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Berkshire Hathaway Inc (BRK/A)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vestor Capital, LLC
INCREASED
Shares111,536 from 8,523
Change+103,013 (+1209%)
Value$10.0K (+$5.2K)
Filed 2026-11-04
Everett Harris & Co
DECREASED
Shares1,416 from 1,417
Change-1 (0%)
Value$1.1B (-$3.4M)
Filed 2026-10-28
Markel Group Inc.
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$832.2M (-$2.1M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares858 from 861
Change-3 (0%)
Value$640.9M (-$3.8M)
Filed 2026-11-05
Hikari Power Ltd
DECREASED
Shares458 from 693
Change-235 (-34%)
Value$342.1K (-$518.6M)
Filed 2026-10-30
Allen Holding Inc
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$219.6M (-$542.4K)
Filed 2026-11-03
Canton Hathaway, LLC
DECREASED
Shares277 from 283
Change-6 (-2%)
Value$206.9M (-$5.0M)
Filed 2026-10-23
Armstrong Henry H Associates Inc
DECREASED
Shares268 from 270
Change-2 (-1%)
Value$200.2M (-$2.0M)
Filed 2026-10-07
Laurel Wealth Advisors LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$195.7M (-$483.4K)
Filed 2026-10-27
Bank of New York Mellon Corp
DECREASED
Shares245 from 247
Change-2 (-1%)
Value$183.0M (-$1.9M)
Filed 2026-11-05
Creative Planning
DECREASED
Shares212 from 218
Change-6 (-3%)
Value$158.3M (-$4.9M)
Filed 2026-11-02
Rede Wealth, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$155.4M (-$383.8K)
Filed 2026-10-22
Auto-Owners Insurance Co
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$116.5M (-$287.8K)
Filed 2026-10-15
Tweedy, Browne Co LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$107.6M (-$265.7K)
Filed 2026-11-04
State of Michigan Retirement System
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$86.7M (-$214.0K)
Filed 2026-10-27
ASO Group Ltd
INCREASED
Shares110 from 63
Change+47 (+75%)
Value$82.2K (-$47.1M)
Filed 2026-11-05
General American Investors Co Inc
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$82.2M (-$203.0K)
Filed 2026-11-02
Well Done, LLC
DECREASED
Shares105 from 112
Change-7 (-6%)
Value$78.4M (-$5.4M)
Filed 2026-10-20
Mill Capital Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$74.7M (-$184.5K)
Filed 2026-10-26
Professional Advisory Services Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$747 (-$2)
Filed 2026-10-08
Hartline Investment Corp/
DECREASED
Shares91 from 117
Change-26 (-22%)
Value$68.0M (-$19.6M)
Filed 2026-10-29
Accredited Investors Inc.
DECREASED
Shares89 from 93
Change-4 (-4%)
Value$66.5M (-$3.2M)
Filed 2026-11-03
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$66.5M (-$164.2K)
Filed 2026-10-20
ACR Alpine Capital Research, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$63.5M (-$156.8K)
Filed 2026-11-02
Eastern Bank
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$60.5M (-$149.4K)
Filed 2026-10-05
Choreo, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$59.8M (-$147.6K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares74 from 76
Change-2 (-3%)
Value$55.3M (-$1.6M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares70 from 85
Change-15 (-18%)
Value$52.3M (-$11.4M)
Filed 2026-11-02
Northwestern University
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$49.3M (-$121.8K)
Filed 2026-10-21
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$48.6M (-$119.9K)
Filed 2026-10-30
I.G.Y. Ltd
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$48.6M (-$119.9K)
Filed 2026-10-22
DekaBank Deutsche Girozentrale
INCREASED
Shares62 from 4
Change+58 (+1450%)
Value$46.7K (+$43.9K)
Filed 2026-10-27
Security National Bank
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$46.3M (-$114.4K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares60 from 64
Change-4 (-6%)
Value$44.8K (-$47.9M)
Filed 2026-11-02
D.A. Davidson & Co.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$43.3M (-$107.0K)
Filed 2026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$42.6M (-$105.2K)
Filed 2026-11-03
Lincoln Capital LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$41.1M (-$101.5K)
Filed 2026-10-09
Oslo Pensjonsforsikring AS
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$40.3M (-$99.6K)
Filed 2026-10-15
Crestwood Advisors Group, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$39.6M (-$97.8K)
Filed 2026-10-27
Ninety One UK Ltd
NEW
Shares51
Change+51
Value$38.1M
Filed 2026-10-15
SWF LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$37.4M (-$92.3K)
Filed 2026-11-05
Kelleher Financial Advisors
INCREASED
Shares48 from 40
Change+8 (+20%)
Value$35.9M (+$5.9M)
Filed 2026-10-30
Robeco Institutional Asset Management B.V.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$35.1M (-$86.7K)
Filed 2026-10-20
Truist Financial Corp
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$32.9M (-$81.2K)
Filed 2026-10-30
Postrock Partners LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$32.9M (-$81.2K)
Filed 2026-11-02
Fenimore Asset Management Inc
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$30.6M (-$75.6K)
Filed 2026-10-08
Allen Operations LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$30.6M (-$75.6K)
Filed 2026-11-03
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares40 from 59
Change-19 (-32%)
Value$29.9M (-$14.3M)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares40 from 38
Change+2 (+5%)
Value$29.9M (+$1.4M)
Filed 2026-11-05
Prodigy Asset Management LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$29.1M (-$72.0K)
Filed 2026-10-28
Segment Wealth Management, LLC
DECREASED
Shares38 from 39
Change-1 (-3%)
Value$28.4M (-$819.0K)
Filed 2026-10-26
First Citizens Bank & Trust Co
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$28.4M (-$70.1K)
Filed 2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$27.6M (-$68.3K)
Filed 2026-10-22
Parsons Capital Management Inc
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$26.9M (-$66.4K)
Filed 2026-10-28
Pittenger & Anderson Inc
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$25.4M (-$62.7K)
Filed 2026-11-02
Hennessy Advisors Inc
DECREASED
Shares33 from 35
Change-2 (-6%)
Value$1.5M (-$24.7M)
Filed 2026-10-28
General Partner, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$24.7M (-$60.9K)
Filed 2026-10-05
Perennial Advisors, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$24.7M (-$60.9K)
Filed 2026-10-13
Private Management Group Inc
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$24.7M (-$60.9K)
Filed 2026-11-04
James T. Borello RIA
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$24.7M (-$60.9K)
Filed 2026-10-16
Aaron Wealth Advisors LLC
INCREASED
Shares32 from 5
Change+27 (+540%)
Value$23.9M (+$20.2M)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares32 from 10
Change+22 (+220%)
Value$23.9M (+$16.4M)
Filed 2026-11-04
Union Savings Bank
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$23.9M (-$59.0K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares31 from 25
Change+6 (+24%)
Value$23.2M (+$4.4M)
Filed 2026-11-02
Granite FO LLC
DECREASED
Shares31 from 32
Change-1 (-3%)
Value$23.2M (-$806.0K)
Filed 2026-10-14
AMG National Trust Bank
DECREASED
Shares31 from 32
Change-1 (-3%)
Value$23.2M (-$806.0K)
Filed 2026-11-05
Busey Bank
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$23.2M (-$57.2K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$23.2M (-$57.2K)
Filed 2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares30 from 40
Change-10 (-25%)
Value$22.6M (-$7.1M)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
DECREASED
Shares30 from 31
Change-1 (-3%)
Value$22.4M (-$804.2K)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$21.7M (-$53.5K)
Filed 2026-11-05
Check Capital Management Inc
DECREASED
Shares28 from 56
Change-28 (-50%)
Value$20.9M (-$21.0M)
Filed 2026-11-05
Greenleaf Trust
INCREASED
Shares28 from 14
Change+14 (+100%)
Value$20.9M (+$10.4M)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares28 from 27
Change+1 (+4%)
Value$18.4M (+$1.4M)
Filed 2026-10-13
Silverleafe Capital Partners, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$20.9M (-$51.7K)
Filed 2026-10-02
Harvey Investment Co LLC
DECREASED
Shares27 from 28
Change-1 (-4%)
Value$20.2K (-$20.9M)
Filed 2026-10-20
HB Wealth Management, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$20.2M (-$49.8K)
Filed 2026-10-23
BigSur Wealth Management LLC
DECREASED
Shares26 from 27
Change-1 (-4%)
Value$19.4M (-$796.8K)
Filed 2026-10-13
Regions Financial Corp
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$19.4M (-$48.0K)
Filed 2026-11-05
Davenport & Co LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$17.9M (-$44.3K)
Filed 2026-10-14
Brighton Jones LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$17.9M (-$44.3K)
Filed 2026-11-03
Patten Group, Inc.
DECREASED
Shares23 from 24
Change-1 (-4%)
Value$17.2M (-$791.3K)
Filed 2026-10-26
Spinnaker Investment Group, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$17.2M (-$42.4K)
Filed 2026-10-13
Locust Wood Capital Advisers, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$17.2M (-$42.4K)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares22 from 24
Change-2 (-8%)
Value$16.4M (-$1.5M)
Filed 2026-10-28
Saybrook Capital
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$16.4M (-$40.6K)
Filed 2026-10-27
Ascentis Wealth Management, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$16.4M (-$40.6K)
Filed 2026-11-03
Washington Trust Co
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$16.4M (-$40.6K)
Filed 2026-10-22
Seven Post Investment Office LP
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$15.7M (-$38.7K)
Filed 2026-10-26
First Nebraska Trust Co
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$15.7M (-$38.7K)
Filed 2026-10-30
Gibson Capital, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$15.7M (-$38.7K)
Filed 2026-10-23
WoodTrust Financial Corp
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$15.7K (-$15.7M)
Filed 2026-10-09
Plan Group Financial, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$17.0M (+$1.3M)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares20 from 12
Change+8 (+67%)
Value$14.9M (+$6.3M)
Filed 2026-10-13
Plan A Wealth LLC
DECREASED
Shares20 from 25
Change-5 (-20%)
Value$14.9M (-$3.8M)
Filed 2026-10-08
Apollon Wealth Management, LLC
DECREASED
Shares20 from 21
Change-1 (-5%)
Value$14.9M (-$785.8K)
Filed 2026-10-23
Pflug Koory, LLC
DECREASED
Shares20 from 21
Change-1 (-5%)
Value$14.9M (-$785.8K)
Filed 2026-10-26
Sapient Capital LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$14.9M (-$36.9K)
Filed 2026-10-08
Guardian Financial Partners, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$14.9M (-$36.9K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$14.9M (-$36.9K)
Filed 2026-10-07
Birch Financial Group, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$14.9M (-$36.9K)
Filed 2026-10-27
Lubar & Co., Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$14.9M (-$36.9K)
Filed 2026-10-15
PDS Planning, Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$14.9M (-$36.9K)
Filed 2026-11-03
LexAurum Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$14.9M (-$36.9K)
Filed 2026-10-19
Park National Corp
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$14.2M (-$35.1K)
Filed 2026-10-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$14.2M (-$35.1K)
Filed 2026-11-03
Axxion S.A.
DECREASED
Shares18 from 19
Change-1 (-5%)
Value$13.4M (-$782.1K)
Filed 2026-10-22
Foster Group, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$13.4M (-$33.2K)
Filed 2026-10-13
Grandfield & Dodd, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$12.7M (-$31.4K)
Filed 2026-10-29
Essex Bank
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$12.0M (-$29.5K)
Filed 2026-10-16
Destiny Wealth Partners, LLC
INCREASED
Shares15 from 6
Change+9 (+150%)
Value$12.5M (+$7.9M)
Filed 2026-11-05
Pacific Capital Partners Ltd
DECREASED
Shares15 from 16
Change-1 (-6%)
Value$11.2M (-$776.5K)
Filed 2026-10-28
Carret Asset Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$11.2M (-$27.7K)
Filed 2026-11-04
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$11.2M (-$27.7K)
Filed 2026-11-05
Cambridge Advisors Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$11.2M (-$27.7K)
Filed 2026-10-19
Shayne & Jacobs, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$11.2M (-$27.7K)
Filed 2026-10-21
Rossmore Private Capital
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$11.2M (-$27.7K)
Filed 2026-10-27
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$11.2M (-$27.7K)
Filed 2026-10-26
Swedbank AB
INCREASED
Shares14 from 8
Change+6 (+75%)
Value$10.5M (+$4.5M)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares14 from 9
Change+5 (+56%)
Value$10.5M (+$3.7M)
Filed 2026-10-26
Mather Group, Llc.
DECREASED
Shares14 from 18
Change-4 (-22%)
Value$10.5M (-$3.0M)
Filed 2026-10-14
Strata Wealth Advisors, LLC
DECREASED
Shares14 from 15
Change-1 (-7%)
Value$10.5M (-$774.7K)
Filed 2026-10-16
Pacifica Capital Investments, LLC
INCREASED
Shares14 from 13
Change+1 (+8%)
Value$10.5M (+$723.0K)
Filed 2026-11-05
Traphagen Investment Advisors LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$10.5M (-$25.8K)
Filed 2026-10-14
Carnegie Investment Counsel
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$10.5M (-$25.8K)
Filed 2026-10-20
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$11.2M (+$688.1K)
Filed 2026-10-22
Aviance Capital Partners, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$10.5M (-$25.8K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$10.5M (-$25.8K)
Filed 2026-11-05
Rubicon Global Capital Ltd
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$9.7M (-$24.0K)
Filed 2026-10-28
Griffin Asset Management, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$9.7M (-$24.0K)
Filed 2026-10-22
Baker Ellis Asset Management LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$9.7M (-$24.0K)
Filed 2026-10-14
Bellecapital International Ltd.
NEW
Shares12
Change+12
Value$9.0M
Filed 2026-10-21
Lmcg Investments, LLC
DECREASED
Shares12 from 13
Change-1 (-8%)
Value$9.0M (-$771.0K)
Filed 2026-10-21
Brookstone Capital Management
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$9.0M (-$22.1K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$9.0M (-$22.1K)
Filed 2026-10-22
Virginia Wealth Management Group, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$9.0M (-$22.1K)
Filed 2026-10-14
OFS Enterprise LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$9.0M (-$22.1K)
Filed 2026-10-16
Simon Quick Advisors, LLC
DECREASED
Shares11 from 13
Change-2 (-15%)
Value$8.2M (-$1.5M)
Filed 2026-10-26
Absolute Capital Management, LLC
INCREASED
Shares11 from 10
Change+1 (+10%)
Value$8.2M (+$728.6K)
Filed 2026-10-16
Cornerstone Management, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$8.2M (-$20.3K)
Filed 2026-10-16
Ritholtz Wealth Management
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$8.2M (-$20.3K)
Filed 2026-11-05
Montag A & Associates Inc
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$8.2M (-$20.3K)
Filed 2026-10-29
Parkside Financial Bank & Trust
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$8.2M (-$20.3K)
Filed 2026-10-27
King Luther Capital Management Corp
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$8.2M (-$20.3K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares10 from 7
Change+3 (+43%)
Value$7.5M (+$2.2M)
Filed 2026-10-08
GC Wealth Management RIA, LLC
DECREASED
Shares10 from 11
Change-1 (-9%)
Value$7.5M (-$767.3K)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares10 from 9
Change+1 (+11%)
Value$7.5M (+$730.4K)
Filed 2026-11-06
Cidel Asset Management Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.5M (-$18.5K)
Filed 2026-10-29
Sutton Place Investors LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.5M (-$18.5K)
Filed 2026-10-20
Salem Investment Counselors Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.5M (-$18.5K)
Filed 2026-10-13
Allen Investment Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.5M (-$18.5K)
Filed 2026-11-03
Bahl & Gaynor LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.5M (-$18.5K)
Filed 2026-11-05
Barton Investment Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.5M (-$18.5K)
Filed 2026-10-27
Nations Financial Group Inc,
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.5M (-$18.5K)
Filed 2026-11-05
Oliver Luxxe Assets LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.5M (-$18.5K)
Filed 2026-10-14
Sanders Morris Harris LLC
NEW
Shares9
Change+9
Value$6.7M
Filed 2026-10-14
Valeo Financial Advisors, LLC
DECREASED
Shares9 from 13
Change-4 (-31%)
Value$6.7M (-$3.0M)
Filed 2026-10-08
Trifecta Capital Advisors, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$6.7M (-$16.6K)
Filed 2026-10-21
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$6.7M (-$16.6K)
Filed 2026-10-19
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$6.7M (-$16.6K)
Filed 2026-10-05
Prospera Financial Services Inc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$7.3M (+$600.8K)
Filed 2026-11-04
Glenview Trust Co
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$6.7M (-$16.6K)
Filed 2026-10-28
Weil Company, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$6.7M (-$16.6K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$6.7M (-$16.6K)
Filed 2026-10-15
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$6.8M (+$26.1K)
Filed 2026-10-19
Venture Visionary Partners LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$6.7M (-$16.6K)
Filed 2026-10-07
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$6.7M (-$16.6K)
Filed 2026-10-22
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$6.7M (-$16.6K)
Filed 2026-10-13
Piedmont Capital Management, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$6.7M (-$16.6K)
Filed 2026-10-21
Mission Wealth Management, LP
DECREASED
Shares8 from 17
Change-9 (-53%)
Value$6.0M (-$6.8M)
Filed 2026-10-15
Citizens Financial Group Inc
INCREASED
Shares8 from 7
Change+1 (+14%)
Value$6.0M (+$734.1K)
Filed 2026-10-23
Blue Water Asset Management
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$6.0M (-$14.8K)
Filed 2026-11-04
TigerOak Management, L.L.C.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$6.0M (-$14.8K)
Filed 2026-10-23
Courier Capital LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$6.0M (-$14.8K)
Filed 2026-10-19
Factor Wealth Management LTD
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$6.0M (-$14.8K)
Filed 2026-10-08
1900 Wealth Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$6.0M (-$14.8K)
Filed 2026-10-13
Aire Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$6.0M (-$14.8K)
Filed 2026-10-22
Argos Wealth Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$6.0M (-$14.8K)
Filed 2026-11-02
Balboa Wealth Partners
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$6.0M (-$14.8K)
Filed 2026-10-20
Pecaut & Co.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$6.0M (-$14.8K)
Filed 2026-10-27
Louisbourg Investments Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$6.0M (-$14.8K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares7
Change+7
Value$5.8K
Filed 2026-11-03
Bradyco, Inc.
NEW
Shares7
Change+7
Value$5.2M
Filed 2026-11-03
Atwood & Palmer Inc
INCREASED
Shares7 from 1
Change+6 (+600%)
Value$5.2M (+$4.5M)
Filed 2026-10-08
Apella Capital, LLC
DECREASED
Shares7 from 10
Change-3 (-30%)
Value$5.3M (-$2.2M)
Filed 2026-10-08
Evergreen Capital Management LLC
DECREASED
Shares7 from 9
Change-2 (-22%)
Value$5.2M (-$1.5M)
Filed 2026-10-23
Wedmont Private Capital
INCREASED
Shares7 from 6
Change+1 (+17%)
Value$5.4M (+$929.7K)
Filed 2026-10-09
Chilton Capital Management LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-28
Durante & Waters, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-28
Sterling Investment Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-16
Equitable Trust Co
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-13
Guyasuta Investment Advisors Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-15
Allen Capital Group, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-21
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-23
Bright Financial Advisors, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-23
Mraz, Amerine & Associates, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-30
Montis Financial, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-11-04
Midwest Trust Co
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-22
Manchester Capital Management LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-22
Intelligent Financial Strategies
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-16
Iowa State Bank
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-06
Northside Capital Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-13
Lawson Kroeker Investment Management Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-22
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$5.2M (-$12.9K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
DECREASED
Shares6 from 10
Change-4 (-40%)
Value$4.5M (-$3.0M)
Filed 2026-10-27
First Horizon Corp
DECREASED
Shares6 from 7
Change-1 (-14%)
Value$4.5M (-$759.9K)
Filed 2026-10-26
Caldwell Trust Co
DECREASED
Shares6 from 7
Change-1 (-14%)
Value$4.5M (-$759.9K)
Filed 2026-10-30
CWA Asset Management Group, LLC
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$4.5M (+$737.8K)
Filed 2026-10-19
Townsend & Associates, Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.8M (+$370.8K)
Filed 2026-10-23
Sunpointe, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-11-04
First Business Financial Services, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-10-29
Principle Wealth Partners LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-11-02
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-10-09
71 West Capital Partners
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-11-04
Whitegate Investment Counselors, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-11-02
Aprio Wealth Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-10-28
Birinyi Associates Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5K (-$4.5M)
Filed 2026-10-28
Parallel Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-10-15
Parthenon LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-10-21
Journey Advisory Group, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$4.5M (-$11.1K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
NEW
Shares5
Change+5
Value$3.7M
Filed 2026-11-05
Obermeyer Wealth Partners
DECREASED
Shares5 from 13
Change-8 (-62%)
Value$3.7M (-$6.0M)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED
Shares5 from 7
Change-2 (-29%)
Value$3.7M (-$1.5M)
Filed 2026-10-16
Alpine Bank Wealth Management
DECREASED
Shares5 from 6
Change-1 (-17%)
Value$3.7M (-$758.1K)
Filed 2026-10-16
Twelve Points Wealth Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$4.1M (+$333.8K)
Filed 2026-11-03
Blankinship & Foster, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-19
Tarbox Family Office, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-23
Confluence Investment Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-01
Corda Investment Management, Llc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-22
Cortland Associates Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.0K)
Filed 2026-10-29
Cutler Investment Counsel LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-28
Summit Asset Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-11-05
Citizens National Bank Trust Department
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-11-04
St. Louis Trust Co
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (+$2.5M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-16
Dixon Fnancial Services, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-23
Foundation Resource Management Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-19
Richard C. Young & Co., Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-11-04
RMR Capital Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-23
Goldstein Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-15
Gryphon Financial Partners LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-27
Angeles Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-26
Americana Partners, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-28
Amplius Wealth Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-20
Washington Trust Advisors, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-22
Atria Investments, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-15
Barlow Wealth Partners, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.8M (+$49.6K)
Filed 2026-10-15
Verity & Verity, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-23
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-11-03
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-15
MGO One Seven LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-28
Hilltop National Bank
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-14
OceanIQ Capital, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.9M (+$26.8K)
Filed 2026-10-19
Jacobi Capital Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-11-05
Old National Bancorp
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-23
Lavelle Capital LP
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-11-03
Navigoe, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7K (-$3.7M)
Filed 2026-11-04
Narwhal Capital Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-11-04
NBT Bank, N.A.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7M (-$9.2K)
Filed 2026-10-21
Victory Financial Group, LLC
NEW
Shares4
Change+4
Value$3.0M
Filed 2026-10-27
Altrius Capital Management Inc
NEW
Shares4
Change+4
Value$3.0M
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares4 from 7
Change-3 (-43%)
Value$3.0M (-$2.3M)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-23
TFC Financial Management, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-26
Cambridge Financial Group, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M ($0)
Filed 2026-10-06
Canvas Wealth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.3M (+$274.6K)
Filed 2026-11-02
Summit Financial Strategies, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-14
Clark Asset Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-19
Coastline Trust Co
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-01
Curated Wealth Partners LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-15
Curbstone Financial Management Corp
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-16
Sage Investment Counsel LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-26
DeDora Capital, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-26
Steginsky Capital LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0K (-$7)
Filed 2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-27
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-09
Santa Monica Partners LP
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0K (-$3.0M)
Filed 2026-10-27
Financial Management Network Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (+$75.2K)
Filed 2026-10-09
Flossbach VON Storch SE
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-28
Reynders McVeigh Capital Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.0K)
Filed 2026-10-30
Fogel Capital Management, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-11-04
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-19
Gateway Investment Advisers LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-13
Gibbs Wealth Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-22
Gibraltar Capital Management, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-27
American National Bank & Trust
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-07
Advantage Trust Co
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-19
Asset One Wealth Management LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (+$55.3K)
Filed 2026-11-02
Avior Wealth Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-13
Avondale Wealth Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-15
Baxter Bros Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-11-04
Bourne Lent Asset Management Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-11-05
University of Maryland Foundation, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0K (-$3.0M)
Filed 2026-11-04
Masterinvest Kapitalanlage GmbH
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-11-03
MV Capital Management, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-29
Manitou Investment Management Ltd.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-15
Marietta Wealth Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.2M (+$162.9K)
Filed 2026-10-22
HUB Investment Partners, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-11-03
Hendershot Investments Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-11-05
Heritage Investment Group, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-11-03
Pinnacle Associates LTD
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-20
PFG Private Wealth Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-22
Indivisible Partners
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-26
One Day In July LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-30
Occidental Asset Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-11-05
Johnson Financial Group, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-30
Kwmg, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-07
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.1M (+$103.4K)
Filed 2026-10-13
Kennon-Green & Company, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-05
Nadler Financial Group, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0M (-$7.4K)
Filed 2026-10-23
McMill Wealth Management
DECREASED
Shares3 from 6,522
Change-6,519 (-100%)
Value$2.2M (-$1.0M)
Filed 2026-11-05
XML Financial, LLC
DECREASED
Shares3 from 7
Change-4 (-57%)
Value$2.2M (-$3.0M)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
DECREASED
Shares3 from 5
Change-2 (-40%)
Value$2.2M (-$1.5M)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3 from 1
Change+2 (+200%)
Value$2.2M (+$1.5M)
Filed 2026-11-03
Plancorp, LLC
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$2.4M (+$957.1K)
Filed 2026-11-03
Chicago Trust Co NA
DECREASED
Shares3 from 4
Change-1 (-25%)
Value$2.2M (-$754.4K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$2.2M (+$743.3K)
Filed 2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares3 from 4
Change-1 (-25%)
Value$2.2M (-$754.4K)
Filed 2026-10-23
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-11-04
Boston Common Asset Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-13
Boston Trust Walden Corp
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-30
Brooklyn FI, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.6M (+$409.7K)
Filed 2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-21
Carderock Capital Management Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-22
Childress Capital Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-28
Calamos Wealth Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.3M (+$1.8K)
Filed 2026-10-16
Chicago Capital, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-13
Spectrum Asset Management, Inc. (NB )
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-19
Sound Portfolio Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-11-05
Silver Lake Advisory, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-22
Cypress Point Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-11-03
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-27
Dimensional Fund Advisors LP
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-11-04
Sage Mountain Advisors LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-13
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-11-03
Exchange Bank
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-07
First Interstate Bank
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-23
First Merchants Corp
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-15
Focused Alpha, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-13
Fourpath Capital Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-19
Rare Wolf Capital LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-20
First Premier Bank
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2K (-$6)
Filed 2026-10-13
3Chopt Investment Partners, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-30
Associated Banc-Corp
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-30
Abacus Wealth Partners, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-11-03
Archford Capital Strategies, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-19
Asset Allocation & Management Company, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2K (-$6)
Filed 2026-10-13
Bank of New Hampshire
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-06
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-28
Modera Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-28
Middleton & Co Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-23
Montgomery Investment Management Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-26
Maltin Wealth Management, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-13
Marks Group Wealth Management, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-11-05
Philip James Wealth Mangement, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-27
Hoese & Co LLP
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-21
Holcombe Financial, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-16
Integral Investment Advisors, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-11-03
Kanawha Capital Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-19
North Berkeley Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-11-02
Kings Path Partners LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-21
NavPoint Financial, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-10-21
Live Oak Private Wealth LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.2M (-$5.5K)
Filed 2026-11-02
Lyell Wealth Management, LP
NEW
Shares2
Change+2
Value$1.5M
Filed 2026-10-30
Investment Partners, Ltd.
NEW
Shares2
Change+2
Value$1.5M
Filed 2026-10-29
CGN Advisors LLC
NEW
Shares2
Change+2
Value$1.5M
Filed 2026-10-21
Omega Financial Group, LLC
NEW
Shares2
Change+2
Value$1.5M
Filed 2026-10-29
Vise Technologies, Inc.
NEW
Shares2
Change+2
Value$1.5M
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares2
Change+2
Value$1.5M
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares2 from 12
Change-10 (-83%)
Value$1.5M (-$7.5M)
Filed 2026-10-16
Enterprise Financial Services Corp
DECREASED
Shares2 from 8
Change-6 (-75%)
Value$1.5M (-$4.5M)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$1.5M (-$752.5K)
Filed 2026-11-05
James J. Burns & Company, LLC
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$1.5M (-$752.5K)
Filed 2026-10-22
Private Client Services, LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$1.5M (+$745.2K)
Filed 2026-10-02
RTD Financial Advisors, Inc.
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$1.5M (+$745.2K)
Filed 2026-10-09
Univest Financial Corp
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-05
Bill Few Associates, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-09
Boothe Investment Group, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-22
True North Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-22
Bryant Woods Investment Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-26
Cadinha & Co LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-22
Triangle Securities Wealth Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-07
Traynor Capital Management, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-29
Tradewinds Capital Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-23
Central Trust Co
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-16
CRA Financial Services, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-16
Thrivent Financial for Lutherans
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5K (-$1.5M)
Filed 2026-11-05
Thomas Story & SON LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-13
TFB Advisors LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-16
CapWealth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-05
Capital Advantage, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-30
Cardinal Point Capital Management ULC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-21
Carolina Wealth Management Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-29
Chesley Taft & Associates LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-13
StrongBox Wealth, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.6M (+$153.9K)
Filed 2026-10-27
Stonekeep Investments, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (+$1.5M)
Filed 2026-10-15
Stephenson & Company, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-30
Clayton Financial Group LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-13
SteelPeak Wealth, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-16
Cohen Capital Management, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-14
Sowell Financial Services LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-23
Snider Financial Group
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-16
SkyOak Wealth, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.6M (-$3.9K)
Filed 2026-10-28
Cove Private Wealth, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-28
Creative Capital Management Investments LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-28
Sharper & Granite LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.4M (-$61.4K)
Filed 2026-11-02
Crew Capital Management, Ltd
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-28
Crown Wealth Group, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-19
Sellwood Investment Partners LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-03
Succession Financial, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-14
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-13
Diesslin Group, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-14
Sonata Capital Group Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-19
Smart Wealth LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-04
Epiq Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-07
Sentinel Trust Co LBA
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5K (-$4)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-22
Sage Rhino Capital LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-28
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-15
Rockwood Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-27
Forte Asset Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-13
Robinswood Financial LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.6M (+$99.7K)
Filed 2026-10-20
Family Legacy, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-13
Farrow Financial, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-30
First Pacific Financial
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-14
Florida Trust Wealth Management Co
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-05
Rhodes Investment Advisors Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-07
GHP Investment Advisors, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-29
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-19
Quadrant Capital Group LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.6M (+$63.0K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-20
Premier Path Wealth Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-13
AM Investment Strategies LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5K (-$4)
Filed 2026-11-05
Aspiriant, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-16
Allied Investment Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-13
Alpha Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-19
AlphaCore Capital LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-04
Wilkerson Advisory Group LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-20
WealthSpring Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-14
WealthPLAN Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-15
WealthBridge Capital Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-16
Wealth Quarterback LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-20
Wealth Intelligence, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-16
Wealth Architects, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-03
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-14
Waterfront Wealth Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.6M (+$137.1K)
Filed 2026-11-03
Waldron Private Wealth LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-03
Baker Boyer National Bank
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-05
Waters Parkerson & Co., LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-04
Burney Co/
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-23
Ulland Investment Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5K (-$4)
Filed 2026-10-13
Monument Capital Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-09
Meitav Investment House LTD
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-28
Meridian Investment Counsel Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-14
MMA Asset Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-02
MSH Capital Advisors LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-03
Melone Private Wealth, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-16
Meixler Investment Management, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-03
Pinion Investment Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-04
HRC Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-16
Halter Ferguson Financial Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-21
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-26
Harbour Trust & Investment Management Co
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-28
Hingham Institution for Savings
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-20
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-29
Pacific Center for Financial Services
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-15
IFP Advisors, Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-16
IPG Investment Advisors LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-30
Ignite Planners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-14
Independent Wealth Network Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-19
Interchange Capital Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-28
Park Avenue Securities LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5K (-$1.5M)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-03
KMG Fiduciary Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-14
Northern Lights Advisors, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-21
NorthLanding Financial Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-15
Kathmere Capital Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-02
Landmark Wealth Management, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-04
New Perspectives, Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-14
LEE Danner & Bass Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-27
LMG Wealth Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-05
NWF Advisory Services Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-19
LVW Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-19
Northwest Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-10-30
Neville Rodie & Shaw Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5K (-$4)
Filed 2026-10-05
Linscomb Wealth, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-05
Long Road Investment Counsel, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5M (-$3.7K)
Filed 2026-11-04
Quantify Chaos Advisors, LLC
NEW
Shares1
Change+1
Value$747.0K
Filed 2026-11-04
Trust Point Inc.
NEW
Shares1
Change+1
Value$747.0K
Filed 2026-10-27
Tenret Co LLC
NEW
Shares1
Change+1
Value$747.0K
Filed 2026-11-02
Leelyn Smith, LLC
NEW
Shares1
Change+1
Value$747.0K
Filed 2026-11-03
West Wealth Group, LLC
NEW
Shares1
Change+1
Value$747.0K
Filed 2026-10-14
apricus wealth, LLC
NEW
Shares1
Change+1
Value$747.0K
Filed 2026-10-26
Inscription Capital, LLC
DECREASED
Shares1 from 3
Change-2 (-67%)
Value$747.0K (-$1.5M)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares1 from 3
Change-2 (-67%)
Value$747.0K (-$1.5M)
Filed 2026-10-22
SRH Advisors, LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$747.0K (-$750.7K)
Filed 2026-10-22
Scott Capital Advisors, LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$759.9K (-$737.8K)
Filed 2026-10-13
Mountain Pacific Investment Advisers LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$747.0K (-$750.7K)
Filed 2026-10-29
TCI Wealth Advisors, Inc.
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$747.0K (-$750.7K)
Filed 2026-10-30
Regent Peak Wealth Advisors LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$747.0K (-$750.7K)
Filed 2026-10-13
Sheets Smith Wealth Management
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$747.0K (-$750.7K)
Filed 2026-10-16
Horst & Graben Wealth Management LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$747.0K (-$755.0K)
Filed 2026-11-02
Evanson Financial, LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$747.0K (-$750.7K)
Filed 2026-10-23
Milestone Asset Management, LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$747.0K (-$750.7K)
Filed 2026-10-15
Forum Financial Management, LP
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$747.0K (-$750.7K)
Filed 2026-10-16
Harfst & Associates, Inc.
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$747.0K (-$750.7K)
Filed 2026-10-20
Beaumont Financial Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Biltmore Family Office, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
TrustWell Financial Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-02
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-04
TriaGen Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Cathy Pareto & Associates, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-15
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-15
Three Seasons Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
Three Arch Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-20
Terra Nova Asset Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
Tanglewood Wealth Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-23
Trust Co of Vermont
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-21
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-06
True Private Wealth Advisors
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
Tritonpoint Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
Tilia Fiduciary Partners, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-09
Tctc Holdings, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747 (-$2)
Filed 2026-10-27
Tandem Capital Management Corp
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Capital Investment Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Capital Wealth Alliance, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-20
T3 Companies, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Carrera Capital Advisors
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
Cascade Investment Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-02
Centurion Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
Certified Advisory Corp
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-29
Chemistry Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Cherry Creek Investment Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Strid Group, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-28
Chronos Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-20
Sterling Investment Counsel, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
Sterling Group Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
Clarity Capital Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-27
Stanley-Laman Group, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-20
Sprinkle Financial Consultants LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-09
Compagnie Lombard Odier SCmA
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-04
Spectrum Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
Concord Wealth Partners
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-02
Congress Park Capital LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
Cordatus Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
Smith Salley Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
Core Wealth Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Simplicity Wealth,LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-23
Shepherd Street Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$774.3K (+$41.1K)
Filed 2026-10-21
Councilmark Asset Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-20
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-28
Shearwater Capital LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
Crescent Grove Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-21
Cresta Advisors, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Cross Staff Investments Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Csenge Advisory Group
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-04
Cushing Capital Partners, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-20
Cypress Capital Group
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
D.B. Root & Company, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-04
Secure Asset Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
SeaBridge Investment Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-02
Diversified Management Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-08
Diversified Portfolios, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-04
Eagle Rock Investment Company, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-21
SP Asset Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-05
Element Pointe Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-21
SJS Investment Consulting Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Eagle Bay Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Shikiar Asset Management Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747 (-$748.3K)
Filed 2026-10-20
Seven Mile Advisory
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
SC&H Financial Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
FF Advisors,LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-21
Financial Consulate, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-23
Sachem Hill LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Rossby Financial, LCC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-05
Forbes J M & Co LLP
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Fort Washington Investment Advisors Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-15
Founders Capital Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-23
Founders Financial Securities LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-28
Founders Grove Wealth Partners, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Facet Wealth, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-04
River Street Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Ferguson Johnson Wealth Management Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$995)
Filed 2026-11-05
Ridgepath Capital Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-29
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-20
Financial Futures Ltd Liability Co.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
Financial Management Professionals, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-23
Financial Partners Group, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
Financial Planning Hawaii, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
First Bank & Trust
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
RVW Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-06
Flagstone Financial Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-05
Rockland Trust Co
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-05
Formidable Asset Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$748.9K (+$30.7K)
Filed 2026-11-03
RMR Wealth Builders
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Foster Victor Wealth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$798.7K (+$61.7K)
Filed 2026-10-21
RFG Advisory, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
G2 Capital Management, LLC / OH
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-23
RDA Financial Network
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-15
GFG Capital, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Rainier Family Wealth Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-02
Greatmark Investment Partners, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-28
Quaker Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
GSG Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-02
Gallagher Capital Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$661.0K (+$8.5K)
Filed 2026-10-09
Garde Capital, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-29
Garner Asset Management Corp
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$821.9K (+$73.1K)
Filed 2026-10-30
Gen-Wealth Partners Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-04
Gerald Baker Financial Group LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-09
Pullen Investment Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Private Wealth Partners, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Gradient Investments LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-08
Gratus Wealth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Greenspring Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-05
Powell Investment Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Portland Financial Advisors Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-05
1834 Investment Advisors Co
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
5th Street Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-04
AAF Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-28
Able Financial Group, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Acorn Financial Advisory Services Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-02
Albion Financial Group
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-21
Allstreet Capital Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-04
Alta Capital Management LLC/
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Altfest L J & Co Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-27
Amarillo National Bank
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-23
Appleton Partners Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747 (-$748.3K)
Filed 2026-10-30
Argent Capital Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-05
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Assetmark, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-21
ATX Financial Planning, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
jvl associates llc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-09
ZWJ Investment Counsel Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-15
Xcel Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
XY Planning Network, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Woodward Financial Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
Windsor Capital Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
West Financial Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Werba Rubin Papier Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-06
Welch Group, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-29
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747 (-$748.3K)
Filed 2026-11-05
Arbor Investment Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Arcadia Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Arlington Trust Co LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-20
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-28
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-15
Asset Dedication, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
Atlas Brown,Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-09
Woodley Farra Manion Portfolio Management Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-05
Austin Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$766.9K (+$30.9K)
Filed 2026-11-06
Autumn Glory Partners, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
Bailard, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
Wendell David Associates Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747 (-$748.3K)
Filed 2026-10-27
Welch & Forbes LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-04
Wedgewood Investors Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-28
Weatherly Asset Management L. P.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-20
BCO Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
WBH Advisory Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
Vontobel Holding Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
VestGen Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-27
Versant Capital Management, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-02
BIP Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Verdence Capital Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
BLB&B Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-27
Visionary Horizons, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Vicus Capital
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-05
Brady Family Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-02
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-23
Vaughan David Investments LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747 (-$748.3K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-06
Ballast Rock Private Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Ballast, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$753.4K (+$9.9K)
Filed 2026-11-04
Barry Investment Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Murphy Pohlad Asset Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Momentous Wealth Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-21
MBL Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Mccarter Private Wealth Services LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Means Investment Co., Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
Miramontes Capital, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
Mlp3, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Midwest Heritage Bank, FSB
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
MN Wealth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-23
Monarch Capital Management Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-08
Madrona Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-23
Meritas Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Magnus Financial Group LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-21
Meridian Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-05
Maple Capital Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-02
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Martel Wealth Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Hengehold Capital Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Heritage Investors Management Corp
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747 (-$748.3K)
Filed 2026-10-29
Heritage OAK Wealth Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-15
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-02
Phillip James Consulting Co.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
Hara Capital LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-30
Pegasus Asset Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
Harrington Investments, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Pavion Blue Capital, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-05
Herold Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$2.0K)
Filed 2026-10-19
Parisi Gray Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Paragon Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-03
Independent Financial Group, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
Plimoth Trust Co LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Impact Capital Partners LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Physicians Financial Services, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747 (-$748.3K)
Filed 2026-11-04
PFG Advisors
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Infinity Wealth Counsel, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-15
Perryman Financial Advisory Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Integris Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Patten & Patten Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Orca Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Jeppson Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Objective Capital Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
Johnson Bixby & Associates, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Oarsman Capital, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-05
NovaPoint Capital, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
North Capital, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$780.4K (+$31.5K)
Filed 2026-10-16
Kercheville Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
Keystone Wealth Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$753.4K (+$4.5K)
Filed 2026-11-03
Noble Family Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Nitor Capital Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-11-04
Lake Street Private Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-22
Lanark Financial, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-26
Net Worth Advisory Group
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$847.1K (+$3.3K)
Filed 2026-10-20
Narus Financial Partners, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
Lountzis Asset Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-30
LVM Capital Management LTD
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (+$746.3K)
Filed 2026-10-20
Nvwm, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-14
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747 (-$747.3K)
Filed 2026-11-03
Ledyard National Bank
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-21
Lee Financial Co
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-16
Legacy Private Trust Co.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-06
Legal Advantage Investments, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
Lesa Sroufe & Co
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747 (-$748.3K)
Filed 2026-10-29
Lexington Hill Partners, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-13
LongView Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-19
Lorne Steinberg Wealth Management Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$747.0K (-$1.8K)
Filed 2026-10-23
Ninety One SA (PTY) Ltd
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$67.8M)
Filed 2026-10-15
Imc-Chicago, LLC
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$44.2M)
Filed 2026-11-05
Sunesis Advisors, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$20.2M)
Filed 2026-10-26
Center for Financial Planning, Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$14.2M)
Filed 2026-10-26
CPA Asset Management Group, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$9.7M)
Filed 2026-10-26
Weaver Capital Management LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$8.6M)
Filed 2026-10-15
Sterling Capital Management LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$8.2M)
Filed 2026-10-22
Citigroup Inc
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$8.2M)
Filed 2026-11-04
Tannin Capital LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$6.0M)
Filed 2026-11-05
Wedbush Securities Inc
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$293)
Filed 2026-10-22
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-16
Canopy Partners, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-28
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-09
Blue Trust, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-15
Wesbanco Bank Inc
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-04
Blodgett Wealth Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-23
Human Investing LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-19
RBA Wealth Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-28
Howard Financial Services, Ltd.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$748.9K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$748.9K)
Filed 2026-11-04
Abound Wealth Management
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$748.9K)
Filed 2026-10-26
Bell Investment Advisors, Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$748.9K)
Filed 2026-10-29
Integrity Alliance, Llc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$748.9K)
Filed 2026-10-29
BlueChip Wealth Advisors LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$748.9K)
Filed 2026-11-03
SwitchPoint Financial Planning, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$748.9K)
Filed 2026-11-02
TritonPoint Partners, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$748.9K)
Filed 2026-11-05
Wealth Group, Ltd.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$749.0K)
Filed 2026-10-30
Golden State Wealth Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$748.9K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares0 from 0
Change0
Value$3.0M (-$756.2K)
Filed 2026-10-13
Vinva Investment Management Ltd
N/A
Shares— from 184,831
Change-184,831 (-100%)
Value—
FMR LLC
N/A
Shares— from 14,533
Change-14,533 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 13,803
Change-13,803 (-100%)
Value—
Norges Bank
N/A
Shares— from 10,371
Change-10,371 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 7,138
Change-7,138 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 957
Change-957 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 868
Change-868 (-100%)
Value—
Graham Holdings Co Master Retirement Trust
N/A
Shares— from 829
Change-829 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 812
Change-812 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 750
Change-750 (-100%)
Value—
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A
Shares— from 700
Change-700 (-100%)
Value—
S&G Foundation
N/A
Shares— from 665
Change-665 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 643
Change-643 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 592
Change-592 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 569
Change-569 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 491
Change-491 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 486
Change-486 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 447
Change-447 (-100%)
Value—
Graham Holdings Co
N/A
Shares— from 422
Change-422 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 415
Change-415 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 415
Change-415 (-100%)
Value—
Capital World Investors
N/A
Shares— from 408
Change-408 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 405
Change-405 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
UBS Group AG
N/A
Shares— from 365
Change-365 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 323
Change-323 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 318
Change-318 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
State Street Corp
N/A
Shares— from 268
Change-268 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 234
Change-234 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 224
Change-224 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 217
Change-217 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 205
Change-205 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 203
Change-203 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 196
Change-196 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 169
Change-169 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 162
Change-162 (-100%)
Value—
Timucuan Asset Management Inc
N/A
Shares— from 160
Change-160 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Punch Card Management L.P.
N/A
Shares— from 145
Change-145 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 145
Change-145 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 140
Change-140 (-100%)
Value—
Deltroit Asset Management (UK) LLP
N/A
Shares— from 134
Change-134 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 129
Change-129 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 127
Change-127 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 125
Change-125 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 122
Change-122 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 120
Change-120 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 114
Change-114 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 107
Change-107 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 103
Change-103 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 91
Change-91 (-100%)
Value—
Chou Associates Management Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 80
Change-80 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 78
Change-78 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 74
Change-74 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 67
Change-67 (-100%)
Value—
Blair William & Co
N/A
Shares— from 63
Change-63 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 63
Change-63 (-100%)
Value—
Greenlea Lane Capital Management, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 62
Change-62 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 58
Change-58 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 57
Change-57 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 53
Change-53 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Hi-Line Capital Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 50
Change-50 (-100%)
Value—
Commerce Bank
N/A
Shares— from 50
Change-50 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Global Frontier Investments LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 42
Change-42 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 41
Change-41 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 41
Change-41 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 41
Change-41 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 39
Change-39 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 38
Change-38 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 38
Change-38 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 38
Change-38 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 37
Change-37 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 35
Change-35 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 35
Change-35 (-100%)
Value—
Bislett Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 34
Change-34 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 33
Change-33 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 31
Change-31 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 31
Change-31 (-100%)
Value—
Aquamarine Zurich AG
N/A
Shares— from 30
Change-30 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Friends of the Cornell LAB of Ornithology, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 30
Change-30 (-100%)
Value—
7G Capital Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 30
Change-30 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 29
Change-29 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 29
Change-29 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 24
Change-24 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 23
Change-23 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 23
Change-23 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 22
Change-22 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 22
Change-22 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 22
Change-22 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 21
Change-21 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 19
Change-19 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 19
Change-19 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 18
Change-18 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 17
Change-17 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 17
Change-17 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 17
Change-17 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 16
Change-16 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Amundi
N/A
Shares— from 15
Change-15 (-100%)
Value—
Fiduciary Counselling Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 15
Change-15 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Matthew 25 Management Corp
N/A
Shares— from 14
Change-14 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 13
Change-13 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
&partners
N/A
Shares— from 12
Change-12 (-100%)
Value—
Pangea Capital Gestao de Recursos Ltda.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Aviva PLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 12
Change-12 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 12
Change-12 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Fairholme Capital Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 10
Change-10 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 10
Change-10 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 9
Change-9 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 9
Change-9 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Calydon Capital
N/A
Shares— from 8
Change-8 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 8
Change-8 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 8
Change-8 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 8
Change-8 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 8
Change-8 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 7
Change-7 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 7
Change-7 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 7
Change-7 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 7
Change-7 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 7
Change-7 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 6
Change-6 (-100%)
Value—
KP Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6
Change-6 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6
Change-6 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 6
Change-6 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Barclays PLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Avenir Corp
N/A
Shares— from 6
Change-6 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 6
Change-6 (-100%)
Value—
Epacria Capital Partners, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5
Change-5 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 5
Change-5 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 5
Change-5 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 5
Change-5 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5
Change-5 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 5
Change-5 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5
Change-5 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
English Capital Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 4
Change-4 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 4
Change-4 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4
Change-4 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
EFG International AG
N/A
Shares— from 4
Change-4 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4
Change-4 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 4
Change-4 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Black Diamond Capital Management I, Lllp
N/A
Shares— from 4
Change-4 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Dodge & COX
N/A
Shares— from 4
Change-4 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
BNP Paribas
N/A
Shares— from 4
Change-4 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 3
Change-3 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 3
Change-3 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 3
Change-3 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3
Change-3 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 3
Change-3 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2
Change-2 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 2
Change-2 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2
Change-2 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2
Change-2 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2
Change-2 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 2
Change-2 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2
Change-2 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2
Change-2 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2
Change-2 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 2
Change-2 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2
Change-2 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2
Change-2 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2
Change-2 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2
Change-2 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Venator Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Biglari Capital Corp.A
N/A
Shares— from 2
Change-2 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1
Change-1 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
United American Securities Inc. (d/b/a UAS Asset Management)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1
Change-1 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1
Change-1 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Fairfax Financial Holdings LTD/ CAN
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1
Change-1 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Farley Capital L.P.
N/A
Shares— from 1
Change-1 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1
Change-1 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1
Change-1 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1
Change-1 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 1
Change-1 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1
Change-1 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 1
Change-1 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Quaker Capital Investments, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1
Change-1 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Bamco Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
IAT Reinsurance Co Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1
Change-1 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Investidor Profissional Gestao de Recursos Ltda.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 1
Change-1 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
YCG, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 1
Change-1 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1
Change-1 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Collier Financial
N/A
Shares— from 1
Change-1 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Vestor Capital, LLC
INCREASED111,5368,523+103,013+1209%$4.8K$10.0K+$5.2K2026-11-04
Everett Harris & Co
DECREASED1,4161,417-10%$1.1B$1.1B-$3.4M2026-10-28
Markel Group Inc.
UNCHANGED1,1141,11400%$834.2M$832.2M-$2.1M2026-10-30
US Bancorp \de\
DECREASED858861-30%$644.8M$640.9M-$3.8M2026-11-05
Hikari Power Ltd
DECREASED458693-235-34%$519.0M$342.1K-$518.6M2026-10-30
Allen Holding Inc
UNCHANGED29429400%$220.2M$219.6M-$542.4K2026-11-03
Canton Hathaway, LLC
DECREASED277283-6-2%$211.9M$206.9M-$5.0M2026-10-23
Armstrong Henry H Associates Inc
DECREASED268270-2-1%$202.2M$200.2M-$2.0M2026-10-07
Laurel Wealth Advisors LLC
UNCHANGED26226200%$196.2M$195.7M-$483.4K2026-10-27
Bank of New York Mellon Corp
DECREASED245247-2-1%$185.0M$183.0M-$1.9M2026-11-05
Creative Planning
DECREASED212218-6-3%$163.2M$158.3M-$4.9M2026-11-02
Rede Wealth, LLC
UNCHANGED20820800%$155.8M$155.4M-$383.8K2026-10-22
Auto-Owners Insurance Co
UNCHANGED15615600%$116.8M$116.5M-$287.8K2026-10-15
Tweedy, Browne Co LLC
UNCHANGED14414400%$107.8M$107.6M-$265.7K2026-11-04
State of Michigan Retirement System
UNCHANGED11611600%$86.9M$86.7M-$214.0K2026-10-27
ASO Group Ltd
INCREASED11063+47+75%$47.2M$82.2K-$47.1M2026-11-05
General American Investors Co Inc
UNCHANGED11011000%$82.4M$82.2M-$203.0K2026-11-02
Well Done, LLC
DECREASED105112-7-6%$83.9M$78.4M-$5.4M2026-10-20
Mill Capital Management, LLC
UNCHANGED10010000%$74.9M$74.7M-$184.5K2026-10-26
Professional Advisory Services Inc
UNCHANGED10010000%$749$747-$22026-10-08
Hartline Investment Corp/
DECREASED91117-26-22%$87.6M$68.0M-$19.6M2026-10-29
Accredited Investors Inc.
DECREASED8993-4-4%$69.6M$66.5M-$3.2M2026-11-03
Bank Pictet & Cie (Europe) AG
UNCHANGED898900%$66.6M$66.5M-$164.2K2026-10-20
ACR Alpine Capital Research, LLC
UNCHANGED858500%$63.7M$63.5M-$156.8K2026-11-02
Eastern Bank
UNCHANGED818100%$60.7M$60.5M-$149.4K2026-10-05
Choreo, LLC
UNCHANGED808000%$59.9M$59.8M-$147.6K2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED7476-2-3%$56.9M$55.3M-$1.6M2026-10-23
Commonwealth Equity Services, LLC
DECREASED7085-15-18%$63.7M$52.3M-$11.4M2026-11-02
Northwestern University
UNCHANGED666600%$49.4M$49.3M-$121.8K2026-10-21
B. Metzler seel. Sohn & Co. AG
UNCHANGED656500%$48.7M$48.6M-$119.9K2026-10-30
I.G.Y. Ltd
UNCHANGED656500%$48.7M$48.6M-$119.9K2026-10-22
DekaBank Deutsche Girozentrale
INCREASED624+58+1450%$2.8K$46.7K+$43.9K2026-10-27
Security National Bank
UNCHANGED626200%$46.4M$46.3M-$114.4K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED6064-4-6%$47.9M$44.8K-$47.9M2026-11-02
D.A. Davidson & Co.
UNCHANGED585800%$43.4M$43.3M-$107.0K2026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED575700%$42.7M$42.6M-$105.2K2026-11-03
Lincoln Capital LLC
UNCHANGED555500%$41.2M$41.1M-$101.5K2026-10-09
Oslo Pensjonsforsikring AS
UNCHANGED545400%$40.4M$40.3M-$99.6K2026-10-15
Crestwood Advisors Group, LLC
UNCHANGED535300%$39.7M$39.6M-$97.8K2026-10-27
Ninety One UK Ltd
NEW51—+51——$38.1M—2026-10-15
SWF LLC
UNCHANGED505000%$37.4M$37.4M-$92.3K2026-11-05
Kelleher Financial Advisors
INCREASED4840+8+20%$30.0M$35.9M+$5.9M2026-10-30
Robeco Institutional Asset Management B.V.
UNCHANGED474700%$35.2M$35.1M-$86.7K2026-10-20
Truist Financial Corp
UNCHANGED444400%$32.9M$32.9M-$81.2K2026-10-30
Postrock Partners LLC
UNCHANGED444400%$32.9M$32.9M-$81.2K2026-11-02
Fenimore Asset Management Inc
UNCHANGED414100%$30.7M$30.6M-$75.6K2026-10-08
Allen Operations LLC
UNCHANGED414100%$30.7M$30.6M-$75.6K2026-11-03
Sumitomo Mitsui Trust Group, Inc.
DECREASED4059-19-32%$44.2M$29.9M-$14.3M2026-10-29
Fifth Third Bancorp
INCREASED4038+2+5%$28.5M$29.9M+$1.4M2026-11-05
Prodigy Asset Management LLC
UNCHANGED393900%$29.2M$29.1M-$72.0K2026-10-28
Segment Wealth Management, LLC
DECREASED3839-1-3%$29.2M$28.4M-$819.0K2026-10-26
First Citizens Bank & Trust Co
UNCHANGED383800%$28.5M$28.4M-$70.1K2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED373700%$27.7M$27.6M-$68.3K2026-10-22
Parsons Capital Management Inc
UNCHANGED363600%$27.0M$26.9M-$66.4K2026-10-28
Pittenger & Anderson Inc
UNCHANGED343400%$25.5M$25.4M-$62.7K2026-11-02
Hennessy Advisors Inc
DECREASED3335-2-6%$26.2M$1.5M-$24.7M2026-10-28
General Partner, Inc.
UNCHANGED333300%$24.7M$24.7M-$60.9K2026-10-05
Perennial Advisors, LLC
UNCHANGED333300%$24.7M$24.7M-$60.9K2026-10-13
Private Management Group Inc
UNCHANGED333300%$24.7M$24.7M-$60.9K2026-11-04
James T. Borello RIA
UNCHANGED333300%$24.7M$24.7M-$60.9K2026-10-16
Aaron Wealth Advisors LLC
INCREASED325+27+540%$3.7M$23.9M+$20.2M2026-10-13
Lido Advisors, LLC
INCREASED3210+22+220%$7.5M$23.9M+$16.4M2026-11-04
Union Savings Bank
UNCHANGED323200%$24.0M$23.9M-$59.0K2026-10-14
Kestra Advisory Services, LLC
INCREASED3125+6+24%$18.7M$23.2M+$4.4M2026-11-02
Granite FO LLC
DECREASED3132-1-3%$24.0M$23.2M-$806.0K2026-10-14
AMG National Trust Bank
DECREASED3132-1-3%$24.0M$23.2M-$806.0K2026-11-05
Busey Bank
UNCHANGED313100%$23.2M$23.2M-$57.2K2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED313100%$23.2M$23.2M-$57.2K2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
DECREASED3040-10-25%$29.7M$22.6M-$7.1M2026-10-29
Mesirow Financial Investment Management, Inc.
DECREASED3031-1-3%$23.2M$22.4M-$804.2K2026-11-05
Williams Jones Wealth Management, Llc.
UNCHANGED292900%$21.7M$21.7M-$53.5K2026-11-05
Check Capital Management Inc
DECREASED2856-28-50%$41.9M$20.9M-$21.0M2026-11-05
Greenleaf Trust
INCREASED2814+14+100%$10.5M$20.9M+$10.4M2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED2827+1+4%$17.0M$18.4M+$1.4M2026-10-13
Silverleafe Capital Partners, LLC
UNCHANGED282800%$21.0M$20.9M-$51.7K2026-10-02
Harvey Investment Co LLC
DECREASED2728-1-4%$21.0M$20.2K-$20.9M2026-10-20
HB Wealth Management, LLC
UNCHANGED272700%$20.2M$20.2M-$49.8K2026-10-23
BigSur Wealth Management LLC
DECREASED2627-1-4%$20.2M$19.4M-$796.8K2026-10-13
Regions Financial Corp
UNCHANGED262600%$19.5M$19.4M-$48.0K2026-11-05
Davenport & Co LLC
UNCHANGED242400%$18.0M$17.9M-$44.3K2026-10-14
Brighton Jones LLC
UNCHANGED242400%$18.0M$17.9M-$44.3K2026-11-03
Patten Group, Inc.
DECREASED2324-1-4%$18.0M$17.2M-$791.3K2026-10-26
Spinnaker Investment Group, LLC
UNCHANGED232300%$17.2M$17.2M-$42.4K2026-10-13
Locust Wood Capital Advisers, LLC
UNCHANGED232300%$17.2M$17.2M-$42.4K2026-11-03
Cullen T Bankers, Inc.
DECREASED2224-2-8%$18.0M$16.4M-$1.5M2026-10-28
Saybrook Capital
UNCHANGED222200%$16.5M$16.4M-$40.6K2026-10-27
Ascentis Wealth Management, LLC
UNCHANGED222200%$16.5M$16.4M-$40.6K2026-11-03
Washington Trust Co
UNCHANGED222200%$16.5M$16.4M-$40.6K2026-10-22
Seven Post Investment Office LP
UNCHANGED212100%$15.7M$15.7M-$38.7K2026-10-26
First Nebraska Trust Co
UNCHANGED212100%$15.7M$15.7M-$38.7K2026-10-30
Gibson Capital, LLC
UNCHANGED212100%$15.7M$15.7M-$38.7K2026-10-23
WoodTrust Financial Corp
UNCHANGED212100%$15.7M$15.7K-$15.7M2026-10-09
Plan Group Financial, LLC
UNCHANGED212100%$15.7M$17.0M+$1.3M2026-10-22
SAX Wealth Advisors, LLC
INCREASED2012+8+67%$8.6M$14.9M+$6.3M2026-10-13
Plan A Wealth LLC
DECREASED2025-5-20%$18.7M$14.9M-$3.8M2026-10-08
Apollon Wealth Management, LLC
DECREASED2021-1-5%$15.7M$14.9M-$785.8K2026-10-23
Pflug Koory, LLC
DECREASED2021-1-5%$15.7M$14.9M-$785.8K2026-10-26
Sapient Capital LLC
UNCHANGED202000%$15.0M$14.9M-$36.9K2026-10-08
Guardian Financial Partners, LLC
UNCHANGED202000%$15.0M$14.9M-$36.9K2026-11-04
Wealth Enhancement Trust Services, Inc.
UNCHANGED202000%$15.0M$14.9M-$36.9K2026-10-07
Birch Financial Group, LLC
UNCHANGED202000%$15.0M$14.9M-$36.9K2026-10-27
Lubar & Co., Inc
UNCHANGED202000%$15.0M$14.9M-$36.9K2026-10-15
PDS Planning, Inc
UNCHANGED202000%$15.0M$14.9M-$36.9K2026-11-03
LexAurum Advisors, LLC
UNCHANGED202000%$15.0M$14.9M-$36.9K2026-10-19
Park National Corp
UNCHANGED191900%$14.2M$14.2M-$35.1K2026-10-05
JFS Wealth Advisors, LLC
UNCHANGED191900%$14.2M$14.2M-$35.1K2026-11-03
Axxion S.A.
DECREASED1819-1-5%$14.2M$13.4M-$782.1K2026-10-22
Foster Group, Inc.
UNCHANGED181800%$13.5M$13.4M-$33.2K2026-10-13
Grandfield & Dodd, LLC
UNCHANGED171700%$12.7M$12.7M-$31.4K2026-10-29
Essex Bank
UNCHANGED161600%$12.0M$12.0M-$29.5K2026-10-16
Destiny Wealth Partners, LLC
INCREASED156+9+150%$4.6M$12.5M+$7.9M2026-11-05
Pacific Capital Partners Ltd
DECREASED1516-1-6%$12.0M$11.2M-$776.5K2026-10-28
Carret Asset Management, LLC
UNCHANGED151500%$11.2M$11.2M-$27.7K2026-11-04
Clifford Swan Investment Counsel LLC
UNCHANGED151500%$11.2M$11.2M-$27.7K2026-11-05
Cambridge Advisors Inc.
UNCHANGED151500%$11.2M$11.2M-$27.7K2026-10-19
Shayne & Jacobs, LLC
UNCHANGED151500%$11.2M$11.2M-$27.7K2026-10-21
Rossmore Private Capital
UNCHANGED151500%$11.2M$11.2M-$27.7K2026-10-27
Arthur M. Cohen & Associates, LLC
UNCHANGED151500%$11.2M$11.2M-$27.7K2026-10-26
Swedbank AB
INCREASED148+6+75%$6.0M$10.5M+$4.5M2026-10-27
Oppenheimer & Co Inc
INCREASED149+5+56%$6.7M$10.5M+$3.7M2026-10-26
Mather Group, Llc.
DECREASED1418-4-22%$13.5M$10.5M-$3.0M2026-10-14
Strata Wealth Advisors, LLC
DECREASED1415-1-7%$11.2M$10.5M-$774.7K2026-10-16
Pacifica Capital Investments, LLC
INCREASED1413+1+8%$9.7M$10.5M+$723.0K2026-11-05
Traphagen Investment Advisors LLC
UNCHANGED141400%$10.5M$10.5M-$25.8K2026-10-14
Carnegie Investment Counsel
UNCHANGED141400%$10.5M$10.5M-$25.8K2026-10-20
Smith Chas P & Associates PA Cpas
UNCHANGED141400%$10.5M$11.2M+$688.1K2026-10-22
Aviance Capital Partners, LLC
UNCHANGED141400%$10.5M$10.5M-$25.8K2026-10-29
J.W. Cole Advisors, Inc.
UNCHANGED141400%$10.5M$10.5M-$25.8K2026-11-05
Rubicon Global Capital Ltd
UNCHANGED131300%$9.7M$9.7M-$24.0K2026-10-28
Griffin Asset Management, Inc.
UNCHANGED131300%$9.7M$9.7M-$24.0K2026-10-22
Baker Ellis Asset Management LLC
UNCHANGED131300%$9.7M$9.7M-$24.0K2026-10-14
Bellecapital International Ltd.
NEW12—+12——$9.0M—2026-10-21
Lmcg Investments, LLC
DECREASED1213-1-8%$9.7M$9.0M-$771.0K2026-10-21
Brookstone Capital Management
UNCHANGED121200%$9.0M$9.0M-$22.1K2026-10-22
Farmers & Merchants Trust Co of Long Beach
UNCHANGED121200%$9.0M$9.0M-$22.1K2026-10-22
Virginia Wealth Management Group, Inc.
UNCHANGED121200%$9.0M$9.0M-$22.1K2026-10-14
OFS Enterprise LLC
UNCHANGED121200%$9.0M$9.0M-$22.1K2026-10-16
Simon Quick Advisors, LLC
DECREASED1113-2-15%$9.7M$8.2M-$1.5M2026-10-26
Absolute Capital Management, LLC
INCREASED1110+1+10%$7.5M$8.2M+$728.6K2026-10-16
Cornerstone Management, Inc.
UNCHANGED111100%$8.2M$8.2M-$20.3K2026-10-16
Ritholtz Wealth Management
UNCHANGED111100%$8.2M$8.2M-$20.3K2026-11-05
Montag A & Associates Inc
UNCHANGED111100%$8.2M$8.2M-$20.3K2026-10-29
Parkside Financial Bank & Trust
UNCHANGED111100%$8.2M$8.2M-$20.3K2026-10-27
King Luther Capital Management Corp
UNCHANGED111100%$8.2M$8.2M-$20.3K2026-11-05
Farther Finance Advisors, LLC
INCREASED107+3+43%$5.2M$7.5M+$2.2M2026-10-08
GC Wealth Management RIA, LLC
DECREASED1011-1-9%$8.2M$7.5M-$767.3K2026-11-02
Savant Capital, LLC
INCREASED109+1+11%$6.7M$7.5M+$730.4K2026-11-06
Cidel Asset Management Inc
UNCHANGED101000%$7.5M$7.5M-$18.5K2026-10-29
Sutton Place Investors LLC
UNCHANGED101000%$7.5M$7.5M-$18.5K2026-10-20
Salem Investment Counselors Inc
UNCHANGED101000%$7.5M$7.5M-$18.5K2026-10-13
Allen Investment Management, LLC
UNCHANGED101000%$7.5M$7.5M-$18.5K2026-11-03
Bahl & Gaynor LLC
UNCHANGED101000%$7.5M$7.5M-$18.5K2026-11-05
Barton Investment Management
UNCHANGED101000%$7.5M$7.5M-$18.5K2026-10-27
Nations Financial Group Inc,
UNCHANGED101000%$7.5M$7.5M-$18.5K2026-11-05
Oliver Luxxe Assets LLC
UNCHANGED101000%$7.5M$7.5M-$18.5K2026-10-14
Sanders Morris Harris LLC
NEW9—+9——$6.7M—2026-10-14
Valeo Financial Advisors, LLC
DECREASED913-4-31%$9.7M$6.7M-$3.0M2026-10-08
Trifecta Capital Advisors, LLC
UNCHANGED9900%$6.7M$6.7M-$16.6K2026-10-21
Cornell Pochily Investment Advisors, Inc.
UNCHANGED9900%$6.7M$6.7M-$16.6K2026-10-19
Ferguson Wellman Capital Management, Inc
UNCHANGED9900%$6.7M$6.7M-$16.6K2026-10-05
Prospera Financial Services Inc
UNCHANGED9900%$6.7M$7.3M+$600.8K2026-11-04
Glenview Trust Co
UNCHANGED9900%$6.7M$6.7M-$16.6K2026-10-28
Weil Company, Inc.
UNCHANGED9900%$6.7M$6.7M-$16.6K2026-10-14
WealthPlan Investment Management, LLC
UNCHANGED9900%$6.7M$6.7M-$16.6K2026-10-15
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED9900%$6.8M$6.8M+$26.1K2026-10-19
Venture Visionary Partners LLC
UNCHANGED9900%$6.7M$6.7M-$16.6K2026-10-07
Badgley Phelps Wealth Managers, LLC
UNCHANGED9900%$6.7M$6.7M-$16.6K2026-10-22
Mogy Joel R Investment Counsel Inc
UNCHANGED9900%$6.7M$6.7M-$16.6K2026-10-13
Piedmont Capital Management, LLC
UNCHANGED9900%$6.7M$6.7M-$16.6K2026-10-21
Mission Wealth Management, LP
DECREASED817-9-53%$12.7M$6.0M-$6.8M2026-10-15
Citizens Financial Group Inc
INCREASED87+1+14%$5.2M$6.0M+$734.1K2026-10-23
Blue Water Asset Management
UNCHANGED8800%$6.0M$6.0M-$14.8K2026-11-04
TigerOak Management, L.L.C.
UNCHANGED8800%$6.0M$6.0M-$14.8K2026-10-23
Courier Capital LLC
UNCHANGED8800%$6.0M$6.0M-$14.8K2026-10-19
Factor Wealth Management LTD
UNCHANGED8800%$6.0M$6.0M-$14.8K2026-10-08
1900 Wealth Management LLC
UNCHANGED8800%$6.0M$6.0M-$14.8K2026-10-13
Aire Advisors, LLC
UNCHANGED8800%$6.0M$6.0M-$14.8K2026-10-22
Argos Wealth Advisors, LLC
UNCHANGED8800%$6.0M$6.0M-$14.8K2026-11-02
Balboa Wealth Partners
UNCHANGED8800%$6.0M$6.0M-$14.8K2026-10-20
Pecaut & Co.
UNCHANGED8800%$6.0M$6.0M-$14.8K2026-10-27
Louisbourg Investments Inc.
UNCHANGED8800%$6.0M$6.0M-$14.8K2026-10-20
M Holdings Securities, Inc.
NEW7—+7——$5.8K—2026-11-03
Bradyco, Inc.
NEW7—+7——$5.2M—2026-11-03
Atwood & Palmer Inc
INCREASED71+6+600%$748.9K$5.2M+$4.5M2026-10-08
Apella Capital, LLC
DECREASED710-3-30%$7.6M$5.3M-$2.2M2026-10-08
Evergreen Capital Management LLC
DECREASED79-2-22%$6.7M$5.2M-$1.5M2026-10-23
Wedmont Private Capital
INCREASED76+1+17%$4.4M$5.4M+$929.7K2026-10-09
Chilton Capital Management LLC
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-28
Durante & Waters, LLC
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-28
Sterling Investment Management, LLC
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-16
Equitable Trust Co
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-13
Guyasuta Investment Advisors Inc
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-15
Allen Capital Group, LLC
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-27
Wealthcare Advisory Partners LLC
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-21
Beese Fulmer Investment Management, Inc.
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-23
Bright Financial Advisors, Inc.
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-23
Mraz, Amerine & Associates, Inc.
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-30
Montis Financial, LLC
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-11-04
Midwest Trust Co
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-22
Manchester Capital Management LLC
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-22
Intelligent Financial Strategies
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-16
Iowa State Bank
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-06
Northside Capital Management, LLC
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-13
Lawson Kroeker Investment Management Inc
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-22
Nicholas Hoffman & Company, Llc.
UNCHANGED7700%$5.2M$5.2M-$12.9K2026-10-30
Cassaday & Co Wealth Management LLC
DECREASED610-4-40%$7.5M$4.5M-$3.0M2026-10-27
First Horizon Corp
DECREASED67-1-14%$5.2M$4.5M-$759.9K2026-10-26
Caldwell Trust Co
DECREASED67-1-14%$5.2M$4.5M-$759.9K2026-10-30
CWA Asset Management Group, LLC
INCREASED65+1+20%$3.7M$4.5M+$737.8K2026-10-19
Townsend & Associates, Inc
UNCHANGED6600%$4.4M$4.8M+$370.8K2026-10-23
Sunpointe, LLC
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-10-22
Daymark Wealth Partners, LLC
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-11-04
First Business Financial Services, Inc.
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-10-29
Principle Wealth Partners LLC
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-11-02
Graves Light Lenhart Wealth, Inc.
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-10-09
71 West Capital Partners
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-11-04
Whitegate Investment Counselors, Inc.
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-11-02
Aprio Wealth Management, LLC
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-10-28
Birinyi Associates Inc
UNCHANGED6600%$4.5M$4.5K-$4.5M2026-10-28
Parallel Advisors, LLC
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-11-03
Patriot Investment Management Group, Inc.
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-10-15
Parthenon LLC
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-10-22
OpenArc Corporate Advisory, LLC
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-10-21
Journey Advisory Group, LLC
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-11-04
North Star Investment Management Corp.
UNCHANGED6600%$4.5M$4.5M-$11.1K2026-10-27
Elevation Point Wealth Partners, LLC
NEW5—+5——$3.7M—2026-11-05
Obermeyer Wealth Partners
DECREASED513-8-62%$9.7M$3.7M-$6.0M2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED57-2-29%$5.2M$3.7M-$1.5M2026-10-16
Alpine Bank Wealth Management
DECREASED56-1-17%$4.5M$3.7M-$758.1K2026-10-16
Twelve Points Wealth Management LLC
UNCHANGED5500%$3.7M$4.1M+$333.8K2026-11-03
Blankinship & Foster, LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-19
Tarbox Family Office, Inc.
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-23
Confluence Investment Management LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-01
Corda Investment Management, Llc.
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-22
Cortland Associates Inc
UNCHANGED5500%$3.7M$3.7M-$9.0K2026-10-29
Cutler Investment Counsel LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-28
Summit Asset Management, LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-11-05
Citizens National Bank Trust Department
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-11-04
St. Louis Trust Co
UNCHANGED5500%$1.3M$3.7M+$2.5M2026-11-03
Concurrent Investment Advisors, LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-16
Dixon Fnancial Services, Inc.
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-23
Signaturefd, LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-23
Foundation Resource Management Inc
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-19
Richard C. Young & Co., Ltd.
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-11-04
RMR Capital Management, LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-23
Goldstein Advisors, LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-15
Gryphon Financial Partners LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-27
Angeles Wealth Management, LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-26
Americana Partners, LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-28
Amplius Wealth Advisors, LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-20
Washington Trust Advisors, Inc.
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-22
Atria Investments, Inc
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-15
Barlow Wealth Partners, LLC
UNCHANGED5500%$3.7M$3.8M+$49.6K2026-10-15
Verity & Verity, LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-23
Valley Forge Investment Consultants Inc ADV
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-11-03
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-15
MGO One Seven LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-28
Hilltop National Bank
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-14
OceanIQ Capital, LLC
UNCHANGED5500%$3.9M$3.9M+$26.8K2026-10-19
Jacobi Capital Management LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-11-05
Old National Bancorp
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-20
Kingswood Wealth Advisors, LLC
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-23
Lavelle Capital LP
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-11-03
Navigoe, LLC
UNCHANGED5500%$3.7M$3.7K-$3.7M2026-11-04
Narwhal Capital Management
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-11-04
NBT Bank, N.A.
UNCHANGED5500%$3.7M$3.7M-$9.2K2026-10-21
Victory Financial Group, LLC
NEW4—+4——$3.0M—2026-10-27
Altrius Capital Management Inc
NEW4—+4——$3.0M—2026-11-05
Axxcess Wealth Management, LLC
DECREASED47-3-43%$5.2M$3.0M-$2.3M2026-10-21
Bond & Devick Financial Network, Inc.
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-23
TFC Financial Management, Inc.
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-26
Cambridge Financial Group, LLC
UNCHANGED4400%$3.0M$3.0M$02026-10-06
Canvas Wealth Advisors, LLC
UNCHANGED4400%$3.0M$3.3M+$274.6K2026-11-02
Summit Financial Strategies, Inc.
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-14
Clark Asset Management, LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-19
Coastline Trust Co
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-01
Curated Wealth Partners LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-15
Curbstone Financial Management Corp
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-21
Cyndeo Wealth Partners, LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-16
Sage Investment Counsel LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-26
DeDora Capital, Inc.
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-26
Steginsky Capital LLC
UNCHANGED4400%$3.0K$3.0K-$72026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-27
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-09
Santa Monica Partners LP
UNCHANGED4400%$3.0M$3.0K-$3.0M2026-10-27
Financial Management Network Inc
UNCHANGED4400%$2.9M$3.0M+$75.2K2026-10-09
Flossbach VON Storch SE
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-28
Reynders McVeigh Capital Management, LLC
UNCHANGED4400%$3.0M$3.0M-$7.0K2026-10-30
Fogel Capital Management, Inc.
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-11-04
Ridgecrest Wealth Partners, LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-19
Gateway Investment Advisers LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-13
Gibbs Wealth Management
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-22
Gibraltar Capital Management, Inc.
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-27
American National Bank & Trust
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-07
Advantage Trust Co
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-19
Asset One Wealth Management LLC
UNCHANGED4400%$2.9M$3.0M+$55.3K2026-11-02
Avior Wealth Management, LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-13
Avondale Wealth Management
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-15
Baxter Bros Inc
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-11-04
Bourne Lent Asset Management Inc
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-11-05
University of Maryland Foundation, Inc.
UNCHANGED4400%$3.0M$3.0K-$3.0M2026-11-04
Masterinvest Kapitalanlage GmbH
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-11-03
MV Capital Management, Inc.
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-29
Manitou Investment Management Ltd.
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-15
Marietta Wealth Management, LLC
UNCHANGED4400%$3.0M$3.2M+$162.9K2026-10-22
HUB Investment Partners, LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-11-03
Hendershot Investments Inc.
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-11-05
Heritage Investment Group, Inc.
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-11-03
Pinnacle Associates LTD
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-20
PFG Private Wealth Management, LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-22
Indivisible Partners
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-26
One Day In July LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-30
Occidental Asset Management, LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-11-05
Joel Isaacson & Co., LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-11-05
Johnson Financial Group, LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-11-03
Kestra Private Wealth Services, LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-30
Kwmg, LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-07
NorthCrest Asset Manangement, LLC
UNCHANGED4400%$3.0M$3.1M+$103.4K2026-10-13
Kennon-Green & Company, LLC
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-05
Nadler Financial Group, Inc.
UNCHANGED4400%$3.0M$3.0M-$7.4K2026-10-23
McMill Wealth Management
DECREASED36,522-6,519-100%$3.3M$2.2M-$1.0M2026-11-05
XML Financial, LLC
DECREASED37-4-57%$5.2M$2.2M-$3.0M2026-10-29
EverSource Wealth Advisors, LLC
DECREASED35-2-40%$3.7M$2.2M-$1.5M2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED31+2+200%$748.9K$2.2M+$1.5M2026-11-03
Plancorp, LLC
INCREASED32+1+50%$1.5M$2.4M+$957.1K2026-11-03
Chicago Trust Co NA
DECREASED34-1-25%$3.0M$2.2M-$754.4K2026-10-28
Forvis Mazars Wealth Advisors, LLC
INCREASED32+1+50%$1.5M$2.2M+$743.3K2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED34-1-25%$3.0M$2.2M-$754.4K2026-10-23
Beverly Hills Private Wealth, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-11-04
Boston Common Asset Management, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-13
Boston Trust Walden Corp
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-30
Brooklyn FI, LLC
UNCHANGED3300%$2.2M$2.6M+$409.7K2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-21
Carderock Capital Management Inc
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-22
Childress Capital Advisors, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-28
Calamos Wealth Management LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED3300%$2.2M$2.3M+$1.8K2026-10-16
Chicago Capital, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-13
Spectrum Asset Management, Inc. (NB )
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-19
Sound Portfolio Advisors, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-11-05
Silver Lake Advisory, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-22
Cypress Point Wealth Management, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-11-03
Schneider Downs Wealth Management Advisors, LP
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-27
Dimensional Fund Advisors LP
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-11-04
Sage Mountain Advisors LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-11-02
Dynamic Advisor Solutions LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-13
Edgemoor Investment Advisors, Inc.
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-11-03
Exchange Bank
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-07
First Interstate Bank
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-23
First Merchants Corp
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-15
Focused Alpha, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-13
Fourpath Capital Management, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-19
Rare Wolf Capital LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-20
First Premier Bank
UNCHANGED3300%$2.2K$2.2K-$62026-10-13
3Chopt Investment Partners, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-30
Associated Banc-Corp
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-30
Abacus Wealth Partners, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-11-03
Archford Capital Strategies, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-19
Asset Allocation & Management Company, LLC
UNCHANGED3300%$2.2K$2.2K-$62026-10-13
Bank of New Hampshire
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-06
Morey & Quinn Wealth Partners, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-28
Modera Wealth Management, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-28
Middleton & Co Inc
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-23
Montgomery Investment Management Inc
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-26
Maltin Wealth Management, Inc.
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-13
Marks Group Wealth Management, Inc
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-11-05
Philip James Wealth Mangement, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-27
Hoese & Co LLP
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-21
Holcombe Financial, Inc.
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-16
Integral Investment Advisors, Inc.
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-11-03
Kanawha Capital Management LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-19
North Berkeley Wealth Management, LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-11-02
Kings Path Partners LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-21
NavPoint Financial, Inc.
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-10-21
Live Oak Private Wealth LLC
UNCHANGED3300%$2.2M$2.2M-$5.5K2026-11-02
Lyell Wealth Management, LP
NEW2—+2——$1.5M—2026-10-30
Investment Partners, Ltd.
NEW2—+2——$1.5M—2026-10-29
CGN Advisors LLC
NEW2—+2——$1.5M—2026-10-21
Omega Financial Group, LLC
NEW2—+2——$1.5M—2026-10-29
Vise Technologies, Inc.
NEW2—+2——$1.5M—2026-10-29
Ascentis Independent Advisors
NEW2—+2——$1.5M—2026-11-03
Y-Intercept (Hong Kong) Ltd
DECREASED212-10-83%$9.0M$1.5M-$7.5M2026-10-16
Enterprise Financial Services Corp
DECREASED28-6-75%$6.0M$1.5M-$4.5M2026-11-03
Larson Financial Group LLC
DECREASED23-1-33%$2.2M$1.5M-$752.5K2026-11-05
James J. Burns & Company, LLC
DECREASED23-1-33%$2.2M$1.5M-$752.5K2026-10-22
Private Client Services, LLC
INCREASED21+1+100%$748.9K$1.5M+$745.2K2026-10-02
RTD Financial Advisors, Inc.
INCREASED21+1+100%$748.9K$1.5M+$745.2K2026-10-09
Univest Financial Corp
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-05
Bill Few Associates, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-09
Boothe Investment Group, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-22
True North Advisors, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-22
Bryant Woods Investment Advisors, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-26
Cadinha & Co LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-22
Triangle Securities Wealth Management
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-14
Canandaigua National Bank & Trust Co
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-07
Traynor Capital Management, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-29
Tradewinds Capital Management, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-23
Central Trust Co
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-05
Trust Co of Toledo NA
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-16
CRA Financial Services, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-16
Thrivent Financial for Lutherans
UNCHANGED2200%$1.5M$1.5K-$1.5M2026-11-05
Thomas Story & SON LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-13
TFB Advisors LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-02
TCV Trust & Wealth Management, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-16
CapWealth Advisors, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-05
Capital Advantage, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-30
Cardinal Point Capital Management ULC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-21
Carolina Wealth Management Inc
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-29
Chesley Taft & Associates LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-13
StrongBox Wealth, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-02
Chicago Partners Investment Group LLC
UNCHANGED2200%$1.5M$1.6M+$153.9K2026-10-27
Stonekeep Investments, LLC
UNCHANGED2200%$1.5K$1.5M+$1.5M2026-10-15
Stephenson & Company, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-30
Clayton Financial Group LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-13
SteelPeak Wealth, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-16
Cohen Capital Management, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-14
Sowell Financial Services LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-23
Snider Financial Group
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-16
SkyOak Wealth, LLC
UNCHANGED2200%$1.6M$1.6M-$3.9K2026-10-28
Cove Private Wealth, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-28
Creative Capital Management Investments LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-28
Sharper & Granite LLC
UNCHANGED2200%$1.5M$1.4M-$61.4K2026-11-02
Crew Capital Management, Ltd
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-28
Crown Wealth Group, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-19
Sellwood Investment Partners LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-03
Succession Financial, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-14
Steel Grove Capital Advisors, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-13
Diesslin Group, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-14
Sonata Capital Group Inc
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-19
Smart Wealth LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-04
Epiq Partners, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-07
Sentinel Trust Co LBA
UNCHANGED2200%$1.5K$1.5K-$42026-11-03
Evolution Wealth Advisors, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-03
Sagespring Wealth Partners, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-22
Sage Rhino Capital LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-28
Roof Eidam Maycock Peralta, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-15
Rockwood Wealth Management, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-27
Forte Asset Management LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-13
Robinswood Financial LLC
UNCHANGED2200%$1.5M$1.6M+$99.7K2026-10-20
Family Legacy, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-13
Farrow Financial, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-30
First Pacific Financial
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-14
Florida Trust Wealth Management Co
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-05
Rhodes Investment Advisors Inc
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-07
GHP Investment Advisors, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-15
Grimes & Co Wealth Management, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-29
Guardsman Private Capital Management, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-19
Quadrant Capital Group LLC
UNCHANGED2200%$1.5M$1.6M+$63.0K2026-10-20
Prime Capital Investment Advisors, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-20
Premier Path Wealth Partners, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-13
AM Investment Strategies LLC
UNCHANGED2200%$1.5K$1.5K-$42026-11-05
Aspiriant, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-16
Allied Investment Advisors, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-13
Alpha Advisors, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-19
AlphaCore Capital LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-04
Wilkerson Advisory Group LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-20
WealthSpring Partners, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-14
WealthPLAN Partners, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-15
WealthBridge Capital Management, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-16
Wealth Quarterback LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-20
Wealth Intelligence, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-16
Wealth Architects, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-03
Wealth Alliance Advisory Group, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-14
Waterfront Wealth Inc.
UNCHANGED2200%$1.5M$1.6M+$137.1K2026-11-03
Waldron Private Wealth LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-02
Avantax Planning Partners, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-03
Baker Boyer National Bank
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-05
Waters Parkerson & Co., LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-04
Burney Co/
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-15
Valley National Advisers Inc
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-23
Ulland Investment Advisors, LLC
UNCHANGED2200%$1.5K$1.5K-$42026-10-13
Monument Capital Management
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-09
Meitav Investment House LTD
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-28
Meridian Investment Counsel Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-14
MMA Asset Management LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-02
MSH Capital Advisors LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-03
Melone Private Wealth, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-16
Meixler Investment Management, Ltd.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-03
Pinion Investment Advisors, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-04
HRC Wealth Management, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-16
Halter Ferguson Financial Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-21
Penobscot Investment Management Company, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-26
Harbour Trust & Investment Management Co
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-28
Hingham Institution for Savings
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-20
Hurlow Wealth Management Group, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-29
Pacific Center for Financial Services
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-15
IFP Advisors, Inc
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-16
IPG Investment Advisors LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-30
Ignite Planners, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-14
Independent Wealth Network Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-19
Interchange Capital Partners, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-28
Park Avenue Securities LLC
UNCHANGED2200%$1.5M$1.5K-$1.5M2026-10-26
Jnba Financial Advisors
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-03
KMG Fiduciary Partners, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-14
Northern Lights Advisors, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-21
NorthLanding Financial Partners, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-15
Kathmere Capital Management, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-20
Key FInancial Inc
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-02
Landmark Wealth Management, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-04
New Perspectives, Inc
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-14
LEE Danner & Bass Inc
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-27
LMG Wealth Partners, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-05
NWF Advisory Services Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-19
LVW Advisors, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-19
Northwest Wealth Management, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-10-30
Neville Rodie & Shaw Inc
UNCHANGED2200%$1.5K$1.5K-$42026-10-05
Linscomb Wealth, Inc.
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-05
Long Road Investment Counsel, LLC
UNCHANGED2200%$1.5M$1.5M-$3.7K2026-11-04
Quantify Chaos Advisors, LLC
NEW1—+1——$747.0K—2026-11-04
Trust Point Inc.
NEW1—+1——$747.0K—2026-10-27
Tenret Co LLC
NEW1—+1——$747.0K—2026-11-02
Leelyn Smith, LLC
NEW1—+1——$747.0K—2026-11-03
West Wealth Group, LLC
NEW1—+1——$747.0K—2026-10-14
apricus wealth, LLC
NEW1—+1——$747.0K—2026-10-26
Inscription Capital, LLC
DECREASED13-2-67%$2.2M$747.0K-$1.5M2026-11-02
Perigon Wealth Management, LLC
DECREASED13-2-67%$2.2M$747.0K-$1.5M2026-10-22
SRH Advisors, LLC
DECREASED12-1-50%$1.5M$747.0K-$750.7K2026-10-22
Scott Capital Advisors, LLC
DECREASED12-1-50%$1.5M$759.9K-$737.8K2026-10-13
Mountain Pacific Investment Advisers LLC
DECREASED12-1-50%$1.5M$747.0K-$750.7K2026-10-29
TCI Wealth Advisors, Inc.
DECREASED12-1-50%$1.5M$747.0K-$750.7K2026-10-30
Regent Peak Wealth Advisors LLC
DECREASED12-1-50%$1.5M$747.0K-$750.7K2026-10-13
Sheets Smith Wealth Management
DECREASED12-1-50%$1.5M$747.0K-$750.7K2026-10-16
Horst & Graben Wealth Management LLC
DECREASED12-1-50%$1.5M$747.0K-$755.0K2026-11-02
Evanson Financial, LLC
DECREASED12-1-50%$1.5M$747.0K-$750.7K2026-10-23
Milestone Asset Management, LLC
DECREASED12-1-50%$1.5M$747.0K-$750.7K2026-10-15
Forum Financial Management, LP
DECREASED12-1-50%$1.5M$747.0K-$750.7K2026-10-16
Harfst & Associates, Inc.
DECREASED12-1-50%$1.5M$747.0K-$750.7K2026-10-20
Beaumont Financial Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Biltmore Family Office, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
TrustWell Financial Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-15
BridgePort Financial Solutions, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-02
Bryn Mawr Trust Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-04
TriaGen Wealth Management LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Cathy Pareto & Associates, Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-15
CDM Financial Counseling Services, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-15
Three Seasons Wealth, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
Three Arch Wealth Management LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-20
Terra Nova Asset Management LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
Tanglewood Wealth Management, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-23
Trust Co of Vermont
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-21
Colton Groome Financial Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-06
True Private Wealth Advisors
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
Tritonpoint Wealth, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
Tilia Fiduciary Partners, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-09
Tctc Holdings, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-02
Capital Advisors, Ltd. LLC
UNCHANGED1100%$749$747-$22026-10-27
Tandem Capital Management Corp
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Capital Investment Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Capital Wealth Alliance, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-20
T3 Companies, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Carrera Capital Advisors
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
Cascade Investment Advisors, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-02
Centurion Wealth Management LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
Certified Advisory Corp
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-29
Chemistry Wealth Management LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Cherry Creek Investment Advisors, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Strid Group, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-28
Chronos Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-20
Sterling Investment Counsel, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
Sterling Group Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
Clarity Capital Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-27
Stanley-Laman Group, Ltd.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-20
Sprinkle Financial Consultants LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-09
Compagnie Lombard Odier SCmA
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-04
Spectrum Advisors, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
Concord Wealth Partners
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-02
Congress Park Capital LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
Cordatus Wealth Management LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
Smith Salley Wealth Management
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
Core Wealth Management, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Simplicity Wealth,LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-23
Shepherd Street Advisors LLC
UNCHANGED1100%$733.2K$774.3K+$41.1K2026-10-21
Councilmark Asset Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-20
Cranbrook Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-28
Shearwater Capital LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
Crescent Grove Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-21
Cresta Advisors, Ltd.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Cross Staff Investments Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Csenge Advisory Group
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-04
Cushing Capital Partners, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-20
Cypress Capital Group
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
D.B. Root & Company, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-04
Secure Asset Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
SeaBridge Investment Advisors LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-02
Diversified Management Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-08
Diversified Portfolios, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-04
Eagle Rock Investment Company, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-21
SP Asset Management LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-05
Element Pointe Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-21
SJS Investment Consulting Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Eagle Bay Advisors LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Shikiar Asset Management Inc
UNCHANGED1100%$749.0K$747-$748.3K2026-10-20
Seven Mile Advisory
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
SC&H Financial Advisors, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
FF Advisors,LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-21
Financial Consulate, Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-23
Sachem Hill LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Flagship Harbor Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Rossby Financial, LCC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-05
Forbes J M & Co LLP
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Fort Washington Investment Advisors Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-15
Founders Capital Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-23
Founders Financial Securities LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-28
Founders Grove Wealth Partners, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Facet Wealth, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-04
River Street Advisors LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Ferguson Johnson Wealth Management Inc
UNCHANGED1100%$748.0K$747.0K-$9952026-11-05
Ridgepath Capital Management LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-29
Relyea Zuckerberg Hanson LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-20
Financial Futures Ltd Liability Co.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
Financial Management Professionals, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-23
Financial Partners Group, Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
Financial Planning Hawaii, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
First Bank & Trust
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
RVW Wealth, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-06
Flagstone Financial Management
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-05
Rockland Trust Co
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-05
Formidable Asset Management, LLC
UNCHANGED1100%$718.1K$748.9K+$30.7K2026-11-03
RMR Wealth Builders
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Foster Victor Wealth Advisors, LLC
UNCHANGED1100%$737.0K$798.7K+$61.7K2026-10-21
RFG Advisory, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
G2 Capital Management, LLC / OH
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-23
RDA Financial Network
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-15
GFG Capital, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Rainier Family Wealth Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-02
Greatmark Investment Partners, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-28
Quaker Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
GSG Advisors LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
Quadcap Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-02
Gallagher Capital Advisors, LLC
UNCHANGED1100%$652.5K$661.0K+$8.5K2026-10-09
Garde Capital, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-29
Garner Asset Management Corp
UNCHANGED1100%$748.9K$821.9K+$73.1K2026-10-30
Gen-Wealth Partners Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-04
Gerald Baker Financial Group LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-09
Pullen Investment Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Private Wealth Partners, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Gradient Investments LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-08
Gratus Wealth Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Greenspring Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-05
Powell Investment Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Portland Financial Advisors Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Plante Moran Financial Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-05
1834 Investment Advisors Co
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
5th Street Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-04
AAF Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-28
Able Financial Group, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Acorn Financial Advisory Services Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-02
Albion Financial Group
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-21
Allstreet Capital Advisors LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-04
Alta Capital Management LLC/
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Altfest L J & Co Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-27
Amarillo National Bank
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-23
Appleton Partners Inc
UNCHANGED1100%$749.0K$747-$748.3K2026-10-30
Argent Capital Management LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-05
ARS Wealth Advisors Group, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Assetmark, Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-21
ATX Financial Planning, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
jvl associates llc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-09
ZWJ Investment Counsel Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-15
Xcel Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
XY Planning Network, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Woodward Financial Advisors, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
Windsor Capital Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
American Institute for Advanced Investment Management, LLP
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
West Financial Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Werba Rubin Papier Wealth Management
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-06
Welch Group, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-29
Analyst IMS Investment Management Services Ltd.
UNCHANGED1100%$749.0K$747-$748.3K2026-11-05
Arbor Investment Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Arcadia Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Arlington Trust Co LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-20
Armstrong, Fleming & Moore, Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-28
Ashurst Perkins Coie Trust Co
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-15
Asset Dedication, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
Atlas Brown,Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-09
Woodley Farra Manion Portfolio Management Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-05
Austin Wealth Management, LLC
UNCHANGED1100%$736.0K$766.9K+$30.9K2026-11-06
Autumn Glory Partners, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Woodard & Co Asset Management Group Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
Bailard, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
Wendell David Associates Inc
UNCHANGED1100%$749.0K$747-$748.3K2026-10-27
Welch & Forbes LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-04
Wedgewood Investors Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-28
Weatherly Asset Management L. P.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-20
BCO Wealth Management LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
WBH Advisory Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
Vontobel Holding Ltd.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
VestGen Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-27
Versant Capital Management, Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-02
BIP Wealth, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Verdence Capital Advisors LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
BLB&B Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-27
Visionary Horizons, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Vicus Capital
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-05
Brady Family Wealth, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-02
Brandywine OAK Private Wealth LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-23
Vaughan David Investments LLC
UNCHANGED1100%$749.0K$747-$748.3K2026-11-05
Baker Avenue Asset Management, LP
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-06
Ballast Rock Private Wealth LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Ballast, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED1100%$743.5K$753.4K+$9.9K2026-11-04
Barry Investment Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Murphy Pohlad Asset Management LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Momentous Wealth Management, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-21
MBL Wealth, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Mccarter Private Wealth Services LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Means Investment Co., Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
Miramontes Capital, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
Mlp3, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Midwest Heritage Bank, FSB
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
MN Wealth Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-23
Monarch Capital Management Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
Midwest Financial Partners Investments, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-08
Madrona Financial Services, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-23
Meritas Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Magnus Financial Group LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-21
Meridian Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-05
Maple Capital Management, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-02
McKinley Carter Wealth Services, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Martel Wealth Advisors LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Hengehold Capital Management LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Heritage Investors Management Corp
UNCHANGED1100%$749.0K$747-$748.3K2026-10-29
Heritage OAK Wealth Advisors LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Pinnacle Wealth Management Group, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-15
Pine Haven Investment Counsel, Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-02
Phillip James Consulting Co.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
Hara Capital LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-30
Pegasus Asset Management, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
Harrington Investments, Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Pavion Blue Capital, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-05
Herold Advisors, Inc.
UNCHANGED1100%$749.0K$747.0K-$2.0K2026-10-19
Parisi Gray Wealth Management
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Paragon Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-03
Independent Financial Group, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
Plimoth Trust Co LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Impact Capital Partners LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Physicians Financial Services, Inc.
UNCHANGED1100%$749.0K$747-$748.3K2026-11-04
PFG Advisors
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Infinity Wealth Counsel, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-15
Perryman Financial Advisory Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Integris Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Patten & Patten Inc
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Orca Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Jeppson Wealth Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-20
Onyx Bridge Wealth Group LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Objective Capital Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
Johnson Bixby & Associates, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Oarsman Capital, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-05
NovaPoint Capital, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
North Capital, Inc.
UNCHANGED1100%$748.9K$780.4K+$31.5K2026-10-16
Kercheville Advisors, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
Keystone Wealth Services, LLC
UNCHANGED1100%$748.9K$753.4K+$4.5K2026-11-03
Noble Family Wealth, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Nitor Capital Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-11-04
Lake Street Private Wealth, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-22
Lanark Financial, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-26
Net Worth Advisory Group
UNCHANGED1100%$843.9K$847.1K+$3.3K2026-10-20
Narus Financial Partners, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
Lountzis Asset Management, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-30
LVM Capital Management LTD
UNCHANGED1100%$749$747.0K+$746.3K2026-10-20
Nvwm, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-14
Lazard Freres Gestion S.A.S.
UNCHANGED1100%$748.0K$747-$747.3K2026-11-03
Ledyard National Bank
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-21
Lee Financial Co
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-16
Legacy Private Trust Co.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-06
Legal Advantage Investments, Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
Lesa Sroufe & Co
UNCHANGED1100%$749.0K$747-$748.3K2026-10-29
Lexington Hill Partners, LLC
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-13
LongView Wealth Management
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-19
Lorne Steinberg Wealth Management Inc.
UNCHANGED1100%$748.9K$747.0K-$1.8K2026-10-23
Ninety One SA (PTY) Ltd
CLOSED091-91-100%$67.8M$0-$67.8M2026-10-15
Imc-Chicago, LLC
CLOSED059-59-100%$44.2M$0-$44.2M2026-11-05
Sunesis Advisors, LLC
CLOSED027-27-100%$20.2M$0-$20.2M2026-10-26
Center for Financial Planning, Inc.
CLOSED019-19-100%$14.2M$0-$14.2M2026-10-26
CPA Asset Management Group, LLC
CLOSED013-13-100%$9.7M$0-$9.7M2026-10-26
Weaver Capital Management LLC
CLOSED012-12-100%$8.6M$0-$8.6M2026-10-15
Sterling Capital Management LLC
CLOSED011-11-100%$8.2M$0-$8.2M2026-10-22
Citigroup Inc
CLOSED011-11-100%$8.2M$0-$8.2M2026-11-04
Tannin Capital LLC
CLOSED08-8-100%$6.0M$0-$6.0M2026-11-05
Wedbush Securities Inc
CLOSED06-6-100%$293$0-$2932026-10-22
Goelzer Investment Management, Inc.
CLOSED06-6-100%$4.5M$0-$4.5M2026-10-16
Canopy Partners, LLC
CLOSED06-6-100%$4.5M$0-$4.5M2026-10-28
Cadent Capital Advisors, LLC
CLOSED06-6-100%$4.5M$0-$4.5M2026-10-09
Blue Trust, Inc.
CLOSED05-5-100%$3.7M$0-$3.7M2026-10-15
Wesbanco Bank Inc
CLOSED04-4-100%$3.0M$0-$3.0M2026-11-04
Blodgett Wealth Advisors, LLC
CLOSED02-2-100%$1.5M$0-$1.5M2026-10-23
Human Investing LLC
CLOSED02-2-100%$1.5M$0-$1.5M2026-10-19
RBA Wealth Management, LLC
CLOSED02-2-100%$1.5M$0-$1.5M2026-10-28
Howard Financial Services, Ltd.
CLOSED01-1-100%$748.9K$0-$748.9K2026-10-15
Cornerstone Wealth Management, LLC
CLOSED01-1-100%$748.9K$0-$748.9K2026-11-04
Abound Wealth Management
CLOSED01-1-100%$748.9K$0-$748.9K2026-10-26
Bell Investment Advisors, Inc
CLOSED01-1-100%$748.9K$0-$748.9K2026-10-29
Integrity Alliance, Llc.
CLOSED01-1-100%$748.9K$0-$748.9K2026-10-29
BlueChip Wealth Advisors LLC
CLOSED01-1-100%$748.9K$0-$748.9K2026-11-03
SwitchPoint Financial Planning, LLC
CLOSED01-1-100%$748.9K$0-$748.9K2026-11-02
TritonPoint Partners, LLC
CLOSED01-1-100%$748.9K$0-$748.9K2026-11-05
Wealth Group, Ltd.
CLOSED01-1-100%$749.0K$0-$749.0K2026-10-30
Golden State Wealth Management, LLC
CLOSED01-1-100%$748.9K$0-$748.9K2026-11-02
Signature Estate & Investment Advisors LLC
UNCHANGED000—$3.7M$3.0M-$756.2K2026-10-13
Vinva Investment Management Ltd
N/A—184,831-184,831-100%$91.7M———
FMR LLC
N/A—14,533-14,533-100%$10.9B———
First Manhattan Co. Llc.
N/A—13,803-13,803-100%$10.3B———
Norges Bank
N/A—10,371-10,371-100%$7.8B———
Vista Capital Partners, Inc.
N/A—7,138-7,138-100%$3.6M———
Lester Murray Antman dba SimplyRich
N/A—6,560-6,560-100%$1.5M———
Coldstream Capital Management Inc
N/A—6,044-6,044-100%$60.6M———
Shepherd Wealth Management Ltd Liability Co
N/A—2,516-2,516-100%$1.3M———
Vanguard Portfolio Management LLC
N/A—2,056-2,056-100%$1.5B———
HighTower Advisors, LLC
N/A—1,946-1,946-100%$1.5B———
Gardner Russo & Quinn LLC
N/A—1,432-1,432-100%$1.1B———
Vanguard Capital Management LLC
N/A—1,378-1,378-100%$1.0B———
Hikari Tsushin, Inc.
N/A—1,127-1,127-100%$844.0M———
Paralel Advisors LLC
N/A—1,028-1,028-100%$769.8M———
PNC Financial Services Group, Inc.
N/A—957-957-100%$716.6M———
Davis Selected Advisers
N/A—868-868-100%$650.0M———
Graham Holdings Co Master Retirement Trust
N/A—829-829-100%$620.8M———
Morgan Stanley
N/A—812-812-100%$608.1M———
Bank of America Corp
N/A—750-750-100%$561.6M———
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A—700-700-100%$524.2M———
S&G Foundation
N/A—665-665-100%$498.0M———
Fiduciary Trust Co
N/A—643-643-100%$481.5M———
California Public Employees Retirement System
N/A—592-592-100%$443.3M———
State of Wisconsin Investment Board
N/A—569-569-100%$426.1M———
First Eagle Investment Management, LLC
N/A—565-565-100%$423.1M———
Baldwin Investment Management, LLC
N/A—555-555-100%$415.6M———
Fayez Sarofim & Co
N/A—491-491-100%$367.7M———
Davis Asset Management, L.P.
N/A—486-486-100%$363.9M———
BlackRock, Inc.
N/A—447-447-100%$334.6M———
Graham Holdings Co
N/A—422-422-100%$316.0M———
Mawer Investment Management Ltd.
N/A—415-415-100%$310.8M———
Vanguard Asset Management, Ltd
N/A—415-415-100%$310.8M———
Capital World Investors
N/A—408-408-100%$305.5M———
Bank of Montreal
N/A—405-405-100%$303.3M———
Mariner, LLC
N/A—369-369-100%$276.3M———
UBS Group AG
N/A—365-365-100%$273.3M———
Legal & General Group Plc
N/A—323-323-100%$242.0M———
Bridges Investment Management Inc
N/A—318-318-100%$238.1M———
Pathstone Holdings, LLC
N/A—309-309-100%$231.4M———
Virtu Financial LLC
N/A—291-291-100%$217.9M———
State Street Corp
N/A—268-268-100%$200.7M———
Royal Bank of Canada
N/A—234-234-100%$175.2M———
Goldman Sachs Group Inc
N/A—224-224-100%$167.7M———
Neuberger Berman Group LLC
N/A—224-224-100%$167.7M———
Winton Group Ltd
N/A—217-217-100%$162.5M———
Quantinno Capital Management LP
N/A—205-205-100%$153.5M———
Northern Trust Corp
N/A—203-203-100%$152.0M———
Brown Advisory Inc
N/A—196-196-100%$146.8M———
UBS Asset Management Americas LLC
N/A—195-195-100%$146.0M———
Focus Partners Wealth
N/A—169-169-100%$126.6M———
Raymond James Financial Inc
N/A—162-162-100%$121.3M———
Timucuan Asset Management Inc
N/A—160-160-100%$119.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—152-152-100%$113.8M———
Punch Card Management L.P.
N/A—145-145-100%$108.6M———
UMB Bank, n.a.
N/A—145-145-100%$108.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—140-140-100%$104.8M———
Deltroit Asset Management (UK) LLP
N/A—134-134-100%$100.3M———
Clearbridge Investments, LLC
N/A—131-131-100%$98.1M———
VAN Lanschot Kempen Investment Management N.V.
N/A—131-131-100%$98.1M———
Royal London Asset Management LTD
N/A—129-129-100%$96.6M———
Gabelli Funds LLC
N/A—128-128-100%$95.9M———
Brown Brothers Harriman & Co
N/A—127-127-100%$95.1M———
WS Management Lllp
N/A—125-125-100%$93.6M———
HSBC Holdings PLC
N/A—123-123-100%$92.1M———
Wells Fargo & Company
N/A—122-122-100%$91.6M———
Qube Research & Technologies Ltd
N/A—120-120-100%$89.9M———
Semper Augustus Investments Group LLC
N/A—120-120-100%$89.9M———
LPL Financial LLC
N/A—119-119-100%$89.3M———
Stifel Financial Corp
N/A—114-114-100%$85.4M———
Douglass Winthrop Advisors, LLC
N/A—108-108-100%$80.9M———
American Century Companies Inc
N/A—107-107-100%$80.1M———
Ruane, Cunniff & Goldfarb L.P.
N/A—103-103-100%$77.1M———
Mercer Global Advisors Inc
N/A—100-100-100%$74.9M———
JPMorgan Chase & Co
N/A—91-91-100%$67.7M———
Chou Associates Management Inc.
N/A—86-86-100%$64.4M———
Cerity Partners LLC
N/A—82-82-100%$61.4M———
Osaic Holdings, Inc.
N/A—80-80-100%$35.9M———
Captrust Financial Advisors
N/A—80-80-100%$59.9M———
Victory Capital Management Inc
N/A—78-78-100%$58.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—78-78-100%$58.4M———
RBF Capital, LLC
N/A—76-76-100%$56.9M———
Rockefeller Capital Management L.P.
N/A—75-75-100%$56.2M———
Charles Schwab Investment Management Inc
N/A—74-74-100%$55.4M———
Bartlett & Co. Wealth Management LLC
N/A—70-70-100%$52.4M———
Whittier Trust Co
N/A—67-67-100%$50.7M———
Blair William & Co
N/A—63-63-100%$47.2M———
CIBC Bancorp USA Inc.
N/A—63-63-100%$47.2M———
Greenlea Lane Capital Management, LLC
N/A—63-63-100%$47.2M———
Acadian Asset Management LLC
N/A—63-63-100%$47.2M———
Ameriprise Financial Inc
N/A—62-62-100%$46.4M———
Baird Financial Group, Inc.
N/A—62-62-100%$46.4M———
Vanguard Fiduciary Trust Co
N/A—58-58-100%$43.4M———
HRT Financial LP
N/A—57-57-100%$42.7M———
Crewe Advisors LLC
N/A—55-55-100%$41.2M———
Toronto Dominion Bank
N/A—53-53-100%$39.4M———
CI Investments Inc.
N/A—52-52-100%$38.9M———
GTS Securities LLC
N/A—51-51-100%$38.2M———
Hi-Line Capital Management, LLC
N/A—50-50-100%$37.4M———
Elkhorn Partners Limited Partnership
N/A—50-50-100%$37.4M———
Commerce Bank
N/A—50-50-100%$37.4M———
Moneta Group Investment Advisors LLC
N/A—48-48-100%$35.9M———
Pinnacle Financial Partners, Inc.
N/A—45-45-100%$33.7M———
Global Frontier Investments LLC
N/A—44-44-100%$32.9M———
Invesco Ltd.
N/A—44-44-100%$32.9M———
Pitcairn Wealth Advisors LLC
N/A—43-43-100%$32.2M———
EP Wealth Advisors, LLC
N/A—43-43-100%$32.2M———
Cresset Asset Management, LLC
N/A—42-42-100%$31.5M———
MAI Capital Management
N/A—42-42-100%$31.5M———
Hutner Capital Management Inc
N/A—41-41-100%$30.7M———
Cannell & Spears LLC
N/A—41-41-100%$30.7M———
Peapack Gladstone Financial Corp
N/A—41-41-100%$30.7M———
Gamco Investors, Inc. ET AL
N/A—41-41-100%$30.7M———
Franklin Resources Inc
N/A—40-40-100%$30.0M———
Whittier Trust Co of Nevada Inc
N/A—39-39-100%$29.5M———
Citadel Advisors LLC
N/A—39-39-100%$29.2M———
Susquehanna International Group, LLP
N/A—38-38-100%$28.5M———
Haverford Trust Co
N/A—38-38-100%$28.5M———
HM Payson & Co
N/A—38-38-100%$28.5M———
Silvercrest Asset Management Group LLC
N/A—37-37-100%$27.7M———
Bessemer Group Inc
N/A—37-37-100%$27.7M———
Hardy Reed LLC
N/A—36-36-100%$27.0M———
Janney Montgomery Scott LLC
N/A—36-36-100%$27.0M———
M&T Bank Corp
N/A—35-35-100%$26.2M———
SG Americas Securities, LLC
N/A—35-35-100%$26.2M———
Allworth Financial LP
N/A—35-35-100%$26.2M———
Bislett Management, LLC
N/A—35-35-100%$26.2M———
Shelter Mutual Insurance Co
N/A—34-34-100%$25.5M———
Cetera Investment Advisers
N/A—33-33-100%$24.7M———
World Investment Advisors
N/A—31-31-100%$22.3M———
Utah Retirement Systems
N/A—31-31-100%$23.2M———
Aquamarine Zurich AG
N/A—30-30-100%$22.5K———
Waverly Advisors, LLC
N/A—30-30-100%$22.5M———
Friends of the Cornell LAB of Ornithology, Inc.
N/A—30-30-100%$22.5M———
Northwestern Mutual Wealth Management Co
N/A—30-30-100%$22.5M———
7G Capital Management, LLC
N/A—30-30-100%$22.5M———
BNP Paribas Financial Markets
N/A—30-30-100%$22.5M———
Circle Wealth Management, LLC
N/A—29-29-100%$21.7M———
Stock Yards Bank & Trust Co
N/A—29-29-100%$21.7M———
Barr E S & Co
N/A—29-29-100%$21.7M———
Allium Financial Advisors, LLC
N/A—28-28-100%$21.0M———
Zuckerman Investment Group, LLC
N/A—27-27-100%$20.2M———
IEQ Capital, LLC
N/A—27-27-100%$20.2M———
Beacon Pointe Advisors, LLC
N/A—26-26-100%$19.2M———
Clearstead Advisors, LLC
N/A—26-26-100%$19.5M———
NewEdge Advisors, LLC
N/A—25-25-100%$18.7M———
Millennium Management LLC
N/A—25-25-100%$18.7M———
Marex Group Ltd
N/A—24-24-100%$18.0M———
Caprock Group, LLC
N/A—24-24-100%$18.0M———
Sequoia Financial Advisors, LLC
N/A—23-23-100%$17.2M———
Vestmark Advisory Solutions, Inc.
N/A—23-23-100%$17.2M———
Alliancebernstein L.P.
N/A—23-23-100%$16.5M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—23-23-100%$17.2M———
Texas Yale Capital Corp.
N/A—23-23-100%$17.2M———
Brandywine Trust Co
N/A—22-22-100%$16.5M———
Baader Bank Aktiengesellschaft
N/A—22-22-100%$16.5M———
JRM Investment Counsel, LLC
N/A—22-22-100%$16.5M———
Ashford Capital Management Inc
N/A—22-22-100%$16.5M———
Merit Financial Group, LLC
N/A—21-21-100%$15.7M———
Smithfield Trust Co
N/A—21-21-100%$15.0K———
Cheviot Value Management, LLC
N/A—20-20-100%$15.0M———
Western Wealth Management, LLC
N/A—20-20-100%$15.0M———
Legacy Wealth Advisors, LLC
N/A—19-19-100%$14.2M———
Onex Canada Asset Management Inc.
N/A—19-19-100%$14.2M———
Sagewood Asset Management LP
N/A—19-19-100%$14.2M———
First National Bank of Omaha
N/A—19-19-100%$14.2M———
Glenmede Trust Co NA
N/A—18-18-100%$13.5M———
Wealthspire Advisors, LLC
N/A—18-18-100%$13.1M———
Price T Rowe Associates Inc
N/A—18-18-100%$13.5M———
Round Rock Advisors LLC
N/A—18-18-100%$13.5M———
Deutsche Bank Ag\
N/A—17-17-100%$12.7M———
AR Asset Management Inc
N/A—17-17-100%$12.7M———
Keystone Financial Group
N/A—17-17-100%$12.7M———
Private Advisor Group, LLC
N/A—17-17-100%$12.7M———
Argent Trust Co
N/A—17-17-100%$12.7M———
Sand Hill Global Advisors, LLC
N/A—17-17-100%$12.7M———
K.J. Harrison & Partners Inc
N/A—16-16-100%$12.0M———
Composition Wealth, LLC
N/A—16-16-100%$12.0M———
Choate Investment Advisors
N/A—16-16-100%$12.0M———
Dover Advisors, LLC
N/A—15-15-100%$11.3M———
Amundi
N/A—15-15-100%$11.2M———
Fiduciary Counselling Inc
N/A—15-15-100%$11.2M———
Arkadios Wealth Advisors
N/A—15-15-100%$11.2M———
First National Advisers, LLC
N/A—15-15-100%$11.2M———
Bradley Foster & Sargent Inc
N/A—15-15-100%$11.2M———
Northstar Asset Management Inc
N/A—14-14-100%$10.5M———
Matthew 25 Management Corp
N/A—14-14-100%$10.5M———
Vanguard Global Advisers, LLC
N/A—14-14-100%$10.5M———
Flow Traders U.S. LLC
N/A—14-14-100%$10.5M———
AQR Capital Management LLC
N/A—14-14-100%$10.5M———
M. Kulyk & Associates, LLC
N/A—14-14-100%$10.5M———
RWA Wealth Partners, LLC
N/A—13-13-100%$9.7M———
Ingalls & Snyder LLC
N/A—13-13-100%$9.7M———
Spinnaker Trust
N/A—13-13-100%$9.7M———
Transcend Capital Advisors, LLC
N/A—13-13-100%$9.7M———
Scotia Capital Inc.
N/A—12-12-100%$9.0M———
Jane Street Group, LLC
N/A—12-12-100%$9.0M———
Keel Point, LLC
N/A—12-12-100%$9.0M———
&partners
N/A—12-12-100%$9.0M———
Pangea Capital Gestao de Recursos Ltda.
N/A—12-12-100%$9.0M———
Kavar Capital Partners Group, LLC
N/A—12-12-100%$9.0M———
Hemenway Trust Co LLC
N/A—12-12-100%$9.0M———
DF Dent & Co Inc
N/A—12-12-100%$9.0M———
Sierra Capital LLC
N/A—12-12-100%$9.0M———
Aviva PLC
N/A—12-12-100%$9.0M———
Credit Agricole S A
N/A—12-12-100%$9.0M———
Weik Capital Management
N/A—12-12-100%$9.0M———
Gotham Asset Management, LLC
N/A—11-11-100%$8.2M———
Financial Engines Advisors L.L.C.
N/A—11-11-100%$8.2M———
Bridgewater Advisors Inc.
N/A—11-11-100%$8.5M———
Fairholme Capital Management LLC
N/A—11-11-100%$8.2M———
Compass Capital Management, Inc
N/A—11-11-100%$8.2M———
Jupiter Wealth Management LLC
N/A—11-11-100%$8.2M———
Schulhoff & Co Inc
N/A—11-11-100%$8.2M———
Evercore Wealth Management, LLC
N/A—11-11-100%$8.2M———
Bulldog Investors, LLPA
N/A—10-10-100%$7.5M———
America First Investment Advisors, LLC
N/A—10-10-100%$7.5M———
Wescott Financial Advisory Group, LLC
N/A—10-10-100%$7.5M———
Alexander Labrunerie & Co., Inc.
N/A—10-10-100%$7.5M———
Causey Wealth LLC
N/A—10-10-100%$7.5M———
London Co of Virginia
N/A—10-10-100%$7.5M———
CIBC World Market Inc.
N/A—10-10-100%$7.5M———
Rathbones Group PLC
N/A—10-10-100%$7.5M———
Steward Partners Investment Advisory, LLC
N/A—9-9-100%$6.7M———
Quent Capital, LLC
N/A—9-9-100%$6.7M———
LM Advisors LLC
N/A—9-9-100%$6.7M———
Giverny Capital Inc.
N/A—9-9-100%$6.7M———
NorthRock Partners, LLC
N/A—9-9-100%$6.7M———
Fort Point Capital Partners LLC
N/A—9-9-100%$6.7M———
AlTi Global, Inc.
N/A—9-9-100%$6.7M———
LGT Fund Management Co Ltd.
N/A—9-9-100%$6.7M———
Aberdeen Group plc
N/A—9-9-100%$6.7M———
JTC Employer Solutions Trustee Ltd
N/A—9-9-100%$6.8M———
Channel Wealth LLC
N/A—8-8-100%$6.0M———
Castlekeep Investment Advisors LLC
N/A—8-8-100%$6.0M———
Capital Advisors Inc
N/A—8-8-100%$6.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—8-8-100%$6.0M———
Mutual Advisors, LLC
N/A—8-8-100%$6.0M———
Walter & Keenan Wealth Management LLC
N/A—8-8-100%$6.0M———
Calydon Capital
N/A—8-8-100%$6.0M———
Essex Financial Services, Inc.
N/A—8-8-100%$6.0M———
Bluespring Wealth Management, LLC
N/A—8-8-100%$6.0M———
Manufacturers Life Insurance Company, the
N/A—8-8-100%$6.0M———
Thompson David Blair
N/A—8-8-100%$6.0M———
Cornerstone Advisors Asset Management, LLC
N/A—8-8-100%$6.0M———
Puzo Michael J
N/A—8-8-100%$6.0M———
South Dakota Investment Council
N/A—8-8-100%$6.0M———
Northstar Group, Inc.
N/A—8-8-100%$6.0M———
Insigneo Advisory Services, LLC
N/A—8-8-100%$6.0M———
NewEdge Wealth, LLC
N/A—8-8-100%$6.0M———
United Capital Financial Advisors, LLC
N/A—8-8-100%$6.0M———
Schonfeld Strategic Advisors LLC
N/A—8-8-100%$6.0M———
Windsor Advisory Group, LLC
N/A—7-7-100%$5.2M———
Klingenstein Fields & Co LP
N/A—7-7-100%$5.2M———
Security National Bank of Sioux City Iowa
N/A—7-7-100%$5.2M———
Capstone Financial Advisors, Inc.
N/A—7-7-100%$5.2M———
Intrust Bank NA
N/A—7-7-100%$5.2M———
Unconventional Investor, LLC
N/A—7-7-100%$5.2M———
Limestone Investment Advisors LP
N/A—7-7-100%$5.2M———
SOA Wealth Advisors, Llc.
N/A—7-7-100%$5.2M———
Atlantic Union Bankshares Corp
N/A—7-7-100%$5.2M———
SCS Capital Management LLC
N/A—7-7-100%$5.2M———
Curi Capital, LLC
N/A—7-7-100%$5.2M———
Bedel Financial Consulting, Inc.
N/A—7-7-100%$5.2M———
Natural Investments, LLC
N/A—7-7-100%$5.2M———
Southeast Asset Advisors, LLC
N/A—7-7-100%$5.2M———
Crawford Investment Counsel Inc
N/A—7-7-100%$5.2M———
Integrated Wealth Concepts LLC
N/A—7-7-100%$5.2M———
Modern Wealth Management, LLC
N/A—7-7-100%$5.2M———
Stephens Inc
N/A—7-7-100%$5.2M———
Cascade Financial Partners, LLC
N/A—6-6-100%$4.5M———
Trailhead Planners LLC
N/A—6-6-100%$4.5M———
Cardiff Park Advisors, LLC
N/A—6-6-100%$4.5M———
Summit Trail Advisors, LLC
N/A—6-6-100%$4.5M———
Tocqueville Asset Management L.P.
N/A—6-6-100%$4.5M———
Allianz Asset Management GmbH
N/A—6-6-100%$4.5M———
KP Management LLC
N/A—6-6-100%$4.5M———
Jones Financial Companies Lllp
N/A—6-6-100%$4.5M———
Ameritas Investment Partners, Inc.
N/A—6-6-100%$4.5M———
PFG Investments, LLC
N/A—6-6-100%$4.5M———
Independent Advisor Alliance
N/A—6-6-100%$4.5M———
IFC Advisors LLC
N/A—6-6-100%$4.5M———
Prosperity Bancshares Inc
N/A—6-6-100%$4.5M———
Heritage Trust Co
N/A—6-6-100%$3.0M———
Pine Harbor Wealth Management, LLC
N/A—6-6-100%$4.5M———
Barclays PLC
N/A—6-6-100%$4.5M———
Blackhill Capital Inc
N/A—6-6-100%$4.5M———
Roberts Glore & Co Inc
N/A—6-6-100%$4.5M———
Avenir Corp
N/A—6-6-100%$4.5M———
Elm Partners Management LLC
N/A—6-6-100%$4.5M———
Elgethun Capital Management
N/A—6-6-100%$4.5M———
Epacria Capital Partners, LLC
N/A—6-6-100%$4.5M———
Sittner & Nelson, LLC
N/A—6-6-100%$4.5M———
Dimension Capital Management LLC
N/A—6-6-100%$4.5M———
Bragg Financial Advisors, Inc
N/A—6-6-100%$4.5M———
Hills Bank & Trust Co
N/A—5-5-100%$3.7M———
Main Street Research LLC
N/A—5-5-100%$3.7M———
Bank of Nova Scotia
N/A—5-5-100%$3.7M———
Westwood Holdings Group Inc
N/A—5-5-100%$3.7M———
Titiun Yejiel
N/A—5-5-100%$3.7M———
Consolidated Portfolio Review Corp
N/A—5-5-100%$3.7M———
Mairs & Power Inc
N/A—5-5-100%$3.7M———
Payne Capital Management, LLC
N/A—5-5-100%$3.7M———
Boston Family Office LLC
N/A—5-5-100%$3.7M———
Osterweis Capital Management Inc
N/A—5-5-100%$3.7M———
First Trust Advisors LP
N/A—5-5-100%$3.7M———
First Foundation Advisors
N/A—5-5-100%$3.7M———
Lumbard & Kellner, LLC
N/A—5-5-100%$3.7M———
Prosperity Consulting Group, LLC
N/A—5-5-100%$3.7M———
1832 Asset Management L.P.
N/A—5-5-100%$3.7M———
Vanguard Personalized Indexing Management, LLC
N/A—5-5-100%$3.7M———
Gladstone Institutional Advisory LLC
N/A—5-5-100%$3.7M———
Johnson Investment Counsel Inc
N/A—5-5-100%$3.7M———
Delta Investment Management, LLC
N/A—5-5-100%$3.7M———
Benjamin Edwards Inc
N/A—5-5-100%$3.7M———
one8zero8, LLC
N/A—5-5-100%$3.7M———
Mitchell Mcleod Pugh & Williams Inc
N/A—5-5-100%$3.7M———
National Philanthropic Trust
N/A—5-5-100%$3.7M———
Allie Family Office LLC
N/A—5-5-100%$3.7M———
English Capital Management LLC
N/A—5-5-100%$3.7M———
Aureus Asset Management, LLC
N/A—5-5-100%$3.7M———
Pine Ridge Advisers LLC
N/A—5-5-100%$3.7M———
HBK Sorce Advisory LLC
N/A—4-4-100%$3.1M———
Vawter Financial, Ltd.
N/A—4-4-100%$3.0M———
RBO & Co LLC
N/A—4-4-100%$3.0M———
First National Bank & Trust Co of Newtown
N/A—4-4-100%$3.1M———
FAS Wealth Partners, Inc.
N/A—4-4-100%$3.0M———
Becker Capital Management Inc
N/A—4-4-100%$3.0M———
Harbour Investments, Inc.
N/A—4-4-100%$3.0M———
Huntington National Bank
N/A—4-4-100%$3.0M———
Shufro Rose & Co LLC
N/A—4-4-100%$3.0M———
Ballentine Partners, LLC
N/A—4-4-100%$3.0M———
Snowden Capital Advisors LLC
N/A—4-4-100%$3.0M———
Wallace Capital Management Inc.
N/A—4-4-100%$3.0M———
EFG International AG
N/A—4-4-100%$3.0M———
Aristotle Capital Management, LLC
N/A—4-4-100%$3.0M———
Pettyjohn, Wood & White, Inc
N/A—4-4-100%$3.0M———
Arax Advisory Partners
N/A—4-4-100%$3.0M———
Palisade Capital Management, LP
N/A—4-4-100%$3.0M———
O'shaughnessy Asset Management, LLC
N/A—4-4-100%$3.0M———
Naviter Wealth, LLC
N/A—4-4-100%$3.0M———
Black Diamond Capital Management I, Lllp
N/A—4-4-100%$3.0M———
Keewaydin Investments LLC
N/A—4-4-100%$3.0M———
Callahan Advisors, LLC
N/A—4-4-100%$3.0M———
Canal Capital Management, LLC
N/A—4-4-100%$3.0M———
Dodge & COX
N/A—4-4-100%$3.0M———
Topsail Wealth Management, LLC
N/A—4-4-100%$3.0M———
Turim 21 Investimentos Ltda.
N/A—4-4-100%$3.0M———
Core Capital Management & Research, inc.
N/A—4-4-100%$3.0M———
Marble Wealth, LLC
N/A—4-4-100%$3.0M———
Coastal Bridge Advisors, LLC
N/A—4-4-100%$3.0M———
CFO4Life Group, LLC
N/A—4-4-100%$3.0M———
Advisors Capital Management, LLC
N/A—4-4-100%$3.0M———
CreativeOne Wealth, LLC
N/A—4-4-100%$3.0M———
Foundations Investment Advisors, LLC
N/A—4-4-100%$3.0M———
BNP Paribas
N/A—4-4-100%$3.0M———
Focus Partners Advisor Solutions, LLC
N/A—4-4-100%$3.0M———
BTC Capital Management, Inc.
N/A—3-3-100%$2.2M———
Fidelis Capital Partners, LLC
N/A—3-3-100%$2.2M———
BHK Investment Advisors, LLC
N/A—3-3-100%$2.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—3-3-100%$2.2M———
Daniel Investment Group, Inc.
N/A—3-3-100%$2.2M———
Freestone Capital Holdings, LLC
N/A—3-3-100%$2.2M———
Stratos Wealth Partners, Ltd.
N/A—3-3-100%$2.2M———
Royal Capital Wealth Management, LLC
N/A—3-3-100%$2.2M———
Knollwood Investment Advisory, LLC
N/A—3-3-100%$2.2M———
NorthCoast Asset Management LLC
N/A—3-3-100%$2.2M———
Delta Asset Management LLC
N/A—3-3-100%$2.2M———
Sfmg, LLC
N/A—3-3-100%$2.2M———
Heritage Wealth Advisors
N/A—3-3-100%$2.2M———
Trust Co of Kansas
N/A—3-3-100%$2.2M———
Roundview Capital LLC
N/A—3-3-100%$2.2M———
East Coast Asset Management, Llc.
N/A—3-3-100%$2.2M———
Erste Asset Management GmbH
N/A—3-3-100%$2.2M———
Atlas Capital Advisors Inc.
N/A—3-3-100%$2.2M———
Howe & Rusling Inc
N/A—3-3-100%$2.2M———
HFR Wealth Management, LLC
N/A—3-3-100%$2.2M———
SageGuard Financial Group, LLC
N/A—3-3-100%$2.2M———
Callan Family Office, LLC
N/A—3-3-100%$2.2M———
Vanguard National Trust Co
N/A—3-3-100%$2.2M———
Atlas Legacy Advisors, LLC
N/A—3-3-100%$2.2M———
Wealth Advisors of Iowa, LLC
N/A—3-3-100%$2.2M———
Webster Bank, N. A.
N/A—3-3-100%$2.2M———
Icon Wealth Advisors, LLC
N/A—3-3-100%$2.2M———
Aegis Wealth Management LLC
N/A—3-3-100%$2.2M———
Edgewood Management LLC
N/A—3-3-100%$2.2M———
LGL Partners, LLC
N/A—3-3-100%$2.2M———
Zhang Financial LLC
N/A—3-3-100%$2.2M———
Institute for Wealth Management, Llc.
N/A—3-3-100%$2.2M———
Fort Sheridan Advisors LLC
N/A—3-3-100%$2.2M———
Diversified Trust Co
N/A—3-3-100%$2.2M———
AE Wealth Management LLC
N/A—3-3-100%$2.2M———
BBR Partners, LLC
N/A—3-3-100%$2.2M———
Chevy Chase Trust Holdings, LLC
N/A—3-3-100%$2.2M———
Beto Financial Group, LLC
N/A—3-3-100%$2.2M———
Fisher Asset Management, LLC
N/A—2-2-100%$1.5M———
Mosaic Financial Group, LLC
N/A—2-2-100%$1.5M———
National Bank of Canada
N/A—2-2-100%$15.0K———
Nwam LLC
N/A—2-2-100%$1.5M———
NWK Group, Inc.
N/A—2-2-100%$1.5M———
Liberty Square Wealth Partners LLC
N/A—2-2-100%$1.5M———
Lathrop Investment Management Co
N/A—2-2-100%$1.5M———
Kelman-Lazarov, Inc.
N/A—2-2-100%$1.5M———
Kiley Juergens Wealth Management, LLC
N/A—2-2-100%$1.5M———
Ogorek Anthony Joseph
N/A—2-2-100%$1.5M———
Okabena Investment Services Inc
N/A—2-2-100%$1.5M———
Orleans Capital Management Corp
N/A—2-2-100%$1.5M———
Jackson, Grant Investment Advisers, Inc.
N/A—2-2-100%$1.5M———
Octavia Wealth Advisors, LLC
N/A—2-2-100%$1.5M———
Omnia Family Wealth, LLC
N/A—2-2-100%$1.5M———
Ironwood Investment Counsel, LLC
N/A—2-2-100%$1.5M———
Independent Family Office, LLC
N/A—2-2-100%$1.5M———
Intrepid Capital Management Inc
N/A—2-2-100%$1.5M———
IMA Advisory Services, Inc.
N/A—2-2-100%$1.5M———
Prudential Financial Inc
N/A—2-2-100%$1.5M———
HighPoint Advisor Group LLC
N/A—2-2-100%$1.5M———
Parker Investment Management, LLC
N/A—2-2-100%$1.5M———
Peak Asset Management, LLC
N/A—2-2-100%$1.5M———
Hurricane Capital Advisors LLC
N/A—2-2-100%$1.5M———
Phillips Wealth Planners LLC
N/A—2-2-100%$1.5M———
Pine Valley Investments Ltd Liability Co
N/A—2-2-100%$1.5M———
Portland Global Advisors LLC
N/A—2-2-100%$1.5M———
Hancock Whitney Corp
N/A—2-2-100%$1.5M———
ProVise Management Group, LLC
N/A—2-2-100%$1.5M———
Purpose Unlimited Inc.
N/A—2-2-100%$1.5M———
Game Plan Financial Advisors, LLC
N/A—2-2-100%$1.5M———
Regimen Wealth, LLC
N/A—2-2-100%$1.5M———
Rexford Capital Inc
N/A—2-2-100%$1.5M———
FourThought Financial Partners, LLC
N/A—2-2-100%$1.5M———
Fortis Capital Advisors, LLC
N/A—2-2-100%$1.5M———
Rothschild Investment LLC
N/A—2-2-100%$1.5M———
First Western Trust Bank
N/A—2-2-100%$1.5M———
Financial Plan, Inc.
N/A—2-2-100%$1.5M———
Financial Avengers, Inc.
N/A—2-2-100%$1.5M———
Financial Alternatives, Inc
N/A—2-2-100%$1.5M———
Fiduciary Group, LLC
N/A—2-2-100%$1.5M———
Ritter Daniher Financial Advisory LLC / de
N/A—2-2-100%$1.5M———
Flputnam Investment Management Co
N/A—2-2-100%$1.5M———
Russell Investments Group, Ltd.
N/A—2-2-100%$1.5M———
Fiducient Advisors LLC
N/A—2-2-100%$1.5M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—2-2-100%$1.5M———
Schwerin Boyle Capital Management Inc
N/A—2-2-100%$1.5M———
Equitable Holdings, Inc.
N/A—2-2-100%$1.5M———
Snowwater Investment Partners, LLC
N/A—2-2-100%$1.5M———
Destination Wealth Management
N/A—2-2-100%$1.5M———
Davis Wealth Advisors, LLC
N/A—2-2-100%$1.5M———
SVB Wealth LLC
N/A—2-2-100%$1.5M———
Sargent Investment Group, LLC
N/A—2-2-100%$1.5M———
Seneca House Advisors
N/A—2-2-100%$1.5M———
Seven Springs Wealth Group, LLC
N/A—2-2-100%$1.5M———
Signet Private Wealth LLC
N/A—2-2-100%$1.5M———
Sound View Wealth Advisors Group, LLC
N/A—2-2-100%$1.5M———
SouthState Bank Corp
N/A—2-2-100%$1.5M———
Colter Lewis Investment Partners LLC
N/A—2-2-100%$1.5M———
Clearstead Trust, LLC
N/A—2-2-100%$1.5M———
Sterneck Capital Management, LLC
N/A—2-2-100%$1.5M———
Stratos Wealth Advisors, LLC
N/A—2-2-100%$1.5M———
Carr Financial Group Corp
N/A—2-2-100%$1.5M———
CVA Family Office, LLC
N/A—2-2-100%$1.5M———
Tiaa Trust, National Association
N/A—2-2-100%$1.5M———
Tiaa Wealth Investment Management LLC
N/A—2-2-100%$1.5M———
Condor Capital Management
N/A—2-2-100%$1.5M———
Texas Capital Bank Wealth Management Services Inc
N/A—2-2-100%$1.5M———
Thomasville National Bank
N/A—2-2-100%$1.5M———
Twin Lakes Capital Management, LLC
N/A—2-2-100%$1.5M———
Belpointe Asset Management LLC
N/A—2-2-100%$1.5M———
Beaton Management Co. Inc.
N/A—2-2-100%$1.5M———
Vance Wealth, LLC
N/A—2-2-100%$1.5M———
Brooks, Moore & Associates, Inc.
N/A—2-2-100%$1.5M———
Venator Management LLC
N/A—2-2-100%$1.5M———
Biglari Capital Corp.A
N/A—2-2-100%$1.5M———
BFC Planning, Inc.
N/A—2-2-100%$1.5M———
Bantamac Capital, LLC
N/A—2-2-100%$1.5M———
Balyasny Asset Management L.P.
N/A—2-2-100%$1.5M———
Wimmer Associates 1, LLC
N/A—2-2-100%$1.5M———
Auxano Advisors, LLC
N/A—2-2-100%$1.5M———
Ausdal Financial Partners, Inc.
N/A—2-2-100%$1.5M———
Asset Management Group, Inc.
N/A—2-2-100%$1.5M———
Westmount Partners, LLC
N/A—2-2-100%$1.5M———
Wiser Advisor Group LLC
N/A—2-2-100%$1.5M———
Aldebaran Capital, LLC
N/A—2-2-100%$1.5M———
Alaska Wealth Advisors, LLC
N/A—2-2-100%$1.5M———
Accent Capital Management, LLC
N/A—2-2-100%$1.5M———
44 Wealth Management LLC
N/A—2-2-100%$1.5M———
CoreFirst Bank & Trust
N/A—1-1-100%$748.9K———
Cornerstone Advisory, LLC
N/A—1-1-100%$748.9K———
Simmons Bank
N/A—1-1-100%$748.9K———
Cornerstone Capital, Inc.
N/A—1-1-100%$748.9K———
Caldwell Sutter Capital, Inc.
N/A—1-1-100%$748.9K———
Cornerstone Financial Group, LLC
N/A—1-1-100%$748.9K———
Triton Financial Group Inc
N/A—1-1-100%$748.9K———
Silver Coast Investments LLC
N/A—1-1-100%$748.9K———
Brand Asset Management Group, Inc.
N/A—1-1-100%$748.9K———
Corsicana & Co.
N/A—1-1-100%$748.9K———
Cypress Capital Management LLC (WY)
N/A—1-1-100%$748.9K———
Davis R M Inc
N/A—1-1-100%$748.9K———
Donaldson Capital Management, LLC
N/A—1-1-100%$748.9K———
Syon Capital LLC
N/A—1-1-100%$748.9K———
Laraway Financial Advisors Inc
N/A—1-1-100%$748.9K———
Dakota Wealth Management
N/A—1-1-100%$748.9K———
Bernard Wealth Management Corp.
N/A—1-1-100%$748.9K———
Summitry LLC
N/A—1-1-100%$748.9K———
Latko Wealth Management, Ltd.
N/A—1-1-100%$748.9K———
Steadfast Capital Management LP
N/A—1-1-100%$748.9K———
Edgar Lomax Co
N/A—1-1-100%$748.9K———
North Star Asset Management Inc
N/A—1-1-100%$748.9K———
Spirepoint Private Client, LLC
N/A—1-1-100%$748.9K———
Smith, Moore & Co.
N/A—1-1-100%$748.9K———
Barnett & Company, Inc.
N/A—1-1-100%$748.9K———
United American Securities Inc. (d/b/a UAS Asset Management)
N/A—1-1-100%$748.9K———
Envestnet Asset Management Inc
N/A—1-1-100%$748.9K———
Silver OAK Securities, Incorporated
N/A—1-1-100%$748.9K———
Ellenbecker Investment Group
N/A—1-1-100%$748.9K———
Schroder Investment Management Group
N/A—1-1-100%$743.5K———
Schnieders Capital Management, Llc.
N/A—1-1-100%$748.9K———
Fairfax Financial Holdings LTD/ CAN
N/A—1-1-100%$748.8K———
Nomura Asset Management Co LTD
N/A—1-1-100%$748.9K———
Fairview Capital Investment Management, LLC
N/A—1-1-100%$748.9K———
Farley Capital L.P.
N/A—1-1-100%$748.9K———
FLC Capital Advisors
N/A—1-1-100%$748.9K———
Rodgers Brothers Inc.
N/A—1-1-100%$748.9K———
Logan Stone Capital, LLC
N/A—1-1-100%$748.9K———
Rockbridge Investment Management, LCC
N/A—1-1-100%$748.9K———
Federation des caisses Desjardins du Quebec
N/A—1-1-100%$7.5K———
Rehmann Capital Advisory Group
N/A—1-1-100%$748.9K———
Regency Capital Management Inc.\DE
N/A—1-1-100%$748.9K———
First Dallas Securities Inc.
N/A—1-1-100%$748.9K———
Red Door Wealth Management, LLC
N/A—1-1-100%$748.9K———
Rwwm, Inc.
N/A—1-1-100%$748.9K———
Van Diest Capital, LLC
N/A—1-1-100%$748.9K———
Van Hulzen Asset Management, LLC
N/A—1-1-100%$748.9K———
Fortis Advisors, LLC
N/A—1-1-100%$748.9K———
Rice Hall James & Associates, LLC
N/A—1-1-100%$748.9K———
Rhumbline Advisers
N/A—1-1-100%$748.9K———
Freedom Investment Management, Inc.
N/A—1-1-100%$748.9K———
Lutz Financial Services LLC
N/A—1-1-100%$748.9K———
Resources Management Corp
N/A—1-1-100%$748.9K———
GSA Capital Partners LLP
N/A—1-1-100%$749.0K———
Matrix Private Capital Group LLC
N/A—1-1-100%$748.9K———
Quaker Capital Investments, LLC
N/A—1-1-100%$748.9K———
Mitsubishi UFJ Trust & Banking Corp
N/A—1-1-100%$748.9K———
Gilbert & Cook, Inc.
N/A—1-1-100%$748.9K———
Private Wealth Asset Management, LLC
N/A—1-1-100%$748.9K———
Greykasell Wealth Strategies, Inc.
N/A—1-1-100%$748.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1-1-100%$748.9K———
Presper Financial Architects, LLC
N/A—1-1-100%$748.9K———
Hall Capital Management Co Inc
N/A—1-1-100%$748.9K———
Hanover Advisors Inc
N/A—1-1-100%$748.9K———
BCV Asset Management Inc.
N/A—1-1-100%$745.0K———
Wealth Alliance, LLC
N/A—1-1-100%$748.9K———
Plum Street Advisors, LLC
N/A—1-1-100%$748.9K———
Wealthedge Investment Advisors, LLC
N/A—1-1-100%$748.9K———
Wealthgarden F.S. LLC
N/A—1-1-100%$748.9K———
Platform Wealth Management, LLC
N/A—1-1-100%$748.9K———
Harbour Investment Management LLC
N/A—1-1-100%$748.9K———
Headinvest, LLC
N/A—1-1-100%$748.9K———
HHM Wealth Advisors, LLC
N/A—1-1-100%$748.9K———
Horizon Kinetics Asset Management LLC
N/A—1-1-100%$748.9K———
MML Investors Services, LLC
N/A—1-1-100%$748.9K———
Perissos Private Wealth Management, LLC
N/A—1-1-100%$748.9K———
Performance Wealth Partners, LLC
N/A—1-1-100%$748.9K———
Bamco Inc
N/A—1-1-100%$748.9K———
Alpine Woods Capital Investors, LLC
N/A—1-1-100%$748.9K———
Perennial Investment Advisors, LLC
N/A—1-1-100%$748.9K———
Whalerock Point Partners, LLC
N/A—1-1-100%$748.9K———
Harbor Advisors LLC
N/A—1-1-100%$748.9K———
Payne Capital LLC
N/A—1-1-100%$748.9K———
Alongside, LLC
N/A—1-1-100%$748.9K———
Azimuth Capital Investment Management LLC
N/A—1-1-100%$748.9K———
Magnolia Private Wealth, LLC
N/A—1-1-100%$748.9K———
Meridian Wealth Partners, LLC
N/A—1-1-100%$748.9K———
Hill Investment Group Partners, LLC
N/A—1-1-100%$748.9K———
Pallas Capital Advisors LLC
N/A—1-1-100%$748.9K———
Hyperion Capital Advisors LP
N/A—1-1-100%$748.9K———
Warburton Capital Management, LLC
N/A—1-1-100%$748.0K———
Atom Investors LP
N/A—1-1-100%$748.9K———
IAT Reinsurance Co Ltd.
N/A—1-1-100%$748.9K———
IHT Wealth Management, LLC
N/A—1-1-100%$748.9K———
Pinney & Scofield, Inc.
N/A—1-1-100%$748.9K———
PIN OAK Investment Advisors Inc
N/A—1-1-100%$749.0K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1-1-100%$748.9K———
Aspen Grove Capital, LLC
N/A—1-1-100%$748.9K———
Aspen Capital Management, LLC
N/A—1-1-100%$748.9K———
Arvest Bank Trust Division
N/A—1-1-100%$748.9K———
Arrowroot Family Office, LLC
N/A—1-1-100%$748.9K———
Impact Partnership Wealth, LLC
N/A—1-1-100%$748.9K———
WealthCollab, LLC
N/A—1-1-100%$748.9K———
PFC Capital Group, Inc.
N/A—1-1-100%$748.0K———
Integrated Investment Consultants, LLC
N/A—1-1-100%$748.9K———
ArborFi Advisors, LLC
N/A—1-1-100%$748.9K———
Integrity Wealth Solutions LLC
N/A—1-1-100%$748.9K———
Intrinsic Value Partners, LLC
N/A—1-1-100%$748.9K———
Investidor Profissional Gestao de Recursos Ltda.
N/A—1-1-100%$748.9K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1-1-100%$748.9K———
Annandale Capital, LLC
N/A—1-1-100%$749.0K———
Iron Gate Global Advisors LLC
N/A—1-1-100%$748.9K———
Oxbow Advisors, LLC
N/A—1-1-100%$748.9K———
Ameritas Advisory Services, LLC
N/A—1-1-100%$748.9K———
Orion Porfolio Solutions, LLC
N/A—1-1-100%$748.9K———
American Money Management, LLC
N/A—1-1-100%$748.9K———
Westend Capital Management, LLC
N/A—1-1-100%$748.9K———
J. M. Brown & Associates Inc.
N/A—1-1-100%$748.9K———
Measured Wealth Private Client Group, LLC
N/A—1-1-100%$748.9K———
American Investment Services, Inc.
N/A—1-1-100%$748.9K———
American Alpha Advisors, LLC
N/A—1-1-100%$748.9K———
OneDigital Investment Advisors LLC
N/A—1-1-100%$748.9K———
One Degree Advisors Inc
N/A—1-1-100%$751.0K———
Oxford Financial Group, Ltd. LLC
N/A—1-1-100%$748.9K———
Knightsbridge Asset Management, LLC
N/A—1-1-100%$754.8K———
McMillan Office, Inc.
N/A—1-1-100%$748.9K———
Kapstone Financial Advisors LLC
N/A—1-1-100%$748.9K———
Alley Investment Management Company, LLC
N/A—1-1-100%$748.9K———
Kilter Group LLC
N/A—1-1-100%$748.9K———
McLean Asset Management Corp
N/A—1-1-100%$766.6K———
49 Wealth Management, LLC
N/A—1-1-100%$748.9K———
Night Owl Capital Management, LLC
N/A—1-1-100%$748.9K———
Lazard Asset Management LLC
N/A—1-1-100%$748.9K———
YCG, LLC
N/A—1-1-100%$748.9K———
Leavell Investment Management, Inc.
N/A—1-1-100%$748.9K———
Level Four Advisory Services, LLC
N/A—1-1-100%$748.9K———
LOS Angeles Capital Management LLC
N/A—1-1-100%$748.9K———
Tower Bridge Advisors
N/A—1-1-100%$748.9K———
a16z Perennial Management, L.P.
N/A—1-1-100%$748.9K———
Cozad Asset Management Inc
N/A—1-1-100%$748.9K———
Capital Group Private Client Services, Inc.
N/A—1-1-100%$748.9K———
Cofg Advisors, LLC
N/A—1-1-100%$748.9K———
Swisher Financial Concepts, Inc.
N/A—1-1-100%$748.9K———
Twin Focus Capital Partners, LLC
N/A—1-1-100%$748.9K———
Checchi Capital Advisers, LLC
N/A—1-1-100%$748.9K———
Stratos Investment Management, LLC
N/A—1-1-100%$748.9K———
Strategic Investment Advisors / MI
N/A—1-1-100%$748.9K———
Citizens Business Bank
N/A—1-1-100%$748.9K———
Marshall Financial Group, LLC
N/A—1-1-100%$748.9K———
Clare Market Investments LLC
N/A—1-1-100%$748.9K———
Lafayette Investments, Inc.
N/A—1-1-100%$748.9K———
Clarkston Capital Partners, LLC
N/A—1-1-100%$748.9K———
Steamboat Capital Partners, LLC
N/A—1-1-100%$748.9K———
Collier Financial
N/A—1-1-100%$748.9K———
Spartan Wealth Advisory Services LLC
N/A—1-1-100%$748.9K———
Tilson Financial Group, Inc.
N/A—1-1-100%$748.9K———
Timber Creek Capital Management LLC
N/A—1-1-100%$748.9K———
Sonoma Allocations LLC
N/A—1-1-100%$754.4K———
Continuum Advisory, LLC
N/A—1-1-100%$748.9K———
Cary Street Partners Financial LLC
N/A—1-1-100%$748.9K———
Showing 1450 of 1450 institutions