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BHP Group LTD (BHP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares24,510,291 from 24,341,120
Change+169,171 (+1%)
Value$2.1B (+$51.6M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares6,731,770 from 5,627,636
Change+1,104,134 (+20%)
Value$571.1M (+$102.3M)
Filed 2026-11-04
Dimensional Fund Advisors LP
DECREASED
Shares3,475,481 from 3,493,023
Change-17,542 (0%)
Value$294.9M (+$3.9M)
Filed 2026-11-04
Townsend & Associates, Inc
INCREASED
Shares620,441 from 619,268
Change+1,173 (+0%)
Value$51.7M (+$1.8M)
Filed 2026-10-23
Creative Planning
INCREASED
Shares553,078 from 515,030
Change+38,048 (+7%)
Value$46.9M (+$4.0M)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares460,877 from 541,049
Change-80,172 (-15%)
Value$39.1M (-$6.0M)
Filed 2026-11-06
Pacific Heights Asset Management LLC
DECREASED
Shares400,000 from 450,000
Change-50,000 (-11%)
Value$33.9M (-$3.6M)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares371,895 from 465,756
Change-93,861 (-20%)
Value$31.5M (-$6.6M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares266,580 from 266,543
Change+37 (+0%)
Value$22.6M (+$410.9K)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED
Shares261,230 from 258,419
Change+2,811 (+1%)
Value$22.2M (+$633.9K)
Filed 2026-10-05
Vicus Capital
DECREASED
Shares189,023 from 203,323
Change-14,300 (-7%)
Value$16.0M (-$902.1K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares180,134 from 191,061
Change-10,927 (-6%)
Value$15.3M (-$634.7K)
Filed 2026-11-05
Violich Capital Management, Inc.
DECREASED
Shares171,914 from 179,314
Change-7,400 (-4%)
Value$14.6M (-$353.5K)
Filed 2026-10-05
Kornitzer Capital Management Inc
INCREASED
Shares168,383 from 168,300
Change+83 (+0%)
Value$14.3M (+$264.5K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares165,629 from 158,701
Change+6,928 (+4%)
Value$14.1M (+$830.6K)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
DECREASED
Shares149,463 from 154,101
Change-4,638 (-3%)
Value$12.7M (-$157.7K)
Filed 2026-10-21
Moran Wealth Management, LLC
INCREASED
Shares147,734 from 141,765
Change+5,969 (+4%)
Value$12.5M (+$723.3K)
Filed 2026-10-22
Fusion Capital, LLC
INCREASED
Shares134,622 from 130,511
Change+4,111 (+3%)
Value$11.4M (+$548.5K)
Filed 2026-10-28
Russell Investments Group, Ltd.
INCREASED
Shares129,912 from 74,152
Change+55,760 (+75%)
Value$11.0M (+$4.8M)
Filed 2026-11-06
Addenda Capital Inc.
UNCHANGED
Shares129,200 from 129,200
Change0 (0%)
Value$11.0M (+$197.7K)
Filed 2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares127,766 from 127,668
Change+98 (+0%)
Value$10.8M (+$203.6K)
Filed 2026-10-22
Eagle Global Advisors LLC
INCREASED
Shares114,328 from 114,308
Change+20 (+0%)
Value$9.7M (+$176.6K)
Filed 2026-11-02
Strategy Asset Managers LLC
DECREASED
Shares111,976 from 115,521
Change-3,545 (-3%)
Value$9.5M (-$124.1K)
Filed 2026-10-14
Hourglass Capital, LLC
DECREASED
Shares96,170 from 96,290
Change-120 (0%)
Value$8.2M (+$137.1K)
Filed 2026-10-26
Kessler Investment Group, LLC
DECREASED
Shares91,349 from 99,119
Change-7,770 (-8%)
Value$7.8M (-$507.6K)
Filed 2026-10-08
Factory Mutual Insurance Co
UNCHANGED
Shares89,252 from 89,252
Change0 (0%)
Value$7.6M (+$136.6K)
Filed 2026-10-30
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares88,740 from 94,751
Change-6,011 (-6%)
Value$7.5M (-$365.0K)
Filed 2026-10-29
Willis Investment Counsel
DECREASED
Shares87,939 from 331,239
Change-243,300 (-73%)
Value$7.5M (-$20.1M)
Filed 2026-10-20
Amundi
INCREASED
Shares86,877 from 78,862
Change+8,015 (+10%)
Value$7.4M (+$800.7K)
Filed 2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED
Shares84,839 from 82,165
Change+2,674 (+3%)
Value$7.2M (+$352.6K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares83,795 from 82,974
Change+821 (+1%)
Value$7.1M (+$196.6K)
Filed 2026-11-06
PKO Investment Management Joint-Stock Co
INCREASED
Shares80,708 from 77,008
Change+3,700 (+5%)
Value$6.8M (+$431.7K)
Filed 2026-10-19
Quadrant Capital Group LLC
INCREASED
Shares76,213 from 76,106
Change+107 (+0%)
Value$6.5M (+$133.9K)
Filed 2026-10-20
Vise Technologies, Inc.
NEW
Shares73,128
Change+73,128
Value$6.2M
Filed 2026-10-29
Nichols & Pratt Advisers LLP
INCREASED
Shares71,994 from 71,989
Change+5 (+0%)
Value$6.1M (+$96.9K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares71,518 from 68,649
Change+2,869 (+4%)
Value$6.1M (+$348.4K)
Filed 2026-11-02
Abbington Investment Group
INCREASED
Shares67,271 from 66,933
Change+338 (+1%)
Value$5.7M (+$131.0K)
Filed 2026-11-03
SteelPeak Wealth, LLC
NEW
Shares66,096
Change+66,096
Value$5.6M
Filed 2026-10-16
Euro Pacific Asset Management, LLC
INCREASED
Shares65,496 from 60,907
Change+4,589 (+8%)
Value$5.3M (+$284.2K)
Filed 2026-11-03
Guardian Partners Inc.
DECREASED
Shares65,050 from 67,025
Change-1,975 (-3%)
Value$5.5M (-$65.0K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares64,855 from 65,508
Change-653 (-1%)
Value$5.5M (+$45.0K)
Filed 2026-11-02
Petredis Investment Advisors LLC
INCREASED
Shares63,854 from 63,738
Change+116 (+0%)
Value$5.4M (+$107.4K)
Filed 2026-10-20
LSV Asset Management
DECREASED
Shares63,838 from 65,595
Change-1,757 (-3%)
Value$5.4M (-$49.0K)
Filed 2026-11-06
Cohen Investment Advisors LLC
INCREASED
Shares62,818 from 62,188
Change+630 (+1%)
Value$5.3M (+$148.6K)
Filed 2026-10-20
Augustine Asset Management Inc
DECREASED
Shares62,813 from 63,294
Change-481 (-1%)
Value$5.3M (+$56.0K)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares56,550 from 56,181
Change+369 (+1%)
Value$4.8M (+$117.3K)
Filed 2026-11-05
Capital Investment Counsel, LLC
INCREASED
Shares56,503 from 56,371
Change+132 (+0%)
Value$4.8M (+$97.4K)
Filed 2026-10-14
Strong Tower Advisory Services
DECREASED
Shares55,141 from 55,482
Change-341 (-1%)
Value$4.7M (+$56.0K)
Filed 2026-10-13
Evergreen Capital Management LLC
DECREASED
Shares53,800 from 53,929
Change-129 (0%)
Value$4.6M (+$71.6K)
Filed 2026-10-23
Mitchell Capital Management Co
INCREASED
Shares52,702 from 52,034
Change+668 (+1%)
Value$4.5M (+$136.3K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares51,088 from 44,555
Change+6,533 (+15%)
Value$4.3M (+$694.6K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares50,598 from 45,514
Change+5,084 (+11%)
Value$4.3M (+$503.7K)
Filed 2026-10-08
Signaturefd, LLC
INCREASED
Shares50,005 from 49,427
Change+578 (+1%)
Value$4.2M (+$124.6K)
Filed 2026-10-23
Simplex Trading, LLC
NEW
Shares48,232
Change+48,232
Value$4.1M
Filed 2026-11-04
Dynamic Advisor Solutions LLC
INCREASED
Shares47,782 from 2,540
Change+45,242 (+1781%)
Value$4.1M (+$3.8M)
Filed 2026-10-13
Exchange Traded Concepts, LLC
DECREASED
Shares47,435 from 49,630
Change-2,195 (-4%)
Value$4.0M (-$110.3K)
Filed 2026-10-28
Integras Partners LLC
DECREASED
Shares47,048 from 48,209
Change-1,161 (-2%)
Value$4.0M (-$24.7K)
Filed 2026-10-30
Shrier Wealth Management, LLC
DECREASED
Shares46,267 from 46,309
Change-42 (0%)
Value$3.9M (+$67.3K)
Filed 2026-10-20
Geneva Partners, LLC
DECREASED
Shares43,203 from 82,280
Change-39,077 (-47%)
Value$3.7M (-$3.2M)
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares42,361 from 49,521
Change-7,160 (-14%)
Value$3.6M (-$531.7K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares42,056 from 42,890
Change-834 (-2%)
Value$3.6M (+$33.0K)
Filed 2026-10-16
Northcape Wealth Management, LLC
DECREASED
Shares41,060 from 43,969
Change-2,909 (-7%)
Value$3.5M (-$179.6K)
Filed 2026-11-04
Canal Insurance Co
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$3.4M (+$62.0K)
Filed 2026-10-20
Frank, Rimerman Advisors LLC
DECREASED
Shares37,461 from 37,499
Change-38 (0%)
Value$3.2M (+$54.1K)
Filed 2026-10-16
Aaron Wealth Advisors LLC
INCREASED
Shares35,835 from 33,890
Change+1,945 (+6%)
Value$3.0M (+$216.9K)
Filed 2026-10-13
Lockheed Martin Investment Management Co
DECREASED
Shares35,540 from 37,200
Change-1,660 (-4%)
Value$3.0M (-$83.9K)
Filed 2026-11-04
Associated Banc-Corp
DECREASED
Shares34,981 from 36,064
Change-1,083 (-3%)
Value$3.0M (-$36.7K)
Filed 2026-10-30
RED Cedar Investment Management, LLC
DECREASED
Shares34,807 from 42,648
Change-7,841 (-18%)
Value$3.0M (-$600.0K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares34,415 from 18,804
Change+15,611 (+83%)
Value$2.9M (+$1.3M)
Filed 2026-11-06
CIBC Asset Management Inc
DECREASED
Shares33,935 from 36,708
Change-2,773 (-8%)
Value$2.9M (-$179.1K)
Filed 2026-11-05
St. Louis Trust Co
UNCHANGED
Shares33,687 from 33,687
Change0 (0%)
Value$2.9M (+$2.6M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares32,799 from 29,570
Change+3,229 (+11%)
Value$2.8M (+$334.2K)
Filed 2026-11-04
Legacy Wealth Asset Management, LLC
INCREASED
Shares32,654 from 14,861
Change+17,793 (+120%)
Value$2.8M (+$1.5M)
Filed 2026-10-09
Lido Advisors, LLC
INCREASED
Shares32,441 from 31,626
Change+815 (+3%)
Value$2.8M (+$117.5K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares31,787 from 26,974
Change+4,813 (+18%)
Value$2.7M (+$449.6K)
Filed 2026-10-28
Meridian Wealth Management, LLC
INCREASED
Shares31,348 from 31,036
Change+312 (+1%)
Value$2.7M (+$73.9K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares31,345 from 28,001
Change+3,344 (+12%)
Value$2.7M (+$326.5K)
Filed 2026-11-02
Myriad Asset Management Advisors LLC
UNCHANGED
Shares31,302 from 31,302
Change0 (0%)
Value$2.7M (+$48.0K)
Filed 2026-11-03
Orca Investment Management, LLC
DECREASED
Shares30,952 from 31,650
Change-698 (-2%)
Value$2.6M (-$10.8K)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares29,949 from 28,503
Change+1,446 (+5%)
Value$2.5M (+$166.3K)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares28,490 from 26,926
Change+1,564 (+6%)
Value$2.4M (+$173.9K)
Filed 2026-10-28
Keybank National Association
DECREASED
Shares27,874 from 28,365
Change-491 (-2%)
Value$2.4M (+$1.7K)
Filed 2026-11-04
Gryphon Financial Partners LLC
INCREASED
Shares27,766 from 26,546
Change+1,220 (+5%)
Value$2.4M (+$144.1K)
Filed 2026-11-04
Ethic Inc.
INCREASED
Shares26,973 from 16,789
Change+10,184 (+61%)
Value$2.3M (+$889.7K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares26,948 from 27,526
Change-578 (-2%)
Value$2.3M (-$7.0K)
Filed 2026-10-26
Royal Fund Management, LLC
INCREASED
Shares25,397 from 25,218
Change+179 (+1%)
Value$2.2M (+$53.8K)
Filed 2026-10-22
Moors & Cabot, Inc.
INCREASED
Shares25,241 from 25,211
Change+30 (+0%)
Value$2.1M (+$41.1K)
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares24,553 from 24,838
Change-285 (-1%)
Value$2.1M (+$13.8K)
Filed 2026-10-22
180 Wealth Advisors, LLC
DECREASED
Shares24,253 from 25,147
Change-894 (-4%)
Value$2.1M (-$37.4K)
Filed 2026-11-03
Castellan Group
DECREASED
Shares23,918 from 24,668
Change-750 (-3%)
Value$2.0M (-$25.9K)
Filed 2026-10-19
Viewpoint Investment Partners Corp
DECREASED
Shares21,558 from 21,758
Change-200 (-1%)
Value$2.0M (+$21.1K)
Filed 2026-10-26
Greenleaf Trust
INCREASED
Shares21,090 from 20,940
Change+150 (+1%)
Value$1.8M (+$44.8K)
Filed 2026-10-29
Highland Capital Management, LLC
DECREASED
Shares20,188 from 20,213
Change-25 (0%)
Value$1.7M (+$28.8K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares19,557 from 19,048
Change+509 (+3%)
Value$1.7M (+$72.3K)
Filed 2026-11-03
Profund Advisors LLC
INCREASED
Shares19,017 from 18,435
Change+582 (+3%)
Value$1.6M (+$77.6K)
Filed 2026-10-29
Moody National Bank Trust Division
INCREASED
Shares18,735 from 17,752
Change+983 (+6%)
Value$1.6M (+$110.6K)
Filed 2026-10-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares18,346 from 13,699
Change+4,647 (+34%)
Value$1.6M (+$415.2K)
Filed 2026-10-27
Kathmere Capital Management, LLC
INCREASED
Shares18,290 from 16,595
Change+1,695 (+10%)
Value$1.6M (+$169.2K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares18,264 from 17,174
Change+1,090 (+6%)
Value$1.5M (+$118.7K)
Filed 2026-10-30
Rudd Co d/b/a Styre Wealth
NEW
Shares17,573
Change+17,573
Value$1.5M
Filed 2026-10-29
Versant Capital Management, Inc
INCREASED
Shares17,410 from 16,718
Change+692 (+4%)
Value$1.5M (+$84.3K)
Filed 2026-10-02
Prospera Financial Services Inc
DECREASED
Shares16,691 from 16,782
Change-91 (-1%)
Value$1.3M (-$76.7K)
Filed 2026-11-04
Merit Financial Group, LLC
INCREASED
Shares16,651 from 16,017
Change+634 (+4%)
Value$1.4M (+$78.2K)
Filed 2026-11-06
Harbour Capital Advisors, LLC
INCREASED
Shares16,440 from 15,795
Change+645 (+4%)
Value$1.4M (+$104.6K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares16,423 from 16,247
Change+176 (+1%)
Value$1.4M (+$39.7K)
Filed 2026-10-22
Montgomery Investment Management Inc
UNCHANGED
Shares16,150 from 16,150
Change0 (0%)
Value$1.4M (+$24.7K)
Filed 2026-10-26
Jeppson Wealth Management, LLC
DECREASED
Shares16,136 from 16,712
Change-576 (-3%)
Value$1.4M (-$23.3K)
Filed 2026-10-20
Gleason Group, Inc.
INCREASED
Shares15,576 from 15,229
Change+347 (+2%)
Value$1.3M (+$52.7K)
Filed 2026-10-15
Fulcrum Asset Management LLP
DECREASED
Shares15,374 from 15,996
Change-622 (-4%)
Value$1.3M (-$3.5K)
Filed 2026-11-04
Persium Advisors, LLC
DECREASED
Shares15,299 from 16,575
Change-1,276 (-8%)
Value$1.3M (-$82.9K)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
DECREASED
Shares14,993 from 15,290
Change-297 (-2%)
Value$1.3M (-$1.8K)
Filed 2026-11-06
Novem Group
INCREASED
Shares14,918 from 14,425
Change+493 (+3%)
Value$1.3M (+$64.0K)
Filed 2026-10-19
Bailard, Inc.
INCREASED
Shares14,263 from 13,998
Change+265 (+2%)
Value$1.2M (+$43.9K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares13,760 from 13,775
Change-15 (0%)
Value$1.2M (+$19.8K)
Filed 2026-10-28
May Hill Capital, LLC
INCREASED
Shares13,174 from 11,315
Change+1,859 (+16%)
Value$1.1M (+$175.0K)
Filed 2026-11-03
Rossmore Private Capital
DECREASED
Shares13,055 from 14,230
Change-1,175 (-8%)
Value$1.1M (-$77.9K)
Filed 2026-10-27
Abel Hall, LLC
INCREASED
Shares12,985 from 12,639
Change+346 (+3%)
Value$1.1M (+$48.7K)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED
Shares12,933 from 12,006
Change+927 (+8%)
Value$1.1M (+$97.0K)
Filed 2026-10-30
Burford Brothers, Inc.
INCREASED
Shares12,728 from 12,710
Change+18 (+0%)
Value$1.1M (+$21.0K)
Filed 2026-10-21
Louisbourg Investments Inc.
UNCHANGED
Shares12,680 from 12,680
Change0 (0%)
Value$1.1M (+$19.4K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares12,388 from 10,995
Change+1,393 (+13%)
Value$1.1M (+$135.0K)
Filed 2026-10-08
St. Johns Investment Management Company, LLC
INCREASED
Shares11,979 from 1,000
Change+10,979 (+1098%)
Value$1.0M (+$933.0K)
Filed 2026-10-30
Manske Wealth Management
DECREASED
Shares11,976 from 12,585
Change-609 (-5%)
Value$1.0M (-$32.4K)
Filed 2026-10-26
Albert D Mason Inc
UNCHANGED
Shares11,865 from 11,865
Change0 (0%)
Value$1.0M (+$18.2K)
Filed 2026-10-27
Jackson Square Capital, LLC
DECREASED
Shares11,729 from 13,304
Change-1,575 (-12%)
Value$995.1K (-$113.3K)
Filed 2026-10-19
HB Wealth Management, LLC
DECREASED
Shares11,729 from 11,772
Change-43 (0%)
Value$995.1K (+$14.3K)
Filed 2026-10-23
Sage Rhino Capital LLC
DECREASED
Shares11,453 from 11,692
Change-239 (-2%)
Value$971.7K (-$2.4K)
Filed 2026-10-28
Alessandra Capital Management, LLC
INCREASED
Shares11,297 from 8,082
Change+3,215 (+40%)
Value$958.4K (+$285.1K)
Filed 2026-10-30
Mesirow Financial Investment Management, Inc.
INCREASED
Shares11,217 from 11,094
Change+123 (+1%)
Value$951.7K (+$27.4K)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares10,939 from 7,144
Change+3,795 (+53%)
Value$928.1K (+$332.9K)
Filed 2026-11-03
Plan A Wealth LLC
INCREASED
Shares10,927 from 10,541
Change+386 (+4%)
Value$927.1K (+$49.0K)
Filed 2026-10-08
Parrish Capital LLC
INCREASED
Shares10,256 from 10,082
Change+174 (+2%)
Value$870.1K (+$30.2K)
Filed 2026-10-01
Cordatus Wealth Management LLC
INCREASED
Shares10,222 from 10,101
Change+121 (+1%)
Value$867.2K (+$25.7K)
Filed 2026-10-19
Norway Savings Bank
INCREASED
Shares10,016 from 9,911
Change+105 (+1%)
Value$849.8K (+$24.1K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares9,871 from 7,233
Change+2,638 (+36%)
Value$822.3K (+$219.8K)
Filed 2026-11-06
International Assets Investment Management, LLC
INCREASED
Shares9,690 from 8,380
Change+1,310 (+16%)
Value$820.3K (+$131.3K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
NEW
Shares9,686
Change+9,686
Value$824.6K
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares9,625 from 9,520
Change+105 (+1%)
Value$816.6K (+$23.5K)
Filed 2026-10-21
PDS Planning, Inc
DECREASED
Shares9,538 from 9,617
Change-79 (-1%)
Value$809.2K (+$8.0K)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares9,521 from 9,380
Change+141 (+2%)
Value$807.8K (+$26.3K)
Filed 2026-10-28
Global Financial Private Client, LLC
INCREASED
Shares9,408 from 6,854
Change+2,554 (+37%)
Value$798.2K (+$227.2K)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED
Shares9,313 from 7,993
Change+1,320 (+17%)
Value$790.1K (+$124.2K)
Filed 2026-10-20
LVW Advisors, LLC
DECREASED
Shares9,232 from 9,465
Change-233 (-2%)
Value$783.3K (-$5.3K)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares9,092 from 5,376
Change+3,716 (+69%)
Value$771.4K (+$323.5K)
Filed 2026-10-21
Veracity Capital LLC
INCREASED
Shares9,020 from 6,014
Change+3,006 (+50%)
Value$765.3K (+$264.3K)
Filed 2026-10-08
Fractal Investments LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$763.6K (+$13.8K)
Filed 2026-10-28
Uncommon Cents Investing Inc
INCREASED
Shares8,990 from 8,415
Change+575 (+7%)
Value$762.7K (+$61.7K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
INCREASED
Shares8,679 from 8,282
Change+397 (+5%)
Value$736.3K (+$46.3K)
Filed 2026-10-08
Mission Wealth Management, LP
DECREASED
Shares8,648 from 11,371
Change-2,723 (-24%)
Value$733.7K (-$213.7K)
Filed 2026-10-15
XML Financial, LLC
INCREASED
Shares8,590 from 8,440
Change+150 (+2%)
Value$728.8K (+$25.6K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares8,311 from 5,701
Change+2,610 (+46%)
Value$705.1K (+$230.2K)
Filed 2026-10-16
Investment Research Partners LLC
DECREASED
Shares8,311 from 8,511
Change-200 (-2%)
Value$705.1K (-$4.0K)
Filed 2026-10-19
Legal Advantage Investments, Inc.
UNCHANGED
Shares8,307 from 8,307
Change0 (0%)
Value$704.8K (+$12.7K)
Filed 2026-10-13
SevenBridge Financial Group, LLC
DECREASED
Shares8,264 from 9,264
Change-1,000 (-11%)
Value$676.6K (-$161.0K)
Filed 2026-10-26
Pacifica Partners Inc.
DECREASED
Shares8,224 from 8,258
Change-34 (0%)
Value$696.1K (+$8.0K)
Filed 2026-10-09
Anchyra Partners LLC
INCREASED
Shares8,182 from 6,653
Change+1,529 (+23%)
Value$694.2K (+$139.9K)
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares7,973 from 8,078
Change-105 (-1%)
Value$676.0K (+$3.0K)
Filed 2026-10-22
Breakwater Capital Group
INCREASED
Shares7,834 from 7,627
Change+207 (+3%)
Value$664.6K (+$29.2K)
Filed 2026-10-09
Trust Point Inc.
NEW
Shares7,769
Change+7,769
Value$659.1K
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares7,753 from 7,717
Change+36 (+0%)
Value$603.6K (-$42.0K)
Filed 2026-10-27
Radnor Capital Management, LLC
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$644.8K (+$11.6K)
Filed 2026-10-23
First Financial Corp
DECREASED
Shares7,476 from 7,637
Change-161 (-2%)
Value$634.3K (-$2.0K)
Filed 2026-10-13
Harmony Asset Management LLC
DECREASED
Shares7,309 from 7,353
Change-44 (-1%)
Value$620.1K (+$7.5K)
Filed 2026-10-20
VestGen Advisors, LLC
INCREASED
Shares7,143 from 6,959
Change+184 (+3%)
Value$606.0K (+$26.2K)
Filed 2026-10-27
Benedict Financial Advisors Inc
INCREASED
Shares7,136 from 7,122
Change+14 (+0%)
Value$605.4K (+$12.1K)
Filed 2026-10-07
Focused Alpha, LLC
DECREASED
Shares7,071 from 7,167
Change-96 (-1%)
Value$599.9K (+$2.8K)
Filed 2026-10-20
55 North Private Wealth, LLC
INCREASED
Shares7,069 from 6,577
Change+492 (+7%)
Value$599.7K (+$51.8K)
Filed 2026-10-20
Yousif Capital Management, LLC
UNCHANGED
Shares7,062 from 7,062
Change0 (0%)
Value$599.1K (+$10.8K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED
Shares6,936 from 6,309
Change+627 (+10%)
Value$588.5K (+$62.9K)
Filed 2026-10-08
Traveka Wealth, LLC
INCREASED
Shares6,816 from 5,125
Change+1,691 (+33%)
Value$578.3K (+$151.3K)
Filed 2026-10-19
Westover Capital Advisors, LLC
INCREASED
Shares6,785 from 6,242
Change+543 (+9%)
Value$575.6K (+$55.6K)
Filed 2026-10-26
Larry Mathis Financial Planning, LLC
DECREASED
Shares6,774 from 7,426
Change-652 (-9%)
Value$574.7K (-$44.0K)
Filed 2026-10-26
Riversedge Advisors, LLC
INCREASED
Shares6,771 from 5,342
Change+1,429 (+27%)
Value$574.5K (+$129.4K)
Filed 2026-10-09
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares6,714 from 6,629
Change+85 (+1%)
Value$569.6K (+$17.4K)
Filed 2026-10-27
Ridgewood Investments LLC
UNCHANGED
Shares6,589 from 6,589
Change0 (0%)
Value$559.0K (+$10.1K)
Filed 2026-10-05
Kelleher Financial Advisors
UNCHANGED
Shares6,542 from 6,542
Change0 (0%)
Value$555.0K (+$10.0K)
Filed 2026-10-30
Brighton Jones LLC
INCREASED
Shares6,509 from 5,931
Change+578 (+10%)
Value$552.2K (+$58.1K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares6,456 from 3,747
Change+2,709 (+72%)
Value$547.7K (+$235.5K)
Filed 2026-10-15
Aviance Capital Partners, LLC
INCREASED
Shares6,437 from 6,347
Change+90 (+1%)
Value$546.1K (+$17.3K)
Filed 2026-10-29
SeaCrest Wealth Management, LLC
INCREASED
Shares6,236 from 6,221
Change+15 (+0%)
Value$529.1K (+$10.8K)
Filed 2026-10-21
Carnegie Lake Advisors LLC
INCREASED
Shares6,200 from 5,800
Change+400 (+7%)
Value$526.0K (+$42.8K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
INCREASED
Shares6,018 from 5,841
Change+177 (+3%)
Value$510.6K (+$24.0K)
Filed 2026-11-03
Davenport & Co LLC
NEW
Shares5,989
Change+5,989
Value$508.1K
Filed 2026-10-14
71 West Capital Partners
INCREASED
Shares5,984 from 5,588
Change+396 (+7%)
Value$507.7K (+$42.1K)
Filed 2026-11-04
Financial Management Professionals, Inc.
DECREASED
Shares5,972 from 6,970
Change-998 (-14%)
Value$506.6K (-$74.0K)
Filed 2026-10-23
Garner Asset Management Corp
DECREASED
Shares5,970 from 6,436
Change-466 (-7%)
Value$472.4K (-$63.7K)
Filed 2026-10-30
Crescent Grove Advisors, LLC
NEW
Shares5,956
Change+5,956
Value$505.3K
Filed 2026-10-21
KG Capital Management
DECREASED
Shares5,786 from 7,025
Change-1,239 (-18%)
Value$490.9K (-$94.4K)
Filed 2026-10-15
Resonant Capital Advisors, LLC
INCREASED
Shares5,768 from 5,491
Change+277 (+5%)
Value$489.4K (+$31.9K)
Filed 2026-10-15
Parkside Financial Bank & Trust
INCREASED
Shares5,596 from 5,404
Change+192 (+4%)
Value$474.8K (+$24.6K)
Filed 2026-10-27
Sowell Financial Services LLC
DECREASED
Shares5,577 from 5,679
Change-102 (-2%)
Value$473.2K (+$74)
Filed 2026-10-23
Ascent Group, LLC
INCREASED
Shares5,576 from 5,334
Change+242 (+5%)
Value$473.0K (+$28.7K)
Filed 2026-10-30
AMG National Trust Bank
INCREASED
Shares5,548 from 5,138
Change+410 (+8%)
Value$470.7K (+$42.6K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares5,519 from 3,316
Change+2,203 (+66%)
Value$468.2K (+$191.9K)
Filed 2026-10-23
Hardy Reed LLC
INCREASED
Shares5,517 from 4,651
Change+866 (+19%)
Value$468.1K (+$80.6K)
Filed 2026-11-06
Summit Global Investments
INCREASED
Shares5,418 from 5,404
Change+14 (+0%)
Value$460.0K (+$10.0K)
Filed 2026-10-28
Naples Global Advisors, LLC
DECREASED
Shares5,398 from 5,408
Change-10 (0%)
Value$458.0K (+$7.4K)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
DECREASED
Shares5,366 from 5,443
Change-77 (-1%)
Value$455.3K (+$1.8K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
INCREASED
Shares5,286 from 4,999
Change+287 (+6%)
Value$448.5K (+$32.0K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares5,277 from 4,775
Change+502 (+11%)
Value$447.7K (+$49.9K)
Filed 2026-11-05
Integrity Alliance, Llc.
DECREASED
Shares5,275 from 5,587
Change-312 (-6%)
Value$447.5K (-$18.0K)
Filed 2026-10-29
Catalyst Investment Management LLC
UNCHANGED
Shares5,262 from 5,262
Change0 (0%)
Value$446.4K (+$8.1K)
Filed 2026-10-21
Myriad Asset Management US LP
UNCHANGED
Shares5,222 from 5,222
Change0 (0%)
Value$443.0K (+$8.0K)
Filed 2026-11-03
Cromwell Holdings LLC
INCREASED
Shares5,214 from 5,015
Change+199 (+4%)
Value$442.4K (+$24.6K)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares5,125 from 4,645
Change+480 (+10%)
Value$434.7K (+$55.3K)
Filed 2026-10-09
Retirement Planning Co of New England, Inc.
INCREASED
Shares5,073 from 4,943
Change+130 (+3%)
Value$430.4K (+$18.6K)
Filed 2026-10-15
Leonteq Securities AG
DECREASED
Shares4,993 from 5,268
Change-275 (-5%)
Value$423.6K (-$15.3K)
Filed 2026-10-29
Apollon Wealth Management, LLC
NEW
Shares4,885
Change+4,885
Value$414.4K
Filed 2026-10-23
Providence First Trust Co
NEW
Shares4,795
Change+4,795
Value$406.8K
Filed 2026-11-02
Old National Bancorp
INCREASED
Shares4,716 from 4,516
Change+200 (+4%)
Value$400.1K (+$23.9K)
Filed 2026-10-20
Wright Wealth LLC
DECREASED
Shares4,647 from 4,757
Change-110 (-2%)
Value$394.3K (-$2.1K)
Filed 2026-10-29
Wesbanco Bank Inc
DECREASED
Shares4,640 from 4,725
Change-85 (-2%)
Value$393.7K (+$18)
Filed 2026-11-04
Xponance LLC
NEW
Shares4,603
Change+4,603
Value$390.5K
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares4,580 from 3,601
Change+979 (+27%)
Value$388.5K (+$88.5K)
Filed 2026-11-04
Pekin Hardy Strauss, Inc.
INCREASED
Shares4,569 from 4,119
Change+450 (+11%)
Value$387.6K (+$44.5K)
Filed 2026-11-02
Convergence Financial, LLC
NEW
Shares4,536
Change+4,536
Value$384.8K
Filed 2026-10-27
Parsons Capital Management Inc
UNCHANGED
Shares4,525 from 4,525
Change0 (0%)
Value$383.9K (+$6.9K)
Filed 2026-10-28
Williams & Novak Wealth Management, LLC
DECREASED
Shares4,509 from 4,862
Change-353 (-7%)
Value$382.5K (-$22.5K)
Filed 2026-10-09
Inspire Investing, LLC
INCREASED
Shares4,464 from 4,289
Change+175 (+4%)
Value$378.7K (+$21.4K)
Filed 2026-10-22
Avior Wealth Management, LLC
INCREASED
Shares4,390 from 4,152
Change+238 (+6%)
Value$372.4K (+$26.5K)
Filed 2026-10-13
Centurion Wealth Management LLC
UNCHANGED
Shares4,350 from 4,350
Change0 (0%)
Value$369.1K (+$6.7K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
NEW
Shares4,298
Change+4,298
Value$364.6K
Filed 2026-10-13
First Horizon Corp
INCREASED
Shares4,206 from 2,704
Change+1,502 (+56%)
Value$356.8K (+$131.6K)
Filed 2026-10-26
Successful Portfolios LLC
INCREASED
Shares4,140 from 4,137
Change+3 (+0%)
Value$359.3K (+$23.1K)
Filed 2026-10-09
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares4,139 from 4,048
Change+91 (+2%)
Value$351.1K (+$13.9K)
Filed 2026-10-15
Blue Trust, Inc.
DECREASED
Shares4,135 from 9,913
Change-5,778 (-58%)
Value$350.8K (-$475.0K)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares4,096 from 3,684
Change+412 (+11%)
Value$347.5K (+$40.6K)
Filed 2026-11-03
Sovran Advisors, LLC
NEW
Shares4,049
Change+4,049
Value$331.3K
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares4,015 from 4,047
Change-32 (-1%)
Value$341.0K (+$4.0K)
Filed 2026-11-05
Corps Capital Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$339.4K (+$6.1K)
Filed 2026-11-05
MW Advisory, LLC
INCREASED
Shares3,971 from 3,258
Change+713 (+22%)
Value$336.9K (+$65.5K)
Filed 2026-10-19
Trek Financial, LLC
INCREASED
Shares3,964 from 3,889
Change+75 (+2%)
Value$336.3K (+$12.3K)
Filed 2026-10-29
Cullen T Bankers, Inc.
INCREASED
Shares3,960 from 3,594
Change+366 (+10%)
Value$336.0K (+$36.6K)
Filed 2026-10-28
Affinity Capital Advisors, LLC
INCREASED
Shares3,918 from 3,822
Change+96 (+3%)
Value$339.9K (+$20.2K)
Filed 2026-10-13
Calamos Wealth Management LLC
DECREASED
Shares3,878 from 3,891
Change-13 (0%)
Value$329.0K (+$4.9K)
Filed 2026-11-02
Wealthcare Capital Partners, LLC
INCREASED
Shares3,762 from 3,685
Change+77 (+2%)
Value$319.1K (+$12.1K)
Filed 2026-10-21
Cherokee Insurance Co
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$313.9K (+$5.7K)
Filed 2026-11-05
Florida Trust Wealth Management Co
INCREASED
Shares3,689 from 3,054
Change+635 (+21%)
Value$313.0K (+$58.5K)
Filed 2026-11-05
XXI Wealth, LLC
INCREASED
Shares3,684 from 3,486
Change+198 (+6%)
Value$312.6K (+$22.2K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares3,674 from 3,552
Change+122 (+3%)
Value$311.7K (+$15.8K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
NEW
Shares3,639
Change+3,639
Value$308.7K
Filed 2026-10-21
Klingman & Associates, LLC
INCREASED
Shares3,632 from 3,525
Change+107 (+3%)
Value$308.1K (+$14.5K)
Filed 2026-10-20
Sapient Capital LLC
UNCHANGED
Shares3,582 from 3,582
Change0 (0%)
Value$303.9K (+$5.5K)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares3,565 from 3,545
Change+20 (+1%)
Value$302.4K (+$7.1K)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares3,551 from 3,261
Change+290 (+9%)
Value$301.3K (+$29.6K)
Filed 2026-11-04
BXM Wealth LLC
UNCHANGED
Shares3,525 from 3,525
Change0 (0%)
Value$299.1K (+$5.4K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares3,486 from 2,640
Change+846 (+32%)
Value$295.8K (+$75.9K)
Filed 2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED
Shares3,438 from 3,438
Change0 (0%)
Value$291.7K (+$5.3K)
Filed 2026-10-27
Cohen Capital Management, Inc.
UNCHANGED
Shares3,419 from 3,419
Change0 (0%)
Value$290.1K (+$5.2K)
Filed 2026-10-14
Gallacher Capital Management LLC
DECREASED
Shares3,379 from 5,418
Change-2,039 (-38%)
Value$286.7K (-$164.7K)
Filed 2026-10-30
Integral Investment Advisors, Inc.
INCREASED
Shares3,338 from 3,302
Change+36 (+1%)
Value$283.2K (+$8.1K)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares3,332 from 3,207
Change+125 (+4%)
Value$282.5K (+$15.4K)
Filed 2026-11-06
Abundance Wealth Counselors
UNCHANGED
Shares3,320 from 3,320
Change0 (0%)
Value$281.7K (+$5.1K)
Filed 2026-10-26
Central Trust Co
DECREASED
Shares3,272 from 3,333
Change-61 (-2%)
Value$277.6K (-$76)
Filed 2026-11-05
Facet Wealth, Inc.
INCREASED
Shares3,239 from 2,909
Change+330 (+11%)
Value$274.8K (+$32.4K)
Filed 2026-11-04
SmartHarvest Portfolios, LLC
DECREASED
Shares3,227 from 3,680
Change-453 (-12%)
Value$273.8K (-$32.8K)
Filed 2026-10-26
Keudell ison Wealth Management
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$271.5K (+$4.9K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED
Shares3,196 from 2,892
Change+304 (+11%)
Value$271.1K (+$30.2K)
Filed 2026-11-02
Walker Asset Management, LLC
INCREASED
Shares3,157 from 3,085
Change+72 (+2%)
Value$267.8K (+$10.8K)
Filed 2026-10-13
Legacy Edge Advisors, LLC
UNCHANGED
Shares3,054 from 3,054
Change0 (0%)
Value$259.1K (+$4.7K)
Filed 2026-11-06
Canopy Partners, LLC
INCREASED
Shares3,019 from 2,842
Change+177 (+6%)
Value$256.1K (+$19.4K)
Filed 2026-10-28
Syverson Strege & Co
INCREASED
Shares3,015 from 2,996
Change+19 (+1%)
Value$255.8K (+$6.2K)
Filed 2026-11-02
Fortress Financial Solutions, LLC
NEW
Shares3,011
Change+3,011
Value$255.4K
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$255.0K (+$5.0K)
Filed 2026-10-14
Bank of New Hampshire
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$254.5K (+$4.6K)
Filed 2026-10-06
Viking Fund Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$254.5K (+$4.6K)
Filed 2026-10-14
Genesee Capital Advisors, LLC
NEW
Shares2,972
Change+2,972
Value$252.2K
Filed 2026-10-20
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares2,970 from 2,970
Change0 (0%)
Value$252.0K (+$4.5K)
Filed 2026-10-19
First Command Advisory Services, Inc.
INCREASED
Shares2,967 from 1,031
Change+1,936 (+188%)
Value$251.7K (+$165.8K)
Filed 2026-11-05
Greenspring Advisors, LLC
INCREASED
Shares2,952 from 2,946
Change+6 (+0%)
Value$250.4K (+$5.0K)
Filed 2026-11-05
Nolet Wealth Management, LLC
INCREASED
Shares2,947 from 2,923
Change+24 (+1%)
Value$250.0K (+$6.5K)
Filed 2026-10-15
Citizens National Bank Trust Department
UNCHANGED
Shares2,863 from 2,863
Change0 (0%)
Value$242.9K (+$4.4K)
Filed 2026-11-04
Foster Group, Inc.
DECREASED
Shares2,862 from 3,319
Change-457 (-14%)
Value$242.8K (-$33.7K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares2,833 from 3,133
Change-300 (-10%)
Value$240.4K (-$20.7K)
Filed 2026-11-04
AGF Management LTD
DECREASED
Shares2,800 from 3,000
Change-200 (-7%)
Value$237.6K (-$12.4K)
Filed 2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares2,793 from 2,814
Change-21 (-1%)
Value$237.0K (+$2.5K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares2,778 from 2,376
Change+402 (+17%)
Value$235.6K (+$37.7K)
Filed 2026-11-05
Founders Grove Wealth Partners, LLC
INCREASED
Shares2,777 from 2,721
Change+56 (+2%)
Value$235.6K (+$8.9K)
Filed 2026-10-16
Baldwin Wealth Partners LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$233.3K (+$4.2K)
Filed 2026-10-13
RBA Wealth Management, LLC
NEW
Shares2,745
Change+2,745
Value$232.9K
Filed 2026-10-28
Smith Thornton Advisors LLC
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$231.6K (+$9.5K)
Filed 2026-10-16
Venture Visionary Partners LLC
INCREASED
Shares2,690 from 2,642
Change+48 (+2%)
Value$228.2K (+$8.1K)
Filed 2026-10-07
North Capital, Inc.
UNCHANGED
Shares2,687 from 2,687
Change0 (0%)
Value$228.3K (+$4.4K)
Filed 2026-10-16
Corecam Pte. Ltd.
UNCHANGED
Shares2,670 from 2,670
Change0 (0%)
Value$226.5K (+$4.1K)
Filed 2026-10-23
Symmetry Partners, LLC
NEW
Shares2,663
Change+2,663
Value$225.9K
Filed 2026-10-27
Rasp Wealth Solutions, LLC
UNCHANGED
Shares2,643 from 2,643
Change0 (0%)
Value$224.2K (+$4.0K)
Filed 2026-11-06
August Group Capital Ltd
INCREASED
Shares2,642 from 2,562
Change+80 (+3%)
Value$224.1K (+$10.7K)
Filed 2026-10-14
Enterprise Financial Services Corp
INCREASED
Shares2,631 from 2,613
Change+18 (+1%)
Value$223.2K (+$5.5K)
Filed 2026-11-03
Interchange Capital Partners, LLC
INCREASED
Shares2,625 from 2,586
Change+39 (+2%)
Value$222.7K (+$7.3K)
Filed 2026-10-28
JGP Wealth Management, LLC
NEW
Shares2,615
Change+2,615
Value$221.9K
Filed 2026-10-13
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,611 from 2,611
Change0 (0%)
Value$221.5K (+$4.0K)
Filed 2026-10-05
Acorn Wealth Advisors, LLC
INCREASED
Shares2,599 from 2,579
Change+20 (+1%)
Value$220.5K (+$5.6K)
Filed 2026-10-19
Intrua Financial, LLC
UNCHANGED
Shares2,598 from 2,598
Change0 (0%)
Value$220.4K (+$4.0K)
Filed 2026-10-28
SYM Financial Corp
NEW
Shares2,597
Change+2,597
Value$220.3K
Filed 2026-10-26
Indivisible Partners
NEW
Shares2,578
Change+2,578
Value$218.7K
Filed 2026-10-26
Stableford Capital II LLC
DECREASED
Shares2,574 from 2,765
Change-191 (-7%)
Value$218.4K (-$12.0K)
Filed 2026-10-09
Compass Wealth Management LLC
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$216.3K (+$3.9K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares2,543 from 2,525
Change+18 (+1%)
Value$215.8K (+$5.4K)
Filed 2026-10-08
Fulton Bank, N.A.
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$215.5K (+$3.9K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares2,536 from 2,406
Change+130 (+5%)
Value$215.1K (+$14.7K)
Filed 2026-11-05
Boltwood Capital Management
NEW
Shares2,475
Change+2,475
Value$210.0K
Filed 2026-10-02
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares2,458 from 2,458
Change0 (0%)
Value$208.5K (+$3.8K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
INCREASED
Shares2,450 from 2,376
Change+74 (+3%)
Value$207.9K (+$9.9K)
Filed 2026-10-20
Knights of Columbus Asset Advisors LLC
DECREASED
Shares2,448 from 3,135
Change-687 (-22%)
Value$207.7K (-$53.5K)
Filed 2026-11-05
Spectrum Planning & Advisory Services Inc.
NEW
Shares2,420
Change+2,420
Value$205.4K
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
NEW
Shares2,408
Change+2,408
Value$204.3K
Filed 2026-11-03
Nisa Investment Advisors, LLC
INCREASED
Shares2,028 from 1,894
Change+134 (+7%)
Value$172.1K (+$14.3K)
Filed 2026-10-20
Boit C F David
NEW
Shares2,000
Change+2,000
Value$169.7K
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares1,846
Change+1,846
Value$156.7K
Filed 2026-10-21
Manchester Capital Management LLC
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$156.5K (+$2.8K)
Filed 2026-10-22
Trust Co of Toledo NA
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$144.2K (+$2.6K)
Filed 2026-10-16
Salomon & Ludwin, LLC
INCREASED
Shares1,691 from 1,548
Change+143 (+9%)
Value$143.5K (+$16.2K)
Filed 2026-10-29
James T. Borello RIA
INCREASED
Shares1,674 from 1,437
Change+237 (+16%)
Value$142.0K (+$22.3K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares1,577
Change+1,577
Value$133.8K
Filed 2026-10-30
Montag A & Associates Inc
INCREASED
Shares1,516 from 1,387
Change+129 (+9%)
Value$128.6K (+$13.1K)
Filed 2026-10-29
First Community Trust NA
NEW
Shares1,460
Change+1,460
Value$123.9K
Filed 2026-10-07
Acropolis Investment Management, LLC
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$113.0K (+$2.0K)
Filed 2026-10-08
UMB Bank, n.a.
DECREASED
Shares1,284 from 1,289
Change-5 (0%)
Value$108.9K (+$1.5K)
Filed 2026-11-06
First Premier Bank
UNCHANGED
Shares1,276 from 1,276
Change0 (0%)
Value$83.0K (+$2.0K)
Filed 2026-10-13
True Wealth Design, LLC
INCREASED
Shares1,187 from 1,092
Change+95 (+9%)
Value$100.7K (+$9.7K)
Filed 2026-10-13
Bell Investment Advisors, Inc
DECREASED
Shares1,173 from 1,182
Change-9 (-1%)
Value$99.5K (+$1.0K)
Filed 2026-10-29
MTM Investment Management, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$93.3K (+$1.7K)
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares1,073 from 798
Change+275 (+34%)
Value$91.0K (+$24.6K)
Filed 2026-10-20
1620 Investment Advisors, Inc.
NEW
Shares1,048
Change+1,048
Value$88.9K
Filed 2026-11-04
TD Private Client Wealth LLC
DECREASED
Shares1,040 from 1,233
Change-193 (-16%)
Value$88.2K (-$14.5K)
Filed 2026-10-28
Hoey Investments, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$84.8K (+$1.5K)
Filed 2026-10-29
Spire Wealth Management
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$84.1K (+$1.5K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
INCREASED
Shares882 from 738
Change+144 (+20%)
Value$74.8K (+$13.3K)
Filed 2026-10-27
GHP Investment Advisors, Inc.
INCREASED
Shares873 from 865
Change+8 (+1%)
Value$74.1K (+$2.0K)
Filed 2026-10-15
Grove Bank & Trust
DECREASED
Shares855 from 856
Change-1 (0%)
Value$72.5K (+$1.2K)
Filed 2026-10-08
JFS Wealth Advisors, LLC
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$69.1K (+$1.2K)
Filed 2026-11-03
Deutsche Bank Ag\
DECREASED
Shares750 from 848
Change-98 (-12%)
Value$63.6K (-$7.0K)
Filed 2026-11-06
Financial Consulate, Inc
INCREASED
Shares717 from 624
Change+93 (+15%)
Value$60.8K (+$8.8K)
Filed 2026-10-23
Summit Securities Group LLC
DECREASED
Shares700 from 1,300
Change-600 (-46%)
Value$59.4K (-$48.9K)
Filed 2026-11-05
Bochk Asset Management Ltd
INCREASED
Shares700 from 550
Change+150 (+27%)
Value$59.4K (+$13.6K)
Filed 2026-10-29
Chilton Capital Management LLC
DECREASED
Shares690 from 873
Change-183 (-21%)
Value$58.5K (-$14.2K)
Filed 2026-10-28
West Paces Advisors Inc.
NEW
Shares680
Change+680
Value$57.7K
Filed 2026-10-13
Hilltop National Bank
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$57.3K (+$1.0K)
Filed 2026-10-14
Caldwell Trust Co
DECREASED
Shares654 from 655
Change-1 (0%)
Value$55.5K (+$917)
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares632
Change+632
Value$53.6K
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares617
Change+617
Value$52.3K
Filed 2026-11-03
Chung Wu Investment Group, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$50.9K (+$918)
Filed 2026-11-03
Meriwether Wealth & Planning, LLC
NEW
Shares589
Change+589
Value$50.0K
Filed 2026-10-13
SJS Investment Consulting Inc.
INCREASED
Shares586 from 585
Change+1 (+0%)
Value$49.7K (+$1.0K)
Filed 2026-10-26
Highline Wealth Partners LLC
INCREASED
Shares556 from 440
Change+116 (+26%)
Value$47.2K (+$10.5K)
Filed 2026-10-19
Southern Michigan Bank & Trust
DECREASED
Shares542 from 1,185
Change-643 (-54%)
Value$46.0K (-$52.7K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
DECREASED
Shares540 from 559
Change-19 (-3%)
Value$45.8K (-$742)
Filed 2026-11-05
West Financial Advisors, LLC
NEW
Shares516
Change+516
Value$43.8K
Filed 2026-10-22
Center for Financial Planning, Inc.
INCREASED
Shares508 from 500
Change+8 (+2%)
Value$43.1K (+$1.4K)
Filed 2026-10-26
Proathlete Wealth Management LLC
NEW
Shares507
Change+507
Value$43.0K
Filed 2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$42.4K (+$765)
Filed 2026-10-22
Archer Investment Corp
DECREASED
Shares490 from 570
Change-80 (-14%)
Value$41.6K (-$5.9K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares483 from 85
Change+398 (+468%)
Value$41.0K (+$33.9K)
Filed 2026-11-05
Costello Asset Management, Inc
INCREASED
Shares454 from 445
Change+9 (+2%)
Value$38.5K (+$1.4K)
Filed 2026-10-30
Bangor Savings Bank
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$37.9K (+$683)
Filed 2026-10-06
Hilton Head Capital Partners, LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$36.2K (+$654)
Filed 2026-10-23
Eastern Bank
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$36.1K (+$650)
Filed 2026-10-05
Lanark Financial, Inc.
INCREASED
Shares420 from 413
Change+7 (+2%)
Value$35.7K (+$1.2K)
Filed 2026-10-26
Bayban
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$34.7K ($0)
Filed 2026-11-05
Valley National Advisers Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$33.9K (+$612)
Filed 2026-10-23
Nfsg Corp
INCREASED
Shares396 from 140
Change+256 (+183%)
Value$33.6K (+$21.9K)
Filed 2026-10-15
Gen-Wealth Partners Inc
NEW
Shares393
Change+393
Value$33.3K
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$33.2K (+$598)
Filed 2026-10-21
Ares Financial Consulting, LLC
INCREASED
Shares388 from 294
Change+94 (+32%)
Value$32.9K (+$8.4K)
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares375 from 373
Change+2 (+1%)
Value$31.8K (+$789)
Filed 2026-11-04
Essential Partners LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$31.7K (+$572)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares372
Change+372
Value$31.6K
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares369 from 254
Change+115 (+45%)
Value$31.3K (+$10.1K)
Filed 2026-10-20
Financial Perspectives, Inc
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$31.0K (+$559)
Filed 2026-11-03
Sterling Capital Management LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$28.8K (+$521)
Filed 2026-10-22
Lodestone Wealth Management LLC
INCREASED
Shares326 from 290
Change+36 (+12%)
Value$27.7K (+$3.5K)
Filed 2026-10-14
Fairscale Capital, LLC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$25.5K (-$1.3K)
Filed 2026-11-04
Bare Financial Services, Inc
INCREASED
Shares305 from 263
Change+42 (+16%)
Value$25.9K (+$4.0K)
Filed 2026-11-04
Berbice Capital Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$25.5K (+$459)
Filed 2026-10-13
Boyd Watterson Asset Management LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$25.2K (+$454)
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares292
Change+292
Value$24.8K
Filed 2026-11-03
Rothwell Investment Advisors, LLC
NEW
Shares288
Change+288
Value$24.5K
Filed 2026-11-06
Centerpoint Advisors, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$23 (-$23.0K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
DECREASED
Shares265 from 270
Change-5 (-2%)
Value$22.5K (-$11)
Filed 2026-10-07
Signature Equity Partners, LLC
DECREASED
Shares254 from 305
Change-51 (-17%)
Value$21.5K (-$3.9K)
Filed 2026-10-29
Asset Dedication, LLC
DECREASED
Shares254 from 265
Change-11 (-4%)
Value$21.6K (-$528)
Filed 2026-11-03
Livelsberger Financial Advisory
NEW
Shares249
Change+249
Value$21.2K
Filed 2026-10-28
Elevation Wealth Partners, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$20.4K (+$367)
Filed 2026-10-07
Elyxium Wealth, LLC
NEW
Shares238
Change+238
Value$20.2K
Filed 2026-10-27
Coston, McIsaac & Partners
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$19.9K (+$19.9K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares232 from 227
Change+5 (+2%)
Value$19.7K (+$795)
Filed 2026-10-13
Strengthening Families & Communities, LLC
INCREASED
Shares232 from 231
Change+1 (+0%)
Value$19.7K (+$470)
Filed 2026-10-21
Maseco LLP
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$19.7K (+$362)
Filed 2026-10-27
Burk Holdings LLC
INCREASED
Shares231 from 82
Change+149 (+182%)
Value$19.6K (+$12.8K)
Filed 2026-11-05
First Bancorp, Inc
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$19.1K (+$344)
Filed 2026-10-26
American National Bank & Trust
DECREASED
Shares212 from 355
Change-143 (-40%)
Value$18.0K (-$11.6K)
Filed 2026-10-07
Triumph Capital Management
INCREASED
Shares210 from 208
Change+2 (+1%)
Value$17.8K (+$488)
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares208
Change+208
Value$17.6K
Filed 2026-10-19
Rakuten Securities, Inc.
DECREASED
Shares203 from 817
Change-614 (-75%)
Value$17.2K (-$50.8K)
Filed 2026-11-02
Northstar Asset Management Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$16.2K (-$580)
Filed 2026-10-22
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$16 ($0)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$17.0K (+$543)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares192 from 1,115
Change-923 (-83%)
Value$16.3K (-$76.6K)
Filed 2026-10-16
Sawyer & Company, Inc
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$16.1K (+$291)
Filed 2026-10-21
Community Financial Services Group, LLC
NEW
Shares171
Change+171
Value$14.5K
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED
Shares171 from 167
Change+4 (+2%)
Value$15 (-$14.0K)
Filed 2026-11-04
North Star Investment Management Corp.
DECREASED
Shares166 from 178
Change-12 (-7%)
Value$14.1K (-$746)
Filed 2026-10-27
Main Street Group, LTD
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$13.9K (+$251)
Filed 2026-10-28
Breakwater Investment Management
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$13.6K (+$245)
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$13.6K (+$245)
Filed 2026-10-09
Zions Bancorporation, National Association
DECREASED
Shares154 from 172
Change-18 (-10%)
Value$13.1K (-$1.3K)
Filed 2026-11-06
Markowski Investments
INCREASED
Shares154 from 150
Change+4 (+3%)
Value$13.0K (+$525)
Filed 2026-10-30
Community Bank, N.A.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$12.7K (+$230)
Filed 2026-11-06
Golden State Wealth Management, LLC
INCREASED
Shares144 from 143
Change+1 (+1%)
Value$12.2K (+$277)
Filed 2026-11-02
Towne Trust Company, N.a
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$12.1K (+$219)
Filed 2026-10-28
American Capital Advisory, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$11.9K (+$214)
Filed 2026-10-28
Planning Strategies Inc.
NEW
Shares135
Change+135
Value$11.5K
Filed 2026-10-02
Arlington Trust Co LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$10.6K (+$191)
Filed 2026-10-20
NBH Bank
INCREASED
Shares119 from 70
Change+49 (+70%)
Value$10.1K (+$4.3K)
Filed 2026-11-05
MV Capital Management, Inc.
DECREASED
Shares118 from 124
Change-6 (-5%)
Value$10.0K (-$319)
Filed 2026-10-29
Caitong International Asset Management Co., Ltd
DECREASED
Shares115 from 20,245
Change-20,130 (-99%)
Value$9.8K (-$1.7M)
Filed 2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$8.7K (+$156)
Filed 2026-10-16
High Note Wealth, LLC
NEW
Shares100
Change+100
Value$8.5K
Filed 2026-10-27
DecisionPoint Financial, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.5K (+$243)
Filed 2026-10-27
Olistico Wealth, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.5K (+$153)
Filed 2026-10-05
Abound Wealth Management
DECREASED
Shares99 from 107
Change-8 (-7%)
Value$8.4K (-$515)
Filed 2026-10-26
Birchbrook, Inc.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$7.9K (+$143)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$7.6K (+$138)
Filed 2026-11-05
Avion Wealth
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$7 ($0)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares88
Change+88
Value$7.5K
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares82 from 81
Change+1 (+1%)
Value$7.0K (+$228)
Filed 2026-10-28
Winch Advisory Services, LLC
INCREASED
Shares78 from 76
Change+2 (+3%)
Value$6.6K (+$264)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
INCREASED
Shares72 from 71
Change+1 (+1%)
Value$6.1K (+$140)
Filed 2026-11-02
Mcdonald Partners LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$5.9K (+$107)
Filed 2026-11-03
City Holding Co
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$5.7K (+$103)
Filed 2026-10-19
Kozak & Associates, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.3K ($0)
Filed 2026-10-29
Pittenger & Anderson Inc
NEW
Shares64
Change+64
Value$5.4K
Filed 2026-11-02
Fiduciary Advisors, Inc.
NEW
Shares54
Change+54
Value$4.6K
Filed 2026-10-16
Polaris Financial Partners
NEW
Shares53
Change+53
Value$5
Filed 2026-10-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$4.4K (+$80)
Filed 2026-10-13
Oakworth Capital, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$4.4K (+$80)
Filed 2026-10-26
Hager Investment Management Services, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.1K (+$73)
Filed 2026-11-04
Jnba Financial Advisors
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.1K (+$74)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$3.8K (+$69)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.4K (+$61)
Filed 2026-10-16
Elevated Capital Advisors, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.3K (+$60)
Filed 2026-11-04
IMG Wealth Management, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.3K (+$60)
Filed 2026-10-27
Monetary Solutions, Ltd
INCREASED
Shares38 from 26
Change+12 (+46%)
Value$3.2K (+$1.1K)
Filed 2026-10-22
Albion Financial Group
NEW
Shares35
Change+35
Value$2.9K
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.0K (+$53)
Filed 2026-11-02
Financial Network Wealth Advisors LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.6K (+$47)
Filed 2026-10-28
Noble Wealth Management PBC
INCREASED
Shares28 from 19
Change+9 (+47%)
Value$2.4K (+$793)
Filed 2026-10-01
City State Bank
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.1K (+$38)
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares20
Change+20
Value$1.7K
Filed 2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.4K (+$26)
Filed 2026-10-21
Mondrian Investment Partners LTD
NEW
Shares16
Change+16
Value$1.3K
Filed 2026-10-23
Toth Financial Advisory Corp
NEW
Shares15
Change+15
Value$1.3K
Filed 2026-10-08
Gilpin Wealth Management, LLC
NEW
Shares14
Change+14
Value$1.2K
Filed 2026-10-09
Nvest Wealth Strategies, Inc.
INCREASED
Shares14 from 7
Change+7 (+100%)
Value$1.2K (+$604)
Filed 2026-10-14
Trust Co
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.0K (+$18)
Filed 2026-10-09
Fortis Group Advisors, LLC
NEW
Shares10
Change+10
Value$848
Filed 2026-11-06
Addison Advisors LLC
NEW
Shares9
Change+9
Value$764
Filed 2026-11-06
Nemes Rush Group LLC
DECREASED
Shares9 from 58
Change-49 (-84%)
Value$764 (-$4.1K)
Filed 2026-11-04
WPG Advisers, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$679 (+$13)
Filed 2026-10-27
Godsey & Gibb, Inc
NEW
Shares7
Change+7
Value$594
Filed 2026-10-14
StrongBox Wealth, LLC
NEW
Shares5
Change+5
Value$424
Filed 2026-11-02
Mosley Wealth Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$249 (-$1)
Filed 2026-10-16
Optimist Retirement Group LLC
CLOSED
Shares0 from 38,145
Change-38,145 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 36,092
Change-36,092 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-16
Moody Lynn Lieberson & Walker, LLC
CLOSED
Shares0 from 17,723
Change-17,723 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-14
Sigma Planning Corp
CLOSED
Shares0 from 15,836
Change-15,836 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-23
Range Financial Group LLC
CLOSED
Shares0 from 9,829
Change-9,829 (-100%)
Value$0 (-$818.9K)
Filed 2026-10-21
Brookstone Capital Management
CLOSED
Shares0 from 5,162
Change-5,162 (-100%)
Value$0 (-$430.1K)
Filed 2026-10-22
Avestar Capital, LLC
CLOSED
Shares0 from 4,471
Change-4,471 (-100%)
Value$0 (-$372.5K)
Filed 2026-10-28
Carter Financial Group, Inc.
CLOSED
Shares0 from 3,897
Change-3,897 (-100%)
Value$0 (-$324.7K)
Filed 2026-10-21
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 3,482
Change-3,482 (-100%)
Value$0 (-$290.1K)
Filed 2026-11-03
Lorne Steinberg Wealth Management Inc.
CLOSED
Shares0 from 3,339
Change-3,339 (-100%)
Value$0 (-$278.2K)
Filed 2026-10-23
Diversified Trust Co
CLOSED
Shares0 from 3,182
Change-3,182 (-100%)
Value$0 (-$265.1K)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
CLOSED
Shares0 from 3,019
Change-3,019 (-100%)
Value$0 (-$251.5K)
Filed 2026-10-27
Greenwood Gearhart LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$249.9K)
Filed 2026-11-02
CenterStar Asset Management, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$250.1K)
Filed 2026-10-09
Torrey Growth & Income Advisors
CLOSED
Shares0 from 2,830
Change-2,830 (-100%)
Value$0 (-$234.5K)
Filed 2026-11-04
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 2,650
Change-2,650 (-100%)
Value$0 (-$220.8K)
Filed 2026-10-26
Sepio Capital, LP
CLOSED
Shares0 from 2,541
Change-2,541 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-22
Seven Mile Advisory
CLOSED
Shares0 from 2,437
Change-2,437 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-22
HBK Sorce Advisory LLC
CLOSED
Shares0 from 2,387
Change-2,387 (-100%)
Value$0 (-$213.4K)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 1,709
Change-1,709 (-100%)
Value$0 (-$142.4K)
Filed 2026-10-21
Solstein Capital, LLC
CLOSED
Shares0 from 1,459
Change-1,459 (-100%)
Value$0 (-$121.5K)
Filed 2026-11-02
Axiom Investment Management LLC
CLOSED
Shares0 from 1,317
Change-1,317 (-100%)
Value$0 (-$109.7K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 932
Change-932 (-100%)
Value$0 (-$77.6K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 755
Change-755 (-100%)
Value$0 (-$62.9K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 718
Change-718 (-100%)
Value$0 (-$59.8K)
Filed 2026-11-06
Stone House Investment Management, LLC
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$50.3K)
Filed 2026-10-23
AdvisorNet Financial, Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$41.7K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 365
Change-365 (-100%)
Value$0 (-$30.9K)
Filed 2026-10-16
Robinswood Financial LLC
CLOSED
Shares0 from 338
Change-338 (-100%)
Value$0 (-$28.2K)
Filed 2026-10-20
Atlatl Advisers LLC
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$17.1K)
Filed 2026-10-22
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$10.4K)
Filed 2026-11-04
Newton One Investments LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$8.3K)
Filed 2026-10-14
Nvwm, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$8.3K)
Filed 2026-10-14
FNY Investment Advisers, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$8)
Filed 2026-10-16
Whipplewood Advisors, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-16
Bayforest Capital Ltd
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-03
Natixis
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$83)
Filed 2026-11-06
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Goldman Sachs Group Inc
N/A
Shares— from 10,439,817
Change-10,439,817 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,435,371
Change-10,435,371 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,726,970
Change-6,726,970 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,524,310
Change-3,524,310 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,449,549
Change-3,449,549 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 2,925,650
Change-2,925,650 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,389,343
Change-2,389,343 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,359,119
Change-2,359,119 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,313,533
Change-2,313,533 (-100%)
Value—
Capital World Investors
N/A
Shares— from 2,133,461
Change-2,133,461 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,603,162
Change-1,603,162 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,589,573
Change-1,589,573 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 1,348,932
Change-1,348,932 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,321,629
Change-1,321,629 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,292,335
Change-1,292,335 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,052,118
Change-1,052,118 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 664,244
Change-664,244 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 598,618
Change-598,618 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 543,760
Change-543,760 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 528,051
Change-528,051 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 518,568
Change-518,568 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 508,813
Change-508,813 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 467,587
Change-467,587 (-100%)
Value—
Norges Bank
N/A
Shares— from 421,334
Change-421,334 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 408,500
Change-408,500 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 397,906
Change-397,906 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 397,669
Change-397,669 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 372,457
Change-372,457 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 325,110
Change-325,110 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 323,491
Change-323,491 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 312,072
Change-312,072 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 303,483
Change-303,483 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 298,700
Change-298,700 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 296,980
Change-296,980 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 283,338
Change-283,338 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 261,513
Change-261,513 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 239,946
Change-239,946 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 234,828
Change-234,828 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 219,987
Change-219,987 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 215,955
Change-215,955 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 204,473
Change-204,473 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 199,492
Change-199,492 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 188,019
Change-188,019 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 184,501
Change-184,501 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 180,690
Change-180,690 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 180,029
Change-180,029 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 168,452
Change-168,452 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 156,562
Change-156,562 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 154,100
Change-154,100 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 151,035
Change-151,035 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 137,477
Change-137,477 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 132,787
Change-132,787 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 129,767
Change-129,767 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 129,143
Change-129,143 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 128,577
Change-128,577 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 125,942
Change-125,942 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 125,816
Change-125,816 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 123,237
Change-123,237 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 122,419
Change-122,419 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 120,913
Change-120,913 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 119,021
Change-119,021 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 115,379
Change-115,379 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 115,300
Change-115,300 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 111,912
Change-111,912 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 108,232
Change-108,232 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 107,037
Change-107,037 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 100,283
Change-100,283 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 99,654
Change-99,654 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 99,485
Change-99,485 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 95,284
Change-95,284 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 94,751
Change-94,751 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 94,680
Change-94,680 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 93,800
Change-93,800 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 85,095
Change-85,095 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 84,718
Change-84,718 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 83,643
Change-83,643 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 80,996
Change-80,996 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 77,850
Change-77,850 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 75,229
Change-75,229 (-100%)
Value—
&partners
N/A
Shares— from 67,205
Change-67,205 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 62,500
Change-62,500 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 58,573
Change-58,573 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 57,747
Change-57,747 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 57,285
Change-57,285 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 56,202
Change-56,202 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 55,237
Change-55,237 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 53,612
Change-53,612 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 53,298
Change-53,298 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 52,576
Change-52,576 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 50,549
Change-50,549 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 49,005
Change-49,005 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 48,984
Change-48,984 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 48,180
Change-48,180 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 47,490
Change-47,490 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 47,041
Change-47,041 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 46,771
Change-46,771 (-100%)
Value—
Simmons Bank
N/A
Shares— from 45,094
Change-45,094 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 42,491
Change-42,491 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 41,572
Change-41,572 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 41,449
Change-41,449 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 41,298
Change-41,298 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 41,056
Change-41,056 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 40,967
Change-40,967 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 40,840
Change-40,840 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 38,489
Change-38,489 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 38,259
Change-38,259 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 37,869
Change-37,869 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 36,877
Change-36,877 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 36,355
Change-36,355 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 34,757
Change-34,757 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 33,876
Change-33,876 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 33,313
Change-33,313 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 33,274
Change-33,274 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 32,863
Change-32,863 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 32,124
Change-32,124 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 31,364
Change-31,364 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 30,245
Change-30,245 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 28,789
Change-28,789 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 27,400
Change-27,400 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 27,262
Change-27,262 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 26,368
Change-26,368 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 26,210
Change-26,210 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 25,407
Change-25,407 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 22,098
Change-22,098 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,661
Change-21,661 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 21,558
Change-21,558 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 20,986
Change-20,986 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 19,718
Change-19,718 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,499
Change-19,499 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 19,087
Change-19,087 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 18,533
Change-18,533 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 18,512
Change-18,512 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 18,445
Change-18,445 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 18,157
Change-18,157 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 17,856
Change-17,856 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 17,795
Change-17,795 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 17,527
Change-17,527 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 17,511
Change-17,511 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 17,378
Change-17,378 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 17,224
Change-17,224 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 17,047
Change-17,047 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 16,879
Change-16,879 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 16,731
Change-16,731 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 16,585
Change-16,585 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 16,464
Change-16,464 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 16,126
Change-16,126 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 15,570
Change-15,570 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 15,420
Change-15,420 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 14,827
Change-14,827 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 14,707
Change-14,707 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,702
Change-14,702 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 14,342
Change-14,342 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 14,320
Change-14,320 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 14,218
Change-14,218 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 14,184
Change-14,184 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 14,177
Change-14,177 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 14,160
Change-14,160 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 13,964
Change-13,964 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 13,910
Change-13,910 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 13,678
Change-13,678 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 13,450
Change-13,450 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,367
Change-13,367 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 13,291
Change-13,291 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 13,219
Change-13,219 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,203
Change-13,203 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,148
Change-13,148 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 13,113
Change-13,113 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 12,852
Change-12,852 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 12,712
Change-12,712 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 12,096
Change-12,096 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 12,077
Change-12,077 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,034
Change-12,034 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 11,717
Change-11,717 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,679
Change-11,679 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 11,655
Change-11,655 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 11,067
Change-11,067 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 10,889
Change-10,889 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 10,773
Change-10,773 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,654
Change-10,654 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 10,638
Change-10,638 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 10,382
Change-10,382 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,163
Change-10,163 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 9,993
Change-9,993 (-100%)
Value—
State Street Corp
N/A
Shares— from 9,914
Change-9,914 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,619
Change-9,619 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,386
Change-9,386 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 9,383
Change-9,383 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 9,188
Change-9,188 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 9,168
Change-9,168 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 9,167
Change-9,167 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,091
Change-9,091 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 8,943
Change-8,943 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,915
Change-8,915 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 8,850
Change-8,850 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 8,817
Change-8,817 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 8,676
Change-8,676 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 8,308
Change-8,308 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 8,047
Change-8,047 (-100%)
Value—
CoreCommodity Management, LLC
N/A
Shares— from 7,843
Change-7,843 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 7,504
Change-7,504 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 7,445
Change-7,445 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 7,396
Change-7,396 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,261
Change-7,261 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 7,246
Change-7,246 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 7,126
Change-7,126 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 7,123
Change-7,123 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 6,808
Change-6,808 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 6,615
Change-6,615 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 6,420
Change-6,420 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,296
Change-6,296 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,283
Change-6,283 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 6,036
Change-6,036 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 6,016
Change-6,016 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 5,936
Change-5,936 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 5,896
Change-5,896 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 5,889
Change-5,889 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 5,669
Change-5,669 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,595
Change-5,595 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,387
Change-5,387 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 5,349
Change-5,349 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,707
Change-4,707 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,486
Change-4,486 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,297
Change-4,297 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,271
Change-4,271 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,107
Change-4,107 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,034
Change-4,034 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 4,022
Change-4,022 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,868
Change-3,868 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,767
Change-3,767 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
TLS Advisors LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,943
Change-2,943 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Nano Cap New Millennium Growth Fund L P
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Corient IA LP
N/A
Shares— from 990
Change-990 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 970
Change-970 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 929
Change-929 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 906
Change-906 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 815
Change-815 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
Allianz SE
N/A
Shares— from 600
Change-600 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 480
Change-480 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 439
Change-439 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 424
Change-424 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 361
Change-361 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 359
Change-359 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 356
Change-356 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 333
Change-333 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 296
Change-296 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 275
Change-275 (-100%)
Value—
Motco
N/A
Shares— from 265
Change-265 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 263
Change-263 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 200
Change-200 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 176
Change-176 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 155
Change-155 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 53
Change-53 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 40
Change-40 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 0
Change0
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Tiaa Trust, National Association
N/A
Shares— from 0
Change0
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Fisher Asset Management, LLC
INCREASED24,510,29124,341,120+169,171+1%$2.0B$2.1B+$51.6M2026-11-06
Citigroup Inc
INCREASED6,731,7705,627,636+1,104,134+20%$468.8M$571.1M+$102.3M2026-11-04
Dimensional Fund Advisors LP
DECREASED3,475,4813,493,023-17,5420%$291.0M$294.9M+$3.9M2026-11-04
Townsend & Associates, Inc
INCREASED620,441619,268+1,173+0%$49.8M$51.7M+$1.8M2026-10-23
Creative Planning
INCREASED553,078515,030+38,048+7%$42.9M$46.9M+$4.0M2026-11-02
Barclays PLC
DECREASED460,877541,049-80,172-15%$45.1M$39.1M-$6.0M2026-11-06
Pacific Heights Asset Management LLC
DECREASED400,000450,000-50,000-11%$37.5M$33.9M-$3.6M2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED371,895465,756-93,861-20%$38.2M$31.5M-$6.6M2026-10-29
LPL Financial LLC
INCREASED266,580266,543+37+0%$22.2M$22.6M+$410.9K2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED261,230258,419+2,811+1%$21.5M$22.2M+$633.9K2026-10-05
Vicus Capital
DECREASED189,023203,323-14,300-7%$16.9M$16.0M-$902.1K2026-11-05
US Bancorp \de\
DECREASED180,134191,061-10,927-6%$15.9M$15.3M-$634.7K2026-11-05
Violich Capital Management, Inc.
DECREASED171,914179,314-7,400-4%$14.9M$14.6M-$353.5K2026-10-05
Kornitzer Capital Management Inc
INCREASED168,383168,300+83+0%$14.0M$14.3M+$264.5K2026-11-03
Bank of New York Mellon Corp
INCREASED165,629158,701+6,928+4%$13.2M$14.1M+$830.6K2026-11-05
Crossmark Global Holdings, Inc.
DECREASED149,463154,101-4,638-3%$12.8M$12.7M-$157.7K2026-10-21
Moran Wealth Management, LLC
INCREASED147,734141,765+5,969+4%$11.8M$12.5M+$723.3K2026-10-22
Fusion Capital, LLC
INCREASED134,622130,511+4,111+3%$10.9M$11.4M+$548.5K2026-10-28
Russell Investments Group, Ltd.
INCREASED129,91274,152+55,760+75%$6.2M$11.0M+$4.8M2026-11-06
Addenda Capital Inc.
UNCHANGED129,200129,20000%$10.8M$11.0M+$197.7K2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED127,766127,668+98+0%$10.6M$10.8M+$203.6K2026-10-22
Eagle Global Advisors LLC
INCREASED114,328114,308+20+0%$9.5M$9.7M+$176.6K2026-11-02
Strategy Asset Managers LLC
DECREASED111,976115,521-3,545-3%$9.6M$9.5M-$124.1K2026-10-14
Hourglass Capital, LLC
DECREASED96,17096,290-1200%$8.0M$8.2M+$137.1K2026-10-26
Kessler Investment Group, LLC
DECREASED91,34999,119-7,770-8%$8.3M$7.8M-$507.6K2026-10-08
Factory Mutual Insurance Co
UNCHANGED89,25289,25200%$7.4M$7.6M+$136.6K2026-10-30
Sumitomo Mitsui Trust Group, Inc.
DECREASED88,74094,751-6,011-6%$7.9M$7.5M-$365.0K2026-10-29
Willis Investment Counsel
DECREASED87,939331,239-243,300-73%$27.6M$7.5M-$20.1M2026-10-20
Amundi
INCREASED86,87778,862+8,015+10%$6.6M$7.4M+$800.7K2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED84,83982,165+2,674+3%$6.8M$7.2M+$352.6K2026-10-14
PNC Financial Services Group, Inc.
INCREASED83,79582,974+821+1%$6.9M$7.1M+$196.6K2026-11-06
PKO Investment Management Joint-Stock Co
INCREASED80,70877,008+3,700+5%$6.4M$6.8M+$431.7K2026-10-19
Quadrant Capital Group LLC
INCREASED76,21376,106+107+0%$6.3M$6.5M+$133.9K2026-10-20
Vise Technologies, Inc.
NEW73,128—+73,128——$6.2M—2026-10-29
Nichols & Pratt Advisers LLP
INCREASED71,99471,989+5+0%$6.0M$6.1M+$96.9K2026-10-13
Commonwealth Equity Services, LLC
INCREASED71,51868,649+2,869+4%$5.7M$6.1M+$348.4K2026-11-02
Abbington Investment Group
INCREASED67,27166,933+338+1%$5.6M$5.7M+$131.0K2026-11-03
SteelPeak Wealth, LLC
NEW66,096—+66,096——$5.6M—2026-10-16
Euro Pacific Asset Management, LLC
INCREASED65,49660,907+4,589+8%$5.1M$5.3M+$284.2K2026-11-03
Guardian Partners Inc.
DECREASED65,05067,025-1,975-3%$5.6M$5.5M-$65.0K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED64,85565,508-653-1%$5.5M$5.5M+$45.0K2026-11-02
Petredis Investment Advisors LLC
INCREASED63,85463,738+116+0%$5.3M$5.4M+$107.4K2026-10-20
LSV Asset Management
DECREASED63,83865,595-1,757-3%$5.5M$5.4M-$49.0K2026-11-06
Cohen Investment Advisors LLC
INCREASED62,81862,188+630+1%$5.2M$5.3M+$148.6K2026-10-20
Augustine Asset Management Inc
DECREASED62,81363,294-481-1%$5.3M$5.3M+$56.0K2026-10-13
Ritholtz Wealth Management
INCREASED56,55056,181+369+1%$4.7M$4.8M+$117.3K2026-11-05
Capital Investment Counsel, LLC
INCREASED56,50356,371+132+0%$4.7M$4.8M+$97.4K2026-10-14
Strong Tower Advisory Services
DECREASED55,14155,482-341-1%$4.6M$4.7M+$56.0K2026-10-13
Evergreen Capital Management LLC
DECREASED53,80053,929-1290%$4.5M$4.6M+$71.6K2026-10-23
Mitchell Capital Management Co
INCREASED52,70252,034+668+1%$4.3M$4.5M+$136.3K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED51,08844,555+6,533+15%$3.6M$4.3M+$694.6K2026-10-13
Farther Finance Advisors, LLC
INCREASED50,59845,514+5,084+11%$3.8M$4.3M+$503.7K2026-10-08
Signaturefd, LLC
INCREASED50,00549,427+578+1%$4.1M$4.2M+$124.6K2026-10-23
Simplex Trading, LLC
NEW48,232—+48,232——$4.1M—2026-11-04
Dynamic Advisor Solutions LLC
INCREASED47,7822,540+45,242+1781%$211.6K$4.1M+$3.8M2026-10-13
Exchange Traded Concepts, LLC
DECREASED47,43549,630-2,195-4%$4.1M$4.0M-$110.3K2026-10-28
Integras Partners LLC
DECREASED47,04848,209-1,161-2%$4.0M$4.0M-$24.7K2026-10-30
Shrier Wealth Management, LLC
DECREASED46,26746,309-420%$3.9M$3.9M+$67.3K2026-10-20
Geneva Partners, LLC
DECREASED43,20382,280-39,077-47%$6.9M$3.7M-$3.2M2026-10-26
Compound Planning, Inc.
DECREASED42,36149,521-7,160-14%$4.1M$3.6M-$531.7K2026-11-05
TD Waterhouse Canada Inc.
DECREASED42,05642,890-834-2%$3.5M$3.6M+$33.0K2026-10-16
Northcape Wealth Management, LLC
DECREASED41,06043,969-2,909-7%$3.7M$3.5M-$179.6K2026-11-04
Canal Insurance Co
UNCHANGED40,00040,00000%$3.3M$3.4M+$62.0K2026-10-20
Frank, Rimerman Advisors LLC
DECREASED37,46137,499-380%$3.1M$3.2M+$54.1K2026-10-16
Aaron Wealth Advisors LLC
INCREASED35,83533,890+1,945+6%$2.8M$3.0M+$216.9K2026-10-13
Lockheed Martin Investment Management Co
DECREASED35,54037,200-1,660-4%$3.1M$3.0M-$83.9K2026-11-04
Associated Banc-Corp
DECREASED34,98136,064-1,083-3%$3.0M$3.0M-$36.7K2026-10-30
RED Cedar Investment Management, LLC
DECREASED34,80742,648-7,841-18%$3.6M$3.0M-$600.0K2026-11-04
Savant Capital, LLC
INCREASED34,41518,804+15,611+83%$1.6M$2.9M+$1.3M2026-11-06
CIBC Asset Management Inc
DECREASED33,93536,708-2,773-8%$3.1M$2.9M-$179.1K2026-11-05
St. Louis Trust Co
UNCHANGED33,68733,68700%$233.7K$2.9M+$2.6M2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED32,79929,570+3,229+11%$2.5M$2.8M+$334.2K2026-11-04
Legacy Wealth Asset Management, LLC
INCREASED32,65414,861+17,793+120%$1.2M$2.8M+$1.5M2026-10-09
Lido Advisors, LLC
INCREASED32,44131,626+815+3%$2.6M$2.8M+$117.5K2026-11-04
D.A. Davidson & Co.
INCREASED31,78726,974+4,813+18%$2.2M$2.7M+$449.6K2026-10-28
Meridian Wealth Management, LLC
INCREASED31,34831,036+312+1%$2.6M$2.7M+$73.9K2026-11-05
Kestra Advisory Services, LLC
INCREASED31,34528,001+3,344+12%$2.3M$2.7M+$326.5K2026-11-02
Myriad Asset Management Advisors LLC
UNCHANGED31,30231,30200%$2.6M$2.7M+$48.0K2026-11-03
Orca Investment Management, LLC
DECREASED30,95231,650-698-2%$2.6M$2.6M-$10.8K2026-10-29
Oppenheimer & Co Inc
INCREASED29,94928,503+1,446+5%$2.4M$2.5M+$166.3K2026-10-26
Choreo, LLC
INCREASED28,49026,926+1,564+6%$2.2M$2.4M+$173.9K2026-10-28
Keybank National Association
DECREASED27,87428,365-491-2%$2.4M$2.4M+$1.7K2026-11-04
Gryphon Financial Partners LLC
INCREASED27,76626,546+1,220+5%$2.2M$2.4M+$144.1K2026-11-04
Ethic Inc.
INCREASED26,97316,789+10,184+61%$1.4M$2.3M+$889.7K2026-11-03
Park Avenue Securities LLC
DECREASED26,94827,526-578-2%$2.3M$2.3M-$7.0K2026-10-26
Royal Fund Management, LLC
INCREASED25,39725,218+179+1%$2.1M$2.2M+$53.8K2026-10-22
Moors & Cabot, Inc.
INCREASED25,24125,211+30+0%$2.1M$2.1M+$41.1K2026-11-06
SBI Securities Co., Ltd.
DECREASED24,55324,838-285-1%$2.1M$2.1M+$13.8K2026-10-22
180 Wealth Advisors, LLC
DECREASED24,25325,147-894-4%$2.1M$2.1M-$37.4K2026-11-03
Castellan Group
DECREASED23,91824,668-750-3%$2.1M$2.0M-$25.9K2026-10-19
Viewpoint Investment Partners Corp
DECREASED21,55821,758-200-1%$2.0M$2.0M+$21.1K2026-10-26
Greenleaf Trust
INCREASED21,09020,940+150+1%$1.7M$1.8M+$44.8K2026-10-29
Highland Capital Management, LLC
DECREASED20,18820,213-250%$1.7M$1.7M+$28.8K2026-10-26
Parallel Advisors, LLC
INCREASED19,55719,048+509+3%$1.6M$1.7M+$72.3K2026-11-03
Profund Advisors LLC
INCREASED19,01718,435+582+3%$1.5M$1.6M+$77.6K2026-10-29
Moody National Bank Trust Division
INCREASED18,73517,752+983+6%$1.5M$1.6M+$110.6K2026-10-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED18,34613,699+4,647+34%$1.1M$1.6M+$415.2K2026-10-27
Kathmere Capital Management, LLC
INCREASED18,29016,595+1,695+10%$1.4M$1.6M+$169.2K2026-10-20
Truist Financial Corp
INCREASED18,26417,174+1,090+6%$1.4M$1.5M+$118.7K2026-10-30
Rudd Co d/b/a Styre Wealth
NEW17,573—+17,573——$1.5M—2026-10-29
Versant Capital Management, Inc
INCREASED17,41016,718+692+4%$1.4M$1.5M+$84.3K2026-10-02
Prospera Financial Services Inc
DECREASED16,69116,782-91-1%$1.4M$1.3M-$76.7K2026-11-04
Merit Financial Group, LLC
INCREASED16,65116,017+634+4%$1.3M$1.4M+$78.2K2026-11-06
Harbour Capital Advisors, LLC
INCREASED16,44015,795+645+4%$1.3M$1.4M+$104.6K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED16,42316,247+176+1%$1.4M$1.4M+$39.7K2026-10-22
Montgomery Investment Management Inc
UNCHANGED16,15016,15000%$1.3M$1.4M+$24.7K2026-10-26
Jeppson Wealth Management, LLC
DECREASED16,13616,712-576-3%$1.4M$1.4M-$23.3K2026-10-20
Gleason Group, Inc.
INCREASED15,57615,229+347+2%$1.3M$1.3M+$52.7K2026-10-15
Fulcrum Asset Management LLP
DECREASED15,37415,996-622-4%$1.3M$1.3M-$3.5K2026-11-04
Persium Advisors, LLC
DECREASED15,29916,575-1,276-8%$1.4M$1.3M-$82.9K2026-10-07
Kestra Private Wealth Services, LLC
DECREASED14,99315,290-297-2%$1.3M$1.3M-$1.8K2026-11-06
Novem Group
INCREASED14,91814,425+493+3%$1.2M$1.3M+$64.0K2026-10-19
Bailard, Inc.
INCREASED14,26313,998+265+2%$1.2M$1.2M+$43.9K2026-10-13
Founders Financial Securities LLC
DECREASED13,76013,775-150%$1.1M$1.2M+$19.8K2026-10-28
May Hill Capital, LLC
INCREASED13,17411,315+1,859+16%$942.7K$1.1M+$175.0K2026-11-03
Rossmore Private Capital
DECREASED13,05514,230-1,175-8%$1.2M$1.1M-$77.9K2026-10-27
Abel Hall, LLC
INCREASED12,98512,639+346+3%$1.1M$1.1M+$48.7K2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED12,93312,006+927+8%$1.0M$1.1M+$97.0K2026-10-30
Burford Brothers, Inc.
INCREASED12,72812,710+18+0%$1.1M$1.1M+$21.0K2026-10-21
Louisbourg Investments Inc.
UNCHANGED12,68012,68000%$1.1M$1.1M+$19.4K2026-10-20
Gamma Investing LLC
INCREASED12,38810,995+1,393+13%$916.0K$1.1M+$135.0K2026-10-08
St. Johns Investment Management Company, LLC
INCREASED11,9791,000+10,979+1098%$83.3K$1.0M+$933.0K2026-10-30
Manske Wealth Management
DECREASED11,97612,585-609-5%$1.0M$1.0M-$32.4K2026-10-26
Albert D Mason Inc
UNCHANGED11,86511,86500%$988.5K$1.0M+$18.2K2026-10-27
Jackson Square Capital, LLC
DECREASED11,72913,304-1,575-12%$1.1M$995.1K-$113.3K2026-10-19
HB Wealth Management, LLC
DECREASED11,72911,772-430%$980.8K$995.1K+$14.3K2026-10-23
Sage Rhino Capital LLC
DECREASED11,45311,692-239-2%$974.1K$971.7K-$2.4K2026-10-28
Alessandra Capital Management, LLC
INCREASED11,2978,082+3,215+40%$673.3K$958.4K+$285.1K2026-10-30
Mesirow Financial Investment Management, Inc.
INCREASED11,21711,094+123+1%$924.2K$951.7K+$27.4K2026-11-05
HUB Investment Partners, LLC
INCREASED10,9397,144+3,795+53%$595.2K$928.1K+$332.9K2026-11-03
Plan A Wealth LLC
INCREASED10,92710,541+386+4%$878.1K$927.1K+$49.0K2026-10-08
Parrish Capital LLC
INCREASED10,25610,082+174+2%$839.9K$870.1K+$30.2K2026-10-01
Cordatus Wealth Management LLC
INCREASED10,22210,101+121+1%$841.5K$867.2K+$25.7K2026-10-19
Norway Savings Bank
INCREASED10,0169,911+105+1%$825.7K$849.8K+$24.1K2026-10-20
Allworth Financial LP
INCREASED9,8717,233+2,638+36%$602.6K$822.3K+$219.8K2026-11-06
International Assets Investment Management, LLC
INCREASED9,6908,380+1,310+16%$689.0K$820.3K+$131.3K2026-11-02
Symphony Financial, Ltd. Co.
NEW9,686—+9,686——$824.6K—2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED9,6259,520+105+1%$793.1K$816.6K+$23.5K2026-10-21
PDS Planning, Inc
DECREASED9,5389,617-79-1%$801.2K$809.2K+$8.0K2026-11-03
Aprio Wealth Management, LLC
INCREASED9,5219,380+141+2%$781.5K$807.8K+$26.3K2026-10-28
Global Financial Private Client, LLC
INCREASED9,4086,854+2,554+37%$571.0K$798.2K+$227.2K2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED9,3137,993+1,320+17%$665.9K$790.1K+$124.2K2026-10-20
LVW Advisors, LLC
DECREASED9,2329,465-233-2%$788.6K$783.3K-$5.3K2026-10-19
Assetmark, Inc
INCREASED9,0925,376+3,716+69%$447.9K$771.4K+$323.5K2026-10-21
Veracity Capital LLC
INCREASED9,0206,014+3,006+50%$501.0K$765.3K+$264.3K2026-10-08
Fractal Investments LLC
UNCHANGED9,0009,00000%$749.8K$763.6K+$13.8K2026-10-28
Uncommon Cents Investing Inc
INCREASED8,9908,415+575+7%$701.1K$762.7K+$61.7K2026-10-20
Valeo Financial Advisors, LLC
INCREASED8,6798,282+397+5%$690.0K$736.3K+$46.3K2026-10-08
Mission Wealth Management, LP
DECREASED8,64811,371-2,723-24%$947.3K$733.7K-$213.7K2026-10-15
XML Financial, LLC
INCREASED8,5908,440+150+2%$703.1K$728.8K+$25.6K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED8,3115,701+2,610+46%$474.9K$705.1K+$230.2K2026-10-16
Investment Research Partners LLC
DECREASED8,3118,511-200-2%$709.1K$705.1K-$4.0K2026-10-19
Legal Advantage Investments, Inc.
UNCHANGED8,3078,30700%$692.1K$704.8K+$12.7K2026-10-13
SevenBridge Financial Group, LLC
DECREASED8,2649,264-1,000-11%$837.6K$676.6K-$161.0K2026-10-26
Pacifica Partners Inc.
DECREASED8,2248,258-340%$688.1K$696.1K+$8.0K2026-10-09
Anchyra Partners LLC
INCREASED8,1826,653+1,529+23%$554.3K$694.2K+$139.9K2026-10-13
Wedbush Securities Inc
DECREASED7,9738,078-105-1%$673.0K$676.0K+$3.0K2026-10-22
Breakwater Capital Group
INCREASED7,8347,627+207+3%$635.4K$664.6K+$29.2K2026-10-09
Trust Point Inc.
NEW7,769—+7,769——$659.1K—2026-10-27
Chicago Partners Investment Group LLC
INCREASED7,7537,717+36+0%$645.6K$603.6K-$42.0K2026-10-27
Radnor Capital Management, LLC
UNCHANGED7,6007,60000%$633.2K$644.8K+$11.6K2026-10-23
First Financial Corp
DECREASED7,4767,637-161-2%$636.2K$634.3K-$2.0K2026-10-13
Harmony Asset Management LLC
DECREASED7,3097,353-44-1%$612.6K$620.1K+$7.5K2026-10-20
VestGen Advisors, LLC
INCREASED7,1436,959+184+3%$579.8K$606.0K+$26.2K2026-10-27
Benedict Financial Advisors Inc
INCREASED7,1367,122+14+0%$593.3K$605.4K+$12.1K2026-10-07
Focused Alpha, LLC
DECREASED7,0717,167-96-1%$597.1K$599.9K+$2.8K2026-10-20
55 North Private Wealth, LLC
INCREASED7,0696,577+492+7%$547.9K$599.7K+$51.8K2026-10-20
Yousif Capital Management, LLC
UNCHANGED7,0627,06200%$588.3K$599.1K+$10.8K2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED6,9366,309+627+10%$525.6K$588.5K+$62.9K2026-10-08
Traveka Wealth, LLC
INCREASED6,8165,125+1,691+33%$427.0K$578.3K+$151.3K2026-10-19
Westover Capital Advisors, LLC
INCREASED6,7856,242+543+9%$520.0K$575.6K+$55.6K2026-10-26
Larry Mathis Financial Planning, LLC
DECREASED6,7747,426-652-9%$618.7K$574.7K-$44.0K2026-10-26
Riversedge Advisors, LLC
INCREASED6,7715,342+1,429+27%$445.0K$574.5K+$129.4K2026-10-09
Pinnacle Wealth Planning Services, Inc.
INCREASED6,7146,629+85+1%$552.2K$569.6K+$17.4K2026-10-27
Ridgewood Investments LLC
UNCHANGED6,5896,58900%$548.9K$559.0K+$10.1K2026-10-05
Kelleher Financial Advisors
UNCHANGED6,5426,54200%$545.0K$555.0K+$10.0K2026-10-30
Brighton Jones LLC
INCREASED6,5095,931+578+10%$494.1K$552.2K+$58.1K2026-11-03
Atria Investments, Inc
INCREASED6,4563,747+2,709+72%$312.2K$547.7K+$235.5K2026-10-15
Aviance Capital Partners, LLC
INCREASED6,4376,347+90+1%$528.8K$546.1K+$17.3K2026-10-29
SeaCrest Wealth Management, LLC
INCREASED6,2366,221+15+0%$518.3K$529.1K+$10.8K2026-10-21
Carnegie Lake Advisors LLC
INCREASED6,2005,800+400+7%$483.2K$526.0K+$42.8K2026-11-06
Almanack Investment Partners, Llc.
INCREASED6,0185,841+177+3%$486.6K$510.6K+$24.0K2026-11-03
Davenport & Co LLC
NEW5,989—+5,989——$508.1K—2026-10-14
71 West Capital Partners
INCREASED5,9845,588+396+7%$465.5K$507.7K+$42.1K2026-11-04
Financial Management Professionals, Inc.
DECREASED5,9726,970-998-14%$580.7K$506.6K-$74.0K2026-10-23
Garner Asset Management Corp
DECREASED5,9706,436-466-7%$536.1K$472.4K-$63.7K2026-10-30
Crescent Grove Advisors, LLC
NEW5,956—+5,956——$505.3K—2026-10-21
KG Capital Management
DECREASED5,7867,025-1,239-18%$585.3K$490.9K-$94.4K2026-10-15
Resonant Capital Advisors, LLC
INCREASED5,7685,491+277+5%$457.5K$489.4K+$31.9K2026-10-15
Parkside Financial Bank & Trust
INCREASED5,5965,404+192+4%$450.2K$474.8K+$24.6K2026-10-27
Sowell Financial Services LLC
DECREASED5,5775,679-102-2%$473.1K$473.2K+$742026-10-23
Ascent Group, LLC
INCREASED5,5765,334+242+5%$444.3K$473.0K+$28.7K2026-10-30
AMG National Trust Bank
INCREASED5,5485,138+410+8%$428.0K$470.7K+$42.6K2026-11-05
Simplicity Wealth,LLC
INCREASED5,5193,316+2,203+66%$276.3K$468.2K+$191.9K2026-10-23
Hardy Reed LLC
INCREASED5,5174,651+866+19%$387.5K$468.1K+$80.6K2026-11-06
Summit Global Investments
INCREASED5,4185,404+14+0%$450.0K$460.0K+$10.0K2026-10-28
Naples Global Advisors, LLC
DECREASED5,3985,408-100%$450.5K$458.0K+$7.4K2026-11-05
Williams Jones Wealth Management, Llc.
DECREASED5,3665,443-77-1%$453.5K$455.3K+$1.8K2026-11-05
Crestwood Advisors Group, LLC
INCREASED5,2864,999+287+6%$416.5K$448.5K+$32.0K2026-10-27
Fifth Third Bancorp
INCREASED5,2774,775+502+11%$397.8K$447.7K+$49.9K2026-11-05
Integrity Alliance, Llc.
DECREASED5,2755,587-312-6%$465.5K$447.5K-$18.0K2026-10-29
Catalyst Investment Management LLC
UNCHANGED5,2625,26200%$438.4K$446.4K+$8.1K2026-10-21
Myriad Asset Management US LP
UNCHANGED5,2225,22200%$435.0K$443.0K+$8.0K2026-11-03
Cromwell Holdings LLC
INCREASED5,2145,015+199+4%$417.8K$442.4K+$24.6K2026-10-28
Wedmont Private Capital
INCREASED5,1254,645+480+10%$379.4K$434.7K+$55.3K2026-10-09
Retirement Planning Co of New England, Inc.
INCREASED5,0734,943+130+3%$411.8K$430.4K+$18.6K2026-10-15
Leonteq Securities AG
DECREASED4,9935,268-275-5%$438.9K$423.6K-$15.3K2026-10-29
Apollon Wealth Management, LLC
NEW4,885—+4,885——$414.4K—2026-10-23
Providence First Trust Co
NEW4,795—+4,795——$406.8K—2026-11-02
Old National Bancorp
INCREASED4,7164,516+200+4%$376.2K$400.1K+$23.9K2026-10-20
Wright Wealth LLC
DECREASED4,6474,757-110-2%$396.3K$394.3K-$2.1K2026-10-29
Wesbanco Bank Inc
DECREASED4,6404,725-85-2%$393.6K$393.7K+$182026-11-04
Xponance LLC
NEW4,603—+4,603——$390.5K—2026-11-03
EverSource Wealth Advisors, LLC
INCREASED4,5803,601+979+27%$300.0K$388.5K+$88.5K2026-11-04
Pekin Hardy Strauss, Inc.
INCREASED4,5694,119+450+11%$343.2K$387.6K+$44.5K2026-11-02
Convergence Financial, LLC
NEW4,536—+4,536——$384.8K—2026-10-27
Parsons Capital Management Inc
UNCHANGED4,5254,52500%$377.0K$383.9K+$6.9K2026-10-28
Williams & Novak Wealth Management, LLC
DECREASED4,5094,862-353-7%$405.1K$382.5K-$22.5K2026-10-09
Inspire Investing, LLC
INCREASED4,4644,289+175+4%$357.3K$378.7K+$21.4K2026-10-22
Avior Wealth Management, LLC
INCREASED4,3904,152+238+6%$345.9K$372.4K+$26.5K2026-10-13
Centurion Wealth Management LLC
UNCHANGED4,3504,35000%$362.4K$369.1K+$6.7K2026-10-13
SAX Wealth Advisors, LLC
NEW4,298—+4,298——$364.6K—2026-10-13
First Horizon Corp
INCREASED4,2062,704+1,502+56%$225.3K$356.8K+$131.6K2026-10-26
Successful Portfolios LLC
INCREASED4,1404,137+3+0%$336.2K$359.3K+$23.1K2026-10-09
Walser Wealth Management Company, A Ltd Liability Co
INCREASED4,1394,048+91+2%$337.2K$351.1K+$13.9K2026-10-15
Blue Trust, Inc.
DECREASED4,1359,913-5,778-58%$825.9K$350.8K-$475.0K2026-10-15
RFG Advisory, LLC
INCREASED4,0963,684+412+11%$307.0K$347.5K+$40.6K2026-11-03
Sovran Advisors, LLC
NEW4,049—+4,049——$331.3K—2026-11-02
Thrivent Financial for Lutherans
DECREASED4,0154,047-32-1%$337.0K$341.0K+$4.0K2026-11-05
Corps Capital Advisors, LLC
UNCHANGED4,0004,00000%$333.2K$339.4K+$6.1K2026-11-05
MW Advisory, LLC
INCREASED3,9713,258+713+22%$271.4K$336.9K+$65.5K2026-10-19
Trek Financial, LLC
INCREASED3,9643,889+75+2%$324.0K$336.3K+$12.3K2026-10-29
Cullen T Bankers, Inc.
INCREASED3,9603,594+366+10%$299.4K$336.0K+$36.6K2026-10-28
Affinity Capital Advisors, LLC
INCREASED3,9183,822+96+3%$319.7K$339.9K+$20.2K2026-10-13
Calamos Wealth Management LLC
DECREASED3,8783,891-130%$324.2K$329.0K+$4.9K2026-11-02
Wealthcare Capital Partners, LLC
INCREASED3,7623,685+77+2%$307.0K$319.1K+$12.1K2026-10-21
Cherokee Insurance Co
UNCHANGED3,7003,70000%$308.2K$313.9K+$5.7K2026-11-05
Florida Trust Wealth Management Co
INCREASED3,6893,054+635+21%$254.4K$313.0K+$58.5K2026-11-05
XXI Wealth, LLC
INCREASED3,6843,486+198+6%$290.4K$312.6K+$22.2K2026-10-22
J.W. Cole Advisors, Inc.
INCREASED3,6743,552+122+3%$295.9K$311.7K+$15.8K2026-11-05
Axxcess Wealth Management, LLC
NEW3,639—+3,639——$308.7K—2026-10-21
Klingman & Associates, LLC
INCREASED3,6323,525+107+3%$293.7K$308.1K+$14.5K2026-10-20
Sapient Capital LLC
UNCHANGED3,5823,58200%$298.4K$303.9K+$5.5K2026-10-08
Mather Group, Llc.
INCREASED3,5653,545+20+1%$295.3K$302.4K+$7.1K2026-10-14
AlphaCore Capital LLC
INCREASED3,5513,261+290+9%$271.7K$301.3K+$29.6K2026-11-04
BXM Wealth LLC
UNCHANGED3,5253,52500%$293.7K$299.1K+$5.4K2026-11-03
Soltis Investment Advisors LLC
INCREASED3,4862,640+846+32%$219.9K$295.8K+$75.9K2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED3,4383,43800%$286.4K$291.7K+$5.3K2026-10-27
Cohen Capital Management, Inc.
UNCHANGED3,4193,41900%$284.8K$290.1K+$5.2K2026-10-14
Gallacher Capital Management LLC
DECREASED3,3795,418-2,039-38%$451.4K$286.7K-$164.7K2026-10-30
Integral Investment Advisors, Inc.
INCREASED3,3383,302+36+1%$275.1K$283.2K+$8.1K2026-11-03
Clearstead Advisors, LLC
INCREASED3,3323,207+125+4%$267.2K$282.5K+$15.4K2026-11-06
Abundance Wealth Counselors
UNCHANGED3,3203,32000%$276.6K$281.7K+$5.1K2026-10-26
Central Trust Co
DECREASED3,2723,333-61-2%$277.7K$277.6K-$762026-11-05
Facet Wealth, Inc.
INCREASED3,2392,909+330+11%$242.3K$274.8K+$32.4K2026-11-04
SmartHarvest Portfolios, LLC
DECREASED3,2273,680-453-12%$306.6K$273.8K-$32.8K2026-10-26
Keudell ison Wealth Management
UNCHANGED3,2003,20000%$266.6K$271.5K+$4.9K2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED3,1962,892+304+11%$240.9K$271.1K+$30.2K2026-11-02
Walker Asset Management, LLC
INCREASED3,1573,085+72+2%$257.0K$267.8K+$10.8K2026-10-13
Legacy Edge Advisors, LLC
UNCHANGED3,0543,05400%$254.4K$259.1K+$4.7K2026-11-06
Canopy Partners, LLC
INCREASED3,0192,842+177+6%$236.8K$256.1K+$19.4K2026-10-28
Syverson Strege & Co
INCREASED3,0152,996+19+1%$249.6K$255.8K+$6.2K2026-11-02
Fortress Financial Solutions, LLC
NEW3,011—+3,011——$255.4K—2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED3,0003,00000%$250.0K$255.0K+$5.0K2026-10-14
Bank of New Hampshire
UNCHANGED3,0003,00000%$249.9K$254.5K+$4.6K2026-10-06
Viking Fund Management LLC
UNCHANGED3,0003,00000%$249.9K$254.5K+$4.6K2026-10-14
Genesee Capital Advisors, LLC
NEW2,972—+2,972——$252.2K—2026-10-20
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED2,9702,97000%$247.4K$252.0K+$4.5K2026-10-19
First Command Advisory Services, Inc.
INCREASED2,9671,031+1,936+188%$85.9K$251.7K+$165.8K2026-11-05
Greenspring Advisors, LLC
INCREASED2,9522,946+6+0%$245.5K$250.4K+$5.0K2026-11-05
Nolet Wealth Management, LLC
INCREASED2,9472,923+24+1%$243.5K$250.0K+$6.5K2026-10-15
Citizens National Bank Trust Department
UNCHANGED2,8632,86300%$238.5K$242.9K+$4.4K2026-11-04
Foster Group, Inc.
DECREASED2,8623,319-457-14%$276.5K$242.8K-$33.7K2026-10-13
Daymark Wealth Partners, LLC
DECREASED2,8333,133-300-10%$261.0K$240.4K-$20.7K2026-11-04
AGF Management LTD
DECREASED2,8003,000-200-7%$249.9K$237.6K-$12.4K2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED2,7932,814-21-1%$234.4K$237.0K+$2.5K2026-10-16
Larson Financial Group LLC
INCREASED2,7782,376+402+17%$198.0K$235.6K+$37.7K2026-11-05
Founders Grove Wealth Partners, LLC
INCREASED2,7772,721+56+2%$226.7K$235.6K+$8.9K2026-10-16
Baldwin Wealth Partners LLC
UNCHANGED2,7502,75000%$229.1K$233.3K+$4.2K2026-10-13
RBA Wealth Management, LLC
NEW2,745—+2,745——$232.9K—2026-10-28
Smith Thornton Advisors LLC
UNCHANGED2,7302,73000%$222.1K$231.6K+$9.5K2026-10-16
Venture Visionary Partners LLC
INCREASED2,6902,642+48+2%$220.1K$228.2K+$8.1K2026-10-07
North Capital, Inc.
UNCHANGED2,6872,68700%$223.9K$228.3K+$4.4K2026-10-16
Corecam Pte. Ltd.
UNCHANGED2,6702,67000%$222.4K$226.5K+$4.1K2026-10-23
Symmetry Partners, LLC
NEW2,663—+2,663——$225.9K—2026-10-27
Rasp Wealth Solutions, LLC
UNCHANGED2,6432,64300%$220.2K$224.2K+$4.0K2026-11-06
August Group Capital Ltd
INCREASED2,6422,562+80+3%$213.4K$224.1K+$10.7K2026-10-14
Enterprise Financial Services Corp
INCREASED2,6312,613+18+1%$217.7K$223.2K+$5.5K2026-11-03
Interchange Capital Partners, LLC
INCREASED2,6252,586+39+2%$215.4K$222.7K+$7.3K2026-10-28
JGP Wealth Management, LLC
NEW2,615—+2,615——$221.9K—2026-10-13
Rosenberg Matthew Hamilton
UNCHANGED2,6112,61100%$217.5K$221.5K+$4.0K2026-10-05
Acorn Wealth Advisors, LLC
INCREASED2,5992,579+20+1%$214.9K$220.5K+$5.6K2026-10-19
Intrua Financial, LLC
UNCHANGED2,5982,59800%$216.4K$220.4K+$4.0K2026-10-28
SYM Financial Corp
NEW2,597—+2,597——$220.3K—2026-10-26
Indivisible Partners
NEW2,578—+2,578——$218.7K—2026-10-26
Stableford Capital II LLC
DECREASED2,5742,765-191-7%$230.4K$218.4K-$12.0K2026-10-09
Compass Wealth Management LLC
UNCHANGED2,5502,55000%$212.4K$216.3K+$3.9K2026-10-22
CoreCap Advisors, LLC
INCREASED2,5432,525+18+1%$210.4K$215.8K+$5.4K2026-10-08
Fulton Bank, N.A.
UNCHANGED2,5402,54000%$211.6K$215.5K+$3.9K2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED2,5362,406+130+5%$200.4K$215.1K+$14.7K2026-11-05
Boltwood Capital Management
NEW2,475—+2,475——$210.0K—2026-10-02
Kohmann Bosshard Financial Services, LLC
UNCHANGED2,4582,45800%$204.8K$208.5K+$3.8K2026-11-04
Owl Creek Wealth Partners LLC
INCREASED2,4502,376+74+3%$197.9K$207.9K+$9.9K2026-10-20
Knights of Columbus Asset Advisors LLC
DECREASED2,4483,135-687-22%$261.2K$207.7K-$53.5K2026-11-05
Spectrum Planning & Advisory Services Inc.
NEW2,420—+2,420——$205.4K—2026-11-05
Ashton Thomas Private Wealth, LLC
NEW2,408—+2,408——$204.3K—2026-11-03
Nisa Investment Advisors, LLC
INCREASED2,0281,894+134+7%$157.8K$172.1K+$14.3K2026-10-20
Boit C F David
NEW2,000—+2,000——$169.7K—2026-10-29
Root Financial Partners, LLC
NEW1,846—+1,846——$156.7K—2026-10-21
Manchester Capital Management LLC
UNCHANGED1,8451,84500%$153.7K$156.5K+$2.8K2026-10-22
Trust Co of Toledo NA
UNCHANGED1,7001,70000%$141.6K$144.2K+$2.6K2026-10-16
Salomon & Ludwin, LLC
INCREASED1,6911,548+143+9%$127.3K$143.5K+$16.2K2026-10-29
James T. Borello RIA
INCREASED1,6741,437+237+16%$119.7K$142.0K+$22.3K2026-10-16
Provenance Wealth Advisors, LLC
NEW1,577—+1,577——$133.8K—2026-10-30
Montag A & Associates Inc
INCREASED1,5161,387+129+9%$115.6K$128.6K+$13.1K2026-10-29
First Community Trust NA
NEW1,460—+1,460——$123.9K—2026-10-07
Acropolis Investment Management, LLC
UNCHANGED1,3321,33200%$111.0K$113.0K+$2.0K2026-10-08
UMB Bank, n.a.
DECREASED1,2841,289-50%$107.4K$108.9K+$1.5K2026-11-06
First Premier Bank
UNCHANGED1,2761,27600%$81.0K$83.0K+$2.0K2026-10-13
True Wealth Design, LLC
INCREASED1,1871,092+95+9%$91.0K$100.7K+$9.7K2026-10-13
Bell Investment Advisors, Inc
DECREASED1,1731,182-9-1%$98.5K$99.5K+$1.0K2026-10-29
MTM Investment Management, LLC
UNCHANGED1,1001,10000%$91.7K$93.3K+$1.7K2026-10-30
Private Trust Co NA
INCREASED1,073798+275+34%$66.5K$91.0K+$24.6K2026-10-20
1620 Investment Advisors, Inc.
NEW1,048—+1,048——$88.9K—2026-11-04
TD Private Client Wealth LLC
DECREASED1,0401,233-193-16%$102.7K$88.2K-$14.5K2026-10-28
Hoey Investments, Inc
UNCHANGED1,0001,00000%$83.3K$84.8K+$1.5K2026-10-29
Spire Wealth Management
UNCHANGED99199100%$82.6K$84.1K+$1.5K2026-10-30
Cassaday & Co Wealth Management LLC
INCREASED882738+144+20%$61.5K$74.8K+$13.3K2026-10-27
GHP Investment Advisors, Inc.
INCREASED873865+8+1%$72.1K$74.1K+$2.0K2026-10-15
Grove Bank & Trust
DECREASED855856-10%$71.3K$72.5K+$1.2K2026-10-08
JFS Wealth Advisors, LLC
UNCHANGED81481400%$67.8K$69.1K+$1.2K2026-11-03
Deutsche Bank Ag\
DECREASED750848-98-12%$70.6K$63.6K-$7.0K2026-11-06
Financial Consulate, Inc
INCREASED717624+93+15%$52.0K$60.8K+$8.8K2026-10-23
Summit Securities Group LLC
DECREASED7001,300-600-46%$108.3K$59.4K-$48.9K2026-11-05
Bochk Asset Management Ltd
INCREASED700550+150+27%$45.8K$59.4K+$13.6K2026-10-29
Chilton Capital Management LLC
DECREASED690873-183-21%$72.7K$58.5K-$14.2K2026-10-28
West Paces Advisors Inc.
NEW680—+680——$57.7K—2026-10-13
Hilltop National Bank
UNCHANGED67567500%$56.2K$57.3K+$1.0K2026-10-14
Caldwell Trust Co
DECREASED654655-10%$54.6K$55.5K+$9172026-10-30
Jacobi Capital Management LLC
NEW632—+632——$53.6K—2026-11-05
Ascentis Independent Advisors
NEW617—+617——$52.3K—2026-11-03
Chung Wu Investment Group, LLC
UNCHANGED60060000%$50.0K$50.9K+$9182026-11-03
Meriwether Wealth & Planning, LLC
NEW589—+589——$50.0K—2026-10-13
SJS Investment Consulting Inc.
INCREASED586585+1+0%$48.7K$49.7K+$1.0K2026-10-26
Highline Wealth Partners LLC
INCREASED556440+116+26%$36.7K$47.2K+$10.5K2026-10-19
Southern Michigan Bank & Trust
DECREASED5421,185-643-54%$98.7K$46.0K-$52.7K2026-10-19
Silver Grove Financial Group, Inc.
DECREASED540559-19-3%$46.5K$45.8K-$7422026-11-05
West Financial Advisors, LLC
NEW516—+516——$43.8K—2026-10-22
Center for Financial Planning, Inc.
INCREASED508500+8+2%$41.7K$43.1K+$1.4K2026-10-26
Proathlete Wealth Management LLC
NEW507—+507——$43.0K—2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED50050000%$41.7K$42.4K+$7652026-10-22
Archer Investment Corp
DECREASED490570-80-14%$47.5K$41.6K-$5.9K2026-11-05
Rossby Financial, LCC
INCREASED48385+398+468%$7.1K$41.0K+$33.9K2026-11-05
Costello Asset Management, Inc
INCREASED454445+9+2%$37.1K$38.5K+$1.4K2026-10-30
Bangor Savings Bank
UNCHANGED44744700%$37.2K$37.9K+$6832026-10-06
Hilton Head Capital Partners, LLC
UNCHANGED42742700%$35.6K$36.2K+$6542026-10-23
Eastern Bank
UNCHANGED42542500%$35.4K$36.1K+$6502026-10-05
Lanark Financial, Inc.
INCREASED420413+7+2%$34.4K$35.7K+$1.2K2026-10-26
Bayban
UNCHANGED41641600%$34.7K$34.7K$02026-11-05
Valley National Advisers Inc
UNCHANGED40040000%$33.3K$33.9K+$6122026-10-23
Nfsg Corp
INCREASED396140+256+183%$11.7K$33.6K+$21.9K2026-10-15
Gen-Wealth Partners Inc
NEW393—+393——$33.3K—2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED39139100%$32.6K$33.2K+$5982026-10-21
Ares Financial Consulting, LLC
INCREASED388294+94+32%$24.5K$32.9K+$8.4K2026-10-19
Creative Financial Designs Inc
INCREASED375373+2+1%$31.0K$31.8K+$7892026-11-04
Essential Partners LLC
UNCHANGED37437400%$31.2K$31.7K+$5722026-10-14
Nova Financial LLC
NEW372—+372——$31.6K—2026-11-04
Physician Wealth Advisors, Inc.
INCREASED369254+115+45%$21.2K$31.3K+$10.1K2026-10-20
Financial Perspectives, Inc
UNCHANGED36536500%$30.4K$31.0K+$5592026-11-03
Sterling Capital Management LLC
UNCHANGED34034000%$28.3K$28.8K+$5212026-10-22
Lodestone Wealth Management LLC
INCREASED326290+36+12%$24.2K$27.7K+$3.5K2026-10-14
Fairscale Capital, LLC
UNCHANGED32232200%$26.8K$25.5K-$1.3K2026-11-04
Bare Financial Services, Inc
INCREASED305263+42+16%$21.9K$25.9K+$4.0K2026-11-04
Berbice Capital Management LLC
UNCHANGED30030000%$25.0K$25.5K+$4592026-10-13
Boyd Watterson Asset Management LLC
UNCHANGED29729700%$24.7K$25.2K+$4542026-11-06
Ascentis Wealth Management, LLC
NEW292—+292——$24.8K—2026-11-03
Rothwell Investment Advisors, LLC
NEW288—+288——$24.5K—2026-11-06
Centerpoint Advisors, LLC
UNCHANGED27527500%$23.0K$23-$23.0K2026-11-05
Retirement Wealth Solutions LLC
DECREASED265270-5-2%$22.5K$22.5K-$112026-10-07
Signature Equity Partners, LLC
DECREASED254305-51-17%$25.4K$21.5K-$3.9K2026-10-29
Asset Dedication, LLC
DECREASED254265-11-4%$22.1K$21.6K-$5282026-11-03
Livelsberger Financial Advisory
NEW249—+249——$21.2K—2026-10-28
Elevation Wealth Partners, LLC
UNCHANGED24024000%$20.0K$20.4K+$3672026-10-07
Elyxium Wealth, LLC
NEW238—+238——$20.2K—2026-10-27
Coston, McIsaac & Partners
UNCHANGED23423400%$19$19.9K+$19.9K2026-11-06
Cape Investment Advisory, Inc.
INCREASED232227+5+2%$18.9K$19.7K+$7952026-10-13
Strengthening Families & Communities, LLC
INCREASED232231+1+0%$19.3K$19.7K+$4702026-10-21
Maseco LLP
UNCHANGED23223200%$19.3K$19.7K+$3622026-10-27
Burk Holdings LLC
INCREASED23182+149+182%$6.8K$19.6K+$12.8K2026-11-05
First Bancorp, Inc
UNCHANGED22522500%$18.7K$19.1K+$3442026-10-26
American National Bank & Trust
DECREASED212355-143-40%$29.6K$18.0K-$11.6K2026-10-07
Triumph Capital Management
INCREASED210208+2+1%$17.3K$17.8K+$4882026-10-14
UMB Private Wealth Management, LLC
NEW208—+208——$17.6K—2026-10-19
Rakuten Securities, Inc.
DECREASED203817-614-75%$68.1K$17.2K-$50.8K2026-11-02
Northstar Asset Management Co
UNCHANGED20020000%$16.7K$16.2K-$5802026-10-22
Beutel, Goodman & Co Ltd.
UNCHANGED20020000%$16$16$02026-11-04
Westside Investment Management, Inc.
UNCHANGED19719700%$16.4K$17.0K+$5432026-11-02
IFP Advisors, Inc
DECREASED1921,115-923-83%$92.9K$16.3K-$76.6K2026-10-16
Sawyer & Company, Inc
UNCHANGED19019000%$15.8K$16.1K+$2912026-10-21
Community Financial Services Group, LLC
NEW171—+171——$14.5K—2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED171167+4+2%$14.0K$15-$14.0K2026-11-04
North Star Investment Management Corp.
DECREASED166178-12-7%$14.8K$14.1K-$7462026-10-27
Main Street Group, LTD
UNCHANGED16416400%$13.7K$13.9K+$2512026-10-28
Breakwater Investment Management
UNCHANGED16016000%$13.3K$13.6K+$2452026-10-20
Armstrong Advisory Group, Inc
UNCHANGED16016000%$13.3K$13.6K+$2452026-10-09
Zions Bancorporation, National Association
DECREASED154172-18-10%$14.3K$13.1K-$1.3K2026-11-06
Markowski Investments
INCREASED154150+4+3%$12.5K$13.0K+$5252026-10-30
Community Bank, N.A.
UNCHANGED15015000%$12.5K$12.7K+$2302026-11-06
Golden State Wealth Management, LLC
INCREASED144143+1+1%$11.9K$12.2K+$2772026-11-02
Towne Trust Company, N.a
UNCHANGED14314300%$11.9K$12.1K+$2192026-10-28
American Capital Advisory, LLC
UNCHANGED14014000%$11.7K$11.9K+$2142026-10-28
Planning Strategies Inc.
NEW135—+135——$11.5K—2026-10-02
Arlington Trust Co LLC
UNCHANGED12512500%$10.4K$10.6K+$1912026-10-20
NBH Bank
INCREASED11970+49+70%$5.8K$10.1K+$4.3K2026-11-05
MV Capital Management, Inc.
DECREASED118124-6-5%$10.3K$10.0K-$3192026-10-29
Caitong International Asset Management Co., Ltd
DECREASED11520,245-20,130-99%$1.7M$9.8K-$1.7M2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED10210200%$8.5K$8.7K+$1562026-10-16
High Note Wealth, LLC
NEW100—+100——$8.5K—2026-10-27
DecisionPoint Financial, LLC
UNCHANGED10010000%$8.2K$8.5K+$2432026-10-27
Olistico Wealth, LLC
UNCHANGED10010000%$8.3K$8.5K+$1532026-10-05
Abound Wealth Management
DECREASED99107-8-7%$8.9K$8.4K-$5152026-10-26
Birchbrook, Inc.
UNCHANGED939300%$7.7K$7.9K+$1432026-10-14
Acumen Wealth Advisors, LLC
UNCHANGED909000%$7.5K$7.6K+$1382026-11-05
Avion Wealth
UNCHANGED898900%$7$7$02026-11-04
Laurel Wealth Advisors LLC
NEW88—+88——$7.5K—2026-10-27
Buck Wealth Strategies, LLC
INCREASED8281+1+1%$6.8K$7.0K+$2282026-10-28
Winch Advisory Services, LLC
INCREASED7876+2+3%$6.3K$6.6K+$2642026-11-06
Murphy & Mullick Capital Management Corp
INCREASED7271+1+1%$5.9K$6.1K+$1402026-11-02
Mcdonald Partners LLC
UNCHANGED707000%$5.8K$5.9K+$1072026-11-03
City Holding Co
UNCHANGED676700%$5.6K$5.7K+$1032026-10-19
Kozak & Associates, Inc.
UNCHANGED656500%$5.3K$5.3K$02026-10-29
Pittenger & Anderson Inc
NEW64—+64——$5.4K—2026-11-02
Fiduciary Advisors, Inc.
NEW54—+54——$4.6K—2026-10-16
Polaris Financial Partners
NEW53—+53——$5—2026-10-02
Harbor Investment Advisory, LLC
UNCHANGED525200%$4.3K$4.4K+$802026-10-13
Oakworth Capital, Inc.
UNCHANGED525200%$4.3K$4.4K+$802026-10-26
Hager Investment Management Services, LLC
UNCHANGED484800%$4.0K$4.1K+$732026-11-04
Jnba Financial Advisors
UNCHANGED484800%$4.0K$4.1K+$742026-11-03
Tounjian Advisory Partners, LLC
UNCHANGED454500%$3.7K$3.8K+$692026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED404000%$3.3K$3.4K+$612026-10-16
Elevated Capital Advisors, LLC
UNCHANGED393900%$3.2K$3.3K+$602026-11-04
IMG Wealth Management, Inc.
UNCHANGED393900%$3.2K$3.3K+$602026-10-27
Monetary Solutions, Ltd
INCREASED3826+12+46%$2.2K$3.2K+$1.1K2026-10-22
Albion Financial Group
NEW35—+35——$2.9K—2026-10-21
Key FInancial Inc
UNCHANGED353500%$2.9K$3.0K+$532026-11-02
Financial Network Wealth Advisors LLC
UNCHANGED313100%$2.6K$2.6K+$472026-10-28
Noble Wealth Management PBC
INCREASED2819+9+47%$1.6K$2.4K+$7932026-10-01
City State Bank
UNCHANGED252500%$2.1K$2.1K+$382026-10-20
Balance Wealth Partners LLC
NEW20—+20——$1.7K—2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED171700%$1.4K$1.4K+$262026-10-21
Mondrian Investment Partners LTD
NEW16—+16——$1.3K—2026-10-23
Toth Financial Advisory Corp
NEW15—+15——$1.3K—2026-10-08
Gilpin Wealth Management, LLC
NEW14—+14——$1.2K—2026-10-09
Nvest Wealth Strategies, Inc.
INCREASED147+7+100%$584$1.2K+$6042026-10-14
Trust Co
UNCHANGED121200%$1.0K$1.0K+$182026-10-09
Fortis Group Advisors, LLC
NEW10—+10——$848—2026-11-06
Addison Advisors LLC
NEW9—+9——$764—2026-11-06
Nemes Rush Group LLC
DECREASED958-49-84%$4.8K$764-$4.1K2026-11-04
WPG Advisers, LLC
UNCHANGED8800%$666$679+$132026-10-27
Godsey & Gibb, Inc
NEW7—+7——$594—2026-10-14
StrongBox Wealth, LLC
NEW5—+5——$424—2026-11-02
Mosley Wealth Management
UNCHANGED3300%$250$249-$12026-10-16
Optimist Retirement Group LLC
CLOSED038,145-38,145-100%$3.2M$0-$3.2M2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED036,092-36,092-100%$3.0M$0-$3.0M2026-10-16
Moody Lynn Lieberson & Walker, LLC
CLOSED017,723-17,723-100%$1.5M$0-$1.5M2026-10-14
Sigma Planning Corp
CLOSED015,836-15,836-100%$1.3M$0-$1.3M2026-10-23
Range Financial Group LLC
CLOSED09,829-9,829-100%$818.9K$0-$818.9K2026-10-21
Brookstone Capital Management
CLOSED05,162-5,162-100%$430.1K$0-$430.1K2026-10-22
Avestar Capital, LLC
CLOSED04,471-4,471-100%$372.5K$0-$372.5K2026-10-28
Carter Financial Group, Inc.
CLOSED03,897-3,897-100%$324.7K$0-$324.7K2026-10-21
Uhlmann Price Securities, LLC
CLOSED03,482-3,482-100%$290.1K$0-$290.1K2026-11-03
Lorne Steinberg Wealth Management Inc.
CLOSED03,339-3,339-100%$278.2K$0-$278.2K2026-10-23
Diversified Trust Co
CLOSED03,182-3,182-100%$265.1K$0-$265.1K2026-11-06
Oppenheimer Asset Management Inc.
CLOSED03,019-3,019-100%$251.5K$0-$251.5K2026-10-27
Greenwood Gearhart LLC
CLOSED03,000-3,000-100%$249.9K$0-$249.9K2026-11-02
CenterStar Asset Management, LLC
CLOSED03,000-3,000-100%$250.1K$0-$250.1K2026-10-09
Torrey Growth & Income Advisors
CLOSED02,830-2,830-100%$234.5K$0-$234.5K2026-11-04
J. Safra Sarasin Holding AG
CLOSED02,650-2,650-100%$220.8K$0-$220.8K2026-10-26
Sepio Capital, LP
CLOSED02,541-2,541-100%$211.7K$0-$211.7K2026-10-22
Seven Mile Advisory
CLOSED02,437-2,437-100%$203.0K$0-$203.0K2026-10-22
HBK Sorce Advisory LLC
CLOSED02,387-2,387-100%$213.4K$0-$213.4K2026-11-06
NBT Bank, N.A.
CLOSED01,709-1,709-100%$142.4K$0-$142.4K2026-10-21
Solstein Capital, LLC
CLOSED01,459-1,459-100%$121.5K$0-$121.5K2026-11-02
Axiom Investment Management LLC
CLOSED01,317-1,317-100%$109.7K$0-$109.7K2026-11-03
Vermillion Wealth Management, Inc.
CLOSED0932-932-100%$77.6K$0-$77.6K2026-10-26
Salem Investment Counselors Inc
CLOSED0755-755-100%$62.9K$0-$62.9K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0718-718-100%$59.8K$0-$59.8K2026-11-06
Stone House Investment Management, LLC
CLOSED0604-604-100%$50.3K$0-$50.3K2026-10-23
AdvisorNet Financial, Inc
CLOSED0500-500-100%$41.7K$0-$41.7K2026-10-15
Cornerstone Planning Group LLC
CLOSED0365-365-100%$30.9K$0-$30.9K2026-10-16
Robinswood Financial LLC
CLOSED0338-338-100%$28.2K$0-$28.2K2026-10-20
Atlatl Advisers LLC
CLOSED0205-205-100%$17.1K$0-$17.1K2026-10-22
Plante Moran Financial Advisors, LLC
CLOSED0125-125-100%$10.4K$0-$10.4K2026-11-04
Newton One Investments LLC
CLOSED0100-100-100%$8.3K$0-$8.3K2026-10-14
Nvwm, LLC
CLOSED0100-100-100%$8.3K$0-$8.3K2026-10-14
FNY Investment Advisers, LLC
CLOSED0100-100-100%$8$0-$82026-10-16
Whipplewood Advisors, LLC
CLOSED050-50-100%$4.2K$0-$4.2K2026-10-20
LifeSteps Financial, Inc.
CLOSED043-43-100%$3.6K$0-$3.6K2026-10-15
Halbert Hargrove Global Advisors, LLC
CLOSED018-18-100%$1.5K$0-$1.5K2026-10-16
Bayforest Capital Ltd
CLOSED016-16-100%$1.3K$0-$1.3K2026-11-03
Natixis
CLOSED01-1-100%$83$0-$832026-11-06
Compagnie Lombard Odier SCmA
CLOSED000—$0$0$02026-11-04
Goldman Sachs Group Inc
N/A—10,439,817-10,439,817-100%$869.7M———
Morgan Stanley
N/A—10,435,371-10,435,371-100%$869.4M———
FMR LLC
N/A—6,726,970-6,726,970-100%$560.4M———
Wellington Management Group LLP
N/A—3,524,310-3,524,310-100%$293.6M———
BlackRock, Inc.
N/A—3,449,549-3,449,549-100%$287.4M———
Price T Rowe Associates Inc
N/A—2,925,650-2,925,650-100%$243.7M———
Northern Trust Corp
N/A—2,389,343-2,389,343-100%$199.1M———
Bank of America Corp
N/A—2,359,119-2,359,119-100%$196.5M———
Neuberger Berman Group LLC
N/A—2,313,533-2,313,533-100%$192.7M———
Capital World Investors
N/A—2,133,461-2,133,461-100%$177.7M———
UBS Group AG
N/A—1,603,162-1,603,162-100%$133.6M———
American Century Companies Inc
N/A—1,589,573-1,589,573-100%$132.4M———
State Farm Mutual Automobile Insurance Co
N/A—1,348,932-1,348,932-100%$112.4M———
JPMorgan Chase & Co
N/A—1,321,629-1,321,629-100%$108.0M———
Royal Bank of Canada
N/A—1,292,335-1,292,335-100%$107.7M———
CIBC Bancorp USA Inc.
N/A—1,052,118-1,052,118-100%$87.7M———
Ameriprise Financial Inc
N/A—664,244-664,244-100%$55.3M———
Quantinno Capital Management LP
N/A—598,618-598,618-100%$49.9M———
Charles Schwab Investment Management Inc
N/A—543,760-543,760-100%$45.3M———
Main Street Research LLC
N/A—528,051-528,051-100%$44.0M———
Scotia Capital Inc.
N/A—518,568-518,568-100%$43.2M———
Bank of Montreal
N/A—508,813-508,813-100%$42.4M———
Rockefeller Capital Management L.P.
N/A—467,587-467,587-100%$39.0M———
Norges Bank
N/A—421,334-421,334-100%$35.1M———
Gabelli Funds LLC
N/A—408,500-408,500-100%$34.0M———
AQR Capital Management LLC
N/A—397,906-397,906-100%$33.1M———
Raymond James Financial Inc
N/A—397,669-397,669-100%$33.1M———
CIBC World Market Inc.
N/A—372,457-372,457-100%$31.0M———
Envestnet Asset Management Inc
N/A—325,110-325,110-100%$27.1M———
Wells Fargo & Company
N/A—323,491-323,491-100%$27.0M———
Franklin Resources Inc
N/A—312,072-312,072-100%$26.0M———
Caisse de Depot ET Placement DU Quebec
N/A—303,483-303,483-100%$25.3M———
O'shaughnessy Asset Management, LLC
N/A—298,700-298,700-100%$24.9M———
Van Eck Associates Corp
N/A—296,980-296,980-100%$24.7M———
Natixis Advisors, LLC
N/A—283,338-283,338-100%$23.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—261,513-261,513-100%$21.8M———
Foundations Investment Advisors, LLC
N/A—239,946-239,946-100%$20.0M———
TriCert Investment Counsel Inc.
N/A—234,828-234,828-100%$19.6M———
Citadel Advisors LLC
N/A—219,987-219,987-100%$18.3M———
Cetera Investment Advisers
N/A—215,955-215,955-100%$18.0M———
Tidal Investments LLC
N/A—204,473-204,473-100%$17.0M———
QRG Capital Management, Inc.
N/A—199,492-199,492-100%$16.6M———
HighTower Advisors, LLC
N/A—188,019-188,019-100%$15.7M———
Nuveen, LLC
N/A—184,501-184,501-100%$15.4M———
Waverly Advisors, LLC
N/A—180,690-180,690-100%$15.1M———
Stifel Financial Corp
N/A—180,029-180,029-100%$15.0M———
Tower Research Capital LLC (TRC)
N/A—168,452-168,452-100%$14.0M———
Walleye Trading LLC
N/A—156,562-156,562-100%$13.0M———
Deeter Investments LLP
N/A—154,100-154,100-100%$12.8M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—151,035-151,035-100%$12.6M———
NewEdge Wealth, LLC
N/A—137,477-137,477-100%$11.5M———
Earnest Partners LLC
N/A—132,787-132,787-100%$11.1M———
Oxbow Advisors, LLC
N/A—129,767-129,767-100%$10.8M———
Bearing Point Capital, LLC
N/A—129,143-129,143-100%$10.8M———
Mariner, LLC
N/A—128,577-128,577-100%$10.7M———
Cerity Partners LLC
N/A—125,942-125,942-100%$10.5M———
Greenline Partners, LLC
N/A—125,816-125,816-100%$10.5M———
Osaic Holdings, Inc.
N/A—123,237-123,237-100%$10.3M———
Mercer Global Advisors Inc
N/A—122,419-122,419-100%$10.2M———
Vanguard Personalized Indexing Management, LLC
N/A—120,913-120,913-100%$10.1M———
Hikari Tsushin, Inc.
N/A—119,021-119,021-100%$9.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—115,379-115,379-100%$9.6M———
Manufacturers Life Insurance Company, the
N/A—115,300-115,300-100%$9.6M———
Invesco Ltd.
N/A—111,912-111,912-100%$9.3M———
National Bank of Canada
N/A—108,232-108,232-100%$9.0M———
Westend Capital Management, LLC
N/A—107,037-107,037-100%$8.9M———
Manning & Napier Advisors LLC
N/A—100,283-100,283-100%$8.4M———
Hantz Financial Services, Inc.
N/A—99,654-99,654-100%$8.3M———
Callan Family Office, LLC
N/A—99,485-99,485-100%$8.3M———
Vident Advisory, LLC
N/A—95,284-95,284-100%$7.9M———
Amova Asset Management Americas, Inc.
N/A—94,751-94,751-100%$7.9M———
Shelter Mutual Insurance Co
N/A—94,680-94,680-100%$7.9M———
Barometer Capital Management Inc.
N/A—93,800-93,800-100%$7.8M———
Harding Loevner LP
N/A—85,095-85,095-100%$7.1M———
NewEdge Advisors, LLC
N/A—84,718-84,718-100%$7.1M———
SIH Partners, Lllp
N/A—83,643-83,643-100%$7.0M———
SEI Investments Co
N/A—80,996-80,996-100%$6.7M———
Palogic Value Management, L.P.
N/A—77,850-77,850-100%$6.5M———
Jones Financial Companies Lllp
N/A—75,229-75,229-100%$6.1M———
&partners
N/A—67,205-67,205-100%$5.6M———
Icon Advisers Inc
N/A—62,500-62,500-100%$5.2M———
Capital International, Inc.
N/A—58,573-58,573-100%$4.9M———
IEQ Capital, LLC
N/A—57,747-57,747-100%$4.8M———
Naviter Wealth, LLC
N/A—57,285-57,285-100%$4.8M———
First Trust Advisors LP
N/A—56,202-56,202-100%$4.7M———
Sequoia Financial Advisors, LLC
N/A—55,237-55,237-100%$4.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—53,612-53,612-100%$4.5M———
Pathstone Holdings, LLC
N/A—53,298-53,298-100%$4.4M———
Janney Montgomery Scott LLC
N/A—52,576-52,576-100%$4.4M———
Ingalls & Snyder LLC
N/A—50,549-50,549-100%$4.2M———
K.J. Harrison & Partners Inc
N/A—49,005-49,005-100%$4.1M———
SouthState Bank Corp
N/A—48,984-48,984-100%$4.1M———
Peapack Gladstone Financial Corp
N/A—48,180-48,180-100%$4.0M———
Syon Capital LLC
N/A—47,490-47,490-100%$4.0M———
Strategic Global Advisors, LLC
N/A—47,041-47,041-100%$3.9M———
Panagora Asset Management Inc
N/A—46,771-46,771-100%$3.9M———
Simmons Bank
N/A—45,094-45,094-100%$3.8M———
UBS Asset Management Americas LLC
N/A—42,491-42,491-100%$3.5M———
MML Investors Services, LLC
N/A—41,572-41,572-100%$3.5M———
XY Capital Ltd
N/A—41,449-41,449-100%$3.5M———
Caprock Group, LLC
N/A—41,298-41,298-100%$3.4M———
Baird Financial Group, Inc.
N/A—41,056-41,056-100%$3.4M———
Marex Group Ltd
N/A—40,967-40,967-100%$3.4M———
Horizon Investments, LLC
N/A—40,840-40,840-100%$12.4M———
HRT Financial LP
N/A—38,489-38,489-100%$3.2M———
Focus Partners Wealth
N/A—38,259-38,259-100%$3.2M———
BNP Paribas Financial Markets
N/A—37,869-37,869-100%$3.2M———
Jump Financial, LLC
N/A—36,877-36,877-100%$3.1M———
Northwestern Mutual Wealth Management Co
N/A—36,355-36,355-100%$3.0M———
Callahan Advisors, LLC
N/A—34,757-34,757-100%$2.9M———
WCG Wealth Advisors LLC
N/A—33,876-33,876-100%$2.8M———
Bluespring Wealth Management, LLC
N/A—33,313-33,313-100%$2.8M———
Advisors Asset Management, Inc.
N/A—33,274-33,274-100%$2.8M———
Rhumbline Advisers
N/A—32,863-32,863-100%$2.7M———
MidFirst Bank
N/A—32,124-32,124-100%$2.7M———
Captrust Financial Advisors
N/A—31,364-31,364-100%$2.6M———
Orion Porfolio Solutions, LLC
N/A—30,245-30,245-100%$2.5M———
Marco Investment Management LLC
N/A—28,789-28,789-100%$2.4M———
Tocqueville Asset Management L.P.
N/A—27,400-27,400-100%$2.3M———
Recurrent Investment Advisors LLC
N/A—27,262-27,262-100%$2.3M———
Summit Trail Advisors, LLC
N/A—26,368-26,368-100%$2.2M———
Walleye Capital LLC
N/A—26,210-26,210-100%$2.2M———
Bleakley Financial Group, LLC
N/A—25,407-25,407-100%$2.1M———
Polymer Capital Management (HK) LTD
N/A—24,400-24,400-100%$2.0M———
Stratos Wealth Partners, Ltd.
N/A—22,098-22,098-100%$1.8M———
Jane Street Group, LLC
N/A—21,661-21,661-100%$1.8M———
Arkadios Wealth Advisors
N/A—21,558-21,558-100%$1.8M———
MAI Capital Management
N/A—20,986-20,986-100%$1.7M———
VPR Management LLC
N/A—20,000-20,000-100%$1.7M———
Verition Fund Management LLC
N/A—20,000-20,000-100%$1.7M———
M&T Bank Corp
N/A—19,718-19,718-100%$1.6M———
Steward Partners Investment Advisory, LLC
N/A—19,499-19,499-100%$1.6M———
United Capital Financial Advisors, LLC
N/A—19,087-19,087-100%$1.6M———
Federation des caisses Desjardins du Quebec
N/A—18,533-18,533-100%$1.5M———
Chesapeake Capital Corp
N/A—18,512-18,512-100%$1.5M———
Arax Advisory Partners
N/A—18,445-18,445-100%$1.5M———
Cadence Wealth Management LLC
N/A—18,157-18,157-100%$1.5M———
Banco BTG Pactual S.A.
N/A—17,856-17,856-100%$1.5M———
Massar Capital Management, LP
N/A—17,795-17,795-100%$1.5M———
Raelipskie Partnership
N/A—17,527-17,527-100%$1.5M———
DF Dent & Co Inc
N/A—17,511-17,511-100%$1.5M———
Brown Advisory Inc
N/A—17,378-17,378-100%$1.4M———
Himension Capital (Singapore) Pte. Ltd.
N/A—17,224-17,224-100%$1.4M———
Smartleaf Asset Management LLC
N/A—17,047-17,047-100%$1.4M———
Checchi Capital Advisers, LLC
N/A—16,879-16,879-100%$1.4M———
Ballentine Partners, LLC
N/A—16,731-16,731-100%$1.4M———
Independent Advisor Alliance
N/A—16,585-16,585-100%$1.4M———
Fiduciary Trust Co
N/A—16,464-16,464-100%$1.4M———
Twin Tree Management, LP
N/A—16,126-16,126-100%$1.3M———
Beck Bode, LLC
N/A—15,570-15,570-100%$1.3M———
SIT Investment Associates Inc
N/A—15,420-15,420-100%$1.3M———
Northwest Bancshares, Inc.
N/A—14,827-14,827-100%$1.2M———
Sprott Inc.
N/A—14,707-14,707-100%$1.2M———
Insigneo Advisory Services, LLC
N/A—14,702-14,702-100%$1.2M———
Marshall Financial Group, LLC
N/A—14,342-14,342-100%$1.2M———
Dynasty Wealth Management, LLC
N/A—14,320-14,320-100%$1.2M———
Quinn Opportunity Partners LLC
N/A—14,300-14,300-100%$1.2M———
Centiva Capital, LP
N/A—14,218-14,218-100%$1.2M———
DRW Securities, LLC
N/A—14,184-14,184-100%$1.2M———
Argent Trust Co
N/A—14,177-14,177-100%$1.2M———
Berkeley Capital Partners, LLC
N/A—14,160-14,160-100%$1.2M———
Fairfield, Bush & Co.
N/A—13,964-13,964-100%$1.2M———
Sandler Capital Management
N/A—13,910-13,910-100%$1.2M———
WealthTrust Axiom LLC
N/A—13,678-13,678-100%$1.1M———
Glenmede Trust Co NA
N/A—13,450-13,450-100%$1.1M———
Kingsview Wealth Management, LLC
N/A—13,367-13,367-100%$1.1M———
Empowered Funds, LLC
N/A—13,291-13,291-100%$1.1M———
Aptus Capital Advisors, LLC
N/A—13,219-13,219-100%$1.1M———
Principal Securities, Inc.
N/A—13,203-13,203-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—13,148-13,148-100%$1.1M———
Venturi Wealth Management, LLC
N/A—13,113-13,113-100%$1.1M———
Sivia Capital Partners, LLC
N/A—12,852-12,852-100%$1.1M———
Hartford Funds Management Co LLC
N/A—12,712-12,712-100%$1.1M———
Inspire Advisors, LLC
N/A—12,096-12,096-100%$1.0M———
Atlas Capital Advisors Inc.
N/A—12,077-12,077-100%$1.0M———
Mutual Advisors, LLC
N/A—12,034-12,034-100%$1.0M———
Guggenheim Capital LLC
N/A—11,717-11,717-100%$976.1K———
Snowden Capital Advisors LLC
N/A—11,679-11,679-100%$973.0K———
Dorsey & Whitney Trust Co LLC
N/A—11,655-11,655-100%$971.0K———
Silvercrest Asset Management Group LLC
N/A—11,067-11,067-100%$922.0K———
Saturna Capital Corp
N/A—10,950-10,950-100%$922.0K———
HSBC Holdings PLC
N/A—10,889-10,889-100%$902.1K———
PCM Encore, LLC
N/A—10,773-10,773-100%$897.5K———
Susquehanna International Group, LLP
N/A—10,654-10,654-100%$887.6K———
IKE Capital, LLC
N/A—10,638-10,638-100%$886.3K———
JMN Financial LLC
N/A—10,382-10,382-100%$865.0K———
Beacon Pointe Advisors, LLC
N/A—10,201-10,201-100%$849.9K———
AE Wealth Management LLC
N/A—10,163-10,163-100%$846.7K———
Eaton Financial Holdings Company, LLC
N/A—9,993-9,993-100%$832.5K———
State Street Corp
N/A—9,914-9,914-100%$825.9K———
American Trust Investment Advisors, LLC
N/A—9,642-9,642-100%$803.3K———
Global Retirement Partners, LLC
N/A—9,619-9,619-100%$801.4K———
EP Wealth Advisors, LLC
N/A—9,386-9,386-100%$781.9K———
Frec Markets, Inc.
N/A—9,383-9,383-100%$781.7K———
First National Bank of Hutchinson
N/A—9,188-9,188-100%$765.5K———
Invictus Private Wealth, LLC
N/A—9,168-9,168-100%$763.8K———
RNC Capital Management LLC
N/A—9,167-9,167-100%$763.7K———
Pinnacle West Asset Management, Inc.
N/A—9,100-9,100-100%$758.0K———
Private Advisor Group, LLC
N/A—9,091-9,091-100%$757.3K———
Minot DeBlois Advisors LLC
N/A—8,943-8,943-100%$745.1K———
Blair William & Co
N/A—8,915-8,915-100%$742.7K———
Wexford Capital LP
N/A—8,850-8,850-100%$737.3K———
West Family Investments, Inc.
N/A—8,817-8,817-100%$734.5K———
Bollard Group LLC
N/A—8,676-8,676-100%$723.0K———
Mosaic Financial Group, LLC
N/A—8,308-8,308-100%$692.0K———
Intrust Bank NA
N/A—8,142-8,142-100%$678.3K———
Coldstream Capital Management Inc
N/A—8,047-8,047-100%$670.4K———
CoreCommodity Management, LLC
N/A—7,843-7,843-100%$653.4K———
Qtron Investments LLC
N/A—7,504-7,504-100%$625.2K———
New York State Common Retirement Fund
N/A—7,445-7,445-100%$620.2K———
Gotham Asset Management, LLC
N/A—7,396-7,396-100%$616.2K———
LaSalle St. Investment Advisors, LLC
N/A—7,261-7,261-100%$604.9K———
Choate Investment Advisors
N/A—7,246-7,246-100%$603.7K———
Pure Financial Advisors, LLC
N/A—7,126-7,126-100%$593.7K———
Schroder Investment Management Group
N/A—7,123-7,123-100%$582.2K———
Bridgewater Advisors Inc.
N/A—6,836-6,836-100%$570.8K———
Bank of Nova Scotia
N/A—6,808-6,808-100%$567.2K———
Credit Agricole S A
N/A—6,728-6,728-100%$560.5K———
Parallax Volatility Advisers, L.P.
N/A—6,615-6,615-100%$551.1K———
Graham Capital Management, L.P.
N/A—6,420-6,420-100%$534.9K———
Shelton Capital Management
N/A—6,377-6,377-100%$531.3K———
Belpointe Asset Management LLC
N/A—6,296-6,296-100%$524.5K———
Envestnet Portfolio Solutions, Inc.
N/A—6,283-6,283-100%$523.4K———
Comprehensive Money Management Services LLC
N/A—6,036-6,036-100%$502.9K———
Bridgefront Capital, LLC
N/A—6,032-6,032-100%$502.5K———
Rathbones Group PLC
N/A—6,016-6,016-100%$501.2K———
Hexagon Capital Partners LLC
N/A—5,936-5,936-100%$494.5K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—5,896-5,896-100%$487.7K———
Vestmark Advisory Solutions, Inc.
N/A—5,889-5,889-100%$490.6K———
IHT Wealth Management, LLC
N/A—5,754-5,754-100%$479.4K———
EFG International AG
N/A—5,701-5,701-100%$475.0K———
Denali Advisors LLC
N/A—5,698-5,698-100%$474.7K———
Squarepoint Ops LLC
N/A—5,696-5,696-100%$474.5K———
Millennium Management LLC
N/A—5,669-5,669-100%$472.3K———
Advisory Services Network, LLC
N/A—5,595-5,595-100%$466.1K———
Johnson Investment Counsel Inc
N/A—5,387-5,387-100%$448.8K———
Stamos Capital Partners, L.P.
N/A—5,349-5,349-100%$445.6K———
Keebeck Wealth Management
N/A—5,086-5,086-100%$423.7K———
Timber Creek Capital Management LLC
N/A—5,000-5,000-100%$416.6K———
Evolve Private Wealth, LLC
N/A—4,707-4,707-100%$392.2K———
New Vernon Capital Holdings II LLC
N/A—4,640-4,640-100%$386.6K———
Basecamp Wealth Advisors LLC
N/A—4,629-4,629-100%$385.6K———
Aspen Wealth Strategies, LLC
N/A—4,582-4,582-100%$381.7K———
Great Valley Advisor Group, Inc.
N/A—4,564-4,564-100%$380.5K———
1832 Asset Management L.P.
N/A—4,505-4,505-100%$375.3K———
Donaldson Capital Management, LLC
N/A—4,486-4,486-100%$373.7K———
Benjamin Edwards Inc
N/A—4,374-4,374-100%$364.4K———
Limestone Investment Advisors LP
N/A—4,364-4,364-100%$363.6K———
RWA Wealth Partners, LLC
N/A—4,350-4,350-100%$362.4K———
Fortress Private Ledger, LLC
N/A—4,304-4,304-100%$358.6K———
Sandy Cove Advisors, LLC
N/A—4,297-4,297-100%$358.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,295-4,295-100%$357.8K———
Douglass Winthrop Advisors, LLC
N/A—4,275-4,275-100%$356.2K———
Focus Partners Advisor Solutions, LLC
N/A—4,271-4,271-100%$355.8K———
New Republic Capital, LLC
N/A—4,268-4,268-100%$355.6K———
Essex Financial Services, Inc.
N/A—4,253-4,253-100%$354.4K———
Roberts Glore & Co Inc
N/A—4,175-4,175-100%$347.8K———
Knollwood Investment Advisory, LLC
N/A—4,150-4,150-100%$345.7K———
Pinnacle Financial Partners, Inc.
N/A—4,107-4,107-100%$342.2K———
Godshalk Welsh Capital Management, Inc.
N/A—4,050-4,050-100%$337.4K———
Savvy Advisors, Inc.
N/A—4,034-4,034-100%$336.0K———
Red Door Wealth Management, LLC
N/A—4,022-4,022-100%$335.0K———
Composition Wealth, LLC
N/A—3,970-3,970-100%$330.8K———
Freestone Capital Holdings, LLC
N/A—3,914-3,914-100%$326.1K———
Commerce Bank
N/A—3,868-3,868-100%$322.2K———
Fortis Capital Advisors, LLC
N/A—3,767-3,767-100%$313.8K———
Cary Street Partners Investment Advisory LLC
N/A—3,686-3,686-100%$307.1K———
Hurricane Capital Advisors LLC
N/A—3,620-3,620-100%$301.6K———
Prosperity Consulting Group, LLC
N/A—3,615-3,615-100%$301.2K———
CVA Family Office, LLC
N/A—3,600-3,600-100%$299.9K———
Two Sigma Investments, LP
N/A—3,544-3,544-100%$295.3K———
PFG Investments, LLC
N/A—3,543-3,543-100%$295.2K———
Bessemer Group Inc
N/A—3,519-3,519-100%$279.0K———
Alpine Woods Capital Investors, LLC
N/A—3,480-3,480-100%$289.9K———
Jackson Thornton Wealth Management, LLC
N/A—3,439-3,439-100%$286.5K———
Horizon Kinetics Asset Management LLC
N/A—3,231-3,231-100%$269.2K———
Quotient Wealth Partners, LLC
N/A—3,158-3,158-100%$263.1K———
Mayflower Financial Advisors, LLC
N/A—3,158-3,158-100%$263.1K———
AlTi Global, Inc.
N/A—3,135-3,135-100%$261.2K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—3,090-3,090-100%$257.4K———
TLS Advisors LLC
N/A—3,030-3,030-100%$252.4K———
Cozad Asset Management Inc
N/A—3,025-3,025-100%$252.0K———
Stonebrook Private Inc.
N/A—3,025-3,025-100%$252.0K———
Elequin Capital, LP
N/A—3,013-3,013-100%$251.0K———
Wealthspire Advisors, LLC
N/A—2,998-2,998-100%$249.8K———
SG Americas Securities, LLC
N/A—2,948-2,948-100%$246.0K———
Modern Wealth Management, LLC
N/A—2,943-2,943-100%$245.2K———
Range Advisory, LLC
N/A—2,931-2,931-100%$244.2K———
Icon Wealth Advisors, LLC
N/A—2,855-2,855-100%$237.9K———
Flatrock Wealth Partners LLC
N/A—2,794-2,794-100%$232.8K———
Gladstone Institutional Advisory LLC
N/A—2,779-2,779-100%$231.5K———
Nano Cap New Millennium Growth Fund L P
N/A—2,750-2,750-100%$229.1K———
Rexford Capital Inc
N/A—2,719-2,719-100%$226.5K———
Seeds Investor LLC
N/A—2,702-2,702-100%$225.1K———
Wealthspan Partners, LLC
N/A—2,683-2,683-100%$223.6K———
LRI Investments, LLC
N/A—2,607-2,607-100%$217.2K———
Corus Family Wealth Advisors
N/A—2,605-2,605-100%$217.1K———
Optas, LLC
N/A—2,603-2,603-100%$216.9K———
Drive Wealth Management, LLC
N/A—2,564-2,564-100%$213.6K———
First National Bank of Omaha
N/A—2,564-2,564-100%$209.6K———
Cresset Asset Management, LLC
N/A—2,555-2,555-100%$212.9K———
Nicolet Bankshares Inc
N/A—2,500-2,500-100%$208.3K———
National Philanthropic Trust
N/A—2,476-2,476-100%$206.3K———
OneDigital Investment Advisors LLC
N/A—2,473-2,473-100%$206.0K———
Jain Global LLC
N/A—2,450-2,450-100%$204.1K———
Flputnam Investment Management Co
N/A—2,439-2,439-100%$203.2K———
Capstone Investment Advisors, LLC
N/A—2,430-2,430-100%$202.4K———
Harbour Investments, Inc.
N/A—2,228-2,228-100%$185.6K———
Bartlett & Co. Wealth Management LLC
N/A—2,000-2,000-100%$166.6K———
Delta Asset Management LLC
N/A—1,733-1,733-100%$144.4K———
Rothschild Investment LLC
N/A—1,468-1,468-100%$122.3K———
Huntington National Bank
N/A—1,461-1,461-100%$121.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,366-1,366-100%$113.8K———
Bruce G. Allen Investments, LLC
N/A—1,154-1,154-100%$96.1K———
Ross\johnson & Associates LLC
N/A—1,070-1,070-100%$89.1K———
Cary Street Partners Financial LLC
N/A—1,019-1,019-100%$84.9K———
Corient IA LP
N/A—990-990-100%$82.5K———
Toronto Dominion Bank
N/A—970-970-100%$81.0K———
Brown Brothers Harriman & Co
N/A—929-929-100%$77.4K———
SHP Wealth Management
N/A—906-906-100%$75.4K———
Geneos Wealth Management Inc.
N/A—815-815-100%$67.9K———
HHM Wealth Advisors, LLC
N/A—790-790-100%$65.8K———
Dunhill Financial, LLC
N/A—699-699-100%$58.2K———
Pingora Partners LLC
N/A—689-689-100%$57.4K———
Allianz SE
N/A—600-600-100%$50.0K———
GW&K Investment Management, LLC
N/A—585-585-100%$49.0K———
Frazier Financial Advisors, LLC
N/A—500-500-100%$41.7K———
Ancora Advisors LLCA
N/A—480-480-100%$40.0K———
BFC Planning, Inc.
N/A—450-450-100%$37.5K———
Tiaa Wealth Investment Management LLC
N/A—444-444-100%$37.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—439-439-100%$36.6K———
Fiduciary Financial Advisors
N/A—424-424-100%$35.1K———
Avalon Trust Co
N/A—400-400-100%$33.3K———
Vanguard National Trust Co
N/A—361-361-100%$30.1K———
Ameriflex Group, Inc.
N/A—359-359-100%$29.9K———
Prosperity Bancshares Inc
N/A—356-356-100%$29.7K———
Alerus Financial NA
N/A—333-333-100%$27.7K———
Boreal Capital Management LLC
N/A—330-330-100%$27.5K———
Continuum Advisory, LLC
N/A—323-323-100%$26.9K———
Kilter Group LLC
N/A—318-318-100%$26.5K———
N.E.W. Advisory Services LLC
N/A—300-300-100%$25.0K———
Strategic Wealth Partners, Ltd.
N/A—296-296-100%$24.7K———
Atlantic Union Bankshares Corp
N/A—275-275-100%$22.9K———
Motco
N/A—265-265-100%$22.1K———
BOK Financial Private Wealth, Inc.
N/A—263-263-100%$21.9K———
Aberdeen Wealth Management LLC
N/A—250-250-100%$20.8K———
WealthCollab, LLC
N/A—234-234-100%$19.5K———
SOA Wealth Advisors, Llc.
N/A—225-225-100%$18.7K———
Cornerstone Financial Management LLC
N/A—213-213-100%$17.7K———
Basepoint Wealth LLC
N/A—211-211-100%$17.5K———
JPL Wealth Management, LLC
N/A—208-208-100%$17.3K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—200-200-100%$16.7K———
MRP Capital Investments, LLC
N/A—200-200-100%$16.7K———
ST Germain D J Co Inc
N/A—176-176-100%$14.7K———
Evelyn Partners Group Ltd
N/A—155-155-100%$12.9K———
Raffa Wealth Management, LLC
N/A—144-144-100%$12.0K———
Greykasell Wealth Strategies, Inc.
N/A—120-120-100%$10.0K———
Prestige Wealth Management Group LLC
N/A—100-100-100%$8.3K———
Transamerica Financial Advisors, LLC
N/A—94-94-100%$7.8K———
Rialto Wealth Management, LLC
N/A—91-91-100%$7.6K———
IMA Advisory Services, Inc.
N/A—90-90-100%$7.5K———
Caldwell Sutter Capital, Inc.
N/A—80-80-100%$6.7K———
Wellington-Altus USA Inc.
N/A—71-71-100%$5.2K———
Dogwood Wealth Management LLC
N/A—62-62-100%$5.2K———
Glen Eagle Advisors, LLC
N/A—58-58-100%$4.8K———
Nova Wealth Management, Inc.
N/A—53-53-100%$4.4K———
Westfuller Advisors, LLC
N/A—50-50-100%$4.2K———
Highland Investment Advisors LLC
N/A—45-45-100%$3.7K———
Bogart Wealth, LLC
N/A—41-41-100%$3.4K———
Smithfield Trust Co
N/A—40-40-100%$3———
Marshall Investment Management, LLC
N/A—37-37-100%$3.1K———
Meramec Financial Planners, LLC
N/A—32-32-100%$2.7K———
Quent Capital, LLC
N/A—28-28-100%$2.3K———
Swan Capital LLC
N/A—27-27-100%$2.2K———
Sittner & Nelson, LLC
N/A—25-25-100%$2.1K———
Capital Analysts, LLC
N/A—24-24-100%$2.0K———
Synergy Investment Management, LLC
N/A—20-20-100%$1.7K———
Mcguire Capital Advisors Inc
N/A—19-19-100%$1.6K———
PlanVest Financial, Inc
N/A—11-11-100%$878———
Kayne Anderson Rudnick Investment Management LLC
N/A—10-10-100%$915———
PIN OAK Investment Advisors Inc
N/A—10-10-100%$1———
Beaird Harris Wealth Management, LLC
N/A—6-6-100%$490———
Logan Capital Management Inc
N/A—1-1-100%$73———
SPX Gestao de Recursos Ltda
N/A—00—$0———
Erste Asset Management GmbH
N/A—00—$0———
Tiaa Trust, National Association
N/A—00—$0———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 889 of 889 institutions