
Shares25,202
Change+25,202
Value$1.4M
Filed 2026-11-03
Westover Capital Advisors, LLC
INCREASED
Shares24,977 from 21,259
Change+3,718 (+17%)
Value$1.4M (+$148.2K)
Filed 2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares24,837 from 24,929
Change-92 (0%)
Value$1.4M (-$68.6K)
Filed 2026-10-09
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares24,826 from 24,965
Change-139 (-1%)
Value$1.4M (-$71.2K)
Filed 2026-11-03
First Premier Bank
DECREASED
Shares24,795 from 25,080
Change-285 (-1%)
Value$1.3M (-$78.0K)
Filed 2026-10-13
Covenant Asset Management, LLC
INCREASED
Shares24,697 from 23,672
Change+1,025 (+4%)
Value$1.3M (-$4.6K)
Filed 2026-10-14
Meadow Creek Wealth Advisors LLC
INCREASED
Shares24,668 from 22,930
Change+1,738 (+8%)
Value$1.3M (+$36.1K)
Filed 2026-11-02
Klingman & Associates, LLC
INCREASED
Shares24,162 from 19,566
Change+4,596 (+23%)
Value$1.3M (+$200.3K)
Filed 2026-10-20
Independent Investors Inc
DECREASED
Shares24,080 from 24,580
Change-500 (-2%)
Value$1.3M (-$89.9K)
Filed 2026-10-30
McLean Asset Management Corp
DECREASED
Shares24,064 from 24,242
Change-178 (-1%)
Value$1.2M (-$304.4K)
Filed 2026-11-06
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares23,949 from 25,444
Change-1,495 (-6%)
Value$1.3M (-$146.2K)
Filed 2026-10-15
Childress Capital Advisors, LLC
INCREASED
Shares23,933 from 23,362
Change+571 (+2%)
Value$1.3M (-$28.5K)
Filed 2026-10-28
Palacios Wealth Management, LLC
UNCHANGED
Shares23,858 from 23,858
Change0 (0%)
Value$1.3M (-$60.8K)
Filed 2026-11-04
Evansbrook LLC
UNCHANGED
Shares23,854 from 23,854
Change0 (0%)
Value$1.3M (-$60.8K)
Filed 2026-10-16
Pinion Investment Advisors, LLC
INCREASED
Shares23,773 from 22,731
Change+1,042 (+5%)
Value$1.3M (-$1.2K)
Filed 2026-11-04
Confluence Wealth Services, Inc.
DECREASED
Shares23,730 from 25,650
Change-1,920 (-7%)
Value$1.3M (-$169.9K)
Filed 2026-11-05
Golden Reserve Retirement LLC
INCREASED
Shares23,687 from 21,981
Change+1,706 (+8%)
Value$1.3M (+$36.8K)
Filed 2026-11-02
Barrett & Company, Inc.
INCREASED
Shares23,644 from 21,916
Change+1,728 (+8%)
Value$1.3M (+$38.2K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares23,632 from 21,827
Change+1,805 (+8%)
Value$1.3M (+$42.6K)
Filed 2026-10-13
Shayne & Jacobs, LLC
UNCHANGED
Shares23,539 from 23,539
Change0 (0%)
Value$1.3M (-$60.0K)
Filed 2026-10-21
Interchange Capital Partners, LLC
INCREASED
Shares23,494 from 22,552
Change+942 (+4%)
Value$1.3M (-$6.2K)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
DECREASED
Shares23,440 from 25,895
Change-2,455 (-9%)
Value$1.3M (-$199.7K)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED
Shares23,373 from 26,624
Change-3,251 (-12%)
Value$1.3M (-$244.8K)
Filed 2026-10-28
North Forty Two & Co.
DECREASED
Shares23,351 from 24,001
Change-650 (-3%)
Value$1.3M (-$96.6K)
Filed 2026-10-19
Naples Global Advisors, LLC
DECREASED
Shares23,348 from 23,899
Change-551 (-2%)
Value$1.3M (-$90.9K)
Filed 2026-11-05
Souders Financial Advisors
DECREASED
Shares23,341 from 23,502
Change-161 (-1%)
Value$1.3M (-$68.7K)
Filed 2026-11-03
Murphy Pohlad Asset Management LLC
INCREASED
Shares23,215 from 23,164
Change+51 (+0%)
Value$1.3M (-$56.3K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
INCREASED
Shares23,172 from 22,972
Change+200 (+1%)
Value$1.3M (-$47.7K)
Filed 2026-10-26
Uncommon Cents Investing Inc
INCREASED
Shares23,143 from 22,986
Change+157 (+1%)
Value$1.3M (-$50.1K)
Filed 2026-10-20
Hickory Point Bank & Trust
DECREASED
Shares23,107 from 23,487
Change-380 (-2%)
Value$1.3M (-$80.6K)
Filed 2026-10-01
Sentinel Trust Co LBA
INCREASED
Shares23,091 from 22,900
Change+191 (+1%)
Value$1.3M (-$48.0K)
Filed 2026-11-03
Kavar Capital Partners Group, LLC
INCREASED
Shares23,084 from 22,255
Change+829 (+4%)
Value$1.3M (-$11.6K)
Filed 2026-11-06
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares23,071 from 22,481
Change+590 (+3%)
Value$1.3M (-$25.2K)
Filed 2026-10-20
Deseret Mutual Benefit Administrators
DECREASED
Shares22,960 from 24,897
Change-1,937 (-8%)
Value$1.2M (-$168.9K)
Filed 2026-11-04
Trust Co of the South
DECREASED
Shares22,919 from 23,524
Change-605 (-3%)
Value$1.2M (-$92.9K)
Filed 2026-10-21
Navigation Group, LLC
INCREASED
Shares22,859 from 22,608
Change+251 (+1%)
Value$1.2M (-$44.0K)
Filed 2026-10-28
Fiduciary Advisors, Inc.
UNCHANGED
Shares22,826 from 22,826
Change0 (0%)
Value$1.2M (-$58.2K)
Filed 2026-10-16
Physicians Financial Services, Inc.
DECREASED
Shares22,819 from 22,994
Change-175 (-1%)
Value$1.2M (-$68.0K)
Filed 2026-11-04
Bigelow Investment Advisors, LLC
INCREASED
Shares22,794 from 21,774
Change+1,020 (+5%)
Value$1.2M (-$6)
Filed 2026-10-13
LexAurum Advisors, LLC
INCREASED
Shares22,643 from 22,207
Change+436 (+2%)
Value$1.2M (-$32.9K)
Filed 2026-10-19
Traynor Capital Management, Inc.
DECREASED
Shares22,554 from 23,488
Change-934 (-4%)
Value$1.2M (-$110.7K)
Filed 2026-10-29
tru Independence LLC
INCREASED
Shares22,528 from 18,645
Change+3,883 (+21%)
Value$1.2M (+$163.8K)
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares22,497 from 19,621
Change+2,876 (+15%)
Value$1.2M (+$106.5K)
Filed 2026-11-02
Platform Technology Partners
INCREASED
Shares22,260 from 21,820
Change+440 (+2%)
Value$1.2M (-$31.7K)
Filed 2026-11-02
Hohimer Wealth Management, LLC
INCREASED
Shares22,115 from 21,147
Change+968 (+5%)
Value$1.2M (-$1.2K)
Filed 2026-11-04
Bfsg, LLC
INCREASED
Shares22,092 from 20,655
Change+1,437 (+7%)
Value$1.2M (+$25.5K)
Filed 2026-10-30
Valmark Advisers, Inc.
INCREASED
Shares22,080 from 21,213
Change+867 (+4%)
Value$1.2M (-$6.9K)
Filed 2026-11-06
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares21,984 from 22,639
Change-655 (-3%)
Value$1.2M (-$179.5K)
Filed 2026-10-19
J.Safra Asset Management Corp
INCREASED
Shares21,976 from 21,846
Change+130 (+1%)
Value$1.2M (-$48.6K)
Filed 2026-11-03
Root Financial Partners, LLC
INCREASED
Shares21,965 from 16,151
Change+5,814 (+36%)
Value$1.2M (+$275.3K)
Filed 2026-10-21
Dorato Capital Management
INCREASED
Shares21,963 from 19,957
Change+2,006 (+10%)
Value$1.2M (-$15.4K)
Filed 2026-10-08
Roman Butler Fullerton & Co
DECREASED
Shares21,921 from 23,458
Change-1,537 (-7%)
Value$1.1M (-$291.1K)
Filed 2026-10-27
First Affirmative Financial Network
NEW
Shares21,893
Change+21,893
Value$1.2M
Filed 2026-10-21
Archford Capital Strategies, LLC
INCREASED
Shares21,831 from 8,688
Change+13,143 (+151%)
Value$1.2M (+$693.2K)
Filed 2026-10-19
Insight Advisors, LLC/ PA
DECREASED
Shares21,737 from 21,892
Change-155 (-1%)
Value$1.2M (-$64.2K)
Filed 2026-10-22
Arvest Investments, Inc.
INCREASED
Shares21,647 from 21,625
Change+22 (+0%)
Value$1.2M (-$53.9K)
Filed 2026-10-21
Evolution Wealth Advisors, LLC
INCREASED
Shares21,535 from 18,859
Change+2,676 (+14%)
Value$1.2M (+$97.6K)
Filed 2026-11-03
West Paces Advisors Inc.
DECREASED
Shares21,488 from 22,099
Change-611 (-3%)
Value$1.2M (-$89.6K)
Filed 2026-10-13
Aurora Private Wealth, Inc.
DECREASED
Shares21,373 from 22,179
Change-806 (-4%)
Value$1.2M (-$101.0K)
Filed 2026-10-20
Sepio Capital, LP
DECREASED
Shares21,304 from 24,985
Change-3,681 (-15%)
Value$1.2M (-$264.0K)
Filed 2026-10-22
Larry Mathis Financial Planning, LLC
DECREASED
Shares21,261 from 22,663
Change-1,402 (-6%)
Value$1.2M (-$134.1K)
Filed 2026-10-26
Crew Capital Management, Ltd
INCREASED
Shares21,198 from 20,487
Change+711 (+3%)
Value$1.2M (-$13.5K)
Filed 2026-10-28
Fishman JAY A LTD
UNCHANGED
Shares21,142 from 21,142
Change0 (0%)
Value$1.2M (-$53.9K)
Filed 2026-10-26
Trilogy Capital Inc.
INCREASED
Shares21,092 from 19,684
Change+1,408 (+7%)
Value$1.1M (+$26.4K)
Filed 2026-10-20
Natural Investments, LLC
DECREASED
Shares21,040 from 21,992
Change-952 (-4%)
Value$1.1M (-$107.8K)
Filed 2026-11-06
Skyline Advisors, Inc.
INCREASED
Shares20,996 from 20,993
Change+3 (+0%)
Value$1.1M (-$53.4K)
Filed 2026-11-03
AdvisorNet Financial, Inc
INCREASED
Shares20,823 from 19,321
Change+1,502 (+8%)
Value$1.1M (-$30.8K)
Filed 2026-10-15
Parisi Gray Wealth Management
INCREASED
Shares20,798 from 20,783
Change+15 (+0%)
Value$1.1M (-$52.2K)
Filed 2026-10-16
Bell Bank
INCREASED
Shares20,770 from 20,496
Change+274 (+1%)
Value$1.1M (-$37.4K)
Filed 2026-10-21
Kanawha Capital Management LLC
DECREASED
Shares20,726 from 20,910
Change-184 (-1%)
Value$1.1M (-$63.3K)
Filed 2026-10-19
Leisure Capital Management
INCREASED
Shares20,722 from 20,140
Change+582 (+3%)
Value$1.1M (-$19.7K)
Filed 2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares20,700 from 20,652
Change+48 (+0%)
Value$1.1M (-$50.1K)
Filed 2026-10-14
Wealth Effects LLC
INCREASED
Shares20,697 from 20,647
Change+50 (+0%)
Value$1.1M (-$49.9K)
Filed 2026-10-23
Peoples Bank
DECREASED
Shares20,653 from 21,410
Change-757 (-4%)
Value$1.1M (-$95.8K)
Filed 2026-10-26
WealthTrust Asset Management, LLC
DECREASED
Shares20,631 from 22,656
Change-2,025 (-9%)
Value$1.1M (-$168.0K)
Filed 2026-10-22
American National Bank & Trust
DECREASED
Shares20,587 from 21,046
Change-459 (-2%)
Value$1.1M (-$78.6K)
Filed 2026-10-07
United Advisor Group, LLC
INCREASED
Shares20,506 from 19,404
Change+1,102 (+6%)
Value$1.1M (+$10.5K)
Filed 2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED
Shares20,505 from 20,505
Change0 (0%)
Value$1.1M (-$52.3K)
Filed 2026-10-14
Brady Martz Wealth Solutions, LLC
DECREASED
Shares20,477 from 21,639
Change-1,162 (-5%)
Value$1.1M (-$118.4K)
Filed 2026-11-05
Clark Wealth Partners
DECREASED
Shares20,386 from 20,441
Change-55 (0%)
Value$1.1M (-$55.1K)
Filed 2026-10-19
Aire Advisors, LLC
DECREASED
Shares20,281 from 20,424
Change-143 (-1%)
Value$1.1M (-$59.9K)
Filed 2026-10-22
RMR Wealth Builders
INCREASED
Shares20,264 from 15,896
Change+4,368 (+27%)
Value$1.1M (+$197.2K)
Filed 2026-10-22
Income Insurance Ltd
DECREASED
Shares20,221 from 21,021
Change-800 (-4%)
Value$1.1M (-$97.1K)
Filed 2026-10-21
Wendell David Associates Inc
UNCHANGED
Shares20,173 from 20,173
Change0 (0%)
Value$1.1M (-$51.0K)
Filed 2026-10-27
B.A. Schrock Wealth Management, Inc.
NEW
Shares20,129
Change+20,129
Value$1.1M
Filed 2026-10-15
Renasant Bank
DECREASED
Shares20,127 from 20,327
Change-200 (-1%)
Value$1.1M (-$62.7K)
Filed 2026-11-05
Gemmer Asset Management LLC
DECREASED
Shares20,064 from 20,344
Change-280 (-1%)
Value$1.1M (-$67.1K)
Filed 2026-10-16
Abundance Wealth Counselors
DECREASED
Shares20,060 from 20,625
Change-565 (-3%)
Value$1.1M (-$83.3K)
Filed 2026-10-26
Heritage Wealth Management, Inc.
DECREASED
Shares20,038 from 20,209
Change-171 (-1%)
Value$1.1M (-$60.8K)
Filed 2026-10-28
Councilmark Asset Management, LLC
UNCHANGED
Shares20,014 from 20,014
Change0 (0%)
Value$1.1M (-$51.0K)
Filed 2026-10-20
Citadel Investment Advisory, Inc.
DECREASED
Shares19,940 from 20,560
Change-620 (-3%)
Value$1.1M (-$87.0K)
Filed 2026-10-15
Beverly Hills Private Wealth, LLC
INCREASED
Shares19,930 from 19,608
Change+322 (+2%)
Value$1.1M (-$32.5K)
Filed 2026-11-04
Anchyra Partners LLC
INCREASED
Shares19,840 from 18,893
Change+947 (+5%)
Value$1.1M (+$3.4K)
Filed 2026-10-13
Gen-Wealth Partners Inc
INCREASED
Shares19,804 from 17,500
Change+2,304 (+13%)
Value$1.1M (+$80.8K)
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
INCREASED
Shares19,779 from 18,956
Change+823 (+4%)
Value$1.1M (-$3.5K)
Filed 2026-10-20
Baker Tilly Wealth Management, LLC
DECREASED
Shares19,763 from 20,694
Change-931 (-4%)
Value$1.1M (-$103.4K)
Filed 2026-10-05
MSH Capital Advisors LLC
INCREASED
Shares19,758 from 18,791
Change+967 (+5%)
Value$1.1M (+$4.7K)
Filed 2026-11-03
Revolve Wealth Partners, LLC
DECREASED
Shares19,732 from 20,440
Change-708 (-3%)
Value$1.1M (-$90.7K)
Filed 2026-10-23
Procyon Advisors, LLC
DECREASED
Shares19,703 from 20,282
Change-579 (-3%)
Value$1.1M (-$83.2K)
Filed 2026-10-21
Victory Financial Group, LLC
INCREASED
Shares19,691 from 15,279
Change+4,412 (+29%)
Value$1.1M (+$201.2K)
Filed 2026-10-27
New Wave Wealth Advisors LLC
DECREASED
Shares19,665 from 20,467
Change-802 (-4%)
Value$1.1M (-$105.1K)
Filed 2026-10-19
Provenance Wealth Advisors, LLC
INCREASED
Shares19,641 from 4,953
Change+14,688 (+297%)
Value$1.1M (+$786.8K)
Filed 2026-10-30
Emprise Bank
UNCHANGED
Shares19,635 from 19,635
Change0 (0%)
Value$1.1M (-$50.1K)
Filed 2026-10-07
Opinicus Capital, Inc.
INCREASED
Shares19,618 from 19,514
Change+104 (+1%)
Value$1.1M (-$44.1K)
Filed 2026-10-28
Hollow Brook Wealth Management LLC
UNCHANGED
Shares19,598 from 19,598
Change0 (0%)
Value$1.1M (-$50.0K)
Filed 2026-10-29
Gradient Capital Advisors, LLC
DECREASED
Shares19,514 from 19,534
Change-20 (0%)
Value$1.1M (-$50.9K)
Filed 2026-10-21
Kearns & Associates LLC
UNCHANGED
Shares19,500 from 19,500
Change0 (0%)
Value$1.1M (-$49.7K)
Filed 2026-10-09
Lantz Financial LLC
INCREASED
Shares19,463 from 19,267
Change+196 (+1%)
Value$1.1M (-$38.4K)
Filed 2026-10-15
NBH Bank
INCREASED
Shares19,456 from 19,352
Change+104 (+1%)
Value$1.1M (-$43.7K)
Filed 2026-11-05
Edge Wealth Management LLC
DECREASED
Shares19,269 from 19,277
Change-8 (0%)
Value$1.0M (-$48.8K)
Filed 2026-10-13
Cypress Point Wealth Management, LLC
INCREASED
Shares19,238 from 18,292
Change+946 (+5%)
Value$1.0M (+$4.8K)
Filed 2026-11-03
Mccarter Private Wealth Services LLC
INCREASED
Shares19,203 from 19,177
Change+26 (+0%)
Value$1.0M (-$47.5K)
Filed 2026-10-22
Jnba Financial Advisors
INCREASED
Shares19,196 from 18,925
Change+271 (+1%)
Value$1.0M (-$33.5K)
Filed 2026-11-03
Old Port Advisors
INCREASED
Shares19,193 from 18,899
Change+294 (+2%)
Value$1.0M (-$32.2K)
Filed 2026-10-23
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares19,169 from 17,960
Change+1,209 (+7%)
Value$1.0M (+$20.0K)
Filed 2026-10-22
Prairiewood Capital, LLC
DECREASED
Shares19,126 from 20,612
Change-1,486 (-7%)
Value$1.0M (-$133.4K)
Filed 2026-10-16
LVM Capital Management LTD
UNCHANGED
Shares19,100 from 19,100
Change0 (0%)
Value$1.0M (-$48.4K)
Filed 2026-10-20
Gilman Hill Asset Management, LLC
DECREASED
Shares19,068 from 28,193
Change-9,125 (-32%)
Value$1.0M (-$568.6K)
Filed 2026-10-13
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares19,030 from 14,565
Change+4,465 (+31%)
Value$1.0M (+$206.0K)
Filed 2026-11-05
Net Worth Advisory Group
DECREASED
Shares19,011 from 19,039
Change-28 (0%)
Value$1.0M (-$63.4K)
Filed 2026-10-20
Jordan Park Group LLC
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$1.0M (-$48.5K)
Filed 2026-11-06
Cowa, LLC
DECREASED
Shares18,898 from 19,798
Change-900 (-5%)
Value$1.0M (-$99.5K)
Filed 2026-10-30
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares18,893 from 19,331
Change-438 (-2%)
Value$1.0M (-$73.1K)
Filed 2026-10-09
Genesee Capital Advisors, LLC
INCREASED
Shares18,844 from 18,030
Change+814 (+5%)
Value$1.0M (-$1.6K)
Filed 2026-10-20
AA Financial Advisors, LLC
INCREASED
Shares18,799 from 17,768
Change+1,031 (+6%)
Value$1.0M (+$10.8K)
Filed 2026-10-19
Finivi Inc.
INCREASED
Shares18,746 from 18,698
Change+48 (+0%)
Value$1.0M (-$45.1K)
Filed 2026-10-13
Sawgrass Asset Management LLC
DECREASED
Shares18,694 from 19,817
Change-1,123 (-6%)
Value$1.0M (-$111.7K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares18,690 from 14,379
Change+4,311 (+30%)
Value$1.0M (+$196.7K)
Filed 2026-10-13
Chicago Capital, LLC
INCREASED
Shares18,675 from 16,675
Change+2,000 (+12%)
Value$1.0M (+$66.3K)
Filed 2026-10-13
PFW Advisors LLC
INCREASED
Shares18,622 from 18,552
Change+70 (+0%)
Value$1.0M (-$43.5K)
Filed 2026-10-07
Waldron Private Wealth LLC
DECREASED
Shares18,570 from 18,621
Change-51 (0%)
Value$1.0M (-$50.3K)
Filed 2026-11-02
Bria Capital Group, LLC
INCREASED
Shares18,564 from 12,451
Change+6,113 (+49%)
Value$1.0M (+$301.0K)
Filed 2026-10-22
Fortem Financial Group, LLC
DECREASED
Shares18,552 from 18,598
Change-46 (0%)
Value$1.0M (-$49.9K)
Filed 2026-10-20
Westhampton Capital, LLC
UNCHANGED
Shares18,527 from 18,527
Change0 (0%)
Value$1.0M (-$47.2K)
Filed 2026-10-30
McAdam, LLC
INCREASED
Shares18,525 from 17,007
Change+1,518 (+9%)
Value$1.0M (+$39.2K)
Filed 2026-10-21
AGH Wealth Advisors, LLC
INCREASED
Shares18,438 from 18,210
Change+228 (+1%)
Value$1.0M (-$34.0K)
Filed 2026-10-26
Bennett Selby Investments LP
DECREASED
Shares18,421 from 18,438
Change-17 (0%)
Value$1.0M (-$47.9K)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares18,394 from 14,019
Change+4,375 (+31%)
Value$1.0M (+$202.4K)
Filed 2026-10-16
Tannin Capital LLC
DECREASED
Shares18,377 from 19,878
Change-1,501 (-8%)
Value$1.0M (-$132.4K)
Filed 2026-11-05
Washington Capital Management, Inc
DECREASED
Shares18,365 from 21,790
Change-3,425 (-16%)
Value$999.6K (-$242.0K)
Filed 2026-10-19
Steele Capital Management, Inc.
INCREASED
Shares18,353 from 18,143
Change+210 (+1%)
Value$999.0K (-$34.8K)
Filed 2026-11-02
Accel Wealth Management
DECREASED
Shares18,295 from 18,391
Change-96 (-1%)
Value$995.8K (-$52.1K)
Filed 2026-10-13
Waterfront Wealth Inc.
INCREASED
Shares18,240 from 18,239
Change+1 (+0%)
Value$921.7K (-$166.6K)
Filed 2026-11-03
Stableford Capital II LLC
INCREASED
Shares18,231 from 17,264
Change+967 (+6%)
Value$992.3K (+$8.6K)
Filed 2026-10-09
Auxano Advisors, LLC
DECREASED
Shares18,210 from 18,244
Change-34 (0%)
Value$991.2K (-$48.4K)
Filed 2026-11-06
Capital City Trust Co
UNCHANGED
Shares18,205 from 18,205
Change0 (0%)
Value$990.9K (-$46.4K)
Filed 2026-10-22
First Interstate Bank
DECREASED
Shares18,186 from 18,400
Change-214 (-1%)
Value$989.9K (-$58.6K)
Filed 2026-10-23
West Bancorporation Inc
NEW
Shares18,164
Change+18,164
Value$988.7K
Filed 2026-10-29
Cypress Asset Management Inc
DECREASED
Shares18,155 from 18,342
Change-187 (-1%)
Value$988.2K (-$57.0K)
Filed 2026-10-09
Flagship Wealth Advisors, LLC
DECREASED
Shares18,131 from 19,326
Change-1,195 (-6%)
Value$986.9K (-$114.3K)
Filed 2026-11-03
Kestra Investment Management, LLC
DECREASED
Shares18,131 from 18,190
Change-59 (0%)
Value$986.9K (-$49.6K)
Filed 2026-11-04
Allegheny Financial Group
INCREASED
Shares18,063 from 18,004
Change+59 (+0%)
Value$983.2K (-$42.7K)
Filed 2026-11-05
Southern Financial Group, LLC
DECREASED
Shares18,029 from 18,803
Change-774 (-4%)
Value$981.3K (-$90.1K)
Filed 2026-10-30
Mechanics Financial Corp
INCREASED
Shares18,022 from 17,690
Change+332 (+2%)
Value$980.9K (-$27.0K)
Filed 2026-11-05
Enterprise Financial Services Corp
DECREASED
Shares18,020 from 18,045
Change-25 (0%)
Value$980.8K (-$47.4K)
Filed 2026-11-03
Terril Brothers, Inc.
UNCHANGED
Shares17,980 from 17,980
Change0 (0%)
Value$978.7K (-$45.8K)
Filed 2026-11-06
Whitener Capital Management, Inc.
DECREASED
Shares17,963 from 18,165
Change-202 (-1%)
Value$977.7K (-$57.3K)
Filed 2026-10-15
QTR Family Wealth, LLC
DECREASED
Shares17,938 from 17,979
Change-41 (0%)
Value$976.3K (-$48.1K)
Filed 2026-11-02
QV Investors Inc.
DECREASED
Shares17,920 from 18,210
Change-290 (-2%)
Value$975.0K (-$63.0K)
Filed 2026-10-20
Virtue Capital Management, LLC
INCREASED
Shares17,856 from 16,636
Change+1,220 (+7%)
Value$971.9K (+$24.0K)
Filed 2026-10-29
Jmac Enterprises LLC
DECREASED
Shares17,855 from 19,752
Change-1,897 (-10%)
Value$971.9K (-$153.6K)
Filed 2026-10-30
Brucke Financial, Inc.
DECREASED
Shares17,814 from 21,131
Change-3,317 (-16%)
Value$969.6K (-$234.4K)
Filed 2026-10-23
Home Federal Bank of Tennessee
UNCHANGED
Shares17,750 from 17,750
Change0 (0%)
Value$966.1K (-$45.3K)
Filed 2026-10-15
Total Clarity Wealth Management, Inc.
INCREASED
Shares17,705 from 4,889
Change+12,816 (+262%)
Value$963.7K (+$685.1K)
Filed 2026-10-26
Summit Financial Wealth Advisors, LLC
INCREASED
Shares17,698 from 17,501
Change+197 (+1%)
Value$963.3K (-$33.9K)
Filed 2026-10-15
Hager Investment Management Services, LLC
DECREASED
Shares17,632 from 18,069
Change-437 (-2%)
Value$959.7K (-$69.9K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares17,605 from 15,203
Change+2,402 (+16%)
Value$958.3K (+$92.0K)
Filed 2026-10-29
Spring Capital Management, LLC
UNCHANGED
Shares17,571 from 17,571
Change0 (0%)
Value$956.4K (-$44.8K)
Filed 2026-10-09
Carl P. Sherr & Co., LLC
DECREASED
Shares17,560 from 17,739
Change-179 (-1%)
Value$955.8K (-$55.0K)
Filed 2026-11-06
Prentice Wealth Management LLC
DECREASED
Shares17,511 from 18,198
Change-687 (-4%)
Value$953.1K (-$83.8K)
Filed 2026-10-20
MV Capital Management, Inc.
DECREASED
Shares17,451 from 17,505
Change-54 (0%)
Value$949.9K (-$47.6K)
Filed 2026-10-29
180 Wealth Advisors, LLC
INCREASED
Shares17,440 from 17,409
Change+31 (+0%)
Value$949.3K (-$42.7K)
Filed 2026-11-03
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares17,414 from 17,414
Change0 (0%)
Value$947.9K (-$44.4K)
Filed 2026-10-09
DSG Capital Advisors, LLC
DECREASED
Shares17,412 from 24,385
Change-6,973 (-29%)
Value$947.7K (-$530.5K)
Filed 2026-11-05
Worth Financial Advisory Group, LLC
INCREASED
Shares17,406 from 17,212
Change+194 (+1%)
Value$947.4K (-$33.3K)
Filed 2026-10-19
Intesa Sanpaolo Wealth Management
INCREASED
Shares17,320 from 16,725
Change+595 (+4%)
Value$942.7K (-$10.3K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares17,318 from 21,979
Change-4,661 (-21%)
Value$942.6K (-$309.8K)
Filed 2026-10-26
Van Cleef Asset Management,Inc
UNCHANGED
Shares17,290 from 17,290
Change0 (0%)
Value$941.1K (-$44.1K)
Filed 2026-10-20
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares17,257 from 17,257
Change0 (0%)
Value$881.5K (-$101.8K)
Filed 2026-10-29
XXI Wealth, LLC
INCREASED
Shares17,242 from 14,830
Change+2,412 (+16%)
Value$938.5K (+$93.5K)
Filed 2026-10-22
Cromwell Holdings LLC
DECREASED
Shares17,176 from 19,462
Change-2,286 (-12%)
Value$934.9K (-$174.1K)
Filed 2026-10-28
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares17,160 from 15,609
Change+1,551 (+10%)
Value$934.1K (+$44.7K)
Filed 2026-10-09
TrueWealth Advisors, LLC
INCREASED
Shares16,979 from 16,775
Change+204 (+1%)
Value$924.2K (-$31.7K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
INCREASED
Shares16,963 from 16,962
Change+1 (+0%)
Value$923.3K (-$43.2K)
Filed 2026-11-03
CGN Advisors LLC
DECREASED
Shares16,962 from 21,100
Change-4,138 (-20%)
Value$923.3K (-$279.0K)
Filed 2026-10-21
Acropolis Investment Management, LLC
INCREASED
Shares16,956 from 16,019
Change+937 (+6%)
Value$922.9K (+$10.2K)
Filed 2026-10-08
Clear Investment Research, LLC
INCREASED
Shares16,956 from 16,955
Change+1 (+0%)
Value$922.9K (-$43.2K)
Filed 2026-11-06
Warburton Capital Management, LLC
DECREASED
Shares16,954 from 16,973
Change-19 (0%)
Value$841.9K (-$125.1K)
Filed 2026-11-06
Trust Co of Oklahoma
DECREASED
Shares16,945 from 17,755
Change-810 (-5%)
Value$922.3K (-$89.4K)
Filed 2026-10-15
Bedel Financial Consulting, Inc.
INCREASED
Shares16,761 from 16,456
Change+305 (+2%)
Value$912.3K (-$25.4K)
Filed 2026-11-06
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares16,711 from 17,305
Change-594 (-3%)
Value$909.6K (-$76.5K)
Filed 2026-11-06
Advisortrust Partners, LLC
INCREASED
Shares16,695 from 14,958
Change+1,737 (+12%)
Value$908.7K (+$56.4K)
Filed 2026-11-02
Fire Capital Management LLC
INCREASED
Shares16,676 from 15,618
Change+1,058 (+7%)
Value$907.7K (+$17.7K)
Filed 2026-10-27
Forza Wealth Management, LLC
INCREASED
Shares16,675 from 16,119
Change+556 (+3%)
Value$907.6K (-$10.8K)
Filed 2026-10-20
Firethorn Wealth Partners, LLC
DECREASED
Shares16,649 from 17,384
Change-735 (-4%)
Value$906.2K (-$84.3K)
Filed 2026-10-14
PFG Advisors
DECREASED
Shares16,647 from 20,280
Change-3,633 (-18%)
Value$906.1K (-$249.4K)
Filed 2026-10-16
Thrive Capital Management, LLC
INCREASED
Shares16,628 from 16,239
Change+389 (+2%)
Value$905.0K (-$20.2K)
Filed 2026-10-28
111 Capital
INCREASED
Shares16,618 from 10,019
Change+6,599 (+66%)
Value$904.5K (+$333.6K)
Filed 2026-11-03
Staley Capital Advisers Inc
INCREASED
Shares16,610 from 16,500
Change+110 (+1%)
Value$904.1K (-$36.1K)
Filed 2026-11-06
Stokes Capital Advisors, LLC
INCREASED
Shares16,462 from 15,556
Change+906 (+6%)
Value$896.0K (+$9.6K)
Filed 2026-10-09
Caliber Wealth Management, LLC / KS
DECREASED
Shares16,460 from 16,705
Change-245 (-1%)
Value$895.9K (-$55.9K)
Filed 2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares16,380 from 16,880
Change-500 (-3%)
Value$892.0K (-$70.0K)
Filed 2026-10-26
Marin Bay Wealth Advisors, LLC
DECREASED
Shares16,323 from 16,909
Change-586 (-3%)
Value$888.5K (-$75.0K)
Filed 2026-10-28
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares16,317 from 16,317
Change0 (0%)
Value$888.1K (-$41.6K)
Filed 2026-10-07
Burkett Financial Services, LLC
DECREASED
Shares16,290 from 16,598
Change-308 (-2%)
Value$886.7K (-$59.1K)
Filed 2026-10-01
Howard Financial Services, Ltd.
INCREASED
Shares16,225 from 14,160
Change+2,065 (+15%)
Value$883.1K (+$76.3K)
Filed 2026-10-15
BLB&B Advisors, LLC
INCREASED
Shares16,134 from 16,117
Change+17 (+0%)
Value$878.2K (-$40.2K)
Filed 2026-10-27
Myriad Asset Management US LP
INCREASED
Shares16,074 from 13,849
Change+2,225 (+16%)
Value$875.0K (+$86.0K)
Filed 2026-11-03
William John Sempolinski
INCREASED
Shares16,034 from 16,030
Change+4 (+0%)
Value$872.7K (-$40.6K)
Filed 2026-10-20
Paladin Wealth, LLC
INCREASED
Shares15,997 from 14,095
Change+1,902 (+13%)
Value$870.7K (+$67.6K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
INCREASED
Shares15,979 from 15,858
Change+121 (+1%)
Value$869.7K (-$33.9K)
Filed 2026-10-13
Bingham Private Wealth, LLC
DECREASED
Shares15,884 from 16,693
Change-809 (-5%)
Value$864.6K (-$86.6K)
Filed 2026-11-05
Ledyard National Bank
INCREASED
Shares15,836 from 10,550
Change+5,286 (+50%)
Value$862.0K (+$260.8K)
Filed 2026-10-21
Towne Trust Company, N.a
UNCHANGED
Shares15,786 from 15,786
Change0 (0%)
Value$859.2K (-$40.3K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
DECREASED
Shares15,764 from 16,523
Change-759 (-5%)
Value$858.0K (-$83.4K)
Filed 2026-10-13
May Hill Capital, LLC
INCREASED
Shares15,748 from 15,521
Change+227 (+1%)
Value$857.1K (-$27.3K)
Filed 2026-11-03
JB Capital LLC
INCREASED
Shares15,741 from 14,157
Change+1,584 (+11%)
Value$856.8K (+$50.1K)
Filed 2026-10-19
C2c Wealth Management, LLC
INCREASED
Shares15,680 from 15,674
Change+6 (+0%)
Value$853.5K (-$39.6K)
Filed 2026-10-20
Retirement Planning Group, LLC
DECREASED
Shares15,672 from 16,593
Change-921 (-6%)
Value$853.0K (-$92.5K)
Filed 2026-10-19
General Partner, Inc.
UNCHANGED
Shares15,616 from 15,616
Change0 (0%)
Value$850.0K (-$39.8K)
Filed 2026-10-05
Swiss RE LTD
INCREASED
Shares15,614 from 9,496
Change+6,118 (+64%)
Value$849.9K (+$308.8K)
Filed 2026-11-06
Greenspring Advisors, LLC
INCREASED
Shares15,607 from 14,236
Change+1,371 (+10%)
Value$849.5K (+$38.3K)
Filed 2026-11-05
Doliver Advisors, LP
DECREASED
Shares15,533 from 15,633
Change-100 (-1%)
Value$845.5K (-$45.3K)
Filed 2026-10-01
Rachor Investment Advisory Services, LLC
DECREASED
Shares15,530 from 15,533
Change-3 (0%)
Value$845.3K (-$39.8K)
Filed 2026-10-29
CKW Financial Group
INCREASED
Shares15,489 from 15,105
Change+384 (+3%)
Value$832 (-$50)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED
Shares15,472 from 12,766
Change+2,706 (+21%)
Value$842.1K (+$114.7K)
Filed 2026-10-05
Journey Advisory Group, LLC
DECREASED
Shares15,446 from 20,921
Change-5,475 (-26%)
Value$840.7K (-$351.4K)
Filed 2026-11-04
Balefire, LLC
DECREASED
Shares15,441 from 15,576
Change-135 (-1%)
Value$840.4K (-$47.1K)
Filed 2026-10-09
Schear Investment Advisers, LLC
DECREASED
Shares15,422 from 22,831
Change-7,409 (-32%)
Value$839.4K (-$461.5K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares15,422 from 10,069
Change+5,353 (+53%)
Value$839.4K (+$265.7K)
Filed 2026-10-14
Tranquility Partners, LLC
DECREASED
Shares15,412 from 16,462
Change-1,050 (-6%)
Value$838.9K (-$99.1K)
Filed 2026-10-20
Grandview Asset Management LLC
DECREASED
Shares15,406 from 16,560
Change-1,154 (-7%)
Value$838.6K (-$105.0K)
Filed 2026-10-19
First Command Advisory Services, Inc.
DECREASED
Shares15,361 from 16,818
Change-1,457 (-9%)
Value$836.1K (-$122.2K)
Filed 2026-11-05
Garner Asset Management Corp
DECREASED
Shares15,348 from 18,535
Change-3,187 (-17%)
Value$775.4K (-$280.7K)
Filed 2026-10-30
True Private Wealth Advisors
INCREASED
Shares15,321 from 14,820
Change+501 (+3%)
Value$834.0K (-$10.5K)
Filed 2026-10-19
Shoker Investment Counsel, Inc.
INCREASED
Shares15,264 from 15,123
Change+141 (+1%)
Value$830.8K (-$30.9K)
Filed 2026-11-04
Wealth Dimensions Group, Ltd.
INCREASED
Shares15,213 from 12,942
Change+2,271 (+18%)
Value$828.0K (+$90.6K)
Filed 2026-11-02
Independent Solutions Wealth Management, LLC
DECREASED
Shares15,144 from 16,887
Change-1,743 (-10%)
Value$824.3K (-$137.9K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares15,104 from 21,835
Change-6,731 (-31%)
Value$822.1K (-$422.0K)
Filed 2026-10-07
TCV Trust & Wealth Management, Inc.
DECREASED
Shares15,066 from 15,351
Change-285 (-2%)
Value$820.0K (-$54.7K)
Filed 2026-10-16
William B. Walkup & Associates, Inc.
UNCHANGED
Shares15,044 from 15,044
Change0 (0%)
Value$818.8K (-$38.4K)
Filed 2026-11-05
Aspire Private Capital, LLC
INCREASED
Shares15,019 from 14,984
Change+35 (+0%)
Value$817.5K (-$36.3K)
Filed 2026-11-05
Altiora Financial Group, LLC
UNCHANGED
Shares15,010 from 15,010
Change0 (0%)
Value$817.0K (-$38.3K)
Filed 2026-11-04
Wespac Advisors, LLC
DECREASED
Shares14,978 from 15,525
Change-547 (-4%)
Value$815.3K (-$69.4K)
Filed 2026-10-26
Alessandra Capital Management, LLC
DECREASED
Shares14,967 from 15,817
Change-850 (-5%)
Value$814.6K (-$86.6K)
Filed 2026-10-30
Ascent Wealth Partners, LLC
INCREASED
Shares14,893 from 14,805
Change+88 (+1%)
Value$810.6K (-$33.0K)
Filed 2026-10-23
Fortitude Advisory Group L.L.C.
INCREASED
Shares14,870 from 14,379
Change+491 (+3%)
Value$809.4K (-$10.0K)
Filed 2026-10-15
Ballast, Inc.
DECREASED
Shares14,780 from 14,875
Change-95 (-1%)
Value$804.5K (-$43.1K)
Filed 2026-10-20
Regent Peak Wealth Advisors LLC
INCREASED
Shares14,747 from 14,073
Change+674 (+5%)
Value$802.7K (+$826)
Filed 2026-10-13
Carrera Capital Advisors
DECREASED
Shares14,738 from 14,750
Change-12 (0%)
Value$802.2K (-$38.3K)
Filed 2026-11-03
Benin Management Corp
UNCHANGED
Shares14,669 from 14,669
Change0 (0%)
Value$798.4K (-$37.4K)
Filed 2026-10-22
WealthPLAN Partners, LLC
INCREASED
Shares14,663 from 12,869
Change+1,794 (+14%)
Value$798.1K (+$64.9K)
Filed 2026-10-15
1900 Wealth Management LLC
INCREASED
Shares14,661 from 8,777
Change+5,884 (+67%)
Value$798.0K (+$297.9K)
Filed 2026-10-13
Orrstown Financial Services Inc
INCREASED
Shares14,563 from 13,272
Change+1,291 (+10%)
Value$792.7K (+$36.4K)
Filed 2026-10-14
Citizens National Bank Trust Department
UNCHANGED
Shares14,531 from 14,531
Change0 (0%)
Value$790.9K (-$37.1K)
Filed 2026-11-04
Guyasuta Investment Advisors Inc
INCREASED
Shares14,521 from 14,022
Change+499 (+4%)
Value$790.4K (-$8.6K)
Filed 2026-10-15
Marino, Stram & Associates LLC
INCREASED
Shares14,506 from 13,288
Change+1,218 (+9%)
Value$789.5K (+$32.4K)
Filed 2026-10-22
Finer Wealth Management, Inc.
DECREASED
Shares14,417 from 14,511
Change-94 (-1%)
Value$784.7K (-$42.1K)
Filed 2026-10-16
New Hampshire Trust
UNCHANGED
Shares14,397 from 14,397
Change0 (0%)
Value$783.6K (-$36.7K)
Filed 2026-10-20
Abel Hall, LLC
INCREASED
Shares14,383 from 10,381
Change+4,002 (+39%)
Value$782.9K (+$191.4K)
Filed 2026-10-19
Snider Financial Group
DECREASED
Shares14,371 from 14,946
Change-575 (-4%)
Value$782.2K (-$69.4K)
Filed 2026-10-16
Beam Wealth Advisors, Inc.
UNCHANGED
Shares14,333 from 14,333
Change0 (0%)
Value$780.2K (-$36.5K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares14,313
Change+14,313
Value$779.0K
Filed 2026-11-04
Tompkins Financial Corp
DECREASED
Shares14,307 from 15,124
Change-817 (-5%)
Value$778.7K (-$83.0K)
Filed 2026-10-05
Investment Research Partners LLC
DECREASED
Shares14,303 from 14,498
Change-195 (-1%)
Value$778.5K (-$47.6K)
Filed 2026-10-19
Defined Wealth Management, LLC
INCREASED
Shares14,298 from 14,278
Change+20 (+0%)
Value$778.2K (-$35.3K)
Filed 2026-10-19
Riversedge Advisors, LLC
INCREASED
Shares14,282 from 12,527
Change+1,755 (+14%)
Value$777.3K (+$63.5K)
Filed 2026-10-09
Werba Rubin Papier Wealth Management
INCREASED
Shares14,282 from 13,715
Change+567 (+4%)
Value$777.4K (-$4.1K)
Filed 2026-11-06
Leslie Global Wealth, LLC
INCREASED
Shares14,209 from 14,140
Change+69 (+0%)
Value$773.4K (-$32.3K)
Filed 2026-10-26
Prairie Advisory, LLC
INCREASED
Shares14,148 from 7,055
Change+7,093 (+101%)
Value$770.1K (+$368.0K)
Filed 2026-10-19
Outlook Wealth Advisors, LLC
DECREASED
Shares14,089 from 15,162
Change-1,073 (-7%)
Value$766.9K (-$97.1K)
Filed 2026-10-28
Columbia Asset Management
DECREASED
Shares14,071 from 14,468
Change-397 (-3%)
Value$765.9K (-$58.5K)
Filed 2026-10-19
Albion Financial Group
INCREASED
Shares14,057 from 13,881
Change+176 (+1%)
Value$765.1K (-$25.8K)
Filed 2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares14,051 from 13,968
Change+83 (+1%)
Value$764.8K (-$31.2K)
Filed 2026-10-08
Quantum Financial Advisors, LLC
INCREASED
Shares14,030 from 12,950
Change+1,080 (+8%)
Value$763.7K (+$25.8K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares14,002 from 17,552
Change-3,550 (-20%)
Value$762.1K (-$238.0K)
Filed 2026-11-04
Directional Asset Management
DECREASED
Shares13,941 from 14,066
Change-125 (-1%)
Value$758.8K (-$42.7K)
Filed 2026-10-22
Northern Financial Advisors Inc
INCREASED
Shares13,913 from 13,911
Change+2 (+0%)
Value$757.3K (-$35.4K)
Filed 2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares13,888 from 14,562
Change-674 (-5%)
Value$755.9K (-$73.8K)
Filed 2026-11-02
First Citizens Financial Corp
DECREASED
Shares13,852 from 13,876
Change-24 (0%)
Value$754.0K (-$36.7K)
Filed 2026-10-02
Occidental Asset Management, LLC
INCREASED
Shares13,850 from 10,834
Change+3,016 (+28%)
Value$753.9K (+$136.6K)
Filed 2026-11-05
Parkshore Wealth Management, Inc.
UNCHANGED
Shares13,818 from 13,818
Change0 (0%)
Value$752.1K (-$35.2K)
Filed 2026-10-13
Burney Co/
INCREASED
Shares13,790 from 13,410
Change+380 (+3%)
Value$750.6K (-$13.5K)
Filed 2026-10-15
Garde Capital, Inc.
INCREASED
Shares13,772 from 13,733
Change+39 (+0%)
Value$749.6K (-$32.9K)
Filed 2026-10-29
Foster Group, Inc.
INCREASED
Shares13,664 from 13,652
Change+12 (+0%)
Value$743.7K (-$34.2K)
Filed 2026-10-13
City State Bank
DECREASED
Shares13,656 from 14,106
Change-450 (-3%)
Value$743.3K (-$60.5K)
Filed 2026-10-20
Financial Management Network Inc
DECREASED
Shares13,654 from 14,816
Change-1,162 (-8%)
Value$733.9K (-$173.9K)
Filed 2026-10-09
Focused Alpha, LLC
NEW
Shares13,638
Change+13,638
Value$742.3K
Filed 2026-10-20
Traphagen Investment Advisors LLC
DECREASED
Shares13,634 from 13,703
Change-69 (0%)
Value$742.1K (-$38.7K)
Filed 2026-10-14
YHB Investment Advisors, Inc.
DECREASED
Shares13,624 from 14,147
Change-523 (-4%)
Value$741.6K (-$64.5K)
Filed 2026-10-08
Warm Springs Advisors Inc.
UNCHANGED
Shares13,624 from 13,624
Change0 (0%)
Value$741.6K (-$34.7K)
Filed 2026-10-28
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares13,574 from 14,138
Change-564 (-4%)
Value$738.8K (-$66.8K)
Filed 2026-10-14
Gould Asset Management LLC
INCREASED
Shares13,547 from 13,517
Change+30 (+0%)
Value$737.4K (-$32.8K)
Filed 2026-11-06
Franklin Street Advisors Inc
INCREASED
Shares13,542 from 8,574
Change+4,968 (+58%)
Value$737.1K (+$248.5K)
Filed 2026-10-13
KMG Fiduciary Partners, LLC
UNCHANGED
Shares13,540 from 13,540
Change0 (0%)
Value$737.0K (-$34.5K)
Filed 2026-10-14
Intrua Financial, LLC
DECREASED
Shares13,533 from 13,896
Change-363 (-3%)
Value$736.6K (-$55.2K)
Filed 2026-10-28
Lawood & Co
DECREASED
Shares13,527 from 13,777
Change-250 (-2%)
Value$736.3K (-$48.7K)
Filed 2026-10-09
New Covenant Trust Company, N.A.
INCREASED
Shares13,453 from 12,068
Change+1,385 (+11%)
Value$732.2K (+$44.6K)
Filed 2026-10-08
Alliance Wealth Advisors, LLC
DECREASED
Shares13,453 from 13,533
Change-80 (-1%)
Value$732.2K (-$38.9K)
Filed 2026-10-14
TCI Wealth Advisors, Inc.
INCREASED
Shares13,403 from 11,238
Change+2,165 (+19%)
Value$729.5K (+$89.2K)
Filed 2026-10-30
Great Diamond Partners, LLC
DECREASED
Shares13,361 from 13,861
Change-500 (-4%)
Value$727.2K (-$62.6K)
Filed 2026-10-13
Forum Financial Management, LP
DECREASED
Shares13,351 from 13,417
Change-66 (0%)
Value$726.7K (-$37.8K)
Filed 2026-10-16
Founders Grove Wealth Partners, LLC
INCREASED
Shares13,302 from 13,067
Change+235 (+2%)
Value$724.0K (-$20.5K)
Filed 2026-10-16
Rise Advisors, LLC
INCREASED
Shares13,240 from 12,509
Change+731 (+6%)
Value$720.7K (+$7.9K)
Filed 2026-10-16
Howard Capital Management Group, LLC
DECREASED
Shares13,154 from 15,746
Change-2,592 (-16%)
Value$716.0K (-$181.2K)
Filed 2026-10-16
Elevation Wealth Management LLC
INCREASED
Shares13,117 from 10,096
Change+3,021 (+30%)
Value$714.0K (+$138.7K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares13,085 from 12,352
Change+733 (+6%)
Value$712.2K (+$8.4K)
Filed 2026-10-22
Zullo Investment Group, Inc.
INCREASED
Shares13,045 from 12,982
Change+63 (+0%)
Value$710.1K (-$29.7K)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares13,028
Change+13,028
Value$709.1K
Filed 2026-10-28
KW Wealth Management LLC
NEW
Shares12,992
Change+12,992
Value$707.2K
Filed 2026-10-28
Blossom Wealth Management
DECREASED
Shares12,987 from 13,005
Change-18 (0%)
Value$706.9K (-$34.1K)
Filed 2026-11-03
S.A. Mason LLC
INCREASED
Shares12,962 from 12,956
Change+6 (+0%)
Value$705.5K (-$32.7K)
Filed 2026-10-13
Fiera Capital Corp
DECREASED
Shares12,950 from 13,186
Change-236 (-2%)
Value$704.9K (-$46.5K)
Filed 2026-11-06
United Community Bank
DECREASED
Shares12,945 from 13,183
Change-238 (-2%)
Value$704.6K (-$46.6K)
Filed 2026-10-28
Mezzasalma Advisors, LLC
INCREASED
Shares12,931 from 12,772
Change+159 (+1%)
Value$703.8K (-$23.9K)
Filed 2026-10-14
Manchester Capital Management LLC
DECREASED
Shares12,918 from 15,483
Change-2,565 (-17%)
Value$703.1K (-$179.1K)
Filed 2026-10-22
Rainier Family Wealth Inc
INCREASED
Shares12,897 from 12,867
Change+30 (+0%)
Value$702.0K (-$31.2K)
Filed 2026-11-02
Towercrest Capital Management
UNCHANGED
Shares12,875 from 12,875
Change0 (0%)
Value$700.8K (-$32.8K)
Filed 2026-10-23
Syverson Strege & Co
UNCHANGED
Shares12,864 from 12,864
Change0 (0%)
Value$700.2K (-$32.8K)
Filed 2026-11-02
Hudock, Inc.
INCREASED
Shares12,862 from 12,589
Change+273 (+2%)
Value$700.1K (-$17.2K)
Filed 2026-10-14
Smithbridge Asset Management Inc
UNCHANGED
Shares12,862 from 12,862
Change0 (0%)
Value$700.1K (-$32.8K)
Filed 2026-10-19
Opal Wealth Advisors, LLC
DECREASED
Shares12,860 from 14,502
Change-1,642 (-11%)
Value$700.0K (-$126.4K)
Filed 2026-10-16
Ergawealth Advisors, Inc.
UNCHANGED
Shares12,855 from 12,855
Change0 (0%)
Value$699.7K (-$32.8K)
Filed 2026-10-21
Pacific Sage Partners, LLC
DECREASED
Shares12,800 from 12,980
Change-180 (-1%)
Value$696.7K (-$42.9K)
Filed 2026-10-21
Buttonwood Financial Advisors Inc.
DECREASED
Shares12,768 from 12,800
Change-32 (0%)
Value$695.0K (-$34.4K)
Filed 2026-10-13
Trust Co of Toledo NA
DECREASED
Shares12,737 from 14,659
Change-1,922 (-13%)
Value$693.3K (-$142.0K)
Filed 2026-10-16
Symphony Financial, Ltd. Co.
DECREASED
Shares12,718 from 18,548
Change-5,830 (-31%)
Value$694.4K (-$373.8K)
Filed 2026-10-22
RDA Financial Network
DECREASED
Shares12,709 from 15,754
Change-3,045 (-19%)
Value$691.8K (-$205.9K)
Filed 2026-10-15
Sippican Capital Advisors
DECREASED
Shares12,707 from 14,560
Change-1,853 (-13%)
Value$691.6K (-$138.0K)
Filed 2026-10-23
Maia Wealth LLC
DECREASED
Shares12,700 from 13,181
Change-481 (-4%)
Value$691.3K (-$59.8K)
Filed 2026-10-19
Reflection Asset Management
INCREASED
Shares12,693 from 10,077
Change+2,616 (+26%)
Value$690.9K (+$116.7K)
Filed 2026-10-28
Blue Zone Wealth Advisors, LLC
DECREASED
Shares12,667 from 13,987
Change-1,320 (-9%)
Value$689.5K (-$107.5K)
Filed 2026-10-19
Essex Bank
INCREASED
Shares12,656 from 11,906
Change+750 (+6%)
Value$688.9K (+$10.6K)
Filed 2026-10-16
Montis Financial, LLC
INCREASED
Shares12,648 from 12,432
Change+216 (+2%)
Value$688.4K (-$19.9K)
Filed 2026-11-04
Lewis Asset Management, LLC
INCREASED
Shares12,634 from 12,616
Change+18 (+0%)
Value$687.7K (-$31.2K)
Filed 2026-10-14
Benedict Financial Advisors Inc
DECREASED
Shares12,630 from 12,655
Change-25 (0%)
Value$687.4K (-$33.6K)
Filed 2026-10-07
Financial Management Professionals, Inc.
DECREASED
Shares12,614 from 12,767
Change-153 (-1%)
Value$686.6K (-$40.9K)
Filed 2026-10-23
StoneRidge PMG Advisors, LLC
NEW
Shares12,555
Change+12,555
Value$683.0K
Filed 2026-11-04
Eagle Harbor Asset Management Inc
UNCHANGED
Shares12,498 from 12,498
Change0 (0%)
Value$680.3K (-$31.8K)
Filed 2026-10-21
Key FInancial Inc
INCREASED
Shares12,496 from 12,264
Change+232 (+2%)
Value$680.1K (-$18.6K)
Filed 2026-11-02
Baron Wealth Management LLC
DECREASED
Shares12,488 from 12,586
Change-98 (-1%)
Value$679.7K (-$37.4K)
Filed 2026-10-27
Beese Fulmer Investment Management, Inc.
INCREASED
Shares12,458 from 11,224
Change+1,234 (+11%)
Value$678.1K (+$38.6K)
Filed 2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED
Shares12,454 from 12,331
Change+123 (+1%)
Value$677.9K (-$24.8K)
Filed 2026-10-20
Langley Wealth Management, LLC
INCREASED
Shares12,390 from 12,307
Change+83 (+1%)
Value$674.4K (-$26.9K)
Filed 2026-11-04
Beacon Financial Advisory LLC
INCREASED
Shares12,352 from 11,445
Change+907 (+8%)
Value$672.3K (+$20.2K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares12,279 from 11,899
Change+380 (+3%)
Value$668.4K (-$9.6K)
Filed 2026-10-14
Kingstone Capital Partners Texas, LLC
INCREASED
Shares12,252 from 12,189
Change+63 (+1%)
Value$666.9K (-$27.6K)
Filed 2026-11-03
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares12,234 from 12,234
Change0 (0%)
Value$665.9K (-$31.2K)
Filed 2026-10-23
Bank of Stockton
DECREASED
Shares12,233 from 14,033
Change-1,800 (-13%)
Value$665.8K (-$133.8K)
Filed 2026-10-20
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares12,218 from 12,194
Change+24 (+0%)
Value$665.0K (-$29.8K)
Filed 2026-10-29
Ejmk Ventures LLC
INCREASED
Shares12,199 from 10,900
Change+1,299 (+12%)
Value$664.0K (+$42.9K)
Filed 2026-10-21
M.E. Allison & Co., Inc.
INCREASED
Shares12,192 from 12,189
Change+3 (+0%)
Value$663.6K (-$30.9K)
Filed 2026-10-09
Onyx Bridge Wealth Group LLC
DECREASED
Shares12,120 from 12,158
Change-38 (0%)
Value$659.7K (-$33.1K)
Filed 2026-10-16
Ridgecrest Wealth Partners, LLC
DECREASED
Shares12,107 from 12,120
Change-13 (0%)
Value$659.0K (-$31.6K)
Filed 2026-10-19
Charles Schwab Trust Co
INCREASED
Shares12,094 from 9,477
Change+2,617 (+28%)
Value$658.3K (+$118.3K)
Filed 2026-10-15
Affinity Capital Advisors, LLC
INCREASED
Shares12,094 from 10,375
Change+1,719 (+17%)
Value$656.9K (+$35.5K)
Filed 2026-10-13
Silver Lake Advisory, LLC
INCREASED
Shares12,061 from 11,993
Change+68 (+1%)
Value$656.5K (-$26.9K)
Filed 2026-10-22
Thrive Wealth Management, LLC
INCREASED
Shares12,045 from 11,737
Change+308 (+3%)
Value$655.6K (-$13.2K)
Filed 2026-10-13
Symmetry Partners, LLC
INCREASED
Shares12,032 from 10,757
Change+1,275 (+12%)
Value$654.9K (+$41.9K)
Filed 2026-10-27
Capital Management Associates
INCREASED
Shares12,000 from 2,000
Change+10,000 (+500%)
Value$653.2K (+$539.2K)
Filed 2026-11-03
Wellington Shields & Co., LLC
INCREASED
Shares12,000 from 2,027
Change+9,973 (+492%)
Value$653.2K (+$537.7K)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
INCREASED
Shares12,000 from 8,029
Change+3,971 (+49%)
Value$653.2K (+$195.7K)
Filed 2026-11-03
Hedges Asset Management LLC
DECREASED
Shares12,000 from 14,700
Change-2,700 (-18%)
Value$653.2K (-$184.4K)
Filed 2026-10-29
Lederer & Associates Investment Counsel
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$653.0K (-$31.0K)
Filed 2026-10-23
Harvey Investment Co LLC
UNCHANGED
Shares11,980 from 11,980
Change0 (0%)
Value$652.0K (-$31.0K)
Filed 2026-10-20
Altus Wealth Group LLC
DECREASED
Shares11,928 from 12,207
Change-279 (-2%)
Value$649.2K (-$46.3K)
Filed 2026-10-20
Lantern Wealth Advisors, LLC
DECREASED
Shares11,923 from 12,020
Change-97 (-1%)
Value$648.9K (-$35.9K)
Filed 2026-10-22
Canvas Wealth Advisors, LLC
DECREASED
Shares11,911 from 12,464
Change-553 (-4%)
Value$609.1K (-$101.1K)
Filed 2026-11-02
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares11,900 from 11,900
Change0 (0%)
Value$647.7K (-$30.3K)
Filed 2026-11-06
Bank & Trust Co
UNCHANGED
Shares11,853 from 11,853
Change0 (0%)
Value$645.2K (-$30.2K)
Filed 2026-10-07
Morton Brown Family Wealth, LLC
UNCHANGED
Shares11,837 from 11,837
Change0 (0%)
Value$644.3K (-$30.2K)
Filed 2026-10-23
KG Capital Management
INCREASED
Shares11,824 from 11,385
Change+439 (+4%)
Value$643.6K (-$5.1K)
Filed 2026-10-15
Vann Equity Management LLC
INCREASED
Shares11,806 from 11,466
Change+340 (+3%)
Value$642.6K (-$10.8K)
Filed 2026-10-08
Summit Wealth Group LLC / Co
INCREASED
Shares11,801 from 7,976
Change+3,825 (+48%)
Value$642.3K (+$187.8K)
Filed 2026-10-29
SYM Financial Corp
INCREASED
Shares11,779 from 11,044
Change+735 (+7%)
Value$641.1K (+$11.8K)
Filed 2026-10-26
ABC Arbitrage SA
NEW
Shares11,769
Change+11,769
Value$640.6K
Filed 2026-10-23
Wedge Capital Management L L P
INCREASED
Shares11,759 from 11,395
Change+364 (+3%)
Value$640.0K (-$9.2K)
Filed 2026-10-13
Investors Research Corp
DECREASED
Shares11,728 from 12,577
Change-849 (-7%)
Value$638.4K (-$78.3K)
Filed 2026-10-07
IFG Advisors, LLC
INCREASED
Shares11,717 from 11,713
Change+4 (+0%)
Value$637.7K (-$29.7K)
Filed 2026-10-15
Valley National Advisers Inc
DECREASED
Shares11,671 from 11,735
Change-64 (-1%)
Value$635.2K (-$33.4K)
Filed 2026-10-23
CLG LLC
INCREASED
Shares11,654 from 11,644
Change+10 (+0%)
Value$634.3K (-$29.2K)
Filed 2026-10-13
Vista Capital Partners, Inc.
INCREASED
Shares11,645 from 11,610
Change+35 (+0%)
Value$633.8K (-$27.7K)
Filed 2026-11-06
Curat Global, LLC
UNCHANGED
Shares11,615 from 11,615
Change0 (0%)
Value$632.2K (-$29.6K)
Filed 2026-10-26
Stone Summit Wealth LLC
DECREASED
Shares11,600 from 12,800
Change-1,200 (-9%)
Value$631.4K (-$98.0K)
Filed 2026-10-14
Acorn Wealth Advisors, LLC
INCREASED
Shares11,594 from 5,200
Change+6,394 (+123%)
Value$631.0K (+$334.8K)
Filed 2026-10-19
DT Investment Partners, LLC
INCREASED
Shares11,588 from 10,692
Change+896 (+8%)
Value$630.7K (+$21.5K)
Filed 2026-10-27
Cottage Street Advisors LLC
DECREASED
Shares11,581 from 12,692
Change-1,111 (-9%)
Value$630.4K (-$95.6K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares11,556 from 11,556
Change0 (0%)
Value$549.1K (-$15.0K)
Filed 2026-11-04
Canandaigua National Trust Co of Florida
NEW
Shares11,542
Change+11,542
Value$628.2K
Filed 2026-10-07
Sheets Smith Wealth Management
DECREASED
Shares11,524 from 12,415
Change-891 (-7%)
Value$627.2K (-$80.2K)
Filed 2026-10-16
Acorn Financial Advisory Services Inc
INCREASED
Shares11,515 from 11,495
Change+20 (+0%)
Value$626.8K (-$28.2K)
Filed 2026-11-02
Adirondack Trust Co
DECREASED
Shares11,511 from 11,921
Change-410 (-3%)
Value$626.5K (-$52.6K)
Filed 2026-10-14
OFS Enterprise LLC
INCREASED
Shares11,493 from 11,416
Change+77 (+1%)
Value$625.6K (-$24.9K)
Filed 2026-10-16
FAI Advisors, Inc.
INCREASED
Shares11,492 from 11,431
Change+61 (+1%)
Value$625.5K (-$25.8K)
Filed 2026-10-27
Planned Solutions, Inc.
UNCHANGED
Shares11,489 from 11,489
Change0 (0%)
Value$625.3K (-$29.3K)
Filed 2026-10-19
McHugh Group, LLC
DECREASED
Shares11,449 from 11,949
Change-500 (-4%)
Value$623.2K (-$57.7K)
Filed 2026-10-19
Collaborative Fund Advisors, LLC
INCREASED
Shares11,438 from 4,382
Change+7,056 (+161%)
Value$622.6K (+$372.9K)
Filed 2026-11-02
Berman McAleer LLC
UNCHANGED
Shares11,432 from 11,432
Change0 (0%)
Value$622.2K (-$29.2K)
Filed 2026-10-16
Fermata Advisors, LLC
INCREASED
Shares11,430 from 10,602
Change+828 (+8%)
Value$622.1K (+$18.0K)
Filed 2026-10-13
Sigma Investment Counselors Inc
DECREASED
Shares11,427 from 12,073
Change-646 (-5%)
Value$622.0K (-$65.9K)
Filed 2026-10-27
Piedmont Capital Management, LLC
UNCHANGED
Shares11,421 from 11,421
Change0 (0%)
Value$621.6K (-$29.1K)
Filed 2026-10-21
Blueprint Financial Advisors LLC
DECREASED
Shares11,391 from 11,435
Change-44 (0%)
Value$620.0K (-$31.6K)
Filed 2026-10-28
Investment Partners, Ltd.
INCREASED
Shares11,380 from 7,476
Change+3,904 (+52%)
Value$619.4K (+$193.4K)
Filed 2026-10-29
MMA Asset Management LLC
INCREASED
Shares11,358 from 11,348
Change+10 (+0%)
Value$618.2K (-$28.4K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
INCREASED
Shares11,349 from 10,836
Change+513 (+5%)
Value$617.7K (+$291)
Filed 2026-10-05
Arcataur Capital Management LLC
UNCHANGED
Shares11,349 from 11,349
Change0 (0%)
Value$617.7K (-$28.9K)
Filed 2026-10-21
Abacus Wealth Partners, LLC
INCREASED
Shares11,344 from 10,943
Change+401 (+4%)
Value$617.5K (-$6.1K)
Filed 2026-11-03
Autumn Glory Partners, LLC
INCREASED
Shares11,332 from 11,320
Change+12 (+0%)
Value$616.8K (-$28.2K)
Filed 2026-10-26
Verity & Verity, LLC
DECREASED
Shares11,314 from 17,780
Change-6,466 (-36%)
Value$615.8K (-$397.3K)
Filed 2026-10-23
Jacobsen Capital Management
INCREASED
Shares11,288 from 11,255
Change+33 (+0%)
Value$614.4K (-$26.9K)
Filed 2026-10-27
Oak Asset Management, LLC
UNCHANGED
Shares11,286 from 11,286
Change0 (0%)
Value$614.3K (-$28.8K)
Filed 2026-10-13
First Bank & Trust
DECREASED
Shares11,266 from 11,900
Change-634 (-5%)
Value$613.2K (-$64.9K)
Filed 2026-10-19
Bay Capital Advisors, LLC
UNCHANGED
Shares11,264 from 11,264
Change0 (0%)
Value$613.1K (-$28.7K)
Filed 2026-10-16
Integris Wealth Management, LLC
DECREASED
Shares11,224 from 11,364
Change-140 (-1%)
Value$610.9K (-$36.6K)
Filed 2026-10-14
PFC Capital Group, Inc.
INCREASED
Shares11,211 from 11,120
Change+91 (+1%)
Value$610.2K (-$22.8K)
Filed 2026-11-06
KWB Wealth
INCREASED
Shares11,195 from 11,056
Change+139 (+1%)
Value$609.4K (-$20.6K)
Filed 2026-10-16
Tradewinds Capital Management, LLC
INCREASED
Shares11,179 from 11,178
Change+1 (+0%)
Value$608.5K (-$28.5K)
Filed 2026-10-23
Kentucky Trust Co
UNCHANGED
Shares11,168 from 11,168
Change0 (0%)
Value$607.9K (-$28.5K)
Filed 2026-10-15
Revisor Wealth Management LLC
INCREASED
Shares11,159 from 7,178
Change+3,981 (+55%)
Value$583.7K (+$174.7K)
Filed 2026-10-20
Warwick Investment Management, Inc.
DECREASED
Shares11,120 from 12,403
Change-1,283 (-10%)
Value$605.3K (-$101.5K)
Filed 2026-10-19
Able Financial Group, LLC
DECREASED
Shares11,052 from 11,594
Change-542 (-5%)
Value$601.6K (-$59.1K)
Filed 2026-10-14
Lexington Hill Partners, LLC
INCREASED
Shares11,052 from 10,671
Change+381 (+4%)
Value$601.5K (-$6.5K)
Filed 2026-10-13
Verus Financial Partners, Inc.
INCREASED
Shares11,031 from 11,003
Change+28 (+0%)
Value$600.4K (-$26.5K)
Filed 2026-10-29
Moran Wealth Management, LLC
INCREASED
Shares10,955 from 7,873
Change+3,082 (+39%)
Value$596.3K (+$147.6K)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares10,924 from 8,665
Change+2,259 (+26%)
Value$594.6K (+$100.8K)
Filed 2026-10-26
Integrity Advisory Solutions, LLC
INCREASED
Shares10,906 from 9,650
Change+1,256 (+13%)
Value$593.7K (+$43.8K)
Filed 2026-10-29
Legacy Capital Wealth Partners, LLC
DECREASED
Shares10,873 from 11,757
Change-884 (-8%)
Value$591.8K (-$78.1K)
Filed 2026-10-21
Mattern Wealth Management LLC
UNCHANGED
Shares10,848 from 10,848
Change0 (0%)
Value$590.5K (-$27.7K)
Filed 2026-11-04
Sovran Advisors, LLC
DECREASED
Shares10,780 from 10,867
Change-87 (-1%)
Value$551.3K (-$129.2K)
Filed 2026-11-02
Gallagher Capital Advisors, LLC
DECREASED
Shares10,773 from 10,834
Change-61 (-1%)
Value$586.4K (-$30.9K)
Filed 2026-10-09
Grant Private Wealth Management Inc
INCREASED
Shares10,771 from 7,281
Change+3,490 (+48%)
Value$586.3K (+$171.4K)
Filed 2026-10-19
Encompass Wealth Advisors, LLC
INCREASED
Shares10,768 from 3,847
Change+6,921 (+180%)
Value$586.1K (+$366.9K)
Filed 2026-10-15
Financial Council, LLC
INCREASED
Shares10,745 from 10,739
Change+6 (+0%)
Value$584.8K (-$27.1K)
Filed 2026-11-02
Belleair Asset Management, LLC
INCREASED
Shares10,732 from 7,970
Change+2,762 (+35%)
Value$584.1K (+$130.0K)
Filed 2026-11-03
Midland Wealth Advisors, LLC
DECREASED
Shares10,731 from 12,232
Change-1,501 (-12%)
Value$584.1K (-$112.9K)
Filed 2026-10-26
Crumly & Associates Inc.
INCREASED
Shares10,711 from 8,801
Change+1,910 (+22%)
Value$583.0K (+$81.5K)
Filed 2026-10-07
Guardian Partners Inc.
DECREASED
Shares10,709 from 11,959
Change-1,250 (-10%)
Value$582.9K (-$98.5K)
Filed 2026-10-21
MBA Advisors LLC
INCREASED
Shares10,691 from 10,240
Change+451 (+4%)
Value$581.9K (-$1.6K)
Filed 2026-10-29
Indiana Trust & Investment Management Co
UNCHANGED
Shares10,685 from 10,685
Change0 (0%)
Value$581.6K (-$27.2K)
Filed 2026-10-22
Alliance Wealth Management Group
UNCHANGED
Shares10,683 from 10,683
Change0 (0%)
Value$581.5K (-$27.2K)
Filed 2026-10-29
LeConte Wealth Management, LLC
INCREASED
Shares10,676 from 9,893
Change+783 (+8%)
Value$581.1K (+$17.4K)
Filed 2026-10-20
Tcfg Investment Advisors, LLC
INCREASED
Shares10,675 from 10,585
Change+90 (+1%)
Value$581.0K (-$22.1K)
Filed 2026-10-20
Cogent Private Wealth, Inc.
DECREASED
Shares10,660 from 11,211
Change-551 (-5%)
Value$580.2K (-$58.6K)
Filed 2026-11-06
Maltin Wealth Management, Inc.
DECREASED
Shares10,659 from 11,857
Change-1,198 (-10%)
Value$580.2K (-$95.4K)
Filed 2026-10-13
Cahaba Wealth Management, Inc.
DECREASED
Shares10,602 from 10,734
Change-132 (-1%)
Value$577.1K (-$34.5K)
Filed 2026-10-26
Clark Asset Management, LLC
DECREASED
Shares10,594 from 10,908
Change-314 (-3%)
Value$576.6K (-$44.9K)
Filed 2026-10-19
Obsidian CIO, LLC
INCREASED
Shares10,524 from 8,913
Change+1,611 (+18%)
Value$572.8K (+$64.9K)
Filed 2026-11-05
CPC Advisors, LLC
INCREASED
Shares10,523 from 9,785
Change+738 (+8%)
Value$572.8K (+$15.2K)
Filed 2026-10-21
Advocate Investing Services LLC
UNCHANGED
Shares10,517 from 10,517
Change0 (0%)
Value$572.4K (-$26.8K)
Filed 2026-10-26
VAN Strum & Towne Inc.
DECREASED
Shares10,480 from 10,686
Change-206 (-2%)
Value$570.4K (-$38.5K)
Filed 2026-11-06
First Financial Corp
DECREASED
Shares10,463 from 10,582
Change-119 (-1%)
Value$569.5K (-$33.5K)
Filed 2026-10-13
MW Advisory, LLC
INCREASED
Shares10,443 from 8,843
Change+1,600 (+18%)
Value$568.4K (+$64.5K)
Filed 2026-10-19
Arlington Trust Co LLC
INCREASED
Shares10,433 from 8,213
Change+2,220 (+27%)
Value$567.9K (+$99.9K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares10,429 from 9,964
Change+465 (+5%)
Value$567.7K (-$85)
Filed 2026-10-08
Private Wealth Partners, LLC
DECREASED
Shares10,416 from 11,565
Change-1,149 (-10%)
Value$566.9K (-$92.0K)
Filed 2026-10-22
StoryOne LLC
INCREASED
Shares10,390 from 5,143
Change+5,247 (+102%)
Value$565.5K (+$272.5K)
Filed 2026-10-13
Freedom Day Solutions, LLC
INCREASED
Shares10,380 from 9,022
Change+1,358 (+15%)
Value$565.0K (+$50.9K)
Filed 2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares10,373 from 10,373
Change0 (0%)
Value$564.6K (-$26.5K)
Filed 2026-10-28
Olympiad Research LP
NEW
Shares10,338
Change+10,338
Value$562.7K
Filed 2026-11-04
Alpine Bank Wealth Management
UNCHANGED
Shares10,330 from 10,330
Change0 (0%)
Value$562.3K (-$26.3K)
Filed 2026-10-16
Pennsylvania Capital Management Inc
INCREASED
Shares10,322 from 7,022
Change+3,300 (+47%)
Value$561.8K (+$161.7K)
Filed 2026-11-05
Powers Advisory Group, LLC
INCREASED
Shares10,297 from 10,100
Change+197 (+2%)
Value$560.5K (-$15.1K)
Filed 2026-10-14
JGP Wealth Management, LLC
DECREASED
Shares10,274 from 15,274
Change-5,000 (-33%)
Value$559.2K (-$311.1K)
Filed 2026-10-13
Granite Islands Private Wealth, LLC
DECREASED
Shares10,266 from 10,366
Change-100 (-1%)
Value$557.9K (-$31.8K)
Filed 2026-10-16
Mcdonald Partners LLC
UNCHANGED
Shares10,264 from 10,264
Change0 (0%)
Value$558.7K (-$26.2K)
Filed 2026-11-03
RW Investment Management LLC
DECREASED
Shares10,260 from 10,779
Change-519 (-5%)
Value$558.5K (-$55.7K)
Filed 2026-11-03
Impact Capital Partners LLC
DECREASED
Shares10,250 from 10,274
Change-24 (0%)
Value$557.9K (-$27.5K)
Filed 2026-10-22
Triton Wealth Management, Pllc
DECREASED
Shares10,244 from 10,409
Change-165 (-2%)
Value$508.9K (-$98.0K)
Filed 2026-11-04
Spartan Planning & Wealth Management
DECREASED
Shares10,232 from 11,599
Change-1,367 (-12%)
Value$556.9K (-$104.0K)
Filed 2026-10-13
Cornerstone Management, Inc.
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$555.2K (-$26.0K)
Filed 2026-10-16
Certified Advisory Corp
INCREASED
Shares10,193 from 10,143
Change+50 (+0%)
Value$554.8K (-$23.1K)
Filed 2026-10-29
Grey Ledge Advisors, LLC
INCREASED
Shares10,191 from 8,812
Change+1,379 (+16%)
Value$554.7K (+$52.6K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares10,145 from 8,382
Change+1,763 (+21%)
Value$552.2K (+$74.6K)
Filed 2026-10-28
Beirne Wealth Consulting Services, LLC
DECREASED
Shares10,132 from 10,839
Change-707 (-7%)
Value$551.6K (-$66.1K)
Filed 2026-10-19
Sage Capital Advisors,llc
DECREASED
Shares10,116 from 10,158
Change-42 (0%)
Value$550.6K (-$28.2K)
Filed 2026-10-13
Greenwood Gearhart LLC
INCREASED
Shares10,108 from 9,739
Change+369 (+4%)
Value$550.2K (-$4.7K)
Filed 2026-11-02
Five Oceans Advisors
DECREASED
Shares10,061 from 11,701
Change-1,640 (-14%)
Value$547.6K (-$119.1K)
Filed 2026-10-22
Regatta Capital Group, LLC
INCREASED
Shares10,035 from 8,647
Change+1,388 (+16%)
Value$546.2K (+$53.5K)
Filed 2026-10-23
Dagco, Inc.
INCREASED
Shares10,013 from 9,330
Change+683 (+7%)
Value$545.0K (+$13.3K)
Filed 2026-10-20
WBI Investments, LLC
NEW
Shares9,972
Change+9,972
Value$542.8K
Filed 2026-11-05
RS Crum Inc.
INCREASED
Shares9,936 from 9,924
Change+12 (+0%)
Value$540.8K (-$24.7K)
Filed 2026-10-19
Advisory Resource Group
INCREASED
Shares9,920 from 9,914
Change+6 (+0%)
Value$540.0K (-$24.9K)
Filed 2026-10-26
BOS Asset Management, LLC
INCREASED
Shares9,897 from 9,494
Change+403 (+4%)
Value$538.7K (-$2.3K)
Filed 2026-10-09
Union Savings Bank
INCREASED
Shares9,891 from 9,832
Change+59 (+1%)
Value$538.4K (-$21.8K)
Filed 2026-10-14
HBW Advisory Services LLC
INCREASED
Shares9,888 from 9,423
Change+465 (+5%)
Value$538.2K (+$1.3K)
Filed 2026-10-15
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares9,868 from 9,855
Change+13 (+0%)
Value$537.1K (-$24.4K)
Filed 2026-10-08
LMG Wealth Partners, LLC
UNCHANGED
Shares9,851 from 9,851
Change0 (0%)
Value$536.2K (-$25.1K)
Filed 2026-11-05
Promethium Advisors,llc
DECREASED
Shares9,845 from 10,495
Change-650 (-6%)
Value$535.9K (-$62.1K)
Filed 2026-10-19
Rydar Equities, Inc.
INCREASED
Shares9,827 from 9,775
Change+52 (+1%)
Value$525.9K (-$69.4K)
Filed 2026-10-13
Davidson Trust Co
DECREASED
Shares9,771 from 9,871
Change-100 (-1%)
Value$531.8K (-$30.6K)
Filed 2026-10-09
Brandywine OAK Private Wealth LLC
DECREASED
Shares9,756 from 10,391
Change-635 (-6%)
Value$531.0K (-$61.1K)
Filed 2026-10-23
Alchemi Wealth, LLC
DECREASED
Shares9,733 from 10,174
Change-441 (-4%)
Value$529.8K (-$49.9K)
Filed 2026-11-04
Postrock Partners LLC
UNCHANGED
Shares9,721 from 9,721
Change0 (0%)
Value$529.1K (-$24.8K)
Filed 2026-11-02
Hobart Private Capital, LLC
INCREASED
Shares9,713 from 9,575
Change+138 (+1%)
Value$528.7K (-$16.9K)
Filed 2026-10-19
Amplius Wealth Advisors, LLC
INCREASED
Shares9,708 from 8,358
Change+1,350 (+16%)
Value$528.4K (+$52.2K)
Filed 2026-10-20
Coyle Financial Counsel LLC
INCREASED
Shares9,692 from 9,667
Change+25 (+0%)
Value$527.5K (-$23.3K)
Filed 2026-10-28
Linden Thomas Advisory Services, LLC
INCREASED
Shares9,687 from 8,695
Change+992 (+11%)
Value$527.3K (+$31.8K)
Filed 2026-10-19
Semus Wealth Partners LLC
DECREASED
Shares9,678 from 10,559
Change-881 (-8%)
Value$526.8K (-$74.9K)
Filed 2026-10-22
First Nebraska Trust Co
UNCHANGED
Shares9,653 from 9,653
Change0 (0%)
Value$525.4K (-$24.6K)
Filed 2026-10-30
RKL Wealth Management LLC
INCREASED
Shares9,650 from 9,188
Change+462 (+5%)
Value$525.2K (+$1.7K)
Filed 2026-10-16
Townsend Asset Management Corp
INCREASED
Shares9,648 from 9,634
Change+14 (+0%)
Value$525.2K (-$23.8K)
Filed 2026-10-29
Norris Perne & French LLP
INCREASED
Shares9,608 from 8,086
Change+1,522 (+19%)
Value$523.0K (+$62.2K)
Filed 2026-10-23
Oak Barrel Wealth Advisory LLC
INCREASED
Shares9,603 from 9,582
Change+21 (+0%)
Value$522.7K (-$23.3K)
Filed 2026-11-05
Jcic Asset Management Inc.
INCREASED
Shares9,582 from 7,025
Change+2,557 (+36%)
Value$521.5K (+$179.1K)
Filed 2026-10-30
Stablepoint Partners, LLC
INCREASED
Shares9,579 from 9,454
Change+125 (+1%)
Value$521.4K (-$17.3K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED
Shares9,569 from 9,010
Change+559 (+6%)
Value$520.8K (+$7.5K)
Filed 2026-11-02
TBH Global Asset Management, LLC
DECREASED
Shares9,568 from 9,629
Change-61 (-1%)
Value$520.8K (-$27.9K)
Filed 2026-11-03
Walker Asset Management, LLC
INCREASED
Shares9,568 from 9,538
Change+30 (+0%)
Value$520.8K (-$22.7K)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED
Shares9,563 from 8,652
Change+911 (+11%)
Value$520.5K (+$27.5K)
Filed 2026-10-29
MKT Advisors LLC
DECREASED
Shares9,532 from 9,990
Change-458 (-5%)
Value$511.0K (-$87.0K)
Filed 2026-10-20
Selective Wealth Management, Inc.
INCREASED
Shares9,526 from 8,769
Change+757 (+9%)
Value$492.5K (-$44.8K)
Filed 2026-10-16
Mirador Capital Partners LP
INCREASED
Shares9,501 from 9,296
Change+205 (+2%)
Value$517.1K (-$12.6K)
Filed 2026-10-09
Copeland Capital Management, LLC
NEW
Shares9,495
Change+9,495
Value$516.8K
Filed 2026-10-13
Obermeyer Wealth Partners
INCREASED
Shares9,451 from 7,231
Change+2,220 (+31%)
Value$514.4K (+$102.4K)
Filed 2026-10-21
Southland Equity Partners LLC
DECREASED
Shares9,449 from 10,082
Change-633 (-6%)
Value$514.3K (-$60.1K)
Filed 2026-10-14
Park Capital Management, LLC / WI
DECREASED
Shares9,423 from 9,804
Change-381 (-4%)
Value$512.9K (-$45.7K)
Filed 2026-10-13
Guidance Point Advisors, LLC
DECREASED
Shares9,421 from 9,910
Change-489 (-5%)
Value$512.9K (-$51.9K)
Filed 2026-10-15
Newport Capital Group, LLC
NEW
Shares9,417
Change+9,417
Value$575.2K
Filed 2026-10-16
Ti-Trust, Inc
UNCHANGED
Shares9,410 from 9,410
Change0 (0%)
Value$512.2K (-$24.0K)
Filed 2026-10-21
Argyle Capital Partners, LLC
UNCHANGED
Shares9,375 from 9,375
Change0 (0%)
Value$510.3K (-$23.9K)
Filed 2026-10-23
InTrack Investment Management Inc
DECREASED
Shares9,372 from 9,472
Change-100 (-1%)
Value$510.1K (-$29.6K)
Filed 2026-10-15
WMG Financial Advisors, LLC
UNCHANGED
Shares9,361 from 9,361
Change0 (0%)
Value$533.4K ($0)
Filed 2026-10-28
Sutton Place Investors LLC
INCREASED
Shares9,342 from 9,291
Change+51 (+1%)
Value$508.5K (-$20.9K)
Filed 2026-10-20
Centerpoint Advisory Group
INCREASED
Shares9,334 from 9,070
Change+264 (+3%)
Value$508.0K (-$8.8K)
Filed 2026-10-23
EdgeRock Capital LLC
INCREASED
Shares9,297 from 8,746
Change+551 (+6%)
Value$506.0K (+$7.7K)
Filed 2026-11-03
Bullock Wealth Management Group
INCREASED
Shares9,294 from 9,268
Change+26 (+0%)
Value$499.4K (-$41.5K)
Filed 2026-10-09
Genesis Private Wealth, LLC
INCREASED
Shares9,291 from 6,332
Change+2,959 (+47%)
Value$505.7K (+$144.9K)
Filed 2026-11-02
J. L. Bainbridge & Co., Inc.
DECREASED
Shares9,275 from 10,394
Change-1,119 (-11%)
Value$504.8K (-$87.5K)
Filed 2026-10-20
Market Street Wealth Management Advisors LLC
INCREASED
Shares9,268 from 8,166
Change+1,102 (+13%)
Value$504.4K (+$39.1K)
Filed 2026-10-09
Founders Capital Management, LLC
DECREASED
Shares9,194 from 9,542
Change-348 (-4%)
Value$500.4K (-$43.3K)
Filed 2026-10-23
Vicus Capital
INCREASED
Shares9,184 from 8,943
Change+241 (+3%)
Value$499.9K (-$9.7K)
Filed 2026-11-05
Altura Wealth Advisors Inc.
INCREASED
Shares9,182 from 8,062
Change+1,120 (+14%)
Value$499.8K (+$40.4K)
Filed 2026-10-22
Global Assets Advisory, LLC
INCREASED
Shares9,170 from 9,005
Change+165 (+2%)
Value$496.6K (-$28.7K)
Filed 2026-10-28
Perennial Advisors, LLC
UNCHANGED
Shares9,162 from 9,162
Change0 (0%)
Value$498.7K (-$23.4K)
Filed 2026-10-13
Vertrix Wealth Management, LLC
UNCHANGED
Shares9,099 from 9,099
Change0 (0%)
Value$495.3K (-$23.2K)
Filed 2026-10-13
Eagle Wealth Strategies LLC
INCREASED
Shares9,054 from 8,977
Change+77 (+1%)
Value$492.8K (-$18.7K)
Filed 2026-10-20
Sendero Wealth Management, LLC
INCREASED
Shares9,037 from 8,984
Change+53 (+1%)
Value$491.9K (-$20.0K)
Filed 2026-10-14
Parkside Investments, LLC
DECREASED
Shares9,000 from 40,000
Change-31,000 (-77%)
Value$489.9K (-$79.9K)
Filed 2026-10-20
Inspirion Wealth Advisors, LLC
DECREASED
Shares8,997 from 9,027
Change-30 (0%)
Value$489.7K (-$37.1K)
Filed 2026-10-09
Heritage Family Offices, LLP
INCREASED
Shares8,975 from 8,378
Change+597 (+7%)
Value$488.5K (+$11.1K)
Filed 2026-11-02
Bernardo Wealth Planning LLC
INCREASED
Shares8,972 from 4,265
Change+4,707 (+110%)
Value$488.3K (+$245.3K)
Filed 2026-10-23
Poinciana Advisors Group, LLC
DECREASED
Shares8,888 from 9,088
Change-200 (-2%)
Value$483.8K (-$34.1K)
Filed 2026-11-06
Point Windward Advisors Inc.
UNCHANGED
Shares8,875 from 8,875
Change0 (0%)
Value$483.1K (-$22.6K)
Filed 2026-11-06
Cordgrass Capital Advisors, LLC
DECREASED
Shares8,864 from 8,909
Change-45 (-1%)
Value$482.5K (-$25.2K)
Filed 2026-10-30
Alpha Family Trust
UNCHANGED
Shares8,860 from 8,860
Change0 (0%)
Value$504.8K ($0)
Filed 2026-11-04
Traveka Wealth, LLC
INCREASED
Shares8,854 from 8,652
Change+202 (+2%)
Value$481.9K (-$11.1K)
Filed 2026-10-19
Willis Johnson Wealth, Inc.
INCREASED
Shares8,814 from 8,432
Change+382 (+5%)
Value$479.8K (-$700)
Filed 2026-11-03
Shade Tree Advisors LLC
NEW
Shares8,778
Change+8,778
Value$477.8K
Filed 2026-10-22
Signet Investment Advisory Group, Inc.
DECREASED
Shares8,738 from 9,813
Change-1,075 (-11%)
Value$475.6K (-$83.5K)
Filed 2026-10-30
Capstone Wealth Management, LLC
UNCHANGED
Shares8,735 from 8,735
Change0 (0%)
Value$475.4K (-$22.3K)
Filed 2026-11-02
Raleigh Capital Management Inc.
INCREASED
Shares8,675 from 8,425
Change+250 (+3%)
Value$472.2K (-$7.9K)
Filed 2026-10-28
Richard P Slaughter Associates Inc
DECREASED
Shares8,664 from 8,998
Change-334 (-4%)
Value$471.6K (-$41.1K)
Filed 2026-10-13
Range Financial Group LLC
DECREASED
Shares8,656 from 9,125
Change-469 (-5%)
Value$471.2K (-$48.8K)
Filed 2026-10-21
Sard Wealth Management Group, LLC
INCREASED
Shares8,655 from 8,607
Change+48 (+1%)
Value$471.1K (-$19.3K)
Filed 2026-10-16
Cooper S Advisors, LLC
INCREASED
Shares8,645 from 8,642
Change+3 (+0%)
Value$470.6K (-$21.9K)
Filed 2026-11-03
Asset Advisors Investment Management, LLC
INCREASED
Shares8,612 from 7,990
Change+622 (+8%)
Value$468.7K (+$13.5K)
Filed 2026-10-19
Atwood & Palmer Inc
INCREASED
Shares8,602 from 7,966
Change+636 (+8%)
Value$468.2K (+$14.3K)
Filed 2026-10-08
Segment Wealth Management, LLC
UNCHANGED
Shares8,563 from 8,563
Change0 (0%)
Value$466.1K (-$21.8K)
Filed 2026-10-26
Scott Capital Advisors, LLC
INCREASED
Shares8,554 from 6,626
Change+1,928 (+29%)
Value$457.8K (+$80.3K)
Filed 2026-10-13
Sawyer & Company, Inc
DECREASED
Shares8,546 from 8,626
Change-80 (-1%)
Value$465.2K (-$26.4K)
Filed 2026-10-21
Asset Advisory Group, Inc.
INCREASED
Shares8,498 from 8,497
Change+1 (+0%)
Value$462.5K (-$21.6K)
Filed 2026-10-20
Old North State Wealth Management, LLC
DECREASED
Shares8,479 from 8,487
Change-8 (0%)
Value$461.6K (-$22.1K)
Filed 2026-10-22
Allen Wealth Management, LLC
INCREASED
Shares8,476 from 8,109
Change+367 (+5%)
Value$461.3K (-$702)
Filed 2026-10-29
Ariadne Wealth Management, LP
INCREASED
Shares8,461 from 8,355
Change+106 (+1%)
Value$460.5K (-$15.5K)
Filed 2026-11-06
Evolution Wealth Management Inc.
DECREASED
Shares8,458 from 9,544
Change-1,086 (-11%)
Value$460.4K (-$83.4K)
Filed 2026-10-28
Optivise Advisory Services LLC
INCREASED
Shares8,379 from 7,948
Change+431 (+5%)
Value$456.1K (+$3.2K)
Filed 2026-10-19
Sentinel Pension Advisors, LLC
INCREASED
Shares8,368 from 7,379
Change+989 (+13%)
Value$455.5K (+$3.4K)
Filed 2026-11-02
Successful Portfolios LLC
UNCHANGED
Shares8,359 from 8,359
Change0 (0%)
Value$451.0K (-$46.4K)
Filed 2026-10-09
Wealthcare Capital Partners, LLC
INCREASED
Shares8,355 from 8,326
Change+29 (+0%)
Value$454.8K (-$19.7K)
Filed 2026-10-21
Cypress Wealth Services, LLC
INCREASED
Shares8,348 from 8,176
Change+172 (+2%)
Value$451.5K (-$14.3K)
Filed 2026-10-21
Nadler Financial Group, Inc.
UNCHANGED
Shares8,339 from 8,339
Change0 (0%)
Value$453.9K (-$21.3K)
Filed 2026-10-23
Channel Wealth LLC
DECREASED
Shares8,322 from 9,432
Change-1,110 (-12%)
Value$453.0K (-$84.5K)
Filed 2026-11-06
Fogel Capital Management, Inc.
INCREASED
Shares8,319 from 8,312
Change+7 (+0%)
Value$452.8K (-$20.8K)
Filed 2026-11-04
Nolet Wealth Management, LLC
UNCHANGED
Shares8,317 from 8,317
Change0 (0%)
Value$452.7K (-$21.2K)
Filed 2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares8,297 from 8,105
Change+192 (+2%)
Value$451.6K (-$10.2K)
Filed 2026-10-21
Financial Security Advisor, Inc.
DECREASED
Shares8,286 from 9,290
Change-1,004 (-11%)
Value$451.0K (-$78.4K)
Filed 2026-11-03
Cherrydale Wealth Management, LLC
INCREASED
Shares8,269 from 8,254
Change+15 (+0%)
Value$450.1K (-$20.2K)
Filed 2026-10-20
Crown Wealth Group, LLC
DECREASED
Shares8,247 from 8,453
Change-206 (-2%)
Value$448.9K (-$32.8K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
DECREASED
Shares8,245 from 8,364
Change-119 (-1%)
Value$448.8K (-$27.9K)
Filed 2026-10-20
TSG Advice Partners, LLC
NEW
Shares8,228
Change+8,228
Value$468.8K
Filed 2026-10-29
Smith Chas P & Associates PA Cpas
DECREASED
Shares8,222 from 8,422
Change-200 (-2%)
Value$421.2K (-$58.7K)
Filed 2026-10-22
GK Wealth Management LLC
INCREASED
Shares8,219 from 7,655
Change+564 (+7%)
Value$447.4K (+$11.2K)
Filed 2026-10-09
Invera Wealth Advisors, LLC
INCREASED
Shares8,211 from 7,599
Change+612 (+8%)
Value$446.9K (+$13.9K)
Filed 2026-10-28
Montz Harcus Wealth Management LLC
INCREASED
Shares8,195 from 8,081
Change+114 (+1%)
Value$446.0K (-$14.4K)
Filed 2026-10-09
Centurion Wealth Management LLC
DECREASED
Shares8,182 from 9,149
Change-967 (-11%)
Value$445.3K (-$76.0K)
Filed 2026-10-13
Edgemoor Investment Advisors, Inc.
INCREASED
Shares8,139 from 8,031
Change+108 (+1%)
Value$443.0K (-$14.6K)
Filed 2026-11-03
Schorn Wealth LLC
INCREASED
Shares8,137 from 8,136
Change+1 (+0%)
Value$442.9K (-$20.7K)
Filed 2026-10-14
AK Global Asset Management, LLC
UNCHANGED
Shares8,133 from 8,133
Change0 (0%)
Value$442.7K (-$20.7K)
Filed 2026-10-27
Arbor Investment Advisors, LLC
DECREASED
Shares8,115 from 15,363
Change-7,248 (-47%)
Value$441.7K (-$433.7K)
Filed 2026-10-26
Clear Trail Advisors, LLC
NEW
Shares8,111
Change+8,111
Value$441.5K
Filed 2026-10-20
WealthBridge Capital Management, LLC
INCREASED
Shares8,105 from 7,909
Change+196 (+2%)
Value$441.2K (-$9.5K)
Filed 2026-10-16
Seizert Capital Partners, LLC
UNCHANGED
Shares8,074 from 8,074
Change0 (0%)
Value$439.5K (-$20.6K)
Filed 2026-10-30
Cornerstone Wealth, LLC
INCREASED
Shares8,037 from 8,012
Change+25 (+0%)
Value$406.4K (-$87.1K)
Filed 2026-10-28
Alhambra Investment Management LLC
DECREASED
Shares8,029 from 8,162
Change-133 (-2%)
Value$437.0K (-$28.1K)
Filed 2026-10-15
Wolff Wiese Magana LLC
INCREASED
Shares8,000 from 6,961
Change+1,039 (+15%)
Value$435.4K (+$38.8K)
Filed 2026-10-15
Jm2 Capital Inc.
DECREASED
Shares7,998 from 8,024
Change-26 (0%)
Value$435.3K (-$21.9K)
Filed 2026-10-14
Professional Advisory Services Inc
UNCHANGED
Shares7,992 from 7,992
Change0 (0%)
Value$435.0K (-$20.0K)
Filed 2026-10-08
Avail Investment Partners, LLC
DECREASED
Shares7,990 from 8,082
Change-92 (-1%)
Value$434.9K (-$25.6K)
Filed 2026-10-16
Asset One Wealth Management LLC
INCREASED
Shares7,957 from 6,794
Change+1,163 (+17%)
Value$433.1K (+$14.6K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares7,954
Change+7,954
Value$432.9K
Filed 2026-10-19
Keudell ison Wealth Management
DECREASED
Shares7,953 from 7,966
Change-13 (0%)
Value$432.9K (-$21.0K)
Filed 2026-10-16
Money Concepts Capital Corp
INCREASED
Shares7,952 from 7,533
Change+419 (+6%)
Value$432.9K (+$3.6K)
Filed 2026-11-06
Chung Wu Investment Group, LLC
UNCHANGED
Shares7,950 from 7,950
Change0 (0%)
Value$432.7K (-$20.3K)
Filed 2026-11-03
Boyd Watterson Asset Management LLC
DECREASED
Shares7,944 from 8,307
Change-363 (-4%)
Value$432.4K (-$40.9K)
Filed 2026-11-06
PKS Advisory Services, LLC
UNCHANGED
Shares7,918 from 7,918
Change0 (0%)
Value$451.1K ($0)
Filed 2026-10-26
FDx Advisors, Inc.
DECREASED
Shares7,914 from 8,215
Change-301 (-4%)
Value$431.0K (-$37.0K)
Filed 2026-11-05
Argos Wealth Advisors, LLC
DECREASED
Shares7,913 from 8,000
Change-87 (-1%)
Value$430.7K (-$25.1K)
Filed 2026-11-02
Evermay Wealth Management LLC
DECREASED
Shares7,903 from 7,925
Change-22 (0%)
Value$430.2K (-$21.4K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares7,893 from 7,533
Change+360 (+5%)
Value$430.0K (+$1.0K)
Filed 2026-10-27
Radnor Capital Management, LLC
UNCHANGED
Shares7,865 from 7,865
Change0 (0%)
Value$428.1K (-$20.1K)
Filed 2026-10-23
Beacon Capital Management, LLC
INCREASED
Shares7,859 from 7,660
Change+199 (+3%)
Value$427.8K (-$8.7K)
Filed 2026-10-23
Invenio Wealth Partners LLC
INCREASED
Shares7,853 from 7,449
Change+404 (+5%)
Value$427.4K (+$3.0K)
Filed 2026-10-20
Security National Bank
INCREASED
Shares7,849 from 7,837
Change+12 (+0%)
Value$427.2K (-$19.3K)
Filed 2026-10-26
Morton Capital Management LLC
INCREASED
Shares7,844 from 6,708
Change+1,136 (+17%)
Value$426.9K (+$44.7K)
Filed 2026-10-23
New England Professional Planning Group Inc.
UNCHANGED
Shares7,816 from 7,816
Change0 (0%)
Value$425.4K (-$19.9K)
Filed 2026-10-29
Northwest Wealth Management, LLC
INCREASED
Shares7,810 from 6,361
Change+1,449 (+23%)
Value$425.1K (+$62.6K)
Filed 2026-10-30
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares7,800 from 130,924
Change-123,124 (-94%)
Value$417.5K (-$7.0M)
Filed 2026-10-20
Destiny Wealth Partners, LLC
DECREASED
Shares7,795 from 8,034
Change-239 (-3%)
Value$386.4K (-$111.3K)
Filed 2026-11-05
Burns J W & Co Inc
DECREASED
Shares7,793 from 8,183
Change-390 (-5%)
Value$424.2K (-$42.1K)
Filed 2026-10-20
Vilga Financial Planning LLC
DECREASED
Shares7,790 from 7,882
Change-92 (-1%)
Value$424.0K (-$25.1K)
Filed 2026-10-09
Weaver Consulting Group
DECREASED
Shares7,778 from 8,452
Change-674 (-8%)
Value$423.4K (-$58.2K)
Filed 2026-10-07
DDD Partners, LLC
DECREASED
Shares7,763 from 407,855
Change-400,092 (-98%)
Value$422.6K (-$22.8M)
Filed 2026-11-02
Koenig Investment Advisory, LLC
INCREASED
Shares7,759 from 7,656
Change+103 (+1%)
Value$422.3K (-$13.9K)
Filed 2026-10-09
Goldstein Advisors, LLC
INCREASED
Shares7,748 from 7,012
Change+736 (+11%)
Value$421.7K (+$22.2K)
Filed 2026-10-15
Miramontes Capital, LLC
DECREASED
Shares7,746 from 8,101
Change-355 (-4%)
Value$421.6K (-$40.0K)
Filed 2026-10-19
Stonebridge Financial Group, LLC
INCREASED
Shares7,727 from 7,405
Change+322 (+4%)
Value$420.6K (-$1.4K)
Filed 2026-10-01
Marks Group Wealth Management, Inc
DECREASED
Shares7,702 from 7,922
Change-220 (-3%)
Value$419.2K (-$32.2K)
Filed 2026-11-05
Stronghold Wealth Management L.L.C.
INCREASED
Shares7,694 from 7,070
Change+624 (+9%)
Value$418.8K (+$15.9K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
INCREASED
Shares7,671 from 6,671
Change+1,000 (+15%)
Value$417.5K (+$37.4K)
Filed 2026-10-26
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares7,666 from 7,666
Change0 (0%)
Value$417.3K (-$19.5K)
Filed 2026-11-02
XY Planning Network, Inc.
INCREASED
Shares7,665 from 3,978
Change+3,687 (+93%)
Value$417.2K (+$190.6K)
Filed 2026-10-14
Lifestyle Asset Management, Inc.
INCREASED
Shares7,640 from 6,552
Change+1,088 (+17%)
Value$415.8K (+$42.5K)
Filed 2026-10-20
Fortitude Family Office, LLC
INCREASED
Shares7,635 from 7,431
Change+204 (+3%)
Value$415.6K (-$7.8K)
Filed 2026-10-14
Pathway Financial Advisers, LLC
DECREASED
Shares7,633 from 9,664
Change-2,031 (-21%)
Value$415.5K (-$135.2K)
Filed 2026-10-27
CFM Wealth Partners LLC
DECREASED
Shares7,628 from 8,062
Change-434 (-5%)
Value$415.2K (-$44.2K)
Filed 2026-11-05
Core Wealth Partners LLC
INCREASED
Shares7,625 from 6,572
Change+1,053 (+16%)
Value$415.1K (+$40.6K)
Filed 2026-11-02
NewSquare Capital LLC
INCREASED
Shares7,613 from 6,385
Change+1,228 (+19%)
Value$414.4K (+$50.5K)
Filed 2026-11-06
Pflug Koory, LLC
UNCHANGED
Shares7,580 from 7,580
Change0 (0%)
Value$412.6K (-$19.3K)
Filed 2026-10-26
Romano Brothers and Company
DECREASED
Shares7,578 from 7,753
Change-175 (-2%)
Value$412.5K (-$29.3K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares7,562 from 7,653
Change-91 (-1%)
Value$411.6K (-$24.5K)
Filed 2026-10-29
Life Planning Partners, Inc
INCREASED
Shares7,523 from 7,520
Change+3 (+0%)
Value$409.5K (-$19.0K)
Filed 2026-10-28
Hoxton Planning & Management, LLC
DECREASED
Shares7,510 from 7,515
Change-5 (0%)
Value$408.8K (-$19.4K)
Filed 2026-10-15
Strategy Asset Managers LLC
INCREASED
Shares7,498 from 7,378
Change+120 (+2%)
Value$408.1K (-$12.3K)
Filed 2026-10-14
BlueChip Wealth Advisors LLC
INCREASED
Shares7,494 from 7,488
Change+6 (+0%)
Value$407.9K (-$18.8K)
Filed 2026-11-03
Thayer Partners, LLC / MA
INCREASED
Shares7,485 from 4,343
Change+3,142 (+72%)
Value$407.4K (+$160.0K)
Filed 2026-11-06
Royal Fund Management, LLC
INCREASED
Shares7,472 from 7,410
Change+62 (+1%)
Value$406.7K (-$15.5K)
Filed 2026-10-22
Lincoln Capital Corp
DECREASED
Shares7,461 from 8,833
Change-1,372 (-16%)
Value$406.1K (-$97.2K)
Filed 2026-10-13
W Advisors, LLC
INCREASED
Shares7,460 from 7,285
Change+175 (+2%)
Value$406.1K (-$9.0K)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares7,449 from 5,360
Change+2,089 (+39%)
Value$405.4K (+$100.0K)
Filed 2026-10-26
Altfest L J & Co Inc
DECREASED
Shares7,443 from 7,678
Change-235 (-3%)
Value$405.1K (-$32.3K)
Filed 2026-10-27
Index Fund Advisors, Inc.
INCREASED
Shares7,397 from 7,386
Change+11 (+0%)
Value$402.6K (-$18.3K)
Filed 2026-11-05
LifeGoal Investments, LLC
INCREASED
Shares7,353 from 5,789
Change+1,564 (+27%)
Value$400.2K (+$70.4K)
Filed 2026-10-09
Reap Financial Group, LLC
INCREASED
Shares7,347 from 6,653
Change+694 (+10%)
Value$399.9K (+$20.8K)
Filed 2026-11-02
Hummer Financial Advisory Services Inc
UNCHANGED
Shares7,347 from 7,347
Change0 (0%)
Value$399.9K (-$18.7K)
Filed 2026-10-09
Arista Wealth Management, LLC
DECREASED
Shares7,322 from 12,220
Change-4,898 (-40%)
Value$398.5K (-$297.8K)
Filed 2026-10-29
Cora Capital Advisors LLC
INCREASED
Shares7,308 from 7,305
Change+3 (+0%)
Value$397.8K (-$18.4K)
Filed 2026-11-02
Pines Wealth Management, LLC
INCREASED
Shares7,305 from 6,025
Change+1,280 (+21%)
Value$397.6K (+$54.3K)
Filed 2026-10-21
Kraematon Investment Advisors, Inc
INCREASED
Shares7,287 from 7,252
Change+35 (+0%)
Value$396.6K (-$16.6K)
Filed 2026-11-02
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares7,272 from 7,272
Change0 (0%)
Value$414.4K ($0)
Filed 2026-11-03
Leo Wealth, LLC
NEW
Shares7,265
Change+7,265
Value$395.4K
Filed 2026-10-26
JAG Capital Management, LLC
DECREASED
Shares7,260 from 7,442
Change-182 (-2%)
Value$395.1K (-$28.9K)
Filed 2026-11-06
Harold Davidson & Associates Inc.
DECREASED
Shares7,253 from 8,253
Change-1,000 (-12%)
Value$394.8K (-$75.5K)
Filed 2026-10-29
Middleton & Co Inc
UNCHANGED
Shares7,249 from 7,249
Change0 (0%)
Value$394.6K (-$18.5K)
Filed 2026-10-23
Integrity Wealth Advisors, Inc.
NEW
Shares7,243
Change+7,243
Value$394.2K
Filed 2026-10-29
Bellecapital International Ltd.
NEW
Shares7,221
Change+7,221
Value$393.0K
Filed 2026-10-21
Veracity Capital LLC
INCREASED
Shares7,221 from 7,009
Change+212 (+3%)
Value$393.0K (-$6.3K)
Filed 2026-10-08
Financial Perspectives, Inc
INCREASED
Shares7,206 from 7,192
Change+14 (+0%)
Value$392.2K (-$17.6K)
Filed 2026-11-03
Fairscale Capital, LLC
DECREASED
Shares7,187 from 7,369
Change-182 (-2%)
Value$359.4K (-$60.5K)
Filed 2026-11-04
Lynx Investment Advisory
INCREASED
Shares7,178 from 5,544
Change+1,634 (+29%)
Value$390.7K (+$74.9K)
Filed 2026-10-27
Fulton Breakefield Broenniman LLC
DECREASED
Shares7,169 from 9,169
Change-2,000 (-22%)
Value$390.2K (-$132.2K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares7,167 from 3,336
Change+3,831 (+115%)
Value$390.1K (+$200.0K)
Filed 2026-11-05
Verus Capital Partners, LLC
DECREASED
Shares7,167 from 7,693
Change-526 (-7%)
Value$390.1K (-$48.3K)
Filed 2026-11-03
Lakeshore Financial Planning, Inc.
INCREASED
Shares7,162 from 7,159
Change+3 (+0%)
Value$389.8K (-$18.2K)
Filed 2026-10-13
Lodestar Private Asset Management LLC
DECREASED
Shares7,144 from 7,254
Change-110 (-2%)
Value$388.8K (-$24.5K)
Filed 2026-10-26
BCS Wealth Management
DECREASED
Shares7,135 from 7,374
Change-239 (-3%)
Value$388.4K (-$31.8K)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
INCREASED
Shares7,135 from 7,132
Change+3 (+0%)
Value$388.4K (-$18.0K)
Filed 2026-10-08
Catalyst Private Wealth, LLC
NEW
Shares7,129
Change+7,129
Value$388.0K
Filed 2026-10-13
Tucker Asset Management LLC
INCREASED
Shares7,113 from 6,141
Change+972 (+16%)
Value$387.1K (+$37.2K)
Filed 2026-10-29
Frederick Financial Consultants, LLC
DECREASED
Shares7,110 from 7,387
Change-277 (-4%)
Value$387.0K (-$33.9K)
Filed 2026-10-29
Willow Creek Wealth Management Inc.
INCREASED
Shares7,110 from 6,885
Change+225 (+3%)
Value$387.0K (-$5.3K)
Filed 2026-10-26
Vaquero Private Wealth, LTD
UNCHANGED
Shares7,105 from 7,105
Change0 (0%)
Value$386.7K (-$18.1K)
Filed 2026-10-27
Sonata Capital Group Inc
UNCHANGED
Shares7,100 from 7,100
Change0 (0%)
Value$386.5K (-$18.1K)
Filed 2026-10-19
Community Trust & Investment Co
UNCHANGED
Shares7,059 from 7,059
Change0 (0%)
Value$384.2K (-$18.0K)
Filed 2026-10-15
Peak Wealth Management LLC
INCREASED
Shares7,036 from 6,997
Change+39 (+1%)
Value$356.3K (-$42.3K)
Filed 2026-10-26
Lincoln Capital LLC
UNCHANGED
Shares7,034 from 7,034
Change0 (0%)
Value$382.9K (-$17.9K)
Filed 2026-10-09
Ddfg, Inc
DECREASED
Shares7,000 from 7,496
Change-496 (-7%)
Value$381.0K (-$46.1K)
Filed 2026-10-15
AdviceOne Advisory Services, LLC
INCREASED
Shares6,995 from 6,989
Change+6 (+0%)
Value$380.7K (-$17.5K)
Filed 2026-10-19
Chickasaw Capital Management LLC
DECREASED
Shares6,955 from 7,270
Change-315 (-4%)
Value$378.6K (-$35.4K)
Filed 2026-10-08
Polaris Investment Advisors, LLC
UNCHANGED
Shares6,946 from 6,946
Change0 (0%)
Value$378.1K (-$17.7K)
Filed 2026-10-20
Northcape Wealth Management, LLC
INCREASED
Shares6,925 from 6,625
Change+300 (+5%)
Value$376.9K (-$565)
Filed 2026-11-04
Atala Financial Inc
UNCHANGED
Shares6,903 from 6,903
Change0 (0%)
Value$375.7K (-$17.6K)
Filed 2026-10-22
Sentry LLC
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$375.6K (-$17.6K)
Filed 2026-10-30
Hengehold Capital Management LLC
DECREASED
Shares6,895 from 8,451
Change-1,556 (-18%)
Value$375.3K (-$106.2K)
Filed 2026-10-16
Financial & Tax Architects, LLC
DECREASED
Shares6,895 from 7,181
Change-286 (-4%)
Value$375.3K (-$33.9K)
Filed 2026-10-15
Heartwood Wealth Advisors LLC
UNCHANGED
Shares6,894 from 6,894
Change0 (0%)
Value$375.2K (-$17.6K)
Filed 2026-10-05
Sterling Investment Counsel, LLC
DECREASED
Shares6,872 from 7,610
Change-738 (-10%)
Value$374.0K (-$59.6K)
Filed 2026-10-19
Bull Street Advisors, LLC
UNCHANGED
Shares6,837 from 6,837
Change0 (0%)
Value$372.0K (-$18.0K)
Filed 2026-10-20
Cpwa, LLC
INCREASED
Shares6,826 from 6,550
Change+276 (+4%)
Value$372.6K (-$648)
Filed 2026-11-04
Stenger Family Office, LLC
INCREASED
Shares6,824 from 5,561
Change+1,263 (+23%)
Value$368.2K (+$51.3K)
Filed 2026-10-22
Oak Harvest Investment Services
DECREASED
Shares6,822 from 8,407
Change-1,585 (-19%)
Value$371.3K (-$107.7K)
Filed 2026-10-20
Clarity Wealth Advisors, LLC
INCREASED
Shares6,804 from 6,366
Change+438 (+7%)
Value$370.3K (+$7.6K)
Filed 2026-10-21
Sunbeam Capital Management, LLC
DECREASED
Shares6,802 from 7,885
Change-1,083 (-14%)
Value$370.2K (-$79.0K)
Filed 2026-11-05
Novem Group
INCREASED
Shares6,797 from 6,731
Change+66 (+1%)
Value$370.0K (-$13.5K)
Filed 2026-10-19
Pacific Wealth Strategies Group, Inc.
UNCHANGED
Shares6,779 from 6,779
Change0 (0%)
Value$369.0K (-$17.3K)
Filed 2026-11-02
AMG Asset Management Group, Inc.
INCREASED
Shares6,765 from 4,716
Change+2,049 (+43%)
Value$368.2K (+$99.5K)
Filed 2026-10-21
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares6,752 from 6,752
Change0 (0%)
Value$367.5K (-$17.2K)
Filed 2026-10-26
Capital Investment Counsel, LLC
UNCHANGED
Shares6,710 from 6,710
Change0 (0%)
Value$365.2K (-$17.1K)
Filed 2026-10-14
BridgePort Financial Solutions, LLC
INCREASED
Shares6,707 from 6,503
Change+204 (+3%)
Value$365.1K (-$5.5K)
Filed 2026-11-02
WPG Advisers, LLC
INCREASED
Shares6,703 from 6,514
Change+189 (+3%)
Value$364.8K (-$6.3K)
Filed 2026-10-27
SC&H Financial Advisors, Inc.
INCREASED
Shares6,700 from 6,697
Change+3 (+0%)
Value$364.7K (-$16.9K)
Filed 2026-10-14
Hunter Associates Investment Management LLC
DECREASED
Shares6,695 from 6,737
Change-42 (-1%)
Value$365.0K (-$18.0K)
Filed 2026-10-26
Citrine Capital LLC
INCREASED
Shares6,694 from 6,529
Change+165 (+3%)
Value$364.3K (-$7.7K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
DECREASED
Shares6,672 from 7,361
Change-689 (-9%)
Value$363.2K (-$56.3K)
Filed 2026-10-20
Ellis Investment Partners, LLC
INCREASED
Shares6,652 from 6,476
Change+176 (+3%)
Value$362.1K (-$6.9K)
Filed 2026-10-21
Mayfair Advisory Group, LLC
DECREASED
Shares6,649 from 6,749
Change-100 (-1%)
Value$361.9K (-$56.9K)
Filed 2026-10-20
Hidden Cove Wealth Management, LLC
INCREASED
Shares6,648 from 4,137
Change+2,511 (+61%)
Value$361.9K (+$126.1K)
Filed 2026-10-19
Condor Capital Management
DECREASED
Shares6,636 from 6,707
Change-71 (-1%)
Value$361.2K (-$21.0K)
Filed 2026-11-06
Ring Mountain Capital, LLC
INCREASED
Shares6,631 from 6,616
Change+15 (+0%)
Value$360.9K (-$16.0K)
Filed 2026-10-13
Seros Financial, LLC
DECREASED
Shares6,629 from 6,741
Change-112 (-2%)
Value$360.8K (-$23.3K)
Filed 2026-10-21
Blodgett Wealth Advisors, LLC
INCREASED
Shares6,623 from 6,618
Change+5 (+0%)
Value$360.5K (-$16.6K)
Filed 2026-10-23
Veery Capital, LLC
DECREASED
Shares6,620 from 6,845
Change-225 (-3%)
Value$360.3K (-$29.7K)
Filed 2026-10-07
Legacy Edge Advisors, LLC
UNCHANGED
Shares6,583 from 6,583
Change0 (0%)
Value$358.3K (-$16.8K)
Filed 2026-11-06
TriaGen Wealth Management LLC
UNCHANGED
Shares6,523 from 6,523
Change0 (0%)
Value$355.1K (-$16.6K)
Filed 2026-10-14
Invested Advisors
DECREASED
Shares6,520 from 6,569
Change-49 (-1%)
Value$354.9K (-$19.4K)
Filed 2026-10-23
Ameliora Wealth Management Ltd.
UNCHANGED
Shares6,517 from 6,517
Change0 (0%)
Value$354.7K (-$16.6K)
Filed 2026-10-23
Clay Northam Wealth Management, LLC
DECREASED
Shares6,512 from 6,532
Change-20 (0%)
Value$354.4K (-$17.7K)
Filed 2026-10-13
Uptick Partners, LLC
INCREASED
Shares6,472 from 5,260
Change+1,212 (+23%)
Value$352.3K (+$52.6K)
Filed 2026-11-04
Richards, Merrill & Peterson, Inc.
DECREASED
Shares6,450 from 6,700
Change-250 (-4%)
Value$351.1K (-$30.7K)
Filed 2026-10-19
Barings LLC
DECREASED
Shares6,435 from 7,110
Change-675 (-9%)
Value$350.3K (-$54.9K)
Filed 2026-10-22
Providence First Trust Co
DECREASED
Shares6,418 from 10,458
Change-4,040 (-39%)
Value$349.3K (-$246.6K)
Filed 2026-11-02
Putney Financial Group LLC
INCREASED
Shares6,402 from 6,240
Change+162 (+3%)
Value$348.5K (-$7.1K)
Filed 2026-10-30
Almanack Investment Partners, Llc.
INCREASED
Shares6,373 from 5,860
Change+513 (+9%)
Value$346.9K (+$13.0K)
Filed 2026-11-03
Avid Wealth Partners LLC
INCREASED
Shares6,355 from 6,145
Change+210 (+3%)
Value$345.9K (-$4.2K)
Filed 2026-11-03
Cove Private Wealth, LLC
INCREASED
Shares6,354 from 6,326
Change+28 (+0%)
Value$345.8K (-$14.6K)
Filed 2026-10-28
Strategic Planning Group, LLC
DECREASED
Shares6,348 from 7,269
Change-921 (-13%)
Value$345.6K (-$68.6K)
Filed 2026-10-22
Garrett Wealth Advisory Group, LLC
DECREASED
Shares6,340 from 6,353
Change-13 (0%)
Value$345.1K (-$16.9K)
Filed 2026-10-22
Voisard Asset Management Group, Inc.
INCREASED
Shares6,339 from 5,281
Change+1,058 (+20%)
Value$345.0K (+$44.2K)
Filed 2026-10-13
Encompass More Asset Management
DECREASED
Shares6,332 from 7,676
Change-1,344 (-18%)
Value$344.7K (-$92.8K)
Filed 2026-10-16
Ellsworth Advisors, LLC
INCREASED
Shares6,326 from 5,828
Change+498 (+9%)
Value$344.3K (-$14.6K)
Filed 2026-10-15
Mission Financial Group, LLC
INCREASED
Shares6,325 from 5,765
Change+560 (+10%)
Value$344.3K (+$15.8K)
Filed 2026-10-21
Ariston Services Group
UNCHANGED
Shares6,313 from 6,313
Change0 (0%)
Value$343.6K (-$16.1K)
Filed 2026-10-16
GenTrust, LLC
INCREASED
Shares6,287 from 5,296
Change+991 (+19%)
Value$342.2K (+$40.4K)
Filed 2026-11-06
Sanders Morris Harris LLC
DECREASED
Shares6,256 from 8,006
Change-1,750 (-22%)
Value$353.0K (-$103.2K)
Filed 2026-10-14
GW Henssler & Associates LTD
DECREASED
Shares6,244 from 6,412
Change-168 (-3%)
Value$339.9K (-$25.5K)
Filed 2026-10-26
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares6,239 from 6,277
Change-38 (-1%)
Value$339.6K (-$18.1K)
Filed 2026-10-07
Connecticut Capital Management Group, LLC
INCREASED
Shares6,214 from 6,173
Change+41 (+1%)
Value$338.2K (-$13.5K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares6,213 from 5,450
Change+763 (+14%)
Value$338.2K (+$27.6K)
Filed 2026-11-05
Clearstead Trust, LLC
INCREASED
Shares6,212 from 5,577
Change+635 (+11%)
Value$338.1K (+$20.3K)
Filed 2026-11-06
Sara-Bay Financial
DECREASED
Shares6,192 from 6,395
Change-203 (-3%)
Value$337.0K (-$27.4K)
Filed 2026-10-21
Cannon Advisors, Inc.
INCREASED
Shares6,183 from 5,464
Change+719 (+13%)
Value$333.6K (+$2.4K)
Filed 2026-10-14
BNC Wealth Management, LLC
DECREASED
Shares6,164 from 6,212
Change-48 (-1%)
Value$335.5K (-$18.5K)
Filed 2026-10-19
MQS Management LLC
NEW
Shares6,154
Change+6,154
Value$335.0K
Filed 2026-11-06
Intergy Private Wealth, LLC
DECREASED
Shares6,153 from 6,583
Change-430 (-7%)
Value$334.9K (-$40.2K)
Filed 2026-10-16
Private Wealth Management Group, LLC
DECREASED
Shares6,152 from 6,179
Change-27 (0%)
Value$334.9K (-$17.2K)
Filed 2026-10-19
Central Bank & Trust Co
DECREASED
Shares6,146 from 6,256
Change-110 (-2%)
Value$334.5K (-$21.9K)
Filed 2026-10-09
Coquina Private Wealth LLC
DECREASED
Shares6,141 from 6,336
Change-195 (-3%)
Value$334.2K (-$26.8K)
Filed 2026-10-27
Reston Wealth Management LLC
INCREASED
Shares6,139 from 6,097
Change+42 (+1%)
Value$334.1K (-$13.3K)
Filed 2026-10-29
Powell Investment Advisors, LLC
UNCHANGED
Shares6,138 from 6,138
Change0 (0%)
Value$334.1K (-$15.7K)
Filed 2026-10-22
Southern Capital Advisors, LLC
INCREASED
Shares6,130 from 6,124
Change+6 (+0%)
Value$333.7K (-$15.3K)
Filed 2026-10-26
Motive Wealth Advisors
DECREASED
Shares6,126 from 6,184
Change-58 (-1%)
Value$333.4K (-$18.9K)
Filed 2026-10-26
Granite Investment Partners, LLC
UNCHANGED
Shares6,125 from 6,125
Change0 (0%)
Value$333.4K (-$15.6K)
Filed 2026-11-04
Correct Capital Wealth Management
DECREASED
Shares6,107 from 6,642
Change-535 (-8%)
Value$332.4K (-$46.1K)
Filed 2026-11-02
D'Orazio & Associates, Inc.
INCREASED
Shares6,100 from 5,869
Change+231 (+4%)
Value$332.0K (-$2.4K)
Filed 2026-11-04
Monument Capital Management
INCREASED
Shares6,099 from 5,868
Change+231 (+4%)
Value$331.9K (-$2.4K)
Filed 2026-10-09
1834 Investment Advisors Co
UNCHANGED
Shares6,098 from 6,098
Change0 (0%)
Value$331.9K (-$15.6K)
Filed 2026-10-16
Acorn Creek Capital LLC
INCREASED
Shares6,093 from 6,092
Change+1 (+0%)
Value$331.6K (-$15.5K)
Filed 2026-11-05
Willner & Heller, LLC
INCREASED
Shares6,080 from 6,045
Change+35 (+1%)
Value$330.9K (-$13.5K)
Filed 2026-10-28
Luts & Greenleigh Group, Inc.
INCREASED
Shares6,075 from 6,074
Change+1 (+0%)
Value$330.6K (-$15.5K)
Filed 2026-11-05
Exchange Bank
INCREASED
Shares6,072 from 5,830
Change+242 (+4%)
Value$330.5K (-$1.7K)
Filed 2026-10-07
Carter Financial Group, Inc.
INCREASED
Shares6,069 from 5,874
Change+195 (+3%)
Value$330.3K (-$4.4K)
Filed 2026-10-21
First Bancorp, Inc
DECREASED
Shares6,057 from 6,137
Change-80 (-1%)
Value$329.7K (-$20.0K)
Filed 2026-10-26
Kelly Financial Group LLC
DECREASED
Shares6,028 from 6,181
Change-153 (-2%)
Value$328.1K (-$24.2K)
Filed 2026-10-16
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares6,017 from 6,017
Change0 (0%)
Value$327.5K (-$15.3K)
Filed 2026-10-27
Midwest Financial Group LLC
INCREASED
Shares6,012 from 6,011
Change+1 (+0%)
Value$327.2K (-$15.3K)
Filed 2026-10-15
WealthPoint Financial, LLC
DECREASED
Shares6,008 from 6,472
Change-464 (-7%)
Value$327.0K (-$41.7K)
Filed 2026-11-03
Rakuten Securities, Inc.
INCREASED
Shares6,006 from 323
Change+5,683 (+1759%)
Value$326.9K (+$308.5K)
Filed 2026-11-02
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares5,985 from 5,985
Change0 (0%)
Value$325.8K (-$15.3K)
Filed 2026-11-02
Huntleigh Advisors, Inc.
DECREASED
Shares5,982 from 6,008
Change-26 (0%)
Value$325.6K (-$16.8K)
Filed 2026-11-03
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares5,980 from 5,980
Change0 (0%)
Value$325.5K (-$15.2K)
Filed 2026-11-03
Gerald Baker Financial Group LLC
DECREASED
Shares5,961 from 6,167
Change-206 (-3%)
Value$324.5K (-$26.9K)
Filed 2026-10-09
Vaughan David Investments LLC
DECREASED
Shares5,960 from 6,163
Change-203 (-3%)
Value$324.0K (-$27.0K)
Filed 2026-11-05
CWC Advisors, Llc.
INCREASED
Shares5,914 from 5,855
Change+59 (+1%)
Value$321.9K (-$11.7K)
Filed 2026-10-15
Grant Street Asset Management, Inc.
UNCHANGED
Shares5,906 from 5,906
Change0 (0%)
Value$321.5K (-$15.1K)
Filed 2026-10-26
Noesis Capital Mangement Corp
NEW
Shares5,899
Change+5,899
Value$321.1K
Filed 2026-10-26
Centennial Wealth Advisory LLC
INCREASED
Shares5,893 from 5,867
Change+26 (+0%)
Value$321.1K (-$13.2K)
Filed 2026-10-16
Keystone Financial Planning, Inc.
UNCHANGED
Shares5,881 from 5,881
Change0 (0%)
Value$320.1K (-$15.0K)
Filed 2026-10-08
Mountain Capital Investment Advisors Inc.
INCREASED
Shares5,858 from 5,620
Change+238 (+4%)
Value$318.9K (-$1.4K)
Filed 2026-11-06
Uniting Wealth Partners, LLC
INCREASED
Shares5,850 from 4,645
Change+1,205 (+26%)
Value$318.4K (+$53.8K)
Filed 2026-11-06
Trail Ridge Investment Advisors, LLC
INCREASED
Shares5,848 from 5,602
Change+246 (+4%)
Value$318.3K (-$939)
Filed 2026-10-16
Arthur M. Cohen & Associates, LLC
INCREASED
Shares5,841 from 5,808
Change+33 (+1%)
Value$317.9K (-$13.0K)
Filed 2026-10-26
Paulson Wealth Management Inc.
INCREASED
Shares5,832 from 5,743
Change+89 (+2%)
Value$317.4K (-$9.8K)
Filed 2026-11-02
Flywheel Private Wealth LLC
UNCHANGED
Shares5,825 from 5,825
Change0 (0%)
Value$317.1K (-$14.9K)
Filed 2026-11-02
Byrne Asset Management LLC
UNCHANGED
Shares5,757 from 5,757
Change0 (0%)
Value$309.3K (-$18.7K)
Filed 2026-10-06
Clarus Group, Inc.
INCREASED
Shares5,738 from 5,714
Change+24 (+0%)
Value$312.3K (-$13.2K)
Filed 2026-10-21
Eagle Wealth Advisors LLC
INCREASED
Shares5,736 from 5,309
Change+427 (+8%)
Value$312.2K (+$9.7K)
Filed 2026-10-20
Bangor Savings Bank
INCREASED
Shares5,736 from 5,426
Change+310 (+6%)
Value$312.2K (+$3.0K)
Filed 2026-10-06
MFA Wealth Services
INCREASED
Shares5,727 from 5,593
Change+134 (+2%)
Value$311.7K (-$7.0K)
Filed 2026-10-14
Sage Rhino Capital LLC
DECREASED
Shares5,713 from 5,803
Change-90 (-2%)
Value$311.0K (-$19.7K)
Filed 2026-10-28
15 Wealth Advisors LLC
NEW
Shares5,709
Change+5,709
Value$310.7K
Filed 2026-10-14
Commonwealth Financial Services, LLC
DECREASED
Shares5,703 from 6,198
Change-495 (-8%)
Value$310.4K (-$42.7K)
Filed 2026-10-20
Hamilton Capital, LLC
INCREASED
Shares5,688 from 5,668
Change+20 (+0%)
Value$309.6K (-$13.4K)
Filed 2026-10-08
Flynn Zito Capital Management, LLC
INCREASED
Shares5,683 from 5,666
Change+17 (+0%)
Value$309.3K (-$13.5K)
Filed 2026-11-04
MN Wealth Advisors, LLC
INCREASED
Shares5,681 from 4,860
Change+821 (+17%)
Value$309.2K (+$32.3K)
Filed 2026-10-23
Capital Advantage, Inc.
DECREASED
Shares5,667 from 6,358
Change-691 (-11%)
Value$308.4K (-$53.8K)
Filed 2026-10-14
Retireful, LLC
NEW
Shares5,666
Change+5,666
Value$308.4K
Filed 2026-10-09
Emergent Wealth Advisors, LLC
DECREASED
Shares5,646 from 6,888
Change-1,242 (-18%)
Value$307.3K (-$50.9K)
Filed 2026-10-09
Nordwand Advisors, LLC
INCREASED
Shares5,640 from 5,548
Change+92 (+2%)
Value$307.0K (-$9.1K)
Filed 2026-11-05
Trifecta Capital Advisors, LLC
UNCHANGED
Shares5,614 from 5,614
Change0 (0%)
Value$305.6K (-$14.3K)
Filed 2026-10-21
Braun-Bostich & Associates Inc.
INCREASED
Shares5,612 from 4,704
Change+908 (+19%)
Value$305.5K (+$37.4K)
Filed 2026-10-20
RED Lighthouse Investment Management, LLC
INCREASED
Shares5,612 from 5,606
Change+6 (+0%)
Value$305.5K (-$14.0K)
Filed 2026-11-02
Echo45 Advisors LLC
NEW
Shares5,605
Change+5,605
Value$305.1K
Filed 2026-10-07
PFG Private Wealth Management, LLC
INCREASED
Shares5,603 from 4,556
Change+1,047 (+23%)
Value$305.0K (+$45.4K)
Filed 2026-10-15
First United Bank & Trust
DECREASED
Shares5,597 from 5,890
Change-293 (-5%)
Value$304.6K (-$31.0K)
Filed 2026-10-22
Kaufman Rossin Wealth, LLC
NEW
Shares5,587
Change+5,587
Value$304.1K
Filed 2026-10-19
Good Harbor Advisors, Inc.
DECREASED
Shares5,576 from 6,120
Change-544 (-9%)
Value$303.5K (-$45.3K)
Filed 2026-10-20
Yoffe Investment Management, LLC
UNCHANGED
Shares5,573 from 5,573
Change0 (0%)
Value$303.3K (-$14.2K)
Filed 2026-11-02
Cambridge Financial Group, LLC
UNCHANGED
Shares5,564 from 5,564
Change0 (0%)
Value$317.1K ($0)
Filed 2026-10-06
St. Clair Advisors, LLC
UNCHANGED
Shares5,560 from 5,560
Change0 (0%)
Value$302.6K (-$14.2K)
Filed 2026-10-13
Aletheian Wealth Advisors LLC
INCREASED
Shares5,558 from 5,422
Change+136 (+3%)
Value$302.5K (-$6.4K)
Filed 2026-10-08
Stephenson & Company, Inc.
NEW
Shares5,541
Change+5,541
Value$301.6K
Filed 2026-10-30
Kagan Cocozza Asset Management
DECREASED
Shares5,529 from 5,790
Change-261 (-5%)
Value$300.9K (-$29.0K)
Filed 2026-10-19
Weil Company, Inc.
INCREASED
Shares5,512 from 3,758
Change+1,754 (+47%)
Value$300.0K (+$85.9K)
Filed 2026-10-14
Hall Laurie J Trustee
UNCHANGED
Shares5,507 from 5,507
Change0 (0%)
Value$299.7K (-$14.0K)
Filed 2026-10-06
One Day In July LLC
UNCHANGED
Shares5,498 from 5,498
Change0 (0%)
Value$299.3K (-$14.0K)
Filed 2026-10-30
Colton Groome Financial Advisors, LLC
DECREASED
Shares5,488 from 5,922
Change-434 (-7%)
Value$298.7K (-$38.7K)
Filed 2026-10-06
Nemes Rush Group LLC
DECREASED
Shares5,479 from 5,507
Change-28 (-1%)
Value$298.2K (-$15.6K)
Filed 2026-11-04
Uhlmann Price Securities, LLC
NEW
Shares5,457
Change+5,457
Value$297.0K
Filed 2026-11-03
Asset Planning,Inc
INCREASED
Shares5,455 from 5,432
Change+23 (+0%)
Value$296.9K (-$12.6K)
Filed 2026-10-26
Rahlfs Capital, LLC
UNCHANGED
Shares5,450 from 5,450
Change0 (0%)
Value$296.6K (-$13.9K)
Filed 2026-10-23
Worth Asset Management, LLC
INCREASED
Shares5,449 from 3,673
Change+1,776 (+48%)
Value$296.6K (+$87.3K)
Filed 2026-10-07
J. Derek Lewis & Associates Inc.
DECREASED
Shares5,449 from 5,618
Change-169 (-3%)
Value$296.6K (-$23.5K)
Filed 2026-11-03
Sage Mountain Advisors LLC
DECREASED
Shares5,435 from 7,141
Change-1,706 (-24%)
Value$295.8K (-$111.1K)
Filed 2026-11-02
Quad-Cities Investment Group, LLC
INCREASED
Shares5,421 from 5,415
Change+6 (+0%)
Value$295.1K (-$13.5K)
Filed 2026-10-16
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares5,405 from 4,331
Change+1,074 (+25%)
Value$294.2K (+$47.4K)
Filed 2026-11-02
Sage Investment Advisers LLC
DECREASED
Shares5,391 from 5,587
Change-196 (-4%)
Value$293.4K (-$24.9K)
Filed 2026-10-21
Elmwood Wealth Management, Inc.
INCREASED
Shares5,373 from 5,338
Change+35 (+1%)
Value$292.5K (-$11.7K)
Filed 2026-10-14
Allen Investment Management, LLC
UNCHANGED
Shares5,364 from 5,364
Change0 (0%)
Value$292.0K (-$13.7K)
Filed 2026-11-03
My Personal CFO, LLC
INCREASED
Shares5,358 from 5,346
Change+12 (+0%)
Value$291.6K (-$13.0K)
Filed 2026-10-14
Pacific Center for Financial Services
DECREASED
Shares5,350 from 5,394
Change-44 (-1%)
Value$291.2K (-$16.1K)
Filed 2026-10-15
Nexus Investment Management ULC
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$291.2K (-$13.6K)
Filed 2026-10-27
McCollum Christoferson Group LLC
NEW
Shares5,348
Change+5,348
Value$291.1K
Filed 2026-10-13
Richardson Financial Services Inc.
DECREASED
Shares5,342 from 5,528
Change-186 (-3%)
Value$290.8K (-$24.2K)
Filed 2026-10-30
MinichMacGregor Wealth Management, LLC
UNCHANGED
Shares5,335 from 5,335
Change0 (0%)
Value$290.4K (-$13.6K)
Filed 2026-10-14
GSG Advisors LLC
DECREASED
Shares5,322 from 5,331
Change-9 (0%)
Value$289.7K (-$14.1K)
Filed 2026-11-03
North Capital, Inc.
DECREASED
Shares5,313 from 5,759
Change-446 (-8%)
Value$286.7K (-$41.5K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
DECREASED
Shares5,287 from 5,899
Change-612 (-10%)
Value$287.8K (-$48.4K)
Filed 2026-10-28
Financial Guidance Group, Inc.
DECREASED
Shares5,279 from 5,485
Change-206 (-4%)
Value$287.3K (-$25.2K)
Filed 2026-10-21
Syntegra Private Wealth Group, LLC
INCREASED
Shares5,268 from 5,238
Change+30 (+1%)
Value$286.7K (-$11.7K)
Filed 2026-10-13
Wealth Analytics Partners, LLC
UNCHANGED
Shares5,267 from 5,267
Change0 (0%)
Value$286.7K (-$32.6K)
Filed 2026-10-19
Eurizon SLJ Capital Ltd
DECREASED
Shares5,264 from 6,278
Change-1,014 (-16%)
Value$286.5K (-$71.2K)
Filed 2026-11-06
Manske Wealth Management
INCREASED
Shares5,263 from 5,050
Change+213 (+4%)
Value$286.5K (-$1.3K)
Filed 2026-10-26
Gainplan LLC
INCREASED
Shares5,263 from 5,254
Change+9 (+0%)
Value$286.5K (-$12.9K)
Filed 2026-10-09
Missouri Trust & Investment Co
DECREASED
Shares5,257 from 6,257
Change-1,000 (-16%)
Value$286.1K (-$101.5K)
Filed 2026-11-04
Meyer Handelman Co
INCREASED
Shares5,257 from 5,065
Change+192 (+4%)
Value$286.1K (-$2.5K)
Filed 2026-10-28
Wagner Wealth Management, Corp
DECREASED
Shares5,251 from 5,328
Change-77 (-1%)
Value$285.8K (-$17.8K)
Filed 2026-10-20
Mainsail Asset Management, LLC
INCREASED
Shares5,243 from 5,144
Change+99 (+2%)
Value$283.6K (-$31.6K)
Filed 2026-10-14
TL Private Wealth
INCREASED
Shares5,241 from 5,240
Change+1 (+0%)
Value$286.1K (-$27.6K)
Filed 2026-10-13
Solutions 4 Wealth, Ltd
DECREASED
Shares5,215 from 5,244
Change-29 (-1%)
Value$283.9K (-$14.9K)
Filed 2026-11-03
BNB Wealth Management, LLC
DECREASED
Shares5,207 from 5,641
Change-434 (-8%)
Value$283.4K (-$38.0K)
Filed 2026-10-28
BKM Wealth Management, LLC
INCREASED
Shares5,202 from 5,054
Change+148 (+3%)
Value$283.2K (-$4.8K)
Filed 2026-10-22
Seven Mile Advisory
DECREASED
Shares5,170 from 5,536
Change-366 (-7%)
Value$281.4K (-$34.0K)
Filed 2026-10-22
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares5,160 from 4,073
Change+1,087 (+27%)
Value$280.9K (+$48.8K)
Filed 2026-11-02
Paragon Private Wealth Management, LLC
DECREASED
Shares5,155 from 12,028
Change-6,873 (-57%)
Value$280.6K (-$404.8K)
Filed 2026-10-20
Main Street Group, LTD
DECREASED
Shares5,143 from 5,269
Change-126 (-2%)
Value$279.9K (-$20.3K)
Filed 2026-10-28
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares5,143 from 5,143
Change0 (0%)
Value$279.9K (-$13.1K)
Filed 2026-10-29
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares5,132 from 5,112
Change+20 (+0%)
Value$279.3K (-$11.9K)
Filed 2026-10-14
RTD Financial Advisors, Inc.
DECREASED
Shares5,131 from 5,578
Change-447 (-8%)
Value$279.3K (-$38.6K)
Filed 2026-10-09
Juncture Wealth Strategies, LLC
INCREASED
Shares5,130 from 5,129
Change+1 (+0%)
Value$279.2K (-$13.0K)
Filed 2026-10-06
Trueblood Wealth Management, LLC
INCREASED
Shares5,123 from 5,100
Change+23 (+0%)
Value$278.9K (-$11.8K)
Filed 2026-10-23
Gerber, LLC
INCREASED
Shares5,123 from 5,114
Change+9 (+0%)
Value$278.8K (-$12.6K)
Filed 2026-10-21
Balboa Wealth Partners
DECREASED
Shares5,119 from 7,952
Change-2,833 (-36%)
Value$278.6K (-$174.5K)
Filed 2026-10-20
Meridian Financial Advisors, LLC
DECREASED
Shares5,106 from 5,151
Change-45 (-1%)
Value$277.9K (-$15.6K)
Filed 2026-10-14
Montchanin Asset Management, LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$278.0K (-$13.0K)
Filed 2026-11-02
Marotta Asset Management
INCREASED
Shares5,099 from 4,950
Change+149 (+3%)
Value$277.5K (-$11.3K)
Filed 2026-10-02
PVG Asset Management Corp
UNCHANGED
Shares5,093 from 5,093
Change0 (0%)
Value$277.2K (-$13.0K)
Filed 2026-10-19
BXM Wealth LLC
UNCHANGED
Shares5,090 from 5,090
Change0 (0%)
Value$277.1K (-$13.0K)
Filed 2026-11-03
Guerra PAN Advisors, LLC
DECREASED
Shares5,081 from 5,329
Change-248 (-5%)
Value$256.0K (-$47.6K)
Filed 2026-10-26
waypoint wealth counsel
INCREASED
Shares5,078 from 4,157
Change+921 (+22%)
Value$276.4K (+$39.5K)
Filed 2026-10-22
Fonville Wealth Management LLC
INCREASED
Shares5,058 from 3,623
Change+1,435 (+40%)
Value$275.3K (+$68.9K)
Filed 2026-10-28
Mosley Wealth Management
DECREASED
Shares5,042 from 5,304
Change-262 (-5%)
Value$260.7K (-$41.5K)
Filed 2026-10-16
Hill Island Financial LLC
INCREASED
Shares5,038 from 4,915
Change+123 (+3%)
Value$274.2K (-$5.8K)
Filed 2026-10-20
Peachtree Investment Partners, LLC
NEW
Shares5,035
Change+5,035
Value$274.1K
Filed 2026-11-05
Mraz, Amerine & Associates, Inc.
DECREASED
Shares5,029 from 5,161
Change-132 (-3%)
Value$273.7K (-$20.3K)
Filed 2026-10-30
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares5,025 from 3,525
Change+1,500 (+43%)
Value$273.5K (+$72.7K)
Filed 2026-11-05
Warren Street Wealth Advisors, LLC
INCREASED
Shares5,018 from 3,877
Change+1,141 (+29%)
Value$273.1K (+$52.2K)
Filed 2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares5,013 from 3,773
Change+1,240 (+33%)
Value$272.8K (+$57.9K)
Filed 2026-10-28
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares5,004 from 5,003
Change+1 (+0%)
Value$272.4K (-$12.7K)
Filed 2026-10-19
Harfst & Associates, Inc.
UNCHANGED
Shares5,002 from 5,002
Change0 (0%)
Value$272.3K (-$12.8K)
Filed 2026-10-20
KFA Private Wealth Group, LLC
INCREASED
Shares5,000 from 4,941
Change+59 (+1%)
Value$272.2K (-$9.4K)
Filed 2026-10-07
Detalus Advisors, LLC
INCREASED
Shares4,988 from 4,912
Change+76 (+2%)
Value$271.5K (-$8.4K)
Filed 2026-10-15
Texas Bank & Trust Co
UNCHANGED
Shares4,982 from 4,982
Change0 (0%)
Value$271.2K (-$12.7K)
Filed 2026-11-04
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares4,964 from 3,749
Change+1,215 (+32%)
Value$270.2K (+$56.6K)
Filed 2026-11-05
Applied Capital LLC
DECREASED
Shares4,960 from 5,060
Change-100 (-2%)
Value$270.0K (-$18.3K)
Filed 2026-10-07
Kozak & Associates, Inc.
INCREASED
Shares4,958 from 4,930
Change+28 (+1%)
Value$252.1K (-$35.6K)
Filed 2026-10-29
LifeWealth Investments, LLC
DECREASED
Shares4,953 from 5,138
Change-185 (-4%)
Value$269.6K (-$23.2K)
Filed 2026-10-21
Plan A Wealth LLC
DECREASED
Shares4,947 from 4,987
Change-40 (-1%)
Value$269.3K (-$14.9K)
Filed 2026-10-08
Catalyst Investment Management LLC
UNCHANGED
Shares4,947 from 4,947
Change0 (0%)
Value$269.3K (-$12.6K)
Filed 2026-10-21
RAM Investment Partners, LLC
INCREASED
Shares4,916 from 4,810
Change+106 (+2%)
Value$267.6K (-$6.5K)
Filed 2026-10-21
Syntax Research, Inc.
DECREASED
Shares4,901 from 5,436
Change-535 (-10%)
Value$266.8K (-$43.0K)
Filed 2026-11-04
Lionshead Wealth Management, LLC
INCREASED
Shares4,892 from 4,821
Change+71 (+1%)
Value$266.3K (-$8.4K)
Filed 2026-10-21
JSF Financial, LLC
INCREASED
Shares4,867 from 4,362
Change+505 (+12%)
Value$264.9K (+$16.3K)
Filed 2026-10-22
LFA - Lugano Financial Advisors SA
DECREASED
Shares4,865 from 4,971
Change-106 (-2%)
Value$264.8K (-$18.4K)
Filed 2026-11-03
Investment Research & Advisory Group, Inc.
INCREASED
Shares4,861 from 4,846
Change+15 (+0%)
Value$299.2K (-$1.4K)
Filed 2026-10-19
Collective Family Office LLC
DECREASED
Shares4,859 from 5,091
Change-232 (-5%)
Value$264.5K (-$25.6K)
Filed 2026-10-05
Mendel Money Management
DECREASED
Shares4,855 from 5,205
Change-350 (-7%)
Value$264.3K (-$32.3K)
Filed 2026-11-02
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares4,839 from 4,831
Change+8 (+0%)
Value$263.4K (-$11.9K)
Filed 2026-10-19
Cascade Investment Group, Inc.
UNCHANGED
Shares4,839 from 4,839
Change0 (0%)
Value$263.4K (-$12.3K)
Filed 2026-10-13
Flagstone Financial Management
UNCHANGED
Shares4,836 from 4,836
Change0 (0%)
Value$263.2K (-$12.3K)
Filed 2026-11-05
WP Advisors, LLC
INCREASED
Shares4,823 from 4,796
Change+27 (+1%)
Value$262.6K (-$10.7K)
Filed 2026-10-22
Bensler, LLC
INCREASED
Shares4,813 from 4,472
Change+341 (+8%)
Value$262.0K (+$7.2K)
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares4,811 from 4,741
Change+70 (+1%)
Value$261.9K (-$8.3K)
Filed 2026-10-23
Steinberganna Wealth Management
DECREASED
Shares4,805 from 4,922
Change-117 (-2%)
Value$261.5K (-$18.9K)
Filed 2026-10-23
Heritage Investment Group, Inc.
INCREASED
Shares4,802 from 4,655
Change+147 (+3%)
Value$261.4K (-$3.9K)
Filed 2026-11-03
Ackerman Capital Advisors, LLC
INCREASED
Shares4,796 from 3,716
Change+1,080 (+29%)
Value$261.0K (+$49.3K)
Filed 2026-10-30
GGM Financial LLC
INCREASED
Shares4,793 from 3,589
Change+1,204 (+34%)
Value$260.9K (+$56.4K)
Filed 2026-11-05
Advus Financial Partners, LLC
DECREASED
Shares4,793 from 5,118
Change-325 (-6%)
Value$260.9K (-$30.8K)
Filed 2026-10-20
Cairn Investment Group, Inc.
UNCHANGED
Shares4,768 from 4,768
Change0 (0%)
Value$260.0K (-$12.0K)
Filed 2026-11-04
Cottonwood Capital Advisors, LLC
INCREASED
Shares4,767 from 4,751
Change+16 (+0%)
Value$259.5K (-$11.2K)
Filed 2026-10-20
CWS Financial Advisors, LLC
INCREASED
Shares4,767 from 4,755
Change+12 (+0%)
Value$259.5K (-$11.4K)
Filed 2026-10-16
Security Financial Services, Inc.
INCREASED
Shares4,762 from 4,720
Change+42 (+1%)
Value$259.2K (-$9.8K)
Filed 2026-10-29
Sage Private Wealth Group, LLC
UNCHANGED
Shares4,760 from 4,760
Change0 (0%)
Value$259.1K (-$12.1K)
Filed 2026-10-21
Washington Trust Advisors, Inc.
DECREASED
Shares4,731 from 4,931
Change-200 (-4%)
Value$257.5K (-$23.5K)
Filed 2026-10-22
Meridian Financial Partners LLC
DECREASED
Shares4,701 from 4,822
Change-121 (-3%)
Value$243.0K (-$53.9K)
Filed 2026-10-23
Stevens Capital Partners
NEW
Shares4,698
Change+4,698
Value$255.7K
Filed 2026-10-29
DecisionMap Wealth Management, LLC
DECREASED
Shares4,692 from 4,974
Change-282 (-6%)
Value$255.4K (-$28.0K)
Filed 2026-10-29
Global Strategic Investment Solutions, LLC
INCREASED
Shares4,673 from 4,547
Change+126 (+3%)
Value$254.3K (-$4.7K)
Filed 2026-10-16
Insight Wealth Strategies, LLC
DECREASED
Shares4,665 from 5,799
Change-1,134 (-20%)
Value$253.9K (-$84.5K)
Filed 2026-10-09
Burk Holdings LLC
INCREASED
Shares4,663 from 4,365
Change+298 (+7%)
Value$253.8K (+$5.1K)
Filed 2026-11-05
Berkshire Money Management, Inc.
NEW
Shares4,637
Change+4,637
Value$252.4K
Filed 2026-10-21
Single Point Partners, LLC
DECREASED
Shares4,626 from 25,692
Change-21,066 (-82%)
Value$251.8K (-$1.2M)
Filed 2026-10-19
Ballast Financial Advisors LLC
DECREASED
Shares4,624 from 4,784
Change-160 (-3%)
Value$251.7K (-$20.9K)
Filed 2026-10-26
Cadinha & Co LLC
INCREASED
Shares4,616 from 4,062
Change+554 (+14%)
Value$251.2K (+$19.8K)
Filed 2026-10-22
Fifth Third Securities, Inc.
NEW
Shares4,564
Change+4,564
Value$248.5K
Filed 2026-10-21
Twelve Points Wealth Management LLC
INCREASED
Shares4,561 from 4,326
Change+235 (+5%)
Value$228.1K (-$18.4K)
Filed 2026-11-03
4Wealth Advisors, Inc.
DECREASED
Shares4,558 from 4,773
Change-215 (-4%)
Value$250.5K (-$25.7K)
Filed 2026-10-13
Kondo Wealth Advisors, Inc.
INCREASED
Shares4,542 from 4,523
Change+19 (+0%)
Value$247.3K (-$10.5K)
Filed 2026-10-19
ERn Financial, LLC
DECREASED
Shares4,537 from 4,656
Change-119 (-3%)
Value$246.9K (-$18.4K)
Filed 2026-10-28
Purus Wealth Management, LLC
INCREASED
Shares4,533 from 4,531
Change+2 (+0%)
Value$246.7K (-$11.4K)
Filed 2026-10-15
Banque de Luxembourg S.A.
INCREASED
Shares4,532 from 2,149
Change+2,383 (+111%)
Value$246.7K (+$124.2K)
Filed 2026-10-14
Collar Capital Management, LLC
UNCHANGED
Shares4,530 from 4,530
Change0 (0%)
Value$246.6K (-$11.6K)
Filed 2026-10-28
Elevation Wealth Partners, LLC
INCREASED
Shares4,504 from 4,129
Change+375 (+9%)
Value$245.2K (+$9.9K)
Filed 2026-10-07
RBA Wealth Management, LLC
NEW
Shares4,495
Change+4,495
Value$244.7K
Filed 2026-10-28
Apollon Financial, LLC
INCREASED
Shares4,486 from 4,137
Change+349 (+8%)
Value$244.2K (+$8.4K)
Filed 2026-10-23
Innovative Wealth Building LLC
DECREASED
Shares4,455 from 4,488
Change-33 (-1%)
Value$242.5K (-$13.2K)
Filed 2026-10-14
National Wealth Management Group, LLC
NEW
Shares4,449
Change+4,449
Value$242.2K
Filed 2026-10-26
MontVue Capital Management, Inc.
UNCHANGED
Shares4,449 from 4,449
Change0 (0%)
Value$242.2K (-$11.3K)
Filed 2026-10-19
Fidelity D & D Bancorp Inc
DECREASED
Shares4,448 from 4,566
Change-118 (-3%)
Value$242.1K (-$18.1K)
Filed 2026-11-05
Center for Financial Planning, Inc.
INCREASED
Shares4,445 from 4,217
Change+228 (+5%)
Value$241.9K (+$1.7K)
Filed 2026-10-26
Baring Financial LLC
INCREASED
Shares4,435 from 4,362
Change+73 (+2%)
Value$241.4K (-$7.2K)
Filed 2026-10-07
Parkway Wealth Management Group, LLC
INCREASED
Shares4,433 from 3,744
Change+689 (+18%)
Value$241.3K (+$28.0K)
Filed 2026-10-20
Madson Wealth Advisors Inc
UNCHANGED
Shares4,429 from 4,429
Change0 (0%)
Value$241.1K (-$11.3K)
Filed 2026-10-13
Northland Securities, Inc.
UNCHANGED
Shares4,425 from 4,425
Change0 (0%)
Value$240.9K (-$11.3K)
Filed 2026-11-02
Intelligence Driven Advisers, LLC
INCREASED
Shares4,415 from 4,180
Change+235 (+6%)
Value$240.3K (+$2.1K)
Filed 2026-10-09
AmeriServ Wealth Advisors
DECREASED
Shares4,414 from 4,776
Change-362 (-8%)
Value$240.3K (-$31.9K)
Filed 2026-10-21
Tanager Wealth Management LLP
INCREASED
Shares4,396 from 3,742
Change+654 (+17%)
Value$239.3K (+$26.1K)
Filed 2026-10-19
Congress Park Capital LLC
UNCHANGED
Shares4,395 from 4,395
Change0 (0%)
Value$239.2K (-$11.2K)
Filed 2026-10-13
Norway Savings Bank
UNCHANGED
Shares4,393 from 4,393
Change0 (0%)
Value$239.1K (-$11.2K)
Filed 2026-10-20
Blue Capital, Inc.
DECREASED
Shares4,376 from 4,593
Change-217 (-5%)
Value$238.2K (-$23.5K)
Filed 2026-10-13
Hanson & Doremus Investment Management
UNCHANGED
Shares4,376 from 4,376
Change0 (0%)
Value$238.0K (-$11.0K)
Filed 2026-10-16
Taylor Financial Group, Inc.
UNCHANGED
Shares4,363 from 4,363
Change0 (0%)
Value$237.5K (-$11.1K)
Filed 2026-11-02
Holland Advisory Services, Inc.
DECREASED
Shares4,349 from 4,411
Change-62 (-1%)
Value$236.7K (-$14.6K)
Filed 2026-10-26
Patriot Investment Management Group, Inc.
INCREASED
Shares4,345 from 4,337
Change+8 (+0%)
Value$236.5K (-$10.6K)
Filed 2026-10-15
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares4,340 from 4,340
Change0 (0%)
Value$236.2K (-$11.0K)
Filed 2026-10-19
Squire Investment Management Company, LLC
NEW
Shares4,327
Change+4,327
Value$235.5K
Filed 2026-11-03
Private Wealth Group, LLC
DECREASED
Shares4,326 from 4,993
Change-667 (-13%)
Value$235.5K (-$49.0K)
Filed 2026-10-19
Wagner Wealth Management, LLC
DECREASED
Shares4,318 from 4,384
Change-66 (-2%)
Value$235.0K (-$14.8K)
Filed 2026-10-21
rebel Financial LLC
NEW
Shares4,313
Change+4,313
Value$234.7K
Filed 2026-11-04
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares4,310 from 3,982
Change+328 (+8%)
Value$234.6K (+$7.7K)
Filed 2026-10-27
Counterpoint Mutual Funds LLC
DECREASED
Shares4,298 from 5,920
Change-1,622 (-27%)
Value$233.9K (-$103.4K)
Filed 2026-10-16
Dumont & Blake Investment Advisors LLC
DECREASED
Shares4,293 from 4,421
Change-128 (-3%)
Value$233.7K (-$18.2K)
Filed 2026-10-28
Smith & Howard Wealth Management, LLC
DECREASED
Shares4,281 from 4,369
Change-88 (-2%)
Value$233.0K (-$15.9K)
Filed 2026-10-27
Convergence Financial, LLC
DECREASED
Shares4,269 from 6,042
Change-1,773 (-29%)
Value$232.3K (-$111.9K)
Filed 2026-10-27
Highland Financial Advisors, LLC
INCREASED
Shares4,268 from 4,090
Change+178 (+4%)
Value$232.3K (-$729)
Filed 2026-10-19
Wealth Advisory Solutions, LLC
DECREASED
Shares4,254 from 4,412
Change-158 (-4%)
Value$231.6K (-$19.9K)
Filed 2026-10-20
DE Burlo Group Inc
UNCHANGED
Shares4,248 from 4,248
Change0 (0%)
Value$231.2K (-$10.8K)
Filed 2026-11-05
Basso Capital Management, L.P.
INCREASED
Shares4,239 from 4,200
Change+39 (+1%)
Value$230.7K (-$8.6K)
Filed 2026-10-30
Towerpoint Wealth, LLC
INCREASED
Shares4,231 from 3,527
Change+704 (+20%)
Value$230.3K (+$29.3K)
Filed 2026-10-13
Gray Private Wealth, LLC
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$230.2K (-$10.8K)
Filed 2026-10-28
Citizens & Northern Corp
NEW
Shares4,226
Change+4,226
Value$230.0K
Filed 2026-11-06
Watershed Private Wealth LLC
NEW
Shares4,217
Change+4,217
Value$229.5K
Filed 2026-10-30
Tortoise Investment Management, LLC
INCREASED
Shares4,217 from 4,134
Change+83 (+2%)
Value$229.5K (-$6.0K)
Filed 2026-11-06
Shum Financial Group, Inc.
DECREASED
Shares4,209 from 4,267
Change-58 (-1%)
Value$229.1K (-$14.0K)
Filed 2026-10-13
Elco Management Co., LLC
DECREASED
Shares4,188 from 4,387
Change-199 (-5%)
Value$228.0K (-$22.0K)
Filed 2026-10-14
Cardinal Capital Management, Inc.
UNCHANGED
Shares4,175 from 4,175
Change0 (0%)
Value$227.2K (-$10.6K)
Filed 2026-10-16
Eastover Investment Advisors LLC
UNCHANGED
Shares4,170 from 4,170
Change0 (0%)
Value$227.0K (-$10.6K)
Filed 2026-10-05
Goldenstone Wealth Management LLC
DECREASED
Shares4,163 from 4,848
Change-685 (-14%)
Value$226.6K (-$49.6K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares4,162 from 1,856
Change+2,306 (+124%)
Value$226.5K (+$120.8K)
Filed 2026-10-14
TSA Wealth Managment LLC
UNCHANGED
Shares4,153 from 4,153
Change0 (0%)
Value$226.0K (-$10.6K)
Filed 2026-10-22
Barry Investment Advisors, LLC
INCREASED
Shares4,142 from 4,135
Change+7 (+0%)
Value$225.5K (-$10.1K)
Filed 2026-10-14
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares4,124 from 7,108
Change-2,984 (-42%)
Value$224.5K (-$180.6K)
Filed 2026-10-26
Kaydan Wealth Management, Inc.
INCREASED
Shares4,118 from 4,005
Change+113 (+3%)
Value$224.1K (-$4.1K)
Filed 2026-10-08
Kelly Financial Services LLC
DECREASED
Shares4,117 from 4,737
Change-620 (-13%)
Value$224.1K (-$45.8K)
Filed 2026-10-20
Cornerstone Planning Group LLC
INCREASED
Shares4,108 from 3,143
Change+965 (+31%)
Value$223.1K (+$29.5K)
Filed 2026-10-16
Joseph P. Lucia & Associates, LLC
INCREASED
Shares4,108 from 4,084
Change+24 (+1%)
Value$223.6K (-$9.1K)
Filed 2026-10-30
Boltwood Capital Management
INCREASED
Shares4,075 from 3,760
Change+315 (+8%)
Value$221.8K (+$7.6K)
Filed 2026-10-02
Chapman Investment Management, LLC
NEW
Shares4,064
Change+4,064
Value$221.2K
Filed 2026-11-03
Monte Financial Group, LLC
UNCHANGED
Shares4,064 from 4,064
Change0 (0%)
Value$221.2K (-$30.6K)
Filed 2026-11-02
Clearwater Capital Advisors, LLC
DECREASED
Shares4,057 from 4,122
Change-65 (-2%)
Value$220.8K (-$14.0K)
Filed 2026-11-06
Ridgewood Investments LLC
UNCHANGED
Shares4,051 from 4,051
Change0 (0%)
Value$220.5K (-$10.3K)
Filed 2026-10-05
Essential Partners LLC
INCREASED
Shares4,040 from 3,710
Change+330 (+9%)
Value$219.9K (+$8.5K)
Filed 2026-10-14
City Center Advisors, LLC
INCREASED
Shares4,007 from 3,943
Change+64 (+2%)
Value$218.1K (-$6.6K)
Filed 2026-10-08
Summit Securities Group LLC
INCREASED
Shares4,001 from 1,514
Change+2,487 (+164%)
Value$217.8K (+$131.5K)
Filed 2026-11-05
Capstone Capital Management Ltd
NEW
Shares4,000
Change+4,000
Value$217.7K
Filed 2026-10-21
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$217.0K (-$10.0K)
Filed 2026-10-14
Value Investment Professionals, LLC
INCREASED
Shares3,986 from 3,985
Change+1 (+0%)
Value$216.9K (-$10.1K)
Filed 2026-10-13
Mcdaniel Terry & Co
INCREASED
Shares3,980 from 3,965
Change+15 (+0%)
Value$216.7K (-$9.3K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares3,976 from 4,213
Change-237 (-6%)
Value$216.4K (-$19.0K)
Filed 2026-10-13
Archvest Wealth Advisors, Inc.
NEW
Shares3,961
Change+3,961
Value$215.6K
Filed 2026-10-29
Compass Ion Advisors, LLC
DECREASED
Shares3,956 from 4,519
Change-563 (-12%)
Value$215.4K (-$42.1K)
Filed 2026-10-23
August Group Capital Ltd
INCREASED
Shares3,955 from 3,811
Change+144 (+4%)
Value$215.3K (-$1.9K)
Filed 2026-10-14
Crescent Grove Advisors, LLC
NEW
Shares3,943
Change+3,943
Value$214.6K
Filed 2026-10-21
AM Investment Strategies LLC
UNCHANGED
Shares3,941 from 3,941
Change0 (0%)
Value$215.0K (-$10.0K)
Filed 2026-11-05
FMA Wealth Management, LLC
UNCHANGED
Shares3,932 from 3,932
Change0 (0%)
Value$214.0K (-$10.0K)
Filed 2026-10-21
Mcrae Capital Management Inc
UNCHANGED
Shares3,925 from 3,925
Change0 (0%)
Value$213.6K (-$10.0K)
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
DECREASED
Shares3,918 from 4,319
Change-401 (-9%)
Value$213.3K (-$32.8K)
Filed 2026-10-13
Accelerate Investment Advisors LLC
DECREASED
Shares3,913 from 4,691
Change-778 (-17%)
Value$213.0K (-$54.3K)
Filed 2026-11-02
Kaizen Financial Strategies
INCREASED
Shares3,905 from 3,881
Change+24 (+1%)
Value$212.5K (-$13.9K)
Filed 2026-10-09
Chris Bulman Inc
DECREASED
Shares3,903 from 3,905
Change-2 (0%)
Value$212.4K (-$10.1K)
Filed 2026-10-20
First County Bank
INCREASED
Shares3,900 from 3,708
Change+192 (+5%)
Value$212.3K (+$995)
Filed 2026-10-13
Meixler Investment Management, Ltd.
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$212.3K (-$9.9K)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares3,898 from 3,923
Change-25 (-1%)
Value$212.2K (-$16.8K)
Filed 2026-10-29
Prospera Capital Management, LLC
NEW
Shares3,888
Change+3,888
Value$211.6K
Filed 2026-10-19
Isthmus Partners, LLC
DECREASED
Shares3,881 from 3,902
Change-21 (-1%)
Value$211.2K (-$11.1K)
Filed 2026-10-21
TigerOak Management, L.L.C.
NEW
Shares3,880
Change+3,880
Value$211.2K
Filed 2026-10-23
Innova Wealth Partners
DECREASED
Shares3,880 from 4,052
Change-172 (-4%)
Value$211.2K (-$19.7K)
Filed 2026-10-21
A4 Wealth Advisors LLC
DECREASED
Shares3,877 from 4,052
Change-175 (-4%)
Value$211.0K (-$19.9K)
Filed 2026-10-20
Sunburst Financial Group, LLC
UNCHANGED
Shares3,874 from 3,874
Change0 (0%)
Value$210.9K (-$9.9K)
Filed 2026-10-09
Vestia Personal Wealth Advisors
INCREASED
Shares3,871 from 3,645
Change+226 (+6%)
Value$210.7K (+$3.0K)
Filed 2026-10-20
Eclectic Associates Inc
DECREASED
Shares3,870 from 4,434
Change-564 (-13%)
Value$210.7K (-$42.0K)
Filed 2026-10-09
Michels Family Financial, LLC
NEW
Shares3,859
Change+3,859
Value$210.1K
Filed 2026-11-02
Sather Financial Group Inc
NEW
Shares3,857
Change+3,857
Value$209.9K
Filed 2026-10-30
Ticino Wealth
UNCHANGED
Shares3,850 from 3,850
Change0 (0%)
Value$209.6K (-$9.8K)
Filed 2026-10-13
Carmel Capital Partners, LLC
INCREASED
Shares3,844 from 3,660
Change+184 (+5%)
Value$209.2K (+$682)
Filed 2026-11-03
Navigate Wealth Management, LLC
INCREASED
Shares3,843 from 3,802
Change+41 (+1%)
Value$208.8K (-$24.2K)
Filed 2026-10-14
GFG Capital, LLC
DECREASED
Shares3,840 from 20,909
Change-17,069 (-82%)
Value$209.0K (-$982.4K)
Filed 2026-10-16
Renaissance Investment Group LLC
INCREASED
Shares3,823 from 3,784
Change+39 (+1%)
Value$208.1K (-$7.5K)
Filed 2026-10-28
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares3,804 from 3,541
Change+263 (+7%)
Value$207.1K (+$5.3K)
Filed 2026-10-16
True Wealth Design, LLC
INCREASED
Shares3,803 from 3,421
Change+382 (+11%)
Value$207.0K (+$12.1K)
Filed 2026-10-13
Advisory Advocates, LLC
DECREASED
Shares3,803 from 4,084
Change-281 (-7%)
Value$207.0K (-$25.7K)
Filed 2026-11-05
Share Andrew L.
NEW
Shares3,788
Change+3,788
Value$206.2K
Filed 2026-11-06
Insight 2811, Inc.
INCREASED
Shares3,783 from 3,705
Change+78 (+2%)
Value$205.9K (-$5.2K)
Filed 2026-11-06
PCG Asset Management, LLC
DECREASED
Shares3,782 from 13,095
Change-9,313 (-71%)
Value$205.9K (-$540.3K)
Filed 2026-11-05
Harbour Trust & Investment Management Co
DECREASED
Shares3,781 from 3,982
Change-201 (-5%)
Value$205.8K (-$21.1K)
Filed 2026-10-28
Targeted Financial Services LLC
UNCHANGED
Shares3,773 from 3,773
Change0 (0%)
Value$205.4K (-$9.7K)
Filed 2026-10-19
Telos Capital Management, Inc.
DECREASED
Shares3,756 from 3,898
Change-142 (-4%)
Value$204.4K (-$17.7K)
Filed 2026-11-02
Royal Harbor Partners, LLC
DECREASED
Shares3,748 from 3,795
Change-47 (-1%)
Value$204.0K (-$12.2K)
Filed 2026-10-29
Legacy Wealth Partners, LLC
DECREASED
Shares3,738 from 3,807
Change-69 (-2%)
Value$203.5K (-$13.5K)
Filed 2026-10-15
AXS Investments LLC
DECREASED
Shares3,734 from 4,837
Change-1,103 (-23%)
Value$203.2K (-$72.4K)
Filed 2026-11-04
Absher Wealth Management, LLC
DECREASED
Shares3,727 from 4,110
Change-383 (-9%)
Value$202.9K (-$31.3K)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares3,724 from 1,953
Change+1,771 (+91%)
Value$202.7K (+$91.4K)
Filed 2026-10-19
Tactive Advisors, LLC
INCREASED
Shares3,720 from 3,666
Change+54 (+1%)
Value$202.5K (-$6.4K)
Filed 2026-10-08
Avion Wealth
INCREASED
Shares3,688 from 2,516
Change+1,172 (+47%)
Value$200.0K (+$57.0K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$198.7K (-$9.3K)
Filed 2026-10-28
Hoese & Co LLP
UNCHANGED
Shares3,559 from 3,559
Change0 (0%)
Value$193.7K (-$9.0K)
Filed 2026-10-21
Redwood Park Advisors LLC
INCREASED
Shares3,525 from 3,302
Change+223 (+7%)
Value$191.9K (+$3.7K)
Filed 2026-11-02
Hara Capital LLC
DECREASED
Shares3,514 from 3,694
Change-180 (-5%)
Value$191.3K (-$19.2K)
Filed 2026-10-30
Yankcom Partnership
UNCHANGED
Shares3,498 from 3,498
Change0 (0%)
Value$190.4K (-$8.9K)
Filed 2026-10-15
Zega Investments, LLC
DECREASED
Shares3,428 from 3,549
Change-121 (-3%)
Value$186.6K (-$15.6K)
Filed 2026-11-04
Wilkerson Advisory Group LLC
INCREASED
Shares3,357 from 3,116
Change+241 (+8%)
Value$182.7K (+$5.1K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
UNCHANGED
Shares3,260 from 3,260
Change0 (0%)
Value$177.4K (-$8.3K)
Filed 2026-10-23
Markowski Investments
INCREASED
Shares3,227 from 3,067
Change+160 (+5%)
Value$175.7K (+$889)
Filed 2026-10-30
TFC Financial Management, Inc.
UNCHANGED
Shares3,059 from 3,059
Change0 (0%)
Value$166.5K (-$7.8K)
Filed 2026-10-26
Legacies Wealth LLC
UNCHANGED
Shares3,055 from 3,055
Change0 (0%)
Value$166.3K (-$7.8K)
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares3,000 from 3,097
Change-97 (-3%)
Value$163.3K (-$13.2K)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
INCREASED
Shares2,950 from 2,576
Change+374 (+15%)
Value$160.6K (+$13.8K)
Filed 2026-11-02
Addison Advisors LLC
DECREASED
Shares2,939 from 3,009
Change-70 (-2%)
Value$160.0K (-$11.5K)
Filed 2026-11-06
Bell Investment Advisors, Inc
INCREASED
Shares2,886 from 2,139
Change+747 (+35%)
Value$157.1K (+$35.2K)
Filed 2026-10-29
DeDora Capital, Inc.
NEW
Shares2,774
Change+2,774
Value$151.0K
Filed 2026-10-26
MB, Levis & Associates, LLC
INCREASED
Shares2,765 from 2,752
Change+13 (+0%)
Value$150.5K (-$6.3K)
Filed 2026-10-16
James T. Borello RIA
INCREASED
Shares2,743 from 2,381
Change+362 (+15%)
Value$149.3K (+$13.6K)
Filed 2026-10-16
Centerpoint Advisors, LLC
DECREASED
Shares2,730 from 2,901
Change-171 (-6%)
Value$149.0K (-$16.0K)
Filed 2026-11-05
Nfsg Corp
INCREASED
Shares2,725 from 2,508
Change+217 (+9%)
Value$148.3K (+$5.4K)
Filed 2026-10-15
Roxbury Financial LLC
INCREASED
Shares2,707 from 2,695
Change+12 (+0%)
Value$147.3K (-$6.2K)
Filed 2026-10-01
Next Level Wealth Planning, LLC
NEW
Shares2,706
Change+2,706
Value$147.3K
Filed 2026-10-29
Godsey & Gibb, Inc
DECREASED
Shares2,694 from 2,891
Change-197 (-7%)
Value$146.6K (-$18.1K)
Filed 2026-10-14
SRH Advisors, LLC
UNCHANGED
Shares2,681 from 2,681
Change0 (0%)
Value$145.9K (-$6.8K)
Filed 2026-10-22
Activest Wealth Management
INCREASED
Shares2,626 from 2,560
Change+66 (+3%)
Value$142.9K (-$2.9K)
Filed 2026-10-15
Cdkv Holdings LLC
UNCHANGED
Shares2,575 from 2,575
Change0 (0%)
Value$140.2K (-$6.6K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED
Shares2,557 from 2,769
Change-212 (-8%)
Value$139.2K (-$18.6K)
Filed 2026-11-04
IMG Wealth Management, Inc.
INCREASED
Shares2,541 from 2,518
Change+23 (+1%)
Value$138.3K (-$5.2K)
Filed 2026-10-27
Horizons Wealth Management
NEW
Shares2,496
Change+2,496
Value$135.9K
Filed 2026-10-05
Ares Financial Consulting, LLC
INCREASED
Shares2,494 from 2,452
Change+42 (+2%)
Value$135.7K (-$4.0K)
Filed 2026-10-19
Breakwater Investment Management
INCREASED
Shares2,430 from 2,407
Change+23 (+1%)
Value$132.3K (-$4.9K)
Filed 2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$130.6K (-$6.1K)
Filed 2026-10-27
Elevated Capital Advisors, LLC
DECREASED
Shares2,390 from 7,601
Change-5,211 (-69%)
Value$130.1K (-$303.0K)
Filed 2026-11-04
POM Investment Strategies, LLC
INCREASED
Shares2,379 from 1,893
Change+486 (+26%)
Value$129.5K (+$21.6K)
Filed 2026-10-20
Global Trust Asset Management, LLC
UNCHANGED
Shares2,369 from 2,369
Change0 (0%)
Value$128.9K (-$6.0K)
Filed 2026-10-19
TrustBank
DECREASED
Shares2,368 from 2,603
Change-235 (-9%)
Value$128.9K (-$19.4K)
Filed 2026-10-20
Canton Hathaway, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$125.2K (-$5.9K)
Filed 2026-10-23
Trust Co
INCREASED
Shares2,259 from 1,788
Change+471 (+26%)
Value$123.0K (+$21.1K)
Filed 2026-10-09
Advantage Trust Co
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$122.5K (-$5.7K)
Filed 2026-10-19
Lynch Investment Planning, LLC
NEW
Shares2,118
Change+2,118
Value$115.3K
Filed 2026-10-27
Signature Resources Capital Management, LLC
INCREASED
Shares2,115 from 2,095
Change+20 (+1%)
Value$115.1K (-$4.3K)
Filed 2026-10-16
Proathlete Wealth Management LLC
INCREASED
Shares2,092 from 1,151
Change+941 (+82%)
Value$113.9K (+$48.3K)
Filed 2026-10-15
North Point Portfolio Managers Corp
NEW
Shares2,088
Change+2,088
Value$113.7K
Filed 2026-10-07
First Pacific Financial
INCREASED
Shares2,075 from 2,073
Change+2 (+0%)
Value$112.9K (-$5.2K)
Filed 2026-10-14
DiNuzzo Private Wealth, Inc.
DECREASED
Shares2,043 from 2,081
Change-38 (-2%)
Value$111.2K (-$7.3K)
Filed 2026-10-16
Country Trust Bank
INCREASED
Shares2,040 from 1,007
Change+1,033 (+103%)
Value$111.0K (+$53.7K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares2,016 from 1,543
Change+473 (+31%)
Value$109.7K (+$21.8K)
Filed 2026-10-29
Three Bridge Wealth Advisors, LLC
NEW
Shares2,002
Change+2,002
Value$109.0K
Filed 2026-11-05
Sava Infond d.o.o.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$108.9K (-$5.1K)
Filed 2026-10-28
Pittenger & Anderson Inc
INCREASED
Shares1,958 from 1,676
Change+282 (+17%)
Value$106.6K (+$11.1K)
Filed 2026-11-02
Southern Michigan Bank & Trust
INCREASED
Shares1,949 from 1,931
Change+18 (+1%)
Value$106.1K (-$3.9K)
Filed 2026-10-19
Joseph Group Capital Management
INCREASED
Shares1,892 from 1,554
Change+338 (+22%)
Value$103.0K (+$14.4K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,888 from 1,888
Change0 (0%)
Value$102.8K (-$4.8K)
Filed 2026-10-23
Valued Wealth Advisors LLC
DECREASED
Shares1,861 from 1,878
Change-17 (-1%)
Value$101.3K (-$5.7K)
Filed 2026-11-05
Daytona Street Capital LLC
UNCHANGED
Shares1,817 from 1,817
Change0 (0%)
Value$98.3K (-$10.3K)
Filed 2026-10-15
Winch Advisory Services, LLC
DECREASED
Shares1,808 from 1,829
Change-21 (-1%)
Value$98.4K (-$5.8K)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares1,802
Change+1,802
Value$98.1K
Filed 2026-10-27
Financial Network Wealth Advisors LLC
DECREASED
Shares1,793 from 2,104
Change-311 (-15%)
Value$97.6K (-$22.3K)
Filed 2026-10-28
Prudent Man Investment Management, Inc.
INCREASED
Shares1,765 from 1,685
Change+80 (+5%)
Value$96.1K (+$3.4K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,754 from 1,405
Change+349 (+25%)
Value$95.5K (+$15.4K)
Filed 2026-11-02
Manitou Investment Management Ltd.
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$93.9K (-$4.4K)
Filed 2026-10-15
Montgomery Financial Services LLC
INCREASED
Shares1,724 from 1,717
Change+7 (+0%)
Value$93.9K (-$4.0K)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,625 from 1,431
Change+194 (+14%)
Value$88.4K (+$6.9K)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
INCREASED
Shares1,617 from 1,013
Change+604 (+60%)
Value$88.0K (+$30.3K)
Filed 2026-11-05
Marquette Asset Management, LLC
INCREASED
Shares1,612 from 612
Change+1,000 (+163%)
Value$87.7K (+$52.9K)
Filed 2026-10-09
United Financial Planning Group LLC
UNCHANGED
Shares1,607 from 1,607
Change0 (0%)
Value$87.5K (-$4.1K)
Filed 2026-11-04
Hurley Capital, LLC
UNCHANGED
Shares1,606 from 1,606
Change0 (0%)
Value$87.4K (-$4.1K)
Filed 2026-11-05
Tsfg, LLC
DECREASED
Shares1,604 from 7,283
Change-5,679 (-78%)
Value$87.0K (-$328.0K)
Filed 2026-10-23
Birchwood Financial Partners, Inc.
INCREASED
Shares1,595 from 1,495
Change+100 (+7%)
Value$86.8K (+$1.6K)
Filed 2026-11-02
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$86.7K (-$4.1K)
Filed 2026-10-30
Gilpin Wealth Management, LLC
INCREASED
Shares1,567 from 467
Change+1,100 (+236%)
Value$85.3K (+$58.7K)
Filed 2026-10-09
High Point Wealth Management, LLC
INCREASED
Shares1,542 from 1,536
Change+6 (+0%)
Value$84.0K (-$3.6K)
Filed 2026-11-05
Sarver Vrooman Wealth Advisors
INCREASED
Shares1,524 from 914
Change+610 (+67%)
Value$83.0K (+$29.6K)
Filed 2026-10-01
Ashurst Perkins Coie Trust Co
INCREASED
Shares1,509 from 1,017
Change+492 (+48%)
Value$82.1K (+$24.2K)
Filed 2026-10-15
Valley Wealth Managers, Inc.
UNCHANGED
Shares1,508 from 1,508
Change0 (0%)
Value$82.1K (-$3.8K)
Filed 2026-10-09
Entrust Financial LLC
DECREASED
Shares1,491 from 1,549
Change-58 (-4%)
Value$81.2K (-$7.1K)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
INCREASED
Shares1,484 from 1,483
Change+1 (+0%)
Value$80.8K (-$3.7K)
Filed 2026-10-15
Bare Financial Services, Inc
INCREASED
Shares1,480 from 1,380
Change+100 (+7%)
Value$80.6K (+$1.9K)
Filed 2026-11-04
Beacon Financial Strategies Corp
DECREASED
Shares1,439 from 1,519
Change-80 (-5%)
Value$78.3K (-$8.2K)
Filed 2026-10-14
William Mack & Associates, Inc.
NEW
Shares1,429
Change+1,429
Value$77.8K
Filed 2026-10-27
Covestor Ltd
INCREASED
Shares1,427 from 1,421
Change+6 (+0%)
Value$78.0K (-$3.0K)
Filed 2026-10-30
SBK Financial, Inc.
DECREASED
Shares1,400 from 1,534
Change-134 (-9%)
Value$76.2K (-$11.2K)
Filed 2026-11-02
Peck Wealth Management, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$76.2K (-$3.6K)
Filed 2026-10-29
Olistico Wealth, LLC
UNCHANGED
Shares1,393 from 1,393
Change0 (0%)
Value$75.8K (-$3.6K)
Filed 2026-10-05
Old Second National Bank of Aurora
DECREASED
Shares1,387 from 3,859
Change-2,472 (-64%)
Value$75.5K (-$144.4K)
Filed 2026-10-22
Ascentis Wealth Management, LLC
NEW
Shares1,385
Change+1,385
Value$75.4K
Filed 2026-11-03
Miller Global Investments, LLC
UNCHANGED
Shares1,339 from 1,339
Change0 (0%)
Value$72.9K (-$3.4K)
Filed 2026-10-02
Cranbrook Wealth Management, LLC
INCREASED
Shares1,322 from 1,196
Change+126 (+11%)
Value$72.0K (+$3.8K)
Filed 2026-10-28
Davis Capital Management
INCREASED
Shares1,305 from 1,181
Change+124 (+11%)
Value$71.0K (+$3.7K)
Filed 2026-10-08
First Community Trust NA
INCREASED
Shares1,300 from 1,000
Change+300 (+30%)
Value$70.8K (+$13.8K)
Filed 2026-10-07
High Note Wealth, LLC
INCREASED
Shares1,293 from 1,025
Change+268 (+26%)
Value$70.4K (+$12.0K)
Filed 2026-10-27
Hughes Financial Services, LLC
DECREASED
Shares1,253 from 1,254
Change-1 (0%)
Value$64.1K (-$7.4K)
Filed 2026-10-30
Phillip James Consulting Co.
UNCHANGED
Shares1,231 from 1,231
Change0 (0%)
Value$67.0K (-$3.1K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares1,220 from 1,100
Change+120 (+11%)
Value$66.0K (+$3.0K)
Filed 2026-10-14
Financial Freedom, LLC
NEW
Shares1,219
Change+1,219
Value$66.4K
Filed 2026-11-06
IFS Advisors, LLC
INCREASED
Shares1,147 from 272
Change+875 (+322%)
Value$62.5K (+$46.9K)
Filed 2026-10-14
Kroeger Financial Partners
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$62.3K (-$2.9K)
Filed 2026-10-19
Balentine LLC
DECREASED
Shares1,143 from 2,454
Change-1,311 (-53%)
Value$62.2K (-$77.6K)
Filed 2026-11-03
Bayforest Capital Ltd
DECREASED
Shares1,078 from 1,121
Change-43 (-4%)
Value$58.7K (-$5.2K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,056 from 1,339
Change-283 (-21%)
Value$57.5K (-$18.9K)
Filed 2026-10-14
Noble Wealth Management PBC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$54.9K (-$2.6K)
Filed 2026-10-01
3 Factor Indexing, LLC
UNCHANGED
Shares1,006 from 1,006
Change0 (0%)
Value$54.8K (-$2.6K)
Filed 2026-10-15
Western Pacific Wealth Management, LP
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$54.6K (-$2.6K)
Filed 2026-10-16
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares982 from 1,204
Change-222 (-18%)
Value$53.5K (-$15.2K)
Filed 2026-11-06
Bay Harbor Wealth Management, LLC
DECREASED
Shares981 from 1,851
Change-870 (-47%)
Value$53.4K (-$52.1K)
Filed 2026-11-03
Bayban
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$55.2K ($0)
Filed 2026-11-05
Retirement Wealth Solutions LLC
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$51.6K (-$2.4K)
Filed 2026-10-07
Fortis Group Advisors, LLC
UNCHANGED
Shares914 from 914
Change0 (0%)
Value$49.7K (-$2.3K)
Filed 2026-11-06
Livelsberger Financial Advisory
NEW
Shares876
Change+876
Value$47.7K
Filed 2026-10-28
Sunrise Financial Services, LLC
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$47.1K (-$2.2K)
Filed 2026-10-21
Key Capital Management, Inc
INCREASED
Shares831 from 755
Change+76 (+10%)
Value$45.2K (+$2.2K)
Filed 2026-11-03
Planning Strategies Inc.
INCREASED
Shares830 from 809
Change+21 (+3%)
Value$45.2K (-$920)
Filed 2026-10-02
McCarley & Cook Financial Planners
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$44.9K (-$2.1K)
Filed 2026-10-21
Rothwell Investment Advisors, LLC
NEW
Shares820
Change+820
Value$44.6K
Filed 2026-11-06
DecisionPoint Financial, LLC
INCREASED
Shares809 from 358
Change+451 (+126%)
Value$43.5K (+$22.6K)
Filed 2026-10-27
Kingdom Financial Group Llc.
INCREASED
Shares809 from 689
Change+120 (+17%)
Value$44.0K (+$4.8K)
Filed 2026-11-04
Downshift Financial, LLC
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$42.8K (-$2.0K)
Filed 2026-10-13
Spurstone Advisory Services, LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$41.9K (-$3.6K)
Filed 2026-11-02
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares778 from 724
Change+54 (+7%)
Value$42.4K (+$1.1K)
Filed 2026-10-28
Granite FO LLC
UNCHANGED
Shares772 from 772
Change0 (0%)
Value$42.0K (-$2.0K)
Filed 2026-10-14
Mascoma Wealth Management LLC
DECREASED
Shares715 from 731
Change-16 (-2%)
Value$38.9K (-$2.7K)
Filed 2026-10-23
Tounjian Advisory Partners, LLC
DECREASED
Shares713 from 878
Change-165 (-19%)
Value$38.8K (-$11.3K)
Filed 2026-11-04
Acima Private Wealth, LLC
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$38.4K (-$1.8K)
Filed 2026-10-05
Horizon Financial Services, LLC
INCREASED
Shares690 from 664
Change+26 (+4%)
Value$37.6K (-$278)
Filed 2026-11-04
Horrell Capital Management, Inc.
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$37.6K (-$1.8K)
Filed 2026-10-08
Creative Capital Management Investments LLC
INCREASED
Shares683 from 443
Change+240 (+54%)
Value$37.2K (+$11.9K)
Filed 2026-10-28
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares665 from 565
Change+100 (+18%)
Value$36.2K (+$4.0K)
Filed 2026-10-30
Compass Wealth Management LLC
NEW
Shares654
Change+654
Value$35.6K
Filed 2026-10-22
RMG Wealth Management LLC
DECREASED
Shares636 from 732
Change-96 (-13%)
Value$32.4K (-$15.1K)
Filed 2026-10-26
Aventus Investment Advisors, Inc.
DECREASED
Shares611 from 690
Change-79 (-11%)
Value$33.3K (-$6.1K)
Filed 2026-10-09
CGC Financial Services, LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$33.2K (-$1.6K)
Filed 2026-10-13
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$32.7K (-$1.5K)
Filed 2026-10-16
Richardson Capital Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$32.7K (-$1.5K)
Filed 2026-10-23
Balance Wealth Partners LLC
NEW
Shares599
Change+599
Value$32.6K
Filed 2026-10-27
Collier Financial
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$31.8K (-$1.5K)
Filed 2026-11-06
Quaker Wealth Management, LLC
DECREASED
Shares559 from 1,052
Change-493 (-47%)
Value$30.4K (-$29.5K)
Filed 2026-10-22
CrossGen Wealth, LLC
INCREASED
Shares559 from 556
Change+3 (+1%)
Value$30.4K (-$1.2K)
Filed 2026-10-30
Kennebec Savings Bank
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$29.9K (-$1.4K)
Filed 2026-10-22
GS Investments, Inc.
DECREASED
Shares535 from 540
Change-5 (-1%)
Value$29.1K (-$1.6K)
Filed 2026-11-05
Peoples Financial Services Corp.
DECREASED
Shares526 from 708
Change-182 (-26%)
Value$28.6K (-$11.7K)
Filed 2026-10-20
Maseco LLP
INCREASED
Shares516 from 401
Change+115 (+29%)
Value$28.1K (+$5.2K)
Filed 2026-10-27
10Elms LLP
INCREASED
Shares510 from 222
Change+288 (+130%)
Value$27.8K (+$15.1K)
Filed 2026-11-06
Torren Management, LLC
INCREASED
Shares510 from 509
Change+1 (+0%)
Value$27.8K (-$1.2K)
Filed 2026-10-29
Financially Speaking Inc
INCREASED
Shares508 from 502
Change+6 (+1%)
Value$27.6K (+$3.1K)
Filed 2026-11-05
Frankly Finances, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$27.2K (-$1.3K)
Filed 2026-10-28
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$27.0K (+$27.0K)
Filed 2026-11-04
West Financial Advisors, LLC
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$27.1K (-$1.3K)
Filed 2026-10-22
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$25.0K (-$1.2K)
Filed 2026-10-07
New England Capital Financial Advisors LLC
INCREASED
Shares430 from 428
Change+2 (+0%)
Value$23.4K (-$1.0K)
Filed 2026-11-03
Polaris Financial Partners
NEW
Shares419
Change+419
Value$23
Filed 2026-10-02
Aspect Partners, LLC
DECREASED
Shares394 from 1,028
Change-634 (-62%)
Value$21.4K (-$37.1K)
Filed 2026-10-20
Matrix Trust Co
INCREASED
Shares379 from 322
Change+57 (+18%)
Value$21 (+$3)
Filed 2026-10-07
Birchbrook, Inc.
DECREASED
Shares351 from 1,671
Change-1,320 (-79%)
Value$19.1K (-$76.1K)
Filed 2026-10-14
Coston, McIsaac & Partners
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$19.0K (+$19.0K)
Filed 2026-11-06
StrongBox Wealth, LLC
DECREASED
Shares326 from 400
Change-74 (-18%)
Value$17.7K (-$5.0K)
Filed 2026-11-02
1620 Investment Advisors, Inc.
INCREASED
Shares325 from 215
Change+110 (+51%)
Value$17.7K (+$5.4K)
Filed 2026-11-04
Friedenthal Financial
INCREASED
Shares320 from 319
Change+1 (+0%)
Value$17.4K (-$713)
Filed 2026-10-27
Westchester Capital Management, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16.3K (-$765)
Filed 2026-10-23
MilWealth Group LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$14.7K (-$688)
Filed 2026-11-02
Robbins Farley
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$13.6K (-$637)
Filed 2026-10-21
Fairway Wealth LLC
NEW
Shares240
Change+240
Value$13.1K
Filed 2026-10-30
WestEnd Advisors, LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$12.5K (-$584)
Filed 2026-10-27
Vision Financial Markets LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$11.8K (-$1.0K)
Filed 2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$11.9K (-$556)
Filed 2026-10-23
Fairman Group, LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$11.7K (-$549)
Filed 2026-10-26
KFG LLC
NEW
Shares204
Change+204
Value$11.1K
Filed 2026-11-02
Essential Investment Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.9K (-$510)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$10.8K (-$508)
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares197
Change+197
Value$10.7K
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$9.7K (-$457)
Filed 2026-10-15
Mainstream Capital Management LLC
NEW
Shares173
Change+173
Value$9.4K
Filed 2026-10-23
Luken Investment Analytics, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$9.3K (-$434)
Filed 2026-11-06
Steph & Co
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$9.2K (-$431)
Filed 2026-10-07
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$9.2K (-$431)
Filed 2026-10-30
Carolina Wealth Advisors, LLC
NEW
Shares166
Change+166
Value$9.0K
Filed 2026-10-23
Paladin Partners, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$8.9K (-$416)
Filed 2026-10-06
Vima LLC
INCREASED
Shares156 from 155
Change+1 (+1%)
Value$8.5K (-$347)
Filed 2026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.2K (-$382)
Filed 2026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$8.0K (-$375)
Filed 2026-10-22
Legacy Bridge, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$7.9K (-$370)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
DECREASED
Shares136 from 170
Change-34 (-20%)
Value$7.4K (-$2.3K)
Filed 2026-11-02
IAG Wealth Partners, LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$7.2K (-$339)
Filed 2026-11-06
Navigoe, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$7 ($0)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
DECREASED
Shares129 from 220
Change-91 (-41%)
Value$7.0K (-$5.5K)
Filed 2026-10-26
PayPay Securities Corp
DECREASED
Shares128 from 132
Change-4 (-3%)
Value$7.0K (-$554)
Filed 2026-10-27
Foresight Capital Management Advisors, Inc.
NEW
Shares100
Change+100
Value$5.4K
Filed 2026-10-27
Blueline Advisors LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.4K (-$255)
Filed 2026-10-15
Tower Trust & Investment Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.4K (-$254)
Filed 2026-10-28
Accordant Advisory Group Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.4K (-$255)
Filed 2026-10-29
LAM Group, Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$4.7K (-$219)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
DECREASED
Shares85 from 396
Change-311 (-79%)
Value$4.7K (-$17.9K)
Filed 2026-10-26
Costello Asset Management, Inc
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$4.4K (-$206)
Filed 2026-10-30
Transce3nd, LLC
DECREASED
Shares78 from 300
Change-222 (-74%)
Value$4.0K (-$13.9K)
Filed 2026-10-26
Newton One Investments LLC
NEW
Shares72
Change+72
Value$3.9K
Filed 2026-10-14
Align Financial, LLC
NEW
Shares68
Change+68
Value$3.7K
Filed 2026-10-16
John Boyer, Inc.
NEW
Shares57
Change+57
Value$3.1K
Filed 2026-10-27
PFS Partners, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.8K (-$115)
Filed 2026-10-21
Nvest Wealth Strategies, Inc.
INCREASED
Shares46 from 23
Change+23 (+100%)
Value$2.5K (+$1.2K)
Filed 2026-10-14
NorthAvenue LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.6K (-$77)
Filed 2026-10-29
RHL Group, LLC
NEW
Shares22
Change+22
Value$1.2K
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$763 (-$35)
Filed 2026-10-15
Generate Investment Management Ltd
CLOSED
Shares0 from 486,879
Change-486,879 (-100%)
Value$0 (-$27.7M)
Filed 2026-10-14
Diversified Trust Co
CLOSED
Shares0 from 215,320
Change-215,320 (-100%)
Value$0 (-$12.3M)
Filed 2026-11-06
Bochk Asset Management Ltd
CLOSED
Shares0 from 110,500
Change-110,500 (-100%)
Value$0 (-$6.3M)
Filed 2026-10-29
Center for Wealth Management Advisory
CLOSED
Shares0 from 41,890
Change-41,890 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-23
Axiom Investment Management LLC
CLOSED
Shares0 from 26,578
Change-26,578 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Check Capital Management Inc
CLOSED
Shares0 from 24,076
Change-24,076 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Wealth Group, Ltd.
CLOSED
Shares0 from 22,994
Change-22,994 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-30
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED
Shares0 from 16,583
Change-16,583 (-100%)
Value$0 (-$944.9K)
Filed 2026-10-13
Headland Capital, LLC
CLOSED
Shares0 from 15,527
Change-15,527 (-100%)
Value$0 (-$884.7K)
Filed 2026-11-06
WealthCare Investment Partners, LLC
CLOSED
Shares0 from 13,206
Change-13,206 (-100%)
Value$0 (-$752.4K)
Filed 2026-11-05
Kazazian Asset Management, LLC
CLOSED
Shares0 from 12,595
Change-12,595 (-100%)
Value$0 (-$717.7K)
Filed 2026-11-02
Johnson Financial Group, LLC
CLOSED
Shares0 from 11,252
Change-11,252 (-100%)
Value$0 (-$641.1K)
Filed 2026-11-03
Kesler, Norman & Wride, LLC
CLOSED
Shares0 from 10,104
Change-10,104 (-100%)
Value$0 (-$575.7K)
Filed 2026-11-06
Hardy Reed LLC
CLOSED
Shares0 from 10,070
Change-10,070 (-100%)
Value$0 (-$573.8K)
Filed 2026-11-06
Townsend & Associates, Inc
CLOSED
Shares0 from 8,778
Change-8,778 (-100%)
Value$0 (-$530.4K)
Filed 2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 8,406
Change-8,406 (-100%)
Value$0 (-$479.0K)
Filed 2026-10-29
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 8,378
Change-8,378 (-100%)
Value$0 (-$477.4K)
Filed 2026-10-27
Lavelle Capital LP
CLOSED
Shares0 from 8,345
Change-8,345 (-100%)
Value$0 (-$475.5K)
Filed 2026-11-03
Chiron Capital Management, LLC
CLOSED
Shares0 from 7,352
Change-7,352 (-100%)
Value$0 (-$418.9K)
Filed 2026-10-15
Private Advisory Group LLC
CLOSED
Shares0 from 6,417
Change-6,417 (-100%)
Value$0 (-$365.6K)
Filed 2026-11-06
Madrona Financial Services, LLC
CLOSED
Shares0 from 6,358
Change-6,358 (-100%)
Value$0 (-$362.3K)
Filed 2026-10-23
Morling Financial Advisors, LLC
CLOSED
Shares0 from 6,317
Change-6,317 (-100%)
Value$0 (-$359.9K)
Filed 2026-10-28
Wincap Financial LLC
CLOSED
Shares0 from 6,011
Change-6,011 (-100%)
Value$0 (-$342.5K)
Filed 2026-10-20
Lecap Asset Management LTD
CLOSED
Shares0 from 6,005
Change-6,005 (-100%)
Value$0 (-$342.2K)
Filed 2026-10-27
One Wealth Capital Management, LLC
CLOSED
Shares0 from 5,934
Change-5,934 (-100%)
Value$0 (-$338.1K)
Filed 2026-10-23
St. Louis Trust Co
CLOSED
Shares0 from 5,725
Change-5,725 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-03
Banyan Capital Management, Inc.
CLOSED
Shares0 from 5,625
Change-5,625 (-100%)
Value$0 (-$320.5K)
Filed 2026-11-05
Plan Group Financial, LLC
CLOSED
Shares0 from 5,603
Change-5,603 (-100%)
Value$0 (-$319.2K)
Filed 2026-10-22
Saxon Interests, Inc.
CLOSED
Shares0 from 5,578
Change-5,578 (-100%)
Value$0 (-$317.8K)
Filed 2026-10-26
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 5,311
Change-5,311 (-100%)
Value$0 (-$302.6K)
Filed 2026-10-26
Hofer & Associates. Inc
CLOSED
Shares0 from 5,109
Change-5,109 (-100%)
Value$0 (-$291.1K)
Filed 2026-10-13
James Hambro & Partners LLP
CLOSED
Shares0 from 5,051
Change-5,051 (-100%)
Value$0 (-$287.7K)
Filed 2026-10-19
Prosperity Planning, Inc.
CLOSED
Shares0 from 4,956
Change-4,956 (-100%)
Value$0 (-$282.4K)
Filed 2026-10-09
Corrado Advisors, LLC
CLOSED
Shares0 from 4,846
Change-4,846 (-100%)
Value$0 (-$276.1K)
Filed 2026-10-27
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 4,839
Change-4,839 (-100%)
Value$0 (-$275.7K)
Filed 2026-10-09
Scarborough Advisors, LLC
CLOSED
Shares0 from 4,770
Change-4,770 (-100%)
Value$0 (-$267.2K)
Filed 2026-10-16
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 4,534
Change-4,534 (-100%)
Value$0 (-$258.3K)
Filed 2026-10-29
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 4,472
Change-4,472 (-100%)
Value$0 (-$254.8K)
Filed 2026-10-21
Tamar Securities, LLC
CLOSED
Shares0 from 4,363
Change-4,363 (-100%)
Value$0 (-$248.6K)
Filed 2026-11-03
VVR Holdings LLC
CLOSED
Shares0 from 4,105
Change-4,105 (-100%)
Value$0 (-$233.9K)
Filed 2026-10-19
Financial Symmetry Inc
CLOSED
Shares0 from 4,011
Change-4,011 (-100%)
Value$0 (-$228.5K)
Filed 2026-10-06
Grey Fox Wealth Advisors, LLC
CLOSED
Shares0 from 3,992
Change-3,992 (-100%)
Value$0 (-$227.4K)
Filed 2026-11-03
Legacy Trust
CLOSED
Shares0 from 3,962
Change-3,962 (-100%)
Value$0 (-$225.8K)
Filed 2026-11-06
Investmark Advisory Group LLC
CLOSED
Shares0 from 3,858
Change-3,858 (-100%)
Value$0 (-$219.8K)
Filed 2026-10-27
Financial Planning Hawaii, Inc.
CLOSED
Shares0 from 3,817
Change-3,817 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-13
Camden National Bank
CLOSED
Shares0 from 3,800
Change-3,800 (-100%)
Value$0 (-$216.5K)
Filed 2026-11-02
Prospect Financial Group LLC
CLOSED
Shares0 from 3,789
Change-3,789 (-100%)
Value$0 (-$215.9K)
Filed 2026-11-05
Optima Capital LLC
CLOSED
Shares0 from 3,787
Change-3,787 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-29
Tenzing Financial LLC
CLOSED
Shares0 from 3,785
Change-3,785 (-100%)
Value$0 (-$226.7K)
Filed 2026-11-03
Ellerson Group Inc
CLOSED
Shares0 from 3,780
Change-3,780 (-100%)
Value$0 (-$215.4K)
Filed 2026-11-04
Verity Asset Management, Inc.
CLOSED
Shares0 from 3,773
Change-3,773 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-30
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 3,765
Change-3,765 (-100%)
Value$0 (-$214.5K)
Filed 2026-11-06
Foguth Wealth Management, Llc.
CLOSED
Shares0 from 3,744
Change-3,744 (-100%)
Value$0 (-$226.2K)
Filed 2026-10-19
Capstone Wealth Management Group, Inc.
CLOSED
Shares0 from 3,742
Change-3,742 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-19
21 West Wealth Management LLC
CLOSED
Shares0 from 3,731
Change-3,731 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-13
Cabot Wealth Management Inc
CLOSED
Shares0 from 3,696
Change-3,696 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-05
Frontier Asset Management, LLC
CLOSED
Shares0 from 3,686
Change-3,686 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-28
Chesley Taft & Associates LLC
CLOSED
Shares0 from 3,682
Change-3,682 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-13
South Shore Capital Advisors
CLOSED
Shares0 from 3,677
Change-3,677 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-20
SFE Investment Counsel
CLOSED
Shares0 from 3,656
Change-3,656 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-29
Emerald Advisors, LLC
CLOSED
Shares0 from 3,642
Change-3,642 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-13
Lorne Steinberg Wealth Management Inc.
CLOSED
Shares0 from 3,641
Change-3,641 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-23
Elite Life Management LLC
CLOSED
Shares0 from 3,635
Change-3,635 (-100%)
Value$0 (-$229.9K)
Filed 2026-11-06
First Financial Group Corp
CLOSED
Shares0 from 3,625
Change-3,625 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-22
Yoder Wealth Management, Inc.
CLOSED
Shares0 from 3,623
Change-3,623 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-13
GenWealth Group, Inc.
CLOSED
Shares0 from 3,622
Change-3,622 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-16
Creekside Partners
CLOSED
Shares0 from 3,621
Change-3,621 (-100%)
Value$0 (-$206.3K)
Filed 2026-11-04
Bill Few Associates, Inc.
CLOSED
Shares0 from 3,610
Change-3,610 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-09
Clark Financial Services Group Inc
CLOSED
Shares0 from 3,606
Change-3,606 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-19
Three Magnolias Financial Advisors, LLC
CLOSED
Shares0 from 3,597
Change-3,597 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-14
Pinnacle Wealth Management Group, Inc.
CLOSED
Shares0 from 3,584
Change-3,584 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-15
Eads & Heald Wealth Management
CLOSED
Shares0 from 3,581
Change-3,581 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-29
Rubicon Advisors, GP
CLOSED
Shares0 from 3,578
Change-3,578 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-23
Slocum, Gordon & Co LLP
CLOSED
Shares0 from 3,571
Change-3,571 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-19
Brown Miller Wealth Management, LLC
CLOSED
Shares0 from 3,569
Change-3,569 (-100%)
Value$0 (-$203.4K)
Filed 2026-11-02
Riverwater Partners LLC
CLOSED
Shares0 from 3,568
Change-3,568 (-100%)
Value$0 (-$203.3K)
Filed 2026-11-03
Argus Investors' Counsel, Inc.
CLOSED
Shares0 from 3,522
Change-3,522 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-09
Cravens & Co Advisors, LLC
CLOSED
Shares0 from 3,519
Change-3,519 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-16
Grandfield & Dodd, LLC
CLOSED
Shares0 from 3,518
Change-3,518 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-29
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 2,806
Change-2,806 (-100%)
Value$0 (-$159.9K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,716
Change-2,716 (-100%)
Value$0 (-$154.8K)
Filed 2026-10-13
BankPlus Trust Department
CLOSED
Shares0 from 2,620
Change-2,620 (-100%)
Value$0 (-$149.3K)
Filed 2026-11-06
Sherman Asset Management, Inc.
CLOSED
Shares0 from 2,546
Change-2,546 (-100%)
Value$0 (-$145.1K)
Filed 2026-11-05
Atlatl Advisers LLC
CLOSED
Shares0 from 2,038
Change-2,038 (-100%)
Value$0 (-$116.1K)
Filed 2026-10-22
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,915
Change-1,915 (-100%)
Value$0 (-$109.1K)
Filed 2026-10-15
Founders Capital Management
CLOSED
Shares0 from 1,731
Change-1,731 (-100%)
Value$0 (-$98.6K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1,090
Change-1,090 (-100%)
Value$0 (-$62.1K)
Filed 2026-10-26
Robinswood Financial LLC
CLOSED
Shares0 from 830
Change-830 (-100%)
Value$0 (-$47.3K)
Filed 2026-10-20
Evolution Advisers, Inc.
CLOSED
Shares0 from 661
Change-661 (-100%)
Value$0 (-$37)
Filed 2026-11-06
Brooklyn FI, LLC
CLOSED
Shares0 from 606
Change-606 (-100%)
Value$0 (-$37.3K)
Filed 2026-11-05
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 449
Change-449 (-100%)
Value$0 (-$24)
Filed 2026-11-06
Stone House Investment Management, LLC
CLOSED
Shares0 from 378
Change-378 (-100%)
Value$0 (-$21.5K)
Filed 2026-10-23
Whipplewood Advisors, LLC
CLOSED
Shares0 from 317
Change-317 (-100%)
Value$0 (-$18.1K)
Filed 2026-10-20
Merrithew & Thorsten Inc
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$15)
Filed 2026-11-06
Decker Retirement Planning Inc.
CLOSED
Shares0 from 137
Change-137 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-19
Peterson Wealth Services
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-26
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-21
Equitec Proprietary Markets, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$114)
Filed 2026-11-04
Point Nemo Capital, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$34)
Filed 2026-11-03
BlackRock, Inc.
N/A
Shares— from 545,683,702
Change-545,683,702 (-100%)
Value—
Berkshire Hathaway Inc
N/A
Shares— from 483,394,015
Change-483,394,015 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 421,828,996
Change-421,828,996 (-100%)
Value—
State Street Corp
N/A
Shares— from 299,782,707
Change-299,782,707 (-100%)
Value—
FMR LLC
N/A
Shares— from 189,182,396
Change-189,182,396 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 172,341,501
Change-172,341,501 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 131,583,164
Change-131,583,164 (-100%)
Value—
Capital World Investors
N/A
Shares— from 115,849,982
Change-115,849,982 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 114,601,311
Change-114,601,311 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 87,461,776
Change-87,461,776 (-100%)
Value—
Norges Bank
N/A
Shares— from 83,794,863
Change-83,794,863 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 72,246,144
Change-72,246,144 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 62,473,308
Change-62,473,308 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 58,326,004
Change-58,326,004 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 57,025,847
Change-57,025,847 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 56,929,747
Change-56,929,747 (-100%)
Value—
Capital International Investors
N/A
Shares— from 48,225,217
Change-48,225,217 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 45,390,319
Change-45,390,319 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 45,122,147
Change-45,122,147 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 44,077,493
Change-44,077,493 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 43,967,038
Change-43,967,038 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 43,727,148
Change-43,727,148 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 36,614,206
Change-36,614,206 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 34,320,589
Change-34,320,589 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 33,496,559
Change-33,496,559 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 31,441,932
Change-31,441,932 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 27,556,792
Change-27,556,792 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 24,817,808
Change-24,817,808 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 23,090,903
Change-23,090,903 (-100%)
Value—
UBS Group AG
N/A
Shares— from 22,503,004
Change-22,503,004 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 19,984,898
Change-19,984,898 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 16,638,101
Change-16,638,101 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 16,082,798
Change-16,082,798 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 16,048,020
Change-16,048,020 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 15,922,231
Change-15,922,231 (-100%)
Value—
National Pension Service
N/A
Shares— from 15,536,432
Change-15,536,432 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 15,187,077
Change-15,187,077 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 14,930,048
Change-14,930,048 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 14,440,941
Change-14,440,941 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,940,847
Change-12,940,847 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 12,572,146
Change-12,572,146 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 12,483,467
Change-12,483,467 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 12,003,595
Change-12,003,595 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 11,888,923
Change-11,888,923 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 11,416,501
Change-11,416,501 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 10,817,203
Change-10,817,203 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 10,286,935
Change-10,286,935 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 10,173,605
Change-10,173,605 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,961,033
Change-9,961,033 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,909,582
Change-9,909,582 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,860,659
Change-9,860,659 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 9,303,462
Change-9,303,462 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,107,517
Change-9,107,517 (-100%)
Value—
Boston Partners
N/A
Shares— from 8,791,620
Change-8,791,620 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 8,517,823
Change-8,517,823 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 7,497,850
Change-7,497,850 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 7,355,861
Change-7,355,861 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 7,006,180
Change-7,006,180 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 6,993,300
Change-6,993,300 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 6,976,270
Change-6,976,270 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,974,169
Change-6,974,169 (-100%)
Value—
Aviva PLC
N/A
Shares— from 6,946,829
Change-6,946,829 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,935,356
Change-6,935,356 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6,840,690
Change-6,840,690 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,659,618
Change-6,659,618 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 6,492,673
Change-6,492,673 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 6,355,597
Change-6,355,597 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 6,240,214
Change-6,240,214 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 6,203,043
Change-6,203,043 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 6,070,391
Change-6,070,391 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 5,954,499
Change-5,954,499 (-100%)
Value—
Man Group plc
N/A
Shares— from 5,939,843
Change-5,939,843 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 5,852,715
Change-5,852,715 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 5,757,597
Change-5,757,597 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 5,727,373
Change-5,727,373 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 5,712,068
Change-5,712,068 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 5,607,117
Change-5,607,117 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 5,489,391
Change-5,489,391 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 5,354,790
Change-5,354,790 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 5,307,713
Change-5,307,713 (-100%)
Value—
ING Groep NV
N/A
Shares— from 5,173,523
Change-5,173,523 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,891,596
Change-4,891,596 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 4,828,827
Change-4,828,827 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 4,820,409
Change-4,820,409 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,744,265
Change-4,744,265 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 4,680,923
Change-4,680,923 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 4,670,817
Change-4,670,817 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 4,664,944
Change-4,664,944 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 4,645,937
Change-4,645,937 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 4,595,667
Change-4,595,667 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 4,529,611
Change-4,529,611 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 4,483,481
Change-4,483,481 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 4,469,195
Change-4,469,195 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 4,397,028
Change-4,397,028 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 4,356,177
Change-4,356,177 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 4,335,818
Change-4,335,818 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,249,808
Change-4,249,808 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 4,246,623
Change-4,246,623 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,215,750
Change-4,215,750 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 4,215,031
Change-4,215,031 (-100%)
Value—
Azora Capital LP
N/A
Shares— from 4,182,530
Change-4,182,530 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,018,292
Change-4,018,292 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 3,915,142
Change-3,915,142 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 3,875,845
Change-3,875,845 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 3,803,522
Change-3,803,522 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 3,750,692
Change-3,750,692 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 3,750,000
Change-3,750,000 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 3,694,318
Change-3,694,318 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,670,790
Change-3,670,790 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 3,651,625
Change-3,651,625 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 3,592,203
Change-3,592,203 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,504,146
Change-3,504,146 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 3,485,400
Change-3,485,400 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 3,462,298
Change-3,462,298 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 3,435,042
Change-3,435,042 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,351,428
Change-3,351,428 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,345,544
Change-3,345,544 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,299,488
Change-3,299,488 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 3,283,859
Change-3,283,859 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 3,234,347
Change-3,234,347 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 3,206,471
Change-3,206,471 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 3,184,637
Change-3,184,637 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 3,170,053
Change-3,170,053 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 3,169,459
Change-3,169,459 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 3,166,564
Change-3,166,564 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 3,143,878
Change-3,143,878 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,093,041
Change-3,093,041 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 3,083,132
Change-3,083,132 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 3,002,094
Change-3,002,094 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 2,989,757
Change-2,989,757 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 2,969,804
Change-2,969,804 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 2,951,641
Change-2,951,641 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,912,278
Change-2,912,278 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,806,686
Change-2,806,686 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 2,803,592
Change-2,803,592 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,777,314
Change-2,777,314 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,755,267
Change-2,755,267 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 2,674,239
Change-2,674,239 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 2,657,165
Change-2,657,165 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 2,655,000
Change-2,655,000 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 2,635,850
Change-2,635,850 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 2,630,869
Change-2,630,869 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,621,675
Change-2,621,675 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,610,107
Change-2,610,107 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 2,602,097
Change-2,602,097 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,584,359
Change-2,584,359 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 2,572,527
Change-2,572,527 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,544,845
Change-2,544,845 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 2,497,807
Change-2,497,807 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 2,445,089
Change-2,445,089 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 2,397,260
Change-2,397,260 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 2,393,625
Change-2,393,625 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,323,942
Change-2,323,942 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 2,311,554
Change-2,311,554 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 2,285,494
Change-2,285,494 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 2,271,927
Change-2,271,927 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 2,255,344
Change-2,255,344 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,250,637
Change-2,250,637 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,249,701
Change-2,249,701 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,249,430
Change-2,249,430 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,244,960
Change-2,244,960 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 2,191,776
Change-2,191,776 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,184,090
Change-2,184,090 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 2,181,306
Change-2,181,306 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 2,140,307
Change-2,140,307 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 2,103,476
Change-2,103,476 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 2,034,655
Change-2,034,655 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,023,849
Change-2,023,849 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 2,020,979
Change-2,020,979 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 1,973,449
Change-1,973,449 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 1,967,162
Change-1,967,162 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,948,232
Change-1,948,232 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 1,941,795
Change-1,941,795 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 1,901,845
Change-1,901,845 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,830,050
Change-1,830,050 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 1,781,864
Change-1,781,864 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,764,963
Change-1,764,963 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,753,292
Change-1,753,292 (-100%)
Value—
Dodge & COX
N/A
Shares— from 1,741,970
Change-1,741,970 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,738,832
Change-1,738,832 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 1,722,061
Change-1,722,061 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 1,713,110
Change-1,713,110 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 1,697,639
Change-1,697,639 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 1,683,763
Change-1,683,763 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,644,484
Change-1,644,484 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,624,111
Change-1,624,111 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,610,070
Change-1,610,070 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,591,093
Change-1,591,093 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 1,539,442
Change-1,539,442 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 1,512,748
Change-1,512,748 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,492,730
Change-1,492,730 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,488,048
Change-1,488,048 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 1,477,300
Change-1,477,300 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,439,823
Change-1,439,823 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,406,039
Change-1,406,039 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 1,372,552
Change-1,372,552 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 1,304,202
Change-1,304,202 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 1,299,450
Change-1,299,450 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,295,213
Change-1,295,213 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 1,232,323
Change-1,232,323 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 1,209,724
Change-1,209,724 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 1,206,139
Change-1,206,139 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,204,669
Change-1,204,669 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 1,198,041
Change-1,198,041 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,192,229
Change-1,192,229 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,175,975
Change-1,175,975 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 1,175,523
Change-1,175,523 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,162,453
Change-1,162,453 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,155,193
Change-1,155,193 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,152,781
Change-1,152,781 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,147,133
Change-1,147,133 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 1,136,429
Change-1,136,429 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,064,968
Change-1,064,968 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,064,860
Change-1,064,860 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 1,045,795
Change-1,045,795 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 1,042,857
Change-1,042,857 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 1,042,673
Change-1,042,673 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 1,034,242
Change-1,034,242 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,020,674
Change-1,020,674 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 1,018,006
Change-1,018,006 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,009,724
Change-1,009,724 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 1,004,166
Change-1,004,166 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 995,089
Change-995,089 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 994,613
Change-994,613 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 992,776
Change-992,776 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 992,640
Change-992,640 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 981,342
Change-981,342 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 970,332
Change-970,332 (-100%)
Value—
Shapiro Capital Management LLC
N/A
Shares— from 958,312
Change-958,312 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 947,094
Change-947,094 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 944,744
Change-944,744 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 939,739
Change-939,739 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 937,548
Change-937,548 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 934,027
Change-934,027 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 914,224
Change-914,224 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 903,235
Change-903,235 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 899,209
Change-899,209 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 895,638
Change-895,638 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 860,923
Change-860,923 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 857,440
Change-857,440 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 849,456
Change-849,456 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 839,151
Change-839,151 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 830,240
Change-830,240 (-100%)
Value—
Prudential PLC
N/A
Shares— from 828,961
Change-828,961 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 819,725
Change-819,725 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 803,768
Change-803,768 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 800,000
Change-800,000 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 791,839
Change-791,839 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 789,720
Change-789,720 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 774,027
Change-774,027 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 767,785
Change-767,785 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 762,000
Change-762,000 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 760,000
Change-760,000 (-100%)
Value—
&partners
N/A
Shares— from 758,904
Change-758,904 (-100%)
Value—
Allstate Corp
N/A
Shares— from 729,122
Change-729,122 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 728,081
Change-728,081 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 722,142
Change-722,142 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 715,456
Change-715,456 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 706,054
Change-706,054 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 705,668
Change-705,668 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 699,014
Change-699,014 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 669,377
Change-669,377 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 620,744
Change-620,744 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 615,921
Change-615,921 (-100%)
Value—
Teewinot Capital Advisers, L.L.C.
N/A
Shares— from 613,173
Change-613,173 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 602,391
Change-602,391 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 601,074
Change-601,074 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 598,398
Change-598,398 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 585,316
Change-585,316 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 584,771
Change-584,771 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 577,373
Change-577,373 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 559,162
Change-559,162 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 549,932
Change-549,932 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 538,337
Change-538,337 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 521,625
Change-521,625 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 511,136
Change-511,136 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 511,050
Change-511,050 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 497,155
Change-497,155 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 492,572
Change-492,572 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 487,046
Change-487,046 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 486,602
Change-486,602 (-100%)
Value—
Stephens Inc
N/A
Shares— from 479,328
Change-479,328 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 477,043
Change-477,043 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 475,191
Change-475,191 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 474,294
Change-474,294 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 466,558
Change-466,558 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 466,201
Change-466,201 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 463,648
Change-463,648 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 461,861
Change-461,861 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 452,976
Change-452,976 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 451,395
Change-451,395 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 446,549
Change-446,549 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 437,223
Change-437,223 (-100%)
Value—
General Pension Society PZU Joint Stock Co
N/A
Shares— from 435,112
Change-435,112 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 426,827
Change-426,827 (-100%)
Value—
GoodHaven Capital Management, LLC
N/A
Shares— from 423,479
Change-423,479 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 422,295
Change-422,295 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 414,622
Change-414,622 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 399,459
Change-399,459 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 398,893
Change-398,893 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 398,624
Change-398,624 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 394,512
Change-394,512 (-100%)
Value—
Capital International LTD
N/A
Shares— from 385,954
Change-385,954 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 385,237
Change-385,237 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 374,259
Change-374,259 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 372,880
Change-372,880 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 372,089
Change-372,089 (-100%)
Value—
Caldwell Investment Management Ltd.
N/A
Shares— from 370,400
Change-370,400 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 366,221
Change-366,221 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 363,017
Change-363,017 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 354,946
Change-354,946 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 353,557
Change-353,557 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 349,673
Change-349,673 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 349,555
Change-349,555 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 347,007
Change-347,007 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 341,724
Change-341,724 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 339,038
Change-339,038 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 336,433
Change-336,433 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 333,678
Change-333,678 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 323,268
Change-323,268 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 321,642
Change-321,642 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 321,032
Change-321,032 (-100%)
Value—
Carlson Capital, L.P.
N/A
Shares— from 316,147
Change-316,147 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 313,398
Change-313,398 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 310,654
Change-310,654 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 306,121
Change-306,121 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 305,799
Change-305,799 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 301,758
Change-301,758 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 301,505
Change-301,505 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 300,964
Change-300,964 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 300,532
Change-300,532 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 295,568
Change-295,568 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 294,639
Change-294,639 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 293,744
Change-293,744 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 291,816
Change-291,816 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 287,114
Change-287,114 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 285,955
Change-285,955 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 285,711
Change-285,711 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 284,069
Change-284,069 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 283,221
Change-283,221 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 282,468
Change-282,468 (-100%)
Value—
Allianz SE
N/A
Shares— from 279,866
Change-279,866 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 278,046
Change-278,046 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 275,832
Change-275,832 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 272,748
Change-272,748 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 271,147
Change-271,147 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 267,845
Change-267,845 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 265,098
Change-265,098 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 264,415
Change-264,415 (-100%)
Value—
Cander Asset Management LP
N/A
Shares— from 263,657
Change-263,657 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 262,636
Change-262,636 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 261,818
Change-261,818 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 260,330
Change-260,330 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 259,167
Change-259,167 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 255,744
Change-255,744 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 254,205
Change-254,205 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 253,403
Change-253,403 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 249,577
Change-249,577 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 246,907
Change-246,907 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 246,597
Change-246,597 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 246,038
Change-246,038 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 244,671
Change-244,671 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 243,779
Change-243,779 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 241,669
Change-241,669 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 240,618
Change-240,618 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 240,187
Change-240,187 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 236,127
Change-236,127 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 235,437
Change-235,437 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 232,720
Change-232,720 (-100%)
Value—
Simmons Bank
N/A
Shares— from 231,817
Change-231,817 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 231,410
Change-231,410 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 230,607
Change-230,607 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 228,673
Change-228,673 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 228,244
Change-228,244 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 226,321
Change-226,321 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 226,132
Change-226,132 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 225,144
Change-225,144 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 225,000
Change-225,000 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 224,822
Change-224,822 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 219,664
Change-219,664 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 215,893
Change-215,893 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 215,880
Change-215,880 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 214,792
Change-214,792 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 214,456
Change-214,456 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 213,553
Change-213,553 (-100%)
Value—
Redwood Grove Capital, LLC
N/A
Shares— from 213,507
Change-213,507 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 213,426
Change-213,426 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 213,080
Change-213,080 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 213,000
Change-213,000 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 211,833
Change-211,833 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 211,652
Change-211,652 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 211,001
Change-211,001 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 210,638
Change-210,638 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 209,326
Change-209,326 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 207,329
Change-207,329 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 204,534
Change-204,534 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 203,414
Change-203,414 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 203,369
Change-203,369 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 203,285
Change-203,285 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 202,543
Change-202,543 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 201,102
Change-201,102 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 196,288
Change-196,288 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 193,894
Change-193,894 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 192,024
Change-192,024 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 191,964
Change-191,964 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 189,618
Change-189,618 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 187,380
Change-187,380 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 186,607
Change-186,607 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 186,425
Change-186,425 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 185,068
Change-185,068 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 183,062
Change-183,062 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 182,474
Change-182,474 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 180,605
Change-180,605 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 178,955
Change-178,955 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 177,313
Change-177,313 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 175,731
Change-175,731 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 172,839
Change-172,839 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 172,062
Change-172,062 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 171,382
Change-171,382 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 170,210
Change-170,210 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 169,500
Change-169,500 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 168,999
Change-168,999 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 168,299
Change-168,299 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 168,084
Change-168,084 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 167,257
Change-167,257 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 166,509
Change-166,509 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 166,152
Change-166,152 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 165,577
Change-165,577 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 164,671
Change-164,671 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 163,591
Change-163,591 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 163,267
Change-163,267 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 162,148
Change-162,148 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 162,088
Change-162,088 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 161,868
Change-161,868 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 160,746
Change-160,746 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 160,712
Change-160,712 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 158,545
Change-158,545 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 155,965
Change-155,965 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 155,337
Change-155,337 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 152,612
Change-152,612 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 152,562
Change-152,562 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 150,153
Change-150,153 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 149,901
Change-149,901 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 149,602
Change-149,602 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 147,065
Change-147,065 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 146,785
Change-146,785 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 146,345
Change-146,345 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 145,612
Change-145,612 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 144,359
Change-144,359 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 143,817
Change-143,817 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 143,656
Change-143,656 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 142,704
Change-142,704 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 142,407
Change-142,407 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 142,032
Change-142,032 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 140,918
Change-140,918 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 140,633
Change-140,633 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 139,961
Change-139,961 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 139,558
Change-139,558 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 138,209
Change-138,209 (-100%)
Value—
First Washington Corp
N/A
Shares— from 138,143
Change-138,143 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 137,396
Change-137,396 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 136,182
Change-136,182 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 136,023
Change-136,023 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 134,200
Change-134,200 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 134,048
Change-134,048 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 133,236
Change-133,236 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 129,349
Change-129,349 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 128,256
Change-128,256 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 126,675
Change-126,675 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 126,344
Change-126,344 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 124,502
Change-124,502 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 123,685
Change-123,685 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 122,166
Change-122,166 (-100%)
Value—
Manatuck Hill Partners, LLC
N/A
Shares— from 121,198
Change-121,198 (-100%)
Value—
Bank OZK
N/A
Shares— from 120,468
Change-120,468 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 118,490
Change-118,490 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 118,118
Change-118,118 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 117,500
Change-117,500 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 117,344
Change-117,344 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 115,727
Change-115,727 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 115,643
Change-115,643 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 115,321
Change-115,321 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 114,250
Change-114,250 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 113,442
Change-113,442 (-100%)
Value—
PB Investment Partners, L.P.
N/A
Shares— from 112,745
Change-112,745 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 112,533
Change-112,533 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 111,439
Change-111,439 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 110,598
Change-110,598 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 109,098
Change-109,098 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 108,615
Change-108,615 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 108,548
Change-108,548 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 107,776
Change-107,776 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 107,743
Change-107,743 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 106,877
Change-106,877 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 106,782
Change-106,782 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 106,075
Change-106,075 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 105,695
Change-105,695 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 105,328
Change-105,328 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 104,201
Change-104,201 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 103,917
Change-103,917 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 103,797
Change-103,797 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 102,664
Change-102,664 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 101,803
Change-101,803 (-100%)
Value—
Stieven Capital Advisors, L.P.
N/A
Shares— from 101,537
Change-101,537 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 101,497
Change-101,497 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 101,111
Change-101,111 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 100,939
Change-100,939 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 100,564
Change-100,564 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 100,425
Change-100,425 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 99,436
Change-99,436 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 98,588
Change-98,588 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 98,505
Change-98,505 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 98,088
Change-98,088 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 97,869
Change-97,869 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 97,182
Change-97,182 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 97,013
Change-97,013 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 96,655
Change-96,655 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 96,462
Change-96,462 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 96,159
Change-96,159 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 95,913
Change-95,913 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 95,217
Change-95,217 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 94,362
Change-94,362 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 94,166
Change-94,166 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 93,553
Change-93,553 (-100%)
Value—
Prospect Hill Management, LLC
N/A
Shares— from 92,500
Change-92,500 (-100%)
Value—
S&CO Inc
N/A
Shares— from 92,484
Change-92,484 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 92,100
Change-92,100 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 91,484
Change-91,484 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 91,388
Change-91,388 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 90,401
Change-90,401 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 89,894
Change-89,894 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 88,845
Change-88,845 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 88,641
Change-88,641 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 88,558
Change-88,558 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 88,429
Change-88,429 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 88,312
Change-88,312 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 86,754
Change-86,754 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 86,294
Change-86,294 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 86,062
Change-86,062 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 85,572
Change-85,572 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 85,191
Change-85,191 (-100%)
Value—
LRT Capital Management, LLC
N/A
Shares— from 84,825
Change-84,825 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 83,940
Change-83,940 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 83,540
Change-83,540 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 83,283
Change-83,283 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 82,613
Change-82,613 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 81,688
Change-81,688 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 81,580
Change-81,580 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 81,020
Change-81,020 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 80,375
Change-80,375 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 79,580
Change-79,580 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 79,134
Change-79,134 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 79,080
Change-79,080 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 78,359
Change-78,359 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 77,971
Change-77,971 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 77,951
Change-77,951 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 77,680
Change-77,680 (-100%)
Value—
CTC LLC
N/A
Shares— from 77,572
Change-77,572 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 76,925
Change-76,925 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 76,896
Change-76,896 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 76,568
Change-76,568 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 76,322
Change-76,322 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 76,179
Change-76,179 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 75,794
Change-75,794 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 75,735
Change-75,735 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 75,694
Change-75,694 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 75,415
Change-75,415 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 75,261
Change-75,261 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 74,674
Change-74,674 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 73,942
Change-73,942 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 73,155
Change-73,155 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 73,125
Change-73,125 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 72,847
Change-72,847 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 71,769
Change-71,769 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 71,334
Change-71,334 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 70,981
Change-70,981 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 70,552
Change-70,552 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 70,072
Change-70,072 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 69,860
Change-69,860 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 69,803
Change-69,803 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 69,237
Change-69,237 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 69,063
Change-69,063 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 68,933
Change-68,933 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 68,221
Change-68,221 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 67,627
Change-67,627 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 67,508
Change-67,508 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 66,561
Change-66,561 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 65,774
Change-65,774 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 65,573
Change-65,573 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 65,495
Change-65,495 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 64,986
Change-64,986 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 64,468
Change-64,468 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 64,309
Change-64,309 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 64,237
Change-64,237 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 63,811
Change-63,811 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 63,553
Change-63,553 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 62,489
Change-62,489 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 62,172
Change-62,172 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 61,865
Change-61,865 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 61,659
Change-61,659 (-100%)
Value—
Ossiam
N/A
Shares— from 61,034
Change-61,034 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 60,492
Change-60,492 (-100%)
Value—
Bayview Asset Management, LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 59,725
Change-59,725 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 58,830
Change-58,830 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 58,776
Change-58,776 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 58,435
Change-58,435 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 57,910
Change-57,910 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 57,610
Change-57,610 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 57,609
Change-57,609 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 57,541
Change-57,541 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 56,504
Change-56,504 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 56,488
Change-56,488 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 56,219
Change-56,219 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 55,937
Change-55,937 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 55,581
Change-55,581 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 55,337
Change-55,337 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 55,174
Change-55,174 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 55,001
Change-55,001 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 54,865
Change-54,865 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 54,487
Change-54,487 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 53,843
Change-53,843 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 53,147
Change-53,147 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 53,064
Change-53,064 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 52,819
Change-52,819 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 52,675
Change-52,675 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 52,137
Change-52,137 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 52,086
Change-52,086 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 52,042
Change-52,042 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 51,979
Change-51,979 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 51,479
Change-51,479 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 51,200
Change-51,200 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 50,928
Change-50,928 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 50,736
Change-50,736 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 50,610
Change-50,610 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 50,587
Change-50,587 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 50,318
Change-50,318 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 50,199
Change-50,199 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 50,174
Change-50,174 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 50,107
Change-50,107 (-100%)
Value—
Chou Associates Management Inc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 49,747
Change-49,747 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 49,101
Change-49,101 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 49,030
Change-49,030 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 48,571
Change-48,571 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 48,304
Change-48,304 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 48,287
Change-48,287 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 47,813
Change-47,813 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 47,801
Change-47,801 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 47,758
Change-47,758 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 47,640
Change-47,640 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 47,224
Change-47,224 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 47,170
Change-47,170 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 46,844
Change-46,844 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 46,720
Change-46,720 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 46,570
Change-46,570 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 46,306
Change-46,306 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 46,299
Change-46,299 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 45,856
Change-45,856 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 45,590
Change-45,590 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 45,486
Change-45,486 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 45,201
Change-45,201 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 45,164
Change-45,164 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 45,119
Change-45,119 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 44,920
Change-44,920 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 44,562
Change-44,562 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 44,554
Change-44,554 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 44,493
Change-44,493 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 44,482
Change-44,482 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 44,303
Change-44,303 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 44,213
Change-44,213 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 44,143
Change-44,143 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 44,077
Change-44,077 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 43,870
Change-43,870 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 43,739
Change-43,739 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 43,599
Change-43,599 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 43,400
Change-43,400 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 43,260
Change-43,260 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 43,155
Change-43,155 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 43,088
Change-43,088 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 42,989
Change-42,989 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 42,963
Change-42,963 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 42,824
Change-42,824 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 42,606
Change-42,606 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 42,545
Change-42,545 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 42,486
Change-42,486 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 42,208
Change-42,208 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 42,113
Change-42,113 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 42,068
Change-42,068 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 42,016
Change-42,016 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 41,893
Change-41,893 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 41,891
Change-41,891 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 41,870
Change-41,870 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 41,153
Change-41,153 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 41,134
Change-41,134 (-100%)
Value—
Bamco Inc
N/A
Shares— from 40,994
Change-40,994 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 40,786
Change-40,786 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 40,680
Change-40,680 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 40,558
Change-40,558 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 40,416
Change-40,416 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 40,284
Change-40,284 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 40,195
Change-40,195 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 40,177
Change-40,177 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 39,925
Change-39,925 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 39,897
Change-39,897 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 39,808
Change-39,808 (-100%)
Value—
American Trust
N/A
Shares— from 39,612
Change-39,612 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 39,404
Change-39,404 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 39,202
Change-39,202 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 39,095
Change-39,095 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 39,095
Change-39,095 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 38,743
Change-38,743 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 38,630
Change-38,630 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 38,548
Change-38,548 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 38,527
Change-38,527 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 38,440
Change-38,440 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 38,138
Change-38,138 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 38,061
Change-38,061 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 37,953
Change-37,953 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 37,867
Change-37,867 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 37,840
Change-37,840 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 37,808
Change-37,808 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 37,491
Change-37,491 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 37,478
Change-37,478 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 37,359
Change-37,359 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 36,987
Change-36,987 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 36,831
Change-36,831 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 36,600
Change-36,600 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 36,542
Change-36,542 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 36,380
Change-36,380 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 36,347
Change-36,347 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 36,346
Change-36,346 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 36,333
Change-36,333 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 36,142
Change-36,142 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 35,857
Change-35,857 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 35,794
Change-35,794 (-100%)
Value—
Nwam LLC
N/A
Shares— from 35,676
Change-35,676 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 35,318
Change-35,318 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 34,888
Change-34,888 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 34,489
Change-34,489 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 34,362
Change-34,362 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 34,333
Change-34,333 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 34,325
Change-34,325 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 34,234
Change-34,234 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 34,219
Change-34,219 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 34,104
Change-34,104 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 33,850
Change-33,850 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 33,781
Change-33,781 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 33,744
Change-33,744 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 33,609
Change-33,609 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 33,102
Change-33,102 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 32,819
Change-32,819 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 32,498
Change-32,498 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 32,412
Change-32,412 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 31,761
Change-31,761 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 31,754
Change-31,754 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 31,700
Change-31,700 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 31,557
Change-31,557 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 31,246
Change-31,246 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 30,995
Change-30,995 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 30,943
Change-30,943 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 30,939
Change-30,939 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 30,918
Change-30,918 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 30,916
Change-30,916 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 30,870
Change-30,870 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 30,785
Change-30,785 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 30,638
Change-30,638 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 30,492
Change-30,492 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 30,490
Change-30,490 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 30,265
Change-30,265 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 30,217
Change-30,217 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 30,154
Change-30,154 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 29,827
Change-29,827 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 29,778
Change-29,778 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 29,587
Change-29,587 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 29,300
Change-29,300 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 28,870
Change-28,870 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 28,791
Change-28,791 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 28,781
Change-28,781 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 28,666
Change-28,666 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 28,517
Change-28,517 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 28,396
Change-28,396 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 28,390
Change-28,390 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 28,363
Change-28,363 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 28,257
Change-28,257 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 28,238
Change-28,238 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 28,054
Change-28,054 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 27,519
Change-27,519 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 27,470
Change-27,470 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 27,399
Change-27,399 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 27,385
Change-27,385 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 27,167
Change-27,167 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 27,157
Change-27,157 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 27,080
Change-27,080 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 26,999
Change-26,999 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 26,730
Change-26,730 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 26,707
Change-26,707 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 26,510
Change-26,510 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 26,426
Change-26,426 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 26,350
Change-26,350 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 26,302
Change-26,302 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 26,071
Change-26,071 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 26,056
Change-26,056 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 26,040
Change-26,040 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 25,962
Change-25,962 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 25,567
Change-25,567 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 25,464
Change-25,464 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 25,290
Change-25,290 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 25,282
Change-25,282 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 25,182
Change-25,182 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 25,151
Change-25,151 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 25,069
Change-25,069 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 25,061
Change-25,061 (-100%)
Value—
CSS LLC
N/A
Shares— from 25,010
Change-25,010 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 24,995
Change-24,995 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 24,811
Change-24,811 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 24,779
Change-24,779 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 24,730
Change-24,730 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 24,723
Change-24,723 (-100%)
Value—
Avenir Corp
N/A
Shares— from 24,690
Change-24,690 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 24,641
Change-24,641 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 24,385
Change-24,385 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 24,348
Change-24,348 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 24,338
Change-24,338 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 24,213
Change-24,213 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 24,200
Change-24,200 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 23,876
Change-23,876 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 23,833
Change-23,833 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 23,819
Change-23,819 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 23,701
Change-23,701 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 23,641
Change-23,641 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 23,519
Change-23,519 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 23,409
Change-23,409 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 23,067
Change-23,067 (-100%)
Value—
Bank of Marin
N/A
Shares— from 23,063
Change-23,063 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 22,903
Change-22,903 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 22,891
Change-22,891 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 22,799
Change-22,799 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 22,732
Change-22,732 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 22,433
Change-22,433 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 22,249
Change-22,249 (-100%)
Value—
Invst, LLC
N/A
Shares— from 22,234
Change-22,234 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 22,025
Change-22,025 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 21,749
Change-21,749 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 21,747
Change-21,747 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 21,630
Change-21,630 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 21,561
Change-21,561 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 21,450
Change-21,450 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 21,440
Change-21,440 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 21,137
Change-21,137 (-100%)
Value—
Optas, LLC
N/A
Shares— from 20,983
Change-20,983 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 20,888
Change-20,888 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 20,848
Change-20,848 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 20,842
Change-20,842 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 20,783
Change-20,783 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 20,745
Change-20,745 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 20,626
Change-20,626 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 20,609
Change-20,609 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 20,608
Change-20,608 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 20,575
Change-20,575 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 20,547
Change-20,547 (-100%)
Value—
Rogco, LP
N/A
Shares— from 20,546
Change-20,546 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 20,516
Change-20,516 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 20,503
Change-20,503 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 20,410
Change-20,410 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 20,405
Change-20,405 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 20,396
Change-20,396 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 20,364
Change-20,364 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 20,309
Change-20,309 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 20,300
Change-20,300 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 20,255
Change-20,255 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Potomac Capital Management, Inc.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 19,975
Change-19,975 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 19,773
Change-19,773 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 19,739
Change-19,739 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 19,685
Change-19,685 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 19,675
Change-19,675 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 19,559
Change-19,559 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 19,554
Change-19,554 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 19,218
Change-19,218 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 19,204
Change-19,204 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 19,007
Change-19,007 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 18,986
Change-18,986 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 18,821
Change-18,821 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 18,813
Change-18,813 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 18,797
Change-18,797 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 18,754
Change-18,754 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 18,721
Change-18,721 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 18,593
Change-18,593 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 18,591
Change-18,591 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 18,412
Change-18,412 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 18,400
Change-18,400 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 18,375
Change-18,375 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 18,350
Change-18,350 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 18,313
Change-18,313 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 18,307
Change-18,307 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 18,213
Change-18,213 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 18,206
Change-18,206 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 18,136
Change-18,136 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 18,096
Change-18,096 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 18,027
Change-18,027 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 18,007
Change-18,007 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 17,963
Change-17,963 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 17,924
Change-17,924 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 17,917
Change-17,917 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 17,863
Change-17,863 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 17,786
Change-17,786 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 17,741
Change-17,741 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 17,738
Change-17,738 (-100%)
Value—
Centennial Bank
N/A
Shares— from 17,598
Change-17,598 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,596
Change-17,596 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 17,588
Change-17,588 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 17,454
Change-17,454 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 17,334
Change-17,334 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 17,332
Change-17,332 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 17,307
Change-17,307 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 17,047
Change-17,047 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 16,915
Change-16,915 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 16,866
Change-16,866 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 16,810
Change-16,810 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 16,737
Change-16,737 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 16,717
Change-16,717 (-100%)
Value—
Summitry LLC
N/A
Shares— from 16,625
Change-16,625 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 16,615
Change-16,615 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 16,414
Change-16,414 (-100%)
Value—
FCA Corp
N/A
Shares— from 16,328
Change-16,328 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 16,280
Change-16,280 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 16,244
Change-16,244 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 16,166
Change-16,166 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 16,142
Change-16,142 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 16,005
Change-16,005 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 15,980
Change-15,980 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 15,885
Change-15,885 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 15,872
Change-15,872 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 15,775
Change-15,775 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 15,764
Change-15,764 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 15,754
Change-15,754 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 15,735
Change-15,735 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 15,648
Change-15,648 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 15,638
Change-15,638 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 15,636
Change-15,636 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 15,502
Change-15,502 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 15,501
Change-15,501 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 15,364
Change-15,364 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 15,339
Change-15,339 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 15,298
Change-15,298 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 15,274
Change-15,274 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 15,207
Change-15,207 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 15,196
Change-15,196 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 15,169
Change-15,169 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 15,135
Change-15,135 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 14,948
Change-14,948 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 14,881
Change-14,881 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 14,673
Change-14,673 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 14,647
Change-14,647 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 14,581
Change-14,581 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 14,532
Change-14,532 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 14,532
Change-14,532 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 14,522
Change-14,522 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 14,470
Change-14,470 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 14,461
Change-14,461 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 14,410
Change-14,410 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 14,406
Change-14,406 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 14,397
Change-14,397 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 14,343
Change-14,343 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 14,340
Change-14,340 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 14,275
Change-14,275 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 14,174
Change-14,174 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 14,130
Change-14,130 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 14,121
Change-14,121 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 14,080
Change-14,080 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 14,035
Change-14,035 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 14,008
Change-14,008 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 13,963
Change-13,963 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 13,954
Change-13,954 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 13,932
Change-13,932 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 13,893
Change-13,893 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 13,818
Change-13,818 (-100%)
Value—
EWA, LLC
N/A
Shares— from 13,792
Change-13,792 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 13,777
Change-13,777 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 13,701
Change-13,701 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 13,636
Change-13,636 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 13,628
Change-13,628 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 13,609
Change-13,609 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 13,569
Change-13,569 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 13,516
Change-13,516 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 13,443
Change-13,443 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 13,442
Change-13,442 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 13,418
Change-13,418 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 13,408
Change-13,408 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 13,361
Change-13,361 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 13,330
Change-13,330 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 13,326
Change-13,326 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 13,317
Change-13,317 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 13,268
Change-13,268 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 13,177
Change-13,177 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 13,170
Change-13,170 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 13,065
Change-13,065 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 13,027
Change-13,027 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 12,989
Change-12,989 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 12,916
Change-12,916 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 12,852
Change-12,852 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 12,817
Change-12,817 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 12,648
Change-12,648 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 12,621
Change-12,621 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 12,620
Change-12,620 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 12,536
Change-12,536 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 12,531
Change-12,531 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 12,524
Change-12,524 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 12,423
Change-12,423 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 12,404
Change-12,404 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 12,374
Change-12,374 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 12,356
Change-12,356 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,323
Change-12,323 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 12,258
Change-12,258 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 12,242
Change-12,242 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 12,167
Change-12,167 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 12,115
Change-12,115 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 12,101
Change-12,101 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 12,033
Change-12,033 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 11,981
Change-11,981 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 11,929
Change-11,929 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 11,875
Change-11,875 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 11,869
Change-11,869 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 11,869
Change-11,869 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 11,846
Change-11,846 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 11,685
Change-11,685 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 11,672
Change-11,672 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 11,658
Change-11,658 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 11,619
Change-11,619 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 11,562
Change-11,562 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 11,455
Change-11,455 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 11,433
Change-11,433 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 11,309
Change-11,309 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 11,308
Change-11,308 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 11,218
Change-11,218 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 11,135
Change-11,135 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 11,134
Change-11,134 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 11,123
Change-11,123 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 11,108
Change-11,108 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 11,075
Change-11,075 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,998
Change-10,998 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 10,991
Change-10,991 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 10,966
Change-10,966 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 10,958
Change-10,958 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 10,918
Change-10,918 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 10,916
Change-10,916 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 10,897
Change-10,897 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 10,801
Change-10,801 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 10,796
Change-10,796 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 10,767
Change-10,767 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 10,680
Change-10,680 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 10,654
Change-10,654 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 10,603
Change-10,603 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 10,590
Change-10,590 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 10,564
Change-10,564 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 10,537
Change-10,537 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 10,473
Change-10,473 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 10,472
Change-10,472 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 10,452
Change-10,452 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 10,436
Change-10,436 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 10,378
Change-10,378 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 10,343
Change-10,343 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 10,309
Change-10,309 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 10,246
Change-10,246 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 10,235
Change-10,235 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 10,152
Change-10,152 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 10,128
Change-10,128 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 10,111
Change-10,111 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 10,081
Change-10,081 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 9,969
Change-9,969 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 9,964
Change-9,964 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 9,861
Change-9,861 (-100%)
Value—
BNP Paribas
N/A
Shares— from 9,852
Change-9,852 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 9,814
Change-9,814 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 9,797
Change-9,797 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 9,789
Change-9,789 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 9,783
Change-9,783 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 9,773
Change-9,773 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 9,746
Change-9,746 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 9,743
Change-9,743 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 9,656
Change-9,656 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 9,654
Change-9,654 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 9,648
Change-9,648 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 9,581
Change-9,581 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 9,513
Change-9,513 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 9,472
Change-9,472 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 9,459
Change-9,459 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 9,339
Change-9,339 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 9,325
Change-9,325 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 9,250
Change-9,250 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 9,237
Change-9,237 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 9,219
Change-9,219 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 9,129
Change-9,129 (-100%)
Value—
AXA S.A.
N/A
Shares— from 9,076
Change-9,076 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 9,049
Change-9,049 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 8,956
Change-8,956 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 8,932
Change-8,932 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 8,895
Change-8,895 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 8,841
Change-8,841 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 8,807
Change-8,807 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 8,655
Change-8,655 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 8,605
Change-8,605 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 8,585
Change-8,585 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 8,579
Change-8,579 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 8,549
Change-8,549 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 8,524
Change-8,524 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 8,512
Change-8,512 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,493
Change-8,493 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 8,480
Change-8,480 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 8,475
Change-8,475 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 8,422
Change-8,422 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 8,362
Change-8,362 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 8,362
Change-8,362 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 8,356
Change-8,356 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 8,331
Change-8,331 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 8,324
Change-8,324 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 8,201
Change-8,201 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 8,171
Change-8,171 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 8,131
Change-8,131 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 8,104
Change-8,104 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 8,096
Change-8,096 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 8,062
Change-8,062 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 8,058
Change-8,058 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 8,033
Change-8,033 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 8,033
Change-8,033 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 8,017
Change-8,017 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 7,892
Change-7,892 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 7,799
Change-7,799 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 7,770
Change-7,770 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 7,767
Change-7,767 (-100%)
Value—
United Bank
N/A
Shares— from 7,715
Change-7,715 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 7,641
Change-7,641 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 7,513
Change-7,513 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 7,507
Change-7,507 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 7,498
Change-7,498 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 7,452
Change-7,452 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 7,438
Change-7,438 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 7,421
Change-7,421 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 7,371
Change-7,371 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 7,286
Change-7,286 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 7,171
Change-7,171 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 7,166
Change-7,166 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 7,156
Change-7,156 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 7,135
Change-7,135 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 7,085
Change-7,085 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 7,066
Change-7,066 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 7,044
Change-7,044 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 7,013
Change-7,013 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 6,978
Change-6,978 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 6,955
Change-6,955 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 6,920
Change-6,920 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 6,905
Change-6,905 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 6,901
Change-6,901 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 6,829
Change-6,829 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 6,792
Change-6,792 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 6,763
Change-6,763 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 6,732
Change-6,732 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 6,715
Change-6,715 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 6,676
Change-6,676 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 6,629
Change-6,629 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 6,584
Change-6,584 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 6,578
Change-6,578 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 6,577
Change-6,577 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 6,570
Change-6,570 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 6,509
Change-6,509 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 6,504
Change-6,504 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 6,466
Change-6,466 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 6,433
Change-6,433 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 6,338
Change-6,338 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 6,324
Change-6,324 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,270
Change-6,270 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 6,259
Change-6,259 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
NCP Inc.
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 6,245
Change-6,245 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 6,234
Change-6,234 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 6,192
Change-6,192 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 6,169
Change-6,169 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 6,097
Change-6,097 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 6,015
Change-6,015 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 5,993
Change-5,993 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 5,976
Change-5,976 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 5,921
Change-5,921 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 5,915
Change-5,915 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Motco
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 5,871
Change-5,871 (-100%)
Value—
Members Trust Co
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Toews Corp
N/A
Shares— from 5,805
Change-5,805 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 5,736
Change-5,736 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 5,685
Change-5,685 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 5,661
Change-5,661 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 5,627
Change-5,627 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 5,578
Change-5,578 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 5,574
Change-5,574 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 5,502
Change-5,502 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,501
Change-5,501 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 5,489
Change-5,489 (-100%)
Value—
Massachusetts Institute of Technology
N/A
Shares— from 5,486
Change-5,486 (-100%)
Value—
Calydon Capital
N/A
Shares— from 5,433
Change-5,433 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,397
Change-5,397 (-100%)
Value—
Latash Investments, LLC
N/A
Shares— from 5,394
Change-5,394 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 5,201
Change-5,201 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 5,163
Change-5,163 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 5,149
Change-5,149 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 5,061
Change-5,061 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,045
Change-5,045 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 5,023
Change-5,023 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 4,935
Change-4,935 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,899
Change-4,899 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 4,852
Change-4,852 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 4,851
Change-4,851 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 4,837
Change-4,837 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 4,832
Change-4,832 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 4,832
Change-4,832 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 4,660
Change-4,660 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4,614
Change-4,614 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 4,589
Change-4,589 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 4,451
Change-4,451 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 4,410
Change-4,410 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 4,366
Change-4,366 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 4,349
Change-4,349 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 4,287
Change-4,287 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,164
Change-4,164 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 4,046
Change-4,046 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 4,019
Change-4,019 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 3,661
Change-3,661 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 3,549
Change-3,549 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
S&T Bank
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 2,292
Change-2,292 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 879
Change-879 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 737
Change-737 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 733
Change-733 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 705
Change-705 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 698
Change-698 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 577
Change-577 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 540
Change-540 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 538
Change-538 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 447
Change-447 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 335
Change-335 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Quarry LP
N/A
Shares— from 210
Change-210 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 69
Change-69 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 56
Change-56 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 53
Change-53 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 50
Change-50 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED157,936,815157,607,251+329,564+0%$8.9B$8.6B-$381.3M2026-11-06
Fisher Asset Management, LLC
INCREASED60,605,65759,215,368+1,390,289+2%$3.4B$3.3B-$75.3M2026-11-06
Sanders Capital, LLC
DECREASED46,250,14946,345,469-95,3200%$2.6B$2.5B-$123.4M2026-11-02
Deutsche Bank Ag\
INCREASED44,228,19141,403,518+2,824,673+7%$2.4B$2.4B+$48.2M2026-11-06
Bank of New York Mellon Corp
INCREASED40,965,63840,609,919+355,719+1%$2.3B$2.2B-$84.2M2026-11-05
Amundi
INCREASED40,761,35036,615,958+4,145,392+11%$2.1B$2.2B+$132.3M2026-11-06
Dimensional Fund Advisors LP
INCREASED31,918,81931,531,185+387,634+1%$1.8B$1.7B-$59.3M2026-11-04
Barclays PLC
DECREASED21,591,60534,596,298-13,004,693-38%$2.0B$1.2B-$796.1M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED17,090,41316,493,635+596,778+4%$939.8M$930.2M-$9.6M2026-11-05
Citigroup Inc
DECREASED16,062,16317,414,489-1,352,326-8%$992.3M$874.3M-$118.0M2026-11-04
American Assets Investment Management, LLC
UNCHANGED15,224,32515,224,32500%$80.5M$77.4M-$3.1M2026-10-30
Principal Financial Group Inc
INCREASED14,572,72614,362,582+210,144+1%$818.4M$793.2M-$25.2M2026-11-02
Swedbank AB
INCREASED13,708,29813,284,542+423,756+3%$757.0M$746.1M-$10.8M2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED13,314,41815,011,451-1,697,033-11%$855.4M$724.7M-$130.6M2026-10-29
Parnassus Investments, LLC
DECREASED12,302,80413,603,761-1,300,957-10%$775.1M$669.6M-$105.5M2026-10-22
Russell Investments Group, Ltd.
INCREASED11,182,2298,940,737+2,241,492+25%$510.5M$609.8M+$99.3M2026-11-06
AMF Tjanstepension AB
UNCHANGED9,562,6199,562,61900%$544.9M$520.5M-$24.4M2026-10-22
LPL Financial LLC
INCREASED9,394,1618,977,596+416,565+5%$511.5M$511.3M-$219.2K2026-11-06
DekaBank Deutsche Girozentrale
INCREASED9,353,6606,319,991+3,033,669+48%$300.8K$514.0M+$513.7M2026-10-27
Robeco Institutional Asset Management B.V.
INCREASED8,443,8137,197,179+1,246,634+17%$410.1M$459.6M+$49.5M2026-10-20
PNC Financial Services Group, Inc.
DECREASED8,432,3298,639,800-207,471-2%$492.3M$459.0M-$33.3M2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED7,140,3677,435,391-295,024-4%$426.2M$390.3M-$35.9M2026-11-06
KBC Group NV
INCREASED7,062,7856,974,246+88,539+1%$397.4M$384.4M-$13.0M2026-10-22
US Bancorp \de\
DECREASED6,985,5947,071,872-86,278-1%$403.0M$380.2M-$22.7M2026-11-05
King Luther Capital Management Corp
DECREASED6,863,8617,131,846-267,985-4%$406.4M$373.6M-$32.8M2026-11-05
Fifth Third Bancorp
DECREASED6,660,7856,661,072-2870%$379.5M$362.5M-$17.0M2026-11-05
LSV Asset Management
DECREASED6,628,0386,784,283-156,245-2%$386.6M$360.8M-$25.8M2026-11-06
Aberdeen Group plc
DECREASED5,974,2236,360,525-386,302-6%$362.4M$325.2M-$37.2M2026-11-06
Thrivent Financial for Lutherans
DECREASED5,227,9615,959,547-731,586-12%$339.6M$284.5M-$55.0M2026-11-05
Fort Washington Investment Advisors Inc
DECREASED5,217,7145,748,174-530,460-9%$327.5M$284.0M-$43.5M2026-10-15
Pzena Investment Management LLC
DECREASED5,057,7106,310,363-1,252,653-20%$359.6M$275.3M-$84.3M2026-10-30
New York State Teachers Retirement System
DECREASED4,883,4395,120,013-236,574-5%$291.7M$265.8M-$25.9M2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
INCREASED4,558,5524,327,936+230,616+5%$247.0M$248.1M+$1.1M2026-10-29
UniSuper Management Pty Ltd
DECREASED4,313,8004,437,228-123,428-3%$252.8M$234.8M-$18.0M2026-10-26
MacKenzie Financial Corp
INCREASED4,290,4204,134,939+155,481+4%$235.6M$233.5M-$2.1M2026-11-02
PFA Pension, Forsikringsaktieselskab
INCREASED4,198,9753,870,171+328,804+9%$220.5M$228.6M+$8.0M2026-11-06
Creative Planning
INCREASED4,031,9393,866,843+165,096+4%$220.3M$219.5M-$874.3K2026-11-02
Pictet Asset Management Holding SA
DECREASED3,725,3743,776,924-51,550-1%$215.2M$202.8M-$12.4M2026-11-03
Keybank National Association
DECREASED3,706,3633,751,319-44,956-1%$213.8M$201.7M-$12.0M2026-11-04
SEB Asset Management AB
INCREASED3,498,7062,480,253+1,018,453+41%$141.3M$190.4M+$49.1M2026-11-04
Great Lakes Advisors, LLC
DECREASED3,490,8603,579,440-88,580-2%$204.0M$190.0M-$13.9M2026-11-06
Cardano Risk Management B.V.
INCREASED3,322,1162,627,191+694,925+26%$149.7M$180.8M+$31.1M2026-10-20
Retirement Systems of Alabama
DECREASED3,237,9603,245,743-7,7830%$184.9M$176.2M-$8.7M2026-11-04
ABN Amro Investment Solutions
DECREASED3,219,3253,447,416-228,091-7%$196.4M$175.2M-$21.2M2026-10-21
Asset Management One Co., Ltd.
INCREASED3,209,6443,204,174+5,470+0%$182.6M$174.7M-$7.9M2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED2,959,0262,892,296+66,730+2%$131.1M$120.1M-$11.0M2026-10-13
MFF Capital Investments Ltd
DECREASED2,829,5472,841,547-12,0000%$161.9M$154.0M-$7.9M2026-11-05
Truist Financial Corp
DECREASED2,785,7512,792,713-6,9620%$159.1M$151.6M-$7.5M2026-10-30
Alecta Tjanstepension Omsesidigt
DECREASED2,767,4004,003,200-1,235,800-31%$228.0M$150.6M-$77.4M2026-11-02
Everett Harris & Co
DECREASED2,747,9932,753,848-5,8550%$156.9M$149.6M-$7.3M2026-10-28
Strs Ohio
DECREASED2,517,7072,661,266-143,559-5%$151.6M$137.0M-$14.6M2026-10-30
Commonwealth Equity Services, LLC
DECREASED2,426,0232,562,718-136,695-5%$146.0M$132.0M-$14.0M2026-11-02
OFI Invest Asset Management
DECREASED2,406,6732,578,760-172,087-7%$128.8M$115.5M-$13.3M2026-11-06
Calamos Advisors LLC
INCREASED2,242,4492,207,262+35,187+2%$125.8M$122.1M-$3.7M2026-11-02
Smead Capital Management, Inc.
DECREASED2,167,6152,606,833-439,218-17%$148.5M$118.0M-$30.6M2026-10-16
State of New Jersey Common Pension Fund D
DECREASED2,101,0042,197,574-96,570-4%$125.2M$114.4M-$10.9M2026-11-05
Nisa Investment Advisors, LLC
INCREASED2,085,8012,019,884+65,917+3%$115.1M$113.5M-$1.6M2026-10-20
Mirova US LLC
NEW2,032,795—+2,032,795——$110.6M—2026-11-05
Mn Services Vermogensbeheer B.V.
INCREASED2,005,0101,977,910+27,100+1%$112.7M$109.1M-$3.6M2026-10-08
Daily Journal Corp
UNCHANGED2,000,0002,000,00000%$114.0M$108.9M-$5.1M2026-11-02
CIBC Asset Management Inc
DECREASED1,892,2741,898,216-5,9420%$108.1M$103.0M-$5.2M2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED1,878,9381,932,549-53,611-3%$112.8M$101.0M-$11.8M2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED1,877,7401,488,510+389,230+26%$84.8M$102.2M+$17.4M2026-11-03
Czech National Bank
INCREASED1,868,5421,858,365+10,177+1%$105.9M$101.7M-$4.2M2026-10-13
Arizona State Retirement System
DECREASED1,847,6721,883,657-35,985-2%$107.3M$100.6M-$6.8M2026-11-03
Choreo, LLC
DECREASED1,824,2561,849,644-25,388-1%$105.4M$99.3M-$6.1M2026-10-28
Compagnie Lombard Odier SCmA
INCREASED1,821,3441,660,089+161,255+10%$94.6M$99.1M+$4.5M2026-11-04
State of Michigan Retirement System
DECREASED1,761,0121,798,812-37,800-2%$102.5M$95.9M-$6.6M2026-10-27
Quilter Plc
DECREASED1,741,4061,744,706-3,3000%$99.4M$94.8M-$4.6M2026-10-21
Sound Shore Management Inc
DECREASED1,663,7512,038,298-374,547-18%$116.1M$90.6M-$25.6M2026-11-06
Swiss Life Asset Management Ltd
INCREASED1,616,3541,057,651+558,703+53%$60.3M$88.0M+$27.7M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,598,1781,730,530-132,352-8%$98.6M$87.0M-$11.6M2026-10-15
Eastern Bank
INCREASED1,551,3001,523,363+27,937+2%$86.8M$84.4M-$2.4M2026-10-05
Nykredit A/S
INCREASED1,539,2671,482,139+57,128+4%$84.5M$83.8M-$670.0K2026-11-06
IFM Investors Pty Ltd
INCREASED1,538,4031,537,465+938+0%$87.6M$83.7M-$3.9M2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED1,488,1211,517,136-29,015-2%$86.4M$81.0M-$5.4M2026-10-19
Vest Financial, LLC
INCREASED1,454,9301,339,065+115,865+9%$76.3M$79.2M+$2.9M2026-10-21
Citizens Financial Group Inc
INCREASED1,454,4151,443,485+10,930+1%$82.2M$79.2M-$3.1M2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED1,436,7911,442,049-5,2580%$82.2M$78.2M-$4.0M2026-11-03
Gateway Investment Advisers LLC
DECREASED1,435,1431,465,013-29,870-2%$83.5M$78.1M-$5.4M2026-10-13
Spectrum Financial Alliance Ltd LLC
INCREASED1,404,2031,300,644+103,559+8%$74.1M$76.4M+$2.3M2026-10-29
Daiwa Securities Group Inc.
INCREASED1,393,5191,351,579+41,940+3%$77.0M$75.8M-$1.2M2026-10-29
Xponance LLC
INCREASED1,388,5481,340,036+48,512+4%$76.4M$75.6M-$776.6K2026-11-03
AGF Management LTD
INCREASED1,386,8181,193,201+193,617+16%$68.0M$75.5M+$7.5M2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED1,385,3211,465,447-80,126-5%$83.5M$75.4M-$8.1M2026-10-20
ProShare Advisors LLC
DECREASED1,366,8481,380,319-13,471-1%$78.7M$74.4M-$4.3M2026-10-29
Mondrian Investment Partners LTD
DECREASED1,296,1532,414,918-1,118,765-46%$137.6M$70.5M-$67.1M2026-10-23
Salzhauer Michael
DECREASED1,246,9181,495,610-248,692-17%$85.2M$67.9M-$17.4M2026-10-28
Neos Investment Management LLC
INCREASED1,220,4501,077,175+143,275+13%$61.4M$66.4M+$5.1M2026-11-04
Border to Coast Pensions Partnership Ltd
INCREASED1,212,2381,100,242+111,996+10%$62.6M$65.9M+$3.2M2026-10-09
Rakuten Investment Management, Inc.
NEW1,166,504—+1,166,504——$64.1M—2026-10-30
Cooke & Bieler LP
DECREASED1,148,2621,839,377-691,115-38%$104.8M$62.5M-$42.3M2026-10-21
Salem Investment Counselors Inc
INCREASED1,135,9141,122,942+12,972+1%$64.0M$61.8M-$2.2M2026-10-13
Bahl & Gaynor LLC
DECREASED1,132,8861,179,667-46,781-4%$67.2M$61.7M-$5.6M2026-11-05
TD Waterhouse Canada Inc.
DECREASED1,109,5011,116,080-6,579-1%$65.2M$59.6M-$5.5M2026-10-16
Sapient Capital LLC
DECREASED1,108,0941,114,172-6,078-1%$63.5M$60.3M-$3.2M2026-10-08
Amalgamated Bank
DECREASED1,101,9911,141,841-39,850-3%$65.1M$60.0M-$5.1M2026-10-23
Waters Parkerson & Co., LLC
DECREASED1,090,5321,107,200-16,668-2%$63.1M$59.4M-$3.7M2026-11-04
Crossmark Global Holdings, Inc.
DECREASED1,077,1851,114,193-37,008-3%$63.5M$58.6M-$4.9M2026-10-21
Tctc Holdings, LLC
DECREASED1,075,8371,076,832-9950%$61.4M$58.6M-$2.8M2026-11-02
iA Global Asset Management Inc.
INCREASED1,052,913917,870+135,043+15%$52.3M$57.3M+$5.0M2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
INCREASED1,034,109862,889+171,220+20%$49.2M$56.3M+$7.1M2026-10-22
Miller Howard Investments Inc
DECREASED1,027,7471,038,466-10,719-1%$59.2M$55.9M-$3.2M2026-10-26
Natixis
INCREASED1,023,459852,424+171,035+20%$48.6M$55.7M+$7.1M2026-11-06
Cullen T Bankers, Inc.
DECREASED999,0641,005,065-6,001-1%$57.3M$54.4M-$2.9M2026-10-28
Achmea Investment Management B.V.
NEW990,441—+990,441——$54.0M—2026-10-30
Concurrent Investment Advisors, LLC
INCREASED985,333892,594+92,739+10%$50.9M$53.6M+$2.8M2026-10-16
New York Life Investment Management LLC
DECREASED965,365971,595-6,230-1%$55.4M$52.5M-$2.8M2026-11-04
Regions Financial Corp
DECREASED964,435975,308-10,873-1%$55.6M$52.5M-$3.1M2026-11-05
Letko, Brosseau & Associates Inc
DECREASED955,246967,290-12,044-1%$55.1M$52.0M-$3.1M2026-11-06
Virginia Retirement Systems ET Al
INCREASED951,469880,569+70,900+8%$50.2M$51.8M+$1.6M2026-10-28
Candriam S.C.A.
INCREASED947,750831,700+116,050+14%$47.3M$51.8M+$4.4M2026-11-03
Raiffeisen Bank International AG
DECREASED945,1911,073,555-128,364-12%$62.1M$51.9M-$10.2M2026-10-28
Welch & Forbes LLC
DECREASED932,604957,307-24,703-3%$54.5M$50.8M-$3.8M2026-11-04
Todd Asset Management LLC
INCREASED927,577923,380+4,197+0%$52.6M$50.5M-$2.1M2026-10-27
Aegon Asset Management UK PLC
INCREASED888,715367,862+520,853+142%$21.0M$48.4M+$27.4M2026-11-04
Douglas Lane & Associates, LLC
DECREASED870,1101,202,334-332,224-28%$68.5M$47.4M-$21.1M2026-10-09
Pinnacle Associates LTD
DECREASED862,311877,301-14,990-2%$50.0M$46.9M-$3.1M2026-10-20
Hosking Partners LLP
DECREASED855,871918,075-62,204-7%$52.3M$46.6M-$5.7M2026-10-21
Adams Diversified Equity Fund, Inc.
DECREASED845,868932,768-86,900-9%$53.1M$46.0M-$7.1M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED820,416898,090-77,674-9%$51.2M$44.7M-$6.5M2026-11-02
Crestwood Advisors Group, LLC
DECREASED813,005817,324-4,319-1%$46.6M$44.3M-$2.3M2026-10-27
ASR Vermogensbeheer N.V.
DECREASED809,585825,327-15,742-2%$47.0M$44.1M-$3.0M2026-10-16
Mesirow Financial Investment Management, Inc.
DECREASED804,933813,986-9,053-1%$46.4M$43.8M-$2.6M2026-11-05
Oregon Public Employees Retirement Fund
DECREASED799,536802,836-3,3000%$45.7M$43.5M-$2.2M2026-10-30
Kimelman & Baird, LLC
DECREASED782,714785,757-3,0430%$44.8M$42.6M-$2.2M2026-11-03
OP Asset Management Ltd
INCREASED767,478757,887+9,591+1%$43.2M$41.8M-$1.4M2026-11-05
Nippon Life Global Investors Americas, Inc.
INCREASED763,580608,630+154,950+25%$34.7M$41.6M+$6.9M2026-10-29
B. Metzler seel. Sohn & Co. AG
DECREASED756,817757,641-8240%$43.2M$41.2M-$2.0M2026-10-30
Aware Super Pty Ltd as trustee of Aware Super
INCREASED737,336563,543+173,793+31%$32.1M$40.1M+$8.0M2026-10-30
Yousif Capital Management, LLC
DECREASED735,903738,216-2,3130%$42.1M$40.1M-$2.0M2026-10-22
Annex Advisory Services, LLC
DECREASED725,751736,421-10,670-1%$42.0M$39.5M-$2.5M2026-10-16
NorthCrest Asset Manangement, LLC
INCREASED718,364701,051+17,313+2%$41.5M$38.5M-$3.0M2026-10-13
Assetmark, Inc
DECREASED716,357728,298-11,941-2%$41.5M$39.0M-$2.5M2026-10-21
Kestra Advisory Services, LLC
INCREASED710,472544,630+165,842+30%$31.0M$38.7M+$7.6M2026-11-02
UMB Bank, n.a.
DECREASED693,647713,545-19,898-3%$40.7M$37.8M-$2.9M2026-11-06
Badgley Phelps Wealth Managers, LLC
INCREASED691,876690,617+1,259+0%$39.4M$37.7M-$1.7M2026-10-22
Banque Pictet & CIE SA
DECREASED688,550704,417-15,867-2%$40.1M$37.5M-$2.7M2026-10-16
State of Alaska, Department of Revenue
DECREASED673,367697,055-23,688-3%$39.7M$36.7M-$3.1M2026-10-15
Gradient Investments LLC
DECREASED670,978707,836-36,858-5%$40.3M$36.5M-$3.8M2026-10-08
Mutual of America Capital Management LLC
DECREASED665,265673,851-8,586-1%$38.4M$36.2M-$2.2M2026-10-23
Covea Finance
DECREASED664,240969,925-305,685-32%$55.3M$36.2M-$19.1M2026-10-21
Heritage Investors Management Corp
DECREASED653,723693,736-40,013-6%$39.5M$35.6M-$3.9M2026-10-29
Lido Advisors, LLC
INCREASED647,855566,034+81,821+14%$32.3M$35.3M+$3.0M2026-11-04
Oppenheimer Asset Management Inc.
DECREASED641,173671,990-30,817-5%$38.3M$34.9M-$3.4M2026-10-27
Carnegie Investment Counsel
INCREASED610,442599,944+10,498+2%$32.6M$31.7M-$904.0K2026-10-20
HB Wealth Management, LLC
INCREASED609,527536,760+72,767+14%$30.6M$33.2M+$2.6M2026-10-23
Illinois Municipal Retirement Fund
INCREASED606,908596,189+10,719+2%$34.0M$33.0M-$936.8K2026-11-05
71 West Capital Partners
DECREASED605,052605,779-7270%$34.5M$32.9M-$1.6M2026-11-04
Avanza Fonder AB
INCREASED595,531553,987+41,544+8%$31.6M$32.4M+$848.6K2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED592,526126,924+465,602+367%$7.2M$32.3M+$25.0M2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED588,403619,974-31,571-5%$35.3M$32.0M-$3.3M2026-10-05
Savant Capital, LLC
INCREASED571,024297,268+273,756+92%$17.2M$31.1M+$13.9M2026-11-06
Ethic Inc.
INCREASED561,128520,913+40,215+8%$29.7M$30.5M+$860.6K2026-11-03
Cornerstone Advisors, LLC
UNCHANGED554,996554,99600%$31.6M$30.2M-$1.4M2026-11-06
Oppenheimer & Co Inc
INCREASED550,141493,128+57,013+12%$28.1M$29.9M+$1.8M2026-10-26
Factory Mutual Insurance Co
DECREASED531,430532,930-1,5000%$30.4M$28.9M-$1.4M2026-10-30
Braun Stacey Associates Inc
DECREASED527,161535,881-8,720-2%$30.5M$28.7M-$1.8M2026-10-19
Allworth Financial LP
INCREASED526,382400,102+126,280+32%$22.8M$30.0M+$7.2M2026-11-06
Assenagon Asset Management S.A.
INCREASED522,466209,392+313,074+150%$11.9M$28.4M+$16.5M2026-10-15
Capricorn Fund Managers Ltd
INCREASED512,500457,455+55,045+12%$26.1M$27.9M+$1.8M2026-11-03
Certuity, LLC
INCREASED508,224505,847+2,377+0%$28.8M$27.7M-$1.2M2026-11-02
CapWealth Advisors, LLC
DECREASED505,830522,695-16,865-3%$29.8M$27.5M-$2.3M2026-10-05
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED502,654481,802+20,852+4%$27.5M$27.4M-$93.6K2026-11-06
Gulf International Bank (UK) Ltd
DECREASED499,982520,982-21,000-4%$29.7M$27.2M-$2.5M2026-10-20
Generali Asset Management SPA SGR
INCREASED498,740445,856+52,884+12%$25.4M$27.1M+$1.7M2026-10-26
LBP AM SA
INCREASED498,103244,714+253,389+104%$13.9M$27.1M+$13.2M2026-11-06
Imc-Chicago, LLC
INCREASED497,363167,250+330,113+197%$9.5M$27.1M+$17.5M2026-11-05
Vontobel Holding Ltd.
INCREASED485,438268,103+217,335+81%$15.3M$26.4M+$11.1M2026-10-16
D.A. Davidson & Co.
INCREASED485,051470,892+14,159+3%$26.8M$26.4M-$430.1K2026-10-28
Capital Investment Advisors, LLC
INCREASED483,901482,584+1,317+0%$27.5M$26.3M-$1.2M2026-10-22
Forbes J M & Co LLP
INCREASED467,266464,349+2,917+1%$26.5M$25.4M-$1.0M2026-10-16
Matthew Goff Investment Advisor, LLC
DECREASED460,521462,000-1,4790%$26.3M$25.1M-$1.3M2026-10-13
Knights of Columbus Asset Advisors LLC
INCREASED448,645443,261+5,384+1%$25.3M$24.4M-$837.3K2026-11-05
Atria Investments, Inc
INCREASED440,673367,152+73,521+20%$20.9M$24.0M+$3.1M2026-10-15
Rockland Trust Co
INCREASED434,49982,701+351,798+425%$4.7M$23.6M+$18.9M2026-10-05
Algebris (UK) LTD
DECREASED431,794915,504-483,710-53%$52.0M$23.5M-$28.5M2026-11-06
Vise Technologies, Inc.
NEW431,698—+431,698——$23.5M—2026-10-29
Bank Pictet & Cie (Europe) AG
DECREASED428,350445,908-17,558-4%$25.4M$23.3M-$2.1M2026-10-20
J. Safra Sarasin Holding AG
INCREASED424,561323,982+100,579+31%$18.2M$23.0M+$4.7M2026-10-26
AIA Group Ltd
DECREASED420,581548,566-127,985-23%$31.3M$22.9M-$8.4M2026-10-30
Farmers & Merchants Investments Inc
INCREASED415,448414,377+1,071+0%$23.6M$22.6M-$998.4K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED400,162385,188+14,974+4%$21.9M$21.8M-$167.2K2026-11-06
Davenport & Co LLC
DECREASED397,648406,797-9,149-2%$23.2M$21.6M-$1.5M2026-10-14
Empire Life Investments Inc.
DECREASED397,030401,879-4,849-1%$22.9M$21.6M-$1.3M2026-11-06
Synergy Asset Management, LLC
DECREASED396,833511,749-114,916-22%$29.2M$21.6M-$7.6M2026-11-05
Maryland State Retirement & Pension System
INCREASED396,626356,355+40,271+11%$20.3M$21.6M+$1.3M2026-11-05
Glenview Trust Co
DECREASED394,489399,491-5,002-1%$22.8M$21.5M-$1.3M2026-10-28
Davidson Investment Advisors
DECREASED379,507383,246-3,739-1%$21.8M$20.7M-$1.2M2026-10-20
SP Asset Management LLC
DECREASED377,345384,919-7,574-2%$21.9M$20.5M-$1.4M2026-11-05
Prospera Financial Services Inc
INCREASED374,531373,611+920+0%$21.3M$18.7M-$2.6M2026-11-04
Hartford Investment Management Co
DECREASED348,487361,195-12,708-4%$20.6M$19.0M-$1.6M2026-11-04
Evergreen Capital Management LLC
DECREASED345,563397,722-52,159-13%$22.7M$18.8M-$3.9M2026-10-23
Ag2r LA Mondiale Gestion D'actifs
INCREASED344,296298,160+46,136+15%$17.0M$18.7M+$1.8M2026-10-26
Farther Finance Advisors, LLC
INCREASED344,140311,760+32,380+10%$17.8M$18.7M+$960.6K2026-10-08
Merit Financial Group, LLC
INCREASED341,944303,228+38,716+13%$17.3M$18.6M+$1.3M2026-11-06
Tweedy, Browne Co LLC
DECREASED341,771364,776-23,005-6%$20.8M$18.6M-$2.2M2026-11-04
United Asset Strategies, Inc.
INCREASED339,534338,928+606+0%$19.3M$18.5M-$831.3K2026-10-28
Associated Banc-Corp
DECREASED337,480368,984-31,504-9%$21.0M$18.4M-$2.7M2026-10-30
Allied Investment Advisors, LLC
INCREASED334,312334,060+252+0%$19.0M$18.2M-$838.2K2026-10-13
New Mexico Educational Retirement Board
UNCHANGED330,054330,05400%$18.8M$18.0M-$841.0K2026-11-05
Live Oak Private Wealth LLC
DECREASED329,186344,965-15,779-5%$19.7M$17.9M-$1.7M2026-11-02
First Citizens Bank & Trust Co
INCREASED328,402311,456+16,946+5%$17.7M$17.9M+$128.2K2026-10-14
Payden & Rygel
DECREASED327,200328,100-9000%$18.7M$17.8M-$886.0K2026-10-28
Bokf, NA
INCREASED321,838282,784+39,054+14%$16.1M$17.5M+$1.4M2026-10-27
Louisiana State Employees Retirement System
DECREASED319,800333,600-13,800-4%$19.0M$17.4M-$1.6M2026-10-20
Griffin Asset Management, Inc.
DECREASED319,090336,818-17,728-5%$19.2M$17.4M-$1.8M2026-10-22
Daymark Wealth Partners, LLC
INCREASED317,525244,406+73,119+30%$13.9M$17.3M+$3.4M2026-11-04
KCM Investment Advisors LLC
DECREASED311,362314,395-3,033-1%$17.9M$16.9M-$966.8K2026-10-27
Great Lakes Retirement, Inc.
INCREASED308,514304,798+3,716+1%$17.4M$16.8M-$575.0K2026-10-26
Diversify Wealth Management, LLC
INCREASED304,459299,572+4,887+2%$18.6M$15.7M-$2.9M2026-10-20
Diversify Advisory Services, LLC
INCREASED304,459299,572+4,887+2%$18.6M$15.7M-$2.9M2026-10-20
Cornerstone Wealth Group, LLC
DECREASED304,072304,350-2780%$17.3M$16.6M-$791.2K2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED302,098303,779-1,681-1%$17.3M$16.4M-$866.1K2026-10-22
OpenArc Corporate Advisory, LLC
DECREASED301,896323,563-21,667-7%$18.4M$16.4M-$2.0M2026-10-21
Grimes & Co Wealth Management, LLC
INCREASED301,171283,606+17,565+6%$16.2M$16.4M+$232.9K2026-10-29
Bourgeon Capital Management LLC
DECREASED300,314302,936-2,622-1%$17.3M$16.3M-$915.2K2026-10-19
Applied Finance Capital Management, LLC
DECREASED300,149335,281-35,132-10%$19.1M$16.3M-$2.8M2026-11-03
Allen Holding Inc
UNCHANGED300,000300,00000%$17.1M$16.3M-$765.0K2026-11-03
Levin Capital Strategies, L.P.
DECREASED299,521304,406-4,885-2%$17.3M$16.3M-$1.0M2026-11-02
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED299,051317,551-18,500-6%$18.1M$16.3M-$1.8M2026-10-21
Davis-Rea Ltd.
INCREASED298,371248,371+50,000+20%$14.2M$16.2M+$2.1M2026-10-13
HUB Investment Partners, LLC
DECREASED293,547298,652-5,105-2%$17.0M$16.0M-$1.0M2026-11-03
Tred Avon Family Wealth, LLC
INCREASED286,960286,761+199+0%$16.3M$15.6M-$720.4K2026-10-20
Ritholtz Wealth Management
INCREASED281,594268,949+12,645+5%$15.3M$15.3M+$2.4K2026-11-05
Cohen Klingenstein LLC
DECREASED277,652277,812-1600%$15.8M$15.1M-$717.1K2026-10-15
J.P. Marvel Investment Advisors, LLC
DECREASED276,967277,005-380%$15.8M$15.1M-$708.4K2026-11-02
Triglav Investments, D.O.O.
INCREASED275,543183,281+92,262+50%$10.4M$15.0M+$4.6M2026-11-06
Equitable Trust Co
DECREASED272,833275,949-3,116-1%$15.7M$14.9M-$873.3K2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED271,025270,050+975+0%$15.4M$14.8M-$635.6K2026-10-14
Union Bancaire Privee, UBP SA
DECREASED270,147279,137-8,990-3%$15.3M$14.1M-$1.2M2026-11-04
Global Wealth Management Investment Advisory, Inc.
INCREASED267,640264,099+3,541+1%$15.0M$14.6M-$480.7K2026-11-04
Intact Investment Management Inc.
DECREASED265,400281,300-15,900-6%$16.0M$14.4M-$1.6M2026-11-03
Stockman Wealth Management, Inc.
DECREASED264,624268,640-4,016-1%$15.3M$14.4M-$903.6K2026-10-27
S-Bank Fund Management Ltd
INCREASED264,491262,963+1,528+1%$15.0M$14.4M-$587.4K2026-11-06
Washington Trust Co
DECREASED264,225270,923-6,698-2%$15.4M$14.4M-$1.1M2026-10-22
True North Advisors, LLC
INCREASED264,171264,025+146+0%$15.0M$14.4M-$665.3K2026-10-22
Foster Victor Wealth Advisors, LLC
INCREASED263,715253,654+10,061+4%$15.4M$13.3M-$2.1M2026-10-21
Brookstone Capital Management
INCREASED262,051261,414+637+0%$14.9M$14.3M-$631.9K2026-10-22
Viking Fund Management LLC
UNCHANGED260,000260,00000%$14.8M$14.2M-$663.0K2026-10-14
Dana Investment Advisors, Inc.
DECREASED259,192265,286-6,094-2%$15.1M$14.1M-$1.0M2026-11-06
Highland Capital Management, LLC
DECREASED257,502261,950-4,448-2%$14.9M$14.0M-$910.1K2026-10-26
Florida Trust Wealth Management Co
DECREASED256,866260,750-3,884-1%$14.9M$14.0M-$876.3K2026-11-05
Park Avenue Securities LLC
INCREASED256,392238,698+17,694+7%$13.6M$14.0M+$354.0K2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED253,431244,806+8,625+4%$13.9M$13.8M-$154.8K2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED252,771225,797+26,974+12%$12.9M$13.8M+$892.4K2026-10-16
First American Bank
INCREASED250,025247,454+2,571+1%$14.1M$13.6M-$491.1K2026-10-27
Sterling Capital Management LLC
INCREASED247,028189,733+57,295+30%$10.8M$13.4M+$2.6M2026-10-22
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED245,135488,330-243,195-50%$27.8M$13.3M-$14.5M2026-10-22
Anderson Hoagland & Co
INCREASED244,696223,862+20,834+9%$12.8M$12.5M-$256.6K2026-10-23
Arnhold LLC
DECREASED244,224268,942-24,718-9%$15.3M$13.3M-$2.0M2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED243,698245,574-1,876-1%$14.0M$13.3M-$728.3K2026-11-03
Wesbanco Bank Inc
DECREASED241,765367,435-125,670-34%$20.9M$13.2M-$7.8M2026-11-04
Nixon Peabody Trust Co
INCREASED241,601241,476+125+0%$13.8M$13.2M-$609.0K2026-10-23
Plato Investment Management Ltd
INCREASED240,516230,368+10,148+4%$13.0M$13.1M+$92.4K2026-11-05
Quadrant Capital Group LLC
INCREASED240,260239,678+582+0%$13.7M$13.0M-$692.4K2026-10-20
University of Texas S AM Investment Management Co
INCREASED240,0795,909+234,170+3963%$336.7K$13.1M+$12.7M2026-11-03
Adams Asset Advisors, LLC
DECREASED238,906243,543-4,637-2%$13.9M$13.0M-$873.4K2026-10-08
Wedbush Securities Inc
DECREASED233,734243,184-9,450-4%$13.9M$12.7M-$1.1M2026-10-22
Venture Visionary Partners LLC
DECREASED233,300236,425-3,125-1%$13.5M$12.7M-$773.0K2026-10-07
Convergence Investment Partners, LLC
INCREASED230,416161,117+69,299+43%$9.2M$12.5M+$3.4M2026-10-28
Udine Wealth Management, Inc.
DECREASED230,285232,035-1,750-1%$13.2M$12.5M-$686.9K2026-10-23
Westbourne Investment Advisors, Inc.
DECREASED229,792236,746-6,954-3%$13.5M$12.5M-$982.2K2026-10-20
LS Investment Advisors, LLC
DECREASED229,676240,433-10,757-4%$13.7M$12.5M-$1.2M2026-10-13
Linscomb Wealth, Inc.
DECREASED228,652232,749-4,097-2%$13.3M$12.4M-$816.5K2026-11-05
Blume Capital Management, Inc.
DECREASED228,437232,212-3,775-2%$13.2M$12.4M-$797.6K2026-10-26
Thompson Investment Management, Inc.
DECREASED226,422233,039-6,617-3%$13.3M$12.3M-$954.4K2026-10-14
Chilton Capital Management LLC
INCREASED223,05847,971+175,087+365%$2.7M$12.1M+$9.4M2026-10-28
Xcel Wealth Management, LLC
DECREASED222,976271,286-48,310-18%$15.5M$12.1M-$3.3M2026-10-26
Sowell Financial Services LLC
DECREASED221,719226,850-5,131-2%$12.9M$12.1M-$857.7K2026-10-23
Goelzer Investment Management, Inc.
DECREASED221,202221,564-3620%$12.6M$12.0M-$584.7K2026-10-16
Apollon Wealth Management, LLC
INCREASED221,172203,793+17,379+9%$11.6M$12.0M+$426.3K2026-10-23
Tufton Capital Management
DECREASED220,882223,305-2,423-1%$12.7M$12.0M-$701.0K2026-10-20
Globalt Investments LLC / GA
DECREASED220,588226,467-5,879-3%$12.9M$12.0M-$897.5K2026-10-27
Fagan Associates, Inc.
INCREASED219,376212,504+6,872+3%$12.1M$11.9M-$167.9K2026-10-13
First National Trust Co
INCREASED217,396136,406+80,990+59%$7.8M$11.8M+$4.1M2026-10-28
Northside Capital Management, LLC
DECREASED216,172251,306-35,134-14%$14.3M$11.8M-$2.6M2026-10-13
Central Trust Co
DECREASED213,399217,715-4,316-2%$12.4M$11.6M-$790.1K2026-11-05
Perigon Wealth Management, LLC
INCREASED210,230206,934+3,296+2%$11.8M$11.4M-$348.3K2026-10-22
Access Investment Management LLC
UNCHANGED210,075210,07500%$12.0M$11.4M-$535.7K2026-10-23
J.W. Cole Advisors, Inc.
DECREASED209,783216,525-6,742-3%$12.3M$11.4M-$919.1K2026-11-05
Boston Common Asset Management, LLC
DECREASED207,821210,557-2,736-1%$12.0M$11.3M-$685.8K2026-10-13
Leonteq Securities AG
INCREASED207,614145,276+62,338+43%$8.3M$11.3M+$3.0M2026-10-29
Laurel Wealth Advisors LLC
DECREASED207,016208,341-1,325-1%$11.9M$11.3M-$603.3K2026-10-27
Signaturefd, LLC
INCREASED204,290199,983+4,307+2%$11.4M$11.1M-$275.5K2026-10-23
North Dakota State Investment Board
INCREASED202,520195,293+7,227+4%$11.1M$11.0M-$104.6K2026-10-27
Consolidated Investment Group LLC
UNCHANGED200,403200,40300%$11.4M$10.9M-$511.0K2026-11-04
Yarbrough Capital, LLC
UNCHANGED198,705198,70500%$11.3M$10.8M-$506.7K2026-10-19
CWA Asset Management Group, LLC
INCREASED198,389186,197+12,192+7%$10.6M$10.8M+$188.8K2026-10-19
Clearstead Advisors, LLC
INCREASED197,715196,302+1,413+1%$11.2M$10.8M-$423.8K2026-11-06
Channing Capital Management, LLC
DECREASED196,714244,727-48,013-20%$13.9M$10.7M-$3.2M2026-11-02
Mather Group, Llc.
INCREASED195,516132,948+62,568+47%$7.6M$10.6M+$3.1M2026-10-14
Bailard, Inc.
DECREASED195,035196,263-1,228-1%$11.2M$10.6M-$567.3K2026-10-13
Fusion Capital, LLC
INCREASED194,985191,667+3,318+2%$10.9M$10.6M-$308.2K2026-10-28
XML Financial, LLC
DECREASED193,617195,580-1,963-1%$11.1M$10.5M-$605.6K2026-10-29
First Financial Bank - Trust Division
DECREASED192,988201,418-8,430-4%$11.5M$10.5M-$972.5K2026-10-01
Prime Capital Investment Advisors, LLC
DECREASED192,806211,693-18,887-9%$12.1M$10.5M-$1.6M2026-10-20
Fisher Funds Management LTD
INCREASED192,734162,734+30,000+18%$9.3M$10.5M+$1.2M2026-10-13
Courier Capital LLC
INCREASED191,845190,392+1,453+1%$10.8M$10.4M-$406.5K2026-10-19
North Star Investment Management Corp.
INCREASED191,065190,935+130+0%$10.9M$10.4M-$479.8K2026-10-27
Roffman Miller Associates Inc
DECREASED190,268208,120-17,852-9%$11.9M$10.4M-$1.5M2026-10-19
Inspire Trust Co, N.A.
NEW190,000—+190,000——$10.3M—2026-11-05
Greatmark Investment Partners, Inc.
DECREASED187,136187,686-5500%$10.7M$10.2M-$508.5K2026-10-28
Wallington Asset Management, LLC
INCREASED186,658186,283+375+0%$10.6M$10.2M-$454.6K2026-11-04
Simplex Trading, LLC
NEW186,454—+186,454——$10.1M—2026-11-04
Searle & Co.
DECREASED186,323189,073-2,750-1%$10.8M$10.1M-$631.8K2026-11-04
Jacobi Capital Management LLC
INCREASED185,185173,089+12,096+7%$9.9M$10.1M+$217.0K2026-11-05
Gamma Investing LLC
INCREASED184,012175,459+8,553+5%$10.0M$10.0M+$18.1K2026-10-08
Lockheed Martin Investment Management Co
DECREASED182,730266,960-84,230-32%$15.2M$9.9M-$5.3M2026-11-04
Neville Rodie & Shaw Inc
INCREASED179,918178,708+1,210+1%$10.2M$9.8K-$10.2M2026-10-05
Birch Hill Investment Advisors LLC
DECREASED177,625178,425-8000%$10.2M$9.7M-$498.5K2026-10-16
Stolper Co
INCREASED177,284176,763+521+0%$10.1M$9.7M-$422.0K2026-10-13
IFP Advisors, Inc
INCREASED176,029172,020+4,009+2%$9.8M$9.6M-$220.4K2026-10-16
Perryman Financial Advisory Inc
INCREASED174,860174,545+315+0%$9.9M$9.5M-$427.9K2026-10-16
Pavion Blue Capital, LLC
DECREASED173,559184,029-10,470-6%$10.5M$9.4M-$1.0M2026-11-05
Praxis Investment Management Inc
UNCHANGED173,310173,31000%$9.9M$9.4M-$442.0K2026-11-03
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED172,047167,251+4,796+3%$9.5M$9.4M-$165.4K2026-11-03
Lmcg Investments, LLC
DECREASED171,908174,600-2,692-2%$9.9M$9.4M-$591.8K2026-10-21
Compound Planning, Inc.
INCREASED171,742169,796+1,946+1%$9.7M$9.3M-$327.1K2026-11-05
Parsons Capital Management Inc
INCREASED171,539167,473+4,066+2%$9.5M$9.3M-$205.7K2026-10-28
Leuthold Group, LLC
INCREASED171,333156,480+14,853+9%$8.9M$9.3M+$409.4K2026-11-04
NWF Advisory Services Inc.
DECREASED169,984193,197-23,213-12%$11.0M$9.3M-$1.8M2026-10-19
LEE Danner & Bass Inc
INCREASED168,953168,008+945+1%$9.6M$9.2M-$377.0K2026-10-27
Securian Asset Management, Inc
DECREASED168,925173,491-4,566-3%$10.6M$9.2M-$1.4M2026-11-06
Community Financial Services Group, LLC
DECREASED166,745168,809-2,064-1%$9.9M$9.0M-$892.5K2026-10-15
AlphaCore Capital LLC
INCREASED166,397131,039+35,358+27%$7.5M$9.1M+$1.6M2026-11-04
ARS Wealth Advisors Group, LLC
DECREASED165,736166,144-4080%$9.5M$9.0M-$445.9K2026-10-16
E. Ohman J:or Asset Management AB
DECREASED162,640185,480-22,840-12%$10.6M$8.9M-$1.7M2026-10-22
Beacon Investment Advisory Services, Inc.
INCREASED159,496154,719+4,777+3%$8.8M$8.7M-$134.5K2026-10-13
M&G Plc
UNCHANGED157,413157,41300%$9.0M$8.5M-$472.2K2026-11-04
Verum Partners LLC
DECREASED156,072156,712-6400%$8.9M$8.5M-$434.5K2026-10-21
Woodstock Corp
DECREASED155,632157,842-2,210-1%$9.0M$8.5M-$522.8K2026-10-13
Mystic Asset Management, Inc.
DECREASED155,396158,781-3,385-2%$9.0M$8.5M-$589.1K2026-10-15
Valeo Financial Advisors, LLC
DECREASED154,483154,571-880%$8.8M$8.4M-$399.2K2026-10-08
Smith Salley Wealth Management
DECREASED152,572162,266-9,694-6%$9.2M$8.3M-$941.4K2026-11-03
Community Bank of Raymore
INCREASED150,99698,776+52,220+53%$5.6M$8.2M+$2.6M2026-10-23
Masterinvest Kapitalanlage GmbH
INCREASED149,10392,213+56,890+62%$5.3M$8.1M+$2.9M2026-11-03
Kepler Cheuvreux (Suisse) SA
INCREASED147,86713,223+134,644+1018%$753.4K$8.0M+$7.3M2026-10-20
Viewpoint Capital Management LLC
INCREASED147,424126,494+20,930+17%$7.2M$8.0M+$816.7K2026-10-27
Greenleaf Trust
DECREASED147,101153,609-6,508-4%$8.8M$8.0M-$745.9K2026-10-29
Philadelphia Trust Co
DECREASED146,733186,311-39,578-21%$10.6M$8.0M-$2.6M2026-11-05
Univest Financial Corp
DECREASED145,408155,428-10,020-6%$8.9M$7.9M-$941.7K2026-11-05
Brighton Jones LLC
INCREASED145,234137,977+7,257+5%$7.9M$7.9M+$43.1K2026-11-03
Level Four Advisory Services, LLC
DECREASED144,607158,765-14,158-9%$9.0M$7.9M-$1.2M2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED144,456141,354+3,102+2%$8.1M$7.9M-$192.3K2026-11-05
Hennessy Advisors Inc
DECREASED143,800146,300-2,500-2%$8.3M$7.8M-$509.1K2026-10-28
Griffith & Werner, Inc.
INCREASED143,106137,933+5,173+4%$7.9M$7.8M-$69.8K2026-11-04
Mission Wealth Management, LP
DECREASED142,696186,562-43,866-24%$10.6M$7.8M-$2.9M2026-10-15
GHP Investment Advisors, Inc.
DECREASED142,628144,706-2,078-1%$8.2M$7.8M-$482.1K2026-10-15
Woodmont Investment Counsel LLC
INCREASED141,612138,691+2,921+2%$7.9M$7.7M-$194.7K2026-10-29
Lynch & Associates
DECREASED140,881142,080-1,199-1%$8.1M$7.7M-$427.5K2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED140,872157,908-17,036-11%$9.0M$7.7M-$1.3M2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED140,644114,822+25,822+22%$6.5M$7.7M+$1.1M2026-10-27
Tema Etfs LLC
INCREASED139,026136,391+2,635+2%$7.8M$7.6M-$204.4K2026-10-16
Harbor Island Capital LLC
DECREASED138,507145,981-7,474-5%$8.3M$7.5M-$779.1K2026-10-23
Biltmore Family Office, LLC
INCREASED137,847136,809+1,038+1%$7.8M$7.5M-$292.3K2026-11-03
Northeast Investment Management
DECREASED136,808138,621-1,813-1%$7.9M$7.4M-$452.2K2026-10-30
Baldwin Wealth Partners LLC
DECREASED136,194136,291-970%$7.8M$7.4M-$352.8K2026-10-13
Sigma Planning Corp
INCREASED136,123130,572+5,551+4%$7.4M$7.4M-$79.8K2026-10-23
Kintegral Advisory, LLC
INCREASED135,304134,540+764+1%$7.7M$7.4M-$301.5K2026-10-16
Montag A & Associates Inc
DECREASED133,212133,263-510%$7.6M$7.3M-$342.6K2026-10-29
Princeton Global Asset Management LLC
INCREASED133,067132,375+692+1%$7.5M$7.2M-$299.9K2026-10-21
Rose Capital Advisors LLC
INCREASED131,433131,295+138+0%$7.5M$7.2M-$327.3K2026-11-04
Dmkc Advisory Services, LLC
DECREASED130,141185,096-54,955-30%$10.5M$7.1M-$3.5M2026-11-04
Morguard Lincluden Global Investments Ltd
DECREASED130,093133,646-3,553-3%$7.6M$7.1M-$534.0K2026-10-28
Mandatum Life Insurance Co Ltd
UNCHANGED128,910128,91000%$7.3M$7.0M-$328.7K2026-11-06
Baugh & Associates, LLC
INCREASED128,396119,218+9,178+8%$6.8M$6.3M-$495.1K2026-10-16
Simplicity Wealth,LLC
INCREASED127,984104,730+23,254+22%$6.0M$7.0M+$998.6K2026-10-23
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED126,415126,460-450%$7.2M$6.9M-$324.9K2026-10-13
Harel Insurance Investments & Financial Services Ltd.
DECREASED126,404134,358-7,954-6%$7.7M$6.9M-$773.0K2026-11-02
Principle Wealth Partners LLC
INCREASED126,324124,832+1,492+1%$7.1M$6.9M-$237.1K2026-11-02
Bretton Capital Management, LLC
UNCHANGED126,000126,00000%$7.2M$6.9M-$321.3K2026-10-22
Hudson Capital Management LLC
DECREASED125,944129,585-3,641-3%$7.4M$6.9M-$528.6K2026-10-20
Moors & Cabot, Inc.
DECREASED125,421126,214-793-1%$7.2M$6.8M-$365.0K2026-11-06
MGO One Seven LLC
INCREASED124,504115,983+8,521+7%$6.6M$6.8M+$168.0K2026-10-28
Harbor Investment Advisory, LLC
INCREASED123,094121,497+1,597+1%$6.9M$6.7M-$222.9K2026-10-13
Montgomery Investment Management Inc
INCREASED122,987122,983+40%$7.0M$6.7M-$313.4K2026-10-26
Sagespring Wealth Partners, LLC
INCREASED122,772115,526+7,246+6%$6.6M$6.7M+$99.8K2026-10-22
Gibraltar Capital Management, Inc.
DECREASED122,760124,731-1,971-2%$7.1M$6.7M-$425.3K2026-10-27
RPG Investment Advisory, LLC
DECREASED122,691224,667-101,976-45%$12.8M$6.7M-$6.1M2026-10-21
Thompson Siegel & Walmsley LLC
INCREASED122,610121,675+935+1%$6.9M$6.7M-$259.0K2026-11-05
Patrick M Sweeney & Associates, Inc
INCREASED120,586120,513+73+0%$6.9M$6.6M-$303.3K2026-10-22
Capital Asset Advisory Services LLC
DECREASED120,541125,712-5,171-4%$7.2M$6.2M-$1.0M2026-10-30
SteelPeak Wealth, LLC
DECREASED119,793120,627-834-1%$6.9M$6.5M-$353.0K2026-10-16
DCF Advisers, LLC
UNCHANGED119,500119,50000%$6.8M$6.5M-$304.7K2026-11-04
Penobscot Investment Management Company, Inc.
DECREASED119,282119,346-640%$6.8M$6.5M-$307.8K2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED118,903108,963+9,940+9%$6.2M$6.5M+$263.2K2026-10-23
Shikiar Asset Management Inc
DECREASED118,720119,595-875-1%$6.8M$6.5M-$353.0K2026-10-20
Asset Planning Services Inc
DECREASED118,200118,525-3250%$6.8M$6.4M-$321.0K2026-10-15
Meridian Investment Counsel Inc.
INCREASED118,173113,224+4,949+4%$6.5M$6.4M-$19.3K2026-10-14
WoodTrust Financial Corp
DECREASED118,110119,074-964-1%$6.8M$6.4M-$356.0K2026-10-09
Strategic Blueprint, LLC
INCREASED116,875116,690+185+0%$6.6M$6.4M-$287.5K2026-10-22
Ascent Group, LLC
DECREASED115,756125,408-9,652-8%$7.1M$6.3M-$845.1K2026-10-30
GC Wealth Management RIA, LLC
DECREASED115,189115,603-4140%$6.6M$6.3M-$317.3K2026-11-02
Altrius Capital Management Inc
INCREASED114,475111,404+3,071+3%$6.3M$6.2M-$116.9K2026-11-05
Parallel Advisors, LLC
INCREASED114,252110,965+3,287+3%$6.3M$6.2M-$104.1K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED114,11889,919+24,199+27%$5.2M$6.2M+$1.0M2026-10-13
Hoey Investments, Inc
INCREASED113,964111,641+2,323+2%$6.4M$6.2M-$158.2K2026-10-29
Philip James Wealth Mangement, LLC
DECREASED113,712128,412-14,700-11%$7.3M$6.2M-$1.1M2026-10-27
Means Investment Co., Inc.
DECREASED112,887115,647-2,760-2%$6.6M$6.1M-$445.2K2026-11-03
Integrated Advisors Network LLC
DECREASED112,142114,070-1,928-2%$6.5M$6.1M-$395.8K2026-10-20
Indivisible Partners
INCREASED111,790104,998+6,792+6%$6.0M$6.1M+$101.9K2026-10-26
Hoertkorn Richard Charles
DECREASED111,637111,887-2500%$6.4M$6.1M-$298.9K2026-11-04
Inlet Private Wealth, LLC
UNCHANGED110,919110,91900%$6.3M$6.0M-$282.8K2026-10-21
Greenwood Capital Associates LLC
DECREASED110,468113,044-2,576-2%$6.4M$6.0M-$428.5K2026-10-27
Chicago Trust Co NA
DECREASED110,460111,611-1,151-1%$6.4M$6.0M-$347.3K2026-10-28
Embree Financial Group
INCREASED110,202109,755+447+0%$6.3M$6.0M-$255.5K2026-10-22
Vision Capital Management, Inc.
INCREASED110,153108,417+1,736+2%$6.2M$6.0M-$182.0K2026-10-20
Verdence Capital Advisors LLC
INCREASED109,770108,615+1,155+1%$6.2M$6.0M-$214.1K2026-10-26
Fulton Bank, N.A.
DECREASED109,419110,171-752-1%$6.3M$6.0M-$321.9K2026-10-14
Canandaigua National Bank & Trust Co
INCREASED109,36698,482+10,884+11%$5.6M$6.0M+$341.3K2026-10-07
International Assets Investment Management, LLC
DECREASED108,744335,120-226,376-68%$6.9M$5.8M-$1.1M2026-11-02
Genus Capital Management Inc.
INCREASED108,530102,080+6,450+6%$5.8M$5.9M+$90.8K2026-11-04
Letson Investment Management, Inc.
INCREASED108,173107,967+206+0%$6.2M$5.9M-$264.1K2026-11-05
Axxcess Wealth Management, LLC
DECREASED108,167251,375-143,208-57%$14.3M$5.9M-$8.4M2026-10-21
Harbor Capital Advisors, Inc.
DECREASED107,590107,831-2410%$6.1M$5.9M-$288.0K2026-10-22
Morangie Management LLC
DECREASED107,293107,797-5040%$6.1M$5.8M-$302.4K2026-10-15
Boit C F David
UNCHANGED107,198107,19800%$6.1M$5.8M-$273.4K2026-10-29
Carret Asset Management, LLC
DECREASED106,542107,392-850-1%$6.1M$5.8M-$320.1K2026-11-04
Patton Albertson Miller Group, LLC
INCREASED106,530105,857+673+1%$6.0M$5.8M-$233.3K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED106,46492,684+13,780+15%$5.3M$5.8M+$518.3K2026-10-30
Vestor Capital, LLC
INCREASED106,235513+105,722+20609%$182$16.8K+$16.6K2026-11-04
BAR Harbor Wealth Management
INCREASED106,034105,936+98+0%$6.0M$5.8M-$264.8K2026-10-21
Larson Financial Group LLC
INCREASED105,94785,462+20,485+24%$4.9M$5.8M+$897.1K2026-11-05
Exchange Traded Concepts, LLC
INCREASED105,51567,059+38,456+57%$3.8M$5.7M+$1.9M2026-10-28
Plancorp, LLC
INCREASED104,664101,568+3,096+3%$6.0M$5.2M-$809.1K2026-11-03
Fulcrum Asset Management LLP
INCREASED103,30787,717+15,590+18%$5.1M$5.7M+$600.7K2026-11-04
Neumann Capital Management, LLC
NEW103,111—+103,111——$5.6M—2026-10-15
Independent Financial Group, LLC
INCREASED102,897102,532+365+0%$5.8M$5.6M-$241.6K2026-10-13
Avantax Planning Partners, Inc.
DECREASED102,757105,423-2,666-3%$6.0M$5.6M-$414.0K2026-11-03
Y.D. More Investments Ltd
INCREASED102,05322,295+79,758+358%$1.3M$5.6M+$4.3M2026-11-02
Scott & Selber, Inc.
DECREASED101,669101,768-990%$5.8M$5.5M-$264.9K2026-10-21
Legacy Private Trust Co.
DECREASED100,235103,120-2,885-3%$5.9M$5.5M-$420.0K2026-10-06
Oliver Luxxe Assets LLC
DECREASED99,995109,812-9,817-9%$6.3M$5.4M-$814.4K2026-10-14
Hardin Capital Partners, LLC
DECREASED99,362106,869-7,507-7%$6.1M$5.4M-$693.4K2026-10-09
Weinberger Asset Management, Inc
INCREASED99,02898,910+118+0%$6.1M$5.4M-$737.4K2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED98,34996,320+2,029+2%$5.5M$5.4M-$135.1K2026-10-08
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED97,00097,00000%$5.5M$5.3M-$247.4K2026-10-22
Caldwell Trust Co
INCREASED96,95787,207+9,750+11%$5.0M$5.3M+$308.3K2026-10-30
Myriad Asset Management Advisors LLC
INCREASED96,37183,022+13,349+16%$4.7M$5.2M+$514.0K2026-11-03
Argyle Capital Management, LLC
DECREASED94,71795,042-3250%$5.4M$5.2M-$260.0K2026-10-28
Cullinan Associates Inc
DECREASED94,569134,769-40,200-30%$7.7M$5.1M-$2.5M2026-11-03
Phraction Management LLC
DECREASED94,13095,835-1,705-2%$5.5M$5.1M-$337.2K2026-10-14
Provident Living Financial Services, Inc.
DECREASED93,88794,874-987-1%$5.4M$4.7M-$710.6K2026-11-03
Ables, Iannone, Moore & Associates, Inc.
DECREASED92,92495,494-2,570-3%$5.4M$5.1M-$383.4K2026-10-06
Victrix Investment Advisors
INCREASED92,92191,267+1,654+2%$5.2M$5.1M-$142.7K2026-10-13
Parcion Private Wealth LLC
INCREASED91,96586,285+5,680+7%$4.9M$5.0M+$89.1K2026-10-28
Meitav Investment House LTD
INCREASED91,71386,721+4,992+6%$4.9M$5.0M+$50.2K2026-10-28
Focused Wealth Management, Inc
DECREASED91,49593,466-1,971-2%$5.3M$5.0M-$345.6K2026-10-30
Cohen Investment Advisors LLC
INCREASED91,28090,914+366+0%$5.2M$5.0M-$211.9K2026-10-20
Dynamic Advisor Solutions LLC
DECREASED91,189101,158-9,969-10%$5.8M$5.0M-$800.5K2026-10-13
Gables Capital Management Inc.
DECREASED90,57690,951-3750%$5.2M$4.9M-$252.3K2026-11-04
Wright Investors Service Inc
DECREASED89,52291,699-2,177-2%$5.2M$4.9M-$352.3K2026-11-02
Norden Group LLC
DECREASED89,12494,034-4,910-5%$5.4M$4.9M-$507.1K2026-10-20
Gold Investment Management Ltd.
INCREASED88,87988,802+77+0%$5.1M$4.8M-$222.3K2026-10-19
Rayburn West Financial Services LLC
DECREASED88,69790,258-1,561-2%$5.1M$4.8M-$310.8K2026-11-03
Summit Global Investments
INCREASED88,28667,455+20,831+31%$3.8M$4.8M+$961.0K2026-10-28
Plimoth Trust Co LLC
DECREASED87,99988,169-1700%$5.0M$4.8M-$234.1K2026-10-26
Fideuram Asset Management (Ireland) dac
DECREASED87,558148,339-60,781-41%$8.3M$5.3M-$3.0M2026-10-29
Private Trust Co NA
INCREASED87,51083,598+3,912+5%$4.8M$4.8M-$2252026-10-20
American Assets Inc
UNCHANGED87,50087,50000%$5.0M$4.8M-$223.1K2026-10-30
Iowa State Bank
DECREASED87,38993,739-6,350-7%$5.3M$4.8M-$584.7K2026-10-06
Trust Co of Vermont
DECREASED87,23189,994-2,763-3%$5.1M$4.7M-$379.9K2026-10-21
Eulav Asset Management
UNCHANGED87,00087,00000%$5.0M$4.7M-$221.9K2026-10-23
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED86,28286,28200%$4.9M$4.9M$02026-10-15
Lazari Capital Management, Inc.
DECREASED85,60088,237-2,637-3%$5.0M$4.7M-$368.5K2026-10-20
Glass Wealth Management Co LLC
DECREASED85,45085,515-650%$4.9M$4.7M-$221.6K2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED85,35868,125+17,233+25%$3.9M$4.6M+$764.3K2026-10-14
Jefferies Financial Group Inc.
DECREASED85,018162,381-77,363-48%$9.3M$4.6M-$4.6M2026-11-05
Kornitzer Capital Management Inc
DECREASED83,94783,958-110%$4.8M$4.6M-$214.7K2026-11-03
Aaron Wealth Advisors LLC
INCREASED83,93481,187+2,747+3%$4.6M$4.6M-$57.5K2026-10-13
Wedmont Private Capital
INCREASED83,81876,386+7,432+10%$4.6M$4.5M-$64.5K2026-10-09
Investment House LLC
DECREASED83,58892,248-8,660-9%$5.3M$4.5M-$706.6K2026-10-21
Mengis Capital Management, Inc.
DECREASED83,16884,217-1,049-1%$4.8M$4.5M-$271.9K2026-10-13
Modera Wealth Management, LLC
INCREASED83,09377,360+5,733+7%$4.4M$4.5M+$114.8K2026-10-28
Cordatus Wealth Management LLC
DECREASED83,08183,900-819-1%$4.8M$4.5M-$258.5K2026-10-19
Culbertson A N & Co Inc
UNCHANGED82,47482,47400%$4.7M$4.5M-$210.3K2026-10-21
Brick & Kyle, Associates
DECREASED82,44682,761-3150%$4.0M$4.5M+$452.9K2026-11-05
Capital Investment Counsel, Inc
DECREASED82,32383,569-1,246-1%$4.8M$4.5M-$280.9K2026-10-20
Baker Avenue Asset Management, LP
INCREASED81,83975,279+6,560+9%$4.3M$4.5M+$165.1K2026-11-06
Wernau Asset Management Inc.
DECREASED81,75582,955-1,200-1%$4.7M$4.4M-$276.9K2026-10-19
First Business Financial Services, Inc.
INCREASED81,23980,030+1,209+2%$4.6M$4.4M-$138.3K2026-10-29
Nilsine Partners, LLC
DECREASED80,84481,096-2520%$4.6M$4.4M-$220.5K2026-11-02
Perpetual Ltd
DECREASED80,83982,716-1,877-2%$4.7M$4.4M-$313.1K2026-10-13
Private Management Group Inc
INCREASED80,60380,519+84+0%$4.6M$4.4M-$200.8K2026-11-04
Prudent Man Advisors, LLC
DECREASED79,90682,785-2,879-3%$4.7M$4.3M-$367.8K2026-11-03
TD Private Client Wealth LLC
DECREASED79,62382,250-2,627-3%$4.7M$4.3M-$352.7K2026-10-28
David J Yvars Group
DECREASED79,41384,060-4,647-6%$4.8M$4.3M-$467.3K2026-10-09
Park National Corp
INCREASED79,04465,576+13,468+21%$3.7M$4.3M+$565.9K2026-10-05
Krilogy Financial LLC
DECREASED78,95984,273-5,314-6%$4.8M$4.3M-$492.3K2026-10-13
Institute for Wealth Management, Llc.
INCREASED78,49978,179+320+0%$4.5M$4.3M-$182.0K2026-11-06
SeaBridge Investment Advisors LLC
INCREASED78,43475,119+3,315+4%$4.3M$4.3M-$11.1K2026-11-02
Columbia Bank
INCREASED78,22276,897+1,325+2%$4.4M$4.3M-$124.0K2026-10-29
Processus Wealth & Capital Management, LLC
DECREASED78,02178,518-497-1%$4.5M$4.2M-$227.2K2026-10-16
Delta Capital Management LLC
INCREASED77,77073,580+4,190+6%$4.2M$4.2M+$40.0K2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED77,65678,275-619-1%$4.5M$4.2M-$233.3K2026-11-05
Peddock Capital Advisors, LLC
DECREASED76,94677,672-726-1%$4.4M$4.2M-$237.6K2026-10-16
Grove Bank & Trust
DECREASED76,93177,031-1000%$4.4M$4.2M-$201.9K2026-10-08
apricus wealth, LLC
DECREASED76,75078,635-1,885-2%$4.5M$4.2M-$303.1K2026-10-26
Ironsides Asset Advisors, LLC
DECREASED76,70593,305-16,600-18%$5.3M$4.2M-$1.1M2026-10-20
CV Advisors LLC
UNCHANGED76,67476,67400%$4.4M$4.2M-$195.5K2026-10-13
AMI Investment Management Inc
DECREASED76,32779,036-2,709-3%$4.5M$4.2M-$349.0K2026-10-27
Lyell Wealth Management, LP
INCREASED76,03075,268+762+1%$4.3M$4.1M-$150.5K2026-10-30
Patten & Patten Inc
DECREASED75,94376,213-2700%$4.3M$4.1M-$209.0K2026-10-26
Frank, Rimerman Advisors LLC
DECREASED75,85975,870-110%$4.3M$4.1M-$194.1K2026-10-16
Cidel Asset Management Inc
DECREASED75,79577,057-1,262-2%$4.4M$4.1M-$265.2K2026-10-29
Donoghue Forlines LLC
NEW74,211—+74,211——$4.0M—2026-11-02
Adell Harriman & Carpenter Inc
INCREASED73,29471,594+1,700+2%$4.1M$4.0M-$90.0K2026-11-02
Mount Vernon Associates Inc
DECREASED73,11976,419-3,300-4%$4.4M$4.0M-$374.0K2026-10-26
Trust Asset Management LLC
DECREASED73,07173,300-2290%$4.2M$4.0M-$199.4K2026-11-03
Samalin Investment Counsel, LLC
INCREASED72,86072,309+551+1%$4.1M$4.0M-$154.4K2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
DECREASED72,78473,026-2420%$4.2M$4.0M-$199.4K2026-10-23
Nicholas Hoffman & Company, Llc.
DECREASED72,76775,217-2,450-3%$4.3M$4.0M-$325.1K2026-10-30
Integrity Alliance, Llc.
INCREASED72,42671,827+599+1%$4.1M$3.9M-$150.6K2026-10-29
Massachusetts Wealth Management
DECREASED72,30075,790-3,490-5%$4.3M$3.9M-$383.2K2026-10-21
Beaumont Financial Advisors, LLC
INCREASED72,25771,882+375+1%$4.1M$3.9M-$162.9K2026-10-22
Generali Investments, Management Co LLC
INCREASED72,22471,845+379+1%$4.1M$3.9M-$162.6K2026-10-19
Premier Path Wealth Partners, LLC
INCREASED72,17466,237+5,937+9%$3.8M$3.9M+$154.2K2026-10-16
Hixon Zuercher, LLC
DECREASED71,82772,756-929-1%$4.1M$3.9M-$236.1K2026-10-13
Chemistry Wealth Management LLC
DECREASED71,82573,467-1,642-2%$4.2M$3.9M-$276.7K2026-10-16
Chicago Partners Investment Group LLC
INCREASED71,77866,944+4,834+7%$4.1M$3.6M-$473.3K2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
INCREASED71,57070,785+785+1%$4.0M$3.9M-$137.8K2026-10-21
Fiduciary Alliance LLC
INCREASED71,28663,958+7,328+11%$3.6M$3.9M+$235.8K2026-10-13
SBI Securities Co., Ltd.
INCREASED70,87969,160+1,719+2%$3.9M$3.9M-$82.8K2026-10-22
Wealthcare Advisory Partners LLC
INCREASED70,70168,900+1,801+3%$3.9M$3.8M-$77.7K2026-10-21
West Branch Capital LLC
INCREASED70,64468,473+2,171+3%$3.9M$3.8M-$56.4K2026-10-20
Avior Wealth Management, LLC
DECREASED70,53379,071-8,538-11%$4.5M$3.8M-$666.3K2026-10-13
Raab & Moskowitz Asset Management LLC
DECREASED70,33272,754-2,422-3%$4.1M$3.8M-$317.4K2026-11-02
Shrier Wealth Management, LLC
DECREASED70,33071,409-1,079-2%$4.1M$3.8M-$240.8K2026-10-20
SS&H Financial Advisors, Inc.
DECREASED70,28370,483-2000%$4.0M$3.8M-$190.0K2026-10-28
Bdf-Gestion
DECREASED70,184101,621-31,437-31%$1.4M$3.8M+$2.4M2026-10-19
Pacifica Partners Inc.
DECREASED69,72492,688-22,964-25%$5.4M$3.7M-$1.7M2026-10-09
Cornerstone Planning, LLC
INCREASED69,65218,018+51,634+287%$1.0M$3.9M+$2.9M2026-10-27
Koshinski Asset Management, Inc.
DECREASED69,56870,306-738-1%$4.0M$3.8M-$219.5K2026-10-29
Paradigm Asset Management Co LLC
DECREASED69,55082,650-13,100-16%$4.7M$3.8M-$923.8K2026-11-05
BG Investment Services, LLC
INCREASED69,49410,307+59,187+574%$587.3K$3.8M+$3.2M2026-10-23
Moneco Advisors, LLC
DECREASED69,23074,319-5,089-7%$4.2M$3.8M-$466.5K2026-11-05
CenterBook Partners LP
NEW68,878—+68,878——$3.7M—2026-11-02
Moody National Bank Trust Division
DECREASED68,44670,287-1,841-3%$4.0M$3.7M-$279.4K2026-10-06
Joel Isaacson & Co., LLC
INCREASED68,23966,313+1,926+3%$3.8M$3.7M-$64.3K2026-11-05
ZWJ Investment Counsel Inc
DECREASED68,21068,399-1890%$3.9M$3.7M-$184.7K2026-10-15
OmniStar Financial Group, Inc.
DECREASED67,97172,099-4,128-6%$4.1M$3.7M-$408.6K2026-10-26
ProVise Management Group, LLC
DECREASED66,57970,518-3,939-6%$4.0M$3.6M-$394.2K2026-11-06
Gilliland Jeter Wealth Management LLC
INCREASED65,69865,634+64+0%$3.7M$3.6M-$163.9K2026-10-28
American State Bank (Iowa)
INCREASED65,68663,987+1,699+3%$3.6M$3.6M-$70.7K2026-11-03
Abacus Planning Group, Inc.
INCREASED64,75864,583+175+0%$3.7M$3.5M-$155.2K2026-11-02
Lighthouse Financial Services Inc
INCREASED64,75464,614+140+0%$3.8M$3.5M-$246.3K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED64,61764,609+8+0%$3.7M$3.5M-$164.3K2026-11-04
Accurate Wealth Management, LLC
INCREASED64,12354,107+10,016+19%$3.2M$3.5M+$234.6K2026-10-20
GLP Holdings Lllp
UNCHANGED63,72863,72800%$3.6M$3.5M-$162.4K2026-10-02
MCF Advisors LLC
DECREASED63,67764,618-941-1%$3.7M$3.5M-$216.0K2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED63,45261,243+2,209+4%$3.5M$3.5M-$35.9K2026-10-13
Kathmere Capital Management, LLC
INCREASED63,32959,698+3,631+6%$3.4M$3.4M+$45.4K2026-10-20
Family Legacy, Inc.
INCREASED63,04460,758+2,286+4%$3.5M$3.4M-$30.5K2026-10-13
Harbour Capital Advisors, LLC
DECREASED62,88363,333-450-1%$3.8M$3.4M-$356.4K2026-10-13
Chemung Canal Trust Co
DECREASED62,62263,033-411-1%$3.6M$3.4M-$183.1K2026-11-04
Aprio Wealth Management, LLC
INCREASED62,12358,418+3,705+6%$3.3M$3.4M+$52.7K2026-10-28
Profund Advisors LLC
INCREASED62,05156,560+5,491+10%$3.2M$3.4M+$154.6K2026-10-29
Lakewood Asset Management LLC
INCREASED61,69559,440+2,255+4%$3.4M$3.4M-$28.8K2026-10-26
AGP Franklin, LLC
INCREASED61,44360,903+540+1%$3.5M$3.3M-$125.9K2026-11-04
Triangle Securities Wealth Management
DECREASED61,31564,206-2,891-4%$3.7M$3.3M-$321.1K2026-10-14
Cigna Investments Inc
DECREASED60,66662,517-1,851-3%$3.6M$3.3M-$260.0K2026-10-19
Parkside Financial Bank & Trust
INCREASED60,59858,640+1,958+3%$3.3M$3.3M-$43.0K2026-10-27
Simon Quick Advisors, LLC
DECREASED60,473513,385-452,912-88%$29.3M$3.3M-$26.0M2026-10-26
Asio Capital, LLC
DECREASED60,25699,835-39,579-40%$5.7M$3.3M-$2.4M2026-10-19
Blue Trust, Inc.
DECREASED59,80063,587-3,787-6%$3.6M$3.3M-$368.3K2026-10-15
GAM Holding AG
DECREASED59,49966,056-6,557-10%$3.8M$3.2M-$525.3K2026-11-03
Hartford Financial Management Inc.
INCREASED59,38259,307+75+0%$3.4M$3.2M-$147.1K2026-10-21
M Holdings Securities, Inc.
NEW59,321—+59,321——$3.0K—2026-11-03
LVW Advisors, LLC
INCREASED59,07953,203+5,876+11%$3.0M$3.2M+$184.2K2026-10-19
LJI Wealth Management, LLC
DECREASED58,97360,785-1,812-3%$3.5M$3.2M-$253.6K2026-10-28
Shepherd Financial Partners LLC
DECREASED58,84559,738-893-1%$3.4M$3.2M-$201.0K2026-11-03
St. Johns Investment Management Company, LLC
DECREASED58,67259,718-1,046-2%$3.4M$3.2M-$209.2K2026-10-30
Tritonpoint Wealth, LLC
DECREASED58,58159,168-587-1%$3.4M$3.2M-$182.8K2026-10-19
Seven Hills Financial, LLC
NEW58,299—+58,299——$3.2M—2026-10-13
Alps Advisors Inc
DECREASED58,04960,700-2,651-4%$3.5M$3.2M-$299.1K2026-11-03
Alkeme Wealth, LLC
DECREASED57,94763,437-5,490-9%$3.6M$3.2M-$460.6K2026-10-08
Secure Asset Management, LLC
DECREASED57,94259,880-1,938-3%$3.4M$3.2M-$258.2K2026-10-19
TrinityBridge Ltd
UNCHANGED57,83957,83900%$3.3M$3.1M-$147.0K2026-10-30
NBT Bank, N.A.
DECREASED57,69461,046-3,352-5%$3.5M$3.1M-$338.1K2026-10-21
Calamos Wealth Management LLC
DECREASED57,59257,668-760%$3.3M$3.1M-$151.2K2026-11-02
Precedent Wealth Partners, LLC
INCREASED57,52352,315+5,208+10%$3.0M$3.1M+$150.1K2026-10-21
World Equity Group, Inc.
DECREASED57,18259,384-2,202-4%$3.4M$3.1M-$264.3K2026-10-14
Arrow Financial Corp
DECREASED57,04360,482-3,439-6%$3.4M$3.1M-$341.4K2026-10-26
Beacon Bank & Trust
DECREASED56,96860,870-3,902-6%$3.5M$3.1M-$367.6K2026-10-27
Temasek Holdings (Private) Ltd
DECREASED56,927173,972-117,045-67%$9.9M$3.1M-$6.8M2026-10-28
Burton Enright Welch
INCREASED56,45153,573+2,878+5%$3.1M$3.1M+$20.0K2026-11-04
Compton Wealth Advisory Group, LLC
INCREASED56,34854,860+1,488+3%$3.2M$3.0M-$174.0K2026-10-13
HBK Sorce Advisory LLC
DECREASED56,18357,045-862-2%$3.6M$2.8M-$812.4K2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED56,13557,576-1,441-2%$3.3M$3.1M-$225.3K2026-10-14
Aviso Wealth Management
DECREASED56,11156,612-501-1%$3.2M$3.1M-$171.7K2026-11-04
Portside Wealth Group, LLC
DECREASED55,98861,540-5,552-9%$3.5M$3.0M-$459.1K2026-10-20
Poehling Capital Management, Inc.
DECREASED55,94656,354-408-1%$3.2M$3.0M-$165.9K2026-10-20
Birch Financial Group, LLC
DECREASED55,85256,008-1560%$3.2M$3.0M-$151.3K2026-10-27
SevenBridge Financial Group, LLC
DECREASED55,53057,568-2,038-4%$3.6M$2.8M-$824.6K2026-10-26
Landmark Wealth Management, LLC
UNCHANGED55,18955,18900%$3.1M$3.0M-$140.7K2026-11-03
Skylands Capital, LLC
DECREASED55,08055,280-2000%$3.1M$3.0M-$151.9K2026-10-21
Claro Advisors Inc.
INCREASED54,93848,271+6,667+14%$2.8M$3.0M+$239.8K2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED54,90855,312-404-1%$3.2M$3.0M-$163.0K2026-10-23
Ullmann Wealth Partners Group, LLC
DECREASED54,75056,110-1,360-2%$3.2M$3.0M-$217.1K2026-11-02
HCR Wealth Advisors
INCREASED54,66753,993+674+1%$3.1M$3.0M-$101.0K2026-10-15
Fiduciary Family Office, LLC
INCREASED54,33250,989+3,343+7%$2.9M$3.0M+$51.9K2026-11-04
Quadcap Wealth Management, LLC
DECREASED54,18255,691-1,509-3%$3.2M$2.9M-$224.2K2026-11-02
Legacy Wealth Management, LLC / MS
DECREASED54,10959,162-5,053-9%$3.4M$2.9M-$425.9K2026-10-30
Boston Trust Walden Corp
INCREASED53,91648,916+5,000+10%$2.8M$2.9M+$147.4K2026-10-30
Aull & Monroe Investment Management Corp
DECREASED53,83754,025-1880%$3.1M$2.9M-$148.0K2026-10-16
Midwest Trust Co
INCREASED53,76948,181+5,588+12%$2.7M$2.9M+$181.3K2026-10-22
Old National Bancorp
DECREASED53,75454,797-1,043-2%$3.1M$2.9M-$196.5K2026-10-20
Coastline Trust Co
UNCHANGED53,61653,61600%$3.1M$2.9M-$136.7K2026-10-01
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW53,500—+53,500——$2.9M—2026-11-04
Zions Bancorporation, National Association
INCREASED53,47519,948+33,527+168%$1.1M$2.9M+$1.8M2026-11-06
Carson Advisory Inc.
DECREASED53,06254,427-1,365-3%$3.1M$2.9M-$213.1K2026-11-06
Gryphon Financial Partners LLC
INCREASED52,79851,093+1,705+3%$2.9M$2.9M-$37.5K2026-11-04
City Holding Co
INCREASED52,71947,884+4,835+10%$2.7M$2.9M+$141.5K2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED52,63660,690-8,054-13%$3.5M$2.9M-$595.8K2026-10-15
Matrix Asset Advisors Inc
DECREASED52,48452,984-500-1%$3.0M$2.9M-$162.3K2026-10-13
MBL Wealth, LLC
INCREASED52,35442,943+9,411+22%$2.4M$2.8M+$402.7K2026-10-22
Studio Investment Management LLC
DECREASED52,10952,576-467-1%$3.0M$2.8M-$159.5K2026-10-22
Focus Financial Network, Inc.
INCREASED52,07950,592+1,487+3%$2.9M$2.8M-$48.1K2026-10-14
Smith Shellnut Wilson LLC
UNCHANGED52,07052,07000%$3.0M$2.8M-$132.8K2026-10-21
Bank of New Hampshire
DECREASED51,99953,625-1,626-3%$3.1M$2.8M-$225.2K2026-10-06
Newman Dignan & Sheerar, Inc.
DECREASED51,68454,612-2,928-5%$3.1M$2.8M-$298.6K2026-10-21
Beacon Financial Group
INCREASED51,22250,487+735+1%$2.9M$2.8M-$88.7K2026-10-19
Avestar Capital, LLC
DECREASED51,22059,521-8,301-14%$3.4M$2.8M-$603.6K2026-10-28
Americana Partners, LLC
INCREASED51,08148,245+2,836+6%$2.7M$2.8M+$31.3K2026-10-28
Meridian Wealth Management, LLC
INCREASED51,03049,890+1,140+2%$2.8M$2.8M-$65.1K2026-11-05
SVB Wealth LLC
DECREASED50,69352,717-2,024-4%$3.0M$2.8M-$244.6K2026-11-06
Sierra Summit Advisors LLC
INCREASED50,46249,273+1,189+2%$2.8M$2.7M-$60.9K2026-10-28
Ascentis Independent Advisors
INCREASED50,394540+49,854+9232%$30.8K$2.7M+$2.7M2026-11-03
Portfolio Design Labs, LLC
INCREASED50,32649,622+704+1%$2.8M$2.7M-$88.2K2026-11-04
Excalibur Management Corp
DECREASED50,32250,449-1270%$2.9M$2.7M-$135.6K2026-11-02
Guardian Investment Management
INCREASED50,28549,770+515+1%$2.8M$2.7M-$98.9K2026-10-23
RFG Advisory, LLC
INCREASED50,20635,373+14,833+42%$2.0M$2.7M+$717.2K2026-11-03
Piscataqua Savings Bank
DECREASED49,99951,661-1,662-3%$2.9M$2.7M-$221.7K2026-10-21
Mitchell & Pahl Private Wealth, LLC
DECREASED49,83951,679-1,840-4%$2.9M$2.7M-$231.9K2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED49,82549,980-1550%$2.8M$2.7M-$135.9K2026-10-23
Brookmont Capital Management
DECREASED49,55163,407-13,856-22%$3.6M$2.7M-$915.9K2026-10-23
MTM Investment Management, LLC
INCREASED49,53949,538+10%$2.8M$2.7M-$126.3K2026-10-30
Atlantic Edge Private Wealth Management, LLC
INCREASED49,43249,092+340+1%$2.8M$2.7M-$106.7K2026-10-20
GoalVest Advisory LLC
INCREASED49,40246,164+3,238+7%$2.6M$2.7M+$58.5K2026-10-02
Gibbs Wealth Management
INCREASED49,11048,467+643+1%$2.8M$2.7M-$88.7K2026-10-22
Harmony Asset Management LLC
DECREASED49,02549,675-650-1%$2.8M$2.7M-$162.1K2026-10-20
AMG National Trust Bank
INCREASED48,87744,072+4,805+11%$2.5M$2.7M+$149.2K2026-11-05
Summit Asset Management, LLC
INCREASED48,75548,674+81+0%$2.8M$2.7M-$119.7K2026-11-05
Apella Capital, LLC
INCREASED48,71847,979+739+2%$2.9M$2.6M-$264.7K2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED48,37849,829-1,451-3%$2.8M$2.6M-$206.0K2026-10-27
Catalyst Financial Partners LLC
INCREASED48,34847,847+501+1%$2.7M$2.6M-$94.7K2026-11-06
Alta Advisers Ltd
INCREASED48,32125,956+22,365+86%$1.5M$2.6M+$1.2M2026-11-02
Nvwm, LLC
INCREASED48,28748,026+261+1%$2.7M$2.6M-$108.3K2026-10-14
Probity Advisors, Inc.
INCREASED48,25648,161+95+0%$2.7M$2.6M-$117.6K2026-10-23
Register Financial Advisors LLC
INCREASED48,17748,041+136+0%$2.7M$2.6M-$115.1K2026-10-23
Inscription Capital, LLC
DECREASED48,01049,797-1,787-4%$2.8M$2.6M-$224.2K2026-11-02
Independence Bank of Kentucky
DECREASED47,80849,888-2,080-4%$2.8M$2.6M-$240.4K2026-10-26
Central Pacific Bank - Trust Division
INCREASED47,73337,135+10,598+29%$2.1M$2.6M+$482.2K2026-10-06
Howard Capital Management, LLC
DECREASED47,64348,108-465-1%$2.7M$2.6M-$148.0K2026-10-16
Washington Trust Bank
INCREASED47,63747,520+117+0%$2.7M$2.6M-$114.8K2026-11-03
VestGen Advisors, LLC
INCREASED47,52847,454+74+0%$2.7M$2.6M-$117.0K2026-10-27
Orange Investment Advisors, Inc.
DECREASED47,26947,649-380-1%$2.7M$2.6M-$142.2K2026-10-23
Investors Asset Management of Georgia Inc
INCREASED47,21347,182+31+0%$2.7M$2.6M-$118.6K2026-10-20
Advisor OS, LLC
DECREASED47,08350,219-3,136-6%$2.9M$2.6M-$298.8K2026-11-03
Wolverine Asset Management LLC
NEW47,037—+47,037——$2.6M—2026-11-02
Weaver Capital Management LLC
DECREASED46,82849,043-2,215-5%$2.4M$2.5M+$158.0K2026-10-15
Wynn Capital, LLC
INCREASED46,59946,444+155+0%$2.6M$2.5M-$110.0K2026-10-13
Jeppson Wealth Management, LLC
DECREASED46,58047,015-435-1%$2.7M$2.5M-$143.5K2026-10-20
Kennedy Investment Group, Inc.
DECREASED46,29247,236-944-2%$2.7M$2.5M-$171.8K2026-10-21
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED46,00048,000-2,000-4%$2.7M$2.5M-$231.3K2026-11-06
3Chopt Investment Partners, LLC
DECREASED45,87846,757-879-2%$2.7M$2.5M-$167.1K2026-10-30
Old Mission Investment Co LLC
DECREASED45,85946,018-1590%$2.6M$2.5M-$126.0K2026-10-22
HMS Capital Management, LLC
INCREASED45,74443,421+2,323+5%$2.5M$2.5M+$15.7K2026-10-20
Clear Harbor Asset Management, LLC
INCREASED45,62238,468+7,154+19%$2.2M$2.5M+$291.3K2026-11-05
NTV Asset Management LLC
DECREASED45,35445,554-2000%$2.6M$2.5M-$127.0K2026-10-23
WealthPlan Investment Management, LLC
INCREASED45,26640,909+4,357+11%$2.3M$2.5M+$132.8K2026-10-15
Visionary Wealth Advisors
DECREASED45,17045,598-428-1%$2.6M$2.5M-$139.6K2026-11-04
CRA Financial Services, LLC
INCREASED44,99944,870+129+0%$2.6M$2.4M-$107.4K2026-10-16
Cane Capital Partners, LLC
DECREASED44,93684,504-39,568-47%$4.8M$2.4M-$2.4M2026-10-23
Everhart Financial Group, Inc.
INCREASED44,76344,011+752+2%$2.5M$2.4M-$71.3K2026-10-08
Chapman Financial Group, LLC
DECREASED44,60344,886-283-1%$2.6M$2.4M-$129.9K2026-10-26
Cumberland Advisors Inc
UNCHANGED44,40044,40000%$2.5M$2.4M-$113.2K2026-10-30
EverSource Wealth Advisors, LLC
INCREASED44,26641,845+2,421+6%$2.4M$2.4M+$25.0K2026-11-04
Facet Wealth, Inc.
INCREASED43,78429,308+14,476+49%$1.7M$2.4M+$713.2K2026-11-04
Falcon Wealth Planning
DECREASED43,64644,208-562-1%$2.5M$2.4M-$143.3K2026-11-06
Catherine Avery Investment Management LLC
DECREASED43,383111,573-68,190-61%$6.4M$2.4M-$4.0M2026-10-14
Angeles Wealth Management, LLC
DECREASED43,28447,290-4,006-8%$2.7M$2.4M-$338.6K2026-10-26
Gratus Wealth Advisors, LLC
DECREASED43,00443,746-742-2%$2.5M$2.3M-$151.9K2026-10-26
55 North Private Wealth, LLC
INCREASED42,61641,468+1,148+3%$2.4M$2.3M-$43.2K2026-10-20
Aspiriant, LLC
INCREASED42,60036,398+6,202+17%$2.1M$2.3M+$244.8K2026-10-16
Chatham Capital Group, Inc.
INCREASED42,56627,856+14,710+53%$1.6M$2.3M+$729.6K2026-10-16
Cardinal Point Capital Management ULC
DECREASED42,53042,876-346-1%$2.4M$2.3M-$128.1K2026-10-21
Altman Advisors, Inc.
DECREASED42,47642,560-840%$2.4M$2.3M-$113.1K2026-11-05
First City Capital Management, Inc.
INCREASED42,39242,316+76+0%$2.4M$2.3M-$103.8K2026-10-27
Soltis Investment Advisors LLC
INCREASED42,34432,163+10,181+32%$1.8M$2.3M+$472.2K2026-10-28
Brady Family Wealth, LLC
INCREASED42,31042,067+243+1%$2.4M$2.3M-$94.1K2026-11-02
Greenfield Savings Bank
INCREASED42,27942,135+144+0%$2.4M$2.3M-$99.6K2026-10-07
Gleason Group, Inc.
DECREASED42,23343,019-786-2%$2.5M$2.3M-$152.5K2026-10-15
Blue Fin Capital, Inc.
DECREASED41,70841,961-253-1%$2.4M$2.3M-$120.8K2026-10-28
Retirement Planning Co of New England, Inc.
DECREASED41,53542,815-1,280-3%$2.4M$2.3M-$178.9K2026-10-15
Flagship Harbor Advisors, LLC
INCREASED41,48641,036+450+1%$2.3M$2.3M-$80.2K2026-10-26
Aljian Capital Management, LLC
DECREASED41,28741,461-1740%$2.4M$2.2M-$115.2K2026-10-28
Supplemental Annuity Collective Trust of NJ
DECREASED41,14841,875-727-2%$2.4M$2.2M-$146.4K2026-11-02
E&G Advisors, LLC
UNCHANGED41,02341,02300%$2.3M$2.2M-$104.6K2026-10-13
Diversified Enterprises, LLC
INCREASED40,95431,851+9,103+29%$1.8M$2.2M+$414.2K2026-10-19
Westside Investment Management, Inc.
DECREASED40,93241,432-500-1%$2.4M$2.2M-$139.9K2026-11-02
Pinnacle Bancorp, Inc.
DECREASED40,90949,711-8,802-18%$2.8M$2.2M-$605.8K2026-10-21
Investment Advisory Services Inc
INCREASED40,71140,668+43+0%$2.3M$2.2M-$101.3K2026-10-27
Torrey Growth & Income Advisors
DECREASED40,67240,702-300%$2.3M$2.2M-$96.0K2026-11-04
CFS Investment Advisory Services, LLC
INCREASED40,56038,443+2,117+6%$2.3M$2.2M-$63.9K2026-10-19
Global Financial Private Client, LLC
INCREASED40,40840,256+152+0%$2.3M$2.2M-$94.3K2026-10-15
Cache Advisors, LLC
INCREASED40,3798,436+31,943+379%$480.7K$2.2M+$1.7M2026-10-16
Burke & Herbert Bank & Trust Co
UNCHANGED39,57939,57900%$2.3M$2.2M-$100.9K2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED39,53238,890+642+2%$2.2M$2.2M-$64.2K2026-10-19
Carnegie Lake Advisors LLC
DECREASED39,48140,672-1,191-3%$2.3M$2.1M-$168.5K2026-11-06
Formidable Asset Management, LLC
DECREASED39,47640,572-1,096-3%$2.0M$2.2M+$271.5K2026-11-03
Woodward Diversified Capital, LLC
DECREASED39,45839,668-210-1%$2.3M$2.1M-$112.6K2026-10-21
Sky Investment Group LLC
INCREASED39,18617,249+21,937+127%$982.9K$2.1M+$1.2M2026-10-30
Toth Financial Advisory Corp
INCREASED39,04231,144+7,898+25%$1.8M$2.1M+$350.5K2026-10-08
Spire Wealth Management
DECREASED38,99143,312-4,321-10%$2.5M$2.1M-$345.6K2026-10-30
Castle Rock Wealth Management, LLC
INCREASED38,86716,111+22,756+141%$940.2K$2.1M+$1.2M2026-10-09
Brown, Lisle Ings, Inc.
DECREASED38,68339,243-560-1%$2.2M$2.1M-$130.6K2026-10-16
Lebenthal Global Advisors, LLC
DECREASED38,52943,385-4,856-11%$2.5M$2.1M-$375.0K2026-10-28
Bison Wealth, LLC
INCREASED38,52233,901+4,621+14%$2.0M$2.1M+$71.9K2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED38,34834,103+4,245+12%$1.9M$2.1M+$144.1K2026-10-16
Tlwm
DECREASED38,32438,377-530%$2.2M$2.1M-$100.7K2026-10-09
FSM Wealth Advisors, LLC
DECREASED38,29738,558-261-1%$2.2M$2.1M-$143.9K2026-10-27
Atlas Brown,Inc.
DECREASED38,29738,535-238-1%$2.2M$2.1M-$111.2K2026-10-09
Boomfish Wealth Group, LLC
DECREASED38,04938,180-1310%$2.2M$2.1M-$104.5K2026-10-22
Kessler Investment Group, LLC
DECREASED37,92737,993-660%$2.2M$2.1M-$100.5K2026-10-08
Clear Wave Wealth Management LLC
INCREASED37,85137,737+114+0%$2.2M$2.1M-$90.0K2026-11-04
Lazard Freres Gestion S.A.S.
UNCHANGED37,83637,83600%$2.2M$2.1M-$96.0K2026-11-03
Cooper Financial Group
INCREASED37,66926,332+11,337+43%$1.5M$2.1M+$549.9K2026-10-07
Breakwater Capital Group
DECREASED37,60838,628-1,020-3%$2.2M$2.0M-$154.0K2026-10-09
KTF Investments, LLC
DECREASED37,55141,751-4,200-10%$2.4M$2.0M-$335.1K2026-10-23
Kelleher Financial Advisors
DECREASED37,47575,300-37,825-50%$4.3M$2.0M-$2.3M2026-10-30
BIP Wealth, LLC
INCREASED37,34636,416+930+3%$2.1M$2.0M-$42.2K2026-10-22
Legacy Advisors, LLC
DECREASED37,22345,115-7,892-17%$2.6M$2.0M-$544.6K2026-10-19
Lodestone Wealth Management LLC
DECREASED37,14937,896-747-2%$2.2M$2.0M-$137.3K2026-10-14
Community Bank & Trust, Waco, Texas
INCREASED37,10331,240+5,863+19%$1.8M$2.0M+$240.0K2026-10-19
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED36,83236,83200%$2.1M$2.0M-$93.9K2026-11-06
Bernicke Wealth Management, Ltd.
DECREASED36,78837,416-628-2%$2.1M$2.0M-$129.6K2026-11-06
Howland Capital Management LLC
DECREASED36,76536,836-710%$2.1M$2.0M-$97.8K2026-10-22
American Capital Advisory, LLC
DECREASED36,57536,934-359-1%$2.1M$2.0M-$113.7K2026-10-28
KPP Advisory Services LLC
DECREASED36,53243,806-7,274-17%$2.5M$2.0M-$507.6K2026-10-26
Teza Capital Management LLC
INCREASED36,39134,480+1,911+6%$2.0M$2.0M+$16.1K2026-10-23
Appleton Partners Inc
DECREASED36,21536,745-530-1%$2.1M$2.0M-$123.0K2026-10-30
Lake Street Private Wealth, LLC
DECREASED36,20836,593-385-1%$2.1M$2.0M-$114.3K2026-10-22
Herold Advisors, Inc.
DECREASED36,16936,404-235-1%$2.1M$2.0M-$99.3K2026-10-19
Csenge Advisory Group
INCREASED36,07531,896+4,179+13%$1.8M$2.0M+$146.1K2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED36,01836,096-780%$2.1M$2.0M-$96.3K2026-10-19
First Horizon Corp
INCREASED35,87729,015+6,862+24%$1.7M$2.0M+$299.5K2026-10-26
Next Level Private LLC
INCREASED35,85929,987+5,872+20%$1.7M$2.0M+$243.2K2026-10-20
Diligent Investors, LLC
DECREASED35,84136,701-860-2%$2.1M$2.0M-$140.4K2026-10-21
CX Institutional
INCREASED35,75434,279+1,475+4%$2.0M$1.9K-$2.0M2026-10-02
Trek Financial, LLC
INCREASED35,69817,787+17,911+101%$1.0M$1.9M+$929.5K2026-10-29
Oak Thistle LLC
NEW35,571—+35,571——$1.9M—2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED35,33435,619-285-1%$2.2M$1.8M-$405.5K2026-10-21
EPG Wealth Management LLC
DECREASED35,31735,658-341-1%$2.0M$1.9M-$109.5K2026-11-03
Busey Bank
DECREASED35,15637,240-2,084-6%$2.1M$1.9M-$208.4K2026-10-26
SkyOak Wealth, LLC
INCREASED35,11933,987+1,132+3%$1.9M$1.9M-$25.0K2026-10-28
Mindset Wealth Management, LLC
INCREASED35,04910,563+24,486+232%$601.9K$1.9M+$1.3M2026-10-19
Mill Capital Management, LLC
DECREASED34,95235,645-693-2%$2.0M$1.9M-$128.6K2026-10-26
Orca Wealth Management, LLC
DECREASED34,93735,087-1500%$2.0M$1.9M-$97.7K2026-10-14
StoneX Group Inc.
INCREASED34,87434,108+766+2%$1.9M$1.9M-$34.2K2026-11-03
Personal CFO Solutions, LLC
DECREASED34,86939,972-5,103-13%$2.3M$1.9M-$379.7K2026-11-06
Aviance Capital Partners, LLC
INCREASED34,79634,769+27+0%$2.0M$1.9M-$87.2K2026-10-29
Baxter Bros Inc
INCREASED34,74733,732+1,015+3%$1.9M$1.9M-$30.8K2026-11-04
Clifford Swan Investment Counsel LLC
DECREASED34,67935,741-1,062-3%$2.0M$1.9M-$148.9K2026-11-05
Versant Capital Management, Inc
INCREASED34,62833,507+1,121+3%$1.9M$1.9M-$24.4K2026-10-02
Davis Investment Partners, LLC
INCREASED34,61834,606+12+0%$2.0M$1.9M-$87.6K2026-11-05
Patten Group, Inc.
INCREASED34,48334,100+383+1%$1.9M$1.9M-$66.1K2026-10-26
Aspen Investment Management Inc
INCREASED34,45134,239+212+1%$2.0M$1.9M-$76.0K2026-11-05
Decker Wealth Management LLC
INCREASED34,43332,142+2,291+7%$1.8M$1.9M+$42.8K2026-10-09
Sarasin & Partners LLP
INCREASED34,40033,800+600+2%$1.9M$1.9M-$53.5K2026-10-13
Concord Wealth Partners
INCREASED34,39434,072+322+1%$1.9M$1.9M-$69.4K2026-11-02
Fee-Only Financial Planning, L.C.
UNCHANGED34,31734,31700%$2.0M$1.9M-$87.5K2026-10-23
Purkiss Capital Advisors LLC
DECREASED34,24034,866-626-2%$2.0M$1.9M-$123.0K2026-11-06
Little House Capital LLC
INCREASED34,22233,179+1,043+3%$1.9M$1.9M-$27.8K2026-11-06
Johnson & White Wealth Management, LLC
INCREASED33,99233,894+98+0%$1.9M$1.9M-$81.0K2026-11-03
Petros Family Wealth, LLC
INCREASED33,80931,772+2,037+6%$1.8M$1.8M+$29.9K2026-10-28
Trust Point Inc.
NEW33,792—+33,792——$1.8M—2026-10-27
Princeton Capital Management LLC
DECREASED33,70733,868-1610%$1.9M$1.8M-$95.1K2026-10-27
CoreCap Advisors, LLC
INCREASED33,67133,522+149+0%$1.9M$1.8M-$77.4K2026-10-08
Argentarii, LLC
DECREASED33,64833,651-30%$2.2M$1.8M-$322.2K2026-10-28
Lakeshore Capital Group, Inc.
INCREASED33,64215,883+17,759+112%$905.0K$1.8M+$926.1K2026-10-20
Oarsman Capital, Inc.
DECREASED33,63940,772-7,133-17%$2.3M$1.8M-$492.2K2026-11-05
Winthrop Advisory Group LLC
DECREASED33,60934,063-454-1%$1.9M$1.8M-$111.5K2026-10-22
Capital Squared Financial LLC
DECREASED33,55933,760-201-1%$1.9M$1.8M-$97.0K2026-10-30
Allen Capital Group, LLC
INCREASED33,30133,072+229+1%$1.9M$1.8M-$71.9K2026-10-27
West Wealth Group, LLC
INCREASED33,2969,910+23,386+236%$564.7K$554.1K-$10.6K2026-10-14
WBH Advisory Inc
INCREASED33,29533,275+20+0%$1.9M$1.8M-$83.7K2026-11-05
Fragasso Financial Advisors Inc
DECREASED33,22539,523-6,298-16%$2.3M$1.8M-$447.3K2026-10-13
Integral Investment Advisors, Inc.
INCREASED33,07032,513+557+2%$1.9M$1.8M-$52.6K2026-11-03
Canopy Partners, LLC
DECREASED33,06933,466-397-1%$1.9M$1.8M-$106.9K2026-10-28
Parr Mcknight Wealth Management Group, LLC
DECREASED32,86135,491-2,630-7%$2.0M$1.8M-$233.7K2026-10-30
Tempus Wealth Planning, LLC
INCREASED32,81531,921+894+3%$1.8M$1.8M-$32.7K2026-10-14
Washington Growth Strategies LLC
UNCHANGED32,74932,74900%$1.9M$1.8M-$83.5K2026-10-19
Etesian Wealth Advisors, Inc.
DECREASED32,43632,616-180-1%$1.9M$1.8M-$93.0K2026-10-27
Sage Investment Counsel LLC
INCREASED32,30332,279+24+0%$1.8M$1.8M-$81.0K2026-10-26
PW Nova Financial Services LLC
DECREASED32,30234,649-2,347-7%$2.0M$1.8M-$216.1K2026-10-15
Resonant Capital Advisors, LLC
INCREASED32,09331,347+746+2%$1.8M$1.7M-$39.3K2026-10-15
BCV Asset Management Inc.
DECREASED32,02637,830-5,804-15%$2.2M$1.8M-$443.8K2026-11-06
McGlone Suttner Wealth Management, Inc.
INCREASED31,91631,740+176+1%$1.8M$1.7M-$71.4K2026-10-13
Welch Group, LLC
INCREASED31,90131,739+162+1%$1.8M$1.7M-$72.1K2026-10-29
TritonPoint Partners, LLC
DECREASED31,86960,412-28,543-47%$3.4M$1.7M-$1.7M2026-11-05
Duncker Streett & Co Inc
DECREASED31,57331,856-283-1%$1.8M$1.7M-$96.6K2026-10-27
Tortuga Wealth Management, Inc
DECREASED31,40131,990-589-2%$1.8M$1.7M-$113.3K2026-10-27
PDS Planning, Inc
INCREASED31,37631,074+302+1%$1.8M$1.7M-$62.8K2026-11-03
Silverlake Wealth Management LLC
INCREASED31,14331,050+93+0%$1.8M$1.7M-$74.1K2026-10-21
Mechanics Bank Trust Department
DECREASED31,12231,677-555-2%$1.8M$1.7M-$111.0K2026-10-13
Clear Creek Financial Management, LLC
INCREASED30,98627,631+3,355+12%$1.6M$1.7M+$112.1K2026-10-28
Whelan Financial
INCREASED30,98428,820+2,164+8%$1.6M$1.7M+$44.3K2026-10-28
Compass Financial Management LLC
INCREASED30,97330,227+746+2%$1.9M$1.7M-$189.9K2026-10-30
Ashton Thomas Securities, LLC
DECREASED30,91033,010-2,100-6%$1.9M$1.7M-$182.4K2026-10-26
Blue Jean Financial LLC
INCREASED30,75429,860+894+3%$1.7M$1.7M-$27.5K2026-10-20
VCI Wealth Management LLC
DECREASED30,69637,355-6,659-18%$2.1M$1.7M-$457.7K2026-10-29
Archer Investment Corp
INCREASED30,68429,400+1,284+4%$1.7M$1.7M-$5.0K2026-11-05
Strategic Advisors LLC
INCREASED30,51230,487+25+0%$1.7M$1.7M-$76.4K2026-10-13
Accredited Investors Inc.
DECREASED30,38530,566-181-1%$1.7M$1.7M-$87.8K2026-11-03
Axxion S.A.
UNCHANGED30,13630,13600%$1.7M$1.6M-$76.8K2026-10-22
Chapin Davis, Inc.
DECREASED30,12730,798-671-2%$1.8M$1.6M-$115.1K2026-10-09
Tectonic Advisors LLC
DECREASED30,10230,881-779-3%$1.8M$1.6M-$121.1K2026-10-22
Asset Dedication, LLC
DECREASED30,03931,334-1,295-4%$1.8M$1.6M-$150.4K2026-11-03
ANB Bank
DECREASED30,01832,058-2,040-6%$1.8M$1.6M-$192.8K2026-10-09
Ayalon Insurance Comp Ltd.
UNCHANGED30,00930,00900%$1.7M$1.6M-$77.0K2026-10-08
Connecticut Wealth Management, LLC
DECREASED29,86832,049-2,181-7%$1.8M$1.6M-$200.4K2026-10-13
Central Valley Advisors, LLC
DECREASED29,86432,864-3,000-9%$1.9M$1.6M-$247.1K2026-10-27
Third View Private Wealth, LLC
INCREASED29,66428,240+1,424+5%$1.6M$1.6M+$5.5K2026-10-30
Cullen Investment Group, Ltd.
DECREASED29,53129,797-266-1%$1.7M$1.6M-$86.0K2026-10-13
IPG Investment Advisors LLC
INCREASED29,50329,355+148+1%$1.7M$1.6M-$66.8K2026-10-30
Athena Wealth Management, LLC
INCREASED29,38527,764+1,621+6%$1.6M$1.6M+$17.5K2026-10-09
Wealth Architects, LLC
DECREASED29,32629,454-1280%$1.7M$1.6M-$82.1K2026-11-03
Patriot Financial Group Insurance Agency, LLC
DECREASED29,12031,774-2,654-8%$1.8M$1.6M-$204.8K2026-10-14
MFG Wealth Management, Inc.
DECREASED29,05229,231-179-1%$1.7M$1.6M-$84.3K2026-10-09
China Universal Asset Management Co., Ltd.
INCREASED29,03626,531+2,505+9%$1.5M$1.6M+$84.1K2026-10-28
Black Diamond Financial, LLC
INCREASED29,01626,610+2,406+9%$1.5M$1.6M+$63.1K2026-10-26
Cassaday & Co Wealth Management LLC
INCREASED28,91728,070+847+3%$1.6M$1.6M-$25.5K2026-10-27
Whalen Wealth Management Inc.
DECREASED28,82828,935-1070%$1.6M$1.6M-$79.6K2026-10-08
Curbstone Financial Management Corp
INCREASED28,78028,180+600+2%$1.6M$1.6M-$39.2K2026-10-21
SAX Wealth Advisors, LLC
INCREASED28,69120,209+8,482+42%$985.2K$1.6M+$576.5K2026-10-13
Cornerstone Advisory, LLC
INCREASED28,61926,935+1,684+6%$1.5M$1.6M+$22.9K2026-11-06
Earned Wealth Advisors, LLC
INCREASED28,58427,067+1,517+6%$1.5M$1.6M+$13.6K2026-11-06
Curated Wealth Partners LLC
INCREASED28,57812,051+16,527+137%$686.7K$1.6M+$868.8K2026-10-15
EagleClaw Capital Managment, LLC
DECREASED28,57535,900-7,325-20%$2.0M$1.6M-$490.2K2026-11-06
Concord Asset Management, LLC
INCREASED28,52628,063+463+2%$1.6M$1.6M-$46.4K2026-11-02
First National Bank Sioux Falls
DECREASED28,41828,646-228-1%$1.5M$1.5M+$13.9K2026-10-13
SeaCrest Wealth Management, LLC
INCREASED28,39128,240+151+1%$1.6M$1.5M-$63.8K2026-10-21
Armstrong Advisory Group, Inc
INCREASED28,36728,350+17+0%$1.6M$1.5M-$71.4K2026-10-09
Hilltop National Bank
INCREASED28,33626,916+1,420+5%$1.5M$1.5M+$8.7K2026-10-14
Ignite Planners, LLC
INCREASED28,16927,235+934+3%$1.6M$1.5M-$9.5K2026-10-14
Titleist Asset Management, LLC
DECREASED28,16128,897-736-3%$1.6M$1.5M-$113.8K2026-10-08
Elyxium Wealth, LLC
INCREASED28,11026,514+1,596+6%$1.5M$1.5M+$19.3K2026-10-27
Consilium Wealth Advisory, LLC
INCREASED28,08724,926+3,161+13%$1.4M$1.5M+$108.5K2026-10-14
Cascade Investment Advisors, Inc.
INCREASED27,97427,494+480+2%$1.6M$1.5M-$44.0K2026-11-02
Sunpointe, LLC
DECREASED27,96130,312-2,351-8%$1.7M$1.5M-$205.3K2026-10-22
Avity Investment Management Inc.
DECREASED27,90028,900-1,000-3%$1.6M$1.5M-$128.1K2026-10-09
Smith Thornton Advisors LLC
INCREASED27,80227,801+10%$1.7M$1.5M-$140.9K2026-10-16
Triad Wealth Partners, LLC
DECREASED27,76228,037-275-1%$1.8M$1.5M-$240.7K2026-10-26
TMB Capital Partners, LLC
DECREASED27,71027,878-168-1%$1.6M$1.5M-$80.2K2026-10-20
Alpha Omega Wealth Management LLC
INCREASED27,62526,734+891+3%$1.5M$1.5M-$19.7K2026-10-23
Conning Inc.
DECREASED27,60029,722-2,122-7%$1.7M$1.5M-$191.3K2026-10-27
Vanguard Capital Wealth Advisors
DECREASED27,58728,181-594-2%$1.6M$1.5M-$104.2K2026-10-16
Cassia Capital Partners, LLC
DECREASED27,48927,882-393-1%$1.6M$1.5M-$92.5K2026-11-04
Magnus Financial Group LLC
INCREASED27,45024,597+2,853+12%$1.4M$1.5M+$92.5K2026-10-21
Channing Global Advisors, LLC
INCREASED27,38626,102+1,284+5%$1.5M$1.5M+$3.3K2026-11-03
Oslo Pensjonsforsikring AS
DECREASED27,34129,615-2,274-8%$1.7M$1.5M-$199.3K2026-10-15
CMG Global Holdings, LLC
DECREASED27,26028,096-836-3%$1.6M$1.5M-$117.1K2026-10-14
Sound Income Strategies, LLC
DECREASED27,08427,199-1150%$1.5M$1.5M-$97.8K2026-10-09
Corundum Group, Inc.
INCREASED27,07224,897+2,175+9%$1.4M$1.5M+$54.9K2026-10-28
Iams Wealth Management, LLC
DECREASED27,05631,516-4,460-14%$1.8M$1.5M-$323.1K2026-10-15
Nations Financial Group Inc,
INCREASED26,99726,751+246+1%$1.5M$1.5M-$54.8K2026-11-05
Blueprint Investment Partners LLC
DECREASED26,89729,501-2,604-9%$1.7M$1.5M-$216.9K2026-10-28
Millennium Capital Advisors, LLC
DECREASED26,87426,887-130%$1.5M$1.5M-$69.3K2026-10-16
BigSur Wealth Management LLC
DECREASED26,85031,850-5,000-16%$1.8M$1.5M-$353.4K2026-10-13
Themes Management Co LLC
INCREASED26,79116,971+9,820+58%$967.0K$1.5M+$491.2K2026-10-29
Augustine Asset Management Inc
INCREASED26,71124,778+1,933+8%$1.4M$1.5M+$42.0K2026-10-13
Nicholas Wealth, Llc.
INCREASED26,63125,130+1,501+6%$1.4M$1.4M+$17.7K2026-10-26
Alliance Private Wealth, LLC
DECREASED26,50129,831-3,330-11%$1.7M$1.4M-$257.3K2026-10-20
Rossmore Private Capital
DECREASED26,48426,734-250-1%$1.5M$1.4M-$81.8K2026-10-27
Buckhead Capital Management LLC
DECREASED26,46926,569-1000%$1.5M$1.4M-$73.2K2026-11-03
Brummer Multi-Strategy AB
NEW26,370—+26,370——$1.4M—2026-10-27
Bryn Mawr Trust Advisors, LLC
INCREASED26,33025,602+728+3%$1.5M$1.4M-$25.7K2026-11-04
Wellington Grp LLC
INCREASED26,32717,488+8,839+51%$996.5K$1.4M+$436.5K2026-11-06
Cypress Capital Group
DECREASED26,18126,405-224-1%$1.5M$1.4M-$79.5K2026-11-03
Eddie Patel Inc
NEW26,173—+26,173——$1.4M—2026-11-02
Oakworth Capital, Inc.
UNCHANGED26,11826,11800%$1.5M$1.4M-$81.1K2026-10-26
Riverbend Wealth Management, LLC
INCREASED26,06525,953+112+0%$1.5M$1.4M-$60.1K2026-10-15
Sweeney & Michel, LLC
DECREASED25,95828,505-2,547-9%$1.8M$1.4M-$387.7K2026-10-16
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED25,92925,92900%$1.5M$1.4M-$66.1K2026-10-26
Colonial River Investments, LLC
DECREASED25,86027,247-1,387-5%$1.6M$1.4M-$145.0K2026-10-19
Contravisory Investment Management, Inc.
INCREASED25,72824,390+1,338+5%$1.4M$1.4M+$10.6K2026-10-13
Tobam
INCREASED25,6568,058+17,598+218%$459.0K$1.4M+$937.0K2026-11-03
Community Bank, N.A.
INCREASED25,46224,448+1,014+4%$1.4M$1.4M-$6.9K2026-11-06
Spirit of America Management Corp
UNCHANGED25,35025,35000%$1.4M$1.4M-$64.6K2026-10-14
Hendershot Investments Inc.
UNCHANGED25,30325,30300%$1.4M$1.4M-$64.5K2026-11-05
Arjuna Capital
NEW25,202—+25,202——$1.4M—2026-11-03
Westover Capital Advisors, LLC
INCREASED24,97721,259+3,718+17%$1.2M$1.4M+$148.2K2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED24,83724,929-920%$1.4M$1.4M-$68.6K2026-10-09
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED24,82624,965-139-1%$1.4M$1.4M-$71.2K2026-11-03
First Premier Bank
DECREASED24,79525,080-285-1%$1.4M$1.3M-$78.0K2026-10-13
Covenant Asset Management, LLC
INCREASED24,69723,672+1,025+4%$1.3M$1.3M-$4.6K2026-10-14
Meadow Creek Wealth Advisors LLC
INCREASED24,66822,930+1,738+8%$1.3M$1.3M+$36.1K2026-11-02
Klingman & Associates, LLC
INCREASED24,16219,566+4,596+23%$1.1M$1.3M+$200.3K2026-10-20
Independent Investors Inc
DECREASED24,08024,580-500-2%$1.4M$1.3M-$89.9K2026-10-30
McLean Asset Management Corp
DECREASED24,06424,242-178-1%$1.5M$1.2M-$304.4K2026-11-06
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED23,94925,444-1,495-6%$1.4M$1.3M-$146.2K2026-10-15
Childress Capital Advisors, LLC
INCREASED23,93323,362+571+2%$1.3M$1.3M-$28.5K2026-10-28
Palacios Wealth Management, LLC
UNCHANGED23,85823,85800%$1.4M$1.3M-$60.8K2026-11-04
Evansbrook LLC
UNCHANGED23,85423,85400%$1.4M$1.3M-$60.8K2026-10-16
Pinion Investment Advisors, LLC
INCREASED23,77322,731+1,042+5%$1.3M$1.3M-$1.2K2026-11-04
Confluence Wealth Services, Inc.
DECREASED23,73025,650-1,920-7%$1.5M$1.3M-$169.9K2026-11-05
Golden Reserve Retirement LLC
INCREASED23,68721,981+1,706+8%$1.3M$1.3M+$36.8K2026-11-02
Barrett & Company, Inc.
INCREASED23,64421,916+1,728+8%$1.2M$1.3M+$38.2K2026-10-22
Signal Advisors Wealth, LLC
INCREASED23,63221,827+1,805+8%$1.2M$1.3M+$42.6K2026-10-13
Shayne & Jacobs, LLC
UNCHANGED23,53923,53900%$1.3M$1.3M-$60.0K2026-10-21
Interchange Capital Partners, LLC
INCREASED23,49422,552+942+4%$1.3M$1.3M-$6.2K2026-10-28
SmartHarvest Portfolios, LLC
DECREASED23,44025,895-2,455-9%$1.5M$1.3M-$199.7K2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED23,37326,624-3,251-12%$1.5M$1.3M-$244.8K2026-10-28
North Forty Two & Co.
DECREASED23,35124,001-650-3%$1.4M$1.3M-$96.6K2026-10-19
Naples Global Advisors, LLC
DECREASED23,34823,899-551-2%$1.4M$1.3M-$90.9K2026-11-05
Souders Financial Advisors
DECREASED23,34123,502-161-1%$1.3M$1.3M-$68.7K2026-11-03
Murphy Pohlad Asset Management LLC
INCREASED23,21523,164+51+0%$1.3M$1.3M-$56.3K2026-10-22
High Net Worth Advisory Group LLC
INCREASED23,17222,972+200+1%$1.3M$1.3M-$47.7K2026-10-26
Uncommon Cents Investing Inc
INCREASED23,14322,986+157+1%$1.3M$1.3M-$50.1K2026-10-20
Hickory Point Bank & Trust
DECREASED23,10723,487-380-2%$1.3M$1.3M-$80.6K2026-10-01
Sentinel Trust Co LBA
INCREASED23,09122,900+191+1%$1.3M$1.3M-$48.0K2026-11-03
Kavar Capital Partners Group, LLC
INCREASED23,08422,255+829+4%$1.3M$1.3M-$11.6K2026-11-06
Benchmark Financial Wealth Advisors, LLC
INCREASED23,07122,481+590+3%$1.3M$1.3M-$25.2K2026-10-20
Deseret Mutual Benefit Administrators
DECREASED22,96024,897-1,937-8%$1.4M$1.2M-$168.9K2026-11-04
Trust Co of the South
DECREASED22,91923,524-605-3%$1.3M$1.2M-$92.9K2026-10-21
Navigation Group, LLC
INCREASED22,85922,608+251+1%$1.3M$1.2M-$44.0K2026-10-28
Fiduciary Advisors, Inc.
UNCHANGED22,82622,82600%$1.3M$1.2M-$58.2K2026-10-16
Physicians Financial Services, Inc.
DECREASED22,81922,994-175-1%$1.3M$1.2M-$68.0K2026-11-04
Bigelow Investment Advisors, LLC
INCREASED22,79421,774+1,020+5%$1.2M$1.2M-$62026-10-13
LexAurum Advisors, LLC
INCREASED22,64322,207+436+2%$1.3M$1.2M-$32.9K2026-10-19
Traynor Capital Management, Inc.
DECREASED22,55423,488-934-4%$1.3M$1.2M-$110.7K2026-10-29
tru Independence LLC
INCREASED22,52818,645+3,883+21%$1.1M$1.2M+$163.8K2026-10-20
Golden State Wealth Management, LLC
INCREASED22,49719,621+2,876+15%$1.1M$1.2M+$106.5K2026-11-02
Platform Technology Partners
INCREASED22,26021,820+440+2%$1.2M$1.2M-$31.7K2026-11-02
Hohimer Wealth Management, LLC
INCREASED22,11521,147+968+5%$1.2M$1.2M-$1.2K2026-11-04
Bfsg, LLC
INCREASED22,09220,655+1,437+7%$1.2M$1.2M+$25.5K2026-10-30
Valmark Advisers, Inc.
INCREASED22,08021,213+867+4%$1.2M$1.2M-$6.9K2026-11-06
Arkfeld Wealth Strategies, L.L.C.
DECREASED21,98422,639-655-3%$1.4M$1.2M-$179.5K2026-10-19
J.Safra Asset Management Corp
INCREASED21,97621,846+130+1%$1.2M$1.2M-$48.6K2026-11-03
Root Financial Partners, LLC
INCREASED21,96516,151+5,814+36%$920.3K$1.2M+$275.3K2026-10-21
Dorato Capital Management
INCREASED21,96319,957+2,006+10%$1.2M$1.2M-$15.4K2026-10-08
Roman Butler Fullerton & Co
DECREASED21,92123,458-1,537-7%$1.4M$1.1M-$291.1K2026-10-27
First Affirmative Financial Network
NEW21,893—+21,893——$1.2M—2026-10-21
Archford Capital Strategies, LLC
INCREASED21,8318,688+13,143+151%$495.0K$1.2M+$693.2K2026-10-19
Insight Advisors, LLC/ PA
DECREASED21,73721,892-155-1%$1.2M$1.2M-$64.2K2026-10-22
Arvest Investments, Inc.
INCREASED21,64721,625+22+0%$1.2M$1.2M-$53.9K2026-10-21
Evolution Wealth Advisors, LLC
INCREASED21,53518,859+2,676+14%$1.1M$1.2M+$97.6K2026-11-03
West Paces Advisors Inc.
DECREASED21,48822,099-611-3%$1.3M$1.2M-$89.6K2026-10-13
Aurora Private Wealth, Inc.
DECREASED21,37322,179-806-4%$1.3M$1.2M-$101.0K2026-10-20
Sepio Capital, LP
DECREASED21,30424,985-3,681-15%$1.4M$1.2M-$264.0K2026-10-22
Larry Mathis Financial Planning, LLC
DECREASED21,26122,663-1,402-6%$1.3M$1.2M-$134.1K2026-10-26
Crew Capital Management, Ltd
INCREASED21,19820,487+711+3%$1.2M$1.2M-$13.5K2026-10-28
Fishman JAY A LTD
UNCHANGED21,14221,14200%$1.2M$1.2M-$53.9K2026-10-26
Trilogy Capital Inc.
INCREASED21,09219,684+1,408+7%$1.1M$1.1M+$26.4K2026-10-20
Natural Investments, LLC
DECREASED21,04021,992-952-4%$1.3M$1.1M-$107.8K2026-11-06
Skyline Advisors, Inc.
INCREASED20,99620,993+3+0%$1.2M$1.1M-$53.4K2026-11-03
AdvisorNet Financial, Inc
INCREASED20,82319,321+1,502+8%$1.1M$1.1M-$30.8K2026-10-15
Parisi Gray Wealth Management
INCREASED20,79820,783+15+0%$1.2M$1.1M-$52.2K2026-10-16
Bell Bank
INCREASED20,77020,496+274+1%$1.2M$1.1M-$37.4K2026-10-21
Kanawha Capital Management LLC
DECREASED20,72620,910-184-1%$1.2M$1.1M-$63.3K2026-10-19
Leisure Capital Management
INCREASED20,72220,140+582+3%$1.1M$1.1M-$19.7K2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED20,70020,652+48+0%$1.2M$1.1M-$50.1K2026-10-14
Wealth Effects LLC
INCREASED20,69720,647+50+0%$1.2M$1.1M-$49.9K2026-10-23
Peoples Bank
DECREASED20,65321,410-757-4%$1.2M$1.1M-$95.8K2026-10-26
WealthTrust Asset Management, LLC
DECREASED20,63122,656-2,025-9%$1.3M$1.1M-$168.0K2026-10-22
American National Bank & Trust
DECREASED20,58721,046-459-2%$1.2M$1.1M-$78.6K2026-10-07
United Advisor Group, LLC
INCREASED20,50619,404+1,102+6%$1.1M$1.1M+$10.5K2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED20,50520,50500%$1.2M$1.1M-$52.3K2026-10-14
Brady Martz Wealth Solutions, LLC
DECREASED20,47721,639-1,162-5%$1.2M$1.1M-$118.4K2026-11-05
Clark Wealth Partners
DECREASED20,38620,441-550%$1.2M$1.1M-$55.1K2026-10-19
Aire Advisors, LLC
DECREASED20,28120,424-143-1%$1.2M$1.1M-$59.9K2026-10-22
RMR Wealth Builders
INCREASED20,26415,896+4,368+27%$905.8K$1.1M+$197.2K2026-10-22
Income Insurance Ltd
DECREASED20,22121,021-800-4%$1.2M$1.1M-$97.1K2026-10-21
Wendell David Associates Inc
UNCHANGED20,17320,17300%$1.1M$1.1M-$51.0K2026-10-27
B.A. Schrock Wealth Management, Inc.
NEW20,129—+20,129——$1.1M—2026-10-15
Renasant Bank
DECREASED20,12720,327-200-1%$1.2M$1.1M-$62.7K2026-11-05
Gemmer Asset Management LLC
DECREASED20,06420,344-280-1%$1.2M$1.1M-$67.1K2026-10-16
Abundance Wealth Counselors
DECREASED20,06020,625-565-3%$1.2M$1.1M-$83.3K2026-10-26
Heritage Wealth Management, Inc.
DECREASED20,03820,209-171-1%$1.2M$1.1M-$60.8K2026-10-28
Councilmark Asset Management, LLC
UNCHANGED20,01420,01400%$1.1M$1.1M-$51.0K2026-10-20
Citadel Investment Advisory, Inc.
DECREASED19,94020,560-620-3%$1.2M$1.1M-$87.0K2026-10-15
Beverly Hills Private Wealth, LLC
INCREASED19,93019,608+322+2%$1.1M$1.1M-$32.5K2026-11-04
Anchyra Partners LLC
INCREASED19,84018,893+947+5%$1.1M$1.1M+$3.4K2026-10-13
Gen-Wealth Partners Inc
INCREASED19,80417,500+2,304+13%$997.1K$1.1M+$80.8K2026-11-04
Relyea Zuckerberg Hanson LLC
INCREASED19,77918,956+823+4%$1.1M$1.1M-$3.5K2026-10-20
Baker Tilly Wealth Management, LLC
DECREASED19,76320,694-931-4%$1.2M$1.1M-$103.4K2026-10-05
MSH Capital Advisors LLC
INCREASED19,75818,791+967+5%$1.1M$1.1M+$4.7K2026-11-03
Revolve Wealth Partners, LLC
DECREASED19,73220,440-708-3%$1.2M$1.1M-$90.7K2026-10-23
Procyon Advisors, LLC
DECREASED19,70320,282-579-3%$1.2M$1.1M-$83.2K2026-10-21
Victory Financial Group, LLC
INCREASED19,69115,279+4,412+29%$870.6K$1.1M+$201.2K2026-10-27
New Wave Wealth Advisors LLC
DECREASED19,66520,467-802-4%$1.2M$1.1M-$105.1K2026-10-19
Provenance Wealth Advisors, LLC
INCREASED19,6414,953+14,688+297%$282.2K$1.1M+$786.8K2026-10-30
Emprise Bank
UNCHANGED19,63519,63500%$1.1M$1.1M-$50.1K2026-10-07
Opinicus Capital, Inc.
INCREASED19,61819,514+104+1%$1.1M$1.1M-$44.1K2026-10-28
Hollow Brook Wealth Management LLC
UNCHANGED19,59819,59800%$1.1M$1.1M-$50.0K2026-10-29
Gradient Capital Advisors, LLC
DECREASED19,51419,534-200%$1.1M$1.1M-$50.9K2026-10-21
Kearns & Associates LLC
UNCHANGED19,50019,50000%$1.1M$1.1M-$49.7K2026-10-09
Lantz Financial LLC
INCREASED19,46319,267+196+1%$1.1M$1.1M-$38.4K2026-10-15
NBH Bank
INCREASED19,45619,352+104+1%$1.1M$1.1M-$43.7K2026-11-05
Edge Wealth Management LLC
DECREASED19,26919,277-80%$1.1M$1.0M-$48.8K2026-10-13
Cypress Point Wealth Management, LLC
INCREASED19,23818,292+946+5%$1.0M$1.0M+$4.8K2026-11-03
Mccarter Private Wealth Services LLC
INCREASED19,20319,177+26+0%$1.1M$1.0M-$47.5K2026-10-22
Jnba Financial Advisors
INCREASED19,19618,925+271+1%$1.1M$1.0M-$33.5K2026-11-03
Old Port Advisors
INCREASED19,19318,899+294+2%$1.1M$1.0M-$32.2K2026-10-23
Cerro Pacific Wealth Advisors LLC
INCREASED19,16917,960+1,209+7%$1.0M$1.0M+$20.0K2026-10-22
Prairiewood Capital, LLC
DECREASED19,12620,612-1,486-7%$1.2M$1.0M-$133.4K2026-10-16
LVM Capital Management LTD
UNCHANGED19,10019,10000%$1.1M$1.0M-$48.4K2026-10-20
Gilman Hill Asset Management, LLC
DECREASED19,06828,193-9,125-32%$1.6M$1.0M-$568.6K2026-10-13
Analyst IMS Investment Management Services Ltd.
INCREASED19,03014,565+4,465+31%$830.0K$1.0M+$206.0K2026-11-05
Net Worth Advisory Group
DECREASED19,01119,039-280%$1.1M$1.0M-$63.4K2026-10-20
Jordan Park Group LLC
UNCHANGED19,00019,00000%$1.1M$1.0M-$48.5K2026-11-06
Cowa, LLC
DECREASED18,89819,798-900-5%$1.1M$1.0M-$99.5K2026-10-30
RFG - Bristol Wealth Advisors, LLC
DECREASED18,89319,331-438-2%$1.1M$1.0M-$73.1K2026-10-09
Genesee Capital Advisors, LLC
INCREASED18,84418,030+814+5%$1.0M$1.0M-$1.6K2026-10-20
AA Financial Advisors, LLC
INCREASED18,79917,768+1,031+6%$1.0M$1.0M+$10.8K2026-10-19
Finivi Inc.
INCREASED18,74618,698+48+0%$1.1M$1.0M-$45.1K2026-10-13
Sawgrass Asset Management LLC
DECREASED18,69419,817-1,123-6%$1.1M$1.0M-$111.7K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED18,69014,379+4,311+30%$820.6K$1.0M+$196.7K2026-10-13
Chicago Capital, LLC
INCREASED18,67516,675+2,000+12%$950.1K$1.0M+$66.3K2026-10-13
PFW Advisors LLC
INCREASED18,62218,552+70+0%$1.1M$1.0M-$43.5K2026-10-07
Waldron Private Wealth LLC
DECREASED18,57018,621-510%$1.1M$1.0M-$50.3K2026-11-02
Bria Capital Group, LLC
INCREASED18,56412,451+6,113+49%$709.5K$1.0M+$301.0K2026-10-22
Fortem Financial Group, LLC
DECREASED18,55218,598-460%$1.1M$1.0M-$49.9K2026-10-20
Westhampton Capital, LLC
UNCHANGED18,52718,52700%$1.1M$1.0M-$47.2K2026-10-30
McAdam, LLC
INCREASED18,52517,007+1,518+9%$969.1K$1.0M+$39.2K2026-10-21
AGH Wealth Advisors, LLC
INCREASED18,43818,210+228+1%$1.0M$1.0M-$34.0K2026-10-26
Bennett Selby Investments LP
DECREASED18,42118,438-170%$1.1M$1.0M-$47.9K2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED18,39414,019+4,375+31%$798.8K$1.0M+$202.4K2026-10-16
Tannin Capital LLC
DECREASED18,37719,878-1,501-8%$1.1M$1.0M-$132.4K2026-11-05
Washington Capital Management, Inc
DECREASED18,36521,790-3,425-16%$1.2M$999.6K-$242.0K2026-10-19
Steele Capital Management, Inc.
INCREASED18,35318,143+210+1%$1.0M$999.0K-$34.8K2026-11-02
Accel Wealth Management
DECREASED18,29518,391-96-1%$1.0M$995.8K-$52.1K2026-10-13
Waterfront Wealth Inc.
INCREASED18,24018,239+1+0%$1.1M$921.7K-$166.6K2026-11-03
Stableford Capital II LLC
INCREASED18,23117,264+967+6%$983.7K$992.3K+$8.6K2026-10-09
Auxano Advisors, LLC
DECREASED18,21018,244-340%$1.0M$991.2K-$48.4K2026-11-06
Capital City Trust Co
UNCHANGED18,20518,20500%$1.0M$990.9K-$46.4K2026-10-22
First Interstate Bank
DECREASED18,18618,400-214-1%$1.0M$989.9K-$58.6K2026-10-23
West Bancorporation Inc
NEW18,164—+18,164——$988.7K—2026-10-29
Cypress Asset Management Inc
DECREASED18,15518,342-187-1%$1.0M$988.2K-$57.0K2026-10-09
Flagship Wealth Advisors, LLC
DECREASED18,13119,326-1,195-6%$1.1M$986.9K-$114.3K2026-11-03
Kestra Investment Management, LLC
DECREASED18,13118,190-590%$1.0M$986.9K-$49.6K2026-11-04
Allegheny Financial Group
INCREASED18,06318,004+59+0%$1.0M$983.2K-$42.7K2026-11-05
Southern Financial Group, LLC
DECREASED18,02918,803-774-4%$1.1M$981.3K-$90.1K2026-10-30
Mechanics Financial Corp
INCREASED18,02217,690+332+2%$1.0M$980.9K-$27.0K2026-11-05
Enterprise Financial Services Corp
DECREASED18,02018,045-250%$1.0M$980.8K-$47.4K2026-11-03
Terril Brothers, Inc.
UNCHANGED17,98017,98000%$1.0M$978.7K-$45.8K2026-11-06
Whitener Capital Management, Inc.
DECREASED17,96318,165-202-1%$1.0M$977.7K-$57.3K2026-10-15
QTR Family Wealth, LLC
DECREASED17,93817,979-410%$1.0M$976.3K-$48.1K2026-11-02
QV Investors Inc.
DECREASED17,92018,210-290-2%$1.0M$975.0K-$63.0K2026-10-20
Virtue Capital Management, LLC
INCREASED17,85616,636+1,220+7%$947.9K$971.9K+$24.0K2026-10-29
Jmac Enterprises LLC
DECREASED17,85519,752-1,897-10%$1.1M$971.9K-$153.6K2026-10-30
Brucke Financial, Inc.
DECREASED17,81421,131-3,317-16%$1.2M$969.6K-$234.4K2026-10-23
Home Federal Bank of Tennessee
UNCHANGED17,75017,75000%$1.0M$966.1K-$45.3K2026-10-15
Total Clarity Wealth Management, Inc.
INCREASED17,7054,889+12,816+262%$278.6K$963.7K+$685.1K2026-10-26
Summit Financial Wealth Advisors, LLC
INCREASED17,69817,501+197+1%$997.2K$963.3K-$33.9K2026-10-15
Hager Investment Management Services, LLC
DECREASED17,63218,069-437-2%$1.0M$959.7K-$69.9K2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED17,60515,203+2,402+16%$866.3K$958.3K+$92.0K2026-10-29
Spring Capital Management, LLC
UNCHANGED17,57117,57100%$1.0M$956.4K-$44.8K2026-10-09
Carl P. Sherr & Co., LLC
DECREASED17,56017,739-179-1%$1.0M$955.8K-$55.0K2026-11-06
Prentice Wealth Management LLC
DECREASED17,51118,198-687-4%$1.0M$953.1K-$83.8K2026-10-20
MV Capital Management, Inc.
DECREASED17,45117,505-540%$997.4K$949.9K-$47.6K2026-10-29
180 Wealth Advisors, LLC
INCREASED17,44017,409+31+0%$992.0K$949.3K-$42.7K2026-11-03
Ledgewood Wealth Advisors, LLC
UNCHANGED17,41417,41400%$992.3K$947.9K-$44.4K2026-10-09
DSG Capital Advisors, LLC
DECREASED17,41224,385-6,973-29%$1.5M$947.7K-$530.5K2026-11-05
Worth Financial Advisory Group, LLC
INCREASED17,40617,212+194+1%$980.7K$947.4K-$33.3K2026-10-19
Intesa Sanpaolo Wealth Management
INCREASED17,32016,725+595+4%$953.0K$942.7K-$10.3K2026-10-28
Lanark Financial, Inc.
DECREASED17,31821,979-4,661-21%$1.3M$942.6K-$309.8K2026-10-26
Van Cleef Asset Management,Inc
UNCHANGED17,29017,29000%$985.2K$941.1K-$44.1K2026-10-20
MeadowBrook Investment Advisors LLC
UNCHANGED17,25717,25700%$983.3K$881.5K-$101.8K2026-10-29
XXI Wealth, LLC
INCREASED17,24214,830+2,412+16%$845.0K$938.5K+$93.5K2026-10-22
Cromwell Holdings LLC
DECREASED17,17619,462-2,286-12%$1.1M$934.9K-$174.1K2026-10-28
Journey Retirement Planning & Investment Management LLC
INCREASED17,16015,609+1,551+10%$889.4K$934.1K+$44.7K2026-10-09
TrueWealth Advisors, LLC
INCREASED16,97916,775+204+1%$955.8K$924.2K-$31.7K2026-10-09
JFS Wealth Advisors, LLC
INCREASED16,96316,962+1+0%$966.5K$923.3K-$43.2K2026-11-03
CGN Advisors LLC
DECREASED16,96221,100-4,138-20%$1.2M$923.3K-$279.0K2026-10-21
Acropolis Investment Management, LLC
INCREASED16,95616,019+937+6%$912.7K$922.9K+$10.2K2026-10-08
Clear Investment Research, LLC
INCREASED16,95616,955+1+0%$966.1K$922.9K-$43.2K2026-11-06
Warburton Capital Management, LLC
DECREASED16,95416,973-190%$967.0K$841.9K-$125.1K2026-11-06
Trust Co of Oklahoma
DECREASED16,94517,755-810-5%$1.0M$922.3K-$89.4K2026-10-15
Bedel Financial Consulting, Inc.
INCREASED16,76116,456+305+2%$937.7K$912.3K-$25.4K2026-11-06
Asahi Life Asset Management Co., Ltd.
DECREASED16,71117,305-594-3%$986.0K$909.6K-$76.5K2026-11-06
Advisortrust Partners, LLC
INCREASED16,69514,958+1,737+12%$852.3K$908.7K+$56.4K2026-11-02
Fire Capital Management LLC
INCREASED16,67615,618+1,058+7%$890.0K$907.7K+$17.7K2026-10-27
Forza Wealth Management, LLC
INCREASED16,67516,119+556+3%$918.5K$907.6K-$10.8K2026-10-20
Firethorn Wealth Partners, LLC
DECREASED16,64917,384-735-4%$990.5K$906.2K-$84.3K2026-10-14
PFG Advisors
DECREASED16,64720,280-3,633-18%$1.2M$906.1K-$249.4K2026-10-16
Thrive Capital Management, LLC
INCREASED16,62816,239+389+2%$925.3K$905.0K-$20.2K2026-10-28
111 Capital
INCREASED16,61810,019+6,599+66%$570.9K$904.5K+$333.6K2026-11-03
Staley Capital Advisers Inc
INCREASED16,61016,500+110+1%$940.2K$904.1K-$36.1K2026-11-06
Stokes Capital Advisors, LLC
INCREASED16,46215,556+906+6%$886.4K$896.0K+$9.6K2026-10-09
Caliber Wealth Management, LLC / KS
DECREASED16,46016,705-245-1%$951.9K$895.9K-$55.9K2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
DECREASED16,38016,880-500-3%$962.0K$892.0K-$70.0K2026-10-26
Marin Bay Wealth Advisors, LLC
DECREASED16,32316,909-586-3%$963.5K$888.5K-$75.0K2026-10-28
Silvia Mccoll Wealth Management, LLC
UNCHANGED16,31716,31700%$929.7K$888.1K-$41.6K2026-10-07
Burkett Financial Services, LLC
DECREASED16,29016,598-308-2%$945.8K$886.7K-$59.1K2026-10-01
Howard Financial Services, Ltd.
INCREASED16,22514,160+2,065+15%$806.8K$883.1K+$76.3K2026-10-15
BLB&B Advisors, LLC
INCREASED16,13416,117+17+0%$918.4K$878.2K-$40.2K2026-10-27
Myriad Asset Management US LP
INCREASED16,07413,849+2,225+16%$789.0K$875.0K+$86.0K2026-11-03
William John Sempolinski
INCREASED16,03416,030+4+0%$913.4K$872.7K-$40.6K2026-10-20
Paladin Wealth, LLC
INCREASED15,99714,095+1,902+13%$803.1K$870.7K+$67.6K2026-10-23
Fiduciary Financial Group, LLC
INCREASED15,97915,858+121+1%$903.6K$869.7K-$33.9K2026-10-13
Bingham Private Wealth, LLC
DECREASED15,88416,693-809-5%$951.2K$864.6K-$86.6K2026-11-05
Ledyard National Bank
INCREASED15,83610,550+5,286+50%$601.1K$862.0K+$260.8K2026-10-21
Towne Trust Company, N.a
UNCHANGED15,78615,78600%$899.5K$859.2K-$40.3K2026-10-28
Cape Investment Advisory, Inc.
DECREASED15,76416,523-759-5%$941.5K$858.0K-$83.4K2026-10-13
May Hill Capital, LLC
INCREASED15,74815,521+227+1%$884.4K$857.1K-$27.3K2026-11-03
JB Capital LLC
INCREASED15,74114,157+1,584+11%$806.7K$856.8K+$50.1K2026-10-19
C2c Wealth Management, LLC
INCREASED15,68015,674+6+0%$893.1K$853.5K-$39.6K2026-10-20
Retirement Planning Group, LLC
DECREASED15,67216,593-921-6%$945.5K$853.0K-$92.5K2026-10-19
General Partner, Inc.
UNCHANGED15,61615,61600%$889.8K$850.0K-$39.8K2026-10-05
Swiss RE LTD
INCREASED15,6149,496+6,118+64%$541.1K$849.9K+$308.8K2026-11-06
Greenspring Advisors, LLC
INCREASED15,60714,236+1,371+10%$811.2K$849.5K+$38.3K2026-11-05
Doliver Advisors, LP
DECREASED15,53315,633-100-1%$890.8K$845.5K-$45.3K2026-10-01
Rachor Investment Advisory Services, LLC
DECREASED15,53015,533-30%$885.1K$845.3K-$39.8K2026-10-29
CKW Financial Group
INCREASED15,48915,105+384+3%$882$832-$502026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED15,47212,766+2,706+21%$727.4K$842.1K+$114.7K2026-10-05
Journey Advisory Group, LLC
DECREASED15,44620,921-5,475-26%$1.2M$840.7K-$351.4K2026-11-04
Balefire, LLC
DECREASED15,44115,576-135-1%$887.5K$840.4K-$47.1K2026-10-09
Schear Investment Advisers, LLC
DECREASED15,42222,831-7,409-32%$1.3M$839.4K-$461.5K2026-10-14
Tempo Wealth, LLC
INCREASED15,42210,069+5,353+53%$573.7K$839.4K+$265.7K2026-10-14
Tranquility Partners, LLC
DECREASED15,41216,462-1,050-6%$938.0K$838.9K-$99.1K2026-10-20
Grandview Asset Management LLC
DECREASED15,40616,560-1,154-7%$943.6K$838.6K-$105.0K2026-10-19
First Command Advisory Services, Inc.
DECREASED15,36116,818-1,457-9%$958.3K$836.1K-$122.2K2026-11-05
Garner Asset Management Corp
DECREASED15,34818,535-3,187-17%$1.1M$775.4K-$280.7K2026-10-30
True Private Wealth Advisors
INCREASED15,32114,820+501+3%$844.4K$834.0K-$10.5K2026-10-19
Shoker Investment Counsel, Inc.
INCREASED15,26415,123+141+1%$861.8K$830.8K-$30.9K2026-11-04
Wealth Dimensions Group, Ltd.
INCREASED15,21312,942+2,271+18%$737.4K$828.0K+$90.6K2026-11-02
Independent Solutions Wealth Management, LLC
DECREASED15,14416,887-1,743-10%$962.2K$824.3K-$137.9K2026-10-28
Wealth Enhancement Trust Services, Inc.
DECREASED15,10421,835-6,731-31%$1.2M$822.1K-$422.0K2026-10-07
TCV Trust & Wealth Management, Inc.
DECREASED15,06615,351-285-2%$874.7K$820.0K-$54.7K2026-10-16
William B. Walkup & Associates, Inc.
UNCHANGED15,04415,04400%$857.2K$818.8K-$38.4K2026-11-05
Aspire Private Capital, LLC
INCREASED15,01914,984+35+0%$853.8K$817.5K-$36.3K2026-11-05
Altiora Financial Group, LLC
UNCHANGED15,01015,01000%$855.3K$817.0K-$38.3K2026-11-04
Wespac Advisors, LLC
DECREASED14,97815,525-547-4%$884.6K$815.3K-$69.4K2026-10-26
Alessandra Capital Management, LLC
DECREASED14,96715,817-850-5%$901.2K$814.6K-$86.6K2026-10-30
Ascent Wealth Partners, LLC
INCREASED14,89314,805+88+1%$843.6K$810.6K-$33.0K2026-10-23
Fortitude Advisory Group L.L.C.
INCREASED14,87014,379+491+3%$819.3K$809.4K-$10.0K2026-10-15
Ballast, Inc.
DECREASED14,78014,875-95-1%$847.6K$804.5K-$43.1K2026-10-20
Regent Peak Wealth Advisors LLC
INCREASED14,74714,073+674+5%$801.9K$802.7K+$8262026-10-13
Carrera Capital Advisors
DECREASED14,73814,750-120%$840.5K$802.2K-$38.3K2026-11-03
Benin Management Corp
UNCHANGED14,66914,66900%$835.8K$798.4K-$37.4K2026-10-22
WealthPLAN Partners, LLC
INCREASED14,66312,869+1,794+14%$733.3K$798.1K+$64.9K2026-10-15
1900 Wealth Management LLC
INCREASED14,6618,777+5,884+67%$500.1K$798.0K+$297.9K2026-10-13
Orrstown Financial Services Inc
INCREASED14,56313,272+1,291+10%$756.2K$792.7K+$36.4K2026-10-14
Citizens National Bank Trust Department
UNCHANGED14,53114,53100%$828.0K$790.9K-$37.1K2026-11-04
Guyasuta Investment Advisors Inc
INCREASED14,52114,022+499+4%$799.0K$790.4K-$8.6K2026-10-15
Marino, Stram & Associates LLC
INCREASED14,50613,288+1,218+9%$757.2K$789.5K+$32.4K2026-10-22
Finer Wealth Management, Inc.
DECREASED14,41714,511-94-1%$826.9K$784.7K-$42.1K2026-10-16
New Hampshire Trust
UNCHANGED14,39714,39700%$820.3K$783.6K-$36.7K2026-10-20
Abel Hall, LLC
INCREASED14,38310,381+4,002+39%$591.5K$782.9K+$191.4K2026-10-19
Snider Financial Group
DECREASED14,37114,946-575-4%$851.6K$782.2K-$69.4K2026-10-16
Beam Wealth Advisors, Inc.
UNCHANGED14,33314,33300%$816.7K$780.2K-$36.5K2026-11-03
Nova Financial LLC
NEW14,313—+14,313——$779.0K—2026-11-04
Tompkins Financial Corp
DECREASED14,30715,124-817-5%$861.8K$778.7K-$83.0K2026-10-05
Investment Research Partners LLC
DECREASED14,30314,498-195-1%$826.1K$778.5K-$47.6K2026-10-19
Defined Wealth Management, LLC
INCREASED14,29814,278+20+0%$813.6K$778.2K-$35.3K2026-10-19
Riversedge Advisors, LLC
INCREASED14,28212,527+1,755+14%$713.8K$777.3K+$63.5K2026-10-09
Werba Rubin Papier Wealth Management
INCREASED14,28213,715+567+4%$781.5K$777.4K-$4.1K2026-11-06
Leslie Global Wealth, LLC
INCREASED14,20914,140+69+0%$805.7K$773.4K-$32.3K2026-10-26
Prairie Advisory, LLC
INCREASED14,1487,055+7,093+101%$402.0K$770.1K+$368.0K2026-10-19
Outlook Wealth Advisors, LLC
DECREASED14,08915,162-1,073-7%$864.0K$766.9K-$97.1K2026-10-28
Columbia Asset Management
DECREASED14,07114,468-397-3%$824.4K$765.9K-$58.5K2026-10-19
Albion Financial Group
INCREASED14,05713,881+176+1%$790.9K$765.1K-$25.8K2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
INCREASED14,05113,968+83+1%$795.9K$764.8K-$31.2K2026-10-08
Quantum Financial Advisors, LLC
INCREASED14,03012,950+1,080+8%$737.9K$763.7K+$25.8K2026-11-03
Creative Financial Designs Inc
DECREASED14,00217,552-3,550-20%$1.0M$762.1K-$238.0K2026-11-04
Directional Asset Management
DECREASED13,94114,066-125-1%$801.5K$758.8K-$42.7K2026-10-22
Northern Financial Advisors Inc
INCREASED13,91313,911+2+0%$792.7K$757.3K-$35.4K2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
DECREASED13,88814,562-674-5%$829.7K$755.9K-$73.8K2026-11-02
First Citizens Financial Corp
DECREASED13,85213,876-240%$790.7K$754.0K-$36.7K2026-10-02
Occidental Asset Management, LLC
INCREASED13,85010,834+3,016+28%$617.3K$753.9K+$136.6K2026-11-05
Parkshore Wealth Management, Inc.
UNCHANGED13,81813,81800%$787.4K$752.1K-$35.2K2026-10-13
Burney Co/
INCREASED13,79013,410+380+3%$764.1K$750.6K-$13.5K2026-10-15
Garde Capital, Inc.
INCREASED13,77213,733+39+0%$782.5K$749.6K-$32.9K2026-10-29
Foster Group, Inc.
INCREASED13,66413,652+12+0%$777.9K$743.7K-$34.2K2026-10-13
City State Bank
DECREASED13,65614,106-450-3%$803.8K$743.3K-$60.5K2026-10-20
Financial Management Network Inc
DECREASED13,65414,816-1,162-8%$907.8K$733.9K-$173.9K2026-10-09
Focused Alpha, LLC
NEW13,638—+13,638——$742.3K—2026-10-20
Traphagen Investment Advisors LLC
DECREASED13,63413,703-690%$780.8K$742.1K-$38.7K2026-10-14
YHB Investment Advisors, Inc.
DECREASED13,62414,147-523-4%$806.1K$741.6K-$64.5K2026-10-08
Warm Springs Advisors Inc.
UNCHANGED13,62413,62400%$776.3K$741.6K-$34.7K2026-10-28
Moody Lynn Lieberson & Walker, LLC
DECREASED13,57414,138-564-4%$805.6K$738.8K-$66.8K2026-10-14
Gould Asset Management LLC
INCREASED13,54713,517+30+0%$770.2K$737.4K-$32.8K2026-11-06
Franklin Street Advisors Inc
INCREASED13,5428,574+4,968+58%$488.5K$737.1K+$248.5K2026-10-13
KMG Fiduciary Partners, LLC
UNCHANGED13,54013,54000%$771.5K$737.0K-$34.5K2026-10-14
Intrua Financial, LLC
DECREASED13,53313,896-363-3%$791.8K$736.6K-$55.2K2026-10-28
Lawood & Co
DECREASED13,52713,777-250-2%$785.0K$736.3K-$48.7K2026-10-09
New Covenant Trust Company, N.A.
INCREASED13,45312,068+1,385+11%$687.6K$732.2K+$44.6K2026-10-08
Alliance Wealth Advisors, LLC
DECREASED13,45313,533-80-1%$771.1K$732.2K-$38.9K2026-10-14
TCI Wealth Advisors, Inc.
INCREASED13,40311,238+2,165+19%$640.3K$729.5K+$89.2K2026-10-30
Great Diamond Partners, LLC
DECREASED13,36113,861-500-4%$789.8K$727.2K-$62.6K2026-10-13
Forum Financial Management, LP
DECREASED13,35113,417-660%$764.5K$726.7K-$37.8K2026-10-16
Founders Grove Wealth Partners, LLC
INCREASED13,30213,067+235+2%$744.6K$724.0K-$20.5K2026-10-16
Rise Advisors, LLC
INCREASED13,24012,509+731+6%$712.8K$720.7K+$7.9K2026-10-16
Howard Capital Management Group, LLC
DECREASED13,15415,746-2,592-16%$897.2K$716.0K-$181.2K2026-10-16
Elevation Wealth Management LLC
INCREASED13,11710,096+3,021+30%$575.3K$714.0K+$138.7K2026-11-02
Farmers & Merchants Trust Co of Long Beach
INCREASED13,08512,352+733+6%$703.8K$712.2K+$8.4K2026-10-22
Zullo Investment Group, Inc.
INCREASED13,04512,982+63+0%$739.8K$710.1K-$29.7K2026-10-20
Partners Wealth Management, LLC
NEW13,028—+13,028——$709.1K—2026-10-28
KW Wealth Management LLC
NEW12,992—+12,992——$707.2K—2026-10-28
Blossom Wealth Management
DECREASED12,98713,005-180%$741.0K$706.9K-$34.1K2026-11-03
S.A. Mason LLC
INCREASED12,96212,956+6+0%$738.3K$705.5K-$32.7K2026-10-13
Fiera Capital Corp
DECREASED12,95013,186-236-2%$751.3K$704.9K-$46.5K2026-11-06
United Community Bank
DECREASED12,94513,183-238-2%$751.2K$704.6K-$46.6K2026-10-28
Mezzasalma Advisors, LLC
INCREASED12,93112,772+159+1%$727.7K$703.8K-$23.9K2026-10-14
Manchester Capital Management LLC
DECREASED12,91815,483-2,565-17%$882.2K$703.1K-$179.1K2026-10-22
Rainier Family Wealth Inc
INCREASED12,89712,867+30+0%$733.2K$702.0K-$31.2K2026-11-02
Towercrest Capital Management
UNCHANGED12,87512,87500%$733.6K$700.8K-$32.8K2026-10-23
Syverson Strege & Co
UNCHANGED12,86412,86400%$733.0K$700.2K-$32.8K2026-11-02
Hudock, Inc.
INCREASED12,86212,589+273+2%$717.4K$700.1K-$17.2K2026-10-14
Smithbridge Asset Management Inc
UNCHANGED12,86212,86200%$732.9K$700.1K-$32.8K2026-10-19
Opal Wealth Advisors, LLC
DECREASED12,86014,502-1,642-11%$826.3K$700.0K-$126.4K2026-10-16
Ergawealth Advisors, Inc.
UNCHANGED12,85512,85500%$732.5K$699.7K-$32.8K2026-10-21
Pacific Sage Partners, LLC
DECREASED12,80012,980-180-1%$739.6K$696.7K-$42.9K2026-10-21
Buttonwood Financial Advisors Inc.
DECREASED12,76812,800-320%$729.3K$695.0K-$34.4K2026-10-13
Trust Co of Toledo NA
DECREASED12,73714,659-1,922-13%$835.3K$693.3K-$142.0K2026-10-16
Symphony Financial, Ltd. Co.
DECREASED12,71818,548-5,830-31%$1.1M$694.4K-$373.8K2026-10-22
RDA Financial Network
DECREASED12,70915,754-3,045-19%$897.7K$691.8K-$205.9K2026-10-15
Sippican Capital Advisors
DECREASED12,70714,560-1,853-13%$829.6K$691.6K-$138.0K2026-10-23
Maia Wealth LLC
DECREASED12,70013,181-481-4%$751.1K$691.3K-$59.8K2026-10-19
Reflection Asset Management
INCREASED12,69310,077+2,616+26%$574.2K$690.9K+$116.7K2026-10-28
Blue Zone Wealth Advisors, LLC
DECREASED12,66713,987-1,320-9%$797.0K$689.5K-$107.5K2026-10-19
Essex Bank
INCREASED12,65611,906+750+6%$678.3K$688.9K+$10.6K2026-10-16
Montis Financial, LLC
INCREASED12,64812,432+216+2%$708.4K$688.4K-$19.9K2026-11-04
Lewis Asset Management, LLC
INCREASED12,63412,616+18+0%$718.8K$687.7K-$31.2K2026-10-14
Benedict Financial Advisors Inc
DECREASED12,63012,655-250%$721.1K$687.4K-$33.6K2026-10-07
Financial Management Professionals, Inc.
DECREASED12,61412,767-153-1%$727.5K$686.6K-$40.9K2026-10-23
StoneRidge PMG Advisors, LLC
NEW12,555—+12,555——$683.0K—2026-11-04
Eagle Harbor Asset Management Inc
UNCHANGED12,49812,49800%$712.1K$680.3K-$31.8K2026-10-21
Key FInancial Inc
INCREASED12,49612,264+232+2%$698.8K$680.1K-$18.6K2026-11-02
Baron Wealth Management LLC
DECREASED12,48812,586-98-1%$717.1K$679.7K-$37.4K2026-10-27
Beese Fulmer Investment Management, Inc.
INCREASED12,45811,224+1,234+11%$639.5K$678.1K+$38.6K2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED12,45412,331+123+1%$702.6K$677.9K-$24.8K2026-10-20
Langley Wealth Management, LLC
INCREASED12,39012,307+83+1%$701.2K$674.4K-$26.9K2026-11-04
Beacon Financial Advisory LLC
INCREASED12,35211,445+907+8%$652.1K$672.3K+$20.2K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED12,27911,899+380+3%$678.0K$668.4K-$9.6K2026-10-14
Kingstone Capital Partners Texas, LLC
INCREASED12,25212,189+63+1%$694.5K$666.9K-$27.6K2026-11-03
Bond & Devick Financial Network, Inc.
UNCHANGED12,23412,23400%$697.1K$665.9K-$31.2K2026-10-23
Bank of Stockton
DECREASED12,23314,033-1,800-13%$799.6K$665.8K-$133.8K2026-10-20
Mine & Arao Wealth Creation & Management, Llc.
INCREASED12,21812,194+24+0%$694.8K$665.0K-$29.8K2026-10-29
Ejmk Ventures LLC
INCREASED12,19910,900+1,299+12%$621.1K$664.0K+$42.9K2026-10-21
M.E. Allison & Co., Inc.
INCREASED12,19212,189+3+0%$694.5K$663.6K-$30.9K2026-10-09
Onyx Bridge Wealth Group LLC
DECREASED12,12012,158-380%$692.8K$659.7K-$33.1K2026-10-16
Ridgecrest Wealth Partners, LLC
DECREASED12,10712,120-130%$690.6K$659.0K-$31.6K2026-10-19
Charles Schwab Trust Co
INCREASED12,0949,477+2,617+28%$540.0K$658.3K+$118.3K2026-10-15
Affinity Capital Advisors, LLC
INCREASED12,09410,375+1,719+17%$621.4K$656.9K+$35.5K2026-10-13
Silver Lake Advisory, LLC
INCREASED12,06111,993+68+1%$683.3K$656.5K-$26.9K2026-10-22
Thrive Wealth Management, LLC
INCREASED12,04511,737+308+3%$668.8K$655.6K-$13.2K2026-10-13
Symmetry Partners, LLC
INCREASED12,03210,757+1,275+12%$613.0K$654.9K+$41.9K2026-10-27
Capital Management Associates
INCREASED12,0002,000+10,000+500%$114.0K$653.2K+$539.2K2026-11-03
Wellington Shields & Co., LLC
INCREASED12,0002,027+9,973+492%$115.5K$653.2K+$537.7K2026-11-03
Wellington Shields Capital Management, LLC
INCREASED12,0008,029+3,971+49%$457.5K$653.2K+$195.7K2026-11-03
Hedges Asset Management LLC
DECREASED12,00014,700-2,700-18%$837.6K$653.2K-$184.4K2026-10-29
Lederer & Associates Investment Counsel
UNCHANGED12,00012,00000%$684.0K$653.0K-$31.0K2026-10-23
Harvey Investment Co LLC
UNCHANGED11,98011,98000%$683.0K$652.0K-$31.0K2026-10-20
Altus Wealth Group LLC
DECREASED11,92812,207-279-2%$695.6K$649.2K-$46.3K2026-10-20
Lantern Wealth Advisors, LLC
DECREASED11,92312,020-97-1%$684.9K$648.9K-$35.9K2026-10-22
Canvas Wealth Advisors, LLC
DECREASED11,91112,464-553-4%$710.2K$609.1K-$101.1K2026-11-02
Marble Harbor Investment Counsel, LLC
UNCHANGED11,90011,90000%$678.1K$647.7K-$30.3K2026-11-06
Bank & Trust Co
UNCHANGED11,85311,85300%$675.4K$645.2K-$30.2K2026-10-07
Morton Brown Family Wealth, LLC
UNCHANGED11,83711,83700%$674.5K$644.3K-$30.2K2026-10-23
KG Capital Management
INCREASED11,82411,385+439+4%$648.7K$643.6K-$5.1K2026-10-15
Vann Equity Management LLC
INCREASED11,80611,466+340+3%$653.4K$642.6K-$10.8K2026-10-08
Summit Wealth Group LLC / Co
INCREASED11,8017,976+3,825+48%$454.5K$642.3K+$187.8K2026-10-29
SYM Financial Corp
INCREASED11,77911,044+735+7%$629.3K$641.1K+$11.8K2026-10-26
ABC Arbitrage SA
NEW11,769—+11,769——$640.6K—2026-10-23
Wedge Capital Management L L P
INCREASED11,75911,395+364+3%$649.3K$640.0K-$9.2K2026-10-13
Investors Research Corp
DECREASED11,72812,577-849-7%$716.6K$638.4K-$78.3K2026-10-07
IFG Advisors, LLC
INCREASED11,71711,713+4+0%$667.4K$637.7K-$29.7K2026-10-15
Valley National Advisers Inc
DECREASED11,67111,735-64-1%$668.7K$635.2K-$33.4K2026-10-23
CLG LLC
INCREASED11,65411,644+10+0%$663.5K$634.3K-$29.2K2026-10-13
Vista Capital Partners, Inc.
INCREASED11,64511,610+35+0%$661.5K$633.8K-$27.7K2026-11-06
Curat Global, LLC
UNCHANGED11,61511,61500%$661.8K$632.2K-$29.6K2026-10-26
Stone Summit Wealth LLC
DECREASED11,60012,800-1,200-9%$729.3K$631.4K-$98.0K2026-10-14
Acorn Wealth Advisors, LLC
INCREASED11,5945,200+6,394+123%$296.3K$631.0K+$334.8K2026-10-19
DT Investment Partners, LLC
INCREASED11,58810,692+896+8%$609.2K$630.7K+$21.5K2026-10-27
Cottage Street Advisors LLC
DECREASED11,58112,692-1,111-9%$726.0K$630.4K-$95.6K2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED11,55611,55600%$564.1K$549.1K-$15.0K2026-11-04
Canandaigua National Trust Co of Florida
NEW11,542—+11,542——$628.2K—2026-10-07
Sheets Smith Wealth Management
DECREASED11,52412,415-891-7%$707.4K$627.2K-$80.2K2026-10-16
Acorn Financial Advisory Services Inc
INCREASED11,51511,495+20+0%$655.0K$626.8K-$28.2K2026-11-02
Adirondack Trust Co
DECREASED11,51111,921-410-3%$679.1K$626.5K-$52.6K2026-10-14
OFS Enterprise LLC
INCREASED11,49311,416+77+1%$650.5K$625.6K-$24.9K2026-10-16
FAI Advisors, Inc.
INCREASED11,49211,431+61+1%$651.3K$625.5K-$25.8K2026-10-27
Planned Solutions, Inc.
UNCHANGED11,48911,48900%$654.6K$625.3K-$29.3K2026-10-19
McHugh Group, LLC
DECREASED11,44911,949-500-4%$680.9K$623.2K-$57.7K2026-10-19
Collaborative Fund Advisors, LLC
INCREASED11,4384,382+7,056+161%$249.7K$622.6K+$372.9K2026-11-02
Berman McAleer LLC
UNCHANGED11,43211,43200%$651.4K$622.2K-$29.2K2026-10-16
Fermata Advisors, LLC
INCREASED11,43010,602+828+8%$604.1K$622.1K+$18.0K2026-10-13
Sigma Investment Counselors Inc
DECREASED11,42712,073-646-5%$687.9K$622.0K-$65.9K2026-10-27
Piedmont Capital Management, LLC
UNCHANGED11,42111,42100%$650.8K$621.6K-$29.1K2026-10-21
Blueprint Financial Advisors LLC
DECREASED11,39111,435-440%$651.6K$620.0K-$31.6K2026-10-28
Investment Partners, Ltd.
INCREASED11,3807,476+3,904+52%$426.0K$619.4K+$193.4K2026-10-29
MMA Asset Management LLC
INCREASED11,35811,348+10+0%$646.6K$618.2K-$28.4K2026-11-02
Rosenberg Matthew Hamilton
INCREASED11,34910,836+513+5%$617.4K$617.7K+$2912026-10-05
Arcataur Capital Management LLC
UNCHANGED11,34911,34900%$646.7K$617.7K-$28.9K2026-10-21
Abacus Wealth Partners, LLC
INCREASED11,34410,943+401+4%$623.5K$617.5K-$6.1K2026-11-03
Autumn Glory Partners, LLC
INCREASED11,33211,320+12+0%$645.0K$616.8K-$28.2K2026-10-26
Verity & Verity, LLC
DECREASED11,31417,780-6,466-36%$1.0M$615.8K-$397.3K2026-10-23
Jacobsen Capital Management
INCREASED11,28811,255+33+0%$641.3K$614.4K-$26.9K2026-10-27
Oak Asset Management, LLC
UNCHANGED11,28611,28600%$643.1K$614.3K-$28.8K2026-10-13
First Bank & Trust
DECREASED11,26611,900-634-5%$678.1K$613.2K-$64.9K2026-10-19
Bay Capital Advisors, LLC
UNCHANGED11,26411,26400%$641.8K$613.1K-$28.7K2026-10-16
Integris Wealth Management, LLC
DECREASED11,22411,364-140-1%$647.5K$610.9K-$36.6K2026-10-14
PFC Capital Group, Inc.
INCREASED11,21111,120+91+1%$633.0K$610.2K-$22.8K2026-11-06
KWB Wealth
INCREASED11,19511,056+139+1%$630.0K$609.4K-$20.6K2026-10-16
Tradewinds Capital Management, LLC
INCREASED11,17911,178+1+0%$636.9K$608.5K-$28.5K2026-10-23
Kentucky Trust Co
UNCHANGED11,16811,16800%$636.4K$607.9K-$28.5K2026-10-15
Revisor Wealth Management LLC
INCREASED11,1597,178+3,981+55%$409.0K$583.7K+$174.7K2026-10-20
Warwick Investment Management, Inc.
DECREASED11,12012,403-1,283-10%$706.7K$605.3K-$101.5K2026-10-19
Able Financial Group, LLC
DECREASED11,05211,594-542-5%$660.6K$601.6K-$59.1K2026-10-14
Lexington Hill Partners, LLC
INCREASED11,05210,671+381+4%$608.0K$601.5K-$6.5K2026-10-13
Verus Financial Partners, Inc.
INCREASED11,03111,003+28+0%$627.0K$600.4K-$26.5K2026-10-29
Moran Wealth Management, LLC
INCREASED10,9557,873+3,082+39%$448.6K$596.3K+$147.6K2026-10-22
SJS Investment Consulting Inc.
INCREASED10,9248,665+2,259+26%$493.7K$594.6K+$100.8K2026-10-26
Integrity Advisory Solutions, LLC
INCREASED10,9069,650+1,256+13%$549.9K$593.7K+$43.8K2026-10-29
Legacy Capital Wealth Partners, LLC
DECREASED10,87311,757-884-8%$669.9K$591.8K-$78.1K2026-10-21
Mattern Wealth Management LLC
UNCHANGED10,84810,84800%$618.1K$590.5K-$27.7K2026-11-04
Sovran Advisors, LLC
DECREASED10,78010,867-87-1%$680.5K$551.3K-$129.2K2026-11-02
Gallagher Capital Advisors, LLC
DECREASED10,77310,834-61-1%$617.3K$586.4K-$30.9K2026-10-09
Grant Private Wealth Management Inc
INCREASED10,7717,281+3,490+48%$414.8K$586.3K+$171.4K2026-10-19
Encompass Wealth Advisors, LLC
INCREASED10,7683,847+6,921+180%$219.2K$586.1K+$366.9K2026-10-15
Financial Council, LLC
INCREASED10,74510,739+6+0%$611.9K$584.8K-$27.1K2026-11-02
Belleair Asset Management, LLC
INCREASED10,7327,970+2,762+35%$454.1K$584.1K+$130.0K2026-11-03
Midland Wealth Advisors, LLC
DECREASED10,73112,232-1,501-12%$697.0K$584.1K-$112.9K2026-10-26
Crumly & Associates Inc.
INCREASED10,7118,801+1,910+22%$501.5K$583.0K+$81.5K2026-10-07
Guardian Partners Inc.
DECREASED10,70911,959-1,250-10%$681.4K$582.9K-$98.5K2026-10-21
MBA Advisors LLC
INCREASED10,69110,240+451+4%$583.5K$581.9K-$1.6K2026-10-29
Indiana Trust & Investment Management Co
UNCHANGED10,68510,68500%$608.8K$581.6K-$27.2K2026-10-22
Alliance Wealth Management Group
UNCHANGED10,68310,68300%$608.7K$581.5K-$27.2K2026-10-29
LeConte Wealth Management, LLC
INCREASED10,6769,893+783+8%$563.7K$581.1K+$17.4K2026-10-20
Tcfg Investment Advisors, LLC
INCREASED10,67510,585+90+1%$603.1K$581.0K-$22.1K2026-10-20
Cogent Private Wealth, Inc.
DECREASED10,66011,211-551-5%$638.8K$580.2K-$58.6K2026-11-06
Maltin Wealth Management, Inc.
DECREASED10,65911,857-1,198-10%$675.6K$580.2K-$95.4K2026-10-13
Cahaba Wealth Management, Inc.
DECREASED10,60210,734-132-1%$611.6K$577.1K-$34.5K2026-10-26
Clark Asset Management, LLC
DECREASED10,59410,908-314-3%$621.5K$576.6K-$44.9K2026-10-19
Obsidian CIO, LLC
INCREASED10,5248,913+1,611+18%$507.9K$572.8K+$64.9K2026-11-05
CPC Advisors, LLC
INCREASED10,5239,785+738+8%$557.5K$572.8K+$15.2K2026-10-21
Advocate Investing Services LLC
UNCHANGED10,51710,51700%$599.2K$572.4K-$26.8K2026-10-26
VAN Strum & Towne Inc.
DECREASED10,48010,686-206-2%$608.9K$570.4K-$38.5K2026-11-06
First Financial Corp
DECREASED10,46310,582-119-1%$603.0K$569.5K-$33.5K2026-10-13
MW Advisory, LLC
INCREASED10,4438,843+1,600+18%$503.9K$568.4K+$64.5K2026-10-19
Arlington Trust Co LLC
INCREASED10,4338,213+2,220+27%$468.0K$567.9K+$99.9K2026-10-20
First Heartland Consultants, Inc.
INCREASED10,4299,964+465+5%$567.7K$567.7K-$852026-10-08
Private Wealth Partners, LLC
DECREASED10,41611,565-1,149-10%$659.0K$566.9K-$92.0K2026-10-22
StoryOne LLC
INCREASED10,3905,143+5,247+102%$293.0K$565.5K+$272.5K2026-10-13
Freedom Day Solutions, LLC
INCREASED10,3809,022+1,358+15%$514.1K$565.0K+$50.9K2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED10,37310,37300%$591.1K$564.6K-$26.5K2026-10-28
Olympiad Research LP
NEW10,338—+10,338——$562.7K—2026-11-04
Alpine Bank Wealth Management
UNCHANGED10,33010,33000%$588.6K$562.3K-$26.3K2026-10-16
Pennsylvania Capital Management Inc
INCREASED10,3227,022+3,300+47%$400.1K$561.8K+$161.7K2026-11-05
Powers Advisory Group, LLC
INCREASED10,29710,100+197+2%$575.5K$560.5K-$15.1K2026-10-14
JGP Wealth Management, LLC
DECREASED10,27415,274-5,000-33%$870.3K$559.2K-$311.1K2026-10-13
Granite Islands Private Wealth, LLC
DECREASED10,26610,366-100-1%$589.7K$557.9K-$31.8K2026-10-16
Mcdonald Partners LLC
UNCHANGED10,26410,26400%$584.9K$558.7K-$26.2K2026-11-03
RW Investment Management LLC
DECREASED10,26010,779-519-5%$614.2K$558.5K-$55.7K2026-11-03
Impact Capital Partners LLC
DECREASED10,25010,274-240%$585.4K$557.9K-$27.5K2026-10-22
Triton Wealth Management, Pllc
DECREASED10,24410,409-165-2%$606.9K$508.9K-$98.0K2026-11-04
Spartan Planning & Wealth Management
DECREASED10,23211,599-1,367-12%$660.9K$556.9K-$104.0K2026-10-13
Cornerstone Management, Inc.
UNCHANGED10,20010,20000%$581.2K$555.2K-$26.0K2026-10-16
Certified Advisory Corp
INCREASED10,19310,143+50+0%$577.9K$554.8K-$23.1K2026-10-29
Grey Ledge Advisors, LLC
INCREASED10,1918,812+1,379+16%$502.1K$554.7K+$52.6K2026-11-02
Founders Financial Securities LLC
INCREASED10,1458,382+1,763+21%$477.6K$552.2K+$74.6K2026-10-28
Beirne Wealth Consulting Services, LLC
DECREASED10,13210,839-707-7%$617.6K$551.6K-$66.1K2026-10-19
Sage Capital Advisors,llc
DECREASED10,11610,158-420%$578.8K$550.6K-$28.2K2026-10-13
Greenwood Gearhart LLC
INCREASED10,1089,739+369+4%$554.9K$550.2K-$4.7K2026-11-02
Five Oceans Advisors
DECREASED10,06111,701-1,640-14%$666.7K$547.6K-$119.1K2026-10-22
Regatta Capital Group, LLC
INCREASED10,0358,647+1,388+16%$492.7K$546.2K+$53.5K2026-10-23
Dagco, Inc.
INCREASED10,0139,330+683+7%$531.6K$545.0K+$13.3K2026-10-20
WBI Investments, LLC
NEW9,972—+9,972——$542.8K—2026-11-05
RS Crum Inc.
INCREASED9,9369,924+12+0%$565.5K$540.8K-$24.7K2026-10-19
Advisory Resource Group
INCREASED9,9209,914+6+0%$564.9K$540.0K-$24.9K2026-10-26
BOS Asset Management, LLC
INCREASED9,8979,494+403+4%$541.0K$538.7K-$2.3K2026-10-09
Union Savings Bank
INCREASED9,8919,832+59+1%$560.1K$538.4K-$21.8K2026-10-14
HBW Advisory Services LLC
INCREASED9,8889,423+465+5%$536.9K$538.2K+$1.3K2026-10-15
Dickmeyer Boyce Financial Management, Inc.
INCREASED9,8689,855+13+0%$561.5K$537.1K-$24.4K2026-10-08
LMG Wealth Partners, LLC
UNCHANGED9,8519,85100%$561.3K$536.2K-$25.1K2026-11-05
Promethium Advisors,llc
DECREASED9,84510,495-650-6%$598.0K$535.9K-$62.1K2026-10-19
Rydar Equities, Inc.
INCREASED9,8279,775+52+1%$595.3K$525.9K-$69.4K2026-10-13
Davidson Trust Co
DECREASED9,7719,871-100-1%$562.5K$531.8K-$30.6K2026-10-09
Brandywine OAK Private Wealth LLC
DECREASED9,75610,391-635-6%$592.1K$531.0K-$61.1K2026-10-23
Alchemi Wealth, LLC
DECREASED9,73310,174-441-4%$579.8K$529.8K-$49.9K2026-11-04
Postrock Partners LLC
UNCHANGED9,7219,72100%$553.9K$529.1K-$24.8K2026-11-02
Hobart Private Capital, LLC
INCREASED9,7139,575+138+1%$545.6K$528.7K-$16.9K2026-10-19
Amplius Wealth Advisors, LLC
INCREASED9,7088,358+1,350+16%$476.2K$528.4K+$52.2K2026-10-20
Coyle Financial Counsel LLC
INCREASED9,6929,667+25+0%$550.8K$527.5K-$23.3K2026-10-28
Linden Thomas Advisory Services, LLC
INCREASED9,6878,695+992+11%$495.4K$527.3K+$31.8K2026-10-19
Semus Wealth Partners LLC
DECREASED9,67810,559-881-8%$601.7K$526.8K-$74.9K2026-10-22
First Nebraska Trust Co
UNCHANGED9,6539,65300%$550.0K$525.4K-$24.6K2026-10-30
RKL Wealth Management LLC
INCREASED9,6509,188+462+5%$523.6K$525.2K+$1.7K2026-10-16
Townsend Asset Management Corp
INCREASED9,6489,634+14+0%$548.9K$525.2K-$23.8K2026-10-29
Norris Perne & French LLP
INCREASED9,6088,086+1,522+19%$460.7K$523.0K+$62.2K2026-10-23
Oak Barrel Wealth Advisory LLC
INCREASED9,6039,582+21+0%$546.0K$522.7K-$23.3K2026-11-05
Jcic Asset Management Inc.
INCREASED9,5827,025+2,557+36%$342.5K$521.5K+$179.1K2026-10-30
Stablepoint Partners, LLC
INCREASED9,5799,454+125+1%$538.7K$521.4K-$17.3K2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED9,5699,010+559+6%$513.4K$520.8K+$7.5K2026-11-02
TBH Global Asset Management, LLC
DECREASED9,5689,629-61-1%$548.7K$520.8K-$27.9K2026-11-03
Walker Asset Management, LLC
INCREASED9,5689,538+30+0%$543.5K$520.8K-$22.7K2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED9,5638,652+911+11%$493.0K$520.5K+$27.5K2026-10-29
MKT Advisors LLC
DECREASED9,5329,990-458-5%$598.0K$511.0K-$87.0K2026-10-20
Selective Wealth Management, Inc.
INCREASED9,5268,769+757+9%$537.3K$492.5K-$44.8K2026-10-16
Mirador Capital Partners LP
INCREASED9,5019,296+205+2%$529.7K$517.1K-$12.6K2026-10-09
Copeland Capital Management, LLC
NEW9,495—+9,495——$516.8K—2026-10-13
Obermeyer Wealth Partners
INCREASED9,4517,231+2,220+31%$412.0K$514.4K+$102.4K2026-10-21
Southland Equity Partners LLC
DECREASED9,44910,082-633-6%$574.5K$514.3K-$60.1K2026-10-14
Park Capital Management, LLC / WI
DECREASED9,4239,804-381-4%$558.6K$512.9K-$45.7K2026-10-13
Guidance Point Advisors, LLC
DECREASED9,4219,910-489-5%$564.8K$512.9K-$51.9K2026-10-15
Newport Capital Group, LLC
NEW9,417—+9,417——$575.2K—2026-10-16
Ti-Trust, Inc
UNCHANGED9,4109,41000%$536.2K$512.2K-$24.0K2026-10-21
Argyle Capital Partners, LLC
UNCHANGED9,3759,37500%$534.2K$510.3K-$23.9K2026-10-23
InTrack Investment Management Inc
DECREASED9,3729,472-100-1%$539.7K$510.1K-$29.6K2026-10-15
WMG Financial Advisors, LLC
UNCHANGED9,3619,36100%$533.4K$533.4K$02026-10-28
Sutton Place Investors LLC
INCREASED9,3429,291+51+1%$529.4K$508.5K-$20.9K2026-10-20
Centerpoint Advisory Group
INCREASED9,3349,070+264+3%$516.8K$508.0K-$8.8K2026-10-23
EdgeRock Capital LLC
INCREASED9,2978,746+551+6%$498.3K$506.0K+$7.7K2026-11-03
Bullock Wealth Management Group
INCREASED9,2949,268+26+0%$540.9K$499.4K-$41.5K2026-10-09
Genesis Private Wealth, LLC
INCREASED9,2916,332+2,959+47%$360.8K$505.7K+$144.9K2026-11-02
J. L. Bainbridge & Co., Inc.
DECREASED9,27510,394-1,119-11%$592.3K$504.8K-$87.5K2026-10-20
Market Street Wealth Management Advisors LLC
INCREASED9,2688,166+1,102+13%$465.3K$504.4K+$39.1K2026-10-09
Founders Capital Management, LLC
DECREASED9,1949,542-348-4%$543.7K$500.4K-$43.3K2026-10-23
Vicus Capital
INCREASED9,1848,943+241+3%$509.6K$499.9K-$9.7K2026-11-05
Altura Wealth Advisors Inc.
INCREASED9,1828,062+1,120+14%$459.4K$499.8K+$40.4K2026-10-22
Global Assets Advisory, LLC
INCREASED9,1709,005+165+2%$525.3K$496.6K-$28.7K2026-10-28
Perennial Advisors, LLC
UNCHANGED9,1629,16200%$522.1K$498.7K-$23.4K2026-10-13
Vertrix Wealth Management, LLC
UNCHANGED9,0999,09900%$518.5K$495.3K-$23.2K2026-10-13
Eagle Wealth Strategies LLC
INCREASED9,0548,977+77+1%$511.5K$492.8K-$18.7K2026-10-20
Sendero Wealth Management, LLC
INCREASED9,0378,984+53+1%$511.9K$491.9K-$20.0K2026-10-14
Parkside Investments, LLC
DECREASED9,00040,000-31,000-77%$569.8K$489.9K-$79.9K2026-10-20
Inspirion Wealth Advisors, LLC
DECREASED8,9979,027-300%$526.8K$489.7K-$37.1K2026-10-09
Heritage Family Offices, LLP
INCREASED8,9758,378+597+7%$477.4K$488.5K+$11.1K2026-11-02
Bernardo Wealth Planning LLC
INCREASED8,9724,265+4,707+110%$243.0K$488.3K+$245.3K2026-10-23
Poinciana Advisors Group, LLC
DECREASED8,8889,088-200-2%$517.8K$483.8K-$34.1K2026-11-06
Point Windward Advisors Inc.
UNCHANGED8,8758,87500%$505.7K$483.1K-$22.6K2026-11-06
Cordgrass Capital Advisors, LLC
DECREASED8,8648,909-45-1%$507.6K$482.5K-$25.2K2026-10-30
Alpha Family Trust
UNCHANGED8,8608,86000%$504.8K$504.8K$02026-11-04
Traveka Wealth, LLC
INCREASED8,8548,652+202+2%$493.0K$481.9K-$11.1K2026-10-19
Willis Johnson Wealth, Inc.
INCREASED8,8148,432+382+5%$480.5K$479.8K-$7002026-11-03
Shade Tree Advisors LLC
NEW8,778—+8,778——$477.8K—2026-10-22
Signet Investment Advisory Group, Inc.
DECREASED8,7389,813-1,075-11%$559.1K$475.6K-$83.5K2026-10-30
Capstone Wealth Management, LLC
UNCHANGED8,7358,73500%$497.7K$475.4K-$22.3K2026-11-02
Raleigh Capital Management Inc.
INCREASED8,6758,425+250+3%$480.0K$472.2K-$7.9K2026-10-28
Richard P Slaughter Associates Inc
DECREASED8,6648,998-334-4%$512.7K$471.6K-$41.1K2026-10-13
Range Financial Group LLC
DECREASED8,6569,125-469-5%$519.9K$471.2K-$48.8K2026-10-21
Sard Wealth Management Group, LLC
INCREASED8,6558,607+48+1%$490.4K$471.1K-$19.3K2026-10-16
Cooper S Advisors, LLC
INCREASED8,6458,642+3+0%$492.4K$470.6K-$21.9K2026-11-03
Asset Advisors Investment Management, LLC
INCREASED8,6127,990+622+8%$455.3K$468.7K+$13.5K2026-10-19
Atwood & Palmer Inc
INCREASED8,6027,966+636+8%$453.9K$468.2K+$14.3K2026-10-08
Segment Wealth Management, LLC
UNCHANGED8,5638,56300%$487.9K$466.1K-$21.8K2026-10-26
Scott Capital Advisors, LLC
INCREASED8,5546,626+1,928+29%$377.5K$457.8K+$80.3K2026-10-13
Sawyer & Company, Inc
DECREASED8,5468,626-80-1%$491.5K$465.2K-$26.4K2026-10-21
Asset Advisory Group, Inc.
INCREASED8,4988,497+1+0%$484.1K$462.5K-$21.6K2026-10-20
Old North State Wealth Management, LLC
DECREASED8,4798,487-80%$483.7K$461.6K-$22.1K2026-10-22
Allen Wealth Management, LLC
INCREASED8,4768,109+367+5%$462.1K$461.3K-$7022026-10-29
Ariadne Wealth Management, LP
INCREASED8,4618,355+106+1%$476.1K$460.5K-$15.5K2026-11-06
Evolution Wealth Management Inc.
DECREASED8,4589,544-1,086-11%$543.8K$460.4K-$83.4K2026-10-28
Optivise Advisory Services LLC
INCREASED8,3797,948+431+5%$452.9K$456.1K+$3.2K2026-10-19
Sentinel Pension Advisors, LLC
INCREASED8,3687,379+989+13%$452.1K$455.5K+$3.4K2026-11-02
Successful Portfolios LLC
UNCHANGED8,3598,35900%$497.4K$451.0K-$46.4K2026-10-09
Wealthcare Capital Partners, LLC
INCREASED8,3558,326+29+0%$474.4K$454.8K-$19.7K2026-10-21
Cypress Wealth Services, LLC
INCREASED8,3488,176+172+2%$465.9K$451.5K-$14.3K2026-10-21
Nadler Financial Group, Inc.
UNCHANGED8,3398,33900%$475.2K$453.9K-$21.3K2026-10-23
Channel Wealth LLC
DECREASED8,3229,432-1,110-12%$537.4K$453.0K-$84.5K2026-11-06
Fogel Capital Management, Inc.
INCREASED8,3198,312+7+0%$473.6K$452.8K-$20.8K2026-11-04
Nolet Wealth Management, LLC
UNCHANGED8,3178,31700%$473.9K$452.7K-$21.2K2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED8,2978,105+192+2%$461.8K$451.6K-$10.2K2026-10-21
Financial Security Advisor, Inc.
DECREASED8,2869,290-1,004-11%$529.4K$451.0K-$78.4K2026-11-03
Cherrydale Wealth Management, LLC
INCREASED8,2698,254+15+0%$470.3K$450.1K-$20.2K2026-10-20
Crown Wealth Group, LLC
DECREASED8,2478,453-206-2%$481.7K$448.9K-$32.8K2026-10-19
Physician Wealth Advisors, Inc.
DECREASED8,2458,364-119-1%$476.6K$448.8K-$27.9K2026-10-20
TSG Advice Partners, LLC
NEW8,228—+8,228——$468.8K—2026-10-29
Smith Chas P & Associates PA Cpas
DECREASED8,2228,422-200-2%$479.9K$421.2K-$58.7K2026-10-22
GK Wealth Management LLC
INCREASED8,2197,655+564+7%$436.2K$447.4K+$11.2K2026-10-09
Invera Wealth Advisors, LLC
INCREASED8,2117,599+612+8%$433.0K$446.9K+$13.9K2026-10-28
Montz Harcus Wealth Management LLC
INCREASED8,1958,081+114+1%$460.5K$446.0K-$14.4K2026-10-09
Centurion Wealth Management LLC
DECREASED8,1829,149-967-11%$521.3K$445.3K-$76.0K2026-10-13
Edgemoor Investment Advisors, Inc.
INCREASED8,1398,031+108+1%$457.6K$443.0K-$14.6K2026-11-03
Schorn Wealth LLC
INCREASED8,1378,136+1+0%$463.6K$442.9K-$20.7K2026-10-14
AK Global Asset Management, LLC
UNCHANGED8,1338,13300%$463.4K$442.7K-$20.7K2026-10-27
Arbor Investment Advisors, LLC
DECREASED8,11515,363-7,248-47%$875.4K$441.7K-$433.7K2026-10-26
Clear Trail Advisors, LLC
NEW8,111—+8,111——$441.5K—2026-10-20
WealthBridge Capital Management, LLC
INCREASED8,1057,909+196+2%$450.6K$441.2K-$9.5K2026-10-16
Seizert Capital Partners, LLC
UNCHANGED8,0748,07400%$460.1K$439.5K-$20.6K2026-10-30
Cornerstone Wealth, LLC
INCREASED8,0378,012+25+0%$493.5K$406.4K-$87.1K2026-10-28
Alhambra Investment Management LLC
DECREASED8,0298,162-133-2%$465.1K$437.0K-$28.1K2026-10-15
Wolff Wiese Magana LLC
INCREASED8,0006,961+1,039+15%$396.6K$435.4K+$38.8K2026-10-15
Jm2 Capital Inc.
DECREASED7,9988,024-260%$457.2K$435.3K-$21.9K2026-10-14
Professional Advisory Services Inc
UNCHANGED7,9927,99200%$455.0K$435.0K-$20.0K2026-10-08
Avail Investment Partners, LLC
DECREASED7,9908,082-92-1%$460.5K$434.9K-$25.6K2026-10-16
Asset One Wealth Management LLC
INCREASED7,9576,794+1,163+17%$418.4K$433.1K+$14.6K2026-11-02
UMB Private Wealth Management, LLC
NEW7,954—+7,954——$432.9K—2026-10-19
Keudell ison Wealth Management
DECREASED7,9537,966-130%$453.9K$432.9K-$21.0K2026-10-16
Money Concepts Capital Corp
INCREASED7,9527,533+419+6%$429.3K$432.9K+$3.6K2026-11-06
Chung Wu Investment Group, LLC
UNCHANGED7,9507,95000%$453.0K$432.7K-$20.3K2026-11-03
Boyd Watterson Asset Management LLC
DECREASED7,9448,307-363-4%$473.3K$432.4K-$40.9K2026-11-06
PKS Advisory Services, LLC
UNCHANGED7,9187,91800%$451.1K$451.1K$02026-10-26
FDx Advisors, Inc.
DECREASED7,9148,215-301-4%$468.0K$431.0K-$37.0K2026-11-05
Argos Wealth Advisors, LLC
DECREASED7,9138,000-87-1%$455.8K$430.7K-$25.1K2026-11-02
Evermay Wealth Management LLC
DECREASED7,9037,925-220%$451.6K$430.2K-$21.4K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED7,8937,533+360+5%$429.0K$430.0K+$1.0K2026-10-27
Radnor Capital Management, LLC
UNCHANGED7,8657,86500%$448.1K$428.1K-$20.1K2026-10-23
Beacon Capital Management, LLC
INCREASED7,8597,660+199+3%$436.5K$427.8K-$8.7K2026-10-23
Invenio Wealth Partners LLC
INCREASED7,8537,449+404+5%$424.4K$427.4K+$3.0K2026-10-20
Security National Bank
INCREASED7,8497,837+12+0%$446.6K$427.2K-$19.3K2026-10-26
Morton Capital Management LLC
INCREASED7,8446,708+1,136+17%$382.2K$426.9K+$44.7K2026-10-23
New England Professional Planning Group Inc.
UNCHANGED7,8167,81600%$445.4K$425.4K-$19.9K2026-10-29
Northwest Wealth Management, LLC
INCREASED7,8106,361+1,449+23%$362.5K$425.1K+$62.6K2026-10-30
Prevail Innovative Wealth Advisors, LLC
DECREASED7,800130,924-123,124-94%$7.5M$417.5K-$7.0M2026-10-20
Destiny Wealth Partners, LLC
DECREASED7,7958,034-239-3%$497.7K$386.4K-$111.3K2026-11-05
Burns J W & Co Inc
DECREASED7,7938,183-390-5%$466.2K$424.2K-$42.1K2026-10-20
Vilga Financial Planning LLC
DECREASED7,7907,882-92-1%$449.1K$424.0K-$25.1K2026-10-09
Weaver Consulting Group
DECREASED7,7788,452-674-8%$481.6K$423.4K-$58.2K2026-10-07
DDD Partners, LLC
DECREASED7,763407,855-400,092-98%$23.2M$422.6K-$22.8M2026-11-02
Koenig Investment Advisory, LLC
INCREASED7,7597,656+103+1%$436.3K$422.3K-$13.9K2026-10-09
Goldstein Advisors, LLC
INCREASED7,7487,012+736+11%$399.5K$421.7K+$22.2K2026-10-15
Miramontes Capital, LLC
DECREASED7,7468,101-355-4%$461.6K$421.6K-$40.0K2026-10-19
Stonebridge Financial Group, LLC
INCREASED7,7277,405+322+4%$421.9K$420.6K-$1.4K2026-10-01
Marks Group Wealth Management, Inc
DECREASED7,7027,922-220-3%$451.4K$419.2K-$32.2K2026-11-05
Stronghold Wealth Management L.L.C.
INCREASED7,6947,070+624+9%$402.8K$418.8K+$15.9K2026-10-16
Crusonia Wealth Advisors LLC
INCREASED7,6716,671+1,000+15%$380.1K$417.5K+$37.4K2026-10-26
Websterrogers Financial Advisors, LLC
UNCHANGED7,6667,66600%$436.8K$417.3K-$19.5K2026-11-02
XY Planning Network, Inc.
INCREASED7,6653,978+3,687+93%$226.7K$417.2K+$190.6K2026-10-14
Lifestyle Asset Management, Inc.
INCREASED7,6406,552+1,088+17%$373.3K$415.8K+$42.5K2026-10-20
Fortitude Family Office, LLC
INCREASED7,6357,431+204+3%$423.4K$415.6K-$7.8K2026-10-14
Pathway Financial Advisers, LLC
DECREASED7,6339,664-2,031-21%$550.6K$415.5K-$135.2K2026-10-27
CFM Wealth Partners LLC
DECREASED7,6288,062-434-5%$459.4K$415.2K-$44.2K2026-11-05
Core Wealth Partners LLC
INCREASED7,6256,572+1,053+16%$374.5K$415.1K+$40.6K2026-11-02
NewSquare Capital LLC
INCREASED7,6136,385+1,228+19%$363.8K$414.4K+$50.5K2026-11-06
Pflug Koory, LLC
UNCHANGED7,5807,58000%$431.9K$412.6K-$19.3K2026-10-26
Romano Brothers and Company
DECREASED7,5787,753-175-2%$441.8K$412.5K-$29.3K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
DECREASED7,5627,653-91-1%$436.1K$411.6K-$24.5K2026-10-29
Life Planning Partners, Inc
INCREASED7,5237,520+3+0%$428.5K$409.5K-$19.0K2026-10-28
Hoxton Planning & Management, LLC
DECREASED7,5107,515-50%$428.2K$408.8K-$19.4K2026-10-15
Strategy Asset Managers LLC
INCREASED7,4987,378+120+2%$420.4K$408.1K-$12.3K2026-10-14
BlueChip Wealth Advisors LLC
INCREASED7,4947,488+6+0%$426.7K$407.9K-$18.8K2026-11-03
Thayer Partners, LLC / MA
INCREASED7,4854,343+3,142+72%$247.4K$407.4K+$160.0K2026-11-06
Royal Fund Management, LLC
INCREASED7,4727,410+62+1%$422.3K$406.7K-$15.5K2026-10-22
Lincoln Capital Corp
DECREASED7,4618,833-1,372-16%$503.3K$406.1K-$97.2K2026-10-13
W Advisors, LLC
INCREASED7,4607,285+175+2%$415.1K$406.1K-$9.0K2026-11-02
Abound Wealth Management
INCREASED7,4495,360+2,089+39%$305.4K$405.4K+$100.0K2026-10-26
Altfest L J & Co Inc
DECREASED7,4437,678-235-3%$437.5K$405.1K-$32.3K2026-10-27
Index Fund Advisors, Inc.
INCREASED7,3977,386+11+0%$420.9K$402.6K-$18.3K2026-11-05
LifeGoal Investments, LLC
INCREASED7,3535,789+1,564+27%$329.9K$400.2K+$70.4K2026-10-09
Reap Financial Group, LLC
INCREASED7,3476,653+694+10%$379.1K$399.9K+$20.8K2026-11-02
Hummer Financial Advisory Services Inc
UNCHANGED7,3477,34700%$418.6K$399.9K-$18.7K2026-10-09
Arista Wealth Management, LLC
DECREASED7,32212,220-4,898-40%$696.3K$398.5K-$297.8K2026-10-29
Cora Capital Advisors LLC
INCREASED7,3087,305+3+0%$416.2K$397.8K-$18.4K2026-11-02
Pines Wealth Management, LLC
INCREASED7,3056,025+1,280+21%$343.3K$397.6K+$54.3K2026-10-21
Kraematon Investment Advisors, Inc
INCREASED7,2877,252+35+0%$413.2K$396.6K-$16.6K2026-11-02
Rooted Wealth Advisors, Inc.
UNCHANGED7,2727,27200%$414.4K$414.4K$02026-11-03
Leo Wealth, LLC
NEW7,265—+7,265——$395.4K—2026-10-26
JAG Capital Management, LLC
DECREASED7,2607,442-182-2%$424.0K$395.1K-$28.9K2026-11-06
Harold Davidson & Associates Inc.
DECREASED7,2538,253-1,000-12%$470.3K$394.8K-$75.5K2026-10-29
Middleton & Co Inc
UNCHANGED7,2497,24900%$413.0K$394.6K-$18.5K2026-10-23
Integrity Wealth Advisors, Inc.
NEW7,243—+7,243——$394.2K—2026-10-29
Bellecapital International Ltd.
NEW7,221—+7,221——$393.0K—2026-10-21
Veracity Capital LLC
INCREASED7,2217,009+212+3%$399.4K$393.0K-$6.3K2026-10-08
Financial Perspectives, Inc
INCREASED7,2067,192+14+0%$409.8K$392.2K-$17.6K2026-11-03
Fairscale Capital, LLC
DECREASED7,1877,369-182-2%$419.9K$359.4K-$60.5K2026-11-04
Lynx Investment Advisory
INCREASED7,1785,544+1,634+29%$315.9K$390.7K+$74.9K2026-10-27
Fulton Breakefield Broenniman LLC
DECREASED7,1699,169-2,000-22%$522.5K$390.2K-$132.2K2026-11-03
Rossby Financial, LCC
INCREASED7,1673,336+3,831+115%$190.1K$390.1K+$200.0K2026-11-05
Verus Capital Partners, LLC
DECREASED7,1677,693-526-7%$438.3K$390.1K-$48.3K2026-11-03
Lakeshore Financial Planning, Inc.
INCREASED7,1627,159+3+0%$408.0K$389.8K-$18.2K2026-10-13
Lodestar Private Asset Management LLC
DECREASED7,1447,254-110-2%$413.3K$388.8K-$24.5K2026-10-26
BCS Wealth Management
DECREASED7,1357,374-239-3%$420.2K$388.4K-$31.8K2026-11-03
Galvin, Gaustad & Stein, LLC
INCREASED7,1357,132+3+0%$406.4K$388.4K-$18.0K2026-10-08
Catalyst Private Wealth, LLC
NEW7,129—+7,129——$388.0K—2026-10-13
Tucker Asset Management LLC
INCREASED7,1136,141+972+16%$349.9K$387.1K+$37.2K2026-10-29
Frederick Financial Consultants, LLC
DECREASED7,1107,387-277-4%$420.9K$387.0K-$33.9K2026-10-29
Willow Creek Wealth Management Inc.
INCREASED7,1106,885+225+3%$392.3K$387.0K-$5.3K2026-10-26
Vaquero Private Wealth, LTD
UNCHANGED7,1057,10500%$404.8K$386.7K-$18.1K2026-10-27
Sonata Capital Group Inc
UNCHANGED7,1007,10000%$404.6K$386.5K-$18.1K2026-10-19
Community Trust & Investment Co
UNCHANGED7,0597,05900%$402.2K$384.2K-$18.0K2026-10-15
Peak Wealth Management LLC
INCREASED7,0366,997+39+1%$398.7K$356.3K-$42.3K2026-10-26
Lincoln Capital LLC
UNCHANGED7,0347,03400%$400.8K$382.9K-$17.9K2026-10-09
Ddfg, Inc
DECREASED7,0007,496-496-7%$427.1K$381.0K-$46.1K2026-10-15
AdviceOne Advisory Services, LLC
INCREASED6,9956,989+6+0%$398.2K$380.7K-$17.5K2026-10-19
Chickasaw Capital Management LLC
DECREASED6,9557,270-315-4%$414.0K$378.6K-$35.4K2026-10-08
Polaris Investment Advisors, LLC
UNCHANGED6,9466,94600%$395.8K$378.1K-$17.7K2026-10-20
Northcape Wealth Management, LLC
INCREASED6,9256,625+300+5%$377.5K$376.9K-$5652026-11-04
Atala Financial Inc
UNCHANGED6,9036,90300%$393.3K$375.7K-$17.6K2026-10-22
Sentry LLC
UNCHANGED6,9006,90000%$393.2K$375.6K-$17.6K2026-10-30
Hengehold Capital Management LLC
DECREASED6,8958,451-1,556-18%$481.5K$375.3K-$106.2K2026-10-16
Financial & Tax Architects, LLC
DECREASED6,8957,181-286-4%$409.2K$375.3K-$33.9K2026-10-15
Heartwood Wealth Advisors LLC
UNCHANGED6,8946,89400%$392.8K$375.2K-$17.6K2026-10-05
Sterling Investment Counsel, LLC
DECREASED6,8727,610-738-10%$433.6K$374.0K-$59.6K2026-10-19
Bull Street Advisors, LLC
UNCHANGED6,8376,83700%$390.0K$372.0K-$18.0K2026-10-20
Cpwa, LLC
INCREASED6,8266,550+276+4%$373.2K$372.6K-$6482026-11-04
Stenger Family Office, LLC
INCREASED6,8245,561+1,263+23%$316.9K$368.2K+$51.3K2026-10-22
Oak Harvest Investment Services
DECREASED6,8228,407-1,585-19%$479.0K$371.3K-$107.7K2026-10-20
Clarity Wealth Advisors, LLC
INCREASED6,8046,366+438+7%$362.7K$370.3K+$7.6K2026-10-21
Sunbeam Capital Management, LLC
DECREASED6,8027,885-1,083-14%$449.3K$370.2K-$79.0K2026-11-05
Novem Group
INCREASED6,7976,731+66+1%$383.5K$370.0K-$13.5K2026-10-19
Pacific Wealth Strategies Group, Inc.
UNCHANGED6,7796,77900%$386.3K$369.0K-$17.3K2026-11-02
AMG Asset Management Group, Inc.
INCREASED6,7654,716+2,049+43%$268.7K$368.2K+$99.5K2026-10-21
Wingate Wealth Advisors, Inc.
UNCHANGED6,7526,75200%$384.7K$367.5K-$17.2K2026-10-26
Capital Investment Counsel, LLC
UNCHANGED6,7106,71000%$382.3K$365.2K-$17.1K2026-10-14
BridgePort Financial Solutions, LLC
INCREASED6,7076,503+204+3%$370.5K$365.1K-$5.5K2026-11-02
WPG Advisers, LLC
INCREASED6,7036,514+189+3%$371.2K$364.8K-$6.3K2026-10-27
SC&H Financial Advisors, Inc.
INCREASED6,7006,697+3+0%$381.6K$364.7K-$16.9K2026-10-14
Hunter Associates Investment Management LLC
DECREASED6,6956,737-42-1%$383.0K$365.0K-$18.0K2026-10-26
Citrine Capital LLC
INCREASED6,6946,529+165+3%$372.0K$364.3K-$7.7K2026-10-14
Owl Creek Wealth Partners LLC
DECREASED6,6727,361-689-9%$419.4K$363.2K-$56.3K2026-10-20
Ellis Investment Partners, LLC
INCREASED6,6526,476+176+3%$369.0K$362.1K-$6.9K2026-10-21
Mayfair Advisory Group, LLC
DECREASED6,6496,749-100-1%$418.8K$361.9K-$56.9K2026-10-20
Hidden Cove Wealth Management, LLC
INCREASED6,6484,137+2,511+61%$235.7K$361.9K+$126.1K2026-10-19
Condor Capital Management
DECREASED6,6366,707-71-1%$382.2K$361.2K-$21.0K2026-11-06
Ring Mountain Capital, LLC
INCREASED6,6316,616+15+0%$377.0K$360.9K-$16.0K2026-10-13
Seros Financial, LLC
DECREASED6,6296,741-112-2%$384.1K$360.8K-$23.3K2026-10-21
Blodgett Wealth Advisors, LLC
INCREASED6,6236,618+5+0%$377.1K$360.5K-$16.6K2026-10-23
Veery Capital, LLC
DECREASED6,6206,845-225-3%$390.0K$360.3K-$29.7K2026-10-07
Legacy Edge Advisors, LLC
UNCHANGED6,5836,58300%$375.1K$358.3K-$16.8K2026-11-06
TriaGen Wealth Management LLC
UNCHANGED6,5236,52300%$371.7K$355.1K-$16.6K2026-10-14
Invested Advisors
DECREASED6,5206,569-49-1%$374.3K$354.9K-$19.4K2026-10-23
Ameliora Wealth Management Ltd.
UNCHANGED6,5176,51700%$371.3K$354.7K-$16.6K2026-10-23
Clay Northam Wealth Management, LLC
DECREASED6,5126,532-200%$372.2K$354.4K-$17.7K2026-10-13
Uptick Partners, LLC
INCREASED6,4725,260+1,212+23%$299.7K$352.3K+$52.6K2026-11-04
Richards, Merrill & Peterson, Inc.
DECREASED6,4506,700-250-4%$381.8K$351.1K-$30.7K2026-10-19
Barings LLC
DECREASED6,4357,110-675-9%$405.1K$350.3K-$54.9K2026-10-22
Providence First Trust Co
DECREASED6,41810,458-4,040-39%$595.9K$349.3K-$246.6K2026-11-02
Putney Financial Group LLC
INCREASED6,4026,240+162+3%$355.6K$348.5K-$7.1K2026-10-30
Almanack Investment Partners, Llc.
INCREASED6,3735,860+513+9%$333.9K$346.9K+$13.0K2026-11-03
Avid Wealth Partners LLC
INCREASED6,3556,145+210+3%$350.1K$345.9K-$4.2K2026-11-03
Cove Private Wealth, LLC
INCREASED6,3546,326+28+0%$360.5K$345.8K-$14.6K2026-10-28
Strategic Planning Group, LLC
DECREASED6,3487,269-921-13%$414.2K$345.6K-$68.6K2026-10-22
Garrett Wealth Advisory Group, LLC
DECREASED6,3406,353-130%$362.0K$345.1K-$16.9K2026-10-22
Voisard Asset Management Group, Inc.
INCREASED6,3395,281+1,058+20%$300.9K$345.0K+$44.2K2026-10-13
Encompass More Asset Management
DECREASED6,3327,676-1,344-18%$437.4K$344.7K-$92.8K2026-10-16
Ellsworth Advisors, LLC
INCREASED6,3265,828+498+9%$358.9K$344.3K-$14.6K2026-10-15
Mission Financial Group, LLC
INCREASED6,3255,765+560+10%$328.5K$344.3K+$15.8K2026-10-21
Ariston Services Group
UNCHANGED6,3136,31300%$359.7K$343.6K-$16.1K2026-10-16
GenTrust, LLC
INCREASED6,2875,296+991+19%$301.7K$342.2K+$40.4K2026-11-06
Sanders Morris Harris LLC
DECREASED6,2568,006-1,750-22%$456.2K$353.0K-$103.2K2026-10-14
GW Henssler & Associates LTD
DECREASED6,2446,412-168-3%$365.4K$339.9K-$25.5K2026-10-26
Dominguez Wealth Management Solutions, Inc.
DECREASED6,2396,277-38-1%$357.7K$339.6K-$18.1K2026-10-07
Connecticut Capital Management Group, LLC
INCREASED6,2146,173+41+1%$351.7K$338.2K-$13.5K2026-10-29
Silver Grove Financial Group, Inc.
INCREASED6,2135,450+763+14%$310.5K$338.2K+$27.6K2026-11-05
Clearstead Trust, LLC
INCREASED6,2125,577+635+11%$317.8K$338.1K+$20.3K2026-11-06
Sara-Bay Financial
DECREASED6,1926,395-203-3%$364.4K$337.0K-$27.4K2026-10-21
Cannon Advisors, Inc.
INCREASED6,1835,464+719+13%$331.3K$333.6K+$2.4K2026-10-14
BNC Wealth Management, LLC
DECREASED6,1646,212-48-1%$354.0K$335.5K-$18.5K2026-10-19
MQS Management LLC
NEW6,154—+6,154——$335.0K—2026-11-06
Intergy Private Wealth, LLC
DECREASED6,1536,583-430-7%$375.1K$334.9K-$40.2K2026-10-16
Private Wealth Management Group, LLC
DECREASED6,1526,179-270%$352.1K$334.9K-$17.2K2026-10-19
Central Bank & Trust Co
DECREASED6,1466,256-110-2%$356.5K$334.5K-$21.9K2026-10-09
Coquina Private Wealth LLC
DECREASED6,1416,336-195-3%$361.0K$334.2K-$26.8K2026-10-27
Reston Wealth Management LLC
INCREASED6,1396,097+42+1%$347.4K$334.1K-$13.3K2026-10-29
Powell Investment Advisors, LLC
UNCHANGED6,1386,13800%$349.7K$334.1K-$15.7K2026-10-22
Southern Capital Advisors, LLC
INCREASED6,1306,124+6+0%$348.9K$333.7K-$15.3K2026-10-26
Motive Wealth Advisors
DECREASED6,1266,184-58-1%$352.4K$333.4K-$18.9K2026-10-26
Granite Investment Partners, LLC
UNCHANGED6,1256,12500%$349.0K$333.4K-$15.6K2026-11-04
Correct Capital Wealth Management
DECREASED6,1076,642-535-8%$378.5K$332.4K-$46.1K2026-11-02
D'Orazio & Associates, Inc.
INCREASED6,1005,869+231+4%$334.4K$332.0K-$2.4K2026-11-04
Monument Capital Management
INCREASED6,0995,868+231+4%$334.3K$331.9K-$2.4K2026-10-09
1834 Investment Advisors Co
UNCHANGED6,0986,09800%$347.5K$331.9K-$15.6K2026-10-16
Acorn Creek Capital LLC
INCREASED6,0936,092+1+0%$347.1K$331.6K-$15.5K2026-11-05
Willner & Heller, LLC
INCREASED6,0806,045+35+1%$344.5K$330.9K-$13.5K2026-10-28
Luts & Greenleigh Group, Inc.
INCREASED6,0756,074+1+0%$346.1K$330.6K-$15.5K2026-11-05
Exchange Bank
INCREASED6,0725,830+242+4%$332.2K$330.5K-$1.7K2026-10-07
Carter Financial Group, Inc.
INCREASED6,0695,874+195+3%$334.7K$330.3K-$4.4K2026-10-21
First Bancorp, Inc
DECREASED6,0576,137-80-1%$349.7K$329.7K-$20.0K2026-10-26
Kelly Financial Group LLC
DECREASED6,0286,181-153-2%$352.3K$328.1K-$24.2K2026-10-16
Sterling Investment Advisors, Ltd.
UNCHANGED6,0176,01700%$342.8K$327.5K-$15.3K2026-10-27
Midwest Financial Group LLC
INCREASED6,0126,011+1+0%$342.5K$327.2K-$15.3K2026-10-15
WealthPoint Financial, LLC
DECREASED6,0086,472-464-7%$368.8K$327.0K-$41.7K2026-11-03
Rakuten Securities, Inc.
INCREASED6,006323+5,683+1759%$18.4K$326.9K+$308.5K2026-11-02
Valtinson Bruner Financial Planning LLC
UNCHANGED5,9855,98500%$341.0K$325.8K-$15.3K2026-11-02
Huntleigh Advisors, Inc.
DECREASED5,9826,008-260%$342.4K$325.6K-$16.8K2026-11-03
Hamilton Point Investment Advisors, LLC
UNCHANGED5,9805,98000%$340.7K$325.5K-$15.2K2026-11-03
Gerald Baker Financial Group LLC
DECREASED5,9616,167-206-3%$351.4K$324.5K-$26.9K2026-10-09
Vaughan David Investments LLC
DECREASED5,9606,163-203-3%$351.0K$324.0K-$27.0K2026-11-05
CWC Advisors, Llc.
INCREASED5,9145,855+59+1%$333.6K$321.9K-$11.7K2026-10-15
Grant Street Asset Management, Inc.
UNCHANGED5,9065,90600%$336.5K$321.5K-$15.1K2026-10-26
Noesis Capital Mangement Corp
NEW5,899—+5,899——$321.1K—2026-10-26
Centennial Wealth Advisory LLC
INCREASED5,8935,867+26+0%$334.3K$321.1K-$13.2K2026-10-16
Keystone Financial Planning, Inc.
UNCHANGED5,8815,88100%$335.1K$320.1K-$15.0K2026-10-08
Mountain Capital Investment Advisors Inc.
INCREASED5,8585,620+238+4%$320.2K$318.9K-$1.4K2026-11-06
Uniting Wealth Partners, LLC
INCREASED5,8504,645+1,205+26%$264.7K$318.4K+$53.8K2026-11-06
Trail Ridge Investment Advisors, LLC
INCREASED5,8485,602+246+4%$319.2K$318.3K-$9392026-10-16
Arthur M. Cohen & Associates, LLC
INCREASED5,8415,808+33+1%$331.0K$317.9K-$13.0K2026-10-26
Paulson Wealth Management Inc.
INCREASED5,8325,743+89+2%$327.2K$317.4K-$9.8K2026-11-02
Flywheel Private Wealth LLC
UNCHANGED5,8255,82500%$331.9K$317.1K-$14.9K2026-11-02
Byrne Asset Management LLC
UNCHANGED5,7575,75700%$328.0K$309.3K-$18.7K2026-10-06
Clarus Group, Inc.
INCREASED5,7385,714+24+0%$325.6K$312.3K-$13.2K2026-10-21
Eagle Wealth Advisors LLC
INCREASED5,7365,309+427+8%$302.5K$312.2K+$9.7K2026-10-20
Bangor Savings Bank
INCREASED5,7365,426+310+6%$309.2K$312.2K+$3.0K2026-10-06
MFA Wealth Services
INCREASED5,7275,593+134+2%$318.7K$311.7K-$7.0K2026-10-14
Sage Rhino Capital LLC
DECREASED5,7135,803-90-2%$330.7K$311.0K-$19.7K2026-10-28
15 Wealth Advisors LLC
NEW5,709—+5,709——$310.7K—2026-10-14
Commonwealth Financial Services, LLC
DECREASED5,7036,198-495-8%$353.1K$310.4K-$42.7K2026-10-20
Hamilton Capital, LLC
INCREASED5,6885,668+20+0%$323.0K$309.6K-$13.4K2026-10-08
Flynn Zito Capital Management, LLC
INCREASED5,6835,666+17+0%$322.9K$309.3K-$13.5K2026-11-04
MN Wealth Advisors, LLC
INCREASED5,6814,860+821+17%$276.9K$309.2K+$32.3K2026-10-23
Capital Advantage, Inc.
DECREASED5,6676,358-691-11%$362.3K$308.4K-$53.8K2026-10-14
Retireful, LLC
NEW5,666—+5,666——$308.4K—2026-10-09
Emergent Wealth Advisors, LLC
DECREASED5,6466,888-1,242-18%$358.3K$307.3K-$50.9K2026-10-09
Nordwand Advisors, LLC
INCREASED5,6405,548+92+2%$316.1K$307.0K-$9.1K2026-11-05
Trifecta Capital Advisors, LLC
UNCHANGED5,6145,61400%$319.9K$305.6K-$14.3K2026-10-21
Braun-Bostich & Associates Inc.
INCREASED5,6124,704+908+19%$268.0K$305.5K+$37.4K2026-10-20
RED Lighthouse Investment Management, LLC
INCREASED5,6125,606+6+0%$319.4K$305.5K-$14.0K2026-11-02
Echo45 Advisors LLC
NEW5,605—+5,605——$305.1K—2026-10-07
PFG Private Wealth Management, LLC
INCREASED5,6034,556+1,047+23%$259.6K$305.0K+$45.4K2026-10-15
First United Bank & Trust
DECREASED5,5975,890-293-5%$335.6K$304.6K-$31.0K2026-10-22
Kaufman Rossin Wealth, LLC
NEW5,587—+5,587——$304.1K—2026-10-19
Good Harbor Advisors, Inc.
DECREASED5,5766,120-544-9%$348.8K$303.5K-$45.3K2026-10-20
Yoffe Investment Management, LLC
UNCHANGED5,5735,57300%$317.6K$303.3K-$14.2K2026-11-02
Cambridge Financial Group, LLC
UNCHANGED5,5645,56400%$317.1K$317.1K$02026-10-06
St. Clair Advisors, LLC
UNCHANGED5,5605,56000%$316.8K$302.6K-$14.2K2026-10-13
Aletheian Wealth Advisors LLC
INCREASED5,5585,422+136+3%$308.9K$302.5K-$6.4K2026-10-08
Stephenson & Company, Inc.
NEW5,541—+5,541——$301.6K—2026-10-30
Kagan Cocozza Asset Management
DECREASED5,5295,790-261-5%$329.9K$300.9K-$29.0K2026-10-19
Weil Company, Inc.
INCREASED5,5123,758+1,754+47%$214.1K$300.0K+$85.9K2026-10-14
Hall Laurie J Trustee
UNCHANGED5,5075,50700%$313.8K$299.7K-$14.0K2026-10-06
One Day In July LLC
UNCHANGED5,4985,49800%$313.3K$299.3K-$14.0K2026-10-30
Colton Groome Financial Advisors, LLC
DECREASED5,4885,922-434-7%$337.4K$298.7K-$38.7K2026-10-06
Nemes Rush Group LLC
DECREASED5,4795,507-28-1%$313.8K$298.2K-$15.6K2026-11-04
Uhlmann Price Securities, LLC
NEW5,457—+5,457——$297.0K—2026-11-03
Asset Planning,Inc
INCREASED5,4555,432+23+0%$309.5K$296.9K-$12.6K2026-10-26
Rahlfs Capital, LLC
UNCHANGED5,4505,45000%$310.5K$296.6K-$13.9K2026-10-23
Worth Asset Management, LLC
INCREASED5,4493,673+1,776+48%$209.3K$296.6K+$87.3K2026-10-07
J. Derek Lewis & Associates Inc.
DECREASED5,4495,618-169-3%$320.1K$296.6K-$23.5K2026-11-03
Sage Mountain Advisors LLC
DECREASED5,4357,141-1,706-24%$406.9K$295.8K-$111.1K2026-11-02
Quad-Cities Investment Group, LLC
INCREASED5,4215,415+6+0%$308.5K$295.1K-$13.5K2026-10-16
Allegiance Financial Group Advisory Services LLC
INCREASED5,4054,331+1,074+25%$246.8K$294.2K+$47.4K2026-11-02
Sage Investment Advisers LLC
DECREASED5,3915,587-196-4%$318.4K$293.4K-$24.9K2026-10-21
Elmwood Wealth Management, Inc.
INCREASED5,3735,338+35+1%$304.2K$292.5K-$11.7K2026-10-14
Allen Investment Management, LLC
UNCHANGED5,3645,36400%$305.6K$292.0K-$13.7K2026-11-03
My Personal CFO, LLC
INCREASED5,3585,346+12+0%$304.6K$291.6K-$13.0K2026-10-14
Pacific Center for Financial Services
DECREASED5,3505,394-44-1%$307.4K$291.2K-$16.1K2026-10-15
Nexus Investment Management ULC
UNCHANGED5,3505,35000%$304.8K$291.2K-$13.6K2026-10-27
McCollum Christoferson Group LLC
NEW5,348—+5,348——$291.1K—2026-10-13
Richardson Financial Services Inc.
DECREASED5,3425,528-186-3%$315.0K$290.8K-$24.2K2026-10-30
MinichMacGregor Wealth Management, LLC
UNCHANGED5,3355,33500%$304.0K$290.4K-$13.6K2026-10-14
GSG Advisors LLC
DECREASED5,3225,331-90%$303.8K$289.7K-$14.1K2026-11-03
North Capital, Inc.
DECREASED5,3135,759-446-8%$328.2K$286.7K-$41.5K2026-10-16
Alliance Wealth Advisors, LLC
DECREASED5,2875,899-612-10%$336.1K$287.8K-$48.4K2026-10-28
Financial Guidance Group, Inc.
DECREASED5,2795,485-206-4%$312.5K$287.3K-$25.2K2026-10-21
Syntegra Private Wealth Group, LLC
INCREASED5,2685,238+30+1%$298.5K$286.7K-$11.7K2026-10-13
Wealth Analytics Partners, LLC
UNCHANGED5,2675,26700%$319.3K$286.7K-$32.6K2026-10-19
Eurizon SLJ Capital Ltd
DECREASED5,2646,278-1,014-16%$357.7K$286.5K-$71.2K2026-11-06
Manske Wealth Management
INCREASED5,2635,050+213+4%$287.7K$286.5K-$1.3K2026-10-26
Gainplan LLC
INCREASED5,2635,254+9+0%$299.4K$286.5K-$12.9K2026-10-09
Missouri Trust & Investment Co
DECREASED5,2576,257-1,000-16%$387.6K$286.1K-$101.5K2026-11-04
Meyer Handelman Co
INCREASED5,2575,065+192+4%$288.6K$286.1K-$2.5K2026-10-28
Wagner Wealth Management, Corp
DECREASED5,2515,328-77-1%$303.6K$285.8K-$17.8K2026-10-20
Mainsail Asset Management, LLC
INCREASED5,2435,144+99+2%$315.2K$283.6K-$31.6K2026-10-14
TL Private Wealth
INCREASED5,2415,240+1+0%$313.7K$286.1K-$27.6K2026-10-13
Solutions 4 Wealth, Ltd
DECREASED5,2155,244-29-1%$298.8K$283.9K-$14.9K2026-11-03
BNB Wealth Management, LLC
DECREASED5,2075,641-434-8%$321.4K$283.4K-$38.0K2026-10-28
BKM Wealth Management, LLC
INCREASED5,2025,054+148+3%$288.0K$283.2K-$4.8K2026-10-22
Seven Mile Advisory
DECREASED5,1705,536-366-7%$315.5K$281.4K-$34.0K2026-10-22
Split Creek LLC DBA Split Creek Capital LLC
INCREASED5,1604,073+1,087+27%$232.1K$280.9K+$48.8K2026-11-02
Paragon Private Wealth Management, LLC
DECREASED5,15512,028-6,873-57%$685.4K$280.6K-$404.8K2026-10-20
Main Street Group, LTD
DECREASED5,1435,269-126-2%$300.2K$279.9K-$20.3K2026-10-28
Mountain Pacific Investment Advisers LLC
UNCHANGED5,1435,14300%$293.0K$279.9K-$13.1K2026-10-29
Fearless Solutions, LLC dba Best Invest
INCREASED5,1325,112+20+0%$291.3K$279.3K-$11.9K2026-10-14
RTD Financial Advisors, Inc.
DECREASED5,1315,578-447-8%$317.8K$279.3K-$38.6K2026-10-09
Juncture Wealth Strategies, LLC
INCREASED5,1305,129+1+0%$292.3K$279.2K-$13.0K2026-10-06
Trueblood Wealth Management, LLC
INCREASED5,1235,100+23+0%$290.6K$278.9K-$11.8K2026-10-23
Gerber, LLC
INCREASED5,1235,114+9+0%$291.4K$278.8K-$12.6K2026-10-21
Balboa Wealth Partners
DECREASED5,1197,952-2,833-36%$453.1K$278.6K-$174.5K2026-10-20
Meridian Financial Advisors, LLC
DECREASED5,1065,151-45-1%$293.5K$277.9K-$15.6K2026-10-14
Montchanin Asset Management, LLC
UNCHANGED5,1005,10000%$291.0K$278.0K-$13.0K2026-11-02
Marotta Asset Management
INCREASED5,0994,950+149+3%$288.9K$277.5K-$11.3K2026-10-02
PVG Asset Management Corp
UNCHANGED5,0935,09300%$290.2K$277.2K-$13.0K2026-10-19
BXM Wealth LLC
UNCHANGED5,0905,09000%$290.0K$277.1K-$13.0K2026-11-03
Guerra PAN Advisors, LLC
DECREASED5,0815,329-248-5%$303.6K$256.0K-$47.6K2026-10-26
waypoint wealth counsel
INCREASED5,0784,157+921+22%$236.9K$276.4K+$39.5K2026-10-22
Fonville Wealth Management LLC
INCREASED5,0583,623+1,435+40%$206.4K$275.3K+$68.9K2026-10-28
Mosley Wealth Management
DECREASED5,0425,304-262-5%$302.2K$260.7K-$41.5K2026-10-16
Hill Island Financial LLC
INCREASED5,0384,915+123+3%$280.0K$274.2K-$5.8K2026-10-20
Peachtree Investment Partners, LLC
NEW5,035—+5,035——$274.1K—2026-11-05
Mraz, Amerine & Associates, Inc.
DECREASED5,0295,161-132-3%$294.1K$273.7K-$20.3K2026-10-30
Woodley Farra Manion Portfolio Management Inc
INCREASED5,0253,525+1,500+43%$200.9K$273.5K+$72.7K2026-11-05
Warren Street Wealth Advisors, LLC
INCREASED5,0183,877+1,141+29%$220.9K$273.1K+$52.2K2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED5,0133,773+1,240+33%$215.0K$272.8K+$57.9K2026-10-28
Spectrum Asset Management, Inc. (NB )
INCREASED5,0045,003+1+0%$285.1K$272.4K-$12.7K2026-10-19
Harfst & Associates, Inc.
UNCHANGED5,0025,00200%$285.0K$272.3K-$12.8K2026-10-20
KFA Private Wealth Group, LLC
INCREASED5,0004,941+59+1%$281.6K$272.2K-$9.4K2026-10-07
Detalus Advisors, LLC
INCREASED4,9884,912+76+2%$279.9K$271.5K-$8.4K2026-10-15
Texas Bank & Trust Co
UNCHANGED4,9824,98200%$283.9K$271.2K-$12.7K2026-11-04
Spectrum Planning & Advisory Services Inc.
INCREASED4,9643,749+1,215+32%$213.6K$270.2K+$56.6K2026-11-05
Applied Capital LLC
DECREASED4,9605,060-100-2%$288.3K$270.0K-$18.3K2026-10-07
Kozak & Associates, Inc.
INCREASED4,9584,930+28+1%$287.7K$252.1K-$35.6K2026-10-29
LifeWealth Investments, LLC
DECREASED4,9535,138-185-4%$292.8K$269.6K-$23.2K2026-10-21
Plan A Wealth LLC
DECREASED4,9474,987-40-1%$284.1K$269.3K-$14.9K2026-10-08
Catalyst Investment Management LLC
UNCHANGED4,9474,94700%$281.9K$269.3K-$12.6K2026-10-21
RAM Investment Partners, LLC
INCREASED4,9164,810+106+2%$274.1K$267.6K-$6.5K2026-10-21
Syntax Research, Inc.
DECREASED4,9015,436-535-10%$309.7K$266.8K-$43.0K2026-11-04
Lionshead Wealth Management, LLC
INCREASED4,8924,821+71+1%$274.7K$266.3K-$8.4K2026-10-21
JSF Financial, LLC
INCREASED4,8674,362+505+12%$248.6K$264.9K+$16.3K2026-10-22
LFA - Lugano Financial Advisors SA
DECREASED4,8654,971-106-2%$283.2K$264.8K-$18.4K2026-11-03
Investment Research & Advisory Group, Inc.
INCREASED4,8614,846+15+0%$300.7K$299.2K-$1.4K2026-10-19
Collective Family Office LLC
DECREASED4,8595,091-232-5%$290.1K$264.5K-$25.6K2026-10-05
Mendel Money Management
DECREASED4,8555,205-350-7%$296.6K$264.3K-$32.3K2026-11-02
Cornell Pochily Investment Advisors, Inc.
INCREASED4,8394,831+8+0%$275.3K$263.4K-$11.9K2026-10-19
Cascade Investment Group, Inc.
UNCHANGED4,8394,83900%$275.7K$263.4K-$12.3K2026-10-13
Flagstone Financial Management
UNCHANGED4,8364,83600%$275.5K$263.2K-$12.3K2026-11-05
WP Advisors, LLC
INCREASED4,8234,796+27+1%$273.3K$262.6K-$10.7K2026-10-22
Bensler, LLC
INCREASED4,8134,472+341+8%$254.8K$262.0K+$7.2K2026-11-05
Financial Consulate, Inc
INCREASED4,8114,741+70+1%$270.2K$261.9K-$8.3K2026-10-23
Steinberganna Wealth Management
DECREASED4,8054,922-117-2%$280.4K$261.5K-$18.9K2026-10-23
Heritage Investment Group, Inc.
INCREASED4,8024,655+147+3%$265.2K$261.4K-$3.9K2026-11-03
Ackerman Capital Advisors, LLC
INCREASED4,7963,716+1,080+29%$211.8K$261.0K+$49.3K2026-10-30
GGM Financial LLC
INCREASED4,7933,589+1,204+34%$204.5K$260.9K+$56.4K2026-11-05
Advus Financial Partners, LLC
DECREASED4,7935,118-325-6%$291.6K$260.9K-$30.8K2026-10-20
Cairn Investment Group, Inc.
UNCHANGED4,7684,76800%$272.0K$260.0K-$12.0K2026-11-04
Cottonwood Capital Advisors, LLC
INCREASED4,7674,751+16+0%$270.7K$259.5K-$11.2K2026-10-20
CWS Financial Advisors, LLC
INCREASED4,7674,755+12+0%$270.9K$259.5K-$11.4K2026-10-16
Security Financial Services, Inc.
INCREASED4,7624,720+42+1%$268.9K$259.2K-$9.8K2026-10-29
Sage Private Wealth Group, LLC
UNCHANGED4,7604,76000%$271.2K$259.1K-$12.1K2026-10-21
Washington Trust Advisors, Inc.
DECREASED4,7314,931-200-4%$281.0K$257.5K-$23.5K2026-10-22
Meridian Financial Partners LLC
DECREASED4,7014,822-121-3%$297.0K$243.0K-$53.9K2026-10-23
Stevens Capital Partners
NEW4,698—+4,698——$255.7K—2026-10-29
DecisionMap Wealth Management, LLC
DECREASED4,6924,974-282-6%$283.4K$255.4K-$28.0K2026-10-29
Global Strategic Investment Solutions, LLC
INCREASED4,6734,547+126+3%$259.1K$254.3K-$4.7K2026-10-16
Insight Wealth Strategies, LLC
DECREASED4,6655,799-1,134-20%$338.4K$253.9K-$84.5K2026-10-09
Burk Holdings LLC
INCREASED4,6634,365+298+7%$248.7K$253.8K+$5.1K2026-11-05
Berkshire Money Management, Inc.
NEW4,637—+4,637——$252.4K—2026-10-21
Single Point Partners, LLC
DECREASED4,62625,692-21,066-82%$1.5M$251.8K-$1.2M2026-10-19
Ballast Financial Advisors LLC
DECREASED4,6244,784-160-3%$272.6K$251.7K-$20.9K2026-10-26
Cadinha & Co LLC
INCREASED4,6164,062+554+14%$231.5K$251.2K+$19.8K2026-10-22
Fifth Third Securities, Inc.
NEW4,564—+4,564——$248.5K—2026-10-21
Twelve Points Wealth Management LLC
INCREASED4,5614,326+235+5%$246.5K$228.1K-$18.4K2026-11-03
4Wealth Advisors, Inc.
DECREASED4,5584,773-215-4%$276.3K$250.5K-$25.7K2026-10-13
Kondo Wealth Advisors, Inc.
INCREASED4,5424,523+19+0%$257.8K$247.3K-$10.5K2026-10-19
ERn Financial, LLC
DECREASED4,5374,656-119-3%$265.3K$246.9K-$18.4K2026-10-28
Purus Wealth Management, LLC
INCREASED4,5334,531+2+0%$258.2K$246.7K-$11.4K2026-10-15
Banque de Luxembourg S.A.
INCREASED4,5322,149+2,383+111%$122.5K$246.7K+$124.2K2026-10-14
Collar Capital Management, LLC
UNCHANGED4,5304,53000%$258.1K$246.6K-$11.6K2026-10-28
Elevation Wealth Partners, LLC
INCREASED4,5044,129+375+9%$235.3K$245.2K+$9.9K2026-10-07
RBA Wealth Management, LLC
NEW4,495—+4,495——$244.7K—2026-10-28
Apollon Financial, LLC
INCREASED4,4864,137+349+8%$235.7K$244.2K+$8.4K2026-10-23
Innovative Wealth Building LLC
DECREASED4,4554,488-33-1%$255.7K$242.5K-$13.2K2026-10-14
National Wealth Management Group, LLC
NEW4,449—+4,449——$242.2K—2026-10-26
MontVue Capital Management, Inc.
UNCHANGED4,4494,44900%$253.5K$242.2K-$11.3K2026-10-19
Fidelity D & D Bancorp Inc
DECREASED4,4484,566-118-3%$260.2K$242.1K-$18.1K2026-11-05
Center for Financial Planning, Inc.
INCREASED4,4454,217+228+5%$240.3K$241.9K+$1.7K2026-10-26
Baring Financial LLC
INCREASED4,4354,362+73+2%$248.6K$241.4K-$7.2K2026-10-07
Parkway Wealth Management Group, LLC
INCREASED4,4333,744+689+18%$213.3K$241.3K+$28.0K2026-10-20
Madson Wealth Advisors Inc
UNCHANGED4,4294,42900%$252.4K$241.1K-$11.3K2026-10-13
Northland Securities, Inc.
UNCHANGED4,4254,42500%$252.1K$240.9K-$11.3K2026-11-02
Intelligence Driven Advisers, LLC
INCREASED4,4154,180+235+6%$238.2K$240.3K+$2.1K2026-10-09
AmeriServ Wealth Advisors
DECREASED4,4144,776-362-8%$272.1K$240.3K-$31.9K2026-10-21
Tanager Wealth Management LLP
INCREASED4,3963,742+654+17%$213.2K$239.3K+$26.1K2026-10-19
Congress Park Capital LLC
UNCHANGED4,3954,39500%$250.4K$239.2K-$11.2K2026-10-13
Norway Savings Bank
UNCHANGED4,3934,39300%$250.3K$239.1K-$11.2K2026-10-20
Blue Capital, Inc.
DECREASED4,3764,593-217-5%$261.7K$238.2K-$23.5K2026-10-13
Hanson & Doremus Investment Management
UNCHANGED4,3764,37600%$249.0K$238.0K-$11.0K2026-10-16
Taylor Financial Group, Inc.
UNCHANGED4,3634,36300%$248.6K$237.5K-$11.1K2026-11-02
Holland Advisory Services, Inc.
DECREASED4,3494,411-62-1%$251.3K$236.7K-$14.6K2026-10-26
Patriot Investment Management Group, Inc.
INCREASED4,3454,337+8+0%$247.1K$236.5K-$10.6K2026-10-15
Mullaney, Keating & Wright, Inc.
UNCHANGED4,3404,34000%$247.3K$236.2K-$11.0K2026-10-19
Squire Investment Management Company, LLC
NEW4,327—+4,327——$235.5K—2026-11-03
Private Wealth Group, LLC
DECREASED4,3264,993-667-13%$284.5K$235.5K-$49.0K2026-10-19
Wagner Wealth Management, LLC
DECREASED4,3184,384-66-2%$249.8K$235.0K-$14.8K2026-10-21
rebel Financial LLC
NEW4,313—+4,313——$234.7K—2026-11-04
Schneider Downs Wealth Management Advisors, LP
INCREASED4,3103,982+328+8%$226.9K$234.6K+$7.7K2026-10-27
Counterpoint Mutual Funds LLC
DECREASED4,2985,920-1,622-27%$337.3K$233.9K-$103.4K2026-10-16
Dumont & Blake Investment Advisors LLC
DECREASED4,2934,421-128-3%$251.9K$233.7K-$18.2K2026-10-28
Smith & Howard Wealth Management, LLC
DECREASED4,2814,369-88-2%$248.9K$233.0K-$15.9K2026-10-27
Convergence Financial, LLC
DECREASED4,2696,042-1,773-29%$344.3K$232.3K-$111.9K2026-10-27
Highland Financial Advisors, LLC
INCREASED4,2684,090+178+4%$233.0K$232.3K-$7292026-10-19
Wealth Advisory Solutions, LLC
DECREASED4,2544,412-158-4%$251.4K$231.6K-$19.9K2026-10-20
DE Burlo Group Inc
UNCHANGED4,2484,24800%$242.1K$231.2K-$10.8K2026-11-05
Basso Capital Management, L.P.
INCREASED4,2394,200+39+1%$239.3K$230.7K-$8.6K2026-10-30
Towerpoint Wealth, LLC
INCREASED4,2313,527+704+20%$201.0K$230.3K+$29.3K2026-10-13
Gray Private Wealth, LLC
UNCHANGED4,2304,23000%$241.0K$230.2K-$10.8K2026-10-28
Citizens & Northern Corp
NEW4,226—+4,226——$230.0K—2026-11-06
Watershed Private Wealth LLC
NEW4,217—+4,217——$229.5K—2026-10-30
Tortoise Investment Management, LLC
INCREASED4,2174,134+83+2%$235.6K$229.5K-$6.0K2026-11-06
Shum Financial Group, Inc.
DECREASED4,2094,267-58-1%$243.1K$229.1K-$14.0K2026-10-13
Elco Management Co., LLC
DECREASED4,1884,387-199-5%$250.0K$228.0K-$22.0K2026-10-14
Cardinal Capital Management, Inc.
UNCHANGED4,1754,17500%$237.9K$227.2K-$10.6K2026-10-16
Eastover Investment Advisors LLC
UNCHANGED4,1704,17000%$237.6K$227.0K-$10.6K2026-10-05
Goldenstone Wealth Management LLC
DECREASED4,1634,848-685-14%$276.2K$226.6K-$49.6K2026-11-04
Triumph Capital Management
INCREASED4,1621,856+2,306+124%$105.7K$226.5K+$120.8K2026-10-14
TSA Wealth Managment LLC
UNCHANGED4,1534,15300%$236.6K$226.0K-$10.6K2026-10-22
Barry Investment Advisors, LLC
INCREASED4,1424,135+7+0%$235.6K$225.5K-$10.1K2026-10-14
Rainey & Randall Wealth Advisors Inc.
DECREASED4,1247,108-2,984-42%$405.0K$224.5K-$180.6K2026-10-26
Kaydan Wealth Management, Inc.
INCREASED4,1184,005+113+3%$228.2K$224.1K-$4.1K2026-10-08
Kelly Financial Services LLC
DECREASED4,1174,737-620-13%$269.9K$224.1K-$45.8K2026-10-20
Cornerstone Planning Group LLC
INCREASED4,1083,143+965+31%$193.6K$223.1K+$29.5K2026-10-16
Joseph P. Lucia & Associates, LLC
INCREASED4,1084,084+24+1%$232.7K$223.6K-$9.1K2026-10-30
Boltwood Capital Management
INCREASED4,0753,760+315+8%$214.2K$221.8K+$7.6K2026-10-02
Chapman Investment Management, LLC
NEW4,064—+4,064——$221.2K—2026-11-03
Monte Financial Group, LLC
UNCHANGED4,0644,06400%$251.8K$221.2K-$30.6K2026-11-02
Clearwater Capital Advisors, LLC
DECREASED4,0574,122-65-2%$234.9K$220.8K-$14.0K2026-11-06
Ridgewood Investments LLC
UNCHANGED4,0514,05100%$230.8K$220.5K-$10.3K2026-10-05
Essential Partners LLC
INCREASED4,0403,710+330+9%$211.4K$219.9K+$8.5K2026-10-14
City Center Advisors, LLC
INCREASED4,0073,943+64+2%$224.7K$218.1K-$6.6K2026-10-08
Summit Securities Group LLC
INCREASED4,0011,514+2,487+164%$86.3K$217.8K+$131.5K2026-11-05
Capstone Capital Management Ltd
NEW4,000—+4,000——$217.7K—2026-10-21
A. D. Beadell Investment Counsel, Inc.
UNCHANGED4,0004,00000%$227.0K$217.0K-$10.0K2026-10-14
Value Investment Professionals, LLC
INCREASED3,9863,985+1+0%$227.1K$216.9K-$10.1K2026-10-13
Mcdaniel Terry & Co
INCREASED3,9803,965+15+0%$225.9K$216.7K-$9.3K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED3,9764,213-237-6%$235.4K$216.4K-$19.0K2026-10-13
Archvest Wealth Advisors, Inc.
NEW3,961—+3,961——$215.6K—2026-10-29
Compass Ion Advisors, LLC
DECREASED3,9564,519-563-12%$257.5K$215.4K-$42.1K2026-10-23
August Group Capital Ltd
INCREASED3,9553,811+144+4%$217.2K$215.3K-$1.9K2026-10-14
Crescent Grove Advisors, LLC
NEW3,943—+3,943——$214.6K—2026-10-21
AM Investment Strategies LLC
UNCHANGED3,9413,94100%$225.0K$215.0K-$10.0K2026-11-05
FMA Wealth Management, LLC
UNCHANGED3,9323,93200%$224.0K$214.0K-$10.0K2026-10-21
Mcrae Capital Management Inc
UNCHANGED3,9253,92500%$223.6K$213.6K-$10.0K2026-10-15
Meriwether Wealth & Planning, LLC
DECREASED3,9184,319-401-9%$246.1K$213.3K-$32.8K2026-10-13
Accelerate Investment Advisors LLC
DECREASED3,9134,691-778-17%$267.3K$213.0K-$54.3K2026-11-02
Kaizen Financial Strategies
INCREASED3,9053,881+24+1%$226.5K$212.5K-$13.9K2026-10-09
Chris Bulman Inc
DECREASED3,9033,905-20%$222.5K$212.4K-$10.1K2026-10-20
First County Bank
INCREASED3,9003,708+192+5%$211.3K$212.3K+$9952026-10-13
Meixler Investment Management, Ltd.
UNCHANGED3,9003,90000%$222.2K$212.3K-$9.9K2026-11-03
Salomon & Ludwin, LLC
DECREASED3,8983,923-25-1%$228.9K$212.2K-$16.8K2026-10-29
Prospera Capital Management, LLC
NEW3,888—+3,888——$211.6K—2026-10-19
Isthmus Partners, LLC
DECREASED3,8813,902-21-1%$222.3K$211.2K-$11.1K2026-10-21
TigerOak Management, L.L.C.
NEW3,880—+3,880——$211.2K—2026-10-23
Innova Wealth Partners
DECREASED3,8804,052-172-4%$230.9K$211.2K-$19.7K2026-10-21
A4 Wealth Advisors LLC
DECREASED3,8774,052-175-4%$230.9K$211.0K-$19.9K2026-10-20
Sunburst Financial Group, LLC
UNCHANGED3,8743,87400%$220.7K$210.9K-$9.9K2026-10-09
Vestia Personal Wealth Advisors
INCREASED3,8713,645+226+6%$207.7K$210.7K+$3.0K2026-10-20
Eclectic Associates Inc
DECREASED3,8704,434-564-13%$252.7K$210.7K-$42.0K2026-10-09
Michels Family Financial, LLC
NEW3,859—+3,859——$210.1K—2026-11-02
Sather Financial Group Inc
NEW3,857—+3,857——$209.9K—2026-10-30
Ticino Wealth
UNCHANGED3,8503,85000%$219.4K$209.6K-$9.8K2026-10-13
Carmel Capital Partners, LLC
INCREASED3,8443,660+184+5%$208.5K$209.2K+$6822026-11-03
Navigate Wealth Management, LLC
INCREASED3,8433,802+41+1%$232.9K$208.8K-$24.2K2026-10-14
GFG Capital, LLC
DECREASED3,84020,909-17,069-82%$1.2M$209.0K-$982.4K2026-10-16
Renaissance Investment Group LLC
INCREASED3,8233,784+39+1%$215.6K$208.1K-$7.5K2026-10-28
Hutchens & Kramer Investment Management Group, LLC
INCREASED3,8043,541+263+7%$201.8K$207.1K+$5.3K2026-10-16
True Wealth Design, LLC
INCREASED3,8033,421+382+11%$194.9K$207.0K+$12.1K2026-10-13
Advisory Advocates, LLC
DECREASED3,8034,084-281-7%$232.7K$207.0K-$25.7K2026-11-05
Share Andrew L.
NEW3,788—+3,788——$206.2K—2026-11-06
Insight 2811, Inc.
INCREASED3,7833,705+78+2%$211.1K$205.9K-$5.2K2026-11-06
PCG Asset Management, LLC
DECREASED3,78213,095-9,313-71%$746.2K$205.9K-$540.3K2026-11-05
Harbour Trust & Investment Management Co
DECREASED3,7813,982-201-5%$226.9K$205.8K-$21.1K2026-10-28
Targeted Financial Services LLC
UNCHANGED3,7733,77300%$215.1K$205.4K-$9.7K2026-10-19
Telos Capital Management, Inc.
DECREASED3,7563,898-142-4%$222.1K$204.4K-$17.7K2026-11-02
Royal Harbor Partners, LLC
DECREASED3,7483,795-47-1%$216.2K$204.0K-$12.2K2026-10-29
Legacy Wealth Partners, LLC
DECREASED3,7383,807-69-2%$216.9K$203.5K-$13.5K2026-10-15
AXS Investments LLC
DECREASED3,7344,837-1,103-23%$275.6K$203.2K-$72.4K2026-11-04
Absher Wealth Management, LLC
DECREASED3,7274,110-383-9%$234.2K$202.9K-$31.3K2026-11-02
Highline Wealth Partners LLC
INCREASED3,7241,953+1,771+91%$111.3K$202.7K+$91.4K2026-10-19
Tactive Advisors, LLC
INCREASED3,7203,666+54+1%$208.9K$202.5K-$6.4K2026-10-08
Avion Wealth
INCREASED3,6882,516+1,172+47%$143.0K$200.0K+$57.0K2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED3,6503,65000%$208.0K$198.7K-$9.3K2026-10-28
Hoese & Co LLP
UNCHANGED3,5593,55900%$202.8K$193.7K-$9.0K2026-10-21
Redwood Park Advisors LLC
INCREASED3,5253,302+223+7%$188.2K$191.9K+$3.7K2026-11-02
Hara Capital LLC
DECREASED3,5143,694-180-5%$210.5K$191.3K-$19.2K2026-10-30
Yankcom Partnership
UNCHANGED3,4983,49800%$199.3K$190.4K-$8.9K2026-10-15
Zega Investments, LLC
DECREASED3,4283,549-121-3%$202.2K$186.6K-$15.6K2026-11-04
Wilkerson Advisory Group LLC
INCREASED3,3573,116+241+8%$177.6K$182.7K+$5.1K2026-10-20
Hilton Head Capital Partners, LLC
UNCHANGED3,2603,26000%$185.7K$177.4K-$8.3K2026-10-23
Markowski Investments
INCREASED3,2273,067+160+5%$174.8K$175.7K+$8892026-10-30
TFC Financial Management, Inc.
UNCHANGED3,0593,05900%$174.3K$166.5K-$7.8K2026-10-26
Legacies Wealth LLC
UNCHANGED3,0553,05500%$174.1K$166.3K-$7.8K2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED3,0003,097-97-3%$176.5K$163.3K-$13.2K2026-10-16
Murphy & Mullick Capital Management Corp
INCREASED2,9502,576+374+15%$146.8K$160.6K+$13.8K2026-11-02
Addison Advisors LLC
DECREASED2,9393,009-70-2%$171.5K$160.0K-$11.5K2026-11-06
Bell Investment Advisors, Inc
INCREASED2,8862,139+747+35%$121.9K$157.1K+$35.2K2026-10-29
DeDora Capital, Inc.
NEW2,774—+2,774——$151.0K—2026-10-26
MB, Levis & Associates, LLC
INCREASED2,7652,752+13+0%$156.8K$150.5K-$6.3K2026-10-16
James T. Borello RIA
INCREASED2,7432,381+362+15%$135.7K$149.3K+$13.6K2026-10-16
Centerpoint Advisors, LLC
DECREASED2,7302,901-171-6%$165.0K$149.0K-$16.0K2026-11-05
Nfsg Corp
INCREASED2,7252,508+217+9%$142.9K$148.3K+$5.4K2026-10-15
Roxbury Financial LLC
INCREASED2,7072,695+12+0%$153.6K$147.3K-$6.2K2026-10-01
Next Level Wealth Planning, LLC
NEW2,706—+2,706——$147.3K—2026-10-29
Godsey & Gibb, Inc
DECREASED2,6942,891-197-7%$164.7K$146.6K-$18.1K2026-10-14
SRH Advisors, LLC
UNCHANGED2,6812,68100%$152.8K$145.9K-$6.8K2026-10-22
Activest Wealth Management
INCREASED2,6262,560+66+3%$145.9K$142.9K-$2.9K2026-10-15
Cdkv Holdings LLC
UNCHANGED2,5752,57500%$146.7K$140.2K-$6.6K2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED2,5572,769-212-8%$157.8K$139.2K-$18.6K2026-11-04
IMG Wealth Management, Inc.
INCREASED2,5412,518+23+1%$143.5K$138.3K-$5.2K2026-10-27
Horizons Wealth Management
NEW2,496—+2,496——$135.9K—2026-10-05
Ares Financial Consulting, LLC
INCREASED2,4942,452+42+2%$139.7K$135.7K-$4.0K2026-10-19
Breakwater Investment Management
INCREASED2,4302,407+23+1%$137.2K$132.3K-$4.9K2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED2,4002,40000%$136.8K$130.6K-$6.1K2026-10-27
Elevated Capital Advisors, LLC
DECREASED2,3907,601-5,211-69%$433.1K$130.1K-$303.0K2026-11-04
POM Investment Strategies, LLC
INCREASED2,3791,893+486+26%$107.9K$129.5K+$21.6K2026-10-20
Global Trust Asset Management, LLC
UNCHANGED2,3692,36900%$135.0K$128.9K-$6.0K2026-10-19
TrustBank
DECREASED2,3682,603-235-9%$148.3K$128.9K-$19.4K2026-10-20
Canton Hathaway, LLC
UNCHANGED2,3002,30000%$131.1K$125.2K-$5.9K2026-10-23
Trust Co
INCREASED2,2591,788+471+26%$101.9K$123.0K+$21.1K2026-10-09
Advantage Trust Co
UNCHANGED2,2502,25000%$128.2K$122.5K-$5.7K2026-10-19
Lynch Investment Planning, LLC
NEW2,118—+2,118——$115.3K—2026-10-27
Signature Resources Capital Management, LLC
INCREASED2,1152,095+20+1%$119.4K$115.1K-$4.3K2026-10-16
Proathlete Wealth Management LLC
INCREASED2,0921,151+941+82%$65.6K$113.9K+$48.3K2026-10-15
North Point Portfolio Managers Corp
NEW2,088—+2,088——$113.7K—2026-10-07
First Pacific Financial
INCREASED2,0752,073+2+0%$118.1K$112.9K-$5.2K2026-10-14
DiNuzzo Private Wealth, Inc.
DECREASED2,0432,081-38-2%$118.6K$111.2K-$7.3K2026-10-16
Country Trust Bank
INCREASED2,0401,007+1,033+103%$57.4K$111.0K+$53.7K2026-10-30
Signature Equity Partners, LLC
INCREASED2,0161,543+473+31%$87.9K$109.7K+$21.8K2026-10-29
Three Bridge Wealth Advisors, LLC
NEW2,002—+2,002——$109.0K—2026-11-05
Sava Infond d.o.o.
UNCHANGED2,0002,00000%$114.0K$108.9K-$5.1K2026-10-28
Pittenger & Anderson Inc
INCREASED1,9581,676+282+17%$95.5K$106.6K+$11.1K2026-11-02
Southern Michigan Bank & Trust
INCREASED1,9491,931+18+1%$110.0K$106.1K-$3.9K2026-10-19
Joseph Group Capital Management
INCREASED1,8921,554+338+22%$88.5K$103.0K+$14.4K2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED1,8881,88800%$107.6K$102.8K-$4.8K2026-10-23
Valued Wealth Advisors LLC
DECREASED1,8611,878-17-1%$107.0K$101.3K-$5.7K2026-11-05
Daytona Street Capital LLC
UNCHANGED1,8171,81700%$108.6K$98.3K-$10.3K2026-10-15
Winch Advisory Services, LLC
DECREASED1,8081,829-21-1%$104.2K$98.4K-$5.8K2026-11-06
Latitude Advisors, LLC
NEW1,802—+1,802——$98.1K—2026-10-27
Financial Network Wealth Advisors LLC
DECREASED1,7932,104-311-15%$119.9K$97.6K-$22.3K2026-10-28
Prudent Man Investment Management, Inc.
INCREASED1,7651,685+80+5%$92.7K$96.1K+$3.4K2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED1,7541,405+349+25%$80.1K$95.5K+$15.4K2026-11-02
Manitou Investment Management Ltd.
UNCHANGED1,7251,72500%$98.3K$93.9K-$4.4K2026-10-15
Montgomery Financial Services LLC
INCREASED1,7241,717+7+0%$97.8K$93.9K-$4.0K2026-11-03
Moisand Fitzgerald Tamayo, LLC
INCREASED1,6251,431+194+14%$81.6K$88.4K+$6.9K2026-10-15
Acumen Wealth Advisors, LLC
INCREASED1,6171,013+604+60%$57.7K$88.0K+$30.3K2026-11-05
Marquette Asset Management, LLC
INCREASED1,612612+1,000+163%$34.9K$87.7K+$52.9K2026-10-09
United Financial Planning Group LLC
UNCHANGED1,6071,60700%$91.6K$87.5K-$4.1K2026-11-04
Hurley Capital, LLC
UNCHANGED1,6061,60600%$91.5K$87.4K-$4.1K2026-11-05
Tsfg, LLC
DECREASED1,6047,283-5,679-78%$415.0K$87.0K-$328.0K2026-10-23
Birchwood Financial Partners, Inc.
INCREASED1,5951,495+100+7%$85.2K$86.8K+$1.6K2026-11-02
Smallwood Wealth Investment Management, LLC
UNCHANGED1,5921,59200%$90.7K$86.7K-$4.1K2026-10-30
Gilpin Wealth Management, LLC
INCREASED1,567467+1,100+236%$26.6K$85.3K+$58.7K2026-10-09
High Point Wealth Management, LLC
INCREASED1,5421,536+6+0%$87.5K$84.0K-$3.6K2026-11-05
Sarver Vrooman Wealth Advisors
INCREASED1,524914+610+67%$53.3K$83.0K+$29.6K2026-10-01
Ashurst Perkins Coie Trust Co
INCREASED1,5091,017+492+48%$57.9K$82.1K+$24.2K2026-10-15
Valley Wealth Managers, Inc.
UNCHANGED1,5081,50800%$85.9K$82.1K-$3.8K2026-10-09
Entrust Financial LLC
DECREASED1,4911,549-58-4%$88.3K$81.2K-$7.1K2026-11-04
Cedar Mountain Advisors, LLC
INCREASED1,4841,483+1+0%$84.5K$80.8K-$3.7K2026-10-15
Bare Financial Services, Inc
INCREASED1,4801,380+100+7%$78.6K$80.6K+$1.9K2026-11-04
Beacon Financial Strategies Corp
DECREASED1,4391,519-80-5%$86.5K$78.3K-$8.2K2026-10-14
William Mack & Associates, Inc.
NEW1,429—+1,429——$77.8K—2026-10-27
Covestor Ltd
INCREASED1,4271,421+6+0%$81.0K$78.0K-$3.0K2026-10-30
SBK Financial, Inc.
DECREASED1,4001,534-134-9%$87.4K$76.2K-$11.2K2026-11-02
Peck Wealth Management, LLC
UNCHANGED1,4001,40000%$79.8K$76.2K-$3.6K2026-10-29
Olistico Wealth, LLC
UNCHANGED1,3931,39300%$79.3K$75.8K-$3.6K2026-10-05
Old Second National Bank of Aurora
DECREASED1,3873,859-2,472-64%$219.9K$75.5K-$144.4K2026-10-22
Ascentis Wealth Management, LLC
NEW1,385—+1,385——$75.4K—2026-11-03
Miller Global Investments, LLC
UNCHANGED1,3391,33900%$76.3K$72.9K-$3.4K2026-10-02
Cranbrook Wealth Management, LLC
INCREASED1,3221,196+126+11%$68.2K$72.0K+$3.8K2026-10-28
Davis Capital Management
INCREASED1,3051,181+124+11%$67.3K$71.0K+$3.7K2026-10-08
First Community Trust NA
INCREASED1,3001,000+300+30%$57.0K$70.8K+$13.8K2026-10-07
High Note Wealth, LLC
INCREASED1,2931,025+268+26%$58.4K$70.4K+$12.0K2026-10-27
Hughes Financial Services, LLC
DECREASED1,2531,254-10%$71.5K$64.1K-$7.4K2026-10-30
Phillip James Consulting Co.
UNCHANGED1,2311,23100%$70.1K$67.0K-$3.1K2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED1,2201,100+120+11%$63.0K$66.0K+$3.0K2026-10-14
Financial Freedom, LLC
NEW1,219—+1,219——$66.4K—2026-11-06
IFS Advisors, LLC
INCREASED1,147272+875+322%$15.5K$62.5K+$46.9K2026-10-14
Kroeger Financial Partners
UNCHANGED1,1451,14500%$65.2K$62.3K-$2.9K2026-10-19
Balentine LLC
DECREASED1,1432,454-1,311-53%$139.8K$62.2K-$77.6K2026-11-03
Bayforest Capital Ltd
DECREASED1,0781,121-43-4%$63.9K$58.7K-$5.2K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,0561,339-283-21%$76.3K$57.5K-$18.9K2026-10-14
Noble Wealth Management PBC
UNCHANGED1,0081,00800%$57.4K$54.9K-$2.6K2026-10-01
3 Factor Indexing, LLC
UNCHANGED1,0061,00600%$57.3K$54.8K-$2.6K2026-10-15
Western Pacific Wealth Management, LP
UNCHANGED1,0031,00300%$57.2K$54.6K-$2.6K2026-10-16
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED9821,204-222-18%$68.6K$53.5K-$15.2K2026-11-06
Bay Harbor Wealth Management, LLC
DECREASED9811,851-870-47%$105.5K$53.4K-$52.1K2026-11-03
Bayban
UNCHANGED96996900%$55.2K$55.2K$02026-11-05
Retirement Wealth Solutions LLC
UNCHANGED94894800%$54.0K$51.6K-$2.4K2026-10-07
Fortis Group Advisors, LLC
UNCHANGED91491400%$52.1K$49.7K-$2.3K2026-11-06
Livelsberger Financial Advisory
NEW876—+876——$47.7K—2026-10-28
Sunrise Financial Services, LLC
UNCHANGED86586500%$49.3K$47.1K-$2.2K2026-10-21
Key Capital Management, Inc
INCREASED831755+76+10%$43.0K$45.2K+$2.2K2026-11-03
Planning Strategies Inc.
INCREASED830809+21+3%$46.1K$45.2K-$9202026-10-02
McCarley & Cook Financial Planners
UNCHANGED82582500%$47.0K$44.9K-$2.1K2026-10-21
Rothwell Investment Advisors, LLC
NEW820—+820——$44.6K—2026-11-06
DecisionPoint Financial, LLC
INCREASED809358+451+126%$20.9K$43.5K+$22.6K2026-10-27
Kingdom Financial Group Llc.
INCREASED809689+120+17%$39.3K$44.0K+$4.8K2026-11-04
Downshift Financial, LLC
UNCHANGED78678600%$44.8K$42.8K-$2.0K2026-10-13
Spurstone Advisory Services, LLC
UNCHANGED78078000%$45.5K$41.9K-$3.6K2026-11-02
Marshall & Sterling Wealth Advisors Inc.
INCREASED778724+54+7%$41.3K$42.4K+$1.1K2026-10-28
Granite FO LLC
UNCHANGED77277200%$44.0K$42.0K-$2.0K2026-10-14
Mascoma Wealth Management LLC
DECREASED715731-16-2%$41.7K$38.9K-$2.7K2026-10-23
Tounjian Advisory Partners, LLC
DECREASED713878-165-19%$50.1K$38.8K-$11.3K2026-11-04
Acima Private Wealth, LLC
UNCHANGED70670600%$40.2K$38.4K-$1.8K2026-10-05
Horizon Financial Services, LLC
INCREASED690664+26+4%$37.8K$37.6K-$2782026-11-04
Horrell Capital Management, Inc.
UNCHANGED69069000%$39.3K$37.6K-$1.8K2026-10-08
Creative Capital Management Investments LLC
INCREASED683443+240+54%$25.2K$37.2K+$11.9K2026-10-28
Foster Dykema Cabot & Partners, LLC
INCREASED665565+100+18%$32.2K$36.2K+$4.0K2026-10-30
Compass Wealth Management LLC
NEW654—+654——$35.6K—2026-10-22
RMG Wealth Management LLC
DECREASED636732-96-13%$47.5K$32.4K-$15.1K2026-10-26
Aventus Investment Advisors, Inc.
DECREASED611690-79-11%$39.3K$33.3K-$6.1K2026-10-09
CGC Financial Services, LLC
UNCHANGED61061000%$34.8K$33.2K-$1.6K2026-10-13
Dynamic Wealth Strategies, LLC
UNCHANGED60060000%$34.2K$32.7K-$1.5K2026-10-16
Richardson Capital Management LLC
UNCHANGED60060000%$34.2K$32.7K-$1.5K2026-10-23
Balance Wealth Partners LLC
NEW599—+599——$32.6K—2026-10-27
Collier Financial
UNCHANGED58558500%$33.3K$31.8K-$1.5K2026-11-06
Quaker Wealth Management, LLC
DECREASED5591,052-493-47%$60.0K$30.4K-$29.5K2026-10-22
CrossGen Wealth, LLC
INCREASED559556+3+1%$31.7K$30.4K-$1.2K2026-10-30
Kennebec Savings Bank
UNCHANGED55055000%$31.3K$29.9K-$1.4K2026-10-22
GS Investments, Inc.
DECREASED535540-5-1%$30.8K$29.1K-$1.6K2026-11-05
Peoples Financial Services Corp.
DECREASED526708-182-26%$40.3K$28.6K-$11.7K2026-10-20
Maseco LLP
INCREASED516401+115+29%$22.8K$28.1K+$5.2K2026-10-27
10Elms LLP
INCREASED510222+288+130%$12.7K$27.8K+$15.1K2026-11-06
Torren Management, LLC
INCREASED510509+1+0%$29.0K$27.8K-$1.2K2026-10-29
Financially Speaking Inc
INCREASED508502+6+1%$24.5K$27.6K+$3.1K2026-11-05
Frankly Finances, LLC
UNCHANGED50050000%$28.5K$27.2K-$1.3K2026-10-28
Beutel, Goodman & Co Ltd.
UNCHANGED50050000%$28$27.0K+$27.0K2026-11-04
West Financial Advisors, LLC
UNCHANGED49749700%$28.3K$27.1K-$1.3K2026-10-22
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED46046000%$26.2K$25.0K-$1.2K2026-10-07
New England Capital Financial Advisors LLC
INCREASED430428+2+0%$24.4K$23.4K-$1.0K2026-11-03
Polaris Financial Partners
NEW419—+419——$23—2026-10-02
Aspect Partners, LLC
DECREASED3941,028-634-62%$58.6K$21.4K-$37.1K2026-10-20
Matrix Trust Co
INCREASED379322+57+18%$18$21+$32026-10-07
Birchbrook, Inc.
DECREASED3511,671-1,320-79%$95.2K$19.1K-$76.1K2026-10-14
Coston, McIsaac & Partners
UNCHANGED34834800%$19$19.0K+$19.0K2026-11-06
StrongBox Wealth, LLC
DECREASED326400-74-18%$22.8K$17.7K-$5.0K2026-11-02
1620 Investment Advisors, Inc.
INCREASED325215+110+51%$12.3K$17.7K+$5.4K2026-11-04
Friedenthal Financial
INCREASED320319+1+0%$18.2K$17.4K-$7132026-10-27
Westchester Capital Management, Inc.
UNCHANGED30030000%$17.1K$16.3K-$7652026-10-23
MilWealth Group LLC
UNCHANGED27027000%$15.4K$14.7K-$6882026-11-02
Robbins Farley
UNCHANGED25025000%$14.2K$13.6K-$6372026-10-21
Fairway Wealth LLC
NEW240—+240——$13.1K—2026-10-30
WestEnd Advisors, LLC
UNCHANGED22922900%$13.0K$12.5K-$5842026-10-27
Vision Financial Markets LLC
UNCHANGED22022000%$12.8K$11.8K-$1.0K2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED21821800%$12.4K$11.9K-$5562026-10-23
Fairman Group, LLC
UNCHANGED21521500%$12.3K$11.7K-$5492026-10-26
KFG LLC
NEW204—+204——$11.1K—2026-11-02
Essential Investment Partners LLC
UNCHANGED20020000%$11.4K$10.9K-$5102026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED19919900%$11.3K$10.8K-$5082026-10-27
Team Financial Group, LLC
NEW197—+197——$10.7K—2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED17917900%$10.2K$9.7K-$4572026-10-15
Mainstream Capital Management LLC
NEW173—+173——$9.4K—2026-10-23
Luken Investment Analytics, LLC
UNCHANGED17017000%$9.7K$9.3K-$4342026-11-06
Steph & Co
UNCHANGED16916900%$9.6K$9.2K-$4312026-10-07
Barnes Dennig Private Wealth Management LLC
UNCHANGED16916900%$9.6K$9.2K-$4312026-10-30
Carolina Wealth Advisors, LLC
NEW166—+166——$9.0K—2026-10-23
Paladin Partners, LLC
UNCHANGED16316300%$9.3K$8.9K-$4162026-10-06
Vima LLC
INCREASED156155+1+1%$8.8K$8.5K-$3472026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED15015000%$8.5K$8.2K-$3822026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED14714700%$8.4K$8.0K-$3752026-10-22
Legacy Bridge, LLC
UNCHANGED14514500%$8.3K$7.9K-$3702026-10-28
Lloyd Advisory Services, Llc.
DECREASED136170-34-20%$9.7K$7.4K-$2.3K2026-11-02
IAG Wealth Partners, LLC
UNCHANGED13313300%$7.6K$7.2K-$3392026-11-06
Navigoe, LLC
UNCHANGED13213200%$7$7$02026-11-04
Vermillion Wealth Management, Inc.
DECREASED129220-91-41%$12.6K$7.0K-$5.5K2026-10-26
PayPay Securities Corp
DECREASED128132-4-3%$7.5K$7.0K-$5542026-10-27
Foresight Capital Management Advisors, Inc.
NEW100—+100——$5.4K—2026-10-27
Blueline Advisors LLC
UNCHANGED10010000%$5.7K$5.4K-$2552026-10-15
Tower Trust & Investment Co
UNCHANGED10010000%$5.7K$5.4K-$2542026-10-28
Accordant Advisory Group Inc
UNCHANGED10010000%$5.7K$5.4K-$2552026-10-29
LAM Group, Inc.
UNCHANGED868600%$4.9K$4.7K-$2192026-10-26
Glass Jacobson Investment Advisors llc
DECREASED85396-311-79%$22.6K$4.7K-$17.9K2026-10-26
Costello Asset Management, Inc
UNCHANGED818100%$4.6K$4.4K-$2062026-10-30
Transce3nd, LLC
DECREASED78300-222-74%$17.9K$4.0K-$13.9K2026-10-26
Newton One Investments LLC
NEW72—+72——$3.9K—2026-10-14
Align Financial, LLC
NEW68—+68——$3.7K—2026-10-16
John Boyer, Inc.
NEW57—+57——$3.1K—2026-10-27
PFS Partners, LLC
UNCHANGED525200%$2.9K$2.8K-$1152026-10-21
Nvest Wealth Strategies, Inc.
INCREASED4623+23+100%$1.3K$2.5K+$1.2K2026-10-14
NorthAvenue LLC
UNCHANGED303000%$1.7K$1.6K-$772026-10-29
RHL Group, LLC
NEW22—+22——$1.2K—2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED141400%$798$763-$352026-10-15
Generate Investment Management Ltd
CLOSED0486,879-486,879-100%$27.7M$0-$27.7M2026-10-14
Diversified Trust Co
CLOSED0215,320-215,320-100%$12.3M$0-$12.3M2026-11-06
Bochk Asset Management Ltd
CLOSED0110,500-110,500-100%$6.3M$0-$6.3M2026-10-29
Center for Wealth Management Advisory
CLOSED041,890-41,890-100%$2.4M$0-$2.4M2026-10-23
Axiom Investment Management LLC
CLOSED026,578-26,578-100%$1.5M$0-$1.5M2026-11-03
Check Capital Management Inc
CLOSED024,076-24,076-100%$1.4M$0-$1.4M2026-11-05
Wealth Group, Ltd.
CLOSED022,994-22,994-100%$1.3M$0-$1.3M2026-10-30
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED016,583-16,583-100%$944.9K$0-$944.9K2026-10-13
Headland Capital, LLC
CLOSED015,527-15,527-100%$884.7K$0-$884.7K2026-11-06
WealthCare Investment Partners, LLC
CLOSED013,206-13,206-100%$752.4K$0-$752.4K2026-11-05
Kazazian Asset Management, LLC
CLOSED012,595-12,595-100%$717.7K$0-$717.7K2026-11-02
Johnson Financial Group, LLC
CLOSED011,252-11,252-100%$641.1K$0-$641.1K2026-11-03
Kesler, Norman & Wride, LLC
CLOSED010,104-10,104-100%$575.7K$0-$575.7K2026-11-06
Hardy Reed LLC
CLOSED010,070-10,070-100%$573.8K$0-$573.8K2026-11-06
Townsend & Associates, Inc
CLOSED08,778-8,778-100%$530.4K$0-$530.4K2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED08,406-8,406-100%$479.0K$0-$479.0K2026-10-29
Pacific Excel Wealth Advisors, Inc.
CLOSED08,378-8,378-100%$477.4K$0-$477.4K2026-10-27
Lavelle Capital LP
CLOSED08,345-8,345-100%$475.5K$0-$475.5K2026-11-03
Chiron Capital Management, LLC
CLOSED07,352-7,352-100%$418.9K$0-$418.9K2026-10-15
Private Advisory Group LLC
CLOSED06,417-6,417-100%$365.6K$0-$365.6K2026-11-06
Madrona Financial Services, LLC
CLOSED06,358-6,358-100%$362.3K$0-$362.3K2026-10-23
Morling Financial Advisors, LLC
CLOSED06,317-6,317-100%$359.9K$0-$359.9K2026-10-28
Wincap Financial LLC
CLOSED06,011-6,011-100%$342.5K$0-$342.5K2026-10-20
Lecap Asset Management LTD
CLOSED06,005-6,005-100%$342.2K$0-$342.2K2026-10-27
One Wealth Capital Management, LLC
CLOSED05,934-5,934-100%$338.1K$0-$338.1K2026-10-23
St. Louis Trust Co
CLOSED05,725-5,725-100%$2.2M$0-$2.2M2026-11-03
Banyan Capital Management, Inc.
CLOSED05,625-5,625-100%$320.5K$0-$320.5K2026-11-05
Plan Group Financial, LLC
CLOSED05,603-5,603-100%$319.2K$0-$319.2K2026-10-22
Saxon Interests, Inc.
CLOSED05,578-5,578-100%$317.8K$0-$317.8K2026-10-26
B.O.S.S. Retirement Advisors, LLC
CLOSED05,311-5,311-100%$302.6K$0-$302.6K2026-10-26
Hofer & Associates. Inc
CLOSED05,109-5,109-100%$291.1K$0-$291.1K2026-10-13
James Hambro & Partners LLP
CLOSED05,051-5,051-100%$287.7K$0-$287.7K2026-10-19
Prosperity Planning, Inc.
CLOSED04,956-4,956-100%$282.4K$0-$282.4K2026-10-09
Corrado Advisors, LLC
CLOSED04,846-4,846-100%$276.1K$0-$276.1K2026-10-27
CogentBlue Wealth Advisors, LLC
CLOSED04,839-4,839-100%$275.7K$0-$275.7K2026-10-09
Scarborough Advisors, LLC
CLOSED04,770-4,770-100%$267.2K$0-$267.2K2026-10-16
Caitong International Asset Management Co., Ltd
CLOSED04,534-4,534-100%$258.3K$0-$258.3K2026-10-29
Sightline Wealth Advisors, LLC
CLOSED04,472-4,472-100%$254.8K$0-$254.8K2026-10-21
Tamar Securities, LLC
CLOSED04,363-4,363-100%$248.6K$0-$248.6K2026-11-03
VVR Holdings LLC
CLOSED04,105-4,105-100%$233.9K$0-$233.9K2026-10-19
Financial Symmetry Inc
CLOSED04,011-4,011-100%$228.5K$0-$228.5K2026-10-06
Grey Fox Wealth Advisors, LLC
CLOSED03,992-3,992-100%$227.4K$0-$227.4K2026-11-03
Legacy Trust
CLOSED03,962-3,962-100%$225.8K$0-$225.8K2026-11-06
Investmark Advisory Group LLC
CLOSED03,858-3,858-100%$219.8K$0-$219.8K2026-10-27
Financial Planning Hawaii, Inc.
CLOSED03,817-3,817-100%$217.5K$0-$217.5K2026-10-13
Camden National Bank
CLOSED03,800-3,800-100%$216.5K$0-$216.5K2026-11-02
Prospect Financial Group LLC
CLOSED03,789-3,789-100%$215.9K$0-$215.9K2026-11-05
Optima Capital LLC
CLOSED03,787-3,787-100%$215.8K$0-$215.8K2026-10-29
Tenzing Financial LLC
CLOSED03,785-3,785-100%$226.7K$0-$226.7K2026-11-03
Ellerson Group Inc
CLOSED03,780-3,780-100%$215.4K$0-$215.4K2026-11-04
Verity Asset Management, Inc.
CLOSED03,773-3,773-100%$215.0K$0-$215.0K2026-10-30
Accretive Wealth Partners, LLC
CLOSED03,765-3,765-100%$214.5K$0-$214.5K2026-11-06
Foguth Wealth Management, Llc.
CLOSED03,744-3,744-100%$226.2K$0-$226.2K2026-10-19
Capstone Wealth Management Group, Inc.
CLOSED03,742-3,742-100%$213.2K$0-$213.2K2026-10-19
21 West Wealth Management LLC
CLOSED03,731-3,731-100%$212.6K$0-$212.6K2026-10-13
Cabot Wealth Management Inc
CLOSED03,696-3,696-100%$210.6K$0-$210.6K2026-11-05
Frontier Asset Management, LLC
CLOSED03,686-3,686-100%$210.0K$0-$210.0K2026-10-28
Chesley Taft & Associates LLC
CLOSED03,682-3,682-100%$209.8K$0-$209.8K2026-10-13
South Shore Capital Advisors
CLOSED03,677-3,677-100%$209.5K$0-$209.5K2026-10-20
SFE Investment Counsel
CLOSED03,656-3,656-100%$208.3K$0-$208.3K2026-10-29
Emerald Advisors, LLC
CLOSED03,642-3,642-100%$207.5K$0-$207.5K2026-10-13
Lorne Steinberg Wealth Management Inc.
CLOSED03,641-3,641-100%$207.5K$0-$207.5K2026-10-23
Elite Life Management LLC
CLOSED03,635-3,635-100%$229.9K$0-$229.9K2026-11-06
First Financial Group Corp
CLOSED03,625-3,625-100%$206.6K$0-$206.6K2026-10-22
Yoder Wealth Management, Inc.
CLOSED03,623-3,623-100%$206.4K$0-$206.4K2026-10-13
GenWealth Group, Inc.
CLOSED03,622-3,622-100%$206.4K$0-$206.4K2026-10-16
Creekside Partners
CLOSED03,621-3,621-100%$206.3K$0-$206.3K2026-11-04
Bill Few Associates, Inc.
CLOSED03,610-3,610-100%$205.7K$0-$205.7K2026-10-09
Clark Financial Services Group Inc
CLOSED03,606-3,606-100%$205.5K$0-$205.5K2026-10-19
Three Magnolias Financial Advisors, LLC
CLOSED03,597-3,597-100%$205.0K$0-$205.0K2026-10-14
Pinnacle Wealth Management Group, Inc.
CLOSED03,584-3,584-100%$204.2K$0-$204.2K2026-10-15
Eads & Heald Wealth Management
CLOSED03,581-3,581-100%$204.0K$0-$204.0K2026-10-29
Rubicon Advisors, GP
CLOSED03,578-3,578-100%$203.9K$0-$203.9K2026-10-23
Slocum, Gordon & Co LLP
CLOSED03,571-3,571-100%$203.5K$0-$203.5K2026-10-19
Brown Miller Wealth Management, LLC
CLOSED03,569-3,569-100%$203.4K$0-$203.4K2026-11-02
Riverwater Partners LLC
CLOSED03,568-3,568-100%$203.3K$0-$203.3K2026-11-03
Argus Investors' Counsel, Inc.
CLOSED03,522-3,522-100%$200.7K$0-$200.7K2026-10-09
Cravens & Co Advisors, LLC
CLOSED03,519-3,519-100%$200.5K$0-$200.5K2026-10-16
Grandfield & Dodd, LLC
CLOSED03,518-3,518-100%$200.5K$0-$200.5K2026-10-29
Catalyst Capital Advisors LLC
CLOSED02,806-2,806-100%$159.9K$0-$159.9K2026-11-02
Gill Capital Partners, LLC
CLOSED02,716-2,716-100%$154.8K$0-$154.8K2026-10-13
BankPlus Trust Department
CLOSED02,620-2,620-100%$149.3K$0-$149.3K2026-11-06
Sherman Asset Management, Inc.
CLOSED02,546-2,546-100%$145.1K$0-$145.1K2026-11-05
Atlatl Advisers LLC
CLOSED02,038-2,038-100%$116.1K$0-$116.1K2026-10-22
LifeSteps Financial, Inc.
CLOSED01,915-1,915-100%$109.1K$0-$109.1K2026-10-15
Founders Capital Management
CLOSED01,731-1,731-100%$98.6K$0-$98.6K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED01,090-1,090-100%$62.1K$0-$62.1K2026-10-26
Robinswood Financial LLC
CLOSED0830-830-100%$47.3K$0-$47.3K2026-10-20
Evolution Advisers, Inc.
CLOSED0661-661-100%$37$0-$372026-11-06
Brooklyn FI, LLC
CLOSED0606-606-100%$37.3K$0-$37.3K2026-11-05
Strategic Wealth Advisors LLC
CLOSED0449-449-100%$24$0-$242026-11-06
Stone House Investment Management, LLC
CLOSED0378-378-100%$21.5K$0-$21.5K2026-10-23
Whipplewood Advisors, LLC
CLOSED0317-317-100%$18.1K$0-$18.1K2026-10-20
Merrithew & Thorsten Inc
CLOSED0266-266-100%$15$0-$152026-11-06
Decker Retirement Planning Inc.
CLOSED0137-137-100%$7.8K$0-$7.8K2026-10-19
Peterson Wealth Services
CLOSED084-84-100%$4.8K$0-$4.8K2026-10-26
Strengthening Families & Communities, LLC
CLOSED038-38-100%$2.2K$0-$2.2K2026-10-21
Equitec Proprietary Markets, LLC
CLOSED02-2-100%$114$0-$1142026-11-04
Point Nemo Capital, LLC
CLOSED01-1-100%$34$0-$342026-11-03
BlackRock, Inc.
N/A—545,683,702-545,683,702-100%$31.1B———
Berkshire Hathaway Inc
N/A—483,394,015-483,394,015-100%$27.5B———
Vanguard Capital Management LLC
N/A—421,828,996-421,828,996-100%$24.0B———
State Street Corp
N/A—299,782,707-299,782,707-100%$17.1B———
FMR LLC
N/A—189,182,396-189,182,396-100%$10.8B———
Vanguard Portfolio Management LLC
N/A—172,341,501-172,341,501-100%$9.8B———
JPMorgan Chase & Co
N/A—131,583,164-131,583,164-100%$7.6B———
Capital World Investors
N/A—115,849,982-115,849,982-100%$6.6B———
Morgan Stanley
N/A—114,601,311-114,601,311-100%$6.5B———
Price T Rowe Associates Inc
N/A—87,461,776-87,461,776-100%$5.0B———
Norges Bank
N/A—83,794,863-83,794,863-100%$4.8B———
Franklin Resources Inc
N/A—72,246,144-72,246,144-100%$4.1B———
Northern Trust Corp
N/A—62,473,308-62,473,308-100%$3.6B———
Invesco Ltd.
N/A—58,326,004-58,326,004-100%$3.3B———
Ameriprise Financial Inc
N/A—57,025,847-57,025,847-100%$3.2B———
Goldman Sachs Group Inc
N/A—56,929,747-56,929,747-100%$3.2B———
Capital International Investors
N/A—48,225,217-48,225,217-100%$2.7B———
Royal Bank of Canada
N/A—45,390,319-45,390,319-100%$2.6B———
Legal & General Group Plc
N/A—45,122,147-45,122,147-100%$2.6B———
Wellington Management Group LLP
N/A—44,077,493-44,077,493-100%$2.5B———
Charles Schwab Investment Management Inc
N/A—43,967,038-43,967,038-100%$2.5B———
UBS Asset Management Americas LLC
N/A—43,727,148-43,727,148-100%$2.5B———
Vanguard Fiduciary Trust Co
N/A—36,614,206-36,614,206-100%$2.1B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—34,320,589-34,320,589-100%$2.0B———
Wells Fargo & Company
N/A—33,496,559-33,496,559-100%$1.9B———
Victory Capital Management Inc
N/A—31,441,932-31,441,932-100%$1.8B———
Alliancebernstein L.P.
N/A—27,556,792-27,556,792-100%$1.3B———
Nuveen, LLC
N/A—24,817,808-24,817,808-100%$1.4B———
Harris Associates L P
N/A—23,090,903-23,090,903-100%$1.3B———
UBS Group AG
N/A—22,503,004-22,503,004-100%$1.3B———
Bank of Montreal
N/A—19,984,898-19,984,898-100%$1.1B———
Arrowstreet Capital, Limited Partnership
N/A—16,638,101-16,638,101-100%$948.0M———
Canada Pension Plan Investment Board
N/A—16,082,798-16,082,798-100%$916.4M———
California Public Employees Retirement System
N/A—16,048,020-16,048,020-100%$914.4M———
HSBC Holdings PLC
N/A—15,922,231-15,922,231-100%$908.8M———
National Pension Service
N/A—15,536,432-15,536,432-100%$885.3M———
Massachusetts Financial Services Co
N/A—15,187,077-15,187,077-100%$884.4M———
Vanguard Asset Management, Ltd
N/A—14,930,048-14,930,048-100%$850.7M———
Vanguard Global Advisers, LLC
N/A—14,440,941-14,440,941-100%$822.8M———
Raymond James Financial Inc
N/A—12,940,847-12,940,847-100%$737.4M———
Bessemer Group Inc
N/A—12,572,146-12,572,146-100%$716.4M———
Marshall Wace, LLP
N/A—12,483,467-12,483,467-100%$711.3M———
Clearbridge Investments, LLC
N/A—12,003,595-12,003,595-100%$684.0M———
First Trust Advisors LP
N/A—11,888,923-11,888,923-100%$677.4M———
Rhumbline Advisers
N/A—11,416,501-11,416,501-100%$650.5M———
Lazard Asset Management LLC
N/A—10,817,203-10,817,203-100%$616.4M———
California State Teachers Retirement System
N/A—10,286,935-10,286,935-100%$586.1M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—10,173,605-10,173,605-100%$579.7M———
AQR Capital Management LLC
N/A—9,961,033-9,961,033-100%$567.6M———
BNP Paribas Financial Markets
N/A—9,909,582-9,909,582-100%$564.6M———
Bank of America Corp
N/A—9,860,659-9,860,659-100%$561.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—9,303,462-9,303,462-100%$530.1M———
Envestnet Asset Management Inc
N/A—9,107,517-9,107,517-100%$518.9M———
Boston Partners
N/A—8,791,620-8,791,620-100%$501.2M———
BNP Paribas Asset Management Holding S.A.
N/A—8,517,823-8,517,823-100%$485.4M———
Acadian Asset Management LLC
N/A—7,497,850-7,497,850-100%$427.2M———
New York State Common Retirement Fund
N/A—7,355,861-7,355,861-100%$419.1M———
Natixis Advisors, LLC
N/A—7,006,180-7,006,180-100%$399.2M———
Ensign Peak Advisors, Inc
N/A—6,993,300-6,993,300-100%$398.5M———
Neuberger Berman Group LLC
N/A—6,976,270-6,976,270-100%$397.7M———
Baird Financial Group, Inc.
N/A—6,974,169-6,974,169-100%$397.4M———
Aviva PLC
N/A—6,946,829-6,946,829-100%$395.8M———
HighTower Advisors, LLC
N/A—6,935,356-6,935,356-100%$395.2M———
National Bank of Canada
N/A—6,840,690-6,840,690-100%$389.7M———
Jones Financial Companies Lllp
N/A—6,659,618-6,659,618-100%$385.2M———
Adage Capital Partners GP, L.L.C.
N/A—6,492,673-6,492,673-100%$370.0M———
Capitolis Liquid Global Markets LLC
N/A—6,355,597-6,355,597-100%$362.1M———
Pinebridge Investments LLC
N/A—6,240,214-6,240,214-100%$355.6M———
SG Americas Securities, LLC
N/A—6,203,043-6,203,043-100%$353.4M———
Panagora Asset Management Inc
N/A—6,070,391-6,070,391-100%$345.9M———
APG Asset Management N.V.
N/A—5,954,499-5,954,499-100%$296.8M———
Man Group plc
N/A—5,939,843-5,939,843-100%$338.5M———
Manufacturers Life Insurance Company, the
N/A—5,852,715-5,852,715-100%$333.5M———
Schroder Investment Management Group
N/A—5,757,597-5,757,597-100%$328.1M———
Jennison Associates LLC
N/A—5,727,373-5,727,373-100%$326.3M———
State Board of Administration of Florida Retirement System
N/A—5,712,068-5,712,068-100%$325.5M———
Prudential Financial Inc
N/A—5,607,117-5,607,117-100%$319.5M———
Qube Research & Technologies Ltd
N/A—5,489,391-5,489,391-100%$312.8M———
Voloridge Investment Management, LLC
N/A—5,354,790-5,354,790-100%$305.1M———
Hotchkis & Wiley Capital Management LLC
N/A—5,307,713-5,307,713-100%$302.4M———
ING Groep NV
N/A—5,173,523-5,173,523-100%$294.8M———
Stifel Financial Corp
N/A—4,891,596-4,891,596-100%$278.7M———
DnB Asset Management AS
N/A—4,828,827-4,828,827-100%$275.1M———
Canada Life Assurance Co
N/A—4,820,409-4,820,409-100%$274.2M———
Quantinno Capital Management LP
N/A—4,744,265-4,744,265-100%$270.3M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—4,680,923-4,680,923-100%$264.8M———
Storebrand Asset Management AS
N/A—4,670,817-4,670,817-100%$266.1M———
American Century Companies Inc
N/A—4,664,944-4,664,944-100%$265.8M———
Lord, Abbett & Co. LLC
N/A—4,645,937-4,645,937-100%$264.7M———
Credit Agricole S A
N/A—4,595,667-4,595,667-100%$261.9M———
Handelsbanken Fonder AB
N/A—4,529,611-4,529,611-100%$258.1M———
Capital Research Global Investors
N/A—4,483,481-4,483,481-100%$255.5M———
Danske Bank A/S
N/A—4,469,195-4,469,195-100%$254.7M———
CI Investments Inc.
N/A—4,397,028-4,397,028-100%$250.5M———
Public Sector Pension Investment Board
N/A—4,356,177-4,356,177-100%$248.2M———
Cullen Capital Management, LLC
N/A—4,335,818-4,335,818-100%$247.1M———
D. E. Shaw & Co., Inc.
N/A—4,249,808-4,249,808-100%$242.2M———
Caisse de Depot ET Placement DU Quebec
N/A—4,246,623-4,246,623-100%$242.0M———
Cerity Partners LLC
N/A—4,215,750-4,215,750-100%$240.2M———
SEI Investments Co
N/A—4,215,031-4,215,031-100%$240.2M———
Azora Capital LP
N/A—4,182,530-4,182,530-100%$238.3M———
Captrust Financial Advisors
N/A—4,018,292-4,018,292-100%$229.0M———
Korea Investment Corp
N/A—3,915,142-3,915,142-100%$223.1M———
LOS Angeles Capital Management LLC
N/A—3,875,845-3,875,845-100%$220.8M———
Brandes Investment Partners, LP
N/A—3,803,522-3,803,522-100%$216.7M———
Treasurer of the State of North Carolina
N/A—3,750,692-3,750,692-100%$213.7M———
Employees Provident Fund Board
N/A—3,750,000-3,750,000-100%$213.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—3,694,318-3,694,318-100%$210.5M———
Brown Advisory Inc
N/A—3,670,790-3,670,790-100%$209.2M———
State of Wisconsin Investment Board
N/A—3,651,625-3,651,625-100%$208.1M———
Prana Capital Management, LP
N/A—3,592,203-3,592,203-100%$204.7M———
Citadel Advisors LLC
N/A—3,504,146-3,504,146-100%$199.7M———
Railway Pension Investments Ltd
N/A—3,485,400-3,485,400-100%$198.6M———
Vanguard Investments Australia, Ltd.
N/A—3,462,298-3,462,298-100%$197.3M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—3,435,042-3,435,042-100%$195.7M———
CIBC World Market Inc.
N/A—3,351,428-3,351,428-100%$191.0M———
Focus Partners Wealth
N/A—3,345,544-3,345,544-100%$190.7M———
M&T Bank Corp
N/A—3,299,488-3,299,488-100%$188.0M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—3,283,859-3,283,859-100%$187.1M———
Life Cycle Investment Partners Ltd
N/A—3,234,347-3,234,347-100%$184.3M———
Chevy Chase Trust Holdings, LLC
N/A—3,206,471-3,206,471-100%$182.7M———
Royal London Asset Management LTD
N/A—3,184,637-3,184,637-100%$181.5M———
Milford Funds LTD
N/A—3,170,053-3,170,053-100%$180.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—3,169,459-3,169,459-100%$180.6M———
GQG Partners LLC
N/A—3,166,564-3,166,564-100%$180.4M———
Point72 Asset Management, L.P.
N/A—3,143,878-3,143,878-100%$179.1M———
Edmond de Rothschild Holding S.A.
N/A—3,093,041-3,093,041-100%$176.2M———
Primecap Management Co
N/A—3,083,132-3,083,132-100%$175.7M———
Bank of Nova Scotia
N/A—3,002,094-3,002,094-100%$171.1M———
TD Asset Management Inc
N/A—2,989,757-2,989,757-100%$170.4M———
Jupiter Asset Management LTD
N/A—2,969,804-2,969,804-100%$170.4M———
KLP Kapitalforvaltning AS
N/A—2,951,641-2,951,641-100%$168.2M———
Mariner, LLC
N/A—2,912,278-2,912,278-100%$165.9M———
Jupiter Topco LLC
N/A—2,806,686-2,806,686-100%$159.9M———
Worldquant Millennium Advisors LLC
N/A—2,803,592-2,803,592-100%$159.7M———
Osaic Holdings, Inc.
N/A—2,777,314-2,777,314-100%$158.3M———
Millennium Management LLC
N/A—2,755,267-2,755,267-100%$157.0M———
Balyasny Asset Management L.P.
N/A—2,674,239-2,674,239-100%$152.4M———
Capital International, Inc.
N/A—2,657,165-2,657,165-100%$151.4M———
Altshuler Shaham Ltd
N/A—2,655,000-2,655,000-100%$151.3M———
Nordea Investment Management AB
N/A—2,635,850-2,635,850-100%$151.0M———
Regal Partners Ltd
N/A—2,630,869-2,630,869-100%$149.9M———
Susquehanna International Group, LLP
N/A—2,621,675-2,621,675-100%$149.4M———
Texas Yale Capital Corp.
N/A—2,610,107-2,610,107-100%$148.7M———
Nomura Asset Management Co LTD
N/A—2,602,097-2,602,097-100%$148.3M———
Federation des caisses Desjardins du Quebec
N/A—2,584,359-2,584,359-100%$147.3M———
Public Employees Retirement System of Ohio
N/A—2,572,527-2,572,527-100%$146.6M———
Voya Investment Management LLC
N/A—2,544,845-2,544,845-100%$145.0M———
Samlyn Capital, LLC
N/A—2,497,807-2,497,807-100%$142.3M———
Employees Retirement System of Texas
N/A—2,445,089-2,445,089-100%$139.3M———
Toronto Dominion Bank
N/A—2,397,260-2,397,260-100%$136.6M———
Teacher Retirement System of Texas
N/A—2,393,625-2,393,625-100%$136.4M———
Clark Capital Management Group, Inc.
N/A—2,323,942-2,323,942-100%$132.4M———
Tredje Ap-fonden
N/A—2,311,554-2,311,554-100%$131.7M———
State of Tennessee, Department of Treasury
N/A—2,285,494-2,285,494-100%$130.2M———
Zurich Insurance Group Ltd
N/A—2,271,927-2,271,927-100%$129.5M———
HRT Financial LP
N/A—2,255,344-2,255,344-100%$128.5M———
Two Sigma Investments, LP
N/A—2,250,637-2,250,637-100%$128.2M———
O'shaughnessy Asset Management, LLC
N/A—2,249,701-2,249,701-100%$128.2M———
CIBC Bancorp USA Inc.
N/A—2,249,430-2,249,430-100%$128.1M———
Zacks Investment Management
N/A—2,244,960-2,244,960-100%$127.9M———
Blue Sparrow, LLC
N/A—2,191,776-2,191,776-100%$124.9M———
Cetera Investment Advisers
N/A—2,184,090-2,184,090-100%$124.4M———
ABN Amro Bank N.V.
N/A—2,181,306-2,181,306-100%$124.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—2,140,307-2,140,307-100%$122.0M———
Basswood Capital Management, L.L.C.
N/A—2,103,476-2,103,476-100%$119.9M———
Sculptor Capital LP
N/A—2,034,655-2,034,655-100%$115.9M———
Empower Advisory Group, LLC
N/A—2,023,849-2,023,849-100%$115.3M———
Caxton Associates LLP
N/A—2,020,979-2,020,979-100%$115.2M———
Omers Administration Corp
N/A—1,973,449-1,973,449-100%$112.4M———
Resona Asset Management Co.,Ltd.
N/A—1,967,162-1,967,162-100%$112.4M———
Janney Montgomery Scott LLC
N/A—1,948,232-1,948,232-100%$111.0M———
Vinva Investment Management Ltd
N/A—1,941,795-1,941,795-100%$112.4M———
Rafferty Asset Management, LLC
N/A—1,901,845-1,901,845-100%$108.4M———
EFG International AG
N/A—1,830,050-1,830,050-100%$104.3M———
Danica Pension, Livsforsikringsaktieselskab
N/A—1,781,864-1,781,864-100%$101.5M———
NewEdge Advisors, LLC
N/A—1,764,963-1,764,963-100%$100.6M———
First Financial Bankshares Inc
N/A—1,753,292-1,753,292-100%$99.9M———
Dodge & COX
N/A—1,741,970-1,741,970-100%$99.3M———
Nomura Asset Management International Inc.
N/A—1,738,832-1,738,832-100%$99.1M———
Crake Asset Management LLP
N/A—1,722,061-1,722,061-100%$98.1M———
Epoch Investment Partners, Inc.
N/A—1,713,110-1,713,110-100%$97.6M———
Banco Santander, S.A.
N/A—1,697,639-1,697,639-100%$96.7M———
Atalanta Sosnoff Capital, LLC
N/A—1,683,763-1,683,763-100%$95.9M———
Federated Hermes, Inc.
N/A—1,644,484-1,644,484-100%$93.7M———
Allianz Asset Management GmbH
N/A—1,624,111-1,624,111-100%$92.5M———
Macquarie Group LTD
N/A—1,610,070-1,610,070-100%$91.7M———
Rockefeller Capital Management L.P.
N/A—1,591,093-1,591,093-100%$90.7M———
Homestead Advisers Corp
N/A—1,539,442-1,539,442-100%$87.7M———
MetLife Investment Management, LLC
N/A—1,512,748-1,512,748-100%$86.2M———
Mercer Global Advisors Inc
N/A—1,492,730-1,492,730-100%$85.1M———
Tidal Investments LLC
N/A—1,488,048-1,488,048-100%$84.8M———
Alberta Investment Management Corp
N/A—1,477,300-1,477,300-100%$84.2M———
Woodline Partners LP
N/A—1,439,823-1,439,823-100%$82.0M———
Arax Advisory Partners
N/A—1,406,039-1,406,039-100%$80.1M———
VAN Lanschot Kempen Investment Management N.V.
N/A—1,372,552-1,372,552-100%$78.2M———
Ruffer LLP
N/A—1,304,202-1,304,202-100%$74.2M———
Longaeva Partners L.P.
N/A—1,299,450-1,299,450-100%$74.0M———
AE Wealth Management LLC
N/A—1,295,213-1,295,213-100%$73.8M———
Junto Capital Management LP
N/A—1,232,323-1,232,323-100%$70.2M———
Varma Mutual Pension Insurance Co
N/A—1,209,724-1,209,724-100%$68.9M———
Capital Fund Management S.A.
N/A—1,206,139-1,206,139-100%$68.7M———
Blair William & Co
N/A—1,204,669-1,204,669-100%$68.6M———
LGT Group Foundation
N/A—1,198,041-1,198,041-100%$68.3M———
MAI Capital Management
N/A—1,192,229-1,192,229-100%$67.9M———
Cresset Asset Management, LLC
N/A—1,175,975-1,175,975-100%$67.0M———
Berkshire Asset Management LLC
N/A—1,175,523-1,175,523-100%$67.0M———
Commerce Bank
N/A—1,162,453-1,162,453-100%$66.2M———
Empowered Funds, LLC
N/A—1,155,193-1,155,193-100%$65.8M———
Trexquant Investment LP
N/A—1,152,781-1,152,781-100%$65.7M———
Scotia Capital Inc.
N/A—1,147,133-1,147,133-100%$65.4M———
Teachers Retirement System of the State of Kentucky
N/A—1,136,429-1,136,429-100%$64.8M———
Sequoia Financial Advisors, LLC
N/A—1,064,968-1,064,968-100%$60.7M———
FIL Ltd
N/A—1,064,860-1,064,860-100%$60.7M———
Elo Mutual Pension Insurance Co
N/A—1,045,795-1,045,795-100%$59.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—1,042,857-1,042,857-100%$59.4M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—1,042,673-1,042,673-100%$59.4M———
USS Investment Management Ltd
N/A—1,034,242-1,034,242-100%$58.9M———
Bridgewater Associates, LP
N/A—1,020,674-1,020,674-100%$58.2M———
British Columbia Investment Management Corp
N/A—1,018,006-1,018,006-100%$58.0M———
Pathstone Holdings, LLC
N/A—1,009,724-1,009,724-100%$57.8M———
Utah Retirement Systems
N/A—1,004,166-1,004,166-100%$57.2M———
Wealthfront Advisers LLC
N/A—995,089-995,089-100%$56.7M———
Mufg Securities Emea plc
N/A—994,613-994,613-100%$56.7M———
Davis Selected Advisers
N/A—992,776-992,776-100%$56.6M———
Police & Firemen's Retirement System of New Jersey
N/A—992,640-992,640-100%$56.6M———
Nan Shan Life Insurance Co., Ltd.
N/A—981,342-981,342-100%$55.9M———
QRG Capital Management, Inc.
N/A—970,332-970,332-100%$55.3M———
Shapiro Capital Management LLC
N/A—958,312-958,312-100%$54.6M———
Vanguard Personalized Indexing Management, LLC
N/A—947,094-947,094-100%$54.0M———
Holocene Advisors, LP
N/A—944,744-944,744-100%$53.8M———
Mediolanum International Funds Ltd
N/A—939,739-939,739-100%$54.4M———
Groupe la Francaise
N/A—937,548-937,548-100%$53.4M———
Vident Advisory, LLC
N/A—934,027-934,027-100%$53.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—914,224-914,224-100%$52.0M———
Nissay Asset Management Corp N
N/A—903,235-903,235-100%$51.5M———
Andra Ap-fonden
N/A—899,209-899,209-100%$51.2M———
MML Investors Services, LLC
N/A—895,638-895,638-100%$51.0M———
Public Employees Retirement Association of Colorado
N/A—860,923-860,923-100%$49.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—857,440-857,440-100%$48.5M———
Evelyn Partners Group Ltd
N/A—849,456-849,456-100%$48.4M———
Davis R M Inc
N/A—839,151-839,151-100%$47.8M———
Capital International Sarl
N/A—830,240-830,240-100%$47.3M———
Prudential PLC
N/A—828,961-828,961-100%$47.2M———
Rathbones Group PLC
N/A—819,725-819,725-100%$46.7M———
Investment Management Corp of Ontario
N/A—803,768-803,768-100%$45.8M———
Rheos Capital Works Inc.
N/A—800,000-800,000-100%$45.6M———
Trillium Asset Management, LLC
N/A—791,839-791,839-100%$45.1M———
Montanova Capital, LLC
N/A—789,720-789,720-100%$45.0M———
Fullerton Fund Management Co Ltd.
N/A—774,027-774,027-100%$44.1M———
Van Eck Associates Corp
N/A—767,785-767,785-100%$43.7M———
Skandinaviska Enskilda Banken AB (publ)
N/A—762,000-762,000-100%$43.4M———
RBF Capital, LLC
N/A—760,000-760,000-100%$43.3M———
&partners
N/A—758,904-758,904-100%$43.3M———
Allstate Corp
N/A—729,122-729,122-100%$41.5M———
Northwestern Mutual Wealth Management Co
N/A—728,081-728,081-100%$41.5M———
Westwood Holdings Group Inc
N/A—722,142-722,142-100%$41.1M———
Ancora Advisors LLCA
N/A—715,456-715,456-100%$40.8M———
Flputnam Investment Management Co
N/A—706,054-706,054-100%$40.2M———
Glenmede Trust Co NA
N/A—705,668-705,668-100%$40.2M———
IEQ Capital, LLC
N/A—699,014-699,014-100%$39.8M———
NorthCoast Asset Management LLC
N/A—669,377-669,377-100%$38.1M———
Hancock Whitney Corp
N/A—620,744-620,744-100%$35.4M———
Jain Global LLC
N/A—615,921-615,921-100%$35.1M———
Teewinot Capital Advisers, L.L.C.
N/A—613,173-613,173-100%$34.9M———
Waverly Advisors, LLC
N/A—602,391-602,391-100%$34.3M———
Pinnacle Financial Partners, Inc.
N/A—601,074-601,074-100%$34.2M———
Northwest & Ethical Investments L.P.
N/A—598,398-598,398-100%$34.1M———
Beacon Pointe Advisors, LLC
N/A—585,316-585,316-100%$33.4M———
Azimuth Capital Investment Management LLC
N/A—584,771-584,771-100%$33.3M———
NS Partners Ltd
N/A—577,373-577,373-100%$32.9M———
Peapack Gladstone Financial Corp
N/A—559,162-559,162-100%$31.9M———
Shelton Capital Management
N/A—549,932-549,932-100%$31.3M———
Steward Partners Investment Advisory, LLC
N/A—538,337-538,337-100%$30.7M———
Private Advisor Group, LLC
N/A—521,625-521,625-100%$29.7M———
Mizuho Securities USA LLC
N/A—511,136-511,136-100%$29.1M———
Wesleyan Assurance Society
N/A—511,050-511,050-100%$29.1M———
EP Wealth Advisors, LLC
N/A—497,155-497,155-100%$28.3M———
Ariel Investments, LLC
N/A—492,572-492,572-100%$28.1M———
Pacer Advisors, Inc.
N/A—487,046-487,046-100%$27.8M———
Bridgeway Capital Management, LLC
N/A—486,602-486,602-100%$27.7M———
Stephens Inc
N/A—479,328-479,328-100%$27.3M———
Insigneo Advisory Services, LLC
N/A—477,043-477,043-100%$27.2M———
Saudi Central Bank
N/A—475,191-475,191-100%$27.1M———
Nomura Holdings Inc
N/A—474,294-474,294-100%$27.0M———
Daiichi Life Insurance Co., Ltd.
N/A—466,558-466,558-100%$26.6M———
Erste Asset Management GmbH
N/A—466,201-466,201-100%$23.1M———
Brevan Howard Capital Management LP
N/A—463,648-463,648-100%$26.4M———
1832 Asset Management L.P.
N/A—461,861-461,861-100%$26.3M———
Aristotle Atlantic Partners, LLC
N/A—452,976-452,976-100%$25.8M———
Rollins Financial Advisors, LLC
N/A—451,395-451,395-100%$25.7M———
Tocqueville Asset Management L.P.
N/A—446,549-446,549-100%$25.4M———
Gamco Investors, Inc. ET AL
N/A—437,223-437,223-100%$24.9M———
General Pension Society PZU Joint Stock Co
N/A—435,112-435,112-100%$24.8M———
Schonfeld Strategic Advisors LLC
N/A—426,827-426,827-100%$24.3M———
GoodHaven Capital Management, LLC
N/A—423,479-423,479-100%$24.1M———
Bluespring Wealth Management, LLC
N/A—422,295-422,295-100%$24.1M———
Kentucky Retirement Systems
N/A—414,622-414,622-100%$23.6M———
Norinchukin Bank, The
N/A—399,459-399,459-100%$22.8M———
Benjamin Edwards Inc
N/A—398,893-398,893-100%$22.7M———
Jane Street Group, LLC
N/A—398,624-398,624-100%$22.7M———
Dakota Wealth Management
N/A—394,512-394,512-100%$22.5M———
Capital International LTD
N/A—385,954-385,954-100%$22.0M———
Integrated Wealth Concepts LLC
N/A—385,237-385,237-100%$22.0M———
Wharton Business Group, LLC
N/A—374,259-374,259-100%$21.3M———
Edgar Lomax Co
N/A—372,880-372,880-100%$21.2M———
Easterly Investment Partners LLC
N/A—372,089-372,089-100%$21.2M———
Caldwell Investment Management Ltd.
N/A—370,400-370,400-100%$21.1M———
NFJ Investment Group, LLC
N/A—366,221-366,221-100%$20.9M———
Intesa Sanpaolo S.p.A.
N/A—363,017-363,017-100%$20.7M———
Z3 Capital Partners, LLC
N/A—354,946-354,946-100%$20.2M———
Orion Porfolio Solutions, LLC
N/A—353,557-353,557-100%$20.1M———
Polar Capital Holdings Plc
N/A—349,673-349,673-100%$19.9M———
Huntington National Bank
N/A—349,555-349,555-100%$19.9M———
Silvercrest Asset Management Group LLC
N/A—347,007-347,007-100%$19.8M———
Huber Capital Management LLC
N/A—341,724-341,724-100%$19.5M———
Callan Family Office, LLC
N/A—339,038-339,038-100%$19.3M———
Manning & Napier Advisors LLC
N/A—336,433-336,433-100%$19.5M———
Brown Brothers Harriman & Co
N/A—333,678-333,678-100%$19.0M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—323,268-323,268-100%$18.4M———
Stanley Capital Management, LLC
N/A—321,642-321,642-100%$18.3M———
Canada Post Corp Registered Pension Plan
N/A—321,032-321,032-100%$18.3M———
Carlson Capital, L.P.
N/A—316,147-316,147-100%$18.0M———
Becker Capital Management Inc
N/A—313,398-313,398-100%$17.9M———
Squarepoint Ops LLC
N/A—310,654-310,654-100%$17.7M———
Summit Financial, LLC
N/A—306,121-306,121-100%$17.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—305,799-305,799-100%$17.4M———
Lombard Odier Asset Management (Switzerland) SA
N/A—301,758-301,758-100%$17.2M———
Klcm Advisors, Inc.
N/A—301,505-301,505-100%$17.2M———
Bradley Foster & Sargent Inc
N/A—300,964-300,964-100%$17.1M———
Polar Asset Management Partners Inc.
N/A—300,532-300,532-100%$17.1M———
Auxier Asset Management LLC
N/A—295,568-295,568-100%$16.8M———
Commerzbank Aktiengesellschaft
N/A—294,639-294,639-100%$16.8M———
HM Payson & Co
N/A—293,744-293,744-100%$16.7M———
Argent Trust Co
N/A—291,816-291,816-100%$16.6M———
Freestone Capital Holdings, LLC
N/A—287,114-287,114-100%$16.4M———
Hutchinson Capital Management
N/A—285,955-285,955-100%$16.3M———
Arkadios Wealth Advisors
N/A—285,711-285,711-100%$16.3M———
Estabrook Capital Management
N/A—284,069-284,069-100%$16.2M———
Intech Investment Management LLC
N/A—283,221-283,221-100%$16.1M———
Stratos Wealth Partners, Ltd.
N/A—282,468-282,468-100%$16.1M———
Allianz SE
N/A—279,866-279,866-100%$15.9M———
Horizon Investments, LLC
N/A—278,046-278,046-100%$15.8M———
United Capital Financial Advisors, LLC
N/A—275,832-275,832-100%$15.7M———
SIT Investment Associates Inc
N/A—272,748-272,748-100%$15.5M———
Caisse DES Depots ET Consignations
N/A—271,147-271,147-100%$15.4M———
First Manhattan Co. Llc.
N/A—267,845-267,845-100%$15.3M———
River Wealth Advisors LLC
N/A—265,098-265,098-100%$15.1M———
Quadrature Capital Ltd
N/A—264,415-264,415-100%$15.1M———
Cander Asset Management LP
N/A—263,657-263,657-100%$15.0M———
SummitTX Capital, L.P.
N/A—262,636-262,636-100%$15.0M———
Independent Advisor Alliance
N/A—261,818-261,818-100%$14.9M———
Gabelli Funds LLC
N/A—260,330-260,330-100%$14.8M———
Composition Wealth, LLC
N/A—259,167-259,167-100%$14.8M———
Summit Trail Advisors, LLC
N/A—255,744-255,744-100%$14.6M———
Gotham Asset Management, LLC
N/A—254,205-254,205-100%$14.5M———
German American Bancorp, Inc.
N/A—253,403-253,403-100%$14.4M———
Howe & Rusling Inc
N/A—249,577-249,577-100%$14.2M———
Fidelis Capital Partners, LLC
N/A—246,907-246,907-100%$14.1M———
Delta Global Management LP
N/A—246,597-246,597-100%$14.1M———
Bleakley Financial Group, LLC
N/A—246,038-246,038-100%$14.0M———
SouthState Bank Corp
N/A—244,671-244,671-100%$13.9M———
Metis Global Partners, LLC
N/A—243,779-243,779-100%$13.9M———
Lighthouse Investment Partners, LLC
N/A—241,669-241,669-100%$13.8M———
Empirical Finance, LLC
N/A—240,618-240,618-100%$13.7M———
Westfield Capital Management Co LP
N/A—240,187-240,187-100%$13.7M———
Silicon Valley Capital Partners
N/A—236,127-236,127-100%$13.5M———
Artisan Partners Limited Partnership
N/A—235,437-235,437-100%$13.4M———
Equitable Holdings, Inc.
N/A—232,720-232,720-100%$13.3M———
Simmons Bank
N/A—231,817-231,817-100%$13.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—231,410-231,410-100%$13.2M———
Pallas Capital Advisors LLC
N/A—230,607-230,607-100%$13.1M———
Mmbg Investment Advisors Co.
N/A—228,673-228,673-100%$13.0M———
Alyeska Investment Group, L.P.
N/A—228,244-228,244-100%$13.0M———
Quantitative Investment Management, LLC
N/A—226,321-226,321-100%$12.9M———
Osmosis Investment Management UK Ltd
N/A—226,132-226,132-100%$12.9M———
Bearing Point Capital, LLC
N/A—225,144-225,144-100%$12.8M———
Maltese Capital Management LLC
N/A—225,000-225,000-100%$12.8M———
RiverFront Investment Group, LLC
N/A—224,822-224,822-100%$12.8M———
Coldstream Capital Management Inc
N/A—219,664-219,664-100%$12.5M———
Mufg Securities Americas Inc.
N/A—215,893-215,893-100%$12.3M———
Moore Capital Management, LP
N/A—215,880-215,880-100%$12.3M———
TriCert Investment Counsel Inc.
N/A—214,792-214,792-100%$12.2M———
McMillan Office, Inc.
N/A—214,456-214,456-100%$12.2M———
New Age Alpha Advisors, LLC
N/A—213,553-213,553-100%$12.2M———
Redwood Grove Capital, LLC
N/A—213,507-213,507-100%$12.2M———
Caprock Group, LLC
N/A—213,426-213,426-100%$12.2M———
Voleon Capital Management LP
N/A—213,080-213,080-100%$12.1M———
JTC Employer Solutions Trustee Ltd
N/A—213,000-213,000-100%$12.1M———
SIG Brokerage, LP
N/A—211,833-211,833-100%$12.1M———
Johnson Investment Counsel Inc
N/A—211,652-211,652-100%$12.1M———
Arvest Bank Trust Division
N/A—211,001-211,001-100%$12.0M———
Concord Investment Counsel Inc.
N/A—210,638-210,638-100%$12.0M———
Northwestern Mutual Investment Management Company, LLC
N/A—209,326-209,326-100%$11.9M———
Aptus Capital Advisors, LLC
N/A—207,329-207,329-100%$11.8M———
Madison Asset Management, LLC
N/A—204,534-204,534-100%$11.7M———
Fred Alger Management, LLC
N/A—203,414-203,414-100%$11.6M———
DCM Advisors, LLC
N/A—203,369-203,369-100%$11.6M———
Envestnet Portfolio Solutions, Inc.
N/A—203,285-203,285-100%$11.6M———
Providence Capital Advisors, LLC
N/A—202,543-202,543-100%$11.5M———
Schnieders Capital Management, Llc.
N/A—201,102-201,102-100%$11.5M———
Caption Management, LLC
N/A—200,000-200,000-100%$11.4M———
Bollard Group LLC
N/A—196,288-196,288-100%$11.2M———
Pettyjohn, Wood & White, Inc
N/A—193,894-193,894-100%$11.0M———
Trustmark Bank Trust Department
N/A—192,024-192,024-100%$10.9M———
Borer Denton & Associates, Inc.
N/A—191,964-191,964-100%$10.9M———
Fiduciary Trust Co
N/A—189,618-189,618-100%$10.8M———
Novare Capital Management LLC
N/A—187,380-187,380-100%$10.7M———
Hilton Capital Management, LLC
N/A—186,607-186,607-100%$9.9M———
Advisory Services Network, LLC
N/A—186,425-186,425-100%$10.6M———
Saranac Partners Ltd
N/A—185,068-185,068-100%$10.6M———
Siemens Fonds Invest GmbH
N/A—183,062-183,062-100%$10.4M———
Henson-Edgewater Management, LLC
N/A—182,474-182,474-100%$11.8M———
Sierra Capital LLC
N/A—180,605-180,605-100%$10.3M———
Jacobs Levy Equity Management, Inc
N/A—178,955-178,955-100%$10.2M———
Nicholas Investment Partners, LP
N/A—177,313-177,313-100%$10.1M———
Cambridge Financial Group, Inc.
N/A—175,731-175,731-100%$10.0M———
L & S Advisors Inc
N/A—172,839-172,839-100%$9.8M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—172,062-172,062-100%$9.8M———
DRW Securities, LLC
N/A—171,382-171,382-100%$9.8M———
New England Asset Management Inc
N/A—170,210-170,210-100%$9.7M———
Unisphere Establishment
N/A—169,500-169,500-100%$9.7M———
RWA Wealth Partners, LLC
N/A—168,999-168,999-100%$9.6M———
Ballentine Partners, LLC
N/A—168,299-168,299-100%$9.6M———
Financial Avengers, Inc.
N/A—168,084-168,084-100%$9.6M———
NewEdge Wealth, LLC
N/A—167,257-167,257-100%$9.5M———
Seaview Investment Managers LLC
N/A—166,509-166,509-100%$9.5M———
Winning Points Advisors, LLC
N/A—166,152-166,152-100%$5.8M———
R.m.sincerbeaux Capital Management LLC
N/A—165,577-165,577-100%$9.4M———
Fora Capital, LLC
N/A—164,671-164,671-100%$9.4M———
Webster Bank, N. A.
N/A—163,591-163,591-100%$9.3M———
Global Retirement Partners, LLC
N/A—163,267-163,267-100%$9.3M———
Cary Street Partners Financial LLC
N/A—162,148-162,148-100%$9.2M———
Algert Global LLC
N/A—162,088-162,088-100%$9.2M———
Cinctive Capital Management LP
N/A—161,868-161,868-100%$9.2M———
Guggenheim Capital LLC
N/A—160,746-160,746-100%$9.2M———
Vestmark Advisory Solutions, Inc.
N/A—160,712-160,712-100%$9.2M———
Stratos Investment Management, LLC
N/A—158,545-158,545-100%$9.0M———
Groupama Asset Managment
N/A—155,965-155,965-100%$9.0M———
Stamos Capital Partners, L.P.
N/A—155,337-155,337-100%$8.9M———
Ingalls & Snyder LLC
N/A—152,612-152,612-100%$8.7M———
Principal Securities, Inc.
N/A—152,562-152,562-100%$8.7M———
Hamilton Capital Partners Inc.
N/A—150,153-150,153-100%$8.6M———
Onex Canada Asset Management Inc.
N/A—149,901-149,901-100%$8.5M———
Great Valley Advisor Group, Inc.
N/A—149,602-149,602-100%$8.5M———
Atlantic Union Bankshares Corp
N/A—147,065-147,065-100%$8.4M———
Thoroughbred Financial Services, LLC
N/A—146,785-146,785-100%$8.4M———
World Investment Advisors
N/A—146,345-146,345-100%$7.2M———
AssuredPartners Investment Advisors, LLC
N/A—145,612-145,612-100%$8.3M———
Wealthspire Advisors, LLC
N/A—144,359-144,359-100%$8.2M———
PFG Investments, LLC
N/A—143,817-143,817-100%$8.2M———
Meeder Advisory Services, Inc.
N/A—143,656-143,656-100%$8.2M———
Sumitomo Life Insurance Co
N/A—142,704-142,704-100%$8.1M———
Rothschild Investment LLC
N/A—142,407-142,407-100%$8.1M———
Citizens Business Bank
N/A—142,032-142,032-100%$8.1M———
Boyar Asset Management Inc.
N/A—140,918-140,918-100%$8.0M———
Alpine Woods Capital Investors, LLC
N/A—140,633-140,633-100%$8.0M———
Oddo BHF Asset Management SAS
N/A—139,961-139,961-100%$8.0M———
Focus Partners Advisor Solutions, LLC
N/A—139,558-139,558-100%$8.0M———
SCS Capital Management LLC
N/A—138,209-138,209-100%$7.9M———
First Washington Corp
N/A—138,143-138,143-100%$7.9M———
Icon Wealth Advisors, LLC
N/A—137,396-137,396-100%$7.8M———
OneDigital Investment Advisors LLC
N/A—136,182-136,182-100%$7.8M———
Vestcor Inc
N/A—136,023-136,023-100%$7.8M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—134,200-134,200-100%$7.6M———
Saiph Capital, LLC
N/A—134,048-134,048-100%$2.4M———
IHT Wealth Management, LLC
N/A—133,236-133,236-100%$7.6M———
Kingsview Wealth Management, LLC
N/A—129,349-129,349-100%$7.4M———
Osterweis Capital Management Inc
N/A—128,256-128,256-100%$7.3M———
Hantz Financial Services, Inc.
N/A—126,675-126,675-100%$7.2M———
Polymer Capital Management (HK) LTD
N/A—126,344-126,344-100%$7.2M———
Lionhunter Capital Management, LLC
N/A—124,502-124,502-100%$7.1M———
Socorro Asset Management LP
N/A—123,685-123,685-100%$7.0M———
McGinn Penninger Investment Management, Inc.
N/A—122,166-122,166-100%$7.0M———
Manatuck Hill Partners, LLC
N/A—121,198-121,198-100%$6.9M———
Bank OZK
N/A—120,468-120,468-100%$6.9M———
Whalerock Point Partners, LLC
N/A—118,490-118,490-100%$6.8M———
Whittier Trust Co of Nevada Inc
N/A—118,118-118,118-100%$7.1M———
California First Leasing Corp
N/A—117,500-117,500-100%$6.7M———
Essex Financial Services, Inc.
N/A—117,344-117,344-100%$6.7M———
Sargent Investment Group, LLC
N/A—115,727-115,727-100%$6.6M———
Resources Management Corp
N/A—115,643-115,643-100%$6.6M———
Savvy Advisors, Inc.
N/A—115,321-115,321-100%$6.6M———
AustralianSuper Pty Ltd
N/A—114,250-114,250-100%$6.5M———
Snowden Capital Advisors LLC
N/A—113,442-113,442-100%$6.5M———
PB Investment Partners, L.P.
N/A—112,745-112,745-100%$6.4M———
Alerus Financial NA
N/A—112,533-112,533-100%$6.4M———
Harvest Portfolios Group Inc.
N/A—111,439-111,439-100%$6.3M———
TCW Group Inc
N/A—110,598-110,598-100%$6.3M———
LGT Fund Management Co Ltd.
N/A—109,098-109,098-100%$6.2M———
Fiduciary Group, LLC
N/A—108,615-108,615-100%$6.2M———
Infrastructure Capital Advisors, LLC
N/A—108,548-108,548-100%$6.2M———
Qsemble Capital Management, LP
N/A—107,776-107,776-100%$6.1M———
Syon Capital LLC
N/A—107,743-107,743-100%$6.1M———
Sykon Capital LLC
N/A—106,877-106,877-100%$6.1M———
Smartleaf Asset Management LLC
N/A—106,782-106,782-100%$6.2M———
Harvey Capital Management Inc
N/A—106,075-106,075-100%$6.0M———
Arete Wealth Advisors, LLC
N/A—105,695-105,695-100%$6.0M———
Phoenix Financial Ltd.
N/A—105,328-105,328-100%$6.1M———
Ameritas Investment Partners, Inc.
N/A—104,201-104,201-100%$5.9M———
Performance Wealth Partners, LLC
N/A—103,917-103,917-100%$5.9M———
Banco de Sabadell, S.a
N/A—103,797-103,797-100%$5.9M———
Knightsbridge Asset Management, LLC
N/A—102,664-102,664-100%$5.8M———
Aldebaran Capital, LLC
N/A—101,803-101,803-100%$5.8M———
Stieven Capital Advisors, L.P.
N/A—101,537-101,537-100%$5.8M———
Advisors Capital Management, LLC
N/A—101,497-101,497-100%$5.8M———
Moneta Group Investment Advisors LLC
N/A—101,111-101,111-100%$5.8M———
Advisors Asset Management, Inc.
N/A—100,939-100,939-100%$5.8M———
1ST Source Bank
N/A—100,564-100,564-100%$5.7M———
Mutual Advisors, LLC
N/A—100,425-100,425-100%$5.7M———
Ally Financial Inc.
N/A—100,000-100,000-100%$5.7M———
Arini Capital Management Ltd
N/A—100,000-100,000-100%$5.7M———
Icon Advisers Inc
N/A—99,436-99,436-100%$5.7M———
Capula Management Ltd
N/A—98,588-98,588-100%$5.6M———
Capital Analysts, LLC
N/A—98,505-98,505-100%$5.6M———
Blue Chip Partners, LLC
N/A—98,088-98,088-100%$5.6M———
Gladstone Institutional Advisory LLC
N/A—97,869-97,869-100%$5.6M———
Whittier Trust Co
N/A—97,182-97,182-100%$5.8M———
Modern Wealth Management, LLC
N/A—97,013-97,013-100%$5.5M———
Abbot Financial Management, Inc.
N/A—96,655-96,655-100%$5.5M———
Sompo Asset Management Co., Ltd.
N/A—96,462-96,462-100%$5.5M———
Intrust Bank NA
N/A—96,159-96,159-100%$5.5M———
Western Wealth Management, LLC
N/A—95,913-95,913-100%$5.5M———
Naviter Wealth, LLC
N/A—95,217-95,217-100%$5.4M———
Tiaa Wealth Investment Management LLC
N/A—94,362-94,362-100%$5.4M———
Graybill Wealth Management, Ltd.
N/A—94,166-94,166-100%$5.4M———
Weiss Asset Management LP
N/A—93,553-93,553-100%$5.3M———
Prospect Hill Management, LLC
N/A—92,500-92,500-100%$5.3M———
S&CO Inc
N/A—92,484-92,484-100%$5.3M———
Catalyst Funds Management Pty Ltd
N/A—92,100-92,100-100%$5.2M———
Glassy Mountain Advisors, Inc.
N/A—91,484-91,484-100%$5.2M———
Tower Research Capital LLC (TRC)
N/A—91,388-91,388-100%$5.2M———
Dorsey & Whitney Trust Co LLC
N/A—90,401-90,401-100%$5.2M———
Westpac Banking Corp
N/A—89,894-89,894-100%$5.1M———
Roundview Capital LLC
N/A—88,845-88,845-100%$5.1M———
Heritage Trust Co
N/A—88,641-88,641-100%$5.1M———
Bull Harbor Capital LLC
N/A—88,558-88,558-100%$5.0M———
Pring Turner Capital Group Inc
N/A—88,429-88,429-100%$5.6M———
Marco Investment Management LLC
N/A—88,312-88,312-100%$5.0M———
Hollencrest Capital Management
N/A—86,754-86,754-100%$4.9M———
BW Gestao de Investimentos Ltda.
N/A—86,294-86,294-100%$4.9M———
Capital Group Investment Management Pte. Ltd.
N/A—86,062-86,062-100%$4.9M———
First National Bank of Omaha
N/A—85,572-85,572-100%$4.9M———
Marietta Investment Partners LLC
N/A—85,191-85,191-100%$4.9M———
LRT Capital Management, LLC
N/A—84,825-84,825-100%$4.8M———
Oversea-Chinese Banking Corp Ltd
N/A—83,940-83,940-100%$4.8M———
Slagle Financial, LLC
N/A—83,540-83,540-100%$4.8M———
Beacon Investment Advisors LLC
N/A—83,283-83,283-100%$4.7M———
DF Dent & Co Inc
N/A—82,613-82,613-100%$4.7M———
Prosperity Consulting Group, LLC
N/A—81,688-81,688-100%$4.7M———
Alteri Wealth LLC
N/A—81,580-81,580-100%$4.6M———
Beaton Management Co. Inc.
N/A—81,020-81,020-100%$4.6M———
Game Creek Capital, LP
N/A—80,375-80,375-100%$4.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—79,580-79,580-100%$4.5M———
Harbour Investments, Inc.
N/A—79,134-79,134-100%$4.5M———
Hillsdale Investment Management Inc.
N/A—79,080-79,080-100%$4.5M———
NorthRock Partners, LLC
N/A—78,359-78,359-100%$4.5M———
Coastal Bridge Advisors, LLC
N/A—77,971-77,971-100%$4.4M———
RNC Capital Management LLC
N/A—77,951-77,951-100%$4.4M———
Silvant Capital Management LLC
N/A—77,680-77,680-100%$4.4M———
CTC LLC
N/A—77,572-77,572-100%$4.4M———
Anchor Investment Management, LLC
N/A—76,925-76,925-100%$4.4M———
Dunhill Financial, LLC
N/A—76,896-76,896-100%$4.4M———
Frec Markets, Inc.
N/A—76,568-76,568-100%$4.4M———
Qtron Investments LLC
N/A—76,322-76,322-100%$4.3M———
Ironvine Capital Partners, LLC
N/A—76,179-76,179-100%$4.3M———
South Dakota Investment Council
N/A—75,794-75,794-100%$4.3M———
MidFirst Bank
N/A—75,735-75,735-100%$4.3M———
Tower Bridge Advisors
N/A—75,694-75,694-100%$4.3M———
Quantbot Technologies LP
N/A—75,415-75,415-100%$4.3M———
Banque Transatlantique SA
N/A—75,261-75,261-100%$4.1M———
Main Street Financial Solutions, LLC
N/A—74,674-74,674-100%$4.3M———
Choate Investment Advisors
N/A—73,942-73,942-100%$4.2M———
LMR Partners LLP
N/A—73,155-73,155-100%$4.2M———
Checchi Capital Advisers, LLC
N/A—73,125-73,125-100%$4.2M———
Legato Capital Management LLC
N/A—72,847-72,847-100%$4.2M———
E Fund Management Co., Ltd.
N/A—71,769-71,769-100%$4.1M———
Old West Investment Management, LLC
N/A—71,334-71,334-100%$4.1M———
Mosaic Family Wealth Partners, LLC
N/A—70,981-70,981-100%$4.0M———
Charter Research & Investment Group, Inc.
N/A—70,552-70,552-100%$4.0M———
Parsonex Advisory Services, Inc.
N/A—70,072-70,072-100%$4.0M———
Westerkirk Capital Inc.
N/A—69,860-69,860-100%$4.0M———
Picton Mahoney Asset Management
N/A—69,803-69,803-100%$4.0M———
Jaffetilchin Investment Partners, LLC
N/A—69,237-69,237-100%$3.9M———
Sound View Wealth Advisors Group, LLC
N/A—69,063-69,063-100%$3.9M———
Cornerstone Select Advisors, LLC
N/A—68,933-68,933-100%$3.9M———
Unison Asset Management LLC
N/A—68,221-68,221-100%$3.9M———
Sirios Capital Management L P
N/A—67,627-67,627-100%$3.9M———
Systematic Alpha Investments, LLC
N/A—67,508-67,508-100%$3.8M———
HighPoint Advisor Group LLC
N/A—66,561-66,561-100%$3.8M———
Emerald Investment Advisers, LLC
N/A—65,774-65,774-100%$3.7M———
CreativeOne Wealth, LLC
N/A—65,573-65,573-100%$3.7M———
Campbell & Co Investment Adviser LLC
N/A—65,495-65,495-100%$3.7M———
Holderness Investments Co
N/A—64,986-64,986-100%$3.7M———
Cetera Trust Company, N.a
N/A—64,468-64,468-100%$3.7M———
SageView Advisory Group, LLC
N/A—64,309-64,309-100%$3.7M———
Stonebridge Capital Advisors LLC
N/A—64,237-64,237-100%$3.7M———
Waterloo Capital, L.P.
N/A—63,811-63,811-100%$3.6M———
WCG Wealth Advisors LLC
N/A—63,553-63,553-100%$3.6M———
Foundations Investment Advisors, LLC
N/A—62,489-62,489-100%$3.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—62,172-62,172-100%$3.5M———
Thomasville National Bank
N/A—61,865-61,865-100%$3.5M———
Bragg Financial Advisors, Inc
N/A—61,659-61,659-100%$3.5M———
Ossiam
N/A—61,034-61,034-100%$3.5M———
Walleye Trading LLC
N/A—60,492-60,492-100%$3.4M———
Bayview Asset Management, LLC
N/A—60,000-60,000-100%$3.4M———
Nicolet Bankshares Inc
N/A—59,725-59,725-100%$3.5M———
Affinity Investment Advisors, LLC
N/A—58,830-58,830-100%$3.4M———
Storgate, LLC
N/A—58,776-58,776-100%$3.3M———
Constant Guidance Financial LLC
N/A—58,435-58,435-100%$3.3M———
Mattson Financial Services, LLC
N/A—57,910-57,910-100%$3.6M———
AlTi Global, Inc.
N/A—57,610-57,610-100%$3.3M———
Bridges Investment Management Inc
N/A—57,609-57,609-100%$3.3M———
Belpointe Asset Management LLC
N/A—57,541-57,541-100%$3.3M———
Legacy Financial Advisors, Inc.
N/A—56,504-56,504-100%$3.2M———
Twin Capital Management Inc
N/A—56,488-56,488-100%$3.2M———
Prestige Wealth Management Group LLC
N/A—56,219-56,219-100%$3.2M———
Hexagon Capital Partners LLC
N/A—55,937-55,937-100%$3.2M———
Vectors Research Management, LLC
N/A—55,581-55,581-100%$3.2M———
LM Advisors LLC
N/A—55,337-55,337-100%$3.2M———
Ameritas Advisory Services, LLC
N/A—55,174-55,174-100%$3.1M———
FAS Wealth Partners, Inc.
N/A—55,001-55,001-100%$3.1M———
Anchor Bay Capital, Inc.
N/A—54,865-54,865-100%$3.5M———
Centaurus Financial, Inc.
N/A—54,487-54,487-100%$3.1M———
Granite Harbor Advisors, Inc.
N/A—53,843-53,843-100%$3.1M———
one8zero8, LLC
N/A—53,147-53,147-100%$3.0M———
Pasadena Private Wealth, LLC
N/A—53,064-53,064-100%$3.0M———
Talon Private Wealth, LLC
N/A—52,819-52,819-100%$3.0M———
Cumberland Partners Ltd
N/A—52,675-52,675-100%$3.0M———
GeoWealth Management, LLC
N/A—52,137-52,137-100%$3.0M———
Stratos Wealth Advisors, LLC
N/A—52,086-52,086-100%$3.0M———
Curi Capital, LLC
N/A—52,042-52,042-100%$3.0M———
Transcend Capital Advisors, LLC
N/A—51,979-51,979-100%$3.0M———
Ostrum Asset Management
N/A—51,479-51,479-100%$2.9M———
Advisors Preferred, LLC
N/A—51,200-51,200-100%$3.0M———
CCM Investment Advisers LLC
N/A—50,928-50,928-100%$2.9M———
MainStreet Investment Advisors LLC
N/A—50,736-50,736-100%$2.9M———
VAN DEN Berg Management I, Inc
N/A—50,610-50,610-100%$2.9M———
Bartlett & Co. Wealth Management LLC
N/A—50,587-50,587-100%$2.9M———
Palogic Value Management, L.P.
N/A—50,318-50,318-100%$2.9M———
Fort Sheridan Advisors LLC
N/A—50,199-50,199-100%$2.9M———
Integrated Investment Consultants, LLC
N/A—50,174-50,174-100%$2.9M———
Mayflower Financial Advisors, LLC
N/A—50,107-50,107-100%$2.9M———
Chou Associates Management Inc.
N/A—50,000-50,000-100%$2.8M———
Wellspring Financial Advisors, LLC
N/A—49,747-49,747-100%$2.8M———
MWA Asset Management
N/A—49,101-49,101-100%$2.8M———
Lafayette Investments, Inc.
N/A—49,030-49,030-100%$2.8M———
Mirabaud Asset Management Ltd
N/A—48,571-48,571-100%$2.8M———
F/m Investments LLC
N/A—48,304-48,304-100%$2.8M———
Palumbo Wealth Management LLC
N/A—48,287-48,287-100%$2.8M———
Colonial Trust Co / SC
N/A—47,813-47,813-100%$2.7M———
PCM Encore, LLC
N/A—47,801-47,801-100%$2.7M———
Advyzon Investment Management, LLC
N/A—47,758-47,758-100%$2.7M———
Douglass Winthrop Advisors, LLC
N/A—47,640-47,640-100%$2.7M———
Viawealth, LLC
N/A—47,224-47,224-100%$2.7M———
Cercano Management LLC
N/A—47,170-47,170-100%$2.7M———
Evercore Wealth Management, LLC
N/A—46,844-46,844-100%$2.7M———
Rosenblum Silverman Sutton S F Inc
N/A—46,720-46,720-100%$2.7M———
Octavia Wealth Advisors, LLC
N/A—46,570-46,570-100%$2.7M———
Kintra Wealth, LLC
N/A—46,306-46,306-100%$3.0M———
Martin & Co Inc
N/A—46,299-46,299-100%$2.6M———
Peak6 LLC
N/A—45,856-45,856-100%$2.6M———
Bridgewater Advisors Inc.
N/A—45,590-45,590-100%$2.8M———
GSA Capital Partners LLP
N/A—45,486-45,486-100%$2.6M———
Texas Capital Bank Wealth Management Services Inc
N/A—45,201-45,201-100%$2.6M———
Wittenberg Investment Management, Inc.
N/A—45,164-45,164-100%$2.6M———
RB Capital Management, LLC
N/A—45,119-45,119-100%$2.6M———
Gateway Wealth Partners, LLC
N/A—44,920-44,920-100%$2.6M———
IFG Advisory, LLC
N/A—44,562-44,562-100%$2.5M———
Klingenstein Fields & Co LP
N/A—44,554-44,554-100%$2.5M———
Shufro Rose & Co LLC
N/A—44,493-44,493-100%$2.5M———
KKM Financial LLC
N/A—44,482-44,482-100%$2.7M———
Wulff, Hansen & Co.
N/A—44,303-44,303-100%$2.5M———
Florida Financial Advisors, LLC
N/A—44,213-44,213-100%$2.5M———
Intellectus Partners, LLC
N/A—44,143-44,143-100%$2.5M———
Ramirez Asset Management, Inc.
N/A—44,077-44,077-100%$2.5M———
Godshalk Welsh Capital Management, Inc.
N/A—43,870-43,870-100%$2.5M———
Berkeley Capital Partners, LLC
N/A—43,739-43,739-100%$2.5M———
Rehmann Capital Advisory Group
N/A—43,599-43,599-100%$2.5M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—43,400-43,400-100%$2.5M———
BlueCrest Capital Management Ltd
N/A—43,260-43,260-100%$2.5M———
Aventura Private Wealth, LLC
N/A—43,155-43,155-100%$2.5M———
White Pine Capital LLC
N/A—43,088-43,088-100%$2.5M———
W1m Asset Management Ltd
N/A—42,989-42,989-100%$2.4M———
Regal Investment Advisors LLC
N/A—42,963-42,963-100%$2.4M———
New Republic Capital, LLC
N/A—42,824-42,824-100%$2.4M———
Financial Engines Advisors L.L.C.
N/A—42,606-42,606-100%$2.4M———
CIM Investment Management Inc
N/A—42,545-42,545-100%$2.4M———
Stock Yards Bank & Trust Co
N/A—42,486-42,486-100%$2.4M———
Keel Point, LLC
N/A—42,208-42,208-100%$2.4M———
Concentric Capital Strategies, LP
N/A—42,113-42,113-100%$2.4M———
Blackstone Inc.
N/A—42,068-42,068-100%$2.4M———
Kiker Wealth Management, LLC
N/A—42,016-42,016-100%$2.4M———
One Charles Private Wealth Services, LLC
N/A—41,893-41,893-100%$2.4M———
FLC Capital Advisors
N/A—41,891-41,891-100%$2.4M———
Ceeto Capital Group, LLC
N/A—41,870-41,870-100%$2.4M———
LRI Investments, LLC
N/A—41,153-41,153-100%$2.3M———
Opal Capital LLC
N/A—41,134-41,134-100%$2.3M———
Bamco Inc
N/A—40,994-40,994-100%$2.3M———
Quotient Wealth Partners, LLC
N/A—40,786-40,786-100%$2.3M———
IFC Advisors LLC
N/A—40,680-40,680-100%$2.3M———
T. Rowe Price Investment Management, Inc.
N/A—40,558-40,558-100%$2.3M———
Buckley Wealth Management, LLC
N/A—40,416-40,416-100%$2.3M———
Silver OAK Securities, Incorporated
N/A—40,284-40,284-100%$2.3M———
Pure Financial Advisors, LLC
N/A—40,195-40,195-100%$2.3M———
Goldstone Financial Group, LLC
N/A—40,177-40,177-100%$2.3M———
Barbara Oil Co.
N/A—40,000-40,000-100%$2.3M———
Encore Global Management, LP
N/A—40,000-40,000-100%$2.3M———
Birmingham Capital Management Co Inc
N/A—39,925-39,925-100%$2.3M———
Brooks, Moore & Associates, Inc.
N/A—39,897-39,897-100%$2.3M———
Smithfield Trust Co
N/A—39,808-39,808-100%$2.3M———
American Trust
N/A—39,612-39,612-100%$2.3M———
Evolve Private Wealth, LLC
N/A—39,404-39,404-100%$2.2M———
North Dallas Bank & Trust Co
N/A—39,202-39,202-100%$2.2M———
JT Stratford LLC
N/A—39,095-39,095-100%$2.2M———
Colonial Trust Advisors
N/A—39,095-39,095-100%$2.2M———
Guardian Wealth Advisors, LLC / NC
N/A—38,743-38,743-100%$2.2M———
Hilltop Holdings Inc.
N/A—38,630-38,630-100%$2.2M———
Pinnacle Holdings, LLC
N/A—38,548-38,548-100%$2.2M———
Morningstar Investment Management LLC
N/A—38,527-38,527-100%$1.9M———
Quent Capital, LLC
N/A—38,440-38,440-100%$2.2M———
Venturi Wealth Management, LLC
N/A—38,138-38,138-100%$2.2M———
Atlanta Consulting Group Advisors, LLC
N/A—38,061-38,061-100%$2.2M———
Safeguard Investment Advisory Group, LLC
N/A—37,953-37,953-100%$2.2M———
Sovereign Financial Group, Inc.
N/A—37,867-37,867-100%$2.2M———
Impax Asset Management Group plc
N/A—37,840-37,840-100%$2.2M———
L2 Asset Management, LLC
N/A—37,808-37,808-100%$2.2M———
Capital Advisors Inc
N/A—37,491-37,491-100%$2.1M———
Advisory Alpha, LLC
N/A—37,478-37,478-100%$2.1M———
Aspen Grove Capital, LLC
N/A—37,359-37,359-100%$2.1M———
Meiji Yasuda Asset Management Co Ltd.
N/A—36,987-36,987-100%$2.1M———
Sivia Capital Partners, LLC
N/A—36,831-36,831-100%$2.1M———
Jupiter Wealth Management LLC
N/A—36,600-36,600-100%$2.1M———
Kovack Advisors, Inc.
N/A—36,542-36,542-100%$2.1M———
Meiji Yasuda Life Insurance Co
N/A—36,380-36,380-100%$2.1M———
Longfellow Investment Management Co LLC
N/A—36,347-36,347-100%$2.1M———
Bridgewealth Advisory Group, LLC
N/A—36,346-36,346-100%$2.1M———
Fairtree Asset Management (Pty) Ltd
N/A—36,333-36,333-100%$2.1M———
Xcelsior Advisor Partners LLC
N/A—36,142-36,142-100%$2.1M———
Ausdal Financial Partners, Inc.
N/A—35,857-35,857-100%$2.0M———
Zhang Financial LLC
N/A—35,794-35,794-100%$2.0M———
Nwam LLC
N/A—35,676-35,676-100%$2.0M———
Chancellor Financial Group WB LP
N/A—35,318-35,318-100%$2.0M———
Generation Capital Management LLC
N/A—34,888-34,888-100%$2.0M———
IMA Advisory Services, Inc.
N/A—34,489-34,489-100%$2.0M———
Integrated Quantitative Investments LLC
N/A—34,362-34,362-100%$2.0M———
Schulhoff & Co Inc
N/A—34,333-34,333-100%$2.0M———
OneAscent Financial Services LLC
N/A—34,325-34,325-100%$2.0M———
Bristlecone Value Partners, LLC
N/A—34,234-34,234-100%$2.0M———
Raelipskie Partnership
N/A—34,219-34,219-100%$1.9M———
BTG Pactual Asset Management US LLC
N/A—34,104-34,104-100%$1.9M———
Fayez Sarofim & Co
N/A—33,850-33,850-100%$1.9M———
Verition Fund Management LLC
N/A—33,781-33,781-100%$1.9M———
Wealth Management Associates, Inc.
N/A—33,744-33,744-100%$1.9M———
Haverford Trust Co
N/A—33,609-33,609-100%$1.9M———
Safe Harbor Fiduciary, LLC
N/A—33,102-33,102-100%$1.9M———
Paradigm Capital Management, LLC
N/A—32,819-32,819-100%$1.9M———
Marble Wealth, LLC
N/A—32,498-32,498-100%$1.9M———
Cape ANN Savings Bank
N/A—32,412-32,412-100%$1.8M———
US Asset Management LLC
N/A—31,761-31,761-100%$1.8M———
Eaton Financial Holdings Company, LLC
N/A—31,754-31,754-100%$1.8M———
Mathes Company, Inc.
N/A—31,700-31,700-100%$1.8M———
Spirepoint Private Client, LLC
N/A—31,557-31,557-100%$1.8M———
Paragon Financial Partners, Inc.
N/A—31,246-31,246-100%$1.9M———
Apriem Advisors
N/A—30,995-30,995-100%$1.8M———
Capstone Investment Advisors, LLC
N/A—30,943-30,943-100%$1.8M———
Townsquare Capital LLC
N/A—30,939-30,939-100%$1.8M———
Private Wealth Asset Management, LLC
N/A—30,918-30,918-100%$1.8M———
Founders Financial Alliance, LLC
N/A—30,916-30,916-100%$1.8M———
Engineers Gate Manager LP
N/A—30,870-30,870-100%$1.8M———
EntryPoint Capital, LLC
N/A—30,785-30,785-100%$1.8M———
Accent Capital Management, LLC
N/A—30,638-30,638-100%$1.7M———
First Dallas Securities Inc.
N/A—30,492-30,492-100%$1.7M———
Brown Financial Advisors
N/A—30,490-30,490-100%$1.7M———
Kidder Stephen W
N/A—30,265-30,265-100%$1.7M———
Hurricane Capital Advisors LLC
N/A—30,217-30,217-100%$1.7M———
Ethos Financial Group, LLC
N/A—30,154-30,154-100%$1.8M———
Earnest Partners LLC
N/A—29,827-29,827-100%$1.7M———
Chesapeake Wealth Management
N/A—29,778-29,778-100%$1.7M———
Defiance ETFs, LLC
N/A—29,587-29,587-100%$1.7M———
PDT Partners, LLC
N/A—29,300-29,300-100%$1.7M———
Greenwich Wealth Management LLC
N/A—28,870-28,870-100%$1.6M———
Rather & Kittrell, Inc.
N/A—28,791-28,791-100%$1.6M———
Cambria Investment Management, L.P.
N/A—28,781-28,781-100%$1.6M———
Advisory Research Inc
N/A—28,666-28,666-100%$1.6M———
NCM Capital Management, LLC
N/A—28,517-28,517-100%$1.6M———
Inceptionr LLC
N/A—28,396-28,396-100%$1.6M———
Navalign, LLC
N/A—28,390-28,390-100%$1.6M———
Kiley Juergens Wealth Management, LLC
N/A—28,363-28,363-100%$1.6M———
Scholtz & Company, LLC
N/A—28,257-28,257-100%$1.6M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—28,238-28,238-100%$1.6M———
Brookwood Investment Group LLC
N/A—28,054-28,054-100%$1.6M———
Potomac Fund Management Inc
N/A—27,519-27,519-100%$1.6M———
Maniro Ltd
N/A—27,470-27,470-100%$1.6M———
XTX Topco Ltd
N/A—27,399-27,399-100%$1.6M———
Geneos Wealth Management Inc.
N/A—27,385-27,385-100%$1.6M———
Mosaic Financial Group, LLC
N/A—27,167-27,167-100%$1.5M———
Proficio Capital Partners LLC
N/A—27,157-27,157-100%$1.5M———
Park Place Capital Corp
N/A—27,080-27,080-100%$1.5M———
Brave Asset Management Inc
N/A—26,999-26,999-100%$1.5M———
Kerrisdale Advisers, LLC
N/A—26,730-26,730-100%$1.5M———
Oder Investment Management, LLC
N/A—26,707-26,707-100%$1.5M———
Keystone Financial Group
N/A—26,510-26,510-100%$1.5M———
Bank of Hawaii
N/A—26,426-26,426-100%$1.5M———
ArrowMark Colorado Holdings LLC
N/A—26,350-26,350-100%$1.5M———
Hobbs Group Advisors, LLC
N/A—26,302-26,302-100%$1.5M———
Perennial Investment Advisors, LLC
N/A—26,071-26,071-100%$1.5M———
MJP Associates Inc
N/A—26,056-26,056-100%$1.5M———
Coastwise Capital Group, LLC
N/A—26,040-26,040-100%$1.5M———
Madison Wealth Partners, Inc
N/A—25,962-25,962-100%$1.5M———
Lansing Street Advisors
N/A—25,567-25,567-100%$1.5M———
Waddell & Associates, LLC
N/A—25,464-25,464-100%$1.5M———
Hayek Kallen Investment Management
N/A—25,290-25,290-100%$1.4M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—25,282-25,282-100%$1.4M———
TRB Wealth Management, LLC
N/A—25,182-25,182-100%$1.4M———
BFC Planning, Inc.
N/A—25,151-25,151-100%$1.4M———
Wealth Alliance, LLC
N/A—25,069-25,069-100%$1.4M———
Liberty Wealth Management LLC
N/A—25,061-25,061-100%$1.2M———
CSS LLC
N/A—25,010-25,010-100%$1.4M———
Vela Investment Management, LLC
N/A—24,995-24,995-100%$1.4M———
CMT Capital Markets Trading GmbH
N/A—24,811-24,811-100%$1.4M———
PIN OAK Investment Advisors Inc
N/A—24,779-24,779-100%$1.4M———
Field & Main Bank
N/A—24,730-24,730-100%$1.4M———
Bouchey Financial Group, Ltd.
N/A—24,723-24,723-100%$1.4M———
Avenir Corp
N/A—24,690-24,690-100%$1.4M———
Intrepid Financial Planning Group LLC
N/A—24,641-24,641-100%$1.4M———
Fortress Private Ledger, LLC
N/A—24,385-24,385-100%$1.4M———
Paragon Capital Management LLC
N/A—24,348-24,348-100%$1.4M———
Patron Partners, LLC
N/A—24,338-24,338-100%$1.4M———
Lowe Brockenbrough & Co Inc
N/A—24,213-24,213-100%$1.4M———
Bayesian Capital Management, LP
N/A—24,200-24,200-100%$1.4M———
Clough Capital Partners L P
N/A—24,000-24,000-100%$1.4M———
Leavell Investment Management, Inc.
N/A—23,876-23,876-100%$1.4M———
Keynote Financial Services LLC
N/A—23,833-23,833-100%$1.4M———
Wayfinding Financial, LLC
N/A—23,819-23,819-100%$1.4M———
Mission Creek Capital Partners, Inc.
N/A—23,701-23,701-100%$330.1K———
Fuller & Thaler Asset Management, Inc.
N/A—23,641-23,641-100%$1.3M———
Fukoku Mutual Life Insurance Co
N/A—23,519-23,519-100%$1.3M———
Numerai GP LLC
N/A—23,409-23,409-100%$1.3M———
First Foundation Advisors
N/A—23,067-23,067-100%$1.3M———
Bank of Marin
N/A—23,063-23,063-100%$1.3M———
Seneca House Advisors
N/A—22,903-22,903-100%$1.3M———
WealthTrust Axiom LLC
N/A—22,891-22,891-100%$1.3M———
Cary Street Partners Investment Advisory LLC
N/A—22,799-22,799-100%$1.3M———
First National Bank & Trust Co of Newtown
N/A—22,732-22,732-100%$1.4M———
MSA Advisors, LLC
N/A—22,433-22,433-100%$1.3M———
TFR Capital, Llc.
N/A—22,249-22,249-100%$1.3M———
Invst, LLC
N/A—22,234-22,234-100%$1.3M———
Heritage Wealth Advisors
N/A—22,025-22,025-100%$1.3M———
Denali Advisors LLC
N/A—22,000-22,000-100%$1.3M———
Chilton Investment Co Inc.
N/A—21,749-21,749-100%$1.2M———
Clarendon Private LLC
N/A—21,747-21,747-100%$1.2M———
Walleye Capital LLC
N/A—21,630-21,630-100%$1.2M———
Future Fund LLC
N/A—21,561-21,561-100%$1.2M———
Orographic Financial Advisors, LLC
N/A—21,450-21,450-100%$1.4K———
Aft, Forsyth & Sober, LLC
N/A—21,440-21,440-100%$1.0M———
Houlihan Financial Resource Group, Ltd.
N/A—21,137-21,137-100%$1.2M———
Optas, LLC
N/A—20,983-20,983-100%$1.2M———
Crewe Advisors LLC
N/A—20,888-20,888-100%$1.2M———
Tudor Financial Inc.
N/A—20,848-20,848-100%$1.2M———
Keating Financial Advisory Services, Inc.
N/A—20,842-20,842-100%$1.2M———
Westmount Partners, LLC
N/A—20,783-20,783-100%$1.2M———
Wrapmanager Inc
N/A—20,745-20,745-100%$1.2M———
Strategic Investment Advisors / MI
N/A—20,626-20,626-100%$1.2M———
Caldwell Sutter Capital, Inc.
N/A—20,609-20,609-100%$1.2M———
Rexford Capital Inc
N/A—20,608-20,608-100%$1.2M———
Winton Group Ltd
N/A—20,575-20,575-100%$1.2M———
Stonebrook Private Inc.
N/A—20,547-20,547-100%$1.2M———
Rogco, LP
N/A—20,546-20,546-100%$1.2M———
Operose Advisors LLC
N/A—20,516-20,516-100%$1.2M———
Drive Wealth Management, LLC
N/A—20,503-20,503-100%$1.2M———
Harbor Advisory Corp
N/A—20,410-20,410-100%$1.2M———
Everpar Advisors LLC
N/A—20,405-20,405-100%$1.2M———
Empirical Asset Management, LLC
N/A—20,396-20,396-100%$1.2M———
Jump Financial, LLC
N/A—20,364-20,364-100%$1.2M———
SHP Wealth Management
N/A—20,309-20,309-100%$1.2M———
South Plains Financial, Inc.
N/A—20,300-20,300-100%$1.2M———
Destination Wealth Management
N/A—20,255-20,255-100%$1.2M———
Chelsea Counsel Co
N/A—20,000-20,000-100%$1.1M———
Potomac Capital Management, Inc.
N/A—20,000-20,000-100%$1.1M———
Occudo Quantitative Strategies LP
N/A—19,975-19,975-100%$1.1M———
FourThought Financial Partners, LLC
N/A—19,773-19,773-100%$1.1M———
Circle Wealth Management, LLC
N/A—19,739-19,739-100%$1.1M———
Cannell & Spears LLC
N/A—19,685-19,685-100%$1.1M———
Range Advisory, LLC
N/A—19,675-19,675-100%$1.1M———
X-Square Capital, LLC
N/A—19,559-19,559-100%$1.1M———
Capital Markets Trading UK LLP
N/A—19,554-19,554-100%$1.1M———
Summit Wealth Partners, LLC
N/A—19,218-19,218-100%$1.1M———
Keebeck Wealth Management
N/A—19,204-19,204-100%$1.1M———
Pitti Group Wealth Management, LLC
N/A—19,007-19,007-100%$1.1M———
Brasada Capital Management, LP
N/A—19,000-19,000-100%$1.1M———
Evernest Financial Advisors, LLC
N/A—18,986-18,986-100%$1.1M———
Cambient Family Office, LLC
N/A—18,821-18,821-100%$1.1M———
Pine Valley Investments Ltd Liability Co
N/A—18,813-18,813-100%$1.1M———
Hodges Capital Management Inc.
N/A—18,797-18,797-100%$1.1M———
Basecamp Wealth Advisors LLC
N/A—18,754-18,754-100%$1.1M———
Old North State Trust, LLC
N/A—18,721-18,721-100%$1.1M———
Gilbert & Cook, Inc.
N/A—18,593-18,593-100%$1.1M———
Mairs & Power Inc
N/A—18,591-18,591-100%$1.1M———
Vanguard National Trust Co
N/A—18,412-18,412-100%$1.0M———
Kickstand Ventures, Llc.
N/A—18,400-18,400-100%$1.0M———
Graham Capital Management, L.P.
N/A—18,375-18,375-100%$1.0M———
TAGStone Capital, Inc.
N/A—18,350-18,350-100%$1.0M———
Prelude Capital Management, LLC
N/A—18,313-18,313-100%$1.0M———
Spinnaker Trust
N/A—18,307-18,307-100%$1.0M———
WNY Asset Management, LLC
N/A—18,213-18,213-100%$1.0M———
American Money Management, LLC
N/A—18,206-18,206-100%$1.0M———
Orion Capital Management LLC
N/A—18,136-18,136-100%$1.0M———
Two Sigma Securities, LLC
N/A—18,096-18,096-100%$1.0M———
Coppell Advisory Solutions LLC
N/A—18,027-18,027-100%$17.9K———
Wescott Financial Advisory Group, LLC
N/A—18,007-18,007-100%$1.0M———
Atom Investors LP
N/A—17,963-17,963-100%$1.0M———
Aster Capital Management (Difc) Ltd
N/A—17,924-17,924-100%$1.0M———
Zuckerman Investment Group, LLC
N/A—17,917-17,917-100%$1.0M———
Legacy Capital Group California, Inc.
N/A—17,863-17,863-100%$1.0M———
Cyber Hornet ETFs LLC
N/A—17,786-17,786-100%$1.0M———
Mason & Associates Inc
N/A—17,741-17,741-100%$1.0M———
West Family Investments, Inc.
N/A—17,738-17,738-100%$1.0M———
Centennial Bank
N/A—17,598-17,598-100%$1.0M———
GTS Securities LLC
N/A—17,596-17,596-100%$1.0M———
Garrison Point Advisors, LLC
N/A—17,588-17,588-100%$1.0M———
Oxford Financial Group, Ltd. LLC
N/A—17,454-17,454-100%$994.5K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—17,334-17,334-100%$987.7K———
HHM Wealth Advisors, LLC
N/A—17,332-17,332-100%$987.6K———
Severin Investments, LLC
N/A—17,307-17,307-100%$986.2K———
OneAscent Wealth Management LLC
N/A—17,047-17,047-100%$971.3K———
Vance Wealth, LLC
N/A—16,915-16,915-100%$963.8K———
One Wealth Advisors, LLC
N/A—16,866-16,866-100%$961.0K———
Sittner & Nelson, LLC
N/A—16,810-16,810-100%$957.9K———
S Harris Financial Group, LLC
N/A—16,737-16,737-100%$953.7K———
Crawford Investment Counsel Inc
N/A—16,717-16,717-100%$952.5K———
Summitry LLC
N/A—16,625-16,625-100%$947.3K———
Drucker Wealth 3.0, LLC
N/A—16,615-16,615-100%$946.7K———
Thompson David Blair
N/A—16,414-16,414-100%$935.3K———
FCA Corp
N/A—16,328-16,328-100%$930.4K———
Lbmc Investment Advisors, LLC
N/A—16,280-16,280-100%$927.7K———
Navellier & Associates Inc
N/A—16,244-16,244-100%$925.6K———
Frisch Financial Group, Inc.
N/A—16,166-16,166-100%$921.1K———
Pacific Point Advisors, LLC
N/A—16,142-16,142-100%$919.8K———
M3 Advisory Group, LLC
N/A—16,005-16,005-100%$912.0K———
Coign Capital Advisors LLC
N/A—15,980-15,980-100%$910.5K———
Delta Asset Management LLC
N/A—15,885-15,885-100%$905.1K———
Family Manage LLC
N/A—15,872-15,872-100%$904.4K———
Private Wealth Advisors, LLC
N/A—15,775-15,775-100%$898.8K———
Hall Capital Management Co Inc
N/A—15,764-15,764-100%$898.2K———
Crews Bank & Trust
N/A—15,754-15,754-100%$897.7K———
Horizon Kinetics Asset Management LLC
N/A—15,735-15,735-100%$896.6K———
Ranch Capital Advisors Inc.
N/A—15,648-15,648-100%$891.6K———
Knollwood Investment Advisory, LLC
N/A—15,638-15,638-100%$891.1K———
Marex Group Ltd
N/A—15,636-15,636-100%$890.9K———
Lathrop Investment Management Co
N/A—15,502-15,502-100%$883.0K———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—15,501-15,501-100%$883.2K———
Aimz Investment Advisors, LLC
N/A—15,364-15,364-100%$875.4K———
Pointe Capital Management LLC
N/A—15,339-15,339-100%$874.0K———
Gentry Private Wealth, LLC
N/A—15,298-15,298-100%$871.7K———
Boothbay Fund Management, LLC
N/A—15,274-15,274-100%$870.3K———
Khazanah Nasional Berhad
N/A—15,207-15,207-100%$866.5K———
Vantus Wealth LLC
N/A—15,196-15,196-100%$865.9K———
Ellevest, Inc.
N/A—15,169-15,169-100%$837.1K———
Continuum Advisory, LLC
N/A—15,135-15,135-100%$862.4K———
Stonebridge Financial Group, LLC
N/A—14,948-14,948-100%$851.0K———
Southeast Asset Advisors, LLC
N/A—14,881-14,881-100%$847.9K———
Summit Wealth & Retirement Planning, Inc.
N/A—14,673-14,673-100%$836.1K———
Richard W. Paul & Associates, LLC
N/A—14,647-14,647-100%$834.6K———
Baltimore-Washington Financial Advisors, Inc.
N/A—14,581-14,581-100%$830.9K———
Brave Warrior Advisors, LLC
N/A—14,532-14,532-100%$828.0K———
Marshall Financial Group, LLC
N/A—14,532-14,532-100%$828.0K———
Proffitt & Goodson Inc
N/A—14,522-14,522-100%$827.5K———
44 Wealth Management LLC
N/A—14,470-14,470-100%$824.5K———
Alexander Labrunerie & Co., Inc.
N/A—14,461-14,461-100%$824.0K———
Hartford Funds Management Co LLC
N/A—14,410-14,410-100%$821.2K———
Petix & Botte Co
N/A—14,406-14,406-100%$820.9K———
GWN Securities Inc.
N/A—14,397-14,397-100%$820.3K———
Boreal Capital Management LLC
N/A—14,343-14,343-100%$817.3K———
Berger Financial Group, Inc
N/A—14,340-14,340-100%$817.1K———
Magnolia Capital Advisors LLC
N/A—14,275-14,275-100%$813.4K———
Prosperity Bancshares Inc
N/A—14,174-14,174-100%$807.6K———
Three Bearings Fiduciary Advisors, Inc.
N/A—14,130-14,130-100%$805.1K———
Bay Rivers Group
N/A—14,121-14,121-100%$804.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—14,080-14,080-100%$802.3K———
Tiemann Investment Advisors, LLC
N/A—14,035-14,035-100%$799.7K———
Ponta Wealth Partners, LLC
N/A—14,008-14,008-100%$798.2K———
SBI Okasan Asset Management Co.Ltd.
N/A—14,000-14,000-100%$810.3K———
Tyche Wealth Partners LLC
N/A—13,963-13,963-100%$795.6K———
Kera Capital Partners, Inc.
N/A—13,954-13,954-100%$795.1K———
Cheviot Value Management, LLC
N/A—13,932-13,932-100%$793.8K———
Foster & Motley Inc
N/A—13,893-13,893-100%$792.0K———
Headinvest, LLC
N/A—13,818-13,818-100%$787.4K———
EWA, LLC
N/A—13,792-13,792-100%$785.9K———
Hills Bank & Trust Co
N/A—13,777-13,777-100%$785.0K———
CFO4Life Group, LLC
N/A—13,723-13,723-100%$781.9K———
Muirfield Wealth Advisors LLC
N/A—13,701-13,701-100%$780.7K———
Teucrium Investment Advisors, LLC
N/A—13,636-13,636-100%$777.0K———
Alan B Lancz & Associates, Inc.
N/A—13,628-13,628-100%$776.5K———
Stoneridge Investment Partners LLC
N/A—13,609-13,609-100%$843———
Baader Bank Aktiengesellschaft
N/A—13,569-13,569-100%$773.2K———
SlateStone Wealth, LLC
N/A—13,516-13,516-100%$770.0K———
Seeds Investor LLC
N/A—13,443-13,443-100%$766.0K———
Menard Financial Group LLC
N/A—13,442-13,442-100%$766.0K———
CVA Family Office, LLC
N/A—13,418-13,418-100%$764.6K———
Sagewood Asset Management LP
N/A—13,408-13,408-100%$764.0K———
Tandem Wealth Advisors LLC
N/A—13,361-13,361-100%$761.3K———
Cladis Investment Advisory, LLC
N/A—13,330-13,330-100%$759.5K———
Brandywine Trust Co
N/A—13,326-13,326-100%$759.3K———
Gallagher Fiduciary Advisors, LLC
N/A—13,317-13,317-100%$758.8K———
Aristotle Capital Management, LLC
N/A—13,300-13,300-100%$757.8K———
Palisade Capital Management, LP
N/A—13,268-13,268-100%$756.0K———
Penserra Capital Management LLC
N/A—13,177-13,177-100%$704.0K———
Forum Finance Group S.A.
N/A—13,170-13,170-100%$606———
Proactive Wealth Strategies LLC
N/A—13,065-13,065-100%$744.5K———
Navis Wealth Advisors, LLC
N/A—13,027-13,027-100%$742.3K———
MRP Capital Investments, LLC
N/A—13,000-13,000-100%$740.7K———
Rothschild Wealth LLC
N/A—12,989-12,989-100%$740.1K———
Argent Advisors, Inc.
N/A—12,916-12,916-100%$735.9K———
Strategic Wealth Partners, Ltd.
N/A—12,852-12,852-100%$732.3K———
Hanover Advisors Inc
N/A—12,817-12,817-100%$730.3K———
CM Wealth Advisors LLC
N/A—12,648-12,648-100%$720.7K———
Johnson Financial Group, Inc.
N/A—12,621-12,621-100%$719.1K———
Harvest Fund Management Co., Ltd
N/A—12,620-12,620-100%$719.0K———
Legacy Wealth Advisors, LLC
N/A—12,536-12,536-100%$714.3K———
Cascade Financial Partners, LLC
N/A—12,531-12,531-100%$714.0K———
BlueStem Wealth Partners, LLC
N/A—12,524-12,524-100%$713.6K———
Calton & Associates, Inc.
N/A—12,423-12,423-100%$707.8K———
Sunflower Bank, N.A.
N/A—12,404-12,404-100%$706.8K———
Donaldson Capital Management, LLC
N/A—12,374-12,374-100%$705.1K———
Red Door Wealth Management, LLC
N/A—12,356-12,356-100%$704.0K———
Tradition Wealth Management, LLC
N/A—12,323-12,323-100%$702.2K———
Aberdeen Wealth Management LLC
N/A—12,258-12,258-100%$698.5K———
Maridea Wealth Management LLC
N/A—12,242-12,242-100%$697.6K———
Intrinsic Value Partners, LLC
N/A—12,167-12,167-100%$693.3K———
Financial Life Planners
N/A—12,115-12,115-100%$690.3K———
Pacific SUN Financial Corp
N/A—12,101-12,101-100%$689.5K———
Beta Wealth Group, Inc.
N/A—12,033-12,033-100%$685.7K———
Atlas Legacy Advisors, LLC
N/A—11,981-11,981-100%$668.6K———
Permanent Capital Management, LP
N/A—11,929-11,929-100%$679.7K———
Trivium Point Advisory, LLC
N/A—11,875-11,875-100%$676.6K———
Schrum Private Wealth Management LLC
N/A—11,869-11,869-100%$472.0K———
Main Street Research LLC
N/A—11,869-11,869-100%$676.3K———
Kelly Lawrence W & Associates Inc
N/A—11,846-11,846-100%$675.0K———
OneAscent Family Office, LLC
N/A—11,685-11,685-100%$665.8K———
Core Alternative Capital
N/A—11,672-11,672-100%$665.1K———
Tilson Financial Group, Inc.
N/A—11,658-11,658-100%$664.3K———
SGL Investment Advisors, Inc.
N/A—11,619-11,619-100%$742.0K———
Fort Point Capital Partners LLC
N/A—11,562-11,562-100%$658.8K———
Sfmg, LLC
N/A—11,455-11,455-100%$652.7K———
Flatrock Wealth Partners LLC
N/A—11,433-11,433-100%$651.5K———
VeraBank, N.A.
N/A—11,309-11,309-100%$644.4K———
Widmann Financial Services, Inc.
N/A—11,308-11,308-100%$644.4K———
WJ Financial Advisors LLC
N/A—11,218-11,218-100%$639.2K———
Elm Partners Management LLC
N/A—11,135-11,135-100%$634.5K———
Cozad Asset Management Inc
N/A—11,134-11,134-100%$634.4K———
Sienna Gestion
N/A—11,123-11,123-100%$651.0K———
Rice Partnership, LLC
N/A—11,108-11,108-100%$632.9K———
Stokes Family Office, LLC
N/A—11,075-11,075-100%$631.0K———
Smith, Moore & Co.
N/A—10,998-10,998-100%$626.7K———
Carr Financial Group Corp
N/A—10,991-10,991-100%$626.3K———
North Star Asset Management Inc
N/A—10,966-10,966-100%$624.9K———
Weik Capital Management
N/A—10,958-10,958-100%$624.4K———
Fortis Capital Advisors, LLC
N/A—10,918-10,918-100%$622.2K———
First Wilshire Securities Management Inc
N/A—10,916-10,916-100%$622.0K———
Alphadyne Asset Management LP
N/A—10,897-10,897-100%$620.9K———
Second Line Capital, LLC
N/A—10,801-10,801-100%$615.5K———
Investors Portfolio Services LLC
N/A—10,796-10,796-100%$615.1K———
Beckerman Institutional, LLC
N/A—10,767-10,767-100%$613.5K———
Greenline Partners, LLC
N/A—10,680-10,680-100%$608.5K———
Hirtle & Co., LLC
N/A—10,654-10,654-100%$607.1K———
Avalon Trust Co
N/A—10,603-10,603-100%$604.2K———
iSAM Funds (UK) Ltd
N/A—10,600-10,600-100%$604.0K———
Retirement Planning Group, LLC / NY
N/A—10,590-10,590-100%$603.4K———
Tiaa Trust, National Association
N/A—10,564-10,564-100%$601.9K———
Cahill Financial Advisors Inc
N/A—10,537-10,537-100%$600.4K———
Cofg Advisors, LLC
N/A—10,533-10,533-100%$600.2K———
Strive Financial Group,LLC
N/A—10,473-10,473-100%$596.8K———
Vines Capital Management, LLC
N/A—10,472-10,472-100%$596.7K———
Kapstone Financial Advisors LLC
N/A—10,452-10,452-100%$595.6K———
Delta Investment Management, LLC
N/A—10,436-10,436-100%$594.7K———
DV Trading LLC
N/A—10,378-10,378-100%$591.3K———
BTC Capital Management, Inc.
N/A—10,343-10,343-100%$589.3K———
Resolute Wealth Strategies, LLC
N/A—10,314-10,314-100%$587.7K———
Boston Family Office LLC
N/A—10,309-10,309-100%$587.0K———
Allium Financial Advisors, LLC
N/A—10,246-10,246-100%$583.8K———
D L Carlson Investment Group Inc
N/A—10,235-10,235-100%$583.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—10,152-10,152-100%$578.0K———
Meridian Wealth Advisors, LLC
N/A—10,128-10,128-100%$577.1K———
Richmond Brothers, Inc.
N/A—10,111-10,111-100%$576.2K———
Jackson Thornton Wealth Management, LLC
N/A—10,081-10,081-100%$574.4K———
Select Asset Management & Trust
N/A—9,969-9,969-100%$568.0K———
Twinbeech Capital LP
N/A—9,964-9,964-100%$567.7K———
Oxbow Advisors, LLC
N/A—9,861-9,861-100%$561.9K———
BNP Paribas
N/A—9,852-9,852-100%$562.9K———
Spartan Wealth Advisory Services LLC
N/A—9,814-9,814-100%$559.2K———
Red Wave Investments LLC
N/A—9,797-9,797-100%$558.2K———
New World Advisors LLC
N/A—9,789-9,789-100%$557.8K———
Front Street Capital Management, Inc.
N/A—9,783-9,783-100%$557.4K———
Investment Advisory Group, LLC
N/A—9,773-9,773-100%$556.9K———
Sequent Planning LLC
N/A—9,746-9,746-100%$555.3K———
AlphaGrep UK Ltd
N/A—9,743-9,743-100%$555.2K———
Medallion Wealth Advisors, LLC
N/A—9,656-9,656-100%$550.3K———
Blueshift Asset Management, LLC
N/A—9,654-9,654-100%$550.1K———
Walter & Keenan Wealth Management LLC
N/A—9,650-9,650-100%$549.9K———
First National Bank of Hutchinson
N/A—9,648-9,648-100%$549.7K———
Voya Financial Advisors, Inc.
N/A—9,581-9,581-100%$554.6K———
Transamerica Financial Advisors, LLC
N/A—9,513-9,513-100%$542.1K———
Napier Financial, LLC
N/A—9,472-9,472-100%$539.7K———
Kahn Brothers Group Inc
N/A—9,459-9,459-100%$539.0K———
Wealth Advisors of Tampa Bay, LLC
N/A—9,450-9,450-100%$538.5K———
Lcnb Corp
N/A—9,400-9,400-100%$535.6K———
RiverGlades Family Offices LLC
N/A—9,350-9,350-100%$532.8K———
O'rourke & Company, Inc
N/A—9,339-9,339-100%$532.2K———
Iron Gate Global Advisors LLC
N/A—9,325-9,325-100%$531.3K———
Black Swift Group, LLC
N/A—9,250-9,250-100%$527.1K———
Cascades Capital Asset Management, LLC
N/A—9,237-9,237-100%$526.3K———
Sollinda Capital Management LLC
N/A—9,219-9,219-100%$525.3K———
Neo Ivy Capital Management
N/A—9,129-9,129-100%$520.2K———
AXA S.A.
N/A—9,076-9,076-100%$452.1K———
SSI Investment Management LLC
N/A—9,049-9,049-100%$515.6K———
Consilio Wealth Advisors, LLC
N/A—9,000-9,000-100%$512.8K———
Francis Financial, Inc.
N/A—8,956-8,956-100%$510.3K———
Private Capital Management, LLC
N/A—8,932-8,932-100%$508.9K———
BlackDiamond Wealth Management, LLC
N/A—8,895-8,895-100%$568.1K———
RFP Financial Group LLC
N/A—8,876-8,876-100%$505.7K———
Laffer Tengler Investments, Inc.
N/A—8,841-8,841-100%$503.8K———
Van Hulzen Asset Management, LLC
N/A—8,807-8,807-100%$501.8K———
Delta Accumulation, LLC
N/A—8,800-8,800-100%$501.4K———
Paces Ferry Wealth Advisors, LLC
N/A—8,655-8,655-100%$493.2K———
Faithward Advisors, LLC
N/A—8,605-8,605-100%$490.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—8,600-8,600-100%$490.0K———
Twin Focus Capital Partners, LLC
N/A—8,600-8,600-100%$490.0K———
Allred Capital Management, LLC
N/A—8,585-8,585-100%$489.2K———
City National Bank of Florida
N/A—8,579-8,579-100%$488.8K———
Bruce G. Allen Investments, LLC
N/A—8,549-8,549-100%$487.1K———
Lavaca Capital LLC
N/A—8,524-8,524-100%$485.7K———
Tulsa Wealth Advisors, Inc
N/A—8,512-8,512-100%$485.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,493-8,493-100%$483.9K———
Wall Street Financial Group, Inc.
N/A—8,480-8,480-100%$483.2K———
Baldwin Investment Management, LLC
N/A—8,475-8,475-100%$482.9K———
Pennington Partners & Co., LLC
N/A—8,422-8,422-100%$479.9K———
Garden State Investment Advisory Services LLC
N/A—8,362-8,362-100%$476.4K———
Sandy Cove Advisors, LLC
N/A—8,362-8,362-100%$476.5K———
Nvest Financial, LLC
N/A—8,356-8,356-100%$476.1K———
NFC Investments, LLC
N/A—8,347-8,347-100%$476.0K———
CCG Wealth Management, LLC
N/A—8,331-8,331-100%$474.7K———
SOA Wealth Advisors, Llc.
N/A—8,324-8,324-100%$474.3K———
Bellars Harris Wealth Management, LLC
N/A—8,201-8,201-100%$467.3K———
Alpha Financial Partners LLC
N/A—8,187-8,187-100%$466.5K———
Bank of Nova Scotia Trust Co
N/A—8,171-8,171-100%$465.6K———
Topsail Wealth Management, LLC
N/A—8,131-8,131-100%$463.3K———
Westshore Wealth, LLC
N/A—8,104-8,104-100%$461.8K———
Omnia Family Wealth, LLC
N/A—8,096-8,096-100%$461.3K———
HC Advisors, LLC
N/A—8,062-8,062-100%$459.4K———
Shepherd Wealth Management Ltd Liability Co
N/A—8,058-8,058-100%$515.0K———
Highview Capital Management LLC
N/A—8,033-8,033-100%$457.7K———
London Co of Virginia
N/A—8,033-8,033-100%$457.7K———
WealthShield Partners, LLC
N/A—8,017-8,017-100%$456.8K———
Maxele Advisors, LLC
N/A—7,892-7,892-100%$449.7K———
Duncan Williams Asset Management, LLC
N/A—7,799-7,799-100%$444.4K———
Elgethun Capital Management
N/A—7,770-7,770-100%$442.8K———
Blalock Williams, LLC
N/A—7,767-7,767-100%$442.6K———
United Bank
N/A—7,715-7,715-100%$439.6K———
Sonoma Allocations LLC
N/A—7,641-7,641-100%$446.4K———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—7,522-7,522-100%$428.6K———
Brio Consultants, LLC
N/A—7,513-7,513-100%$428.1K———
Greykasell Wealth Strategies, Inc.
N/A—7,507-7,507-100%$427.7K———
Campbell Deegan Wealth Management, LLC
N/A—7,498-7,498-100%$427.2K———
Concentrum Wealth Management
N/A—7,452-7,452-100%$424.6K———
Axis Wealth Partners, LLC
N/A—7,438-7,438-100%$423.8K———
Addison Capital Co
N/A—7,421-7,421-100%$422.8K———
Wealthspan Partners, LLC
N/A—7,381-7,381-100%$420.6K———
Arcus Capital Partners, LLC
N/A—7,371-7,371-100%$420.0K———
Bellevue Asset Management, LLC
N/A—7,286-7,286-100%$415.2K———
Wealthspire Retirement, LLC
N/A—7,179-7,179-100%$409.0K———
Paladin Advisory Group, LLC
N/A—7,171-7,171-100%$408.6K———
Twin Peaks Wealth Advisors, LLC
N/A—7,166-7,166-100%$408.3K———
BHK Investment Advisors, LLC
N/A—7,156-7,156-100%$407.7K———
Payne Capital Management, LLC
N/A—7,135-7,135-100%$406.6K———
Fairview Capital Investment Management, LLC
N/A—7,132-7,132-100%$406.4K———
First American Trust, FSB
N/A—7,132-7,132-100%$406.4K———
LEE Johnson Capital Management, LLC
N/A—7,085-7,085-100%$403.7K———
Aviso Financial Inc.
N/A—7,066-7,066-100%$402.6K———
Novak & Powell Financial Services, Inc.
N/A—7,044-7,044-100%$401.4K———
Everstar Asset Management, LLC
N/A—7,013-7,013-100%$399.6K———
FMB Wealth Management
N/A—6,978-6,978-100%$397.6K———
Advance Capital Management, Inc.
N/A—6,968-6,968-100%$397.0K———
Steigerwald, Gordon & Koch Inc.
N/A—6,955-6,955-100%$396.3K———
Fairfield, Bush & Co.
N/A—6,920-6,920-100%$394.3K———
GW&K Investment Management, LLC
N/A—6,905-6,905-100%$393.0K———
FSB Premier Wealth Management, Inc.
N/A—6,901-6,901-100%$393.2K———
49 Wealth Management, LLC
N/A—6,843-6,843-100%$389.9K———
Alongside, LLC
N/A—6,843-6,843-100%$389.9K———
Financial Advisors Network, Inc.
N/A—6,841-6,841-100%$389.8K———
Alta Wealth Advisors LLC
N/A—6,829-6,829-100%$389.1K———
Roehl & Yi Investment Advisors, LLC
N/A—6,792-6,792-100%$387.0K———
Byrne Financial Freedom, LLC
N/A—6,771-6,771-100%$385.8K———
Alpha Financial Advisors, LLC
N/A—6,763-6,763-100%$385.4K———
Caitlin John, LLC
N/A—6,756-6,756-100%$385.0K———
BOK Financial Private Wealth, Inc.
N/A—6,753-6,753-100%$384.8K———
Pinnacle Family Advisors, LLC
N/A—6,732-6,732-100%$383.6K———
Wallace Advisory Group, LLC
N/A—6,715-6,715-100%$382.6K———
Arbor Trust Wealth Advisors, LLC
N/A—6,676-6,676-100%$380.4K———
Pitcairn Wealth Advisors LLC
N/A—6,629-6,629-100%$377.8K———
OneAscent Investment Solutions LLC
N/A—6,584-6,584-100%$375.2K———
Hamilton Wealth, LLC
N/A—6,578-6,578-100%$374.8K———
Sharp Wealth Advisory, LLC
N/A—6,577-6,577-100%$374.8K———
Pinnacle West Asset Management, Inc.
N/A—6,570-6,570-100%$374.0K———
Copley Financial Group, Inc.
N/A—6,543-6,543-100%$372.8K———
Oxinas Partners, LLC
N/A—6,509-6,509-100%$370.9K———
Integrity Wealth Solutions LLC
N/A—6,504-6,504-100%$370.6K———
Cape COD Five Cents Savings Bank
N/A—6,466-6,466-100%$368.4K———
BBR Partners, LLC
N/A—6,433-6,433-100%$366.6K———
ST Germain D J Co Inc
N/A—6,426-6,426-100%$366.2K———
Hyperion Capital Advisors LP
N/A—6,400-6,400-100%$364.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—6,344-6,344-100%$361.5K———
Steadtrust LLC
N/A—6,338-6,338-100%$361.1K———
Logan Capital Management Inc
N/A—6,331-6,331-100%$360.7K———
Koss-Olinger Consulting, LLC
N/A—6,324-6,324-100%$360.3K———
Fiduciary Financial Advisors
N/A—6,270-6,270-100%$356.9K———
Dover Advisors, LLC
N/A—6,259-6,259-100%$344.2K———
Snowwater Investment Partners, LLC
N/A—6,252-6,252-100%$356.2K———
NCP Inc.
N/A—6,250-6,250-100%$356.1K———
Centric Wealth Management
N/A—6,245-6,245-100%$325.9K———
Northwest Quadrant Wealth Management, LLC
N/A—6,234-6,234-100%$355.2K———
Miller Capital Partners, Inc.
N/A—6,208-6,208-100%$353.7K———
Meridian Wealth Partners, LLC
N/A—6,192-6,192-100%$352.8K———
Royal Capital Wealth Management, LLC
N/A—6,169-6,169-100%$351.5K———
Impact Partnership Wealth, LLC
N/A—6,129-6,129-100%$349.3K———
Quantum Portfolio Management LLC
N/A—6,106-6,106-100%$347.9K———
Bulltick Wealth Management, LLC
N/A—6,097-6,097-100%$347.4K———
NorthStar Asset Management LLC
N/A—6,094-6,094-100%$347.2K———
Resurgent Financial Advisors LLC
N/A—6,032-6,032-100%$343.7K———
LeClair Wealth Partners LLC
N/A—6,030-6,030-100%$343.6K———
Forefront Wealth Partners, LLC
N/A—6,030-6,030-100%$343.6K———
McLaughlin Asset Management, Inc.
N/A—6,015-6,015-100%$342.8K———
17 Capital Partners, LLC
N/A—5,993-5,993-100%$341.5K———
K.J. Harrison & Partners Inc
N/A—5,976-5,976-100%$340.5K———
Osborne Partners Capital Management, LLC
N/A—5,961-5,961-100%$339.7K———
J.E. Simmons & Co., P.C.
N/A—5,921-5,921-100%$337.4K———
January Capital Advisors LLC
N/A—5,915-5,915-100%$337.1K———
Miramar Capital, LLC
N/A—5,904-5,904-100%$336.4K———
Motco
N/A—5,883-5,883-100%$335.2K———
GatePass Capital, LLC
N/A—5,871-5,871-100%$334.5K———
Members Trust Co
N/A—5,835-5,835-100%$332.5K———
Passive Capital Management, Llc.
N/A—5,810-5,810-100%$319.6K———
Toews Corp
N/A—5,805-5,805-100%$330.8K———
Capital Investment Management, Inc.
N/A—5,757-5,757-100%$328.0K———
Spahn Wealth & Retirement LLC
N/A—5,736-5,736-100%$326.8K———
McNamara Financial Services, Inc.
N/A—5,722-5,722-100%$326.0K———
All Terrain Financial Advisors, LLC
N/A—5,700-5,700-100%$324.8K———
Ironwood Investment Management LLC
N/A—5,685-5,685-100%$323.9K———
Meramec Financial Planners, LLC
N/A—5,661-5,661-100%$351.7K———
Cardiff Park Advisors, LLC
N/A—5,627-5,627-100%$320.6K———
UP Strategic Wealth Investment Advisors LLC
N/A—5,578-5,578-100%$352.8K———
Mars Jewett Financial Group, Inc.
N/A—5,574-5,574-100%$317.6K———
Skba Capital Management LLC
N/A—5,550-5,550-100%$316.2K———
Seldon Capital LP
N/A—5,502-5,502-100%$313.5K———
Astoria Portfolio Advisors Llc.
N/A—5,501-5,501-100%$313.4K———
Ballast Advisors LLC
N/A—5,489-5,489-100%$312.8K———
Massachusetts Institute of Technology
N/A—5,486-5,486-100%$312.6K———
Calydon Capital
N/A—5,433-5,433-100%$309.6K———
Glen Eagle Advisors, LLC
N/A—5,397-5,397-100%$307.5K———
Latash Investments, LLC
N/A—5,394-5,394-100%$307.4K———
Blue Edge Capital, LLC
N/A—5,380-5,380-100%$306.6K———
Yukon Wealth Management, Inc.
N/A—5,326-5,326-100%$303.5K———
Sand Hill Global Advisors, LLC
N/A—5,313-5,313-100%$302.7K———
Arrowroot Family Office, LLC
N/A—5,308-5,308-100%$302.5K———
National Philanthropic Trust
N/A—5,295-5,295-100%$301.7K———
Traub Capital Management LLC
N/A—5,259-5,259-100%$299.7K———
Pursuit Wealth Strategies, LLC
N/A—5,251-5,251-100%$299.2K———
VestGen Investment Management
N/A—5,251-5,251-100%$299.2K———
Goepper Burkhardt LLC
N/A—5,201-5,201-100%$296.4K———
Godfrey Financial Associates, Inc.
N/A—5,163-5,163-100%$296.9K———
Ameriflex Group, Inc.
N/A—5,160-5,160-100%$294.0K———
Round Rock Advisors LLC
N/A—5,149-5,149-100%$293.4K———
First National Advisers, LLC
N/A—5,139-5,139-100%$292.8K———
Planning Alternatives LTD
N/A—5,121-5,121-100%$291.8K———
Palisades Hudson Asset Management, L.P.
N/A—5,098-5,098-100%$289.0K———
Prasad Wealth Partners, LLC
N/A—5,061-5,061-100%$288.4K———
Truepoint, Inc.
N/A—5,050-5,050-100%$287.8K———
Leigh Baldwin & Co., LLC
N/A—5,045-5,045-100%$287.4K———
Strategies Wealth Advisors, LLC
N/A—5,039-5,039-100%$287.1K———
Fielder Capital Group LLC
N/A—5,023-5,023-100%$286.2K———
Peak Asset Management, LLC
N/A—5,020-5,020-100%$286.0K———
CoreFirst Bank & Trust
N/A—5,012-5,012-100%$285.6K———
LaSalle St. Investment Advisors, LLC
N/A—4,962-4,962-100%$282.7K———
Everest Private Wealth
N/A—4,935-4,935-100%$281.2K———
First Western Trust Bank
N/A—4,924-4,924-100%$280.6K———
Innovative Asset Advisors Group, LLC
N/A—4,907-4,907-100%$279.6K———
BSW Wealth Partners
N/A—4,899-4,899-100%$279.1K———
Roble, Belko & Company, Inc
N/A—4,877-4,877-100%$278.0K———
Lakeridge Wealth Management LLC
N/A—4,852-4,852-100%$276.5K———
Sachetta, LLC
N/A—4,851-4,851-100%$276.4K———
Campion Asset Management
N/A—4,847-4,847-100%$276.2K———
First Commonwealth Financial Corp
N/A—4,837-4,837-100%$275.6K———
King Wealth Management Group
N/A—4,832-4,832-100%$275.0K———
Nicholson Wealth Management Group, LLC
N/A—4,832-4,832-100%$275.3K———
Parkwoods Wealth Partners, LLC
N/A—4,831-4,831-100%$275.3K———
Annandale Capital, LLC
N/A—4,780-4,780-100%$272.0K———
Canal Capital Management, LLC
N/A—4,758-4,758-100%$271.1K———
Birchcreek Wealth Management, LLC
N/A—4,737-4,737-100%$269.9K———
Pettee Investors, Inc.
N/A—4,721-4,721-100%$269.0K———
V. M. Manning & Co., Inc.
N/A—4,712-4,712-100%$268.5K———
1492 Capital Management LLC
N/A—4,669-4,669-100%$266.0K———
5T Wealth, LLC
N/A—4,661-4,661-100%$265.6K———
Claret Asset Management Corp
N/A—4,660-4,660-100%$266.0K———
Farmers National Bank
N/A—4,654-4,654-100%$265.2K———
ATLas Financial Planning LLC
N/A—4,645-4,645-100%$264.7K———
Phocas Financial Corp.
N/A—4,640-4,640-100%$264.4K———
Millstone Evans Group, LLC
N/A—4,614-4,614-100%$262.9K———
Okabena Investment Services Inc
N/A—4,591-4,591-100%$261.6K———
Matrix Private Capital Group LLC
N/A—4,589-4,589-100%$261.5K———
Panoramic Capital Partners, LLC
N/A—4,574-4,574-100%$260.6K———
Acorns Advisers, LLC
N/A—4,529-4,529-100%$258.0K———
Disciplined Investments, LLC
N/A—4,525-4,525-100%$257.9K———
Round Hill Asset Management
N/A—4,524-4,524-100%$257.8K———
Fortis Capital Management LLC
N/A—4,523-4,523-100%$257.7K———
Peak Retirement Planning, Inc.
N/A—4,508-4,508-100%$256.9K———
Barnes Wealth Management Group, Inc
N/A—4,504-4,504-100%$256.6K———
Monetary Management Group Inc
N/A—4,500-4,500-100%$256.4K———
Hudson Bay Capital Management LP
N/A—4,451-4,451-100%$253.6K———
Riverview Capital Advisers, LLC
N/A—4,445-4,445-100%$253.3K———
Spectrum Investment Advisors, Inc.
N/A—4,430-4,430-100%$252.4K———
Plotkin Financial Advisors, LLC
N/A—4,410-4,410-100%$251.3K———
Pine Harbor Wealth Management, LLC
N/A—4,389-4,389-100%$250.1K———
Mission Hills Financial Advisory, LLC
N/A—4,366-4,366-100%$248.8K———
Summit Wealth Group, LLC
N/A—4,359-4,359-100%$248.4K———
Requisite Capital Management, LLC
N/A—4,349-4,349-100%$247.8K———
Satovsky Asset Management LLC
N/A—4,336-4,336-100%$247.1K———
SageGuard Financial Group, LLC
N/A—4,332-4,332-100%$246.8K———
Ducere Wealth Management LLC
N/A—4,329-4,329-100%$246.7K———
Financial Alternatives, Inc
N/A—4,309-4,309-100%$245.5K———
Brendel Financial Advisors LLC
N/A—4,291-4,291-100%$244.5K———
Prossimo Advisors, LLC
N/A—4,287-4,287-100%$244.3K———
ODonnell Financial Services, LLC
N/A—4,238-4,238-100%$241.5K———
Northstar Group, Inc.
N/A—4,215-4,215-100%$240.1K———
Rock Point Advisors, LLC
N/A—4,193-4,193-100%$238.9K———
Synergy Financial Group, LTD
N/A—4,190-4,190-100%$238.7K———
Tidemark, LLC
N/A—4,164-4,164-100%$237.2K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—4,136-4,136-100%$235.7K———
Fiduciary Wealth Partners, LLC
N/A—4,052-4,052-100%$230.9K———
Golden Road Advisors LLC
N/A—4,046-4,046-100%$230.5K———
Runnymede Capital Advisors, Inc.
N/A—4,019-4,019-100%$229.0K———
Tripletail Wealth Management, LLC
N/A—4,013-4,013-100%$235.7K———
FSA Advisors, Inc.
N/A—4,007-4,007-100%$228.6K———
Cbiz Investment Advisory Services, LLC
N/A—3,991-3,991-100%$194.6K———
Granite Bay Wealth Management, LLC
N/A—3,990-3,990-100%$227.0K———
Roberts Glore & Co Inc
N/A—3,990-3,990-100%$227.4K———
Quattro Advisors LLC
N/A—3,940-3,940-100%$224.5K———
Winslow Asset Management Inc
N/A—3,930-3,930-100%$224.0K———
Cornerstone Financial Management LLC
N/A—3,901-3,901-100%$222.3K———
Nicholson Meyer Capital Management, Inc.
N/A—3,867-3,867-100%$220.3K———
Crux Wealth Advisors
N/A—3,850-3,850-100%$219.3K———
Modus Advisors, LLC
N/A—3,785-3,785-100%$215.6K———
Allied Private Wealth LLC
N/A—3,776-3,776-100%$220.2K———
Aureus Asset Management, LLC
N/A—3,722-3,722-100%$212.1K———
Element Wealth, LLC
N/A—3,722-3,722-100%$212.1K———
N.E.W. Advisory Services LLC
N/A—3,717-3,717-100%$211.8K———
Core Wealth Advisors, Inc.
N/A—3,710-3,710-100%$211.4K———
DiPaolo Financial Group, Inc.
N/A—3,661-3,661-100%$208.6K———
FreeGulliver LLC
N/A—3,657-3,657-100%$208.4K———
Drake & Associates, LLC
N/A—3,649-3,649-100%$207.9K———
Chico Wealth RIA
N/A—3,646-3,646-100%$207.8K———
Banco BTG Pactual S.A.
N/A—3,643-3,643-100%$207.6K———
Ruane, Cunniff & Goldfarb L.P.
N/A—3,625-3,625-100%$206.6K———
Mokan Wealth Management Inc.
N/A—3,620-3,620-100%$206.3K———
Star Financial Bank
N/A—3,619-3,619-100%$206.2K———
Harvest Investment Services, LLC
N/A—3,607-3,607-100%$205.5K———
Continental Investors Services, Inc.
N/A—3,589-3,589-100%$227.2K———
Capital Group Private Client Services, Inc.
N/A—3,587-3,587-100%$204.4K———
Custos Family Office, LLC
N/A—3,583-3,583-100%$204.2K———
Spreng Capital Management, Inc.
N/A—3,560-3,560-100%$202.8K———
Compton Financial Group, LLC
N/A—3,559-3,559-100%$202.8K———
Index Technologies Group LLC
N/A—3,549-3,549-100%$202.2K———
FFT Wealth Management LLC
N/A—3,543-3,543-100%$201.9K———
Moment Partners, LLC
N/A—3,518-3,518-100%$200.5K———
Burnham & Co LLC
N/A—3,500-3,500-100%$199.4K———
Trinity Legacy Partners, LLC
N/A—3,486-3,486-100%$214.4K———
Game Plan Financial Advisors, LLC
N/A—3,405-3,405-100%$194.0K———
PeakShares LLC
N/A—3,396-3,396-100%$193.5K———
Security National Bank of SO DAK
N/A—3,348-3,348-100%$190.8K———
Bogart Wealth, LLC
N/A—3,228-3,228-100%$183.9K———
WFA of San Diego, LLC
N/A—3,223-3,223-100%$206.6K———
Atlas Capital Advisors Inc.
N/A—3,188-3,188-100%$181.7K———
PlanVest Financial, Inc
N/A—3,178-3,178-100%$181.1K———
Bank of the Bluegrass & Trust Co.
N/A—3,102-3,102-100%$168.8K———
Beaird Harris Wealth Management, LLC
N/A—3,082-3,082-100%$175.6K———
Imprint Wealth LLC
N/A—2,932-2,932-100%$167.1K———
Consultiva Wealth Management, Corp.
N/A—2,850-2,850-100%$162.4K———
S&T Bank
N/A—2,819-2,819-100%$160.6K———
Wellington-Altus USA Inc.
N/A—2,764-2,764-100%$134.7K———
Ogorek Anthony Joseph
N/A—2,716-2,716-100%$154.0K———
Palladiem, LLC
N/A—2,500-2,500-100%$142.5K———
Fi3 Financial Advisors, LLC
N/A—2,436-2,436-100%$262.8K———
Kemnay Advisory Services Inc.
N/A—2,292-2,292-100%$130.6K———
Corsicana & Co.
N/A—2,271-2,271-100%$129.4K———
Darwin Wealth Management, LLC
N/A—2,263-2,263-100%$129.0K———
Basepoint Wealth LLC
N/A—2,225-2,225-100%$126.8K———
Synergy Investment Management, LLC
N/A—2,188-2,188-100%$130.6K———
Parallax Volatility Advisers, L.P.
N/A—2,173-2,173-100%$123.8K———
Kerr Financial Planning Corp
N/A—2,170-2,170-100%$123.6K———
1 North Wealth Services LLC
N/A—2,089-2,089-100%$119.0K———
Security National Bank of Sioux City Iowa
N/A—2,077-2,077-100%$118.3K———
Tacita Capital Inc
N/A—2,073-2,073-100%$118.1K———
Truvestments Capital LLC
N/A—2,070-2,070-100%$117.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,985-1,985-100%$113.1K———
Rowlandmiller & Partners.adv
N/A—1,985-1,985-100%$113.1K———
CNB Bank
N/A—1,894-1,894-100%$107.9K———
Dogwood Wealth Management LLC
N/A—1,862-1,862-100%$106.1K———
Bravera Wealth
N/A—1,842-1,842-100%$105.0K———
TD Capital Management LLC
N/A—1,837-1,837-100%$104.6K———
JPL Wealth Management, LLC
N/A—1,780-1,780-100%$101.4K———
Sankala Group LLC
N/A—1,673-1,673-100%$107.3K———
Morse Asset Management, Inc
N/A—1,558-1,558-100%$88.8K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,530-1,530-100%$87.2K———
Oakmont Corp
N/A—1,455-1,455-100%$82.9K———
Rialto Wealth Management, LLC
N/A—1,454-1,454-100%$82.8K———
Loomis Sayles & Co L P
N/A—1,412-1,412-100%$80.4K———
Swisher Financial Concepts, Inc.
N/A—1,385-1,385-100%$78.9K———
Kilter Group LLC
N/A—1,370-1,370-100%$78.1K———
Broadwater Capital Management LLC
N/A—1,332-1,332-100%$75.9K———
Purpose Unlimited Inc.
N/A—1,298-1,298-100%$74.0K———
1015 Capital Partners, LLC
N/A—1,265-1,265-100%$72.1K———
LOM Asset Management Ltd
N/A—1,250-1,250-100%$71.2K———
Meeder Asset Management Inc
N/A—1,231-1,231-100%$70.1K———
Measured Wealth Private Client Group, LLC
N/A—1,161-1,161-100%$66.2K———
Mcguire Capital Advisors Inc
N/A—1,122-1,122-100%$63.9K———
Vega Investment Solutions
N/A—1,121-1,121-100%$63.9K———
Sumitomo Mitsui Financial Group, Inc.
N/A—1,100-1,100-100%$62.7K———
Stance Capital LLC
N/A—1,093-1,093-100%$62.3K———
Atlantic Private Wealth, LLC
N/A—1,061-1,061-100%$60.5K———
Timbuktu Capital Management, LLC
N/A—1,000-1,000-100%$57.0K———
Minot DeBlois Advisors LLC
N/A—1,000-1,000-100%$57.0K———
HighMark Wealth Management LLC
N/A—995-995-100%$56.7K———
VSM Wealth Advisory, LLC
N/A—979-979-100%$55.8K———
Raffa Wealth Management, LLC
N/A—979-979-100%$55.8K———
Vision Retirement, LLC
N/A—947-947-100%$53.9K———
Timmons Wealth Management, LLC
N/A—918-918-100%$52.3K———
Centiva Capital, LP
N/A—879-879-100%$50.1K———
Mark Sheptoff Financial Planning, LLC
N/A—862-862-100%$49.1K———
Tanglewood Legacy Advisors, LLC
N/A—775-775-100%$44.2K———
Battery Global Advisors, LLC
N/A—768-768-100%$43.8K———
Leo H. Evart, Inc.
N/A—737-737-100%$42.0K———
Mpwm Advisory Solutions, LLC
N/A—733-733-100%$41.8K———
Clal Insurance Enterprises Holdings Ltd
N/A—705-705-100%$40.0K———
Financial Gravity Companies, Inc.
N/A—698-698-100%$39.8K———
Atomic Invest LLC
N/A—647-647-100%$37.4K———
Morgan Dempsey Capital Management LLC
N/A—635-635-100%$36.2K———
1248 Management, LLC
N/A—632-632-100%$36.0K———
HFM Investment Advisors, LLC
N/A—607-607-100%$34.6K———
Frazier Financial Advisors, LLC
N/A—594-594-100%$33.8K———
Credit Industriel ET Commercial
N/A—577-577-100%$32.9K———
Graney & King, LLC
N/A—567-567-100%$32.3K———
Nova Wealth Management, Inc.
N/A—540-540-100%$30.8K———
Bernard Wealth Management Corp.
N/A—538-538-100%$30.7K———
Wiser Advisor Group LLC
N/A—519-519-100%$29.6K———
Walsh & Associates, LLC
N/A—450-450-100%$25.6K———
Turim 21 Investimentos Ltda.
N/A—447-447-100%$25.5K———
WealthCollab, LLC
N/A—437-437-100%$24.9K———
Fourth Dimension Wealth, LLC
N/A—426-426-100%$24.3K———
Highland Investment Advisors LLC
N/A—354-354-100%$20.2K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—335-335-100%$19.1K———
Marshall Investment Management, LLC
N/A—312-312-100%$17.8K———
Front Row Advisors LLC
N/A—290-290-100%$18.6K———
Oakmont Advisory Group, LLC
N/A—287-287-100%$16.4K———
FWL Investment Management, LLC
N/A—281-281-100%$16.0K———
Park Square Financial Group, LLC
N/A—272-272-100%$15.5K———
JDM Financial Group LLC
N/A—239-239-100%$13.6K———
Quarry LP
N/A—210-210-100%$12.0K———
Chesapeake Asset Management LLC
N/A—207-207-100%$11.8K———
Westfuller Advisors, LLC
N/A—167-167-100%$9.5K———
ESL Trust Services, LLC
N/A—160-160-100%$9.1K———
Ross\johnson & Associates LLC
N/A—118-118-100%$6.7K———
Abound Financial, LLC
N/A—114-114-100%$6.5K———
Strategic Investment Solutions, Inc.
N/A—100-100-100%$5.7K———
Luminist Capital LLC
N/A—99-99-100%$5.6K———
Benson Wealth Management Inc
N/A—69-69-100%$3.9K———
Lummis Asset Management, LP
N/A—56-56-100%$3.2K———
Ankerstar Wealth, LLC
N/A—53-53-100%$3.0K———
Copia Wealth Management
N/A—53-53-100%$3.0K———
Seneschal Advisors, LLC
N/A—51-51-100%$2.9K———
Cypress Capital Management LLC (WY)
N/A—50-50-100%$2.8K———
Nalls Sherbakoff Group, LLC
N/A—25-25-100%$1.4K———
Vanguard Advisers Inc
N/A—18-18-100%$1.0K———
Osbon Capital Management LLC
N/A—15-15-100%$854———
Cordant, Inc.
N/A—11-11-100%$624———
Showing 3727 of 3727 institutions