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Berkshire Hathaway Inc (BRK/B)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares10,680,834 from 10,534,399
Change+146,435 (+1%)
Value$5.3B (+$47.2M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares7,385,848 from 7,475,812
Change-89,964 (-1%)
Value$3.7B (-$62.5M)
Filed 2026-11-04
Assenagon Asset Management S.A.
INCREASED
Shares4,558,653 from 3,348,757
Change+1,209,896 (+36%)
Value$2.3B (+$594.3M)
Filed 2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares4,241,407 from 3,946,324
Change+295,083 (+7%)
Value$2.1B (+$137.3M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares3,236,670 from 3,276,032
Change-39,362 (-1%)
Value$1.6B (-$27.6M)
Filed 2026-10-29
Creative Planning
INCREASED
Shares2,878,494 from 2,847,386
Change+31,108 (+1%)
Value$1.4B (+$8.5M)
Filed 2026-11-02
Principal Financial Group Inc
INCREASED
Shares2,506,515 from 2,391,693
Change+114,822 (+5%)
Value$1.2B (+$51.3M)
Filed 2026-11-02
Flossbach VON Storch SE
DECREASED
Shares2,451,783 from 2,508,197
Change-56,414 (-2%)
Value$1.2B (-$34.2M)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares1,953,107 from 2,256,658
Change-303,551 (-13%)
Value$972.5M (-$156.7M)
Filed 2026-11-04
Tetrad Corp
UNCHANGED
Shares1,923,123 from 1,923,123
Change0 (0%)
Value$957.6M (-$4.7M)
Filed 2026-10-06
Markel Group Inc.
UNCHANGED
Shares1,531,971 from 1,531,971
Change0 (0%)
Value$762.8M (-$3.7M)
Filed 2026-10-30
Rothschild & Co Wealth Management UK Ltd
DECREASED
Shares1,447,532 from 1,458,512
Change-10,980 (-1%)
Value$720.8M (-$9.0M)
Filed 2026-10-20
New York State Teachers Retirement System
DECREASED
Shares1,368,161 from 1,403,401
Change-35,240 (-3%)
Value$681.3K (-$701.6M)
Filed 2026-10-22
Swedbank AB
INCREASED
Shares1,248,821 from 1,206,866
Change+41,955 (+3%)
Value$621.9M (+$17.9M)
Filed 2026-10-27
Yacktman Asset Management LP
INCREASED
Shares1,171,687 from 1,161,530
Change+10,157 (+1%)
Value$583.4M (+$2.2M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares1,166,383 from 1,170,560
Change-4,177 (0%)
Value$580.8M (-$4.9M)
Filed 2026-11-05
Check Capital Management Inc
DECREASED
Shares1,097,756 from 2,238,150
Change-1,140,394 (-51%)
Value$546.6M (-$573.3M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares1,000,785 from 1,070,077
Change-69,292 (-6%)
Value$498.3M (-$37.1M)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED
Shares986,760 from 980,399
Change+6,361 (+1%)
Value$491.4M (+$776.8K)
Filed 2026-11-05
KBC Group NV
INCREASED
Shares820,031 from 487,552
Change+332,479 (+68%)
Value$408.3K (-$243.6M)
Filed 2026-10-22
Nicholas Hoffman & Company, Llc.
INCREASED
Shares800,569 from 798,010
Change+2,559 (+0%)
Value$398.6M (-$672.9K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares798,546 from 723,113
Change+75,433 (+10%)
Value$397.7M (+$50.6M)
Filed 2026-10-13
Pictet Asset Management Holding SA
INCREASED
Shares785,919 from 706,745
Change+79,174 (+11%)
Value$391.3M (+$37.7M)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares775,426 from 799,586
Change-24,160 (-3%)
Value$386.1M (-$14.0M)
Filed 2026-11-05
Retirement Systems of Alabama
INCREASED
Shares762,410 from 737,029
Change+25,381 (+3%)
Value$379.6M (+$10.8M)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares705,870 from 712,934
Change-7,064 (-1%)
Value$352.1M (-$3.9M)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares671,783 from 743,469
Change-71,686 (-10%)
Value$334.5K (-$371.7M)
Filed 2026-11-02
Asset Management One Co., Ltd.
INCREASED
Shares639,905 from 619,590
Change+20,315 (+3%)
Value$318.6M (+$8.6M)
Filed 2026-10-27
Everett Harris & Co
DECREASED
Shares632,090 from 635,745
Change-3,655 (-1%)
Value$314.7M (-$3.4M)
Filed 2026-10-28
DekaBank Deutsche Girozentrale
DECREASED
Shares596,194 from 607,262
Change-11,068 (-2%)
Value$299.9K (+$12.7K)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares578,755 from 586,775
Change-8,020 (-1%)
Value$288.2M (-$5.4M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares566,801 from 474,265
Change+92,536 (+20%)
Value$282.2M (+$44.9M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares537,805 from 548,419
Change-10,614 (-2%)
Value$267.9K (-$274.2M)
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares535,298 from 523,896
Change+11,402 (+2%)
Value$266.5M (+$4.6M)
Filed 2026-10-29
Czech National Bank
INCREASED
Shares535,117 from 521,835
Change+13,282 (+3%)
Value$266.5M (+$5.3M)
Filed 2026-10-13
Strs Ohio
DECREASED
Shares530,601 from 565,110
Change-34,509 (-6%)
Value$264.2M (-$18.6M)
Filed 2026-10-30
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares489,205 from 416,698
Change+72,507 (+17%)
Value$243.6M (+$35.1M)
Filed 2026-11-03
CIBC Asset Management Inc
INCREASED
Shares468,203 from 465,608
Change+2,595 (+1%)
Value$233.1M (+$218.5K)
Filed 2026-11-05
MacKenzie Financial Corp
DECREASED
Shares462,218 from 467,062
Change-4,844 (-1%)
Value$230.2M (-$3.6M)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
INCREASED
Shares454,323 from 451,599
Change+2,724 (+1%)
Value$226.2M (+$254.5K)
Filed 2026-11-05
Philip James Wealth Mangement, LLC
DECREASED
Shares433,605 from 434,980
Change-1,375 (0%)
Value$215.9M (-$1.7M)
Filed 2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares411,472 from 404,932
Change+6,540 (+2%)
Value$204.9M (+$2.3M)
Filed 2026-11-03
AMF Tjanstepension AB
DECREASED
Shares410,805 from 412,511
Change-1,706 (0%)
Value$204.6M (-$1.9M)
Filed 2026-10-22
MKP Capital Management, L.L.C.
DECREASED
Shares397,500 from 405,500
Change-8,000 (-2%)
Value$197.9M (-$5.0M)
Filed 2026-11-04
Sather Financial Group Inc
INCREASED
Shares397,167 from 391,900
Change+5,267 (+1%)
Value$197.8M (+$1.7M)
Filed 2026-10-30
ProShare Advisors LLC
INCREASED
Shares394,884 from 391,361
Change+3,523 (+1%)
Value$196.6M (+$799.4K)
Filed 2026-10-29
Arizona State Retirement System
INCREASED
Shares394,829 from 385,899
Change+8,930 (+2%)
Value$196.6M (+$3.5M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares386,314 from 412,534
Change-26,220 (-6%)
Value$192.4M (-$14.1M)
Filed 2026-10-15
Robeco Institutional Asset Management B.V.
INCREASED
Shares385,519 from 365,996
Change+19,523 (+5%)
Value$192.0M (+$8.8M)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares376,545 from 366,787
Change+9,758 (+3%)
Value$188.5M (+$5.2M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares374,931 from 385,346
Change-10,415 (-3%)
Value$187.8M (-$5.0M)
Filed 2026-10-16
Swiss Life Asset Management Ltd
INCREASED
Shares373,767 from 219,362
Change+154,405 (+70%)
Value$186.1M (+$76.4M)
Filed 2026-11-03
Armstrong Henry H Associates Inc
DECREASED
Shares372,534 from 375,150
Change-2,616 (-1%)
Value$185.5M (-$2.2M)
Filed 2026-10-07
Neos Investment Management LLC
INCREASED
Shares342,868 from 298,468
Change+44,400 (+15%)
Value$170.7M (+$21.4M)
Filed 2026-11-04
IFM Investors Pty Ltd
INCREASED
Shares322,718 from 302,137
Change+20,581 (+7%)
Value$160.7M (+$9.5M)
Filed 2026-10-14
Xponance LLC
INCREASED
Shares319,120 from 289,301
Change+29,819 (+10%)
Value$158.9M (+$14.1M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares318,329 from 329,329
Change-11,000 (-3%)
Value$158.5M (-$6.3M)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares318,326 from 305,386
Change+12,940 (+4%)
Value$158.5M (+$5.7M)
Filed 2026-10-28
Amalgamated Bank
DECREASED
Shares316,960 from 322,016
Change-5,056 (-2%)
Value$157.8K (-$161.0M)
Filed 2026-10-23
Maj Invest Holding A/S
DECREASED
Shares307,932 from 364,813
Change-56,881 (-16%)
Value$153.3K (-$29.2K)
Filed 2026-10-27
Rakuten Investment Management, Inc.
NEW
Shares304,889
Change+304,889
Value$153.2M
Filed 2026-10-30
Daiwa Securities Group Inc.
INCREASED
Shares300,979 from 295,281
Change+5,698 (+2%)
Value$149.9M (+$2.1M)
Filed 2026-10-29
Gateway Investment Advisers LLC
DECREASED
Shares292,951 from 313,238
Change-20,287 (-6%)
Value$145.9M (-$10.9M)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares272,441 from 290,179
Change-17,738 (-6%)
Value$135.7M (-$9.5M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares267,491 from 250,492
Change+16,999 (+7%)
Value$133.2M (+$7.9M)
Filed 2026-10-21
Saratoga Research & Investment Management
INCREASED
Shares260,270 from 257,895
Change+2,375 (+1%)
Value$129.6M (+$553.4K)
Filed 2026-10-16
Keybank National Association
INCREASED
Shares259,529 from 254,355
Change+5,174 (+2%)
Value$129.2M (+$2.0M)
Filed 2026-11-04
New York Life Investment Management LLC
INCREASED
Shares258,046 from 254,496
Change+3,550 (+1%)
Value$128.5M (+$1.1M)
Filed 2026-11-04
Calamos Advisors LLC
INCREASED
Shares257,641 from 252,430
Change+5,211 (+2%)
Value$128.3M (+$2.0M)
Filed 2026-11-02
Midwest Trust Co
INCREASED
Shares253,589 from 224,463
Change+29,126 (+13%)
Value$126.3M (+$14.0M)
Filed 2026-10-22
Border to Coast Pensions Partnership Ltd
INCREASED
Shares249,376 from 226,374
Change+23,002 (+10%)
Value$124.0K (-$113.1M)
Filed 2026-10-09
Mcdonald Capital Investors Inc
DECREASED
Shares248,492 from 281,317
Change-32,825 (-12%)
Value$123.7M (-$17.0M)
Filed 2026-10-27
LEE Danner & Bass Inc
DECREASED
Shares246,559 from 258,858
Change-12,299 (-5%)
Value$122.8M (-$6.8M)
Filed 2026-10-27
ACR Alpine Capital Research, LLC
INCREASED
Shares246,140 from 243,736
Change+2,404 (+1%)
Value$122.6M (+$602.0K)
Filed 2026-11-02
Williams Jones Wealth Management, Llc.
DECREASED
Shares240,827 from 245,649
Change-4,822 (-2%)
Value$119.9M (-$3.0M)
Filed 2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares240,482 from 241,432
Change-950 (0%)
Value$119.7M (-$1.1M)
Filed 2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares239,952 from 240,375
Change-423 (0%)
Value$119.5M (-$797.1K)
Filed 2026-10-23
Virginia Retirement Systems ET Al
DECREASED
Shares235,885 from 242,125
Change-6,240 (-3%)
Value$117.5M (-$3.7M)
Filed 2026-10-28
Tctc Holdings, LLC
INCREASED
Shares235,023 from 233,802
Change+1,221 (+1%)
Value$117.0M (+$37.5K)
Filed 2026-11-02
Factory Mutual Insurance Co
DECREASED
Shares234,150 from 235,400
Change-1,250 (-1%)
Value$116.6M (-$1.2M)
Filed 2026-10-30
Oregon Public Employees Retirement Fund
INCREASED
Shares228,972 from 225,432
Change+3,540 (+2%)
Value$114.0M (+$1.2M)
Filed 2026-10-30
Fort Washington Investment Advisors Inc
DECREASED
Shares223,990 from 255,913
Change-31,923 (-12%)
Value$111.5M (-$16.5M)
Filed 2026-10-15
State of Alaska, Department of Revenue
DECREASED
Shares223,486 from 226,698
Change-3,212 (-1%)
Value$111.3K (-$113.3M)
Filed 2026-10-15
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares222,411 from 214,533
Change+7,878 (+4%)
Value$110.7M (+$3.4M)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares217,468 from 213,014
Change+4,454 (+2%)
Value$108.3M (+$1.7M)
Filed 2026-10-26
UniSuper Management Pty Ltd
INCREASED
Shares214,242 from 187,602
Change+26,640 (+14%)
Value$106.7M (+$12.8M)
Filed 2026-10-26
King Luther Capital Management Corp
DECREASED
Shares210,361 from 222,060
Change-11,699 (-5%)
Value$104.7M (-$6.4M)
Filed 2026-11-05
Birch Hill Investment Advisors LLC
DECREASED
Shares209,721 from 212,583
Change-2,862 (-1%)
Value$104.4M (-$1.9M)
Filed 2026-10-16
OP Asset Management Ltd
INCREASED
Shares209,076 from 154,952
Change+54,124 (+35%)
Value$104.1M (+$26.6M)
Filed 2026-11-05
Hendershot Investments Inc.
DECREASED
Shares208,172 from 211,073
Change-2,901 (-1%)
Value$103.7M (-$2.0M)
Filed 2026-11-05
Nisa Investment Advisors, LLC
DECREASED
Shares207,529 from 208,539
Change-1,010 (0%)
Value$103.3M (-$1.0M)
Filed 2026-10-20
Yousif Capital Management, LLC
INCREASED
Shares200,440 from 197,284
Change+3,156 (+2%)
Value$99.8M (+$1.1M)
Filed 2026-10-22
Carnegie Investment Counsel
DECREASED
Shares195,894 from 196,097
Change-203 (0%)
Value$95.8M (-$580.2K)
Filed 2026-10-20
Mutual of America Capital Management LLC
INCREASED
Shares190,140 from 188,851
Change+1,289 (+1%)
Value$94.7M (+$181.1K)
Filed 2026-10-23
Pacifica Capital Investments, LLC
DECREASED
Shares187,967 from 188,467
Change-500 (0%)
Value$93.6M (-$708.8K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares187,036 from 180,564
Change+6,472 (+4%)
Value$92.6M (+$2.3M)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
DECREASED
Shares179,155 from 179,211
Change-56 (0%)
Value$89.2M (-$465.2K)
Filed 2026-10-15
Archon Partners LLC
UNCHANGED
Shares176,800 from 176,800
Change0 (0%)
Value$88.0M (-$431.4K)
Filed 2026-10-26
Howland Capital Management LLC
DECREASED
Shares175,911 from 178,472
Change-2,561 (-1%)
Value$87.6M (-$1.7M)
Filed 2026-10-22
Salem Investment Counselors Inc
DECREASED
Shares172,196 from 173,198
Change-1,002 (-1%)
Value$85.7M (-$921.5K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
DECREASED
Shares165,192 from 170,178
Change-4,986 (-3%)
Value$82.3M (-$2.9M)
Filed 2026-10-27
Segment Wealth Management, LLC
DECREASED
Shares161,741 from 163,605
Change-1,864 (-1%)
Value$80.5M (-$1.3M)
Filed 2026-10-26
Manitou Investment Management Ltd.
DECREASED
Shares160,790 from 169,256
Change-8,466 (-5%)
Value$80.1M (-$4.6M)
Filed 2026-10-15
Shayne & Jacobs, LLC
DECREASED
Shares159,485 from 160,087
Change-602 (0%)
Value$79.4M (-$690.4K)
Filed 2026-10-21
Clifford Swan Investment Counsel LLC
DECREASED
Shares159,113 from 161,414
Change-2,301 (-1%)
Value$79.2M (-$1.5M)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares159,035 from 159,631
Change-596 (0%)
Value$79.2M (-$686.2K)
Filed 2026-10-30
Smith Chas P & Associates PA Cpas
DECREASED
Shares157,784 from 159,093
Change-1,309 (-1%)
Value$83.9M (+$4.3M)
Filed 2026-10-22
Ardent Capital Management, Inc.
DECREASED
Shares155,557 from 158,324
Change-2,767 (-2%)
Value$77.5M (-$1.8M)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares155,062 from 152,340
Change+2,722 (+2%)
Value$84.1M (+$9.3M)
Filed 2026-10-27
Mraz, Amerine & Associates, Inc.
DECREASED
Shares153,999 from 156,557
Change-2,558 (-2%)
Value$76.7M (-$1.7M)
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares151,285 from 152,894
Change-1,609 (-1%)
Value$75.3M (-$1.2M)
Filed 2026-10-22
Motley Fool Asset Management LLC
DECREASED
Shares150,587 from 153,688
Change-3,101 (-2%)
Value$75.0M (-$1.9M)
Filed 2026-10-27
Edgemoor Investment Advisors, Inc.
DECREASED
Shares147,898 from 150,326
Change-2,428 (-2%)
Value$73.6M (-$1.6M)
Filed 2026-11-03
Private Management Group Inc
DECREASED
Shares147,801 from 148,451
Change-650 (0%)
Value$73.6M (-$686.2K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares142,453 from 128,402
Change+14,051 (+11%)
Value$70.9M (+$6.7M)
Filed 2026-10-08
Founders Capital Management, LLC
DECREASED
Shares140,425 from 140,600
Change-175 (0%)
Value$69.9M (-$430.2K)
Filed 2026-10-23
Vise Technologies, Inc.
NEW
Shares140,165
Change+140,165
Value$69.8M
Filed 2026-10-29
Hosking Partners LLP
DECREASED
Shares139,170 from 150,263
Change-11,093 (-7%)
Value$69.3M (-$5.9M)
Filed 2026-10-21
Glenview Trust Co
INCREASED
Shares139,008 from 135,504
Change+3,504 (+3%)
Value$69.2M (+$1.4M)
Filed 2026-10-28
ASR Vermogensbeheer N.V.
INCREASED
Shares138,798 from 117,166
Change+21,632 (+18%)
Value$69.1M (+$10.5M)
Filed 2026-10-16
Baxter Bros Inc
DECREASED
Shares138,189 from 138,780
Change-591 (0%)
Value$68.8M (-$633.1K)
Filed 2026-11-04
Greenleaf Trust
DECREASED
Shares138,133 from 141,687
Change-3,554 (-3%)
Value$68.8M (-$2.1M)
Filed 2026-10-29
Parsons Capital Management Inc
DECREASED
Shares137,907 from 138,141
Change-234 (0%)
Value$68.7M (-$453.6K)
Filed 2026-10-28
Parthenon LLC
DECREASED
Shares136,634 from 136,778
Change-144 (0%)
Value$68.0M (-$405.4K)
Filed 2026-10-22
Solitude Financial Services
INCREASED
Shares135,723 from 133,063
Change+2,660 (+2%)
Value$67.6M (+$999.9K)
Filed 2026-10-26
Trust Co of Vermont
INCREASED
Shares135,255 from 128,488
Change+6,767 (+5%)
Value$67.4M (+$3.1M)
Filed 2026-10-21
Central Trust Co
DECREASED
Shares135,103 from 135,390
Change-287 (0%)
Value$67.3M (-$473.3K)
Filed 2026-11-05
Northeast Investment Management
DECREASED
Shares134,669 from 134,982
Change-313 (0%)
Value$67.1M (-$485.2K)
Filed 2026-10-30
Culbertson A N & Co Inc
INCREASED
Shares134,392 from 128,286
Change+6,106 (+5%)
Value$66.9M (+$2.7M)
Filed 2026-10-21
Illinois Municipal Retirement Fund
INCREASED
Shares133,099 from 122,816
Change+10,283 (+8%)
Value$66.3M (+$4.8M)
Filed 2026-11-05
Lountzis Asset Management, LLC
INCREASED
Shares132,808 from 132,597
Change+211 (+0%)
Value$66.1M (-$218.5K)
Filed 2026-10-30
Busey Bank
DECREASED
Shares131,409 from 132,895
Change-1,486 (-1%)
Value$65.4M (-$1.1M)
Filed 2026-10-26
DDD Partners, LLC
INCREASED
Shares130,549 from 112,658
Change+17,891 (+16%)
Value$65.0M (+$8.6M)
Filed 2026-11-02
Mogy Joel R Investment Counsel Inc
DECREASED
Shares129,212 from 129,970
Change-758 (-1%)
Value$64.3M (-$694.6K)
Filed 2026-10-13
Obermeyer Wealth Partners
DECREASED
Shares128,601 from 131,389
Change-2,788 (-2%)
Value$64.0M (-$1.7M)
Filed 2026-10-21
Seizert Capital Partners, LLC
INCREASED
Shares128,259 from 126,481
Change+1,778 (+1%)
Value$63.9M (+$576.7K)
Filed 2026-10-30
Prospera Financial Services Inc
DECREASED
Shares122,907 from 130,881
Change-7,974 (-6%)
Value$66.7M (+$1.2M)
Filed 2026-11-04
Cullen T Bankers, Inc.
DECREASED
Shares119,930 from 123,714
Change-3,784 (-3%)
Value$59.7M (-$2.2M)
Filed 2026-10-28
Private Wealth Partners, LLC
INCREASED
Shares118,649 from 115,203
Change+3,446 (+3%)
Value$59.1M (+$1.4M)
Filed 2026-10-22
Stack Financial Management, Inc
DECREASED
Shares118,498 from 119,231
Change-733 (-1%)
Value$59.0M (-$655.9K)
Filed 2026-11-02
Intelligent Financial Strategies
DECREASED
Shares117,215 from 120,403
Change-3,188 (-3%)
Value$58.4M (-$1.9M)
Filed 2026-10-16
AM Investment Strategies LLC
DECREASED
Shares116,340 from 118,180
Change-1,840 (-2%)
Value$57.9K (-$1.2K)
Filed 2026-11-05
Welch & Forbes LLC
DECREASED
Shares115,447 from 115,656
Change-209 (0%)
Value$57.5M (-$386.3K)
Filed 2026-11-04
Farmers & Merchants Investments Inc
DECREASED
Shares114,085 from 114,155
Change-70 (0%)
Value$56.8M (-$313.4K)
Filed 2026-10-22
Chemistry Wealth Management LLC
INCREASED
Shares114,025 from 113,140
Change+885 (+1%)
Value$56.8M (+$164.8K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares114,022 from 110,971
Change+3,051 (+3%)
Value$56.8M (+$1.3M)
Filed 2026-10-08
ABN Amro Investment Solutions
INCREASED
Shares113,266 from 86,322
Change+26,944 (+31%)
Value$56.4M (+$13.2M)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares111,727 from 114,079
Change-2,352 (-2%)
Value$55.6M (-$1.4M)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares111,422 from 110,601
Change+821 (+1%)
Value$55.5M (+$138.7K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares111,145 from 105,406
Change+5,739 (+5%)
Value$55.3M (+$2.6M)
Filed 2026-10-23
Asset Management Advisors, LLC
DECREASED
Shares111,040 from 112,220
Change-1,180 (-1%)
Value$55.3M (-$861.4K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares110,314 from 101,823
Change+8,491 (+8%)
Value$54.9M (+$4.0M)
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares109,630 from 106,292
Change+3,338 (+3%)
Value$54.6M (+$1.4M)
Filed 2026-10-28
Gulf International Bank (UK) Ltd
INCREASED
Shares109,577 from 106,642
Change+2,935 (+3%)
Value$54.6K (-$53.3M)
Filed 2026-10-20
Florida Trust Wealth Management Co
DECREASED
Shares108,195 from 109,320
Change-1,125 (-1%)
Value$53.9M (-$826.9K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares107,648 from 109,134
Change-1,486 (-1%)
Value$53.6M (-$1.0M)
Filed 2026-10-27
New Capital Management LP
DECREASED
Shares106,941 from 107,130
Change-189 (0%)
Value$53.3M (-$355.5K)
Filed 2026-10-29
Vestor Capital, LLC
DECREASED
Shares106,428 from 513,418
Change-406,990 (-79%)
Value$18.0K (-$11.3K)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares106,140 from 106,788
Change-648 (-1%)
Value$52.9M (-$583.2K)
Filed 2026-10-20
Aegon Asset Management UK PLC
DECREASED
Shares105,984 from 106,841
Change-857 (-1%)
Value$52.8M (-$687.4K)
Filed 2026-11-04
Cullen Investment Group, Ltd.
INCREASED
Shares105,753 from 105,501
Change+252 (+0%)
Value$54.7M (+$1.9M)
Filed 2026-10-13
Saybrook Capital
DECREASED
Shares105,730 from 105,995
Change-265 (0%)
Value$52.6M (-$390.6K)
Filed 2026-10-27
Citadel Investment Advisory, Inc.
DECREASED
Shares104,359 from 104,793
Change-434 (0%)
Value$52.0M (-$470.0K)
Filed 2026-10-15
Cohen Klingenstein LLC
DECREASED
Shares104,185 from 105,274
Change-1,089 (-1%)
Value$51.9M (-$799.1K)
Filed 2026-10-15
Smith Salley Wealth Management
INCREASED
Shares103,699 from 101,635
Change+2,064 (+2%)
Value$51.6M (+$779.7K)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares102,425 from 77,205
Change+25,220 (+33%)
Value$51.0M (+$12.4M)
Filed 2026-10-28
Associated Banc-Corp
DECREASED
Shares101,576 from 104,096
Change-2,520 (-2%)
Value$50.6M (-$1.5M)
Filed 2026-10-30
Academy Capital Management
DECREASED
Shares101,464 from 105,008
Change-3,544 (-3%)
Value$50.5M (-$2.0M)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares101,448 from 103,121
Change-1,673 (-2%)
Value$50.5M (-$1.1M)
Filed 2026-11-03
Grandfield & Dodd, LLC
INCREASED
Shares100,929 from 100,110
Change+819 (+1%)
Value$50.3M (+$163.6K)
Filed 2026-10-29
Avior Wealth Management, LLC
DECREASED
Shares100,808 from 104,840
Change-4,032 (-4%)
Value$50.2M (-$2.3M)
Filed 2026-10-13
Defender Capital, Llc.
DECREASED
Shares100,299 from 101,329
Change-1,030 (-1%)
Value$49.9M (-$760.1K)
Filed 2026-10-01
BSN Capital Partners Ltd
NEW
Shares100,000
Change+100,000
Value$50.7M
Filed 2026-10-23
Lincoln Capital LLC
DECREASED
Shares99,989 from 100,250
Change-261 (0%)
Value$49.9M (-$313.6K)
Filed 2026-10-09
Hartford Investment Management Co
DECREASED
Shares99,728 from 101,373
Change-1,645 (-2%)
Value$49.7M (-$1.1M)
Filed 2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares96,513 from 96,513
Change0 (0%)
Value$48.1M (-$235.5K)
Filed 2026-10-30
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares96,402 from 97,481
Change-1,079 (-1%)
Value$48.0M (-$775.1K)
Filed 2026-10-14
Crossmark Global Holdings, Inc.
DECREASED
Shares96,345 from 99,072
Change-2,727 (-3%)
Value$48.0M (-$1.6M)
Filed 2026-10-21
Tweedy, Browne Co LLC
DECREASED
Shares95,058 from 97,625
Change-2,567 (-3%)
Value$47.3M (-$1.5M)
Filed 2026-11-04
Norris Perne & French LLP
INCREASED
Shares94,959 from 94,671
Change+288 (+0%)
Value$47.3M (-$87.9K)
Filed 2026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares94,606 from 96,116
Change-1,510 (-2%)
Value$47.1M (-$986.4K)
Filed 2026-10-05
First Nebraska Trust Co
DECREASED
Shares94,603 from 95,578
Change-975 (-1%)
Value$47.1M (-$718.9K)
Filed 2026-10-30
Foundation Resource Management Inc
DECREASED
Shares93,693 from 95,399
Change-1,706 (-2%)
Value$46.7M (-$1.1M)
Filed 2026-10-19
Norman Fields, Gottscho Capital Management, LLC
DECREASED
Shares93,412 from 96,443
Change-3,031 (-3%)
Value$46.5M (-$1.7M)
Filed 2026-10-05
Harvey Investment Co LLC
DECREASED
Shares93,184 from 93,994
Change-810 (-1%)
Value$46.4K (-$47.0M)
Filed 2026-10-20
Bokf, NA
INCREASED
Shares92,927 from 78,826
Change+14,101 (+18%)
Value$46.3M (+$6.8M)
Filed 2026-10-27
New Mexico Educational Retirement Board
UNCHANGED
Shares92,557 from 92,557
Change0 (0%)
Value$46.1K (-$46.3M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares91,600 from 93,700
Change-2,100 (-2%)
Value$45.6M (-$1.3M)
Filed 2026-10-20
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares89,674 from 89,746
Change-72 (0%)
Value$45.4M (-$66.0K)
Filed 2026-10-19
Matthew Goff Investment Advisor, LLC
DECREASED
Shares86,833 from 86,849
Change-16 (0%)
Value$43.2M (-$219.9K)
Filed 2026-10-13
Allen Capital Group, LLC
DECREASED
Shares86,111 from 89,190
Change-3,079 (-3%)
Value$42.9M (-$1.8M)
Filed 2026-10-27
Generate Investment Management Ltd
INCREASED
Shares86,047 from 71,938
Change+14,109 (+20%)
Value$42.8M (+$6.9M)
Filed 2026-10-14
Mill Capital Management, LLC
DECREASED
Shares84,350 from 86,700
Change-2,350 (-3%)
Value$42.0M (-$1.4M)
Filed 2026-10-26
TrinityBridge Ltd
DECREASED
Shares84,158 from 84,627
Change-469 (-1%)
Value$41.9K (-$42.3M)
Filed 2026-10-30
SP Asset Management LLC
DECREASED
Shares83,328 from 115,167
Change-31,839 (-28%)
Value$41.5M (-$16.1M)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares82,591 from 82,424
Change+167 (+0%)
Value$41.1M (-$118.0K)
Filed 2026-10-19
Baskin Financial Services Inc.
DECREASED
Shares82,200 from 84,076
Change-1,876 (-2%)
Value$40.9K (-$1.1K)
Filed 2026-10-19
Philadelphia Trust Co
DECREASED
Shares81,365 from 86,575
Change-5,210 (-6%)
Value$40.5K (-$43.3M)
Filed 2026-11-05
Confluence Investment Management LLC
DECREASED
Shares80,732 from 86,570
Change-5,838 (-7%)
Value$40.2M (-$3.1M)
Filed 2026-10-01
CWA Asset Management Group, LLC
INCREASED
Shares79,191 from 78,903
Change+288 (+0%)
Value$39.4M (-$49.2K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
INCREASED
Shares78,553 from 70,395
Change+8,158 (+12%)
Value$39.1M (+$3.9M)
Filed 2026-11-04
Ervin Investment Management, LLC
DECREASED
Shares78,538 from 78,831
Change-293 (0%)
Value$39.1M (-$338.2K)
Filed 2026-10-23
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares78,477 from 80,113
Change-1,636 (-2%)
Value$39.1M (-$1.0M)
Filed 2026-10-30
Parallel Advisors, LLC
DECREASED
Shares77,279 from 77,660
Change-381 (0%)
Value$38.5M (-$379.2K)
Filed 2026-11-03
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares76,821 from 75,887
Change+934 (+1%)
Value$38.3K (-$37.9M)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares76,626 from 73,775
Change+2,851 (+4%)
Value$38.2M (+$1.2M)
Filed 2026-10-23
Boston Trust Walden Corp
DECREASED
Shares76,530 from 76,587
Change-57 (0%)
Value$38.1M (-$215.3K)
Filed 2026-10-30
Cadinha & Co LLC
INCREASED
Shares75,568 from 75,269
Change+299 (+0%)
Value$37.6M (-$34.8K)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares75,155 from 79,219
Change-4,064 (-5%)
Value$37.4M (-$2.2M)
Filed 2026-10-23
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares74,771 from 85,695
Change-10,924 (-13%)
Value$37.2K (-$42.8M)
Filed 2026-10-22
McCollum Christoferson Group LLC
INCREASED
Shares74,723 from 700
Change+74,023 (+10575%)
Value$512.0K (+$161.8K)
Filed 2026-10-13
Baker Ellis Asset Management LLC
INCREASED
Shares74,579 from 74,119
Change+460 (+1%)
Value$37.1M (+$48.2K)
Filed 2026-10-14
Adams Diversified Equity Fund, Inc.
DECREASED
Shares74,343 from 83,843
Change-9,500 (-11%)
Value$37.0M (-$4.9M)
Filed 2026-10-21
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares74,000
Change+74,000
Value$36.8M
Filed 2026-11-04
Steginsky Capital LLC
DECREASED
Shares73,758 from 74,430
Change-672 (-1%)
Value$36.7K (-$516)
Filed 2026-10-07
Arthur M. Cohen & Associates, LLC
DECREASED
Shares73,015 from 73,579
Change-564 (-1%)
Value$36.4M (-$460.4K)
Filed 2026-10-26
Aspiriant, LLC
DECREASED
Shares72,193 from 72,942
Change-749 (-1%)
Value$35.9M (-$550.9K)
Filed 2026-10-16
Kanawha Capital Management LLC
DECREASED
Shares72,037 from 72,484
Change-447 (-1%)
Value$35.9M (-$399.4K)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares71,402 from 73,061
Change-1,659 (-2%)
Value$35.6M (-$1.0M)
Filed 2026-10-09
Security National Bank
INCREASED
Shares70,894 from 70,189
Change+705 (+1%)
Value$35.3M (+$179.8K)
Filed 2026-10-26
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares70,878 from 70,882
Change-4 (0%)
Value$35.3M (-$174.9K)
Filed 2026-10-09
Brighton Jones LLC
INCREASED
Shares70,867 from 67,518
Change+3,349 (+5%)
Value$35.3M (+$1.5M)
Filed 2026-11-03
Regions Financial Corp
DECREASED
Shares70,844 from 73,669
Change-2,825 (-4%)
Value$35.3M (-$1.6M)
Filed 2026-11-05
Greenwood Gearhart LLC
INCREASED
Shares70,549 from 68,878
Change+1,671 (+2%)
Value$35.1M (+$664.0K)
Filed 2026-11-02
Braun Stacey Associates Inc
INCREASED
Shares70,378 from 70,264
Change+114 (+0%)
Value$35.0M (-$114.7K)
Filed 2026-10-19
Locust Wood Capital Advisers, LLC
INCREASED
Shares69,820 from 66,424
Change+3,396 (+5%)
Value$34.8M (+$1.5M)
Filed 2026-11-03
Titleist Asset Management, LLC
DECREASED
Shares69,119 from 70,327
Change-1,208 (-2%)
Value$34.4M (-$772.1K)
Filed 2026-10-08
Whitegate Investment Counselors, Inc.
INCREASED
Shares68,692 from 68,110
Change+582 (+1%)
Value$34.2M (+$123.6K)
Filed 2026-11-02
Ferguson Wellman Capital Management, Inc
INCREASED
Shares67,854 from 67,305
Change+549 (+1%)
Value$33.8M (+$109.2K)
Filed 2026-10-05
White Pine Investment Co
DECREASED
Shares67,158 from 67,732
Change-574 (-1%)
Value$33.4K (-$33.9M)
Filed 2026-10-15
Reik & Co., LLC
DECREASED
Shares66,740 from 72,471
Change-5,731 (-8%)
Value$33.2M (-$3.0M)
Filed 2026-10-27
Compagnie Lombard Odier SCmA
DECREASED
Shares66,571 from 66,846
Change-275 (0%)
Value$33.1M (-$300.0K)
Filed 2026-11-04
Clear Harbor Asset Management, LLC
INCREASED
Shares66,325 from 60,444
Change+5,881 (+10%)
Value$33.0M (+$2.8M)
Filed 2026-11-05
ASO Group Ltd
INCREASED
Shares65,799 from 43,069
Change+22,730 (+53%)
Value$32.8K (-$21.5M)
Filed 2026-11-05
Diesslin Group, Inc.
DECREASED
Shares64,937 from 68,349
Change-3,412 (-5%)
Value$32.3M (-$1.9M)
Filed 2026-10-14
Washington Trust Advisors, Inc.
DECREASED
Shares64,875 from 66,264
Change-1,389 (-2%)
Value$32.3M (-$853.3K)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares64,845 from 65,910
Change-1,065 (-2%)
Value$32.3M (-$691.1K)
Filed 2026-11-04
Anchor Capital Advisors LLC
INCREASED
Shares64,446 from 61,453
Change+2,993 (+5%)
Value$32.1M (+$1.3M)
Filed 2026-11-05
Lmcg Investments, LLC
DECREASED
Shares64,430 from 64,807
Change-377 (-1%)
Value$32.1M (-$345.9K)
Filed 2026-10-21
Professional Advisory Services Inc
DECREASED
Shares63,230 from 64,394
Change-1,164 (-2%)
Value$31.5K (-$737)
Filed 2026-10-08
Gradient Investments LLC
DECREASED
Shares63,210 from 68,716
Change-5,506 (-8%)
Value$31.5M (-$2.9M)
Filed 2026-10-08
Harbor Investment Advisory, LLC
DECREASED
Shares63,200 from 64,040
Change-840 (-1%)
Value$31.5M (-$574.3K)
Filed 2026-10-13
Meridian Wealth Management, LLC
DECREASED
Shares63,111 from 74,514
Change-11,403 (-15%)
Value$31.4M (-$5.9M)
Filed 2026-11-05
WoodTrust Financial Corp
DECREASED
Shares62,968 from 63,052
Change-84 (0%)
Value$31.4K (-$31.5M)
Filed 2026-10-09
71 West Capital Partners
INCREASED
Shares62,689 from 62,290
Change+399 (+1%)
Value$31.2M (+$46.7K)
Filed 2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares62,348 from 10,712
Change+51,636 (+482%)
Value$31.0M (+$25.7M)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares62,265 from 62,540
Change-275 (0%)
Value$31.0K (-$31.3M)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares62,101 from 55,021
Change+7,080 (+13%)
Value$30.9M (+$3.4M)
Filed 2026-11-05
Poehling Capital Management, Inc.
INCREASED
Shares61,996 from 61,850
Change+146 (+0%)
Value$30.9M (-$78.2K)
Filed 2026-10-20
WealthPLAN Partners, LLC
DECREASED
Shares61,941 from 63,155
Change-1,214 (-2%)
Value$30.8M (-$758.7K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED
Shares61,505 from 62,002
Change-497 (-1%)
Value$30.6M (-$398.8K)
Filed 2026-10-23
American National Bank & Trust
DECREASED
Shares61,362 from 64,191
Change-2,829 (-4%)
Value$30.6M (-$1.6M)
Filed 2026-10-07
D'Orazio & Associates, Inc.
DECREASED
Shares61,345 from 68,256
Change-6,911 (-10%)
Value$30.5M (-$3.6M)
Filed 2026-11-04
United Community Bank
INCREASED
Shares60,771 from 60,354
Change+417 (+1%)
Value$30.3M (+$60.4K)
Filed 2026-10-28
Capital Investment Advisors, LLC
DECREASED
Shares60,580 from 61,855
Change-1,275 (-2%)
Value$30.2M (-$786.1K)
Filed 2026-10-22
Acorn Financial Advisory Services Inc
DECREASED
Shares60,499 from 61,023
Change-524 (-1%)
Value$30.1M (-$409.4K)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares60,477 from 61,173
Change-696 (-1%)
Value$30.1M (-$495.6K)
Filed 2026-10-23
Beese Fulmer Investment Management, Inc.
INCREASED
Shares60,477 from 60,475
Change+2 (0%)
Value$30.1M (-$146.6K)
Filed 2026-10-23
Bradyco, Inc.
NEW
Shares60,291
Change+60,291
Value$30.0M
Filed 2026-11-03
Stephenson & Company, Inc.
INCREASED
Shares60,005 from 58,177
Change+1,828 (+3%)
Value$29.9M (+$768.3K)
Filed 2026-10-30
Nichols & Pratt Advisers LLP
INCREASED
Shares59,604 from 58,721
Change+883 (+2%)
Value$29.8M (+$448.4K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares59,464 from 54,780
Change+4,684 (+9%)
Value$29.6M (+$2.2M)
Filed 2026-10-16
Lee Financial Co
DECREASED
Shares59,183 from 65,559
Change-6,376 (-10%)
Value$29.5M (-$3.3M)
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares59,074 from 61,254
Change-2,180 (-4%)
Value$29.4M (-$1.2M)
Filed 2026-11-05
HUB Investment Partners, LLC
DECREASED
Shares58,980 from 85,070
Change-26,090 (-31%)
Value$29.4M (-$13.2M)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares58,379 from 58,099
Change+280 (+0%)
Value$29.1M (-$2.3K)
Filed 2026-10-14
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares58,227 from 58,614
Change-387 (-1%)
Value$29.0M (-$335.9K)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares58,005 from 55,570
Change+2,435 (+4%)
Value$28.9M (+$1.1M)
Filed 2026-11-03
Heirloom Wealth Management
INCREASED
Shares57,884 from 56,873
Change+1,011 (+2%)
Value$28.8M (+$364.7K)
Filed 2026-10-14
Mather Group, Llc.
INCREASED
Shares57,809 from 46,166
Change+11,643 (+25%)
Value$28.8M (+$5.7M)
Filed 2026-10-14
Live Oak Private Wealth LLC
DECREASED
Shares57,768 from 61,850
Change-4,082 (-7%)
Value$28.8M (-$2.2M)
Filed 2026-11-02
Barlow Wealth Partners, LLC
INCREASED
Shares57,612 from 57,201
Change+411 (+1%)
Value$29.1M (+$822.7K)
Filed 2026-10-15
Carret Asset Management, LLC
DECREASED
Shares57,409 from 57,752
Change-343 (-1%)
Value$28.6M (-$311.7K)
Filed 2026-11-04
YHB Investment Advisors, Inc.
DECREASED
Shares57,326 from 59,803
Change-2,477 (-4%)
Value$28.5M (-$1.4M)
Filed 2026-10-08
Westchester Capital Management, Inc.
DECREASED
Shares57,212 from 57,422
Change-210 (0%)
Value$28.5M (-$244.7K)
Filed 2026-10-23
North Dakota State Investment Board
INCREASED
Shares57,038 from 54,845
Change+2,193 (+4%)
Value$28.4M (+$958.2K)
Filed 2026-10-27
Fisher Funds Management LTD
INCREASED
Shares57,037 from 54,037
Change+3,000 (+6%)
Value$28.4M (+$1.4M)
Filed 2026-10-13
BLB&B Advisors, LLC
DECREASED
Shares56,747 from 56,784
Change-37 (0%)
Value$28.3M (-$157.0K)
Filed 2026-10-27
GHP Investment Advisors, Inc.
DECREASED
Shares56,619 from 56,698
Change-79 (0%)
Value$28.2M (-$177.7K)
Filed 2026-10-15
Chicago Capital, LLC
INCREASED
Shares56,425 from 54,788
Change+1,637 (+3%)
Value$28.1M (+$681.5K)
Filed 2026-10-13
Strata Wealth Advisors, LLC
DECREASED
Shares56,188 from 60,758
Change-4,570 (-8%)
Value$28.0M (-$2.4M)
Filed 2026-10-16
Thompson Siegel & Walmsley LLC
DECREASED
Shares56,170 from 56,699
Change-529 (-1%)
Value$28.0K (-$28.3M)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
DECREASED
Shares56,150 from 56,832
Change-682 (-1%)
Value$28.0M (-$478.3K)
Filed 2026-10-22
Pecaut & Co.
DECREASED
Shares56,145 from 58,483
Change-2,338 (-4%)
Value$28.0M (-$1.3M)
Filed 2026-10-27
Generali Asset Management SPA SGR
INCREASED
Shares55,949 from 49,447
Change+6,502 (+13%)
Value$27.9M (+$3.1M)
Filed 2026-10-26
Franklin Street Advisors Inc
INCREASED
Shares55,645 from 55,603
Change+42 (+0%)
Value$27.7M (-$114.8K)
Filed 2026-10-13
Accredited Investors Inc.
INCREASED
Shares55,595 from 51,302
Change+4,293 (+8%)
Value$27.7M (+$2.0M)
Filed 2026-11-03
Adamsbrown Wealth Consultants LLC
INCREASED
Shares55,403 from 53,317
Change+2,086 (+4%)
Value$27.6M (+$908.7K)
Filed 2026-10-20
Violich Capital Management, Inc.
DECREASED
Shares55,076 from 55,826
Change-750 (-1%)
Value$27.4M (-$509.7K)
Filed 2026-10-05
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares54,433 from 55,263
Change-830 (-1%)
Value$27.1M (-$548.1K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares54,069 from 48,397
Change+5,672 (+12%)
Value$26.9M (+$2.7M)
Filed 2026-10-08
Ridgewood Investments LLC
INCREASED
Shares53,852 from 46,686
Change+7,166 (+15%)
Value$26.8M (+$3.5M)
Filed 2026-10-05
Perigon Wealth Management, LLC
DECREASED
Shares53,848 from 61,830
Change-7,982 (-13%)
Value$26.8M (-$4.1M)
Filed 2026-10-22
Mirador Capital Partners LP
INCREASED
Shares53,667 from 52,270
Change+1,397 (+3%)
Value$26.7M (+$568.0K)
Filed 2026-10-09
Tokio Marine Asset Management Co LTD
INCREASED
Shares53,437 from 50,731
Change+2,706 (+5%)
Value$26.6M (+$1.2M)
Filed 2026-10-26
Allen Investment Management, LLC
DECREASED
Shares53,245 from 55,744
Change-2,499 (-4%)
Value$26.5M (-$1.4M)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares52,097 from 41,141
Change+10,956 (+27%)
Value$25.9M (+$5.4M)
Filed 2026-11-04
Carnegie Lake Advisors LLC
INCREASED
Shares51,792 from 23,960
Change+27,832 (+116%)
Value$11.9M (-$63.4K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares51,674 from 45,748
Change+5,926 (+13%)
Value$25.7M (+$2.8M)
Filed 2026-10-15
Henshaw Capital LLC
UNCHANGED
Shares51,650 from 51,650
Change0 (0%)
Value$25.7M (-$126.0K)
Filed 2026-11-03
True North Advisors, LLC
INCREASED
Shares51,520 from 49,257
Change+2,263 (+5%)
Value$25.7M (+$1.0M)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares51,483 from 51,272
Change+211 (+0%)
Value$25.6M (-$20.3K)
Filed 2026-11-03
Hendley & Co Inc
DECREASED
Shares51,292 from 51,337
Change-45 (0%)
Value$25.5K (-$148)
Filed 2026-10-29
Well Done, LLC
DECREASED
Shares51,204 from 51,648
Change-444 (-1%)
Value$25.5M (-$347.1K)
Filed 2026-10-20
Adams Asset Advisors, LLC
UNCHANGED
Shares50,700 from 50,700
Change0 (0%)
Value$25.2M (-$123.7K)
Filed 2026-10-08
Sapient Capital LLC
DECREASED
Shares50,190 from 50,423
Change-233 (0%)
Value$25.0M (-$239.1K)
Filed 2026-10-08
RMR Capital Management, LLC
DECREASED
Shares50,091 from 50,103
Change-12 (0%)
Value$24.9M (-$128.2K)
Filed 2026-10-23
Canerector Inc
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$24.9M (-$122.0K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares49,937 from 39,582
Change+10,355 (+26%)
Value$24.9M (+$5.1M)
Filed 2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares49,681 from 54,186
Change-4,505 (-8%)
Value$24.7M (-$2.4M)
Filed 2026-10-22
Fulton Breakefield Broenniman LLC
DECREASED
Shares49,377 from 49,763
Change-386 (-1%)
Value$24.6M (-$313.5K)
Filed 2026-11-03
Sculati Wealth Management, LLC
INCREASED
Shares49,333 from 48,753
Change+580 (+1%)
Value$25.5M (+$1.6M)
Filed 2026-10-19
Evergreen Capital Management LLC
INCREASED
Shares49,247 from 45,087
Change+4,160 (+9%)
Value$24.5M (+$2.0M)
Filed 2026-10-23
Solidarity Wealth, LLC
DECREASED
Shares48,975 from 49,985
Change-1,010 (-2%)
Value$24.4M (-$624.9K)
Filed 2026-10-15
Integrity Alliance, Llc.
DECREASED
Shares48,757 from 49,464
Change-707 (-1%)
Value$24.3M (-$472.8K)
Filed 2026-10-29
Arbejdsmarkedets Tillaegspension
NEW
Shares48,600
Change+48,600
Value$24.2M
Filed 2026-10-30
Nations Financial Group Inc,
DECREASED
Shares48,170 from 51,206
Change-3,036 (-6%)
Value$24.0M (-$1.6M)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares48,100 from 41,832
Change+6,268 (+15%)
Value$23.7M (+$2.8M)
Filed 2026-10-21
WealthPlan Investment Management, LLC
DECREASED
Shares47,825 from 48,597
Change-772 (-2%)
Value$23.8M (-$502.6K)
Filed 2026-10-15
WP Advisors, LLC
INCREASED
Shares47,808 from 47,545
Change+263 (+1%)
Value$23.8M (+$15.0K)
Filed 2026-10-22
J. L. Bainbridge & Co., Inc.
DECREASED
Shares47,655 from 48,285
Change-630 (-1%)
Value$23.7M (-$431.5K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares47,593 from 49,053
Change-1,460 (-3%)
Value$23.7K (-$24.5M)
Filed 2026-10-22
Patten Group, Inc.
INCREASED
Shares47,170 from 46,243
Change+927 (+2%)
Value$23.5M (+$348.8K)
Filed 2026-10-26
Alta Capital Management LLC/
DECREASED
Shares46,802 from 55,746
Change-8,944 (-16%)
Value$23.3M (-$4.6M)
Filed 2026-10-26
Beacon Financial Group
DECREASED
Shares46,204 from 48,031
Change-1,827 (-4%)
Value$23.0M (-$1.0M)
Filed 2026-10-19
Harbour Trust & Investment Management Co
DECREASED
Shares46,185 from 46,868
Change-683 (-1%)
Value$23.0M (-$454.5K)
Filed 2026-10-28
Bahl & Gaynor LLC
DECREASED
Shares45,928 from 46,017
Change-89 (0%)
Value$22.9M (-$156.6K)
Filed 2026-11-05
Quadrant Capital Group LLC
DECREASED
Shares45,922 from 46,476
Change-554 (-1%)
Value$23.9M (+$650.4K)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares45,499 from 39,346
Change+6,153 (+16%)
Value$23.3M (+$3.8M)
Filed 2026-10-09
Park National Corp
DECREASED
Shares45,459 from 46,039
Change-580 (-1%)
Value$22.6M (-$401.1K)
Filed 2026-10-05
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares44,645 from 44,645
Change0 (0%)
Value$22.2M (-$108.9K)
Filed 2026-10-19
Absher Wealth Management, LLC
INCREASED
Shares44,426 from 43,653
Change+773 (+2%)
Value$22.1M (+$278.4K)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED
Shares44,246 from 43,188
Change+1,058 (+2%)
Value$22.0M (+$421.5K)
Filed 2026-10-22
MGO One Seven LLC
INCREASED
Shares43,999 from 43,975
Change+24 (+0%)
Value$21.9M (-$95.3K)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares43,801 from 42,085
Change+1,716 (+4%)
Value$22.2M (+$963.3K)
Filed 2026-10-08
Lawson Kroeker Investment Management Inc
DECREASED
Shares43,364 from 44,113
Change-749 (-2%)
Value$21.6M (-$480.6K)
Filed 2026-10-22
Tennessee Valley Asset Management Partners
DECREASED
Shares43,362 from 43,830
Change-468 (-1%)
Value$21.6M (-$340.1K)
Filed 2026-11-03
Account Management LLC
DECREASED
Shares43,294 from 44,264
Change-970 (-2%)
Value$21.6M (-$591.0K)
Filed 2026-11-04
Kinsale Capital Group, Inc.
INCREASED
Shares43,200 from 33,029
Change+10,171 (+31%)
Value$21.5M (+$5.0M)
Filed 2026-11-04
Corda Investment Management, Llc.
INCREASED
Shares42,766 from 33,775
Change+8,991 (+27%)
Value$21.3M (+$4.4M)
Filed 2026-10-22
Venture Visionary Partners LLC
INCREASED
Shares42,552 from 39,614
Change+2,938 (+7%)
Value$21.2M (+$1.4M)
Filed 2026-10-07
Sigma Planning Corp
INCREASED
Shares42,542 from 42,467
Change+75 (+0%)
Value$21.2M (-$54.5K)
Filed 2026-10-23
SBI Securities Co., Ltd.
DECREASED
Shares42,355 from 67,127
Change-24,772 (-37%)
Value$21.1M (-$12.5M)
Filed 2026-10-22
Vontobel Holding Ltd.
INCREASED
Shares42,287 from 32,923
Change+9,364 (+28%)
Value$21.1M (+$4.6M)
Filed 2026-10-16
Banyan Capital Management, Inc.
INCREASED
Shares42,189 from 40,853
Change+1,336 (+3%)
Value$21.0M (+$565.6K)
Filed 2026-11-05
First Citizens Bank & Trust Co
INCREASED
Shares41,998 from 39,877
Change+2,121 (+5%)
Value$20.9M (+$958.9K)
Filed 2026-10-14
Hingham Institution for Savings
UNCHANGED
Shares41,450 from 41,450
Change0 (0%)
Value$20.6M (-$101.1K)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares41,354 from 47,906
Change-6,552 (-14%)
Value$20.6M (-$3.4M)
Filed 2026-11-04
CapWealth Advisors, LLC
DECREASED
Shares41,264 from 41,676
Change-412 (-1%)
Value$20.5M (-$306.8K)
Filed 2026-10-05
Roffman Miller Associates Inc
INCREASED
Shares41,199 from 40,014
Change+1,185 (+3%)
Value$20.5M (+$492.3K)
Filed 2026-10-19
Vest Financial, LLC
DECREASED
Shares41,112 from 41,581
Change-469 (-1%)
Value$20.5M (-$335.0K)
Filed 2026-10-21
Burns J W & Co Inc
DECREASED
Shares40,884 from 40,953
Change-69 (0%)
Value$20.4M (-$134.3K)
Filed 2026-10-20
Carter Financial Group, Inc.
DECREASED
Shares40,785 from 41,693
Change-908 (-2%)
Value$20.3M (-$553.6K)
Filed 2026-10-21
CenterBook Partners LP
DECREASED
Shares40,716 from 56,229
Change-15,513 (-28%)
Value$20.3M (-$7.9M)
Filed 2026-11-02
Arwa LLC
INCREASED
Shares40,491 from 39,443
Change+1,048 (+3%)
Value$21.1M (+$1.6M)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares40,265 from 41,899
Change-1,634 (-4%)
Value$20.1M (-$915.9K)
Filed 2026-10-27
Edge Wealth Management LLC
INCREASED
Shares40,151 from 40,143
Change+8 (+0%)
Value$20.1M (-$13.3K)
Filed 2026-10-13
Stolper Co
INCREASED
Shares40,064 from 39,843
Change+221 (+1%)
Value$20.0K (+$13)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares39,601 from 39,608
Change-7 (0%)
Value$19.7M (-$100.3K)
Filed 2026-10-13
Hollow Brook Wealth Management LLC
DECREASED
Shares39,424 from 40,586
Change-1,162 (-3%)
Value$19.6M (-$677.6K)
Filed 2026-10-29
Cypress Capital Group
DECREASED
Shares39,207 from 42,014
Change-2,807 (-7%)
Value$19.5M (-$1.5M)
Filed 2026-11-03
Meitav Investment House LTD
INCREASED
Shares39,206 from 38,368
Change+838 (+2%)
Value$19.5M (+$324.4K)
Filed 2026-10-28
Albion Financial Group
INCREASED
Shares39,073 from 38,504
Change+569 (+1%)
Value$19.5M (+$189.1K)
Filed 2026-10-21
Beacon Financial Planning, Inc
DECREASED
Shares39,058 from 41,158
Change-2,100 (-5%)
Value$19.4M (-$1.1M)
Filed 2026-11-04
Koa Wealth Management, LLC
INCREASED
Shares38,978 from 38,722
Change+256 (+1%)
Value$19.4M (+$33.0K)
Filed 2026-10-14
Modera Wealth Management, LLC
DECREASED
Shares38,858 from 42,032
Change-3,174 (-8%)
Value$19.3M (-$1.7M)
Filed 2026-10-28
TLW Wealth Management, LLC
INCREASED
Shares38,614 from 38,154
Change+460 (+1%)
Value$19.2M (+$136.0K)
Filed 2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares38,534 from 39,082
Change-548 (-1%)
Value$19.2M (-$368.2K)
Filed 2026-10-23
First National Trust Co
DECREASED
Shares38,523 from 46,283
Change-7,760 (-17%)
Value$19.2M (-$4.0M)
Filed 2026-10-28
Pittenger & Anderson Inc
INCREASED
Shares38,248 from 38,117
Change+131 (+0%)
Value$19.0M (-$27.8K)
Filed 2026-11-02
Trinity Financial Advisors LLC
DECREASED
Shares37,950 from 41,247
Change-3,297 (-8%)
Value$18.9M (-$1.7M)
Filed 2026-10-09
Summit Asset Management, LLC
DECREASED
Shares37,813 from 37,864
Change-51 (0%)
Value$18.8M (-$117.8K)
Filed 2026-11-05
Quilter Plc
DECREASED
Shares37,727 from 98,442
Change-60,715 (-62%)
Value$18.8M (-$30.5M)
Filed 2026-10-21
Eastern Bank
DECREASED
Shares37,650 from 38,237
Change-587 (-2%)
Value$18.7M (-$385.6K)
Filed 2026-10-05
Knights of Columbus Asset Advisors LLC
INCREASED
Shares36,471 from 29,247
Change+7,224 (+25%)
Value$18.2M (+$3.5M)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
DECREASED
Shares36,383 from 38,004
Change-1,621 (-4%)
Value$18.1M (-$900.0K)
Filed 2026-10-14
Suncoast Equity Management
DECREASED
Shares36,381 from 37,949
Change-1,568 (-4%)
Value$18.1M (-$873.4K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares35,828 from 37,372
Change-1,544 (-4%)
Value$17.8M (-$860.0K)
Filed 2026-11-02
Sky Investment Group LLC
INCREASED
Shares35,809 from 15,154
Change+20,655 (+136%)
Value$17.8M (+$10.2M)
Filed 2026-10-30
Sagespring Wealth Partners, LLC
INCREASED
Shares35,682 from 28,080
Change+7,602 (+27%)
Value$17.8M (+$3.7M)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares35,322 from 35,077
Change+245 (+1%)
Value$17.6M (+$36.2K)
Filed 2026-10-13
Financial Security Advisor, Inc.
DECREASED
Shares35,272 from 37,960
Change-2,688 (-7%)
Value$17.6M (-$1.4M)
Filed 2026-11-03
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares35,230 from 35,230
Change0 (0%)
Value$17.5M (-$86.0K)
Filed 2026-10-30
XML Financial, LLC
DECREASED
Shares35,088 from 36,078
Change-990 (-3%)
Value$17.5M (-$581.0K)
Filed 2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED
Shares34,953 from 34,531
Change+422 (+1%)
Value$18.6M (+$1.6M)
Filed 2026-10-21
Ascent Group, LLC
INCREASED
Shares34,817 from 34,091
Change+726 (+2%)
Value$17.3M (+$278.3K)
Filed 2026-10-30
Arnhold LLC
UNCHANGED
Shares34,755 from 34,755
Change0 (0%)
Value$17.3M (-$84.8K)
Filed 2026-10-26
Woodmont Investment Counsel LLC
INCREASED
Shares34,156 from 33,977
Change+179 (+1%)
Value$17.0M (+$6.2K)
Filed 2026-10-29
First American Bank
INCREASED
Shares34,092 from 34,088
Change+4 (+0%)
Value$17.0M (-$81.2K)
Filed 2026-10-27
Pictet North America Advisors SA
INCREASED
Shares34,005 from 32,136
Change+1,869 (+6%)
Value$16.9M (+$852.3K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares33,933 from 24,723
Change+9,210 (+37%)
Value$16.9M (+$4.6M)
Filed 2026-10-13
Steele Capital Management, Inc.
DECREASED
Shares33,851 from 36,537
Change-2,686 (-7%)
Value$16.9M (-$1.4M)
Filed 2026-11-02
Neville Rodie & Shaw Inc
DECREASED
Shares33,764 from 38,129
Change-4,365 (-11%)
Value$16.8K (-$2.3K)
Filed 2026-10-05
Columbia Asset Management
DECREASED
Shares33,693 from 33,730
Change-37 (0%)
Value$16.8M (-$100.7K)
Filed 2026-10-19
Townsend & Associates, Inc
DECREASED
Shares33,666 from 33,845
Change-179 (-1%)
Value$17.9M (+$1.3M)
Filed 2026-10-23
Moran Wealth Management, LLC
INCREASED
Shares33,604 from 32,987
Change+617 (+2%)
Value$16.7M (+$226.7K)
Filed 2026-10-22
Eos Management, L.P.
UNCHANGED
Shares33,250 from 33,250
Change0 (0%)
Value$16.6M (-$81.1K)
Filed 2026-10-27
Arga Investment Management, LP
DECREASED
Shares33,213 from 66,519
Change-33,306 (-50%)
Value$16.5M (-$16.7M)
Filed 2026-10-30
Biltmore Family Office, LLC
INCREASED
Shares33,183 from 30,465
Change+2,718 (+9%)
Value$16.5M (+$1.3M)
Filed 2026-11-03
Fiduciary Alliance LLC
DECREASED
Shares32,908 from 35,649
Change-2,741 (-8%)
Value$16.4M (-$1.5M)
Filed 2026-10-13
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares32,701 from 31,830
Change+871 (+3%)
Value$16.3M (+$356.0K)
Filed 2026-10-09
Appleton Partners Inc
INCREASED
Shares32,394 from 32,382
Change+12 (+0%)
Value$16.1K (-$16.2M)
Filed 2026-10-30
Archford Capital Strategies, LLC
INCREASED
Shares32,318 from 31,372
Change+946 (+3%)
Value$16.1M (+$394.5K)
Filed 2026-10-19
Demars Financial Group, LLC
INCREASED
Shares32,088 from 30,785
Change+1,303 (+4%)
Value$16.0M (+$573.7K)
Filed 2026-10-22
NBT Bank, N.A.
DECREASED
Shares31,988 from 33,178
Change-1,190 (-4%)
Value$15.9M (-$673.5K)
Filed 2026-10-21
1900 Wealth Management LLC
INCREASED
Shares31,937 from 30,994
Change+943 (+3%)
Value$15.9M (+$393.9K)
Filed 2026-10-13
Northstar Asset Management Co
DECREASED
Shares31,902 from 32,637
Change-735 (-2%)
Value$17.2M (+$1.0M)
Filed 2026-10-22
Burney Co/
DECREASED
Shares31,877 from 32,872
Change-995 (-3%)
Value$15.9M (-$575.7K)
Filed 2026-10-15
SeaBridge Investment Advisors LLC
INCREASED
Shares31,785 from 28,886
Change+2,899 (+10%)
Value$15.8M (+$1.4M)
Filed 2026-11-02
VestGen Advisors, LLC
DECREASED
Shares31,610 from 32,652
Change-1,042 (-3%)
Value$15.7M (-$598.5K)
Filed 2026-10-27
Patton Fund Management, Inc.
DECREASED
Shares31,500 from 31,857
Change-357 (-1%)
Value$15.7M (-$255.5K)
Filed 2026-10-13
Boit C F David
UNCHANGED
Shares31,128 from 31,128
Change0 (0%)
Value$15.5M (-$76.0K)
Filed 2026-10-29
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares31,113 from 31,457
Change-344 (-1%)
Value$15.5M (-$248.0K)
Filed 2026-10-22
KCM Investment Advisors LLC
INCREASED
Shares31,014 from 29,758
Change+1,256 (+4%)
Value$15.4M (+$552.8K)
Filed 2026-10-27
Waterfront Wealth Inc.
DECREASED
Shares30,950 from 30,965
Change-15 (0%)
Value$16.7M (+$1.4M)
Filed 2026-11-03
Eldred Rock Partners, LLC
INCREASED
Shares30,915 from 30,663
Change+252 (+1%)
Value$15.4M (+$50.7K)
Filed 2026-10-13
Americana Partners, LLC
INCREASED
Shares30,882 from 30,731
Change+151 (+0%)
Value$15.4M (+$207)
Filed 2026-10-28
PDS Planning, Inc
DECREASED
Shares30,697 from 30,747
Change-50 (0%)
Value$15.3M (-$99.7K)
Filed 2026-11-03
Greenwood Capital Associates LLC
DECREASED
Shares30,643 from 31,121
Change-478 (-2%)
Value$15.3M (-$314.0K)
Filed 2026-10-27
M Holdings Securities, Inc.
NEW
Shares30,192
Change+30,192
Value$16.2K
Filed 2026-11-03
Mlp3, LLC
INCREASED
Shares30,168 from 29,685
Change+483 (+2%)
Value$15.0M (+$168.1K)
Filed 2026-10-22
Visionary Wealth Advisors
DECREASED
Shares30,068 from 30,924
Change-856 (-3%)
Value$15.0M (-$501.4K)
Filed 2026-11-04
Embree Financial Group
INCREASED
Shares30,018 from 27,915
Change+2,103 (+8%)
Value$14.9M (+$979.1K)
Filed 2026-10-22
Fogel Capital Management, Inc.
INCREASED
Shares30,005 from 29,742
Change+263 (+1%)
Value$14.9M (+$58.4K)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
DECREASED
Shares29,875 from 30,587
Change-712 (-2%)
Value$14.9M (-$429.2K)
Filed 2026-10-16
Ledyard National Bank
DECREASED
Shares29,626 from 30,390
Change-764 (-3%)
Value$14.8M (-$454.6K)
Filed 2026-10-21
Gryphon Financial Partners LLC
INCREASED
Shares29,490 from 28,860
Change+630 (+2%)
Value$14.7M (+$243.4K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares29,322 from 25,840
Change+3,482 (+13%)
Value$14.6M (+$1.7M)
Filed 2026-10-21
Principle Wealth Partners LLC
INCREASED
Shares29,108 from 26,919
Change+2,189 (+8%)
Value$14.5M (+$1.0M)
Filed 2026-11-02
Hudock, Inc.
INCREASED
Shares28,999 from 28,997
Change+2 (+0%)
Value$14.4M (-$69.8K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares28,775 from 26,864
Change+1,911 (+7%)
Value$14.3M (+$886.1K)
Filed 2026-10-14
Blueprint Investment Partners LLC
INCREASED
Shares28,734 from 24,150
Change+4,584 (+19%)
Value$14.3M (+$2.2M)
Filed 2026-10-28
TBH Global Asset Management, LLC
DECREASED
Shares28,712 from 28,821
Change-109 (0%)
Value$14.3M (-$124.5K)
Filed 2026-11-03
SteelPeak Wealth, LLC
INCREASED
Shares28,566 from 28,436
Change+130 (+0%)
Value$14.2M (-$4.7K)
Filed 2026-10-16
AMI Investment Management Inc
INCREASED
Shares28,548 from 28,158
Change+390 (+1%)
Value$14.2M (+$125.5K)
Filed 2026-10-27
Cornerstone Wealth Group, LLC
INCREASED
Shares28,470 from 28,285
Change+185 (+1%)
Value$14.2M (+$23.1K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares28,467 from 24,222
Change+4,245 (+18%)
Value$14.2M (+$2.1M)
Filed 2026-11-03
Mezzasalma Advisors, LLC
DECREASED
Shares28,418 from 29,276
Change-858 (-3%)
Value$14.2M (-$498.7K)
Filed 2026-10-14
Telos Capital Management, Inc.
DECREASED
Shares28,352 from 28,718
Change-366 (-1%)
Value$14.1M (-$252.3K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
INCREASED
Shares28,303 from 28,067
Change+236 (+1%)
Value$14.1M (+$49.0K)
Filed 2026-11-03
Lakeside Advisors, Inc.
DECREASED
Shares28,090 from 28,340
Change-250 (-1%)
Value$14.0M (-$193.6K)
Filed 2026-10-20
Meixler Investment Management, Ltd.
DECREASED
Shares28,051 from 28,572
Change-521 (-2%)
Value$14.0M (-$329.1K)
Filed 2026-11-03
Studio Investment Management LLC
DECREASED
Shares27,753 from 28,567
Change-814 (-3%)
Value$13.8M (-$475.0K)
Filed 2026-10-22
Aaron Wealth Advisors LLC
INCREASED
Shares27,692 from 24,984
Change+2,708 (+11%)
Value$13.8M (+$1.3M)
Filed 2026-10-13
Northside Capital Management, LLC
INCREASED
Shares27,673 from 27,496
Change+177 (+1%)
Value$13.8M (+$21.0K)
Filed 2026-10-13
Addenda Capital Inc.
INCREASED
Shares27,656 from 25,629
Change+2,027 (+8%)
Value$13.8M (+$946.8K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares27,570 from 27,417
Change+153 (+1%)
Value$13.7M (+$9.3K)
Filed 2026-10-26
Tema Etfs LLC
INCREASED
Shares27,459 from 27,029
Change+430 (+2%)
Value$13.7M (+$148.2K)
Filed 2026-10-16
AGF Management LTD
DECREASED
Shares27,454 from 28,582
Change-1,128 (-4%)
Value$13.7M (-$631.4K)
Filed 2026-11-03
WealthBridge Capital Management, LLC
DECREASED
Shares27,366 from 28,293
Change-927 (-3%)
Value$13.6M (-$530.6K)
Filed 2026-10-16
O'Brien Greene & Co. Inc
DECREASED
Shares27,337 from 27,856
Change-519 (-2%)
Value$13.6M (-$326.4K)
Filed 2026-11-05
BAR Harbor Wealth Management
DECREASED
Shares27,275 from 27,573
Change-298 (-1%)
Value$13.6M (-$215.7K)
Filed 2026-10-21
Eagle Global Advisors LLC
DECREASED
Shares27,012 from 27,125
Change-113 (0%)
Value$13.5M (-$122.5K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares26,994 from 27,223
Change-229 (-1%)
Value$13.4M (-$180.3K)
Filed 2026-10-22
Bailard, Inc.
DECREASED
Shares26,758 from 26,988
Change-230 (-1%)
Value$13.3M (-$180.4K)
Filed 2026-10-13
Quattro Financial Advisors LLC
INCREASED
Shares26,620 from 26,205
Change+415 (+2%)
Value$13.3M (+$142.7K)
Filed 2026-10-15
Community Bank & Trust, Waco, Texas
INCREASED
Shares26,613 from 25,676
Change+937 (+4%)
Value$13.3K (-$12.8M)
Filed 2026-10-19
Community Trust & Investment Co
INCREASED
Shares26,541 from 26,379
Change+162 (+1%)
Value$13.2M (+$16.4K)
Filed 2026-10-15
Highland Capital Management, LLC
DECREASED
Shares26,517 from 26,899
Change-382 (-1%)
Value$13.2M (-$255.9K)
Filed 2026-10-26
Total Clarity Wealth Management, Inc.
INCREASED
Shares26,443 from 13,770
Change+12,673 (+92%)
Value$13.2M (+$6.3M)
Filed 2026-10-26
Adkins Seale Capital Management LLC
INCREASED
Shares26,332 from 25,987
Change+345 (+1%)
Value$13.1M (+$108.4K)
Filed 2026-10-27
Compass Financial Group, Inc
DECREASED
Shares26,231 from 26,820
Change-589 (-2%)
Value$13.1M (-$358.8K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares26,089 from 26,682
Change-593 (-2%)
Value$13.0M (-$360.4K)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares26,064 from 25,295
Change+769 (+3%)
Value$13.0M (+$321.3K)
Filed 2026-10-29
LexAurum Advisors, LLC
DECREASED
Shares26,055 from 27,676
Change-1,621 (-6%)
Value$13.0M (-$874.7K)
Filed 2026-10-19
West Wealth Group, LLC
INCREASED
Shares25,903 from 736
Change+25,167 (+3419%)
Value$424.5K (+$56.2K)
Filed 2026-10-14
Inlet Private Wealth, LLC
UNCHANGED
Shares25,845 from 25,845
Change0 (0%)
Value$12.9M (-$63.1K)
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
INCREASED
Shares25,820 from 24,450
Change+1,370 (+6%)
Value$12.9M (+$622.4K)
Filed 2026-10-29
Old North State Wealth Management, LLC
DECREASED
Shares25,750 from 26,186
Change-436 (-2%)
Value$12.8M (-$280.8K)
Filed 2026-10-22
Walleye Partners, LLC
DECREASED
Shares25,512 from 25,878
Change-366 (-1%)
Value$12.7M (-$245.4K)
Filed 2026-10-13
Blueprint Financial Advisors LLC
INCREASED
Shares25,486 from 23,375
Change+2,111 (+9%)
Value$12.7M (+$994.1K)
Filed 2026-10-28
Allegheny Financial Group
DECREASED
Shares25,463 from 25,747
Change-284 (-1%)
Value$12.7M (-$204.3K)
Filed 2026-11-05
Cardinal Point Capital Management ULC
DECREASED
Shares25,435 from 26,745
Change-1,310 (-5%)
Value$12.7M (-$717.5K)
Filed 2026-10-21
Bennett Selby Investments LP
INCREASED
Shares25,332 from 25,170
Change+162 (+1%)
Value$12.6M (+$19.3K)
Filed 2026-10-19
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares25,322 from 25,596
Change-274 (-1%)
Value$12.6M (-$198.9K)
Filed 2026-10-23
Manchester Capital Management LLC
DECREASED
Shares25,234 from 27,103
Change-1,869 (-7%)
Value$12.6M (-$996.8K)
Filed 2026-10-22
Dupree Financial Group, LLC
INCREASED
Shares25,181 from 24,572
Change+609 (+2%)
Value$12.5M (+$243.3K)
Filed 2026-10-09
Mcdaniel Terry & Co
UNCHANGED
Shares25,146 from 25,146
Change0 (0%)
Value$12.5M (-$61.4K)
Filed 2026-11-05
Carmel Capital Management L.L.C.
DECREASED
Shares25,142 from 25,145
Change-3 (0%)
Value$12.5M (-$62.8K)
Filed 2026-10-30
Washington Trust Co
DECREASED
Shares25,107 from 25,393
Change-286 (-1%)
Value$12.5M (-$204.4K)
Filed 2026-10-22
Mirae Asset Securities (USA) Inc.
DECREASED
Shares25,054 from 25,085
Change-31 (0%)
Value$12.5M (-$76.6K)
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares24,935 from 20,809
Change+4,126 (+20%)
Value$12.4M (+$2.0M)
Filed 2026-10-26
Middleton & Co Inc
DECREASED
Shares24,774 from 25,734
Change-960 (-4%)
Value$12.3M (-$540.8K)
Filed 2026-10-23
Montag A & Associates Inc
DECREASED
Shares24,720 from 25,870
Change-1,150 (-4%)
Value$12.3M (-$635.8K)
Filed 2026-10-29
Foster Group, Inc.
DECREASED
Shares24,552 from 25,289
Change-737 (-3%)
Value$12.2M (-$428.7K)
Filed 2026-10-13
Resonant Capital Advisors, LLC
DECREASED
Shares24,483 from 25,539
Change-1,056 (-4%)
Value$12.2M (-$588.2K)
Filed 2026-10-15
Weybosset Research & Management LLC
DECREASED
Shares24,402 from 26,252
Change-1,850 (-7%)
Value$12.2M (-$985.3K)
Filed 2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED
Shares24,354 from 24,708
Change-354 (-1%)
Value$12.1M (-$236.5K)
Filed 2026-11-02
Sterling Investment Management, LLC
DECREASED
Shares24,249 from 24,309
Change-60 (0%)
Value$12.1M (-$89.2K)
Filed 2026-10-16
Simon Quick Advisors, LLC
INCREASED
Shares24,223 from 16,043
Change+8,180 (+51%)
Value$12.1M (+$4.0M)
Filed 2026-10-26
Union Bancaire Privee, UBP SA
DECREASED
Shares24,148 from 30,301
Change-6,153 (-20%)
Value$11.2M (-$2.6M)
Filed 2026-11-04
Lyell Wealth Management, LP
DECREASED
Shares24,138 from 24,228
Change-90 (0%)
Value$12.0M (-$103.9K)
Filed 2026-10-30
Waldron Private Wealth LLC
DECREASED
Shares24,136 from 34,448
Change-10,312 (-30%)
Value$12.0M (-$5.2M)
Filed 2026-11-02
Searcy Financial Services Inc
DECREASED
Shares24,106 from 24,258
Change-152 (-1%)
Value$12.0M (-$134.8K)
Filed 2026-10-07
Kingswood Wealth Advisors, LLC
DECREASED
Shares24,073 from 25,251
Change-1,178 (-5%)
Value$12.0M (-$648.4K)
Filed 2026-10-23
Garner Asset Management Corp
DECREASED
Shares24,005 from 24,612
Change-607 (-2%)
Value$13.2M (+$852.6K)
Filed 2026-10-30
Cypress Asset Management Inc
DECREASED
Shares23,985 from 24,405
Change-420 (-2%)
Value$11.9M (-$268.7K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
INCREASED
Shares23,874 from 21,941
Change+1,933 (+9%)
Value$11.9M (+$909.0K)
Filed 2026-10-13
Nilsine Partners, LLC
INCREASED
Shares23,841 from 23,044
Change+797 (+3%)
Value$11.9M (+$340.6K)
Filed 2026-11-02
Intesa Sanpaolo Wealth Management
DECREASED
Shares23,766 from 24,221
Change-455 (-2%)
Value$11.8M (-$281.5K)
Filed 2026-10-28
Summit Financial Strategies, Inc.
DECREASED
Shares23,656 from 24,854
Change-1,198 (-5%)
Value$11.8M (-$657.2K)
Filed 2026-10-14
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares23,653 from 23,839
Change-186 (-1%)
Value$11.8M (-$150.8K)
Filed 2026-10-28
Citizens National Bank Trust Department
DECREASED
Shares23,629 from 23,784
Change-155 (-1%)
Value$11.8M (-$135.2K)
Filed 2026-11-04
Excalibur Management Corp
INCREASED
Shares23,484 from 23,433
Change+51 (+0%)
Value$11.7M (-$31.8K)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares23,475 from 21,925
Change+1,550 (+7%)
Value$11.7M (+$718.4K)
Filed 2026-10-30
Legacy Advisors, LLC
DECREASED
Shares23,461 from 24,109
Change-648 (-3%)
Value$11.7M (-$381.5K)
Filed 2026-10-19
Burford Brothers, Inc.
DECREASED
Shares23,331 from 23,716
Change-385 (-2%)
Value$11.6M (-$249.6K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
DECREASED
Shares23,311 from 23,469
Change-158 (-1%)
Value$11.6M (-$135.9K)
Filed 2026-10-09
Princeton Global Asset Management LLC
DECREASED
Shares23,247 from 23,432
Change-185 (-1%)
Value$11.6M (-$149.3K)
Filed 2026-10-21
Cumberland Advisors Inc
DECREASED
Shares23,228 from 23,716
Change-488 (-2%)
Value$11.6M (-$300.9K)
Filed 2026-10-30
Arlington Financial Advisors, LLC
INCREASED
Shares23,146 from 23,086
Change+60 (+0%)
Value$11.5M (-$26.5K)
Filed 2026-10-19
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares23,047 from 23,177
Change-130 (-1%)
Value$11.5M (-$121.3K)
Filed 2026-10-23
Asset Advisory Group, Inc.
DECREASED
Shares22,958 from 23,248
Change-290 (-1%)
Value$11.4M (-$201.1K)
Filed 2026-10-20
Asset Advisors Investment Management, LLC
DECREASED
Shares22,882 from 23,069
Change-187 (-1%)
Value$11.4M (-$149.4K)
Filed 2026-10-19
Buttonwood Financial Advisors Inc.
DECREASED
Shares22,844 from 22,874
Change-30 (0%)
Value$11.4M (-$70.8K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares22,771 from 22,615
Change+156 (+1%)
Value$11.3M (+$23.0K)
Filed 2026-11-05
Strategy Asset Managers LLC
DECREASED
Shares22,686 from 22,848
Change-162 (-1%)
Value$11.3M (-$136.7K)
Filed 2026-10-14
Jamison Private Wealth Management, Inc.
INCREASED
Shares22,643 from 22,535
Change+108 (+0%)
Value$11.3M (-$1.1K)
Filed 2026-10-14
Blue Trust, Inc.
DECREASED
Shares22,407 from 27,703
Change-5,296 (-19%)
Value$11.2M (-$2.7M)
Filed 2026-10-15
Pflug Koory, LLC
INCREASED
Shares22,346 from 20,735
Change+1,611 (+8%)
Value$11.1M (+$751.5K)
Filed 2026-10-26
McHugh Group, LLC
DECREASED
Shares22,280 from 22,915
Change-635 (-3%)
Value$11.1M (-$372.1K)
Filed 2026-10-19
CPA Asset Management Group, LLC
INCREASED
Shares22,272 from 6,329
Change+15,943 (+252%)
Value$11.1M (+$7.9M)
Filed 2026-10-26
Chronos Wealth Management, LLC
INCREASED
Shares22,207 from 22,193
Change+14 (+0%)
Value$11.1M (-$47.2K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares22,152 from 22,411
Change-259 (-1%)
Value$11.0M (-$183.7K)
Filed 2026-10-13
Woodstock Corp
INCREASED
Shares22,103 from 21,991
Change+112 (+1%)
Value$11.0M (+$2.1K)
Filed 2026-10-13
Marietta Wealth Management, LLC
INCREASED
Shares22,023 from 21,884
Change+139 (+1%)
Value$11.6M (+$641.3K)
Filed 2026-10-22
TCI Wealth Advisors, Inc.
INCREASED
Shares21,997 from 21,026
Change+971 (+5%)
Value$11.0M (+$432.3K)
Filed 2026-10-30
Bank Pictet & Cie (Europe) AG
DECREASED
Shares21,993 from 23,041
Change-1,048 (-5%)
Value$11.0M (-$578.1K)
Filed 2026-10-20
Victrix Investment Advisors
INCREASED
Shares21,923 from 21,035
Change+888 (+4%)
Value$10.9M (+$390.8K)
Filed 2026-10-13
Lineweaver Wealth Advisors, LLC
INCREASED
Shares21,853 from 21,117
Change+736 (+3%)
Value$10.9M (+$314.7K)
Filed 2026-10-13
PFG Advisors
DECREASED
Shares21,738 from 22,409
Change-671 (-3%)
Value$10.8M (-$388.5K)
Filed 2026-10-16
Lazard Freres Gestion S.A.S.
DECREASED
Shares21,730 from 25,077
Change-3,347 (-13%)
Value$10.8K (-$12.5M)
Filed 2026-11-03
Fragasso Financial Advisors Inc
DECREASED
Shares21,725 from 23,523
Change-1,798 (-8%)
Value$11.2M (-$568.8K)
Filed 2026-10-13
Penobscot Investment Management Company, Inc.
INCREASED
Shares21,450 from 21,216
Change+234 (+1%)
Value$10.7M (+$64.8K)
Filed 2026-10-26
Diversify Wealth Management, LLC
DECREASED
Shares21,430 from 22,302
Change-872 (-4%)
Value$11.3M (+$177.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares21,430 from 22,302
Change-872 (-4%)
Value$11.3M (+$177.4K)
Filed 2026-10-20
Beverly Hills Private Wealth, LLC
INCREASED
Shares21,349 from 16,864
Change+4,485 (+27%)
Value$10.6M (+$2.2M)
Filed 2026-11-04
SpringVest Wealth Management LLC
DECREASED
Shares21,306 from 21,602
Change-296 (-1%)
Value$10.6M (-$200.1K)
Filed 2026-10-27
First Interstate Bank
DECREASED
Shares21,191 from 21,694
Change-503 (-2%)
Value$10.6M (-$303.4K)
Filed 2026-10-23
Coastline Trust Co
DECREASED
Shares21,130 from 22,306
Change-1,176 (-5%)
Value$10.5M (-$640.0K)
Filed 2026-10-01
Frank, Rimerman Advisors LLC
INCREASED
Shares21,108 from 20,695
Change+413 (+2%)
Value$10.5M (+$155.2K)
Filed 2026-10-16
Steel Grove Capital Advisors, LLC
INCREASED
Shares21,052 from 20,609
Change+443 (+2%)
Value$10.5M (+$170.3K)
Filed 2026-10-13
Clio Asset Management LLC
DECREASED
Shares21,029 from 21,213
Change-184 (-1%)
Value$10.5M (-$143.4K)
Filed 2026-10-13
Evanson Financial, LLC
INCREASED
Shares21,022 from 19,067
Change+1,955 (+10%)
Value$10.5M (+$927.1K)
Filed 2026-10-23
Wealth Architects, LLC
DECREASED
Shares20,995 from 21,534
Change-539 (-2%)
Value$10.5M (-$320.6K)
Filed 2026-11-03
Integrity Wealth Advisors, Inc.
NEW
Shares20,955
Change+20,955
Value$10.4M
Filed 2026-10-29
Udine Wealth Management, Inc.
INCREASED
Shares20,946 from 20,465
Change+481 (+2%)
Value$10.4M (+$189.6K)
Filed 2026-10-23
Procyon Advisors, LLC
DECREASED
Shares20,875 from 22,305
Change-1,430 (-6%)
Value$10.4M (-$766.3K)
Filed 2026-10-21
Raiffeisen Bank International AG
INCREASED
Shares20,831 from 2,479
Change+18,352 (+740%)
Value$10.5M (+$9.2M)
Filed 2026-10-28
Clarity Wealth Advisors, LLC
INCREASED
Shares20,719 from 20,379
Change+340 (+2%)
Value$10.3M (+$119.6K)
Filed 2026-10-21
Aprio Wealth Management, LLC
INCREASED
Shares20,691 from 20,386
Change+305 (+2%)
Value$10.3M (+$102.1K)
Filed 2026-10-28
Valicenti Advisory Services Inc
INCREASED
Shares20,657 from 20,466
Change+191 (+1%)
Value$10.3K (+$45)
Filed 2026-10-23
Compass Wealth Management LLC
INCREASED
Shares20,590 from 14,390
Change+6,200 (+43%)
Value$10.3M (+$3.1M)
Filed 2026-10-22
AMG National Trust Bank
INCREASED
Shares20,576 from 20,440
Change+136 (+1%)
Value$10.2M (+$17.8K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED
Shares20,513 from 22,242
Change-1,729 (-8%)
Value$10.2M (-$915.2K)
Filed 2026-10-16
Lakewood Asset Management LLC
INCREASED
Shares20,477 from 19,996
Change+481 (+2%)
Value$10.2M (+$190.7K)
Filed 2026-10-26
Cooper Financial Group
DECREASED
Shares20,471 from 20,726
Change-255 (-1%)
Value$10.2M (-$177.5K)
Filed 2026-10-07
Luma Capital S.A. - SPF
UNCHANGED
Shares20,376 from 20,376
Change0 (0%)
Value$10.1M (-$49.7K)
Filed 2026-10-21
Alps Advisors Inc
DECREASED
Shares20,361 from 20,799
Change-438 (-2%)
Value$10.1M (-$268.9K)
Filed 2026-11-03
Trust Asset Management LLC
DECREASED
Shares20,330 from 20,344
Change-14 (0%)
Value$10.1M (-$56.6K)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED
Shares20,307 from 20,032
Change+275 (+1%)
Value$10.4M (+$453.1K)
Filed 2026-10-13
Fagan Associates, Inc.
INCREASED
Shares20,281 from 20,163
Change+118 (+1%)
Value$10.1M (+$9.6K)
Filed 2026-10-13
Granite FO LLC
UNCHANGED
Shares20,280 from 20,280
Change0 (0%)
Value$10.1M (-$49.5K)
Filed 2026-10-14
Leelyn Smith, LLC
INCREASED
Shares20,277 from 16,747
Change+3,530 (+21%)
Value$10.1M (+$1.7M)
Filed 2026-11-03
Mitchell Capital Management Co
INCREASED
Shares20,233 from 19,907
Change+326 (+2%)
Value$10.1M (+$113.8K)
Filed 2026-10-29
Means Investment Co., Inc.
INCREASED
Shares20,085 from 20,036
Change+49 (+0%)
Value$10.0M (-$24.5K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares19,832 from 19,068
Change+764 (+4%)
Value$9.9M (+$334.5K)
Filed 2026-10-14
Sweeney & Michel, LLC
DECREASED
Shares19,760 from 20,005
Change-245 (-1%)
Value$9.8M (-$599.1K)
Filed 2026-10-16
Tompkins Financial Corp
DECREASED
Shares19,710 from 20,493
Change-783 (-4%)
Value$9.8M (-$439.9K)
Filed 2026-10-05
Caldwell Trust Co
DECREASED
Shares19,704 from 20,289
Change-585 (-3%)
Value$9.8M (-$340.8K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
DECREASED
Shares19,642 from 19,918
Change-276 (-1%)
Value$9.8M (-$186.0K)
Filed 2026-10-08
Fulton Bank, N.A.
DECREASED
Shares19,633 from 20,119
Change-486 (-2%)
Value$9.8M (-$291.1K)
Filed 2026-10-14
Capricorn Fund Managers Ltd
DECREASED
Shares19,612 from 22,468
Change-2,856 (-13%)
Value$9.8M (-$1.5M)
Filed 2026-11-03
Summit Global Investments
INCREASED
Shares19,577 from 14,803
Change+4,774 (+32%)
Value$9.7K (-$7.4M)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares19,555 from 16,545
Change+3,010 (+18%)
Value$9.7M (+$1.5M)
Filed 2026-10-23
Calamos Wealth Management LLC
INCREASED
Shares19,524 from 18,601
Change+923 (+5%)
Value$9.7M (+$414.2K)
Filed 2026-11-02
Heritage Investors Management Corp
INCREASED
Shares19,436 from 18,449
Change+987 (+5%)
Value$9.7K (-$9.2M)
Filed 2026-10-29
Mechanics Bank Trust Department
DECREASED
Shares19,345 from 19,959
Change-614 (-3%)
Value$9.6M (-$354.4K)
Filed 2026-10-13
Hanson & Doremus Investment Management
DECREASED
Shares19,281 from 19,319
Change-38 (0%)
Value$9.6K (-$9.7M)
Filed 2026-10-16
Axxcess Wealth Management, LLC
DECREASED
Shares19,138 from 39,172
Change-20,034 (-51%)
Value$9.5M (-$10.1M)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares19,070 from 17,128
Change+1,942 (+11%)
Value$9.5M (+$925.2K)
Filed 2026-11-04
J. Safra Sarasin Holding AG
INCREASED
Shares19,006 from 18,153
Change+853 (+5%)
Value$9.4M (+$443.2K)
Filed 2026-10-26
Investment Partners, Ltd.
INCREASED
Shares18,967 from 5,180
Change+13,787 (+266%)
Value$9.4M (+$6.9M)
Filed 2026-10-29
Evolution Wealth Advisors, LLC
INCREASED
Shares18,926 from 18,552
Change+374 (+2%)
Value$9.4M (+$141.0K)
Filed 2026-11-03
Ascentis Independent Advisors
INCREASED
Shares18,855 from 75
Change+18,780 (+25040%)
Value$9.4M (+$9.4M)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares18,851 from 13,997
Change+4,854 (+35%)
Value$9.4M (+$2.4M)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares18,791 from 19,053
Change-262 (-1%)
Value$9.4M (-$116.7K)
Filed 2026-11-02
Profund Advisors LLC
INCREASED
Shares18,728 from 16,536
Change+2,192 (+13%)
Value$9.3M (+$1.1M)
Filed 2026-10-29
Phraction Management LLC
INCREASED
Shares18,695 from 18,625
Change+70 (+0%)
Value$9.3M (-$10.6K)
Filed 2026-10-14
OAK Family Advisors, LLC
INCREASED
Shares18,626 from 17,962
Change+664 (+4%)
Value$9.3M (+$286.8K)
Filed 2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED
Shares18,564 from 18,292
Change+272 (+1%)
Value$9.2M (+$90.8K)
Filed 2026-10-09
Stenger Family Office, LLC
INCREASED
Shares18,502 from 17,211
Change+1,291 (+8%)
Value$9.6M (+$1.0M)
Filed 2026-10-22
North Star Investment Management Corp.
DECREASED
Shares18,502 from 18,560
Change-58 (0%)
Value$9.2M (-$74.2K)
Filed 2026-10-27
New Hampshire Trust
INCREASED
Shares18,489 from 15,165
Change+3,324 (+22%)
Value$9.2M (+$1.6M)
Filed 2026-10-20
Seven Post Investment Office LP
INCREASED
Shares18,485 from 17,043
Change+1,442 (+8%)
Value$9.2M (+$676.5K)
Filed 2026-10-26
Mcdonald Partners LLC
INCREASED
Shares18,395 from 17,185
Change+1,210 (+7%)
Value$9.2M (+$560.6K)
Filed 2026-11-03
Aviance Capital Partners, LLC
INCREASED
Shares18,364 from 18,341
Change+23 (+0%)
Value$9.1M (-$33.3K)
Filed 2026-10-29
Jackson Square Capital, LLC
INCREASED
Shares18,356 from 18,331
Change+25 (+0%)
Value$9.1M (-$32.3K)
Filed 2026-10-19
Certified Advisory Corp
DECREASED
Shares18,337 from 19,992
Change-1,655 (-8%)
Value$9.1M (-$873.0K)
Filed 2026-10-29
Krilogy Financial LLC
INCREASED
Shares18,309 from 15,118
Change+3,191 (+21%)
Value$9.5M (+$1.9M)
Filed 2026-10-13
Wilkins Investment Counsel Inc
DECREASED
Shares18,259 from 18,334
Change-75 (0%)
Value$9.1M (-$82.1K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares18,248 from 17,259
Change+989 (+6%)
Value$9.1M (+$450.4K)
Filed 2026-10-27
BIP Wealth, LLC
INCREASED
Shares18,227 from 17,649
Change+578 (+3%)
Value$9.1M (+$244.8K)
Filed 2026-10-22
Laurel Wealth Advisors LLC
INCREASED
Shares18,202 from 17,472
Change+730 (+4%)
Value$9.1M (+$320.9K)
Filed 2026-10-27
Plancorp, LLC
INCREASED
Shares18,167 from 15,038
Change+3,129 (+21%)
Value$9.9M (+$2.4M)
Filed 2026-11-03
Silver Lake Advisory, LLC
INCREASED
Shares18,135 from 18,024
Change+111 (+1%)
Value$9.0M (+$11.3K)
Filed 2026-10-22
Verdence Capital Advisors LLC
INCREASED
Shares18,102 from 17,125
Change+977 (+6%)
Value$9.0M (+$444.5K)
Filed 2026-10-26
Councilmark Asset Management, LLC
DECREASED
Shares18,066 from 18,081
Change-15 (0%)
Value$9.0M (-$51.6K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
DECREASED
Shares17,968 from 18,004
Change-36 (0%)
Value$8.9M (-$61.9K)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares17,898 from 14,860
Change+3,038 (+20%)
Value$8.9M (+$1.5M)
Filed 2026-10-19
High Note Wealth, LLC
INCREASED
Shares17,897 from 17,758
Change+139 (+1%)
Value$8.9M (+$25.9K)
Filed 2026-10-27
Moody National Bank Trust Division
INCREASED
Shares17,874 from 13,955
Change+3,919 (+28%)
Value$8.9M (+$1.9M)
Filed 2026-10-06
Evergreen Private Wealth LLC
INCREASED
Shares17,830 from 17,170
Change+660 (+4%)
Value$8.9M (+$286.8K)
Filed 2026-10-30
3Chopt Investment Partners, LLC
INCREASED
Shares17,790 from 17,553
Change+237 (+1%)
Value$8.9M (+$75.2K)
Filed 2026-10-30
Howard Capital Management, LLC
DECREASED
Shares17,711 from 27,082
Change-9,371 (-35%)
Value$8.8M (-$4.7M)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares17,644 from 17,571
Change+73 (+0%)
Value$8.8M (+$1.6K)
Filed 2026-10-30
Tred Avon Family Wealth, LLC
INCREASED
Shares17,637 from 11,467
Change+6,170 (+54%)
Value$8.8M (+$3.0M)
Filed 2026-10-20
Gibraltar Capital Management, Inc.
INCREASED
Shares17,433 from 17,393
Change+40 (+0%)
Value$8.7M (-$22.3K)
Filed 2026-10-27
Ellsworth Advisors, LLC
INCREASED
Shares17,427 from 17,326
Change+101 (+1%)
Value$8.7M (+$216.6K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares17,417 from 19,227
Change-1,810 (-9%)
Value$8.7M (-$948.2K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares17,394
Change+17,394
Value$8.7M
Filed 2026-10-27
Accuvest Global Advisors
INCREASED
Shares17,373 from 1,200
Change+16,173 (+1348%)
Value$8.7M (+$8.1M)
Filed 2026-11-04
Pegasus Asset Management, Inc.
INCREASED
Shares17,373 from 17,140
Change+233 (+1%)
Value$8.7M (+$74.2K)
Filed 2026-11-03
Canton Hathaway, LLC
DECREASED
Shares17,285 from 17,445
Change-160 (-1%)
Value$8.6M (-$122.2K)
Filed 2026-10-23
RMR Wealth Builders
INCREASED
Shares17,281 from 16,806
Change+475 (+3%)
Value$8.6M (+$195.5K)
Filed 2026-10-22
Baldwin Wealth Partners LLC
DECREASED
Shares17,254 from 17,349
Change-95 (-1%)
Value$8.6M (-$89.6K)
Filed 2026-10-13
LVW Advisors, LLC
INCREASED
Shares17,233 from 16,904
Change+329 (+2%)
Value$8.6M (+$122.6K)
Filed 2026-10-19
Platform Technology Partners
INCREASED
Shares17,113 from 16,612
Change+501 (+3%)
Value$8.5M (+$208.8K)
Filed 2026-11-02
Pacifica Partners Inc.
DECREASED
Shares17,076 from 17,099
Change-23 (0%)
Value$8.5M (-$128.5K)
Filed 2026-10-09
Cidel Asset Management Inc
INCREASED
Shares17,030 from 16,526
Change+504 (+3%)
Value$8.5M (+$210.6K)
Filed 2026-10-29
Stiles Financial Services Inc
DECREASED
Shares17,012 from 17,224
Change-212 (-1%)
Value$8.5M (-$147.6K)
Filed 2026-10-30
Old Port Advisors
DECREASED
Shares16,978 from 17,335
Change-357 (-2%)
Value$8.5M (-$220.2K)
Filed 2026-10-23
City Holding Co
INCREASED
Shares16,964 from 16,182
Change+782 (+5%)
Value$8.4M (+$350.0K)
Filed 2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares16,941 from 16,941
Change0 (0%)
Value$8.5M ($0)
Filed 2026-10-15
Integrated Advisors Network LLC
INCREASED
Shares16,925 from 16,810
Change+115 (+1%)
Value$8.4M (+$16.1K)
Filed 2026-10-20
Congress Park Capital LLC
INCREASED
Shares16,876 from 16,734
Change+142 (+1%)
Value$8.4M (+$29.9K)
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares16,870 from 17,001
Change-131 (-1%)
Value$8.4M (-$106.7K)
Filed 2026-11-05
Norden Group LLC
DECREASED
Shares16,856 from 17,175
Change-319 (-2%)
Value$8.4M (-$200.8K)
Filed 2026-10-20
Chemung Canal Trust Co
DECREASED
Shares16,829 from 17,123
Change-294 (-2%)
Value$8.4M (-$188.2K)
Filed 2026-11-04
Everhart Financial Group, Inc.
INCREASED
Shares16,826 from 16,672
Change+154 (+1%)
Value$8.4M (+$36.1K)
Filed 2026-10-08
Cigna Investments Inc
DECREASED
Shares16,821 from 16,933
Change-112 (-1%)
Value$8.4K (-$8.5M)
Filed 2026-10-19
Ellis Investment Partners, LLC
INCREASED
Shares16,794 from 16,726
Change+68 (+0%)
Value$8.4M (-$7.0K)
Filed 2026-10-21
Connecticut Wealth Management, LLC
DECREASED
Shares16,793 from 16,887
Change-94 (-1%)
Value$8.4M (-$88.0K)
Filed 2026-10-13
Y.D. More Investments Ltd
INCREASED
Shares16,775 from 12,510
Change+4,265 (+34%)
Value$8.4M (+$2.1M)
Filed 2026-11-02
Kelleher Financial Advisors
DECREASED
Shares16,701 from 28,121
Change-11,420 (-41%)
Value$8.3M (-$5.8M)
Filed 2026-10-30
Cross Staff Investments Inc
INCREASED
Shares16,671 from 16,551
Change+120 (+1%)
Value$8.3M (+$19.4K)
Filed 2026-10-22
BridgePort Financial Solutions, LLC
DECREASED
Shares16,595 from 16,679
Change-84 (0%)
Value$8.3M (-$82.5K)
Filed 2026-11-02
Weaver Capital Management LLC
INCREASED
Shares16,579 from 15,823
Change+756 (+5%)
Value$8.3M (+$673.1K)
Filed 2026-10-15
Blue Zone Wealth Advisors, LLC
DECREASED
Shares16,564 from 16,710
Change-146 (-1%)
Value$8.2M (-$113.5K)
Filed 2026-10-19
Regatta Capital Group, LLC
DECREASED
Shares16,431 from 16,467
Change-36 (0%)
Value$8.2M (-$57.9K)
Filed 2026-10-23
Foyston, Gordon & Payne Inc
UNCHANGED
Shares16,323 from 16,323
Change0 (0%)
Value$8.1M (-$39.8K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
DECREASED
Shares16,192 from 18,787
Change-2,595 (-14%)
Value$8.1M (-$1.3M)
Filed 2026-11-05
NovaPoint Capital, LLC
DECREASED
Shares16,150 from 17,483
Change-1,333 (-8%)
Value$8.0M (-$706.4K)
Filed 2026-10-22
Destiny Wealth Partners, LLC
INCREASED
Shares16,139 from 15,097
Change+1,042 (+7%)
Value$9.0M (+$1.3M)
Filed 2026-11-05
GC Wealth Management RIA, LLC
INCREASED
Shares16,137 from 16,010
Change+127 (+1%)
Value$8.0M (+$24.2K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares16,113 from 16,980
Change-867 (-5%)
Value$8.0M (-$473.0K)
Filed 2026-10-07
Costello Asset Management, Inc
DECREASED
Shares16,105 from 16,278
Change-173 (-1%)
Value$8.0M (-$125.9K)
Filed 2026-10-30
Sacks & Associates, LLC
INCREASED
Shares16,096 from 16,020
Change+76 (+0%)
Value$8.0M (-$179.9K)
Filed 2026-10-09
Cambridge Advisors Inc.
DECREASED
Shares16,084 from 16,206
Change-122 (-1%)
Value$8.0M (-$100.3K)
Filed 2026-10-19
Crew Capital Management, Ltd
INCREASED
Shares16,002 from 14,853
Change+1,149 (+8%)
Value$8.0M (+$535.9K)
Filed 2026-10-28
Certuity, LLC
INCREASED
Shares15,955 from 14,790
Change+1,165 (+8%)
Value$7.9M (+$558.4K)
Filed 2026-11-02
Salvus Wealth Management, LLC
DECREASED
Shares15,945 from 16,193
Change-248 (-2%)
Value$7.9M (-$163.0K)
Filed 2026-10-13
Capital Asset Advisory Services LLC
DECREASED
Shares15,941 from 16,297
Change-356 (-2%)
Value$8.7M (+$564.0K)
Filed 2026-10-30
Fideuram Asset Management (Ireland) dac
INCREASED
Shares15,806 from 8,803
Change+7,003 (+80%)
Value$8.0M (+$3.7M)
Filed 2026-10-29
Murphy Pohlad Asset Management LLC
DECREASED
Shares15,786 from 16,326
Change-540 (-3%)
Value$7.9M (-$308.7K)
Filed 2026-10-22
Cornerstone Management, Inc.
DECREASED
Shares15,763 from 15,817
Change-54 (0%)
Value$7.8M (-$65.4K)
Filed 2026-10-16
Wealth Alliance Advisory Group, LLC
INCREASED
Shares15,667 from 13,606
Change+2,061 (+15%)
Value$7.8M (+$992.8K)
Filed 2026-10-14
CX Institutional
INCREASED
Shares15,666 from 15,051
Change+615 (+4%)
Value$7.8K (+$270)
Filed 2026-10-02
OFS Enterprise LLC
INCREASED
Shares15,648 from 14,132
Change+1,516 (+11%)
Value$7.8M (+$720.4K)
Filed 2026-10-16
Dagco, Inc.
DECREASED
Shares15,648 from 15,992
Change-344 (-2%)
Value$7.8M (-$210.3K)
Filed 2026-10-20
First Premier Bank
UNCHANGED
Shares15,602 from 15,602
Change0 (0%)
Value$7.8K (-$38)
Filed 2026-10-13
Hohimer Wealth Management, LLC
INCREASED
Shares15,584 from 14,746
Change+838 (+6%)
Value$7.8M (+$381.3K)
Filed 2026-11-04
Center for Financial Planning, Inc.
INCREASED
Shares15,562 from 15,254
Change+308 (+2%)
Value$7.7M (+$116.1K)
Filed 2026-10-26
CJM Wealth Advisers, Ltd.
INCREASED
Shares15,512 from 15,298
Change+214 (+1%)
Value$7.7M (+$69.2K)
Filed 2026-10-27
Smith Asset Management Co., LLC
DECREASED
Shares15,501 from 15,920
Change-419 (-3%)
Value$7.7M (-$247.2K)
Filed 2026-10-16
SEB Asset Management AB
UNCHANGED
Shares15,434 from 15,434
Change0 (0%)
Value$7.7M (-$37.7K)
Filed 2026-11-04
Victory Financial Group, LLC
INCREASED
Shares15,402 from 5,894
Change+9,508 (+161%)
Value$7.7M (+$4.7M)
Filed 2026-10-27
Watchman Group, Inc.
INCREASED
Shares15,366 from 15,058
Change+308 (+2%)
Value$7.7M (+$116.6K)
Filed 2026-10-16
Grandview Asset Management LLC
DECREASED
Shares15,353 from 16,427
Change-1,074 (-7%)
Value$7.6M (-$574.9K)
Filed 2026-10-19
Ignite Planners, LLC
DECREASED
Shares15,330 from 16,004
Change-674 (-4%)
Value$7.6M (-$374.7K)
Filed 2026-10-14
Sonata Capital Group Inc
INCREASED
Shares15,304 from 14,779
Change+525 (+4%)
Value$7.6M (+$225.4K)
Filed 2026-10-19
Nadler Financial Group, Inc.
DECREASED
Shares15,207 from 15,508
Change-301 (-2%)
Value$7.6M (-$187.7K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED
Shares15,098 from 13,742
Change+1,356 (+10%)
Value$7.5M (+$641.7K)
Filed 2026-10-13
LS Investment Advisors, LLC
DECREASED
Shares15,073 from 15,677
Change-604 (-4%)
Value$7.5M (-$339.0K)
Filed 2026-10-13
Rahlfs Capital, LLC
UNCHANGED
Shares14,992 from 14,992
Change0 (0%)
Value$7.5M (-$36.6K)
Filed 2026-10-23
Redmond Asset Management, LLC
DECREASED
Shares14,968 from 15,093
Change-125 (-1%)
Value$7.5M (-$99.1K)
Filed 2026-10-27
Iowa State Bank
DECREASED
Shares14,961 from 15,361
Change-400 (-3%)
Value$7.4M (-$236.7K)
Filed 2026-10-06
Avity Investment Management Inc.
DECREASED
Shares14,905 from 14,960
Change-55 (0%)
Value$7.4M (-$63.9K)
Filed 2026-10-09
Canvas Wealth Advisors, LLC
DECREASED
Shares14,884 from 15,609
Change-725 (-5%)
Value$8.1M (+$256.0K)
Filed 2026-11-02
Goelzer Investment Management, Inc.
DECREASED
Shares14,879 from 16,439
Change-1,560 (-9%)
Value$7.4M (-$816.7K)
Filed 2026-10-16
Avaii Wealth Management, LLC
INCREASED
Shares14,849 from 13,593
Change+1,256 (+9%)
Value$7.5M (+$662.0K)
Filed 2026-10-09
Ashton Thomas Securities, LLC
DECREASED
Shares14,751 from 15,260
Change-509 (-3%)
Value$7.3M (-$254.7K)
Filed 2026-10-26
Trust Point Inc.
NEW
Shares14,717
Change+14,717
Value$7.3M
Filed 2026-10-27
Versant Capital Management, Inc
INCREASED
Shares14,692 from 14,397
Change+295 (+2%)
Value$7.3M (+$111.8K)
Filed 2026-10-02
Symphony Financial, Ltd. Co.
INCREASED
Shares14,669 from 14,402
Change+267 (+2%)
Value$7.3M (+$190.1K)
Filed 2026-10-22
Wernau Asset Management Inc.
INCREASED
Shares14,590 from 14,583
Change+7 (+0%)
Value$7.3M (-$32.1K)
Filed 2026-10-19
MCF Advisors LLC
INCREASED
Shares14,555 from 13,887
Change+668 (+5%)
Value$7.2M (+$298.8K)
Filed 2026-10-28
Fairfield Financial Advisors, LTD
DECREASED
Shares14,551 from 15,729
Change-1,178 (-7%)
Value$7.2M (-$625.0K)
Filed 2026-10-14
Birinyi Associates Inc
DECREASED
Shares14,533 from 15,133
Change-600 (-4%)
Value$7.2K (-$7.6M)
Filed 2026-10-28
Hartline Investment Corp/
DECREASED
Shares14,519 from 20,348
Change-5,829 (-29%)
Value$7.2M (-$3.0M)
Filed 2026-10-29
Private Wealth Group, LLC
DECREASED
Shares14,467 from 14,509
Change-42 (0%)
Value$7.2M (-$56.3K)
Filed 2026-10-19
MSH Capital Advisors LLC
INCREASED
Shares14,447 from 14,176
Change+271 (+2%)
Value$7.2M (+$100.4K)
Filed 2026-11-03
Montis Financial, LLC
DECREASED
Shares14,437 from 14,934
Change-497 (-3%)
Value$7.2M (-$283.9K)
Filed 2026-11-04
Klingman & Associates, LLC
DECREASED
Shares14,415 from 15,430
Change-1,015 (-7%)
Value$7.2M (-$543.1K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
DECREASED
Shares14,316 from 14,529
Change-213 (-1%)
Value$7.1M (-$141.8K)
Filed 2026-10-21
Schmidt P J Investment Management Inc
INCREASED
Shares14,295 from 13,673
Change+622 (+5%)
Value$7.1M (+$276.1K)
Filed 2026-11-02
Slow Capital, Inc.
DECREASED
Shares14,207 from 14,504
Change-297 (-2%)
Value$7.1M (-$183.3K)
Filed 2026-10-23
Inspire Trust Co, N.A.
INCREASED
Shares14,200 from 13,200
Change+1,000 (+8%)
Value$7.1M (+$465.7K)
Filed 2026-11-05
Howard Financial Services, Ltd.
INCREASED
Shares14,155 from 13,741
Change+414 (+3%)
Value$7.0M (+$172.6K)
Filed 2026-10-15
Correct Capital Wealth Management
DECREASED
Shares14,150 from 14,151
Change-1 (0%)
Value$7.0M (-$34.5K)
Filed 2026-11-02
First Merchants Corp
DECREASED
Shares14,141 from 14,398
Change-257 (-2%)
Value$7.0M (-$163.1K)
Filed 2026-10-15
Root Financial Partners, LLC
INCREASED
Shares14,134 from 13,768
Change+366 (+3%)
Value$7.0M (+$148.7K)
Filed 2026-10-21
Traynor Capital Management, Inc.
DECREASED
Shares14,126 from 14,748
Change-622 (-4%)
Value$7.0M (-$346.0K)
Filed 2026-10-29
TD Private Client Wealth LLC
DECREASED
Shares14,121 from 14,981
Change-860 (-6%)
Value$7.0M (-$464.8K)
Filed 2026-10-28
Ldic Inc.
INCREASED
Shares14,111 from 9,780
Change+4,331 (+44%)
Value$7.0M (+$2.1M)
Filed 2026-10-14
Fiduciary Financial Group, LLC
INCREASED
Shares14,105 from 10,302
Change+3,803 (+37%)
Value$7.0M (+$1.9M)
Filed 2026-10-13
Bluedoor Private Wealth, LLC
DECREASED
Shares14,099 from 14,756
Change-657 (-4%)
Value$7.0M (-$362.9K)
Filed 2026-11-05
Signet Investment Advisory Group, Inc.
INCREASED
Shares14,003 from 13,870
Change+133 (+1%)
Value$7.0M (+$32.4K)
Filed 2026-10-30
MBL Wealth, LLC
INCREASED
Shares13,957 from 13,468
Change+489 (+4%)
Value$6.9M (+$210.6K)
Filed 2026-10-22
Chapman Financial Group, LLC
DECREASED
Shares13,935 from 14,116
Change-181 (-1%)
Value$6.9M (-$124.6K)
Filed 2026-10-26
Formuepleje A/S
DECREASED
Shares13,920 from 15,325
Change-1,405 (-9%)
Value$6.9M (-$737.0K)
Filed 2026-10-15
Apollon Financial, LLC
DECREASED
Shares13,857 from 14,116
Change-259 (-2%)
Value$6.9M (-$163.4K)
Filed 2026-10-23
LMG Wealth Partners, LLC
INCREASED
Shares13,840 from 13,567
Change+273 (+2%)
Value$6.9M (+$102.8K)
Filed 2026-11-05
Douglas Lane & Associates, LLC
DECREASED
Shares13,803 from 14,047
Change-244 (-2%)
Value$6.9M (-$155.8K)
Filed 2026-10-09
BigSur Wealth Management LLC
INCREASED
Shares13,774 from 12,852
Change+922 (+7%)
Value$6.9M (+$427.8K)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares13,772 from 21,182
Change-7,410 (-35%)
Value$6.9M (-$3.7M)
Filed 2026-10-28
Kennon-Green & Company, LLC
DECREASED
Shares13,763 from 15,246
Change-1,483 (-10%)
Value$6.9M (-$775.7K)
Filed 2026-10-05
Seamount Financial Group Inc
DECREASED
Shares13,757 from 14,077
Change-320 (-2%)
Value$6.9M (-$193.7K)
Filed 2026-10-21
Thomas Story & SON LLC
DECREASED
Shares13,737 from 13,738
Change-1 (0%)
Value$6.8M (-$34.0K)
Filed 2026-10-13
Benedict Financial Advisors Inc
DECREASED
Shares13,725 from 14,667
Change-942 (-6%)
Value$6.8M (-$504.9K)
Filed 2026-10-07
CLG LLC
DECREASED
Shares13,713 from 14,051
Change-338 (-2%)
Value$6.8M (-$202.6K)
Filed 2026-10-13
Whitener Capital Management, Inc.
INCREASED
Shares13,680 from 13,551
Change+129 (+1%)
Value$6.8M (+$31.2K)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares13,624 from 13,410
Change+214 (+2%)
Value$6.8M (+$73.8K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares13,605 from 19,134
Change-5,529 (-29%)
Value$6.8M (-$2.8M)
Filed 2026-10-21
Wendell David Associates Inc
DECREASED
Shares13,600 from 13,975
Change-375 (-3%)
Value$6.8K (-$7.0M)
Filed 2026-10-27
Delta Financial Advisors LLC
DECREASED
Shares13,589 from 13,639
Change-50 (0%)
Value$6.8M (-$58.2K)
Filed 2026-10-27
ANB Bank
DECREASED
Shares13,574 from 13,625
Change-51 (0%)
Value$6.8M (-$58.6K)
Filed 2026-10-09
Sun Group Wealth Partners
DECREASED
Shares13,567 from 13,653
Change-86 (-1%)
Value$6.8M (-$76.1K)
Filed 2026-10-26
Griffin Asset Management, Inc.
DECREASED
Shares13,448 from 13,493
Change-45 (0%)
Value$6.7M (-$55.3K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares13,447 from 8,895
Change+4,552 (+51%)
Value$6.7M (+$2.4M)
Filed 2026-10-13
Gradient Capital Advisors, LLC
INCREASED
Shares13,424 from 11,052
Change+2,372 (+21%)
Value$6.7M (+$1.2M)
Filed 2026-10-21
Xcel Wealth Management, LLC
DECREASED
Shares13,398 from 13,415
Change-17 (0%)
Value$6.7M (-$41.2K)
Filed 2026-10-26
Magnus Financial Group LLC
INCREASED
Shares13,380 from 12,950
Change+430 (+3%)
Value$6.7M (+$182.5K)
Filed 2026-10-21
First Horizon Corp
DECREASED
Shares13,350 from 13,523
Change-173 (-1%)
Value$6.6M (-$119.1K)
Filed 2026-10-26
Marino, Stram & Associates LLC
INCREASED
Shares13,334 from 12,897
Change+437 (+3%)
Value$6.6M (+$186.2K)
Filed 2026-10-22
Rossmore Private Capital
INCREASED
Shares13,315 from 13,186
Change+129 (+1%)
Value$6.6M (+$32.1K)
Filed 2026-10-27
Old National Bancorp
DECREASED
Shares13,294 from 16,024
Change-2,730 (-17%)
Value$6.6M (-$1.4M)
Filed 2026-10-20
Tritonpoint Wealth, LLC
DECREASED
Shares13,261 from 13,297
Change-36 (0%)
Value$6.6M (-$50.4K)
Filed 2026-10-19
West Branch Capital LLC
INCREASED
Shares13,244 from 12,991
Change+253 (+2%)
Value$6.6M (+$94.3K)
Filed 2026-10-20
4J Wealth Management LLC
DECREASED
Shares13,211 from 13,229
Change-18 (0%)
Value$6.6M (-$41.2K)
Filed 2026-11-02
Bochk Asset Management Ltd
DECREASED
Shares13,200 from 26,300
Change-13,100 (-50%)
Value$6.6M (-$6.6M)
Filed 2026-10-29
Strategic Advisors LLC
DECREASED
Shares13,188 from 13,815
Change-627 (-5%)
Value$6.6M (-$345.9K)
Filed 2026-10-13
Blue Fin Capital, Inc.
DECREASED
Shares13,171 from 13,324
Change-153 (-1%)
Value$6.6M (-$108.7K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
INCREASED
Shares13,167 from 12,192
Change+975 (+8%)
Value$6.6M (+$455.8K)
Filed 2026-10-16
Trust Co of the South
INCREASED
Shares13,140 from 13,126
Change+14 (+0%)
Value$6.5M (-$25.1K)
Filed 2026-10-21
Guardsman Private Capital Management, Inc.
INCREASED
Shares13,137 from 13,129
Change+8 (+0%)
Value$6.5M (-$28.1K)
Filed 2026-10-19
Guardian Asset Advisors, LLC
INCREASED
Shares13,136 from 11,441
Change+1,695 (+15%)
Value$6.5M (+$813.9K)
Filed 2026-10-16
Alta Advisers Ltd
INCREASED
Shares13,122 from 7,135
Change+5,987 (+84%)
Value$6.5M (+$3.0M)
Filed 2026-11-02
Lynch & Associates
INCREASED
Shares13,095 from 12,920
Change+175 (+1%)
Value$6.5M (+$55.6K)
Filed 2026-10-13
Garrett Wealth Advisory Group, LLC
DECREASED
Shares13,039 from 13,044
Change-5 (0%)
Value$6.5M (-$34.3K)
Filed 2026-10-22
Balboa Wealth Partners
DECREASED
Shares13,009 from 14,051
Change-1,042 (-7%)
Value$6.5M (-$553.1K)
Filed 2026-10-20
Legacy CG, LLC
DECREASED
Shares12,997 from 14,368
Change-1,371 (-10%)
Value$6.5M (-$717.7K)
Filed 2026-10-30
Forbes J M & Co LLP
INCREASED
Shares12,915 from 12,893
Change+22 (+0%)
Value$6.4M (-$20.5K)
Filed 2026-10-16
Womack Financial LLC
INCREASED
Shares12,855 from 12,615
Change+240 (+2%)
Value$6.4M (+$88.7K)
Filed 2026-10-14
Uncommon Cents Investing Inc
INCREASED
Shares12,848 from 12,652
Change+196 (+2%)
Value$6.4M (+$66.7K)
Filed 2026-10-20
First National Bank Sioux Falls
INCREASED
Shares12,826 from 11,139
Change+1,687 (+15%)
Value$6.4M (+$1.1M)
Filed 2026-10-13
Quadcap Wealth Management, LLC
INCREASED
Shares12,790 from 12,594
Change+196 (+2%)
Value$6.4M (+$66.9K)
Filed 2026-11-02
Rockland Trust Co
DECREASED
Shares12,775 from 13,040
Change-265 (-2%)
Value$6.4M (-$163.8K)
Filed 2026-10-05
Greater Midwest Financial Group, LLC
INCREASED
Shares12,774 from 12,760
Change+14 (+0%)
Value$6.4M (-$24.2K)
Filed 2026-10-13
Southland Equity Partners LLC
DECREASED
Shares12,768 from 13,108
Change-340 (-3%)
Value$6.4M (-$201.3K)
Filed 2026-10-14
Brady Family Wealth, LLC
DECREASED
Shares12,732 from 13,279
Change-547 (-4%)
Value$6.3M (-$304.8K)
Filed 2026-11-02
Plato Investment Management Ltd
INCREASED
Shares12,707 from 11,984
Change+723 (+6%)
Value$6.4M (+$390.4K)
Filed 2026-11-05
Autumn Glory Partners, LLC
INCREASED
Shares12,697 from 12,686
Change+11 (+0%)
Value$6.3M (-$25.5K)
Filed 2026-10-26
Chicago Trust Co NA
INCREASED
Shares12,669 from 9,163
Change+3,506 (+38%)
Value$6.3M (+$1.7M)
Filed 2026-10-28
CMH Wealth Management LLC
DECREASED
Shares12,653 from 13,628
Change-975 (-7%)
Value$6.3M (-$518.8K)
Filed 2026-10-22
Matrix Asset Advisors Inc
INCREASED
Shares12,645 from 11,645
Change+1,000 (+9%)
Value$6.3M (+$469.5K)
Filed 2026-10-13
Core Wealth Partners LLC
DECREASED
Shares12,612 from 13,255
Change-643 (-5%)
Value$6.3M (-$352.5K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares12,597 from 12,814
Change-217 (-2%)
Value$6.3M (-$139.6K)
Filed 2026-11-04
Independent Investors Inc
UNCHANGED
Shares12,577 from 12,577
Change0 (0%)
Value$6.3M (-$30.7K)
Filed 2026-10-30
Acropolis Investment Management, LLC
DECREASED
Shares12,547 from 13,839
Change-1,292 (-9%)
Value$6.2M (-$677.1K)
Filed 2026-10-08
Curtis Advisory Group, LLC
DECREASED
Shares12,487 from 12,537
Change-50 (0%)
Value$6.2M (-$55.5K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares12,477
Change+12,477
Value$6.2M
Filed 2026-10-26
Dudley Capital Management, LLC
DECREASED
Shares12,425 from 12,430
Change-5 (0%)
Value$6.2M (-$32.8K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares12,396 from 12,305
Change+91 (+1%)
Value$6.2M (+$15.3K)
Filed 2026-10-20
Capital Wealth Alliance, LLC
INCREASED
Shares12,391 from 12,376
Change+15 (+0%)
Value$6.2M (-$22.7K)
Filed 2026-10-20
HCR Wealth Advisors
INCREASED
Shares12,375 from 12,142
Change+233 (+2%)
Value$6.2M (+$86.4K)
Filed 2026-10-15
Rhodes Investment Advisors Inc
DECREASED
Shares12,363 from 12,364
Change-1 (0%)
Value$6.2M (-$30.7K)
Filed 2026-10-07
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares12,323 from 14,607
Change-2,284 (-16%)
Value$6.1M (-$1.2M)
Filed 2026-10-15
City State Bank
DECREASED
Shares12,321 from 13,553
Change-1,232 (-9%)
Value$6.1M (-$646.5K)
Filed 2026-10-20
Buckhead Capital Management LLC
DECREASED
Shares12,304 from 12,336
Change-32 (0%)
Value$6.1M (-$46.0K)
Filed 2026-11-03
Focused Alpha, LLC
INCREASED
Shares12,286 from 12,222
Change+64 (+1%)
Value$6.1M (+$2.0K)
Filed 2026-10-20
Compton Wealth Advisory Group, LLC
DECREASED
Shares12,214 from 12,307
Change-93 (-1%)
Value$6.1M (-$37.2K)
Filed 2026-10-13
Diligent Investors, LLC
DECREASED
Shares12,193 from 12,286
Change-93 (-1%)
Value$6.1M (-$76.3K)
Filed 2026-10-21
Global Assets Advisory, LLC
INCREASED
Shares12,136 from 11,952
Change+184 (+2%)
Value$6.1M (+$127.3K)
Filed 2026-10-28
Premier Path Wealth Partners, LLC
INCREASED
Shares12,132 from 11,823
Change+309 (+3%)
Value$6.0M (+$125.0K)
Filed 2026-10-16
180 Wealth Advisors, LLC
INCREASED
Shares12,105 from 12,044
Change+61 (+1%)
Value$6.0M (+$988)
Filed 2026-11-03
Compass Ion Advisors, LLC
INCREASED
Shares12,088 from 12,048
Change+40 (+0%)
Value$6.0M (-$9.5K)
Filed 2026-10-23
Aire Advisors, LLC
DECREASED
Shares12,079 from 12,941
Change-862 (-7%)
Value$6.0M (-$460.8K)
Filed 2026-10-22
True Private Wealth Advisors
INCREASED
Shares12,067 from 11,996
Change+71 (+1%)
Value$6.0M (+$6.6K)
Filed 2026-10-19
Flagstone Financial Management
DECREASED
Shares12,054 from 12,096
Change-42 (0%)
Value$6.0M (-$50.4K)
Filed 2026-11-05
Granite Investment Partners, LLC
UNCHANGED
Shares11,989 from 11,989
Change0 (0%)
Value$6.0M (-$29.3K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares11,970 from 11,156
Change+814 (+7%)
Value$6.0M (+$377.9K)
Filed 2026-10-08
Madison Park Capital Advisors, LLC
INCREASED
Shares11,967 from 11,918
Change+49 (+0%)
Value$6.0M (-$4.7K)
Filed 2026-10-28
Fischer Financial Services, Inc.
INCREASED
Shares11,864 from 11,702
Change+162 (+1%)
Value$5.9M (+$52.1K)
Filed 2026-10-30
Diversified Enterprises, LLC
INCREASED
Shares11,803 from 11,040
Change+763 (+7%)
Value$5.9M (+$353.0K)
Filed 2026-10-19
Supplemental Annuity Collective Trust of NJ
INCREASED
Shares11,784 from 11,759
Change+25 (+0%)
Value$5.9M (-$16.2K)
Filed 2026-11-02
Bank of New Hampshire
DECREASED
Shares11,783 from 12,157
Change-374 (-3%)
Value$5.9M (-$215.9K)
Filed 2026-10-06
Leibman Financial Services, Inc.
INCREASED
Shares11,773 from 9,746
Change+2,027 (+21%)
Value$5.9M (+$994.9K)
Filed 2026-10-13
R2 Capital Strategies, LLC
INCREASED
Shares11,729 from 11,716
Change+13 (+0%)
Value$5.8M (-$22.1K)
Filed 2026-10-15
Nixon Peabody Trust Co
INCREASED
Shares11,720 from 11,551
Change+169 (+1%)
Value$5.8M (+$56.0K)
Filed 2026-10-23
Overbrook Management Corp
DECREASED
Shares11,698 from 13,156
Change-1,458 (-11%)
Value$5.8M (-$758.1K)
Filed 2026-10-08
Reynders McVeigh Capital Management, LLC
DECREASED
Shares11,677 from 11,890
Change-213 (-2%)
Value$5.8M (-$135.5K)
Filed 2026-10-30
TFC Financial Management, Inc.
DECREASED
Shares11,634 from 11,749
Change-115 (-1%)
Value$5.8M (-$85.9K)
Filed 2026-10-26
Partners Wealth Management, LLC
INCREASED
Shares11,608 from 6,658
Change+4,950 (+74%)
Value$5.8M (+$2.4M)
Filed 2026-10-28
Rose Capital Advisors LLC
INCREASED
Shares11,572 from 11,048
Change+524 (+5%)
Value$5.8M (+$234.0K)
Filed 2026-11-04
Hilltop National Bank
INCREASED
Shares11,565 from 11,420
Change+145 (+1%)
Value$5.8M (+$44.3K)
Filed 2026-10-14
Maia Wealth LLC
INCREASED
Shares11,512 from 9,840
Change+1,672 (+17%)
Value$5.7M (+$808.6K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares11,490 from 10,409
Change+1,081 (+10%)
Value$5.7M (+$380.2K)
Filed 2026-10-26
Lipe & Dalton
INCREASED
Shares11,390 from 9,315
Change+2,075 (+22%)
Value$5.7K (+$1.0K)
Filed 2026-10-15
L. Roy Papp & Associates, LLP
INCREASED
Shares11,371 from 11,357
Change+14 (+0%)
Value$5.7M (-$20.7K)
Filed 2026-10-21
Oakworth Capital, Inc.
DECREASED
Shares11,364 from 11,389
Change-25 (0%)
Value$5.7M (-$39.5K)
Filed 2026-10-26
Jacobs & Co
DECREASED
Shares11,337 from 11,350
Change-13 (0%)
Value$5.6K (-$34)
Filed 2026-10-09
Focused Wealth Management, Inc
INCREASED
Shares11,328 from 11,102
Change+226 (+2%)
Value$5.6M (+$85.2K)
Filed 2026-10-30
Northwest Wealth Management, LLC
INCREASED
Shares11,280 from 11,245
Change+35 (+0%)
Value$5.6M (-$10.0K)
Filed 2026-10-30
Cove Private Wealth, LLC
INCREASED
Shares11,247 from 11,136
Change+111 (+1%)
Value$5.6M (+$28.1K)
Filed 2026-10-28
Cypress Wealth Services, LLC
INCREASED
Shares11,244 from 10,983
Change+261 (+2%)
Value$5.7M (+$188.3K)
Filed 2026-10-21
Pinkerton Wealth, LLC
INCREASED
Shares11,234 from 10,708
Change+526 (+5%)
Value$5.6M (+$462.7K)
Filed 2026-10-29
NavPoint Financial, Inc.
INCREASED
Shares11,204 from 10,923
Change+281 (+3%)
Value$5.6M (+$113.0K)
Filed 2026-10-21
Scott & Selber, Inc.
INCREASED
Shares11,126 from 11,123
Change+3 (+0%)
Value$5.5M (-$25.7K)
Filed 2026-10-21
Eagle Capital Management, LLC
DECREASED
Shares11,107 from 11,122
Change-15 (0%)
Value$5.5K (-$34)
Filed 2026-10-19
Summit Wealth Group LLC / Co
INCREASED
Shares11,101 from 3,711
Change+7,390 (+199%)
Value$5.5M (+$3.7M)
Filed 2026-10-29
ZWJ Investment Counsel Inc
INCREASED
Shares11,086 from 9,316
Change+1,770 (+19%)
Value$5.5M (+$858.6K)
Filed 2026-10-15
Balefire, LLC
DECREASED
Shares11,081 from 12,669
Change-1,588 (-13%)
Value$5.5M (-$821.7K)
Filed 2026-10-09
Ballast, Inc.
DECREASED
Shares11,023 from 11,139
Change-116 (-1%)
Value$5.5M (-$84.9K)
Filed 2026-10-20
Sterling Investment Counsel, LLC
INCREASED
Shares11,017 from 10,969
Change+48 (+0%)
Value$5.5M (-$2.9K)
Filed 2026-10-19
True Freedom Investing, LLC
INCREASED
Shares10,988 from 10,458
Change+530 (+5%)
Value$5.5M (+$460.0K)
Filed 2026-10-29
Financial Insights, Inc.
DECREASED
Shares10,985 from 12,157
Change-1,172 (-10%)
Value$5.5M (-$613.3K)
Filed 2026-10-27
Spinnaker Investment Group, LLC
DECREASED
Shares10,964 from 11,024
Change-60 (-1%)
Value$5.5M (-$56.8K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares10,880 from 2,573
Change+8,307 (+323%)
Value$5.4M (+$4.1M)
Filed 2026-10-30
Westco Advisory Services Inc
DECREASED
Shares10,861 from 11,104
Change-243 (-2%)
Value$5.4M (-$148.1K)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares10,837 from 8,160
Change+2,677 (+33%)
Value$5.4M (+$1.3M)
Filed 2026-11-04
Asset One Wealth Management LLC
INCREASED
Shares10,835 from 7,280
Change+3,555 (+49%)
Value$5.4M (+$1.8M)
Filed 2026-11-02
Banque Pictet & CIE SA
INCREASED
Shares10,822 from 8,782
Change+2,040 (+23%)
Value$5.4M (+$994.4K)
Filed 2026-10-16
Garde Capital, Inc.
INCREASED
Shares10,793 from 10,718
Change+75 (+1%)
Value$5.4M (+$11.2K)
Filed 2026-10-29
Blume Capital Management, Inc.
DECREASED
Shares10,778 from 11,115
Change-337 (-3%)
Value$5.4M (-$194.9K)
Filed 2026-10-26
Highline Wealth Partners LLC
INCREASED
Shares10,750 from 10,471
Change+279 (+3%)
Value$5.4M (+$113.4K)
Filed 2026-10-19
Northwest Wealth Advisors, LLC
UNCHANGED
Shares10,722 from 10,722
Change0 (0%)
Value$5.3M (-$26.2K)
Filed 2026-11-02
Central Pacific Bank - Trust Division
DECREASED
Shares10,712 from 10,713
Change-1 (0%)
Value$5.3M (-$26.6K)
Filed 2026-10-06
Artemis Wealth Advisors, LLC
INCREASED
Shares10,702 from 9,992
Change+710 (+7%)
Value$5.3M (+$329.2K)
Filed 2026-11-05
Professional Financial Advisors, LLC
DECREASED
Shares10,691 from 10,829
Change-138 (-1%)
Value$5.3M (-$95.2K)
Filed 2026-10-13
Sloy Dahl & Holst, LLC
DECREASED
Shares10,681 from 11,099
Change-418 (-4%)
Value$5.3M (-$235.2K)
Filed 2026-10-14
Baring Financial LLC
DECREASED
Shares10,665 from 10,876
Change-211 (-2%)
Value$5.3M (-$131.6K)
Filed 2026-10-07
James Investment Research, Inc.
DECREASED
Shares10,642 from 11,031
Change-389 (-4%)
Value$5.3M (-$220.6K)
Filed 2026-10-22
Formidable Asset Management, LLC
INCREASED
Shares10,615 from 10,461
Change+154 (+1%)
Value$5.3M (+$298.7K)
Filed 2026-11-03
Peak Financial Advisors LLC
INCREASED
Shares10,606 from 8,030
Change+2,576 (+32%)
Value$5.3M (+$1.3M)
Filed 2026-10-28
Ridgepath Capital Management LLC
DECREASED
Shares10,528 from 12,041
Change-1,513 (-13%)
Value$5.2M (-$782.8K)
Filed 2026-10-29
CRA Financial Services, LLC
DECREASED
Shares10,525 from 10,577
Change-52 (0%)
Value$5.2M (-$51.7K)
Filed 2026-10-16
Shearwater Capital LLC
INCREASED
Shares10,499 from 10,467
Change+32 (+0%)
Value$5.2M (-$9.6K)
Filed 2026-10-13
First Citizens Financial Corp
INCREASED
Shares10,498 from 9,750
Change+748 (+8%)
Value$5.2M (+$348.7K)
Filed 2026-10-02
Fenimore Asset Management Inc
DECREASED
Shares10,450 from 10,585
Change-135 (-1%)
Value$5.2M (-$93.1K)
Filed 2026-10-08
Parisi Gray Wealth Management
INCREASED
Shares10,438 from 10,364
Change+74 (+1%)
Value$5.2M (+$11.8K)
Filed 2026-10-16
Nfsg Corp
DECREASED
Shares10,409 from 11,506
Change-1,097 (-10%)
Value$5.2M (-$574.3K)
Filed 2026-10-15
Hardin Capital Partners, LLC
INCREASED
Shares10,399 from 10,026
Change+373 (+4%)
Value$5.2M (+$167.0K)
Filed 2026-10-09
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares10,371 from 10,386
Change-15 (0%)
Value$5.2M (-$32.8K)
Filed 2026-10-19
SRH Advisors, LLC
DECREASED
Shares10,257 from 10,307
Change-50 (0%)
Value$5.1M (-$50.0K)
Filed 2026-10-22
Kathmere Capital Management, LLC
INCREASED
Shares10,248 from 9,225
Change+1,023 (+11%)
Value$5.1M (+$486.8K)
Filed 2026-10-20
Strategic Blueprint, LLC
DECREASED
Shares10,233 from 10,797
Change-564 (-5%)
Value$5.1M (-$307.2K)
Filed 2026-10-22
Van Cleef Asset Management,Inc
DECREASED
Shares10,228 from 10,231
Change-3 (0%)
Value$5.1M (-$26.5K)
Filed 2026-10-20
Peoples Bank
DECREASED
Shares10,194 from 10,291
Change-97 (-1%)
Value$5.1M (-$73.4K)
Filed 2026-10-09
Ahara Advisors LLC
INCREASED
Shares10,153 from 9,127
Change+1,026 (+11%)
Value$5.1M (+$488.9K)
Filed 2026-10-29
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares10,131 from 11,486
Change-1,355 (-12%)
Value$5.0M (-$702.7K)
Filed 2026-10-22
R.H. Dinel Investment Counsel, Inc.
UNCHANGED
Shares10,075 from 10,075
Change0 (0%)
Value$5.0M (-$24.6K)
Filed 2026-10-14
Viewpoint Investment Partners Corp
DECREASED
Shares10,061 from 12,441
Change-2,380 (-19%)
Value$5.1M (-$1.2M)
Filed 2026-10-26
Sound Portfolio Advisors, LLC
INCREASED
Shares10,055 from 10,046
Change+9 (+0%)
Value$5.0M (-$20.0K)
Filed 2026-11-05
Mengis Capital Management, Inc.
INCREASED
Shares10,052 from 9,880
Change+172 (+2%)
Value$5.0M (+$61.5K)
Filed 2026-10-13
IPG Investment Advisors LLC
INCREASED
Shares10,050 from 9,450
Change+600 (+6%)
Value$5.0M (+$275.7K)
Filed 2026-10-30
Retirement Planning Group, LLC
INCREASED
Shares10,047 from 8,753
Change+1,294 (+15%)
Value$5.0M (+$623.0K)
Filed 2026-10-19
Hartford Financial Management Inc.
INCREASED
Shares10,039 from 9,978
Change+61 (+1%)
Value$5.0M (+$6.0K)
Filed 2026-10-21
Pinion Investment Advisors, LLC
INCREASED
Shares10,036 from 9,910
Change+126 (+1%)
Value$5.0M (+$38.6K)
Filed 2026-11-04
55 North Private Wealth, LLC
INCREASED
Shares10,033 from 9,611
Change+422 (+4%)
Value$5.0M (+$186.7K)
Filed 2026-10-20
Bull Street Advisors, LLC
INCREASED
Shares10,020 from 9,950
Change+70 (+1%)
Value$5.0K (-$5.0M)
Filed 2026-10-20
Nova R Wealth, Inc.
INCREASED
Shares9,989 from 9,976
Change+13 (+0%)
Value$5.0M (-$17.9K)
Filed 2026-10-26
Essex Bank
DECREASED
Shares9,941 from 10,164
Change-223 (-2%)
Value$5.0M (-$135.8K)
Filed 2026-10-16
Waters Parkerson & Co., LLC
INCREASED
Shares9,917 from 9,915
Change+2 (+0%)
Value$4.9M (-$23.2K)
Filed 2026-11-04
TCV Trust & Wealth Management, Inc.
DECREASED
Shares9,912 from 10,209
Change-297 (-3%)
Value$4.9M (-$172.8K)
Filed 2026-10-16
Lantz Financial LLC
INCREASED
Shares9,904 from 9,589
Change+315 (+3%)
Value$4.9M (+$133.5K)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares9,900 from 9,785
Change+115 (+1%)
Value$5.2M (+$314.4K)
Filed 2026-10-15
Investment Management Trust, LLC
INCREASED
Shares9,896 from 9,886
Change+10 (+0%)
Value$4.9M (-$19.1K)
Filed 2026-11-05
Idaho Trust Co
DECREASED
Shares9,872 from 9,917
Change-45 (0%)
Value$4.9M (-$46.6K)
Filed 2026-11-04
Arlington Trust Co LLC
INCREASED
Shares9,859 from 8,096
Change+1,763 (+22%)
Value$4.9M (+$858.1K)
Filed 2026-10-20
Merrion Investment Management Co, LLC
DECREASED
Shares9,807 from 10,237
Change-430 (-4%)
Value$4.9M (-$239.1K)
Filed 2026-10-16
Islay Capital Management, LLC
INCREASED
Shares9,795 from 9,720
Change+75 (+1%)
Value$4.9M (+$13.6K)
Filed 2026-10-20
QV Investors Inc.
DECREASED
Shares9,771 from 9,931
Change-160 (-2%)
Value$4.9K (-$5.0M)
Filed 2026-10-20
Wingate Wealth Advisors, Inc.
DECREASED
Shares9,724 from 9,980
Change-256 (-3%)
Value$4.8M (-$151.8K)
Filed 2026-10-26
Capital City Trust Co
DECREASED
Shares9,723 from 9,826
Change-103 (-1%)
Value$4.8M (-$75.3K)
Filed 2026-10-22
GoalVest Advisory LLC
INCREASED
Shares9,698 from 9,114
Change+584 (+6%)
Value$4.8M (+$268.6K)
Filed 2026-10-02
Stevens Capital Partners
INCREASED
Shares9,676 from 7,510
Change+2,166 (+29%)
Value$4.8M (+$1.1M)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares9,676 from 10,352
Change-676 (-7%)
Value$4.8M (-$361.9K)
Filed 2026-10-27
RDA Financial Network
INCREASED
Shares9,674 from 9,292
Change+382 (+4%)
Value$4.8M (+$167.5K)
Filed 2026-10-15
Bell Bank
INCREASED
Shares9,665 from 2,669
Change+6,996 (+262%)
Value$4.8M (+$3.5M)
Filed 2026-10-21
Portside Wealth Group, LLC
INCREASED
Shares9,646 from 9,423
Change+223 (+2%)
Value$4.8M (+$88.1K)
Filed 2026-10-20
Red Mountain Financial, LLC
DECREASED
Shares9,641 from 9,667
Change-26 (0%)
Value$4.8M (-$36.5K)
Filed 2026-11-03
Auto-Owners Insurance Co
DECREASED
Shares9,619 from 9,655
Change-36 (0%)
Value$4.8M (-$41.5K)
Filed 2026-10-15
Long Island Wealth Management, Inc.
INCREASED
Shares9,615 from 8,556
Change+1,059 (+12%)
Value$4.8M (+$506.5K)
Filed 2026-10-20
Legacy Financial Strategies, LLC
DECREASED
Shares9,579 from 9,679
Change-100 (-1%)
Value$4.8M (-$73.4K)
Filed 2026-10-15
RWQ Financial Management Services, Inc.
DECREASED
Shares9,530 from 30,540
Change-21,010 (-69%)
Value$4.7M (-$10.5M)
Filed 2026-10-19
Kwmg, LLC
DECREASED
Shares9,512 from 9,528
Change-16 (0%)
Value$4.7M (-$31.2K)
Filed 2026-10-07
Clarity Capital Advisors, LLC
UNCHANGED
Shares9,479 from 9,479
Change0 (0%)
Value$4.7M (-$23.1K)
Filed 2026-10-27
Western Pacific Wealth Management, LP
UNCHANGED
Shares9,478 from 9,478
Change0 (0%)
Value$4.7M (-$23.1K)
Filed 2026-10-16
Parcion Private Wealth LLC
INCREASED
Shares9,467 from 8,899
Change+568 (+6%)
Value$4.7M (+$261.1K)
Filed 2026-10-28
Rede Wealth, LLC
DECREASED
Shares9,463 from 9,914
Change-451 (-5%)
Value$4.7M (-$248.5K)
Filed 2026-10-22
Marathon Capital Management
DECREASED
Shares9,456 from 9,473
Change-17 (0%)
Value$4.7M (-$31.6K)
Filed 2026-10-23
Adirondack Capital Advisors, LLC
INCREASED
Shares9,443 from 9,418
Change+25 (+0%)
Value$4.7M (-$10.5K)
Filed 2026-10-09
Capital Management Associates, Inc
DECREASED
Shares9,435 from 9,608
Change-173 (-2%)
Value$4.7M (-$109.6K)
Filed 2026-10-20
LaFleur & Godfrey LLC
INCREASED
Shares9,433 from 8,915
Change+518 (+6%)
Value$4.7M (+$236.2K)
Filed 2026-10-27
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares9,422 from 9,439
Change-17 (0%)
Value$4.7M (-$31.5K)
Filed 2026-10-09
Greenspring Advisors, LLC
INCREASED
Shares9,416 from 8,250
Change+1,166 (+14%)
Value$4.7M (+$560.6K)
Filed 2026-11-05
Alpha Omega Wealth Management LLC
INCREASED
Shares9,406 from 9,298
Change+108 (+1%)
Value$4.7M (+$31.1K)
Filed 2026-10-23
Samalin Investment Counsel, LLC
INCREASED
Shares9,379 from 9,127
Change+252 (+3%)
Value$4.7M (+$102.9K)
Filed 2026-10-23
Novem Group
INCREASED
Shares9,373 from 9,228
Change+145 (+2%)
Value$4.7M (+$49.7K)
Filed 2026-10-19
Compass Financial Management LLC
DECREASED
Shares9,352 from 9,435
Change-83 (-1%)
Value$4.7M (-$177.1K)
Filed 2026-10-30
HF Advisory Group, LLC
DECREASED
Shares9,324 from 9,924
Change-600 (-6%)
Value$4.6M (-$323.3K)
Filed 2026-10-09
Taylor Financial Group, Inc.
UNCHANGED
Shares9,323 from 9,323
Change0 (0%)
Value$4.6M (-$22.7K)
Filed 2026-11-02
Flavin Financial Services, Inc.
INCREASED
Shares9,302 from 9,177
Change+125 (+1%)
Value$4.6M (+$39.6K)
Filed 2026-10-21
Weatherly Asset Management L. P.
INCREASED
Shares9,291 from 9,114
Change+177 (+2%)
Value$4.6M (+$65.9K)
Filed 2026-10-20
Tilia Fiduciary Partners, Inc.
INCREASED
Shares9,288 from 9,042
Change+246 (+3%)
Value$4.6M (+$100.4K)
Filed 2026-10-09
Pine Haven Investment Counsel, Inc
INCREASED
Shares9,282 from 9,269
Change+13 (+0%)
Value$4.6M (-$16.1K)
Filed 2026-11-02
GSG Advisors LLC
DECREASED
Shares9,280 from 9,379
Change-99 (-1%)
Value$4.6M (-$72.2K)
Filed 2026-11-03
New England Research & Management, Inc.
INCREASED
Shares9,278 from 9,203
Change+75 (+1%)
Value$4.6M (+$14.9K)
Filed 2026-10-16
Vertrix Wealth Management, LLC
INCREASED
Shares9,271 from 8,968
Change+303 (+3%)
Value$4.6M (+$129.1K)
Filed 2026-10-13
Winthrop Advisory Group LLC
INCREASED
Shares9,249 from 8,914
Change+335 (+4%)
Value$4.6M (+$145.1K)
Filed 2026-10-22
Naples Global Advisors, LLC
DECREASED
Shares9,238 from 9,296
Change-58 (-1%)
Value$4.6M (-$51.6K)
Filed 2026-11-05
Searle & Co.
UNCHANGED
Shares9,237 from 9,237
Change0 (0%)
Value$4.6M (-$22.5K)
Filed 2026-11-04
Bill Few Associates, Inc.
DECREASED
Shares9,217 from 10,621
Change-1,404 (-13%)
Value$4.6M (-$725.0K)
Filed 2026-10-09
First City Capital Management, Inc.
DECREASED
Shares9,185 from 9,983
Change-798 (-8%)
Value$4.6M (-$421.7K)
Filed 2026-10-27
Linden Thomas Advisory Services, LLC
INCREASED
Shares9,181 from 9,062
Change+119 (+1%)
Value$4.6M (+$37.1K)
Filed 2026-10-19
Washington Trust Bank
INCREASED
Shares9,161 from 8,803
Change+358 (+4%)
Value$4.6M (+$156.8K)
Filed 2026-11-03
Weil Company, Inc.
DECREASED
Shares9,140 from 9,196
Change-56 (-1%)
Value$4.6M (-$50.3K)
Filed 2026-10-14
Valley National Advisers Inc
DECREASED
Shares9,129 from 9,133
Change-4 (0%)
Value$4.5M (-$24.3K)
Filed 2026-10-23
Wealth Management Nebraska
DECREASED
Shares9,127 from 9,296
Change-169 (-2%)
Value$4.5M (-$106.8K)
Filed 2026-10-26
Axxion S.A.
DECREASED
Shares9,121 from 12,421
Change-3,300 (-27%)
Value$4.6M (-$869.3K)
Filed 2026-10-22
JB Capital LLC
DECREASED
Shares9,112 from 9,340
Change-228 (-2%)
Value$4.5M (-$136.3K)
Filed 2026-10-19
Independence Bank of Kentucky
DECREASED
Shares9,098 from 9,211
Change-113 (-1%)
Value$4.5M (-$78.7K)
Filed 2026-10-26
Asset Dedication, LLC
DECREASED
Shares9,096 from 9,235
Change-139 (-2%)
Value$4.5M (-$91.7K)
Filed 2026-11-03
Roman Butler Fullerton & Co
INCREASED
Shares9,080 from 8,796
Change+284 (+3%)
Value$4.8M (+$462.7K)
Filed 2026-10-27
Johnson Bixby & Associates, LLC
DECREASED
Shares9,064 from 9,653
Change-589 (-6%)
Value$4.5M (-$316.8K)
Filed 2026-10-14
Amitell Capital Pte Ltd
UNCHANGED
Shares9,007 from 9,007
Change0 (0%)
Value$4.5M (-$22.0K)
Filed 2026-11-02
Phoenix Wealth Advisors
DECREASED
Shares8,997 from 10,047
Change-1,050 (-10%)
Value$4.5M (-$547.4K)
Filed 2026-11-03
Nitor Capital Management, LLC
DECREASED
Shares8,927 from 8,977
Change-50 (-1%)
Value$4.4M (-$46.8K)
Filed 2026-11-04
Tiller Private Wealth, Inc.
UNCHANGED
Shares8,925 from 8,925
Change0 (0%)
Value$4.4M (-$21.8K)
Filed 2026-10-26
Nvwm, LLC
DECREASED
Shares8,875 from 8,917
Change-42 (0%)
Value$4.4M (-$42.7K)
Filed 2026-10-14
Physicians Financial Services, Inc.
DECREASED
Shares8,860 from 8,970
Change-110 (-1%)
Value$4.4K (-$4.5M)
Filed 2026-11-04
Traphagen Investment Advisors LLC
INCREASED
Shares8,858 from 8,620
Change+238 (+3%)
Value$4.4M (+$97.5K)
Filed 2026-10-14
Crescent Grove Advisors, LLC
INCREASED
Shares8,832 from 8,809
Change+23 (+0%)
Value$4.4M (-$9.9K)
Filed 2026-10-21
Schear Investment Advisers, LLC
NEW
Shares8,825
Change+8,825
Value$4.4M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares8,825 from 8,418
Change+407 (+5%)
Value$4.4M (+$182.1K)
Filed 2026-10-14
Kassira Wealth Management LLC
DECREASED
Shares8,822 from 8,883
Change-61 (-1%)
Value$4.4M (-$52.0K)
Filed 2026-10-28
Anchyra Partners LLC
INCREASED
Shares8,819 from 8,100
Change+719 (+9%)
Value$4.4M (+$338.3K)
Filed 2026-10-13
Prairie Advisory, LLC
INCREASED
Shares8,806 from 4,409
Change+4,397 (+100%)
Value$4.4M (+$2.2M)
Filed 2026-10-19
StoneX Group Inc.
DECREASED
Shares8,796 from 10,442
Change-1,646 (-16%)
Value$4.4M (-$839.4K)
Filed 2026-11-03
Grand Central Investment Group
INCREASED
Shares8,788 from 7,753
Change+1,035 (+13%)
Value$4.4M (+$496.5K)
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
INCREASED
Shares8,751 from 7,853
Change+898 (+11%)
Value$4.4M (+$428.0K)
Filed 2026-10-05
Grey Ledge Advisors, LLC
DECREASED
Shares8,748 from 8,875
Change-127 (-1%)
Value$4.4M (-$84.9K)
Filed 2026-11-02
Harfst & Associates, Inc.
DECREASED
Shares8,743 from 8,752
Change-9 (0%)
Value$4.4M (-$25.8K)
Filed 2026-10-20
Elmwood Wealth Management, Inc.
DECREASED
Shares8,709 from 8,730
Change-21 (0%)
Value$4.3M (-$31.8K)
Filed 2026-10-14
Smart Wealth LLC
DECREASED
Shares8,704 from 10,258
Change-1,554 (-15%)
Value$4.3M (-$798.8K)
Filed 2026-11-04
Sterling Investment Advisors, Ltd.
DECREASED
Shares8,684 from 9,050
Change-366 (-4%)
Value$4.3M (-$204.3K)
Filed 2026-10-27
JSF Financial, LLC
INCREASED
Shares8,660 from 8,473
Change+187 (+2%)
Value$4.3M (+$72.4K)
Filed 2026-10-22
BG Investment Services, LLC
INCREASED
Shares8,623 from 619
Change+8,004 (+1293%)
Value$4.3M (+$4.0M)
Filed 2026-10-23
Turn8 Private Wealth Inc.
INCREASED
Shares8,601 from 8,450
Change+151 (+2%)
Value$4.3M (+$5.0K)
Filed 2026-11-05
Gratus Wealth Advisors, LLC
DECREASED
Shares8,587 from 9,134
Change-547 (-6%)
Value$4.3M (-$294.7K)
Filed 2026-10-26
FSM Wealth Advisors, LLC
DECREASED
Shares8,579 from 8,925
Change-346 (-4%)
Value$4.4M (-$81.7K)
Filed 2026-10-27
Verus Capital Partners, LLC
INCREASED
Shares8,552 from 8,099
Change+453 (+6%)
Value$4.3M (+$205.7K)
Filed 2026-11-03
Huntleigh Advisors, Inc.
INCREASED
Shares8,548 from 8,470
Change+78 (+1%)
Value$4.3M (+$18.2K)
Filed 2026-11-03
Epiq Partners, LLC
INCREASED
Shares8,534 from 8,458
Change+76 (+1%)
Value$4.2M (+$17.2K)
Filed 2026-10-07
Sepio Capital, LP
DECREASED
Shares8,520 from 10,942
Change-2,422 (-22%)
Value$4.2M (-$1.2M)
Filed 2026-10-22
Finivi Inc.
INCREASED
Shares8,492 from 8,420
Change+72 (+1%)
Value$4.2M (+$15.5K)
Filed 2026-10-13
Accurate Wealth Management, LLC
INCREASED
Shares8,468 from 8,286
Change+182 (+2%)
Value$4.4M (+$313.3K)
Filed 2026-10-20
Lodestar Private Asset Management LLC
DECREASED
Shares8,452 from 8,631
Change-179 (-2%)
Value$4.2M (-$110.2K)
Filed 2026-10-26
Oarsman Capital, Inc.
INCREASED
Shares8,427 from 8,250
Change+177 (+2%)
Value$4.2M (+$68.0K)
Filed 2026-11-05
Stonebridge Financial Group, LLC
INCREASED
Shares8,368 from 8,272
Change+96 (+1%)
Value$4.2M (+$27.6K)
Filed 2026-10-01
Freedom Day Solutions, LLC
INCREASED
Shares8,363 from 8,255
Change+108 (+1%)
Value$4.2M (+$33.6K)
Filed 2026-10-20
Drum Hill Capital, LLC
INCREASED
Shares8,349 from 7,568
Change+781 (+10%)
Value$4.2M (+$370.4K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
INCREASED
Shares8,324 from 6,568
Change+1,756 (+27%)
Value$4.1M (+$858.4K)
Filed 2026-10-13
DE Burlo Group Inc
INCREASED
Shares8,311 from 6,726
Change+1,585 (+24%)
Value$4.1M (+$772.8K)
Filed 2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED
Shares8,299 from 8,934
Change-635 (-7%)
Value$4.1M (-$338.0K)
Filed 2026-10-20
Rinkey Investments
INCREASED
Shares8,283 from 8,274
Change+9 (+0%)
Value$4.1M (-$15.4K)
Filed 2026-10-28
Birch Financial Group, LLC
DECREASED
Shares8,275 from 11,605
Change-3,330 (-29%)
Value$4.1M (-$1.7M)
Filed 2026-10-27
Stone Wealth Partners
INCREASED
Shares8,274 from 5,036
Change+3,238 (+64%)
Value$4.1M (+$1.6M)
Filed 2026-11-05
Legacy Private Trust Co.
DECREASED
Shares8,269 from 8,319
Change-50 (-1%)
Value$4.1M (-$45.2K)
Filed 2026-10-06
E&G Advisors, LLC
INCREASED
Shares8,214 from 8,209
Change+5 (+0%)
Value$4.1M (-$17.5K)
Filed 2026-10-13
Kornitzer Capital Management Inc
DECREASED
Shares8,185 from 8,305
Change-120 (-1%)
Value$4.1M (-$80.0K)
Filed 2026-11-03
Conning Inc.
DECREASED
Shares8,169 from 8,240
Change-71 (-1%)
Value$4.1M (-$55.5K)
Filed 2026-10-27
Genesee Capital Advisors, LLC
DECREASED
Shares8,166 from 8,348
Change-182 (-2%)
Value$4.1M (-$111.0K)
Filed 2026-10-20
Norway Savings Bank
INCREASED
Shares8,152 from 8,085
Change+67 (+1%)
Value$4.1M (+$13.6K)
Filed 2026-10-20
Curbstone Financial Management Corp
INCREASED
Shares8,148 from 8,128
Change+20 (+0%)
Value$4.1M (-$9.9K)
Filed 2026-10-21
Chapin Davis, Inc.
DECREASED
Shares8,135 from 8,143
Change-8 (0%)
Value$4.1M (-$23.9K)
Filed 2026-10-09
Pullen Investment Management, LLC
INCREASED
Shares8,117 from 7,933
Change+184 (+2%)
Value$4.0M (+$72.3K)
Filed 2026-10-23
Oak Grove Capital LLC
INCREASED
Shares8,104 from 7,254
Change+850 (+12%)
Value$4.0M (+$405.6K)
Filed 2026-10-09
Acumen Wealth Advisors, LLC
DECREASED
Shares8,070 from 8,566
Change-496 (-6%)
Value$4.0M (-$267.9K)
Filed 2026-11-05
Cookson Peirce & Co Inc
INCREASED
Shares8,056 from 2,596
Change+5,460 (+210%)
Value$4.0M (+$2.7M)
Filed 2026-10-30
Nabity-Jensen Investment Management Inc
DECREASED
Shares8,046 from 8,138
Change-92 (-1%)
Value$4.0M (-$65.7K)
Filed 2026-10-23
Guardian Financial Partners, LLC
INCREASED
Shares8,024 from 7,722
Change+302 (+4%)
Value$4.0M (+$131.5K)
Filed 2026-11-04
Bellecapital International Ltd.
DECREASED
Shares8,012 from 8,612
Change-600 (-7%)
Value$4.0M (-$319.8K)
Filed 2026-10-21
Curated Wealth Partners LLC
INCREASED
Shares8,003 from 3,985
Change+4,018 (+101%)
Value$4.0M (+$2.0M)
Filed 2026-10-15
Rayburn West Financial Services LLC
DECREASED
Shares7,998 from 8,312
Change-314 (-4%)
Value$4.0M (-$176.6K)
Filed 2026-11-03
Lewis Asset Management, LLC
DECREASED
Shares7,970 from 7,971
Change-1 (0%)
Value$4.0M (-$19.9K)
Filed 2026-10-14
RKL Wealth Management LLC
DECREASED
Shares7,962 from 8,106
Change-144 (-2%)
Value$4.0M (-$91.5K)
Filed 2026-10-16
Childress Capital Advisors, LLC
INCREASED
Shares7,932 from 7,723
Change+209 (+3%)
Value$3.9M (+$85.2K)
Filed 2026-10-28
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares7,921 from 7,905
Change+16 (+0%)
Value$3.9M (-$11.3K)
Filed 2026-10-13
Orser Capital Management, LLC
DECREASED
Shares7,900 from 7,970
Change-70 (-1%)
Value$3.9M (-$54.3K)
Filed 2026-10-13
Magnolia Group, LLC
DECREASED
Shares7,886 from 19,500
Change-11,614 (-60%)
Value$3.9M (-$5.8M)
Filed 2026-11-05
Capital Investment Counsel, LLC
INCREASED
Shares7,880 from 7,866
Change+14 (+0%)
Value$3.9M (-$12.2K)
Filed 2026-10-14
Third View Private Wealth, LLC
INCREASED
Shares7,873 from 7,673
Change+200 (+3%)
Value$3.9M (+$80.9K)
Filed 2026-10-30
Crown Wealth Group, LLC
INCREASED
Shares7,871 from 7,501
Change+370 (+5%)
Value$3.9M (+$165.9K)
Filed 2026-10-19
Revolve Wealth Partners, LLC
INCREASED
Shares7,858 from 7,113
Change+745 (+10%)
Value$3.9M (+$353.6K)
Filed 2026-10-23
NTV Asset Management LLC
DECREASED
Shares7,852 from 8,007
Change-155 (-2%)
Value$3.9M (-$96.7K)
Filed 2026-10-23
Old Mission Investment Co LLC
DECREASED
Shares7,840 from 8,163
Change-323 (-4%)
Value$3.9M (-$180.6K)
Filed 2026-10-22
Richmond Investment Services, LLC
INCREASED
Shares7,831 from 7,183
Change+648 (+9%)
Value$3.9M (+$305.2K)
Filed 2026-10-29
Dutch Asset Corp
DECREASED
Shares7,826 from 7,905
Change-79 (-1%)
Value$3.9M (-$58.8K)
Filed 2026-10-20
Arrow Financial Corp
DECREASED
Shares7,816 from 9,009
Change-1,193 (-13%)
Value$3.9M (-$616.0K)
Filed 2026-10-26
Deltec Asset Management LLC
UNCHANGED
Shares7,813 from 7,813
Change0 (0%)
Value$3.9M (-$19.1K)
Filed 2026-10-26
Guidance Capital, Inc
DECREASED
Shares7,793 from 7,965
Change-172 (-2%)
Value$4.3M (+$406.1K)
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares7,786 from 16,888
Change-9,102 (-54%)
Value$3.9M (-$4.6M)
Filed 2026-10-08
Insight Advisors, LLC/ PA
DECREASED
Shares7,772 from 7,825
Change-53 (-1%)
Value$3.9M (-$45.5K)
Filed 2026-10-22
Augustine Asset Management Inc
INCREASED
Shares7,762 from 7,401
Change+361 (+5%)
Value$3.9M (+$161.7K)
Filed 2026-10-13
Wynn Capital, LLC
INCREASED
Shares7,762 from 7,759
Change+3 (+0%)
Value$3.9M (-$17.4K)
Filed 2026-10-13
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares7,750 from 7,750
Change0 (0%)
Value$3.9M (-$18.9K)
Filed 2026-10-29
Smith & Howard Wealth Management, LLC
DECREASED
Shares7,748 from 7,916
Change-168 (-2%)
Value$3.9M (-$102.8K)
Filed 2026-10-27
Rebalance, LLC
DECREASED
Shares7,748 from 7,765
Change-17 (0%)
Value$3.9M (-$27.4K)
Filed 2026-10-22
Rise Advisors, LLC
DECREASED
Shares7,744 from 7,933
Change-189 (-2%)
Value$3.9M (-$113.7K)
Filed 2026-10-16
Brandywine OAK Private Wealth LLC
DECREASED
Shares7,727 from 7,751
Change-24 (0%)
Value$3.8M (-$30.9K)
Filed 2026-10-23
Prudent Man Advisors, LLC
DECREASED
Shares7,721 from 7,995
Change-274 (-3%)
Value$3.9M (-$156.1K)
Filed 2026-11-03
Lpwm LLC
DECREASED
Shares7,718 from 8,005
Change-287 (-4%)
Value$3.8M (-$162.4K)
Filed 2026-10-20
Sheets Smith Wealth Management
INCREASED
Shares7,701 from 2,489
Change+5,212 (+209%)
Value$3.8M (+$2.6M)
Filed 2026-10-16
Cornerstone Planning, LLC
INCREASED
Shares7,696 from 2,185
Change+5,511 (+252%)
Value$3.8M (+$2.8M)
Filed 2026-10-27
Peterson Wealth Services
DECREASED
Shares7,694 from 17,662
Change-9,968 (-56%)
Value$3.8M (-$5.0M)
Filed 2026-10-26
Hikari Power Ltd
UNCHANGED
Shares7,670 from 7,670
Change0 (0%)
Value$3.8K (-$3.8M)
Filed 2026-10-30
Patton Albertson Miller Group, LLC
DECREASED
Shares7,667 from 7,767
Change-100 (-1%)
Value$3.8M (-$68.7K)
Filed 2026-10-26
Cathy Pareto & Associates, Inc
DECREASED
Shares7,657 from 7,692
Change-35 (0%)
Value$3.8M (-$35.3K)
Filed 2026-10-15
Heartwood Wealth Advisors LLC
DECREASED
Shares7,634 from 7,939
Change-305 (-4%)
Value$3.8M (-$171.2K)
Filed 2026-10-05
CV Advisors LLC
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$3.8M (-$18.5K)
Filed 2026-10-13
Midwest Financial Group LLC
INCREASED
Shares7,586 from 7,368
Change+218 (+3%)
Value$3.8M (+$90.6K)
Filed 2026-10-15
Gemmer Asset Management LLC
INCREASED
Shares7,563 from 7,163
Change+400 (+6%)
Value$3.8M (+$181.7K)
Filed 2026-10-16
Legacy Bridge, LLC
DECREASED
Shares7,552 from 7,557
Change-5 (0%)
Value$3.8M (-$20.9K)
Filed 2026-10-28
Investment Research & Advisory Group, Inc.
DECREASED
Shares7,546 from 7,614
Change-68 (-1%)
Value$3.8M (-$41.2K)
Filed 2026-10-19
Crusonia Wealth Advisors LLC
INCREASED
Shares7,538 from 7,440
Change+98 (+1%)
Value$3.8M (+$30.6K)
Filed 2026-10-26
Triumph Capital Management
DECREASED
Shares7,523 from 7,943
Change-420 (-5%)
Value$3.7M (-$228.9K)
Filed 2026-10-14
Advisor OS, LLC
DECREASED
Shares7,507 from 7,636
Change-129 (-2%)
Value$3.7M (-$82.9K)
Filed 2026-11-03
G2 Capital Management, LLC / OH
INCREASED
Shares7,447 from 7,437
Change+10 (+0%)
Value$3.7M (-$13.2K)
Filed 2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares7,442 from 7,442
Change0 (0%)
Value$3.7M (-$18.2K)
Filed 2026-11-03
Lynx Capital Group LTD
DECREASED
Shares7,415 from 7,607
Change-192 (-3%)
Value$3.7M (-$114.2K)
Filed 2026-11-04
Adirondack Trust Co
DECREASED
Shares7,403 from 8,697
Change-1,294 (-15%)
Value$3.7M (-$665.6K)
Filed 2026-10-14
Flagship Wealth Advisors, LLC
DECREASED
Shares7,395 from 7,439
Change-44 (-1%)
Value$3.7M (-$40.1K)
Filed 2026-11-03
Tufton Capital Management
UNCHANGED
Shares7,364 from 7,364
Change0 (0%)
Value$3.7K (-$3.7M)
Filed 2026-10-20
Howard Capital Management Group, LLC
DECREASED
Shares7,336 from 7,386
Change-50 (-1%)
Value$3.7M (-$42.9K)
Filed 2026-10-16
Cahaba Wealth Management, Inc.
INCREASED
Shares7,334 from 7,263
Change+71 (+1%)
Value$3.7M (+$17.6K)
Filed 2026-10-26
Breakwater Capital Group
DECREASED
Shares7,302 from 7,525
Change-223 (-3%)
Value$3.6M (-$129.4K)
Filed 2026-10-09
CFS Investment Advisory Services, LLC
DECREASED
Shares7,301 from 7,762
Change-461 (-6%)
Value$3.7M (-$250.4K)
Filed 2026-10-19
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$3.6M (-$17.8K)
Filed 2026-10-28
Rockingstone Advisors LLC
UNCHANGED
Shares7,295 from 7,295
Change0 (0%)
Value$3.6M (-$20.3K)
Filed 2026-10-16
Scheeler Financial LLC
NEW
Shares7,280
Change+7,280
Value$3.6M
Filed 2026-10-13
Global Trust Asset Management, LLC
DECREASED
Shares7,275 from 7,652
Change-377 (-5%)
Value$3.6M (-$206.4K)
Filed 2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares7,226 from 6,425
Change+801 (+12%)
Value$3.6M (+$383.2K)
Filed 2026-10-29
Patten & Patten Inc
DECREASED
Shares7,216 from 7,226
Change-10 (0%)
Value$3.6M (-$22.6K)
Filed 2026-10-26
Plimoth Trust Co LLC
INCREASED
Shares7,195 from 6,848
Change+347 (+5%)
Value$3.6M (+$156.1K)
Filed 2026-10-26
Alpine Bank Wealth Management
DECREASED
Shares7,195 from 7,215
Change-20 (0%)
Value$3.6M (-$27.6K)
Filed 2026-10-16
Annex Advisory Services, LLC
INCREASED
Shares7,169 from 6,842
Change+327 (+5%)
Value$3.6M (+$146.1K)
Filed 2026-10-16
Magnolia Capital Management LTD
UNCHANGED
Shares7,158 from 7,158
Change0 (0%)
Value$3.6K (-$18)
Filed 2026-10-09
Blankinship & Foster, LLC
UNCHANGED
Shares7,148 from 7,148
Change0 (0%)
Value$3.6M (-$17.4K)
Filed 2026-10-19
Gerald Baker Financial Group LLC
UNCHANGED
Shares7,146 from 7,146
Change0 (0%)
Value$3.6M (-$17.4K)
Filed 2026-10-09
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares7,131 from 5,074
Change+2,057 (+41%)
Value$3.6M (+$1.0M)
Filed 2026-11-05
Sterling Capital Management LLC
DECREASED
Shares7,128 from 13,913
Change-6,785 (-49%)
Value$3.5M (-$3.4M)
Filed 2026-10-22
Sound Income Strategies, LLC
INCREASED
Shares7,120 from 6,726
Change+394 (+6%)
Value$3.6M (+$273.1K)
Filed 2026-10-09
Pacific Center for Financial Services
DECREASED
Shares7,113 from 7,209
Change-96 (-1%)
Value$3.5M (-$65.3K)
Filed 2026-10-15
Vista Investment Partners LLC
DECREASED
Shares7,026 from 7,040
Change-14 (0%)
Value$3.5M (-$24.1K)
Filed 2026-10-08
Hixon Zuercher, LLC
DECREASED
Shares7,020 from 7,053
Change-33 (0%)
Value$3.5M (-$33.6K)
Filed 2026-10-13
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares7,018 from 7,314
Change-296 (-4%)
Value$3.5M (-$165.2K)
Filed 2026-10-06
Inlight Wealth Management, LLC
INCREASED
Shares7,013 from 6,632
Change+381 (+6%)
Value$3.5M (+$173.5K)
Filed 2026-10-21
Wealthcare Capital Partners, LLC
UNCHANGED
Shares7,001 from 7,001
Change0 (0%)
Value$3.5M (-$17.1K)
Filed 2026-10-21
Newman Dignan & Sheerar, Inc.
INCREASED
Shares6,997 from 6,490
Change+507 (+8%)
Value$3.5M (+$236.6K)
Filed 2026-10-21
Bath Savings Trust Co
DECREASED
Shares6,985 from 7,105
Change-120 (-2%)
Value$3.5M (-$77.1K)
Filed 2026-10-07
Bison Wealth, LLC
INCREASED
Shares6,975 from 6,388
Change+587 (+9%)
Value$3.6M (+$374.2K)
Filed 2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares6,966 from 7,084
Change-118 (-2%)
Value$3.5M (-$76.0K)
Filed 2026-10-26
Bourgeon Capital Management LLC
DECREASED
Shares6,957 from 7,103
Change-146 (-2%)
Value$3.5M (-$90.0K)
Filed 2026-10-19
TritonPoint Partners, LLC
DECREASED
Shares6,941 from 14,962
Change-8,021 (-54%)
Value$3.5M (-$4.0M)
Filed 2026-11-05
Allen Operations LLC
UNCHANGED
Shares6,906 from 6,906
Change0 (0%)
Value$3.4M (-$16.9K)
Filed 2026-11-03
Central Valley Advisors, LLC
INCREASED
Shares6,904 from 6,794
Change+110 (+2%)
Value$3.4M (+$38.2K)
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares6,886 from 6,721
Change+165 (+2%)
Value$3.4M (+$65.8K)
Filed 2026-10-16
Paladin Partners, LLC
UNCHANGED
Shares6,881 from 6,881
Change0 (0%)
Value$3.4M (+$3.4M)
Filed 2026-10-06
Hiley Hunt Wealth Management
UNCHANGED
Shares6,855 from 6,855
Change0 (0%)
Value$3.4M (-$16.7K)
Filed 2026-10-08
General Partner, Inc.
UNCHANGED
Shares6,852 from 6,852
Change0 (0%)
Value$3.4M (-$16.7K)
Filed 2026-10-05
Gibson Capital, LLC
DECREASED
Shares6,836 from 7,889
Change-1,053 (-13%)
Value$3.4M (-$543.3K)
Filed 2026-10-23
Uhlmann Price Securities, LLC
INCREASED
Shares6,802 from 6,782
Change+20 (+0%)
Value$3.4M (-$6.6K)
Filed 2026-11-03
Paragon Private Wealth Management, LLC
DECREASED
Shares6,768 from 8,129
Change-1,361 (-17%)
Value$3.4M (-$697.5K)
Filed 2026-10-20
Kraematon Investment Advisors, Inc
UNCHANGED
Shares6,765 from 6,765
Change0 (0%)
Value$3.4M (-$16.5K)
Filed 2026-11-02
St. Louis Financial Planners Asset Management, LLC
NEW
Shares6,759
Change+6,759
Value$3.5M
Filed 2026-10-16
Enhancing Capital LLC
INCREASED
Shares6,710 from 6,700
Change+10 (+0%)
Value$3.3M (-$11.4K)
Filed 2026-10-26
Winebrenner Capital Management LLC
DECREASED
Shares6,709 from 7,115
Change-406 (-6%)
Value$3.3M (-$219.5K)
Filed 2026-10-07
Aufman Associates Inc
INCREASED
Shares6,686 from 6,158
Change+528 (+9%)
Value$3.3M (+$247.9K)
Filed 2026-11-04
Capstone Wealth Management Group, Inc.
DECREASED
Shares6,675 from 7,585
Change-910 (-12%)
Value$3.3M (-$471.6K)
Filed 2026-10-19
McMill Wealth Management
INCREASED
Shares6,673 from 3
Change+6,670 (+222333%)
Value$3.3M (+$1.1M)
Filed 2026-11-05
James J. Burns & Company, LLC
INCREASED
Shares6,673 from 5,173
Change+1,500 (+29%)
Value$3.3M (+$734.3K)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
DECREASED
Shares6,655 from 6,837
Change-182 (-3%)
Value$3.3K (-$3.2M)
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares6,647 from 8,987
Change-2,340 (-26%)
Value$3.3M (-$1.2M)
Filed 2026-11-02
Atlas Brown,Inc.
DECREASED
Shares6,638 from 6,694
Change-56 (-1%)
Value$3.3M (-$44.2K)
Filed 2026-10-09
Fulcrum Asset Management LLP
INCREASED
Shares6,617 from 6,000
Change+617 (+10%)
Value$3.3M (+$348.1K)
Filed 2026-11-04
Activest Wealth Management
INCREASED
Shares6,607 from 6,353
Change+254 (+4%)
Value$3.3M (+$111.3K)
Filed 2026-10-15
Elyxium Wealth, LLC
INCREASED
Shares6,579 from 6,460
Change+119 (+2%)
Value$3.3M (+$43.5K)
Filed 2026-10-27
Rachor Investment Advisory Services, LLC
INCREASED
Shares6,573 from 6,441
Change+132 (+2%)
Value$3.3M (+$50.0K)
Filed 2026-10-29
Cordatus Wealth Management LLC
DECREASED
Shares6,573 from 6,703
Change-130 (-2%)
Value$3.3M (-$81.1K)
Filed 2026-10-19
Texas Bank & Trust Co
INCREASED
Shares6,526 from 6,396
Change+130 (+2%)
Value$3.2M (+$49.1K)
Filed 2026-11-04
Diversified Management Inc
INCREASED
Shares6,523 from 4,223
Change+2,300 (+54%)
Value$3.2M (+$1.1M)
Filed 2026-10-08
Madrona Financial Services, LLC
INCREASED
Shares6,523 from 6,043
Change+480 (+8%)
Value$3.2M (+$224.3K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares6,518 from 6,811
Change-293 (-4%)
Value$3.2M (-$162.5K)
Filed 2026-10-26
Leonteq Securities AG
DECREASED
Shares6,503 from 7,638
Change-1,135 (-15%)
Value$3.2M (-$583.8K)
Filed 2026-10-29
Altrius Capital Management Inc
UNCHANGED
Shares6,502 from 6,502
Change0 (0%)
Value$3.2M (-$15.9K)
Filed 2026-11-05
Triangle Securities Wealth Management
DECREASED
Shares6,500 from 6,529
Change-29 (0%)
Value$3.2M (-$30.4K)
Filed 2026-10-14
Triad Investment Management
INCREASED
Shares6,490 from 6,332
Change+158 (+3%)
Value$3.2M (+$63.2K)
Filed 2026-10-13
Marathon Wealth Advisors LLC
DECREASED
Shares6,482 from 6,531
Change-49 (-1%)
Value$3.2M (-$40.3K)
Filed 2026-11-04
Firethorn Wealth Partners, LLC
DECREASED
Shares6,460 from 6,814
Change-354 (-5%)
Value$3.2M (-$192.9K)
Filed 2026-10-14
Herold Advisors, Inc.
INCREASED
Shares6,449 from 6,404
Change+45 (+1%)
Value$3.2M (+$3.5K)
Filed 2026-10-19
Prentiss Smith & Co Inc
UNCHANGED
Shares6,436 from 6,436
Change0 (0%)
Value$3.2M (-$15.7K)
Filed 2026-10-27
Trust Co of Oklahoma
INCREASED
Shares6,424 from 5,902
Change+522 (+9%)
Value$3.2M (+$245.5K)
Filed 2026-10-15
Lexington Hill Partners, LLC
INCREASED
Shares6,423 from 6,373
Change+50 (+1%)
Value$3.2M (+$9.3K)
Filed 2026-10-13
Occidental Asset Management, LLC
INCREASED
Shares6,419 from 5,439
Change+980 (+18%)
Value$3.2M (+$474.7K)
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
INCREASED
Shares6,408 from 6,394
Change+14 (+0%)
Value$3.2M (-$8.6K)
Filed 2026-10-13
Wealth Preservation Advisors, LLC
INCREASED
Shares6,402 from 4,131
Change+2,271 (+55%)
Value$3.2M (+$1.1M)
Filed 2026-11-05
Journey Advisory Group, LLC
INCREASED
Shares6,391 from 6,292
Change+99 (+2%)
Value$3.2M (+$33.9K)
Filed 2026-11-04
Plan Group Financial, LLC
DECREASED
Shares6,388 from 6,621
Change-233 (-4%)
Value$3.4M (+$135.3K)
Filed 2026-10-22
CFM Wealth Partners LLC
DECREASED
Shares6,380 from 8,753
Change-2,373 (-27%)
Value$3.2M (-$1.2M)
Filed 2026-11-05
Trust Co
DECREASED
Shares6,367 from 7,977
Change-1,610 (-20%)
Value$3.2M (-$821.4K)
Filed 2026-10-09
GS Investments, Inc.
DECREASED
Shares6,355 from 6,397
Change-42 (-1%)
Value$3.2M (-$36.5K)
Filed 2026-11-05
Prairiewood Capital, LLC
DECREASED
Shares6,351 from 6,679
Change-328 (-5%)
Value$3.2M (-$179.6K)
Filed 2026-10-16
Intelligence Driven Advisers, LLC
DECREASED
Shares6,345 from 6,571
Change-226 (-3%)
Value$3.2M (-$128.6K)
Filed 2026-10-09
Altfest L J & Co Inc
INCREASED
Shares6,343 from 5,987
Change+356 (+6%)
Value$3.2M (+$162.6K)
Filed 2026-10-27
Evermay Wealth Management LLC
DECREASED
Shares6,336 from 6,583
Change-247 (-4%)
Value$3.2M (-$139.1K)
Filed 2026-11-05
Legacy Financial Group, Inc.
INCREASED
Shares6,336 from 6,251
Change+85 (+1%)
Value$3.2M (+$27.1K)
Filed 2026-10-21
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares6,335 from 6,404
Change-69 (-1%)
Value$3.2M (-$50.0K)
Filed 2026-10-30
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares6,331 from 6,331
Change0 (0%)
Value$3.2M (-$15.4K)
Filed 2026-10-28
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares6,313 from 6,423
Change-110 (-2%)
Value$3.1M (-$70.4K)
Filed 2026-10-19
Romano Brothers and Company
INCREASED
Shares6,309 from 5,024
Change+1,285 (+26%)
Value$3.1M (+$627.6K)
Filed 2026-10-22
China Universal Asset Management Co., Ltd.
INCREASED
Shares6,308 from 5,435
Change+873 (+16%)
Value$3.2M (+$449.2K)
Filed 2026-10-28
BlueSky Wealth Advisors, LLC
INCREASED
Shares6,300 from 6,263
Change+37 (+1%)
Value$3.1M (+$3.1K)
Filed 2026-10-29
SmartHarvest Portfolios, LLC
DECREASED
Shares6,292 from 7,421
Change-1,129 (-15%)
Value$3.1M (-$580.3K)
Filed 2026-10-26
SevenBridge Financial Group, LLC
DECREASED
Shares6,292 from 6,313
Change-21 (0%)
Value$3.4M (+$102.4K)
Filed 2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED
Shares6,279 from 5,165
Change+1,114 (+22%)
Value$3.1M (+$542.1K)
Filed 2026-11-05
Perpetual Ltd
DECREASED
Shares6,273 from 6,298
Change-25 (0%)
Value$3.1M (-$27.8K)
Filed 2026-10-13
Atwood & Palmer Inc
INCREASED
Shares6,272 from 3,869
Change+2,403 (+62%)
Value$3.1M (+$1.2M)
Filed 2026-10-08
CMG Global Holdings, LLC
DECREASED
Shares6,257 from 6,340
Change-83 (-1%)
Value$3.1M (-$56.8K)
Filed 2026-10-14
Sentry LLC
DECREASED
Shares6,255 from 6,540
Change-285 (-4%)
Value$3.1M (-$157.9K)
Filed 2026-10-30
Caliber Wealth Management, LLC / KS
DECREASED
Shares6,192 from 6,514
Change-322 (-5%)
Value$3.1M (-$176.2K)
Filed 2026-11-04
Foundation Wealth Management, LLC
INCREASED
Shares6,188 from 6,138
Change+50 (+1%)
Value$3.1M (+$10.1K)
Filed 2026-10-22
Masterinvest Kapitalanlage GmbH
INCREASED
Shares6,187 from 6,024
Change+163 (+3%)
Value$3.1M (+$66.5K)
Filed 2026-11-03
United Asset Strategies, Inc.
DECREASED
Shares6,168 from 6,623
Change-455 (-7%)
Value$3.1M (-$242.7K)
Filed 2026-10-28
Smithbridge Asset Management Inc
INCREASED
Shares6,162 from 5,362
Change+800 (+15%)
Value$3.1M (+$385.3K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED
Shares6,136 from 6,709
Change-573 (-9%)
Value$3.1M (-$301.7K)
Filed 2026-10-23
Synergy Asset Management, LLC
DECREASED
Shares6,125 from 13,686
Change-7,561 (-55%)
Value$3.0M (-$3.8M)
Filed 2026-11-05
Oslo Pensjonsforsikring AS
INCREASED
Shares6,120 from 6,044
Change+76 (+1%)
Value$3.0M (+$23.1K)
Filed 2026-10-15
Dale Q Rice Investment Management Ltd
DECREASED
Shares6,113 from 6,212
Change-99 (-2%)
Value$3.0M (-$64.3K)
Filed 2026-10-09
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares6,095 from 6,395
Change-300 (-5%)
Value$3.0M (-$165.0K)
Filed 2026-10-21
Thrive Wealth Management, LLC
DECREASED
Shares6,084 from 6,363
Change-279 (-4%)
Value$3.0M (-$154.5K)
Filed 2026-10-13
Fulcrum Wealth Advisors, LLC
INCREASED
Shares6,084 from 5,974
Change+110 (+2%)
Value$3.0M (+$40.2K)
Filed 2026-10-16
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares6,069 from 8,808
Change-2,739 (-31%)
Value$3.0K (-$4.4M)
Filed 2026-11-05
Cutler Investment Counsel LLC
INCREASED
Shares6,062 from 6,021
Change+41 (+1%)
Value$3.0M (+$5.7K)
Filed 2026-10-28
Chilton Capital Management LLC
INCREASED
Shares6,061 from 5,966
Change+95 (+2%)
Value$3.0M (+$32.7K)
Filed 2026-10-28
Cdkv Holdings LLC
INCREASED
Shares6,053 from 1,388
Change+4,665 (+336%)
Value$3.0M (+$2.3M)
Filed 2026-10-28
Provident Trust Co
UNCHANGED
Shares6,053 from 6,053
Change0 (0%)
Value$3.0M (-$14.8K)
Filed 2026-10-29
McAdam, LLC
INCREASED
Shares6,048 from 5,950
Change+98 (+2%)
Value$3.0M (+$34.3K)
Filed 2026-10-21
SkyOak Wealth, LLC
INCREASED
Shares6,045 from 6,034
Change+11 (+0%)
Value$3.0M (-$9.2K)
Filed 2026-10-28
Abel Hall, LLC
INCREASED
Shares6,026 from 5,155
Change+871 (+17%)
Value$3.0M (+$421.1K)
Filed 2026-10-19
Fairvoy Private Wealth, LLC
INCREASED
Shares6,023 from 2,979
Change+3,044 (+102%)
Value$3.0M (+$1.5M)
Filed 2026-10-19
Founders Financial Securities LLC
DECREASED
Shares6,021 from 6,869
Change-848 (-12%)
Value$3.0M (-$439.0K)
Filed 2026-10-28
Alliance Private Wealth, LLC
DECREASED
Shares6,008 from 6,811
Change-803 (-12%)
Value$3.0M (-$416.5K)
Filed 2026-10-20
Fire Capital Management LLC
INCREASED
Shares5,992 from 1,992
Change+4,000 (+201%)
Value$3.0M (+$2.0M)
Filed 2026-10-27
EPG Wealth Management LLC
DECREASED
Shares5,992 from 6,285
Change-293 (-5%)
Value$3.0M (-$161.2K)
Filed 2026-11-03
Vision Financial Markets LLC
UNCHANGED
Shares5,970 from 5,970
Change0 (0%)
Value$3.0M (-$14.6K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares5,939 from 5,939
Change0 (0%)
Value$3.0M ($0)
Filed 2026-10-26
Yankcom Partnership
INCREASED
Shares5,933 from 4,767
Change+1,166 (+24%)
Value$3.0M (+$569.0K)
Filed 2026-10-15
Intrua Financial, LLC
INCREASED
Shares5,926 from 5,630
Change+296 (+5%)
Value$3.0M (+$133.7K)
Filed 2026-10-28
Leisure Capital Management
DECREASED
Shares5,921 from 5,974
Change-53 (-1%)
Value$2.9M (-$41.0K)
Filed 2026-11-03
Crosspoint Financial, LLC
DECREASED
Shares5,920 from 7,723
Change-1,803 (-23%)
Value$2.9M (-$916.6K)
Filed 2026-11-03
Summa Corp.
INCREASED
Shares5,920 from 5,367
Change+553 (+10%)
Value$2.9M (+$262.5K)
Filed 2026-10-30
Sicart Associates LLC
INCREASED
Shares5,915 from 5,000
Change+915 (+18%)
Value$3.1M (+$644.9K)
Filed 2026-10-29
Lodestone Wealth Management LLC
INCREASED
Shares5,902 from 5,892
Change+10 (+0%)
Value$2.9M (-$9.0K)
Filed 2026-10-14
Del-Sette Capital Management, LLC
INCREASED
Shares5,866 from 5,132
Change+734 (+14%)
Value$2.9M (+$352.8K)
Filed 2026-10-23
Peoples Financial Services Corp.
DECREASED
Shares5,862 from 5,928
Change-66 (-1%)
Value$2.9M (-$47.3K)
Filed 2026-10-20
Aull & Monroe Investment Management Corp
INCREASED
Shares5,859 from 5,844
Change+15 (+0%)
Value$2.9M (-$6.8K)
Filed 2026-10-16
Regent Peak Wealth Advisors LLC
DECREASED
Shares5,851 from 9,739
Change-3,888 (-40%)
Value$2.9M (-$2.0M)
Filed 2026-10-13
Insight Inv LLC
INCREASED
Shares5,851 from 5,451
Change+400 (+7%)
Value$2.9M (+$185.9K)
Filed 2026-10-27
Value Partners Investments Inc.
INCREASED
Shares5,851 from 5,738
Change+113 (+2%)
Value$2.9M (+$55.5K)
Filed 2026-10-19
Black Diamond Financial, LLC
INCREASED
Shares5,822 from 5,421
Change+401 (+7%)
Value$2.9M (+$186.5K)
Filed 2026-10-26
Family Legacy, Inc.
INCREASED
Shares5,817 from 5,644
Change+173 (+3%)
Value$2.9M (+$72.4K)
Filed 2026-10-13
My Personal CFO, LLC
INCREASED
Shares5,813 from 5,730
Change+83 (+1%)
Value$2.9M (+$27.3K)
Filed 2026-10-14
Golden State Wealth Management, LLC
DECREASED
Shares5,805 from 6,910
Change-1,105 (-16%)
Value$2.9M (-$567.1K)
Filed 2026-11-02
Pinnacle Financial Group, LLC / IL
DECREASED
Shares5,804 from 5,859
Change-55 (-1%)
Value$2.9M (-$41.7K)
Filed 2026-10-29
North Berkeley Wealth Management, LLC
INCREASED
Shares5,798 from 5,783
Change+15 (+0%)
Value$2.9M (-$6.6K)
Filed 2026-11-02
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares5,782 from 6,086
Change-304 (-5%)
Value$2.9M (-$166.2K)
Filed 2026-10-15
Farnam Financial LLC
DECREASED
Shares5,773 from 5,808
Change-35 (-1%)
Value$3.1M (+$165.1K)
Filed 2026-10-21
Tanager Wealth Management LLP
INCREASED
Shares5,770 from 5,303
Change+467 (+9%)
Value$2.9M (+$219.9K)
Filed 2026-10-19
ASL Financial, LLC
DECREASED
Shares5,762 from 5,952
Change-190 (-3%)
Value$2.9M (-$109.1K)
Filed 2026-10-15
One Way Holdings LLC
INCREASED
Shares5,742 from 5,539
Change+203 (+4%)
Value$2.9M (+$87.6K)
Filed 2026-10-29
Sulzberger Capital Advisors, Inc.
INCREASED
Shares5,725 from 5,367
Change+358 (+7%)
Value$2.9M (+$165.2K)
Filed 2026-10-20
Consolidated Capital Management, LLC
UNCHANGED
Shares5,724 from 5,724
Change0 (0%)
Value$2.9M (-$14.0K)
Filed 2026-10-13
Next Level Private LLC
INCREASED
Shares5,718 from 5,653
Change+65 (+1%)
Value$2.8M (+$18.6K)
Filed 2026-10-20
Investment House LLC
DECREASED
Shares5,690 from 11,318
Change-5,628 (-50%)
Value$2.8M (-$2.8M)
Filed 2026-10-21
Brown Miller Wealth Management, LLC
DECREASED
Shares5,670 from 5,702
Change-32 (-1%)
Value$2.8M (-$29.8K)
Filed 2026-11-02
Independent Wealth Network Inc.
INCREASED
Shares5,669 from 5,586
Change+83 (+1%)
Value$2.8M (+$27.8K)
Filed 2026-10-19
Cadent Capital Advisors, LLC
DECREASED
Shares5,654 from 5,983
Change-329 (-5%)
Value$2.8M (-$178.4K)
Filed 2026-10-09
Affiance Financial, LLC
INCREASED
Shares5,648 from 4,141
Change+1,507 (+36%)
Value$2.8M (+$740.3K)
Filed 2026-10-15
Sage Capital Advisors,llc
DECREASED
Shares5,645 from 5,651
Change-6 (0%)
Value$2.8M (-$16.8K)
Filed 2026-10-13
GFG Capital, LLC
DECREASED
Shares5,631 from 6,410
Change-779 (-12%)
Value$2.8M (-$403.5K)
Filed 2026-10-16
Lederer & Associates Investment Counsel
DECREASED
Shares5,623 from 5,765
Change-142 (-2%)
Value$2.8K (-$85)
Filed 2026-10-23
Marin Bay Wealth Advisors, LLC
DECREASED
Shares5,613 from 5,665
Change-52 (-1%)
Value$2.8M (-$39.7K)
Filed 2026-10-28
Xxec, Inc.
DECREASED
Shares5,576 from 68,400
Change-62,824 (-92%)
Value$2.8M (-$30.3M)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
DECREASED
Shares5,576 from 5,720
Change-144 (-3%)
Value$2.8M (-$85.7K)
Filed 2026-10-07
Sage Mountain Advisors LLC
DECREASED
Shares5,553 from 6,097
Change-544 (-9%)
Value$2.8M (-$285.8K)
Filed 2026-11-02
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares5,552 from 5,422
Change+130 (+2%)
Value$2.8M (+$51.5K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
DECREASED
Shares5,552 from 5,614
Change-62 (-1%)
Value$2.8M (-$44.6K)
Filed 2026-10-08
Grove Bank & Trust
DECREASED
Shares5,549 from 5,878
Change-329 (-6%)
Value$2.8M (-$178.2K)
Filed 2026-10-08
Alhambra Investment Management LLC
DECREASED
Shares5,545 from 5,592
Change-47 (-1%)
Value$2.8M (-$37.0K)
Filed 2026-10-15
QTR Family Wealth, LLC
DECREASED
Shares5,543 from 5,749
Change-206 (-4%)
Value$2.8M (-$116.6K)
Filed 2026-11-02
Ethos Capital Management, Inc.
INCREASED
Shares5,542 from 5,056
Change+486 (+10%)
Value$2.8M (+$229.7K)
Filed 2026-11-03
Tectonic Advisors LLC
DECREASED
Shares5,535 from 5,562
Change-27 (0%)
Value$2.8M (-$27.2K)
Filed 2026-10-22
Redhawk Wealth Advisors, Inc.
INCREASED
Shares5,530 from 5,479
Change+51 (+1%)
Value$2.8M (+$12.0K)
Filed 2026-10-14
Impact Capital Partners LLC
INCREASED
Shares5,509 from 5,505
Change+4 (+0%)
Value$2.7M (-$11.4K)
Filed 2026-10-22
Aviso Wealth Management
DECREASED
Shares5,504 from 5,635
Change-131 (-2%)
Value$2.7M (-$79.0K)
Filed 2026-11-04
Clark Asset Management, LLC
DECREASED
Shares5,490 from 5,523
Change-33 (-1%)
Value$2.7M (-$30.0K)
Filed 2026-10-19
Marks Group Wealth Management, Inc
DECREASED
Shares5,484 from 6,256
Change-772 (-12%)
Value$2.7M (-$399.7K)
Filed 2026-11-05
Firestone Capital Management
UNCHANGED
Shares5,483 from 5,483
Change0 (0%)
Value$2.7M (-$13.4K)
Filed 2026-11-03
Linscomb Wealth, Inc.
DECREASED
Shares5,481 from 5,496
Change-15 (0%)
Value$2.7M (-$20.9K)
Filed 2026-11-05
SWS Partners
UNCHANGED
Shares5,479 from 5,479
Change0 (0%)
Value$2.7M (-$13.4K)
Filed 2026-10-26
FF Advisors,LLC
DECREASED
Shares5,460 from 5,527
Change-67 (-1%)
Value$2.7M (-$46.8K)
Filed 2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED
Shares5,429 from 5,429
Change0 (0%)
Value$2.7M ($0)
Filed 2026-10-13
Maple Capital Management, Inc.
INCREASED
Shares5,423 from 5,400
Change+23 (+0%)
Value$2.7M (-$1.7K)
Filed 2026-11-02
RVW Wealth, LLC
DECREASED
Shares5,403 from 5,485
Change-82 (-1%)
Value$2.7M (-$54.2K)
Filed 2026-10-06
Riverbend Wealth Management, LLC
DECREASED
Shares5,402 from 5,800
Change-398 (-7%)
Value$2.7M (-$212.3K)
Filed 2026-10-15
Monarch Capital Management Inc
DECREASED
Shares5,398 from 5,531
Change-133 (-2%)
Value$2.7M (-$79.7K)
Filed 2026-10-19
Golden Reserve Retirement LLC
INCREASED
Shares5,397 from 4,012
Change+1,385 (+35%)
Value$2.7M (+$680.0K)
Filed 2026-11-02
Mainstream Capital Management LLC
DECREASED
Shares5,386 from 5,400
Change-14 (0%)
Value$2.7M (-$20.0K)
Filed 2026-10-23
Argyle Capital Partners, LLC
INCREASED
Shares5,369 from 5,297
Change+72 (+1%)
Value$2.7M (+$22.9K)
Filed 2026-10-23
HBW Advisory Services LLC
DECREASED
Shares5,363 from 5,482
Change-119 (-2%)
Value$2.7M (-$72.8K)
Filed 2026-10-15
Richards, Merrill & Peterson, Inc.
DECREASED
Shares5,361 from 5,522
Change-161 (-3%)
Value$2.7M (-$93.6K)
Filed 2026-10-19
Sovran Advisors, LLC
DECREASED
Shares5,356 from 6,402
Change-1,046 (-16%)
Value$2.9M (-$377.5K)
Filed 2026-11-02
Cromwell Holdings LLC
DECREASED
Shares5,354 from 5,752
Change-398 (-7%)
Value$2.7M (-$212.2K)
Filed 2026-10-28
Wealth Effects LLC
DECREASED
Shares5,344 from 5,485
Change-141 (-3%)
Value$2.7M (-$83.6K)
Filed 2026-10-23
Boomfish Wealth Group, LLC
INCREASED
Shares5,330 from 5,255
Change+75 (+1%)
Value$2.7M (+$24.5K)
Filed 2026-10-22
Prodigy Asset Management LLC
DECREASED
Shares5,318 from 5,648
Change-330 (-6%)
Value$2.6M (-$178.1K)
Filed 2026-10-28
Cane Capital Partners, LLC
DECREASED
Shares5,318 from 5,405
Change-87 (-2%)
Value$2.6M (-$56.5K)
Filed 2026-10-23
Berman McAleer LLC
UNCHANGED
Shares5,317 from 5,317
Change0 (0%)
Value$2.6M (-$13.0K)
Filed 2026-10-16
Miller Wealth Advisors, LLC
DECREASED
Shares5,295 from 5,667
Change-372 (-7%)
Value$2.6M (-$199.1K)
Filed 2026-11-02
Skyline Advisors, Inc.
DECREASED
Shares5,293 from 5,862
Change-569 (-10%)
Value$2.6M (-$297.6K)
Filed 2026-11-03
Meyer Handelman Co
UNCHANGED
Shares5,290 from 5,290
Change0 (0%)
Value$2.6M (-$12.9K)
Filed 2026-10-28
Abacus Planning Group, Inc.
INCREASED
Shares5,280 from 5,254
Change+26 (+0%)
Value$2.6M (+$137)
Filed 2026-11-02
FAI Advisors, Inc.
DECREASED
Shares5,279 from 5,349
Change-70 (-1%)
Value$2.6M (-$47.9K)
Filed 2026-10-27
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares5,271 from 5,271
Change0 (0%)
Value$2.6M (-$12.9K)
Filed 2026-10-07
Massachusetts Wealth Management
INCREASED
Shares5,262 from 5,202
Change+60 (+1%)
Value$2.6M (+$17.2K)
Filed 2026-10-21
Kentucky Trust Co
DECREASED
Shares5,238 from 5,458
Change-220 (-4%)
Value$2.6M (-$122.9K)
Filed 2026-10-15
Rational Advisors, Inc.
INCREASED
Shares5,234 from 4,981
Change+253 (+5%)
Value$2.6M (+$113.8K)
Filed 2026-11-02
Claro Advisors Inc.
INCREASED
Shares5,214 from 4,879
Change+335 (+7%)
Value$2.6M (+$154.7K)
Filed 2026-11-02
Todd Wealth Management, LLC
DECREASED
Shares5,189 from 6,186
Change-997 (-16%)
Value$2.6M (-$511.6K)
Filed 2026-10-19
Traveka Wealth, LLC
INCREASED
Shares5,182 from 5,130
Change+52 (+1%)
Value$2.6M (+$13.4K)
Filed 2026-10-19
Tactive Advisors, LLC
INCREASED
Shares5,179 from 5,167
Change+12 (+0%)
Value$2.6M (-$6.4K)
Filed 2026-10-08
Syverson Strege & Co
DECREASED
Shares5,142 from 5,201
Change-59 (-1%)
Value$2.6M (-$42.1K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares5,139 from 5,047
Change+92 (+2%)
Value$2.6M (+$56.1K)
Filed 2026-11-03
SC&H Financial Advisors, Inc.
UNCHANGED
Shares5,125 from 5,125
Change0 (0%)
Value$2.6M (-$12.5K)
Filed 2026-10-14
Approach Retirement Advisors, LLC
DECREASED
Shares5,122 from 5,140
Change-18 (0%)
Value$2.6M (-$21.5K)
Filed 2026-10-22
Aurora Private Wealth, Inc.
DECREASED
Shares5,119 from 5,179
Change-60 (-1%)
Value$2.5K (-$2.6M)
Filed 2026-10-20
Gallagher Capital Advisors, LLC
INCREASED
Shares5,114 from 5,113
Change+1 (+0%)
Value$2.3M (+$1.8M)
Filed 2026-10-09
Key FInancial Inc
DECREASED
Shares5,104 from 5,121
Change-17 (0%)
Value$2.5M (-$21.0K)
Filed 2026-11-02
Godsey & Gibb, Inc
DECREASED
Shares5,100 from 5,114
Change-14 (0%)
Value$2.5M (-$19.5K)
Filed 2026-10-14
Econ Financial Services Corp
NEW
Shares5,094
Change+5,094
Value$2.5M
Filed 2026-10-19
Lakeshore Capital Group, Inc.
INCREASED
Shares5,083 from 4,646
Change+437 (+9%)
Value$2.5M (+$206.3K)
Filed 2026-10-20
Hunter Associates Investment Management LLC
INCREASED
Shares5,083 from 4,928
Change+155 (+3%)
Value$2.5K (-$2.5M)
Filed 2026-10-26
Wealth Quarterback LLC
INCREASED
Shares5,062 from 4,898
Change+164 (+3%)
Value$2.5M (+$69.6K)
Filed 2026-10-20
Fiduciary Family Office, LLC
INCREASED
Shares5,033 from 4,713
Change+320 (+7%)
Value$2.5M (+$147.8K)
Filed 2026-11-04
ROI Financial Advisors, LLC
DECREASED
Shares5,028 from 5,243
Change-215 (-4%)
Value$2.5M (-$119.9K)
Filed 2026-10-19
Simplex Trading, LLC
NEW
Shares5,025
Change+5,025
Value$2.5M
Filed 2026-11-04
Post Resch Tallon Group Inc.
INCREASED
Shares5,018 from 5,008
Change+10 (+0%)
Value$2.5M (-$7.2K)
Filed 2026-10-09
Whelan Financial
INCREASED
Shares5,012 from 4,472
Change+540 (+12%)
Value$2.5M (+$258.0K)
Filed 2026-10-28
Adelphi Trust Co
INCREASED
Shares5,006 from 4,025
Change+981 (+24%)
Value$2.5M (+$478.7K)
Filed 2026-10-05
Bretton Capital Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$2.5M (-$12.2K)
Filed 2026-10-22
May Hill Capital, LLC
INCREASED
Shares4,995 from 4,611
Change+384 (+8%)
Value$2.5M (+$180.0K)
Filed 2026-11-03
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares4,984 from 4,984
Change0 (0%)
Value$2.5M (-$12.2K)
Filed 2026-10-29
Hamilton Capital, LLC
INCREASED
Shares4,981 from 4,752
Change+229 (+5%)
Value$2.5M (+$102.4K)
Filed 2026-10-08
Sigma Investment Counselors Inc
INCREASED
Shares4,972 from 4,381
Change+591 (+13%)
Value$2.5M (+$283.6K)
Filed 2026-10-27
Seelaus Asset Management LLC
DECREASED
Shares4,972 from 5,072
Change-100 (-2%)
Value$2.5M (-$62.2K)
Filed 2026-10-14
Granite Islands Private Wealth, LLC
INCREASED
Shares4,969 from 4,434
Change+535 (+12%)
Value$2.5M (+$256.0K)
Filed 2026-10-16
Steinberg Asset Management LLC
DECREASED
Shares4,967 from 5,002
Change-35 (-1%)
Value$2.5M (-$29.6K)
Filed 2026-10-29
Rezny Wealth Management, Inc.
INCREASED
Shares4,961 from 4,835
Change+126 (+3%)
Value$2.5M (+$51.1K)
Filed 2026-10-15
Convergence Financial, LLC
DECREASED
Shares4,954 from 9,294
Change-4,340 (-47%)
Value$2.5M (-$2.2M)
Filed 2026-10-27
Revisor Wealth Management LLC
DECREASED
Shares4,938 from 5,212
Change-274 (-5%)
Value$2.6M (-$45.9K)
Filed 2026-10-20
Human Investing LLC
INCREASED
Shares4,936 from 1,895
Change+3,041 (+160%)
Value$2.5M (+$1.5M)
Filed 2026-10-19
Benin Management Corp
DECREASED
Shares4,932 from 4,957
Change-25 (0%)
Value$2.5M (-$24.5K)
Filed 2026-10-22
J. Derek Lewis & Associates Inc.
DECREASED
Shares4,914 from 5,061
Change-147 (-3%)
Value$2.4M (-$85.4K)
Filed 2026-11-03
Fishman JAY A LTD
DECREASED
Shares4,910 from 4,915
Change-5 (0%)
Value$2.4M (-$14.5K)
Filed 2026-10-26
First Bank & Trust
DECREASED
Shares4,909 from 5,057
Change-148 (-3%)
Value$2.4M (-$86.0K)
Filed 2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares4,897 from 5,292
Change-395 (-7%)
Value$2.3M (-$309.0K)
Filed 2026-10-08
Gibbs Wealth Management
INCREASED
Shares4,895 from 3,391
Change+1,504 (+44%)
Value$2.4M (+$740.6K)
Filed 2026-10-22
Guardian Partners Inc.
UNCHANGED
Shares4,893 from 4,893
Change0 (0%)
Value$2.4M (-$11.9K)
Filed 2026-10-21
Greatmark Investment Partners, Inc.
INCREASED
Shares4,890 from 4,159
Change+731 (+18%)
Value$2.4M (+$353.9K)
Filed 2026-10-28
World Equity Group, Inc.
DECREASED
Shares4,876 from 6,738
Change-1,862 (-28%)
Value$2.4M (-$935.2K)
Filed 2026-10-14
Heritage Investment Group, Inc.
INCREASED
Shares4,861 from 4,810
Change+51 (+1%)
Value$2.4M (+$13.7K)
Filed 2026-11-03
Independence Asset Advisors, LLC
INCREASED
Shares4,858 from 4,015
Change+843 (+21%)
Value$2.4M (+$410.0K)
Filed 2026-10-23
Corps Capital Advisors, LLC
UNCHANGED
Shares4,845 from 4,845
Change0 (0%)
Value$2.4M (-$11.8K)
Filed 2026-11-05
Secure Asset Management, LLC
INCREASED
Shares4,844 from 4,774
Change+70 (+1%)
Value$2.4M (+$23.1K)
Filed 2026-10-19
Arbor Investment Advisors, LLC
INCREASED
Shares4,842 from 4,838
Change+4 (+0%)
Value$2.4M (-$9.8K)
Filed 2026-10-26
Three Bridge Wealth Advisors, LLC
INCREASED
Shares4,834 from 4,718
Change+116 (+2%)
Value$2.4M (+$46.3K)
Filed 2026-11-05
Milestones Administradora de Recursos Ltda.
UNCHANGED
Shares4,833 from 4,833
Change0 (0%)
Value$2.4M (-$11.8K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares4,832 from 4,731
Change+101 (+2%)
Value$2.4M (+$38.7K)
Filed 2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares4,822 from 4,748
Change+74 (+2%)
Value$2.4M (+$25.3K)
Filed 2026-11-02
Cortland Associates Inc
UNCHANGED
Shares4,821 from 4,821
Change0 (0%)
Value$2.4M (-$11.0K)
Filed 2026-10-29
Meridian Investment Counsel Inc.
DECREASED
Shares4,801 from 7,263
Change-2,462 (-34%)
Value$2.4M (-$1.2M)
Filed 2026-10-14
Brooklyn FI, LLC
INCREASED
Shares4,799 from 2,843
Change+1,956 (+69%)
Value$2.8M (+$1.4M)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares4,769 from 3,445
Change+1,324 (+38%)
Value$2.4M (+$650.7K)
Filed 2026-10-29
James T. Borello RIA
INCREASED
Shares4,769 from 4,731
Change+38 (+1%)
Value$2.4M (+$7.4K)
Filed 2026-10-16
tru Independence LLC
INCREASED
Shares4,765 from 4,736
Change+29 (+1%)
Value$2.4M (+$2.9K)
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
INCREASED
Shares4,762 from 4,460
Change+302 (+7%)
Value$2.4M (+$139.5K)
Filed 2026-10-16
Cannon Financial Strategists, Inc.
UNCHANGED
Shares4,755 from 4,755
Change0 (0%)
Value$2.4M (-$11.6K)
Filed 2026-10-19
Avion Wealth
INCREASED
Shares4,739 from 4,728
Change+11 (+0%)
Value$2.4K (-$2.4M)
Filed 2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares4,731 from 4,941
Change-210 (-4%)
Value$2.4M (-$116.6K)
Filed 2026-10-15
Alliance Wealth Advisors, LLC
INCREASED
Shares4,730 from 4,719
Change+11 (+0%)
Value$2.4M (-$6.0K)
Filed 2026-10-14
Agate Pass Investment Management, LLC
INCREASED
Shares4,722 from 4,646
Change+76 (+2%)
Value$2.4M (+$26.5K)
Filed 2026-10-20
Townsend Asset Management Corp
DECREASED
Shares4,714 from 4,852
Change-138 (-3%)
Value$2.3M (-$80.6K)
Filed 2026-10-29
National Wealth Management Group, LLC
DECREASED
Shares4,713 from 4,806
Change-93 (-2%)
Value$2.3M (-$58.0K)
Filed 2026-10-26
Enterprise Financial Services Corp
INCREASED
Shares4,686 from 4,677
Change+9 (+0%)
Value$2.3M (-$6.9K)
Filed 2026-11-03
Community Bank of Raymore
DECREASED
Shares4,672 from 4,692
Change-20 (0%)
Value$2.3M (-$21.4K)
Filed 2026-10-23
Prentice Wealth Management LLC
INCREASED
Shares4,660 from 4,587
Change+73 (+2%)
Value$2.3M (+$25.2K)
Filed 2026-10-20
Keeler Thomas Management LLC
DECREASED
Shares4,656 from 4,724
Change-68 (-1%)
Value$2.3M (-$45.4K)
Filed 2026-10-29
Encompass Wealth Advisors, LLC
INCREASED
Shares4,654 from 2,302
Change+2,352 (+102%)
Value$2.3M (+$1.2M)
Filed 2026-10-15
Weaver Consulting Group
DECREASED
Shares4,652 from 4,983
Change-331 (-7%)
Value$2.3M (-$177.3K)
Filed 2026-10-07
Argentarii, LLC
DECREASED
Shares4,648 from 4,665
Change-17 (0%)
Value$2.3M (-$94.4K)
Filed 2026-10-28
Guerra PAN Advisors, LLC
DECREASED
Shares4,647 from 4,656
Change-9 (0%)
Value$2.5M (+$143.5K)
Filed 2026-10-26
Kingstone Capital Partners Texas, LLC
DECREASED
Shares4,636 from 4,729
Change-93 (-2%)
Value$2.3M (-$57.8K)
Filed 2026-11-03
Zullo Investment Group, Inc.
INCREASED
Shares4,636 from 4,633
Change+3 (+0%)
Value$2.3M (-$9.8K)
Filed 2026-10-20
Tranquility Partners, LLC
DECREASED
Shares4,635 from 4,842
Change-207 (-4%)
Value$2.3M (-$114.9K)
Filed 2026-10-20
Eagle Bay Advisors LLC
INCREASED
Shares4,635 from 4,520
Change+115 (+3%)
Value$2.3M (+$46.2K)
Filed 2026-10-16
Avalon Capital Management
UNCHANGED
Shares4,632 from 4,632
Change0 (0%)
Value$2.3M (-$11.3K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
INCREASED
Shares4,621 from 4,615
Change+6 (+0%)
Value$2.3M (-$8.3K)
Filed 2026-10-19
Register Financial Advisors LLC
INCREASED
Shares4,617 from 4,519
Change+98 (+2%)
Value$2.3M (+$37.8K)
Filed 2026-10-23
Absolute Capital Management, LLC
DECREASED
Shares4,615 from 4,618
Change-3 (0%)
Value$2.3M (-$12.8K)
Filed 2026-10-16
SYM Financial Corp
INCREASED
Shares4,610 from 4,176
Change+434 (+10%)
Value$2.3M (+$205.8K)
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED
Shares4,582 from 4,556
Change+26 (+1%)
Value$2.3M (+$1.8K)
Filed 2026-10-15
Vaughan David Investments LLC
INCREASED
Shares4,580 from 4,490
Change+90 (+2%)
Value$2.3K (-$2.2M)
Filed 2026-11-05
Abacus Wealth Partners, LLC
DECREASED
Shares4,572 from 5,347
Change-775 (-14%)
Value$2.3M (-$399.0K)
Filed 2026-11-03
Vista Investment Partners II, LLC
DECREASED
Shares4,556 from 4,710
Change-154 (-3%)
Value$2.3M (-$88.2K)
Filed 2026-10-15
LVM Capital Management LTD
INCREASED
Shares4,554 from 4,535
Change+19 (+0%)
Value$2.3M (+$2.3M)
Filed 2026-10-20
Net Worth Advisory Group
INCREASED
Shares4,552 from 4,230
Change+322 (+8%)
Value$2.3M (+$161.4K)
Filed 2026-10-20
Fingerlakes Wealth Management, Inc.
DECREASED
Shares4,551 from 4,570
Change-19 (0%)
Value$2.3M (-$20.6K)
Filed 2026-11-04
Kennebec Savings Bank
INCREASED
Shares4,546 from 3,479
Change+1,067 (+31%)
Value$2.3M (+$522.8K)
Filed 2026-10-22
Pennsylvania Capital Management Inc
INCREASED
Shares4,546 from 4,175
Change+371 (+9%)
Value$2.3M (+$174.6K)
Filed 2026-11-05
Three Seasons Wealth, LLC
DECREASED
Shares4,546 from 4,583
Change-37 (-1%)
Value$2.3M (-$29.6K)
Filed 2026-11-03
North Capital, Inc.
DECREASED
Shares4,542 from 4,648
Change-106 (-2%)
Value$2.4M (+$38.7K)
Filed 2026-10-16
Mitchell Sinkler & Starr
INCREASED
Shares4,526 from 4,459
Change+67 (+2%)
Value$2.3M (+$22.5K)
Filed 2026-10-13
Droms Strauss Advisors Inc
DECREASED
Shares4,519 from 4,521
Change-2 (0%)
Value$2.3M (-$12.0K)
Filed 2026-11-03
Trail Ridge Investment Advisors, LLC
DECREASED
Shares4,507 from 4,513
Change-6 (0%)
Value$2.2M (-$14.0K)
Filed 2026-10-16
Burke & Herbert Bank & Trust Co
DECREASED
Shares4,502 from 4,564
Change-62 (-1%)
Value$2.2M (-$42.0K)
Filed 2026-11-02
MPS Loria Financial Planners, LLC
INCREASED
Shares4,500 from 4,499
Change+1 (+0%)
Value$2.2M (-$10.5K)
Filed 2026-10-14
GLR Partners, LLC
DECREASED
Shares4,489 from 4,741
Change-252 (-5%)
Value$2.2M (-$137.1K)
Filed 2026-11-04
TriaGen Wealth Management LLC
INCREASED
Shares4,487 from 3,784
Change+703 (+19%)
Value$2.2M (+$340.9K)
Filed 2026-10-14
Financial Partners Group, Inc
INCREASED
Shares4,479 from 4,310
Change+169 (+4%)
Value$2.2M (+$73.6K)
Filed 2026-10-19
First Community Trust NA
INCREASED
Shares4,469 from 3,661
Change+808 (+22%)
Value$2.2M (+$393.4K)
Filed 2026-10-07
Cerro Pacific Wealth Advisors LLC
UNCHANGED
Shares4,465 from 4,465
Change0 (0%)
Value$2.2M (-$11.0K)
Filed 2026-10-22
Trust Co of Toledo NA
INCREASED
Shares4,458 from 4,439
Change+19 (+0%)
Value$2.2M (-$1.4K)
Filed 2026-10-16
SFE Investment Counsel
DECREASED
Shares4,458 from 4,463
Change-5 (0%)
Value$2.2M (-$13.4K)
Filed 2026-10-29
Tealwood Asset Management Inc
DECREASED
Shares4,456 from 4,520
Change-64 (-1%)
Value$2.2K (-$43)
Filed 2026-10-13
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$2.2M (-$10.9K)
Filed 2026-10-26
Powell Investment Advisors, LLC
UNCHANGED
Shares4,448 from 4,448
Change0 (0%)
Value$2.2M (-$10.9K)
Filed 2026-10-22
MW Advisory, LLC
INCREASED
Shares4,442 from 4,220
Change+222 (+5%)
Value$2.2M (+$100.2K)
Filed 2026-10-19
M&G Plc
DECREASED
Shares4,423 from 5,866
Change-1,443 (-25%)
Value$2.2M (-$730.3K)
Filed 2026-11-04
Lantern Wealth Advisors, LLC
DECREASED
Shares4,420 from 4,514
Change-94 (-2%)
Value$2.2M (-$57.8K)
Filed 2026-10-22
Sippican Capital Advisors
UNCHANGED
Shares4,410 from 4,410
Change0 (0%)
Value$2.2M (-$10.8K)
Filed 2026-10-23
Variant Private Wealth, LLC
INCREASED
Shares4,408 from 4,208
Change+200 (+5%)
Value$2.2M (+$89.3K)
Filed 2026-10-21
MBM Wealth Consultants, LLC
INCREASED
Shares4,408 from 4,242
Change+166 (+4%)
Value$2.2M (+$72.3K)
Filed 2026-10-20
Income Insurance Ltd
INCREASED
Shares4,404 from 4,324
Change+80 (+2%)
Value$2.2M (+$29.3K)
Filed 2026-10-21
Hudson Canyon Capital Management
DECREASED
Shares4,395 from 4,669
Change-274 (-6%)
Value$2.2M (-$147.8K)
Filed 2026-11-04
Spirit of America Management Corp
UNCHANGED
Shares4,395 from 4,395
Change0 (0%)
Value$2.2M (-$10.7K)
Filed 2026-10-14
Blue Line Capital, LLC / IL
INCREASED
Shares4,381 from 4,239
Change+142 (+3%)
Value$2.2M (+$60.4K)
Filed 2026-11-04
Terra Nova Asset Management LLC
INCREASED
Shares4,367 from 3,967
Change+400 (+10%)
Value$2.2M (+$189.5K)
Filed 2026-10-13
Whalen Wealth Management Inc.
INCREASED
Shares4,366 from 4,208
Change+158 (+4%)
Value$2.2M (+$68.4K)
Filed 2026-10-08
Quantum Financial Partners LLC
DECREASED
Shares4,365 from 4,379
Change-14 (0%)
Value$2.2M (-$17.7K)
Filed 2026-10-19
Bensler, LLC
INCREASED
Shares4,360 from 4,186
Change+174 (+4%)
Value$2.2M (+$76.4K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
DECREASED
Shares4,352 from 4,499
Change-147 (-3%)
Value$2.2M (-$84.2K)
Filed 2026-10-07
Advisory Resource Group
INCREASED
Shares4,350 from 4,259
Change+91 (+2%)
Value$2.2M (+$34.9K)
Filed 2026-10-26
Interchange Capital Partners, LLC
DECREASED
Shares4,345 from 5,084
Change-739 (-15%)
Value$2.2M (-$380.4K)
Filed 2026-10-28
IFG Advisors, LLC
DECREASED
Shares4,345 from 4,417
Change-72 (-2%)
Value$2.2M (-$46.5K)
Filed 2026-10-15
Teamwork Financial Advisors, LLC
DECREASED
Shares4,344 from 5,370
Change-1,026 (-19%)
Value$2.2M (-$524.0K)
Filed 2026-10-19
Reicon Wealth Advisors, LLC
UNCHANGED
Shares4,344 from 4,344
Change0 (0%)
Value$2.2M (-$10.6K)
Filed 2026-11-04
Levin Capital Strategies, L.P.
DECREASED
Shares4,339 from 17,301
Change-12,962 (-75%)
Value$2.2M (-$6.5M)
Filed 2026-11-02
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares4,338 from 4,191
Change+147 (+4%)
Value$2.2M (+$63.0K)
Filed 2026-10-27
Summit Financial Wealth Advisors, LLC
DECREASED
Shares4,325 from 4,389
Change-64 (-1%)
Value$2.2M (-$42.6K)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares4,315 from 4,315
Change0 (0%)
Value$2.1M (-$10.5K)
Filed 2026-11-05
Deseret Mutual Benefit Administrators
DECREASED
Shares4,304 from 4,468
Change-164 (-4%)
Value$2.1M (-$92.6K)
Filed 2026-11-04
WealthSpring Partners, LLC
DECREASED
Shares4,303 from 6,028
Change-1,725 (-29%)
Value$2.1M (-$873.7K)
Filed 2026-10-14
Delphi Management Inc
DECREASED
Shares4,293 from 4,381
Change-88 (-2%)
Value$2.1K (-$2.2M)
Filed 2026-11-05
Nordwand Advisors, LLC
DECREASED
Shares4,285 from 4,322
Change-37 (-1%)
Value$2.1M (-$29.0K)
Filed 2026-11-05
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares4,266 from 4,205
Change+61 (+1%)
Value$2.1M (+$20.1K)
Filed 2026-10-16
KPP Advisory Services LLC
DECREASED
Shares4,265 from 5,993
Change-1,728 (-29%)
Value$2.1M (-$875.1K)
Filed 2026-10-26
Davidson Kahn Capital Management, LLC
DECREASED
Shares4,240 from 4,536
Change-296 (-7%)
Value$2.1M (-$158.5K)
Filed 2026-10-26
Platt Wealth Management LLC
DECREASED
Shares4,238 from 4,790
Change-552 (-12%)
Value$2.1K (-$2.4M)
Filed 2026-11-04
Canopy Partners, LLC
INCREASED
Shares4,227 from 4,053
Change+174 (+4%)
Value$2.1M (+$76.8K)
Filed 2026-10-28
McNaughton Wealth Management, LLC
INCREASED
Shares4,219 from 4,112
Change+107 (+3%)
Value$2.1M (+$43.2K)
Filed 2026-10-09
GAM Holding AG
DECREASED
Shares4,218 from 5,059
Change-841 (-17%)
Value$2.1M (-$431.1K)
Filed 2026-11-03
Peachtree Investment Partners, LLC
DECREASED
Shares4,212 from 4,269
Change-57 (-1%)
Value$2.1M (-$38.8K)
Filed 2026-11-05
bLong Financial, LLC
INCREASED
Shares4,207 from 4,107
Change+100 (+2%)
Value$2.1M (+$39.8K)
Filed 2026-10-29
Iams Wealth Management, LLC
DECREASED
Shares4,201 from 7,771
Change-3,570 (-46%)
Value$2.1M (-$1.8M)
Filed 2026-10-15
Charles Schwab Trust Co
INCREASED
Shares4,191 from 3,616
Change+575 (+16%)
Value$2.1M (+$277.5K)
Filed 2026-10-15
Capitol Family Office, Inc.
INCREASED
Shares4,173 from 3,984
Change+189 (+5%)
Value$2.1M (+$84.6K)
Filed 2026-10-13
Mattern Capital Management, LLC
INCREASED
Shares4,161 from 3,325
Change+836 (+25%)
Value$2.1M (+$408.2K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED
Shares4,155 from 4,071
Change+84 (+2%)
Value$2.1M (+$31.9K)
Filed 2026-10-19
Hengehold Capital Management LLC
DECREASED
Shares4,150 from 4,453
Change-303 (-7%)
Value$2.1M (-$161.7K)
Filed 2026-10-16
Liberty Capital Management, Inc.
DECREASED
Shares4,149 from 4,153
Change-4 (0%)
Value$2.1M (-$12.1K)
Filed 2026-11-02
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares4,149 from 4,149
Change0 (0%)
Value$2.1M (-$10.1K)
Filed 2026-10-27
Key Client Fiduciary Advisors, LLC
INCREASED
Shares4,148 from 4,139
Change+9 (+0%)
Value$2.1M (-$5.6K)
Filed 2026-10-19
Orca Wealth Management, LLC
DECREASED
Shares4,142 from 4,156
Change-14 (0%)
Value$2.1M (-$17.1K)
Filed 2026-10-14
Prosperity Planning, Inc.
INCREASED
Shares4,136 from 4,067
Change+69 (+2%)
Value$2.1M (+$24.4K)
Filed 2026-10-09
Sava Infond d.o.o.
DECREASED
Shares4,125 from 6,850
Change-2,725 (-40%)
Value$2.1M (-$1.4M)
Filed 2026-10-28
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares4,119 from 4,938
Change-819 (-17%)
Value$2.1M (-$419.8K)
Filed 2026-10-09
Trek Financial, LLC
INCREASED
Shares4,110 from 3,932
Change+178 (+5%)
Value$2.0M (+$79.0K)
Filed 2026-10-29
Rubicon Advisors, GP
INCREASED
Shares4,103 from 4,069
Change+34 (+1%)
Value$2.0M (+$7.0K)
Filed 2026-10-23
Kercheville Advisors, LLC
DECREASED
Shares4,102 from 4,156
Change-54 (-1%)
Value$2.0M (-$37.0K)
Filed 2026-10-19
Elevatus Welath Management
INCREASED
Shares4,082 from 3,485
Change+597 (+17%)
Value$2.0M (+$288.9K)
Filed 2026-10-19
Vicus Capital
DECREASED
Shares4,077 from 4,343
Change-266 (-6%)
Value$2.0M (-$142.8K)
Filed 2026-11-05
S.E.E.D. Planning Group LLC
INCREASED
Shares4,069 from 3,844
Change+225 (+6%)
Value$2.0M (+$102.7K)
Filed 2026-10-07
Box Hill Private Wealth LLC
DECREASED
Shares4,057 from 4,507
Change-450 (-10%)
Value$2.0M (-$235.1K)
Filed 2026-10-05
Coquina Private Wealth LLC
DECREASED
Shares4,054 from 4,129
Change-75 (-2%)
Value$2.0M (-$47.4K)
Filed 2026-10-27
Lynx Investment Advisory
DECREASED
Shares4,052 from 5,582
Change-1,530 (-27%)
Value$2.0M (-$775.5K)
Filed 2026-10-27
Park Capital Management, LLC / WI
DECREASED
Shares4,041 from 4,135
Change-94 (-2%)
Value$2.0M (-$56.9K)
Filed 2026-10-13
Stillwater Wealth Management Group
INCREASED
Shares4,038 from 3,802
Change+236 (+6%)
Value$2.0M (+$108.2K)
Filed 2026-10-21
Elevation Wealth Management LLC
INCREASED
Shares4,016 from 3,879
Change+137 (+4%)
Value$2.0M (+$58.6K)
Filed 2026-11-02
Emprise Bank
DECREASED
Shares4,016 from 4,058
Change-42 (-1%)
Value$2.0M (-$30.8K)
Filed 2026-10-07
Tsfg, LLC
DECREASED
Shares4,013 from 4,658
Change-645 (-14%)
Value$2.0K (-$2.3M)
Filed 2026-10-23
Westside Investment Management, Inc.
DECREASED
Shares4,011 from 4,031
Change-20 (0%)
Value$2.0M (-$8.2K)
Filed 2026-11-02
Schwartz Investment Counsel Inc
UNCHANGED
Shares4,010 from 4,010
Change0 (0%)
Value$2.0M (-$9.8K)
Filed 2026-10-26
Brucke Financial, Inc.
INCREASED
Shares4,009 from 3,888
Change+121 (+3%)
Value$2.0M (+$50.8K)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
DECREASED
Shares3,991 from 4,026
Change-35 (-1%)
Value$2.0M (-$27.3K)
Filed 2026-10-15
Eclectic Associates Inc
INCREASED
Shares3,990 from 3,942
Change+48 (+1%)
Value$2.0M (+$14.3K)
Filed 2026-10-09
Laurel Wealth Planning LLC
UNCHANGED
Shares3,987 from 3,987
Change0 (0%)
Value$2.0M (-$9.7K)
Filed 2026-11-02
Tandem Capital Management Corp
DECREASED
Shares3,982 from 4,040
Change-58 (-1%)
Value$2.0M (-$38.7K)
Filed 2026-10-22
State of Wyoming
INCREASED
Shares3,970 from 3,067
Change+903 (+29%)
Value$2.0M (+$442.2K)
Filed 2026-10-28
Financial Enhancement Group LLC
DECREASED
Shares3,966 from 4,520
Change-554 (-12%)
Value$2.0M (-$253.9K)
Filed 2026-10-08
Sage Investment Counsel LLC
DECREASED
Shares3,960 from 4,290
Change-330 (-8%)
Value$2.0M (-$174.8K)
Filed 2026-10-26
Willner & Heller, LLC
DECREASED
Shares3,949 from 4,328
Change-379 (-9%)
Value$2.0M (-$199.3K)
Filed 2026-10-28
Perryman Financial Advisory Inc
DECREASED
Shares3,948 from 4,051
Change-103 (-3%)
Value$2.0M (-$61.2K)
Filed 2026-10-16
Manchester Financial Inc
DECREASED
Shares3,939 from 4,029
Change-90 (-2%)
Value$2.0M (-$54.9K)
Filed 2026-10-15
Bluesphere Advisors LLC
DECREASED
Shares3,936 from 4,461
Change-525 (-12%)
Value$2.0M (-$272.3K)
Filed 2026-10-19
Altus Wealth Group LLC
INCREASED
Shares3,935 from 3,848
Change+87 (+2%)
Value$2.0M (+$33.9K)
Filed 2026-10-20
Riversedge Advisors, LLC
INCREASED
Shares3,933 from 3,469
Change+464 (+13%)
Value$2.0M (+$222.6K)
Filed 2026-10-09
Sage Capital Management, LLC
UNCHANGED
Shares3,921 from 3,921
Change0 (0%)
Value$2.0M (-$9.6K)
Filed 2026-10-20
Catalyst Capital Advisors LLC
INCREASED
Shares3,915 from 1,613
Change+2,302 (+143%)
Value$1.9M (+$1.1M)
Filed 2026-11-02
Hickory Point Bank & Trust
DECREASED
Shares3,915 from 3,936
Change-21 (-1%)
Value$1.9M (-$20.1K)
Filed 2026-10-01
Colton Groome Financial Advisors, LLC
INCREASED
Shares3,907 from 3,905
Change+2 (+0%)
Value$1.9M (-$8.3K)
Filed 2026-10-06
Bangor Savings Bank
DECREASED
Shares3,896 from 4,106
Change-210 (-5%)
Value$1.9M (-$114.6K)
Filed 2026-10-06
GW Henssler & Associates LTD
INCREASED
Shares3,894 from 3,564
Change+330 (+9%)
Value$1.9M (+$155.6K)
Filed 2026-10-26
Ring Mountain Capital, LLC
INCREASED
Shares3,886 from 3,806
Change+80 (+2%)
Value$1.9M (+$30.6K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
DECREASED
Shares3,884 from 3,950
Change-66 (-2%)
Value$1.9M (-$42.4K)
Filed 2026-10-20
LongView Wealth Management
UNCHANGED
Shares3,883 from 3,883
Change0 (0%)
Value$1.9M (-$9.5K)
Filed 2026-10-19
Cache Advisors, LLC
INCREASED
Shares3,882 from 2,606
Change+1,276 (+49%)
Value$1.9M (+$629.0K)
Filed 2026-10-16
Cambridge Financial Group, LLC
UNCHANGED
Shares3,879 from 3,879
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-06
Aspen Wealth Management LLC
INCREASED
Shares3,857 from 3,278
Change+579 (+18%)
Value$1.9M (+$280.3K)
Filed 2026-10-14
McBroom & Associates, LLC
UNCHANGED
Shares3,822 from 3,822
Change0 (0%)
Value$1.9M (-$9.3K)
Filed 2026-10-29
D.B. Root & Company, LLC
DECREASED
Shares3,819 from 3,904
Change-85 (-2%)
Value$1.9M (-$52.1K)
Filed 2026-11-04
Wedgewood Investors Inc
UNCHANGED
Shares3,816 from 3,816
Change0 (0%)
Value$1.9M (-$9.3K)
Filed 2026-10-28
William John Sempolinski
INCREASED
Shares3,810 from 3,510
Change+300 (+9%)
Value$1.9M (+$140.8K)
Filed 2026-10-20
Silverlake Wealth Management LLC
DECREASED
Shares3,803 from 3,971
Change-168 (-4%)
Value$1.9M (-$93.3K)
Filed 2026-10-21
Zega Investments, LLC
DECREASED
Shares3,800 from 4,049
Change-249 (-6%)
Value$1.9M (-$133.9K)
Filed 2026-11-04
Symmetry Partners, LLC
INCREASED
Shares3,783 from 3,758
Change+25 (+1%)
Value$1.9M (+$3.3K)
Filed 2026-10-27
Scissortail Wealth Management, LLC
INCREASED
Shares3,776 from 3,517
Change+259 (+7%)
Value$1.9M (+$120.4K)
Filed 2026-11-03
Armbruster Capital Management, Inc.
DECREASED
Shares3,775 from 4,854
Change-1,079 (-22%)
Value$1.9M (-$549.1K)
Filed 2026-10-19
Gold Investment Management Ltd.
DECREASED
Shares3,758 from 3,763
Change-5 (0%)
Value$1.9M (-$11.7K)
Filed 2026-10-19
Tableaux LLC
DECREASED
Shares3,751 from 3,851
Change-100 (-3%)
Value$1.9M (-$59.2K)
Filed 2026-10-23
Alpha Family Trust
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$1.9M ($0)
Filed 2026-11-04
Achmea Investment Management B.V.
NEW
Shares3,748
Change+3,748
Value$1.9M
Filed 2026-10-30
Grant Street Asset Management, Inc.
UNCHANGED
Shares3,743 from 3,743
Change0 (0%)
Value$1.9M (-$9.1K)
Filed 2026-10-26
BayBridge Capital Group, LLC
DECREASED
Shares3,734 from 3,752
Change-18 (0%)
Value$1.9M (-$18.2K)
Filed 2026-10-13
Index Fund Advisors, Inc.
INCREASED
Shares3,730 from 3,728
Change+2 (+0%)
Value$1.9M (-$8.1K)
Filed 2026-11-05
Mattern Wealth Management LLC
DECREASED
Shares3,718 from 4,088
Change-370 (-9%)
Value$1.9M (-$194.2K)
Filed 2026-11-04
Vann Equity Management LLC
DECREASED
Shares3,717 from 3,791
Change-74 (-2%)
Value$1.9M (-$46.1K)
Filed 2026-10-08
DecisionMap Wealth Management, LLC
DECREASED
Shares3,710 from 3,754
Change-44 (-1%)
Value$1.8M (-$30.6K)
Filed 2026-10-29
TSG Advice Partners, LLC
NEW
Shares3,707
Change+3,707
Value$1.9M
Filed 2026-10-29
Bright Financial Advisors, Inc.
DECREASED
Shares3,701 from 4,680
Change-979 (-21%)
Value$1.8M (-$498.9K)
Filed 2026-10-23
Pacific Sage Partners, LLC
INCREASED
Shares3,695 from 3,645
Change+50 (+1%)
Value$1.8M (+$16.0K)
Filed 2026-10-21
StoryOne LLC
INCREASED
Shares3,692 from 1,903
Change+1,789 (+94%)
Value$1.8M (+$886.2K)
Filed 2026-10-13
Arbor Wealth Advisors LLC
UNCHANGED
Shares3,692 from 3,692
Change0 (0%)
Value$1.8M (-$9.0K)
Filed 2026-10-09
Fulcrum Equity Management
DECREASED
Shares3,690 from 4,038
Change-348 (-9%)
Value$1.8M (-$183.1K)
Filed 2026-10-21
CKW Financial Group
DECREASED
Shares3,681 from 3,754
Change-73 (-2%)
Value$1.8K (-$1.9M)
Filed 2026-10-29
Quantum Private Wealth, LLC
DECREASED
Shares3,669 from 3,919
Change-250 (-6%)
Value$1.8M (-$134.0K)
Filed 2026-10-20
Piedmont Capital Management, LLC
DECREASED
Shares3,661 from 3,689
Change-28 (-1%)
Value$1.8M (-$22.9K)
Filed 2026-10-21
Allied Investment Advisors, LLC
INCREASED
Shares3,657 from 3,636
Change+21 (+1%)
Value$1.8M (+$1.6K)
Filed 2026-10-13
Base Wealth Management LLC
INCREASED
Shares3,657 from 3,641
Change+16 (+0%)
Value$1.8M (-$917)
Filed 2026-10-21
Cassia Capital Partners, LLC
INCREASED
Shares3,632 from 3,595
Change+37 (+1%)
Value$1.8M (+$9.6K)
Filed 2026-11-04
Camden National Bank
DECREASED
Shares3,627 from 3,743
Change-116 (-3%)
Value$1.8M (-$66.9K)
Filed 2026-11-02
Colorado Capital Management, Inc.
DECREASED
Shares3,627 from 3,639
Change-12 (0%)
Value$1.8K (-$15)
Filed 2026-10-15
Hoey Investments, Inc
UNCHANGED
Shares3,623 from 3,623
Change0 (0%)
Value$1.8M (-$8.8K)
Filed 2026-10-29
CDM Financial Counseling Services, Inc.
INCREASED
Shares3,616 from 3,605
Change+11 (+0%)
Value$1.8M (-$3.3K)
Filed 2026-10-15
MV Capital Management, Inc.
DECREASED
Shares3,613 from 3,631
Change-18 (0%)
Value$1.8M (-$17.8K)
Filed 2026-10-29
Burton Enright Welch
INCREASED
Shares3,590 from 3,235
Change+355 (+11%)
Value$1.8M (+$168.9K)
Filed 2026-11-04
Measured Risk Portfolios, Inc.
DECREASED
Shares3,590 from 3,630
Change-40 (-1%)
Value$1.8M (-$28.8K)
Filed 2026-10-21
Verity & Verity, LLC
DECREASED
Shares3,589 from 3,987
Change-398 (-10%)
Value$1.8M (-$207.9K)
Filed 2026-10-23
Trilogy Capital Inc.
DECREASED
Shares3,587 from 65,976
Change-62,389 (-95%)
Value$1.8M (-$31.2M)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares3,581 from 3,442
Change+139 (+4%)
Value$1.8M (+$60.8K)
Filed 2026-11-03
Midway Capital Research & Management
INCREASED
Shares3,574 from 2,574
Change+1,000 (+39%)
Value$1.8M (+$491.7K)
Filed 2026-10-20
Hourglass Capital, LLC
DECREASED
Shares3,560 from 4,620
Change-1,060 (-23%)
Value$1.8M (-$539.1K)
Filed 2026-10-26
Matisse Capital
INCREASED
Shares3,559 from 3,558
Change+1 (+0%)
Value$1.8M (-$8.2K)
Filed 2026-10-29
One Day In July LLC
DECREASED
Shares3,547 from 4,346
Change-799 (-18%)
Value$1.8M (-$408.5K)
Filed 2026-10-30
Cairn Investment Group, Inc.
DECREASED
Shares3,547 from 3,637
Change-90 (-2%)
Value$1.8K (-$1.8M)
Filed 2026-11-04
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,544 from 3,535
Change+9 (+0%)
Value$1.8M (-$4.1K)
Filed 2026-10-22
S.A. Mason LLC
DECREASED
Shares3,543 from 3,618
Change-75 (-2%)
Value$1.8M (-$46.2K)
Filed 2026-10-13
Mindset Wealth Management, LLC
INCREASED
Shares3,539 from 3,517
Change+22 (+1%)
Value$1.8M (+$2.4K)
Filed 2026-10-19
Mirabaud & Cie SA
DECREASED
Shares3,527 from 3,560
Change-33 (-1%)
Value$1.8M (-$25.1K)
Filed 2026-10-27
Clayton Financial Group LLC
DECREASED
Shares3,524 from 3,574
Change-50 (-1%)
Value$1.8M (-$33.6K)
Filed 2026-10-13
Columbia Bank
INCREASED
Shares3,522 from 3,401
Change+121 (+4%)
Value$1.8M (+$52.0K)
Filed 2026-10-29
Signature Wealth Management Partners, LLC
INCREASED
Shares3,522 from 3,511
Change+11 (+0%)
Value$1.8M (-$3.3K)
Filed 2026-10-21
CPC Advisors, LLC
INCREASED
Shares3,517 from 3,414
Change+103 (+3%)
Value$1.8M (+$43.0K)
Filed 2026-10-21
Castle Rock Wealth Management, LLC
DECREASED
Shares3,513 from 3,524
Change-11 (0%)
Value$1.8M (+$14.9K)
Filed 2026-10-09
South Shore Capital Advisors
DECREASED
Shares3,512 from 3,522
Change-10 (0%)
Value$1.7M (-$13.6K)
Filed 2026-10-20
Gill Capital Partners, LLC
INCREASED
Shares3,511 from 3,451
Change+60 (+2%)
Value$1.7M (+$21.5K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
DECREASED
Shares3,493 from 3,508
Change-15 (0%)
Value$1.7M (-$13.7K)
Filed 2026-11-02
Investment Planning Advisors, Inc.
INCREASED
Shares3,487 from 2,874
Change+613 (+21%)
Value$1.7M (+$298.0K)
Filed 2026-10-14
Palisade Asset Management, LLC
DECREASED
Shares3,485 from 3,996
Change-511 (-13%)
Value$1.7M (-$264.2K)
Filed 2026-11-03
Verum Partners LLC
DECREASED
Shares3,483 from 3,850
Change-367 (-10%)
Value$1.7M (-$192.1K)
Filed 2026-10-21
Two West Capital Advisors LLC
DECREASED
Shares3,477 from 3,628
Change-151 (-4%)
Value$1.7M (-$35.3K)
Filed 2026-10-15
Landmark Wealth Management, Inc.
DECREASED
Shares3,474 from 3,476
Change-2 (0%)
Value$1.7M (-$9.5K)
Filed 2026-11-04
Pathway Financial Advisers, LLC
DECREASED
Shares3,472 from 3,496
Change-24 (-1%)
Value$1.7M (-$20.0K)
Filed 2026-10-27
Valley Brook Capital Group, Inc.
INCREASED
Shares3,468 from 3,443
Change+25 (+1%)
Value$1.7M (+$4.0K)
Filed 2026-10-26
First Financial Bank - Trust Division
DECREASED
Shares3,464 from 3,828
Change-364 (-10%)
Value$1.7M (-$190.6K)
Filed 2026-10-01
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares3,463 from 3,473
Change-10 (0%)
Value$1.7M (-$13.5K)
Filed 2026-10-29
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares3,458 from 3,458
Change0 (0%)
Value$1.7M (-$8.4K)
Filed 2026-11-05
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares3,453 from 4,673
Change-1,220 (-26%)
Value$1.7M (-$618.9K)
Filed 2026-10-14
Antonelli Financial Advisors, LLC
UNCHANGED
Shares3,441 from 3,441
Change0 (0%)
Value$1.7M (-$9.0K)
Filed 2026-10-13
Dodds Wealth, LLC
UNCHANGED
Shares3,431 from 3,431
Change0 (0%)
Value$1.7M (-$8.4K)
Filed 2026-11-02
Fermata Advisors, LLC
INCREASED
Shares3,425 from 3,382
Change+43 (+1%)
Value$1.7M (+$13.2K)
Filed 2026-10-13
Gilman Hill Asset Management, LLC
INCREASED
Shares3,418 from 2,033
Change+1,385 (+68%)
Value$1.7M (+$684.7K)
Filed 2026-10-13
Shrier Wealth Management, LLC
INCREASED
Shares3,413 from 3,403
Change+10 (+0%)
Value$1.7M (-$3.3K)
Filed 2026-10-20
Abundance Wealth Counselors
DECREASED
Shares3,412 from 3,478
Change-66 (-2%)
Value$1.7M (-$41.3K)
Filed 2026-10-26
Fairway Wealth LLC
INCREASED
Shares3,408 from 3,240
Change+168 (+5%)
Value$1.7M (+$75.8K)
Filed 2026-10-30
Wealth Advisory Solutions, LLC
INCREASED
Shares3,407 from 3,375
Change+32 (+1%)
Value$1.7M (+$10.2K)
Filed 2026-10-20
Channing Global Advisors, LLC
INCREASED
Shares3,402 from 3,245
Change+157 (+5%)
Value$1.7M (+$70.3K)
Filed 2026-11-03
Private Wealth Management Group, LLC
INCREASED
Shares3,392 from 2,806
Change+586 (+21%)
Value$1.7M (+$285.0K)
Filed 2026-10-19
Advisors Management Group Inc
INCREASED
Shares3,392 from 3,387
Change+5 (+0%)
Value$1.7K (-$1.7M)
Filed 2026-11-05
Bernardo Wealth Planning LLC
INCREASED
Shares3,388 from 1,737
Change+1,651 (+95%)
Value$1.7M (+$817.9K)
Filed 2026-10-23
Piscataqua Savings Bank
DECREASED
Shares3,388 from 4,682
Change-1,294 (-28%)
Value$1.7M (-$655.8K)
Filed 2026-10-21
Heritage Family Offices, LLP
INCREASED
Shares3,388 from 3,213
Change+175 (+5%)
Value$1.7M (+$79.3K)
Filed 2026-11-02
First County Bank
INCREASED
Shares3,387 from 2,950
Change+437 (+15%)
Value$1.7M (+$210.4K)
Filed 2026-10-13
Flynn Zito Capital Management, LLC
INCREASED
Shares3,386 from 3,207
Change+179 (+6%)
Value$1.7M (+$81.3K)
Filed 2026-11-04
RED Lighthouse Investment Management, LLC
INCREASED
Shares3,384 from 3,382
Change+2 (+0%)
Value$1.7M (-$7.3K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares3,382 from 3,351
Change+31 (+1%)
Value$1.7M (+$7.3K)
Filed 2026-10-16
Jacobsen Capital Management
INCREASED
Shares3,380 from 3,363
Change+17 (+1%)
Value$1.7M (+$259)
Filed 2026-10-27
Clay Northam Wealth Management, LLC
INCREASED
Shares3,369 from 1,914
Change+1,455 (+76%)
Value$1.7M (+$719.8K)
Filed 2026-10-13
Summit Investment Advisors, Inc.\KS
DECREASED
Shares3,369 from 3,399
Change-30 (-1%)
Value$1.7M (-$23.2K)
Filed 2026-11-05
XY Planning Network, Inc.
INCREASED
Shares3,362 from 3,030
Change+332 (+11%)
Value$1.7M (+$157.9K)
Filed 2026-10-14
First Business Financial Services, Inc.
INCREASED
Shares3,359 from 2,838
Change+521 (+18%)
Value$1.7M (+$252.5K)
Filed 2026-10-29
Entrust Financial LLC
DECREASED
Shares3,358 from 3,366
Change-8 (0%)
Value$1.7M (-$12.2K)
Filed 2026-11-04
Birchbrook, Inc.
DECREASED
Shares3,350 from 3,369
Change-19 (-1%)
Value$1.7M (-$17.7K)
Filed 2026-10-14
Shepherd Financial Partners LLC
INCREASED
Shares3,346 from 3,324
Change+22 (+1%)
Value$1.7M (+$2.8K)
Filed 2026-11-03
Valtinson Bruner Financial Planning LLC
INCREASED
Shares3,340 from 3,312
Change+28 (+1%)
Value$1.7M (+$5.9K)
Filed 2026-11-02
Trueblood Wealth Management, LLC
DECREASED
Shares3,337 from 3,434
Change-97 (-3%)
Value$1.7M (-$56.7K)
Filed 2026-10-23
St. Johns Investment Management Company, LLC
DECREASED
Shares3,337 from 3,389
Change-52 (-2%)
Value$1.7M (-$34.2K)
Filed 2026-10-30
Ceera Investments, LLC
INCREASED
Shares3,335 from 3,285
Change+50 (+2%)
Value$1.7M (+$16.9K)
Filed 2026-11-02
Grey Fox Wealth Advisors, LLC
DECREASED
Shares3,332 from 3,404
Change-72 (-2%)
Value$1.7M (-$44.2K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED
Shares3,330 from 3,040
Change+290 (+10%)
Value$1.7M (+$137.0K)
Filed 2026-11-02
Cypress Financial Planning LLC
DECREASED
Shares3,327 from 3,696
Change-369 (-10%)
Value$1.7M (-$192.6K)
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
DECREASED
Shares3,326 from 7,258
Change-3,932 (-54%)
Value$1.7M (-$2.0M)
Filed 2026-11-04
Marquette Asset Management, LLC
INCREASED
Shares3,322 from 2,862
Change+460 (+16%)
Value$1.7M (+$222.1K)
Filed 2026-10-09
Milestone Asset Management Group, LLC
INCREASED
Shares3,309 from 3,304
Change+5 (+0%)
Value$1.6M (-$5.4K)
Filed 2026-10-20
Phillip James Consulting Co.
UNCHANGED
Shares3,306 from 3,306
Change0 (0%)
Value$1.6M (-$8.1K)
Filed 2026-11-03
Wolff Financial Management LLC
UNCHANGED
Shares3,304 from 3,304
Change0 (0%)
Value$1.6M (-$8.1K)
Filed 2026-10-23
Hall Laurie J Trustee
UNCHANGED
Shares3,295 from 3,295
Change0 (0%)
Value$1.6M (-$8.0K)
Filed 2026-10-06
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares3,292 from 2,140
Change+1,152 (+54%)
Value$1.7M (+$595.7K)
Filed 2026-10-20
Narus Financial Partners, LLC
DECREASED
Shares3,284 from 3,348
Change-64 (-2%)
Value$1.6M (-$40.0K)
Filed 2026-10-19
Power Wealth Management LLC
INCREASED
Shares3,278 from 3,101
Change+177 (+6%)
Value$1.6M (+$80.6K)
Filed 2026-10-27
TMB Capital Partners, LLC
INCREASED
Shares3,275 from 3,216
Change+59 (+2%)
Value$1.6M (+$21.5K)
Filed 2026-10-20
Northland Securities, Inc.
INCREASED
Shares3,274 from 3,006
Change+268 (+9%)
Value$1.6M (+$126.1K)
Filed 2026-11-02
Cravens & Co Advisors, LLC
INCREASED
Shares3,264 from 3,034
Change+230 (+8%)
Value$1.6M (+$107.1K)
Filed 2026-10-16
Cedar Point Capital Partners, LLC
INCREASED
Shares3,260 from 3,208
Change+52 (+2%)
Value$1.6M (+$18.1K)
Filed 2026-10-29
Equity Wealth Partners, LLC
DECREASED
Shares3,243 from 3,384
Change-141 (-4%)
Value$1.6M (-$78.5K)
Filed 2026-10-26
Penbrook Management LLC
DECREASED
Shares3,240 from 3,290
Change-50 (-2%)
Value$1.6M (-$32.9K)
Filed 2026-10-16
Aries Wealth Management
INCREASED
Shares3,238 from 3,182
Change+56 (+2%)
Value$1.6M (+$20.1K)
Filed 2026-10-23
Legacy Wealth Partners, LLC
INCREASED
Shares3,233 from 2,874
Change+359 (+12%)
Value$1.6M (+$171.7K)
Filed 2026-10-15
KFG Wealth Management, LLC
INCREASED
Shares3,230 from 3,208
Change+22 (+1%)
Value$1.6M (+$3.1K)
Filed 2026-10-16
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares3,229 from 3,466
Change-237 (-7%)
Value$1.6M (-$126.5K)
Filed 2026-10-14
Helium Advisors LLC
DECREASED
Shares3,226 from 3,695
Change-469 (-13%)
Value$1.6M (-$242.6K)
Filed 2026-10-23
Corundum Group, Inc.
INCREASED
Shares3,225 from 2,589
Change+636 (+25%)
Value$1.6M (+$310.4K)
Filed 2026-10-28
SL Advisors, LLC
DECREASED
Shares3,222 from 3,298
Change-76 (-2%)
Value$1.6M (-$45.9K)
Filed 2026-10-13
Arista Wealth Management, LLC
INCREASED
Shares3,221 from 2,843
Change+378 (+13%)
Value$1.6M (+$181.3K)
Filed 2026-10-29
Byrne Asset Management LLC
INCREASED
Shares3,221 from 3,205
Change+16 (+1%)
Value$1.6M (+$8.4K)
Filed 2026-10-06
Virtue Asset Management LLC
INCREASED
Shares3,219 from 3,207
Change+12 (+0%)
Value$1.6M (-$1.8K)
Filed 2026-10-21
Beacon Financial Advisory LLC
INCREASED
Shares3,218 from 3,006
Change+212 (+7%)
Value$1.6M (+$98.2K)
Filed 2026-10-16
Arsenal Capital Advisors LLC
INCREASED
Shares3,213 from 3,137
Change+76 (+2%)
Value$1.6M (+$30.2K)
Filed 2026-11-02
InTrack Investment Management Inc
INCREASED
Shares3,210 from 2,852
Change+358 (+13%)
Value$1.6M (+$171.2K)
Filed 2026-10-15
Factor Wealth Management LTD
DECREASED
Shares3,205 from 3,389
Change-184 (-5%)
Value$1.6M (-$99.9K)
Filed 2026-10-08
Ullmann Wealth Partners Group, LLC
INCREASED
Shares3,200 from 3,098
Change+102 (+3%)
Value$1.6M (+$42.9K)
Filed 2026-11-02
RW Investment Management LLC
INCREASED
Shares3,194 from 3,114
Change+80 (+3%)
Value$1.6M (+$32.2K)
Filed 2026-11-03
Smith Thornton Advisors LLC
INCREASED
Shares3,191 from 3,168
Change+23 (+1%)
Value$1.6M (+$14.9K)
Filed 2026-10-16
Retirement Investment Advisors, Inc.
UNCHANGED
Shares3,183 from 3,183
Change0 (0%)
Value$1.6M (+$3.5K)
Filed 2026-10-22
Cooper Capital Advisors LLC
DECREASED
Shares3,173 from 3,230
Change-57 (-2%)
Value$1.6M (-$36.3K)
Filed 2026-10-29
Corrado Advisors, LLC
DECREASED
Shares3,167 from 4,164
Change-997 (-24%)
Value$1.6M (-$506.6K)
Filed 2026-10-27
Sjbenen Advisory, LLC
INCREASED
Shares3,159 from 3,137
Change+22 (+1%)
Value$1.6M (+$10.5K)
Filed 2026-10-19
Alchemi Wealth, LLC
DECREASED
Shares3,149 from 3,150
Change-1 (0%)
Value$1.6M (-$8.2K)
Filed 2026-11-04
Bria Capital Group, LLC
DECREASED
Shares3,148 from 3,393
Change-245 (-7%)
Value$1.6M (-$130.3K)
Filed 2026-10-22
Investmark Advisory Group LLC
INCREASED
Shares3,146 from 2,546
Change+600 (+24%)
Value$1.6M (+$292.6K)
Filed 2026-10-27
Warm Springs Advisors Inc.
INCREASED
Shares3,142 from 3,119
Change+23 (+1%)
Value$1.6M (+$3.8K)
Filed 2026-10-28
AXS Investments LLC
INCREASED
Shares3,140 from 2,880
Change+260 (+9%)
Value$1.6M (+$122.4K)
Filed 2026-11-04
ShoreHaven Wealth Partners, LLC
UNCHANGED
Shares3,140 from 3,140
Change0 (0%)
Value$1.6M (-$7.6K)
Filed 2026-10-16
JGP Wealth Management, LLC
INCREASED
Shares3,129 from 2,912
Change+217 (+7%)
Value$1.6M (+$101.0K)
Filed 2026-10-13
Greenfield Savings Bank
UNCHANGED
Shares3,129 from 3,129
Change0 (0%)
Value$1.6M (-$7.6K)
Filed 2026-10-07
Vima LLC
UNCHANGED
Shares3,126 from 3,126
Change0 (0%)
Value$1.6M (-$7.6K)
Filed 2026-10-23
Tandem Investment Partners LLC
INCREASED
Shares3,120 from 3,110
Change+10 (+0%)
Value$1.6M (-$2.6K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
DECREASED
Shares3,115 from 3,387
Change-272 (-8%)
Value$1.6M (-$143.7K)
Filed 2026-10-21
Ballew Advisors, Inc
DECREASED
Shares3,114 from 3,124
Change-10 (0%)
Value$1.6M (-$21.1K)
Filed 2026-10-05
Ironsides Asset Advisors, LLC
DECREASED
Shares3,112 from 3,220
Change-108 (-3%)
Value$1.5M (-$61.6K)
Filed 2026-10-20
Wagner Wealth Management, LLC
DECREASED
Shares3,108 from 3,120
Change-12 (0%)
Value$1.5M (-$13.6K)
Filed 2026-10-21
Blue Capital, Inc.
DECREASED
Shares3,104 from 3,138
Change-34 (-1%)
Value$1.5M (-$24.6K)
Filed 2026-10-13
Atwater Malick LLC
DECREASED
Shares3,102 from 3,167
Change-65 (-2%)
Value$1.5M (-$40.1K)
Filed 2026-10-15
Asset Planning,Inc
DECREASED
Shares3,101 from 3,126
Change-25 (-1%)
Value$1.5M (-$20.1K)
Filed 2026-10-26
Family Capital Management, Inc.
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$1.5M (-$7.6K)
Filed 2026-11-03
Oliver Luxxe Assets LLC
DECREASED
Shares3,094 from 3,225
Change-131 (-4%)
Value$1.5M (-$73.1K)
Filed 2026-10-14
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares3,090 from 3,202
Change-112 (-3%)
Value$1.5M (-$63.6K)
Filed 2026-10-16
Cyr Financial Inc.
INCREASED
Shares3,089 from 2,872
Change+217 (+8%)
Value$1.5M (+$101.0K)
Filed 2026-10-16
Putney Financial Group LLC
UNCHANGED
Shares3,088 from 3,088
Change0 (0%)
Value$1.5M (-$7.5K)
Filed 2026-10-30
Ejmk Ventures LLC
INCREASED
Shares3,076 from 2,263
Change+813 (+36%)
Value$1.5M (+$399.3K)
Filed 2026-10-21
Strong Retirement Solutions LLC
INCREASED
Shares3,075 from 3,051
Change+24 (+1%)
Value$1.5M (+$4.5K)
Filed 2026-10-07
Amarillo National Bank
UNCHANGED
Shares3,059 from 3,059
Change0 (0%)
Value$1.5M (-$7.5K)
Filed 2026-10-23
Great Diamond Partners, LLC
DECREASED
Shares3,053 from 3,058
Change-5 (0%)
Value$1.5M (-$10.0K)
Filed 2026-10-13
Decision Investments, Inc
INCREASED
Shares3,049 from 2,819
Change+230 (+8%)
Value$1.5M (+$107.7K)
Filed 2026-10-07
Capital Investment Counsel, Inc
INCREASED
Shares3,045 from 3,039
Change+6 (+0%)
Value$1.5M (-$4.4K)
Filed 2026-10-20
Heck Capital Advisors, LLC
DECREASED
Shares3,033 from 3,139
Change-106 (-3%)
Value$1.5M (-$60.4K)
Filed 2026-10-14
apricus wealth, LLC
INCREASED
Shares3,031 from 2,331
Change+700 (+30%)
Value$1.5M (+$342.9K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
DECREASED
Shares3,027 from 3,087
Change-60 (-2%)
Value$1.5M (-$37.4K)
Filed 2026-10-22
Noesis Capital Mangement Corp
INCREASED
Shares3,024 from 2,600
Change+424 (+16%)
Value$1.5M (+$204.8K)
Filed 2026-10-26
Veratis Advisors, Inc.
DECREASED
Shares3,023 from 3,033
Change-10 (0%)
Value$1.5M (-$12.4K)
Filed 2026-11-03
MN Wealth Advisors, LLC
INCREASED
Shares3,021 from 2,897
Change+124 (+4%)
Value$1.5M (+$54.7K)
Filed 2026-10-23
Northern Lights Advisors, Inc.
DECREASED
Shares3,018 from 3,245
Change-227 (-7%)
Value$1.5M (-$121.0K)
Filed 2026-10-21
Financial Perspectives, Inc
UNCHANGED
Shares3,015 from 3,015
Change0 (0%)
Value$1.5M (-$7.4K)
Filed 2026-11-03
Milestone Asset Management, LLC
DECREASED
Shares3,007 from 3,008
Change-1 (0%)
Value$1.5M (-$7.8K)
Filed 2026-10-15
Advisory Solutions Group, LLC
INCREASED
Shares3,006 from 1,250
Change+1,756 (+140%)
Value$1.5M (+$871.5K)
Filed 2026-10-14
Arkansas Financial Group, Inc.
UNCHANGED
Shares3,001 from 3,001
Change0 (0%)
Value$1.5M (-$7.3K)
Filed 2026-10-26
Hennessy Advisors Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$24.7M (+$23.1M)
Filed 2026-10-28
Generali Investments, Management Co LLC
UNCHANGED
Shares2,999 from 2,999
Change0 (0%)
Value$1.5M (-$7.3K)
Filed 2026-10-19
Spartan Planning & Wealth Management
INCREASED
Shares2,992 from 1,354
Change+1,638 (+121%)
Value$1.5M (+$812.3K)
Filed 2026-10-13
BCS Wealth Management
INCREASED
Shares2,991 from 2,939
Change+52 (+2%)
Value$1.5M (+$18.7K)
Filed 2026-11-03
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares2,985 from 2,819
Change+166 (+6%)
Value$1.5M (+$75.8K)
Filed 2026-10-13
Bryant Woods Investment Advisors, LLC
INCREASED
Shares2,982 from 2,977
Change+5 (+0%)
Value$1.5M (-$4.8K)
Filed 2026-10-26
Trifecta Capital Advisors, LLC
DECREASED
Shares2,976 from 3,088
Change-112 (-4%)
Value$1.5M (-$63.3K)
Filed 2026-10-21
Keudell ison Wealth Management
INCREASED
Shares2,973 from 2,730
Change+243 (+9%)
Value$1.5M (+$114.3K)
Filed 2026-10-16
MTM Investment Management, LLC
INCREASED
Shares2,972 from 2,745
Change+227 (+8%)
Value$1.5M (+$106.3K)
Filed 2026-10-30
Verity Asset Management, Inc.
INCREASED
Shares2,972 from 2,922
Change+50 (+2%)
Value$1.5M (+$17.8K)
Filed 2026-10-30
River Street Advisors LLC
DECREASED
Shares2,968 from 2,993
Change-25 (-1%)
Value$1.5M (-$19.8K)
Filed 2026-10-22
Affinity Capital Advisors, LLC
DECREASED
Shares2,966 from 2,979
Change-13 (0%)
Value$1.5M (+$20.2K)
Filed 2026-10-13
Plus Group Wealth Advisors LLC
NEW
Shares2,963
Change+2,963
Value$1.5M
Filed 2026-10-19
Elevate Capital Advisors, LLC
DECREASED
Shares2,957 from 4,824
Change-1,867 (-39%)
Value$1.5M (-$941.5K)
Filed 2026-11-02
Missouri Trust & Investment Co
DECREASED
Shares2,956 from 2,986
Change-30 (-1%)
Value$1.5M (-$55.5K)
Filed 2026-11-04
Monument Capital Management
DECREASED
Shares2,952 from 2,960
Change-8 (0%)
Value$1.5M (-$11.2K)
Filed 2026-10-09
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares2,945 from 2,945
Change0 (0%)
Value$1.5M (-$5.3K)
Filed 2026-10-09
Fortitude Family Office, LLC
INCREASED
Shares2,944 from 2,591
Change+353 (+14%)
Value$1.5M (+$169.5K)
Filed 2026-10-14
James Hambro & Partners LLP
DECREASED
Shares2,944 from 3,004
Change-60 (-2%)
Value$1.5M (-$36.3K)
Filed 2026-10-19
Elevated Financial Group LLC
DECREASED
Shares2,942 from 3,244
Change-302 (-9%)
Value$1.5M (-$158.3K)
Filed 2026-10-16
OceanIQ Capital, LLC
INCREASED
Shares2,941 from 2,930
Change+11 (+0%)
Value$1.5M (+$18.1K)
Filed 2026-10-19
Centurion Wealth Management LLC
DECREASED
Shares2,936 from 3,130
Change-194 (-6%)
Value$1.5M (-$104.2K)
Filed 2026-10-13
Oak Harvest Investment Services
INCREASED
Shares2,932 from 2,777
Change+155 (+6%)
Value$1.5M (+$70.4K)
Filed 2026-10-20
Nautilus Advisors LLC
DECREASED
Shares2,930 from 3,029
Change-99 (-3%)
Value$1.5M (-$36.5K)
Filed 2026-10-07
Sageworth Trust Co of South Dakota
UNCHANGED
Shares2,923 from 2,923
Change0 (0%)
Value$1.5M (-$7.1K)
Filed 2026-10-30
Amplius Wealth Advisors, LLC
INCREASED
Shares2,922 from 2,566
Change+356 (+14%)
Value$1.5M (+$171.0K)
Filed 2026-10-20
Fairman Group, LLC
UNCHANGED
Shares2,911 from 2,911
Change0 (0%)
Value$1.4M (-$7.1K)
Filed 2026-10-26
Strid Group, LLC
UNCHANGED
Shares2,906 from 2,906
Change0 (0%)
Value$1.4M (-$7.1K)
Filed 2026-10-28
TT Capital Management LLC
INCREASED
Shares2,898 from 2,316
Change+582 (+25%)
Value$1.4M (+$284.2K)
Filed 2026-10-15
LifeSteps Financial, Inc.
DECREASED
Shares2,896 from 3,106
Change-210 (-7%)
Value$1.4M (-$112.2K)
Filed 2026-10-15
Phillips Financial Management, LLC
DECREASED
Shares2,894 from 2,928
Change-34 (-1%)
Value$1.4M (-$24.1K)
Filed 2026-10-19
Redw Wealth LLC
INCREASED
Shares2,894 from 2,873
Change+21 (+1%)
Value$1.4M (+$3.4K)
Filed 2026-11-02
Northbridge Financial Group, LLC
INCREASED
Shares2,893 from 2,756
Change+137 (+5%)
Value$1.5M (+$83.2K)
Filed 2026-11-05
Guardian Investment Management
UNCHANGED
Shares2,888 from 2,888
Change0 (0%)
Value$1.4M (-$7.0K)
Filed 2026-10-23
Country Trust Bank
DECREASED
Shares2,885 from 2,949
Change-64 (-2%)
Value$1.4M (-$39.1K)
Filed 2026-10-30
Stockman Wealth Management, Inc.
DECREASED
Shares2,885 from 2,946
Change-61 (-2%)
Value$1.4M (-$37.6K)
Filed 2026-10-27
EdgeRock Capital LLC
INCREASED
Shares2,883 from 2,507
Change+376 (+15%)
Value$1.4M (+$181.1K)
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares2,880 from 5,355
Change-2,475 (-46%)
Value$1.4K (-$2.7M)
Filed 2026-11-02
Durante & Waters, LLC
DECREASED
Shares2,880 from 3,080
Change-200 (-6%)
Value$1.4M (-$107.1K)
Filed 2026-10-28
Partnership Wealth Management, LLC
DECREASED
Shares2,875 from 3,006
Change-131 (-4%)
Value$1.4M (-$72.6K)
Filed 2026-10-05
Plan A Wealth LLC
DECREASED
Shares2,874 from 3,185
Change-311 (-10%)
Value$1.4M (-$162.5K)
Filed 2026-10-08
BNB Wealth Management, LLC
DECREASED
Shares2,874 from 2,907
Change-33 (-1%)
Value$1.4M (-$23.5K)
Filed 2026-10-28
Tempus Wealth Planning, LLC
INCREASED
Shares2,868 from 2,109
Change+759 (+36%)
Value$1.4M (+$372.8K)
Filed 2026-10-14
Davis Capital Management
DECREASED
Shares2,865 from 2,887
Change-22 (-1%)
Value$1.4M (-$18.0K)
Filed 2026-10-08
Richard P Slaughter Associates Inc
INCREASED
Shares2,862 from 2,767
Change+95 (+3%)
Value$1.4M (+$40.7K)
Filed 2026-10-13
PW Nova Financial Services LLC
INCREASED
Shares2,860 from 2,235
Change+625 (+28%)
Value$1.4M (+$305.8K)
Filed 2026-10-15
Clear Creek Financial Management, LLC
DECREASED
Shares2,855 from 3,476
Change-621 (-18%)
Value$1.4M (-$317.7K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
DECREASED
Shares2,845 from 3,062
Change-217 (-7%)
Value$1.4M (-$115.5K)
Filed 2026-10-09
Heritage Wealth Management, Inc.
DECREASED
Shares2,844 from 2,964
Change-120 (-4%)
Value$1.4M (-$67.0K)
Filed 2026-10-28
LJI Wealth Management, LLC
INCREASED
Shares2,843 from 2,788
Change+55 (+2%)
Value$1.4M (+$20.6K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares2,841 from 2,637
Change+204 (+8%)
Value$1.4M (+$95.1K)
Filed 2026-11-05
Riggs Asset Managment Co. Inc.
INCREASED
Shares2,841 from 2,800
Change+41 (+1%)
Value$1.4M (+$13.6K)
Filed 2026-11-05
Uptick Partners, LLC
DECREASED
Shares2,841 from 2,844
Change-3 (0%)
Value$1.4M (-$8.8K)
Filed 2026-11-04
Hubbell Strickland Wealth Management, LLC
UNCHANGED
Shares2,829 from 2,829
Change0 (0%)
Value$1.4M (-$6.9K)
Filed 2026-10-29
Capital Planning LLC
INCREASED
Shares2,822 from 2,458
Change+364 (+15%)
Value$1.4M (+$175.3K)
Filed 2026-10-09
Collaborative Fund Advisors, LLC
INCREASED
Shares2,821 from 2,477
Change+344 (+14%)
Value$1.4M (+$165.3K)
Filed 2026-11-02
Wedge Capital Management L L P
DECREASED
Shares2,816 from 2,875
Change-59 (-2%)
Value$1.4M (-$36.4K)
Filed 2026-10-13
Kingsman Wealth Management, Inc.
DECREASED
Shares2,801 from 3,224
Change-423 (-13%)
Value$1.4M (-$218.5K)
Filed 2026-10-13
Paradigm Asset Management Co LLC
DECREASED
Shares2,800 from 3,464
Change-664 (-19%)
Value$1.4M (-$339.1K)
Filed 2026-11-05
Good Harbor Advisors, Inc.
DECREASED
Shares2,800 from 2,809
Change-9 (0%)
Value$1.4M (-$11.3K)
Filed 2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED
Shares2,796 from 2,796
Change0 (0%)
Value$1.4M (-$6.8K)
Filed 2026-10-28
Carmel Capital Partners, LLC
DECREASED
Shares2,792 from 3,101
Change-309 (-10%)
Value$1.4M (-$161.4K)
Filed 2026-11-03
Members Wealth LLC
INCREASED
Shares2,790 from 2,740
Change+50 (+2%)
Value$1.4M (+$41.4K)
Filed 2026-10-20
Essential Planning, Llc.
UNCHANGED
Shares2,787 from 2,787
Change0 (0%)
Value$1.4M (-$6.8K)
Filed 2026-10-21
Torray Investment Partners LLC
DECREASED
Shares2,784 from 2,884
Change-100 (-3%)
Value$1.4M (-$56.8K)
Filed 2026-10-30
Spectrum Strategic Capital Management, LLC
INCREASED
Shares2,779 from 2,611
Change+168 (+6%)
Value$1.4M (+$77.3K)
Filed 2026-10-22
Fairscale Capital, LLC
INCREASED
Shares2,773 from 2,763
Change+10 (+0%)
Value$1.5M (+$121.7K)
Filed 2026-11-04
Founders Grove Wealth Partners, LLC
INCREASED
Shares2,770 from 2,755
Change+15 (+1%)
Value$1.4M (+$748)
Filed 2026-10-16
Sharkey, Howes & Javer
DECREASED
Shares2,768 from 2,778
Change-10 (0%)
Value$1.4M (-$11.8K)
Filed 2026-10-22
Family CFO Inc
UNCHANGED
Shares2,768 from 2,768
Change0 (0%)
Value$1.4M (-$6.8K)
Filed 2026-10-30
Cornerstone National Bank & Trust Co
DECREASED
Shares2,755 from 2,813
Change-58 (-2%)
Value$1.4M (-$26.9K)
Filed 2026-10-20
Riverwater Partners LLC
INCREASED
Shares2,754 from 2,750
Change+4 (+0%)
Value$1.4M (-$4.7K)
Filed 2026-11-03
Sageworth Trust Co
INCREASED
Shares2,749 from 2,695
Change+54 (+2%)
Value$1.4M (+$20.3K)
Filed 2026-10-30
Entrewealth, LLC
DECREASED
Shares2,744 from 2,781
Change-37 (-1%)
Value$1.4M (-$92.6K)
Filed 2026-10-14
Mascoma Wealth Management LLC
DECREASED
Shares2,742 from 2,772
Change-30 (-1%)
Value$1.4M (-$21.7K)
Filed 2026-10-23
Prosperity Financial Group, Inc.
INCREASED
Shares2,738 from 2,654
Change+84 (+3%)
Value$1.4M (+$35.4K)
Filed 2026-10-29
Sage Rhino Capital LLC
INCREASED
Shares2,737 from 2,244
Change+493 (+22%)
Value$1.4M (+$240.0K)
Filed 2026-10-28
Investment Research Partners LLC
INCREASED
Shares2,736 from 2,622
Change+114 (+4%)
Value$1.4M (+$50.4K)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares2,736 from 2,736
Change0 (0%)
Value$1.4M (-$6.7K)
Filed 2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED
Shares2,732 from 3,015
Change-283 (-9%)
Value$1.4M (-$148.3K)
Filed 2026-10-21
PCG Asset Management, LLC
INCREASED
Shares2,724 from 2,265
Change+459 (+20%)
Value$1.4M (+$223.0K)
Filed 2026-11-05
San Luis Wealth Advisors LLC
DECREASED
Shares2,720 from 15,791
Change-13,071 (-83%)
Value$1.4M (-$6.5M)
Filed 2026-10-27
Mechanics Financial Corp
INCREASED
Shares2,720 from 2,667
Change+53 (+2%)
Value$1.4M (+$19.9K)
Filed 2026-11-05
Catalyst Private Wealth, LLC
INCREASED
Shares2,719 from 2,594
Change+125 (+5%)
Value$1.4M (+$55.9K)
Filed 2026-10-13
Diversified Portfolios, Inc.
INCREASED
Shares2,716 from 2,551
Change+165 (+6%)
Value$1.4M (+$75.9K)
Filed 2026-11-04
Quantum Financial Advisors, LLC
INCREASED
Shares2,715 from 2,673
Change+42 (+2%)
Value$1.4M (+$14.4K)
Filed 2026-11-03
Gallacher Capital Management LLC
DECREASED
Shares2,714 from 10,553
Change-7,839 (-74%)
Value$1.4M (-$3.9M)
Filed 2026-10-30
Able Financial Group, LLC
INCREASED
Shares2,714 from 2,223
Change+491 (+22%)
Value$1.4M (+$239.1K)
Filed 2026-10-14
Investment Partners Asset Management, Inc.
INCREASED
Shares2,709 from 2,692
Change+17 (+1%)
Value$1.3M (+$1.9K)
Filed 2026-10-09
J. Team Financial, Inc.
INCREASED
Shares2,698 from 2,447
Change+251 (+10%)
Value$1.3M (+$119.0K)
Filed 2026-11-03
Davidson Trust Co
DECREASED
Shares2,692 from 4,676
Change-1,984 (-42%)
Value$1.3M (-$999.3K)
Filed 2026-10-09
Landaas & Co
INCREASED
Shares2,688 from 2,304
Change+384 (+17%)
Value$1.3M (+$185.6K)
Filed 2026-10-29
Polaris Financial Partners
NEW
Shares2,685
Change+2,685
Value$1.3K
Filed 2026-10-02
Sutton Place Investors LLC
INCREASED
Shares2,682 from 2,657
Change+25 (+1%)
Value$1.3M (+$6.0K)
Filed 2026-10-20
Oakmont Investment Advisors, Inc.
UNCHANGED
Shares2,675 from 2,675
Change0 (0%)
Value$1.3M (-$6.5K)
Filed 2026-10-21
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares2,672 from 2,672
Change0 (0%)
Value$1.3M (-$6.5K)
Filed 2026-10-30
Warwick Investment Management, Inc.
DECREASED
Shares2,669 from 2,820
Change-151 (-5%)
Value$1.3M (-$82.1K)
Filed 2026-10-19
Centennial Wealth Advisory LLC
INCREASED
Shares2,669 from 2,661
Change+8 (+0%)
Value$1.3M (-$1.5K)
Filed 2026-10-16
Provident Living Financial Services, Inc.
DECREASED
Shares2,666 from 2,766
Change-100 (-4%)
Value$1.4M (+$62.2K)
Filed 2026-11-03
Financial Harvest, LLC
INCREASED
Shares2,660 from 2,587
Change+73 (+3%)
Value$1.3M (+$30.1K)
Filed 2026-10-15
Snider Financial Group
DECREASED
Shares2,659 from 2,671
Change-12 (0%)
Value$1.3M (-$12.5K)
Filed 2026-10-16
TFB Advisors LLC
DECREASED
Shares2,658 from 3,023
Change-365 (-12%)
Value$1.3M (-$189.1K)
Filed 2026-11-02
Horizon Wealth Management, LLC
INCREASED
Shares2,658 from 2,558
Change+100 (+4%)
Value$1.3M (+$43.6K)
Filed 2026-11-02
Triune Financial Partners, LLC
INCREASED
Shares2,655 from 2,633
Change+22 (+1%)
Value$1.3M (+$4.5K)
Filed 2026-11-03
Waycross Investment Management Co
UNCHANGED
Shares2,652 from 2,652
Change0 (0%)
Value$1.3M (-$6.5K)
Filed 2026-10-14
DSG Capital Advisors, LLC
DECREASED
Shares2,650 from 3,398
Change-748 (-22%)
Value$1.3M (-$349.2K)
Filed 2026-11-05
Sunpointe, LLC
DECREASED
Shares2,637 from 2,824
Change-187 (-7%)
Value$1.3M (-$100.0K)
Filed 2026-10-22
HT Partners LLC
DECREASED
Shares2,637 from 2,731
Change-94 (-3%)
Value$1.3M (-$53.5K)
Filed 2026-10-20
LeConte Wealth Management, LLC
INCREASED
Shares2,635 from 2,486
Change+149 (+6%)
Value$1.3M (+$68.1K)
Filed 2026-10-20
Baron Wealth Management LLC
INCREASED
Shares2,625 from 2,384
Change+241 (+10%)
Value$1.3M (+$114.2K)
Filed 2026-10-27
Markowski Investments
DECREASED
Shares2,625 from 2,773
Change-148 (-5%)
Value$1.3M (-$80.5K)
Filed 2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$1.4M (+$132.4K)
Filed 2026-10-21
Svrn Asset Management, LLC
UNCHANGED
Shares2,623 from 2,623
Change0 (0%)
Value$1.3M (-$6.4K)
Filed 2026-11-02
Fell Capital Management
DECREASED
Shares2,622 from 2,672
Change-50 (-2%)
Value$1.3M (-$31.4K)
Filed 2026-10-09
Constitution Capital LLC
INCREASED
Shares2,611 from 891
Change+1,720 (+193%)
Value$1.3M (+$854.3K)
Filed 2026-10-23
Williams & Novak Wealth Management, LLC
DECREASED
Shares2,607 from 2,761
Change-154 (-6%)
Value$1.3M (-$83.4K)
Filed 2026-10-09
Ackerman Capital Advisors, LLC
UNCHANGED
Shares2,597 from 2,597
Change0 (0%)
Value$1.3M (-$6.3K)
Filed 2026-10-30
Wespac Advisors SoCal, LLC
UNCHANGED
Shares2,595 from 2,595
Change0 (0%)
Value$1.3M (-$6.3K)
Filed 2026-10-13
Chesley Taft & Associates LLC
DECREASED
Shares2,585 from 3,335
Change-750 (-22%)
Value$1.3M (-$381.6K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
INCREASED
Shares2,585 from 2,568
Change+17 (+1%)
Value$1.3M (+$2.2K)
Filed 2026-10-20
Global Trust Wealth Management LLC
DECREASED
Shares2,581 from 2,671
Change-90 (-3%)
Value$1.3M (-$51.3K)
Filed 2026-10-14
Cohen Capital Management, Inc.
UNCHANGED
Shares2,579 from 2,579
Change0 (0%)
Value$1.3M (-$6.3K)
Filed 2026-10-14
Charter Capital Management, Llc\de
DECREASED
Shares2,570 from 2,681
Change-111 (-4%)
Value$1.3M (-$62.0K)
Filed 2026-10-28
TPG Advisors LLC
UNCHANGED
Shares2,568 from 2,568
Change0 (0%)
Value$1.3M (-$6.3K)
Filed 2026-10-16
KW Wealth Management LLC
NEW
Shares2,562
Change+2,562
Value$1.3M
Filed 2026-10-28
Form Wealth Advisors, LLC
UNCHANGED
Shares2,562 from 2,562
Change0 (0%)
Value$1.3M (-$6.3K)
Filed 2026-10-13
AGH Wealth Advisors, LLC
INCREASED
Shares2,560 from 2,532
Change+28 (+1%)
Value$1.3M (+$7.8K)
Filed 2026-10-26
Alamar Capital Management, LLC
UNCHANGED
Shares2,555 from 2,555
Change0 (0%)
Value$1.3M (-$6.2K)
Filed 2026-11-02
Orrstown Financial Services Inc
INCREASED
Shares2,554 from 2,535
Change+19 (+1%)
Value$1.3M (+$3.3K)
Filed 2026-10-14
Stablepoint Partners, LLC
INCREASED
Shares2,552 from 2,354
Change+198 (+8%)
Value$1.3M (+$92.9K)
Filed 2026-11-03
Elevated Private Wealth, LLC
DECREASED
Shares2,550 from 2,620
Change-70 (-3%)
Value$1.3M (-$41.2K)
Filed 2026-10-15
Athena Wealth Management, LLC
INCREASED
Shares2,547 from 2,514
Change+33 (+1%)
Value$1.3M (+$10.3K)
Filed 2026-10-09
Almanack Investment Partners, Llc.
INCREASED
Shares2,545 from 2,370
Change+175 (+7%)
Value$1.3M (+$81.4K)
Filed 2026-11-03
Prospect Financial Group LLC
DECREASED
Shares2,527 from 2,711
Change-184 (-7%)
Value$1.3M (-$98.2K)
Filed 2026-11-05
Midland Wealth Advisors, LLC
DECREASED
Shares2,527 from 2,654
Change-127 (-5%)
Value$1.3M (-$69.7K)
Filed 2026-10-26
Carolina Wealth Management Inc
INCREASED
Shares2,524 from 2,374
Change+150 (+6%)
Value$1.3M (+$68.9K)
Filed 2026-10-29
Hoertkorn Richard Charles
DECREASED
Shares2,520 from 2,620
Change-100 (-4%)
Value$1.3M (-$54.6K)
Filed 2026-11-04
Syntegra Private Wealth Group, LLC
INCREASED
Shares2,515 from 2,501
Change+14 (+1%)
Value$1.3M (+$869)
Filed 2026-10-13
Maseco LLP
DECREASED
Shares2,512 from 2,625
Change-113 (-4%)
Value$1.3M (-$62.0K)
Filed 2026-10-27
Montz Harcus Wealth Management LLC
DECREASED
Shares2,509 from 3,480
Change-971 (-28%)
Value$1.2M (-$492.0K)
Filed 2026-10-09
Community Financial Services Group, LLC
INCREASED
Shares2,508 from 2,466
Change+42 (+2%)
Value$1.3M (+$22.9K)
Filed 2026-10-15
Lake Street Private Wealth, LLC
INCREASED
Shares2,490 from 2,301
Change+189 (+8%)
Value$1.2M (+$88.5K)
Filed 2026-10-22
Coerente Capital Management
DECREASED
Shares2,487 from 2,657
Change-170 (-6%)
Value$1.2M (-$91.1K)
Filed 2026-10-29
BankChampaign, National Association
DECREASED
Shares2,486 from 8,181
Change-5,695 (-70%)
Value$1.2M (-$2.9M)
Filed 2026-10-19
Clark Wealth Partners
DECREASED
Shares2,469 from 2,524
Change-55 (-2%)
Value$1.2M (-$33.5K)
Filed 2026-10-19
First Financial Group Corp
DECREASED
Shares2,468 from 2,567
Change-99 (-4%)
Value$1.2M (-$55.6K)
Filed 2026-10-22
Tannin Capital LLC
DECREASED
Shares2,461 from 2,661
Change-200 (-8%)
Value$1.2M (-$106.1K)
Filed 2026-11-05
Sendero Wealth Management, LLC
DECREASED
Shares2,460 from 2,627
Change-167 (-6%)
Value$1.2M (-$89.6K)
Filed 2026-10-14
Visionary Horizons, LLC
INCREASED
Shares2,459 from 2,458
Change+1 (+0%)
Value$1.2M (-$5.5K)
Filed 2026-10-22
Beacon Capital Management, LLC
DECREASED
Shares2,458 from 2,551
Change-93 (-4%)
Value$1.2M (-$52.5K)
Filed 2026-10-23
Ddfg, Inc
INCREASED
Shares2,446 from 2,371
Change+75 (+3%)
Value$1.2M (+$31.6K)
Filed 2026-10-15
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$1.2M (-$6.0K)
Filed 2026-10-21
Red Spruce Capital, LLC
DECREASED
Shares2,438 from 2,490
Change-52 (-2%)
Value$1.2M (-$32.0K)
Filed 2026-10-07
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares2,429 from 2,108
Change+321 (+15%)
Value$1.2M (+$154.5K)
Filed 2026-11-02
Watershed Private Wealth LLC
INCREASED
Shares2,425 from 2,106
Change+319 (+15%)
Value$1.2M (+$153.7K)
Filed 2026-10-30
Essex LLC
INCREASED
Shares2,425 from 2,387
Change+38 (+2%)
Value$1.2M (+$13.1K)
Filed 2026-10-14
Wilkerson Advisory Group LLC
DECREASED
Shares2,424 from 2,433
Change-9 (0%)
Value$1.2M (-$10.4K)
Filed 2026-10-20
First Bancorp, Inc
DECREASED
Shares2,423 from 2,435
Change-12 (0%)
Value$1.2M (-$11.9K)
Filed 2026-10-26
Kestra Investment Management, LLC
DECREASED
Shares2,414 from 7,285
Change-4,871 (-67%)
Value$1.2M (-$2.4M)
Filed 2026-11-04
Ti-Trust, Inc
UNCHANGED
Shares2,404 from 2,404
Change0 (0%)
Value$1.2M (-$5.9K)
Filed 2026-10-21
Financial Solutions Advisory Group, Inc.
DECREASED
Shares2,402 from 2,797
Change-395 (-14%)
Value$1.3M (-$107.9K)
Filed 2026-10-28
Retirement Wealth Solutions LLC
INCREASED
Shares2,393 from 2,359
Change+34 (+1%)
Value$1.2M (+$11.2K)
Filed 2026-10-07
Eagle Strategies LLC
DECREASED
Shares2,390 from 2,585
Change-195 (-8%)
Value$1.2M (-$103.5K)
Filed 2026-10-16
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares2,384 from 2,384
Change0 (0%)
Value$1.2M (-$5.8K)
Filed 2026-11-05
G&S Capital LLC
DECREASED
Shares2,381 from 2,499
Change-118 (-5%)
Value$1.2M (-$64.9K)
Filed 2026-10-23
Defined Wealth Management, LLC
INCREASED
Shares2,375 from 2,361
Change+14 (+1%)
Value$1.2M (+$1.2K)
Filed 2026-10-19
Wealth Group, Ltd.
DECREASED
Shares2,371 from 8,970
Change-6,599 (-74%)
Value$1.2K (-$4.5M)
Filed 2026-10-30
Central Bank & Trust Co
INCREASED
Shares2,365 from 2,043
Change+322 (+16%)
Value$1.2M (+$155.4K)
Filed 2026-10-09
Advantage Trust Co
UNCHANGED
Shares2,363 from 2,363
Change0 (0%)
Value$1.2M (-$5.8K)
Filed 2026-10-19
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares2,357 from 2,439
Change-82 (-3%)
Value$1.2M (-$46.8K)
Filed 2026-10-20
GoalFusion Wealth Management, LLC
NEW
Shares2,355
Change+2,355
Value$1.2M
Filed 2026-10-06
Coyle Financial Counsel LLC
DECREASED
Shares2,351 from 2,404
Change-53 (-2%)
Value$1.2M (-$32.3K)
Filed 2026-10-28
Clean Yield Group
UNCHANGED
Shares2,348 from 2,348
Change0 (0%)
Value$1.2M (-$5.7K)
Filed 2026-10-28
Twelve Points Wealth Management LLC
INCREASED
Shares2,343 from 2,293
Change+50 (+2%)
Value$1.3M (+$123.7K)
Filed 2026-11-03
TrueWealth Advisors, LLC
INCREASED
Shares2,336 from 2,147
Change+189 (+9%)
Value$1.2M (+$88.9K)
Filed 2026-10-09
BKM Wealth Management, LLC
INCREASED
Shares2,324 from 2,289
Change+35 (+2%)
Value$1.2M (+$11.8K)
Filed 2026-10-22
Cascade Investment Group, Inc.
DECREASED
Shares2,323 from 2,426
Change-103 (-4%)
Value$1.2M (-$57.2K)
Filed 2026-10-13
Contravisory Investment Management, Inc.
INCREASED
Shares2,298 from 2,087
Change+211 (+10%)
Value$1.1M (+$100.0K)
Filed 2026-10-13
Cooke & Bieler LP
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$1.1M (-$5.6K)
Filed 2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED
Shares2,289 from 2,289
Change0 (0%)
Value$1.1M (-$5.6K)
Filed 2026-10-23
Olistico Wealth, LLC
DECREASED
Shares2,282 from 2,340
Change-58 (-2%)
Value$1.1M (-$34.6K)
Filed 2026-10-05
Canandaigua National Trust Co of Florida
NEW
Shares2,281
Change+2,281
Value$1.1M
Filed 2026-10-07
Commonwealth Financial Services, LLC
DECREASED
Shares2,279 from 2,503
Change-224 (-9%)
Value$1.1M (-$117.6K)
Filed 2026-10-20
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares2,279 from 2,279
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares2,277 from 2,064
Change+213 (+10%)
Value$1.1M (+$101.0K)
Filed 2026-10-27
Selective Wealth Management, Inc.
INCREASED
Shares2,271 from 1,754
Change+517 (+29%)
Value$1.2M (+$332.9K)
Filed 2026-10-16
Veracity Capital LLC
INCREASED
Shares2,269 from 2,126
Change+143 (+7%)
Value$1.1M (+$66.0K)
Filed 2026-10-08
Parkshore Wealth Management, Inc.
UNCHANGED
Shares2,268 from 2,268
Change0 (0%)
Value$1.1M (-$5.5K)
Filed 2026-10-13
Miller Financial Services LLC
DECREASED
Shares2,263 from 2,314
Change-51 (-2%)
Value$1.1M (-$31.0K)
Filed 2026-10-20
Promethium Advisors,llc
INCREASED
Shares2,260 from 2,220
Change+40 (+2%)
Value$1.1M (+$14.5K)
Filed 2026-10-19
Financial Futures Ltd Liability Co.
DECREASED
Shares2,257 from 2,265
Change-8 (0%)
Value$1.1M (-$9.5K)
Filed 2026-10-13
Roxbury Financial LLC
INCREASED
Shares2,254 from 2,147
Change+107 (+5%)
Value$1.1M (+$48.0K)
Filed 2026-10-01
Succession Financial, Inc.
DECREASED
Shares2,253 from 2,341
Change-88 (-4%)
Value$1.1M (-$49.5K)
Filed 2026-10-14
Triton Wealth Management, Pllc
INCREASED
Shares2,252 from 2,232
Change+20 (+1%)
Value$1.3M (+$154.1K)
Filed 2026-11-04
Wealthcare Capital Management LLC
INCREASED
Shares2,250 from 1,582
Change+668 (+42%)
Value$1.1M (+$328.8K)
Filed 2026-10-21
American Assets Investment Management, LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$1.1M (-$5.5K)
Filed 2026-10-30
Benchmark Financial, LLC
UNCHANGED
Shares2,247 from 2,247
Change0 (0%)
Value$1.1M (-$5.5K)
Filed 2026-10-16
Home Federal Bank of Tennessee
UNCHANGED
Shares2,246 from 2,246
Change0 (0%)
Value$1.1M (-$5.5K)
Filed 2026-10-15
Riverchase Wealth Management, LLC
INCREASED
Shares2,243 from 2,234
Change+9 (+0%)
Value$1.1M (-$969)
Filed 2026-10-28
GenWealth Group, Inc.
UNCHANGED
Shares2,242 from 2,242
Change0 (0%)
Value$1.1M (-$5.5K)
Filed 2026-10-16
First Pacific Financial
INCREASED
Shares2,234 from 1,904
Change+330 (+17%)
Value$1.1M (+$159.7K)
Filed 2026-10-14
Sawgrass Asset Management LLC
DECREASED
Shares2,227 from 2,287
Change-60 (-3%)
Value$1.1M (-$35.5K)
Filed 2026-11-03
Clarus Group, Inc.
DECREASED
Shares2,227 from 2,247
Change-20 (-1%)
Value$1.1M (-$15.4K)
Filed 2026-10-21
Define Financial, LLC
INCREASED
Shares2,226 from 1,680
Change+546 (+33%)
Value$1.1M (+$267.8K)
Filed 2026-10-14
Argyle Capital Management, LLC
UNCHANGED
Shares2,226 from 2,226
Change0 (0%)
Value$1.1M (-$5.4K)
Filed 2026-10-28
Nemes Rush Group LLC
UNCHANGED
Shares2,224 from 2,224
Change0 (0%)
Value$1.1M (-$5.4K)
Filed 2026-11-04
New Covenant Trust Company, N.A.
INCREASED
Shares2,219 from 1,958
Change+261 (+13%)
Value$1.1M (+$125.2K)
Filed 2026-10-08
Cora Capital Advisors LLC
DECREASED
Shares2,218 from 2,260
Change-42 (-2%)
Value$1.1M (-$26.4K)
Filed 2026-11-02
West Bancorporation Inc
INCREASED
Shares2,212 from 1,708
Change+504 (+30%)
Value$1.1M (+$246.8K)
Filed 2026-10-29
Kenora Financial, LLC
INCREASED
Shares2,209 from 2,196
Change+13 (+1%)
Value$1.1M (+$1.1K)
Filed 2026-10-20
Integral Investment Advisors, Inc.
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$1.1M (-$5.4K)
Filed 2026-11-03
Security Financial Services, Inc.
INCREASED
Shares2,206 from 2,197
Change+9 (+0%)
Value$1.1M (-$879)
Filed 2026-10-29
Northcape Wealth Management, LLC
UNCHANGED
Shares2,204 from 2,204
Change0 (0%)
Value$1.1M (-$5.4K)
Filed 2026-11-04
MMA Asset Management LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$1.1M (-$5.4K)
Filed 2026-11-02
Wealth Intelligence, LLC
INCREASED
Shares2,198 from 2,098
Change+100 (+5%)
Value$1.1M (+$44.7K)
Filed 2026-10-16
Sierra Ocean, LLC
DECREASED
Shares2,196 from 2,836
Change-640 (-23%)
Value$1.1M (-$325.6K)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares2,193 from 2,342
Change-149 (-6%)
Value$1.1M (-$79.9K)
Filed 2026-11-04
University of Texas S AM Investment Management Co
INCREASED
Shares2,191 from 1,368
Change+823 (+60%)
Value$1.1M (+$406.5K)
Filed 2026-11-03
Mission Financial Group, LLC
DECREASED
Shares2,181 from 2,245
Change-64 (-3%)
Value$1.1M (-$37.3K)
Filed 2026-10-21
Spectrum Advisors, Inc.
DECREASED
Shares2,167 from 2,175
Change-8 (0%)
Value$1.1M (-$9.3K)
Filed 2026-11-03
Centerpoint Advisors, LLC
DECREASED
Shares2,161 from 2,586
Change-425 (-16%)
Value$1.1K (-$1.3M)
Filed 2026-11-05
Lavelle Capital LP
DECREASED
Shares2,161 from 2,514
Change-353 (-14%)
Value$1.1M (-$181.9K)
Filed 2026-11-03
Cascade Investment Advisors, Inc.
DECREASED
Shares2,160 from 2,290
Change-130 (-6%)
Value$1.1M (-$70.3K)
Filed 2026-11-02
Mendota Financial Group, LLC
DECREASED
Shares2,159 from 2,661
Change-502 (-19%)
Value$1.1M (-$256.4K)
Filed 2026-10-07
Sterling Financial Planning, Inc.
INCREASED
Shares2,159 from 2,151
Change+8 (+0%)
Value$1.1M (-$1.3K)
Filed 2026-10-28
Verus Financial Partners, Inc.
INCREASED
Shares2,153 from 2,120
Change+33 (+2%)
Value$1.1M (+$11.3K)
Filed 2026-10-29
626 Financial, LLC
DECREASED
Shares2,151 from 2,447
Change-296 (-12%)
Value$1.1M (-$153.4K)
Filed 2026-11-04
Park Edge Advisors, LLC
DECREASED
Shares2,150 from 2,946
Change-796 (-27%)
Value$1.1M (-$403.6K)
Filed 2026-10-28
Mosley Wealth Management
INCREASED
Shares2,146 from 1,578
Change+568 (+36%)
Value$1.1M (+$338.5K)
Filed 2026-10-16
Boltwood Capital Management
INCREASED
Shares2,146 from 2,106
Change+40 (+2%)
Value$1.1M (+$14.8K)
Filed 2026-10-02
Optima Capital LLC
DECREASED
Shares2,145 from 2,147
Change-2 (0%)
Value$1.1M (-$6.2K)
Filed 2026-10-29
Isthmus Partners, LLC
INCREASED
Shares2,142 from 1,896
Change+246 (+13%)
Value$1.1M (+$117.9K)
Filed 2026-10-21
GEN Financial Management, Inc.
DECREASED
Shares2,140 from 2,336
Change-196 (-8%)
Value$1.1M (-$103.3K)
Filed 2026-10-13
Tortuga Wealth Management, Inc
DECREASED
Shares2,139 from 2,154
Change-15 (-1%)
Value$1.1M (-$12.7K)
Filed 2026-10-27
McKinley Carter Wealth Services, Inc.
INCREASED
Shares2,137 from 2,072
Change+65 (+3%)
Value$1.1M (+$27.3K)
Filed 2026-10-16
Basso Capital Management, L.P.
INCREASED
Shares2,134 from 1,892
Change+242 (+13%)
Value$1.1M (+$116.0K)
Filed 2026-10-30
First United Bank & Trust
INCREASED
Shares2,134 from 2,094
Change+40 (+2%)
Value$1.1M (+$14.8K)
Filed 2026-10-22
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares2,133 from 2,133
Change0 (0%)
Value$1.1M (-$5.2K)
Filed 2026-11-02
BOS Asset Management, LLC
DECREASED
Shares2,130 from 2,158
Change-28 (-1%)
Value$1.1M (-$19.2K)
Filed 2026-10-09
Berkshire Money Management, Inc.
NEW
Shares2,127
Change+2,127
Value$1.1M
Filed 2026-10-21
Clear Wave Wealth Management LLC
INCREASED
Shares2,124 from 2,075
Change+49 (+2%)
Value$1.1M (+$19.3K)
Filed 2026-11-04
CWS Financial Advisors, LLC
INCREASED
Shares2,123 from 2,025
Change+98 (+5%)
Value$1.1M (+$43.9K)
Filed 2026-10-16
William Allan Corp
INCREASED
Shares2,121 from 1,975
Change+146 (+7%)
Value$1.1M (+$68.1K)
Filed 2026-10-14
Sprinkle Financial Consultants LLC
DECREASED
Shares2,115 from 2,830
Change-715 (-25%)
Value$1.1M (-$362.9K)
Filed 2026-10-09
Aspen Investment Management Inc
DECREASED
Shares2,109 from 2,293
Change-184 (-8%)
Value$1.1K (-$97)
Filed 2026-11-05
Shoker Investment Counsel, Inc.
UNCHANGED
Shares2,105 from 2,105
Change0 (0%)
Value$1.0M (-$5.1K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,101 from 7,118
Change-5,017 (-70%)
Value$1.0M (-$2.5M)
Filed 2026-10-14
Probity Advisors, Inc.
INCREASED
Shares2,099 from 2,093
Change+6 (+0%)
Value$1.0M (-$2.1K)
Filed 2026-10-23
Ridgecrest Wealth Partners, LLC
INCREASED
Shares2,098 from 2,031
Change+67 (+3%)
Value$1.0M (+$28.4K)
Filed 2026-10-19
Sierra Summit Advisors LLC
INCREASED
Shares2,096 from 1,804
Change+292 (+16%)
Value$1.0M (+$141.0K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
INCREASED
Shares2,096 from 1,887
Change+209 (+11%)
Value$1.0M (+$99.5K)
Filed 2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares2,096 from 2,166
Change-70 (-3%)
Value$1.0M (-$40.1K)
Filed 2026-10-13
HRC Wealth Management, LLC
INCREASED
Shares2,094 from 1,878
Change+216 (+12%)
Value$1.0M (+$103.0K)
Filed 2026-10-16
American State Bank (Iowa)
INCREASED
Shares2,087 from 1,788
Change+299 (+17%)
Value$1.0M (+$144.5K)
Filed 2026-11-03
Wavvest Wealth LLC
NEW
Shares2,086
Change+2,086
Value$1.0M
Filed 2026-10-21
Hidden Cove Wealth Management, LLC
INCREASED
Shares2,082 from 2,024
Change+58 (+3%)
Value$1.0M (+$23.9K)
Filed 2026-10-19
Wealth Forward, LLC
DECREASED
Shares2,081 from 2,360
Change-279 (-12%)
Value$1.0M (-$144.7K)
Filed 2026-10-14
Motive Wealth Advisors
INCREASED
Shares2,071 from 2,022
Change+49 (+2%)
Value$1.0M (+$19.5K)
Filed 2026-10-26
Lynch Investment Planning, LLC
DECREASED
Shares2,069 from 2,135
Change-66 (-3%)
Value$1.0M (-$38.1K)
Filed 2026-10-27
KWB Wealth
UNCHANGED
Shares2,063 from 2,063
Change0 (0%)
Value$1.0M (-$5.0K)
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares2,062 from 2,062
Change0 (0%)
Value$1.0M (-$5.0K)
Filed 2026-10-15
Planned Solutions, Inc.
INCREASED
Shares2,059 from 1,959
Change+100 (+5%)
Value$1.0M (+$45.0K)
Filed 2026-10-19
Anderson Hoagland & Co
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$1.1M (+$95.9K)
Filed 2026-10-23
Ulland Investment Advisors, LLC
INCREASED
Shares2,057 from 1,982
Change+75 (+4%)
Value$1.0K (+$32)
Filed 2026-10-13
Stonehearth Capital Management, LLC
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$1.0M (-$5.0K)
Filed 2026-10-13
Woodward Financial Advisors, Inc.
DECREASED
Shares2,049 from 2,151
Change-102 (-5%)
Value$1.0M (-$56.0K)
Filed 2026-10-19
StrongBox Wealth, LLC
DECREASED
Shares2,045 from 2,148
Change-103 (-5%)
Value$1.0M (-$56.4K)
Filed 2026-11-02
Courage Miller Partners, LLC
INCREASED
Shares2,040 from 1,155
Change+885 (+77%)
Value$1.0M (+$437.9K)
Filed 2026-10-21
XXI Wealth, LLC
INCREASED
Shares2,039 from 1,968
Change+71 (+4%)
Value$1.0M (+$30.6K)
Filed 2026-10-22
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED
Shares2,032 from 2,032
Change0 (0%)
Value$1.0M (-$5.1K)
Filed 2026-10-15
Gainplan LLC
DECREASED
Shares2,030 from 2,139
Change-109 (-5%)
Value$1.0M (-$59.5K)
Filed 2026-10-09
Hedeker Wealth, LLC
DECREASED
Shares2,030 from 2,031
Change-1 (0%)
Value$1.0M (-$5.0K)
Filed 2026-10-23
RAM Investment Partners, LLC
INCREASED
Shares2,028 from 2,010
Change+18 (+1%)
Value$1.0M (+$4.1K)
Filed 2026-10-21
ADE, LLC
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$1.0M (-$4.9K)
Filed 2026-10-29
Harbour Capital Advisors, LLC
UNCHANGED
Shares2,024 from 2,024
Change0 (0%)
Value$1.0M (+$8.6K)
Filed 2026-10-13
IMZ Advisory Inc
INCREASED
Shares2,020 from 1,990
Change+30 (+2%)
Value$1.0M (+$10.1K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
INCREASED
Shares2,018 from 1,832
Change+186 (+10%)
Value$1.0M (+$88.3K)
Filed 2026-10-21
Hoxton Planning & Management, LLC
INCREASED
Shares2,018 from 1,989
Change+29 (+1%)
Value$1.0M (+$9.6K)
Filed 2026-10-15
Thompson Investment Management, Inc.
DECREASED
Shares2,018 from 2,038
Change-20 (-1%)
Value$1.0M (-$14.9K)
Filed 2026-10-14
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares2,017 from 2,017
Change0 (0%)
Value$1.0M (-$4.9K)
Filed 2026-10-23
AMG Asset Management Group, Inc.
INCREASED
Shares2,010 from 1,894
Change+116 (+6%)
Value$1.0M (+$53.1K)
Filed 2026-10-21
Rosenberg Matthew Hamilton
INCREASED
Shares2,010 from 1,973
Change+37 (+2%)
Value$1.0M (+$13.6K)
Filed 2026-10-05
Rossby Financial, LCC
DECREASED
Shares2,008 from 2,069
Change-61 (-3%)
Value$999.9K (-$2.1K)
Filed 2026-11-05
Kelly Financial Group LLC
UNCHANGED
Shares2,008 from 2,008
Change0 (0%)
Value$1.0M (-$4.5K)
Filed 2026-10-16
Mainsail Asset Management, LLC
DECREASED
Shares2,005 from 2,453
Change-448 (-18%)
Value$1.0M (-$190.6K)
Filed 2026-10-14
Souders Financial Advisors
INCREASED
Shares2,005 from 1,998
Change+7 (+0%)
Value$998.4K (-$1.4K)
Filed 2026-11-03
Convergence Investment Partners, LLC
DECREASED
Shares2,004 from 2,135
Change-131 (-6%)
Value$997.9K (-$70.4K)
Filed 2026-10-28
Wealth Group Ltd
DECREASED
Shares2,001 from 2,003
Change-2 (0%)
Value$1.0M (+$3.5K)
Filed 2026-10-07
CGN Advisors LLC
DECREASED
Shares2,000 from 2,176
Change-176 (-8%)
Value$996.1K (-$92.8K)
Filed 2026-10-21
Rainier Family Wealth Inc
DECREASED
Shares1,998 from 2,071
Change-73 (-4%)
Value$994.9K (-$41.4K)
Filed 2026-11-02
Sachem Hill LLC
UNCHANGED
Shares1,998 from 1,998
Change0 (0%)
Value$994.9K (-$4.9K)
Filed 2026-10-14
Asio Capital, LLC
INCREASED
Shares1,995 from 950
Change+1,045 (+110%)
Value$993.4K (+$518.0K)
Filed 2026-10-19
Woodard & Co Asset Management Group Inc
DECREASED
Shares1,989 from 2,186
Change-197 (-9%)
Value$990.7K (-$103.1K)
Filed 2026-11-03
NBZ Investment Advisors LLC
UNCHANGED
Shares1,985 from 1,985
Change0 (0%)
Value$988.4K (-$4.8K)
Filed 2026-10-30
MKT Advisors LLC
DECREASED
Shares1,982 from 2,878
Change-896 (-31%)
Value$1.0M (-$437.6K)
Filed 2026-10-20
Capital Square, LLC
DECREASED
Shares1,977 from 2,164
Change-187 (-9%)
Value$984.4K (-$83.9K)
Filed 2026-10-19
Yarbrough Capital, LLC
UNCHANGED
Shares1,977 from 1,977
Change0 (0%)
Value$984.4K (-$4.8K)
Filed 2026-10-19
Mccarter Private Wealth Services LLC
DECREASED
Shares1,976 from 2,217
Change-241 (-11%)
Value$983.9K (-$125.4K)
Filed 2026-10-22
Gerber, LLC
INCREASED
Shares1,972 from 1,971
Change+1 (+0%)
Value$982.0K (-$4.3K)
Filed 2026-10-21
Tlwm
DECREASED
Shares1,968 from 2,061
Change-93 (-5%)
Value$980.0K (-$51.3K)
Filed 2026-10-09
Stableford Capital II LLC
INCREASED
Shares1,966 from 1,953
Change+13 (+1%)
Value$979.0K (+$1.7K)
Filed 2026-10-09
Cedar Mountain Advisors, LLC
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$979.0K (-$4.8K)
Filed 2026-10-15
Capital CS Group, LLC
UNCHANGED
Shares1,963 from 1,963
Change0 (0%)
Value$977.5K (-$4.8K)
Filed 2026-10-29
Olio Financial Planning
INCREASED
Shares1,961 from 1,891
Change+70 (+4%)
Value$976.5K (+$30.2K)
Filed 2026-10-22
M.E. Allison & Co., Inc.
UNCHANGED
Shares1,957 from 1,957
Change0 (0%)
Value$974.5K (-$4.8K)
Filed 2026-10-09
Financial Consulate, Inc
DECREASED
Shares1,956 from 2,216
Change-260 (-12%)
Value$973.7K (-$134.9K)
Filed 2026-10-23
Centerpoint Advisory Group
DECREASED
Shares1,953 from 2,323
Change-370 (-16%)
Value$972.5K (-$189.9K)
Filed 2026-10-23
McClarren Financial Advisors, Inc.
UNCHANGED
Shares1,947 from 1,947
Change0 (0%)
Value$969.5K (-$4.8K)
Filed 2026-10-15
Total Investment Management Inc
UNCHANGED
Shares1,946 from 1,946
Change0 (0%)
Value$969.0K (-$26.4K)
Filed 2026-10-22
Kachkovsky & Fisher, Inc.
INCREASED
Shares1,944 from 1,938
Change+6 (+0%)
Value$968.0K (-$1.7K)
Filed 2026-10-21
Emerald Advisors, LLC
UNCHANGED
Shares1,943 from 1,943
Change0 (0%)
Value$967.4K (-$4.7K)
Filed 2026-10-13
Five Oceans Advisors
DECREASED
Shares1,941 from 2,082
Change-141 (-7%)
Value$966.5K (-$75.3K)
Filed 2026-10-22
Thoma Capital Management LLC
DECREASED
Shares1,941 from 1,959
Change-18 (-1%)
Value$966.5K (-$13.7K)
Filed 2026-10-19
4Wealth Advisors, Inc.
DECREASED
Shares1,937 from 3,011
Change-1,074 (-36%)
Value$973.3K (-$519.9K)
Filed 2026-10-13
SBK Financial, Inc.
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$958.6K (-$4.7K)
Filed 2026-11-02
Rydar Equities, Inc.
UNCHANGED
Shares1,923 from 1,923
Change0 (0%)
Value$973.5K (+$31.1K)
Filed 2026-10-13
Vanguard Capital Wealth Advisors
UNCHANGED
Shares1,923 from 1,923
Change0 (0%)
Value$957.6K (-$4.7K)
Filed 2026-10-16
Clearview Wealth Management LLC
DECREASED
Shares1,919 from 2,028
Change-109 (-5%)
Value$999.0K (-$15.8K)
Filed 2026-10-16
Alpha Advisors, LLC
INCREASED
Shares1,919 from 1,911
Change+8 (+0%)
Value$955.6K (-$678)
Filed 2026-10-19
Vilga Financial Planning LLC
DECREASED
Shares1,918 from 2,111
Change-193 (-9%)
Value$955.1K (-$101.3K)
Filed 2026-10-09
BCK Partners, Inc.
DECREASED
Shares1,917 from 1,974
Change-57 (-3%)
Value$954.6K (-$33.2K)
Filed 2026-10-23
Financial Management Professionals, Inc.
INCREASED
Shares1,917 from 1,906
Change+11 (+1%)
Value$954.6K (+$827)
Filed 2026-10-23
Fourpath Capital Management, LLC
UNCHANGED
Shares1,917 from 1,917
Change0 (0%)
Value$954.6K (-$4.7K)
Filed 2026-10-19
Washburn Capital Management, Inc.
DECREASED
Shares1,916 from 2,320
Change-404 (-17%)
Value$954.1K (-$206.8K)
Filed 2026-10-19
AWM Capital, LLC
DECREASED
Shares1,916 from 1,976
Change-60 (-3%)
Value$954.1K (-$34.7K)
Filed 2026-10-16
Sage Investment Advisers LLC
UNCHANGED
Shares1,913 from 1,913
Change0 (0%)
Value$952.6K (-$4.7K)
Filed 2026-10-21
Concord Wealth Partners
DECREASED
Shares1,911 from 1,962
Change-51 (-3%)
Value$951.4K (-$30.4K)
Filed 2026-11-02
Cpwa, LLC
INCREASED
Shares1,907 from 1,087
Change+820 (+75%)
Value$987.1K (+$443.1K)
Filed 2026-11-04
WMG Financial Advisors, LLC
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$953.2K ($0)
Filed 2026-10-28
Family Investment Center, Inc.
INCREASED
Shares1,900 from 1,518
Change+382 (+25%)
Value$945.9K (+$186.3K)
Filed 2026-10-19
Persium Advisors, LLC
INCREASED
Shares1,898 from 1,793
Change+105 (+6%)
Value$945.1K (+$47.9K)
Filed 2026-10-07
AA Financial Advisors, LLC
INCREASED
Shares1,897 from 1,562
Change+335 (+21%)
Value$944.6K (+$163.0K)
Filed 2026-10-19
WestHill Financial Advisors, Inc.
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$944.6K (-$4.6K)
Filed 2026-10-14
Family Office Research LLC
NEW
Shares1,895
Change+1,895
Value$943.8K
Filed 2026-10-14
Harold Davidson & Associates Inc.
DECREASED
Shares1,889 from 1,894
Change-5 (0%)
Value$940.6K (-$7.2K)
Filed 2026-10-29
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares1,882 from 1,807
Change+75 (+4%)
Value$937.1K (+$32.9K)
Filed 2026-10-29
Cherrydale Wealth Management, LLC
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$936.1K (-$4.6K)
Filed 2026-10-20
TigerOak Management, L.L.C.
INCREASED
Shares1,879 from 1,625
Change+254 (+16%)
Value$935.6K (+$122.5K)
Filed 2026-10-23
Sard Wealth Management Group, LLC
INCREASED
Shares1,878 from 1,852
Change+26 (+1%)
Value$935.3K (+$8.6K)
Filed 2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares1,876 from 1,561
Change+315 (+20%)
Value$934 (-$780.1K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
INCREASED
Shares1,876 from 1,837
Change+39 (+2%)
Value$934 (+$15)
Filed 2026-10-27
Tenon Financial LLC
INCREASED
Shares1,875 from 1,760
Change+115 (+7%)
Value$933.7K (+$53.0K)
Filed 2026-10-14
Sara-Bay Financial
INCREASED
Shares1,870 from 1,210
Change+660 (+55%)
Value$931.2K (+$325.7K)
Filed 2026-10-21
Tarbox Family Office, Inc.
INCREASED
Shares1,869 from 1,510
Change+359 (+24%)
Value$930.7K (+$175.1K)
Filed 2026-10-23
MBA Advisors LLC
DECREASED
Shares1,866 from 1,905
Change-39 (-2%)
Value$929.2K (-$24.1K)
Filed 2026-10-29
AAF Wealth Management, LLC
UNCHANGED
Shares1,865 from 1,865
Change0 (0%)
Value$928.7K (-$4.6K)
Filed 2026-10-28
Radnor Capital Management, LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$926.2K (-$4.5K)
Filed 2026-10-23
Acorn Creek Capital LLC
DECREASED
Shares1,859 from 1,900
Change-41 (-2%)
Value$925.7K (-$25.1K)
Filed 2026-11-05
Dynamic Financial Group
INCREASED
Shares1,857 from 1,852
Change+5 (+0%)
Value$924.8K (-$2.0K)
Filed 2026-10-28
Gordian Advisors LLC
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$922.2K (-$4.5K)
Filed 2026-10-30
Greenup Street Wealth Management LLC
INCREASED
Shares1,848 from 1,067
Change+781 (+73%)
Value$920.4K (+$386.3K)
Filed 2026-10-28
Yoder Wealth Management, Inc.
INCREASED
Shares1,846 from 1,842
Change+4 (+0%)
Value$919.2K (-$2.5K)
Filed 2026-10-13
Sensible Money, LLC
DECREASED
Shares1,842 from 1,848
Change-6 (0%)
Value$917.2K (-$7.5K)
Filed 2026-10-20
High Net Worth Advisory Group LLC
UNCHANGED
Shares1,839 from 1,839
Change0 (0%)
Value$915.7K (-$4.5K)
Filed 2026-10-26
Alessandra Capital Management, LLC
DECREASED
Shares1,835 from 1,866
Change-31 (-2%)
Value$913.7K (-$20.0K)
Filed 2026-10-30
Great Waters Wealth Management
INCREASED
Shares1,829 from 1,768
Change+61 (+3%)
Value$910.6K (+$26.1K)
Filed 2026-10-07
DT Investment Partners, LLC
INCREASED
Shares1,828 from 1,791
Change+37 (+2%)
Value$910.3K (+$14.1K)
Filed 2026-10-27
Primoris Wealth Advisors, LLC
INCREASED
Shares1,827 from 1,745
Change+82 (+5%)
Value$870.4K (-$2.8K)
Filed 2026-10-28
BetterWealth, LLC
UNCHANGED
Shares1,826 from 1,826
Change0 (0%)
Value$909.3K (-$4.5K)
Filed 2026-10-15
Asset Planning Services Inc
UNCHANGED
Shares1,815 from 1,815
Change0 (0%)
Value$904 (-$907.1K)
Filed 2026-10-15
Walker Financial Services, Inc.
DECREASED
Shares1,813 from 2,319
Change-506 (-22%)
Value$903.1K (-$257.3K)
Filed 2026-10-26
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares1,813 from 1,817
Change-4 (0%)
Value$902.8K (-$6.4K)
Filed 2026-10-20
Cooper S Advisors, LLC
INCREASED
Shares1,811 from 1,767
Change+44 (+2%)
Value$901.8K (+$17.6K)
Filed 2026-11-03
Fonville Wealth Management LLC
INCREASED
Shares1,809 from 1,764
Change+45 (+3%)
Value$900.8K (+$18.1K)
Filed 2026-10-28
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares1,809 from 1,809
Change0 (0%)
Value$900.8K (-$4.4K)
Filed 2026-10-13
Exchange Bank
DECREASED
Shares1,801 from 1,830
Change-29 (-2%)
Value$896.8K (-$18.9K)
Filed 2026-10-07
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares1,797 from 1,780
Change+17 (+1%)
Value$894.8K (+$4.1K)
Filed 2026-11-04
Birchwood Financial Partners, Inc.
INCREASED
Shares1,794 from 1,789
Change+5 (+0%)
Value$893.3K (-$1.9K)
Filed 2026-11-02
Global Financial Private Client, LLC
INCREASED
Shares1,784 from 1,778
Change+6 (+0%)
Value$888.3K (-$1.5K)
Filed 2026-10-15
Alliance Wealth Advisors, LLC
DECREASED
Shares1,768 from 1,859
Change-91 (-5%)
Value$880.4K (-$49.9K)
Filed 2026-10-28
Bruni J V & Co
DECREASED
Shares1,766 from 1,812
Change-46 (-3%)
Value$879.4K (-$27.3K)
Filed 2026-11-05
Shelton Wealth Management, LLC
UNCHANGED
Shares1,764 from 1,764
Change0 (0%)
Value$878.4K (-$4.3K)
Filed 2026-10-16
SWP Financial LLC
DECREASED
Shares1,762 from 1,764
Change-2 (0%)
Value$877.1K (-$5.3K)
Filed 2026-10-23
Banque de Luxembourg S.A.
DECREASED
Shares1,760 from 2,517
Change-757 (-30%)
Value$876.4K (-$383.1K)
Filed 2026-10-14
Ayrshire Capital Management LLC
DECREASED
Shares1,760 from 1,930
Change-170 (-9%)
Value$876.4K (-$89.4K)
Filed 2026-10-20
Warren Street Wealth Advisors, LLC
INCREASED
Shares1,758 from 1,423
Change+335 (+24%)
Value$875.4K (+$163.3K)
Filed 2026-11-04
Fortem Financial Group, LLC
UNCHANGED
Shares1,758 from 1,758
Change0 (0%)
Value$875.4K (-$4.3K)
Filed 2026-10-20
Landmark Wealth Management, LLC
DECREASED
Shares1,753 from 2,053
Change-300 (-15%)
Value$872.9K (-$154.4K)
Filed 2026-11-03
1620 Investment Advisors, Inc.
DECREASED
Shares1,740 from 1,770
Change-30 (-2%)
Value$866.5K (-$19.5K)
Filed 2026-11-04
Semus Wealth Partners LLC
DECREASED
Shares1,739 from 1,939
Change-200 (-10%)
Value$865.9K (-$104.3K)
Filed 2026-10-22
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$863.9K (-$4.2K)
Filed 2026-10-30
Baker Boyer National Bank
UNCHANGED
Shares1,732 from 1,732
Change0 (0%)
Value$862.5K (-$4.2K)
Filed 2026-11-05
SFG Wealth Management, Llc.
DECREASED
Shares1,731 from 1,764
Change-33 (-2%)
Value$862.0K (-$20.7K)
Filed 2026-10-23
Planning Strategies Inc.
INCREASED
Shares1,729 from 1,720
Change+9 (+1%)
Value$861.0K (+$285)
Filed 2026-10-02
Invera Wealth Advisors, LLC
DECREASED
Shares1,728 from 1,860
Change-132 (-7%)
Value$860.5K (-$70.3K)
Filed 2026-10-28
Cap Partners, LLC
INCREASED
Shares1,726 from 1,716
Change+10 (+1%)
Value$859.5K (+$793)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares1,724 from 842
Change+882 (+105%)
Value$904.9K (+$483.6K)
Filed 2026-11-03
Capital Investment Services of America, Inc.
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$855.0K (-$4.2K)
Filed 2026-11-02
Johnson & White Wealth Management, LLC
DECREASED
Shares1,716 from 1,721
Change-5 (0%)
Value$854.5K (-$6.7K)
Filed 2026-11-03
Aletheian Wealth Advisors LLC
DECREASED
Shares1,714 from 1,729
Change-15 (-1%)
Value$853.5K (-$11.7K)
Filed 2026-10-08
DeDora Capital, Inc.
DECREASED
Shares1,713 from 2,314
Change-601 (-26%)
Value$853.0K (-$304.9K)
Filed 2026-10-26
Sunbeam Capital Management, LLC
DECREASED
Shares1,712 from 2,038
Change-326 (-16%)
Value$852.5K (-$167.3K)
Filed 2026-11-05
Paladin Wealth, LLC
DECREASED
Shares1,712 from 1,754
Change-42 (-2%)
Value$852.4K (-$25.3K)
Filed 2026-10-23
Forza Wealth Management, LLC
UNCHANGED
Shares1,711 from 1,711
Change0 (0%)
Value$852.0K (-$4.2K)
Filed 2026-10-20
Paradigm, Strategies in Wealth Management, LLC
UNCHANGED
Shares1,709 from 1,709
Change0 (0%)
Value$851.0K (-$4.2K)
Filed 2026-10-16
Lionshead Wealth Management, LLC
INCREASED
Shares1,707 from 1,704
Change+3 (+0%)
Value$850.0K (-$2.7K)
Filed 2026-10-21
Robinson Smith Wealth Advisors LLC
INCREASED
Shares1,705 from 1,684
Change+21 (+1%)
Value$849.0K (+$6.3K)
Filed 2026-10-22
Beirne Wealth Consulting Services, LLC
UNCHANGED
Shares1,698 from 1,698
Change0 (0%)
Value$845.7K (-$4.1K)
Filed 2026-10-19
Fortune 45 LLC
DECREASED
Shares1,694 from 1,697
Change-3 (0%)
Value$843.5K (-$5.6K)
Filed 2026-10-14
Avail Investment Partners, LLC
INCREASED
Shares1,692 from 1,649
Change+43 (+3%)
Value$842.6K (+$17.4K)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
DECREASED
Shares1,688 from 1,832
Change-144 (-8%)
Value$840.5K (-$76.2K)
Filed 2026-10-23
Monument Group Wealth Advisors, LLC
INCREASED
Shares1,688 from 1,568
Change+120 (+8%)
Value$840.5K (+$55.9K)
Filed 2026-10-21
Langley Wealth Management, LLC
INCREASED
Shares1,687 from 1,678
Change+9 (+1%)
Value$840.0K (+$388)
Filed 2026-11-04
Etesian Wealth Advisors, Inc.
INCREASED
Shares1,685 from 1,624
Change+61 (+4%)
Value$839.0K (+$26.4K)
Filed 2026-10-27
Saxony Capital Management, LLC
INCREASED
Shares1,682 from 1,596
Change+86 (+5%)
Value$837.6K (+$38.9K)
Filed 2026-10-15
Gibson Wealth Advisors LLC
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$834.1K (-$4.1K)
Filed 2026-10-20
LAM Group, Inc.
DECREASED
Shares1,671 from 1,721
Change-50 (-3%)
Value$832.1K (-$29.1K)
Filed 2026-10-26
Investment Management Corp
UNCHANGED
Shares1,671 from 1,671
Change0 (0%)
Value$832.1K (-$4.1K)
Filed 2026-11-03
Martin Capital Advisors, LLP
UNCHANGED
Shares1,671 from 1,671
Change0 (0%)
Value$832.1K (-$4.1K)
Filed 2026-10-15
Progressive Investment Management Corp
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$826.6K (-$4.1K)
Filed 2026-10-26
MFA Wealth Advisors, LLC
DECREASED
Shares1,654 from 1,750
Change-96 (-5%)
Value$823.6K (-$52.1K)
Filed 2026-10-07
Dorato Capital Management
UNCHANGED
Shares1,653 from 1,653
Change0 (0%)
Value$836.8K (+$20.7K)
Filed 2026-10-08
Tran Capital Management, L.P.
INCREASED
Shares1,640 from 500
Change+1,140 (+228%)
Value$816.6K (+$566.4K)
Filed 2026-10-19
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares1,635 from 1,378
Change+257 (+19%)
Value$814.1K (+$124.6K)
Filed 2026-10-22
Gutierrez Wealth Advisory, LLC
INCREASED
Shares1,635 from 1,435
Change+200 (+14%)
Value$814.1K (+$96.1K)
Filed 2026-11-02
Strategent Financial, LLC
INCREASED
Shares1,635 from 1,605
Change+30 (+2%)
Value$814.1K (+$11.0K)
Filed 2026-10-30
Kure Advisory, LLC
INCREASED
Shares1,633 from 1,625
Change+8 (+0%)
Value$813.2K (+$18)
Filed 2026-10-08
Bigelow Investment Advisors, LLC
DECREASED
Shares1,629 from 1,658
Change-29 (-2%)
Value$811.2K (-$18.5K)
Filed 2026-10-13
Cobblestone Asset Management LLC
UNCHANGED
Shares1,629 from 1,629
Change0 (0%)
Value$811.2K (-$4.0K)
Filed 2026-10-13
Curran Financial Partners, LLC
DECREASED
Shares1,628 from 1,733
Change-105 (-6%)
Value$810.7K (-$56.5K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
INCREASED
Shares1,626 from 1,612
Change+14 (+1%)
Value$809.7K (+$3.0K)
Filed 2026-10-28
NorthLanding Financial Partners, LLC
DECREASED
Shares1,626 from 1,634
Change-8 (0%)
Value$809.9K (-$8.0K)
Filed 2026-10-15
Sterling Wealth Management, Inc.
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$809.2K (-$4.0K)
Filed 2026-10-23
Quartz Partners, LLC
NEW
Shares1,624
Change+1,624
Value$808.7K
Filed 2026-11-03
Eagle Wealth Advisors LLC
INCREASED
Shares1,623 from 1,513
Change+110 (+7%)
Value$808.2K (+$51.1K)
Filed 2026-10-20
Boyd Wealth Management, LLC
INCREASED
Shares1,622 from 961
Change+661 (+69%)
Value$807.7K (+$326.8K)
Filed 2026-10-20
August Group Capital Ltd
INCREASED
Shares1,612 from 1,587
Change+25 (+2%)
Value$802.2K (+$8.6K)
Filed 2026-10-14
WBI Investments, LLC
INCREASED
Shares1,610 from 411
Change+1,199 (+292%)
Value$801.8K (+$596.0K)
Filed 2026-11-05
Hyposwiss Advisors SA
DECREASED
Shares1,610 from 1,760
Change-150 (-9%)
Value$801.7K (-$79.0K)
Filed 2026-10-26
Objective Capital Management, LLC
DECREASED
Shares1,609 from 1,613
Change-4 (0%)
Value$801.0K (-$5.9K)
Filed 2026-10-13
Smith Partners Wealth Management, LLC
INCREASED
Shares1,608 from 1,458
Change+150 (+10%)
Value$800.7K (+$71.1K)
Filed 2026-11-05
Argent Capital Management LLC
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$800.7K (-$3.9K)
Filed 2026-10-05
Arvest Investments, Inc.
INCREASED
Shares1,604 from 1,603
Change+1 (+0%)
Value$798.7K (-$3.4K)
Filed 2026-10-21
Leicht Financial Planning & Wealth Management, Inc.
INCREASED
Shares1,603 from 1,412
Change+191 (+14%)
Value$798.2K (+$91.7K)
Filed 2026-11-03
Avantra Family Wealth, Inc.
DECREASED
Shares1,602 from 2,099
Change-497 (-24%)
Value$797.7K (-$252.6K)
Filed 2026-10-20
Millennium Capital Advisors, LLC
UNCHANGED
Shares1,601 from 1,601
Change0 (0%)
Value$797.2K (-$3.9K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
DECREASED
Shares1,598 from 1,644
Change-46 (-3%)
Value$795.7K (-$26.9K)
Filed 2026-10-13
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$792.2K (-$3.9K)
Filed 2026-11-03
Accel Wealth Management
DECREASED
Shares1,585 from 1,605
Change-20 (-1%)
Value$789.3K (-$13.9K)
Filed 2026-10-13
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares1,581 from 1,565
Change+16 (+1%)
Value$787.3K (+$4.1K)
Filed 2026-11-05
Goldstein Advisors, LLC
INCREASED
Shares1,579 from 1,482
Change+97 (+7%)
Value$786.3K (+$44.7K)
Filed 2026-10-15
Prosperitas Financial LLC
DECREASED
Shares1,579 from 1,584
Change-5 (0%)
Value$786.3K (-$6.4K)
Filed 2026-10-28
Verisail Partners, LLC
INCREASED
Shares1,576 from 1,555
Change+21 (+1%)
Value$784.8K (+$6.7K)
Filed 2026-10-19
Melone Private Wealth, LLC
UNCHANGED
Shares1,572 from 1,572
Change0 (0%)
Value$782.8K (-$3.8K)
Filed 2026-10-16
Directional Asset Management
DECREASED
Shares1,571 from 2,144
Change-573 (-27%)
Value$782.3K (-$290.6K)
Filed 2026-10-22
AUA Capital Management, LLC
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$779.3K (-$3.8K)
Filed 2026-10-15
Essential Partners LLC
INCREASED
Shares1,562 from 1,423
Change+139 (+10%)
Value$777.8K (+$65.7K)
Filed 2026-10-14
Independence Wealth Advisors, LLC
DECREASED
Shares1,560 from 1,566
Change-6 (0%)
Value$776.8K (-$6.8K)
Filed 2026-10-29
Foresight Capital Management Advisors, Inc.
INCREASED
Shares1,560 from 1,555
Change+5 (+0%)
Value$777.0K (-$1.1K)
Filed 2026-10-27
Ironwood Financial, llc
INCREASED
Shares1,558 from 1,552
Change+6 (+0%)
Value$775.6K (+$4.7K)
Filed 2026-10-20
Wealth Dimensions Group, Ltd.
DECREASED
Shares1,555 from 1,606
Change-51 (-3%)
Value$774.5K (-$29.3K)
Filed 2026-11-02
Carrera Capital Advisors
DECREASED
Shares1,555 from 1,583
Change-28 (-2%)
Value$774.3K (-$17.8K)
Filed 2026-11-03
Tributary Capital Management, LLC
UNCHANGED
Shares1,554 from 1,554
Change0 (0%)
Value$773.8K (-$3.8K)
Filed 2026-10-28
Vision Capital Management, Inc.
UNCHANGED
Shares1,554 from 1,554
Change0 (0%)
Value$773.8K (-$3.8K)
Filed 2026-10-20
Seven Hills Financial, LLC
NEW
Shares1,548
Change+1,548
Value$770.8K
Filed 2026-10-13
Briaud Financial Planning Inc
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$770.3K (-$3.8K)
Filed 2026-10-20
TrustBank
INCREASED
Shares1,546 from 1,537
Change+9 (+1%)
Value$769.8K (+$732)
Filed 2026-10-20
Joel Adams & Associates, Inc.
INCREASED
Shares1,538 from 1,358
Change+180 (+13%)
Value$765.8K (+$86.3K)
Filed 2026-11-02
Luminvest Wealth Management LLC
DECREASED
Shares1,533 from 1,541
Change-8 (-1%)
Value$763.4K (-$7.7K)
Filed 2026-10-14
KTF Investments, LLC
UNCHANGED
Shares1,531 from 1,531
Change0 (0%)
Value$762.4K (-$3.7K)
Filed 2026-10-23
Unique Wealth, LLC
DECREASED
Shares1,528 from 1,658
Change-130 (-8%)
Value$760.9K (-$68.8K)
Filed 2026-10-16
Guild Investment Management, Inc.
UNCHANGED
Shares1,527 from 1,527
Change0 (0%)
Value$760.4K (-$3.7K)
Filed 2026-11-03
Avondale Wealth Management
UNCHANGED
Shares1,526 from 1,526
Change0 (0%)
Value$759.9K (-$3.7K)
Filed 2026-10-15
Burrus Financial Services, Inc.
UNCHANGED
Shares1,523 from 1,523
Change0 (0%)
Value$758.4K (-$3.7K)
Filed 2026-10-22
Provident Investment Management, Inc.
INCREASED
Shares1,521 from 1,309
Change+212 (+16%)
Value$757.4K (+$102.4K)
Filed 2026-10-23
Portfolio Design Labs, LLC
INCREASED
Shares1,516 from 1,403
Change+113 (+8%)
Value$754.9K (+$52.8K)
Filed 2026-11-04
Seven Mile Advisory
DECREASED
Shares1,513 from 1,568
Change-55 (-4%)
Value$753.4K (-$31.2K)
Filed 2026-10-22
Prota Financial, LLC
DECREASED
Shares1,503 from 1,567
Change-64 (-4%)
Value$752.3K (-$31.0K)
Filed 2026-10-08
EnRich Financial Partners LLC
INCREASED
Shares1,499 from 1,486
Change+13 (+1%)
Value$746.4K (+$2.8K)
Filed 2026-10-21
Private Client Services, LLC
INCREASED
Shares1,496 from 1,441
Change+55 (+4%)
Value$744.9K (+$23.9K)
Filed 2026-10-02
Sentinel Trust Co LBA
UNCHANGED
Shares1,495 from 1,495
Change0 (0%)
Value$744 (-$4)
Filed 2026-11-03
Stone House Investment Management, LLC
INCREASED
Shares1,493 from 876
Change+617 (+70%)
Value$743.4K (+$305.1K)
Filed 2026-10-23
Integrated Capital Management, LLC
DECREASED
Shares1,485 from 1,516
Change-31 (-2%)
Value$739.4K (-$19.2K)
Filed 2026-10-23
Elevate Wealth Advisory, Inc
INCREASED
Shares1,481 from 905
Change+576 (+64%)
Value$737.5K (+$284.6K)
Filed 2026-10-29
Fortress Financial Group, LLC
DECREASED
Shares1,481 from 1,645
Change-164 (-10%)
Value$737.5K (-$85.7K)
Filed 2026-10-21
Wiregrass Investment Management LLC
DECREASED
Shares1,481 from 1,525
Change-44 (-3%)
Value$737.5K (-$25.6K)
Filed 2026-11-05
Braun-Bostich & Associates Inc.
INCREASED
Shares1,478 from 1,461
Change+17 (+1%)
Value$736.0K (+$4.9K)
Filed 2026-10-20
Weinberger Asset Management, Inc
INCREASED
Shares1,476 from 1,457
Change+19 (+1%)
Value$735.0K (-$10.3K)
Filed 2026-10-28
Hegarty Advisors, LLC
INCREASED
Shares1,475 from 628
Change+847 (+135%)
Value$734.5K (+$420.2K)
Filed 2026-10-20
Wise Wealth Partners
UNCHANGED
Shares1,474 from 1,474
Change0 (0%)
Value$734.1K (-$3.6K)
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$732.5K (-$3.6K)
Filed 2026-10-28
Wealth Management Partners, LLC
INCREASED
Shares1,468 from 1,428
Change+40 (+3%)
Value$731.0K (+$16.4K)
Filed 2026-10-21
Advus Financial Partners, LLC
INCREASED
Shares1,462 from 1,055
Change+407 (+39%)
Value$728.0K (+$200.1K)
Filed 2026-10-20
Transcendent Capital Group LLC
DECREASED
Shares1,460 from 1,836
Change-376 (-20%)
Value$727.0K (-$191.7K)
Filed 2026-10-28
Johnson Financial Group, LLC
DECREASED
Shares1,459 from 3,462
Change-2,003 (-58%)
Value$726.5K (-$1.0M)
Filed 2026-11-03
Level Financial Advisors
DECREASED
Shares1,459 from 1,524
Change-65 (-4%)
Value$726.5K (-$36.1K)
Filed 2026-10-13
waypoint wealth counsel
INCREASED
Shares1,458 from 1,321
Change+137 (+10%)
Value$725.9K (+$65.0K)
Filed 2026-10-22
MFA Wealth Services
DECREASED
Shares1,457 from 1,560
Change-103 (-7%)
Value$725.6K (-$55.1K)
Filed 2026-10-14
Foguth Wealth Management, Llc.
INCREASED
Shares1,456 from 1,081
Change+375 (+35%)
Value$774.6K (+$243.6K)
Filed 2026-10-19
R. W. Roge & Company, Inc.
INCREASED
Shares1,455 from 1,252
Change+203 (+16%)
Value$725 (-$625.3K)
Filed 2026-11-04
Clear Point Advisors Inc.
DECREASED
Shares1,454 from 1,477
Change-23 (-2%)
Value$724.0K (-$15.1K)
Filed 2026-10-30
Creative Capital Management Investments LLC
INCREASED
Shares1,454 from 1,437
Change+17 (+1%)
Value$724.0K (+$5.0K)
Filed 2026-10-28
Abner Herrman & Brock LLC
INCREASED
Shares1,451 from 1,376
Change+75 (+5%)
Value$723 (+$34)
Filed 2026-10-20
Silverleafe Capital Partners, LLC
INCREASED
Shares1,449 from 1,447
Change+2 (+0%)
Value$721.5K (-$2.5K)
Filed 2026-10-02
Iron Financial LLC
DECREASED
Shares1,444 from 1,478
Change-34 (-2%)
Value$719.0K (-$20.5K)
Filed 2026-10-23
Choice Wealth Advisors LLC
DECREASED
Shares1,440 from 1,494
Change-54 (-4%)
Value$717.0K (-$30.5K)
Filed 2026-10-16
5th Street Advisors, LLC
UNCHANGED
Shares1,436 from 1,436
Change0 (0%)
Value$715.1K (-$3.5K)
Filed 2026-11-04
Sanders Morris Harris LLC
NEW
Shares1,433
Change+1,433
Value$722.2K
Filed 2026-10-14
Barrett & Company, Inc.
DECREASED
Shares1,431 from 2,151
Change-720 (-33%)
Value$712.3K (-$363.8K)
Filed 2026-10-22
Enzi Wealth
INCREASED
Shares1,430 from 1,102
Change+328 (+30%)
Value$744.4K (+$203.3K)
Filed 2026-10-14
Optivise Advisory Services LLC
DECREASED
Shares1,426 from 1,507
Change-81 (-5%)
Value$709.9K (-$44.1K)
Filed 2026-10-19
Trace Wealth Advisors, LLC
INCREASED
Shares1,425 from 1,347
Change+78 (+6%)
Value$709.6K (+$35.6K)
Filed 2026-10-30
Vaquero Private Wealth, LTD
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$709.7K (-$3.5K)
Filed 2026-10-27
Citrine Capital LLC
INCREASED
Shares1,421 from 1,372
Change+49 (+4%)
Value$707.6K (+$21.1K)
Filed 2026-10-14
Artesa Financial Group, LLC
INCREASED
Shares1,417 from 1,379
Change+38 (+3%)
Value$705.6K (+$15.6K)
Filed 2026-10-29
Alternative Investment Advisors, Llc.
INCREASED
Shares1,415 from 1,362
Change+53 (+4%)
Value$704.6K (+$23.1K)
Filed 2026-11-03
Momentous Wealth Management, Inc.
INCREASED
Shares1,409 from 1,402
Change+7 (+1%)
Value$701.6K (+$65)
Filed 2026-10-21
Paragon Advisors, LLC
DECREASED
Shares1,407 from 1,696
Change-289 (-17%)
Value$700.6K (-$148.0K)
Filed 2026-11-03
Centerline Wealth Advisors, LLC
UNCHANGED
Shares1,404 from 1,404
Change0 (0%)
Value$699.1K (-$3.4K)
Filed 2026-10-15
Sunburst Financial Group, LLC
INCREASED
Shares1,402 from 1,387
Change+15 (+1%)
Value$698.1K (+$4.1K)
Filed 2026-10-09
Oak Asset Management, LLC
DECREASED
Shares1,400 from 1,500
Change-100 (-7%)
Value$697.1K (-$53.5K)
Filed 2026-10-13
Burk Holdings LLC
INCREASED
Shares1,400 from 1,350
Change+50 (+4%)
Value$697.1K (+$21.6K)
Filed 2026-11-05
Global View Capital Management LLC
DECREASED
Shares1,397 from 1,715
Change-318 (-19%)
Value$695.6K (-$162.5K)
Filed 2026-10-28
Virtue Capital Management, LLC
INCREASED
Shares1,397 from 1,198
Change+199 (+17%)
Value$695.6K (+$96.2K)
Filed 2026-10-29
TSA Wealth Managment LLC
INCREASED
Shares1,396 from 1,264
Change+132 (+10%)
Value$695.1K (+$62.6K)
Filed 2026-10-22
ERn Financial, LLC
INCREASED
Shares1,394 from 1,389
Change+5 (+0%)
Value$694.1K (-$899)
Filed 2026-10-28
Salomon & Ludwin, LLC
INCREASED
Shares1,382 from 1,231
Change+151 (+12%)
Value$688.2K (+$73.0K)
Filed 2026-10-29
Lighthouse Financial LLC
INCREASED
Shares1,381 from 835
Change+546 (+65%)
Value$687.7K (+$269.8K)
Filed 2026-10-23
Bank & Trust Co
INCREASED
Shares1,381 from 1,289
Change+92 (+7%)
Value$687.7K (+$42.7K)
Filed 2026-10-07
Meridian Financial Partners LLC
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$725.4K (+$51.5K)
Filed 2026-10-23
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares1,379 from 1,379
Change0 (0%)
Value$686.7K (-$3.4K)
Filed 2026-10-29
North Forty Two & Co.
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$684.7K (-$3.4K)
Filed 2026-10-19
Michels Family Financial, LLC
INCREASED
Shares1,372 from 1,308
Change+64 (+5%)
Value$683.2K (+$28.7K)
Filed 2026-11-02
Outlook Wealth Advisors, LLC
DECREASED
Shares1,370 from 1,412
Change-42 (-3%)
Value$682.2K (-$24.4K)
Filed 2026-10-28
Seros Financial, LLC
DECREASED
Shares1,368 from 1,545
Change-177 (-11%)
Value$681.2K (-$91.9K)
Filed 2026-10-21
Willow Creek Wealth Management Inc.
INCREASED
Shares1,368 from 1,363
Change+5 (+0%)
Value$681.2K (-$836)
Filed 2026-10-26
Oceanside Advisors LLC
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$680.7K (-$3.3K)
Filed 2026-11-03
Burns Matteson Capital Management, LLC
INCREASED
Shares1,365 from 1,345
Change+20 (+1%)
Value$679.7K (+$6.7K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
DECREASED
Shares1,363 from 10,431
Change-9,068 (-87%)
Value$678.7K (-$4.5M)
Filed 2026-10-26
Gleason Group, Inc.
INCREASED
Shares1,361 from 1,248
Change+113 (+9%)
Value$677.7K (+$53.2K)
Filed 2026-10-15
KFA Private Wealth Group, LLC
DECREASED
Shares1,361 from 1,382
Change-21 (-2%)
Value$677.8K (-$14.0K)
Filed 2026-10-07
FC Advisory LLC
UNCHANGED
Shares1,359 from 1,359
Change0 (0%)
Value$676.7K (-$3.3K)
Filed 2026-10-05
Luts & Greenleigh Group, Inc.
DECREASED
Shares1,356 from 1,361
Change-5 (0%)
Value$675.2K (-$5.8K)
Filed 2026-11-05
Harbor Group, Inc.
UNCHANGED
Shares1,353 from 1,353
Change0 (0%)
Value$673.7K (-$3.3K)
Filed 2026-10-14
Bonness Enterprises Inc
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$672.2K (-$3.3K)
Filed 2026-10-08
Lazari Capital Management, Inc.
DECREASED
Shares1,349 from 1,606
Change-257 (-16%)
Value$671.9K (-$131.9K)
Filed 2026-10-20
IFS Advisors, LLC
INCREASED
Shares1,349 from 1,213
Change+136 (+11%)
Value$671.7K (+$64.8K)
Filed 2026-10-14
Founders Capital Management
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$671.2K (-$3.3K)
Filed 2026-10-13
Arnold Financial Planning LLC
INCREASED
Shares1,345 from 445
Change+900 (+202%)
Value$669.7K (+$447.1K)
Filed 2026-10-20
Market Street Wealth Management Advisors LLC
INCREASED
Shares1,345 from 1,002
Change+343 (+34%)
Value$669.7K (+$168.4K)
Filed 2026-10-09
Matauro, LLC
INCREASED
Shares1,344 from 1,220
Change+124 (+10%)
Value$669.2K (+$58.8K)
Filed 2026-11-03
Louisbourg Investments Inc.
DECREASED
Shares1,343 from 1,358
Change-15 (-1%)
Value$668.7K (-$10.8K)
Filed 2026-10-20
USAdvisors Wealth Management, LLC
INCREASED
Shares1,341 from 1,337
Change+4 (+0%)
Value$667 (-$668.3K)
Filed 2026-10-21
United Capital Management of KS, Inc.
DECREASED
Shares1,340 from 1,395
Change-55 (-4%)
Value$667.3K (-$30.8K)
Filed 2026-11-04
S&A Financial Services, Inc.
DECREASED
Shares1,337 from 1,357
Change-20 (-1%)
Value$665.8K (-$13.3K)
Filed 2026-11-03
Mills Wealth Advisors LLC
INCREASED
Shares1,336 from 1,274
Change+62 (+5%)
Value$665.3K (+$27.8K)
Filed 2026-10-22
Haven Capital Group, Inc.
DECREASED
Shares1,334 from 1,410
Change-76 (-5%)
Value$664.3K (-$41.3K)
Filed 2026-10-13
RBA Wealth Management, LLC
INCREASED
Shares1,333 from 483
Change+850 (+176%)
Value$663.8K (+$422.1K)
Filed 2026-10-28
Kane Co Wealth Management, Inc.
UNCHANGED
Shares1,327 from 1,327
Change0 (0%)
Value$660.8K (-$3.2K)
Filed 2026-11-04
Latitude Advisors, LLC
INCREASED
Shares1,325 from 1,291
Change+34 (+3%)
Value$659.6K (+$13.8K)
Filed 2026-10-27
TrustWell Financial Advisors, LLC
UNCHANGED
Shares1,324 from 1,324
Change0 (0%)
Value$659.3K (-$3.2K)
Filed 2026-10-15
PFW Advisors LLC
DECREASED
Shares1,323 from 1,379
Change-56 (-4%)
Value$658.8K (-$31.3K)
Filed 2026-10-07
Orin Green Financial, LLC
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$657.8K (-$3.2K)
Filed 2026-10-19
Ameliora Wealth Management Ltd.
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$657.3K (-$3.2K)
Filed 2026-10-23
Private Capital Advisors, Inc.
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$655.3K (-$3.2K)
Filed 2026-10-06
GK Wealth Management LLC
DECREASED
Shares1,313 from 1,517
Change-204 (-13%)
Value$653.5K (-$105.6K)
Filed 2026-10-09
Independence Financial Advisors, LLC
UNCHANGED
Shares1,313 from 1,313
Change0 (0%)
Value$654.0K (-$3.2K)
Filed 2026-10-08
Bell & Brown Wealth Advisors, LLC
UNCHANGED
Shares1,312 from 1,312
Change0 (0%)
Value$653.3K (-$3.2K)
Filed 2026-10-16
Strategic Planning Group, LLC
INCREASED
Shares1,311 from 1,263
Change+48 (+4%)
Value$653.0K (+$20.7K)
Filed 2026-10-22
KRS Capital Management, LLC
INCREASED
Shares1,311 from 1,296
Change+15 (+1%)
Value$652.8K (+$4.3K)
Filed 2026-10-16
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares1,311 from 1,311
Change0 (0%)
Value$652.8K (-$3.2K)
Filed 2026-10-16
Capstone Wealth Management, LLC
DECREASED
Shares1,304 from 1,451
Change-147 (-10%)
Value$649.3K (-$76.7K)
Filed 2026-11-02
Bayban
UNCHANGED
Shares1,304 from 1,304
Change0 (0%)
Value$652.5K ($0)
Filed 2026-11-05
Three Magnolias Financial Advisors, LLC
DECREASED
Shares1,303 from 2,003
Change-700 (-35%)
Value$648.8K (-$353.5K)
Filed 2026-10-14
Wealth Science Advisors LLC
UNCHANGED
Shares1,301 from 1,301
Change0 (0%)
Value$647.8K (-$3.2K)
Filed 2026-10-09
Vestia Personal Wealth Advisors
INCREASED
Shares1,300 from 766
Change+534 (+70%)
Value$647.5K (+$264.2K)
Filed 2026-10-20
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares1,300 from 1,681
Change-381 (-23%)
Value$647.3K (-$193.8K)
Filed 2026-10-15
Flywheel Private Wealth LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$647.3K (-$3.2K)
Filed 2026-11-02
Grace & White Inc
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$647.3K (-$3.2K)
Filed 2026-10-23
Payden & Rygel
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$647 (-$650.4K)
Filed 2026-10-28
Davis Investment Partners, LLC
DECREASED
Shares1,299 from 1,342
Change-43 (-3%)
Value$646.8K (-$24.7K)
Filed 2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$643.9K (-$3.2K)
Filed 2026-10-28
Hippocratic Financial Advisors, LLC
NEW
Shares1,292
Change+1,292
Value$643.4K
Filed 2026-10-13
Lord & Richards Wealth Management, LLC
INCREASED
Shares1,290 from 1,167
Change+123 (+11%)
Value$642.4K (+$58.4K)
Filed 2026-10-14
Retirement Planning Co of New England, Inc.
DECREASED
Shares1,286 from 1,298
Change-12 (-1%)
Value$640.5K (-$9.1K)
Filed 2026-10-15
Friday Financial
INCREASED
Shares1,282 from 1,204
Change+78 (+6%)
Value$641.6K (+$34.8K)
Filed 2026-10-09
Financial Planning Hawaii, Inc.
DECREASED
Shares1,280 from 1,437
Change-157 (-11%)
Value$637.4K (-$81.7K)
Filed 2026-10-13
Reston Wealth Management LLC
DECREASED
Shares1,280 from 1,337
Change-57 (-4%)
Value$637.4K (-$31.6K)
Filed 2026-10-29
Quantum Financial Planning Services, Inc.
INCREASED
Shares1,274 from 1,246
Change+28 (+2%)
Value$634.4K (+$10.9K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
INCREASED
Shares1,273 from 1,270
Change+3 (+0%)
Value$633.9K (-$1.6K)
Filed 2026-10-27
Richardson Financial Services Inc.
INCREASED
Shares1,269 from 1,161
Change+108 (+9%)
Value$631.9K (+$50.9K)
Filed 2026-10-30
Pines Wealth Management, LLC
UNCHANGED
Shares1,267 from 1,267
Change0 (0%)
Value$630.9K (-$3.1K)
Filed 2026-10-21
Quad-Cities Investment Group, LLC
INCREASED
Shares1,266 from 486
Change+780 (+160%)
Value$630.4K (+$387.2K)
Filed 2026-10-16
Cornerstone Planning Group LLC
INCREASED
Shares1,266 from 1,231
Change+35 (+3%)
Value$652.8K (+$50.3K)
Filed 2026-10-16
Nolet Wealth Management, LLC
INCREASED
Shares1,265 from 1,242
Change+23 (+2%)
Value$629.8K (+$8.4K)
Filed 2026-10-15
Kondo Wealth Advisors, Inc.
INCREASED
Shares1,265 from 1,258
Change+7 (+1%)
Value$629.9K (+$416)
Filed 2026-10-19
Gray Private Wealth, LLC
INCREASED
Shares1,263 from 1,188
Change+75 (+6%)
Value$539.5K (-$55.0K)
Filed 2026-10-28
Andrews Advisory Associates, LLC
INCREASED
Shares1,263 from 1,261
Change+2 (+0%)
Value$628.9K (-$2.1K)
Filed 2026-10-15
Evansbrook LLC
INCREASED
Shares1,256 from 1,224
Change+32 (+3%)
Value$625.4K (+$12.9K)
Filed 2026-10-16
Opal Wealth Advisors, LLC
DECREASED
Shares1,256 from 1,261
Change-5 (0%)
Value$625.4K (-$5.6K)
Filed 2026-10-16
American Institute for Advanced Investment Management, LLP
INCREASED
Shares1,254 from 1,223
Change+31 (+3%)
Value$624.4K (+$12.5K)
Filed 2026-11-03
Congress Asset Management Co
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$622.4K (-$3.1K)
Filed 2026-10-06
Invenio Wealth Partners LLC
DECREASED
Shares1,248 from 1,256
Change-8 (-1%)
Value$621.4K (-$7.0K)
Filed 2026-10-20
ACT Wealth Management, LLC
UNCHANGED
Shares1,247 from 1,247
Change0 (0%)
Value$620.9K (-$3.0K)
Filed 2026-10-09
Gouws Capital LLC
UNCHANGED
Shares1,246 from 1,246
Change0 (0%)
Value$620.4K (-$3.0K)
Filed 2026-10-09
Leeward Financial Partners, LLC
DECREASED
Shares1,244 from 1,245
Change-1 (0%)
Value$619.4K (-$3.5K)
Filed 2026-10-23
Richard C. Young & Co., Ltd.
INCREASED
Shares1,243 from 956
Change+287 (+30%)
Value$618.7K (+$140.2K)
Filed 2026-11-04
Atlas Private Wealth Advisors
DECREASED
Shares1,243 from 1,271
Change-28 (-2%)
Value$618.8K (-$17.2K)
Filed 2026-10-23
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares1,241 from 1,316
Change-75 (-6%)
Value$618.0K (-$40.6K)
Filed 2026-10-07
Yoffe Investment Management, LLC
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$618.0K (-$3.0K)
Filed 2026-11-02
Nicholas Wealth, Llc.
INCREASED
Shares1,233 from 907
Change+326 (+36%)
Value$614.0K (+$160.1K)
Filed 2026-10-26
Financial Council, LLC
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$613.5K (-$3.0K)
Filed 2026-11-02
Talbot Financial, LLC
DECREASED
Shares1,231 from 1,401
Change-170 (-12%)
Value$613.0K (-$88.1K)
Filed 2026-10-19
Detalus Advisors, LLC
INCREASED
Shares1,231 from 1,081
Change+150 (+14%)
Value$613.0K (+$72.1K)
Filed 2026-10-15
Austin Asset Management Co Inc
DECREASED
Shares1,230 from 1,346
Change-116 (-9%)
Value$612.6K (-$61.0K)
Filed 2026-10-29
West Paces Advisors Inc.
INCREASED
Shares1,230 from 1,140
Change+90 (+8%)
Value$612.5K (+$42.0K)
Filed 2026-10-13
Balance Wealth Partners LLC
DECREASED
Shares1,227 from 1,532
Change-305 (-20%)
Value$611.0K (-$155.3K)
Filed 2026-10-27
Emergent Wealth Advisors, LLC
INCREASED
Shares1,226 from 1,016
Change+210 (+21%)
Value$610.5K (+$81.6K)
Filed 2026-10-09
Mitchell & Pahl Private Wealth, LLC
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$610.5K (-$3.0K)
Filed 2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares1,223 from 1,423
Change-200 (-14%)
Value$609.0K (-$103.1K)
Filed 2026-10-21
Values Added Financial LLC
DECREASED
Shares1,223 from 1,248
Change-25 (-2%)
Value$609.0K (-$15.5K)
Filed 2026-10-28
Wiser Wealth Management, Inc
INCREASED
Shares1,218 from 1,143
Change+75 (+7%)
Value$606.5K (+$34.6K)
Filed 2026-10-14
Fusion Family Wealth, LLC
UNCHANGED
Shares1,216 from 1,216
Change0 (0%)
Value$605.5K (-$3.0K)
Filed 2026-11-02
Arcadia Wealth Management, LLC
UNCHANGED
Shares1,213 from 1,213
Change0 (0%)
Value$604.0K (-$3.0K)
Filed 2026-10-22
Winter & Associates, Inc.
INCREASED
Shares1,211 from 1,198
Change+13 (+1%)
Value$653.7K (+$54.3K)
Filed 2026-10-23
Brickley Wealth Management
INCREASED
Shares1,210 from 1,183
Change+27 (+2%)
Value$602.5K (+$10.6K)
Filed 2026-11-04
Conestoga Capital Advisors, LLC
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$602.5K (-$3.0K)
Filed 2026-11-02
TCP Asset Management, LLC
INCREASED
Shares1,206 from 1,126
Change+80 (+7%)
Value$606.1K (+$42.6K)
Filed 2026-10-14
3 Factor Indexing, LLC
UNCHANGED
Shares1,206 from 1,206
Change0 (0%)
Value$600.5K (-$2.9K)
Filed 2026-10-15
GEM Asset Management, LLC
INCREASED
Shares1,203 from 1,178
Change+25 (+2%)
Value$599.0K (+$9.6K)
Filed 2026-10-13
C2c Wealth Management, LLC
INCREASED
Shares1,200 from 1,170
Change+30 (+3%)
Value$597.5K (+$12.1K)
Filed 2026-10-20
Carderock Capital Management Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$597.5K (-$2.9K)
Filed 2026-10-22
Windsor Capital Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$597.5K (-$2.9K)
Filed 2026-10-13
Truefg, LLC
UNCHANGED
Shares1,199 from 1,199
Change0 (0%)
Value$597.0K (-$2.9K)
Filed 2026-10-15
Attessa Capital LLC
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$596.5K (-$2.9K)
Filed 2026-10-09
Creekside Partners
INCREASED
Shares1,196 from 1,072
Change+124 (+12%)
Value$595.5K (+$59.1K)
Filed 2026-11-04
Willis Johnson Wealth, Inc.
DECREASED
Shares1,195 from 1,631
Change-436 (-27%)
Value$595.0K (-$221.3K)
Filed 2026-11-03
Presilium Private Wealth, LLC
INCREASED
Shares1,194 from 619
Change+575 (+93%)
Value$594.6K (+$284.8K)
Filed 2026-10-26
BankPlus Wealth Management LLC
INCREASED
Shares1,194 from 1,069
Change+125 (+12%)
Value$594.3K (+$59.3K)
Filed 2026-10-13
Karras Company, Inc.
DECREASED
Shares1,194 from 1,230
Change-36 (-3%)
Value$594.6K (-$20.9K)
Filed 2026-10-16
Insight Wealth Strategies, LLC
INCREASED
Shares1,194 from 1,159
Change+35 (+3%)
Value$594.6K (+$15.6K)
Filed 2026-10-09
Kaufman Rossin Wealth, LLC
INCREASED
Shares1,193 from 800
Change+393 (+49%)
Value$593.9K (+$197.7K)
Filed 2026-10-19
Renaissance Investment Group LLC
INCREASED
Shares1,192 from 1,185
Change+7 (+1%)
Value$593.5K (+$594)
Filed 2026-10-28
Jm2 Capital Inc.
DECREASED
Shares1,190 from 1,216
Change-26 (-2%)
Value$592.6K (-$15.9K)
Filed 2026-10-14
Viewpoint Capital Management LLC
INCREASED
Shares1,187 from 1,182
Change+5 (+0%)
Value$591.1K (-$394)
Filed 2026-10-27
Bingham Private Wealth, LLC
DECREASED
Shares1,186 from 1,269
Change-83 (-7%)
Value$590.6K (-$44.4K)
Filed 2026-11-05
New England Capital Financial Advisors LLC
INCREASED
Shares1,186 from 1,126
Change+60 (+5%)
Value$590.6K (+$27.1K)
Filed 2026-11-03
Hurley Capital, LLC
INCREASED
Shares1,186 from 1,184
Change+2 (+0%)
Value$590.6K (-$1.9K)
Filed 2026-11-05
HMV Wealth Advisors, LLC
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$590.1K (-$2.9K)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
INCREASED
Shares1,184 from 1,084
Change+100 (+9%)
Value$589.6K (+$47.2K)
Filed 2026-10-16
Villere ST Denis J & Co LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$589.1K (-$2.9K)
Filed 2026-11-04
DLK Investment Management, LLC
DECREASED
Shares1,182 from 1,278
Change-96 (-8%)
Value$588.6K (+$68.7K)
Filed 2026-10-09
Mayfair Advisory Group, LLC
DECREASED
Shares1,182 from 1,223
Change-41 (-3%)
Value$588.6K (-$16.7K)
Filed 2026-10-20
Sims Investment Management, LLC
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$587.1K (-$2.9K)
Filed 2026-10-13
Global Wealth Strategies & Associates
INCREASED
Shares1,176 from 758
Change+418 (+55%)
Value$585.6K (+$206.3K)
Filed 2026-10-02
Shum Financial Group, Inc.
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$584.6K (-$2.9K)
Filed 2026-10-13
Independent Solutions Wealth Management, LLC
DECREASED
Shares1,173 from 1,182
Change-9 (-1%)
Value$584.1K (-$7.4K)
Filed 2026-10-28
Henderson Brothers Financial Partners, LLC
INCREASED
Shares1,169 from 1,141
Change+28 (+2%)
Value$582.1K (+$11.2K)
Filed 2026-11-03
Paulson Wealth Management Inc.
UNCHANGED
Shares1,167 from 1,167
Change0 (0%)
Value$581.1K (-$2.8K)
Filed 2026-11-02
Redwood Financial Network Corp
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$580.4K (-$2.8K)
Filed 2026-11-03
Bestgate Wealth Advisors, LLC
INCREASED
Shares1,165 from 1,116
Change+49 (+4%)
Value$580.1K (+$21.7K)
Filed 2026-10-13
Midwest Financial Partners Investments, Inc.
NEW
Shares1,164
Change+1,164
Value$579.6K
Filed 2026-10-08
Instrumental Wealth, LLC
INCREASED
Shares1,164 from 1,142
Change+22 (+2%)
Value$579.6K (+$8.2K)
Filed 2026-10-20
McAlister, Sweet & Associates, Inc.
DECREASED
Shares1,163 from 1,214
Change-51 (-4%)
Value$579.1K (-$28.4K)
Filed 2026-10-07
Highland Financial Advisors, LLC
INCREASED
Shares1,163 from 1,120
Change+43 (+4%)
Value$579.1K (+$18.7K)
Filed 2026-10-19
Optimist Retirement Group LLC
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$579.1K (-$2.8K)
Filed 2026-10-30
Worth Asset Management, LLC
INCREASED
Shares1,161 from 826
Change+335 (+41%)
Value$578.1K (+$164.8K)
Filed 2026-10-07
Accelerate Investment Advisors LLC
INCREASED
Shares1,159 from 1,099
Change+60 (+5%)
Value$577.2K (+$27.2K)
Filed 2026-11-02
Connecticut Capital Management Group, LLC
INCREASED
Shares1,159 from 1,140
Change+19 (+2%)
Value$577.1K (+$6.7K)
Filed 2026-10-29
Doliver Advisors, LP
DECREASED
Shares1,158 from 1,248
Change-90 (-7%)
Value$576.6K (-$47.9K)
Filed 2026-10-01
DeLarme Wealth Management, Inc.
INCREASED
Shares1,157 from 952
Change+205 (+22%)
Value$576.1K (+$99.8K)
Filed 2026-10-30
Hughes Financial Services, LLC
DECREASED
Shares1,157 from 1,225
Change-68 (-6%)
Value$627.0K (+$14.1K)
Filed 2026-10-30
Collective Family Office LLC
DECREASED
Shares1,154 from 1,268
Change-114 (-9%)
Value$574.6K (-$59.9K)
Filed 2026-10-05
Investors Asset Management of Georgia Inc
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$574.6K (-$2.8K)
Filed 2026-10-20
Roan Capital Partners
INCREASED
Shares1,150 from 1,141
Change+9 (+1%)
Value$572.6K (+$1.7K)
Filed 2026-10-09
Timonier Family Office, Ltd.
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$572.6K (-$2.8K)
Filed 2026-11-03
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares1,148 from 944
Change+204 (+22%)
Value$571.6K (+$99.3K)
Filed 2026-10-09
Opinicus Capital, Inc.
DECREASED
Shares1,147 from 1,165
Change-18 (-2%)
Value$571.1K (-$11.8K)
Filed 2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares1,144 from 948
Change+196 (+21%)
Value$569.7K (+$95.3K)
Filed 2026-10-15
John G Ullman & Associates Inc
INCREASED
Shares1,144 from 1,124
Change+20 (+2%)
Value$569.7K (+$7.2K)
Filed 2026-11-04
Anson Capital, Inc.
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$569.7K (-$2.8K)
Filed 2026-10-23
Brown Wealth Management, LLC
INCREASED
Shares1,141 from 1,128
Change+13 (+1%)
Value$568.2K (+$3.7K)
Filed 2026-10-20
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$567.2K (-$2.8K)
Filed 2026-10-30
TradeWell Securities, Llc.
INCREASED
Shares1,138 from 1,121
Change+17 (+2%)
Value$566.6K (+$5.7K)
Filed 2026-10-21
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares1,138 from 1,150
Change-12 (-1%)
Value$566.7K (-$8.8K)
Filed 2026-10-14
Duncker Streett & Co Inc
DECREASED
Shares1,136 from 1,140
Change-4 (0%)
Value$565.7K (-$4.8K)
Filed 2026-10-27
Hobart Private Capital, LLC
INCREASED
Shares1,131 from 1,042
Change+89 (+9%)
Value$563.2K (+$41.8K)
Filed 2026-10-19
Inman Jager Wealth Management, LLC
DECREASED
Shares1,130 from 1,138
Change-8 (-1%)
Value$562.7K (-$6.8K)
Filed 2026-11-05
RIA Advisory Group LLC
DECREASED
Shares1,128 from 1,806
Change-678 (-38%)
Value$561.7K (-$342.0K)
Filed 2026-10-15
Challenger Wealth Management
DECREASED
Shares1,126 from 1,134
Change-8 (-1%)
Value$560.7K (-$6.8K)
Filed 2026-10-30
Daytona Street Capital LLC
DECREASED
Shares1,125 from 1,140
Change-15 (-1%)
Value$566.5K (+$4.1K)
Filed 2026-10-15
Atlas Wealth Partners, LLC
DECREASED
Shares1,125 from 1,130
Change-5 (0%)
Value$560.2K (-$5.2K)
Filed 2026-11-03
Ipsen Advisor Group LLC
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$560.2K (-$2.7K)
Filed 2026-10-29
Manske Wealth Management
INCREASED
Shares1,124 from 1,052
Change+72 (+7%)
Value$559.7K (+$33.3K)
Filed 2026-10-26
Endeavor Private Wealth, Inc.
INCREASED
Shares1,119 from 888
Change+231 (+26%)
Value$557.2K (+$112.9K)
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares1,118 from 1,074
Change+44 (+4%)
Value$556.7K (+$19.3K)
Filed 2026-10-30
Kellett Wealth Advisors, LLC
INCREASED
Shares1,118 from 1,117
Change+1 (+0%)
Value$556.7K (-$2.2K)
Filed 2026-10-15
Harmony Asset Management LLC
UNCHANGED
Shares1,116 from 1,116
Change0 (0%)
Value$555.7K (-$2.7K)
Filed 2026-10-20
Holos Integrated Wealth LLC
DECREASED
Shares1,115 from 1,151
Change-36 (-3%)
Value$593.4K (+$13.3K)
Filed 2026-10-23
RF&L Wealth Management, LLC
UNCHANGED
Shares1,112 from 1,112
Change0 (0%)
Value$553.7K (-$2.7K)
Filed 2026-10-20
VCI Wealth Management LLC
INCREASED
Shares1,109 from 1,107
Change+2 (+0%)
Value$552.2K (-$1.7K)
Filed 2026-10-29
Ares Financial Consulting, LLC
INCREASED
Shares1,108 from 1,103
Change+5 (+0%)
Value$551.5K (-$200)
Filed 2026-10-19
Fusion Capital, LLC
DECREASED
Shares1,107 from 1,141
Change-34 (-3%)
Value$551.2K (-$19.7K)
Filed 2026-10-28
Fidato Wealth LLC
NEW
Shares1,104
Change+1,104
Value$549.7K
Filed 2026-10-13
HWG Holdings LP
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$549.2K (-$2.7K)
Filed 2026-10-08
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$547.7K (-$2.7K)
Filed 2026-10-09
W Advisors, LLC
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$546.7K (-$2.7K)
Filed 2026-11-02
Sylvest Advisors, LLC
UNCHANGED
Shares1,097 from 1,097
Change0 (0%)
Value$546.3K (-$2.7K)
Filed 2026-10-26
Argos Wealth Advisors, LLC
DECREASED
Shares1,095 from 1,105
Change-10 (-1%)
Value$545.3K (-$7.7K)
Filed 2026-11-02
Aspirean Wealth, LLC
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$545.3K (-$2.7K)
Filed 2026-11-03
New England Professional Planning Group Inc.
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$543.8K (-$2.7K)
Filed 2026-10-29
First Growth Capital LLC
INCREASED
Shares1,090 from 1,084
Change+6 (+1%)
Value$542.8K (+$343)
Filed 2026-10-15
RCW Management, LLC
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$542.8K (-$2.7K)
Filed 2026-10-30
Willow Creek Capital Management, Inc.
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$545.4K ($0)
Filed 2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$541.8K (-$2.7K)
Filed 2026-10-28
SwitchPoint Financial Planning, LLC
DECREASED
Shares1,087 from 1,324
Change-237 (-18%)
Value$541.3K (-$121.4K)
Filed 2026-11-02
Slocum, Gordon & Co LLP
DECREASED
Shares1,086 from 1,186
Change-100 (-8%)
Value$540.8K (-$52.7K)
Filed 2026-10-19
Heritage OAK Wealth Advisors LLC
INCREASED
Shares1,085 from 1,070
Change+15 (+1%)
Value$540.5K (+$5.0K)
Filed 2026-10-14
Leslie Global Wealth, LLC
INCREASED
Shares1,085 from 1,079
Change+6 (+1%)
Value$540.3K (+$355)
Filed 2026-10-26
Covestor Ltd
DECREASED
Shares1,080 from 1,938
Change-858 (-44%)
Value$538 (-$969.5K)
Filed 2026-10-30
Tamar Securities, LLC
INCREASED
Shares1,079 from 1,078
Change+1 (+0%)
Value$537.3K (-$2.1K)
Filed 2026-11-03
J.M. Arbour, LLC
INCREASED
Shares1,073 from 1,046
Change+27 (+3%)
Value$534.3K (+$10.9K)
Filed 2026-11-05
Green Ridge Wealth Planning LLC
DECREASED
Shares1,071 from 1,143
Change-72 (-6%)
Value$533.3K (-$38.6K)
Filed 2026-10-08
Myecfo, LLC
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$530.8K (-$2.6K)
Filed 2026-10-14
jvl associates llc
INCREASED
Shares1,064 from 836
Change+228 (+27%)
Value$529.8K (+$111.5K)
Filed 2026-10-09
Vigilare Wealth Management
DECREASED
Shares1,064 from 1,081
Change-17 (-2%)
Value$529.9K (-$11.0K)
Filed 2026-10-29
TruNorth Capital Management, LLC
INCREASED
Shares1,061 from 576
Change+485 (+84%)
Value$528.3K (+$240.1K)
Filed 2026-10-14
Thrive Capital Management, LLC
DECREASED
Shares1,056 from 1,238
Change-182 (-15%)
Value$525.6K (-$93.6K)
Filed 2026-10-28
Peterson Wealth Advisors, LLC
INCREASED
Shares1,049 from 1,031
Change+18 (+2%)
Value$522.4K (+$6.4K)
Filed 2026-10-08
Barings LLC
INCREASED
Shares1,047 from 980
Change+67 (+7%)
Value$521.4K (+$31.0K)
Filed 2026-10-22
Asset Allocation Strategies LLC
INCREASED
Shares1,047 from 1,043
Change+4 (+0%)
Value$521.4K (-$553)
Filed 2026-10-20
Lighthouse Financial Services Inc
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$520.9K (-$1.9K)
Filed 2026-11-02
Auctus Advisors LLC
DECREASED
Shares1,041 from 1,168
Change-127 (-11%)
Value$518.4K (-$66.1K)
Filed 2026-10-23
Madrid Wealth Management, LLC
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$518.4K (-$2.5K)
Filed 2026-10-23
Aspect Partners, LLC
DECREASED
Shares1,040 from 1,116
Change-76 (-7%)
Value$517.9K (-$40.6K)
Filed 2026-10-20
Granite Group Advisors, LLC
DECREASED
Shares1,037 from 1,073
Change-36 (-3%)
Value$516.4K (-$20.5K)
Filed 2026-10-14
Kennedy Investment Group, Inc.
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$514.9K (-$2.5K)
Filed 2026-10-21
Sidoxia Capital Management, LLC
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$514.4K (-$2.5K)
Filed 2026-10-28
Certior Financial Group, LLC
DECREASED
Shares1,024 from 1,128
Change-104 (-9%)
Value$509.9K (-$54.5K)
Filed 2026-10-19
Braeburn Wealth Management LLC
DECREASED
Shares1,024 from 1,033
Change-9 (-1%)
Value$510.0K (-$7.0K)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares1,022
Change+1,022
Value$508.9K
Filed 2026-10-19
Dmkc Advisory Services, LLC
DECREASED
Shares1,020 from 1,650
Change-630 (-38%)
Value$507.9K (-$317.7K)
Filed 2026-11-04
BCO Wealth Management LLC
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$507.4K (-$2.5K)
Filed 2026-10-14
Summit Financial Consulting LLC
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$506.9K (-$2.5K)
Filed 2026-10-15
1834 Investment Advisors Co
INCREASED
Shares1,016 from 966
Change+50 (+5%)
Value$505.9K (+$22.5K)
Filed 2026-10-16
Waller Financial Planning Group, Inc
INCREASED
Shares1,015 from 483
Change+532 (+110%)
Value$505.4K (+$263.7K)
Filed 2026-10-07
Sterling Group Wealth Management, LLC
NEW
Shares1,012
Change+1,012
Value$504.0K
Filed 2026-11-03
Syntax Research, Inc.
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$503.9K (-$2.5K)
Filed 2026-11-04
Cherry Creek Investment Advisors, Inc.
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$503.4K (-$2.5K)
Filed 2026-10-14
BCM Advisors, LLC
DECREASED
Shares1,010 from 1,120
Change-110 (-10%)
Value$547.9K (-$6.4K)
Filed 2026-11-03
Postrock Partners LLC
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$499.9K (-$2.5K)
Filed 2026-11-02
Oxler Private Wealth LLC
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$498.4K (-$2.4K)
Filed 2026-10-21
Petros Family Wealth, LLC
INCREASED
Shares996 from 968
Change+28 (+3%)
Value$496.0K (+$11.6K)
Filed 2026-10-28
Lionsbridge Wealth Management LLC
NEW
Shares994
Change+994
Value$495.0K
Filed 2026-10-26
Noble Wealth Management PBC
INCREASED
Shares991 from 990
Change+1 (+0%)
Value$493.5K (-$1.9K)
Filed 2026-10-01
Kings Path Partners LLC
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$493.5K (-$2.4K)
Filed 2026-10-21
PFG Private Wealth Management, LLC
DECREASED
Shares986 from 1,625
Change-639 (-39%)
Value$491.1K (-$322.1K)
Filed 2026-10-15
N10 Wealth, LLC
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$490.0K (-$2.4K)
Filed 2026-10-14
First Affirmative Financial Network
NEW
Shares982
Change+982
Value$488.8K
Filed 2026-10-21
Simplify Asset Management Inc.
DECREASED
Shares977 from 2,662
Change-1,685 (-63%)
Value$486.5K (-$845.5K)
Filed 2026-10-27
Ridgeline Wealth Planning, LLC
INCREASED
Shares975 from 738
Change+237 (+32%)
Value$485.5K (+$116.2K)
Filed 2026-10-29
Toth Financial Advisory Corp
DECREASED
Shares974 from 987
Change-13 (-1%)
Value$485.0K (-$8.9K)
Filed 2026-10-08
Tull Financial Group, Inc.
INCREASED
Shares974 from 972
Change+2 (+0%)
Value$485.0K (-$1.4K)
Filed 2026-11-05
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$484.0K (-$2.4K)
Filed 2026-10-19
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares970 from 927
Change+43 (+5%)
Value$483.0K (+$19.2K)
Filed 2026-10-29
Meridian Financial Advisors, LLC
INCREASED
Shares968 from 775
Change+193 (+25%)
Value$482.0K (+$94.2K)
Filed 2026-10-14
Guidance Point Advisors, LLC
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$481.7K (-$2.4K)
Filed 2026-10-15
Southern Michigan Bank & Trust
INCREASED
Shares966 from 815
Change+151 (+19%)
Value$481.0K (+$73.2K)
Filed 2026-10-19
Avid Wealth Partners LLC
INCREASED
Shares966 from 950
Change+16 (+2%)
Value$481.0K (+$5.7K)
Filed 2026-11-03
Chapman Investment Management, LLC
NEW
Shares963
Change+963
Value$479.5K
Filed 2026-11-03
Integrated Wealth Management
DECREASED
Shares963 from 979
Change-16 (-2%)
Value$479.6K (-$10.4K)
Filed 2026-10-19
Shade Tree Advisors LLC
NEW
Shares962
Change+962
Value$479.0K
Filed 2026-10-22
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$479.0K (-$2.3K)
Filed 2026-10-08
Worth Financial Advisory Group, LLC
INCREASED
Shares959 from 849
Change+110 (+13%)
Value$477.5K (+$52.7K)
Filed 2026-10-19
L.K. Benson & Company, P.C.
UNCHANGED
Shares956 from 956
Change0 (0%)
Value$476.0K (-$2.3K)
Filed 2026-10-23
Value Investment Professionals, LLC
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$475.0K (-$2.3K)
Filed 2026-10-13
Somerset Trust Co
INCREASED
Shares952 from 724
Change+228 (+31%)
Value$474.0K (+$111.8K)
Filed 2026-10-13
Downshift Financial, LLC
INCREASED
Shares952 from 786
Change+166 (+21%)
Value$474.0K (+$80.7K)
Filed 2026-10-13
United Financial Planning Group LLC
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$474.0K (-$2.3K)
Filed 2026-11-04
Clark Financial Services Group Inc
DECREASED
Shares951 from 982
Change-31 (-3%)
Value$473.6K (-$17.8K)
Filed 2026-10-19
Cox Capital Mgt LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$473.1K (-$2.3K)
Filed 2026-10-07
Lifelong Wealth Advisors, Inc.
INCREASED
Shares947 from 928
Change+19 (+2%)
Value$471.6K (+$7.2K)
Filed 2026-10-19
Hara Capital LLC
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$469.1K (-$2.3K)
Filed 2026-10-30
One Advisory Partners, LLC
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$468.6K (-$2.3K)
Filed 2026-10-22
ACT Advisors, Llc.
INCREASED
Shares940 from 848
Change+92 (+11%)
Value$468.1K (+$43.7K)
Filed 2026-10-15
Westover Capital Advisors, LLC
DECREASED
Shares940 from 960
Change-20 (-2%)
Value$468.1K (-$12.3K)
Filed 2026-10-26
Griffith & Werner, Inc.
NEW
Shares938
Change+938
Value$467.1K
Filed 2026-11-04
Hoge Financial Services, LLC
INCREASED
Shares938 from 892
Change+46 (+5%)
Value$467.1K (+$20.7K)
Filed 2026-11-05
Moller Wealth Partners
UNCHANGED
Shares934 from 934
Change0 (0%)
Value$465.1K (-$2.3K)
Filed 2026-10-15
Wilkins Miller Wealth Management, LLC
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$464.1K (-$2.3K)
Filed 2026-10-13
Archvest Wealth Advisors, Inc.
INCREASED
Shares929 from 779
Change+150 (+19%)
Value$462.6K (+$72.8K)
Filed 2026-10-29
Level Wealth Management LLC
INCREASED
Shares927 from 829
Change+98 (+12%)
Value$461.6K (+$46.8K)
Filed 2026-10-23
Finward Bancorp
DECREASED
Shares926 from 1,188
Change-262 (-22%)
Value$461.1K (-$133.4K)
Filed 2026-10-14
Greg Jennings, LLC
NEW
Shares920
Change+920
Value$458.1K
Filed 2026-10-19
Golden Bell Financial Planning LLC
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$457.1K (-$2.2K)
Filed 2026-11-02
Farrow Financial, Inc.
DECREASED
Shares913 from 958
Change-45 (-5%)
Value$454.6K (-$24.7K)
Filed 2026-10-30
Oregon Pacific Wealth Management, LLC
DECREASED
Shares911 from 1,051
Change-140 (-13%)
Value$453.6K (-$72.3K)
Filed 2026-10-20
Stewardship Concepts Financial Services LLC
UNCHANGED
Shares911 from 911
Change0 (0%)
Value$453.6K (-$2.2K)
Filed 2026-10-06
Valley Wealth Managers, Inc.
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$450.6K (-$2.2K)
Filed 2026-10-09
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$450.1K (-$2.2K)
Filed 2026-10-15
Towne Trust Company, N.a
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$449.6K (-$2.2K)
Filed 2026-10-28
Shakespeare Wealth Management, LLC
NEW
Shares902
Change+902
Value$449.2K
Filed 2026-10-28
Wallington Asset Management, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$448.2K (-$2.2K)
Filed 2026-11-04
Lakeshore Financial Planning, Inc.
INCREASED
Shares898 from 881
Change+17 (+2%)
Value$447.2K (+$6.3K)
Filed 2026-10-13
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares898 from 886
Change+12 (+1%)
Value$447.2K (+$3.8K)
Filed 2026-10-26
American National Bank of Texas
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$447.2K (-$2.2K)
Filed 2026-10-07
Elco Management Co., LLC
UNCHANGED
Shares895 from 895
Change0 (0%)
Value$445.7K (-$2.2K)
Filed 2026-10-14
Arta Finance Wealth Management LLC
INCREASED
Shares883 from 804
Change+79 (+10%)
Value$439.7K (+$37.4K)
Filed 2026-10-28
PFS Partners, LLC
DECREASED
Shares883 from 904
Change-21 (-2%)
Value$439.7K (-$12.7K)
Filed 2026-10-21
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$439.7K (-$2.2K)
Filed 2026-10-29
Beacon Bank & Trust
DECREASED
Shares881 from 924
Change-43 (-5%)
Value$438.7K (-$23.7K)
Filed 2026-10-27
Adell Harriman & Carpenter Inc
DECREASED
Shares875 from 925
Change-50 (-5%)
Value$435.7K (-$27.2K)
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares875 from 833
Change+42 (+5%)
Value$435.9K (+$18.8K)
Filed 2026-11-03
Ballast Rock Private Wealth LLC
INCREASED
Shares874 from 494
Change+380 (+77%)
Value$435.2K (+$188.0K)
Filed 2026-10-26
LVZ, Inc.
DECREASED
Shares872 from 895
Change-23 (-3%)
Value$434.2K (-$13.6K)
Filed 2026-10-20
PUREfi Wealth, LLC
INCREASED
Shares869 from 859
Change+10 (+1%)
Value$432.7K (+$2.9K)
Filed 2026-10-19
AJ Advisors, LLC
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$432.7K (-$2.1K)
Filed 2026-10-29
American Capital Advisory, LLC
INCREASED
Shares868 from 864
Change+4 (+0%)
Value$432.2K (-$116)
Filed 2026-10-28
Reliant Investment Management, LLC
INCREASED
Shares867 from 845
Change+22 (+3%)
Value$431.7K (+$8.9K)
Filed 2026-10-14
Trellis Wealth Advisors LLC
DECREASED
Shares866 from 1,115
Change-249 (-22%)
Value$431.2K (-$126.7K)
Filed 2026-10-19
Old Peak Finance LLC
INCREASED
Shares866 from 773
Change+93 (+12%)
Value$431.2K (+$44.4K)
Filed 2026-11-02
Investment Advisory Services Inc
INCREASED
Shares865 from 700
Change+165 (+24%)
Value$430.9K (+$80.6K)
Filed 2026-10-27
Commons Capital, LLC
DECREASED
Shares865 from 900
Change-35 (-4%)
Value$430.7K (-$19.6K)
Filed 2026-11-05
SilverOak Wealth Management LLC
DECREASED
Shares865 from 881
Change-16 (-2%)
Value$430.7K (-$10.1K)
Filed 2026-10-29
Builder Investment Group Inc
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$429.2K (-$2.1K)
Filed 2026-10-22
marrick wealth, LLC
INCREASED
Shares861 from 858
Change+3 (+0%)
Value$428.7K (-$600)
Filed 2026-10-20
FCG Investment Co
UNCHANGED
Shares861 from 861
Change0 (0%)
Value$428.7K (-$2.1K)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
DECREASED
Shares860 from 877
Change-17 (-2%)
Value$428.2K (-$10.6K)
Filed 2026-10-14
Breachway Investments LLC
INCREASED
Shares859 from 419
Change+440 (+105%)
Value$427.7K (+$218.1K)
Filed 2026-10-19
True Wealth Design, LLC
INCREASED
Shares859 from 744
Change+115 (+15%)
Value$427.7K (+$55.4K)
Filed 2026-10-13
Cannon Advisors, Inc.
DECREASED
Shares859 from 944
Change-85 (-9%)
Value$447.2K (-$16.4K)
Filed 2026-10-14
Sagace Wealth Management LLC
INCREASED
Shares859 from 858
Change+1 (+0%)
Value$427.7K (-$1.6K)
Filed 2026-10-28
Cowa, LLC
INCREASED
Shares855 from 706
Change+149 (+21%)
Value$425.7K (+$72.5K)
Filed 2026-10-30
Finer Wealth Management, Inc.
DECREASED
Shares853 from 856
Change-3 (0%)
Value$424.8K (-$3.6K)
Filed 2026-10-16
Guardian Wealth Advisors, LLC
INCREASED
Shares852 from 560
Change+292 (+52%)
Value$462.6K (+$182.4K)
Filed 2026-10-30
15 Wealth Advisors LLC
NEW
Shares845
Change+845
Value$420.8K
Filed 2026-10-14
Grantvest Financial Group LLC
INCREASED
Shares845 from 746
Change+99 (+13%)
Value$420.8K (+$47.5K)
Filed 2026-10-21
Client 1ST Advisory Group, LLC
DECREASED
Shares839 from 972
Change-133 (-14%)
Value$417.8K (-$68.6K)
Filed 2026-10-19
Portland Financial Advisors Inc
DECREASED
Shares838 from 1,192
Change-354 (-30%)
Value$417.3K (-$179.2K)
Filed 2026-10-26
Single Point Partners, LLC
DECREASED
Shares838 from 853
Change-15 (-2%)
Value$417.4K (-$9.4K)
Filed 2026-10-19
ADG Wealth Management Group, LLC
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$415.8K (-$2.0K)
Filed 2026-10-23
Ehrlich Financial Group
DECREASED
Shares834 from 850
Change-16 (-2%)
Value$415.3K (-$10.0K)
Filed 2026-10-20
Walker Asset Management, LLC
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$415.3K (-$2.0K)
Filed 2026-10-13
Targeted Financial Services LLC
INCREASED
Shares833 from 799
Change+34 (+4%)
Value$414.8K (+$15.1K)
Filed 2026-10-19
MontVue Capital Management, Inc.
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$413.8K (-$2.0K)
Filed 2026-10-19
ICW Investment Advisors LLC
DECREASED
Shares829 from 911
Change-82 (-9%)
Value$413.0K (-$42.6K)
Filed 2026-10-27
Next Level Wealth Planning, LLC
UNCHANGED
Shares829 from 829
Change0 (0%)
Value$412.8K (-$2.0K)
Filed 2026-10-29
St. Clair Advisors, LLC
NEW
Shares824
Change+824
Value$410.3K
Filed 2026-10-13
Longview Financial Advisors, Inc.
NEW
Shares820
Change+820
Value$408.4K
Filed 2026-10-09
Kagan Cocozza Asset Management
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$408.3K (-$2.0K)
Filed 2026-10-19
Stone Summit Wealth LLC
DECREASED
Shares818 from 833
Change-15 (-2%)
Value$407.3K (-$9.5K)
Filed 2026-10-14
WealthCare Asset Management, LLC
DECREASED
Shares811 from 2,064
Change-1,253 (-61%)
Value$403.8K (-$629.0K)
Filed 2026-10-26
Financial Planning Navigators Corp
DECREASED
Shares810 from 830
Change-20 (-2%)
Value$403.3K (-$12.0K)
Filed 2026-10-14
Ferguson Shapiro LLC
UNCHANGED
Shares809 from 809
Change0 (0%)
Value$402.8K (-$2.0K)
Filed 2026-10-16
Encompass More Asset Management
NEW
Shares808
Change+808
Value$402.3K
Filed 2026-10-16
Peddock Capital Advisors, LLC
DECREASED
Shares808 from 1,124
Change-316 (-28%)
Value$402.3K (-$160.1K)
Filed 2026-10-16
Woodward Diversified Capital, LLC
DECREASED
Shares808 from 841
Change-33 (-4%)
Value$402.3K (-$18.5K)
Filed 2026-10-21
DWR Wealth Management, LLC
INCREASED
Shares807 from 806
Change+1 (+0%)
Value$405.4K (+$5.6K)
Filed 2026-10-13
Stewardship Advisors, LLC
INCREASED
Shares805 from 734
Change+71 (+10%)
Value$400.9K (+$33.6K)
Filed 2026-10-20
Financial Guidance Group, Inc.
INCREASED
Shares804 from 788
Change+16 (+2%)
Value$400.4K (+$6.0K)
Filed 2026-10-21
RHS Financial, LLC
UNCHANGED
Shares804 from 804
Change0 (0%)
Value$400.4K (-$2.0K)
Filed 2026-10-13
Stegent Equity Advisors, Inc.
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$399.4K (-$2.0K)
Filed 2026-10-13
Grove Street Fiduciary, LLC
DECREASED
Shares800 from 1,800
Change-1,000 (-56%)
Value$398.4K (-$502.3K)
Filed 2026-10-13
Tucker Asset Management LLC
DECREASED
Shares800 from 836
Change-36 (-4%)
Value$398.6K (-$19.7K)
Filed 2026-10-29
N10 Assets, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$398.4K (-$2.0K)
Filed 2026-10-14
Ascent Wealth Partners, LLC
INCREASED
Shares798 from 778
Change+20 (+3%)
Value$397.4K (+$8.1K)
Filed 2026-10-23
Greenhouse Wealth Management, LLC
DECREASED
Shares797 from 807
Change-10 (-1%)
Value$396.9K (-$6.9K)
Filed 2026-10-20
Morling Financial Advisors, LLC
INCREASED
Shares796 from 795
Change+1 (+0%)
Value$396.4K (-$1.4K)
Filed 2026-10-28
LifeGoal Investments, LLC
INCREASED
Shares793 from 675
Change+118 (+17%)
Value$394.9K (+$57.1K)
Filed 2026-10-09
Climber Capital SA
INCREASED
Shares791 from 754
Change+37 (+5%)
Value$373.5K (-$3.1K)
Filed 2026-10-20
Madden Securities Corp
DECREASED
Shares791 from 798
Change-7 (-1%)
Value$393.9K (-$5.4K)
Filed 2026-10-27
Successful Portfolios LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$393.2K (+$7.2K)
Filed 2026-10-09
Rockline Wealth Management, LLC
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$386.9K (-$1.9K)
Filed 2026-10-26
MAD River Investors
INCREASED
Shares775 from 625
Change+150 (+24%)
Value$385.9K (+$73.2K)
Filed 2026-10-27
Stolz & Associates, PS
DECREASED
Shares774 from 898
Change-124 (-14%)
Value$385.4K (-$63.9K)
Filed 2026-11-05
Investment Management Associates Inc
DECREASED
Shares773 from 832
Change-59 (-7%)
Value$384.9K (-$31.4K)
Filed 2026-10-29
Purus Wealth Management, LLC
DECREASED
Shares771 from 825
Change-54 (-7%)
Value$383.9K (-$28.9K)
Filed 2026-10-15
Kessler Investment Group, LLC
DECREASED
Shares771 from 824
Change-53 (-6%)
Value$383.9K (-$28.4K)
Filed 2026-10-08
JBGlobal.com LLC
DECREASED
Shares769 from 774
Change-5 (-1%)
Value$382.9K (-$4.4K)
Filed 2026-10-13
Layline Advisors, LLC
DECREASED
Shares768 from 788
Change-20 (-3%)
Value$382.4K (-$11.9K)
Filed 2026-11-02
Clark & Stuart, Inc
INCREASED
Shares763 from 646
Change+117 (+18%)
Value$379.9K (+$56.7K)
Filed 2026-10-14
Floyd Financial Group LLC
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$397.2K (+$22.5K)
Filed 2026-10-28
Kraft, Davis & Associates, LLC
DECREASED
Shares762 from 774
Change-12 (-2%)
Value$404.4K (+$17.6K)
Filed 2026-10-21
Shepherd Street Advisors LLC
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$392.9K (+$20.8K)
Filed 2026-10-21
Invested Advisors
DECREASED
Shares758 from 787
Change-29 (-4%)
Value$377.4K (-$16.4K)
Filed 2026-10-23
MinichMacGregor Wealth Management, LLC
DECREASED
Shares757 from 774
Change-17 (-2%)
Value$377.4K (-$10.4K)
Filed 2026-10-14
E6 Portfolios, LLC
INCREASED
Shares757 from 752
Change+5 (+1%)
Value$376.9K (+$623)
Filed 2026-10-26
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares756 from 776
Change-20 (-3%)
Value$376.4K (-$11.9K)
Filed 2026-10-13
Unified Investment Management
DECREASED
Shares755 from 758
Change-3 (0%)
Value$376.0K (-$3.3K)
Filed 2026-10-14
Hager Investment Management Services, LLC
DECREASED
Shares754 from 757
Change-3 (0%)
Value$375.5K (-$3.3K)
Filed 2026-11-04
Biltmore Wealth Management, LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$374.0K (-$1.8K)
Filed 2026-10-09
Prism Advisors, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$383.3K (+$8.0K)
Filed 2026-10-09
WealthCare Investment Partners, LLC
UNCHANGED
Shares748 from 748
Change0 (0%)
Value$372.5K (-$1.8K)
Filed 2026-11-05
Horizons Wealth Management
NEW
Shares747
Change+747
Value$372.0K
Filed 2026-10-05
Marotta Asset Management
DECREASED
Shares747 from 753
Change-6 (-1%)
Value$372.0K (-$4.3K)
Filed 2026-10-02
Castleview Partners, LLC
INCREASED
Shares745 from 563
Change+182 (+32%)
Value$371.0K (+$89.3K)
Filed 2026-10-09
Sound Financial Strategies Group, LLC
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$369.0K (-$1.8K)
Filed 2026-10-30
Richard Young Associates, Ltd.
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$368.5K (-$1.8K)
Filed 2026-11-03
Peak Financial Management, Inc.
DECREASED
Shares739 from 761
Change-22 (-3%)
Value$368.0K (-$12.8K)
Filed 2026-10-16
Chiron Capital Management, LLC
INCREASED
Shares739 from 734
Change+5 (+1%)
Value$367.8K (+$547)
Filed 2026-10-15
Retirement Guys Formula LLC
INCREASED
Shares738 from 568
Change+170 (+30%)
Value$367.5K (+$83.3K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$367.0K (-$1.8K)
Filed 2026-10-23
Eagle Rock Investment Company, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$365.5K (-$1.8K)
Filed 2026-10-21
Mainsail Financial Group, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$365.5K (-$1.8K)
Filed 2026-10-23
MBE Wealth Management, LLC
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$362.2K (-$1.8K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
DECREASED
Shares726 from 2,144
Change-1,418 (-66%)
Value$361.3K (-$711.5K)
Filed 2026-11-04
Redwood Family Wealth LLC
INCREASED
Shares725 from 582
Change+143 (+25%)
Value$361.0K (+$69.8K)
Filed 2026-10-20
Flower City Capital
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$361.0K (-$1.8K)
Filed 2026-10-15
ETF Store, Inc.
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$360.5K (-$1.8K)
Filed 2026-10-19
Innovative Wealth Building LLC
INCREASED
Shares723 from 714
Change+9 (+1%)
Value$360.0K (+$2.7K)
Filed 2026-10-14
Morton Brown Family Wealth, LLC
INCREASED
Shares723 from 714
Change+9 (+1%)
Value$360.0K (+$2.7K)
Filed 2026-10-23
Towneley Capital Management, Inc / de
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$358.5K (-$1.8K)
Filed 2026-10-09
OxenFree Capital LLC
INCREASED
Shares717 from 713
Change+4 (+1%)
Value$362.7K (+$3.3K)
Filed 2026-10-07
Chatham Capital Group, Inc.
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$356.5K (-$1.7K)
Filed 2026-10-16
OmniStar Financial Group, Inc.
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$355.5K (-$1.7K)
Filed 2026-10-26
21 West Wealth Management LLC
DECREASED
Shares712 from 723
Change-11 (-2%)
Value$354.5K (-$7.2K)
Filed 2026-10-13
Meritas Wealth Management, LLC
DECREASED
Shares710 from 1,357
Change-647 (-48%)
Value$353.5K (-$325.5K)
Filed 2026-10-14
Carolina Wealth Advisors, LLC
INCREASED
Shares709 from 372
Change+337 (+91%)
Value$353.0K (+$166.9K)
Filed 2026-10-23
Hill Island Financial LLC
DECREASED
Shares705 from 715
Change-10 (-1%)
Value$351.1K (-$6.8K)
Filed 2026-10-20
Ariston Services Group
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$351.1K (-$1.7K)
Filed 2026-10-16
Halter Ferguson Financial Inc.
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$351.1K (-$1.7K)
Filed 2026-10-21
Tenzing Financial LLC
DECREASED
Shares703 from 734
Change-31 (-4%)
Value$374.2K (+$2.3K)
Filed 2026-11-03
Peck Wealth Management, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$348.6K (-$1.7K)
Filed 2026-10-29
Keystone Financial Group, Inc.
DECREASED
Shares699 from 728
Change-29 (-4%)
Value$348.1K (-$16.2K)
Filed 2026-10-13
Refined Wealth Management
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$347.6K (-$1.7K)
Filed 2026-10-13
Westbourne Investment Advisors, Inc.
NEW
Shares697
Change+697
Value$347.1K
Filed 2026-10-20
Echo45 Advisors LLC
DECREASED
Shares697 from 769
Change-72 (-9%)
Value$347.1K (-$37.7K)
Filed 2026-10-07
Midwest Professional Planners, Ltd.
DECREASED
Shares697 from 727
Change-30 (-4%)
Value$347.1K (-$16.7K)
Filed 2026-10-29
Aljian Capital Management, LLC
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$345.1K (-$1.7K)
Filed 2026-10-28
MilWealth Group LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$343.6K (-$1.7K)
Filed 2026-11-02
LifeWealth Investments, LLC
DECREASED
Shares689 from 695
Change-6 (-1%)
Value$343.1K (-$4.6K)
Filed 2026-10-21
Pathway Financial Advisors LLC
INCREASED
Shares688 from 680
Change+8 (+1%)
Value$342.6K (-$2.7K)
Filed 2026-10-07
Orgel Wealth Management, LLC
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$342.1K (-$1.7K)
Filed 2026-10-14
City Center Advisors, LLC
DECREASED
Shares685 from 890
Change-205 (-23%)
Value$341.1K (-$104.3K)
Filed 2026-10-08
Lighthouse Wealth Management Inc.
DECREASED
Shares683 from 731
Change-48 (-7%)
Value$340.2K (-$25.6K)
Filed 2026-10-13
Maltin Wealth Management, Inc.
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$340.1K (-$1.7K)
Filed 2026-10-13
Capital Squared Financial LLC
INCREASED
Shares682 from 665
Change+17 (+3%)
Value$339.6K (+$6.8K)
Filed 2026-10-30
Stanley-Laman Group, Ltd.
DECREASED
Shares681 from 685
Change-4 (-1%)
Value$339.1K (-$3.7K)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$339.1K (-$1.7K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
INCREASED
Shares680 from 410
Change+270 (+66%)
Value$338.6K (+$137.3K)
Filed 2026-11-02
Towercrest Capital Management
DECREASED
Shares680 from 709
Change-29 (-4%)
Value$338.6K (-$16.2K)
Filed 2026-10-23
Alliance Wealth Management Group
DECREASED
Shares680 from 709
Change-29 (-4%)
Value$338.6K (-$16.2K)
Filed 2026-10-29
Bay Capital Advisors, LLC
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$338.1K (-$1.7K)
Filed 2026-10-16
Stronghold Wealth Management L.L.C.
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$337.6K (-$1.7K)
Filed 2026-10-16
Xena Financial Planning, LLC
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$337.6K (-$1.7K)
Filed 2026-10-13
Bear Mountain Capital, Inc.
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$359.1K (+$27.6K)
Filed 2026-11-04
Narwhal Capital Management
INCREASED
Shares673 from 645
Change+28 (+4%)
Value$335.1K (+$12.4K)
Filed 2026-11-04
Town Capital LLC
DECREASED
Shares671 from 680
Change-9 (-1%)
Value$334.1K (-$6.1K)
Filed 2026-11-03
O'Connor Financial Group LLC
INCREASED
Shares669 from 662
Change+7 (+1%)
Value$333.1K (+$1.9K)
Filed 2026-10-26
Howard Wealth Management, LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$331.6K (-$1.6K)
Filed 2026-10-28
Rare Wolf Capital LLC
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$330.1K (-$1.6K)
Filed 2026-10-20
Sherman Wealth Management LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$328.6K (-$1.6K)
Filed 2026-10-16
Nearside Advisors, LLC
NEW
Shares658
Change+658
Value$327.7K
Filed 2026-10-20
Acima Private Wealth, LLC
DECREASED
Shares657 from 679
Change-22 (-3%)
Value$327.2K (-$12.6K)
Filed 2026-10-05
Prospera Capital Management, LLC
INCREASED
Shares657 from 641
Change+16 (+3%)
Value$327.2K (+$2.4K)
Filed 2026-10-19
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$325.7K (-$1.6K)
Filed 2026-10-16
Corundum Trust Company, Inc
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$325.2K (-$1.6K)
Filed 2026-10-29
Able Wealth Management LLC
DECREASED
Shares651 from 736
Change-85 (-12%)
Value$328.3K (-$40.0K)
Filed 2026-10-13
Family Legacy Financial Solutions, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$323.7K (-$1.6K)
Filed 2026-10-07
Legacies Wealth LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$323.7K (-$1.6K)
Filed 2026-11-02
Brian LOW Financial Group, LLC
DECREASED
Shares649 from 655
Change-6 (-1%)
Value$323.2K (-$4.6K)
Filed 2026-10-28
Petredis Investment Advisors LLC
DECREASED
Shares648 from 675
Change-27 (-4%)
Value$322.7K (-$15.1K)
Filed 2026-10-20
Laurion Capital Management LP
DECREASED
Shares646 from 736
Change-90 (-12%)
Value$321.7K (-$46.6K)
Filed 2026-10-30
Joseph Group Capital Management
INCREASED
Shares646 from 580
Change+66 (+11%)
Value$321.7K (+$31.5K)
Filed 2026-11-04
Penn Davis Mcfarland Inc
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$321.2K (-$1.6K)
Filed 2026-10-23
BNC Wealth Management, LLC
DECREASED
Shares642 from 655
Change-13 (-2%)
Value$319.7K (-$8.1K)
Filed 2026-10-19
Juncture Wealth Strategies, LLC
DECREASED
Shares641 from 1,946
Change-1,305 (-67%)
Value$319.4K (-$654.4K)
Filed 2026-10-06
Manuka Financial, LLC
INCREASED
Shares641 from 551
Change+90 (+16%)
Value$319.2K (+$43.5K)
Filed 2026-10-16
Foundry Financial LLC
NEW
Shares640
Change+640
Value$318.4K
Filed 2026-10-16
True Link Financial Advisors, LLC
INCREASED
Shares638 from 583
Change+55 (+9%)
Value$317.7K (+$26.0K)
Filed 2026-10-27
Haven Private, LLC
INCREASED
Shares637 from 602
Change+35 (+6%)
Value$317.2K (+$16.0K)
Filed 2026-10-27
Kaydan Wealth Management, Inc.
DECREASED
Shares636 from 653
Change-17 (-3%)
Value$316.7K (-$10.1K)
Filed 2026-10-08
Torrey Growth & Income Advisors
INCREASED
Shares635 from 633
Change+2 (+0%)
Value$317.8K (+$3.4K)
Filed 2026-11-04
Montgomery Investment Management Inc
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$315.7K (-$1.5K)
Filed 2026-10-26
Broadway Wealth Solutions, Inc.
NEW
Shares633
Change+633
Value$315.2K
Filed 2026-10-21
AFG Fiduciary Services Limited Partnership
DECREASED
Shares632 from 700
Change-68 (-10%)
Value$329.2K (-$26.1K)
Filed 2026-10-21
Dakota Community Bank & Trust NA
INCREASED
Shares631 from 453
Change+178 (+39%)
Value$314.2K (+$87.5K)
Filed 2026-10-09
Foundry Financial Group, Inc.
INCREASED
Shares631 from 504
Change+127 (+25%)
Value$314.2K (+$62.0K)
Filed 2026-10-28
Royal Fund Management, LLC
INCREASED
Shares631 from 626
Change+5 (+1%)
Value$314.2K (+$962)
Filed 2026-10-22
BXM Wealth LLC
DECREASED
Shares628 from 658
Change-30 (-5%)
Value$312.7K (-$16.5K)
Filed 2026-11-03
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$312.7K (-$1.5K)
Filed 2026-11-02
Frederick Financial Consultants, LLC
INCREASED
Shares626 from 606
Change+20 (+3%)
Value$311.7K (+$8.5K)
Filed 2026-10-29
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares625 from 586
Change+39 (+7%)
Value$311.4K (+$18.0K)
Filed 2026-10-16
Code Waechter LLC
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$311.2K (-$1.5K)
Filed 2026-10-23
Mason & Associates, LLC
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$310.2K (-$1.5K)
Filed 2026-10-26
Values First Advisors, Inc.
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$309.2K (-$1.5K)
Filed 2026-10-23
RMG Wealth Management LLC
INCREASED
Shares620 from 610
Change+10 (+2%)
Value$340.8K (+$29.7K)
Filed 2026-10-26
Dixon Fnancial Services, Inc.
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$308.7K (-$1.5K)
Filed 2026-10-23
Donor Advised Charitable Giving, Inc.
DECREASED
Shares618 from 737
Change-119 (-16%)
Value$307.7K (-$61.1K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
DECREASED
Shares618 from 637
Change-19 (-3%)
Value$307.7K (-$11.0K)
Filed 2026-10-28
Opulen Financial Group LLC
INCREASED
Shares616 from 567
Change+49 (+9%)
Value$306.7K (+$23.0K)
Filed 2026-10-22
Bdfs Capital LLC
DECREASED
Shares614 from 622
Change-8 (-1%)
Value$305.8K (-$5.5K)
Filed 2026-10-14
Seek First Inc.
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$305.7K (-$1.5K)
Filed 2026-10-27
Pacific Wealth Management
DECREASED
Shares612 from 652
Change-40 (-6%)
Value$304.7K (-$21.5K)
Filed 2026-10-05
Clarity Wealth Development LLC
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$304.7K (-$1.5K)
Filed 2026-10-22
Genesis Private Wealth, LLC
NEW
Shares611
Change+611
Value$304.2K
Filed 2026-11-02
Vivid Wealth Management, LLC
INCREASED
Shares611 from 578
Change+33 (+6%)
Value$304.2K (+$15.0K)
Filed 2026-10-27
Asempa Wealth Advisors
INCREASED
Shares611 from 608
Change+3 (+0%)
Value$305.8K (+$1.6K)
Filed 2026-10-07
Wealth Advisors Northwest LLC
DECREASED
Shares610 from 631
Change-21 (-3%)
Value$303.8K (-$12.0K)
Filed 2026-10-29
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares608 from 1,004
Change-396 (-39%)
Value$302.8K (-$199.6K)
Filed 2026-10-26
Centennial Advisors, LLC
INCREASED
Shares608 from 494
Change+114 (+23%)
Value$302.8K (+$55.6K)
Filed 2026-10-21
Dara Capital US, Inc.
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$302.8K (-$1.5K)
Filed 2026-10-29
Saxon Interests, Inc.
DECREASED
Shares607 from 808
Change-201 (-25%)
Value$302.3K (-$102.1K)
Filed 2026-10-26
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares607 from 594
Change+13 (+2%)
Value$302.3K (+$5.0K)
Filed 2026-10-08
Foundation Wealth Management, Llc\pa
INCREASED
Shares606 from 574
Change+32 (+6%)
Value$301.8K (+$14.5K)
Filed 2026-10-14
Pacific Capital Wealth Advisors, Inc.
NEW
Shares605
Change+605
Value$301.4K
Filed 2026-10-22
One Plus One Wealth Management, LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$301.3K (-$1.5K)
Filed 2026-10-16
Brewster Financial Planning LLC
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$300.8K (-$1.5K)
Filed 2026-10-13
Serenity Investment Advisors
DECREASED
Shares603 from 630
Change-27 (-4%)
Value$300.3K (-$12.8K)
Filed 2026-10-30
CWC Advisors, Llc.
INCREASED
Shares600 from 580
Change+20 (+3%)
Value$298.8K (+$8.5K)
Filed 2026-10-15
Southern Capital Advisors, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$298.8K (-$1.5K)
Filed 2026-10-26
Skylands Capital, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$298.8K (-$1.5K)
Filed 2026-10-21
Prism Planning Partners LLC
INCREASED
Shares599 from 597
Change+2 (+0%)
Value$298.3K (-$460)
Filed 2026-10-27
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares599 from 597
Change+2 (+0%)
Value$298.3K (-$461)
Filed 2026-11-03
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$297.8K (-$1.5K)
Filed 2026-10-09
Signature Equity Partners, LLC
INCREASED
Shares597 from 519
Change+78 (+15%)
Value$297.3K (+$37.6K)
Filed 2026-10-29
Aquire Wealth Advisors, LLC
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$297.3K (-$1.5K)
Filed 2026-10-23
Meadow Creek Wealth Advisors LLC
INCREASED
Shares594 from 448
Change+146 (+33%)
Value$295.8K (+$71.6K)
Filed 2026-11-02
Omega Financial Group, LLC
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$295.8K (-$1.5K)
Filed 2026-10-29
Integrity Investment Advisors, LLC
INCREASED
Shares593 from 466
Change+127 (+27%)
Value$295.3K (+$62.1K)
Filed 2026-11-03
Alterna Wealth Management, Inc
DECREASED
Shares591 from 831
Change-240 (-29%)
Value$294.3K (-$121.5K)
Filed 2026-10-27
J.Safra Asset Management Corp
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$294.3K (-$1.4K)
Filed 2026-11-03
Old Second National Bank of Aurora
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$294.3K (-$1.4K)
Filed 2026-10-22
Nicollet Investment Management, Inc.
NEW
Shares587
Change+587
Value$292
Filed 2026-10-14
Legacy Wealth Management, LLC / MS
DECREASED
Shares586 from 668
Change-82 (-12%)
Value$291.8K (-$42.5K)
Filed 2026-10-30
Innova Wealth Partners
INCREASED
Shares585 from 465
Change+120 (+26%)
Value$291.3K (+$58.6K)
Filed 2026-10-21
Urban Wealth Management, LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$291.3K (-$1.4K)
Filed 2026-10-21
Ulrich Consultants & Investment Group, LLC
NEW
Shares583
Change+583
Value$290.3K
Filed 2026-10-13
Koenig Investment Advisory, LLC
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$290.3K (-$1.4K)
Filed 2026-10-09
KOM Wealth Management Group, LLC
DECREASED
Shares581 from 756
Change-175 (-23%)
Value$289.3K (-$89.0K)
Filed 2026-10-15
Howard Bailey Securities, LLC
DECREASED
Shares581 from 583
Change-2 (0%)
Value$289.2K (-$2.4K)
Filed 2026-10-27
Sfam, LLC
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$289.3K (-$1.4K)
Filed 2026-11-03
Blue Square Asset Management, LLC
DECREASED
Shares580 from 601
Change-21 (-3%)
Value$288.8K (-$11.9K)
Filed 2026-11-02
Pachira Investments Inc.
DECREASED
Shares577 from 653
Change-76 (-12%)
Value$287.3K (-$39.4K)
Filed 2026-10-14
Montchanin Asset Management, LLC
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$287 (-$287.7K)
Filed 2026-11-02
Atlatl Advisers LLC
INCREASED
Shares575 from 543
Change+32 (+6%)
Value$286.3K (+$14.6K)
Filed 2026-10-22
Mendel Money Management
INCREASED
Shares574 from 547
Change+27 (+5%)
Value$285.8K (+$12.1K)
Filed 2026-11-02
Aerodigm Wealth, LLC
DECREASED
Shares572 from 615
Change-43 (-7%)
Value$284.7K (-$23.0K)
Filed 2026-10-16
Evolution Wealth Management Inc.
DECREASED
Shares569 from 687
Change-118 (-17%)
Value$283.3K (-$60.4K)
Filed 2026-10-28
Sunrise Financial Services, LLC
INCREASED
Shares568 from 518
Change+50 (+10%)
Value$282.8K (+$23.6K)
Filed 2026-10-21
Ebert Capital Management Inc.
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$281.8K (-$1.4K)
Filed 2026-10-08
Legal Advantage Investments, Inc.
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$281.8K (-$1.4K)
Filed 2026-10-13
Larry Mathis Financial Planning, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$281.3K (-$1.4K)
Filed 2026-10-26
Marion Wealth Management
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$280.3K (-$1.4K)
Filed 2026-10-22
Cottage Street Advisors LLC
INCREASED
Shares562 from 497
Change+65 (+13%)
Value$279.8K (+$31.2K)
Filed 2026-10-19
Dillon & Associates Inc
DECREASED
Shares562 from 564
Change-2 (0%)
Value$280 (-$281.7K)
Filed 2026-10-22
Sound Stewardship, LLC
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$279.4K (-$1.4K)
Filed 2026-10-14
Schulz Wealth, Ltd.
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$278.9K (-$1.4K)
Filed 2026-11-03
Turning Point Benefit Group, Inc.
DECREASED
Shares557 from 600
Change-43 (-7%)
Value$278.8K (-$21.4K)
Filed 2026-10-28
RFG Holdings, Inc.
INCREASED
Shares556 from 550
Change+6 (+1%)
Value$276.9K (+$1.6K)
Filed 2026-10-30
Balentine LLC
DECREASED
Shares552 from 1,199
Change-647 (-54%)
Value$274.9K (-$325.1K)
Filed 2026-11-03
Retiremitten Financial LLC
INCREASED
Shares552 from 535
Change+17 (+3%)
Value$298.3K (+$30.6K)
Filed 2026-11-05
Bucket List Wealth Management, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$273.9K (-$1.3K)
Filed 2026-10-22
Camelot Technology Advisors, Inc.
INCREASED
Shares549 from 526
Change+23 (+4%)
Value$273.4K (+$10.2K)
Filed 2026-10-09
Pacific Wealth Strategies Group, Inc.
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$272.9K (-$1.3K)
Filed 2026-11-02
IMG Wealth Management, Inc.
INCREASED
Shares543 from 299
Change+244 (+82%)
Value$270.4K (+$120.8K)
Filed 2026-10-27
Portus Wealth Advisors, LLC
INCREASED
Shares543 from 542
Change+1 (+0%)
Value$270.4K (-$824)
Filed 2026-10-13
Catalyst Investment Management LLC
INCREASED
Shares541 from 512
Change+29 (+6%)
Value$269.4K (+$13.2K)
Filed 2026-10-21
Navigoe, LLC
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$269 (-$269.7K)
Filed 2026-11-04
Kuhn & Co Investment Counsel
INCREASED
Shares540 from 509
Change+31 (+6%)
Value$268.9K (+$14.2K)
Filed 2026-10-29
High Point Wealth Management, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$268.9K (-$1.3K)
Filed 2026-11-05
Dala Group, LLC
DECREASED
Shares539 from 552
Change-13 (-2%)
Value$268.4K (-$7.8K)
Filed 2026-10-29
Frontier Asset Management, LLC
INCREASED
Shares539 from 534
Change+5 (+1%)
Value$268.4K (+$1.2K)
Filed 2026-10-28
MRA Advisory Group
NEW
Shares538
Change+538
Value$268.1K
Filed 2026-10-07
Seneca Financial Advisors LLC
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$267.9K (-$1.3K)
Filed 2026-10-28
Thompson Davis & Co., Inc.
DECREASED
Shares537 from 582
Change-45 (-8%)
Value$267.4K (-$23.8K)
Filed 2026-11-05
Donalies Financial Planning, LLC
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$267.6K (-$1.3K)
Filed 2026-10-19
Family Wealth Partners, LLC
INCREASED
Shares536 from 513
Change+23 (+4%)
Value$266.9K (+$10.2K)
Filed 2026-10-20
E&R Wealth Management, LLC
DECREASED
Shares534 from 759
Change-225 (-30%)
Value$265.9K (-$113.9K)
Filed 2026-10-20
Fiscal Wisdom Wealth Management, LLC
DECREASED
Shares534 from 600
Change-66 (-11%)
Value$265.9K (-$34.3K)
Filed 2026-10-16
American Financial & TAX Strategies Inc
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$265.9K (-$1.3K)
Filed 2026-10-16
Virginia Wealth Management Group, Inc.
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$265.9K (-$1.3K)
Filed 2026-10-14
JDH Wealth Management, LLC
INCREASED
Shares533 from 501
Change+32 (+6%)
Value$265.4K (+$14.7K)
Filed 2026-10-20
Northern Capital Management, Inc.
DECREASED
Shares532 from 585
Change-53 (-9%)
Value$264.9K (-$27.8K)
Filed 2026-11-05
BAM Wealth Management, LLC
INCREASED
Shares531 from 401
Change+130 (+32%)
Value$264.4K (+$63.8K)
Filed 2026-10-15
Powers Advisory Group, LLC
INCREASED
Shares531 from 514
Change+17 (+3%)
Value$264.4K (+$7.2K)
Filed 2026-10-14
David J Yvars Group
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$264.4K (-$1.3K)
Filed 2026-10-09
DKM Wealth Management, Inc.
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$264.0K (-$1.3K)
Filed 2026-10-09
Raub Brock Capital Management LP
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$263.9K (-$1.3K)
Filed 2026-10-21
Crumly & Associates Inc.
NEW
Shares527
Change+527
Value$262.4K
Filed 2026-10-07
Aureum Wealth Management, LLC
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$261.9K (-$1.3K)
Filed 2026-10-15
Butensky & Cohen Financial Security, Inc
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$261.4K (-$1.3K)
Filed 2026-10-13
Sarver Vrooman Wealth Advisors
INCREASED
Shares524 from 319
Change+205 (+64%)
Value$260.9K (+$100.4K)
Filed 2026-10-01
Auour Investments LLC
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$260.4K (-$1.3K)
Filed 2026-10-28
Harpswell Capital Advisors, LLC
INCREASED
Shares521 from 425
Change+96 (+23%)
Value$259.4K (+$46.8K)
Filed 2026-10-09
B&D White Capital Company, LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$258.9K (-$1.3K)
Filed 2026-11-02
Eastover Investment Advisors LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$258.9K (-$1.3K)
Filed 2026-10-05
Wincap Financial LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$258.9K (-$1.3K)
Filed 2026-10-20
CrossGen Wealth, LLC
INCREASED
Shares519 from 495
Change+24 (+5%)
Value$258.4K (+$10.7K)
Filed 2026-10-30
Cambridge Capital Management, LLC
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$258.4K (-$1.3K)
Filed 2026-10-19
Beaumont Asset Management, L.L.C.
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$257.9K (-$1.3K)
Filed 2026-10-16
Shira Ridge Wealth Management
DECREASED
Shares516 from 701
Change-185 (-26%)
Value$256.9K (-$93.8K)
Filed 2026-10-09
Davidson Investment Advisors
INCREASED
Shares516 from 454
Change+62 (+14%)
Value$256.9K (+$29.8K)
Filed 2026-10-20
Veery Capital, LLC
DECREASED
Shares514 from 525
Change-11 (-2%)
Value$255.9K (-$6.8K)
Filed 2026-10-07
Madson Wealth Advisors Inc
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$255.9K (-$1.3K)
Filed 2026-10-13
Stegner Investment Associates Inc.
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$255.0K (-$1.3K)
Filed 2026-10-15
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares511 from 801
Change-290 (-36%)
Value$254.4K (-$146.4K)
Filed 2026-10-21
25 LLC
INCREASED
Shares511 from 486
Change+25 (+5%)
Value$254.5K (+$11.3K)
Filed 2026-10-13
Fjell Capital, LLC
INCREASED
Shares509 from 409
Change+100 (+24%)
Value$253.5K (+$48.8K)
Filed 2026-10-13
Freedom Financial Partners LLC
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$253.5K (-$1.2K)
Filed 2026-10-19
Barry Investment Advisors, LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$251.5K (-$1.2K)
Filed 2026-10-14
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$251.5K (-$1.2K)
Filed 2026-11-03
Stordahl Capital Management, Inc.
DECREASED
Shares503 from 509
Change-6 (-1%)
Value$250.5K (-$4.2K)
Filed 2026-10-22
Fulcrum Capital LLC
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$250.5K (-$1.2K)
Filed 2026-10-15
SoundView Advisors Inc.
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$249 (-$250.8K)
Filed 2026-11-04
RiverTree Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$249.0K (-$1.2K)
Filed 2026-10-13
Gainline Financial Partners, LLC
DECREASED
Shares496 from 499
Change-3 (-1%)
Value$247.0K (-$2.7K)
Filed 2026-10-15
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$247.0K (-$1.2K)
Filed 2026-10-29
Lifestyle Asset Management, Inc.
INCREASED
Shares495 from 455
Change+40 (+9%)
Value$246.5K (+$18.8K)
Filed 2026-10-20
Trust Investment Advisors
NEW
Shares493
Change+493
Value$245.5K
Filed 2026-10-20
Three Arch Wealth Management LLC
INCREASED
Shares493 from 487
Change+6 (+1%)
Value$245.5K (+$1.8K)
Filed 2026-10-20
Kendall Capital Management
INCREASED
Shares492 from 481
Change+11 (+2%)
Value$245.0K (+$4.3K)
Filed 2026-10-23
Infinity Wealth Counsel, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$243.0K (-$1.2K)
Filed 2026-10-15
SS&H Financial Advisors, Inc.
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$243 (-$243.8K)
Filed 2026-10-28
Clear Trail Advisors, LLC
DECREASED
Shares487 from 561
Change-74 (-13%)
Value$242.5K (-$38.2K)
Filed 2026-10-20
Rakuten Securities, Inc.
INCREASED
Shares486 from 315
Change+171 (+54%)
Value$242.0K (+$84.4K)
Filed 2026-11-02
IVC Wealth Advisors LLC
INCREASED
Shares486 from 474
Change+12 (+3%)
Value$242.0K (+$4.8K)
Filed 2026-10-23
Macroview Investment Management LLC
INCREASED
Shares484 from 462
Change+22 (+5%)
Value$241.0K (+$9.8K)
Filed 2026-10-26
Bluestem Financial Advisors, LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$241.2K (-$935)
Filed 2026-10-20
Summit Investment Advisory Services, LLC
DECREASED
Shares483 from 496
Change-13 (-3%)
Value$240.5K (-$7.7K)
Filed 2026-11-03
Ellerson Group Inc
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$269.1K (+$27.4K)
Filed 2026-11-04
Eagle Wealth Strategies LLC
INCREASED
Shares482 from 456
Change+26 (+6%)
Value$240.0K (+$11.8K)
Filed 2026-10-20
New Dimensions Wealth Management, LLC
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$239.5K (-$1.2K)
Filed 2026-11-02
Lesa Sroufe & Co
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$239 (-$239.8K)
Filed 2026-10-29
Kooman & Associates
INCREASED
Shares477 from 458
Change+19 (+4%)
Value$237.5K (+$8.3K)
Filed 2026-10-21
Legacy Solutions, LLC
DECREASED
Shares476 from 534
Change-58 (-11%)
Value$237.0K (-$30.2K)
Filed 2026-10-07
Sellwood Investment Partners LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$237.0K (-$1.2K)
Filed 2026-11-03
Strengthening Families & Communities, LLC
DECREASED
Shares474 from 499
Change-25 (-5%)
Value$236.0K (-$13.7K)
Filed 2026-10-21
Miramontes Capital, LLC
DECREASED
Shares472 from 479
Change-7 (-1%)
Value$235.0K (-$4.7K)
Filed 2026-10-19
Financial Advisory Corp
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$233.0K (-$1.1K)
Filed 2026-10-14
Hibernia Wealth Partners, LLC
NEW
Shares467
Change+467
Value$232.5K
Filed 2026-10-29
MKD Wealth Coaches, LLC
NEW
Shares465
Change+465
Value$231.5K
Filed 2026-10-09
Jessup Wealth Management, Inc
DECREASED
Shares465 from 3,980
Change-3,515 (-88%)
Value$231.5K (-$1.8M)
Filed 2026-10-20
Archer Investment Management, LLC
NEW
Shares464
Change+464
Value$231.0K
Filed 2026-10-13
Davis-Rea Ltd.
DECREASED
Shares460 from 977
Change-517 (-53%)
Value$229.1K (-$259.8K)
Filed 2026-10-13
Squire Investment Management Company, LLC
DECREASED
Shares458 from 699
Change-241 (-34%)
Value$228.1K (-$121.7K)
Filed 2026-11-03
WPG Advisers, LLC
INCREASED
Shares458 from 449
Change+9 (+2%)
Value$228.1K (+$3.4K)
Filed 2026-10-27
Foronjy Financial LLC
INCREASED
Shares457 from 431
Change+26 (+6%)
Value$227.8K (+$11.9K)
Filed 2026-10-14
Mullooly Asset Management, Inc.
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$227.6K (-$1.1K)
Filed 2026-10-30
Burkett Financial Services, LLC
DECREASED
Shares456 from 488
Change-32 (-7%)
Value$227.1K (-$17.1K)
Filed 2026-10-01
Klein Pavlis & Peasley Financial, Inc.
DECREASED
Shares452 from 501
Change-49 (-10%)
Value$225.1K (-$25.6K)
Filed 2026-10-13
LifeGuide Financial Advisors, LLC
INCREASED
Shares452 from 450
Change+2 (+0%)
Value$225.1K (-$103)
Filed 2026-10-20
FSA Wealth Partners, Inc.
NEW
Shares451
Change+451
Value$224.6K
Filed 2026-10-26
Delta Wealth Advisors LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$223.1K (-$1.1K)
Filed 2026-10-09
Kaizen Financial Strategies
DECREASED
Shares446 from 705
Change-259 (-37%)
Value$222.1K (-$130.2K)
Filed 2026-10-09
Clear Retirement Advice LLC
DECREASED
Shares446 from 453
Change-7 (-2%)
Value$222.1K (-$4.6K)
Filed 2026-10-22
Palacios Wealth Management, LLC
DECREASED
Shares443 from 473
Change-30 (-6%)
Value$220.6K (-$16.1K)
Filed 2026-11-04
Charis Legacy Partners, LLC
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$220.6K (-$1.1K)
Filed 2026-10-22
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$220.6K (-$1.1K)
Filed 2026-11-02
Santori & Peters, Inc.
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$220.6K (-$1.1K)
Filed 2026-10-26
Bishop & Co Investment Management, LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$219.1K (-$1.1K)
Filed 2026-11-05
Briggs Wealth Management, Inc
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$219.1K (-$1.1K)
Filed 2026-10-26
Pacific Park Financial, Inc.
DECREASED
Shares438 from 443
Change-5 (-1%)
Value$218.1K (-$3.6K)
Filed 2026-10-13
Jeppson Wealth Management, LLC
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$218.1K (-$1.1K)
Filed 2026-10-20
Blackston Financial Advisory Group, LLC
DECREASED
Shares437 from 546
Change-109 (-20%)
Value$217.6K (-$55.6K)
Filed 2026-11-04
Cultivar Capital, Inc.
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$216.6K (-$1.1K)
Filed 2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED
Shares434 from 430
Change+4 (+1%)
Value$216.1K (+$942)
Filed 2026-10-16
Stanich Group LLC
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$216.1K (-$1.1K)
Filed 2026-10-16
AdviceOne Advisory Services, LLC
INCREASED
Shares433 from 422
Change+11 (+3%)
Value$215.6K (+$4.4K)
Filed 2026-10-19
Sightline Wealth Advisors, LLC
NEW
Shares432
Change+432
Value$215.1K
Filed 2026-10-21
Carroll Advisory Group, LLC
NEW
Shares432
Change+432
Value$215.1K
Filed 2026-10-16
Center For Asset Management LLC
NEW
Shares430
Change+430
Value$214.1K
Filed 2026-10-16
Meredith Wealth Planning
DECREASED
Shares430 from 466
Change-36 (-8%)
Value$214.1K (-$19.1K)
Filed 2026-10-14
NewCorp Financial Services, Inc.
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$214.1K (-$1.0K)
Filed 2026-10-14
Rockport Wealth LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$214.1K (-$1.0K)
Filed 2026-11-03
Retirement Solution LLC
NEW
Shares428
Change+428
Value$213.1K
Filed 2026-10-27
Advisortrust Partners, LLC
DECREASED
Shares428 from 429
Change-1 (0%)
Value$213.1K (-$1.5K)
Filed 2026-11-02
Schorn Wealth LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$213.1K (-$1.0K)
Filed 2026-10-14
Wrenne Financial Planning LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$212.6K (-$1.0K)
Filed 2026-10-30
DecisionPoint Financial, LLC
INCREASED
Shares426 from 422
Change+4 (+1%)
Value$213.2K (+$2.3K)
Filed 2026-10-27
Trademark Financial Management, LLC
DECREASED
Shares424 from 434
Change-10 (-2%)
Value$211.1K (-$6.0K)
Filed 2026-10-23
Murphy & Mullick Capital Management Corp
INCREASED
Shares422 from 419
Change+3 (+1%)
Value$210.1K (+$469)
Filed 2026-11-02
Strong Tower Advisory Services
DECREASED
Shares421 from 455
Change-34 (-7%)
Value$209.6K (-$18.0K)
Filed 2026-10-13
Burkett Asset Management Ltd
NEW
Shares420
Change+420
Value$209.1K
Filed 2026-10-13
Blossom Wealth Management
NEW
Shares419
Change+419
Value$208.6K
Filed 2026-11-03
Dean, Jacobson Financial Services, LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$208.6K (-$1.0K)
Filed 2026-10-29
New Perspectives, Inc
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$208.1K (-$1.0K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$207.6K (-$1.0K)
Filed 2026-11-05
Stokes Capital Advisors, LLC
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$207.6K (-$1.0K)
Filed 2026-10-09
DMC Group, LLC
NEW
Shares416
Change+416
Value$207.1K
Filed 2026-10-26
Orba Wealth Advisors, L.L.C.
INCREASED
Shares414 from 406
Change+8 (+2%)
Value$206.2K (+$3.0K)
Filed 2026-10-23
Flagship Private Wealth, LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$206.2K (-$1.0K)
Filed 2026-11-05
Harrell Investment Partners, LLC
DECREASED
Shares412 from 570
Change-158 (-28%)
Value$205.2K (-$80.1K)
Filed 2026-10-15
BostonPremier Wealth LLC
INCREASED
Shares412 from 407
Change+5 (+1%)
Value$205.2K (+$1.5K)
Filed 2026-10-16
High Probability Advisors, LLC
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$205.2K (-$1.0K)
Filed 2026-10-19
Rainey & Randall Wealth Advisors Inc.
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$205.2K (-$1.0K)
Filed 2026-10-26
Strategic Wealth Investment Group, LLC
DECREASED
Shares410 from 591
Change-181 (-31%)
Value$204.2K (-$91.6K)
Filed 2026-10-29
TL Private Wealth
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$212.2K (+$5.6K)
Filed 2026-10-13
IFC & Insurance Marketing, Inc.
NEW
Shares409
Change+409
Value$203.7K
Filed 2026-10-16
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$203.7K (-$998)
Filed 2026-10-27
Purewater Capital LLC
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$203.2K (-$995)
Filed 2026-10-23
Arcataur Capital Management LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$201.7K (-$988)
Filed 2026-10-21
Ridgeline Wealth, LLC
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$209.8K (+$8.1K)
Filed 2026-10-14
Western Reserve Capital Management, LLC
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$200.7K (-$983)
Filed 2026-10-14
Kimelman & Baird, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$199.2K (-$976)
Filed 2026-11-03
Quaker Wealth Management, LLC
INCREASED
Shares398 from 397
Change+1 (+0%)
Value$198.2K (-$470)
Filed 2026-10-22
North Point Portfolio Managers Corp
NEW
Shares394
Change+394
Value$196.2K
Filed 2026-10-07
Steph & Co
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$193.7K (-$949)
Filed 2026-10-07
MB, Levis & Associates, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$189.2K (-$927)
Filed 2026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$189.2K (-$928)
Filed 2026-10-07
Kozak & Associates, Inc.
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$204.2K (+$15.3K)
Filed 2026-10-29
Investors Research Corp
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$187.7K (-$920)
Filed 2026-10-07
Wealth Analytics Partners, LLC
NEW
Shares370
Change+370
Value$184.2K
Filed 2026-10-19
Prudent Man Investment Management, Inc.
INCREASED
Shares368 from 162
Change+206 (+127%)
Value$183.2K (+$101.8K)
Filed 2026-11-03
Monetary Solutions, Ltd
INCREASED
Shares364 from 362
Change+2 (+1%)
Value$181.3K (+$113)
Filed 2026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$180.8K (-$886)
Filed 2026-10-20
West Financial Advisors, LLC
DECREASED
Shares360 from 363
Change-3 (-1%)
Value$179.3K (-$2.4K)
Filed 2026-10-22
Birch Capital Management, LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$178.3K (-$874)
Filed 2026-10-27
Wolff Wiese Magana LLC
INCREASED
Shares343 from 243
Change+100 (+41%)
Value$170.8K (+$49.2K)
Filed 2026-10-15
Bare Financial Services, Inc
INCREASED
Shares338 from 316
Change+22 (+7%)
Value$168.3K (+$10.2K)
Filed 2026-11-04
Horizon Financial Services, LLC
INCREASED
Shares335 from 275
Change+60 (+22%)
Value$166.7K (+$29.2K)
Filed 2026-11-04
Accordant Advisory Group Inc
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$159.3K (-$781)
Filed 2026-10-29
Proathlete Wealth Management LLC
INCREASED
Shares317 from 5
Change+312 (+6240%)
Value$157.8K (+$155.3K)
Filed 2026-10-15
Union Savings Bank
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$157.4K (-$771)
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED
Shares307 from 258
Change+49 (+19%)
Value$152.9K (+$23.8K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares303 from 333
Change-30 (-9%)
Value$150.9K (-$15.8K)
Filed 2026-11-04
Chung Wu Investment Group, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$149.4K (-$732)
Filed 2026-11-03
GGM Financial LLC
INCREASED
Shares298 from 198
Change+100 (+51%)
Value$148.4K (+$49.3K)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares289 from 365
Change-76 (-21%)
Value$143.9K (-$38.8K)
Filed 2026-10-16
Tower Trust & Investment Co
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$142.4K (-$698)
Filed 2026-10-28
KFG LLC
NEW
Shares278
Change+278
Value$138.4K
Filed 2026-11-02
Aventus Investment Advisors, Inc.
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$137.9K (-$676)
Filed 2026-10-09
Quest 10 Wealth Builders, Inc.
INCREASED
Shares276 from 233
Change+43 (+18%)
Value$137.2K (+$20.5K)
Filed 2026-11-02
Pioneer Family Office, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$136.9K (-$671)
Filed 2026-10-30
Align Financial, LLC
INCREASED
Shares273 from 256
Change+17 (+7%)
Value$136.0K (+$7.8K)
Filed 2026-10-16
First Financial Corp
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$132.5K (-$649)
Filed 2026-10-13
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$129 (-$129.9K)
Filed 2026-11-04
Goodman Advisory Group, LLC
NEW
Shares257
Change+257
Value$128.0K
Filed 2026-11-02
Sima Wealth Partners, LLC
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$128.0K (-$627)
Filed 2026-10-19
Fiduciary Advisors, Inc.
DECREASED
Shares250 from 256
Change-6 (-2%)
Value$124.5K (-$3.6K)
Filed 2026-10-16
Bullock Wealth Management Group
DECREASED
Shares247 from 268
Change-21 (-8%)
Value$123.6K (-$10.3K)
Filed 2026-10-09
Essential Investment Partners LLC
INCREASED
Shares240 from 187
Change+53 (+28%)
Value$119.5K (+$25.9K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares238 from 211
Change+27 (+13%)
Value$119 (-$105.9K)
Filed 2026-10-14
Friedenthal Financial
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$116.5K (-$571)
Filed 2026-10-27
Reap Financial Group, LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$111.0K (-$544)
Filed 2026-11-02
CGC Financial Services, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$108.6K (-$532)
Filed 2026-10-13
Redwood Park Advisors LLC
DECREASED
Shares212 from 219
Change-7 (-3%)
Value$105.6K (-$4.0K)
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
DECREASED
Shares199 from 209
Change-10 (-5%)
Value$99.1K (-$5.5K)
Filed 2026-11-03
Eukles Asset Management
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$96.6K (-$473)
Filed 2026-11-04
RHL Group, LLC
INCREASED
Shares189 from 95
Change+94 (+99%)
Value$93.9K (+$46.4K)
Filed 2026-11-04
FinArc Investments, Inc.
NEW
Shares187
Change+187
Value$93.1K
Filed 2026-10-14
Richardson Capital Management LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$90.1K (-$442)
Filed 2026-10-23
Raleigh Capital Management Inc.
NEW
Shares180
Change+180
Value$89.6K
Filed 2026-10-28
MidAtlantic Capital Management, Inc.
NEW
Shares177
Change+177
Value$88.1K
Filed 2026-11-05
Miller Global Investments, LLC
INCREASED
Shares176 from 61
Change+115 (+189%)
Value$87.6K (+$57.1K)
Filed 2026-10-02
Gables Capital Management Inc.
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$84.7K (-$414)
Filed 2026-11-04
Hanseatic Management Services Inc
NEW
Shares150
Change+150
Value$74.7K
Filed 2026-10-27
McCarley & Cook Financial Planners
DECREASED
Shares133 from 148
Change-15 (-10%)
Value$66.2K (-$7.8K)
Filed 2026-10-21
Lloyd Advisory Services, Llc.
DECREASED
Shares133 from 138
Change-5 (-4%)
Value$66.2K (-$2.8K)
Filed 2026-11-02
Frisco Financial Planning LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$65.7K (-$322)
Filed 2026-10-05
POM Investment Strategies, LLC
INCREASED
Shares129 from 112
Change+17 (+15%)
Value$64.2K (+$8.2K)
Filed 2026-10-20
Newton One Investments LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$58.3K (-$285)
Filed 2026-10-14
Team Financial Group, LLC
NEW
Shares113
Change+113
Value$56.3K
Filed 2026-10-30
Whipplewood Advisors, LLC
DECREASED
Shares111 from 129
Change-18 (-14%)
Value$55.3K (-$9.3K)
Filed 2026-10-20
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$60.7K (+$5.2K)
Filed 2026-10-29
Advocate Investing Services LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$49.8K (-$244)
Filed 2026-10-26
Pavaki Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$49.8K (-$244)
Filed 2026-10-26
William B. Walkup & Associates, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$49.8K (-$244)
Filed 2026-11-05
Kingdom Financial Group Llc.
DECREASED
Shares96 from 136
Change-40 (-29%)
Value$47.8K (-$20.3K)
Filed 2026-11-04
Strategic Advocates LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$40.3K (-$198)
Filed 2026-11-03
Summit Securities Group LLC
DECREASED
Shares80 from 425
Change-345 (-81%)
Value$39.8K (-$172.8K)
Filed 2026-11-05
Essex Investment Management Co LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$37.8K (-$186)
Filed 2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$34.9K (-$170)
Filed 2026-10-14
WestEnd Advisors, LLC
DECREASED
Shares63 from 88
Change-25 (-28%)
Value$31.4K (-$12.7K)
Filed 2026-10-27
Torren Management, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$31.4K (-$154)
Filed 2026-10-29
Nexus Investment Management ULC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$30.4K (-$149)
Filed 2026-10-27
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$26.6K (-$131)
Filed 2026-10-23
Livelsberger Financial Advisory
NEW
Shares50
Change+50
Value$24.9K
Filed 2026-10-28
Montgomery Financial Services LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$24.9K (-$122)
Filed 2026-11-03
Gen-Wealth Partners Inc
DECREASED
Shares38 from 81
Change-43 (-53%)
Value$18.9K (-$21.6K)
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares34
Change+34
Value$18.3K
Filed 2026-10-26
PayPay Securities Corp
INCREASED
Shares30 from 29
Change+1 (+3%)
Value$14.9K (+$428)
Filed 2026-10-27
Midwest Capital Advisors, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$14.9K (-$73)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
INCREASED
Shares29 from 26
Change+3 (+12%)
Value$14.4K (+$1.4K)
Filed 2026-10-30
Frankly Finances, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$13.4K (-$66)
Filed 2026-10-28
CFG Wealth Management Services, Inc.
NEW
Shares25
Change+25
Value$12.5K
Filed 2026-10-21
Inspire Investing, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$12.4K (-$61)
Filed 2026-10-22
Decker Retirement Planning Inc.
DECREASED
Shares22 from 83
Change-61 (-73%)
Value$11.0K (-$30.6K)
Filed 2026-10-19
Catherine Avery Investment Management LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$11.0K (-$54)
Filed 2026-10-14
NorthAvenue LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$10.0K (-$49)
Filed 2026-10-29
Caitong International Asset Management Co., Ltd
DECREASED
Shares6 from 2,843
Change-2,837 (-100%)
Value$3.0K (-$1.4M)
Filed 2026-10-29
Networth Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$3.0K (-$14)
Filed 2026-11-03
Reyes Financial Architecture, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$3.0K (-$14)
Filed 2026-10-22
FNY Investment Advisers, LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$0 ($0)
Filed 2026-10-16
iA Global Asset Management Inc.
CLOSED
Shares0 from 32,143
Change-32,143 (-100%)
Value$0 (-$16.1M)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 24,714
Change-24,714 (-100%)
Value$0 (-$12.4M)
Filed 2026-10-16
Hofer & Associates. Inc
CLOSED
Shares0 from 11,278
Change-11,278 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-13
Oak Thistle LLC
CLOSED
Shares0 from 10,236
Change-10,236 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-21
Wellington Shields & Co., LLC
CLOSED
Shares0 from 9,225
Change-9,225 (-100%)
Value$0 (-$4.6M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 5,669
Change-5,669 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 3,213
Change-3,213 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-27
BlueChip Wealth Advisors LLC
CLOSED
Shares0 from 2,688
Change-2,688 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Axiom Investment Management LLC
CLOSED
Shares0 from 2,597
Change-2,597 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
111 Capital
CLOSED
Shares0 from 2,079
Change-2,079 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
Sunesis Advisors, LLC
CLOSED
Shares0 from 1,688
Change-1,688 (-100%)
Value$0 (-$844.7K)
Filed 2026-10-26
Core Wealth Management, Inc.
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$750.6K)
Filed 2026-10-22
Orca Investment Management, LLC
CLOSED
Shares0 from 1,344
Change-1,344 (-100%)
Value$0 (-$672.5K)
Filed 2026-10-29
Randall & Associates Wealth Management
CLOSED
Shares0 from 1,313
Change-1,313 (-100%)
Value$0 (-$657.0K)
Filed 2026-10-20
Pacific Capital Partners Ltd
CLOSED
Shares0 from 1,276
Change-1,276 (-100%)
Value$0 (-$638.5K)
Filed 2026-10-28
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,076
Change-1,076 (-100%)
Value$0 (-$526.4K)
Filed 2026-10-16
BancFirst Trust & Investment Management
CLOSED
Shares0 from 1,047
Change-1,047 (-100%)
Value$0 (-$519.3K)
Filed 2026-10-30
Fund Evaluation Group, LLC
CLOSED
Shares0 from 1,015
Change-1,015 (-100%)
Value$0 (-$507.9K)
Filed 2026-11-05
OMC Financial Services LTD
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$455.4K)
Filed 2026-10-19
Axim Planning & Wealth
CLOSED
Shares0 from 898
Change-898 (-100%)
Value$0 (-$449.4K)
Filed 2026-10-28
Columbia Advisory Partners LLC
CLOSED
Shares0 from 888
Change-888 (-100%)
Value$0 (-$444.3K)
Filed 2026-10-15
A4 Wealth Advisors LLC
CLOSED
Shares0 from 863
Change-863 (-100%)
Value$0 (-$431.8K)
Filed 2026-10-20
Aspire Private Capital, LLC
CLOSED
Shares0 from 816
Change-816 (-100%)
Value$0 (-$408.4K)
Filed 2026-11-05
Equita Financial Network, Inc.
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$332.3K)
Filed 2026-10-19
Intergy Private Wealth, LLC
CLOSED
Shares0 from 597
Change-597 (-100%)
Value$0 (-$298.7K)
Filed 2026-10-16
Verus Wealth Management, LLC
CLOSED
Shares0 from 572
Change-572 (-100%)
Value$0 (-$286.2K)
Filed 2026-10-13
Compass Planning Associates Inc
CLOSED
Shares0 from 526
Change-526 (-100%)
Value$0 (-$263.2K)
Filed 2026-10-13
Midwest Heritage Bank, FSB
CLOSED
Shares0 from 516
Change-516 (-100%)
Value$0 (-$258.2K)
Filed 2026-10-26
One River Asset Management, LLC
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$253.2K)
Filed 2026-10-21
McCarthy Asset Management, Inc.
CLOSED
Shares0 from 499
Change-499 (-100%)
Value$0 (-$249.7K)
Filed 2026-10-20
Arlington Partners LLC
CLOSED
Shares0 from 497
Change-497 (-100%)
Value$0 (-$248.7K)
Filed 2026-10-20
Arbor Capital Management Inc
CLOSED
Shares0 from 483
Change-483 (-100%)
Value$0 (-$245.5K)
Filed 2026-10-21
Pioneer Wealth Management Group
CLOSED
Shares0 from 464
Change-464 (-100%)
Value$0 (-$232.2K)
Filed 2026-10-09
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 460
Change-460 (-100%)
Value$0 (-$230.2K)
Filed 2026-10-28
Concord Asset Management, LLC
CLOSED
Shares0 from 455
Change-455 (-100%)
Value$0 (-$227.7K)
Filed 2026-11-02
Commerce Advisors, LLC
CLOSED
Shares0 from 421
Change-421 (-100%)
Value$0 (-$210.7K)
Filed 2026-10-19
Mascagni Wealth Management, Inc.
CLOSED
Shares0 from 411
Change-411 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-23
KG Capital Management
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-15
InvesTrust
CLOSED
Shares0 from 408
Change-408 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-14
Wespac Advisors, LLC
CLOSED
Shares0 from 402
Change-402 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-26
Sensenig Capital Advisors, Inc
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-23
GuidedMoney, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-29
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 392
Change-392 (-100%)
Value$0 (-$196.2K)
Filed 2026-10-29
Solstein Capital, LLC
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$150.6K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$144.6K)
Filed 2026-10-20
Sherman Asset Management, Inc.
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$130.1K)
Filed 2026-11-05
Obsidian CIO, LLC
CLOSED
Shares0 from 222
Change-222 (-100%)
Value$0 (-$111.1K)
Filed 2026-11-05
Bullseye Investment Management, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$75.1K)
Filed 2026-10-29
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$50.0K)
Filed 2026-11-05
GF Fund Management Co. Ltd.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-26
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$5.5M (+$695.2K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 121,183,112
Change-121,183,112 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 118,360,180
Change-118,360,180 (-100%)
Value—
State Street Corp
N/A
Shares— from 75,747,788
Change-75,747,788 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 41,525,290
Change-41,525,290 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 26,667,029
Change-26,667,029 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 24,378,984
Change-24,378,984 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 15,437,812
Change-15,437,812 (-100%)
Value—
Gates Foundation Trust
N/A
Shares— from 14,689,844
Change-14,689,844 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,973,252
Change-12,973,252 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 11,570,593
Change-11,570,593 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,400,007
Change-10,400,007 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,242,674
Change-10,242,674 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 10,224,113
Change-10,224,113 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 9,769,546
Change-9,769,546 (-100%)
Value—
H&H International Investment, LLC
N/A
Shares— from 9,229,696
Change-9,229,696 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,957,085
Change-8,957,085 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,910,509
Change-8,910,509 (-100%)
Value—
Norges Bank
N/A
Shares— from 8,785,259
Change-8,785,259 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,535,076
Change-8,535,076 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,578,840
Change-5,578,840 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,223,909
Change-5,223,909 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,833,983
Change-4,833,983 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,806,945
Change-4,806,945 (-100%)
Value—
Amundi
N/A
Shares— from 4,709,785
Change-4,709,785 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,405,992
Change-4,405,992 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,139,212
Change-4,139,212 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,131,421
Change-4,131,421 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,928,567
Change-3,928,567 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 3,922,485
Change-3,922,485 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,623,068
Change-3,623,068 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,618,141
Change-3,618,141 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,501,987
Change-3,501,987 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 3,497,760
Change-3,497,760 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,334,741
Change-3,334,741 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 3,273,809
Change-3,273,809 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,909,531
Change-2,909,531 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 2,893,595
Change-2,893,595 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,822,091
Change-2,822,091 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,804,925
Change-2,804,925 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,750,549
Change-2,750,549 (-100%)
Value—
Capital World Investors
N/A
Shares— from 2,708,035
Change-2,708,035 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,612,621
Change-2,612,621 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,587,531
Change-2,587,531 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 2,565,296
Change-2,565,296 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,457,898
Change-2,457,898 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,379,700
Change-2,379,700 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,274,395
Change-2,274,395 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,149,115
Change-2,149,115 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,064,664
Change-2,064,664 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,920,532
Change-1,920,532 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,911,285
Change-1,911,285 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,902,101
Change-1,902,101 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,874,607
Change-1,874,607 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,802,377
Change-1,802,377 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,777,769
Change-1,777,769 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,615,069
Change-1,615,069 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,568,457
Change-1,568,457 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,555,783
Change-1,555,783 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,418,697
Change-1,418,697 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,405,743
Change-1,405,743 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,357,513
Change-1,357,513 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,313,109
Change-1,313,109 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,282,959
Change-1,282,959 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,256,456
Change-1,256,456 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,249,147
Change-1,249,147 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,244,906
Change-1,244,906 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,240,026
Change-1,240,026 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,219,767
Change-1,219,767 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,219,086
Change-1,219,086 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,200,239
Change-1,200,239 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,191,796
Change-1,191,796 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,144,496
Change-1,144,496 (-100%)
Value—
Starlite Capital Inc
N/A
Shares— from 1,136,852
Change-1,136,852 (-100%)
Value—
Himalaya Capital Management LLC
N/A
Shares— from 1,108,318
Change-1,108,318 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,085,742
Change-1,085,742 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 1,079,364
Change-1,079,364 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,072,535
Change-1,072,535 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,065,734
Change-1,065,734 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,062,527
Change-1,062,527 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1,060,936
Change-1,060,936 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,060,115
Change-1,060,115 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,058,210
Change-1,058,210 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,030,584
Change-1,030,584 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,029,361
Change-1,029,361 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,020,091
Change-1,020,091 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,013,879
Change-1,013,879 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 987,024
Change-987,024 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 972,879
Change-972,879 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 964,265
Change-964,265 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 943,362
Change-943,362 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 921,095
Change-921,095 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 905,642
Change-905,642 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 879,880
Change-879,880 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 876,730
Change-876,730 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 872,850
Change-872,850 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 868,688
Change-868,688 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 855,485
Change-855,485 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 842,055
Change-842,055 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 818,279
Change-818,279 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 803,186
Change-803,186 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 793,258
Change-793,258 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 781,970
Change-781,970 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 778,207
Change-778,207 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 747,711
Change-747,711 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 738,433
Change-738,433 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 727,588
Change-727,588 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 710,729
Change-710,729 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 704,407
Change-704,407 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 685,412
Change-685,412 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 684,375
Change-684,375 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 677,815
Change-677,815 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 677,492
Change-677,492 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 677,218
Change-677,218 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 676,311
Change-676,311 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 668,204
Change-668,204 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 665,683
Change-665,683 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 620,623
Change-620,623 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 617,646
Change-617,646 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 604,069
Change-604,069 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 592,421
Change-592,421 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 592,066
Change-592,066 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 591,348
Change-591,348 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 589,802
Change-589,802 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 587,670
Change-587,670 (-100%)
Value—
SWF LLC
N/A
Shares— from 584,092
Change-584,092 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 576,554
Change-576,554 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 563,804
Change-563,804 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 560,539
Change-560,539 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 559,933
Change-559,933 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 556,495
Change-556,495 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 553,421
Change-553,421 (-100%)
Value—
Capital International Investors
N/A
Shares— from 546,993
Change-546,993 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 538,783
Change-538,783 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 530,937
Change-530,937 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 530,225
Change-530,225 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 527,000
Change-527,000 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 522,748
Change-522,748 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 502,536
Change-502,536 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 495,630
Change-495,630 (-100%)
Value—
Blair William & Co
N/A
Shares— from 483,586
Change-483,586 (-100%)
Value—
Graham Holdings Co
N/A
Shares— from 481,920
Change-481,920 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 481,709
Change-481,709 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 477,685
Change-477,685 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 471,309
Change-471,309 (-100%)
Value—
Findlay Park Partners LLP
N/A
Shares— from 468,716
Change-468,716 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 454,913
Change-454,913 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 450,065
Change-450,065 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 445,157
Change-445,157 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 440,045
Change-440,045 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 432,323
Change-432,323 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 429,875
Change-429,875 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 424,841
Change-424,841 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 423,217
Change-423,217 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 420,574
Change-420,574 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 419,900
Change-419,900 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 416,096
Change-416,096 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 414,817
Change-414,817 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 409,615
Change-409,615 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 395,088
Change-395,088 (-100%)
Value—
Ossiam
N/A
Shares— from 393,540
Change-393,540 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 392,413
Change-392,413 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 391,026
Change-391,026 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 390,170
Change-390,170 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 389,406
Change-389,406 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 384,143
Change-384,143 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 378,132
Change-378,132 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 374,884
Change-374,884 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 369,554
Change-369,554 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 362,572
Change-362,572 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 354,216
Change-354,216 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 346,294
Change-346,294 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 344,101
Change-344,101 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 336,205
Change-336,205 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 322,069
Change-322,069 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 315,500
Change-315,500 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 312,852
Change-312,852 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 307,023
Change-307,023 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 306,628
Change-306,628 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 304,950
Change-304,950 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 302,712
Change-302,712 (-100%)
Value—
Timucuan Asset Management Inc
N/A
Shares— from 302,128
Change-302,128 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 300,672
Change-300,672 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 298,883
Change-298,883 (-100%)
Value—
United American Securities Inc. (d/b/a UAS Asset Management)
N/A
Shares— from 296,964
Change-296,964 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 291,068
Change-291,068 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 290,949
Change-290,949 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 289,781
Change-289,781 (-100%)
Value—
CIBC Capital Markets (Europe) S.A.
N/A
Shares— from 289,632
Change-289,632 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 279,462
Change-279,462 (-100%)
Value—
Commerce Bank
N/A
Shares— from 278,038
Change-278,038 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 276,864
Change-276,864 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 276,438
Change-276,438 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 274,557
Change-274,557 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 273,145
Change-273,145 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 272,201
Change-272,201 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 271,600
Change-271,600 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 267,976
Change-267,976 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 267,762
Change-267,762 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 266,085
Change-266,085 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 263,465
Change-263,465 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 258,053
Change-258,053 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 257,503
Change-257,503 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 255,949
Change-255,949 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 255,944
Change-255,944 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 255,806
Change-255,806 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 255,728
Change-255,728 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 251,501
Change-251,501 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 251,000
Change-251,000 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 250,543
Change-250,543 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 248,941
Change-248,941 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 248,447
Change-248,447 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 247,243
Change-247,243 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 244,562
Change-244,562 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 237,942
Change-237,942 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 237,776
Change-237,776 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 237,670
Change-237,670 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 235,982
Change-235,982 (-100%)
Value—
&partners
N/A
Shares— from 234,928
Change-234,928 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 233,917
Change-233,917 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 231,765
Change-231,765 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 226,512
Change-226,512 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 221,197
Change-221,197 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 220,802
Change-220,802 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 220,339
Change-220,339 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 219,872
Change-219,872 (-100%)
Value—
Man Group plc
N/A
Shares— from 219,771
Change-219,771 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 216,080
Change-216,080 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 213,066
Change-213,066 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 212,601
Change-212,601 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 208,500
Change-208,500 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 208,361
Change-208,361 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 207,870
Change-207,870 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 207,387
Change-207,387 (-100%)
Value—
Sound Shore Management Inc
N/A
Shares— from 203,903
Change-203,903 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 203,526
Change-203,526 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 203,293
Change-203,293 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 203,103
Change-203,103 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 202,508
Change-202,508 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 202,111
Change-202,111 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 200,882
Change-200,882 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 198,549
Change-198,549 (-100%)
Value—
S&G Foundation
N/A
Shares— from 198,400
Change-198,400 (-100%)
Value—
Pangea Capital Gestao de Recursos Ltda.
N/A
Shares— from 198,007
Change-198,007 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 197,358
Change-197,358 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 197,261
Change-197,261 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 192,078
Change-192,078 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 190,681
Change-190,681 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 188,840
Change-188,840 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 187,993
Change-187,993 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 187,719
Change-187,719 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 184,749
Change-184,749 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 183,949
Change-183,949 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 181,771
Change-181,771 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 179,753
Change-179,753 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 178,328
Change-178,328 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 175,698
Change-175,698 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 175,488
Change-175,488 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 172,476
Change-172,476 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 172,132
Change-172,132 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 171,736
Change-171,736 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 170,686
Change-170,686 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 166,284
Change-166,284 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 165,797
Change-165,797 (-100%)
Value—
S&CO Inc
N/A
Shares— from 164,075
Change-164,075 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 163,729
Change-163,729 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 161,216
Change-161,216 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 160,529
Change-160,529 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 158,746
Change-158,746 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 150,981
Change-150,981 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 150,596
Change-150,596 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 150,255
Change-150,255 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 146,824
Change-146,824 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 146,688
Change-146,688 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 146,388
Change-146,388 (-100%)
Value—
St. James Investment Company, LLC
N/A
Shares— from 146,051
Change-146,051 (-100%)
Value—
Bronte Capital Management Pty Ltd.
N/A
Shares— from 145,847
Change-145,847 (-100%)
Value—
Allstate Corp
N/A
Shares— from 145,398
Change-145,398 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 143,766
Change-143,766 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 143,529
Change-143,529 (-100%)
Value—
Fiduciary Management Inc
N/A
Shares— from 143,322
Change-143,322 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 142,576
Change-142,576 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 140,986
Change-140,986 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 139,845
Change-139,845 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 139,692
Change-139,692 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 137,802
Change-137,802 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 137,391
Change-137,391 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 136,872
Change-136,872 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 136,632
Change-136,632 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 136,559
Change-136,559 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 135,910
Change-135,910 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 135,618
Change-135,618 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 135,253
Change-135,253 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 133,487
Change-133,487 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 133,277
Change-133,277 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 132,231
Change-132,231 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 131,247
Change-131,247 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 129,269
Change-129,269 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 128,242
Change-128,242 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 128,213
Change-128,213 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 127,588
Change-127,588 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 127,493
Change-127,493 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 126,759
Change-126,759 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 126,451
Change-126,451 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 125,208
Change-125,208 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 124,774
Change-124,774 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 123,246
Change-123,246 (-100%)
Value—
GoodHaven Capital Management, LLC
N/A
Shares— from 122,672
Change-122,672 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 121,351
Change-121,351 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 120,454
Change-120,454 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 120,252
Change-120,252 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 119,328
Change-119,328 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 119,182
Change-119,182 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 118,489
Change-118,489 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 116,509
Change-116,509 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 116,440
Change-116,440 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 116,281
Change-116,281 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 114,698
Change-114,698 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 114,445
Change-114,445 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 113,154
Change-113,154 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 112,471
Change-112,471 (-100%)
Value—
Cook & Bynum Capital Management, LLC
N/A
Shares— from 110,671
Change-110,671 (-100%)
Value—
Prudential PLC
N/A
Shares— from 110,255
Change-110,255 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 110,213
Change-110,213 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 109,426
Change-109,426 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 109,129
Change-109,129 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 108,660
Change-108,660 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 108,048
Change-108,048 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 107,973
Change-107,973 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 107,510
Change-107,510 (-100%)
Value—
Avenir Corp
N/A
Shares— from 107,115
Change-107,115 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 104,602
Change-104,602 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 103,053
Change-103,053 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 102,645
Change-102,645 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 102,271
Change-102,271 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 101,513
Change-101,513 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 101,297
Change-101,297 (-100%)
Value—
Maryland State Retirement & Pension System
N/A
Shares— from 100,185
Change-100,185 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 98,726
Change-98,726 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 98,136
Change-98,136 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 98,081
Change-98,081 (-100%)
Value—
Shapiro Capital Management LLC
N/A
Shares— from 97,958
Change-97,958 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 97,908
Change-97,908 (-100%)
Value—
Aquamarine Zurich AG
N/A
Shares— from 97,600
Change-97,600 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 97,351
Change-97,351 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 97,220
Change-97,220 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 96,942
Change-96,942 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 96,477
Change-96,477 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 95,987
Change-95,987 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 95,806
Change-95,806 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 95,148
Change-95,148 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 94,873
Change-94,873 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 94,564
Change-94,564 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 93,586
Change-93,586 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 92,896
Change-92,896 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 92,674
Change-92,674 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 92,232
Change-92,232 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 92,044
Change-92,044 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 91,969
Change-91,969 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 90,604
Change-90,604 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 90,269
Change-90,269 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 89,749
Change-89,749 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 88,039
Change-88,039 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 88,000
Change-88,000 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 87,899
Change-87,899 (-100%)
Value—
Fairholme Capital Management LLC
N/A
Shares— from 87,852
Change-87,852 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 87,743
Change-87,743 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 86,505
Change-86,505 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 85,570
Change-85,570 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 85,344
Change-85,344 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 83,979
Change-83,979 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 83,596
Change-83,596 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 83,243
Change-83,243 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 83,005
Change-83,005 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 82,464
Change-82,464 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 82,084
Change-82,084 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 81,754
Change-81,754 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 81,672
Change-81,672 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 80,917
Change-80,917 (-100%)
Value—
Greenbrier Partners Capital Management, LLC
N/A
Shares— from 80,435
Change-80,435 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 80,279
Change-80,279 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 79,927
Change-79,927 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 79,893
Change-79,893 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 79,544
Change-79,544 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 79,245
Change-79,245 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 78,609
Change-78,609 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 78,435
Change-78,435 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 78,286
Change-78,286 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 77,755
Change-77,755 (-100%)
Value—
Stephens Inc
N/A
Shares— from 77,294
Change-77,294 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 77,063
Change-77,063 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 76,994
Change-76,994 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 76,633
Change-76,633 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 76,507
Change-76,507 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 76,178
Change-76,178 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 76,076
Change-76,076 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 75,805
Change-75,805 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 75,013
Change-75,013 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 74,391
Change-74,391 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 73,749
Change-73,749 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 73,026
Change-73,026 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 73,000
Change-73,000 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 72,990
Change-72,990 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 72,409
Change-72,409 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 72,169
Change-72,169 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 72,163
Change-72,163 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 71,884
Change-71,884 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 71,609
Change-71,609 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 70,140
Change-70,140 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 70,039
Change-70,039 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 69,932
Change-69,932 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 69,802
Change-69,802 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 69,719
Change-69,719 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 69,045
Change-69,045 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 68,968
Change-68,968 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 68,444
Change-68,444 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 68,216
Change-68,216 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 68,150
Change-68,150 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 67,929
Change-67,929 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 67,626
Change-67,626 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 67,274
Change-67,274 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 67,124
Change-67,124 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 66,573
Change-66,573 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 65,862
Change-65,862 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 65,814
Change-65,814 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 65,742
Change-65,742 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 64,907
Change-64,907 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 64,892
Change-64,892 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 64,885
Change-64,885 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 64,512
Change-64,512 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 64,421
Change-64,421 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 62,438
Change-62,438 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 62,404
Change-62,404 (-100%)
Value—
FJ Investments, LLC
N/A
Shares— from 62,288
Change-62,288 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 62,126
Change-62,126 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 62,082
Change-62,082 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 61,247
Change-61,247 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 61,073
Change-61,073 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 61,066
Change-61,066 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 60,204
Change-60,204 (-100%)
Value—
Summitry LLC
N/A
Shares— from 60,035
Change-60,035 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 59,868
Change-59,868 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 59,228
Change-59,228 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 59,033
Change-59,033 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 58,930
Change-58,930 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 58,780
Change-58,780 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 58,646
Change-58,646 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 57,497
Change-57,497 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 57,305
Change-57,305 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 57,018
Change-57,018 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 56,205
Change-56,205 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 56,135
Change-56,135 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 55,961
Change-55,961 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 55,690
Change-55,690 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 55,425
Change-55,425 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 55,291
Change-55,291 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 55,217
Change-55,217 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 55,216
Change-55,216 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 55,186
Change-55,186 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 55,145
Change-55,145 (-100%)
Value—
Cabot Wealth Management Inc
N/A
Shares— from 55,103
Change-55,103 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 54,630
Change-54,630 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 54,572
Change-54,572 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 54,486
Change-54,486 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 54,156
Change-54,156 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 54,046
Change-54,046 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 53,838
Change-53,838 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 53,556
Change-53,556 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 53,470
Change-53,470 (-100%)
Value—
Progeny 3, Inc.
N/A
Shares— from 53,239
Change-53,239 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 53,236
Change-53,236 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 53,198
Change-53,198 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 52,739
Change-52,739 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 52,310
Change-52,310 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 52,278
Change-52,278 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 51,962
Change-51,962 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 51,694
Change-51,694 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 51,691
Change-51,691 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 51,523
Change-51,523 (-100%)
Value—
Georgetown University
N/A
Shares— from 51,454
Change-51,454 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 50,916
Change-50,916 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 50,850
Change-50,850 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 50,575
Change-50,575 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 50,542
Change-50,542 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 50,297
Change-50,297 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 50,265
Change-50,265 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 49,402
Change-49,402 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 49,371
Change-49,371 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 49,086
Change-49,086 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 49,064
Change-49,064 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 48,819
Change-48,819 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 48,793
Change-48,793 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 48,717
Change-48,717 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 48,321
Change-48,321 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 48,189
Change-48,189 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 48,053
Change-48,053 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 47,805
Change-47,805 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 47,070
Change-47,070 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 46,971
Change-46,971 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 46,959
Change-46,959 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 46,810
Change-46,810 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 46,726
Change-46,726 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 46,440
Change-46,440 (-100%)
Value—
Allianz SE
N/A
Shares— from 46,332
Change-46,332 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 46,218
Change-46,218 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 46,090
Change-46,090 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 45,696
Change-45,696 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 45,465
Change-45,465 (-100%)
Value—
YCG, LLC
N/A
Shares— from 45,454
Change-45,454 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 45,419
Change-45,419 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 45,308
Change-45,308 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 45,058
Change-45,058 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 44,930
Change-44,930 (-100%)
Value—
CIM, LLC
N/A
Shares— from 44,387
Change-44,387 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 43,997
Change-43,997 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 43,695
Change-43,695 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 43,690
Change-43,690 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 43,432
Change-43,432 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 43,216
Change-43,216 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 42,838
Change-42,838 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 42,803
Change-42,803 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 42,370
Change-42,370 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 42,074
Change-42,074 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 42,000
Change-42,000 (-100%)
Value—
Nwam LLC
N/A
Shares— from 41,609
Change-41,609 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 41,508
Change-41,508 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 41,041
Change-41,041 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 40,560
Change-40,560 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 40,489
Change-40,489 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 40,254
Change-40,254 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 40,169
Change-40,169 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 40,159
Change-40,159 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 39,980
Change-39,980 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 39,712
Change-39,712 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 39,297
Change-39,297 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 38,654
Change-38,654 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 38,511
Change-38,511 (-100%)
Value—
Muhlenkamp & Co Inc
N/A
Shares— from 38,495
Change-38,495 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 37,978
Change-37,978 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 37,892
Change-37,892 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 37,657
Change-37,657 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 37,595
Change-37,595 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 37,392
Change-37,392 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 37,231
Change-37,231 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 37,110
Change-37,110 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 37,095
Change-37,095 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 36,654
Change-36,654 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 36,565
Change-36,565 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 36,539
Change-36,539 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 36,511
Change-36,511 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 36,338
Change-36,338 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 36,224
Change-36,224 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 36,172
Change-36,172 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 36,013
Change-36,013 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 36,002
Change-36,002 (-100%)
Value—
Hi-Line Capital Management, LLC
N/A
Shares— from 35,777
Change-35,777 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 35,506
Change-35,506 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 35,393
Change-35,393 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 35,194
Change-35,194 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 34,902
Change-34,902 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 34,715
Change-34,715 (-100%)
Value—
EFG International AG
N/A
Shares— from 34,705
Change-34,705 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 34,688
Change-34,688 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 34,523
Change-34,523 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 34,505
Change-34,505 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 34,478
Change-34,478 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 34,439
Change-34,439 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 34,437
Change-34,437 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 34,166
Change-34,166 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 34,137
Change-34,137 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 33,868
Change-33,868 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 33,847
Change-33,847 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 33,624
Change-33,624 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 33,220
Change-33,220 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 32,987
Change-32,987 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 32,857
Change-32,857 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 32,857
Change-32,857 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 32,541
Change-32,541 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 32,512
Change-32,512 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 32,289
Change-32,289 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 32,235
Change-32,235 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 31,986
Change-31,986 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 31,940
Change-31,940 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 31,907
Change-31,907 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 31,869
Change-31,869 (-100%)
Value—
LFL Advisers, LLC
N/A
Shares— from 31,691
Change-31,691 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 31,689
Change-31,689 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 31,458
Change-31,458 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 31,385
Change-31,385 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 31,320
Change-31,320 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 31,305
Change-31,305 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 31,260
Change-31,260 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 31,249
Change-31,249 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 31,198
Change-31,198 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 31,115
Change-31,115 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 30,973
Change-30,973 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 30,855
Change-30,855 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 30,381
Change-30,381 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 30,345
Change-30,345 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 30,276
Change-30,276 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 30,177
Change-30,177 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 30,009
Change-30,009 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 29,748
Change-29,748 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 29,474
Change-29,474 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 29,330
Change-29,330 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 28,923
Change-28,923 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 28,908
Change-28,908 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 28,779
Change-28,779 (-100%)
Value—
Simmons Bank
N/A
Shares— from 28,630
Change-28,630 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 28,551
Change-28,551 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 28,533
Change-28,533 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 28,442
Change-28,442 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 28,270
Change-28,270 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 27,959
Change-27,959 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 27,912
Change-27,912 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 27,788
Change-27,788 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 27,717
Change-27,717 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 27,672
Change-27,672 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 27,639
Change-27,639 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 27,556
Change-27,556 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 27,243
Change-27,243 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 27,240
Change-27,240 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 27,128
Change-27,128 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 27,096
Change-27,096 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 27,067
Change-27,067 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 26,945
Change-26,945 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 26,939
Change-26,939 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 26,870
Change-26,870 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 26,858
Change-26,858 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 26,798
Change-26,798 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 26,767
Change-26,767 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 26,766
Change-26,766 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 26,660
Change-26,660 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 26,603
Change-26,603 (-100%)
Value—
JCP Investment Management, LLCA
N/A
Shares— from 26,324
Change-26,324 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 26,198
Change-26,198 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 25,978
Change-25,978 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 25,663
Change-25,663 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 25,635
Change-25,635 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 25,253
Change-25,253 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 25,219
Change-25,219 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 25,118
Change-25,118 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 25,064
Change-25,064 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 24,940
Change-24,940 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 24,739
Change-24,739 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 24,731
Change-24,731 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 24,644
Change-24,644 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 24,409
Change-24,409 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 24,357
Change-24,357 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 24,353
Change-24,353 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 24,348
Change-24,348 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 24,144
Change-24,144 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 24,041
Change-24,041 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 23,929
Change-23,929 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 23,929
Change-23,929 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 23,836
Change-23,836 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 23,690
Change-23,690 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 23,618
Change-23,618 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 23,590
Change-23,590 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 23,522
Change-23,522 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 23,424
Change-23,424 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 23,403
Change-23,403 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 23,200
Change-23,200 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 23,168
Change-23,168 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 23,029
Change-23,029 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 23,008
Change-23,008 (-100%)
Value—
Power Alpha Investment Ltd
N/A
Shares— from 22,900
Change-22,900 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 22,818
Change-22,818 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 22,730
Change-22,730 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 22,722
Change-22,722 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 22,670
Change-22,670 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 22,663
Change-22,663 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 22,596
Change-22,596 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 22,466
Change-22,466 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 22,439
Change-22,439 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 22,326
Change-22,326 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,153
Change-22,153 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 22,101
Change-22,101 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 22,001
Change-22,001 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 21,849
Change-21,849 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 21,811
Change-21,811 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 21,718
Change-21,718 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 21,555
Change-21,555 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 21,443
Change-21,443 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 21,426
Change-21,426 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 21,423
Change-21,423 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 21,405
Change-21,405 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 21,267
Change-21,267 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 21,237
Change-21,237 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 21,177
Change-21,177 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 21,168
Change-21,168 (-100%)
Value—
Epacria Capital Partners, LLC
N/A
Shares— from 21,160
Change-21,160 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 21,092
Change-21,092 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 20,823
Change-20,823 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 20,688
Change-20,688 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 20,675
Change-20,675 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 20,573
Change-20,573 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 20,554
Change-20,554 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 20,548
Change-20,548 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 20,533
Change-20,533 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 20,249
Change-20,249 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 20,218
Change-20,218 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 20,155
Change-20,155 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 20,147
Change-20,147 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 20,075
Change-20,075 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 19,917
Change-19,917 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 19,849
Change-19,849 (-100%)
Value—
AXA S.A.
N/A
Shares— from 19,843
Change-19,843 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 19,793
Change-19,793 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 19,710
Change-19,710 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 19,665
Change-19,665 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 19,623
Change-19,623 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 19,623
Change-19,623 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 19,539
Change-19,539 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 19,511
Change-19,511 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 19,452
Change-19,452 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 19,368
Change-19,368 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 19,366
Change-19,366 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 19,315
Change-19,315 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 19,263
Change-19,263 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 19,207
Change-19,207 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 19,159
Change-19,159 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 19,111
Change-19,111 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 19,036
Change-19,036 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 18,866
Change-18,866 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 18,834
Change-18,834 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 18,788
Change-18,788 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 18,733
Change-18,733 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 18,724
Change-18,724 (-100%)
Value—
Pavion Blue Capital, LLC
N/A
Shares— from 18,686
Change-18,686 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 18,684
Change-18,684 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 18,672
Change-18,672 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 18,557
Change-18,557 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 18,436
Change-18,436 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 18,405
Change-18,405 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 18,325
Change-18,325 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 18,217
Change-18,217 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 18,159
Change-18,159 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 18,143
Change-18,143 (-100%)
Value—
Venator Management LLC
N/A
Shares— from 18,141
Change-18,141 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 18,001
Change-18,001 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 17,812
Change-17,812 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 17,746
Change-17,746 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 17,738
Change-17,738 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 17,680
Change-17,680 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 17,674
Change-17,674 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 17,628
Change-17,628 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 17,620
Change-17,620 (-100%)
Value—
Reaves W H & Co Inc
N/A
Shares— from 17,591
Change-17,591 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 17,559
Change-17,559 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 17,450
Change-17,450 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 17,366
Change-17,366 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 17,290
Change-17,290 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 17,149
Change-17,149 (-100%)
Value—
Capco Asset Management, LLC
N/A
Shares— from 17,140
Change-17,140 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 16,863
Change-16,863 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 16,856
Change-16,856 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 16,809
Change-16,809 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 16,722
Change-16,722 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 16,656
Change-16,656 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 16,619
Change-16,619 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 16,598
Change-16,598 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 16,442
Change-16,442 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 16,439
Change-16,439 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 16,404
Change-16,404 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 16,302
Change-16,302 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 16,260
Change-16,260 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 16,138
Change-16,138 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 16,092
Change-16,092 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 16,091
Change-16,091 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 16,057
Change-16,057 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 16,051
Change-16,051 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 16,039
Change-16,039 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 15,918
Change-15,918 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 15,896
Change-15,896 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 15,890
Change-15,890 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 15,790
Change-15,790 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 15,788
Change-15,788 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 15,702
Change-15,702 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 15,655
Change-15,655 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 15,644
Change-15,644 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 15,554
Change-15,554 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 15,552
Change-15,552 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 15,470
Change-15,470 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 15,373
Change-15,373 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 15,324
Change-15,324 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 15,175
Change-15,175 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 15,146
Change-15,146 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Global Frontier Investments LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 14,897
Change-14,897 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 14,828
Change-14,828 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 14,822
Change-14,822 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 14,819
Change-14,819 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 14,761
Change-14,761 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 14,571
Change-14,571 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 14,567
Change-14,567 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 14,528
Change-14,528 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 14,488
Change-14,488 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 14,412
Change-14,412 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 14,406
Change-14,406 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 14,204
Change-14,204 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 14,203
Change-14,203 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 14,092
Change-14,092 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 14,092
Change-14,092 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 13,989
Change-13,989 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 13,986
Change-13,986 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 13,942
Change-13,942 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 13,824
Change-13,824 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 13,797
Change-13,797 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 13,714
Change-13,714 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 13,575
Change-13,575 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,555
Change-13,555 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 13,462
Change-13,462 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 13,419
Change-13,419 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 13,397
Change-13,397 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 13,282
Change-13,282 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 13,261
Change-13,261 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 13,256
Change-13,256 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 13,202
Change-13,202 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 13,165
Change-13,165 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 13,147
Change-13,147 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 13,074
Change-13,074 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 13,069
Change-13,069 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 12,993
Change-12,993 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 12,991
Change-12,991 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 12,976
Change-12,976 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 12,942
Change-12,942 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 12,927
Change-12,927 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 12,920
Change-12,920 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 12,866
Change-12,866 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 12,604
Change-12,604 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 12,559
Change-12,559 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 12,543
Change-12,543 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 12,467
Change-12,467 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 12,464
Change-12,464 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 12,445
Change-12,445 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 12,426
Change-12,426 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 12,365
Change-12,365 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 12,343
Change-12,343 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 12,337
Change-12,337 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 12,215
Change-12,215 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 12,211
Change-12,211 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 12,198
Change-12,198 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 12,181
Change-12,181 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 12,135
Change-12,135 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 12,069
Change-12,069 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 12,039
Change-12,039 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 12,026
Change-12,026 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 11,988
Change-11,988 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 11,983
Change-11,983 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 11,980
Change-11,980 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 11,916
Change-11,916 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 11,903
Change-11,903 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 11,858
Change-11,858 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 11,834
Change-11,834 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 11,790
Change-11,790 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 11,774
Change-11,774 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 11,764
Change-11,764 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 11,747
Change-11,747 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 11,721
Change-11,721 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 11,688
Change-11,688 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 11,681
Change-11,681 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 11,667
Change-11,667 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 11,640
Change-11,640 (-100%)
Value—
Dodge & COX
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 11,432
Change-11,432 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 11,414
Change-11,414 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 11,370
Change-11,370 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 11,332
Change-11,332 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,330
Change-11,330 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 11,311
Change-11,311 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 11,220
Change-11,220 (-100%)
Value—
Machina Capital S.A.S.
N/A
Shares— from 11,202
Change-11,202 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 11,149
Change-11,149 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 11,138
Change-11,138 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 11,092
Change-11,092 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,076
Change-11,076 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 11,030
Change-11,030 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 11,025
Change-11,025 (-100%)
Value—
Bislett Management, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10,951
Change-10,951 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 10,915
Change-10,915 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 10,849
Change-10,849 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 10,769
Change-10,769 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 10,696
Change-10,696 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 10,663
Change-10,663 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 10,621
Change-10,621 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 10,611
Change-10,611 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 10,606
Change-10,606 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 10,537
Change-10,537 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 10,509
Change-10,509 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 10,476
Change-10,476 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 10,473
Change-10,473 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 10,447
Change-10,447 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 10,378
Change-10,378 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,372
Change-10,372 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,347
Change-10,347 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 10,320
Change-10,320 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 10,311
Change-10,311 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 10,241
Change-10,241 (-100%)
Value—
Boston Partners
N/A
Shares— from 10,219
Change-10,219 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 10,214
Change-10,214 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 10,133
Change-10,133 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 10,129
Change-10,129 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 10,125
Change-10,125 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 10,098
Change-10,098 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 10,039
Change-10,039 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 9,976
Change-9,976 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 9,959
Change-9,959 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 9,954
Change-9,954 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 9,895
Change-9,895 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 9,795
Change-9,795 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 9,781
Change-9,781 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 9,755
Change-9,755 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 9,726
Change-9,726 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 9,705
Change-9,705 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 9,704
Change-9,704 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 9,690
Change-9,690 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 9,672
Change-9,672 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 9,616
Change-9,616 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 9,609
Change-9,609 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 9,569
Change-9,569 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 9,463
Change-9,463 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 9,389
Change-9,389 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 9,375
Change-9,375 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 9,296
Change-9,296 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 9,277
Change-9,277 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 9,198
Change-9,198 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 9,179
Change-9,179 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 9,155
Change-9,155 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 9,131
Change-9,131 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 9,126
Change-9,126 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 9,068
Change-9,068 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 9,050
Change-9,050 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 9,041
Change-9,041 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 9,032
Change-9,032 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 9,014
Change-9,014 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 8,993
Change-8,993 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 8,990
Change-8,990 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 8,927
Change-8,927 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 8,893
Change-8,893 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 8,886
Change-8,886 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 8,813
Change-8,813 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 8,805
Change-8,805 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 8,762
Change-8,762 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 8,758
Change-8,758 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,725
Change-8,725 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 8,699
Change-8,699 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 8,697
Change-8,697 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 8,636
Change-8,636 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 8,599
Change-8,599 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 8,577
Change-8,577 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 8,549
Change-8,549 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 8,544
Change-8,544 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 8,526
Change-8,526 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 8,494
Change-8,494 (-100%)
Value—
Teewinot Capital Advisers, L.L.C.
N/A
Shares— from 8,436
Change-8,436 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 8,392
Change-8,392 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 8,342
Change-8,342 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 8,339
Change-8,339 (-100%)
Value—
Kennondale Capital Management LLC
N/A
Shares— from 8,317
Change-8,317 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 8,317
Change-8,317 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 8,291
Change-8,291 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 8,290
Change-8,290 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 8,282
Change-8,282 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Akre Capital Management LLC
N/A
Shares— from 8,184
Change-8,184 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 8,160
Change-8,160 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 8,096
Change-8,096 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 8,002
Change-8,002 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 8,001
Change-8,001 (-100%)
Value—
Optas, LLC
N/A
Shares— from 7,994
Change-7,994 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 7,993
Change-7,993 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 7,955
Change-7,955 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 7,931
Change-7,931 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 7,891
Change-7,891 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 7,799
Change-7,799 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,763
Change-7,763 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 7,702
Change-7,702 (-100%)
Value—
Concorde Financial Corp
N/A
Shares— from 7,686
Change-7,686 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 7,575
Change-7,575 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 7,572
Change-7,572 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 7,562
Change-7,562 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 7,555
Change-7,555 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 7,486
Change-7,486 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 7,477
Change-7,477 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 7,461
Change-7,461 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 7,461
Change-7,461 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 7,435
Change-7,435 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 7,420
Change-7,420 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 7,416
Change-7,416 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 7,368
Change-7,368 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 7,357
Change-7,357 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 7,324
Change-7,324 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 7,254
Change-7,254 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 7,241
Change-7,241 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 7,182
Change-7,182 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 7,164
Change-7,164 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 7,138
Change-7,138 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 7,129
Change-7,129 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 7,061
Change-7,061 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 7,037
Change-7,037 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 6,992
Change-6,992 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,987
Change-6,987 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 6,977
Change-6,977 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 6,975
Change-6,975 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,957
Change-6,957 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 6,934
Change-6,934 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 6,931
Change-6,931 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,915
Change-6,915 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 6,893
Change-6,893 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,861
Change-6,861 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 6,833
Change-6,833 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 6,819
Change-6,819 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 6,816
Change-6,816 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 6,768
Change-6,768 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 6,738
Change-6,738 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 6,711
Change-6,711 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 6,641
Change-6,641 (-100%)
Value—
Nitorum Capital, L.P.
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 6,612
Change-6,612 (-100%)
Value—
Cherokee Insurance Co
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 6,583
Change-6,583 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 6,531
Change-6,531 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 6,527
Change-6,527 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 6,517
Change-6,517 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Patrick Mauro Investment Advisor, Inc.
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 6,492
Change-6,492 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 6,440
Change-6,440 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 6,421
Change-6,421 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 6,343
Change-6,343 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 6,313
Change-6,313 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 6,301
Change-6,301 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 6,216
Change-6,216 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 6,201
Change-6,201 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 6,144
Change-6,144 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 6,058
Change-6,058 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 6,052
Change-6,052 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 6,047
Change-6,047 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
BNP Paribas
N/A
Shares— from 6,039
Change-6,039 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 5,956
Change-5,956 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 5,926
Change-5,926 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 5,895
Change-5,895 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 5,886
Change-5,886 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 5,842
Change-5,842 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 5,838
Change-5,838 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 5,836
Change-5,836 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 5,833
Change-5,833 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 5,783
Change-5,783 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,756
Change-5,756 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 5,683
Change-5,683 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 5,677
Change-5,677 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 5,598
Change-5,598 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 5,584
Change-5,584 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
S&T Bank
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 5,564
Change-5,564 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 5,552
Change-5,552 (-100%)
Value—
Jefferson Bridge Capital, LLC
N/A
Shares— from 5,535
Change-5,535 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 5,523
Change-5,523 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
United Bank
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 5,446
Change-5,446 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,430
Change-5,430 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 5,423
Change-5,423 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 5,417
Change-5,417 (-100%)
Value—
Univest Financial Corp
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 5,355
Change-5,355 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
Investidor Profissional Gestao de Recursos Ltda.
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 5,303
Change-5,303 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 5,297
Change-5,297 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 5,292
Change-5,292 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 5,284
Change-5,284 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 5,266
Change-5,266 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 5,258
Change-5,258 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 5,201
Change-5,201 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 5,197
Change-5,197 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 5,191
Change-5,191 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,084
Change-5,084 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,076
Change-5,076 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 5,044
Change-5,044 (-100%)
Value—
Sprucegrove Investment Management LTD
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Ndwm LLC
N/A
Shares— from 4,999
Change-4,999 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 4,997
Change-4,997 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 4,931
Change-4,931 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 4,917
Change-4,917 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
CNB Bank
N/A
Shares— from 4,879
Change-4,879 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 4,871
Change-4,871 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,857
Change-4,857 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 4,833
Change-4,833 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 4,812
Change-4,812 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,784
Change-4,784 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 4,773
Change-4,773 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 4,767
Change-4,767 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 4,764
Change-4,764 (-100%)
Value—
Ames National Corp
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Capital International LTD
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,594
Change-4,594 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 4,589
Change-4,589 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 4,573
Change-4,573 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 4,571
Change-4,571 (-100%)
Value—
Altman Advisors, Inc.
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 4,552
Change-4,552 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,521
Change-4,521 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 4,419
Change-4,419 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Bank of Marin
N/A
Shares— from 4,342
Change-4,342 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 4,267
Change-4,267 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 4,247
Change-4,247 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 4,247
Change-4,247 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 4,169
Change-4,169 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 4,151
Change-4,151 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
Brown Financial Advisory
N/A
Shares— from 4,135
Change-4,135 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,133
Change-4,133 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 4,118
Change-4,118 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Legacy Trust
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 4,039
Change-4,039 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 4,027
Change-4,027 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,916
Change-3,916 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 3,908
Change-3,908 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3,906
Change-3,906 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 3,866
Change-3,866 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 3,747
Change-3,747 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Lagoda Investment Management, L.P.
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 3,474
Change-3,474 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Chou Associates Management Inc.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 2,987
Change-2,987 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 2,937
Change-2,937 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Farley Capital L.P.
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
American Trust
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
1922 Investment Co LLC
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,787
Change-2,787 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
ING Groep NV
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Motco
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
Terril Brothers, Inc.
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Winmill & Co. Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 2,441
Change-2,441 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Trigran Investments, Inc.
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Stenham Asset Management Ltd
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
NBH Bank
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 2,123
Change-2,123 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Mayar Capital Ltd.
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Heritage Wealth Management, Inc. s
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Stephen J. Garry & Associates, LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
HughesLittle Investment Management Ltd.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
English Capital Management LLC
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 996
Change-996 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 990
Change-990 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 985
Change-985 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 982
Change-982 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 977
Change-977 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 976
Change-976 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 958
Change-958 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 953
Change-953 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 950
Change-950 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 943
Change-943 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 930
Change-930 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 920
Change-920 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 919
Change-919 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 911
Change-911 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 901
Change-901 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 895
Change-895 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 894
Change-894 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 894
Change-894 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 890
Change-890 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 878
Change-878 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 878
Change-878 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 875
Change-875 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 874
Change-874 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 873
Change-873 (-100%)
Value—
Bank OZK
N/A
Shares— from 873
Change-873 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 867
Change-867 (-100%)
Value—
10Elms LLP
N/A
Shares— from 864
Change-864 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 864
Change-864 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 849
Change-849 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Valued Wealth Advisors LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 840
Change-840 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 836
Change-836 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 811
Change-811 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Granville Capital, Inc.
N/A
Shares— from 799
Change-799 (-100%)
Value—
Gem Investment Advisors, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 799
Change-799 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 791
Change-791 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 777
Change-777 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 767
Change-767 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 765
Change-765 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 765
Change-765 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 761
Change-761 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 757
Change-757 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Caxton Corp
N/A
Shares— from 754
Change-754 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 746
Change-746 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 744
Change-744 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Josh Arnold Investment Consultant, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 728
Change-728 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 725
Change-725 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 722
Change-722 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 717
Change-717 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 714
Change-714 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Marnell Management LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 706
Change-706 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 702
Change-702 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 700
Change-700 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 686
Change-686 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 682
Change-682 (-100%)
Value—
SPG Advisors LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 680
Change-680 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 678
Change-678 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 670
Change-670 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 668
Change-668 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 664
Change-664 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 662
Change-662 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 662
Change-662 (-100%)
Value—
Colrain Capital LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
First Washington Corp
N/A
Shares— from 650
Change-650 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 650
Change-650 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 648
Change-648 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Point Windward Advisors Inc.
N/A
Shares— from 637
Change-637 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 623
Change-623 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 604
Change-604 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 600
Change-600 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 600
Change-600 (-100%)
Value—
Centennial Bank
N/A
Shares— from 600
Change-600 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 597
Change-597 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 590
Change-590 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 587
Change-587 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 583
Change-583 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 575
Change-575 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 573
Change-573 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 568
Change-568 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 559
Change-559 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 533
Change-533 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 520
Change-520 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 519
Change-519 (-100%)
Value—
United Bank
N/A
Shares— from 517
Change-517 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 515
Change-515 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 512
Change-512 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 508
Change-508 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 500
Change-500 (-100%)
Value—
GHE, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 497
Change-497 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 497
Change-497 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 493
Change-493 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 481
Change-481 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 478
Change-478 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Topel & Distasi Wealth Management, LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 468
Change-468 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 465
Change-465 (-100%)
Value—
Semanteon Capital Management, LP
N/A
Shares— from 462
Change-462 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 459
Change-459 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 454
Change-454 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 447
Change-447 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 429
Change-429 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 426
Change-426 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 419
Change-419 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 415
Change-415 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
International Private Wealth Advisors LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 407
Change-407 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 402
Change-402 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 400
Change-400 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 395
Change-395 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 388
Change-388 (-100%)
Value—
Quarry LP
N/A
Shares— from 384
Change-384 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 357
Change-357 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 283
Change-283 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 235
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Logan Capital Management Inc
N/A
Shares— from 233
Change-233 (-100%)
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MRP Capital Investments, LLC
N/A
Shares— from 225
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1248 Management, LLC
N/A
Shares— from 205
Change-205 (-100%)
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Front Row Advisors LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 191
Change-191 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 179
Change-179 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 148
Change-148 (-100%)
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Penserra Capital Management LLC
N/A
Shares— from 147
Change-147 (-100%)
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Sankala Group LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 137
Change-137 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 77
Change-77 (-100%)
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Toews Corp
N/A
Shares— from 75
Change-75 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 66
Change-66 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 60
Change-60 (-100%)
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Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 57
Change-57 (-100%)
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Hamrick Investment Counsel, llc
N/A
Shares— from 41
Change-41 (-100%)
Value—
Collier Financial
N/A
Shares— from 36
Change-36 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 13
Change-13 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
DRH Investments, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Bank of New York Mellon Corp
INCREASED10,680,83410,534,399+146,435+1%$5.3B$5.3B+$47.2M2026-11-05
Dimensional Fund Advisors LP
DECREASED7,385,8487,475,812-89,964-1%$3.7B$3.7B-$62.5M2026-11-04
Assenagon Asset Management S.A.
INCREASED4,558,6533,348,757+1,209,896+36%$1.7B$2.3B+$594.3M2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED4,241,4073,946,324+295,083+7%$2.0B$2.1B+$137.3M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED3,236,6703,276,032-39,362-1%$1.6B$1.6B-$27.6M2026-10-29
Creative Planning
INCREASED2,878,4942,847,386+31,108+1%$1.4B$1.4B+$8.5M2026-11-02
Principal Financial Group Inc
INCREASED2,506,5152,391,693+114,822+5%$1.2B$1.2B+$51.3M2026-11-02
Flossbach VON Storch SE
DECREASED2,451,7832,508,197-56,414-2%$1.3B$1.2B-$34.2M2026-10-28
Citigroup Inc
DECREASED1,953,1072,256,658-303,551-13%$1.1B$972.5M-$156.7M2026-11-04
Tetrad Corp
UNCHANGED1,923,1231,923,12300%$962.3M$957.6M-$4.7M2026-10-06
Markel Group Inc.
UNCHANGED1,531,9711,531,97100%$766.6M$762.8M-$3.7M2026-10-30
Rothschild & Co Wealth Management UK Ltd
DECREASED1,447,5321,458,512-10,980-1%$729.8M$720.8M-$9.0M2026-10-20
New York State Teachers Retirement System
DECREASED1,368,1611,403,401-35,240-3%$702.2M$681.3K-$701.6M2026-10-22
Swedbank AB
INCREASED1,248,8211,206,866+41,955+3%$603.9M$621.9M+$17.9M2026-10-27
Yacktman Asset Management LP
INCREASED1,171,6871,161,530+10,157+1%$581.2M$583.4M+$2.2M2026-11-02
US Bancorp \de\
DECREASED1,166,3831,170,560-4,1770%$585.7M$580.8M-$4.9M2026-11-05
Check Capital Management Inc
DECREASED1,097,7562,238,150-1,140,394-51%$1.1B$546.6M-$573.3M2026-11-05
Commonwealth Equity Services, LLC
DECREASED1,000,7851,070,077-69,292-6%$535.5M$498.3M-$37.1M2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED986,760980,399+6,361+1%$490.6M$491.4M+$776.8K2026-11-05
KBC Group NV
INCREASED820,031487,552+332,479+68%$244.0M$408.3K-$243.6M2026-10-22
Nicholas Hoffman & Company, Llc.
INCREASED800,569798,010+2,559+0%$399.3M$398.6M-$672.9K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED798,546723,113+75,433+10%$347.1M$397.7M+$50.6M2026-10-13
Pictet Asset Management Holding SA
INCREASED785,919706,745+79,174+11%$353.6M$391.3M+$37.7M2026-11-03
Fifth Third Bancorp
DECREASED775,426799,586-24,160-3%$400.1M$386.1M-$14.0M2026-11-05
Retirement Systems of Alabama
INCREASED762,410737,029+25,381+3%$368.8M$379.6M+$10.8M2026-11-04
Davenport & Co LLC
DECREASED705,870712,934-7,064-1%$356.1M$352.1M-$3.9M2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED671,783743,469-71,686-10%$372.0M$334.5K-$371.7M2026-11-02
Asset Management One Co., Ltd.
INCREASED639,905619,590+20,315+3%$310.0M$318.6M+$8.6M2026-10-27
Everett Harris & Co
DECREASED632,090635,745-3,655-1%$318.1M$314.7M-$3.4M2026-10-28
DekaBank Deutsche Girozentrale
DECREASED596,194607,262-11,068-2%$287.2K$299.9K+$12.7K2026-10-27
Truist Financial Corp
DECREASED578,755586,775-8,020-1%$293.6M$288.2M-$5.4M2026-10-30
Kestra Advisory Services, LLC
INCREASED566,801474,265+92,536+20%$237.3M$282.2M+$44.9M2026-11-02
Thrivent Financial for Lutherans
DECREASED537,805548,419-10,614-2%$274.4M$267.9K-$274.2M2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
INCREASED535,298523,896+11,402+2%$261.9M$266.5M+$4.6M2026-10-29
Czech National Bank
INCREASED535,117521,835+13,282+3%$261.1M$266.5M+$5.3M2026-10-13
Strs Ohio
DECREASED530,601565,110-34,509-6%$282.8M$264.2M-$18.6M2026-10-30
Mirae Asset Global Investments Co., Ltd.
INCREASED489,205416,698+72,507+17%$208.5M$243.6M+$35.1M2026-11-03
CIBC Asset Management Inc
INCREASED468,203465,608+2,595+1%$232.9M$233.1M+$218.5K2026-11-05
MacKenzie Financial Corp
DECREASED462,218467,062-4,844-1%$233.7M$230.2M-$3.6M2026-11-02
State of New Jersey Common Pension Fund D
INCREASED454,323451,599+2,724+1%$226.0M$226.2M+$254.5K2026-11-05
Philip James Wealth Mangement, LLC
DECREASED433,605434,980-1,3750%$217.7M$215.9M-$1.7M2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED411,472404,932+6,540+2%$202.6M$204.9M+$2.3M2026-11-03
AMF Tjanstepension AB
DECREASED410,805412,511-1,7060%$206.4M$204.6M-$1.9M2026-10-22
MKP Capital Management, L.L.C.
DECREASED397,500405,500-8,000-2%$202.9M$197.9M-$5.0M2026-11-04
Sather Financial Group Inc
INCREASED397,167391,900+5,267+1%$196.1M$197.8M+$1.7M2026-10-30
ProShare Advisors LLC
INCREASED394,884391,361+3,523+1%$195.8M$196.6M+$799.4K2026-10-29
Arizona State Retirement System
INCREASED394,829385,899+8,930+2%$193.1M$196.6M+$3.5M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED386,314412,534-26,220-6%$206.4M$192.4M-$14.1M2026-10-15
Robeco Institutional Asset Management B.V.
INCREASED385,519365,996+19,523+5%$183.1M$192.0M+$8.8M2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED376,545366,787+9,758+3%$183.3M$188.5M+$5.2M2026-11-04
TD Waterhouse Canada Inc.
DECREASED374,931385,346-10,415-3%$192.8M$187.8M-$5.0M2026-10-16
Swiss Life Asset Management Ltd
INCREASED373,767219,362+154,405+70%$109.8M$186.1M+$76.4M2026-11-03
Armstrong Henry H Associates Inc
DECREASED372,534375,150-2,616-1%$187.7M$185.5M-$2.2M2026-10-07
Neos Investment Management LLC
INCREASED342,868298,468+44,400+15%$149.4M$170.7M+$21.4M2026-11-04
IFM Investors Pty Ltd
INCREASED322,718302,137+20,581+7%$151.2M$160.7M+$9.5M2026-10-14
Xponance LLC
INCREASED319,120289,301+29,819+10%$144.8M$158.9M+$14.1M2026-11-03
State of Michigan Retirement System
DECREASED318,329329,329-11,000-3%$164.8M$158.5M-$6.3M2026-10-27
D.A. Davidson & Co.
INCREASED318,326305,386+12,940+4%$152.8M$158.5M+$5.7M2026-10-28
Amalgamated Bank
DECREASED316,960322,016-5,056-2%$161.1M$157.8K-$161.0M2026-10-23
Maj Invest Holding A/S
DECREASED307,932364,813-56,881-16%$182.5K$153.3K-$29.2K2026-10-27
Rakuten Investment Management, Inc.
NEW304,889—+304,889——$153.2M—2026-10-30
Daiwa Securities Group Inc.
INCREASED300,979295,281+5,698+2%$147.8M$149.9M+$2.1M2026-10-29
Gateway Investment Advisers LLC
DECREASED292,951313,238-20,287-6%$156.7M$145.9M-$10.9M2026-10-13
Lido Advisors, LLC
DECREASED272,441290,179-17,738-6%$145.2M$135.7M-$9.5M2026-11-04
Assetmark, Inc
INCREASED267,491250,492+16,999+7%$125.3M$133.2M+$7.9M2026-10-21
Saratoga Research & Investment Management
INCREASED260,270257,895+2,375+1%$129.0M$129.6M+$553.4K2026-10-16
Keybank National Association
INCREASED259,529254,355+5,174+2%$127.3M$129.2M+$2.0M2026-11-04
New York Life Investment Management LLC
INCREASED258,046254,496+3,550+1%$127.3M$128.5M+$1.1M2026-11-04
Calamos Advisors LLC
INCREASED257,641252,430+5,211+2%$126.3M$128.3M+$2.0M2026-11-02
Midwest Trust Co
INCREASED253,589224,463+29,126+13%$112.3M$126.3M+$14.0M2026-10-22
Border to Coast Pensions Partnership Ltd
INCREASED249,376226,374+23,002+10%$113.2M$124.0K-$113.1M2026-10-09
Mcdonald Capital Investors Inc
DECREASED248,492281,317-32,825-12%$140.8M$123.7M-$17.0M2026-10-27
LEE Danner & Bass Inc
DECREASED246,559258,858-12,299-5%$129.5M$122.8M-$6.8M2026-10-27
ACR Alpine Capital Research, LLC
INCREASED246,140243,736+2,404+1%$122.0M$122.6M+$602.0K2026-11-02
Williams Jones Wealth Management, Llc.
DECREASED240,827245,649-4,822-2%$122.9M$119.9M-$3.0M2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED240,482241,432-9500%$120.8M$119.7M-$1.1M2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED239,952240,375-4230%$120.3M$119.5M-$797.1K2026-10-23
Virginia Retirement Systems ET Al
DECREASED235,885242,125-6,240-3%$121.2M$117.5M-$3.7M2026-10-28
Tctc Holdings, LLC
INCREASED235,023233,802+1,221+1%$117.0M$117.0M+$37.5K2026-11-02
Factory Mutual Insurance Co
DECREASED234,150235,400-1,250-1%$117.8M$116.6M-$1.2M2026-10-30
Oregon Public Employees Retirement Fund
INCREASED228,972225,432+3,540+2%$112.8M$114.0M+$1.2M2026-10-30
Fort Washington Investment Advisors Inc
DECREASED223,990255,913-31,923-12%$128.1M$111.5M-$16.5M2026-10-15
State of Alaska, Department of Revenue
DECREASED223,486226,698-3,212-1%$113.4M$111.3K-$113.3M2026-10-15
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED222,411214,533+7,878+4%$107.4M$110.7M+$3.4M2026-10-20
Oppenheimer & Co Inc
INCREASED217,468213,014+4,454+2%$106.6M$108.3M+$1.7M2026-10-26
UniSuper Management Pty Ltd
INCREASED214,242187,602+26,640+14%$93.9M$106.7M+$12.8M2026-10-26
King Luther Capital Management Corp
DECREASED210,361222,060-11,699-5%$111.1M$104.7M-$6.4M2026-11-05
Birch Hill Investment Advisors LLC
DECREASED209,721212,583-2,862-1%$106.4M$104.4M-$1.9M2026-10-16
OP Asset Management Ltd
INCREASED209,076154,952+54,124+35%$77.5M$104.1M+$26.6M2026-11-05
Hendershot Investments Inc.
DECREASED208,172211,073-2,901-1%$105.6M$103.7M-$2.0M2026-11-05
Nisa Investment Advisors, LLC
DECREASED207,529208,539-1,0100%$104.4M$103.3M-$1.0M2026-10-20
Yousif Capital Management, LLC
INCREASED200,440197,284+3,156+2%$98.7M$99.8M+$1.1M2026-10-22
Carnegie Investment Counsel
DECREASED195,894196,097-2030%$96.3M$95.8M-$580.2K2026-10-20
Mutual of America Capital Management LLC
INCREASED190,140188,851+1,289+1%$94.5M$94.7M+$181.1K2026-10-23
Pacifica Capital Investments, LLC
DECREASED187,967188,467-5000%$94.3M$93.6M-$708.8K2026-11-05
HB Wealth Management, LLC
INCREASED187,036180,564+6,472+4%$90.4M$92.6M+$2.3M2026-10-23
Guyasuta Investment Advisors Inc
DECREASED179,155179,211-560%$89.7M$89.2M-$465.2K2026-10-15
Archon Partners LLC
UNCHANGED176,800176,80000%$88.5M$88.0M-$431.4K2026-10-26
Howland Capital Management LLC
DECREASED175,911178,472-2,561-1%$89.3M$87.6M-$1.7M2026-10-22
Salem Investment Counselors Inc
DECREASED172,196173,198-1,002-1%$86.7M$85.7M-$921.5K2026-10-13
Crestwood Advisors Group, LLC
DECREASED165,192170,178-4,986-3%$85.2M$82.3M-$2.9M2026-10-27
Segment Wealth Management, LLC
DECREASED161,741163,605-1,864-1%$81.9M$80.5M-$1.3M2026-10-26
Manitou Investment Management Ltd.
DECREASED160,790169,256-8,466-5%$84.7M$80.1M-$4.6M2026-10-15
Shayne & Jacobs, LLC
DECREASED159,485160,087-6020%$80.1M$79.4M-$690.4K2026-10-21
Clifford Swan Investment Counsel LLC
DECREASED159,113161,414-2,301-1%$80.8M$79.2M-$1.5M2026-11-05
Kestra Private Wealth Services, LLC
DECREASED159,035159,631-5960%$79.9M$79.2M-$686.2K2026-10-30
Smith Chas P & Associates PA Cpas
DECREASED157,784159,093-1,309-1%$79.6M$83.9M+$4.3M2026-10-22
Ardent Capital Management, Inc.
DECREASED155,557158,324-2,767-2%$79.2M$77.5M-$1.8M2026-10-16
Chicago Partners Investment Group LLC
INCREASED155,062152,340+2,722+2%$74.8M$84.1M+$9.3M2026-10-27
Mraz, Amerine & Associates, Inc.
DECREASED153,999156,557-2,558-2%$78.3M$76.7M-$1.7M2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED151,285152,894-1,609-1%$76.5M$75.3M-$1.2M2026-10-22
Motley Fool Asset Management LLC
DECREASED150,587153,688-3,101-2%$76.9M$75.0M-$1.9M2026-10-27
Edgemoor Investment Advisors, Inc.
DECREASED147,898150,326-2,428-2%$75.2M$73.6M-$1.6M2026-11-03
Private Management Group Inc
DECREASED147,801148,451-6500%$74.3M$73.6M-$686.2K2026-11-04
Farther Finance Advisors, LLC
INCREASED142,453128,402+14,051+11%$64.2M$70.9M+$6.7M2026-10-08
Founders Capital Management, LLC
DECREASED140,425140,600-1750%$70.4M$69.9M-$430.2K2026-10-23
Vise Technologies, Inc.
NEW140,165—+140,165——$69.8M—2026-10-29
Hosking Partners LLP
DECREASED139,170150,263-11,093-7%$75.2M$69.3M-$5.9M2026-10-21
Glenview Trust Co
INCREASED139,008135,504+3,504+3%$67.8M$69.2M+$1.4M2026-10-28
ASR Vermogensbeheer N.V.
INCREASED138,798117,166+21,632+18%$58.6M$69.1M+$10.5M2026-10-16
Baxter Bros Inc
DECREASED138,189138,780-5910%$69.4M$68.8M-$633.1K2026-11-04
Greenleaf Trust
DECREASED138,133141,687-3,554-3%$70.9M$68.8M-$2.1M2026-10-29
Parsons Capital Management Inc
DECREASED137,907138,141-2340%$69.1M$68.7M-$453.6K2026-10-28
Parthenon LLC
DECREASED136,634136,778-1440%$68.4M$68.0M-$405.4K2026-10-22
Solitude Financial Services
INCREASED135,723133,063+2,660+2%$66.6M$67.6M+$999.9K2026-10-26
Trust Co of Vermont
INCREASED135,255128,488+6,767+5%$64.3M$67.4M+$3.1M2026-10-21
Central Trust Co
DECREASED135,103135,390-2870%$67.7M$67.3M-$473.3K2026-11-05
Northeast Investment Management
DECREASED134,669134,982-3130%$67.5M$67.1M-$485.2K2026-10-30
Culbertson A N & Co Inc
INCREASED134,392128,286+6,106+5%$64.2M$66.9M+$2.7M2026-10-21
Illinois Municipal Retirement Fund
INCREASED133,099122,816+10,283+8%$61.5M$66.3M+$4.8M2026-11-05
Lountzis Asset Management, LLC
INCREASED132,808132,597+211+0%$66.4M$66.1M-$218.5K2026-10-30
Busey Bank
DECREASED131,409132,895-1,486-1%$66.5M$65.4M-$1.1M2026-10-26
DDD Partners, LLC
INCREASED130,549112,658+17,891+16%$56.4M$65.0M+$8.6M2026-11-02
Mogy Joel R Investment Counsel Inc
DECREASED129,212129,970-758-1%$65.0M$64.3M-$694.6K2026-10-13
Obermeyer Wealth Partners
DECREASED128,601131,389-2,788-2%$65.7M$64.0M-$1.7M2026-10-21
Seizert Capital Partners, LLC
INCREASED128,259126,481+1,778+1%$63.3M$63.9M+$576.7K2026-10-30
Prospera Financial Services Inc
DECREASED122,907130,881-7,974-6%$65.5M$66.7M+$1.2M2026-11-04
Cullen T Bankers, Inc.
DECREASED119,930123,714-3,784-3%$61.9M$59.7M-$2.2M2026-10-28
Private Wealth Partners, LLC
INCREASED118,649115,203+3,446+3%$57.6M$59.1M+$1.4M2026-10-22
Stack Financial Management, Inc
DECREASED118,498119,231-733-1%$59.7M$59.0M-$655.9K2026-11-02
Intelligent Financial Strategies
DECREASED117,215120,403-3,188-3%$60.2M$58.4M-$1.9M2026-10-16
AM Investment Strategies LLC
DECREASED116,340118,180-1,840-2%$59.1K$57.9K-$1.2K2026-11-05
Welch & Forbes LLC
DECREASED115,447115,656-2090%$57.9M$57.5M-$386.3K2026-11-04
Farmers & Merchants Investments Inc
DECREASED114,085114,155-700%$57.1M$56.8M-$313.4K2026-10-22
Chemistry Wealth Management LLC
INCREASED114,025113,140+885+1%$56.6M$56.8M+$164.8K2026-10-16
Valeo Financial Advisors, LLC
INCREASED114,022110,971+3,051+3%$55.5M$56.8M+$1.3M2026-10-08
ABN Amro Investment Solutions
INCREASED113,26686,322+26,944+31%$43.2M$56.4M+$13.2M2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED111,727114,079-2,352-2%$57.1M$55.6M-$1.4M2026-10-20
J.W. Cole Advisors, Inc.
INCREASED111,422110,601+821+1%$55.3M$55.5M+$138.7K2026-11-05
Apollon Wealth Management, LLC
INCREASED111,145105,406+5,739+5%$52.7M$55.3M+$2.6M2026-10-23
Asset Management Advisors, LLC
DECREASED111,040112,220-1,180-1%$56.2M$55.3M-$861.4K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED110,314101,823+8,491+8%$51.0M$54.9M+$4.0M2026-10-16
Choreo, LLC
INCREASED109,630106,292+3,338+3%$53.2M$54.6M+$1.4M2026-10-28
Gulf International Bank (UK) Ltd
INCREASED109,577106,642+2,935+3%$53.4M$54.6K-$53.3M2026-10-20
Florida Trust Wealth Management Co
DECREASED108,195109,320-1,125-1%$54.7M$53.9M-$826.9K2026-11-05
Oppenheimer Asset Management Inc.
DECREASED107,648109,134-1,486-1%$54.6M$53.6M-$1.0M2026-10-27
New Capital Management LP
DECREASED106,941107,130-1890%$53.6M$53.3M-$355.5K2026-10-29
Vestor Capital, LLC
DECREASED106,428513,418-406,990-79%$29.3K$18.0K-$11.3K2026-11-04
Pinnacle Associates LTD
DECREASED106,140106,788-648-1%$53.4M$52.9M-$583.2K2026-10-20
Aegon Asset Management UK PLC
DECREASED105,984106,841-857-1%$53.5M$52.8M-$687.4K2026-11-04
Cullen Investment Group, Ltd.
INCREASED105,753105,501+252+0%$52.8M$54.7M+$1.9M2026-10-13
Saybrook Capital
DECREASED105,730105,995-2650%$53.0M$52.6M-$390.6K2026-10-27
Citadel Investment Advisory, Inc.
DECREASED104,359104,793-4340%$52.4M$52.0M-$470.0K2026-10-15
Cohen Klingenstein LLC
DECREASED104,185105,274-1,089-1%$52.7M$51.9M-$799.1K2026-10-15
Smith Salley Wealth Management
INCREASED103,699101,635+2,064+2%$50.9M$51.6M+$779.7K2026-11-03
Exchange Traded Concepts, LLC
INCREASED102,42577,205+25,220+33%$38.6M$51.0M+$12.4M2026-10-28
Associated Banc-Corp
DECREASED101,576104,096-2,520-2%$52.1M$50.6M-$1.5M2026-10-30
Academy Capital Management
DECREASED101,464105,008-3,544-3%$52.5M$50.5M-$2.0M2026-11-05
JFS Wealth Advisors, LLC
DECREASED101,448103,121-1,673-2%$51.6M$50.5M-$1.1M2026-11-03
Grandfield & Dodd, LLC
INCREASED100,929100,110+819+1%$50.1M$50.3M+$163.6K2026-10-29
Avior Wealth Management, LLC
DECREASED100,808104,840-4,032-4%$52.5M$50.2M-$2.3M2026-10-13
Defender Capital, Llc.
DECREASED100,299101,329-1,030-1%$50.7M$49.9M-$760.1K2026-10-01
BSN Capital Partners Ltd
NEW100,000—+100,000——$50.7M—2026-10-23
Lincoln Capital LLC
DECREASED99,989100,250-2610%$50.2M$49.9M-$313.6K2026-10-09
Hartford Investment Management Co
DECREASED99,728101,373-1,645-2%$50.7M$49.7M-$1.1M2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED96,51396,51300%$48.3M$48.1M-$235.5K2026-10-30
Moody Lynn Lieberson & Walker, LLC
DECREASED96,40297,481-1,079-1%$48.8M$48.0M-$775.1K2026-10-14
Crossmark Global Holdings, Inc.
DECREASED96,34599,072-2,727-3%$49.6M$48.0M-$1.6M2026-10-21
Tweedy, Browne Co LLC
DECREASED95,05897,625-2,567-3%$48.9M$47.3M-$1.5M2026-11-04
Norris Perne & French LLP
INCREASED94,95994,671+288+0%$47.4M$47.3M-$87.9K2026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED94,60696,116-1,510-2%$48.1M$47.1M-$986.4K2026-10-05
First Nebraska Trust Co
DECREASED94,60395,578-975-1%$47.8M$47.1M-$718.9K2026-10-30
Foundation Resource Management Inc
DECREASED93,69395,399-1,706-2%$47.7M$46.7M-$1.1M2026-10-19
Norman Fields, Gottscho Capital Management, LLC
DECREASED93,41296,443-3,031-3%$48.3M$46.5M-$1.7M2026-10-05
Harvey Investment Co LLC
DECREASED93,18493,994-810-1%$47.0M$46.4K-$47.0M2026-10-20
Bokf, NA
INCREASED92,92778,826+14,101+18%$39.4M$46.3M+$6.8M2026-10-27
New Mexico Educational Retirement Board
UNCHANGED92,55792,55700%$46.3M$46.1K-$46.3M2026-11-05
Louisiana State Employees Retirement System
DECREASED91,60093,700-2,100-2%$46.9M$45.6M-$1.3M2026-10-20
Arkfeld Wealth Strategies, L.L.C.
DECREASED89,67489,746-720%$45.5M$45.4M-$66.0K2026-10-19
Matthew Goff Investment Advisor, LLC
DECREASED86,83386,849-160%$43.5M$43.2M-$219.9K2026-10-13
Allen Capital Group, LLC
DECREASED86,11189,190-3,079-3%$44.6M$42.9M-$1.8M2026-10-27
Generate Investment Management Ltd
INCREASED86,04771,938+14,109+20%$36.0M$42.8M+$6.9M2026-10-14
Mill Capital Management, LLC
DECREASED84,35086,700-2,350-3%$43.4M$42.0M-$1.4M2026-10-26
TrinityBridge Ltd
DECREASED84,15884,627-469-1%$42.3M$41.9K-$42.3M2026-10-30
SP Asset Management LLC
DECREASED83,328115,167-31,839-28%$57.6M$41.5M-$16.1M2026-11-05
NWF Advisory Services Inc.
INCREASED82,59182,424+167+0%$41.2M$41.1M-$118.0K2026-10-19
Baskin Financial Services Inc.
DECREASED82,20084,076-1,876-2%$42.1K$40.9K-$1.1K2026-10-19
Philadelphia Trust Co
DECREASED81,36586,575-5,210-6%$43.3M$40.5K-$43.3M2026-11-05
Confluence Investment Management LLC
DECREASED80,73286,570-5,838-7%$43.3M$40.2M-$3.1M2026-10-01
CWA Asset Management Group, LLC
INCREASED79,19178,903+288+0%$39.5M$39.4M-$49.2K2026-10-19
Daymark Wealth Partners, LLC
INCREASED78,55370,395+8,158+12%$35.2M$39.1M+$3.9M2026-11-04
Ervin Investment Management, LLC
DECREASED78,53878,831-2930%$39.4M$39.1M-$338.2K2026-10-23
B. Metzler seel. Sohn & Co. AG
DECREASED78,47780,113-1,636-2%$40.1M$39.1M-$1.0M2026-10-30
Parallel Advisors, LLC
DECREASED77,27977,660-3810%$38.9M$38.5M-$379.2K2026-11-03
Eubel Brady & Suttman Asset Management Inc
INCREASED76,82175,887+934+1%$38.0M$38.3K-$37.9M2026-11-04
Signaturefd, LLC
INCREASED76,62673,775+2,851+4%$36.9M$38.2M+$1.2M2026-10-23
Boston Trust Walden Corp
DECREASED76,53076,587-570%$38.3M$38.1M-$215.3K2026-10-30
Cadinha & Co LLC
INCREASED75,56875,269+299+0%$37.7M$37.6M-$34.8K2026-10-22
Citizens Financial Group Inc
DECREASED75,15579,219-4,064-5%$39.6M$37.4M-$2.2M2026-10-23
BI Asset Management Fondsmaeglerselskab A/S
DECREASED74,77185,695-10,924-13%$42.9M$37.2K-$42.8M2026-10-22
McCollum Christoferson Group LLC
INCREASED74,723700+74,023+10575%$350.3K$512.0K+$161.8K2026-10-13
Baker Ellis Asset Management LLC
INCREASED74,57974,119+460+1%$37.1M$37.1M+$48.2K2026-10-14
Adams Diversified Equity Fund, Inc.
DECREASED74,34383,843-9,500-11%$42.0M$37.0M-$4.9M2026-10-21
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW74,000—+74,000——$36.8M—2026-11-04
Steginsky Capital LLC
DECREASED73,75874,430-672-1%$37.2K$36.7K-$5162026-10-07
Arthur M. Cohen & Associates, LLC
DECREASED73,01573,579-564-1%$36.8M$36.4M-$460.4K2026-10-26
Aspiriant, LLC
DECREASED72,19372,942-749-1%$36.5M$35.9M-$550.9K2026-10-16
Kanawha Capital Management LLC
DECREASED72,03772,484-447-1%$36.3M$35.9M-$399.4K2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED71,40273,061-1,659-2%$36.6M$35.6M-$1.0M2026-10-09
Security National Bank
INCREASED70,89470,189+705+1%$35.1M$35.3M+$179.8K2026-10-26
Schaper Benz & Wise Investment Counsel Inc
DECREASED70,87870,882-40%$35.5M$35.3M-$174.9K2026-10-09
Brighton Jones LLC
INCREASED70,86767,518+3,349+5%$33.8M$35.3M+$1.5M2026-11-03
Regions Financial Corp
DECREASED70,84473,669-2,825-4%$36.9M$35.3M-$1.6M2026-11-05
Greenwood Gearhart LLC
INCREASED70,54968,878+1,671+2%$34.5M$35.1M+$664.0K2026-11-02
Braun Stacey Associates Inc
INCREASED70,37870,264+114+0%$35.2M$35.0M-$114.7K2026-10-19
Locust Wood Capital Advisers, LLC
INCREASED69,82066,424+3,396+5%$33.2M$34.8M+$1.5M2026-11-03
Titleist Asset Management, LLC
DECREASED69,11970,327-1,208-2%$35.2M$34.4M-$772.1K2026-10-08
Whitegate Investment Counselors, Inc.
INCREASED68,69268,110+582+1%$34.1M$34.2M+$123.6K2026-11-02
Ferguson Wellman Capital Management, Inc
INCREASED67,85467,305+549+1%$33.7M$33.8M+$109.2K2026-10-05
White Pine Investment Co
DECREASED67,15867,732-574-1%$33.9M$33.4K-$33.9M2026-10-15
Reik & Co., LLC
DECREASED66,74072,471-5,731-8%$36.3M$33.2M-$3.0M2026-10-27
Compagnie Lombard Odier SCmA
DECREASED66,57166,846-2750%$33.4M$33.1M-$300.0K2026-11-04
Clear Harbor Asset Management, LLC
INCREASED66,32560,444+5,881+10%$30.2M$33.0M+$2.8M2026-11-05
ASO Group Ltd
INCREASED65,79943,069+22,730+53%$21.6M$32.8K-$21.5M2026-11-05
Diesslin Group, Inc.
DECREASED64,93768,349-3,412-5%$34.2M$32.3M-$1.9M2026-10-14
Washington Trust Advisors, Inc.
DECREASED64,87566,264-1,389-2%$33.2M$32.3M-$853.3K2026-10-22
Bryn Mawr Trust Advisors, LLC
DECREASED64,84565,910-1,065-2%$33.0M$32.3M-$691.1K2026-11-04
Anchor Capital Advisors LLC
INCREASED64,44661,453+2,993+5%$30.8M$32.1M+$1.3M2026-11-05
Lmcg Investments, LLC
DECREASED64,43064,807-377-1%$32.4M$32.1M-$345.9K2026-10-21
Professional Advisory Services Inc
DECREASED63,23064,394-1,164-2%$32.2K$31.5K-$7372026-10-08
Gradient Investments LLC
DECREASED63,21068,716-5,506-8%$34.4M$31.5M-$2.9M2026-10-08
Harbor Investment Advisory, LLC
DECREASED63,20064,040-840-1%$32.0M$31.5M-$574.3K2026-10-13
Meridian Wealth Management, LLC
DECREASED63,11174,514-11,403-15%$37.3M$31.4M-$5.9M2026-11-05
WoodTrust Financial Corp
DECREASED62,96863,052-840%$31.6M$31.4K-$31.5M2026-10-09
71 West Capital Partners
INCREASED62,68962,290+399+1%$31.2M$31.2M+$46.7K2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED62,34810,712+51,636+482%$5.4M$31.0M+$25.7M2026-10-22
Park Avenue Securities LLC
DECREASED62,26562,540-2750%$31.3M$31.0K-$31.3M2026-10-26
Larson Financial Group LLC
INCREASED62,10155,021+7,080+13%$27.5M$30.9M+$3.4M2026-11-05
Poehling Capital Management, Inc.
INCREASED61,99661,850+146+0%$30.9M$30.9M-$78.2K2026-10-20
WealthPLAN Partners, LLC
DECREASED61,94163,155-1,214-2%$31.6M$30.8M-$758.7K2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED61,50562,002-497-1%$31.0M$30.6M-$398.8K2026-10-23
American National Bank & Trust
DECREASED61,36264,191-2,829-4%$32.1M$30.6M-$1.6M2026-10-07
D'Orazio & Associates, Inc.
DECREASED61,34568,256-6,911-10%$34.2M$30.5M-$3.6M2026-11-04
United Community Bank
INCREASED60,77160,354+417+1%$30.2M$30.3M+$60.4K2026-10-28
Capital Investment Advisors, LLC
DECREASED60,58061,855-1,275-2%$31.0M$30.2M-$786.1K2026-10-22
Acorn Financial Advisory Services Inc
DECREASED60,49961,023-524-1%$30.5M$30.1M-$409.4K2026-11-02
Sowell Financial Services LLC
DECREASED60,47761,173-696-1%$30.6M$30.1M-$495.6K2026-10-23
Beese Fulmer Investment Management, Inc.
INCREASED60,47760,475+20%$30.3M$30.1M-$146.6K2026-10-23
Bradyco, Inc.
NEW60,291—+60,291——$30.0M—2026-11-03
Stephenson & Company, Inc.
INCREASED60,00558,177+1,828+3%$29.1M$29.9M+$768.3K2026-10-30
Nichols & Pratt Advisers LLP
INCREASED59,60458,721+883+2%$29.4M$29.8M+$448.4K2026-10-13
IFP Advisors, Inc
INCREASED59,46454,780+4,684+9%$27.4M$29.6M+$2.2M2026-10-16
Lee Financial Co
DECREASED59,18365,559-6,376-10%$32.8M$29.5M-$3.3M2026-10-16
Compound Planning, Inc.
DECREASED59,07461,254-2,180-4%$30.7M$29.4M-$1.2M2026-11-05
HUB Investment Partners, LLC
DECREASED58,98085,070-26,090-31%$42.6M$29.4M-$13.2M2026-11-03
Focus Financial Network, Inc.
INCREASED58,37958,099+280+0%$29.1M$29.1M-$2.3K2026-10-14
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED58,22758,614-387-1%$29.3M$29.0M-$335.9K2026-11-03
Ethic Inc.
INCREASED58,00555,570+2,435+4%$27.8M$28.9M+$1.1M2026-11-03
Heirloom Wealth Management
INCREASED57,88456,873+1,011+2%$28.5M$28.8M+$364.7K2026-10-14
Mather Group, Llc.
INCREASED57,80946,166+11,643+25%$23.1M$28.8M+$5.7M2026-10-14
Live Oak Private Wealth LLC
DECREASED57,76861,850-4,082-7%$30.9M$28.8M-$2.2M2026-11-02
Barlow Wealth Partners, LLC
INCREASED57,61257,201+411+1%$28.3M$29.1M+$822.7K2026-10-15
Carret Asset Management, LLC
DECREASED57,40957,752-343-1%$28.9M$28.6M-$311.7K2026-11-04
YHB Investment Advisors, Inc.
DECREASED57,32659,803-2,477-4%$29.9M$28.5M-$1.4M2026-10-08
Westchester Capital Management, Inc.
DECREASED57,21257,422-2100%$28.7M$28.5M-$244.7K2026-10-23
North Dakota State Investment Board
INCREASED57,03854,845+2,193+4%$27.4M$28.4M+$958.2K2026-10-27
Fisher Funds Management LTD
INCREASED57,03754,037+3,000+6%$27.0M$28.4M+$1.4M2026-10-13
BLB&B Advisors, LLC
DECREASED56,74756,784-370%$28.4M$28.3M-$157.0K2026-10-27
GHP Investment Advisors, Inc.
DECREASED56,61956,698-790%$28.4M$28.2M-$177.7K2026-10-15
Chicago Capital, LLC
INCREASED56,42554,788+1,637+3%$27.4M$28.1M+$681.5K2026-10-13
Strata Wealth Advisors, LLC
DECREASED56,18860,758-4,570-8%$30.4M$28.0M-$2.4M2026-10-16
Thompson Siegel & Walmsley LLC
DECREASED56,17056,699-529-1%$28.4M$28.0K-$28.3M2026-11-05
Beaumont Financial Advisors, LLC
DECREASED56,15056,832-682-1%$28.4M$28.0M-$478.3K2026-10-22
Pecaut & Co.
DECREASED56,14558,483-2,338-4%$29.3M$28.0M-$1.3M2026-10-27
Generali Asset Management SPA SGR
INCREASED55,94949,447+6,502+13%$24.7M$27.9M+$3.1M2026-10-26
Franklin Street Advisors Inc
INCREASED55,64555,603+42+0%$27.8M$27.7M-$114.8K2026-10-13
Accredited Investors Inc.
INCREASED55,59551,302+4,293+8%$25.7M$27.7M+$2.0M2026-11-03
Adamsbrown Wealth Consultants LLC
INCREASED55,40353,317+2,086+4%$26.7M$27.6M+$908.7K2026-10-20
Violich Capital Management, Inc.
DECREASED55,07655,826-750-1%$27.9M$27.4M-$509.7K2026-10-05
Foster Dykema Cabot & Partners, LLC
DECREASED54,43355,263-830-1%$27.7M$27.1M-$548.1K2026-10-30
Gamma Investing LLC
INCREASED54,06948,397+5,672+12%$24.2M$26.9M+$2.7M2026-10-08
Ridgewood Investments LLC
INCREASED53,85246,686+7,166+15%$23.4M$26.8M+$3.5M2026-10-05
Perigon Wealth Management, LLC
DECREASED53,84861,830-7,982-13%$30.9M$26.8M-$4.1M2026-10-22
Mirador Capital Partners LP
INCREASED53,66752,270+1,397+3%$26.2M$26.7M+$568.0K2026-10-09
Tokio Marine Asset Management Co LTD
INCREASED53,43750,731+2,706+5%$25.4M$26.6M+$1.2M2026-10-26
Allen Investment Management, LLC
DECREASED53,24555,744-2,499-4%$27.9M$26.5M-$1.4M2026-11-03
AlphaCore Capital LLC
INCREASED52,09741,141+10,956+27%$20.6M$25.9M+$5.4M2026-11-04
Carnegie Lake Advisors LLC
INCREASED51,79223,960+27,832+116%$12.0M$11.9M-$63.4K2026-11-03
Atria Investments, Inc
INCREASED51,67445,748+5,926+13%$22.9M$25.7M+$2.8M2026-10-15
Henshaw Capital LLC
UNCHANGED51,65051,65000%$25.8M$25.7M-$126.0K2026-11-03
True North Advisors, LLC
INCREASED51,52049,257+2,263+5%$24.6M$25.7M+$1.0M2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED51,48351,272+211+0%$25.7M$25.6M-$20.3K2026-11-03
Hendley & Co Inc
DECREASED51,29251,337-450%$25.7K$25.5K-$1482026-10-29
Well Done, LLC
DECREASED51,20451,648-444-1%$25.8M$25.5M-$347.1K2026-10-20
Adams Asset Advisors, LLC
UNCHANGED50,70050,70000%$25.4M$25.2M-$123.7K2026-10-08
Sapient Capital LLC
DECREASED50,19050,423-2330%$25.2M$25.0M-$239.1K2026-10-08
RMR Capital Management, LLC
DECREASED50,09150,103-120%$25.1M$24.9M-$128.2K2026-10-23
Canerector Inc
UNCHANGED50,00050,00000%$25.0M$24.9M-$122.0K2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED49,93739,582+10,355+26%$19.8M$24.9M+$5.1M2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED49,68154,186-4,505-8%$27.1M$24.7M-$2.4M2026-10-22
Fulton Breakefield Broenniman LLC
DECREASED49,37749,763-386-1%$24.9M$24.6M-$313.5K2026-11-03
Sculati Wealth Management, LLC
INCREASED49,33348,753+580+1%$23.9M$25.5M+$1.6M2026-10-19
Evergreen Capital Management LLC
INCREASED49,24745,087+4,160+9%$22.6M$24.5M+$2.0M2026-10-23
Solidarity Wealth, LLC
DECREASED48,97549,985-1,010-2%$25.0M$24.4M-$624.9K2026-10-15
Integrity Alliance, Llc.
DECREASED48,75749,464-707-1%$24.8M$24.3M-$472.8K2026-10-29
Arbejdsmarkedets Tillaegspension
NEW48,600—+48,600——$24.2M—2026-10-30
Nations Financial Group Inc,
DECREASED48,17051,206-3,036-6%$25.6M$24.0M-$1.6M2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED48,10041,832+6,268+15%$20.9M$23.7M+$2.8M2026-10-21
WealthPlan Investment Management, LLC
DECREASED47,82548,597-772-2%$24.3M$23.8M-$502.6K2026-10-15
WP Advisors, LLC
INCREASED47,80847,545+263+1%$23.8M$23.8M+$15.0K2026-10-22
J. L. Bainbridge & Co., Inc.
DECREASED47,65548,285-630-1%$24.2M$23.7M-$431.5K2026-10-20
Wedbush Securities Inc
DECREASED47,59349,053-1,460-3%$24.5M$23.7K-$24.5M2026-10-22
Patten Group, Inc.
INCREASED47,17046,243+927+2%$23.1M$23.5M+$348.8K2026-10-26
Alta Capital Management LLC/
DECREASED46,80255,746-8,944-16%$27.9M$23.3M-$4.6M2026-10-26
Beacon Financial Group
DECREASED46,20448,031-1,827-4%$24.0M$23.0M-$1.0M2026-10-19
Harbour Trust & Investment Management Co
DECREASED46,18546,868-683-1%$23.5M$23.0M-$454.5K2026-10-28
Bahl & Gaynor LLC
DECREASED45,92846,017-890%$23.0M$22.9M-$156.6K2026-11-05
Quadrant Capital Group LLC
DECREASED45,92246,476-554-1%$23.3M$23.9M+$650.4K2026-10-20
Wedmont Private Capital
INCREASED45,49939,346+6,153+16%$19.4M$23.3M+$3.8M2026-10-09
Park National Corp
DECREASED45,45946,039-580-1%$23.0M$22.6M-$401.1K2026-10-05
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED44,64544,64500%$22.3M$22.2M-$108.9K2026-10-19
Absher Wealth Management, LLC
INCREASED44,42643,653+773+2%$21.8M$22.1M+$278.4K2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED44,24643,188+1,058+2%$21.6M$22.0M+$421.5K2026-10-22
MGO One Seven LLC
INCREASED43,99943,975+24+0%$22.0M$21.9M-$95.3K2026-10-28
Apella Capital, LLC
INCREASED43,80142,085+1,716+4%$21.2M$22.2M+$963.3K2026-10-08
Lawson Kroeker Investment Management Inc
DECREASED43,36444,113-749-2%$22.1M$21.6M-$480.6K2026-10-22
Tennessee Valley Asset Management Partners
DECREASED43,36243,830-468-1%$21.9M$21.6M-$340.1K2026-11-03
Account Management LLC
DECREASED43,29444,264-970-2%$22.1M$21.6M-$591.0K2026-11-04
Kinsale Capital Group, Inc.
INCREASED43,20033,029+10,171+31%$16.5M$21.5M+$5.0M2026-11-04
Corda Investment Management, Llc.
INCREASED42,76633,775+8,991+27%$16.9M$21.3M+$4.4M2026-10-22
Venture Visionary Partners LLC
INCREASED42,55239,614+2,938+7%$19.8M$21.2M+$1.4M2026-10-07
Sigma Planning Corp
INCREASED42,54242,467+75+0%$21.2M$21.2M-$54.5K2026-10-23
SBI Securities Co., Ltd.
DECREASED42,35567,127-24,772-37%$33.6M$21.1M-$12.5M2026-10-22
Vontobel Holding Ltd.
INCREASED42,28732,923+9,364+28%$16.5M$21.1M+$4.6M2026-10-16
Banyan Capital Management, Inc.
INCREASED42,18940,853+1,336+3%$20.4M$21.0M+$565.6K2026-11-05
First Citizens Bank & Trust Co
INCREASED41,99839,877+2,121+5%$20.0M$20.9M+$958.9K2026-10-14
Hingham Institution for Savings
UNCHANGED41,45041,45000%$20.7M$20.6M-$101.1K2026-10-20
Wesbanco Bank Inc
DECREASED41,35447,906-6,552-14%$24.0M$20.6M-$3.4M2026-11-04
CapWealth Advisors, LLC
DECREASED41,26441,676-412-1%$20.9M$20.5M-$306.8K2026-10-05
Roffman Miller Associates Inc
INCREASED41,19940,014+1,185+3%$20.0M$20.5M+$492.3K2026-10-19
Vest Financial, LLC
DECREASED41,11241,581-469-1%$20.8M$20.5M-$335.0K2026-10-21
Burns J W & Co Inc
DECREASED40,88440,953-690%$20.5M$20.4M-$134.3K2026-10-20
Carter Financial Group, Inc.
DECREASED40,78541,693-908-2%$20.9M$20.3M-$553.6K2026-10-21
CenterBook Partners LP
DECREASED40,71656,229-15,513-28%$28.1M$20.3M-$7.9M2026-11-02
Arwa LLC
INCREASED40,49139,443+1,048+3%$19.5M$21.1M+$1.6M2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED40,26541,899-1,634-4%$21.0M$20.1M-$915.9K2026-10-27
Edge Wealth Management LLC
INCREASED40,15140,143+8+0%$20.1M$20.1M-$13.3K2026-10-13
Stolper Co
INCREASED40,06439,843+221+1%$19.9K$20.0K+$132026-10-13
Independent Financial Group, LLC
DECREASED39,60139,608-70%$19.8M$19.7M-$100.3K2026-10-13
Hollow Brook Wealth Management LLC
DECREASED39,42440,586-1,162-3%$20.3M$19.6M-$677.6K2026-10-29
Cypress Capital Group
DECREASED39,20742,014-2,807-7%$21.0M$19.5M-$1.5M2026-11-03
Meitav Investment House LTD
INCREASED39,20638,368+838+2%$19.2M$19.5M+$324.4K2026-10-28
Albion Financial Group
INCREASED39,07338,504+569+1%$19.3M$19.5M+$189.1K2026-10-21
Beacon Financial Planning, Inc
DECREASED39,05841,158-2,100-5%$20.6M$19.4M-$1.1M2026-11-04
Koa Wealth Management, LLC
INCREASED38,97838,722+256+1%$19.4M$19.4M+$33.0K2026-10-14
Modera Wealth Management, LLC
DECREASED38,85842,032-3,174-8%$21.0M$19.3M-$1.7M2026-10-28
TLW Wealth Management, LLC
INCREASED38,61438,154+460+1%$19.1M$19.2M+$136.0K2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
DECREASED38,53439,082-548-1%$19.6M$19.2M-$368.2K2026-10-23
First National Trust Co
DECREASED38,52346,283-7,760-17%$23.2M$19.2M-$4.0M2026-10-28
Pittenger & Anderson Inc
INCREASED38,24838,117+131+0%$19.1M$19.0M-$27.8K2026-11-02
Trinity Financial Advisors LLC
DECREASED37,95041,247-3,297-8%$20.6M$18.9M-$1.7M2026-10-09
Summit Asset Management, LLC
DECREASED37,81337,864-510%$18.9M$18.8M-$117.8K2026-11-05
Quilter Plc
DECREASED37,72798,442-60,715-62%$49.3M$18.8M-$30.5M2026-10-21
Eastern Bank
DECREASED37,65038,237-587-2%$19.1M$18.7M-$385.6K2026-10-05
Knights of Columbus Asset Advisors LLC
INCREASED36,47129,247+7,224+25%$14.6M$18.2M+$3.5M2026-11-05
KMG Fiduciary Partners, LLC
DECREASED36,38338,004-1,621-4%$19.0M$18.1M-$900.0K2026-10-14
Suncoast Equity Management
DECREASED36,38137,949-1,568-4%$19.0M$18.1M-$873.4K2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED35,82837,372-1,544-4%$18.7M$17.8M-$860.0K2026-11-02
Sky Investment Group LLC
INCREASED35,80915,154+20,655+136%$7.6M$17.8M+$10.2M2026-10-30
Sagespring Wealth Partners, LLC
INCREASED35,68228,080+7,602+27%$14.1M$17.8M+$3.7M2026-10-22
Dynamic Advisor Solutions LLC
INCREASED35,32235,077+245+1%$17.6M$17.6M+$36.2K2026-10-13
Financial Security Advisor, Inc.
DECREASED35,27237,960-2,688-7%$19.0M$17.6M-$1.4M2026-11-03
Codex Capital Asset Management L.L.C.
UNCHANGED35,23035,23000%$17.6M$17.5M-$86.0K2026-10-30
XML Financial, LLC
DECREASED35,08836,078-990-3%$18.1M$17.5M-$581.0K2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED34,95334,531+422+1%$17.0M$18.6M+$1.6M2026-10-21
Ascent Group, LLC
INCREASED34,81734,091+726+2%$17.1M$17.3M+$278.3K2026-10-30
Arnhold LLC
UNCHANGED34,75534,75500%$17.4M$17.3M-$84.8K2026-10-26
Woodmont Investment Counsel LLC
INCREASED34,15633,977+179+1%$17.0M$17.0M+$6.2K2026-10-29
First American Bank
INCREASED34,09234,088+4+0%$17.1M$17.0M-$81.2K2026-10-27
Pictet North America Advisors SA
INCREASED34,00532,136+1,869+6%$16.1M$16.9M+$852.3K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED33,93324,723+9,210+37%$12.3M$16.9M+$4.6M2026-10-13
Steele Capital Management, Inc.
DECREASED33,85136,537-2,686-7%$18.3M$16.9M-$1.4M2026-11-02
Neville Rodie & Shaw Inc
DECREASED33,76438,129-4,365-11%$19.1K$16.8K-$2.3K2026-10-05
Columbia Asset Management
DECREASED33,69333,730-370%$16.9M$16.8M-$100.7K2026-10-19
Townsend & Associates, Inc
DECREASED33,66633,845-179-1%$16.6M$17.9M+$1.3M2026-10-23
Moran Wealth Management, LLC
INCREASED33,60432,987+617+2%$16.5M$16.7M+$226.7K2026-10-22
Eos Management, L.P.
UNCHANGED33,25033,25000%$16.6M$16.6M-$81.1K2026-10-27
Arga Investment Management, LP
DECREASED33,21366,519-33,306-50%$33.3M$16.5M-$16.7M2026-10-30
Biltmore Family Office, LLC
INCREASED33,18330,465+2,718+9%$15.2M$16.5M+$1.3M2026-11-03
Fiduciary Alliance LLC
DECREASED32,90835,649-2,741-8%$17.8M$16.4M-$1.5M2026-10-13
O'Keefe Stevens Advisory, Inc.
INCREASED32,70131,830+871+3%$15.9M$16.3M+$356.0K2026-10-09
Appleton Partners Inc
INCREASED32,39432,382+12+0%$16.2M$16.1K-$16.2M2026-10-30
Archford Capital Strategies, LLC
INCREASED32,31831,372+946+3%$15.7M$16.1M+$394.5K2026-10-19
Demars Financial Group, LLC
INCREASED32,08830,785+1,303+4%$15.4M$16.0M+$573.7K2026-10-22
NBT Bank, N.A.
DECREASED31,98833,178-1,190-4%$16.6M$15.9M-$673.5K2026-10-21
1900 Wealth Management LLC
INCREASED31,93730,994+943+3%$15.5M$15.9M+$393.9K2026-10-13
Northstar Asset Management Co
DECREASED31,90232,637-735-2%$16.2M$17.2M+$1.0M2026-10-22
Burney Co/
DECREASED31,87732,872-995-3%$16.4M$15.9M-$575.7K2026-10-15
SeaBridge Investment Advisors LLC
INCREASED31,78528,886+2,899+10%$14.5M$15.8M+$1.4M2026-11-02
VestGen Advisors, LLC
DECREASED31,61032,652-1,042-3%$16.3M$15.7M-$598.5K2026-10-27
Patton Fund Management, Inc.
DECREASED31,50031,857-357-1%$15.9M$15.7M-$255.5K2026-10-13
Boit C F David
UNCHANGED31,12831,12800%$15.6M$15.5M-$76.0K2026-10-29
Farmers & Merchants Trust Co of Long Beach
DECREASED31,11331,457-344-1%$15.7M$15.5M-$248.0K2026-10-22
KCM Investment Advisors LLC
INCREASED31,01429,758+1,256+4%$14.9M$15.4M+$552.8K2026-10-27
Waterfront Wealth Inc.
DECREASED30,95030,965-150%$15.3M$16.7M+$1.4M2026-11-03
Eldred Rock Partners, LLC
INCREASED30,91530,663+252+1%$15.3M$15.4M+$50.7K2026-10-13
Americana Partners, LLC
INCREASED30,88230,731+151+0%$15.4M$15.4M+$2072026-10-28
PDS Planning, Inc
DECREASED30,69730,747-500%$15.4M$15.3M-$99.7K2026-11-03
Greenwood Capital Associates LLC
DECREASED30,64331,121-478-2%$15.6M$15.3M-$314.0K2026-10-27
M Holdings Securities, Inc.
NEW30,192—+30,192——$16.2K—2026-11-03
Mlp3, LLC
INCREASED30,16829,685+483+2%$14.9M$15.0M+$168.1K2026-10-22
Visionary Wealth Advisors
DECREASED30,06830,924-856-3%$15.5M$15.0M-$501.4K2026-11-04
Embree Financial Group
INCREASED30,01827,915+2,103+8%$14.0M$14.9M+$979.1K2026-10-22
Fogel Capital Management, Inc.
INCREASED30,00529,742+263+1%$14.9M$14.9M+$58.4K2026-11-04
ARS Wealth Advisors Group, LLC
DECREASED29,87530,587-712-2%$15.3M$14.9M-$429.2K2026-10-16
Ledyard National Bank
DECREASED29,62630,390-764-3%$15.2M$14.8M-$454.6K2026-10-21
Gryphon Financial Partners LLC
INCREASED29,49028,860+630+2%$14.4M$14.7M+$243.4K2026-11-04
Wealthcare Advisory Partners LLC
INCREASED29,32225,840+3,482+13%$12.9M$14.6M+$1.7M2026-10-21
Principle Wealth Partners LLC
INCREASED29,10826,919+2,189+8%$13.5M$14.5M+$1.0M2026-11-02
Hudock, Inc.
INCREASED28,99928,997+2+0%$14.5M$14.4M-$69.8K2026-10-14
Patriot Financial Group Insurance Agency, LLC
INCREASED28,77526,864+1,911+7%$13.4M$14.3M+$886.1K2026-10-14
Blueprint Investment Partners LLC
INCREASED28,73424,150+4,584+19%$12.1M$14.3M+$2.2M2026-10-28
TBH Global Asset Management, LLC
DECREASED28,71228,821-1090%$14.4M$14.3M-$124.5K2026-11-03
SteelPeak Wealth, LLC
INCREASED28,56628,436+130+0%$14.2M$14.2M-$4.7K2026-10-16
AMI Investment Management Inc
INCREASED28,54828,158+390+1%$14.1M$14.2M+$125.5K2026-10-27
Cornerstone Wealth Group, LLC
INCREASED28,47028,285+185+1%$14.2M$14.2M+$23.1K2026-11-02
RFG Advisory, LLC
INCREASED28,46724,222+4,245+18%$12.1M$14.2M+$2.1M2026-11-03
Mezzasalma Advisors, LLC
DECREASED28,41829,276-858-3%$14.6M$14.2M-$498.7K2026-10-14
Telos Capital Management, Inc.
DECREASED28,35228,718-366-1%$14.4M$14.1M-$252.3K2026-11-02
Ascentis Wealth Management, LLC
INCREASED28,30328,067+236+1%$14.0M$14.1M+$49.0K2026-11-03
Lakeside Advisors, Inc.
DECREASED28,09028,340-250-1%$14.2M$14.0M-$193.6K2026-10-20
Meixler Investment Management, Ltd.
DECREASED28,05128,572-521-2%$14.3M$14.0M-$329.1K2026-11-03
Studio Investment Management LLC
DECREASED27,75328,567-814-3%$14.3M$13.8M-$475.0K2026-10-22
Aaron Wealth Advisors LLC
INCREASED27,69224,984+2,708+11%$12.5M$13.8M+$1.3M2026-10-13
Northside Capital Management, LLC
INCREASED27,67327,496+177+1%$13.8M$13.8M+$21.0K2026-10-13
Addenda Capital Inc.
INCREASED27,65625,629+2,027+8%$12.8M$13.8M+$946.8K2026-10-13
Flagship Harbor Advisors, LLC
INCREASED27,57027,417+153+1%$13.7M$13.7M+$9.3K2026-10-26
Tema Etfs LLC
INCREASED27,45927,029+430+2%$13.5M$13.7M+$148.2K2026-10-16
AGF Management LTD
DECREASED27,45428,582-1,128-4%$14.3M$13.7M-$631.4K2026-11-03
WealthBridge Capital Management, LLC
DECREASED27,36628,293-927-3%$14.2M$13.6M-$530.6K2026-10-16
O'Brien Greene & Co. Inc
DECREASED27,33727,856-519-2%$13.9M$13.6M-$326.4K2026-11-05
BAR Harbor Wealth Management
DECREASED27,27527,573-298-1%$13.8M$13.6M-$215.7K2026-10-21
Eagle Global Advisors LLC
DECREASED27,01227,125-1130%$13.6M$13.5M-$122.5K2026-11-02
Brookstone Capital Management
DECREASED26,99427,223-229-1%$13.6M$13.4M-$180.3K2026-10-22
Bailard, Inc.
DECREASED26,75826,988-230-1%$13.5M$13.3M-$180.4K2026-10-13
Quattro Financial Advisors LLC
INCREASED26,62026,205+415+2%$13.1M$13.3M+$142.7K2026-10-15
Community Bank & Trust, Waco, Texas
INCREASED26,61325,676+937+4%$12.8M$13.3K-$12.8M2026-10-19
Community Trust & Investment Co
INCREASED26,54126,379+162+1%$13.2M$13.2M+$16.4K2026-10-15
Highland Capital Management, LLC
DECREASED26,51726,899-382-1%$13.5M$13.2M-$255.9K2026-10-26
Total Clarity Wealth Management, Inc.
INCREASED26,44313,770+12,673+92%$6.9M$13.2M+$6.3M2026-10-26
Adkins Seale Capital Management LLC
INCREASED26,33225,987+345+1%$13.0M$13.1M+$108.4K2026-10-27
Compass Financial Group, Inc
DECREASED26,23126,820-589-2%$13.4M$13.1M-$358.8K2026-10-13
Angeles Wealth Management, LLC
DECREASED26,08926,682-593-2%$13.4M$13.0M-$360.4K2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED26,06425,295+769+3%$12.7M$13.0M+$321.3K2026-10-29
LexAurum Advisors, LLC
DECREASED26,05527,676-1,621-6%$13.8M$13.0M-$874.7K2026-10-19
West Wealth Group, LLC
INCREASED25,903736+25,167+3419%$368.3K$424.5K+$56.2K2026-10-14
Inlet Private Wealth, LLC
UNCHANGED25,84525,84500%$12.9M$12.9M-$63.1K2026-10-21
Grimes & Co Wealth Management, LLC
INCREASED25,82024,450+1,370+6%$12.2M$12.9M+$622.4K2026-10-29
Old North State Wealth Management, LLC
DECREASED25,75026,186-436-2%$13.1M$12.8M-$280.8K2026-10-22
Walleye Partners, LLC
DECREASED25,51225,878-366-1%$12.9M$12.7M-$245.4K2026-10-13
Blueprint Financial Advisors LLC
INCREASED25,48623,375+2,111+9%$11.7M$12.7M+$994.1K2026-10-28
Allegheny Financial Group
DECREASED25,46325,747-284-1%$12.9M$12.7M-$204.3K2026-11-05
Cardinal Point Capital Management ULC
DECREASED25,43526,745-1,310-5%$13.4M$12.7M-$717.5K2026-10-21
Bennett Selby Investments LP
INCREASED25,33225,170+162+1%$12.6M$12.6M+$19.3K2026-10-19
Bradley & Co. Private Wealth Management, LLC
DECREASED25,32225,596-274-1%$12.8M$12.6M-$198.9K2026-10-23
Manchester Capital Management LLC
DECREASED25,23427,103-1,869-7%$13.6M$12.6M-$996.8K2026-10-22
Dupree Financial Group, LLC
INCREASED25,18124,572+609+2%$12.3M$12.5M+$243.3K2026-10-09
Mcdaniel Terry & Co
UNCHANGED25,14625,14600%$12.6M$12.5M-$61.4K2026-11-05
Carmel Capital Management L.L.C.
DECREASED25,14225,145-30%$12.6M$12.5M-$62.8K2026-10-30
Washington Trust Co
DECREASED25,10725,393-286-1%$12.7M$12.5M-$204.4K2026-10-22
Mirae Asset Securities (USA) Inc.
DECREASED25,05425,085-310%$12.6M$12.5M-$76.6K2026-10-15
Indivisible Partners
INCREASED24,93520,809+4,126+20%$10.4M$12.4M+$2.0M2026-10-26
Middleton & Co Inc
DECREASED24,77425,734-960-4%$12.9M$12.3M-$540.8K2026-10-23
Montag A & Associates Inc
DECREASED24,72025,870-1,150-4%$12.9M$12.3M-$635.8K2026-10-29
Foster Group, Inc.
DECREASED24,55225,289-737-3%$12.7M$12.2M-$428.7K2026-10-13
Resonant Capital Advisors, LLC
DECREASED24,48325,539-1,056-4%$12.8M$12.2M-$588.2K2026-10-15
Weybosset Research & Management LLC
DECREASED24,40226,252-1,850-7%$13.1M$12.2M-$985.3K2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED24,35424,708-354-1%$12.4M$12.1M-$236.5K2026-11-02
Sterling Investment Management, LLC
DECREASED24,24924,309-600%$12.2M$12.1M-$89.2K2026-10-16
Simon Quick Advisors, LLC
INCREASED24,22316,043+8,180+51%$8.0M$12.1M+$4.0M2026-10-26
Union Bancaire Privee, UBP SA
DECREASED24,14830,301-6,153-20%$13.8M$11.2M-$2.6M2026-11-04
Lyell Wealth Management, LP
DECREASED24,13824,228-900%$12.1M$12.0M-$103.9K2026-10-30
Waldron Private Wealth LLC
DECREASED24,13634,448-10,312-30%$17.2M$12.0M-$5.2M2026-11-02
Searcy Financial Services Inc
DECREASED24,10624,258-152-1%$12.1M$12.0M-$134.8K2026-10-07
Kingswood Wealth Advisors, LLC
DECREASED24,07325,251-1,178-5%$12.6M$12.0M-$648.4K2026-10-23
Garner Asset Management Corp
DECREASED24,00524,612-607-2%$12.3M$13.2M+$852.6K2026-10-30
Cypress Asset Management Inc
DECREASED23,98524,405-420-2%$12.2M$11.9M-$268.7K2026-10-09
Signal Advisors Wealth, LLC
INCREASED23,87421,941+1,933+9%$11.0M$11.9M+$909.0K2026-10-13
Nilsine Partners, LLC
INCREASED23,84123,044+797+3%$11.5M$11.9M+$340.6K2026-11-02
Intesa Sanpaolo Wealth Management
DECREASED23,76624,221-455-2%$12.1M$11.8M-$281.5K2026-10-28
Summit Financial Strategies, Inc.
DECREASED23,65624,854-1,198-5%$12.4M$11.8M-$657.2K2026-10-14
Morey & Quinn Wealth Partners, LLC
DECREASED23,65323,839-186-1%$11.9M$11.8M-$150.8K2026-10-28
Citizens National Bank Trust Department
DECREASED23,62923,784-155-1%$11.9M$11.8M-$135.2K2026-11-04
Excalibur Management Corp
INCREASED23,48423,433+51+0%$11.7M$11.7M-$31.8K2026-11-02
Spire Wealth Management
INCREASED23,47521,925+1,550+7%$11.0M$11.7M+$718.4K2026-10-30
Legacy Advisors, LLC
DECREASED23,46124,109-648-3%$12.1M$11.7M-$381.5K2026-10-19
Burford Brothers, Inc.
DECREASED23,33123,716-385-2%$11.9M$11.6M-$249.6K2026-10-21
Armstrong Advisory Group, Inc
DECREASED23,31123,469-158-1%$11.7M$11.6M-$135.9K2026-10-09
Princeton Global Asset Management LLC
DECREASED23,24723,432-185-1%$11.7M$11.6M-$149.3K2026-10-21
Cumberland Advisors Inc
DECREASED23,22823,716-488-2%$11.9M$11.6M-$300.9K2026-10-30
Arlington Financial Advisors, LLC
INCREASED23,14623,086+60+0%$11.6M$11.5M-$26.5K2026-10-19
Lorne Steinberg Wealth Management Inc.
DECREASED23,04723,177-130-1%$11.6M$11.5M-$121.3K2026-10-23
Asset Advisory Group, Inc.
DECREASED22,95823,248-290-1%$11.6M$11.4M-$201.1K2026-10-20
Asset Advisors Investment Management, LLC
DECREASED22,88223,069-187-1%$11.5M$11.4M-$149.4K2026-10-19
Buttonwood Financial Advisors Inc.
DECREASED22,84422,874-300%$11.4M$11.4M-$70.8K2026-10-13
Moneco Advisors, LLC
INCREASED22,77122,615+156+1%$11.3M$11.3M+$23.0K2026-11-05
Strategy Asset Managers LLC
DECREASED22,68622,848-162-1%$11.4M$11.3M-$136.7K2026-10-14
Jamison Private Wealth Management, Inc.
INCREASED22,64322,535+108+0%$11.3M$11.3M-$1.1K2026-10-14
Blue Trust, Inc.
DECREASED22,40727,703-5,296-19%$13.9M$11.2M-$2.7M2026-10-15
Pflug Koory, LLC
INCREASED22,34620,735+1,611+8%$10.4M$11.1M+$751.5K2026-10-26
McHugh Group, LLC
DECREASED22,28022,915-635-3%$11.5M$11.1M-$372.1K2026-10-19
CPA Asset Management Group, LLC
INCREASED22,2726,329+15,943+252%$3.2M$11.1M+$7.9M2026-10-26
Chronos Wealth Management, LLC
INCREASED22,20722,193+14+0%$11.1M$11.1M-$47.2K2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED22,15222,411-259-1%$11.2M$11.0M-$183.7K2026-10-13
Woodstock Corp
INCREASED22,10321,991+112+1%$11.0M$11.0M+$2.1K2026-10-13
Marietta Wealth Management, LLC
INCREASED22,02321,884+139+1%$11.0M$11.6M+$641.3K2026-10-22
TCI Wealth Advisors, Inc.
INCREASED21,99721,026+971+5%$10.5M$11.0M+$432.3K2026-10-30
Bank Pictet & Cie (Europe) AG
DECREASED21,99323,041-1,048-5%$11.5M$11.0M-$578.1K2026-10-20
Victrix Investment Advisors
INCREASED21,92321,035+888+4%$10.5M$10.9M+$390.8K2026-10-13
Lineweaver Wealth Advisors, LLC
INCREASED21,85321,117+736+3%$10.6M$10.9M+$314.7K2026-10-13
PFG Advisors
DECREASED21,73822,409-671-3%$11.2M$10.8M-$388.5K2026-10-16
Lazard Freres Gestion S.A.S.
DECREASED21,73025,077-3,347-13%$12.5M$10.8K-$12.5M2026-11-03
Fragasso Financial Advisors Inc
DECREASED21,72523,523-1,798-8%$11.8M$11.2M-$568.8K2026-10-13
Penobscot Investment Management Company, Inc.
INCREASED21,45021,216+234+1%$10.6M$10.7M+$64.8K2026-10-26
Diversify Wealth Management, LLC
DECREASED21,43022,302-872-4%$11.1M$11.3M+$177.4K2026-10-20
Diversify Advisory Services, LLC
DECREASED21,43022,302-872-4%$11.1M$11.3M+$177.4K2026-10-20
Beverly Hills Private Wealth, LLC
INCREASED21,34916,864+4,485+27%$8.4M$10.6M+$2.2M2026-11-04
SpringVest Wealth Management LLC
DECREASED21,30621,602-296-1%$10.8M$10.6M-$200.1K2026-10-27
First Interstate Bank
DECREASED21,19121,694-503-2%$10.9M$10.6M-$303.4K2026-10-23
Coastline Trust Co
DECREASED21,13022,306-1,176-5%$11.2M$10.5M-$640.0K2026-10-01
Frank, Rimerman Advisors LLC
INCREASED21,10820,695+413+2%$10.4M$10.5M+$155.2K2026-10-16
Steel Grove Capital Advisors, LLC
INCREASED21,05220,609+443+2%$10.3M$10.5M+$170.3K2026-10-13
Clio Asset Management LLC
DECREASED21,02921,213-184-1%$10.6M$10.5M-$143.4K2026-10-13
Evanson Financial, LLC
INCREASED21,02219,067+1,955+10%$9.5M$10.5M+$927.1K2026-10-23
Wealth Architects, LLC
DECREASED20,99521,534-539-2%$10.8M$10.5M-$320.6K2026-11-03
Integrity Wealth Advisors, Inc.
NEW20,955—+20,955——$10.4M—2026-10-29
Udine Wealth Management, Inc.
INCREASED20,94620,465+481+2%$10.2M$10.4M+$189.6K2026-10-23
Procyon Advisors, LLC
DECREASED20,87522,305-1,430-6%$11.2M$10.4M-$766.3K2026-10-21
Raiffeisen Bank International AG
INCREASED20,8312,479+18,352+740%$1.2M$10.5M+$9.2M2026-10-28
Clarity Wealth Advisors, LLC
INCREASED20,71920,379+340+2%$10.2M$10.3M+$119.6K2026-10-21
Aprio Wealth Management, LLC
INCREASED20,69120,386+305+2%$10.2M$10.3M+$102.1K2026-10-28
Valicenti Advisory Services Inc
INCREASED20,65720,466+191+1%$10.2K$10.3K+$452026-10-23
Compass Wealth Management LLC
INCREASED20,59014,390+6,200+43%$7.2M$10.3M+$3.1M2026-10-22
AMG National Trust Bank
INCREASED20,57620,440+136+1%$10.2M$10.2M+$17.8K2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED20,51322,242-1,729-8%$11.1M$10.2M-$915.2K2026-10-16
Lakewood Asset Management LLC
INCREASED20,47719,996+481+2%$10.0M$10.2M+$190.7K2026-10-26
Cooper Financial Group
DECREASED20,47120,726-255-1%$10.4M$10.2M-$177.5K2026-10-07
Luma Capital S.A. - SPF
UNCHANGED20,37620,37600%$10.2M$10.1M-$49.7K2026-10-21
Alps Advisors Inc
DECREASED20,36120,799-438-2%$10.4M$10.1M-$268.9K2026-11-03
Trust Asset Management LLC
DECREASED20,33020,344-140%$10.2M$10.1M-$56.6K2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED20,30720,032+275+1%$9.9M$10.4M+$453.1K2026-10-13
Fagan Associates, Inc.
INCREASED20,28120,163+118+1%$10.1M$10.1M+$9.6K2026-10-13
Granite FO LLC
UNCHANGED20,28020,28000%$10.1M$10.1M-$49.5K2026-10-14
Leelyn Smith, LLC
INCREASED20,27716,747+3,530+21%$8.4M$10.1M+$1.7M2026-11-03
Mitchell Capital Management Co
INCREASED20,23319,907+326+2%$10.0M$10.1M+$113.8K2026-10-29
Means Investment Co., Inc.
INCREASED20,08520,036+49+0%$10.0M$10.0M-$24.5K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED19,83219,068+764+4%$9.5M$9.9M+$334.5K2026-10-14
Sweeney & Michel, LLC
DECREASED19,76020,005-245-1%$10.4M$9.8M-$599.1K2026-10-16
Tompkins Financial Corp
DECREASED19,71020,493-783-4%$10.3M$9.8M-$439.9K2026-10-05
Caldwell Trust Co
DECREASED19,70420,289-585-3%$10.2M$9.8M-$340.8K2026-10-30
Avidian Wealth Enterprises, LLC
DECREASED19,64219,918-276-1%$10.0M$9.8M-$186.0K2026-10-08
Fulton Bank, N.A.
DECREASED19,63320,119-486-2%$10.1M$9.8M-$291.1K2026-10-14
Capricorn Fund Managers Ltd
DECREASED19,61222,468-2,856-13%$11.2M$9.8M-$1.5M2026-11-03
Summit Global Investments
INCREASED19,57714,803+4,774+32%$7.4M$9.7K-$7.4M2026-10-28
Simplicity Wealth,LLC
INCREASED19,55516,545+3,010+18%$8.3M$9.7M+$1.5M2026-10-23
Calamos Wealth Management LLC
INCREASED19,52418,601+923+5%$9.3M$9.7M+$414.2K2026-11-02
Heritage Investors Management Corp
INCREASED19,43618,449+987+5%$9.2M$9.7K-$9.2M2026-10-29
Mechanics Bank Trust Department
DECREASED19,34519,959-614-3%$10.0M$9.6M-$354.4K2026-10-13
Hanson & Doremus Investment Management
DECREASED19,28119,319-380%$9.7M$9.6K-$9.7M2026-10-16
Axxcess Wealth Management, LLC
DECREASED19,13839,172-20,034-51%$19.6M$9.5M-$10.1M2026-10-21
Cornerstone Wealth Management, LLC
INCREASED19,07017,128+1,942+11%$8.6M$9.5M+$925.2K2026-11-04
J. Safra Sarasin Holding AG
INCREASED19,00618,153+853+5%$9.0M$9.4M+$443.2K2026-10-26
Investment Partners, Ltd.
INCREASED18,9675,180+13,787+266%$2.6M$9.4M+$6.9M2026-10-29
Evolution Wealth Advisors, LLC
INCREASED18,92618,552+374+2%$9.3M$9.4M+$141.0K2026-11-03
Ascentis Independent Advisors
INCREASED18,85575+18,780+25040%$37.5K$9.4M+$9.4M2026-11-03
Soltis Investment Advisors LLC
INCREASED18,85113,997+4,854+35%$7.0M$9.4M+$2.4M2026-10-28
International Assets Investment Management, LLC
DECREASED18,79119,053-262-1%$9.5M$9.4M-$116.7K2026-11-02
Profund Advisors LLC
INCREASED18,72816,536+2,192+13%$8.3M$9.3M+$1.1M2026-10-29
Phraction Management LLC
INCREASED18,69518,625+70+0%$9.3M$9.3M-$10.6K2026-10-14
OAK Family Advisors, LLC
INCREASED18,62617,962+664+4%$9.0M$9.3M+$286.8K2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED18,56418,292+272+1%$9.2M$9.2M+$90.8K2026-10-09
Stenger Family Office, LLC
INCREASED18,50217,211+1,291+8%$8.6M$9.6M+$1.0M2026-10-22
North Star Investment Management Corp.
DECREASED18,50218,560-580%$9.3M$9.2M-$74.2K2026-10-27
New Hampshire Trust
INCREASED18,48915,165+3,324+22%$7.6M$9.2M+$1.6M2026-10-20
Seven Post Investment Office LP
INCREASED18,48517,043+1,442+8%$8.5M$9.2M+$676.5K2026-10-26
Mcdonald Partners LLC
INCREASED18,39517,185+1,210+7%$8.6M$9.2M+$560.6K2026-11-03
Aviance Capital Partners, LLC
INCREASED18,36418,341+23+0%$9.2M$9.1M-$33.3K2026-10-29
Jackson Square Capital, LLC
INCREASED18,35618,331+25+0%$9.2M$9.1M-$32.3K2026-10-19
Certified Advisory Corp
DECREASED18,33719,992-1,655-8%$10.0M$9.1M-$873.0K2026-10-29
Krilogy Financial LLC
INCREASED18,30915,118+3,191+21%$7.6M$9.5M+$1.9M2026-10-13
Wilkins Investment Counsel Inc
DECREASED18,25918,334-750%$9.2M$9.1M-$82.1K2026-11-03
Parkside Financial Bank & Trust
INCREASED18,24817,259+989+6%$8.6M$9.1M+$450.4K2026-10-27
BIP Wealth, LLC
INCREASED18,22717,649+578+3%$8.8M$9.1M+$244.8K2026-10-22
Laurel Wealth Advisors LLC
INCREASED18,20217,472+730+4%$8.7M$9.1M+$320.9K2026-10-27
Plancorp, LLC
INCREASED18,16715,038+3,129+21%$7.5M$9.9M+$2.4M2026-11-03
Silver Lake Advisory, LLC
INCREASED18,13518,024+111+1%$9.0M$9.0M+$11.3K2026-10-22
Verdence Capital Advisors LLC
INCREASED18,10217,125+977+6%$8.6M$9.0M+$444.5K2026-10-26
Councilmark Asset Management, LLC
DECREASED18,06618,081-150%$9.0M$9.0M-$51.6K2026-10-20
Avantax Planning Partners, Inc.
DECREASED17,96818,004-360%$9.0M$8.9M-$61.9K2026-11-03
Courier Capital LLC
INCREASED17,89814,860+3,038+20%$7.4M$8.9M+$1.5M2026-10-19
High Note Wealth, LLC
INCREASED17,89717,758+139+1%$8.9M$8.9M+$25.9K2026-10-27
Moody National Bank Trust Division
INCREASED17,87413,955+3,919+28%$7.0M$8.9M+$1.9M2026-10-06
Evergreen Private Wealth LLC
INCREASED17,83017,170+660+4%$8.6M$8.9M+$286.8K2026-10-30
3Chopt Investment Partners, LLC
INCREASED17,79017,553+237+1%$8.8M$8.9M+$75.2K2026-10-30
Howard Capital Management, LLC
DECREASED17,71127,082-9,371-35%$13.6M$8.8M-$4.7M2026-10-16
Capital Investment Advisory Services, LLC
INCREASED17,64417,571+73+0%$8.8M$8.8M+$1.6K2026-10-30
Tred Avon Family Wealth, LLC
INCREASED17,63711,467+6,170+54%$5.7M$8.8M+$3.0M2026-10-20
Gibraltar Capital Management, Inc.
INCREASED17,43317,393+40+0%$8.7M$8.7M-$22.3K2026-10-27
Ellsworth Advisors, LLC
INCREASED17,42717,326+101+1%$8.5M$8.7M+$216.6K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED17,41719,227-1,810-9%$9.6M$8.7M-$948.2K2026-11-04
Cassaday & Co Wealth Management LLC
NEW17,394—+17,394——$8.7M—2026-10-27
Accuvest Global Advisors
INCREASED17,3731,200+16,173+1348%$600.0K$8.7M+$8.1M2026-11-04
Pegasus Asset Management, Inc.
INCREASED17,37317,140+233+1%$8.6M$8.7M+$74.2K2026-11-03
Canton Hathaway, LLC
DECREASED17,28517,445-160-1%$8.7M$8.6M-$122.2K2026-10-23
RMR Wealth Builders
INCREASED17,28116,806+475+3%$8.4M$8.6M+$195.5K2026-10-22
Baldwin Wealth Partners LLC
DECREASED17,25417,349-95-1%$8.7M$8.6M-$89.6K2026-10-13
LVW Advisors, LLC
INCREASED17,23316,904+329+2%$8.5M$8.6M+$122.6K2026-10-19
Platform Technology Partners
INCREASED17,11316,612+501+3%$8.3M$8.5M+$208.8K2026-11-02
Pacifica Partners Inc.
DECREASED17,07617,099-230%$8.7M$8.5M-$128.5K2026-10-09
Cidel Asset Management Inc
INCREASED17,03016,526+504+3%$8.3M$8.5M+$210.6K2026-10-29
Stiles Financial Services Inc
DECREASED17,01217,224-212-1%$8.6M$8.5M-$147.6K2026-10-30
Old Port Advisors
DECREASED16,97817,335-357-2%$8.7M$8.5M-$220.2K2026-10-23
City Holding Co
INCREASED16,96416,182+782+5%$8.1M$8.4M+$350.0K2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED16,94116,94100%$8.5M$8.5M$02026-10-15
Integrated Advisors Network LLC
INCREASED16,92516,810+115+1%$8.4M$8.4M+$16.1K2026-10-20
Congress Park Capital LLC
INCREASED16,87616,734+142+1%$8.4M$8.4M+$29.9K2026-10-13
WBH Advisory Inc
DECREASED16,87017,001-131-1%$8.5M$8.4M-$106.7K2026-11-05
Norden Group LLC
DECREASED16,85617,175-319-2%$8.6M$8.4M-$200.8K2026-10-20
Chemung Canal Trust Co
DECREASED16,82917,123-294-2%$8.6M$8.4M-$188.2K2026-11-04
Everhart Financial Group, Inc.
INCREASED16,82616,672+154+1%$8.3M$8.4M+$36.1K2026-10-08
Cigna Investments Inc
DECREASED16,82116,933-112-1%$8.5M$8.4K-$8.5M2026-10-19
Ellis Investment Partners, LLC
INCREASED16,79416,726+68+0%$8.4M$8.4M-$7.0K2026-10-21
Connecticut Wealth Management, LLC
DECREASED16,79316,887-94-1%$8.5M$8.4M-$88.0K2026-10-13
Y.D. More Investments Ltd
INCREASED16,77512,510+4,265+34%$6.3M$8.4M+$2.1M2026-11-02
Kelleher Financial Advisors
DECREASED16,70128,121-11,420-41%$14.1M$8.3M-$5.8M2026-10-30
Cross Staff Investments Inc
INCREASED16,67116,551+120+1%$8.3M$8.3M+$19.4K2026-10-22
BridgePort Financial Solutions, LLC
DECREASED16,59516,679-840%$8.3M$8.3M-$82.5K2026-11-02
Weaver Capital Management LLC
INCREASED16,57915,823+756+5%$7.6M$8.3M+$673.1K2026-10-15
Blue Zone Wealth Advisors, LLC
DECREASED16,56416,710-146-1%$8.4M$8.2M-$113.5K2026-10-19
Regatta Capital Group, LLC
DECREASED16,43116,467-360%$8.2M$8.2M-$57.9K2026-10-23
Foyston, Gordon & Payne Inc
UNCHANGED16,32316,32300%$8.2M$8.1M-$39.8K2026-11-02
Confluence Wealth Services, Inc.
DECREASED16,19218,787-2,595-14%$9.4M$8.1M-$1.3M2026-11-05
NovaPoint Capital, LLC
DECREASED16,15017,483-1,333-8%$8.7M$8.0M-$706.4K2026-10-22
Destiny Wealth Partners, LLC
INCREASED16,13915,097+1,042+7%$7.7M$9.0M+$1.3M2026-11-05
GC Wealth Management RIA, LLC
INCREASED16,13716,010+127+1%$8.0M$8.0M+$24.2K2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED16,11316,980-867-5%$8.5M$8.0M-$473.0K2026-10-07
Costello Asset Management, Inc
DECREASED16,10516,278-173-1%$8.1M$8.0M-$125.9K2026-10-30
Sacks & Associates, LLC
INCREASED16,09616,020+76+0%$8.2M$8.0M-$179.9K2026-10-09
Cambridge Advisors Inc.
DECREASED16,08416,206-122-1%$8.1M$8.0M-$100.3K2026-10-19
Crew Capital Management, Ltd
INCREASED16,00214,853+1,149+8%$7.4M$8.0M+$535.9K2026-10-28
Certuity, LLC
INCREASED15,95514,790+1,165+8%$7.4M$7.9M+$558.4K2026-11-02
Salvus Wealth Management, LLC
DECREASED15,94516,193-248-2%$8.1M$7.9M-$163.0K2026-10-13
Capital Asset Advisory Services LLC
DECREASED15,94116,297-356-2%$8.2M$8.7M+$564.0K2026-10-30
Fideuram Asset Management (Ireland) dac
INCREASED15,8068,803+7,003+80%$4.3M$8.0M+$3.7M2026-10-29
Murphy Pohlad Asset Management LLC
DECREASED15,78616,326-540-3%$8.2M$7.9M-$308.7K2026-10-22
Cornerstone Management, Inc.
DECREASED15,76315,817-540%$7.9M$7.8M-$65.4K2026-10-16
Wealth Alliance Advisory Group, LLC
INCREASED15,66713,606+2,061+15%$6.8M$7.8M+$992.8K2026-10-14
CX Institutional
INCREASED15,66615,051+615+4%$7.5K$7.8K+$2702026-10-02
OFS Enterprise LLC
INCREASED15,64814,132+1,516+11%$7.1M$7.8M+$720.4K2026-10-16
Dagco, Inc.
DECREASED15,64815,992-344-2%$8.0M$7.8M-$210.3K2026-10-20
First Premier Bank
UNCHANGED15,60215,60200%$7.8K$7.8K-$382026-10-13
Hohimer Wealth Management, LLC
INCREASED15,58414,746+838+6%$7.4M$7.8M+$381.3K2026-11-04
Center for Financial Planning, Inc.
INCREASED15,56215,254+308+2%$7.6M$7.7M+$116.1K2026-10-26
CJM Wealth Advisers, Ltd.
INCREASED15,51215,298+214+1%$7.7M$7.7M+$69.2K2026-10-27
Smith Asset Management Co., LLC
DECREASED15,50115,920-419-3%$8.0M$7.7M-$247.2K2026-10-16
SEB Asset Management AB
UNCHANGED15,43415,43400%$7.7M$7.7M-$37.7K2026-11-04
Victory Financial Group, LLC
INCREASED15,4025,894+9,508+161%$2.9M$7.7M+$4.7M2026-10-27
Watchman Group, Inc.
INCREASED15,36615,058+308+2%$7.5M$7.7M+$116.6K2026-10-16
Grandview Asset Management LLC
DECREASED15,35316,427-1,074-7%$8.2M$7.6M-$574.9K2026-10-19
Ignite Planners, LLC
DECREASED15,33016,004-674-4%$8.0M$7.6M-$374.7K2026-10-14
Sonata Capital Group Inc
INCREASED15,30414,779+525+4%$7.4M$7.6M+$225.4K2026-10-19
Nadler Financial Group, Inc.
DECREASED15,20715,508-301-2%$7.8M$7.6M-$187.7K2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED15,09813,742+1,356+10%$6.9M$7.5M+$641.7K2026-10-13
LS Investment Advisors, LLC
DECREASED15,07315,677-604-4%$7.8M$7.5M-$339.0K2026-10-13
Rahlfs Capital, LLC
UNCHANGED14,99214,99200%$7.5M$7.5M-$36.6K2026-10-23
Redmond Asset Management, LLC
DECREASED14,96815,093-125-1%$7.6M$7.5M-$99.1K2026-10-27
Iowa State Bank
DECREASED14,96115,361-400-3%$7.7M$7.4M-$236.7K2026-10-06
Avity Investment Management Inc.
DECREASED14,90514,960-550%$7.5M$7.4M-$63.9K2026-10-09
Canvas Wealth Advisors, LLC
DECREASED14,88415,609-725-5%$7.8M$8.1M+$256.0K2026-11-02
Goelzer Investment Management, Inc.
DECREASED14,87916,439-1,560-9%$8.2M$7.4M-$816.7K2026-10-16
Avaii Wealth Management, LLC
INCREASED14,84913,593+1,256+9%$6.8M$7.5M+$662.0K2026-10-09
Ashton Thomas Securities, LLC
DECREASED14,75115,260-509-3%$7.6M$7.3M-$254.7K2026-10-26
Trust Point Inc.
NEW14,717—+14,717——$7.3M—2026-10-27
Versant Capital Management, Inc
INCREASED14,69214,397+295+2%$7.2M$7.3M+$111.8K2026-10-02
Symphony Financial, Ltd. Co.
INCREASED14,66914,402+267+2%$7.1M$7.3M+$190.1K2026-10-22
Wernau Asset Management Inc.
INCREASED14,59014,583+7+0%$7.3M$7.3M-$32.1K2026-10-19
MCF Advisors LLC
INCREASED14,55513,887+668+5%$6.9M$7.2M+$298.8K2026-10-28
Fairfield Financial Advisors, LTD
DECREASED14,55115,729-1,178-7%$7.9M$7.2M-$625.0K2026-10-14
Birinyi Associates Inc
DECREASED14,53315,133-600-4%$7.6M$7.2K-$7.6M2026-10-28
Hartline Investment Corp/
DECREASED14,51920,348-5,829-29%$10.2M$7.2M-$3.0M2026-10-29
Private Wealth Group, LLC
DECREASED14,46714,509-420%$7.3M$7.2M-$56.3K2026-10-19
MSH Capital Advisors LLC
INCREASED14,44714,176+271+2%$7.1M$7.2M+$100.4K2026-11-03
Montis Financial, LLC
DECREASED14,43714,934-497-3%$7.5M$7.2M-$283.9K2026-11-04
Klingman & Associates, LLC
DECREASED14,41515,430-1,015-7%$7.7M$7.2M-$543.1K2026-10-20
Pinnacle Bancorp, Inc.
DECREASED14,31614,529-213-1%$7.3M$7.1M-$141.8K2026-10-21
Schmidt P J Investment Management Inc
INCREASED14,29513,673+622+5%$6.8M$7.1M+$276.1K2026-11-02
Slow Capital, Inc.
DECREASED14,20714,504-297-2%$7.3M$7.1M-$183.3K2026-10-23
Inspire Trust Co, N.A.
INCREASED14,20013,200+1,000+8%$6.6M$7.1M+$465.7K2026-11-05
Howard Financial Services, Ltd.
INCREASED14,15513,741+414+3%$6.9M$7.0M+$172.6K2026-10-15
Correct Capital Wealth Management
DECREASED14,15014,151-10%$7.1M$7.0M-$34.5K2026-11-02
First Merchants Corp
DECREASED14,14114,398-257-2%$7.2M$7.0M-$163.1K2026-10-15
Root Financial Partners, LLC
INCREASED14,13413,768+366+3%$6.9M$7.0M+$148.7K2026-10-21
Traynor Capital Management, Inc.
DECREASED14,12614,748-622-4%$7.4M$7.0M-$346.0K2026-10-29
TD Private Client Wealth LLC
DECREASED14,12114,981-860-6%$7.5M$7.0M-$464.8K2026-10-28
Ldic Inc.
INCREASED14,1119,780+4,331+44%$4.9M$7.0M+$2.1M2026-10-14
Fiduciary Financial Group, LLC
INCREASED14,10510,302+3,803+37%$5.2M$7.0M+$1.9M2026-10-13
Bluedoor Private Wealth, LLC
DECREASED14,09914,756-657-4%$7.4M$7.0M-$362.9K2026-11-05
Signet Investment Advisory Group, Inc.
INCREASED14,00313,870+133+1%$6.9M$7.0M+$32.4K2026-10-30
MBL Wealth, LLC
INCREASED13,95713,468+489+4%$6.7M$6.9M+$210.6K2026-10-22
Chapman Financial Group, LLC
DECREASED13,93514,116-181-1%$7.1M$6.9M-$124.6K2026-10-26
Formuepleje A/S
DECREASED13,92015,325-1,405-9%$7.7M$6.9M-$737.0K2026-10-15
Apollon Financial, LLC
DECREASED13,85714,116-259-2%$7.1M$6.9M-$163.4K2026-10-23
LMG Wealth Partners, LLC
INCREASED13,84013,567+273+2%$6.8M$6.9M+$102.8K2026-11-05
Douglas Lane & Associates, LLC
DECREASED13,80314,047-244-2%$7.0M$6.9M-$155.8K2026-10-09
BigSur Wealth Management LLC
INCREASED13,77412,852+922+7%$6.4M$6.9M+$427.8K2026-10-13
Avestar Capital, LLC
DECREASED13,77221,182-7,410-35%$10.6M$6.9M-$3.7M2026-10-28
Kennon-Green & Company, LLC
DECREASED13,76315,246-1,483-10%$7.6M$6.9M-$775.7K2026-10-05
Seamount Financial Group Inc
DECREASED13,75714,077-320-2%$7.0M$6.9M-$193.7K2026-10-21
Thomas Story & SON LLC
DECREASED13,73713,738-10%$6.9M$6.8M-$34.0K2026-10-13
Benedict Financial Advisors Inc
DECREASED13,72514,667-942-6%$7.3M$6.8M-$504.9K2026-10-07
CLG LLC
DECREASED13,71314,051-338-2%$7.0M$6.8M-$202.6K2026-10-13
Whitener Capital Management, Inc.
INCREASED13,68013,551+129+1%$6.8M$6.8M+$31.2K2026-10-15
Creative Financial Designs Inc
INCREASED13,62413,410+214+2%$6.7M$6.8M+$73.8K2026-11-04
SeaCrest Wealth Management, LLC
DECREASED13,60519,134-5,529-29%$9.6M$6.8M-$2.8M2026-10-21
Wendell David Associates Inc
DECREASED13,60013,975-375-3%$7.0M$6.8K-$7.0M2026-10-27
Delta Financial Advisors LLC
DECREASED13,58913,639-500%$6.8M$6.8M-$58.2K2026-10-27
ANB Bank
DECREASED13,57413,625-510%$6.8M$6.8M-$58.6K2026-10-09
Sun Group Wealth Partners
DECREASED13,56713,653-86-1%$6.8M$6.8M-$76.1K2026-10-26
Griffin Asset Management, Inc.
DECREASED13,44813,493-450%$6.8M$6.7M-$55.3K2026-10-22
SAX Wealth Advisors, LLC
INCREASED13,4478,895+4,552+51%$4.3M$6.7M+$2.4M2026-10-13
Gradient Capital Advisors, LLC
INCREASED13,42411,052+2,372+21%$5.5M$6.7M+$1.2M2026-10-21
Xcel Wealth Management, LLC
DECREASED13,39813,415-170%$6.7M$6.7M-$41.2K2026-10-26
Magnus Financial Group LLC
INCREASED13,38012,950+430+3%$6.5M$6.7M+$182.5K2026-10-21
First Horizon Corp
DECREASED13,35013,523-173-1%$6.8M$6.6M-$119.1K2026-10-26
Marino, Stram & Associates LLC
INCREASED13,33412,897+437+3%$6.5M$6.6M+$186.2K2026-10-22
Rossmore Private Capital
INCREASED13,31513,186+129+1%$6.6M$6.6M+$32.1K2026-10-27
Old National Bancorp
DECREASED13,29416,024-2,730-17%$8.0M$6.6M-$1.4M2026-10-20
Tritonpoint Wealth, LLC
DECREASED13,26113,297-360%$6.7M$6.6M-$50.4K2026-10-19
West Branch Capital LLC
INCREASED13,24412,991+253+2%$6.5M$6.6M+$94.3K2026-10-20
4J Wealth Management LLC
DECREASED13,21113,229-180%$6.6M$6.6M-$41.2K2026-11-02
Bochk Asset Management Ltd
DECREASED13,20026,300-13,100-50%$13.2M$6.6M-$6.6M2026-10-29
Strategic Advisors LLC
DECREASED13,18813,815-627-5%$6.9M$6.6M-$345.9K2026-10-13
Blue Fin Capital, Inc.
DECREASED13,17113,324-153-1%$6.7M$6.6M-$108.7K2026-10-28
Brown, Lisle Ings, Inc.
INCREASED13,16712,192+975+8%$6.1M$6.6M+$455.8K2026-10-16
Trust Co of the South
INCREASED13,14013,126+14+0%$6.6M$6.5M-$25.1K2026-10-21
Guardsman Private Capital Management, Inc.
INCREASED13,13713,129+8+0%$6.6M$6.5M-$28.1K2026-10-19
Guardian Asset Advisors, LLC
INCREASED13,13611,441+1,695+15%$5.7M$6.5M+$813.9K2026-10-16
Alta Advisers Ltd
INCREASED13,1227,135+5,987+84%$3.6M$6.5M+$3.0M2026-11-02
Lynch & Associates
INCREASED13,09512,920+175+1%$6.5M$6.5M+$55.6K2026-10-13
Garrett Wealth Advisory Group, LLC
DECREASED13,03913,044-50%$6.5M$6.5M-$34.3K2026-10-22
Balboa Wealth Partners
DECREASED13,00914,051-1,042-7%$7.0M$6.5M-$553.1K2026-10-20
Legacy CG, LLC
DECREASED12,99714,368-1,371-10%$7.2M$6.5M-$717.7K2026-10-30
Forbes J M & Co LLP
INCREASED12,91512,893+22+0%$6.5M$6.4M-$20.5K2026-10-16
Womack Financial LLC
INCREASED12,85512,615+240+2%$6.3M$6.4M+$88.7K2026-10-14
Uncommon Cents Investing Inc
INCREASED12,84812,652+196+2%$6.3M$6.4M+$66.7K2026-10-20
First National Bank Sioux Falls
INCREASED12,82611,139+1,687+15%$5.3M$6.4M+$1.1M2026-10-13
Quadcap Wealth Management, LLC
INCREASED12,79012,594+196+2%$6.3M$6.4M+$66.9K2026-11-02
Rockland Trust Co
DECREASED12,77513,040-265-2%$6.5M$6.4M-$163.8K2026-10-05
Greater Midwest Financial Group, LLC
INCREASED12,77412,760+14+0%$6.4M$6.4M-$24.2K2026-10-13
Southland Equity Partners LLC
DECREASED12,76813,108-340-3%$6.6M$6.4M-$201.3K2026-10-14
Brady Family Wealth, LLC
DECREASED12,73213,279-547-4%$6.6M$6.3M-$304.8K2026-11-02
Plato Investment Management Ltd
INCREASED12,70711,984+723+6%$6.0M$6.4M+$390.4K2026-11-05
Autumn Glory Partners, LLC
INCREASED12,69712,686+11+0%$6.3M$6.3M-$25.5K2026-10-26
Chicago Trust Co NA
INCREASED12,6699,163+3,506+38%$4.6M$6.3M+$1.7M2026-10-28
CMH Wealth Management LLC
DECREASED12,65313,628-975-7%$6.8M$6.3M-$518.8K2026-10-22
Matrix Asset Advisors Inc
INCREASED12,64511,645+1,000+9%$5.8M$6.3M+$469.5K2026-10-13
Core Wealth Partners LLC
DECREASED12,61213,255-643-5%$6.6M$6.3M-$352.5K2026-11-02
Csenge Advisory Group
DECREASED12,59712,814-217-2%$6.4M$6.3M-$139.6K2026-11-04
Independent Investors Inc
UNCHANGED12,57712,57700%$6.3M$6.3M-$30.7K2026-10-30
Acropolis Investment Management, LLC
DECREASED12,54713,839-1,292-9%$6.9M$6.2M-$677.1K2026-10-08
Curtis Advisory Group, LLC
DECREASED12,48712,537-500%$6.3M$6.2M-$55.5K2026-10-28
Leo Wealth, LLC
NEW12,477—+12,477——$6.2M—2026-10-26
Dudley Capital Management, LLC
DECREASED12,42512,430-50%$6.2M$6.2M-$32.8K2026-10-23
Private Trust Co NA
INCREASED12,39612,305+91+1%$6.2M$6.2M+$15.3K2026-10-20
Capital Wealth Alliance, LLC
INCREASED12,39112,376+15+0%$6.2M$6.2M-$22.7K2026-10-20
HCR Wealth Advisors
INCREASED12,37512,142+233+2%$6.1M$6.2M+$86.4K2026-10-15
Rhodes Investment Advisors Inc
DECREASED12,36312,364-10%$6.2M$6.2M-$30.7K2026-10-07
Turtle Creek Wealth Advisors, LLC
DECREASED12,32314,607-2,284-16%$7.3M$6.1M-$1.2M2026-10-15
City State Bank
DECREASED12,32113,553-1,232-9%$6.8M$6.1M-$646.5K2026-10-20
Buckhead Capital Management LLC
DECREASED12,30412,336-320%$6.2M$6.1M-$46.0K2026-11-03
Focused Alpha, LLC
INCREASED12,28612,222+64+1%$6.1M$6.1M+$2.0K2026-10-20
Compton Wealth Advisory Group, LLC
DECREASED12,21412,307-93-1%$6.2M$6.1M-$37.2K2026-10-13
Diligent Investors, LLC
DECREASED12,19312,286-93-1%$6.1M$6.1M-$76.3K2026-10-21
Global Assets Advisory, LLC
INCREASED12,13611,952+184+2%$6.0M$6.1M+$127.3K2026-10-28
Premier Path Wealth Partners, LLC
INCREASED12,13211,823+309+3%$5.9M$6.0M+$125.0K2026-10-16
180 Wealth Advisors, LLC
INCREASED12,10512,044+61+1%$6.0M$6.0M+$9882026-11-03
Compass Ion Advisors, LLC
INCREASED12,08812,048+40+0%$6.0M$6.0M-$9.5K2026-10-23
Aire Advisors, LLC
DECREASED12,07912,941-862-7%$6.5M$6.0M-$460.8K2026-10-22
True Private Wealth Advisors
INCREASED12,06711,996+71+1%$6.0M$6.0M+$6.6K2026-10-19
Flagstone Financial Management
DECREASED12,05412,096-420%$6.1M$6.0M-$50.4K2026-11-05
Granite Investment Partners, LLC
UNCHANGED11,98911,98900%$6.0M$6.0M-$29.3K2026-11-04
CoreCap Advisors, LLC
INCREASED11,97011,156+814+7%$5.6M$6.0M+$377.9K2026-10-08
Madison Park Capital Advisors, LLC
INCREASED11,96711,918+49+0%$6.0M$6.0M-$4.7K2026-10-28
Fischer Financial Services, Inc.
INCREASED11,86411,702+162+1%$5.9M$5.9M+$52.1K2026-10-30
Diversified Enterprises, LLC
INCREASED11,80311,040+763+7%$5.5M$5.9M+$353.0K2026-10-19
Supplemental Annuity Collective Trust of NJ
INCREASED11,78411,759+25+0%$5.9M$5.9M-$16.2K2026-11-02
Bank of New Hampshire
DECREASED11,78312,157-374-3%$6.1M$5.9M-$215.9K2026-10-06
Leibman Financial Services, Inc.
INCREASED11,7739,746+2,027+21%$4.9M$5.9M+$994.9K2026-10-13
R2 Capital Strategies, LLC
INCREASED11,72911,716+13+0%$5.9M$5.8M-$22.1K2026-10-15
Nixon Peabody Trust Co
INCREASED11,72011,551+169+1%$5.8M$5.8M+$56.0K2026-10-23
Overbrook Management Corp
DECREASED11,69813,156-1,458-11%$6.6M$5.8M-$758.1K2026-10-08
Reynders McVeigh Capital Management, LLC
DECREASED11,67711,890-213-2%$6.0M$5.8M-$135.5K2026-10-30
TFC Financial Management, Inc.
DECREASED11,63411,749-115-1%$5.9M$5.8M-$85.9K2026-10-26
Partners Wealth Management, LLC
INCREASED11,6086,658+4,950+74%$3.3M$5.8M+$2.4M2026-10-28
Rose Capital Advisors LLC
INCREASED11,57211,048+524+5%$5.5M$5.8M+$234.0K2026-11-04
Hilltop National Bank
INCREASED11,56511,420+145+1%$5.7M$5.8M+$44.3K2026-10-14
Maia Wealth LLC
INCREASED11,5129,840+1,672+17%$4.9M$5.7M+$808.6K2026-10-19
Triad Wealth Partners, LLC
INCREASED11,49010,409+1,081+10%$5.3M$5.7M+$380.2K2026-10-26
Lipe & Dalton
INCREASED11,3909,315+2,075+22%$4.7K$5.7K+$1.0K2026-10-15
L. Roy Papp & Associates, LLP
INCREASED11,37111,357+14+0%$5.7M$5.7M-$20.7K2026-10-21
Oakworth Capital, Inc.
DECREASED11,36411,389-250%$5.7M$5.7M-$39.5K2026-10-26
Jacobs & Co
DECREASED11,33711,350-130%$5.7K$5.6K-$342026-10-09
Focused Wealth Management, Inc
INCREASED11,32811,102+226+2%$5.6M$5.6M+$85.2K2026-10-30
Northwest Wealth Management, LLC
INCREASED11,28011,245+35+0%$5.6M$5.6M-$10.0K2026-10-30
Cove Private Wealth, LLC
INCREASED11,24711,136+111+1%$5.6M$5.6M+$28.1K2026-10-28
Cypress Wealth Services, LLC
INCREASED11,24410,983+261+2%$5.5M$5.7M+$188.3K2026-10-21
Pinkerton Wealth, LLC
INCREASED11,23410,708+526+5%$5.1M$5.6M+$462.7K2026-10-29
NavPoint Financial, Inc.
INCREASED11,20410,923+281+3%$5.5M$5.6M+$113.0K2026-10-21
Scott & Selber, Inc.
INCREASED11,12611,123+3+0%$5.6M$5.5M-$25.7K2026-10-21
Eagle Capital Management, LLC
DECREASED11,10711,122-150%$5.6K$5.5K-$342026-10-19
Summit Wealth Group LLC / Co
INCREASED11,1013,711+7,390+199%$1.9M$5.5M+$3.7M2026-10-29
ZWJ Investment Counsel Inc
INCREASED11,0869,316+1,770+19%$4.7M$5.5M+$858.6K2026-10-15
Balefire, LLC
DECREASED11,08112,669-1,588-13%$6.3M$5.5M-$821.7K2026-10-09
Ballast, Inc.
DECREASED11,02311,139-116-1%$5.6M$5.5M-$84.9K2026-10-20
Sterling Investment Counsel, LLC
INCREASED11,01710,969+48+0%$5.5M$5.5M-$2.9K2026-10-19
True Freedom Investing, LLC
INCREASED10,98810,458+530+5%$5.0M$5.5M+$460.0K2026-10-29
Financial Insights, Inc.
DECREASED10,98512,157-1,172-10%$6.1M$5.5M-$613.3K2026-10-27
Spinnaker Investment Group, LLC
DECREASED10,96411,024-60-1%$5.5M$5.5M-$56.8K2026-10-13
Provenance Wealth Advisors, LLC
INCREASED10,8802,573+8,307+323%$1.3M$5.4M+$4.1M2026-10-30
Westco Advisory Services Inc
DECREASED10,86111,104-243-2%$5.6M$5.4M-$148.1K2026-10-14
Facet Wealth, Inc.
INCREASED10,8378,160+2,677+33%$4.1M$5.4M+$1.3M2026-11-04
Asset One Wealth Management LLC
INCREASED10,8357,280+3,555+49%$3.6M$5.4M+$1.8M2026-11-02
Banque Pictet & CIE SA
INCREASED10,8228,782+2,040+23%$4.4M$5.4M+$994.4K2026-10-16
Garde Capital, Inc.
INCREASED10,79310,718+75+1%$5.4M$5.4M+$11.2K2026-10-29
Blume Capital Management, Inc.
DECREASED10,77811,115-337-3%$5.6M$5.4M-$194.9K2026-10-26
Highline Wealth Partners LLC
INCREASED10,75010,471+279+3%$5.2M$5.4M+$113.4K2026-10-19
Northwest Wealth Advisors, LLC
UNCHANGED10,72210,72200%$5.4M$5.3M-$26.2K2026-11-02
Central Pacific Bank - Trust Division
DECREASED10,71210,713-10%$5.4M$5.3M-$26.6K2026-10-06
Artemis Wealth Advisors, LLC
INCREASED10,7029,992+710+7%$5.0M$5.3M+$329.2K2026-11-05
Professional Financial Advisors, LLC
DECREASED10,69110,829-138-1%$5.4M$5.3M-$95.2K2026-10-13
Sloy Dahl & Holst, LLC
DECREASED10,68111,099-418-4%$5.6M$5.3M-$235.2K2026-10-14
Baring Financial LLC
DECREASED10,66510,876-211-2%$5.4M$5.3M-$131.6K2026-10-07
James Investment Research, Inc.
DECREASED10,64211,031-389-4%$5.5M$5.3M-$220.6K2026-10-22
Formidable Asset Management, LLC
INCREASED10,61510,461+154+1%$5.0M$5.3M+$298.7K2026-11-03
Peak Financial Advisors LLC
INCREASED10,6068,030+2,576+32%$4.0M$5.3M+$1.3M2026-10-28
Ridgepath Capital Management LLC
DECREASED10,52812,041-1,513-13%$6.0M$5.2M-$782.8K2026-10-29
CRA Financial Services, LLC
DECREASED10,52510,577-520%$5.3M$5.2M-$51.7K2026-10-16
Shearwater Capital LLC
INCREASED10,49910,467+32+0%$5.2M$5.2M-$9.6K2026-10-13
First Citizens Financial Corp
INCREASED10,4989,750+748+8%$4.9M$5.2M+$348.7K2026-10-02
Fenimore Asset Management Inc
DECREASED10,45010,585-135-1%$5.3M$5.2M-$93.1K2026-10-08
Parisi Gray Wealth Management
INCREASED10,43810,364+74+1%$5.2M$5.2M+$11.8K2026-10-16
Nfsg Corp
DECREASED10,40911,506-1,097-10%$5.8M$5.2M-$574.3K2026-10-15
Hardin Capital Partners, LLC
INCREASED10,39910,026+373+4%$5.0M$5.2M+$167.0K2026-10-09
Cornell Pochily Investment Advisors, Inc.
DECREASED10,37110,386-150%$5.2M$5.2M-$32.8K2026-10-19
SRH Advisors, LLC
DECREASED10,25710,307-500%$5.2M$5.1M-$50.0K2026-10-22
Kathmere Capital Management, LLC
INCREASED10,2489,225+1,023+11%$4.6M$5.1M+$486.8K2026-10-20
Strategic Blueprint, LLC
DECREASED10,23310,797-564-5%$5.4M$5.1M-$307.2K2026-10-22
Van Cleef Asset Management,Inc
DECREASED10,22810,231-30%$5.1M$5.1M-$26.5K2026-10-20
Peoples Bank
DECREASED10,19410,291-97-1%$5.1M$5.1M-$73.4K2026-10-09
Ahara Advisors LLC
INCREASED10,1539,127+1,026+11%$4.6M$5.1M+$488.9K2026-10-29
Hillcrest Wealth Advisors - NY, LLC
DECREASED10,13111,486-1,355-12%$5.7M$5.0M-$702.7K2026-10-22
R.H. Dinel Investment Counsel, Inc.
UNCHANGED10,07510,07500%$5.0M$5.0M-$24.6K2026-10-14
Viewpoint Investment Partners Corp
DECREASED10,06112,441-2,380-19%$6.3M$5.1M-$1.2M2026-10-26
Sound Portfolio Advisors, LLC
INCREASED10,05510,046+9+0%$5.0M$5.0M-$20.0K2026-11-05
Mengis Capital Management, Inc.
INCREASED10,0529,880+172+2%$4.9M$5.0M+$61.5K2026-10-13
IPG Investment Advisors LLC
INCREASED10,0509,450+600+6%$4.7M$5.0M+$275.7K2026-10-30
Retirement Planning Group, LLC
INCREASED10,0478,753+1,294+15%$4.4M$5.0M+$623.0K2026-10-19
Hartford Financial Management Inc.
INCREASED10,0399,978+61+1%$5.0M$5.0M+$6.0K2026-10-21
Pinion Investment Advisors, LLC
INCREASED10,0369,910+126+1%$5.0M$5.0M+$38.6K2026-11-04
55 North Private Wealth, LLC
INCREASED10,0339,611+422+4%$4.8M$5.0M+$186.7K2026-10-20
Bull Street Advisors, LLC
INCREASED10,0209,950+70+1%$5.0M$5.0K-$5.0M2026-10-20
Nova R Wealth, Inc.
INCREASED9,9899,976+13+0%$5.0M$5.0M-$17.9K2026-10-26
Essex Bank
DECREASED9,94110,164-223-2%$5.1M$5.0M-$135.8K2026-10-16
Waters Parkerson & Co., LLC
INCREASED9,9179,915+2+0%$5.0M$4.9M-$23.2K2026-11-04
TCV Trust & Wealth Management, Inc.
DECREASED9,91210,209-297-3%$5.1M$4.9M-$172.8K2026-10-16
Lantz Financial LLC
INCREASED9,9049,589+315+3%$4.8M$4.9M+$133.5K2026-10-15
AdvisorNet Financial, Inc
INCREASED9,9009,785+115+1%$4.9M$5.2M+$314.4K2026-10-15
Investment Management Trust, LLC
INCREASED9,8969,886+10+0%$4.9M$4.9M-$19.1K2026-11-05
Idaho Trust Co
DECREASED9,8729,917-450%$5.0M$4.9M-$46.6K2026-11-04
Arlington Trust Co LLC
INCREASED9,8598,096+1,763+22%$4.1M$4.9M+$858.1K2026-10-20
Merrion Investment Management Co, LLC
DECREASED9,80710,237-430-4%$5.1M$4.9M-$239.1K2026-10-16
Islay Capital Management, LLC
INCREASED9,7959,720+75+1%$4.9M$4.9M+$13.6K2026-10-20
QV Investors Inc.
DECREASED9,7719,931-160-2%$5.0M$4.9K-$5.0M2026-10-20
Wingate Wealth Advisors, Inc.
DECREASED9,7249,980-256-3%$5.0M$4.8M-$151.8K2026-10-26
Capital City Trust Co
DECREASED9,7239,826-103-1%$4.9M$4.8M-$75.3K2026-10-22
GoalVest Advisory LLC
INCREASED9,6989,114+584+6%$4.6M$4.8M+$268.6K2026-10-02
Stevens Capital Partners
INCREASED9,6767,510+2,166+29%$3.8M$4.8M+$1.1M2026-10-29
Pinnacle Wealth Planning Services, Inc.
DECREASED9,67610,352-676-7%$5.2M$4.8M-$361.9K2026-10-27
RDA Financial Network
INCREASED9,6749,292+382+4%$4.6M$4.8M+$167.5K2026-10-15
Bell Bank
INCREASED9,6652,669+6,996+262%$1.3M$4.8M+$3.5M2026-10-21
Portside Wealth Group, LLC
INCREASED9,6469,423+223+2%$4.7M$4.8M+$88.1K2026-10-20
Red Mountain Financial, LLC
DECREASED9,6419,667-260%$4.8M$4.8M-$36.5K2026-11-03
Auto-Owners Insurance Co
DECREASED9,6199,655-360%$4.8M$4.8M-$41.5K2026-10-15
Long Island Wealth Management, Inc.
INCREASED9,6158,556+1,059+12%$4.3M$4.8M+$506.5K2026-10-20
Legacy Financial Strategies, LLC
DECREASED9,5799,679-100-1%$4.8M$4.8M-$73.4K2026-10-15
RWQ Financial Management Services, Inc.
DECREASED9,53030,540-21,010-69%$15.3M$4.7M-$10.5M2026-10-19
Kwmg, LLC
DECREASED9,5129,528-160%$4.8M$4.7M-$31.2K2026-10-07
Clarity Capital Advisors, LLC
UNCHANGED9,4799,47900%$4.7M$4.7M-$23.1K2026-10-27
Western Pacific Wealth Management, LP
UNCHANGED9,4789,47800%$4.7M$4.7M-$23.1K2026-10-16
Parcion Private Wealth LLC
INCREASED9,4678,899+568+6%$4.5M$4.7M+$261.1K2026-10-28
Rede Wealth, LLC
DECREASED9,4639,914-451-5%$5.0M$4.7M-$248.5K2026-10-22
Marathon Capital Management
DECREASED9,4569,473-170%$4.7M$4.7M-$31.6K2026-10-23
Adirondack Capital Advisors, LLC
INCREASED9,4439,418+25+0%$4.7M$4.7M-$10.5K2026-10-09
Capital Management Associates, Inc
DECREASED9,4359,608-173-2%$4.8M$4.7M-$109.6K2026-10-20
LaFleur & Godfrey LLC
INCREASED9,4338,915+518+6%$4.5M$4.7M+$236.2K2026-10-27
RFG - Bristol Wealth Advisors, LLC
DECREASED9,4229,439-170%$4.7M$4.7M-$31.5K2026-10-09
Greenspring Advisors, LLC
INCREASED9,4168,250+1,166+14%$4.1M$4.7M+$560.6K2026-11-05
Alpha Omega Wealth Management LLC
INCREASED9,4069,298+108+1%$4.7M$4.7M+$31.1K2026-10-23
Samalin Investment Counsel, LLC
INCREASED9,3799,127+252+3%$4.6M$4.7M+$102.9K2026-10-23
Novem Group
INCREASED9,3739,228+145+2%$4.6M$4.7M+$49.7K2026-10-19
Compass Financial Management LLC
DECREASED9,3529,435-83-1%$4.8M$4.7M-$177.1K2026-10-30
HF Advisory Group, LLC
DECREASED9,3249,924-600-6%$5.0M$4.6M-$323.3K2026-10-09
Taylor Financial Group, Inc.
UNCHANGED9,3239,32300%$4.7M$4.6M-$22.7K2026-11-02
Flavin Financial Services, Inc.
INCREASED9,3029,177+125+1%$4.6M$4.6M+$39.6K2026-10-21
Weatherly Asset Management L. P.
INCREASED9,2919,114+177+2%$4.6M$4.6M+$65.9K2026-10-20
Tilia Fiduciary Partners, Inc.
INCREASED9,2889,042+246+3%$4.5M$4.6M+$100.4K2026-10-09
Pine Haven Investment Counsel, Inc
INCREASED9,2829,269+13+0%$4.6M$4.6M-$16.1K2026-11-02
GSG Advisors LLC
DECREASED9,2809,379-99-1%$4.7M$4.6M-$72.2K2026-11-03
New England Research & Management, Inc.
INCREASED9,2789,203+75+1%$4.6M$4.6M+$14.9K2026-10-16
Vertrix Wealth Management, LLC
INCREASED9,2718,968+303+3%$4.5M$4.6M+$129.1K2026-10-13
Winthrop Advisory Group LLC
INCREASED9,2498,914+335+4%$4.5M$4.6M+$145.1K2026-10-22
Naples Global Advisors, LLC
DECREASED9,2389,296-58-1%$4.7M$4.6M-$51.6K2026-11-05
Searle & Co.
UNCHANGED9,2379,23700%$4.6M$4.6M-$22.5K2026-11-04
Bill Few Associates, Inc.
DECREASED9,21710,621-1,404-13%$5.3M$4.6M-$725.0K2026-10-09
First City Capital Management, Inc.
DECREASED9,1859,983-798-8%$5.0M$4.6M-$421.7K2026-10-27
Linden Thomas Advisory Services, LLC
INCREASED9,1819,062+119+1%$4.5M$4.6M+$37.1K2026-10-19
Washington Trust Bank
INCREASED9,1618,803+358+4%$4.4M$4.6M+$156.8K2026-11-03
Weil Company, Inc.
DECREASED9,1409,196-56-1%$4.6M$4.6M-$50.3K2026-10-14
Valley National Advisers Inc
DECREASED9,1299,133-40%$4.6M$4.5M-$24.3K2026-10-23
Wealth Management Nebraska
DECREASED9,1279,296-169-2%$4.7M$4.5M-$106.8K2026-10-26
Axxion S.A.
DECREASED9,12112,421-3,300-27%$5.4M$4.6M-$869.3K2026-10-22
JB Capital LLC
DECREASED9,1129,340-228-2%$4.7M$4.5M-$136.3K2026-10-19
Independence Bank of Kentucky
DECREASED9,0989,211-113-1%$4.6M$4.5M-$78.7K2026-10-26
Asset Dedication, LLC
DECREASED9,0969,235-139-2%$4.6M$4.5M-$91.7K2026-11-03
Roman Butler Fullerton & Co
INCREASED9,0808,796+284+3%$4.4M$4.8M+$462.7K2026-10-27
Johnson Bixby & Associates, LLC
DECREASED9,0649,653-589-6%$4.8M$4.5M-$316.8K2026-10-14
Amitell Capital Pte Ltd
UNCHANGED9,0079,00700%$4.5M$4.5M-$22.0K2026-11-02
Phoenix Wealth Advisors
DECREASED8,99710,047-1,050-10%$5.0M$4.5M-$547.4K2026-11-03
Nitor Capital Management, LLC
DECREASED8,9278,977-50-1%$4.5M$4.4M-$46.8K2026-11-04
Tiller Private Wealth, Inc.
UNCHANGED8,9258,92500%$4.5M$4.4M-$21.8K2026-10-26
Nvwm, LLC
DECREASED8,8758,917-420%$4.5M$4.4M-$42.7K2026-10-14
Physicians Financial Services, Inc.
DECREASED8,8608,970-110-1%$4.5M$4.4K-$4.5M2026-11-04
Traphagen Investment Advisors LLC
INCREASED8,8588,620+238+3%$4.3M$4.4M+$97.5K2026-10-14
Crescent Grove Advisors, LLC
INCREASED8,8328,809+23+0%$4.4M$4.4M-$9.9K2026-10-21
Schear Investment Advisers, LLC
NEW8,825—+8,825——$4.4M—2026-10-14
Tempo Wealth, LLC
INCREASED8,8258,418+407+5%$4.2M$4.4M+$182.1K2026-10-14
Kassira Wealth Management LLC
DECREASED8,8228,883-61-1%$4.4M$4.4M-$52.0K2026-10-28
Anchyra Partners LLC
INCREASED8,8198,100+719+9%$4.1M$4.4M+$338.3K2026-10-13
Prairie Advisory, LLC
INCREASED8,8064,409+4,397+100%$2.2M$4.4M+$2.2M2026-10-19
StoneX Group Inc.
DECREASED8,79610,442-1,646-16%$5.2M$4.4M-$839.4K2026-11-03
Grand Central Investment Group
INCREASED8,7887,753+1,035+13%$3.9M$4.4M+$496.5K2026-11-02
Baker Tilly Wealth Management, LLC
INCREASED8,7517,853+898+11%$3.9M$4.4M+$428.0K2026-10-05
Grey Ledge Advisors, LLC
DECREASED8,7488,875-127-1%$4.4M$4.4M-$84.9K2026-11-02
Harfst & Associates, Inc.
DECREASED8,7438,752-90%$4.4M$4.4M-$25.8K2026-10-20
Elmwood Wealth Management, Inc.
DECREASED8,7098,730-210%$4.4M$4.3M-$31.8K2026-10-14
Smart Wealth LLC
DECREASED8,70410,258-1,554-15%$5.1M$4.3M-$798.8K2026-11-04
Sterling Investment Advisors, Ltd.
DECREASED8,6849,050-366-4%$4.5M$4.3M-$204.3K2026-10-27
JSF Financial, LLC
INCREASED8,6608,473+187+2%$4.2M$4.3M+$72.4K2026-10-22
BG Investment Services, LLC
INCREASED8,623619+8,004+1293%$309.7K$4.3M+$4.0M2026-10-23
Turn8 Private Wealth Inc.
INCREASED8,6018,450+151+2%$4.3M$4.3M+$5.0K2026-11-05
Gratus Wealth Advisors, LLC
DECREASED8,5879,134-547-6%$4.6M$4.3M-$294.7K2026-10-26
FSM Wealth Advisors, LLC
DECREASED8,5798,925-346-4%$4.5M$4.4M-$81.7K2026-10-27
Verus Capital Partners, LLC
INCREASED8,5528,099+453+6%$4.1M$4.3M+$205.7K2026-11-03
Huntleigh Advisors, Inc.
INCREASED8,5488,470+78+1%$4.2M$4.3M+$18.2K2026-11-03
Epiq Partners, LLC
INCREASED8,5348,458+76+1%$4.2M$4.2M+$17.2K2026-10-07
Sepio Capital, LP
DECREASED8,52010,942-2,422-22%$5.5M$4.2M-$1.2M2026-10-22
Finivi Inc.
INCREASED8,4928,420+72+1%$4.2M$4.2M+$15.5K2026-10-13
Accurate Wealth Management, LLC
INCREASED8,4688,286+182+2%$4.1M$4.4M+$313.3K2026-10-20
Lodestar Private Asset Management LLC
DECREASED8,4528,631-179-2%$4.3M$4.2M-$110.2K2026-10-26
Oarsman Capital, Inc.
INCREASED8,4278,250+177+2%$4.1M$4.2M+$68.0K2026-11-05
Stonebridge Financial Group, LLC
INCREASED8,3688,272+96+1%$4.1M$4.2M+$27.6K2026-10-01
Freedom Day Solutions, LLC
INCREASED8,3638,255+108+1%$4.1M$4.2M+$33.6K2026-10-20
Drum Hill Capital, LLC
INCREASED8,3497,568+781+10%$3.8M$4.2M+$370.4K2026-10-20
Beacon Investment Advisory Services, Inc.
INCREASED8,3246,568+1,756+27%$3.3M$4.1M+$858.4K2026-10-13
DE Burlo Group Inc
INCREASED8,3116,726+1,585+24%$3.4M$4.1M+$772.8K2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED8,2998,934-635-7%$4.5M$4.1M-$338.0K2026-10-20
Rinkey Investments
INCREASED8,2838,274+9+0%$4.1M$4.1M-$15.4K2026-10-28
Birch Financial Group, LLC
DECREASED8,27511,605-3,330-29%$5.8M$4.1M-$1.7M2026-10-27
Stone Wealth Partners
INCREASED8,2745,036+3,238+64%$2.5M$4.1M+$1.6M2026-11-05
Legacy Private Trust Co.
DECREASED8,2698,319-50-1%$4.2M$4.1M-$45.2K2026-10-06
E&G Advisors, LLC
INCREASED8,2148,209+5+0%$4.1M$4.1M-$17.5K2026-10-13
Kornitzer Capital Management Inc
DECREASED8,1858,305-120-1%$4.2M$4.1M-$80.0K2026-11-03
Conning Inc.
DECREASED8,1698,240-71-1%$4.1M$4.1M-$55.5K2026-10-27
Genesee Capital Advisors, LLC
DECREASED8,1668,348-182-2%$4.2M$4.1M-$111.0K2026-10-20
Norway Savings Bank
INCREASED8,1528,085+67+1%$4.0M$4.1M+$13.6K2026-10-20
Curbstone Financial Management Corp
INCREASED8,1488,128+20+0%$4.1M$4.1M-$9.9K2026-10-21
Chapin Davis, Inc.
DECREASED8,1358,143-80%$4.1M$4.1M-$23.9K2026-10-09
Pullen Investment Management, LLC
INCREASED8,1177,933+184+2%$4.0M$4.0M+$72.3K2026-10-23
Oak Grove Capital LLC
INCREASED8,1047,254+850+12%$3.6M$4.0M+$405.6K2026-10-09
Acumen Wealth Advisors, LLC
DECREASED8,0708,566-496-6%$4.3M$4.0M-$267.9K2026-11-05
Cookson Peirce & Co Inc
INCREASED8,0562,596+5,460+210%$1.3M$4.0M+$2.7M2026-10-30
Nabity-Jensen Investment Management Inc
DECREASED8,0468,138-92-1%$4.1M$4.0M-$65.7K2026-10-23
Guardian Financial Partners, LLC
INCREASED8,0247,722+302+4%$3.9M$4.0M+$131.5K2026-11-04
Bellecapital International Ltd.
DECREASED8,0128,612-600-7%$4.3M$4.0M-$319.8K2026-10-21
Curated Wealth Partners LLC
INCREASED8,0033,985+4,018+101%$2.0M$4.0M+$2.0M2026-10-15
Rayburn West Financial Services LLC
DECREASED7,9988,312-314-4%$4.2M$4.0M-$176.6K2026-11-03
Lewis Asset Management, LLC
DECREASED7,9707,971-10%$4.0M$4.0M-$19.9K2026-10-14
RKL Wealth Management LLC
DECREASED7,9628,106-144-2%$4.1M$4.0M-$91.5K2026-10-16
Childress Capital Advisors, LLC
INCREASED7,9327,723+209+3%$3.9M$3.9M+$85.2K2026-10-28
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED7,9217,905+16+0%$4.0M$3.9M-$11.3K2026-10-13
Orser Capital Management, LLC
DECREASED7,9007,970-70-1%$4.0M$3.9M-$54.3K2026-10-13
Magnolia Group, LLC
DECREASED7,88619,500-11,614-60%$9.8M$3.9M-$5.8M2026-11-05
Capital Investment Counsel, LLC
INCREASED7,8807,866+14+0%$3.9M$3.9M-$12.2K2026-10-14
Third View Private Wealth, LLC
INCREASED7,8737,673+200+3%$3.8M$3.9M+$80.9K2026-10-30
Crown Wealth Group, LLC
INCREASED7,8717,501+370+5%$3.8M$3.9M+$165.9K2026-10-19
Revolve Wealth Partners, LLC
INCREASED7,8587,113+745+10%$3.6M$3.9M+$353.6K2026-10-23
NTV Asset Management LLC
DECREASED7,8528,007-155-2%$4.0M$3.9M-$96.7K2026-10-23
Old Mission Investment Co LLC
DECREASED7,8408,163-323-4%$4.1M$3.9M-$180.6K2026-10-22
Richmond Investment Services, LLC
INCREASED7,8317,183+648+9%$3.6M$3.9M+$305.2K2026-10-29
Dutch Asset Corp
DECREASED7,8267,905-79-1%$4.0M$3.9M-$58.8K2026-10-20
Arrow Financial Corp
DECREASED7,8169,009-1,193-13%$4.5M$3.9M-$616.0K2026-10-26
Deltec Asset Management LLC
UNCHANGED7,8137,81300%$3.9M$3.9M-$19.1K2026-10-26
Guidance Capital, Inc
DECREASED7,7937,965-172-2%$3.9M$4.3M+$406.1K2026-11-03
First Heartland Consultants, Inc.
DECREASED7,78616,888-9,102-54%$8.5M$3.9M-$4.6M2026-10-08
Insight Advisors, LLC/ PA
DECREASED7,7727,825-53-1%$3.9M$3.9M-$45.5K2026-10-22
Augustine Asset Management Inc
INCREASED7,7627,401+361+5%$3.7M$3.9M+$161.7K2026-10-13
Wynn Capital, LLC
INCREASED7,7627,759+3+0%$3.9M$3.9M-$17.4K2026-10-13
Pilgrim Partners Asia Pte Ltd
UNCHANGED7,7507,75000%$3.9M$3.9M-$18.9K2026-10-29
Smith & Howard Wealth Management, LLC
DECREASED7,7487,916-168-2%$4.0M$3.9M-$102.8K2026-10-27
Rebalance, LLC
DECREASED7,7487,765-170%$3.9M$3.9M-$27.4K2026-10-22
Rise Advisors, LLC
DECREASED7,7447,933-189-2%$4.0M$3.9M-$113.7K2026-10-16
Brandywine OAK Private Wealth LLC
DECREASED7,7277,751-240%$3.9M$3.8M-$30.9K2026-10-23
Prudent Man Advisors, LLC
DECREASED7,7217,995-274-3%$4.0M$3.9M-$156.1K2026-11-03
Lpwm LLC
DECREASED7,7188,005-287-4%$4.0M$3.8M-$162.4K2026-10-20
Sheets Smith Wealth Management
INCREASED7,7012,489+5,212+209%$1.2M$3.8M+$2.6M2026-10-16
Cornerstone Planning, LLC
INCREASED7,6962,185+5,511+252%$1.1M$3.8M+$2.8M2026-10-27
Peterson Wealth Services
DECREASED7,69417,662-9,968-56%$8.8M$3.8M-$5.0M2026-10-26
Hikari Power Ltd
UNCHANGED7,6707,67000%$3.8M$3.8K-$3.8M2026-10-30
Patton Albertson Miller Group, LLC
DECREASED7,6677,767-100-1%$3.9M$3.8M-$68.7K2026-10-26
Cathy Pareto & Associates, Inc
DECREASED7,6577,692-350%$3.8M$3.8M-$35.3K2026-10-15
Heartwood Wealth Advisors LLC
DECREASED7,6347,939-305-4%$4.0M$3.8M-$171.2K2026-10-05
CV Advisors LLC
UNCHANGED7,6007,60000%$3.8M$3.8M-$18.5K2026-10-13
Midwest Financial Group LLC
INCREASED7,5867,368+218+3%$3.7M$3.8M+$90.6K2026-10-15
Gemmer Asset Management LLC
INCREASED7,5637,163+400+6%$3.6M$3.8M+$181.7K2026-10-16
Legacy Bridge, LLC
DECREASED7,5527,557-50%$3.8M$3.8M-$20.9K2026-10-28
Investment Research & Advisory Group, Inc.
DECREASED7,5467,614-68-1%$3.9M$3.8M-$41.2K2026-10-19
Crusonia Wealth Advisors LLC
INCREASED7,5387,440+98+1%$3.7M$3.8M+$30.6K2026-10-26
Triumph Capital Management
DECREASED7,5237,943-420-5%$4.0M$3.7M-$228.9K2026-10-14
Advisor OS, LLC
DECREASED7,5077,636-129-2%$3.8M$3.7M-$82.9K2026-11-03
G2 Capital Management, LLC / OH
INCREASED7,4477,437+10+0%$3.7M$3.7M-$13.2K2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED7,4427,44200%$3.7M$3.7M-$18.2K2026-11-03
Lynx Capital Group LTD
DECREASED7,4157,607-192-3%$3.8M$3.7M-$114.2K2026-11-04
Adirondack Trust Co
DECREASED7,4038,697-1,294-15%$4.4M$3.7M-$665.6K2026-10-14
Flagship Wealth Advisors, LLC
DECREASED7,3957,439-44-1%$3.7M$3.7M-$40.1K2026-11-03
Tufton Capital Management
UNCHANGED7,3647,36400%$3.7M$3.7K-$3.7M2026-10-20
Howard Capital Management Group, LLC
DECREASED7,3367,386-50-1%$3.7M$3.7M-$42.9K2026-10-16
Cahaba Wealth Management, Inc.
INCREASED7,3347,263+71+1%$3.6M$3.7M+$17.6K2026-10-26
Breakwater Capital Group
DECREASED7,3027,525-223-3%$3.8M$3.6M-$129.4K2026-10-09
CFS Investment Advisory Services, LLC
DECREASED7,3017,762-461-6%$3.9M$3.7M-$250.4K2026-10-19
Gilliland Jeter Wealth Management LLC
UNCHANGED7,3007,30000%$3.7M$3.6M-$17.8K2026-10-28
Rockingstone Advisors LLC
UNCHANGED7,2957,29500%$3.7M$3.6M-$20.3K2026-10-16
Scheeler Financial LLC
NEW7,280—+7,280——$3.6M—2026-10-13
Global Trust Asset Management, LLC
DECREASED7,2757,652-377-5%$3.8M$3.6M-$206.4K2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED7,2266,425+801+12%$3.2M$3.6M+$383.2K2026-10-29
Patten & Patten Inc
DECREASED7,2167,226-100%$3.6M$3.6M-$22.6K2026-10-26
Plimoth Trust Co LLC
INCREASED7,1956,848+347+5%$3.4M$3.6M+$156.1K2026-10-26
Alpine Bank Wealth Management
DECREASED7,1957,215-200%$3.6M$3.6M-$27.6K2026-10-16
Annex Advisory Services, LLC
INCREASED7,1696,842+327+5%$3.4M$3.6M+$146.1K2026-10-16
Magnolia Capital Management LTD
UNCHANGED7,1587,15800%$3.6K$3.6K-$182026-10-09
Blankinship & Foster, LLC
UNCHANGED7,1487,14800%$3.6M$3.6M-$17.4K2026-10-19
Gerald Baker Financial Group LLC
UNCHANGED7,1467,14600%$3.6M$3.6M-$17.4K2026-10-09
Spectrum Planning & Advisory Services Inc.
INCREASED7,1315,074+2,057+41%$2.5M$3.6M+$1.0M2026-11-05
Sterling Capital Management LLC
DECREASED7,12813,913-6,785-49%$7.0M$3.5M-$3.4M2026-10-22
Sound Income Strategies, LLC
INCREASED7,1206,726+394+6%$3.4M$3.6M+$273.1K2026-10-09
Pacific Center for Financial Services
DECREASED7,1137,209-96-1%$3.6M$3.5M-$65.3K2026-10-15
Vista Investment Partners LLC
DECREASED7,0267,040-140%$3.5M$3.5M-$24.1K2026-10-08
Hixon Zuercher, LLC
DECREASED7,0207,053-330%$3.5M$3.5M-$33.6K2026-10-13
Ables, Iannone, Moore & Associates, Inc.
DECREASED7,0187,314-296-4%$3.7M$3.5M-$165.2K2026-10-06
Inlight Wealth Management, LLC
INCREASED7,0136,632+381+6%$3.3M$3.5M+$173.5K2026-10-21
Wealthcare Capital Partners, LLC
UNCHANGED7,0017,00100%$3.5M$3.5M-$17.1K2026-10-21
Newman Dignan & Sheerar, Inc.
INCREASED6,9976,490+507+8%$3.2M$3.5M+$236.6K2026-10-21
Bath Savings Trust Co
DECREASED6,9857,105-120-2%$3.6M$3.5M-$77.1K2026-10-07
Bison Wealth, LLC
INCREASED6,9756,388+587+9%$3.2M$3.6M+$374.2K2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED6,9667,084-118-2%$3.5M$3.5M-$76.0K2026-10-26
Bourgeon Capital Management LLC
DECREASED6,9577,103-146-2%$3.6M$3.5M-$90.0K2026-10-19
TritonPoint Partners, LLC
DECREASED6,94114,962-8,021-54%$7.5M$3.5M-$4.0M2026-11-05
Allen Operations LLC
UNCHANGED6,9066,90600%$3.5M$3.4M-$16.9K2026-11-03
Central Valley Advisors, LLC
INCREASED6,9046,794+110+2%$3.4M$3.4M+$38.2K2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED6,8866,721+165+2%$3.4M$3.4M+$65.8K2026-10-16
Paladin Partners, LLC
UNCHANGED6,8816,88100%$19.4K$3.4M+$3.4M2026-10-06
Hiley Hunt Wealth Management
UNCHANGED6,8556,85500%$3.4M$3.4M-$16.7K2026-10-08
General Partner, Inc.
UNCHANGED6,8526,85200%$3.4M$3.4M-$16.7K2026-10-05
Gibson Capital, LLC
DECREASED6,8367,889-1,053-13%$3.9M$3.4M-$543.3K2026-10-23
Uhlmann Price Securities, LLC
INCREASED6,8026,782+20+0%$3.4M$3.4M-$6.6K2026-11-03
Paragon Private Wealth Management, LLC
DECREASED6,7688,129-1,361-17%$4.1M$3.4M-$697.5K2026-10-20
Kraematon Investment Advisors, Inc
UNCHANGED6,7656,76500%$3.4M$3.4M-$16.5K2026-11-02
St. Louis Financial Planners Asset Management, LLC
NEW6,759—+6,759——$3.5M—2026-10-16
Enhancing Capital LLC
INCREASED6,7106,700+10+0%$3.4M$3.3M-$11.4K2026-10-26
Winebrenner Capital Management LLC
DECREASED6,7097,115-406-6%$3.6M$3.3M-$219.5K2026-10-07
Aufman Associates Inc
INCREASED6,6866,158+528+9%$3.1M$3.3M+$247.9K2026-11-04
Capstone Wealth Management Group, Inc.
DECREASED6,6757,585-910-12%$3.8M$3.3M-$471.6K2026-10-19
McMill Wealth Management
INCREASED6,6733+6,670+222333%$2.2M$3.3M+$1.1M2026-11-05
James J. Burns & Company, LLC
INCREASED6,6735,173+1,500+29%$2.6M$3.3M+$734.3K2026-10-22
Hazlett, Burt & Watson, Inc.
DECREASED6,6556,837-182-3%$3.2M$3.3K-$3.2M2026-11-04
Inscription Capital, LLC
DECREASED6,6478,987-2,340-26%$4.5M$3.3M-$1.2M2026-11-02
Atlas Brown,Inc.
DECREASED6,6386,694-56-1%$3.3M$3.3M-$44.2K2026-10-09
Fulcrum Asset Management LLP
INCREASED6,6176,000+617+10%$3.0M$3.3M+$348.1K2026-11-04
Activest Wealth Management
INCREASED6,6076,353+254+4%$3.2M$3.3M+$111.3K2026-10-15
Elyxium Wealth, LLC
INCREASED6,5796,460+119+2%$3.2M$3.3M+$43.5K2026-10-27
Rachor Investment Advisory Services, LLC
INCREASED6,5736,441+132+2%$3.2M$3.3M+$50.0K2026-10-29
Cordatus Wealth Management LLC
DECREASED6,5736,703-130-2%$3.4M$3.3M-$81.1K2026-10-19
Texas Bank & Trust Co
INCREASED6,5266,396+130+2%$3.2M$3.2M+$49.1K2026-11-04
Diversified Management Inc
INCREASED6,5234,223+2,300+54%$2.1M$3.2M+$1.1M2026-10-08
Madrona Financial Services, LLC
INCREASED6,5236,043+480+8%$3.0M$3.2M+$224.3K2026-10-23
Lanark Financial, Inc.
DECREASED6,5186,811-293-4%$3.4M$3.2M-$162.5K2026-10-26
Leonteq Securities AG
DECREASED6,5037,638-1,135-15%$3.8M$3.2M-$583.8K2026-10-29
Altrius Capital Management Inc
UNCHANGED6,5026,50200%$3.3M$3.2M-$15.9K2026-11-05
Triangle Securities Wealth Management
DECREASED6,5006,529-290%$3.3M$3.2M-$30.4K2026-10-14
Triad Investment Management
INCREASED6,4906,332+158+3%$3.2M$3.2M+$63.2K2026-10-13
Marathon Wealth Advisors LLC
DECREASED6,4826,531-49-1%$3.3M$3.2M-$40.3K2026-11-04
Firethorn Wealth Partners, LLC
DECREASED6,4606,814-354-5%$3.4M$3.2M-$192.9K2026-10-14
Herold Advisors, Inc.
INCREASED6,4496,404+45+1%$3.2M$3.2M+$3.5K2026-10-19
Prentiss Smith & Co Inc
UNCHANGED6,4366,43600%$3.2M$3.2M-$15.7K2026-10-27
Trust Co of Oklahoma
INCREASED6,4245,902+522+9%$3.0M$3.2M+$245.5K2026-10-15
Lexington Hill Partners, LLC
INCREASED6,4236,373+50+1%$3.2M$3.2M+$9.3K2026-10-13
Occidental Asset Management, LLC
INCREASED6,4195,439+980+18%$2.7M$3.2M+$474.7K2026-11-05
Meriwether Wealth & Planning, LLC
INCREASED6,4086,394+14+0%$3.2M$3.2M-$8.6K2026-10-13
Wealth Preservation Advisors, LLC
INCREASED6,4024,131+2,271+55%$2.1M$3.2M+$1.1M2026-11-05
Journey Advisory Group, LLC
INCREASED6,3916,292+99+2%$3.1M$3.2M+$33.9K2026-11-04
Plan Group Financial, LLC
DECREASED6,3886,621-233-4%$3.3M$3.4M+$135.3K2026-10-22
CFM Wealth Partners LLC
DECREASED6,3808,753-2,373-27%$4.4M$3.2M-$1.2M2026-11-05
Trust Co
DECREASED6,3677,977-1,610-20%$4.0M$3.2M-$821.4K2026-10-09
GS Investments, Inc.
DECREASED6,3556,397-42-1%$3.2M$3.2M-$36.5K2026-11-05
Prairiewood Capital, LLC
DECREASED6,3516,679-328-5%$3.3M$3.2M-$179.6K2026-10-16
Intelligence Driven Advisers, LLC
DECREASED6,3456,571-226-3%$3.3M$3.2M-$128.6K2026-10-09
Altfest L J & Co Inc
INCREASED6,3435,987+356+6%$3.0M$3.2M+$162.6K2026-10-27
Evermay Wealth Management LLC
DECREASED6,3366,583-247-4%$3.3M$3.2M-$139.1K2026-11-05
Legacy Financial Group, Inc.
INCREASED6,3366,251+85+1%$3.1M$3.2M+$27.1K2026-10-21
Parr Mcknight Wealth Management Group, LLC
DECREASED6,3356,404-69-1%$3.2M$3.2M-$50.0K2026-10-30
Armstrong, Fleming & Moore, Inc
UNCHANGED6,3316,33100%$3.2M$3.2M-$15.4K2026-10-28
Spectrum Asset Management, Inc. (NB )
DECREASED6,3136,423-110-2%$3.2M$3.1M-$70.4K2026-10-19
Romano Brothers and Company
INCREASED6,3095,024+1,285+26%$2.5M$3.1M+$627.6K2026-10-22
China Universal Asset Management Co., Ltd.
INCREASED6,3085,435+873+16%$2.7M$3.2M+$449.2K2026-10-28
BlueSky Wealth Advisors, LLC
INCREASED6,3006,263+37+1%$3.1M$3.1M+$3.1K2026-10-29
SmartHarvest Portfolios, LLC
DECREASED6,2927,421-1,129-15%$3.7M$3.1M-$580.3K2026-10-26
SevenBridge Financial Group, LLC
DECREASED6,2926,313-210%$3.3M$3.4M+$102.4K2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED6,2795,165+1,114+22%$2.6M$3.1M+$542.1K2026-11-05
Perpetual Ltd
DECREASED6,2736,298-250%$3.2M$3.1M-$27.8K2026-10-13
Atwood & Palmer Inc
INCREASED6,2723,869+2,403+62%$1.9M$3.1M+$1.2M2026-10-08
CMG Global Holdings, LLC
DECREASED6,2576,340-83-1%$3.2M$3.1M-$56.8K2026-10-14
Sentry LLC
DECREASED6,2556,540-285-4%$3.3M$3.1M-$157.9K2026-10-30
Caliber Wealth Management, LLC / KS
DECREASED6,1926,514-322-5%$3.3M$3.1M-$176.2K2026-11-04
Foundation Wealth Management, LLC
INCREASED6,1886,138+50+1%$3.1M$3.1M+$10.1K2026-10-22
Masterinvest Kapitalanlage GmbH
INCREASED6,1876,024+163+3%$3.0M$3.1M+$66.5K2026-11-03
United Asset Strategies, Inc.
DECREASED6,1686,623-455-7%$3.3M$3.1M-$242.7K2026-10-28
Smithbridge Asset Management Inc
INCREASED6,1625,362+800+15%$2.7M$3.1M+$385.3K2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED6,1366,709-573-9%$3.4M$3.1M-$301.7K2026-10-23
Synergy Asset Management, LLC
DECREASED6,12513,686-7,561-55%$6.8M$3.0M-$3.8M2026-11-05
Oslo Pensjonsforsikring AS
INCREASED6,1206,044+76+1%$3.0M$3.0M+$23.1K2026-10-15
Dale Q Rice Investment Management Ltd
DECREASED6,1136,212-99-2%$3.1M$3.0M-$64.3K2026-10-09
First National Bank of Mount Dora, Trust Investment Services
DECREASED6,0956,395-300-5%$3.2M$3.0M-$165.0K2026-10-21
Thrive Wealth Management, LLC
DECREASED6,0846,363-279-4%$3.2M$3.0M-$154.5K2026-10-13
Fulcrum Wealth Advisors, LLC
INCREASED6,0845,974+110+2%$3.0M$3.0M+$40.2K2026-10-16
Analyst IMS Investment Management Services Ltd.
DECREASED6,0698,808-2,739-31%$4.4M$3.0K-$4.4M2026-11-05
Cutler Investment Counsel LLC
INCREASED6,0626,021+41+1%$3.0M$3.0M+$5.7K2026-10-28
Chilton Capital Management LLC
INCREASED6,0615,966+95+2%$3.0M$3.0M+$32.7K2026-10-28
Cdkv Holdings LLC
INCREASED6,0531,388+4,665+336%$694.5K$3.0M+$2.3M2026-10-28
Provident Trust Co
UNCHANGED6,0536,05300%$3.0M$3.0M-$14.8K2026-10-29
McAdam, LLC
INCREASED6,0485,950+98+2%$3.0M$3.0M+$34.3K2026-10-21
SkyOak Wealth, LLC
INCREASED6,0456,034+11+0%$3.0M$3.0M-$9.2K2026-10-28
Abel Hall, LLC
INCREASED6,0265,155+871+17%$2.6M$3.0M+$421.1K2026-10-19
Fairvoy Private Wealth, LLC
INCREASED6,0232,979+3,044+102%$1.5M$3.0M+$1.5M2026-10-19
Founders Financial Securities LLC
DECREASED6,0216,869-848-12%$3.4M$3.0M-$439.0K2026-10-28
Alliance Private Wealth, LLC
DECREASED6,0086,811-803-12%$3.4M$3.0M-$416.5K2026-10-20
Fire Capital Management LLC
INCREASED5,9921,992+4,000+201%$996.8K$3.0M+$2.0M2026-10-27
EPG Wealth Management LLC
DECREASED5,9926,285-293-5%$3.1M$3.0M-$161.2K2026-11-03
Vision Financial Markets LLC
UNCHANGED5,9705,97000%$3.0M$3.0M-$14.6K2026-10-22
PKS Advisory Services, LLC
UNCHANGED5,9395,93900%$3.0M$3.0M$02026-10-26
Yankcom Partnership
INCREASED5,9334,767+1,166+24%$2.4M$3.0M+$569.0K2026-10-15
Intrua Financial, LLC
INCREASED5,9265,630+296+5%$2.8M$3.0M+$133.7K2026-10-28
Leisure Capital Management
DECREASED5,9215,974-53-1%$3.0M$2.9M-$41.0K2026-11-03
Crosspoint Financial, LLC
DECREASED5,9207,723-1,803-23%$3.9M$2.9M-$916.6K2026-11-03
Summa Corp.
INCREASED5,9205,367+553+10%$2.7M$2.9M+$262.5K2026-10-30
Sicart Associates LLC
INCREASED5,9155,000+915+18%$2.5M$3.1M+$644.9K2026-10-29
Lodestone Wealth Management LLC
INCREASED5,9025,892+10+0%$2.9M$2.9M-$9.0K2026-10-14
Del-Sette Capital Management, LLC
INCREASED5,8665,132+734+14%$2.6M$2.9M+$352.8K2026-10-23
Peoples Financial Services Corp.
DECREASED5,8625,928-66-1%$3.0M$2.9M-$47.3K2026-10-20
Aull & Monroe Investment Management Corp
INCREASED5,8595,844+15+0%$2.9M$2.9M-$6.8K2026-10-16
Regent Peak Wealth Advisors LLC
DECREASED5,8519,739-3,888-40%$4.9M$2.9M-$2.0M2026-10-13
Insight Inv LLC
INCREASED5,8515,451+400+7%$2.7M$2.9M+$185.9K2026-10-27
Value Partners Investments Inc.
INCREASED5,8515,738+113+2%$2.9M$2.9M+$55.5K2026-10-19
Black Diamond Financial, LLC
INCREASED5,8225,421+401+7%$2.7M$2.9M+$186.5K2026-10-26
Family Legacy, Inc.
INCREASED5,8175,644+173+3%$2.8M$2.9M+$72.4K2026-10-13
My Personal CFO, LLC
INCREASED5,8135,730+83+1%$2.9M$2.9M+$27.3K2026-10-14
Golden State Wealth Management, LLC
DECREASED5,8056,910-1,105-16%$3.5M$2.9M-$567.1K2026-11-02
Pinnacle Financial Group, LLC / IL
DECREASED5,8045,859-55-1%$2.9M$2.9M-$41.7K2026-10-29
North Berkeley Wealth Management, LLC
INCREASED5,7985,783+15+0%$2.9M$2.9M-$6.6K2026-11-02
Roof Eidam Maycock Peralta, LLC
DECREASED5,7826,086-304-5%$3.0M$2.9M-$166.2K2026-10-15
Farnam Financial LLC
DECREASED5,7735,808-35-1%$2.9M$3.1M+$165.1K2026-10-21
Tanager Wealth Management LLP
INCREASED5,7705,303+467+9%$2.7M$2.9M+$219.9K2026-10-19
ASL Financial, LLC
DECREASED5,7625,952-190-3%$3.0M$2.9M-$109.1K2026-10-15
One Way Holdings LLC
INCREASED5,7425,539+203+4%$2.8M$2.9M+$87.6K2026-10-29
Sulzberger Capital Advisors, Inc.
INCREASED5,7255,367+358+7%$2.7M$2.9M+$165.2K2026-10-20
Consolidated Capital Management, LLC
UNCHANGED5,7245,72400%$2.9M$2.9M-$14.0K2026-10-13
Next Level Private LLC
INCREASED5,7185,653+65+1%$2.8M$2.8M+$18.6K2026-10-20
Investment House LLC
DECREASED5,69011,318-5,628-50%$5.7M$2.8M-$2.8M2026-10-21
Brown Miller Wealth Management, LLC
DECREASED5,6705,702-32-1%$2.9M$2.8M-$29.8K2026-11-02
Independent Wealth Network Inc.
INCREASED5,6695,586+83+1%$2.8M$2.8M+$27.8K2026-10-19
Cadent Capital Advisors, LLC
DECREASED5,6545,983-329-5%$3.0M$2.8M-$178.4K2026-10-09
Affiance Financial, LLC
INCREASED5,6484,141+1,507+36%$2.1M$2.8M+$740.3K2026-10-15
Sage Capital Advisors,llc
DECREASED5,6455,651-60%$2.8M$2.8M-$16.8K2026-10-13
GFG Capital, LLC
DECREASED5,6316,410-779-12%$3.2M$2.8M-$403.5K2026-10-16
Lederer & Associates Investment Counsel
DECREASED5,6235,765-142-2%$2.9K$2.8K-$852026-10-23
Marin Bay Wealth Advisors, LLC
DECREASED5,6135,665-52-1%$2.8M$2.8M-$39.7K2026-10-28
Xxec, Inc.
DECREASED5,57668,400-62,824-92%$33.1M$2.8M-$30.3M2026-11-05
Canandaigua National Bank & Trust Co
DECREASED5,5765,720-144-3%$2.9M$2.8M-$85.7K2026-10-07
Sage Mountain Advisors LLC
DECREASED5,5536,097-544-9%$3.1M$2.8M-$285.8K2026-11-02
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED5,5525,422+130+2%$2.7M$2.8M+$51.5K2026-10-28
Galvin, Gaustad & Stein, LLC
DECREASED5,5525,614-62-1%$2.8M$2.8M-$44.6K2026-10-08
Grove Bank & Trust
DECREASED5,5495,878-329-6%$2.9M$2.8M-$178.2K2026-10-08
Alhambra Investment Management LLC
DECREASED5,5455,592-47-1%$2.8M$2.8M-$37.0K2026-10-15
QTR Family Wealth, LLC
DECREASED5,5435,749-206-4%$2.9M$2.8M-$116.6K2026-11-02
Ethos Capital Management, Inc.
INCREASED5,5425,056+486+10%$2.5M$2.8M+$229.7K2026-11-03
Tectonic Advisors LLC
DECREASED5,5355,562-270%$2.8M$2.8M-$27.2K2026-10-22
Redhawk Wealth Advisors, Inc.
INCREASED5,5305,479+51+1%$2.7M$2.8M+$12.0K2026-10-14
Impact Capital Partners LLC
INCREASED5,5095,505+4+0%$2.8M$2.7M-$11.4K2026-10-22
Aviso Wealth Management
DECREASED5,5045,635-131-2%$2.8M$2.7M-$79.0K2026-11-04
Clark Asset Management, LLC
DECREASED5,4905,523-33-1%$2.8M$2.7M-$30.0K2026-10-19
Marks Group Wealth Management, Inc
DECREASED5,4846,256-772-12%$3.1M$2.7M-$399.7K2026-11-05
Firestone Capital Management
UNCHANGED5,4835,48300%$2.7M$2.7M-$13.4K2026-11-03
Linscomb Wealth, Inc.
DECREASED5,4815,496-150%$2.8M$2.7M-$20.9K2026-11-05
SWS Partners
UNCHANGED5,4795,47900%$2.7M$2.7M-$13.4K2026-10-26
FF Advisors,LLC
DECREASED5,4605,527-67-1%$2.8M$2.7M-$46.8K2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED5,4295,42900%$2.7M$2.7M$02026-10-13
Maple Capital Management, Inc.
INCREASED5,4235,400+23+0%$2.7M$2.7M-$1.7K2026-11-02
RVW Wealth, LLC
DECREASED5,4035,485-82-1%$2.7M$2.7M-$54.2K2026-10-06
Riverbend Wealth Management, LLC
DECREASED5,4025,800-398-7%$2.9M$2.7M-$212.3K2026-10-15
Monarch Capital Management Inc
DECREASED5,3985,531-133-2%$2.8M$2.7M-$79.7K2026-10-19
Golden Reserve Retirement LLC
INCREASED5,3974,012+1,385+35%$2.0M$2.7M+$680.0K2026-11-02
Mainstream Capital Management LLC
DECREASED5,3865,400-140%$2.7M$2.7M-$20.0K2026-10-23
Argyle Capital Partners, LLC
INCREASED5,3695,297+72+1%$2.7M$2.7M+$22.9K2026-10-23
HBW Advisory Services LLC
DECREASED5,3635,482-119-2%$2.7M$2.7M-$72.8K2026-10-15
Richards, Merrill & Peterson, Inc.
DECREASED5,3615,522-161-3%$2.8M$2.7M-$93.6K2026-10-19
Sovran Advisors, LLC
DECREASED5,3566,402-1,046-16%$3.3M$2.9M-$377.5K2026-11-02
Cromwell Holdings LLC
DECREASED5,3545,752-398-7%$2.9M$2.7M-$212.2K2026-10-28
Wealth Effects LLC
DECREASED5,3445,485-141-3%$2.7M$2.7M-$83.6K2026-10-23
Boomfish Wealth Group, LLC
INCREASED5,3305,255+75+1%$2.6M$2.7M+$24.5K2026-10-22
Prodigy Asset Management LLC
DECREASED5,3185,648-330-6%$2.8M$2.6M-$178.1K2026-10-28
Cane Capital Partners, LLC
DECREASED5,3185,405-87-2%$2.7M$2.6M-$56.5K2026-10-23
Berman McAleer LLC
UNCHANGED5,3175,31700%$2.7M$2.6M-$13.0K2026-10-16
Miller Wealth Advisors, LLC
DECREASED5,2955,667-372-7%$2.8M$2.6M-$199.1K2026-11-02
Skyline Advisors, Inc.
DECREASED5,2935,862-569-10%$2.9M$2.6M-$297.6K2026-11-03
Meyer Handelman Co
UNCHANGED5,2905,29000%$2.6M$2.6M-$12.9K2026-10-28
Abacus Planning Group, Inc.
INCREASED5,2805,254+26+0%$2.6M$2.6M+$1372026-11-02
FAI Advisors, Inc.
DECREASED5,2795,349-70-1%$2.7M$2.6M-$47.9K2026-10-27
Silvia Mccoll Wealth Management, LLC
UNCHANGED5,2715,27100%$2.6M$2.6M-$12.9K2026-10-07
Massachusetts Wealth Management
INCREASED5,2625,202+60+1%$2.6M$2.6M+$17.2K2026-10-21
Kentucky Trust Co
DECREASED5,2385,458-220-4%$2.7M$2.6M-$122.9K2026-10-15
Rational Advisors, Inc.
INCREASED5,2344,981+253+5%$2.5M$2.6M+$113.8K2026-11-02
Claro Advisors Inc.
INCREASED5,2144,879+335+7%$2.4M$2.6M+$154.7K2026-11-02
Todd Wealth Management, LLC
DECREASED5,1896,186-997-16%$3.1M$2.6M-$511.6K2026-10-19
Traveka Wealth, LLC
INCREASED5,1825,130+52+1%$2.6M$2.6M+$13.4K2026-10-19
Tactive Advisors, LLC
INCREASED5,1795,167+12+0%$2.6M$2.6M-$6.4K2026-10-08
Syverson Strege & Co
DECREASED5,1425,201-59-1%$2.6M$2.6M-$42.1K2026-11-02
Keystone Wealth Services, LLC
INCREASED5,1395,047+92+2%$2.5M$2.6M+$56.1K2026-11-03
SC&H Financial Advisors, Inc.
UNCHANGED5,1255,12500%$2.6M$2.6M-$12.5K2026-10-14
Approach Retirement Advisors, LLC
DECREASED5,1225,140-180%$2.6M$2.6M-$21.5K2026-10-22
Aurora Private Wealth, Inc.
DECREASED5,1195,179-60-1%$2.6M$2.5K-$2.6M2026-10-20
Gallagher Capital Advisors, LLC
INCREASED5,1145,113+1+0%$423.6K$2.3M+$1.8M2026-10-09
Key FInancial Inc
DECREASED5,1045,121-170%$2.6M$2.5M-$21.0K2026-11-02
Godsey & Gibb, Inc
DECREASED5,1005,114-140%$2.6M$2.5M-$19.5K2026-10-14
Econ Financial Services Corp
NEW5,094—+5,094——$2.5M—2026-10-19
Lakeshore Capital Group, Inc.
INCREASED5,0834,646+437+9%$2.3M$2.5M+$206.3K2026-10-20
Hunter Associates Investment Management LLC
INCREASED5,0834,928+155+3%$2.5M$2.5K-$2.5M2026-10-26
Wealth Quarterback LLC
INCREASED5,0624,898+164+3%$2.5M$2.5M+$69.6K2026-10-20
Fiduciary Family Office, LLC
INCREASED5,0334,713+320+7%$2.4M$2.5M+$147.8K2026-11-04
ROI Financial Advisors, LLC
DECREASED5,0285,243-215-4%$2.6M$2.5M-$119.9K2026-10-19
Simplex Trading, LLC
NEW5,025—+5,025——$2.5M—2026-11-04
Post Resch Tallon Group Inc.
INCREASED5,0185,008+10+0%$2.5M$2.5M-$7.2K2026-10-09
Whelan Financial
INCREASED5,0124,472+540+12%$2.2M$2.5M+$258.0K2026-10-28
Adelphi Trust Co
INCREASED5,0064,025+981+24%$2.0M$2.5M+$478.7K2026-10-05
Bretton Capital Management, LLC
UNCHANGED5,0005,00000%$2.5M$2.5M-$12.2K2026-10-22
May Hill Capital, LLC
INCREASED4,9954,611+384+8%$2.3M$2.5M+$180.0K2026-11-03
Hurlow Wealth Management Group, Inc.
UNCHANGED4,9844,98400%$2.5M$2.5M-$12.2K2026-10-29
Hamilton Capital, LLC
INCREASED4,9814,752+229+5%$2.4M$2.5M+$102.4K2026-10-08
Sigma Investment Counselors Inc
INCREASED4,9724,381+591+13%$2.2M$2.5M+$283.6K2026-10-27
Seelaus Asset Management LLC
DECREASED4,9725,072-100-2%$2.5M$2.5M-$62.2K2026-10-14
Granite Islands Private Wealth, LLC
INCREASED4,9694,434+535+12%$2.2M$2.5M+$256.0K2026-10-16
Steinberg Asset Management LLC
DECREASED4,9675,002-35-1%$2.5M$2.5M-$29.6K2026-10-29
Rezny Wealth Management, Inc.
INCREASED4,9614,835+126+3%$2.4M$2.5M+$51.1K2026-10-15
Convergence Financial, LLC
DECREASED4,9549,294-4,340-47%$4.7M$2.5M-$2.2M2026-10-27
Revisor Wealth Management LLC
DECREASED4,9385,212-274-5%$2.6M$2.6M-$45.9K2026-10-20
Human Investing LLC
INCREASED4,9361,895+3,041+160%$948.2K$2.5M+$1.5M2026-10-19
Benin Management Corp
DECREASED4,9324,957-250%$2.5M$2.5M-$24.5K2026-10-22
J. Derek Lewis & Associates Inc.
DECREASED4,9145,061-147-3%$2.5M$2.4M-$85.4K2026-11-03
Fishman JAY A LTD
DECREASED4,9104,915-50%$2.5M$2.4M-$14.5K2026-10-26
First Bank & Trust
DECREASED4,9095,057-148-3%$2.5M$2.4M-$86.0K2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
DECREASED4,8975,292-395-7%$2.6M$2.3M-$309.0K2026-10-08
Gibbs Wealth Management
INCREASED4,8953,391+1,504+44%$1.7M$2.4M+$740.6K2026-10-22
Guardian Partners Inc.
UNCHANGED4,8934,89300%$2.4M$2.4M-$11.9K2026-10-21
Greatmark Investment Partners, Inc.
INCREASED4,8904,159+731+18%$2.1M$2.4M+$353.9K2026-10-28
World Equity Group, Inc.
DECREASED4,8766,738-1,862-28%$3.4M$2.4M-$935.2K2026-10-14
Heritage Investment Group, Inc.
INCREASED4,8614,810+51+1%$2.4M$2.4M+$13.7K2026-11-03
Independence Asset Advisors, LLC
INCREASED4,8584,015+843+21%$2.0M$2.4M+$410.0K2026-10-23
Corps Capital Advisors, LLC
UNCHANGED4,8454,84500%$2.4M$2.4M-$11.8K2026-11-05
Secure Asset Management, LLC
INCREASED4,8444,774+70+1%$2.4M$2.4M+$23.1K2026-10-19
Arbor Investment Advisors, LLC
INCREASED4,8424,838+4+0%$2.4M$2.4M-$9.8K2026-10-26
Three Bridge Wealth Advisors, LLC
INCREASED4,8344,718+116+2%$2.4M$2.4M+$46.3K2026-11-05
Milestones Administradora de Recursos Ltda.
UNCHANGED4,8334,83300%$2.4M$2.4M-$11.8K2026-10-21
Physician Wealth Advisors, Inc.
INCREASED4,8324,731+101+2%$2.4M$2.4M+$38.7K2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
INCREASED4,8224,748+74+2%$2.4M$2.4M+$25.3K2026-11-02
Cortland Associates Inc
UNCHANGED4,8214,82100%$2.4M$2.4M-$11.0K2026-10-29
Meridian Investment Counsel Inc.
DECREASED4,8017,263-2,462-34%$3.6M$2.4M-$1.2M2026-10-14
Brooklyn FI, LLC
INCREASED4,7992,843+1,956+69%$1.4M$2.8M+$1.4M2026-11-05
Integrity Advisory Solutions, LLC
INCREASED4,7693,445+1,324+38%$1.7M$2.4M+$650.7K2026-10-29
James T. Borello RIA
INCREASED4,7694,731+38+1%$2.4M$2.4M+$7.4K2026-10-16
tru Independence LLC
INCREASED4,7654,736+29+1%$2.4M$2.4M+$2.9K2026-10-20
Onyx Bridge Wealth Group LLC
INCREASED4,7624,460+302+7%$2.2M$2.4M+$139.5K2026-10-16
Cannon Financial Strategists, Inc.
UNCHANGED4,7554,75500%$2.4M$2.4M-$11.6K2026-10-19
Avion Wealth
INCREASED4,7394,728+11+0%$2.4M$2.4K-$2.4M2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED4,7314,941-210-4%$2.5M$2.4M-$116.6K2026-10-15
Alliance Wealth Advisors, LLC
INCREASED4,7304,719+11+0%$2.4M$2.4M-$6.0K2026-10-14
Agate Pass Investment Management, LLC
INCREASED4,7224,646+76+2%$2.3M$2.4M+$26.5K2026-10-20
Townsend Asset Management Corp
DECREASED4,7144,852-138-3%$2.4M$2.3M-$80.6K2026-10-29
National Wealth Management Group, LLC
DECREASED4,7134,806-93-2%$2.4M$2.3M-$58.0K2026-10-26
Enterprise Financial Services Corp
INCREASED4,6864,677+9+0%$2.3M$2.3M-$6.9K2026-11-03
Community Bank of Raymore
DECREASED4,6724,692-200%$2.3M$2.3M-$21.4K2026-10-23
Prentice Wealth Management LLC
INCREASED4,6604,587+73+2%$2.3M$2.3M+$25.2K2026-10-20
Keeler Thomas Management LLC
DECREASED4,6564,724-68-1%$2.4M$2.3M-$45.4K2026-10-29
Encompass Wealth Advisors, LLC
INCREASED4,6542,302+2,352+102%$1.2M$2.3M+$1.2M2026-10-15
Weaver Consulting Group
DECREASED4,6524,983-331-7%$2.5M$2.3M-$177.3K2026-10-07
Argentarii, LLC
DECREASED4,6484,665-170%$2.4M$2.3M-$94.4K2026-10-28
Guerra PAN Advisors, LLC
DECREASED4,6474,656-90%$2.3M$2.5M+$143.5K2026-10-26
Kingstone Capital Partners Texas, LLC
DECREASED4,6364,729-93-2%$2.4M$2.3M-$57.8K2026-11-03
Zullo Investment Group, Inc.
INCREASED4,6364,633+3+0%$2.3M$2.3M-$9.8K2026-10-20
Tranquility Partners, LLC
DECREASED4,6354,842-207-4%$2.4M$2.3M-$114.9K2026-10-20
Eagle Bay Advisors LLC
INCREASED4,6354,520+115+3%$2.3M$2.3M+$46.2K2026-10-16
Avalon Capital Management
UNCHANGED4,6324,63200%$2.3M$2.3M-$11.3K2026-11-04
Acorn Wealth Advisors, LLC
INCREASED4,6214,615+6+0%$2.3M$2.3M-$8.3K2026-10-19
Register Financial Advisors LLC
INCREASED4,6174,519+98+2%$2.3M$2.3M+$37.8K2026-10-23
Absolute Capital Management, LLC
DECREASED4,6154,618-30%$2.3M$2.3M-$12.8K2026-10-16
SYM Financial Corp
INCREASED4,6104,176+434+10%$2.1M$2.3M+$205.8K2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED4,5824,556+26+1%$2.3M$2.3M+$1.8K2026-10-15
Vaughan David Investments LLC
INCREASED4,5804,490+90+2%$2.2M$2.3K-$2.2M2026-11-05
Abacus Wealth Partners, LLC
DECREASED4,5725,347-775-14%$2.7M$2.3M-$399.0K2026-11-03
Vista Investment Partners II, LLC
DECREASED4,5564,710-154-3%$2.4M$2.3M-$88.2K2026-10-15
LVM Capital Management LTD
INCREASED4,5544,535+19+0%$2.3K$2.3M+$2.3M2026-10-20
Net Worth Advisory Group
INCREASED4,5524,230+322+8%$2.1M$2.3M+$161.4K2026-10-20
Fingerlakes Wealth Management, Inc.
DECREASED4,5514,570-190%$2.3M$2.3M-$20.6K2026-11-04
Kennebec Savings Bank
INCREASED4,5463,479+1,067+31%$1.7M$2.3M+$522.8K2026-10-22
Pennsylvania Capital Management Inc
INCREASED4,5464,175+371+9%$2.1M$2.3M+$174.6K2026-11-05
Three Seasons Wealth, LLC
DECREASED4,5464,583-37-1%$2.3M$2.3M-$29.6K2026-11-03
North Capital, Inc.
DECREASED4,5424,648-106-2%$2.3M$2.4M+$38.7K2026-10-16
Mitchell Sinkler & Starr
INCREASED4,5264,459+67+2%$2.2M$2.3M+$22.5K2026-10-13
Droms Strauss Advisors Inc
DECREASED4,5194,521-20%$2.3M$2.3M-$12.0K2026-11-03
Trail Ridge Investment Advisors, LLC
DECREASED4,5074,513-60%$2.3M$2.2M-$14.0K2026-10-16
Burke & Herbert Bank & Trust Co
DECREASED4,5024,564-62-1%$2.3M$2.2M-$42.0K2026-11-02
MPS Loria Financial Planners, LLC
INCREASED4,5004,499+1+0%$2.3M$2.2M-$10.5K2026-10-14
GLR Partners, LLC
DECREASED4,4894,741-252-5%$2.4M$2.2M-$137.1K2026-11-04
TriaGen Wealth Management LLC
INCREASED4,4873,784+703+19%$1.9M$2.2M+$340.9K2026-10-14
Financial Partners Group, Inc
INCREASED4,4794,310+169+4%$2.2M$2.2M+$73.6K2026-10-19
First Community Trust NA
INCREASED4,4693,661+808+22%$1.8M$2.2M+$393.4K2026-10-07
Cerro Pacific Wealth Advisors LLC
UNCHANGED4,4654,46500%$2.2M$2.2M-$11.0K2026-10-22
Trust Co of Toledo NA
INCREASED4,4584,439+19+0%$2.2M$2.2M-$1.4K2026-10-16
SFE Investment Counsel
DECREASED4,4584,463-50%$2.2M$2.2M-$13.4K2026-10-29
Tealwood Asset Management Inc
DECREASED4,4564,520-64-1%$2.3K$2.2K-$432026-10-13
Yelin Lapidot Holdings Management Ltd.
UNCHANGED4,4504,45000%$2.2M$2.2M-$10.9K2026-10-26
Powell Investment Advisors, LLC
UNCHANGED4,4484,44800%$2.2M$2.2M-$10.9K2026-10-22
MW Advisory, LLC
INCREASED4,4424,220+222+5%$2.1M$2.2M+$100.2K2026-10-19
M&G Plc
DECREASED4,4235,866-1,443-25%$2.9M$2.2M-$730.3K2026-11-04
Lantern Wealth Advisors, LLC
DECREASED4,4204,514-94-2%$2.3M$2.2M-$57.8K2026-10-22
Sippican Capital Advisors
UNCHANGED4,4104,41000%$2.2M$2.2M-$10.8K2026-10-23
Variant Private Wealth, LLC
INCREASED4,4084,208+200+5%$2.1M$2.2M+$89.3K2026-10-21
MBM Wealth Consultants, LLC
INCREASED4,4084,242+166+4%$2.1M$2.2M+$72.3K2026-10-20
Income Insurance Ltd
INCREASED4,4044,324+80+2%$2.2M$2.2M+$29.3K2026-10-21
Hudson Canyon Capital Management
DECREASED4,3954,669-274-6%$2.3M$2.2M-$147.8K2026-11-04
Spirit of America Management Corp
UNCHANGED4,3954,39500%$2.2M$2.2M-$10.7K2026-10-14
Blue Line Capital, LLC / IL
INCREASED4,3814,239+142+3%$2.1M$2.2M+$60.4K2026-11-04
Terra Nova Asset Management LLC
INCREASED4,3673,967+400+10%$2.0M$2.2M+$189.5K2026-10-13
Whalen Wealth Management Inc.
INCREASED4,3664,208+158+4%$2.1M$2.2M+$68.4K2026-10-08
Quantum Financial Partners LLC
DECREASED4,3654,379-140%$2.2M$2.2M-$17.7K2026-10-19
Bensler, LLC
INCREASED4,3604,186+174+4%$2.1M$2.2M+$76.4K2026-11-05
Elevation Wealth Partners, LLC
DECREASED4,3524,499-147-3%$2.3M$2.2M-$84.2K2026-10-07
Advisory Resource Group
INCREASED4,3504,259+91+2%$2.1M$2.2M+$34.9K2026-10-26
Interchange Capital Partners, LLC
DECREASED4,3455,084-739-15%$2.5M$2.2M-$380.4K2026-10-28
IFG Advisors, LLC
DECREASED4,3454,417-72-2%$2.2M$2.2M-$46.5K2026-10-15
Teamwork Financial Advisors, LLC
DECREASED4,3445,370-1,026-19%$2.7M$2.2M-$524.0K2026-10-19
Reicon Wealth Advisors, LLC
UNCHANGED4,3444,34400%$2.2M$2.2M-$10.6K2026-11-04
Levin Capital Strategies, L.P.
DECREASED4,33917,301-12,962-75%$8.7M$2.2M-$6.5M2026-11-02
Petersen Hastings Wealth Advisors Inc.
INCREASED4,3384,191+147+4%$2.1M$2.2M+$63.0K2026-10-27
Summit Financial Wealth Advisors, LLC
DECREASED4,3254,389-64-1%$2.2M$2.2M-$42.6K2026-10-15
Archer Investment Corp
UNCHANGED4,3154,31500%$2.2M$2.1M-$10.5K2026-11-05
Deseret Mutual Benefit Administrators
DECREASED4,3044,468-164-4%$2.2M$2.1M-$92.6K2026-11-04
WealthSpring Partners, LLC
DECREASED4,3036,028-1,725-29%$3.0M$2.1M-$873.7K2026-10-14
Delphi Management Inc
DECREASED4,2934,381-88-2%$2.2M$2.1K-$2.2M2026-11-05
Nordwand Advisors, LLC
DECREASED4,2854,322-37-1%$2.2M$2.1M-$29.0K2026-11-05
Financial Synergies Wealth Advisors, Inc.
INCREASED4,2664,205+61+1%$2.1M$2.1M+$20.1K2026-10-16
KPP Advisory Services LLC
DECREASED4,2655,993-1,728-29%$3.0M$2.1M-$875.1K2026-10-26
Davidson Kahn Capital Management, LLC
DECREASED4,2404,536-296-7%$2.3M$2.1M-$158.5K2026-10-26
Platt Wealth Management LLC
DECREASED4,2384,790-552-12%$2.4M$2.1K-$2.4M2026-11-04
Canopy Partners, LLC
INCREASED4,2274,053+174+4%$2.0M$2.1M+$76.8K2026-10-28
McNaughton Wealth Management, LLC
INCREASED4,2194,112+107+3%$2.1M$2.1M+$43.2K2026-10-09
GAM Holding AG
DECREASED4,2185,059-841-17%$2.5M$2.1M-$431.1K2026-11-03
Peachtree Investment Partners, LLC
DECREASED4,2124,269-57-1%$2.1M$2.1M-$38.8K2026-11-05
bLong Financial, LLC
INCREASED4,2074,107+100+2%$2.1M$2.1M+$39.8K2026-10-29
Iams Wealth Management, LLC
DECREASED4,2017,771-3,570-46%$3.9M$2.1M-$1.8M2026-10-15
Charles Schwab Trust Co
INCREASED4,1913,616+575+16%$1.8M$2.1M+$277.5K2026-10-15
Capitol Family Office, Inc.
INCREASED4,1733,984+189+5%$2.0M$2.1M+$84.6K2026-10-13
Mattern Capital Management, LLC
INCREASED4,1613,325+836+25%$1.7M$2.1M+$408.2K2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED4,1554,071+84+2%$2.0M$2.1M+$31.9K2026-10-19
Hengehold Capital Management LLC
DECREASED4,1504,453-303-7%$2.2M$2.1M-$161.7K2026-10-16
Liberty Capital Management, Inc.
DECREASED4,1494,153-40%$2.1M$2.1M-$12.1K2026-11-02
Comprehensive Financial Planning, Inc.
UNCHANGED4,1494,14900%$2.1M$2.1M-$10.1K2026-10-27
Key Client Fiduciary Advisors, LLC
INCREASED4,1484,139+9+0%$2.1M$2.1M-$5.6K2026-10-19
Orca Wealth Management, LLC
DECREASED4,1424,156-140%$2.1M$2.1M-$17.1K2026-10-14
Prosperity Planning, Inc.
INCREASED4,1364,067+69+2%$2.0M$2.1M+$24.4K2026-10-09
Sava Infond d.o.o.
DECREASED4,1256,850-2,725-40%$3.4M$2.1M-$1.4M2026-10-28
Whitaker-Myers Wealth Managers, Ltd.
DECREASED4,1194,938-819-17%$2.5M$2.1M-$419.8K2026-10-09
Trek Financial, LLC
INCREASED4,1103,932+178+5%$2.0M$2.0M+$79.0K2026-10-29
Rubicon Advisors, GP
INCREASED4,1034,069+34+1%$2.0M$2.0M+$7.0K2026-10-23
Kercheville Advisors, LLC
DECREASED4,1024,156-54-1%$2.1M$2.0M-$37.0K2026-10-19
Elevatus Welath Management
INCREASED4,0823,485+597+17%$1.7M$2.0M+$288.9K2026-10-19
Vicus Capital
DECREASED4,0774,343-266-6%$2.2M$2.0M-$142.8K2026-11-05
S.E.E.D. Planning Group LLC
INCREASED4,0693,844+225+6%$1.9M$2.0M+$102.7K2026-10-07
Box Hill Private Wealth LLC
DECREASED4,0574,507-450-10%$2.3M$2.0M-$235.1K2026-10-05
Coquina Private Wealth LLC
DECREASED4,0544,129-75-2%$2.1M$2.0M-$47.4K2026-10-27
Lynx Investment Advisory
DECREASED4,0525,582-1,530-27%$2.8M$2.0M-$775.5K2026-10-27
Park Capital Management, LLC / WI
DECREASED4,0414,135-94-2%$2.1M$2.0M-$56.9K2026-10-13
Stillwater Wealth Management Group
INCREASED4,0383,802+236+6%$1.9M$2.0M+$108.2K2026-10-21
Elevation Wealth Management LLC
INCREASED4,0163,879+137+4%$1.9M$2.0M+$58.6K2026-11-02
Emprise Bank
DECREASED4,0164,058-42-1%$2.0M$2.0M-$30.8K2026-10-07
Tsfg, LLC
DECREASED4,0134,658-645-14%$2.3M$2.0K-$2.3M2026-10-23
Westside Investment Management, Inc.
DECREASED4,0114,031-200%$2.0M$2.0M-$8.2K2026-11-02
Schwartz Investment Counsel Inc
UNCHANGED4,0104,01000%$2.0M$2.0M-$9.8K2026-10-26
Brucke Financial, Inc.
INCREASED4,0093,888+121+3%$1.9M$2.0M+$50.8K2026-10-23
Ashurst Perkins Coie Trust Co
DECREASED3,9914,026-35-1%$2.0M$2.0M-$27.3K2026-10-15
Eclectic Associates Inc
INCREASED3,9903,942+48+1%$2.0M$2.0M+$14.3K2026-10-09
Laurel Wealth Planning LLC
UNCHANGED3,9873,98700%$2.0M$2.0M-$9.7K2026-11-02
Tandem Capital Management Corp
DECREASED3,9824,040-58-1%$2.0M$2.0M-$38.7K2026-10-22
State of Wyoming
INCREASED3,9703,067+903+29%$1.5M$2.0M+$442.2K2026-10-28
Financial Enhancement Group LLC
DECREASED3,9664,520-554-12%$2.3M$2.0M-$253.9K2026-10-08
Sage Investment Counsel LLC
DECREASED3,9604,290-330-8%$2.1M$2.0M-$174.8K2026-10-26
Willner & Heller, LLC
DECREASED3,9494,328-379-9%$2.2M$2.0M-$199.3K2026-10-28
Perryman Financial Advisory Inc
DECREASED3,9484,051-103-3%$2.0M$2.0M-$61.2K2026-10-16
Manchester Financial Inc
DECREASED3,9394,029-90-2%$2.0M$2.0M-$54.9K2026-10-15
Bluesphere Advisors LLC
DECREASED3,9364,461-525-12%$2.2M$2.0M-$272.3K2026-10-19
Altus Wealth Group LLC
INCREASED3,9353,848+87+2%$1.9M$2.0M+$33.9K2026-10-20
Riversedge Advisors, LLC
INCREASED3,9333,469+464+13%$1.7M$2.0M+$222.6K2026-10-09
Sage Capital Management, LLC
UNCHANGED3,9213,92100%$2.0M$2.0M-$9.6K2026-10-20
Catalyst Capital Advisors LLC
INCREASED3,9151,613+2,302+143%$807.1K$1.9M+$1.1M2026-11-02
Hickory Point Bank & Trust
DECREASED3,9153,936-21-1%$2.0M$1.9M-$20.1K2026-10-01
Colton Groome Financial Advisors, LLC
INCREASED3,9073,905+2+0%$2.0M$1.9M-$8.3K2026-10-06
Bangor Savings Bank
DECREASED3,8964,106-210-5%$2.1M$1.9M-$114.6K2026-10-06
GW Henssler & Associates LTD
INCREASED3,8943,564+330+9%$1.8M$1.9M+$155.6K2026-10-26
Ring Mountain Capital, LLC
INCREASED3,8863,806+80+2%$1.9M$1.9M+$30.6K2026-10-13
Tcfg Investment Advisors, LLC
DECREASED3,8843,950-66-2%$2.0M$1.9M-$42.4K2026-10-20
LongView Wealth Management
UNCHANGED3,8833,88300%$1.9M$1.9M-$9.5K2026-10-19
Cache Advisors, LLC
INCREASED3,8822,606+1,276+49%$1.3M$1.9M+$629.0K2026-10-16
Cambridge Financial Group, LLC
UNCHANGED3,8793,87900%$1.9M$1.9M$02026-10-06
Aspen Wealth Management LLC
INCREASED3,8573,278+579+18%$1.6M$1.9M+$280.3K2026-10-14
McBroom & Associates, LLC
UNCHANGED3,8223,82200%$1.9M$1.9M-$9.3K2026-10-29
D.B. Root & Company, LLC
DECREASED3,8193,904-85-2%$2.0M$1.9M-$52.1K2026-11-04
Wedgewood Investors Inc
UNCHANGED3,8163,81600%$1.9M$1.9M-$9.3K2026-10-28
William John Sempolinski
INCREASED3,8103,510+300+9%$1.8M$1.9M+$140.8K2026-10-20
Silverlake Wealth Management LLC
DECREASED3,8033,971-168-4%$2.0M$1.9M-$93.3K2026-10-21
Zega Investments, LLC
DECREASED3,8004,049-249-6%$2.0M$1.9M-$133.9K2026-11-04
Symmetry Partners, LLC
INCREASED3,7833,758+25+1%$1.9M$1.9M+$3.3K2026-10-27
Scissortail Wealth Management, LLC
INCREASED3,7763,517+259+7%$1.8M$1.9M+$120.4K2026-11-03
Armbruster Capital Management, Inc.
DECREASED3,7754,854-1,079-22%$2.4M$1.9M-$549.1K2026-10-19
Gold Investment Management Ltd.
DECREASED3,7583,763-50%$1.9M$1.9M-$11.7K2026-10-19
Tableaux LLC
DECREASED3,7513,851-100-3%$1.9M$1.9M-$59.2K2026-10-23
Alpha Family Trust
UNCHANGED3,7503,75000%$1.9M$1.9M$02026-11-04
Achmea Investment Management B.V.
NEW3,748—+3,748——$1.9M—2026-10-30
Grant Street Asset Management, Inc.
UNCHANGED3,7433,74300%$1.9M$1.9M-$9.1K2026-10-26
BayBridge Capital Group, LLC
DECREASED3,7343,752-180%$1.9M$1.9M-$18.2K2026-10-13
Index Fund Advisors, Inc.
INCREASED3,7303,728+2+0%$1.9M$1.9M-$8.1K2026-11-05
Mattern Wealth Management LLC
DECREASED3,7184,088-370-9%$2.0M$1.9M-$194.2K2026-11-04
Vann Equity Management LLC
DECREASED3,7173,791-74-2%$1.9M$1.9M-$46.1K2026-10-08
DecisionMap Wealth Management, LLC
DECREASED3,7103,754-44-1%$1.9M$1.8M-$30.6K2026-10-29
TSG Advice Partners, LLC
NEW3,707—+3,707——$1.9M—2026-10-29
Bright Financial Advisors, Inc.
DECREASED3,7014,680-979-21%$2.3M$1.8M-$498.9K2026-10-23
Pacific Sage Partners, LLC
INCREASED3,6953,645+50+1%$1.8M$1.8M+$16.0K2026-10-21
StoryOne LLC
INCREASED3,6921,903+1,789+94%$952.2K$1.8M+$886.2K2026-10-13
Arbor Wealth Advisors LLC
UNCHANGED3,6923,69200%$1.8M$1.8M-$9.0K2026-10-09
Fulcrum Equity Management
DECREASED3,6904,038-348-9%$2.0M$1.8M-$183.1K2026-10-21
CKW Financial Group
DECREASED3,6813,754-73-2%$1.9M$1.8K-$1.9M2026-10-29
Quantum Private Wealth, LLC
DECREASED3,6693,919-250-6%$2.0M$1.8M-$134.0K2026-10-20
Piedmont Capital Management, LLC
DECREASED3,6613,689-28-1%$1.8M$1.8M-$22.9K2026-10-21
Allied Investment Advisors, LLC
INCREASED3,6573,636+21+1%$1.8M$1.8M+$1.6K2026-10-13
Base Wealth Management LLC
INCREASED3,6573,641+16+0%$1.8M$1.8M-$9172026-10-21
Cassia Capital Partners, LLC
INCREASED3,6323,595+37+1%$1.8M$1.8M+$9.6K2026-11-04
Camden National Bank
DECREASED3,6273,743-116-3%$1.9M$1.8M-$66.9K2026-11-02
Colorado Capital Management, Inc.
DECREASED3,6273,639-120%$1.8K$1.8K-$152026-10-15
Hoey Investments, Inc
UNCHANGED3,6233,62300%$1.8M$1.8M-$8.8K2026-10-29
CDM Financial Counseling Services, Inc.
INCREASED3,6163,605+11+0%$1.8M$1.8M-$3.3K2026-10-15
MV Capital Management, Inc.
DECREASED3,6133,631-180%$1.8M$1.8M-$17.8K2026-10-29
Burton Enright Welch
INCREASED3,5903,235+355+11%$1.6M$1.8M+$168.9K2026-11-04
Measured Risk Portfolios, Inc.
DECREASED3,5903,630-40-1%$1.8M$1.8M-$28.8K2026-10-21
Verity & Verity, LLC
DECREASED3,5893,987-398-10%$2.0M$1.8M-$207.9K2026-10-23
Trilogy Capital Inc.
DECREASED3,58765,976-62,389-95%$33.0M$1.8M-$31.2M2026-10-20
United Advisor Group, LLC
INCREASED3,5813,442+139+4%$1.7M$1.8M+$60.8K2026-11-03
Midway Capital Research & Management
INCREASED3,5742,574+1,000+39%$1.3M$1.8M+$491.7K2026-10-20
Hourglass Capital, LLC
DECREASED3,5604,620-1,060-23%$2.3M$1.8M-$539.1K2026-10-26
Matisse Capital
INCREASED3,5593,558+1+0%$1.8M$1.8M-$8.2K2026-10-29
One Day In July LLC
DECREASED3,5474,346-799-18%$2.2M$1.8M-$408.5K2026-10-30
Cairn Investment Group, Inc.
DECREASED3,5473,637-90-2%$1.8M$1.8K-$1.8M2026-11-04
Patrick M Sweeney & Associates, Inc
INCREASED3,5443,535+9+0%$1.8M$1.8M-$4.1K2026-10-22
S.A. Mason LLC
DECREASED3,5433,618-75-2%$1.8M$1.8M-$46.2K2026-10-13
Mindset Wealth Management, LLC
INCREASED3,5393,517+22+1%$1.8M$1.8M+$2.4K2026-10-19
Mirabaud & Cie SA
DECREASED3,5273,560-33-1%$1.8M$1.8M-$25.1K2026-10-27
Clayton Financial Group LLC
DECREASED3,5243,574-50-1%$1.8M$1.8M-$33.6K2026-10-13
Columbia Bank
INCREASED3,5223,401+121+4%$1.7M$1.8M+$52.0K2026-10-29
Signature Wealth Management Partners, LLC
INCREASED3,5223,511+11+0%$1.8M$1.8M-$3.3K2026-10-21
CPC Advisors, LLC
INCREASED3,5173,414+103+3%$1.7M$1.8M+$43.0K2026-10-21
Castle Rock Wealth Management, LLC
DECREASED3,5133,524-110%$1.8M$1.8M+$14.9K2026-10-09
South Shore Capital Advisors
DECREASED3,5123,522-100%$1.8M$1.7M-$13.6K2026-10-20
Gill Capital Partners, LLC
INCREASED3,5113,451+60+2%$1.7M$1.7M+$21.5K2026-10-13
Horst & Graben Wealth Management LLC
DECREASED3,4933,508-150%$1.8M$1.7M-$13.7K2026-11-02
Investment Planning Advisors, Inc.
INCREASED3,4872,874+613+21%$1.4M$1.7M+$298.0K2026-10-14
Palisade Asset Management, LLC
DECREASED3,4853,996-511-13%$2.0M$1.7M-$264.2K2026-11-03
Verum Partners LLC
DECREASED3,4833,850-367-10%$1.9M$1.7M-$192.1K2026-10-21
Two West Capital Advisors LLC
DECREASED3,4773,628-151-4%$1.8M$1.7M-$35.3K2026-10-15
Landmark Wealth Management, Inc.
DECREASED3,4743,476-20%$1.7M$1.7M-$9.5K2026-11-04
Pathway Financial Advisers, LLC
DECREASED3,4723,496-24-1%$1.7M$1.7M-$20.0K2026-10-27
Valley Brook Capital Group, Inc.
INCREASED3,4683,443+25+1%$1.7M$1.7M+$4.0K2026-10-26
First Financial Bank - Trust Division
DECREASED3,4643,828-364-10%$1.9M$1.7M-$190.6K2026-10-01
Mine & Arao Wealth Creation & Management, Llc.
DECREASED3,4633,473-100%$1.7M$1.7M-$13.5K2026-10-29
Oak Barrel Wealth Advisory LLC
UNCHANGED3,4583,45800%$1.7M$1.7M-$8.4K2026-11-05
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED3,4534,673-1,220-26%$2.3M$1.7M-$618.9K2026-10-14
Antonelli Financial Advisors, LLC
UNCHANGED3,4413,44100%$1.7M$1.7M-$9.0K2026-10-13
Dodds Wealth, LLC
UNCHANGED3,4313,43100%$1.7M$1.7M-$8.4K2026-11-02
Fermata Advisors, LLC
INCREASED3,4253,382+43+1%$1.7M$1.7M+$13.2K2026-10-13
Gilman Hill Asset Management, LLC
INCREASED3,4182,033+1,385+68%$1.0M$1.7M+$684.7K2026-10-13
Shrier Wealth Management, LLC
INCREASED3,4133,403+10+0%$1.7M$1.7M-$3.3K2026-10-20
Abundance Wealth Counselors
DECREASED3,4123,478-66-2%$1.7M$1.7M-$41.3K2026-10-26
Fairway Wealth LLC
INCREASED3,4083,240+168+5%$1.6M$1.7M+$75.8K2026-10-30
Wealth Advisory Solutions, LLC
INCREASED3,4073,375+32+1%$1.7M$1.7M+$10.2K2026-10-20
Channing Global Advisors, LLC
INCREASED3,4023,245+157+5%$1.6M$1.7M+$70.3K2026-11-03
Private Wealth Management Group, LLC
INCREASED3,3922,806+586+21%$1.4M$1.7M+$285.0K2026-10-19
Advisors Management Group Inc
INCREASED3,3923,387+5+0%$1.7M$1.7K-$1.7M2026-11-05
Bernardo Wealth Planning LLC
INCREASED3,3881,737+1,651+95%$869.2K$1.7M+$817.9K2026-10-23
Piscataqua Savings Bank
DECREASED3,3884,682-1,294-28%$2.3M$1.7M-$655.8K2026-10-21
Heritage Family Offices, LLP
INCREASED3,3883,213+175+5%$1.6M$1.7M+$79.3K2026-11-02
First County Bank
INCREASED3,3872,950+437+15%$1.5M$1.7M+$210.4K2026-10-13
Flynn Zito Capital Management, LLC
INCREASED3,3863,207+179+6%$1.6M$1.7M+$81.3K2026-11-04
RED Lighthouse Investment Management, LLC
INCREASED3,3843,382+2+0%$1.7M$1.7M-$7.3K2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED3,3823,351+31+1%$1.7M$1.7M+$7.3K2026-10-16
Jacobsen Capital Management
INCREASED3,3803,363+17+1%$1.7M$1.7M+$2592026-10-27
Clay Northam Wealth Management, LLC
INCREASED3,3691,914+1,455+76%$957.7K$1.7M+$719.8K2026-10-13
Summit Investment Advisors, Inc.\KS
DECREASED3,3693,399-30-1%$1.7M$1.7M-$23.2K2026-11-05
XY Planning Network, Inc.
INCREASED3,3623,030+332+11%$1.5M$1.7M+$157.9K2026-10-14
First Business Financial Services, Inc.
INCREASED3,3592,838+521+18%$1.4M$1.7M+$252.5K2026-10-29
Entrust Financial LLC
DECREASED3,3583,366-80%$1.7M$1.7M-$12.2K2026-11-04
Birchbrook, Inc.
DECREASED3,3503,369-19-1%$1.7M$1.7M-$17.7K2026-10-14
Shepherd Financial Partners LLC
INCREASED3,3463,324+22+1%$1.7M$1.7M+$2.8K2026-11-03
Valtinson Bruner Financial Planning LLC
INCREASED3,3403,312+28+1%$1.7M$1.7M+$5.9K2026-11-02
Trueblood Wealth Management, LLC
DECREASED3,3373,434-97-3%$1.7M$1.7M-$56.7K2026-10-23
St. Johns Investment Management Company, LLC
DECREASED3,3373,389-52-2%$1.7M$1.7M-$34.2K2026-10-30
Ceera Investments, LLC
INCREASED3,3353,285+50+2%$1.6M$1.7M+$16.9K2026-11-02
Grey Fox Wealth Advisors, LLC
DECREASED3,3323,404-72-2%$1.7M$1.7M-$44.2K2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED3,3303,040+290+10%$1.5M$1.7M+$137.0K2026-11-02
Cypress Financial Planning LLC
DECREASED3,3273,696-369-10%$1.8M$1.7M-$192.6K2026-10-09
Plante Moran Financial Advisors, LLC
DECREASED3,3267,258-3,932-54%$3.6M$1.7M-$2.0M2026-11-04
Marquette Asset Management, LLC
INCREASED3,3222,862+460+16%$1.4M$1.7M+$222.1K2026-10-09
Milestone Asset Management Group, LLC
INCREASED3,3093,304+5+0%$1.7M$1.6M-$5.4K2026-10-20
Phillip James Consulting Co.
UNCHANGED3,3063,30600%$1.7M$1.6M-$8.1K2026-11-03
Wolff Financial Management LLC
UNCHANGED3,3043,30400%$1.7M$1.6M-$8.1K2026-10-23
Hall Laurie J Trustee
UNCHANGED3,2953,29500%$1.6M$1.6M-$8.0K2026-10-06
Prevail Innovative Wealth Advisors, LLC
INCREASED3,2922,140+1,152+54%$1.1M$1.7M+$595.7K2026-10-20
Narus Financial Partners, LLC
DECREASED3,2843,348-64-2%$1.7M$1.6M-$40.0K2026-10-19
Power Wealth Management LLC
INCREASED3,2783,101+177+6%$1.6M$1.6M+$80.6K2026-10-27
TMB Capital Partners, LLC
INCREASED3,2753,216+59+2%$1.6M$1.6M+$21.5K2026-10-20
Northland Securities, Inc.
INCREASED3,2743,006+268+9%$1.5M$1.6M+$126.1K2026-11-02
Cravens & Co Advisors, LLC
INCREASED3,2643,034+230+8%$1.5M$1.6M+$107.1K2026-10-16
Cedar Point Capital Partners, LLC
INCREASED3,2603,208+52+2%$1.6M$1.6M+$18.1K2026-10-29
Equity Wealth Partners, LLC
DECREASED3,2433,384-141-4%$1.7M$1.6M-$78.5K2026-10-26
Penbrook Management LLC
DECREASED3,2403,290-50-2%$1.6M$1.6M-$32.9K2026-10-16
Aries Wealth Management
INCREASED3,2383,182+56+2%$1.6M$1.6M+$20.1K2026-10-23
Legacy Wealth Partners, LLC
INCREASED3,2332,874+359+12%$1.4M$1.6M+$171.7K2026-10-15
KFG Wealth Management, LLC
INCREASED3,2303,208+22+1%$1.6M$1.6M+$3.1K2026-10-16
Aafmaa Wealth Management & Trust LLC
DECREASED3,2293,466-237-7%$1.7M$1.6M-$126.5K2026-10-14
Helium Advisors LLC
DECREASED3,2263,695-469-13%$1.8M$1.6M-$242.6K2026-10-23
Corundum Group, Inc.
INCREASED3,2252,589+636+25%$1.3M$1.6M+$310.4K2026-10-28
SL Advisors, LLC
DECREASED3,2223,298-76-2%$1.7M$1.6M-$45.9K2026-10-13
Arista Wealth Management, LLC
INCREASED3,2212,843+378+13%$1.4M$1.6M+$181.3K2026-10-29
Byrne Asset Management LLC
INCREASED3,2213,205+16+1%$1.6M$1.6M+$8.4K2026-10-06
Virtue Asset Management LLC
INCREASED3,2193,207+12+0%$1.6M$1.6M-$1.8K2026-10-21
Beacon Financial Advisory LLC
INCREASED3,2183,006+212+7%$1.5M$1.6M+$98.2K2026-10-16
Arsenal Capital Advisors LLC
INCREASED3,2133,137+76+2%$1.6M$1.6M+$30.2K2026-11-02
InTrack Investment Management Inc
INCREASED3,2102,852+358+13%$1.4M$1.6M+$171.2K2026-10-15
Factor Wealth Management LTD
DECREASED3,2053,389-184-5%$1.7M$1.6M-$99.9K2026-10-08
Ullmann Wealth Partners Group, LLC
INCREASED3,2003,098+102+3%$1.6M$1.6M+$42.9K2026-11-02
RW Investment Management LLC
INCREASED3,1943,114+80+3%$1.6M$1.6M+$32.2K2026-11-03
Smith Thornton Advisors LLC
INCREASED3,1913,168+23+1%$1.6M$1.6M+$14.9K2026-10-16
Retirement Investment Advisors, Inc.
UNCHANGED3,1833,18300%$1.6M$1.6M+$3.5K2026-10-22
Cooper Capital Advisors LLC
DECREASED3,1733,230-57-2%$1.6M$1.6M-$36.3K2026-10-29
Corrado Advisors, LLC
DECREASED3,1674,164-997-24%$2.1M$1.6M-$506.6K2026-10-27
Sjbenen Advisory, LLC
INCREASED3,1593,137+22+1%$1.6M$1.6M+$10.5K2026-10-19
Alchemi Wealth, LLC
DECREASED3,1493,150-10%$1.6M$1.6M-$8.2K2026-11-04
Bria Capital Group, LLC
DECREASED3,1483,393-245-7%$1.7M$1.6M-$130.3K2026-10-22
Investmark Advisory Group LLC
INCREASED3,1462,546+600+24%$1.3M$1.6M+$292.6K2026-10-27
Warm Springs Advisors Inc.
INCREASED3,1423,119+23+1%$1.6M$1.6M+$3.8K2026-10-28
AXS Investments LLC
INCREASED3,1402,880+260+9%$1.4M$1.6M+$122.4K2026-11-04
ShoreHaven Wealth Partners, LLC
UNCHANGED3,1403,14000%$1.6M$1.6M-$7.6K2026-10-16
JGP Wealth Management, LLC
INCREASED3,1292,912+217+7%$1.5M$1.6M+$101.0K2026-10-13
Greenfield Savings Bank
UNCHANGED3,1293,12900%$1.6M$1.6M-$7.6K2026-10-07
Vima LLC
UNCHANGED3,1263,12600%$1.6M$1.6M-$7.6K2026-10-23
Tandem Investment Partners LLC
INCREASED3,1203,110+10+0%$1.6M$1.6M-$2.6K2026-10-16
White Lighthouse Investment Management Inc.
DECREASED3,1153,387-272-8%$1.7M$1.6M-$143.7K2026-10-21
Ballew Advisors, Inc
DECREASED3,1143,124-100%$1.6M$1.6M-$21.1K2026-10-05
Ironsides Asset Advisors, LLC
DECREASED3,1123,220-108-3%$1.6M$1.5M-$61.6K2026-10-20
Wagner Wealth Management, LLC
DECREASED3,1083,120-120%$1.6M$1.5M-$13.6K2026-10-21
Blue Capital, Inc.
DECREASED3,1043,138-34-1%$1.6M$1.5M-$24.6K2026-10-13
Atwater Malick LLC
DECREASED3,1023,167-65-2%$1.6M$1.5M-$40.1K2026-10-15
Asset Planning,Inc
DECREASED3,1013,126-25-1%$1.6M$1.5M-$20.1K2026-10-26
Family Capital Management, Inc.
UNCHANGED3,1003,10000%$1.6M$1.5M-$7.6K2026-11-03
Oliver Luxxe Assets LLC
DECREASED3,0943,225-131-4%$1.6M$1.5M-$73.1K2026-10-14
Cornerstone Wealth Advisors, Inc.
DECREASED3,0903,202-112-3%$1.6M$1.5M-$63.6K2026-10-16
Cyr Financial Inc.
INCREASED3,0892,872+217+8%$1.4M$1.5M+$101.0K2026-10-16
Putney Financial Group LLC
UNCHANGED3,0883,08800%$1.5M$1.5M-$7.5K2026-10-30
Ejmk Ventures LLC
INCREASED3,0762,263+813+36%$1.1M$1.5M+$399.3K2026-10-21
Strong Retirement Solutions LLC
INCREASED3,0753,051+24+1%$1.5M$1.5M+$4.5K2026-10-07
Amarillo National Bank
UNCHANGED3,0593,05900%$1.5M$1.5M-$7.5K2026-10-23
Great Diamond Partners, LLC
DECREASED3,0533,058-50%$1.5M$1.5M-$10.0K2026-10-13
Decision Investments, Inc
INCREASED3,0492,819+230+8%$1.4M$1.5M+$107.7K2026-10-07
Capital Investment Counsel, Inc
INCREASED3,0453,039+6+0%$1.5M$1.5M-$4.4K2026-10-20
Heck Capital Advisors, LLC
DECREASED3,0333,139-106-3%$1.6M$1.5M-$60.4K2026-10-14
apricus wealth, LLC
INCREASED3,0312,331+700+30%$1.2M$1.5M+$342.9K2026-10-26
Indiana Trust & Investment Management Co
DECREASED3,0273,087-60-2%$1.5M$1.5M-$37.4K2026-10-22
Noesis Capital Mangement Corp
INCREASED3,0242,600+424+16%$1.3M$1.5M+$204.8K2026-10-26
Veratis Advisors, Inc.
DECREASED3,0233,033-100%$1.5M$1.5M-$12.4K2026-11-03
MN Wealth Advisors, LLC
INCREASED3,0212,897+124+4%$1.4M$1.5M+$54.7K2026-10-23
Northern Lights Advisors, Inc.
DECREASED3,0183,245-227-7%$1.6M$1.5M-$121.0K2026-10-21
Financial Perspectives, Inc
UNCHANGED3,0153,01500%$1.5M$1.5M-$7.4K2026-11-03
Milestone Asset Management, LLC
DECREASED3,0073,008-10%$1.5M$1.5M-$7.8K2026-10-15
Advisory Solutions Group, LLC
INCREASED3,0061,250+1,756+140%$625.5K$1.5M+$871.5K2026-10-14
Arkansas Financial Group, Inc.
UNCHANGED3,0013,00100%$1.5M$1.5M-$7.3K2026-10-26
Hennessy Advisors Inc
UNCHANGED3,0003,00000%$1.5M$24.7M+$23.1M2026-10-28
Generali Investments, Management Co LLC
UNCHANGED2,9992,99900%$1.5M$1.5M-$7.3K2026-10-19
Spartan Planning & Wealth Management
INCREASED2,9921,354+1,638+121%$677.5K$1.5M+$812.3K2026-10-13
BCS Wealth Management
INCREASED2,9912,939+52+2%$1.5M$1.5M+$18.7K2026-11-03
McGlone Suttner Wealth Management, Inc.
INCREASED2,9852,819+166+6%$1.4M$1.5M+$75.8K2026-10-13
Bryant Woods Investment Advisors, LLC
INCREASED2,9822,977+5+0%$1.5M$1.5M-$4.8K2026-10-26
Trifecta Capital Advisors, LLC
DECREASED2,9763,088-112-4%$1.5M$1.5M-$63.3K2026-10-21
Keudell ison Wealth Management
INCREASED2,9732,730+243+9%$1.4M$1.5M+$114.3K2026-10-16
MTM Investment Management, LLC
INCREASED2,9722,745+227+8%$1.4M$1.5M+$106.3K2026-10-30
Verity Asset Management, Inc.
INCREASED2,9722,922+50+2%$1.5M$1.5M+$17.8K2026-10-30
River Street Advisors LLC
DECREASED2,9682,993-25-1%$1.5M$1.5M-$19.8K2026-10-22
Affinity Capital Advisors, LLC
DECREASED2,9662,979-130%$1.5M$1.5M+$20.2K2026-10-13
Plus Group Wealth Advisors LLC
NEW2,963—+2,963——$1.5M—2026-10-19
Elevate Capital Advisors, LLC
DECREASED2,9574,824-1,867-39%$2.4M$1.5M-$941.5K2026-11-02
Missouri Trust & Investment Co
DECREASED2,9562,986-30-1%$1.5M$1.5M-$55.5K2026-11-04
Monument Capital Management
DECREASED2,9522,960-80%$1.5M$1.5M-$11.2K2026-10-09
Inspirion Wealth Advisors, LLC
UNCHANGED2,9452,94500%$1.5M$1.5M-$5.3K2026-10-09
Fortitude Family Office, LLC
INCREASED2,9442,591+353+14%$1.3M$1.5M+$169.5K2026-10-14
James Hambro & Partners LLP
DECREASED2,9443,004-60-2%$1.5M$1.5M-$36.3K2026-10-19
Elevated Financial Group LLC
DECREASED2,9423,244-302-9%$1.6M$1.5M-$158.3K2026-10-16
OceanIQ Capital, LLC
INCREASED2,9412,930+11+0%$1.5M$1.5M+$18.1K2026-10-19
Centurion Wealth Management LLC
DECREASED2,9363,130-194-6%$1.6M$1.5M-$104.2K2026-10-13
Oak Harvest Investment Services
INCREASED2,9322,777+155+6%$1.4M$1.5M+$70.4K2026-10-20
Nautilus Advisors LLC
DECREASED2,9303,029-99-3%$1.5M$1.5M-$36.5K2026-10-07
Sageworth Trust Co of South Dakota
UNCHANGED2,9232,92300%$1.5M$1.5M-$7.1K2026-10-30
Amplius Wealth Advisors, LLC
INCREASED2,9222,566+356+14%$1.3M$1.5M+$171.0K2026-10-20
Fairman Group, LLC
UNCHANGED2,9112,91100%$1.5M$1.4M-$7.1K2026-10-26
Strid Group, LLC
UNCHANGED2,9062,90600%$1.5M$1.4M-$7.1K2026-10-28
TT Capital Management LLC
INCREASED2,8982,316+582+25%$1.2M$1.4M+$284.2K2026-10-15
LifeSteps Financial, Inc.
DECREASED2,8963,106-210-7%$1.6M$1.4M-$112.2K2026-10-15
Phillips Financial Management, LLC
DECREASED2,8942,928-34-1%$1.5M$1.4M-$24.1K2026-10-19
Redw Wealth LLC
INCREASED2,8942,873+21+1%$1.4M$1.4M+$3.4K2026-11-02
Northbridge Financial Group, LLC
INCREASED2,8932,756+137+5%$1.4M$1.5M+$83.2K2026-11-05
Guardian Investment Management
UNCHANGED2,8882,88800%$1.4M$1.4M-$7.0K2026-10-23
Country Trust Bank
DECREASED2,8852,949-64-2%$1.5M$1.4M-$39.1K2026-10-30
Stockman Wealth Management, Inc.
DECREASED2,8852,946-61-2%$1.5M$1.4M-$37.6K2026-10-27
EdgeRock Capital LLC
INCREASED2,8832,507+376+15%$1.3M$1.4M+$181.1K2026-11-03
Harel Insurance Investments & Financial Services Ltd.
DECREASED2,8805,355-2,475-46%$2.7M$1.4K-$2.7M2026-11-02
Durante & Waters, LLC
DECREASED2,8803,080-200-6%$1.5M$1.4M-$107.1K2026-10-28
Partnership Wealth Management, LLC
DECREASED2,8753,006-131-4%$1.5M$1.4M-$72.6K2026-10-05
Plan A Wealth LLC
DECREASED2,8743,185-311-10%$1.6M$1.4M-$162.5K2026-10-08
BNB Wealth Management, LLC
DECREASED2,8742,907-33-1%$1.5M$1.4M-$23.5K2026-10-28
Tempus Wealth Planning, LLC
INCREASED2,8682,109+759+36%$1.1M$1.4M+$372.8K2026-10-14
Davis Capital Management
DECREASED2,8652,887-22-1%$1.4M$1.4M-$18.0K2026-10-08
Richard P Slaughter Associates Inc
INCREASED2,8622,767+95+3%$1.4M$1.4M+$40.7K2026-10-13
PW Nova Financial Services LLC
INCREASED2,8602,235+625+28%$1.1M$1.4M+$305.8K2026-10-15
Clear Creek Financial Management, LLC
DECREASED2,8553,476-621-18%$1.7M$1.4M-$317.7K2026-10-28
Gilpin Wealth Management, LLC
DECREASED2,8453,062-217-7%$1.5M$1.4M-$115.5K2026-10-09
Heritage Wealth Management, Inc.
DECREASED2,8442,964-120-4%$1.5M$1.4M-$67.0K2026-10-28
LJI Wealth Management, LLC
INCREASED2,8432,788+55+2%$1.4M$1.4M+$20.6K2026-10-28
Silver Grove Financial Group, Inc.
INCREASED2,8412,637+204+8%$1.3M$1.4M+$95.1K2026-11-05
Riggs Asset Managment Co. Inc.
INCREASED2,8412,800+41+1%$1.4M$1.4M+$13.6K2026-11-05
Uptick Partners, LLC
DECREASED2,8412,844-30%$1.4M$1.4M-$8.8K2026-11-04
Hubbell Strickland Wealth Management, LLC
UNCHANGED2,8292,82900%$1.4M$1.4M-$6.9K2026-10-29
Capital Planning LLC
INCREASED2,8222,458+364+15%$1.2M$1.4M+$175.3K2026-10-09
Collaborative Fund Advisors, LLC
INCREASED2,8212,477+344+14%$1.2M$1.4M+$165.3K2026-11-02
Wedge Capital Management L L P
DECREASED2,8162,875-59-2%$1.4M$1.4M-$36.4K2026-10-13
Kingsman Wealth Management, Inc.
DECREASED2,8013,224-423-13%$1.6M$1.4M-$218.5K2026-10-13
Paradigm Asset Management Co LLC
DECREASED2,8003,464-664-19%$1.7M$1.4M-$339.1K2026-11-05
Good Harbor Advisors, Inc.
DECREASED2,8002,809-90%$1.4M$1.4M-$11.3K2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED2,7962,79600%$1.4M$1.4M-$6.8K2026-10-28
Carmel Capital Partners, LLC
DECREASED2,7923,101-309-10%$1.6M$1.4M-$161.4K2026-11-03
Members Wealth LLC
INCREASED2,7902,740+50+2%$1.4M$1.4M+$41.4K2026-10-20
Essential Planning, Llc.
UNCHANGED2,7872,78700%$1.4M$1.4M-$6.8K2026-10-21
Torray Investment Partners LLC
DECREASED2,7842,884-100-3%$1.4M$1.4M-$56.8K2026-10-30
Spectrum Strategic Capital Management, LLC
INCREASED2,7792,611+168+6%$1.3M$1.4M+$77.3K2026-10-22
Fairscale Capital, LLC
INCREASED2,7732,763+10+0%$1.4M$1.5M+$121.7K2026-11-04
Founders Grove Wealth Partners, LLC
INCREASED2,7702,755+15+1%$1.4M$1.4M+$7482026-10-16
Sharkey, Howes & Javer
DECREASED2,7682,778-100%$1.4M$1.4M-$11.8K2026-10-22
Family CFO Inc
UNCHANGED2,7682,76800%$1.4M$1.4M-$6.8K2026-10-30
Cornerstone National Bank & Trust Co
DECREASED2,7552,813-58-2%$1.4M$1.4M-$26.9K2026-10-20
Riverwater Partners LLC
INCREASED2,7542,750+4+0%$1.4M$1.4M-$4.7K2026-11-03
Sageworth Trust Co
INCREASED2,7492,695+54+2%$1.3M$1.4M+$20.3K2026-10-30
Entrewealth, LLC
DECREASED2,7442,781-37-1%$1.5M$1.4M-$92.6K2026-10-14
Mascoma Wealth Management LLC
DECREASED2,7422,772-30-1%$1.4M$1.4M-$21.7K2026-10-23
Prosperity Financial Group, Inc.
INCREASED2,7382,654+84+3%$1.3M$1.4M+$35.4K2026-10-29
Sage Rhino Capital LLC
INCREASED2,7372,244+493+22%$1.1M$1.4M+$240.0K2026-10-28
Investment Research Partners LLC
INCREASED2,7362,622+114+4%$1.3M$1.4M+$50.4K2026-10-19
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED2,7362,73600%$1.4M$1.4M-$6.7K2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED2,7323,015-283-9%$1.5M$1.4M-$148.3K2026-10-21
PCG Asset Management, LLC
INCREASED2,7242,265+459+20%$1.1M$1.4M+$223.0K2026-11-05
San Luis Wealth Advisors LLC
DECREASED2,72015,791-13,071-83%$7.9M$1.4M-$6.5M2026-10-27
Mechanics Financial Corp
INCREASED2,7202,667+53+2%$1.3M$1.4M+$19.9K2026-11-05
Catalyst Private Wealth, LLC
INCREASED2,7192,594+125+5%$1.3M$1.4M+$55.9K2026-10-13
Diversified Portfolios, Inc.
INCREASED2,7162,551+165+6%$1.3M$1.4M+$75.9K2026-11-04
Quantum Financial Advisors, LLC
INCREASED2,7152,673+42+2%$1.3M$1.4M+$14.4K2026-11-03
Gallacher Capital Management LLC
DECREASED2,71410,553-7,839-74%$5.3M$1.4M-$3.9M2026-10-30
Able Financial Group, LLC
INCREASED2,7142,223+491+22%$1.1M$1.4M+$239.1K2026-10-14
Investment Partners Asset Management, Inc.
INCREASED2,7092,692+17+1%$1.3M$1.3M+$1.9K2026-10-09
J. Team Financial, Inc.
INCREASED2,6982,447+251+10%$1.2M$1.3M+$119.0K2026-11-03
Davidson Trust Co
DECREASED2,6924,676-1,984-42%$2.3M$1.3M-$999.3K2026-10-09
Landaas & Co
INCREASED2,6882,304+384+17%$1.2M$1.3M+$185.6K2026-10-29
Polaris Financial Partners
NEW2,685—+2,685——$1.3K—2026-10-02
Sutton Place Investors LLC
INCREASED2,6822,657+25+1%$1.3M$1.3M+$6.0K2026-10-20
Oakmont Investment Advisors, Inc.
UNCHANGED2,6752,67500%$1.3M$1.3M-$6.5K2026-10-21
Prescott Group Capital Management, L.L.C.
UNCHANGED2,6722,67200%$1.3M$1.3M-$6.5K2026-10-30
Warwick Investment Management, Inc.
DECREASED2,6692,820-151-5%$1.4M$1.3M-$82.1K2026-10-19
Centennial Wealth Advisory LLC
INCREASED2,6692,661+8+0%$1.3M$1.3M-$1.5K2026-10-16
Provident Living Financial Services, Inc.
DECREASED2,6662,766-100-4%$1.4M$1.4M+$62.2K2026-11-03
Financial Harvest, LLC
INCREASED2,6602,587+73+3%$1.3M$1.3M+$30.1K2026-10-15
Snider Financial Group
DECREASED2,6592,671-120%$1.3M$1.3M-$12.5K2026-10-16
TFB Advisors LLC
DECREASED2,6583,023-365-12%$1.5M$1.3M-$189.1K2026-11-02
Horizon Wealth Management, LLC
INCREASED2,6582,558+100+4%$1.3M$1.3M+$43.6K2026-11-02
Triune Financial Partners, LLC
INCREASED2,6552,633+22+1%$1.3M$1.3M+$4.5K2026-11-03
Waycross Investment Management Co
UNCHANGED2,6522,65200%$1.3M$1.3M-$6.5K2026-10-14
DSG Capital Advisors, LLC
DECREASED2,6503,398-748-22%$1.7M$1.3M-$349.2K2026-11-05
Sunpointe, LLC
DECREASED2,6372,824-187-7%$1.4M$1.3M-$100.0K2026-10-22
HT Partners LLC
DECREASED2,6372,731-94-3%$1.4M$1.3M-$53.5K2026-10-20
LeConte Wealth Management, LLC
INCREASED2,6352,486+149+6%$1.2M$1.3M+$68.1K2026-10-20
Baron Wealth Management LLC
INCREASED2,6252,384+241+10%$1.2M$1.3M+$114.2K2026-10-27
Markowski Investments
DECREASED2,6252,773-148-5%$1.4M$1.3M-$80.5K2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED2,6252,62500%$1.3M$1.4M+$132.4K2026-10-21
Svrn Asset Management, LLC
UNCHANGED2,6232,62300%$1.3M$1.3M-$6.4K2026-11-02
Fell Capital Management
DECREASED2,6222,672-50-2%$1.3M$1.3M-$31.4K2026-10-09
Constitution Capital LLC
INCREASED2,611891+1,720+193%$445.8K$1.3M+$854.3K2026-10-23
Williams & Novak Wealth Management, LLC
DECREASED2,6072,761-154-6%$1.4M$1.3M-$83.4K2026-10-09
Ackerman Capital Advisors, LLC
UNCHANGED2,5972,59700%$1.3M$1.3M-$6.3K2026-10-30
Wespac Advisors SoCal, LLC
UNCHANGED2,5952,59500%$1.3M$1.3M-$6.3K2026-10-13
Chesley Taft & Associates LLC
DECREASED2,5853,335-750-22%$1.7M$1.3M-$381.6K2026-10-13
Owl Creek Wealth Partners LLC
INCREASED2,5852,568+17+1%$1.3M$1.3M+$2.2K2026-10-20
Global Trust Wealth Management LLC
DECREASED2,5812,671-90-3%$1.3M$1.3M-$51.3K2026-10-14
Cohen Capital Management, Inc.
UNCHANGED2,5792,57900%$1.3M$1.3M-$6.3K2026-10-14
Charter Capital Management, Llc\de
DECREASED2,5702,681-111-4%$1.3M$1.3M-$62.0K2026-10-28
TPG Advisors LLC
UNCHANGED2,5682,56800%$1.3M$1.3M-$6.3K2026-10-16
KW Wealth Management LLC
NEW2,562—+2,562——$1.3M—2026-10-28
Form Wealth Advisors, LLC
UNCHANGED2,5622,56200%$1.3M$1.3M-$6.3K2026-10-13
AGH Wealth Advisors, LLC
INCREASED2,5602,532+28+1%$1.3M$1.3M+$7.8K2026-10-26
Alamar Capital Management, LLC
UNCHANGED2,5552,55500%$1.3M$1.3M-$6.2K2026-11-02
Orrstown Financial Services Inc
INCREASED2,5542,535+19+1%$1.3M$1.3M+$3.3K2026-10-14
Stablepoint Partners, LLC
INCREASED2,5522,354+198+8%$1.2M$1.3M+$92.9K2026-11-03
Elevated Private Wealth, LLC
DECREASED2,5502,620-70-3%$1.3M$1.3M-$41.2K2026-10-15
Athena Wealth Management, LLC
INCREASED2,5472,514+33+1%$1.3M$1.3M+$10.3K2026-10-09
Almanack Investment Partners, Llc.
INCREASED2,5452,370+175+7%$1.2M$1.3M+$81.4K2026-11-03
Prospect Financial Group LLC
DECREASED2,5272,711-184-7%$1.4M$1.3M-$98.2K2026-11-05
Midland Wealth Advisors, LLC
DECREASED2,5272,654-127-5%$1.3M$1.3M-$69.7K2026-10-26
Carolina Wealth Management Inc
INCREASED2,5242,374+150+6%$1.2M$1.3M+$68.9K2026-10-29
Hoertkorn Richard Charles
DECREASED2,5202,620-100-4%$1.3M$1.3M-$54.6K2026-11-04
Syntegra Private Wealth Group, LLC
INCREASED2,5152,501+14+1%$1.3M$1.3M+$8692026-10-13
Maseco LLP
DECREASED2,5122,625-113-4%$1.3M$1.3M-$62.0K2026-10-27
Montz Harcus Wealth Management LLC
DECREASED2,5093,480-971-28%$1.7M$1.2M-$492.0K2026-10-09
Community Financial Services Group, LLC
INCREASED2,5082,466+42+2%$1.2M$1.3M+$22.9K2026-10-15
Lake Street Private Wealth, LLC
INCREASED2,4902,301+189+8%$1.2M$1.2M+$88.5K2026-10-22
Coerente Capital Management
DECREASED2,4872,657-170-6%$1.3M$1.2M-$91.1K2026-10-29
BankChampaign, National Association
DECREASED2,4868,181-5,695-70%$4.1M$1.2M-$2.9M2026-10-19
Clark Wealth Partners
DECREASED2,4692,524-55-2%$1.3M$1.2M-$33.5K2026-10-19
First Financial Group Corp
DECREASED2,4682,567-99-4%$1.3M$1.2M-$55.6K2026-10-22
Tannin Capital LLC
DECREASED2,4612,661-200-8%$1.3M$1.2M-$106.1K2026-11-05
Sendero Wealth Management, LLC
DECREASED2,4602,627-167-6%$1.3M$1.2M-$89.6K2026-10-14
Visionary Horizons, LLC
INCREASED2,4592,458+1+0%$1.2M$1.2M-$5.5K2026-10-22
Beacon Capital Management, LLC
DECREASED2,4582,551-93-4%$1.3M$1.2M-$52.5K2026-10-23
Ddfg, Inc
INCREASED2,4462,371+75+3%$1.2M$1.2M+$31.6K2026-10-15
Lauterbach Financial Advisors, LLC
UNCHANGED2,4402,44000%$1.2M$1.2M-$6.0K2026-10-21
Red Spruce Capital, LLC
DECREASED2,4382,490-52-2%$1.2M$1.2M-$32.0K2026-10-07
Allegiance Financial Group Advisory Services LLC
INCREASED2,4292,108+321+15%$1.1M$1.2M+$154.5K2026-11-02
Watershed Private Wealth LLC
INCREASED2,4252,106+319+15%$1.1M$1.2M+$153.7K2026-10-30
Essex LLC
INCREASED2,4252,387+38+2%$1.2M$1.2M+$13.1K2026-10-14
Wilkerson Advisory Group LLC
DECREASED2,4242,433-90%$1.2M$1.2M-$10.4K2026-10-20
First Bancorp, Inc
DECREASED2,4232,435-120%$1.2M$1.2M-$11.9K2026-10-26
Kestra Investment Management, LLC
DECREASED2,4147,285-4,871-67%$3.6M$1.2M-$2.4M2026-11-04
Ti-Trust, Inc
UNCHANGED2,4042,40400%$1.2M$1.2M-$5.9K2026-10-21
Financial Solutions Advisory Group, Inc.
DECREASED2,4022,797-395-14%$1.4M$1.3M-$107.9K2026-10-28
Retirement Wealth Solutions LLC
INCREASED2,3932,359+34+1%$1.2M$1.2M+$11.2K2026-10-07
Eagle Strategies LLC
DECREASED2,3902,585-195-8%$1.3M$1.2M-$103.5K2026-10-16
Carbahal Olsen Financial Services Group, LLC
UNCHANGED2,3842,38400%$1.2M$1.2M-$5.8K2026-11-05
G&S Capital LLC
DECREASED2,3812,499-118-5%$1.3M$1.2M-$64.9K2026-10-23
Defined Wealth Management, LLC
INCREASED2,3752,361+14+1%$1.2M$1.2M+$1.2K2026-10-19
Wealth Group, Ltd.
DECREASED2,3718,970-6,599-74%$4.5M$1.2K-$4.5M2026-10-30
Central Bank & Trust Co
INCREASED2,3652,043+322+16%$1.0M$1.2M+$155.4K2026-10-09
Advantage Trust Co
UNCHANGED2,3632,36300%$1.2M$1.2M-$5.8K2026-10-19
Benchmark Financial Wealth Advisors, LLC
DECREASED2,3572,439-82-3%$1.2M$1.2M-$46.8K2026-10-20
GoalFusion Wealth Management, LLC
NEW2,355—+2,355——$1.2M—2026-10-06
Coyle Financial Counsel LLC
DECREASED2,3512,404-53-2%$1.2M$1.2M-$32.3K2026-10-28
Clean Yield Group
UNCHANGED2,3482,34800%$1.2M$1.2M-$5.7K2026-10-28
Twelve Points Wealth Management LLC
INCREASED2,3432,293+50+2%$1.1M$1.3M+$123.7K2026-11-03
TrueWealth Advisors, LLC
INCREASED2,3362,147+189+9%$1.1M$1.2M+$88.9K2026-10-09
BKM Wealth Management, LLC
INCREASED2,3242,289+35+2%$1.1M$1.2M+$11.8K2026-10-22
Cascade Investment Group, Inc.
DECREASED2,3232,426-103-4%$1.2M$1.2M-$57.2K2026-10-13
Contravisory Investment Management, Inc.
INCREASED2,2982,087+211+10%$1.0M$1.1M+$100.0K2026-10-13
Cooke & Bieler LP
UNCHANGED2,2902,29000%$1.1M$1.1M-$5.6K2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED2,2892,28900%$1.1M$1.1M-$5.6K2026-10-23
Olistico Wealth, LLC
DECREASED2,2822,340-58-2%$1.2M$1.1M-$34.6K2026-10-05
Canandaigua National Trust Co of Florida
NEW2,281—+2,281——$1.1M—2026-10-07
Commonwealth Financial Services, LLC
DECREASED2,2792,503-224-9%$1.3M$1.1M-$117.6K2026-10-20
Rooted Wealth Advisors, Inc.
UNCHANGED2,2792,27900%$1.1M$1.1M$02026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED2,2772,064+213+10%$1.0M$1.1M+$101.0K2026-10-27
Selective Wealth Management, Inc.
INCREASED2,2711,754+517+29%$861.0K$1.2M+$332.9K2026-10-16
Veracity Capital LLC
INCREASED2,2692,126+143+7%$1.1M$1.1M+$66.0K2026-10-08
Parkshore Wealth Management, Inc.
UNCHANGED2,2682,26800%$1.1M$1.1M-$5.5K2026-10-13
Miller Financial Services LLC
DECREASED2,2632,314-51-2%$1.2M$1.1M-$31.0K2026-10-20
Promethium Advisors,llc
INCREASED2,2602,220+40+2%$1.1M$1.1M+$14.5K2026-10-19
Financial Futures Ltd Liability Co.
DECREASED2,2572,265-80%$1.1M$1.1M-$9.5K2026-10-13
Roxbury Financial LLC
INCREASED2,2542,147+107+5%$1.1M$1.1M+$48.0K2026-10-01
Succession Financial, Inc.
DECREASED2,2532,341-88-4%$1.2M$1.1M-$49.5K2026-10-14
Triton Wealth Management, Pllc
INCREASED2,2522,232+20+1%$1.1M$1.3M+$154.1K2026-11-04
Wealthcare Capital Management LLC
INCREASED2,2501,582+668+42%$791.6K$1.1M+$328.8K2026-10-21
American Assets Investment Management, LLC
UNCHANGED2,2502,25000%$1.1M$1.1M-$5.5K2026-10-30
Benchmark Financial, LLC
UNCHANGED2,2472,24700%$1.1M$1.1M-$5.5K2026-10-16
Home Federal Bank of Tennessee
UNCHANGED2,2462,24600%$1.1M$1.1M-$5.5K2026-10-15
Riverchase Wealth Management, LLC
INCREASED2,2432,234+9+0%$1.1M$1.1M-$9692026-10-28
GenWealth Group, Inc.
UNCHANGED2,2422,24200%$1.1M$1.1M-$5.5K2026-10-16
First Pacific Financial
INCREASED2,2341,904+330+17%$952.7K$1.1M+$159.7K2026-10-14
Sawgrass Asset Management LLC
DECREASED2,2272,287-60-3%$1.1M$1.1M-$35.5K2026-11-03
Clarus Group, Inc.
DECREASED2,2272,247-20-1%$1.1M$1.1M-$15.4K2026-10-21
Define Financial, LLC
INCREASED2,2261,680+546+33%$840.7K$1.1M+$267.8K2026-10-14
Argyle Capital Management, LLC
UNCHANGED2,2262,22600%$1.1M$1.1M-$5.4K2026-10-28
Nemes Rush Group LLC
UNCHANGED2,2242,22400%$1.1M$1.1M-$5.4K2026-11-04
New Covenant Trust Company, N.A.
INCREASED2,2191,958+261+13%$979.8K$1.1M+$125.2K2026-10-08
Cora Capital Advisors LLC
DECREASED2,2182,260-42-2%$1.1M$1.1M-$26.4K2026-11-02
West Bancorporation Inc
INCREASED2,2121,708+504+30%$854.7K$1.1M+$246.8K2026-10-29
Kenora Financial, LLC
INCREASED2,2092,196+13+1%$1.1M$1.1M+$1.1K2026-10-20
Integral Investment Advisors, Inc.
UNCHANGED2,2092,20900%$1.1M$1.1M-$5.4K2026-11-03
Security Financial Services, Inc.
INCREASED2,2062,197+9+0%$1.1M$1.1M-$8792026-10-29
Northcape Wealth Management, LLC
UNCHANGED2,2042,20400%$1.1M$1.1M-$5.4K2026-11-04
MMA Asset Management LLC
UNCHANGED2,2002,20000%$1.1M$1.1M-$5.4K2026-11-02
Wealth Intelligence, LLC
INCREASED2,1982,098+100+5%$1.0M$1.1M+$44.7K2026-10-16
Sierra Ocean, LLC
DECREASED2,1962,836-640-23%$1.4M$1.1M-$325.6K2026-11-03
Kohmann Bosshard Financial Services, LLC
DECREASED2,1932,342-149-6%$1.2M$1.1M-$79.9K2026-11-04
University of Texas S AM Investment Management Co
INCREASED2,1911,368+823+60%$684.5K$1.1M+$406.5K2026-11-03
Mission Financial Group, LLC
DECREASED2,1812,245-64-3%$1.1M$1.1M-$37.3K2026-10-21
Spectrum Advisors, Inc.
DECREASED2,1672,175-80%$1.1M$1.1M-$9.3K2026-11-03
Centerpoint Advisors, LLC
DECREASED2,1612,586-425-16%$1.3M$1.1K-$1.3M2026-11-05
Lavelle Capital LP
DECREASED2,1612,514-353-14%$1.3M$1.1M-$181.9K2026-11-03
Cascade Investment Advisors, Inc.
DECREASED2,1602,290-130-6%$1.1M$1.1M-$70.3K2026-11-02
Mendota Financial Group, LLC
DECREASED2,1592,661-502-19%$1.3M$1.1M-$256.4K2026-10-07
Sterling Financial Planning, Inc.
INCREASED2,1592,151+8+0%$1.1M$1.1M-$1.3K2026-10-28
Verus Financial Partners, Inc.
INCREASED2,1532,120+33+2%$1.1M$1.1M+$11.3K2026-10-29
626 Financial, LLC
DECREASED2,1512,447-296-12%$1.2M$1.1M-$153.4K2026-11-04
Park Edge Advisors, LLC
DECREASED2,1502,946-796-27%$1.5M$1.1M-$403.6K2026-10-28
Mosley Wealth Management
INCREASED2,1461,578+568+36%$789.6K$1.1M+$338.5K2026-10-16
Boltwood Capital Management
INCREASED2,1462,106+40+2%$1.1M$1.1M+$14.8K2026-10-02
Optima Capital LLC
DECREASED2,1452,147-20%$1.1M$1.1M-$6.2K2026-10-29
Isthmus Partners, LLC
INCREASED2,1421,896+246+13%$948.7K$1.1M+$117.9K2026-10-21
GEN Financial Management, Inc.
DECREASED2,1402,336-196-8%$1.2M$1.1M-$103.3K2026-10-13
Tortuga Wealth Management, Inc
DECREASED2,1392,154-15-1%$1.1M$1.1M-$12.7K2026-10-27
McKinley Carter Wealth Services, Inc.
INCREASED2,1372,072+65+3%$1.0M$1.1M+$27.3K2026-10-16
Basso Capital Management, L.P.
INCREASED2,1341,892+242+13%$946.7K$1.1M+$116.0K2026-10-30
First United Bank & Trust
INCREASED2,1342,094+40+2%$1.0M$1.1M+$14.8K2026-10-22
Cardinal Strategic Wealth Guidance
UNCHANGED2,1332,13300%$1.1M$1.1M-$5.2K2026-11-02
BOS Asset Management, LLC
DECREASED2,1302,158-28-1%$1.1M$1.1M-$19.2K2026-10-09
Berkshire Money Management, Inc.
NEW2,127—+2,127——$1.1M—2026-10-21
Clear Wave Wealth Management LLC
INCREASED2,1242,075+49+2%$1.0M$1.1M+$19.3K2026-11-04
CWS Financial Advisors, LLC
INCREASED2,1232,025+98+5%$1.0M$1.1M+$43.9K2026-10-16
William Allan Corp
INCREASED2,1211,975+146+7%$988.3K$1.1M+$68.1K2026-10-14
Sprinkle Financial Consultants LLC
DECREASED2,1152,830-715-25%$1.4M$1.1M-$362.9K2026-10-09
Aspen Investment Management Inc
DECREASED2,1092,293-184-8%$1.1K$1.1K-$972026-11-05
Shoker Investment Counsel, Inc.
UNCHANGED2,1052,10500%$1.1M$1.0M-$5.1K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,1017,118-5,017-70%$3.6M$1.0M-$2.5M2026-10-14
Probity Advisors, Inc.
INCREASED2,0992,093+6+0%$1.0M$1.0M-$2.1K2026-10-23
Ridgecrest Wealth Partners, LLC
INCREASED2,0982,031+67+3%$1.0M$1.0M+$28.4K2026-10-19
Sierra Summit Advisors LLC
INCREASED2,0961,804+292+16%$902.7K$1.0M+$141.0K2026-10-28
Blue Bell Private Wealth Management, LLC
INCREASED2,0961,887+209+11%$944.2K$1.0M+$99.5K2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED2,0962,166-70-3%$1.1M$1.0M-$40.1K2026-10-13
HRC Wealth Management, LLC
INCREASED2,0941,878+216+12%$939.7K$1.0M+$103.0K2026-10-16
American State Bank (Iowa)
INCREASED2,0871,788+299+17%$894.7K$1.0M+$144.5K2026-11-03
Wavvest Wealth LLC
NEW2,086—+2,086——$1.0M—2026-10-21
Hidden Cove Wealth Management, LLC
INCREASED2,0822,024+58+3%$1.0M$1.0M+$23.9K2026-10-19
Wealth Forward, LLC
DECREASED2,0812,360-279-12%$1.2M$1.0M-$144.7K2026-10-14
Motive Wealth Advisors
INCREASED2,0712,022+49+2%$1.0M$1.0M+$19.5K2026-10-26
Lynch Investment Planning, LLC
DECREASED2,0692,135-66-3%$1.1M$1.0M-$38.1K2026-10-27
KWB Wealth
UNCHANGED2,0632,06300%$1.0M$1.0M-$5.0K2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED2,0622,06200%$1.0M$1.0M-$5.0K2026-10-15
Planned Solutions, Inc.
INCREASED2,0591,959+100+5%$980.3K$1.0M+$45.0K2026-10-19
Anderson Hoagland & Co
UNCHANGED2,0582,05800%$1.0M$1.1M+$95.9K2026-10-23
Ulland Investment Advisors, LLC
INCREASED2,0571,982+75+4%$992$1.0K+$322026-10-13
Stonehearth Capital Management, LLC
UNCHANGED2,0502,05000%$1.0M$1.0M-$5.0K2026-10-13
Woodward Financial Advisors, Inc.
DECREASED2,0492,151-102-5%$1.1M$1.0M-$56.0K2026-10-19
StrongBox Wealth, LLC
DECREASED2,0452,148-103-5%$1.1M$1.0M-$56.4K2026-11-02
Courage Miller Partners, LLC
INCREASED2,0401,155+885+77%$578.0K$1.0M+$437.9K2026-10-21
XXI Wealth, LLC
INCREASED2,0391,968+71+4%$984.8K$1.0M+$30.6K2026-10-22
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED2,0322,03200%$1.0M$1.0M-$5.1K2026-10-15
Gainplan LLC
DECREASED2,0302,139-109-5%$1.1M$1.0M-$59.5K2026-10-09
Hedeker Wealth, LLC
DECREASED2,0302,031-10%$1.0M$1.0M-$5.0K2026-10-23
RAM Investment Partners, LLC
INCREASED2,0282,010+18+1%$1.0M$1.0M+$4.1K2026-10-21
ADE, LLC
UNCHANGED2,0252,02500%$1.0M$1.0M-$4.9K2026-10-29
Harbour Capital Advisors, LLC
UNCHANGED2,0242,02400%$999.3K$1.0M+$8.6K2026-10-13
IMZ Advisory Inc
INCREASED2,0201,990+30+2%$995.8K$1.0M+$10.1K2026-11-03
Precedent Wealth Partners, LLC
INCREASED2,0181,832+186+10%$916.7K$1.0M+$88.3K2026-10-21
Hoxton Planning & Management, LLC
INCREASED2,0181,989+29+1%$995.3K$1.0M+$9.6K2026-10-15
Thompson Investment Management, Inc.
DECREASED2,0182,038-20-1%$1.0M$1.0M-$14.9K2026-10-14
Bond & Devick Financial Network, Inc.
UNCHANGED2,0172,01700%$1.0M$1.0M-$4.9K2026-10-23
AMG Asset Management Group, Inc.
INCREASED2,0101,894+116+6%$947.7K$1.0M+$53.1K2026-10-21
Rosenberg Matthew Hamilton
INCREASED2,0101,973+37+2%$987.3K$1.0M+$13.6K2026-10-05
Rossby Financial, LCC
DECREASED2,0082,069-61-3%$1.0M$999.9K-$2.1K2026-11-05
Kelly Financial Group LLC
UNCHANGED2,0082,00800%$1.0M$1.0M-$4.5K2026-10-16
Mainsail Asset Management, LLC
DECREASED2,0052,453-448-18%$1.2M$1.0M-$190.6K2026-10-14
Souders Financial Advisors
INCREASED2,0051,998+7+0%$999.8K$998.4K-$1.4K2026-11-03
Convergence Investment Partners, LLC
DECREASED2,0042,135-131-6%$1.1M$997.9K-$70.4K2026-10-28
Wealth Group Ltd
DECREASED2,0012,003-20%$1.0M$1.0M+$3.5K2026-10-07
CGN Advisors LLC
DECREASED2,0002,176-176-8%$1.1M$996.1K-$92.8K2026-10-21
Rainier Family Wealth Inc
DECREASED1,9982,071-73-4%$1.0M$994.9K-$41.4K2026-11-02
Sachem Hill LLC
UNCHANGED1,9981,99800%$999.8K$994.9K-$4.9K2026-10-14
Asio Capital, LLC
INCREASED1,995950+1,045+110%$475.4K$993.4K+$518.0K2026-10-19
Woodard & Co Asset Management Group Inc
DECREASED1,9892,186-197-9%$1.1M$990.7K-$103.1K2026-11-03
NBZ Investment Advisors LLC
UNCHANGED1,9851,98500%$993.3K$988.4K-$4.8K2026-10-30
MKT Advisors LLC
DECREASED1,9822,878-896-31%$1.5M$1.0M-$437.6K2026-10-20
Capital Square, LLC
DECREASED1,9772,164-187-9%$1.1M$984.4K-$83.9K2026-10-19
Yarbrough Capital, LLC
UNCHANGED1,9771,97700%$989.3K$984.4K-$4.8K2026-10-19
Mccarter Private Wealth Services LLC
DECREASED1,9762,217-241-11%$1.1M$983.9K-$125.4K2026-10-22
Gerber, LLC
INCREASED1,9721,971+1+0%$986.3K$982.0K-$4.3K2026-10-21
Tlwm
DECREASED1,9682,061-93-5%$1.0M$980.0K-$51.3K2026-10-09
Stableford Capital II LLC
INCREASED1,9661,953+13+1%$977.3K$979.0K+$1.7K2026-10-09
Cedar Mountain Advisors, LLC
UNCHANGED1,9661,96600%$983.8K$979.0K-$4.8K2026-10-15
Capital CS Group, LLC
UNCHANGED1,9631,96300%$982.3K$977.5K-$4.8K2026-10-29
Olio Financial Planning
INCREASED1,9611,891+70+4%$946.2K$976.5K+$30.2K2026-10-22
M.E. Allison & Co., Inc.
UNCHANGED1,9571,95700%$979.3K$974.5K-$4.8K2026-10-09
Financial Consulate, Inc
DECREASED1,9562,216-260-12%$1.1M$973.7K-$134.9K2026-10-23
Centerpoint Advisory Group
DECREASED1,9532,323-370-16%$1.2M$972.5K-$189.9K2026-10-23
McClarren Financial Advisors, Inc.
UNCHANGED1,9471,94700%$974.3K$969.5K-$4.8K2026-10-15
Total Investment Management Inc
UNCHANGED1,9461,94600%$995.5K$969.0K-$26.4K2026-10-22
Kachkovsky & Fisher, Inc.
INCREASED1,9441,938+6+0%$969.8K$968.0K-$1.7K2026-10-21
Emerald Advisors, LLC
UNCHANGED1,9431,94300%$972.1K$967.4K-$4.7K2026-10-13
Five Oceans Advisors
DECREASED1,9412,082-141-7%$1.0M$966.5K-$75.3K2026-10-22
Thoma Capital Management LLC
DECREASED1,9411,959-18-1%$980.3K$966.5K-$13.7K2026-10-19
4Wealth Advisors, Inc.
DECREASED1,9373,011-1,074-36%$1.5M$973.3K-$519.9K2026-10-13
SBK Financial, Inc.
UNCHANGED1,9251,92500%$963.3K$958.6K-$4.7K2026-11-02
Rydar Equities, Inc.
UNCHANGED1,9231,92300%$942.4K$973.5K+$31.1K2026-10-13
Vanguard Capital Wealth Advisors
UNCHANGED1,9231,92300%$962.3K$957.6K-$4.7K2026-10-16
Clearview Wealth Management LLC
DECREASED1,9192,028-109-5%$1.0M$999.0K-$15.8K2026-10-16
Alpha Advisors, LLC
INCREASED1,9191,911+8+0%$956.2K$955.6K-$6782026-10-19
Vilga Financial Planning LLC
DECREASED1,9182,111-193-9%$1.1M$955.1K-$101.3K2026-10-09
BCK Partners, Inc.
DECREASED1,9171,974-57-3%$987.8K$954.6K-$33.2K2026-10-23
Financial Management Professionals, Inc.
INCREASED1,9171,906+11+1%$953.7K$954.6K+$8272026-10-23
Fourpath Capital Management, LLC
UNCHANGED1,9171,91700%$959.2K$954.6K-$4.7K2026-10-19
Washburn Capital Management, Inc.
DECREASED1,9162,320-404-17%$1.2M$954.1K-$206.8K2026-10-19
AWM Capital, LLC
DECREASED1,9161,976-60-3%$988.8K$954.1K-$34.7K2026-10-16
Sage Investment Advisers LLC
UNCHANGED1,9131,91300%$957.2K$952.6K-$4.7K2026-10-21
Concord Wealth Partners
DECREASED1,9111,962-51-3%$981.8K$951.4K-$30.4K2026-11-02
Cpwa, LLC
INCREASED1,9071,087+820+75%$543.9K$987.1K+$443.1K2026-11-04
WMG Financial Advisors, LLC
UNCHANGED1,9051,90500%$953.2K$953.2K$02026-10-28
Family Investment Center, Inc.
INCREASED1,9001,518+382+25%$759.6K$945.9K+$186.3K2026-10-19
Persium Advisors, LLC
INCREASED1,8981,793+105+6%$897.2K$945.1K+$47.9K2026-10-07
AA Financial Advisors, LLC
INCREASED1,8971,562+335+21%$781.6K$944.6K+$163.0K2026-10-19
WestHill Financial Advisors, Inc.
UNCHANGED1,8971,89700%$949.2K$944.6K-$4.6K2026-10-14
Family Office Research LLC
NEW1,895—+1,895——$943.8K—2026-10-14
Harold Davidson & Associates Inc.
DECREASED1,8891,894-50%$947.8K$940.6K-$7.2K2026-10-29
Gaddis Premier Wealth Advisors LLC
INCREASED1,8821,807+75+4%$904.2K$937.1K+$32.9K2026-10-29
Cherrydale Wealth Management, LLC
UNCHANGED1,8801,88000%$940.7K$936.1K-$4.6K2026-10-20
TigerOak Management, L.L.C.
INCREASED1,8791,625+254+16%$813.1K$935.6K+$122.5K2026-10-23
Sard Wealth Management Group, LLC
INCREASED1,8781,852+26+1%$926.7K$935.3K+$8.6K2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
INCREASED1,8761,561+315+20%$781.0K$934-$780.1K2026-10-26
Capital Advisors, Ltd. LLC
INCREASED1,8761,837+39+2%$919$934+$152026-10-27
Tenon Financial LLC
INCREASED1,8751,760+115+7%$880.7K$933.7K+$53.0K2026-10-14
Sara-Bay Financial
INCREASED1,8701,210+660+55%$605.5K$931.2K+$325.7K2026-10-21
Tarbox Family Office, Inc.
INCREASED1,8691,510+359+24%$755.6K$930.7K+$175.1K2026-10-23
MBA Advisors LLC
DECREASED1,8661,905-39-2%$953.2K$929.2K-$24.1K2026-10-29
AAF Wealth Management, LLC
UNCHANGED1,8651,86500%$933.2K$928.7K-$4.6K2026-10-28
Radnor Capital Management, LLC
UNCHANGED1,8601,86000%$930.7K$926.2K-$4.5K2026-10-23
Acorn Creek Capital LLC
DECREASED1,8591,900-41-2%$950.7K$925.7K-$25.1K2026-11-05
Dynamic Financial Group
INCREASED1,8571,852+5+0%$926.8K$924.8K-$2.0K2026-10-28
Gordian Advisors LLC
UNCHANGED1,8521,85200%$926.7K$922.2K-$4.5K2026-10-30
Greenup Street Wealth Management LLC
INCREASED1,8481,067+781+73%$534.1K$920.4K+$386.3K2026-10-28
Yoder Wealth Management, Inc.
INCREASED1,8461,842+4+0%$921.7K$919.2K-$2.5K2026-10-13
Sensible Money, LLC
DECREASED1,8421,848-60%$924.7K$917.2K-$7.5K2026-10-20
High Net Worth Advisory Group LLC
UNCHANGED1,8391,83900%$920.2K$915.7K-$4.5K2026-10-26
Alessandra Capital Management, LLC
DECREASED1,8351,866-31-2%$933.7K$913.7K-$20.0K2026-10-30
Great Waters Wealth Management
INCREASED1,8291,768+61+3%$884.6K$910.6K+$26.1K2026-10-07
DT Investment Partners, LLC
INCREASED1,8281,791+37+2%$896.2K$910.3K+$14.1K2026-10-27
Primoris Wealth Advisors, LLC
INCREASED1,8271,745+82+5%$873.2K$870.4K-$2.8K2026-10-28
BetterWealth, LLC
UNCHANGED1,8261,82600%$913.7K$909.3K-$4.5K2026-10-15
Asset Planning Services Inc
UNCHANGED1,8151,81500%$908.0K$904-$907.1K2026-10-15
Walker Financial Services, Inc.
DECREASED1,8132,319-506-22%$1.2M$903.1K-$257.3K2026-10-26
Kingsbury Capital Investment Advisors LLC
DECREASED1,8131,817-40%$909.2K$902.8K-$6.4K2026-10-20
Cooper S Advisors, LLC
INCREASED1,8111,767+44+2%$884.2K$901.8K+$17.6K2026-11-03
Fonville Wealth Management LLC
INCREASED1,8091,764+45+3%$882.7K$900.8K+$18.1K2026-10-28
Ipswich Investment Management Co., Inc.
UNCHANGED1,8091,80900%$905.2K$900.8K-$4.4K2026-10-13
Exchange Bank
DECREASED1,8011,830-29-2%$915.7K$896.8K-$18.9K2026-10-07
Global Wealth Management Investment Advisory, Inc.
INCREASED1,7971,780+17+1%$890.7K$894.8K+$4.1K2026-11-04
Birchwood Financial Partners, Inc.
INCREASED1,7941,789+5+0%$895.2K$893.3K-$1.9K2026-11-02
Global Financial Private Client, LLC
INCREASED1,7841,778+6+0%$889.8K$888.3K-$1.5K2026-10-15
Alliance Wealth Advisors, LLC
DECREASED1,7681,859-91-5%$930.3K$880.4K-$49.9K2026-10-28
Bruni J V & Co
DECREASED1,7661,812-46-3%$906.7K$879.4K-$27.3K2026-11-05
Shelton Wealth Management, LLC
UNCHANGED1,7641,76400%$882.7K$878.4K-$4.3K2026-10-16
SWP Financial LLC
DECREASED1,7621,764-20%$882.5K$877.1K-$5.3K2026-10-23
Banque de Luxembourg S.A.
DECREASED1,7602,517-757-30%$1.3M$876.4K-$383.1K2026-10-14
Ayrshire Capital Management LLC
DECREASED1,7601,930-170-9%$965.8K$876.4K-$89.4K2026-10-20
Warren Street Wealth Advisors, LLC
INCREASED1,7581,423+335+24%$712.1K$875.4K+$163.3K2026-11-04
Fortem Financial Group, LLC
UNCHANGED1,7581,75800%$879.7K$875.4K-$4.3K2026-10-20
Landmark Wealth Management, LLC
DECREASED1,7532,053-300-15%$1.0M$872.9K-$154.4K2026-11-03
1620 Investment Advisors, Inc.
DECREASED1,7401,770-30-2%$886.0K$866.5K-$19.5K2026-11-04
Semus Wealth Partners LLC
DECREASED1,7391,939-200-10%$970.3K$865.9K-$104.3K2026-10-22
Cordgrass Capital Advisors, LLC
UNCHANGED1,7351,73500%$868.2K$863.9K-$4.2K2026-10-30
Baker Boyer National Bank
UNCHANGED1,7321,73200%$866.7K$862.5K-$4.2K2026-11-05
SFG Wealth Management, Llc.
DECREASED1,7311,764-33-2%$882.7K$862.0K-$20.7K2026-10-23
Planning Strategies Inc.
INCREASED1,7291,720+9+1%$860.7K$861.0K+$2852026-10-02
Invera Wealth Advisors, LLC
DECREASED1,7281,860-132-7%$930.7K$860.5K-$70.3K2026-10-28
Cap Partners, LLC
INCREASED1,7261,716+10+1%$858.7K$859.5K+$7932026-10-19
Key Capital Management, Inc
INCREASED1,724842+882+105%$421.3K$904.9K+$483.6K2026-11-03
Capital Investment Services of America, Inc.
UNCHANGED1,7171,71700%$859.2K$855.0K-$4.2K2026-11-02
Johnson & White Wealth Management, LLC
DECREASED1,7161,721-50%$861.2K$854.5K-$6.7K2026-11-03
Aletheian Wealth Advisors LLC
DECREASED1,7141,729-15-1%$865.2K$853.5K-$11.7K2026-10-08
DeDora Capital, Inc.
DECREASED1,7132,314-601-26%$1.2M$853.0K-$304.9K2026-10-26
Sunbeam Capital Management, LLC
DECREASED1,7122,038-326-16%$1.0M$852.5K-$167.3K2026-11-05
Paladin Wealth, LLC
DECREASED1,7121,754-42-2%$877.7K$852.4K-$25.3K2026-10-23
Forza Wealth Management, LLC
UNCHANGED1,7111,71100%$856.2K$852.0K-$4.2K2026-10-20
Paradigm, Strategies in Wealth Management, LLC
UNCHANGED1,7091,70900%$855.2K$851.0K-$4.2K2026-10-16
Lionshead Wealth Management, LLC
INCREASED1,7071,704+3+0%$852.7K$850.0K-$2.7K2026-10-21
Robinson Smith Wealth Advisors LLC
INCREASED1,7051,684+21+1%$842.7K$849.0K+$6.3K2026-10-22
Beirne Wealth Consulting Services, LLC
UNCHANGED1,6981,69800%$849.8K$845.7K-$4.1K2026-10-19
Fortune 45 LLC
DECREASED1,6941,697-30%$849.2K$843.5K-$5.6K2026-10-14
Avail Investment Partners, LLC
INCREASED1,6921,649+43+3%$825.2K$842.6K+$17.4K2026-10-16
Hilton Head Capital Partners, LLC
DECREASED1,6881,832-144-8%$916.7K$840.5K-$76.2K2026-10-23
Monument Group Wealth Advisors, LLC
INCREASED1,6881,568+120+8%$784.6K$840.5K+$55.9K2026-10-21
Langley Wealth Management, LLC
INCREASED1,6871,678+9+1%$839.7K$840.0K+$3882026-11-04
Etesian Wealth Advisors, Inc.
INCREASED1,6851,624+61+4%$812.6K$839.0K+$26.4K2026-10-27
Saxony Capital Management, LLC
INCREASED1,6821,596+86+5%$798.6K$837.6K+$38.9K2026-10-15
Gibson Wealth Advisors LLC
UNCHANGED1,6751,67500%$838.2K$834.1K-$4.1K2026-10-20
LAM Group, Inc.
DECREASED1,6711,721-50-3%$861.2K$832.1K-$29.1K2026-10-26
Investment Management Corp
UNCHANGED1,6711,67100%$836.2K$832.1K-$4.1K2026-11-03
Martin Capital Advisors, LLP
UNCHANGED1,6711,67100%$836.2K$832.1K-$4.1K2026-10-15
Progressive Investment Management Corp
UNCHANGED1,6601,66000%$830.6K$826.6K-$4.1K2026-10-26
MFA Wealth Advisors, LLC
DECREASED1,6541,750-96-5%$875.7K$823.6K-$52.1K2026-10-07
Dorato Capital Management
UNCHANGED1,6531,65300%$816.1K$836.8K+$20.7K2026-10-08
Tran Capital Management, L.P.
INCREASED1,640500+1,140+228%$250.2K$816.6K+$566.4K2026-10-19
Christensen, King & Associates Investment Services, Inc.
INCREASED1,6351,378+257+19%$689.5K$814.1K+$124.6K2026-10-22
Gutierrez Wealth Advisory, LLC
INCREASED1,6351,435+200+14%$718.1K$814.1K+$96.1K2026-11-02
Strategent Financial, LLC
INCREASED1,6351,605+30+2%$803.1K$814.1K+$11.0K2026-10-30
Kure Advisory, LLC
INCREASED1,6331,625+8+0%$813.1K$813.2K+$182026-10-08
Bigelow Investment Advisors, LLC
DECREASED1,6291,658-29-2%$829.6K$811.2K-$18.5K2026-10-13
Cobblestone Asset Management LLC
UNCHANGED1,6291,62900%$815.1K$811.2K-$4.0K2026-10-13
Curran Financial Partners, LLC
DECREASED1,6281,733-105-6%$867.2K$810.7K-$56.5K2026-11-04
Financial Network Wealth Advisors LLC
INCREASED1,6261,612+14+1%$806.6K$809.7K+$3.0K2026-10-28
NorthLanding Financial Partners, LLC
DECREASED1,6261,634-80%$817.9K$809.9K-$8.0K2026-10-15
Sterling Wealth Management, Inc.
UNCHANGED1,6251,62500%$813.1K$809.2K-$4.0K2026-10-23
Quartz Partners, LLC
NEW1,624—+1,624——$808.7K—2026-11-03
Eagle Wealth Advisors LLC
INCREASED1,6231,513+110+7%$757.1K$808.2K+$51.1K2026-10-20
Boyd Wealth Management, LLC
INCREASED1,622961+661+69%$480.9K$807.7K+$326.8K2026-10-20
August Group Capital Ltd
INCREASED1,6121,587+25+2%$793.6K$802.2K+$8.6K2026-10-14
WBI Investments, LLC
INCREASED1,610411+1,199+292%$205.8K$801.8K+$596.0K2026-11-05
Hyposwiss Advisors SA
DECREASED1,6101,760-150-9%$880.7K$801.7K-$79.0K2026-10-26
Objective Capital Management, LLC
DECREASED1,6091,613-40%$806.9K$801.0K-$5.9K2026-10-13
Smith Partners Wealth Management, LLC
INCREASED1,6081,458+150+10%$729.6K$800.7K+$71.1K2026-11-05
Argent Capital Management LLC
UNCHANGED1,6081,60800%$804.6K$800.7K-$3.9K2026-10-05
Arvest Investments, Inc.
INCREASED1,6041,603+1+0%$802.1K$798.7K-$3.4K2026-10-21
Leicht Financial Planning & Wealth Management, Inc.
INCREASED1,6031,412+191+14%$706.6K$798.2K+$91.7K2026-11-03
Avantra Family Wealth, Inc.
DECREASED1,6022,099-497-24%$1.1M$797.7K-$252.6K2026-10-20
Millennium Capital Advisors, LLC
UNCHANGED1,6011,60100%$801.1K$797.2K-$3.9K2026-10-16
Cape Investment Advisory, Inc.
DECREASED1,5981,644-46-3%$822.6K$795.7K-$26.9K2026-10-13
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED1,5911,59100%$796.1K$792.2K-$3.9K2026-11-03
Accel Wealth Management
DECREASED1,5851,605-20-1%$803.1K$789.3K-$13.9K2026-10-13
Woodley Farra Manion Portfolio Management Inc
INCREASED1,5811,565+16+1%$783.1K$787.3K+$4.1K2026-11-05
Goldstein Advisors, LLC
INCREASED1,5791,482+97+7%$741.6K$786.3K+$44.7K2026-10-15
Prosperitas Financial LLC
DECREASED1,5791,584-50%$792.6K$786.3K-$6.4K2026-10-28
Verisail Partners, LLC
INCREASED1,5761,555+21+1%$778.1K$784.8K+$6.7K2026-10-19
Melone Private Wealth, LLC
UNCHANGED1,5721,57200%$786.6K$782.8K-$3.8K2026-10-16
Directional Asset Management
DECREASED1,5712,144-573-27%$1.1M$782.3K-$290.6K2026-10-22
AUA Capital Management, LLC
UNCHANGED1,5651,56500%$783.1K$779.3K-$3.8K2026-10-15
Essential Partners LLC
INCREASED1,5621,423+139+10%$712.1K$777.8K+$65.7K2026-10-14
Independence Wealth Advisors, LLC
DECREASED1,5601,566-60%$783.6K$776.8K-$6.8K2026-10-29
Foresight Capital Management Advisors, Inc.
INCREASED1,5601,555+5+0%$778.1K$777.0K-$1.1K2026-10-27
Ironwood Financial, llc
INCREASED1,5581,552+6+0%$770.9K$775.6K+$4.7K2026-10-20
Wealth Dimensions Group, Ltd.
DECREASED1,5551,606-51-3%$803.9K$774.5K-$29.3K2026-11-02
Carrera Capital Advisors
DECREASED1,5551,583-28-2%$792.1K$774.3K-$17.8K2026-11-03
Tributary Capital Management, LLC
UNCHANGED1,5541,55400%$777.6K$773.8K-$3.8K2026-10-28
Vision Capital Management, Inc.
UNCHANGED1,5541,55400%$777.6K$773.8K-$3.8K2026-10-20
Seven Hills Financial, LLC
NEW1,548—+1,548——$770.8K—2026-10-13
Briaud Financial Planning Inc
UNCHANGED1,5471,54700%$774.1K$770.3K-$3.8K2026-10-20
TrustBank
INCREASED1,5461,537+9+1%$769.1K$769.8K+$7322026-10-20
Joel Adams & Associates, Inc.
INCREASED1,5381,358+180+13%$679.5K$765.8K+$86.3K2026-11-02
Luminvest Wealth Management LLC
DECREASED1,5331,541-8-1%$771.1K$763.4K-$7.7K2026-10-14
KTF Investments, LLC
UNCHANGED1,5311,53100%$766.1K$762.4K-$3.7K2026-10-23
Unique Wealth, LLC
DECREASED1,5281,658-130-8%$829.6K$760.9K-$68.8K2026-10-16
Guild Investment Management, Inc.
UNCHANGED1,5271,52700%$764.1K$760.4K-$3.7K2026-11-03
Avondale Wealth Management
UNCHANGED1,5261,52600%$763.6K$759.9K-$3.7K2026-10-15
Burrus Financial Services, Inc.
UNCHANGED1,5231,52300%$762.2K$758.4K-$3.7K2026-10-22
Provident Investment Management, Inc.
INCREASED1,5211,309+212+16%$655.0K$757.4K+$102.4K2026-10-23
Portfolio Design Labs, LLC
INCREASED1,5161,403+113+8%$702.0K$754.9K+$52.8K2026-11-04
Seven Mile Advisory
DECREASED1,5131,568-55-4%$784.6K$753.4K-$31.2K2026-10-22
Prota Financial, LLC
DECREASED1,5031,567-64-4%$783.2K$752.3K-$31.0K2026-10-08
EnRich Financial Partners LLC
INCREASED1,4991,486+13+1%$743.6K$746.4K+$2.8K2026-10-21
Private Client Services, LLC
INCREASED1,4961,441+55+4%$721.1K$744.9K+$23.9K2026-10-02
Sentinel Trust Co LBA
UNCHANGED1,4951,49500%$748$744-$42026-11-03
Stone House Investment Management, LLC
INCREASED1,493876+617+70%$438.3K$743.4K+$305.1K2026-10-23
Integrated Capital Management, LLC
DECREASED1,4851,516-31-2%$758.6K$739.4K-$19.2K2026-10-23
Elevate Wealth Advisory, Inc
INCREASED1,481905+576+64%$452.9K$737.5K+$284.6K2026-10-29
Fortress Financial Group, LLC
DECREASED1,4811,645-164-10%$823.2K$737.5K-$85.7K2026-10-21
Wiregrass Investment Management LLC
DECREASED1,4811,525-44-3%$763.1K$737.5K-$25.6K2026-11-05
Braun-Bostich & Associates Inc.
INCREASED1,4781,461+17+1%$731.1K$736.0K+$4.9K2026-10-20
Weinberger Asset Management, Inc
INCREASED1,4761,457+19+1%$745.3K$735.0K-$10.3K2026-10-28
Hegarty Advisors, LLC
INCREASED1,475628+847+135%$314.2K$734.5K+$420.2K2026-10-20
Wise Wealth Partners
UNCHANGED1,4741,47400%$737.7K$734.1K-$3.6K2026-10-14
Main Street Group, LTD
UNCHANGED1,4711,47100%$736.1K$732.5K-$3.6K2026-10-28
Wealth Management Partners, LLC
INCREASED1,4681,428+40+3%$714.6K$731.0K+$16.4K2026-10-21
Advus Financial Partners, LLC
INCREASED1,4621,055+407+39%$527.9K$728.0K+$200.1K2026-10-20
Transcendent Capital Group LLC
DECREASED1,4601,836-376-20%$918.7K$727.0K-$191.7K2026-10-28
Johnson Financial Group, LLC
DECREASED1,4593,462-2,003-58%$1.7M$726.5K-$1.0M2026-11-03
Level Financial Advisors
DECREASED1,4591,524-65-4%$762.6K$726.5K-$36.1K2026-10-13
waypoint wealth counsel
INCREASED1,4581,321+137+10%$660.9K$725.9K+$65.0K2026-10-22
MFA Wealth Services
DECREASED1,4571,560-103-7%$780.6K$725.6K-$55.1K2026-10-14
Foguth Wealth Management, Llc.
INCREASED1,4561,081+375+35%$531.0K$774.6K+$243.6K2026-10-19
R. W. Roge & Company, Inc.
INCREASED1,4551,252+203+16%$626.0K$725-$625.3K2026-11-04
Clear Point Advisors Inc.
DECREASED1,4541,477-23-2%$739.1K$724.0K-$15.1K2026-10-30
Creative Capital Management Investments LLC
INCREASED1,4541,437+17+1%$719.1K$724.0K+$5.0K2026-10-28
Abner Herrman & Brock LLC
INCREASED1,4511,376+75+5%$689$723+$342026-10-20
Silverleafe Capital Partners, LLC
INCREASED1,4491,447+2+0%$724.1K$721.5K-$2.5K2026-10-02
Iron Financial LLC
DECREASED1,4441,478-34-2%$739.6K$719.0K-$20.5K2026-10-23
Choice Wealth Advisors LLC
DECREASED1,4401,494-54-4%$747.6K$717.0K-$30.5K2026-10-16
5th Street Advisors, LLC
UNCHANGED1,4361,43600%$718.6K$715.1K-$3.5K2026-11-04
Sanders Morris Harris LLC
NEW1,433—+1,433——$722.2K—2026-10-14
Barrett & Company, Inc.
DECREASED1,4312,151-720-33%$1.1M$712.3K-$363.8K2026-10-22
Enzi Wealth
INCREASED1,4301,102+328+30%$541.2K$744.4K+$203.3K2026-10-14
Optivise Advisory Services LLC
DECREASED1,4261,507-81-5%$754.0K$709.9K-$44.1K2026-10-19
Trace Wealth Advisors, LLC
INCREASED1,4251,347+78+6%$674.0K$709.6K+$35.6K2026-10-30
Vaquero Private Wealth, LTD
UNCHANGED1,4251,42500%$713.2K$709.7K-$3.5K2026-10-27
Citrine Capital LLC
INCREASED1,4211,372+49+4%$686.5K$707.6K+$21.1K2026-10-14
Artesa Financial Group, LLC
INCREASED1,4171,379+38+3%$690.0K$705.6K+$15.6K2026-10-29
Alternative Investment Advisors, Llc.
INCREASED1,4151,362+53+4%$681.5K$704.6K+$23.1K2026-11-03
Momentous Wealth Management, Inc.
INCREASED1,4091,402+7+1%$701.5K$701.6K+$652026-10-21
Paragon Advisors, LLC
DECREASED1,4071,696-289-17%$848.7K$700.6K-$148.0K2026-11-03
Centerline Wealth Advisors, LLC
UNCHANGED1,4041,40400%$702.5K$699.1K-$3.4K2026-10-15
Sunburst Financial Group, LLC
INCREASED1,4021,387+15+1%$694.0K$698.1K+$4.1K2026-10-09
Oak Asset Management, LLC
DECREASED1,4001,500-100-7%$750.6K$697.1K-$53.5K2026-10-13
Burk Holdings LLC
INCREASED1,4001,350+50+4%$675.5K$697.1K+$21.6K2026-11-05
Global View Capital Management LLC
DECREASED1,3971,715-318-19%$858.2K$695.6K-$162.5K2026-10-28
Virtue Capital Management, LLC
INCREASED1,3971,198+199+17%$599.5K$695.6K+$96.2K2026-10-29
TSA Wealth Managment LLC
INCREASED1,3961,264+132+10%$632.5K$695.1K+$62.6K2026-10-22
ERn Financial, LLC
INCREASED1,3941,389+5+0%$695.0K$694.1K-$8992026-10-28
Salomon & Ludwin, LLC
INCREASED1,3821,231+151+12%$615.2K$688.2K+$73.0K2026-10-29
Lighthouse Financial LLC
INCREASED1,381835+546+65%$417.8K$687.7K+$269.8K2026-10-23
Bank & Trust Co
INCREASED1,3811,289+92+7%$645.0K$687.7K+$42.7K2026-10-07
Meridian Financial Partners LLC
UNCHANGED1,3801,38000%$673.9K$725.4K+$51.5K2026-10-23
Hapanowicz & Associates Financial Services, Inc
UNCHANGED1,3791,37900%$690.0K$686.7K-$3.4K2026-10-29
North Forty Two & Co.
UNCHANGED1,3751,37500%$688.0K$684.7K-$3.4K2026-10-19
Michels Family Financial, LLC
INCREASED1,3721,308+64+5%$654.5K$683.2K+$28.7K2026-11-02
Outlook Wealth Advisors, LLC
DECREASED1,3701,412-42-3%$706.6K$682.2K-$24.4K2026-10-28
Seros Financial, LLC
DECREASED1,3681,545-177-11%$773.1K$681.2K-$91.9K2026-10-21
Willow Creek Wealth Management Inc.
INCREASED1,3681,363+5+0%$682.0K$681.2K-$8362026-10-26
Oceanside Advisors LLC
UNCHANGED1,3671,36700%$684.0K$680.7K-$3.3K2026-11-03
Burns Matteson Capital Management, LLC
INCREASED1,3651,345+20+1%$673.0K$679.7K+$6.7K2026-10-16
Vermillion Wealth Management, Inc.
DECREASED1,36310,431-9,068-87%$5.2M$678.7K-$4.5M2026-10-26
Gleason Group, Inc.
INCREASED1,3611,248+113+9%$624.5K$677.7K+$53.2K2026-10-15
KFA Private Wealth Group, LLC
DECREASED1,3611,382-21-2%$691.8K$677.8K-$14.0K2026-10-07
FC Advisory LLC
UNCHANGED1,3591,35900%$680.0K$676.7K-$3.3K2026-10-05
Luts & Greenleigh Group, Inc.
DECREASED1,3561,361-50%$681.0K$675.2K-$5.8K2026-11-05
Harbor Group, Inc.
UNCHANGED1,3531,35300%$677.0K$673.7K-$3.3K2026-10-14
Bonness Enterprises Inc
UNCHANGED1,3501,35000%$675.5K$672.2K-$3.3K2026-10-08
Lazari Capital Management, Inc.
DECREASED1,3491,606-257-16%$803.8K$671.9K-$131.9K2026-10-20
IFS Advisors, LLC
INCREASED1,3491,213+136+11%$607.0K$671.7K+$64.8K2026-10-14
Founders Capital Management
UNCHANGED1,3481,34800%$674.5K$671.2K-$3.3K2026-10-13
Arnold Financial Planning LLC
INCREASED1,345445+900+202%$222.7K$669.7K+$447.1K2026-10-20
Market Street Wealth Management Advisors LLC
INCREASED1,3451,002+343+34%$501.4K$669.7K+$168.4K2026-10-09
Matauro, LLC
INCREASED1,3441,220+124+10%$610.5K$669.2K+$58.8K2026-11-03
Louisbourg Investments Inc.
DECREASED1,3431,358-15-1%$679.5K$668.7K-$10.8K2026-10-20
USAdvisors Wealth Management, LLC
INCREASED1,3411,337+4+0%$669.0K$667-$668.3K2026-10-21
United Capital Management of KS, Inc.
DECREASED1,3401,395-55-4%$698.0K$667.3K-$30.8K2026-11-04
S&A Financial Services, Inc.
DECREASED1,3371,357-20-1%$679.0K$665.8K-$13.3K2026-11-03
Mills Wealth Advisors LLC
INCREASED1,3361,274+62+5%$637.5K$665.3K+$27.8K2026-10-22
Haven Capital Group, Inc.
DECREASED1,3341,410-76-5%$705.6K$664.3K-$41.3K2026-10-13
RBA Wealth Management, LLC
INCREASED1,333483+850+176%$241.7K$663.8K+$422.1K2026-10-28
Kane Co Wealth Management, Inc.
UNCHANGED1,3271,32700%$664.0K$660.8K-$3.2K2026-11-04
Latitude Advisors, LLC
INCREASED1,3251,291+34+3%$645.8K$659.6K+$13.8K2026-10-27
TrustWell Financial Advisors, LLC
UNCHANGED1,3241,32400%$662.5K$659.3K-$3.2K2026-10-15
PFW Advisors LLC
DECREASED1,3231,379-56-4%$690.0K$658.8K-$31.3K2026-10-07
Orin Green Financial, LLC
UNCHANGED1,3211,32100%$661.0K$657.8K-$3.2K2026-10-19
Ameliora Wealth Management Ltd.
UNCHANGED1,3201,32000%$660.5K$657.3K-$3.2K2026-10-23
Private Capital Advisors, Inc.
UNCHANGED1,3161,31600%$658.5K$655.3K-$3.2K2026-10-06
GK Wealth Management LLC
DECREASED1,3131,517-204-13%$759.1K$653.5K-$105.6K2026-10-09
Independence Financial Advisors, LLC
UNCHANGED1,3131,31300%$657.2K$654.0K-$3.2K2026-10-08
Bell & Brown Wealth Advisors, LLC
UNCHANGED1,3121,31200%$656.5K$653.3K-$3.2K2026-10-16
Strategic Planning Group, LLC
INCREASED1,3111,263+48+4%$632.2K$653.0K+$20.7K2026-10-22
KRS Capital Management, LLC
INCREASED1,3111,296+15+1%$648.5K$652.8K+$4.3K2026-10-16
Copper Harbor Investment Advisors, LLC
UNCHANGED1,3111,31100%$656.0K$652.8K-$3.2K2026-10-16
Capstone Wealth Management, LLC
DECREASED1,3041,451-147-10%$726.1K$649.3K-$76.7K2026-11-02
Bayban
UNCHANGED1,3041,30400%$652.5K$652.5K$02026-11-05
Three Magnolias Financial Advisors, LLC
DECREASED1,3032,003-700-35%$1.0M$648.8K-$353.5K2026-10-14
Wealth Science Advisors LLC
UNCHANGED1,3011,30100%$651.0K$647.8K-$3.2K2026-10-09
Vestia Personal Wealth Advisors
INCREASED1,300766+534+70%$383.3K$647.5K+$264.2K2026-10-20
Moisand Fitzgerald Tamayo, LLC
DECREASED1,3001,681-381-23%$841.2K$647.3K-$193.8K2026-10-15
Flywheel Private Wealth LLC
UNCHANGED1,3001,30000%$650.5K$647.3K-$3.2K2026-11-02
Grace & White Inc
UNCHANGED1,3001,30000%$650.5K$647.3K-$3.2K2026-10-23
Payden & Rygel
UNCHANGED1,3001,30000%$651.0K$647-$650.4K2026-10-28
Davis Investment Partners, LLC
DECREASED1,2991,342-43-3%$671.5K$646.8K-$24.7K2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED1,2931,29300%$647.0K$643.9K-$3.2K2026-10-28
Hippocratic Financial Advisors, LLC
NEW1,292—+1,292——$643.4K—2026-10-13
Lord & Richards Wealth Management, LLC
INCREASED1,2901,167+123+11%$584.0K$642.4K+$58.4K2026-10-14
Retirement Planning Co of New England, Inc.
DECREASED1,2861,298-12-1%$649.7K$640.5K-$9.1K2026-10-15
Friday Financial
INCREASED1,2821,204+78+6%$606.8K$641.6K+$34.8K2026-10-09
Financial Planning Hawaii, Inc.
DECREASED1,2801,437-157-11%$719.1K$637.4K-$81.7K2026-10-13
Reston Wealth Management LLC
DECREASED1,2801,337-57-4%$669.0K$637.4K-$31.6K2026-10-29
Quantum Financial Planning Services, Inc.
INCREASED1,2741,246+28+2%$623.5K$634.4K+$10.9K2026-10-14
Heritage Wealth Management, Inc.
INCREASED1,2731,270+3+0%$635.5K$633.9K-$1.6K2026-10-27
Richardson Financial Services Inc.
INCREASED1,2691,161+108+9%$581.0K$631.9K+$50.9K2026-10-30
Pines Wealth Management, LLC
UNCHANGED1,2671,26700%$634.0K$630.9K-$3.1K2026-10-21
Quad-Cities Investment Group, LLC
INCREASED1,266486+780+160%$243.2K$630.4K+$387.2K2026-10-16
Cornerstone Planning Group LLC
INCREASED1,2661,231+35+3%$602.4K$652.8K+$50.3K2026-10-16
Nolet Wealth Management, LLC
INCREASED1,2651,242+23+2%$621.4K$629.8K+$8.4K2026-10-15
Kondo Wealth Advisors, Inc.
INCREASED1,2651,258+7+1%$629.5K$629.9K+$4162026-10-19
Gray Private Wealth, LLC
INCREASED1,2631,188+75+6%$594.5K$539.5K-$55.0K2026-10-28
Andrews Advisory Associates, LLC
INCREASED1,2631,261+2+0%$631.0K$628.9K-$2.1K2026-10-15
Evansbrook LLC
INCREASED1,2561,224+32+3%$612.5K$625.4K+$12.9K2026-10-16
Opal Wealth Advisors, LLC
DECREASED1,2561,261-50%$631.0K$625.4K-$5.6K2026-10-16
American Institute for Advanced Investment Management, LLP
INCREASED1,2541,223+31+3%$612.0K$624.4K+$12.5K2026-11-03
Congress Asset Management Co
UNCHANGED1,2501,25000%$625.5K$622.4K-$3.1K2026-10-06
Invenio Wealth Partners LLC
DECREASED1,2481,256-8-1%$628.5K$621.4K-$7.0K2026-10-20
ACT Wealth Management, LLC
UNCHANGED1,2471,24700%$624.0K$620.9K-$3.0K2026-10-09
Gouws Capital LLC
UNCHANGED1,2461,24600%$623.5K$620.4K-$3.0K2026-10-09
Leeward Financial Partners, LLC
DECREASED1,2441,245-10%$622.9K$619.4K-$3.5K2026-10-23
Richard C. Young & Co., Ltd.
INCREASED1,243956+287+30%$478.5K$618.7K+$140.2K2026-11-04
Atlas Private Wealth Advisors
DECREASED1,2431,271-28-2%$636.0K$618.8K-$17.2K2026-10-23
Dominguez Wealth Management Solutions, Inc.
DECREASED1,2411,316-75-6%$658.5K$618.0K-$40.6K2026-10-07
Yoffe Investment Management, LLC
UNCHANGED1,2411,24100%$621.0K$618.0K-$3.0K2026-11-02
Nicholas Wealth, Llc.
INCREASED1,233907+326+36%$453.9K$614.0K+$160.1K2026-10-26
Financial Council, LLC
UNCHANGED1,2321,23200%$616.5K$613.5K-$3.0K2026-11-02
Talbot Financial, LLC
DECREASED1,2311,401-170-12%$701.0K$613.0K-$88.1K2026-10-19
Detalus Advisors, LLC
INCREASED1,2311,081+150+14%$540.9K$613.0K+$72.1K2026-10-15
Austin Asset Management Co Inc
DECREASED1,2301,346-116-9%$673.5K$612.6K-$61.0K2026-10-29
West Paces Advisors Inc.
INCREASED1,2301,140+90+8%$570.4K$612.5K+$42.0K2026-10-13
Balance Wealth Partners LLC
DECREASED1,2271,532-305-20%$766.4K$611.0K-$155.3K2026-10-27
Emergent Wealth Advisors, LLC
INCREASED1,2261,016+210+21%$528.9K$610.5K+$81.6K2026-10-09
Mitchell & Pahl Private Wealth, LLC
UNCHANGED1,2261,22600%$613.5K$610.5K-$3.0K2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
DECREASED1,2231,423-200-14%$712.1K$609.0K-$103.1K2026-10-21
Values Added Financial LLC
DECREASED1,2231,248-25-2%$624.5K$609.0K-$15.5K2026-10-28
Wiser Wealth Management, Inc
INCREASED1,2181,143+75+7%$571.9K$606.5K+$34.6K2026-10-14
Fusion Family Wealth, LLC
UNCHANGED1,2161,21600%$608.5K$605.5K-$3.0K2026-11-02
Arcadia Wealth Management, LLC
UNCHANGED1,2131,21300%$607.0K$604.0K-$3.0K2026-10-22
Winter & Associates, Inc.
INCREASED1,2111,198+13+1%$599.5K$653.7K+$54.3K2026-10-23
Brickley Wealth Management
INCREASED1,2101,183+27+2%$592.0K$602.5K+$10.6K2026-11-04
Conestoga Capital Advisors, LLC
UNCHANGED1,2101,21000%$605.5K$602.5K-$3.0K2026-11-02
TCP Asset Management, LLC
INCREASED1,2061,126+80+7%$563.4K$606.1K+$42.6K2026-10-14
3 Factor Indexing, LLC
UNCHANGED1,2061,20600%$603.5K$600.5K-$2.9K2026-10-15
GEM Asset Management, LLC
INCREASED1,2031,178+25+2%$589.5K$599.0K+$9.6K2026-10-13
C2c Wealth Management, LLC
INCREASED1,2001,170+30+3%$585.5K$597.5K+$12.1K2026-10-20
Carderock Capital Management Inc
UNCHANGED1,2001,20000%$600.5K$597.5K-$2.9K2026-10-22
Windsor Capital Management, LLC
UNCHANGED1,2001,20000%$600.5K$597.5K-$2.9K2026-10-13
Truefg, LLC
UNCHANGED1,1991,19900%$600.0K$597.0K-$2.9K2026-10-15
Attessa Capital LLC
UNCHANGED1,1981,19800%$599.5K$596.5K-$2.9K2026-10-09
Creekside Partners
INCREASED1,1961,072+124+12%$536.4K$595.5K+$59.1K2026-11-04
Willis Johnson Wealth, Inc.
DECREASED1,1951,631-436-27%$816.3K$595.0K-$221.3K2026-11-03
Presilium Private Wealth, LLC
INCREASED1,194619+575+93%$309.7K$594.6K+$284.8K2026-10-26
BankPlus Wealth Management LLC
INCREASED1,1941,069+125+12%$534.9K$594.3K+$59.3K2026-10-13
Karras Company, Inc.
DECREASED1,1941,230-36-3%$615.5K$594.6K-$20.9K2026-10-16
Insight Wealth Strategies, LLC
INCREASED1,1941,159+35+3%$579.0K$594.6K+$15.6K2026-10-09
Kaufman Rossin Wealth, LLC
INCREASED1,193800+393+49%$396.2K$593.9K+$197.7K2026-10-19
Renaissance Investment Group LLC
INCREASED1,1921,185+7+1%$592.9K$593.5K+$5942026-10-28
Jm2 Capital Inc.
DECREASED1,1901,216-26-2%$608.5K$592.6K-$15.9K2026-10-14
Viewpoint Capital Management LLC
INCREASED1,1871,182+5+0%$591.5K$591.1K-$3942026-10-27
Bingham Private Wealth, LLC
DECREASED1,1861,269-83-7%$635.0K$590.6K-$44.4K2026-11-05
New England Capital Financial Advisors LLC
INCREASED1,1861,126+60+5%$563.4K$590.6K+$27.1K2026-11-03
Hurley Capital, LLC
INCREASED1,1861,184+2+0%$592.5K$590.6K-$1.9K2026-11-05
HMV Wealth Advisors, LLC
UNCHANGED1,1851,18500%$593.0K$590.1K-$2.9K2026-10-27
DiNuzzo Private Wealth, Inc.
INCREASED1,1841,084+100+9%$542.4K$589.6K+$47.2K2026-10-16
Villere ST Denis J & Co LLC
UNCHANGED1,1831,18300%$592.0K$589.1K-$2.9K2026-11-04
DLK Investment Management, LLC
DECREASED1,1821,278-96-8%$519.9K$588.6K+$68.7K2026-10-09
Mayfair Advisory Group, LLC
DECREASED1,1821,223-41-3%$605.3K$588.6K-$16.7K2026-10-20
Sims Investment Management, LLC
UNCHANGED1,1791,17900%$590.0K$587.1K-$2.9K2026-10-13
Global Wealth Strategies & Associates
INCREASED1,176758+418+55%$379.3K$585.6K+$206.3K2026-10-02
Shum Financial Group, Inc.
UNCHANGED1,1741,17400%$587.5K$584.6K-$2.9K2026-10-13
Independent Solutions Wealth Management, LLC
DECREASED1,1731,182-9-1%$591.5K$584.1K-$7.4K2026-10-28
Henderson Brothers Financial Partners, LLC
INCREASED1,1691,141+28+2%$570.9K$582.1K+$11.2K2026-11-03
Paulson Wealth Management Inc.
UNCHANGED1,1671,16700%$584.0K$581.1K-$2.8K2026-11-02
Redwood Financial Network Corp
UNCHANGED1,1661,16600%$583.2K$580.4K-$2.8K2026-11-03
Bestgate Wealth Advisors, LLC
INCREASED1,1651,116+49+4%$558.4K$580.1K+$21.7K2026-10-13
Midwest Financial Partners Investments, Inc.
NEW1,164—+1,164——$579.6K—2026-10-08
Instrumental Wealth, LLC
INCREASED1,1641,142+22+2%$571.4K$579.6K+$8.2K2026-10-20
McAlister, Sweet & Associates, Inc.
DECREASED1,1631,214-51-4%$607.5K$579.1K-$28.4K2026-10-07
Highland Financial Advisors, LLC
INCREASED1,1631,120+43+4%$560.4K$579.1K+$18.7K2026-10-19
Optimist Retirement Group LLC
UNCHANGED1,1631,16300%$582.0K$579.1K-$2.8K2026-10-30
Worth Asset Management, LLC
INCREASED1,161826+335+41%$413.3K$578.1K+$164.8K2026-10-07
Accelerate Investment Advisors LLC
INCREASED1,1591,099+60+5%$550.0K$577.2K+$27.2K2026-11-02
Connecticut Capital Management Group, LLC
INCREASED1,1591,140+19+2%$570.4K$577.1K+$6.7K2026-10-29
Doliver Advisors, LP
DECREASED1,1581,248-90-7%$624.5K$576.6K-$47.9K2026-10-01
DeLarme Wealth Management, Inc.
INCREASED1,157952+205+22%$476.4K$576.1K+$99.8K2026-10-30
Hughes Financial Services, LLC
DECREASED1,1571,225-68-6%$613.0K$627.0K+$14.1K2026-10-30
Collective Family Office LLC
DECREASED1,1541,268-114-9%$634.5K$574.6K-$59.9K2026-10-05
Investors Asset Management of Georgia Inc
UNCHANGED1,1541,15400%$577.5K$574.6K-$2.8K2026-10-20
Roan Capital Partners
INCREASED1,1501,141+9+1%$570.9K$572.6K+$1.7K2026-10-09
Timonier Family Office, Ltd.
UNCHANGED1,1501,15000%$575.4K$572.6K-$2.8K2026-11-03
Journey Retirement Planning & Investment Management LLC
INCREASED1,148944+204+22%$472.4K$571.6K+$99.3K2026-10-09
Opinicus Capital, Inc.
DECREASED1,1471,165-18-2%$583.0K$571.1K-$11.8K2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
INCREASED1,144948+196+21%$474.4K$569.7K+$95.3K2026-10-15
John G Ullman & Associates Inc
INCREASED1,1441,124+20+2%$562.4K$569.7K+$7.2K2026-11-04
Anson Capital, Inc.
UNCHANGED1,1441,14400%$572.4K$569.7K-$2.8K2026-10-23
Brown Wealth Management, LLC
INCREASED1,1411,128+13+1%$564.4K$568.2K+$3.7K2026-10-20
Joseph P. Lucia & Associates, LLC
UNCHANGED1,1391,13900%$569.9K$567.2K-$2.8K2026-10-30
TradeWell Securities, Llc.
INCREASED1,1381,121+17+2%$560.9K$566.6K+$5.7K2026-10-21
Fearless Solutions, LLC dba Best Invest
DECREASED1,1381,150-12-1%$575.4K$566.7K-$8.8K2026-10-14
Duncker Streett & Co Inc
DECREASED1,1361,140-40%$570.4K$565.7K-$4.8K2026-10-27
Hobart Private Capital, LLC
INCREASED1,1311,042+89+9%$521.4K$563.2K+$41.8K2026-10-19
Inman Jager Wealth Management, LLC
DECREASED1,1301,138-8-1%$569.4K$562.7K-$6.8K2026-11-05
RIA Advisory Group LLC
DECREASED1,1281,806-678-38%$903.7K$561.7K-$342.0K2026-10-15
Challenger Wealth Management
DECREASED1,1261,134-8-1%$567.4K$560.7K-$6.8K2026-10-30
Daytona Street Capital LLC
DECREASED1,1251,140-15-1%$562.4K$566.5K+$4.1K2026-10-15
Atlas Wealth Partners, LLC
DECREASED1,1251,130-50%$565.4K$560.2K-$5.2K2026-11-03
Ipsen Advisor Group LLC
UNCHANGED1,1251,12500%$562.9K$560.2K-$2.7K2026-10-29
Manske Wealth Management
INCREASED1,1241,052+72+7%$526.4K$559.7K+$33.3K2026-10-26
Endeavor Private Wealth, Inc.
INCREASED1,119888+231+26%$444.3K$557.2K+$112.9K2026-11-05
Barnes Dennig Private Wealth Management LLC
INCREASED1,1181,074+44+4%$537.4K$556.7K+$19.3K2026-10-30
Kellett Wealth Advisors, LLC
INCREASED1,1181,117+1+0%$558.9K$556.7K-$2.2K2026-10-15
Harmony Asset Management LLC
UNCHANGED1,1161,11600%$558.4K$555.7K-$2.7K2026-10-20
Holos Integrated Wealth LLC
DECREASED1,1151,151-36-3%$580.1K$593.4K+$13.3K2026-10-23
RF&L Wealth Management, LLC
UNCHANGED1,1121,11200%$556.4K$553.7K-$2.7K2026-10-20
VCI Wealth Management LLC
INCREASED1,1091,107+2+0%$553.9K$552.2K-$1.7K2026-10-29
Ares Financial Consulting, LLC
INCREASED1,1081,103+5+0%$551.7K$551.5K-$2002026-10-19
Fusion Capital, LLC
DECREASED1,1071,141-34-3%$570.9K$551.2K-$19.7K2026-10-28
Fidato Wealth LLC
NEW1,104—+1,104——$549.7K—2026-10-13
HWG Holdings LP
UNCHANGED1,1031,10300%$551.9K$549.2K-$2.7K2026-10-08
Ledgewood Wealth Advisors, LLC
UNCHANGED1,1001,10000%$550.4K$547.7K-$2.7K2026-10-09
W Advisors, LLC
UNCHANGED1,0981,09800%$549.4K$546.7K-$2.7K2026-11-02
Sylvest Advisors, LLC
UNCHANGED1,0971,09700%$548.9K$546.3K-$2.7K2026-10-26
Argos Wealth Advisors, LLC
DECREASED1,0951,105-10-1%$552.9K$545.3K-$7.7K2026-11-02
Aspirean Wealth, LLC
UNCHANGED1,0951,09500%$547.9K$545.3K-$2.7K2026-11-03
New England Professional Planning Group Inc.
UNCHANGED1,0921,09200%$546.4K$543.8K-$2.7K2026-10-29
First Growth Capital LLC
INCREASED1,0901,084+6+1%$542.4K$542.8K+$3432026-10-15
RCW Management, LLC
UNCHANGED1,0901,09000%$545.4K$542.8K-$2.7K2026-10-30
Willow Creek Capital Management, Inc.
UNCHANGED1,0901,09000%$545.4K$545.4K$02026-10-16
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED1,0881,08800%$544.5K$541.8K-$2.7K2026-10-28
SwitchPoint Financial Planning, LLC
DECREASED1,0871,324-237-18%$662.6K$541.3K-$121.4K2026-11-02
Slocum, Gordon & Co LLP
DECREASED1,0861,186-100-8%$593.5K$540.8K-$52.7K2026-10-19
Heritage OAK Wealth Advisors LLC
INCREASED1,0851,070+15+1%$535.5K$540.5K+$5.0K2026-10-14
Leslie Global Wealth, LLC
INCREASED1,0851,079+6+1%$539.9K$540.3K+$3552026-10-26
Covestor Ltd
DECREASED1,0801,938-858-44%$970.0K$538-$969.5K2026-10-30
Tamar Securities, LLC
INCREASED1,0791,078+1+0%$539.5K$537.3K-$2.1K2026-11-03
J.M. Arbour, LLC
INCREASED1,0731,046+27+3%$523.4K$534.3K+$10.9K2026-11-05
Green Ridge Wealth Planning LLC
DECREASED1,0711,143-72-6%$571.9K$533.3K-$38.6K2026-10-08
Myecfo, LLC
UNCHANGED1,0661,06600%$533.4K$530.8K-$2.6K2026-10-14
jvl associates llc
INCREASED1,064836+228+27%$418.3K$529.8K+$111.5K2026-10-09
Vigilare Wealth Management
DECREASED1,0641,081-17-2%$540.9K$529.9K-$11.0K2026-10-29
TruNorth Capital Management, LLC
INCREASED1,061576+485+84%$288.2K$528.3K+$240.1K2026-10-14
Thrive Capital Management, LLC
DECREASED1,0561,238-182-15%$619.2K$525.6K-$93.6K2026-10-28
Peterson Wealth Advisors, LLC
INCREASED1,0491,031+18+2%$515.9K$522.4K+$6.4K2026-10-08
Barings LLC
INCREASED1,047980+67+7%$490.4K$521.4K+$31.0K2026-10-22
Asset Allocation Strategies LLC
INCREASED1,0471,043+4+0%$521.9K$521.4K-$5532026-10-20
Lighthouse Financial Services Inc
UNCHANGED1,0461,04600%$522.7K$520.9K-$1.9K2026-11-02
Auctus Advisors LLC
DECREASED1,0411,168-127-11%$584.5K$518.4K-$66.1K2026-10-23
Madrid Wealth Management, LLC
UNCHANGED1,0411,04100%$520.9K$518.4K-$2.5K2026-10-23
Aspect Partners, LLC
DECREASED1,0401,116-76-7%$558.4K$517.9K-$40.6K2026-10-20
Granite Group Advisors, LLC
DECREASED1,0371,073-36-3%$536.9K$516.4K-$20.5K2026-10-14
Kennedy Investment Group, Inc.
UNCHANGED1,0341,03400%$517.4K$514.9K-$2.5K2026-10-21
Sidoxia Capital Management, LLC
UNCHANGED1,0331,03300%$516.9K$514.4K-$2.5K2026-10-28
Certior Financial Group, LLC
DECREASED1,0241,128-104-9%$564.4K$509.9K-$54.5K2026-10-19
Braeburn Wealth Management LLC
DECREASED1,0241,033-9-1%$517.0K$510.0K-$7.0K2026-10-15
UMB Private Wealth Management, LLC
NEW1,022—+1,022——$508.9K—2026-10-19
Dmkc Advisory Services, LLC
DECREASED1,0201,650-630-38%$825.6K$507.9K-$317.7K2026-11-04
BCO Wealth Management LLC
UNCHANGED1,0191,01900%$509.9K$507.4K-$2.5K2026-10-14
Summit Financial Consulting LLC
UNCHANGED1,0181,01800%$509.4K$506.9K-$2.5K2026-10-15
1834 Investment Advisors Co
INCREASED1,016966+50+5%$483.4K$505.9K+$22.5K2026-10-16
Waller Financial Planning Group, Inc
INCREASED1,015483+532+110%$241.7K$505.4K+$263.7K2026-10-07
Sterling Group Wealth Management, LLC
NEW1,012—+1,012——$504.0K—2026-11-03
Syntax Research, Inc.
UNCHANGED1,0121,01200%$506.4K$503.9K-$2.5K2026-11-04
Cherry Creek Investment Advisors, Inc.
UNCHANGED1,0111,01100%$505.9K$503.4K-$2.5K2026-10-14
BCM Advisors, LLC
DECREASED1,0101,120-110-10%$554.3K$547.9K-$6.4K2026-11-03
Postrock Partners LLC
UNCHANGED1,0041,00400%$502.4K$499.9K-$2.5K2026-11-02
Oxler Private Wealth LLC
UNCHANGED1,0011,00100%$500.9K$498.4K-$2.4K2026-10-21
Petros Family Wealth, LLC
INCREASED996968+28+3%$484.4K$496.0K+$11.6K2026-10-28
Lionsbridge Wealth Management LLC
NEW994—+994——$495.0K—2026-10-26
Noble Wealth Management PBC
INCREASED991990+1+0%$495.4K$493.5K-$1.9K2026-10-01
Kings Path Partners LLC
UNCHANGED99199100%$495.9K$493.5K-$2.4K2026-10-21
PFG Private Wealth Management, LLC
DECREASED9861,625-639-39%$813.1K$491.1K-$322.1K2026-10-15
N10 Wealth, LLC
UNCHANGED98498400%$492.4K$490.0K-$2.4K2026-10-14
First Affirmative Financial Network
NEW982—+982——$488.8K—2026-10-21
Simplify Asset Management Inc.
DECREASED9772,662-1,685-63%$1.3M$486.5K-$845.5K2026-10-27
Ridgeline Wealth Planning, LLC
INCREASED975738+237+32%$369.3K$485.5K+$116.2K2026-10-29
Toth Financial Advisory Corp
DECREASED974987-13-1%$493.9K$485.0K-$8.9K2026-10-08
Tull Financial Group, Inc.
INCREASED974972+2+0%$486.4K$485.0K-$1.4K2026-11-05
Mullaney, Keating & Wright, Inc.
UNCHANGED97297200%$486.4K$484.0K-$2.4K2026-10-19
Walled Lake Planning & Wealth Management, LLC
INCREASED970927+43+5%$463.9K$483.0K+$19.2K2026-10-29
Meridian Financial Advisors, LLC
INCREASED968775+193+25%$387.8K$482.0K+$94.2K2026-10-14
Guidance Point Advisors, LLC
UNCHANGED96796700%$484.1K$481.7K-$2.4K2026-10-15
Southern Michigan Bank & Trust
INCREASED966815+151+19%$407.8K$481.0K+$73.2K2026-10-19
Avid Wealth Partners LLC
INCREASED966950+16+2%$475.4K$481.0K+$5.7K2026-11-03
Chapman Investment Management, LLC
NEW963—+963——$479.5K—2026-11-03
Integrated Wealth Management
DECREASED963979-16-2%$490.0K$479.6K-$10.4K2026-10-19
Shade Tree Advisors LLC
NEW962—+962——$479.0K—2026-10-22
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED96296200%$481.4K$479.0K-$2.3K2026-10-08
Worth Financial Advisory Group, LLC
INCREASED959849+110+13%$424.8K$477.5K+$52.7K2026-10-19
L.K. Benson & Company, P.C.
UNCHANGED95695600%$478.4K$476.0K-$2.3K2026-10-23
Value Investment Professionals, LLC
UNCHANGED95495400%$477.4K$475.0K-$2.3K2026-10-13
Somerset Trust Co
INCREASED952724+228+31%$362.3K$474.0K+$111.8K2026-10-13
Downshift Financial, LLC
INCREASED952786+166+21%$393.3K$474.0K+$80.7K2026-10-13
United Financial Planning Group LLC
UNCHANGED95295200%$476.4K$474.0K-$2.3K2026-11-04
Clark Financial Services Group Inc
DECREASED951982-31-3%$491.4K$473.6K-$17.8K2026-10-19
Cox Capital Mgt LLC
UNCHANGED95095000%$475.4K$473.1K-$2.3K2026-10-07
Lifelong Wealth Advisors, Inc.
INCREASED947928+19+2%$464.4K$471.6K+$7.2K2026-10-19
Hara Capital LLC
UNCHANGED94294200%$471.4K$469.1K-$2.3K2026-10-30
One Advisory Partners, LLC
UNCHANGED94194100%$470.9K$468.6K-$2.3K2026-10-22
ACT Advisors, Llc.
INCREASED940848+92+11%$424.3K$468.1K+$43.7K2026-10-15
Westover Capital Advisors, LLC
DECREASED940960-20-2%$480.4K$468.1K-$12.3K2026-10-26
Griffith & Werner, Inc.
NEW938—+938——$467.1K—2026-11-04
Hoge Financial Services, LLC
INCREASED938892+46+5%$446.3K$467.1K+$20.7K2026-11-05
Moller Wealth Partners
UNCHANGED93493400%$467.4K$465.1K-$2.3K2026-10-15
Wilkins Miller Wealth Management, LLC
UNCHANGED93293200%$466.4K$464.1K-$2.3K2026-10-13
Archvest Wealth Advisors, Inc.
INCREASED929779+150+19%$389.8K$462.6K+$72.8K2026-10-29
Level Wealth Management LLC
INCREASED927829+98+12%$414.8K$461.6K+$46.8K2026-10-23
Finward Bancorp
DECREASED9261,188-262-22%$594.5K$461.1K-$133.4K2026-10-14
Greg Jennings, LLC
NEW920—+920——$458.1K—2026-10-19
Golden Bell Financial Planning LLC
UNCHANGED91891800%$459.4K$457.1K-$2.2K2026-11-02
Farrow Financial, Inc.
DECREASED913958-45-5%$479.4K$454.6K-$24.7K2026-10-30
Oregon Pacific Wealth Management, LLC
DECREASED9111,051-140-13%$525.9K$453.6K-$72.3K2026-10-20
Stewardship Concepts Financial Services LLC
UNCHANGED91191100%$455.9K$453.6K-$2.2K2026-10-06
Valley Wealth Managers, Inc.
UNCHANGED90590500%$452.9K$450.6K-$2.2K2026-10-09
Pinnacle Wealth Management Group, Inc.
UNCHANGED90490400%$452.4K$450.1K-$2.2K2026-10-15
Towne Trust Company, N.a
UNCHANGED90390300%$451.9K$449.6K-$2.2K2026-10-28
Shakespeare Wealth Management, LLC
NEW902—+902——$449.2K—2026-10-28
Wallington Asset Management, LLC
UNCHANGED90090000%$450.4K$448.2K-$2.2K2026-11-04
Lakeshore Financial Planning, Inc.
INCREASED898881+17+2%$440.8K$447.2K+$6.3K2026-10-13
Higgins & Schmidt Wealth Strategies LLC
INCREASED898886+12+1%$443.3K$447.2K+$3.8K2026-10-26
American National Bank of Texas
UNCHANGED89889800%$449.4K$447.2K-$2.2K2026-10-07
Elco Management Co., LLC
UNCHANGED89589500%$447.8K$445.7K-$2.2K2026-10-14
Arta Finance Wealth Management LLC
INCREASED883804+79+10%$402.3K$439.7K+$37.4K2026-10-28
PFS Partners, LLC
DECREASED883904-21-2%$452.4K$439.7K-$12.7K2026-10-21
Mountain Pacific Investment Advisers LLC
UNCHANGED88388300%$441.8K$439.7K-$2.2K2026-10-29
Beacon Bank & Trust
DECREASED881924-43-5%$462.4K$438.7K-$23.7K2026-10-27
Adell Harriman & Carpenter Inc
DECREASED875925-50-5%$462.9K$435.7K-$27.2K2026-11-02
Endowment Wealth Management, Inc.
INCREASED875833+42+5%$417.1K$435.9K+$18.8K2026-11-03
Ballast Rock Private Wealth LLC
INCREASED874494+380+77%$247.2K$435.2K+$188.0K2026-10-26
LVZ, Inc.
DECREASED872895-23-3%$447.9K$434.2K-$13.6K2026-10-20
PUREfi Wealth, LLC
INCREASED869859+10+1%$429.8K$432.7K+$2.9K2026-10-19
AJ Advisors, LLC
UNCHANGED86986900%$434.8K$432.7K-$2.1K2026-10-29
American Capital Advisory, LLC
INCREASED868864+4+0%$432.3K$432.2K-$1162026-10-28
Reliant Investment Management, LLC
INCREASED867845+22+3%$422.8K$431.7K+$8.9K2026-10-14
Trellis Wealth Advisors LLC
DECREASED8661,115-249-22%$557.9K$431.2K-$126.7K2026-10-19
Old Peak Finance LLC
INCREASED866773+93+12%$386.8K$431.2K+$44.4K2026-11-02
Investment Advisory Services Inc
INCREASED865700+165+24%$350.3K$430.9K+$80.6K2026-10-27
Commons Capital, LLC
DECREASED865900-35-4%$450.3K$430.7K-$19.6K2026-11-05
SilverOak Wealth Management LLC
DECREASED865881-16-2%$440.8K$430.7K-$10.1K2026-10-29
Builder Investment Group Inc
UNCHANGED86286200%$431.3K$429.2K-$2.1K2026-10-22
marrick wealth, LLC
INCREASED861858+3+0%$429.3K$428.7K-$6002026-10-20
FCG Investment Co
UNCHANGED86186100%$430.8K$428.7K-$2.1K2026-10-13
Discipline Wealth Solutions, LLC
DECREASED860877-17-2%$438.8K$428.2K-$10.6K2026-10-14
Breachway Investments LLC
INCREASED859419+440+105%$209.7K$427.7K+$218.1K2026-10-19
True Wealth Design, LLC
INCREASED859744+115+15%$372.3K$427.7K+$55.4K2026-10-13
Cannon Advisors, Inc.
DECREASED859944-85-9%$463.6K$447.2K-$16.4K2026-10-14
Sagace Wealth Management LLC
INCREASED859858+1+0%$429.3K$427.7K-$1.6K2026-10-28
Cowa, LLC
INCREASED855706+149+21%$353.3K$425.7K+$72.5K2026-10-30
Finer Wealth Management, Inc.
DECREASED853856-30%$428.3K$424.8K-$3.6K2026-10-16
Guardian Wealth Advisors, LLC
INCREASED852560+292+52%$280.2K$462.6K+$182.4K2026-10-30
15 Wealth Advisors LLC
NEW845—+845——$420.8K—2026-10-14
Grantvest Financial Group LLC
INCREASED845746+99+13%$373.3K$420.8K+$47.5K2026-10-21
Client 1ST Advisory Group, LLC
DECREASED839972-133-14%$486.4K$417.8K-$68.6K2026-10-19
Portland Financial Advisors Inc
DECREASED8381,192-354-30%$596.5K$417.3K-$179.2K2026-10-26
Single Point Partners, LLC
DECREASED838853-15-2%$426.8K$417.4K-$9.4K2026-10-19
ADG Wealth Management Group, LLC
UNCHANGED83583500%$417.8K$415.8K-$2.0K2026-10-23
Ehrlich Financial Group
DECREASED834850-16-2%$425.3K$415.3K-$10.0K2026-10-20
Walker Asset Management, LLC
UNCHANGED83483400%$417.3K$415.3K-$2.0K2026-10-13
Targeted Financial Services LLC
INCREASED833799+34+4%$399.7K$414.8K+$15.1K2026-10-19
MontVue Capital Management, Inc.
UNCHANGED83183100%$415.8K$413.8K-$2.0K2026-10-19
ICW Investment Advisors LLC
DECREASED829911-82-9%$455.6K$413.0K-$42.6K2026-10-27
Next Level Wealth Planning, LLC
UNCHANGED82982900%$414.8K$412.8K-$2.0K2026-10-29
St. Clair Advisors, LLC
NEW824—+824——$410.3K—2026-10-13
Longview Financial Advisors, Inc.
NEW820—+820——$408.4K—2026-10-09
Kagan Cocozza Asset Management
UNCHANGED82082000%$410.3K$408.3K-$2.0K2026-10-19
Stone Summit Wealth LLC
DECREASED818833-15-2%$416.8K$407.3K-$9.5K2026-10-14
WealthCare Asset Management, LLC
DECREASED8112,064-1,253-61%$1.0M$403.8K-$629.0K2026-10-26
Financial Planning Navigators Corp
DECREASED810830-20-2%$415.3K$403.3K-$12.0K2026-10-14
Ferguson Shapiro LLC
UNCHANGED80980900%$404.8K$402.8K-$2.0K2026-10-16
Encompass More Asset Management
NEW808—+808——$402.3K—2026-10-16
Peddock Capital Advisors, LLC
DECREASED8081,124-316-28%$562.4K$402.3K-$160.1K2026-10-16
Woodward Diversified Capital, LLC
DECREASED808841-33-4%$420.8K$402.3K-$18.5K2026-10-21
DWR Wealth Management, LLC
INCREASED807806+1+0%$399.8K$405.4K+$5.6K2026-10-13
Stewardship Advisors, LLC
INCREASED805734+71+10%$367.3K$400.9K+$33.6K2026-10-20
Financial Guidance Group, Inc.
INCREASED804788+16+2%$394.3K$400.4K+$6.0K2026-10-21
RHS Financial, LLC
UNCHANGED80480400%$402.3K$400.4K-$2.0K2026-10-13
Stegent Equity Advisors, Inc.
UNCHANGED80280200%$401.3K$399.4K-$2.0K2026-10-13
Grove Street Fiduciary, LLC
DECREASED8001,800-1,000-56%$900.7K$398.4K-$502.3K2026-10-13
Tucker Asset Management LLC
DECREASED800836-36-4%$418.3K$398.6K-$19.7K2026-10-29
N10 Assets, LLC
UNCHANGED80080000%$400.3K$398.4K-$2.0K2026-10-14
Ascent Wealth Partners, LLC
INCREASED798778+20+3%$389.3K$397.4K+$8.1K2026-10-23
Greenhouse Wealth Management, LLC
DECREASED797807-10-1%$403.8K$396.9K-$6.9K2026-10-20
Morling Financial Advisors, LLC
INCREASED796795+1+0%$397.8K$396.4K-$1.4K2026-10-28
LifeGoal Investments, LLC
INCREASED793675+118+17%$337.8K$394.9K+$57.1K2026-10-09
Climber Capital SA
INCREASED791754+37+5%$376.5K$373.5K-$3.1K2026-10-20
Madden Securities Corp
DECREASED791798-7-1%$399.4K$393.9K-$5.4K2026-10-27
Successful Portfolios LLC
UNCHANGED78078000%$386.0K$393.2K+$7.2K2026-10-09
Rockline Wealth Management, LLC
UNCHANGED77777700%$388.8K$386.9K-$1.9K2026-10-26
MAD River Investors
INCREASED775625+150+24%$312.7K$385.9K+$73.2K2026-10-27
Stolz & Associates, PS
DECREASED774898-124-14%$449.4K$385.4K-$63.9K2026-11-05
Investment Management Associates Inc
DECREASED773832-59-7%$416.3K$384.9K-$31.4K2026-10-29
Purus Wealth Management, LLC
DECREASED771825-54-7%$412.8K$383.9K-$28.9K2026-10-15
Kessler Investment Group, LLC
DECREASED771824-53-6%$412.3K$383.9K-$28.4K2026-10-08
JBGlobal.com LLC
DECREASED769774-5-1%$387.3K$382.9K-$4.4K2026-10-13
Layline Advisors, LLC
DECREASED768788-20-3%$394.3K$382.4K-$11.9K2026-11-02
Clark & Stuart, Inc
INCREASED763646+117+18%$323.3K$379.9K+$56.7K2026-10-14
Floyd Financial Group LLC
UNCHANGED76376300%$374.7K$397.2K+$22.5K2026-10-28
Kraft, Davis & Associates, LLC
DECREASED762774-12-2%$386.8K$404.4K+$17.6K2026-10-21
Shepherd Street Advisors LLC
UNCHANGED76276200%$372.1K$392.9K+$20.8K2026-10-21
Invested Advisors
DECREASED758787-29-4%$393.8K$377.4K-$16.4K2026-10-23
MinichMacGregor Wealth Management, LLC
DECREASED757774-17-2%$387.8K$377.4K-$10.4K2026-10-14
E6 Portfolios, LLC
INCREASED757752+5+1%$376.3K$376.9K+$6232026-10-26
Blue Sky Capital Consultants Group, Inc.
DECREASED756776-20-3%$388.3K$376.4K-$11.9K2026-10-13
Unified Investment Management
DECREASED755758-30%$379.3K$376.0K-$3.3K2026-10-14
Hager Investment Management Services, LLC
DECREASED754757-30%$378.8K$375.5K-$3.3K2026-11-04
Biltmore Wealth Management, LLC
UNCHANGED75175100%$375.8K$374.0K-$1.8K2026-10-09
Prism Advisors, Inc.
UNCHANGED75075000%$375.3K$383.3K+$8.0K2026-10-09
WealthCare Investment Partners, LLC
UNCHANGED74874800%$374.3K$372.5K-$1.8K2026-11-05
Horizons Wealth Management
NEW747—+747——$372.0K—2026-10-05
Marotta Asset Management
DECREASED747753-6-1%$376.3K$372.0K-$4.3K2026-10-02
Castleview Partners, LLC
INCREASED745563+182+32%$281.7K$371.0K+$89.3K2026-10-09
Sound Financial Strategies Group, LLC
UNCHANGED74174100%$370.8K$369.0K-$1.8K2026-10-30
Richard Young Associates, Ltd.
UNCHANGED74074000%$370.3K$368.5K-$1.8K2026-11-03
Peak Financial Management, Inc.
DECREASED739761-22-3%$380.8K$368.0K-$12.8K2026-10-16
Chiron Capital Management, LLC
INCREASED739734+5+1%$367.3K$367.8K+$5472026-10-15
Retirement Guys Formula LLC
INCREASED738568+170+30%$284.2K$367.5K+$83.3K2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED73773700%$368.8K$367.0K-$1.8K2026-10-23
Eagle Rock Investment Company, LLC
UNCHANGED73473400%$367.3K$365.5K-$1.8K2026-10-21
Mainsail Financial Group, LLC
UNCHANGED73473400%$367.3K$365.5K-$1.8K2026-10-23
MBE Wealth Management, LLC
UNCHANGED72772700%$364.0K$362.2K-$1.8K2026-10-26
Elevated Capital Advisors, LLC
DECREASED7262,144-1,418-66%$1.1M$361.3K-$711.5K2026-11-04
Redwood Family Wealth LLC
INCREASED725582+143+25%$291.2K$361.0K+$69.8K2026-10-20
Flower City Capital
UNCHANGED72572500%$362.8K$361.0K-$1.8K2026-10-15
ETF Store, Inc.
UNCHANGED72472400%$362.3K$360.5K-$1.8K2026-10-19
Innovative Wealth Building LLC
INCREASED723714+9+1%$357.3K$360.0K+$2.7K2026-10-14
Morton Brown Family Wealth, LLC
INCREASED723714+9+1%$357.3K$360.0K+$2.7K2026-10-23
Towneley Capital Management, Inc / de
UNCHANGED72072000%$360.3K$358.5K-$1.8K2026-10-09
OxenFree Capital LLC
INCREASED717713+4+1%$359.4K$362.7K+$3.3K2026-10-07
Chatham Capital Group, Inc.
UNCHANGED71671600%$358.3K$356.5K-$1.7K2026-10-16
OmniStar Financial Group, Inc.
UNCHANGED71471400%$357.3K$355.5K-$1.7K2026-10-26
21 West Wealth Management LLC
DECREASED712723-11-2%$361.8K$354.5K-$7.2K2026-10-13
Meritas Wealth Management, LLC
DECREASED7101,357-647-48%$679.0K$353.5K-$325.5K2026-10-14
Carolina Wealth Advisors, LLC
INCREASED709372+337+91%$186.1K$353.0K+$166.9K2026-10-23
Hill Island Financial LLC
DECREASED705715-10-1%$358.0K$351.1K-$6.8K2026-10-20
Ariston Services Group
UNCHANGED70570500%$352.8K$351.1K-$1.7K2026-10-16
Halter Ferguson Financial Inc.
UNCHANGED70570500%$352.8K$351.1K-$1.7K2026-10-21
Tenzing Financial LLC
DECREASED703734-31-4%$371.8K$374.2K+$2.3K2026-11-03
Peck Wealth Management, LLC
UNCHANGED70070000%$350.3K$348.6K-$1.7K2026-10-29
Keystone Financial Group, Inc.
DECREASED699728-29-4%$364.3K$348.1K-$16.2K2026-10-13
Refined Wealth Management
UNCHANGED69869800%$349.3K$347.6K-$1.7K2026-10-13
Westbourne Investment Advisors, Inc.
NEW697—+697——$347.1K—2026-10-20
Echo45 Advisors LLC
DECREASED697769-72-9%$384.8K$347.1K-$37.7K2026-10-07
Midwest Professional Planners, Ltd.
DECREASED697727-30-4%$363.8K$347.1K-$16.7K2026-10-29
Aljian Capital Management, LLC
UNCHANGED69369300%$346.8K$345.1K-$1.7K2026-10-28
MilWealth Group LLC
UNCHANGED69069000%$345.3K$343.6K-$1.7K2026-11-02
LifeWealth Investments, LLC
DECREASED689695-6-1%$347.7K$343.1K-$4.6K2026-10-21
Pathway Financial Advisors LLC
INCREASED688680+8+1%$345.3K$342.6K-$2.7K2026-10-07
Orgel Wealth Management, LLC
UNCHANGED68768700%$343.8K$342.1K-$1.7K2026-10-14
City Center Advisors, LLC
DECREASED685890-205-23%$445.3K$341.1K-$104.3K2026-10-08
Lighthouse Wealth Management Inc.
DECREASED683731-48-7%$365.8K$340.2K-$25.6K2026-10-13
Maltin Wealth Management, Inc.
UNCHANGED68368300%$341.8K$340.1K-$1.7K2026-10-13
Capital Squared Financial LLC
INCREASED682665+17+3%$332.8K$339.6K+$6.8K2026-10-30
Stanley-Laman Group, Ltd.
DECREASED681685-4-1%$342.8K$339.1K-$3.7K2026-10-20
Commonwealth Retirement Investments LLC
UNCHANGED68168100%$340.8K$339.1K-$1.7K2026-10-26
Sentinel Pension Advisors, LLC
INCREASED680410+270+66%$201.3K$338.6K+$137.3K2026-11-02
Towercrest Capital Management
DECREASED680709-29-4%$354.8K$338.6K-$16.2K2026-10-23
Alliance Wealth Management Group
DECREASED680709-29-4%$354.8K$338.6K-$16.2K2026-10-29
Bay Capital Advisors, LLC
UNCHANGED67967900%$339.8K$338.1K-$1.7K2026-10-16
Stronghold Wealth Management L.L.C.
UNCHANGED67867800%$339.3K$337.6K-$1.7K2026-10-16
Xena Financial Planning, LLC
UNCHANGED67867800%$339.3K$337.6K-$1.7K2026-10-13
Bear Mountain Capital, Inc.
UNCHANGED67567500%$331.5K$359.1K+$27.6K2026-11-04
Narwhal Capital Management
INCREASED673645+28+4%$322.8K$335.1K+$12.4K2026-11-04
Town Capital LLC
DECREASED671680-9-1%$340.3K$334.1K-$6.1K2026-11-03
O'Connor Financial Group LLC
INCREASED669662+7+1%$331.3K$333.1K+$1.9K2026-10-26
Howard Wealth Management, LLC
UNCHANGED66666600%$333.3K$331.6K-$1.6K2026-10-28
Rare Wolf Capital LLC
UNCHANGED66366300%$331.8K$330.1K-$1.6K2026-10-20
Sherman Wealth Management LLC
UNCHANGED66066000%$330.3K$328.6K-$1.6K2026-10-16
Nearside Advisors, LLC
NEW658—+658——$327.7K—2026-10-20
Acima Private Wealth, LLC
DECREASED657679-22-3%$339.8K$327.2K-$12.6K2026-10-05
Prospera Capital Management, LLC
INCREASED657641+16+3%$324.7K$327.2K+$2.4K2026-10-19
Global Strategic Investment Solutions, LLC
UNCHANGED65465400%$327.3K$325.7K-$1.6K2026-10-16
Corundum Trust Company, Inc
UNCHANGED65365300%$326.8K$325.2K-$1.6K2026-10-29
Able Wealth Management LLC
DECREASED651736-85-12%$368.3K$328.3K-$40.0K2026-10-13
Family Legacy Financial Solutions, LLC
UNCHANGED65065000%$325.3K$323.7K-$1.6K2026-10-07
Legacies Wealth LLC
UNCHANGED65065000%$325.3K$323.7K-$1.6K2026-11-02
Brian LOW Financial Group, LLC
DECREASED649655-6-1%$327.8K$323.2K-$4.6K2026-10-28
Petredis Investment Advisors LLC
DECREASED648675-27-4%$337.8K$322.7K-$15.1K2026-10-20
Laurion Capital Management LP
DECREASED646736-90-12%$368.3K$321.7K-$46.6K2026-10-30
Joseph Group Capital Management
INCREASED646580+66+11%$290.2K$321.7K+$31.5K2026-11-04
Penn Davis Mcfarland Inc
UNCHANGED64564500%$322.8K$321.2K-$1.6K2026-10-23
BNC Wealth Management, LLC
DECREASED642655-13-2%$327.8K$319.7K-$8.1K2026-10-19
Juncture Wealth Strategies, LLC
DECREASED6411,946-1,305-67%$973.8K$319.4K-$654.4K2026-10-06
Manuka Financial, LLC
INCREASED641551+90+16%$275.7K$319.2K+$43.5K2026-10-16
Foundry Financial LLC
NEW640—+640——$318.4K—2026-10-16
True Link Financial Advisors, LLC
INCREASED638583+55+9%$291.7K$317.7K+$26.0K2026-10-27
Haven Private, LLC
INCREASED637602+35+6%$301.2K$317.2K+$16.0K2026-10-27
Kaydan Wealth Management, Inc.
DECREASED636653-17-3%$326.8K$316.7K-$10.1K2026-10-08
Torrey Growth & Income Advisors
INCREASED635633+2+0%$314.4K$317.8K+$3.4K2026-11-04
Montgomery Investment Management Inc
UNCHANGED63463400%$317.2K$315.7K-$1.5K2026-10-26
Broadway Wealth Solutions, Inc.
NEW633—+633——$315.2K—2026-10-21
AFG Fiduciary Services Limited Partnership
DECREASED632700-68-10%$355.3K$329.2K-$26.1K2026-10-21
Dakota Community Bank & Trust NA
INCREASED631453+178+39%$226.7K$314.2K+$87.5K2026-10-09
Foundry Financial Group, Inc.
INCREASED631504+127+25%$252.2K$314.2K+$62.0K2026-10-28
Royal Fund Management, LLC
INCREASED631626+5+1%$313.2K$314.2K+$9622026-10-22
BXM Wealth LLC
DECREASED628658-30-5%$329.3K$312.7K-$16.5K2026-11-03
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED62862800%$314.2K$312.7K-$1.5K2026-11-02
Frederick Financial Consultants, LLC
INCREASED626606+20+3%$303.2K$311.7K+$8.5K2026-10-29
Hutchens & Kramer Investment Management Group, LLC
INCREASED625586+39+7%$293.4K$311.4K+$18.0K2026-10-16
Code Waechter LLC
UNCHANGED62562500%$312.7K$311.2K-$1.5K2026-10-23
Mason & Associates, LLC
UNCHANGED62362300%$311.7K$310.2K-$1.5K2026-10-26
Values First Advisors, Inc.
UNCHANGED62162100%$310.7K$309.2K-$1.5K2026-10-23
RMG Wealth Management LLC
INCREASED620610+10+2%$311.1K$340.8K+$29.7K2026-10-26
Dixon Fnancial Services, Inc.
UNCHANGED62062000%$310.2K$308.7K-$1.5K2026-10-23
Donor Advised Charitable Giving, Inc.
DECREASED618737-119-16%$368.8K$307.7K-$61.1K2026-10-28
Buck Wealth Strategies, LLC
DECREASED618637-19-3%$318.7K$307.7K-$11.0K2026-10-28
Opulen Financial Group LLC
INCREASED616567+49+9%$283.7K$306.7K+$23.0K2026-10-22
Bdfs Capital LLC
DECREASED614622-8-1%$311.3K$305.8K-$5.5K2026-10-14
Seek First Inc.
UNCHANGED61461400%$307.2K$305.7K-$1.5K2026-10-27
Pacific Wealth Management
DECREASED612652-40-6%$326.3K$304.7K-$21.5K2026-10-05
Clarity Wealth Development LLC
UNCHANGED61261200%$306.2K$304.7K-$1.5K2026-10-22
Genesis Private Wealth, LLC
NEW611—+611——$304.2K—2026-11-02
Vivid Wealth Management, LLC
INCREASED611578+33+6%$289.2K$304.2K+$15.0K2026-10-27
Asempa Wealth Advisors
INCREASED611608+3+0%$304.2K$305.8K+$1.6K2026-10-07
Wealth Advisors Northwest LLC
DECREASED610631-21-3%$315.7K$303.8K-$12.0K2026-10-29
B.O.S.S. Retirement Advisors, LLC
DECREASED6081,004-396-39%$502.4K$302.8K-$199.6K2026-10-26
Centennial Advisors, LLC
INCREASED608494+114+23%$247.2K$302.8K+$55.6K2026-10-21
Dara Capital US, Inc.
UNCHANGED60860800%$304.2K$302.8K-$1.5K2026-10-29
Saxon Interests, Inc.
DECREASED607808-201-25%$404.3K$302.3K-$102.1K2026-10-26
Conrad Siegel Investment Advisors, Inc.
INCREASED607594+13+2%$297.2K$302.3K+$5.0K2026-10-08
Foundation Wealth Management, Llc\pa
INCREASED606574+32+6%$287.2K$301.8K+$14.5K2026-10-14
Pacific Capital Wealth Advisors, Inc.
NEW605—+605——$301.4K—2026-10-22
One Plus One Wealth Management, LLC
UNCHANGED60560500%$302.7K$301.3K-$1.5K2026-10-16
Brewster Financial Planning LLC
UNCHANGED60460400%$302.2K$300.8K-$1.5K2026-10-13
Serenity Investment Advisors
DECREASED603630-27-4%$313.0K$300.3K-$12.8K2026-10-30
CWC Advisors, Llc.
INCREASED600580+20+3%$290.2K$298.8K+$8.5K2026-10-15
Southern Capital Advisors, LLC
UNCHANGED60060000%$300.2K$298.8K-$1.5K2026-10-26
Skylands Capital, LLC
UNCHANGED60060000%$300.2K$298.8K-$1.5K2026-10-21
Prism Planning Partners LLC
INCREASED599597+2+0%$298.7K$298.3K-$4602026-10-27
LiftPoint Family Wealth Advisors LLC
INCREASED599597+2+0%$298.7K$298.3K-$4612026-11-03
Taylor & Morgan Wealth Management, LLC
UNCHANGED59859800%$299.2K$297.8K-$1.5K2026-10-09
Signature Equity Partners, LLC
INCREASED597519+78+15%$259.7K$297.3K+$37.6K2026-10-29
Aquire Wealth Advisors, LLC
UNCHANGED59759700%$298.7K$297.3K-$1.5K2026-10-23
Meadow Creek Wealth Advisors LLC
INCREASED594448+146+33%$224.2K$295.8K+$71.6K2026-11-02
Omega Financial Group, LLC
UNCHANGED59459400%$297.2K$295.8K-$1.5K2026-10-29
Integrity Investment Advisors, LLC
INCREASED593466+127+27%$233.2K$295.3K+$62.1K2026-11-03
Alterna Wealth Management, Inc
DECREASED591831-240-29%$415.8K$294.3K-$121.5K2026-10-27
J.Safra Asset Management Corp
UNCHANGED59159100%$295.7K$294.3K-$1.4K2026-11-03
Old Second National Bank of Aurora
UNCHANGED59159100%$295.7K$294.3K-$1.4K2026-10-22
Nicollet Investment Management, Inc.
NEW587—+587——$292—2026-10-14
Legacy Wealth Management, LLC / MS
DECREASED586668-82-12%$334.3K$291.8K-$42.5K2026-10-30
Innova Wealth Partners
INCREASED585465+120+26%$232.7K$291.3K+$58.6K2026-10-21
Urban Wealth Management, LLC
UNCHANGED58558500%$292.7K$291.3K-$1.4K2026-10-21
Ulrich Consultants & Investment Group, LLC
NEW583—+583——$290.3K—2026-10-13
Koenig Investment Advisory, LLC
UNCHANGED58358300%$291.7K$290.3K-$1.4K2026-10-09
KOM Wealth Management Group, LLC
DECREASED581756-175-23%$378.3K$289.3K-$89.0K2026-10-15
Howard Bailey Securities, LLC
DECREASED581583-20%$291.6K$289.2K-$2.4K2026-10-27
Sfam, LLC
UNCHANGED58158100%$290.7K$289.3K-$1.4K2026-11-03
Blue Square Asset Management, LLC
DECREASED580601-21-3%$300.7K$288.8K-$11.9K2026-11-02
Pachira Investments Inc.
DECREASED577653-76-12%$326.8K$287.3K-$39.4K2026-10-14
Montchanin Asset Management, LLC
UNCHANGED57657600%$288.0K$287-$287.7K2026-11-02
Atlatl Advisers LLC
INCREASED575543+32+6%$271.7K$286.3K+$14.6K2026-10-22
Mendel Money Management
INCREASED574547+27+5%$273.7K$285.8K+$12.1K2026-11-02
Aerodigm Wealth, LLC
DECREASED572615-43-7%$307.7K$284.7K-$23.0K2026-10-16
Evolution Wealth Management Inc.
DECREASED569687-118-17%$343.8K$283.3K-$60.4K2026-10-28
Sunrise Financial Services, LLC
INCREASED568518+50+10%$259.2K$282.8K+$23.6K2026-10-21
Ebert Capital Management Inc.
UNCHANGED56656600%$283.2K$281.8K-$1.4K2026-10-08
Legal Advantage Investments, Inc.
UNCHANGED56656600%$283.2K$281.8K-$1.4K2026-10-13
Larry Mathis Financial Planning, LLC
UNCHANGED56556500%$282.7K$281.3K-$1.4K2026-10-26
Marion Wealth Management
UNCHANGED56356300%$281.7K$280.3K-$1.4K2026-10-22
Cottage Street Advisors LLC
INCREASED562497+65+13%$248.7K$279.8K+$31.2K2026-10-19
Dillon & Associates Inc
DECREASED562564-20%$282.0K$280-$281.7K2026-10-22
Sound Stewardship, LLC
UNCHANGED56156100%$280.7K$279.4K-$1.4K2026-10-14
Schulz Wealth, Ltd.
UNCHANGED56056000%$280.2K$278.9K-$1.4K2026-11-03
Turning Point Benefit Group, Inc.
DECREASED557600-43-7%$300.2K$278.8K-$21.4K2026-10-28
RFG Holdings, Inc.
INCREASED556550+6+1%$275.2K$276.9K+$1.6K2026-10-30
Balentine LLC
DECREASED5521,199-647-54%$600.0K$274.9K-$325.1K2026-11-03
Retiremitten Financial LLC
INCREASED552535+17+3%$267.7K$298.3K+$30.6K2026-11-05
Bucket List Wealth Management, LLC
UNCHANGED55055000%$275.2K$273.9K-$1.3K2026-10-22
Camelot Technology Advisors, Inc.
INCREASED549526+23+4%$263.2K$273.4K+$10.2K2026-10-09
Pacific Wealth Strategies Group, Inc.
UNCHANGED54854800%$274.2K$272.9K-$1.3K2026-11-02
IMG Wealth Management, Inc.
INCREASED543299+244+82%$149.6K$270.4K+$120.8K2026-10-27
Portus Wealth Advisors, LLC
INCREASED543542+1+0%$271.2K$270.4K-$8242026-10-13
Catalyst Investment Management LLC
INCREASED541512+29+6%$256.2K$269.4K+$13.2K2026-10-21
Navigoe, LLC
UNCHANGED54154100%$270.0K$269-$269.7K2026-11-04
Kuhn & Co Investment Counsel
INCREASED540509+31+6%$254.7K$268.9K+$14.2K2026-10-29
High Point Wealth Management, LLC
UNCHANGED54054000%$270.2K$268.9K-$1.3K2026-11-05
Dala Group, LLC
DECREASED539552-13-2%$276.3K$268.4K-$7.8K2026-10-29
Frontier Asset Management, LLC
INCREASED539534+5+1%$267.2K$268.4K+$1.2K2026-10-28
MRA Advisory Group
NEW538—+538——$268.1K—2026-10-07
Seneca Financial Advisors LLC
UNCHANGED53853800%$269.2K$267.9K-$1.3K2026-10-28
Thompson Davis & Co., Inc.
DECREASED537582-45-8%$291.2K$267.4K-$23.8K2026-11-05
Donalies Financial Planning, LLC
UNCHANGED53753700%$268.9K$267.6K-$1.3K2026-10-19
Family Wealth Partners, LLC
INCREASED536513+23+4%$256.7K$266.9K+$10.2K2026-10-20
E&R Wealth Management, LLC
DECREASED534759-225-30%$379.8K$265.9K-$113.9K2026-10-20
Fiscal Wisdom Wealth Management, LLC
DECREASED534600-66-11%$300.2K$265.9K-$34.3K2026-10-16
American Financial & TAX Strategies Inc
UNCHANGED53453400%$267.2K$265.9K-$1.3K2026-10-16
Virginia Wealth Management Group, Inc.
UNCHANGED53453400%$267.2K$265.9K-$1.3K2026-10-14
JDH Wealth Management, LLC
INCREASED533501+32+6%$250.7K$265.4K+$14.7K2026-10-20
Northern Capital Management, Inc.
DECREASED532585-53-9%$292.7K$264.9K-$27.8K2026-11-05
BAM Wealth Management, LLC
INCREASED531401+130+32%$200.7K$264.4K+$63.8K2026-10-15
Powers Advisory Group, LLC
INCREASED531514+17+3%$257.2K$264.4K+$7.2K2026-10-14
David J Yvars Group
UNCHANGED53153100%$265.7K$264.4K-$1.3K2026-10-09
DKM Wealth Management, Inc.
UNCHANGED53053000%$265.3K$264.0K-$1.3K2026-10-09
Raub Brock Capital Management LP
UNCHANGED53053000%$265.2K$263.9K-$1.3K2026-10-21
Crumly & Associates Inc.
NEW527—+527——$262.4K—2026-10-07
Aureum Wealth Management, LLC
UNCHANGED52652600%$263.2K$261.9K-$1.3K2026-10-15
Butensky & Cohen Financial Security, Inc
UNCHANGED52552500%$262.7K$261.4K-$1.3K2026-10-13
Sarver Vrooman Wealth Advisors
INCREASED524319+205+64%$160.6K$260.9K+$100.4K2026-10-01
Auour Investments LLC
UNCHANGED52352300%$261.7K$260.4K-$1.3K2026-10-28
Harpswell Capital Advisors, LLC
INCREASED521425+96+23%$212.7K$259.4K+$46.8K2026-10-09
B&D White Capital Company, LLC
UNCHANGED52052000%$260.2K$258.9K-$1.3K2026-11-02
Eastover Investment Advisors LLC
UNCHANGED52052000%$260.2K$258.9K-$1.3K2026-10-05
Wincap Financial LLC
UNCHANGED52052000%$260.2K$258.9K-$1.3K2026-10-20
CrossGen Wealth, LLC
INCREASED519495+24+5%$247.7K$258.4K+$10.7K2026-10-30
Cambridge Capital Management, LLC
UNCHANGED51951900%$259.7K$258.4K-$1.3K2026-10-19
Beaumont Asset Management, L.L.C.
UNCHANGED51851800%$259.2K$257.9K-$1.3K2026-10-16
Shira Ridge Wealth Management
DECREASED516701-185-26%$350.8K$256.9K-$93.8K2026-10-09
Davidson Investment Advisors
INCREASED516454+62+14%$227.2K$256.9K+$29.8K2026-10-20
Veery Capital, LLC
DECREASED514525-11-2%$262.7K$255.9K-$6.8K2026-10-07
Madson Wealth Advisors Inc
UNCHANGED51451400%$257.2K$255.9K-$1.3K2026-10-13
Stegner Investment Associates Inc.
UNCHANGED51251200%$256.2K$255.0K-$1.3K2026-10-15
Mid-American Wealth Advisory Group, Inc.
DECREASED511801-290-36%$400.8K$254.4K-$146.4K2026-10-21
25 LLC
INCREASED511486+25+5%$243.2K$254.5K+$11.3K2026-10-13
Fjell Capital, LLC
INCREASED509409+100+24%$204.7K$253.5K+$48.8K2026-10-13
Freedom Financial Partners LLC
UNCHANGED50950900%$254.7K$253.5K-$1.2K2026-10-19
Barry Investment Advisors, LLC
UNCHANGED50550500%$252.7K$251.5K-$1.2K2026-10-14
W.H. Cornerstone Investments Inc.
UNCHANGED50550500%$252.7K$251.5K-$1.2K2026-11-03
Stordahl Capital Management, Inc.
DECREASED503509-6-1%$254.7K$250.5K-$4.2K2026-10-22
Fulcrum Capital LLC
UNCHANGED50350300%$251.7K$250.5K-$1.2K2026-10-15
SoundView Advisors Inc.
UNCHANGED50250200%$251.0K$249-$250.8K2026-11-04
RiverTree Advisors, LLC
UNCHANGED50050000%$250.2K$249.0K-$1.2K2026-10-13
Gainline Financial Partners, LLC
DECREASED496499-3-1%$249.7K$247.0K-$2.7K2026-10-15
Greenfield Seitz Capital Management, LLC
UNCHANGED49649600%$248.2K$247.0K-$1.2K2026-10-29
Lifestyle Asset Management, Inc.
INCREASED495455+40+9%$227.7K$246.5K+$18.8K2026-10-20
Trust Investment Advisors
NEW493—+493——$245.5K—2026-10-20
Three Arch Wealth Management LLC
INCREASED493487+6+1%$243.7K$245.5K+$1.8K2026-10-20
Kendall Capital Management
INCREASED492481+11+2%$240.7K$245.0K+$4.3K2026-10-23
Infinity Wealth Counsel, LLC
UNCHANGED48848800%$244.2K$243.0K-$1.2K2026-10-15
SS&H Financial Advisors, Inc.
UNCHANGED48848800%$244.0K$243-$243.8K2026-10-28
Clear Trail Advisors, LLC
DECREASED487561-74-13%$280.7K$242.5K-$38.2K2026-10-20
Rakuten Securities, Inc.
INCREASED486315+171+54%$157.6K$242.0K+$84.4K2026-11-02
IVC Wealth Advisors LLC
INCREASED486474+12+3%$237.2K$242.0K+$4.8K2026-10-23
Macroview Investment Management LLC
INCREASED484462+22+5%$231.2K$241.0K+$9.8K2026-10-26
Bluestem Financial Advisors, LLC
UNCHANGED48448400%$242.2K$241.2K-$9352026-10-20
Summit Investment Advisory Services, LLC
DECREASED483496-13-3%$248.2K$240.5K-$7.7K2026-11-03
Ellerson Group Inc
UNCHANGED48348300%$241.7K$269.1K+$27.4K2026-11-04
Eagle Wealth Strategies LLC
INCREASED482456+26+6%$228.2K$240.0K+$11.8K2026-10-20
New Dimensions Wealth Management, LLC
UNCHANGED48148100%$240.7K$239.5K-$1.2K2026-11-02
Lesa Sroufe & Co
UNCHANGED48048000%$240.0K$239-$239.8K2026-10-29
Kooman & Associates
INCREASED477458+19+4%$229.2K$237.5K+$8.3K2026-10-21
Legacy Solutions, LLC
DECREASED476534-58-11%$267.2K$237.0K-$30.2K2026-10-07
Sellwood Investment Partners LLC
UNCHANGED47647600%$238.2K$237.0K-$1.2K2026-11-03
Strengthening Families & Communities, LLC
DECREASED474499-25-5%$249.7K$236.0K-$13.7K2026-10-21
Miramontes Capital, LLC
DECREASED472479-7-1%$239.7K$235.0K-$4.7K2026-10-19
Financial Advisory Corp
UNCHANGED46846800%$234.2K$233.0K-$1.1K2026-10-14
Hibernia Wealth Partners, LLC
NEW467—+467——$232.5K—2026-10-29
MKD Wealth Coaches, LLC
NEW465—+465——$231.5K—2026-10-09
Jessup Wealth Management, Inc
DECREASED4653,980-3,515-88%$2.0M$231.5K-$1.8M2026-10-20
Archer Investment Management, LLC
NEW464—+464——$231.0K—2026-10-13
Davis-Rea Ltd.
DECREASED460977-517-53%$488.9K$229.1K-$259.8K2026-10-13
Squire Investment Management Company, LLC
DECREASED458699-241-34%$349.8K$228.1K-$121.7K2026-11-03
WPG Advisers, LLC
INCREASED458449+9+2%$224.7K$228.1K+$3.4K2026-10-27
Foronjy Financial LLC
INCREASED457431+26+6%$215.9K$227.8K+$11.9K2026-10-14
Mullooly Asset Management, Inc.
UNCHANGED45745700%$228.7K$227.6K-$1.1K2026-10-30
Burkett Financial Services, LLC
DECREASED456488-32-7%$244.2K$227.1K-$17.1K2026-10-01
Klein Pavlis & Peasley Financial, Inc.
DECREASED452501-49-10%$250.7K$225.1K-$25.6K2026-10-13
LifeGuide Financial Advisors, LLC
INCREASED452450+2+0%$225.2K$225.1K-$1032026-10-20
FSA Wealth Partners, Inc.
NEW451—+451——$224.6K—2026-10-26
Delta Wealth Advisors LLC
UNCHANGED44844800%$224.2K$223.1K-$1.1K2026-10-09
Kaizen Financial Strategies
DECREASED446705-259-37%$352.3K$222.1K-$130.2K2026-10-09
Clear Retirement Advice LLC
DECREASED446453-7-2%$226.7K$222.1K-$4.6K2026-10-22
Palacios Wealth Management, LLC
DECREASED443473-30-6%$236.7K$220.6K-$16.1K2026-11-04
Charis Legacy Partners, LLC
UNCHANGED44344300%$221.7K$220.6K-$1.1K2026-10-22
Legacy Financial Independent Advisors LLC
UNCHANGED44344300%$221.7K$220.6K-$1.1K2026-11-02
Santori & Peters, Inc.
UNCHANGED44344300%$221.7K$220.6K-$1.1K2026-10-26
Bishop & Co Investment Management, LLC
UNCHANGED44044000%$220.2K$219.1K-$1.1K2026-11-05
Briggs Wealth Management, Inc
UNCHANGED44044000%$220.2K$219.1K-$1.1K2026-10-26
Pacific Park Financial, Inc.
DECREASED438443-5-1%$221.7K$218.1K-$3.6K2026-10-13
Jeppson Wealth Management, LLC
UNCHANGED43843800%$219.2K$218.1K-$1.1K2026-10-20
Blackston Financial Advisory Group, LLC
DECREASED437546-109-20%$273.2K$217.6K-$55.6K2026-11-04
Cultivar Capital, Inc.
UNCHANGED43543500%$217.7K$216.6K-$1.1K2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED434430+4+1%$215.2K$216.1K+$9422026-10-16
Stanich Group LLC
UNCHANGED43443400%$217.2K$216.1K-$1.1K2026-10-16
AdviceOne Advisory Services, LLC
INCREASED433422+11+3%$211.2K$215.6K+$4.4K2026-10-19
Sightline Wealth Advisors, LLC
NEW432—+432——$215.1K—2026-10-21
Carroll Advisory Group, LLC
NEW432—+432——$215.1K—2026-10-16
Center For Asset Management LLC
NEW430—+430——$214.1K—2026-10-16
Meredith Wealth Planning
DECREASED430466-36-8%$233.2K$214.1K-$19.1K2026-10-14
NewCorp Financial Services, Inc.
UNCHANGED43043000%$215.2K$214.1K-$1.0K2026-10-14
Rockport Wealth LLC
UNCHANGED43043000%$215.2K$214.1K-$1.0K2026-11-03
Retirement Solution LLC
NEW428—+428——$213.1K—2026-10-27
Advisortrust Partners, LLC
DECREASED428429-10%$214.7K$213.1K-$1.5K2026-11-02
Schorn Wealth LLC
UNCHANGED42842800%$214.2K$213.1K-$1.0K2026-10-14
Wrenne Financial Planning LLC
UNCHANGED42742700%$213.7K$212.6K-$1.0K2026-10-30
DecisionPoint Financial, LLC
INCREASED426422+4+1%$210.9K$213.2K+$2.3K2026-10-27
Trademark Financial Management, LLC
DECREASED424434-10-2%$217.2K$211.1K-$6.0K2026-10-23
Murphy & Mullick Capital Management Corp
INCREASED422419+3+1%$209.7K$210.1K+$4692026-11-02
Strong Tower Advisory Services
DECREASED421455-34-7%$227.7K$209.6K-$18.0K2026-10-13
Burkett Asset Management Ltd
NEW420—+420——$209.1K—2026-10-13
Blossom Wealth Management
NEW419—+419——$208.6K—2026-11-03
Dean, Jacobson Financial Services, LLC
UNCHANGED41941900%$209.7K$208.6K-$1.0K2026-10-29
New Perspectives, Inc
UNCHANGED41841800%$209.2K$208.1K-$1.0K2026-10-14
Stirlingshire Investments, Inc.
UNCHANGED41741700%$208.7K$207.6K-$1.0K2026-11-05
Stokes Capital Advisors, LLC
UNCHANGED41741700%$208.7K$207.6K-$1.0K2026-10-09
DMC Group, LLC
NEW416—+416——$207.1K—2026-10-26
Orba Wealth Advisors, L.L.C.
INCREASED414406+8+2%$203.2K$206.2K+$3.0K2026-10-23
Flagship Private Wealth, LLC
UNCHANGED41441400%$207.2K$206.2K-$1.0K2026-11-05
Harrell Investment Partners, LLC
DECREASED412570-158-28%$285.2K$205.2K-$80.1K2026-10-15
BostonPremier Wealth LLC
INCREASED412407+5+1%$203.7K$205.2K+$1.5K2026-10-16
High Probability Advisors, LLC
UNCHANGED41241200%$206.2K$205.2K-$1.0K2026-10-19
Rainey & Randall Wealth Advisors Inc.
UNCHANGED41241200%$206.2K$205.2K-$1.0K2026-10-26
Strategic Wealth Investment Group, LLC
DECREASED410591-181-31%$295.7K$204.2K-$91.6K2026-10-29
TL Private Wealth
UNCHANGED41041000%$206.6K$212.2K+$5.6K2026-10-13
IFC & Insurance Marketing, Inc.
NEW409—+409——$203.7K—2026-10-16
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED40940900%$204.7K$203.7K-$9982026-10-27
Purewater Capital LLC
UNCHANGED40840800%$204.2K$203.2K-$9952026-10-23
Arcataur Capital Management LLC
UNCHANGED40540500%$202.7K$201.7K-$9882026-10-21
Ridgeline Wealth, LLC
UNCHANGED40340300%$201.7K$209.8K+$8.1K2026-10-14
Western Reserve Capital Management, LLC
UNCHANGED40340300%$201.7K$200.7K-$9832026-10-14
Kimelman & Baird, LLC
UNCHANGED40040000%$200.2K$199.2K-$9762026-11-03
Quaker Wealth Management, LLC
INCREASED398397+1+0%$198.7K$198.2K-$4702026-10-22
North Point Portfolio Managers Corp
NEW394—+394——$196.2K—2026-10-07
Steph & Co
UNCHANGED38938900%$194.7K$193.7K-$9492026-10-07
MB, Levis & Associates, LLC
UNCHANGED38038000%$190.1K$189.2K-$9272026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED38038000%$190.1K$189.2K-$9282026-10-07
Kozak & Associates, Inc.
UNCHANGED37837800%$188.9K$204.2K+$15.3K2026-10-29
Investors Research Corp
UNCHANGED37737700%$188.6K$187.7K-$9202026-10-07
Wealth Analytics Partners, LLC
NEW370—+370——$184.2K—2026-10-19
Prudent Man Investment Management, Inc.
INCREASED368162+206+127%$81.4K$183.2K+$101.8K2026-11-03
Monetary Solutions, Ltd
INCREASED364362+2+1%$181.1K$181.3K+$1132026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED36336300%$181.6K$180.8K-$8862026-10-20
West Financial Advisors, LLC
DECREASED360363-3-1%$181.6K$179.3K-$2.4K2026-10-22
Birch Capital Management, LLC
UNCHANGED35835800%$179.1K$178.3K-$8742026-10-27
Wolff Wiese Magana LLC
INCREASED343243+100+41%$121.6K$170.8K+$49.2K2026-10-15
Bare Financial Services, Inc
INCREASED338316+22+7%$158.1K$168.3K+$10.2K2026-11-04
Horizon Financial Services, LLC
INCREASED335275+60+22%$137.5K$166.7K+$29.2K2026-11-04
Accordant Advisory Group Inc
UNCHANGED32032000%$160.1K$159.3K-$7812026-10-29
Proathlete Wealth Management LLC
INCREASED3175+312+6240%$2.5K$157.8K+$155.3K2026-10-15
Union Savings Bank
UNCHANGED31631600%$158.1K$157.4K-$7712026-10-14
Bay Harbor Wealth Management, LLC
INCREASED307258+49+19%$129.1K$152.9K+$23.8K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED303333-30-9%$166.6K$150.9K-$15.8K2026-11-04
Chung Wu Investment Group, LLC
UNCHANGED30030000%$150.1K$149.4K-$7322026-11-03
GGM Financial LLC
INCREASED298198+100+51%$99.1K$148.4K+$49.3K2026-11-05
Halbert Hargrove Global Advisors, LLC
DECREASED289365-76-21%$182.7K$143.9K-$38.8K2026-10-16
Tower Trust & Investment Co
UNCHANGED28628600%$143.1K$142.4K-$6982026-10-28
KFG LLC
NEW278—+278——$138.4K—2026-11-02
Aventus Investment Advisors, Inc.
UNCHANGED27727700%$138.6K$137.9K-$6762026-10-09
Quest 10 Wealth Builders, Inc.
INCREASED276233+43+18%$116.7K$137.2K+$20.5K2026-11-02
Pioneer Family Office, LLC
UNCHANGED27527500%$137.6K$136.9K-$6712026-10-30
Align Financial, LLC
INCREASED273256+17+7%$128.2K$136.0K+$7.8K2026-10-16
First Financial Corp
UNCHANGED26626600%$133.1K$132.5K-$6492026-10-13
Beutel, Goodman & Co Ltd.
UNCHANGED26026000%$130.0K$129-$129.9K2026-11-04
Goodman Advisory Group, LLC
NEW257—+257——$128.0K—2026-11-02
Sima Wealth Partners, LLC
UNCHANGED25725700%$128.6K$128.0K-$6272026-10-19
Fiduciary Advisors, Inc.
DECREASED250256-6-2%$128.1K$124.5K-$3.6K2026-10-16
Bullock Wealth Management Group
DECREASED247268-21-8%$133.9K$123.6K-$10.3K2026-10-09
Essential Investment Partners LLC
INCREASED240187+53+28%$93.6K$119.5K+$25.9K2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED238211+27+13%$106.0K$119-$105.9K2026-10-14
Friedenthal Financial
UNCHANGED23423400%$117.1K$116.5K-$5712026-10-27
Reap Financial Group, LLC
UNCHANGED22322300%$111.6K$111.0K-$5442026-11-02
CGC Financial Services, LLC
UNCHANGED21821800%$109.1K$108.6K-$5322026-10-13
Redwood Park Advisors LLC
DECREASED212219-7-3%$109.6K$105.6K-$4.0K2026-11-02
LFA - Lugano Financial Advisors SA
DECREASED199209-10-5%$104.6K$99.1K-$5.5K2026-11-03
Eukles Asset Management
UNCHANGED19419400%$97.1K$96.6K-$4732026-11-04
RHL Group, LLC
INCREASED18995+94+99%$47.5K$93.9K+$46.4K2026-11-04
FinArc Investments, Inc.
NEW187—+187——$93.1K—2026-10-14
Richardson Capital Management LLC
UNCHANGED18118100%$90.6K$90.1K-$4422026-10-23
Raleigh Capital Management Inc.
NEW180—+180——$89.6K—2026-10-28
MidAtlantic Capital Management, Inc.
NEW177—+177——$88.1K—2026-11-05
Miller Global Investments, LLC
INCREASED17661+115+189%$30.5K$87.6K+$57.1K2026-10-02
Gables Capital Management Inc.
UNCHANGED17017000%$85.1K$84.7K-$4142026-11-04
Hanseatic Management Services Inc
NEW150—+150——$74.7K—2026-10-27
McCarley & Cook Financial Planners
DECREASED133148-15-10%$74.1K$66.2K-$7.8K2026-10-21
Lloyd Advisory Services, Llc.
DECREASED133138-5-4%$69.1K$66.2K-$2.8K2026-11-02
Frisco Financial Planning LLC
UNCHANGED13213200%$66.1K$65.7K-$3222026-10-05
POM Investment Strategies, LLC
INCREASED129112+17+15%$56.0K$64.2K+$8.2K2026-10-20
Newton One Investments LLC
UNCHANGED11711700%$58.5K$58.3K-$2852026-10-14
Team Financial Group, LLC
NEW113—+113——$56.3K—2026-10-30
Whipplewood Advisors, LLC
DECREASED111129-18-14%$64.6K$55.3K-$9.3K2026-10-20
MeadowBrook Investment Advisors LLC
UNCHANGED11111100%$55.5K$60.7K+$5.2K2026-10-29
Advocate Investing Services LLC
UNCHANGED10010000%$50.0K$49.8K-$2442026-10-26
Pavaki Capital Management LLC
UNCHANGED10010000%$50.0K$49.8K-$2442026-10-26
William B. Walkup & Associates, Inc.
UNCHANGED10010000%$50.0K$49.8K-$2442026-11-05
Kingdom Financial Group Llc.
DECREASED96136-40-29%$68.1K$47.8K-$20.3K2026-11-04
Strategic Advocates LLC
UNCHANGED818100%$40.5K$40.3K-$1982026-11-03
Summit Securities Group LLC
DECREASED80425-345-81%$212.7K$39.8K-$172.8K2026-11-05
Essex Investment Management Co LLC
UNCHANGED767600%$38.0K$37.8K-$1862026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED707000%$35.0K$34.9K-$1702026-10-14
WestEnd Advisors, LLC
DECREASED6388-25-28%$44.0K$31.4K-$12.7K2026-10-27
Torren Management, LLC
UNCHANGED636300%$31.5K$31.4K-$1542026-10-29
Nexus Investment Management ULC
UNCHANGED616100%$30.5K$30.4K-$1492026-10-27
Mountain Hill Investment Partners Corp.
UNCHANGED545400%$26.8K$26.6K-$1312026-10-23
Livelsberger Financial Advisory
NEW50—+50——$24.9K—2026-10-28
Montgomery Financial Services LLC
UNCHANGED505000%$25.0K$24.9K-$1222026-11-03
Gen-Wealth Partners Inc
DECREASED3881-43-53%$40.5K$18.9K-$21.6K2026-11-04
Transce3nd, LLC
NEW34—+34——$18.3K—2026-10-26
PayPay Securities Corp
INCREASED3029+1+3%$14.5K$14.9K+$4282026-10-27
Midwest Capital Advisors, LLC
UNCHANGED303000%$15.0K$14.9K-$732026-11-04
Smallwood Wealth Investment Management, LLC
INCREASED2926+3+12%$13.0K$14.4K+$1.4K2026-10-30
Frankly Finances, LLC
UNCHANGED272700%$13.5K$13.4K-$662026-10-28
CFG Wealth Management Services, Inc.
NEW25—+25——$12.5K—2026-10-21
Inspire Investing, LLC
UNCHANGED252500%$12.5K$12.4K-$612026-10-22
Decker Retirement Planning Inc.
DECREASED2283-61-73%$41.5K$11.0K-$30.6K2026-10-19
Catherine Avery Investment Management LLC
UNCHANGED222200%$11.0K$11.0K-$542026-10-14
NorthAvenue LLC
UNCHANGED202000%$10.0K$10.0K-$492026-10-29
Caitong International Asset Management Co., Ltd
DECREASED62,843-2,837-100%$1.4M$3.0K-$1.4M2026-10-29
Networth Advisors, LLC
UNCHANGED6600%$3.0K$3.0K-$142026-11-03
Reyes Financial Architecture, Inc.
UNCHANGED6600%$3.0K$3.0K-$142026-10-22
FNY Investment Advisers, LLC
INCREASED21+1+100%$0$0$02026-10-16
iA Global Asset Management Inc.
CLOSED032,143-32,143-100%$16.1M$0-$16.1M2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED024,714-24,714-100%$12.4M$0-$12.4M2026-10-16
Hofer & Associates. Inc
CLOSED011,278-11,278-100%$5.6M$0-$5.6M2026-10-13
Oak Thistle LLC
CLOSED010,236-10,236-100%$5.1M$0-$5.1M2026-10-21
Wellington Shields & Co., LLC
CLOSED09,225-9,225-100%$4.6M$0-$4.6M2026-11-03
Wellington Shields Capital Management, LLC
CLOSED05,669-5,669-100%$2.8M$0-$2.8M2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED03,213-3,213-100%$1.6M$0-$1.6M2026-10-27
BlueChip Wealth Advisors LLC
CLOSED02,688-2,688-100%$1.3M$0-$1.3M2026-11-03
Axiom Investment Management LLC
CLOSED02,597-2,597-100%$1.3M$0-$1.3M2026-11-03
111 Capital
CLOSED02,079-2,079-100%$1.0M$0-$1.0M2026-11-03
Sunesis Advisors, LLC
CLOSED01,688-1,688-100%$844.7K$0-$844.7K2026-10-26
Core Wealth Management, Inc.
CLOSED01,500-1,500-100%$750.6K$0-$750.6K2026-10-22
Orca Investment Management, LLC
CLOSED01,344-1,344-100%$672.5K$0-$672.5K2026-10-29
Randall & Associates Wealth Management
CLOSED01,313-1,313-100%$657.0K$0-$657.0K2026-10-20
Pacific Capital Partners Ltd
CLOSED01,276-1,276-100%$638.5K$0-$638.5K2026-10-28
Scarborough Advisors, LLC
CLOSED01,076-1,076-100%$526.4K$0-$526.4K2026-10-16
BancFirst Trust & Investment Management
CLOSED01,047-1,047-100%$519.3K$0-$519.3K2026-10-30
Fund Evaluation Group, LLC
CLOSED01,015-1,015-100%$507.9K$0-$507.9K2026-11-05
OMC Financial Services LTD
CLOSED0910-910-100%$455.4K$0-$455.4K2026-10-19
Axim Planning & Wealth
CLOSED0898-898-100%$449.4K$0-$449.4K2026-10-28
Columbia Advisory Partners LLC
CLOSED0888-888-100%$444.3K$0-$444.3K2026-10-15
A4 Wealth Advisors LLC
CLOSED0863-863-100%$431.8K$0-$431.8K2026-10-20
Aspire Private Capital, LLC
CLOSED0816-816-100%$408.4K$0-$408.4K2026-11-05
Equita Financial Network, Inc.
CLOSED0664-664-100%$332.3K$0-$332.3K2026-10-19
Intergy Private Wealth, LLC
CLOSED0597-597-100%$298.7K$0-$298.7K2026-10-16
Verus Wealth Management, LLC
CLOSED0572-572-100%$286.2K$0-$286.2K2026-10-13
Compass Planning Associates Inc
CLOSED0526-526-100%$263.2K$0-$263.2K2026-10-13
Midwest Heritage Bank, FSB
CLOSED0516-516-100%$258.2K$0-$258.2K2026-10-26
One River Asset Management, LLC
CLOSED0506-506-100%$253.2K$0-$253.2K2026-10-21
McCarthy Asset Management, Inc.
CLOSED0499-499-100%$249.7K$0-$249.7K2026-10-20
Arlington Partners LLC
CLOSED0497-497-100%$248.7K$0-$248.7K2026-10-20
Arbor Capital Management Inc
CLOSED0483-483-100%$245.5K$0-$245.5K2026-10-21
Pioneer Wealth Management Group
CLOSED0464-464-100%$232.2K$0-$232.2K2026-10-09
Dumont & Blake Investment Advisors LLC
CLOSED0460-460-100%$230.2K$0-$230.2K2026-10-28
Concord Asset Management, LLC
CLOSED0455-455-100%$227.7K$0-$227.7K2026-11-02
Commerce Advisors, LLC
CLOSED0421-421-100%$210.7K$0-$210.7K2026-10-19
Mascagni Wealth Management, Inc.
CLOSED0411-411-100%$205.7K$0-$205.7K2026-10-23
KG Capital Management
CLOSED0410-410-100%$205.2K$0-$205.2K2026-10-15
InvesTrust
CLOSED0408-408-100%$204.2K$0-$204.2K2026-10-14
Wespac Advisors, LLC
CLOSED0402-402-100%$201.2K$0-$201.2K2026-10-26
Sensenig Capital Advisors, Inc
CLOSED0400-400-100%$200.2K$0-$200.2K2026-10-23
GuidedMoney, LLC
CLOSED0400-400-100%$200.2K$0-$200.2K2026-10-29
Spectrum Wealth Advisory Group, LLC
CLOSED0392-392-100%$196.2K$0-$196.2K2026-10-29
Solstein Capital, LLC
CLOSED0301-301-100%$150.6K$0-$150.6K2026-11-02
Robinswood Financial LLC
CLOSED0289-289-100%$144.6K$0-$144.6K2026-10-20
Sherman Asset Management, Inc.
CLOSED0260-260-100%$130.1K$0-$130.1K2026-11-05
Obsidian CIO, LLC
CLOSED0222-222-100%$111.1K$0-$111.1K2026-11-05
Bullseye Investment Management, LLC
CLOSED0150-150-100%$75.1K$0-$75.1K2026-10-29
Ball & Co Wealth Management Inc.
CLOSED0100-100-100%$50.0K$0-$50.0K2026-11-05
GF Fund Management Co. Ltd.
CLOSED022-22-100%$11.0K$0-$11.0K2026-10-26
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$4.8M$5.5M+$695.2K2026-10-29
BlackRock, Inc.
N/A—121,183,112-121,183,112-100%$60.6B———
Vanguard Capital Management LLC
N/A—118,360,180-118,360,180-100%$59.2B———
State Street Corp
N/A—75,747,788-75,747,788-100%$37.9B———
Geode Capital Management, LLC
N/A—41,525,290-41,525,290-100%$20.7B———
Morgan Stanley
N/A—26,667,029-26,667,029-100%$13.3B———
Vanguard Portfolio Management LLC
N/A—24,378,984-24,378,984-100%$12.2B———
Northern Trust Corp
N/A—15,437,812-15,437,812-100%$7.7B———
Gates Foundation Trust
N/A—14,689,844-14,689,844-100%$7.4B———
JPMorgan Chase & Co
N/A—12,973,252-12,973,252-100%$6.4B———
Charles Schwab Investment Management Inc
N/A—11,570,593-11,570,593-100%$5.8B———
FMR LLC
N/A—10,400,007-10,400,007-100%$5.2B———
Goldman Sachs Group Inc
N/A—10,242,674-10,242,674-100%$5.1B———
Vanguard Fiduciary Trust Co
N/A—10,224,113-10,224,113-100%$5.1B———
Price T Rowe Associates Inc
N/A—9,769,546-9,769,546-100%$4.9B———
H&H International Investment, LLC
N/A—9,229,696-9,229,696-100%$4.6B———
Royal Bank of Canada
N/A—8,957,085-8,957,085-100%$4.5B———
UBS Asset Management Americas LLC
N/A—8,910,509-8,910,509-100%$4.5B———
Norges Bank
N/A—8,785,259-8,785,259-100%$4.4B———
Bank of America Corp
N/A—8,535,076-8,535,076-100%$4.3B———
Legal & General Group Plc
N/A—5,578,840-5,578,840-100%$2.8B———
Nuveen, LLC
N/A—5,223,909-5,223,909-100%$2.6B———
Wells Fargo & Company
N/A—4,833,983-4,833,983-100%$2.4B———
Invesco Ltd.
N/A—4,806,945-4,806,945-100%$2.4B———
Amundi
N/A—4,709,785-4,709,785-100%$2.4B———
Barclays PLC
N/A—4,405,992-4,405,992-100%$2.2B———
UBS Group AG
N/A—4,139,212-4,139,212-100%$2.1B———
Raymond James Financial Inc
N/A—4,131,421-4,131,421-100%$2.1B———
Vanguard Global Advisers, LLC
N/A—3,928,567-3,928,567-100%$2.0B———
Swiss National Bank
N/A—3,922,485-3,922,485-100%$2.0B———
Alliancebernstein L.P.
N/A—3,623,068-3,623,068-100%$1.7B———
Wellington Management Group LLP
N/A—3,618,141-3,618,141-100%$1.8B———
LPL Financial LLC
N/A—3,501,987-3,501,987-100%$1.8B———
Canada Pension Plan Investment Board
N/A—3,497,760-3,497,760-100%$1.8B———
HSBC Holdings PLC
N/A—3,334,741-3,334,741-100%$1.7B———
Deutsche Bank Ag\
N/A—3,273,809-3,273,809-100%$1.6B———
Ameriprise Financial Inc
N/A—2,909,531-2,909,531-100%$1.5B———
Artisan Partners Limited Partnership
N/A—2,893,595-2,893,595-100%$1.4B———
Rhumbline Advisers
N/A—2,822,091-2,822,091-100%$1.4B———
National Pension Service
N/A—2,804,925-2,804,925-100%$1.4B———
Baird Financial Group, Inc.
N/A—2,750,549-2,750,549-100%$1.4B———
Capital World Investors
N/A—2,708,035-2,708,035-100%$1.4B———
Bank of Montreal
N/A—2,612,621-2,612,621-100%$1.3B———
Vanguard Asset Management, Ltd
N/A—2,587,531-2,587,531-100%$1.3B———
California Public Employees Retirement System
N/A—2,565,296-2,565,296-100%$1.3B———
HighTower Advisors, LLC
N/A—2,457,898-2,457,898-100%$1.2B———
AQR Capital Management LLC
N/A—2,379,700-2,379,700-100%$1.2B———
Two Sigma Investments, LP
N/A—2,274,395-2,274,395-100%$1.1B———
California State Teachers Retirement System
N/A—2,149,115-2,149,115-100%$1.1B———
National Bank of Canada
N/A—2,064,664-2,064,664-100%$1.0B———
D. E. Shaw & Co., Inc.
N/A—1,920,532-1,920,532-100%$961.0M———
BNP Paribas Financial Markets
N/A—1,911,285-1,911,285-100%$956.4M———
Neuberger Berman Group LLC
N/A—1,902,101-1,902,101-100%$951.4M———
New York State Common Retirement Fund
N/A—1,874,607-1,874,607-100%$938.0M———
Caisse de Depot ET Placement DU Quebec
N/A—1,802,377-1,802,377-100%$901.9M———
First Manhattan Co. Llc.
N/A—1,777,769-1,777,769-100%$889.6M———
Adage Capital Partners GP, L.L.C.
N/A—1,615,069-1,615,069-100%$808.2M———
Capital Research Global Investors
N/A—1,568,457-1,568,457-100%$784.8M———
State Board of Administration of Florida Retirement System
N/A—1,555,783-1,555,783-100%$778.5M———
Quantinno Capital Management LP
N/A—1,418,697-1,418,697-100%$709.9M———
Prudential Financial Inc
N/A—1,405,743-1,405,743-100%$703.4M———
Focus Partners Wealth
N/A—1,357,513-1,357,513-100%$679.3M———
Chevy Chase Trust Holdings, LLC
N/A—1,313,109-1,313,109-100%$657.1M———
Manufacturers Life Insurance Company, the
N/A—1,282,959-1,282,959-100%$642.0M———
APG Asset Management N.V.
N/A—1,256,456-1,256,456-100%$549.9M———
Canada Life Assurance Co
N/A—1,249,147-1,249,147-100%$624.0M———
Mariner, LLC
N/A—1,244,906-1,244,906-100%$622.9M———
SG Americas Securities, LLC
N/A—1,240,026-1,240,026-100%$620.5M———
Envestnet Asset Management Inc
N/A—1,219,767-1,219,767-100%$610.4M———
Osaic Holdings, Inc.
N/A—1,219,086-1,219,086-100%$610.0M———
Acadian Asset Management LLC
N/A—1,200,239-1,200,239-100%$600.6M———
Aviva PLC
N/A—1,191,796-1,191,796-100%$596.4M———
Brown Brothers Harriman & Co
N/A—1,144,496-1,144,496-100%$572.7M———
Starlite Capital Inc
N/A—1,136,852-1,136,852-100%$560.5M———
Himalaya Capital Management LLC
N/A—1,108,318-1,108,318-100%$554.6M———
Citadel Advisors LLC
N/A—1,085,742-1,085,742-100%$543.3M———
Gardner Russo & Quinn LLC
N/A—1,079,364-1,079,364-100%$540.1M———
PNC Financial Services Group, Inc.
N/A—1,072,535-1,072,535-100%$536.7M———
Captrust Financial Advisors
N/A—1,065,734-1,065,734-100%$533.3M———
London Co of Virginia
N/A—1,062,527-1,062,527-100%$531.7M———
Danske Bank A/S
N/A—1,060,936-1,060,936-100%$530.9M———
FIL Ltd
N/A—1,060,115-1,060,115-100%$530.5M———
Franklin Resources Inc
N/A—1,058,210-1,058,210-100%$529.5M———
Voya Investment Management LLC
N/A—1,030,584-1,030,584-100%$515.7M———
Russell Investments Group, Ltd.
N/A—1,029,361-1,029,361-100%$515.0M———
Natixis Advisors, LLC
N/A—1,020,091-1,020,091-100%$510.4M———
Cetera Investment Advisers
N/A—1,013,879-1,013,879-100%$507.3M———
Brown Advisory Inc
N/A—987,024-987,024-100%$493.9M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—972,879-972,879-100%$486.8M———
Rathbones Group PLC
N/A—964,265-964,265-100%$482.5M———
Royal London Asset Management LTD
N/A—943,362-943,362-100%$472.0M———
Korea Investment Corp
N/A—921,095-921,095-100%$460.9M———
Douglass Winthrop Advisors, LLC
N/A—905,642-905,642-100%$453.2M———
Credit Agricole S A
N/A—879,880-879,880-100%$440.3M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—876,730-876,730-100%$438.7M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—872,850-872,850-100%$434.0M———
Schroder Investment Management Group
N/A—868,688-868,688-100%$430.9M———
Ensign Peak Advisors, Inc
N/A—855,485-855,485-100%$428.1M———
Cerity Partners LLC
N/A—842,055-842,055-100%$421.4M———
Hudson Bay Capital Management LP
N/A—818,279-818,279-100%$409.5M———
Stifel Financial Corp
N/A—803,186-803,186-100%$401.9M———
Treasurer of the State of North Carolina
N/A—793,258-793,258-100%$396.9M———
Qube Research & Technologies Ltd
N/A—781,970-781,970-100%$391.3M———
Jones Financial Companies Lllp
N/A—778,207-778,207-100%$388.2M———
State of Wisconsin Investment Board
N/A—747,711-747,711-100%$374.1M———
Davis Selected Advisers
N/A—738,433-738,433-100%$369.5M———
Public Employees Retirement System of Ohio
N/A—727,588-727,588-100%$364.1M———
CIBC World Market Inc.
N/A—710,729-710,729-100%$355.6M———
Carmignac Gestion
N/A—704,407-704,407-100%$352.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—685,412-685,412-100%$343.0M———
CIBC Bancorp USA Inc.
N/A—684,375-684,375-100%$342.3M———
PFA Pension, Forsikringsaktieselskab
N/A—677,815-677,815-100%$339.2M———
Fayez Sarofim & Co
N/A—677,492-677,492-100%$339.0M———
TD Asset Management Inc
N/A—677,218-677,218-100%$338.9M———
Scotia Capital Inc.
N/A—676,311-676,311-100%$338.4M———
NewEdge Advisors, LLC
N/A—668,204-668,204-100%$334.4M———
Vanguard Investments Australia, Ltd.
N/A—665,683-665,683-100%$333.1M———
Toronto Dominion Bank
N/A—620,623-620,623-100%$310.5M———
State of Tennessee, Department of Treasury
N/A—617,646-617,646-100%$309.1M———
Rockefeller Capital Management L.P.
N/A—604,069-604,069-100%$302.3M———
Allianz Asset Management GmbH
N/A—592,421-592,421-100%$296.4M———
Mercer Global Advisors Inc
N/A—592,066-592,066-100%$296.3M———
Squarepoint Ops LLC
N/A—591,348-591,348-100%$295.9M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—589,802-589,802-100%$295.1M———
Millennium Management LLC
N/A—587,670-587,670-100%$294.1M———
SWF LLC
N/A—584,092-584,092-100%$292.3M———
American Century Companies Inc
N/A—576,554-576,554-100%$288.5M———
Rafferty Asset Management, LLC
N/A—563,804-563,804-100%$282.1M———
Federation des caisses Desjardins du Quebec
N/A—560,539-560,539-100%$280.5M———
KLP Kapitalforvaltning AS
N/A—559,933-559,933-100%$280.2M———
Public Sector Pension Investment Board
N/A—556,495-556,495-100%$278.5M———
Empower Advisory Group, LLC
N/A—553,421-553,421-100%$276.9M———
Capital International Investors
N/A—546,993-546,993-100%$273.7M———
Janney Montgomery Scott LLC
N/A—538,783-538,783-100%$269.6M———
Nomura Asset Management Co LTD
N/A—530,937-530,937-100%$265.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—530,225-530,225-100%$265.3M———
Holocene Advisors, LP
N/A—527,000-527,000-100%$263.7M———
Handelsbanken Fonder AB
N/A—522,748-522,748-100%$261.6K———
Teacher Retirement System of Texas
N/A—502,536-502,536-100%$251.5M———
Pathstone Holdings, LLC
N/A—495,630-495,630-100%$248.3M———
Blair William & Co
N/A—483,586-483,586-100%$242.0M———
Graham Holdings Co
N/A—481,920-481,920-100%$241.1M———
Barr E S & Co
N/A—481,709-481,709-100%$241.0M———
Clearbridge Investments, LLC
N/A—477,685-477,685-100%$239.0M———
SEI Investments Co
N/A—471,309-471,309-100%$235.8M———
Findlay Park Partners LLP
N/A—468,716-468,716-100%$234.5M———
Omers Administration Corp
N/A—454,913-454,913-100%$227.6M———
Tredje Ap-fonden
N/A—450,065-450,065-100%$225.2M———
Northwestern Mutual Wealth Management Co
N/A—445,157-445,157-100%$222.8M———
Victory Capital Management Inc
N/A—440,045-440,045-100%$220.2M———
River Road Asset Management, LLC
N/A—432,323-432,323-100%$216.3M———
Quadrature Capital Ltd
N/A—429,875-429,875-100%$215.1M———
Balyasny Asset Management L.P.
N/A—424,841-424,841-100%$212.6M———
BNP Paribas Asset Management Holding S.A.
N/A—423,217-423,217-100%$211.8M———
Jane Street Group, LLC
N/A—420,574-420,574-100%$210.5M———
MetLife Investment Management, LLC
N/A—419,900-419,900-100%$210.1M———
Resona Asset Management Co.,Ltd.
N/A—416,096-416,096-100%$207.8M———
Bessemer Group Inc
N/A—414,817-414,817-100%$207.6M———
MAI Capital Management
N/A—409,615-409,615-100%$205.0M———
Life Cycle Investment Partners Ltd
N/A—395,088-395,088-100%$197.7M———
Ossiam
N/A—393,540-393,540-100%$196.9M———
VAN Lanschot Kempen Investment Management N.V.
N/A—392,413-392,413-100%$196.4M———
Bartlett & Co. Wealth Management LLC
N/A—391,026-391,026-100%$195.7M———
Marshall Wace, LLP
N/A—390,170-390,170-100%$195.2M———
Evelyn Partners Group Ltd
N/A—389,406-389,406-100%$194.9M———
Beacon Pointe Advisors, LLC
N/A—384,143-384,143-100%$192.2M———
Worldquant Millennium Advisors LLC
N/A—378,132-378,132-100%$189.2M———
Woodline Partners LP
N/A—374,884-374,884-100%$187.6M———
DnB Asset Management AS
N/A—369,554-369,554-100%$184.9M———
Bridges Investment Management Inc
N/A—362,572-362,572-100%$181.4M———
Davis Asset Management, L.P.
N/A—354,216-354,216-100%$177.2M———
Cannell & Spears LLC
N/A—346,294-346,294-100%$173.3M———
MML Investors Services, LLC
N/A—344,101-344,101-100%$172.2M———
Susquehanna International Group, LLP
N/A—336,205-336,205-100%$168.2M———
Nordea Investment Management AB
N/A—322,069-322,069-100%$160.1M———
Blue Sparrow, LLC
N/A—315,500-315,500-100%$157.9M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—312,852-312,852-100%$156.5M———
Nykredit A/S
N/A—307,023-307,023-100%$153.6M———
First Trust Advisors LP
N/A—306,628-306,628-100%$153.4M———
O'shaughnessy Asset Management, LLC
N/A—304,950-304,950-100%$152.6M———
DV Trading LLC
N/A—302,712-302,712-100%$151.5M———
Timucuan Asset Management Inc
N/A—302,128-302,128-100%$151.2M———
Ruane, Cunniff & Goldfarb L.P.
N/A—300,672-300,672-100%$150.5M———
AE Wealth Management LLC
N/A—298,883-298,883-100%$149.6M———
United American Securities Inc. (d/b/a UAS Asset Management)
N/A—296,964-296,964-100%$148.6M———
Tidal Investments LLC
N/A—291,068-291,068-100%$145.6M———
Private Advisor Group, LLC
N/A—290,949-290,949-100%$145.6M———
1832 Asset Management L.P.
N/A—289,781-289,781-100%$145.0M———
CIBC Capital Markets (Europe) S.A.
N/A—289,632-289,632-100%$144.9M———
Police & Firemen's Retirement System of New Jersey
N/A—279,462-279,462-100%$139.8M———
Commerce Bank
N/A—278,038-278,038-100%$139.1M———
Southeast Asset Advisors, LLC
N/A—276,864-276,864-100%$138.5M———
M&T Bank Corp
N/A—276,438-276,438-100%$138.3M———
HRT Financial LP
N/A—274,557-274,557-100%$137.4M———
Semper Augustus Investments Group LLC
N/A—273,145-273,145-100%$136.7M———
IEQ Capital, LLC
N/A—272,201-272,201-100%$136.2M———
Weitz Investment Management, Inc.
N/A—271,600-271,600-100%$135.9M———
Bristol John W & Co Inc
N/A—267,976-267,976-100%$134.1M———
Dixon Mitchell Investment Counsel Inc.
N/A—267,762-267,762-100%$134.1M———
United Capital Financial Advisors, LLC
N/A—266,085-266,085-100%$133.1M———
Wallace Capital Management Inc.
N/A—263,465-263,465-100%$131.8M———
Macquarie Group LTD
N/A—258,053-258,053-100%$129.1M———
Bradley Foster & Sargent Inc
N/A—257,503-257,503-100%$128.9M———
EP Wealth Advisors, LLC
N/A—255,949-255,949-100%$128.1M———
Rwwm, Inc.
N/A—255,944-255,944-100%$128.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—255,806-255,806-100%$128.0M———
Davis R M Inc
N/A—255,728-255,728-100%$128.0M———
Evercore Wealth Management, LLC
N/A—251,501-251,501-100%$125.8M———
Paralel Advisors LLC
N/A—251,000-251,000-100%$125.6M———
Storebrand Asset Management AS
N/A—250,543-250,543-100%$125.4M———
Vanguard Personalized Indexing Management, LLC
N/A—248,941-248,941-100%$124.6M———
Giverny Capital Inc.
N/A—248,447-248,447-100%$124.3M———
Sequoia Financial Advisors, LLC
N/A—247,243-247,243-100%$123.7M———
Bank of Nova Scotia
N/A—244,562-244,562-100%$122.4M———
Whittier Trust Co
N/A—237,942-237,942-100%$120.5M———
Menora Mivtachim Holdings Ltd.
N/A—237,776-237,776-100%$119.0M———
Cheviot Value Management, LLC
N/A—237,670-237,670-100%$118.9M———
Northstar Group, Inc.
N/A—235,982-235,982-100%$118.1M———
&partners
N/A—234,928-234,928-100%$117.6M———
Utah Retirement Systems
N/A—233,917-233,917-100%$117.0M———
Vident Advisory, LLC
N/A—231,765-231,765-100%$116.0M———
Huntington National Bank
N/A—226,512-226,512-100%$113.3M———
Capital Fund Management S.A.
N/A—221,197-221,197-100%$110.7M———
USS Investment Management Ltd
N/A—220,802-220,802-100%$110.5M———
Steward Partners Investment Advisory, LLC
N/A—220,339-220,339-100%$110.3M———
Waverly Advisors, LLC
N/A—219,872-219,872-100%$110.0M———
Man Group plc
N/A—219,771-219,771-100%$110.0M———
Mutual Advisors, LLC
N/A—216,080-216,080-100%$108.1M———
Schwerin Boyle Capital Management Inc
N/A—213,066-213,066-100%$106.6M———
Wealthfront Advisers LLC
N/A—212,601-212,601-100%$106.4M———
British Columbia Investment Management Corp
N/A—208,500-208,500-100%$104.3M———
Great Lakes Advisors, LLC
N/A—208,361-208,361-100%$104.3M———
HM Payson & Co
N/A—207,870-207,870-100%$104.0M———
QRG Capital Management, Inc.
N/A—207,387-207,387-100%$103.8M———
Sound Shore Management Inc
N/A—203,903-203,903-100%$102.0M———
Cresset Asset Management, LLC
N/A—203,526-203,526-100%$101.8M———
Jacobi Capital Management LLC
N/A—203,293-203,293-100%$101.7M———
Jupiter Topco LLC
N/A—203,103-203,103-100%$101.6M———
JRM Investment Counsel, LLC
N/A—202,508-202,508-100%$101.3M———
Staley Capital Advisers Inc
N/A—202,111-202,111-100%$101.1M———
Iron Gate Global Advisors LLC
N/A—200,882-200,882-100%$100.5M———
Savant Capital, LLC
N/A—198,549-198,549-100%$100.6M———
S&G Foundation
N/A—198,400-198,400-100%$99.3M———
Pangea Capital Gestao de Recursos Ltda.
N/A—198,007-198,007-100%$99.1M———
Capstone Investment Advisors, LLC
N/A—197,358-197,358-100%$98.8M———
Tocqueville Asset Management L.P.
N/A—197,261-197,261-100%$98.7M———
Panagora Asset Management Inc
N/A—192,078-192,078-100%$96.1M———
Daniel Investment Group, Inc.
N/A—190,681-190,681-100%$95.4M———
Ilmarinen Mutual Pension Insurance Co
N/A—188,840-188,840-100%$94.5M———
Klingenstein Fields & Co LP
N/A—187,993-187,993-100%$94.1M———
Eurizon Capital SGR S.p.A.
N/A—187,719-187,719-100%$93.8M———
Nissay Asset Management Corp N
N/A—184,749-184,749-100%$92.4M———
Equitable Holdings, Inc.
N/A—183,949-183,949-100%$92.0M———
Zurich Insurance Group Ltd
N/A—181,771-181,771-100%$91.0M———
Aberdeen Group plc
N/A—179,753-179,753-100%$89.9M———
Scharf Investments, LLC
N/A—178,328-178,328-100%$89.2M———
Glenmede Trust Co NA
N/A—175,698-175,698-100%$87.9M———
Public Employees Retirement Association of Colorado
N/A—175,488-175,488-100%$87.8M———
Ingalls & Snyder LLC
N/A—172,476-172,476-100%$86.3M———
Marex Group Ltd
N/A—172,132-172,132-100%$86.1M———
Epoch Investment Partners, Inc.
N/A—171,736-171,736-100%$85.9M———
Summit Financial, LLC
N/A—170,686-170,686-100%$85.4M———
Moneta Group Investment Advisors LLC
N/A—166,284-166,284-100%$83.2M———
Vaughan Nelson Investment Management, L.P.
N/A—165,797-165,797-100%$83.0M———
S&CO Inc
N/A—164,075-164,075-100%$82.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—163,729-163,729-100%$81.9M———
UMB Bank, n.a.
N/A—161,216-161,216-100%$80.7M———
Allworth Financial LP
N/A—160,529-160,529-100%$80.3M———
Miller Investment Management, LP
N/A—158,746-158,746-100%$79.4M———
Nomura Holdings Inc
N/A—150,981-150,981-100%$75.5M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—150,596-150,596-100%$75.3M———
Empowered Funds, LLC
N/A—150,255-150,255-100%$75.2M———
Fairview Capital Investment Management, LLC
N/A—146,824-146,824-100%$73.5M———
Peapack Gladstone Financial Corp
N/A—146,688-146,688-100%$73.4M———
Banco Santander, S.A.
N/A—146,388-146,388-100%$73.3M———
St. James Investment Company, LLC
N/A—146,051-146,051-100%$73.1M———
Bronte Capital Management Pty Ltd.
N/A—145,847-145,847-100%$73.0M———
Allstate Corp
N/A—145,398-145,398-100%$72.8M———
Teachers Retirement System of the State of Kentucky
N/A—143,766-143,766-100%$71.9M———
Mizuho Securities USA LLC
N/A—143,529-143,529-100%$71.8M———
Fiduciary Management Inc
N/A—143,322-143,322-100%$71.7M———
Merit Financial Group, LLC
N/A—142,576-142,576-100%$71.3M———
Atlantic Union Bankshares Corp
N/A—140,986-140,986-100%$70.5M———
Magellan Asset Management Ltd
N/A—139,845-139,845-100%$70.0M———
Performance Wealth Partners, LLC
N/A—139,692-139,692-100%$69.9M———
Horizon Investments, LLC
N/A—137,802-137,802-100%$69.0M———
Investment Management Corp of Ontario
N/A—137,391-137,391-100%$68.7M———
Pacer Advisors, Inc.
N/A—136,872-136,872-100%$68.5M———
Prana Capital Management, LP
N/A—136,632-136,632-100%$68.4M———
Trexquant Investment LP
N/A—136,559-136,559-100%$68.3M———
Elgethun Capital Management
N/A—135,910-135,910-100%$68.0M———
Advisors Capital Management, LLC
N/A—135,618-135,618-100%$67.9M———
Silvercrest Asset Management Group LLC
N/A—135,253-135,253-100%$67.7M———
Clearstead Advisors, LLC
N/A—133,487-133,487-100%$66.8M———
Soros Fund Management LLC
N/A—133,277-133,277-100%$66.7M———
Aptus Capital Advisors, LLC
N/A—132,231-132,231-100%$66.2M———
Purpose Unlimited Inc.
N/A—131,247-131,247-100%$65.7M———
RiverFront Investment Group, LLC
N/A—129,269-129,269-100%$64.7M———
Thomasville National Bank
N/A—128,242-128,242-100%$64.2M———
Thoroughbred Financial Services, LLC
N/A—128,213-128,213-100%$23.0K———
CI Investments Inc.
N/A—127,588-127,588-100%$63.8M———
Jacobs Levy Equity Management, Inc
N/A—127,493-127,493-100%$63.8M———
Whittier Trust Co of Nevada Inc
N/A—126,759-126,759-100%$63.9M———
Independent Advisor Alliance
N/A—126,451-126,451-100%$63.3M———
First National Bank of Omaha
N/A—125,208-125,208-100%$62.4M———
Voloridge Investment Management, LLC
N/A—124,774-124,774-100%$62.4M———
SouthState Bank Corp
N/A—123,246-123,246-100%$61.7M———
GoodHaven Capital Management, LLC
N/A—122,672-122,672-100%$61.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—121,351-121,351-100%$60.7M———
Roundview Capital LLC
N/A—120,454-120,454-100%$60.3M———
Fiduciary Trust Co
N/A—120,252-120,252-100%$60.2M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—119,328-119,328-100%$59.7M———
NS Partners Ltd
N/A—119,182-119,182-100%$59.6M———
Lafayette Investments, Inc.
N/A—118,489-118,489-100%$59.3M———
Arax Advisory Partners
N/A—116,509-116,509-100%$58.3M———
Kentucky Retirement Systems
N/A—116,440-116,440-100%$58.3M———
Capital Advisors Inc
N/A—116,281-116,281-100%$58.2M———
Destination Wealth Management
N/A—114,698-114,698-100%$57.4M———
Mufg Securities Emea plc
N/A—114,445-114,445-100%$57.3M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—113,154-113,154-100%$56.6M———
ST Germain D J Co Inc
N/A—112,471-112,471-100%$56.3M———
Cook & Bynum Capital Management, LLC
N/A—110,671-110,671-100%$55.4M———
Prudential PLC
N/A—110,255-110,255-100%$55.2M———
Lazard Asset Management LLC
N/A—110,213-110,213-100%$55.1M———
Johnson Investment Counsel Inc
N/A—109,426-109,426-100%$54.8M———
Sfmg, LLC
N/A—109,129-109,129-100%$54.6M———
GenTrust, LLC
N/A—108,660-108,660-100%$54.4M———
Arrowstreet Capital, Limited Partnership
N/A—108,048-108,048-100%$54.1M———
South Dakota Investment Council
N/A—107,973-107,973-100%$54.0M———
Modern Wealth Management, LLC
N/A—107,510-107,510-100%$53.8M———
Avenir Corp
N/A—107,115-107,115-100%$53.6M———
First Foundation Advisors
N/A—104,602-104,602-100%$52.3M———
Gotham Asset Management, LLC
N/A—103,053-103,053-100%$51.6M———
Tiaa Wealth Investment Management LLC
N/A—102,645-102,645-100%$51.4M———
Pinnacle Financial Partners, Inc.
N/A—102,271-102,271-100%$51.2M———
Wittenberg Investment Management, Inc.
N/A—101,513-101,513-100%$50.8M———
Tudor Investment Corp ET AL
N/A—101,297-101,297-100%$50.7M———
Maryland State Retirement & Pension System
N/A—100,185-100,185-100%$50.1M———
Heritage Wealth Advisors
N/A—98,726-98,726-100%$49.4M———
Spinnaker Trust
N/A—98,136-98,136-100%$49.1M———
Ironvine Capital Partners, LLC
N/A—98,081-98,081-100%$49.1M———
Shapiro Capital Management LLC
N/A—97,958-97,958-100%$49.0M———
Polar Capital Holdings Plc
N/A—97,908-97,908-100%$49.0M———
Aquamarine Zurich AG
N/A—97,600-97,600-100%$48.8K———
Saudi Central Bank
N/A—97,351-97,351-100%$48.7M———
Schonfeld Strategic Advisors LLC
N/A—97,220-97,220-100%$48.6M———
WCG Wealth Advisors LLC
N/A—96,942-96,942-100%$48.5M———
Portland Investment Counsel Inc.
N/A—96,477-96,477-100%$48.3M———
Ancora Advisors LLCA
N/A—95,987-95,987-100%$48.0M———
Orion Porfolio Solutions, LLC
N/A—95,806-95,806-100%$47.9M———
Danica Pension, Livsforsikringsaktieselskab
N/A—95,148-95,148-100%$47.6M———
TriCert Investment Counsel Inc.
N/A—94,873-94,873-100%$47.5M———
Claret Asset Management Corp
N/A—94,564-94,564-100%$47.3M———
Mediolanum International Funds Ltd
N/A—93,586-93,586-100%$46.4M———
One Charles Private Wealth Services, LLC
N/A—92,896-92,896-100%$46.5M———
Curi Capital, LLC
N/A—92,674-92,674-100%$46.4M———
Templeton & Phillips Capital Management, LLC
N/A—92,232-92,232-100%$46.2M———
Transcend Capital Advisors, LLC
N/A—92,044-92,044-100%$46.1M———
Woodbridge Co LTD
N/A—91,969-91,969-100%$46.0M———
Roehl & Yi Investment Advisors, LLC
N/A—90,604-90,604-100%$10.9M———
AustralianSuper Pty Ltd
N/A—90,269-90,269-100%$45.2M———
Freestone Capital Holdings, LLC
N/A—89,749-89,749-100%$44.9M———
Beck Mack & Oliver LLC
N/A—88,039-88,039-100%$44.1M———
Nearwater Capital Markets, Ltd
N/A—88,000-88,000-100%$44.0M———
Daiichi Life Insurance Co., Ltd.
N/A—87,899-87,899-100%$44.0M———
Fairholme Capital Management LLC
N/A—87,852-87,852-100%$44.0M———
LGT Group Foundation
N/A—87,743-87,743-100%$43.9M———
Integrated Wealth Concepts LLC
N/A—86,505-86,505-100%$43.3M———
Insigneo Advisory Services, LLC
N/A—85,570-85,570-100%$42.8M———
Martingale Asset Management L P
N/A—85,344-85,344-100%$42.7M———
Red Door Wealth Management, LLC
N/A—83,979-83,979-100%$42.0M———
Wealthspire Advisors, LLC
N/A—83,596-83,596-100%$41.8M———
Summit Trail Advisors, LLC
N/A—83,243-83,243-100%$41.7M———
Gamco Investors, Inc. ET AL
N/A—83,005-83,005-100%$41.5M———
PYA Waltman Capital, LLC
N/A—82,464-82,464-100%$41.3M———
American Financial Advisors, LLC
N/A—82,084-82,084-100%$41.1M———
Sagewood Asset Management LP
N/A—81,754-81,754-100%$40.9M———
Wharton Business Group, LLC
N/A—81,672-81,672-100%$40.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—80,917-80,917-100%$40.5M———
Greenbrier Partners Capital Management, LLC
N/A—80,435-80,435-100%$40.2M———
Trajan Wealth LLC
N/A—80,279-80,279-100%$40.2M———
Painted Porch Advisors LLC
N/A—79,927-79,927-100%$39.7M———
Cary Street Partners Financial LLC
N/A—79,893-79,893-100%$40.0M———
ExodusPoint Capital Management, LP
N/A—79,544-79,544-100%$39.8M———
Greenline Partners, LLC
N/A—79,245-79,245-100%$39.7M———
Texas Yale Capital Corp.
N/A—78,609-78,609-100%$39.3M———
Bleakley Financial Group, LLC
N/A—78,435-78,435-100%$39.2M———
Western Wealth Management, LLC
N/A—78,286-78,286-100%$39.2M———
Pinebridge Investments LLC
N/A—77,755-77,755-100%$38.9M———
Stephens Inc
N/A—77,294-77,294-100%$38.7M———
Ameritas Advisory Services, LLC
N/A—77,063-77,063-100%$38.6M———
Composition Wealth, LLC
N/A—76,994-76,994-100%$38.5M———
Westwood Holdings Group Inc
N/A—76,633-76,633-100%$38.3M———
Optiver Holding B.V.
N/A—76,507-76,507-100%$38.3M———
Bluespring Wealth Management, LLC
N/A—76,178-76,178-100%$38.1M———
Aviso Financial Inc.
N/A—76,076-76,076-100%$38.1M———
Becker Capital Management Inc
N/A—75,805-75,805-100%$37.9M———
Stratos Wealth Partners, Ltd.
N/A—75,013-75,013-100%$37.5M———
Nicolet Bankshares Inc
N/A—74,391-74,391-100%$37.6M———
Advisory Services Network, LLC
N/A—73,749-73,749-100%$36.9M———
Norinchukin Bank, The
N/A—73,026-73,026-100%$36.5M———
Mizuho Markets Americas LLC
N/A—73,000-73,000-100%$36.5M———
Ruffer LLP
N/A—72,990-72,990-100%$36.5M———
Coldstream Capital Management Inc
N/A—72,409-72,409-100%$36.2M———
First Financial Bankshares Inc
N/A—72,169-72,169-100%$36.1M———
Caprock Group, LLC
N/A—72,163-72,163-100%$36.1M———
Chilton Investment Co Inc.
N/A—71,884-71,884-100%$36.0M———
Hutchinson Capital Management
N/A—71,609-71,609-100%$35.8M———
Diversified Trust Co
N/A—70,140-70,140-100%$35.1M———
XTX Topco Ltd
N/A—70,039-70,039-100%$35.0M———
Hamilton Capital Partners Inc.
N/A—69,932-69,932-100%$35.0M———
Baltimore-Washington Financial Advisors, Inc.
N/A—69,802-69,802-100%$34.9M———
ProVise Management Group, LLC
N/A—69,719-69,719-100%$34.9M———
Shufro Rose & Co LLC
N/A—69,045-69,045-100%$34.5M———
Avalon Trust Co
N/A—68,968-68,968-100%$34.5M———
Capitolis Liquid Global Markets LLC
N/A—68,444-68,444-100%$34.2M———
Meeder Asset Management Inc
N/A—68,216-68,216-100%$34.1M———
Rothschild Investment LLC
N/A—68,150-68,150-100%$34.1M———
Choate Investment Advisors
N/A—67,929-67,929-100%$34.0M———
First Eagle Investment Management, LLC
N/A—67,626-67,626-100%$33.8M———
Van Hulzen Asset Management, LLC
N/A—67,274-67,274-100%$33.7M———
QVT Financial LP
N/A—67,124-67,124-100%$33.6M———
Segall Bryant & Hamill, LLC
N/A—66,573-66,573-100%$33.3M———
Geneos Wealth Management Inc.
N/A—65,862-65,862-100%$33.0M———
RWA Wealth Partners, LLC
N/A—65,814-65,814-100%$32.9M———
Edmond de Rothschild Holding S.A.
N/A—65,742-65,742-100%$32.9M———
Callan Family Office, LLC
N/A—64,907-64,907-100%$32.5M———
Dakota Wealth Management
N/A—64,892-64,892-100%$32.5M———
Jefferies Financial Group Inc.
N/A—64,885-64,885-100%$32.5M———
NewEdge Wealth, LLC
N/A—64,512-64,512-100%$32.3M———
Evernest Financial Advisors, LLC
N/A—64,421-64,421-100%$32.2M———
Stonebridge Financial Group, LLC
N/A—62,438-62,438-100%$31.2M———
Valmark Advisers, Inc.
N/A—62,404-62,404-100%$31.2M———
FJ Investments, LLC
N/A—62,288-62,288-100%$31.2M———
OneDigital Investment Advisors LLC
N/A—62,126-62,126-100%$31.1M———
Shelton Capital Management
N/A—62,082-62,082-100%$31.1M———
Front Street Capital Management, Inc.
N/A—61,247-61,247-100%$30.8M———
Callahan Advisors, LLC
N/A—61,073-61,073-100%$30.6M———
Voleon Capital Management LP
N/A—61,066-61,066-100%$30.6M———
Benjamin Edwards Inc
N/A—60,204-60,204-100%$30.1M———
Summitry LLC
N/A—60,035-60,035-100%$30.0M———
Metis Global Partners, LLC
N/A—59,868-59,868-100%$30.0M———
Arkadios Wealth Advisors
N/A—59,228-59,228-100%$29.6M———
Elo Mutual Pension Insurance Co
N/A—59,033-59,033-100%$29.5M———
Zuckerman Investment Group, LLC
N/A—58,930-58,930-100%$29.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—58,780-58,780-100%$29.4M———
Weiss Asset Management LP
N/A—58,646-58,646-100%$29.3M———
Boston Family Office LLC
N/A—57,497-57,497-100%$28.8M———
W1m Asset Management Ltd
N/A—57,305-57,305-100%$28.7M———
World Investment Advisors
N/A—57,018-57,018-100%$27.4M———
Focus Partners Advisor Solutions, LLC
N/A—56,205-56,205-100%$28.1M———
Principal Securities, Inc.
N/A—56,135-56,135-100%$28.1M———
RBO & Co LLC
N/A—55,961-55,961-100%$28.0M———
Kemnay Advisory Services Inc.
N/A—55,690-55,690-100%$27.9M———
LGT Fund Management Co Ltd.
N/A—55,425-55,425-100%$27.7M———
Ostrum Asset Management
N/A—55,291-55,291-100%$27.7M———
Mufg Securities Americas Inc.
N/A—55,217-55,217-100%$27.6M———
Bridgeway Capital Management, LLC
N/A—55,216-55,216-100%$27.6M———
Unconventional Investor, LLC
N/A—55,186-55,186-100%$27.6M———
Purkiss Capital Advisors LLC
N/A—55,145-55,145-100%$27.6M———
Cabot Wealth Management Inc
N/A—55,103-55,103-100%$27.6M———
Elkhorn Partners Limited Partnership
N/A—54,630-54,630-100%$27.3M———
Constant Guidance Financial LLC
N/A—54,572-54,572-100%$27.3M———
Snowden Capital Advisors LLC
N/A—54,486-54,486-100%$27.3M———
MAR Vista Investment Partners LLC
N/A—54,156-54,156-100%$27.1M———
Gabelli Funds LLC
N/A—54,046-54,046-100%$27.0M———
Peak Planning Group, LLC
N/A—53,838-53,838-100%$26.9M———
Brevan Howard Capital Management LP
N/A—53,556-53,556-100%$26.8M———
Hunter Perkins Capital Management, LLC
N/A—53,470-53,470-100%$26.8K———
Progeny 3, Inc.
N/A—53,239-53,239-100%$26.6M———
BCV Asset Management Inc.
N/A—53,236-53,236-100%$26.5M———
Truvestments Capital LLC
N/A—53,198-53,198-100%$26.6M———
Fiduciary Group, LLC
N/A—52,739-52,739-100%$26.4M———
Empirical Finance, LLC
N/A—52,310-52,310-100%$26.2M———
LM Advisors LLC
N/A—52,278-52,278-100%$26.1M———
Presidio Capital Management, LLC
N/A—51,962-51,962-100%$26.0M———
Pioneer Trust Bank N A
N/A—51,694-51,694-100%$25.9M———
Ritholtz Wealth Management
N/A—51,691-51,691-100%$25.9M———
Cornerstone Advisory, LLC
N/A—51,523-51,523-100%$25.8M———
Georgetown University
N/A—51,454-51,454-100%$25.7M———
Global Retirement Partners, LLC
N/A—50,916-50,916-100%$25.5M———
Mawer Investment Management Ltd.
N/A—50,850-50,850-100%$25.4M———
Menlo Advisors LLC
N/A—50,575-50,575-100%$25.3M———
Riverview Capital Advisers, LLC
N/A—50,542-50,542-100%$25.3M———
Roberts Glore & Co Inc
N/A—50,297-50,297-100%$25.2M———
Intech Investment Management LLC
N/A—50,265-50,265-100%$25.2M———
Sierra Capital LLC
N/A—49,402-49,402-100%$24.7M———
BTG Pactual Asset Management US LLC
N/A—49,371-49,371-100%$24.7M———
Pallas Capital Advisors LLC
N/A—49,086-49,086-100%$24.6M———
WS Management Lllp
N/A—49,064-49,064-100%$24.6M———
Keystone Financial Group
N/A—48,819-48,819-100%$24.4M———
Savvy Advisors, Inc.
N/A—48,793-48,793-100%$24.4M———
Securian Asset Management, Inc
N/A—48,717-48,717-100%$23.9M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—48,321-48,321-100%$24.2M———
Unison Asset Management LLC
N/A—48,189-48,189-100%$24.1M———
Satovsky Asset Management LLC
N/A—48,053-48,053-100%$24.0M———
Lombard Odier Asset Management (Switzerland) SA
N/A—47,805-47,805-100%$23.9M———
Novare Capital Management LLC
N/A—47,070-47,070-100%$23.6M———
Hudson Value Partners, LLC
N/A—46,971-46,971-100%$23.5M———
Hantz Financial Services, Inc.
N/A—46,959-46,959-100%$23.5M———
Argent Trust Co
N/A—46,810-46,810-100%$23.4M———
Groupama Asset Managment
N/A—46,726-46,726-100%$23.1M———
Ballentine Partners, LLC
N/A—46,440-46,440-100%$23.2M———
Allianz SE
N/A—46,332-46,332-100%$23.2M———
Borer Denton & Associates, Inc.
N/A—46,218-46,218-100%$23.1M———
Canada Post Corp Registered Pension Plan
N/A—46,090-46,090-100%$23.1M———
Buckley Wealth Management, LLC
N/A—45,696-45,696-100%$22.9M———
LOS Angeles Capital Management LLC
N/A—45,465-45,465-100%$22.8M———
YCG, LLC
N/A—45,454-45,454-100%$22.7M———
one8zero8, LLC
N/A—45,419-45,419-100%$22.7M———
RB Capital Management, LLC
N/A—45,308-45,308-100%$22.7M———
White Knight Strategic Wealth Advisors, LLC
N/A—45,058-45,058-100%$22.5M———
DJE Kapital AG
N/A—44,930-44,930-100%$22.6M———
CIM, LLC
N/A—44,387-44,387-100%$22.2M———
NorthRock Partners, LLC
N/A—43,997-43,997-100%$22.0M———
Fiducient Advisors LLC
N/A—43,695-43,695-100%$21.9M———
Rehmann Capital Advisory Group
N/A—43,690-43,690-100%$21.9M———
RPg Family Wealth Advisory, LLC
N/A—43,432-43,432-100%$21.7M———
Parallax Volatility Advisers, L.P.
N/A—43,216-43,216-100%$21.6M———
Kingsview Wealth Management, LLC
N/A—42,838-42,838-100%$21.4M———
Wills Financial Group LLC
N/A—42,803-42,803-100%$21.4M———
Kavar Capital Partners Group, LLC
N/A—42,370-42,370-100%$20.9M———
Vestmark Advisory Solutions, Inc.
N/A—42,074-42,074-100%$21.1M———
Ally Financial Inc.
N/A—42,000-42,000-100%$21.0M———
Nwam LLC
N/A—41,609-41,609-100%$20.8M———
Aldebaran Capital, LLC
N/A—41,508-41,508-100%$20.8M———
Titan Investment Solutions Ltd
N/A—41,041-41,041-100%$20.5M———
Haverford Trust Co
N/A—40,560-40,560-100%$20.3M———
Walleye Capital LLC
N/A—40,489-40,489-100%$20.3M———
Coleford Investment Management Ltd.
N/A—40,254-40,254-100%$20.1M———
Maven Securities LTD
N/A—40,169-40,169-100%$20.1M———
Weik Capital Management
N/A—40,159-40,159-100%$20.1M———
Prosperity Consulting Group, LLC
N/A—39,980-39,980-100%$20.0M———
N.E.W. Advisory Services LLC
N/A—39,712-39,712-100%$19.9M———
Hutner Capital Management Inc
N/A—39,297-39,297-100%$19.7M———
Kiley Juergens Wealth Management, LLC
N/A—38,654-38,654-100%$19.3M———
East Coast Asset Management, Llc.
N/A—38,511-38,511-100%$19.3M———
Muhlenkamp & Co Inc
N/A—38,495-38,495-100%$19.3M———
Stock Yards Bank & Trust Co
N/A—37,978-37,978-100%$19.0M———
Cornerstone Advisors, LLC
N/A—37,892-37,892-100%$19.0M———
CCM Investment Advisers LLC
N/A—37,657-37,657-100%$18.8M———
Belpointe Asset Management LLC
N/A—37,595-37,595-100%$18.8M———
Jump Financial, LLC
N/A—37,500-37,500-100%$18.8M———
SageGuard Financial Group, LLC
N/A—37,392-37,392-100%$18.7M———
Horizon Kinetics Asset Management LLC
N/A—37,231-37,231-100%$18.6M———
IHT Wealth Management, LLC
N/A—37,110-37,110-100%$18.6M———
Capital International, Inc.
N/A—37,095-37,095-100%$18.6M———
Mission Creek Capital Partners, Inc.
N/A—36,654-36,654-100%$18.3M———
CreativeOne Wealth, LLC
N/A—36,565-36,565-100%$18.3M———
Financial Avengers, Inc.
N/A—36,539-36,539-100%$18.3M———
NorthCoast Asset Management LLC
N/A—36,511-36,511-100%$18.3M———
Meeder Advisory Services, Inc.
N/A—36,338-36,338-100%$18.2M———
Vines Capital Management, LLC
N/A—36,224-36,224-100%$18.1M———
Hayek Kallen Investment Management
N/A—36,172-36,172-100%$18.1M———
Hikari Tsushin, Inc.
N/A—36,013-36,013-100%$18.0M———
Sandy Cove Advisors, LLC
N/A—36,002-36,002-100%$18.0M———
Hi-Line Capital Management, LLC
N/A—35,777-35,777-100%$17.9M———
Gladstone Institutional Advisory LLC
N/A—35,506-35,506-100%$17.8M———
OneAscent Financial Services LLC
N/A—35,393-35,393-100%$17.7M———
Fisher Asset Management, LLC
N/A—35,194-35,194-100%$17.6M———
Anchor Investment Management, LLC
N/A—34,902-34,902-100%$17.5M———
Smartleaf Asset Management LLC
N/A—34,715-34,715-100%$17.2M———
EFG International AG
N/A—34,705-34,705-100%$17.4M———
Joel Isaacson & Co., LLC
N/A—34,688-34,688-100%$17.4M———
Great Valley Advisor Group, Inc.
N/A—34,523-34,523-100%$17.3M———
Nomura Asset Management International Inc.
N/A—34,505-34,505-100%$17.3M———
Private Wealth Asset Management, LLC
N/A—34,478-34,478-100%$17.3M———
Cahill Financial Advisors Inc
N/A—34,439-34,439-100%$17.2M———
Foundations Investment Advisors, LLC
N/A—34,437-34,437-100%$17.2M———
Beckerman Institutional, LLC
N/A—34,166-34,166-100%$17.1M———
Moors & Cabot, Inc.
N/A—34,137-34,137-100%$17.1M———
Essex Financial Services, Inc.
N/A—33,868-33,868-100%$16.9M———
Syon Capital LLC
N/A—33,847-33,847-100%$16.9M———
Harbour Investments, Inc.
N/A—33,624-33,624-100%$16.8M———
Eagle Capital Management LLC
N/A—33,220-33,220-100%$16.6M———
Castlekeep Investment Advisors LLC
N/A—32,987-32,987-100%$16.5M———
Amica Mutual Insurance Co
N/A—32,857-32,857-100%$16.4M———
WNY Asset Management, LLC
N/A—32,857-32,857-100%$16.4M———
Bulltick Wealth Management, LLC
N/A—32,541-32,541-100%$16.3M———
Pure Financial Advisors, LLC
N/A—32,512-32,512-100%$16.3M———
Pettyjohn, Wood & White, Inc
N/A—32,289-32,289-100%$16.2M———
SlateStone Wealth, LLC
N/A—32,235-32,235-100%$16.1M———
Kelman-Lazarov, Inc.
N/A—31,986-31,986-100%$16.0M———
Heron Bay Capital Management
N/A—31,940-31,940-100%$16.0M———
Massachusetts Financial Services Co
N/A—31,907-31,907-100%$16.0M———
Orbis Allan Gray Ltd
N/A—31,869-31,869-100%$15.9M———
LFL Advisers, LLC
N/A—31,691-31,691-100%$15.9M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—31,689-31,689-100%$15.9M———
Coston, McIsaac & Partners
N/A—31,458-31,458-100%$15.7M———
ABN Amro Bank N.V.
N/A—31,385-31,385-100%$15.7M———
Hancock Whitney Corp
N/A—31,320-31,320-100%$15.7M———
Guggenheim Capital LLC
N/A—31,305-31,305-100%$15.7M———
Envestnet Portfolio Solutions, Inc.
N/A—31,260-31,260-100%$15.6M———
TCW Group Inc
N/A—31,249-31,249-100%$15.6M———
Punch & Associates Investment Management, Inc.
N/A—31,198-31,198-100%$15.6M———
Siemens Fonds Invest GmbH
N/A—31,115-31,115-100%$15.6M———
Commerzbank Aktiengesellschaft
N/A—30,973-30,973-100%$15.5M———
Stratos Investment Management, LLC
N/A—30,855-30,855-100%$15.4M———
Level Four Advisory Services, LLC
N/A—30,381-30,381-100%$15.2M———
Winton Group Ltd
N/A—30,345-30,345-100%$15.2M———
HBK Sorce Advisory LLC
N/A—30,276-30,276-100%$15.7M———
Intrinsic Value Partners, LLC
N/A—30,177-30,177-100%$15.1M———
Timber Creek Capital Management LLC
N/A—30,009-30,009-100%$15.0M———
Regency Capital Management Inc.\DE
N/A—29,748-29,748-100%$14.9M———
Capital Analysts, LLC
N/A—29,474-29,474-100%$14.7M———
Financial Strategies Group, Inc.
N/A—29,330-29,330-100%$14.4M———
K.J. Harrison & Partners Inc
N/A—28,923-28,923-100%$14.5M———
Jupiter Asset Management LTD
N/A—28,908-28,908-100%$14.5M———
Baillie Gifford & Co
N/A—28,779-28,779-100%$14.4M———
Simmons Bank
N/A—28,630-28,630-100%$14.3M———
Palisade Capital Management, LP
N/A—28,551-28,551-100%$14.3M———
Smithfield Trust Co
N/A—28,533-28,533-100%$14.3M———
Bellwether Advisors, LLC
N/A—28,442-28,442-100%$14.2M———
Harbor Advisory Corp
N/A—28,270-28,270-100%$14.1M———
Canal Capital Management, LLC
N/A—27,959-27,959-100%$14.0M———
German American Bancorp, Inc.
N/A—27,912-27,912-100%$14.0M———
Fidelis Capital Partners, LLC
N/A—27,788-27,788-100%$13.9M———
Guardian Wealth Advisors, LLC / NC
N/A—27,717-27,717-100%$13.9M———
Private Advisory Group LLC
N/A—27,672-27,672-100%$13.8M———
Vestcor Inc
N/A—27,639-27,639-100%$13.8M———
EQ Wealth Advisors, LLC
N/A—27,556-27,556-100%$13.8M———
Madison Asset Management, LLC
N/A—27,243-27,243-100%$13.6M———
Kovack Advisors, Inc.
N/A—27,240-27,240-100%$13.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—27,128-27,128-100%$13.6M———
Tower Research Capital LLC (TRC)
N/A—27,096-27,096-100%$13.6M———
Annandale Capital, LLC
N/A—27,067-27,067-100%$13.5M———
Glassy Mountain Advisors, Inc.
N/A—26,945-26,945-100%$13.5M———
Spirepoint Private Client, LLC
N/A—26,939-26,939-100%$13.5M———
Ameritas Investment Partners, Inc.
N/A—26,870-26,870-100%$13.4M———
Crewe Advisors LLC
N/A—26,858-26,858-100%$13.4M———
Phoenix Financial Ltd.
N/A—26,798-26,798-100%$13.4M———
IFG Advisory, LLC
N/A—26,767-26,767-100%$13.4M———
Hollencrest Capital Management
N/A—26,766-26,766-100%$13.4M———
Flputnam Investment Management Co
N/A—26,660-26,660-100%$13.3M———
Beacon Investment Advisors LLC
N/A—26,603-26,603-100%$13.3M———
JCP Investment Management, LLCA
N/A—26,324-26,324-100%$13.2M———
Stratos Wealth Advisors, LLC
N/A—26,198-26,198-100%$13.1M———
Zhang Financial LLC
N/A—25,978-25,978-100%$13.0M———
Federated Hermes, Inc.
N/A—25,663-25,663-100%$12.8M———
Zacks Investment Management
N/A—25,635-25,635-100%$12.8M———
Harris Associates L P
N/A—25,253-25,253-100%$12.6M———
HighPoint Advisor Group LLC
N/A—25,219-25,219-100%$12.6M———
BCS Private Wealth Management, Inc.
N/A—25,118-25,118-100%$12.6M———
Colonial Trust Advisors
N/A—25,064-25,064-100%$12.5M———
Jasper Ridge Partners, L.P.
N/A—25,000-25,000-100%$12.5M———
Hilltop Holdings Inc.
N/A—24,940-24,940-100%$12.5M———
Sargent Investment Group, LLC
N/A—24,739-24,739-100%$12.4M———
Winch Advisory Services, LLC
N/A—24,731-24,731-100%$12.4M———
Financial Engines Advisors L.L.C.
N/A—24,644-24,644-100%$12.3M———
Berkshire Asset Management LLC
N/A—24,409-24,409-100%$12.2M———
Dorsey & Whitney Trust Co LLC
N/A—24,357-24,357-100%$12.2M———
Ravenstone Capital Management Inc.
N/A—24,353-24,353-100%$12.2M———
Valor Advisors LLC
N/A—24,348-24,348-100%$12.2M———
HFR Wealth Management, LLC
N/A—24,144-24,144-100%$12.1M———
SCS Capital Management LLC
N/A—24,041-24,041-100%$12.0M———
PFG Investments, LLC
N/A—23,929-23,929-100%$12.0M———
Alerus Financial NA
N/A—23,929-23,929-100%$12.0M———
TAGStone Capital, Inc.
N/A—23,836-23,836-100%$11.9M———
Osmosis Investment Management UK Ltd
N/A—23,690-23,690-100%$11.9M———
Vela Investment Management, LLC
N/A—23,618-23,618-100%$11.8M———
Mairs & Power Inc
N/A—23,590-23,590-100%$11.8M———
Walter & Keenan Wealth Management LLC
N/A—23,522-23,522-100%$11.8M———
Quattro Advisors LLC
N/A—23,424-23,424-100%$11.7M———
Mitchell Mcleod Pugh & Williams Inc
N/A—23,403-23,403-100%$11.7M———
Auxier Asset Management LLC
N/A—23,200-23,200-100%$11.6M———
Nicholson Meyer Capital Management, Inc.
N/A—23,168-23,168-100%$11.6M———
Frisch Financial Group, Inc.
N/A—23,029-23,029-100%$11.5M———
Leavell Investment Management, Inc.
N/A—23,008-23,008-100%$11.5M———
Power Alpha Investment Ltd
N/A—22,900-22,900-100%$11.5M———
Marietta Investment Partners LLC
N/A—22,818-22,818-100%$11.4M———
Rockbridge Asset Management LLC
N/A—22,730-22,730-100%$11.4M———
AR Asset Management Inc
N/A—22,722-22,722-100%$11.4M———
Burling Wealth Partners, LLC
N/A—22,670-22,670-100%$11.3M———
New Age Alpha Advisors, LLC
N/A—22,663-22,663-100%$11.3M———
Dark Forest Capital Management LP
N/A—22,596-22,596-100%$11.3M———
VAN DEN Berg Management I, Inc
N/A—22,466-22,466-100%$11.2M———
Whalerock Point Partners, LLC
N/A—22,439-22,439-100%$11.2M———
Old West Investment Management, LLC
N/A—22,326-22,326-100%$11.2M———
BFC Planning, Inc.
N/A—22,153-22,153-100%$11.1M———
Naviter Wealth, LLC
N/A—22,101-22,101-100%$11.1M———
Osprey Private Wealth LLC
N/A—22,001-22,001-100%$11.0M———
Aquatic Capital Management LLC
N/A—21,849-21,849-100%$10.9M———
Managed Asset Portfolios, LLC
N/A—21,811-21,811-100%$10.9M———
Granite Bay Wealth Management, LLC
N/A—21,718-21,718-100%$10.9M———
Atlanta Consulting Group Advisors, LLC
N/A—21,555-21,555-100%$10.8M———
Everest Financial Group LLC
N/A—21,443-21,443-100%$10.7M———
Riverstone Advisors, LLC
N/A—21,426-21,426-100%$10.7M———
Trustmark Bank Trust Department
N/A—21,423-21,423-100%$10.7M———
AlTi Global, Inc.
N/A—21,405-21,405-100%$10.7M———
IFC Advisors LLC
N/A—21,267-21,267-100%$10.6M———
Blackhill Capital Inc
N/A—21,237-21,237-100%$10.6M———
Tradition Wealth Management, LLC
N/A—21,177-21,177-100%$10.6M———
Mokan Wealth Management Inc.
N/A—21,168-21,168-100%$10.6M———
Epacria Capital Partners, LLC
N/A—21,160-21,160-100%$10.6M———
NWM Advisors, LLC
N/A—21,092-21,092-100%$10.6M———
Muirfield Wealth Advisors LLC
N/A—20,823-20,823-100%$10.4M———
SVB Wealth LLC
N/A—20,700-20,700-100%$10.4M———
Alley Investment Management Company, LLC
N/A—20,688-20,688-100%$10.4M———
Glen Eagle Advisors, LLC
N/A—20,675-20,675-100%$10.3M———
Donaldson Capital Management, LLC
N/A—20,573-20,573-100%$10.3M———
Evergreen Wealth Management, LLC
N/A—20,554-20,554-100%$10.3M———
Corsair Capital Management, L.P.
N/A—20,548-20,548-100%$10.3M———
Tevis Investment Management
N/A—20,533-20,533-100%$10.3M———
Intrust Bank NA
N/A—20,249-20,249-100%$10.1M———
Marshall Investment Management, LLC
N/A—20,218-20,218-100%$10.1M———
Heritage Trust Co
N/A—20,155-20,155-100%$10.1M———
Westerkirk Capital Inc.
N/A—20,147-20,147-100%$10.1M———
Perennial Investment Advisors, LLC
N/A—20,075-20,075-100%$10.0M———
Channel Wealth LLC
N/A—19,917-19,917-100%$10.0M———
Cantor Fitzgerald, L. P.
N/A—19,849-19,849-100%$9.9M———
AXA S.A.
N/A—19,843-19,843-100%$8.7M———
Baldwin Investment Management, LLC
N/A—19,793-19,793-100%$9.9M———
DF Dent & Co Inc
N/A—19,710-19,710-100%$9.9M———
Sand Hill Global Advisors, LLC
N/A—19,665-19,665-100%$9.8M———
Johnson Financial Group, Inc.
N/A—19,623-19,623-100%$9.8M———
Spartan Wealth Advisory Services LLC
N/A—19,623-19,623-100%$9.8M———
Trust Co of Kansas
N/A—19,539-19,539-100%$9.8M———
Stokes Family Office, LLC
N/A—19,511-19,511-100%$9.8M———
DCM Advisors, LLC
N/A—19,452-19,452-100%$9.7M———
Earned Wealth Advisors, LLC
N/A—19,368-19,368-100%$9.7M———
Frec Markets, Inc.
N/A—19,366-19,366-100%$9.7M———
Royal Capital Wealth Management, LLC
N/A—19,315-19,315-100%$9.7M———
Manhattan West Asset Management, LLC
N/A—19,263-19,263-100%$9.6M———
Envision Financial Planning, LLC
N/A—19,207-19,207-100%$9.6M———
Jaffetilchin Investment Partners, LLC
N/A—19,159-19,159-100%$9.6M———
Conway Capital Management, Inc.
N/A—19,111-19,111-100%$9.6M———
Bedel Financial Consulting, Inc.
N/A—19,036-19,036-100%$9.5M———
Resurgent Financial Advisors LLC
N/A—18,866-18,866-100%$9.4M———
Martin Investment Management, LLC
N/A—18,834-18,834-100%$9.4M———
Brooktree Capital Management
N/A—18,788-18,788-100%$9.4M———
First National Advisers, LLC
N/A—18,733-18,733-100%$9.4M———
Mayflower Financial Advisors, LLC
N/A—18,724-18,724-100%$9.4M———
Pavion Blue Capital, LLC
N/A—18,686-18,686-100%$9.4M———
Bridgewater Advisors Inc.
N/A—18,684-18,684-100%$9.6M———
Crawford Investment Counsel Inc
N/A—18,672-18,672-100%$9.3M———
Sound View Wealth Advisors Group, LLC
N/A—18,557-18,557-100%$9.3M———
BBR Partners, LLC
N/A—18,436-18,436-100%$9.2M———
Harvey Capital Management Inc
N/A—18,405-18,405-100%$9.2M———
Peak6 LLC
N/A—18,325-18,325-100%$9.2M———
First Wilshire Securities Management Inc
N/A—18,217-18,217-100%$9.1M———
Tortoise Investment Management, LLC
N/A—18,159-18,159-100%$9.1M———
Proficio Capital Partners LLC
N/A—18,143-18,143-100%$9.1M———
Venator Management LLC
N/A—18,141-18,141-100%$9.1M———
Dana Investment Advisors, Inc.
N/A—18,001-18,001-100%$9.0M———
Quantbot Technologies LP
N/A—18,000-18,000-100%$9.0M———
Circle Wealth Management, LLC
N/A—17,812-17,812-100%$8.9M———
Arete Wealth Advisors, LLC
N/A—17,746-17,746-100%$8.9M———
Stelac Advisory Services LLC
N/A—17,738-17,738-100%$8.9M———
Delta Investment Management, LLC
N/A—17,680-17,680-100%$8.8M———
Swan Capital LLC
N/A—17,674-17,674-100%$8.8M———
Graham Capital Management, L.P.
N/A—17,628-17,628-100%$8.8M———
Main Street Financial Solutions, LLC
N/A—17,620-17,620-100%$8.8M———
Reaves W H & Co Inc
N/A—17,591-17,591-100%$8.8M———
Graybill Wealth Management, Ltd.
N/A—17,559-17,559-100%$8.8M———
Icon Wealth Advisors, LLC
N/A—17,450-17,450-100%$8.7M———
Boston Research & Management Inc
N/A—17,366-17,366-100%$8.7M———
Coastal Bridge Advisors, LLC
N/A—17,290-17,290-100%$8.7M———
Westmount Partners, LLC
N/A—17,149-17,149-100%$8.6M———
Capco Asset Management, LLC
N/A—17,140-17,140-100%$8.6M———
Ethos Financial Group, LLC
N/A—16,863-16,863-100%$8.6M———
Arvest Bank Trust Division
N/A—16,856-16,856-100%$8.4M———
Game Plan Financial Advisors, LLC
N/A—16,809-16,809-100%$8.4M———
Advisory Alpha, LLC
N/A—16,722-16,722-100%$8.4M———
Bravias Capital Group, LLC
N/A—16,656-16,656-100%$8.3M———
American Trust Investment Advisors, LLC
N/A—16,619-16,619-100%$8.3M———
E Fund Management Co., Ltd.
N/A—16,598-16,598-100%$8.3M———
L2 Asset Management, LLC
N/A—16,442-16,442-100%$8.2M———
McDonough Capital Management, Inc
N/A—16,439-16,439-100%$8.2M———
Cascade Financial Partners, LLC
N/A—16,404-16,404-100%$8.2M———
Trinity Legacy Partners, LLC
N/A—16,302-16,302-100%$8.0M———
Ducere Wealth Management LLC
N/A—16,260-16,260-100%$8.1M———
Bonfire Financial
N/A—16,138-16,138-100%$8.1M———
Centaurus Financial, Inc.
N/A—16,092-16,092-100%$8.1M———
Fi3 Financial Advisors, LLC
N/A—16,091-16,091-100%$916.9K———
Waddell & Associates, LLC
N/A—16,057-16,057-100%$8.0M———
SOA Wealth Advisors, Llc.
N/A—16,051-16,051-100%$8.0M———
Catalyst Funds Management Pty Ltd
N/A—16,039-16,039-100%$8.0M———
Algert Global LLC
N/A—15,918-15,918-100%$8.0M———
KKM Financial LLC
N/A—15,896-15,896-100%$8.0M———
Clare Market Investments LLC
N/A—15,890-15,890-100%$8.0M———
Samjo Management, LLC
N/A—15,790-15,790-100%$7.9M———
Security National Bank of Sioux City Iowa
N/A—15,788-15,788-100%$7.9M———
Fort Sheridan Advisors LLC
N/A—15,702-15,702-100%$7.9M———
Aldebaran Financial Inc.
N/A—15,655-15,655-100%$7.8M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—15,644-15,644-100%$7.8M———
FSB Premier Wealth Management, Inc.
N/A—15,554-15,554-100%$7.8M———
Group One Trading LLC
N/A—15,552-15,552-100%$7.8M———
Navera Investment Management Ltd.
N/A—15,470-15,470-100%$7.7M———
Carson Advisory Inc.
N/A—15,373-15,373-100%$7.7M———
Trivium Point Advisory, LLC
N/A—15,324-15,324-100%$7.7M———
Meiji Yasuda Asset Management Co Ltd.
N/A—15,175-15,175-100%$7.6M———
Sivia Capital Partners, LLC
N/A—15,146-15,146-100%$7.6M———
Birnam Oak Advisors, LP
N/A—15,000-15,000-100%$7.5M———
Global Frontier Investments LLC
N/A—15,000-15,000-100%$7.5M———
Intrepid Capital Management Inc
N/A—14,897-14,897-100%$7.5M———
Twin Capital Management Inc
N/A—14,828-14,828-100%$7.4M———
Vienna Asset Management LLC
N/A—14,822-14,822-100%$7.4M———
Palumbo Wealth Management LLC
N/A—14,819-14,819-100%$7.4M———
Silver OAK Securities, Incorporated
N/A—14,761-14,761-100%$7.4M———
Westpac Banking Corp
N/A—14,571-14,571-100%$7.3M———
Nvest Financial, LLC
N/A—14,567-14,567-100%$7.3M———
Drive Wealth Management, LLC
N/A—14,528-14,528-100%$7.3M———
Duncan Williams Asset Management, LLC
N/A—14,488-14,488-100%$7.2M———
Knuff & Co LLC
N/A—14,412-14,412-100%$7.2M———
Cardiff Park Advisors, LLC
N/A—14,406-14,406-100%$7.2M———
Cape COD Five Cents Savings Bank
N/A—14,204-14,204-100%$7.1M———
Checchi Capital Advisers, LLC
N/A—14,203-14,203-100%$7.1M———
LSV Asset Management
N/A—14,092-14,092-100%$7.1M———
Capital International Sarl
N/A—14,092-14,092-100%$7.1M———
Martin & Co Inc
N/A—13,989-13,989-100%$7.0M———
CVA Family Office, LLC
N/A—13,986-13,986-100%$7.0M———
Inkwell Capital LLC
N/A—13,942-13,942-100%$7.0M———
Mason & Associates Inc
N/A—13,824-13,824-100%$6.9M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—13,797-13,797-100%$6.9M———
Pitcairn Wealth Advisors LLC
N/A—13,714-13,714-100%$6.9M———
Pacific SUN Financial Corp
N/A—13,575-13,575-100%$6.8M———
Ausdal Financial Partners, Inc.
N/A—13,555-13,555-100%$6.8M———
Baker Avenue Asset Management, LP
N/A—13,462-13,462-100%$6.7M———
Marble Harbor Investment Counsel, LLC
N/A—13,419-13,419-100%$6.7M———
Bragg Financial Advisors, Inc
N/A—13,397-13,397-100%$6.7M———
Morningstar Investment Management LLC
N/A—13,282-13,282-100%$6.4M———
Meridian Wealth Advisors, LLC
N/A—13,261-13,261-100%$6.6M———
Apriem Advisors
N/A—13,256-13,256-100%$6.6M———
Sierra Legacy Group
N/A—13,202-13,202-100%$6.6M———
Cambria Investment Management, L.P.
N/A—13,165-13,165-100%$6.6M———
1ST Source Bank
N/A—13,147-13,147-100%$6.6M———
Azimuth Capital Investment Management LLC
N/A—13,074-13,074-100%$6.5M———
Ogorek Anthony Joseph
N/A—13,069-13,069-100%$6.5M———
Royce & Associates LP
N/A—13,000-13,000-100%$6.5M———
Mosaic Family Wealth Partners, LLC
N/A—12,993-12,993-100%$6.5M———
Twin Lakes Capital Management, LLC
N/A—12,991-12,991-100%$6.5M———
Interval Partners, LP
N/A—12,976-12,976-100%$6.5M———
Colonial Trust Co / SC
N/A—12,942-12,942-100%$6.5M———
Pine Valley Investments Ltd Liability Co
N/A—12,927-12,927-100%$6.5M———
Kintra Wealth, LLC
N/A—12,920-12,920-100%$6.5M———
Vanguard National Trust Co
N/A—12,866-12,866-100%$6.4M———
Cozad Asset Management Inc
N/A—12,604-12,604-100%$6.3M———
Ballast Advisors LLC
N/A—12,559-12,559-100%$6.3M———
Core Alternative Capital
N/A—12,543-12,543-100%$6.3M———
SageView Advisory Group, LLC
N/A—12,467-12,467-100%$6.2M———
D L Carlson Investment Group Inc
N/A—12,464-12,464-100%$6.2M———
SGL Investment Advisors, Inc.
N/A—12,445-12,445-100%$6.6M———
Quantum Capital Management, LLC / NJ
N/A—12,426-12,426-100%$6.2M———
Security National Bank of SO DAK
N/A—12,365-12,365-100%$6.2M———
Fielder Capital Group LLC
N/A—12,343-12,343-100%$6.2M———
FourThought Financial Partners, LLC
N/A—12,337-12,337-100%$6.2M———
Independent Family Office, LLC
N/A—12,215-12,215-100%$6.1M———
Tower Bridge Advisors
N/A—12,211-12,211-100%$6.1M———
PCM Encore, LLC
N/A—12,198-12,198-100%$6.1M———
Pointe Capital Management LLC
N/A—12,181-12,181-100%$6.1M———
Xcelsior Advisor Partners LLC
N/A—12,135-12,135-100%$6.1M———
Clayton Partners LLC
N/A—12,069-12,069-100%$6.0M———
BWM Planning, LLC
N/A—12,039-12,039-100%$6.0M———
Lbmc Investment Advisors, LLC
N/A—12,026-12,026-100%$6.0M———
Keel Point, LLC
N/A—11,988-11,988-100%$6.0M———
Quotient Wealth Partners, LLC
N/A—11,983-11,983-100%$6.0M———
Main Street Research LLC
N/A—11,980-11,980-100%$6.0M———
Union Heritage Capital, LLC
N/A—11,916-11,916-100%$6.0M———
Catalyst Financial Partners LLC
N/A—11,903-11,903-100%$6.0M———
Brasada Capital Management, LP
N/A—11,858-11,858-100%$5.9M———
Arrowroot Family Office, LLC
N/A—11,834-11,834-100%$5.9M———
Rench Wealth Management, Inc.
N/A—11,790-11,790-100%$5.9M———
IF Advisors, LLC
N/A—11,774-11,774-100%$5.9M———
Picton Mahoney Asset Management
N/A—11,764-11,764-100%$5.9M———
WJ Financial Advisors LLC
N/A—11,747-11,747-100%$5.9M———
Cloverfields Capital Group, LP
N/A—11,721-11,721-100%$5.9M———
Qtron Investments LLC
N/A—11,688-11,688-100%$5.8M———
Ceeto Capital Group, LLC
N/A—11,681-11,681-100%$5.8M———
Atlas Capital Advisors Inc.
N/A—11,667-11,667-100%$5.8M———
Keynote Financial Services LLC
N/A—11,640-11,640-100%$5.8M———
Dodge & COX
N/A—11,440-11,440-100%$5.7M———
Family Manage LLC
N/A—11,432-11,432-100%$5.7M———
Coppell Advisory Solutions LLC
N/A—11,414-11,414-100%$20.5M———
VeraBank, N.A.
N/A—11,370-11,370-100%$5.7M———
Resolute Wealth Strategies, LLC
N/A—11,332-11,332-100%$5.7M———
Advyzon Investment Management, LLC
N/A—11,330-11,330-100%$5.7M———
Clark Capital Management Group, Inc.
N/A—11,311-11,311-100%$5.7M———
Headlands Technologies LLC
N/A—11,220-11,220-100%$5.6M———
Machina Capital S.A.S.
N/A—11,202-11,202-100%$5.6M———
R.H. Investment Group, LLC
N/A—11,200-11,200-100%$5.6M———
Oppenheimer & Close, LLC
N/A—11,149-11,149-100%$5.6M———
Clearstead Trust, LLC
N/A—11,138-11,138-100%$5.6M———
National Philanthropic Trust
N/A—11,092-11,092-100%$5.6M———
Gateway Wealth Partners, LLC
N/A—11,076-11,076-100%$5.5M———
Fiera Capital Corp
N/A—11,030-11,030-100%$5.5M———
Marble Wealth, LLC
N/A—11,025-11,025-100%$5.5M———
Bislett Management, LLC
N/A—11,000-11,000-100%$5.5M———
Easterly Investment Partners LLC
N/A—11,000-11,000-100%$5.5M———
Continuum Advisory, LLC
N/A—10,951-10,951-100%$5.5M———
Legacy Financial Group LLC
N/A—10,915-10,915-100%$5.5M———
Sumitomo Life Insurance Co
N/A—10,849-10,849-100%$5.4M———
Personal CFO Solutions, LLC
N/A—10,769-10,769-100%$5.4M———
Vickerman Investment Advisors, Inc.
N/A—10,696-10,696-100%$5.4M———
WealthShield Partners, LLC
N/A—10,663-10,663-100%$5.3M———
JTC Employer Solutions Trustee Ltd
N/A—10,621-10,621-100%$5.3M———
Millstone Evans Group, LLC
N/A—10,611-10,611-100%$5.3M———
X-Square Capital, LLC
N/A—10,606-10,606-100%$5.3M———
First Command Advisory Services, Inc.
N/A—10,537-10,537-100%$5.3M———
Allred Capital Management, LLC
N/A—10,509-10,509-100%$5.3M———
Waterloo Capital, L.P.
N/A—10,476-10,476-100%$5.2M———
Wescott Financial Advisory Group, LLC
N/A—10,473-10,473-100%$5.2M———
Stamos Capital Partners, L.P.
N/A—10,447-10,447-100%$5.2M———
Aimz Investment Advisors, LLC
N/A—10,378-10,378-100%$5.2M———
Smith, Moore & Co.
N/A—10,372-10,372-100%$5.2M———
Regal Investment Advisors LLC
N/A—10,347-10,347-100%$5.2M———
Harbour Wealth Management Group, Inc.
N/A—10,320-10,320-100%$5.2M———
LOM Asset Management Ltd
N/A—10,311-10,311-100%$5.2M———
Little House Capital LLC
N/A—10,300-10,300-100%$5.2M———
First American Trust, FSB
N/A—10,241-10,241-100%$5.1M———
Boston Partners
N/A—10,219-10,219-100%$5.1M———
Dash Acquisitions Inc.
N/A—10,214-10,214-100%$5.2M———
Horizon Family Wealth, Inc.
N/A—10,133-10,133-100%$5.1M———
LMR Partners LLP
N/A—10,129-10,129-100%$5.1M———
Investor's Fiduciary Advisor Network, LLC
N/A—10,125-10,125-100%$5.1M———
Lathrop Investment Management Co
N/A—10,098-10,098-100%$5.1M———
Heartland Advisors Inc
N/A—10,062-10,062-100%$5.0M———
Evolve Private Wealth, LLC
N/A—10,039-10,039-100%$5.0M———
Dkrt Investments Corp.
N/A—10,000-10,000-100%$5.0M———
TRU Independence Asset Management 2, LLC
N/A—9,976-9,976-100%$5.0M———
Pring Turner Capital Group Inc
N/A—9,959-9,959-100%$5.2M———
Compass Capital Management, Inc
N/A—9,954-9,954-100%$5.0M———
Alexander Labrunerie & Co., Inc.
N/A—9,895-9,895-100%$5.0M———
JPL Wealth Management, LLC
N/A—9,795-9,795-100%$4.9M———
Basepoint Wealth LLC
N/A—9,781-9,781-100%$4.9M———
J. Stern & Co. LLP
N/A—9,755-9,755-100%$4.9M———
Erste Asset Management GmbH
N/A—9,726-9,726-100%$4.9M———
Banque Transatlantique SA
N/A—9,705-9,705-100%$4.8M———
Vance Wealth, LLC
N/A—9,704-9,704-100%$4.9M———
Galilei Investment Office LLP
N/A—9,690-9,690-100%$4.8M———
Miller Capital Partners, Inc.
N/A—9,672-9,672-100%$4.8M———
Institute for Wealth Management, Llc.
N/A—9,616-9,616-100%$4.8M———
Alesco Advisors, LLC, An ESL Co
N/A—9,609-9,609-100%$4.8M———
Venturi Wealth Management, LLC
N/A—9,569-9,569-100%$7.0M———
Schnieders Capital Management, Llc.
N/A—9,542-9,542-100%$4.8M———
TFR Capital, Llc.
N/A—9,463-9,463-100%$4.7M———
Bernard Wealth Management Corp.
N/A—9,389-9,389-100%$4.7M———
Fairtree Asset Management (Pty) Ltd
N/A—9,375-9,375-100%$4.7M———
AssuredPartners Investment Advisors, LLC
N/A—9,296-9,296-100%$4.7M———
Entropy Technologies, LP
N/A—9,277-9,277-100%$4.6M———
Magnolia Capital Advisors LLC
N/A—9,198-9,198-100%$4.6M———
Crux Wealth Advisors
N/A—9,179-9,179-100%$4.6M———
Bannerstone Capital Management, LLC
N/A—9,155-9,155-100%$4.6M———
Bantamac Capital, LLC
N/A—9,131-9,131-100%$4.6M———
Financial Gravity Companies, Inc.
N/A—9,126-9,126-100%$4.6M———
Novak & Powell Financial Services, Inc.
N/A—9,068-9,068-100%$4.5M———
Modus Advisors, LLC
N/A—9,050-9,050-100%$4.5M———
GWN Securities Inc.
N/A—9,041-9,041-100%$4.5M———
Money Concepts Capital Corp
N/A—9,032-9,032-100%$4.5M———
Bouchey Financial Group, Ltd.
N/A—9,014-9,014-100%$4.5M———
Quent Capital, LLC
N/A—8,993-8,993-100%$4.5M———
BOK Financial Private Wealth, Inc.
N/A—8,990-8,990-100%$4.5M———
Dover Advisors, LLC
N/A—8,927-8,927-100%$4.5M———
Oxford Financial Group, Ltd. LLC
N/A—8,893-8,893-100%$4.5M———
Chaney Capital Management, Inc.
N/A—8,886-8,886-100%$4.4M———
Godshalk Welsh Capital Management, Inc.
N/A—8,813-8,813-100%$4.4M———
Dimension Capital Management LLC
N/A—8,805-8,805-100%$4.4M———
Harbour Investment Management LLC
N/A—8,762-8,762-100%$4.4M———
Shah Wealth Advisors, LLC
N/A—8,758-8,758-100%$4.4M———
GeoWealth Management, LLC
N/A—8,725-8,725-100%$4.4M———
Denali Advisors LLC
N/A—8,710-8,710-100%$4.4M———
Paradigm Capital Management, LLC
N/A—8,699-8,699-100%$4.4M———
Tiemann Investment Advisors, LLC
N/A—8,697-8,697-100%$4.4M———
Delta Asset Management LLC
N/A—8,688-8,688-100%$4.3M———
Bank of the Bluegrass & Trust Co.
N/A—8,636-8,636-100%$4.3M———
Garden State Investment Advisory Services LLC
N/A—8,599-8,599-100%$4.3M———
Sciencast Management LP
N/A—8,577-8,577-100%$4.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—8,549-8,549-100%$4.3M———
Founders Financial Alliance, LLC
N/A—8,544-8,544-100%$4.3M———
EagleClaw Capital Managment, LLC
N/A—8,543-8,543-100%$4.3M———
McMillan Office, Inc.
N/A—8,526-8,526-100%$4.3M———
Jupiter Wealth Management LLC
N/A—8,505-8,505-100%$4.3M———
Bank of Hawaii
N/A—8,494-8,494-100%$4.3M———
Teewinot Capital Advisers, L.L.C.
N/A—8,436-8,436-100%$4.2M———
Stonebridge Capital Management Inc
N/A—8,392-8,392-100%$4.2M———
Next Capital Management LLC
N/A—8,342-8,342-100%$4.2M———
Orographic Financial Advisors, LLC
N/A—8,339-8,339-100%$4.3K———
Kennondale Capital Management LLC
N/A—8,317-8,317-100%$4.2M———
Meiji Yasuda Life Insurance Co
N/A—8,317-8,317-100%$4.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—8,291-8,291-100%$4.1M———
Brave Asset Management Inc
N/A—8,290-8,290-100%$4.1M———
Okabena Investment Services Inc
N/A—8,282-8,282-100%$4.1M———
NorthStar Asset Management LLC
N/A—8,265-8,265-100%$4.1M———
Fort Point Capital Partners LLC
N/A—8,210-8,210-100%$4.1M———
Akre Capital Management LLC
N/A—8,184-8,184-100%$4.1M———
Fox Hill Wealth Management
N/A—8,160-8,160-100%$4.1M———
Northwest & Ethical Investments L.P.
N/A—8,142-8,142-100%$4.1M———
Caldwell Sutter Capital, Inc.
N/A—8,096-8,096-100%$4.1M———
Fiduciary Financial Advisors
N/A—8,020-8,020-100%$4.0M———
Allied Private Wealth LLC
N/A—8,002-8,002-100%$4.0M———
America First Investment Advisors, LLC
N/A—8,001-8,001-100%$4.0M———
Optas, LLC
N/A—7,994-7,994-100%$4.0M———
Compass Capital Corp
N/A—7,993-7,993-100%$8.7M———
Kesler, Norman & Wride, LLC
N/A—7,955-7,955-100%$4.0M———
Legacy Financial Advisors, Inc.
N/A—7,931-7,931-100%$4.0M———
MidFirst Bank
N/A—7,891-7,891-100%$3.9M———
Wimmer Associates 1, LLC
N/A—7,799-7,799-100%$3.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,763-7,763-100%$3.9M———
Strategic Investment Solutions, Inc.
N/A—7,702-7,702-100%$3.9M———
Concorde Financial Corp
N/A—7,686-7,686-100%$3.8M———
CIM Investment Management Inc
N/A—7,582-7,582-100%$3.8M———
Laraway Financial Advisors Inc
N/A—7,575-7,575-100%$3.8M———
FWL Investment Management, LLC
N/A—7,572-7,572-100%$3.8M———
Fund Advisors of America Inc
N/A—7,562-7,562-100%$3.8M———
Cambient Family Office, LLC
N/A—7,555-7,555-100%$3.8M———
Nutshell Asset Management Ltd
N/A—7,500-7,500-100%$3.8M———
Significant Wealth Partners LLC
N/A—7,486-7,486-100%$3.7M———
Doheny Asset Management
N/A—7,477-7,477-100%$3.7M———
Ashford Capital Management Inc
N/A—7,461-7,461-100%$3.7M———
Peregrine Asset Advisers, Inc.
N/A—7,461-7,461-100%$3.7M———
Field & Main Bank
N/A—7,435-7,435-100%$3.7M———
Causey Wealth LLC
N/A—7,420-7,420-100%$3.7M———
Aureus Asset Management, LLC
N/A—7,416-7,416-100%$3.7M———
Windsor Advisory Group, LLC
N/A—7,381-7,381-100%$3.7M———
Verition Fund Management LLC
N/A—7,368-7,368-100%$3.7M———
Holderness Investments Co
N/A—7,357-7,357-100%$3.7M———
Legacy Capital Wealth Management, LLC
N/A—7,324-7,324-100%$3.7M———
Lester Murray Antman dba SimplyRich
N/A—7,259-7,259-100%$3.6M———
Redwood Investment Management, LLC
N/A—7,254-7,254-100%$3.6M———
Auxano Advisors, LLC
N/A—7,241-7,241-100%$3.6M———
Adalta Capital Management LLC
N/A—7,203-7,203-100%$3.6M———
Financial Life Planners
N/A—7,182-7,182-100%$3.6M———
Papamarkou Wellner Asset Management inc.
N/A—7,164-7,164-100%$3.4M———
First Western Trust Bank
N/A—7,138-7,138-100%$3.6M———
Rothschild Wealth LLC
N/A—7,129-7,129-100%$3.6M———
WealthTrust Axiom LLC
N/A—7,061-7,061-100%$3.5M———
Gould Capital, LLC
N/A—7,037-7,037-100%$3.5M———
Titiun Yejiel
N/A—6,992-6,992-100%$3.5M———
Strait & Sound Wealth Management LLC
N/A—6,987-6,987-100%$3.5M———
1776 Wealth LLC
N/A—6,977-6,977-100%$3.5M———
Westbourne Investments, Inc.
N/A—6,975-6,975-100%$3.5M———
Monograph Wealth Advisors, LLC
N/A—6,963-6,963-100%$3.5M———
SHP Wealth Management
N/A—6,957-6,957-100%$3.5M———
Rexford Capital Inc
N/A—6,934-6,934-100%$3.5M———
JAG Capital Management, LLC
N/A—6,931-6,931-100%$3.5M———
Wealth Alliance, LLC
N/A—6,915-6,915-100%$3.5M———
Pgim Custom Harvest LLC
N/A—6,893-6,893-100%$3.4M———
Calton & Associates, Inc.
N/A—6,861-6,861-100%$3.4M———
Centric Wealth Management
N/A—6,833-6,833-100%$3.2M———
Planning Center, Inc.
N/A—6,819-6,819-100%$3.4M———
Mark Sheptoff Financial Planning, LLC
N/A—6,816-6,816-100%$3.4M———
Hills Bank & Trust Co
N/A—6,790-6,790-100%$3.4M———
Select Asset Management & Trust
N/A—6,790-6,790-100%$948.5K———
Barnes Pettey Financial Advisors, LLC
N/A—6,771-6,771-100%$3.4M———
Hilltop Partners LLC
N/A—6,768-6,768-100%$3.4M———
Drucker Wealth 3.0, LLC
N/A—6,738-6,738-100%$3.4M———
Keebeck Wealth Management
N/A—6,728-6,728-100%$3.4M———
American Money Management, LLC
N/A—6,711-6,711-100%$3.4M———
Tiaa Trust, National Association
N/A—6,687-6,687-100%$3.3M———
IQ EQ Fund Management (Ireland) Ltd
N/A—6,644-6,644-100%$3.3M———
Welch Financial Planning, LLC
N/A—6,641-6,641-100%$3.3M———
Nitorum Capital, L.P.
N/A—6,632-6,632-100%$3.3M———
Richmond Brothers, Inc.
N/A—6,612-6,612-100%$3.3M———
Cherokee Insurance Co
N/A—6,600-6,600-100%$3.3M———
Keystone Financial Services
N/A—6,587-6,587-100%$3.3M———
Asset Management Group, Inc.
N/A—6,583-6,583-100%$3.3M———
Klcm Advisors, Inc.
N/A—6,550-6,550-100%$3.3M———
Greenwich Wealth Management LLC
N/A—6,531-6,531-100%$3.3M———
Bernicke Wealth Management, Ltd.
N/A—6,527-6,527-100%$3.3M———
Wellspring Financial Advisors, LLC
N/A—6,517-6,517-100%$3.3M———
BankPlus Trust Department
N/A—6,512-6,512-100%$3.3M———
Patrick Mauro Investment Advisor, Inc.
N/A—6,495-6,495-100%$3.3M———
Retirement Income Solutions, Inc
N/A—6,492-6,492-100%$3.1M———
IMA Advisory Services, Inc.
N/A—6,475-6,475-100%$3.2M———
O'rourke & Company, Inc
N/A—6,440-6,440-100%$3.2M———
IKE Capital, LLC
N/A—6,421-6,421-100%$3.2M———
Westfuller Advisors, LLC
N/A—6,385-6,385-100%$3.2M———
Heartland Bank & Trust Co
N/A—6,345-6,345-100%$3.2M———
Occudo Quantitative Strategies LP
N/A—6,343-6,343-100%$3.2M———
Madison Wealth Partners, Inc
N/A—6,331-6,331-100%$3.2M———
Disciplined Investors, L.L.C.
N/A—6,313-6,313-100%$3.2M———
Nelson Capital Management, LLC
N/A—6,306-6,306-100%$3.2M———
Chesapeake Wealth Management
N/A—6,301-6,301-100%$3.2M———
Raelipskie Partnership
N/A—6,293-6,293-100%$3.1M———
Westshore Wealth, LLC
N/A—6,254-6,254-100%$3.1M———
Aberdeen Wealth Management LLC
N/A—6,216-6,216-100%$3.1M———
Intellectus Partners, LLC
N/A—6,201-6,201-100%$3.1M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—6,144-6,144-100%$3.1M———
Prasad Wealth Partners, LLC
N/A—6,103-6,103-100%$3.1M———
Mattson Financial Services, LLC
N/A—6,101-6,101-100%$3.0M———
Kapstone Financial Advisors LLC
N/A—6,093-6,093-100%$3.0M———
Odyssean, LLC
N/A—6,076-6,076-100%$3.0M———
Stuart Investment Advisors, Inc.
N/A—6,058-6,058-100%$3.0M———
Condor Capital Management
N/A—6,052-6,052-100%$3.0M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—6,047-6,047-100%$3.0M———
First National Bank of Hutchinson
N/A—6,043-6,043-100%$3.0M———
BNP Paribas
N/A—6,039-6,039-100%$3.0M———
Gilbert & Cook, Inc.
N/A—5,956-5,956-100%$3.0M———
Dock Street Asset Management Inc
N/A—5,926-5,926-100%$3.0M———
Voya Financial Advisors, Inc.
N/A—5,895-5,895-100%$2.9M———
Concentric Capital Strategies, LP
N/A—5,886-5,886-100%$2.9M———
TRB Wealth Management, LLC
N/A—5,868-5,868-100%$2.9M———
Panoramic Investment Advisors, LLC
N/A—5,842-5,842-100%$2.9M———
Mmbg Investment Advisors Co.
N/A—5,838-5,838-100%$2.9M———
LeClair Wealth Partners LLC
N/A—5,836-5,836-100%$2.9M———
PIN OAK Investment Advisors Inc
N/A—5,833-5,833-100%$2.9M———
Defiance ETFs, LLC
N/A—5,788-5,788-100%$2.9M———
Integrated Investment Consultants, LLC
N/A—5,783-5,783-100%$2.9M———
Werba Rubin Papier Wealth Management
N/A—5,776-5,776-100%$2.9M———
Brandywine Trust Co
N/A—5,774-5,774-100%$2.9M———
Cofg Advisors, LLC
N/A—5,756-5,756-100%$2.9M———
WFA of San Diego, LLC
N/A—5,691-5,691-100%$2.9M———
Tyche Wealth Partners LLC
N/A—5,683-5,683-100%$2.8M———
American Investment Services, Inc.
N/A—5,677-5,677-100%$2.8M———
West Family Investments, Inc.
N/A—5,634-5,634-100%$2.8M———
Aspen Grove Capital, LLC
N/A—5,615-5,615-100%$2.8M———
Legacy Edge Advisors, LLC
N/A—5,598-5,598-100%$2.8M———
North Star Asset Management Inc
N/A—5,584-5,584-100%$2.8M———
Wilkinson Global Asset Management LLC
N/A—5,567-5,567-100%$2.8M———
S&T Bank
N/A—5,567-5,567-100%$2.8M———
Lowe Brockenbrough & Co Inc
N/A—5,564-5,564-100%$2.8M———
All Terrain Financial Advisors, LLC
N/A—5,552-5,552-100%$2.8M———
Jefferson Bridge Capital, LLC
N/A—5,535-5,535-100%$2.8M———
KilterHowling LLC
N/A—5,523-5,523-100%$2.8M———
Silicon Valley Capital Partners
N/A—5,519-5,519-100%$2.8M———
United Bank
N/A—5,515-5,515-100%$2.8M———
Qsemble Capital Management, LP
N/A—5,505-5,505-100%$2.8M———
Acorns Advisers, LLC
N/A—5,505-5,505-100%$2.8M———
Samara Investment Management, LLC
N/A—5,475-5,475-100%$2.7M———
Liberty Wealth Management LLC
N/A—5,457-5,457-100%$2.6M———
Shepherd Kaplan Krochuk, LLC
N/A—5,446-5,446-100%$2.7M———
Maridea Wealth Management LLC
N/A—5,430-5,430-100%$2.7M———
Advisors Asset Management, Inc.
N/A—5,423-5,423-100%$2.7M———
Northwest Quadrant Wealth Management, LLC
N/A—5,417-5,417-100%$2.7M———
Univest Financial Corp
N/A—5,401-5,401-100%$2.7M———
Liberty Square Wealth Partners LLC
N/A—5,355-5,355-100%$2.7M———
Pine Harbor Wealth Management, LLC
N/A—5,354-5,354-100%$2.7M———
Investidor Profissional Gestao de Recursos Ltda.
N/A—5,353-5,353-100%$2.7M———
Hodges Capital Management Inc.
N/A—5,353-5,353-100%$2.7M———
Insight 2811, Inc.
N/A—5,350-5,350-100%$2.7M———
Cary Street Partners Investment Advisory LLC
N/A—5,317-5,317-100%$2.7M———
Goepper Burkhardt LLC
N/A—5,303-5,303-100%$2.7M———
Bcgm Wealth Management, LLC
N/A—5,297-5,297-100%$2.7M———
New Republic Capital, LLC
N/A—5,295-5,295-100%$2.6M———
Sterneck Capital Management, LLC
N/A—5,292-5,292-100%$2.6M———
Peak Retirement Planning, Inc.
N/A—5,284-5,284-100%$2.6M———
RD Lewis Holdings, Inc.
N/A—5,266-5,266-100%$2.8M———
Granite Harbor Advisors, Inc.
N/A—5,258-5,258-100%$2.6M———
Northwest Bancshares, Inc.
N/A—5,257-5,257-100%$2.6M———
Webster Bank, N. A.
N/A—5,225-5,225-100%$2.6M———
FLC Capital Advisors
N/A—5,201-5,201-100%$2.6M———
Zions Bancorporation, National Association
N/A—5,197-5,197-100%$2.6M———
Osterweis Capital Management Inc
N/A—5,192-5,192-100%$2.6M———
VAN Strum & Towne Inc.
N/A—5,191-5,191-100%$2.6M———
Townsquare Capital LLC
N/A—5,148-5,148-100%$2.6M———
Walleye Trading LLC
N/A—5,143-5,143-100%$2.6M———
Advisors Preferred, LLC
N/A—5,100-5,100-100%$2.6M———
Capasso Planning Partners LLC
N/A—5,096-5,096-100%$2.5M———
Triton Financial Group Inc
N/A—5,094-5,094-100%$2.5M———
GTS Securities LLC
N/A—5,094-5,094-100%$2.5M———
Strategic Wealth Partners, Ltd.
N/A—5,084-5,084-100%$2.5M———
Range Advisory, LLC
N/A—5,076-5,076-100%$2.5M———
BHK Investment Advisors, LLC
N/A—5,050-5,050-100%$2.5M———
Atlas Legacy Advisors, LLC
N/A—5,044-5,044-100%$2.5M———
Sprucegrove Investment Management LTD
N/A—5,035-5,035-100%$2.5M———
Ndwm LLC
N/A—4,999-4,999-100%$2.5M———
Cyber Hornet ETFs LLC
N/A—4,997-4,997-100%$2.5M———
Florida Financial Advisors, LLC
N/A—4,956-4,956-100%$2.5M———
Truepoint, Inc.
N/A—4,931-4,931-100%$4.0M———
Farmers National Bank
N/A—4,917-4,917-100%$2.5M———
LaSalle St. Investment Advisors, LLC
N/A—4,889-4,889-100%$2.4M———
Aspire Capital Advisors LLC
N/A—4,881-4,881-100%$2.4M———
CNB Bank
N/A—4,879-4,879-100%$2.4M———
Round Rock Advisors LLC
N/A—4,871-4,871-100%$2.4M———
MJP Associates Inc
N/A—4,857-4,857-100%$2.4M———
Boothbay Fund Management, LLC
N/A—4,843-4,843-100%$2.4M———
Keystone Financial Services, LLC
N/A—4,833-4,833-100%$2.4M———
Koss-Olinger Consulting, LLC
N/A—4,831-4,831-100%$2.4M———
Cornerstone Capital, Inc.
N/A—4,822-4,822-100%$2.4M———
IAG Wealth Partners, LLC
N/A—4,812-4,812-100%$2.4M———
Stonebrook Private Inc.
N/A—4,800-4,800-100%$2.4M———
BSW Wealth Partners
N/A—4,784-4,784-100%$2.4M———
Edgewood Management LLC
N/A—4,773-4,773-100%$2.4M———
Basecamp Wealth Advisors LLC
N/A—4,772-4,772-100%$2.4M———
Secured Retirement Advisors, LLC
N/A—4,772-4,772-100%$2.4M———
Rollins Financial Advisors, LLC
N/A—4,767-4,767-100%$2.4M———
FWG Holdings, LLC
N/A—4,764-4,764-100%$2.4M———
Ames National Corp
N/A—4,704-4,704-100%$2.4M———
Atom Investors LP
N/A—4,702-4,702-100%$2.4M———
Capital International LTD
N/A—4,682-4,682-100%$2.3M———
Twin City Private Wealth, LLC
N/A—4,661-4,661-100%$2.3M———
Indie Asset Partners, LLC
N/A—4,656-4,656-100%$2.3M———
Farringdon Capital, Ltd.
N/A—4,645-4,645-100%$2.3M———
Tacita Capital Inc
N/A—4,639-4,639-100%$2.3M———
WPWealth LLP
N/A—4,634-4,634-100%$2.3M———
Brookwood Investment Group LLC
N/A—4,594-4,594-100%$2.3M———
Ankerstar Wealth, LLC
N/A—4,589-4,589-100%$2.3M———
Wulff, Hansen & Co.
N/A—4,585-4,585-100%$2.3M———
Lcnb Corp
N/A—4,581-4,581-100%$2.3M———
Ameriflex Group, Inc.
N/A—4,581-4,581-100%$2.3M———
Wrapmanager Inc
N/A—4,577-4,577-100%$2.3M———
Octavia Wealth Advisors, LLC
N/A—4,574-4,574-100%$2.3M———
Pursue Wealth Partners LLC
N/A—4,573-4,573-100%$2.3M———
Cornerstone Financial Group, LLC
N/A—4,571-4,571-100%$2.3M———
Altman Advisors, Inc.
N/A—4,559-4,559-100%$2.3M———
LWM Advisory Services, LLC
N/A—4,552-4,552-100%$2.3M———
First Commonwealth Financial Corp
N/A—4,545-4,545-100%$2.3M———
Cvfg LLC
N/A—4,542-4,542-100%$2.3M———
Yarger Wealth Strategies, LLC
N/A—4,541-4,541-100%$2.2M———
Second Line Capital, LLC
N/A—4,529-4,529-100%$2.3M———
Investment Advisory Group, LLC
N/A—4,528-4,528-100%$2.3M———
LRI Investments, LLC
N/A—4,521-4,521-100%$2.3M———
Advisor Resource Council
N/A—4,518-4,518-100%$2.3M———
Alan B Lancz & Associates, Inc.
N/A—4,487-4,487-100%$2.2M———
Puzo Michael J
N/A—4,485-4,485-100%$2.2M———
Osborne Partners Capital Management, LLC
N/A—4,484-4,484-100%$2.2M———
Gambit Capital Management, LLC
N/A—4,441-4,441-100%$2.2M———
Vawter Financial, Ltd.
N/A—4,440-4,440-100%$2.2M———
Bard Associates Inc
N/A—4,430-4,430-100%$2.2M———
Empire Financial Management Company, LLC
N/A—4,426-4,426-100%$2.2M———
Knightsbridge Asset Management, LLC
N/A—4,421-4,421-100%$2.2M———
Lumbard & Kellner, LLC
N/A—4,419-4,419-100%$2.2M———
Northstar Asset Management Inc
N/A—4,356-4,356-100%$2.2M———
Bank of Marin
N/A—4,342-4,342-100%$2.2M———
Goldstone Financial Group, LLC
N/A—4,336-4,336-100%$2.2M———
Smart Money Group LLC
N/A—4,328-4,328-100%$2.2M———
Havemeyer Place LP
N/A—4,325-4,325-100%$2.2M———
Strategic Financial Services, Inc.
N/A—4,298-4,298-100%$2.2M———
CCG Wealth Management, LLC
N/A—4,298-4,298-100%$2.2M———
Invst, LLC
N/A—4,284-4,284-100%$2.1M———
Ponta Wealth Partners, LLC
N/A—4,267-4,267-100%$2.1M———
Dean Investment Associates, LLC
N/A—4,265-4,265-100%$2.1M———
Prossimo Advisors, LLC
N/A—4,264-4,264-100%$2.1M———
Bull Harbor Capital LLC
N/A—4,249-4,249-100%$2.1M———
Garrison Point Advisors, LLC
N/A—4,247-4,247-100%$2.1M———
Hall Capital Management Co Inc
N/A—4,247-4,247-100%$2.1M———
EWA, LLC
N/A—4,224-4,224-100%$2.1M———
Headinvest, LLC
N/A—4,218-4,218-100%$2.1M———
Gallagher Fiduciary Advisors, LLC
N/A—4,216-4,216-100%$2.1M———
Caxton Associates LLP
N/A—4,169-4,169-100%$2.1M———
Everpar Advisors LLC
N/A—4,151-4,151-100%$2.1M———
Betterment LLC
N/A—4,149-4,149-100%$2.1M———
Brown Financial Advisory
N/A—4,135-4,135-100%$2.1M———
Innovative Asset Advisors Group, LLC
N/A—4,133-4,133-100%$2.1M———
Trivant Custom Portfolio Group, LLC
N/A—4,123-4,123-100%$2.1M———
Mayport, LLC
N/A—4,118-4,118-100%$2.1M———
JMG Financial Group, Ltd.
N/A—4,101-4,101-100%$2.1M———
McLean Asset Management Corp
N/A—4,092-4,092-100%$2.1M———
Fuller & Thaler Asset Management, Inc.
N/A—4,089-4,089-100%$2.0M———
Foster & Motley Inc
N/A—4,087-4,087-100%$2.0M———
Potentia Wealth
N/A—4,054-4,054-100%$2.0M———
Legacy Trust
N/A—4,052-4,052-100%$2.0M———
Element Wealth, LLC
N/A—4,052-4,052-100%$2.0M———
Stonebridge Capital Advisors LLC
N/A—4,039-4,039-100%$2.0M———
Matters Capital LLC
N/A—4,033-4,033-100%$2.0M———
Resources Management Corp
N/A—4,027-4,027-100%$2.0M———
Portland Global Advisors LLC
N/A—4,021-4,021-100%$2.0M———
Monetary Management Group Inc
N/A—3,988-3,988-100%$2.0M———
Fukoku Mutual Life Insurance Co
N/A—3,987-3,987-100%$2.0M———
BTC Capital Management, Inc.
N/A—3,979-3,979-100%$2.0M———
Gilder Gagnon Howe & Co LLC
N/A—3,965-3,965-100%$2.0M———
Paragon Capital Management LLC
N/A—3,946-3,946-100%$2.0M———
Fortis Capital Advisors, LLC
N/A—3,945-3,945-100%$2.0M———
Bearing Point Capital, LLC
N/A—3,942-3,942-100%$2.0M———
Twin Peaks Wealth Advisors, LLC
N/A—3,934-3,934-100%$2.0M———
Hillsdale Investment Management Inc.
N/A—3,922-3,922-100%$2.0M———
Members Trust Co
N/A—3,916-3,916-100%$2.0M———
Bank of Nova Scotia Trust Co
N/A—3,909-3,909-100%$2.0M———
Tranquilli Financial Advisor LLC
N/A—3,908-3,908-100%$2.0M———
Steigerwald, Gordon & Koch Inc.
N/A—3,906-3,906-100%$2.0M———
J. M. Brown & Associates Inc.
N/A—3,901-3,901-100%$2.0M———
Blue Chip Partners, LLC
N/A—3,880-3,880-100%$1.9M———
Cedrus Wealth Group LLC
N/A—3,866-3,866-100%$1.9M———
Viawealth, LLC
N/A—3,840-3,840-100%$1.9M———
Alaethes Wealth, LLC
N/A—3,839-3,839-100%$1.9M———
Summit Wealth & Retirement Planning, Inc.
N/A—3,838-3,838-100%$1.9M———
Perissos Private Wealth Management, LLC
N/A—3,838-3,838-100%$1.9M———
Fortress Private Ledger, LLC
N/A—3,826-3,826-100%$1.9M———
Bolthouse Investments, LLC
N/A—3,801-3,801-100%$1.9M———
Olde Wealth Management, LLC
N/A—3,791-3,791-100%$1.9M———
Wealthspan Partners, LLC
N/A—3,785-3,785-100%$1.9M———
Skba Capital Management LLC
N/A—3,755-3,755-100%$1.9M———
Baron Silver Stevens Financial Advisors, LLC
N/A—3,747-3,747-100%$1.9M———
Fortis Capital Management LLC
N/A—3,729-3,729-100%$1.9M———
Magnolia Private Wealth, LLC
N/A—3,729-3,729-100%$1.9M———
Roble, Belko & Company, Inc
N/A—3,723-3,723-100%$1.9M———
Strategic Investment Advisors / MI
N/A—3,684-3,684-100%$1.8M———
Bridgewealth Advisory Group, LLC
N/A—3,680-3,680-100%$1.8M———
Lagoda Investment Management, L.P.
N/A—3,670-3,670-100%$1.8M———
Kidder Stephen W
N/A—3,666-3,666-100%$1.8M———
Alta Wealth Advisors LLC
N/A—3,634-3,634-100%$1.8M———
KDT Advisors, LLC
N/A—3,613-3,613-100%$1.8M———
Proffitt & Goodson Inc
N/A—3,599-3,599-100%$1.8M———
Jackson, Grant Investment Advisers, Inc.
N/A—3,599-3,599-100%$1.8M———
Boreal Capital Management LLC
N/A—3,597-3,597-100%$1.8M———
Prestige Wealth Management Group LLC
N/A—3,585-3,585-100%$1.8M———
Eldridge Investment Advisors, Inc.
N/A—3,579-3,579-100%$1.8M———
Boulder Wealth Advisors, LLC
N/A—3,571-3,571-100%$1.8M———
Wealth Advisors of Iowa, LLC
N/A—3,564-3,564-100%$1.8M———
Godfrey Financial Associates, Inc.
N/A—3,548-3,548-100%$1.8M———
Alongside, LLC
N/A—3,515-3,515-100%$1.8M———
49 Wealth Management, LLC
N/A—3,515-3,515-100%$1.8M———
Shelter Mutual Insurance Co
N/A—3,474-3,474-100%$1.7M———
Kera Capital Partners, Inc.
N/A—3,450-3,450-100%$1.7M———
Petra Financial Advisors Inc
N/A—3,443-3,443-100%$1.7M———
Red Wave Investments LLC
N/A—3,438-3,438-100%$1.7M———
Planning Alternatives LTD
N/A—3,417-3,417-100%$1.7M———
Wealthedge Investment Advisors, LLC
N/A—3,404-3,404-100%$1.7M———
Ellenbecker Investment Group
N/A—3,392-3,392-100%$1.7M———
Lakeridge Wealth Management LLC
N/A—3,359-3,359-100%$1.7M———
Access Financial Services, Inc.
N/A—3,356-3,356-100%$1.7M———
First National Bank & Trust Co of Newtown
N/A—3,352-3,352-100%$1.7M———
Blalock Williams, LLC
N/A—3,346-3,346-100%$1.7M———
FFT Wealth Management LLC
N/A—3,332-3,332-100%$1.7M———
River Wealth Advisors LLC
N/A—3,328-3,328-100%$1.7M———
Patron Partners, LLC
N/A—3,308-3,308-100%$1.7M———
Dempze Nancy E
N/A—3,301-3,301-100%$1.7M———
M1 Capital Management LLC
N/A—3,287-3,287-100%$1.6M———
Safe Harbor Fiduciary, LLC
N/A—3,274-3,274-100%$1.6M———
Sollinda Capital Management LLC
N/A—3,264-3,264-100%$1.6M———
MainStreet Investment Advisors LLC
N/A—3,258-3,258-100%$1.6M———
Capital Group Private Client Services, Inc.
N/A—3,255-3,255-100%$1.6M———
F/m Investments LLC
N/A—3,250-3,250-100%$1.6M———
Francis Financial, Inc.
N/A—3,244-3,244-100%$1.6M———
AllGen Financial Advisors, Inc.
N/A—3,240-3,240-100%$1.6M———
Westend Capital Management, LLC
N/A—3,237-3,237-100%$1.6M———
Cascades Capital Asset Management, LLC
N/A—3,234-3,234-100%$1.6M———
Mountain Capital Investment Advisors Inc.
N/A—3,218-3,218-100%$1.6M———
Legend Financial Advisors, Inc.
N/A—3,217-3,217-100%$1.6M———
Oakwell Private Wealth Management, LLC
N/A—3,206-3,206-100%$1.6M———
South Plains Financial, Inc.
N/A—3,197-3,197-100%$1.6M———
Northstar Financial Companies, Inc.
N/A—3,186-3,186-100%$1.6M———
Brown Financial Advisors
N/A—3,170-3,170-100%$1.6M———
Paces Ferry Wealth Advisors, LLC
N/A—3,165-3,165-100%$1.6M———
Atlantic Family Wealth, LLC
N/A—3,163-3,163-100%$1.6M———
Guardian Capital LP
N/A—3,155-3,155-100%$1.6M———
Pasadena Private Wealth, LLC
N/A—3,145-3,145-100%$1.6M———
Requisite Capital Management, LLC
N/A—3,143-3,143-100%$1.6M———
Campbell Capital Management Inc
N/A—3,139-3,139-100%$1.6M———
Chou Associates Management Inc.
N/A—3,100-3,100-100%$1.6M———
City National Bank of Florida
N/A—3,099-3,099-100%$1.6M———
Cladis Investment Advisory, LLC
N/A—3,098-3,098-100%$1.6M———
Strategies Wealth Advisors, LLC
N/A—3,092-3,092-100%$1.5M———
Darden Wealth Group Inc
N/A—3,064-3,064-100%$1.5M———
CFO4Life Group, LLC
N/A—3,061-3,061-100%$1.5M———
Advisory Research Inc
N/A—3,058-3,058-100%$1.5M———
BlackDiamond Wealth Management, LLC
N/A—3,057-3,057-100%$1.6M———
Gentry Private Wealth, LLC
N/A—3,046-3,046-100%$1.5M———
Sandro Wealth Management LLC
N/A—3,041-3,041-100%$1.5M———
VSM Wealth Advisory, LLC
N/A—3,037-3,037-100%$1.5M———
McGowan Group Asset Management, Inc.
N/A—3,036-3,036-100%$1.5M———
Two Sigma Securities, LLC
N/A—3,030-3,030-100%$1.5M———
Maripau Wealth Management LLC
N/A—3,025-3,025-100%$1.5M———
Jackson Thornton Wealth Management, LLC
N/A—2,999-2,999-100%$1.5M———
Spreng Capital Management, Inc.
N/A—2,993-2,993-100%$1.5M———
Cura Wealth Advisors, LLC
N/A—2,987-2,987-100%$1.5M———
JT Stratford LLC
N/A—2,982-2,982-100%$1.5M———
South Street Advisors LLC
N/A—2,971-2,971-100%$1.5M———
Khazanah Nasional Berhad
N/A—2,971-2,971-100%$1.5M———
Storgate, LLC
N/A—2,960-2,960-100%$1.5M———
Continental Investors Services, Inc.
N/A—2,953-2,953-100%$1.5M———
Capstone Financial Advisors, Inc.
N/A—2,953-2,953-100%$1.5M———
360 Financial, Inc.
N/A—2,940-2,940-100%$1.5M———
Safeguard Investment Advisory Group, LLC
N/A—2,939-2,939-100%$1.5M———
Calydon Capital
N/A—2,939-2,939-100%$1.5M———
Marshall Financial Group, LLC
N/A—2,937-2,937-100%$1.5M———
Taylor Hoffman Capital Management LLC
N/A—2,924-2,924-100%$1.5M———
McLaughlin Asset Management, Inc.
N/A—2,914-2,914-100%$1.5M———
Sovereign Financial Group, Inc.
N/A—2,905-2,905-100%$1.5M———
Argent Advisors, Inc.
N/A—2,904-2,904-100%$1.5M———
Hamilton Capital Partners, LLC
N/A—2,901-2,901-100%$1.5M———
Hexagon Capital Partners LLC
N/A—2,898-2,898-100%$1.5M———
Thompson David Blair
N/A—2,896-2,896-100%$1.4M———
Farley Capital L.P.
N/A—2,894-2,894-100%$1.4M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2,889-2,889-100%$1.4M———
iSAM Funds (UK) Ltd
N/A—2,880-2,880-100%$1.4M———
Falcon Wealth Planning
N/A—2,870-2,870-100%$1.4M———
Compass Advisory Group LLC
N/A—2,867-2,867-100%$1.4M———
Forum Finance Group S.A.
N/A—2,862-2,862-100%$1.2K———
Beto Financial Group, LLC
N/A—2,858-2,858-100%$1.4M———
Stembrook Asset Management, LLC
N/A—2,855-2,855-100%$1.4M———
Timbuktu Capital Management, LLC
N/A—2,855-2,855-100%$1.4M———
Warburton Capital Management, LLC
N/A—2,846-2,846-100%$1.4M———
New World Advisors LLC
N/A—2,842-2,842-100%$1.4M———
American Trust
N/A—2,830-2,830-100%$1.4M———
Mars Jewett Financial Group, Inc.
N/A—2,830-2,830-100%$1.4M———
Midwestern Financial, LLC
N/A—2,826-2,826-100%$1.4M———
1922 Investment Co LLC
N/A—2,825-2,825-100%$1.4M———
Act Two Investors LLC
N/A—2,821-2,821-100%$1.4M———
Operose Advisors LLC
N/A—2,787-2,787-100%$1.4M———
Hanover Advisors Inc
N/A—2,778-2,778-100%$1.4M———
Sunflower Bank, N.A.
N/A—2,776-2,776-100%$1.4M———
Rowlandmiller & Partners.adv
N/A—2,773-2,773-100%$1.4M———
Allie Family Office LLC
N/A—2,772-2,772-100%$1.4M———
Wealthquest Corp
N/A—2,764-2,764-100%$1.4M———
Wealthgarden F.S. LLC
N/A—2,760-2,760-100%$1.4M———
Castle Wealth Management LLC
N/A—2,752-2,752-100%$1.4M———
Chancellor Financial Group WB LP
N/A—2,743-2,743-100%$1.4M———
CM Wealth Advisors LLC
N/A—2,730-2,730-100%$1.4M———
Sky-Mountain Capital Management, Inc.
N/A—2,730-2,730-100%$1.4M———
ING Groep NV
N/A—2,724-2,724-100%$1.4M———
GatePass Capital, LLC
N/A—2,722-2,722-100%$1.4M———
Capital Wealth Planning, LLC
N/A—2,718-2,718-100%$1.4M———
Bramshill Investments, LLC
N/A—2,710-2,710-100%$1.4M———
Ark Wealth Advisors LLC
N/A—2,701-2,701-100%$1.4M———
Charter Research & Investment Group, Inc.
N/A—2,689-2,689-100%$1.3M———
Wick Capital Partners, LLC
N/A—2,686-2,686-100%$1.3M———
North Dallas Bank & Trust Co
N/A—2,686-2,686-100%$1.3M———
Proactive Wealth Strategies LLC
N/A—2,682-2,682-100%$1.3M———
Financial Alternatives, Inc
N/A—2,681-2,681-100%$1.3M———
Cornerstone Advisors Asset Management, LLC
N/A—2,676-2,676-100%$1.3M———
George Kaiser Family Foundation
N/A—2,672-2,672-100%$1.3M———
Motco
N/A—2,671-2,671-100%$1.3M———
Meadowbrook Advisors Group, LLC
N/A—2,670-2,670-100%$1.3M———
Bristlecone Value Partners, LLC
N/A—2,669-2,669-100%$1.3M———
Decatur Capital Management, Inc.
N/A—2,662-2,662-100%$1.3M———
Spwm Advisors LLC
N/A—2,656-2,656-100%$1.3M———
Pennington Partners & Co., LLC
N/A—2,651-2,651-100%$1.3M———
Bank Hapoalim BM
N/A—2,649-2,649-100%$1.3M———
Blue Edge Capital, LLC
N/A—2,635-2,635-100%$1.3M———
HBE Wealth Management, LLC
N/A—2,634-2,634-100%$1.3M———
Wall Street Financial Group, Inc.
N/A—2,629-2,629-100%$1.3M———
Inspire Advisors, LLC
N/A—2,627-2,627-100%$1.3M———
Terril Brothers, Inc.
N/A—2,613-2,613-100%$1.3M———
Greykasell Wealth Strategies, Inc.
N/A—2,593-2,593-100%$1.3M———
Pinnacle West Asset Management, Inc.
N/A—2,589-2,589-100%$1.3M———
Legacy Wealth Advisors, LLC
N/A—2,578-2,578-100%$1.3M———
Talon Private Wealth, LLC
N/A—2,571-2,571-100%$1.3M———
Topsail Wealth Management, LLC
N/A—2,558-2,558-100%$1.3M———
OneAscent Family Office, LLC
N/A—2,547-2,547-100%$1.3M———
Flatrock Wealth Partners LLC
N/A—2,542-2,542-100%$1.3M———
Wayfinding Financial, LLC
N/A—2,534-2,534-100%$1.3M———
King Wealth Management Group
N/A—2,526-2,526-100%$1.3M———
Impact Partnership Wealth, LLC
N/A—2,521-2,521-100%$1.3M———
Z3 Capital Partners, LLC
N/A—2,511-2,511-100%$1.3M———
Reliant Investment Partners, LLC
N/A—2,504-2,504-100%$1.3M———
CarsonAllaria Wealth Management, Ltd.
N/A—2,503-2,503-100%$1.3M———
Winmill & Co. Inc
N/A—2,500-2,500-100%$1.3M———
Kensington Investment Counsel, LLC
N/A—2,498-2,498-100%$1.2M———
Meramec Financial Planners, LLC
N/A—2,494-2,494-100%$1.2M———
Parkwoods Wealth Partners, LLC
N/A—2,494-2,494-100%$1.2M———
Spectrum Investment Advisors, Inc.
N/A—2,489-2,489-100%$1.2M———
PeakShares LLC
N/A—2,485-2,485-100%$1.2M———
Consilio Wealth Advisors, LLC
N/A—2,483-2,483-100%$1.2M———
Ariadne Wealth Management, LP
N/A—2,482-2,482-100%$1.2M———
Omnia Family Wealth, LLC
N/A—2,478-2,478-100%$1.2M———
Sequent Asset Management, LLC
N/A—2,476-2,476-100%$1.2M———
ATLas Financial Planning LLC
N/A—2,467-2,467-100%$1.2M———
Elm Partners Management LLC
N/A—2,462-2,462-100%$1.2M———
Denver Wealth Management, Inc.
N/A—2,454-2,454-100%$1.2M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—2,453-2,453-100%$1.2M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—2,453-2,453-100%$1.2M———
Rice Hall James & Associates, LLC
N/A—2,450-2,450-100%$1.2M———
Tidemark, LLC
N/A—2,446-2,446-100%$1.2M———
Storen Legacy Partners, LLC
N/A—2,441-2,441-100%$1.2M———
Cape ANN Savings Bank
N/A—2,438-2,438-100%$1.2M———
Per Stirling Capital Management, Llc.
N/A—2,428-2,428-100%$1.2M———
Laffer Tengler Investments, Inc.
N/A—2,403-2,403-100%$1.2M———
CoreFirst Bank & Trust
N/A—2,398-2,398-100%$1.2M———
Ridge Creek Global, Inc
N/A—2,394-2,394-100%$1.2M———
Tailwinds Wealth, LLC
N/A—2,392-2,392-100%$1.2M———
Alteri Wealth LLC
N/A—2,388-2,388-100%$1.2M———
Natural Investments, LLC
N/A—2,384-2,384-100%$1.2M———
Brand Asset Management Group, Inc.
N/A—2,377-2,377-100%$1.2M———
Ehrenkranz Partners L.P.
N/A—2,375-2,375-100%$1.2M———
Black Swift Group, LLC
N/A—2,375-2,375-100%$1.2M———
Yukon Wealth Management, Inc.
N/A—2,364-2,364-100%$1.2M———
Camelot Portfolios, LLC
N/A—2,353-2,353-100%$1.2M———
Rodgers Brothers Inc.
N/A—2,353-2,353-100%$1.2M———
Harvest Investment Services, LLC
N/A—2,351-2,351-100%$1.2M———
Covington Investment Advisors Inc.
N/A—2,350-2,350-100%$1.2M———
Broadleaf Partners, LLC
N/A—2,340-2,340-100%$1.2M———
Hill Investment Group Partners, LLC
N/A—2,326-2,326-100%$1.2M———
Beaton Management Co. Inc.
N/A—2,303-2,303-100%$1.2M———
Allium Financial Advisors, LLC
N/A—2,303-2,303-100%$1.2M———
White Pine Capital LLC
N/A—2,301-2,301-100%$1.2M———
Trigran Investments, Inc.
N/A—2,290-2,290-100%$1.1M———
Phocas Financial Corp.
N/A—2,237-2,237-100%$1.1M———
Aspire Growth Partners LLC
N/A—2,233-2,233-100%$1.1M———
Lifeworks Advisors, LLC
N/A—2,228-2,228-100%$1.1M———
IAM Advisory, LLC
N/A—2,225-2,225-100%$1.1M———
Stenham Asset Management Ltd
N/A—2,211-2,211-100%$1.1M———
Snowwater Investment Partners, LLC
N/A—2,201-2,201-100%$1.1M———
M. Kulyk & Associates, LLC
N/A—2,200-2,200-100%$1.1M———
Jacobs Equity LLC
N/A—2,196-2,196-100%$1.1M———
Swiss RE LTD
N/A—2,187-2,187-100%$1.1M———
LEE Johnson Capital Management, LLC
N/A—2,168-2,168-100%$1.1M———
Aventura Private Wealth, LLC
N/A—2,166-2,166-100%$1.1M———
Fischer Investment Strategies, LLC
N/A—2,162-2,162-100%$1.1M———
Caerus Investment Advisors, LLC
N/A—2,162-2,162-100%$1.1M———
NBH Bank
N/A—2,147-2,147-100%$1.1M———
Oxbow Advisors, LLC
N/A—2,142-2,142-100%$1.1M———
Boyd Watterson Asset Management LLC
N/A—2,125-2,125-100%$1.1M———
Matrix Private Capital Group LLC
N/A—2,123-2,123-100%$1.1M———
Uniting Wealth Partners, LLC
N/A—2,122-2,122-100%$1.1M———
Keating Financial Advisory Services, Inc.
N/A—2,119-2,119-100%$1.1M———
J.E. Simmons & Co., P.C.
N/A—2,119-2,119-100%$1.1M———
Signet Private Wealth LLC
N/A—2,100-2,100-100%$1.1M———
Wiser Advisor Group LLC
N/A—2,098-2,098-100%$1.0M———
Elk River Wealth Management LLC
N/A—2,098-2,098-100%$1.0M———
Hemenway Trust Co LLC
N/A—2,096-2,096-100%$1.0M———
Cogent Private Wealth, Inc.
N/A—2,094-2,094-100%$1.0M———
Centiva Capital, LP
N/A—2,090-2,090-100%$1.0M———
Orleans Capital Management Corp
N/A—2,080-2,080-100%$1.0M———
Aristotle Capital Management, LLC
N/A—2,075-2,075-100%$1.0M———
Rather & Kittrell, Inc.
N/A—2,074-2,074-100%$1.0M———
Somerville Kurt F
N/A—2,060-2,060-100%$1.0M———
Riverview Trust Co
N/A—2,054-2,054-100%$1.0M———
CMC Financial Group
N/A—2,051-2,051-100%$1.0M———
Financial Advisors Network, Inc.
N/A—2,045-2,045-100%$1.0M———
Mayar Capital Ltd.
N/A—2,038-2,038-100%$1.0M———
Pinnacle Holdings, LLC
N/A—2,015-2,015-100%$1.0M———
Port Capital LLC
N/A—2,015-2,015-100%$1.0M———
Bogart Wealth, LLC
N/A—2,004-2,004-100%$1.0M———
Campion Asset Management
N/A—1,999-1,999-100%$1.0M———
NCM Capital Management, LLC
N/A—1,988-1,988-100%$994.8K———
Clarity Financial LLC
N/A—1,982-1,982-100%$991.9K———
NewSquare Capital LLC
N/A—1,972-1,972-100%$986.8K———
Rothschild Capital Partners, LLC
N/A—1,961-1,961-100%$981.3K———
Prosperity Bancshares Inc
N/A—1,960-1,960-100%$980.8K———
Warner Financial, Inc
N/A—1,954-1,954-100%$977.8K———
Seascape Capital Management
N/A—1,951-1,951-100%$976.0K———
Ellevest, Inc.
N/A—1,939-1,939-100%$817.4K———
Dunhill Financial, LLC
N/A—1,931-1,931-100%$966.5K———
Navis Wealth Advisors, LLC
N/A—1,929-1,929-100%$965.2K———
Wood Tarver Financial Group, LLC
N/A—1,913-1,913-100%$957.0K———
Leigh Baldwin & Co., LLC
N/A—1,913-1,913-100%$957.0K———
Park Place Capital Corp
N/A—1,906-1,906-100%$953.7K———
TCM Advisors, LLC
N/A—1,904-1,904-100%$952.7K———
Raffa Wealth Management, LLC
N/A—1,899-1,899-100%$950.2K———
RNC Capital Management LLC
N/A—1,885-1,885-100%$943.2K———
Seeds Investor LLC
N/A—1,884-1,884-100%$942.5K———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—1,880-1,880-100%$940.7K———
Highview Capital Management LLC
N/A—1,880-1,880-100%$940.7K———
Estabrook Capital Management
N/A—1,875-1,875-100%$938.2K———
Leith Wheeler Investment Counsel Ltd.
N/A—1,875-1,875-100%$938.2K———
Wealthspire Retirement, LLC
N/A—1,873-1,873-100%$937.2K———
Crestmont Private Wealth LLC
N/A—1,865-1,865-100%$933.2K———
Edgestream Partners, L.P.
N/A—1,856-1,856-100%$928.7K———
L & S Advisors Inc
N/A—1,850-1,850-100%$925.7K———
Sharp Wealth Advisory, LLC
N/A—1,846-1,846-100%$923.7K———
Birchcreek Wealth Management, LLC
N/A—1,844-1,844-100%$922.6K———
Core Capital Management & Research, inc.
N/A—1,840-1,840-100%$926.2K———
Nikulski Financial, Inc.
N/A—1,831-1,831-100%$916.2K———
Reyl & Cie S.A.
N/A—1,823-1,823-100%$875.8K———
KMT Wealth Management, LLC
N/A—1,817-1,817-100%$909.2K———
Dearborn Partners LLC
N/A—1,797-1,797-100%$899.2K———
Renaissance Technologies LLC
N/A—1,791-1,791-100%$892.5K———
Heritage Wealth Management, Inc. s
N/A—1,788-1,788-100%$894.7K———
Investment Counsel Co of Nevada
N/A—1,786-1,786-100%$893.7K———
Evergreen Wealth Partners LLC
N/A—1,785-1,785-100%$893.4K———
Wealth Advisors of Tampa Bay, LLC
N/A—1,775-1,775-100%$888.2K———
PFC Capital Group, Inc.
N/A—1,775-1,775-100%$888.0K———
GW&K Investment Management, LLC
N/A—1,767-1,767-100%$884.0K———
Alpha Financial Partners LLC
N/A—1,755-1,755-100%$878.2K———
Boyar Asset Management Inc.
N/A—1,754-1,754-100%$877.7K———
Hyperion Capital Advisors LP
N/A—1,754-1,754-100%$877.7K———
Horizon Investment Services, LLC
N/A—1,742-1,742-100%$871.7K———
Cedarwood Wealth LLC
N/A—1,731-1,731-100%$866.3K———
Paragon Financial Partners, Inc.
N/A—1,728-1,728-100%$883.9K———
Anson Funds Management LPA
N/A—1,727-1,727-100%$864.2K———
Blackstone Inc.
N/A—1,726-1,726-100%$863.7K———
Marco Investment Management LLC
N/A—1,724-1,724-100%$862.7K———
Legacy Capital Group California, Inc.
N/A—1,723-1,723-100%$862.1K———
Precision Wealth Strategies, LLC
N/A—1,716-1,716-100%$858.7K———
Clarkston Capital Partners, LLC
N/A—1,715-1,715-100%$858.2K———
Coign Capital Advisors LLC
N/A—1,715-1,715-100%$858.2K———
Prelude Capital Management, LLC
N/A—1,697-1,697-100%$849.2K———
Sequent Planning LLC
N/A—1,685-1,685-100%$843.2K———
Vega Investment Solutions
N/A—1,677-1,677-100%$839.2K———
Houlihan Financial Resource Group, Ltd.
N/A—1,675-1,675-100%$838.2K———
Stonebridge Financial Group, LLC / MO
N/A—1,674-1,674-100%$837.7K———
Partners in Financial Planning
N/A—1,674-1,674-100%$837.7K———
PAX Financial Group, LLC
N/A—1,671-1,671-100%$836.2K———
Fullerton Fund Management Co Ltd.
N/A—1,669-1,669-100%$835.2K———
RIK Saylor Financial, Inc.
N/A—1,646-1,646-100%$823.6K———
Conscious Wealth Investments, LLC
N/A—1,645-1,645-100%$805.5K———
Old North State Trust, LLC
N/A—1,643-1,643-100%$822.0K———
Legend Capital Advisors LLC
N/A—1,632-1,632-100%$816.6K———
Winslow Asset Management Inc
N/A—1,631-1,631-100%$816.0K———
Empirical Asset Management, LLC
N/A—1,619-1,619-100%$810.0K———
Petix & Botte Co
N/A—1,613-1,613-100%$807.1K———
Navalign, LLC
N/A—1,612-1,612-100%$806.6K———
Asahi Life Asset Management Co., Ltd.
N/A—1,611-1,611-100%$806.1K———
Goodman Financial Corp
N/A—1,610-1,610-100%$805.6K———
Abound Financial, LLC
N/A—1,609-1,609-100%$805.1K———
Berkeley Capital Partners, LLC
N/A—1,606-1,606-100%$803.6K———
Clarion Wealth Managment Partners, LLC
N/A—1,604-1,604-100%$802.6K———
Vista Investment Management
N/A—1,602-1,602-100%$801.6K———
Chatterton & Associates Inc.
N/A—1,602-1,602-100%$793.7K———
PlanVest Financial, Inc
N/A—1,601-1,601-100%$801.1K———
Tulsa Wealth Advisors, Inc
N/A—1,594-1,594-100%$797.6K———
Integrity Wealth Solutions LLC
N/A—1,588-1,588-100%$794.5K———
Providence Capital Advisors, LLC
N/A—1,587-1,587-100%$794.1K———
Clearwater Capital Advisors, LLC
N/A—1,587-1,587-100%$794.2K———
WealthCollab, LLC
N/A—1,585-1,585-100%$793.1K———
Compton Financial Group, LLC
N/A—1,581-1,581-100%$791.1K———
Coastwise Capital Group, LLC
N/A—1,580-1,580-100%$790.6K———
Tower Wealth Partners, Inc.
N/A—1,578-1,578-100%$789.6K———
Orion Investment Co
N/A—1,578-1,578-100%$789.6K———
Laidlaw Wealth Management LLC
N/A—1,578-1,578-100%$789.6K———
Morse Asset Management, Inc
N/A—1,577-1,577-100%$789.1K———
Mandatum Life Insurance Co Ltd
N/A—1,569-1,569-100%$785.1K———
Tripletail Wealth Management, LLC
N/A—1,565-1,565-100%$794.7K———
UP Strategic Wealth Investment Advisors LLC
N/A—1,563-1,563-100%$811.0K———
Vantage Point Financial LLC
N/A—1,555-1,555-100%$778.1K———
Shared Vision Wealth Group LLC
N/A—1,546-1,546-100%$773.7K———
Arkos Global Advisors
N/A—1,542-1,542-100%$772.0K———
Stephen J. Garry & Associates, LLC
N/A—1,541-1,541-100%$771.1K———
KEB Asset Management, LLC
N/A—1,538-1,538-100%$769.6K———
SSI Investment Management LLC
N/A—1,535-1,535-100%$768.1K———
Astoria Portfolio Advisors Llc.
N/A—1,531-1,531-100%$766.1K———
Markin Asset Management, LP
N/A—1,528-1,528-100%$764.6K———
Trillium Asset Management, LLC
N/A—1,527-1,527-100%$764.1K———
Core Wealth Advisors, Inc.
N/A—1,522-1,522-100%$761.6K———
One Wealth Advisors, LLC
N/A—1,522-1,522-100%$761.6K———
Chokshi & Queen Wealth Advisors, Inc
N/A—1,515-1,515-100%$758.1K———
44 Wealth Management LLC
N/A—1,514-1,514-100%$757.6K———
Sonoma Allocations LLC
N/A—1,508-1,508-100%$759.2K———
Trevian Wealth Management LLC
N/A—1,503-1,503-100%$752.1K———
Neo Ivy Capital Management
N/A—1,502-1,502-100%$751.6K———
Rogco, LP
N/A—1,501-1,501-100%$751.1K———
HughesLittle Investment Management Ltd.
N/A—1,500-1,500-100%$750.6K———
Synergy Investment Management, LLC
N/A—1,497-1,497-100%$754.0K———
Compass Financial Services Inc
N/A—1,489-1,489-100%$745.1K———
Sandhill Capital Partners LLC
N/A—1,488-1,488-100%$744.6K———
Brooks, Moore & Associates, Inc.
N/A—1,485-1,485-100%$693.1K———
Gould Asset Management LLC
N/A—1,472-1,472-100%$736.6K———
FreeGulliver LLC
N/A—1,469-1,469-100%$735.1K———
Veridan Wealth LLC
N/A—1,465-1,465-100%$733.1K———
B & T Capital Management DBA Alpha Capital Management
N/A—1,461-1,461-100%$731.1K———
Synergy Financial Group, LTD
N/A—1,457-1,457-100%$729.1K———
Trustco Bank Corp N Y
N/A—1,456-1,456-100%$728.6K———
Opus Financial Solutions LLC
N/A—1,455-1,455-100%$728.1K———
Rialto Wealth Management, LLC
N/A—1,451-1,451-100%$726.1K———
Citizens & Northern Corp
N/A—1,449-1,449-100%$725.1K———
Drake & Associates, LLC
N/A—1,438-1,438-100%$719.6K———
Barnes Wealth Management Group, Inc
N/A—1,435-1,435-100%$718.1K———
Lutz Financial Services LLC
N/A—1,435-1,435-100%$718.1K———
Carl P. Sherr & Co., LLC
N/A—1,421-1,421-100%$711.1K———
Atlas Wealth LLC
N/A—1,412-1,412-100%$706.6K———
Citizens Business Bank
N/A—1,408-1,408-100%$704.6K———
Strategic Financial Concepts, LLC
N/A—1,393-1,393-100%$682.0K———
Colter Lewis Investment Partners LLC
N/A—1,388-1,388-100%$694.5K———
Wellington-Altus USA Inc.
N/A—1,384-1,384-100%$663.2K———
Lavaca Capital LLC
N/A—1,376-1,376-100%$688.5K———
Moment Partners, LLC
N/A—1,376-1,376-100%$688.5K———
English Capital Management LLC
N/A—1,371-1,371-100%$686.0K———
Miramar Capital, LLC
N/A—1,371-1,371-100%$686.0K———
Widmann Financial Services, Inc.
N/A—1,370-1,370-100%$685.5K———
Cercano Management LLC
N/A—1,369-1,369-100%$685.0K———
Axiom Financial Strategies, LLC
N/A—1,368-1,368-100%$684.5K———
Corsicana & Co.
N/A—1,366-1,366-100%$683.5K———
Kirtland Hills Capital Management, LLC
N/A—1,361-1,361-100%$681.0K———
Cbiz Investment Advisory Services, LLC
N/A—1,360-1,360-100%$651.7K———
M3 Advisory Group, LLC
N/A—1,354-1,354-100%$677.6K———
Schiavi & Co LLC
N/A—1,353-1,353-100%$677.0K———
Athena Investment Management
N/A—1,350-1,350-100%$675.5K———
Systematic Alpha Investments, LLC
N/A—1,346-1,346-100%$673.5K———
Sun Financial Inc
N/A—1,346-1,346-100%$712.6K———
Clarendon Private LLC
N/A—1,345-1,345-100%$673.0K———
V2 Financial group LLC
N/A—1,345-1,345-100%$673.0K———
Plotkin Financial Advisors, LLC
N/A—1,337-1,337-100%$669.0K———
FMB Wealth Management
N/A—1,334-1,334-100%$667.5K———
Cetera Trust Company, N.a
N/A—1,323-1,323-100%$662.0K———
Itau Unibanco Holding S.A.
N/A—1,319-1,319-100%$660.0K———
Exit Wealth Advisors, Llc.
N/A—1,317-1,317-100%$659.0K———
Hirtle & Co., LLC
N/A—1,309-1,309-100%$655.0K———
First Dallas Securities Inc.
N/A—1,302-1,302-100%$651.5K———
Abbot Financial Management, Inc.
N/A—1,296-1,296-100%$648.5K———
Formulate Financial LLC
N/A—1,295-1,295-100%$648.0K———
Seneca House Advisors
N/A—1,294-1,294-100%$647.5K———
Hamilton Wealth, LLC
N/A—1,292-1,292-100%$646.5K———
Aspen Wealth Strategies, LLC
N/A—1,292-1,292-100%$646.5K———
Elefante Mark B
N/A—1,290-1,290-100%$645.5K———
GFI Investment Counsel Ltd.
N/A—1,289-1,289-100%$645.0K———
Accretive Wealth Partners, LLC
N/A—1,289-1,289-100%$645.0K———
Portfolio Strategies, Inc.
N/A—1,285-1,285-100%$643.0K———
Horizon Bancorp Inc
N/A—1,280-1,280-100%$640.0K———
Avos Capital Management, LLC
N/A—1,280-1,280-100%$640.5K———
Daybright Advisory Services, Inc.
N/A—1,278-1,278-100%$653.9K———
Swan Global Investments, LLC
N/A—1,275-1,275-100%$233.7K———
Johnson Wealth Management, LLC
N/A—1,273-1,273-100%$637.0K———
MQS Management LLC
N/A—1,272-1,272-100%$636.5K———
Bellevue Asset Management, LLC
N/A—1,264-1,264-100%$632.5K———
Concentrum Wealth Management
N/A—1,262-1,262-100%$631.5K———
NerdWallet Wealth Partners, LLC
N/A—1,257-1,257-100%$629.0K———
Morris Financial Concepts, Inc.
N/A—1,255-1,255-100%$628.0K———
RBF Capital, LLC
N/A—1,241-1,241-100%$621.0K———
Carr Financial Group Corp
N/A—1,239-1,239-100%$620.0K———
Capital Counsel LLC
N/A—1,237-1,237-100%$619.0K———
Permanens Capital L.P.
N/A—1,233-1,233-100%$617.0K———
Everest Private Wealth
N/A—1,231-1,231-100%$616.0K———
HFG Advisors, Inc.
N/A—1,230-1,230-100%$615.5K———
Private Capital Management, LLC
N/A—1,225-1,225-100%$613.0K———
Pack Private Wealth, LLC
N/A—1,225-1,225-100%$613.0K———
Rock Point Advisors, LLC
N/A—1,220-1,220-100%$610.5K———
Intellus Advisors LLC
N/A—1,220-1,220-100%$610.5K———
Cauble & Harre Wealth Management, Inc.
N/A—1,218-1,218-100%$609.5K———
Forge Financial Services LLC
N/A—1,216-1,216-100%$608.5K———
Cedar Wealth Management, LLC
N/A—1,212-1,212-100%$606.5K———
Hilltop Wealth Advisors, LLC
N/A—1,210-1,210-100%$605.5K———
Theory Financial LLC
N/A—1,208-1,208-100%$604.5K———
Noble Wealth Partners LLC
N/A—1,202-1,202-100%$601.6K———
Cutler Capital Management, LLC
N/A—1,200-1,200-100%$600.5K———
Traub Capital Management LLC
N/A—1,199-1,199-100%$600.0K———
Aspen Capital Management, LLC
N/A—1,198-1,198-100%$599.5K———
Second Half Financial Partners, LLC
N/A—1,195-1,195-100%$598.0K———
Serenus Wealth Advisors, LLC
N/A—1,186-1,186-100%$593.5K———
Oversea-Chinese Banking Corp Ltd
N/A—1,171-1,171-100%$584.8K———
Payne Capital Management, LLC
N/A—1,170-1,170-100%$585.4K———
Ranch Capital Advisors Inc.
N/A—1,168-1,168-100%$584.3K———
Clifford Group, LLC
N/A—1,166-1,166-100%$583.5K———
Bruce G. Allen Investments, LLC
N/A—1,162-1,162-100%$581.5K———
Kilter Group LLC
N/A—1,159-1,159-100%$580.0K———
Dividend Assets Capital, LLC
N/A—1,155-1,155-100%$578.0K———
Kane Investment Management, Inc.
N/A—1,151-1,151-100%$575.9K———
NFC Investments, LLC
N/A—1,145-1,145-100%$573.0K———
Aegis Wealth Management LLC
N/A—1,144-1,144-100%$572.4K———
Tandem Financial, LLC
N/A—1,138-1,138-100%$569.4K———
Mendel Capital Management LLC
N/A—1,136-1,136-100%$568.4K———
Napier Financial, LLC
N/A—1,135-1,135-100%$567.9K———
RED Reef Advisors LLC
N/A—1,134-1,134-100%$567.4K———
Alpha Zero LLC
N/A—1,126-1,126-100%$555.3K———
Beacon Harbor Wealth Advisors, Inc.
N/A—1,121-1,121-100%$573.2K———
Buffalo Business & Estate Services LTD
N/A—1,119-1,119-100%$559.9K———
OneAscent Wealth Management LLC
N/A—1,104-1,104-100%$552.4K———
Addison Advisors LLC
N/A—1,097-1,097-100%$548.9K———
Wilson & Boucher Capital Management, LLC
N/A—1,093-1,093-100%$546.9K———
Mustico Financial Group, Inc.
N/A—1,083-1,083-100%$536.4K———
Macro Advisors, Inc.
N/A—1,079-1,079-100%$539.9K———
Graney & King, LLC
N/A—1,069-1,069-100%$534.9K———
Cloud Capital Management, LLC
N/A—1,064-1,064-100%$531.0K———
Golden Road Advisors LLC
N/A—1,063-1,063-100%$531.9K———
Concorde Asset Management, LLC
N/A—1,061-1,061-100%$530.9K———
Hopwood Nicholas Hunter
N/A—1,054-1,054-100%$527.4K———
GTS Financial, LLC
N/A—1,049-1,049-100%$509.6K———
AXQ Capital, LP
N/A—1,047-1,047-100%$523.9K———
Geometric Wealth Advisors
N/A—1,047-1,047-100%$523.9K———
Benchmark Investment Advisors LLC
N/A—1,046-1,046-100%$523.4K———
Chico Wealth RIA
N/A—1,042-1,042-100%$521.4K———
Brogan Financial, Inc.
N/A—1,038-1,038-100%$519.4K———
Daner Wealth Management, LLC
N/A—1,037-1,037-100%$525.7K———
Tanglewood Legacy Advisors, LLC
N/A—1,036-1,036-100%$518.4K———
von Borstel & Associates, Inc.
N/A—1,028-1,028-100%$514.0K———
Blackhawk Capital Partners, LLC
N/A—1,019-1,019-100%$509.9K———
Davis Wealth Advisors, LLC
N/A—1,019-1,019-100%$509.9K———
Entelevest, LLC
N/A—1,015-1,015-100%$507.9K———
Hobbs Group Advisors, LLC
N/A—1,012-1,012-100%$506.1K———
Premier Private Wealth Management LLC
N/A—1,009-1,009-100%$504.9K———
DiPaolo Financial Group, Inc.
N/A—1,006-1,006-100%$503.4K———
Pinney & Scofield, Inc.
N/A—1,002-1,002-100%$501.4K———
Cohen & Steers, Inc.
N/A—1,000-1,000-100%$500.0K———
Jackson Wealth Management, LLC
N/A—1,000-1,000-100%$500.0K———
Crews Bank & Trust
N/A—1,000-1,000-100%$500.4K———
Keener Financial Planning LLC
N/A—1,000-1,000-100%$500.0K———
Night Owl Capital Management, LLC
N/A—1,000-1,000-100%$500.4K———
Oxinas Partners, LLC
N/A—996-996-100%$498.4K———
Eaton-Cambridge Inc.
N/A—996-996-100%$498.4K———
Alaska Wealth Advisors, LLC
N/A—993-993-100%$496.9K———
American Asset Management Inc.
N/A—990-990-100%$495.4K———
Renaissance Group LLC
N/A—989-989-100%$494.9K———
Verity Wealth Advisors
N/A—985-985-100%$492.9K———
Retirement Management Systems Inc.
N/A—982-982-100%$491.4K———
Balanced Rock Investment Advisors LLC
N/A—981-981-100%$490.9K———
Fidelis Wealth Advisors LLC
N/A—980-980-100%$490.6K———
Millington Financial Advisors, LLC
N/A—978-978-100%$480.1K———
Clear Investment Research, LLC
N/A—977-977-100%$488.9K———
Cascade Wealth Advisors, Inc
N/A—976-976-100%$509.3K———
US Asset Management LLC
N/A—971-971-100%$485.9K———
JHP Wealth Management, LLC
N/A—970-970-100%$485.4K———
Joule Financial, LLC
N/A—969-969-100%$484.9K———
McElhenny Sheffield Capital Management, LLC
N/A—968-968-100%$484.4K———
Sachetta, LLC
N/A—967-967-100%$483.8K———
Pinnacle Family Advisors, LLC
N/A—961-961-100%$480.9K———
Payne Capital LLC
N/A—961-961-100%$731.1K———
Affinity Wealth Management LLC
N/A—960-960-100%$480.4K———
Prudent Investors Network, Inc.
N/A—958-958-100%$479.4K———
Passive Capital Management, Llc.
N/A—953-953-100%$479.0K———
Oak Wealth Advisors LLC
N/A—952-952-100%$476.4K———
Silver Coast Investments LLC
N/A—950-950-100%$475.4K———
Saranac Partners Ltd
N/A—950-950-100%$475.4K———
Mcguire Capital Advisors Inc
N/A—943-943-100%$471.9K———
Numerai GP LLC
N/A—934-934-100%$467.4K———
Advance Capital Management, Inc.
N/A—930-930-100%$465.4K———
Forefront Wealth Partners, LLC
N/A—928-928-100%$464.4K———
Presper Financial Architects, LLC
N/A—924-924-100%$462.4K———
Arbor Trust Wealth Advisors, LLC
N/A—920-920-100%$460.4K———
Rosenblum Silverman Sutton S F Inc
N/A—920-920-100%$460.4K———
Tobias Financial Advisors, Inc.
N/A—919-919-100%$460.0K———
Vantus Wealth LLC
N/A—916-916-100%$458.4K———
Fortis Group Advisors, LLC
N/A—915-915-100%$457.9K———
Evolution Advisers, Inc.
N/A—911-911-100%$455.0K———
Cornerstone Financial Management LLC
N/A—910-910-100%$455.4K———
Seven Springs Wealth Group, LLC
N/A—905-905-100%$452.9K———
Prospect Financial Services LLC
N/A—903-903-100%$451.9K———
Anchor Bay Capital, Inc.
N/A—901-901-100%$477.0K———
Ackerman Asset Management, LLC
N/A—900-900-100%$450.4K———
Zevin Asset Management LLC
N/A—899-899-100%$449.9K———
Curio Wealth, LLC
N/A—899-899-100%$449.9K———
Delaney Dennis R
N/A—895-895-100%$447.8K———
Rasp Wealth Solutions, LLC
N/A—894-894-100%$447.6K———
Avise Financial Cooperative, Inc.
N/A—894-894-100%$447.3K———
Collaborative Wealth Managment Inc.
N/A—894-894-100%$447.3K———
Diamant Asset Management, Inc.
N/A—890-890-100%$445.3K———
Astra Wealth Partners LLC
N/A—887-887-100%$443.8K———
Thayer Partners, LLC / MA
N/A—878-878-100%$439.3K———
Strathmore Capital Advisors, Inc.
N/A—878-878-100%$429.9K———
Orion Capital Management LLC
N/A—877-877-100%$438.8K———
Dogwood Wealth Management LLC
N/A—875-875-100%$437.8K———
Sprott Inc.
N/A—875-875-100%$437.8K———
Bay Rivers Group
N/A—874-874-100%$437.3K———
Addison Capital Co
N/A—873-873-100%$436.8K———
Bank OZK
N/A—873-873-100%$436.8K———
Cannon Wealth Management Services, LLC
N/A—868-868-100%$434.4K———
Permanent Capital Management, LP
N/A—867-867-100%$433.8K———
10Elms LLP
N/A—864-864-100%$432.3K———
Astoria Strategic Wealth, Inc.
N/A—864-864-100%$432.3K———
OneAscent Investment Solutions LLC
N/A—860-860-100%$430.3K———
Note Advisors, LLC
N/A—853-853-100%$426.9K———
Fortis Advisors, LLC
N/A—851-851-100%$425.8K———
Chelsea Counsel Co
N/A—849-849-100%$424.8K———
17 Capital Partners, LLC
N/A—842-842-100%$421.3K———
Valued Wealth Advisors LLC
N/A—841-841-100%$420.8K———
Kerr Financial Planning Corp
N/A—840-840-100%$420.3K———
Eaton Financial Holdings Company, LLC
N/A—840-840-100%$420.3K———
American Wealth Advisors, LLC
N/A—840-840-100%$420.3K———
VestGen Investment Management
N/A—836-836-100%$418.3K———
Luminist Capital LLC
N/A—832-832-100%$416.3K———
Investment Advisory Services Group LLC
N/A—830-830-100%$415.2K———
Fourth Dimension Wealth, LLC
N/A—825-825-100%$412.8K———
Lansing Street Advisors
N/A—811-811-100%$405.8K———
Jacobson & Schmitt Advisors, LLC
N/A—811-811-100%$405.8K———
Brightwater Advisory LLC
N/A—802-802-100%$401.3K———
Granville Capital, Inc.
N/A—799-799-100%$399.8K———
Gem Investment Advisors, LLC
N/A—799-799-100%$399.8K———
Eurizon SLJ Capital Ltd
N/A—799-799-100%$399.8K———
Ruggaard & Associates LLC
N/A—796-796-100%$398.3K———
Emissary Wealth LLC
N/A—791-791-100%$395.8K———
Dynamic Technology Lab Private Ltd
N/A—791-791-100%$396.0K———
Odyssey Group, LLC
N/A—790-790-100%$395.3K———
Nicholson Wealth Management Group, LLC
N/A—789-789-100%$394.8K———
Altar Rock LLC
N/A—778-778-100%$389.3K———
Regatta Research & Money Management
N/A—777-777-100%$388.4K———
Brio Consultants, LLC
N/A—773-773-100%$386.8K———
Warther Private Wealth, LLC
N/A—770-770-100%$385.3K———
Capital Group Investment Management Pte. Ltd.
N/A—767-767-100%$383.8K———
MSA Advisors, LLC
N/A—766-766-100%$383.3K———
Ibex Wealth Advisors
N/A—765-765-100%$382.8K———
Community Bank, N.A.
N/A—765-765-100%$382.8K———
Warner Group LLC
N/A—762-762-100%$380.8K———
Conservest Capital Advisors, Inc.
N/A—761-761-100%$380.8K———
PSI Advisors, LLC
N/A—761-761-100%$380.8K———
Optimus Capital Advisors, LLC
N/A—760-760-100%$380.3K———
Kinloch Capital, LLC
N/A—759-759-100%$379.8K———
Fairfield, Bush & Co.
N/A—757-757-100%$378.8K———
Twin Focus Capital Partners, LLC
N/A—756-756-100%$378.3K———
Caxton Corp
N/A—754-754-100%$377.1K———
Bienville Capital Management, LLC
N/A—749-749-100%$374.8K———
Connors Investor Services Inc
N/A—746-746-100%$373.3K———
Planning Directions Inc
N/A—744-744-100%$372.3K———
Earnest Partners LLC
N/A—743-743-100%$371.8K———
Josh Arnold Investment Consultant, LLC
N/A—740-740-100%$370.3K———
Pacific Point Advisors, LLC
N/A—736-736-100%$368.3K———
Sharpepoint LLC
N/A—736-736-100%$368.3K———
McKinney Capital Management, LLC
N/A—732-732-100%$366.3K———
Custos Family Office, LLC
N/A—730-730-100%$365.3K———
SIH Partners, Lllp
N/A—728-728-100%$364.3K———
Wallace Advisory Group, LLC
N/A—727-727-100%$363.8K———
Highlander Partners, L.P.
N/A—725-725-100%$362.8K———
Libra Wealth LLC
N/A—725-725-100%$362.8K———
V. M. Manning & Co., Inc.
N/A—722-722-100%$361.3K———
JDM Financial Group LLC
N/A—717-717-100%$358.8K———
Capstone Wealth Management, Inc.
N/A—717-717-100%$360.4K———
Plum Street Advisors, LLC
N/A—716-716-100%$358.3K———
Panoramic Capital Partners, LLC
N/A—716-716-100%$358.3K———
RiverGlades Family Offices LLC
N/A—714-714-100%$357.3K———
Bollard Group LLC
N/A—713-713-100%$357.0K———
1015 Capital Partners, LLC
N/A—711-711-100%$355.8K———
Members Advisory Group LLC
N/A—710-710-100%$355.3K———
Marnell Management LLC
N/A—710-710-100%$355.3K———
Financial Freedom, LLC
N/A—707-707-100%$353.8K———
Copley Financial Group, Inc.
N/A—706-706-100%$353.3K———
Blom & Howell Financial Planning, Inc.
N/A—702-702-100%$351.3K———
Measured Wealth Private Client Group, LLC
N/A—702-702-100%$351.4K———
Burnham & Co LLC
N/A—700-700-100%$350.3K———
Revere Asset Management, Inc
N/A—700-700-100%$350.3K———
Carter Financial, LLC
N/A—689-689-100%$344.8K———
FSA Advisors, Inc.
N/A—686-686-100%$343.2K———
TD Capital Management LLC
N/A—685-685-100%$342.8K———
Frazier Financial Advisors, LLC
N/A—684-684-100%$342.3K———
Austin Wealth Management, LLC
N/A—683-683-100%$335.3K———
Peninsula Asset Management Inc
N/A—682-682-100%$341.3K———
SPG Advisors LLC
N/A—681-681-100%$340.8K———
CTC Alternative Strategies, Ltd.
N/A—680-680-100%$340.3K———
Stonebridge Financial Planning Group, LLC
N/A—680-680-100%$340.3K———
Cypress Capital Management LLC (WY)
N/A—678-678-100%$339.3K———
Manning & Napier Advisors LLC
N/A—672-672-100%$336.3K———
Round Hill Asset Management
N/A—670-670-100%$335.3K———
Star Financial Bank
N/A—668-668-100%$334.3K———
Elite Life Management LLC
N/A—664-664-100%$344.5K———
Integrity Financial Corp
N/A—664-664-100%$332.3K———
Latko Wealth Management, Ltd.
N/A—662-662-100%$331.3K———
ArborFi Advisors, LLC
N/A—662-662-100%$331.3K———
Wealth Management Associates, Inc.
N/A—662-662-100%$331.3K———
Colrain Capital LLC
N/A—659-659-100%$329.8K———
Phillips Wealth Planners LLC
N/A—656-656-100%$330.6K———
Paul R. Ried Financial Group, LLC
N/A—652-652-100%$326.3K———
First Washington Corp
N/A—650-650-100%$325.3K———
Pincus Capital Management, LP
N/A—650-650-100%$325.3K———
Maimon Wealth Management Ltd.
N/A—648-648-100%$324.3K———
Pingora Partners LLC
N/A—647-647-100%$323.8K———
Osbon Capital Management LLC
N/A—645-645-100%$323.1K———
Vertex Planning Partners, LLC
N/A—644-644-100%$322.3K———
Point Windward Advisors Inc.
N/A—637-637-100%$318.7K———
Spahn Wealth & Retirement LLC
N/A—630-630-100%$315.2K———
PCG Wealth Advisors, LLC
N/A—623-623-100%$311.7K———
Delos Wealth Advisors, LLC
N/A—621-621-100%$310.7K———
Pursuit Wealth Strategies, LLC
N/A—620-620-100%$310.2K———
Greenline Wealth Management LLC
N/A—619-619-100%$309.7K———
RPS Advisory Solutions LLC
N/A—619-619-100%$309.7K———
Prepared Retirement Institute LLC
N/A—613-613-100%$306.7K———
Alpha Financial Advisors, LLC
N/A—612-612-100%$306.2K———
Beacon Bridge Wealth Partners, LLC
N/A—612-612-100%$306.2K———
LifePlan Investment Advisors, Inc.
N/A—610-610-100%$305.2K———
Militia Capital Management LLC
N/A—604-604-100%$302.2K———
Engineers Gate Manager LP
N/A—604-604-100%$302.2K———
Medallion Wealth Advisors, LLC
N/A—600-600-100%$300.2K———
Notis-McConarty Edward
N/A—600-600-100%$300.2K———
Bawa N Mallick Trust
N/A—600-600-100%$300.2K———
Centennial Bank
N/A—600-600-100%$300.2K———
Capula Management Ltd
N/A—597-597-100%$298.7K———
Hurricane Capital Advisors LLC
N/A—595-595-100%$297.7K———
Providence Financial Advisors, LLC
N/A—593-593-100%$296.7K———
Sompo Asset Management Co., Ltd.
N/A—590-590-100%$295.2K———
Claris Advisors, LLC / MO /
N/A—587-587-100%$293.7K———
Legacy Wealth Managment, LLC
N/A—585-585-100%$292.5K———
HTG Investment Advisors, Inc.
N/A—583-583-100%$291.5K———
Transamerica Financial Advisors, LLC
N/A—580-580-100%$290.2K———
Cadia Private Client LLC
N/A—575-575-100%$287.7K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—575-575-100%$287.7K———
Kiker Wealth Management, LLC
N/A—573-573-100%$286.7K———
New Insight Wealth Advisors
N/A—568-568-100%$284.2K———
Dynasty Wealth Management, LLC
N/A—567-567-100%$283.7K———
VanWeelden Wealth Management, LLC
N/A—567-567-100%$283.7K———
Signal Tree Financial Partners LLC
N/A—564-564-100%$282.2K———
BlueStem Wealth Partners, LLC
N/A—561-561-100%$280.7K———
Platform Wealth Management, LLC
N/A—561-561-100%$280.7K———
Keyvantage Wealth, LLC
N/A—561-561-100%$280.7K———
Slagle Financial, LLC
N/A—560-560-100%$280.2K———
Holistic Financial Partners
N/A—559-559-100%$279.7K———
ODonnell Financial Services, LLC
N/A—559-559-100%$279.7K———
S Harris Financial Group, LLC
N/A—559-559-100%$279.7K———
Disciplined Investments, LLC
N/A—553-553-100%$276.7K———
Caitlin John, LLC
N/A—553-553-100%$276.7K———
Seaside Wealth Management, Inc.
N/A—550-550-100%$275.2K———
Sykon Capital LLC
N/A—550-550-100%$275.2K———
One Wealth Map LLC
N/A—545-545-100%$277.5K———
Mpwm Advisory Solutions, LLC
N/A—544-544-100%$272.2K———
WorthPointe, LLC
N/A—543-543-100%$271.7K———
Cassady Wealth & Retirement Planning, LLC
N/A—540-540-100%$270.2K———
Mosaic Financial Group, LLC
N/A—540-540-100%$270.0K———
SIT Investment Associates Inc
N/A—533-533-100%$267.0K———
RFP Financial Group LLC
N/A—532-532-100%$266.2K———
Bellars Harris Wealth Management, LLC
N/A—524-524-100%$262.2K———
Collaborative Capital Advisors LLC
N/A—520-520-100%$260.2K———
Corus Family Wealth Advisors
N/A—520-520-100%$260.0K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—519-519-100%$259.7K———
United Bank
N/A—517-517-100%$258.7K———
Valued Retirements, Inc.
N/A—515-515-100%$257.7K———
Swisher Financial Concepts, Inc.
N/A—512-512-100%$256.2K———
Howe & Rusling Inc
N/A—508-508-100%$254.2K———
Guardian Capital, LLC
N/A—505-505-100%$252.7K———
Teachers Insurance & Annuity Association of America
N/A—500-500-100%$250.2K———
GHE, LLC
N/A—500-500-100%$250.2K———
Drexel Morgan & Co.
N/A—500-500-100%$250.2K———
Van Diest Capital, LLC
N/A—498-498-100%$249.2K———
Groupe la Francaise
N/A—497-497-100%$220.4K———
Copia Wealth Management
N/A—497-497-100%$248.7K———
Landing Point Financial Group, LLC
N/A—497-497-100%$248.7K———
C M Bidwell & Associates LTD
N/A—493-493-100%$246.7K———
Summit Wealth Partners, LLC
N/A—487-487-100%$243.7K———
Beck Bode, LLC
N/A—482-482-100%$241.2K———
Mason Investment Advisory Services, Inc.
N/A—481-481-100%$240.7K———
Troutman Wealth Management, LLC
N/A—479-479-100%$239.7K———
Chase Investment Counsel Corp
N/A—478-478-100%$239.0K———
Paladin Advisory Group, LLC
N/A—475-475-100%$237.7K———
Topel & Distasi Wealth Management, LLC
N/A—472-472-100%$236.2K———
Advocacy Wealth Management, LLC
N/A—469-469-100%$234.7K———
Tolleson Wealth Management, Inc.
N/A—468-468-100%$234.2K———
St. Nicholas Private Asset Management, Inc
N/A—465-465-100%$232.7K———
Semanteon Capital Management, LP
N/A—462-462-100%$231.2K———
Partners Capital Investment Group, LLP
N/A—459-459-100%$229.7K———
Headland Capital, LLC
N/A—458-458-100%$229.2K———
JMN Financial LLC
N/A—457-457-100%$228.7K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—454-454-100%$227.2K———
Winthrop Partners - WNY, LLC
N/A—450-450-100%$225.2K———
Figure 8 Investment Strategies LLC
N/A—450-450-100%$225.2K———
Steadtrust LLC
N/A—449-449-100%$224.7K———
Melfa Wealth Management, Inc.
N/A—447-447-100%$223.7K———
One Wealth Management Investment & Advisory Services, LLC
N/A—444-444-100%$222.2K———
Scientech Research LLC
N/A—439-439-100%$219.7K———
Broyhill Asset Management, LLC
N/A—433-433-100%$216.7K———
5T Wealth, LLC
N/A—433-433-100%$216.7K———
TPG Financial Advisors, LLC
N/A—431-431-100%$215.7K———
Wealth Watch Advisors, Inc
N/A—429-429-100%$214.7K———
Objectivity Squared, LLC
N/A—428-428-100%$214.2K———
Peloton Wealth Strategists
N/A—426-426-100%$213.0K———
OakTrust Wealth Advisors, LLC
N/A—420-420-100%$210.2K———
Trailhead Planners LLC
N/A—420-420-100%$210.2K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—419-419-100%$209.6K———
Walsh & Associates, LLC
N/A—418-418-100%$209.2K———
Great OAK Capital Partners, LLC
N/A—417-417-100%$207.2K———
Meridian Management Co
N/A—415-415-100%$207.7K———
Prostatis Group LLC
N/A—414-414-100%$207.2K———
Zinnia Wealth Advisory, LLC
N/A—414-414-100%$207.2K———
International Private Wealth Advisors LLC
N/A—412-412-100%$206.2K———
Kropog Financial Group, LLC
N/A—410-410-100%$205.2K———
Generations Wealth, LLC
N/A—409-409-100%$204.7K———
Bravera Wealth
N/A—407-407-100%$203.7K———
Avant Capital LLC
N/A—406-406-100%$203.2K———
Mach-1 Financial Group, LLC
N/A—404-404-100%$202.2K———
Barnett & Company, Inc.
N/A—402-402-100%$201.2K———
Darwin Wealth Management, LLC
N/A—401-401-100%$200.7K———
Cumberland Partners Ltd
N/A—400-400-100%$200.2K———
January Capital Advisors LLC
N/A—400-400-100%$200.2K———
SK Wealth Management, LLC
N/A—397-397-100%$210.2K———
Loomis Sayles & Co L P
N/A—395-395-100%$197.7K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—388-388-100%$194.2K———
Quarry LP
N/A—384-384-100%$192.2K———
Accent Capital Management, LLC
N/A—360-360-100%$180.1K———
NWK Group, Inc.
N/A—357-357-100%$178.6K———
Vision Retirement, LLC
N/A—354-354-100%$177.1K———
Leo H. Evart, Inc.
N/A—350-350-100%$175.1K———
HighMark Wealth Management LLC
N/A—311-311-100%$155.6K———
Luken Investment Analytics, LLC
N/A—306-306-100%$153.1K———
Silvant Capital Management LLC
N/A—283-283-100%$141.6K———
Copos Capital B.V.
N/A—283-283-100%$141.6K———
Investors Portfolio Services LLC
N/A—282-282-100%$141.1K———
Minot DeBlois Advisors LLC
N/A—275-275-100%$137.6K———
Wellington Grp LLC
N/A—264-264-100%$126.5K———
Nalls Sherbakoff Group, LLC
N/A—257-257-100%$128.6K———
Chesapeake Asset Management LLC
N/A—235-235-100%$117.6K———
Logan Capital Management Inc
N/A—233-233-100%$116.6K———
MRP Capital Investments, LLC
N/A—225-225-100%$112.6K———
1248 Management, LLC
N/A—205-205-100%$102.6K———
Front Row Advisors LLC
N/A—196-196-100%$101.2K———
Nova Wealth Management, Inc.
N/A—191-191-100%$95.7K———
Strive Financial Group,LLC
N/A—186-186-100%$93.1K———
Highland Investment Advisors LLC
N/A—182-182-100%$91.1K———
Consultiva Wealth Management, Corp.
N/A—179-179-100%$89.6K———
1 North Wealth Services LLC
N/A—168-168-100%$84.1K———
Merrithew & Thorsten Inc
N/A—150-150-100%$75.0K———
Standard Family Office LLC
N/A—148-148-100%$74.1K———
Penserra Capital Management LLC
N/A—147-147-100%$73.0K———
Sankala Group LLC
N/A—145-145-100%$73.1K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—137-137-100%$68.6K———
Atlantic Private Wealth, LLC
N/A—107-107-100%$53.5K———
WHI Trust Co LLC
N/A—100-100-100%$50.0K———
Broadwater Capital Management LLC
N/A—77-77-100%$38.5K———
Toews Corp
N/A—75-75-100%$37.5K———
HFM Investment Advisors, LLC
N/A—73-73-100%$36.5K———
Atomic Invest LLC
N/A—71-71-100%$35.0K———
Harvest Fund Management Co., Ltd
N/A—66-66-100%$33.0K———
ESL Trust Services, LLC
N/A—60-60-100%$30.0K———
Clal Insurance Enterprises Holdings Ltd
N/A—57-57-100%$29———
Hamrick Investment Counsel, llc
N/A—41-41-100%$20.5K———
Collier Financial
N/A—36-36-100%$18.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—34-34-100%$17.0K———
Longfellow Investment Management Co LLC
N/A—31-31-100%$15.5K———
CapitalatWork S.A.
N/A—19-19-100%$10———
Peterson Wealth Management
N/A—13-13-100%$6.5K———
Palladiem, LLC
N/A—9-9-100%$4.5K———
Vanguard Advisers Inc
N/A—6-6-100%$3.0K———
Harborfront Financial Group LLC
N/A—5-5-100%$2.5K———
Conquis Financial LLC
N/A—5-5-100%$2.5K———
DRH Investments, Inc.
N/A—2-2-100%$1.0K———
Ross\johnson & Associates LLC
N/A—2-2-100%$1.0K———
Oakmont Advisory Group, LLC
N/A—00—$0———
Showing 5030 of 5030 institutions