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Boeing Co (BA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares18,232,517 from 17,976,472
Change+256,045 (+1%)
Value$3.4B (-$496.9M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares6,191,640 from 6,055,655
Change+135,985 (+2%)
Value$1.2B (-$158.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares3,388,053 from 3,454,348
Change-66,295 (-2%)
Value$630.3M (-$117.4M)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares2,438,905 from 2,492,058
Change-53,153 (-2%)
Value$453.8M (-$85.7M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,163,096 from 2,041,841
Change+121,255 (+6%)
Value$402.4M (-$39.6M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,809,812 from 1,851,978
Change-42,166 (-2%)
Value$336.7M (-$64.2M)
Filed 2026-10-29
Amundi
INCREASED
Shares1,774,816 from 1,222,827
Change+551,989 (+45%)
Value$330.2M (+$65.5M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares1,643,495 from 1,529,921
Change+113,574 (+7%)
Value$305.8M (-$25.4M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares1,537,219 from 1,388,186
Change+149,033 (+11%)
Value$286.0M (-$14.5M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares1,529,464 from 1,575,532
Change-46,068 (-3%)
Value$284.6M (-$56.5M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares1,408,096 from 1,406,306
Change+1,790 (+0%)
Value$262.0M (-$42.4M)
Filed 2026-11-06
Ninety One UK Ltd
DECREASED
Shares1,236,258 from 1,290,067
Change-53,809 (-4%)
Value$230.0M (-$49.3M)
Filed 2026-10-15
Principal Financial Group Inc
INCREASED
Shares1,231,095 from 1,148,848
Change+82,247 (+7%)
Value$229.0M (-$19.6M)
Filed 2026-11-02
Allen Investment Management, LLC
DECREASED
Shares847,130 from 936,436
Change-89,306 (-10%)
Value$157.6M (-$45.1M)
Filed 2026-11-03
Fort Washington Investment Advisors Inc
DECREASED
Shares754,510 from 755,368
Change-858 (0%)
Value$140.4M (-$23.1M)
Filed 2026-10-15
Aberdeen Group plc
INCREASED
Shares662,070 from 592,795
Change+69,275 (+12%)
Value$123.2M (-$5.1M)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares592,923 from 531,596
Change+61,327 (+12%)
Value$110.3M (-$4.8M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares561,062 from 575,590
Change-14,528 (-3%)
Value$104.4M (-$20.2M)
Filed 2026-10-22
Daiwa Securities Group Inc.
INCREASED
Shares538,274 from 215,783
Change+322,491 (+149%)
Value$100.1M (+$53.4M)
Filed 2026-10-29
Great Lakes Advisors, LLC
DECREASED
Shares519,682 from 523,914
Change-4,232 (-1%)
Value$96.7M (-$16.7M)
Filed 2026-11-06
Calamos Advisors LLC
INCREASED
Shares477,889 from 239,870
Change+238,019 (+99%)
Value$88.9M (+$37.0M)
Filed 2026-11-02
Sound Shore Management Inc
INCREASED
Shares449,760 from 407,058
Change+42,702 (+10%)
Value$83.7M (-$4.4M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares447,546 from 518,172
Change-70,626 (-14%)
Value$83.3M (-$28.9M)
Filed 2026-11-05
Douglas Lane & Associates, LLC
INCREASED
Shares431,882 from 426,171
Change+5,711 (+1%)
Value$80.4M (-$11.9M)
Filed 2026-10-09
Strs Ohio
DECREASED
Shares427,975 from 442,061
Change-14,086 (-3%)
Value$79.6M (-$16.1M)
Filed 2026-10-30
Imc-Chicago, LLC
INCREASED
Shares427,155 from 300,918
Change+126,237 (+42%)
Value$79.5M (+$14.3M)
Filed 2026-11-05
Asset Management One Co., Ltd.
DECREASED
Shares426,951 from 441,667
Change-14,716 (-3%)
Value$79.4M (-$16.2M)
Filed 2026-10-27
Sather Financial Group Inc
INCREASED
Shares399,121 from 344,659
Change+54,462 (+16%)
Value$74.3M (-$351.8K)
Filed 2026-10-30
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares396,765 from 361,814
Change+34,951 (+10%)
Value$73.8M (-$4.5M)
Filed 2026-10-29
Creative Planning
DECREASED
Shares392,024 from 429,686
Change-37,662 (-9%)
Value$72.9M (-$20.1M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares376,750 from 371,231
Change+5,519 (+1%)
Value$70.1M (-$10.3M)
Filed 2026-11-03
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares369,891 from 363,108
Change+6,783 (+2%)
Value$68.8M (-$9.8M)
Filed 2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares348,704 from 346,792
Change+1,912 (+1%)
Value$64.9M (-$10.2M)
Filed 2026-10-20
Staley Capital Advisers Inc
INCREASED
Shares343,011 from 337,329
Change+5,682 (+2%)
Value$63.8M (-$9.2M)
Filed 2026-11-06
Keybank National Association
INCREASED
Shares342,847 from 308,298
Change+34,549 (+11%)
Value$63.8M (-$3.0M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares340,260 from 337,899
Change+2,361 (+1%)
Value$53.9M (-$9.7M)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares338,687 from 348,765
Change-10,078 (-3%)
Value$63.0M (-$12.5M)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares321,609 from 336,877
Change-15,268 (-5%)
Value$59.8M (-$13.1M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares313,671 from 331,941
Change-18,270 (-5%)
Value$58.4M (-$13.5M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares288,641 from 305,072
Change-16,431 (-5%)
Value$53.7M (-$12.3M)
Filed 2026-11-02
Jefferies Financial Group Inc.
INCREASED
Shares267,408 from 11,462
Change+255,946 (+2233%)
Value$49.8M (+$47.3M)
Filed 2026-11-05
Glenview Trust Co
INCREASED
Shares260,056 from 257,809
Change+2,247 (+1%)
Value$48.4M (-$7.4M)
Filed 2026-10-28
ZWJ Investment Counsel Inc
INCREASED
Shares253,190 from 236,441
Change+16,749 (+7%)
Value$47.1M (-$4.1M)
Filed 2026-10-15
Russell Investments Group, Ltd.
DECREASED
Shares249,459 from 280,547
Change-31,088 (-11%)
Value$46.4M (-$14.3M)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED
Shares241,778 from 241,778
Change0 (0%)
Value$45.0M (-$7.4M)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares241,641 from 243,421
Change-1,780 (-1%)
Value$45.0M (-$7.7M)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares228,642 from 222,239
Change+6,403 (+3%)
Value$42.5M (-$5.6M)
Filed 2026-10-28
Czech National Bank
INCREASED
Shares227,092 from 224,381
Change+2,711 (+1%)
Value$42.3M (-$6.3M)
Filed 2026-10-13
ProShare Advisors LLC
DECREASED
Shares223,690 from 228,241
Change-4,551 (-2%)
Value$41.6M (-$7.8M)
Filed 2026-10-29
ARS Investment Partners, LLC
INCREASED
Shares222,158 from 196,583
Change+25,575 (+13%)
Value$41.3M (-$1.2M)
Filed 2026-11-05
Cacti Asset Management LLC
INCREASED
Shares214,530 from 214,426
Change+104 (+0%)
Value$40.3M (-$6.2M)
Filed 2026-10-01
CIBC Asset Management Inc
INCREASED
Shares212,212 from 203,975
Change+8,237 (+4%)
Value$39.5M (-$4.7M)
Filed 2026-11-05
Arizona State Retirement System
INCREASED
Shares208,683 from 207,154
Change+1,529 (+1%)
Value$38.8M (-$6.0M)
Filed 2026-11-03
Waycross Partners, LLC
INCREASED
Shares206,403 from 190,728
Change+15,675 (+8%)
Value$38.4M (-$2.9M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares198,596 from 201,796
Change-3,200 (-2%)
Value$36.9M (-$6.7M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares197,485 from 208,786
Change-11,301 (-5%)
Value$36.7M (-$8.5M)
Filed 2026-11-02
Regions Financial Corp
INCREASED
Shares195,777 from 189,264
Change+6,513 (+3%)
Value$36.4M (-$4.5M)
Filed 2026-11-05
Nykredit A/S
INCREASED
Shares195,469 from 188,345
Change+7,124 (+4%)
Value$36.4M (-$4.4M)
Filed 2026-11-06
NAN Fung Trinity (HK) Ltd
NEW
Shares190,700
Change+190,700
Value$35.5M
Filed 2026-11-06
Nisa Investment Advisors, LLC
INCREASED
Shares184,652 from 183,915
Change+737 (+0%)
Value$34.4M (-$5.5M)
Filed 2026-10-20
Xponance LLC
INCREASED
Shares177,555 from 169,008
Change+8,547 (+5%)
Value$33.0M (-$3.6M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED
Shares177,072 from 197,807
Change-20,735 (-10%)
Value$34.0M (-$9.2M)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares174,620 from 174,115
Change+505 (+0%)
Value$32.5M (-$5.2M)
Filed 2026-11-03
Retirement Systems of Alabama
INCREASED
Shares165,747 from 165,604
Change+143 (+0%)
Value$30.8M (-$5.0M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares159,237 from 152,915
Change+6,322 (+4%)
Value$29.6M (-$3.5M)
Filed 2026-11-02
Bank Pictet & Cie (Europe) AG
DECREASED
Shares155,670 from 156,470
Change-800 (-1%)
Value$29.0M (-$4.9M)
Filed 2026-10-20
Neos Investment Management LLC
INCREASED
Shares147,306 from 128,023
Change+19,283 (+15%)
Value$27.4M (-$306.9K)
Filed 2026-11-04
OFI Invest Asset Management
DECREASED
Shares146,939 from 150,936
Change-3,997 (-3%)
Value$24.1M (-$4.5M)
Filed 2026-11-06
Amalgamated Bank
DECREASED
Shares145,015 from 148,435
Change-3,420 (-2%)
Value$27.0M (-$5.2M)
Filed 2026-10-23
Gateway Investment Advisers LLC
DECREASED
Shares144,541 from 150,476
Change-5,935 (-4%)
Value$26.9M (-$5.7M)
Filed 2026-10-13
Swiss Life Asset Management Ltd
INCREASED
Shares140,374 from 62,193
Change+78,181 (+126%)
Value$26.1M (+$12.7M)
Filed 2026-11-03
Rakuten Investment Management, Inc.
INCREASED
Shares139,165 from 126,533
Change+12,632 (+10%)
Value$26.1M (-$1.0M)
Filed 2026-10-30
Absher Wealth Management, LLC
INCREASED
Shares129,920 from 125,545
Change+4,375 (+3%)
Value$24.2M (-$3.0M)
Filed 2026-11-02
Abner Herrman & Brock LLC
DECREASED
Shares128,317 from 130,043
Change-1,726 (-1%)
Value$23.9M (-$4.3M)
Filed 2026-10-20
Americana Partners, LLC
DECREASED
Shares125,023 from 164,440
Change-39,417 (-24%)
Value$23.3M (-$12.3M)
Filed 2026-10-28
Cullen T Bankers, Inc.
DECREASED
Shares124,933 from 126,662
Change-1,729 (-1%)
Value$23.2M (-$4.2M)
Filed 2026-10-28
Kimelman & Baird, LLC
INCREASED
Shares119,720 from 117,706
Change+2,014 (+2%)
Value$22.3M (-$3.2M)
Filed 2026-11-03
Henshaw Capital LLC
DECREASED
Shares118,227 from 118,228
Change-1 (0%)
Value$22.0M (-$3.6M)
Filed 2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares117,028 from 131,149
Change-14,121 (-11%)
Value$21.8M (-$6.6M)
Filed 2026-10-19
DDD Partners, LLC
INCREASED
Shares114,543 from 82,623
Change+31,920 (+39%)
Value$21.3M (+$3.4M)
Filed 2026-11-02
New York Life Investment Management LLC
INCREASED
Shares109,853 from 109,754
Change+99 (+0%)
Value$20.4M (-$3.3M)
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares103,142 from 111,114
Change-7,972 (-7%)
Value$19.2M (-$4.9M)
Filed 2026-11-02
Heritage Investors Management Corp
DECREASED
Shares102,646 from 105,903
Change-3,257 (-3%)
Value$19.1M (-$3.8M)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares102,089 from 96,461
Change+5,628 (+6%)
Value$19.7M (-$1.4M)
Filed 2026-10-16
Davidson Investment Advisors
DECREASED
Shares101,719 from 102,283
Change-564 (-1%)
Value$18.9M (-$3.2M)
Filed 2026-10-20
Oregon Public Employees Retirement Fund
INCREASED
Shares97,135 from 97,009
Change+126 (+0%)
Value$18.1M (-$2.9M)
Filed 2026-10-30
UniSuper Management Pty Ltd
INCREASED
Shares96,861 from 85,161
Change+11,700 (+14%)
Value$18.0M (-$413.8K)
Filed 2026-10-26
DekaBank Deutsche Girozentrale
NEW
Shares93,830
Change+93,830
Value$17.7K
Filed 2026-10-27
Davenport & Co LLC
INCREASED
Shares93,752 from 91,965
Change+1,787 (+2%)
Value$17.4M (-$2.5M)
Filed 2026-10-14
Grandfield & Dodd, LLC
INCREASED
Shares93,327 from 71,312
Change+22,015 (+31%)
Value$17.4M (+$1.9M)
Filed 2026-10-29
Eagle Global Advisors LLC
DECREASED
Shares91,634 from 95,447
Change-3,813 (-4%)
Value$17.0M (-$3.6M)
Filed 2026-11-02
F&V Capital Management, LLC
INCREASED
Shares91,055 from 88,185
Change+2,870 (+3%)
Value$16.9M (-$2.1M)
Filed 2026-10-19
KBC Group NV
INCREASED
Shares89,671 from 87,162
Change+2,509 (+3%)
Value$16.7M (-$2.2M)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares85,451 from 85,950
Change-499 (-1%)
Value$15.9M (-$2.7M)
Filed 2026-10-23
General American Investors Co Inc
UNCHANGED
Shares84,154 from 84,154
Change0 (0%)
Value$15.7M (-$2.6M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares81,436 from 75,494
Change+5,942 (+8%)
Value$15.2M (-$1.2M)
Filed 2026-10-15
U S Global Investors Inc
INCREASED
Shares79,260 from 74,907
Change+4,353 (+6%)
Value$14.7M (-$1.5M)
Filed 2026-10-22
Franklin Street Advisors Inc
DECREASED
Shares78,184 from 89,084
Change-10,900 (-12%)
Value$14.5M (-$4.7M)
Filed 2026-10-13
IFM Investors Pty Ltd
DECREASED
Shares77,894 from 79,295
Change-1,401 (-2%)
Value$14.5M (-$2.7M)
Filed 2026-10-14
State of Alaska, Department of Revenue
DECREASED
Shares76,300 from 80,040
Change-3,740 (-5%)
Value$14.2M (-$3.1M)
Filed 2026-10-15
CMH Wealth Management LLC
INCREASED
Shares74,324 from 71,558
Change+2,766 (+4%)
Value$13.8M (-$1.7M)
Filed 2026-10-22
Oppenheimer Asset Management Inc.
DECREASED
Shares73,876 from 77,047
Change-3,171 (-4%)
Value$13.7M (-$2.9M)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares72,277 from 81,114
Change-8,837 (-11%)
Value$13.4M (-$4.1M)
Filed 2026-10-15
Factory Mutual Insurance Co
DECREASED
Shares70,150 from 70,400
Change-250 (0%)
Value$13.1M (-$2.2M)
Filed 2026-10-30
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED
Shares70,000 from 70,000
Change0 (0%)
Value$13.0M (-$2.1M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares69,644 from 65,242
Change+4,402 (+7%)
Value$13.0M (-$1.2M)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares68,024 from 70,917
Change-2,893 (-4%)
Value$12.7M (-$2.7M)
Filed 2026-10-26
Granite Investment Partners, LLC
INCREASED
Shares67,790 from 64,342
Change+3,448 (+5%)
Value$12.6M (-$1.3M)
Filed 2026-11-04
Yousif Capital Management, LLC
DECREASED
Shares66,326 from 66,575
Change-249 (0%)
Value$12.3M (-$2.1M)
Filed 2026-10-22
Foster Victor Wealth Advisors, LLC
INCREASED
Shares65,605 from 57,350
Change+8,255 (+14%)
Value$12.6M (+$106.9K)
Filed 2026-10-21
Channing Capital Management, LLC
INCREASED
Shares64,810 from 47,186
Change+17,624 (+37%)
Value$12.1M (+$1.8M)
Filed 2026-11-02
Dilation Capital Management LP
DECREASED
Shares64,616 from 125,077
Change-60,461 (-48%)
Value$12.0M (-$15.1M)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares63,787 from 61,259
Change+2,528 (+4%)
Value$11.9M (-$1.4M)
Filed 2026-11-06
Third View Private Wealth, LLC
DECREASED
Shares63,291 from 64,580
Change-1,289 (-2%)
Value$11.8M (-$2.2M)
Filed 2026-10-30
Lavelle Capital LP
INCREASED
Shares63,160 from 2,330
Change+60,830 (+2611%)
Value$11.8M (+$11.2M)
Filed 2026-11-03
Calamos Wealth Management LLC
DECREASED
Shares62,120 from 96,182
Change-34,062 (-35%)
Value$11.6M (-$9.3M)
Filed 2026-11-02
Natixis
DECREASED
Shares60,817 from 107,748
Change-46,931 (-44%)
Value$11.3M (-$12.0M)
Filed 2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares59,940 from 74,594
Change-14,654 (-20%)
Value$11.2M (-$5.0M)
Filed 2026-10-22
Ninety One SA (PTY) Ltd
DECREASED
Shares59,388 from 59,411
Change-23 (0%)
Value$11.1M (-$1.7M)
Filed 2026-10-15
Lido Advisors, LLC
DECREASED
Shares59,382 from 60,199
Change-817 (-1%)
Value$11.0M (-$2.0M)
Filed 2026-11-04
iA Global Asset Management Inc.
DECREASED
Shares59,230 from 62,200
Change-2,970 (-5%)
Value$11.0M (-$2.4M)
Filed 2026-10-29
First American Bank
INCREASED
Shares58,756 from 57,977
Change+779 (+1%)
Value$10.9M (-$1.6M)
Filed 2026-10-27
CMG Global Holdings, LLC
INCREASED
Shares58,573 from 58,368
Change+205 (+0%)
Value$10.9M (-$1.7M)
Filed 2026-10-14
Compass Capital Management, Inc
INCREASED
Shares58,149 from 55,384
Change+2,765 (+5%)
Value$10.8M (-$1.2M)
Filed 2026-11-06
Pinnacle Associates LTD
INCREASED
Shares57,623 from 56,398
Change+1,225 (+2%)
Value$10.7M (-$1.5M)
Filed 2026-10-20
North Point Portfolio Managers Corp
DECREASED
Shares57,119 from 58,192
Change-1,073 (-2%)
Value$10.6M (-$2.0M)
Filed 2026-10-07
Vestor Capital, LLC
INCREASED
Shares56,647 from 235
Change+56,412 (+24005%)
Value$8.1K (+$7.9K)
Filed 2026-11-04
Allied Investment Advisors, LLC
INCREASED
Shares56,317 from 50,917
Change+5,400 (+11%)
Value$10.5M (-$544.2K)
Filed 2026-10-13
Talbot Financial, LLC
INCREASED
Shares54,533 from 960
Change+53,573 (+5581%)
Value$10.1M (+$9.9M)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares54,254 from 54,781
Change-527 (-1%)
Value$10.1M (-$1.8M)
Filed 2026-10-22
Xcel Wealth Management, LLC
INCREASED
Shares53,957 from 53,394
Change+563 (+1%)
Value$10.0M (-$1.5M)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED
Shares53,209 from 51,686
Change+1,523 (+3%)
Value$10.0M (-$1.5M)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares51,687 from 52,338
Change-651 (-1%)
Value$9.6M (-$1.7M)
Filed 2026-11-05
Highland Capital Management, LLC
DECREASED
Shares51,098 from 51,296
Change-198 (0%)
Value$9.5M (-$1.6M)
Filed 2026-10-26
AIA Group Ltd
INCREASED
Shares50,902 from 37,431
Change+13,471 (+36%)
Value$9.5M (+$1.4M)
Filed 2026-10-30
Yarbrough Capital, LLC
DECREASED
Shares49,848 from 77,481
Change-27,633 (-36%)
Value$9.3M (-$7.5M)
Filed 2026-10-19
ABN Amro Investment Solutions
INCREASED
Shares48,846 from 40,039
Change+8,807 (+22%)
Value$9.1M (+$420.6K)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares48,154 from 42,666
Change+5,488 (+13%)
Value$10.4M (+$1.2M)
Filed 2026-11-06
OAK Family Advisors, LLC
DECREASED
Shares47,901 from 52,667
Change-4,766 (-9%)
Value$8.9M (-$2.5M)
Filed 2026-10-19
Strong Tower Advisory Services
INCREASED
Shares46,622 from 46,013
Change+609 (+1%)
Value$8.7M (-$1.3M)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares46,602 from 30,040
Change+16,562 (+55%)
Value$8.7M (+$2.1M)
Filed 2026-11-06
Maryland State Retirement & Pension System
INCREASED
Shares46,415 from 40,688
Change+5,727 (+14%)
Value$8.6M (-$172.2K)
Filed 2026-11-05
Strategic Wealth Investment Group, LLC
DECREASED
Shares45,667 from 46,178
Change-511 (-1%)
Value$8.5M (-$1.5M)
Filed 2026-10-29
Merit Financial Group, LLC
DECREASED
Shares45,422 from 52,417
Change-6,995 (-13%)
Value$8.5M (-$2.9M)
Filed 2026-11-06
McAlister, Sweet & Associates, Inc.
INCREASED
Shares45,420 from 28,889
Change+16,531 (+57%)
Value$8.5M (+$2.2M)
Filed 2026-10-07
Welch Financial Planning, LLC
DECREASED
Shares45,182 from 58,924
Change-13,742 (-23%)
Value$8.4M (-$4.3M)
Filed 2026-11-06
Verde Servicos Internacionais S.A.
INCREASED
Shares44,899 from 41,881
Change+3,018 (+7%)
Value$8.4M (-$713.0K)
Filed 2026-10-26
Jacobs & Co
DECREASED
Shares44,376 from 44,915
Change-539 (-1%)
Value$8.3M (-$1.5M)
Filed 2026-10-09
Certuity, LLC
DECREASED
Shares44,313 from 44,320
Change-7 (0%)
Value$8.3M (-$1.3M)
Filed 2026-11-02
Hartford Investment Management Co
DECREASED
Shares42,294 from 43,586
Change-1,292 (-3%)
Value$7.9M (-$1.6M)
Filed 2026-11-04
Levin Capital Strategies, L.P.
DECREASED
Shares41,952 from 55,514
Change-13,562 (-24%)
Value$7.8M (-$4.2M)
Filed 2026-11-02
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares41,698 from 36,875
Change+4,823 (+13%)
Value$7.8M (-$224.4K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares40,815 from 34,499
Change+6,316 (+18%)
Value$7.6M (+$126.9K)
Filed 2026-10-08
Beacon Investment Advisory Services, Inc.
DECREASED
Shares40,604 from 41,711
Change-1,107 (-3%)
Value$7.6M (-$1.5M)
Filed 2026-10-13
FNY Investment Advisers, LLC
INCREASED
Shares40,308 from 13,132
Change+27,176 (+207%)
Value$7.5M (+$4.7M)
Filed 2026-10-16
Old North State Wealth Management, LLC
INCREASED
Shares39,882 from 37,790
Change+2,092 (+6%)
Value$7.4M (-$760.4K)
Filed 2026-10-22
Clifford Swan Investment Counsel LLC
DECREASED
Shares39,136 from 39,396
Change-260 (-1%)
Value$7.3M (-$1.2M)
Filed 2026-11-05
New Mexico Educational Retirement Board
UNCHANGED
Shares39,095 from 39,095
Change0 (0%)
Value$7.3M (-$1.2M)
Filed 2026-11-05
Tritonpoint Wealth, LLC
DECREASED
Shares39,001 from 40,627
Change-1,626 (-4%)
Value$7.3M (-$1.5M)
Filed 2026-10-19
Louisiana State Employees Retirement System
DECREASED
Shares38,900 from 40,300
Change-1,400 (-3%)
Value$7.2M (-$1.5M)
Filed 2026-10-20
WealthBridge Investment Counsel Inc.
INCREASED
Shares38,899 from 38,199
Change+700 (+2%)
Value$7.2M (-$1.0M)
Filed 2026-10-13
Patten & Patten Inc
INCREASED
Shares38,579 from 38,472
Change+107 (+0%)
Value$7.2M (-$1.2M)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares38,107 from 37,011
Change+1,096 (+3%)
Value$7.1M (-$922.0K)
Filed 2026-11-05
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares37,700 from 37,700
Change0 (0%)
Value$7.0M (-$1.1M)
Filed 2026-10-21
Live Oak Private Wealth LLC
INCREASED
Shares37,401 from 36,831
Change+570 (+2%)
Value$7.0M (-$1.0M)
Filed 2026-11-02
Lazari Capital Management, Inc.
INCREASED
Shares37,225 from 35,306
Change+1,919 (+5%)
Value$6.9M (-$717.0K)
Filed 2026-10-20
RPG Investment Advisory, LLC
DECREASED
Shares36,914 from 64,760
Change-27,846 (-43%)
Value$6.9M (-$7.2M)
Filed 2026-10-21
Fagan Associates, Inc.
DECREASED
Shares36,791 from 36,953
Change-162 (0%)
Value$6.8M (-$1.2M)
Filed 2026-10-13
Next Level Private LLC
INCREASED
Shares36,175 from 35,614
Change+561 (+2%)
Value$6.7M (-$979.0K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares35,950 from 34,945
Change+1,005 (+3%)
Value$6.7M (-$874.6K)
Filed 2026-10-28
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares35,707 from 35,353
Change+354 (+1%)
Value$6.6M (-$1.0M)
Filed 2026-11-03
Capital Planning LLC
INCREASED
Shares35,689 from 35,106
Change+583 (+2%)
Value$6.6M (-$959.5K)
Filed 2026-10-09
Kwmg, LLC
INCREASED
Shares35,603 from 34,669
Change+934 (+3%)
Value$6.6M (-$880.9K)
Filed 2026-10-07
Themes Management Co LLC
INCREASED
Shares35,111 from 33,729
Change+1,382 (+4%)
Value$6.5M (-$768.9K)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares34,946 from 35,039
Change-93 (0%)
Value$5.9M (-$1.7M)
Filed 2026-11-05
Fiera Capital Corp
INCREASED
Shares34,109 from 30,267
Change+3,842 (+13%)
Value$6.3M (-$205.9K)
Filed 2026-11-06
Mengis Capital Management, Inc.
INCREASED
Shares33,515 from 30,200
Change+3,315 (+11%)
Value$6.2M (-$301.9K)
Filed 2026-10-13
Sterling Capital Management LLC
DECREASED
Shares33,478 from 36,827
Change-3,349 (-9%)
Value$6.2M (-$1.7M)
Filed 2026-10-22
Oak Thistle LLC
DECREASED
Shares33,153 from 42,665
Change-9,512 (-22%)
Value$6.2M (-$3.1M)
Filed 2026-10-21
Independent Financial Group, LLC
DECREASED
Shares32,915 from 35,022
Change-2,107 (-6%)
Value$6.1M (-$1.5M)
Filed 2026-10-13
Central Trust Co
DECREASED
Shares32,908 from 34,900
Change-1,992 (-6%)
Value$6.1M (-$1.4M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares32,449 from 31,889
Change+560 (+2%)
Value$6.0M (-$865.9K)
Filed 2026-10-20
Cane Capital Partners, LLC
DECREASED
Shares32,374 from 32,708
Change-334 (-1%)
Value$6.0M (-$1.1M)
Filed 2026-10-23
Clearstead Advisors, LLC
DECREASED
Shares32,093 from 32,668
Change-575 (-2%)
Value$6.0M (-$1.1M)
Filed 2026-11-06
Retirement Planning Group, LLC
INCREASED
Shares31,951 from 2,574
Change+29,377 (+1141%)
Value$491.4K (-$65.9K)
Filed 2026-10-19
Compagnie Lombard Odier SCmA
INCREASED
Shares31,828 from 31,528
Change+300 (+1%)
Value$5.9M (-$903.3K)
Filed 2026-11-04
Gibbs Wealth Management
INCREASED
Shares31,745 from 27,782
Change+3,963 (+14%)
Value$5.9M (-$107.9K)
Filed 2026-10-22
Brighton Jones LLC
DECREASED
Shares31,535 from 36,680
Change-5,145 (-14%)
Value$5.9M (-$2.1M)
Filed 2026-11-03
Roffman Miller Associates Inc
DECREASED
Shares31,531 from 32,850
Change-1,319 (-4%)
Value$5.9M (-$1.2M)
Filed 2026-10-19
Inspire Trust Co, N.A.
INCREASED
Shares31,500 from 25,500
Change+6,000 (+24%)
Value$5.9M (+$340.6K)
Filed 2026-11-05
Vise Technologies, Inc.
NEW
Shares31,400
Change+31,400
Value$5.8M
Filed 2026-10-29
Sowell Financial Services LLC
DECREASED
Shares31,315 from 32,447
Change-1,132 (-3%)
Value$5.8M (-$1.2M)
Filed 2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares31,255 from 28,706
Change+2,549 (+9%)
Value$5.8M (-$399.0K)
Filed 2026-10-13
Meyer Handelman Co
DECREASED
Shares30,911 from 33,211
Change-2,300 (-7%)
Value$5.8M (-$1.4M)
Filed 2026-10-28
Sepio Capital, LP
DECREASED
Shares30,866 from 36,461
Change-5,595 (-15%)
Value$5.7M (-$2.1M)
Filed 2026-10-22
Integrity Wealth Advisors, Inc.
NEW
Shares30,332
Change+30,332
Value$5.6M
Filed 2026-10-29
Tokio Marine Asset Management Co LTD
INCREASED
Shares30,099 from 29,146
Change+953 (+3%)
Value$5.6M (-$709.3K)
Filed 2026-10-26
Leonteq Securities AG
DECREASED
Shares29,903 from 32,545
Change-2,642 (-8%)
Value$5.6M (-$1.5M)
Filed 2026-10-29
Independent Investors Inc
UNCHANGED
Shares29,457 from 29,457
Change0 (0%)
Value$5.5M (-$896.1K)
Filed 2026-10-30
Prospera Financial Services Inc
DECREASED
Shares29,249 from 32,510
Change-3,261 (-10%)
Value$5.0M (-$2.0M)
Filed 2026-11-04
Nations Financial Group Inc,
DECREASED
Shares29,137 from 29,676
Change-539 (-2%)
Value$5.4M (-$1.0M)
Filed 2026-11-05
Econ Financial Services Corp
INCREASED
Shares29,084 from 22,562
Change+6,522 (+29%)
Value$5.4M (+$527.1K)
Filed 2026-10-19
EagleClaw Capital Managment, LLC
DECREASED
Shares28,767 from 29,705
Change-938 (-3%)
Value$5.4M (-$1.1M)
Filed 2026-11-06
LEE Danner & Bass Inc
INCREASED
Shares28,696 from 27,946
Change+750 (+3%)
Value$5.3M (-$710.6K)
Filed 2026-10-27
HUB Investment Partners, LLC
DECREASED
Shares28,480 from 28,739
Change-259 (-1%)
Value$5.3M (-$922.4K)
Filed 2026-11-03
Stanley-Laman Group, Ltd.
DECREASED
Shares28,423 from 29,083
Change-660 (-2%)
Value$5.3M (-$1.0M)
Filed 2026-10-20
Thompson Investment Management, Inc.
UNCHANGED
Shares28,236 from 28,236
Change0 (0%)
Value$5.3M (-$858.9K)
Filed 2026-10-14
Soltis Investment Advisors LLC
DECREASED
Shares28,179 from 28,351
Change-172 (-1%)
Value$5.2M (-$894.5K)
Filed 2026-10-28
Codex Capital Asset Management L.L.C.
DECREASED
Shares28,000 from 29,000
Change-1,000 (-3%)
Value$5.2M (-$1.1M)
Filed 2026-10-30
Titleist Asset Management, LLC
INCREASED
Shares27,859 from 26,950
Change+909 (+3%)
Value$5.2M (-$650.1K)
Filed 2026-10-08
Sigma Planning Corp
DECREASED
Shares27,762 from 28,101
Change-339 (-1%)
Value$5.2M (-$917.5K)
Filed 2026-10-23
Hedges Asset Management LLC
UNCHANGED
Shares27,600 from 27,600
Change0 (0%)
Value$5.1M (-$839.6K)
Filed 2026-10-29
Ascent Group, LLC
INCREASED
Shares27,547 from 27,020
Change+527 (+2%)
Value$5.1M (-$723.9K)
Filed 2026-10-30
Leelyn Smith, LLC
INCREASED
Shares27,481 from 26,938
Change+543 (+2%)
Value$5.1M (-$718.3K)
Filed 2026-11-03
Nilsine Partners, LLC
INCREASED
Shares27,443 from 25,997
Change+1,446 (+6%)
Value$5.1M (-$521.8K)
Filed 2026-11-02
Lipe & Dalton
UNCHANGED
Shares27,116 from 27,116
Change0 (0%)
Value$5.0M (-$825.0K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
DECREASED
Shares26,970 from 34,930
Change-7,960 (-23%)
Value$5.0M (-$2.5M)
Filed 2026-10-13
Victrix Investment Advisors
INCREASED
Shares26,777 from 25,452
Change+1,325 (+5%)
Value$5.0M (-$527.7K)
Filed 2026-10-13
Citizens Financial Group Inc
DECREASED
Shares26,763 from 27,263
Change-500 (-2%)
Value$5.0M (-$922.4K)
Filed 2026-10-23
Apollon Wealth Management, LLC
DECREASED
Shares26,643 from 27,505
Change-862 (-3%)
Value$5.0M (-$997.1K)
Filed 2026-10-23
Bouvel Investment Partners, LLC
DECREASED
Shares26,411 from 26,842
Change-431 (-2%)
Value$4.9M (-$896.7K)
Filed 2026-10-13
TritonPoint Partners, LLC
DECREASED
Shares26,197 from 45,289
Change-19,092 (-42%)
Value$4.9M (-$4.9M)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares25,976 from 28,828
Change-2,852 (-10%)
Value$4.8M (-$1.4M)
Filed 2026-10-08
Builder Investment Group Inc
INCREASED
Shares25,593 from 23,010
Change+2,583 (+11%)
Value$4.8M (-$219.4K)
Filed 2026-10-22
Aviance Capital Partners, LLC
DECREASED
Shares25,556 from 26,229
Change-673 (-3%)
Value$4.8M (-$923.0K)
Filed 2026-10-29
HB Wealth Management, LLC
DECREASED
Shares25,553 from 30,472
Change-4,919 (-16%)
Value$4.8M (-$1.8M)
Filed 2026-10-23
Vest Financial, LLC
DECREASED
Shares25,479 from 25,769
Change-290 (-1%)
Value$4.7M (-$837.9K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares25,464 from 25,316
Change+148 (+1%)
Value$4.7M (-$742.6K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares25,408 from 26,050
Change-642 (-2%)
Value$4.7M (-$912.0K)
Filed 2026-10-26
Jamison Private Wealth Management, Inc.
INCREASED
Shares24,920 from 23,901
Change+1,019 (+4%)
Value$4.6M (-$537.4K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares24,621 from 18,535
Change+6,086 (+33%)
Value$4.6M (+$569.7K)
Filed 2026-11-05
Moors & Cabot, Inc.
DECREASED
Shares24,415 from 24,886
Change-471 (-2%)
Value$4.5M (-$844.6K)
Filed 2026-11-06
Portside Wealth Group, LLC
DECREASED
Shares24,116 from 25,773
Change-1,657 (-6%)
Value$4.5M (-$1.1M)
Filed 2026-10-20
Venture Visionary Partners LLC
INCREASED
Shares23,850 from 23,126
Change+724 (+3%)
Value$4.4M (-$568.8K)
Filed 2026-10-07
Blue Zone Wealth Advisors, LLC
DECREASED
Shares23,595 from 24,235
Change-640 (-3%)
Value$4.4M (-$856.3K)
Filed 2026-10-19
North Dakota State Investment Board
INCREASED
Shares23,282 from 22,468
Change+814 (+4%)
Value$4.3M (-$532.0K)
Filed 2026-10-27
Pegasus Asset Management, Inc.
INCREASED
Shares23,137 from 22,568
Change+569 (+3%)
Value$4.3M (-$580.7K)
Filed 2026-11-03
MFA Wealth Advisors, LLC
INCREASED
Shares23,124 from 22,631
Change+493 (+2%)
Value$4.3M (-$596.7K)
Filed 2026-10-07
Mystic Asset Management, Inc.
INCREASED
Shares22,955 from 22,608
Change+347 (+2%)
Value$4.3M (-$623.1K)
Filed 2026-10-15
Compound Planning, Inc.
DECREASED
Shares22,804 from 23,836
Change-1,032 (-4%)
Value$4.2M (-$917.2K)
Filed 2026-11-05
Lake Street Private Wealth, LLC
DECREASED
Shares22,718 from 24,043
Change-1,325 (-6%)
Value$4.2M (-$977.9K)
Filed 2026-10-22
Wolverine Asset Management LLC
INCREASED
Shares22,260 from 6,552
Change+15,708 (+240%)
Value$4.1M (+$2.7M)
Filed 2026-11-02
Ninety One North America, Inc.
UNCHANGED
Shares22,260 from 22,260
Change0 (0%)
Value$4.1M (-$677.2K)
Filed 2026-10-15
Retirement Planning Co of New England, Inc.
DECREASED
Shares21,695 from 23,187
Change-1,492 (-6%)
Value$4.0M (-$982.9K)
Filed 2026-10-15
Hoertkorn Richard Charles
DECREASED
Shares21,689 from 21,804
Change-115 (-1%)
Value$4.0M (-$684.7K)
Filed 2026-11-04
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares21,603 from 21,591
Change+12 (+0%)
Value$4.0M (-$654.6K)
Filed 2026-10-22
Royal Fund Management, LLC
INCREASED
Shares21,273 from 1,445
Change+19,828 (+1372%)
Value$4.0M (+$3.6M)
Filed 2026-10-22
Axxcess Wealth Management, LLC
INCREASED
Shares21,261 from 20,589
Change+672 (+3%)
Value$4.0M (-$501.2K)
Filed 2026-10-21
Fifth Third Wealth Advisors LLC
INCREASED
Shares21,111 from 18,823
Change+2,288 (+12%)
Value$3.9M (-$146.9K)
Filed 2026-10-22
Fourpath Capital Management, LLC
DECREASED
Shares21,023 from 21,261
Change-238 (-1%)
Value$3.9M (-$691.0K)
Filed 2026-10-19
Wesbanco Bank Inc
DECREASED
Shares20,969 from 21,475
Change-506 (-2%)
Value$3.9M (-$747.4K)
Filed 2026-11-04
Capital Investment Advisors, LLC
INCREASED
Shares20,618 from 20,247
Change+371 (+2%)
Value$3.8M (-$546.9K)
Filed 2026-10-22
Securian Asset Management, Inc
DECREASED
Shares20,573 from 20,923
Change-350 (-2%)
Value$3.8M (-$650.5K)
Filed 2026-11-06
Lynch & Associates
DECREASED
Shares20,225 from 20,298
Change-73 (0%)
Value$3.8M (-$631.0K)
Filed 2026-10-13
Petredis Investment Advisors LLC
INCREASED
Shares20,188 from 20,168
Change+20 (+0%)
Value$3.8M (-$609.8K)
Filed 2026-10-20
Legal Advantage Investments, Inc.
UNCHANGED
Shares19,880 from 19,880
Change0 (0%)
Value$3.7M (-$604.8K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares19,844 from 17,059
Change+2,785 (+16%)
Value$3.7M (-$825)
Filed 2026-10-16
Kerusso Capital Management LLC
INCREASED
Shares19,784 from 17,962
Change+1,822 (+10%)
Value$3.7M (-$207.4K)
Filed 2026-10-27
Principle Wealth Partners LLC
INCREASED
Shares19,739 from 19,594
Change+145 (+1%)
Value$3.7M (-$569.0K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
INCREASED
Shares19,519 from 19,103
Change+416 (+2%)
Value$3.6M (-$503.7K)
Filed 2026-11-06
AMG National Trust Bank
INCREASED
Shares19,468 from 16,271
Change+3,197 (+20%)
Value$3.6M (+$99.8K)
Filed 2026-11-05
HCR Wealth Advisors
INCREASED
Shares19,396 from 19,335
Change+61 (+0%)
Value$3.6M (-$576.8K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares19,236 from 18,934
Change+302 (+2%)
Value$3.6M (-$519.9K)
Filed 2026-10-27
Edgemoor Investment Advisors, Inc.
INCREASED
Shares19,070 from 11,322
Change+7,748 (+68%)
Value$3.5M (+$1.1M)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares19,013 from 18,257
Change+756 (+4%)
Value$3.5M (-$414.7K)
Filed 2026-11-03
Tctc Holdings, LLC
INCREASED
Shares18,861 from 18,406
Change+455 (+2%)
Value$3.5M (-$475.3K)
Filed 2026-11-02
Florida Trust Wealth Management Co
DECREASED
Shares18,656 from 20,617
Change-1,961 (-10%)
Value$3.5M (-$992.0K)
Filed 2026-11-05
Equitable Trust Co
DECREASED
Shares18,623 from 19,921
Change-1,298 (-7%)
Value$3.5M (-$847.5K)
Filed 2026-10-13
UMB Bank, n.a.
DECREASED
Shares18,470 from 18,938
Change-468 (-2%)
Value$3.4M (-$663.2K)
Filed 2026-11-06
Weaver Consulting Group
DECREASED
Shares18,211 from 18,267
Change-56 (0%)
Value$3.4M (-$566.1K)
Filed 2026-10-07
Mirador Capital Partners LP
NEW
Shares18,099
Change+18,099
Value$3.4M
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares18,073 from 18,213
Change-140 (-1%)
Value$3.4M (-$580.0K)
Filed 2026-10-22
Knuff & Co LLC
DECREASED
Shares17,881 from 18,031
Change-150 (-1%)
Value$3.3M (-$576.4K)
Filed 2026-11-06
Great Hill Capital LLC
UNCHANGED
Shares17,828 from 17,828
Change0 (0%)
Value$3.3M (-$542.3K)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares17,771 from 17,358
Change+413 (+2%)
Value$3.3M (-$451.2K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED
Shares17,703 from 19,495
Change-1,792 (-9%)
Value$3.3M (-$926.4K)
Filed 2026-11-03
Vanguard Capital Wealth Advisors
INCREASED
Shares17,654 from 16,874
Change+780 (+5%)
Value$3.3M (-$368.2K)
Filed 2026-10-16
Platform Technology Partners
INCREASED
Shares17,648 from 17,346
Change+302 (+2%)
Value$3.3M (-$471.3K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
DECREASED
Shares17,533 from 18,476
Change-943 (-5%)
Value$3.3M (-$737.5K)
Filed 2026-11-04
Associated Banc-Corp
DECREASED
Shares17,523 from 18,892
Change-1,369 (-7%)
Value$3.3M (-$829.4K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares17,511 from 17,458
Change+53 (+0%)
Value$3.3M (-$521.2K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
DECREASED
Shares17,481 from 18,529
Change-1,048 (-6%)
Value$3.3M (-$758.6K)
Filed 2026-11-04
Northcape Wealth Management, LLC
INCREASED
Shares17,479 from 16,810
Change+669 (+4%)
Value$3.3M (-$386.9K)
Filed 2026-11-04
T3 Companies, LLC
INCREASED
Shares17,458 from 1,100
Change+16,358 (+1487%)
Value$3.2M (+$3.0M)
Filed 2026-10-22
Legacy Private Trust Co.
INCREASED
Shares17,325 from 17,005
Change+320 (+2%)
Value$3.2M (-$457.8K)
Filed 2026-10-06
Quadrant Capital Group LLC
DECREASED
Shares17,224 from 17,886
Change-662 (-4%)
Value$3.2M (-$659.7K)
Filed 2026-10-20
Princeton Capital Management LLC
INCREASED
Shares17,031 from 13,696
Change+3,335 (+24%)
Value$3.2M (+$203.8K)
Filed 2026-10-27
Dmkc Advisory Services, LLC
INCREASED
Shares16,959 from 16,170
Change+789 (+5%)
Value$3.2M (-$345.1K)
Filed 2026-11-04
Personal CFO Solutions, LLC
DECREASED
Shares16,892 from 18,176
Change-1,284 (-7%)
Value$3.1M (-$791.8K)
Filed 2026-11-06
AGP Franklin, LLC
INCREASED
Shares16,854 from 16,621
Change+233 (+1%)
Value$3.1M (-$462.3K)
Filed 2026-11-04
Asio Capital, LLC
INCREASED
Shares16,613 from 16,205
Change+408 (+3%)
Value$3.1M (-$417.0K)
Filed 2026-10-19
Hanson & Doremus Investment Management
INCREASED
Shares16,557 from 16,402
Change+155 (+1%)
Value$3.1M (-$470.0K)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
INCREASED
Shares16,290 from 15,925
Change+365 (+2%)
Value$3.0M (-$416.5K)
Filed 2026-10-23
Trust Co of Toledo NA
INCREASED
Shares16,209 from 16,104
Change+105 (+1%)
Value$3.0M (-$470.3K)
Filed 2026-10-16
First Citizens Bank & Trust Co
INCREASED
Shares16,174 from 6,200
Change+9,974 (+161%)
Value$3.0M (+$1.7M)
Filed 2026-10-14
Bokf, NA
INCREASED
Shares16,162 from 10,927
Change+5,235 (+48%)
Value$3.0M (+$641.6K)
Filed 2026-10-27
Ignite Planners, LLC
INCREASED
Shares16,046 from 15,999
Change+47 (+0%)
Value$3.0M (-$477.9K)
Filed 2026-10-14
Courier Capital LLC
INCREASED
Shares16,024 from 15,414
Change+610 (+4%)
Value$3.0M (-$355.4K)
Filed 2026-10-19
Tema Etfs LLC
INCREASED
Shares15,695 from 14,835
Change+860 (+6%)
Value$2.9M (-$291.3K)
Filed 2026-10-16
Missouri Trust & Investment Co
INCREASED
Shares15,566 from 15,358
Change+208 (+1%)
Value$2.9M (-$423.4K)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares15,559 from 23,904
Change-8,345 (-35%)
Value$2.9M (-$2.3M)
Filed 2026-10-29
King Luther Capital Management Corp
INCREASED
Shares15,428 from 14,352
Change+1,076 (+8%)
Value$2.9M (-$236.4K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares15,370 from 13,479
Change+1,891 (+14%)
Value$2.9M (-$58.2K)
Filed 2026-10-21
MCF Advisors LLC
DECREASED
Shares15,277 from 16,202
Change-925 (-6%)
Value$2.8M (-$665.0K)
Filed 2026-10-28
Level Four Advisory Services, LLC
INCREASED
Shares15,233 from 14,186
Change+1,047 (+7%)
Value$2.8M (-$236.2K)
Filed 2026-11-06
Peak Financial Advisors LLC
NEW
Shares15,150
Change+15,150
Value$2.8M
Filed 2026-10-28
Harrell Investment Partners, LLC
DECREASED
Shares15,020 from 15,114
Change-94 (-1%)
Value$2.8M (-$477.3K)
Filed 2026-10-15
Tandem Capital Management Corp
DECREASED
Shares14,977 from 15,098
Change-121 (-1%)
Value$2.8M (-$481.7K)
Filed 2026-10-22
Verdence Capital Advisors LLC
DECREASED
Shares14,962 from 16,659
Change-1,697 (-10%)
Value$2.8M (-$822.6K)
Filed 2026-10-26
180 Wealth Advisors, LLC
DECREASED
Shares14,830 from 15,325
Change-495 (-3%)
Value$2.8M (-$558.2K)
Filed 2026-11-03
CWA Asset Management Group, LLC
INCREASED
Shares14,672 from 13,729
Change+943 (+7%)
Value$2.7M (-$242.2K)
Filed 2026-10-19
Vontobel Holding Ltd.
DECREASED
Shares14,616 from 21,341
Change-6,725 (-32%)
Value$2.7M (-$1.9M)
Filed 2026-10-16
Waters Parkerson & Co., LLC
DECREASED
Shares14,469 from 14,539
Change-70 (0%)
Value$2.7M (-$455.3K)
Filed 2026-11-04
MH & Associates Securities Management Corp
DECREASED
Shares14,407 from 14,563
Change-156 (-1%)
Value$2.7M (-$472.0K)
Filed 2026-10-30
MFG Wealth Management, Inc.
INCREASED
Shares14,400 from 13,315
Change+1,085 (+8%)
Value$2.7M (-$203.3K)
Filed 2026-10-09
J. Safra Sarasin Holding AG
INCREASED
Shares14,371 from 7,981
Change+6,390 (+80%)
Value$2.7M (+$945.6K)
Filed 2026-10-26
Point Windward Advisors Inc.
INCREASED
Shares14,370 from 14,030
Change+340 (+2%)
Value$2.7M (-$363.5K)
Filed 2026-11-06
Investment Research & Advisory Group, Inc.
DECREASED
Shares14,361 from 14,816
Change-455 (-3%)
Value$2.7M (-$538.0K)
Filed 2026-10-19
Montag A & Associates Inc
DECREASED
Shares14,358 from 15,456
Change-1,098 (-7%)
Value$2.7M (-$674.5K)
Filed 2026-10-29
Core Wealth Partners LLC
UNCHANGED
Shares14,341 from 14,341
Change0 (0%)
Value$2.7M (-$436.3K)
Filed 2026-11-02
Chicago Capital, LLC
DECREASED
Shares14,329 from 15,588
Change-1,259 (-8%)
Value$2.7M (-$708.4K)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares14,272 from 14,323
Change-51 (0%)
Value$2.7M (-$445.2K)
Filed 2026-10-29
Apella Capital, LLC
INCREASED
Shares14,202 from 13,895
Change+307 (+2%)
Value$2.7M (-$544.6K)
Filed 2026-10-08
Machina Capital S.A.S.
NEW
Shares13,955
Change+13,955
Value$2.6M
Filed 2026-11-05
Cohen Investment Advisors LLC
DECREASED
Shares13,913 from 14,244
Change-331 (-2%)
Value$2.6M (-$494.9K)
Filed 2026-10-20
Family Legacy, Inc.
INCREASED
Shares13,831 from 13,625
Change+206 (+2%)
Value$2.6M (-$376.1K)
Filed 2026-10-13
Sterling Investment Management, LLC
INCREASED
Shares13,826 from 10,117
Change+3,709 (+37%)
Value$2.6M (+$382.3K)
Filed 2026-10-16
Nfsg Corp
INCREASED
Shares13,810 from 8,144
Change+5,666 (+70%)
Value$2.6M (+$806.4K)
Filed 2026-10-15
Mesirow Financial Investment Management, Inc.
DECREASED
Shares13,757 from 15,241
Change-1,484 (-10%)
Value$2.6M (-$739.8K)
Filed 2026-11-05
Magnus Financial Group LLC
DECREASED
Shares13,696 from 13,947
Change-251 (-2%)
Value$2.5M (-$471.0K)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares13,675 from 11,599
Change+2,076 (+18%)
Value$2.6M (-$10.7K)
Filed 2026-10-09
Verus Capital Partners, LLC
INCREASED
Shares13,462 from 13,291
Change+171 (+1%)
Value$2.5M (-$372.5K)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED
Shares13,456 from 17,844
Change-4,388 (-25%)
Value$2.5M (-$1.4M)
Filed 2026-10-20
Ritholtz Wealth Management
DECREASED
Shares13,391 from 14,700
Change-1,309 (-9%)
Value$2.5M (-$690.7K)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
INCREASED
Shares13,345 from 13,313
Change+32 (+0%)
Value$2.5M (-$399.0K)
Filed 2026-10-14
Krilogy Financial LLC
DECREASED
Shares13,196 from 15,655
Change-2,459 (-16%)
Value$2.5M (-$888.2K)
Filed 2026-10-13
Collar Capital Management, LLC
INCREASED
Shares13,173 from 12,998
Change+175 (+1%)
Value$2.5M (-$362.8K)
Filed 2026-10-28
Wright Investors Service Inc
INCREASED
Shares13,162 from 10,026
Change+3,136 (+31%)
Value$2.4M (+$278.5K)
Filed 2026-11-02
Kassira Wealth Management LLC
INCREASED
Shares13,141 from 9,592
Change+3,549 (+37%)
Value$2.4M (+$368.5K)
Filed 2026-10-28
KCM Investment Advisors LLC
INCREASED
Shares13,111 from 12,513
Change+598 (+5%)
Value$2.4M (-$269.4K)
Filed 2026-10-27
Balboa Wealth Partners
INCREASED
Shares13,098 from 12,957
Change+141 (+1%)
Value$2.4M (-$367.9K)
Filed 2026-10-20
Guerra PAN Advisors, LLC
DECREASED
Shares13,068 from 13,663
Change-595 (-4%)
Value$2.5M (-$456.2K)
Filed 2026-10-26
SteelPeak Wealth, LLC
INCREASED
Shares13,006 from 12,497
Change+509 (+4%)
Value$2.4M (-$285.4K)
Filed 2026-10-16
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares12,989 from 14,194
Change-1,205 (-8%)
Value$2.4M (-$656.0K)
Filed 2026-10-22
Midwest Trust Co
INCREASED
Shares12,927 from 12,220
Change+707 (+6%)
Value$2.4M (-$240.2K)
Filed 2026-10-22
Gamma Investing LLC
DECREASED
Shares12,868 from 14,226
Change-1,358 (-10%)
Value$2.4M (-$685.4K)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares12,804 from 5,183
Change+7,621 (+147%)
Value$2.4M (+$1.3M)
Filed 2026-10-14
Chicago Partners Investment Group LLC
DECREASED
Shares12,801 from 15,430
Change-2,629 (-17%)
Value$2.4M (-$817.4K)
Filed 2026-10-27
Bailard, Inc.
DECREASED
Shares12,766 from 13,511
Change-745 (-6%)
Value$2.4M (-$549.6K)
Filed 2026-10-13
Signaturefd, LLC
DECREASED
Shares12,761 from 13,584
Change-823 (-6%)
Value$2.4M (-$566.5K)
Filed 2026-10-23
Cohen Klingenstein LLC
UNCHANGED
Shares12,700 from 12,700
Change0 (0%)
Value$2.4M (-$386.3K)
Filed 2026-10-15
Norway Savings Bank
INCREASED
Shares12,671 from 12,303
Change+368 (+3%)
Value$2.4M (-$305.8K)
Filed 2026-10-20
American State Bank (Iowa)
INCREASED
Shares12,643 from 11,910
Change+733 (+6%)
Value$2.4M (-$225.9K)
Filed 2026-11-03
Searle & Co.
UNCHANGED
Shares12,585 from 12,585
Change0 (0%)
Value$2.3M (-$382.8K)
Filed 2026-11-04
Baker Tilly Wealth Management, LLC
INCREASED
Shares12,579 from 12,123
Change+456 (+4%)
Value$2.3M (-$284.0K)
Filed 2026-10-05
Diversify Wealth Management, LLC
INCREASED
Shares12,573 from 12,419
Change+154 (+1%)
Value$2.4M (-$253.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares12,573 from 12,419
Change+154 (+1%)
Value$2.4M (-$253.7K)
Filed 2026-10-20
Aviso Wealth Management
DECREASED
Shares12,528 from 13,319
Change-791 (-6%)
Value$2.3M (-$552.3K)
Filed 2026-11-04
Eastern Bank
DECREASED
Shares12,429 from 12,600
Change-171 (-1%)
Value$2.3M (-$415.1K)
Filed 2026-10-05
Avion Wealth
DECREASED
Shares12,339 from 12,690
Change-351 (-3%)
Value$2.3M (-$452.0K)
Filed 2026-11-04
B.A. Schrock Wealth Management, Inc.
NEW
Shares12,333
Change+12,333
Value$2.4M
Filed 2026-10-15
Wealth Effects LLC
INCREASED
Shares12,290 from 11,906
Change+384 (+3%)
Value$2.3M (-$290.7K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares12,248 from 12,177
Change+71 (+1%)
Value$2.3M (-$357.3K)
Filed 2026-10-28
Integrated Advisors Network LLC
DECREASED
Shares12,147 from 14,047
Change-1,900 (-14%)
Value$2.3M (-$780.9K)
Filed 2026-10-20
Burns J W & Co Inc
INCREASED
Shares12,065 from 12,047
Change+18 (+0%)
Value$2.2M (-$363.1K)
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares12,047 from 10,318
Change+1,729 (+17%)
Value$2.2M (+$7.8K)
Filed 2026-10-20
Tarbox Family Office, Inc.
INCREASED
Shares12,039 from 4,826
Change+7,213 (+149%)
Value$2.2M (+$1.2M)
Filed 2026-10-23
Evergreen Capital Management LLC
INCREASED
Shares11,971 from 8,086
Change+3,885 (+48%)
Value$2.2M (+$476.8K)
Filed 2026-10-23
NBT Bank, N.A.
DECREASED
Shares11,860 from 11,923
Change-63 (-1%)
Value$2.2M (-$374.4K)
Filed 2026-10-21
Madden Securities Corp
DECREASED
Shares11,840 from 13,590
Change-1,750 (-13%)
Value$2.2M (-$739.0K)
Filed 2026-10-27
Parcion Private Wealth LLC
DECREASED
Shares11,751 from 13,113
Change-1,362 (-10%)
Value$2.2M (-$652.3K)
Filed 2026-10-28
University of Texas S AM Investment Management Co
DECREASED
Shares11,734 from 27,378
Change-15,644 (-57%)
Value$2.2M (-$3.7M)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
INCREASED
Shares11,725 from 10,443
Change+1,282 (+12%)
Value$2.2M (-$79.2K)
Filed 2026-10-21
Summit Financial Wealth Advisors, LLC
DECREASED
Shares11,646 from 13,005
Change-1,359 (-10%)
Value$2.2M (-$648.5K)
Filed 2026-10-15
Gables Capital Management Inc.
DECREASED
Shares11,638 from 11,788
Change-150 (-1%)
Value$2.2M (-$386.5K)
Filed 2026-11-04
Focus Financial Network, Inc.
INCREASED
Shares11,443 from 11,197
Change+246 (+2%)
Value$2.1M (-$294.8K)
Filed 2026-10-14
Avior Wealth Management, LLC
DECREASED
Shares11,386 from 14,668
Change-3,282 (-22%)
Value$2.1M (-$1.1M)
Filed 2026-10-13
Ashton Thomas Securities, LLC
INCREASED
Shares11,269 from 11,229
Change+40 (+0%)
Value$2.1M (-$332.0K)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares11,098 from 13,353
Change-2,255 (-17%)
Value$2.1M (-$825.9K)
Filed 2026-10-26
CX Institutional
INCREASED
Shares11,067 from 9,488
Change+1,579 (+17%)
Value$2.1K (-$2.1M)
Filed 2026-10-02
Visionary Wealth Advisors
DECREASED
Shares11,004 from 11,786
Change-782 (-7%)
Value$2.0M (-$504.0K)
Filed 2026-11-04
WoodTrust Financial Corp
INCREASED
Shares10,935 from 10,244
Change+691 (+7%)
Value$2.0M (-$182.0K)
Filed 2026-10-09
Central Pacific Bank - Trust Division
INCREASED
Shares10,869 from 10,683
Change+186 (+2%)
Value$2.0M (-$290.4K)
Filed 2026-10-06
IFP Advisors, Inc
DECREASED
Shares10,866 from 11,970
Change-1,104 (-9%)
Value$2.0M (-$569.5K)
Filed 2026-10-16
Profund Advisors LLC
DECREASED
Shares10,809 from 11,766
Change-957 (-8%)
Value$2.0M (-$536.0K)
Filed 2026-10-29
Plancorp, LLC
INCREASED
Shares10,805 from 10,332
Change+473 (+5%)
Value$1.9M (-$373.1K)
Filed 2026-11-03
Citizens National Bank Trust Department
INCREASED
Shares10,702 from 9,237
Change+1,465 (+16%)
Value$2.0M (-$8.4K)
Filed 2026-11-04
LJI Wealth Management, LLC
DECREASED
Shares10,688 from 11,495
Change-807 (-7%)
Value$2.0M (-$499.9K)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares10,663 from 8,659
Change+2,004 (+23%)
Value$2.0M (+$109.6K)
Filed 2026-11-03
SS&H Financial Advisors, Inc.
INCREASED
Shares10,650 from 10,550
Change+100 (+1%)
Value$2.0M (-$303.0K)
Filed 2026-10-28
Alessandra Capital Management, LLC
DECREASED
Shares10,587 from 11,229
Change-642 (-6%)
Value$2.0M (-$460.9K)
Filed 2026-10-30
Portfolio Design Labs, LLC
INCREASED
Shares10,560 from 10,271
Change+289 (+3%)
Value$2.0M (-$258.7K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares10,491 from 11,280
Change-789 (-7%)
Value$2.0M (-$489.2K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares10,429 from 2,322
Change+8,107 (+349%)
Value$1.9M (+$1.5M)
Filed 2026-10-13
Neville Rodie & Shaw Inc
UNCHANGED
Shares10,422 from 10,422
Change0 (0%)
Value$1.9K (-$2.3M)
Filed 2026-10-05
Westchester Capital Management, Inc.
UNCHANGED
Shares10,353 from 10,353
Change0 (0%)
Value$1.9M (-$314.9K)
Filed 2026-10-23
Horizon Wealth Management, LLC
UNCHANGED
Shares10,332 from 10,332
Change0 (0%)
Value$1.9M (-$314.3K)
Filed 2026-11-02
Meridian Wealth Management, LLC
DECREASED
Shares10,256 from 12,699
Change-2,443 (-19%)
Value$1.9M (-$841.0K)
Filed 2026-11-05
Ballast, Inc.
INCREASED
Shares10,168 from 9,406
Change+762 (+8%)
Value$1.9M (-$144.4K)
Filed 2026-10-20
Farmers & Merchants Investments Inc
DECREASED
Shares10,025 from 10,141
Change-116 (-1%)
Value$1.9M (-$330.1K)
Filed 2026-10-22
Canandaigua National Bank & Trust Co
DECREASED
Shares10,012 from 10,813
Change-801 (-7%)
Value$1.9M (-$478.0K)
Filed 2026-10-07
Williams Jones Wealth Management, Llc.
DECREASED
Shares10,006 from 14,759
Change-4,753 (-32%)
Value$1.9M (-$1.3M)
Filed 2026-11-05
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares9,983
Change+9,983
Value$1.9M
Filed 2026-11-04
May Hill Capital, LLC
DECREASED
Shares9,911 from 10,051
Change-140 (-1%)
Value$1.8M (-$331.8K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
DECREASED
Shares9,889 from 10,711
Change-822 (-8%)
Value$1.8M (-$478.7K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares9,868 from 11,351
Change-1,483 (-13%)
Value$1.8M (-$621.3K)
Filed 2026-11-03
Kornitzer Capital Management Inc
DECREASED
Shares9,816 from 10,836
Change-1,020 (-9%)
Value$1.8M (-$519.4K)
Filed 2026-11-03
Smithbridge Asset Management Inc
INCREASED
Shares9,744 from 7,594
Change+2,150 (+28%)
Value$1.8M (+$169.0K)
Filed 2026-10-19
Zions Bancorporation, National Association
INCREASED
Shares9,682 from 2,619
Change+7,063 (+270%)
Value$1.8M (+$1.2M)
Filed 2026-11-06
Guardian Investment Management
INCREASED
Shares9,625 from 9,350
Change+275 (+3%)
Value$1.8M (-$233.3K)
Filed 2026-10-23
GC Wealth Management RIA, LLC
INCREASED
Shares9,551 from 9,416
Change+135 (+1%)
Value$1.8M (-$261.3K)
Filed 2026-11-02
Bangor Savings Bank
DECREASED
Shares9,507 from 9,824
Change-317 (-3%)
Value$1.8M (-$357.8K)
Filed 2026-10-06
OpenArc Corporate Advisory, LLC
DECREASED
Shares9,504 from 9,616
Change-112 (-1%)
Value$1.8M (-$313.4K)
Filed 2026-10-21
Cornerstone Planning, LLC
INCREASED
Shares9,468 from 2,609
Change+6,859 (+263%)
Value$2.0M (+$1.4M)
Filed 2026-10-27
Sculati Wealth Management, LLC
INCREASED
Shares9,436 from 9,372
Change+64 (+1%)
Value$1.8M (-$217.8K)
Filed 2026-10-19
Spire Wealth Management
DECREASED
Shares9,355 from 9,662
Change-307 (-3%)
Value$1.7M (-$351.0K)
Filed 2026-10-30
Simplicity Wealth,LLC
DECREASED
Shares9,349 from 10,623
Change-1,274 (-12%)
Value$1.7M (-$560.1K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares9,312 from 7,467
Change+1,845 (+25%)
Value$1.7M (+$116.0K)
Filed 2026-10-30
Shrier Wealth Management, LLC
DECREASED
Shares9,264 from 10,959
Change-1,695 (-15%)
Value$1.7M (-$648.7K)
Filed 2026-10-20
Tempus Wealth Planning, LLC
INCREASED
Shares9,164 from 8,732
Change+432 (+5%)
Value$1.7M (-$185.3K)
Filed 2026-10-14
Alps Advisors Inc
INCREASED
Shares9,144 from 8,773
Change+371 (+4%)
Value$1.7M (-$197.9K)
Filed 2026-11-03
Citizens & Northern Corp
INCREASED
Shares9,142 from 9,062
Change+80 (+1%)
Value$1.7M (-$260.8K)
Filed 2026-11-06
Traynor Capital Management, Inc.
INCREASED
Shares9,139 from 8,747
Change+392 (+4%)
Value$1.7M (-$193.1K)
Filed 2026-10-29
Primoris Wealth Advisors, LLC
INCREASED
Shares9,089 from 2,844
Change+6,245 (+220%)
Value$1.7M (+$1.1M)
Filed 2026-10-28
D'Orazio & Associates, Inc.
DECREASED
Shares9,013 from 9,156
Change-143 (-2%)
Value$1.7M (-$305.1K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
DECREASED
Shares8,984 from 9,201
Change-217 (-2%)
Value$1.7M (-$320.2K)
Filed 2026-10-13
XML Financial, LLC
INCREASED
Shares8,944 from 8,380
Change+564 (+7%)
Value$1.7M (-$150.0K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares8,930 from 7,871
Change+1,059 (+13%)
Value$1.7M (-$42.4K)
Filed 2026-10-21
HBK Sorce Advisory LLC
DECREASED
Shares8,879 from 9,296
Change-417 (-4%)
Value$1.5M (-$701.2K)
Filed 2026-11-06
Midwest Financial Group LLC
INCREASED
Shares8,842 from 8,687
Change+155 (+2%)
Value$1.6M (-$235.4K)
Filed 2026-10-15
Radnor Capital Management, LLC
UNCHANGED
Shares8,805 from 8,805
Change0 (0%)
Value$1.6M (-$267.8K)
Filed 2026-10-23
Beese Fulmer Investment Management, Inc.
DECREASED
Shares8,702 from 8,773
Change-71 (-1%)
Value$1.6M (-$278.0K)
Filed 2026-10-23
DCF Advisers, LLC
INCREASED
Shares8,625 from 6,000
Change+2,625 (+44%)
Value$1.6M (+$305.9K)
Filed 2026-11-04
Pacific Sage Partners, LLC
INCREASED
Shares8,623 from 8,607
Change+16 (+0%)
Value$1.6M (-$258.9K)
Filed 2026-10-21
Romano Brothers and Company
DECREASED
Shares8,589 from 8,646
Change-57 (-1%)
Value$1.6M (-$273.6K)
Filed 2026-10-22
Golden State Wealth Management, LLC
DECREASED
Shares8,559 from 8,642
Change-83 (-1%)
Value$1.6M (-$278.3K)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares8,501 from 8,370
Change+131 (+2%)
Value$1.6M (-$230.3K)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
DECREASED
Shares8,468 from 9,646
Change-1,178 (-12%)
Value$1.6M (-$512.6K)
Filed 2026-11-02
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares8,416 from 9,993
Change-1,577 (-16%)
Value$1.6M (-$597.4K)
Filed 2026-10-09
Uncommon Cents Investing Inc
INCREASED
Shares8,368 from 8,365
Change+3 (+0%)
Value$1.6M (-$253.9K)
Filed 2026-10-20
Madrona Financial Services, LLC
INCREASED
Shares8,288 from 7,970
Change+318 (+4%)
Value$1.5M (-$183.3K)
Filed 2026-10-23
Hardy Reed LLC
INCREASED
Shares8,288 from 8,235
Change+53 (+1%)
Value$1.5M (-$240.6K)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares8,244 from 11,400
Change-3,156 (-28%)
Value$1.5M (-$934.0K)
Filed 2026-10-27
Integrity Alliance, Llc.
INCREASED
Shares8,163 from 6,768
Change+1,395 (+21%)
Value$1.5M (+$53.5K)
Filed 2026-10-29
Diligent Investors, LLC
DECREASED
Shares8,132 from 8,537
Change-405 (-5%)
Value$1.5M (-$335.1K)
Filed 2026-10-21
Investors Asset Management of Georgia Inc
INCREASED
Shares8,075 from 8,054
Change+21 (+0%)
Value$1.5M (-$241.1K)
Filed 2026-10-20
Doliver Advisors, LP
DECREASED
Shares8,063 from 8,102
Change-39 (0%)
Value$1.5M (-$253.7K)
Filed 2026-10-01
Perigon Wealth Management, LLC
DECREASED
Shares8,047 from 10,477
Change-2,430 (-23%)
Value$1.5M (-$770.8K)
Filed 2026-10-22
Carret Asset Management, LLC
INCREASED
Shares7,990 from 7,705
Change+285 (+4%)
Value$1.5M (-$181.4K)
Filed 2026-11-04
Guyasuta Investment Advisors Inc
DECREASED
Shares7,958 from 7,995
Change-37 (0%)
Value$1.5M (-$250.1K)
Filed 2026-10-15
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares7,951
Change+7,951
Value$1.5M
Filed 2026-10-09
United Bank
INCREASED
Shares7,944 from 7,169
Change+775 (+11%)
Value$1.5M (-$73.9K)
Filed 2026-11-06
Pacifica Partners Inc.
DECREASED
Shares7,908 from 7,939
Change-31 (0%)
Value$1.5M (-$275.8K)
Filed 2026-10-09
Nvwm, LLC
INCREASED
Shares7,905 from 7,886
Change+19 (+0%)
Value$1.5M (-$236.4K)
Filed 2026-10-14
Gen-Wealth Partners Inc
DECREASED
Shares7,881 from 8,051
Change-170 (-2%)
Value$1.5M (-$276.5K)
Filed 2026-11-04
Syntegra Private Wealth Group, LLC
DECREASED
Shares7,842 from 7,968
Change-126 (-2%)
Value$1.5M (-$265.8K)
Filed 2026-10-13
Bdfs Capital LLC
DECREASED
Shares7,831 from 7,931
Change-100 (-1%)
Value$1.5M (-$259.9K)
Filed 2026-10-14
West Wealth Group, LLC
DECREASED
Shares7,773 from 7,871
Change-98 (-1%)
Value$1.4M (-$257.9K)
Filed 2026-10-14
CenterStar Asset Management, LLC
INCREASED
Shares7,746 from 4,488
Change+3,258 (+73%)
Value$1.4M (+$472.7K)
Filed 2026-10-09
Daymark Wealth Partners, LLC
DECREASED
Shares7,662 from 8,478
Change-816 (-10%)
Value$1.4M (-$409.7K)
Filed 2026-11-04
Applied Capital LLC
DECREASED
Shares7,655 from 7,748
Change-93 (-1%)
Value$1.4M (-$253.0K)
Filed 2026-10-07
First Heartland Consultants, Inc.
INCREASED
Shares7,648 from 3,798
Change+3,850 (+101%)
Value$1.4M (+$600.8K)
Filed 2026-10-08
Busey Bank
DECREASED
Shares7,642 from 7,789
Change-147 (-2%)
Value$1.4M (-$264.3K)
Filed 2026-10-26
Cadinha & Co LLC
DECREASED
Shares7,615 from 44,760
Change-37,145 (-83%)
Value$1.4M (-$8.3M)
Filed 2026-10-22
Herold Advisors, Inc.
DECREASED
Shares7,581 from 7,901
Change-320 (-4%)
Value$1.4M (-$300.5K)
Filed 2026-10-19
Massachusetts Wealth Management
INCREASED
Shares7,560 from 6,835
Change+725 (+11%)
Value$1.4M (-$73.0K)
Filed 2026-10-21
Strategic Advisors LLC
NEW
Shares7,308
Change+7,308
Value$1.4M
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares7,276 from 7,614
Change-338 (-4%)
Value$1.4M (-$294.5K)
Filed 2026-10-21
GAM Holding AG
DECREASED
Shares7,215 from 7,783
Change-568 (-7%)
Value$1.3M (-$342.4K)
Filed 2026-11-03
Jones Kertz & Associates, Inc.
UNCHANGED
Shares7,213 from 7,213
Change0 (0%)
Value$1.3M (-$219.4K)
Filed 2026-10-28
Regatta Capital Group, LLC
DECREASED
Shares7,155 from 7,413
Change-258 (-3%)
Value$1.3M (-$273.4K)
Filed 2026-10-23
Aaron Wealth Advisors LLC
DECREASED
Shares7,133 from 8,284
Change-1,151 (-14%)
Value$1.3M (-$466.1K)
Filed 2026-10-13
Cigna Investments Inc
INCREASED
Shares7,125 from 7,091
Change+34 (+0%)
Value$1.3M (-$209.0K)
Filed 2026-10-19
Sage Investment Advisers LLC
DECREASED
Shares7,099 from 8,049
Change-950 (-12%)
Value$1.3M (-$421.6K)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares7,094 from 8,422
Change-1,328 (-16%)
Value$1.3M (-$503.3K)
Filed 2026-10-15
True Private Wealth Advisors
DECREASED
Shares7,090 from 7,106
Change-16 (0%)
Value$1.3M (-$219.0K)
Filed 2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares7,078 from 7,350
Change-272 (-4%)
Value$1.3M (-$274.2K)
Filed 2026-10-16
Rossmore Private Capital
DECREASED
Shares7,076 from 7,126
Change-50 (-1%)
Value$1.3M (-$226.1K)
Filed 2026-10-27
Fusion Capital, LLC
INCREASED
Shares7,069 from 5,244
Change+1,825 (+35%)
Value$1.3M (+$180.0K)
Filed 2026-10-28
Trust Investment Advisors
INCREASED
Shares7,065 from 6,507
Change+558 (+9%)
Value$1.3M (-$94.1K)
Filed 2026-10-20
Grove Bank & Trust
DECREASED
Shares7,045 from 10,272
Change-3,227 (-31%)
Value$1.3M (-$912.9K)
Filed 2026-10-08
Ferguson Wellman Capital Management, Inc
INCREASED
Shares7,035 from 5,595
Change+1,440 (+26%)
Value$1.3M (+$97.7K)
Filed 2026-10-05
Westhampton Capital, LLC
DECREASED
Shares7,000 from 7,032
Change-32 (0%)
Value$1.3M (-$219.9K)
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares6,932 from 6,842
Change+90 (+1%)
Value$1.3M (-$191.4K)
Filed 2026-10-20
G&S Capital LLC
INCREASED
Shares6,922 from 6,773
Change+149 (+2%)
Value$1.3M (-$178.3K)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares6,916 from 6,853
Change+63 (+1%)
Value$1.3M (-$196.7K)
Filed 2026-10-23
Kampmann Melissa S.
INCREASED
Shares6,829 from 6,699
Change+130 (+2%)
Value$1.3M (-$179.6K)
Filed 2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares6,822 from 6,822
Change0 (0%)
Value$1.3M (-$207.5K)
Filed 2026-10-22
Elyxium Wealth, LLC
DECREASED
Shares6,814 from 6,928
Change-114 (-2%)
Value$1.3M (-$232.0K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
DECREASED
Shares6,789 from 7,532
Change-743 (-10%)
Value$1.3M (-$367.4K)
Filed 2026-10-28
New Wave Wealth Advisors LLC
INCREASED
Shares6,760 from 5,016
Change+1,744 (+35%)
Value$1.3M (+$174.9K)
Filed 2026-10-19
Fiduciary Alliance LLC
DECREASED
Shares6,746 from 7,560
Change-814 (-11%)
Value$1.3M (-$381.4K)
Filed 2026-10-13
Washington Trust Bank
DECREASED
Shares6,710 from 7,122
Change-412 (-6%)
Value$1.2M (-$293.3K)
Filed 2026-11-03
Ascentis Independent Advisors
INCREASED
Shares6,635 from 32
Change+6,603 (+20634%)
Value$1.2M (+$1.2M)
Filed 2026-11-03
Atlas Brown,Inc.
DECREASED
Shares6,605 from 6,609
Change-4 (0%)
Value$1.2M (-$201.8K)
Filed 2026-10-09
TD Private Client Wealth LLC
DECREASED
Shares6,488 from 7,951
Change-1,463 (-18%)
Value$1.2M (-$514.1K)
Filed 2026-10-28
Cullinan Associates Inc
UNCHANGED
Shares6,475 from 6,475
Change0 (0%)
Value$1.2M (-$197.0K)
Filed 2026-11-03
Crestwood Advisors Group, LLC
INCREASED
Shares6,470 from 5,923
Change+547 (+9%)
Value$1.2M (-$78.4K)
Filed 2026-10-27
Peoples Financial Services Corp.
DECREASED
Shares6,450 from 6,480
Change-30 (0%)
Value$1.2M (-$202.7K)
Filed 2026-10-20
Zullo Investment Group, Inc.
DECREASED
Shares6,426 from 6,475
Change-49 (-1%)
Value$1.2M (-$206.1K)
Filed 2026-10-20
Register Financial Advisors LLC
INCREASED
Shares6,415 from 3,259
Change+3,156 (+97%)
Value$1.2M (+$488.0K)
Filed 2026-10-23
Joel Isaacson & Co., LLC
DECREASED
Shares6,398 from 9,244
Change-2,846 (-31%)
Value$1.2M (-$810.7K)
Filed 2026-11-05
Chicago Trust Co NA
DECREASED
Shares6,385 from 6,885
Change-500 (-7%)
Value$1.2M (-$302.5K)
Filed 2026-10-28
Partners Wealth Management, LLC
NEW
Shares6,373
Change+6,373
Value$1.2M
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares6,372 from 36,462
Change-30,090 (-83%)
Value$1.2M (-$216.8K)
Filed 2026-11-02
MeadowBrook Investment Advisors LLC
DECREASED
Shares6,291 from 6,300
Change-9 (0%)
Value$1.2M (-$183.9K)
Filed 2026-10-29
Old National Bancorp
DECREASED
Shares6,271 from 6,763
Change-492 (-7%)
Value$1.2M (-$297.3K)
Filed 2026-10-20
Fragasso Financial Advisors Inc
INCREASED
Shares6,241 from 1,156
Change+5,085 (+440%)
Value$1.2M (+$937.8K)
Filed 2026-10-13
Aull & Monroe Investment Management Corp
DECREASED
Shares6,221 from 6,246
Change-25 (0%)
Value$1.2M (-$194.7K)
Filed 2026-10-16
First Financial Bank - Trust Division
INCREASED
Shares6,202 from 6,183
Change+19 (+0%)
Value$1.2M (-$184.6K)
Filed 2026-10-01
Alliance Wealth Advisors, LLC
UNCHANGED
Shares6,067 from 6,067
Change0 (0%)
Value$1.1M (-$184.6K)
Filed 2026-10-14
Lederer & Associates Investment Counsel
DECREASED
Shares6,063 from 6,408
Change-345 (-5%)
Value$1.1M (-$259.0K)
Filed 2026-10-23
Capital Asset Advisory Services LLC
INCREASED
Shares6,057 from 3,771
Change+2,286 (+61%)
Value$1.1M (+$317.1K)
Filed 2026-10-30
Little House Capital LLC
INCREASED
Shares5,998 from 5,796
Change+202 (+3%)
Value$1.1M (-$138.7K)
Filed 2026-11-06
Keudell ison Wealth Management
INCREASED
Shares5,974 from 4,684
Change+1,290 (+28%)
Value$1.1M (+$97.5K)
Filed 2026-10-16
EPG Wealth Management LLC
DECREASED
Shares5,957 from 6,096
Change-139 (-2%)
Value$1.1M (-$211.2K)
Filed 2026-11-03
Moneco Advisors, LLC
INCREASED
Shares5,935 from 5,840
Change+95 (+2%)
Value$1.1M (-$160.0K)
Filed 2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED
Shares5,893 from 5,526
Change+367 (+7%)
Value$1.1M (-$99.9K)
Filed 2026-10-13
Hoey Investments, Inc
DECREASED
Shares5,888 from 6,495
Change-607 (-9%)
Value$1.1M (-$310.5K)
Filed 2026-10-29
Acropolis Investment Management, LLC
DECREASED
Shares5,883 from 6,449
Change-566 (-9%)
Value$1.1M (-$301.6K)
Filed 2026-10-08
Appalachian Capital Management Ltd
DECREASED
Shares5,851 from 5,868
Change-17 (0%)
Value$1.1M (-$181.6K)
Filed 2026-10-14
Frank, Rimerman Advisors LLC
DECREASED
Shares5,840 from 6,167
Change-327 (-5%)
Value$1.1M (-$248.4K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares5,836 from 7,008
Change-1,172 (-17%)
Value$1.1M (-$431.2K)
Filed 2026-11-04
Corundum Group, Inc.
INCREASED
Shares5,730 from 4,610
Change+1,120 (+24%)
Value$1.1M (+$68.1K)
Filed 2026-10-28
Darden Wealth Group Inc
DECREASED
Shares5,725 from 6,450
Change-725 (-11%)
Value$1.1M (-$331.1K)
Filed 2026-11-06
Premier Path Wealth Partners, LLC
DECREASED
Shares5,711 from 6,987
Change-1,276 (-18%)
Value$1.1M (-$450.0K)
Filed 2026-10-16
Hunter Associates Investment Management LLC
INCREASED
Shares5,696 from 4,686
Change+1,010 (+22%)
Value$1.1M (+$46.0K)
Filed 2026-10-26
AlphaCore Capital LLC
DECREASED
Shares5,676 from 6,634
Change-958 (-14%)
Value$1.1M (-$380.0K)
Filed 2026-11-04
Realta Investment Advisors
INCREASED
Shares5,601 from 5,111
Change+490 (+10%)
Value$1.0M (-$64.3K)
Filed 2026-10-14
Tower Trust & Investment Co
INCREASED
Shares5,562 from 5,335
Change+227 (+4%)
Value$1.0M (-$120.0K)
Filed 2026-10-28
Carnegie Lake Advisors LLC
DECREASED
Shares5,556 from 5,656
Change-100 (-2%)
Value$1.0M (-$190.7K)
Filed 2026-11-06
Cherokee Insurance Co
UNCHANGED
Shares5,550 from 5,550
Change0 (0%)
Value$1.0M (-$168.8K)
Filed 2026-11-05
Carmel Capital Partners, LLC
UNCHANGED
Shares5,501 from 5,501
Change0 (0%)
Value$1.0M (-$167.3K)
Filed 2026-11-03
Westside Investment Management, Inc.
DECREASED
Shares5,498 from 5,518
Change-20 (0%)
Value$1.0M (-$163.2K)
Filed 2026-11-02
HRC Wealth Management, LLC
UNCHANGED
Shares5,481 from 5,481
Change0 (0%)
Value$1.0M (-$166.7K)
Filed 2026-10-16
Torrey Growth & Income Advisors
INCREASED
Shares5,480 from 4,883
Change+597 (+12%)
Value$1.0M (-$14.8K)
Filed 2026-11-04
Legacy Wealth Asset Management, LLC
DECREASED
Shares5,457 from 5,494
Change-37 (-1%)
Value$1.0M (-$174.0K)
Filed 2026-10-09
Jeppson Wealth Management, LLC
DECREASED
Shares5,414 from 5,416
Change-2 (0%)
Value$1.0M (-$165.1K)
Filed 2026-10-20
Parrish Capital LLC
INCREASED
Shares5,405 from 4,991
Change+414 (+8%)
Value$1.0M (-$74.8K)
Filed 2026-10-01
Paradigm Asset Management Co LLC
DECREASED
Shares5,400 from 6,480
Change-1,080 (-17%)
Value$1.0M (-$398.1K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares5,395 from 7,407
Change-2,012 (-27%)
Value$1.0M (-$599.6K)
Filed 2026-10-08
Richwood Investment Advisors, LLC
INCREASED
Shares5,389 from 5,057
Change+332 (+7%)
Value$1.0M (-$92.1K)
Filed 2026-10-30
Harmony Asset Management LLC
DECREASED
Shares5,376 from 5,601
Change-225 (-4%)
Value$1.0M (-$212.2K)
Filed 2026-10-20
Clayton Financial Group LLC
UNCHANGED
Shares5,372 from 5,372
Change0 (0%)
Value$999.5K (-$163.4K)
Filed 2026-10-13
Independent Wealth Network Inc.
INCREASED
Shares5,352 from 5,152
Change+200 (+4%)
Value$995.7K (-$119.6K)
Filed 2026-10-19
Langley Wealth Management, LLC
DECREASED
Shares5,323 from 5,646
Change-323 (-6%)
Value$990.3K (-$231.8K)
Filed 2026-11-04
Garde Capital, Inc.
DECREASED
Shares5,312 from 6,317
Change-1,005 (-16%)
Value$988.3K (-$379.1K)
Filed 2026-10-29
Hohimer Wealth Management, LLC
INCREASED
Shares5,299 from 5,035
Change+264 (+5%)
Value$985.9K (-$104.1K)
Filed 2026-11-04
Howard Capital Management, LLC
INCREASED
Shares5,290 from 5,270
Change+20 (+0%)
Value$984.2K (-$156.6K)
Filed 2026-10-16
Ti-Trust, Inc
UNCHANGED
Shares5,277 from 5,277
Change0 (0%)
Value$981.8K (-$160.5K)
Filed 2026-10-21
J. Derek Lewis & Associates Inc.
DECREASED
Shares5,255 from 5,340
Change-85 (-2%)
Value$977.7K (-$178.2K)
Filed 2026-11-03
Dumont & Blake Investment Advisors LLC
INCREASED
Shares5,253 from 5,183
Change+70 (+1%)
Value$977.3K (-$144.6K)
Filed 2026-10-28
Everett Harris & Co
DECREASED
Shares5,242 from 5,246
Change-4 (0%)
Value$975.3K (-$160.3K)
Filed 2026-10-28
Kelleher Financial Advisors
DECREASED
Shares5,219 from 8,962
Change-3,743 (-42%)
Value$971.0K (-$969.0K)
Filed 2026-10-30
First Horizon Corp
DECREASED
Shares5,163 from 5,242
Change-79 (-2%)
Value$960.6K (-$174.2K)
Filed 2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares5,162 from 5,162
Change0 (0%)
Value$960.4K (-$157.0K)
Filed 2026-10-15
Everhart Financial Group, Inc.
DECREASED
Shares5,104 from 6,255
Change-1,151 (-18%)
Value$949.6K (-$404.4K)
Filed 2026-10-08
Global Financial Private Client, LLC
INCREASED
Shares5,104 from 4,913
Change+191 (+4%)
Value$949.6K (-$113.9K)
Filed 2026-10-15
Deltec Asset Management LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$948.9K (-$155.1K)
Filed 2026-10-26
Summit Global Investments
INCREASED
Shares5,052 from 3,048
Change+2,004 (+66%)
Value$940.0K (+$280.0K)
Filed 2026-10-28
Parsons Capital Management Inc
DECREASED
Shares5,044 from 5,594
Change-550 (-10%)
Value$938.4K (-$272.5K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,033 from 4,976
Change+57 (+1%)
Value$936.4K (-$140.8K)
Filed 2026-10-27
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares5,001 from 5,056
Change-55 (-1%)
Value$930.4K (-$164.0K)
Filed 2026-11-02
Burney Co/
INCREASED
Shares4,987 from 4,909
Change+78 (+2%)
Value$927.9K (-$134.8K)
Filed 2026-10-15
Foster Group, Inc.
DECREASED
Shares4,966 from 5,075
Change-109 (-2%)
Value$923.9K (-$174.7K)
Filed 2026-10-13
Sound Income Strategies, LLC
DECREASED
Shares4,958 from 5,256
Change-298 (-6%)
Value$930.8K (-$206.9K)
Filed 2026-10-09
Diversified Enterprises, LLC
DECREASED
Shares4,942 from 7,566
Change-2,624 (-35%)
Value$919.5K (-$718.4K)
Filed 2026-10-19
PCG Asset Management, LLC
INCREASED
Shares4,896 from 1,360
Change+3,536 (+260%)
Value$910.9K (+$616.5K)
Filed 2026-11-05
Heritage Family Offices, LLP
INCREASED
Shares4,895 from 4,856
Change+39 (+1%)
Value$910.7K (-$140.5K)
Filed 2026-11-02
Sage Rhino Capital LLC
DECREASED
Shares4,891 from 5,405
Change-514 (-10%)
Value$910.0K (-$260.1K)
Filed 2026-10-28
Washburn Capital Management, Inc.
DECREASED
Shares4,886 from 6,147
Change-1,261 (-21%)
Value$909.0K (-$421.6K)
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares4,880 from 4,522
Change+358 (+8%)
Value$907.8K (-$71.0K)
Filed 2026-11-02
DSG Capital Advisors, LLC
DECREASED
Shares4,866 from 5,692
Change-826 (-15%)
Value$905.3K (-$330.5K)
Filed 2026-11-05
Annex Advisory Services, LLC
INCREASED
Shares4,862 from 4,594
Change+268 (+6%)
Value$904.6K (-$89.9K)
Filed 2026-10-16
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares4,797 from 10,268
Change-5,471 (-53%)
Value$892.5K (-$1.3M)
Filed 2026-11-06
Aprio Wealth Management, LLC
INCREASED
Shares4,797 from 4,639
Change+158 (+3%)
Value$892.5K (-$111.7K)
Filed 2026-10-28
Indivisible Partners
INCREASED
Shares4,746 from 3,070
Change+1,676 (+55%)
Value$883.1K (+$218.5K)
Filed 2026-10-26
Carson Advisory Inc.
DECREASED
Shares4,738 from 5,055
Change-317 (-6%)
Value$881.5K (-$212.8K)
Filed 2026-11-06
Parkside Financial Bank & Trust
DECREASED
Shares4,736 from 4,763
Change-27 (-1%)
Value$881.1K (-$149.9K)
Filed 2026-10-27
Strategic Blueprint, LLC
INCREASED
Shares4,730 from 4,716
Change+14 (+0%)
Value$880.0K (-$140.9K)
Filed 2026-10-22
PDS Planning, Inc
DECREASED
Shares4,729 from 5,112
Change-383 (-7%)
Value$879.8K (-$226.8K)
Filed 2026-11-03
Rockingstone Advisors LLC
INCREASED
Shares4,728 from 4,615
Change+113 (+2%)
Value$879.6K (-$119.4K)
Filed 2026-10-16
4Wealth Advisors, Inc.
INCREASED
Shares4,722 from 4,279
Change+443 (+10%)
Value$886.2K (-$32.4K)
Filed 2026-10-13
Physicians Financial Services, Inc.
INCREASED
Shares4,653 from 4,565
Change+88 (+2%)
Value$866.0K (-$122.0K)
Filed 2026-11-04
Archer Investment Corp
INCREASED
Shares4,645 from 4,545
Change+100 (+2%)
Value$864.2K (-$119.7K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
DECREASED
Shares4,641 from 4,690
Change-49 (-1%)
Value$863.5K (-$151.8K)
Filed 2026-10-26
Legacy Advisors, LLC
DECREASED
Shares4,597 from 6,498
Change-1,901 (-29%)
Value$855.3K (-$551.4K)
Filed 2026-10-19
Syntax Research, Inc.
INCREASED
Shares4,589 from 4,423
Change+166 (+4%)
Value$853.8K (-$103.7K)
Filed 2026-11-04
InvesTrust
DECREASED
Shares4,570 from 5,396
Change-826 (-15%)
Value$850.2K (-$317.8K)
Filed 2026-10-14
Wealth Quarterback LLC
INCREASED
Shares4,556 from 4,213
Change+343 (+8%)
Value$847.6K (-$64.3K)
Filed 2026-10-20
BNC Wealth Management, LLC
UNCHANGED
Shares4,552 from 4,552
Change0 (0%)
Value$846.9K (-$138.5K)
Filed 2026-10-19
Wallington Asset Management, LLC
UNCHANGED
Shares4,547 from 4,547
Change0 (0%)
Value$846.0K (-$138.3K)
Filed 2026-11-04
Hartford Financial Management Inc.
DECREASED
Shares4,545 from 4,670
Change-125 (-3%)
Value$845.6K (-$165.3K)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares4,523 from 4,315
Change+208 (+5%)
Value$841.5K (-$92.6K)
Filed 2026-10-05
Eclectic Associates Inc
INCREASED
Shares4,512 from 4,449
Change+63 (+1%)
Value$839.4K (-$123.7K)
Filed 2026-10-09
Patrick M Sweeney & Associates, Inc
DECREASED
Shares4,509 from 4,531
Change-22 (0%)
Value$838.9K (-$141.9K)
Filed 2026-10-22
Triton Wealth Management, Pllc
INCREASED
Shares4,475 from 2,866
Change+1,609 (+56%)
Value$784.2K (+$139.5K)
Filed 2026-11-04
Modera Wealth Management, LLC
DECREASED
Shares4,462 from 4,470
Change-8 (0%)
Value$830.1K (-$137.5K)
Filed 2026-10-28
Boltwood Capital Management
INCREASED
Shares4,461 from 4,093
Change+368 (+9%)
Value$830.0K (-$56.0K)
Filed 2026-10-02
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares4,451 from 4,088
Change+363 (+9%)
Value$828.1K (-$56.8K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares4,421 from 4,162
Change+259 (+6%)
Value$822.6K (-$78.4K)
Filed 2026-10-21
Nicholas Hoffman & Company, Llc.
DECREASED
Shares4,379 from 5,004
Change-625 (-12%)
Value$814.7K (-$268.5K)
Filed 2026-10-30
Vertrix Wealth Management, LLC
DECREASED
Shares4,350 from 6,046
Change-1,696 (-28%)
Value$809.2K (-$499.5K)
Filed 2026-10-13
Apollon Financial, LLC
INCREASED
Shares4,335 from 4,330
Change+5 (+0%)
Value$806.5K (-$130.8K)
Filed 2026-10-23
Asset Dedication, LLC
DECREASED
Shares4,326 from 4,694
Change-368 (-8%)
Value$804.8K (-$211.2K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares4,318 from 5,499
Change-1,181 (-21%)
Value$803.4K (-$387.0K)
Filed 2026-11-05
Kingsman Wealth Management, Inc.
DECREASED
Shares4,314 from 4,791
Change-477 (-10%)
Value$802.6K (-$234.5K)
Filed 2026-10-13
Elco Management Co., LLC
INCREASED
Shares4,303 from 4,264
Change+39 (+1%)
Value$800.6K (-$122.5K)
Filed 2026-10-14
Seelaus Asset Management LLC
DECREASED
Shares4,285 from 4,311
Change-26 (-1%)
Value$797.3K (-$136.0K)
Filed 2026-10-14
Quaker Wealth Management, LLC
INCREASED
Shares4,275 from 1,666
Change+2,609 (+157%)
Value$795.4K (+$434.7K)
Filed 2026-10-22
71 West Capital Partners
INCREASED
Shares4,261 from 3,539
Change+722 (+20%)
Value$792.8K (+$26.7K)
Filed 2026-11-04
Certified Advisory Corp
DECREASED
Shares4,259 from 4,369
Change-110 (-3%)
Value$792.4K (-$153.4K)
Filed 2026-10-29
Wisconsin Wealth Advisors, LLC
INCREASED
Shares4,249 from 4,201
Change+48 (+1%)
Value$790.6K (-$118.8K)
Filed 2026-10-08
Edge Wealth Management LLC
INCREASED
Shares4,230 from 2,755
Change+1,475 (+54%)
Value$786.7K (+$190.3K)
Filed 2026-10-13
CRA Financial Services, LLC
INCREASED
Shares4,222 from 4,155
Change+67 (+2%)
Value$785.4K (-$114.0K)
Filed 2026-10-16
Encompass Wealth Advisors, LLC
INCREASED
Shares4,184 from 1,615
Change+2,569 (+159%)
Value$778.6K (+$428.9K)
Filed 2026-10-15
RW Investment Management LLC
INCREASED
Shares4,173 from 4,021
Change+152 (+4%)
Value$776.4K (-$94.0K)
Filed 2026-11-03
Occidental Asset Management, LLC
NEW
Shares4,165
Change+4,165
Value$774.8K
Filed 2026-11-05
Kraematon Investment Advisors, Inc
INCREASED
Shares4,165 from 4,095
Change+70 (+2%)
Value$774.8K (-$111.5K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
INCREASED
Shares4,150 from 4,058
Change+92 (+2%)
Value$772.2K (-$106.3K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares4,120 from 4,041
Change+79 (+2%)
Value$766.5K (-$108.2K)
Filed 2026-10-21
Cravens & Co Advisors, LLC
INCREASED
Shares4,110 from 4,025
Change+85 (+2%)
Value$764.7K (-$106.6K)
Filed 2026-10-16
NWF Advisory Services Inc.
DECREASED
Shares4,106 from 4,382
Change-276 (-6%)
Value$763.9K (-$184.6K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED
Shares4,105 from 7,644
Change-3,539 (-46%)
Value$763.8K (-$891.0K)
Filed 2026-10-08
Avestar Capital, LLC
DECREASED
Shares4,091 from 4,538
Change-447 (-10%)
Value$761.1K (-$221.3K)
Filed 2026-10-28
Breakwater Capital Group
INCREASED
Shares4,065 from 3,294
Change+771 (+23%)
Value$756.3K (+$43.2K)
Filed 2026-10-09
Pavion Blue Capital, LLC
INCREASED
Shares4,059 from 3,934
Change+125 (+3%)
Value$755.2K (-$96.4K)
Filed 2026-11-05
Millennium Capital Advisors, LLC
DECREASED
Shares4,034 from 5,134
Change-1,100 (-21%)
Value$750.6K (-$360.8K)
Filed 2026-10-16
Private Management Group Inc
DECREASED
Shares4,029 from 4,127
Change-98 (-2%)
Value$749.6K (-$143.8K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares4,020
Change+4,020
Value$715
Filed 2026-11-03
Baker Avenue Asset Management, LP
DECREASED
Shares4,013 from 4,785
Change-772 (-16%)
Value$746.6K (-$289.3K)
Filed 2026-11-06
Thoma Capital Management LLC
INCREASED
Shares4,006 from 4,001
Change+5 (+0%)
Value$745.4K (-$120.8K)
Filed 2026-10-19
Secure Asset Management, LLC
DECREASED
Shares4,004 from 4,063
Change-59 (-1%)
Value$744.9K (-$134.5K)
Filed 2026-10-19
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares4,000 from 5,000
Change-1,000 (-20%)
Value$744.0K (-$338.0K)
Filed 2026-10-22
Welch Group, LLC
DECREASED
Shares3,999 from 4,047
Change-48 (-1%)
Value$743.9K (-$132.0K)
Filed 2026-10-29
Raiffeisen Bank International AG
NEW
Shares3,986
Change+3,986
Value$748.1K
Filed 2026-10-28
MBM Wealth Consultants, LLC
DECREASED
Shares3,986 from 3,989
Change-3 (0%)
Value$741.6K (-$121.9K)
Filed 2026-10-20
Silphium Asset Management Ltd
UNCHANGED
Shares3,985 from 3,985
Change0 (0%)
Value$741.4K (-$121.2K)
Filed 2026-10-27
Net Worth Advisory Group
INCREASED
Shares3,962 from 3,673
Change+289 (+8%)
Value$761.7K (-$33.3K)
Filed 2026-10-20
Chapin Davis, Inc.
INCREASED
Shares3,961 from 3,897
Change+64 (+2%)
Value$736.9K (-$106.6K)
Filed 2026-10-09
Bison Wealth, LLC
DECREASED
Shares3,952 from 4,174
Change-222 (-5%)
Value$748.9K (-$230.1K)
Filed 2026-10-13
Fulcrum Wealth Advisors, LLC
DECREASED
Shares3,940 from 3,968
Change-28 (-1%)
Value$733.0K (-$125.9K)
Filed 2026-10-16
Clear Harbor Asset Management, LLC
DECREASED
Shares3,925 from 3,950
Change-25 (-1%)
Value$730.2K (-$124.8K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
DECREASED
Shares3,913 from 3,923
Change-10 (0%)
Value$727.9K (-$121.2K)
Filed 2026-11-03
Wealth Alliance Advisory Group, LLC
INCREASED
Shares3,905 from 3,756
Change+149 (+4%)
Value$726.6K (-$86.5K)
Filed 2026-10-14
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares3,905 from 3,905
Change0 (0%)
Value$726.5K (-$118.8K)
Filed 2026-10-26
Byrne Asset Management LLC
DECREASED
Shares3,896 from 3,908
Change-12 (0%)
Value$749.1K (-$96.8K)
Filed 2026-10-06
Resonant Capital Advisors, LLC
INCREASED
Shares3,888 from 3,851
Change+37 (+1%)
Value$723.4K (-$110.3K)
Filed 2026-10-15
GK Wealth Management LLC
DECREASED
Shares3,874 from 4,251
Change-377 (-9%)
Value$720.8K (-$199.5K)
Filed 2026-10-09
Moss Adams Wealth Advisors LLC
DECREASED
Shares3,866 from 4,429
Change-563 (-13%)
Value$719.2K (-$239.6K)
Filed 2026-10-28
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares3,860 from 3,860
Change0 (0%)
Value$718.2K (-$117.4K)
Filed 2026-11-02
Focused Wealth Management, Inc
DECREASED
Shares3,857 from 4,202
Change-345 (-8%)
Value$717.6K (-$192.0K)
Filed 2026-10-30
Winthrop Advisory Group LLC
DECREASED
Shares3,814 from 4,675
Change-861 (-18%)
Value$709.5K (-$302.4K)
Filed 2026-10-22
First Interstate Bank
INCREASED
Shares3,810 from 3,783
Change+27 (+1%)
Value$708.9K (-$110.1K)
Filed 2026-10-23
Tennessee Valley Asset Management Partners
DECREASED
Shares3,800 from 4,425
Change-625 (-14%)
Value$707.0K (-$250.8K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares3,796 from 3,828
Change-32 (-1%)
Value$706.2K (-$122.4K)
Filed 2026-10-27
Parisi Gray Wealth Management
DECREASED
Shares3,792 from 4,516
Change-724 (-16%)
Value$705.5K (-$272.1K)
Filed 2026-10-16
Lantern Wealth Advisors, LLC
INCREASED
Shares3,791 from 2,861
Change+930 (+33%)
Value$705.3K (+$86.0K)
Filed 2026-10-22
Riverbend Wealth Management, LLC
INCREASED
Shares3,710 from 3,404
Change+306 (+9%)
Value$690.3K (-$46.6K)
Filed 2026-10-15
Professional Advisory Services Inc
UNCHANGED
Shares3,697 from 3,697
Change0 (0%)
Value$688.0K (-$112.0K)
Filed 2026-10-08
Landmark Wealth Management, LLC
DECREASED
Shares3,651 from 3,653
Change-2 (0%)
Value$679.3K (-$111.5K)
Filed 2026-11-03
Founders Capital Management
DECREASED
Shares3,648 from 3,948
Change-300 (-8%)
Value$678.6K (-$175.9K)
Filed 2026-10-13
Lakeside Advisors, Inc.
INCREASED
Shares3,645 from 3,520
Change+125 (+4%)
Value$678.2K (-$83.8K)
Filed 2026-10-20
Gerald Baker Financial Group LLC
DECREASED
Shares3,614 from 3,703
Change-89 (-2%)
Value$672.4K (-$129.2K)
Filed 2026-10-09
Aljian Capital Management, LLC
DECREASED
Shares3,595 from 3,645
Change-50 (-1%)
Value$668.9K (-$120.2K)
Filed 2026-10-28
Symphony Financial, Ltd. Co.
INCREASED
Shares3,591 from 1,207
Change+2,384 (+198%)
Value$675.0K (+$415.4K)
Filed 2026-10-22
Community Bank & Trust, Waco, Texas
INCREASED
Shares3,549 from 3,311
Change+238 (+7%)
Value$660.0K (-$57.0K)
Filed 2026-10-19
Victory Financial Group, LLC
DECREASED
Shares3,533 from 3,595
Change-62 (-2%)
Value$657.3K (-$120.9K)
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares3,525 from 3,939
Change-414 (-11%)
Value$655.9K (-$198.9K)
Filed 2026-10-14
Boston Standard Wealth Management, LLC
UNCHANGED
Shares3,523 from 3,523
Change0 (0%)
Value$655.5K (-$108.1K)
Filed 2026-10-07
Huntleigh Advisors, Inc.
UNCHANGED
Shares3,517 from 3,517
Change0 (0%)
Value$654.3K (-$107.0K)
Filed 2026-11-03
Crescent Sterling, Ltd.
INCREASED
Shares3,512 from 2,133
Change+1,379 (+65%)
Value$653.4K (+$191.7K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,502 from 2,886
Change+616 (+21%)
Value$651.6K (+$26.4K)
Filed 2026-10-13
Insight 2811, Inc.
INCREASED
Shares3,499 from 3,447
Change+52 (+2%)
Value$650.9K (-$95.2K)
Filed 2026-11-06
Essex Bank
DECREASED
Shares3,497 from 3,535
Change-38 (-1%)
Value$650.6K (-$114.6K)
Filed 2026-10-16
Onyx Bridge Wealth Group LLC
DECREASED
Shares3,493 from 3,710
Change-217 (-6%)
Value$649.9K (-$153.2K)
Filed 2026-10-16
Great Diamond Partners, LLC
DECREASED
Shares3,466 from 3,560
Change-94 (-3%)
Value$644.8K (-$125.8K)
Filed 2026-10-13
S.A. Mason LLC
INCREASED
Shares3,465 from 3,447
Change+18 (+1%)
Value$644.7K (-$101.5K)
Filed 2026-10-13
IAG Wealth Partners, LLC
UNCHANGED
Shares3,464 from 3,464
Change0 (0%)
Value$644.5K (-$105.4K)
Filed 2026-11-06
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares3,447 from 3,272
Change+175 (+5%)
Value$641.3K (-$67.0K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
DECREASED
Shares3,446 from 5,092
Change-1,646 (-32%)
Value$641.2K (-$461.1K)
Filed 2026-10-29
Financial Management Network Inc
DECREASED
Shares3,441 from 3,578
Change-137 (-4%)
Value$665.6K (-$99.7K)
Filed 2026-10-09
Independence Bank of Kentucky
INCREASED
Shares3,440 from 3,230
Change+210 (+7%)
Value$640.0K (-$59.2K)
Filed 2026-10-26
Avity Investment Management Inc.
INCREASED
Shares3,437 from 2,880
Change+557 (+19%)
Value$639.5K (+$16.0K)
Filed 2026-10-09
CLG LLC
UNCHANGED
Shares3,426 from 3,426
Change0 (0%)
Value$637.4K (-$104.2K)
Filed 2026-10-13
Conning Inc.
DECREASED
Shares3,425 from 3,488
Change-63 (-2%)
Value$637.2K (-$117.8K)
Filed 2026-10-27
Wynn Capital, LLC
UNCHANGED
Shares3,422 from 3,422
Change0 (0%)
Value$636.7K (-$104.1K)
Filed 2026-10-13
Citadel Investment Advisory, Inc.
DECREASED
Shares3,395 from 3,495
Change-100 (-3%)
Value$632.0K (-$125.0K)
Filed 2026-10-15
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares3,382 from 3,382
Change0 (0%)
Value$629.2K (-$102.9K)
Filed 2026-11-02
Consilium Wealth Advisory, LLC
INCREASED
Shares3,381 from 3,358
Change+23 (+1%)
Value$629.0K (-$97.9K)
Filed 2026-10-14
AM Investment Strategies LLC
INCREASED
Shares3,378 from 2,990
Change+388 (+13%)
Value$628.0K (-$19.0K)
Filed 2026-11-05
Lantz Financial LLC
DECREASED
Shares3,367 from 3,677
Change-310 (-8%)
Value$626.4K (-$169.6K)
Filed 2026-10-15
Interchange Capital Partners, LLC
DECREASED
Shares3,367 from 3,635
Change-268 (-7%)
Value$628.5K (-$158.4K)
Filed 2026-10-28
Formuepleje A/S
DECREASED
Shares3,360 from 5,446
Change-2,086 (-38%)
Value$625.1K (-$553.8K)
Filed 2026-10-15
WealthPlan Investment Management, LLC
DECREASED
Shares3,359 from 3,409
Change-50 (-1%)
Value$624.9K (-$113.0K)
Filed 2026-10-15
Carnegie Investment Counsel
DECREASED
Shares3,353 from 3,585
Change-232 (-6%)
Value$623.8K (-$152.2K)
Filed 2026-10-20
Ellis Investment Partners, LLC
DECREASED
Shares3,351 from 3,449
Change-98 (-3%)
Value$623.5K (-$123.3K)
Filed 2026-10-21
Capstone Capital Management Ltd
DECREASED
Shares3,337 from 11,449
Change-8,112 (-71%)
Value$620.8K (-$173.8K)
Filed 2026-10-21
StoneX Group Inc.
INCREASED
Shares3,319 from 2,873
Change+446 (+16%)
Value$628.1K (+$6.1K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares3,317 from 3,817
Change-500 (-13%)
Value$617.1K (-$209.1K)
Filed 2026-10-29
LexAurum Advisors, LLC
INCREASED
Shares3,310 from 3,307
Change+3 (+0%)
Value$615.8K (-$100.0K)
Filed 2026-10-19
HF Advisory Group, LLC
INCREASED
Shares3,299 from 3,076
Change+223 (+7%)
Value$613.8K (-$52.0K)
Filed 2026-10-09
Grant Private Wealth Management Inc
DECREASED
Shares3,297 from 3,966
Change-669 (-17%)
Value$613.4K (-$245.1K)
Filed 2026-10-19
Falcon Wealth Planning
DECREASED
Shares3,275 from 3,386
Change-111 (-3%)
Value$609.4K (-$123.7K)
Filed 2026-11-06
RM Financial Services, LLC
UNCHANGED
Shares3,271 from 3,271
Change0 (0%)
Value$608.6K (-$99.5K)
Filed 2026-11-03
First National Bank Sioux Falls
NEW
Shares3,268
Change+3,268
Value$608.0K
Filed 2026-10-13
CenterBook Partners LP
NEW
Shares3,252
Change+3,252
Value$605.0K
Filed 2026-11-02
Formidable Asset Management, LLC
DECREASED
Shares3,252 from 3,312
Change-60 (-2%)
Value$704.0K (+$44.8K)
Filed 2026-11-03
Ameliora Wealth Management Ltd.
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$604.7K (-$98.9K)
Filed 2026-10-23
Cornerstone Wealth Group, LLC
INCREASED
Shares3,240 from 2,615
Change+625 (+24%)
Value$602.8K (+$36.7K)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares3,226 from 3,214
Change+12 (+0%)
Value$600.1K (-$95.5K)
Filed 2026-10-02
Droms Strauss Advisors Inc
DECREASED
Shares3,221 from 3,569
Change-348 (-10%)
Value$599.3K (-$173.3K)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares3,201 from 3,134
Change+67 (+2%)
Value$595.5K (-$82.9K)
Filed 2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares3,199 from 3,337
Change-138 (-4%)
Value$609.3K (-$87.0K)
Filed 2026-10-21
Firethorn Wealth Partners, LLC
INCREASED
Shares3,185 from 3,093
Change+92 (+3%)
Value$592.5K (-$77.0K)
Filed 2026-10-14
Southern Capital Advisors, LLC
UNCHANGED
Shares3,182 from 3,182
Change0 (0%)
Value$592.0K (-$96.8K)
Filed 2026-10-26
BigSur Wealth Management LLC
UNCHANGED
Shares3,180 from 3,180
Change0 (0%)
Value$591.6K (-$96.7K)
Filed 2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares3,168 from 3,592
Change-424 (-12%)
Value$589.4K (-$188.2K)
Filed 2026-10-26
Global Assets Advisory, LLC
DECREASED
Shares3,163 from 3,178
Change-15 (0%)
Value$610.0K (-$82.8K)
Filed 2026-10-28
Anchor Capital Advisors LLC
DECREASED
Shares3,161 from 3,463
Change-302 (-9%)
Value$588.1K (-$161.4K)
Filed 2026-11-05
Facet Wealth, Inc.
DECREASED
Shares3,158 from 3,923
Change-765 (-19%)
Value$587.5K (-$261.7K)
Filed 2026-11-04
Valmark Advisers, Inc.
DECREASED
Shares3,157 from 3,204
Change-47 (-1%)
Value$587.3K (-$106.2K)
Filed 2026-11-06
Gradient Investments LLC
DECREASED
Shares3,148 from 5,681
Change-2,533 (-45%)
Value$585.6K (-$644.1K)
Filed 2026-10-08
Ironwood Financial, llc
INCREASED
Shares3,147 from 2,950
Change+197 (+7%)
Value$585.5K (-$50.3K)
Filed 2026-10-20
Montz Harcus Wealth Management LLC
DECREASED
Shares3,103 from 3,297
Change-194 (-6%)
Value$577.3K (-$136.4K)
Filed 2026-10-09
Univest Financial Corp
INCREASED
Shares3,099 from 3,053
Change+46 (+2%)
Value$576.6K (-$84.3K)
Filed 2026-11-05
Cypress Capital Group
DECREASED
Shares3,092 from 3,142
Change-50 (-2%)
Value$575.3K (-$104.9K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
NEW
Shares3,091
Change+3,091
Value$575.1K
Filed 2026-10-13
Valley National Advisers Inc
DECREASED
Shares3,085 from 3,741
Change-656 (-18%)
Value$574.0K (-$235.9K)
Filed 2026-10-23
Miramontes Capital, LLC
DECREASED
Shares3,078 from 3,357
Change-279 (-8%)
Value$572.7K (-$154.0K)
Filed 2026-10-19
Goelzer Investment Management, Inc.
DECREASED
Shares3,073 from 3,158
Change-85 (-3%)
Value$571.7K (-$111.9K)
Filed 2026-10-16
Trust Co of Vermont
INCREASED
Shares3,069 from 2,912
Change+157 (+5%)
Value$571.0K (-$59.4K)
Filed 2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$569.3K (-$93.1K)
Filed 2026-10-23
Garner Asset Management Corp
DECREASED
Shares3,044 from 3,559
Change-515 (-14%)
Value$573.2K (-$197.7K)
Filed 2026-10-30
Csenge Advisory Group
INCREASED
Shares3,024 from 2,209
Change+815 (+37%)
Value$562.6K (+$84.5K)
Filed 2026-11-04
Oarsman Capital, Inc.
INCREASED
Shares3,009 from 3,001
Change+8 (+0%)
Value$559.9K (-$89.7K)
Filed 2026-11-05
Narwhal Capital Management
UNCHANGED
Shares2,980 from 2,980
Change0 (0%)
Value$554.4K (-$90.7K)
Filed 2026-11-04
Weil Company, Inc.
DECREASED
Shares2,946 from 3,429
Change-483 (-14%)
Value$548.1K (-$194.1K)
Filed 2026-10-14
Alliance Wealth Advisors, LLC
DECREASED
Shares2,942 from 3,709
Change-767 (-21%)
Value$547.4K (-$255.5K)
Filed 2026-10-28
Emprise Bank
UNCHANGED
Shares2,931 from 2,931
Change0 (0%)
Value$545.3K (-$89.2K)
Filed 2026-10-07
Davidson Trust Co
DECREASED
Shares2,925 from 3,362
Change-437 (-13%)
Value$544.2K (-$183.6K)
Filed 2026-10-09
Triad Wealth Partners, LLC
INCREASED
Shares2,920 from 2,223
Change+697 (+31%)
Value$543.3K (+$24.2K)
Filed 2026-10-26
Altfest L J & Co Inc
DECREASED
Shares2,913 from 10,884
Change-7,971 (-73%)
Value$542.0K (-$1.8M)
Filed 2026-10-27
Nadler Financial Group, Inc.
UNCHANGED
Shares2,906 from 2,906
Change0 (0%)
Value$540.7K (-$88.4K)
Filed 2026-10-23
Allegheny Financial Group
INCREASED
Shares2,901 from 2,832
Change+69 (+2%)
Value$539.8K (-$73.3K)
Filed 2026-11-05
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$539.5K (-$88.2K)
Filed 2026-11-06
Capital Advisors Wealth Management, LLC
DECREASED
Shares2,899 from 2,901
Change-2 (0%)
Value$539.4K (-$88.6K)
Filed 2026-10-09
Shoker Investment Counsel, Inc.
UNCHANGED
Shares2,887 from 2,887
Change0 (0%)
Value$537.3K (-$87.8K)
Filed 2026-11-04
Sippican Capital Advisors
DECREASED
Shares2,845 from 2,939
Change-94 (-3%)
Value$529.3K (-$106.9K)
Filed 2026-10-23
BLB&B Advisors, LLC
DECREASED
Shares2,844 from 4,111
Change-1,267 (-31%)
Value$529.1K (-$360.8K)
Filed 2026-10-27
MSH Capital Advisors LLC
INCREASED
Shares2,841 from 2,819
Change+22 (+1%)
Value$528.6K (-$81.7K)
Filed 2026-11-03
Forum Financial Management, LP
INCREASED
Shares2,836 from 2,815
Change+21 (+1%)
Value$527.6K (-$81.7K)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
INCREASED
Shares2,834 from 2,697
Change+137 (+5%)
Value$527.3K (-$56.6K)
Filed 2026-10-16
Oak Harvest Investment Services
DECREASED
Shares2,828 from 2,975
Change-147 (-5%)
Value$526.1K (-$117.8K)
Filed 2026-10-20
Opinicus Capital, Inc.
INCREASED
Shares2,820 from 2,810
Change+10 (+0%)
Value$524.7K (-$83.6K)
Filed 2026-10-28
Northstar Asset Management Co
UNCHANGED
Shares2,817 from 2,817
Change0 (0%)
Value$541.7K (-$48.6K)
Filed 2026-10-22
PFG Advisors
DECREASED
Shares2,816 from 3,290
Change-474 (-14%)
Value$523.9K (-$188.4K)
Filed 2026-10-16
Chatham Capital Group, Inc.
UNCHANGED
Shares2,813 from 2,813
Change0 (0%)
Value$523.4K (-$85.6K)
Filed 2026-10-16
Adamsbrown Wealth Consultants LLC
INCREASED
Shares2,803 from 2,748
Change+55 (+2%)
Value$521.5K (-$73.4K)
Filed 2026-10-20
Advisor OS, LLC
DECREASED
Shares2,793 from 2,819
Change-26 (-1%)
Value$519.6K (-$90.6K)
Filed 2026-11-03
Trek Financial, LLC
DECREASED
Shares2,774 from 4,371
Change-1,597 (-37%)
Value$516.2K (-$430.1K)
Filed 2026-10-29
Sovran Advisors, LLC
DECREASED
Shares2,761 from 3,084
Change-323 (-10%)
Value$476.7K (-$206.5K)
Filed 2026-11-02
Curbstone Financial Management Corp
INCREASED
Shares2,756 from 2,606
Change+150 (+6%)
Value$512.8K (-$51.4K)
Filed 2026-10-21
Account Management LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$511.6K (-$83.7K)
Filed 2026-11-04
Baker Boyer National Bank
DECREASED
Shares2,715 from 2,716
Change-1 (0%)
Value$505.1K (-$82.8K)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares2,713 from 2,786
Change-73 (-3%)
Value$504.8K (-$98.3K)
Filed 2026-11-04
First Nebraska Trust Co
UNCHANGED
Shares2,710 from 2,710
Change0 (0%)
Value$504.2K (-$82.4K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
DECREASED
Shares2,707 from 2,733
Change-26 (-1%)
Value$503.6K (-$88.0K)
Filed 2026-10-15
Lodestone Wealth Management LLC
UNCHANGED
Shares2,707 from 2,707
Change0 (0%)
Value$503.6K (-$82.3K)
Filed 2026-10-14
Worthington Financial Partners, LLC
INCREASED
Shares2,705 from 2,697
Change+8 (+0%)
Value$503.3K (-$80.6K)
Filed 2026-10-13
Fell Capital Management
DECREASED
Shares2,690 from 2,815
Change-125 (-4%)
Value$500.5K (-$108.9K)
Filed 2026-10-09
Arista Wealth Management, LLC
INCREASED
Shares2,685 from 1,232
Change+1,453 (+118%)
Value$499.5K (+$232.9K)
Filed 2026-10-29
Enterprise Financial Services Corp
DECREASED
Shares2,684 from 2,701
Change-17 (-1%)
Value$499.4K (-$85.3K)
Filed 2026-11-03
Rise Advisors, LLC
DECREASED
Shares2,667 from 3,051
Change-384 (-13%)
Value$496.2K (-$164.3K)
Filed 2026-10-16
Catalyst Financial Partners LLC
INCREASED
Shares2,658 from 2,610
Change+48 (+2%)
Value$494.5K (-$70.5K)
Filed 2026-11-06
Cornerstone Advisory, LLC
DECREASED
Shares2,657 from 2,670
Change-13 (0%)
Value$494.3K (-$83.6K)
Filed 2026-11-06
Intrua Financial, LLC
DECREASED
Shares2,647 from 2,696
Change-49 (-2%)
Value$492.4K (-$91.3K)
Filed 2026-10-28
ANB Bank
DECREASED
Shares2,646 from 2,668
Change-22 (-1%)
Value$492.3K (-$85.3K)
Filed 2026-10-09
NBZ Investment Advisors LLC
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$490.2K (-$80.2K)
Filed 2026-10-30
Laurel OAK Wealth Management, LLC
INCREASED
Shares2,622 from 2,612
Change+10 (+0%)
Value$487.8K (-$77.6K)
Filed 2026-10-19
Pathway Financial Advisors LLC
INCREASED
Shares2,594 from 2,584
Change+10 (+0%)
Value$482.6K (-$102.6K)
Filed 2026-10-07
Harbour Trust & Investment Management Co
DECREASED
Shares2,593 from 2,765
Change-172 (-6%)
Value$482.4K (-$116.1K)
Filed 2026-10-28
Koenig Investment Advisory, LLC
DECREASED
Shares2,592 from 4,157
Change-1,565 (-38%)
Value$482.3K (-$417.6K)
Filed 2026-10-09
Quad-Cities Investment Group, LLC
UNCHANGED
Shares2,590 from 2,590
Change0 (0%)
Value$481.9K (-$78.8K)
Filed 2026-10-16
Exchange Bank
DECREASED
Shares2,587 from 2,597
Change-10 (0%)
Value$481.3K (-$80.9K)
Filed 2026-10-07
Financial Synergies Wealth Advisors, Inc.
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$478.1K (-$78.2K)
Filed 2026-10-16
Mainstream Capital Management LLC
INCREASED
Shares2,565 from 1,939
Change+626 (+32%)
Value$477.2K (+$57.5K)
Filed 2026-10-23
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares2,561 from 2,661
Change-100 (-4%)
Value$476.5K (-$99.6K)
Filed 2026-10-14
Pioneer Trust Bank N A
INCREASED
Shares2,560 from 2,510
Change+50 (+2%)
Value$476.3K (-$67.1K)
Filed 2026-11-06
Crescent Grove Advisors, LLC
INCREASED
Shares2,547 from 2,037
Change+510 (+25%)
Value$473.9K (+$32.9K)
Filed 2026-10-21
Toth Financial Advisory Corp
DECREASED
Shares2,547 from 2,680
Change-133 (-5%)
Value$473.9K (-$106.3K)
Filed 2026-10-08
Aspiriant, LLC
INCREASED
Shares2,532 from 2,485
Change+47 (+2%)
Value$471.1K (-$66.9K)
Filed 2026-10-16
Yoffe Investment Management, LLC
UNCHANGED
Shares2,526 from 2,526
Change0 (0%)
Value$470.0K (-$76.8K)
Filed 2026-11-02
Bensler, LLC
DECREASED
Shares2,522 from 2,900
Change-378 (-13%)
Value$469.2K (-$158.5K)
Filed 2026-11-05
Signature Wealth Management Partners, LLC
UNCHANGED
Shares2,518 from 2,518
Change0 (0%)
Value$468.5K (-$76.6K)
Filed 2026-10-21
Finivi Inc.
DECREASED
Shares2,505 from 2,560
Change-55 (-2%)
Value$466.1K (-$88.1K)
Filed 2026-10-13
Elite Wealth Management, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$465.1K (-$76.1K)
Filed 2026-11-03
Mattern Wealth Management LLC
DECREASED
Shares2,491 from 3,091
Change-600 (-19%)
Value$463.5K (-$205.7K)
Filed 2026-11-04
Kennebec Savings Bank
UNCHANGED
Shares2,491 from 2,491
Change0 (0%)
Value$463.5K (-$75.8K)
Filed 2026-10-22
Leo Wealth, LLC
NEW
Shares2,479
Change+2,479
Value$461.2K
Filed 2026-10-26
Noesis Capital Mangement Corp
UNCHANGED
Shares2,476 from 2,476
Change0 (0%)
Value$460.7K (-$75.3K)
Filed 2026-10-26
Sanders Morris Harris LLC
NEW
Shares2,475
Change+2,475
Value$462.0K
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares2,467 from 2,467
Change0 (0%)
Value$533.9K ($0)
Filed 2026-10-26
Summit Wealth Group LLC / Co
DECREASED
Shares2,465 from 3,722
Change-1,257 (-34%)
Value$458.7K (-$347.1K)
Filed 2026-10-29
Harbor Investment Advisory, LLC
INCREASED
Shares2,465 from 2,173
Change+292 (+13%)
Value$458.6K (-$11.8K)
Filed 2026-10-13
Vantage Investment Partners, LLC
UNCHANGED
Shares2,448 from 2,448
Change0 (0%)
Value$455.5K (-$74.5K)
Filed 2026-10-27
Forbes J M & Co LLP
INCREASED
Shares2,445 from 2,436
Change+9 (+0%)
Value$454.9K (-$72.4K)
Filed 2026-10-16
S. R. Schill & Associates
UNCHANGED
Shares2,441 from 2,441
Change0 (0%)
Value$454.1K (-$74.2K)
Filed 2026-10-20
Sky Investment Group LLC
NEW
Shares2,432
Change+2,432
Value$452.5K
Filed 2026-10-30
Worth Financial Advisory Group, LLC
DECREASED
Shares2,431 from 3,046
Change-615 (-20%)
Value$452.3K (-$207.1K)
Filed 2026-10-19
CFS Investment Advisory Services, LLC
DECREASED
Shares2,430 from 2,456
Change-26 (-1%)
Value$461.3K (-$95.0K)
Filed 2026-10-19
Arbor Wealth Advisors LLC
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$452.1K (-$73.9K)
Filed 2026-10-09
Wealth Group, Ltd.
DECREASED
Shares2,425 from 4,565
Change-2,140 (-47%)
Value$451.0K (-$537.0K)
Filed 2026-10-30
First Command Advisory Services, Inc.
DECREASED
Shares2,412 from 5,184
Change-2,772 (-53%)
Value$448.8K (-$673.4K)
Filed 2026-11-05
Providence Wealth Advisors, LLC
UNCHANGED
Shares2,404 from 2,404
Change0 (0%)
Value$465.3K (-$74.5K)
Filed 2026-10-29
Adell Harriman & Carpenter Inc
UNCHANGED
Shares2,395 from 2,395
Change0 (0%)
Value$445.6K (-$72.9K)
Filed 2026-11-02
Asset One Wealth Management LLC
INCREASED
Shares2,394 from 2,207
Change+187 (+8%)
Value$445.4K (-$36.0K)
Filed 2026-11-02
North Star Investment Management Corp.
DECREASED
Shares2,387 from 2,394
Change-7 (0%)
Value$444.1K (-$74.1K)
Filed 2026-10-27
Eubel Brady & Suttman Asset Management Inc
DECREASED
Shares2,372 from 2,432
Change-60 (-2%)
Value$441.0K (-$85.0K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,369 from 2,229
Change+140 (+6%)
Value$440.8K (-$41.8K)
Filed 2026-10-29
TrueWealth Advisors, LLC
INCREASED
Shares2,365 from 1,648
Change+717 (+44%)
Value$440.0K (+$83.3K)
Filed 2026-10-09
MFG Investments, LLC
NEW
Shares2,361
Change+2,361
Value$439.3K
Filed 2026-10-30
Generali Asset Management SPA SGR
INCREASED
Shares2,360 from 2,068
Change+292 (+14%)
Value$439.1K (-$8.6K)
Filed 2026-10-26
Trilogy Capital Inc.
INCREASED
Shares2,359 from 2,197
Change+162 (+7%)
Value$438.9K (-$36.7K)
Filed 2026-10-20
Income Insurance Ltd
UNCHANGED
Shares2,358 from 2,358
Change0 (0%)
Value$438.7K (-$71.7K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
DECREASED
Shares2,355 from 2,389
Change-34 (-1%)
Value$438.2K (-$79.0K)
Filed 2026-11-02
Investment House LLC
DECREASED
Shares2,345 from 13,305
Change-10,960 (-82%)
Value$436.3K (-$2.4M)
Filed 2026-10-21
Mission Financial Group, LLC
INCREASED
Shares2,344 from 2,040
Change+304 (+15%)
Value$436.1K (-$5.5K)
Filed 2026-10-21
Park National Corp
DECREASED
Shares2,340 from 2,640
Change-300 (-11%)
Value$435.4K (-$136.1K)
Filed 2026-10-05
Arbor Investment Advisors, LLC
UNCHANGED
Shares2,324 from 2,324
Change0 (0%)
Value$432.4K (-$70.7K)
Filed 2026-10-26
Simon Quick Advisors, LLC
INCREASED
Shares2,323 from 2,239
Change+84 (+4%)
Value$432.2K (-$52.5K)
Filed 2026-10-26
SJS Investment Consulting Inc.
DECREASED
Shares2,310 from 2,359
Change-49 (-2%)
Value$429.8K (-$80.9K)
Filed 2026-10-26
Terril Brothers, Inc.
UNCHANGED
Shares2,308 from 2,308
Change0 (0%)
Value$429.4K (-$70.2K)
Filed 2026-11-06
Mitchell & Pahl Private Wealth, LLC
UNCHANGED
Shares2,307 from 2,307
Change0 (0%)
Value$429.2K (-$70.2K)
Filed 2026-10-14
Investment Partners, Ltd.
INCREASED
Shares2,300 from 1,659
Change+641 (+39%)
Value$428.0K (+$68.8K)
Filed 2026-10-29
Heritage Wealth Management, Inc.
UNCHANGED
Shares2,292 from 2,292
Change0 (0%)
Value$426.4K (-$69.7K)
Filed 2026-10-28
Alta Capital Management LLC/
DECREASED
Shares2,290 from 2,868
Change-578 (-20%)
Value$426.1K (-$194.8K)
Filed 2026-10-26
Evanson Financial, LLC
DECREASED
Shares2,289 from 2,389
Change-100 (-4%)
Value$425.9K (-$91.3K)
Filed 2026-10-23
Kercheville Advisors, LLC
DECREASED
Shares2,284 from 2,914
Change-630 (-22%)
Value$424.9K (-$205.8K)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares2,284 from 2,213
Change+71 (+3%)
Value$421.8K (-$57.3K)
Filed 2026-10-15
Angeles Wealth Management, LLC
DECREASED
Shares2,281 from 2,691
Change-410 (-15%)
Value$424.4K (-$158.1K)
Filed 2026-10-26
Denver PWM, LLC
UNCHANGED
Shares2,264 from 2,264
Change0 (0%)
Value$421.2K (-$103.3K)
Filed 2026-10-22
Money Concepts Capital Corp
DECREASED
Shares2,263 from 2,310
Change-47 (-2%)
Value$421.0K (-$79.0K)
Filed 2026-11-06
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares2,261 from 5,179
Change-2,918 (-56%)
Value$421.0K (-$700.0K)
Filed 2026-11-05
Grandview Asset Management LLC
DECREASED
Shares2,240 from 3,070
Change-830 (-27%)
Value$416.8K (-$247.7K)
Filed 2026-10-19
Ervin Investment Management, LLC
INCREASED
Shares2,225 from 2,005
Change+220 (+11%)
Value$414.0K (-$20.1K)
Filed 2026-10-23
Cooper Financial Group
DECREASED
Shares2,218 from 3,081
Change-863 (-28%)
Value$412.7K (-$254.3K)
Filed 2026-10-07
MMA Asset Management LLC
INCREASED
Shares2,207 from 1,798
Change+409 (+23%)
Value$410.6K (+$21.4K)
Filed 2026-11-02
Westover Capital Advisors, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$409.3K (-$66.9K)
Filed 2026-10-26
KWB Wealth
UNCHANGED
Shares2,198 from 2,198
Change0 (0%)
Value$409.0K (-$66.9K)
Filed 2026-10-16
McHugh Group, LLC
DECREASED
Shares2,197 from 2,267
Change-70 (-3%)
Value$408.7K (-$82.0K)
Filed 2026-10-19
Campbell Newman Asset Management Inc
DECREASED
Shares2,197 from 2,238
Change-41 (-2%)
Value$408.8K (-$75.7K)
Filed 2026-10-22
Clarus Group, Inc.
UNCHANGED
Shares2,194 from 2,194
Change0 (0%)
Value$408.2K (-$66.7K)
Filed 2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares2,191 from 2,250
Change-59 (-3%)
Value$407.6K (-$79.4K)
Filed 2026-10-29
Livet Wealth, LLC
INCREASED
Shares2,187 from 1,990
Change+197 (+10%)
Value$406.9K (-$23.9K)
Filed 2026-10-27
Capital Advantage, Inc.
UNCHANGED
Shares2,187 from 2,187
Change0 (0%)
Value$406.8K (-$66.5K)
Filed 2026-10-14
TFB Advisors LLC
INCREASED
Shares2,166 from 1,020
Change+1,146 (+112%)
Value$403.0K (+$182.2K)
Filed 2026-11-02
PVG Asset Management Corp
DECREASED
Shares2,150 from 2,225
Change-75 (-3%)
Value$400.0K (-$81.6K)
Filed 2026-10-19
Central Valley Advisors, LLC
DECREASED
Shares2,145 from 2,545
Change-400 (-16%)
Value$399.0K (-$151.8K)
Filed 2026-10-27
First National Trust Co
DECREASED
Shares2,144 from 2,471
Change-327 (-13%)
Value$398.9K (-$136.0K)
Filed 2026-10-28
Eagle Bluffs Wealth Management LLC
INCREASED
Shares2,139 from 2,025
Change+114 (+6%)
Value$398.0K (-$40.4K)
Filed 2026-10-20
Uhlmann Price Securities, LLC
DECREASED
Shares2,134 from 2,535
Change-401 (-16%)
Value$397.0K (-$151.7K)
Filed 2026-11-03
Kentucky Trust Co
DECREASED
Shares2,133 from 2,233
Change-100 (-4%)
Value$396.8K (-$86.5K)
Filed 2026-10-15
Integris Wealth Management, LLC
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$395.4K (-$64.6K)
Filed 2026-10-14
Journey Advisory Group, LLC
UNCHANGED
Shares2,123 from 2,123
Change0 (0%)
Value$395.0K (-$64.6K)
Filed 2026-11-04
High Net Worth Advisory Group LLC
INCREASED
Shares2,117 from 2,005
Change+112 (+6%)
Value$393.9K (-$40.2K)
Filed 2026-10-26
Gradient Capital Advisors, LLC
INCREASED
Shares2,110 from 1,768
Change+342 (+19%)
Value$392.6K (+$9.8K)
Filed 2026-10-21
Schear Investment Advisers, LLC
NEW
Shares2,107
Change+2,107
Value$392.1K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares2,107 from 2,211
Change-104 (-5%)
Value$392.1K (-$86.6K)
Filed 2026-10-14
Promethium Advisors,llc
DECREASED
Shares2,105 from 7,105
Change-5,000 (-70%)
Value$391.6K (-$1.1M)
Filed 2026-10-19
C2c Wealth Management, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$390.7K (-$63.9K)
Filed 2026-10-20
Bennett Selby Investments LP
DECREASED
Shares2,097 from 2,269
Change-172 (-8%)
Value$390.1K (-$101.0K)
Filed 2026-10-19
Roman Butler Fullerton & Co
INCREASED
Shares2,096 from 2,032
Change+64 (+3%)
Value$401.4K (-$36.5K)
Filed 2026-10-27
City State Bank
UNCHANGED
Shares2,093 from 2,093
Change0 (0%)
Value$389.4K (-$63.7K)
Filed 2026-10-20
Triumph Capital Management
DECREASED
Shares2,084 from 3,016
Change-932 (-31%)
Value$387.7K (-$265.1K)
Filed 2026-10-14
Midwest Financial Partners Investments, Inc.
INCREASED
Shares2,076 from 1,837
Change+239 (+13%)
Value$386.2K (-$11.4K)
Filed 2026-10-08
Capital Investment Counsel, Inc
INCREASED
Shares2,069 from 1,869
Change+200 (+11%)
Value$385.0K (-$19.7K)
Filed 2026-10-20
United Advisor Group, LLC
DECREASED
Shares2,068 from 2,165
Change-97 (-4%)
Value$384.8K (-$83.9K)
Filed 2026-11-03
Carlson Financial, Inc.
DECREASED
Shares2,060 from 2,720
Change-660 (-24%)
Value$383.3K (-$205.5K)
Filed 2026-11-05
Leeward Financial Partners, LLC
UNCHANGED
Shares2,060 from 2,060
Change0 (0%)
Value$383.3K (-$62.7K)
Filed 2026-10-23
Waldron Private Wealth LLC
DECREASED
Shares2,058 from 2,125
Change-67 (-3%)
Value$382.9K (-$77.1K)
Filed 2026-11-02
Anchyra Partners LLC
INCREASED
Shares2,049 from 1,560
Change+489 (+31%)
Value$381.2K (+$43.5K)
Filed 2026-10-13
Decision Investments, Inc
UNCHANGED
Shares2,031 from 2,031
Change0 (0%)
Value$377.9K (-$61.8K)
Filed 2026-10-07
Saxony Capital Management, LLC
UNCHANGED
Shares2,030 from 2,030
Change0 (0%)
Value$377.7K (-$61.8K)
Filed 2026-10-15
Key FInancial Inc
DECREASED
Shares2,029 from 2,036
Change-7 (0%)
Value$377.5K (-$63.2K)
Filed 2026-11-02
Accurate Wealth Management, LLC
DECREASED
Shares2,020 from 2,455
Change-435 (-18%)
Value$376.8K (-$168.9K)
Filed 2026-10-20
Trust Point Inc.
NEW
Shares2,019
Change+2,019
Value$375.6K
Filed 2026-10-27
Tred Avon Family Wealth, LLC
UNCHANGED
Shares2,019 from 2,019
Change0 (0%)
Value$375.6K (-$61.4K)
Filed 2026-10-20
Steinberganna Wealth Management
INCREASED
Shares2,011 from 1,988
Change+23 (+1%)
Value$374.1K (-$56.2K)
Filed 2026-10-23
Goldstein Advisors, LLC
DECREASED
Shares2,010 from 2,042
Change-32 (-2%)
Value$374.0K (-$68.1K)
Filed 2026-10-15
Kanawha Capital Management LLC
UNCHANGED
Shares2,007 from 2,007
Change0 (0%)
Value$373.4K (-$61.1K)
Filed 2026-10-19
Ping Capital Management, Inc.
INCREASED
Shares2,000 from 1,000
Change+1,000 (+100%)
Value$372.1K (+$155.6K)
Filed 2026-10-13
Whitener Capital Management, Inc.
INCREASED
Shares1,988 from 1,969
Change+19 (+1%)
Value$369.9K (-$56.4K)
Filed 2026-10-15
Skyline Advisors, Inc.
UNCHANGED
Shares1,977 from 1,977
Change0 (0%)
Value$367.8K (-$60.1K)
Filed 2026-11-03
Lighthouse Financial Services Inc
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$366.1K (-$64.0K)
Filed 2026-11-02
Souders Financial Advisors
DECREASED
Shares1,967 from 2,025
Change-58 (-3%)
Value$366.0K (-$72.4K)
Filed 2026-11-03
Abel Hall, LLC
DECREASED
Shares1,948 from 2,089
Change-141 (-7%)
Value$362.4K (-$89.8K)
Filed 2026-10-19
BlueChip Wealth Advisors LLC
UNCHANGED
Shares1,945 from 1,945
Change0 (0%)
Value$361.9K (-$59.2K)
Filed 2026-11-03
Trueblood Wealth Management, LLC
DECREASED
Shares1,944 from 2,892
Change-948 (-33%)
Value$361.7K (-$264.4K)
Filed 2026-10-23
TBH Global Asset Management, LLC
DECREASED
Shares1,942 from 2,216
Change-274 (-12%)
Value$361.3K (-$118.4K)
Filed 2026-11-03
Financial Insights, Inc.
INCREASED
Shares1,934 from 1,784
Change+150 (+8%)
Value$359.9K (-$26.4K)
Filed 2026-10-27
LAM Group, Inc.
UNCHANGED
Shares1,926 from 1,926
Change0 (0%)
Value$358.3K (-$58.6K)
Filed 2026-10-26
WBH Advisory Inc
DECREASED
Shares1,923 from 1,973
Change-50 (-3%)
Value$357.8K (-$69.3K)
Filed 2026-11-05
Northern Capital Management, Inc.
DECREASED
Shares1,921 from 1,992
Change-71 (-4%)
Value$357.4K (-$73.8K)
Filed 2026-11-05
bLong Financial, LLC
DECREASED
Shares1,909 from 2,010
Change-101 (-5%)
Value$355.2K (-$79.9K)
Filed 2026-10-29
JGP Wealth Management, LLC
INCREASED
Shares1,898 from 1,843
Change+55 (+3%)
Value$353.1K (-$46.0K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
DECREASED
Shares1,897 from 1,979
Change-82 (-4%)
Value$353.0K (-$75.5K)
Filed 2026-10-30
Columbia Asset Management
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$352.9K (-$57.7K)
Filed 2026-10-19
Evolution Wealth Management Inc.
INCREASED
Shares1,896 from 352
Change+1,544 (+439%)
Value$352.8K (+$276.6K)
Filed 2026-10-28
SFE Investment Counsel
INCREASED
Shares1,892 from 1,267
Change+625 (+49%)
Value$352.0K (+$77.7K)
Filed 2026-10-29
City Holding Co
DECREASED
Shares1,890 from 1,965
Change-75 (-4%)
Value$351.6K (-$73.7K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,886 from 1,886
Change0 (0%)
Value$350.9K (-$57.4K)
Filed 2026-10-05
Connecticut Wealth Management, LLC
INCREASED
Shares1,882 from 1,322
Change+560 (+42%)
Value$350.1K (+$64.0K)
Filed 2026-10-13
Burton Enright Welch
DECREASED
Shares1,879 from 1,896
Change-17 (-1%)
Value$349.6K (-$60.9K)
Filed 2026-11-04
ACT Wealth Management, LLC
INCREASED
Shares1,878 from 1,863
Change+15 (+1%)
Value$349.3K (-$53.9K)
Filed 2026-10-09
Pflug Koory, LLC
DECREASED
Shares1,876 from 1,901
Change-25 (-1%)
Value$349.0K (-$62.5K)
Filed 2026-10-26
AGH Wealth Advisors, LLC
DECREASED
Shares1,873 from 1,912
Change-39 (-2%)
Value$348.5K (-$65.4K)
Filed 2026-10-26
Nabity-Jensen Investment Management Inc
DECREASED
Shares1,870 from 1,918
Change-48 (-2%)
Value$347.9K (-$67.3K)
Filed 2026-10-23
Rakuten Securities, Inc.
INCREASED
Shares1,865 from 994
Change+871 (+88%)
Value$347.0K (+$131.8K)
Filed 2026-11-02
Rydar Equities, Inc.
DECREASED
Shares1,863 from 3,863
Change-2,000 (-52%)
Value$350.8K (-$481.7K)
Filed 2026-10-13
Accel Wealth Management
DECREASED
Shares1,860 from 1,868
Change-8 (0%)
Value$346.0K (-$58.3K)
Filed 2026-10-13
BankPlus Trust Department
INCREASED
Shares1,856 from 198
Change+1,658 (+837%)
Value$345.3K (+$302.4K)
Filed 2026-11-06
Jm2 Capital Inc.
INCREASED
Shares1,854 from 1,822
Change+32 (+2%)
Value$344.9K (-$49.5K)
Filed 2026-10-14
WMG Financial Advisors, LLC
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$398.3K ($0)
Filed 2026-10-28
Vaughan David Investments LLC
UNCHANGED
Shares1,839 from 1,839
Change0 (0%)
Value$342.0K (-$56.0K)
Filed 2026-11-05
ACT Advisors, Llc.
INCREASED
Shares1,838 from 1,774
Change+64 (+4%)
Value$342.0K (-$42.1K)
Filed 2026-10-15
TriaGen Wealth Management LLC
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$341.6K (-$55.9K)
Filed 2026-10-14
Ariston Services Group
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$341.4K (-$55.8K)
Filed 2026-10-16
Cromwell Holdings LLC
DECREASED
Shares1,832 from 2,472
Change-640 (-26%)
Value$340.8K (-$194.3K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
INCREASED
Shares1,832 from 1,793
Change+39 (+2%)
Value$340.8K (-$47.3K)
Filed 2026-10-21
Royal Harbor Partners, LLC
DECREASED
Shares1,830 from 1,834
Change-4 (0%)
Value$340.5K (-$56.5K)
Filed 2026-10-29
Plan Group Financial, LLC
INCREASED
Shares1,823 from 1,770
Change+53 (+3%)
Value$347.2K (-$35.9K)
Filed 2026-10-22
KRS Capital Management, LLC
INCREASED
Shares1,823 from 1,803
Change+20 (+1%)
Value$339.2K (-$51.1K)
Filed 2026-10-16
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares1,816 from 1,442
Change+374 (+26%)
Value$337.8K (+$25.6K)
Filed 2026-11-05
Hickory Point Bank & Trust
INCREASED
Shares1,811 from 1,806
Change+5 (+0%)
Value$336.9K (-$54.0K)
Filed 2026-10-01
Tactive Advisors, LLC
INCREASED
Shares1,808 from 1,035
Change+773 (+75%)
Value$336.4K (+$112.3K)
Filed 2026-10-08
ERn Financial, LLC
INCREASED
Shares1,803 from 1,759
Change+44 (+3%)
Value$335.4K (-$45.3K)
Filed 2026-10-28
Northside Capital Management, LLC
INCREASED
Shares1,799 from 1,726
Change+73 (+4%)
Value$334.7K (-$38.9K)
Filed 2026-10-13
Manchester Capital Management LLC
DECREASED
Shares1,797 from 1,880
Change-83 (-4%)
Value$334.3K (-$72.6K)
Filed 2026-10-22
Earned Wealth Advisors, LLC
INCREASED
Shares1,794 from 1,659
Change+135 (+8%)
Value$333.8K (-$25.3K)
Filed 2026-11-06
Tradewinds Capital Management, LLC
INCREASED
Shares1,787 from 1,782
Change+5 (+0%)
Value$332.6K (-$53.3K)
Filed 2026-10-23
Palisade Asset Management, LLC
INCREASED
Shares1,779 from 1,479
Change+300 (+20%)
Value$331.0K (+$10.8K)
Filed 2026-11-03
Fulton Breakefield Broenniman LLC
DECREASED
Shares1,774 from 1,824
Change-50 (-3%)
Value$330.0K (-$64.8K)
Filed 2026-11-03
Juno Financial Group LLC
INCREASED
Shares1,773 from 1,770
Change+3 (+0%)
Value$329.9K (-$53.3K)
Filed 2026-10-27
Cardinal Point Capital Management ULC
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$329.3K (-$53.8K)
Filed 2026-10-21
Tcfg Investment Advisors, LLC
UNCHANGED
Shares1,768 from 1,768
Change0 (0%)
Value$329.0K (-$53.9K)
Filed 2026-10-20
Dale Q Rice Investment Management Ltd
DECREASED
Shares1,767 from 1,777
Change-10 (-1%)
Value$328.8K (-$55.9K)
Filed 2026-10-09
Cullen Investment Group, Ltd.
DECREASED
Shares1,761 from 1,800
Change-39 (-2%)
Value$333.7K (-$55.9K)
Filed 2026-10-13
PFC Capital Group, Inc.
INCREASED
Shares1,756 from 1,599
Change+157 (+10%)
Value$326.7K (-$19.3K)
Filed 2026-11-06
SVB Wealth LLC
DECREASED
Shares1,751 from 1,972
Change-221 (-11%)
Value$325.8K (-$101.1K)
Filed 2026-11-06
Bourne Lent Asset Management Inc
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$325.6K (-$53.2K)
Filed 2026-11-05
Thayer Partners, LLC / MA
DECREASED
Shares1,743 from 1,816
Change-73 (-4%)
Value$324.3K (-$68.8K)
Filed 2026-11-06
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$323.7K (-$52.9K)
Filed 2026-11-02
Fortem Financial Group, LLC
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$320.9K (-$52.5K)
Filed 2026-10-20
Dutch Asset Corp
UNCHANGED
Shares1,723 from 1,723
Change0 (0%)
Value$320.6K (-$52.4K)
Filed 2026-10-20
Embree Financial Group
INCREASED
Shares1,719 from 1,205
Change+514 (+43%)
Value$319.8K (+$59.0K)
Filed 2026-10-22
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,710 from 1,621
Change+89 (+5%)
Value$318.1K (-$32.8K)
Filed 2026-11-02
Kuhn & Co Investment Counsel
INCREASED
Shares1,703 from 1,670
Change+33 (+2%)
Value$316.8K (-$44.7K)
Filed 2026-10-29
Arcataur Capital Management LLC
UNCHANGED
Shares1,703 from 1,703
Change0 (0%)
Value$316.8K (-$51.8K)
Filed 2026-10-21
Providence Financial Advisors, LLC
DECREASED
Shares1,702 from 1,892
Change-190 (-10%)
Value$316.7K (-$92.9K)
Filed 2026-11-06
Bill Few Associates, Inc.
UNCHANGED
Shares1,702 from 1,702
Change0 (0%)
Value$316.6K (-$51.8K)
Filed 2026-10-09
LVW Advisors, LLC
DECREASED
Shares1,701 from 1,916
Change-215 (-11%)
Value$316.5K (-$98.3K)
Filed 2026-10-19
Crane Advisory, LLC
UNCHANGED
Shares1,701 from 1,701
Change0 (0%)
Value$327.8K (-$36.8K)
Filed 2026-10-13
Allen Capital Group, LLC
DECREASED
Shares1,694 from 1,771
Change-77 (-4%)
Value$315.2K (-$68.2K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
INCREASED
Shares1,693 from 402
Change+1,291 (+321%)
Value$315.0K (+$228.0K)
Filed 2026-10-30
Canopy Partners, LLC
DECREASED
Shares1,693 from 1,865
Change-172 (-9%)
Value$315.0K (-$88.7K)
Filed 2026-10-28
Clark Asset Management, LLC
DECREASED
Shares1,689 from 1,695
Change-6 (0%)
Value$314.2K (-$52.7K)
Filed 2026-10-19
Tortuga Wealth Management, Inc
DECREASED
Shares1,686 from 1,692
Change-6 (0%)
Value$313.7K (-$52.6K)
Filed 2026-10-27
Blue Water Asset Management
INCREASED
Shares1,676 from 1,668
Change+8 (+0%)
Value$311.8K (-$49.2K)
Filed 2026-11-04
Family Investment Center, Inc.
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$311.8K (-$51.0K)
Filed 2026-10-19
Asset Allocation Strategies LLC
DECREASED
Shares1,675 from 1,688
Change-13 (-1%)
Value$311.6K (-$53.8K)
Filed 2026-10-20
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares1,672 from 1,672
Change0 (0%)
Value$311.1K (-$54.4K)
Filed 2026-10-09
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares1,668 from 1,668
Change0 (0%)
Value$310.3K (-$50.7K)
Filed 2026-10-13
Total Investment Management Inc
UNCHANGED
Shares1,667 from 1,667
Change0 (0%)
Value$310.2K (-$50.2K)
Filed 2026-10-22
Unify Financial Advisors
NEW
Shares1,662
Change+1,662
Value$309.2K
Filed 2026-11-03
XXI Wealth, LLC
DECREASED
Shares1,657 from 1,751
Change-94 (-5%)
Value$308.3K (-$70.8K)
Filed 2026-10-22
Fortitude Advisory Group L.L.C.
DECREASED
Shares1,656 from 2,347
Change-691 (-29%)
Value$308.1K (-$200.0K)
Filed 2026-10-15
Shepherd Street Advisors LLC
DECREASED
Shares1,655 from 3,150
Change-1,495 (-47%)
Value$315.1K (-$372.0K)
Filed 2026-10-21
NTV Asset Management LLC
DECREASED
Shares1,654 from 2,163
Change-509 (-24%)
Value$307.7K (-$160.5K)
Filed 2026-10-23
Diversified Portfolios, Inc.
INCREASED
Shares1,653 from 1,037
Change+616 (+59%)
Value$307.5K (+$83.1K)
Filed 2026-11-04
Regent Peak Wealth Advisors LLC
INCREASED
Shares1,651 from 1,625
Change+26 (+2%)
Value$307.2K (-$44.6K)
Filed 2026-10-13
Financial Enhancement Group LLC
DECREASED
Shares1,651 from 1,660
Change-9 (-1%)
Value$310.9K (-$48.4K)
Filed 2026-10-08
LCM Capital Management Inc
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$306.8K (-$50.2K)
Filed 2026-10-20
Swiss RE LTD
INCREASED
Shares1,646 from 1,001
Change+645 (+64%)
Value$306.2K (+$89.6K)
Filed 2026-11-06
Jacksonville Wealth Management, LLC
DECREASED
Shares1,642 from 1,651
Change-9 (-1%)
Value$305.5K (-$51.9K)
Filed 2026-10-30
Quantum Financial Planning Services, Inc.
INCREASED
Shares1,641 from 1,199
Change+442 (+37%)
Value$305.3K (+$45.9K)
Filed 2026-10-14
Washington Trust Co
DECREASED
Shares1,638 from 1,927
Change-289 (-15%)
Value$304.8K (-$112.4K)
Filed 2026-10-22
Etesian Wealth Advisors, Inc.
DECREASED
Shares1,637 from 1,743
Change-106 (-6%)
Value$304.6K (-$72.8K)
Filed 2026-10-27
Tufton Capital Management
DECREASED
Shares1,636 from 1,710
Change-74 (-4%)
Value$304.0K (-$66.0K)
Filed 2026-10-20
Helium Advisors LLC
DECREASED
Shares1,629 from 1,630
Change-1 (0%)
Value$303.0K (-$49.8K)
Filed 2026-10-23
Old Mission Investment Co LLC
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$303.0K (-$49.5K)
Filed 2026-10-22
United Asset Strategies, Inc.
DECREASED
Shares1,627 from 1,647
Change-20 (-1%)
Value$302.7K (-$53.8K)
Filed 2026-10-28
JAG Capital Management, LLC
DECREASED
Shares1,602 from 1,632
Change-30 (-2%)
Value$298.1K (-$55.2K)
Filed 2026-11-06
RTD Financial Advisors, Inc.
DECREASED
Shares1,596 from 1,611
Change-15 (-1%)
Value$296.9K (-$51.8K)
Filed 2026-10-09
Beacon Capital Management, LLC
UNCHANGED
Shares1,593 from 1,593
Change0 (0%)
Value$296.4K (-$48.5K)
Filed 2026-10-23
Retirement Solution LLC
INCREASED
Shares1,590 from 1,306
Change+284 (+22%)
Value$295.9K (+$13.2K)
Filed 2026-10-27
KPP Advisory Services LLC
DECREASED
Shares1,588 from 2,139
Change-551 (-26%)
Value$295.4K (-$167.6K)
Filed 2026-10-26
Orange Investment Advisors, Inc.
DECREASED
Shares1,587 from 1,687
Change-100 (-6%)
Value$295.3K (-$69.9K)
Filed 2026-10-23
Emergent Wealth Advisors, LLC
DECREASED
Shares1,583 from 2,644
Change-1,061 (-40%)
Value$294.5K (-$183.4K)
Filed 2026-10-09
Atala Financial Inc
UNCHANGED
Shares1,582 from 1,582
Change0 (0%)
Value$294.3K (-$48.1K)
Filed 2026-10-22
Alpha Family Trust
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$342.0K ($0)
Filed 2026-11-04
Jacobsen Capital Management
INCREASED
Shares1,578 from 1,115
Change+463 (+42%)
Value$293.6K (+$52.2K)
Filed 2026-10-27
Werba Rubin Papier Wealth Management
DECREASED
Shares1,577 from 1,889
Change-312 (-17%)
Value$293.4K (-$115.5K)
Filed 2026-11-06
Greenwood Gearhart LLC
DECREASED
Shares1,575 from 2,904
Change-1,329 (-46%)
Value$293.0K (-$335.6K)
Filed 2026-11-02
Appleton Partners Inc
DECREASED
Shares1,575 from 1,754
Change-179 (-10%)
Value$293.0K (-$87.0K)
Filed 2026-10-30
Beaumont Financial Advisors, LLC
DECREASED
Shares1,575 from 1,601
Change-26 (-2%)
Value$293.0K (-$53.6K)
Filed 2026-10-22
Compass Wealth Management, LLC
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$292.9K (-$47.9K)
Filed 2026-10-30
Redwood Family Wealth LLC
DECREASED
Shares1,573 from 1,576
Change-3 (0%)
Value$292.7K (-$48.5K)
Filed 2026-10-20
Philadelphia Trust Co
UNCHANGED
Shares1,567 from 1,567
Change0 (0%)
Value$292.0K (-$47.0K)
Filed 2026-11-05
Carl P. Sherr & Co., LLC
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$291.2K (-$47.6K)
Filed 2026-11-06
RDA Financial Network
DECREASED
Shares1,562 from 2,036
Change-474 (-23%)
Value$290.6K (-$150.1K)
Filed 2026-10-15
Pacific Asset Management, LLC
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$290.6K (-$47.5K)
Filed 2026-10-15
Synergy Asset Management, LLC
DECREASED
Shares1,557 from 2,470
Change-913 (-37%)
Value$289.7K (-$245.0K)
Filed 2026-11-05
Morton Capital Management LLC
DECREASED
Shares1,555 from 1,563
Change-8 (-1%)
Value$289.3K (-$49.0K)
Filed 2026-10-23
Accredited Investors Inc.
INCREASED
Shares1,554 from 1,544
Change+10 (+1%)
Value$289.2K (-$45.1K)
Filed 2026-11-03
Lexington Hill Partners, LLC
INCREASED
Shares1,553 from 1,426
Change+127 (+9%)
Value$288.9K (-$19.7K)
Filed 2026-10-13
Palacios Wealth Management, LLC
INCREASED
Shares1,550 from 1,363
Change+187 (+14%)
Value$288.4K (-$6.7K)
Filed 2026-11-04
Griffin Asset Management, Inc.
INCREASED
Shares1,550 from 1,530
Change+20 (+1%)
Value$288.4K (-$42.8K)
Filed 2026-10-22
Exchange Traded Concepts, LLC
DECREASED
Shares1,549 from 6,074
Change-4,525 (-74%)
Value$288.2K (-$1.0M)
Filed 2026-10-28
Oakworth Capital, Inc.
INCREASED
Shares1,546 from 1,276
Change+270 (+21%)
Value$287.6K (+$11.4K)
Filed 2026-10-26
AmeriServ Wealth Advisors
DECREASED
Shares1,545 from 2,263
Change-718 (-32%)
Value$287.4K (-$202.4K)
Filed 2026-10-21
Belvedere Trading LLC
NEW
Shares1,540
Change+1,540
Value$286.5K
Filed 2026-11-05
Almanack Investment Partners, Llc.
DECREASED
Shares1,535 from 2,179
Change-644 (-30%)
Value$285.6K (-$186.1K)
Filed 2026-11-03
Strata Wealth Advisors, LLC
DECREASED
Shares1,534 from 1,561
Change-27 (-2%)
Value$285.4K (-$52.5K)
Filed 2026-10-16
Community Bank, N.A.
INCREASED
Shares1,529 from 1,414
Change+115 (+8%)
Value$284.5K (-$21.6K)
Filed 2026-11-06
Woodstock Corp
NEW
Shares1,526
Change+1,526
Value$283.9K
Filed 2026-10-13
GSG Advisors LLC
DECREASED
Shares1,526 from 1,548
Change-22 (-1%)
Value$283.9K (-$51.2K)
Filed 2026-11-03
Beirne Wealth Consulting Services, LLC
UNCHANGED
Shares1,523 from 1,523
Change0 (0%)
Value$283.4K (-$46.3K)
Filed 2026-10-19
Canandaigua National Trust Co of Florida
NEW
Shares1,521
Change+1,521
Value$283.0K
Filed 2026-10-07
Washington Trust Advisors, Inc.
DECREASED
Shares1,521 from 1,533
Change-12 (-1%)
Value$283.0K (-$48.9K)
Filed 2026-10-22
CWS Financial Advisors, LLC
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$282.8K (-$46.2K)
Filed 2026-10-16
Inscription Capital, LLC
DECREASED
Shares1,517 from 13,973
Change-12,456 (-89%)
Value$282.2K (-$2.7M)
Filed 2026-11-02
DT Investment Partners, LLC
UNCHANGED
Shares1,517 from 1,517
Change0 (0%)
Value$282.2K (-$46.1K)
Filed 2026-10-27
MBL Wealth, LLC
INCREASED
Shares1,514 from 1,286
Change+228 (+18%)
Value$281.7K (+$3.3K)
Filed 2026-10-22
Auxano Advisors, LLC
DECREASED
Shares1,508 from 1,625
Change-117 (-7%)
Value$280.6K (-$71.2K)
Filed 2026-11-06
Private Wealth Partners, LLC
INCREASED
Shares1,506 from 1,431
Change+75 (+5%)
Value$280.2K (-$29.6K)
Filed 2026-10-22
Hourglass Capital, LLC
NEW
Shares1,500
Change+1,500
Value$279.1K
Filed 2026-10-26
Balefire, LLC
INCREASED
Shares1,500 from 1,257
Change+243 (+19%)
Value$279.1K (+$7.0K)
Filed 2026-10-09
Riversedge Advisors, LLC
DECREASED
Shares1,498 from 1,928
Change-430 (-22%)
Value$278.7K (-$138.7K)
Filed 2026-10-09
VAN Strum & Towne Inc.
NEW
Shares1,493
Change+1,493
Value$277.8K
Filed 2026-11-06
Fermata Advisors, LLC
DECREASED
Shares1,487 from 1,844
Change-357 (-19%)
Value$276.6K (-$122.5K)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares1,486 from 1,448
Change+38 (+3%)
Value$276.5K (-$37.0K)
Filed 2026-10-15
BIP Wealth, LLC
INCREASED
Shares1,483 from 1,357
Change+126 (+9%)
Value$275.9K (-$17.8K)
Filed 2026-10-22
EdgeRock Capital LLC
INCREASED
Shares1,483 from 1,443
Change+40 (+3%)
Value$275.9K (-$36.5K)
Filed 2026-11-03
HBW Advisory Services LLC
DECREASED
Shares1,478 from 1,688
Change-210 (-12%)
Value$275.0K (-$90.4K)
Filed 2026-10-15
Private Advisory Group LLC
DECREASED
Shares1,472 from 5,342
Change-3,870 (-72%)
Value$273.9K (-$882.5K)
Filed 2026-11-06
Cambridge Advisors Inc.
INCREASED
Shares1,470 from 1,425
Change+45 (+3%)
Value$273.5K (-$35.0K)
Filed 2026-10-19
Legacy Trust
DECREASED
Shares1,464 from 1,911
Change-447 (-23%)
Value$251.1K (-$162.5K)
Filed 2026-11-06
Clay Northam Wealth Management, LLC
UNCHANGED
Shares1,462 from 1,462
Change0 (0%)
Value$272.0K (-$44.5K)
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$271.6K (-$44.4K)
Filed 2026-10-27
Vann Equity Management LLC
DECREASED
Shares1,454 from 2,504
Change-1,050 (-42%)
Value$270.5K (-$271.5K)
Filed 2026-10-08
Lionshead Wealth Management, LLC
INCREASED
Shares1,451 from 1,443
Change+8 (+1%)
Value$270.0K (-$42.4K)
Filed 2026-10-21
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares1,451 from 1,451
Change0 (0%)
Value$269.9K (-$44.1K)
Filed 2026-10-09
Aspetuck Financial Management LLC
DECREASED
Shares1,450 from 1,498
Change-48 (-3%)
Value$269.8K (-$54.5K)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares1,446 from 1,446
Change0 (0%)
Value$269.1K (-$44.0K)
Filed 2026-10-30
Milestone Asset Management, LLC
INCREASED
Shares1,441 from 1,432
Change+9 (+1%)
Value$268.1K (-$41.9K)
Filed 2026-10-15
WealthPLAN Partners, LLC
DECREASED
Shares1,439 from 1,615
Change-176 (-11%)
Value$267.7K (-$81.9K)
Filed 2026-10-15
Traphagen Investment Advisors LLC
INCREASED
Shares1,433 from 1,366
Change+67 (+5%)
Value$266.7K (-$29.1K)
Filed 2026-10-14
Sutton Place Investors LLC
INCREASED
Shares1,425 from 1,384
Change+41 (+3%)
Value$265.1K (-$34.5K)
Filed 2026-10-20
Brandywine OAK Private Wealth LLC
DECREASED
Shares1,422 from 1,423
Change-1 (0%)
Value$264.6K (-$43.5K)
Filed 2026-10-23
JB Capital LLC
DECREASED
Shares1,421 from 1,558
Change-137 (-9%)
Value$264.4K (-$72.7K)
Filed 2026-10-19
LMG Wealth Partners, LLC
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$264.2K (-$43.2K)
Filed 2026-11-05
Acorn Wealth Advisors, LLC
INCREASED
Shares1,417 from 1,389
Change+28 (+2%)
Value$263.6K (-$37.0K)
Filed 2026-10-19
Gryphon Financial Partners LLC
DECREASED
Shares1,414 from 1,468
Change-54 (-4%)
Value$263.1K (-$54.7K)
Filed 2026-11-04
Prosperity Advisers, LLC
UNCHANGED
Shares1,407 from 1,407
Change0 (0%)
Value$261.8K (-$42.8K)
Filed 2026-10-28
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares1,403 from 1,705
Change-302 (-18%)
Value$261.0K (-$108.1K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares1,398 from 1,230
Change+168 (+14%)
Value$260.1K (-$6.2K)
Filed 2026-11-03
Bell Bank
INCREASED
Shares1,397 from 1,395
Change+2 (+0%)
Value$259.9K (-$42.1K)
Filed 2026-10-21
Revolve Wealth Partners, LLC
DECREASED
Shares1,392 from 1,454
Change-62 (-4%)
Value$259.0K (-$55.8K)
Filed 2026-10-23
Canvas Wealth Advisors, LLC
NEW
Shares1,391
Change+1,391
Value$240.2K
Filed 2026-11-02
55 North Private Wealth, LLC
INCREASED
Shares1,389 from 1,271
Change+118 (+9%)
Value$258.4K (-$16.7K)
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
INCREASED
Shares1,388 from 1,378
Change+10 (+1%)
Value$258.1K (-$40.1K)
Filed 2026-11-02
Genesis Private Wealth, LLC
DECREASED
Shares1,378 from 1,533
Change-155 (-10%)
Value$256.4K (-$75.5K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
INCREASED
Shares1,374 from 1,332
Change+42 (+3%)
Value$261.6K (-$50.8K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
DECREASED
Shares1,371 from 1,779
Change-408 (-23%)
Value$255.1K (-$130.1K)
Filed 2026-10-26
Chiron Capital Management, LLC
UNCHANGED
Shares1,371 from 1,371
Change0 (0%)
Value$255.1K (-$41.7K)
Filed 2026-10-15
Virtue Capital Management, LLC
DECREASED
Shares1,366 from 1,395
Change-29 (-2%)
Value$254.1K (-$47.8K)
Filed 2026-10-29
Marietta Wealth Management, LLC
INCREASED
Shares1,364 from 1,324
Change+40 (+3%)
Value$251.9K (-$34.7K)
Filed 2026-10-22
Curated Wealth Partners LLC
DECREASED
Shares1,363 from 1,509
Change-146 (-10%)
Value$253.6K (-$73.1K)
Filed 2026-10-15
Isthmus Partners, LLC
UNCHANGED
Shares1,356 from 1,356
Change0 (0%)
Value$252.3K (-$41.2K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares1,353 from 1,293
Change+60 (+5%)
Value$251.8K (-$28.2K)
Filed 2026-10-20
Root Financial Partners, LLC
DECREASED
Shares1,351 from 1,360
Change-9 (-1%)
Value$251.4K (-$43.0K)
Filed 2026-10-21
ADE, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$251.2K (-$41.1K)
Filed 2026-10-29
One Wealth Capital Management, LLC
DECREASED
Shares1,349 from 13,899
Change-12,550 (-90%)
Value$251.0K (-$2.8M)
Filed 2026-10-23
Baron Wealth Management LLC
DECREASED
Shares1,349 from 1,392
Change-43 (-3%)
Value$251.0K (-$50.3K)
Filed 2026-10-27
Novem Group
UNCHANGED
Shares1,343 from 1,343
Change0 (0%)
Value$249.9K (-$40.9K)
Filed 2026-10-19
Benin Management Corp
INCREASED
Shares1,342 from 1,042
Change+300 (+29%)
Value$249.7K (+$24.1K)
Filed 2026-10-22
Welch & Forbes LLC
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$248.0K (-$40.6K)
Filed 2026-11-04
Smith Salley Wealth Management
DECREASED
Shares1,332 from 1,474
Change-142 (-10%)
Value$247.8K (-$71.2K)
Filed 2026-11-03
Kesler, Norman & Wride, LLC
DECREASED
Shares1,331 from 3,512
Change-2,181 (-62%)
Value$247.6K (-$512.6K)
Filed 2026-11-06
Members Wealth LLC
INCREASED
Shares1,331 from 1,324
Change+7 (+1%)
Value$250.7K (-$36.0K)
Filed 2026-10-20
Aire Advisors, LLC
DECREASED
Shares1,324 from 2,699
Change-1,375 (-51%)
Value$246.3K (-$337.9K)
Filed 2026-10-22
Blankinship & Foster, LLC
UNCHANGED
Shares1,324 from 1,324
Change0 (0%)
Value$246.3K (-$40.3K)
Filed 2026-10-19
Linscomb Wealth, Inc.
DECREASED
Shares1,320 from 1,336
Change-16 (-1%)
Value$245.6K (-$43.6K)
Filed 2026-11-05
Purus Wealth Management, LLC
INCREASED
Shares1,318 from 1,298
Change+20 (+2%)
Value$245.3K (-$35.8K)
Filed 2026-10-15
RMR Wealth Builders
INCREASED
Shares1,316 from 1,227
Change+89 (+7%)
Value$244.8K (-$20.9K)
Filed 2026-10-22
Fulton Bank, N.A.
DECREASED
Shares1,315 from 1,445
Change-130 (-9%)
Value$244.7K (-$68.1K)
Filed 2026-10-14
Lesa Sroufe & Co
UNCHANGED
Shares1,312 from 1,312
Change0 (0%)
Value$244.0K (-$40.0K)
Filed 2026-10-29
Impact Capital Partners LLC
DECREASED
Shares1,303 from 1,339
Change-36 (-3%)
Value$242.4K (-$47.4K)
Filed 2026-10-22
Axxion S.A.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$241.9K (-$39.5K)
Filed 2026-10-22
Sigma Investment Counselors Inc
DECREASED
Shares1,293 from 1,408
Change-115 (-8%)
Value$240.6K (-$64.2K)
Filed 2026-10-27
Stage Harbor Financial, LLC
INCREASED
Shares1,293 from 1,251
Change+42 (+3%)
Value$240.6K (-$30.2K)
Filed 2026-11-03
Center For Asset Management LLC
INCREASED
Shares1,292 from 969
Change+323 (+33%)
Value$240.4K (+$30.6K)
Filed 2026-10-16
Worth Asset Management, LLC
NEW
Shares1,291
Change+1,291
Value$240.2K
Filed 2026-10-07
DeDora Capital, Inc.
UNCHANGED
Shares1,291 from 1,291
Change0 (0%)
Value$240.1K (-$39.3K)
Filed 2026-10-26
Biltmore Family Office, LLC
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$239.4K (-$39.2K)
Filed 2026-11-03
Mach-1 Financial Group, LLC
DECREASED
Shares1,283 from 1,355
Change-72 (-5%)
Value$238.7K (-$54.6K)
Filed 2026-11-06
Pinnacle Financial Group, LLC / IL
DECREASED
Shares1,282 from 1,402
Change-120 (-9%)
Value$238.5K (-$65.0K)
Filed 2026-10-29
Plimoth Trust Co LLC
NEW
Shares1,279
Change+1,279
Value$238.0K
Filed 2026-10-26
Warwick Investment Management, Inc.
DECREASED
Shares1,279 from 1,303
Change-24 (-2%)
Value$238.0K (-$44.1K)
Filed 2026-10-19
Client 1ST Advisory Group, LLC
DECREASED
Shares1,276 from 1,381
Change-105 (-8%)
Value$237.4K (-$61.5K)
Filed 2026-10-19
Mindset Wealth Management, LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$237.2K (-$38.8K)
Filed 2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED
Shares1,273 from 1,143
Change+130 (+11%)
Value$236.8K (-$10.6K)
Filed 2026-10-19
Telos Capital Management, Inc.
INCREASED
Shares1,273 from 1,253
Change+20 (+2%)
Value$236.9K (-$34.4K)
Filed 2026-11-02
Stablepoint Partners, LLC
NEW
Shares1,272
Change+1,272
Value$236.7K
Filed 2026-11-03
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,271 from 1,575
Change-304 (-19%)
Value$236.5K (-$104.5K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
DECREASED
Shares1,270 from 1,420
Change-150 (-11%)
Value$236.3K (-$71.1K)
Filed 2026-10-26
First County Bank
INCREASED
Shares1,260 from 1,250
Change+10 (+1%)
Value$234.4K (-$36.2K)
Filed 2026-10-13
Marin Bay Wealth Advisors, LLC
INCREASED
Shares1,259 from 1,247
Change+12 (+1%)
Value$234.3K (-$35.7K)
Filed 2026-10-28
Mechanics Bank Trust Department
DECREASED
Shares1,256 from 1,306
Change-50 (-4%)
Value$233.7K (-$49.0K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
DECREASED
Shares1,255 from 1,395
Change-140 (-10%)
Value$233.5K (-$68.6K)
Filed 2026-10-29
Poehling Capital Management, Inc.
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$232.7K (-$38.1K)
Filed 2026-10-20
Global Trust Asset Management, LLC
INCREASED
Shares1,250 from 1,135
Change+115 (+10%)
Value$232.6K (-$13.1K)
Filed 2026-10-19
Creative Financial Designs Inc
DECREASED
Shares1,245 from 1,250
Change-5 (0%)
Value$231.6K (-$39.0K)
Filed 2026-11-04
Heck Capital Advisors, LLC
INCREASED
Shares1,243 from 1,143
Change+100 (+9%)
Value$231.3K (-$16.2K)
Filed 2026-10-14
Pines Wealth Management, LLC
DECREASED
Shares1,239 from 1,308
Change-69 (-5%)
Value$230.5K (-$52.6K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares1,237 from 2,104
Change-867 (-41%)
Value$230.1K (-$225.3K)
Filed 2026-10-07
LeConte Wealth Management, LLC
INCREASED
Shares1,229 from 1,056
Change+173 (+16%)
Value$228.7K (+$63)
Filed 2026-10-20
Encompass More Asset Management
DECREASED
Shares1,228 from 1,244
Change-16 (-1%)
Value$228.5K (-$40.8K)
Filed 2026-10-16
Ndwm LLC
UNCHANGED
Shares1,227 from 1,227
Change0 (0%)
Value$228.3K (-$37.3K)
Filed 2026-11-05
NewSquare Capital LLC
INCREASED
Shares1,226 from 992
Change+234 (+24%)
Value$228.1K (+$13.4K)
Filed 2026-11-06
Uniting Wealth Partners, LLC
INCREASED
Shares1,224 from 1,045
Change+179 (+17%)
Value$227.7K (+$1.5K)
Filed 2026-11-06
Crusonia Wealth Advisors LLC
INCREASED
Shares1,223 from 1,195
Change+28 (+2%)
Value$227.5K (-$31.1K)
Filed 2026-10-26
Ellerson Group Inc
DECREASED
Shares1,220 from 1,520
Change-300 (-20%)
Value$211.4K (-$117.6K)
Filed 2026-11-04
Cottage Street Advisors LLC
INCREASED
Shares1,220 from 1,004
Change+216 (+22%)
Value$226.9K (+$9.6K)
Filed 2026-10-19
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares1,219 from 1,285
Change-66 (-5%)
Value$226.8K (-$51.4K)
Filed 2026-10-20
Orrstown Financial Services Inc
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$226.8K (-$37.1K)
Filed 2026-10-14
Traveka Wealth, LLC
INCREASED
Shares1,217 from 1,153
Change+64 (+6%)
Value$226.4K (-$23.2K)
Filed 2026-10-19
AXS Investments LLC
INCREASED
Shares1,211 from 1,112
Change+99 (+9%)
Value$225.3K (-$15.4K)
Filed 2026-11-04
Ridgewood Investments LLC
UNCHANGED
Shares1,206 from 1,206
Change0 (0%)
Value$224.4K (-$36.7K)
Filed 2026-10-05
Elevation Wealth Partners, LLC
DECREASED
Shares1,202 from 1,249
Change-47 (-4%)
Value$223.7K (-$46.7K)
Filed 2026-10-07
Counterpoint Mutual Funds LLC
NEW
Shares1,201
Change+1,201
Value$223.4K
Filed 2026-10-16
Altus Wealth Group LLC
DECREASED
Shares1,200 from 1,211
Change-11 (-1%)
Value$223.3K (-$38.9K)
Filed 2026-10-20
Sweeney & Michel, LLC
DECREASED
Shares1,196 from 1,291
Change-95 (-7%)
Value$222.6K (-$80.1K)
Filed 2026-10-16
IFC & Insurance Marketing, Inc.
INCREASED
Shares1,193 from 1,182
Change+11 (+1%)
Value$221.9K (-$34.1K)
Filed 2026-10-16
Rinkey Investments
DECREASED
Shares1,190 from 1,204
Change-14 (-1%)
Value$221.4K (-$39.2K)
Filed 2026-10-28
OceanIQ Capital, LLC
DECREASED
Shares1,189 from 1,226
Change-37 (-3%)
Value$221.7K (-$64.2K)
Filed 2026-10-19
Greystone Financial Group, LLC
INCREASED
Shares1,188 from 1,183
Change+5 (+0%)
Value$221.1K (-$35.0K)
Filed 2026-10-26
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares1,186 from 1,301
Change-115 (-9%)
Value$220.7K (-$61.0K)
Filed 2026-10-08
Tucker Asset Management LLC
NEW
Shares1,183
Change+1,183
Value$220.1K
Filed 2026-10-29
Beacon Financial Group
INCREASED
Shares1,181 from 1,022
Change+159 (+16%)
Value$219.7K (-$1.5K)
Filed 2026-10-19
Pinion Investment Advisors, LLC
INCREASED
Shares1,181 from 1,157
Change+24 (+2%)
Value$219.7K (-$30.7K)
Filed 2026-11-04
Payden & Rygel
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$220.0K (-$35.0K)
Filed 2026-10-28
PW Nova Financial Services LLC
DECREASED
Shares1,178 from 1,243
Change-65 (-5%)
Value$219.1K (-$49.9K)
Filed 2026-10-15
Private Wealth Management Group, LLC
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$219.0K (-$35.8K)
Filed 2026-10-19
Mainsail Financial Group, LLC
DECREASED
Shares1,176 from 1,298
Change-122 (-9%)
Value$218.8K (-$62.2K)
Filed 2026-10-23
Sunpointe, LLC
DECREASED
Shares1,173 from 1,358
Change-185 (-14%)
Value$218.2K (-$75.7K)
Filed 2026-10-22
Cascade Investment Group, Inc.
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$218.1K (-$35.7K)
Filed 2026-10-13
Compass Ion Advisors, LLC
NEW
Shares1,169
Change+1,169
Value$217.5K
Filed 2026-10-23
Black Diamond Financial, LLC
NEW
Shares1,163
Change+1,163
Value$216.4K
Filed 2026-10-26
SkyOak Wealth, LLC
UNCHANGED
Shares1,162 from 1,162
Change0 (0%)
Value$216.2K (-$35.4K)
Filed 2026-10-28
Shearwater Capital LLC
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$215.8K (-$35.3K)
Filed 2026-10-13
Cairn Investment Group, Inc.
DECREASED
Shares1,156 from 1,331
Change-175 (-13%)
Value$215.0K (-$73.0K)
Filed 2026-11-04
Thrive Wealth Management, LLC
INCREASED
Shares1,156 from 1,018
Change+138 (+14%)
Value$215.1K (-$5.2K)
Filed 2026-10-13
Marino, Stram & Associates LLC
DECREASED
Shares1,156 from 1,232
Change-76 (-6%)
Value$215.1K (-$51.6K)
Filed 2026-10-22
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$215.1K (-$35.2K)
Filed 2026-10-16
Sloy Dahl & Holst, LLC
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$215.1K (-$35.2K)
Filed 2026-10-14
Bedel Financial Consulting, Inc.
DECREASED
Shares1,154 from 1,444
Change-290 (-20%)
Value$214.7K (-$97.9K)
Filed 2026-11-06
Center for Financial Planning, Inc.
INCREASED
Shares1,153 from 829
Change+324 (+39%)
Value$214.5K (+$35.1K)
Filed 2026-10-26
Boyd Watterson Asset Management LLC
DECREASED
Shares1,152 from 4,152
Change-3,000 (-72%)
Value$214.3K (-$684.5K)
Filed 2026-11-06
Piedmont Capital Management, LLC
DECREASED
Shares1,152 from 1,177
Change-25 (-2%)
Value$214.3K (-$40.5K)
Filed 2026-10-21
Klingman & Associates, LLC
DECREASED
Shares1,151 from 1,390
Change-239 (-17%)
Value$214.1K (-$86.8K)
Filed 2026-10-20
Signet Investment Advisory Group, Inc.
NEW
Shares1,150
Change+1,150
Value$214.0K
Filed 2026-10-30
E&G Advisors, LLC
INCREASED
Shares1,146 from 1,086
Change+60 (+6%)
Value$213.2K (-$21.9K)
Filed 2026-10-13
Culbertson A N & Co Inc
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$211.9K (-$34.6K)
Filed 2026-10-21
Sicart Associates LLC
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$216.6K (-$29.9K)
Filed 2026-10-29
Financial Partners Group, Inc
DECREASED
Shares1,136 from 1,394
Change-258 (-19%)
Value$211.3K (-$90.4K)
Filed 2026-10-19
Marks Wealth, LLC
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$211.0K (-$34.5K)
Filed 2026-10-30
Founders Financial Securities LLC
NEW
Shares1,130
Change+1,130
Value$210.2K
Filed 2026-10-28
Zega Investments, LLC
DECREASED
Shares1,128 from 3,847
Change-2,719 (-71%)
Value$209.9K (-$622.9K)
Filed 2026-11-04
Teamwork Financial Advisors, LLC
DECREASED
Shares1,122 from 1,429
Change-307 (-21%)
Value$208.7K (-$100.6K)
Filed 2026-10-19
Meridian Investment Counsel Inc.
UNCHANGED
Shares1,121 from 1,121
Change0 (0%)
Value$208.6K (-$34.1K)
Filed 2026-10-14
Congress Park Capital LLC
NEW
Shares1,118
Change+1,118
Value$208.0K
Filed 2026-10-13
Cypress Wealth Services, LLC
DECREASED
Shares1,118 from 1,248
Change-130 (-10%)
Value$212.2K (-$57.9K)
Filed 2026-10-21
Affiance Financial, LLC
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$207.3K (-$33.9K)
Filed 2026-10-15
Bluedoor Private Wealth, LLC
INCREASED
Shares1,111 from 1,061
Change+50 (+5%)
Value$206.7K (-$23.0K)
Filed 2026-11-05
Summit Financial Strategies, Inc.
INCREASED
Shares1,111 from 1,084
Change+27 (+2%)
Value$206.7K (-$28.0K)
Filed 2026-10-14
Stone Summit Wealth LLC
DECREASED
Shares1,110 from 1,850
Change-740 (-40%)
Value$206.5K (-$194.0K)
Filed 2026-10-14
Kenora Financial, LLC
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$206.5K (-$33.8K)
Filed 2026-10-20
Moody National Bank Trust Division
DECREASED
Shares1,109 from 1,316
Change-207 (-16%)
Value$206.3K (-$78.5K)
Filed 2026-10-06
First City Capital Management, Inc.
DECREASED
Shares1,106 from 1,136
Change-30 (-3%)
Value$205.8K (-$40.1K)
Filed 2026-10-27
Shulman DeMeo Asset Management LLC
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$213.1K (-$26.3K)
Filed 2026-10-09
Leisure Capital Management
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$205.8K (-$33.6K)
Filed 2026-11-03
Verum Partners LLC
INCREASED
Shares1,105 from 1,065
Change+40 (+4%)
Value$205.6K (-$25.0K)
Filed 2026-10-21
Evermay Wealth Management LLC
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$205.2K (-$33.6K)
Filed 2026-11-05
Princeton Global Asset Management LLC
DECREASED
Shares1,101 from 1,639
Change-538 (-33%)
Value$204.8K (-$150.0K)
Filed 2026-10-21
Future Financial Wealth Managment LLC
NEW
Shares1,100
Change+1,100
Value$204.7K
Filed 2026-10-15
Violich Capital Management, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$204.7K (-$33.5K)
Filed 2026-10-05
Columbia Advisory Partners LLC
DECREASED
Shares1,098 from 1,700
Change-602 (-35%)
Value$204.3K (-$163.7K)
Filed 2026-10-15
Arrien Investments, Inc.
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$203.9K (-$33.3K)
Filed 2026-10-30
Monte Financial Group, LLC
DECREASED
Shares1,094 from 1,494
Change-400 (-27%)
Value$203.5K (-$119.4K)
Filed 2026-11-02
SeaBridge Investment Advisors LLC
NEW
Shares1,092
Change+1,092
Value$203.2K
Filed 2026-11-02
First Pacific Financial
INCREASED
Shares1,090 from 910
Change+180 (+20%)
Value$202.8K (+$5.8K)
Filed 2026-10-14
Cypress Capital, LLC
INCREASED
Shares1,090 from 998
Change+92 (+9%)
Value$202.8K (-$13.2K)
Filed 2026-10-20
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,090 from 1,000
Change+90 (+9%)
Value$202.8K (-$13.7K)
Filed 2026-11-02
Abundance Wealth Counselors
DECREASED
Shares1,089 from 1,109
Change-20 (-2%)
Value$202.6K (-$37.5K)
Filed 2026-10-26
L.K. Benson & Company, P.C.
UNCHANGED
Shares1,087 from 1,087
Change0 (0%)
Value$202.2K (-$33.1K)
Filed 2026-10-23
One Way Holdings LLC
INCREASED
Shares1,085 from 1,060
Change+25 (+2%)
Value$201.9K (-$27.6K)
Filed 2026-10-29
Seamount Financial Group Inc
INCREASED
Shares1,080 from 980
Change+100 (+10%)
Value$200.9K (-$11.2K)
Filed 2026-10-21
Advus Financial Partners, LLC
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$200.9K (-$32.9K)
Filed 2026-10-20
Elevatus Welath Management
DECREASED
Shares1,079 from 1,084
Change-5 (0%)
Value$200.7K (-$33.9K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,076 from 1,085
Change-9 (-1%)
Value$200.2K (-$34.7K)
Filed 2026-10-16
Kestra Investment Management, LLC
NEW
Shares1,075
Change+1,075
Value$200.0K
Filed 2026-11-04
Firestone Capital Management
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$200.0K (-$32.7K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares1,054 from 1,004
Change+50 (+5%)
Value$196.1K (-$21.2K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$194.6K (-$31.8K)
Filed 2026-10-30
Miller Global Investments, LLC
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$193.9K (-$31.7K)
Filed 2026-10-02
Dorato Capital Management
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$196.1K (-$35.4K)
Filed 2026-10-08
Cedar Mountain Advisors, LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$190.7K (-$31.2K)
Filed 2026-10-15
Nemes Rush Group LLC
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$188.1K (-$30.8K)
Filed 2026-11-04
Stone House Investment Management, LLC
DECREASED
Shares1,007 from 1,022
Change-15 (-1%)
Value$187.4K (-$33.9K)
Filed 2026-10-23
Beacon Capital Management, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$186.1K (-$30.4K)
Filed 2026-10-13
NBH Bank
DECREASED
Shares979 from 1,176
Change-197 (-17%)
Value$182.1K (-$72.4K)
Filed 2026-11-05
Chapman Financial Group, LLC
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$181.6K (-$29.7K)
Filed 2026-10-26
TrustBank
DECREASED
Shares965 from 1,265
Change-300 (-24%)
Value$179.5K (-$94.3K)
Filed 2026-10-20
Capital Advisors, Ltd. LLC
INCREASED
Shares965 from 942
Change+23 (+2%)
Value$180.0K (-$24.0K)
Filed 2026-10-27
Ashurst Perkins Coie Trust Co
INCREASED
Shares965 from 954
Change+11 (+1%)
Value$179.5K (-$27.0K)
Filed 2026-10-15
Financial Perspectives, Inc
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$179.4K (-$29.3K)
Filed 2026-11-03
Community Financial Services Group, LLC
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$184.2K (-$25.2K)
Filed 2026-10-15
First Premier Bank
INCREASED
Shares944 from 844
Change+100 (+12%)
Value$157.0K (-$26.0K)
Filed 2026-10-13
Trust Co
DECREASED
Shares944 from 969
Change-25 (-3%)
Value$175.6K (-$34.1K)
Filed 2026-10-09
Indiana Trust & Investment Management Co
UNCHANGED
Shares927 from 927
Change0 (0%)
Value$172.5K (-$28.2K)
Filed 2026-10-22
Financial Management Professionals, Inc.
DECREASED
Shares898 from 1,280
Change-382 (-30%)
Value$167.1K (-$110.0K)
Filed 2026-10-23
Granite FO LLC
UNCHANGED
Shares874 from 874
Change0 (0%)
Value$162.6K (-$26.6K)
Filed 2026-10-14
Bullock Wealth Management Group
INCREASED
Shares871 from 800
Change+71 (+9%)
Value$167.5K (-$7.4K)
Filed 2026-10-09
DecisionPoint Financial, LLC
INCREASED
Shares847 from 399
Change+448 (+112%)
Value$162.9K (+$75.6K)
Filed 2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$154.5K (-$25.3K)
Filed 2026-10-09
Asset Planning,Inc
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$152.6K (-$24.9K)
Filed 2026-10-26
Hara Capital LLC
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$150.7K (-$24.6K)
Filed 2026-10-30
William B. Walkup & Associates, Inc.
DECREASED
Shares805 from 808
Change-3 (0%)
Value$149.8K (-$25.2K)
Filed 2026-11-05
First Community Trust NA
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$147.4K (-$24.1K)
Filed 2026-10-07
Financial Network Wealth Advisors LLC
DECREASED
Shares786 from 817
Change-31 (-4%)
Value$146.2K (-$30.6K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares778 from 627
Change+151 (+24%)
Value$144.9K (+$9.2K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares756 from 454
Change+302 (+67%)
Value$140.7K (+$42.4K)
Filed 2026-11-05
MV Capital Management, Inc.
DECREASED
Shares752 from 778
Change-26 (-3%)
Value$139.9K (-$28.5K)
Filed 2026-10-29
Compass Wealth Management LLC
NEW
Shares743
Change+743
Value$138.2K
Filed 2026-10-22
Mosley Wealth Management
DECREASED
Shares732 from 733
Change-1 (0%)
Value$138.2K (-$20.5K)
Filed 2026-10-16
Richardson Financial Services Inc.
INCREASED
Shares726 from 418
Change+308 (+74%)
Value$135.1K (+$44.6K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares717
Change+717
Value$133.4K
Filed 2026-11-04
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$129.9K (-$21.2K)
Filed 2026-10-23
Highline Wealth Partners LLC
INCREASED
Shares695 from 632
Change+63 (+10%)
Value$129.3K (-$7.5K)
Filed 2026-10-19
Navigoe, LLC
DECREASED
Shares690 from 691
Change-1 (0%)
Value$128.0K (-$21.0K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
DECREASED
Shares683 from 684
Change-1 (0%)
Value$127.1K (-$21.0K)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$123.5K (-$20.2K)
Filed 2026-10-20
Old Second National Bank of Aurora
DECREASED
Shares652 from 752
Change-100 (-13%)
Value$121.3K (-$41.5K)
Filed 2026-10-22
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$121.3K (-$19.8K)
Filed 2026-10-23
Entrust Financial LLC
INCREASED
Shares645 from 639
Change+6 (+1%)
Value$120.0K (-$18.3K)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares638
Change+638
Value$118.6K
Filed 2026-10-27
Duncker Streett & Co Inc
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$118.7K (-$19.4K)
Filed 2026-10-27
Adirondack Trust Co
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$116.3K (-$19.0K)
Filed 2026-10-14
Wilkerson Advisory Group LLC
INCREASED
Shares623 from 618
Change+5 (+1%)
Value$115.9K (-$17.9K)
Filed 2026-10-20
IFS Advisors, LLC
INCREASED
Shares621 from 21
Change+600 (+2857%)
Value$115.5K (+$111.0K)
Filed 2026-10-14
Mcdonald Partners LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$112.6K (-$18.4K)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares596 from 528
Change+68 (+13%)
Value$110.9K (-$14.3K)
Filed 2026-10-30
Salomon & Ludwin, LLC
DECREASED
Shares592 from 599
Change-7 (-1%)
Value$110.1K (-$20.8K)
Filed 2026-10-29
TFC Financial Management, Inc.
INCREASED
Shares590 from 431
Change+159 (+37%)
Value$109.8K (+$16.5K)
Filed 2026-10-26
Hilltop National Bank
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$109.0K (-$17.8K)
Filed 2026-10-14
Caldwell Trust Co
DECREASED
Shares585 from 858
Change-273 (-32%)
Value$108.8K (-$76.9K)
Filed 2026-10-30
Essential Partners LLC
DECREASED
Shares582 from 714
Change-132 (-18%)
Value$108.3K (-$46.3K)
Filed 2026-10-14
Mechanics Financial Corp
INCREASED
Shares578 from 570
Change+8 (+1%)
Value$107.5K (-$15.9K)
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
NEW
Shares574
Change+574
Value$106.8K
Filed 2026-10-13
United Financial Planning Group LLC
DECREASED
Shares557 from 574
Change-17 (-3%)
Value$103.6K (-$20.6K)
Filed 2026-11-04
RHL Group, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$102.3K (-$16.5K)
Filed 2026-11-04
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$100.5K (-$16.4K)
Filed 2026-10-29
GoalVest Advisory LLC
INCREASED
Shares535 from 232
Change+303 (+131%)
Value$99.5K (+$49.3K)
Filed 2026-10-02
Birch Financial Group, LLC
NEW
Shares525
Change+525
Value$97.6K
Filed 2026-10-27
Chung Wu Investment Group, LLC
DECREASED
Shares520 from 1,610
Change-1,090 (-68%)
Value$96.7K (-$251.8K)
Filed 2026-11-03
CGC Financial Services, LLC
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$94.5K (-$15.5K)
Filed 2026-10-13
NorthAvenue LLC
DECREASED
Shares503 from 603
Change-100 (-17%)
Value$93.6K (-$36.9K)
Filed 2026-10-29
Flagship Wealth Advisors, LLC
DECREASED
Shares500 from 1,174
Change-674 (-57%)
Value$93.0K (-$161.1K)
Filed 2026-11-03
Legacies Wealth LLC
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$92.8K (-$15.2K)
Filed 2026-11-02
Fortis Group Advisors, LLC
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$92.5K (-$15.1K)
Filed 2026-11-06
Jnba Financial Advisors
INCREASED
Shares495 from 461
Change+34 (+7%)
Value$92.1K (-$7.7K)
Filed 2026-11-03
True Wealth Design, LLC
DECREASED
Shares492 from 954
Change-462 (-48%)
Value$91.5K (-$115.0K)
Filed 2026-10-13
Winch Advisory Services, LLC
DECREASED
Shares487 from 527
Change-40 (-8%)
Value$90.6K (-$23.5K)
Filed 2026-11-06
Costello Asset Management, Inc
DECREASED
Shares486 from 496
Change-10 (-2%)
Value$90.4K (-$16.9K)
Filed 2026-10-30
Barrett & Company, Inc.
DECREASED
Shares485 from 560
Change-75 (-13%)
Value$90.3K (-$31.0K)
Filed 2026-10-22
Tsfg, LLC
DECREASED
Shares484 from 786
Change-302 (-38%)
Value$90.0K (-$80.0K)
Filed 2026-10-23
Financial Consulate, Inc
DECREASED
Shares477 from 852
Change-375 (-44%)
Value$88.8K (-$95.7K)
Filed 2026-10-23
Pacific Center for Financial Services
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$88.2K (-$14.4K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
INCREASED
Shares471 from 394
Change+77 (+20%)
Value$87.6K (+$2.3K)
Filed 2026-11-04
SRH Advisors, LLC
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$86.1K (-$14.1K)
Filed 2026-10-22
PFS Partners, LLC
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$84.3K (-$13.8K)
Filed 2026-10-21
Advantage Trust Co
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$82.2K (-$13.4K)
Filed 2026-10-19
Reap Financial Group, LLC
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$82.0K (-$13.4K)
Filed 2026-11-02
Sawyer & Company, Inc
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$79.4K (-$13.0K)
Filed 2026-10-21
Owl Creek Wealth Partners LLC
DECREASED
Shares419 from 594
Change-175 (-29%)
Value$78.0K (-$50.6K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$77.8K (-$12.7K)
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares417
Change+417
Value$77.6K
Filed 2026-10-29
Sunrise Financial Services, LLC
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$77.4K (-$12.7K)
Filed 2026-10-21
Alpine Bank Wealth Management
DECREASED
Shares414 from 702
Change-288 (-41%)
Value$77.0K (-$74.9K)
Filed 2026-10-16
Ares Financial Consulting, LLC
INCREASED
Shares409 from 388
Change+21 (+5%)
Value$76.1K (-$7.9K)
Filed 2026-10-19
WPG Advisers, LLC
DECREASED
Shares402 from 405
Change-3 (-1%)
Value$74.8K (-$12.9K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares401 from 201
Change+200 (+100%)
Value$74.6K (+$31.1K)
Filed 2026-10-28
Advocate Investing Services LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$74.4K (-$12.2K)
Filed 2026-10-26
StrongBox Wealth, LLC
INCREASED
Shares396 from 392
Change+4 (+1%)
Value$73.7K (-$11.2K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares395 from 806
Change-411 (-51%)
Value$73.5K (-$101.0K)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares390
Change+390
Value$72.6K
Filed 2026-10-27
TrinityBridge Ltd
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$71.0K (-$12.0K)
Filed 2026-10-30
Investors Research Corp
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$71.1K (-$11.6K)
Filed 2026-10-07
West Paces Advisors Inc.
INCREASED
Shares366 from 269
Change+97 (+36%)
Value$68.1K (+$9.9K)
Filed 2026-10-13
Markowski Investments
INCREASED
Shares361 from 343
Change+18 (+5%)
Value$67.2K (-$7.1K)
Filed 2026-10-30
Holos Integrated Wealth LLC
INCREASED
Shares360 from 260
Change+100 (+38%)
Value$68.9K (+$8.7K)
Filed 2026-10-23
Bear Mountain Capital, Inc.
INCREASED
Shares360 from 359
Change+1 (+0%)
Value$68.4K (-$9.5K)
Filed 2026-11-04
Breakwater Investment Management
INCREASED
Shares355 from 351
Change+4 (+1%)
Value$66.0K (-$9.9K)
Filed 2026-10-20
Wolff Wiese Magana LLC
INCREASED
Shares330 from 322
Change+8 (+2%)
Value$61.4K (-$8.3K)
Filed 2026-10-15
Trifecta Capital Advisors, LLC
DECREASED
Shares325 from 341
Change-16 (-5%)
Value$60.5K (-$13.4K)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$57.9K (-$9.5K)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares310 from 283
Change+27 (+10%)
Value$57.8K (-$3.6K)
Filed 2026-10-26
Proathlete Wealth Management LLC
NEW
Shares303
Change+303
Value$56.4K
Filed 2026-10-15
Planning Strategies Inc.
INCREASED
Shares301 from 297
Change+4 (+1%)
Value$56.0K (-$8.3K)
Filed 2026-10-02
Foster Dykema Cabot & Partners, LLC
NEW
Shares300
Change+300
Value$55.8K
Filed 2026-10-30
Burkett Financial Services, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$56.0K (-$9.2K)
Filed 2026-10-01
Olistico Wealth, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$55.8K (-$9.1K)
Filed 2026-10-05
Fortitude Family Office, LLC
INCREASED
Shares287 from 158
Change+129 (+82%)
Value$53.4K (+$19.2K)
Filed 2026-10-14
Concord Wealth Partners
DECREASED
Shares285 from 287
Change-2 (-1%)
Value$53.0K (-$9.1K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares284 from 272
Change+12 (+4%)
Value$52.8K (-$6.0K)
Filed 2026-10-13
Cranbrook Wealth Management, LLC
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$52.5K (-$8.6K)
Filed 2026-10-28
Laurel Wealth Advisors LLC
NEW
Shares281
Change+281
Value$52.3K
Filed 2026-10-27
Fairscale Capital, LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$47.9K (-$12.5K)
Filed 2026-11-04
Friedenthal Financial
INCREASED
Shares277 from 177
Change+100 (+57%)
Value$51.5K (+$13.2K)
Filed 2026-10-27
Deseret Mutual Benefit Administrators
DECREASED
Shares273 from 305
Change-32 (-10%)
Value$50.8K (-$15.2K)
Filed 2026-11-04
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares270 from 285
Change-15 (-5%)
Value$50.2K (-$11.5K)
Filed 2026-11-06
Wealth Analytics Partners, LLC
NEW
Shares267
Change+267
Value$49.7K
Filed 2026-10-19
Activest Wealth Management
DECREASED
Shares266 from 301
Change-35 (-12%)
Value$49.5K (-$15.7K)
Filed 2026-10-15
CrossGen Wealth, LLC
INCREASED
Shares253 from 53
Change+200 (+377%)
Value$47.1K (+$35.6K)
Filed 2026-10-30
Addison Advisors LLC
INCREASED
Shares247 from 212
Change+35 (+17%)
Value$46.0K (+$62)
Filed 2026-11-06
Pathway Financial Advisers, LLC
NEW
Shares242
Change+242
Value$45.0K
Filed 2026-10-27
Southern Michigan Bank & Trust
INCREASED
Shares237 from 227
Change+10 (+4%)
Value$44.1K (-$5.0K)
Filed 2026-10-19
Clark Wealth Partners
INCREASED
Shares237 from 234
Change+3 (+1%)
Value$44.0K (-$6.5K)
Filed 2026-10-19
West Financial Advisors, LLC
DECREASED
Shares233 from 433
Change-200 (-46%)
Value$43.4K (-$50.4K)
Filed 2026-10-22
Aspect Partners, LLC
INCREASED
Shares232 from 224
Change+8 (+4%)
Value$43.3K (-$5.3K)
Filed 2026-10-20
Albion Financial Group
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$43.0K (-$7.0K)
Filed 2026-10-21
MB, Levis & Associates, LLC
DECREASED
Shares230 from 290
Change-60 (-21%)
Value$42.9K (-$20.0K)
Filed 2026-10-16
Canton Hathaway, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$42.8K (-$7.0K)
Filed 2026-10-23
Arlington Trust Co LLC
INCREASED
Shares229 from 111
Change+118 (+106%)
Value$42.6K (+$18.6K)
Filed 2026-10-20
Country Trust Bank
DECREASED
Shares227 from 258
Change-31 (-12%)
Value$42.2K (-$13.6K)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares222
Change+222
Value$41.3K
Filed 2026-10-27
Clearstead Trust, LLC
DECREASED
Shares219 from 220
Change-1 (0%)
Value$40.7K (-$6.9K)
Filed 2026-11-06
Acumen Wealth Advisors, LLC
INCREASED
Shares218 from 144
Change+74 (+51%)
Value$40.6K (+$9.4K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$39.4K (-$6.4K)
Filed 2026-10-21
High Note Wealth, LLC
DECREASED
Shares211 from 265
Change-54 (-20%)
Value$39.3K (-$18.1K)
Filed 2026-10-27
Birchbrook, Inc.
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$37.7K (-$6.2K)
Filed 2026-10-14
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares200
Change+200
Value$37.2K
Filed 2026-10-07
Bank of New Hampshire
INCREASED
Shares200 from 100
Change+100 (+100%)
Value$37.2K (+$15.6K)
Filed 2026-10-06
Coastline Trust Co
DECREASED
Shares200 from 237
Change-37 (-16%)
Value$37.2K (-$14.1K)
Filed 2026-10-01
Networth Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$37.2K (-$6.1K)
Filed 2026-11-03
New England Capital Financial Advisors LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$36.4K (-$5.9K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED
Shares189 from 238
Change-49 (-21%)
Value$35.1K (-$16.4K)
Filed 2026-10-29
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$34.6K (-$5.7K)
Filed 2026-10-16
Kozak & Associates, Inc.
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$30.3K (-$9.3K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$17.0K (+$17.0K)
Filed 2026-11-04
RMG Wealth Management LLC
DECREASED
Shares175 from 196
Change-21 (-11%)
Value$32.9K (-$12.4K)
Filed 2026-10-26
Strategic Advocates LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$32.6K (-$5.3K)
Filed 2026-11-03
Godsey & Gibb, Inc
INCREASED
Shares174 from 167
Change+7 (+4%)
Value$32.4K (-$3.8K)
Filed 2026-10-14
Joseph Group Capital Management
INCREASED
Shares172 from 163
Change+9 (+6%)
Value$32.0K (-$3.3K)
Filed 2026-11-04
Berbice Capital Management LLC
DECREASED
Shares169 from 1,969
Change-1,800 (-91%)
Value$31.4K (-$394.8K)
Filed 2026-10-13
Steph & Co
INCREASED
Shares164 from 151
Change+13 (+9%)
Value$30.5K (-$2.2K)
Filed 2026-10-07
Davis Capital Management
DECREASED
Shares163 from 171
Change-8 (-5%)
Value$30.3K (-$6.7K)
Filed 2026-10-08
Bare Financial Services, Inc
DECREASED
Shares162 from 165
Change-3 (-2%)
Value$30.1K (-$5.6K)
Filed 2026-11-04
Fiduciary Advisors, Inc.
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$29.0K (-$4.7K)
Filed 2026-10-16
IMG Wealth Management, Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$28.8K (-$4.7K)
Filed 2026-10-27
Three Bridge Wealth Advisors, LLC
NEW
Shares152
Change+152
Value$28.3K
Filed 2026-11-05
Chilton Capital Management LLC
DECREASED
Shares151 from 238
Change-87 (-37%)
Value$28.1K (-$23.4K)
Filed 2026-10-28
Bayforest Capital Ltd
NEW
Shares150
Change+150
Value$27.9K
Filed 2026-11-03
Hyposwiss Advisors SA
DECREASED
Shares150 from 451
Change-301 (-67%)
Value$27.9K (-$69.7K)
Filed 2026-10-26
James T. Borello RIA
DECREASED
Shares149 from 241
Change-92 (-38%)
Value$27.7K (-$24.4K)
Filed 2026-10-16
Covestor Ltd
INCREASED
Shares149 from 145
Change+4 (+3%)
Value$28 (-$4)
Filed 2026-10-30
Piscataqua Savings Bank
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$27.0K (-$4.4K)
Filed 2026-10-21
Sfam, LLC
DECREASED
Shares141 from 171
Change-30 (-18%)
Value$26.2K (-$10.8K)
Filed 2026-11-03
Bell Investment Advisors, Inc
INCREASED
Shares136 from 134
Change+2 (+1%)
Value$25.3K (-$3.7K)
Filed 2026-10-29
Bayban
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$29.2K ($0)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
DECREASED
Shares133 from 293
Change-160 (-55%)
Value$24.7K (-$38.7K)
Filed 2026-10-29
Gold Investment Management Ltd.
DECREASED
Shares130 from 346
Change-216 (-62%)
Value$24.2K (-$50.7K)
Filed 2026-10-19
Baer Investment Advisory LLC
NEW
Shares125
Change+125
Value$23.3K
Filed 2026-10-13
Valley Wealth Managers, Inc.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$23.3K (-$3.8K)
Filed 2026-10-09
DiNuzzo Private Wealth, Inc.
DECREASED
Shares118 from 120
Change-2 (-2%)
Value$22.0K (-$4.0K)
Filed 2026-10-16
Phillip James Consulting Co.
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$22.0K (-$3.6K)
Filed 2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$21.8K (-$3.6K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
INCREASED
Shares111 from 22
Change+89 (+405%)
Value$20.7K (+$15.9K)
Filed 2026-10-09
Tompkins Financial Corp
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$20.5K (-$3.3K)
Filed 2026-10-05
Plato Investment Management Ltd
DECREASED
Shares108 from 160
Change-52 (-32%)
Value$20.2K (-$14.3K)
Filed 2026-11-05
Downshift Financial, LLC
DECREASED
Shares108 from 109
Change-1 (-1%)
Value$20.1K (-$3.5K)
Filed 2026-10-13
Lynch Investment Planning, LLC
NEW
Shares101
Change+101
Value$18.8K
Filed 2026-10-27
Vima LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.6K (-$3.0K)
Filed 2026-10-23
Accordant Advisory Group Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.6K (-$3.0K)
Filed 2026-10-29
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$19 (-$3)
Filed 2026-10-14
DB Fitzpatrick & Co, Inc
DECREASED
Shares97 from 7,659
Change-7,562 (-99%)
Value$18.0K (-$1.6M)
Filed 2026-10-19
Blume Capital Management, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$17.7K (-$2.9K)
Filed 2026-10-26
Hurley Capital, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$17.1K (-$2.8K)
Filed 2026-11-05
Bfsg, LLC
INCREASED
Shares88 from 41
Change+47 (+115%)
Value$16.4K (+$7.5K)
Filed 2026-10-30
Hughes Financial Services, LLC
DECREASED
Shares84 from 125
Change-41 (-33%)
Value$14.5K (-$12.6K)
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares83
Change+83
Value$15.4K
Filed 2026-10-19
Bay Harbor Wealth Management, LLC
DECREASED
Shares82 from 579
Change-497 (-86%)
Value$15.3K (-$110.1K)
Filed 2026-11-03
Prudent Man Investment Management, Inc.
INCREASED
Shares81 from 60
Change+21 (+35%)
Value$15.1K (+$2.0K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
INCREASED
Shares78 from 66
Change+12 (+18%)
Value$14.5K (+$225)
Filed 2026-10-23
Peterson Wealth Management
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$13.8K (-$2.3K)
Filed 2026-11-06
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares65 from 190
Change-125 (-66%)
Value$12.1K (-$29.0K)
Filed 2026-10-15
Centerpoint Advisors, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$12.0K (+$12.0K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED
Shares62 from 12
Change+50 (+417%)
Value$11.5K (+$8.9K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$11.5K (-$1.9K)
Filed 2026-10-15
Pittenger & Anderson Inc
DECREASED
Shares61 from 1,448
Change-1,387 (-96%)
Value$11.4K (-$302.1K)
Filed 2026-11-02
Security National Bank
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$10.0K (-$1.6K)
Filed 2026-10-26
Montgomery Financial Services LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$10.0K (-$1.6K)
Filed 2026-11-03
American Capital Advisory, LLC
DECREASED
Shares52 from 265
Change-213 (-80%)
Value$9.7K (-$47.7K)
Filed 2026-10-28
Marquette Asset Management, LLC
DECREASED
Shares50 from 67
Change-17 (-25%)
Value$9.3K (-$5.2K)
Filed 2026-10-09
CKW Financial Group
DECREASED
Shares50 from 63
Change-13 (-21%)
Value$10 (-$4)
Filed 2026-10-29
Reyes Financial Architecture, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$9.3K (-$1.5K)
Filed 2026-10-22
Collier Financial
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$8.2K (-$1.3K)
Filed 2026-11-06
KFG LLC
NEW
Shares43
Change+43
Value$8.0K
Filed 2026-11-02
J.Safra Asset Management Corp
INCREASED
Shares42 from 39
Change+3 (+8%)
Value$7.8K (-$628)
Filed 2026-11-03
First Financial Corp
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$7.8K (-$1.3K)
Filed 2026-10-13
Kingdom Financial Group Llc.
DECREASED
Shares40 from 142
Change-102 (-72%)
Value$7.4K (-$23.3K)
Filed 2026-11-04
Torren Management, LLC
INCREASED
Shares40 from 5
Change+35 (+700%)
Value$7.4K (+$6.4K)
Filed 2026-10-29
Key Capital Management, Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$7.2K (-$1.2K)
Filed 2026-11-03
Rothwell Investment Advisors, LLC
NEW
Shares38
Change+38
Value$7.1K
Filed 2026-11-06
Valued Wealth Advisors LLC
DECREASED
Shares34 from 41
Change-7 (-17%)
Value$6.3K (-$2.6K)
Filed 2026-11-05
Coston, McIsaac & Partners
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$6.3K (+$6.3K)
Filed 2026-11-06
American National Bank & Trust
DECREASED
Shares33 from 45
Change-12 (-27%)
Value$6.1K (-$3.6K)
Filed 2026-10-07
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$6.0K (-$973)
Filed 2026-10-30
Gleason Group, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$5.8K (-$943)
Filed 2026-10-15
Cdkv Holdings LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$5.6K (-$913)
Filed 2026-10-28
McCarley & Cook Financial Planners
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$5.6K (-$912)
Filed 2026-10-21
POM Investment Strategies, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$4.8K (-$791)
Filed 2026-10-20
Polaris Financial Partners
NEW
Shares25
Change+25
Value$5
Filed 2026-10-02
Towne Trust Company, N.a
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.7K (-$761)
Filed 2026-10-28
Burk Holdings LLC
INCREASED
Shares23 from 4
Change+19 (+475%)
Value$4.3K (+$3.4K)
Filed 2026-11-05
Creative Capital Management Investments LLC
INCREASED
Shares23 from 22
Change+1 (+5%)
Value$4.3K (-$483)
Filed 2026-10-28
Hager Investment Management Services, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.7K (-$608)
Filed 2026-11-04
PayPay Securities Corp
DECREASED
Shares19 from 22
Change-3 (-14%)
Value$3.5K (-$1.2K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares17 from 440
Change-423 (-96%)
Value$3.2K (-$92.1K)
Filed 2026-10-14
United Community Bank
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.2K (-$517)
Filed 2026-10-28
John Boyer, Inc.
NEW
Shares15
Change+15
Value$2.8K
Filed 2026-10-27
Maseco LLP
NEW
Shares14
Change+14
Value$2.6K
Filed 2026-10-27
Point Nemo Capital, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.4K (-$395)
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.4K (-$395)
Filed 2026-11-04
Peterson Wealth Services
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.4K (-$395)
Filed 2026-10-26
Bernzott Capital Advisors
NEW
Shares11
Change+11
Value$2.0K
Filed 2026-10-29
Vision Financial Markets LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.1K (-$345)
Filed 2026-10-22
Retirement Wealth Solutions LLC
INCREASED
Shares10 from 4
Change+6 (+150%)
Value$1.9K (+$995)
Filed 2026-10-07
Union Savings Bank
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.9K (-$304)
Filed 2026-10-14
First Bancorp, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.9K (-$304)
Filed 2026-10-26
Decker Retirement Planning Inc.
DECREASED
Shares9 from 95
Change-86 (-91%)
Value$1.7K (-$18.9K)
Filed 2026-10-19
Strengthening Families & Communities, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.5K (-$244)
Filed 2026-10-21
Mascoma Wealth Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.5K (-$244)
Filed 2026-10-23
Align Financial, LLC
NEW
Shares7
Change+7
Value$1.3K
Filed 2026-10-16
Redwood Park Advisors LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.1K (-$182)
Filed 2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.1K (-$182)
Filed 2026-10-28
Kings Path Partners LLC
DECREASED
Shares5 from 9
Change-4 (-44%)
Value$930 (-$1.0K)
Filed 2026-10-21
Signature Resources Capital Management, LLC
NEW
Shares4
Change+4
Value$744
Filed 2026-10-16
Midwest Capital Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$558 (-$91)
Filed 2026-11-04
Beacon Financial Strategies Corp
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$559 (-$91)
Filed 2026-10-14
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$373 (-$60)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
NEW
Shares1
Change+1
Value$132
Filed 2026-11-02
Monetary Solutions, Ltd
NEW
Shares1
Change+1
Value$186
Filed 2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$187 (-$30)
Filed 2026-10-15
Meitav Investment House LTD
CLOSED
Shares0 from 243,606
Change-243,606 (-100%)
Value$0 (-$52.7M)
Filed 2026-10-28
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 55,467
Change-55,467 (-100%)
Value$0 (-$12.0M)
Filed 2026-11-03
Sierra Summit Advisors LLC
CLOSED
Shares0 from 38,824
Change-38,824 (-100%)
Value$0 (-$8.4M)
Filed 2026-10-28
Birinyi Associates Inc
CLOSED
Shares0 from 15,600
Change-15,600 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-28
Udine Wealth Management, Inc.
CLOSED
Shares0 from 13,048
Change-13,048 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-23
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 11,929
Change-11,929 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-16
VCI Wealth Management LLC
CLOSED
Shares0 from 10,450
Change-10,450 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-29
Benedict Financial Advisors Inc
CLOSED
Shares0 from 10,377
Change-10,377 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-07
Wellington Shields & Co., LLC
CLOSED
Shares0 from 6,707
Change-6,707 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Diversified Trust Co
CLOSED
Shares0 from 6,513
Change-6,513 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 4,856
Change-4,856 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 4,593
Change-4,593 (-100%)
Value$0 (-$994.2K)
Filed 2026-10-26
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 4,341
Change-4,341 (-100%)
Value$0 (-$939.7K)
Filed 2026-11-06
Triangle Securities Wealth Management
CLOSED
Shares0 from 4,272
Change-4,272 (-100%)
Value$0 (-$924.8K)
Filed 2026-10-14
Floyd Financial Group LLC
CLOSED
Shares0 from 4,172
Change-4,172 (-100%)
Value$0 (-$905.8K)
Filed 2026-10-28
Fulcrum Asset Management LLP
CLOSED
Shares0 from 3,174
Change-3,174 (-100%)
Value$0 (-$681.4K)
Filed 2026-11-04
Perpetual Ltd
CLOSED
Shares0 from 3,092
Change-3,092 (-100%)
Value$0 (-$669.3K)
Filed 2026-10-13
Jessup Wealth Management, Inc
CLOSED
Shares0 from 3,007
Change-3,007 (-100%)
Value$0 (-$650.9K)
Filed 2026-10-20
Check Capital Management Inc
CLOSED
Shares0 from 2,890
Change-2,890 (-100%)
Value$0 (-$625.6K)
Filed 2026-11-05
Autumn Glory Partners, LLC
CLOSED
Shares0 from 2,601
Change-2,601 (-100%)
Value$0 (-$563.0K)
Filed 2026-10-26
Wheelhouse Advisory Group LLC
CLOSED
Shares0 from 2,452
Change-2,452 (-100%)
Value$0 (-$530.7K)
Filed 2026-10-20
Allegiance Financial Group Advisory Services LLC
CLOSED
Shares0 from 2,271
Change-2,271 (-100%)
Value$0 (-$491.6K)
Filed 2026-11-02
Sanchez Wealth Management Group
CLOSED
Shares0 from 2,165
Change-2,165 (-100%)
Value$0 (-$468.6K)
Filed 2026-11-02
Chickasaw Capital Management LLC
CLOSED
Shares0 from 2,087
Change-2,087 (-100%)
Value$0 (-$452.0K)
Filed 2026-10-08
QTR Family Wealth, LLC
CLOSED
Shares0 from 2,056
Change-2,056 (-100%)
Value$0 (-$445.1K)
Filed 2026-11-02
Rockland Trust Co
CLOSED
Shares0 from 1,997
Change-1,997 (-100%)
Value$0 (-$432.3K)
Filed 2026-10-05
Providence First Trust Co
CLOSED
Shares0 from 1,813
Change-1,813 (-100%)
Value$0 (-$392.4K)
Filed 2026-11-02
25 LLC
CLOSED
Shares0 from 1,780
Change-1,780 (-100%)
Value$0 (-$385.3K)
Filed 2026-10-13
Targeted Financial Services LLC
CLOSED
Shares0 from 1,631
Change-1,631 (-100%)
Value$0 (-$353.1K)
Filed 2026-10-19
ProVise Management Group, LLC
CLOSED
Shares0 from 1,625
Change-1,625 (-100%)
Value$0 (-$351.8K)
Filed 2026-11-06
Mccarter Private Wealth Services LLC
CLOSED
Shares0 from 1,584
Change-1,584 (-100%)
Value$0 (-$342.9K)
Filed 2026-10-22
Masterinvest Kapitalanlage GmbH
CLOSED
Shares0 from 1,545
Change-1,545 (-100%)
Value$0 (-$334.4K)
Filed 2026-11-03
Wealth Science Advisors LLC
CLOSED
Shares0 from 1,468
Change-1,468 (-100%)
Value$0 (-$317.8K)
Filed 2026-10-09
Investment Research Partners LLC
CLOSED
Shares0 from 1,464
Change-1,464 (-100%)
Value$0 (-$316.9K)
Filed 2026-10-19
Avail Investment Partners, LLC
CLOSED
Shares0 from 1,449
Change-1,449 (-100%)
Value$0 (-$313.7K)
Filed 2026-10-16
SYM Financial Corp
CLOSED
Shares0 from 1,441
Change-1,441 (-100%)
Value$0 (-$311.9K)
Filed 2026-10-26
Hudock, Inc.
CLOSED
Shares0 from 1,428
Change-1,428 (-100%)
Value$0 (-$309.2K)
Filed 2026-10-14
Quantum Financial Partners LLC
CLOSED
Shares0 from 1,383
Change-1,383 (-100%)
Value$0 (-$299.4K)
Filed 2026-10-19
Rockport Wealth LLC
CLOSED
Shares0 from 1,338
Change-1,338 (-100%)
Value$0 (-$289.6K)
Filed 2026-11-03
Saxon Interests, Inc.
CLOSED
Shares0 from 1,306
Change-1,306 (-100%)
Value$0 (-$282.7K)
Filed 2026-10-26
AA Financial Advisors, LLC
CLOSED
Shares0 from 1,295
Change-1,295 (-100%)
Value$0 (-$280.3K)
Filed 2026-10-19
Waterfront Wealth Inc.
CLOSED
Shares0 from 1,266
Change-1,266 (-100%)
Value$0 (-$281.4K)
Filed 2026-11-03
Moran Wealth Management, LLC
CLOSED
Shares0 from 1,265
Change-1,265 (-100%)
Value$0 (-$273.8K)
Filed 2026-10-22
Strategic Equity Management
CLOSED
Shares0 from 1,259
Change-1,259 (-100%)
Value$0 (-$272.4K)
Filed 2026-11-04
Opal Wealth Advisors, LLC
CLOSED
Shares0 from 1,256
Change-1,256 (-100%)
Value$0 (-$271.9K)
Filed 2026-10-16
Motley Fool Asset Management LLC
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$270.6K)
Filed 2026-10-27
Hengehold Capital Management LLC
CLOSED
Shares0 from 1,231
Change-1,231 (-100%)
Value$0 (-$266.5K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 1,228
Change-1,228 (-100%)
Value$0 (-$265.8K)
Filed 2026-10-14
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 1,183
Change-1,183 (-100%)
Value$0 (-$256.1K)
Filed 2026-10-20
Meadowbrook Wealth Management, LLC
CLOSED
Shares0 from 1,170
Change-1,170 (-100%)
Value$0 (-$255.7K)
Filed 2026-10-08
FSM Wealth Advisors, LLC
CLOSED
Shares0 from 1,152
Change-1,152 (-100%)
Value$0 (-$249.3K)
Filed 2026-10-27
Rhodes Investment Advisors Inc
CLOSED
Shares0 from 1,147
Change-1,147 (-100%)
Value$0 (-$248.3K)
Filed 2026-10-07
Opus Financial Solutions LLC
CLOSED
Shares0 from 1,134
Change-1,134 (-100%)
Value$0 (-$245.5K)
Filed 2026-11-06
Correct Capital Wealth Management
CLOSED
Shares0 from 1,131
Change-1,131 (-100%)
Value$0 (-$244.8K)
Filed 2026-11-02
Capstone Wealth Management, LLC
CLOSED
Shares0 from 1,127
Change-1,127 (-100%)
Value$0 (-$244.0K)
Filed 2026-11-02
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 1,112
Change-1,112 (-100%)
Value$0 (-$240.6K)
Filed 2026-10-08
Lee Financial Co
CLOSED
Shares0 from 1,101
Change-1,101 (-100%)
Value$0 (-$238.3K)
Filed 2026-10-16
Peachtree Investment Partners, LLC
CLOSED
Shares0 from 1,098
Change-1,098 (-100%)
Value$0 (-$237.6K)
Filed 2026-11-05
Northern Financial Advisors Inc
CLOSED
Shares0 from 1,090
Change-1,090 (-100%)
Value$0 (-$236.0K)
Filed 2026-10-29
Woodward Diversified Capital, LLC
CLOSED
Shares0 from 1,075
Change-1,075 (-100%)
Value$0 (-$232.7K)
Filed 2026-10-21
Sunesis Advisors, LLC
CLOSED
Shares0 from 1,067
Change-1,067 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-26
Perennial Advisors, LLC
CLOSED
Shares0 from 1,066
Change-1,066 (-100%)
Value$0 (-$230.8K)
Filed 2026-10-13
Hamilton Capital, LLC
CLOSED
Shares0 from 1,062
Change-1,062 (-100%)
Value$0 (-$229.9K)
Filed 2026-10-08
Baring Financial LLC
CLOSED
Shares0 from 1,057
Change-1,057 (-100%)
Value$0 (-$228.8K)
Filed 2026-10-07
Vista Capital Partners, Inc.
CLOSED
Shares0 from 1,051
Change-1,051 (-100%)
Value$0 (-$227.5K)
Filed 2026-11-06
Walser Wealth Management Company, A Ltd Liability Co
CLOSED
Shares0 from 1,051
Change-1,051 (-100%)
Value$0 (-$227.4K)
Filed 2026-10-15
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 1,050
Change-1,050 (-100%)
Value$0 (-$227.3K)
Filed 2026-10-01
Stockman Wealth Management, Inc.
CLOSED
Shares0 from 1,047
Change-1,047 (-100%)
Value$0 (-$226.6K)
Filed 2026-10-27
Northwest Wealth Management, LLC
CLOSED
Shares0 from 1,046
Change-1,046 (-100%)
Value$0 (-$226.4K)
Filed 2026-10-30
Key Client Fiduciary Advisors, LLC
CLOSED
Shares0 from 1,044
Change-1,044 (-100%)
Value$0 (-$226.0K)
Filed 2026-10-19
Sonata Capital Group Inc
CLOSED
Shares0 from 1,043
Change-1,043 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-19
Baker Ellis Asset Management LLC
CLOSED
Shares0 from 1,042
Change-1,042 (-100%)
Value$0 (-$225.6K)
Filed 2026-10-14
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,039
Change-1,039 (-100%)
Value$0 (-$224.9K)
Filed 2026-10-15
Clarity Wealth Development LLC
CLOSED
Shares0 from 1,033
Change-1,033 (-100%)
Value$0 (-$223.6K)
Filed 2026-10-22
MBA Advisors LLC
CLOSED
Shares0 from 1,033
Change-1,033 (-100%)
Value$0 (-$223.6K)
Filed 2026-10-29
Clark & Stuart, Inc
CLOSED
Shares0 from 1,020
Change-1,020 (-100%)
Value$0 (-$220.8K)
Filed 2026-10-14
Landaas & Co
CLOSED
Shares0 from 1,018
Change-1,018 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-29
Elevation Wealth Management LLC
CLOSED
Shares0 from 1,011
Change-1,011 (-100%)
Value$0 (-$218.9K)
Filed 2026-11-02
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 1,009
Change-1,009 (-100%)
Value$0 (-$218.4K)
Filed 2026-11-06
Symmetry Partners, LLC
CLOSED
Shares0 from 1,007
Change-1,007 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-27
Woodard & Co Asset Management Group Inc
CLOSED
Shares0 from 1,006
Change-1,006 (-100%)
Value$0 (-$217.8K)
Filed 2026-11-03
Genesee Capital Advisors, LLC
CLOSED
Shares0 from 1,006
Change-1,006 (-100%)
Value$0 (-$217.7K)
Filed 2026-10-20
Smith Thornton Advisors LLC
CLOSED
Shares0 from 1,004
Change-1,004 (-100%)
Value$0 (-$216.4K)
Filed 2026-10-16
Matisse Capital
CLOSED
Shares0 from 1,004
Change-1,004 (-100%)
Value$0 (-$217.3K)
Filed 2026-10-29
Valley Brook Capital Group, Inc.
CLOSED
Shares0 from 1,004
Change-1,004 (-100%)
Value$0 (-$217.4K)
Filed 2026-10-26
Alchemi Wealth, LLC
CLOSED
Shares0 from 996
Change-996 (-100%)
Value$0 (-$215.6K)
Filed 2026-11-04
Connecticut Capital Management Group, LLC
CLOSED
Shares0 from 994
Change-994 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 990
Change-990 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-13
Financial Planning Hawaii, Inc.
CLOSED
Shares0 from 989
Change-989 (-100%)
Value$0 (-$214.1K)
Filed 2026-10-13
Haven Private, LLC
CLOSED
Shares0 from 986
Change-986 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-27
San Luis Wealth Advisors LLC
CLOSED
Shares0 from 975
Change-975 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-27
RFG Holdings, Inc.
CLOSED
Shares0 from 969
Change-969 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-30
Broadway Wealth Solutions, Inc.
CLOSED
Shares0 from 969
Change-969 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-21
Tortoise Investment Management, LLC
CLOSED
Shares0 from 969
Change-969 (-100%)
Value$0 (-$209.8K)
Filed 2026-11-06
Clearwave Capital, LLC
CLOSED
Shares0 from 965
Change-965 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-27
Luts & Greenleigh Group, Inc.
CLOSED
Shares0 from 963
Change-963 (-100%)
Value$0 (-$208.5K)
Filed 2026-11-05
Stephen J. Garry & Associates, LLC
CLOSED
Shares0 from 961
Change-961 (-100%)
Value$0 (-$208.1K)
Filed 2026-11-05
Whelan Financial
CLOSED
Shares0 from 959
Change-959 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-28
Corundum Trust Company, Inc
CLOSED
Shares0 from 958
Change-958 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-29
Norris Perne & French LLP
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-23
Cedar Point Capital Partners, LLC
CLOSED
Shares0 from 955
Change-955 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-29
Cache Advisors, LLC
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-16
AdviceOne Advisory Services, LLC
CLOSED
Shares0 from 949
Change-949 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-19
Diversified Management Inc
CLOSED
Shares0 from 946
Change-946 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-08
Element Pointe Advisors, LLC
CLOSED
Shares0 from 941
Change-941 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-21
IVC Wealth Advisors LLC
CLOSED
Shares0 from 940
Change-940 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-23
Centennial Wealth Advisory LLC
CLOSED
Shares0 from 940
Change-940 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-16
ARS Wealth Advisors Group, LLC
CLOSED
Shares0 from 939
Change-939 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-16
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 939
Change-939 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-14
Fidelity D & D Bancorp Inc
CLOSED
Shares0 from 938
Change-938 (-100%)
Value$0 (-$203.0K)
Filed 2026-11-05
3Chopt Investment Partners, LLC
CLOSED
Shares0 from 937
Change-937 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-30
Kraft, Davis & Associates, LLC
CLOSED
Shares0 from 934
Change-934 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-21
Kooman & Associates
CLOSED
Shares0 from 932
Change-932 (-100%)
Value$0 (-$201.8K)
Filed 2026-10-21
Optima Capital LLC
CLOSED
Shares0 from 925
Change-925 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-29
MKT Advisors LLC
CLOSED
Shares0 from 898
Change-898 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-20
Robinswood Financial LLC
CLOSED
Shares0 from 564
Change-564 (-100%)
Value$0 (-$122.1K)
Filed 2026-10-20
One River Asset Management, LLC
CLOSED
Shares0 from 327
Change-327 (-100%)
Value$0 (-$70.8K)
Filed 2026-10-21
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$68.0K)
Filed 2026-11-05
Axiom Investment Management LLC
CLOSED
Shares0 from 293
Change-293 (-100%)
Value$0 (-$63.4K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$60.5K)
Filed 2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$58.9K)
Filed 2026-10-29
Bullseye Investment Management, LLC
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$47.0K)
Filed 2026-10-29
Solstein Capital, LLC
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$40.7K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$37.9K)
Filed 2026-10-26
Sims Investment Management, LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$34.6K)
Filed 2026-10-13
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 127
Change-127 (-100%)
Value$0 (-$27)
Filed 2026-11-06
Gill Capital Partners, LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$22.5K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$16.3K)
Filed 2026-11-05
Icici Prudential Asset Management Co Ltd
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$4.8K)
Filed 2026-11-06
Y.D. More Investments Ltd
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-02
Raleigh Capital Management Inc.
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-28
Noble Wealth Management PBC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-01
Evolution Advisers, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-06
Merrithew & Thorsten Inc
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$416.9K (-$43.3K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 61,043,446
Change-61,043,446 (-100%)
Value—
FMR LLC
N/A
Shares— from 58,951,274
Change-58,951,274 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 51,463,432
Change-51,463,432 (-100%)
Value—
State Street Corp
N/A
Shares— from 38,047,990
Change-38,047,990 (-100%)
Value—
Capital World Investors
N/A
Shares— from 30,665,928
Change-30,665,928 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 28,260,770
Change-28,260,770 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 13,915,261
Change-13,915,261 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 13,414,486
Change-13,414,486 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,295,389
Change-11,295,389 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 11,083,202
Change-11,083,202 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,816,366
Change-10,816,366 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 9,522,431
Change-9,522,431 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 9,023,177
Change-9,023,177 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 6,890,252
Change-6,890,252 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,498,426
Change-6,498,426 (-100%)
Value—
Pentwater Capital Management LP
N/A
Shares— from 6,200,000
Change-6,200,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,351,819
Change-5,351,819 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 5,206,763
Change-5,206,763 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,953,503
Change-4,953,503 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,899,591
Change-4,899,591 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 4,577,642
Change-4,577,642 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 4,488,035
Change-4,488,035 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,275,409
Change-4,275,409 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,238,780
Change-4,238,780 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 4,212,507
Change-4,212,507 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,742,424
Change-3,742,424 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,510,340
Change-3,510,340 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 3,283,668
Change-3,283,668 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 3,274,825
Change-3,274,825 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,091,370
Change-3,091,370 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,881,096
Change-2,881,096 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 2,594,153
Change-2,594,153 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,346,066
Change-2,346,066 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,105,477
Change-2,105,477 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,054,226
Change-2,054,226 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,030,438
Change-2,030,438 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,774,464
Change-1,774,464 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,746,389
Change-1,746,389 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,693,708
Change-1,693,708 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,666,045
Change-1,666,045 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,525,027
Change-1,525,027 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,372,880
Change-1,372,880 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,332,624
Change-1,332,624 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,323,903
Change-1,323,903 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,318,800
Change-1,318,800 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,286,555
Change-1,286,555 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,270,252
Change-1,270,252 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,223,140
Change-1,223,140 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,153,924
Change-1,153,924 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,135,928
Change-1,135,928 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,095,725
Change-1,095,725 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 1,039,910
Change-1,039,910 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 997,846
Change-997,846 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 951,980
Change-951,980 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 923,442
Change-923,442 (-100%)
Value—
Southpoint Capital Advisors LP
N/A
Shares— from 900,000
Change-900,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 889,565
Change-889,565 (-100%)
Value—
Blair William & Co
N/A
Shares— from 878,396
Change-878,396 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 875,466
Change-875,466 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 874,437
Change-874,437 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 857,960
Change-857,960 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 857,294
Change-857,294 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 836,569
Change-836,569 (-100%)
Value—
Rovida Investment Management Ltd
N/A
Shares— from 832,000
Change-832,000 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 804,417
Change-804,417 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 800,000
Change-800,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 793,305
Change-793,305 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 747,035
Change-747,035 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 733,382
Change-733,382 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 710,100
Change-710,100 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 703,468
Change-703,468 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 683,059
Change-683,059 (-100%)
Value—
Aviva PLC
N/A
Shares— from 656,821
Change-656,821 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 647,437
Change-647,437 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 646,458
Change-646,458 (-100%)
Value—
Hill City Capital, LP
N/A
Shares— from 621,583
Change-621,583 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 606,492
Change-606,492 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 545,715
Change-545,715 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 545,456
Change-545,456 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 538,217
Change-538,217 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 538,127
Change-538,127 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 528,398
Change-528,398 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 526,170
Change-526,170 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 523,760
Change-523,760 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 518,639
Change-518,639 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 502,135
Change-502,135 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 496,935
Change-496,935 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 471,397
Change-471,397 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 470,713
Change-470,713 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 468,198
Change-468,198 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 445,373
Change-445,373 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 438,523
Change-438,523 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 426,026
Change-426,026 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 423,393
Change-423,393 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 412,428
Change-412,428 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 409,839
Change-409,839 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 398,945
Change-398,945 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 385,384
Change-385,384 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 383,014
Change-383,014 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 381,644
Change-381,644 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 379,443
Change-379,443 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 377,030
Change-377,030 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 371,734
Change-371,734 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 364,100
Change-364,100 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 361,824
Change-361,824 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 344,505
Change-344,505 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 343,938
Change-343,938 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 340,198
Change-340,198 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 338,613
Change-338,613 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 336,577
Change-336,577 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 335,611
Change-335,611 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 333,842
Change-333,842 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 326,406
Change-326,406 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 323,799
Change-323,799 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 320,584
Change-320,584 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 313,569
Change-313,569 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 313,048
Change-313,048 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 297,641
Change-297,641 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 294,483
Change-294,483 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 288,453
Change-288,453 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 286,756
Change-286,756 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 285,670
Change-285,670 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 283,098
Change-283,098 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 281,264
Change-281,264 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 280,000
Change-280,000 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 250,570
Change-250,570 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 248,283
Change-248,283 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 245,149
Change-245,149 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 242,448
Change-242,448 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 234,364
Change-234,364 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 233,302
Change-233,302 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 224,366
Change-224,366 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 221,835
Change-221,835 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 220,548
Change-220,548 (-100%)
Value—
ING Groep NV
N/A
Shares— from 216,507
Change-216,507 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 214,141
Change-214,141 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 210,544
Change-210,544 (-100%)
Value—
Avala Global LP
N/A
Shares— from 203,543
Change-203,543 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 201,577
Change-201,577 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 199,292
Change-199,292 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 199,218
Change-199,218 (-100%)
Value—
Minneapolis Portfolio Management Group, LLC
N/A
Shares— from 194,795
Change-194,795 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 191,228
Change-191,228 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 190,597
Change-190,597 (-100%)
Value—
Alpha Wave Global, LP
N/A
Shares— from 179,933
Change-179,933 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 179,362
Change-179,362 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 177,548
Change-177,548 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 176,701
Change-176,701 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 176,246
Change-176,246 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 172,377
Change-172,377 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 170,259
Change-170,259 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 167,958
Change-167,958 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 162,811
Change-162,811 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 155,172
Change-155,172 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 153,991
Change-153,991 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 152,911
Change-152,911 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 152,129
Change-152,129 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 146,792
Change-146,792 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 145,103
Change-145,103 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 143,558
Change-143,558 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 142,784
Change-142,784 (-100%)
Value—
&partners
N/A
Shares— from 139,730
Change-139,730 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 138,120
Change-138,120 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 133,150
Change-133,150 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 127,423
Change-127,423 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 124,937
Change-124,937 (-100%)
Value—
General Pension Society PZU Joint Stock Co
N/A
Shares— from 124,090
Change-124,090 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 122,783
Change-122,783 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 120,554
Change-120,554 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 120,360
Change-120,360 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 119,859
Change-119,859 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 119,112
Change-119,112 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 118,868
Change-118,868 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 118,807
Change-118,807 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 118,241
Change-118,241 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 117,408
Change-117,408 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 116,700
Change-116,700 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 116,032
Change-116,032 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 115,413
Change-115,413 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 114,256
Change-114,256 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 114,162
Change-114,162 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 114,044
Change-114,044 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 114,008
Change-114,008 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 112,678
Change-112,678 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 111,869
Change-111,869 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 111,541
Change-111,541 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 111,496
Change-111,496 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 111,049
Change-111,049 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 108,401
Change-108,401 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 107,864
Change-107,864 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 103,591
Change-103,591 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 102,505
Change-102,505 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 102,412
Change-102,412 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 102,072
Change-102,072 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 101,865
Change-101,865 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 101,322
Change-101,322 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 100,564
Change-100,564 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 100,109
Change-100,109 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 99,322
Change-99,322 (-100%)
Value—
Bbfit Investments PTE LTD
N/A
Shares— from 99,000
Change-99,000 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 98,338
Change-98,338 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 96,922
Change-96,922 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 95,000
Change-95,000 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 95,000
Change-95,000 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 94,297
Change-94,297 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 92,649
Change-92,649 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 88,763
Change-88,763 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 88,627
Change-88,627 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 88,309
Change-88,309 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 87,345
Change-87,345 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 84,534
Change-84,534 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 83,958
Change-83,958 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 83,451
Change-83,451 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 82,137
Change-82,137 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 80,197
Change-80,197 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 79,886
Change-79,886 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 79,309
Change-79,309 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 78,422
Change-78,422 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 77,242
Change-77,242 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 73,563
Change-73,563 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 72,544
Change-72,544 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 71,463
Change-71,463 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 69,794
Change-69,794 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 69,454
Change-69,454 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 69,263
Change-69,263 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 67,044
Change-67,044 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 66,500
Change-66,500 (-100%)
Value—
Valueworks LLC
N/A
Shares— from 66,038
Change-66,038 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 65,433
Change-65,433 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 64,410
Change-64,410 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 64,409
Change-64,409 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 64,397
Change-64,397 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 62,670
Change-62,670 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 61,789
Change-61,789 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 61,715
Change-61,715 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 61,142
Change-61,142 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 59,520
Change-59,520 (-100%)
Value—
Allstate Corp
N/A
Shares— from 59,507
Change-59,507 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 58,109
Change-58,109 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 57,957
Change-57,957 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 57,917
Change-57,917 (-100%)
Value—
Commerce Bank
N/A
Shares— from 57,747
Change-57,747 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 57,556
Change-57,556 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 56,502
Change-56,502 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 56,251
Change-56,251 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 54,765
Change-54,765 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 54,764
Change-54,764 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 53,494
Change-53,494 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 53,304
Change-53,304 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 53,200
Change-53,200 (-100%)
Value—
Capital International LTD
N/A
Shares— from 51,948
Change-51,948 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 51,356
Change-51,356 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 50,907
Change-50,907 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 50,254
Change-50,254 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 50,116
Change-50,116 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 49,907
Change-49,907 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 49,015
Change-49,015 (-100%)
Value—
Stephens Inc
N/A
Shares— from 48,526
Change-48,526 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 48,173
Change-48,173 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 47,701
Change-47,701 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 45,644
Change-45,644 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 45,477
Change-45,477 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 45,456
Change-45,456 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 45,056
Change-45,056 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 44,867
Change-44,867 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 44,808
Change-44,808 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 44,225
Change-44,225 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 43,950
Change-43,950 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 42,724
Change-42,724 (-100%)
Value—
Nwam LLC
N/A
Shares— from 42,564
Change-42,564 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 42,417
Change-42,417 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 42,283
Change-42,283 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 42,047
Change-42,047 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 41,670
Change-41,670 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 41,428
Change-41,428 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 39,668
Change-39,668 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 39,014
Change-39,014 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 38,816
Change-38,816 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 38,423
Change-38,423 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 37,888
Change-37,888 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 36,535
Change-36,535 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 35,876
Change-35,876 (-100%)
Value—
Allianz SE
N/A
Shares— from 35,472
Change-35,472 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 35,313
Change-35,313 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 35,035
Change-35,035 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 34,397
Change-34,397 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 34,295
Change-34,295 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 34,112
Change-34,112 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 33,606
Change-33,606 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 33,565
Change-33,565 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 33,405
Change-33,405 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 33,347
Change-33,347 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 32,738
Change-32,738 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 32,729
Change-32,729 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 32,657
Change-32,657 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 32,559
Change-32,559 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 32,245
Change-32,245 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 31,382
Change-31,382 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 31,184
Change-31,184 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 30,860
Change-30,860 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 30,855
Change-30,855 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 30,801
Change-30,801 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 30,457
Change-30,457 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 30,183
Change-30,183 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 29,620
Change-29,620 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 29,287
Change-29,287 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 29,275
Change-29,275 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 29,187
Change-29,187 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 28,573
Change-28,573 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 28,546
Change-28,546 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 28,384
Change-28,384 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 28,316
Change-28,316 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 28,222
Change-28,222 (-100%)
Value—
Shaolin Capital Management LLC
N/A
Shares— from 27,738
Change-27,738 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 27,460
Change-27,460 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 27,233
Change-27,233 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 27,208
Change-27,208 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 27,095
Change-27,095 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 26,940
Change-26,940 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 26,801
Change-26,801 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 26,530
Change-26,530 (-100%)
Value—
Gray Foundation
N/A
Shares— from 26,400
Change-26,400 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 26,274
Change-26,274 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 26,015
Change-26,015 (-100%)
Value—
Man Group plc
N/A
Shares— from 26,012
Change-26,012 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 25,897
Change-25,897 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 25,510
Change-25,510 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 25,398
Change-25,398 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 25,384
Change-25,384 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 25,275
Change-25,275 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 25,274
Change-25,274 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 25,099
Change-25,099 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 24,754
Change-24,754 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 24,642
Change-24,642 (-100%)
Value—
KP Management LLC
N/A
Shares— from 24,500
Change-24,500 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 24,411
Change-24,411 (-100%)
Value—
Ossiam
N/A
Shares— from 24,274
Change-24,274 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 24,203
Change-24,203 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 23,844
Change-23,844 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 23,743
Change-23,743 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 23,722
Change-23,722 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 23,526
Change-23,526 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 23,066
Change-23,066 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 23,056
Change-23,056 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 22,950
Change-22,950 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 22,917
Change-22,917 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 22,904
Change-22,904 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 22,861
Change-22,861 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 22,605
Change-22,605 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 22,528
Change-22,528 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 22,275
Change-22,275 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 22,103
Change-22,103 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 22,007
Change-22,007 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 21,922
Change-21,922 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 21,823
Change-21,823 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 21,711
Change-21,711 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 21,619
Change-21,619 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 21,574
Change-21,574 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 21,511
Change-21,511 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 21,298
Change-21,298 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 21,250
Change-21,250 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 21,123
Change-21,123 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 20,543
Change-20,543 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 20,464
Change-20,464 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 20,163
Change-20,163 (-100%)
Value—
Resolute Capital Asset Partners LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 19,977
Change-19,977 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 19,832
Change-19,832 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 19,795
Change-19,795 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 19,534
Change-19,534 (-100%)
Value—
Owlhouse Capital LP
N/A
Shares— from 19,400
Change-19,400 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 19,132
Change-19,132 (-100%)
Value—
FIL Ltd
N/A
Shares— from 19,070
Change-19,070 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 19,051
Change-19,051 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 18,682
Change-18,682 (-100%)
Value—
Niles Investment Management, LLC
N/A
Shares— from 18,607
Change-18,607 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 18,460
Change-18,460 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 18,295
Change-18,295 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 18,149
Change-18,149 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 17,496
Change-17,496 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 17,394
Change-17,394 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 17,365
Change-17,365 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,207
Change-17,207 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 17,178
Change-17,178 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 17,173
Change-17,173 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 17,147
Change-17,147 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 16,856
Change-16,856 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 16,743
Change-16,743 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 16,422
Change-16,422 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 16,355
Change-16,355 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 16,334
Change-16,334 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 16,142
Change-16,142 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,072
Change-16,072 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 15,890
Change-15,890 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 15,875
Change-15,875 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 15,628
Change-15,628 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,611
Change-15,611 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 15,370
Change-15,370 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 15,368
Change-15,368 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 14,938
Change-14,938 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 14,852
Change-14,852 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 14,738
Change-14,738 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 14,713
Change-14,713 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 14,493
Change-14,493 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,464
Change-14,464 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 14,436
Change-14,436 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 14,375
Change-14,375 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 14,309
Change-14,309 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 14,260
Change-14,260 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 14,241
Change-14,241 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 13,919
Change-13,919 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 13,899
Change-13,899 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 13,866
Change-13,866 (-100%)
Value—
EFG International AG
N/A
Shares— from 13,809
Change-13,809 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 13,599
Change-13,599 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 13,444
Change-13,444 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 13,261
Change-13,261 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 13,210
Change-13,210 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 12,914
Change-12,914 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,775
Change-12,775 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,740
Change-12,740 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 12,731
Change-12,731 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 12,668
Change-12,668 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 12,595
Change-12,595 (-100%)
Value—
Elwood Capital Partners LP
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 12,461
Change-12,461 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,418
Change-12,418 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 12,364
Change-12,364 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 11,905
Change-11,905 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 11,805
Change-11,805 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 11,797
Change-11,797 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 11,786
Change-11,786 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 11,474
Change-11,474 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 11,432
Change-11,432 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 11,374
Change-11,374 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 11,355
Change-11,355 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 11,247
Change-11,247 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,038
Change-11,038 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 11,034
Change-11,034 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 10,955
Change-10,955 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 10,610
Change-10,610 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 10,578
Change-10,578 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 10,566
Change-10,566 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 10,402
Change-10,402 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 10,269
Change-10,269 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 10,252
Change-10,252 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 10,038
Change-10,038 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 9,977
Change-9,977 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,959
Change-9,959 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 9,546
Change-9,546 (-100%)
Value—
Ategra Capital Management, LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 9,434
Change-9,434 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 9,403
Change-9,403 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 9,342
Change-9,342 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 9,280
Change-9,280 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,258
Change-9,258 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 9,253
Change-9,253 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 9,157
Change-9,157 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 9,153
Change-9,153 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 9,091
Change-9,091 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 9,038
Change-9,038 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 9,019
Change-9,019 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 9,005
Change-9,005 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 8,872
Change-8,872 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 8,820
Change-8,820 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,818
Change-8,818 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 8,817
Change-8,817 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 8,720
Change-8,720 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,632
Change-8,632 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 8,584
Change-8,584 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 8,539
Change-8,539 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 8,436
Change-8,436 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 8,395
Change-8,395 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 8,335
Change-8,335 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 8,319
Change-8,319 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 7,986
Change-7,986 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 7,887
Change-7,887 (-100%)
Value—
Simmons Bank
N/A
Shares— from 7,821
Change-7,821 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 7,818
Change-7,818 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 7,751
Change-7,751 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 7,737
Change-7,737 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,726
Change-7,726 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 7,682
Change-7,682 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,662
Change-7,662 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 7,655
Change-7,655 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 7,495
Change-7,495 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 7,468
Change-7,468 (-100%)
Value—
NCP Inc.
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 7,385
Change-7,385 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 7,353
Change-7,353 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 7,334
Change-7,334 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,138
Change-7,138 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,006
Change-7,006 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 7,003
Change-7,003 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 6,934
Change-6,934 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,910
Change-6,910 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 6,894
Change-6,894 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 6,713
Change-6,713 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 6,597
Change-6,597 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 6,597
Change-6,597 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 6,490
Change-6,490 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 6,132
Change-6,132 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 6,059
Change-6,059 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,057
Change-6,057 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 6,025
Change-6,025 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,983
Change-5,983 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 5,890
Change-5,890 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 5,674
Change-5,674 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,516
Change-5,516 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 5,392
Change-5,392 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 5,346
Change-5,346 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 4,859
Change-4,859 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,647
Change-4,647 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 4,624
Change-4,624 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 4,383
Change-4,383 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,383
Change-4,383 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,273
Change-4,273 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 4,271
Change-4,271 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,104
Change-4,104 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 4,034
Change-4,034 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 3,802
Change-3,802 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
DeepCurrents Investment Group LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,769
Change-3,769 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Water Island Capital LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,493
Change-3,493 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 3,174
Change-3,174 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 3,156
Change-3,156 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 3,126
Change-3,126 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Optas, LLC
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 3,014
Change-3,014 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 2,653
Change-2,653 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Quarry LP
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Harvest Management LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
S&CO Inc
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Bank OZK
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
BNP Paribas
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
SPG Advisors LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 998
Change-998 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 996
Change-996 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 989
Change-989 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 976
Change-976 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 965
Change-965 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 960
Change-960 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 957
Change-957 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 952
Change-952 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 943
Change-943 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 941
Change-941 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 930
Change-930 (-100%)
Value—
Motco
N/A
Shares— from 928
Change-928 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
FCA Corp
N/A
Shares— from 926
Change-926 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
CSS LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 783
Change-783 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 744
Change-744 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 723
Change-723 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 647
Change-647 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 636
Change-636 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 635
Change-635 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 615
Change-615 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 509
Change-509 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 418
Change-418 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 405
Change-405 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 367
Change-367 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 367
Change-367 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 345
Change-345 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 300
Change-300 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 290
Change-290 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 290
Change-290 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 267
Change-267 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 257
Change-257 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 232
Change-232 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 225
Change-225 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 205
Change-205 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 203
Change-203 (-100%)
Value—
Toews Corp
N/A
Shares— from 200
Change-200 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 181
Change-181 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 141
Change-141 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 140
Change-140 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 129
Change-129 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 119
Change-119 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 115
Change-115 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
CNB Bank
N/A
Shares— from 90
Change-90 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 72
Change-72 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 59
Change-59 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 54
Change-54 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 49
Change-49 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 23
Change-23 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 23
Change-23 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 14
Change-14 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED18,232,51717,976,472+256,045+1%$3.9B$3.4B-$496.9M2026-11-06
Fisher Asset Management, LLC
INCREASED6,191,6406,055,655+135,985+2%$1.3B$1.2B-$158.9M2026-11-06
Bank of New York Mellon Corp
DECREASED3,388,0533,454,348-66,295-2%$747.8M$630.3M-$117.4M2026-11-05
Deutsche Bank Ag\
DECREASED2,438,9052,492,058-53,153-2%$539.5M$453.8M-$85.7M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,163,0962,041,841+121,255+6%$442.0M$402.4M-$39.6M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,809,8121,851,978-42,166-2%$400.9M$336.7M-$64.2M2026-10-29
Amundi
INCREASED1,774,8161,222,827+551,989+45%$264.7M$330.2M+$65.5M2026-11-06
Citigroup Inc
INCREASED1,643,4951,529,921+113,574+7%$331.2M$305.8M-$25.4M2026-11-04
Barclays PLC
INCREASED1,537,2191,388,186+149,033+11%$300.5M$286.0M-$14.5M2026-11-06
Dimensional Fund Advisors LP
DECREASED1,529,4641,575,532-46,068-3%$341.1M$284.6M-$56.5M2026-11-04
LPL Financial LLC
INCREASED1,408,0961,406,306+1,790+0%$304.4M$262.0M-$42.4M2026-11-06
Ninety One UK Ltd
DECREASED1,236,2581,290,067-53,809-4%$279.3M$230.0M-$49.3M2026-10-15
Principal Financial Group Inc
INCREASED1,231,0951,148,848+82,247+7%$248.7M$229.0M-$19.6M2026-11-02
Allen Investment Management, LLC
DECREASED847,130936,436-89,306-10%$202.7M$157.6M-$45.1M2026-11-03
Fort Washington Investment Advisors Inc
DECREASED754,510755,368-8580%$163.5M$140.4M-$23.1M2026-10-15
Aberdeen Group plc
INCREASED662,070592,795+69,275+12%$128.3M$123.2M-$5.1M2026-11-06
MacKenzie Financial Corp
INCREASED592,923531,596+61,327+12%$115.1M$110.3M-$4.8M2026-11-02
New York State Teachers Retirement System
DECREASED561,062575,590-14,528-3%$124.6M$104.4M-$20.2M2026-10-22
Daiwa Securities Group Inc.
INCREASED538,274215,783+322,491+149%$46.7M$100.1M+$53.4M2026-10-29
Great Lakes Advisors, LLC
DECREASED519,682523,914-4,232-1%$113.4M$96.7M-$16.7M2026-11-06
Calamos Advisors LLC
INCREASED477,889239,870+238,019+99%$51.9M$88.9M+$37.0M2026-11-02
Sound Shore Management Inc
INCREASED449,760407,058+42,702+10%$88.1M$83.7M-$4.4M2026-11-06
Fifth Third Bancorp
DECREASED447,546518,172-70,626-14%$112.2M$83.3M-$28.9M2026-11-05
Douglas Lane & Associates, LLC
INCREASED431,882426,171+5,711+1%$92.3M$80.4M-$11.9M2026-10-09
Strs Ohio
DECREASED427,975442,061-14,086-3%$95.7M$79.6M-$16.1M2026-10-30
Imc-Chicago, LLC
INCREASED427,155300,918+126,237+42%$65.1M$79.5M+$14.3M2026-11-05
Asset Management One Co., Ltd.
DECREASED426,951441,667-14,716-3%$95.6M$79.4M-$16.2M2026-10-27
Sather Financial Group Inc
INCREASED399,121344,659+54,462+16%$74.6M$74.3M-$351.8K2026-10-30
Spectrum Financial Alliance Ltd LLC
INCREASED396,765361,814+34,951+10%$78.3M$73.8M-$4.5M2026-10-29
Creative Planning
DECREASED392,024429,686-37,662-9%$93.0M$72.9M-$20.1M2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED376,750371,231+5,519+1%$80.4M$70.1M-$10.3M2026-11-03
PFA Pension, Forsikringsaktieselskab
INCREASED369,891363,108+6,783+2%$78.6M$68.8M-$9.8M2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED348,704346,792+1,912+1%$75.1M$64.9M-$10.2M2026-10-20
Staley Capital Advisers Inc
INCREASED343,011337,329+5,682+2%$73.0M$63.8M-$9.2M2026-11-06
Keybank National Association
INCREASED342,847308,298+34,549+11%$66.7M$63.8M-$3.0M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED340,260337,899+2,361+1%$63.6M$53.9M-$9.7M2026-10-13
PNC Financial Services Group, Inc.
DECREASED338,687348,765-10,078-3%$75.5M$63.0M-$12.5M2026-11-06
Truist Financial Corp
DECREASED321,609336,877-15,268-5%$72.9M$59.8M-$13.1M2026-10-30
US Bancorp \de\
DECREASED313,671331,941-18,270-5%$71.9M$58.4M-$13.5M2026-11-05
Commonwealth Equity Services, LLC
DECREASED288,641305,072-16,431-5%$66.0M$53.7M-$12.3M2026-11-02
Jefferies Financial Group Inc.
INCREASED267,40811,462+255,946+2233%$2.5M$49.8M+$47.3M2026-11-05
Glenview Trust Co
INCREASED260,056257,809+2,247+1%$55.8M$48.4M-$7.4M2026-10-28
ZWJ Investment Counsel Inc
INCREASED253,190236,441+16,749+7%$51.2M$47.1M-$4.1M2026-10-15
Russell Investments Group, Ltd.
DECREASED249,459280,547-31,088-11%$60.7M$46.4M-$14.3M2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED241,778241,77800%$52.3M$45.0M-$7.4M2026-11-05
Pictet Asset Management Holding SA
DECREASED241,641243,421-1,780-1%$52.7M$45.0M-$7.7M2026-11-03
D.A. Davidson & Co.
INCREASED228,642222,239+6,403+3%$48.1M$42.5M-$5.6M2026-10-28
Czech National Bank
INCREASED227,092224,381+2,711+1%$48.6M$42.3M-$6.3M2026-10-13
ProShare Advisors LLC
DECREASED223,690228,241-4,551-2%$49.4M$41.6M-$7.8M2026-10-29
ARS Investment Partners, LLC
INCREASED222,158196,583+25,575+13%$42.6M$41.3M-$1.2M2026-11-05
Cacti Asset Management LLC
INCREASED214,530214,426+104+0%$46.4M$40.3M-$6.2M2026-10-01
CIBC Asset Management Inc
INCREASED212,212203,975+8,237+4%$44.2M$39.5M-$4.7M2026-11-05
Arizona State Retirement System
INCREASED208,683207,154+1,529+1%$44.8M$38.8M-$6.0M2026-11-03
Waycross Partners, LLC
INCREASED206,403190,728+15,675+8%$41.3M$38.4M-$2.9M2026-11-03
State of Michigan Retirement System
DECREASED198,596201,796-3,200-2%$43.7M$36.9M-$6.7M2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED197,485208,786-11,301-5%$45.2M$36.7M-$8.5M2026-11-02
Regions Financial Corp
INCREASED195,777189,264+6,513+3%$41.0M$36.4M-$4.5M2026-11-05
Nykredit A/S
INCREASED195,469188,345+7,124+4%$40.8M$36.4M-$4.4M2026-11-06
NAN Fung Trinity (HK) Ltd
NEW190,700—+190,700——$35.5M—2026-11-06
Nisa Investment Advisors, LLC
INCREASED184,652183,915+737+0%$39.8M$34.4M-$5.5M2026-10-20
Xponance LLC
INCREASED177,555169,008+8,547+5%$36.6M$33.0M-$3.6M2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED177,072197,807-20,735-10%$43.2M$34.0M-$9.2M2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED174,620174,115+505+0%$37.7M$32.5M-$5.2M2026-11-03
Retirement Systems of Alabama
INCREASED165,747165,604+143+0%$35.8M$30.8M-$5.0M2026-11-04
Kestra Advisory Services, LLC
INCREASED159,237152,915+6,322+4%$33.1M$29.6M-$3.5M2026-11-02
Bank Pictet & Cie (Europe) AG
DECREASED155,670156,470-800-1%$33.9M$29.0M-$4.9M2026-10-20
Neos Investment Management LLC
INCREASED147,306128,023+19,283+15%$27.7M$27.4M-$306.9K2026-11-04
OFI Invest Asset Management
DECREASED146,939150,936-3,997-3%$28.6M$24.1M-$4.5M2026-11-06
Amalgamated Bank
DECREASED145,015148,435-3,420-2%$32.1M$27.0M-$5.2M2026-10-23
Gateway Investment Advisers LLC
DECREASED144,541150,476-5,935-4%$32.6M$26.9M-$5.7M2026-10-13
Swiss Life Asset Management Ltd
INCREASED140,37462,193+78,181+126%$13.5M$26.1M+$12.7M2026-11-03
Rakuten Investment Management, Inc.
INCREASED139,165126,533+12,632+10%$27.2M$26.1M-$1.0M2026-10-30
Absher Wealth Management, LLC
INCREASED129,920125,545+4,375+3%$27.2M$24.2M-$3.0M2026-11-02
Abner Herrman & Brock LLC
DECREASED128,317130,043-1,726-1%$28.2M$23.9M-$4.3M2026-10-20
Americana Partners, LLC
DECREASED125,023164,440-39,417-24%$35.6M$23.3M-$12.3M2026-10-28
Cullen T Bankers, Inc.
DECREASED124,933126,662-1,729-1%$27.4M$23.2M-$4.2M2026-10-28
Kimelman & Baird, LLC
INCREASED119,720117,706+2,014+2%$25.5M$22.3M-$3.2M2026-11-03
Henshaw Capital LLC
DECREASED118,227118,228-10%$25.6M$22.0M-$3.6M2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED117,028131,149-14,121-11%$28.4M$21.8M-$6.6M2026-10-19
DDD Partners, LLC
INCREASED114,54382,623+31,920+39%$17.9M$21.3M+$3.4M2026-11-02
New York Life Investment Management LLC
INCREASED109,853109,754+99+0%$23.8M$20.4M-$3.3M2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED103,142111,114-7,972-7%$24.1M$19.2M-$4.9M2026-11-02
Heritage Investors Management Corp
DECREASED102,646105,903-3,257-3%$22.9M$19.1M-$3.8M2026-10-29
TD Waterhouse Canada Inc.
INCREASED102,08996,461+5,628+6%$21.1M$19.7M-$1.4M2026-10-16
Davidson Investment Advisors
DECREASED101,719102,283-564-1%$22.1M$18.9M-$3.2M2026-10-20
Oregon Public Employees Retirement Fund
INCREASED97,13597,009+126+0%$21.0M$18.1M-$2.9M2026-10-30
UniSuper Management Pty Ltd
INCREASED96,86185,161+11,700+14%$18.4M$18.0M-$413.8K2026-10-26
DekaBank Deutsche Girozentrale
NEW93,830—+93,830——$17.7K—2026-10-27
Davenport & Co LLC
INCREASED93,75291,965+1,787+2%$19.9M$17.4M-$2.5M2026-10-14
Grandfield & Dodd, LLC
INCREASED93,32771,312+22,015+31%$15.4M$17.4M+$1.9M2026-10-29
Eagle Global Advisors LLC
DECREASED91,63495,447-3,813-4%$20.7M$17.0M-$3.6M2026-11-02
F&V Capital Management, LLC
INCREASED91,05588,185+2,870+3%$19.1M$16.9M-$2.1M2026-10-19
KBC Group NV
INCREASED89,67187,162+2,509+3%$18.9M$16.7M-$2.2M2026-10-22
Mutual of America Capital Management LLC
DECREASED85,45185,950-499-1%$18.6M$15.9M-$2.7M2026-10-23
General American Investors Co Inc
UNCHANGED84,15484,15400%$18.2M$15.7M-$2.6M2026-11-02
Atria Investments, Inc
INCREASED81,43675,494+5,942+8%$16.3M$15.2M-$1.2M2026-10-15
U S Global Investors Inc
INCREASED79,26074,907+4,353+6%$16.2M$14.7M-$1.5M2026-10-22
Franklin Street Advisors Inc
DECREASED78,18489,084-10,900-12%$19.3M$14.5M-$4.7M2026-10-13
IFM Investors Pty Ltd
DECREASED77,89479,295-1,401-2%$17.2M$14.5M-$2.7M2026-10-14
State of Alaska, Department of Revenue
DECREASED76,30080,040-3,740-5%$17.3M$14.2M-$3.1M2026-10-15
CMH Wealth Management LLC
INCREASED74,32471,558+2,766+4%$15.5M$13.8M-$1.7M2026-10-22
Oppenheimer Asset Management Inc.
DECREASED73,87677,047-3,171-4%$16.7M$13.7M-$2.9M2026-10-27
Mission Wealth Management, LP
DECREASED72,27781,114-8,837-11%$17.6M$13.4M-$4.1M2026-10-15
Factory Mutual Insurance Co
DECREASED70,15070,400-2500%$15.2M$13.1M-$2.2M2026-10-30
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED70,00070,00000%$15.2M$13.0M-$2.1M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED69,64465,242+4,402+7%$14.1M$13.0M-$1.2M2026-10-16
Oppenheimer & Co Inc
DECREASED68,02470,917-2,893-4%$15.4M$12.7M-$2.7M2026-10-26
Granite Investment Partners, LLC
INCREASED67,79064,342+3,448+5%$13.9M$12.6M-$1.3M2026-11-04
Yousif Capital Management, LLC
DECREASED66,32666,575-2490%$14.4M$12.3M-$2.1M2026-10-22
Foster Victor Wealth Advisors, LLC
INCREASED65,60557,350+8,255+14%$12.5M$12.6M+$106.9K2026-10-21
Channing Capital Management, LLC
INCREASED64,81047,186+17,624+37%$10.2M$12.1M+$1.8M2026-11-02
Dilation Capital Management LP
DECREASED64,616125,077-60,461-48%$27.1M$12.0M-$15.1M2026-10-13
Kestra Private Wealth Services, LLC
INCREASED63,78761,259+2,528+4%$13.3M$11.9M-$1.4M2026-11-06
Third View Private Wealth, LLC
DECREASED63,29164,580-1,289-2%$14.0M$11.8M-$2.2M2026-10-30
Lavelle Capital LP
INCREASED63,1602,330+60,830+2611%$504.4K$11.8M+$11.2M2026-11-03
Calamos Wealth Management LLC
DECREASED62,12096,182-34,062-35%$20.8M$11.6M-$9.3M2026-11-02
Natixis
DECREASED60,817107,748-46,931-44%$23.3M$11.3M-$12.0M2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
DECREASED59,94074,594-14,654-20%$16.1M$11.2M-$5.0M2026-10-22
Ninety One SA (PTY) Ltd
DECREASED59,38859,411-230%$12.9M$11.1M-$1.7M2026-10-15
Lido Advisors, LLC
DECREASED59,38260,199-817-1%$13.0M$11.0M-$2.0M2026-11-04
iA Global Asset Management Inc.
DECREASED59,23062,200-2,970-5%$13.5M$11.0M-$2.4M2026-10-29
First American Bank
INCREASED58,75657,977+779+1%$12.6M$10.9M-$1.6M2026-10-27
CMG Global Holdings, LLC
INCREASED58,57358,368+205+0%$12.6M$10.9M-$1.7M2026-10-14
Compass Capital Management, Inc
INCREASED58,14955,384+2,765+5%$12.0M$10.8M-$1.2M2026-11-06
Pinnacle Associates LTD
INCREASED57,62356,398+1,225+2%$12.2M$10.7M-$1.5M2026-10-20
North Point Portfolio Managers Corp
DECREASED57,11958,192-1,073-2%$12.6M$10.6M-$2.0M2026-10-07
Vestor Capital, LLC
INCREASED56,647235+56,412+24005%$118$8.1K+$7.9K2026-11-04
Allied Investment Advisors, LLC
INCREASED56,31750,917+5,400+11%$11.0M$10.5M-$544.2K2026-10-13
Talbot Financial, LLC
INCREASED54,533960+53,573+5581%$207.8K$10.1M+$9.9M2026-10-19
Wedbush Securities Inc
DECREASED54,25454,781-527-1%$11.9M$10.1M-$1.8M2026-10-22
Xcel Wealth Management, LLC
INCREASED53,95753,394+563+1%$11.6M$10.0M-$1.5M2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED53,20951,686+1,523+3%$11.5M$10.0M-$1.5M2026-10-13
J.W. Cole Advisors, Inc.
DECREASED51,68752,338-651-1%$11.3M$9.6M-$1.7M2026-11-05
Highland Capital Management, LLC
DECREASED51,09851,296-1980%$11.1M$9.5M-$1.6M2026-10-26
AIA Group Ltd
INCREASED50,90237,431+13,471+36%$8.1M$9.5M+$1.4M2026-10-30
Yarbrough Capital, LLC
DECREASED49,84877,481-27,633-36%$16.8M$9.3M-$7.5M2026-10-19
ABN Amro Investment Solutions
INCREASED48,84640,039+8,807+22%$8.7M$9.1M+$420.6K2026-10-21
Allworth Financial LP
INCREASED48,15442,666+5,488+13%$9.2M$10.4M+$1.2M2026-11-06
OAK Family Advisors, LLC
DECREASED47,90152,667-4,766-9%$11.4M$8.9M-$2.5M2026-10-19
Strong Tower Advisory Services
INCREASED46,62246,013+609+1%$10.0M$8.7M-$1.3M2026-10-13
Savant Capital, LLC
INCREASED46,60230,040+16,562+55%$6.6M$8.7M+$2.1M2026-11-06
Maryland State Retirement & Pension System
INCREASED46,41540,688+5,727+14%$8.8M$8.6M-$172.2K2026-11-05
Strategic Wealth Investment Group, LLC
DECREASED45,66746,178-511-1%$10.0M$8.5M-$1.5M2026-10-29
Merit Financial Group, LLC
DECREASED45,42252,417-6,995-13%$11.3M$8.5M-$2.9M2026-11-06
McAlister, Sweet & Associates, Inc.
INCREASED45,42028,889+16,531+57%$6.3M$8.5M+$2.2M2026-10-07
Welch Financial Planning, LLC
DECREASED45,18258,924-13,742-23%$12.8M$8.4M-$4.3M2026-11-06
Verde Servicos Internacionais S.A.
INCREASED44,89941,881+3,018+7%$9.1M$8.4M-$713.0K2026-10-26
Jacobs & Co
DECREASED44,37644,915-539-1%$9.7M$8.3M-$1.5M2026-10-09
Certuity, LLC
DECREASED44,31344,320-70%$9.6M$8.3M-$1.3M2026-11-02
Hartford Investment Management Co
DECREASED42,29443,586-1,292-3%$9.4M$7.9M-$1.6M2026-11-04
Levin Capital Strategies, L.P.
DECREASED41,95255,514-13,562-24%$12.0M$7.8M-$4.2M2026-11-02
Bell & Brown Wealth Advisors, LLC
INCREASED41,69836,875+4,823+13%$8.0M$7.8M-$224.4K2026-10-16
Farther Finance Advisors, LLC
INCREASED40,81534,499+6,316+18%$7.5M$7.6M+$126.9K2026-10-08
Beacon Investment Advisory Services, Inc.
DECREASED40,60441,711-1,107-3%$9.0M$7.6M-$1.5M2026-10-13
FNY Investment Advisers, LLC
INCREASED40,30813,132+27,176+207%$2.8M$7.5M+$4.7M2026-10-16
Old North State Wealth Management, LLC
INCREASED39,88237,790+2,092+6%$8.2M$7.4M-$760.4K2026-10-22
Clifford Swan Investment Counsel LLC
DECREASED39,13639,396-260-1%$8.5M$7.3M-$1.2M2026-11-05
New Mexico Educational Retirement Board
UNCHANGED39,09539,09500%$8.5M$7.3M-$1.2M2026-11-05
Tritonpoint Wealth, LLC
DECREASED39,00140,627-1,626-4%$8.8M$7.3M-$1.5M2026-10-19
Louisiana State Employees Retirement System
DECREASED38,90040,300-1,400-3%$8.7M$7.2M-$1.5M2026-10-20
WealthBridge Investment Counsel Inc.
INCREASED38,89938,199+700+2%$8.3M$7.2M-$1.0M2026-10-13
Patten & Patten Inc
INCREASED38,57938,472+107+0%$8.3M$7.2M-$1.2M2026-10-26
Larson Financial Group LLC
INCREASED38,10737,011+1,096+3%$8.0M$7.1M-$922.0K2026-11-05
Adams Diversified Equity Fund, Inc.
UNCHANGED37,70037,70000%$8.2M$7.0M-$1.1M2026-10-21
Live Oak Private Wealth LLC
INCREASED37,40136,831+570+2%$8.0M$7.0M-$1.0M2026-11-02
Lazari Capital Management, Inc.
INCREASED37,22535,306+1,919+5%$7.6M$6.9M-$717.0K2026-10-20
RPG Investment Advisory, LLC
DECREASED36,91464,760-27,846-43%$14.0M$6.9M-$7.2M2026-10-21
Fagan Associates, Inc.
DECREASED36,79136,953-1620%$8.0M$6.8M-$1.2M2026-10-13
Next Level Private LLC
INCREASED36,17535,614+561+2%$7.7M$6.7M-$979.0K2026-10-20
Choreo, LLC
INCREASED35,95034,945+1,005+3%$7.6M$6.7M-$874.6K2026-10-28
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED35,70735,353+354+1%$7.7M$6.6M-$1.0M2026-11-03
Capital Planning LLC
INCREASED35,68935,106+583+2%$7.6M$6.6M-$959.5K2026-10-09
Kwmg, LLC
INCREASED35,60334,669+934+3%$7.5M$6.6M-$880.9K2026-10-07
Themes Management Co LLC
INCREASED35,11133,729+1,382+4%$7.3M$6.5M-$768.9K2026-10-29
Thrivent Financial for Lutherans
DECREASED34,94635,039-930%$7.6M$5.9M-$1.7M2026-11-05
Fiera Capital Corp
INCREASED34,10930,267+3,842+13%$6.6M$6.3M-$205.9K2026-11-06
Mengis Capital Management, Inc.
INCREASED33,51530,200+3,315+11%$6.5M$6.2M-$301.9K2026-10-13
Sterling Capital Management LLC
DECREASED33,47836,827-3,349-9%$8.0M$6.2M-$1.7M2026-10-22
Oak Thistle LLC
DECREASED33,15342,665-9,512-22%$9.2M$6.2M-$3.1M2026-10-21
Independent Financial Group, LLC
DECREASED32,91535,022-2,107-6%$7.6M$6.1M-$1.5M2026-10-13
Central Trust Co
DECREASED32,90834,900-1,992-6%$7.6M$6.1M-$1.4M2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED32,44931,889+560+2%$6.9M$6.0M-$865.9K2026-10-20
Cane Capital Partners, LLC
DECREASED32,37432,708-334-1%$7.1M$6.0M-$1.1M2026-10-23
Clearstead Advisors, LLC
DECREASED32,09332,668-575-2%$7.1M$6.0M-$1.1M2026-11-06
Retirement Planning Group, LLC
INCREASED31,9512,574+29,377+1141%$557.3K$491.4K-$65.9K2026-10-19
Compagnie Lombard Odier SCmA
INCREASED31,82831,528+300+1%$6.8M$5.9M-$903.3K2026-11-04
Gibbs Wealth Management
INCREASED31,74527,782+3,963+14%$6.0M$5.9M-$107.9K2026-10-22
Brighton Jones LLC
DECREASED31,53536,680-5,145-14%$7.9M$5.9M-$2.1M2026-11-03
Roffman Miller Associates Inc
DECREASED31,53132,850-1,319-4%$7.1M$5.9M-$1.2M2026-10-19
Inspire Trust Co, N.A.
INCREASED31,50025,500+6,000+24%$5.5M$5.9M+$340.6K2026-11-05
Vise Technologies, Inc.
NEW31,400—+31,400——$5.8M—2026-10-29
Sowell Financial Services LLC
DECREASED31,31532,447-1,132-3%$7.0M$5.8M-$1.2M2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED31,25528,706+2,549+9%$6.2M$5.8M-$399.0K2026-10-13
Meyer Handelman Co
DECREASED30,91133,211-2,300-7%$7.2M$5.8M-$1.4M2026-10-28
Sepio Capital, LP
DECREASED30,86636,461-5,595-15%$7.9M$5.7M-$2.1M2026-10-22
Integrity Wealth Advisors, Inc.
NEW30,332—+30,332——$5.6M—2026-10-29
Tokio Marine Asset Management Co LTD
INCREASED30,09929,146+953+3%$6.3M$5.6M-$709.3K2026-10-26
Leonteq Securities AG
DECREASED29,90332,545-2,642-8%$7.0M$5.6M-$1.5M2026-10-29
Independent Investors Inc
UNCHANGED29,45729,45700%$6.4M$5.5M-$896.1K2026-10-30
Prospera Financial Services Inc
DECREASED29,24932,510-3,261-10%$7.0M$5.0M-$2.0M2026-11-04
Nations Financial Group Inc,
DECREASED29,13729,676-539-2%$6.4M$5.4M-$1.0M2026-11-05
Econ Financial Services Corp
INCREASED29,08422,562+6,522+29%$4.9M$5.4M+$527.1K2026-10-19
EagleClaw Capital Managment, LLC
DECREASED28,76729,705-938-3%$6.4M$5.4M-$1.1M2026-11-06
LEE Danner & Bass Inc
INCREASED28,69627,946+750+3%$6.0M$5.3M-$710.6K2026-10-27
HUB Investment Partners, LLC
DECREASED28,48028,739-259-1%$6.2M$5.3M-$922.4K2026-11-03
Stanley-Laman Group, Ltd.
DECREASED28,42329,083-660-2%$6.3M$5.3M-$1.0M2026-10-20
Thompson Investment Management, Inc.
UNCHANGED28,23628,23600%$6.1M$5.3M-$858.9K2026-10-14
Soltis Investment Advisors LLC
DECREASED28,17928,351-172-1%$6.1M$5.2M-$894.5K2026-10-28
Codex Capital Asset Management L.L.C.
DECREASED28,00029,000-1,000-3%$6.3M$5.2M-$1.1M2026-10-30
Titleist Asset Management, LLC
INCREASED27,85926,950+909+3%$5.8M$5.2M-$650.1K2026-10-08
Sigma Planning Corp
DECREASED27,76228,101-339-1%$6.1M$5.2M-$917.5K2026-10-23
Hedges Asset Management LLC
UNCHANGED27,60027,60000%$6.0M$5.1M-$839.6K2026-10-29
Ascent Group, LLC
INCREASED27,54727,020+527+2%$5.8M$5.1M-$723.9K2026-10-30
Leelyn Smith, LLC
INCREASED27,48126,938+543+2%$5.8M$5.1M-$718.3K2026-11-03
Nilsine Partners, LLC
INCREASED27,44325,997+1,446+6%$5.6M$5.1M-$521.8K2026-11-02
Lipe & Dalton
UNCHANGED27,11627,11600%$5.9M$5.0M-$825.0K2026-10-15
B. Riley Wealth Advisors, Inc.
DECREASED26,97034,930-7,960-23%$7.5M$5.0M-$2.5M2026-10-13
Victrix Investment Advisors
INCREASED26,77725,452+1,325+5%$5.5M$5.0M-$527.7K2026-10-13
Citizens Financial Group Inc
DECREASED26,76327,263-500-2%$5.9M$5.0M-$922.4K2026-10-23
Apollon Wealth Management, LLC
DECREASED26,64327,505-862-3%$6.0M$5.0M-$997.1K2026-10-23
Bouvel Investment Partners, LLC
DECREASED26,41126,842-431-2%$5.8M$4.9M-$896.7K2026-10-13
TritonPoint Partners, LLC
DECREASED26,19745,289-19,092-42%$9.8M$4.9M-$4.9M2026-11-05
Valeo Financial Advisors, LLC
DECREASED25,97628,828-2,852-10%$6.2M$4.8M-$1.4M2026-10-08
Builder Investment Group Inc
INCREASED25,59323,010+2,583+11%$5.0M$4.8M-$219.4K2026-10-22
Aviance Capital Partners, LLC
DECREASED25,55626,229-673-3%$5.7M$4.8M-$923.0K2026-10-29
HB Wealth Management, LLC
DECREASED25,55330,472-4,919-16%$6.6M$4.8M-$1.8M2026-10-23
Vest Financial, LLC
DECREASED25,47925,769-290-1%$5.6M$4.7M-$837.9K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED25,46425,316+148+1%$5.5M$4.7M-$742.6K2026-10-23
Park Avenue Securities LLC
DECREASED25,40826,050-642-2%$5.6M$4.7M-$912.0K2026-10-26
Jamison Private Wealth Management, Inc.
INCREASED24,92023,901+1,019+4%$5.2M$4.6M-$537.4K2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED24,62118,535+6,086+33%$4.0M$4.6M+$569.7K2026-11-05
Moors & Cabot, Inc.
DECREASED24,41524,886-471-2%$5.4M$4.5M-$844.6K2026-11-06
Portside Wealth Group, LLC
DECREASED24,11625,773-1,657-6%$5.6M$4.5M-$1.1M2026-10-20
Venture Visionary Partners LLC
INCREASED23,85023,126+724+3%$5.0M$4.4M-$568.8K2026-10-07
Blue Zone Wealth Advisors, LLC
DECREASED23,59524,235-640-3%$5.2M$4.4M-$856.3K2026-10-19
North Dakota State Investment Board
INCREASED23,28222,468+814+4%$4.9M$4.3M-$532.0K2026-10-27
Pegasus Asset Management, Inc.
INCREASED23,13722,568+569+3%$4.9M$4.3M-$580.7K2026-11-03
MFA Wealth Advisors, LLC
INCREASED23,12422,631+493+2%$4.9M$4.3M-$596.7K2026-10-07
Mystic Asset Management, Inc.
INCREASED22,95522,608+347+2%$4.9M$4.3M-$623.1K2026-10-15
Compound Planning, Inc.
DECREASED22,80423,836-1,032-4%$5.2M$4.2M-$917.2K2026-11-05
Lake Street Private Wealth, LLC
DECREASED22,71824,043-1,325-6%$5.2M$4.2M-$977.9K2026-10-22
Wolverine Asset Management LLC
INCREASED22,2606,552+15,708+240%$1.4M$4.1M+$2.7M2026-11-02
Ninety One North America, Inc.
UNCHANGED22,26022,26000%$4.8M$4.1M-$677.2K2026-10-15
Retirement Planning Co of New England, Inc.
DECREASED21,69523,187-1,492-6%$5.0M$4.0M-$982.9K2026-10-15
Hoertkorn Richard Charles
DECREASED21,68921,804-115-1%$4.7M$4.0M-$684.7K2026-11-04
Farmers & Merchants Trust Co of Long Beach
INCREASED21,60321,591+12+0%$4.7M$4.0M-$654.6K2026-10-22
Royal Fund Management, LLC
INCREASED21,2731,445+19,828+1372%$312.8K$4.0M+$3.6M2026-10-22
Axxcess Wealth Management, LLC
INCREASED21,26120,589+672+3%$4.5M$4.0M-$501.2K2026-10-21
Fifth Third Wealth Advisors LLC
INCREASED21,11118,823+2,288+12%$4.1M$3.9M-$146.9K2026-10-22
Fourpath Capital Management, LLC
DECREASED21,02321,261-238-1%$4.6M$3.9M-$691.0K2026-10-19
Wesbanco Bank Inc
DECREASED20,96921,475-506-2%$4.6M$3.9M-$747.4K2026-11-04
Capital Investment Advisors, LLC
INCREASED20,61820,247+371+2%$4.4M$3.8M-$546.9K2026-10-22
Securian Asset Management, Inc
DECREASED20,57320,923-350-2%$4.5M$3.8M-$650.5K2026-11-06
Lynch & Associates
DECREASED20,22520,298-730%$4.4M$3.8M-$631.0K2026-10-13
Petredis Investment Advisors LLC
INCREASED20,18820,168+20+0%$4.4M$3.8M-$609.8K2026-10-20
Legal Advantage Investments, Inc.
UNCHANGED19,88019,88000%$4.3M$3.7M-$604.8K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED19,84417,059+2,785+16%$3.7M$3.7M-$8252026-10-16
Kerusso Capital Management LLC
INCREASED19,78417,962+1,822+10%$3.9M$3.7M-$207.4K2026-10-27
Principle Wealth Partners LLC
INCREASED19,73919,594+145+1%$4.2M$3.7M-$569.0K2026-11-02
Institute for Wealth Management, Llc.
INCREASED19,51919,103+416+2%$4.1M$3.6M-$503.7K2026-11-06
AMG National Trust Bank
INCREASED19,46816,271+3,197+20%$3.5M$3.6M+$99.8K2026-11-05
HCR Wealth Advisors
INCREASED19,39619,335+61+0%$4.2M$3.6M-$576.8K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED19,23618,934+302+2%$4.1M$3.6M-$519.9K2026-10-27
Edgemoor Investment Advisors, Inc.
INCREASED19,07011,322+7,748+68%$2.5M$3.5M+$1.1M2026-11-03
Ethic Inc.
INCREASED19,01318,257+756+4%$4.0M$3.5M-$414.7K2026-11-03
Tctc Holdings, LLC
INCREASED18,86118,406+455+2%$4.0M$3.5M-$475.3K2026-11-02
Florida Trust Wealth Management Co
DECREASED18,65620,617-1,961-10%$4.5M$3.5M-$992.0K2026-11-05
Equitable Trust Co
DECREASED18,62319,921-1,298-7%$4.3M$3.5M-$847.5K2026-10-13
UMB Bank, n.a.
DECREASED18,47018,938-468-2%$4.1M$3.4M-$663.2K2026-11-06
Weaver Consulting Group
DECREASED18,21118,267-560%$4.0M$3.4M-$566.1K2026-10-07
Mirador Capital Partners LP
NEW18,099—+18,099——$3.4M—2026-10-09
Brookstone Capital Management
DECREASED18,07318,213-140-1%$3.9M$3.4M-$580.0K2026-10-22
Knuff & Co LLC
DECREASED17,88118,031-150-1%$3.9M$3.3M-$576.4K2026-11-06
Great Hill Capital LLC
UNCHANGED17,82817,82800%$3.9M$3.3M-$542.3K2026-10-20
SBI Securities Co., Ltd.
INCREASED17,77117,358+413+2%$3.8M$3.3M-$451.2K2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED17,70319,495-1,792-9%$4.2M$3.3M-$926.4K2026-11-03
Vanguard Capital Wealth Advisors
INCREASED17,65416,874+780+5%$3.7M$3.3M-$368.2K2026-10-16
Platform Technology Partners
INCREASED17,64817,346+302+2%$3.8M$3.3M-$471.3K2026-11-02
Cornerstone Wealth Management, LLC
DECREASED17,53318,476-943-5%$4.0M$3.3M-$737.5K2026-11-04
Associated Banc-Corp
DECREASED17,52318,892-1,369-7%$4.1M$3.3M-$829.4K2026-10-30
Signature Equity Partners, LLC
INCREASED17,51117,458+53+0%$3.8M$3.3M-$521.2K2026-10-29
Tounjian Advisory Partners, LLC
DECREASED17,48118,529-1,048-6%$4.0M$3.3M-$758.6K2026-11-04
Northcape Wealth Management, LLC
INCREASED17,47916,810+669+4%$3.6M$3.3M-$386.9K2026-11-04
T3 Companies, LLC
INCREASED17,4581,100+16,358+1487%$238.1K$3.2M+$3.0M2026-10-22
Legacy Private Trust Co.
INCREASED17,32517,005+320+2%$3.7M$3.2M-$457.8K2026-10-06
Quadrant Capital Group LLC
DECREASED17,22417,886-662-4%$3.9M$3.2M-$659.7K2026-10-20
Princeton Capital Management LLC
INCREASED17,03113,696+3,335+24%$3.0M$3.2M+$203.8K2026-10-27
Dmkc Advisory Services, LLC
INCREASED16,95916,170+789+5%$3.5M$3.2M-$345.1K2026-11-04
Personal CFO Solutions, LLC
DECREASED16,89218,176-1,284-7%$3.9M$3.1M-$791.8K2026-11-06
AGP Franklin, LLC
INCREASED16,85416,621+233+1%$3.6M$3.1M-$462.3K2026-11-04
Asio Capital, LLC
INCREASED16,61316,205+408+3%$3.5M$3.1M-$417.0K2026-10-19
Hanson & Doremus Investment Management
INCREASED16,55716,402+155+1%$3.6M$3.1M-$470.0K2026-10-16
Wilmington Savings Fund Society, FSB
INCREASED16,29015,925+365+2%$3.4M$3.0M-$416.5K2026-10-23
Trust Co of Toledo NA
INCREASED16,20916,104+105+1%$3.5M$3.0M-$470.3K2026-10-16
First Citizens Bank & Trust Co
INCREASED16,1746,200+9,974+161%$1.3M$3.0M+$1.7M2026-10-14
Bokf, NA
INCREASED16,16210,927+5,235+48%$2.4M$3.0M+$641.6K2026-10-27
Ignite Planners, LLC
INCREASED16,04615,999+47+0%$3.5M$3.0M-$477.9K2026-10-14
Courier Capital LLC
INCREASED16,02415,414+610+4%$3.3M$3.0M-$355.4K2026-10-19
Tema Etfs LLC
INCREASED15,69514,835+860+6%$3.2M$2.9M-$291.3K2026-10-16
Missouri Trust & Investment Co
INCREASED15,56615,358+208+1%$3.3M$2.9M-$423.4K2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED15,55923,904-8,345-35%$5.2M$2.9M-$2.3M2026-10-29
King Luther Capital Management Corp
INCREASED15,42814,352+1,076+8%$3.1M$2.9M-$236.4K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED15,37013,479+1,891+14%$2.9M$2.9M-$58.2K2026-10-21
MCF Advisors LLC
DECREASED15,27716,202-925-6%$3.5M$2.8M-$665.0K2026-10-28
Level Four Advisory Services, LLC
INCREASED15,23314,186+1,047+7%$3.1M$2.8M-$236.2K2026-11-06
Peak Financial Advisors LLC
NEW15,150—+15,150——$2.8M—2026-10-28
Harrell Investment Partners, LLC
DECREASED15,02015,114-94-1%$3.3M$2.8M-$477.3K2026-10-15
Tandem Capital Management Corp
DECREASED14,97715,098-121-1%$3.3M$2.8M-$481.7K2026-10-22
Verdence Capital Advisors LLC
DECREASED14,96216,659-1,697-10%$3.6M$2.8M-$822.6K2026-10-26
180 Wealth Advisors, LLC
DECREASED14,83015,325-495-3%$3.3M$2.8M-$558.2K2026-11-03
CWA Asset Management Group, LLC
INCREASED14,67213,729+943+7%$3.0M$2.7M-$242.2K2026-10-19
Vontobel Holding Ltd.
DECREASED14,61621,341-6,725-32%$4.6M$2.7M-$1.9M2026-10-16
Waters Parkerson & Co., LLC
DECREASED14,46914,539-700%$3.1M$2.7M-$455.3K2026-11-04
MH & Associates Securities Management Corp
DECREASED14,40714,563-156-1%$3.2M$2.7M-$472.0K2026-10-30
MFG Wealth Management, Inc.
INCREASED14,40013,315+1,085+8%$2.9M$2.7M-$203.3K2026-10-09
J. Safra Sarasin Holding AG
INCREASED14,3717,981+6,390+80%$1.7M$2.7M+$945.6K2026-10-26
Point Windward Advisors Inc.
INCREASED14,37014,030+340+2%$3.0M$2.7M-$363.5K2026-11-06
Investment Research & Advisory Group, Inc.
DECREASED14,36114,816-455-3%$3.2M$2.7M-$538.0K2026-10-19
Montag A & Associates Inc
DECREASED14,35815,456-1,098-7%$3.3M$2.7M-$674.5K2026-10-29
Core Wealth Partners LLC
UNCHANGED14,34114,34100%$3.1M$2.7M-$436.3K2026-11-02
Chicago Capital, LLC
DECREASED14,32915,588-1,259-8%$3.4M$2.7M-$708.4K2026-10-13
Greenleaf Trust
DECREASED14,27214,323-510%$3.1M$2.7M-$445.2K2026-10-29
Apella Capital, LLC
INCREASED14,20213,895+307+2%$3.2M$2.7M-$544.6K2026-10-08
Machina Capital S.A.S.
NEW13,955—+13,955——$2.6M—2026-11-05
Cohen Investment Advisors LLC
DECREASED13,91314,244-331-2%$3.1M$2.6M-$494.9K2026-10-20
Family Legacy, Inc.
INCREASED13,83113,625+206+2%$2.9M$2.6M-$376.1K2026-10-13
Sterling Investment Management, LLC
INCREASED13,82610,117+3,709+37%$2.2M$2.6M+$382.3K2026-10-16
Nfsg Corp
INCREASED13,8108,144+5,666+70%$1.8M$2.6M+$806.4K2026-10-15
Mesirow Financial Investment Management, Inc.
DECREASED13,75715,241-1,484-10%$3.3M$2.6M-$739.8K2026-11-05
Magnus Financial Group LLC
DECREASED13,69613,947-251-2%$3.0M$2.5M-$471.0K2026-10-21
Wedmont Private Capital
INCREASED13,67511,599+2,076+18%$2.6M$2.6M-$10.7K2026-10-09
Verus Capital Partners, LLC
INCREASED13,46213,291+171+1%$2.9M$2.5M-$372.5K2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED13,45617,844-4,388-25%$3.9M$2.5M-$1.4M2026-10-20
Ritholtz Wealth Management
DECREASED13,39114,700-1,309-9%$3.2M$2.5M-$690.7K2026-11-05
KMG Fiduciary Partners, LLC
INCREASED13,34513,313+32+0%$2.9M$2.5M-$399.0K2026-10-14
Krilogy Financial LLC
DECREASED13,19615,655-2,459-16%$3.4M$2.5M-$888.2K2026-10-13
Collar Capital Management, LLC
INCREASED13,17312,998+175+1%$2.8M$2.5M-$362.8K2026-10-28
Wright Investors Service Inc
INCREASED13,16210,026+3,136+31%$2.2M$2.4M+$278.5K2026-11-02
Kassira Wealth Management LLC
INCREASED13,1419,592+3,549+37%$2.1M$2.4M+$368.5K2026-10-28
KCM Investment Advisors LLC
INCREASED13,11112,513+598+5%$2.7M$2.4M-$269.4K2026-10-27
Balboa Wealth Partners
INCREASED13,09812,957+141+1%$2.8M$2.4M-$367.9K2026-10-20
Guerra PAN Advisors, LLC
DECREASED13,06813,663-595-4%$3.0M$2.5M-$456.2K2026-10-26
SteelPeak Wealth, LLC
INCREASED13,00612,497+509+4%$2.7M$2.4M-$285.4K2026-10-16
Badgley Phelps Wealth Managers, LLC
DECREASED12,98914,194-1,205-8%$3.1M$2.4M-$656.0K2026-10-22
Midwest Trust Co
INCREASED12,92712,220+707+6%$2.6M$2.4M-$240.2K2026-10-22
Gamma Investing LLC
DECREASED12,86814,226-1,358-10%$3.1M$2.4M-$685.4K2026-10-08
Mather Group, Llc.
INCREASED12,8045,183+7,621+147%$1.1M$2.4M+$1.3M2026-10-14
Chicago Partners Investment Group LLC
DECREASED12,80115,430-2,629-17%$3.2M$2.4M-$817.4K2026-10-27
Bailard, Inc.
DECREASED12,76613,511-745-6%$2.9M$2.4M-$549.6K2026-10-13
Signaturefd, LLC
DECREASED12,76113,584-823-6%$2.9M$2.4M-$566.5K2026-10-23
Cohen Klingenstein LLC
UNCHANGED12,70012,70000%$2.7M$2.4M-$386.3K2026-10-15
Norway Savings Bank
INCREASED12,67112,303+368+3%$2.7M$2.4M-$305.8K2026-10-20
American State Bank (Iowa)
INCREASED12,64311,910+733+6%$2.6M$2.4M-$225.9K2026-11-03
Searle & Co.
UNCHANGED12,58512,58500%$2.7M$2.3M-$382.8K2026-11-04
Baker Tilly Wealth Management, LLC
INCREASED12,57912,123+456+4%$2.6M$2.3M-$284.0K2026-10-05
Diversify Wealth Management, LLC
INCREASED12,57312,419+154+1%$2.6M$2.4M-$253.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED12,57312,419+154+1%$2.6M$2.4M-$253.7K2026-10-20
Aviso Wealth Management
DECREASED12,52813,319-791-6%$2.9M$2.3M-$552.3K2026-11-04
Eastern Bank
DECREASED12,42912,600-171-1%$2.7M$2.3M-$415.1K2026-10-05
Avion Wealth
DECREASED12,33912,690-351-3%$2.7M$2.3M-$452.0K2026-11-04
B.A. Schrock Wealth Management, Inc.
NEW12,333—+12,333——$2.4M—2026-10-15
Wealth Effects LLC
INCREASED12,29011,906+384+3%$2.6M$2.3M-$290.7K2026-10-23
MGO One Seven LLC
INCREASED12,24812,177+71+1%$2.6M$2.3M-$357.3K2026-10-28
Integrated Advisors Network LLC
DECREASED12,14714,047-1,900-14%$3.0M$2.3M-$780.9K2026-10-20
Burns J W & Co Inc
INCREASED12,06512,047+18+0%$2.6M$2.2M-$363.1K2026-10-20
Norden Group LLC
INCREASED12,04710,318+1,729+17%$2.2M$2.2M+$7.8K2026-10-20
Tarbox Family Office, Inc.
INCREASED12,0394,826+7,213+149%$1.0M$2.2M+$1.2M2026-10-23
Evergreen Capital Management LLC
INCREASED11,9718,086+3,885+48%$1.8M$2.2M+$476.8K2026-10-23
NBT Bank, N.A.
DECREASED11,86011,923-63-1%$2.6M$2.2M-$374.4K2026-10-21
Madden Securities Corp
DECREASED11,84013,590-1,750-13%$2.9M$2.2M-$739.0K2026-10-27
Parcion Private Wealth LLC
DECREASED11,75113,113-1,362-10%$2.8M$2.2M-$652.3K2026-10-28
University of Texas S AM Investment Management Co
DECREASED11,73427,378-15,644-57%$5.9M$2.2M-$3.7M2026-11-03
Crossmark Global Holdings, Inc.
INCREASED11,72510,443+1,282+12%$2.3M$2.2M-$79.2K2026-10-21
Summit Financial Wealth Advisors, LLC
DECREASED11,64613,005-1,359-10%$2.8M$2.2M-$648.5K2026-10-15
Gables Capital Management Inc.
DECREASED11,63811,788-150-1%$2.6M$2.2M-$386.5K2026-11-04
Focus Financial Network, Inc.
INCREASED11,44311,197+246+2%$2.4M$2.1M-$294.8K2026-10-14
Avior Wealth Management, LLC
DECREASED11,38614,668-3,282-22%$3.2M$2.1M-$1.1M2026-10-13
Ashton Thomas Securities, LLC
INCREASED11,26911,229+40+0%$2.4M$2.1M-$332.0K2026-10-26
Lanark Financial, Inc.
DECREASED11,09813,353-2,255-17%$2.9M$2.1M-$825.9K2026-10-26
CX Institutional
INCREASED11,0679,488+1,579+17%$2.1M$2.1K-$2.1M2026-10-02
Visionary Wealth Advisors
DECREASED11,00411,786-782-7%$2.6M$2.0M-$504.0K2026-11-04
WoodTrust Financial Corp
INCREASED10,93510,244+691+7%$2.2M$2.0M-$182.0K2026-10-09
Central Pacific Bank - Trust Division
INCREASED10,86910,683+186+2%$2.3M$2.0M-$290.4K2026-10-06
IFP Advisors, Inc
DECREASED10,86611,970-1,104-9%$2.6M$2.0M-$569.5K2026-10-16
Profund Advisors LLC
DECREASED10,80911,766-957-8%$2.5M$2.0M-$536.0K2026-10-29
Plancorp, LLC
INCREASED10,80510,332+473+5%$2.2M$1.9M-$373.1K2026-11-03
Citizens National Bank Trust Department
INCREASED10,7029,237+1,465+16%$2.0M$2.0M-$8.4K2026-11-04
LJI Wealth Management, LLC
DECREASED10,68811,495-807-7%$2.5M$2.0M-$499.9K2026-10-28
RFG Advisory, LLC
INCREASED10,6638,659+2,004+23%$1.9M$2.0M+$109.6K2026-11-03
SS&H Financial Advisors, Inc.
INCREASED10,65010,550+100+1%$2.3M$2.0M-$303.0K2026-10-28
Alessandra Capital Management, LLC
DECREASED10,58711,229-642-6%$2.4M$2.0M-$460.9K2026-10-30
Portfolio Design Labs, LLC
INCREASED10,56010,271+289+3%$2.2M$2.0M-$258.7K2026-11-04
Turtle Creek Wealth Advisors, LLC
DECREASED10,49111,280-789-7%$2.4M$2.0M-$489.2K2026-10-15
SAX Wealth Advisors, LLC
INCREASED10,4292,322+8,107+349%$462.1K$1.9M+$1.5M2026-10-13
Neville Rodie & Shaw Inc
UNCHANGED10,42210,42200%$2.3M$1.9K-$2.3M2026-10-05
Westchester Capital Management, Inc.
UNCHANGED10,35310,35300%$2.2M$1.9M-$314.9K2026-10-23
Horizon Wealth Management, LLC
UNCHANGED10,33210,33200%$2.2M$1.9M-$314.3K2026-11-02
Meridian Wealth Management, LLC
DECREASED10,25612,699-2,443-19%$2.7M$1.9M-$841.0K2026-11-05
Ballast, Inc.
INCREASED10,1689,406+762+8%$2.0M$1.9M-$144.4K2026-10-20
Farmers & Merchants Investments Inc
DECREASED10,02510,141-116-1%$2.2M$1.9M-$330.1K2026-10-22
Canandaigua National Bank & Trust Co
DECREASED10,01210,813-801-7%$2.3M$1.9M-$478.0K2026-10-07
Williams Jones Wealth Management, Llc.
DECREASED10,00614,759-4,753-32%$3.2M$1.9M-$1.3M2026-11-05
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW9,983—+9,983——$1.9M—2026-11-04
May Hill Capital, LLC
DECREASED9,91110,051-140-1%$2.2M$1.8M-$331.8K2026-11-03
Sagespring Wealth Partners, LLC
DECREASED9,88910,711-822-8%$2.3M$1.8M-$478.7K2026-10-22
Parallel Advisors, LLC
DECREASED9,86811,351-1,483-13%$2.5M$1.8M-$621.3K2026-11-03
Kornitzer Capital Management Inc
DECREASED9,81610,836-1,020-9%$2.3M$1.8M-$519.4K2026-11-03
Smithbridge Asset Management Inc
INCREASED9,7447,594+2,150+28%$1.6M$1.8M+$169.0K2026-10-19
Zions Bancorporation, National Association
INCREASED9,6822,619+7,063+270%$566.9K$1.8M+$1.2M2026-11-06
Guardian Investment Management
INCREASED9,6259,350+275+3%$2.0M$1.8M-$233.3K2026-10-23
GC Wealth Management RIA, LLC
INCREASED9,5519,416+135+1%$2.0M$1.8M-$261.3K2026-11-02
Bangor Savings Bank
DECREASED9,5079,824-317-3%$2.1M$1.8M-$357.8K2026-10-06
OpenArc Corporate Advisory, LLC
DECREASED9,5049,616-112-1%$2.1M$1.8M-$313.4K2026-10-21
Cornerstone Planning, LLC
INCREASED9,4682,609+6,859+263%$564.8K$2.0M+$1.4M2026-10-27
Sculati Wealth Management, LLC
INCREASED9,4369,372+64+1%$2.0M$1.8M-$217.8K2026-10-19
Spire Wealth Management
DECREASED9,3559,662-307-3%$2.1M$1.7M-$351.0K2026-10-30
Simplicity Wealth,LLC
DECREASED9,34910,623-1,274-12%$2.3M$1.7M-$560.1K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED9,3127,467+1,845+25%$1.6M$1.7M+$116.0K2026-10-30
Shrier Wealth Management, LLC
DECREASED9,26410,959-1,695-15%$2.4M$1.7M-$648.7K2026-10-20
Tempus Wealth Planning, LLC
INCREASED9,1648,732+432+5%$1.9M$1.7M-$185.3K2026-10-14
Alps Advisors Inc
INCREASED9,1448,773+371+4%$1.9M$1.7M-$197.9K2026-11-03
Citizens & Northern Corp
INCREASED9,1429,062+80+1%$2.0M$1.7M-$260.8K2026-11-06
Traynor Capital Management, Inc.
INCREASED9,1398,747+392+4%$1.9M$1.7M-$193.1K2026-10-29
Primoris Wealth Advisors, LLC
INCREASED9,0892,844+6,245+220%$615.6K$1.7M+$1.1M2026-10-28
D'Orazio & Associates, Inc.
DECREASED9,0139,156-143-2%$2.0M$1.7M-$305.1K2026-11-04
Dynamic Advisor Solutions LLC
DECREASED8,9849,201-217-2%$2.0M$1.7M-$320.2K2026-10-13
XML Financial, LLC
INCREASED8,9448,380+564+7%$1.8M$1.7M-$150.0K2026-10-29
Assetmark, Inc
INCREASED8,9307,871+1,059+13%$1.7M$1.7M-$42.4K2026-10-21
HBK Sorce Advisory LLC
DECREASED8,8799,296-417-4%$2.2M$1.5M-$701.2K2026-11-06
Midwest Financial Group LLC
INCREASED8,8428,687+155+2%$1.9M$1.6M-$235.4K2026-10-15
Radnor Capital Management, LLC
UNCHANGED8,8058,80500%$1.9M$1.6M-$267.8K2026-10-23
Beese Fulmer Investment Management, Inc.
DECREASED8,7028,773-71-1%$1.9M$1.6M-$278.0K2026-10-23
DCF Advisers, LLC
INCREASED8,6256,000+2,625+44%$1.3M$1.6M+$305.9K2026-11-04
Pacific Sage Partners, LLC
INCREASED8,6238,607+16+0%$1.9M$1.6M-$258.9K2026-10-21
Romano Brothers and Company
DECREASED8,5898,646-57-1%$1.9M$1.6M-$273.6K2026-10-22
Golden State Wealth Management, LLC
DECREASED8,5598,642-83-1%$1.9M$1.6M-$278.3K2026-11-02
Jacobi Capital Management LLC
INCREASED8,5018,370+131+2%$1.8M$1.6M-$230.3K2026-11-05
Raab & Moskowitz Asset Management LLC
DECREASED8,4689,646-1,178-12%$2.1M$1.6M-$512.6K2026-11-02
Journey Retirement Planning & Investment Management LLC
DECREASED8,4169,993-1,577-16%$2.2M$1.6M-$597.4K2026-10-09
Uncommon Cents Investing Inc
INCREASED8,3688,365+3+0%$1.8M$1.6M-$253.9K2026-10-20
Madrona Financial Services, LLC
INCREASED8,2887,970+318+4%$1.7M$1.5M-$183.3K2026-10-23
Hardy Reed LLC
INCREASED8,2888,235+53+1%$1.8M$1.5M-$240.6K2026-11-06
VestGen Advisors, LLC
DECREASED8,24411,400-3,156-28%$2.5M$1.5M-$934.0K2026-10-27
Integrity Alliance, Llc.
INCREASED8,1636,768+1,395+21%$1.5M$1.5M+$53.5K2026-10-29
Diligent Investors, LLC
DECREASED8,1328,537-405-5%$1.8M$1.5M-$335.1K2026-10-21
Investors Asset Management of Georgia Inc
INCREASED8,0758,054+21+0%$1.7M$1.5M-$241.1K2026-10-20
Doliver Advisors, LP
DECREASED8,0638,102-390%$1.8M$1.5M-$253.7K2026-10-01
Perigon Wealth Management, LLC
DECREASED8,04710,477-2,430-23%$2.3M$1.5M-$770.8K2026-10-22
Carret Asset Management, LLC
INCREASED7,9907,705+285+4%$1.7M$1.5M-$181.4K2026-11-04
Guyasuta Investment Advisors Inc
DECREASED7,9587,995-370%$1.7M$1.5M-$250.1K2026-10-15
Whitaker-Myers Wealth Managers, Ltd.
NEW7,951—+7,951——$1.5M—2026-10-09
United Bank
INCREASED7,9447,169+775+11%$1.6M$1.5M-$73.9K2026-11-06
Pacifica Partners Inc.
DECREASED7,9087,939-310%$1.8M$1.5M-$275.8K2026-10-09
Nvwm, LLC
INCREASED7,9057,886+19+0%$1.7M$1.5M-$236.4K2026-10-14
Gen-Wealth Partners Inc
DECREASED7,8818,051-170-2%$1.7M$1.5M-$276.5K2026-11-04
Syntegra Private Wealth Group, LLC
DECREASED7,8427,968-126-2%$1.7M$1.5M-$265.8K2026-10-13
Bdfs Capital LLC
DECREASED7,8317,931-100-1%$1.7M$1.5M-$259.9K2026-10-14
West Wealth Group, LLC
DECREASED7,7737,871-98-1%$1.7M$1.4M-$257.9K2026-10-14
CenterStar Asset Management, LLC
INCREASED7,7464,488+3,258+73%$969.9K$1.4M+$472.7K2026-10-09
Daymark Wealth Partners, LLC
DECREASED7,6628,478-816-10%$1.8M$1.4M-$409.7K2026-11-04
Applied Capital LLC
DECREASED7,6557,748-93-1%$1.7M$1.4M-$253.0K2026-10-07
First Heartland Consultants, Inc.
INCREASED7,6483,798+3,850+101%$822.2K$1.4M+$600.8K2026-10-08
Busey Bank
DECREASED7,6427,789-147-2%$1.7M$1.4M-$264.3K2026-10-26
Cadinha & Co LLC
DECREASED7,61544,760-37,145-83%$9.7M$1.4M-$8.3M2026-10-22
Herold Advisors, Inc.
DECREASED7,5817,901-320-4%$1.7M$1.4M-$300.5K2026-10-19
Massachusetts Wealth Management
INCREASED7,5606,835+725+11%$1.5M$1.4M-$73.0K2026-10-21
Strategic Advisors LLC
NEW7,308—+7,308——$1.4M—2026-10-13
Procyon Advisors, LLC
DECREASED7,2767,614-338-4%$1.6M$1.4M-$294.5K2026-10-21
GAM Holding AG
DECREASED7,2157,783-568-7%$1.7M$1.3M-$342.4K2026-11-03
Jones Kertz & Associates, Inc.
UNCHANGED7,2137,21300%$1.6M$1.3M-$219.4K2026-10-28
Regatta Capital Group, LLC
DECREASED7,1557,413-258-3%$1.6M$1.3M-$273.4K2026-10-23
Aaron Wealth Advisors LLC
DECREASED7,1338,284-1,151-14%$1.8M$1.3M-$466.1K2026-10-13
Cigna Investments Inc
INCREASED7,1257,091+34+0%$1.5M$1.3M-$209.0K2026-10-19
Sage Investment Advisers LLC
DECREASED7,0998,049-950-12%$1.7M$1.3M-$421.6K2026-10-21
Blue Trust, Inc.
DECREASED7,0948,422-1,328-16%$1.8M$1.3M-$503.3K2026-10-15
True Private Wealth Advisors
DECREASED7,0907,106-160%$1.5M$1.3M-$219.0K2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED7,0787,350-272-4%$1.6M$1.3M-$274.2K2026-10-16
Rossmore Private Capital
DECREASED7,0767,126-50-1%$1.5M$1.3M-$226.1K2026-10-27
Fusion Capital, LLC
INCREASED7,0695,244+1,825+35%$1.1M$1.3M+$180.0K2026-10-28
Trust Investment Advisors
INCREASED7,0656,507+558+9%$1.4M$1.3M-$94.1K2026-10-20
Grove Bank & Trust
DECREASED7,04510,272-3,227-31%$2.2M$1.3M-$912.9K2026-10-08
Ferguson Wellman Capital Management, Inc
INCREASED7,0355,595+1,440+26%$1.2M$1.3M+$97.7K2026-10-05
Westhampton Capital, LLC
DECREASED7,0007,032-320%$1.5M$1.3M-$219.9K2026-10-30
Private Trust Co NA
INCREASED6,9326,842+90+1%$1.5M$1.3M-$191.4K2026-10-20
G&S Capital LLC
INCREASED6,9226,773+149+2%$1.5M$1.3M-$178.3K2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED6,9166,853+63+1%$1.5M$1.3M-$196.7K2026-10-23
Kampmann Melissa S.
INCREASED6,8296,699+130+2%$1.5M$1.3M-$179.6K2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED6,8226,82200%$1.5M$1.3M-$207.5K2026-10-22
Elyxium Wealth, LLC
DECREASED6,8146,928-114-2%$1.5M$1.3M-$232.0K2026-10-27
Clear Creek Financial Management, LLC
DECREASED6,7897,532-743-10%$1.6M$1.3M-$367.4K2026-10-28
New Wave Wealth Advisors LLC
INCREASED6,7605,016+1,744+35%$1.1M$1.3M+$174.9K2026-10-19
Fiduciary Alliance LLC
DECREASED6,7467,560-814-11%$1.6M$1.3M-$381.4K2026-10-13
Washington Trust Bank
DECREASED6,7107,122-412-6%$1.5M$1.2M-$293.3K2026-11-03
Ascentis Independent Advisors
INCREASED6,63532+6,603+20634%$6.9K$1.2M+$1.2M2026-11-03
Atlas Brown,Inc.
DECREASED6,6056,609-40%$1.4M$1.2M-$201.8K2026-10-09
TD Private Client Wealth LLC
DECREASED6,4887,951-1,463-18%$1.7M$1.2M-$514.1K2026-10-28
Cullinan Associates Inc
UNCHANGED6,4756,47500%$1.4M$1.2M-$197.0K2026-11-03
Crestwood Advisors Group, LLC
INCREASED6,4705,923+547+9%$1.3M$1.2M-$78.4K2026-10-27
Peoples Financial Services Corp.
DECREASED6,4506,480-300%$1.4M$1.2M-$202.7K2026-10-20
Zullo Investment Group, Inc.
DECREASED6,4266,475-49-1%$1.4M$1.2M-$206.1K2026-10-20
Register Financial Advisors LLC
INCREASED6,4153,259+3,156+97%$705.5K$1.2M+$488.0K2026-10-23
Joel Isaacson & Co., LLC
DECREASED6,3989,244-2,846-31%$2.0M$1.2M-$810.7K2026-11-05
Chicago Trust Co NA
DECREASED6,3856,885-500-7%$1.5M$1.2M-$302.5K2026-10-28
Partners Wealth Management, LLC
NEW6,373—+6,373——$1.2M—2026-10-28
International Assets Investment Management, LLC
DECREASED6,37236,462-30,090-83%$1.4M$1.2M-$216.8K2026-11-02
MeadowBrook Investment Advisors LLC
DECREASED6,2916,300-90%$1.4M$1.2M-$183.9K2026-10-29
Old National Bancorp
DECREASED6,2716,763-492-7%$1.5M$1.2M-$297.3K2026-10-20
Fragasso Financial Advisors Inc
INCREASED6,2411,156+5,085+440%$250.3K$1.2M+$937.8K2026-10-13
Aull & Monroe Investment Management Corp
DECREASED6,2216,246-250%$1.4M$1.2M-$194.7K2026-10-16
First Financial Bank - Trust Division
INCREASED6,2026,183+19+0%$1.3M$1.2M-$184.6K2026-10-01
Alliance Wealth Advisors, LLC
UNCHANGED6,0676,06700%$1.3M$1.1M-$184.6K2026-10-14
Lederer & Associates Investment Counsel
DECREASED6,0636,408-345-5%$1.4M$1.1M-$259.0K2026-10-23
Capital Asset Advisory Services LLC
INCREASED6,0573,771+2,286+61%$816.3K$1.1M+$317.1K2026-10-30
Little House Capital LLC
INCREASED5,9985,796+202+3%$1.3M$1.1M-$138.7K2026-11-06
Keudell ison Wealth Management
INCREASED5,9744,684+1,290+28%$1.0M$1.1M+$97.5K2026-10-16
EPG Wealth Management LLC
DECREASED5,9576,096-139-2%$1.3M$1.1M-$211.2K2026-11-03
Moneco Advisors, LLC
INCREASED5,9355,840+95+2%$1.3M$1.1M-$160.0K2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED5,8935,526+367+7%$1.2M$1.1M-$99.9K2026-10-13
Hoey Investments, Inc
DECREASED5,8886,495-607-9%$1.4M$1.1M-$310.5K2026-10-29
Acropolis Investment Management, LLC
DECREASED5,8836,449-566-9%$1.4M$1.1M-$301.6K2026-10-08
Appalachian Capital Management Ltd
DECREASED5,8515,868-170%$1.3M$1.1M-$181.6K2026-10-14
Frank, Rimerman Advisors LLC
DECREASED5,8406,167-327-5%$1.3M$1.1M-$248.4K2026-10-16
EverSource Wealth Advisors, LLC
DECREASED5,8367,008-1,172-17%$1.5M$1.1M-$431.2K2026-11-04
Corundum Group, Inc.
INCREASED5,7304,610+1,120+24%$997.9K$1.1M+$68.1K2026-10-28
Darden Wealth Group Inc
DECREASED5,7256,450-725-11%$1.4M$1.1M-$331.1K2026-11-06
Premier Path Wealth Partners, LLC
DECREASED5,7116,987-1,276-18%$1.5M$1.1M-$450.0K2026-10-16
Hunter Associates Investment Management LLC
INCREASED5,6964,686+1,010+22%$1.0M$1.1M+$46.0K2026-10-26
AlphaCore Capital LLC
DECREASED5,6766,634-958-14%$1.4M$1.1M-$380.0K2026-11-04
Realta Investment Advisors
INCREASED5,6015,111+490+10%$1.1M$1.0M-$64.3K2026-10-14
Tower Trust & Investment Co
INCREASED5,5625,335+227+4%$1.2M$1.0M-$120.0K2026-10-28
Carnegie Lake Advisors LLC
DECREASED5,5565,656-100-2%$1.2M$1.0M-$190.7K2026-11-06
Cherokee Insurance Co
UNCHANGED5,5505,55000%$1.2M$1.0M-$168.8K2026-11-05
Carmel Capital Partners, LLC
UNCHANGED5,5015,50100%$1.2M$1.0M-$167.3K2026-11-03
Westside Investment Management, Inc.
DECREASED5,4985,518-200%$1.2M$1.0M-$163.2K2026-11-02
HRC Wealth Management, LLC
UNCHANGED5,4815,48100%$1.2M$1.0M-$166.7K2026-10-16
Torrey Growth & Income Advisors
INCREASED5,4804,883+597+12%$1.1M$1.0M-$14.8K2026-11-04
Legacy Wealth Asset Management, LLC
DECREASED5,4575,494-37-1%$1.2M$1.0M-$174.0K2026-10-09
Jeppson Wealth Management, LLC
DECREASED5,4145,416-20%$1.2M$1.0M-$165.1K2026-10-20
Parrish Capital LLC
INCREASED5,4054,991+414+8%$1.1M$1.0M-$74.8K2026-10-01
Paradigm Asset Management Co LLC
DECREASED5,4006,480-1,080-17%$1.4M$1.0M-$398.1K2026-11-05
CoreCap Advisors, LLC
DECREASED5,3957,407-2,012-27%$1.6M$1.0M-$599.6K2026-10-08
Richwood Investment Advisors, LLC
INCREASED5,3895,057+332+7%$1.1M$1.0M-$92.1K2026-10-30
Harmony Asset Management LLC
DECREASED5,3765,601-225-4%$1.2M$1.0M-$212.2K2026-10-20
Clayton Financial Group LLC
UNCHANGED5,3725,37200%$1.2M$999.5K-$163.4K2026-10-13
Independent Wealth Network Inc.
INCREASED5,3525,152+200+4%$1.1M$995.7K-$119.6K2026-10-19
Langley Wealth Management, LLC
DECREASED5,3235,646-323-6%$1.2M$990.3K-$231.8K2026-11-04
Garde Capital, Inc.
DECREASED5,3126,317-1,005-16%$1.4M$988.3K-$379.1K2026-10-29
Hohimer Wealth Management, LLC
INCREASED5,2995,035+264+5%$1.1M$985.9K-$104.1K2026-11-04
Howard Capital Management, LLC
INCREASED5,2905,270+20+0%$1.1M$984.2K-$156.6K2026-10-16
Ti-Trust, Inc
UNCHANGED5,2775,27700%$1.1M$981.8K-$160.5K2026-10-21
J. Derek Lewis & Associates Inc.
DECREASED5,2555,340-85-2%$1.2M$977.7K-$178.2K2026-11-03
Dumont & Blake Investment Advisors LLC
INCREASED5,2535,183+70+1%$1.1M$977.3K-$144.6K2026-10-28
Everett Harris & Co
DECREASED5,2425,246-40%$1.1M$975.3K-$160.3K2026-10-28
Kelleher Financial Advisors
DECREASED5,2198,962-3,743-42%$1.9M$971.0K-$969.0K2026-10-30
First Horizon Corp
DECREASED5,1635,242-79-2%$1.1M$960.6K-$174.2K2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED5,1625,16200%$1.1M$960.4K-$157.0K2026-10-15
Everhart Financial Group, Inc.
DECREASED5,1046,255-1,151-18%$1.4M$949.6K-$404.4K2026-10-08
Global Financial Private Client, LLC
INCREASED5,1044,913+191+4%$1.1M$949.6K-$113.9K2026-10-15
Deltec Asset Management LLC
UNCHANGED5,1005,10000%$1.1M$948.9K-$155.1K2026-10-26
Summit Global Investments
INCREASED5,0523,048+2,004+66%$660.0K$940.0K+$280.0K2026-10-28
Parsons Capital Management Inc
DECREASED5,0445,594-550-10%$1.2M$938.4K-$272.5K2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED5,0334,976+57+1%$1.1M$936.4K-$140.8K2026-10-27
Supplemental Annuity Collective Trust of NJ
DECREASED5,0015,056-55-1%$1.1M$930.4K-$164.0K2026-11-02
Burney Co/
INCREASED4,9874,909+78+2%$1.1M$927.9K-$134.8K2026-10-15
Foster Group, Inc.
DECREASED4,9665,075-109-2%$1.1M$923.9K-$174.7K2026-10-13
Sound Income Strategies, LLC
DECREASED4,9585,256-298-6%$1.1M$930.8K-$206.9K2026-10-09
Diversified Enterprises, LLC
DECREASED4,9427,566-2,624-35%$1.6M$919.5K-$718.4K2026-10-19
PCG Asset Management, LLC
INCREASED4,8961,360+3,536+260%$294.4K$910.9K+$616.5K2026-11-05
Heritage Family Offices, LLP
INCREASED4,8954,856+39+1%$1.1M$910.7K-$140.5K2026-11-02
Sage Rhino Capital LLC
DECREASED4,8915,405-514-10%$1.2M$910.0K-$260.1K2026-10-28
Washburn Capital Management, Inc.
DECREASED4,8866,147-1,261-21%$1.3M$909.0K-$421.6K2026-10-19
Claro Advisors Inc.
INCREASED4,8804,522+358+8%$978.8K$907.8K-$71.0K2026-11-02
DSG Capital Advisors, LLC
DECREASED4,8665,692-826-15%$1.2M$905.3K-$330.5K2026-11-05
Annex Advisory Services, LLC
INCREASED4,8624,594+268+6%$994.5K$904.6K-$89.9K2026-10-16
Asahi Life Asset Management Co., Ltd.
DECREASED4,79710,268-5,471-53%$2.2M$892.5K-$1.3M2026-11-06
Aprio Wealth Management, LLC
INCREASED4,7974,639+158+3%$1.0M$892.5K-$111.7K2026-10-28
Indivisible Partners
INCREASED4,7463,070+1,676+55%$664.6K$883.1K+$218.5K2026-10-26
Carson Advisory Inc.
DECREASED4,7385,055-317-6%$1.1M$881.5K-$212.8K2026-11-06
Parkside Financial Bank & Trust
DECREASED4,7364,763-27-1%$1.0M$881.1K-$149.9K2026-10-27
Strategic Blueprint, LLC
INCREASED4,7304,716+14+0%$1.0M$880.0K-$140.9K2026-10-22
PDS Planning, Inc
DECREASED4,7295,112-383-7%$1.1M$879.8K-$226.8K2026-11-03
Rockingstone Advisors LLC
INCREASED4,7284,615+113+2%$999.0K$879.6K-$119.4K2026-10-16
4Wealth Advisors, Inc.
INCREASED4,7224,279+443+10%$918.7K$886.2K-$32.4K2026-10-13
Physicians Financial Services, Inc.
INCREASED4,6534,565+88+2%$988.0K$866.0K-$122.0K2026-11-04
Archer Investment Corp
INCREASED4,6454,545+100+2%$983.9K$864.2K-$119.7K2026-11-05
Flagship Harbor Advisors, LLC
DECREASED4,6414,690-49-1%$1.0M$863.5K-$151.8K2026-10-26
Legacy Advisors, LLC
DECREASED4,5976,498-1,901-29%$1.4M$855.3K-$551.4K2026-10-19
Syntax Research, Inc.
INCREASED4,5894,423+166+4%$957.4K$853.8K-$103.7K2026-11-04
InvesTrust
DECREASED4,5705,396-826-15%$1.2M$850.2K-$317.8K2026-10-14
Wealth Quarterback LLC
INCREASED4,5564,213+343+8%$911.9K$847.6K-$64.3K2026-10-20
BNC Wealth Management, LLC
UNCHANGED4,5524,55200%$985.4K$846.9K-$138.5K2026-10-19
Wallington Asset Management, LLC
UNCHANGED4,5474,54700%$984.3K$846.0K-$138.3K2026-11-04
Hartford Financial Management Inc.
DECREASED4,5454,670-125-3%$1.0M$845.6K-$165.3K2026-10-21
MassMutual Private Wealth & Trust, FSB
INCREASED4,5234,315+208+5%$934.1K$841.5K-$92.6K2026-10-05
Eclectic Associates Inc
INCREASED4,5124,449+63+1%$963.1K$839.4K-$123.7K2026-10-09
Patrick M Sweeney & Associates, Inc
DECREASED4,5094,531-220%$980.8K$838.9K-$141.9K2026-10-22
Triton Wealth Management, Pllc
INCREASED4,4752,866+1,609+56%$644.7K$784.2K+$139.5K2026-11-04
Modera Wealth Management, LLC
DECREASED4,4624,470-80%$967.6K$830.1K-$137.5K2026-10-28
Boltwood Capital Management
INCREASED4,4614,093+368+9%$886.0K$830.0K-$56.0K2026-10-02
Forvis Mazars Wealth Advisors, LLC
INCREASED4,4514,088+363+9%$884.9K$828.1K-$56.8K2026-10-13
McAdam, LLC
INCREASED4,4214,162+259+6%$901.0K$822.6K-$78.4K2026-10-21
Nicholas Hoffman & Company, Llc.
DECREASED4,3795,004-625-12%$1.1M$814.7K-$268.5K2026-10-30
Vertrix Wealth Management, LLC
DECREASED4,3506,046-1,696-28%$1.3M$809.2K-$499.5K2026-10-13
Apollon Financial, LLC
INCREASED4,3354,330+5+0%$937.3K$806.5K-$130.8K2026-10-23
Asset Dedication, LLC
DECREASED4,3264,694-368-8%$1.0M$804.8K-$211.2K2026-11-03
Confluence Wealth Services, Inc.
DECREASED4,3185,499-1,181-21%$1.2M$803.4K-$387.0K2026-11-05
Kingsman Wealth Management, Inc.
DECREASED4,3144,791-477-10%$1.0M$802.6K-$234.5K2026-10-13
Elco Management Co., LLC
INCREASED4,3034,264+39+1%$923.0K$800.6K-$122.5K2026-10-14
Seelaus Asset Management LLC
DECREASED4,2854,311-26-1%$933.3K$797.3K-$136.0K2026-10-14
Quaker Wealth Management, LLC
INCREASED4,2751,666+2,609+157%$360.6K$795.4K+$434.7K2026-10-22
71 West Capital Partners
INCREASED4,2613,539+722+20%$766.1K$792.8K+$26.7K2026-11-04
Certified Advisory Corp
DECREASED4,2594,369-110-3%$945.8K$792.4K-$153.4K2026-10-29
Wisconsin Wealth Advisors, LLC
INCREASED4,2494,201+48+1%$909.4K$790.6K-$118.8K2026-10-08
Edge Wealth Management LLC
INCREASED4,2302,755+1,475+54%$596.4K$786.7K+$190.3K2026-10-13
CRA Financial Services, LLC
INCREASED4,2224,155+67+2%$899.4K$785.4K-$114.0K2026-10-16
Encompass Wealth Advisors, LLC
INCREASED4,1841,615+2,569+159%$349.7K$778.6K+$428.9K2026-10-15
RW Investment Management LLC
INCREASED4,1734,021+152+4%$870.4K$776.4K-$94.0K2026-11-03
Occidental Asset Management, LLC
NEW4,165—+4,165——$774.8K—2026-11-05
Kraematon Investment Advisors, Inc
INCREASED4,1654,095+70+2%$886.4K$774.8K-$111.5K2026-11-02
JFS Wealth Advisors, LLC
INCREASED4,1504,058+92+2%$878.5K$772.2K-$106.3K2026-11-03
Silverlake Wealth Management LLC
INCREASED4,1204,041+79+2%$874.8K$766.5K-$108.2K2026-10-21
Cravens & Co Advisors, LLC
INCREASED4,1104,025+85+2%$871.3K$764.7K-$106.6K2026-10-16
NWF Advisory Services Inc.
DECREASED4,1064,382-276-6%$948.5K$763.9K-$184.6K2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED4,1057,644-3,539-46%$1.7M$763.8K-$891.0K2026-10-08
Avestar Capital, LLC
DECREASED4,0914,538-447-10%$982.4K$761.1K-$221.3K2026-10-28
Breakwater Capital Group
INCREASED4,0653,294+771+23%$713.1K$756.3K+$43.2K2026-10-09
Pavion Blue Capital, LLC
INCREASED4,0593,934+125+3%$851.6K$755.2K-$96.4K2026-11-05
Millennium Capital Advisors, LLC
DECREASED4,0345,134-1,100-21%$1.1M$750.6K-$360.8K2026-10-16
Private Management Group Inc
DECREASED4,0294,127-98-2%$893.4K$749.6K-$143.8K2026-11-04
M Holdings Securities, Inc.
NEW4,020—+4,020——$715—2026-11-03
Baker Avenue Asset Management, LP
DECREASED4,0134,785-772-16%$1.0M$746.6K-$289.3K2026-11-06
Thoma Capital Management LLC
INCREASED4,0064,001+5+0%$866.2K$745.4K-$120.8K2026-10-19
Secure Asset Management, LLC
DECREASED4,0044,063-59-1%$879.5K$744.9K-$134.5K2026-10-19
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED4,0005,000-1,000-20%$1.1M$744.0K-$338.0K2026-10-22
Welch Group, LLC
DECREASED3,9994,047-48-1%$876.0K$743.9K-$132.0K2026-10-29
Raiffeisen Bank International AG
NEW3,986—+3,986——$748.1K—2026-10-28
MBM Wealth Consultants, LLC
DECREASED3,9863,989-30%$863.5K$741.6K-$121.9K2026-10-20
Silphium Asset Management Ltd
UNCHANGED3,9853,98500%$862.6K$741.4K-$121.2K2026-10-27
Net Worth Advisory Group
INCREASED3,9623,673+289+8%$795.1K$761.7K-$33.3K2026-10-20
Chapin Davis, Inc.
INCREASED3,9613,897+64+2%$843.6K$736.9K-$106.6K2026-10-09
Bison Wealth, LLC
DECREASED3,9524,174-222-5%$979.0K$748.9K-$230.1K2026-10-13
Fulcrum Wealth Advisors, LLC
DECREASED3,9403,968-28-1%$859.0K$733.0K-$125.9K2026-10-16
Clear Harbor Asset Management, LLC
DECREASED3,9253,950-25-1%$855.1K$730.2K-$124.8K2026-11-05
Avantax Planning Partners, Inc.
DECREASED3,9133,923-100%$849.1K$727.9K-$121.2K2026-11-03
Wealth Alliance Advisory Group, LLC
INCREASED3,9053,756+149+4%$813.1K$726.6K-$86.5K2026-10-14
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED3,9053,90500%$845.3K$726.5K-$118.8K2026-10-26
Byrne Asset Management LLC
DECREASED3,8963,908-120%$846.0K$749.1K-$96.8K2026-10-06
Resonant Capital Advisors, LLC
INCREASED3,8883,851+37+1%$833.6K$723.4K-$110.3K2026-10-15
GK Wealth Management LLC
DECREASED3,8744,251-377-9%$920.2K$720.8K-$199.5K2026-10-09
Moss Adams Wealth Advisors LLC
DECREASED3,8664,429-563-13%$958.8K$719.2K-$239.6K2026-10-28
Burke & Herbert Bank & Trust Co
UNCHANGED3,8603,86000%$835.6K$718.2K-$117.4K2026-11-02
Focused Wealth Management, Inc
DECREASED3,8574,202-345-8%$909.6K$717.6K-$192.0K2026-10-30
Winthrop Advisory Group LLC
DECREASED3,8144,675-861-18%$1.0M$709.5K-$302.4K2026-10-22
First Interstate Bank
INCREASED3,8103,783+27+1%$818.9K$708.9K-$110.1K2026-10-23
Tennessee Valley Asset Management Partners
DECREASED3,8004,425-625-14%$957.8K$707.0K-$250.8K2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED3,7963,828-32-1%$828.6K$706.2K-$122.4K2026-10-27
Parisi Gray Wealth Management
DECREASED3,7924,516-724-16%$977.7K$705.5K-$272.1K2026-10-16
Lantern Wealth Advisors, LLC
INCREASED3,7912,861+930+33%$619.3K$705.3K+$86.0K2026-10-22
Riverbend Wealth Management, LLC
INCREASED3,7103,404+306+9%$736.9K$690.3K-$46.6K2026-10-15
Professional Advisory Services Inc
UNCHANGED3,6973,69700%$800.0K$688.0K-$112.0K2026-10-08
Landmark Wealth Management, LLC
DECREASED3,6513,653-20%$790.8K$679.3K-$111.5K2026-11-03
Founders Capital Management
DECREASED3,6483,948-300-8%$854.5K$678.6K-$175.9K2026-10-13
Lakeside Advisors, Inc.
INCREASED3,6453,520+125+4%$762.0K$678.2K-$83.8K2026-10-20
Gerald Baker Financial Group LLC
DECREASED3,6143,703-89-2%$801.6K$672.4K-$129.2K2026-10-09
Aljian Capital Management, LLC
DECREASED3,5953,645-50-1%$789.0K$668.9K-$120.2K2026-10-28
Symphony Financial, Ltd. Co.
INCREASED3,5911,207+2,384+198%$259.6K$675.0K+$415.4K2026-10-22
Community Bank & Trust, Waco, Texas
INCREASED3,5493,311+238+7%$717.0K$660.0K-$57.0K2026-10-19
Victory Financial Group, LLC
DECREASED3,5333,595-62-2%$778.2K$657.3K-$120.9K2026-10-27
Patriot Financial Group Insurance Agency, LLC
DECREASED3,5253,939-414-11%$854.7K$655.9K-$198.9K2026-10-14
Boston Standard Wealth Management, LLC
UNCHANGED3,5233,52300%$763.5K$655.5K-$108.1K2026-10-07
Huntleigh Advisors, Inc.
UNCHANGED3,5173,51700%$761.2K$654.3K-$107.0K2026-11-03
Crescent Sterling, Ltd.
INCREASED3,5122,133+1,379+65%$461.7K$653.4K+$191.7K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED3,5022,886+616+21%$625.2K$651.6K+$26.4K2026-10-13
Insight 2811, Inc.
INCREASED3,4993,447+52+2%$746.1K$650.9K-$95.2K2026-11-06
Essex Bank
DECREASED3,4973,535-38-1%$765.2K$650.6K-$114.6K2026-10-16
Onyx Bridge Wealth Group LLC
DECREASED3,4933,710-217-6%$803.1K$649.9K-$153.2K2026-10-16
Great Diamond Partners, LLC
DECREASED3,4663,560-94-3%$770.6K$644.8K-$125.8K2026-10-13
S.A. Mason LLC
INCREASED3,4653,447+18+1%$746.2K$644.7K-$101.5K2026-10-13
IAG Wealth Partners, LLC
UNCHANGED3,4643,46400%$749.9K$644.5K-$105.4K2026-11-06
Pinnacle Wealth Management Group, Inc.
INCREASED3,4473,272+175+5%$708.3K$641.3K-$67.0K2026-10-15
Grimes & Co Wealth Management, LLC
DECREASED3,4465,092-1,646-32%$1.1M$641.2K-$461.1K2026-10-29
Financial Management Network Inc
DECREASED3,4413,578-137-4%$765.3K$665.6K-$99.7K2026-10-09
Independence Bank of Kentucky
INCREASED3,4403,230+210+7%$699.2K$640.0K-$59.2K2026-10-26
Avity Investment Management Inc.
INCREASED3,4372,880+557+19%$623.4K$639.5K+$16.0K2026-10-09
CLG LLC
UNCHANGED3,4263,42600%$741.6K$637.4K-$104.2K2026-10-13
Conning Inc.
DECREASED3,4253,488-63-2%$755.0K$637.2K-$117.8K2026-10-27
Wynn Capital, LLC
UNCHANGED3,4223,42200%$740.8K$636.7K-$104.1K2026-10-13
Citadel Investment Advisory, Inc.
DECREASED3,3953,495-100-3%$757.0K$632.0K-$125.0K2026-10-15
Pine Haven Investment Counsel, Inc
UNCHANGED3,3823,38200%$732.1K$629.2K-$102.9K2026-11-02
Consilium Wealth Advisory, LLC
INCREASED3,3813,358+23+1%$726.9K$629.0K-$97.9K2026-10-14
AM Investment Strategies LLC
INCREASED3,3782,990+388+13%$647.0K$628.0K-$19.0K2026-11-05
Lantz Financial LLC
DECREASED3,3673,677-310-8%$796.0K$626.4K-$169.6K2026-10-15
Interchange Capital Partners, LLC
DECREASED3,3673,635-268-7%$786.9K$628.5K-$158.4K2026-10-28
Formuepleje A/S
DECREASED3,3605,446-2,086-38%$1.2M$625.1K-$553.8K2026-10-15
WealthPlan Investment Management, LLC
DECREASED3,3593,409-50-1%$737.9K$624.9K-$113.0K2026-10-15
Carnegie Investment Counsel
DECREASED3,3533,585-232-6%$776.1K$623.8K-$152.2K2026-10-20
Ellis Investment Partners, LLC
DECREASED3,3513,449-98-3%$746.8K$623.5K-$123.3K2026-10-21
Capstone Capital Management Ltd
DECREASED3,33711,449-8,112-71%$794.7K$620.8K-$173.8K2026-10-21
StoneX Group Inc.
INCREASED3,3192,873+446+16%$621.9K$628.1K+$6.1K2026-11-03
Koshinski Asset Management, Inc.
DECREASED3,3173,817-500-13%$826.2K$617.1K-$209.1K2026-10-29
LexAurum Advisors, LLC
INCREASED3,3103,307+3+0%$715.9K$615.8K-$100.0K2026-10-19
HF Advisory Group, LLC
INCREASED3,2993,076+223+7%$665.8K$613.8K-$52.0K2026-10-09
Grant Private Wealth Management Inc
DECREASED3,2973,966-669-17%$858.5K$613.4K-$245.1K2026-10-19
Falcon Wealth Planning
DECREASED3,2753,386-111-3%$733.1K$609.4K-$123.7K2026-11-06
RM Financial Services, LLC
UNCHANGED3,2713,27100%$708.1K$608.6K-$99.5K2026-11-03
First National Bank Sioux Falls
NEW3,268—+3,268——$608.0K—2026-10-13
CenterBook Partners LP
NEW3,252—+3,252——$605.0K—2026-11-02
Formidable Asset Management, LLC
DECREASED3,2523,312-60-2%$659.2K$704.0K+$44.8K2026-11-03
Ameliora Wealth Management Ltd.
UNCHANGED3,2503,25000%$703.5K$604.7K-$98.9K2026-10-23
Cornerstone Wealth Group, LLC
INCREASED3,2402,615+625+24%$566.1K$602.8K+$36.7K2026-11-02
Versant Capital Management, Inc
INCREASED3,2263,214+12+0%$695.6K$600.1K-$95.5K2026-10-02
Droms Strauss Advisors Inc
DECREASED3,2213,569-348-10%$772.6K$599.3K-$173.3K2026-11-03
Kathmere Capital Management, LLC
INCREASED3,2013,134+67+2%$678.4K$595.5K-$82.9K2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED3,1993,337-138-4%$696.3K$609.3K-$87.0K2026-10-21
Firethorn Wealth Partners, LLC
INCREASED3,1853,093+92+3%$669.5K$592.5K-$77.0K2026-10-14
Southern Capital Advisors, LLC
UNCHANGED3,1823,18200%$688.8K$592.0K-$96.8K2026-10-26
BigSur Wealth Management LLC
UNCHANGED3,1803,18000%$688.4K$591.6K-$96.7K2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED3,1683,592-424-12%$777.6K$589.4K-$188.2K2026-10-26
Global Assets Advisory, LLC
DECREASED3,1633,178-150%$692.8K$610.0K-$82.8K2026-10-28
Anchor Capital Advisors LLC
DECREASED3,1613,463-302-9%$749.5K$588.1K-$161.4K2026-11-05
Facet Wealth, Inc.
DECREASED3,1583,923-765-19%$849.2K$587.5K-$261.7K2026-11-04
Valmark Advisers, Inc.
DECREASED3,1573,204-47-1%$693.5K$587.3K-$106.2K2026-11-06
Gradient Investments LLC
DECREASED3,1485,681-2,533-45%$1.2M$585.6K-$644.1K2026-10-08
Ironwood Financial, llc
INCREASED3,1472,950+197+7%$635.8K$585.5K-$50.3K2026-10-20
Montz Harcus Wealth Management LLC
DECREASED3,1033,297-194-6%$713.7K$577.3K-$136.4K2026-10-09
Univest Financial Corp
INCREASED3,0993,053+46+2%$660.9K$576.6K-$84.3K2026-11-05
Cypress Capital Group
DECREASED3,0923,142-50-2%$680.1K$575.3K-$104.9K2026-11-03
Signal Advisors Wealth, LLC
NEW3,091—+3,091——$575.1K—2026-10-13
Valley National Advisers Inc
DECREASED3,0853,741-656-18%$809.8K$574.0K-$235.9K2026-10-23
Miramontes Capital, LLC
DECREASED3,0783,357-279-8%$726.8K$572.7K-$154.0K2026-10-19
Goelzer Investment Management, Inc.
DECREASED3,0733,158-85-3%$683.6K$571.7K-$111.9K2026-10-16
Trust Co of Vermont
INCREASED3,0692,912+157+5%$630.4K$571.0K-$59.4K2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED3,0603,06000%$662.4K$569.3K-$93.1K2026-10-23
Garner Asset Management Corp
DECREASED3,0443,559-515-14%$770.9K$573.2K-$197.7K2026-10-30
Csenge Advisory Group
INCREASED3,0242,209+815+37%$478.1K$562.6K+$84.5K2026-11-04
Oarsman Capital, Inc.
INCREASED3,0093,001+8+0%$649.6K$559.9K-$89.7K2026-11-05
Narwhal Capital Management
UNCHANGED2,9802,98000%$645.1K$554.4K-$90.7K2026-11-04
Weil Company, Inc.
DECREASED2,9463,429-483-14%$742.2K$548.1K-$194.1K2026-10-14
Alliance Wealth Advisors, LLC
DECREASED2,9423,709-767-21%$802.9K$547.4K-$255.5K2026-10-28
Emprise Bank
UNCHANGED2,9312,93100%$634.5K$545.3K-$89.2K2026-10-07
Davidson Trust Co
DECREASED2,9253,362-437-13%$727.8K$544.2K-$183.6K2026-10-09
Triad Wealth Partners, LLC
INCREASED2,9202,223+697+31%$519.0K$543.3K+$24.2K2026-10-26
Altfest L J & Co Inc
DECREASED2,91310,884-7,971-73%$2.4M$542.0K-$1.8M2026-10-27
Nadler Financial Group, Inc.
UNCHANGED2,9062,90600%$629.1K$540.7K-$88.4K2026-10-23
Allegheny Financial Group
INCREASED2,9012,832+69+2%$613.1K$539.8K-$73.3K2026-11-05
Marble Harbor Investment Counsel, LLC
UNCHANGED2,9002,90000%$627.8K$539.5K-$88.2K2026-11-06
Capital Advisors Wealth Management, LLC
DECREASED2,8992,901-20%$628.0K$539.4K-$88.6K2026-10-09
Shoker Investment Counsel, Inc.
UNCHANGED2,8872,88700%$625.1K$537.3K-$87.8K2026-11-04
Sippican Capital Advisors
DECREASED2,8452,939-94-3%$636.2K$529.3K-$106.9K2026-10-23
BLB&B Advisors, LLC
DECREASED2,8444,111-1,267-31%$889.8K$529.1K-$360.8K2026-10-27
MSH Capital Advisors LLC
INCREASED2,8412,819+22+1%$610.2K$528.6K-$81.7K2026-11-03
Forum Financial Management, LP
INCREASED2,8362,815+21+1%$609.3K$527.6K-$81.7K2026-10-16
Brown, Lisle Ings, Inc.
INCREASED2,8342,697+137+5%$583.8K$527.3K-$56.6K2026-10-16
Oak Harvest Investment Services
DECREASED2,8282,975-147-5%$644.0K$526.1K-$117.8K2026-10-20
Opinicus Capital, Inc.
INCREASED2,8202,810+10+0%$608.3K$524.7K-$83.6K2026-10-28
Northstar Asset Management Co
UNCHANGED2,8172,81700%$590.2K$541.7K-$48.6K2026-10-22
PFG Advisors
DECREASED2,8163,290-474-14%$712.2K$523.9K-$188.4K2026-10-16
Chatham Capital Group, Inc.
UNCHANGED2,8132,81300%$608.9K$523.4K-$85.6K2026-10-16
Adamsbrown Wealth Consultants LLC
INCREASED2,8032,748+55+2%$594.9K$521.5K-$73.4K2026-10-20
Advisor OS, LLC
DECREASED2,7932,819-26-1%$610.2K$519.6K-$90.6K2026-11-03
Trek Financial, LLC
DECREASED2,7744,371-1,597-37%$946.3K$516.2K-$430.1K2026-10-29
Sovran Advisors, LLC
DECREASED2,7613,084-323-10%$683.2K$476.7K-$206.5K2026-11-02
Curbstone Financial Management Corp
INCREASED2,7562,606+150+6%$564.1K$512.8K-$51.4K2026-10-21
Account Management LLC
UNCHANGED2,7502,75000%$595.3K$511.6K-$83.7K2026-11-04
Baker Boyer National Bank
DECREASED2,7152,716-10%$587.9K$505.1K-$82.8K2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED2,7132,786-73-3%$603.2K$504.8K-$98.3K2026-11-04
First Nebraska Trust Co
UNCHANGED2,7102,71000%$586.6K$504.2K-$82.4K2026-10-30
GHP Investment Advisors, Inc.
DECREASED2,7072,733-26-1%$591.6K$503.6K-$88.0K2026-10-15
Lodestone Wealth Management LLC
UNCHANGED2,7072,70700%$586.0K$503.6K-$82.3K2026-10-14
Worthington Financial Partners, LLC
INCREASED2,7052,697+8+0%$583.8K$503.3K-$80.6K2026-10-13
Fell Capital Management
DECREASED2,6902,815-125-4%$609.4K$500.5K-$108.9K2026-10-09
Arista Wealth Management, LLC
INCREASED2,6851,232+1,453+118%$266.7K$499.5K+$232.9K2026-10-29
Enterprise Financial Services Corp
DECREASED2,6842,701-17-1%$584.7K$499.4K-$85.3K2026-11-03
Rise Advisors, LLC
DECREASED2,6673,051-384-13%$660.5K$496.2K-$164.3K2026-10-16
Catalyst Financial Partners LLC
INCREASED2,6582,610+48+2%$565.0K$494.5K-$70.5K2026-11-06
Cornerstone Advisory, LLC
DECREASED2,6572,670-130%$578.0K$494.3K-$83.6K2026-11-06
Intrua Financial, LLC
DECREASED2,6472,696-49-2%$583.7K$492.4K-$91.3K2026-10-28
ANB Bank
DECREASED2,6462,668-22-1%$577.5K$492.3K-$85.3K2026-10-09
NBZ Investment Advisors LLC
UNCHANGED2,6352,63500%$570.4K$490.2K-$80.2K2026-10-30
Laurel OAK Wealth Management, LLC
INCREASED2,6222,612+10+0%$565.4K$487.8K-$77.6K2026-10-19
Pathway Financial Advisors LLC
INCREASED2,5942,584+10+0%$585.3K$482.6K-$102.6K2026-10-07
Harbour Trust & Investment Management Co
DECREASED2,5932,765-172-6%$598.5K$482.4K-$116.1K2026-10-28
Koenig Investment Advisory, LLC
DECREASED2,5924,157-1,565-38%$899.9K$482.3K-$417.6K2026-10-09
Quad-Cities Investment Group, LLC
UNCHANGED2,5902,59000%$560.7K$481.9K-$78.8K2026-10-16
Exchange Bank
DECREASED2,5872,597-100%$562.2K$481.3K-$80.9K2026-10-07
Financial Synergies Wealth Advisors, Inc.
UNCHANGED2,5702,57000%$556.3K$478.1K-$78.2K2026-10-16
Mainstream Capital Management LLC
INCREASED2,5651,939+626+32%$419.7K$477.2K+$57.5K2026-10-23
Cherry Creek Investment Advisors, Inc.
DECREASED2,5612,661-100-4%$576.0K$476.5K-$99.6K2026-10-14
Pioneer Trust Bank N A
INCREASED2,5602,510+50+2%$543.3K$476.3K-$67.1K2026-11-06
Crescent Grove Advisors, LLC
INCREASED2,5472,037+510+25%$441.0K$473.9K+$32.9K2026-10-21
Toth Financial Advisory Corp
DECREASED2,5472,680-133-5%$580.1K$473.9K-$106.3K2026-10-08
Aspiriant, LLC
INCREASED2,5322,485+47+2%$538.0K$471.1K-$66.9K2026-10-16
Yoffe Investment Management, LLC
UNCHANGED2,5262,52600%$546.8K$470.0K-$76.8K2026-11-02
Bensler, LLC
DECREASED2,5222,900-378-13%$627.8K$469.2K-$158.5K2026-11-05
Signature Wealth Management Partners, LLC
UNCHANGED2,5182,51800%$545.1K$468.5K-$76.6K2026-10-21
Finivi Inc.
DECREASED2,5052,560-55-2%$554.2K$466.1K-$88.1K2026-10-13
Elite Wealth Management, Inc.
UNCHANGED2,5002,50000%$541.2K$465.1K-$76.1K2026-11-03
Mattern Wealth Management LLC
DECREASED2,4913,091-600-19%$669.1K$463.5K-$205.7K2026-11-04
Kennebec Savings Bank
UNCHANGED2,4912,49100%$539.2K$463.5K-$75.8K2026-10-22
Leo Wealth, LLC
NEW2,479—+2,479——$461.2K—2026-10-26
Noesis Capital Mangement Corp
UNCHANGED2,4762,47600%$536.0K$460.7K-$75.3K2026-10-26
Sanders Morris Harris LLC
NEW2,475—+2,475——$462.0K—2026-10-14
PKS Advisory Services, LLC
UNCHANGED2,4672,46700%$533.9K$533.9K$02026-10-26
Summit Wealth Group LLC / Co
DECREASED2,4653,722-1,257-34%$805.8K$458.7K-$347.1K2026-10-29
Harbor Investment Advisory, LLC
INCREASED2,4652,173+292+13%$470.4K$458.6K-$11.8K2026-10-13
Vantage Investment Partners, LLC
UNCHANGED2,4482,44800%$529.9K$455.5K-$74.5K2026-10-27
Forbes J M & Co LLP
INCREASED2,4452,436+9+0%$527.3K$454.9K-$72.4K2026-10-16
S. R. Schill & Associates
UNCHANGED2,4412,44100%$528.3K$454.1K-$74.2K2026-10-20
Sky Investment Group LLC
NEW2,432—+2,432——$452.5K—2026-10-30
Worth Financial Advisory Group, LLC
DECREASED2,4313,046-615-20%$659.4K$452.3K-$207.1K2026-10-19
CFS Investment Advisory Services, LLC
DECREASED2,4302,456-26-1%$556.3K$461.3K-$95.0K2026-10-19
Arbor Wealth Advisors LLC
UNCHANGED2,4302,43000%$526.0K$452.1K-$73.9K2026-10-09
Wealth Group, Ltd.
DECREASED2,4254,565-2,140-47%$988.0K$451.0K-$537.0K2026-10-30
First Command Advisory Services, Inc.
DECREASED2,4125,184-2,772-53%$1.1M$448.8K-$673.4K2026-11-05
Providence Wealth Advisors, LLC
UNCHANGED2,4042,40400%$539.9K$465.3K-$74.5K2026-10-29
Adell Harriman & Carpenter Inc
UNCHANGED2,3952,39500%$518.4K$445.6K-$72.9K2026-11-02
Asset One Wealth Management LLC
INCREASED2,3942,207+187+8%$481.4K$445.4K-$36.0K2026-11-02
North Star Investment Management Corp.
DECREASED2,3872,394-70%$518.2K$444.1K-$74.1K2026-10-27
Eubel Brady & Suttman Asset Management Inc
DECREASED2,3722,432-60-2%$526.0K$441.0K-$85.0K2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED2,3692,229+140+6%$482.6K$440.8K-$41.8K2026-10-29
TrueWealth Advisors, LLC
INCREASED2,3651,648+717+44%$356.7K$440.0K+$83.3K2026-10-09
MFG Investments, LLC
NEW2,361—+2,361——$439.3K—2026-10-30
Generali Asset Management SPA SGR
INCREASED2,3602,068+292+14%$447.7K$439.1K-$8.6K2026-10-26
Trilogy Capital Inc.
INCREASED2,3592,197+162+7%$475.6K$438.9K-$36.7K2026-10-20
Income Insurance Ltd
UNCHANGED2,3582,35800%$510.4K$438.7K-$71.7K2026-10-21
BridgePort Financial Solutions, LLC
DECREASED2,3552,389-34-1%$517.2K$438.2K-$79.0K2026-11-02
Investment House LLC
DECREASED2,34513,305-10,960-82%$2.9M$436.3K-$2.4M2026-10-21
Mission Financial Group, LLC
INCREASED2,3442,040+304+15%$441.6K$436.1K-$5.5K2026-10-21
Park National Corp
DECREASED2,3402,640-300-11%$571.5K$435.4K-$136.1K2026-10-05
Arbor Investment Advisors, LLC
UNCHANGED2,3242,32400%$503.1K$432.4K-$70.7K2026-10-26
Simon Quick Advisors, LLC
INCREASED2,3232,239+84+4%$484.7K$432.2K-$52.5K2026-10-26
SJS Investment Consulting Inc.
DECREASED2,3102,359-49-2%$510.7K$429.8K-$80.9K2026-10-26
Terril Brothers, Inc.
UNCHANGED2,3082,30800%$499.6K$429.4K-$70.2K2026-11-06
Mitchell & Pahl Private Wealth, LLC
UNCHANGED2,3072,30700%$499.4K$429.2K-$70.2K2026-10-14
Investment Partners, Ltd.
INCREASED2,3001,659+641+39%$359.2K$428.0K+$68.8K2026-10-29
Heritage Wealth Management, Inc.
UNCHANGED2,2922,29200%$496.1K$426.4K-$69.7K2026-10-28
Alta Capital Management LLC/
DECREASED2,2902,868-578-20%$620.8K$426.1K-$194.8K2026-10-26
Evanson Financial, LLC
DECREASED2,2892,389-100-4%$517.2K$425.9K-$91.3K2026-10-23
Kercheville Advisors, LLC
DECREASED2,2842,914-630-22%$630.7K$424.9K-$205.8K2026-10-19
AdvisorNet Financial, Inc
INCREASED2,2842,213+71+3%$479.0K$421.8K-$57.3K2026-10-15
Angeles Wealth Management, LLC
DECREASED2,2812,691-410-15%$582.5K$424.4K-$158.1K2026-10-26
Denver PWM, LLC
UNCHANGED2,2642,26400%$524.5K$421.2K-$103.3K2026-10-22
Money Concepts Capital Corp
DECREASED2,2632,310-47-2%$500.0K$421.0K-$79.0K2026-11-06
Analyst IMS Investment Management Services Ltd.
DECREASED2,2615,179-2,918-56%$1.1M$421.0K-$700.0K2026-11-05
Grandview Asset Management LLC
DECREASED2,2403,070-830-27%$664.6K$416.8K-$247.7K2026-10-19
Ervin Investment Management, LLC
INCREASED2,2252,005+220+11%$434.0K$414.0K-$20.1K2026-10-23
Cooper Financial Group
DECREASED2,2183,081-863-28%$666.9K$412.7K-$254.3K2026-10-07
MMA Asset Management LLC
INCREASED2,2071,798+409+23%$389.2K$410.6K+$21.4K2026-11-02
Westover Capital Advisors, LLC
UNCHANGED2,2002,20000%$476.2K$409.3K-$66.9K2026-10-26
KWB Wealth
UNCHANGED2,1982,19800%$475.8K$409.0K-$66.9K2026-10-16
McHugh Group, LLC
DECREASED2,1972,267-70-3%$490.7K$408.7K-$82.0K2026-10-19
Campbell Newman Asset Management Inc
DECREASED2,1972,238-41-2%$484.5K$408.8K-$75.7K2026-10-22
Clarus Group, Inc.
UNCHANGED2,1942,19400%$475.0K$408.2K-$66.7K2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED2,1912,250-59-3%$487.1K$407.6K-$79.4K2026-10-29
Livet Wealth, LLC
INCREASED2,1871,990+197+10%$430.8K$406.9K-$23.9K2026-10-27
Capital Advantage, Inc.
UNCHANGED2,1872,18700%$473.3K$406.8K-$66.5K2026-10-14
TFB Advisors LLC
INCREASED2,1661,020+1,146+112%$220.8K$403.0K+$182.2K2026-11-02
PVG Asset Management Corp
DECREASED2,1502,225-75-3%$481.6K$400.0K-$81.6K2026-10-19
Central Valley Advisors, LLC
DECREASED2,1452,545-400-16%$550.8K$399.0K-$151.8K2026-10-27
First National Trust Co
DECREASED2,1442,471-327-13%$534.9K$398.9K-$136.0K2026-10-28
Eagle Bluffs Wealth Management LLC
INCREASED2,1392,025+114+6%$438.4K$398.0K-$40.4K2026-10-20
Uhlmann Price Securities, LLC
DECREASED2,1342,535-401-16%$548.8K$397.0K-$151.7K2026-11-03
Kentucky Trust Co
DECREASED2,1332,233-100-4%$483.4K$396.8K-$86.5K2026-10-15
Integris Wealth Management, LLC
UNCHANGED2,1252,12500%$460.0K$395.4K-$64.6K2026-10-14
Journey Advisory Group, LLC
UNCHANGED2,1232,12300%$459.6K$395.0K-$64.6K2026-11-04
High Net Worth Advisory Group LLC
INCREASED2,1172,005+112+6%$434.0K$393.9K-$40.2K2026-10-26
Gradient Capital Advisors, LLC
INCREASED2,1101,768+342+19%$382.8K$392.6K+$9.8K2026-10-21
Schear Investment Advisers, LLC
NEW2,107—+2,107——$392.1K—2026-10-14
Tempo Wealth, LLC
DECREASED2,1072,211-104-5%$478.7K$392.1K-$86.6K2026-10-14
Promethium Advisors,llc
DECREASED2,1057,105-5,000-70%$1.5M$391.6K-$1.1M2026-10-19
C2c Wealth Management, LLC
UNCHANGED2,1002,10000%$454.6K$390.7K-$63.9K2026-10-20
Bennett Selby Investments LP
DECREASED2,0972,269-172-8%$491.2K$390.1K-$101.0K2026-10-19
Roman Butler Fullerton & Co
INCREASED2,0962,032+64+3%$437.9K$401.4K-$36.5K2026-10-27
City State Bank
UNCHANGED2,0932,09300%$453.1K$389.4K-$63.7K2026-10-20
Triumph Capital Management
DECREASED2,0843,016-932-31%$652.9K$387.7K-$265.1K2026-10-14
Midwest Financial Partners Investments, Inc.
INCREASED2,0761,837+239+13%$397.7K$386.2K-$11.4K2026-10-08
Capital Investment Counsel, Inc
INCREASED2,0691,869+200+11%$404.6K$385.0K-$19.7K2026-10-20
United Advisor Group, LLC
DECREASED2,0682,165-97-4%$468.7K$384.8K-$83.9K2026-11-03
Carlson Financial, Inc.
DECREASED2,0602,720-660-24%$588.9K$383.3K-$205.5K2026-11-05
Leeward Financial Partners, LLC
UNCHANGED2,0602,06000%$446.0K$383.3K-$62.7K2026-10-23
Waldron Private Wealth LLC
DECREASED2,0582,125-67-3%$460.0K$382.9K-$77.1K2026-11-02
Anchyra Partners LLC
INCREASED2,0491,560+489+31%$337.7K$381.2K+$43.5K2026-10-13
Decision Investments, Inc
UNCHANGED2,0312,03100%$439.6K$377.9K-$61.8K2026-10-07
Saxony Capital Management, LLC
UNCHANGED2,0302,03000%$439.4K$377.7K-$61.8K2026-10-15
Key FInancial Inc
DECREASED2,0292,036-70%$440.7K$377.5K-$63.2K2026-11-02
Accurate Wealth Management, LLC
DECREASED2,0202,455-435-18%$545.7K$376.8K-$168.9K2026-10-20
Trust Point Inc.
NEW2,019—+2,019——$375.6K—2026-10-27
Tred Avon Family Wealth, LLC
UNCHANGED2,0192,01900%$437.1K$375.6K-$61.4K2026-10-20
Steinberganna Wealth Management
INCREASED2,0111,988+23+1%$430.3K$374.1K-$56.2K2026-10-23
Goldstein Advisors, LLC
DECREASED2,0102,042-32-2%$442.0K$374.0K-$68.1K2026-10-15
Kanawha Capital Management LLC
UNCHANGED2,0072,00700%$434.5K$373.4K-$61.1K2026-10-19
Ping Capital Management, Inc.
INCREASED2,0001,000+1,000+100%$216.5K$372.1K+$155.6K2026-10-13
Whitener Capital Management, Inc.
INCREASED1,9881,969+19+1%$426.2K$369.9K-$56.4K2026-10-15
Skyline Advisors, Inc.
UNCHANGED1,9771,97700%$428.0K$367.8K-$60.1K2026-11-03
Lighthouse Financial Services Inc
UNCHANGED1,9681,96800%$430.1K$366.1K-$64.0K2026-11-02
Souders Financial Advisors
DECREASED1,9672,025-58-3%$438.4K$366.0K-$72.4K2026-11-03
Abel Hall, LLC
DECREASED1,9482,089-141-7%$452.2K$362.4K-$89.8K2026-10-19
BlueChip Wealth Advisors LLC
UNCHANGED1,9451,94500%$421.0K$361.9K-$59.2K2026-11-03
Trueblood Wealth Management, LLC
DECREASED1,9442,892-948-33%$626.0K$361.7K-$264.4K2026-10-23
TBH Global Asset Management, LLC
DECREASED1,9422,216-274-12%$479.6K$361.3K-$118.4K2026-11-03
Financial Insights, Inc.
INCREASED1,9341,784+150+8%$386.3K$359.9K-$26.4K2026-10-27
LAM Group, Inc.
UNCHANGED1,9261,92600%$416.9K$358.3K-$58.6K2026-10-26
WBH Advisory Inc
DECREASED1,9231,973-50-3%$427.1K$357.8K-$69.3K2026-11-05
Northern Capital Management, Inc.
DECREASED1,9211,992-71-4%$431.2K$357.4K-$73.8K2026-11-05
bLong Financial, LLC
DECREASED1,9092,010-101-5%$435.1K$355.2K-$79.9K2026-10-29
JGP Wealth Management, LLC
INCREASED1,8981,843+55+3%$399.0K$353.1K-$46.0K2026-10-13
TCI Wealth Advisors, Inc.
DECREASED1,8971,979-82-4%$428.4K$353.0K-$75.5K2026-10-30
Columbia Asset Management
UNCHANGED1,8971,89700%$410.6K$352.9K-$57.7K2026-10-19
Evolution Wealth Management Inc.
INCREASED1,896352+1,544+439%$76.2K$352.8K+$276.6K2026-10-28
SFE Investment Counsel
INCREASED1,8921,267+625+49%$274.3K$352.0K+$77.7K2026-10-29
City Holding Co
DECREASED1,8901,965-75-4%$425.4K$351.6K-$73.7K2026-10-19
Rosenberg Matthew Hamilton
UNCHANGED1,8861,88600%$408.3K$350.9K-$57.4K2026-10-05
Connecticut Wealth Management, LLC
INCREASED1,8821,322+560+42%$286.1K$350.1K+$64.0K2026-10-13
Burton Enright Welch
DECREASED1,8791,896-17-1%$410.5K$349.6K-$60.9K2026-11-04
ACT Wealth Management, LLC
INCREASED1,8781,863+15+1%$403.2K$349.3K-$53.9K2026-10-09
Pflug Koory, LLC
DECREASED1,8761,901-25-1%$411.5K$349.0K-$62.5K2026-10-26
AGH Wealth Advisors, LLC
DECREASED1,8731,912-39-2%$413.9K$348.5K-$65.4K2026-10-26
Nabity-Jensen Investment Management Inc
DECREASED1,8701,918-48-2%$415.2K$347.9K-$67.3K2026-10-23
Rakuten Securities, Inc.
INCREASED1,865994+871+88%$215.2K$347.0K+$131.8K2026-11-02
Rydar Equities, Inc.
DECREASED1,8633,863-2,000-52%$832.6K$350.8K-$481.7K2026-10-13
Accel Wealth Management
DECREASED1,8601,868-80%$404.4K$346.0K-$58.3K2026-10-13
BankPlus Trust Department
INCREASED1,856198+1,658+837%$42.9K$345.3K+$302.4K2026-11-06
Jm2 Capital Inc.
INCREASED1,8541,822+32+2%$394.4K$344.9K-$49.5K2026-10-14
WMG Financial Advisors, LLC
UNCHANGED1,8401,84000%$398.3K$398.3K$02026-10-28
Vaughan David Investments LLC
UNCHANGED1,8391,83900%$398.0K$342.0K-$56.0K2026-11-05
ACT Advisors, Llc.
INCREASED1,8381,774+64+4%$384.0K$342.0K-$42.1K2026-10-15
TriaGen Wealth Management LLC
UNCHANGED1,8361,83600%$397.4K$341.6K-$55.9K2026-10-14
Ariston Services Group
UNCHANGED1,8351,83500%$397.2K$341.4K-$55.8K2026-10-16
Cromwell Holdings LLC
DECREASED1,8322,472-640-26%$535.1K$340.8K-$194.3K2026-10-28
SeaCrest Wealth Management, LLC
INCREASED1,8321,793+39+2%$388.1K$340.8K-$47.3K2026-10-21
Royal Harbor Partners, LLC
DECREASED1,8301,834-40%$397.0K$340.5K-$56.5K2026-10-29
Plan Group Financial, LLC
INCREASED1,8231,770+53+3%$383.2K$347.2K-$35.9K2026-10-22
KRS Capital Management, LLC
INCREASED1,8231,803+20+1%$390.3K$339.2K-$51.1K2026-10-16
Spectrum Planning & Advisory Services Inc.
INCREASED1,8161,442+374+26%$312.2K$337.8K+$25.6K2026-11-05
Hickory Point Bank & Trust
INCREASED1,8111,806+5+0%$390.9K$336.9K-$54.0K2026-10-01
Tactive Advisors, LLC
INCREASED1,8081,035+773+75%$224.0K$336.4K+$112.3K2026-10-08
ERn Financial, LLC
INCREASED1,8031,759+44+3%$380.8K$335.4K-$45.3K2026-10-28
Northside Capital Management, LLC
INCREASED1,7991,726+73+4%$373.6K$334.7K-$38.9K2026-10-13
Manchester Capital Management LLC
DECREASED1,7971,880-83-4%$407.0K$334.3K-$72.6K2026-10-22
Earned Wealth Advisors, LLC
INCREASED1,7941,659+135+8%$359.1K$333.8K-$25.3K2026-11-06
Tradewinds Capital Management, LLC
INCREASED1,7871,782+5+0%$385.8K$332.6K-$53.3K2026-10-23
Palisade Asset Management, LLC
INCREASED1,7791,479+300+20%$320.2K$331.0K+$10.8K2026-11-03
Fulton Breakefield Broenniman LLC
DECREASED1,7741,824-50-3%$394.7K$330.0K-$64.8K2026-11-03
Juno Financial Group LLC
INCREASED1,7731,770+3+0%$383.2K$329.9K-$53.3K2026-10-27
Cardinal Point Capital Management ULC
UNCHANGED1,7701,77000%$383.1K$329.3K-$53.8K2026-10-21
Tcfg Investment Advisors, LLC
UNCHANGED1,7681,76800%$382.8K$329.0K-$53.9K2026-10-20
Dale Q Rice Investment Management Ltd
DECREASED1,7671,777-10-1%$384.7K$328.8K-$55.9K2026-10-09
Cullen Investment Group, Ltd.
DECREASED1,7611,800-39-2%$389.6K$333.7K-$55.9K2026-10-13
PFC Capital Group, Inc.
INCREASED1,7561,599+157+10%$346.0K$326.7K-$19.3K2026-11-06
SVB Wealth LLC
DECREASED1,7511,972-221-11%$426.9K$325.8K-$101.1K2026-11-06
Bourne Lent Asset Management Inc
UNCHANGED1,7501,75000%$378.8K$325.6K-$53.2K2026-11-05
Thayer Partners, LLC / MA
DECREASED1,7431,816-73-4%$393.1K$324.3K-$68.8K2026-11-06
Pekin Hardy Strauss, Inc.
UNCHANGED1,7401,74000%$376.7K$323.7K-$52.9K2026-11-02
Fortem Financial Group, LLC
UNCHANGED1,7251,72500%$373.4K$320.9K-$52.5K2026-10-20
Dutch Asset Corp
UNCHANGED1,7231,72300%$373.0K$320.6K-$52.4K2026-10-20
Embree Financial Group
INCREASED1,7191,205+514+43%$260.9K$319.8K+$59.0K2026-10-22
Murphy & Mullick Capital Management Corp
INCREASED1,7101,621+89+5%$350.9K$318.1K-$32.8K2026-11-02
Kuhn & Co Investment Counsel
INCREASED1,7031,670+33+2%$361.5K$316.8K-$44.7K2026-10-29
Arcataur Capital Management LLC
UNCHANGED1,7031,70300%$368.6K$316.8K-$51.8K2026-10-21
Providence Financial Advisors, LLC
DECREASED1,7021,892-190-10%$409.6K$316.7K-$92.9K2026-11-06
Bill Few Associates, Inc.
UNCHANGED1,7021,70200%$368.3K$316.6K-$51.8K2026-10-09
LVW Advisors, LLC
DECREASED1,7011,916-215-11%$414.8K$316.5K-$98.3K2026-10-19
Crane Advisory, LLC
UNCHANGED1,7011,70100%$364.6K$327.8K-$36.8K2026-10-13
Allen Capital Group, LLC
DECREASED1,6941,771-77-4%$383.4K$315.2K-$68.2K2026-10-27
Provenance Wealth Advisors, LLC
INCREASED1,693402+1,291+321%$87.0K$315.0K+$228.0K2026-10-30
Canopy Partners, LLC
DECREASED1,6931,865-172-9%$403.7K$315.0K-$88.7K2026-10-28
Clark Asset Management, LLC
DECREASED1,6891,695-60%$366.9K$314.2K-$52.7K2026-10-19
Tortuga Wealth Management, Inc
DECREASED1,6861,692-60%$366.3K$313.7K-$52.6K2026-10-27
Blue Water Asset Management
INCREASED1,6761,668+8+0%$361.0K$311.8K-$49.2K2026-11-04
Family Investment Center, Inc.
UNCHANGED1,6761,67600%$362.8K$311.8K-$51.0K2026-10-19
Asset Allocation Strategies LLC
DECREASED1,6751,688-13-1%$365.4K$311.6K-$53.8K2026-10-20
Inspirion Wealth Advisors, LLC
UNCHANGED1,6721,67200%$365.5K$311.1K-$54.4K2026-10-09
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED1,6681,66800%$361.1K$310.3K-$50.7K2026-10-13
Total Investment Management Inc
UNCHANGED1,6671,66700%$360.4K$310.2K-$50.2K2026-10-22
Unify Financial Advisors
NEW1,662—+1,662——$309.2K—2026-11-03
XXI Wealth, LLC
DECREASED1,6571,751-94-5%$379.0K$308.3K-$70.8K2026-10-22
Fortitude Advisory Group L.L.C.
DECREASED1,6562,347-691-29%$508.1K$308.1K-$200.0K2026-10-15
Shepherd Street Advisors LLC
DECREASED1,6553,150-1,495-47%$687.1K$315.1K-$372.0K2026-10-21
NTV Asset Management LLC
DECREASED1,6542,163-509-24%$468.2K$307.7K-$160.5K2026-10-23
Diversified Portfolios, Inc.
INCREASED1,6531,037+616+59%$224.5K$307.5K+$83.1K2026-11-04
Regent Peak Wealth Advisors LLC
INCREASED1,6511,625+26+2%$351.8K$307.2K-$44.6K2026-10-13
Financial Enhancement Group LLC
DECREASED1,6511,660-9-1%$359.3K$310.9K-$48.4K2026-10-08
LCM Capital Management Inc
UNCHANGED1,6491,64900%$357.0K$306.8K-$50.2K2026-10-20
Swiss RE LTD
INCREASED1,6461,001+645+64%$216.7K$306.2K+$89.6K2026-11-06
Jacksonville Wealth Management, LLC
DECREASED1,6421,651-9-1%$357.4K$305.5K-$51.9K2026-10-30
Quantum Financial Planning Services, Inc.
INCREASED1,6411,199+442+37%$259.5K$305.3K+$45.9K2026-10-14
Washington Trust Co
DECREASED1,6381,927-289-15%$417.1K$304.8K-$112.4K2026-10-22
Etesian Wealth Advisors, Inc.
DECREASED1,6371,743-106-6%$377.4K$304.6K-$72.8K2026-10-27
Tufton Capital Management
DECREASED1,6361,710-74-4%$370.0K$304.0K-$66.0K2026-10-20
Helium Advisors LLC
DECREASED1,6291,630-10%$352.8K$303.0K-$49.8K2026-10-23
Old Mission Investment Co LLC
UNCHANGED1,6281,62800%$352.5K$303.0K-$49.5K2026-10-22
United Asset Strategies, Inc.
DECREASED1,6271,647-20-1%$356.5K$302.7K-$53.8K2026-10-28
JAG Capital Management, LLC
DECREASED1,6021,632-30-2%$353.4K$298.1K-$55.2K2026-11-06
RTD Financial Advisors, Inc.
DECREASED1,5961,611-15-1%$348.7K$296.9K-$51.8K2026-10-09
Beacon Capital Management, LLC
UNCHANGED1,5931,59300%$344.8K$296.4K-$48.5K2026-10-23
Retirement Solution LLC
INCREASED1,5901,306+284+22%$282.6K$295.9K+$13.2K2026-10-27
KPP Advisory Services LLC
DECREASED1,5882,139-551-26%$463.0K$295.4K-$167.6K2026-10-26
Orange Investment Advisors, Inc.
DECREASED1,5871,687-100-6%$365.2K$295.3K-$69.9K2026-10-23
Emergent Wealth Advisors, LLC
DECREASED1,5832,644-1,061-40%$478.0K$294.5K-$183.4K2026-10-09
Atala Financial Inc
UNCHANGED1,5821,58200%$342.5K$294.3K-$48.1K2026-10-22
Alpha Family Trust
UNCHANGED1,5801,58000%$342.0K$342.0K$02026-11-04
Jacobsen Capital Management
INCREASED1,5781,115+463+42%$241.4K$293.6K+$52.2K2026-10-27
Werba Rubin Papier Wealth Management
DECREASED1,5771,889-312-17%$408.9K$293.4K-$115.5K2026-11-06
Greenwood Gearhart LLC
DECREASED1,5752,904-1,329-46%$628.6K$293.0K-$335.6K2026-11-02
Appleton Partners Inc
DECREASED1,5751,754-179-10%$380.0K$293.0K-$87.0K2026-10-30
Beaumont Financial Advisors, LLC
DECREASED1,5751,601-26-2%$346.5K$293.0K-$53.6K2026-10-22
Compass Wealth Management, LLC
UNCHANGED1,5741,57400%$340.8K$292.9K-$47.9K2026-10-30
Redwood Family Wealth LLC
DECREASED1,5731,576-30%$341.2K$292.7K-$48.5K2026-10-20
Philadelphia Trust Co
UNCHANGED1,5671,56700%$339.0K$292.0K-$47.0K2026-11-05
Carl P. Sherr & Co., LLC
UNCHANGED1,5651,56500%$338.8K$291.2K-$47.6K2026-11-06
RDA Financial Network
DECREASED1,5622,036-474-23%$440.7K$290.6K-$150.1K2026-10-15
Pacific Asset Management, LLC
UNCHANGED1,5621,56200%$338.1K$290.6K-$47.5K2026-10-15
Synergy Asset Management, LLC
DECREASED1,5572,470-913-37%$534.7K$289.7K-$245.0K2026-11-05
Morton Capital Management LLC
DECREASED1,5551,563-8-1%$338.4K$289.3K-$49.0K2026-10-23
Accredited Investors Inc.
INCREASED1,5541,544+10+1%$334.3K$289.2K-$45.1K2026-11-03
Lexington Hill Partners, LLC
INCREASED1,5531,426+127+9%$308.7K$288.9K-$19.7K2026-10-13
Palacios Wealth Management, LLC
INCREASED1,5501,363+187+14%$295.0K$288.4K-$6.7K2026-11-04
Griffin Asset Management, Inc.
INCREASED1,5501,530+20+1%$331.2K$288.4K-$42.8K2026-10-22
Exchange Traded Concepts, LLC
DECREASED1,5496,074-4,525-74%$1.3M$288.2K-$1.0M2026-10-28
Oakworth Capital, Inc.
INCREASED1,5461,276+270+21%$276.2K$287.6K+$11.4K2026-10-26
AmeriServ Wealth Advisors
DECREASED1,5452,263-718-32%$489.9K$287.4K-$202.4K2026-10-21
Belvedere Trading LLC
NEW1,540—+1,540——$286.5K—2026-11-05
Almanack Investment Partners, Llc.
DECREASED1,5352,179-644-30%$471.7K$285.6K-$186.1K2026-11-03
Strata Wealth Advisors, LLC
DECREASED1,5341,561-27-2%$337.9K$285.4K-$52.5K2026-10-16
Community Bank, N.A.
INCREASED1,5291,414+115+8%$306.1K$284.5K-$21.6K2026-11-06
Woodstock Corp
NEW1,526—+1,526——$283.9K—2026-10-13
GSG Advisors LLC
DECREASED1,5261,548-22-1%$335.1K$283.9K-$51.2K2026-11-03
Beirne Wealth Consulting Services, LLC
UNCHANGED1,5231,52300%$329.7K$283.4K-$46.3K2026-10-19
Canandaigua National Trust Co of Florida
NEW1,521—+1,521——$283.0K—2026-10-07
Washington Trust Advisors, Inc.
DECREASED1,5211,533-12-1%$331.8K$283.0K-$48.9K2026-10-22
CWS Financial Advisors, LLC
UNCHANGED1,5201,52000%$329.0K$282.8K-$46.2K2026-10-16
Inscription Capital, LLC
DECREASED1,51713,973-12,456-89%$3.0M$282.2K-$2.7M2026-11-02
DT Investment Partners, LLC
UNCHANGED1,5171,51700%$328.4K$282.2K-$46.1K2026-10-27
MBL Wealth, LLC
INCREASED1,5141,286+228+18%$278.4K$281.7K+$3.3K2026-10-22
Auxano Advisors, LLC
DECREASED1,5081,625-117-7%$351.8K$280.6K-$71.2K2026-11-06
Private Wealth Partners, LLC
INCREASED1,5061,431+75+5%$309.8K$280.2K-$29.6K2026-10-22
Hourglass Capital, LLC
NEW1,500—+1,500——$279.1K—2026-10-26
Balefire, LLC
INCREASED1,5001,257+243+19%$272.1K$279.1K+$7.0K2026-10-09
Riversedge Advisors, LLC
DECREASED1,4981,928-430-22%$417.4K$278.7K-$138.7K2026-10-09
VAN Strum & Towne Inc.
NEW1,493—+1,493——$277.8K—2026-11-06
Fermata Advisors, LLC
DECREASED1,4871,844-357-19%$399.2K$276.6K-$122.5K2026-10-13
Howard Financial Services, Ltd.
INCREASED1,4861,448+38+3%$313.4K$276.5K-$37.0K2026-10-15
BIP Wealth, LLC
INCREASED1,4831,357+126+9%$293.7K$275.9K-$17.8K2026-10-22
EdgeRock Capital LLC
INCREASED1,4831,443+40+3%$312.4K$275.9K-$36.5K2026-11-03
HBW Advisory Services LLC
DECREASED1,4781,688-210-12%$365.4K$275.0K-$90.4K2026-10-15
Private Advisory Group LLC
DECREASED1,4725,342-3,870-72%$1.2M$273.9K-$882.5K2026-11-06
Cambridge Advisors Inc.
INCREASED1,4701,425+45+3%$308.5K$273.5K-$35.0K2026-10-19
Legacy Trust
DECREASED1,4641,911-447-23%$413.7K$251.1K-$162.5K2026-11-06
Clay Northam Wealth Management, LLC
UNCHANGED1,4621,46200%$316.5K$272.0K-$44.5K2026-10-13
Sterling Investment Advisors, Ltd.
UNCHANGED1,4601,46000%$316.0K$271.6K-$44.4K2026-10-27
Vann Equity Management LLC
DECREASED1,4542,504-1,050-42%$542.0K$270.5K-$271.5K2026-10-08
Lionshead Wealth Management, LLC
INCREASED1,4511,443+8+1%$312.4K$270.0K-$42.4K2026-10-21
Graves Light Lenhart Wealth, Inc.
UNCHANGED1,4511,45100%$314.0K$269.9K-$44.1K2026-10-09
Aspetuck Financial Management LLC
DECREASED1,4501,498-48-3%$324.3K$269.8K-$54.5K2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED1,4461,44600%$313.1K$269.1K-$44.0K2026-10-30
Milestone Asset Management, LLC
INCREASED1,4411,432+9+1%$310.0K$268.1K-$41.9K2026-10-15
WealthPLAN Partners, LLC
DECREASED1,4391,615-176-11%$349.5K$267.7K-$81.9K2026-10-15
Traphagen Investment Advisors LLC
INCREASED1,4331,366+67+5%$295.8K$266.7K-$29.1K2026-10-14
Sutton Place Investors LLC
INCREASED1,4251,384+41+3%$299.6K$265.1K-$34.5K2026-10-20
Brandywine OAK Private Wealth LLC
DECREASED1,4221,423-10%$308.0K$264.6K-$43.5K2026-10-23
JB Capital LLC
DECREASED1,4211,558-137-9%$337.2K$264.4K-$72.7K2026-10-19
LMG Wealth Partners, LLC
UNCHANGED1,4201,42000%$307.4K$264.2K-$43.2K2026-11-05
Acorn Wealth Advisors, LLC
INCREASED1,4171,389+28+2%$300.7K$263.6K-$37.0K2026-10-19
Gryphon Financial Partners LLC
DECREASED1,4141,468-54-4%$317.8K$263.1K-$54.7K2026-11-04
Prosperity Advisers, LLC
UNCHANGED1,4071,40700%$304.6K$261.8K-$42.8K2026-10-28
Global Wealth Management Investment Advisory, Inc.
DECREASED1,4031,705-302-18%$369.1K$261.0K-$108.1K2026-11-04
Ascentis Wealth Management, LLC
INCREASED1,3981,230+168+14%$266.3K$260.1K-$6.2K2026-11-03
Bell Bank
INCREASED1,3971,395+2+0%$302.0K$259.9K-$42.1K2026-10-21
Revolve Wealth Partners, LLC
DECREASED1,3921,454-62-4%$314.8K$259.0K-$55.8K2026-10-23
Canvas Wealth Advisors, LLC
NEW1,391—+1,391——$240.2K—2026-11-02
55 North Private Wealth, LLC
INCREASED1,3891,271+118+9%$275.1K$258.4K-$16.7K2026-10-20
Ullmann Wealth Partners Group, LLC
INCREASED1,3881,378+10+1%$298.2K$258.1K-$40.1K2026-11-02
Genesis Private Wealth, LLC
DECREASED1,3781,533-155-10%$331.8K$256.4K-$75.5K2026-11-02
Affinity Capital Advisors, LLC
INCREASED1,3741,332+42+3%$312.4K$261.6K-$50.8K2026-10-13
SmartHarvest Portfolios, LLC
DECREASED1,3711,779-408-23%$385.2K$255.1K-$130.1K2026-10-26
Chiron Capital Management, LLC
UNCHANGED1,3711,37100%$296.8K$255.1K-$41.7K2026-10-15
Virtue Capital Management, LLC
DECREASED1,3661,395-29-2%$302.0K$254.1K-$47.8K2026-10-29
Marietta Wealth Management, LLC
INCREASED1,3641,324+40+3%$286.6K$251.9K-$34.7K2026-10-22
Curated Wealth Partners LLC
DECREASED1,3631,509-146-10%$326.7K$253.6K-$73.1K2026-10-15
Isthmus Partners, LLC
UNCHANGED1,3561,35600%$293.5K$252.3K-$41.2K2026-10-21
Physician Wealth Advisors, Inc.
INCREASED1,3531,293+60+5%$280.0K$251.8K-$28.2K2026-10-20
Root Financial Partners, LLC
DECREASED1,3511,360-9-1%$294.4K$251.4K-$43.0K2026-10-21
ADE, LLC
UNCHANGED1,3501,35000%$292.2K$251.2K-$41.1K2026-10-29
One Wealth Capital Management, LLC
DECREASED1,34913,899-12,550-90%$3.0M$251.0K-$2.8M2026-10-23
Baron Wealth Management LLC
DECREASED1,3491,392-43-3%$301.3K$251.0K-$50.3K2026-10-27
Novem Group
UNCHANGED1,3431,34300%$290.7K$249.9K-$40.9K2026-10-19
Benin Management Corp
INCREASED1,3421,042+300+29%$225.6K$249.7K+$24.1K2026-10-22
Welch & Forbes LLC
UNCHANGED1,3331,33300%$288.6K$248.0K-$40.6K2026-11-04
Smith Salley Wealth Management
DECREASED1,3321,474-142-10%$319.1K$247.8K-$71.2K2026-11-03
Kesler, Norman & Wride, LLC
DECREASED1,3313,512-2,181-62%$760.2K$247.6K-$512.6K2026-11-06
Members Wealth LLC
INCREASED1,3311,324+7+1%$286.6K$250.7K-$36.0K2026-10-20
Aire Advisors, LLC
DECREASED1,3242,699-1,375-51%$584.3K$246.3K-$337.9K2026-10-22
Blankinship & Foster, LLC
UNCHANGED1,3241,32400%$286.6K$246.3K-$40.3K2026-10-19
Linscomb Wealth, Inc.
DECREASED1,3201,336-16-1%$289.3K$245.6K-$43.6K2026-11-05
Purus Wealth Management, LLC
INCREASED1,3181,298+20+2%$281.0K$245.3K-$35.8K2026-10-15
RMR Wealth Builders
INCREASED1,3161,227+89+7%$265.7K$244.8K-$20.9K2026-10-22
Fulton Bank, N.A.
DECREASED1,3151,445-130-9%$312.8K$244.7K-$68.1K2026-10-14
Lesa Sroufe & Co
UNCHANGED1,3121,31200%$284.0K$244.0K-$40.0K2026-10-29
Impact Capital Partners LLC
DECREASED1,3031,339-36-3%$289.9K$242.4K-$47.4K2026-10-22
Axxion S.A.
UNCHANGED1,3001,30000%$281.4K$241.9K-$39.5K2026-10-22
Sigma Investment Counselors Inc
DECREASED1,2931,408-115-8%$304.8K$240.6K-$64.2K2026-10-27
Stage Harbor Financial, LLC
INCREASED1,2931,251+42+3%$270.8K$240.6K-$30.2K2026-11-03
Center For Asset Management LLC
INCREASED1,292969+323+33%$209.8K$240.4K+$30.6K2026-10-16
Worth Asset Management, LLC
NEW1,291—+1,291——$240.2K—2026-10-07
DeDora Capital, Inc.
UNCHANGED1,2911,29100%$279.4K$240.1K-$39.3K2026-10-26
Biltmore Family Office, LLC
UNCHANGED1,2871,28700%$278.6K$239.4K-$39.2K2026-11-03
Mach-1 Financial Group, LLC
DECREASED1,2831,355-72-5%$293.3K$238.7K-$54.6K2026-11-06
Pinnacle Financial Group, LLC / IL
DECREASED1,2821,402-120-9%$303.5K$238.5K-$65.0K2026-10-29
Plimoth Trust Co LLC
NEW1,279—+1,279——$238.0K—2026-10-26
Warwick Investment Management, Inc.
DECREASED1,2791,303-24-2%$282.1K$238.0K-$44.1K2026-10-19
Client 1ST Advisory Group, LLC
DECREASED1,2761,381-105-8%$298.9K$237.4K-$61.5K2026-10-19
Mindset Wealth Management, LLC
UNCHANGED1,2751,27500%$276.0K$237.2K-$38.8K2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED1,2731,143+130+11%$247.4K$236.8K-$10.6K2026-10-19
Telos Capital Management, Inc.
INCREASED1,2731,253+20+2%$271.3K$236.9K-$34.4K2026-11-02
Stablepoint Partners, LLC
NEW1,272—+1,272——$236.7K—2026-11-03
Relyea Zuckerberg Hanson LLC
DECREASED1,2711,575-304-19%$340.9K$236.5K-$104.5K2026-10-20
Penobscot Investment Management Company, Inc.
DECREASED1,2701,420-150-11%$307.4K$236.3K-$71.1K2026-10-26
First County Bank
INCREASED1,2601,250+10+1%$270.6K$234.4K-$36.2K2026-10-13
Marin Bay Wealth Advisors, LLC
INCREASED1,2591,247+12+1%$270.0K$234.3K-$35.7K2026-10-28
Mechanics Bank Trust Department
DECREASED1,2561,306-50-4%$282.7K$233.7K-$49.0K2026-10-13
Integrity Advisory Solutions, LLC
DECREASED1,2551,395-140-10%$302.1K$233.5K-$68.6K2026-10-29
Poehling Capital Management, Inc.
UNCHANGED1,2511,25100%$270.8K$232.7K-$38.1K2026-10-20
Global Trust Asset Management, LLC
INCREASED1,2501,135+115+10%$245.7K$232.6K-$13.1K2026-10-19
Creative Financial Designs Inc
DECREASED1,2451,250-50%$270.6K$231.6K-$39.0K2026-11-04
Heck Capital Advisors, LLC
INCREASED1,2431,143+100+9%$247.4K$231.3K-$16.2K2026-10-14
Pines Wealth Management, LLC
DECREASED1,2391,308-69-5%$283.1K$230.5K-$52.6K2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED1,2372,104-867-41%$455.5K$230.1K-$225.3K2026-10-07
LeConte Wealth Management, LLC
INCREASED1,2291,056+173+16%$228.6K$228.7K+$632026-10-20
Encompass More Asset Management
DECREASED1,2281,244-16-1%$269.4K$228.5K-$40.8K2026-10-16
Ndwm LLC
UNCHANGED1,2271,22700%$265.6K$228.3K-$37.3K2026-11-05
NewSquare Capital LLC
INCREASED1,226992+234+24%$214.7K$228.1K+$13.4K2026-11-06
Uniting Wealth Partners, LLC
INCREASED1,2241,045+179+17%$226.2K$227.7K+$1.5K2026-11-06
Crusonia Wealth Advisors LLC
INCREASED1,2231,195+28+2%$258.6K$227.5K-$31.1K2026-10-26
Ellerson Group Inc
DECREASED1,2201,520-300-20%$329.0K$211.4K-$117.6K2026-11-04
Cottage Street Advisors LLC
INCREASED1,2201,004+216+22%$217.3K$226.9K+$9.6K2026-10-19
Benchmark Financial Wealth Advisors, LLC
DECREASED1,2191,285-66-5%$278.1K$226.8K-$51.4K2026-10-20
Orrstown Financial Services Inc
UNCHANGED1,2191,21900%$263.8K$226.8K-$37.1K2026-10-14
Traveka Wealth, LLC
INCREASED1,2171,153+64+6%$249.6K$226.4K-$23.2K2026-10-19
AXS Investments LLC
INCREASED1,2111,112+99+9%$240.7K$225.3K-$15.4K2026-11-04
Ridgewood Investments LLC
UNCHANGED1,2061,20600%$261.1K$224.4K-$36.7K2026-10-05
Elevation Wealth Partners, LLC
DECREASED1,2021,249-47-4%$270.4K$223.7K-$46.7K2026-10-07
Counterpoint Mutual Funds LLC
NEW1,201—+1,201——$223.4K—2026-10-16
Altus Wealth Group LLC
DECREASED1,2001,211-11-1%$262.1K$223.3K-$38.9K2026-10-20
Sweeney & Michel, LLC
DECREASED1,1961,291-95-7%$302.8K$222.6K-$80.1K2026-10-16
IFC & Insurance Marketing, Inc.
INCREASED1,1931,182+11+1%$256.0K$221.9K-$34.1K2026-10-16
Rinkey Investments
DECREASED1,1901,204-14-1%$260.6K$221.4K-$39.2K2026-10-28
OceanIQ Capital, LLC
DECREASED1,1891,226-37-3%$286.0K$221.7K-$64.2K2026-10-19
Greystone Financial Group, LLC
INCREASED1,1881,183+5+0%$256.1K$221.1K-$35.0K2026-10-26
Conrad Siegel Investment Advisors, Inc.
DECREASED1,1861,301-115-9%$281.6K$220.7K-$61.0K2026-10-08
Tucker Asset Management LLC
NEW1,183—+1,183——$220.1K—2026-10-29
Beacon Financial Group
INCREASED1,1811,022+159+16%$221.2K$219.7K-$1.5K2026-10-19
Pinion Investment Advisors, LLC
INCREASED1,1811,157+24+2%$250.4K$219.7K-$30.7K2026-11-04
Payden & Rygel
UNCHANGED1,1801,18000%$255.0K$220.0K-$35.0K2026-10-28
PW Nova Financial Services LLC
DECREASED1,1781,243-65-5%$269.0K$219.1K-$49.9K2026-10-15
Private Wealth Management Group, LLC
UNCHANGED1,1771,17700%$254.8K$219.0K-$35.8K2026-10-19
Mainsail Financial Group, LLC
DECREASED1,1761,298-122-9%$281.0K$218.8K-$62.2K2026-10-23
Sunpointe, LLC
DECREASED1,1731,358-185-14%$294.0K$218.2K-$75.7K2026-10-22
Cascade Investment Group, Inc.
UNCHANGED1,1721,17200%$253.8K$218.1K-$35.7K2026-10-13
Compass Ion Advisors, LLC
NEW1,169—+1,169——$217.5K—2026-10-23
Black Diamond Financial, LLC
NEW1,163—+1,163——$216.4K—2026-10-26
SkyOak Wealth, LLC
UNCHANGED1,1621,16200%$251.6K$216.2K-$35.4K2026-10-28
Shearwater Capital LLC
UNCHANGED1,1601,16000%$251.1K$215.8K-$35.3K2026-10-13
Cairn Investment Group, Inc.
DECREASED1,1561,331-175-13%$288.0K$215.0K-$73.0K2026-11-04
Thrive Wealth Management, LLC
INCREASED1,1561,018+138+14%$220.4K$215.1K-$5.2K2026-10-13
Marino, Stram & Associates LLC
DECREASED1,1561,232-76-6%$266.8K$215.1K-$51.6K2026-10-22
TCV Trust & Wealth Management, Inc.
UNCHANGED1,1561,15600%$250.2K$215.1K-$35.2K2026-10-16
Sloy Dahl & Holst, LLC
UNCHANGED1,1561,15600%$250.3K$215.1K-$35.2K2026-10-14
Bedel Financial Consulting, Inc.
DECREASED1,1541,444-290-20%$312.5K$214.7K-$97.9K2026-11-06
Center for Financial Planning, Inc.
INCREASED1,153829+324+39%$179.5K$214.5K+$35.1K2026-10-26
Boyd Watterson Asset Management LLC
DECREASED1,1524,152-3,000-72%$898.8K$214.3K-$684.5K2026-11-06
Piedmont Capital Management, LLC
DECREASED1,1521,177-25-2%$254.8K$214.3K-$40.5K2026-10-21
Klingman & Associates, LLC
DECREASED1,1511,390-239-17%$300.9K$214.1K-$86.8K2026-10-20
Signet Investment Advisory Group, Inc.
NEW1,150—+1,150——$214.0K—2026-10-30
E&G Advisors, LLC
INCREASED1,1461,086+60+6%$235.1K$213.2K-$21.9K2026-10-13
Culbertson A N & Co Inc
UNCHANGED1,1391,13900%$246.6K$211.9K-$34.6K2026-10-21
Sicart Associates LLC
UNCHANGED1,1391,13900%$246.6K$216.6K-$29.9K2026-10-29
Financial Partners Group, Inc
DECREASED1,1361,394-258-19%$301.7K$211.3K-$90.4K2026-10-19
Marks Wealth, LLC
UNCHANGED1,1341,13400%$245.5K$211.0K-$34.5K2026-10-30
Founders Financial Securities LLC
NEW1,130—+1,130——$210.2K—2026-10-28
Zega Investments, LLC
DECREASED1,1283,847-2,719-71%$832.8K$209.9K-$622.9K2026-11-04
Teamwork Financial Advisors, LLC
DECREASED1,1221,429-307-21%$309.3K$208.7K-$100.6K2026-10-19
Meridian Investment Counsel Inc.
UNCHANGED1,1211,12100%$242.7K$208.6K-$34.1K2026-10-14
Congress Park Capital LLC
NEW1,118—+1,118——$208.0K—2026-10-13
Cypress Wealth Services, LLC
DECREASED1,1181,248-130-10%$270.2K$212.2K-$57.9K2026-10-21
Affiance Financial, LLC
UNCHANGED1,1141,11400%$241.1K$207.3K-$33.9K2026-10-15
Bluedoor Private Wealth, LLC
INCREASED1,1111,061+50+5%$229.7K$206.7K-$23.0K2026-11-05
Summit Financial Strategies, Inc.
INCREASED1,1111,084+27+2%$234.6K$206.7K-$28.0K2026-10-14
Stone Summit Wealth LLC
DECREASED1,1101,850-740-40%$400.5K$206.5K-$194.0K2026-10-14
Kenora Financial, LLC
UNCHANGED1,1101,11000%$240.3K$206.5K-$33.8K2026-10-20
Moody National Bank Trust Division
DECREASED1,1091,316-207-16%$284.9K$206.3K-$78.5K2026-10-06
First City Capital Management, Inc.
DECREASED1,1061,136-30-3%$245.9K$205.8K-$40.1K2026-10-27
Shulman DeMeo Asset Management LLC
UNCHANGED1,1061,10600%$239.4K$213.1K-$26.3K2026-10-09
Leisure Capital Management
UNCHANGED1,1061,10600%$239.4K$205.8K-$33.6K2026-11-03
Verum Partners LLC
INCREASED1,1051,065+40+4%$230.6K$205.6K-$25.0K2026-10-21
Evermay Wealth Management LLC
UNCHANGED1,1031,10300%$238.8K$205.2K-$33.6K2026-11-05
Princeton Global Asset Management LLC
DECREASED1,1011,639-538-33%$354.8K$204.8K-$150.0K2026-10-21
Future Financial Wealth Managment LLC
NEW1,100—+1,100——$204.7K—2026-10-15
Violich Capital Management, Inc.
UNCHANGED1,1001,10000%$238.1K$204.7K-$33.5K2026-10-05
Columbia Advisory Partners LLC
DECREASED1,0981,700-602-35%$368.0K$204.3K-$163.7K2026-10-15
Arrien Investments, Inc.
UNCHANGED1,0961,09600%$237.3K$203.9K-$33.3K2026-10-30
Monte Financial Group, LLC
DECREASED1,0941,494-400-27%$322.9K$203.5K-$119.4K2026-11-02
SeaBridge Investment Advisors LLC
NEW1,092—+1,092——$203.2K—2026-11-02
First Pacific Financial
INCREASED1,090910+180+20%$197.0K$202.8K+$5.8K2026-10-14
Cypress Capital, LLC
INCREASED1,090998+92+9%$216.0K$202.8K-$13.2K2026-10-20
Wealth Dimensions Group, Ltd.
INCREASED1,0901,000+90+9%$216.4K$202.8K-$13.7K2026-11-02
Abundance Wealth Counselors
DECREASED1,0891,109-20-2%$240.1K$202.6K-$37.5K2026-10-26
L.K. Benson & Company, P.C.
UNCHANGED1,0871,08700%$235.3K$202.2K-$33.1K2026-10-23
One Way Holdings LLC
INCREASED1,0851,060+25+2%$229.5K$201.9K-$27.6K2026-10-29
Seamount Financial Group Inc
INCREASED1,080980+100+10%$212.1K$200.9K-$11.2K2026-10-21
Advus Financial Partners, LLC
UNCHANGED1,0801,08000%$233.8K$200.9K-$32.9K2026-10-20
Elevatus Welath Management
DECREASED1,0791,084-50%$234.7K$200.7K-$33.9K2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED1,0761,085-9-1%$234.9K$200.2K-$34.7K2026-10-16
Kestra Investment Management, LLC
NEW1,075—+1,075——$200.0K—2026-11-04
Firestone Capital Management
UNCHANGED1,0751,07500%$232.7K$200.0K-$32.7K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED1,0541,004+50+5%$217.3K$196.1K-$21.2K2026-11-05
MTM Investment Management, LLC
UNCHANGED1,0461,04600%$226.4K$194.6K-$31.8K2026-10-30
Miller Global Investments, LLC
UNCHANGED1,0421,04200%$225.6K$193.9K-$31.7K2026-10-02
Dorato Capital Management
UNCHANGED1,0421,04200%$231.5K$196.1K-$35.4K2026-10-08
Cedar Mountain Advisors, LLC
UNCHANGED1,0251,02500%$221.9K$190.7K-$31.2K2026-10-15
Nemes Rush Group LLC
UNCHANGED1,0111,01100%$218.9K$188.1K-$30.8K2026-11-04
Stone House Investment Management, LLC
DECREASED1,0071,022-15-1%$221.2K$187.4K-$33.9K2026-10-23
Beacon Capital Management, Inc.
UNCHANGED1,0001,00000%$216.5K$186.1K-$30.4K2026-10-13
NBH Bank
DECREASED9791,176-197-17%$254.6K$182.1K-$72.4K2026-11-05
Chapman Financial Group, LLC
UNCHANGED97697600%$211.3K$181.6K-$29.7K2026-10-26
TrustBank
DECREASED9651,265-300-24%$273.8K$179.5K-$94.3K2026-10-20
Capital Advisors, Ltd. LLC
INCREASED965942+23+2%$204.0K$180.0K-$24.0K2026-10-27
Ashurst Perkins Coie Trust Co
INCREASED965954+11+1%$206.5K$179.5K-$27.0K2026-10-15
Financial Perspectives, Inc
UNCHANGED96496400%$208.7K$179.4K-$29.3K2026-11-03
Community Financial Services Group, LLC
UNCHANGED95895800%$209.4K$184.2K-$25.2K2026-10-15
First Premier Bank
INCREASED944844+100+12%$183.0K$157.0K-$26.0K2026-10-13
Trust Co
DECREASED944969-25-3%$209.8K$175.6K-$34.1K2026-10-09
Indiana Trust & Investment Management Co
UNCHANGED92792700%$200.7K$172.5K-$28.2K2026-10-22
Financial Management Professionals, Inc.
DECREASED8981,280-382-30%$277.1K$167.1K-$110.0K2026-10-23
Granite FO LLC
UNCHANGED87487400%$189.2K$162.6K-$26.6K2026-10-14
Bullock Wealth Management Group
INCREASED871800+71+9%$174.9K$167.5K-$7.4K2026-10-09
DecisionPoint Financial, LLC
INCREASED847399+448+112%$87.2K$162.9K+$75.6K2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED83083000%$179.7K$154.5K-$25.3K2026-10-09
Asset Planning,Inc
UNCHANGED82082000%$177.5K$152.6K-$24.9K2026-10-26
Hara Capital LLC
UNCHANGED81081000%$175.3K$150.7K-$24.6K2026-10-30
William B. Walkup & Associates, Inc.
DECREASED805808-30%$175.0K$149.8K-$25.2K2026-11-05
First Community Trust NA
UNCHANGED79279200%$171.4K$147.4K-$24.1K2026-10-07
Financial Network Wealth Advisors LLC
DECREASED786817-31-4%$176.9K$146.2K-$30.6K2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED778627+151+24%$135.7K$144.9K+$9.2K2026-10-16
Rossby Financial, LCC
INCREASED756454+302+67%$98.3K$140.7K+$42.4K2026-11-05
MV Capital Management, Inc.
DECREASED752778-26-3%$168.4K$139.9K-$28.5K2026-10-29
Compass Wealth Management LLC
NEW743—+743——$138.2K—2026-10-22
Mosley Wealth Management
DECREASED732733-10%$158.7K$138.2K-$20.5K2026-10-16
Richardson Financial Services Inc.
INCREASED726418+308+74%$90.5K$135.1K+$44.6K2026-10-30
Nova Financial LLC
NEW717—+717——$133.4K—2026-11-04
Bradley & Co. Private Wealth Management, LLC
UNCHANGED69869800%$151.1K$129.9K-$21.2K2026-10-23
Highline Wealth Partners LLC
INCREASED695632+63+10%$136.8K$129.3K-$7.5K2026-10-19
Navigoe, LLC
DECREASED690691-10%$149.0K$128.0K-$21.0K2026-11-04
Hilton Head Capital Partners, LLC
DECREASED683684-10%$148.1K$127.1K-$21.0K2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED66466400%$143.7K$123.5K-$20.2K2026-10-20
Old Second National Bank of Aurora
DECREASED652752-100-13%$162.8K$121.3K-$41.5K2026-10-22
Mountain Hill Investment Partners Corp.
UNCHANGED65265200%$141.1K$121.3K-$19.8K2026-10-23
Entrust Financial LLC
INCREASED645639+6+1%$138.3K$120.0K-$18.3K2026-11-04
William Mack & Associates, Inc.
NEW638—+638——$118.6K—2026-10-27
Duncker Streett & Co Inc
UNCHANGED63863800%$138.1K$118.7K-$19.4K2026-10-27
Adirondack Trust Co
UNCHANGED62562500%$135.3K$116.3K-$19.0K2026-10-14
Wilkerson Advisory Group LLC
INCREASED623618+5+1%$133.8K$115.9K-$17.9K2026-10-20
IFS Advisors, LLC
INCREASED62121+600+2857%$4.5K$115.5K+$111.0K2026-10-14
Mcdonald Partners LLC
UNCHANGED60560500%$131.0K$112.6K-$18.4K2026-11-03
Compass Financial Management LLC
INCREASED596528+68+13%$125.2K$110.9K-$14.3K2026-10-30
Salomon & Ludwin, LLC
DECREASED592599-7-1%$130.9K$110.1K-$20.8K2026-10-29
TFC Financial Management, Inc.
INCREASED590431+159+37%$93.3K$109.8K+$16.5K2026-10-26
Hilltop National Bank
UNCHANGED58658600%$126.9K$109.0K-$17.8K2026-10-14
Caldwell Trust Co
DECREASED585858-273-32%$185.7K$108.8K-$76.9K2026-10-30
Essential Partners LLC
DECREASED582714-132-18%$154.6K$108.3K-$46.3K2026-10-14
Mechanics Financial Corp
INCREASED578570+8+1%$123.4K$107.5K-$15.9K2026-11-05
Meriwether Wealth & Planning, LLC
NEW574—+574——$106.8K—2026-10-13
United Financial Planning Group LLC
DECREASED557574-17-3%$124.2K$103.6K-$20.6K2026-11-04
RHL Group, LLC
UNCHANGED55055000%$118.8K$102.3K-$16.5K2026-11-04
Rachor Investment Advisory Services, LLC
UNCHANGED54054000%$116.9K$100.5K-$16.4K2026-10-29
GoalVest Advisory LLC
INCREASED535232+303+131%$50.2K$99.5K+$49.3K2026-10-02
Birch Financial Group, LLC
NEW525—+525——$97.6K—2026-10-27
Chung Wu Investment Group, LLC
DECREASED5201,610-1,090-68%$348.5K$96.7K-$251.8K2026-11-03
CGC Financial Services, LLC
UNCHANGED50850800%$110.0K$94.5K-$15.5K2026-10-13
NorthAvenue LLC
DECREASED503603-100-17%$130.5K$93.6K-$36.9K2026-10-29
Flagship Wealth Advisors, LLC
DECREASED5001,174-674-57%$254.1K$93.0K-$161.1K2026-11-03
Legacies Wealth LLC
UNCHANGED49949900%$108.0K$92.8K-$15.2K2026-11-02
Fortis Group Advisors, LLC
UNCHANGED49749700%$107.6K$92.5K-$15.1K2026-11-06
Jnba Financial Advisors
INCREASED495461+34+7%$99.8K$92.1K-$7.7K2026-11-03
True Wealth Design, LLC
DECREASED492954-462-48%$206.5K$91.5K-$115.0K2026-10-13
Winch Advisory Services, LLC
DECREASED487527-40-8%$114.1K$90.6K-$23.5K2026-11-06
Costello Asset Management, Inc
DECREASED486496-10-2%$107.4K$90.4K-$16.9K2026-10-30
Barrett & Company, Inc.
DECREASED485560-75-13%$121.3K$90.3K-$31.0K2026-10-22
Tsfg, LLC
DECREASED484786-302-38%$170.0K$90.0K-$80.0K2026-10-23
Financial Consulate, Inc
DECREASED477852-375-44%$184.5K$88.8K-$95.7K2026-10-23
Pacific Center for Financial Services
UNCHANGED47447400%$102.6K$88.2K-$14.4K2026-10-15
Plante Moran Financial Advisors, LLC
INCREASED471394+77+20%$85.2K$87.6K+$2.3K2026-11-04
SRH Advisors, LLC
UNCHANGED46346300%$100.2K$86.1K-$14.1K2026-10-22
PFS Partners, LLC
UNCHANGED45345300%$98.1K$84.3K-$13.8K2026-10-21
Advantage Trust Co
UNCHANGED44244200%$95.7K$82.2K-$13.4K2026-10-19
Reap Financial Group, LLC
UNCHANGED44144100%$95.4K$82.0K-$13.4K2026-11-02
Sawyer & Company, Inc
UNCHANGED42742700%$92.4K$79.4K-$13.0K2026-10-21
Owl Creek Wealth Partners LLC
DECREASED419594-175-29%$128.6K$78.0K-$50.6K2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED41841800%$90.5K$77.8K-$12.7K2026-10-23
Next Level Wealth Planning, LLC
NEW417—+417——$77.6K—2026-10-29
Sunrise Financial Services, LLC
UNCHANGED41641600%$90.1K$77.4K-$12.7K2026-10-21
Alpine Bank Wealth Management
DECREASED414702-288-41%$152.0K$77.0K-$74.9K2026-10-16
Ares Financial Consulting, LLC
INCREASED409388+21+5%$84.0K$76.1K-$7.9K2026-10-19
WPG Advisers, LLC
DECREASED402405-3-1%$87.7K$74.8K-$12.9K2026-10-27
Buck Wealth Strategies, LLC
INCREASED401201+200+100%$43.5K$74.6K+$31.1K2026-10-28
Advocate Investing Services LLC
UNCHANGED40040000%$86.6K$74.4K-$12.2K2026-10-26
StrongBox Wealth, LLC
INCREASED396392+4+1%$84.9K$73.7K-$11.2K2026-11-02
Vermillion Wealth Management, Inc.
DECREASED395806-411-51%$174.5K$73.5K-$101.0K2026-10-26
Latitude Advisors, LLC
NEW390—+390——$72.6K—2026-10-27
TrinityBridge Ltd
UNCHANGED38238200%$83.0K$71.0K-$12.0K2026-10-30
Investors Research Corp
UNCHANGED38238200%$82.7K$71.1K-$11.6K2026-10-07
West Paces Advisors Inc.
INCREASED366269+97+36%$58.2K$68.1K+$9.9K2026-10-13
Markowski Investments
INCREASED361343+18+5%$74.2K$67.2K-$7.1K2026-10-30
Holos Integrated Wealth LLC
INCREASED360260+100+38%$60.2K$68.9K+$8.7K2026-10-23
Bear Mountain Capital, Inc.
INCREASED360359+1+0%$77.9K$68.4K-$9.5K2026-11-04
Breakwater Investment Management
INCREASED355351+4+1%$76.0K$66.0K-$9.9K2026-10-20
Wolff Wiese Magana LLC
INCREASED330322+8+2%$69.7K$61.4K-$8.3K2026-10-15
Trifecta Capital Advisors, LLC
DECREASED325341-16-5%$73.8K$60.5K-$13.4K2026-10-21
Glass Jacobson Investment Advisors llc
UNCHANGED31131100%$67.3K$57.9K-$9.5K2026-10-26
Abound Wealth Management
INCREASED310283+27+10%$61.4K$57.8K-$3.6K2026-10-26
Proathlete Wealth Management LLC
NEW303—+303——$56.4K—2026-10-15
Planning Strategies Inc.
INCREASED301297+4+1%$64.3K$56.0K-$8.3K2026-10-02
Foster Dykema Cabot & Partners, LLC
NEW300—+300——$55.8K—2026-10-30
Burkett Financial Services, LLC
UNCHANGED30030000%$65.1K$56.0K-$9.2K2026-10-01
Olistico Wealth, LLC
UNCHANGED30030000%$64.9K$55.8K-$9.1K2026-10-05
Fortitude Family Office, LLC
INCREASED287158+129+82%$34.2K$53.4K+$19.2K2026-10-14
Concord Wealth Partners
DECREASED285287-2-1%$62.1K$53.0K-$9.1K2026-11-02
Cape Investment Advisory, Inc.
INCREASED284272+12+4%$58.9K$52.8K-$6.0K2026-10-13
Cranbrook Wealth Management, LLC
UNCHANGED28228200%$61.0K$52.5K-$8.6K2026-10-28
Laurel Wealth Advisors LLC
NEW281—+281——$52.3K—2026-10-27
Fairscale Capital, LLC
UNCHANGED27927900%$60.4K$47.9K-$12.5K2026-11-04
Friedenthal Financial
INCREASED277177+100+57%$38.3K$51.5K+$13.2K2026-10-27
Deseret Mutual Benefit Administrators
DECREASED273305-32-10%$66.0K$50.8K-$15.2K2026-11-04
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED270285-15-5%$61.7K$50.2K-$11.5K2026-11-06
Wealth Analytics Partners, LLC
NEW267—+267——$49.7K—2026-10-19
Activest Wealth Management
DECREASED266301-35-12%$65.2K$49.5K-$15.7K2026-10-15
CrossGen Wealth, LLC
INCREASED25353+200+377%$11.5K$47.1K+$35.6K2026-10-30
Addison Advisors LLC
INCREASED247212+35+17%$45.9K$46.0K+$622026-11-06
Pathway Financial Advisers, LLC
NEW242—+242——$45.0K—2026-10-27
Southern Michigan Bank & Trust
INCREASED237227+10+4%$49.1K$44.1K-$5.0K2026-10-19
Clark Wealth Partners
INCREASED237234+3+1%$50.6K$44.0K-$6.5K2026-10-19
West Financial Advisors, LLC
DECREASED233433-200-46%$93.7K$43.4K-$50.4K2026-10-22
Aspect Partners, LLC
INCREASED232224+8+4%$48.6K$43.3K-$5.3K2026-10-20
Albion Financial Group
UNCHANGED23123100%$50.0K$43.0K-$7.0K2026-10-21
MB, Levis & Associates, LLC
DECREASED230290-60-21%$62.8K$42.9K-$20.0K2026-10-16
Canton Hathaway, LLC
UNCHANGED23023000%$49.8K$42.8K-$7.0K2026-10-23
Arlington Trust Co LLC
INCREASED229111+118+106%$24.0K$42.6K+$18.6K2026-10-20
Country Trust Bank
DECREASED227258-31-12%$55.8K$42.2K-$13.6K2026-10-30
Balance Wealth Partners LLC
NEW222—+222——$41.3K—2026-10-27
Clearstead Trust, LLC
DECREASED219220-10%$47.6K$40.7K-$6.9K2026-11-06
Acumen Wealth Advisors, LLC
INCREASED218144+74+51%$31.2K$40.6K+$9.4K2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED21221200%$45.9K$39.4K-$6.4K2026-10-21
High Note Wealth, LLC
DECREASED211265-54-20%$57.4K$39.3K-$18.1K2026-10-27
Birchbrook, Inc.
UNCHANGED20320300%$43.9K$37.7K-$6.2K2026-10-14
MJT & Associates Financial Advisory Group, Inc.
NEW200—+200——$37.2K—2026-10-07
Bank of New Hampshire
INCREASED200100+100+100%$21.6K$37.2K+$15.6K2026-10-06
Coastline Trust Co
DECREASED200237-37-16%$51.3K$37.2K-$14.1K2026-10-01
Networth Advisors, LLC
UNCHANGED20020000%$43.3K$37.2K-$6.1K2026-11-03
New England Capital Financial Advisors LLC
UNCHANGED19519500%$42.3K$36.4K-$5.9K2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED189238-49-21%$51.5K$35.1K-$16.4K2026-10-29
Dynamic Wealth Strategies, LLC
UNCHANGED18618600%$40.3K$34.6K-$5.7K2026-10-16
Kozak & Associates, Inc.
UNCHANGED18118100%$39.6K$30.3K-$9.3K2026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED18018000%$37$17.0K+$17.0K2026-11-04
RMG Wealth Management LLC
DECREASED175196-21-11%$45.3K$32.9K-$12.4K2026-10-26
Strategic Advocates LLC
UNCHANGED17517500%$37.9K$32.6K-$5.3K2026-11-03
Godsey & Gibb, Inc
INCREASED174167+7+4%$36.2K$32.4K-$3.8K2026-10-14
Joseph Group Capital Management
INCREASED172163+9+6%$35.3K$32.0K-$3.3K2026-11-04
Berbice Capital Management LLC
DECREASED1691,969-1,800-91%$426.2K$31.4K-$394.8K2026-10-13
Steph & Co
INCREASED164151+13+9%$32.7K$30.5K-$2.2K2026-10-07
Davis Capital Management
DECREASED163171-8-5%$37.0K$30.3K-$6.7K2026-10-08
Bare Financial Services, Inc
DECREASED162165-3-2%$35.7K$30.1K-$5.6K2026-11-04
Fiduciary Advisors, Inc.
UNCHANGED15615600%$33.8K$29.0K-$4.7K2026-10-16
IMG Wealth Management, Inc.
UNCHANGED15515500%$33.6K$28.8K-$4.7K2026-10-27
Three Bridge Wealth Advisors, LLC
NEW152—+152——$28.3K—2026-11-05
Chilton Capital Management LLC
DECREASED151238-87-37%$51.5K$28.1K-$23.4K2026-10-28
Bayforest Capital Ltd
NEW150—+150——$27.9K—2026-11-03
Hyposwiss Advisors SA
DECREASED150451-301-67%$97.6K$27.9K-$69.7K2026-10-26
James T. Borello RIA
DECREASED149241-92-38%$52.2K$27.7K-$24.4K2026-10-16
Covestor Ltd
INCREASED149145+4+3%$32$28-$42026-10-30
Piscataqua Savings Bank
UNCHANGED14514500%$31.4K$27.0K-$4.4K2026-10-21
Sfam, LLC
DECREASED141171-30-18%$37.0K$26.2K-$10.8K2026-11-03
Bell Investment Advisors, Inc
INCREASED136134+2+1%$29.0K$25.3K-$3.7K2026-10-29
Bayban
UNCHANGED13513500%$29.2K$29.2K$02026-11-05
Caitong International Asset Management Co., Ltd
DECREASED133293-160-55%$63.4K$24.7K-$38.7K2026-10-29
Gold Investment Management Ltd.
DECREASED130346-216-62%$74.9K$24.2K-$50.7K2026-10-19
Baer Investment Advisory LLC
NEW125—+125——$23.3K—2026-10-13
Valley Wealth Managers, Inc.
UNCHANGED12512500%$27.1K$23.3K-$3.8K2026-10-09
DiNuzzo Private Wealth, Inc.
DECREASED118120-2-2%$26.0K$22.0K-$4.0K2026-10-16
Phillip James Consulting Co.
UNCHANGED11811800%$25.5K$22.0K-$3.6K2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED11711700%$25.3K$21.8K-$3.6K2026-10-23
Gilpin Wealth Management, LLC
INCREASED11122+89+405%$4.8K$20.7K+$15.9K2026-10-09
Tompkins Financial Corp
UNCHANGED11011000%$23.8K$20.5K-$3.3K2026-10-05
Plato Investment Management Ltd
DECREASED108160-52-32%$34.4K$20.2K-$14.3K2026-11-05
Downshift Financial, LLC
DECREASED108109-1-1%$23.6K$20.1K-$3.5K2026-10-13
Lynch Investment Planning, LLC
NEW101—+101——$18.8K—2026-10-27
Vima LLC
UNCHANGED10010000%$21.6K$18.6K-$3.0K2026-10-23
Accordant Advisory Group Inc
UNCHANGED10010000%$21.6K$18.6K-$3.0K2026-10-29
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED10010000%$22$19-$32026-10-14
DB Fitzpatrick & Co, Inc
DECREASED977,659-7,562-99%$1.7M$18.0K-$1.6M2026-10-19
Blume Capital Management, Inc.
UNCHANGED959500%$20.6K$17.7K-$2.9K2026-10-26
Hurley Capital, LLC
UNCHANGED929200%$19.9K$17.1K-$2.8K2026-11-05
Bfsg, LLC
INCREASED8841+47+115%$8.9K$16.4K+$7.5K2026-10-30
Hughes Financial Services, LLC
DECREASED84125-41-33%$27.1K$14.5K-$12.6K2026-10-30
UMB Private Wealth Management, LLC
NEW83—+83——$15.4K—2026-10-19
Bay Harbor Wealth Management, LLC
DECREASED82579-497-86%$125.3K$15.3K-$110.1K2026-11-03
Prudent Man Investment Management, Inc.
INCREASED8160+21+35%$13.0K$15.1K+$2.0K2026-11-03
Morton Brown Family Wealth, LLC
INCREASED7866+12+18%$14.3K$14.5K+$2252026-10-23
Peterson Wealth Management
UNCHANGED747400%$16.0K$13.8K-$2.3K2026-11-06
Moisand Fitzgerald Tamayo, LLC
DECREASED65190-125-66%$41.1K$12.1K-$29.0K2026-10-15
Centerpoint Advisors, LLC
UNCHANGED646400%$14$12.0K+$12.0K2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED6212+50+417%$2.6K$11.5K+$8.9K2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED626200%$13.4K$11.5K-$1.9K2026-10-15
Pittenger & Anderson Inc
DECREASED611,448-1,387-96%$313.4K$11.4K-$302.1K2026-11-02
Security National Bank
UNCHANGED545400%$11.7K$10.0K-$1.6K2026-10-26
Montgomery Financial Services LLC
UNCHANGED545400%$11.7K$10.0K-$1.6K2026-11-03
American Capital Advisory, LLC
DECREASED52265-213-80%$57.4K$9.7K-$47.7K2026-10-28
Marquette Asset Management, LLC
DECREASED5067-17-25%$14.5K$9.3K-$5.2K2026-10-09
CKW Financial Group
DECREASED5063-13-21%$14$10-$42026-10-29
Reyes Financial Architecture, Inc.
UNCHANGED505000%$10.8K$9.3K-$1.5K2026-10-22
Collier Financial
UNCHANGED444400%$9.5K$8.2K-$1.3K2026-11-06
KFG LLC
NEW43—+43——$8.0K—2026-11-02
J.Safra Asset Management Corp
INCREASED4239+3+8%$8.4K$7.8K-$6282026-11-03
First Financial Corp
UNCHANGED424200%$9.1K$7.8K-$1.3K2026-10-13
Kingdom Financial Group Llc.
DECREASED40142-102-72%$30.8K$7.4K-$23.3K2026-11-04
Torren Management, LLC
INCREASED405+35+700%$1.1K$7.4K+$6.4K2026-10-29
Key Capital Management, Inc
UNCHANGED393900%$8.4K$7.2K-$1.2K2026-11-03
Rothwell Investment Advisors, LLC
NEW38—+38——$7.1K—2026-11-06
Valued Wealth Advisors LLC
DECREASED3441-7-17%$8.9K$6.3K-$2.6K2026-11-05
Coston, McIsaac & Partners
UNCHANGED343400%$7$6.3K+$6.3K2026-11-06
American National Bank & Trust
DECREASED3345-12-27%$9.7K$6.1K-$3.6K2026-10-07
Barnes Dennig Private Wealth Management LLC
UNCHANGED323200%$6.9K$6.0K-$9732026-10-30
Gleason Group, Inc.
UNCHANGED313100%$6.7K$5.8K-$9432026-10-15
Cdkv Holdings LLC
UNCHANGED303000%$6.5K$5.6K-$9132026-10-28
McCarley & Cook Financial Planners
UNCHANGED303000%$6.5K$5.6K-$9122026-10-21
POM Investment Strategies, LLC
UNCHANGED262600%$5.6K$4.8K-$7912026-10-20
Polaris Financial Partners
NEW25—+25——$5—2026-10-02
Towne Trust Company, N.a
UNCHANGED252500%$5.4K$4.7K-$7612026-10-28
Burk Holdings LLC
INCREASED234+19+475%$866$4.3K+$3.4K2026-11-05
Creative Capital Management Investments LLC
INCREASED2322+1+5%$4.8K$4.3K-$4832026-10-28
Hager Investment Management Services, LLC
UNCHANGED202000%$4.3K$3.7K-$6082026-11-04
PayPay Securities Corp
DECREASED1922-3-14%$4.8K$3.5K-$1.2K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED17440-423-96%$95.2K$3.2K-$92.1K2026-10-14
United Community Bank
UNCHANGED171700%$3.7K$3.2K-$5172026-10-28
John Boyer, Inc.
NEW15—+15——$2.8K—2026-10-27
Maseco LLP
NEW14—+14——$2.6K—2026-10-27
Point Nemo Capital, LLC
UNCHANGED131300%$2.8K$2.4K-$3952026-11-03
1620 Investment Advisors, Inc.
UNCHANGED131300%$2.8K$2.4K-$3952026-11-04
Peterson Wealth Services
UNCHANGED131300%$2.8K$2.4K-$3952026-10-26
Bernzott Capital Advisors
NEW11—+11——$2.0K—2026-10-29
Vision Financial Markets LLC
UNCHANGED111100%$2.4K$2.1K-$3452026-10-22
Retirement Wealth Solutions LLC
INCREASED104+6+150%$866$1.9K+$9952026-10-07
Union Savings Bank
UNCHANGED101000%$2.2K$1.9K-$3042026-10-14
First Bancorp, Inc
UNCHANGED101000%$2.2K$1.9K-$3042026-10-26
Decker Retirement Planning Inc.
DECREASED995-86-91%$20.6K$1.7K-$18.9K2026-10-19
Strengthening Families & Communities, LLC
UNCHANGED8800%$1.7K$1.5K-$2442026-10-21
Mascoma Wealth Management LLC
UNCHANGED8800%$1.7K$1.5K-$2442026-10-23
Align Financial, LLC
NEW7—+7——$1.3K—2026-10-16
Redwood Park Advisors LLC
UNCHANGED6600%$1.3K$1.1K-$1822026-11-02
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED6600%$1.3K$1.1K-$1822026-10-28
Kings Path Partners LLC
DECREASED59-4-44%$1.9K$930-$1.0K2026-10-21
Signature Resources Capital Management, LLC
NEW4—+4——$744—2026-10-16
Midwest Capital Advisors, LLC
UNCHANGED3300%$649$558-$912026-11-04
Beacon Financial Strategies Corp
UNCHANGED3300%$650$559-$912026-10-14
3 Factor Indexing, LLC
UNCHANGED2200%$433$373-$602026-10-15
Lloyd Advisory Services, Llc.
NEW1—+1——$132—2026-11-02
Monetary Solutions, Ltd
NEW1—+1——$186—2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED1100%$217$187-$302026-10-15
Meitav Investment House LTD
CLOSED0243,606-243,606-100%$52.7M$0-$52.7M2026-10-28
Wellington Shields Capital Management, LLC
CLOSED055,467-55,467-100%$12.0M$0-$12.0M2026-11-03
Sierra Summit Advisors LLC
CLOSED038,824-38,824-100%$8.4M$0-$8.4M2026-10-28
Birinyi Associates Inc
CLOSED015,600-15,600-100%$3.4M$0-$3.4M2026-10-28
Udine Wealth Management, Inc.
CLOSED013,048-13,048-100%$2.8M$0-$2.8M2026-10-23
Y-Intercept (Hong Kong) Ltd
CLOSED011,929-11,929-100%$2.6M$0-$2.6M2026-10-16
VCI Wealth Management LLC
CLOSED010,450-10,450-100%$2.3M$0-$2.3M2026-10-29
Benedict Financial Advisors Inc
CLOSED010,377-10,377-100%$2.2M$0-$2.2M2026-10-07
Wellington Shields & Co., LLC
CLOSED06,707-6,707-100%$1.5M$0-$1.5M2026-11-03
Diversified Trust Co
CLOSED06,513-6,513-100%$1.4M$0-$1.4M2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED04,856-4,856-100%$1.1M$0-$1.1M2026-10-27
OmniStar Financial Group, Inc.
CLOSED04,593-4,593-100%$994.2K$0-$994.2K2026-10-26
Dana Investment Advisors, Inc.
CLOSED04,341-4,341-100%$939.7K$0-$939.7K2026-11-06
Triangle Securities Wealth Management
CLOSED04,272-4,272-100%$924.8K$0-$924.8K2026-10-14
Floyd Financial Group LLC
CLOSED04,172-4,172-100%$905.8K$0-$905.8K2026-10-28
Fulcrum Asset Management LLP
CLOSED03,174-3,174-100%$681.4K$0-$681.4K2026-11-04
Perpetual Ltd
CLOSED03,092-3,092-100%$669.3K$0-$669.3K2026-10-13
Jessup Wealth Management, Inc
CLOSED03,007-3,007-100%$650.9K$0-$650.9K2026-10-20
Check Capital Management Inc
CLOSED02,890-2,890-100%$625.6K$0-$625.6K2026-11-05
Autumn Glory Partners, LLC
CLOSED02,601-2,601-100%$563.0K$0-$563.0K2026-10-26
Wheelhouse Advisory Group LLC
CLOSED02,452-2,452-100%$530.7K$0-$530.7K2026-10-20
Allegiance Financial Group Advisory Services LLC
CLOSED02,271-2,271-100%$491.6K$0-$491.6K2026-11-02
Sanchez Wealth Management Group
CLOSED02,165-2,165-100%$468.6K$0-$468.6K2026-11-02
Chickasaw Capital Management LLC
CLOSED02,087-2,087-100%$452.0K$0-$452.0K2026-10-08
QTR Family Wealth, LLC
CLOSED02,056-2,056-100%$445.1K$0-$445.1K2026-11-02
Rockland Trust Co
CLOSED01,997-1,997-100%$432.3K$0-$432.3K2026-10-05
Providence First Trust Co
CLOSED01,813-1,813-100%$392.4K$0-$392.4K2026-11-02
25 LLC
CLOSED01,780-1,780-100%$385.3K$0-$385.3K2026-10-13
Targeted Financial Services LLC
CLOSED01,631-1,631-100%$353.1K$0-$353.1K2026-10-19
ProVise Management Group, LLC
CLOSED01,625-1,625-100%$351.8K$0-$351.8K2026-11-06
Mccarter Private Wealth Services LLC
CLOSED01,584-1,584-100%$342.9K$0-$342.9K2026-10-22
Masterinvest Kapitalanlage GmbH
CLOSED01,545-1,545-100%$334.4K$0-$334.4K2026-11-03
Wealth Science Advisors LLC
CLOSED01,468-1,468-100%$317.8K$0-$317.8K2026-10-09
Investment Research Partners LLC
CLOSED01,464-1,464-100%$316.9K$0-$316.9K2026-10-19
Avail Investment Partners, LLC
CLOSED01,449-1,449-100%$313.7K$0-$313.7K2026-10-16
SYM Financial Corp
CLOSED01,441-1,441-100%$311.9K$0-$311.9K2026-10-26
Hudock, Inc.
CLOSED01,428-1,428-100%$309.2K$0-$309.2K2026-10-14
Quantum Financial Partners LLC
CLOSED01,383-1,383-100%$299.4K$0-$299.4K2026-10-19
Rockport Wealth LLC
CLOSED01,338-1,338-100%$289.6K$0-$289.6K2026-11-03
Saxon Interests, Inc.
CLOSED01,306-1,306-100%$282.7K$0-$282.7K2026-10-26
AA Financial Advisors, LLC
CLOSED01,295-1,295-100%$280.3K$0-$280.3K2026-10-19
Waterfront Wealth Inc.
CLOSED01,266-1,266-100%$281.4K$0-$281.4K2026-11-03
Moran Wealth Management, LLC
CLOSED01,265-1,265-100%$273.8K$0-$273.8K2026-10-22
Strategic Equity Management
CLOSED01,259-1,259-100%$272.4K$0-$272.4K2026-11-04
Opal Wealth Advisors, LLC
CLOSED01,256-1,256-100%$271.9K$0-$271.9K2026-10-16
Motley Fool Asset Management LLC
CLOSED01,250-1,250-100%$270.6K$0-$270.6K2026-10-27
Hengehold Capital Management LLC
CLOSED01,231-1,231-100%$266.5K$0-$266.5K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED01,228-1,228-100%$265.8K$0-$265.8K2026-10-14
Paragon Private Wealth Management, LLC
CLOSED01,183-1,183-100%$256.1K$0-$256.1K2026-10-20
Meadowbrook Wealth Management, LLC
CLOSED01,170-1,170-100%$255.7K$0-$255.7K2026-10-08
FSM Wealth Advisors, LLC
CLOSED01,152-1,152-100%$249.3K$0-$249.3K2026-10-27
Rhodes Investment Advisors Inc
CLOSED01,147-1,147-100%$248.3K$0-$248.3K2026-10-07
Opus Financial Solutions LLC
CLOSED01,134-1,134-100%$245.5K$0-$245.5K2026-11-06
Correct Capital Wealth Management
CLOSED01,131-1,131-100%$244.8K$0-$244.8K2026-11-02
Capstone Wealth Management, LLC
CLOSED01,127-1,127-100%$244.0K$0-$244.0K2026-11-02
Galvin, Gaustad & Stein, LLC
CLOSED01,112-1,112-100%$240.6K$0-$240.6K2026-10-08
Lee Financial Co
CLOSED01,101-1,101-100%$238.3K$0-$238.3K2026-10-16
Peachtree Investment Partners, LLC
CLOSED01,098-1,098-100%$237.6K$0-$237.6K2026-11-05
Northern Financial Advisors Inc
CLOSED01,090-1,090-100%$236.0K$0-$236.0K2026-10-29
Woodward Diversified Capital, LLC
CLOSED01,075-1,075-100%$232.7K$0-$232.7K2026-10-21
Sunesis Advisors, LLC
CLOSED01,067-1,067-100%$231.0K$0-$231.0K2026-10-26
Perennial Advisors, LLC
CLOSED01,066-1,066-100%$230.8K$0-$230.8K2026-10-13
Hamilton Capital, LLC
CLOSED01,062-1,062-100%$229.9K$0-$229.9K2026-10-08
Baring Financial LLC
CLOSED01,057-1,057-100%$228.8K$0-$228.8K2026-10-07
Vista Capital Partners, Inc.
CLOSED01,051-1,051-100%$227.5K$0-$227.5K2026-11-06
Walser Wealth Management Company, A Ltd Liability Co
CLOSED01,051-1,051-100%$227.4K$0-$227.4K2026-10-15
Stonebridge Financial Group, LLC
CLOSED01,050-1,050-100%$227.3K$0-$227.3K2026-10-01
Stockman Wealth Management, Inc.
CLOSED01,047-1,047-100%$226.6K$0-$226.6K2026-10-27
Northwest Wealth Management, LLC
CLOSED01,046-1,046-100%$226.4K$0-$226.4K2026-10-30
Key Client Fiduciary Advisors, LLC
CLOSED01,044-1,044-100%$226.0K$0-$226.0K2026-10-19
Sonata Capital Group Inc
CLOSED01,043-1,043-100%$225.8K$0-$225.8K2026-10-19
Baker Ellis Asset Management LLC
CLOSED01,042-1,042-100%$225.6K$0-$225.6K2026-10-14
LifeSteps Financial, Inc.
CLOSED01,039-1,039-100%$224.9K$0-$224.9K2026-10-15
Clarity Wealth Development LLC
CLOSED01,033-1,033-100%$223.6K$0-$223.6K2026-10-22
MBA Advisors LLC
CLOSED01,033-1,033-100%$223.6K$0-$223.6K2026-10-29
Clark & Stuart, Inc
CLOSED01,020-1,020-100%$220.8K$0-$220.8K2026-10-14
Landaas & Co
CLOSED01,018-1,018-100%$220.4K$0-$220.4K2026-10-29
Elevation Wealth Management LLC
CLOSED01,011-1,011-100%$218.9K$0-$218.9K2026-11-02
Accretive Wealth Partners, LLC
CLOSED01,009-1,009-100%$218.4K$0-$218.4K2026-11-06
Symmetry Partners, LLC
CLOSED01,007-1,007-100%$218.1K$0-$218.1K2026-10-27
Woodard & Co Asset Management Group Inc
CLOSED01,006-1,006-100%$217.8K$0-$217.8K2026-11-03
Genesee Capital Advisors, LLC
CLOSED01,006-1,006-100%$217.7K$0-$217.7K2026-10-20
Smith Thornton Advisors LLC
CLOSED01,004-1,004-100%$216.4K$0-$216.4K2026-10-16
Matisse Capital
CLOSED01,004-1,004-100%$217.3K$0-$217.3K2026-10-29
Valley Brook Capital Group, Inc.
CLOSED01,004-1,004-100%$217.4K$0-$217.4K2026-10-26
Alchemi Wealth, LLC
CLOSED0996-996-100%$215.6K$0-$215.6K2026-11-04
Connecticut Capital Management Group, LLC
CLOSED0994-994-100%$215.2K$0-$215.2K2026-10-29
Salem Investment Counselors Inc
CLOSED0990-990-100%$214.2K$0-$214.2K2026-10-13
Financial Planning Hawaii, Inc.
CLOSED0989-989-100%$214.1K$0-$214.1K2026-10-13
Haven Private, LLC
CLOSED0986-986-100%$213.4K$0-$213.4K2026-10-27
San Luis Wealth Advisors LLC
CLOSED0975-975-100%$211.1K$0-$211.1K2026-10-27
RFG Holdings, Inc.
CLOSED0969-969-100%$209.8K$0-$209.8K2026-10-30
Broadway Wealth Solutions, Inc.
CLOSED0969-969-100%$209.8K$0-$209.8K2026-10-21
Tortoise Investment Management, LLC
CLOSED0969-969-100%$209.8K$0-$209.8K2026-11-06
Clearwave Capital, LLC
CLOSED0965-965-100%$208.9K$0-$208.9K2026-10-27
Luts & Greenleigh Group, Inc.
CLOSED0963-963-100%$208.5K$0-$208.5K2026-11-05
Stephen J. Garry & Associates, LLC
CLOSED0961-961-100%$208.1K$0-$208.1K2026-11-05
Whelan Financial
CLOSED0959-959-100%$207.6K$0-$207.6K2026-10-28
Corundum Trust Company, Inc
CLOSED0958-958-100%$207.4K$0-$207.4K2026-10-29
Norris Perne & French LLP
CLOSED0957-957-100%$207.2K$0-$207.2K2026-10-23
Cedar Point Capital Partners, LLC
CLOSED0955-955-100%$206.7K$0-$206.7K2026-10-29
Cache Advisors, LLC
CLOSED0950-950-100%$205.6K$0-$205.6K2026-10-16
AdviceOne Advisory Services, LLC
CLOSED0949-949-100%$205.4K$0-$205.4K2026-10-19
Diversified Management Inc
CLOSED0946-946-100%$204.8K$0-$204.8K2026-10-08
Element Pointe Advisors, LLC
CLOSED0941-941-100%$203.7K$0-$203.7K2026-10-21
IVC Wealth Advisors LLC
CLOSED0940-940-100%$203.5K$0-$203.5K2026-10-23
Centennial Wealth Advisory LLC
CLOSED0940-940-100%$203.4K$0-$203.4K2026-10-16
ARS Wealth Advisors Group, LLC
CLOSED0939-939-100%$203.3K$0-$203.3K2026-10-16
Redhawk Wealth Advisors, Inc.
CLOSED0939-939-100%$203.3K$0-$203.3K2026-10-14
Fidelity D & D Bancorp Inc
CLOSED0938-938-100%$203.0K$0-$203.0K2026-11-05
3Chopt Investment Partners, LLC
CLOSED0937-937-100%$202.7K$0-$202.7K2026-10-30
Kraft, Davis & Associates, LLC
CLOSED0934-934-100%$209.7K$0-$209.7K2026-10-21
Kooman & Associates
CLOSED0932-932-100%$201.8K$0-$201.8K2026-10-21
Optima Capital LLC
CLOSED0925-925-100%$200.3K$0-$200.3K2026-10-29
MKT Advisors LLC
CLOSED0898-898-100%$208.0K$0-$208.0K2026-10-20
Robinswood Financial LLC
CLOSED0564-564-100%$122.1K$0-$122.1K2026-10-20
One River Asset Management, LLC
CLOSED0327-327-100%$70.8K$0-$70.8K2026-10-21
Ball & Co Wealth Management Inc.
CLOSED0315-315-100%$68.0K$0-$68.0K2026-11-05
Axiom Investment Management LLC
CLOSED0293-293-100%$63.4K$0-$63.4K2026-11-03
Cornerstone Planning Group LLC
CLOSED0290-290-100%$60.5K$0-$60.5K2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED0272-272-100%$58.9K$0-$58.9K2026-10-29
Bullseye Investment Management, LLC
CLOSED0217-217-100%$47.0K$0-$47.0K2026-10-29
Solstein Capital, LLC
CLOSED0188-188-100%$40.7K$0-$40.7K2026-11-02
Commonwealth Retirement Investments LLC
CLOSED0175-175-100%$37.9K$0-$37.9K2026-10-26
Sims Investment Management, LLC
CLOSED0160-160-100%$34.6K$0-$34.6K2026-10-13
Strategic Wealth Advisors LLC
CLOSED0127-127-100%$27$0-$272026-11-06
Gill Capital Partners, LLC
CLOSED0104-104-100%$22.5K$0-$22.5K2026-10-13
Brooklyn FI, LLC
CLOSED078-78-100%$16.3K$0-$16.3K2026-11-05
Icici Prudential Asset Management Co Ltd
CLOSED022-22-100%$4.8K$0-$4.8K2026-11-06
Y.D. More Investments Ltd
CLOSED019-19-100%$4.1K$0-$4.1K2026-11-02
Raleigh Capital Management Inc.
CLOSED09-9-100%$1.9K$0-$1.9K2026-10-28
Noble Wealth Management PBC
CLOSED05-5-100%$1.1K$0-$1.1K2026-10-01
Evolution Advisers, Inc.
CLOSED02-2-100%$0$0$02026-11-06
Merrithew & Thorsten Inc
CLOSED000—$0$0$02026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED000—$460.2K$416.9K-$43.3K2026-10-29
BlackRock, Inc.
N/A—61,043,446-61,043,446-100%$13.2B———
FMR LLC
N/A—58,951,274-58,951,274-100%$12.8B———
Vanguard Capital Management LLC
N/A—51,463,432-51,463,432-100%$11.1B———
State Street Corp
N/A—38,047,990-38,047,990-100%$8.2B———
Capital World Investors
N/A—30,665,928-30,665,928-100%$6.6B———
Newport Trust Company, LLC
N/A—28,260,770-28,260,770-100%$6.1B———
Loomis Sayles & Co L P
N/A—13,915,261-13,915,261-100%$3.0B———
Vanguard Portfolio Management LLC
N/A—13,414,486-13,414,486-100%$2.9B———
Bank of America Corp
N/A—11,295,389-11,295,389-100%$2.4B———
Price T Rowe Associates Inc
N/A—11,083,202-11,083,202-100%$2.4B———
Morgan Stanley
N/A—10,816,366-10,816,366-100%$2.3B———
Jennison Associates LLC
N/A—9,522,431-9,522,431-100%$2.1B———
Capital Research Global Investors
N/A—9,023,177-9,023,177-100%$2.0B———
Massachusetts Financial Services Co
N/A—6,890,252-6,890,252-100%$1.5B———
Northern Trust Corp
N/A—6,498,426-6,498,426-100%$1.4B———
Pentwater Capital Management LP
N/A—6,200,000-6,200,000-100%$1.3B———
Royal Bank of Canada
N/A—5,351,819-5,351,819-100%$1.2B———
Invesco Ltd.
N/A—5,206,763-5,206,763-100%$1.1B———
Ameriprise Financial Inc
N/A—4,953,503-4,953,503-100%$1.1B———
UBS Group AG
N/A—4,899,591-4,899,591-100%$1.1B———
Charles Schwab Investment Management Inc
N/A—4,577,642-4,577,642-100%$990.9M———
Vanguard Fiduciary Trust Co
N/A—4,488,035-4,488,035-100%$971.5M———
Nuveen, LLC
N/A—4,275,409-4,275,409-100%$925.5M———
JPMorgan Chase & Co
N/A—4,238,780-4,238,780-100%$910.0M———
Jupiter Topco LLC
N/A—4,212,507-4,212,507-100%$911.9M———
Goldman Sachs Group Inc
N/A—3,742,424-3,742,424-100%$810.1M———
Wells Fargo & Company
N/A—3,510,340-3,510,340-100%$759.9M———
Legal & General Group Plc
N/A—3,283,668-3,283,668-100%$710.8M———
Viking Global Investors LP
N/A—3,274,825-3,274,825-100%$708.9M———
UBS Asset Management Americas LLC
N/A—3,091,370-3,091,370-100%$669.2M———
AQR Capital Management LLC
N/A—2,881,096-2,881,096-100%$623.7M———
Wellington Management Group LLP
N/A—2,594,153-2,594,153-100%$561.6M———
Neuberger Berman Group LLC
N/A—2,346,066-2,346,066-100%$507.6M———
Swiss National Bank
N/A—2,105,477-2,105,477-100%$455.8M———
Victory Capital Management Inc
N/A—2,054,226-2,054,226-100%$444.7M———
Raymond James Financial Inc
N/A—2,030,438-2,030,438-100%$439.5M———
Natixis Advisors, LLC
N/A—1,774,464-1,774,464-100%$384.1M———
Bessemer Group Inc
N/A—1,746,389-1,746,389-100%$378.0M———
Vanguard Global Advisers, LLC
N/A—1,693,708-1,693,708-100%$366.6M———
National Pension Service
N/A—1,666,045-1,666,045-100%$360.6M———
Susquehanna International Group, LLP
N/A—1,525,027-1,525,027-100%$330.1M———
Alliancebernstein L.P.
N/A—1,372,880-1,372,880-100%$273.2M———
Vanguard Asset Management, Ltd
N/A—1,332,624-1,332,624-100%$288.5M———
BNP Paribas Financial Markets
N/A—1,323,903-1,323,903-100%$286.6M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,318,800-1,318,800-100%$285.5M———
Canada Pension Plan Investment Board
N/A—1,286,555-1,286,555-100%$278.5M———
HSBC Holdings PLC
N/A—1,270,252-1,270,252-100%$274.9M———
Rhumbline Advisers
N/A—1,223,140-1,223,140-100%$264.8M———
CIBC Bancorp USA Inc.
N/A—1,153,924-1,153,924-100%$250.2M———
California State Teachers Retirement System
N/A—1,135,928-1,135,928-100%$245.9M———
SG Americas Securities, LLC
N/A—1,095,725-1,095,725-100%$237.2M———
Primecap Management Co
N/A—1,039,910-1,039,910-100%$225.1M———
Stifel Financial Corp
N/A—997,846-997,846-100%$216.0M———
Capula Management Ltd
N/A—951,980-951,980-100%$206.1M———
California Public Employees Retirement System
N/A—923,442-923,442-100%$199.9M———
Southpoint Capital Advisors LP
N/A—900,000-900,000-100%$194.8M———
Envestnet Asset Management Inc
N/A—889,565-889,565-100%$192.6M———
Blair William & Co
N/A—878,396-878,396-100%$190.1M———
New York State Common Retirement Fund
N/A—875,466-875,466-100%$189.5M———
Hotchkis & Wiley Capital Management LLC
N/A—874,437-874,437-100%$189.3M———
Clearbridge Investments, LLC
N/A—857,960-857,960-100%$185.7M———
Citadel Advisors LLC
N/A—857,294-857,294-100%$185.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—836,569-836,569-100%$181.1M———
Rovida Investment Management Ltd
N/A—832,000-832,000-100%$180.0M———
Bank of Montreal
N/A—804,417-804,417-100%$174.1M———
Appaloosa LP
N/A—800,000-800,000-100%$173.2M———
Jones Financial Companies Lllp
N/A—793,305-793,305-100%$172.3M———
HighTower Advisors, LLC
N/A—747,035-747,035-100%$161.7M———
Ensign Peak Advisors, Inc
N/A—733,382-733,382-100%$158.8M———
1832 Asset Management L.P.
N/A—710,100-710,100-100%$153.7M———
Franklin Resources Inc
N/A—703,468-703,468-100%$152.3M———
Adage Capital Partners GP, L.L.C.
N/A—683,059-683,059-100%$147.9M———
Aviva PLC
N/A—656,821-656,821-100%$142.2M———
State Board of Administration of Florida Retirement System
N/A—647,437-647,437-100%$140.2M———
Senator Investment Group LP
N/A—646,458-646,458-100%$139.9M———
Hill City Capital, LP
N/A—621,583-621,583-100%$134.6M———
Voya Investment Management LLC
N/A—606,492-606,492-100%$131.3M———
National Bank of Canada
N/A—545,715-545,715-100%$118.1M———
Lazard Asset Management LLC
N/A—545,456-545,456-100%$118.1M———
Squarepoint Ops LLC
N/A—538,217-538,217-100%$116.5M———
Worldquant Millennium Advisors LLC
N/A—538,127-538,127-100%$116.5M———
First Trust Advisors LP
N/A—528,398-528,398-100%$114.4M———
Nomura Holdings Inc
N/A—526,170-526,170-100%$113.9M———
Marsico Capital Management LLC
N/A—523,760-523,760-100%$113.4M———
Manufacturers Life Insurance Company, the
N/A—518,639-518,639-100%$112.3M———
Rockefeller Capital Management L.P.
N/A—502,135-502,135-100%$108.7M———
Nomura Asset Management Co LTD
N/A—496,935-496,935-100%$107.6M———
Tudor Investment Corp ET AL
N/A—471,397-471,397-100%$102.0M———
Canada Life Assurance Co
N/A—470,713-470,713-100%$101.7M———
Jane Street Group, LLC
N/A—468,198-468,198-100%$101.4M———
Alyeska Investment Group, L.P.
N/A—445,373-445,373-100%$96.4M———
Millennium Management LLC
N/A—438,523-438,523-100%$94.9M———
Prudential Financial Inc
N/A—426,026-426,026-100%$92.2M———
Quantinno Capital Management LP
N/A—423,393-423,393-100%$91.7M———
Korea Investment Corp
N/A—412,428-412,428-100%$89.3M———
Qube Research & Technologies Ltd
N/A—409,839-409,839-100%$88.7M———
State of Wisconsin Investment Board
N/A—398,945-398,945-100%$86.4M———
Empower Advisory Group, LLC
N/A—385,384-385,384-100%$83.4M———
Vaughan Nelson Investment Management, L.P.
N/A—383,014-383,014-100%$82.9M———
Chevy Chase Trust Holdings, LLC
N/A—381,644-381,644-100%$82.6M———
Baird Financial Group, Inc.
N/A—379,443-379,443-100%$82.1M———
Royal London Asset Management LTD
N/A—377,030-377,030-100%$81.6M———
Osaic Holdings, Inc.
N/A—371,734-371,734-100%$80.5M———
Walleye Capital LLC
N/A—364,100-364,100-100%$78.8M———
Homestead Advisers Corp
N/A—361,824-361,824-100%$78.3M———
SEI Investments Co
N/A—344,505-344,505-100%$74.6M———
Caisse de Depot ET Placement DU Quebec
N/A—343,938-343,938-100%$74.5M———
NewEdge Advisors, LLC
N/A—340,198-340,198-100%$73.6M———
Lord, Abbett & Co. LLC
N/A—338,613-338,613-100%$73.3M———
Vanguard Investments Australia, Ltd.
N/A—336,577-336,577-100%$72.9M———
TD Asset Management Inc
N/A—335,611-335,611-100%$72.6M———
Cetera Investment Advisers
N/A—333,842-333,842-100%$72.3M———
Focus Partners Wealth
N/A—326,406-326,406-100%$70.7M———
Treasurer of the State of North Carolina
N/A—323,799-323,799-100%$70.1M———
Cerity Partners LLC
N/A—320,584-320,584-100%$69.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—313,569-313,569-100%$67.9M———
Causeway Capital Management LLC
N/A—313,048-313,048-100%$67.8M———
State of Tennessee, Department of Treasury
N/A—297,641-297,641-100%$64.4M———
Mariner, LLC
N/A—294,483-294,483-100%$63.7M———
Capital Advisors Inc
N/A—288,453-288,453-100%$62.4M———
Public Employees Retirement System of Ohio
N/A—286,756-286,756-100%$62.1M———
Bowen Hanes & Co Inc
N/A—285,670-285,670-100%$56.9M———
Danica Pension, Livsforsikringsaktieselskab
N/A—283,098-283,098-100%$61.3M———
Engineers Gate Manager LP
N/A—281,264-281,264-100%$60.9M———
Davidson Kempner Capital Management LP
N/A—280,000-280,000-100%$60.6M———
Tredje Ap-fonden
N/A—250,570-250,570-100%$54.2M———
Toronto Dominion Bank
N/A—248,283-248,283-100%$53.7M———
Symmetry Investments LP
N/A—245,149-245,149-100%$53.1M———
Capital International, Inc.
N/A—242,448-242,448-100%$52.5M———
Trexquant Investment LP
N/A—234,364-234,364-100%$50.7M———
CIBC World Market Inc.
N/A—233,302-233,302-100%$50.5M———
Schonfeld Strategic Advisors LLC
N/A—224,366-224,366-100%$48.6M———
Bank of Nova Scotia
N/A—221,835-221,835-100%$48.0M———
Danske Bank A/S
N/A—220,548-220,548-100%$47.7M———
ING Groep NV
N/A—216,507-216,507-100%$46.9M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—214,141-214,141-100%$46.4M———
Resona Asset Management Co.,Ltd.
N/A—210,544-210,544-100%$45.5M———
Avala Global LP
N/A—203,543-203,543-100%$44.1M———
Rafferty Asset Management, LLC
N/A—201,577-201,577-100%$43.6M———
Junto Capital Management LP
N/A—199,292-199,292-100%$43.1M———
MetLife Investment Management, LLC
N/A—199,218-199,218-100%$43.1M———
Minneapolis Portfolio Management Group, LLC
N/A—194,795-194,795-100%$42.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—191,228-191,228-100%$41.4M———
Mark Asset Management LP
N/A—190,597-190,597-100%$41.3M———
Alpha Wave Global, LP
N/A—179,933-179,933-100%$39.0M———
Clough Capital Partners L P
N/A—179,362-179,362-100%$38.8M———
Mercer Global Advisors Inc
N/A—177,548-177,548-100%$38.4M———
Employees Retirement System of Texas
N/A—176,701-176,701-100%$38.3M———
Teacher Retirement System of Texas
N/A—176,246-176,246-100%$38.2M———
Gabelli Funds LLC
N/A—172,377-172,377-100%$37.3M———
Westend Capital Management, LLC
N/A—170,259-170,259-100%$36.9M———
Tiaa Wealth Investment Management LLC
N/A—167,958-167,958-100%$36.4M———
CI Investments Inc.
N/A—162,811-162,811-100%$35.2M———
Picton Mahoney Asset Management
N/A—155,172-155,172-100%$33.6M———
Janney Montgomery Scott LLC
N/A—153,991-153,991-100%$33.3M———
Woodline Partners LP
N/A—152,911-152,911-100%$33.1M———
Klcm Advisors, Inc.
N/A—152,129-152,129-100%$32.9M———
Polar Asset Management Partners Inc.
N/A—150,000-150,000-100%$32.5M———
Osterweis Capital Management Inc
N/A—146,792-146,792-100%$31.8M———
Capitolis Liquid Global Markets LLC
N/A—145,103-145,103-100%$31.4M———
Mizuho Markets Cayman LP
N/A—143,558-143,558-100%$31.1M———
Renaissance Technologies LLC
N/A—142,784-142,784-100%$30.9M———
&partners
N/A—139,730-139,730-100%$30.3M———
IEQ Capital, LLC
N/A—138,120-138,120-100%$29.9M———
Public Sector Pension Investment Board
N/A—133,150-133,150-100%$28.8M———
Azimuth Capital Investment Management LLC
N/A—127,423-127,423-100%$27.6M———
Nomura Asset Management International Inc.
N/A—124,937-124,937-100%$27.0M———
General Pension Society PZU Joint Stock Co
N/A—124,090-124,090-100%$26.9M———
Capital International Sarl
N/A—122,783-122,783-100%$26.6M———
Tidal Investments LLC
N/A—120,554-120,554-100%$26.1M———
Banco Santander, S.A.
N/A—120,360-120,360-100%$26.1M———
Bluespring Wealth Management, LLC
N/A—119,859-119,859-100%$25.9M———
Hudson Bay Capital Management LP
N/A—119,112-119,112-100%$25.8M———
Sender Co & Partners, Inc.
N/A—118,868-118,868-100%$25.7M———
Pathstone Holdings, LLC
N/A—118,807-118,807-100%$25.8M———
Northwestern Mutual Wealth Management Co
N/A—118,241-118,241-100%$25.6M———
American Century Companies Inc
N/A—117,408-117,408-100%$25.4M———
Varma Mutual Pension Insurance Co
N/A—116,700-116,700-100%$25.3M———
Scopus Asset Management, L.P.
N/A—116,032-116,032-100%$25.1M———
Utah Retirement Systems
N/A—115,413-115,413-100%$25.0M———
QRG Capital Management, Inc.
N/A—114,256-114,256-100%$24.7M———
Police & Firemen's Retirement System of New Jersey
N/A—114,162-114,162-100%$24.7M———
Gamco Investors, Inc. ET AL
N/A—114,044-114,044-100%$24.7M———
Beacon Pointe Advisors, LLC
N/A—114,008-114,008-100%$24.7M———
Private Advisor Group, LLC
N/A—112,678-112,678-100%$24.4M———
British Columbia Investment Management Corp
N/A—111,869-111,869-100%$24.2M———
Longaeva Partners L.P.
N/A—111,541-111,541-100%$24.1M———
Westwood Holdings Group Inc
N/A—111,496-111,496-100%$24.1M———
Steward Partners Investment Advisory, LLC
N/A—111,049-111,049-100%$24.0M———
Gendell Jeffrey L
N/A—110,000-110,000-100%$23.8M———
Equitable Holdings, Inc.
N/A—108,401-108,401-100%$23.5M———
Graham Capital Management, L.P.
N/A—107,864-107,864-100%$23.3M———
O'shaughnessy Asset Management, LLC
N/A—103,591-103,591-100%$22.4M———
Captrust Financial Advisors
N/A—102,505-102,505-100%$22.2M———
MAI Capital Management
N/A—102,412-102,412-100%$22.2M———
BNP Paribas Asset Management Holding S.A.
N/A—102,072-102,072-100%$22.1M———
Credit Agricole S A
N/A—101,865-101,865-100%$22.1M———
D. E. Shaw & Co., Inc.
N/A—101,322-101,322-100%$21.9M———
MML Investors Services, LLC
N/A—100,564-100,564-100%$21.8M———
Teachers Retirement System of the State of Kentucky
N/A—100,109-100,109-100%$21.7M———
Blue Sparrow, LLC
N/A—100,000-100,000-100%$21.6M———
Nissay Asset Management Corp N
N/A—99,322-99,322-100%$21.5M———
Bbfit Investments PTE LTD
N/A—99,000-99,000-100%$21.4M———
Public Employees Retirement Association of Colorado
N/A—98,338-98,338-100%$21.3M———
Empowered Funds, LLC
N/A—96,922-96,922-100%$21.0M———
Ilmarinen Mutual Pension Insurance Co
N/A—95,000-95,000-100%$20.6M———
Rheos Capital Works Inc.
N/A—95,000-95,000-100%$20.6M———
Penserra Capital Management LLC
N/A—94,297-94,297-100%$20.4M———
Marshall Wace, LLP
N/A—92,649-92,649-100%$20.1M———
LOS Angeles Capital Management LLC
N/A—88,763-88,763-100%$19.2M———
Macquarie Group LTD
N/A—88,627-88,627-100%$19.2M———
Allianz Asset Management GmbH
N/A—88,309-88,309-100%$19.1M———
Parallax Volatility Advisers, L.P.
N/A—87,345-87,345-100%$18.9M———
Arax Advisory Partners
N/A—84,534-84,534-100%$18.3M———
First Manhattan Co. Llc.
N/A—83,958-83,958-100%$18.2M———
Federation des caisses Desjardins du Quebec
N/A—83,451-83,451-100%$18.1M———
M&T Bank Corp
N/A—82,137-82,137-100%$17.8M———
Wealthfront Advisers LLC
N/A—80,197-80,197-100%$17.4M———
Vanguard Personalized Indexing Management, LLC
N/A—79,886-79,886-100%$17.3M———
Two Sigma Investments, LP
N/A—79,309-79,309-100%$17.2M———
Occudo Quantitative Strategies LP
N/A—78,422-78,422-100%$17.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—77,242-77,242-100%$16.7M———
Investment Management Corp of Ontario
N/A—73,563-73,563-100%$15.9M———
Summit Financial, LLC
N/A—72,544-72,544-100%$15.7M———
Quadrature Capital Ltd
N/A—71,463-71,463-100%$15.5M———
Gardner Lewis Asset Management L P
N/A—69,794-69,794-100%$15.1M———
Old West Investment Management, LLC
N/A—69,454-69,454-100%$15.0M———
OneDigital Investment Advisors LLC
N/A—69,263-69,263-100%$15.0M———
RWA Wealth Partners, LLC
N/A—67,044-67,044-100%$14.5M———
Wesleyan Assurance Society
N/A—66,500-66,500-100%$14.4M———
Valueworks LLC
N/A—66,038-66,038-100%$14.3M———
Elo Mutual Pension Insurance Co
N/A—65,433-65,433-100%$14.2M———
Pacer Advisors, Inc.
N/A—64,410-64,410-100%$13.9M———
Sequoia Financial Advisors, LLC
N/A—64,409-64,409-100%$13.9M———
Stonebridge Capital Advisors LLC
N/A—64,397-64,397-100%$13.9M———
Hodges Capital Management Inc.
N/A—62,670-62,670-100%$13.6M———
Verition Fund Management LLC
N/A—61,789-61,789-100%$13.4M———
Mizuho Securities USA LLC
N/A—61,715-61,715-100%$13.4M———
Financial Engines Advisors L.L.C.
N/A—61,142-61,142-100%$13.2M———
Castleark Management LLC
N/A—59,520-59,520-100%$12.9M———
Allstate Corp
N/A—59,507-59,507-100%$12.9M———
Shelton Capital Management
N/A—58,109-58,109-100%$12.6M———
Cantor Fitzgerald, L. P.
N/A—57,957-57,957-100%$12.5M———
Group One Trading LLC
N/A—57,917-57,917-100%$12.5M———
Commerce Bank
N/A—57,747-57,747-100%$12.5M———
Scotia Capital Inc.
N/A—57,556-57,556-100%$12.5M———
Orion Porfolio Solutions, LLC
N/A—56,502-56,502-100%$12.2M———
NFJ Investment Group, LLC
N/A—56,251-56,251-100%$12.2M———
Norinchukin Bank, The
N/A—54,765-54,765-100%$11.9M———
Atlantic Union Bankshares Corp
N/A—54,764-54,764-100%$11.9M———
Cary Street Partners Financial LLC
N/A—53,494-53,494-100%$11.6M———
Waverly Advisors, LLC
N/A—53,304-53,304-100%$11.5M———
Caption Management, LLC
N/A—53,200-53,200-100%$11.5M———
Capital International LTD
N/A—51,948-51,948-100%$11.2M———
Lionhunter Capital Management, LLC
N/A—51,356-51,356-100%$11.1M———
United Capital Financial Advisors, LLC
N/A—50,907-50,907-100%$11.0M———
Arkadios Wealth Advisors
N/A—50,254-50,254-100%$10.9M———
Connors Investor Services Inc
N/A—50,116-50,116-100%$10.8M———
XTX Topco Ltd
N/A—49,907-49,907-100%$10.8M———
Vestmark Advisory Solutions, Inc.
N/A—49,015-49,015-100%$10.6M———
Stephens Inc
N/A—48,526-48,526-100%$10.5M———
Modern Wealth Management, LLC
N/A—48,173-48,173-100%$10.4M———
Kentucky Retirement Systems
N/A—47,701-47,701-100%$10.3M———
Schroder Investment Management Group
N/A—45,644-45,644-100%$9.8M———
Canada Post Corp Registered Pension Plan
N/A—45,477-45,477-100%$9.8M———
Winslow Asset Management Inc
N/A—45,456-45,456-100%$9.8M———
Peak6 LLC
N/A—45,056-45,056-100%$9.8M———
Callan Family Office, LLC
N/A—44,867-44,867-100%$9.7M———
Buffalo Business & Estate Services LTD
N/A—44,808-44,808-100%$9.7M———
Aptus Capital Advisors, LLC
N/A—44,225-44,225-100%$9.6M———
Brown Advisory Inc
N/A—43,950-43,950-100%$9.5M———
Glenmede Trust Co NA
N/A—42,724-42,724-100%$9.2M———
Nwam LLC
N/A—42,564-42,564-100%$9.2M———
Integrated Wealth Concepts LLC
N/A—42,417-42,417-100%$9.2M———
Omers Administration Corp
N/A—42,283-42,283-100%$9.2M———
Stratos Wealth Partners, Ltd.
N/A—42,047-42,047-100%$9.1M———
Windward Capital Management Co
N/A—41,670-41,670-100%$9.0M———
Prospect Financial Services LLC
N/A—41,428-41,428-100%$9.0M———
Whittier Trust Co
N/A—39,668-39,668-100%$9.3M———
Vident Advisory, LLC
N/A—39,014-39,014-100%$8.4M———
Envestnet Portfolio Solutions, Inc.
N/A—38,816-38,816-100%$8.4M———
SCS Capital Management LLC
N/A—38,423-38,423-100%$8.3M———
Steigerwald, Gordon & Koch Inc.
N/A—37,888-37,888-100%$8.2M———
Dkrt Investments Corp.
N/A—37,500-37,500-100%$8.1M———
Johnson Investment Counsel Inc
N/A—36,535-36,535-100%$7.9M———
Moneta Group Investment Advisors LLC
N/A—35,876-35,876-100%$7.8M———
Allianz SE
N/A—35,472-35,472-100%$7.7M———
Brown Brothers Harriman & Co
N/A—35,313-35,313-100%$7.6M———
Nicolet Bankshares Inc
N/A—35,035-35,035-100%$8.0M———
Ally Financial Inc.
N/A—35,000-35,000-100%$7.6M———
Global Retirement Partners, LLC
N/A—34,397-34,397-100%$7.4M———
Cambridge Financial Group, Inc.
N/A—34,295-34,295-100%$7.4M———
Advisory Services Network, LLC
N/A—34,112-34,112-100%$7.4M———
Saba Capital Management, L.P.A
N/A—33,606-33,606-100%$7.3M———
Marex Group Ltd
N/A—33,565-33,565-100%$7.3M———
Fort Sheridan Advisors LLC
N/A—33,405-33,405-100%$7.2M———
Capital Fund Management S.A.
N/A—33,347-33,347-100%$7.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—32,738-32,738-100%$7.1M———
Pinnacle Financial Partners, Inc.
N/A—32,729-32,729-100%$7.1M———
First Dallas Securities Inc.
N/A—32,657-32,657-100%$7.1M———
IHT Wealth Management, LLC
N/A—32,559-32,559-100%$7.0M———
Mutual Advisors, LLC
N/A—32,245-32,245-100%$7.0M———
Peregrine Asset Advisers, Inc.
N/A—31,382-31,382-100%$6.8M———
EP Wealth Advisors, LLC
N/A—31,184-31,184-100%$6.8M———
KKM Financial LLC
N/A—30,860-30,860-100%$6.7M———
Mufg Securities Emea plc
N/A—30,855-30,855-100%$6.7M———
Ameritas Advisory Services, LLC
N/A—30,801-30,801-100%$6.7M———
Advisors Asset Management, Inc.
N/A—30,457-30,457-100%$6.6M———
Stamos Capital Partners, L.P.
N/A—30,183-30,183-100%$6.5M———
Bradley Foster & Sargent Inc
N/A—29,620-29,620-100%$6.4M———
Keystone Financial Group
N/A—29,287-29,287-100%$6.3M———
Edmond de Rothschild Holding S.A.
N/A—29,275-29,275-100%$6.3M———
Phoenix Financial Ltd.
N/A—29,187-29,187-100%$6.3M———
Intercapital, LLC
N/A—29,000-29,000-100%$6.3M———
Acadian Asset Management LLC
N/A—28,573-28,573-100%$6.2M———
Clear Street Group Inc.
N/A—28,546-28,546-100%$6.2M———
Welch Capital Partners LLC
N/A—28,384-28,384-100%$6.1M———
McGinn Penninger Investment Management, Inc.
N/A—28,316-28,316-100%$6.1M———
Evelyn Partners Group Ltd
N/A—28,222-28,222-100%$6.1M———
Shaolin Capital Management LLC
N/A—27,738-27,738-100%$6.0M———
Claret Asset Management Corp
N/A—27,460-27,460-100%$5.9M———
Graybill Wealth Management, Ltd.
N/A—27,233-27,233-100%$5.9M———
Pure Financial Advisors, LLC
N/A—27,208-27,208-100%$5.9M———
Huntington National Bank
N/A—27,095-27,095-100%$5.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—26,940-26,940-100%$5.8M———
Capstone Investment Advisors, LLC
N/A—26,801-26,801-100%$5.8M———
Peapack Gladstone Financial Corp
N/A—26,530-26,530-100%$5.7M———
Gray Foundation
N/A—26,400-26,400-100%$5.7M———
Texas Yale Capital Corp.
N/A—26,274-26,274-100%$5.7M———
Coldstream Capital Management Inc
N/A—26,015-26,015-100%$5.6M———
Man Group plc
N/A—26,012-26,012-100%$5.6M———
Composition Wealth, LLC
N/A—25,897-25,897-100%$5.6M———
PFG Investments, LLC
N/A—25,510-25,510-100%$5.5M———
First American Trust, FSB
N/A—25,398-25,398-100%$5.5M———
Stratos Investment Management, LLC
N/A—25,384-25,384-100%$5.5M———
Kingsview Wealth Management, LLC
N/A—25,275-25,275-100%$5.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—25,274-25,274-100%$5.5M———
Rothschild Investment LLC
N/A—25,099-25,099-100%$5.4M———
Snowden Capital Advisors LLC
N/A—24,754-24,754-100%$5.4M———
Centaurus Financial, Inc.
N/A—24,642-24,642-100%$5.3M———
KP Management LLC
N/A—24,500-24,500-100%$5.3M———
Bleakley Financial Group, LLC
N/A—24,411-24,411-100%$5.3M———
Ossiam
N/A—24,274-24,274-100%$5.3M———
Aquatic Capital Management LLC
N/A—24,203-24,203-100%$5.2M———
Clark Capital Management Group, Inc.
N/A—23,844-23,844-100%$5.2M———
Mufg Securities Americas Inc.
N/A—23,743-23,743-100%$5.1M———
Kiley Juergens Wealth Management, LLC
N/A—23,722-23,722-100%$5.1M———
German American Bancorp, Inc.
N/A—23,526-23,526-100%$5.1M———
Brevan Howard Capital Management LP
N/A—23,066-23,066-100%$5.0M———
Argent Trust Co
N/A—23,056-23,056-100%$5.0M———
R.m.sincerbeaux Capital Management LLC
N/A—22,950-22,950-100%$5.0M———
Benjamin Edwards Inc
N/A—22,917-22,917-100%$5.0M———
Wealthspire Advisors, LLC
N/A—22,904-22,904-100%$5.0M———
Longfellow Investment Management Co LLC
N/A—22,861-22,861-100%$4.9M———
Morse Asset Management, Inc
N/A—22,605-22,605-100%$4.9M———
Focus Partners Advisor Solutions, LLC
N/A—22,528-22,528-100%$4.9M———
Needham Investment Management LLC
N/A—22,500-22,500-100%$4.9M———
Barbara Oil Co.
N/A—22,500-22,500-100%$4.9M———
Guggenheim Capital LLC
N/A—22,275-22,275-100%$4.8M———
Castlekeep Investment Advisors LLC
N/A—22,103-22,103-100%$4.8M———
Independent Advisor Alliance
N/A—22,007-22,007-100%$4.8M———
FAS Wealth Partners, Inc.
N/A—21,922-21,922-100%$4.7M———
Intech Investment Management LLC
N/A—21,823-21,823-100%$4.7M———
Insigneo Advisory Services, LLC
N/A—21,711-21,711-100%$4.7M———
Cresset Asset Management, LLC
N/A—21,619-21,619-100%$4.7M———
Hillman Capital Management, Inc.
N/A—21,574-21,574-100%$4.7M———
Rench Wealth Management, Inc.
N/A—21,511-21,511-100%$4.7M———
Point72 Asset Management, L.P.
N/A—21,500-21,500-100%$4.7M———
AE Wealth Management LLC
N/A—21,298-21,298-100%$4.6M———
Blue Edge Capital, LLC
N/A—21,250-21,250-100%$4.6M———
Summit Trail Advisors, LLC
N/A—21,123-21,123-100%$4.6M———
Paul R. Ried Financial Group, LLC
N/A—20,543-20,543-100%$4.4M———
Empirical Finance, LLC
N/A—20,464-20,464-100%$4.4M———
Advisors Capital Management, LLC
N/A—20,163-20,163-100%$4.4M———
Resolute Capital Asset Partners LLC
N/A—20,000-20,000-100%$4.3M———
Dark Forest Capital Management LP
N/A—19,977-19,977-100%$4.3M———
Apriem Advisors
N/A—19,832-19,832-100%$4.3M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—19,795-19,795-100%$4.3M———
North Star Asset Management Inc
N/A—19,534-19,534-100%$4.2M———
Owlhouse Capital LP
N/A—19,400-19,400-100%$4.2M———
Whittier Trust Co of Nevada Inc
N/A—19,132-19,132-100%$4.4M———
FIL Ltd
N/A—19,070-19,070-100%$4.1M———
TCW Group Inc
N/A—19,051-19,051-100%$4.1M———
Metis Global Partners, LLC
N/A—18,682-18,682-100%$4.0M———
Niles Investment Management, LLC
N/A—18,607-18,607-100%$4.0M———
D L Carlson Investment Group Inc
N/A—18,460-18,460-100%$4.0M———
NorthRock Partners, LLC
N/A—18,295-18,295-100%$4.0M———
Camarda Financial Advisors, LLC
N/A—18,149-18,149-100%$3.9M———
Rehmann Capital Advisory Group
N/A—17,496-17,496-100%$3.8M———
Horizon Investments, LLC
N/A—17,394-17,394-100%$3.8M———
Segall Bryant & Hamill, LLC
N/A—17,365-17,365-100%$3.8M———
Gladstone Institutional Advisory LLC
N/A—17,207-17,207-100%$3.7M———
Principal Securities, Inc.
N/A—17,178-17,178-100%$3.7M———
Caprock Group, LLC
N/A—17,173-17,173-100%$3.7M———
Henson-Edgewater Management, LLC
N/A—17,147-17,147-100%$4.0M———
Capital Analysts, LLC
N/A—16,856-16,856-100%$3.6M———
Berger Financial Group, Inc
N/A—16,743-16,743-100%$3.6M———
Hancock Whitney Corp
N/A—16,422-16,422-100%$3.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—16,355-16,355-100%$3.5M———
Mars Jewett Financial Group, Inc.
N/A—16,334-16,334-100%$3.5M———
WealthTrust Axiom LLC
N/A—16,142-16,142-100%$3.5M———
Harbour Investments, Inc.
N/A—16,072-16,072-100%$3.5M———
Unifi Asset Management LP
N/A—15,890-15,890-100%$3.4M———
Anchor Bay Capital, Inc.
N/A—15,875-15,875-100%$3.7M———
Silvercrest Asset Management Group LLC
N/A—15,628-15,628-100%$3.4M———
Foundations Investment Advisors, LLC
N/A—15,611-15,611-100%$3.4M———
Mosaic Family Wealth Partners, LLC
N/A—15,370-15,370-100%$3.3M———
Boothbay Fund Management, LLC
N/A—15,368-15,368-100%$3.3M———
LuminArx Capital Management LP
N/A—15,000-15,000-100%$1.0M———
Wellspring Financial Advisors, LLC
N/A—14,938-14,938-100%$3.2M———
Blackhawk Capital Partners, LLC
N/A—14,861-14,861-100%$3.2M———
Pingora Partners LLC
N/A—14,852-14,852-100%$3.2M———
Vestcor Inc
N/A—14,738-14,738-100%$3.2M———
Bridges Investment Management Inc
N/A—14,713-14,713-100%$3.2M———
Algert Global LLC
N/A—14,493-14,493-100%$3.1M———
Ausdal Financial Partners, Inc.
N/A—14,464-14,464-100%$3.1M———
Osmosis Investment Management UK Ltd
N/A—14,436-14,436-100%$3.1M———
Ceeto Capital Group, LLC
N/A—14,375-14,375-100%$3.1M———
Pinebridge Investments LLC
N/A—14,309-14,309-100%$3.1M———
Arete Wealth Advisors, LLC
N/A—14,300-14,300-100%$3.1M———
Alteri Wealth LLC
N/A—14,260-14,260-100%$3.1M———
Financial Gravity Companies, Inc.
N/A—14,241-14,241-100%$3.1M———
Venturi Wealth Management, LLC
N/A—13,919-13,919-100%$3.0M———
Heritage Trust Co
N/A—13,899-13,899-100%$3.0M———
Neo Ivy Capital Management
N/A—13,866-13,866-100%$3.0M———
EFG International AG
N/A—13,809-13,809-100%$3.0M———
Thoroughbred Financial Services, LLC
N/A—13,599-13,599-100%$2.9M———
Auxier Asset Management LLC
N/A—13,444-13,444-100%$2.9M———
Ameritas Investment Partners, Inc.
N/A—13,261-13,261-100%$2.9M———
Capital Group Investment Management Pte. Ltd.
N/A—13,210-13,210-100%$2.9M———
Bay Rivers Group
N/A—12,914-12,914-100%$2.8M———
World Investment Advisors
N/A—12,775-12,775-100%$2.6M———
WCG Wealth Advisors LLC
N/A—12,740-12,740-100%$2.8M———
Birmingham Capital Management Co Inc
N/A—12,731-12,731-100%$2.8M———
Invictus Private Wealth, LLC
N/A—12,668-12,668-100%$2.7M———
Sivia Capital Partners, LLC
N/A—12,600-12,600-100%$2.7M———
Beck Capital Management, LLC
N/A—12,595-12,595-100%$2.7M———
Elwood Capital Partners LP
N/A—12,500-12,500-100%$2.7M———
DCM Advisors, LLC
N/A—12,461-12,461-100%$2.7M———
Kovack Advisors, Inc.
N/A—12,418-12,418-100%$2.7M———
Meeder Advisory Services, Inc.
N/A—12,364-12,364-100%$2.7M———
Belpointe Asset Management LLC
N/A—11,905-11,905-100%$2.6M———
NorthCoast Asset Management LLC
N/A—11,805-11,805-100%$2.6M———
Icon Wealth Advisors, LLC
N/A—11,797-11,797-100%$2.6M———
Centiva Capital, LP
N/A—11,786-11,786-100%$2.6M———
Great Valley Advisor Group, Inc.
N/A—11,474-11,474-100%$2.5M———
Federated Hermes, Inc.
N/A—11,432-11,432-100%$2.5M———
Opal Capital LLC
N/A—11,374-11,374-100%$2.5M———
K.J. Harrison & Partners Inc
N/A—11,355-11,355-100%$2.5M———
Voleon Capital Management LP
N/A—11,247-11,247-100%$2.4M———
Tower Research Capital LLC (TRC)
N/A—11,038-11,038-100%$2.4M———
Western Wealth Management, LLC
N/A—11,034-11,034-100%$2.4M———
Evercore Wealth Management, LLC
N/A—10,955-10,955-100%$2.4M———
Legacy Financial Advisors, Inc.
N/A—10,610-10,610-100%$2.3M———
Estabrook Capital Management
N/A—10,578-10,578-100%$2.3M———
Pinnacle Holdings, LLC
N/A—10,566-10,566-100%$2.3M———
Pitti Group Wealth Management, LLC
N/A—10,402-10,402-100%$2.3M———
South Dakota Investment Council
N/A—10,269-10,269-100%$2.2M———
Anchor Investment Management, LLC
N/A—10,252-10,252-100%$2.2M———
Systematic Alpha Investments, LLC
N/A—10,038-10,038-100%$2.2M———
HighPoint Advisor Group LLC
N/A—9,977-9,977-100%$2.2M———
Savvy Advisors, Inc.
N/A—9,959-9,959-100%$2.2M———
Syon Capital LLC
N/A—9,546-9,546-100%$2.1M———
Ategra Capital Management, LLC
N/A—9,500-9,500-100%$2.1M———
White Pine Capital LLC
N/A—9,450-9,450-100%$2.0M———
Coastal Bridge Advisors, LLC
N/A—9,434-9,434-100%$2.0M———
Oxford Asset Management LLP
N/A—9,403-9,403-100%$2.0M———
J. Goldman & Co LP
N/A—9,350-9,350-100%$2.0M———
Twin Tree Management, LP
N/A—9,342-9,342-100%$2.0M———
Dorsey & Whitney Trust Co LLC
N/A—9,280-9,280-100%$2.0M———
Stratos Wealth Advisors, LLC
N/A—9,258-9,258-100%$2.0M———
Inceptionr LLC
N/A—9,253-9,253-100%$2.0M———
Rowlandmiller & Partners.adv
N/A—9,157-9,157-100%$2.0M———
Pine Valley Investments Ltd Liability Co
N/A—9,153-9,153-100%$2.0M———
Freestone Capital Holdings, LLC
N/A—9,091-9,091-100%$2.0M———
V. M. Manning & Co., Inc.
N/A—9,038-9,038-100%$2.0M———
Jaffetilchin Investment Partners, LLC
N/A—9,019-9,019-100%$2.0M———
Mmbg Investment Advisors Co.
N/A—9,005-9,005-100%$1.9M———
Shay Capital LLC
N/A—9,000-9,000-100%$1.9M———
Morningstar Investment Management LLC
N/A—8,872-8,872-100%$1.8M———
Ballentine Partners, LLC
N/A—8,820-8,820-100%$1.9M———
Geneos Wealth Management Inc.
N/A—8,818-8,818-100%$1.9M———
Objectivity Squared, LLC
N/A—8,817-8,817-100%$1.9M———
Rathbones Group PLC
N/A—8,750-8,750-100%$1.9M———
Delta Global Management LP
N/A—8,720-8,720-100%$1.9M———
AssuredPartners Investment Advisors, LLC
N/A—8,632-8,632-100%$1.9M———
Beaton Management Co. Inc.
N/A—8,584-8,584-100%$1.9M———
Bartlett & Co. Wealth Management LLC
N/A—8,568-8,568-100%$1.9M———
V2 Financial group LLC
N/A—8,539-8,539-100%$1.8M———
Twin Lakes Capital Management, LLC
N/A—8,436-8,436-100%$1.8M———
W1m Asset Management Ltd
N/A—8,395-8,395-100%$1.8M———
Buckley Wealth Management, LLC
N/A—8,335-8,335-100%$1.8M———
1ST Source Bank
N/A—8,319-8,319-100%$1.8M———
Chatterton & Associates Inc.
N/A—8,300-8,300-100%$1.9M———
Phil A. Younker & Associates, Ltd.
N/A—7,986-7,986-100%$1.7M———
HM Payson & Co
N/A—7,887-7,887-100%$1.7M———
Simmons Bank
N/A—7,821-7,821-100%$1.7M———
Cullen Capital Management, LLC
N/A—7,818-7,818-100%$1.7M———
Pallas Capital Advisors LLC
N/A—7,815-7,815-100%$1.7M———
Virtus Investment Advisers, LLC
N/A—7,791-7,791-100%$1.7M———
Hutchinson Capital Management
N/A—7,751-7,751-100%$1.7M———
FWG Holdings, LLC
N/A—7,737-7,737-100%$1.6M———
Smartleaf Asset Management LLC
N/A—7,726-7,726-100%$1.7M———
Aureus Asset Management, LLC
N/A—7,704-7,704-100%$1.7M———
Holderness Investments Co
N/A—7,682-7,682-100%$1.7M———
CreativeOne Wealth, LLC
N/A—7,662-7,662-100%$1.7M———
DV Trading LLC
N/A—7,655-7,655-100%$1.7M———
Adalta Capital Management LLC
N/A—7,550-7,550-100%$1.6M———
Hills Bank & Trust Co
N/A—7,495-7,495-100%$1.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—7,468-7,468-100%$1.6M———
NCP Inc.
N/A—7,400-7,400-100%$1.6M———
Gotham Asset Management, LLC
N/A—7,385-7,385-100%$1.6M———
Bridgewater Advisors Inc.
N/A—7,353-7,353-100%$1.7M———
Coastwise Capital Group, LLC
N/A—7,334-7,334-100%$1.6M———
Fiduciary Trust Co
N/A—7,173-7,173-100%$1.6M———
Advyzon Investment Management, LLC
N/A—7,138-7,138-100%$1.5M———
New Age Alpha Advisors, LLC
N/A—7,084-7,084-100%$1.5M———
Essex Financial Services, Inc.
N/A—7,006-7,006-100%$1.5M———
RiverFront Investment Group, LLC
N/A—7,003-7,003-100%$1.5M———
Wilmar Advisors LLC
N/A—7,000-7,000-100%$1.5M———
Pettyjohn, Wood & White, Inc
N/A—6,934-6,934-100%$1.5M———
BFC Planning, Inc.
N/A—6,910-6,910-100%$1.5M———
Secured Retirement Advisors, LLC
N/A—6,894-6,894-100%$1.5M———
Whalerock Point Partners, LLC
N/A—6,713-6,713-100%$1.5M———
Moore Capital Management, LP
N/A—6,626-6,626-100%$1.4M———
Evolve Private Wealth, LLC
N/A—6,597-6,597-100%$1.4M———
Choate Investment Advisors
N/A—6,597-6,597-100%$1.4M———
Waddell & Associates, LLC
N/A—6,526-6,526-100%$1.4M———
Fortress Private Ledger, LLC
N/A—6,495-6,495-100%$1.4M———
Aspire Capital Advisors LLC
N/A—6,490-6,490-100%$1.4M———
NewEdge Wealth, LLC
N/A—6,423-6,423-100%$1.4M———
Chesapeake Asset Management LLC
N/A—6,220-6,220-100%$1.4M———
Havemeyer Place LP
N/A—6,132-6,132-100%$1.3M———
Wayfinding Financial, LLC
N/A—6,059-6,059-100%$1.3M———
Fortis Capital Advisors, LLC
N/A—6,057-6,057-100%$1.3M———
Sky-Mountain Capital Management, Inc.
N/A—6,025-6,025-100%$1.3M———
Xcelsior Advisor Partners LLC
N/A—5,983-5,983-100%$1.3M———
Oxford Financial Group, Ltd. LLC
N/A—5,982-5,982-100%$1.3M———
Van Hulzen Asset Management, LLC
N/A—5,971-5,971-100%$1.3M———
Novak & Powell Financial Services, Inc.
N/A—5,913-5,913-100%$1.3M———
Fortis Capital Management LLC
N/A—5,890-5,890-100%$1.3M———
Dakota Wealth Management
N/A—5,872-5,872-100%$1.3M———
BBR Partners, LLC
N/A—5,674-5,674-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—5,657-5,657-100%$1.2M———
Lifeworks Advisors, LLC
N/A—5,640-5,640-100%$1.2M———
Goldstone Financial Group, LLC
N/A—5,639-5,639-100%$1.2M———
Kidder Stephen W
N/A—5,600-5,600-100%$1.2M———
Two Sigma Securities, LLC
N/A—5,516-5,516-100%$1.2M———
Wulff, Hansen & Co.
N/A—5,450-5,450-100%$1.2M———
Intrust Bank NA
N/A—5,392-5,392-100%$1.2M———
Fidelis Capital Partners, LLC
N/A—5,346-5,346-100%$1.2M———
Checchi Capital Advisers, LLC
N/A—5,278-5,278-100%$1.1M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—5,257-5,257-100%$1.1M———
LaSalle St. Investment Advisors, LLC
N/A—5,165-5,165-100%$1.1M———
Aft, Forsyth & Sober, LLC
N/A—5,150-5,150-100%$1.0M———
SouthState Bank Corp
N/A—5,113-5,113-100%$1.1M———
Naviter Wealth, LLC
N/A—5,062-5,062-100%$1.1M———
Viawealth, LLC
N/A—5,040-5,040-100%$1.1M———
Bridgewater Associates, LP
N/A—4,995-4,995-100%$1.1M———
Hexagon Capital Partners LLC
N/A—4,988-4,988-100%$1.1M———
Transcend Capital Advisors, LLC
N/A—4,964-4,964-100%$1.1M———
First Foundation Advisors
N/A—4,961-4,961-100%$1.1M———
Elkhorn Partners Limited Partnership
N/A—4,900-4,900-100%$1.1M———
Chase Investment Counsel Corp
N/A—4,885-4,885-100%$1.1M———
Baldwin Investment Management, LLC
N/A—4,880-4,880-100%$1.1M———
Frec Markets, Inc.
N/A—4,859-4,859-100%$1.1M———
CIM Investment Management Inc
N/A—4,854-4,854-100%$1.1M———
Bull Harbor Capital LLC
N/A—4,839-4,839-100%$1.0M———
Mission Creek Capital Partners, Inc.
N/A—4,755-4,755-100%$435.3K———
Guardian Wealth Advisors, LLC / NC
N/A—4,726-4,726-100%$1.0M———
Mayflower Financial Advisors, LLC
N/A—4,675-4,675-100%$1.0M———
Douglass Winthrop Advisors, LLC
N/A—4,672-4,672-100%$1.0M———
Hilltop Holdings Inc.
N/A—4,658-4,658-100%$1.0M———
Silver OAK Securities, Incorporated
N/A—4,647-4,647-100%$1.0M———
Aventura Private Wealth, LLC
N/A—4,642-4,642-100%$1.0M———
Pinnacle West Asset Management, Inc.
N/A—4,640-4,640-100%$1.0M———
Safeguard Investment Advisory Group, LLC
N/A—4,624-4,624-100%$1.0M———
Curi Capital, LLC
N/A—4,610-4,610-100%$998.0K———
OneAscent Financial Services LLC
N/A—4,585-4,585-100%$992.6K———
Tandem Wealth Advisors LLC
N/A—4,582-4,582-100%$991.9K———
Investment Advisory Services Group LLC
N/A—4,530-4,530-100%$980.6K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—4,506-4,506-100%$975.4K———
Hantz Financial Services, Inc.
N/A—4,491-4,491-100%$972.0K———
Fiduciary Group, LLC
N/A—4,400-4,400-100%$952.5K———
Diamant Asset Management, Inc.
N/A—4,383-4,383-100%$948.8K———
Perennial Investment Advisors, LLC
N/A—4,383-4,383-100%$948.5K———
Lbmc Investment Advisors, LLC
N/A—4,365-4,365-100%$944.9K———
Tyche Wealth Partners LLC
N/A—4,352-4,352-100%$942.1K———
SIG Brokerage, LP
N/A—4,343-4,343-100%$940.1K———
Oversea-Chinese Banking Corp Ltd
N/A—4,326-4,326-100%$939.8K———
Pitcairn Wealth Advisors LLC
N/A—4,301-4,301-100%$931.0K———
Cambria Investment Management, L.P.
N/A—4,273-4,273-100%$925.0K———
Widmann Financial Services, Inc.
N/A—4,271-4,271-100%$924.5K———
Tocqueville Asset Management L.P.
N/A—4,270-4,270-100%$924.3K———
Strait & Sound Wealth Management LLC
N/A—4,269-4,269-100%$924.1K———
Panagora Asset Management Inc
N/A—4,231-4,231-100%$915.9K———
Brasada Capital Management, LP
N/A—4,187-4,187-100%$906.4K———
FourThought Financial Partners, LLC
N/A—4,128-4,128-100%$893.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,128-4,128-100%$893.7K———
Integrated Investment Consultants, LLC
N/A—4,125-4,125-100%$892.9K———
Sfmg, LLC
N/A—4,125-4,125-100%$892.9K———
Becker Capital Management Inc
N/A—4,120-4,120-100%$892.0K———
Ancora Advisors LLCA
N/A—4,112-4,112-100%$890.1K———
Kintra Wealth, LLC
N/A—4,104-4,104-100%$945.2K———
Stonebridge Capital Management Inc
N/A—4,100-4,100-100%$887.5K———
Destination Wealth Management
N/A—4,087-4,087-100%$884.7K———
Cladis Investment Advisory, LLC
N/A—4,075-4,075-100%$882.1K———
Everpar Advisors LLC
N/A—4,034-4,034-100%$873.1K———
Granite Bay Wealth Management, LLC
N/A—4,025-4,025-100%$871.0K———
Permanent Capital Management, LP
N/A—4,021-4,021-100%$870.4K———
Black Swift Group, LLC
N/A—4,000-4,000-100%$865.9K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—3,958-3,958-100%$856.8K———
NCM Capital Management, LLC
N/A—3,884-3,884-100%$840.9K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,877-3,877-100%$839.2K———
Members Trust Co
N/A—3,838-3,838-100%$830.8K———
GTS Securities LLC
N/A—3,833-3,833-100%$829.7K———
Qsemble Capital Management, LP
N/A—3,802-3,802-100%$823.0K———
Gabelli & Co Investment Advisers, Inc.
N/A—3,800-3,800-100%$822.6K———
Per Stirling Capital Management, Llc.
N/A—3,798-3,798-100%$822.2K———
DeepCurrents Investment Group LLC
N/A—3,791-3,791-100%$820.6K———
Weik Capital Management
N/A—3,779-3,779-100%$818.0K———
River Wealth Advisors LLC
N/A—3,775-3,775-100%$817.3K———
Waterloo Capital, L.P.
N/A—3,769-3,769-100%$815.9K———
Westmount Partners, LLC
N/A—3,763-3,763-100%$814.6K———
Financial Plan, Inc.
N/A—3,726-3,726-100%$806.6K———
Fairbanks Capital Management, Inc.
N/A—3,724-3,724-100%$806.1K———
FOX RUN Management, L.L.C.
N/A—3,707-3,707-100%$802.5K———
L & S Advisors Inc
N/A—3,705-3,705-100%$802.0K———
Pointe Capital Management LLC
N/A—3,676-3,676-100%$795.7K———
Mayport, LLC
N/A—3,666-3,666-100%$793.6K———
Hayek Kallen Investment Management
N/A—3,650-3,650-100%$790.0K———
Impact Partnership Wealth, LLC
N/A—3,646-3,646-100%$789.3K———
Roundview Capital LLC
N/A—3,640-3,640-100%$788.0K———
Sittner & Nelson, LLC
N/A—3,610-3,610-100%$781.5K———
Caldwell Sutter Capital, Inc.
N/A—3,603-3,603-100%$779.9K———
Custos Family Office, LLC
N/A—3,577-3,577-100%$774.3K———
Capital Markets Trading UK LLP
N/A—3,553-3,553-100%$769.0K———
Headinvest, LLC
N/A—3,511-3,511-100%$760.0K———
Glen Eagle Advisors, LLC
N/A—3,507-3,507-100%$759.2K———
Water Island Capital LLC
N/A—3,500-3,500-100%$757.6K———
Keel Point, LLC
N/A—3,493-3,493-100%$756.1K———
Quest Investment Management LLC
N/A—3,489-3,489-100%$755.3K———
Performance Wealth Partners, LLC
N/A—3,481-3,481-100%$753.5K———
Seeds Investor LLC
N/A—3,437-3,437-100%$743.9K———
Stonebrook Private Inc.
N/A—3,417-3,417-100%$739.7K———
Prosperity Consulting Group, LLC
N/A—3,353-3,353-100%$725.8K———
Texas Capital Bank Wealth Management Services Inc
N/A—3,311-3,311-100%$716.7K———
Beto Financial Group, LLC
N/A—3,273-3,273-100%$685.6K———
Zhang Financial LLC
N/A—3,260-3,260-100%$705.7K———
Defiance ETFs, LLC
N/A—3,255-3,255-100%$711.5K———
Wealth Management Associates, Inc.
N/A—3,250-3,250-100%$703.5K———
Abbot Financial Management, Inc.
N/A—3,191-3,191-100%$690.8K———
Crewe Advisors LLC
N/A—3,175-3,175-100%$687.3K———
Claris Advisors, LLC / MO /
N/A—3,174-3,174-100%$687.1K———
Trivium Point Advisory, LLC
N/A—3,168-3,168-100%$685.8K———
Bragg Financial Advisors, Inc
N/A—3,156-3,156-100%$683.2K———
Meiji Yasuda Asset Management Co Ltd.
N/A—3,132-3,132-100%$678.0K———
Pasadena Private Wealth, LLC
N/A—3,126-3,126-100%$676.7K———
Proficio Capital Partners LLC
N/A—3,121-3,121-100%$675.6K———
First National Bank of Omaha
N/A—3,089-3,089-100%$663.2K———
Intrinsic Value Partners, LLC
N/A—3,086-3,086-100%$668.0K———
Harvest Fund Management Co., Ltd
N/A—3,082-3,082-100%$667.0K———
Regal Investment Advisors LLC
N/A—3,072-3,072-100%$665.1K———
Optas, LLC
N/A—3,072-3,072-100%$665.0K———
AlTi Global, Inc.
N/A—3,061-3,061-100%$662.6K———
Alexander Labrunerie & Co., Inc.
N/A—3,027-3,027-100%$655.2K———
Accent Capital Management, LLC
N/A—3,022-3,022-100%$654.2K———
Davis R M Inc
N/A—3,016-3,016-100%$652.9K———
Allred Capital Management, LLC
N/A—3,014-3,014-100%$652.3K———
Ratan Capital Management LP
N/A—3,000-3,000-100%$649.4K———
Acorns Advisers, LLC
N/A—2,995-2,995-100%$648.0K———
Townsquare Capital LLC
N/A—2,991-2,991-100%$647.5K———
one8zero8, LLC
N/A—2,969-2,969-100%$642.7K———
Thomasville National Bank
N/A—2,934-2,934-100%$635.1K———
Aspen Wealth Strategies, LLC
N/A—2,930-2,930-100%$634.3K———
E Fund Management Co., Ltd.
N/A—2,916-2,916-100%$631.2K———
Dearborn Partners LLC
N/A—2,911-2,911-100%$630.2K———
BCS Private Wealth Management, Inc.
N/A—2,907-2,907-100%$629.3K———
Quotient Wealth Partners, LLC
N/A—2,889-2,889-100%$625.4K———
SageView Advisory Group, LLC
N/A—2,861-2,861-100%$619.4K———
Stock Yards Bank & Trust Co
N/A—2,843-2,843-100%$615.4K———
WNY Asset Management, LLC
N/A—2,817-2,817-100%$609.8K———
Hudson Value Partners, LLC
N/A—2,810-2,810-100%$608.3K———
Menora Mivtachim Holdings Ltd.
N/A—2,800-2,800-100%$606.1K———
Mattson Financial Services, LLC
N/A—2,776-2,776-100%$595.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—2,756-2,756-100%$596.6K———
Concentric Capital Strategies, LP
N/A—2,731-2,731-100%$591.2K———
Continuum Advisory, LLC
N/A—2,722-2,722-100%$589.3K———
Jackson Thornton Wealth Management, LLC
N/A—2,717-2,717-100%$588.2K———
West Family Investments, Inc.
N/A—2,679-2,679-100%$579.9K———
CMT Capital Markets Trading GmbH
N/A—2,666-2,666-100%$577.0K———
Drive Wealth Management, LLC
N/A—2,662-2,662-100%$576.3K———
Wealthgarden F.S. LLC
N/A—2,653-2,653-100%$574.3K———
Mairs & Power Inc
N/A—2,650-2,650-100%$573.6K———
Rothschild Wealth LLC
N/A—2,638-2,638-100%$571.0K———
Hardman Johnston Global Advisors LLC
N/A—2,625-2,625-100%$568.2K———
Garden State Investment Advisory Services LLC
N/A—2,624-2,624-100%$568.1K———
Wallace Advisory Group, LLC
N/A—2,601-2,601-100%$563.0K———
Keynote Financial Services LLC
N/A—2,573-2,573-100%$557.0K———
Chesapeake Capital Corp
N/A—2,569-2,569-100%$556.1K———
Riverview Capital Advisers, LLC
N/A—2,553-2,553-100%$552.6K———
Founders Financial Alliance, LLC
N/A—2,531-2,531-100%$548.0K———
Groupama Asset Managment
N/A—2,515-2,515-100%$539.9K———
Bramshill Investments, LLC
N/A—2,500-2,500-100%$541.2K———
Aristotle Atlantic Partners, LLC
N/A—2,500-2,500-100%$541.2K———
Magnolia Capital Advisors LLC
N/A—2,463-2,463-100%$533.2K———
Addison Capital Co
N/A—2,461-2,461-100%$532.7K———
Chaney Capital Management, Inc.
N/A—2,452-2,452-100%$530.8K———
Brookwood Investment Group LLC
N/A—2,447-2,447-100%$529.7K———
MidFirst Bank
N/A—2,444-2,444-100%$529.1K———
Smith, Moore & Co.
N/A—2,437-2,437-100%$527.5K———
IFS Group,LLC
N/A—2,435-2,435-100%$527.1K———
Chancellor Financial Group WB LP
N/A—2,431-2,431-100%$526.2K———
Fukoku Mutual Life Insurance Co
N/A—2,431-2,431-100%$526.2K———
Caerus Investment Advisors, LLC
N/A—2,421-2,421-100%$524.1K———
Rollins Financial Advisors, LLC
N/A—2,418-2,418-100%$523.5K———
Alphadyne Asset Management LP
N/A—2,412-2,412-100%$522.1K———
Private Wealth Asset Management, LLC
N/A—2,406-2,406-100%$520.8K———
WealthCollab, LLC
N/A—2,406-2,406-100%$520.8K———
Purpose Unlimited Inc.
N/A—2,402-2,402-100%$519.8K———
Cvfg LLC
N/A—2,381-2,381-100%$515.4K———
Donaldson Capital Management, LLC
N/A—2,379-2,379-100%$515.0K———
49 Wealth Management, LLC
N/A—2,358-2,358-100%$510.5K———
Alongside, LLC
N/A—2,358-2,358-100%$510.5K———
Pgim Custom Harvest LLC
N/A—2,325-2,325-100%$503.3K———
Athena Investment Management
N/A—2,310-2,310-100%$500.0K———
Patron Partners, LLC
N/A—2,306-2,306-100%$499.2K———
Madison Asset Management, LLC
N/A—2,290-2,290-100%$495.7K———
Bulltick Wealth Management, LLC
N/A—2,285-2,285-100%$494.6K———
Sagewood Asset Management LP
N/A—2,277-2,277-100%$492.9K———
Polymer Capital Management (US) LLC
N/A—2,267-2,267-100%$490.7K———
Strategies Wealth Advisors, LLC
N/A—2,234-2,234-100%$483.7K———
Olde Wealth Management, LLC
N/A—2,224-2,224-100%$481.0K———
Dougherty & Associates, LLC
N/A—2,199-2,199-100%$476.0K———
Orion Capital Management LLC
N/A—2,183-2,183-100%$472.6K———
DF Dent & Co Inc
N/A—2,178-2,178-100%$471.5K———
Trinity Legacy Partners, LLC
N/A—2,173-2,173-100%$465.8K———
Ingalls & Snyder LLC
N/A—2,173-2,173-100%$470.0K———
Paragon Capital Management LLC
N/A—2,165-2,165-100%$468.7K———
Roberts Glore & Co Inc
N/A—2,163-2,163-100%$468.2K———
S Harris Financial Group, LLC
N/A—2,160-2,160-100%$467.6K———
Cofg Advisors, LLC
N/A—2,154-2,154-100%$466.3K———
Cyber Hornet ETFs LLC
N/A—2,150-2,150-100%$465.4K———
Wealthspire Retirement, LLC
N/A—2,147-2,147-100%$464.8K———
Paces Ferry Wealth Advisors, LLC
N/A—2,144-2,144-100%$464.1K———
Peak Asset Management, LLC
N/A—2,139-2,139-100%$463.0K———
Osborne Partners Capital Management, LLC
N/A—2,125-2,125-100%$460.0K———
Wrapmanager Inc
N/A—2,121-2,121-100%$459.1K———
Earnest Partners LLC
N/A—2,093-2,093-100%$453.1K———
SlateStone Wealth, LLC
N/A—2,079-2,079-100%$450.0K———
Leavell Investment Management, Inc.
N/A—2,066-2,066-100%$447.2K———
Baltimore-Washington Financial Advisors, Inc.
N/A—2,060-2,060-100%$445.9K———
Alesco Advisors, LLC, An ESL Co
N/A—2,058-2,058-100%$445.5K———
Quarry LP
N/A—2,047-2,047-100%$443.1K———
GWN Securities Inc.
N/A—2,042-2,042-100%$442.1K———
Flputnam Investment Management Co
N/A—2,036-2,036-100%$440.8K———
Van Eck Associates Corp
N/A—2,035-2,035-100%$440.5K———
F/m Investments LLC
N/A—2,034-2,034-100%$440.3K———
Napier Financial, LLC
N/A—2,032-2,032-100%$439.9K———
GeoWealth Management, LLC
N/A—2,029-2,029-100%$439.2K———
SHP Wealth Management
N/A—2,015-2,015-100%$436.2K———
PSI Advisors, LLC
N/A—2,011-2,011-100%$435.3K———
Palisades Hudson Asset Management, L.P.
N/A—2,005-2,005-100%$434.0K———
Shufro Rose & Co LLC
N/A—2,000-2,000-100%$432.9K———
LM Advisors LLC
N/A—1,994-1,994-100%$431.0K———
Core Alternative Capital
N/A—1,975-1,975-100%$427.5K———
Byrne Financial Freedom, LLC
N/A—1,964-1,964-100%$425.1K———
Maripau Wealth Management LLC
N/A—1,961-1,961-100%$424.9K———
MJP Associates Inc
N/A—1,945-1,945-100%$421.0K———
Lcnb Corp
N/A—1,944-1,944-100%$420.8K———
Legacy Capital Group California, Inc.
N/A—1,921-1,921-100%$415.8K———
Spartan Wealth Advisory Services LLC
N/A—1,920-1,920-100%$415.6K———
TRB Wealth Management, LLC
N/A—1,909-1,909-100%$413.2K———
Orion Investment Co
N/A—1,904-1,904-100%$412.2K———
Basecamp Wealth Advisors LLC
N/A—1,889-1,889-100%$408.9K———
IFG Advisory, LLC
N/A—1,883-1,883-100%$407.5K———
Howe & Rusling Inc
N/A—1,867-1,867-100%$404.2K———
Ironwood Investment Counsel, LLC
N/A—1,859-1,859-100%$402.4K———
IMA Advisory Services, Inc.
N/A—1,856-1,856-100%$401.8K———
Paragon Financial Partners, Inc.
N/A—1,850-1,850-100%$399.9K———
Liberty Wealth Management LLC
N/A—1,848-1,848-100%$367.8K———
Weiss Asset Management LP
N/A—1,843-1,843-100%$399.0K———
Foresight Global Investors, Inc.
N/A—1,838-1,838-100%$397.9K———
American Financial Advisors, LLC
N/A—1,834-1,834-100%$396.9K———
Berkeley Capital Partners, LLC
N/A—1,813-1,813-100%$392.5K———
Southeast Asset Advisors, LLC
N/A—1,802-1,802-100%$390.1K———
Westpac Banking Corp
N/A—1,801-1,801-100%$389.9K———
Harvest Management LLC
N/A—1,800-1,800-100%$389.6K———
S&CO Inc
N/A—1,790-1,790-100%$387.0K———
Advance Capital Management, Inc.
N/A—1,785-1,785-100%$386.4K———
Fora Capital, LLC
N/A—1,779-1,779-100%$385.2K———
RNC Capital Management LLC
N/A—1,776-1,776-100%$384.4K———
Corsicana & Co.
N/A—1,767-1,767-100%$382.5K———
Ironwood Investment Management LLC
N/A—1,764-1,764-100%$381.9K———
Tradition Wealth Management, LLC
N/A—1,756-1,756-100%$380.1K———
Hurricane Capital Advisors LLC
N/A—1,750-1,750-100%$378.8K———
PIN OAK Investment Advisors Inc
N/A—1,745-1,745-100%$378.0K———
Himension Capital (Singapore) Pte. Ltd.
N/A—1,738-1,738-100%$376.2K———
Cape COD Five Cents Savings Bank
N/A—1,724-1,724-100%$373.2K———
Beacon Bridge Wealth Partners, LLC
N/A—1,723-1,723-100%$373.0K———
Oxbow Advisors, LLC
N/A—1,715-1,715-100%$371.2K———
Cheviot Value Management, LLC
N/A—1,711-1,711-100%$370.4K———
ST Germain D J Co Inc
N/A—1,711-1,711-100%$370.4K———
Emerald Mutual Fund Advisers Trust
N/A—1,709-1,709-100%$369.9K———
Cary Street Partners Investment Advisory LLC
N/A—1,696-1,696-100%$367.1K———
Bogart Wealth, LLC
N/A—1,692-1,692-100%$366.3K———
Financial Advisors Network, Inc.
N/A—1,687-1,687-100%$365.2K———
Spirepoint Private Client, LLC
N/A—1,682-1,682-100%$364.1K———
Capstone Financial Advisors, Inc.
N/A—1,671-1,671-100%$361.7K———
Chelsea Counsel Co
N/A—1,660-1,660-100%$359.3K———
SageGuard Financial Group, LLC
N/A—1,659-1,659-100%$359.1K———
LRI Investments, LLC
N/A—1,656-1,656-100%$358.5K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,655-1,655-100%$358.0K———
Z3 Capital Partners, LLC
N/A—1,655-1,655-100%$358.3K———
Prosperity Bancshares Inc
N/A—1,650-1,650-100%$357.2K———
CFO4Life Group, LLC
N/A—1,648-1,648-100%$356.7K———
Cascade Financial Partners, LLC
N/A—1,644-1,644-100%$356.0K———
PCM Encore, LLC
N/A—1,644-1,644-100%$355.9K———
Consultiva Wealth Management, Corp.
N/A—1,635-1,635-100%$353.9K———
Keebeck Wealth Management
N/A—1,621-1,621-100%$350.9K———
Sovereign Financial Group, Inc.
N/A—1,621-1,621-100%$350.9K———
Meridian Wealth Partners, LLC
N/A—1,605-1,605-100%$347.4K———
New Republic Capital, LLC
N/A—1,593-1,593-100%$344.9K———
Audent Global Asset Management, LLC
N/A—1,592-1,592-100%$344.6K———
Range Advisory, LLC
N/A—1,584-1,584-100%$342.9K———
Meadowbrook Advisors Group, LLC
N/A—1,583-1,583-100%$342.7K———
Compton Financial Group, LLC
N/A—1,575-1,575-100%$340.9K———
Atlas Legacy Advisors, LLC
N/A—1,570-1,570-100%$356.5K———
Vines Capital Management, LLC
N/A—1,567-1,567-100%$339.2K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1,536-1,536-100%$332.5K———
Sterneck Capital Management, LLC
N/A—1,530-1,530-100%$331.2K———
Tiaa Trust, National Association
N/A—1,527-1,527-100%$330.6K———
Aimz Investment Advisors, LLC
N/A—1,527-1,527-100%$330.6K———
Storgate, LLC
N/A—1,526-1,526-100%$330.3K———
Calton & Associates, Inc.
N/A—1,518-1,518-100%$328.7K———
Sound View Wealth Advisors Group, LLC
N/A—1,516-1,516-100%$328.2K———
Optimize Financial Inc.
N/A—1,515-1,515-100%$328.0K———
Sound Capital Solutions LLC
N/A—1,515-1,515-100%$328.0K———
LeClair Wealth Partners LLC
N/A—1,512-1,512-100%$327.4K———
Spinnaker Trust
N/A—1,509-1,509-100%$326.7K———
Fayez Sarofim & Co
N/A—1,508-1,508-100%$326.4K———
Integrity Financial Corp
N/A—1,506-1,506-100%$326.0K———
Innovative Asset Advisors Group, LLC
N/A—1,504-1,504-100%$325.6K———
Pettee Investors, Inc.
N/A—1,500-1,500-100%$324.7K———
All Terrain Financial Advisors, LLC
N/A—1,500-1,500-100%$324.7K———
WealthShield Partners, LLC
N/A—1,494-1,494-100%$323.4K———
Strategic Wealth Partners, Ltd.
N/A—1,487-1,487-100%$321.9K———
McMillan Office, Inc.
N/A—1,476-1,476-100%$319.5K———
Main Street Financial Solutions, LLC
N/A—1,462-1,462-100%$316.5K———
Capital Financial Group Inc\co\
N/A—1,460-1,460-100%$316.0K———
Manhattan West Asset Management, LLC
N/A—1,459-1,459-100%$315.8K———
SSI Investment Management LLC
N/A—1,458-1,458-100%$315.6K———
Red Door Wealth Management, LLC
N/A—1,456-1,456-100%$315.2K———
44 Wealth Management LLC
N/A—1,454-1,454-100%$314.7K———
Kapstone Financial Advisors LLC
N/A—1,447-1,447-100%$313.2K———
Presidio Capital Management, LLC
N/A—1,441-1,441-100%$311.9K———
Ameriflex Group, Inc.
N/A—1,438-1,438-100%$311.3K———
HC Advisors, LLC
N/A—1,425-1,425-100%$308.5K———
Keating Financial Advisory Services, Inc.
N/A—1,421-1,421-100%$307.6K———
RB Capital Management, LLC
N/A—1,411-1,411-100%$305.4K———
Torrey-Payne Wealth Management, LLC
N/A—1,410-1,410-100%$305.2K———
EWA, LLC
N/A—1,404-1,404-100%$303.8K———
Delta Accumulation, LLC
N/A—1,400-1,400-100%$303.1K———
PeakShares LLC
N/A—1,400-1,400-100%$303.1K———
Horizon Bancorp Inc
N/A—1,397-1,397-100%$302.0K———
Arrowroot Family Office, LLC
N/A—1,393-1,393-100%$301.5K———
Entelevest, LLC
N/A—1,380-1,380-100%$298.7K———
AlphaGrep UK Ltd
N/A—1,368-1,368-100%$296.1K———
Invst, LLC
N/A—1,365-1,365-100%$295.5K———
NorthStar Asset Management LLC
N/A—1,357-1,357-100%$293.8K———
King Wealth Management Group
N/A—1,356-1,356-100%$294.0K———
Kera Capital Partners, Inc.
N/A—1,356-1,356-100%$293.5K———
SOA Wealth Advisors, Llc.
N/A—1,353-1,353-100%$292.9K———
Cambient Family Office, LLC
N/A—1,349-1,349-100%$292.0K———
Tudor Financial Inc.
N/A—1,336-1,336-100%$289.2K———
Bank OZK
N/A—1,320-1,320-100%$285.7K———
Dash Acquisitions Inc.
N/A—1,311-1,311-100%$303.1K———
Schulhoff & Co Inc
N/A—1,310-1,310-100%$283.6K———
Bollard Group LLC
N/A—1,310-1,310-100%$284.0K———
Barnes Pettey Financial Advisors, LLC
N/A—1,307-1,307-100%$282.9K———
Timbuktu Capital Management, LLC
N/A—1,303-1,303-100%$282.1K———
S&T Bank
N/A—1,298-1,298-100%$281.0K———
Boston Family Office LLC
N/A—1,285-1,285-100%$278.0K———
M3 Advisory Group, LLC
N/A—1,274-1,274-100%$275.8K———
Marco Investment Management LLC
N/A—1,268-1,268-100%$274.5K———
City National Bank of Florida
N/A—1,264-1,264-100%$273.6K———
Garrison Point Advisors, LLC
N/A—1,260-1,260-100%$272.8K———
Leigh Baldwin & Co., LLC
N/A—1,256-1,256-100%$271.9K———
Kensington Investment Counsel, LLC
N/A—1,255-1,255-100%$271.7K———
Summit Wealth Partners, LLC
N/A—1,254-1,254-100%$271.5K———
Argent Advisors, Inc.
N/A—1,253-1,253-100%$271.2K———
WFA of San Diego, LLC
N/A—1,245-1,245-100%$286.8K———
CVA Family Office, LLC
N/A—1,242-1,242-100%$268.9K———
Crabel Capital Management, LLC
N/A—1,240-1,240-100%$268.4K———
US Asset Management LLC
N/A—1,230-1,230-100%$266.3K———
Quent Capital, LLC
N/A—1,224-1,224-100%$265.0K———
Stonebridge Financial Group, LLC / MO
N/A—1,217-1,217-100%$263.4K———
Campbell Deegan Wealth Management, LLC
N/A—1,216-1,216-100%$263.2K———
Landing Point Financial Group, LLC
N/A—1,215-1,215-100%$263.0K———
Knightsbridge Asset Management, LLC
N/A—1,213-1,213-100%$262.6K———
Aurdan Capital Management, LLC
N/A—1,211-1,211-100%$262.1K———
Gallagher Fiduciary Advisors, LLC
N/A—1,206-1,206-100%$261.0K———
Colonial Trust Co / SC
N/A—1,205-1,205-100%$260.8K———
Old North State Trust, LLC
N/A—1,202-1,202-100%$260.0K———
Jacobs Equity LLC
N/A—1,200-1,200-100%$259.8K———
Heritage Wealth Advisors
N/A—1,193-1,193-100%$258.2K———
Atlanta Consulting Group Advisors, LLC
N/A—1,193-1,193-100%$258.2K———
Flatrock Wealth Partners LLC
N/A—1,191-1,191-100%$257.9K———
Mokan Wealth Management Inc.
N/A—1,182-1,182-100%$255.9K———
1492 Capital Management LLC
N/A—1,180-1,180-100%$255.4K———
Silicon Valley Capital Partners
N/A—1,178-1,178-100%$255.0K———
Cura Wealth Advisors, LLC
N/A—1,175-1,175-100%$254.5K———
Stokes Family Office, LLC
N/A—1,172-1,172-100%$253.7K———
Strategic Investment Advisors / MI
N/A—1,171-1,171-100%$253.4K———
Round Rock Advisors LLC
N/A—1,170-1,170-100%$253.3K———
BNP Paribas
N/A—1,170-1,170-100%$250.5K———
Aspire Growth Partners LLC
N/A—1,166-1,166-100%$252.5K———
BlackDiamond Wealth Management, LLC
N/A—1,152-1,152-100%$268.2K———
Webster Bank, N. A.
N/A—1,152-1,152-100%$249.4K———
Slagle Financial, LLC
N/A—1,151-1,151-100%$249.1K———
Hollencrest Capital Management
N/A—1,149-1,149-100%$248.7K———
Clarion Wealth Managment Partners, LLC
N/A—1,149-1,149-100%$248.7K———
Vantus Wealth LLC
N/A—1,145-1,145-100%$247.9K———
Strategic Financial Services, Inc.
N/A—1,140-1,140-100%$246.8K———
Laraway Financial Advisors Inc
N/A—1,138-1,138-100%$246.3K———
Horizon Investment Services, LLC
N/A—1,137-1,137-100%$246.1K———
Wealth Alliance, LLC
N/A—1,124-1,124-100%$243.3K———
Wall Street Financial Group, Inc.
N/A—1,119-1,119-100%$242.2K———
New World Advisors LLC
N/A—1,117-1,117-100%$241.8K———
Betterment LLC
N/A—1,115-1,115-100%$241.0K———
Octavia Wealth Advisors, LLC
N/A—1,114-1,114-100%$241.1K———
Florida Financial Advisors, LLC
N/A—1,109-1,109-100%$240.1K———
Smithfield Trust Co
N/A—1,106-1,106-100%$240.0K———
Second Line Capital, LLC
N/A—1,102-1,102-100%$238.6K———
Resources Management Corp
N/A—1,100-1,100-100%$238.1K———
Tolleson Wealth Management, Inc.
N/A—1,100-1,100-100%$238.1K———
Novare Capital Management LLC
N/A—1,098-1,098-100%$237.7K———
Concorde Asset Management, LLC
N/A—1,098-1,098-100%$237.7K———
Legato Capital Management LLC
N/A—1,092-1,092-100%$236.4K———
Sandy Cove Advisors, LLC
N/A—1,076-1,076-100%$232.9K———
Heartland Bank & Trust Co
N/A—1,075-1,075-100%$232.7K———
N.E.W. Advisory Services LLC
N/A—1,069-1,069-100%$231.4K———
Greenwich Wealth Management LLC
N/A—1,067-1,067-100%$231.0K———
FLC Capital Advisors
N/A—1,067-1,067-100%$231.0K———
Inspire Advisors, LLC
N/A—1,060-1,060-100%$229.7K———
Investments & Financial Planning, LLC
N/A—1,056-1,056-100%$228.6K———
Cloud Capital Management, LLC
N/A—1,052-1,052-100%$227.0K———
Wick Capital Partners, LLC
N/A—1,051-1,051-100%$227.6K———
SPG Advisors LLC
N/A—1,048-1,048-100%$226.9K———
Graney & King, LLC
N/A—1,044-1,044-100%$226.0K———
Cascades Capital Asset Management, LLC
N/A—1,044-1,044-100%$226.1K———
Sargent Investment Group, LLC
N/A—1,042-1,042-100%$225.6K———
Centric Wealth Management
N/A—1,033-1,033-100%$228.5K———
Jump Financial, LLC
N/A—1,032-1,032-100%$223.4K———
First Commonwealth Financial Corp
N/A—1,029-1,029-100%$222.6K———
Summitry LLC
N/A—1,026-1,026-100%$222.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,025-1,025-100%$221.9K———
Retirement Income Solutions, Inc
N/A—1,021-1,021-100%$203.2K———
Chesapeake Wealth Management
N/A—1,018-1,018-100%$220.4K———
Colonial Trust Advisors
N/A—1,017-1,017-100%$220.2K———
Horizon Kinetics Asset Management LLC
N/A—1,006-1,006-100%$217.8K———
Planning Center, Inc.
N/A—1,005-1,005-100%$217.6K———
Valley Financial Group, Inc.
N/A—998-998-100%$216.0K———
Readystate Asset Management LP
N/A—996-996-100%$215.6K———
Zacks Investment Management
N/A—989-989-100%$214.2K———
PCG Wealth Advisors, LLC
N/A—989-989-100%$214.2K———
Mathes Company, Inc.
N/A—976-976-100%$211.0K———
Legacy Wealth Advisors, LLC
N/A—975-975-100%$211.1K———
Three Cord True Wealth Management, LLC
N/A—972-972-100%$210.4K———
SIH Partners, Lllp
N/A—965-965-100%$208.9K———
Klingenstein Fields & Co LP
N/A—960-960-100%$207.8K———
Baron Silver Stevens Financial Advisors, LLC
N/A—959-959-100%$207.6K———
Haverford Trust Co
N/A—957-957-100%$207.2K———
Lathrop Investment Management Co
N/A—952-952-100%$206.0K———
Ponta Wealth Partners, LLC
N/A—945-945-100%$204.6K———
Symphony Financial Services, Inc.
N/A—943-943-100%$204.1K———
CCG Wealth Management, LLC
N/A—942-942-100%$203.9K———
Pacific SUN Financial Corp
N/A—941-941-100%$203.7K———
Liberty Square Wealth Partners LLC
N/A—933-933-100%$202.0K———
Greykasell Wealth Strategies, Inc.
N/A—930-930-100%$201.3K———
Motco
N/A—928-928-100%$200.9K———
Intellectus Partners, LLC
N/A—927-927-100%$200.7K———
FCA Corp
N/A—926-926-100%$200.5K———
Blalock Williams, LLC
N/A—924-924-100%$200.0K———
Prestige Wealth Management Group LLC
N/A—921-921-100%$199.4K———
Meramec Financial Planners, LLC
N/A—909-909-100%$192.3K———
Silvant Capital Management LLC
N/A—904-904-100%$195.7K———
CSS LLC
N/A—900-900-100%$194.8K———
GW&K Investment Management, LLC
N/A—868-868-100%$188.0K———
Transamerica Financial Advisors, LLC
N/A—842-842-100%$182.3K———
Fiduciary Financial Advisors
N/A—783-783-100%$168.2K———
Johnson Financial Group, Inc.
N/A—744-744-100%$161.1K———
Synergy Investment Management, LLC
N/A—732-732-100%$156.9K———
Basepoint Wealth LLC
N/A—727-727-100%$157.3K———
Roble, Belko & Company, Inc
N/A—723-723-100%$157.0K———
Investors Portfolio Services LLC
N/A—696-696-100%$150.6K———
Quantum Portfolio Management LLC
N/A—694-694-100%$150.2K———
Bellevue Asset Management, LLC
N/A—665-665-100%$144.0K———
Medallion Wealth Advisors, LLC
N/A—649-649-100%$140.5K———
Aviso Financial Inc.
N/A—647-647-100%$140.1K———
Vanguard National Trust Co
N/A—636-636-100%$137.7K———
Field & Main Bank
N/A—635-635-100%$137.5K———
Leo H. Evart, Inc.
N/A—615-615-100%$133.1K———
Seneschal Advisors, LLC
N/A—533-533-100%$115.4K———
Dunhill Financial, LLC
N/A—513-513-100%$111.2K———
Nova Wealth Management, Inc.
N/A—509-509-100%$110.1K———
Osbon Capital Management LLC
N/A—501-501-100%$108.5K———
Wellington-Altus USA Inc.
N/A—500-500-100%$99.5K———
MRP Capital Investments, LLC
N/A—500-500-100%$108.2K———
Paladin Advisory Group, LLC
N/A—449-449-100%$97.2K———
Bravera Wealth
N/A—418-418-100%$90.5K———
Logan Capital Management Inc
N/A—405-405-100%$87.7K———
ESL Trust Services, LLC
N/A—400-400-100%$86.6K———
Darwin Wealth Management, LLC
N/A—396-396-100%$85.7K———
JDM Financial Group LLC
N/A—395-395-100%$85.5K———
Truvestments Capital LLC
N/A—389-389-100%$84.3K———
Ankerstar Wealth, LLC
N/A—379-379-100%$82.0K———
Pinney & Scofield, Inc.
N/A—367-367-100%$79.4K———
Financial Life Planners
N/A—367-367-100%$79.4K———
Swan Capital LLC
N/A—353-353-100%$76.4K———
Miller Capital Partners, Inc.
N/A—345-345-100%$74.7K———
Kilter Group LLC
N/A—334-334-100%$72.3K———
JPL Wealth Management, LLC
N/A—333-333-100%$72.1K———
Beaird Harris Wealth Management, LLC
N/A—328-328-100%$71.0K———
Fourth Dimension Wealth, LLC
N/A—325-325-100%$70.4K———
Lavaca Capital LLC
N/A—321-321-100%$69.5K———
Index Technologies Group LLC
N/A—306-306-100%$66.2K———
Fi3 Financial Advisors, LLC
N/A—305-305-100%$293.3K———
Dogwood Wealth Management LLC
N/A—302-302-100%$65.4K———
Forum Finance Group S.A.
N/A—300-300-100%$52———
PlanVest Financial, Inc
N/A—300-300-100%$64.9K———
Meeder Asset Management Inc
N/A—290-290-100%$62.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—290-290-100%$62.8K———
Cornerstone Financial Management LLC
N/A—282-282-100%$61.0K———
Crews Bank & Trust
N/A—267-267-100%$57.8K———
Alerus Financial NA
N/A—257-257-100%$55.6K———
Gould Capital, LLC
N/A—243-243-100%$52.6K———
Marshall Investment Management, LLC
N/A—242-242-100%$52.4K———
Game Plan Financial Advisors, LLC
N/A—240-240-100%$52.0K———
HighMark Wealth Management LLC
N/A—239-239-100%$51.7K———
Sachetta, LLC
N/A—235-235-100%$50.9K———
Kemnay Advisory Services Inc.
N/A—232-232-100%$50.2K———
Nalls Sherbakoff Group, LLC
N/A—225-225-100%$48.7K———
XY Capital Ltd
N/A—225-225-100%$48.7K———
Vision Retirement, LLC
N/A—224-224-100%$48.5K———
Banque Transatlantique SA
N/A—205-205-100%$43.3K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—203-203-100%$43.9K———
Toews Corp
N/A—200-200-100%$43.3K———
Kayne Anderson Rudnick Investment Management LLC
N/A—199-199-100%$43.2K———
Allied Private Wealth LLC
N/A—192-192-100%$43.2K———
CoreFirst Bank & Trust
N/A—181-181-100%$39.2K———
Delta Asset Management LLC
N/A—179-179-100%$38.8K———
Frazier Financial Advisors, LLC
N/A—177-177-100%$38.3K———
FWL Investment Management, LLC
N/A—177-177-100%$38.3K———
Aberdeen Wealth Management LLC
N/A—160-160-100%$34.6K———
HFM Investment Advisors, LLC
N/A—159-159-100%$34.4K———
Millstone Evans Group, LLC
N/A—153-153-100%$33.1K———
Monetary Management Group Inc
N/A—150-150-100%$32.5K———
Strategic Investment Solutions, Inc.
N/A—141-141-100%$30.5K———
Security National Bank of SO DAK
N/A—140-140-100%$30.3K———
Rexford Capital Inc
N/A—129-129-100%$27.9K———
HHM Wealth Advisors, LLC
N/A—126-126-100%$27.3K———
1 North Wealth Services LLC
N/A—125-125-100%$27.1K———
Highland Investment Advisors LLC
N/A—121-121-100%$26.2K———
Mcguire Capital Advisors Inc
N/A—119-119-100%$25.8K———
Strive Financial Group,LLC
N/A—116-116-100%$25.1K———
Raelipskie Partnership
N/A—115-115-100%$24.9K———
1248 Management, LLC
N/A—110-110-100%$23.8K———
VSM Wealth Advisory, LLC
N/A—110-110-100%$23.8K———
Godfrey Financial Associates, Inc.
N/A—105-105-100%$22.7K———
Bruce G. Allen Investments, LLC
N/A—102-102-100%$22.1K———
Stance Capital LLC
N/A—100-100-100%$21.6K———
Providence Capital Advisors, LLC
N/A—100-100-100%$21.6K———
Oakmont Advisory Group, LLC
N/A—100-100-100%$21.6K———
Ross\johnson & Associates LLC
N/A—100-100-100%$21.6K———
Atlantic Private Wealth, LLC
N/A—100-100-100%$21.6K———
Burnham & Co LLC
N/A—100-100-100%$21.6K———
TD Capital Management LLC
N/A—95-95-100%$20.6K———
CNB Bank
N/A—90-90-100%$19.5K———
Palouse Capital Management, Inc.
N/A—75-75-100%$16.2K———
Broadwater Capital Management LLC
N/A—75-75-100%$16.2K———
Park Place Capital Corp
N/A—72-72-100%$15.6K———
Core Capital Management & Research, inc.
N/A—64-64-100%$13.7K———
Regatta Research & Money Management
N/A—59-59-100%$12.8K———
Kerr Financial Planning Corp
N/A—54-54-100%$11.7K———
Wiser Advisor Group LLC
N/A—51-51-100%$11.0K———
Tanglewood Legacy Advisors, LLC
N/A—50-50-100%$10.8K———
Abound Financial, LLC
N/A—50-50-100%$10.8K———
Proffitt & Goodson Inc
N/A—49-49-100%$10.6K———
BOK Financial Private Wealth, Inc.
N/A—40-40-100%$8.7K———
Measured Wealth Private Client Group, LLC
N/A—40-40-100%$8.7K———
Westfuller Advisors, LLC
N/A—37-37-100%$8.0K———
Raffa Wealth Management, LLC
N/A—37-37-100%$8.0K———
Sankala Group LLC
N/A—36-36-100%$8.0K———
Sumitomo Mitsui Financial Group, Inc.
N/A—35-35-100%$7.6K———
Manning & Napier Advisors LLC
N/A—34-34-100%$7.3K———
Rialto Wealth Management, LLC
N/A—32-32-100%$6.9K———
Atomic Invest LLC
N/A—29-29-100%$6.3K———
Bank of the Bluegrass & Trust Co.
N/A—28-28-100%$5.2K———
Front Row Advisors LLC
N/A—27-27-100%$6.3K———
1015 Capital Partners, LLC
N/A—24-24-100%$5.2K———
Cypress Capital Management LLC (WY)
N/A—23-23-100%$5.0K———
Bard Associates Inc
N/A—23-23-100%$5.0K———
Mpwm Advisory Solutions, LLC
N/A—23-23-100%$5.0K———
Itau Unibanco Holding S.A.
N/A—21-21-100%$4.5K———
Ogorek Anthony Joseph
N/A—14-14-100%$3———
Hamrick Investment Counsel, llc
N/A—10-10-100%$2.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—10-10-100%$2.2K———
Vanguard Advisers Inc
N/A—8-8-100%$1.7K———
Cordant, Inc.
N/A—6-6-100%$1.3K———
Copia Wealth Management
N/A—5-5-100%$1.1K———
Cbiz Investment Advisory Services, LLC
N/A—5-5-100%$995———
Tidemark, LLC
N/A—5-5-100%$1.1K———
Benson Wealth Management Inc
N/A—4-4-100%$866———
Conquis Financial LLC
N/A—3-3-100%$649———
Harborfront Financial Group LLC
N/A—2-2-100%$433———
Caitlin John, LLC
N/A—2-2-100%$433———
Erste Asset Management GmbH
N/A—00—$0———
Showing 2719 of 2719 institutions