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Bristol-Myers Squibb Co (BMY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares50,641,973 from 56,443,077
Change-5,801,104 (-10%)
Value$3.2B (-$92.7M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares20,045,596 from 19,691,951
Change+353,645 (+2%)
Value$1.3B (+$116.2M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares19,850,731 from 21,821,384
Change-1,970,653 (-9%)
Value$1.2B (-$18.7M)
Filed 2026-11-05
Pzena Investment Management LLC
DECREASED
Shares14,244,839 from 17,007,044
Change-2,762,205 (-16%)
Value$888.9M (-$91.1M)
Filed 2026-10-30
Deutsche Bank Ag\
INCREASED
Shares10,776,120 from 10,143,181
Change+632,939 (+6%)
Value$672.4M (+$88.0M)
Filed 2026-11-06
Amundi
INCREASED
Shares9,674,145 from 7,474,537
Change+2,199,608 (+29%)
Value$603.7M (+$173.0M)
Filed 2026-11-06
LSV Asset Management
DECREASED
Shares9,497,545 from 9,852,232
Change-354,687 (-4%)
Value$592.6K (+$25.0K)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED
Shares7,200,298 from 7,244,630
Change-44,332 (-1%)
Value$449.3M (+$31.9M)
Filed 2026-10-20
DekaBank Deutsche Girozentrale
INCREASED
Shares5,862,955 from 3,782,490
Change+2,080,465 (+55%)
Value$368.7K (+$143.6K)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares5,849,127 from 5,540,268
Change+308,859 (+6%)
Value$365.0M (+$45.8M)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares5,076,615 from 5,145,086
Change-68,471 (-1%)
Value$316.8M (+$20.3M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares5,072,993 from 5,092,121
Change-19,128 (0%)
Value$316.6M (+$23.1M)
Filed 2026-10-29
M&G Plc
DECREASED
Shares4,507,982 from 5,292,229
Change-784,247 (-15%)
Value$279.5M (-$27.5M)
Filed 2026-11-04
KBC Group NV
DECREASED
Shares4,227,911 from 4,264,357
Change-36,446 (-1%)
Value$263.8K (+$18.1K)
Filed 2026-10-22
Russell Investments Group, Ltd.
DECREASED
Shares4,074,093 from 4,215,423
Change-141,330 (-3%)
Value$254.9M (+$10.7M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares3,650,234 from 3,370,113
Change+280,121 (+8%)
Value$227.8M (+$33.6M)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares3,206,085 from 3,236,299
Change-30,214 (-1%)
Value$200.1M (+$13.6M)
Filed 2026-11-06
Aberdeen Group plc
DECREASED
Shares3,088,985 from 3,222,190
Change-133,205 (-4%)
Value$192.8M (+$7.1M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares3,053,036 from 3,265,381
Change-212,345 (-6%)
Value$190.5M (+$2.4M)
Filed 2026-11-06
Artemis Investment Management LLP
DECREASED
Shares2,823,235 from 3,053,480
Change-230,245 (-8%)
Value$176.2M (+$228.3K)
Filed 2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares2,769,316 from 2,396,422
Change+372,894 (+16%)
Value$172.8M (+$34.7M)
Filed 2026-11-03
Swedbank AB
DECREASED
Shares2,472,114 from 3,043,205
Change-571,091 (-19%)
Value$154.3M (-$21.1M)
Filed 2026-10-27
Principal Financial Group Inc
DECREASED
Shares2,344,404 from 2,549,445
Change-205,041 (-8%)
Value$146.3M (-$608.2K)
Filed 2026-11-02
SEB Asset Management AB
DECREASED
Shares2,245,558 from 2,872,632
Change-627,074 (-22%)
Value$140.1M (-$25.4M)
Filed 2026-11-04
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares2,113,160 from 2,114,367
Change-1,207 (0%)
Value$131.9M (+$10.0M)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares2,080,758 from 2,064,284
Change+16,474 (+1%)
Value$129.8M (+$10.9M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,055,817 from 1,764,695
Change+291,122 (+17%)
Value$104.2M (+$20.0M)
Filed 2026-10-13
Pictet Asset Management Holding SA
INCREASED
Shares2,035,236 from 2,026,687
Change+8,549 (+0%)
Value$127.0M (+$10.2M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,823,632 from 1,410,480
Change+413,152 (+29%)
Value$112.1M (+$32.5M)
Filed 2026-11-04
Fort Washington Investment Advisors Inc
DECREASED
Shares1,716,740 from 2,304,823
Change-588,083 (-26%)
Value$107.1M (-$25.7M)
Filed 2026-10-15
New York State Teachers Retirement System
DECREASED
Shares1,605,755 from 1,671,815
Change-66,060 (-4%)
Value$100.2K (+$3.9K)
Filed 2026-10-22
Virginia Retirement Systems ET Al
DECREASED
Shares1,540,730 from 1,722,230
Change-181,500 (-11%)
Value$96.1M (-$3.1M)
Filed 2026-10-28
Douglas Lane & Associates, LLC
DECREASED
Shares1,502,440 from 1,556,184
Change-53,744 (-3%)
Value$93.8M (+$4.1M)
Filed 2026-10-09
Retirement Systems of Alabama
DECREASED
Shares1,403,898 from 1,404,516
Change-618 (0%)
Value$87.6M (+$6.7M)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares1,377,320 from 1,147,117
Change+230,203 (+20%)
Value$1.1M (+$985.9K)
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares1,286,191 from 1,212,991
Change+73,200 (+6%)
Value$80.4M (+$10.2M)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares1,274,555 from 1,291,483
Change-16,928 (-1%)
Value$79.5M (+$5.1M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares1,271,463 from 1,277,343
Change-5,880 (0%)
Value$79.3M (+$5.7M)
Filed 2026-10-30
Candriam S.C.A.
INCREASED
Shares1,223,695 from 1,196,072
Change+27,623 (+2%)
Value$76.6M (+$7.8M)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares1,121,700 from 1,140,161
Change-18,461 (-2%)
Value$70.0M (+$4.3M)
Filed 2026-11-05
Swiss Life Asset Management Ltd
DECREASED
Shares1,033,313 from 1,414,008
Change-380,695 (-27%)
Value$64.5M (-$17.0M)
Filed 2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares1,013,573 from 1,033,357
Change-19,784 (-2%)
Value$63.2K (+$3.7K)
Filed 2026-10-22
Asset Management One Co., Ltd.
INCREASED
Shares1,008,408 from 979,608
Change+28,800 (+3%)
Value$62.9M (+$6.5M)
Filed 2026-10-27
Cambiar Investors LLC
DECREASED
Shares990,143 from 1,017,517
Change-27,374 (-3%)
Value$61.8M (+$3.2M)
Filed 2026-11-04
Eurizon Capital SGR S.p.A.
DECREASED
Shares989,716 from 1,230,296
Change-240,580 (-20%)
Value$61.8M (-$9.2M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares933,646 from 887,032
Change+46,614 (+5%)
Value$58.3M (+$7.1M)
Filed 2026-11-02
Exchange Traded Concepts, LLC
INCREASED
Shares911,319 from 649,566
Change+261,753 (+40%)
Value$56.9M (+$19.4M)
Filed 2026-10-28
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares877,685 from 993,206
Change-115,521 (-12%)
Value$54.8M (-$2.5M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares866,982 from 975,574
Change-108,592 (-11%)
Value$54.1M (-$2.1M)
Filed 2026-11-02
CIBC Asset Management Inc
INCREASED
Shares785,663 from 776,340
Change+9,323 (+1%)
Value$48.9M (+$4.2M)
Filed 2026-11-05
Natixis
DECREASED
Shares782,450 from 2,519,137
Change-1,736,687 (-69%)
Value$48.8M (-$96.3M)
Filed 2026-11-06
Illinois Municipal Retirement Fund
INCREASED
Shares778,865 from 747,142
Change+31,723 (+4%)
Value$48.6M (+$5.6M)
Filed 2026-11-05
Vontobel Holding Ltd.
INCREASED
Shares767,237 from 725,587
Change+41,650 (+6%)
Value$47.9M (+$6.1M)
Filed 2026-10-16
Achmea Investment Management B.V.
NEW
Shares747,550
Change+747,550
Value$46.7M
Filed 2026-10-30
State of New Jersey Common Pension Fund D
DECREASED
Shares659,499 from 660,178
Change-679 (0%)
Value$41.2M (+$3.1M)
Filed 2026-11-05
Seizert Capital Partners, LLC
DECREASED
Shares648,958 from 667,883
Change-18,925 (-3%)
Value$40.5M (+$2.0M)
Filed 2026-10-30
Alps Advisors Inc
INCREASED
Shares632,070 from 558,264
Change+73,806 (+13%)
Value$39.4M (+$7.3M)
Filed 2026-11-03
King Luther Capital Management Corp
INCREASED
Shares606,134 from 596,244
Change+9,890 (+2%)
Value$37.8M (+$3.5M)
Filed 2026-11-05
Mn Services Vermogensbeheer B.V.
INCREASED
Shares601,936 from 594,936
Change+7,000 (+1%)
Value$37.6K (+$3.3K)
Filed 2026-10-08
Aegon Asset Management UK PLC
DECREASED
Shares594,983 from 635,252
Change-40,269 (-6%)
Value$37.1M (+$523.7K)
Filed 2026-11-04
Conning Inc.
DECREASED
Shares592,876 from 679,012
Change-86,136 (-13%)
Value$37.0M (-$2.1M)
Filed 2026-10-27
Czech National Bank
INCREASED
Shares586,921 from 581,252
Change+5,669 (+1%)
Value$36.6M (+$3.1M)
Filed 2026-10-13
State of Michigan Retirement System
DECREASED
Shares580,533 from 590,233
Change-9,700 (-2%)
Value$36.2M (+$2.2M)
Filed 2026-10-27
Arizona State Retirement System
INCREASED
Shares568,657 from 566,542
Change+2,115 (+0%)
Value$35.5M (+$2.8M)
Filed 2026-11-03
Old Republic International Corp
DECREASED
Shares554,950 from 620,450
Change-65,500 (-11%)
Value$34.6K (-$1.2K)
Filed 2026-10-26
Nykredit A/S
INCREASED
Shares542,653 from 465,263
Change+77,390 (+17%)
Value$33.9M (+$7.1M)
Filed 2026-11-06
Nisa Investment Advisors, LLC
DECREASED
Shares535,416 from 542,509
Change-7,093 (-1%)
Value$33.4M (+$2.2M)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
DECREASED
Shares521,104 from 589,334
Change-68,230 (-12%)
Value$30.7M (-$1.6M)
Filed 2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares510,637 from 545,224
Change-34,587 (-6%)
Value$31.9M (+$447.9K)
Filed 2026-10-19
IFM Investors Pty Ltd
INCREASED
Shares499,421 from 473,184
Change+26,237 (+6%)
Value$31.2M (+$3.9M)
Filed 2026-10-14
Keybank National Association
DECREASED
Shares492,372 from 500,631
Change-8,259 (-2%)
Value$30.7M (+$1.9M)
Filed 2026-11-04
Daiwa Securities Group Inc.
INCREASED
Shares476,931 from 474,547
Change+2,384 (+1%)
Value$29.8M (+$2.4M)
Filed 2026-10-29
Raiffeisen Bank International AG
INCREASED
Shares475,910 from 432,969
Change+42,941 (+10%)
Value$29.9M (+$4.6M)
Filed 2026-10-28
Xponance LLC
INCREASED
Shares464,547 from 444,025
Change+20,522 (+5%)
Value$29.0M (+$3.4M)
Filed 2026-11-03
ASR Vermogensbeheer N.V.
DECREASED
Shares459,390 from 468,931
Change-9,541 (-2%)
Value$28.7M (+$1.6M)
Filed 2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares451,305 from 451,038
Change+267 (+0%)
Value$28.2M (+$2.2M)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
DECREASED
Shares445,362 from 495,604
Change-50,242 (-10%)
Value$27.8M (-$766.1K)
Filed 2026-10-27
Jefferies Financial Group Inc.
DECREASED
Shares418,780 from 508,740
Change-89,960 (-18%)
Value$26.1M (-$3.2M)
Filed 2026-11-05
Arnhold LLC
DECREASED
Shares417,229 from 439,943
Change-22,714 (-5%)
Value$26.0M (+$685.6K)
Filed 2026-10-26
Wedge Capital Management L L P
DECREASED
Shares415,690 from 528,057
Change-112,367 (-21%)
Value$25.9M (-$4.5M)
Filed 2026-10-13
Meyer Handelman Co
DECREASED
Shares406,439 from 412,364
Change-5,925 (-1%)
Value$25.4M (+$1.6M)
Filed 2026-10-28
Strs Ohio
DECREASED
Shares401,895 from 439,737
Change-37,842 (-9%)
Value$25.1M (-$259.4K)
Filed 2026-10-30
Arbejdsmarkedets Tillaegspension
DECREASED
Shares394,200 from 505,500
Change-111,300 (-22%)
Value$24.6M (-$4.5M)
Filed 2026-10-30
Tctc Holdings, LLC
DECREASED
Shares383,477 from 388,238
Change-4,761 (-1%)
Value$23.9M (+$1.6M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares382,304 from 331,429
Change+50,875 (+15%)
Value$23.9M (+$4.8M)
Filed 2026-11-04
Viking Fund Management LLC
DECREASED
Shares373,000 from 443,000
Change-70,000 (-16%)
Value$23.3M (-$2.3M)
Filed 2026-10-14
Grimes & Co Wealth Management, LLC
DECREASED
Shares369,777 from 370,909
Change-1,132 (0%)
Value$23.1M (+$1.7M)
Filed 2026-10-29
Rakuten Investment Management, Inc.
INCREASED
Shares367,143 from 334,982
Change+32,161 (+10%)
Value$23.1M (+$3.5M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares358,495 from 434,411
Change-75,916 (-17%)
Value$22.4K (-$2.7K)
Filed 2026-11-02
Crossmark Global Holdings, Inc.
DECREASED
Shares355,485 from 365,001
Change-9,516 (-3%)
Value$22.2M (+$1.2M)
Filed 2026-10-21
Amalgamated Bank
DECREASED
Shares351,073 from 360,738
Change-9,665 (-3%)
Value$21.9K (+$1.1K)
Filed 2026-10-23
ProShare Advisors LLC
INCREASED
Shares340,113 from 335,197
Change+4,916 (+1%)
Value$21.2M (+$1.9M)
Filed 2026-10-29
AGF Management LTD
DECREASED
Shares330,749 from 334,104
Change-3,355 (-1%)
Value$20.6M (+$1.4M)
Filed 2026-11-03
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares329,977 from 347,582
Change-17,605 (-5%)
Value$20.6M (+$562.9K)
Filed 2026-10-30
D.A. Davidson & Co.
DECREASED
Shares324,751 from 325,059
Change-308 (0%)
Value$20.3M (+$1.5M)
Filed 2026-10-28
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares314,669 from 314,669
Change0 (0%)
Value$19.6M (+$1.5M)
Filed 2026-10-30
OFI Invest Asset Management
INCREASED
Shares309,750 from 6,357
Change+303,393 (+4773%)
Value$17.0M (+$16.7M)
Filed 2026-11-06
OP Asset Management Ltd
INCREASED
Shares308,274 from 228,545
Change+79,729 (+35%)
Value$19.2M (+$6.1M)
Filed 2026-11-05
ARS Investment Partners, LLC
DECREASED
Shares307,078 from 309,142
Change-2,064 (-1%)
Value$19.2M (+$1.3M)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares307,000 from 300,416
Change+6,584 (+2%)
Value$18.3M (+$885.0K)
Filed 2026-10-13
Kornitzer Capital Management Inc
DECREASED
Shares304,073 from 307,825
Change-3,752 (-1%)
Value$19.0M (+$1.2M)
Filed 2026-11-03
New York Life Investment Management LLC
INCREASED
Shares303,616 from 303,600
Change+16 (+0%)
Value$18.9M (+$1.5M)
Filed 2026-11-04
Ethic Inc.
INCREASED
Shares298,064 from 270,904
Change+27,160 (+10%)
Value$18.6M (+$3.0M)
Filed 2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares292,196 from 313,820
Change-21,624 (-7%)
Value$18.2M (+$150.7K)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
DECREASED
Shares286,013 from 293,833
Change-7,820 (-3%)
Value$17.8M (+$916.6K)
Filed 2026-11-05
F&V Capital Management, LLC
INCREASED
Shares284,421 from 282,596
Change+1,825 (+1%)
Value$17.7K (+$1.5K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares283,320 from 266,252
Change+17,068 (+6%)
Value$17.7M (+$2.3M)
Filed 2026-10-16
Americana Partners, LLC
INCREASED
Shares277,752 from 231,744
Change+46,008 (+20%)
Value$17.3M (+$4.0M)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares274,249 from 254,808
Change+19,441 (+8%)
Value$17.1M (+$2.4M)
Filed 2026-10-26
Davidson Investment Advisors
DECREASED
Shares272,726 from 277,201
Change-4,475 (-2%)
Value$17.0M (+$1.0M)
Filed 2026-10-20
Mutual of America Capital Management LLC
DECREASED
Shares270,999 from 273,712
Change-2,713 (-1%)
Value$16.9M (+$1.1M)
Filed 2026-10-23
Generali Asset Management SPA SGR
INCREASED
Shares265,264 from 254,617
Change+10,647 (+4%)
Value$16.6M (+$1.9M)
Filed 2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares265,090 from 259,032
Change+6,058 (+2%)
Value$16.5M (+$1.6M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares260,476 from 229,499
Change+30,977 (+14%)
Value$16.3M (+$3.0M)
Filed 2026-11-02
Nepsis Inc.
INCREASED
Shares259,326 from 258,510
Change+816 (+0%)
Value$16.2M (+$1.3M)
Filed 2026-10-13
UniSuper Management Pty Ltd
INCREASED
Shares255,041 from 224,641
Change+30,400 (+14%)
Value$15.9M (+$3.0M)
Filed 2026-10-26
Oregon Public Employees Retirement Fund
UNCHANGED
Shares251,105 from 251,105
Change0 (0%)
Value$15.7M (+$1.2M)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares245,666 from 252,254
Change-6,588 (-3%)
Value$15.3K (+$796)
Filed 2026-10-15
ABN Amro Investment Solutions
INCREASED
Shares239,073 from 147,546
Change+91,527 (+62%)
Value$14.9M (+$6.4M)
Filed 2026-10-21
Savant Capital, LLC
INCREASED
Shares239,058 from 112,958
Change+126,100 (+112%)
Value$14.9M (+$8.3M)
Filed 2026-11-06
Avanza Fonder AB
INCREASED
Shares237,534 from 210,840
Change+26,694 (+13%)
Value$14.8M (+$2.7M)
Filed 2026-10-13
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares233,660 from 219,692
Change+13,968 (+6%)
Value$14.6M (+$1.9M)
Filed 2026-11-06
Bokf, NA
DECREASED
Shares231,188 from 244,226
Change-13,038 (-5%)
Value$14.4M (+$353.8K)
Filed 2026-10-27
Sterling Capital Management LLC
INCREASED
Shares229,996 from 220,345
Change+9,651 (+4%)
Value$14.4M (+$1.7M)
Filed 2026-10-22
Gilman Hill Asset Management, LLC
DECREASED
Shares229,136 from 231,255
Change-2,119 (-1%)
Value$14.3M (+$973.2K)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares223,042 from 169,475
Change+53,567 (+32%)
Value$13.9M (+$4.2M)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares221,886 from 129,525
Change+92,361 (+71%)
Value$12.8M (+$5.3M)
Filed 2026-11-06
Old National Bancorp
INCREASED
Shares218,921 from 218,238
Change+683 (+0%)
Value$13.7M (+$1.1M)
Filed 2026-10-20
Premier Fund Managers Ltd
NEW
Shares217,000
Change+217,000
Value$13.6K
Filed 2026-11-02
First Horizon Corp
DECREASED
Shares213,206 from 213,224
Change-18 (0%)
Value$13.3M (+$1.0M)
Filed 2026-10-26
Fisher Asset Management, LLC
INCREASED
Shares213,131 from 173,404
Change+39,727 (+23%)
Value$13.3M (+$3.3M)
Filed 2026-11-06
LBP AM SA
DECREASED
Shares204,698 from 208,620
Change-3,922 (-2%)
Value$12.8M (+$752.5K)
Filed 2026-11-06
Convergence Investment Partners, LLC
INCREASED
Shares198,050 from 170,194
Change+27,856 (+16%)
Value$12.4M (+$2.6M)
Filed 2026-10-28
iA Global Asset Management Inc.
INCREASED
Shares195,797 from 142,925
Change+52,872 (+37%)
Value$12.2K (+$4.0K)
Filed 2026-10-29
CWA Asset Management Group, LLC
INCREASED
Shares192,441 from 179,351
Change+13,090 (+7%)
Value$12.0M (+$1.7M)
Filed 2026-10-19
Yousif Capital Management, LLC
DECREASED
Shares190,923 from 194,129
Change-3,206 (-2%)
Value$11.9M (+$727.9K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares189,513 from 148,017
Change+41,496 (+28%)
Value$11.8M (+$3.3M)
Filed 2026-10-08
Capital Investment Advisors, LLC
DECREASED
Shares185,822 from 194,661
Change-8,839 (-5%)
Value$11.6M (+$379.0K)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares183,255 from 217,215
Change-33,960 (-16%)
Value$11.4M (-$1.1M)
Filed 2026-11-04
Community Bank, N.A.
DECREASED
Shares182,601 from 197,399
Change-14,798 (-7%)
Value$11.4M (+$22.2K)
Filed 2026-11-06
Merit Financial Group, LLC
DECREASED
Shares182,279 from 387,188
Change-204,909 (-53%)
Value$11.4M (-$10.9M)
Filed 2026-11-06
Oak Harvest Investment Services
NEW
Shares181,258
Change+181,258
Value$11.3M
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares180,610 from 81,526
Change+99,084 (+122%)
Value$10.9M (+$6.3M)
Filed 2026-10-16
Motley Fool Asset Management LLC
INCREASED
Shares176,699 from 175,529
Change+1,170 (+1%)
Value$11.0M (+$912.0K)
Filed 2026-10-27
Chiron Capital Management, LLC
DECREASED
Shares175,965 from 206,970
Change-31,005 (-15%)
Value$11.0M (-$945.4K)
Filed 2026-10-15
Intact Investment Management Inc.
INCREASED
Shares175,800 from 148,700
Change+27,100 (+18%)
Value$11.0M (+$2.4M)
Filed 2026-11-03
Foundation Resource Management Inc
INCREASED
Shares174,826 from 171,716
Change+3,110 (+2%)
Value$10.9M (+$1.0M)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares173,086 from 46,615
Change+126,471 (+271%)
Value$10.8M (+$8.1M)
Filed 2026-10-16
Tema Etfs LLC
INCREASED
Shares172,561 from 164,530
Change+8,031 (+5%)
Value$10.8M (+$1.3M)
Filed 2026-10-16
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares171,685 from 171,715
Change-30 (0%)
Value$10.7M (+$818.9K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED
Shares170,967 from 186,460
Change-15,493 (-8%)
Value$10.7M (-$75.5K)
Filed 2026-10-16
UMB Bank, n.a.
DECREASED
Shares170,538 from 172,044
Change-1,506 (-1%)
Value$10.6M (+$728.4K)
Filed 2026-11-06
Canal Insurance Co
UNCHANGED
Shares170,000 from 170,000
Change0 (0%)
Value$10.6K (+$813)
Filed 2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED
Shares167,013 from 242,950
Change-75,937 (-31%)
Value$10.4M (-$3.2M)
Filed 2026-10-29
Simplex Trading, LLC
INCREASED
Shares166,646 from 100,185
Change+66,461 (+66%)
Value$10.4M (+$4.6M)
Filed 2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED
Shares163,068 from 163,068
Change0 (0%)
Value$10.2K (+$780)
Filed 2026-10-20
1834 Investment Advisors Co
DECREASED
Shares162,905 from 164,395
Change-1,490 (-1%)
Value$10.2M (+$692.8K)
Filed 2026-10-16
Great Lakes Advisors, LLC
DECREASED
Shares162,413 from 192,181
Change-29,768 (-15%)
Value$10.1M (-$938.9K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares159,466 from 153,878
Change+5,588 (+4%)
Value$10.0M (+$1.1M)
Filed 2026-10-21
Imc-Chicago, LLC
INCREASED
Shares159,118 from 128,157
Change+30,961 (+24%)
Value$9.9M (+$2.5M)
Filed 2026-11-05
Hennessy Advisors Inc
DECREASED
Shares157,100 from 163,850
Change-6,750 (-4%)
Value$9.8M (+$362.0K)
Filed 2026-10-28
Keystone Financial Planning, Inc.
DECREASED
Shares155,174 from 156,768
Change-1,594 (-1%)
Value$9.7M (+$649.9K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
INCREASED
Shares152,101 from 151,030
Change+1,071 (+1%)
Value$9.5M (+$788.8K)
Filed 2026-11-06
Advocate Group LLC
DECREASED
Shares152,070 from 160,303
Change-8,233 (-5%)
Value$9.5M (+$252.5K)
Filed 2026-10-19
Goelzer Investment Management, Inc.
INCREASED
Shares151,181 from 150,829
Change+352 (+0%)
Value$9.4M (+$742.9K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares148,608 from 141,913
Change+6,695 (+5%)
Value$9.3M (+$1.1M)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares145,914 from 127,221
Change+18,693 (+15%)
Value$9.1M (+$1.8M)
Filed 2026-11-04
John G Ullman & Associates Inc
DECREASED
Shares140,428 from 142,903
Change-2,475 (-2%)
Value$8.8M (+$528.6K)
Filed 2026-11-04
Rockland Trust Co
DECREASED
Shares140,372 from 146,933
Change-6,561 (-4%)
Value$8.8M (+$292.9K)
Filed 2026-10-05
HB Wealth Management, LLC
INCREASED
Shares135,120 from 106,923
Change+28,197 (+26%)
Value$8.4M (+$2.3M)
Filed 2026-10-23
Genus Capital Management Inc.
NEW
Shares134,936
Change+134,936
Value$8.4M
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares134,800 from 128,422
Change+6,378 (+5%)
Value$8.4M (+$1.0M)
Filed 2026-10-28
Plato Investment Management Ltd
INCREASED
Shares134,281 from 106,571
Change+27,710 (+26%)
Value$8.4M (+$2.3M)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares131,709 from 122,267
Change+9,442 (+8%)
Value$8.2M (+$1.2M)
Filed 2026-11-03
Skylands Capital, LLC
DECREASED
Shares131,000 from 138,725
Change-7,725 (-6%)
Value$8.2M (+$181.1K)
Filed 2026-10-21
Ellsworth Advisors, LLC
INCREASED
Shares130,334 from 125,533
Change+4,801 (+4%)
Value$8.1M (+$761.6K)
Filed 2026-10-15
Clearstead Advisors, LLC
DECREASED
Shares127,050 from 128,389
Change-1,339 (-1%)
Value$7.9M (+$529.6K)
Filed 2026-11-06
American Assets Investment Management, LLC
UNCHANGED
Shares127,000 from 127,000
Change0 (0%)
Value$7.9M (+$607.1K)
Filed 2026-10-30
Davenport & Co LLC
INCREASED
Shares125,576 from 120,870
Change+4,706 (+4%)
Value$7.8M (+$868.4K)
Filed 2026-10-14
Adams Asset Advisors, LLC
UNCHANGED
Shares125,138 from 125,138
Change0 (0%)
Value$7.8M (+$598.2K)
Filed 2026-10-08
Maryland State Retirement & Pension System
INCREASED
Shares124,534 from 110,697
Change+13,837 (+13%)
Value$7.8M (+$1.4M)
Filed 2026-11-05
Howard Capital Management, LLC
INCREASED
Shares123,882 from 46,206
Change+77,676 (+168%)
Value$7.7M (+$5.1M)
Filed 2026-10-16
Inspire Trust Co, N.A.
DECREASED
Shares123,000 from 130,000
Change-7,000 (-5%)
Value$7.7M (+$184.6K)
Filed 2026-11-05
Citizens Financial Group Inc
INCREASED
Shares121,997 from 77,229
Change+44,768 (+58%)
Value$7.6M (+$3.2M)
Filed 2026-10-23
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares121,984 from 121,984
Change0 (0%)
Value$7.6K (+$583)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares119,608 from 94,227
Change+25,381 (+27%)
Value$7.5M (+$2.0M)
Filed 2026-10-22
Brighton Jones LLC
DECREASED
Shares119,242 from 122,001
Change-2,759 (-2%)
Value$7.4M (+$411.0K)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares119,138 from 118,188
Change+950 (+1%)
Value$7.4M (+$624.2K)
Filed 2026-10-22
AIA Group Ltd
DECREASED
Shares118,761 from 149,569
Change-30,808 (-21%)
Value$7.4M (-$1.2M)
Filed 2026-10-30
Pinnacle Associates LTD
DECREASED
Shares117,665 from 121,185
Change-3,520 (-3%)
Value$7.3M (+$359.7K)
Filed 2026-10-20
Kintegral Advisory, LLC
INCREASED
Shares116,771 from 116,111
Change+660 (+1%)
Value$7.3M (+$596.2K)
Filed 2026-10-16
Certuity, LLC
DECREASED
Shares116,636 from 116,698
Change-62 (0%)
Value$7.3M (+$554.0K)
Filed 2026-11-02
Bourne Lent Asset Management Inc
DECREASED
Shares115,946 from 117,066
Change-1,120 (-1%)
Value$7.2M (+$489.7K)
Filed 2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares114,621 from 90,829
Change+23,792 (+26%)
Value$7.2M (+$1.9M)
Filed 2026-10-26
Regions Financial Corp
DECREASED
Shares113,880 from 116,568
Change-2,688 (-2%)
Value$7.1M (+$389.5K)
Filed 2026-11-05
Assenagon Asset Management S.A.
DECREASED
Shares113,400 from 124,569
Change-11,169 (-9%)
Value$7.1M (-$101.5K)
Filed 2026-10-15
Heritage Investors Management Corp
DECREASED
Shares112,215 from 122,122
Change-9,907 (-8%)
Value$7.0K (-$35)
Filed 2026-10-29
Icici Prudential Asset Management Co Ltd
UNCHANGED
Shares111,049 from 111,049
Change0 (0%)
Value$6.9M (+$530.8K)
Filed 2026-11-06
Hudson Edge Investment Partners Inc.
DECREASED
Shares111,046 from 128,460
Change-17,414 (-14%)
Value$6.9M (-$472.6K)
Filed 2026-10-28
Telos Capital Management, Inc.
DECREASED
Shares110,867 from 111,780
Change-913 (-1%)
Value$6.9M (+$477.3K)
Filed 2026-11-02
Cardinal Capital Management
INCREASED
Shares110,477 from 105,075
Change+5,402 (+5%)
Value$6.9M (+$839.3K)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares109,581 from 104,485
Change+5,096 (+5%)
Value$6.8M (+$817.4K)
Filed 2026-10-23
Hartford Investment Management Co
DECREASED
Shares109,397 from 113,017
Change-3,620 (-3%)
Value$6.8M (+$314.3K)
Filed 2026-11-04
Hudson Capital Management LLC
DECREASED
Shares108,039 from 109,354
Change-1,315 (-1%)
Value$6.7M (+$440.6K)
Filed 2026-10-20
Leuthold Group, LLC
INCREASED
Shares107,316 from 97,869
Change+9,447 (+10%)
Value$6.7M (+$1.1M)
Filed 2026-11-04
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares105,846 from 101,975
Change+3,871 (+4%)
Value$6.6M (+$729.0K)
Filed 2026-10-30
Trust Co of Toledo NA
DECREASED
Shares103,875 from 104,987
Change-1,112 (-1%)
Value$6.5M (+$432.4K)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
DECREASED
Shares101,836 from 106,605
Change-4,769 (-4%)
Value$6.4M (+$212.0K)
Filed 2026-10-23
Central Trust Co
DECREASED
Shares101,401 from 102,940
Change-1,539 (-1%)
Value$6.3M (+$396.0K)
Filed 2026-11-05
New Mexico Educational Retirement Board
UNCHANGED
Shares101,334 from 101,334
Change0 (0%)
Value$6.3K (+$484)
Filed 2026-11-05
Beau Ventures, LLc
DECREASED
Shares100,515 from 100,582
Change-67 (0%)
Value$6.3M (+$476.6K)
Filed 2026-10-14
Louisiana State Employees Retirement System
DECREASED
Shares100,500 from 104,400
Change-3,900 (-4%)
Value$6.3M (+$255.7K)
Filed 2026-10-20
Glenview Trust Co
DECREASED
Shares100,219 from 102,223
Change-2,004 (-2%)
Value$6.3M (+$363.6K)
Filed 2026-10-28
TrinityBridge Ltd
DECREASED
Shares100,060 from 104,121
Change-4,061 (-4%)
Value$6.2K (+$250)
Filed 2026-10-30
Aaron Wealth Advisors LLC
DECREASED
Shares99,289 from 99,879
Change-590 (-1%)
Value$6.2M (+$440.6K)
Filed 2026-10-13
Thor Investment Management Inc
DECREASED
Shares98,782 from 102,446
Change-3,664 (-4%)
Value$6.2M (+$261.0K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares97,541 from 96,346
Change+1,195 (+1%)
Value$6.1M (+$535.1K)
Filed 2026-10-23
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares96,637 from 4,850
Change+91,787 (+1893%)
Value$6.0M (+$5.8M)
Filed 2026-11-03
Valicenti Advisory Services Inc
INCREASED
Shares95,835 from 95,340
Change+495 (+1%)
Value$6.0K (+$487)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares94,001 from 86,208
Change+7,793 (+9%)
Value$5.9M (+$898.3K)
Filed 2026-10-27
Toth Financial Advisory Corp
DECREASED
Shares93,455 from 97,037
Change-3,582 (-4%)
Value$5.8M (+$240.3K)
Filed 2026-10-08
Triasima Portfolio Management inc.
NEW
Shares91,290
Change+91,290
Value$5.7M
Filed 2026-10-15
Capital Management Corp
DECREASED
Shares91,219 from 94,169
Change-2,950 (-3%)
Value$5.7M (+$266.0K)
Filed 2026-10-29
Naples Global Advisors, LLC
INCREASED
Shares90,768 from 89,358
Change+1,410 (+2%)
Value$5.7M (+$515.1K)
Filed 2026-11-05
Welch & Forbes LLC
DECREASED
Shares90,518 from 91,005
Change-487 (-1%)
Value$5.6M (+$404.6K)
Filed 2026-11-04
Castleview Partners, LLC
INCREASED
Shares88,876 from 83,526
Change+5,350 (+6%)
Value$5.5M (+$733.1K)
Filed 2026-10-09
Sage Capital Advisors,llc
INCREASED
Shares88,538 from 87,958
Change+580 (+1%)
Value$5.5M (+$456.7K)
Filed 2026-10-13
Diversified Trust Co
DECREASED
Shares88,009 from 90,768
Change-2,759 (-3%)
Value$5.5M (+$261.7K)
Filed 2026-11-06
Avantax Planning Partners, Inc.
INCREASED
Shares86,834 from 67,492
Change+19,342 (+29%)
Value$5.4M (+$1.5M)
Filed 2026-11-03
Leibman Financial Services, Inc.
INCREASED
Shares86,440 from 69,007
Change+17,433 (+25%)
Value$5.4M (+$1.4M)
Filed 2026-10-13
Kerusso Capital Management LLC
INCREASED
Shares85,657 from 77,798
Change+7,859 (+10%)
Value$5.3M (+$862.3K)
Filed 2026-10-27
First Citizens Bank & Trust Co
DECREASED
Shares85,308 from 94,434
Change-9,126 (-10%)
Value$5.3M (-$118.1K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares85,287 from 76,251
Change+9,036 (+12%)
Value$5.3M (+$924.0K)
Filed 2026-10-23
Greystone Financial Group, LLC
NEW
Shares84,722
Change+84,722
Value$5.3M
Filed 2026-10-26
Cypress Capital Group
DECREASED
Shares84,054 from 84,745
Change-691 (-1%)
Value$5.2M (+$362.0K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
DECREASED
Shares82,906 from 85,038
Change-2,132 (-3%)
Value$5.2M (+$273.5K)
Filed 2026-11-04
Parsons Capital Management Inc
INCREASED
Shares82,566 from 82,435
Change+131 (+0%)
Value$5.2M (+$402.2K)
Filed 2026-10-28
Asset One Wealth Management LLC
INCREASED
Shares81,859 from 76,968
Change+4,891 (+6%)
Value$5.1M (+$588.4K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares81,277 from 79,284
Change+1,993 (+3%)
Value$5.1M (+$503.3K)
Filed 2026-10-15
Aprio Wealth Management, LLC
INCREASED
Shares79,607 from 68,912
Change+10,695 (+16%)
Value$5.0M (+$996.7K)
Filed 2026-10-28
Radnor Capital Management, LLC
INCREASED
Shares79,483 from 79,233
Change+250 (+0%)
Value$5.0M (+$394.3K)
Filed 2026-10-23
Searle & Co.
DECREASED
Shares78,200 from 79,700
Change-1,500 (-2%)
Value$4.9M (+$287.4K)
Filed 2026-11-04
Global X Japan Co., Ltd.
DECREASED
Shares75,974 from 90,137
Change-14,163 (-16%)
Value$4.7M (-$452.9K)
Filed 2026-10-21
Continental Advisors LLC
DECREASED
Shares75,754 from 78,754
Change-3,000 (-4%)
Value$4.7M (+$189.2K)
Filed 2026-10-13
Tokio Marine Asset Management Co LTD
INCREASED
Shares74,592 from 71,738
Change+2,854 (+4%)
Value$4.7M (+$521.0K)
Filed 2026-10-26
Ibex Wealth Advisors
NEW
Shares74,369
Change+74,369
Value$4.6M
Filed 2026-11-06
Chemung Canal Trust Co
DECREASED
Shares73,908 from 74,587
Change-679 (-1%)
Value$4.6M (+$314.2K)
Filed 2026-11-04
Next Level Private LLC
INCREASED
Shares73,856 from 73,247
Change+609 (+1%)
Value$4.6M (+$388.1K)
Filed 2026-10-20
Versant Capital Management, Inc
INCREASED
Shares73,606 from 73,361
Change+245 (+0%)
Value$4.6M (+$366.0K)
Filed 2026-10-02
E. Ohman J:or Asset Management AB
INCREASED
Shares73,512 from 69,612
Change+3,900 (+6%)
Value$4.6M (+$576.1K)
Filed 2026-10-22
Argyle Capital Management, LLC
INCREASED
Shares72,632 from 72,282
Change+350 (+0%)
Value$4.5M (+$367.4K)
Filed 2026-10-28
Kendall Capital Management
INCREASED
Shares72,375 from 69,150
Change+3,225 (+5%)
Value$4.5M (+$531.8K)
Filed 2026-10-23
SS&H Financial Advisors, Inc.
INCREASED
Shares72,320 from 72,300
Change+20 (+0%)
Value$4.5K (+$347)
Filed 2026-10-28
Wakefield Asset Management Lllp
INCREASED
Shares71,565 from 70,404
Change+1,161 (+2%)
Value$4.5M (+$409.0K)
Filed 2026-11-05
Wright Investors Service Inc
DECREASED
Shares71,080 from 72,470
Change-1,390 (-2%)
Value$4.4M (+$259.7K)
Filed 2026-11-02
Krilogy Financial LLC
DECREASED
Shares70,593 from 72,415
Change-1,822 (-3%)
Value$4.1M (-$107.8K)
Filed 2026-10-13
Benedict Financial Advisors Inc
INCREASED
Shares70,430 from 70,088
Change+342 (+0%)
Value$4.4M (+$356.3K)
Filed 2026-10-07
Greater Midwest Financial Group, LLC
INCREASED
Shares70,059 from 67,914
Change+2,145 (+3%)
Value$4.4M (+$458.5K)
Filed 2026-10-13
Park Avenue Securities LLC
DECREASED
Shares69,668 from 73,042
Change-3,374 (-5%)
Value$4.3K (+$138)
Filed 2026-10-26
Royal Fund Management, LLC
INCREASED
Shares69,636 from 67,139
Change+2,497 (+4%)
Value$4.3M (+$476.7K)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares69,542 from 68,220
Change+1,322 (+2%)
Value$4.3M (+$408.6K)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares68,294 from 68,538
Change-244 (0%)
Value$4.3K (+$313)
Filed 2026-10-22
Novem Group
INCREASED
Shares68,020 from 64,002
Change+4,018 (+6%)
Value$4.2M (+$556.7K)
Filed 2026-10-19
Ascent Group, LLC
INCREASED
Shares67,430 from 55,716
Change+11,714 (+21%)
Value$4.2M (+$997.3K)
Filed 2026-10-30
B.A. Schrock Wealth Management, Inc.
NEW
Shares65,007
Change+65,007
Value$4.0M
Filed 2026-10-15
Jacobi Capital Management LLC
DECREASED
Shares64,778 from 64,849
Change-71 (0%)
Value$4.0M (+$305.6K)
Filed 2026-11-05
Kathmere Capital Management, LLC
INCREASED
Shares64,466 from 37,197
Change+27,269 (+73%)
Value$4.0M (+$1.9M)
Filed 2026-10-20
Tufton Capital Management
DECREASED
Shares64,183 from 64,310
Change-127 (0%)
Value$4.0K (+$300)
Filed 2026-10-20
Fifth Third Wealth Advisors LLC
DECREASED
Shares63,912 from 65,413
Change-1,501 (-2%)
Value$4.0M (+$219.0K)
Filed 2026-10-22
North Dakota State Investment Board
DECREASED
Shares62,548 from 79,632
Change-17,084 (-21%)
Value$3.9M (-$685.4K)
Filed 2026-10-27
Griffin Asset Management, Inc.
INCREASED
Shares61,886 from 61,710
Change+176 (+0%)
Value$3.9M (+$306.0K)
Filed 2026-10-22
Farmers & Merchants Investments Inc
DECREASED
Shares60,913 from 61,042
Change-129 (0%)
Value$3.8M (+$283.7K)
Filed 2026-10-22
Asio Capital, LLC
INCREASED
Shares60,324 from 56,189
Change+4,135 (+7%)
Value$3.8M (+$526.6K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares60,110 from 35,230
Change+24,880 (+71%)
Value$3.8M (+$1.7M)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares60,014 from 59,835
Change+179 (+0%)
Value$3.7M (+$297.2K)
Filed 2026-11-05
Leelyn Smith, LLC
INCREASED
Shares59,776 from 59,312
Change+464 (+1%)
Value$3.7M (+$312.5K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares59,696 from 56,350
Change+3,346 (+6%)
Value$3.7M (+$425.2K)
Filed 2026-10-13
Moors & Cabot, Inc.
DECREASED
Shares59,533 from 62,967
Change-3,434 (-5%)
Value$3.7M (+$86.7K)
Filed 2026-11-06
Integras Partners LLC
DECREASED
Shares58,937 from 59,474
Change-537 (-1%)
Value$3.7M (+$250.8K)
Filed 2026-10-30
Perigon Wealth Management, LLC
DECREASED
Shares58,432 from 67,767
Change-9,335 (-14%)
Value$3.6M (-$258.6K)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares58,382 from 35,440
Change+22,942 (+65%)
Value$3.6M (+$1.6M)
Filed 2026-11-04
Moody Lynn Lieberson & Walker, LLC
NEW
Shares58,236
Change+58,236
Value$3.6M
Filed 2026-10-14
Carolina Wealth Advisors, LLC
INCREASED
Shares57,251 from 56,312
Change+939 (+2%)
Value$3.6M (+$327.8K)
Filed 2026-10-23
Sippican Capital Advisors
DECREASED
Shares56,982 from 60,689
Change-3,707 (-6%)
Value$3.6M (+$58.8K)
Filed 2026-10-23
SVB Wealth LLC
DECREASED
Shares56,540 from 57,918
Change-1,378 (-2%)
Value$3.5M (+$190.9K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares56,369 from 52,327
Change+4,042 (+8%)
Value$3.5M (+$502.3K)
Filed 2026-10-08
GF Fund Management Co. Ltd.
UNCHANGED
Shares56,106 from 56,106
Change0 (0%)
Value$3.5M (+$268.2K)
Filed 2026-10-26
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares55,730 from 58,193
Change-2,463 (-4%)
Value$3.5M (+$124.5K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares54,624 from 57,120
Change-2,496 (-4%)
Value$3.4M (+$117.3K)
Filed 2026-10-16
Bonness Enterprises Inc
UNCHANGED
Shares54,300 from 54,300
Change0 (0%)
Value$3.4M (+$259.6K)
Filed 2026-10-08
V-Square Quantitative Management LLC
INCREASED
Shares54,178 from 52,713
Change+1,465 (+3%)
Value$3.4M (+$343.4K)
Filed 2026-10-15
CX Institutional
DECREASED
Shares54,120 from 263,596
Change-209,476 (-79%)
Value$3.4K (-$11.8K)
Filed 2026-10-02
Capital Asset Advisory Services LLC
INCREASED
Shares54,083 from 46,813
Change+7,270 (+16%)
Value$3.4M (+$709.8K)
Filed 2026-10-30
Chicago Partners Investment Group LLC
DECREASED
Shares54,044 from 60,440
Change-6,396 (-11%)
Value$3.3M (-$395.1K)
Filed 2026-10-27
AlphaCore Capital LLC
INCREASED
Shares53,909 from 46,389
Change+7,520 (+16%)
Value$3.4M (+$690.9K)
Filed 2026-11-04
Birinyi Associates Inc
NEW
Shares53,255
Change+53,255
Value$3.3K
Filed 2026-10-28
LMG Wealth Partners, LLC
DECREASED
Shares53,226 from 54,001
Change-775 (-1%)
Value$3.3M (+$209.8K)
Filed 2026-11-05
Securian Asset Management, Inc
DECREASED
Shares53,061 from 54,255
Change-1,194 (-2%)
Value$3.3M (+$15.6K)
Filed 2026-11-06
Gateway Investment Advisers LLC
INCREASED
Shares53,008 from 24,915
Change+28,093 (+113%)
Value$3.3M (+$1.9M)
Filed 2026-10-13
Poehling Capital Management, Inc.
DECREASED
Shares52,969 from 53,476
Change-507 (-1%)
Value$3.3M (+$224.0K)
Filed 2026-10-20
Cullen T Bankers, Inc.
DECREASED
Shares52,950 from 56,089
Change-3,139 (-6%)
Value$3.3M (+$72.2K)
Filed 2026-10-28
NBT Bank, N.A.
INCREASED
Shares52,930 from 52,754
Change+176 (+0%)
Value$3.3M (+$263.1K)
Filed 2026-10-21
Venture Visionary Partners LLC
DECREASED
Shares52,640 from 54,007
Change-1,367 (-3%)
Value$3.3M (+$172.9K)
Filed 2026-10-07
Meridian Wealth Management, LLC
DECREASED
Shares52,214 from 52,891
Change-677 (-1%)
Value$3.3M (+$208.2K)
Filed 2026-11-05
Foresight Capital Management Advisors, Inc.
INCREASED
Shares52,042 from 48,144
Change+3,898 (+8%)
Value$3.2M (+$473.4K)
Filed 2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares51,253 from 57,474
Change-6,221 (-11%)
Value$3.2M (-$113.5K)
Filed 2026-10-22
Mirador Capital Partners LP
INCREASED
Shares50,389 from 48,795
Change+1,594 (+3%)
Value$3.1M (+$332.7K)
Filed 2026-10-09
Frank, Rimerman Advisors LLC
INCREASED
Shares50,343 from 50,290
Change+53 (+0%)
Value$3.1M (+$243.7K)
Filed 2026-10-16
Chicago Trust Co NA
INCREASED
Shares49,713 from 44,250
Change+5,463 (+12%)
Value$3.1M (+$552.4K)
Filed 2026-10-28
Trust Co of Vermont
DECREASED
Shares49,287 from 49,346
Change-59 (0%)
Value$3.1M (+$232.2K)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares48,876 from 42,594
Change+6,282 (+15%)
Value$3.0M (+$595.6K)
Filed 2026-10-28
GAM Holding AG
DECREASED
Shares48,597 from 50,869
Change-2,272 (-4%)
Value$3.0M (+$101.4K)
Filed 2026-11-03
Resonant Capital Advisors, LLC
DECREASED
Shares48,564 from 49,118
Change-554 (-1%)
Value$3.0M (+$200.2K)
Filed 2026-10-15
Associated Banc-Corp
DECREASED
Shares48,234 from 52,919
Change-4,685 (-9%)
Value$3.0M (-$39.4K)
Filed 2026-10-30
Cohen Klingenstein LLC
UNCHANGED
Shares47,559 from 47,559
Change0 (0%)
Value$3.0M (+$227.3K)
Filed 2026-10-15
Crestwood Advisors Group, LLC
INCREASED
Shares47,373 from 20,375
Change+26,998 (+133%)
Value$3.0M (+$1.8M)
Filed 2026-10-27
Catherine Avery Investment Management LLC
DECREASED
Shares47,019 from 119,907
Change-72,888 (-61%)
Value$2.9M (-$4.0M)
Filed 2026-10-14
Cypress Capital, LLC
INCREASED
Shares46,422 from 44,705
Change+1,717 (+4%)
Value$2.9M (+$320.8K)
Filed 2026-10-20
XML Financial, LLC
DECREASED
Shares46,219 from 46,441
Change-222 (0%)
Value$2.9M (+$208.1K)
Filed 2026-10-29
Guyasuta Investment Advisors Inc
INCREASED
Shares46,075 from 46,071
Change+4 (+0%)
Value$2.9M (+$220.5K)
Filed 2026-10-15
Profund Advisors LLC
INCREASED
Shares46,019 from 27,302
Change+18,717 (+69%)
Value$2.9M (+$1.3M)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED
Shares45,723 from 45,554
Change+169 (+0%)
Value$2.9M (+$228.3K)
Filed 2026-10-05
Romano Brothers and Company
DECREASED
Shares45,424 from 46,486
Change-1,062 (-2%)
Value$2.8M (+$156.0K)
Filed 2026-10-22
Carrera Capital Advisors
NEW
Shares45,313
Change+45,313
Value$2.8M
Filed 2026-11-03
Fulcrum Asset Management LLP
INCREASED
Shares45,181 from 9,865
Change+35,316 (+358%)
Value$2.8M (+$2.3M)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares45,082
Change+45,082
Value$2.8K
Filed 2026-11-03
Optimist Retirement Group LLC
INCREASED
Shares44,295 from 43,542
Change+753 (+2%)
Value$2.8M (+$255.1K)
Filed 2026-10-30
Sky Investment Group LLC
INCREASED
Shares44,096 from 14,631
Change+29,465 (+201%)
Value$2.8M (+$1.9M)
Filed 2026-10-30
Oarsman Capital, Inc.
INCREASED
Shares43,980 from 42,777
Change+1,203 (+3%)
Value$2.7M (+$279.5K)
Filed 2026-11-05
Townsend & Associates, Inc
DECREASED
Shares43,789 from 45,898
Change-2,109 (-5%)
Value$2.6M (-$144.9K)
Filed 2026-10-23
Dana Investment Advisors, Inc.
DECREASED
Shares43,763 from 44,825
Change-1,062 (-2%)
Value$2.7M (+$148.0K)
Filed 2026-11-06
Donoghue Forlines LLC
INCREASED
Shares43,367 from 31,116
Change+12,251 (+39%)
Value$2.7M (+$913.2K)
Filed 2026-11-02
Tweedy, Browne Co LLC
INCREASED
Shares43,200 from 37,570
Change+5,630 (+15%)
Value$2.7M (+$530.9K)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
INCREASED
Shares42,848 from 41,546
Change+1,302 (+3%)
Value$2.7M (+$279.9K)
Filed 2026-10-16
Boyd Watterson Asset Management LLC
UNCHANGED
Shares42,665 from 42,665
Change0 (0%)
Value$2.7M (+$203.9K)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares42,221 from 40,184
Change+2,037 (+5%)
Value$2.6M (+$319.2K)
Filed 2026-10-28
Columbus Macro, LLC
INCREASED
Shares42,170 from 42,034
Change+136 (+0%)
Value$2.6M (+$209.4K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED
Shares42,008 from 34,078
Change+7,930 (+23%)
Value$2.6M (+$657.7K)
Filed 2026-10-21
Mill Capital Management, LLC
DECREASED
Shares41,868 from 42,868
Change-1,000 (-2%)
Value$2.6M (+$142.5K)
Filed 2026-10-26
Abundance Wealth Counselors
INCREASED
Shares41,831 from 39,808
Change+2,023 (+5%)
Value$2.6M (+$316.5K)
Filed 2026-10-26
Praxis Investment Management Inc
UNCHANGED
Shares41,770 from 41,770
Change0 (0%)
Value$2.6K (+$199)
Filed 2026-11-03
CenterBook Partners LP
DECREASED
Shares41,540 from 58,208
Change-16,668 (-29%)
Value$2.6M (-$761.8K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares41,472 from 35,921
Change+5,551 (+15%)
Value$2.6M (+$518.1K)
Filed 2026-10-23
Diversify Wealth Management, LLC
INCREASED
Shares41,307 from 37,231
Change+4,076 (+11%)
Value$2.5M (+$172.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares41,307 from 37,231
Change+4,076 (+11%)
Value$2.5M (+$172.8K)
Filed 2026-10-20
Promethium Advisors,llc
UNCHANGED
Shares41,150 from 41,150
Change0 (0%)
Value$2.6M (+$196.7K)
Filed 2026-10-19
FCG Investment Co
INCREASED
Shares41,073 from 34,461
Change+6,612 (+19%)
Value$2.6M (+$577.3K)
Filed 2026-10-13
Global Trust Asset Management, LLC
INCREASED
Shares40,508 from 39,322
Change+1,186 (+3%)
Value$2.5M (+$262.0K)
Filed 2026-10-19
Kanawha Capital Management LLC
DECREASED
Shares40,399 from 40,741
Change-342 (-1%)
Value$2.5M (+$173.4K)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares39,995 from 38,342
Change+1,653 (+4%)
Value$2.4M (+$161.6K)
Filed 2026-10-15
Montag A & Associates Inc
INCREASED
Shares39,446 from 37,785
Change+1,661 (+4%)
Value$2.5M (+$284.3K)
Filed 2026-10-29
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares39,409 from 42,598
Change-3,189 (-7%)
Value$2.5M (+$4.6K)
Filed 2026-10-16
HBK Sorce Advisory LLC
DECREASED
Shares39,376 from 40,142
Change-766 (-2%)
Value$2.5M (-$68.4K)
Filed 2026-11-06
Leo Wealth, LLC
NEW
Shares39,189
Change+39,189
Value$2.4M
Filed 2026-10-26
Carret Asset Management, LLC
DECREASED
Shares39,159 from 39,339
Change-180 (0%)
Value$2.4M (+$176.8K)
Filed 2026-11-04
HUB Investment Partners, LLC
DECREASED
Shares38,974 from 39,485
Change-511 (-1%)
Value$2.4M (+$156.9K)
Filed 2026-11-03
Cullinan Associates Inc
DECREASED
Shares38,970 from 40,190
Change-1,220 (-3%)
Value$2.4M (+$116.0K)
Filed 2026-11-03
Neville Rodie & Shaw Inc
DECREASED
Shares38,939 from 39,489
Change-550 (-1%)
Value$2.4K (+$155)
Filed 2026-10-05
Jamison Private Wealth Management, Inc.
DECREASED
Shares38,864 from 40,231
Change-1,367 (-3%)
Value$2.4M (+$107.0K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares38,645 from 33,993
Change+4,652 (+14%)
Value$2.4M (+$456.5K)
Filed 2026-11-02
Lineweaver Wealth Advisors, LLC
INCREASED
Shares38,290 from 36,357
Change+1,933 (+5%)
Value$2.4M (+$294.4K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares37,990 from 31,680
Change+6,310 (+20%)
Value$2.4M (+$545.2K)
Filed 2026-11-05
Shayne & Jacobs, LLC
INCREASED
Shares37,666 from 37,615
Change+51 (+0%)
Value$2.4M (+$183.0K)
Filed 2026-10-21
Florida Trust Wealth Management Co
INCREASED
Shares37,639 from 36,978
Change+661 (+2%)
Value$2.3M (+$218.0K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
DECREASED
Shares37,515 from 37,637
Change-122 (0%)
Value$2.3M (+$172.2K)
Filed 2026-11-05
Enhancing Capital LLC
UNCHANGED
Shares37,300 from 37,300
Change0 (0%)
Value$2.3M (+$178.3K)
Filed 2026-10-26
Sapient Capital LLC
DECREASED
Shares36,922 from 37,372
Change-450 (-1%)
Value$2.3M (+$150.6K)
Filed 2026-10-08
Applied Finance Capital Management, LLC
INCREASED
Shares36,872 from 35,950
Change+922 (+3%)
Value$2.3M (+$229.4K)
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares36,580 from 36,580
Change0 (0%)
Value$2.3M (+$174.9K)
Filed 2026-10-27
Old Port Advisors
INCREASED
Shares36,561 from 36,348
Change+213 (+1%)
Value$2.3M (+$187.1K)
Filed 2026-10-23
Woodstock Corp
DECREASED
Shares36,552 from 36,671
Change-119 (0%)
Value$2.3M (+$167.9K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares36,287 from 27,871
Change+8,416 (+30%)
Value$2.3M (+$658.4K)
Filed 2026-10-22
LaFleur & Godfrey LLC
DECREASED
Shares36,188 from 36,644
Change-456 (-1%)
Value$2.3M (+$146.7K)
Filed 2026-10-27
Valeo Financial Advisors, LLC
INCREASED
Shares36,135 from 29,784
Change+6,351 (+21%)
Value$2.3M (+$538.6K)
Filed 2026-10-08
Vest Financial, LLC
DECREASED
Shares35,975 from 36,383
Change-408 (-1%)
Value$2.2M (+$148.5K)
Filed 2026-10-21
Herold Advisors, Inc.
DECREASED
Shares35,896 from 35,910
Change-14 (0%)
Value$2.2M (+$168.0K)
Filed 2026-10-19
Purkiss Capital Advisors LLC
DECREASED
Shares35,677 from 36,627
Change-950 (-3%)
Value$2.2M (+$115.8K)
Filed 2026-11-06
Courier Capital LLC
INCREASED
Shares35,655 from 35,523
Change+132 (+0%)
Value$2.2M (+$178.0K)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED
Shares35,644 from 35,055
Change+589 (+2%)
Value$2.2M (+$204.3K)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
INCREASED
Shares35,552 from 34,656
Change+896 (+3%)
Value$2.2M (+$221.5K)
Filed 2026-11-04
Cacti Asset Management LLC
DECREASED
Shares35,450 from 36,450
Change-1,000 (-3%)
Value$2.2M (+$128.1K)
Filed 2026-10-01
Lakewood Asset Management LLC
INCREASED
Shares35,389 from 30,282
Change+5,107 (+17%)
Value$2.2M (+$463.4K)
Filed 2026-10-26
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares35,184 from 33,051
Change+2,133 (+6%)
Value$2.2M (+$291.1K)
Filed 2026-10-08
Excalibur Management Corp
INCREASED
Shares34,927 from 34,161
Change+766 (+2%)
Value$2.2M (+$211.1K)
Filed 2026-11-02
Edmp, Inc.
DECREASED
Shares34,924 from 35,784
Change-860 (-2%)
Value$2.2M (+$117.4K)
Filed 2026-10-22
Great Lakes Retirement, Inc.
NEW
Shares34,821
Change+34,821
Value$2.2M
Filed 2026-10-26
InvesTrust
DECREASED
Shares34,574 from 39,518
Change-4,944 (-13%)
Value$2.2M (-$119.6K)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares34,571 from 35,462
Change-891 (-3%)
Value$2.2M (+$113.9K)
Filed 2026-11-03
Univest Financial Corp
INCREASED
Shares34,469 from 34,176
Change+293 (+1%)
Value$2.2M (+$181.6K)
Filed 2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED
Shares34,186 from 33,428
Change+758 (+2%)
Value$2.1M (+$207.1K)
Filed 2026-10-13
Evergreen Capital Management LLC
DECREASED
Shares34,066 from 42,722
Change-8,656 (-20%)
Value$2.1M (-$335.9K)
Filed 2026-10-23
BankPlus Trust Department
INCREASED
Shares33,972 from 32,563
Change+1,409 (+4%)
Value$2.1M (+$243.6K)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED
Shares33,807 from 32,023
Change+1,784 (+6%)
Value$2.1M (+$264.4K)
Filed 2026-11-05
Aviance Capital Partners, LLC
INCREASED
Shares33,792 from 32,102
Change+1,690 (+5%)
Value$2.1M (+$258.9K)
Filed 2026-10-29
Waterfront Wealth Inc.
INCREASED
Shares33,560 from 33,448
Change+112 (+0%)
Value$2.1M (+$146.2K)
Filed 2026-11-03
J. Safra Sarasin Holding AG
INCREASED
Shares33,541 from 16,418
Change+17,123 (+104%)
Value$2.1M (+$1.1M)
Filed 2026-10-26
St. Louis Trust Co
UNCHANGED
Shares33,158 from 33,158
Change0 (0%)
Value$2.1M (-$1.8M)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares32,929 from 32,911
Change+18 (+0%)
Value$2.1M (+$158.8K)
Filed 2026-10-30
LJI Wealth Management, LLC
DECREASED
Shares32,785 from 34,006
Change-1,221 (-4%)
Value$2.0M (+$86.3K)
Filed 2026-10-28
Greenfield Savings Bank
DECREASED
Shares32,356 from 32,823
Change-467 (-1%)
Value$2.0M (+$127.8K)
Filed 2026-10-07
Castle Rock Wealth Management, LLC
DECREASED
Shares32,204 from 47,869
Change-15,665 (-33%)
Value$1.9M (-$782.7K)
Filed 2026-10-09
LEE Danner & Bass Inc
INCREASED
Shares32,191 from 31,718
Change+473 (+1%)
Value$2.0M (+$181.1K)
Filed 2026-10-27
LVW Advisors, LLC
INCREASED
Shares32,103 from 17,426
Change+14,677 (+84%)
Value$2.0M (+$999.1K)
Filed 2026-10-19
Ridgewood Investments LLC
DECREASED
Shares32,043 from 39,881
Change-7,838 (-20%)
Value$2.0M (-$298.5K)
Filed 2026-10-05
Greenwood Capital Associates LLC
DECREASED
Shares32,026 from 32,798
Change-772 (-2%)
Value$2.0M (+$108.6K)
Filed 2026-10-27
Providence Wealth Advisors, LLC
INCREASED
Shares31,837 from 31,560
Change+277 (+1%)
Value$1.9M (+$125.5K)
Filed 2026-10-29
Cidel Asset Management Inc
DECREASED
Shares31,781 from 33,042
Change-1,261 (-4%)
Value$2.0M (+$79.3K)
Filed 2026-10-29
Demars Financial Group, LLC
INCREASED
Shares31,764 from 30,977
Change+787 (+3%)
Value$2.0M (+$197.2K)
Filed 2026-10-22
Verity Asset Management, Inc.
INCREASED
Shares31,594 from 31,404
Change+190 (+1%)
Value$2.0M (+$162.0K)
Filed 2026-10-30
Ted Buchan & Co
DECREASED
Shares31,514 from 32,055
Change-541 (-2%)
Value$2.0M (+$119.5K)
Filed 2026-10-23
Bdf-Gestion
DECREASED
Shares31,258 from 35,222
Change-3,964 (-11%)
Value$2.0M (-$179.6K)
Filed 2026-10-19
Beese Fulmer Investment Management, Inc.
DECREASED
Shares31,220 from 41,013
Change-9,793 (-24%)
Value$1.9M (-$415.0K)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares31,207 from 59,419
Change-28,212 (-47%)
Value$1.9M (-$1.5M)
Filed 2026-10-15
New England Research & Management, Inc.
NEW
Shares31,175
Change+31,175
Value$1.9M
Filed 2026-10-16
Eastern Bank
INCREASED
Shares31,061 from 27,740
Change+3,321 (+12%)
Value$1.9M (+$339.8K)
Filed 2026-10-05
MFG Wealth Management, Inc.
INCREASED
Shares30,984 from 19,446
Change+11,538 (+59%)
Value$1.9M (+$812.9K)
Filed 2026-10-09
Linden Thomas Advisory Services, LLC
INCREASED
Shares30,959 from 30,618
Change+341 (+1%)
Value$1.9M (+$167.6K)
Filed 2026-10-19
Premier Path Wealth Partners, LLC
INCREASED
Shares30,934 from 28,219
Change+2,715 (+10%)
Value$1.9M (+$304.3K)
Filed 2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares30,633 from 30,622
Change+11 (+0%)
Value$1.9M (+$147.0K)
Filed 2026-10-23
Cherokee Insurance Co
UNCHANGED
Shares30,600 from 30,600
Change0 (0%)
Value$1.9M (+$146.3K)
Filed 2026-11-05
Archford Capital Strategies, LLC
NEW
Shares30,474
Change+30,474
Value$1.9M
Filed 2026-10-19
Parcion Private Wealth LLC
INCREASED
Shares30,426 from 28,719
Change+1,707 (+6%)
Value$1.9M (+$243.8K)
Filed 2026-10-28
ASO Group Ltd
INCREASED
Shares30,368 from 15,116
Change+15,252 (+101%)
Value$1.9K (+$1.0K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares30,167 from 29,492
Change+675 (+2%)
Value$1.9M (+$183.1K)
Filed 2026-10-26
XXI Wealth, LLC
INCREASED
Shares30,096 from 16,057
Change+14,039 (+87%)
Value$1.9M (+$952.8K)
Filed 2026-10-22
Caldwell Trust Co
DECREASED
Shares30,077 from 30,189
Change-112 (0%)
Value$1.9M (+$137.3K)
Filed 2026-10-30
Kestra Investment Management, LLC
DECREASED
Shares30,028 from 32,429
Change-2,401 (-7%)
Value$1.9M (+$5.2K)
Filed 2026-11-04
Partnership Wealth Management, LLC
DECREASED
Shares29,948 from 31,356
Change-1,408 (-4%)
Value$1.9M (+$62.1K)
Filed 2026-10-05
Mount Vernon Associates Inc
DECREASED
Shares29,379 from 29,429
Change-50 (0%)
Value$1.8K (+$137)
Filed 2026-10-26
Exchange Bank
UNCHANGED
Shares29,306 from 29,306
Change0 (0%)
Value$1.8M (+$140.1K)
Filed 2026-10-07
Modera Wealth Management, LLC
INCREASED
Shares29,285 from 18,917
Change+10,368 (+55%)
Value$1.8M (+$737.4K)
Filed 2026-10-28
Parkside Financial Bank & Trust
INCREASED
Shares29,122 from 27,444
Change+1,678 (+6%)
Value$1.8M (+$235.9K)
Filed 2026-10-27
United Bank
INCREASED
Shares29,037 from 28,828
Change+209 (+1%)
Value$1.8M (+$150.8K)
Filed 2026-11-06
Center for Wealth Management Advisory
NEW
Shares28,978
Change+28,978
Value$1.8M
Filed 2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares28,965 from 30,546
Change-1,581 (-5%)
Value$1.8M (+$47.3K)
Filed 2026-10-14
United Community Bank
DECREASED
Shares28,906 from 28,994
Change-88 (0%)
Value$1.8M (+$133.1K)
Filed 2026-10-28
Altfest L J & Co Inc
DECREASED
Shares28,829 from 28,858
Change-29 (0%)
Value$1.8M (+$136.2K)
Filed 2026-10-27
VCI Wealth Management LLC
NEW
Shares28,809
Change+28,809
Value$1.8M
Filed 2026-10-29
EverSource Wealth Advisors, LLC
DECREASED
Shares28,495 from 28,598
Change-103 (0%)
Value$1.8M (+$130.2K)
Filed 2026-11-04
Iowa State Bank
DECREASED
Shares28,488 from 29,634
Change-1,146 (-4%)
Value$1.8M (+$70.1K)
Filed 2026-10-06
Quadrant Capital Group LLC
INCREASED
Shares28,342 from 27,838
Change+504 (+2%)
Value$1.6M (+$2.1K)
Filed 2026-10-20
Norden Group LLC
DECREASED
Shares28,315 from 223,889
Change-195,574 (-87%)
Value$1.8M (-$11.1M)
Filed 2026-10-20
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares28,255 from 26,443
Change+1,812 (+7%)
Value$1.8M (+$239.5K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares28,154 from 28,237
Change-83 (0%)
Value$1.8M (+$129.8K)
Filed 2026-11-03
Bahl & Gaynor LLC
DECREASED
Shares27,972 from 28,240
Change-268 (-1%)
Value$1.7M (+$118.3K)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares27,844 from 30,225
Change-2,381 (-8%)
Value$1.7M (-$4.1K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED
Shares27,705 from 25,774
Change+1,931 (+7%)
Value$1.7M (+$243.7K)
Filed 2026-10-20
Alpha Omega Wealth Management LLC
INCREASED
Shares27,611 from 26,593
Change+1,018 (+4%)
Value$1.7M (+$190.6K)
Filed 2026-10-23
Stone Summit Wealth LLC
INCREASED
Shares27,604 from 24,808
Change+2,796 (+11%)
Value$1.7M (+$293.1K)
Filed 2026-10-14
Little House Capital LLC
INCREASED
Shares27,558 from 27,412
Change+146 (+1%)
Value$1.7M (+$140.1K)
Filed 2026-11-06
Nemes Rush Group LLC
DECREASED
Shares27,515 from 27,548
Change-33 (0%)
Value$1.7M (+$129.6K)
Filed 2026-11-04
Dudley Capital Management, LLC
UNCHANGED
Shares27,476 from 27,476
Change0 (0%)
Value$1.7M (+$131.3K)
Filed 2026-10-23
Busey Bank
DECREASED
Shares27,095 from 37,053
Change-9,958 (-27%)
Value$1.7M (-$444.3K)
Filed 2026-10-26
Silver Lake Advisory, LLC
INCREASED
Shares27,003 from 26,769
Change+234 (+1%)
Value$1.7M (+$142.6K)
Filed 2026-10-22
Burns J W & Co Inc
INCREASED
Shares26,949 from 26,774
Change+175 (+1%)
Value$1.7M (+$138.9K)
Filed 2026-10-20
Private Trust Co NA
DECREASED
Shares26,718 from 27,491
Change-773 (-3%)
Value$1.7M (+$83.2K)
Filed 2026-10-20
Corundum Group, Inc.
INCREASED
Shares26,645 from 25,813
Change+832 (+3%)
Value$1.7M (+$175.3K)
Filed 2026-10-28
Curated Wealth Partners LLC
INCREASED
Shares26,635 from 5,680
Change+20,955 (+369%)
Value$1.7M (+$1.3M)
Filed 2026-10-15
North Star Investment Management Corp.
INCREASED
Shares26,488 from 25,741
Change+747 (+3%)
Value$1.7M (+$169.7K)
Filed 2026-10-27
GFS Advisors, LLC
DECREASED
Shares26,440 from 26,710
Change-270 (-1%)
Value$1.7M (+$1.6M)
Filed 2026-11-03
Citizens National Bank Trust Department
DECREASED
Shares26,324 from 26,349
Change-25 (0%)
Value$1.6M (+$124.4K)
Filed 2026-11-04
Delta Financial Advisors LLC
DECREASED
Shares26,254 from 26,459
Change-205 (-1%)
Value$1.6M (+$113.6K)
Filed 2026-10-27
Forza Wealth Management, LLC
INCREASED
Shares26,035 from 24,137
Change+1,898 (+8%)
Value$1.6M (+$233.8K)
Filed 2026-10-20
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares26,028 from 26,049
Change-21 (0%)
Value$1.6M (+$123.2K)
Filed 2026-10-22
Peoples Financial Services Corp.
DECREASED
Shares25,883 from 26,066
Change-183 (-1%)
Value$1.6M (+$113.4K)
Filed 2026-10-20
Wealth Quarterback LLC
DECREASED
Shares25,856 from 26,938
Change-1,082 (-4%)
Value$1.6M (+$61.3K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares25,770 from 25,162
Change+608 (+2%)
Value$1.6M (+$158.2K)
Filed 2026-10-13
Burney Co/
INCREASED
Shares25,751 from 25,296
Change+455 (+2%)
Value$1.6M (+$149.3K)
Filed 2026-10-15
Viewpoint Capital Management LLC
INCREASED
Shares25,733 from 22,927
Change+2,806 (+12%)
Value$1.6M (+$284.7K)
Filed 2026-10-27
Aspen Investment Management Inc
INCREASED
Shares25,625 from 25,285
Change+340 (+1%)
Value$1.6K (+$142)
Filed 2026-11-05
Sierra Summit Advisors LLC
INCREASED
Shares25,591 from 24,647
Change+944 (+4%)
Value$1.6M (+$176.7K)
Filed 2026-10-28
Level Four Advisory Services, LLC
DECREASED
Shares25,578 from 29,492
Change-3,914 (-13%)
Value$1.6M (-$103.4K)
Filed 2026-11-06
KCM Investment Advisors LLC
INCREASED
Shares25,567 from 22,865
Change+2,702 (+12%)
Value$1.6M (+$277.9K)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
INCREASED
Shares25,497 from 25,387
Change+110 (+0%)
Value$1.6M (+$128.2K)
Filed 2026-10-16
Independent Investors Inc
UNCHANGED
Shares25,438 from 25,438
Change0 (0%)
Value$1.6M (+$121.6K)
Filed 2026-10-30
Philadelphia Trust Co
UNCHANGED
Shares25,425 from 25,425
Change0 (0%)
Value$1.6K (+$122)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares25,257 from 25,031
Change+226 (+1%)
Value$1.6M (+$133.8K)
Filed 2026-10-13
Summit Global Investments
INCREASED
Shares25,044 from 23,680
Change+1,364 (+6%)
Value$1.6K (+$199)
Filed 2026-10-28
Ignite Planners, LLC
INCREASED
Shares25,043 from 24,414
Change+629 (+3%)
Value$1.6M (+$175.1K)
Filed 2026-10-14
Iams Wealth Management, LLC
NEW
Shares24,964
Change+24,964
Value$1.6M
Filed 2026-10-15
MCF Advisors LLC
INCREASED
Shares24,789 from 17,023
Change+7,766 (+46%)
Value$1.5M (+$566.0K)
Filed 2026-10-28
Perpetual Ltd
DECREASED
Shares24,783 from 45,645
Change-20,862 (-46%)
Value$1.5M (-$1.1M)
Filed 2026-10-13
BAR Harbor Wealth Management
DECREASED
Shares24,776 from 25,120
Change-344 (-1%)
Value$1.5M (+$98.6K)
Filed 2026-10-21
Sovran Advisors, LLC
INCREASED
Shares24,759 from 10,409
Change+14,350 (+138%)
Value$1.5M (+$857.9K)
Filed 2026-11-02
Moody National Bank Trust Division
DECREASED
Shares24,649 from 25,150
Change-501 (-2%)
Value$1.5M (+$89.0K)
Filed 2026-10-06
Burford Brothers, Inc.
INCREASED
Shares24,575 from 23,457
Change+1,118 (+5%)
Value$1.5M (+$181.9K)
Filed 2026-10-21
Eagle Harbor Asset Management Inc
DECREASED
Shares24,539 from 24,852
Change-313 (-1%)
Value$1.5M (+$99.2K)
Filed 2026-10-21
Monument Capital Management
INCREASED
Shares24,484 from 12,867
Change+11,617 (+90%)
Value$1.5M (+$786.4K)
Filed 2026-10-09
Archer Investment Corp
INCREASED
Shares24,372 from 24,272
Change+100 (+0%)
Value$1.5M (+$122.3K)
Filed 2026-11-05
McKinney Capital Management, LLC
INCREASED
Shares24,352 from 22,523
Change+1,829 (+8%)
Value$1.5M (+$221.8K)
Filed 2026-11-06
Plimoth Trust Co LLC
DECREASED
Shares24,352 from 24,547
Change-195 (-1%)
Value$1.5M (+$105.2K)
Filed 2026-10-26
Westhampton Capital, LLC
DECREASED
Shares24,322 from 24,722
Change-400 (-2%)
Value$1.5M (+$93.2K)
Filed 2026-10-30
Verdence Capital Advisors LLC
INCREASED
Shares24,309 from 20,662
Change+3,647 (+18%)
Value$1.5M (+$326.3K)
Filed 2026-10-26
NTV Asset Management LLC
DECREASED
Shares24,139 from 25,439
Change-1,300 (-5%)
Value$1.5M (+$40.5K)
Filed 2026-10-23
Monarch Capital Management Inc
DECREASED
Shares23,783 from 23,815
Change-32 (0%)
Value$1.5M (+$111.8K)
Filed 2026-10-19
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares23,777 from 23,776
Change+1 (0%)
Value$1.5M (+$113.7K)
Filed 2026-10-07
Mengis Capital Management, Inc.
DECREASED
Shares23,739 from 40,778
Change-17,039 (-42%)
Value$1.5M (-$868.4K)
Filed 2026-10-13
Claro Advisors Inc.
DECREASED
Shares23,467 from 24,313
Change-846 (-3%)
Value$1.5M (+$63.4K)
Filed 2026-11-02
Avestar Capital, LLC
INCREASED
Shares23,466 from 16,003
Change+7,463 (+47%)
Value$1.5M (+$542.2K)
Filed 2026-10-28
Capital City Trust Co
INCREASED
Shares23,321 from 23,154
Change+167 (+1%)
Value$1.5M (+$121.1K)
Filed 2026-10-22
Gibraltar Capital Management, Inc.
DECREASED
Shares23,261 from 139,717
Change-116,456 (-83%)
Value$1.5M (-$6.6M)
Filed 2026-10-27
EagleClaw Capital Managment, LLC
DECREASED
Shares23,216 from 24,691
Change-1,475 (-6%)
Value$1.4M (+$26.0K)
Filed 2026-11-06
Citizens & Northern Corp
DECREASED
Shares23,176 from 23,628
Change-452 (-2%)
Value$1.4M (+$84.7K)
Filed 2026-11-06
Miller Financial Services LLC
DECREASED
Shares23,159 from 23,361
Change-202 (-1%)
Value$1.4M (+$99.0K)
Filed 2026-10-20
Ti-Trust, Inc
UNCHANGED
Shares23,089 from 23,089
Change0 (0%)
Value$1.4M (+$110.4K)
Filed 2026-10-21
Grove Bank & Trust
INCREASED
Shares23,039 from 22,434
Change+605 (+3%)
Value$1.4M (+$145.0K)
Filed 2026-10-08
Manske Wealth Management
DECREASED
Shares22,846 from 23,392
Change-546 (-2%)
Value$1.4M (+$77.7K)
Filed 2026-10-26
MTM Investment Management, LLC
INCREASED
Shares22,757 from 22,755
Change+2 (+0%)
Value$1.4M (+$108.9K)
Filed 2026-10-30
Wincap Financial LLC
DECREASED
Shares22,721 from 23,756
Change-1,035 (-4%)
Value$1.4M (+$49.0K)
Filed 2026-10-20
Trust Asset Management LLC
UNCHANGED
Shares22,705 from 22,705
Change0 (0%)
Value$1.4M (+$108.5K)
Filed 2026-11-03
Madden Securities Corp
UNCHANGED
Shares22,455 from 22,455
Change0 (0%)
Value$1.4M (+$107.3K)
Filed 2026-10-27
Greenleaf Trust
INCREASED
Shares22,406 from 21,894
Change+512 (+2%)
Value$1.4M (+$136.6K)
Filed 2026-10-29
Canandaigua National Bank & Trust Co
DECREASED
Shares22,306 from 23,502
Change-1,196 (-5%)
Value$1.4M (+$37.7K)
Filed 2026-10-07
Zions Bancorporation, National Association
INCREASED
Shares22,291 from 9,829
Change+12,462 (+127%)
Value$1.4M (+$824.6K)
Filed 2026-11-06
Quilter Plc
INCREASED
Shares22,252 from 21,225
Change+1,027 (+5%)
Value$1.4M (+$165.5K)
Filed 2026-10-21
Larson Financial Group LLC
DECREASED
Shares22,249 from 25,994
Change-3,745 (-14%)
Value$1.4M (-$109.4K)
Filed 2026-11-05
Tred Avon Family Wealth, LLC
DECREASED
Shares22,128 from 22,926
Change-798 (-3%)
Value$1.4M (+$59.8K)
Filed 2026-10-20
Howland Capital Management LLC
DECREASED
Shares22,074 from 22,408
Change-334 (-1%)
Value$1.4M (+$86.3K)
Filed 2026-10-22
Pekin Hardy Strauss, Inc.
DECREASED
Shares22,036 from 23,721
Change-1,685 (-7%)
Value$1.4M (+$8.2K)
Filed 2026-11-02
Concord Wealth Partners
INCREASED
Shares22,005 from 20,943
Change+1,062 (+5%)
Value$1.4M (+$166.4K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares21,966 from 12,229
Change+9,737 (+80%)
Value$1.4M (+$666.0K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares21,898 from 24,801
Change-2,903 (-12%)
Value$1.4M (-$62.5K)
Filed 2026-10-08
Wedmont Private Capital
INCREASED
Shares21,784 from 19,243
Change+2,541 (+13%)
Value$1.3M (+$189.8K)
Filed 2026-10-09
Koshinski Asset Management, Inc.
INCREASED
Shares21,704 from 21,669
Change+35 (+0%)
Value$1.4M (+$105.8K)
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares21,666 from 22,094
Change-428 (-2%)
Value$1.4M (+$78.9K)
Filed 2026-10-22
Eads & Heald Wealth Management
INCREASED
Shares21,637 from 18,330
Change+3,307 (+18%)
Value$1.4M (+$294.0K)
Filed 2026-10-29
Tritonpoint Wealth, LLC
INCREASED
Shares21,632 from 21,570
Change+62 (+0%)
Value$1.3M (+$107.0K)
Filed 2026-10-19
China Universal Asset Management Co., Ltd.
DECREASED
Shares21,600 from 27,000
Change-5,400 (-20%)
Value$1.4M (-$198.0K)
Filed 2026-10-28
Daytona Street Capital LLC
UNCHANGED
Shares21,587 from 21,587
Change0 (0%)
Value$1.3M (+$34.8K)
Filed 2026-10-15
Bangor Savings Bank
DECREASED
Shares21,567 from 23,737
Change-2,170 (-9%)
Value$1.3M (-$21.9K)
Filed 2026-10-06
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares21,546 from 23,558
Change-2,012 (-9%)
Value$1.3M (-$12.9K)
Filed 2026-10-15
Everhart Financial Group, Inc.
INCREASED
Shares21,496 from 21,040
Change+456 (+2%)
Value$1.3M (+$129.0K)
Filed 2026-10-08
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares21,481 from 18,045
Change+3,436 (+19%)
Value$1.3M (+$300.7K)
Filed 2026-10-13
Chapin Davis, Inc.
INCREASED
Shares21,432 from 21,427
Change+5 (+0%)
Value$1.3M (+$102.8K)
Filed 2026-10-09
Nicholas Wealth, Llc.
DECREASED
Shares21,289 from 22,205
Change-916 (-4%)
Value$1.3M (+$48.9K)
Filed 2026-10-26
TCV Trust & Wealth Management, Inc.
DECREASED
Shares21,233 from 21,651
Change-418 (-2%)
Value$1.3M (+$77.4K)
Filed 2026-10-16
Integrity Alliance, Llc.
DECREASED
Shares21,216 from 21,389
Change-173 (-1%)
Value$1.3M (+$91.4K)
Filed 2026-10-29
Riversedge Advisors, LLC
INCREASED
Shares21,212 from 19,575
Change+1,637 (+8%)
Value$1.3M (+$195.7K)
Filed 2026-10-09
Salem Investment Counselors Inc
DECREASED
Shares21,090 from 21,310
Change-220 (-1%)
Value$1.3M (+$88.1K)
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares21,017 from 11,646
Change+9,371 (+80%)
Value$1.3M (+$640.5K)
Filed 2026-10-26
Mystic Asset Management, Inc.
DECREASED
Shares21,009 from 21,037
Change-28 (0%)
Value$1.3M (+$98.8K)
Filed 2026-10-15
PKO Investment Management Joint-Stock Co
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$1.3M (+$100.4K)
Filed 2026-10-19
Angeles Wealth Management, LLC
INCREASED
Shares20,995 from 20,763
Change+232 (+1%)
Value$1.3M (+$113.7K)
Filed 2026-10-26
MH & Associates Securities Management Corp
DECREASED
Shares20,935 from 21,593
Change-658 (-3%)
Value$1.3M (+$62.2K)
Filed 2026-10-30
Eagle Rock Investment Company, LLC
INCREASED
Shares20,910 from 20,874
Change+36 (+0%)
Value$1.3M (+$102.0K)
Filed 2026-10-21
Carnegie Lake Advisors LLC
DECREASED
Shares20,903 from 23,077
Change-2,174 (-9%)
Value$1.3M (-$25.4K)
Filed 2026-11-06
Private Management Group Inc
INCREASED
Shares20,872 from 20,852
Change+20 (+0%)
Value$1.3M (+$100.9K)
Filed 2026-11-04
Gibbs Wealth Management
DECREASED
Shares20,731 from 26,988
Change-6,257 (-23%)
Value$1.3M (-$261.4K)
Filed 2026-10-22
TD Private Client Wealth LLC
INCREASED
Shares20,680 from 20,091
Change+589 (+3%)
Value$1.3M (+$132.8K)
Filed 2026-10-28
Chatham Capital Group, Inc.
DECREASED
Shares20,670 from 21,545
Change-875 (-4%)
Value$1.3M (+$48.4K)
Filed 2026-10-16
Summit Securities Group LLC
INCREASED
Shares20,625 from 1,783
Change+18,842 (+1057%)
Value$1.3M (+$1.2M)
Filed 2026-11-05
Lynch & Associates
INCREASED
Shares20,455 from 17,945
Change+2,510 (+14%)
Value$1.3M (+$242.4K)
Filed 2026-10-13
Platform Technology Partners
INCREASED
Shares20,388 from 20,385
Change+3 (+0%)
Value$1.3M (+$97.6K)
Filed 2026-11-02
First American Bank
DECREASED
Shares20,347 from 21,347
Change-1,000 (-5%)
Value$1.3M (+$39.6K)
Filed 2026-10-27
Bank & Trust Co
DECREASED
Shares20,210 from 20,387
Change-177 (-1%)
Value$1.3M (+$86.4K)
Filed 2026-10-07
Curbstone Financial Management Corp
DECREASED
Shares20,194 from 20,944
Change-750 (-4%)
Value$1.3M (+$53.3K)
Filed 2026-10-21
Miller Global Investments, LLC
DECREASED
Shares20,180 from 20,632
Change-452 (-2%)
Value$1.3M (+$70.4K)
Filed 2026-10-02
Axxcess Wealth Management, LLC
DECREASED
Shares20,173 from 64,132
Change-43,959 (-69%)
Value$1.3M (-$2.4M)
Filed 2026-10-21
SevenBridge Financial Group, LLC
DECREASED
Shares20,106 from 21,619
Change-1,513 (-7%)
Value$1.2M (-$159.0K)
Filed 2026-10-26
Carnegie Investment Counsel
INCREASED
Shares20,093 from 18,049
Change+2,044 (+11%)
Value$1.3M (+$213.8K)
Filed 2026-10-20
Probity Advisors, Inc.
INCREASED
Shares20,079 from 20,006
Change+73 (+0%)
Value$1.3M (+$100.2K)
Filed 2026-10-23
Prairie Advisory, LLC
INCREASED
Shares20,004 from 9,502
Change+10,502 (+111%)
Value$1.2M (+$700.7K)
Filed 2026-10-19
Oxler Private Wealth LLC
INCREASED
Shares20,002 from 19,816
Change+186 (+1%)
Value$1.2M (+$106.3K)
Filed 2026-10-21
Adirondack Trust Co
INCREASED
Shares19,933 from 19,711
Change+222 (+1%)
Value$1.2M (+$108.3K)
Filed 2026-10-14
Rahlfs Capital, LLC
UNCHANGED
Shares19,851 from 19,851
Change0 (0%)
Value$1.2M (+$94.9K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
DECREASED
Shares19,802 from 20,230
Change-428 (-2%)
Value$1.2M (+$70.0K)
Filed 2026-11-06
Equitable Trust Co
DECREASED
Shares19,731 from 20,829
Change-1,098 (-5%)
Value$1.2M (+$31.0K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares19,515 from 16,834
Change+2,681 (+16%)
Value$1.2M (+$247.8K)
Filed 2026-10-19
First City Capital Management, Inc.
UNCHANGED
Shares19,427 from 19,427
Change0 (0%)
Value$1.2M (+$92.9K)
Filed 2026-10-27
Concord Asset Management, LLC
INCREASED
Shares19,416 from 19,057
Change+359 (+2%)
Value$1.2M (+$113.5K)
Filed 2026-11-02
QTR Family Wealth, LLC
DECREASED
Shares19,234 from 21,847
Change-2,613 (-12%)
Value$1.2M (-$58.6K)
Filed 2026-11-02
Cigna Investments Inc
DECREASED
Shares19,211 from 19,319
Change-108 (-1%)
Value$1.2K (+$86)
Filed 2026-10-19
Investment Partners, Ltd.
INCREASED
Shares19,162 from 12,497
Change+6,665 (+53%)
Value$1.2M (+$475.6K)
Filed 2026-10-29
Jeppson Wealth Management, LLC
DECREASED
Shares19,091 from 19,211
Change-120 (-1%)
Value$1.2M (+$84.3K)
Filed 2026-10-20
Quadcap Wealth Management, LLC
DECREASED
Shares19,066 from 19,394
Change-328 (-2%)
Value$1.2M (+$72.3K)
Filed 2026-11-02
Davis Investment Partners, LLC
INCREASED
Shares19,024 from 15,381
Change+3,643 (+24%)
Value$1.2M (+$300.8K)
Filed 2026-11-05
OmniStar Financial Group, Inc.
DECREASED
Shares18,905 from 58,507
Change-39,602 (-68%)
Value$1.2M (-$2.2M)
Filed 2026-10-26
Integrated Advisors Network LLC
INCREASED
Shares18,905 from 17,597
Change+1,308 (+7%)
Value$1.2M (+$165.7K)
Filed 2026-10-20
First National Trust Co
DECREASED
Shares18,849 from 19,277
Change-428 (-2%)
Value$1.2M (+$65.4K)
Filed 2026-10-28
Investment Research Partners LLC
INCREASED
Shares18,834 from 16,698
Change+2,136 (+13%)
Value$1.2M (+$213.1K)
Filed 2026-10-19
Triumph Capital Management
DECREASED
Shares18,829 from 20,678
Change-1,849 (-9%)
Value$1.2M (-$16.5K)
Filed 2026-10-14
United Advisor Group, LLC
DECREASED
Shares18,796 from 28,224
Change-9,428 (-33%)
Value$1.2M (-$453.4K)
Filed 2026-11-03
Insight Inv LLC
INCREASED
Shares18,756 from 14,711
Change+4,045 (+28%)
Value$1.2M (+$322.7K)
Filed 2026-10-27
Pflug Koory, LLC
UNCHANGED
Shares18,688 from 18,688
Change0 (0%)
Value$1.2M (+$89.3K)
Filed 2026-10-26
Patten Group, Inc.
DECREASED
Shares18,661 from 19,094
Change-433 (-2%)
Value$1.2M (+$64.2K)
Filed 2026-10-26
Mcdonald Partners LLC
DECREASED
Shares18,632 from 28,302
Change-9,670 (-34%)
Value$1.2M (-$468.1K)
Filed 2026-11-03
W Advisors, LLC
INCREASED
Shares18,568 from 18,519
Change+49 (+0%)
Value$1.2M (+$91.6K)
Filed 2026-11-02
WBI Investments, LLC
DECREASED
Shares18,454 from 28,151
Change-9,697 (-34%)
Value$1.2M (-$470.6K)
Filed 2026-11-05
Cowa, LLC
DECREASED
Shares18,404 from 20,323
Change-1,919 (-9%)
Value$1.1M (-$22.6K)
Filed 2026-10-30
Aspiriant, LLC
DECREASED
Shares18,399 from 18,578
Change-179 (-1%)
Value$1.1M (+$77.6K)
Filed 2026-10-16
Nations Financial Group Inc,
DECREASED
Shares18,233 from 19,741
Change-1,508 (-8%)
Value$1.1M (+$281)
Filed 2026-11-05
Neumann Capital Management, LLC
UNCHANGED
Shares18,123 from 18,123
Change0 (0%)
Value$1.1M (+$86.6K)
Filed 2026-10-15
Ledyard National Bank
INCREASED
Shares18,076 from 17,142
Change+934 (+5%)
Value$1.1M (+$140.2K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED
Shares18,060 from 13,420
Change+4,640 (+35%)
Value$1.1M (+$353.2K)
Filed 2026-11-05
1620 Investment Advisors, Inc.
INCREASED
Shares18,052 from 17,612
Change+440 (+3%)
Value$1.1M (+$111.6K)
Filed 2026-11-04
Newman Dignan & Sheerar, Inc.
INCREASED
Shares17,956 from 17,344
Change+612 (+4%)
Value$1.1M (+$121.1K)
Filed 2026-10-21
Keudell ison Wealth Management
DECREASED
Shares17,947 from 19,945
Change-1,998 (-10%)
Value$1.1M (-$29.3K)
Filed 2026-10-16
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares17,900 from 17,900
Change0 (0%)
Value$1.0M ($0)
Filed 2026-10-15
Crew Capital Management, Ltd
INCREASED
Shares17,871 from 16,907
Change+964 (+6%)
Value$1.1M (+$141.0K)
Filed 2026-10-28
Verus Capital Partners, LLC
DECREASED
Shares17,787 from 17,858
Change-71 (0%)
Value$1.1M (+$80.9K)
Filed 2026-11-03
71 West Capital Partners
INCREASED
Shares17,761 from 16,821
Change+940 (+6%)
Value$1.1M (+$139.1K)
Filed 2026-11-04
ZWJ Investment Counsel Inc
INCREASED
Shares17,747 from 16,867
Change+880 (+5%)
Value$1.1M (+$135.5K)
Filed 2026-10-15
Intrua Financial, LLC
DECREASED
Shares17,647 from 19,442
Change-1,795 (-9%)
Value$1.1M (-$19.1K)
Filed 2026-10-28
Personal CFO Solutions, LLC
DECREASED
Shares17,562 from 19,397
Change-1,835 (-9%)
Value$1.1M (-$21.8K)
Filed 2026-11-06
Portside Wealth Group, LLC
DECREASED
Shares17,539 from 23,957
Change-6,418 (-27%)
Value$1.1M (-$286.0K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
INCREASED
Shares17,444 from 17,209
Change+235 (+1%)
Value$1.1M (+$97.0K)
Filed 2026-10-14
Asset Planning,Inc
DECREASED
Shares17,332 from 17,382
Change-50 (0%)
Value$1.1M (+$80.0K)
Filed 2026-10-26
Hanson & Doremus Investment Management
DECREASED
Shares17,317 from 18,157
Change-840 (-5%)
Value$1.1K (+$35)
Filed 2026-10-16
Towne Trust Company, N.a
INCREASED
Shares17,301 from 16,251
Change+1,050 (+6%)
Value$1.1M (+$143.2K)
Filed 2026-10-28
Investors Asset Management of Georgia Inc
DECREASED
Shares17,135 from 17,235
Change-100 (-1%)
Value$1.1M (+$76.2K)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
DECREASED
Shares17,089 from 17,829
Change-740 (-4%)
Value$1.1M (+$39.0K)
Filed 2026-10-26
Ipswich Investment Management Co., Inc.
DECREASED
Shares17,029 from 17,229
Change-200 (-1%)
Value$1.1M (+$69.9K)
Filed 2026-10-13
WealthTrust Asset Management, LLC
NEW
Shares16,969
Change+16,969
Value$1.1M
Filed 2026-10-22
Balefire, LLC
DECREASED
Shares16,968 from 18,299
Change-1,331 (-7%)
Value$1.1M (+$4.4K)
Filed 2026-10-09
Range Financial Group LLC
INCREASED
Shares16,951 from 15,837
Change+1,114 (+7%)
Value$1.1M (+$145.2K)
Filed 2026-10-21
Aljian Capital Management, LLC
DECREASED
Shares16,940 from 17,011
Change-71 (0%)
Value$1.1M (+$76.9K)
Filed 2026-10-28
Means Investment Co., Inc.
DECREASED
Shares16,937 from 17,080
Change-143 (-1%)
Value$1.1M (+$72.7K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
DECREASED
Shares16,844 from 17,475
Change-631 (-4%)
Value$1.1M (+$44.1K)
Filed 2026-11-06
Park National Corp
DECREASED
Shares16,817 from 17,062
Change-245 (-1%)
Value$1.0M (+$66.3K)
Filed 2026-10-05
Founders Financial Securities LLC
INCREASED
Shares16,792 from 16,689
Change+103 (+1%)
Value$1.0M (+$86.2K)
Filed 2026-10-28
Journey Advisory Group, LLC
DECREASED
Shares16,755 from 17,141
Change-386 (-2%)
Value$1.0M (+$57.8K)
Filed 2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares16,731 from 14,381
Change+2,350 (+16%)
Value$1.0M (+$215.4K)
Filed 2026-10-15
Granite Islands Private Wealth, LLC
INCREASED
Shares16,722 from 14,380
Change+2,342 (+16%)
Value$1.0M (+$214.9K)
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares16,709 from 17,545
Change-836 (-5%)
Value$1.0M (+$31.7K)
Filed 2026-10-14
Sentry LLC
DECREASED
Shares16,689 from 17,273
Change-584 (-3%)
Value$1.0M (+$46.1K)
Filed 2026-10-30
Patten & Patten Inc
DECREASED
Shares16,675 from 17,480
Change-805 (-5%)
Value$1.0M (+$33.3K)
Filed 2026-10-26
Tempus Wealth Planning, LLC
INCREASED
Shares16,596 from 15,761
Change+835 (+5%)
Value$1.0M (+$127.5K)
Filed 2026-10-14
S-Bank Fund Management Ltd
INCREASED
Shares16,494 from 15,694
Change+800 (+5%)
Value$1.0M (+$124.9K)
Filed 2026-11-06
Letson Investment Management, Inc.
UNCHANGED
Shares16,493 from 16,493
Change0 (0%)
Value$1.0M (+$78.8K)
Filed 2026-11-05
Trust Point Inc.
INCREASED
Shares16,441 from 13,912
Change+2,529 (+18%)
Value$1.0M (+$224.3K)
Filed 2026-10-27
Uhlmann Price Securities, LLC
DECREASED
Shares16,432 from 17,169
Change-737 (-4%)
Value$1.0M (+$36.0K)
Filed 2026-11-03
Palisade Asset Management, LLC
DECREASED
Shares16,390 from 16,490
Change-100 (-1%)
Value$1.0M (+$72.6K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED
Shares16,342 from 12,766
Change+3,576 (+28%)
Value$1.0M (+$284.2K)
Filed 2026-10-08
Emerald Advisors, LLC
DECREASED
Shares16,323 from 21,378
Change-5,055 (-24%)
Value$1.0M (-$213.2K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares16,286 from 12,792
Change+3,494 (+27%)
Value$972.3K (+$230.7K)
Filed 2026-10-08
Avaii Wealth Management, LLC
DECREASED
Shares16,252 from 17,077
Change-825 (-5%)
Value$993.8K (+$9.9K)
Filed 2026-10-09
Knuff & Co LLC
DECREASED
Shares16,238 from 16,438
Change-200 (-1%)
Value$1.0M (+$66.1K)
Filed 2026-11-06
Cornerstone Wealth Group, LLC
INCREASED
Shares16,207 from 15,440
Change+767 (+5%)
Value$1.0M (+$121.7K)
Filed 2026-11-02
Acropolis Investment Management, LLC
DECREASED
Shares16,204 from 17,771
Change-1,567 (-9%)
Value$1.0M (-$12.8K)
Filed 2026-10-08
VAN Strum & Towne Inc.
DECREASED
Shares16,188 from 16,392
Change-204 (-1%)
Value$1.0M (+$65.6K)
Filed 2026-11-06
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares16,074 from 19,450
Change-3,376 (-17%)
Value$1.0M (-$117.7K)
Filed 2026-11-02
Capstone Capital Management Ltd
INCREASED
Shares15,953 from 14,109
Change+1,844 (+13%)
Value$995.5K (+$182.5K)
Filed 2026-10-21
Reynders McVeigh Capital Management, LLC
DECREASED
Shares15,949 from 17,998
Change-2,049 (-11%)
Value$995.2K (+$994.2K)
Filed 2026-10-30
San Luis Wealth Advisors LLC
DECREASED
Shares15,947 from 17,454
Change-1,507 (-9%)
Value$995.1K (-$10.6K)
Filed 2026-10-27
Hengehold Capital Management LLC
INCREASED
Shares15,935 from 15,920
Change+15 (+0%)
Value$994.4K (+$77.1K)
Filed 2026-10-16
Raab & Moskowitz Asset Management LLC
DECREASED
Shares15,933 from 16,300
Change-367 (-2%)
Value$994.2K (+$55.0K)
Filed 2026-11-02
MBM Wealth Consultants, LLC
INCREASED
Shares15,882 from 14,057
Change+1,825 (+13%)
Value$991.0K (+$181.1K)
Filed 2026-10-20
Hunter Associates Investment Management LLC
DECREASED
Shares15,804 from 15,806
Change-2 (0%)
Value$983.0K (+$982.1K)
Filed 2026-10-26
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares15,795 from 15,795
Change0 (0%)
Value$985.6K (+$75.5K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares15,706 from 19,363
Change-3,657 (-19%)
Value$980.1K (-$135.7K)
Filed 2026-10-13
Ardent Capital Management, Inc.
UNCHANGED
Shares15,675 from 15,675
Change0 (0%)
Value$978.1K (+$74.9K)
Filed 2026-10-16
First National Bank Sioux Falls
INCREASED
Shares15,639 from 9,195
Change+6,444 (+70%)
Value$975.9K (+$433.7K)
Filed 2026-10-13
Fruth Investment Management
UNCHANGED
Shares15,605 from 15,605
Change0 (0%)
Value$973.0K (+$972.1K)
Filed 2026-10-13
Wealth Alliance Advisory Group, LLC
DECREASED
Shares15,597 from 15,689
Change-92 (-1%)
Value$973.3K (+$69.3K)
Filed 2026-10-14
Inlet Private Wealth, LLC
DECREASED
Shares15,581 from 17,331
Change-1,750 (-10%)
Value$972.3K (-$26.4K)
Filed 2026-10-21
Kimelman & Baird, LLC
UNCHANGED
Shares15,525 from 15,525
Change0 (0%)
Value$968.8K (+$74.2K)
Filed 2026-11-03
Prudent Man Advisors, LLC
INCREASED
Shares15,464 from 12,088
Change+3,376 (+28%)
Value$965.0K (+$268.4K)
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares15,401 from 15,760
Change-359 (-2%)
Value$961.0K (+$52.9K)
Filed 2026-11-03
Kesler, Norman & Wride, LLC
NEW
Shares15,260
Change+15,260
Value$952.2K
Filed 2026-11-06
Asset Advisory Group, Inc.
DECREASED
Shares15,254 from 16,054
Change-800 (-5%)
Value$951.9K (+$26.8K)
Filed 2026-10-20
Hedges Asset Management LLC
UNCHANGED
Shares15,250 from 15,250
Change0 (0%)
Value$951.6K (+$72.9K)
Filed 2026-10-29
Welch Group, LLC
INCREASED
Shares15,200 from 13,167
Change+2,033 (+15%)
Value$948.5K (+$189.8K)
Filed 2026-10-29
BigSur Wealth Management LLC
UNCHANGED
Shares15,200 from 15,200
Change0 (0%)
Value$948.5K (+$72.7K)
Filed 2026-10-13
bLong Financial, LLC
UNCHANGED
Shares15,052 from 15,052
Change0 (0%)
Value$939.2K (+$71.9K)
Filed 2026-10-29
Tobam
DECREASED
Shares15,032 from 36,844
Change-21,812 (-59%)
Value$938 (-$1.2K)
Filed 2026-11-03
Lazari Capital Management, Inc.
DECREASED
Shares14,962 from 17,208
Change-2,246 (-13%)
Value$933.6K (-$57.9K)
Filed 2026-10-20
Paradigm Asset Management Co LLC
DECREASED
Shares14,900 from 20,400
Change-5,500 (-27%)
Value$929.8K (-$245.7K)
Filed 2026-11-05
Alliance Private Wealth, LLC
DECREASED
Shares14,895 from 15,897
Change-1,002 (-6%)
Value$929.4K (+$13.5K)
Filed 2026-10-20
Almanack Investment Partners, Llc.
DECREASED
Shares14,862 from 14,979
Change-117 (-1%)
Value$927.4K (+$64.3K)
Filed 2026-11-03
Alta Advisers Ltd
INCREASED
Shares14,817 from 7,750
Change+7,067 (+91%)
Value$924.6K (+$478.0K)
Filed 2026-11-02
Washington Trust Co
DECREASED
Shares14,779 from 14,851
Change-72 (0%)
Value$922.2K (+$66.5K)
Filed 2026-10-22
Commerce Advisors, LLC
INCREASED
Shares14,723 from 14,688
Change+35 (+0%)
Value$918.7K (+$72.4K)
Filed 2026-10-19
Compass Financial Management LLC
DECREASED
Shares14,628 from 14,966
Change-338 (-2%)
Value$912.8K (-$18.7K)
Filed 2026-10-30
AMG National Trust Bank
DECREASED
Shares14,612 from 14,664
Change-52 (0%)
Value$911.8K (+$66.8K)
Filed 2026-11-05
Sanders Morris Harris LLC
NEW
Shares14,607
Change+14,607
Value$912.6K
Filed 2026-10-14
Procyon Advisors, LLC
DECREASED
Shares14,584 from 16,718
Change-2,134 (-13%)
Value$910.0K (-$53.3K)
Filed 2026-10-21
SYM Financial Corp
INCREASED
Shares14,532 from 14,012
Change+520 (+4%)
Value$906.8K (+$99.5K)
Filed 2026-10-26
EPG Wealth Management LLC
INCREASED
Shares14,529 from 14,133
Change+396 (+3%)
Value$906.6K (+$92.3K)
Filed 2026-11-03
Roman Butler Fullerton & Co
DECREASED
Shares14,516 from 27,189
Change-12,673 (-47%)
Value$854.0K (-$759.4K)
Filed 2026-10-27
Fire Capital Management LLC
INCREASED
Shares14,474 from 10,020
Change+4,454 (+44%)
Value$903.2K (+$325.8K)
Filed 2026-10-27
Mechanics Bank Trust Department
DECREASED
Shares14,442 from 19,485
Change-5,043 (-26%)
Value$901.2K (-$221.5K)
Filed 2026-10-13
Landmark Wealth Management, LLC
UNCHANGED
Shares14,424 from 14,424
Change0 (0%)
Value$900.1K (+$68.9K)
Filed 2026-11-03
Cohen Capital Management, Inc.
UNCHANGED
Shares14,350 from 14,350
Change0 (0%)
Value$895.4K (+$68.6K)
Filed 2026-10-14
Triangle Securities Wealth Management
DECREASED
Shares14,296 from 15,015
Change-719 (-5%)
Value$892.1K (+$26.9K)
Filed 2026-10-14
Pavion Blue Capital, LLC
UNCHANGED
Shares14,208 from 14,208
Change0 (0%)
Value$886.6K (+$67.9K)
Filed 2026-11-05
FSM Wealth Advisors, LLC
DECREASED
Shares14,146 from 14,570
Change-424 (-3%)
Value$842.8K (+$3.3K)
Filed 2026-10-27
Net Worth Advisory Group
DECREASED
Shares14,106 from 15,492
Change-1,386 (-9%)
Value$866.9K (-$25.7K)
Filed 2026-10-20
Meridian Management Co
UNCHANGED
Shares14,037 from 14,037
Change0 (0%)
Value$875.9K (+$67.1K)
Filed 2026-11-06
Machina Capital S.A.S.
DECREASED
Shares13,993 from 28,863
Change-14,870 (-52%)
Value$873.2K (-$789.9K)
Filed 2026-11-05
Golden Reserve Retirement LLC
NEW
Shares13,922
Change+13,922
Value$868.7K
Filed 2026-11-02
Vaughan & Co Securities, Inc.
DECREASED
Shares13,888 from 14,738
Change-850 (-6%)
Value$866.6K (+$17.4K)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares13,860 from 5,931
Change+7,929 (+134%)
Value$864.9K (+$523.2K)
Filed 2026-10-30
Abel Hall, LLC
DECREASED
Shares13,852 from 20,767
Change-6,915 (-33%)
Value$864.4K (-$332.2K)
Filed 2026-10-19
Cookson Peirce & Co Inc
INCREASED
Shares13,837 from 9,943
Change+3,894 (+39%)
Value$863.4K (+$290.5K)
Filed 2026-10-30
Confluence Wealth Services, Inc.
DECREASED
Shares13,783 from 16,256
Change-2,473 (-15%)
Value$860.0K (-$76.6K)
Filed 2026-11-05
Wealth Effects LLC
UNCHANGED
Shares13,775 from 13,775
Change0 (0%)
Value$859.6K (+$65.8K)
Filed 2026-10-23
USA Financial Formulas
NEW
Shares13,760
Change+13,760
Value$858.6K
Filed 2026-10-16
Altura Wealth Advisors Inc.
INCREASED
Shares13,717 from 13,556
Change+161 (+1%)
Value$856.0K (+$74.9K)
Filed 2026-10-22
Hardy Reed LLC
INCREASED
Shares13,599 from 8,689
Change+4,910 (+57%)
Value$848.6K (+$347.9K)
Filed 2026-11-06
Physicians Financial Services, Inc.
DECREASED
Shares13,592 from 13,692
Change-100 (-1%)
Value$848 (+$59)
Filed 2026-11-04
Sylvest Advisors, LLC
DECREASED
Shares13,572 from 13,854
Change-282 (-2%)
Value$846.9K (+$48.6K)
Filed 2026-10-26
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares13,467 from 13,451
Change+16 (+0%)
Value$840.3K (+$65.3K)
Filed 2026-10-19
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares13,428 from 13,428
Change0 (0%)
Value$837.9K (+$64.2K)
Filed 2026-10-26
Atlas Brown,Inc.
UNCHANGED
Shares13,373 from 13,373
Change0 (0%)
Value$834.5K (+$63.9K)
Filed 2026-10-09
3Chopt Investment Partners, LLC
INCREASED
Shares13,307 from 11,859
Change+1,448 (+12%)
Value$830.4K (+$147.0K)
Filed 2026-10-30
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares13,277 from 9,917
Change+3,360 (+34%)
Value$828.5K (+$257.1K)
Filed 2026-10-15
Legacy Wealth Asset Management, LLC
INCREASED
Shares13,231 from 13,139
Change+92 (+1%)
Value$825.6K (+$68.5K)
Filed 2026-10-09
BLB&B Advisors, LLC
DECREASED
Shares13,186 from 16,056
Change-2,870 (-18%)
Value$822.8K (-$102.3K)
Filed 2026-10-27
Manchester Capital Management LLC
DECREASED
Shares13,068 from 13,165
Change-97 (-1%)
Value$815.4K (+$56.9K)
Filed 2026-10-22
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares13,041 from 13,041
Change0 (0%)
Value$813.8K (+$62.3K)
Filed 2026-11-02
Childress Capital Advisors, LLC
INCREASED
Shares13,014 from 12,974
Change+40 (+0%)
Value$812.1K (+$64.5K)
Filed 2026-10-28
Lantz Financial LLC
INCREASED
Shares12,932 from 12,833
Change+99 (+1%)
Value$807.0K (+$67.6K)
Filed 2026-10-15
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares12,925 from 13,098
Change-173 (-1%)
Value$806.5K (+$51.8K)
Filed 2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares12,813 from 13,758
Change-945 (-7%)
Value$799.5K (+$6.8K)
Filed 2026-11-03
Plan Group Financial, LLC
INCREASED
Shares12,796 from 11,399
Change+1,397 (+12%)
Value$789.3K (+$132.5K)
Filed 2026-10-22
Cooper Financial Group
INCREASED
Shares12,784 from 12,387
Change+397 (+3%)
Value$797.7K (+$84.0K)
Filed 2026-10-07
Cobblestone Asset Management LLC
UNCHANGED
Shares12,772 from 12,772
Change0 (0%)
Value$797.0K (+$61.1K)
Filed 2026-10-13
Generali Investments, Management Co LLC
DECREASED
Shares12,720 from 17,276
Change-4,556 (-26%)
Value$793.7K (-$201.7K)
Filed 2026-10-19
Uncommon Cents Investing Inc
INCREASED
Shares12,718 from 12,588
Change+130 (+1%)
Value$793.6K (+$68.3K)
Filed 2026-10-20
LVM Capital Management LTD
UNCHANGED
Shares12,694 from 12,694
Change0 (0%)
Value$792.1K (+$791.4K)
Filed 2026-10-20
Old North State Wealth Management, LLC
INCREASED
Shares12,689 from 12,246
Change+443 (+4%)
Value$792.7K (+$86.1K)
Filed 2026-10-22
Montecito Bank & Trust
INCREASED
Shares12,679 from 12,596
Change+83 (+1%)
Value$791.2K (+$65.4K)
Filed 2026-10-01
Clear Harbor Asset Management, LLC
INCREASED
Shares12,651 from 11,971
Change+680 (+6%)
Value$789.4K (+$99.7K)
Filed 2026-11-05
Summit Financial Wealth Advisors, LLC
DECREASED
Shares12,610 from 12,990
Change-380 (-3%)
Value$786.9K (+$38.4K)
Filed 2026-10-15
Obermeyer Wealth Partners
INCREASED
Shares12,602 from 12,532
Change+70 (+1%)
Value$786.4K (+$64.3K)
Filed 2026-10-21
Wendell David Associates Inc
UNCHANGED
Shares12,578 from 12,578
Change0 (0%)
Value$785 (+$60)
Filed 2026-10-27
Gold Investment Management Ltd.
UNCHANGED
Shares12,542 from 12,542
Change0 (0%)
Value$782.6K (+$60.0K)
Filed 2026-10-19
City Holding Co
DECREASED
Shares12,536 from 14,061
Change-1,525 (-11%)
Value$782.2K (-$27.8K)
Filed 2026-10-19
Northwest Wealth Management, LLC
INCREASED
Shares12,506 from 12,488
Change+18 (+0%)
Value$780.4K (+$60.8K)
Filed 2026-10-30
Plancorp, LLC
DECREASED
Shares12,503 from 16,457
Change-3,954 (-24%)
Value$781.2K (-$195.3K)
Filed 2026-11-03
KRS Capital Management, LLC
INCREASED
Shares12,500 from 11,808
Change+692 (+6%)
Value$780.0K (+$99.6K)
Filed 2026-10-16
D'Orazio & Associates, Inc.
INCREASED
Shares12,479 from 8,406
Change+4,073 (+48%)
Value$778.7K (+$294.3K)
Filed 2026-11-04
Kentucky Trust Co
INCREASED
Shares12,458 from 12,378
Change+80 (+1%)
Value$777.4K (+$64.2K)
Filed 2026-10-15
SFE Investment Counsel
INCREASED
Shares12,412 from 12,212
Change+200 (+2%)
Value$774.5K (+$70.9K)
Filed 2026-10-29
626 Financial, LLC
INCREASED
Shares12,378 from 12,372
Change+6 (+0%)
Value$772.4K (+$59.5K)
Filed 2026-11-04
Portfolio Design Labs, LLC
INCREASED
Shares12,340 from 12,294
Change+46 (+0%)
Value$770.0K (+$61.6K)
Filed 2026-11-04
Axxion S.A.
UNCHANGED
Shares12,332 from 12,332
Change0 (0%)
Value$769.5K (+$58.9K)
Filed 2026-10-22
Bill Few Associates, Inc.
INCREASED
Shares12,327 from 11,876
Change+451 (+4%)
Value$769.2K (+$84.9K)
Filed 2026-10-09
Park Edge Advisors, LLC
DECREASED
Shares12,316 from 14,381
Change-2,065 (-14%)
Value$768.5K (-$60.1K)
Filed 2026-10-28
Lewis Asset Management, LLC
INCREASED
Shares12,235 from 11,994
Change+241 (+2%)
Value$763.4K (+$72.3K)
Filed 2026-10-14
Boston Trust Walden Corp
INCREASED
Shares12,231 from 12,222
Change+9 (+0%)
Value$763.2K (+$59.0K)
Filed 2026-10-30
Patrick Mauro Investment Advisor, Inc.
DECREASED
Shares12,225 from 47,612
Change-35,387 (-74%)
Value$762.8K (-$2.0M)
Filed 2026-11-06
New Wave Wealth Advisors LLC
NEW
Shares12,183
Change+12,183
Value$696.8K
Filed 2026-10-19
TSP Capital Management Group, LLC
UNCHANGED
Shares12,175 from 12,175
Change0 (0%)
Value$759.7K (+$58.2K)
Filed 2026-10-15
Nautilus Advisors LLC
DECREASED
Shares12,092 from 12,345
Change-253 (-2%)
Value$754.5K (+$43.7K)
Filed 2026-10-07
SeaCrest Wealth Management, LLC
DECREASED
Shares12,082 from 13,634
Change-1,552 (-11%)
Value$753.9K (-$31.7K)
Filed 2026-10-21
Waters Parkerson & Co., LLC
INCREASED
Shares12,057 from 12,037
Change+20 (+0%)
Value$752.4K (+$58.8K)
Filed 2026-11-04
Northcape Wealth Management, LLC
INCREASED
Shares12,045 from 11,898
Change+147 (+1%)
Value$751.6K (+$66.0K)
Filed 2026-11-04
Essex Bank
DECREASED
Shares12,029 from 13,528
Change-1,499 (-11%)
Value$750.6K (-$28.7K)
Filed 2026-10-16
CV Advisors LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$748.8K (+$57.4K)
Filed 2026-10-13
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$748.8K (+$57.4K)
Filed 2026-10-20
Blue Trust, Inc.
DECREASED
Shares11,990 from 16,168
Change-4,178 (-26%)
Value$748.2K (-$183.4K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
INCREASED
Shares11,981 from 11,961
Change+20 (+0%)
Value$747.6K (+$58.4K)
Filed 2026-10-19
Davidson Trust Co
DECREASED
Shares11,978 from 12,206
Change-228 (-2%)
Value$747.4K (+$44.1K)
Filed 2026-10-09
Symphony Financial, Ltd. Co.
INCREASED
Shares11,783 from 10,467
Change+1,316 (+13%)
Value$743.8K (+$134.9K)
Filed 2026-10-22
Tortuga Wealth Management, Inc
DECREASED
Shares11,762 from 13,228
Change-1,466 (-11%)
Value$734.0K (-$28.2K)
Filed 2026-10-27
Argos Wealth Advisors, LLC
UNCHANGED
Shares11,693 from 11,693
Change0 (0%)
Value$729.6K (+$55.9K)
Filed 2026-11-02
Syverson Strege & Co
INCREASED
Shares11,687 from 8,978
Change+2,709 (+30%)
Value$729.3K (+$212.0K)
Filed 2026-11-02
Cove Private Wealth, LLC
INCREASED
Shares11,684 from 11,575
Change+109 (+1%)
Value$729.1K (+$62.1K)
Filed 2026-10-28
Smith Salley Wealth Management
INCREASED
Shares11,660 from 11,437
Change+223 (+2%)
Value$727.6K (+$68.6K)
Filed 2026-11-03
Waldron Private Wealth LLC
DECREASED
Shares11,605 from 11,814
Change-209 (-2%)
Value$724.2K (+$43.4K)
Filed 2026-11-02
Oslo Pensjonsforsikring AS
UNCHANGED
Shares11,556 from 11,556
Change0 (0%)
Value$721.1K (+$55.2K)
Filed 2026-10-15
Quadrant Private Wealth Management, LLC
NEW
Shares11,542
Change+11,542
Value$720.2K
Filed 2026-11-04
Bison Wealth, LLC
INCREASED
Shares11,447 from 9,226
Change+2,221 (+24%)
Value$659.1K (+$136.0K)
Filed 2026-10-13
Michels Family Financial, LLC
DECREASED
Shares11,438 from 11,553
Change-115 (-1%)
Value$713.7K (+$48.1K)
Filed 2026-11-02
Convergence Financial, LLC
DECREASED
Shares11,332 from 17,333
Change-6,001 (-35%)
Value$707.1K (-$291.6K)
Filed 2026-10-27
Richwood Investment Advisors, LLC
DECREASED
Shares11,252 from 11,312
Change-60 (-1%)
Value$702.1K (+$50.3K)
Filed 2026-10-30
Moneco Advisors, LLC
DECREASED
Shares11,183 from 11,852
Change-669 (-6%)
Value$697.8K (+$14.9K)
Filed 2026-11-05
Leonteq Securities AG
DECREASED
Shares11,173 from 12,628
Change-1,455 (-12%)
Value$697.2K (-$30.4K)
Filed 2026-10-29
Indiana Trust & Investment Management Co
DECREASED
Shares11,169 from 11,769
Change-600 (-5%)
Value$696.9K (+$18.8K)
Filed 2026-10-22
111 Capital
INCREASED
Shares11,113 from 5,419
Change+5,694 (+105%)
Value$693.5K (+$381.2K)
Filed 2026-11-03
Chicago Capital, LLC
DECREASED
Shares11,070 from 11,250
Change-180 (-2%)
Value$690.8K (+$42.5K)
Filed 2026-10-13
Blueprint Investment Partners LLC
NEW
Shares11,008
Change+11,008
Value$686.9K
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares10,954 from 12,304
Change-1,350 (-11%)
Value$683.6K (-$25.4K)
Filed 2026-10-16
Avail Investment Partners, LLC
INCREASED
Shares10,953 from 9,746
Change+1,207 (+12%)
Value$683.5K (+$121.9K)
Filed 2026-10-16
Grandfield & Dodd, LLC
UNCHANGED
Shares10,826 from 10,826
Change0 (0%)
Value$675.5K (+$51.7K)
Filed 2026-10-29
Cardinal Point Capital Management ULC
UNCHANGED
Shares10,818 from 10,818
Change0 (0%)
Value$675.0K (+$51.7K)
Filed 2026-10-21
Seelaus Asset Management LLC
INCREASED
Shares10,783 from 9,530
Change+1,253 (+13%)
Value$672.8K (+$123.7K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
INCREASED
Shares10,759 from 10,745
Change+14 (+0%)
Value$671.4K (+$52.3K)
Filed 2026-10-15
Mccarter Private Wealth Services LLC
DECREASED
Shares10,722 from 10,747
Change-25 (0%)
Value$669.1K (+$49.8K)
Filed 2026-10-22
First Nebraska Trust Co
DECREASED
Shares10,719 from 10,907
Change-188 (-2%)
Value$668.9K (+$40.4K)
Filed 2026-10-30
YHB Investment Advisors, Inc.
DECREASED
Shares10,683 from 10,753
Change-70 (-1%)
Value$666.6K (+$47.0K)
Filed 2026-10-08
Pictet North America Advisors SA
NEW
Shares10,654
Change+10,654
Value$664.8K
Filed 2026-10-21
Oakworth Capital, Inc.
INCREASED
Shares10,583 from 10,513
Change+70 (+1%)
Value$660.4K (+$61.3K)
Filed 2026-10-26
Unique Wealth Strategies, LLC
UNCHANGED
Shares10,582 from 10,582
Change0 (0%)
Value$609.7K ($0)
Filed 2026-10-13
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares10,554 from 10,729
Change-175 (-2%)
Value$658.6K (+$40.4K)
Filed 2026-10-14
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$655.2K (+$50.2K)
Filed 2026-11-06
Principle Wealth Partners LLC
DECREASED
Shares10,485 from 11,000
Change-515 (-5%)
Value$654.3K (+$20.5K)
Filed 2026-11-02
Ipsen Advisor Group LLC
DECREASED
Shares10,475 from 10,857
Change-382 (-4%)
Value$653.7K (+$28.1K)
Filed 2026-10-29
Bright Futures Wealth Management, Llc.
INCREASED
Shares10,455 from 10,163
Change+292 (+3%)
Value$652.4K (+$66.8K)
Filed 2026-10-23
Wealth Advisory Solutions, LLC
DECREASED
Shares10,428 from 10,798
Change-370 (-3%)
Value$650.7K (+$28.5K)
Filed 2026-10-20
Ariadne Wealth Management, LP
DECREASED
Shares10,419 from 12,726
Change-2,307 (-18%)
Value$650.1K (-$83.1K)
Filed 2026-11-06
RMR Wealth Builders
DECREASED
Shares10,355 from 11,291
Change-936 (-8%)
Value$646.1K (-$4.4K)
Filed 2026-10-22
Woodmont Investment Counsel LLC
DECREASED
Shares10,339 from 10,507
Change-168 (-2%)
Value$645.2K (+$39.7K)
Filed 2026-10-29
Retirement Planning Co of New England, Inc.
DECREASED
Shares10,312 from 10,883
Change-571 (-5%)
Value$643.4K (+$16.4K)
Filed 2026-10-15
Facet Wealth, Inc.
INCREASED
Shares10,305 from 8,331
Change+1,974 (+24%)
Value$643.0K (+$163.0K)
Filed 2026-11-04
Deseret Mutual Benefit Administrators
DECREASED
Shares10,239 from 11,752
Change-1,513 (-13%)
Value$638.9K (-$38.2K)
Filed 2026-11-04
Tower Trust & Investment Co
INCREASED
Shares10,222 from 10,147
Change+75 (+1%)
Value$637.8K (+$53.3K)
Filed 2026-10-28
Hartford Financial Management Inc.
UNCHANGED
Shares10,183 from 10,183
Change0 (0%)
Value$635.4K (+$48.7K)
Filed 2026-10-21
Focused Alpha, LLC
DECREASED
Shares10,178 from 10,253
Change-75 (-1%)
Value$635.1K (+$44.3K)
Filed 2026-10-20
Biltmore Family Office, LLC
UNCHANGED
Shares10,147 from 10,147
Change0 (0%)
Value$633.2K (+$48.5K)
Filed 2026-11-03
Hilltop National Bank
INCREASED
Shares10,145 from 6,422
Change+3,723 (+58%)
Value$633.0K (+$263.0K)
Filed 2026-10-14
Atwood & Palmer Inc
DECREASED
Shares10,128 from 11,728
Change-1,600 (-14%)
Value$632.0K (-$43.8K)
Filed 2026-10-08
Embree Financial Group
INCREASED
Shares10,082 from 6,342
Change+3,740 (+59%)
Value$629.1K (+$263.7K)
Filed 2026-10-22
Wolff Financial Management LLC
UNCHANGED
Shares10,050 from 10,050
Change0 (0%)
Value$627.1K (+$48.0K)
Filed 2026-10-23
Baxter Bros Inc
UNCHANGED
Shares9,965 from 9,965
Change0 (0%)
Value$621.8K (+$47.6K)
Filed 2026-11-04
Jackson Square Capital, LLC
INCREASED
Shares9,925 from 9,490
Change+435 (+5%)
Value$619.3K (+$72.5K)
Filed 2026-10-19
Fulton Bank, N.A.
DECREASED
Shares9,923 from 10,505
Change-582 (-6%)
Value$619.2K (+$13.9K)
Filed 2026-10-14
RHS Financial, LLC
DECREASED
Shares9,911 from 11,816
Change-1,905 (-16%)
Value$618.4K (-$62.4K)
Filed 2026-10-13
Alpine Bank Wealth Management
DECREASED
Shares9,867 from 9,893
Change-26 (0%)
Value$615.7K (+$45.7K)
Filed 2026-10-16
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares9,812 from 9,754
Change+58 (+1%)
Value$612.3K (+$50.3K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
INCREASED
Shares9,804 from 6,662
Change+3,142 (+47%)
Value$611.7K (+$207.7K)
Filed 2026-10-13
Aries Wealth Management
DECREASED
Shares9,794 from 10,794
Change-1,000 (-9%)
Value$611.1K (-$10.8K)
Filed 2026-10-23
Fairvoy Private Wealth, LLC
INCREASED
Shares9,786 from 5,053
Change+4,733 (+94%)
Value$610.6K (+$319.5K)
Filed 2026-10-19
J. Derek Lewis & Associates Inc.
INCREASED
Shares9,774 from 9,773
Change+1 (+0%)
Value$609.9K (+$46.8K)
Filed 2026-11-03
Cohen Investment Advisors LLC
INCREASED
Shares9,740 from 9,581
Change+159 (+2%)
Value$607.8K (+$55.7K)
Filed 2026-10-20
True Private Wealth Advisors
INCREASED
Shares9,736 from 9,727
Change+9 (+0%)
Value$607.5K (+$47.1K)
Filed 2026-10-19
MBL Wealth, LLC
INCREASED
Shares9,719 from 8,305
Change+1,414 (+17%)
Value$606.5K (+$127.9K)
Filed 2026-10-22
Forbes J M & Co LLP
INCREASED
Shares9,636 from 9,548
Change+88 (+1%)
Value$601.3K (+$51.1K)
Filed 2026-10-16
Root Financial Partners, LLC
DECREASED
Shares9,555 from 9,675
Change-120 (-1%)
Value$596.2K (+$38.8K)
Filed 2026-10-21
Nichols & Pratt Advisers LLP
UNCHANGED
Shares9,525 from 9,525
Change0 (0%)
Value$585.4K (+$36.6K)
Filed 2026-10-13
Aull & Monroe Investment Management Corp
INCREASED
Shares9,514 from 9,214
Change+300 (+3%)
Value$593.7K (+$62.8K)
Filed 2026-10-16
Ballast Rock Private Wealth LLC
DECREASED
Shares9,512 from 9,527
Change-15 (0%)
Value$593.5K (+$44.6K)
Filed 2026-10-26
Xcel Wealth Management, LLC
DECREASED
Shares9,460 from 9,821
Change-361 (-4%)
Value$590.3K (+$24.4K)
Filed 2026-10-26
New Hampshire Trust
DECREASED
Shares9,432 from 9,927
Change-495 (-5%)
Value$588.6K (+$16.6K)
Filed 2026-10-20
Catalyst Financial Partners LLC
INCREASED
Shares9,410 from 8,894
Change+516 (+6%)
Value$587.2K (+$74.7K)
Filed 2026-11-06
CFS Investment Advisory Services, LLC
DECREASED
Shares9,338 from 9,415
Change-77 (-1%)
Value$556.5K (+$9.2K)
Filed 2026-10-19
Union Savings Bank
DECREASED
Shares9,317 from 9,389
Change-72 (-1%)
Value$581.4K (+$40.5K)
Filed 2026-10-14
Advisor OS, LLC
DECREASED
Shares9,309 from 9,461
Change-152 (-2%)
Value$580.9K (+$35.8K)
Filed 2026-11-03
StoneX Group Inc.
DECREASED
Shares9,270 from 9,503
Change-233 (-2%)
Value$578.4K (+$30.9K)
Filed 2026-11-03
Retirement Planning Group, LLC
INCREASED
Shares9,239 from 7,841
Change+1,398 (+18%)
Value$576.5K (+$124.7K)
Filed 2026-10-19
Mainsail Asset Management, LLC
DECREASED
Shares9,230 from 11,956
Change-2,726 (-23%)
Value$550.0K (-$176.2K)
Filed 2026-10-14
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares9,207 from 9,731
Change-524 (-5%)
Value$574.5K (+$13.8K)
Filed 2026-10-13
Masterinvest Kapitalanlage GmbH
DECREASED
Shares9,181 from 9,194
Change-13 (0%)
Value$572.9K (+$43.1K)
Filed 2026-11-03
Patrick M Sweeney & Associates, Inc
INCREASED
Shares9,171 from 8,286
Change+885 (+11%)
Value$572.3K (+$94.8K)
Filed 2026-10-22
Home Federal Bank of Tennessee
UNCHANGED
Shares9,159 from 9,159
Change0 (0%)
Value$571.5K (+$43.8K)
Filed 2026-10-15
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares9,132 from 15,732
Change-6,600 (-42%)
Value$569.8K (-$336.3K)
Filed 2026-10-21
Vanguard Capital Wealth Advisors
DECREASED
Shares9,100 from 9,127
Change-27 (0%)
Value$567.8K (+$42.0K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED
Shares9,084 from 8,439
Change+645 (+8%)
Value$566.8K (+$80.5K)
Filed 2026-10-27
Ironwood Financial, llc
UNCHANGED
Shares9,054 from 9,054
Change0 (0%)
Value$565.0K (+$27.7K)
Filed 2026-10-20
Formidable Asset Management, LLC
INCREASED
Shares9,044 from 9,040
Change+4 (+0%)
Value$521.1K (-$27.2K)
Filed 2026-11-03
Fiduciary Alliance LLC
INCREASED
Shares9,028 from 8,832
Change+196 (+2%)
Value$563.3K (+$54.4K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares8,949 from 8,764
Change+185 (+2%)
Value$558.4K (+$53.4K)
Filed 2026-10-19
Allegheny Financial Group
INCREASED
Shares8,895 from 8,665
Change+230 (+3%)
Value$555.1K (+$55.7K)
Filed 2026-11-05
Investment Partners Asset Management, Inc.
DECREASED
Shares8,894 from 9,337
Change-443 (-5%)
Value$555.0K (+$17.0K)
Filed 2026-10-09
City State Bank
INCREASED
Shares8,813 from 8,431
Change+382 (+5%)
Value$549.9K (+$64.1K)
Filed 2026-10-20
Southern Financial Group, LLC
DECREASED
Shares8,730 from 8,834
Change-104 (-1%)
Value$544.8K (+$35.8K)
Filed 2026-10-30
LCM Capital Management Inc
DECREASED
Shares8,722 from 8,930
Change-208 (-2%)
Value$544.3K (+$29.7K)
Filed 2026-10-20
Walker Asset Management, LLC
INCREASED
Shares8,701 from 8,616
Change+85 (+1%)
Value$542.9K (+$46.5K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares8,699 from 6,403
Change+2,296 (+36%)
Value$542.8K (+$173.9K)
Filed 2026-10-21
Opinicus Capital, Inc.
DECREASED
Shares8,689 from 9,025
Change-336 (-4%)
Value$542.2K (+$22.2K)
Filed 2026-10-28
Trust Co
DECREASED
Shares8,677 from 41,125
Change-32,448 (-79%)
Value$541.4K (-$1.8M)
Filed 2026-10-09
Occidental Asset Management, LLC
INCREASED
Shares8,670 from 7,807
Change+863 (+11%)
Value$541.0K (+$91.2K)
Filed 2026-11-05
StoneRidge PMG Advisors, LLC
NEW
Shares8,668
Change+8,668
Value$541
Filed 2026-11-04
Presilium Private Wealth, LLC
INCREASED
Shares8,664 from 4,137
Change+4,527 (+109%)
Value$540.6K (+$302.3K)
Filed 2026-10-26
Powell Investment Advisors, LLC
UNCHANGED
Shares8,653 from 8,653
Change0 (0%)
Value$539.9K (+$41.4K)
Filed 2026-10-22
First Financial Corp
UNCHANGED
Shares8,635 from 8,635
Change0 (0%)
Value$538.8K (+$41.3K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares8,626 from 8,419
Change+207 (+2%)
Value$538.3K (+$53.2K)
Filed 2026-10-05
Evansbrook LLC
UNCHANGED
Shares8,612 from 8,612
Change0 (0%)
Value$537.4K (+$41.2K)
Filed 2026-10-16
Central Pacific Bank - Trust Division
DECREASED
Shares8,584 from 12,054
Change-3,470 (-29%)
Value$535.6K (-$158.9K)
Filed 2026-10-06
Vista Investment Partners II, LLC
INCREASED
Shares8,559 from 8,443
Change+116 (+1%)
Value$534.1K (+$47.6K)
Filed 2026-10-15
Wealth Dimensions Group, Ltd.
DECREASED
Shares8,531 from 8,551
Change-20 (0%)
Value$532.3K (+$39.6K)
Filed 2026-11-02
Platt Investment Counsel, LLC
UNCHANGED
Shares8,525 from 8,525
Change0 (0%)
Value$532.0K (+$40.7K)
Filed 2026-10-07
Beaumont Financial Advisors, LLC
DECREASED
Shares8,512 from 8,606
Change-94 (-1%)
Value$531.1K (+$35.3K)
Filed 2026-10-22
Larry Mathis Financial Planning, LLC
DECREASED
Shares8,492 from 8,897
Change-405 (-5%)
Value$529.9K (+$17.3K)
Filed 2026-10-26
Steph & Co
INCREASED
Shares8,491 from 8,045
Change+446 (+6%)
Value$529.8K (+$66.3K)
Filed 2026-10-07
Jackson Creek Investment Advisors LLC
INCREASED
Shares8,480 from 5,800
Change+2,680 (+46%)
Value$529 (+$150)
Filed 2026-11-04
Benin Management Corp
DECREASED
Shares8,465 from 9,790
Change-1,325 (-14%)
Value$528.2K (-$35.9K)
Filed 2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares8,457 from 8,457
Change0 (0%)
Value$527.7K (+$40.4K)
Filed 2026-10-23
PW Nova Financial Services LLC
INCREASED
Shares8,454 from 6,932
Change+1,522 (+22%)
Value$527.5K (+$128.1K)
Filed 2026-10-15
Accurate Wealth Management, LLC
INCREASED
Shares8,446 from 8,259
Change+187 (+2%)
Value$478.7K (+$3.2K)
Filed 2026-10-20
Innova Wealth Partners
INCREASED
Shares8,424 from 8,239
Change+185 (+2%)
Value$525.7K (+$50.9K)
Filed 2026-10-21
Kassira Wealth Management LLC
UNCHANGED
Shares8,398 from 8,398
Change0 (0%)
Value$524.0K (+$40.1K)
Filed 2026-10-28
L. Roy Papp & Associates, LLP
INCREASED
Shares8,366 from 8,252
Change+114 (+1%)
Value$522.0K (+$46.6K)
Filed 2026-10-21
First Financial Bank - Trust Division
DECREASED
Shares8,354 from 8,455
Change-101 (-1%)
Value$521.3K (+$34.1K)
Filed 2026-10-01
Harold Davidson & Associates Inc.
UNCHANGED
Shares8,350 from 8,350
Change0 (0%)
Value$521.0K (+$39.9K)
Filed 2026-10-29
M.E. Allison & Co., Inc.
INCREASED
Shares8,319 from 8,318
Change+1 (+0%)
Value$519.1K (+$39.8K)
Filed 2026-10-09
Harbor Investment Advisory, LLC
DECREASED
Shares8,299 from 8,368
Change-69 (-1%)
Value$517.9K (+$35.7K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares8,270 from 7,813
Change+457 (+6%)
Value$516.0K (+$65.9K)
Filed 2026-10-13
GC Wealth Management RIA, LLC
INCREASED
Shares8,244 from 5,864
Change+2,380 (+41%)
Value$514.4K (+$176.5K)
Filed 2026-11-02
Thompson Investment Management, Inc.
DECREASED
Shares8,240 from 105,721
Change-97,481 (-92%)
Value$514.2K (-$5.6M)
Filed 2026-10-14
Independence Bank of Kentucky
INCREASED
Shares8,215 from 7,756
Change+459 (+6%)
Value$512.6K (+$65.7K)
Filed 2026-10-26
Capital Square, LLC
INCREASED
Shares8,184 from 5,085
Change+3,099 (+61%)
Value$510.7K (+$217.9K)
Filed 2026-10-19
OceanIQ Capital, LLC
INCREASED
Shares8,170 from 7,970
Change+200 (+3%)
Value$463.0K (-$44.0K)
Filed 2026-10-19
Investors Research Corp
DECREASED
Shares8,135 from 8,628
Change-493 (-6%)
Value$507.6K (+$10.5K)
Filed 2026-10-07
Texas Bank & Trust Co
UNCHANGED
Shares8,135 from 8,135
Change0 (0%)
Value$507.6K (+$38.9K)
Filed 2026-11-04
Marathon Capital Management
DECREASED
Shares8,129 from 8,325
Change-196 (-2%)
Value$507.3K (+$27.6K)
Filed 2026-10-23
Nordwand Advisors, LLC
INCREASED
Shares8,126 from 8,100
Change+26 (+0%)
Value$507.1K (+$40.3K)
Filed 2026-11-05
HCR Wealth Advisors
INCREASED
Shares8,048 from 7,365
Change+683 (+9%)
Value$502.2K (+$77.8K)
Filed 2026-10-15
Armstrong, Fleming & Moore, Inc
INCREASED
Shares8,039 from 8,015
Change+24 (+0%)
Value$501.6K (+$39.8K)
Filed 2026-10-28
Invested Advisors
INCREASED
Shares8,007 from 7,241
Change+766 (+11%)
Value$499.6K (+$82.4K)
Filed 2026-10-23
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares8,007 from 8,007
Change0 (0%)
Value$499.6K (+$38.3K)
Filed 2026-10-15
Parkside Investments, LLC
NEW
Shares8,000
Change+8,000
Value$499.2K
Filed 2026-10-20
Norway Savings Bank
UNCHANGED
Shares7,993 from 7,993
Change0 (0%)
Value$498.8K (+$38.2K)
Filed 2026-10-20
Vaughan David Investments LLC
INCREASED
Shares7,966 from 7,066
Change+900 (+13%)
Value$497 (+$90)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares7,897 from 6,183
Change+1,714 (+28%)
Value$492.8K (+$136.5K)
Filed 2026-10-13
Fiduciary Financial Group, LLC
INCREASED
Shares7,848 from 7,846
Change+2 (+0%)
Value$489.7K (+$37.6K)
Filed 2026-10-13
Calamos Wealth Management LLC
INCREASED
Shares7,837 from 7,517
Change+320 (+4%)
Value$489.0K (+$55.9K)
Filed 2026-11-02
Van Cleef Asset Management,Inc
DECREASED
Shares7,821 from 8,494
Change-673 (-8%)
Value$488.0K (-$1.4K)
Filed 2026-10-20
Focused Wealth Management, Inc
INCREASED
Shares7,811 from 7,585
Change+226 (+3%)
Value$487.4K (+$50.4K)
Filed 2026-10-30
Legacy Advisors, LLC
DECREASED
Shares7,806 from 8,051
Change-245 (-3%)
Value$487.1K (+$23.2K)
Filed 2026-10-19
Enterprise Financial Services Corp
INCREASED
Shares7,696 from 7,683
Change+13 (+0%)
Value$480.2K (+$37.5K)
Filed 2026-11-03
Legacy Private Trust Co.
UNCHANGED
Shares7,655 from 7,655
Change0 (0%)
Value$477.7K (+$36.6K)
Filed 2026-10-06
Onyx Bridge Wealth Group LLC
DECREASED
Shares7,636 from 8,126
Change-490 (-6%)
Value$476.5K (+$8.3K)
Filed 2026-10-16
Arista Wealth Management, LLC
INCREASED
Shares7,616 from 7,585
Change+31 (+0%)
Value$475.2K (+$38.2K)
Filed 2026-10-29
Narus Financial Partners, LLC
INCREASED
Shares7,606 from 6,636
Change+970 (+15%)
Value$474.6K (+$92.2K)
Filed 2026-10-19
Atala Financial Inc
UNCHANGED
Shares7,592 from 7,592
Change0 (0%)
Value$473.7K (+$36.3K)
Filed 2026-10-22
Accredited Investors Inc.
DECREASED
Shares7,580 from 7,916
Change-336 (-4%)
Value$473.0K (+$16.9K)
Filed 2026-11-03
Live Oak Investment Partners
DECREASED
Shares7,568 from 7,945
Change-377 (-5%)
Value$472.2K (+$14.5K)
Filed 2026-10-23
William B. Walkup & Associates, Inc.
INCREASED
Shares7,524 from 7,074
Change+450 (+6%)
Value$469.5K (+$61.9K)
Filed 2026-11-05
Mcdaniel Terry & Co
UNCHANGED
Shares7,519 from 7,519
Change0 (0%)
Value$469.2K (+$35.9K)
Filed 2026-11-05
SBK Financial, Inc.
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$468.0K (+$35.9K)
Filed 2026-11-02
Triad Wealth Partners, LLC
INCREASED
Shares7,484 from 7,310
Change+174 (+2%)
Value$467.0K (-$11.5K)
Filed 2026-10-26
Bank of New Hampshire
INCREASED
Shares7,442 from 7,042
Change+400 (+6%)
Value$464.4K (+$58.6K)
Filed 2026-10-06
Commons Capital, LLC
INCREASED
Shares7,422 from 7,414
Change+8 (+0%)
Value$463.2K (+$36.0K)
Filed 2026-11-05
Bernardo Wealth Planning LLC
NEW
Shares7,394
Change+7,394
Value$461.3K
Filed 2026-10-23
Dumont & Blake Investment Advisors LLC
INCREASED
Shares7,387 from 7,378
Change+9 (+0%)
Value$460.9K (+$35.8K)
Filed 2026-10-28
Lantern Wealth Advisors, LLC
DECREASED
Shares7,376 from 17,270
Change-9,894 (-57%)
Value$460.2K (-$534.8K)
Filed 2026-10-22
Westside Investment Management, Inc.
INCREASED
Shares7,341 from 6,884
Change+457 (+7%)
Value$456.6K (+$59.9K)
Filed 2026-11-02
Everett Harris & Co
DECREASED
Shares7,323 from 7,723
Change-400 (-5%)
Value$457.0K (+$12.0K)
Filed 2026-10-28
AM Investment Strategies LLC
INCREASED
Shares7,303 from 7,289
Change+14 (+0%)
Value$456 (+$36)
Filed 2026-11-05
Guardian Investment Management
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$455.5K (+$34.7K)
Filed 2026-10-23
True Wealth Design, LLC
DECREASED
Shares7,283 from 7,785
Change-502 (-6%)
Value$454.5K (+$5.9K)
Filed 2026-10-13
Birch Hill Investment Advisors LLC
INCREASED
Shares7,282 from 5,782
Change+1,500 (+26%)
Value$454.4K (+$121.2K)
Filed 2026-10-16
Bath Savings Trust Co
DECREASED
Shares7,267 from 8,080
Change-813 (-10%)
Value$453.5K (-$12.1K)
Filed 2026-10-07
Rayburn West Financial Services LLC
NEW
Shares7,235
Change+7,235
Value$451.5K
Filed 2026-11-03
Laurel Wealth Advisors LLC
INCREASED
Shares7,224 from 7,150
Change+74 (+1%)
Value$450.8K (+$38.8K)
Filed 2026-10-27
Denver PWM, LLC
UNCHANGED
Shares7,211 from 7,211
Change0 (0%)
Value$450.0K (-$10.3K)
Filed 2026-10-22
Alhambra Investment Management LLC
INCREASED
Shares7,203 from 7,185
Change+18 (+0%)
Value$449.5K (+$35.5K)
Filed 2026-10-15
New South Capital Management Inc
UNCHANGED
Shares7,189 from 7,189
Change0 (0%)
Value$448.6K (+$34.4K)
Filed 2026-11-05
Perkins Capital Management Inc
UNCHANGED
Shares7,180 from 7,180
Change0 (0%)
Value$448.0K (+$34.3K)
Filed 2026-11-02
Albert D Mason Inc
DECREASED
Shares7,175 from 7,218
Change-43 (-1%)
Value$447.7K (+$31.8K)
Filed 2026-10-27
TBH Global Asset Management, LLC
INCREASED
Shares7,168 from 7,162
Change+6 (+0%)
Value$447.3K (+$34.7K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
INCREASED
Shares7,150 from 7,050
Change+100 (+1%)
Value$446.1K (+$40.0K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
DECREASED
Shares7,123 from 7,708
Change-585 (-8%)
Value$444.5K (+$340)
Filed 2026-10-28
BankPlus Wealth Management LLC
DECREASED
Shares7,123 from 7,258
Change-135 (-2%)
Value$444.6K (+$26.4K)
Filed 2026-10-13
Pioneer Trust Bank N A
INCREASED
Shares7,116 from 5,610
Change+1,506 (+27%)
Value$444.0K (+$120.8K)
Filed 2026-11-06
Flagship Wealth Advisors, LLC
DECREASED
Shares7,115 from 7,331
Change-216 (-3%)
Value$444.0K (+$21.6K)
Filed 2026-11-03
Boltwood Capital Management
INCREASED
Shares7,107 from 6,937
Change+170 (+2%)
Value$443.5K (+$43.8K)
Filed 2026-10-02
Gables Capital Management Inc.
DECREASED
Shares7,090 from 7,190
Change-100 (-1%)
Value$442.4K (+$28.1K)
Filed 2026-11-04
Lawood & Co
DECREASED
Shares7,011 from 7,561
Change-550 (-7%)
Value$437.5K (+$1.8K)
Filed 2026-10-09
Beacon Investment Advisory Services, Inc.
DECREASED
Shares6,986 from 7,200
Change-214 (-3%)
Value$435.9K (+$21.1K)
Filed 2026-10-13
Old Mission Investment Co LLC
INCREASED
Shares6,982 from 6,607
Change+375 (+6%)
Value$435.7K (+$55.0K)
Filed 2026-10-22
Souders Financial Advisors
INCREASED
Shares6,968 from 6,899
Change+69 (+1%)
Value$434.8K (+$37.3K)
Filed 2026-11-03
Anchyra Partners LLC
INCREASED
Shares6,910 from 6,625
Change+285 (+4%)
Value$431.2K (+$49.5K)
Filed 2026-10-13
MBA Advisors LLC
INCREASED
Shares6,910 from 6,717
Change+193 (+3%)
Value$431.2K (+$44.2K)
Filed 2026-10-29
PDS Planning, Inc
DECREASED
Shares6,896 from 6,958
Change-62 (-1%)
Value$430.3K (+$29.4K)
Filed 2026-11-03
First County Bank
DECREASED
Shares6,879 from 7,016
Change-137 (-2%)
Value$429.3K (+$25.0K)
Filed 2026-10-13
Cornerstone Advisory, LLC
INCREASED
Shares6,872 from 6,585
Change+287 (+4%)
Value$428.8K (+$49.3K)
Filed 2026-11-06
1900 Wealth Management LLC
INCREASED
Shares6,819 from 5,736
Change+1,083 (+19%)
Value$425.5K (+$95.0K)
Filed 2026-10-13
First Bancorp, Inc
DECREASED
Shares6,802 from 7,257
Change-455 (-6%)
Value$424.4K (+$6.3K)
Filed 2026-10-26
Tamar Securities, LLC
DECREASED
Shares6,781 from 9,082
Change-2,301 (-25%)
Value$423.2K (-$100.2K)
Filed 2026-11-03
Valley Brook Capital Group, Inc.
UNCHANGED
Shares6,770 from 6,770
Change0 (0%)
Value$422.4K (+$32.4K)
Filed 2026-10-26
Summit Asset Management, LLC
INCREASED
Shares6,767 from 6,059
Change+708 (+12%)
Value$422.2K (+$73.1K)
Filed 2026-11-05
Arvest Investments, Inc.
DECREASED
Shares6,762 from 6,805
Change-43 (-1%)
Value$422.0K (+$29.8K)
Filed 2026-10-21
Connecticut Wealth Management, LLC
NEW
Shares6,723
Change+6,723
Value$419.5K
Filed 2026-10-13
waypoint wealth counsel
INCREASED
Shares6,708 from 6,351
Change+357 (+6%)
Value$418.6K (+$52.6K)
Filed 2026-10-22
Wilkins Investment Counsel Inc
UNCHANGED
Shares6,700 from 6,700
Change0 (0%)
Value$418.1K (+$32.0K)
Filed 2026-11-03
Natural Investments, LLC
DECREASED
Shares6,699 from 7,650
Change-951 (-12%)
Value$418.0K (-$22.0K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares6,688 from 6,673
Change+15 (+0%)
Value$417.3K (+$32.8K)
Filed 2026-10-27
Sterling Wealth Management, Inc.
UNCHANGED
Shares6,686 from 6,686
Change0 (0%)
Value$417.2K (+$32.0K)
Filed 2026-10-23
Westover Capital Advisors, LLC
INCREASED
Shares6,682 from 4,182
Change+2,500 (+60%)
Value$417.0K (+$176.0K)
Filed 2026-10-26
Capstone Wealth Management, LLC
UNCHANGED
Shares6,667 from 6,667
Change0 (0%)
Value$416.0K (+$31.9K)
Filed 2026-11-02
Penbrook Management LLC
UNCHANGED
Shares6,615 from 6,615
Change0 (0%)
Value$412.8K (+$31.6K)
Filed 2026-10-16
Todd Asset Management LLC
INCREASED
Shares6,606 from 6,350
Change+256 (+4%)
Value$412.2K (+$46.3K)
Filed 2026-10-27
Hohimer Wealth Management, LLC
INCREASED
Shares6,603 from 6,314
Change+289 (+5%)
Value$412.0K (+$48.2K)
Filed 2026-11-04
Klingman & Associates, LLC
INCREASED
Shares6,573 from 4,166
Change+2,407 (+58%)
Value$410.2K (+$170.1K)
Filed 2026-10-20
RS Crum Inc.
UNCHANGED
Shares6,570 from 6,570
Change0 (0%)
Value$410.0K (+$31.4K)
Filed 2026-10-19
Coastline Trust Co
DECREASED
Shares6,565 from 6,665
Change-100 (-1%)
Value$409.7K (+$25.6K)
Filed 2026-10-01
Eagle Bay Advisors LLC
INCREASED
Shares6,536 from 6,368
Change+168 (+3%)
Value$407.8K (+$40.9K)
Filed 2026-10-16
Silverlake Wealth Management LLC
INCREASED
Shares6,518 from 6,410
Change+108 (+2%)
Value$406.7K (+$37.4K)
Filed 2026-10-21
Valmark Advisers, Inc.
DECREASED
Shares6,504 from 6,530
Change-26 (0%)
Value$405.9K (+$29.6K)
Filed 2026-11-06
Argyle Capital Partners, LLC
DECREASED
Shares6,479 from 6,628
Change-149 (-2%)
Value$404.3K (+$22.4K)
Filed 2026-10-23
WoodTrust Financial Corp
UNCHANGED
Shares6,435 from 6,435
Change0 (0%)
Value$402 (+$31)
Filed 2026-10-09
Northeast Investment Management
UNCHANGED
Shares6,407 from 6,407
Change0 (0%)
Value$399.8K (+$30.6K)
Filed 2026-10-30
State of Wyoming
DECREASED
Shares6,383 from 7,237
Change-854 (-12%)
Value$398.3K (-$18.7K)
Filed 2026-10-28
Family Wealth Partners, LLC
UNCHANGED
Shares6,383 from 6,383
Change0 (0%)
Value$398.3K (+$30.5K)
Filed 2026-10-20
Garrett Wealth Advisory Group, LLC
INCREASED
Shares6,375 from 6,364
Change+11 (+0%)
Value$397.8K (+$31.1K)
Filed 2026-10-22
Key FInancial Inc
DECREASED
Shares6,335 from 7,939
Change-1,604 (-20%)
Value$395.3K (-$62.1K)
Filed 2026-11-02
JGP Global Gestao de Recursos Ltda.
INCREASED
Shares6,333 from 6,154
Change+179 (+3%)
Value$395.2K (+$40.6K)
Filed 2026-10-16
Canandaigua National Trust Co of Florida
NEW
Shares6,322
Change+6,322
Value$394.5K
Filed 2026-10-07
Grace & White Inc
UNCHANGED
Shares6,293 from 6,293
Change0 (0%)
Value$392.7K (+$30.1K)
Filed 2026-10-23
Smallwood Wealth Investment Management, LLC
DECREASED
Shares6,291 from 6,574
Change-283 (-4%)
Value$392.6K (+$13.8K)
Filed 2026-10-30
Cromwell Holdings LLC
DECREASED
Shares6,282 from 6,661
Change-379 (-6%)
Value$392.0K (+$8.2K)
Filed 2026-10-28
McLean Asset Management Corp
DECREASED
Shares6,270 from 6,472
Change-202 (-3%)
Value$395.8K (-$26.8K)
Filed 2026-11-06
West Wealth Group, LLC
INCREASED
Shares6,266 from 5,833
Change+433 (+7%)
Value$391.0K (+$54.9K)
Filed 2026-10-14
Mather Group, Llc.
INCREASED
Shares6,259 from 5,722
Change+537 (+9%)
Value$390.6K (+$60.9K)
Filed 2026-10-14
Moss Adams Wealth Advisors LLC
DECREASED
Shares6,249 from 6,462
Change-213 (-3%)
Value$389.9K (+$17.6K)
Filed 2026-10-28
J. Team Financial, Inc.
DECREASED
Shares6,248 from 6,294
Change-46 (-1%)
Value$389.9K (+$27.2K)
Filed 2026-11-03
Keystone Wealth Services, LLC
DECREASED
Shares6,232 from 6,410
Change-178 (-3%)
Value$391.7K (+$22.4K)
Filed 2026-11-03
Community Bank & Trust, Waco, Texas
NEW
Shares6,210
Change+6,210
Value$388
Filed 2026-10-19
NWF Advisory Services Inc.
DECREASED
Shares6,199 from 6,255
Change-56 (-1%)
Value$386.8K (+$26.4K)
Filed 2026-10-19
Keating Investment Counselors Inc
UNCHANGED
Shares6,182 from 6,182
Change0 (0%)
Value$385.8K (+$29.6K)
Filed 2026-10-14
SmartHarvest Portfolios, LLC
INCREASED
Shares6,160 from 6,040
Change+120 (+2%)
Value$384.4K (+$36.4K)
Filed 2026-10-26
Cross Staff Investments Inc
DECREASED
Shares6,150 from 6,350
Change-200 (-3%)
Value$383.7K (+$17.9K)
Filed 2026-10-22
Post Resch Tallon Group Inc.
INCREASED
Shares6,136 from 6,119
Change+17 (+0%)
Value$382.9K (+$30.3K)
Filed 2026-10-09
Richards, Merrill & Peterson, Inc.
DECREASED
Shares6,129 from 6,400
Change-271 (-4%)
Value$382.4K (+$13.6K)
Filed 2026-10-19
TMB Capital Partners, LLC
DECREASED
Shares6,111 from 6,630
Change-519 (-8%)
Value$381.3K (-$704)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares6,055 from 6,055
Change0 (0%)
Value$348.8K ($0)
Filed 2026-10-26
Salzhauer Michael
UNCHANGED
Shares6,053 from 6,053
Change0 (0%)
Value$377.7K (+$28.9K)
Filed 2026-10-28
Ifrah Financial Services, Inc.
INCREASED
Shares6,049 from 6,015
Change+34 (+1%)
Value$377.4K (+$30.8K)
Filed 2026-10-13
Income Insurance Ltd
UNCHANGED
Shares6,049 from 6,049
Change0 (0%)
Value$377.5K (+$28.9K)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares6,038 from 4,285
Change+1,753 (+41%)
Value$376.8K (+$129.9K)
Filed 2026-11-05
ETF Store, Inc.
INCREASED
Shares6,032 from 5,995
Change+37 (+1%)
Value$376.4K (+$31.0K)
Filed 2026-10-19
Mitchell Sinkler & Starr
INCREASED
Shares6,024 from 5,917
Change+107 (+2%)
Value$375.9K (+$35.0K)
Filed 2026-10-13
Trace Wealth Advisors, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$374.4K (+$28.7K)
Filed 2026-10-30
Barrett & Company, Inc.
INCREASED
Shares5,999 from 5,493
Change+506 (+9%)
Value$374.3K (+$57.8K)
Filed 2026-10-22
Smith Chas P & Associates PA Cpas
DECREASED
Shares5,963 from 7,023
Change-1,060 (-15%)
Value$356.3K (-$48.4K)
Filed 2026-10-22
Haven Capital Group, Inc.
UNCHANGED
Shares5,958 from 5,958
Change0 (0%)
Value$371.8K (+$28.5K)
Filed 2026-10-13
Vicus Capital
DECREASED
Shares5,953 from 6,303
Change-350 (-6%)
Value$371.5K (+$8.3K)
Filed 2026-11-05
Signet Investment Advisory Group, Inc.
DECREASED
Shares5,953 from 5,978
Change-25 (0%)
Value$371.5K (+$27.0K)
Filed 2026-10-30
Mendel Money Management
UNCHANGED
Shares5,935 from 5,935
Change0 (0%)
Value$370.3K (+$28.4K)
Filed 2026-11-02
Compass Wealth Management LLC
INCREASED
Shares5,924 from 5,648
Change+276 (+5%)
Value$369.7K (+$44.2K)
Filed 2026-10-22
Torrey Growth & Income Advisors
NEW
Shares5,916
Change+5,916
Value$376.6K
Filed 2026-11-04
Capital Investment Counsel, Inc
INCREASED
Shares5,913 from 5,713
Change+200 (+4%)
Value$369.0K (+$39.8K)
Filed 2026-10-20
True North Advisors, LLC
INCREASED
Shares5,906 from 3,649
Change+2,257 (+62%)
Value$368.6K (+$158.3K)
Filed 2026-10-22
Miramontes Capital, LLC
INCREASED
Shares5,781 from 5,715
Change+66 (+1%)
Value$360.7K (+$31.5K)
Filed 2026-10-19
Vista Investment Partners LLC
DECREASED
Shares5,777 from 5,786
Change-9 (0%)
Value$360.5K (+$27.1K)
Filed 2026-10-08
Midland Wealth Advisors, LLC
UNCHANGED
Shares5,774 from 5,774
Change0 (0%)
Value$360.3K (+$27.6K)
Filed 2026-10-26
Kavar Capital Partners Group, LLC
DECREASED
Shares5,758 from 6,028
Change-270 (-4%)
Value$359.3K (+$12.0K)
Filed 2026-11-06
Hazlett, Burt & Watson, Inc.
INCREASED
Shares5,749 from 5,683
Change+66 (+1%)
Value$202.2K (+$113.9K)
Filed 2026-11-04
Wealth Architects, LLC
INCREASED
Shares5,712 from 5,655
Change+57 (+1%)
Value$356.4K (+$30.6K)
Filed 2026-11-03
Ferguson Shapiro LLC
INCREASED
Shares5,692 from 5,638
Change+54 (+1%)
Value$355.2K (+$30.4K)
Filed 2026-10-16
Symmetry Partners, LLC
INCREASED
Shares5,690 from 5,357
Change+333 (+6%)
Value$355.1K (+$46.4K)
Filed 2026-10-27
Lmcg Investments, LLC
UNCHANGED
Shares5,673 from 5,673
Change0 (0%)
Value$354.0K (+$27.1K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
DECREASED
Shares5,665 from 14,943
Change-9,278 (-62%)
Value$353.5K (-$507.5K)
Filed 2026-11-02
Marietta Wealth Management, LLC
DECREASED
Shares5,663 from 6,663
Change-1,000 (-15%)
Value$335.7K (-$48.2K)
Filed 2026-10-22
Philip James Wealth Mangement, LLC
NEW
Shares5,661
Change+5,661
Value$353.2K
Filed 2026-10-27
MRA Advisory Group
DECREASED
Shares5,646 from 23,652
Change-18,006 (-76%)
Value$352.3K (-$1.0M)
Filed 2026-10-07
Advisors Management Group Inc
UNCHANGED
Shares5,643 from 5,643
Change0 (0%)
Value$352 (+$27)
Filed 2026-11-05
Wilkerson Advisory Group LLC
INCREASED
Shares5,638 from 5,102
Change+536 (+11%)
Value$351.8K (+$57.8K)
Filed 2026-10-20
Jnba Financial Advisors
INCREASED
Shares5,600 from 5,281
Change+319 (+6%)
Value$349.4K (+$45.1K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
DECREASED
Shares5,599 from 5,952
Change-353 (-6%)
Value$349.4K (+$6.4K)
Filed 2026-10-15
Lynx Investment Advisory
INCREASED
Shares5,599 from 5,540
Change+59 (+1%)
Value$349.4K (+$30.1K)
Filed 2026-10-27
Abacus Planning Group, Inc.
INCREASED
Shares5,574 from 5,517
Change+57 (+1%)
Value$347.8K (+$29.9K)
Filed 2026-11-02
Trek Financial, LLC
DECREASED
Shares5,549 from 5,945
Change-396 (-7%)
Value$346.3K (+$3.7K)
Filed 2026-10-29
Amplius Wealth Advisors, LLC
INCREASED
Shares5,536 from 3,477
Change+2,059 (+59%)
Value$345.5K (+$145.1K)
Filed 2026-10-20
Bedel Financial Consulting, Inc.
INCREASED
Shares5,531 from 5,522
Change+9 (+0%)
Value$345.1K (+$26.9K)
Filed 2026-11-06
BIP Wealth, LLC
INCREASED
Shares5,528 from 5,180
Change+348 (+7%)
Value$344.9K (+$46.5K)
Filed 2026-10-22
Annex Advisory Services, LLC
INCREASED
Shares5,505 from 5,373
Change+132 (+2%)
Value$343.5K (+$33.9K)
Filed 2026-10-16
Secure Asset Management, LLC
DECREASED
Shares5,501 from 8,353
Change-2,852 (-34%)
Value$343.3K (-$138.0K)
Filed 2026-10-19
MKT Advisors LLC
DECREASED
Shares5,460 from 5,725
Change-265 (-5%)
Value$325.3K (-$6.6K)
Filed 2026-10-20
Columbia Asset Management
UNCHANGED
Shares5,425 from 5,425
Change0 (0%)
Value$338.5K (+$25.9K)
Filed 2026-10-19
Samalin Investment Counsel, LLC
DECREASED
Shares5,387 from 5,653
Change-266 (-5%)
Value$336.2K (+$10.4K)
Filed 2026-10-23
Fourpath Capital Management, LLC
UNCHANGED
Shares5,383 from 5,383
Change0 (0%)
Value$335.9K (+$25.7K)
Filed 2026-10-19
TritonPoint Partners, LLC
DECREASED
Shares5,360 from 22,535
Change-17,175 (-76%)
Value$334.5K (-$964.0K)
Filed 2026-11-05
Summit Wealth Group LLC / Co
INCREASED
Shares5,359 from 4,651
Change+708 (+15%)
Value$334.4K (+$66.4K)
Filed 2026-10-29
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares5,358 from 5,366
Change-8 (0%)
Value$334.3K (+$25.1K)
Filed 2026-11-04
BXM Wealth LLC
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$333.8K (+$25.6K)
Filed 2026-11-03
First Bank & Trust
DECREASED
Shares5,349 from 5,353
Change-4 (0%)
Value$333.8K (+$25.3K)
Filed 2026-10-19
Patton Albertson Miller Group, LLC
INCREASED
Shares5,334 from 5,289
Change+45 (+1%)
Value$332.8K (+$28.1K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares5,325 from 5,572
Change-247 (-4%)
Value$332.3K (+$11.2K)
Filed 2026-10-22
Canvas Wealth Advisors, LLC
INCREASED
Shares5,312 from 4,554
Change+758 (+17%)
Value$326.1K (+$63.7K)
Filed 2026-11-02
Corecam AG
UNCHANGED
Shares5,311 from 5,311
Change0 (0%)
Value$331.4K (+$25.4K)
Filed 2026-10-29
LifeGoal Investments, LLC
DECREASED
Shares5,305 from 5,618
Change-313 (-6%)
Value$331.0K (+$7.3K)
Filed 2026-10-09
Private Wealth Partners, LLC
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$330.7K (+$25.3K)
Filed 2026-10-22
Gould Asset Management LLC
UNCHANGED
Shares5,277 from 5,277
Change0 (0%)
Value$329.3K (+$25.2K)
Filed 2026-11-06
R Squared Ltd
NEW
Shares5,258
Change+5,258
Value$328.1K
Filed 2026-11-06
Baker Tilly Wealth Management, LLC
INCREASED
Shares5,255 from 5,164
Change+91 (+2%)
Value$327.9K (+$30.3K)
Filed 2026-10-05
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares5,247 from 5,223
Change+24 (+0%)
Value$327.4K (+$26.5K)
Filed 2026-11-02
Quantum Financial Advisors, LLC
INCREASED
Shares5,244 from 4,902
Change+342 (+7%)
Value$327.2K (+$44.8K)
Filed 2026-11-03
Providence First Trust Co
DECREASED
Shares5,241 from 5,695
Change-454 (-8%)
Value$327.0K (-$1.1K)
Filed 2026-11-02
RTD Financial Advisors, Inc.
DECREASED
Shares5,208 from 15,908
Change-10,700 (-67%)
Value$325.0K (-$591.6K)
Filed 2026-10-09
Traynor Capital Management, Inc.
DECREASED
Shares5,201 from 5,533
Change-332 (-6%)
Value$324.5K (+$5.7K)
Filed 2026-10-29
Bell Bank
INCREASED
Shares5,194 from 5,182
Change+12 (+0%)
Value$324.1K (+$25.5K)
Filed 2026-10-21
Burton Enright Welch
NEW
Shares5,179
Change+5,179
Value$323.2K
Filed 2026-11-04
Caliber Wealth Management, LLC / KS
NEW
Shares5,166
Change+5,166
Value$322.4K
Filed 2026-11-04
JB Capital LLC
DECREASED
Shares5,160 from 5,202
Change-42 (-1%)
Value$322.0K (+$22.3K)
Filed 2026-10-19
Kaufman Rossin Wealth, LLC
INCREASED
Shares5,159 from 3,743
Change+1,416 (+38%)
Value$321.9K (+$105.1K)
Filed 2026-10-19
Trilogy Capital Inc.
DECREASED
Shares5,140 from 5,935
Change-795 (-13%)
Value$320.8K (-$21.2K)
Filed 2026-10-20
Haven Private, LLC
INCREASED
Shares5,136 from 5,087
Change+49 (+1%)
Value$320.5K (+$27.4K)
Filed 2026-10-27
BCS Wealth Management
UNCHANGED
Shares5,112 from 5,112
Change0 (0%)
Value$319.0K (+$24.5K)
Filed 2026-11-03
Blue Fin Capital, Inc.
DECREASED
Shares5,108 from 5,133
Change-25 (0%)
Value$318.7K (+$23.0K)
Filed 2026-10-28
Falcon Wealth Planning
INCREASED
Shares5,088 from 3,907
Change+1,181 (+30%)
Value$317.5K (+$92.3K)
Filed 2026-11-06
First United Bank & Trust
INCREASED
Shares5,086 from 4,459
Change+627 (+14%)
Value$317.4K (+$60.4K)
Filed 2026-10-22
LeConte Wealth Management, LLC
INCREASED
Shares5,080 from 3,764
Change+1,316 (+35%)
Value$317.0K (+$100.1K)
Filed 2026-10-20
Franklin Street Advisors Inc
DECREASED
Shares5,078 from 5,417
Change-339 (-6%)
Value$316.8K (+$4.7K)
Filed 2026-10-13
Forteris Wealth Management Inc.
DECREASED
Shares5,074 from 5,360
Change-286 (-5%)
Value$316.6K (+$7.8K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares5,050 from 5,300
Change-250 (-5%)
Value$315.1K (+$9.7K)
Filed 2026-10-15
CWC Advisors, Llc.
INCREASED
Shares5,049 from 5,034
Change+15 (+0%)
Value$315.1K (+$25.0K)
Filed 2026-10-15
Abacus Wealth Partners, LLC
DECREASED
Shares5,047 from 5,259
Change-212 (-4%)
Value$314.9K (+$11.9K)
Filed 2026-11-03
Palacios Wealth Management, LLC
DECREASED
Shares5,041 from 5,866
Change-825 (-14%)
Value$314.6K (-$23.4K)
Filed 2026-11-04
TSG Advice Partners, LLC
NEW
Shares5,035
Change+5,035
Value$290.1K
Filed 2026-10-29
Bond & Devick Financial Network, Inc.
NEW
Shares5,027
Change+5,027
Value$313.7K
Filed 2026-10-23
Hudock, Inc.
INCREASED
Shares5,005 from 4,995
Change+10 (+0%)
Value$312.3K (+$24.5K)
Filed 2026-10-14
Clayton Financial Group LLC
UNCHANGED
Shares4,996 from 4,996
Change0 (0%)
Value$311.8K (+$23.9K)
Filed 2026-10-13
Bailard, Inc.
DECREASED
Shares4,992 from 5,724
Change-732 (-13%)
Value$311.5K (-$18.3K)
Filed 2026-10-13
Magnus Financial Group LLC
DECREASED
Shares4,992 from 5,467
Change-475 (-9%)
Value$311.5K (-$3.5K)
Filed 2026-10-21
IVC Wealth Advisors LLC
DECREASED
Shares4,979 from 5,201
Change-222 (-4%)
Value$310.7K (+$11.0K)
Filed 2026-10-23
Nilsine Partners, LLC
INCREASED
Shares4,977 from 4,483
Change+494 (+11%)
Value$310.5K (+$52.3K)
Filed 2026-11-02
Fragasso Financial Advisors Inc
INCREASED
Shares4,965 from 4,605
Change+360 (+8%)
Value$293.5K (+$28.2K)
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares4,957 from 5,057
Change-100 (-2%)
Value$309.3K (+$17.9K)
Filed 2026-11-05
Unified Investment Management
INCREASED
Shares4,933 from 4,931
Change+2 (+0%)
Value$307.8K (+$23.7K)
Filed 2026-10-14
First Interstate Bank
DECREASED
Shares4,891 from 5,328
Change-437 (-8%)
Value$305.2K (-$1.8K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares4,870 from 5,250
Change-380 (-7%)
Value$303.9K (+$1.4K)
Filed 2026-10-26
LexAurum Advisors, LLC
DECREASED
Shares4,848 from 5,781
Change-933 (-16%)
Value$302.5K (-$30.6K)
Filed 2026-10-19
SteelPeak Wealth, LLC
DECREASED
Shares4,841 from 48,151
Change-43,310 (-90%)
Value$302.1K (-$2.5M)
Filed 2026-10-16
Chesley Taft & Associates LLC
UNCHANGED
Shares4,835 from 4,835
Change0 (0%)
Value$301.7K (+$23.1K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares4,829 from 3,752
Change+1,077 (+29%)
Value$301.4K (+$85.2K)
Filed 2026-10-23
Clean Yield Group
INCREASED
Shares4,825 from 2,680
Change+2,145 (+80%)
Value$301.1K (+$146.7K)
Filed 2026-10-28
Meadow Creek Wealth Advisors LLC
DECREASED
Shares4,805 from 4,915
Change-110 (-2%)
Value$299.8K (+$16.6K)
Filed 2026-11-02
Elmwood Wealth Management, Inc.
INCREASED
Shares4,804 from 4,781
Change+23 (+0%)
Value$299.8K (+$24.3K)
Filed 2026-10-14
Asset Dedication, LLC
DECREASED
Shares4,803 from 4,807
Change-4 (0%)
Value$299.7K (+$22.7K)
Filed 2026-11-03
Hickory Point Bank & Trust
UNCHANGED
Shares4,795 from 4,795
Change0 (0%)
Value$299.2K (+$22.9K)
Filed 2026-10-01
Winthrop Advisory Group LLC
DECREASED
Shares4,791 from 4,796
Change-5 (0%)
Value$299.0K (+$22.6K)
Filed 2026-10-22
Prosperitas Financial LLC
INCREASED
Shares4,780 from 4,539
Change+241 (+5%)
Value$298.3K (+$36.7K)
Filed 2026-10-28
Cascade Investment Group, Inc.
UNCHANGED
Shares4,765 from 4,765
Change0 (0%)
Value$297.3K (+$22.8K)
Filed 2026-10-13
Genesee Capital Advisors, LLC
INCREASED
Shares4,756 from 4,750
Change+6 (+0%)
Value$296.8K (+$23.1K)
Filed 2026-10-20
Vann Equity Management LLC
NEW
Shares4,748
Change+4,748
Value$296.3K
Filed 2026-10-08
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares4,718 from 4,014
Change+704 (+18%)
Value$294.4K (+$63.1K)
Filed 2026-10-14
55 North Private Wealth, LLC
NEW
Shares4,699
Change+4,699
Value$293.2K
Filed 2026-10-20
Paulson Wealth Management Inc.
INCREASED
Shares4,640 from 3,777
Change+863 (+23%)
Value$289.6K (+$71.9K)
Filed 2026-11-02
Diversified Management Inc
NEW
Shares4,614
Change+4,614
Value$287.9K
Filed 2026-10-08
ARS Wealth Advisors Group, LLC
DECREASED
Shares4,611 from 4,770
Change-159 (-3%)
Value$287.7K (+$12.9K)
Filed 2026-10-16
Wedgewood Investors Inc
DECREASED
Shares4,605 from 4,705
Change-100 (-2%)
Value$287.4K (+$16.3K)
Filed 2026-10-28
Alessandra Capital Management, LLC
DECREASED
Shares4,600 from 6,125
Change-1,525 (-25%)
Value$287.0K (-$65.9K)
Filed 2026-10-30
Inscription Capital, LLC
DECREASED
Shares4,597 from 6,601
Change-2,004 (-30%)
Value$286.8K (-$93.5K)
Filed 2026-11-02
Partners Wealth Management, LLC
NEW
Shares4,593
Change+4,593
Value$286.6K
Filed 2026-10-28
Evermay Wealth Management LLC
DECREASED
Shares4,593 from 4,988
Change-395 (-8%)
Value$286.6K (-$804)
Filed 2026-11-05
Lakeside Advisors, Inc.
DECREASED
Shares4,592 from 4,809
Change-217 (-5%)
Value$286.5K (+$9.4K)
Filed 2026-10-20
Sound Income Strategies, LLC
DECREASED
Shares4,578 from 5,071
Change-493 (-10%)
Value$272.8K (-$19.5K)
Filed 2026-10-09
Valley National Advisers Inc
DECREASED
Shares4,578 from 4,661
Change-83 (-2%)
Value$285.7K (+$17.1K)
Filed 2026-10-23
Tompkins Financial Corp
UNCHANGED
Shares4,558 from 4,558
Change0 (0%)
Value$284.4K (+$21.8K)
Filed 2026-10-05
Foster Group, Inc.
INCREASED
Shares4,550 from 4,281
Change+269 (+6%)
Value$283.9K (+$37.2K)
Filed 2026-10-13
Teza Capital Management LLC
NEW
Shares4,543
Change+4,543
Value$283.5K
Filed 2026-10-23
Quartz Partners, LLC
NEW
Shares4,539
Change+4,539
Value$283.2K
Filed 2026-11-03
Washington Trust Advisors, Inc.
DECREASED
Shares4,537 from 4,887
Change-350 (-7%)
Value$283.1K (+$1.5K)
Filed 2026-10-22
TCI Wealth Advisors, Inc.
DECREASED
Shares4,504 from 4,558
Change-54 (-1%)
Value$281.1K (+$18.4K)
Filed 2026-10-30
Certified Advisory Corp
DECREASED
Shares4,503 from 4,692
Change-189 (-4%)
Value$281.0K (+$10.6K)
Filed 2026-10-29
Spirit of America Management Corp
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$280.8K (+$21.5K)
Filed 2026-10-14
Roan Capital Partners
DECREASED
Shares4,493 from 4,589
Change-96 (-2%)
Value$280.4K (+$16.0K)
Filed 2026-10-09
Stonebridge Financial Group, LLC
INCREASED
Shares4,478 from 4,350
Change+128 (+3%)
Value$279.4K (+$28.8K)
Filed 2026-10-01
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares4,477 from 4,477
Change0 (0%)
Value$279.4K (+$21.4K)
Filed 2026-10-20
Shoker Investment Counsel, Inc.
DECREASED
Shares4,475 from 4,823
Change-348 (-7%)
Value$279.3K (+$1.3K)
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED
Shares4,473 from 5,275
Change-802 (-15%)
Value$279.1K (-$24.8K)
Filed 2026-10-20
Finer Wealth Management, Inc.
DECREASED
Shares4,467 from 5,007
Change-540 (-11%)
Value$278.7K (-$9.7K)
Filed 2026-10-16
Fagan Associates, Inc.
UNCHANGED
Shares4,452 from 4,452
Change0 (0%)
Value$277.8K (+$21.3K)
Filed 2026-10-13
Baker Ellis Asset Management LLC
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$277.7K (+$21.3K)
Filed 2026-10-14
Impact Capital Partners LLC
DECREASED
Shares4,425 from 4,549
Change-124 (-3%)
Value$276.1K (+$14.0K)
Filed 2026-10-22
Cogent Strategic Wealth LLC
UNCHANGED
Shares4,406 from 4,406
Change0 (0%)
Value$274.9K (+$21.1K)
Filed 2026-10-22
Howard Financial Services, Ltd.
INCREASED
Shares4,378 from 3,908
Change+470 (+12%)
Value$273.2K (+$48.0K)
Filed 2026-10-15
Bullock Wealth Management Group
INCREASED
Shares4,373 from 4,369
Change+4 (+0%)
Value$268.7K (+$22.2K)
Filed 2026-10-09
MSH Capital Advisors LLC
DECREASED
Shares4,368 from 6,236
Change-1,868 (-30%)
Value$272.6K (-$86.7K)
Filed 2026-11-03
Gradient Investments LLC
DECREASED
Shares4,360 from 5,854
Change-1,494 (-26%)
Value$272.1K (-$65.3K)
Filed 2026-10-08
Peoples Bank
UNCHANGED
Shares4,344 from 4,344
Change0 (0%)
Value$271.1K (+$20.8K)
Filed 2026-10-26
New England Capital Financial Advisors LLC
INCREASED
Shares4,331 from 4,319
Change+12 (+0%)
Value$270.3K (+$21.4K)
Filed 2026-11-03
Pinion Investment Advisors, LLC
INCREASED
Shares4,316 from 4,158
Change+158 (+4%)
Value$269.3K (+$29.7K)
Filed 2026-11-04
Peddock Capital Advisors, LLC
DECREASED
Shares4,305 from 5,264
Change-959 (-18%)
Value$268.6K (-$34.7K)
Filed 2026-10-16
Sheets Smith Wealth Management
DECREASED
Shares4,304 from 4,308
Change-4 (0%)
Value$268.6K (+$20.3K)
Filed 2026-10-16
Gryphon Financial Partners LLC
INCREASED
Shares4,303 from 4,157
Change+146 (+4%)
Value$268.5K (+$29.0K)
Filed 2026-11-04
Hummer Financial Advisory Services Inc
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$268.3K (+$20.6K)
Filed 2026-10-09
May Hill Capital, LLC
INCREASED
Shares4,296 from 3,793
Change+503 (+13%)
Value$268.1K (+$49.5K)
Filed 2026-11-03
Canopy Partners, LLC
INCREASED
Shares4,295 from 4,035
Change+260 (+6%)
Value$268.0K (+$35.5K)
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares4,266 from 8,424
Change-4,158 (-49%)
Value$266.2K (-$219.2K)
Filed 2026-10-20
First Hawaiian Bank
DECREASED
Shares4,261 from 4,435
Change-174 (-4%)
Value$265.9K (+$10.3K)
Filed 2026-10-14
Regatta Capital Group, LLC
INCREASED
Shares4,255 from 4,091
Change+164 (+4%)
Value$265.5K (+$29.8K)
Filed 2026-10-23
E&G Advisors, LLC
DECREASED
Shares4,251 from 4,351
Change-100 (-2%)
Value$265.2K (+$14.1K)
Filed 2026-10-13
Grant Private Wealth Management Inc
DECREASED
Shares4,245 from 10,096
Change-5,851 (-58%)
Value$264.9K (-$316.8K)
Filed 2026-10-19
Five Oceans Advisors
DECREASED
Shares4,224 from 4,459
Change-235 (-5%)
Value$263.6K (+$6.7K)
Filed 2026-10-22
Core Wealth Partners LLC
UNCHANGED
Shares4,220 from 4,220
Change0 (0%)
Value$263.3K (+$20.2K)
Filed 2026-11-02
Charter Capital Management, Llc\de
UNCHANGED
Shares4,211 from 4,211
Change0 (0%)
Value$262.8K (+$20.1K)
Filed 2026-10-28
Patriot Investment Management Group, Inc.
DECREASED
Shares4,206 from 4,236
Change-30 (-1%)
Value$262.5K (+$18.4K)
Filed 2026-10-15
Charles Schwab Trust Co
INCREASED
Shares4,198 from 3,775
Change+423 (+11%)
Value$262.0K (+$44.4K)
Filed 2026-10-15
Essential Investment Partners LLC
UNCHANGED
Shares4,175 from 4,175
Change0 (0%)
Value$260.5K (+$20.0K)
Filed 2026-10-27
SkyOak Wealth, LLC
UNCHANGED
Shares4,171 from 4,171
Change0 (0%)
Value$260.3K (+$19.9K)
Filed 2026-10-28
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares4,170 from 4,170
Change0 (0%)
Value$260.2K (+$19.9K)
Filed 2026-10-09
Alpha Family Trust
UNCHANGED
Shares4,160 from 4,160
Change0 (0%)
Value$239.7K ($0)
Filed 2026-11-04
Kercheville Advisors, LLC
DECREASED
Shares4,137 from 4,147
Change-10 (0%)
Value$258.1K (+$19.1K)
Filed 2026-10-19
Paragon Capital Management Ltd
INCREASED
Shares4,137 from 4,132
Change+5 (+0%)
Value$258.1K (+$20.0K)
Filed 2026-10-09
Intelligence Driven Advisers, LLC
INCREASED
Shares4,127 from 3,940
Change+187 (+5%)
Value$257.5K (+$30.5K)
Filed 2026-10-09
Armstrong Advisory Group, Inc
INCREASED
Shares4,121 from 4,009
Change+112 (+3%)
Value$257.2K (+$26.1K)
Filed 2026-10-09
Weaver Capital Management LLC
NEW
Shares4,060
Change+4,060
Value$253.3K
Filed 2026-10-15
Ellis Investment Partners, LLC
INCREASED
Shares4,030 from 3,923
Change+107 (+3%)
Value$251.5K (+$25.4K)
Filed 2026-10-21
Blackston Financial Advisory Group, LLC
NEW
Shares4,017
Change+4,017
Value$250.7K
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares4,014 from 3,756
Change+258 (+7%)
Value$250.5K (+$34.0K)
Filed 2026-11-04
Successful Portfolios LLC
DECREASED
Shares4,013 from 4,077
Change-64 (-2%)
Value$236.3K (+$1.1K)
Filed 2026-10-09
Shrier Wealth Management, LLC
INCREASED
Shares4,003 from 3,996
Change+7 (+0%)
Value$249.8K (+$19.5K)
Filed 2026-10-20
High Net Worth Advisory Group LLC
UNCHANGED
Shares4,002 from 4,002
Change0 (0%)
Value$249.7K (+$19.1K)
Filed 2026-10-26
Guardian Partners Inc.
INCREASED
Shares4,000 from 1,000
Change+3,000 (+300%)
Value$249.6K (+$192.0K)
Filed 2026-10-21
CFM Wealth Partners LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$249.6K (+$19.1K)
Filed 2026-11-05
Centennial Wealth Advisory LLC
DECREASED
Shares3,998 from 4,016
Change-18 (0%)
Value$249.9K (+$18.5K)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
INCREASED
Shares3,989 from 3,957
Change+32 (+1%)
Value$249.6K (+$21.6K)
Filed 2026-11-02
Eagle Wealth Strategies LLC
INCREASED
Shares3,976 from 3,953
Change+23 (+1%)
Value$248.1K (+$20.3K)
Filed 2026-10-20
Cpwa, LLC
INCREASED
Shares3,960 from 3,722
Change+238 (+6%)
Value$228.0K (+$13.6K)
Filed 2026-11-04
Strategy Asset Managers LLC
NEW
Shares3,946
Change+3,946
Value$246.2K
Filed 2026-10-14
Sidoxia Capital Management, LLC
UNCHANGED
Shares3,925 from 3,925
Change0 (0%)
Value$244.9K (+$18.8K)
Filed 2026-10-28
Traphagen Investment Advisors LLC
INCREASED
Shares3,912 from 3,502
Change+410 (+12%)
Value$244.1K (+$42.3K)
Filed 2026-10-14
Good Harbor Advisors, Inc.
DECREASED
Shares3,898 from 3,922
Change-24 (-1%)
Value$243.2K (+$17.3K)
Filed 2026-10-20
Ddfg, Inc
INCREASED
Shares3,898 from 3,896
Change+2 (+0%)
Value$243.3K (+$18.8K)
Filed 2026-10-15
Guerra PAN Advisors, LLC
UNCHANGED
Shares3,874 from 3,874
Change0 (0%)
Value$227.9K (+$4.7K)
Filed 2026-10-26
Family Capital Management, Inc.
INCREASED
Shares3,873 from 3,764
Change+109 (+3%)
Value$241.7K (+$24.8K)
Filed 2026-11-03
Woodward Diversified Capital, LLC
INCREASED
Shares3,866 from 3,744
Change+122 (+3%)
Value$241.2K (+$25.5K)
Filed 2026-10-21
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares3,859 from 4,148
Change-289 (-7%)
Value$240.9K (+$1.9K)
Filed 2026-10-09
Luts & Greenleigh Group, Inc.
DECREASED
Shares3,859 from 3,879
Change-20 (-1%)
Value$240.8K (+$17.3K)
Filed 2026-11-05
Richardson Financial Services Inc.
INCREASED
Shares3,845 from 3,525
Change+320 (+9%)
Value$239.9K (+$36.8K)
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares3,840
Change+3,840
Value$239.6K
Filed 2026-11-02
Beacon Financial Group
NEW
Shares3,831
Change+3,831
Value$239.1K
Filed 2026-10-19
Lauer Wealth, LLC
NEW
Shares3,827
Change+3,827
Value$228.0K
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
NEW
Shares3,825
Change+3,825
Value$228.4K
Filed 2026-10-20
Curat Global, LLC
INCREASED
Shares3,823 from 2,723
Change+1,100 (+40%)
Value$238.6K (+$18.3K)
Filed 2026-10-26
Iron Financial LLC
DECREASED
Shares3,822 from 3,949
Change-127 (-3%)
Value$238.5K (+$11.0K)
Filed 2026-10-23
Solitude Financial Services
DECREASED
Shares3,810 from 3,910
Change-100 (-3%)
Value$237.7K (+$12.5K)
Filed 2026-10-26
Revolve Wealth Partners, LLC
DECREASED
Shares3,807 from 3,987
Change-180 (-5%)
Value$237.6K (+$7.8K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
NEW
Shares3,805
Change+3,805
Value$237.4K
Filed 2026-10-26
Capital Management Associates, Inc
UNCHANGED
Shares3,803 from 3,803
Change0 (0%)
Value$237.3K (+$18.2K)
Filed 2026-10-20
Mosley Wealth Management
INCREASED
Shares3,800 from 3,371
Change+429 (+13%)
Value$230.1K (+$35.9K)
Filed 2026-10-16
Mattern Wealth Management LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$237.1K (+$18.2K)
Filed 2026-11-04
Quintet Private Bank (Europe) S.A.
DECREASED
Shares3,790 from 37,760
Change-33,970 (-90%)
Value$236.5K (-$1.9M)
Filed 2026-10-08
CMG Global Holdings, LLC
DECREASED
Shares3,774 from 3,869
Change-95 (-2%)
Value$235.5K (+$12.6K)
Filed 2026-10-14
Pacific Sage Partners, LLC
INCREASED
Shares3,750 from 3,749
Change+1 (+0%)
Value$234.0K (+$17.9K)
Filed 2026-10-21
Arrow Financial Corp
DECREASED
Shares3,736 from 3,765
Change-29 (-1%)
Value$233.1K (+$16.2K)
Filed 2026-10-26
TigerOak Management, L.L.C.
INCREASED
Shares3,727 from 3,627
Change+100 (+3%)
Value$232.6K (+$23.6K)
Filed 2026-10-23
Birch Financial Group, LLC
DECREASED
Shares3,708 from 3,805
Change-97 (-3%)
Value$231.4K (+$12.1K)
Filed 2026-10-27
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares3,707 from 4,255
Change-548 (-13%)
Value$231.3K (-$13.9K)
Filed 2026-10-09
Alkeme Wealth, LLC
DECREASED
Shares3,703 from 3,724
Change-21 (-1%)
Value$231.1K (+$16.5K)
Filed 2026-10-08
Diligent Investors, LLC
UNCHANGED
Shares3,698 from 3,698
Change0 (0%)
Value$230.8K (+$17.7K)
Filed 2026-10-21
Uniting Wealth Partners, LLC
UNCHANGED
Shares3,697 from 3,697
Change0 (0%)
Value$230.7K (+$17.7K)
Filed 2026-11-06
McElhenny Sheffield Capital Management, LLC
DECREASED
Shares3,678 from 3,904
Change-226 (-6%)
Value$229.5K (+$4.6K)
Filed 2026-11-06
Beverly Hills Private Wealth, LLC
DECREASED
Shares3,673 from 3,707
Change-34 (-1%)
Value$229.2K (+$15.6K)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares3,669 from 2,963
Change+706 (+24%)
Value$228.9K (+$58.2K)
Filed 2026-10-26
Millennium Capital Advisors, LLC
DECREASED
Shares3,667 from 3,712
Change-45 (-1%)
Value$228.8K (+$14.9K)
Filed 2026-10-16
Victory Financial Group, LLC
NEW
Shares3,658
Change+3,658
Value$228.3K
Filed 2026-10-27
Basso Capital Management, L.P.
UNCHANGED
Shares3,656 from 3,656
Change0 (0%)
Value$228.1K (+$17.5K)
Filed 2026-10-30
Breakwater Capital Group
UNCHANGED
Shares3,651 from 3,651
Change0 (0%)
Value$227.8K (+$17.5K)
Filed 2026-10-09
Slocum, Gordon & Co LLP
UNCHANGED
Shares3,646 from 3,646
Change0 (0%)
Value$227.5K (+$17.4K)
Filed 2026-10-19
Wolverine Asset Management LLC
NEW
Shares3,644
Change+3,644
Value$227.4K
Filed 2026-11-02
Intergy Private Wealth, LLC
NEW
Shares3,638
Change+3,638
Value$227.0K
Filed 2026-10-16
Clark Asset Management, LLC
DECREASED
Shares3,633 from 3,726
Change-93 (-2%)
Value$226.7K (+$12.0K)
Filed 2026-10-19
HBE Wealth Management, LLC
INCREASED
Shares3,633 from 3,611
Change+22 (+1%)
Value$226.7K (+$18.6K)
Filed 2026-11-06
Orange Investment Advisors, Inc.
UNCHANGED
Shares3,620 from 3,620
Change0 (0%)
Value$225.9K (+$17.3K)
Filed 2026-10-23
Focus Financial Network, Inc.
INCREASED
Shares3,618 from 3,539
Change+79 (+2%)
Value$225.8K (+$21.9K)
Filed 2026-10-14
Pegasus Asset Management, Inc.
NEW
Shares3,612
Change+3,612
Value$225.4K
Filed 2026-11-03
Alliance Wealth Advisors, LLC
INCREASED
Shares3,612 from 3,603
Change+9 (+0%)
Value$225.4K (+$17.8K)
Filed 2026-10-14
Quad-Cities Investment Group, LLC
NEW
Shares3,610
Change+3,610
Value$225.3K
Filed 2026-10-16
Finward Bancorp
DECREASED
Shares3,605 from 3,695
Change-90 (-2%)
Value$225.0K (+$12.0K)
Filed 2026-10-14
Schmidt P J Investment Management Inc
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$224.6K (+$17.2K)
Filed 2026-11-02
Baron Wealth Management LLC
NEW
Shares3,598
Change+3,598
Value$224.5K
Filed 2026-10-27
Investment House LLC
DECREASED
Shares3,597 from 12,997
Change-9,400 (-72%)
Value$224.5K (-$524.4K)
Filed 2026-10-21
Meridian Investment Counsel Inc.
UNCHANGED
Shares3,584 from 3,584
Change0 (0%)
Value$223.6K (+$17.1K)
Filed 2026-10-14
Hamel Associates, Inc.
NEW
Shares3,582
Change+3,582
Value$223.5K
Filed 2026-11-06
Brady Martz Wealth Solutions, LLC
INCREASED
Shares3,580 from 3,572
Change+8 (+0%)
Value$223.4K (+$17.6K)
Filed 2026-11-05
Jacobs & Co
UNCHANGED
Shares3,580 from 3,580
Change0 (0%)
Value$223.0K (+$17.0K)
Filed 2026-10-09
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares3,561 from 3,561
Change0 (0%)
Value$222.2K (+$17.0K)
Filed 2026-11-02
Shepherd Financial Partners LLC
DECREASED
Shares3,552 from 3,784
Change-232 (-6%)
Value$221.7K (+$3.6K)
Filed 2026-11-03
Alchemi Wealth, LLC
DECREASED
Shares3,551 from 3,579
Change-28 (-1%)
Value$221.6K (+$15.3K)
Filed 2026-11-04
Entrewealth, LLC
NEW
Shares3,547
Change+3,547
Value$221.3K
Filed 2026-10-14
Beacon Bank & Trust
NEW
Shares3,547
Change+3,547
Value$221.3K
Filed 2026-10-27
MFA Wealth Services
DECREASED
Shares3,547 from 3,836
Change-289 (-8%)
Value$221.3K (+$276)
Filed 2026-10-14
Cogent Private Wealth, Inc.
NEW
Shares3,509
Change+3,509
Value$219.0K
Filed 2026-11-06
Trust Co of Oklahoma
DECREASED
Shares3,507 from 4,849
Change-1,342 (-28%)
Value$218.8K (-$60.6K)
Filed 2026-10-15
Weaver Consulting Group
NEW
Shares3,502
Change+3,502
Value$218.5K
Filed 2026-10-07
Agate Pass Investment Management, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$218.4K (+$16.7K)
Filed 2026-10-20
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares3,491 from 3,491
Change0 (0%)
Value$217.8K (+$16.7K)
Filed 2026-11-06
Smith Group Asset Management, LLC
DECREASED
Shares3,490 from 3,600
Change-110 (-3%)
Value$217.8K (+$10.3K)
Filed 2026-10-27
PPS&V Asset Management Consultants, Inc.
NEW
Shares3,476
Change+3,476
Value$216.9K
Filed 2026-10-06
apricus wealth, LLC
NEW
Shares3,474
Change+3,474
Value$216.8K
Filed 2026-10-26
Ejmk Ventures LLC
NEW
Shares3,473
Change+3,473
Value$216.7K
Filed 2026-10-21
S.A. Mason LLC
DECREASED
Shares3,471 from 3,669
Change-198 (-5%)
Value$216.6K (+$5.2K)
Filed 2026-10-13
Montz Harcus Wealth Management LLC
NEW
Shares3,460
Change+3,460
Value$215.9K
Filed 2026-10-09
Huntleigh Advisors, Inc.
NEW
Shares3,459
Change+3,459
Value$215.8K
Filed 2026-11-03
Howard Capital Management Group, LLC
UNCHANGED
Shares3,455 from 3,455
Change0 (0%)
Value$215.6K (+$16.5K)
Filed 2026-10-16
Ullmann Wealth Partners Group, LLC
NEW
Shares3,453
Change+3,453
Value$215.5K
Filed 2026-11-02
Csenge Advisory Group
NEW
Shares3,446
Change+3,446
Value$215.0K
Filed 2026-11-04
Elyxium Wealth, LLC
DECREASED
Shares3,416 from 3,912
Change-496 (-13%)
Value$213.1K (-$12.3K)
Filed 2026-10-27
Sigma Investment Counselors Inc
NEW
Shares3,406
Change+3,406
Value$212.5K
Filed 2026-10-27
Werba Rubin Papier Wealth Management
DECREASED
Shares3,406 from 3,904
Change-498 (-13%)
Value$212.6K (-$12.4K)
Filed 2026-11-06
Accel Wealth Management
DECREASED
Shares3,383 from 3,580
Change-197 (-5%)
Value$211.1K (+$4.8K)
Filed 2026-10-13
Armbruster Capital Management, Inc.
NEW
Shares3,382
Change+3,382
Value$211.0K
Filed 2026-10-19
Quantum Private Wealth, LLC
NEW
Shares3,374
Change+3,374
Value$210.5K
Filed 2026-10-20
Princeton Global Asset Management LLC
DECREASED
Shares3,371 from 3,450
Change-79 (-2%)
Value$210.3K (+$11.5K)
Filed 2026-10-21
Gilliland Jeter Wealth Management LLC
NEW
Shares3,339
Change+3,339
Value$208.3K
Filed 2026-10-28
Langley Wealth Management, LLC
NEW
Shares3,333
Change+3,333
Value$208.0K
Filed 2026-11-04
Swiss RE LTD
INCREASED
Shares3,333 from 2,029
Change+1,304 (+64%)
Value$208.0K (+$91.1K)
Filed 2026-11-06
Harmony Asset Management LLC
NEW
Shares3,330
Change+3,330
Value$207.8K
Filed 2026-10-20
Wealth Group, Ltd.
DECREASED
Shares3,313 from 13,692
Change-10,379 (-76%)
Value$207 (-$582)
Filed 2026-10-30
Creative Capital Management Investments LLC
INCREASED
Shares3,297 from 3,255
Change+42 (+1%)
Value$205.7K (+$18.2K)
Filed 2026-10-28
Old Peak Finance LLC
NEW
Shares3,285
Change+3,285
Value$205.0K
Filed 2026-11-02
Smith Thornton Advisors LLC
NEW
Shares3,260
Change+3,260
Value$203.4K
Filed 2026-10-16
First Merchants Corp
NEW
Shares3,250
Change+3,250
Value$202.8K
Filed 2026-10-15
Adell Harriman & Carpenter Inc
NEW
Shares3,245
Change+3,245
Value$202.5K
Filed 2026-11-02
PFG Advisors
NEW
Shares3,235
Change+3,235
Value$201.8K
Filed 2026-10-16
Legal Advantage Investments, Inc.
NEW
Shares3,225
Change+3,225
Value$201.2K
Filed 2026-10-13
Warwick Investment Management, Inc.
NEW
Shares3,224
Change+3,224
Value$201.2K
Filed 2026-10-19
MMA Asset Management LLC
NEW
Shares3,221
Change+3,221
Value$201.0K
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares3,187 from 2,412
Change+775 (+32%)
Value$198.9K (+$59.9K)
Filed 2026-10-07
Evolution Wealth Management Inc.
INCREASED
Shares3,185 from 283
Change+2,902 (+1025%)
Value$198.7K (+$182.4K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$193.0K (+$192.8K)
Filed 2026-10-14
First Premier Bank
UNCHANGED
Shares3,066 from 3,066
Change0 (0%)
Value$191 (+$14)
Filed 2026-10-13
Golden State Wealth Management, LLC
INCREASED
Shares3,047 from 3,040
Change+7 (+0%)
Value$190.2K (+$15.0K)
Filed 2026-11-02
Gen-Wealth Partners Inc
UNCHANGED
Shares3,024 from 3,024
Change0 (0%)
Value$188.7K (+$14.5K)
Filed 2026-11-04
Euro Pacific Asset Management, LLC
NEW
Shares3,000
Change+3,000
Value$202.7K
Filed 2026-11-03
Southern Michigan Bank & Trust
UNCHANGED
Shares2,920 from 2,920
Change0 (0%)
Value$182.2K (+$14.0K)
Filed 2026-10-19
TrustBank
INCREASED
Shares2,914 from 2,857
Change+57 (+2%)
Value$181.8K (+$17.2K)
Filed 2026-10-20
Tower View Wealth Management LLC
INCREASED
Shares2,858 from 2,836
Change+22 (+1%)
Value$178.4K (+$15.0K)
Filed 2026-10-23
Pacific Center for Financial Services
INCREASED
Shares2,857 from 2,757
Change+100 (+4%)
Value$178.3K (+$19.4K)
Filed 2026-10-15
Covestor Ltd
INCREASED
Shares2,799 from 2,695
Change+104 (+4%)
Value$175 (-$154.8K)
Filed 2026-10-30
DT Investment Partners, LLC
INCREASED
Shares2,783 from 2,383
Change+400 (+17%)
Value$173.7K (+$36.4K)
Filed 2026-10-27
Kelleher Financial Advisors
DECREASED
Shares2,758 from 3,625
Change-867 (-24%)
Value$172.1K (-$36.8K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares2,693
Change+2,693
Value$168.0K
Filed 2026-10-30
GK Wealth Management LLC
DECREASED
Shares2,671 from 5,429
Change-2,758 (-51%)
Value$166.7K (-$146.1K)
Filed 2026-10-09
WPG Advisers, LLC
INCREASED
Shares2,664 from 2,626
Change+38 (+1%)
Value$166.2K (+$14.9K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares2,646 from 2,491
Change+155 (+6%)
Value$165.1K (+$21.6K)
Filed 2026-11-05
CrossGen Wealth, LLC
INCREASED
Shares2,543 from 2,539
Change+4 (+0%)
Value$158.7K (+$12.4K)
Filed 2026-10-30
Chung Wu Investment Group, LLC
INCREASED
Shares2,500 from 300
Change+2,200 (+733%)
Value$156.0K (+$138.7K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
INCREASED
Shares2,458 from 2,428
Change+30 (+1%)
Value$153.4K (+$13.5K)
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares2,428 from 2,414
Change+14 (+1%)
Value$151.5K (+$12.4K)
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares2,406
Change+2,406
Value$150.2K
Filed 2026-10-27
West Branch Capital LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$146.6K (+$11.2K)
Filed 2026-10-20
Centerpoint Advisors, LLC
NEW
Shares2,314
Change+2,314
Value$144.0K
Filed 2026-11-05
First Command Advisory Services, Inc.
DECREASED
Shares2,299 from 2,729
Change-430 (-16%)
Value$143.5K (-$13.8K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,289 from 2,289
Change0 (0%)
Value$142.8K (+$10.9K)
Filed 2026-10-21
Quaker Wealth Management, LLC
INCREASED
Shares2,273 from 2,138
Change+135 (+6%)
Value$141.8K (+$18.6K)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
DECREASED
Shares2,238 from 2,274
Change-36 (-2%)
Value$140 (+$9)
Filed 2026-10-27
Private Wealth Management Group, LLC
INCREASED
Shares2,227 from 457
Change+1,770 (+387%)
Value$139.0K (+$112.6K)
Filed 2026-10-19
Chapman Financial Group, LLC
DECREASED
Shares2,200 from 3,045
Change-845 (-28%)
Value$137.3K (-$38.2K)
Filed 2026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED
Shares2,136 from 2,136
Change0 (0%)
Value$133.3K (+$10.2K)
Filed 2026-10-28
Piscataqua Savings Bank
DECREASED
Shares2,134 from 2,294
Change-160 (-7%)
Value$133.2K (+$1.0K)
Filed 2026-10-21
Coston, McIsaac & Partners
INCREASED
Shares2,075 from 2,010
Change+65 (+3%)
Value$129.5K (+$14.5K)
Filed 2026-11-06
Advocate Investing Services LLC
DECREASED
Shares2,066 from 2,266
Change-200 (-9%)
Value$128.9K (-$1.6K)
Filed 2026-10-26
Valley Wealth Managers, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$124.8K (+$9.6K)
Filed 2026-10-09
Compagnie Lombard Odier SCmA
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$124.8K (+$9.6K)
Filed 2026-11-04
Salomon & Ludwin, LLC
DECREASED
Shares1,997 from 2,281
Change-284 (-12%)
Value$124.6K (-$4.1K)
Filed 2026-10-29
Zeit Capital LLC
DECREASED
Shares1,978 from 2,028
Change-50 (-2%)
Value$403.9K (+$73.2K)
Filed 2026-10-19
American National Bank & Trust
DECREASED
Shares1,973 from 2,250
Change-277 (-12%)
Value$123.1K (-$6.5K)
Filed 2026-10-07
Rosenberg Matthew Hamilton
INCREASED
Shares1,933 from 1,749
Change+184 (+11%)
Value$120.6K (+$19.8K)
Filed 2026-10-05
Community Financial Services Group, LLC
UNCHANGED
Shares1,931 from 1,931
Change0 (0%)
Value$118.7K (+$9.7K)
Filed 2026-10-15
High Note Wealth, LLC
INCREASED
Shares1,897 from 1,586
Change+311 (+20%)
Value$118.4K (+$27.0K)
Filed 2026-10-27
Gilpin Wealth Management, LLC
INCREASED
Shares1,888 from 1,883
Change+5 (+0%)
Value$117.8K (+$9.3K)
Filed 2026-10-09
Lodestone Wealth Management LLC
INCREASED
Shares1,885 from 1,635
Change+250 (+15%)
Value$117.6K (+$23.4K)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares1,868 from 1,791
Change+77 (+4%)
Value$116.5K (+$13.4K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,866 from 1,848
Change+18 (+1%)
Value$116.4K (+$10.0K)
Filed 2026-11-04
Hughes Financial Services, LLC
DECREASED
Shares1,866 from 1,874
Change-8 (0%)
Value$114.6K (+$6.6K)
Filed 2026-10-30
Pittenger & Anderson Inc
UNCHANGED
Shares1,849 from 1,849
Change0 (0%)
Value$115.4K (+$8.8K)
Filed 2026-11-02
First Community Trust NA
INCREASED
Shares1,820 from 80
Change+1,740 (+2175%)
Value$113.6K (+$109.0K)
Filed 2026-10-07
Byrne Asset Management LLC
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$111.8K (+$7.0K)
Filed 2026-10-06
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,803 from 1,803
Change0 (0%)
Value$112.5K (+$8.6K)
Filed 2026-10-27
Ascentis Wealth Management, LLC
DECREASED
Shares1,759 from 6,242
Change-4,483 (-72%)
Value$109.8K (-$249.9K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares1,723
Change+1,723
Value$107.6K
Filed 2026-11-03
Y.D. More Investments Ltd
DECREASED
Shares1,715 from 1,914
Change-199 (-10%)
Value$107.0K (-$3.3K)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares1,705
Change+1,705
Value$106.4K
Filed 2026-10-27
Advantage Trust Co
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$106.1K (+$8.1K)
Filed 2026-10-19
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,699 from 1,699
Change0 (0%)
Value$106.0K (+$8.1K)
Filed 2026-10-20
Center for Financial Planning, Inc.
INCREASED
Shares1,679 from 1,671
Change+8 (+0%)
Value$104.8K (+$8.5K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
DECREASED
Shares1,671 from 3,953
Change-2,282 (-58%)
Value$104.3K (-$123.5K)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
NEW
Shares1,670
Change+1,670
Value$104.2K
Filed 2026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$103.0K (+$7.9K)
Filed 2026-10-20
TFC Financial Management, Inc.
INCREASED
Shares1,549 from 1,250
Change+299 (+24%)
Value$96.7K (+$24.6K)
Filed 2026-10-26
Tradewinds Capital Management, LLC
INCREASED
Shares1,544 from 1,232
Change+312 (+25%)
Value$96.4K (+$25.4K)
Filed 2026-10-23
Elevated Capital Advisors, LLC
DECREASED
Shares1,469 from 5,669
Change-4,200 (-74%)
Value$91.7K (-$234.9K)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares1,451 from 1,205
Change+246 (+20%)
Value$90.5K (+$21.1K)
Filed 2026-10-14
NBH Bank
INCREASED
Shares1,450 from 1,340
Change+110 (+8%)
Value$90.5K (+$13.3K)
Filed 2026-11-05
Canton Hathaway, LLC
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$90.2K (+$6.9K)
Filed 2026-10-23
Activest Wealth Management
INCREASED
Shares1,403 from 1,389
Change+14 (+1%)
Value$87.5K (+$7.5K)
Filed 2026-10-15
Monetary Solutions, Ltd
INCREASED
Shares1,403 from 1,400
Change+3 (+0%)
Value$87.5K (+$6.9K)
Filed 2026-10-22
Elevation Wealth Partners, LLC
DECREASED
Shares1,392 from 1,417
Change-25 (-2%)
Value$86.9K (+$5.2K)
Filed 2026-10-07
Maseco LLP
INCREASED
Shares1,390 from 1,352
Change+38 (+3%)
Value$86.8K (+$8.9K)
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares1,384 from 1,361
Change+23 (+2%)
Value$86.4K (+$7.9K)
Filed 2026-10-02
Harbor Capital Advisors, Inc.
DECREASED
Shares1,372 from 1,390
Change-18 (-1%)
Value$86 (+$6)
Filed 2026-10-22
Financial Consulate, Inc
DECREASED
Shares1,353 from 1,572
Change-219 (-14%)
Value$84.4K (-$6.2K)
Filed 2026-10-23
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$84.1K (+$6.4K)
Filed 2026-10-30
Markowski Investments
DECREASED
Shares1,316 from 1,569
Change-253 (-16%)
Value$82.1K (-$8.3K)
Filed 2026-10-30
Security National Bank
UNCHANGED
Shares1,294 from 1,294
Change0 (0%)
Value$80.7K (+$6.2K)
Filed 2026-10-26
University of Texas S AM Investment Management Co
DECREASED
Shares1,284 from 1,460
Change-176 (-12%)
Value$80.1K (-$4.0K)
Filed 2026-11-03
Meriwether Wealth & Planning, LLC
NEW
Shares1,258
Change+1,258
Value$78.5K
Filed 2026-10-13
Proathlete Wealth Management LLC
INCREASED
Shares1,244 from 930
Change+314 (+34%)
Value$77.6K (+$24.0K)
Filed 2026-10-15
DecisionPoint Financial, LLC
INCREASED
Shares1,222 from 24
Change+1,198 (+4992%)
Value$75.1K (+$73.8K)
Filed 2026-10-27
Fairscale Capital, LLC
INCREASED
Shares1,207 from 1,197
Change+10 (+1%)
Value$76.2K (+$7.2K)
Filed 2026-11-04
Costello Asset Management, Inc
INCREASED
Shares1,200 from 1,000
Change+200 (+20%)
Value$74.9K (+$17.3K)
Filed 2026-10-30
Olistico Wealth, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$74.9K (+$5.7K)
Filed 2026-10-05
Clearstead Trust, LLC
DECREASED
Shares1,194 from 1,212
Change-18 (-1%)
Value$74.5K (+$4.7K)
Filed 2026-11-06
Addison Advisors LLC
INCREASED
Shares1,192 from 549
Change+643 (+117%)
Value$74.4K (+$42.7K)
Filed 2026-11-06
Reap Financial Group, LLC
INCREASED
Shares1,163 from 916
Change+247 (+27%)
Value$72.6K (+$19.8K)
Filed 2026-11-02
Hara Capital LLC
DECREASED
Shares1,160 from 1,360
Change-200 (-15%)
Value$72.4K (-$6.0K)
Filed 2026-10-30
MV Capital Management, Inc.
INCREASED
Shares1,157 from 1,153
Change+4 (+0%)
Value$72.2K (+$5.8K)
Filed 2026-10-29
Vision Financial Markets LLC
DECREASED
Shares1,156 from 1,261
Change-105 (-8%)
Value$71.1K (-$47)
Filed 2026-10-22
Godsey & Gibb, Inc
INCREASED
Shares1,145 from 455
Change+690 (+152%)
Value$71.4K (+$45.2K)
Filed 2026-10-14
MB, Levis & Associates, LLC
INCREASED
Shares1,123 from 1,113
Change+10 (+1%)
Value$70.1K (+$6.0K)
Filed 2026-10-16
Essex Investment Management Co LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$69.9K (+$5.4K)
Filed 2026-10-19
Blume Capital Management, Inc.
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$65.8K (+$5.0K)
Filed 2026-10-26
Financial Perspectives, Inc
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$64.5K (+$4.9K)
Filed 2026-11-03
North Point Portfolio Managers Corp
NEW
Shares1,030
Change+1,030
Value$64.3K
Filed 2026-10-07
Arlington Trust Co LLC
INCREASED
Shares1,020 from 610
Change+410 (+67%)
Value$63.6K (+$28.5K)
Filed 2026-10-20
Rydar Equities, Inc.
NEW
Shares1,007
Change+1,007
Value$60.1K
Filed 2026-10-13
Hoese & Co LLP
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$62.4K (+$4.8K)
Filed 2026-10-21
Cornerstone National Bank & Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$61.5K (+$5.0K)
Filed 2026-10-20
Accordant Advisory Group Inc
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$61.2K (+$4.7K)
Filed 2026-10-29
Peterson Wealth Services
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$61.1K (+$4.7K)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
INCREASED
Shares969 from 800
Change+169 (+21%)
Value$60.5K (+$14.4K)
Filed 2026-10-29
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares968 from 1,123
Change-155 (-14%)
Value$60.4K (-$4.3K)
Filed 2026-11-06
Birchwood Financial Partners, Inc.
INCREASED
Shares960 from 930
Change+30 (+3%)
Value$59.9K (+$6.3K)
Filed 2026-11-02
Nexus Investment Management ULC
UNCHANGED
Shares953 from 953
Change0 (0%)
Value$59.5K (+$4.6K)
Filed 2026-10-27
Nvwm, LLC
INCREASED
Shares916 from 93
Change+823 (+885%)
Value$57.2K (+$51.8K)
Filed 2026-10-14
Eurizon SLJ Capital Ltd
NEW
Shares905
Change+905
Value$56.5K
Filed 2026-11-06
Ares Financial Consulting, LLC
INCREASED
Shares888 from 829
Change+59 (+7%)
Value$55.4K (+$7.6K)
Filed 2026-10-19
Nova Financial LLC
NEW
Shares859
Change+859
Value$53.6K
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares840 from 2,607
Change-1,767 (-68%)
Value$52.4K (-$97.8K)
Filed 2026-10-14
Caitong International Asset Management Co., Ltd
DECREASED
Shares829 from 4,485
Change-3,656 (-82%)
Value$51.7K (-$206.7K)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
INCREASED
Shares828 from 825
Change+3 (+0%)
Value$51.7K (+$4.1K)
Filed 2026-10-23
Albion Financial Group
INCREASED
Shares822 from 800
Change+22 (+3%)
Value$51.3K (+$5.2K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares818 from 640
Change+178 (+28%)
Value$51.0K (+$14.2K)
Filed 2026-10-20
Birchbrook, Inc.
DECREASED
Shares817 from 885
Change-68 (-8%)
Value$51.0K (-$48)
Filed 2026-10-14
Lipe & Dalton
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$50 (-$46.0K)
Filed 2026-10-15
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$49.9K (+$3.9K)
Filed 2026-10-29
Axiom Investment Management LLC
DECREASED
Shares792 from 23,292
Change-22,500 (-97%)
Value$49.4K (-$1.3M)
Filed 2026-11-03
Entrust Financial LLC
DECREASED
Shares776 from 870
Change-94 (-11%)
Value$48.4K (-$1.7K)
Filed 2026-11-04
Clark Wealth Partners
INCREASED
Shares755 from 717
Change+38 (+5%)
Value$47.1K (+$5.8K)
Filed 2026-10-19
Northstar Asset Management Co
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$45.8K (-$728)
Filed 2026-10-22
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$46.6K (+$3.9K)
Filed 2026-10-01
Robbins Farley
DECREASED
Shares718 from 721
Change-3 (0%)
Value$44.8K (+$3.3K)
Filed 2026-10-21
Fairman Group, LLC
UNCHANGED
Shares718 from 718
Change0 (0%)
Value$44.8K (+$3.4K)
Filed 2026-10-26
Signature Equity Partners, LLC
DECREASED
Shares711 from 2,134
Change-1,423 (-67%)
Value$44.3K (-$78.6K)
Filed 2026-10-29
UMB Private Wealth Management, LLC
NEW
Shares676
Change+676
Value$42.2K
Filed 2026-10-19
Wolff Wiese Magana LLC
INCREASED
Shares656 from 655
Change+1 (+0%)
Value$40.9K (+$3.2K)
Filed 2026-10-15
Comprehensive Financial Planning, Inc.
INCREASED
Shares651 from 646
Change+5 (+1%)
Value$40.6K (+$3.4K)
Filed 2026-10-27
West Paces Advisors Inc.
DECREASED
Shares629 from 648
Change-19 (-3%)
Value$39.3K (+$1.9K)
Filed 2026-10-13
Beacon Financial Strategies Corp
DECREASED
Shares624 from 708
Change-84 (-12%)
Value$38.9K (-$1.9K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
DECREASED
Shares621 from 939
Change-318 (-34%)
Value$38.8K (-$15.4K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
INCREASED
Shares608 from 437
Change+171 (+39%)
Value$37.9K (+$12.8K)
Filed 2026-10-13
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares600 from 1,700
Change-1,100 (-65%)
Value$37.4K (-$60.5K)
Filed 2026-10-07
Buck Wealth Strategies, LLC
DECREASED
Shares597 from 1,107
Change-510 (-46%)
Value$37.3K (-$26.5K)
Filed 2026-10-28
James T. Borello RIA
INCREASED
Shares595 from 542
Change+53 (+10%)
Value$37.1K (+$5.9K)
Filed 2026-10-16
10Elms LLP
INCREASED
Shares586 from 504
Change+82 (+16%)
Value$36.5K (+$7.5K)
Filed 2026-11-06
IMG Wealth Management, Inc.
INCREASED
Shares586 from 525
Change+61 (+12%)
Value$36.6K (+$6.3K)
Filed 2026-10-27
Raleigh Capital Management Inc.
DECREASED
Shares585 from 649
Change-64 (-10%)
Value$36.5K (-$886)
Filed 2026-10-28
IFS Advisors, LLC
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$36.1K (+$2.8K)
Filed 2026-10-14
Highline Wealth Partners LLC
INCREASED
Shares578 from 449
Change+129 (+29%)
Value$36.1K (+$10.2K)
Filed 2026-10-19
Bayban
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$33.1K ($0)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares555
Change+555
Value$34.6K
Filed 2026-10-27
DeDora Capital, Inc.
NEW
Shares514
Change+514
Value$32.1K
Filed 2026-10-26
Fortis Group Advisors, LLC
INCREASED
Shares512 from 500
Change+12 (+2%)
Value$31.9K (+$3.1K)
Filed 2026-11-06
Tsfg, LLC
DECREASED
Shares500 from 657
Change-157 (-24%)
Value$31.0K (+$31.0K)
Filed 2026-10-23
POM Investment Strategies, LLC
DECREASED
Shares500 from 513
Change-13 (-3%)
Value$31.2K (+$1.6K)
Filed 2026-10-20
Roxbury Financial LLC
INCREASED
Shares493 from 492
Change+1 (+0%)
Value$30.7K (+$2.4K)
Filed 2026-10-01
Bayforest Capital Ltd
NEW
Shares478
Change+478
Value$29.8K
Filed 2026-11-03
Joseph Group Capital Management
INCREASED
Shares476 from 376
Change+100 (+27%)
Value$29.7K (+$8.0K)
Filed 2026-11-04
Nfsg Corp
INCREASED
Shares475 from 470
Change+5 (+1%)
Value$29.6K (+$2.6K)
Filed 2026-10-15
Rothwell Investment Advisors, LLC
NEW
Shares471
Change+471
Value$29.4K
Filed 2026-11-06
Navigoe, LLC
INCREASED
Shares464 from 445
Change+19 (+4%)
Value$28 (+$3)
Filed 2026-11-04
Hager Investment Management Services, LLC
INCREASED
Shares460 from 370
Change+90 (+24%)
Value$28.7K (+$7.4K)
Filed 2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$27.5K (+$2.1K)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares428 from 420
Change+8 (+2%)
Value$26.7K (+$2.5K)
Filed 2026-10-29
Avion Wealth
INCREASED
Shares423 from 339
Change+84 (+25%)
Value$26.0K (+$26.0K)
Filed 2026-11-04
Financial Freedom, LLC
NEW
Shares412
Change+412
Value$25.7K
Filed 2026-11-06
Ameliora Wealth Management Ltd.
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$24.6K (+$1.9K)
Filed 2026-10-23
Valued Wealth Advisors LLC
INCREASED
Shares387 from 300
Change+87 (+29%)
Value$24.2K (+$6.9K)
Filed 2026-11-05
Louisbourg Investments Inc.
NEW
Shares385
Change+385
Value$24.0K
Filed 2026-10-20
Fairway Wealth LLC
NEW
Shares382
Change+382
Value$23.8K
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
NEW
Shares376
Change+376
Value$23.5K
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$23.4K (+$1.8K)
Filed 2026-10-28
Cedar Mountain Advisors, LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$22.7K (+$1.7K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED
Shares355 from 1,304
Change-949 (-73%)
Value$22.2K (-$53.0K)
Filed 2026-11-03
Financial Management Professionals, Inc.
INCREASED
Shares352 from 100
Change+252 (+252%)
Value$22.0K (+$16.2K)
Filed 2026-10-23
Horizon Financial Services, LLC
DECREASED
Shares346 from 357
Change-11 (-3%)
Value$21.6K (+$1.0K)
Filed 2026-11-04
John Boyer, Inc.
NEW
Shares337
Change+337
Value$21.0K
Filed 2026-10-27
IAG Wealth Partners, LLC
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$20.9K (+$1.6K)
Filed 2026-11-06
Yankcom Partnership
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$20.1K (+$1.5K)
Filed 2026-10-15
Winch Advisory Services, LLC
INCREASED
Shares313 from 311
Change+2 (+1%)
Value$19.6K (+$1.7K)
Filed 2026-11-06
Hoey Investments, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$18.7K (+$1.4K)
Filed 2026-10-29
Dorato Capital Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.9K (+$636)
Filed 2026-10-08
Phillip James Consulting Co.
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$17.8K (+$1.4K)
Filed 2026-11-03
Miller Wealth Advisors, LLC
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$17.5K (+$1.3K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
INCREASED
Shares277 from 43
Change+234 (+544%)
Value$17.3K (+$14.8K)
Filed 2026-11-04
Sfam, LLC
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$17.0K (+$1.3K)
Filed 2026-11-03
Brown Shipley& Co Ltd
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$16.8K (+$1.3K)
Filed 2026-10-09
GGM Financial LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$16.8K (+$1.3K)
Filed 2026-11-05
Mascoma Wealth Management LLC
DECREASED
Shares254 from 260
Change-6 (-2%)
Value$15.8K (+$868)
Filed 2026-10-23
Sunrise Financial Services, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$15.0K (+$1.1K)
Filed 2026-10-21
Country Trust Bank
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$14.7K (+$1.1K)
Filed 2026-10-30
Pacifica Partners Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$14.1K (+$764)
Filed 2026-10-09
Dynamic Wealth Strategies, LLC
INCREASED
Shares229 from 190
Change+39 (+21%)
Value$14.3K (+$3.3K)
Filed 2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$14.0K (+$1.1K)
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$13.4K (+$1.0K)
Filed 2026-10-16
Vima LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$11.9K (+$908)
Filed 2026-10-23
Mainstream Capital Management LLC
NEW
Shares186
Change+186
Value$11.6K
Filed 2026-10-23
Burk Holdings LLC
INCREASED
Shares169 from 51
Change+118 (+231%)
Value$10.5K (+$7.6K)
Filed 2026-11-05
Montgomery Financial Services LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$9.6K (+$755)
Filed 2026-11-03
Winthrop Capital Management, LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$9.5K (+$9.5K)
Filed 2026-11-05
Midwest Capital Advisors, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$9.4K (+$717)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares148
Change+148
Value$9.2K
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares145
Change+145
Value$9.0K
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$9.0K (+$688)
Filed 2026-10-26
Goodman Advisory Group, LLC
NEW
Shares143
Change+143
Value$8.9K
Filed 2026-11-02
Key Capital Management, Inc
INCREASED
Shares141 from 131
Change+10 (+8%)
Value$8.8K (+$1.3K)
Filed 2026-11-03
Rakuten Securities, Inc.
INCREASED
Shares140 from 59
Change+81 (+137%)
Value$8.7K (+$5.3K)
Filed 2026-11-02
Strengthening Families & Communities, LLC
INCREASED
Shares136 from 135
Change+1 (+1%)
Value$8.5K (+$700)
Filed 2026-10-21
Marquette Asset Management, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$8.2K (+$631)
Filed 2026-10-09
High Point Wealth Management, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$7.9K (+$609)
Filed 2026-11-05
Kozak & Associates, Inc.
INCREASED
Shares126 from 125
Change+1 (+1%)
Value$7.6K (+$546)
Filed 2026-10-29
Kingdom Financial Group Llc.
INCREASED
Shares121 from 39
Change+82 (+210%)
Value$7.6K (+$5.3K)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
NEW
Shares119
Change+119
Value$7.4K
Filed 2026-10-15
Hurley Capital, LLC
DECREASED
Shares116 from 124
Change-8 (-6%)
Value$7.2K (+$93)
Filed 2026-11-05
KFG LLC
NEW
Shares110
Change+110
Value$6.9K
Filed 2026-11-02
Gleason Group, Inc.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$6.3K (+$482)
Filed 2026-10-15
Retirement Wealth Solutions LLC
DECREASED
Shares79 from 80
Change-1 (-1%)
Value$4.9K (+$320)
Filed 2026-10-07
Davis Capital Management
INCREASED
Shares74 from 59
Change+15 (+25%)
Value$4.6K (+$1.2K)
Filed 2026-10-08
Cdkv Holdings LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$4.4K (+$334)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
DECREASED
Shares65 from 109
Change-44 (-40%)
Value$4.1K (-$2.2K)
Filed 2026-11-02
Affinity Wealth LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$3.9K (+$247)
Filed 2026-11-03
Signature Resources Capital Management, LLC
DECREASED
Shares63 from 83
Change-20 (-24%)
Value$3.9K (-$851)
Filed 2026-10-16
Ulland Investment Advisors, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$4 (+$1)
Filed 2026-10-13
WestEnd Advisors, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.7K (+$287)
Filed 2026-10-27
Lloyd Advisory Services, Llc.
INCREASED
Shares49 from 48
Change+1 (+2%)
Value$3.0K (+$286)
Filed 2026-11-02
Holos Integrated Wealth LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$2.9K (+$42)
Filed 2026-10-23
Bare Financial Services, Inc
DECREASED
Shares45 from 54
Change-9 (-17%)
Value$2.8K (-$303)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
NEW
Shares44
Change+44
Value$2.7K
Filed 2026-10-20
Lynch Investment Planning, LLC
NEW
Shares40
Change+40
Value$2.5K
Filed 2026-10-27
Burkett Financial Services, LLC
INCREASED
Shares40 from 39
Change+1 (+3%)
Value$2.5K (+$215)
Filed 2026-10-01
PayPay Securities Corp
DECREASED
Shares38 from 207
Change-169 (-82%)
Value$2.4K (-$9.6K)
Filed 2026-10-27
McCarley & Cook Financial Planners
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.1K (+$163)
Filed 2026-10-21
Polaris Financial Partners
NEW
Shares32
Change+32
Value$2
Filed 2026-10-02
Breakwater Investment Management
INCREASED
Shares32 from 11
Change+21 (+191%)
Value$2.0K (+$1.4K)
Filed 2026-10-20
Hoertkorn Richard Charles
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.5K (+$115)
Filed 2026-11-04
Ashurst Perkins Coie Trust Co
NEW
Shares19
Change+19
Value$1.2K
Filed 2026-10-15
Nvest Wealth Strategies, Inc.
NEW
Shares18
Change+18
Value$1.1K
Filed 2026-10-14
Noble Wealth Management PBC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$998 (+$76)
Filed 2026-10-01
Downshift Financial, LLC
NEW
Shares15
Change+15
Value$936
Filed 2026-10-13
Contravisory Investment Management, Inc.
NEW
Shares13
Change+13
Value$811
Filed 2026-10-13
Align Financial, LLC
NEW
Shares13
Change+13
Value$811
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$500 (+$39)
Filed 2026-10-15
3 Factor Indexing, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$312 (+$23)
Filed 2026-10-15
Redwood Park Advisors LLC
NEW
Shares4
Change+4
Value$250
Filed 2026-11-02
Penn Davis Mcfarland Inc
CLOSED
Shares0 from 240,615
Change-240,615 (-100%)
Value$0 (-$13.9M)
Filed 2026-10-23
Milestone Asset Management, LLC
CLOSED
Shares0 from 141,848
Change-141,848 (-100%)
Value$0 (-$8.2M)
Filed 2026-10-15
WealthCare Asset Management, LLC
CLOSED
Shares0 from 58,974
Change-58,974 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-26
Wellington Shields & Co., LLC
CLOSED
Shares0 from 39,424
Change-39,424 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-03
Three Seasons Wealth, LLC
CLOSED
Shares0 from 38,187
Change-38,187 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-03
Titan Investment Management LLC
CLOSED
Shares0 from 31,955
Change-31,955 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-22
Brick & Kyle, Associates
CLOSED
Shares0 from 20,796
Change-20,796 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Cane Capital Partners, LLC
CLOSED
Shares0 from 19,059
Change-19,059 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-23
Blue Capital, Inc.
CLOSED
Shares0 from 18,381
Change-18,381 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-13
Encompass More Asset Management
CLOSED
Shares0 from 14,408
Change-14,408 (-100%)
Value$0 (-$830.2K)
Filed 2026-10-16
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 12,407
Change-12,407 (-100%)
Value$0 (-$714.9K)
Filed 2026-11-03
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 10,279
Change-10,279 (-100%)
Value$0 (-$592.3K)
Filed 2026-10-13
Abner Herrman & Brock LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$576)
Filed 2026-10-20
Tucker Asset Management LLC
CLOSED
Shares0 from 9,151
Change-9,151 (-100%)
Value$0 (-$527.3K)
Filed 2026-10-29
National Wealth Management Group, LLC
CLOSED
Shares0 from 8,007
Change-8,007 (-100%)
Value$0 (-$461.4K)
Filed 2026-10-26
Axim Planning & Wealth
CLOSED
Shares0 from 7,238
Change-7,238 (-100%)
Value$0 (-$417.1K)
Filed 2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
CLOSED
Shares0 from 6,474
Change-6,474 (-100%)
Value$0 (-$373.0K)
Filed 2026-10-22
JIM Saulnier & Associates, LLC
CLOSED
Shares0 from 6,076
Change-6,076 (-100%)
Value$0 (-$350.1K)
Filed 2026-11-04
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 5,954
Change-5,954 (-100%)
Value$0 (-$343.1K)
Filed 2026-10-21
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 4,940
Change-4,940 (-100%)
Value$0 (-$284.6K)
Filed 2026-11-05
Arlington Partners LLC
CLOSED
Shares0 from 4,854
Change-4,854 (-100%)
Value$0 (-$279.7K)
Filed 2026-10-20
PCG Asset Management, LLC
CLOSED
Shares0 from 4,800
Change-4,800 (-100%)
Value$0 (-$276.6K)
Filed 2026-11-05
Waycross Partners, LLC
CLOSED
Shares0 from 4,557
Change-4,557 (-100%)
Value$0 (-$262.6K)
Filed 2026-11-03
Earned Wealth Advisors, LLC
CLOSED
Shares0 from 4,515
Change-4,515 (-100%)
Value$0 (-$260.1K)
Filed 2026-11-06
Carson Advisory Inc.
CLOSED
Shares0 from 4,371
Change-4,371 (-100%)
Value$0 (-$251.9K)
Filed 2026-11-06
Good Steward Wealth Advisors,LLC
CLOSED
Shares0 from 4,219
Change-4,219 (-100%)
Value$0 (-$243.1K)
Filed 2026-11-06
KPP Advisory Services LLC
CLOSED
Shares0 from 4,213
Change-4,213 (-100%)
Value$0 (-$242.7K)
Filed 2026-10-26
Johnson Financial Group, LLC
CLOSED
Shares0 from 4,210
Change-4,210 (-100%)
Value$0 (-$242.6K)
Filed 2026-11-03
ABC Arbitrage SA
CLOSED
Shares0 from 4,164
Change-4,164 (-100%)
Value$0 (-$239.9K)
Filed 2026-10-23
ProVise Management Group, LLC
CLOSED
Shares0 from 4,099
Change-4,099 (-100%)
Value$0 (-$236.2K)
Filed 2026-11-06
MQS Management LLC
CLOSED
Shares0 from 4,034
Change-4,034 (-100%)
Value$0 (-$232.4K)
Filed 2026-11-06
One Wealth Capital Management, LLC
CLOSED
Shares0 from 3,960
Change-3,960 (-100%)
Value$0 (-$228.2K)
Filed 2026-10-23
Ramiah Investment Group
CLOSED
Shares0 from 3,867
Change-3,867 (-100%)
Value$0 (-$222.8K)
Filed 2026-10-20
Spectrum Planning & Advisory Services Inc.
CLOSED
Shares0 from 3,667
Change-3,667 (-100%)
Value$0 (-$211.3K)
Filed 2026-11-05
KG Capital Management
CLOSED
Shares0 from 3,578
Change-3,578 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-15
Carl P. Sherr & Co., LLC
CLOSED
Shares0 from 3,552
Change-3,552 (-100%)
Value$0 (-$204.7K)
Filed 2026-11-06
Norris Perne & French LLP
CLOSED
Shares0 from 3,548
Change-3,548 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-23
HBW Advisory Services LLC
CLOSED
Shares0 from 3,499
Change-3,499 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-15
Money Concepts Capital Corp
CLOSED
Shares0 from 3,497
Change-3,497 (-100%)
Value$0 (-$201.5K)
Filed 2026-11-06
Collar Capital Management, LLC
CLOSED
Shares0 from 3,485
Change-3,485 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-28
Vestor Capital, LLC
CLOSED
Shares0 from 2,798
Change-2,798 (-100%)
Value$0 (-$606)
Filed 2026-11-04
Sherman Asset Management, Inc.
CLOSED
Shares0 from 2,117
Change-2,117 (-100%)
Value$0 (-$122.0K)
Filed 2026-11-05
Founders Capital Management
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$86.4K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,484
Change-1,484 (-100%)
Value$0 (-$85.5K)
Filed 2026-10-15
Kepler Cheuvreux (Suisse) SA
CLOSED
Shares0 from 929
Change-929 (-100%)
Value$0 (-$53.5K)
Filed 2026-10-20
Jcic Asset Management Inc.
CLOSED
Shares0 from 875
Change-875 (-100%)
Value$0 (-$53.1K)
Filed 2026-10-30
Gill Capital Partners, LLC
CLOSED
Shares0 from 865
Change-865 (-100%)
Value$0 (-$49.8K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 744
Change-744 (-100%)
Value$0 (-$45.2K)
Filed 2026-10-16
Decker Retirement Planning Inc.
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$34.6K)
Filed 2026-10-19
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$28.8K)
Filed 2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-28
Atlatl Advisers LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-22
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$11)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-23
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$5)
Filed 2026-11-06
Point Nemo Capital, LLC
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$6.2K)
Filed 2026-11-03
United Financial Planning Group LLC
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$5.3K)
Filed 2026-11-04
Brooklyn FI, LLC
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$5.0K)
Filed 2026-11-05
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-29
Bullseye Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-29
Obsidian CIO, LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-05
CKW Financial Group
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-16
Evolution Advisers, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 ($0)
Filed 2026-11-06
Mechanics Financial Corp
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$346)
Filed 2026-11-05
BlackRock, Inc.
N/A
Shares— from 180,384,994
Change-180,384,994 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 133,337,856
Change-133,337,856 (-100%)
Value—
State Street Corp
N/A
Shares— from 102,408,940
Change-102,408,940 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 71,713,442
Change-71,713,442 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 67,595,177
Change-67,595,177 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 46,873,015
Change-46,873,015 (-100%)
Value—
Norges Bank
N/A
Shares— from 36,866,658
Change-36,866,658 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 34,045,352
Change-34,045,352 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 31,707,643
Change-31,707,643 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 29,009,025
Change-29,009,025 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 27,357,486
Change-27,357,486 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 26,670,064
Change-26,670,064 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 24,923,900
Change-24,923,900 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 24,918,384
Change-24,918,384 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 22,839,010
Change-22,839,010 (-100%)
Value—
Independent Franchise Partners LLP
N/A
Shares— from 21,792,841
Change-21,792,841 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 17,022,940
Change-17,022,940 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,016,799
Change-17,016,799 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,293,303
Change-16,293,303 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 16,033,480
Change-16,033,480 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 12,226,954
Change-12,226,954 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,094,886
Change-12,094,886 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 11,593,352
Change-11,593,352 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 11,467,840
Change-11,467,840 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 11,363,537
Change-11,363,537 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 10,217,590
Change-10,217,590 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 10,168,924
Change-10,168,924 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 10,085,383
Change-10,085,383 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,876,439
Change-8,876,439 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 8,585,846
Change-8,585,846 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 8,052,294
Change-8,052,294 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 7,995,711
Change-7,995,711 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 7,281,999
Change-7,281,999 (-100%)
Value—
FIL Ltd
N/A
Shares— from 6,523,813
Change-6,523,813 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,321,643
Change-6,321,643 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,981,822
Change-5,981,822 (-100%)
Value—
Capital International Investors
N/A
Shares— from 5,913,752
Change-5,913,752 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 5,758,800
Change-5,758,800 (-100%)
Value—
National Pension Service
N/A
Shares— from 5,578,135
Change-5,578,135 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,492,542
Change-5,492,542 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 5,409,898
Change-5,409,898 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,212,215
Change-5,212,215 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,790,695
Change-4,790,695 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 4,757,720
Change-4,757,720 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,700,737
Change-4,700,737 (-100%)
Value—
Man Group plc
N/A
Shares— from 4,682,000
Change-4,682,000 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 4,619,950
Change-4,619,950 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 4,570,905
Change-4,570,905 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 4,327,511
Change-4,327,511 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 4,228,503
Change-4,228,503 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 4,186,444
Change-4,186,444 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,914,086
Change-3,914,086 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 3,640,333
Change-3,640,333 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,469,260
Change-3,469,260 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,347,347
Change-3,347,347 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 3,215,133
Change-3,215,133 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,093,958
Change-3,093,958 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,865,663
Change-2,865,663 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,777,169
Change-2,777,169 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,765,830
Change-2,765,830 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,580,079
Change-2,580,079 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 2,433,354
Change-2,433,354 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 2,301,674
Change-2,301,674 (-100%)
Value—
Capital World Investors
N/A
Shares— from 2,244,242
Change-2,244,242 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,244,020
Change-2,244,020 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,176,661
Change-2,176,661 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,153,285
Change-2,153,285 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 2,034,760
Change-2,034,760 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 2,015,994
Change-2,015,994 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 2,007,448
Change-2,007,448 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,974,256
Change-1,974,256 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,883,218
Change-1,883,218 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 1,870,866
Change-1,870,866 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,862,476
Change-1,862,476 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,798,345
Change-1,798,345 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,794,030
Change-1,794,030 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,776,782
Change-1,776,782 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,753,508
Change-1,753,508 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,749,222
Change-1,749,222 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,726,026
Change-1,726,026 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,716,000
Change-1,716,000 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,691,386
Change-1,691,386 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,643,058
Change-1,643,058 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,640,861
Change-1,640,861 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,572,329
Change-1,572,329 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,567,009
Change-1,567,009 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,501,534
Change-1,501,534 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1,501,133
Change-1,501,133 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,478,236
Change-1,478,236 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,400,478
Change-1,400,478 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,277,451
Change-1,277,451 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,252,740
Change-1,252,740 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 1,232,853
Change-1,232,853 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 1,203,684
Change-1,203,684 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,190,931
Change-1,190,931 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,167,476
Change-1,167,476 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 1,141,710
Change-1,141,710 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 1,132,367
Change-1,132,367 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,126,721
Change-1,126,721 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,121,564
Change-1,121,564 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,089,964
Change-1,089,964 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 1,088,316
Change-1,088,316 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,084,726
Change-1,084,726 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 1,072,109
Change-1,072,109 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,063,855
Change-1,063,855 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,044,439
Change-1,044,439 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 1,040,700
Change-1,040,700 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,029,843
Change-1,029,843 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,001,841
Change-1,001,841 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 972,843
Change-972,843 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 948,427
Change-948,427 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 939,759
Change-939,759 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 926,930
Change-926,930 (-100%)
Value—
Orbimed Advisors LLC
N/A
Shares— from 925,000
Change-925,000 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 910,107
Change-910,107 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 895,583
Change-895,583 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 894,748
Change-894,748 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 892,969
Change-892,969 (-100%)
Value—
ING Groep NV
N/A
Shares— from 885,384
Change-885,384 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 883,910
Change-883,910 (-100%)
Value—
Sofinnova Investments, Inc.
N/A
Shares— from 876,970
Change-876,970 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 869,888
Change-869,888 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 851,719
Change-851,719 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 850,792
Change-850,792 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 840,572
Change-840,572 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 827,889
Change-827,889 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 825,825
Change-825,825 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 815,156
Change-815,156 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 804,406
Change-804,406 (-100%)
Value—
Vestal Point Capital, LP
N/A
Shares— from 800,000
Change-800,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 797,026
Change-797,026 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 766,521
Change-766,521 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 759,648
Change-759,648 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 758,403
Change-758,403 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 752,576
Change-752,576 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 741,187
Change-741,187 (-100%)
Value—
Sector Gamma AS
N/A
Shares— from 726,115
Change-726,115 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 707,023
Change-707,023 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 704,213
Change-704,213 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 696,430
Change-696,430 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 690,291
Change-690,291 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 651,769
Change-651,769 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 645,383
Change-645,383 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 643,495
Change-643,495 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 636,124
Change-636,124 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 631,068
Change-631,068 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 622,880
Change-622,880 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 620,932
Change-620,932 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 607,026
Change-607,026 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 605,499
Change-605,499 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 601,653
Change-601,653 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 596,862
Change-596,862 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 595,848
Change-595,848 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 577,945
Change-577,945 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 559,407
Change-559,407 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 545,919
Change-545,919 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 542,448
Change-542,448 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 541,670
Change-541,670 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 520,919
Change-520,919 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 509,462
Change-509,462 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 507,605
Change-507,605 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 484,912
Change-484,912 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 480,177
Change-480,177 (-100%)
Value—
Oaktop Capital Management II, L.P.
N/A
Shares— from 479,991
Change-479,991 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 475,690
Change-475,690 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 467,183
Change-467,183 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 461,275
Change-461,275 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 439,307
Change-439,307 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 420,361
Change-420,361 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 417,877
Change-417,877 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 417,663
Change-417,663 (-100%)
Value—
Blair William & Co
N/A
Shares— from 416,247
Change-416,247 (-100%)
Value—
Catalio Capital Management, LP
N/A
Shares— from 412,961
Change-412,961 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 411,483
Change-411,483 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 411,234
Change-411,234 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 409,428
Change-409,428 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 398,360
Change-398,360 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 392,285
Change-392,285 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 387,252
Change-387,252 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 384,190
Change-384,190 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 374,226
Change-374,226 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 370,921
Change-370,921 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 369,878
Change-369,878 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 368,848
Change-368,848 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 363,882
Change-363,882 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 353,962
Change-353,962 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 349,560
Change-349,560 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 348,285
Change-348,285 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 336,808
Change-336,808 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 330,151
Change-330,151 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 324,626
Change-324,626 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 320,925
Change-320,925 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 310,064
Change-310,064 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 306,918
Change-306,918 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 306,356
Change-306,356 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 305,070
Change-305,070 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 302,317
Change-302,317 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 298,653
Change-298,653 (-100%)
Value—
Birchview Capital, LP
N/A
Shares— from 297,243
Change-297,243 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 296,292
Change-296,292 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 293,739
Change-293,739 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 289,321
Change-289,321 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 289,019
Change-289,019 (-100%)
Value—
Stephens Inc
N/A
Shares— from 282,306
Change-282,306 (-100%)
Value—
Commerce Bank
N/A
Shares— from 280,150
Change-280,150 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 278,312
Change-278,312 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 277,131
Change-277,131 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 275,364
Change-275,364 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 270,438
Change-270,438 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 266,908
Change-266,908 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 264,345
Change-264,345 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 261,750
Change-261,750 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 260,552
Change-260,552 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 256,790
Change-256,790 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 256,300
Change-256,300 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 256,073
Change-256,073 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 253,748
Change-253,748 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 251,893
Change-251,893 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 247,151
Change-247,151 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 247,000
Change-247,000 (-100%)
Value—
Prudential PLC
N/A
Shares— from 245,568
Change-245,568 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 242,261
Change-242,261 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 240,100
Change-240,100 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 239,727
Change-239,727 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 236,705
Change-236,705 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 236,011
Change-236,011 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 233,790
Change-233,790 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 233,338
Change-233,338 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 232,697
Change-232,697 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 228,360
Change-228,360 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 227,584
Change-227,584 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 221,134
Change-221,134 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 219,828
Change-219,828 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 216,049
Change-216,049 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 212,761
Change-212,761 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 212,521
Change-212,521 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 211,586
Change-211,586 (-100%)
Value—
Allstate Corp
N/A
Shares— from 210,034
Change-210,034 (-100%)
Value—
Colrain Capital LLC
N/A
Shares— from 208,145
Change-208,145 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 208,112
Change-208,112 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 202,756
Change-202,756 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 194,227
Change-194,227 (-100%)
Value—
Sio Capital Management, LLC
N/A
Shares— from 193,500
Change-193,500 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 187,581
Change-187,581 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 185,612
Change-185,612 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 184,742
Change-184,742 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 180,941
Change-180,941 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 179,874
Change-179,874 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 176,631
Change-176,631 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 174,152
Change-174,152 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 173,350
Change-173,350 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 170,634
Change-170,634 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 170,319
Change-170,319 (-100%)
Value—
&partners
N/A
Shares— from 165,112
Change-165,112 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 165,023
Change-165,023 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 164,904
Change-164,904 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 164,114
Change-164,114 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 163,962
Change-163,962 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 162,082
Change-162,082 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 161,894
Change-161,894 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 159,908
Change-159,908 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 159,871
Change-159,871 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 156,665
Change-156,665 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 152,317
Change-152,317 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 148,873
Change-148,873 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 146,238
Change-146,238 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 145,551
Change-145,551 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 142,922
Change-142,922 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 142,019
Change-142,019 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 138,710
Change-138,710 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 136,299
Change-136,299 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 135,656
Change-135,656 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 134,450
Change-134,450 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 134,318
Change-134,318 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 132,573
Change-132,573 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 130,247
Change-130,247 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 129,968
Change-129,968 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 129,790
Change-129,790 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 128,658
Change-128,658 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 126,744
Change-126,744 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 125,071
Change-125,071 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 124,541
Change-124,541 (-100%)
Value—
Calydon Capital
N/A
Shares— from 123,497
Change-123,497 (-100%)
Value—
BNP Paribas
N/A
Shares— from 120,493
Change-120,493 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 120,372
Change-120,372 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 120,039
Change-120,039 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 119,517
Change-119,517 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 118,863
Change-118,863 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 115,747
Change-115,747 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 115,148
Change-115,148 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 114,609
Change-114,609 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 114,254
Change-114,254 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 113,537
Change-113,537 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 113,175
Change-113,175 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 111,561
Change-111,561 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 110,424
Change-110,424 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 108,514
Change-108,514 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 104,335
Change-104,335 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 102,981
Change-102,981 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 102,842
Change-102,842 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 101,597
Change-101,597 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 101,377
Change-101,377 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 100,282
Change-100,282 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
FourWorld Capital Management LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 99,797
Change-99,797 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 99,653
Change-99,653 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 97,895
Change-97,895 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 97,475
Change-97,475 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 96,905
Change-96,905 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 96,478
Change-96,478 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 96,264
Change-96,264 (-100%)
Value—
Allianz SE
N/A
Shares— from 94,851
Change-94,851 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 94,816
Change-94,816 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 94,459
Change-94,459 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 94,347
Change-94,347 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 93,578
Change-93,578 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 93,509
Change-93,509 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 91,910
Change-91,910 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 91,557
Change-91,557 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 88,288
Change-88,288 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 87,527
Change-87,527 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 87,063
Change-87,063 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 86,291
Change-86,291 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 84,601
Change-84,601 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 83,879
Change-83,879 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 82,671
Change-82,671 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 82,237
Change-82,237 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 82,081
Change-82,081 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 82,074
Change-82,074 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 81,141
Change-81,141 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 80,799
Change-80,799 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 80,607
Change-80,607 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 80,237
Change-80,237 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 79,939
Change-79,939 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 79,928
Change-79,928 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 79,705
Change-79,705 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 79,400
Change-79,400 (-100%)
Value—
EFG International AG
N/A
Shares— from 79,256
Change-79,256 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 79,193
Change-79,193 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 79,062
Change-79,062 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 78,916
Change-78,916 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 78,510
Change-78,510 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 77,766
Change-77,766 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 77,547
Change-77,547 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 77,374
Change-77,374 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 77,353
Change-77,353 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 76,062
Change-76,062 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 75,377
Change-75,377 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 75,264
Change-75,264 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 74,774
Change-74,774 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 74,298
Change-74,298 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 74,128
Change-74,128 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 73,085
Change-73,085 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 72,834
Change-72,834 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 72,038
Change-72,038 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 71,766
Change-71,766 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 71,646
Change-71,646 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 71,425
Change-71,425 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 71,067
Change-71,067 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 69,858
Change-69,858 (-100%)
Value—
Miller Value Partners, LLC
N/A
Shares— from 69,500
Change-69,500 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 67,905
Change-67,905 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 67,743
Change-67,743 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 67,290
Change-67,290 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 66,843
Change-66,843 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 66,262
Change-66,262 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 65,800
Change-65,800 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 65,473
Change-65,473 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 65,358
Change-65,358 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 65,070
Change-65,070 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 64,644
Change-64,644 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 64,156
Change-64,156 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 64,106
Change-64,106 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 63,891
Change-63,891 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 62,042
Change-62,042 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 61,642
Change-61,642 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 61,627
Change-61,627 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 61,611
Change-61,611 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 61,550
Change-61,550 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 61,504
Change-61,504 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 60,684
Change-60,684 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 60,529
Change-60,529 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 60,405
Change-60,405 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 60,305
Change-60,305 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 59,492
Change-59,492 (-100%)
Value—
Four Tree Island Advisory LLC
N/A
Shares— from 58,337
Change-58,337 (-100%)
Value—
Capital International LTD
N/A
Shares— from 57,368
Change-57,368 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 56,768
Change-56,768 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 56,540
Change-56,540 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 56,454
Change-56,454 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 55,638
Change-55,638 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 55,185
Change-55,185 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 54,404
Change-54,404 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 54,193
Change-54,193 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 53,800
Change-53,800 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 53,391
Change-53,391 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 53,008
Change-53,008 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 52,979
Change-52,979 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 52,772
Change-52,772 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 52,522
Change-52,522 (-100%)
Value—
Boston Partners
N/A
Shares— from 51,843
Change-51,843 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 51,758
Change-51,758 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 51,534
Change-51,534 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 51,506
Change-51,506 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 51,332
Change-51,332 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 51,275
Change-51,275 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 51,149
Change-51,149 (-100%)
Value—
Ossiam
N/A
Shares— from 50,862
Change-50,862 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 50,571
Change-50,571 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 50,189
Change-50,189 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 50,169
Change-50,169 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 50,112
Change-50,112 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 48,899
Change-48,899 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 48,612
Change-48,612 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 48,515
Change-48,515 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 47,373
Change-47,373 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 45,235
Change-45,235 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 45,093
Change-45,093 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 45,073
Change-45,073 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 44,552
Change-44,552 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 44,239
Change-44,239 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 44,119
Change-44,119 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 43,889
Change-43,889 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 43,803
Change-43,803 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 43,367
Change-43,367 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 43,011
Change-43,011 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 42,984
Change-42,984 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 42,882
Change-42,882 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 42,788
Change-42,788 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 42,649
Change-42,649 (-100%)
Value—
Dodge & COX
N/A
Shares— from 42,361
Change-42,361 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 42,344
Change-42,344 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 42,214
Change-42,214 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 42,000
Change-42,000 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 41,874
Change-41,874 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 41,842
Change-41,842 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 40,920
Change-40,920 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 40,673
Change-40,673 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 40,500
Change-40,500 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 40,494
Change-40,494 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 40,464
Change-40,464 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 39,356
Change-39,356 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 38,651
Change-38,651 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 38,400
Change-38,400 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 38,103
Change-38,103 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 38,091
Change-38,091 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 37,453
Change-37,453 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 36,997
Change-36,997 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 36,710
Change-36,710 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 36,579
Change-36,579 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 36,535
Change-36,535 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 36,270
Change-36,270 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 36,127
Change-36,127 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 35,952
Change-35,952 (-100%)
Value—
Simmons Bank
N/A
Shares— from 35,578
Change-35,578 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 35,462
Change-35,462 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 35,333
Change-35,333 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 34,624
Change-34,624 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 34,471
Change-34,471 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 34,245
Change-34,245 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 34,049
Change-34,049 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 34,020
Change-34,020 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 33,855
Change-33,855 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 33,580
Change-33,580 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 33,564
Change-33,564 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 33,478
Change-33,478 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 33,431
Change-33,431 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 33,250
Change-33,250 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 33,126
Change-33,126 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 33,075
Change-33,075 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 32,862
Change-32,862 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 32,676
Change-32,676 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 32,635
Change-32,635 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 32,542
Change-32,542 (-100%)
Value—
CSS LLC
N/A
Shares— from 32,320
Change-32,320 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 32,175
Change-32,175 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 31,750
Change-31,750 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 31,077
Change-31,077 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 31,027
Change-31,027 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 30,557
Change-30,557 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 30,395
Change-30,395 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 30,002
Change-30,002 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 29,904
Change-29,904 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 29,888
Change-29,888 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 29,497
Change-29,497 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 29,328
Change-29,328 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 29,270
Change-29,270 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 29,183
Change-29,183 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 28,961
Change-28,961 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 28,898
Change-28,898 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 27,994
Change-27,994 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 27,548
Change-27,548 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 27,375
Change-27,375 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 27,347
Change-27,347 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 27,228
Change-27,228 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 27,186
Change-27,186 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 27,062
Change-27,062 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 26,692
Change-26,692 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 26,527
Change-26,527 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 26,390
Change-26,390 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 26,357
Change-26,357 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 26,235
Change-26,235 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 25,573
Change-25,573 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 25,571
Change-25,571 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 25,331
Change-25,331 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 24,805
Change-24,805 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 24,747
Change-24,747 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 24,684
Change-24,684 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 24,660
Change-24,660 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 24,641
Change-24,641 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
Nwam LLC
N/A
Shares— from 24,139
Change-24,139 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 24,103
Change-24,103 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 24,068
Change-24,068 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 23,639
Change-23,639 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 23,369
Change-23,369 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 23,354
Change-23,354 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 23,327
Change-23,327 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 23,318
Change-23,318 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 23,078
Change-23,078 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 23,041
Change-23,041 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 22,964
Change-22,964 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 22,672
Change-22,672 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 22,483
Change-22,483 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 22,359
Change-22,359 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 21,798
Change-21,798 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 21,671
Change-21,671 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 21,522
Change-21,522 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 21,398
Change-21,398 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 21,395
Change-21,395 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 21,307
Change-21,307 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 21,171
Change-21,171 (-100%)
Value—
Sectoral Asset Management Inc
N/A
Shares— from 21,150
Change-21,150 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 20,914
Change-20,914 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 20,647
Change-20,647 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 20,516
Change-20,516 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 20,481
Change-20,481 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 20,426
Change-20,426 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 20,329
Change-20,329 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 20,048
Change-20,048 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 19,980
Change-19,980 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 19,527
Change-19,527 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 19,456
Change-19,456 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 19,447
Change-19,447 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 19,376
Change-19,376 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 19,269
Change-19,269 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 19,245
Change-19,245 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 19,200
Change-19,200 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 19,076
Change-19,076 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Alethea Capital Management, LLC
N/A
Shares— from 18,892
Change-18,892 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 18,722
Change-18,722 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 18,720
Change-18,720 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 18,651
Change-18,651 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 18,600
Change-18,600 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 18,530
Change-18,530 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 18,495
Change-18,495 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 18,468
Change-18,468 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 18,341
Change-18,341 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 18,323
Change-18,323 (-100%)
Value—
United Bank
N/A
Shares— from 18,248
Change-18,248 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 18,084
Change-18,084 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 17,698
Change-17,698 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 17,512
Change-17,512 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 17,470
Change-17,470 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 17,453
Change-17,453 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 17,272
Change-17,272 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 17,002
Change-17,002 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 16,914
Change-16,914 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 16,773
Change-16,773 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 16,588
Change-16,588 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 16,581
Change-16,581 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 16,538
Change-16,538 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 16,445
Change-16,445 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 16,352
Change-16,352 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 16,250
Change-16,250 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 16,247
Change-16,247 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 16,157
Change-16,157 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 16,049
Change-16,049 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 15,992
Change-15,992 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 15,972
Change-15,972 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 15,941
Change-15,941 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 15,864
Change-15,864 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 15,853
Change-15,853 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 15,730
Change-15,730 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 15,725
Change-15,725 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 15,580
Change-15,580 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 15,545
Change-15,545 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 15,400
Change-15,400 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 15,342
Change-15,342 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 15,300
Change-15,300 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 15,270
Change-15,270 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 15,232
Change-15,232 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 15,198
Change-15,198 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 15,169
Change-15,169 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 15,089
Change-15,089 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 15,052
Change-15,052 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 14,980
Change-14,980 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 14,907
Change-14,907 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 14,865
Change-14,865 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,839
Change-14,839 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 14,740
Change-14,740 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 14,637
Change-14,637 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 14,625
Change-14,625 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 14,351
Change-14,351 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 14,082
Change-14,082 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 14,065
Change-14,065 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 14,034
Change-14,034 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 13,850
Change-13,850 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 13,795
Change-13,795 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 13,687
Change-13,687 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 13,561
Change-13,561 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 13,539
Change-13,539 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 13,538
Change-13,538 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 13,525
Change-13,525 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 13,335
Change-13,335 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 13,162
Change-13,162 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 13,116
Change-13,116 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 12,969
Change-12,969 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 12,879
Change-12,879 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 12,655
Change-12,655 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 12,607
Change-12,607 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 12,588
Change-12,588 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 12,468
Change-12,468 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 12,426
Change-12,426 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 12,325
Change-12,325 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 12,201
Change-12,201 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 12,051
Change-12,051 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 11,954
Change-11,954 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 11,934
Change-11,934 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,930
Change-11,930 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 11,913
Change-11,913 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 11,855
Change-11,855 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 11,732
Change-11,732 (-100%)
Value—
Park Circle Co
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 11,645
Change-11,645 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 11,624
Change-11,624 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 11,584
Change-11,584 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 11,545
Change-11,545 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 11,461
Change-11,461 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 11,306
Change-11,306 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 11,283
Change-11,283 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 11,182
Change-11,182 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,002
Change-11,002 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 10,844
Change-10,844 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 10,778
Change-10,778 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 10,634
Change-10,634 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 10,571
Change-10,571 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 10,555
Change-10,555 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 10,464
Change-10,464 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 10,447
Change-10,447 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 10,355
Change-10,355 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 10,296
Change-10,296 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 10,263
Change-10,263 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 10,228
Change-10,228 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 10,185
Change-10,185 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 10,167
Change-10,167 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 10,117
Change-10,117 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,113
Change-10,113 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 10,022
Change-10,022 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 9,922
Change-9,922 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 9,911
Change-9,911 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 9,856
Change-9,856 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 9,802
Change-9,802 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 9,762
Change-9,762 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 9,601
Change-9,601 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 9,573
Change-9,573 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 9,515
Change-9,515 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 9,482
Change-9,482 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,475
Change-9,475 (-100%)
Value—
Centennial Bank
N/A
Shares— from 9,469
Change-9,469 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 9,446
Change-9,446 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 9,409
Change-9,409 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 9,346
Change-9,346 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 9,306
Change-9,306 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,232
Change-9,232 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 9,222
Change-9,222 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 9,176
Change-9,176 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 9,151
Change-9,151 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 9,150
Change-9,150 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,134
Change-9,134 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 9,130
Change-9,130 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 9,085
Change-9,085 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 9,042
Change-9,042 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 9,041
Change-9,041 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 9,039
Change-9,039 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 9,017
Change-9,017 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 9,014
Change-9,014 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 8,985
Change-8,985 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 8,985
Change-8,985 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 8,937
Change-8,937 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 8,889
Change-8,889 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 8,874
Change-8,874 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 8,817
Change-8,817 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 8,782
Change-8,782 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 8,749
Change-8,749 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 8,742
Change-8,742 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,741
Change-8,741 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 8,718
Change-8,718 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 8,705
Change-8,705 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 8,698
Change-8,698 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 8,643
Change-8,643 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,578
Change-8,578 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 8,547
Change-8,547 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 8,540
Change-8,540 (-100%)
Value—
Summitry LLC
N/A
Shares— from 8,531
Change-8,531 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 8,515
Change-8,515 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 8,260
Change-8,260 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 8,240
Change-8,240 (-100%)
Value—
Bank OZK
N/A
Shares— from 8,232
Change-8,232 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 8,230
Change-8,230 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 8,219
Change-8,219 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 8,217
Change-8,217 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 8,131
Change-8,131 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 8,115
Change-8,115 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 8,006
Change-8,006 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 7,989
Change-7,989 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 7,885
Change-7,885 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 7,881
Change-7,881 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 7,851
Change-7,851 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 7,836
Change-7,836 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 7,794
Change-7,794 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 7,650
Change-7,650 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 7,620
Change-7,620 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 7,606
Change-7,606 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 7,562
Change-7,562 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 7,470
Change-7,470 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 7,442
Change-7,442 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 7,335
Change-7,335 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 7,311
Change-7,311 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,309
Change-7,309 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 7,287
Change-7,287 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 7,286
Change-7,286 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 7,279
Change-7,279 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 7,262
Change-7,262 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 7,207
Change-7,207 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 7,161
Change-7,161 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 7,107
Change-7,107 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 7,041
Change-7,041 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 7,029
Change-7,029 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 7,008
Change-7,008 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 6,988
Change-6,988 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 6,865
Change-6,865 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,821
Change-6,821 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,799
Change-6,799 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 6,791
Change-6,791 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 6,683
Change-6,683 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 6,660
Change-6,660 (-100%)
Value—
CNB Bank
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 6,618
Change-6,618 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 6,609
Change-6,609 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 6,585
Change-6,585 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 6,545
Change-6,545 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,527
Change-6,527 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 6,519
Change-6,519 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 6,513
Change-6,513 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 6,487
Change-6,487 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 6,451
Change-6,451 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,448
Change-6,448 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 6,440
Change-6,440 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 6,265
Change-6,265 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 6,179
Change-6,179 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 6,140
Change-6,140 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 6,082
Change-6,082 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 6,075
Change-6,075 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 6,072
Change-6,072 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 6,047
Change-6,047 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 5,985
Change-5,985 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 5,977
Change-5,977 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,964
Change-5,964 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 5,943
Change-5,943 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 5,889
Change-5,889 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 5,887
Change-5,887 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 5,844
Change-5,844 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 5,827
Change-5,827 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 5,760
Change-5,760 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 5,727
Change-5,727 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Quarry LP
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 5,583
Change-5,583 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 5,565
Change-5,565 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
Optas, LLC
N/A
Shares— from 5,433
Change-5,433 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 5,425
Change-5,425 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 5,425
Change-5,425 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 5,425
Change-5,425 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 5,321
Change-5,321 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 5,291
Change-5,291 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,244
Change-5,244 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
Paradigm Capital Management Inc
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 5,016
Change-5,016 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 4,959
Change-4,959 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,957
Change-4,957 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 4,910
Change-4,910 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 4,853
Change-4,853 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
Motco
N/A
Shares— from 4,818
Change-4,818 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 4,781
Change-4,781 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,765
Change-4,765 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,723
Change-4,723 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,660
Change-4,660 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,641
Change-4,641 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,527
Change-4,527 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 4,429
Change-4,429 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 4,373
Change-4,373 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,247
Change-4,247 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 4,240
Change-4,240 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 4,165
Change-4,165 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,160
Change-4,160 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 3,932
Change-3,932 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 3,915
Change-3,915 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 3,907
Change-3,907 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 3,855
Change-3,855 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 3,731
Change-3,731 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 3,671
Change-3,671 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 3,499
Change-3,499 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,467
Change-3,467 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
S&T Bank
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Board of the Pension Protection Fund
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 988
Change-988 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 920
Change-920 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 919
Change-919 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 894
Change-894 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 862
Change-862 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 852
Change-852 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 728
Change-728 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 620
Change-620 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 590
Change-590 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 521
Change-521 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 507
Change-507 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 460
Change-460 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 443
Change-443 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 435
Change-435 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 343
Change-343 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 330
Change-330 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 310
Change-310 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Toews Corp
N/A
Shares— from 172
Change-172 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 153
Change-153 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 141
Change-141 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 137
Change-137 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 135
Change-135 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 112
Change-112 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 50
Change-50 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 42
Change-42 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED50,641,97356,443,077-5,801,104-10%$3.2B$3.2B-$92.7M2026-11-06
Dimensional Fund Advisors LP
INCREASED20,045,59619,691,951+353,645+2%$1.1B$1.3B+$116.2M2026-11-04
Bank of New York Mellon Corp
DECREASED19,850,73121,821,384-1,970,653-9%$1.3B$1.2B-$18.7M2026-11-05
Pzena Investment Management LLC
DECREASED14,244,83917,007,044-2,762,205-16%$979.9M$888.9M-$91.1M2026-10-30
Deutsche Bank Ag\
INCREASED10,776,12010,143,181+632,939+6%$584.5M$672.4M+$88.0M2026-11-06
Amundi
INCREASED9,674,1457,474,537+2,199,608+29%$430.7M$603.7M+$173.0M2026-11-06
LSV Asset Management
DECREASED9,497,5459,852,232-354,687-4%$567.7K$592.6K+$25.0K2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED7,200,2987,244,630-44,332-1%$417.4M$449.3M+$31.9M2026-10-20
DekaBank Deutsche Girozentrale
INCREASED5,862,9553,782,490+2,080,465+55%$225.1K$368.7K+$143.6K2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED5,849,1275,540,268+308,859+6%$319.2M$365.0M+$45.8M2026-11-05
Barclays PLC
DECREASED5,076,6155,145,086-68,471-1%$296.5M$316.8M+$20.3M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED5,072,9935,092,121-19,1280%$293.4M$316.6M+$23.1M2026-10-29
M&G Plc
DECREASED4,507,9825,292,229-784,247-15%$306.9M$279.5M-$27.5M2026-11-04
KBC Group NV
DECREASED4,227,9114,264,357-36,446-1%$245.7K$263.8K+$18.1K2026-10-22
Russell Investments Group, Ltd.
DECREASED4,074,0934,215,423-141,330-3%$244.3M$254.9M+$10.7M2026-11-06
Citigroup Inc
INCREASED3,650,2343,370,113+280,121+8%$194.2M$227.8M+$33.6M2026-11-04
PNC Financial Services Group, Inc.
DECREASED3,206,0853,236,299-30,214-1%$186.5M$200.1M+$13.6M2026-11-06
Aberdeen Group plc
DECREASED3,088,9853,222,190-133,205-4%$185.7M$192.8M+$7.1M2026-11-06
LPL Financial LLC
DECREASED3,053,0363,265,381-212,345-6%$188.2M$190.5M+$2.4M2026-11-06
Artemis Investment Management LLP
DECREASED2,823,2353,053,480-230,245-8%$175.9M$176.2M+$228.3K2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED2,769,3162,396,422+372,894+16%$138.1M$172.8M+$34.7M2026-11-03
Swedbank AB
DECREASED2,472,1143,043,205-571,091-19%$175.3M$154.3M-$21.1M2026-10-27
Principal Financial Group Inc
DECREASED2,344,4042,549,445-205,041-8%$146.9M$146.3M-$608.2K2026-11-02
SEB Asset Management AB
DECREASED2,245,5582,872,632-627,074-22%$165.5M$140.1M-$25.4M2026-11-04
PFA Pension, Forsikringsaktieselskab
DECREASED2,113,1602,114,367-1,2070%$121.8M$131.9M+$10.0M2026-11-06
MacKenzie Financial Corp
INCREASED2,080,7582,064,284+16,474+1%$118.9M$129.8M+$10.9M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED2,055,8171,764,695+291,122+17%$84.2M$104.2M+$20.0M2026-10-13
Pictet Asset Management Holding SA
INCREASED2,035,2362,026,687+8,549+0%$116.8M$127.0M+$10.2M2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED1,823,6321,410,480+413,152+29%$79.6M$112.1M+$32.5M2026-11-04
Fort Washington Investment Advisors Inc
DECREASED1,716,7402,304,823-588,083-26%$132.8M$107.1M-$25.7M2026-10-15
New York State Teachers Retirement System
DECREASED1,605,7551,671,815-66,060-4%$96.3K$100.2K+$3.9K2026-10-22
Virginia Retirement Systems ET Al
DECREASED1,540,7301,722,230-181,500-11%$99.2M$96.1M-$3.1M2026-10-28
Douglas Lane & Associates, LLC
DECREASED1,502,4401,556,184-53,744-3%$89.7M$93.8M+$4.1M2026-10-09
Retirement Systems of Alabama
DECREASED1,403,8981,404,516-6180%$80.9M$87.6M+$6.7M2026-11-04
Thrivent Financial for Lutherans
INCREASED1,377,3201,147,117+230,203+20%$66.1K$1.1M+$985.9K2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
INCREASED1,286,1911,212,991+73,200+6%$70.1M$80.4M+$10.2M2026-10-29
US Bancorp \de\
DECREASED1,274,5551,291,483-16,928-1%$74.4M$79.5M+$5.1M2026-11-05
Truist Financial Corp
DECREASED1,271,4631,277,343-5,8800%$73.6M$79.3M+$5.7M2026-10-30
Candriam S.C.A.
INCREASED1,223,6951,196,072+27,623+2%$68.9M$76.6M+$7.8M2026-11-03
Fifth Third Bancorp
DECREASED1,121,7001,140,161-18,461-2%$65.7M$70.0M+$4.3M2026-11-05
Swiss Life Asset Management Ltd
DECREASED1,033,3131,414,008-380,695-27%$81.5M$64.5M-$17.0M2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
DECREASED1,013,5731,033,357-19,784-2%$59.5K$63.2K+$3.7K2026-10-22
Asset Management One Co., Ltd.
INCREASED1,008,408979,608+28,800+3%$56.4M$62.9M+$6.5M2026-10-27
Cambiar Investors LLC
DECREASED990,1431,017,517-27,374-3%$58.6M$61.8M+$3.2M2026-11-04
Eurizon Capital SGR S.p.A.
DECREASED989,7161,230,296-240,580-20%$71.0M$61.8M-$9.2M2026-11-06
Creative Planning
INCREASED933,646887,032+46,614+5%$51.1M$58.3M+$7.1M2026-11-02
Exchange Traded Concepts, LLC
INCREASED911,319649,566+261,753+40%$37.4M$56.9M+$19.4M2026-10-28
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED877,685993,206-115,521-12%$57.2M$54.8M-$2.5M2026-10-15
Commonwealth Equity Services, LLC
DECREASED866,982975,574-108,592-11%$56.2M$54.1M-$2.1M2026-11-02
CIBC Asset Management Inc
INCREASED785,663776,340+9,323+1%$44.7M$48.9M+$4.2M2026-11-05
Natixis
DECREASED782,4502,519,137-1,736,687-69%$145.2M$48.8M-$96.3M2026-11-06
Illinois Municipal Retirement Fund
INCREASED778,865747,142+31,723+4%$43.1M$48.6M+$5.6M2026-11-05
Vontobel Holding Ltd.
INCREASED767,237725,587+41,650+6%$41.8M$47.9M+$6.1M2026-10-16
Achmea Investment Management B.V.
NEW747,550—+747,550——$46.7M—2026-10-30
State of New Jersey Common Pension Fund D
DECREASED659,499660,178-6790%$38.0M$41.2M+$3.1M2026-11-05
Seizert Capital Partners, LLC
DECREASED648,958667,883-18,925-3%$38.5M$40.5M+$2.0M2026-10-30
Alps Advisors Inc
INCREASED632,070558,264+73,806+13%$32.2M$39.4M+$7.3M2026-11-03
King Luther Capital Management Corp
INCREASED606,134596,244+9,890+2%$34.4M$37.8M+$3.5M2026-11-05
Mn Services Vermogensbeheer B.V.
INCREASED601,936594,936+7,000+1%$34.3K$37.6K+$3.3K2026-10-08
Aegon Asset Management UK PLC
DECREASED594,983635,252-40,269-6%$36.6M$37.1M+$523.7K2026-11-04
Conning Inc.
DECREASED592,876679,012-86,136-13%$39.1M$37.0M-$2.1M2026-10-27
Czech National Bank
INCREASED586,921581,252+5,669+1%$33.5M$36.6M+$3.1M2026-10-13
State of Michigan Retirement System
DECREASED580,533590,233-9,700-2%$34.0M$36.2M+$2.2M2026-10-27
Arizona State Retirement System
INCREASED568,657566,542+2,115+0%$32.6M$35.5M+$2.8M2026-11-03
Old Republic International Corp
DECREASED554,950620,450-65,500-11%$35.8K$34.6K-$1.2K2026-10-26
Nykredit A/S
INCREASED542,653465,263+77,390+17%$26.8M$33.9M+$7.1M2026-11-06
Nisa Investment Advisors, LLC
DECREASED535,416542,509-7,093-1%$31.3M$33.4M+$2.2M2026-10-20
Union Bancaire Privee, UBP SA
DECREASED521,104589,334-68,230-12%$32.4M$30.7M-$1.6M2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED510,637545,224-34,587-6%$31.4M$31.9M+$447.9K2026-10-19
IFM Investors Pty Ltd
INCREASED499,421473,184+26,237+6%$27.3M$31.2M+$3.9M2026-10-14
Keybank National Association
DECREASED492,372500,631-8,259-2%$28.8M$30.7M+$1.9M2026-11-04
Daiwa Securities Group Inc.
INCREASED476,931474,547+2,384+1%$27.3M$29.8M+$2.4M2026-10-29
Raiffeisen Bank International AG
INCREASED475,910432,969+42,941+10%$25.4M$29.9M+$4.6M2026-10-28
Xponance LLC
INCREASED464,547444,025+20,522+5%$25.6M$29.0M+$3.4M2026-11-03
ASR Vermogensbeheer N.V.
DECREASED459,390468,931-9,541-2%$27.0M$28.7M+$1.6M2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED451,305451,038+267+0%$26.0M$28.2M+$2.2M2026-11-03
Oppenheimer Asset Management Inc.
DECREASED445,362495,604-50,242-10%$28.6M$27.8M-$766.1K2026-10-27
Jefferies Financial Group Inc.
DECREASED418,780508,740-89,960-18%$29.3M$26.1M-$3.2M2026-11-05
Arnhold LLC
DECREASED417,229439,943-22,714-5%$25.3M$26.0M+$685.6K2026-10-26
Wedge Capital Management L L P
DECREASED415,690528,057-112,367-21%$30.4M$25.9M-$4.5M2026-10-13
Meyer Handelman Co
DECREASED406,439412,364-5,925-1%$23.8M$25.4M+$1.6M2026-10-28
Strs Ohio
DECREASED401,895439,737-37,842-9%$25.3M$25.1M-$259.4K2026-10-30
Arbejdsmarkedets Tillaegspension
DECREASED394,200505,500-111,300-22%$29.1M$24.6M-$4.5M2026-10-30
Tctc Holdings, LLC
DECREASED383,477388,238-4,761-1%$22.4M$23.9M+$1.6M2026-11-02
Neos Investment Management LLC
INCREASED382,304331,429+50,875+15%$19.1M$23.9M+$4.8M2026-11-04
Viking Fund Management LLC
DECREASED373,000443,000-70,000-16%$25.5M$23.3M-$2.3M2026-10-14
Grimes & Co Wealth Management, LLC
DECREASED369,777370,909-1,1320%$21.4M$23.1M+$1.7M2026-10-29
Rakuten Investment Management, Inc.
INCREASED367,143334,982+32,161+10%$19.6M$23.1M+$3.5M2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED358,495434,411-75,916-17%$25.0K$22.4K-$2.7K2026-11-02
Crossmark Global Holdings, Inc.
DECREASED355,485365,001-9,516-3%$21.0M$22.2M+$1.2M2026-10-21
Amalgamated Bank
DECREASED351,073360,738-9,665-3%$20.8K$21.9K+$1.1K2026-10-23
ProShare Advisors LLC
INCREASED340,113335,197+4,916+1%$19.3M$21.2M+$1.9M2026-10-29
AGF Management LTD
DECREASED330,749334,104-3,355-1%$19.3M$20.6M+$1.4M2026-11-03
Munich Reinsurance Co Stock Corp in Munich
DECREASED329,977347,582-17,605-5%$20.0M$20.6M+$562.9K2026-10-30
D.A. Davidson & Co.
DECREASED324,751325,059-3080%$18.7M$20.3M+$1.5M2026-10-28
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED314,669314,66900%$18.1M$19.6M+$1.5M2026-10-30
OFI Invest Asset Management
INCREASED309,7506,357+303,393+4773%$320.4K$17.0M+$16.7M2026-11-06
OP Asset Management Ltd
INCREASED308,274228,545+79,729+35%$13.2M$19.2M+$6.1M2026-11-05
ARS Investment Partners, LLC
DECREASED307,078309,142-2,064-1%$17.8M$19.2M+$1.3M2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED307,000300,416+6,584+2%$17.4M$18.3M+$885.0K2026-10-13
Kornitzer Capital Management Inc
DECREASED304,073307,825-3,752-1%$17.7M$19.0M+$1.2M2026-11-03
New York Life Investment Management LLC
INCREASED303,616303,600+16+0%$17.5M$18.9M+$1.5M2026-11-04
Ethic Inc.
INCREASED298,064270,904+27,160+10%$15.6M$18.6M+$3.0M2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED292,196313,820-21,624-7%$18.1M$18.2M+$150.7K2026-10-20
Clifford Swan Investment Counsel LLC
DECREASED286,013293,833-7,820-3%$16.9M$17.8M+$916.6K2026-11-05
F&V Capital Management, LLC
INCREASED284,421282,596+1,825+1%$16.3K$17.7K+$1.5K2026-10-19
Concurrent Investment Advisors, LLC
INCREASED283,320266,252+17,068+6%$15.3M$17.7M+$2.3M2026-10-16
Americana Partners, LLC
INCREASED277,752231,744+46,008+20%$13.4M$17.3M+$4.0M2026-10-28
Oppenheimer & Co Inc
INCREASED274,249254,808+19,441+8%$14.7M$17.1M+$2.4M2026-10-26
Davidson Investment Advisors
DECREASED272,726277,201-4,475-2%$16.0M$17.0M+$1.0M2026-10-20
Mutual of America Capital Management LLC
DECREASED270,999273,712-2,713-1%$15.8M$16.9M+$1.1M2026-10-23
Generali Asset Management SPA SGR
INCREASED265,264254,617+10,647+4%$14.7M$16.6M+$1.9M2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
INCREASED265,090259,032+6,058+2%$14.9M$16.5M+$1.6M2026-10-21
Kestra Advisory Services, LLC
INCREASED260,476229,499+30,977+14%$13.2M$16.3M+$3.0M2026-11-02
Nepsis Inc.
INCREASED259,326258,510+816+0%$14.9M$16.2M+$1.3M2026-10-13
UniSuper Management Pty Ltd
INCREASED255,041224,641+30,400+14%$12.9M$15.9M+$3.0M2026-10-26
Oregon Public Employees Retirement Fund
UNCHANGED251,105251,10500%$14.5M$15.7M+$1.2M2026-10-30
State of Alaska, Department of Revenue
DECREASED245,666252,254-6,588-3%$14.5K$15.3K+$7962026-10-15
ABN Amro Investment Solutions
INCREASED239,073147,546+91,527+62%$8.5M$14.9M+$6.4M2026-10-21
Savant Capital, LLC
INCREASED239,058112,958+126,100+112%$6.6M$14.9M+$8.3M2026-11-06
Avanza Fonder AB
INCREASED237,534210,840+26,694+13%$12.1M$14.8M+$2.7M2026-10-13
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED233,660219,692+13,968+6%$12.7M$14.6M+$1.9M2026-11-06
Bokf, NA
DECREASED231,188244,226-13,038-5%$14.1M$14.4M+$353.8K2026-10-27
Sterling Capital Management LLC
INCREASED229,996220,345+9,651+4%$12.7M$14.4M+$1.7M2026-10-22
Gilman Hill Asset Management, LLC
DECREASED229,136231,255-2,119-1%$13.3M$14.3M+$973.2K2026-10-13
Ritholtz Wealth Management
INCREASED223,042169,475+53,567+32%$9.8M$13.9M+$4.2M2026-11-05
Allworth Financial LP
INCREASED221,886129,525+92,361+71%$7.5M$12.8M+$5.3M2026-11-06
Old National Bancorp
INCREASED218,921218,238+683+0%$12.6M$13.7M+$1.1M2026-10-20
Premier Fund Managers Ltd
NEW217,000—+217,000——$13.6K—2026-11-02
First Horizon Corp
DECREASED213,206213,224-180%$12.3M$13.3M+$1.0M2026-10-26
Fisher Asset Management, LLC
INCREASED213,131173,404+39,727+23%$10.0M$13.3M+$3.3M2026-11-06
LBP AM SA
DECREASED204,698208,620-3,922-2%$12.0M$12.8M+$752.5K2026-11-06
Convergence Investment Partners, LLC
INCREASED198,050170,194+27,856+16%$9.8M$12.4M+$2.6M2026-10-28
iA Global Asset Management Inc.
INCREASED195,797142,925+52,872+37%$8.2K$12.2K+$4.0K2026-10-29
CWA Asset Management Group, LLC
INCREASED192,441179,351+13,090+7%$10.3M$12.0M+$1.7M2026-10-19
Yousif Capital Management, LLC
DECREASED190,923194,129-3,206-2%$11.2M$11.9M+$727.9K2026-10-22
Farther Finance Advisors, LLC
INCREASED189,513148,017+41,496+28%$8.5M$11.8M+$3.3M2026-10-08
Capital Investment Advisors, LLC
DECREASED185,822194,661-8,839-5%$11.2M$11.6M+$379.0K2026-10-22
Wesbanco Bank Inc
DECREASED183,255217,215-33,960-16%$12.5M$11.4M-$1.1M2026-11-04
Community Bank, N.A.
DECREASED182,601197,399-14,798-7%$11.4M$11.4M+$22.2K2026-11-06
Merit Financial Group, LLC
DECREASED182,279387,188-204,909-53%$22.3M$11.4M-$10.9M2026-11-06
Oak Harvest Investment Services
NEW181,258—+181,258——$11.3M—2026-10-20
TD Waterhouse Canada Inc.
INCREASED180,61081,526+99,084+122%$4.6M$10.9M+$6.3M2026-10-16
Motley Fool Asset Management LLC
INCREASED176,699175,529+1,170+1%$10.1M$11.0M+$912.0K2026-10-27
Chiron Capital Management, LLC
DECREASED175,965206,970-31,005-15%$11.9M$11.0M-$945.4K2026-10-15
Intact Investment Management Inc.
INCREASED175,800148,700+27,100+18%$8.6M$11.0M+$2.4M2026-11-03
Foundation Resource Management Inc
INCREASED174,826171,716+3,110+2%$9.9M$10.9M+$1.0M2026-10-19
Y-Intercept (Hong Kong) Ltd
INCREASED173,08646,615+126,471+271%$2.7M$10.8M+$8.1M2026-10-16
Tema Etfs LLC
INCREASED172,561164,530+8,031+5%$9.5M$10.8M+$1.3M2026-10-16
J.P. Marvel Investment Advisors, LLC
DECREASED171,685171,715-300%$9.9M$10.7M+$818.9K2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED170,967186,460-15,493-8%$10.7M$10.7M-$75.5K2026-10-16
UMB Bank, n.a.
DECREASED170,538172,044-1,506-1%$9.9M$10.6M+$728.4K2026-11-06
Canal Insurance Co
UNCHANGED170,000170,00000%$9.8K$10.6K+$8132026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED167,013242,950-75,937-31%$13.6M$10.4M-$3.2M2026-10-29
Simplex Trading, LLC
INCREASED166,646100,185+66,461+66%$5.8M$10.4M+$4.6M2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED163,068163,06800%$9.4K$10.2K+$7802026-10-20
1834 Investment Advisors Co
DECREASED162,905164,395-1,490-1%$9.5M$10.2M+$692.8K2026-10-16
Great Lakes Advisors, LLC
DECREASED162,413192,181-29,768-15%$11.1M$10.1M-$938.9K2026-11-06
Assetmark, Inc
INCREASED159,466153,878+5,588+4%$8.9M$10.0M+$1.1M2026-10-21
Imc-Chicago, LLC
INCREASED159,118128,157+30,961+24%$7.4M$9.9M+$2.5M2026-11-05
Hennessy Advisors Inc
DECREASED157,100163,850-6,750-4%$9.4M$9.8M+$362.0K2026-10-28
Keystone Financial Planning, Inc.
DECREASED155,174156,768-1,594-1%$9.0M$9.7M+$649.9K2026-10-08
Kestra Private Wealth Services, LLC
INCREASED152,101151,030+1,071+1%$8.7M$9.5M+$788.8K2026-11-06
Advocate Group LLC
DECREASED152,070160,303-8,233-5%$9.2M$9.5M+$252.5K2026-10-19
Goelzer Investment Management, Inc.
INCREASED151,181150,829+352+0%$8.7M$9.4M+$742.9K2026-10-16
Vise Technologies, Inc.
INCREASED148,608141,913+6,695+5%$8.2M$9.3M+$1.1M2026-10-29
Lido Advisors, LLC
INCREASED145,914127,221+18,693+15%$7.3M$9.1M+$1.8M2026-11-04
John G Ullman & Associates Inc
DECREASED140,428142,903-2,475-2%$8.2M$8.8M+$528.6K2026-11-04
Rockland Trust Co
DECREASED140,372146,933-6,561-4%$8.5M$8.8M+$292.9K2026-10-05
HB Wealth Management, LLC
INCREASED135,120106,923+28,197+26%$6.2M$8.4M+$2.3M2026-10-23
Genus Capital Management Inc.
NEW134,936—+134,936——$8.4M—2026-11-04
Choreo, LLC
INCREASED134,800128,422+6,378+5%$7.4M$8.4M+$1.0M2026-10-28
Plato Investment Management Ltd
INCREASED134,281106,571+27,710+26%$6.1M$8.4M+$2.3M2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED131,709122,267+9,442+8%$7.0M$8.2M+$1.2M2026-11-03
Skylands Capital, LLC
DECREASED131,000138,725-7,725-6%$8.0M$8.2M+$181.1K2026-10-21
Ellsworth Advisors, LLC
INCREASED130,334125,533+4,801+4%$7.4M$8.1M+$761.6K2026-10-15
Clearstead Advisors, LLC
DECREASED127,050128,389-1,339-1%$7.4M$7.9M+$529.6K2026-11-06
American Assets Investment Management, LLC
UNCHANGED127,000127,00000%$7.3M$7.9M+$607.1K2026-10-30
Davenport & Co LLC
INCREASED125,576120,870+4,706+4%$7.0M$7.8M+$868.4K2026-10-14
Adams Asset Advisors, LLC
UNCHANGED125,138125,13800%$7.2M$7.8M+$598.2K2026-10-08
Maryland State Retirement & Pension System
INCREASED124,534110,697+13,837+13%$6.4M$7.8M+$1.4M2026-11-05
Howard Capital Management, LLC
INCREASED123,88246,206+77,676+168%$2.7M$7.7M+$5.1M2026-10-16
Inspire Trust Co, N.A.
DECREASED123,000130,000-7,000-5%$7.5M$7.7M+$184.6K2026-11-05
Citizens Financial Group Inc
INCREASED121,99777,229+44,768+58%$4.4M$7.6M+$3.2M2026-10-23
Thompson Siegel & Walmsley LLC
UNCHANGED121,984121,98400%$7.0K$7.6K+$5832026-11-05
Brookstone Capital Management
INCREASED119,60894,227+25,381+27%$5.4M$7.5M+$2.0M2026-10-22
Brighton Jones LLC
DECREASED119,242122,001-2,759-2%$7.0M$7.4M+$411.0K2026-11-03
Midwest Trust Co
INCREASED119,138118,188+950+1%$6.8M$7.4M+$624.2K2026-10-22
AIA Group Ltd
DECREASED118,761149,569-30,808-21%$8.6M$7.4M-$1.2M2026-10-30
Pinnacle Associates LTD
DECREASED117,665121,185-3,520-3%$7.0M$7.3M+$359.7K2026-10-20
Kintegral Advisory, LLC
INCREASED116,771116,111+660+1%$6.7M$7.3M+$596.2K2026-10-16
Certuity, LLC
DECREASED116,636116,698-620%$6.7M$7.3M+$554.0K2026-11-02
Bourne Lent Asset Management Inc
DECREASED115,946117,066-1,120-1%$6.7M$7.2M+$489.7K2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED114,62190,829+23,792+26%$5.2M$7.2M+$1.9M2026-10-26
Regions Financial Corp
DECREASED113,880116,568-2,688-2%$6.7M$7.1M+$389.5K2026-11-05
Assenagon Asset Management S.A.
DECREASED113,400124,569-11,169-9%$7.2M$7.1M-$101.5K2026-10-15
Heritage Investors Management Corp
DECREASED112,215122,122-9,907-8%$7.0K$7.0K-$352026-10-29
Icici Prudential Asset Management Co Ltd
UNCHANGED111,049111,04900%$6.4M$6.9M+$530.8K2026-11-06
Hudson Edge Investment Partners Inc.
DECREASED111,046128,460-17,414-14%$7.4M$6.9M-$472.6K2026-10-28
Telos Capital Management, Inc.
DECREASED110,867111,780-913-1%$6.4M$6.9M+$477.3K2026-11-02
Cardinal Capital Management
INCREASED110,477105,075+5,402+5%$6.1M$6.9M+$839.3K2026-10-21
Apollon Wealth Management, LLC
INCREASED109,581104,485+5,096+5%$6.0M$6.8M+$817.4K2026-10-23
Hartford Investment Management Co
DECREASED109,397113,017-3,620-3%$6.5M$6.8M+$314.3K2026-11-04
Hudson Capital Management LLC
DECREASED108,039109,354-1,315-1%$6.3M$6.7M+$440.6K2026-10-20
Leuthold Group, LLC
INCREASED107,31697,869+9,447+10%$5.6M$6.7M+$1.1M2026-11-04
B. Metzler seel. Sohn & Co. AG
INCREASED105,846101,975+3,871+4%$5.9M$6.6M+$729.0K2026-10-30
Trust Co of Toledo NA
DECREASED103,875104,987-1,112-1%$6.0M$6.5M+$432.4K2026-10-16
Wilmington Savings Fund Society, FSB
DECREASED101,836106,605-4,769-4%$6.1M$6.4M+$212.0K2026-10-23
Central Trust Co
DECREASED101,401102,940-1,539-1%$5.9M$6.3M+$396.0K2026-11-05
New Mexico Educational Retirement Board
UNCHANGED101,334101,33400%$5.8K$6.3K+$4842026-11-05
Beau Ventures, LLc
DECREASED100,515100,582-670%$5.8M$6.3M+$476.6K2026-10-14
Louisiana State Employees Retirement System
DECREASED100,500104,400-3,900-4%$6.0M$6.3M+$255.7K2026-10-20
Glenview Trust Co
DECREASED100,219102,223-2,004-2%$5.9M$6.3M+$363.6K2026-10-28
TrinityBridge Ltd
DECREASED100,060104,121-4,061-4%$6.0K$6.2K+$2502026-10-30
Aaron Wealth Advisors LLC
DECREASED99,28999,879-590-1%$5.8M$6.2M+$440.6K2026-10-13
Thor Investment Management Inc
DECREASED98,782102,446-3,664-4%$5.9M$6.2M+$261.0K2026-10-13
Signaturefd, LLC
INCREASED97,54196,346+1,195+1%$5.6M$6.1M+$535.1K2026-10-23
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED96,6374,850+91,787+1893%$279.5K$6.0M+$5.8M2026-11-03
Valicenti Advisory Services Inc
INCREASED95,83595,340+495+1%$5.5K$6.0K+$4872026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED94,00186,208+7,793+9%$5.0M$5.9M+$898.3K2026-10-27
Toth Financial Advisory Corp
DECREASED93,45597,037-3,582-4%$5.6M$5.8M+$240.3K2026-10-08
Triasima Portfolio Management inc.
NEW91,290—+91,290——$5.7M—2026-10-15
Capital Management Corp
DECREASED91,21994,169-2,950-3%$5.4M$5.7M+$266.0K2026-10-29
Naples Global Advisors, LLC
INCREASED90,76889,358+1,410+2%$5.1M$5.7M+$515.1K2026-11-05
Welch & Forbes LLC
DECREASED90,51891,005-487-1%$5.2M$5.6M+$404.6K2026-11-04
Castleview Partners, LLC
INCREASED88,87683,526+5,350+6%$4.8M$5.5M+$733.1K2026-10-09
Sage Capital Advisors,llc
INCREASED88,53887,958+580+1%$5.1M$5.5M+$456.7K2026-10-13
Diversified Trust Co
DECREASED88,00990,768-2,759-3%$5.2M$5.5M+$261.7K2026-11-06
Avantax Planning Partners, Inc.
INCREASED86,83467,492+19,342+29%$3.9M$5.4M+$1.5M2026-11-03
Leibman Financial Services, Inc.
INCREASED86,44069,007+17,433+25%$4.0M$5.4M+$1.4M2026-10-13
Kerusso Capital Management LLC
INCREASED85,65777,798+7,859+10%$4.5M$5.3M+$862.3K2026-10-27
First Citizens Bank & Trust Co
DECREASED85,30894,434-9,126-10%$5.4M$5.3M-$118.1K2026-10-14
Sigma Planning Corp
INCREASED85,28776,251+9,036+12%$4.4M$5.3M+$924.0K2026-10-23
Greystone Financial Group, LLC
NEW84,722—+84,722——$5.3M—2026-10-26
Cypress Capital Group
DECREASED84,05484,745-691-1%$4.9M$5.2M+$362.0K2026-11-03
Daymark Wealth Partners, LLC
DECREASED82,90685,038-2,132-3%$4.9M$5.2M+$273.5K2026-11-04
Parsons Capital Management Inc
INCREASED82,56682,435+131+0%$4.7M$5.2M+$402.2K2026-10-28
Asset One Wealth Management LLC
INCREASED81,85976,968+4,891+6%$4.5M$5.1M+$588.4K2026-11-02
Atria Investments, Inc
INCREASED81,27779,284+1,993+3%$4.6M$5.1M+$503.3K2026-10-15
Aprio Wealth Management, LLC
INCREASED79,60768,912+10,695+16%$4.0M$5.0M+$996.7K2026-10-28
Radnor Capital Management, LLC
INCREASED79,48379,233+250+0%$4.6M$5.0M+$394.3K2026-10-23
Searle & Co.
DECREASED78,20079,700-1,500-2%$4.6M$4.9M+$287.4K2026-11-04
Global X Japan Co., Ltd.
DECREASED75,97490,137-14,163-16%$5.2M$4.7M-$452.9K2026-10-21
Continental Advisors LLC
DECREASED75,75478,754-3,000-4%$4.5M$4.7M+$189.2K2026-10-13
Tokio Marine Asset Management Co LTD
INCREASED74,59271,738+2,854+4%$4.1M$4.7M+$521.0K2026-10-26
Ibex Wealth Advisors
NEW74,369—+74,369——$4.6M—2026-11-06
Chemung Canal Trust Co
DECREASED73,90874,587-679-1%$4.3M$4.6M+$314.2K2026-11-04
Next Level Private LLC
INCREASED73,85673,247+609+1%$4.2M$4.6M+$388.1K2026-10-20
Versant Capital Management, Inc
INCREASED73,60673,361+245+0%$4.2M$4.6M+$366.0K2026-10-02
E. Ohman J:or Asset Management AB
INCREASED73,51269,612+3,900+6%$4.0M$4.6M+$576.1K2026-10-22
Argyle Capital Management, LLC
INCREASED72,63272,282+350+0%$4.2M$4.5M+$367.4K2026-10-28
Kendall Capital Management
INCREASED72,37569,150+3,225+5%$4.0M$4.5M+$531.8K2026-10-23
SS&H Financial Advisors, Inc.
INCREASED72,32072,300+20+0%$4.2K$4.5K+$3472026-10-28
Wakefield Asset Management Lllp
INCREASED71,56570,404+1,161+2%$4.1M$4.5M+$409.0K2026-11-05
Wright Investors Service Inc
DECREASED71,08072,470-1,390-2%$4.2M$4.4M+$259.7K2026-11-02
Krilogy Financial LLC
DECREASED70,59372,415-1,822-3%$4.2M$4.1M-$107.8K2026-10-13
Benedict Financial Advisors Inc
INCREASED70,43070,088+342+0%$4.0M$4.4M+$356.3K2026-10-07
Greater Midwest Financial Group, LLC
INCREASED70,05967,914+2,145+3%$3.9M$4.4M+$458.5K2026-10-13
Park Avenue Securities LLC
DECREASED69,66873,042-3,374-5%$4.2K$4.3K+$1382026-10-26
Royal Fund Management, LLC
INCREASED69,63667,139+2,497+4%$3.9M$4.3M+$476.7K2026-10-22
Sowell Financial Services LLC
INCREASED69,54268,220+1,322+2%$3.9M$4.3M+$408.6K2026-10-23
Wedbush Securities Inc
DECREASED68,29468,538-2440%$3.9K$4.3K+$3132026-10-22
Novem Group
INCREASED68,02064,002+4,018+6%$3.7M$4.2M+$556.7K2026-10-19
Ascent Group, LLC
INCREASED67,43055,716+11,714+21%$3.2M$4.2M+$997.3K2026-10-30
B.A. Schrock Wealth Management, Inc.
NEW65,007—+65,007——$4.0M—2026-10-15
Jacobi Capital Management LLC
DECREASED64,77864,849-710%$3.7M$4.0M+$305.6K2026-11-05
Kathmere Capital Management, LLC
INCREASED64,46637,197+27,269+73%$2.1M$4.0M+$1.9M2026-10-20
Tufton Capital Management
DECREASED64,18364,310-1270%$3.7K$4.0K+$3002026-10-20
Fifth Third Wealth Advisors LLC
DECREASED63,91265,413-1,501-2%$3.8M$4.0M+$219.0K2026-10-22
North Dakota State Investment Board
DECREASED62,54879,632-17,084-21%$4.6M$3.9M-$685.4K2026-10-27
Griffin Asset Management, Inc.
INCREASED61,88661,710+176+0%$3.6M$3.9M+$306.0K2026-10-22
Farmers & Merchants Investments Inc
DECREASED60,91361,042-1290%$3.5M$3.8M+$283.7K2026-10-22
Asio Capital, LLC
INCREASED60,32456,189+4,135+7%$3.2M$3.8M+$526.6K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED60,11035,230+24,880+71%$2.0M$3.8M+$1.7M2026-10-21
J.W. Cole Advisors, Inc.
INCREASED60,01459,835+179+0%$3.4M$3.7M+$297.2K2026-11-05
Leelyn Smith, LLC
INCREASED59,77659,312+464+1%$3.4M$3.7M+$312.5K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED59,69656,350+3,346+6%$3.3M$3.7M+$425.2K2026-10-13
Moors & Cabot, Inc.
DECREASED59,53362,967-3,434-5%$3.6M$3.7M+$86.7K2026-11-06
Integras Partners LLC
DECREASED58,93759,474-537-1%$3.4M$3.7M+$250.8K2026-10-30
Perigon Wealth Management, LLC
DECREASED58,43267,767-9,335-14%$3.9M$3.6M-$258.6K2026-10-22
Prospera Financial Services Inc
INCREASED58,38235,440+22,942+65%$2.0M$3.6M+$1.6M2026-11-04
Moody Lynn Lieberson & Walker, LLC
NEW58,236—+58,236——$3.6M—2026-10-14
Carolina Wealth Advisors, LLC
INCREASED57,25156,312+939+2%$3.2M$3.6M+$327.8K2026-10-23
Sippican Capital Advisors
DECREASED56,98260,689-3,707-6%$3.5M$3.6M+$58.8K2026-10-23
SVB Wealth LLC
DECREASED56,54057,918-1,378-2%$3.3M$3.5M+$190.9K2026-11-06
Gamma Investing LLC
INCREASED56,36952,327+4,042+8%$3.0M$3.5M+$502.3K2026-10-08
GF Fund Management Co. Ltd.
UNCHANGED56,10656,10600%$3.2M$3.5M+$268.2K2026-10-26
Mid-American Wealth Advisory Group, Inc.
DECREASED55,73058,193-2,463-4%$3.4M$3.5M+$124.5K2026-10-21
IFP Advisors, Inc
DECREASED54,62457,120-2,496-4%$3.3M$3.4M+$117.3K2026-10-16
Bonness Enterprises Inc
UNCHANGED54,30054,30000%$3.1M$3.4M+$259.6K2026-10-08
V-Square Quantitative Management LLC
INCREASED54,17852,713+1,465+3%$3.0M$3.4M+$343.4K2026-10-15
CX Institutional
DECREASED54,120263,596-209,476-79%$15.2K$3.4K-$11.8K2026-10-02
Capital Asset Advisory Services LLC
INCREASED54,08346,813+7,270+16%$2.7M$3.4M+$709.8K2026-10-30
Chicago Partners Investment Group LLC
DECREASED54,04460,440-6,396-11%$3.7M$3.3M-$395.1K2026-10-27
AlphaCore Capital LLC
INCREASED53,90946,389+7,520+16%$2.7M$3.4M+$690.9K2026-11-04
Birinyi Associates Inc
NEW53,255—+53,255——$3.3K—2026-10-28
LMG Wealth Partners, LLC
DECREASED53,22654,001-775-1%$3.1M$3.3M+$209.8K2026-11-05
Securian Asset Management, Inc
DECREASED53,06154,255-1,194-2%$3.3M$3.3M+$15.6K2026-11-06
Gateway Investment Advisers LLC
INCREASED53,00824,915+28,093+113%$1.4M$3.3M+$1.9M2026-10-13
Poehling Capital Management, Inc.
DECREASED52,96953,476-507-1%$3.1M$3.3M+$224.0K2026-10-20
Cullen T Bankers, Inc.
DECREASED52,95056,089-3,139-6%$3.2M$3.3M+$72.2K2026-10-28
NBT Bank, N.A.
INCREASED52,93052,754+176+0%$3.0M$3.3M+$263.1K2026-10-21
Venture Visionary Partners LLC
DECREASED52,64054,007-1,367-3%$3.1M$3.3M+$172.9K2026-10-07
Meridian Wealth Management, LLC
DECREASED52,21452,891-677-1%$3.0M$3.3M+$208.2K2026-11-05
Foresight Capital Management Advisors, Inc.
INCREASED52,04248,144+3,898+8%$2.8M$3.2M+$473.4K2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED51,25357,474-6,221-11%$3.3M$3.2M-$113.5K2026-10-22
Mirador Capital Partners LP
INCREASED50,38948,795+1,594+3%$2.8M$3.1M+$332.7K2026-10-09
Frank, Rimerman Advisors LLC
INCREASED50,34350,290+53+0%$2.9M$3.1M+$243.7K2026-10-16
Chicago Trust Co NA
INCREASED49,71344,250+5,463+12%$2.5M$3.1M+$552.4K2026-10-28
Trust Co of Vermont
DECREASED49,28749,346-590%$2.8M$3.1M+$232.2K2026-10-21
Soltis Investment Advisors LLC
INCREASED48,87642,594+6,282+15%$2.5M$3.0M+$595.6K2026-10-28
GAM Holding AG
DECREASED48,59750,869-2,272-4%$2.9M$3.0M+$101.4K2026-11-03
Resonant Capital Advisors, LLC
DECREASED48,56449,118-554-1%$2.8M$3.0M+$200.2K2026-10-15
Associated Banc-Corp
DECREASED48,23452,919-4,685-9%$3.0M$3.0M-$39.4K2026-10-30
Cohen Klingenstein LLC
UNCHANGED47,55947,55900%$2.7M$3.0M+$227.3K2026-10-15
Crestwood Advisors Group, LLC
INCREASED47,37320,375+26,998+133%$1.2M$3.0M+$1.8M2026-10-27
Catherine Avery Investment Management LLC
DECREASED47,019119,907-72,888-61%$6.9M$2.9M-$4.0M2026-10-14
Cypress Capital, LLC
INCREASED46,42244,705+1,717+4%$2.6M$2.9M+$320.8K2026-10-20
XML Financial, LLC
DECREASED46,21946,441-2220%$2.7M$2.9M+$208.1K2026-10-29
Guyasuta Investment Advisors Inc
INCREASED46,07546,071+4+0%$2.7M$2.9M+$220.5K2026-10-15
Profund Advisors LLC
INCREASED46,01927,302+18,717+69%$1.6M$2.9M+$1.3M2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED45,72345,554+169+0%$2.6M$2.9M+$228.3K2026-10-05
Romano Brothers and Company
DECREASED45,42446,486-1,062-2%$2.7M$2.8M+$156.0K2026-10-22
Carrera Capital Advisors
NEW45,313—+45,313——$2.8M—2026-11-03
Fulcrum Asset Management LLP
INCREASED45,1819,865+35,316+358%$577.7K$2.8M+$2.3M2026-11-04
M Holdings Securities, Inc.
NEW45,082—+45,082——$2.8K—2026-11-03
Optimist Retirement Group LLC
INCREASED44,29543,542+753+2%$2.5M$2.8M+$255.1K2026-10-30
Sky Investment Group LLC
INCREASED44,09614,631+29,465+201%$843.0K$2.8M+$1.9M2026-10-30
Oarsman Capital, Inc.
INCREASED43,98042,777+1,203+3%$2.5M$2.7M+$279.5K2026-11-05
Townsend & Associates, Inc
DECREASED43,78945,898-2,109-5%$2.8M$2.6M-$144.9K2026-10-23
Dana Investment Advisors, Inc.
DECREASED43,76344,825-1,062-2%$2.6M$2.7M+$148.0K2026-11-06
Donoghue Forlines LLC
INCREASED43,36731,116+12,251+39%$1.8M$2.7M+$913.2K2026-11-02
Tweedy, Browne Co LLC
INCREASED43,20037,570+5,630+15%$2.2M$2.7M+$530.9K2026-11-04
Robertson Stephens Wealth Management, LLC
INCREASED42,84841,546+1,302+3%$2.4M$2.7M+$279.9K2026-10-16
Boyd Watterson Asset Management LLC
UNCHANGED42,66542,66500%$2.5M$2.7M+$203.9K2026-11-06
MGO One Seven LLC
INCREASED42,22140,184+2,037+5%$2.3M$2.6M+$319.2K2026-10-28
Columbus Macro, LLC
INCREASED42,17042,034+136+0%$2.4M$2.6M+$209.4K2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED42,00834,078+7,930+23%$2.0M$2.6M+$657.7K2026-10-21
Mill Capital Management, LLC
DECREASED41,86842,868-1,000-2%$2.5M$2.6M+$142.5K2026-10-26
Abundance Wealth Counselors
INCREASED41,83139,808+2,023+5%$2.3M$2.6M+$316.5K2026-10-26
Praxis Investment Management Inc
UNCHANGED41,77041,77000%$2.4K$2.6K+$1992026-11-03
CenterBook Partners LP
DECREASED41,54058,208-16,668-29%$3.4M$2.6M-$761.8K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED41,47235,921+5,551+15%$2.1M$2.6M+$518.1K2026-10-23
Diversify Wealth Management, LLC
INCREASED41,30737,231+4,076+11%$2.3M$2.5M+$172.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED41,30737,231+4,076+11%$2.3M$2.5M+$172.8K2026-10-20
Promethium Advisors,llc
UNCHANGED41,15041,15000%$2.4M$2.6M+$196.7K2026-10-19
FCG Investment Co
INCREASED41,07334,461+6,612+19%$2.0M$2.6M+$577.3K2026-10-13
Global Trust Asset Management, LLC
INCREASED40,50839,322+1,186+3%$2.3M$2.5M+$262.0K2026-10-19
Kanawha Capital Management LLC
DECREASED40,39940,741-342-1%$2.3M$2.5M+$173.4K2026-10-19
AdvisorNet Financial, Inc
INCREASED39,99538,342+1,653+4%$2.2M$2.4M+$161.6K2026-10-15
Montag A & Associates Inc
INCREASED39,44637,785+1,661+4%$2.2M$2.5M+$284.3K2026-10-29
Bell & Brown Wealth Advisors, LLC
DECREASED39,40942,598-3,189-7%$2.5M$2.5M+$4.6K2026-10-16
HBK Sorce Advisory LLC
DECREASED39,37640,142-766-2%$2.6M$2.5M-$68.4K2026-11-06
Leo Wealth, LLC
NEW39,189—+39,189——$2.4M—2026-10-26
Carret Asset Management, LLC
DECREASED39,15939,339-1800%$2.3M$2.4M+$176.8K2026-11-04
HUB Investment Partners, LLC
DECREASED38,97439,485-511-1%$2.3M$2.4M+$156.9K2026-11-03
Cullinan Associates Inc
DECREASED38,97040,190-1,220-3%$2.3M$2.4M+$116.0K2026-11-03
Neville Rodie & Shaw Inc
DECREASED38,93939,489-550-1%$2.3K$2.4K+$1552026-10-05
Jamison Private Wealth Management, Inc.
DECREASED38,86440,231-1,367-3%$2.3M$2.4M+$107.0K2026-10-14
International Assets Investment Management, LLC
INCREASED38,64533,993+4,652+14%$1.9M$2.4M+$456.5K2026-11-02
Lineweaver Wealth Advisors, LLC
INCREASED38,29036,357+1,933+5%$2.1M$2.4M+$294.4K2026-10-13
Compound Planning, Inc.
INCREASED37,99031,680+6,310+20%$1.8M$2.4M+$545.2K2026-11-05
Shayne & Jacobs, LLC
INCREASED37,66637,615+51+0%$2.2M$2.4M+$183.0K2026-10-21
Florida Trust Wealth Management Co
INCREASED37,63936,978+661+2%$2.1M$2.3M+$218.0K2026-11-05
Joel Isaacson & Co., LLC
DECREASED37,51537,637-1220%$2.2M$2.3M+$172.2K2026-11-05
Enhancing Capital LLC
UNCHANGED37,30037,30000%$2.1M$2.3M+$178.3K2026-10-26
Sapient Capital LLC
DECREASED36,92237,372-450-1%$2.2M$2.3M+$150.6K2026-10-08
Applied Finance Capital Management, LLC
INCREASED36,87235,950+922+3%$2.1M$2.3M+$229.4K2026-11-03
Duncker Streett & Co Inc
UNCHANGED36,58036,58000%$2.1M$2.3M+$174.9K2026-10-27
Old Port Advisors
INCREASED36,56136,348+213+1%$2.1M$2.3M+$187.1K2026-10-23
Woodstock Corp
DECREASED36,55236,671-1190%$2.1M$2.3M+$167.9K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED36,28727,871+8,416+30%$1.6M$2.3M+$658.4K2026-10-22
LaFleur & Godfrey LLC
DECREASED36,18836,644-456-1%$2.1M$2.3M+$146.7K2026-10-27
Valeo Financial Advisors, LLC
INCREASED36,13529,784+6,351+21%$1.7M$2.3M+$538.6K2026-10-08
Vest Financial, LLC
DECREASED35,97536,383-408-1%$2.1M$2.2M+$148.5K2026-10-21
Herold Advisors, Inc.
DECREASED35,89635,910-140%$2.1M$2.2M+$168.0K2026-10-19
Purkiss Capital Advisors LLC
DECREASED35,67736,627-950-3%$2.1M$2.2M+$115.8K2026-11-06
Courier Capital LLC
INCREASED35,65535,523+132+0%$2.0M$2.2M+$178.0K2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED35,64435,055+589+2%$2.0M$2.2M+$204.3K2026-10-30
Cornerstone Wealth Management, LLC
INCREASED35,55234,656+896+3%$2.0M$2.2M+$221.5K2026-11-04
Cacti Asset Management LLC
DECREASED35,45036,450-1,000-3%$2.1M$2.2M+$128.1K2026-10-01
Lakewood Asset Management LLC
INCREASED35,38930,282+5,107+17%$1.7M$2.2M+$463.4K2026-10-26
Allen Mooney & Barnes Investment Advisors LLC
INCREASED35,18433,051+2,133+6%$1.9M$2.2M+$291.1K2026-10-08
Excalibur Management Corp
INCREASED34,92734,161+766+2%$2.0M$2.2M+$211.1K2026-11-02
Edmp, Inc.
DECREASED34,92435,784-860-2%$2.1M$2.2M+$117.4K2026-10-22
Great Lakes Retirement, Inc.
NEW34,821—+34,821——$2.2M—2026-10-26
InvesTrust
DECREASED34,57439,518-4,944-13%$2.3M$2.2M-$119.6K2026-10-14
RFG Advisory, LLC
DECREASED34,57135,462-891-3%$2.0M$2.2M+$113.9K2026-11-03
Univest Financial Corp
INCREASED34,46934,176+293+1%$2.0M$2.2M+$181.6K2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED34,18633,428+758+2%$1.9M$2.1M+$207.1K2026-10-13
Evergreen Capital Management LLC
DECREASED34,06642,722-8,656-20%$2.5M$2.1M-$335.9K2026-10-23
BankPlus Trust Department
INCREASED33,97232,563+1,409+4%$1.9M$2.1M+$243.6K2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED33,80732,023+1,784+6%$1.8M$2.1M+$264.4K2026-11-05
Aviance Capital Partners, LLC
INCREASED33,79232,102+1,690+5%$1.8M$2.1M+$258.9K2026-10-29
Waterfront Wealth Inc.
INCREASED33,56033,448+112+0%$1.9M$2.1M+$146.2K2026-11-03
J. Safra Sarasin Holding AG
INCREASED33,54116,418+17,123+104%$961.5K$2.1M+$1.1M2026-10-26
St. Louis Trust Co
UNCHANGED33,15833,15800%$3.9M$2.1M-$1.8M2026-11-03
Capital Investment Advisory Services, LLC
INCREASED32,92932,911+18+0%$1.9M$2.1M+$158.8K2026-10-30
LJI Wealth Management, LLC
DECREASED32,78534,006-1,221-4%$2.0M$2.0M+$86.3K2026-10-28
Greenfield Savings Bank
DECREASED32,35632,823-467-1%$1.9M$2.0M+$127.8K2026-10-07
Castle Rock Wealth Management, LLC
DECREASED32,20447,869-15,665-33%$2.7M$1.9M-$782.7K2026-10-09
LEE Danner & Bass Inc
INCREASED32,19131,718+473+1%$1.8M$2.0M+$181.1K2026-10-27
LVW Advisors, LLC
INCREASED32,10317,426+14,677+84%$1.0M$2.0M+$999.1K2026-10-19
Ridgewood Investments LLC
DECREASED32,04339,881-7,838-20%$2.3M$2.0M-$298.5K2026-10-05
Greenwood Capital Associates LLC
DECREASED32,02632,798-772-2%$1.9M$2.0M+$108.6K2026-10-27
Providence Wealth Advisors, LLC
INCREASED31,83731,560+277+1%$1.8M$1.9M+$125.5K2026-10-29
Cidel Asset Management Inc
DECREASED31,78133,042-1,261-4%$1.9M$2.0M+$79.3K2026-10-29
Demars Financial Group, LLC
INCREASED31,76430,977+787+3%$1.8M$2.0M+$197.2K2026-10-22
Verity Asset Management, Inc.
INCREASED31,59431,404+190+1%$1.8M$2.0M+$162.0K2026-10-30
Ted Buchan & Co
DECREASED31,51432,055-541-2%$1.8M$2.0M+$119.5K2026-10-23
Bdf-Gestion
DECREASED31,25835,222-3,964-11%$2.1M$2.0M-$179.6K2026-10-19
Beese Fulmer Investment Management, Inc.
DECREASED31,22041,013-9,793-24%$2.4M$1.9M-$415.0K2026-10-23
Mission Wealth Management, LP
DECREASED31,20759,419-28,212-47%$3.4M$1.9M-$1.5M2026-10-15
New England Research & Management, Inc.
NEW31,175—+31,175——$1.9M—2026-10-16
Eastern Bank
INCREASED31,06127,740+3,321+12%$1.6M$1.9M+$339.8K2026-10-05
MFG Wealth Management, Inc.
INCREASED30,98419,446+11,538+59%$1.1M$1.9M+$812.9K2026-10-09
Linden Thomas Advisory Services, LLC
INCREASED30,95930,618+341+1%$1.8M$1.9M+$167.6K2026-10-19
Premier Path Wealth Partners, LLC
INCREASED30,93428,219+2,715+10%$1.6M$1.9M+$304.3K2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
INCREASED30,63330,622+11+0%$1.8M$1.9M+$147.0K2026-10-23
Cherokee Insurance Co
UNCHANGED30,60030,60000%$1.8M$1.9M+$146.3K2026-11-05
Archford Capital Strategies, LLC
NEW30,474—+30,474——$1.9M—2026-10-19
Parcion Private Wealth LLC
INCREASED30,42628,719+1,707+6%$1.7M$1.9M+$243.8K2026-10-28
ASO Group Ltd
INCREASED30,36815,116+15,252+101%$871$1.9K+$1.0K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED30,16729,492+675+2%$1.7M$1.9M+$183.1K2026-10-26
XXI Wealth, LLC
INCREASED30,09616,057+14,039+87%$925.2K$1.9M+$952.8K2026-10-22
Caldwell Trust Co
DECREASED30,07730,189-1120%$1.7M$1.9M+$137.3K2026-10-30
Kestra Investment Management, LLC
DECREASED30,02832,429-2,401-7%$1.9M$1.9M+$5.2K2026-11-04
Partnership Wealth Management, LLC
DECREASED29,94831,356-1,408-4%$1.8M$1.9M+$62.1K2026-10-05
Mount Vernon Associates Inc
DECREASED29,37929,429-500%$1.7K$1.8K+$1372026-10-26
Exchange Bank
UNCHANGED29,30629,30600%$1.7M$1.8M+$140.1K2026-10-07
Modera Wealth Management, LLC
INCREASED29,28518,917+10,368+55%$1.1M$1.8M+$737.4K2026-10-28
Parkside Financial Bank & Trust
INCREASED29,12227,444+1,678+6%$1.6M$1.8M+$235.9K2026-10-27
United Bank
INCREASED29,03728,828+209+1%$1.7M$1.8M+$150.8K2026-11-06
Center for Wealth Management Advisory
NEW28,978—+28,978——$1.8M—2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED28,96530,546-1,581-5%$1.8M$1.8M+$47.3K2026-10-14
United Community Bank
DECREASED28,90628,994-880%$1.7M$1.8M+$133.1K2026-10-28
Altfest L J & Co Inc
DECREASED28,82928,858-290%$1.7M$1.8M+$136.2K2026-10-27
VCI Wealth Management LLC
NEW28,809—+28,809——$1.8M—2026-10-29
EverSource Wealth Advisors, LLC
DECREASED28,49528,598-1030%$1.6M$1.8M+$130.2K2026-11-04
Iowa State Bank
DECREASED28,48829,634-1,146-4%$1.7M$1.8M+$70.1K2026-10-06
Quadrant Capital Group LLC
INCREASED28,34227,838+504+2%$1.6M$1.6M+$2.1K2026-10-20
Norden Group LLC
DECREASED28,315223,889-195,574-87%$12.9M$1.8M-$11.1M2026-10-20
Benchmark Financial Wealth Advisors, LLC
INCREASED28,25526,443+1,812+7%$1.5M$1.8M+$239.5K2026-10-20
Parallel Advisors, LLC
DECREASED28,15428,237-830%$1.6M$1.8M+$129.8K2026-11-03
Bahl & Gaynor LLC
DECREASED27,97228,240-268-1%$1.6M$1.7M+$118.3K2026-11-05
VestGen Advisors, LLC
DECREASED27,84430,225-2,381-8%$1.7M$1.7M-$4.1K2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED27,70525,774+1,931+7%$1.5M$1.7M+$243.7K2026-10-20
Alpha Omega Wealth Management LLC
INCREASED27,61126,593+1,018+4%$1.5M$1.7M+$190.6K2026-10-23
Stone Summit Wealth LLC
INCREASED27,60424,808+2,796+11%$1.4M$1.7M+$293.1K2026-10-14
Little House Capital LLC
INCREASED27,55827,412+146+1%$1.6M$1.7M+$140.1K2026-11-06
Nemes Rush Group LLC
DECREASED27,51527,548-330%$1.6M$1.7M+$129.6K2026-11-04
Dudley Capital Management, LLC
UNCHANGED27,47627,47600%$1.6M$1.7M+$131.3K2026-10-23
Busey Bank
DECREASED27,09537,053-9,958-27%$2.1M$1.7M-$444.3K2026-10-26
Silver Lake Advisory, LLC
INCREASED27,00326,769+234+1%$1.5M$1.7M+$142.6K2026-10-22
Burns J W & Co Inc
INCREASED26,94926,774+175+1%$1.5M$1.7M+$138.9K2026-10-20
Private Trust Co NA
DECREASED26,71827,491-773-3%$1.6M$1.7M+$83.2K2026-10-20
Corundum Group, Inc.
INCREASED26,64525,813+832+3%$1.5M$1.7M+$175.3K2026-10-28
Curated Wealth Partners LLC
INCREASED26,6355,680+20,955+369%$327.3K$1.7M+$1.3M2026-10-15
North Star Investment Management Corp.
INCREASED26,48825,741+747+3%$1.5M$1.7M+$169.7K2026-10-27
GFS Advisors, LLC
DECREASED26,44026,710-270-1%$18.6K$1.7M+$1.6M2026-11-03
Citizens National Bank Trust Department
DECREASED26,32426,349-250%$1.5M$1.6M+$124.4K2026-11-04
Delta Financial Advisors LLC
DECREASED26,25426,459-205-1%$1.5M$1.6M+$113.6K2026-10-27
Forza Wealth Management, LLC
INCREASED26,03524,137+1,898+8%$1.4M$1.6M+$233.8K2026-10-20
Badgley Phelps Wealth Managers, LLC
DECREASED26,02826,049-210%$1.5M$1.6M+$123.2K2026-10-22
Peoples Financial Services Corp.
DECREASED25,88326,066-183-1%$1.5M$1.6M+$113.4K2026-10-20
Wealth Quarterback LLC
DECREASED25,85626,938-1,082-4%$1.6M$1.6M+$61.3K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED25,77025,162+608+2%$1.4M$1.6M+$158.2K2026-10-13
Burney Co/
INCREASED25,75125,296+455+2%$1.5M$1.6M+$149.3K2026-10-15
Viewpoint Capital Management LLC
INCREASED25,73322,927+2,806+12%$1.3M$1.6M+$284.7K2026-10-27
Aspen Investment Management Inc
INCREASED25,62525,285+340+1%$1.5K$1.6K+$1422026-11-05
Sierra Summit Advisors LLC
INCREASED25,59124,647+944+4%$1.4M$1.6M+$176.7K2026-10-28
Level Four Advisory Services, LLC
DECREASED25,57829,492-3,914-13%$1.7M$1.6M-$103.4K2026-11-06
KCM Investment Advisors LLC
INCREASED25,56722,865+2,702+12%$1.3M$1.6M+$277.9K2026-10-27
Brown, Lisle Ings, Inc.
INCREASED25,49725,387+110+0%$1.5M$1.6M+$128.2K2026-10-16
Independent Investors Inc
UNCHANGED25,43825,43800%$1.5M$1.6M+$121.6K2026-10-30
Philadelphia Trust Co
UNCHANGED25,42525,42500%$1.5K$1.6K+$1222026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED25,25725,031+226+1%$1.4M$1.6M+$133.8K2026-10-13
Summit Global Investments
INCREASED25,04423,680+1,364+6%$1.4K$1.6K+$1992026-10-28
Ignite Planners, LLC
INCREASED25,04324,414+629+3%$1.4M$1.6M+$175.1K2026-10-14
Iams Wealth Management, LLC
NEW24,964—+24,964——$1.6M—2026-10-15
MCF Advisors LLC
INCREASED24,78917,023+7,766+46%$980.8K$1.5M+$566.0K2026-10-28
Perpetual Ltd
DECREASED24,78345,645-20,862-46%$2.6M$1.5M-$1.1M2026-10-13
BAR Harbor Wealth Management
DECREASED24,77625,120-344-1%$1.4M$1.5M+$98.6K2026-10-21
Sovran Advisors, LLC
INCREASED24,75910,409+14,350+138%$662.0K$1.5M+$857.9K2026-11-02
Moody National Bank Trust Division
DECREASED24,64925,150-501-2%$1.4M$1.5M+$89.0K2026-10-06
Burford Brothers, Inc.
INCREASED24,57523,457+1,118+5%$1.4M$1.5M+$181.9K2026-10-21
Eagle Harbor Asset Management Inc
DECREASED24,53924,852-313-1%$1.4M$1.5M+$99.2K2026-10-21
Monument Capital Management
INCREASED24,48412,867+11,617+90%$741.4K$1.5M+$786.4K2026-10-09
Archer Investment Corp
INCREASED24,37224,272+100+0%$1.4M$1.5M+$122.3K2026-11-05
McKinney Capital Management, LLC
INCREASED24,35222,523+1,829+8%$1.3M$1.5M+$221.8K2026-11-06
Plimoth Trust Co LLC
DECREASED24,35224,547-195-1%$1.4M$1.5M+$105.2K2026-10-26
Westhampton Capital, LLC
DECREASED24,32224,722-400-2%$1.4M$1.5M+$93.2K2026-10-30
Verdence Capital Advisors LLC
INCREASED24,30920,662+3,647+18%$1.2M$1.5M+$326.3K2026-10-26
NTV Asset Management LLC
DECREASED24,13925,439-1,300-5%$1.5M$1.5M+$40.5K2026-10-23
Monarch Capital Management Inc
DECREASED23,78323,815-320%$1.4M$1.5M+$111.8K2026-10-19
Dominguez Wealth Management Solutions, Inc.
INCREASED23,77723,776+10%$1.4M$1.5M+$113.7K2026-10-07
Mengis Capital Management, Inc.
DECREASED23,73940,778-17,039-42%$2.3M$1.5M-$868.4K2026-10-13
Claro Advisors Inc.
DECREASED23,46724,313-846-3%$1.4M$1.5M+$63.4K2026-11-02
Avestar Capital, LLC
INCREASED23,46616,003+7,463+47%$922.1K$1.5M+$542.2K2026-10-28
Capital City Trust Co
INCREASED23,32123,154+167+1%$1.3M$1.5M+$121.1K2026-10-22
Gibraltar Capital Management, Inc.
DECREASED23,261139,717-116,456-83%$8.1M$1.5M-$6.6M2026-10-27
EagleClaw Capital Managment, LLC
DECREASED23,21624,691-1,475-6%$1.4M$1.4M+$26.0K2026-11-06
Citizens & Northern Corp
DECREASED23,17623,628-452-2%$1.4M$1.4M+$84.7K2026-11-06
Miller Financial Services LLC
DECREASED23,15923,361-202-1%$1.3M$1.4M+$99.0K2026-10-20
Ti-Trust, Inc
UNCHANGED23,08923,08900%$1.3M$1.4M+$110.4K2026-10-21
Grove Bank & Trust
INCREASED23,03922,434+605+3%$1.3M$1.4M+$145.0K2026-10-08
Manske Wealth Management
DECREASED22,84623,392-546-2%$1.3M$1.4M+$77.7K2026-10-26
MTM Investment Management, LLC
INCREASED22,75722,755+2+0%$1.3M$1.4M+$108.9K2026-10-30
Wincap Financial LLC
DECREASED22,72123,756-1,035-4%$1.4M$1.4M+$49.0K2026-10-20
Trust Asset Management LLC
UNCHANGED22,70522,70500%$1.3M$1.4M+$108.5K2026-11-03
Madden Securities Corp
UNCHANGED22,45522,45500%$1.3M$1.4M+$107.3K2026-10-27
Greenleaf Trust
INCREASED22,40621,894+512+2%$1.3M$1.4M+$136.6K2026-10-29
Canandaigua National Bank & Trust Co
DECREASED22,30623,502-1,196-5%$1.4M$1.4M+$37.7K2026-10-07
Zions Bancorporation, National Association
INCREASED22,2919,829+12,462+127%$566.3K$1.4M+$824.6K2026-11-06
Quilter Plc
INCREASED22,25221,225+1,027+5%$1.2M$1.4M+$165.5K2026-10-21
Larson Financial Group LLC
DECREASED22,24925,994-3,745-14%$1.5M$1.4M-$109.4K2026-11-05
Tred Avon Family Wealth, LLC
DECREASED22,12822,926-798-3%$1.3M$1.4M+$59.8K2026-10-20
Howland Capital Management LLC
DECREASED22,07422,408-334-1%$1.3M$1.4M+$86.3K2026-10-22
Pekin Hardy Strauss, Inc.
DECREASED22,03623,721-1,685-7%$1.4M$1.4M+$8.2K2026-11-02
Concord Wealth Partners
INCREASED22,00520,943+1,062+5%$1.2M$1.4M+$166.4K2026-11-02
Simplicity Wealth,LLC
INCREASED21,96612,229+9,737+80%$704.6K$1.4M+$666.0K2026-10-23
CoreCap Advisors, LLC
DECREASED21,89824,801-2,903-12%$1.4M$1.4M-$62.5K2026-10-08
Wedmont Private Capital
INCREASED21,78419,243+2,541+13%$1.1M$1.3M+$189.8K2026-10-09
Koshinski Asset Management, Inc.
INCREASED21,70421,669+35+0%$1.2M$1.4M+$105.8K2026-10-29
SBI Securities Co., Ltd.
DECREASED21,66622,094-428-2%$1.3M$1.4M+$78.9K2026-10-22
Eads & Heald Wealth Management
INCREASED21,63718,330+3,307+18%$1.1M$1.4M+$294.0K2026-10-29
Tritonpoint Wealth, LLC
INCREASED21,63221,570+62+0%$1.2M$1.3M+$107.0K2026-10-19
China Universal Asset Management Co., Ltd.
DECREASED21,60027,000-5,400-20%$1.6M$1.4M-$198.0K2026-10-28
Daytona Street Capital LLC
UNCHANGED21,58721,58700%$1.2M$1.3M+$34.8K2026-10-15
Bangor Savings Bank
DECREASED21,56723,737-2,170-9%$1.4M$1.3M-$21.9K2026-10-06
Comprehensive Financial Consultants Institutional, Inc.
DECREASED21,54623,558-2,012-9%$1.4M$1.3M-$12.9K2026-10-15
Everhart Financial Group, Inc.
INCREASED21,49621,040+456+2%$1.2M$1.3M+$129.0K2026-10-08
Hennion & Walsh Asset Management, Inc.
INCREASED21,48118,045+3,436+19%$1.0M$1.3M+$300.7K2026-10-13
Chapin Davis, Inc.
INCREASED21,43221,427+5+0%$1.2M$1.3M+$102.8K2026-10-09
Nicholas Wealth, Llc.
DECREASED21,28922,205-916-4%$1.3M$1.3M+$48.9K2026-10-26
TCV Trust & Wealth Management, Inc.
DECREASED21,23321,651-418-2%$1.2M$1.3M+$77.4K2026-10-16
Integrity Alliance, Llc.
DECREASED21,21621,389-173-1%$1.2M$1.3M+$91.4K2026-10-29
Riversedge Advisors, LLC
INCREASED21,21219,575+1,637+8%$1.1M$1.3M+$195.7K2026-10-09
Salem Investment Counselors Inc
DECREASED21,09021,310-220-1%$1.2M$1.3M+$88.1K2026-10-13
Indivisible Partners
INCREASED21,01711,646+9,371+80%$671.0K$1.3M+$640.5K2026-10-26
Mystic Asset Management, Inc.
DECREASED21,00921,037-280%$1.2M$1.3M+$98.8K2026-10-15
PKO Investment Management Joint-Stock Co
UNCHANGED21,00021,00000%$1.2M$1.3M+$100.4K2026-10-19
Angeles Wealth Management, LLC
INCREASED20,99520,763+232+1%$1.2M$1.3M+$113.7K2026-10-26
MH & Associates Securities Management Corp
DECREASED20,93521,593-658-3%$1.2M$1.3M+$62.2K2026-10-30
Eagle Rock Investment Company, LLC
INCREASED20,91020,874+36+0%$1.2M$1.3M+$102.0K2026-10-21
Carnegie Lake Advisors LLC
DECREASED20,90323,077-2,174-9%$1.3M$1.3M-$25.4K2026-11-06
Private Management Group Inc
INCREASED20,87220,852+20+0%$1.2M$1.3M+$100.9K2026-11-04
Gibbs Wealth Management
DECREASED20,73126,988-6,257-23%$1.6M$1.3M-$261.4K2026-10-22
TD Private Client Wealth LLC
INCREASED20,68020,091+589+3%$1.2M$1.3M+$132.8K2026-10-28
Chatham Capital Group, Inc.
DECREASED20,67021,545-875-4%$1.2M$1.3M+$48.4K2026-10-16
Summit Securities Group LLC
INCREASED20,6251,783+18,842+1057%$102.7K$1.3M+$1.2M2026-11-05
Lynch & Associates
INCREASED20,45517,945+2,510+14%$1.0M$1.3M+$242.4K2026-10-13
Platform Technology Partners
INCREASED20,38820,385+3+0%$1.2M$1.3M+$97.6K2026-11-02
First American Bank
DECREASED20,34721,347-1,000-5%$1.2M$1.3M+$39.6K2026-10-27
Bank & Trust Co
DECREASED20,21020,387-177-1%$1.2M$1.3M+$86.4K2026-10-07
Curbstone Financial Management Corp
DECREASED20,19420,944-750-4%$1.2M$1.3M+$53.3K2026-10-21
Miller Global Investments, LLC
DECREASED20,18020,632-452-2%$1.2M$1.3M+$70.4K2026-10-02
Axxcess Wealth Management, LLC
DECREASED20,17364,132-43,959-69%$3.7M$1.3M-$2.4M2026-10-21
SevenBridge Financial Group, LLC
DECREASED20,10621,619-1,513-7%$1.4M$1.2M-$159.0K2026-10-26
Carnegie Investment Counsel
INCREASED20,09318,049+2,044+11%$1.0M$1.3M+$213.8K2026-10-20
Probity Advisors, Inc.
INCREASED20,07920,006+73+0%$1.2M$1.3M+$100.2K2026-10-23
Prairie Advisory, LLC
INCREASED20,0049,502+10,502+111%$547.5K$1.2M+$700.7K2026-10-19
Oxler Private Wealth LLC
INCREASED20,00219,816+186+1%$1.1M$1.2M+$106.3K2026-10-21
Adirondack Trust Co
INCREASED19,93319,711+222+1%$1.1M$1.2M+$108.3K2026-10-14
Rahlfs Capital, LLC
UNCHANGED19,85119,85100%$1.1M$1.2M+$94.9K2026-10-23
Institute for Wealth Management, Llc.
DECREASED19,80220,230-428-2%$1.2M$1.2M+$70.0K2026-11-06
Equitable Trust Co
DECREASED19,73120,829-1,098-5%$1.2M$1.2M+$31.0K2026-10-13
Diversified Enterprises, LLC
INCREASED19,51516,834+2,681+16%$970.0K$1.2M+$247.8K2026-10-19
First City Capital Management, Inc.
UNCHANGED19,42719,42700%$1.1M$1.2M+$92.9K2026-10-27
Concord Asset Management, LLC
INCREASED19,41619,057+359+2%$1.1M$1.2M+$113.5K2026-11-02
QTR Family Wealth, LLC
DECREASED19,23421,847-2,613-12%$1.3M$1.2M-$58.6K2026-11-02
Cigna Investments Inc
DECREASED19,21119,319-108-1%$1.1K$1.2K+$862026-10-19
Investment Partners, Ltd.
INCREASED19,16212,497+6,665+53%$720.1K$1.2M+$475.6K2026-10-29
Jeppson Wealth Management, LLC
DECREASED19,09119,211-120-1%$1.1M$1.2M+$84.3K2026-10-20
Quadcap Wealth Management, LLC
DECREASED19,06619,394-328-2%$1.1M$1.2M+$72.3K2026-11-02
Davis Investment Partners, LLC
INCREASED19,02415,381+3,643+24%$886.3K$1.2M+$300.8K2026-11-05
OmniStar Financial Group, Inc.
DECREASED18,90558,507-39,602-68%$3.4M$1.2M-$2.2M2026-10-26
Integrated Advisors Network LLC
INCREASED18,90517,597+1,308+7%$1.0M$1.2M+$165.7K2026-10-20
First National Trust Co
DECREASED18,84919,277-428-2%$1.1M$1.2M+$65.4K2026-10-28
Investment Research Partners LLC
INCREASED18,83416,698+2,136+13%$962.1K$1.2M+$213.1K2026-10-19
Triumph Capital Management
DECREASED18,82920,678-1,849-9%$1.2M$1.2M-$16.5K2026-10-14
United Advisor Group, LLC
DECREASED18,79628,224-9,428-33%$1.6M$1.2M-$453.4K2026-11-03
Insight Inv LLC
INCREASED18,75614,711+4,045+28%$847.6K$1.2M+$322.7K2026-10-27
Pflug Koory, LLC
UNCHANGED18,68818,68800%$1.1M$1.2M+$89.3K2026-10-26
Patten Group, Inc.
DECREASED18,66119,094-433-2%$1.1M$1.2M+$64.2K2026-10-26
Mcdonald Partners LLC
DECREASED18,63228,302-9,670-34%$1.6M$1.2M-$468.1K2026-11-03
W Advisors, LLC
INCREASED18,56818,519+49+0%$1.1M$1.2M+$91.6K2026-11-02
WBI Investments, LLC
DECREASED18,45428,151-9,697-34%$1.6M$1.2M-$470.6K2026-11-05
Cowa, LLC
DECREASED18,40420,323-1,919-9%$1.2M$1.1M-$22.6K2026-10-30
Aspiriant, LLC
DECREASED18,39918,578-179-1%$1.1M$1.1M+$77.6K2026-10-16
Nations Financial Group Inc,
DECREASED18,23319,741-1,508-8%$1.1M$1.1M+$2812026-11-05
Neumann Capital Management, LLC
UNCHANGED18,12318,12300%$1.0M$1.1M+$86.6K2026-10-15
Ledyard National Bank
INCREASED18,07617,142+934+5%$987.7K$1.1M+$140.2K2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED18,06013,420+4,640+35%$773.2K$1.1M+$353.2K2026-11-05
1620 Investment Advisors, Inc.
INCREASED18,05217,612+440+3%$1.0M$1.1M+$111.6K2026-11-04
Newman Dignan & Sheerar, Inc.
INCREASED17,95617,344+612+4%$999.4K$1.1M+$121.1K2026-10-21
Keudell ison Wealth Management
DECREASED17,94719,945-1,998-10%$1.1M$1.1M-$29.3K2026-10-16
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED17,90017,90000%$1.0M$1.0M$02026-10-15
Crew Capital Management, Ltd
INCREASED17,87116,907+964+6%$974.2K$1.1M+$141.0K2026-10-28
Verus Capital Partners, LLC
DECREASED17,78717,858-710%$1.0M$1.1M+$80.9K2026-11-03
71 West Capital Partners
INCREASED17,76116,821+940+6%$969.2K$1.1M+$139.1K2026-11-04
ZWJ Investment Counsel Inc
INCREASED17,74716,867+880+5%$971.9K$1.1M+$135.5K2026-10-15
Intrua Financial, LLC
DECREASED17,64719,442-1,795-9%$1.1M$1.1M-$19.1K2026-10-28
Personal CFO Solutions, LLC
DECREASED17,56219,397-1,835-9%$1.1M$1.1M-$21.8K2026-11-06
Portside Wealth Group, LLC
DECREASED17,53923,957-6,418-27%$1.4M$1.1M-$286.0K2026-10-20
Redhawk Wealth Advisors, Inc.
INCREASED17,44417,209+235+1%$991.6K$1.1M+$97.0K2026-10-14
Asset Planning,Inc
DECREASED17,33217,382-500%$1.0M$1.1M+$80.0K2026-10-26
Hanson & Doremus Investment Management
DECREASED17,31718,157-840-5%$1.0K$1.1K+$352026-10-16
Towne Trust Company, N.a
INCREASED17,30116,251+1,050+6%$936.4K$1.1M+$143.2K2026-10-28
Investors Asset Management of Georgia Inc
DECREASED17,13517,235-100-1%$993.1K$1.1M+$76.2K2026-10-20
Commonwealth Retirement Investments LLC
DECREASED17,08917,829-740-4%$1.0M$1.1M+$39.0K2026-10-26
Ipswich Investment Management Co., Inc.
DECREASED17,02917,229-200-1%$992.7K$1.1M+$69.9K2026-10-13
WealthTrust Asset Management, LLC
NEW16,969—+16,969——$1.1M—2026-10-22
Balefire, LLC
DECREASED16,96818,299-1,331-7%$1.1M$1.1M+$4.4K2026-10-09
Range Financial Group LLC
INCREASED16,95115,837+1,114+7%$912.5K$1.1M+$145.2K2026-10-21
Aljian Capital Management, LLC
DECREASED16,94017,011-710%$980.2K$1.1M+$76.9K2026-10-28
Means Investment Co., Inc.
DECREASED16,93717,080-143-1%$984.1K$1.1M+$72.7K2026-11-03
Baker Avenue Asset Management, LP
DECREASED16,84417,475-631-4%$1.0M$1.1M+$44.1K2026-11-06
Park National Corp
DECREASED16,81717,062-245-1%$983.1K$1.0M+$66.3K2026-10-05
Founders Financial Securities LLC
INCREASED16,79216,689+103+1%$961.6K$1.0M+$86.2K2026-10-28
Journey Advisory Group, LLC
DECREASED16,75517,141-386-2%$987.7K$1.0M+$57.8K2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED16,73114,381+2,350+16%$828.7K$1.0M+$215.4K2026-10-15
Granite Islands Private Wealth, LLC
INCREASED16,72214,380+2,342+16%$828.6K$1.0M+$214.9K2026-10-16
Essential Partners LLC
DECREASED16,70917,545-836-5%$1.0M$1.0M+$31.7K2026-10-14
Sentry LLC
DECREASED16,68917,273-584-3%$995.3K$1.0M+$46.1K2026-10-30
Patten & Patten Inc
DECREASED16,67517,480-805-5%$1.0M$1.0M+$33.3K2026-10-26
Tempus Wealth Planning, LLC
INCREASED16,59615,761+835+5%$908.2K$1.0M+$127.5K2026-10-14
S-Bank Fund Management Ltd
INCREASED16,49415,694+800+5%$904.3K$1.0M+$124.9K2026-11-06
Letson Investment Management, Inc.
UNCHANGED16,49316,49300%$950.3K$1.0M+$78.8K2026-11-05
Trust Point Inc.
INCREASED16,44113,912+2,529+18%$801.6K$1.0M+$224.3K2026-10-27
Uhlmann Price Securities, LLC
DECREASED16,43217,169-737-4%$989.3K$1.0M+$36.0K2026-11-03
Palisade Asset Management, LLC
DECREASED16,39016,490-100-1%$950.2K$1.0M+$72.6K2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED16,34212,766+3,576+28%$735.6K$1.0M+$284.2K2026-10-08
Emerald Advisors, LLC
DECREASED16,32321,378-5,055-24%$1.2M$1.0M-$213.2K2026-10-13
Apella Capital, LLC
INCREASED16,28612,792+3,494+27%$741.6K$972.3K+$230.7K2026-10-08
Avaii Wealth Management, LLC
DECREASED16,25217,077-825-5%$984.0K$993.8K+$9.9K2026-10-09
Knuff & Co LLC
DECREASED16,23816,438-200-1%$947.2K$1.0M+$66.1K2026-11-06
Cornerstone Wealth Group, LLC
INCREASED16,20715,440+767+5%$889.7K$1.0M+$121.7K2026-11-02
Acropolis Investment Management, LLC
DECREASED16,20417,771-1,567-9%$1.0M$1.0M-$12.8K2026-10-08
VAN Strum & Towne Inc.
DECREASED16,18816,392-204-1%$944.5K$1.0M+$65.6K2026-11-06
Allegiance Financial Group Advisory Services LLC
DECREASED16,07419,450-3,376-17%$1.1M$1.0M-$117.7K2026-11-02
Capstone Capital Management Ltd
INCREASED15,95314,109+1,844+13%$813.0K$995.5K+$182.5K2026-10-21
Reynders McVeigh Capital Management, LLC
DECREASED15,94917,998-2,049-11%$1.0K$995.2K+$994.2K2026-10-30
San Luis Wealth Advisors LLC
DECREASED15,94717,454-1,507-9%$1.0M$995.1K-$10.6K2026-10-27
Hengehold Capital Management LLC
INCREASED15,93515,920+15+0%$917.3K$994.4K+$77.1K2026-10-16
Raab & Moskowitz Asset Management LLC
DECREASED15,93316,300-367-2%$939.2K$994.2K+$55.0K2026-11-02
MBM Wealth Consultants, LLC
INCREASED15,88214,057+1,825+13%$810.0K$991.0K+$181.1K2026-10-20
Hunter Associates Investment Management LLC
DECREASED15,80415,806-20%$914$983.0K+$982.1K2026-10-26
Mogy Joel R Investment Counsel Inc
UNCHANGED15,79515,79500%$910.1K$985.6K+$75.5K2026-10-13
Independent Financial Group, LLC
DECREASED15,70619,363-3,657-19%$1.1M$980.1K-$135.7K2026-10-13
Ardent Capital Management, Inc.
UNCHANGED15,67515,67500%$903.2K$978.1K+$74.9K2026-10-16
First National Bank Sioux Falls
INCREASED15,6399,195+6,444+70%$542.1K$975.9K+$433.7K2026-10-13
Fruth Investment Management
UNCHANGED15,60515,60500%$899$973.0K+$972.1K2026-10-13
Wealth Alliance Advisory Group, LLC
DECREASED15,59715,689-92-1%$904.0K$973.3K+$69.3K2026-10-14
Inlet Private Wealth, LLC
DECREASED15,58117,331-1,750-10%$998.6K$972.3K-$26.4K2026-10-21
Kimelman & Baird, LLC
UNCHANGED15,52515,52500%$894.6K$968.8K+$74.2K2026-11-03
Prudent Man Advisors, LLC
INCREASED15,46412,088+3,376+28%$696.5K$965.0K+$268.4K2026-11-03
180 Wealth Advisors, LLC
DECREASED15,40115,760-359-2%$908.1K$961.0K+$52.9K2026-11-03
Kesler, Norman & Wride, LLC
NEW15,260—+15,260——$952.2K—2026-11-06
Asset Advisory Group, Inc.
DECREASED15,25416,054-800-5%$925.0K$951.9K+$26.8K2026-10-20
Hedges Asset Management LLC
UNCHANGED15,25015,25000%$878.7K$951.6K+$72.9K2026-10-29
Welch Group, LLC
INCREASED15,20013,167+2,033+15%$758.7K$948.5K+$189.8K2026-10-29
BigSur Wealth Management LLC
UNCHANGED15,20015,20000%$875.8K$948.5K+$72.7K2026-10-13
bLong Financial, LLC
UNCHANGED15,05215,05200%$867.3K$939.2K+$71.9K2026-10-29
Tobam
DECREASED15,03236,844-21,812-59%$2.1K$938-$1.2K2026-11-03
Lazari Capital Management, Inc.
DECREASED14,96217,208-2,246-13%$991.5K$933.6K-$57.9K2026-10-20
Paradigm Asset Management Co LLC
DECREASED14,90020,400-5,500-27%$1.2M$929.8K-$245.7K2026-11-05
Alliance Private Wealth, LLC
DECREASED14,89515,897-1,002-6%$916.0K$929.4K+$13.5K2026-10-20
Almanack Investment Partners, Llc.
DECREASED14,86214,979-117-1%$863.1K$927.4K+$64.3K2026-11-03
Alta Advisers Ltd
INCREASED14,8177,750+7,067+91%$446.6K$924.6K+$478.0K2026-11-02
Washington Trust Co
DECREASED14,77914,851-720%$855.7K$922.2K+$66.5K2026-10-22
Commerce Advisors, LLC
INCREASED14,72314,688+35+0%$846.3K$918.7K+$72.4K2026-10-19
Compass Financial Management LLC
DECREASED14,62814,966-338-2%$931.5K$912.8K-$18.7K2026-10-30
AMG National Trust Bank
DECREASED14,61214,664-520%$844.9K$911.8K+$66.8K2026-11-05
Sanders Morris Harris LLC
NEW14,607—+14,607——$912.6K—2026-10-14
Procyon Advisors, LLC
DECREASED14,58416,718-2,134-13%$963.3K$910.0K-$53.3K2026-10-21
SYM Financial Corp
INCREASED14,53214,012+520+4%$807.4K$906.8K+$99.5K2026-10-26
EPG Wealth Management LLC
INCREASED14,52914,133+396+3%$814.4K$906.6K+$92.3K2026-11-03
Roman Butler Fullerton & Co
DECREASED14,51627,189-12,673-47%$1.6M$854.0K-$759.4K2026-10-27
Fire Capital Management LLC
INCREASED14,47410,020+4,454+44%$577.4K$903.2K+$325.8K2026-10-27
Mechanics Bank Trust Department
DECREASED14,44219,485-5,043-26%$1.1M$901.2K-$221.5K2026-10-13
Landmark Wealth Management, LLC
UNCHANGED14,42414,42400%$831.1K$900.1K+$68.9K2026-11-03
Cohen Capital Management, Inc.
UNCHANGED14,35014,35000%$826.8K$895.4K+$68.6K2026-10-14
Triangle Securities Wealth Management
DECREASED14,29615,015-719-5%$865.2K$892.1K+$26.9K2026-10-14
Pavion Blue Capital, LLC
UNCHANGED14,20814,20800%$818.7K$886.6K+$67.9K2026-11-05
FSM Wealth Advisors, LLC
DECREASED14,14614,570-424-3%$839.5K$842.8K+$3.3K2026-10-27
Net Worth Advisory Group
DECREASED14,10615,492-1,386-9%$892.7K$866.9K-$25.7K2026-10-20
Meridian Management Co
UNCHANGED14,03714,03700%$808.8K$875.9K+$67.1K2026-11-06
Machina Capital S.A.S.
DECREASED13,99328,863-14,870-52%$1.7M$873.2K-$789.9K2026-11-05
Golden Reserve Retirement LLC
NEW13,922—+13,922——$868.7K—2026-11-02
Vaughan & Co Securities, Inc.
DECREASED13,88814,738-850-6%$849.2K$866.6K+$17.4K2026-10-23
Spire Wealth Management
INCREASED13,8605,931+7,929+134%$341.7K$864.9K+$523.2K2026-10-30
Abel Hall, LLC
DECREASED13,85220,767-6,915-33%$1.2M$864.4K-$332.2K2026-10-19
Cookson Peirce & Co Inc
INCREASED13,8379,943+3,894+39%$572.9K$863.4K+$290.5K2026-10-30
Confluence Wealth Services, Inc.
DECREASED13,78316,256-2,473-15%$936.6K$860.0K-$76.6K2026-11-05
Wealth Effects LLC
UNCHANGED13,77513,77500%$793.7K$859.6K+$65.8K2026-10-23
USA Financial Formulas
NEW13,760—+13,760——$858.6K—2026-10-16
Altura Wealth Advisors Inc.
INCREASED13,71713,556+161+1%$781.1K$856.0K+$74.9K2026-10-22
Hardy Reed LLC
INCREASED13,5998,689+4,910+57%$500.7K$848.6K+$347.9K2026-11-06
Physicians Financial Services, Inc.
DECREASED13,59213,692-100-1%$789$848+$592026-11-04
Sylvest Advisors, LLC
DECREASED13,57213,854-282-2%$798.3K$846.9K+$48.6K2026-10-26
Cornell Pochily Investment Advisors, Inc.
INCREASED13,46713,451+16+0%$775.1K$840.3K+$65.3K2026-10-19
Penobscot Investment Management Company, Inc.
UNCHANGED13,42813,42800%$773.7K$837.9K+$64.2K2026-10-26
Atlas Brown,Inc.
UNCHANGED13,37313,37300%$770.6K$834.5K+$63.9K2026-10-09
3Chopt Investment Partners, LLC
INCREASED13,30711,859+1,448+12%$683.3K$830.4K+$147.0K2026-10-30
Turtle Creek Wealth Advisors, LLC
INCREASED13,2779,917+3,360+34%$571.4K$828.5K+$257.1K2026-10-15
Legacy Wealth Asset Management, LLC
INCREASED13,23113,139+92+1%$757.1K$825.6K+$68.5K2026-10-09
BLB&B Advisors, LLC
DECREASED13,18616,056-2,870-18%$925.1K$822.8K-$102.3K2026-10-27
Manchester Capital Management LLC
DECREASED13,06813,165-97-1%$758.6K$815.4K+$56.9K2026-10-22
Burke & Herbert Bank & Trust Co
UNCHANGED13,04113,04100%$751.4K$813.8K+$62.3K2026-11-02
Childress Capital Advisors, LLC
INCREASED13,01412,974+40+0%$747.6K$812.1K+$64.5K2026-10-28
Lantz Financial LLC
INCREASED12,93212,833+99+1%$739.4K$807.0K+$67.6K2026-10-15
Supplemental Annuity Collective Trust of NJ
DECREASED12,92513,098-173-1%$754.7K$806.5K+$51.8K2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED12,81313,758-945-7%$792.7K$799.5K+$6.8K2026-11-03
Plan Group Financial, LLC
INCREASED12,79611,399+1,397+12%$656.8K$789.3K+$132.5K2026-10-22
Cooper Financial Group
INCREASED12,78412,387+397+3%$713.8K$797.7K+$84.0K2026-10-07
Cobblestone Asset Management LLC
UNCHANGED12,77212,77200%$735.9K$797.0K+$61.1K2026-10-13
Generali Investments, Management Co LLC
DECREASED12,72017,276-4,556-26%$995.4K$793.7K-$201.7K2026-10-19
Uncommon Cents Investing Inc
INCREASED12,71812,588+130+1%$725.3K$793.6K+$68.3K2026-10-20
LVM Capital Management LTD
UNCHANGED12,69412,69400%$731$792.1K+$791.4K2026-10-20
Old North State Wealth Management, LLC
INCREASED12,68912,246+443+4%$706.6K$792.7K+$86.1K2026-10-22
Montecito Bank & Trust
INCREASED12,67912,596+83+1%$725.8K$791.2K+$65.4K2026-10-01
Clear Harbor Asset Management, LLC
INCREASED12,65111,971+680+6%$689.8K$789.4K+$99.7K2026-11-05
Summit Financial Wealth Advisors, LLC
DECREASED12,61012,990-380-3%$748.5K$786.9K+$38.4K2026-10-15
Obermeyer Wealth Partners
INCREASED12,60212,532+70+1%$722.1K$786.4K+$64.3K2026-10-21
Wendell David Associates Inc
UNCHANGED12,57812,57800%$725$785+$602026-10-27
Gold Investment Management Ltd.
UNCHANGED12,54212,54200%$722.7K$782.6K+$60.0K2026-10-19
City Holding Co
DECREASED12,53614,061-1,525-11%$810.0K$782.2K-$27.8K2026-10-19
Northwest Wealth Management, LLC
INCREASED12,50612,488+18+0%$719.6K$780.4K+$60.8K2026-10-30
Plancorp, LLC
DECREASED12,50316,457-3,954-24%$976.5K$781.2K-$195.3K2026-11-03
KRS Capital Management, LLC
INCREASED12,50011,808+692+6%$680.4K$780.0K+$99.6K2026-10-16
D'Orazio & Associates, Inc.
INCREASED12,4798,406+4,073+48%$484.4K$778.7K+$294.3K2026-11-04
Kentucky Trust Co
INCREASED12,45812,378+80+1%$713.2K$777.4K+$64.2K2026-10-15
SFE Investment Counsel
INCREASED12,41212,212+200+2%$703.7K$774.5K+$70.9K2026-10-29
626 Financial, LLC
INCREASED12,37812,372+6+0%$712.9K$772.4K+$59.5K2026-11-04
Portfolio Design Labs, LLC
INCREASED12,34012,294+46+0%$708.4K$770.0K+$61.6K2026-11-04
Axxion S.A.
UNCHANGED12,33212,33200%$710.6K$769.5K+$58.9K2026-10-22
Bill Few Associates, Inc.
INCREASED12,32711,876+451+4%$684.3K$769.2K+$84.9K2026-10-09
Park Edge Advisors, LLC
DECREASED12,31614,381-2,065-14%$828.6K$768.5K-$60.1K2026-10-28
Lewis Asset Management, LLC
INCREASED12,23511,994+241+2%$691.1K$763.4K+$72.3K2026-10-14
Boston Trust Walden Corp
INCREASED12,23112,222+9+0%$704.2K$763.2K+$59.0K2026-10-30
Patrick Mauro Investment Advisor, Inc.
DECREASED12,22547,612-35,387-74%$2.7M$762.8K-$2.0M2026-11-06
New Wave Wealth Advisors LLC
NEW12,183—+12,183——$696.8K—2026-10-19
TSP Capital Management Group, LLC
UNCHANGED12,17512,17500%$701.5K$759.7K+$58.2K2026-10-15
Nautilus Advisors LLC
DECREASED12,09212,345-253-2%$710.8K$754.5K+$43.7K2026-10-07
SeaCrest Wealth Management, LLC
DECREASED12,08213,634-1,552-11%$785.6K$753.9K-$31.7K2026-10-21
Waters Parkerson & Co., LLC
INCREASED12,05712,037+20+0%$693.6K$752.4K+$58.8K2026-11-04
Northcape Wealth Management, LLC
INCREASED12,04511,898+147+1%$685.6K$751.6K+$66.0K2026-11-04
Essex Bank
DECREASED12,02913,528-1,499-11%$779.3K$750.6K-$28.7K2026-10-16
CV Advisors LLC
UNCHANGED12,00012,00000%$691.4K$748.8K+$57.4K2026-10-13
Bank Pictet & Cie (Europe) AG
UNCHANGED12,00012,00000%$691.4K$748.8K+$57.4K2026-10-20
Blue Trust, Inc.
DECREASED11,99016,168-4,178-26%$931.6K$748.2K-$183.4K2026-10-15
Laurel OAK Wealth Management, LLC
INCREASED11,98111,961+20+0%$689.2K$747.6K+$58.4K2026-10-19
Davidson Trust Co
DECREASED11,97812,206-228-2%$703.3K$747.4K+$44.1K2026-10-09
Symphony Financial, Ltd. Co.
INCREASED11,78310,467+1,316+13%$608.9K$743.8K+$134.9K2026-10-22
Tortuga Wealth Management, Inc
DECREASED11,76213,228-1,466-11%$762.2K$734.0K-$28.2K2026-10-27
Argos Wealth Advisors, LLC
UNCHANGED11,69311,69300%$673.8K$729.6K+$55.9K2026-11-02
Syverson Strege & Co
INCREASED11,6878,978+2,709+30%$517.3K$729.3K+$212.0K2026-11-02
Cove Private Wealth, LLC
INCREASED11,68411,575+109+1%$667.0K$729.1K+$62.1K2026-10-28
Smith Salley Wealth Management
INCREASED11,66011,437+223+2%$659.0K$727.6K+$68.6K2026-11-03
Waldron Private Wealth LLC
DECREASED11,60511,814-209-2%$680.7K$724.2K+$43.4K2026-11-02
Oslo Pensjonsforsikring AS
UNCHANGED11,55611,55600%$665.9K$721.1K+$55.2K2026-10-15
Quadrant Private Wealth Management, LLC
NEW11,542—+11,542——$720.2K—2026-11-04
Bison Wealth, LLC
INCREASED11,4479,226+2,221+24%$523.1K$659.1K+$136.0K2026-10-13
Michels Family Financial, LLC
DECREASED11,43811,553-115-1%$665.7K$713.7K+$48.1K2026-11-02
Convergence Financial, LLC
DECREASED11,33217,333-6,001-35%$998.7K$707.1K-$291.6K2026-10-27
Richwood Investment Advisors, LLC
DECREASED11,25211,312-60-1%$651.8K$702.1K+$50.3K2026-10-30
Moneco Advisors, LLC
DECREASED11,18311,852-669-6%$682.9K$697.8K+$14.9K2026-11-05
Leonteq Securities AG
DECREASED11,17312,628-1,455-12%$727.6K$697.2K-$30.4K2026-10-29
Indiana Trust & Investment Management Co
DECREASED11,16911,769-600-5%$678.1K$696.9K+$18.8K2026-10-22
111 Capital
INCREASED11,1135,419+5,694+105%$312.2K$693.5K+$381.2K2026-11-03
Chicago Capital, LLC
DECREASED11,07011,250-180-2%$648.2K$690.8K+$42.5K2026-10-13
Blueprint Investment Partners LLC
NEW11,008—+11,008——$686.9K—2026-10-28
Pension & Wealth Management Advisors, Inc.
DECREASED10,95412,304-1,350-11%$709.0K$683.6K-$25.4K2026-10-16
Avail Investment Partners, LLC
INCREASED10,9539,746+1,207+12%$561.6K$683.5K+$121.9K2026-10-16
Grandfield & Dodd, LLC
UNCHANGED10,82610,82600%$623.8K$675.5K+$51.7K2026-10-29
Cardinal Point Capital Management ULC
UNCHANGED10,81810,81800%$623.3K$675.0K+$51.7K2026-10-21
Seelaus Asset Management LLC
INCREASED10,7839,530+1,253+13%$549.1K$672.8K+$123.7K2026-10-14
WealthPlan Investment Management, LLC
INCREASED10,75910,745+14+0%$619.1K$671.4K+$52.3K2026-10-15
Mccarter Private Wealth Services LLC
DECREASED10,72210,747-250%$619.2K$669.1K+$49.8K2026-10-22
First Nebraska Trust Co
DECREASED10,71910,907-188-2%$628.5K$668.9K+$40.4K2026-10-30
YHB Investment Advisors, Inc.
DECREASED10,68310,753-70-1%$619.6K$666.6K+$47.0K2026-10-08
Pictet North America Advisors SA
NEW10,654—+10,654——$664.8K—2026-10-21
Oakworth Capital, Inc.
INCREASED10,58310,513+70+1%$599.1K$660.4K+$61.3K2026-10-26
Unique Wealth Strategies, LLC
UNCHANGED10,58210,58200%$609.7K$609.7K$02026-10-13
Yanni & Associates Investment Advisors, LLC
DECREASED10,55410,729-175-2%$618.2K$658.6K+$40.4K2026-10-14
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED10,50010,50000%$605.0K$655.2K+$50.2K2026-11-06
Principle Wealth Partners LLC
DECREASED10,48511,000-515-5%$633.8K$654.3K+$20.5K2026-11-02
Ipsen Advisor Group LLC
DECREASED10,47510,857-382-4%$625.6K$653.7K+$28.1K2026-10-29
Bright Futures Wealth Management, Llc.
INCREASED10,45510,163+292+3%$585.6K$652.4K+$66.8K2026-10-23
Wealth Advisory Solutions, LLC
DECREASED10,42810,798-370-3%$622.2K$650.7K+$28.5K2026-10-20
Ariadne Wealth Management, LP
DECREASED10,41912,726-2,307-18%$733.3K$650.1K-$83.1K2026-11-06
RMR Wealth Builders
DECREASED10,35511,291-936-8%$650.6K$646.1K-$4.4K2026-10-22
Woodmont Investment Counsel LLC
DECREASED10,33910,507-168-2%$605.4K$645.2K+$39.7K2026-10-29
Retirement Planning Co of New England, Inc.
DECREASED10,31210,883-571-5%$627.1K$643.4K+$16.4K2026-10-15
Facet Wealth, Inc.
INCREASED10,3058,331+1,974+24%$480.0K$643.0K+$163.0K2026-11-04
Deseret Mutual Benefit Administrators
DECREASED10,23911,752-1,513-13%$677.2K$638.9K-$38.2K2026-11-04
Tower Trust & Investment Co
INCREASED10,22210,147+75+1%$584.5K$637.8K+$53.3K2026-10-28
Hartford Financial Management Inc.
UNCHANGED10,18310,18300%$586.7K$635.4K+$48.7K2026-10-21
Focused Alpha, LLC
DECREASED10,17810,253-75-1%$590.8K$635.1K+$44.3K2026-10-20
Biltmore Family Office, LLC
UNCHANGED10,14710,14700%$584.7K$633.2K+$48.5K2026-11-03
Hilltop National Bank
INCREASED10,1456,422+3,723+58%$370.0K$633.0K+$263.0K2026-10-14
Atwood & Palmer Inc
DECREASED10,12811,728-1,600-14%$675.8K$632.0K-$43.8K2026-10-08
Embree Financial Group
INCREASED10,0826,342+3,740+59%$365.4K$629.1K+$263.7K2026-10-22
Wolff Financial Management LLC
UNCHANGED10,05010,05000%$579.1K$627.1K+$48.0K2026-10-23
Baxter Bros Inc
UNCHANGED9,9659,96500%$574.2K$621.8K+$47.6K2026-11-04
Jackson Square Capital, LLC
INCREASED9,9259,490+435+5%$546.8K$619.3K+$72.5K2026-10-19
Fulton Bank, N.A.
DECREASED9,92310,505-582-6%$605.3K$619.2K+$13.9K2026-10-14
RHS Financial, LLC
DECREASED9,91111,816-1,905-16%$680.8K$618.4K-$62.4K2026-10-13
Alpine Bank Wealth Management
DECREASED9,8679,893-260%$570.0K$615.7K+$45.7K2026-10-16
Cherry Creek Investment Advisors, Inc.
INCREASED9,8129,754+58+1%$562.0K$612.3K+$50.3K2026-10-14
SAX Wealth Advisors, LLC
INCREASED9,8046,662+3,142+47%$404.0K$611.7K+$207.7K2026-10-13
Aries Wealth Management
DECREASED9,79410,794-1,000-9%$622.0K$611.1K-$10.8K2026-10-23
Fairvoy Private Wealth, LLC
INCREASED9,7865,053+4,733+94%$291.2K$610.6K+$319.5K2026-10-19
J. Derek Lewis & Associates Inc.
INCREASED9,7749,773+1+0%$563.1K$609.9K+$46.8K2026-11-03
Cohen Investment Advisors LLC
INCREASED9,7409,581+159+2%$552.1K$607.8K+$55.7K2026-10-20
True Private Wealth Advisors
INCREASED9,7369,727+9+0%$560.5K$607.5K+$47.1K2026-10-19
MBL Wealth, LLC
INCREASED9,7198,305+1,414+17%$478.5K$606.5K+$127.9K2026-10-22
Forbes J M & Co LLP
INCREASED9,6369,548+88+1%$550.2K$601.3K+$51.1K2026-10-16
Root Financial Partners, LLC
DECREASED9,5559,675-120-1%$557.5K$596.2K+$38.8K2026-10-21
Nichols & Pratt Advisers LLP
UNCHANGED9,5259,52500%$548.8K$585.4K+$36.6K2026-10-13
Aull & Monroe Investment Management Corp
INCREASED9,5149,214+300+3%$530.9K$593.7K+$62.8K2026-10-16
Ballast Rock Private Wealth LLC
DECREASED9,5129,527-150%$548.9K$593.5K+$44.6K2026-10-26
Xcel Wealth Management, LLC
DECREASED9,4609,821-361-4%$565.9K$590.3K+$24.4K2026-10-26
New Hampshire Trust
DECREASED9,4329,927-495-5%$572.0K$588.6K+$16.6K2026-10-20
Catalyst Financial Partners LLC
INCREASED9,4108,894+516+6%$512.5K$587.2K+$74.7K2026-11-06
CFS Investment Advisory Services, LLC
DECREASED9,3389,415-77-1%$547.3K$556.5K+$9.2K2026-10-19
Union Savings Bank
DECREASED9,3179,389-72-1%$540.9K$581.4K+$40.5K2026-10-14
Advisor OS, LLC
DECREASED9,3099,461-152-2%$545.1K$580.9K+$35.8K2026-11-03
StoneX Group Inc.
DECREASED9,2709,503-233-2%$547.6K$578.4K+$30.9K2026-11-03
Retirement Planning Group, LLC
INCREASED9,2397,841+1,398+18%$451.8K$576.5K+$124.7K2026-10-19
Mainsail Asset Management, LLC
DECREASED9,23011,956-2,726-23%$726.2K$550.0K-$176.2K2026-10-14
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED9,2079,731-524-5%$560.7K$574.5K+$13.8K2026-10-13
Masterinvest Kapitalanlage GmbH
DECREASED9,1819,194-130%$529.8K$572.9K+$43.1K2026-11-03
Patrick M Sweeney & Associates, Inc
INCREASED9,1718,286+885+11%$477.4K$572.3K+$94.8K2026-10-22
Home Federal Bank of Tennessee
UNCHANGED9,1599,15900%$527.7K$571.5K+$43.8K2026-10-15
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED9,13215,732-6,600-42%$906.2K$569.8K-$336.3K2026-10-21
Vanguard Capital Wealth Advisors
DECREASED9,1009,127-270%$525.9K$567.8K+$42.0K2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED9,0848,439+645+8%$486.3K$566.8K+$80.5K2026-10-27
Ironwood Financial, llc
UNCHANGED9,0549,05400%$537.3K$565.0K+$27.7K2026-10-20
Formidable Asset Management, LLC
INCREASED9,0449,040+4+0%$548.3K$521.1K-$27.2K2026-11-03
Fiduciary Alliance LLC
INCREASED9,0288,832+196+2%$508.9K$563.3K+$54.4K2026-10-13
Acorn Wealth Advisors, LLC
INCREASED8,9498,764+185+2%$505.0K$558.4K+$53.4K2026-10-19
Allegheny Financial Group
INCREASED8,8958,665+230+3%$499.3K$555.1K+$55.7K2026-11-05
Investment Partners Asset Management, Inc.
DECREASED8,8949,337-443-5%$538.0K$555.0K+$17.0K2026-10-09
City State Bank
INCREASED8,8138,431+382+5%$485.8K$549.9K+$64.1K2026-10-20
Southern Financial Group, LLC
DECREASED8,7308,834-104-1%$509.0K$544.8K+$35.8K2026-10-30
LCM Capital Management Inc
DECREASED8,7228,930-208-2%$514.5K$544.3K+$29.7K2026-10-20
Walker Asset Management, LLC
INCREASED8,7018,616+85+1%$496.4K$542.9K+$46.5K2026-10-13
McAdam, LLC
INCREASED8,6996,403+2,296+36%$368.9K$542.8K+$173.9K2026-10-21
Opinicus Capital, Inc.
DECREASED8,6899,025-336-4%$520.0K$542.2K+$22.2K2026-10-28
Trust Co
DECREASED8,67741,125-32,448-79%$2.4M$541.4K-$1.8M2026-10-09
Occidental Asset Management, LLC
INCREASED8,6707,807+863+11%$449.8K$541.0K+$91.2K2026-11-05
StoneRidge PMG Advisors, LLC
NEW8,668—+8,668——$541—2026-11-04
Presilium Private Wealth, LLC
INCREASED8,6644,137+4,527+109%$238.4K$540.6K+$302.3K2026-10-26
Powell Investment Advisors, LLC
UNCHANGED8,6538,65300%$498.6K$539.9K+$41.4K2026-10-22
First Financial Corp
UNCHANGED8,6358,63500%$497.5K$538.8K+$41.3K2026-10-13
MassMutual Private Wealth & Trust, FSB
INCREASED8,6268,419+207+2%$485.1K$538.3K+$53.2K2026-10-05
Evansbrook LLC
UNCHANGED8,6128,61200%$496.2K$537.4K+$41.2K2026-10-16
Central Pacific Bank - Trust Division
DECREASED8,58412,054-3,470-29%$694.6K$535.6K-$158.9K2026-10-06
Vista Investment Partners II, LLC
INCREASED8,5598,443+116+1%$486.5K$534.1K+$47.6K2026-10-15
Wealth Dimensions Group, Ltd.
DECREASED8,5318,551-200%$492.7K$532.3K+$39.6K2026-11-02
Platt Investment Counsel, LLC
UNCHANGED8,5258,52500%$491.2K$532.0K+$40.7K2026-10-07
Beaumont Financial Advisors, LLC
DECREASED8,5128,606-94-1%$495.9K$531.1K+$35.3K2026-10-22
Larry Mathis Financial Planning, LLC
DECREASED8,4928,897-405-5%$512.6K$529.9K+$17.3K2026-10-26
Steph & Co
INCREASED8,4918,045+446+6%$463.6K$529.8K+$66.3K2026-10-07
Jackson Creek Investment Advisors LLC
INCREASED8,4805,800+2,680+46%$379$529+$1502026-11-04
Benin Management Corp
DECREASED8,4659,790-1,325-14%$564.1K$528.2K-$35.9K2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED8,4578,45700%$487.3K$527.7K+$40.4K2026-10-23
PW Nova Financial Services LLC
INCREASED8,4546,932+1,522+22%$399.4K$527.5K+$128.1K2026-10-15
Accurate Wealth Management, LLC
INCREASED8,4468,259+187+2%$475.6K$478.7K+$3.2K2026-10-20
Innova Wealth Partners
INCREASED8,4248,239+185+2%$474.7K$525.7K+$50.9K2026-10-21
Kassira Wealth Management LLC
UNCHANGED8,3988,39800%$483.9K$524.0K+$40.1K2026-10-28
L. Roy Papp & Associates, LLP
INCREASED8,3668,252+114+1%$475.5K$522.0K+$46.6K2026-10-21
First Financial Bank - Trust Division
DECREASED8,3548,455-101-1%$487.2K$521.3K+$34.1K2026-10-01
Harold Davidson & Associates Inc.
UNCHANGED8,3508,35000%$481.1K$521.0K+$39.9K2026-10-29
M.E. Allison & Co., Inc.
INCREASED8,3198,318+1+0%$479.3K$519.1K+$39.8K2026-10-09
Harbor Investment Advisory, LLC
DECREASED8,2998,368-69-1%$482.2K$517.9K+$35.7K2026-10-13
Signal Advisors Wealth, LLC
INCREASED8,2707,813+457+6%$450.2K$516.0K+$65.9K2026-10-13
GC Wealth Management RIA, LLC
INCREASED8,2445,864+2,380+41%$337.9K$514.4K+$176.5K2026-11-02
Thompson Investment Management, Inc.
DECREASED8,240105,721-97,481-92%$6.1M$514.2K-$5.6M2026-10-14
Independence Bank of Kentucky
INCREASED8,2157,756+459+6%$446.9K$512.6K+$65.7K2026-10-26
Capital Square, LLC
INCREASED8,1845,085+3,099+61%$292.8K$510.7K+$217.9K2026-10-19
OceanIQ Capital, LLC
INCREASED8,1707,970+200+3%$507.0K$463.0K-$44.0K2026-10-19
Investors Research Corp
DECREASED8,1358,628-493-6%$497.1K$507.6K+$10.5K2026-10-07
Texas Bank & Trust Co
UNCHANGED8,1358,13500%$468.7K$507.6K+$38.9K2026-11-04
Marathon Capital Management
DECREASED8,1298,325-196-2%$479.7K$507.3K+$27.6K2026-10-23
Nordwand Advisors, LLC
INCREASED8,1268,100+26+0%$466.7K$507.1K+$40.3K2026-11-05
HCR Wealth Advisors
INCREASED8,0487,365+683+9%$424.4K$502.2K+$77.8K2026-10-15
Armstrong, Fleming & Moore, Inc
INCREASED8,0398,015+24+0%$461.8K$501.6K+$39.8K2026-10-28
Invested Advisors
INCREASED8,0077,241+766+11%$417.2K$499.6K+$82.4K2026-10-23
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED8,0078,00700%$461.4K$499.6K+$38.3K2026-10-15
Parkside Investments, LLC
NEW8,000—+8,000——$499.2K—2026-10-20
Norway Savings Bank
UNCHANGED7,9937,99300%$460.6K$498.8K+$38.2K2026-10-20
Vaughan David Investments LLC
INCREASED7,9667,066+900+13%$407$497+$902026-11-05
Avior Wealth Management, LLC
INCREASED7,8976,183+1,714+28%$356.3K$492.8K+$136.5K2026-10-13
Fiduciary Financial Group, LLC
INCREASED7,8487,846+2+0%$452.1K$489.7K+$37.6K2026-10-13
Calamos Wealth Management LLC
INCREASED7,8377,517+320+4%$433.1K$489.0K+$55.9K2026-11-02
Van Cleef Asset Management,Inc
DECREASED7,8218,494-673-8%$489.4K$488.0K-$1.4K2026-10-20
Focused Wealth Management, Inc
INCREASED7,8117,585+226+3%$437.0K$487.4K+$50.4K2026-10-30
Legacy Advisors, LLC
DECREASED7,8068,051-245-3%$463.9K$487.1K+$23.2K2026-10-19
Enterprise Financial Services Corp
INCREASED7,6967,683+13+0%$442.7K$480.2K+$37.5K2026-11-03
Legacy Private Trust Co.
UNCHANGED7,6557,65500%$441.1K$477.7K+$36.6K2026-10-06
Onyx Bridge Wealth Group LLC
DECREASED7,6368,126-490-6%$468.2K$476.5K+$8.3K2026-10-16
Arista Wealth Management, LLC
INCREASED7,6167,585+31+0%$437.0K$475.2K+$38.2K2026-10-29
Narus Financial Partners, LLC
INCREASED7,6066,636+970+15%$382.4K$474.6K+$92.2K2026-10-19
Atala Financial Inc
UNCHANGED7,5927,59200%$437.5K$473.7K+$36.3K2026-10-22
Accredited Investors Inc.
DECREASED7,5807,916-336-4%$456.1K$473.0K+$16.9K2026-11-03
Live Oak Investment Partners
DECREASED7,5687,945-377-5%$457.8K$472.2K+$14.5K2026-10-23
William B. Walkup & Associates, Inc.
INCREASED7,5247,074+450+6%$407.6K$469.5K+$61.9K2026-11-05
Mcdaniel Terry & Co
UNCHANGED7,5197,51900%$433.2K$469.2K+$35.9K2026-11-05
SBK Financial, Inc.
UNCHANGED7,5007,50000%$432.2K$468.0K+$35.9K2026-11-02
Triad Wealth Partners, LLC
INCREASED7,4847,310+174+2%$478.6K$467.0K-$11.5K2026-10-26
Bank of New Hampshire
INCREASED7,4427,042+400+6%$405.8K$464.4K+$58.6K2026-10-06
Commons Capital, LLC
INCREASED7,4227,414+8+0%$427.2K$463.2K+$36.0K2026-11-05
Bernardo Wealth Planning LLC
NEW7,394—+7,394——$461.3K—2026-10-23
Dumont & Blake Investment Advisors LLC
INCREASED7,3877,378+9+0%$425.1K$460.9K+$35.8K2026-10-28
Lantern Wealth Advisors, LLC
DECREASED7,37617,270-9,894-57%$995.1K$460.2K-$534.8K2026-10-22
Westside Investment Management, Inc.
INCREASED7,3416,884+457+7%$396.7K$456.6K+$59.9K2026-11-02
Everett Harris & Co
DECREASED7,3237,723-400-5%$445.0K$457.0K+$12.0K2026-10-28
AM Investment Strategies LLC
INCREASED7,3037,289+14+0%$420$456+$362026-11-05
Guardian Investment Management
UNCHANGED7,3007,30000%$420.8K$455.5K+$34.7K2026-10-23
True Wealth Design, LLC
DECREASED7,2837,785-502-6%$448.6K$454.5K+$5.9K2026-10-13
Birch Hill Investment Advisors LLC
INCREASED7,2825,782+1,500+26%$333.2K$454.4K+$121.2K2026-10-16
Bath Savings Trust Co
DECREASED7,2678,080-813-10%$465.6K$453.5K-$12.1K2026-10-07
Rayburn West Financial Services LLC
NEW7,235—+7,235——$451.5K—2026-11-03
Laurel Wealth Advisors LLC
INCREASED7,2247,150+74+1%$412.0K$450.8K+$38.8K2026-10-27
Denver PWM, LLC
UNCHANGED7,2117,21100%$460.3K$450.0K-$10.3K2026-10-22
Alhambra Investment Management LLC
INCREASED7,2037,185+18+0%$414.0K$449.5K+$35.5K2026-10-15
New South Capital Management Inc
UNCHANGED7,1897,18900%$414.2K$448.6K+$34.4K2026-11-05
Perkins Capital Management Inc
UNCHANGED7,1807,18000%$413.7K$448.0K+$34.3K2026-11-02
Albert D Mason Inc
DECREASED7,1757,218-43-1%$415.9K$447.7K+$31.8K2026-10-27
TBH Global Asset Management, LLC
INCREASED7,1687,162+6+0%$412.7K$447.3K+$34.7K2026-11-03
Brandywine OAK Private Wealth LLC
INCREASED7,1507,050+100+1%$406.2K$446.1K+$40.0K2026-10-23
Heritage Wealth Management, Inc.
DECREASED7,1237,708-585-8%$444.1K$444.5K+$3402026-10-28
BankPlus Wealth Management LLC
DECREASED7,1237,258-135-2%$418.3K$444.6K+$26.4K2026-10-13
Pioneer Trust Bank N A
INCREASED7,1165,610+1,506+27%$323.2K$444.0K+$120.8K2026-11-06
Flagship Wealth Advisors, LLC
DECREASED7,1157,331-216-3%$422.4K$444.0K+$21.6K2026-11-03
Boltwood Capital Management
INCREASED7,1076,937+170+2%$399.7K$443.5K+$43.8K2026-10-02
Gables Capital Management Inc.
DECREASED7,0907,190-100-1%$414.3K$442.4K+$28.1K2026-11-04
Lawood & Co
DECREASED7,0117,561-550-7%$435.7K$437.5K+$1.8K2026-10-09
Beacon Investment Advisory Services, Inc.
DECREASED6,9867,200-214-3%$414.9K$435.9K+$21.1K2026-10-13
Old Mission Investment Co LLC
INCREASED6,9826,607+375+6%$380.7K$435.7K+$55.0K2026-10-22
Souders Financial Advisors
INCREASED6,9686,899+69+1%$397.5K$434.8K+$37.3K2026-11-03
Anchyra Partners LLC
INCREASED6,9106,625+285+4%$381.7K$431.2K+$49.5K2026-10-13
MBA Advisors LLC
INCREASED6,9106,717+193+3%$387.0K$431.2K+$44.2K2026-10-29
PDS Planning, Inc
DECREASED6,8966,958-62-1%$400.9K$430.3K+$29.4K2026-11-03
First County Bank
DECREASED6,8797,016-137-2%$404.3K$429.3K+$25.0K2026-10-13
Cornerstone Advisory, LLC
INCREASED6,8726,585+287+4%$379.5K$428.8K+$49.3K2026-11-06
1900 Wealth Management LLC
INCREASED6,8195,736+1,083+19%$330.5K$425.5K+$95.0K2026-10-13
First Bancorp, Inc
DECREASED6,8027,257-455-6%$418.1K$424.4K+$6.3K2026-10-26
Tamar Securities, LLC
DECREASED6,7819,082-2,301-25%$523.3K$423.2K-$100.2K2026-11-03
Valley Brook Capital Group, Inc.
UNCHANGED6,7706,77000%$390.1K$422.4K+$32.4K2026-10-26
Summit Asset Management, LLC
INCREASED6,7676,059+708+12%$349.1K$422.2K+$73.1K2026-11-05
Arvest Investments, Inc.
DECREASED6,7626,805-43-1%$392.2K$422.0K+$29.8K2026-10-21
Connecticut Wealth Management, LLC
NEW6,723—+6,723——$419.5K—2026-10-13
waypoint wealth counsel
INCREASED6,7086,351+357+6%$365.9K$418.6K+$52.6K2026-10-22
Wilkins Investment Counsel Inc
UNCHANGED6,7006,70000%$386.1K$418.1K+$32.0K2026-11-03
Natural Investments, LLC
DECREASED6,6997,650-951-12%$440.0K$418.0K-$22.0K2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED6,6886,673+15+0%$384.5K$417.3K+$32.8K2026-10-27
Sterling Wealth Management, Inc.
UNCHANGED6,6866,68600%$385.2K$417.2K+$32.0K2026-10-23
Westover Capital Advisors, LLC
INCREASED6,6824,182+2,500+60%$241.0K$417.0K+$176.0K2026-10-26
Capstone Wealth Management, LLC
UNCHANGED6,6676,66700%$384.2K$416.0K+$31.9K2026-11-02
Penbrook Management LLC
UNCHANGED6,6156,61500%$381.2K$412.8K+$31.6K2026-10-16
Todd Asset Management LLC
INCREASED6,6066,350+256+4%$365.9K$412.2K+$46.3K2026-10-27
Hohimer Wealth Management, LLC
INCREASED6,6036,314+289+5%$363.8K$412.0K+$48.2K2026-11-04
Klingman & Associates, LLC
INCREASED6,5734,166+2,407+58%$240.0K$410.2K+$170.1K2026-10-20
RS Crum Inc.
UNCHANGED6,5706,57000%$378.6K$410.0K+$31.4K2026-10-19
Coastline Trust Co
DECREASED6,5656,665-100-1%$384.0K$409.7K+$25.6K2026-10-01
Eagle Bay Advisors LLC
INCREASED6,5366,368+168+3%$366.9K$407.8K+$40.9K2026-10-16
Silverlake Wealth Management LLC
INCREASED6,5186,410+108+2%$369.3K$406.7K+$37.4K2026-10-21
Valmark Advisers, Inc.
DECREASED6,5046,530-260%$376.3K$405.9K+$29.6K2026-11-06
Argyle Capital Partners, LLC
DECREASED6,4796,628-149-2%$381.9K$404.3K+$22.4K2026-10-23
WoodTrust Financial Corp
UNCHANGED6,4356,43500%$371$402+$312026-10-09
Northeast Investment Management
UNCHANGED6,4076,40700%$369.2K$399.8K+$30.6K2026-10-30
State of Wyoming
DECREASED6,3837,237-854-12%$417.0K$398.3K-$18.7K2026-10-28
Family Wealth Partners, LLC
UNCHANGED6,3836,38300%$367.8K$398.3K+$30.5K2026-10-20
Garrett Wealth Advisory Group, LLC
INCREASED6,3756,364+11+0%$366.7K$397.8K+$31.1K2026-10-22
Key FInancial Inc
DECREASED6,3357,939-1,604-20%$457.4K$395.3K-$62.1K2026-11-02
JGP Global Gestao de Recursos Ltda.
INCREASED6,3336,154+179+3%$354.6K$395.2K+$40.6K2026-10-16
Canandaigua National Trust Co of Florida
NEW6,322—+6,322——$394.5K—2026-10-07
Grace & White Inc
UNCHANGED6,2936,29300%$362.6K$392.7K+$30.1K2026-10-23
Smallwood Wealth Investment Management, LLC
DECREASED6,2916,574-283-4%$378.8K$392.6K+$13.8K2026-10-30
Cromwell Holdings LLC
DECREASED6,2826,661-379-6%$383.8K$392.0K+$8.2K2026-10-28
McLean Asset Management Corp
DECREASED6,2706,472-202-3%$422.7K$395.8K-$26.8K2026-11-06
West Wealth Group, LLC
INCREASED6,2665,833+433+7%$336.1K$391.0K+$54.9K2026-10-14
Mather Group, Llc.
INCREASED6,2595,722+537+9%$329.7K$390.6K+$60.9K2026-10-14
Moss Adams Wealth Advisors LLC
DECREASED6,2496,462-213-3%$372.4K$389.9K+$17.6K2026-10-28
J. Team Financial, Inc.
DECREASED6,2486,294-46-1%$362.7K$389.9K+$27.2K2026-11-03
Keystone Wealth Services, LLC
DECREASED6,2326,410-178-3%$369.3K$391.7K+$22.4K2026-11-03
Community Bank & Trust, Waco, Texas
NEW6,210—+6,210——$388—2026-10-19
NWF Advisory Services Inc.
DECREASED6,1996,255-56-1%$360.4K$386.8K+$26.4K2026-10-19
Keating Investment Counselors Inc
UNCHANGED6,1826,18200%$356.2K$385.8K+$29.6K2026-10-14
SmartHarvest Portfolios, LLC
INCREASED6,1606,040+120+2%$348.0K$384.4K+$36.4K2026-10-26
Cross Staff Investments Inc
DECREASED6,1506,350-200-3%$365.9K$383.7K+$17.9K2026-10-22
Post Resch Tallon Group Inc.
INCREASED6,1366,119+17+0%$352.6K$382.9K+$30.3K2026-10-09
Richards, Merrill & Peterson, Inc.
DECREASED6,1296,400-271-4%$368.8K$382.4K+$13.6K2026-10-19
TMB Capital Partners, LLC
DECREASED6,1116,630-519-8%$382.0K$381.3K-$7042026-10-20
PKS Advisory Services, LLC
UNCHANGED6,0556,05500%$348.8K$348.8K$02026-10-26
Salzhauer Michael
UNCHANGED6,0536,05300%$348.8K$377.7K+$28.9K2026-10-28
Ifrah Financial Services, Inc.
INCREASED6,0496,015+34+1%$346.6K$377.4K+$30.8K2026-10-13
Income Insurance Ltd
UNCHANGED6,0496,04900%$348.5K$377.5K+$28.9K2026-10-21
Rossby Financial, LCC
INCREASED6,0384,285+1,753+41%$246.9K$376.8K+$129.9K2026-11-05
ETF Store, Inc.
INCREASED6,0325,995+37+1%$345.5K$376.4K+$31.0K2026-10-19
Mitchell Sinkler & Starr
INCREASED6,0245,917+107+2%$340.9K$375.9K+$35.0K2026-10-13
Trace Wealth Advisors, LLC
UNCHANGED6,0006,00000%$345.7K$374.4K+$28.7K2026-10-30
Barrett & Company, Inc.
INCREASED5,9995,493+506+9%$316.5K$374.3K+$57.8K2026-10-22
Smith Chas P & Associates PA Cpas
DECREASED5,9637,023-1,060-15%$404.7K$356.3K-$48.4K2026-10-22
Haven Capital Group, Inc.
UNCHANGED5,9585,95800%$343.3K$371.8K+$28.5K2026-10-13
Vicus Capital
DECREASED5,9536,303-350-6%$363.2K$371.5K+$8.3K2026-11-05
Signet Investment Advisory Group, Inc.
DECREASED5,9535,978-250%$344.5K$371.5K+$27.0K2026-10-30
Mendel Money Management
UNCHANGED5,9355,93500%$342.0K$370.3K+$28.4K2026-11-02
Compass Wealth Management LLC
INCREASED5,9245,648+276+5%$325.4K$369.7K+$44.2K2026-10-22
Torrey Growth & Income Advisors
NEW5,916—+5,916——$376.6K—2026-11-04
Capital Investment Counsel, Inc
INCREASED5,9135,713+200+4%$329.2K$369.0K+$39.8K2026-10-20
True North Advisors, LLC
INCREASED5,9063,649+2,257+62%$210.3K$368.6K+$158.3K2026-10-22
Miramontes Capital, LLC
INCREASED5,7815,715+66+1%$329.3K$360.7K+$31.5K2026-10-19
Vista Investment Partners LLC
DECREASED5,7775,786-90%$333.4K$360.5K+$27.1K2026-10-08
Midland Wealth Advisors, LLC
UNCHANGED5,7745,77400%$332.7K$360.3K+$27.6K2026-10-26
Kavar Capital Partners Group, LLC
DECREASED5,7586,028-270-4%$347.3K$359.3K+$12.0K2026-11-06
Hazlett, Burt & Watson, Inc.
INCREASED5,7495,683+66+1%$88.2K$202.2K+$113.9K2026-11-04
Wealth Architects, LLC
INCREASED5,7125,655+57+1%$325.8K$356.4K+$30.6K2026-11-03
Ferguson Shapiro LLC
INCREASED5,6925,638+54+1%$324.9K$355.2K+$30.4K2026-10-16
Symmetry Partners, LLC
INCREASED5,6905,357+333+6%$308.7K$355.1K+$46.4K2026-10-27
Lmcg Investments, LLC
UNCHANGED5,6735,67300%$326.9K$354.0K+$27.1K2026-10-21
BridgePort Financial Solutions, LLC
DECREASED5,66514,943-9,278-62%$861.0K$353.5K-$507.5K2026-11-02
Marietta Wealth Management, LLC
DECREASED5,6636,663-1,000-15%$383.9K$335.7K-$48.2K2026-10-22
Philip James Wealth Mangement, LLC
NEW5,661—+5,661——$353.2K—2026-10-27
MRA Advisory Group
DECREASED5,64623,652-18,006-76%$1.4M$352.3K-$1.0M2026-10-07
Advisors Management Group Inc
UNCHANGED5,6435,64300%$325$352+$272026-11-05
Wilkerson Advisory Group LLC
INCREASED5,6385,102+536+11%$294.0K$351.8K+$57.8K2026-10-20
Jnba Financial Advisors
INCREASED5,6005,281+319+6%$304.3K$349.4K+$45.1K2026-11-03
GHP Investment Advisors, Inc.
DECREASED5,5995,952-353-6%$343.0K$349.4K+$6.4K2026-10-15
Lynx Investment Advisory
INCREASED5,5995,540+59+1%$319.2K$349.4K+$30.1K2026-10-27
Abacus Planning Group, Inc.
INCREASED5,5745,517+57+1%$317.9K$347.8K+$29.9K2026-11-02
Trek Financial, LLC
DECREASED5,5495,945-396-7%$342.6K$346.3K+$3.7K2026-10-29
Amplius Wealth Advisors, LLC
INCREASED5,5363,477+2,059+59%$200.3K$345.5K+$145.1K2026-10-20
Bedel Financial Consulting, Inc.
INCREASED5,5315,522+9+0%$318.2K$345.1K+$26.9K2026-11-06
BIP Wealth, LLC
INCREASED5,5285,180+348+7%$298.5K$344.9K+$46.5K2026-10-22
Annex Advisory Services, LLC
INCREASED5,5055,373+132+2%$309.6K$343.5K+$33.9K2026-10-16
Secure Asset Management, LLC
DECREASED5,5018,353-2,852-34%$481.3K$343.3K-$138.0K2026-10-19
MKT Advisors LLC
DECREASED5,4605,725-265-5%$331.9K$325.3K-$6.6K2026-10-20
Columbia Asset Management
UNCHANGED5,4255,42500%$312.6K$338.5K+$25.9K2026-10-19
Samalin Investment Counsel, LLC
DECREASED5,3875,653-266-5%$325.7K$336.2K+$10.4K2026-10-23
Fourpath Capital Management, LLC
UNCHANGED5,3835,38300%$310.2K$335.9K+$25.7K2026-10-19
TritonPoint Partners, LLC
DECREASED5,36022,535-17,175-76%$1.3M$334.5K-$964.0K2026-11-05
Summit Wealth Group LLC / Co
INCREASED5,3594,651+708+15%$268.0K$334.4K+$66.4K2026-10-29
Bryn Mawr Trust Advisors, LLC
DECREASED5,3585,366-80%$309.2K$334.3K+$25.1K2026-11-04
BXM Wealth LLC
UNCHANGED5,3505,35000%$308.3K$333.8K+$25.6K2026-11-03
First Bank & Trust
DECREASED5,3495,353-40%$308.4K$333.8K+$25.3K2026-10-19
Patton Albertson Miller Group, LLC
INCREASED5,3345,289+45+1%$304.8K$332.8K+$28.1K2026-10-26
Strategic Blueprint, LLC
DECREASED5,3255,572-247-4%$321.0K$332.3K+$11.2K2026-10-22
Canvas Wealth Advisors, LLC
INCREASED5,3124,554+758+17%$262.4K$326.1K+$63.7K2026-11-02
Corecam AG
UNCHANGED5,3115,31100%$306.0K$331.4K+$25.4K2026-10-29
LifeGoal Investments, LLC
DECREASED5,3055,618-313-6%$323.7K$331.0K+$7.3K2026-10-09
Private Wealth Partners, LLC
UNCHANGED5,3005,30000%$305.4K$330.7K+$25.3K2026-10-22
Gould Asset Management LLC
UNCHANGED5,2775,27700%$304.1K$329.3K+$25.2K2026-11-06
R Squared Ltd
NEW5,258—+5,258——$328.1K—2026-11-06
Baker Tilly Wealth Management, LLC
INCREASED5,2555,164+91+2%$297.6K$327.9K+$30.3K2026-10-05
Split Creek LLC DBA Split Creek Capital LLC
INCREASED5,2475,223+24+0%$300.9K$327.4K+$26.5K2026-11-02
Quantum Financial Advisors, LLC
INCREASED5,2444,902+342+7%$282.4K$327.2K+$44.8K2026-11-03
Providence First Trust Co
DECREASED5,2415,695-454-8%$328.1K$327.0K-$1.1K2026-11-02
RTD Financial Advisors, Inc.
DECREASED5,20815,908-10,700-67%$916.6K$325.0K-$591.6K2026-10-09
Traynor Capital Management, Inc.
DECREASED5,2015,533-332-6%$318.8K$324.5K+$5.7K2026-10-29
Bell Bank
INCREASED5,1945,182+12+0%$298.6K$324.1K+$25.5K2026-10-21
Burton Enright Welch
NEW5,179—+5,179——$323.2K—2026-11-04
Caliber Wealth Management, LLC / KS
NEW5,166—+5,166——$322.4K—2026-11-04
JB Capital LLC
DECREASED5,1605,202-42-1%$299.7K$322.0K+$22.3K2026-10-19
Kaufman Rossin Wealth, LLC
INCREASED5,1593,743+1,416+38%$216.9K$321.9K+$105.1K2026-10-19
Trilogy Capital Inc.
DECREASED5,1405,935-795-13%$342.0K$320.8K-$21.2K2026-10-20
Haven Private, LLC
INCREASED5,1365,087+49+1%$293.1K$320.5K+$27.4K2026-10-27
BCS Wealth Management
UNCHANGED5,1125,11200%$294.6K$319.0K+$24.5K2026-11-03
Blue Fin Capital, Inc.
DECREASED5,1085,133-250%$295.8K$318.7K+$23.0K2026-10-28
Falcon Wealth Planning
INCREASED5,0883,907+1,181+30%$225.1K$317.5K+$92.3K2026-11-06
First United Bank & Trust
INCREASED5,0864,459+627+14%$256.9K$317.4K+$60.4K2026-10-22
LeConte Wealth Management, LLC
INCREASED5,0803,764+1,316+35%$216.9K$317.0K+$100.1K2026-10-20
Franklin Street Advisors Inc
DECREASED5,0785,417-339-6%$312.1K$316.8K+$4.7K2026-10-13
Forteris Wealth Management Inc.
DECREASED5,0745,360-286-5%$308.8K$316.6K+$7.8K2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED5,0505,300-250-5%$305.4K$315.1K+$9.7K2026-10-15
CWC Advisors, Llc.
INCREASED5,0495,034+15+0%$290.1K$315.1K+$25.0K2026-10-15
Abacus Wealth Partners, LLC
DECREASED5,0475,259-212-4%$303.0K$314.9K+$11.9K2026-11-03
Palacios Wealth Management, LLC
DECREASED5,0415,866-825-14%$338.0K$314.6K-$23.4K2026-11-04
TSG Advice Partners, LLC
NEW5,035—+5,035——$290.1K—2026-10-29
Bond & Devick Financial Network, Inc.
NEW5,027—+5,027——$313.7K—2026-10-23
Hudock, Inc.
INCREASED5,0054,995+10+0%$287.8K$312.3K+$24.5K2026-10-14
Clayton Financial Group LLC
UNCHANGED4,9964,99600%$287.9K$311.8K+$23.9K2026-10-13
Bailard, Inc.
DECREASED4,9925,724-732-13%$329.8K$311.5K-$18.3K2026-10-13
Magnus Financial Group LLC
DECREASED4,9925,467-475-9%$315.0K$311.5K-$3.5K2026-10-21
IVC Wealth Advisors LLC
DECREASED4,9795,201-222-4%$299.7K$310.7K+$11.0K2026-10-23
Nilsine Partners, LLC
INCREASED4,9774,483+494+11%$258.3K$310.5K+$52.3K2026-11-02
Fragasso Financial Advisors Inc
INCREASED4,9654,605+360+8%$265.4K$293.5K+$28.2K2026-10-13
WBH Advisory Inc
DECREASED4,9575,057-100-2%$291.4K$309.3K+$17.9K2026-11-05
Unified Investment Management
INCREASED4,9334,931+2+0%$284.1K$307.8K+$23.7K2026-10-14
First Interstate Bank
DECREASED4,8915,328-437-8%$307.0K$305.2K-$1.8K2026-10-23
Lanark Financial, Inc.
DECREASED4,8705,250-380-7%$302.5K$303.9K+$1.4K2026-10-26
LexAurum Advisors, LLC
DECREASED4,8485,781-933-16%$333.1K$302.5K-$30.6K2026-10-19
SteelPeak Wealth, LLC
DECREASED4,84148,151-43,310-90%$2.8M$302.1K-$2.5M2026-10-16
Chesley Taft & Associates LLC
UNCHANGED4,8354,83500%$278.6K$301.7K+$23.1K2026-10-13
Compass Ion Advisors, LLC
INCREASED4,8293,752+1,077+29%$216.2K$301.4K+$85.2K2026-10-23
Clean Yield Group
INCREASED4,8252,680+2,145+80%$154.4K$301.1K+$146.7K2026-10-28
Meadow Creek Wealth Advisors LLC
DECREASED4,8054,915-110-2%$283.2K$299.8K+$16.6K2026-11-02
Elmwood Wealth Management, Inc.
INCREASED4,8044,781+23+0%$275.5K$299.8K+$24.3K2026-10-14
Asset Dedication, LLC
DECREASED4,8034,807-40%$277.0K$299.7K+$22.7K2026-11-03
Hickory Point Bank & Trust
UNCHANGED4,7954,79500%$276.3K$299.2K+$22.9K2026-10-01
Winthrop Advisory Group LLC
DECREASED4,7914,796-50%$276.3K$299.0K+$22.6K2026-10-22
Prosperitas Financial LLC
INCREASED4,7804,539+241+5%$261.5K$298.3K+$36.7K2026-10-28
Cascade Investment Group, Inc.
UNCHANGED4,7654,76500%$274.6K$297.3K+$22.8K2026-10-13
Genesee Capital Advisors, LLC
INCREASED4,7564,750+6+0%$273.7K$296.8K+$23.1K2026-10-20
Vann Equity Management LLC
NEW4,748—+4,748——$296.3K—2026-10-08
Patriot Financial Group Insurance Agency, LLC
INCREASED4,7184,014+704+18%$231.3K$294.4K+$63.1K2026-10-14
55 North Private Wealth, LLC
NEW4,699—+4,699——$293.2K—2026-10-20
Paulson Wealth Management Inc.
INCREASED4,6403,777+863+23%$217.6K$289.6K+$71.9K2026-11-02
Diversified Management Inc
NEW4,614—+4,614——$287.9K—2026-10-08
ARS Wealth Advisors Group, LLC
DECREASED4,6114,770-159-3%$274.8K$287.7K+$12.9K2026-10-16
Wedgewood Investors Inc
DECREASED4,6054,705-100-2%$271.1K$287.4K+$16.3K2026-10-28
Alessandra Capital Management, LLC
DECREASED4,6006,125-1,525-25%$352.9K$287.0K-$65.9K2026-10-30
Inscription Capital, LLC
DECREASED4,5976,601-2,004-30%$380.3K$286.8K-$93.5K2026-11-02
Partners Wealth Management, LLC
NEW4,593—+4,593——$286.6K—2026-10-28
Evermay Wealth Management LLC
DECREASED4,5934,988-395-8%$287.4K$286.6K-$8042026-11-05
Lakeside Advisors, Inc.
DECREASED4,5924,809-217-5%$277.1K$286.5K+$9.4K2026-10-20
Sound Income Strategies, LLC
DECREASED4,5785,071-493-10%$292.2K$272.8K-$19.5K2026-10-09
Valley National Advisers Inc
DECREASED4,5784,661-83-2%$268.6K$285.7K+$17.1K2026-10-23
Tompkins Financial Corp
UNCHANGED4,5584,55800%$262.6K$284.4K+$21.8K2026-10-05
Foster Group, Inc.
INCREASED4,5504,281+269+6%$246.7K$283.9K+$37.2K2026-10-13
Teza Capital Management LLC
NEW4,543—+4,543——$283.5K—2026-10-23
Quartz Partners, LLC
NEW4,539—+4,539——$283.2K—2026-11-03
Washington Trust Advisors, Inc.
DECREASED4,5374,887-350-7%$281.6K$283.1K+$1.5K2026-10-22
TCI Wealth Advisors, Inc.
DECREASED4,5044,558-54-1%$262.6K$281.1K+$18.4K2026-10-30
Certified Advisory Corp
DECREASED4,5034,692-189-4%$270.4K$281.0K+$10.6K2026-10-29
Spirit of America Management Corp
UNCHANGED4,5004,50000%$259.3K$280.8K+$21.5K2026-10-14
Roan Capital Partners
DECREASED4,4934,589-96-2%$264.4K$280.4K+$16.0K2026-10-09
Stonebridge Financial Group, LLC
INCREASED4,4784,350+128+3%$250.7K$279.4K+$28.8K2026-10-01
Westbourne Investment Advisors, Inc.
UNCHANGED4,4774,47700%$258.0K$279.4K+$21.4K2026-10-20
Shoker Investment Counsel, Inc.
DECREASED4,4754,823-348-7%$277.9K$279.3K+$1.3K2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED4,4735,275-802-15%$304.0K$279.1K-$24.8K2026-10-20
Finer Wealth Management, Inc.
DECREASED4,4675,007-540-11%$288.5K$278.7K-$9.7K2026-10-16
Fagan Associates, Inc.
UNCHANGED4,4524,45200%$256.5K$277.8K+$21.3K2026-10-13
Baker Ellis Asset Management LLC
UNCHANGED4,4504,45000%$256.4K$277.7K+$21.3K2026-10-14
Impact Capital Partners LLC
DECREASED4,4254,549-124-3%$262.1K$276.1K+$14.0K2026-10-22
Cogent Strategic Wealth LLC
UNCHANGED4,4064,40600%$253.9K$274.9K+$21.1K2026-10-22
Howard Financial Services, Ltd.
INCREASED4,3783,908+470+12%$225.2K$273.2K+$48.0K2026-10-15
Bullock Wealth Management Group
INCREASED4,3734,369+4+0%$246.6K$268.7K+$22.2K2026-10-09
MSH Capital Advisors LLC
DECREASED4,3686,236-1,868-30%$359.3K$272.6K-$86.7K2026-11-03
Gradient Investments LLC
DECREASED4,3605,854-1,494-26%$337.3K$272.1K-$65.3K2026-10-08
Peoples Bank
UNCHANGED4,3444,34400%$250.3K$271.1K+$20.8K2026-10-26
New England Capital Financial Advisors LLC
INCREASED4,3314,319+12+0%$248.9K$270.3K+$21.4K2026-11-03
Pinion Investment Advisors, LLC
INCREASED4,3164,158+158+4%$239.6K$269.3K+$29.7K2026-11-04
Peddock Capital Advisors, LLC
DECREASED4,3055,264-959-18%$303.3K$268.6K-$34.7K2026-10-16
Sheets Smith Wealth Management
DECREASED4,3044,308-40%$248.2K$268.6K+$20.3K2026-10-16
Gryphon Financial Partners LLC
INCREASED4,3034,157+146+4%$239.5K$268.5K+$29.0K2026-11-04
Hummer Financial Advisory Services Inc
UNCHANGED4,3004,30000%$247.8K$268.3K+$20.6K2026-10-09
May Hill Capital, LLC
INCREASED4,2963,793+503+13%$218.6K$268.1K+$49.5K2026-11-03
Canopy Partners, LLC
INCREASED4,2954,035+260+6%$232.5K$268.0K+$35.5K2026-10-28
Commonwealth Financial Services, LLC
DECREASED4,2668,424-4,158-49%$485.4K$266.2K-$219.2K2026-10-20
First Hawaiian Bank
DECREASED4,2614,435-174-4%$255.5K$265.9K+$10.3K2026-10-14
Regatta Capital Group, LLC
INCREASED4,2554,091+164+4%$235.7K$265.5K+$29.8K2026-10-23
E&G Advisors, LLC
DECREASED4,2514,351-100-2%$251.1K$265.2K+$14.1K2026-10-13
Grant Private Wealth Management Inc
DECREASED4,24510,096-5,851-58%$581.7K$264.9K-$316.8K2026-10-19
Five Oceans Advisors
DECREASED4,2244,459-235-5%$256.9K$263.6K+$6.7K2026-10-22
Core Wealth Partners LLC
UNCHANGED4,2204,22000%$243.2K$263.3K+$20.2K2026-11-02
Charter Capital Management, Llc\de
UNCHANGED4,2114,21100%$242.6K$262.8K+$20.1K2026-10-28
Patriot Investment Management Group, Inc.
DECREASED4,2064,236-30-1%$244.1K$262.5K+$18.4K2026-10-15
Charles Schwab Trust Co
INCREASED4,1983,775+423+11%$217.5K$262.0K+$44.4K2026-10-15
Essential Investment Partners LLC
UNCHANGED4,1754,17500%$240.6K$260.5K+$20.0K2026-10-27
SkyOak Wealth, LLC
UNCHANGED4,1714,17100%$240.3K$260.3K+$19.9K2026-10-28
O'Keefe Stevens Advisory, Inc.
UNCHANGED4,1704,17000%$240.3K$260.2K+$19.9K2026-10-09
Alpha Family Trust
UNCHANGED4,1604,16000%$239.7K$239.7K$02026-11-04
Kercheville Advisors, LLC
DECREASED4,1374,147-100%$239.0K$258.1K+$19.1K2026-10-19
Paragon Capital Management Ltd
INCREASED4,1374,132+5+0%$238.1K$258.1K+$20.0K2026-10-09
Intelligence Driven Advisers, LLC
INCREASED4,1273,940+187+5%$227.0K$257.5K+$30.5K2026-10-09
Armstrong Advisory Group, Inc
INCREASED4,1214,009+112+3%$231.0K$257.2K+$26.1K2026-10-09
Weaver Capital Management LLC
NEW4,060—+4,060——$253.3K—2026-10-15
Ellis Investment Partners, LLC
INCREASED4,0303,923+107+3%$226.1K$251.5K+$25.4K2026-10-21
Blackston Financial Advisory Group, LLC
NEW4,017—+4,017——$250.7K—2026-11-04
Creative Financial Designs Inc
INCREASED4,0143,756+258+7%$216.4K$250.5K+$34.0K2026-11-04
Successful Portfolios LLC
DECREASED4,0134,077-64-2%$235.2K$236.3K+$1.1K2026-10-09
Shrier Wealth Management, LLC
INCREASED4,0033,996+7+0%$230.3K$249.8K+$19.5K2026-10-20
High Net Worth Advisory Group LLC
UNCHANGED4,0024,00200%$230.6K$249.7K+$19.1K2026-10-26
Guardian Partners Inc.
INCREASED4,0001,000+3,000+300%$57.6K$249.6K+$192.0K2026-10-21
CFM Wealth Partners LLC
UNCHANGED4,0004,00000%$230.5K$249.6K+$19.1K2026-11-05
Centennial Wealth Advisory LLC
DECREASED3,9984,016-180%$231.4K$249.9K+$18.5K2026-10-16
Murphy & Mullick Capital Management Corp
INCREASED3,9893,957+32+1%$228.0K$249.6K+$21.6K2026-11-02
Eagle Wealth Strategies LLC
INCREASED3,9763,953+23+1%$227.8K$248.1K+$20.3K2026-10-20
Cpwa, LLC
INCREASED3,9603,722+238+6%$214.4K$228.0K+$13.6K2026-11-04
Strategy Asset Managers LLC
NEW3,946—+3,946——$246.2K—2026-10-14
Sidoxia Capital Management, LLC
UNCHANGED3,9253,92500%$226.2K$244.9K+$18.8K2026-10-28
Traphagen Investment Advisors LLC
INCREASED3,9123,502+410+12%$201.8K$244.1K+$42.3K2026-10-14
Good Harbor Advisors, Inc.
DECREASED3,8983,922-24-1%$226.0K$243.2K+$17.3K2026-10-20
Ddfg, Inc
INCREASED3,8983,896+2+0%$224.5K$243.3K+$18.8K2026-10-15
Guerra PAN Advisors, LLC
UNCHANGED3,8743,87400%$223.2K$227.9K+$4.7K2026-10-26
Family Capital Management, Inc.
INCREASED3,8733,764+109+3%$216.9K$241.7K+$24.8K2026-11-03
Woodward Diversified Capital, LLC
INCREASED3,8663,744+122+3%$215.7K$241.2K+$25.5K2026-10-21
Journey Retirement Planning & Investment Management LLC
DECREASED3,8594,148-289-7%$239.0K$240.9K+$1.9K2026-10-09
Luts & Greenleigh Group, Inc.
DECREASED3,8593,879-20-1%$223.5K$240.8K+$17.3K2026-11-05
Richardson Financial Services Inc.
INCREASED3,8453,525+320+9%$203.1K$239.9K+$36.8K2026-10-30
Heritage Family Offices, LLP
NEW3,840—+3,840——$239.6K—2026-11-02
Beacon Financial Group
NEW3,831—+3,831——$239.1K—2026-10-19
Lauer Wealth, LLC
NEW3,827—+3,827——$228.0K—2026-10-13
Prevail Innovative Wealth Advisors, LLC
NEW3,825—+3,825——$228.4K—2026-10-20
Curat Global, LLC
INCREASED3,8232,723+1,100+40%$220.3K$238.6K+$18.3K2026-10-26
Iron Financial LLC
DECREASED3,8223,949-127-3%$227.6K$238.5K+$11.0K2026-10-23
Solitude Financial Services
DECREASED3,8103,910-100-3%$225.3K$237.7K+$12.5K2026-10-26
Revolve Wealth Partners, LLC
DECREASED3,8073,987-180-5%$229.7K$237.6K+$7.8K2026-10-23
Ashton Thomas Securities, LLC
NEW3,805—+3,805——$237.4K—2026-10-26
Capital Management Associates, Inc
UNCHANGED3,8033,80300%$219.1K$237.3K+$18.2K2026-10-20
Mosley Wealth Management
INCREASED3,8003,371+429+13%$194.2K$230.1K+$35.9K2026-10-16
Mattern Wealth Management LLC
UNCHANGED3,8003,80000%$219.0K$237.1K+$18.2K2026-11-04
Quintet Private Bank (Europe) S.A.
DECREASED3,79037,760-33,970-90%$2.2M$236.5K-$1.9M2026-10-08
CMG Global Holdings, LLC
DECREASED3,7743,869-95-2%$222.9K$235.5K+$12.6K2026-10-14
Pacific Sage Partners, LLC
INCREASED3,7503,749+1+0%$216.0K$234.0K+$17.9K2026-10-21
Arrow Financial Corp
DECREASED3,7363,765-29-1%$216.9K$233.1K+$16.2K2026-10-26
TigerOak Management, L.L.C.
INCREASED3,7273,627+100+3%$209.0K$232.6K+$23.6K2026-10-23
Birch Financial Group, LLC
DECREASED3,7083,805-97-3%$219.3K$231.4K+$12.1K2026-10-27
Graves Light Lenhart Wealth, Inc.
DECREASED3,7074,255-548-13%$245.2K$231.3K-$13.9K2026-10-09
Alkeme Wealth, LLC
DECREASED3,7033,724-21-1%$214.6K$231.1K+$16.5K2026-10-08
Diligent Investors, LLC
UNCHANGED3,6983,69800%$213.1K$230.8K+$17.7K2026-10-21
Uniting Wealth Partners, LLC
UNCHANGED3,6973,69700%$213.0K$230.7K+$17.7K2026-11-06
McElhenny Sheffield Capital Management, LLC
DECREASED3,6783,904-226-6%$224.9K$229.5K+$4.6K2026-11-06
Beverly Hills Private Wealth, LLC
DECREASED3,6733,707-34-1%$213.6K$229.2K+$15.6K2026-11-04
SJS Investment Consulting Inc.
INCREASED3,6692,963+706+24%$170.7K$228.9K+$58.2K2026-10-26
Millennium Capital Advisors, LLC
DECREASED3,6673,712-45-1%$213.9K$228.8K+$14.9K2026-10-16
Victory Financial Group, LLC
NEW3,658—+3,658——$228.3K—2026-10-27
Basso Capital Management, L.P.
UNCHANGED3,6563,65600%$210.7K$228.1K+$17.5K2026-10-30
Breakwater Capital Group
UNCHANGED3,6513,65100%$210.4K$227.8K+$17.5K2026-10-09
Slocum, Gordon & Co LLP
UNCHANGED3,6463,64600%$210.1K$227.5K+$17.4K2026-10-19
Wolverine Asset Management LLC
NEW3,644—+3,644——$227.4K—2026-11-02
Intergy Private Wealth, LLC
NEW3,638—+3,638——$227.0K—2026-10-16
Clark Asset Management, LLC
DECREASED3,6333,726-93-2%$214.7K$226.7K+$12.0K2026-10-19
HBE Wealth Management, LLC
INCREASED3,6333,611+22+1%$208.1K$226.7K+$18.6K2026-11-06
Orange Investment Advisors, Inc.
UNCHANGED3,6203,62000%$208.6K$225.9K+$17.3K2026-10-23
Focus Financial Network, Inc.
INCREASED3,6183,539+79+2%$203.9K$225.8K+$21.9K2026-10-14
Pegasus Asset Management, Inc.
NEW3,612—+3,612——$225.4K—2026-11-03
Alliance Wealth Advisors, LLC
INCREASED3,6123,603+9+0%$207.6K$225.4K+$17.8K2026-10-14
Quad-Cities Investment Group, LLC
NEW3,610—+3,610——$225.3K—2026-10-16
Finward Bancorp
DECREASED3,6053,695-90-2%$212.9K$225.0K+$12.0K2026-10-14
Schmidt P J Investment Management Inc
UNCHANGED3,6003,60000%$207.4K$224.6K+$17.2K2026-11-02
Baron Wealth Management LLC
NEW3,598—+3,598——$224.5K—2026-10-27
Investment House LLC
DECREASED3,59712,997-9,400-72%$748.9K$224.5K-$524.4K2026-10-21
Meridian Investment Counsel Inc.
UNCHANGED3,5843,58400%$206.5K$223.6K+$17.1K2026-10-14
Hamel Associates, Inc.
NEW3,582—+3,582——$223.5K—2026-11-06
Brady Martz Wealth Solutions, LLC
INCREASED3,5803,572+8+0%$205.8K$223.4K+$17.6K2026-11-05
Jacobs & Co
UNCHANGED3,5803,58000%$206.0K$223.0K+$17.0K2026-10-09
Pine Haven Investment Counsel, Inc
UNCHANGED3,5613,56100%$205.2K$222.2K+$17.0K2026-11-02
Shepherd Financial Partners LLC
DECREASED3,5523,784-232-6%$218.0K$221.7K+$3.6K2026-11-03
Alchemi Wealth, LLC
DECREASED3,5513,579-28-1%$206.3K$221.6K+$15.3K2026-11-04
Entrewealth, LLC
NEW3,547—+3,547——$221.3K—2026-10-14
Beacon Bank & Trust
NEW3,547—+3,547——$221.3K—2026-10-27
MFA Wealth Services
DECREASED3,5473,836-289-8%$221.0K$221.3K+$2762026-10-14
Cogent Private Wealth, Inc.
NEW3,509—+3,509——$219.0K—2026-11-06
Trust Co of Oklahoma
DECREASED3,5074,849-1,342-28%$279.4K$218.8K-$60.6K2026-10-15
Weaver Consulting Group
NEW3,502—+3,502——$218.5K—2026-10-07
Agate Pass Investment Management, LLC
UNCHANGED3,5003,50000%$201.7K$218.4K+$16.7K2026-10-20
Marble Harbor Investment Counsel, LLC
UNCHANGED3,4913,49100%$201.1K$217.8K+$16.7K2026-11-06
Smith Group Asset Management, LLC
DECREASED3,4903,600-110-3%$207.4K$217.8K+$10.3K2026-10-27
PPS&V Asset Management Consultants, Inc.
NEW3,476—+3,476——$216.9K—2026-10-06
apricus wealth, LLC
NEW3,474—+3,474——$216.8K—2026-10-26
Ejmk Ventures LLC
NEW3,473—+3,473——$216.7K—2026-10-21
S.A. Mason LLC
DECREASED3,4713,669-198-5%$211.4K$216.6K+$5.2K2026-10-13
Montz Harcus Wealth Management LLC
NEW3,460—+3,460——$215.9K—2026-10-09
Huntleigh Advisors, Inc.
NEW3,459—+3,459——$215.8K—2026-11-03
Howard Capital Management Group, LLC
UNCHANGED3,4553,45500%$199.1K$215.6K+$16.5K2026-10-16
Ullmann Wealth Partners Group, LLC
NEW3,453—+3,453——$215.5K—2026-11-02
Csenge Advisory Group
NEW3,446—+3,446——$215.0K—2026-11-04
Elyxium Wealth, LLC
DECREASED3,4163,912-496-13%$225.4K$213.1K-$12.3K2026-10-27
Sigma Investment Counselors Inc
NEW3,406—+3,406——$212.5K—2026-10-27
Werba Rubin Papier Wealth Management
DECREASED3,4063,904-498-13%$224.9K$212.6K-$12.4K2026-11-06
Accel Wealth Management
DECREASED3,3833,580-197-5%$206.3K$211.1K+$4.8K2026-10-13
Armbruster Capital Management, Inc.
NEW3,382—+3,382——$211.0K—2026-10-19
Quantum Private Wealth, LLC
NEW3,374—+3,374——$210.5K—2026-10-20
Princeton Global Asset Management LLC
DECREASED3,3713,450-79-2%$198.8K$210.3K+$11.5K2026-10-21
Gilliland Jeter Wealth Management LLC
NEW3,339—+3,339——$208.3K—2026-10-28
Langley Wealth Management, LLC
NEW3,333—+3,333——$208.0K—2026-11-04
Swiss RE LTD
INCREASED3,3332,029+1,304+64%$116.9K$208.0K+$91.1K2026-11-06
Harmony Asset Management LLC
NEW3,330—+3,330——$207.8K—2026-10-20
Wealth Group, Ltd.
DECREASED3,31313,692-10,379-76%$789$207-$5822026-10-30
Creative Capital Management Investments LLC
INCREASED3,2973,255+42+1%$187.6K$205.7K+$18.2K2026-10-28
Old Peak Finance LLC
NEW3,285—+3,285——$205.0K—2026-11-02
Smith Thornton Advisors LLC
NEW3,260—+3,260——$203.4K—2026-10-16
First Merchants Corp
NEW3,250—+3,250——$202.8K—2026-10-15
Adell Harriman & Carpenter Inc
NEW3,245—+3,245——$202.5K—2026-11-02
PFG Advisors
NEW3,235—+3,235——$201.8K—2026-10-16
Legal Advantage Investments, Inc.
NEW3,225—+3,225——$201.2K—2026-10-13
Warwick Investment Management, Inc.
NEW3,224—+3,224——$201.2K—2026-10-19
MMA Asset Management LLC
NEW3,221—+3,221——$201.0K—2026-11-02
Wealth Enhancement Trust Services, Inc.
INCREASED3,1872,412+775+32%$139.0K$198.9K+$59.9K2026-10-07
Evolution Wealth Management Inc.
INCREASED3,185283+2,902+1025%$16.3K$198.7K+$182.4K2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED3,1003,10000%$179$193.0K+$192.8K2026-10-14
First Premier Bank
UNCHANGED3,0663,06600%$177$191+$142026-10-13
Golden State Wealth Management, LLC
INCREASED3,0473,040+7+0%$175.2K$190.2K+$15.0K2026-11-02
Gen-Wealth Partners Inc
UNCHANGED3,0243,02400%$174.2K$188.7K+$14.5K2026-11-04
Euro Pacific Asset Management, LLC
NEW3,000—+3,000——$202.7K—2026-11-03
Southern Michigan Bank & Trust
UNCHANGED2,9202,92000%$168.3K$182.2K+$14.0K2026-10-19
TrustBank
INCREASED2,9142,857+57+2%$164.6K$181.8K+$17.2K2026-10-20
Tower View Wealth Management LLC
INCREASED2,8582,836+22+1%$163.4K$178.4K+$15.0K2026-10-23
Pacific Center for Financial Services
INCREASED2,8572,757+100+4%$158.9K$178.3K+$19.4K2026-10-15
Covestor Ltd
INCREASED2,7992,695+104+4%$155.0K$175-$154.8K2026-10-30
DT Investment Partners, LLC
INCREASED2,7832,383+400+17%$137.3K$173.7K+$36.4K2026-10-27
Kelleher Financial Advisors
DECREASED2,7583,625-867-24%$208.9K$172.1K-$36.8K2026-10-30
Provenance Wealth Advisors, LLC
NEW2,693—+2,693——$168.0K—2026-10-30
GK Wealth Management LLC
DECREASED2,6715,429-2,758-51%$312.8K$166.7K-$146.1K2026-10-09
WPG Advisers, LLC
INCREASED2,6642,626+38+1%$151.3K$166.2K+$14.9K2026-10-27
Silver Grove Financial Group, Inc.
INCREASED2,6462,491+155+6%$143.5K$165.1K+$21.6K2026-11-05
CrossGen Wealth, LLC
INCREASED2,5432,539+4+0%$146.3K$158.7K+$12.4K2026-10-30
Chung Wu Investment Group, LLC
INCREASED2,500300+2,200+733%$17.3K$156.0K+$138.7K2026-11-03
JFS Wealth Advisors, LLC
INCREASED2,4582,428+30+1%$139.9K$153.4K+$13.5K2026-11-03
American Capital Advisory, LLC
INCREASED2,4282,414+14+1%$139.1K$151.5K+$12.4K2026-10-28
Balance Wealth Partners LLC
NEW2,406—+2,406——$150.2K—2026-10-27
West Branch Capital LLC
UNCHANGED2,3502,35000%$135.4K$146.6K+$11.2K2026-10-20
Centerpoint Advisors, LLC
NEW2,314—+2,314——$144.0K—2026-11-05
First Command Advisory Services, Inc.
DECREASED2,2992,729-430-16%$157.2K$143.5K-$13.8K2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED2,2892,28900%$131.9K$142.8K+$10.9K2026-10-21
Quaker Wealth Management, LLC
INCREASED2,2732,138+135+6%$123.2K$141.8K+$18.6K2026-10-22
Capital Advisors, Ltd. LLC
DECREASED2,2382,274-36-2%$131$140+$92026-10-27
Private Wealth Management Group, LLC
INCREASED2,227457+1,770+387%$26.3K$139.0K+$112.6K2026-10-19
Chapman Financial Group, LLC
DECREASED2,2003,045-845-28%$175.5K$137.3K-$38.2K2026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED2,1362,13600%$123.1K$133.3K+$10.2K2026-10-28
Piscataqua Savings Bank
DECREASED2,1342,294-160-7%$132.2K$133.2K+$1.0K2026-10-21
Coston, McIsaac & Partners
INCREASED2,0752,010+65+3%$115.0K$129.5K+$14.5K2026-11-06
Advocate Investing Services LLC
DECREASED2,0662,266-200-9%$130.6K$128.9K-$1.6K2026-10-26
Valley Wealth Managers, Inc.
UNCHANGED2,0002,00000%$115.2K$124.8K+$9.6K2026-10-09
Compagnie Lombard Odier SCmA
UNCHANGED2,0002,00000%$115.2K$124.8K+$9.6K2026-11-04
Salomon & Ludwin, LLC
DECREASED1,9972,281-284-12%$128.7K$124.6K-$4.1K2026-10-29
Zeit Capital LLC
DECREASED1,9782,028-50-2%$330.8K$403.9K+$73.2K2026-10-19
American National Bank & Trust
DECREASED1,9732,250-277-12%$129.6K$123.1K-$6.5K2026-10-07
Rosenberg Matthew Hamilton
INCREASED1,9331,749+184+11%$100.8K$120.6K+$19.8K2026-10-05
Community Financial Services Group, LLC
UNCHANGED1,9311,93100%$109.0K$118.7K+$9.7K2026-10-15
High Note Wealth, LLC
INCREASED1,8971,586+311+20%$91.4K$118.4K+$27.0K2026-10-27
Gilpin Wealth Management, LLC
INCREASED1,8881,883+5+0%$108.5K$117.8K+$9.3K2026-10-09
Lodestone Wealth Management LLC
INCREASED1,8851,635+250+15%$94.2K$117.6K+$23.4K2026-10-14
Abound Wealth Management
INCREASED1,8681,791+77+4%$103.2K$116.5K+$13.4K2026-10-26
Plante Moran Financial Advisors, LLC
INCREASED1,8661,848+18+1%$106.5K$116.4K+$10.0K2026-11-04
Hughes Financial Services, LLC
DECREASED1,8661,874-80%$108.0K$114.6K+$6.6K2026-10-30
Pittenger & Anderson Inc
UNCHANGED1,8491,84900%$106.5K$115.4K+$8.8K2026-11-02
First Community Trust NA
INCREASED1,82080+1,740+2175%$4.6K$113.6K+$109.0K2026-10-07
Byrne Asset Management LLC
UNCHANGED1,8191,81900%$104.8K$111.8K+$7.0K2026-10-06
Adkins Seale Capital Management LLC
UNCHANGED1,8031,80300%$103.9K$112.5K+$8.6K2026-10-27
Ascentis Wealth Management, LLC
DECREASED1,7596,242-4,483-72%$359.6K$109.8K-$249.9K2026-11-03
Ascentis Independent Advisors
NEW1,723—+1,723——$107.6K—2026-11-03
Y.D. More Investments Ltd
DECREASED1,7151,914-199-10%$110.3K$107.0K-$3.3K2026-11-02
Latitude Advisors, LLC
NEW1,705—+1,705——$106.4K—2026-10-27
Advantage Trust Co
UNCHANGED1,7001,70000%$98.0K$106.1K+$8.1K2026-10-19
Owl Creek Wealth Partners LLC
UNCHANGED1,6991,69900%$97.9K$106.0K+$8.1K2026-10-20
Center for Financial Planning, Inc.
INCREASED1,6791,671+8+0%$96.3K$104.8K+$8.5K2026-10-26
Hilton Head Capital Partners, LLC
DECREASED1,6713,953-2,282-58%$227.8K$104.3K-$123.5K2026-10-23
Reyes Financial Architecture, Inc.
NEW1,670—+1,670——$104.2K—2026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,6501,65000%$95.1K$103.0K+$7.9K2026-10-20
TFC Financial Management, Inc.
INCREASED1,5491,250+299+24%$72.0K$96.7K+$24.6K2026-10-26
Tradewinds Capital Management, LLC
INCREASED1,5441,232+312+25%$71.0K$96.4K+$25.4K2026-10-23
Elevated Capital Advisors, LLC
DECREASED1,4695,669-4,200-74%$326.6K$91.7K-$234.9K2026-11-04
Fortitude Family Office, LLC
INCREASED1,4511,205+246+20%$69.4K$90.5K+$21.1K2026-10-14
NBH Bank
INCREASED1,4501,340+110+8%$77.2K$90.5K+$13.3K2026-11-05
Canton Hathaway, LLC
UNCHANGED1,4451,44500%$83.3K$90.2K+$6.9K2026-10-23
Activest Wealth Management
INCREASED1,4031,389+14+1%$80.0K$87.5K+$7.5K2026-10-15
Monetary Solutions, Ltd
INCREASED1,4031,400+3+0%$80.7K$87.5K+$6.9K2026-10-22
Elevation Wealth Partners, LLC
DECREASED1,3921,417-25-2%$81.6K$86.9K+$5.2K2026-10-07
Maseco LLP
INCREASED1,3901,352+38+3%$77.9K$86.8K+$8.9K2026-10-27
Planning Strategies Inc.
INCREASED1,3841,361+23+2%$78.4K$86.4K+$7.9K2026-10-02
Harbor Capital Advisors, Inc.
DECREASED1,3721,390-18-1%$80$86+$62026-10-22
Financial Consulate, Inc
DECREASED1,3531,572-219-14%$90.6K$84.4K-$6.2K2026-10-23
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,3481,34800%$77.7K$84.1K+$6.4K2026-10-30
Markowski Investments
DECREASED1,3161,569-253-16%$90.4K$82.1K-$8.3K2026-10-30
Security National Bank
UNCHANGED1,2941,29400%$74.6K$80.7K+$6.2K2026-10-26
University of Texas S AM Investment Management Co
DECREASED1,2841,460-176-12%$84.1K$80.1K-$4.0K2026-11-03
Meriwether Wealth & Planning, LLC
NEW1,258—+1,258——$78.5K—2026-10-13
Proathlete Wealth Management LLC
INCREASED1,244930+314+34%$53.6K$77.6K+$24.0K2026-10-15
DecisionPoint Financial, LLC
INCREASED1,22224+1,198+4992%$1.4K$75.1K+$73.8K2026-10-27
Fairscale Capital, LLC
INCREASED1,2071,197+10+1%$69.0K$76.2K+$7.2K2026-11-04
Costello Asset Management, Inc
INCREASED1,2001,000+200+20%$57.6K$74.9K+$17.3K2026-10-30
Olistico Wealth, LLC
UNCHANGED1,2001,20000%$69.1K$74.9K+$5.7K2026-10-05
Clearstead Trust, LLC
DECREASED1,1941,212-18-1%$69.8K$74.5K+$4.7K2026-11-06
Addison Advisors LLC
INCREASED1,192549+643+117%$31.6K$74.4K+$42.7K2026-11-06
Reap Financial Group, LLC
INCREASED1,163916+247+27%$52.8K$72.6K+$19.8K2026-11-02
Hara Capital LLC
DECREASED1,1601,360-200-15%$78.4K$72.4K-$6.0K2026-10-30
MV Capital Management, Inc.
INCREASED1,1571,153+4+0%$66.4K$72.2K+$5.8K2026-10-29
Vision Financial Markets LLC
DECREASED1,1561,261-105-8%$71.1K$71.1K-$472026-10-22
Godsey & Gibb, Inc
INCREASED1,145455+690+152%$26.2K$71.4K+$45.2K2026-10-14
MB, Levis & Associates, LLC
INCREASED1,1231,113+10+1%$64.1K$70.1K+$6.0K2026-10-16
Essex Investment Management Co LLC
UNCHANGED1,1201,12000%$64.5K$69.9K+$5.4K2026-10-19
Blume Capital Management, Inc.
UNCHANGED1,0541,05400%$60.7K$65.8K+$5.0K2026-10-26
Financial Perspectives, Inc
UNCHANGED1,0331,03300%$59.5K$64.5K+$4.9K2026-11-03
North Point Portfolio Managers Corp
NEW1,030—+1,030——$64.3K—2026-10-07
Arlington Trust Co LLC
INCREASED1,020610+410+67%$35.1K$63.6K+$28.5K2026-10-20
Rydar Equities, Inc.
NEW1,007—+1,007——$60.1K—2026-10-13
Hoese & Co LLP
UNCHANGED1,0001,00000%$57.6K$62.4K+$4.8K2026-10-21
Cornerstone National Bank & Trust Co
UNCHANGED1,0001,00000%$56.4K$61.5K+$5.0K2026-10-20
Accordant Advisory Group Inc
UNCHANGED98098000%$56.5K$61.2K+$4.7K2026-10-29
Peterson Wealth Services
UNCHANGED97997900%$56.4K$61.1K+$4.7K2026-10-26
Blue Bell Private Wealth Management, LLC
INCREASED969800+169+21%$46.1K$60.5K+$14.4K2026-10-29
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED9681,123-155-14%$64.7K$60.4K-$4.3K2026-11-06
Birchwood Financial Partners, Inc.
INCREASED960930+30+3%$53.6K$59.9K+$6.3K2026-11-02
Nexus Investment Management ULC
UNCHANGED95395300%$54.9K$59.5K+$4.6K2026-10-27
Nvwm, LLC
INCREASED91693+823+885%$5.4K$57.2K+$51.8K2026-10-14
Eurizon SLJ Capital Ltd
NEW905—+905——$56.5K—2026-11-06
Ares Financial Consulting, LLC
INCREASED888829+59+7%$47.8K$55.4K+$7.6K2026-10-19
Nova Financial LLC
NEW859—+859——$53.6K—2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED8402,607-1,767-68%$150.2K$52.4K-$97.8K2026-10-14
Caitong International Asset Management Co., Ltd
DECREASED8294,485-3,656-82%$258.4K$51.7K-$206.7K2026-10-29
Dhjj Financial Advisors, Ltd.
INCREASED828825+3+0%$47.5K$51.7K+$4.1K2026-10-23
Albion Financial Group
INCREASED822800+22+3%$46.1K$51.3K+$5.2K2026-10-21
Physician Wealth Advisors, Inc.
INCREASED818640+178+28%$36.9K$51.0K+$14.2K2026-10-20
Birchbrook, Inc.
DECREASED817885-68-8%$51.0K$51.0K-$482026-10-14
Lipe & Dalton
UNCHANGED80080000%$46.0K$50-$46.0K2026-10-15
Rachor Investment Advisory Services, LLC
UNCHANGED79979900%$46.0K$49.9K+$3.9K2026-10-29
Axiom Investment Management LLC
DECREASED79223,292-22,500-97%$1.3M$49.4K-$1.3M2026-11-03
Entrust Financial LLC
DECREASED776870-94-11%$50.1K$48.4K-$1.7K2026-11-04
Clark Wealth Partners
INCREASED755717+38+5%$41.3K$47.1K+$5.8K2026-10-19
Northstar Asset Management Co
UNCHANGED75075000%$46.6K$45.8K-$7282026-10-22
Sarver Vrooman Wealth Advisors
UNCHANGED74774700%$42.7K$46.6K+$3.9K2026-10-01
Robbins Farley
DECREASED718721-30%$41.5K$44.8K+$3.3K2026-10-21
Fairman Group, LLC
UNCHANGED71871800%$41.4K$44.8K+$3.4K2026-10-26
Signature Equity Partners, LLC
DECREASED7112,134-1,423-67%$123.0K$44.3K-$78.6K2026-10-29
UMB Private Wealth Management, LLC
NEW676—+676——$42.2K—2026-10-19
Wolff Wiese Magana LLC
INCREASED656655+1+0%$37.7K$40.9K+$3.2K2026-10-15
Comprehensive Financial Planning, Inc.
INCREASED651646+5+1%$37.2K$40.6K+$3.4K2026-10-27
West Paces Advisors Inc.
DECREASED629648-19-3%$37.3K$39.3K+$1.9K2026-10-13
Beacon Financial Strategies Corp
DECREASED624708-84-12%$40.8K$38.9K-$1.9K2026-10-14
Financial Network Wealth Advisors LLC
DECREASED621939-318-34%$54.1K$38.8K-$15.4K2026-10-28
Cape Investment Advisory, Inc.
INCREASED608437+171+39%$25.2K$37.9K+$12.8K2026-10-13
MJT & Associates Financial Advisory Group, Inc.
DECREASED6001,700-1,100-65%$98.0K$37.4K-$60.5K2026-10-07
Buck Wealth Strategies, LLC
DECREASED5971,107-510-46%$63.8K$37.3K-$26.5K2026-10-28
James T. Borello RIA
INCREASED595542+53+10%$31.2K$37.1K+$5.9K2026-10-16
10Elms LLP
INCREASED586504+82+16%$29.0K$36.5K+$7.5K2026-11-06
IMG Wealth Management, Inc.
INCREASED586525+61+12%$30.3K$36.6K+$6.3K2026-10-27
Raleigh Capital Management Inc.
DECREASED585649-64-10%$37.4K$36.5K-$8862026-10-28
IFS Advisors, LLC
UNCHANGED57957900%$33.4K$36.1K+$2.8K2026-10-14
Highline Wealth Partners LLC
INCREASED578449+129+29%$25.9K$36.1K+$10.2K2026-10-19
Bayban
UNCHANGED57557500%$33.1K$33.1K$02026-11-05
William Mack & Associates, Inc.
NEW555—+555——$34.6K—2026-10-27
DeDora Capital, Inc.
NEW514—+514——$32.1K—2026-10-26
Fortis Group Advisors, LLC
INCREASED512500+12+2%$28.8K$31.9K+$3.1K2026-11-06
Tsfg, LLC
DECREASED500657-157-24%$38$31.0K+$31.0K2026-10-23
POM Investment Strategies, LLC
DECREASED500513-13-3%$29.6K$31.2K+$1.6K2026-10-20
Roxbury Financial LLC
INCREASED493492+1+0%$28.3K$30.7K+$2.4K2026-10-01
Bayforest Capital Ltd
NEW478—+478——$29.8K—2026-11-03
Joseph Group Capital Management
INCREASED476376+100+27%$21.7K$29.7K+$8.0K2026-11-04
Nfsg Corp
INCREASED475470+5+1%$27.1K$29.6K+$2.6K2026-10-15
Rothwell Investment Advisors, LLC
NEW471—+471——$29.4K—2026-11-06
Navigoe, LLC
INCREASED464445+19+4%$25$28+$32026-11-04
Hager Investment Management Services, LLC
INCREASED460370+90+24%$21.3K$28.7K+$7.4K2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED44144100%$25.4K$27.5K+$2.1K2026-10-14
Bell Investment Advisors, Inc
INCREASED428420+8+2%$24.2K$26.7K+$2.5K2026-10-29
Avion Wealth
INCREASED423339+84+25%$19$26.0K+$26.0K2026-11-04
Financial Freedom, LLC
NEW412—+412——$25.7K—2026-11-06
Ameliora Wealth Management Ltd.
UNCHANGED39539500%$22.8K$24.6K+$1.9K2026-10-23
Valued Wealth Advisors LLC
INCREASED387300+87+29%$17.3K$24.2K+$6.9K2026-11-05
Louisbourg Investments Inc.
NEW385—+385——$24.0K—2026-10-20
Fairway Wealth LLC
NEW382—+382——$23.8K—2026-10-30
Barnes Dennig Private Wealth Management LLC
NEW376—+376——$23.5K—2026-10-30
Main Street Group, LTD
UNCHANGED37537500%$21.6K$23.4K+$1.8K2026-10-28
Cedar Mountain Advisors, LLC
UNCHANGED36336300%$20.9K$22.7K+$1.7K2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED3551,304-949-73%$75.1K$22.2K-$53.0K2026-11-03
Financial Management Professionals, Inc.
INCREASED352100+252+252%$5.8K$22.0K+$16.2K2026-10-23
Horizon Financial Services, LLC
DECREASED346357-11-3%$20.6K$21.6K+$1.0K2026-11-04
John Boyer, Inc.
NEW337—+337——$21.0K—2026-10-27
IAG Wealth Partners, LLC
UNCHANGED33533500%$19.3K$20.9K+$1.6K2026-11-06
Yankcom Partnership
UNCHANGED32232200%$18.6K$20.1K+$1.5K2026-10-15
Winch Advisory Services, LLC
INCREASED313311+2+1%$17.9K$19.6K+$1.7K2026-11-06
Hoey Investments, Inc
UNCHANGED30030000%$17.3K$18.7K+$1.4K2026-10-29
Dorato Capital Management
UNCHANGED30030000%$17.3K$17.9K+$6362026-10-08
Phillip James Consulting Co.
UNCHANGED28528500%$16.4K$17.8K+$1.4K2026-11-03
Miller Wealth Advisors, LLC
UNCHANGED28128100%$16.2K$17.5K+$1.3K2026-11-02
Tounjian Advisory Partners, LLC
INCREASED27743+234+544%$2.5K$17.3K+$14.8K2026-11-04
Sfam, LLC
UNCHANGED27327300%$15.7K$17.0K+$1.3K2026-11-03
Brown Shipley& Co Ltd
UNCHANGED27027000%$15.6K$16.8K+$1.3K2026-10-09
GGM Financial LLC
UNCHANGED26926900%$15.5K$16.8K+$1.3K2026-11-05
Mascoma Wealth Management LLC
DECREASED254260-6-2%$15.0K$15.8K+$8682026-10-23
Sunrise Financial Services, LLC
UNCHANGED24024000%$13.8K$15.0K+$1.1K2026-10-21
Country Trust Bank
UNCHANGED23523500%$13.5K$14.7K+$1.1K2026-10-30
Pacifica Partners Inc.
UNCHANGED23023000%$13.4K$14.1K+$7642026-10-09
Dynamic Wealth Strategies, LLC
INCREASED229190+39+21%$10.9K$14.3K+$3.3K2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED22422400%$12.9K$14.0K+$1.1K2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED21421400%$12.3K$13.4K+$1.0K2026-10-16
Vima LLC
UNCHANGED19019000%$10.9K$11.9K+$9082026-10-23
Mainstream Capital Management LLC
NEW186—+186——$11.6K—2026-10-23
Burk Holdings LLC
INCREASED16951+118+231%$2.9K$10.5K+$7.6K2026-11-05
Montgomery Financial Services LLC
UNCHANGED15315300%$8.8K$9.6K+$7552026-11-03
Winthrop Capital Management, LLC
UNCHANGED15215200%$9$9.5K+$9.5K2026-11-05
Midwest Capital Advisors, LLC
UNCHANGED15015000%$8.6K$9.4K+$7172026-11-04
Three Bridge Wealth Advisors, LLC
NEW148—+148——$9.2K—2026-11-05
Next Level Wealth Planning, LLC
NEW145—+145——$9.0K—2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED14414400%$8.3K$9.0K+$6882026-10-26
Goodman Advisory Group, LLC
NEW143—+143——$8.9K—2026-11-02
Key Capital Management, Inc
INCREASED141131+10+8%$7.5K$8.8K+$1.3K2026-11-03
Rakuten Securities, Inc.
INCREASED14059+81+137%$3.4K$8.7K+$5.3K2026-11-02
Strengthening Families & Communities, LLC
INCREASED136135+1+1%$7.8K$8.5K+$7002026-10-21
Marquette Asset Management, LLC
UNCHANGED13213200%$7.6K$8.2K+$6312026-10-09
High Point Wealth Management, LLC
UNCHANGED12712700%$7.3K$7.9K+$6092026-11-05
Kozak & Associates, Inc.
INCREASED126125+1+1%$7.1K$7.6K+$5462026-10-29
Kingdom Financial Group Llc.
INCREASED12139+82+210%$2.2K$7.6K+$5.3K2026-11-04
Moisand Fitzgerald Tamayo, LLC
NEW119—+119——$7.4K—2026-10-15
Hurley Capital, LLC
DECREASED116124-8-6%$7.1K$7.2K+$932026-11-05
KFG LLC
NEW110—+110——$6.9K—2026-11-02
Gleason Group, Inc.
UNCHANGED10110100%$5.8K$6.3K+$4822026-10-15
Retirement Wealth Solutions LLC
DECREASED7980-1-1%$4.6K$4.9K+$3202026-10-07
Davis Capital Management
INCREASED7459+15+25%$3.4K$4.6K+$1.2K2026-10-08
Cdkv Holdings LLC
UNCHANGED707000%$4.0K$4.4K+$3342026-10-28
Quest 10 Wealth Builders, Inc.
DECREASED65109-44-40%$6.3K$4.1K-$2.2K2026-11-02
Affinity Wealth LLC
UNCHANGED646400%$3.7K$3.9K+$2472026-11-03
Signature Resources Capital Management, LLC
DECREASED6383-20-24%$4.8K$3.9K-$8512026-10-16
Ulland Investment Advisors, LLC
UNCHANGED606000%$3$4+$12026-10-13
WestEnd Advisors, LLC
UNCHANGED606000%$3.5K$3.7K+$2872026-10-27
Lloyd Advisory Services, Llc.
INCREASED4948+1+2%$2.8K$3.0K+$2862026-11-02
Holos Integrated Wealth LLC
UNCHANGED494900%$2.8K$2.9K+$422026-10-23
Bare Financial Services, Inc
DECREASED4554-9-17%$3.1K$2.8K-$3032026-11-04
Portfolio Resources Advisor Group, Inc.
NEW44—+44——$2.7K—2026-10-20
Lynch Investment Planning, LLC
NEW40—+40——$2.5K—2026-10-27
Burkett Financial Services, LLC
INCREASED4039+1+3%$2.3K$2.5K+$2152026-10-01
PayPay Securities Corp
DECREASED38207-169-82%$11.9K$2.4K-$9.6K2026-10-27
McCarley & Cook Financial Planners
UNCHANGED343400%$2.0K$2.1K+$1632026-10-21
Polaris Financial Partners
NEW32—+32——$2—2026-10-02
Breakwater Investment Management
INCREASED3211+21+191%$634$2.0K+$1.4K2026-10-20
Hoertkorn Richard Charles
UNCHANGED242400%$1.4K$1.5K+$1152026-11-04
Ashurst Perkins Coie Trust Co
NEW19—+19——$1.2K—2026-10-15
Nvest Wealth Strategies, Inc.
NEW18—+18——$1.1K—2026-10-14
Noble Wealth Management PBC
UNCHANGED161600%$922$998+$762026-10-01
Downshift Financial, LLC
NEW15—+15——$936—2026-10-13
Contravisory Investment Management, Inc.
NEW13—+13——$811—2026-10-13
Align Financial, LLC
NEW13—+13——$811—2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED8800%$461$500+$392026-10-15
3 Factor Indexing, LLC
UNCHANGED5500%$289$312+$232026-10-15
Redwood Park Advisors LLC
NEW4—+4——$250—2026-11-02
Penn Davis Mcfarland Inc
CLOSED0240,615-240,615-100%$13.9M$0-$13.9M2026-10-23
Milestone Asset Management, LLC
CLOSED0141,848-141,848-100%$8.2M$0-$8.2M2026-10-15
WealthCare Asset Management, LLC
CLOSED058,974-58,974-100%$3.4M$0-$3.4M2026-10-26
Wellington Shields & Co., LLC
CLOSED039,424-39,424-100%$2.3M$0-$2.3M2026-11-03
Three Seasons Wealth, LLC
CLOSED038,187-38,187-100%$2.2M$0-$2.2M2026-11-03
Titan Investment Management LLC
CLOSED031,955-31,955-100%$1.8M$0-$1.8M2026-10-22
Brick & Kyle, Associates
CLOSED020,796-20,796-100%$1.3M$0-$1.3M2026-11-05
Cane Capital Partners, LLC
CLOSED019,059-19,059-100%$1.1M$0-$1.1M2026-10-23
Blue Capital, Inc.
CLOSED018,381-18,381-100%$1.1M$0-$1.1M2026-10-13
Encompass More Asset Management
CLOSED014,408-14,408-100%$830.2K$0-$830.2K2026-10-16
Wellington Shields Capital Management, LLC
CLOSED012,407-12,407-100%$714.9K$0-$714.9K2026-11-03
Pettinga Financial Advisors LLC
CLOSED010,279-10,279-100%$592.3K$0-$592.3K2026-10-13
Abner Herrman & Brock LLC
CLOSED010,000-10,000-100%$576$0-$5762026-10-20
Tucker Asset Management LLC
CLOSED09,151-9,151-100%$527.3K$0-$527.3K2026-10-29
National Wealth Management Group, LLC
CLOSED08,007-8,007-100%$461.4K$0-$461.4K2026-10-26
Axim Planning & Wealth
CLOSED07,238-7,238-100%$417.1K$0-$417.1K2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
CLOSED06,474-6,474-100%$373.0K$0-$373.0K2026-10-22
JIM Saulnier & Associates, LLC
CLOSED06,076-6,076-100%$350.1K$0-$350.1K2026-11-04
Precedent Wealth Partners, LLC
CLOSED05,954-5,954-100%$343.1K$0-$343.1K2026-10-21
Knights of Columbus Asset Advisors LLC
CLOSED04,940-4,940-100%$284.6K$0-$284.6K2026-11-05
Arlington Partners LLC
CLOSED04,854-4,854-100%$279.7K$0-$279.7K2026-10-20
PCG Asset Management, LLC
CLOSED04,800-4,800-100%$276.6K$0-$276.6K2026-11-05
Waycross Partners, LLC
CLOSED04,557-4,557-100%$262.6K$0-$262.6K2026-11-03
Earned Wealth Advisors, LLC
CLOSED04,515-4,515-100%$260.1K$0-$260.1K2026-11-06
Carson Advisory Inc.
CLOSED04,371-4,371-100%$251.9K$0-$251.9K2026-11-06
Good Steward Wealth Advisors,LLC
CLOSED04,219-4,219-100%$243.1K$0-$243.1K2026-11-06
KPP Advisory Services LLC
CLOSED04,213-4,213-100%$242.7K$0-$242.7K2026-10-26
Johnson Financial Group, LLC
CLOSED04,210-4,210-100%$242.6K$0-$242.6K2026-11-03
ABC Arbitrage SA
CLOSED04,164-4,164-100%$239.9K$0-$239.9K2026-10-23
ProVise Management Group, LLC
CLOSED04,099-4,099-100%$236.2K$0-$236.2K2026-11-06
MQS Management LLC
CLOSED04,034-4,034-100%$232.4K$0-$232.4K2026-11-06
One Wealth Capital Management, LLC
CLOSED03,960-3,960-100%$228.2K$0-$228.2K2026-10-23
Ramiah Investment Group
CLOSED03,867-3,867-100%$222.8K$0-$222.8K2026-10-20
Spectrum Planning & Advisory Services Inc.
CLOSED03,667-3,667-100%$211.3K$0-$211.3K2026-11-05
KG Capital Management
CLOSED03,578-3,578-100%$206.2K$0-$206.2K2026-10-15
Carl P. Sherr & Co., LLC
CLOSED03,552-3,552-100%$204.7K$0-$204.7K2026-11-06
Norris Perne & French LLP
CLOSED03,548-3,548-100%$204.4K$0-$204.4K2026-10-23
HBW Advisory Services LLC
CLOSED03,499-3,499-100%$201.6K$0-$201.6K2026-10-15
Money Concepts Capital Corp
CLOSED03,497-3,497-100%$201.5K$0-$201.5K2026-11-06
Collar Capital Management, LLC
CLOSED03,485-3,485-100%$200.8K$0-$200.8K2026-10-28
Vestor Capital, LLC
CLOSED02,798-2,798-100%$606$0-$6062026-11-04
Sherman Asset Management, Inc.
CLOSED02,117-2,117-100%$122.0K$0-$122.0K2026-11-05
Founders Capital Management
CLOSED01,500-1,500-100%$86.4K$0-$86.4K2026-10-13
LifeSteps Financial, Inc.
CLOSED01,484-1,484-100%$85.5K$0-$85.5K2026-10-15
Kepler Cheuvreux (Suisse) SA
CLOSED0929-929-100%$53.5K$0-$53.5K2026-10-20
Jcic Asset Management Inc.
CLOSED0875-875-100%$53.1K$0-$53.1K2026-10-30
Gill Capital Partners, LLC
CLOSED0865-865-100%$49.8K$0-$49.8K2026-10-13
Cornerstone Planning Group LLC
CLOSED0744-744-100%$45.2K$0-$45.2K2026-10-16
Decker Retirement Planning Inc.
CLOSED0600-600-100%$34.6K$0-$34.6K2026-10-19
Vermillion Wealth Management, Inc.
CLOSED0500-500-100%$28.8K$0-$28.8K2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
CLOSED0275-275-100%$15.8K$0-$15.8K2026-10-28
Atlatl Advisers LLC
CLOSED0220-220-100%$12.7K$0-$12.7K2026-10-22
Ball & Co Wealth Management Inc.
CLOSED0198-198-100%$11$0-$112026-11-05
Stone House Investment Management, LLC
CLOSED0187-187-100%$10.8K$0-$10.8K2026-10-23
Strategic Wealth Advisors LLC
CLOSED0111-111-100%$5$0-$52026-11-06
Point Nemo Capital, LLC
CLOSED0107-107-100%$6.2K$0-$6.2K2026-11-03
United Financial Planning Group LLC
CLOSED092-92-100%$5.3K$0-$5.3K2026-11-04
Brooklyn FI, LLC
CLOSED083-83-100%$5.0K$0-$5.0K2026-11-05
Spectrum Wealth Advisory Group, LLC
CLOSED051-51-100%$2.9K$0-$2.9K2026-10-29
Bullseye Investment Management, LLC
CLOSED050-50-100%$2.9K$0-$2.9K2026-10-29
Obsidian CIO, LLC
CLOSED046-46-100%$2.7K$0-$2.7K2026-11-05
CKW Financial Group
CLOSED035-35-100%$2.0K$0-$2.0K2026-10-29
Halbert Hargrove Global Advisors, LLC
CLOSED022-22-100%$1.3K$0-$1.3K2026-10-16
Evolution Advisers, Inc.
CLOSED08-8-100%$0$0$02026-11-06
Mechanics Financial Corp
CLOSED06-6-100%$346$0-$3462026-11-05
BlackRock, Inc.
N/A—180,384,994-180,384,994-100%$10.4B———
Vanguard Capital Management LLC
N/A—133,337,856-133,337,856-100%$7.7B———
State Street Corp
N/A—102,408,940-102,408,940-100%$5.9B———
JPMorgan Chase & Co
N/A—71,713,442-71,713,442-100%$4.2B———
Charles Schwab Investment Management Inc
N/A—67,595,177-67,595,177-100%$3.9B———
Vanguard Portfolio Management LLC
N/A—46,873,015-46,873,015-100%$2.7B———
Norges Bank
N/A—36,866,658-36,866,658-100%$2.1B———
Bank of America Corp
N/A—34,045,352-34,045,352-100%$2.0B———
Price T Rowe Associates Inc
N/A—31,707,643-31,707,643-100%$1.8M———
Morgan Stanley
N/A—29,009,025-29,009,025-100%$1.7B———
AQR Capital Management LLC
N/A—27,357,486-27,357,486-100%$1.6B———
Ameriprise Financial Inc
N/A—26,670,064-26,670,064-100%$1.5B———
Primecap Management Co
N/A—24,923,900-24,923,900-100%$1.4B———
Northern Trust Corp
N/A—24,918,384-24,918,384-100%$1.4B———
UBS Asset Management Americas LLC
N/A—22,839,010-22,839,010-100%$1.3B———
Independent Franchise Partners LLP
N/A—21,792,841-21,792,841-100%$1.3B———
Legal & General Group Plc
N/A—17,022,940-17,022,940-100%$980.9M———
Goldman Sachs Group Inc
N/A—17,016,799-17,016,799-100%$980.5M———
FMR LLC
N/A—16,293,303-16,293,303-100%$938.8M———
Invesco Ltd.
N/A—16,033,480-16,033,480-100%$923.8M———
Schroder Investment Management Group
N/A—12,226,954-12,226,954-100%$716.0M———
Royal Bank of Canada
N/A—12,094,886-12,094,886-100%$696.9M———
Acadian Asset Management LLC
N/A—11,593,352-11,593,352-100%$668.0K———
Vanguard Fiduciary Trust Co
N/A—11,467,840-11,467,840-100%$660.8M———
Allianz Asset Management GmbH
N/A—11,363,537-11,363,537-100%$654.8M———
Van Eck Associates Corp
N/A—10,217,590-10,217,590-100%$588.7M———
Victory Capital Management Inc
N/A—10,168,924-10,168,924-100%$585.9M———
Two Sigma Investments, LP
N/A—10,085,383-10,085,383-100%$581.1M———
UBS Group AG
N/A—8,876,439-8,876,439-100%$511.5M———
Arrowstreet Capital, Limited Partnership
N/A—8,585,846-8,585,846-100%$494.7M———
Nordea Investment Management AB
N/A—8,052,294-8,052,294-100%$462.9M———
Pacer Advisors, Inc.
N/A—7,995,711-7,995,711-100%$460.7K———
SG Americas Securities, LLC
N/A—7,281,999-7,281,999-100%$419.6K———
FIL Ltd
N/A—6,523,813-6,523,813-100%$375.9M———
Wells Fargo & Company
N/A—6,321,643-6,321,643-100%$364.3M———
First Trust Advisors LP
N/A—5,981,822-5,981,822-100%$344.7M———
Capital International Investors
N/A—5,913,752-5,913,752-100%$340.8M———
Swiss National Bank
N/A—5,758,800-5,758,800-100%$331.8M———
National Pension Service
N/A—5,578,135-5,578,135-100%$321.4M———
BNP Paribas Financial Markets
N/A—5,492,542-5,492,542-100%$316.5M———
HSBC Holdings PLC
N/A—5,409,898-5,409,898-100%$312.6M———
Nuveen, LLC
N/A—5,212,215-5,212,215-100%$300.3M———
Franklin Resources Inc
N/A—4,790,695-4,790,695-100%$276.0M———
Alliancebernstein L.P.
N/A—4,757,720-4,757,720-100%$288.6M———
Vanguard Global Advisers, LLC
N/A—4,700,737-4,700,737-100%$270.9M———
Man Group plc
N/A—4,682,000-4,682,000-100%$269.8M———
Vanguard Asset Management, Ltd
N/A—4,619,950-4,619,950-100%$266.2M———
California Public Employees Retirement System
N/A—4,570,905-4,570,905-100%$263.4M———
BNP Paribas Asset Management Holding S.A.
N/A—4,327,511-4,327,511-100%$249.4M———
Caisse de Depot ET Placement DU Quebec
N/A—4,228,503-4,228,503-100%$243.6M———
Canada Pension Plan Investment Board
N/A—4,186,444-4,186,444-100%$241.2M———
Wellington Management Group LLP
N/A—3,914,086-3,914,086-100%$225.5M———
Employees Provident Fund Board
N/A—3,640,333-3,640,333-100%$209.8M———
Raymond James Financial Inc
N/A—3,469,260-3,469,260-100%$199.9M———
Rhumbline Advisers
N/A—3,347,347-3,347,347-100%$192.9M———
California State Teachers Retirement System
N/A—3,215,133-3,215,133-100%$185.3M———
Qube Research & Technologies Ltd
N/A—3,093,958-3,093,958-100%$178.3M———
Ensign Peak Advisors, Inc
N/A—2,865,663-2,865,663-100%$165.1M———
Bank of Montreal
N/A—2,777,169-2,777,169-100%$160.0M———
Canada Life Assurance Co
N/A—2,765,830-2,765,830-100%$159.1M———
National Bank of Canada
N/A—2,580,079-2,580,079-100%$148.7M———
AustralianSuper Pty Ltd
N/A—2,433,354-2,433,354-100%$140.2M———
Panagora Asset Management Inc
N/A—2,301,674-2,301,674-100%$132.6M———
Capital World Investors
N/A—2,244,242-2,244,242-100%$129.3M———
New York State Common Retirement Fund
N/A—2,244,020-2,244,020-100%$129.3M———
Manufacturers Life Insurance Company, the
N/A—2,176,661-2,176,661-100%$125.4M———
SEI Investments Co
N/A—2,153,285-2,153,285-100%$124.1M———
Macquarie Group LTD
N/A—2,034,760-2,034,760-100%$117.2M———
Worldquant Millennium Advisors LLC
N/A—2,015,994-2,015,994-100%$116.2M———
TD Asset Management Inc
N/A—2,007,448-2,007,448-100%$115.7M———
Stifel Financial Corp
N/A—1,974,256-1,974,256-100%$113.8M———
Envestnet Asset Management Inc
N/A—1,883,218-1,883,218-100%$108.5M———
Vinva Investment Management Ltd
N/A—1,870,866-1,870,866-100%$109.6M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,862,476-1,862,476-100%$107.3M———
Aviva PLC
N/A—1,798,345-1,798,345-100%$103.6M———
Prudential Financial Inc
N/A—1,794,030-1,794,030-100%$103.4M———
Nomura Asset Management International Inc.
N/A—1,776,782-1,776,782-100%$102.4M———
Storebrand Asset Management AS
N/A—1,753,508-1,753,508-100%$101.0M———
State Board of Administration of Florida Retirement System
N/A—1,749,222-1,749,222-100%$100.8M———
Bank of Nova Scotia
N/A—1,726,026-1,726,026-100%$99.5M———
Adage Capital Partners GP, L.L.C.
N/A—1,716,000-1,716,000-100%$98.9M———
APG Asset Management N.V.
N/A—1,691,386-1,691,386-100%$85.2M———
KLP Kapitalforvaltning AS
N/A—1,643,058-1,643,058-100%$94.7M———
Mariner, LLC
N/A—1,640,861-1,640,861-100%$94.5M———
Citadel Advisors LLC
N/A—1,572,329-1,572,329-100%$90.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,567,009-1,567,009-100%$90.6M———
Korea Investment Corp
N/A—1,501,534-1,501,534-100%$86.5M———
Danske Bank A/S
N/A—1,501,133-1,501,133-100%$86.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,478,236-1,478,236-100%$85.2M———
American Century Companies Inc
N/A—1,400,478-1,400,478-100%$80.7M———
Cerity Partners LLC
N/A—1,277,451-1,277,451-100%$73.6M———
IEQ Capital, LLC
N/A—1,252,740-1,252,740-100%$72.2M———
Credit Agricole S A
N/A—1,232,853-1,232,853-100%$71.0M———
Harvest Portfolios Group Inc.
N/A—1,203,684-1,203,684-100%$69.4M———
Teacher Retirement System of Texas
N/A—1,190,931-1,190,931-100%$68.6M———
Woodline Partners LP
N/A—1,167,476-1,167,476-100%$67.3M———
Epoch Investment Partners, Inc.
N/A—1,141,710-1,141,710-100%$65.8M———
Cullen Capital Management, LLC
N/A—1,132,367-1,132,367-100%$65.2M———
HighTower Advisors, LLC
N/A—1,126,721-1,126,721-100%$64.9M———
Quantinno Capital Management LP
N/A—1,121,564-1,121,564-100%$64.6M———
State of Wisconsin Investment Board
N/A—1,089,964-1,089,964-100%$62.8M———
Banco Santander, S.A.
N/A—1,088,316-1,088,316-100%$62.7M———
Glenmede Trust Co NA
N/A—1,084,726-1,084,726-100%$62.5M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—1,072,109-1,072,109-100%$61.8M———
Lazard Asset Management LLC
N/A—1,063,855-1,063,855-100%$61.3M———
Vanguard Investments Australia, Ltd.
N/A—1,044,439-1,044,439-100%$60.2M———
Railway Pension Investments Ltd
N/A—1,040,700-1,040,700-100%$60.0M———
Advisors Capital Management, LLC
N/A—1,029,843-1,029,843-100%$59.3M———
Chevy Chase Trust Holdings, LLC
N/A—1,001,841-1,001,841-100%$57.7M———
Neuberger Berman Group LLC
N/A—972,843-972,843-100%$56.1M———
Massachusetts Financial Services Co
N/A—948,427-948,427-100%$55.3M———
Nan Shan Life Insurance Co., Ltd.
N/A—939,759-939,759-100%$54.1M———
Toronto Dominion Bank
N/A—926,930-926,930-100%$53.4M———
Orbimed Advisors LLC
N/A—925,000-925,000-100%$53.3M———
Handelsbanken Fonder AB
N/A—910,107-910,107-100%$52.4K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—895,583-895,583-100%$51.6M———
Royal London Asset Management LTD
N/A—894,748-894,748-100%$51.6M———
Gotham Asset Management, LLC
N/A—892,969-892,969-100%$51.5M———
ING Groep NV
N/A—885,384-885,384-100%$51.0M———
Cetera Investment Advisers
N/A—883,910-883,910-100%$50.9M———
Sofinnova Investments, Inc.
N/A—876,970-876,970-100%$50.5M———
Treasurer of the State of North Carolina
N/A—869,888-869,888-100%$50.1K———
DnB Asset Management AS
N/A—851,719-851,719-100%$49.1M———
Osaic Holdings, Inc.
N/A—850,792-850,792-100%$49.0M———
Public Employees Retirement System of Ohio
N/A—840,572-840,572-100%$48.4M———
Pinebridge Investments LLC
N/A—827,889-827,889-100%$47.7M———
Nomura Asset Management Co LTD
N/A—825,825-825,825-100%$47.6M———
Voya Investment Management LLC
N/A—815,156-815,156-100%$47.0M———
Tidal Investments LLC
N/A—804,406-804,406-100%$46.3M———
Vestal Point Capital, LP
N/A—800,000-800,000-100%$46.1M———
O'shaughnessy Asset Management, LLC
N/A—797,026-797,026-100%$45.9M———
Rockefeller Capital Management L.P.
N/A—766,521-766,521-100%$44.2M———
M&T Bank Corp
N/A—759,648-759,648-100%$43.8M———
Janney Montgomery Scott LLC
N/A—758,403-758,403-100%$43.7K———
Millennium Management LLC
N/A—752,576-752,576-100%$43.4M———
HRT Financial LP
N/A—741,187-741,187-100%$42.7K———
Sector Gamma AS
N/A—726,115-726,115-100%$41.8M———
Jacobs Levy Equity Management, Inc
N/A—707,023-707,023-100%$40.7M———
Jupiter Topco LLC
N/A—704,213-704,213-100%$40.6M———
Ariel Investments, LLC
N/A—696,430-696,430-100%$40.1M———
Tredje Ap-fonden
N/A—690,291-690,291-100%$39.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—651,769-651,769-100%$37.6M———
RNC Capital Management LLC
N/A—645,383-645,383-100%$37.2M———
Natixis Advisors, LLC
N/A—643,495-643,495-100%$37.1K———
Mercer Global Advisors Inc
N/A—636,124-636,124-100%$36.7M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—631,068-631,068-100%$36.4M———
Resona Asset Management Co.,Ltd.
N/A—622,880-622,880-100%$36.0M———
State of Tennessee, Department of Treasury
N/A—620,932-620,932-100%$35.8M———
Captrust Financial Advisors
N/A—607,026-607,026-100%$35.0M———
Jones Financial Companies Lllp
N/A—605,499-605,499-100%$34.8M———
CIBC Bancorp USA Inc.
N/A—601,653-601,653-100%$34.7M———
Public Sector Pension Investment Board
N/A—596,862-596,862-100%$34.4M———
Berkshire Asset Management LLC
N/A—595,848-595,848-100%$34.3M———
Guggenheim Capital LLC
N/A—577,945-577,945-100%$33.3M———
D. E. Shaw & Co., Inc.
N/A—559,407-559,407-100%$32.2M———
Mediolanum International Funds Ltd
N/A—545,919-545,919-100%$32.0M———
AE Wealth Management LLC
N/A—542,448-542,448-100%$31.3M———
NorthCoast Asset Management LLC
N/A—541,670-541,670-100%$31.2M———
Martingale Asset Management L P
N/A—520,919-520,919-100%$30.0M———
Andra Ap-fonden
N/A—509,462-509,462-100%$29.4M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—507,605-507,605-100%$29.3M———
Teachers Retirement System of the State of Kentucky
N/A—484,912-484,912-100%$27.9K———
Focus Partners Wealth
N/A—480,177-480,177-100%$27.7M———
Oaktop Capital Management II, L.P.
N/A—479,991-479,991-100%$27.7M———
Hancock Whitney Corp
N/A—475,690-475,690-100%$27.4M———
MetLife Investment Management, LLC
N/A—467,183-467,183-100%$26.9M———
Edgar Lomax Co
N/A—461,275-461,275-100%$26.6M———
Peapack Gladstone Financial Corp
N/A—439,307-439,307-100%$25.3K———
Erste Asset Management GmbH
N/A—420,361-420,361-100%$24.6M———
Wealthfront Advisers LLC
N/A—417,877-417,877-100%$24.1M———
Cresset Asset Management, LLC
N/A—417,663-417,663-100%$24.1M———
Blair William & Co
N/A—416,247-416,247-100%$24.0M———
Catalio Capital Management, LP
N/A—412,961-412,961-100%$23.8M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—411,483-411,483-100%$23.7M———
Baird Financial Group, Inc.
N/A—411,234-411,234-100%$23.7M———
CIBC World Market Inc.
N/A—409,428-409,428-100%$23.6M———
Zurich Insurance Group Ltd
N/A—398,360-398,360-100%$23.0M———
USS Investment Management Ltd
N/A—392,285-392,285-100%$22.6M———
LOS Angeles Capital Management LLC
N/A—387,252-387,252-100%$22.3M———
Sanctuary Advisors, LLC
N/A—384,190-384,190-100%$22.1M———
Varma Mutual Pension Insurance Co
N/A—374,226-374,226-100%$21.6M———
Homestead Advisers Corp
N/A—370,921-370,921-100%$21.4M———
Shelton Capital Management
N/A—369,878-369,878-100%$21.3M———
QRG Capital Management, Inc.
N/A—368,848-368,848-100%$21.3M———
Arax Advisory Partners
N/A—363,882-363,882-100%$21.0M———
Zacks Investment Management
N/A—353,962-353,962-100%$20.4M———
Waverly Advisors, LLC
N/A—349,560-349,560-100%$20.1M———
Huntington National Bank
N/A—348,285-348,285-100%$20.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—336,808-336,808-100%$19.4M———
LMR Partners LLP
N/A—330,151-330,151-100%$19.0M———
Squarepoint Ops LLC
N/A—324,626-324,626-100%$18.7M———
Arkadios Wealth Advisors
N/A—320,925-320,925-100%$18.5M———
Utah Retirement Systems
N/A—310,064-310,064-100%$17.9M———
Police & Firemen's Retirement System of New Jersey
N/A—306,918-306,918-100%$17.7M———
British Columbia Investment Management Corp
N/A—306,356-306,356-100%$17.7M———
Intech Investment Management LLC
N/A—305,070-305,070-100%$17.6M———
Advisors Asset Management, Inc.
N/A—302,317-302,317-100%$17.4M———
Pinnacle Financial Partners, Inc.
N/A—298,653-298,653-100%$17.2M———
Birchview Capital, LP
N/A—297,243-297,243-100%$17.1M———
Systematic Alpha Investments, LLC
N/A—296,292-296,292-100%$17.1M———
Klcm Advisors, Inc.
N/A—293,739-293,739-100%$16.9M———
Osmosis Investment Management UK Ltd
N/A—289,321-289,321-100%$16.7M———
Elo Mutual Pension Insurance Co
N/A—289,019-289,019-100%$16.7M———
Stephens Inc
N/A—282,306-282,306-100%$16.3M———
Commerce Bank
N/A—280,150-280,150-100%$16.1M———
Nissay Asset Management Corp N
N/A—278,312-278,312-100%$16.0M———
Steward Partners Investment Advisory, LLC
N/A—277,131-277,131-100%$16.0M———
Blackhill Capital Inc
N/A—275,364-275,364-100%$15.9M———
Federation des caisses Desjardins du Quebec
N/A—270,438-270,438-100%$15.6M———
Northwestern Mutual Wealth Management Co
N/A—266,908-266,908-100%$15.4M———
Nomura Holdings Inc
N/A—264,345-264,345-100%$15.2M———
MML Investors Services, LLC
N/A—261,750-261,750-100%$15.1M———
Pathstone Holdings, LLC
N/A—260,552-260,552-100%$15.1M———
Gabelli Funds LLC
N/A—256,790-256,790-100%$14.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—256,300-256,300-100%$14.8K———
Public Employees Retirement Association of Colorado
N/A—256,073-256,073-100%$14.8K———
ExodusPoint Capital Management, LP
N/A—253,748-253,748-100%$14.6M———
Horizon Investments, LLC
N/A—251,893-251,893-100%$14.4M———
MAI Capital Management
N/A—247,151-247,151-100%$14.2M———
BLI - Banque de Luxembourg Investments
N/A—247,000-247,000-100%$14.5M———
Prudential PLC
N/A—245,568-245,568-100%$14.1M———
Vident Advisory, LLC
N/A—242,261-242,261-100%$14.0M———
Capitolis Liquid Global Markets LLC
N/A—240,100-240,100-100%$13.8M———
Empowered Funds, LLC
N/A—239,727-239,727-100%$13.8M———
Cannell & Spears LLC
N/A—236,705-236,705-100%$13.6M———
Flputnam Investment Management Co
N/A—236,011-236,011-100%$13.6M———
Armistice Capital, LLC
N/A—233,790-233,790-100%$13.5M———
Sound View Wealth Advisors Group, LLC
N/A—233,338-233,338-100%$13.4M———
Beacon Pointe Advisors, LLC
N/A—232,697-232,697-100%$13.4M———
Rafferty Asset Management, LLC
N/A—228,360-228,360-100%$13.2M———
Abacus FCF Advisors LLC
N/A—227,584-227,584-100%$13.1M———
Vanguard Personalized Indexing Management, LLC
N/A—221,134-221,134-100%$12.7M———
Investment Management Corp of Ontario
N/A—219,828-219,828-100%$12.7M———
Miramar Capital, LLC
N/A—216,049-216,049-100%$12.4M———
Mubadala Investment Co Pjsc
N/A—212,761-212,761-100%$12.3M———
Brown Advisory Inc
N/A—212,521-212,521-100%$12.2M———
NewEdge Advisors, LLC
N/A—211,586-211,586-100%$12.2M———
Allstate Corp
N/A—210,034-210,034-100%$12.1M———
Colrain Capital LLC
N/A—208,145-208,145-100%$12.0M———
Mayflower Financial Advisors, LLC
N/A—208,112-208,112-100%$12.0M———
Stratos Wealth Partners, Ltd.
N/A—202,756-202,756-100%$11.7M———
Private Advisor Group, LLC
N/A—194,227-194,227-100%$11.2M———
Sio Capital Management, LLC
N/A—193,500-193,500-100%$11.1M———
Claret Asset Management Corp
N/A—187,581-187,581-100%$10.8K———
Susquehanna International Group, LLP
N/A—185,612-185,612-100%$10.7M———
Manning & Napier Advisors LLC
N/A—184,742-184,742-100%$10.8M———
Integrated Wealth Concepts LLC
N/A—180,941-180,941-100%$10.4M———
Sequoia Financial Advisors, LLC
N/A—179,874-179,874-100%$10.4M———
United Capital Financial Advisors, LLC
N/A—176,631-176,631-100%$10.2M———
Kahn Brothers Group Inc
N/A—174,152-174,152-100%$10.0M———
Omers Administration Corp
N/A—173,350-173,350-100%$10.0M———
Loomis Sayles & Co L P
N/A—170,634-170,634-100%$9.8M———
Westpac Banking Corp
N/A—170,319-170,319-100%$9.8M———
&partners
N/A—165,112-165,112-100%$9.5M———
Danica Pension, Livsforsikringsaktieselskab
N/A—165,023-165,023-100%$9.5M———
CI Investments Inc.
N/A—164,904-164,904-100%$9.5M———
Trexquant Investment LP
N/A—164,114-164,114-100%$9.5M———
Brevan Howard Capital Management LP
N/A—163,962-163,962-100%$9.4M———
Stonebridge Capital Advisors LLC
N/A—162,082-162,082-100%$9.3M———
Algert Global LLC
N/A—161,894-161,894-100%$9.3M———
South Dakota Investment Council
N/A—159,908-159,908-100%$9.2K———
Mizuho Securities USA LLC
N/A—159,871-159,871-100%$9.2M———
Scotia Capital Inc.
N/A—156,665-156,665-100%$9.0M———
Sienna Gestion
N/A—152,317-152,317-100%$9.0M———
Benjamin Edwards Inc
N/A—148,873-148,873-100%$8.6M———
Beacon Harbor Wealth Advisors, Inc.
N/A—146,238-146,238-100%$9.6M———
Voloridge Investment Management, LLC
N/A—145,551-145,551-100%$8.4M———
Saudi Central Bank
N/A—142,922-142,922-100%$8.2M———
Federated Hermes, Inc.
N/A—142,019-142,019-100%$8.2M———
IQ EQ Fund Management (Ireland) Ltd
N/A—138,710-138,710-100%$8.0M———
Banque Cantonale Vaudoise
N/A—136,299-136,299-100%$7.9M———
Atlantic Union Bankshares Corp
N/A—135,656-135,656-100%$7.8M———
Argent Trust Co
N/A—134,450-134,450-100%$7.7M———
Aptus Capital Advisors, LLC
N/A—134,318-134,318-100%$7.7M———
Jupiter Asset Management LTD
N/A—132,573-132,573-100%$7.6M———
Hamilton Capital Partners Inc.
N/A—130,247-130,247-100%$7.5M———
Bartlett & Co. Wealth Management LLC
N/A—129,968-129,968-100%$7.5M———
OAK Associates LTD
N/A—129,790-129,790-100%$7.5M———
Kentucky Retirement Systems
N/A—128,658-128,658-100%$7.4M———
Equitable Holdings, Inc.
N/A—126,744-126,744-100%$7.3M———
Belpointe Asset Management LLC
N/A—125,071-125,071-100%$7.2M———
Norinchukin Bank, The
N/A—124,541-124,541-100%$7.2M———
Calydon Capital
N/A—123,497-123,497-100%$7.1M———
BNP Paribas
N/A—120,493-120,493-100%$6.9M———
Azimuth Capital Investment Management LLC
N/A—120,372-120,372-100%$6.9M———
Fiduciary Trust Co
N/A—120,039-120,039-100%$6.9M———
WealthTrust Axiom LLC
N/A—119,517-119,517-100%$6.9M———
First Manhattan Co. Llc.
N/A—118,863-118,863-100%$6.8M———
Caprock Group, LLC
N/A—115,747-115,747-100%$6.7M———
Bollard Group LLC
N/A—115,148-115,148-100%$6.6K———
Advisory Services Network, LLC
N/A—114,609-114,609-100%$6.6M———
Phoenix Financial Ltd.
N/A—114,254-114,254-100%$6.6M———
Edmond de Rothschild Holding S.A.
N/A—113,537-113,537-100%$6.5M———
HM Payson & Co
N/A—113,175-113,175-100%$6.5M———
Composition Wealth, LLC
N/A—111,561-111,561-100%$6.4M———
Bcwm, LLC
N/A—110,424-110,424-100%$6.4M———
Envestnet Portfolio Solutions, Inc.
N/A—108,514-108,514-100%$6.3M———
Cary Street Partners Financial LLC
N/A—104,335-104,335-100%$6.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—102,981-102,981-100%$5.9M———
OneDigital Investment Advisors LLC
N/A—102,842-102,842-100%$5.9M———
Clearbridge Investments, LLC
N/A—101,597-101,597-100%$5.9M———
Impax Asset Management Group plc
N/A—101,377-101,377-100%$5.8M———
Longfellow Investment Management Co LLC
N/A—100,282-100,282-100%$5.8M———
Humankind Investments LLC
N/A—100,000-100,000-100%$5.8M———
FourWorld Capital Management LLC
N/A—100,000-100,000-100%$5.8M———
Evolve Private Wealth, LLC
N/A—99,797-99,797-100%$5.8M———
Daiichi Life Insurance Co., Ltd.
N/A—99,653-99,653-100%$5.7M———
Brown Brothers Harriman & Co
N/A—97,895-97,895-100%$5.6M———
Independent Advisor Alliance
N/A—97,475-97,475-100%$5.6M———
Rothschild Investment LLC
N/A—96,905-96,905-100%$5.6M———
Focus Partners Advisor Solutions, LLC
N/A—96,478-96,478-100%$5.6M———
GQG Partners LLC
N/A—96,264-96,264-100%$5.5M———
Allianz SE
N/A—94,851-94,851-100%$5.5M———
Global Retirement Partners, LLC
N/A—94,816-94,816-100%$5.5M———
Geneos Wealth Management Inc.
N/A—94,459-94,459-100%$5.4M———
Capital International Sarl
N/A—94,347-94,347-100%$5.4M———
Bellars Harris Wealth Management, LLC
N/A—93,578-93,578-100%$5.4M———
Johnson Investment Counsel Inc
N/A—93,509-93,509-100%$5.4M———
Tocqueville Asset Management L.P.
N/A—91,910-91,910-100%$5.3M———
Summit Financial, LLC
N/A—91,557-91,557-100%$5.3M———
Balyasny Asset Management L.P.
N/A—88,288-88,288-100%$5.1M———
EP Wealth Advisors, LLC
N/A—87,527-87,527-100%$5.0M———
Canada Post Corp Registered Pension Plan
N/A—87,063-87,063-100%$5.0M———
Jane Street Group, LLC
N/A—86,291-86,291-100%$5.0M———
Freestone Grove Partners LP
N/A—84,601-84,601-100%$4.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—83,879-83,879-100%$4.8M———
Gamco Investors, Inc. ET AL
N/A—82,671-82,671-100%$4.8M———
West Michigan Advisors, LLC
N/A—82,237-82,237-100%$4.7M———
Providence Capital Advisors, LLC
N/A—82,081-82,081-100%$4.7M———
Core Capital Management & Research, inc.
N/A—82,074-82,074-100%$5.5M———
Hikari Tsushin, Inc.
N/A—81,141-81,141-100%$4.7M———
Whittier Trust Co of Nevada Inc
N/A—80,799-80,799-100%$4.7M———
Twin Capital Management Inc
N/A—80,607-80,607-100%$4.6M———
Vestcor Inc
N/A—80,237-80,237-100%$4.6K———
Capital International, Inc.
N/A—79,939-79,939-100%$4.6M———
Mufg Securities Emea plc
N/A—79,928-79,928-100%$4.6M———
Te Ahumairangi Investment Management Ltd
N/A—79,705-79,705-100%$4.6M———
P.A.W. Capital Corp
N/A—79,400-79,400-100%$4.6M———
EFG International AG
N/A—79,256-79,256-100%$4.6M———
McMillan Office, Inc.
N/A—79,193-79,193-100%$4.6M———
Rodgers Brothers Inc.
N/A—79,062-79,062-100%$4.6M———
Fred Alger Management, LLC
N/A—78,916-78,916-100%$4.5M———
Parallax Volatility Advisers, L.P.
N/A—78,510-78,510-100%$4.5M———
Smithfield Trust Co
N/A—77,766-77,766-100%$4.5K———
Bessemer Group Inc
N/A—77,547-77,547-100%$4.5K———
Capital Fund Management S.A.
N/A—77,374-77,374-100%$4.5M———
Pallas Capital Advisors LLC
N/A—77,353-77,353-100%$4.5M———
Siemens Fonds Invest GmbH
N/A—76,062-76,062-100%$4.4M———
Wealth Advisors of Tampa Bay, LLC
N/A—75,377-75,377-100%$4.3M———
Delta Asset Management LLC
N/A—75,264-75,264-100%$4.3M———
AR Asset Management Inc
N/A—74,774-74,774-100%$4.3M———
Ingalls & Snyder LLC
N/A—74,298-74,298-100%$4.3K———
Legato Capital Management LLC
N/A—74,128-74,128-100%$4.3M———
Stock Yards Bank & Trust Co
N/A—73,085-73,085-100%$4.2M———
Empirical Finance, LLC
N/A—72,834-72,834-100%$4.2M———
IHT Wealth Management, LLC
N/A—72,038-72,038-100%$4.2M———
Donaldson Capital Management, LLC
N/A—71,766-71,766-100%$4.1M———
Round Hill Asset Management
N/A—71,646-71,646-100%$4.1M———
Summit Trail Advisors, LLC
N/A—71,425-71,425-100%$4.1M———
Principal Securities, Inc.
N/A—71,067-71,067-100%$4.1M———
Xcelsior Advisor Partners LLC
N/A—69,858-69,858-100%$4.0M———
Miller Value Partners, LLC
N/A—69,500-69,500-100%$4.0M———
Gladstone Institutional Advisory LLC
N/A—67,905-67,905-100%$3.9M———
Bleakley Financial Group, LLC
N/A—67,743-67,743-100%$3.9M———
Quantitative Investment Management, LLC
N/A—67,290-67,290-100%$3.9K———
Silvercrest Asset Management Group LLC
N/A—66,843-66,843-100%$3.9M———
Marietta Investment Partners LLC
N/A—66,262-66,262-100%$3.8M———
KCM Capital Inc
N/A—65,800-65,800-100%$3.8M———
Northwestern Mutual Investment Management Company, LLC
N/A—65,473-65,473-100%$3.8M———
Bull Harbor Capital LLC
N/A—65,358-65,358-100%$3.8M———
44 Wealth Management LLC
N/A—65,070-65,070-100%$3.7M———
Savvy Advisors, Inc.
N/A—64,644-64,644-100%$3.7M———
IFG Advisory, LLC
N/A—64,156-64,156-100%$3.7M———
Voleon Capital Management LP
N/A—64,106-64,106-100%$3.7M———
Orion Porfolio Solutions, LLC
N/A—63,891-63,891-100%$3.7M———
Callan Family Office, LLC
N/A—62,042-62,042-100%$3.6M———
RWA Wealth Partners, LLC
N/A—61,642-61,642-100%$3.6M———
Ostrum Asset Management
N/A—61,627-61,627-100%$3.6M———
Park Place Capital Corp
N/A—61,611-61,611-100%$3.6M———
Metis Global Partners, LLC
N/A—61,550-61,550-100%$3.5M———
Mufg Securities Americas Inc.
N/A—61,504-61,504-100%$3.5M———
Truvestments Capital LLC
N/A—60,684-60,684-100%$3.5M———
Morningstar Investment Management LLC
N/A—60,529-60,529-100%$3.7M———
Partners Capital Investment Group, LLP
N/A—60,405-60,405-100%$3.5M———
Boothbay Fund Management, LLC
N/A—60,305-60,305-100%$3.5M———
American Financial Group Inc
N/A—60,000-60,000-100%$3.5M———
Wesleyan Assurance Society
N/A—59,492-59,492-100%$3.4K———
Four Tree Island Advisory LLC
N/A—58,337-58,337-100%$3.4M———
Capital International LTD
N/A—57,368-57,368-100%$3.3M———
Coastal Bridge Advisors, LLC
N/A—56,768-56,768-100%$3.3M———
Hudson Bay Capital Management LP
N/A—56,540-56,540-100%$3.3M———
Foster & Motley Inc
N/A—56,454-56,454-100%$3.3K———
Atom Investors LP
N/A—55,638-55,638-100%$3.2M———
Transcend Capital Advisors, LLC
N/A—55,185-55,185-100%$3.2M———
Neo Ivy Capital Management
N/A—54,404-54,404-100%$3.1M———
Ameritas Investment Partners, Inc.
N/A—54,193-54,193-100%$3.1M———
Shelter Mutual Insurance Co
N/A—53,800-53,800-100%$3.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—53,391-53,391-100%$3.1M———
Exit Wealth Advisors, Llc.
N/A—53,008-53,008-100%$3.1M———
1832 Asset Management L.P.
N/A—52,979-52,979-100%$3.1M———
PFG Investments, LLC
N/A—52,772-52,772-100%$3.0M———
Aimz Investment Advisors, LLC
N/A—52,522-52,522-100%$3.0M———
Boston Partners
N/A—51,843-51,843-100%$3.0M———
World Investment Advisors
N/A—51,758-51,758-100%$3.1M———
Thomasville National Bank
N/A—51,534-51,534-100%$3.0M———
Whittier Trust Co
N/A—51,506-51,506-100%$2.9M———
Essex Financial Services, Inc.
N/A—51,332-51,332-100%$3.0M———
Curi Capital, LLC
N/A—51,275-51,275-100%$3.0M———
Orographic Financial Advisors, LLC
N/A—51,149-51,149-100%$3.3K———
Ossiam
N/A—50,862-50,862-100%$2.9M———
Nicolet Bankshares Inc
N/A—50,571-50,571-100%$2.9M———
Edgestream Partners, L.P.
N/A—50,189-50,189-100%$2.9M———
Lombard Odier Asset Management (Switzerland) SA
N/A—50,169-50,169-100%$2.9M———
Harbour Investments, Inc.
N/A—50,112-50,112-100%$2.9M———
Snowden Capital Advisors LLC
N/A—48,899-48,899-100%$2.8M———
Mutual Advisors, LLC
N/A—48,612-48,612-100%$2.8M———
Centiva Capital, LP
N/A—48,515-48,515-100%$2.8M———
Sivia Capital Partners, LLC
N/A—47,373-47,373-100%$2.7M———
Hillman Capital Management, Inc.
N/A—45,235-45,235-100%$2.6M———
Kingsview Wealth Management, LLC
N/A—45,093-45,093-100%$2.6M———
L2 Asset Management, LLC
N/A—45,073-45,073-100%$2.6M———
Horizon Kinetics Asset Management LLC
N/A—44,552-44,552-100%$2.6M———
SummitTX Capital, L.P.
N/A—44,239-44,239-100%$2.5M———
Sumitomo Mitsui Financial Group, Inc.
N/A—44,119-44,119-100%$2.5M———
WCG Wealth Advisors LLC
N/A—43,889-43,889-100%$2.5M———
Tower Research Capital LLC (TRC)
N/A—43,803-43,803-100%$2.5M———
Bradley Foster & Sargent Inc
N/A—43,367-43,367-100%$2.5M———
Pine Valley Investments Ltd Liability Co
N/A—43,011-43,011-100%$2.5M———
Clark Estates Inc
N/A—43,000-43,000-100%$2.5M———
Alerus Financial NA
N/A—42,984-42,984-100%$2.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—42,882-42,882-100%$2.5M———
Choate Investment Advisors
N/A—42,788-42,788-100%$2.5M———
Dean Investment Associates, LLC
N/A—42,649-42,649-100%$2.5M———
Dodge & COX
N/A—42,361-42,361-100%$2.4M———
Rehmann Capital Advisory Group
N/A—42,344-42,344-100%$2.4M———
Quest Investment Management LLC
N/A—42,214-42,214-100%$2.4M———
Barbara Oil Co.
N/A—42,000-42,000-100%$2.4M———
Ballentine Partners, LLC
N/A—41,874-41,874-100%$2.4M———
Foundations Investment Advisors, LLC
N/A—41,842-41,842-100%$2.4M———
Haverford Trust Co
N/A—40,920-40,920-100%$2.4M———
Wealthspire Advisors, LLC
N/A—40,673-40,673-100%$2.3M———
Bridgeway Capital Management, LLC
N/A—40,500-40,500-100%$2.3M———
Sompo Asset Management Co., Ltd.
N/A—40,494-40,494-100%$2.3M———
New England Asset Management Inc
N/A—40,464-40,464-100%$2.3M———
Smartleaf Asset Management LLC
N/A—39,356-39,356-100%$2.3M———
Employees Retirement System of Texas
N/A—38,651-38,651-100%$2.2K———
Thornburg Investment Management Inc
N/A—38,400-38,400-100%$2.2M———
Dakota Wealth Management
N/A—38,103-38,103-100%$2.2M———
Paralel Advisors LLC
N/A—38,091-38,091-100%$2.2M———
London Co of Virginia
N/A—37,453-37,453-100%$2.2M———
Coldstream Capital Management Inc
N/A—36,997-36,997-100%$2.1M———
Holderness Investments Co
N/A—36,710-36,710-100%$2.1M———
Leavell Investment Management, Inc.
N/A—36,579-36,579-100%$2.1M———
Harvest Investment Advisors, LLC
N/A—36,535-36,535-100%$2.1M———
Sargent Investment Group, LLC
N/A—36,270-36,270-100%$2.1M———
Bluespring Wealth Management, LLC
N/A—36,127-36,127-100%$2.1M———
Impact Partnership Wealth, LLC
N/A—35,952-35,952-100%$2.1M———
Simmons Bank
N/A—35,578-35,578-100%$2.1M———
denkapparat Operations GmbH
N/A—35,462-35,462-100%$2.0M———
Dorsey & Whitney Trust Co LLC
N/A—35,333-35,333-100%$2.0M———
Stokes Family Office, LLC
N/A—34,624-34,624-100%$2.0M———
Kovack Advisors, Inc.
N/A—34,471-34,471-100%$2.0M———
TCW Group Inc
N/A—34,245-34,245-100%$2.0M———
Kennedy Capital Management LLC
N/A—34,049-34,049-100%$2.0M———
Quadrature Capital Ltd
N/A—34,020-34,020-100%$2.0M———
Pingora Partners LLC
N/A—33,855-33,855-100%$2.0M———
one8zero8, LLC
N/A—33,580-33,580-100%$1.9M———
Keynote Financial Services LLC
N/A—33,564-33,564-100%$1.9M———
Marco Investment Management LLC
N/A—33,478-33,478-100%$1.9M———
Trustmark Bank Trust Department
N/A—33,431-33,431-100%$1.9M———
Ceeto Capital Group, LLC
N/A—33,250-33,250-100%$1.9K———
Waddell & Associates, LLC
N/A—33,126-33,126-100%$1.9M———
IAM Advisory, LLC
N/A—33,075-33,075-100%$1.9M———
Quantbot Technologies LP
N/A—33,000-33,000-100%$1.9M———
RiverFront Investment Group, LLC
N/A—32,862-32,862-100%$1.9M———
Charter Research & Investment Group, Inc.
N/A—32,676-32,676-100%$1.9M———
Lowe Brockenbrough & Co Inc
N/A—32,635-32,635-100%$1.9M———
First Western Trust Bank
N/A—32,542-32,542-100%$1.9M———
CSS LLC
N/A—32,320-32,320-100%$1.9M———
Peak Asset Management, LLC
N/A—32,175-32,175-100%$1.9M———
Graham Capital Management, L.P.
N/A—32,000-32,000-100%$1.8M———
Emerald Investment Advisers, LLC
N/A—31,750-31,750-100%$1.8M———
Boston Family Office LLC
N/A—31,077-31,077-100%$1.8K———
Moneta Group Investment Advisors LLC
N/A—31,027-31,027-100%$1.8M———
Affinity Investment Advisors, LLC
N/A—30,557-30,557-100%$1.8M———
Modern Wealth Management, LLC
N/A—30,395-30,395-100%$1.8M———
BFC Planning, Inc.
N/A—30,002-30,002-100%$1.7M———
Rathbones Group PLC
N/A—29,904-29,904-100%$1.7M———
CreativeOne Wealth, LLC
N/A—29,888-29,888-100%$1.7M———
Intrust Bank NA
N/A—29,497-29,497-100%$1.7M———
Qtron Investments LLC
N/A—29,328-29,328-100%$1.7M———
Meeder Advisory Services, Inc.
N/A—29,270-29,270-100%$1.7M———
Stratos Wealth Advisors, LLC
N/A—29,183-29,183-100%$1.7M———
Coastwise Capital Group, LLC
N/A—28,961-28,961-100%$1.7M———
GSA Capital Partners LLP
N/A—28,898-28,898-100%$1.7K———
Fidelis Capital Partners, LLC
N/A—27,994-27,994-100%$1.6M———
Douglass Winthrop Advisors, LLC
N/A—27,548-27,548-100%$1.6M———
Resources Management Corp
N/A—27,375-27,375-100%$1.6M———
Rothschild Wealth LLC
N/A—27,347-27,347-100%$1.6M———
Segall Bryant & Hamill, LLC
N/A—27,228-27,228-100%$1.6M———
Measured Wealth Private Client Group, LLC
N/A—27,186-27,186-100%$1.6M———
Oversea-Chinese Banking Corp Ltd
N/A—27,062-27,062-100%$1.6M———
CacheTech Inc.
N/A—26,692-26,692-100%$1.5M———
Tower Bridge Advisors
N/A—26,527-26,527-100%$1.5M———
Transamerica Financial Advisors, LLC
N/A—26,390-26,390-100%$1.5M———
Bragg Financial Advisors, Inc
N/A—26,357-26,357-100%$1.5M———
Legacy Financial Advisors, Inc.
N/A—26,235-26,235-100%$1.5M———
Hall Capital Management Co Inc
N/A—25,573-25,573-100%$1.5M———
Brookwood Investment Group LLC
N/A—25,571-25,571-100%$1.5M———
Berkeley Capital Partners, LLC
N/A—25,331-25,331-100%$1.5M———
Edentree Asset Management Ltd
N/A—25,000-25,000-100%$1.4M———
New Age Alpha Advisors, LLC
N/A—24,805-24,805-100%$1.4M———
Peregrine Asset Advisers, Inc.
N/A—24,747-24,747-100%$1.4M———
Mairs & Power Inc
N/A—24,684-24,684-100%$1.4M———
Hillsdale Investment Management Inc.
N/A—24,660-24,660-100%$1.4M———
Capital Advisors Inc
N/A—24,641-24,641-100%$1.4M———
T. Rowe Price Investment Management, Inc.
N/A—24,400-24,400-100%$1.4K———
Nwam LLC
N/A—24,139-24,139-100%$1.4M———
F/m Investments LLC
N/A—24,103-24,103-100%$1.4M———
Ancora Advisors LLCA
N/A—24,068-24,068-100%$1.4M———
Drucker Wealth 3.0, LLC
N/A—23,639-23,639-100%$1.4M———
Beaton Management Co. Inc.
N/A—23,369-23,369-100%$1.3K———
DoubleLine ETF Adviser LP
N/A—23,354-23,354-100%$1.3M———
Campbell & Co Investment Adviser LLC
N/A—23,327-23,327-100%$1.3M———
Hilltop Holdings Inc.
N/A—23,318-23,318-100%$1.3M———
First National Bank & Trust Co of Newtown
N/A—23,078-23,078-100%$1.5M———
SouthState Bank Corp
N/A—23,041-23,041-100%$1.3M———
Harbour Investment Management LLC
N/A—22,964-22,964-100%$1.3M———
1ST Source Bank
N/A—22,672-22,672-100%$1.3M———
Pure Financial Advisors, LLC
N/A—22,483-22,483-100%$1.3M———
Caerus Investment Advisors, LLC
N/A—22,359-22,359-100%$1.3M———
SBI Okasan Asset Management Co.Ltd.
N/A—22,000-22,000-100%$1.3M———
Western Wealth Management, LLC
N/A—21,798-21,798-100%$1.3M———
Auxier Asset Management LLC
N/A—21,671-21,671-100%$1.2M———
Edgewood Management LLC
N/A—21,522-21,522-100%$1.2M———
Sittner & Nelson, LLC
N/A—21,398-21,398-100%$1.2M———
Jackson Thornton Wealth Management, LLC
N/A—21,395-21,395-100%$1.2M———
Johnson Financial Group, Inc.
N/A—21,307-21,307-100%$1.2M———
Evercore Wealth Management, LLC
N/A—21,171-21,171-100%$1.2M———
Sectoral Asset Management Inc
N/A—21,150-21,150-100%$1.2M———
Schulhoff & Co Inc
N/A—20,914-20,914-100%$1.2M———
Prestige Wealth Management Group LLC
N/A—20,647-20,647-100%$1.2M———
Family Manage LLC
N/A—20,516-20,516-100%$1.2M———
Trivium Point Advisory, LLC
N/A—20,481-20,481-100%$1.2M———
Meeder Asset Management Inc
N/A—20,426-20,426-100%$1.2M———
Groupama Asset Managment
N/A—20,329-20,329-100%$1.2M———
Westwood Holdings Group Inc
N/A—20,048-20,048-100%$1.2M———
White Pine Capital LLC
N/A—19,980-19,980-100%$1.2M———
Frec Markets, Inc.
N/A—19,527-19,527-100%$1.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—19,456-19,456-100%$1.1M———
Logan Capital Management Inc
N/A—19,447-19,447-100%$1.1M———
LaSalle St. Investment Advisors, LLC
N/A—19,376-19,376-100%$1.1M———
LGT Group Foundation
N/A—19,269-19,269-100%$1.1M———
Parvin Asset Management, LLC
N/A—19,245-19,245-100%$1.1M———
Bayesian Capital Management, LP
N/A—19,200-19,200-100%$1.1M———
Aquatic Capital Management LLC
N/A—19,076-19,076-100%$1.1M———
Cornerstone Select Advisors, LLC
N/A—19,000-19,000-100%$1.1M———
Alethea Capital Management, LLC
N/A—18,892-18,892-100%$1.1M———
NCM Capital Management, LLC
N/A—18,722-18,722-100%$1.1M———
Weaver C. Barksdale & Associates, Inc.
N/A—18,720-18,720-100%$1.1M———
Wealth Alliance, LLC
N/A—18,651-18,651-100%$1.1M———
Aristotle Atlantic Partners, LLC
N/A—18,600-18,600-100%$1.1M———
NewEdge Wealth, LLC
N/A—18,530-18,530-100%$1.1M———
Commerzbank Aktiengesellschaft
N/A—18,495-18,495-100%$1.1K———
Fiduciary Group, LLC
N/A—18,468-18,468-100%$1.1M———
Thoroughbred Financial Services, LLC
N/A—18,341-18,341-100%$1.1K———
Hexagon Capital Partners LLC
N/A—18,323-18,323-100%$1.1M———
United Bank
N/A—18,248-18,248-100%$1.1M———
Walleye Capital LLC
N/A—18,084-18,084-100%$1.0M———
New Republic Capital, LLC
N/A—17,698-17,698-100%$1.0M———
Orion Investment Co
N/A—17,512-17,512-100%$1.0M———
Private Wealth Asset Management, LLC
N/A—17,470-17,470-100%$1.0M———
ST Germain D J Co Inc
N/A—17,453-17,453-100%$1.0M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—17,272-17,272-100%$995.2K———
Intellectus Partners, LLC
N/A—17,002-17,002-100%$979.7K———
Van Hulzen Asset Management, LLC
N/A—16,914-16,914-100%$974.6K———
Webster Bank, N. A.
N/A—16,773-16,773-100%$966.5K———
Syon Capital LLC
N/A—16,588-16,588-100%$955.8K———
Keebeck Wealth Management
N/A—16,581-16,581-100%$955.4K———
Adalta Capital Management LLC
N/A—16,538-16,538-100%$952.9K———
Bowen Hanes & Co Inc
N/A—16,445-16,445-100%$997.4K———
Regal Investment Advisors LLC
N/A—16,352-16,352-100%$942.2K———
Black Swift Group, LLC
N/A—16,250-16,250-100%$936.3K———
Red Door Wealth Management, LLC
N/A—16,247-16,247-100%$936.2K———
OneAscent Financial Services LLC
N/A—16,157-16,157-100%$931.0K———
Meiji Yasuda Life Insurance Co
N/A—16,049-16,049-100%$924.7K———
Alpine Woods Capital Investors, LLC
N/A—16,000-16,000-100%$921.9K———
Redwood Investment Management, LLC
N/A—15,992-15,992-100%$921———
Paragon Capital Management LLC
N/A—15,972-15,972-100%$920.3K———
Birmingham Capital Management Co Inc
N/A—15,941-15,941-100%$919———
Eaton Financial Holdings Company, LLC
N/A—15,864-15,864-100%$914.1K———
GWN Securities Inc.
N/A—15,853-15,853-100%$913.4K———
Smith, Moore & Co.
N/A—15,730-15,730-100%$906.3K———
Integrated Investment Consultants, LLC
N/A—15,725-15,725-100%$906.1K———
Vestmark Advisory Solutions, Inc.
N/A—15,580-15,580-100%$897.7K———
Hills Bank & Trust Co
N/A—15,545-15,545-100%$895.7K———
Capital Group Investment Management Pte. Ltd.
N/A—15,400-15,400-100%$887.3K———
Spinnaker Trust
N/A—15,342-15,342-100%$884.0K———
Cladis Investment Advisory, LLC
N/A—15,300-15,300-100%$881.6K———
Sagewood Asset Management LP
N/A—15,270-15,270-100%$879.9K———
Capstone Investment Advisors, LLC
N/A—15,232-15,232-100%$877.7K———
Garrison Point Advisors, LLC
N/A—15,198-15,198-100%$875.7K———
Marshall Wace, LLP
N/A—15,169-15,169-100%$874.0K———
Callahan Advisors, LLC
N/A—15,089-15,089-100%$869.4K———
Legacy Capital Group California, Inc.
N/A—15,052-15,052-100%$867.3K———
Richard W. Paul & Associates, LLC
N/A—14,980-14,980-100%$863.1K———
Tiaa Wealth Investment Management LLC
N/A—14,907-14,907-100%$859.6K———
Mrwm Advisors, LLC
N/A—14,865-14,865-100%$856.5K———
Ameritas Advisory Services, LLC
N/A—14,839-14,839-100%$855.0K———
Pitcairn Wealth Advisors LLC
N/A—14,740-14,740-100%$849.3K———
BSW Wealth Partners
N/A—14,637-14,637-100%$843.4K———
Fora Capital, LLC
N/A—14,625-14,625-100%$842.5K———
Pinnacle West Asset Management, Inc.
N/A—14,400-14,400-100%$830———
Boyar Asset Management Inc.
N/A—14,351-14,351-100%$826.9K———
Drive Wealth Management, LLC
N/A—14,082-14,082-100%$811.4K———
Adams Wealth Management
N/A—14,065-14,065-100%$810.4K———
Wick Capital Partners, LLC
N/A—14,034-14,034-100%$808.7K———
Monetary Management Group Inc
N/A—13,850-13,850-100%$798.0K———
Fortis Capital Advisors, LLC
N/A—13,795-13,795-100%$794.9K———
Great Valley Advisor Group, Inc.
N/A—13,687-13,687-100%$789.0K———
Bramshill Investments, LLC
N/A—13,561-13,561-100%$781.4K———
Virtus Advisers, LLC
N/A—13,539-13,539-100%$780.1K———
Anchor Investment Management, LLC
N/A—13,538-13,538-100%$780.1K———
Stonebridge Capital Management Inc
N/A—13,525-13,525-100%$779.3K———
Advyzon Investment Management, LLC
N/A—13,335-13,335-100%$768.4K———
CIM Investment Management Inc
N/A—13,162-13,162-100%$758.4K———
Sovereign Financial Group, Inc.
N/A—13,116-13,116-100%$755.8K———
Vectors Research Management, LLC
N/A—13,000-13,000-100%$749.1K———
Arvest Bank Trust Division
N/A—12,969-12,969-100%$747.3K———
E Fund Management Co., Ltd.
N/A—12,879-12,879-100%$742.1K———
WNY Asset Management, LLC
N/A—12,655-12,655-100%$729.2K———
Fullerton Fund Management Co Ltd.
N/A—12,607-12,607-100%$726.4K———
Old North State Trust, LLC
N/A—12,588-12,588-100%$725———
Bank of Hawaii
N/A—12,468-12,468-100%$718.4K———
FAS Wealth Partners, Inc.
N/A—12,426-12,426-100%$716.0K———
Hantz Financial Services, Inc.
N/A—12,325-12,325-100%$710———
O'rourke & Company, Inc
N/A—12,201-12,201-100%$703.0K———
Navellier & Associates Inc
N/A—12,051-12,051-100%$694.4K———
Pettee Investors, Inc.
N/A—11,954-11,954-100%$688.8K———
Knightsbridge Asset Management, LLC
N/A—11,934-11,934-100%$687.6K———
Capital Analysts, LLC
N/A—11,930-11,930-100%$688———
Ameriflex Group, Inc.
N/A—11,913-11,913-100%$686.4K———
Alteri Wealth LLC
N/A—11,855-11,855-100%$683.1K———
Steadtrust LLC
N/A—11,732-11,732-100%$676.0K———
Park Circle Co
N/A—11,700-11,700-100%$674.2K———
Bridges Investment Management Inc
N/A—11,645-11,645-100%$671.0K———
SlateStone Wealth, LLC
N/A—11,624-11,624-100%$670———
Apriem Advisors
N/A—11,584-11,584-100%$667.5K———
Second Half Financial Partners, LLC
N/A—11,545-11,545-100%$665.2K———
Christine Messmer PC
N/A—11,461-11,461-100%$660.4K———
Aspire Capital Advisors LLC
N/A—11,306-11,306-100%$651.5K———
American Alpha Advisors, LLC
N/A—11,283-11,283-100%$650.1K———
Capstone Financial Advisors, Inc.
N/A—11,182-11,182-100%$644.3K———
Centaurus Financial, Inc.
N/A—11,064-11,064-100%$637———
Ausdal Financial Partners, Inc.
N/A—11,002-11,002-100%$633.9K———
Athena Investment Management
N/A—10,950-10,950-100%$630.9K———
Atlas Capital Advisors Inc.
N/A—10,844-10,844-100%$624.8K———
Winning Points Advisors, LLC
N/A—10,778-10,778-100%$621.0K———
Freestone Capital Holdings, LLC
N/A—10,634-10,634-100%$612.8K———
Krane Funds Advisors LLC
N/A—10,571-10,571-100%$609.1K———
Jaffetilchin Investment Partners, LLC
N/A—10,570-10,570-100%$609.0K———
Stonebrook Private Inc.
N/A—10,555-10,555-100%$608.2K———
West Family Investments, Inc.
N/A—10,464-10,464-100%$602.9K———
Beacon Investment Advisors LLC
N/A—10,447-10,447-100%$602.0K———
Lansing Street Advisors
N/A—10,355-10,355-100%$596.7K———
Quotient Wealth Partners, LLC
N/A—10,296-10,296-100%$593.3K———
Verdad Advisers, LP
N/A—10,263-10,263-100%$591.4K———
Baldwin Investment Management, LLC
N/A—10,244-10,244-100%$590.2K———
Traub Capital Management LLC
N/A—10,228-10,228-100%$589.3K———
Westmount Partners, LLC
N/A—10,185-10,185-100%$586.9K———
Farmers National Bank
N/A—10,167-10,167-100%$585.8K———
Broderick Brian C
N/A—10,117-10,117-100%$582.9K———
GeoWealth Management, LLC
N/A—10,113-10,113-100%$582.7K———
Aurdan Capital Management, LLC
N/A—10,022-10,022-100%$577.5K———
LeClair Wealth Partners LLC
N/A—9,922-9,922-100%$571.7K———
Aventura Private Wealth, LLC
N/A—9,911-9,911-100%$571.1K———
Waterloo Capital, L.P.
N/A—9,856-9,856-100%$567.9K———
Pacific Point Advisors, LLC
N/A—9,802-9,802-100%$564.8K———
Richmond Brothers, Inc.
N/A—9,762-9,762-100%$562.5K———
Fort Sheridan Advisors LLC
N/A—9,601-9,601-100%$553.2K———
Cambria Investment Management, L.P.
N/A—9,573-9,573-100%$551.6K———
Estabrook Capital Management
N/A—9,515-9,515-100%$548.3K———
AlTi Global, Inc.
N/A—9,482-9,482-100%$546.4K———
Prosperity Consulting Group, LLC
N/A—9,475-9,475-100%$546.0K———
Centennial Bank
N/A—9,469-9,469-100%$545.6K———
Estate Planners Group, LLC
N/A—9,446-9,446-100%$544.3K———
Range Advisory, LLC
N/A—9,409-9,409-100%$542.1K———
Stoneridge Investment Partners LLC
N/A—9,346-9,346-100%$610———
Aster Capital Management (Difc) Ltd
N/A—9,310-9,310-100%$536.4K———
CVA Family Office, LLC
N/A—9,306-9,306-100%$536.2K———
SageView Advisory Group, LLC
N/A—9,232-9,232-100%$532.0K———
Founders Financial Alliance, LLC
N/A—9,222-9,222-100%$531.4K———
Leigh Baldwin & Co., LLC
N/A—9,200-9,200-100%$530.1K———
Keel Point, LLC
N/A—9,176-9,176-100%$528.7K———
Field & Main Bank
N/A—9,151-9,151-100%$527.3K———
Flatrock Wealth Partners LLC
N/A—9,150-9,150-100%$527.3K———
Silver OAK Securities, Incorporated
N/A—9,134-9,134-100%$526.3K———
Financial Engines Advisors L.L.C.
N/A—9,130-9,130-100%$526.1K———
Fiducient Advisors LLC
N/A—9,085-9,085-100%$523.5K———
Expressive Wealth LLC
N/A—9,042-9,042-100%$521.0K———
Abbot Financial Management, Inc.
N/A—9,041-9,041-100%$520.9K———
Blackstone Inc.
N/A—9,039-9,039-100%$520.8K———
K.J. Harrison & Partners Inc
N/A—9,017-9,017-100%$519.6K———
Carmignac Gestion
N/A—9,014-9,014-100%$519.4K———
Dynamic Technology Lab Private Ltd
N/A—8,985-8,985-100%$518.0K———
Cornerstone Capital, Inc.
N/A—8,985-8,985-100%$517.7K———
Schonfeld Strategic Advisors LLC
N/A—8,937-8,937-100%$214.4K———
BBR Partners, LLC
N/A—8,889-8,889-100%$512.2K———
Everpar Advisors LLC
N/A—8,874-8,874-100%$511.3K———
Secured Retirement Advisors, LLC
N/A—8,833-8,833-100%$508.9K———
SIG Brokerage, LP
N/A—8,817-8,817-100%$508.0K———
Catalyst Funds Management Pty Ltd
N/A—8,782-8,782-100%$506.0K———
Checchi Capital Advisers, LLC
N/A—8,749-8,749-100%$504.1K———
Becker Capital Management Inc
N/A—8,742-8,742-100%$503.7K———
HighPoint Advisor Group LLC
N/A—8,741-8,741-100%$503.7K———
Picton Mahoney Asset Management
N/A—8,718-8,718-100%$502.3K———
Investor's Fiduciary Advisor Network, LLC
N/A—8,705-8,705-100%$501———
Defiance ETFs, LLC
N/A—8,698-8,698-100%$485.4K———
Cape COD Five Cents Savings Bank
N/A—8,643-8,643-100%$498.0K———
Keystone Financial Group
N/A—8,578-8,578-100%$494.3K———
Basepoint Wealth LLC
N/A—8,570-8,570-100%$493.8K———
Harvest Fund Management Co., Ltd
N/A—8,547-8,547-100%$492———
Ellevest, Inc.
N/A—8,540-8,540-100%$498.4K———
Summitry LLC
N/A—8,531-8,531-100%$491.6K———
Sprott Inc.
N/A—8,515-8,515-100%$490.6K———
NorthRock Partners, LLC
N/A—8,260-8,260-100%$475.9K———
Stance Capital LLC
N/A—8,240-8,240-100%$474.8K———
Bank OZK
N/A—8,232-8,232-100%$474.3K———
Van Diest Capital, LLC
N/A—8,230-8,230-100%$474.2K———
Schnieders Capital Management, Llc.
N/A—8,219-8,219-100%$473.6K———
Graybill Wealth Management, Ltd.
N/A—8,217-8,217-100%$473.5K———
Cambient Family Office, LLC
N/A—8,131-8,131-100%$468.5K———
IMA Advisory Services, Inc.
N/A—8,115-8,115-100%$467.6K———
Texas Yale Capital Corp.
N/A—8,050-8,050-100%$463.8K———
Heritage Trust Co
N/A—8,006-8,006-100%$461.3K———
Tradition Wealth Management, LLC
N/A—7,989-7,989-100%$460.3K———
Crewe Advisors LLC
N/A—7,950-7,950-100%$458.1K———
Westshore Wealth, LLC
N/A—7,885-7,885-100%$454.3K———
Widmann Financial Services, Inc.
N/A—7,881-7,881-100%$454.1K———
Sumitomo Life Insurance Co
N/A—7,851-7,851-100%$452.4K———
Warner Group LLC
N/A—7,836-7,836-100%$451.5K———
Colonial Trust Co / SC
N/A—7,794-7,794-100%$449.1K———
Venturi Wealth Management, LLC
N/A—7,650-7,650-100%$440.8K———
Engineers Gate Manager LP
N/A—7,620-7,620-100%$439.1K———
AlphaGrep UK Ltd
N/A—7,606-7,606-100%$438.3K———
Chilton Investment Co Inc.
N/A—7,562-7,562-100%$435.7K———
Crawford Investment Counsel Inc
N/A—7,470-7,470-100%$430.4K———
Northstar Group, Inc.
N/A—7,442-7,442-100%$428.8K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—7,335-7,335-100%$422.6K———
Saranac Partners Ltd
N/A—7,311-7,311-100%$421.3K———
Maridea Wealth Management LLC
N/A—7,309-7,309-100%$421.1K———
Trustco Bank Corp N Y
N/A—7,300-7,300-100%$420.6K———
Allred Capital Management, LLC
N/A—7,287-7,287-100%$419.9K———
Bridgewater Advisors Inc.
N/A—7,286-7,286-100%$460.5K———
Kera Capital Partners, Inc.
N/A—7,279-7,279-100%$419.4K———
Causey Wealth LLC
N/A—7,262-7,262-100%$418.4K———
Brooks, Moore & Associates, Inc.
N/A—7,207-7,207-100%$415.3K———
McLaughlin Asset Management, Inc.
N/A—7,176-7,176-100%$413.5K———
North Star Asset Management Inc
N/A—7,161-7,161-100%$412.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,151-7,151-100%$412.1K———
Townsquare Capital LLC
N/A—7,107-7,107-100%$409.5K———
Group One Trading LLC
N/A—7,041-7,041-100%$405.7K———
Caldwell Sutter Capital, Inc.
N/A—7,036-7,036-100%$405.4K———
Severin Investments, LLC
N/A—7,029-7,029-100%$405.0K———
Mosaic Family Wealth Partners, LLC
N/A—7,008-7,008-100%$403.8K———
Duncan Williams Asset Management, LLC
N/A—6,988-6,988-100%$402.6K———
Novare Capital Management LLC
N/A—6,865-6,865-100%$395.6K———
King Wealth Management Group
N/A—6,843-6,843-100%$394———
Kintra Wealth, LLC
N/A—6,821-6,821-100%$441.0K———
Empower Advisory Group, LLC
N/A—6,799-6,799-100%$391.7K———
Resurgent Financial Advisors LLC
N/A—6,796-6,796-100%$391.6K———
Headinvest, LLC
N/A—6,791-6,791-100%$391.3K———
FourThought Financial Partners, LLC
N/A—6,683-6,683-100%$385.1K———
Boston Research & Management Inc
N/A—6,660-6,660-100%$383.8K———
CNB Bank
N/A—6,647-6,647-100%$383.0K———
XTX Topco Ltd
N/A—6,627-6,627-100%$381.8K———
Roundview Capital LLC
N/A—6,618-6,618-100%$381.3K———
OneAscent Investment Solutions LLC
N/A—6,609-6,609-100%$380.8K———
Polymer Capital Management (US) LLC
N/A—6,585-6,585-100%$379.4K———
Broadwater Capital Management LLC
N/A—6,545-6,545-100%$377.1K———
Advisory Alpha, LLC
N/A—6,527-6,527-100%$376.1K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—6,519-6,519-100%$375.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—6,513-6,513-100%$375.3K———
Verition Fund Management LLC
N/A—6,487-6,487-100%$373.8K———
Fort Point Capital Partners LLC
N/A—6,458-6,458-100%$372.1K———
Storen Legacy Partners, LLC
N/A—6,451-6,451-100%$371.7K———
Main Street Financial Solutions, LLC
N/A—6,448-6,448-100%$371.5K———
Khazanah Nasional Berhad
N/A—6,440-6,440-100%$371.1K———
Chesapeake Wealth Management
N/A—6,265-6,265-100%$361.0K———
Professional Financial Solutions LLC
N/A—6,243-6,243-100%$359.7K———
Proficio Capital Partners LLC
N/A—6,240-6,240-100%$359.5K———
SGL Investment Advisors, Inc.
N/A—6,206-6,206-100%$402.4K———
Rexford Capital Inc
N/A—6,206-6,206-100%$357.6K———
Alta Wealth Advisors LLC
N/A—6,179-6,179-100%$356.0K———
Shufro Rose & Co LLC
N/A—6,140-6,140-100%$353.8K———
Fukoku Mutual Life Insurance Co
N/A—6,082-6,082-100%$350.4K———
Wealthquest Corp
N/A—6,075-6,075-100%$350.0K———
Cary Street Partners Investment Advisory LLC
N/A—6,072-6,072-100%$349.9K———
FSB Premier Wealth Management, Inc.
N/A—6,061-6,061-100%$349.2K———
Dearborn Partners LLC
N/A—6,050-6,050-100%$348.6K———
Ironwood Investment Management LLC
N/A—6,047-6,047-100%$348.4K———
Evelyn Partners Group Ltd
N/A—6,031-6,031-100%$347.5K———
Cozad Asset Management Inc
N/A—6,019-6,019-100%$346.8K———
Cohen & Steers, Inc.
N/A—6,000-6,000-100%$346———
Innovative Asset Advisors Group, LLC
N/A—5,985-5,985-100%$344.9K———
Kapstone Financial Advisors LLC
N/A—5,977-5,977-100%$344.4K———
SHP Wealth Management
N/A—5,964-5,964-100%$343.6K———
Basecamp Wealth Advisors LLC
N/A—5,962-5,962-100%$343.5K———
OneAscent Wealth Management LLC
N/A—5,943-5,943-100%$342.4K———
Mcguire Capital Advisors Inc
N/A—5,889-5,889-100%$339.3K———
Silvant Capital Management LLC
N/A—5,887-5,887-100%$339.2K———
Tilson Financial Group, Inc.
N/A—5,868-5,868-100%$338.1K———
Zuckerman Investment Group, LLC
N/A—5,844-5,844-100%$336.7K———
Polar Asset Management Partners Inc.
N/A—5,827-5,827-100%$335.8K———
Continuum Advisory, LLC
N/A—5,810-5,810-100%$334.8K———
Chancellor Financial Group WB LP
N/A—5,792-5,792-100%$333.7K———
Iron Gate Global Advisors LLC
N/A—5,760-5,760-100%$331.9K———
Lbmc Investment Advisors, LLC
N/A—5,755-5,755-100%$331.6K———
Ranch Capital Advisors Inc.
N/A—5,727-5,727-100%$330.0K———
River Wealth Advisors LLC
N/A—5,718-5,718-100%$329.5K———
Northwest Bancshares, Inc.
N/A—5,700-5,700-100%$328.4K———
Atalanta Sosnoff Capital, LLC
N/A—5,696-5,696-100%$328.2K———
Quarry LP
N/A—5,660-5,660-100%$326.1K———
Hutchinson Capital Management
N/A—5,647-5,647-100%$325.4K———
MJP Associates Inc
N/A—5,583-5,583-100%$321.7K———
Cyber Hornet ETFs LLC
N/A—5,565-5,565-100%$320.7K———
Alan B Lancz & Associates, Inc.
N/A—5,550-5,550-100%$319.8K———
Intesa Sanpaolo S.p.A.
N/A—5,519-5,519-100%$318.0K———
Naviter Wealth, LLC
N/A—5,476-5,476-100%$315.5K———
Walter & Keenan Wealth Management LLC
N/A—5,457-5,457-100%$314.4K———
One Wealth Advisors, LLC
N/A—5,444-5,444-100%$313.7K———
Orleans Capital Management Corp
N/A—5,436-5,436-100%$313.2K———
Optas, LLC
N/A—5,433-5,433-100%$313.1K———
Davis R M Inc
N/A—5,425-5,425-100%$312.6K———
PCM Encore, LLC
N/A—5,425-5,425-100%$312.6K———
Dash Acquisitions Inc.
N/A—5,425-5,425-100%$345.6K———
Whalerock Point Partners, LLC
N/A—5,424-5,424-100%$312.5K———
MTM Financial Group, LLC
N/A—5,390-5,390-100%$310.6K———
Safeguard Investment Advisory Group, LLC
N/A—5,380-5,380-100%$310.0K———
Marble Wealth, LLC
N/A—5,356-5,356-100%$308.6K———
Howe & Rusling Inc
N/A—5,350-5,350-100%$308.3K———
Fielder Capital Group LLC
N/A—5,332-5,332-100%$307.2K———
Aberdeen Wealth Management LLC
N/A—5,329-5,329-100%$307.1K———
Aegis Wealth Management LLC
N/A—5,321-5,321-100%$306.6K———
Tudor Financial Inc.
N/A—5,318-5,318-100%$306.4K———
Portland Global Advisors LLC
N/A—5,294-5,294-100%$305.0K———
One Capital Management, LLC
N/A—5,291-5,291-100%$320.9K———
Main Street Research LLC
N/A—5,252-5,252-100%$302.6K———
Calton & Associates, Inc.
N/A—5,244-5,244-100%$302.2K———
Beacon Bridge Wealth Partners, LLC
N/A—5,230-5,230-100%$301.4K———
Prostatis Group LLC
N/A—5,144-5,144-100%$296.4K———
Sterneck Capital Management, LLC
N/A—5,121-5,121-100%$295.1K———
Paradigm Capital Management Inc
N/A—5,100-5,100-100%$293.9K———
Ramirez Asset Management, Inc.
N/A—5,016-5,016-100%$289.0K———
Morse Asset Management, Inc
N/A—5,000-5,000-100%$288.1K———
Lcnb Corp
N/A—4,990-4,990-100%$287.5K———
Stratos Investment Management, LLC
N/A—4,978-4,978-100%$286.9K———
Oxford Financial Group, Ltd. LLC
N/A—4,959-4,959-100%$285.7K———
Strategic Wealth Partners, Ltd.
N/A—4,957-4,957-100%$285.6K———
DF Dent & Co Inc
N/A—4,910-4,910-100%$282.9K———
Millstone Evans Group, LLC
N/A—4,883-4,883-100%$281.3K———
Blalock Williams, LLC
N/A—4,853-4,853-100%$279.6K———
One Charles Private Wealth Services, LLC
N/A—4,849-4,849-100%$279.4K———
Motco
N/A—4,818-4,818-100%$277.6K———
Brave Asset Management Inc
N/A—4,800-4,800-100%$276.6K———
Fund Advisors of America Inc
N/A—4,786-4,786-100%$275.8K———
Twin Lakes Capital Management, LLC
N/A—4,781-4,781-100%$275.5K———
Z3 Capital Partners, LLC
N/A—4,780-4,780-100%$275.4K———
Perennial Investment Advisors, LLC
N/A—4,765-4,765-100%$274.5K———
Sfmg, LLC
N/A—4,723-4,723-100%$272.1K———
Gateway Wealth Partners, LLC
N/A—4,713-4,713-100%$271.5K———
Frisch Financial Group, Inc.
N/A—4,711-4,711-100%$271.5K———
Guardian Wealth Advisors, LLC / NC
N/A—4,660-4,660-100%$268.5K———
LRI Investments, LLC
N/A—4,655-4,655-100%$268.2K———
Glen Eagle Advisors, LLC
N/A—4,641-4,641-100%$267.4K———
Lathrop Investment Management Co
N/A—4,601-4,601-100%$265———
Wayfinding Financial, LLC
N/A—4,563-4,563-100%$262.0K———
USA Financial Formulas
N/A—4,554-4,554-100%$262.4K———
Two Sigma Securities, LLC
N/A—4,550-4,550-100%$262.2K———
TRB Wealth Management, LLC
N/A—4,542-4,542-100%$261.7K———
New World Advisors LLC
N/A—4,527-4,527-100%$260.8K———
Ironwood Investment Counsel, LLC
N/A—4,500-4,500-100%$259.3K———
TFR Capital, Llc.
N/A—4,481-4,481-100%$258.2K———
Camelot Portfolios, LLC
N/A—4,465-4,465-100%$257.3K———
VeraBank, N.A.
N/A—4,429-4,429-100%$255.2K———
Element Wealth, LLC
N/A—4,427-4,427-100%$255.1K———
CoreFirst Bank & Trust
N/A—4,427-4,427-100%$255.1K———
Faithward Advisors, LLC
N/A—4,415-4,415-100%$254.4K———
Wallace Advisory Group, LLC
N/A—4,415-4,415-100%$254.4K———
Bellevue Asset Management, LLC
N/A—4,400-4,400-100%$253.5K———
CSM Advisors, LLC
N/A—4,380-4,380-100%$252.0K———
Pettyjohn, Wood & White, Inc
N/A—4,373-4,373-100%$252.0K———
BW Gestao de Investimentos Ltda.
N/A—4,350-4,350-100%$250.6K———
Paces Ferry Wealth Advisors, LLC
N/A—4,345-4,345-100%$250.4K———
OneAscent Family Office, LLC
N/A—4,344-4,344-100%$250.3K———
FLC Capital Advisors
N/A—4,341-4,341-100%$250.1K———
Lifeworks Advisors, LLC
N/A—4,328-4,328-100%$249.4K———
Liberty Wealth Management LLC
N/A—4,286-4,286-100%$259.9K———
Zhang Financial LLC
N/A—4,269-4,269-100%$246.0K———
Westbourne Investments, Inc.
N/A—4,256-4,256-100%$245.2K———
Wimmer Associates 1, LLC
N/A—4,250-4,250-100%$244.9K———
Mission Creek Capital Partners, Inc.
N/A—4,250-4,250-100%$244.9K———
Cofg Advisors, LLC
N/A—4,247-4,247-100%$244.7K———
Kickstand Ventures, Llc.
N/A—4,240-4,240-100%$244.3K———
Crews Bank & Trust
N/A—4,221-4,221-100%$243.2K———
Hurricane Capital Advisors LLC
N/A—4,200-4,200-100%$242.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—4,180-4,180-100%$240.9K———
First National Bank of Omaha
N/A—4,165-4,165-100%$243.9K———
Magnolia Capital Advisors LLC
N/A—4,160-4,160-100%$239.7K———
Kidder Stephen W
N/A—4,100-4,100-100%$236.2K———
Greenwich Wealth Management LLC
N/A—4,071-4,071-100%$235———
Fi3 Financial Advisors, LLC
N/A—4,064-4,064-100%$269.9K———
Snowwater Investment Partners, LLC
N/A—4,000-4,000-100%$230.5K———
Moment Partners, LLC
N/A—4,000-4,000-100%$230.5K———
SOA Wealth Advisors, Llc.
N/A—3,984-3,984-100%$229.5K———
Delta Investment Management, LLC
N/A—3,982-3,982-100%$229.4K———
Wealth Management Associates, Inc.
N/A—3,965-3,965-100%$228.5K———
Tiemann Investment Advisors, LLC
N/A—3,961-3,961-100%$228.2K———
Resolute Wealth Strategies, LLC
N/A—3,952-3,952-100%$227.7K———
Bluefin Capital Management, LLC
N/A—3,950-3,950-100%$227.6K———
Sandy Cove Advisors, LLC
N/A—3,932-3,932-100%$226.6K———
Barnes Wealth Management Group, Inc
N/A—3,931-3,931-100%$226.5K———
Prosperity Bancshares Inc
N/A—3,927-3,927-100%$226.3K———
Atlas Wealth LLC
N/A—3,915-3,915-100%$225.6K———
Omnia Family Wealth, LLC
N/A—3,907-3,907-100%$225.1K———
Granite Harbor Advisors, Inc.
N/A—3,887-3,887-100%$224.0K———
Somerville Kurt F
N/A—3,875-3,875-100%$223.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,873-3,873-100%$223.2K———
American Trust Investment Advisors, LLC
N/A—3,855-3,855-100%$222.1K———
BlackDiamond Wealth Management, LLC
N/A—3,852-3,852-100%$249.8K———
Chase Investment Counsel Corp
N/A—3,838-3,838-100%$221———
Caitlin John, LLC
N/A—3,822-3,822-100%$220.2K———
Berger Financial Group, Inc
N/A—3,784-3,784-100%$218.1K———
Vantus Wealth LLC
N/A—3,760-3,760-100%$216.7K———
Vistica Wealth Advisors, LLC
N/A—3,731-3,731-100%$215.0K———
Seneca House Advisors
N/A—3,730-3,730-100%$214.9K———
Skba Capital Management LLC
N/A—3,700-3,700-100%$213.2K———
Reliant Investment Partners, LLC
N/A—3,671-3,671-100%$211.5K———
Wealth Advisors of Iowa, LLC
N/A—3,640-3,640-100%$209.7K———
Alongside, LLC
N/A—3,637-3,637-100%$209.6K———
49 Wealth Management, LLC
N/A—3,637-3,637-100%$209.6K———
Florida Financial Advisors, LLC
N/A—3,617-3,617-100%$208.5K———
Astoria Portfolio Advisors Llc.
N/A—3,611-3,611-100%$208.1K———
Doheny Asset Management
N/A—3,600-3,600-100%$207.0K———
CTC Alternative Strategies, Ltd.
N/A—3,600-3,600-100%$207.4K———
Kiley Juergens Wealth Management, LLC
N/A—3,561-3,561-100%$205.2K———
Ethos Financial Group, LLC
N/A—3,559-3,559-100%$227.1K———
Round Rock Advisors LLC
N/A—3,538-3,538-100%$203.9K———
Aureus Asset Management, LLC
N/A—3,535-3,535-100%$203.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—3,529-3,529-100%$203.3K———
EntryPoint Capital, LLC
N/A—3,499-3,499-100%$201.6K———
Valtrion Capital Management, LLC
N/A—3,476-3,476-100%$200.3K———
Colonial Trust Advisors
N/A—3,467-3,467-100%$199.8K———
Boreal Capital Management LLC
N/A—3,385-3,385-100%$195.0K———
Keating Financial Advisory Services, Inc.
N/A—3,379-3,379-100%$194.7K———
Horizon Bancorp Inc
N/A—3,365-3,365-100%$194.0K———
Tradewinds, Llc.
N/A—3,205-3,205-100%$480.4K———
Mark Sheptoff Financial Planning, LLC
N/A—3,000-3,000-100%$172.9K———
Quent Capital, LLC
N/A—2,881-2,881-100%$166.0K———
HFM Investment Advisors, LLC
N/A—2,813-2,813-100%$162.1K———
Steigerwald, Gordon & Koch Inc.
N/A—2,792-2,792-100%$160.9K———
Strive Financial Group,LLC
N/A—2,788-2,788-100%$160.7K———
Fiduciary Financial Advisors
N/A—2,749-2,749-100%$158.2K———
BOK Financial Private Wealth, Inc.
N/A—2,482-2,482-100%$143.0K———
S&T Bank
N/A—2,458-2,458-100%$141.6K———
Allied Private Wealth LLC
N/A—2,399-2,399-100%$138.0K———
Vanguard National Trust Co
N/A—2,369-2,369-100%$136.5K———
Bogart Wealth, LLC
N/A—2,344-2,344-100%$135.0K———
Optiver Holding B.V.
N/A—2,302-2,302-100%$132.6K———
Tiaa Trust, National Association
N/A—2,233-2,233-100%$128.7K———
Cheviot Value Management, LLC
N/A—2,125-2,125-100%$122.4K———
Strategic Investment Advisors / MI
N/A—2,088-2,088-100%$120.3K———
Medallion Wealth Advisors, LLC
N/A—2,084-2,084-100%$120.1K———
Strategic Investment Solutions, Inc.
N/A—2,031-2,031-100%$117.0K———
Knott David M Jr
N/A—2,000-2,000-100%$115.2K———
Dunhill Financial, LLC
N/A—1,889-1,889-100%$108.8K———
Tanglewood Legacy Advisors, LLC
N/A—1,868-1,868-100%$107.6K———
Greykasell Wealth Strategies, Inc.
N/A—1,848-1,848-100%$106.5K———
Bravera Wealth
N/A—1,825-1,825-100%$105.2K———
Board of the Pension Protection Fund
N/A—1,800-1,800-100%$103.7K———
N.E.W. Advisory Services LLC
N/A—1,766-1,766-100%$101.7K———
Beaird Harris Wealth Management, LLC
N/A—1,607-1,607-100%$92.6K———
Battery Global Advisors, LLC
N/A—1,436-1,436-100%$82.7K———
Miller Capital Partners, Inc.
N/A—1,435-1,435-100%$82.7K———
GW&K Investment Management, LLC
N/A—1,420-1,420-100%$82———
Bruce G. Allen Investments, LLC
N/A—1,393-1,393-100%$80.3K———
Ogorek Anthony Joseph
N/A—1,392-1,392-100%$80.0K———
Capula Management Ltd
N/A—1,373-1,373-100%$79.1K———
Nalls Sherbakoff Group, LLC
N/A—1,341-1,341-100%$77.3K———
Proffitt & Goodson Inc
N/A—1,330-1,330-100%$76.6K———
Orion Capital Management LLC
N/A—1,300-1,300-100%$74.9K———
Bank of the Bluegrass & Trust Co.
N/A—1,299-1,299-100%$81.1K———
Riverview Trust Co
N/A—1,254-1,254-100%$72.3K———
Heritage Wealth Advisors
N/A—1,250-1,250-100%$72.0K———
Bellevue Group AG
N/A—1,216-1,216-100%$70.1K———
Itau Unibanco Holding S.A.
N/A—1,215-1,215-100%$70.0K———
Tacita Capital Inc
N/A—1,198-1,198-100%$69.0K———
Osbon Capital Management LLC
N/A—1,194-1,194-100%$68.8K———
HHM Wealth Advisors, LLC
N/A—1,183-1,183-100%$68.2K———
Tidemark, LLC
N/A—1,152-1,152-100%$66.4K———
Silicon Valley Capital Partners
N/A—1,130-1,130-100%$65.1K———
JPL Wealth Management, LLC
N/A—1,119-1,119-100%$64.5K———
Raffa Wealth Management, LLC
N/A—1,069-1,069-100%$61.6K———
VSM Wealth Advisory, LLC
N/A—1,039-1,039-100%$59.8K———
Security National Bank of SO DAK
N/A—1,020-1,020-100%$58.8K———
Sachetta, LLC
N/A—994-994-100%$57.2K———
Godfrey Financial Associates, Inc.
N/A—988-988-100%$56.9K———
Chesapeake Asset Management LLC
N/A—972-972-100%$56.0K———
Banque Transatlantique SA
N/A—920-920-100%$53.0K———
Roble, Belko & Company, Inc
N/A—919-919-100%$53———
Security National Bank of Sioux City Iowa
N/A—894-894-100%$51.5K———
Frazier Financial Advisors, LLC
N/A—883-883-100%$50.9K———
Westfuller Advisors, LLC
N/A—874-874-100%$50.3K———
HighMark Wealth Management LLC
N/A—863-863-100%$49.7K———
Kemnay Advisory Services Inc.
N/A—862-862-100%$49.7K———
PlanVest Financial, Inc
N/A—852-852-100%$49.1K———
Highland Investment Advisors LLC
N/A—770-770-100%$44.4K———
Penserra Capital Management LLC
N/A—754-754-100%$43.0K———
Kerr Financial Planning Corp
N/A—728-728-100%$41.9K———
ESL Trust Services, LLC
N/A—700-700-100%$40.3K———
Rialto Wealth Management, LLC
N/A—684-684-100%$39.4K———
Core Alternative Capital
N/A—620-620-100%$35.7K———
Westend Capital Management, LLC
N/A—611-611-100%$35.2K———
Kilter Group LLC
N/A—605-605-100%$34.9K———
KEB Asset Management, LLC
N/A—600-600-100%$34.6K———
Dogwood Wealth Management LLC
N/A—597-597-100%$34.4K———
Groupe la Francaise
N/A—590-590-100%$33.4K———
Darwin Wealth Management, LLC
N/A—569-569-100%$32.8K———
Avalon Trust Co
N/A—521-521-100%$30.0K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—507-507-100%$29.2K———
Operose Advisors LLC
N/A—500-500-100%$28.8K———
Davis Asset Management, L.P.
N/A—460-460-100%$26.5K———
Pinney & Scofield, Inc.
N/A—450-450-100%$25.9K———
MidFirst Bank
N/A—443-443-100%$25.5K———
Wellington-Altus USA Inc.
N/A—435-435-100%$26.4K———
1015 Capital Partners, LLC
N/A—418-418-100%$24.1K———
Tripletail Wealth Management, LLC
N/A—376-376-100%$21.9K———
Atomic Invest LLC
N/A—375-375-100%$22.0K———
Lavaca Capital LLC
N/A—370-370-100%$21.3K———
Migdal Insurance & Financial Holdings Ltd.
N/A—343-343-100%$19.8K———
Cetera Trust Company, N.a
N/A—330-330-100%$19.0K———
Fourth Dimension Wealth, LLC
N/A—323-323-100%$18.6K———
Corsicana & Co.
N/A—310-310-100%$17.9K———
Cornerstone Financial Management LLC
N/A—294-294-100%$16.9K———
Forum Finance Group S.A.
N/A—210-210-100%$10———
Vision Retirement, LLC
N/A—209-209-100%$12.1K———
1 North Wealth Services LLC
N/A—180-180-100%$10.4K———
Toews Corp
N/A—172-172-100%$9.9K———
Synergy Investment Management, LLC
N/A—166-166-100%$10.5K———
Hollencrest Capital Management
N/A—153-153-100%$8.8K———
Swan Capital LLC
N/A—148-148-100%$8.5K———
Financial Avengers, Inc.
N/A—141-141-100%$8.1K———
Financial Gravity Companies, Inc.
N/A—137-137-100%$7.9K———
Hamrick Investment Counsel, llc
N/A—135-135-100%$7.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—119-119-100%$6.9K———
Altshuler Shaham Ltd
N/A—112-112-100%$6.5K———
Napier Financial, LLC
N/A—103-103-100%$5.9K———
VPR Management LLC
N/A—100-100-100%$5.8K———
MRP Capital Investments, LLC
N/A—58-58-100%$3.3K———
Persistent Asset Partners Ltd
N/A—50-50-100%$2.9K———
Luminist Capital LLC
N/A—47-47-100%$2.7K———
C M Bidwell & Associates LTD
N/A—42-42-100%$2.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—40-40-100%$2.3K———
Oakmont Advisory Group, LLC
N/A—39-39-100%$2.3K———
WealthCollab, LLC
N/A—37-37-100%$2.1K———
Game Plan Financial Advisors, LLC
N/A—30-30-100%$1.7K———
TD Capital Management LLC
N/A—30-30-100%$1.7K———
Seneschal Advisors, LLC
N/A—24-24-100%$1.4K———
Mpwm Advisory Solutions, LLC
N/A—20-20-100%$1.2K———
PIN OAK Investment Advisors Inc
N/A—16-16-100%$1———
Philadelphia Investment Partners, LLC
N/A—13-13-100%$749———
Ross\johnson & Associates LLC
N/A—10-10-100%$576———
FWL Investment Management, LLC
N/A—10-10-100%$576———
Delta Accumulation, LLC
N/A—2-2-100%$115———
Cordant, Inc.
N/A—2-2-100%$122———
Minot DeBlois Advisors LLC
N/A—1-1-100%$46———
Financial Life Planners
N/A—1-1-100%$33———
Showing 2663 of 2663 institutions