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British American TOB (BMTA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mondrian Investment Partners LTD
INCREASED
Shares4,357,616 from 3,682,956
Change+674,660 (+18%)
Value$237.1M (+$9.6M)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares1,535,601 from 28,767
Change+1,506,834 (+5238%)
Value$83.5K (-$1.7M)
Filed 2026-11-05
Bahl & Gaynor LLC
DECREASED
Shares1,400,941 from 1,408,261
Change-7,320 (-1%)
Value$76.2M (-$10.8M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares1,320,413 from 753,029
Change+567,384 (+75%)
Value$71.8M (+$25.3M)
Filed 2026-11-04
ABC Arbitrage SA
INCREASED
Shares1,282,238 from 731,156
Change+551,082 (+75%)
Value$69.8M (+$24.6M)
Filed 2026-10-23
Euro Pacific Asset Management, LLC
INCREASED
Shares722,881 from 649,046
Change+73,835 (+11%)
Value$39.3M (+$39.2M)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares679,288 from 667,907
Change+11,381 (+2%)
Value$37.0M (-$4.3M)
Filed 2026-10-21
Todd Asset Management LLC
DECREASED
Shares661,289 from 815,141
Change-153,852 (-19%)
Value$36.0M (-$14.4M)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares465,709 from 470,822
Change-5,113 (-1%)
Value$25.3M (-$3.7M)
Filed 2026-10-30
Cambiar Investors LLC
NEW
Shares409,170
Change+409,170
Value$22.3M
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares380,429 from 345,804
Change+34,625 (+10%)
Value$20.7M (-$661.6K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
INCREASED
Shares364,203 from 303,064
Change+61,139 (+20%)
Value$19.8M (+$1.1M)
Filed 2026-10-27
Adams Asset Advisors, LLC
UNCHANGED
Shares343,016 from 343,016
Change0 (0%)
Value$18.7M (-$2.5M)
Filed 2026-10-08
Factory Mutual Insurance Co
INCREASED
Shares327,595 from 224,795
Change+102,800 (+46%)
Value$17.8M (+$3.9M)
Filed 2026-10-30
Viking Fund Management LLC
INCREASED
Shares290,000 from 230,000
Change+60,000 (+26%)
Value$15.8M (+$1.6M)
Filed 2026-10-14
Creative Planning
DECREASED
Shares280,862 from 284,021
Change-3,159 (-1%)
Value$15.3M (-$2.3M)
Filed 2026-11-02
Capricorn Fund Managers Ltd
DECREASED
Shares280,000 from 435,252
Change-155,252 (-36%)
Value$15.2M (-$11.6M)
Filed 2026-11-03
Investment Management Associates Inc
DECREASED
Shares268,996 from 272,457
Change-3,461 (-1%)
Value$14.6M (-$2.2M)
Filed 2026-10-29
GW Henssler & Associates LTD
INCREASED
Shares267,315 from 266,580
Change+735 (+0%)
Value$14.5M (-$1.9M)
Filed 2026-10-26
SBI Securities Co., Ltd.
DECREASED
Shares257,336 from 260,921
Change-3,585 (-1%)
Value$14.0M (-$2.1M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares252,431 from 252,627
Change-196 (0%)
Value$13.7M (-$1.9M)
Filed 2026-11-02
Altrius Capital Management Inc
INCREASED
Shares194,112 from 174,404
Change+19,708 (+11%)
Value$10.6M (-$211.5K)
Filed 2026-11-05
Dupree Financial Group, LLC
INCREASED
Shares173,790 from 168,816
Change+4,974 (+3%)
Value$9.5M (-$971.9K)
Filed 2026-10-09
Moran Wealth Management, LLC
INCREASED
Shares172,851 from 160,852
Change+11,999 (+7%)
Value$9.4M (-$531.1K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares167,959 from 146,338
Change+21,621 (+15%)
Value$9.1M (+$99.1K)
Filed 2026-10-15
Transmarket Holdings LP
NEW
Shares165,036
Change+165,036
Value$9.0M
Filed 2026-10-27
Keystone Financial Planning, Inc.
DECREASED
Shares163,906 from 165,273
Change-1,367 (-1%)
Value$8.9M (-$1.3M)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares154,348 from 1,554,525
Change-1,400,177 (-90%)
Value$8.4M (-$87.6M)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares150,500 from 139,813
Change+10,687 (+8%)
Value$8.2M (-$447.7K)
Filed 2026-10-14
Savoir Faire Capital Management, L.P.
DECREASED
Shares148,095 from 162,691
Change-14,596 (-9%)
Value$8.1M (-$2.0M)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares138,525 from 142,646
Change-4,121 (-3%)
Value$7.5M (-$1.3M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares136,475 from 134,195
Change+2,280 (+2%)
Value$7.4K (-$8.3M)
Filed 2026-11-02
TD Private Client Wealth LLC
INCREASED
Shares134,072 from 133,095
Change+977 (+1%)
Value$7.3M (-$926.4K)
Filed 2026-10-28
Kennon-Green & Company, LLC
DECREASED
Shares129,847 from 137,568
Change-7,721 (-6%)
Value$7.1M (-$1.4M)
Filed 2026-10-05
Inlet Private Wealth, LLC
UNCHANGED
Shares126,318 from 126,318
Change0 (0%)
Value$6.9M (-$929.7K)
Filed 2026-10-21
Poehling Capital Management, Inc.
INCREASED
Shares119,767 from 119,094
Change+673 (+1%)
Value$6.5M (-$839.9K)
Filed 2026-10-20
Philip James Wealth Mangement, LLC
DECREASED
Shares118,928 from 127,523
Change-8,595 (-7%)
Value$6.5M (-$1.4M)
Filed 2026-10-27
CWA Asset Management Group, LLC
INCREASED
Shares116,920 from 71,243
Change+45,677 (+64%)
Value$6.4M (+$2.0M)
Filed 2026-10-19
TD Waterhouse Canada Inc.
INCREASED
Shares114,652 from 94,068
Change+20,584 (+22%)
Value$6.1M (+$402.4K)
Filed 2026-10-16
Butensky & Cohen Financial Security, Inc
INCREASED
Shares114,368 from 113,888
Change+480 (+0%)
Value$6.2M (-$812.1K)
Filed 2026-10-13
TrueMark Investments, LLC
DECREASED
Shares104,907 from 258,128
Change-153,221 (-59%)
Value$5.7M (-$10.2M)
Filed 2026-11-05
Hennessy Advisors Inc
UNCHANGED
Shares102,700 from 102,700
Change0 (0%)
Value$5.6M (-$755.9K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares91,739 from 97,321
Change-5,582 (-6%)
Value$5.1M (-$756.1K)
Filed 2026-10-13
CIBC Asset Management Inc
DECREASED
Shares89,876 from 90,315
Change-439 (0%)
Value$4.9M (-$688.6K)
Filed 2026-11-05
Carota Wealth Management
NEW
Shares89,807
Change+89,807
Value$4.9M
Filed 2026-11-03
Gateway Investment Advisers LLC
DECREASED
Shares89,797 from 187,068
Change-97,271 (-52%)
Value$4.9M (-$6.7M)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares88,428 from 82,217
Change+6,211 (+8%)
Value$4.8M (-$267.2K)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares86,739 from 86,186
Change+553 (+1%)
Value$4.7M (-$604.3K)
Filed 2026-11-05
First Bank & Trust
DECREASED
Shares78,048 from 78,564
Change-516 (-1%)
Value$4.2M (-$606.3K)
Filed 2026-10-19
Vise Technologies, Inc.
DECREASED
Shares78,015 from 136,251
Change-58,236 (-43%)
Value$4.2M (-$4.2M)
Filed 2026-10-29
Pekin Hardy Strauss, Inc.
DECREASED
Shares75,996 from 76,120
Change-124 (0%)
Value$4.1M (-$567.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares75,020 from 59,249
Change+15,771 (+27%)
Value$4.1M (+$421.9K)
Filed 2026-11-02
LFG Wealth Partners, LLC
INCREASED
Shares74,256 from 62,728
Change+11,528 (+18%)
Value$4.0M (+$165.4K)
Filed 2026-10-28
Orca Wealth Management, LLC
DECREASED
Shares69,728 from 69,776
Change-48 (0%)
Value$3.8M (-$516.2K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares69,601 from 59,955
Change+9,646 (+16%)
Value$3.8M (+$83.5K)
Filed 2026-11-05
Manske Wealth Management
INCREASED
Shares68,661 from 64,784
Change+3,877 (+6%)
Value$3.7M (-$265.9K)
Filed 2026-10-26
Park Avenue Securities LLC
DECREASED
Shares67,277 from 68,359
Change-1,082 (-2%)
Value$3.7K (-$4.2M)
Filed 2026-10-26
Quadrant Capital Group LLC
INCREASED
Shares62,124 from 61,214
Change+910 (+1%)
Value$3.5M (-$323.4K)
Filed 2026-10-20
HF Advisory Group, LLC
INCREASED
Shares60,282 from 55,111
Change+5,171 (+9%)
Value$3.3M (-$124.3K)
Filed 2026-10-09
Lifetime Wealth Management P.C.
DECREASED
Shares57,147 from 69,143
Change-11,996 (-17%)
Value$3.1M (-$1.2M)
Filed 2026-10-29
Meridian Investment Counsel Inc.
DECREASED
Shares56,850 from 57,653
Change-803 (-1%)
Value$3.1M (-$468.0K)
Filed 2026-10-14
Uncommon Cents Investing Inc
INCREASED
Shares56,777 from 56,690
Change+87 (+0%)
Value$3.1M (-$412.5K)
Filed 2026-10-20
Kathmere Capital Management, LLC
DECREASED
Shares55,730 from 57,938
Change-2,208 (-4%)
Value$3.0M (-$546.5K)
Filed 2026-10-20
CenterBook Partners LP
INCREASED
Shares54,673 from 42,560
Change+12,113 (+28%)
Value$3.0M (+$345.7K)
Filed 2026-11-02
Equitable Trust Co
INCREASED
Shares54,343 from 37,267
Change+17,076 (+46%)
Value$3.0M (+$654.6K)
Filed 2026-10-13
Signaturefd, LLC
DECREASED
Shares53,293 from 54,636
Change-1,343 (-2%)
Value$2.9M (-$475.2K)
Filed 2026-10-23
Cherokee Insurance Co
UNCHANGED
Shares53,176 from 53,176
Change0 (0%)
Value$2.9M (-$391.4K)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares50,339 from 4,416
Change+45,923 (+1040%)
Value$2.7M (+$2.5M)
Filed 2026-10-15
Citizens National Bank Trust Department
INCREASED
Shares48,353 from 41,143
Change+7,210 (+18%)
Value$2.6M (+$89.4K)
Filed 2026-11-04
ASO Group Ltd
INCREASED
Shares48,103 from 18,908
Change+29,195 (+154%)
Value$2.6K (-$1.2M)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares47,977 from 23,766
Change+24,211 (+102%)
Value$2.6M (+$1.1M)
Filed 2026-11-04
Eagle Global Advisors LLC
NEW
Shares47,671
Change+47,671
Value$2.6M
Filed 2026-11-02
Fulton Bank, N.A.
DECREASED
Shares47,114 from 47,680
Change-566 (-1%)
Value$2.6M (-$381.7K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
DECREASED
Shares46,578 from 48,252
Change-1,674 (-3%)
Value$2.5M (-$446.2K)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares46,272 from 41,600
Change+4,672 (+11%)
Value$2.7M (+$153.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares46,272 from 41,600
Change+4,672 (+11%)
Value$2.7M (+$153.7K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares45,970 from 39,238
Change+6,732 (+17%)
Value$2.5M (+$77.4K)
Filed 2026-10-28
Todd Wealth Management, LLC
DECREASED
Shares45,434 from 45,748
Change-314 (-1%)
Value$2.5M (-$353.8K)
Filed 2026-10-19
Range Financial Group LLC
INCREASED
Shares45,301 from 43,725
Change+1,576 (+4%)
Value$2.5M (-$236.1K)
Filed 2026-10-21
Townsend & Associates, Inc
DECREASED
Shares42,188 from 42,240
Change-52 (0%)
Value$2.5M (-$108.3K)
Filed 2026-10-23
Raleigh Capital Management Inc.
INCREASED
Shares41,762 from 40,671
Change+1,091 (+3%)
Value$2.3M (-$240.0K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares40,533 from 37,911
Change+2,622 (+7%)
Value$2.2M (-$140.0K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares40,354 from 36,337
Change+4,017 (+11%)
Value$2.2M (-$48.9K)
Filed 2026-10-30
AdvisorNet Financial, Inc
DECREASED
Shares40,194 from 40,910
Change-716 (-2%)
Value$2.3M (-$249.2K)
Filed 2026-10-15
Perpetual Ltd
INCREASED
Shares33,041 from 30,483
Change+2,558 (+8%)
Value$1.8M (-$85.2K)
Filed 2026-10-13
China Universal Asset Management Co., Ltd.
DECREASED
Shares32,347 from 36,947
Change-4,600 (-12%)
Value$1.8M (-$507.6K)
Filed 2026-10-28
Ativo Capital Management LLC
INCREASED
Shares32,339 from 32,322
Change+17 (+0%)
Value$1.8M (-$237.0K)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares32,256 from 29,586
Change+2,670 (+9%)
Value$1.8M (-$72.5K)
Filed 2026-10-26
Verdence Capital Advisors LLC
INCREASED
Shares32,073 from 31,622
Change+451 (+1%)
Value$1.7M (-$208.2K)
Filed 2026-10-26
Evergreen Capital Management LLC
DECREASED
Shares31,886 from 45,418
Change-13,532 (-30%)
Value$1.7M (-$1.1M)
Filed 2026-10-23
Souders Financial Advisors
DECREASED
Shares31,456 from 34,193
Change-2,737 (-8%)
Value$1.7M (-$400.5K)
Filed 2026-11-03
Compound Planning, Inc.
DECREASED
Shares31,333 from 37,179
Change-5,846 (-16%)
Value$1.7M (-$591.6K)
Filed 2026-11-05
J.Safra Asset Management Corp
INCREASED
Shares31,138 from 27,620
Change+3,518 (+13%)
Value$1.7M (-$11.9K)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares30,399 from 33,464
Change-3,065 (-9%)
Value$1.7M (-$413.1K)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED
Shares30,295 from 33,374
Change-3,079 (-9%)
Value$1.6M (-$413.1K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares30,125 from 22,048
Change+8,077 (+37%)
Value$1.6M (+$277.1K)
Filed 2026-10-23
Regions Financial Corp
INCREASED
Shares28,909 from 25,295
Change+3,614 (+14%)
Value$1.6M (+$10.4K)
Filed 2026-11-05
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares28,177 from 27,111
Change+1,066 (+4%)
Value$1.5M (-$141.6K)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares28,170 from 23,612
Change+4,558 (+19%)
Value$1.5M (+$74.2K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares27,213 from 26,425
Change+788 (+3%)
Value$1.5M (-$151.6K)
Filed 2026-10-22
Aaron Wealth Advisors LLC
INCREASED
Shares25,844 from 25,352
Change+492 (+2%)
Value$1.4M (-$159.8K)
Filed 2026-10-13
Obermeyer Wealth Partners
INCREASED
Shares25,626 from 25,475
Change+151 (+1%)
Value$1.4M (-$179.3K)
Filed 2026-10-21
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$1.4M (-$184.0K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares24,655 from 28,311
Change-3,656 (-13%)
Value$1.3M (-$407.2K)
Filed 2026-10-16
Aprio Wealth Management, LLC
INCREASED
Shares24,088 from 23,795
Change+293 (+1%)
Value$1.3M (-$159.2K)
Filed 2026-10-28
Simplex Trading, LLC
NEW
Shares23,707
Change+23,707
Value$1.3M
Filed 2026-11-04
Applied Capital LLC
INCREASED
Shares23,598 from 23,406
Change+192 (+1%)
Value$1.3M (-$161.8K)
Filed 2026-10-07
Access Investment Management LLC
INCREASED
Shares23,459 from 19,769
Change+3,690 (+19%)
Value$1.3M (+$55.2K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares23,166
Change+23,166
Value$1.3M
Filed 2026-10-30
Avantra Family Wealth, Inc.
INCREASED
Shares23,139 from 22,659
Change+480 (+2%)
Value$1.3M (-$140.7K)
Filed 2026-10-20
Ted Buchan & Co
INCREASED
Shares23,139 from 22,889
Change+250 (+1%)
Value$1.3M (-$154.9K)
Filed 2026-10-23
Pictet Asset Management Holding SA
UNCHANGED
Shares22,967 from 22,967
Change0 (0%)
Value$1.2M (-$169.0K)
Filed 2026-11-03
Retirement Guys Formula LLC
INCREASED
Shares22,825 from 21,910
Change+915 (+4%)
Value$1.2M (-$111.5K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
DECREASED
Shares22,195 from 22,882
Change-687 (-3%)
Value$1.2M (-$205.8K)
Filed 2026-10-22
Ceera Investments, LLC
DECREASED
Shares22,170 from 22,360
Change-190 (-1%)
Value$1.2M (-$174.9K)
Filed 2026-11-02
Ascent Group, LLC
DECREASED
Shares21,057 from 23,089
Change-2,032 (-9%)
Value$1.1M (-$280.5K)
Filed 2026-10-30
Greenleaf Trust
DECREASED
Shares20,961 from 22,635
Change-1,674 (-7%)
Value$1.1M (-$257.7K)
Filed 2026-10-29
Sanders Morris Harris LLC
NEW
Shares20,723
Change+20,723
Value$1.1M
Filed 2026-10-14
Fourpath Capital Management, LLC
DECREASED
Shares20,683 from 21,434
Change-751 (-3%)
Value$1.1M (-$198.6K)
Filed 2026-10-19
Nicholas Wealth, Llc.
INCREASED
Shares20,201 from 19,827
Change+374 (+2%)
Value$1.1M (-$125.6K)
Filed 2026-10-26
Sovran Advisors, LLC
INCREASED
Shares19,917 from 6,797
Change+13,120 (+193%)
Value$1.2M (+$792.8K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares19,690 from 19,409
Change+281 (+1%)
Value$1.1M (-$127.6K)
Filed 2026-10-16
Victory Financial Group, LLC
INCREASED
Shares19,343 from 10,449
Change+8,894 (+85%)
Value$1.1M (+$406.9K)
Filed 2026-10-27
Beacon Financial Advisory LLC
NEW
Shares18,982
Change+18,982
Value$1.0M
Filed 2026-10-16
Wespac Advisors, LLC
DECREASED
Shares18,814 from 19,630
Change-816 (-4%)
Value$1.0M (-$188.9K)
Filed 2026-10-26
Keybank National Association
DECREASED
Shares18,763 from 27,982
Change-9,219 (-33%)
Value$1.0M (-$707.5K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares18,739 from 16,904
Change+1,835 (+11%)
Value$1.0M (-$26.2K)
Filed 2026-10-08
San Luis Wealth Advisors LLC
INCREASED
Shares18,487 from 18,426
Change+61 (+0%)
Value$1.0M (-$132.3K)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
INCREASED
Shares17,972 from 17,122
Change+850 (+5%)
Value$977.7K (-$79.8K)
Filed 2026-10-23
Gibbs Wealth Management
INCREASED
Shares17,750 from 15,482
Change+2,268 (+15%)
Value$965.6K (+$9.4K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED
Shares17,286 from 18,109
Change-823 (-5%)
Value$940.4K (-$178.0K)
Filed 2026-10-23
Linden Thomas Advisory Services, LLC
INCREASED
Shares16,881 from 15,983
Change+898 (+6%)
Value$918.3K (-$68.8K)
Filed 2026-10-19
Michels Family Financial, LLC
DECREASED
Shares16,707 from 17,387
Change-680 (-4%)
Value$908.8K (-$165.0K)
Filed 2026-11-02
Finer Wealth Management, Inc.
UNCHANGED
Shares16,650 from 16,650
Change0 (0%)
Value$905.8K (-$122.5K)
Filed 2026-10-16
Key Client Fiduciary Advisors, LLC
INCREASED
Shares16,364 from 15,819
Change+545 (+3%)
Value$890.2K (-$86.8K)
Filed 2026-10-19
Plan Group Financial, LLC
DECREASED
Shares16,000 from 17,000
Change-1,000 (-6%)
Value$945.8K (-$104.2K)
Filed 2026-10-22
O'Brien Greene & Co. Inc
UNCHANGED
Shares15,943 from 15,943
Change0 (0%)
Value$867.3K (-$117.3K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares15,908
Change+15,908
Value$865.5K
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares15,846 from 7,923
Change+7,923 (+100%)
Value$862.0K (+$372.7K)
Filed 2026-10-19
Code Waechter LLC
DECREASED
Shares15,561 from 20,481
Change-4,920 (-24%)
Value$846.5K (-$418.4K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares15,520 from 11,524
Change+3,996 (+35%)
Value$844.3K (+$132.6K)
Filed 2026-10-27
Glenview Trust Co
DECREASED
Shares15,396 from 16,361
Change-965 (-6%)
Value$837.5K (-$172.9K)
Filed 2026-10-28
Parrish Capital LLC
INCREASED
Shares15,292 from 13,625
Change+1,667 (+12%)
Value$831.9K (-$9.6K)
Filed 2026-10-01
Frank, Rimerman Advisors LLC
DECREASED
Shares14,913 from 18,851
Change-3,938 (-21%)
Value$811.3K (-$353.0K)
Filed 2026-10-16
Indivisible Partners
INCREASED
Shares14,746 from 9,354
Change+5,392 (+58%)
Value$802.2K (+$224.5K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares14,374 from 10,417
Change+3,957 (+38%)
Value$781.9K (+$138.6K)
Filed 2026-10-29
Profund Advisors LLC
INCREASED
Shares14,033 from 12,523
Change+1,510 (+12%)
Value$763.4K (-$10.0K)
Filed 2026-10-29
Gamma Investing LLC
DECREASED
Shares13,983 from 14,672
Change-689 (-5%)
Value$760.7K (-$145.5K)
Filed 2026-10-08
Moody National Bank Trust Division
DECREASED
Shares13,724 from 15,497
Change-1,773 (-11%)
Value$746.6K (-$210.5K)
Filed 2026-10-06
Foster Victor Wealth Advisors, LLC
INCREASED
Shares13,556 from 11,778
Change+1,778 (+15%)
Value$793.2K (+$107.7K)
Filed 2026-10-21
Versant Capital Management, Inc
DECREASED
Shares13,516 from 14,404
Change-888 (-6%)
Value$735.3K (-$154.3K)
Filed 2026-10-02
Dynamic Advisor Solutions LLC
INCREASED
Shares13,479 from 9,943
Change+3,536 (+36%)
Value$733.2K (+$119.1K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares13,413 from 13,039
Change+374 (+3%)
Value$729.7K (-$75.6K)
Filed 2026-11-05
D'Orazio & Associates, Inc.
DECREASED
Shares13,272 from 13,406
Change-134 (-1%)
Value$722.0K (-$106.0K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares13,038 from 10,868
Change+2,170 (+20%)
Value$709.3K (+$38.1K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares12,942 from 13,309
Change-367 (-3%)
Value$704.1K (-$117.9K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares12,916 from 12,565
Change+351 (+3%)
Value$702.6K (-$73.4K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares12,799 from 11,924
Change+875 (+7%)
Value$696.3K (-$40.2K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares12,612 from 10,242
Change+2,370 (+23%)
Value$686.1K (+$53.5K)
Filed 2026-10-08
Procyon Advisors, LLC
DECREASED
Shares12,535 from 12,894
Change-359 (-3%)
Value$681.9K (-$114.4K)
Filed 2026-10-21
Keudell ison Wealth Management
DECREASED
Shares12,445 from 13,382
Change-937 (-7%)
Value$677.0K (-$149.5K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED
Shares12,317 from 14,805
Change-2,488 (-17%)
Value$670.1K (-$244.3K)
Filed 2026-10-08
Ethic Inc.
INCREASED
Shares12,288 from 9,213
Change+3,075 (+33%)
Value$668.5K (+$99.5K)
Filed 2026-11-03
May Hill Capital, LLC
DECREASED
Shares12,214 from 12,958
Change-744 (-6%)
Value$664.4K (-$135.9K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares12,050 from 24,172
Change-12,122 (-50%)
Value$655.5K (-$837.3K)
Filed 2026-10-16
Prospera Financial Services Inc
DECREASED
Shares11,664 from 18,700
Change-7,036 (-38%)
Value$717.7K (-$437.3K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED
Shares11,656 from 10,002
Change+1,654 (+17%)
Value$634.1K (+$16.4K)
Filed 2026-10-21
Titleist Asset Management, LLC
DECREASED
Shares11,615 from 12,575
Change-960 (-8%)
Value$631.9K (-$144.8K)
Filed 2026-10-08
Lantz Financial LLC
DECREASED
Shares11,470 from 11,628
Change-158 (-1%)
Value$624.0K (-$94.2K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares11,286 from 5,793
Change+5,493 (+95%)
Value$614.0K (+$256.2K)
Filed 2026-11-05
Bank & Trust Co
INCREASED
Shares11,198 from 10,840
Change+358 (+3%)
Value$609.2K (-$60.3K)
Filed 2026-10-07
Midwest Trust Co
INCREASED
Shares11,075 from 6,178
Change+4,897 (+79%)
Value$602.5K (+$220.9K)
Filed 2026-10-22
GC Wealth Management RIA, LLC
DECREASED
Shares11,045 from 12,129
Change-1,084 (-9%)
Value$600.8K (-$148.2K)
Filed 2026-11-02
Sanchez Gaunt Capital Management, LLC
NEW
Shares11,042
Change+11,042
Value$600.7K
Filed 2026-11-03
Symphony Financial, Ltd. Co.
INCREASED
Shares10,693 from 10,165
Change+528 (+5%)
Value$583.2K (-$54.5K)
Filed 2026-10-22
Jefferies Financial Group Inc.
DECREASED
Shares10,677 from 12,720
Change-2,043 (-16%)
Value$580.8K (-$204.8K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares10,326 from 10,740
Change-414 (-4%)
Value$561.7K (-$101.6K)
Filed 2026-11-03
Woodard & Co Asset Management Group Inc
INCREASED
Shares10,138 from 10,122
Change+16 (+0%)
Value$551.5K (-$73.7K)
Filed 2026-11-03
Stockman Wealth Management, Inc.
UNCHANGED
Shares10,052 from 10,052
Change0 (0%)
Value$546.8K (-$74.0K)
Filed 2026-10-27
Portside Wealth Group, LLC
NEW
Shares9,982
Change+9,982
Value$543.0K
Filed 2026-10-20
Wealth Science Advisors LLC
DECREASED
Shares9,919 from 41,968
Change-32,049 (-76%)
Value$539.6K (-$2.1M)
Filed 2026-10-09
MGO One Seven LLC
DECREASED
Shares9,832 from 9,934
Change-102 (-1%)
Value$534.9K (-$78.7K)
Filed 2026-10-28
Sterling Capital Management LLC
INCREASED
Shares9,601 from 6,662
Change+2,939 (+44%)
Value$522.3K (+$110.8K)
Filed 2026-10-22
Greenspring Advisors, LLC
INCREASED
Shares9,594 from 4,978
Change+4,616 (+93%)
Value$521.9K (+$214.5K)
Filed 2026-11-05
Excalibur Management Corp
UNCHANGED
Shares9,491 from 9,491
Change0 (0%)
Value$516.3K (-$69.9K)
Filed 2026-11-02
CMG Global Holdings, LLC
UNCHANGED
Shares9,352 from 9,352
Change0 (0%)
Value$508.8K (-$68.8K)
Filed 2026-10-14
PDS Planning, Inc
INCREASED
Shares9,285 from 9,160
Change+125 (+1%)
Value$505.1K (-$60.6K)
Filed 2026-11-03
Weaver Consulting Group
DECREASED
Shares9,236 from 9,245
Change-9 (0%)
Value$502.4K (-$68.5K)
Filed 2026-10-07
Old National Bancorp
DECREASED
Shares9,194 from 9,349
Change-155 (-2%)
Value$500.2K (-$77.2K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
NEW
Shares9,118
Change+9,118
Value$496.0K
Filed 2026-10-21
White Lighthouse Investment Management Inc.
UNCHANGED
Shares9,084 from 9,084
Change0 (0%)
Value$494.2K (-$66.9K)
Filed 2026-10-21
AA Financial Advisors, LLC
INCREASED
Shares8,984 from 8,686
Change+298 (+3%)
Value$488.7K (-$47.7K)
Filed 2026-10-19
Capital Investment Advisors, LLC
DECREASED
Shares8,918 from 9,503
Change-585 (-6%)
Value$485.1K (-$101.8K)
Filed 2026-10-22
Founders Financial Securities LLC
DECREASED
Shares8,873 from 9,137
Change-264 (-3%)
Value$482.7K (-$81.6K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares8,838 from 8,833
Change+5 (+0%)
Value$481 (-$545.5K)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED
Shares8,836 from 8,152
Change+684 (+8%)
Value$480.7K (-$22.8K)
Filed 2026-10-22
Pines Wealth Management, LLC
DECREASED
Shares8,598 from 9,249
Change-651 (-7%)
Value$467.7K (-$103.5K)
Filed 2026-10-21
Bingham Private Wealth, LLC
DECREASED
Shares8,586 from 8,877
Change-291 (-3%)
Value$467.1K (-$81.2K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares8,548 from 7,212
Change+1,336 (+19%)
Value$468.4K (+$23.0K)
Filed 2026-11-03
Madden Securities Corp
DECREASED
Shares8,500 from 9,600
Change-1,100 (-11%)
Value$462.4K (-$130.5K)
Filed 2026-10-27
Arista Wealth Management, LLC
INCREASED
Shares8,461 from 8,400
Change+61 (+1%)
Value$460.3K (-$58.5K)
Filed 2026-10-29
Genesis Private Wealth, LLC
INCREASED
Shares8,447 from 8,406
Change+41 (+0%)
Value$459.5K (-$59.6K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares8,316 from 8,226
Change+90 (+1%)
Value$452.4K (-$55.6K)
Filed 2026-10-29
Value Investment Professionals, LLC
UNCHANGED
Shares8,237 from 8,237
Change0 (0%)
Value$448.1K (-$60.6K)
Filed 2026-10-13
Formidable Asset Management, LLC
DECREASED
Shares8,165 from 8,454
Change-289 (-3%)
Value$504.3K (+$10.0K)
Filed 2026-11-03
First Horizon Corp
UNCHANGED
Shares8,121 from 8,121
Change0 (0%)
Value$441.8K (-$59.8K)
Filed 2026-10-26
Magnolia Group, LLC
NEW
Shares8,000
Change+8,000
Value$435.2K
Filed 2026-11-05
First City Capital Management, Inc.
UNCHANGED
Shares7,790 from 7,790
Change0 (0%)
Value$423.8K (-$57.3K)
Filed 2026-10-27
Vontobel Holding Ltd.
NEW
Shares7,758
Change+7,758
Value$422.0K
Filed 2026-10-16
Annex Advisory Services, LLC
INCREASED
Shares7,751 from 7,606
Change+145 (+2%)
Value$421.6K (-$48.1K)
Filed 2026-10-16
Athena Wealth Management, LLC
INCREASED
Shares7,632 from 6,507
Change+1,125 (+17%)
Value$415.2K (+$13.3K)
Filed 2026-10-09
Burns Matteson Capital Management, LLC
DECREASED
Shares7,548 from 7,563
Change-15 (0%)
Value$410.6K (-$56.5K)
Filed 2026-10-16
Ti-Trust, Inc
UNCHANGED
Shares7,522 from 7,522
Change0 (0%)
Value$409.2K (-$55.4K)
Filed 2026-10-21
MBA Advisors LLC
INCREASED
Shares7,346 from 6,888
Change+458 (+7%)
Value$399.6K (-$25.8K)
Filed 2026-10-29
Larry Mathis Financial Planning, LLC
DECREASED
Shares7,309 from 7,768
Change-459 (-6%)
Value$397.6K (-$82.1K)
Filed 2026-10-26
Crossmark Global Holdings, Inc.
DECREASED
Shares7,283 from 7,966
Change-683 (-9%)
Value$396.2K (-$95.8K)
Filed 2026-10-21
Ridgepath Capital Management LLC
INCREASED
Shares7,197 from 7,103
Change+94 (+1%)
Value$391.5K (-$47.1K)
Filed 2026-10-29
First County Bank
DECREASED
Shares7,175 from 8,010
Change-835 (-10%)
Value$390.3K (-$104.4K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares7,149 from 11,386
Change-4,237 (-37%)
Value$388.9K (-$314.2K)
Filed 2026-10-15
United Advisor Group, LLC
DECREASED
Shares6,998 from 7,019
Change-21 (0%)
Value$380.7K (-$52.8K)
Filed 2026-11-03
Guilbault Capital LLC
UNCHANGED
Shares6,996 from 6,996
Change0 (0%)
Value$380.6K (-$51.5K)
Filed 2026-10-28
Certior Financial Group, LLC
DECREASED
Shares6,961 from 7,044
Change-83 (-1%)
Value$378.7K (-$56.4K)
Filed 2026-10-19
Sage Rhino Capital LLC
DECREASED
Shares6,955 from 7,335
Change-380 (-5%)
Value$378.4K (-$74.7K)
Filed 2026-10-28
Alchemi Wealth, LLC
INCREASED
Shares6,914 from 6,574
Change+340 (+5%)
Value$376.1K (-$29.9K)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares6,862 from 6,862
Change0 (0%)
Value$373.3K (-$50.5K)
Filed 2026-10-19
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED
Shares6,800 from 33,700
Change-26,900 (-80%)
Value$369.9K (-$1.7M)
Filed 2026-11-04
LVW Advisors, LLC
DECREASED
Shares6,780 from 7,818
Change-1,038 (-13%)
Value$368.8K (-$114.0K)
Filed 2026-10-19
Essex LLC
DECREASED
Shares6,730 from 6,765
Change-35 (-1%)
Value$366.1K (-$51.7K)
Filed 2026-10-14
Anchyra Partners LLC
INCREASED
Shares6,658 from 5,973
Change+685 (+11%)
Value$362.2K (-$6.7K)
Filed 2026-10-13
Griffin Asset Management, Inc.
INCREASED
Shares6,627 from 6,613
Change+14 (+0%)
Value$360.5K (-$48.0K)
Filed 2026-10-22
Syverson Strege & Co
DECREASED
Shares6,491 from 8,524
Change-2,033 (-24%)
Value$353.1K (-$173.3K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
NEW
Shares6,483
Change+6,483
Value$352.7K
Filed 2026-10-13
Private Trust Co NA
DECREASED
Shares6,259 from 6,890
Change-631 (-9%)
Value$340.5K (-$85.0K)
Filed 2026-10-20
Affinity Capital Advisors, LLC
INCREASED
Shares6,239 from 4,924
Change+1,315 (+27%)
Value$346.3K (+$43.6K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares6,217 from 7,626
Change-1,409 (-18%)
Value$338.2K (-$132.8K)
Filed 2026-10-27
Wrenne Financial Planning LLC
UNCHANGED
Shares6,188 from 6,188
Change0 (0%)
Value$336.6K (-$45.5K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,088 from 6,242
Change-154 (-2%)
Value$331.2K (-$54.3K)
Filed 2026-11-03
Rakuten Securities, Inc.
DECREASED
Shares6,008 from 6,055
Change-47 (-1%)
Value$326.8K (-$47.1K)
Filed 2026-11-02
Focused Alpha, LLC
DECREASED
Shares5,939 from 6,001
Change-62 (-1%)
Value$323.1K (-$47.5K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
DECREASED
Shares5,930 from 6,311
Change-381 (-6%)
Value$322.6K (-$67.2K)
Filed 2026-11-04
Augustine Asset Management Inc
DECREASED
Shares5,919 from 5,969
Change-50 (-1%)
Value$322.0K (-$46.7K)
Filed 2026-10-13
Abel Hall, LLC
DECREASED
Shares5,895 from 11,151
Change-5,256 (-47%)
Value$320.7K (-$368.0K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares5,883 from 4,249
Change+1,634 (+38%)
Value$320.0K (+$53.4K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares5,834 from 5,825
Change+9 (+0%)
Value$317.4K (-$42.4K)
Filed 2026-11-05
Blankinship & Foster, LLC
UNCHANGED
Shares5,809 from 5,809
Change0 (0%)
Value$316.0K (-$42.8K)
Filed 2026-10-19
Intrua Financial, LLC
INCREASED
Shares5,673 from 4,715
Change+958 (+20%)
Value$308.6K (+$17.4K)
Filed 2026-10-28
Advisor OS, LLC
INCREASED
Shares5,656 from 5,193
Change+463 (+9%)
Value$307.7K (-$13.0K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
DECREASED
Shares5,642 from 6,014
Change-372 (-6%)
Value$306.9K (-$64.5K)
Filed 2026-10-13
Cap Partners, LLC
DECREASED
Shares5,632 from 5,878
Change-246 (-4%)
Value$306.4K (-$56.6K)
Filed 2026-10-19
Shulman DeMeo Asset Management LLC
DECREASED
Shares5,608 from 6,162
Change-554 (-9%)
Value$296.6K (-$84.0K)
Filed 2026-10-09
Shrier Wealth Management, LLC
DECREASED
Shares5,541 from 5,613
Change-72 (-1%)
Value$301.4K (-$45.2K)
Filed 2026-10-20
Hohimer Wealth Management, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$299.2K (-$40.5K)
Filed 2026-11-04
71 West Capital Partners
DECREASED
Shares5,466 from 6,291
Change-825 (-13%)
Value$297.4K (-$91.2K)
Filed 2026-11-04
State of Wyoming
INCREASED
Shares5,425 from 4,445
Change+980 (+22%)
Value$295.1K (+$20.6K)
Filed 2026-10-28
Woodward Diversified Capital, LLC
UNCHANGED
Shares5,355 from 5,355
Change0 (0%)
Value$291.3K (-$39.4K)
Filed 2026-10-21
Concord Wealth Partners
UNCHANGED
Shares5,335 from 5,335
Change0 (0%)
Value$290.2K (-$39.3K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares5,270 from 7,243
Change-1,973 (-27%)
Value$286.7K (-$160.7K)
Filed 2026-11-04
Traveka Wealth, LLC
INCREASED
Shares5,260 from 4,775
Change+485 (+10%)
Value$286.1K (-$8.8K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares5,258 from 5,236
Change+22 (+0%)
Value$286.0K (-$37.4K)
Filed 2026-11-04
SLT Holdings LLC
NEW
Shares5,250
Change+5,250
Value$285.6K
Filed 2026-10-15
Florida Trust Wealth Management Co
INCREASED
Shares5,178 from 4,060
Change+1,118 (+28%)
Value$281.7K (+$30.9K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares5,176 from 3,729
Change+1,447 (+39%)
Value$286.9K (+$63.1K)
Filed 2026-10-09
Trek Financial, LLC
INCREASED
Shares5,145 from 4,750
Change+395 (+8%)
Value$279.9K (-$13.5K)
Filed 2026-10-29
Resonant Capital Advisors, LLC
DECREASED
Shares5,080 from 7,050
Change-1,970 (-28%)
Value$276.4K (-$159.1K)
Filed 2026-10-15
Asset One Wealth Management LLC
NEW
Shares5,007
Change+5,007
Value$272.4K
Filed 2026-11-02
Live Oak Private Wealth LLC
INCREASED
Shares4,999 from 4,969
Change+30 (+1%)
Value$271.9K (-$34.9K)
Filed 2026-11-02
PUREfi Wealth, LLC
DECREASED
Shares4,907 from 5,213
Change-306 (-6%)
Value$266.9K (-$55.0K)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares4,886 from 9,245
Change-4,359 (-47%)
Value$265.8K (-$305.2K)
Filed 2026-10-27
Sowell Financial Services LLC
DECREASED
Shares4,855 from 5,541
Change-686 (-12%)
Value$264.1K (-$78.1K)
Filed 2026-10-23
Granite Group Advisors, LLC
NEW
Shares4,843
Change+4,843
Value$263.5K
Filed 2026-10-14
BXM Wealth LLC
UNCHANGED
Shares4,825 from 4,825
Change0 (0%)
Value$262.5K (-$35.5K)
Filed 2026-11-03
Fingerlakes Wealth Management, Inc.
UNCHANGED
Shares4,770 from 4,770
Change0 (0%)
Value$259.5K (-$35.1K)
Filed 2026-11-04
Cromwell Holdings LLC
UNCHANGED
Shares4,702 from 4,702
Change0 (0%)
Value$255.8K (-$34.6K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares4,628 from 5,385
Change-757 (-14%)
Value$255.5K (-$77.1K)
Filed 2026-10-30
Viewpoint Investment Partners Corp
DECREASED
Shares4,600 from 5,300
Change-700 (-13%)
Value$252.2K (-$75.1K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares4,593 from 3,736
Change+857 (+23%)
Value$249.9K (+$19.1K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares4,588 from 4,335
Change+253 (+6%)
Value$249.6K (-$18.2K)
Filed 2026-11-04
Winebrenner Capital Management LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$244.8K (-$33.1K)
Filed 2026-10-07
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$244.8K (-$33.1K)
Filed 2026-10-08
Sigma Planning Corp
DECREASED
Shares4,487 from 6,231
Change-1,744 (-28%)
Value$244.1K (-$140.8K)
Filed 2026-10-23
Sound Income Strategies, LLC
INCREASED
Shares4,461 from 4,216
Change+245 (+6%)
Value$247.3K (-$13.1K)
Filed 2026-10-09
Simplicity Wealth,LLC
INCREASED
Shares4,455 from 3,716
Change+739 (+20%)
Value$242.4K (+$12.8K)
Filed 2026-10-23
J.M. Arbour, LLC
INCREASED
Shares4,455 from 4,223
Change+232 (+5%)
Value$242.4K (-$18.5K)
Filed 2026-11-05
Brighton Jones LLC
INCREASED
Shares4,448 from 4,157
Change+291 (+7%)
Value$242.0K (-$14.8K)
Filed 2026-11-03
Gallacher Capital Management LLC
DECREASED
Shares4,437 from 5,988
Change-1,551 (-26%)
Value$241.4K (-$128.5K)
Filed 2026-10-30
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares4,420 from 4,420
Change0 (0%)
Value$240.4K (-$32.5K)
Filed 2026-10-29
West Paces Advisors Inc.
INCREASED
Shares4,418 from 3,669
Change+749 (+20%)
Value$240.3K (+$13.7K)
Filed 2026-10-13
HCR Wealth Advisors
DECREASED
Shares4,415 from 4,448
Change-33 (-1%)
Value$240.2K (-$34.5K)
Filed 2026-10-15
Cooper Financial Group
INCREASED
Shares4,392 from 4,184
Change+208 (+5%)
Value$238.9K (-$19.4K)
Filed 2026-10-07
MW Advisory, LLC
INCREASED
Shares4,374 from 4,032
Change+342 (+8%)
Value$237.9K (-$11.1K)
Filed 2026-10-19
Park National Corp
INCREASED
Shares4,361 from 3,314
Change+1,047 (+32%)
Value$237.2K (+$32.6K)
Filed 2026-10-05
M Holdings Securities, Inc.
NEW
Shares4,300
Change+4,300
Value$266
Filed 2026-11-03
Edmp, Inc.
UNCHANGED
Shares4,239 from 4,239
Change0 (0%)
Value$230.6K (-$31.2K)
Filed 2026-10-22
Costello Asset Management, Inc
UNCHANGED
Shares4,208 from 4,208
Change0 (0%)
Value$228.9K (-$31.0K)
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares4,205 from 4,900
Change-695 (-14%)
Value$228.7K (-$73.9K)
Filed 2026-10-30
55 North Private Wealth, LLC
INCREASED
Shares4,180 from 3,698
Change+482 (+13%)
Value$227.4K (-$996)
Filed 2026-10-20
AGH Wealth Advisors, LLC
DECREASED
Shares4,161 from 4,762
Change-601 (-13%)
Value$226.4K (-$67.7K)
Filed 2026-10-26
Joel Isaacson & Co., LLC
INCREASED
Shares4,159 from 4,146
Change+13 (+0%)
Value$226.3K (-$29.8K)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares4,133 from 4,163
Change-30 (-1%)
Value$219.8K (-$32.3K)
Filed 2026-11-02
Bayban
UNCHANGED
Shares4,062 from 4,062
Change0 (0%)
Value$250.9K ($0)
Filed 2026-11-05
Yousif Capital Management, LLC
DECREASED
Shares3,990 from 4,186
Change-196 (-5%)
Value$217.1K (-$41.5K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
UNCHANGED
Shares3,980 from 3,980
Change0 (0%)
Value$216.5K (-$29.3K)
Filed 2026-11-05
Brucke Financial, Inc.
INCREASED
Shares3,894 from 3,784
Change+110 (+3%)
Value$211.8K (-$21.9K)
Filed 2026-10-23
Renasant Bank
INCREASED
Shares3,876 from 3,840
Change+36 (+1%)
Value$210.9K (-$26.3K)
Filed 2026-11-05
Montchanin Asset Management, LLC
UNCHANGED
Shares3,870 from 3,870
Change0 (0%)
Value$211 (-$238.8K)
Filed 2026-11-02
TrinityBridge Ltd
UNCHANGED
Shares3,855 from 3,855
Change0 (0%)
Value$210 (-$237.8K)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares3,847 from 3,479
Change+368 (+11%)
Value$209.3K (-$5.6K)
Filed 2026-10-28
Riversedge Advisors, LLC
DECREASED
Shares3,845 from 4,182
Change-337 (-8%)
Value$209.2K (-$49.1K)
Filed 2026-10-09
SYM Financial Corp
DECREASED
Shares3,843 from 3,863
Change-20 (-1%)
Value$209.1K (-$29.5K)
Filed 2026-10-26
Trust Point Inc.
DECREASED
Shares3,753 from 3,771
Change-18 (0%)
Value$204.2K (-$28.7K)
Filed 2026-10-27
First National Trust Co
DECREASED
Shares3,745 from 4,945
Change-1,200 (-24%)
Value$203.7K (-$101.7K)
Filed 2026-10-28
Optima Capital LLC
DECREASED
Shares3,735 from 4,847
Change-1,112 (-23%)
Value$203.2K (-$96.1K)
Filed 2026-10-29
Cape Investment Advisory, Inc.
INCREASED
Shares3,538 from 3,174
Change+364 (+11%)
Value$192.5K (-$3.6K)
Filed 2026-10-13
Lloyd Advisory Services, Llc.
INCREASED
Shares3,387 from 3,343
Change+44 (+1%)
Value$184.2K (-$22.2K)
Filed 2026-11-02
Asset Planning,Inc
UNCHANGED
Shares3,228 from 3,228
Change0 (0%)
Value$175.6K (-$23.8K)
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares3,089 from 1,217
Change+1,872 (+154%)
Value$168.0K (+$92.9K)
Filed 2026-11-05
Grove Bank & Trust
INCREASED
Shares2,978 from 2,770
Change+208 (+8%)
Value$162.0K (-$9.1K)
Filed 2026-10-08
Hilltop National Bank
INCREASED
Shares2,945 from 2,634
Change+311 (+12%)
Value$160.2K (-$2.5K)
Filed 2026-10-14
Axiom Investment Management LLC
UNCHANGED
Shares2,802 from 2,802
Change0 (0%)
Value$152.4K (-$20.6K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED
Shares2,584 from 2,586
Change-2 (0%)
Value$140.6K (-$19.1K)
Filed 2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,475 from 2,475
Change0 (0%)
Value$134.6K (-$18.2K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares2,294 from 2,412
Change-118 (-5%)
Value$124.8K (-$24.2K)
Filed 2026-10-26
Manchester Capital Management LLC
UNCHANGED
Shares2,152 from 2,152
Change0 (0%)
Value$117.1K (-$15.8K)
Filed 2026-10-22
Parkside Financial Bank & Trust
DECREASED
Shares2,134 from 2,869
Change-735 (-26%)
Value$116.1K (-$61.1K)
Filed 2026-10-27
City State Bank
UNCHANGED
Shares2,105 from 2,105
Change0 (0%)
Value$114.5K (-$15.5K)
Filed 2026-10-20
Summit Securities Group LLC
INCREASED
Shares2,100 from 536
Change+1,564 (+292%)
Value$114.2K (+$81.1K)
Filed 2026-11-05
Southern Michigan Bank & Trust
DECREASED
Shares1,887 from 5,100
Change-3,213 (-63%)
Value$102.7K (-$212.3K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
DECREASED
Shares1,685 from 1,758
Change-73 (-4%)
Value$91.7K (-$16.9K)
Filed 2026-10-05
Balance Wealth Partners LLC
NEW
Shares1,580
Change+1,580
Value$85.9K
Filed 2026-10-27
Kelleher Financial Advisors
UNCHANGED
Shares1,566 from 1,566
Change0 (0%)
Value$85.2K (-$11.5K)
Filed 2026-10-30
Pathway Financial Advisers, LLC
NEW
Shares1,564
Change+1,564
Value$85.1K
Filed 2026-10-27
Owl Creek Wealth Partners LLC
DECREASED
Shares1,532 from 1,537
Change-5 (0%)
Value$83.3K (-$11.6K)
Filed 2026-10-20
Compass Wealth Management LLC
NEW
Shares1,350
Change+1,350
Value$73.4K
Filed 2026-10-22
Duncker Streett & Co Inc
UNCHANGED
Shares1,242 from 1,242
Change0 (0%)
Value$67.6K (-$9.1K)
Filed 2026-10-27
Main Street Group, LTD
INCREASED
Shares1,234 from 1,100
Change+134 (+12%)
Value$67.1K (-$806)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares1,219
Change+1,219
Value$66.3K
Filed 2026-10-21
Centerpoint Advisors, LLC
INCREASED
Shares1,113 from 1,102
Change+11 (+1%)
Value$61 (-$67.9K)
Filed 2026-11-05
Jnba Financial Advisors
INCREASED
Shares1,080 from 217
Change+863 (+398%)
Value$58.8K (+$45.4K)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares1,062 from 1,180
Change-118 (-10%)
Value$57.8K (-$13.7K)
Filed 2026-10-29
Towne Trust Company, N.a
NEW
Shares1,051
Change+1,051
Value$57.2K
Filed 2026-10-28
Triumph Capital Management
INCREASED
Shares1,046 from 1,045
Change+1 (+0%)
Value$56.9K (-$7.6K)
Filed 2026-10-14
Exchange Traded Concepts, LLC
NEW
Shares1,005
Change+1,005
Value$54.7K
Filed 2026-10-28
FNY Investment Advisers, LLC
DECREASED
Shares1,000 from 5,300
Change-4,300 (-81%)
Value$54 (-$273)
Filed 2026-10-16
Guardian Partners Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$54.4K (-$7.4K)
Filed 2026-10-21
James T. Borello RIA
DECREASED
Shares978 from 1,050
Change-72 (-7%)
Value$53.2K (-$11.6K)
Filed 2026-10-16
Nfsg Corp
INCREASED
Shares881 from 520
Change+361 (+69%)
Value$47.9K (+$15.8K)
Filed 2026-10-15
Westside Investment Management, Inc.
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$41.2K (-$7.1K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares778 from 351
Change+427 (+122%)
Value$42.3K (+$20.6K)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares660 from 662
Change-2 (0%)
Value$35.9K (-$5.0K)
Filed 2026-10-08
Nisa Investment Advisors, LLC
INCREASED
Shares653 from 598
Change+55 (+9%)
Value$35.5K (-$1.4K)
Filed 2026-10-20
Financial Management Professionals, Inc.
DECREASED
Shares627 from 649
Change-22 (-3%)
Value$34.1K (-$6.0K)
Filed 2026-10-23
Avion Wealth
INCREASED
Shares623 from 614
Change+9 (+1%)
Value$33 (-$4)
Filed 2026-11-04
Retirement Wealth Solutions LLC
INCREASED
Shares592 from 467
Change+125 (+27%)
Value$32.2K (+$3.4K)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
INCREASED
Shares581 from 545
Change+36 (+7%)
Value$31.6K (-$2.1K)
Filed 2026-11-05
CX Institutional
INCREASED
Shares568 from 560
Change+8 (+1%)
Value$31 (-$4)
Filed 2026-10-02
KFG LLC
NEW
Shares565
Change+565
Value$30.7K
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares561
Change+561
Value$30.5K
Filed 2026-11-05
West Financial Advisors, LLC
NEW
Shares535
Change+535
Value$29.1K
Filed 2026-10-22
Financial Network Wealth Advisors LLC
INCREASED
Shares525 from 260
Change+265 (+102%)
Value$28.6K (+$12.5K)
Filed 2026-10-28
Highline Wealth Partners LLC
INCREASED
Shares488 from 369
Change+119 (+32%)
Value$26.5K (+$3.8K)
Filed 2026-10-19
JFS Wealth Advisors, LLC
DECREASED
Shares483 from 486
Change-3 (-1%)
Value$26.3K (-$3.7K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$26.2K (-$3.5K)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares480
Change+480
Value$26.1K
Filed 2026-11-04
Ares Financial Consulting, LLC
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$25.6K (-$3.5K)
Filed 2026-10-19
WPG Advisers, LLC
DECREASED
Shares447 from 450
Change-3 (-1%)
Value$24.3K (-$3.5K)
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$22.6K (-$3.1K)
Filed 2026-10-20
Vision Financial Markets LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$22.0K (-$3.0K)
Filed 2026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$21.8K (-$2.9K)
Filed 2026-10-20
Byrne Asset Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$21.3K (-$3.4K)
Filed 2026-10-06
True Wealth Design, LLC
INCREASED
Shares344 from 328
Change+16 (+5%)
Value$18.7K (-$1.5K)
Filed 2026-10-13
Buck Wealth Strategies, LLC
INCREASED
Shares339 from 333
Change+6 (+2%)
Value$18.4K (-$2.1K)
Filed 2026-10-28
Acumen Wealth Advisors, LLC
INCREASED
Shares317 from 195
Change+122 (+63%)
Value$17.2K (+$5.2K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares315 from 300
Change+15 (+5%)
Value$17.1K (-$1.4K)
Filed 2026-10-16
SJS Investment Consulting Inc.
DECREASED
Shares302 from 349
Change-47 (-13%)
Value$16.4K (-$5.1K)
Filed 2026-10-26
Advocate Investing Services LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16.3K (-$2.2K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
INCREASED
Shares298 from 178
Change+120 (+67%)
Value$16.2K (+$5.2K)
Filed 2026-11-03
American National Bank & Trust
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$15.7K (-$2.1K)
Filed 2026-10-07
Financial Consulate, Inc
DECREASED
Shares253 from 495
Change-242 (-49%)
Value$13.8K (-$16.8K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
INCREASED
Shares250 from 27
Change+223 (+826%)
Value$13.6K (+$11.9K)
Filed 2026-10-15
Golden State Wealth Management, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$13.5K (-$1.8K)
Filed 2026-11-02
Proathlete Wealth Management LLC
INCREASED
Shares244 from 86
Change+158 (+184%)
Value$13.3K (+$8.0K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
DECREASED
Shares239 from 242
Change-3 (-1%)
Value$13.0K (-$1.9K)
Filed 2026-10-20
Maseco LLP
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$12.8K (-$1.7K)
Filed 2026-10-27
Elyxium Wealth, LLC
NEW
Shares230
Change+230
Value$12.5K
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares230
Change+230
Value$12.5K
Filed 2026-10-19
Independence Bank of Kentucky
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$12.2K (-$1.6K)
Filed 2026-10-26
Center for Financial Planning, Inc.
NEW
Shares210
Change+210
Value$11.4K
Filed 2026-10-26
Sima Wealth Partners, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$11.4K (-$1.5K)
Filed 2026-10-19
Asset Dedication, LLC
DECREASED
Shares200 from 302
Change-102 (-34%)
Value$10.9K (-$7.8K)
Filed 2026-11-03
Kentucky Trust Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.9K (-$1.5K)
Filed 2026-10-15
North Star Investment Management Corp.
INCREASED
Shares180 from 104
Change+76 (+73%)
Value$9.8K (+$3.4K)
Filed 2026-10-27
Trust Co of Vermont
INCREASED
Shares173 from 54
Change+119 (+220%)
Value$9.4K (+$6.1K)
Filed 2026-10-21
Livelsberger Financial Advisory
NEW
Shares159
Change+159
Value$8.7K
Filed 2026-10-28
Nemes Rush Group LLC
INCREASED
Shares157 from 127
Change+30 (+24%)
Value$8.5K (+$697)
Filed 2026-11-04
Archer Investment Corp
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.2K (-$1.1K)
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.2K (-$1.1K)
Filed 2026-10-05
Ninety One UK Ltd
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$8.1K (-$1.1K)
Filed 2026-10-15
Bell Investment Advisors, Inc
DECREASED
Shares147 from 265
Change-118 (-45%)
Value$8.0K (-$8.4K)
Filed 2026-10-29
Oakworth Capital, Inc.
NEW
Shares144
Change+144
Value$7.8K
Filed 2026-10-26
Montgomery Financial Services LLC
DECREASED
Shares141 from 144
Change-3 (-2%)
Value$7.7K (-$1.2K)
Filed 2026-11-03
Country Trust Bank
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$7.5K (-$1.0K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
DECREASED
Shares122 from 153
Change-31 (-20%)
Value$6.6K (-$2.8K)
Filed 2026-10-07
GK Wealth Management LLC
NEW
Shares121
Change+121
Value$6.6K
Filed 2026-10-09
Birch Financial Group, LLC
NEW
Shares121
Change+121
Value$6.6K
Filed 2026-10-27
Paladin Partners, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$6.5K (-$883)
Filed 2026-10-06
Moisand Fitzgerald Tamayo, LLC
NEW
Shares111
Change+111
Value$6.0K
Filed 2026-10-15
Evolution Wealth Management Inc.
NEW
Shares107
Change+107
Value$5.8K
Filed 2026-10-28
Central Trust Co
DECREASED
Shares104 from 136
Change-32 (-24%)
Value$5.7K (-$2.7K)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.4K (-$736)
Filed 2026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares97 from 181
Change-84 (-46%)
Value$5.3K (-$5.9K)
Filed 2026-10-14
Flagship Wealth Advisors, LLC
NEW
Shares91
Change+91
Value$5.0K
Filed 2026-11-03
Kennebec Savings Bank
DECREASED
Shares82 from 410
Change-328 (-80%)
Value$4.5K (-$20.9K)
Filed 2026-10-22
Gleason Group, Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$4.4K (-$597)
Filed 2026-10-15
Planning Strategies Inc.
NEW
Shares80
Change+80
Value$4.4K
Filed 2026-10-02
NBH Bank
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$3.9K (-$523)
Filed 2026-11-05
Creative Capital Management Investments LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$3.8K (-$507)
Filed 2026-10-28
American Capital Advisory, LLC
DECREASED
Shares63 from 87
Change-24 (-28%)
Value$3.4K (-$1.9K)
Filed 2026-10-28
Financial Perspectives, Inc
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$3.3K (-$449)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares57 from 6,627
Change-6,570 (-99%)
Value$3.1K (-$406.2K)
Filed 2026-10-29
Toth Financial Advisory Corp
NEW
Shares54
Change+54
Value$2.9K
Filed 2026-10-08
Hughes Financial Services, LLC
NEW
Shares50
Change+50
Value$3.1K
Filed 2026-10-30
Burk Holdings LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.7K (-$368)
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.6K (-$353)
Filed 2026-10-26
Albion Financial Group
NEW
Shares44
Change+44
Value$2.4K
Filed 2026-10-21
Farmers & Merchants Investments Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.2K (-$294)
Filed 2026-10-22
Harbor Investment Advisory, LLC
INCREASED
Shares37 from 12
Change+25 (+208%)
Value$2.0K (+$1.3K)
Filed 2026-10-13
Elevated Capital Advisors, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.9K (-$258)
Filed 2026-11-04
Private Wealth Management Group, LLC
NEW
Shares33
Change+33
Value$1.8K
Filed 2026-10-19
Brown, Lisle Ings, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.7K (-$229)
Filed 2026-10-16
Lodestone Wealth Management LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.6K (-$213)
Filed 2026-10-14
Armstrong Advisory Group, Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.5K (-$206)
Filed 2026-10-09
Mainstream Capital Management LLC
NEW
Shares27
Change+27
Value$1.5K
Filed 2026-10-23
Fairway Wealth LLC
NEW
Shares25
Change+25
Value$1.4K
Filed 2026-10-30
Monetary Solutions, Ltd
INCREASED
Shares24 from 16
Change+8 (+50%)
Value$1.3K (+$318)
Filed 2026-10-22
RMG Wealth Management LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.4K (+$105)
Filed 2026-10-26
Kingdom Financial Group Llc.
NEW
Shares23
Change+23
Value$1.3K
Filed 2026-11-04
MV Capital Management, Inc.
DECREASED
Shares21 from 76
Change-55 (-72%)
Value$1.1K (-$3.6K)
Filed 2026-10-29
Downshift Financial, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.1K (-$147)
Filed 2026-10-13
Sunrise Financial Services, LLC
DECREASED
Shares19 from 59
Change-40 (-68%)
Value$1.0K (-$2.6K)
Filed 2026-10-21
Godsey & Gibb, Inc
NEW
Shares16
Change+16
Value$871
Filed 2026-10-14
Mechanics Financial Corp
DECREASED
Shares10 from 18
Change-8 (-44%)
Value$544 (-$568)
Filed 2026-11-05
Trust Co
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$544 (-$74)
Filed 2026-10-09
Chapman Financial Group, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$544 (-$74)
Filed 2026-10-26
Gilpin Wealth Management, LLC
NEW
Shares9
Change+9
Value$490
Filed 2026-10-09
Mosley Wealth Management
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$522 (-$34)
Filed 2026-10-16
StrongBox Wealth, LLC
NEW
Shares6
Change+6
Value$326
Filed 2026-11-02
Noble Wealth Management PBC
DECREASED
Shares4 from 17
Change-13 (-76%)
Value$218 (-$832)
Filed 2026-10-01
Decker Retirement Planning Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$207 (-$28)
Filed 2026-10-19
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$164 (-$22)
Filed 2026-10-07
Nvest Wealth Strategies, Inc.
DECREASED
Shares2 from 6
Change-4 (-67%)
Value$110 (-$261)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$33 (-$4)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$39 (-$5)
Filed 2026-10-30
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 335,300
Change-335,300 (-100%)
Value$0 (-$20.7M)
Filed 2026-11-04
Daiwa Securities Group Inc.
CLOSED
Shares0 from 77,110
Change-77,110 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-29
Optimist Retirement Group LLC
CLOSED
Shares0 from 40,936
Change-40,936 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-30
Imc-Chicago, LLC
CLOSED
Shares0 from 36,018
Change-36,018 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-05
Wealthstar Advisors, LLC
CLOSED
Shares0 from 10,466
Change-10,466 (-100%)
Value$0 (-$646.4K)
Filed 2026-10-19
FDx Advisors, Inc.
CLOSED
Shares0 from 10,207
Change-10,207 (-100%)
Value$0 (-$630.0K)
Filed 2026-11-05
Cordatus Wealth Management LLC
CLOSED
Shares0 from 7,662
Change-7,662 (-100%)
Value$0 (-$473.2K)
Filed 2026-10-19
Sunpointe, LLC
CLOSED
Shares0 from 7,175
Change-7,175 (-100%)
Value$0 (-$443.1K)
Filed 2026-10-22
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 6,141
Change-6,141 (-100%)
Value$0 (-$379.3K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 5,553
Change-5,553 (-100%)
Value$0 (-$342.9K)
Filed 2026-10-26
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 5,527
Change-5,527 (-100%)
Value$0 (-$341.4K)
Filed 2026-11-04
Convergence Financial, LLC
CLOSED
Shares0 from 5,416
Change-5,416 (-100%)
Value$0 (-$334.5K)
Filed 2026-10-27
Wesbanco Bank Inc
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$308.8K)
Filed 2026-11-04
BFI Infinity Ltd.
CLOSED
Shares0 from 4,574
Change-4,574 (-100%)
Value$0 (-$282.5K)
Filed 2026-10-16
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 4,399
Change-4,399 (-100%)
Value$0 (-$271.7K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 4,198
Change-4,198 (-100%)
Value$0 (-$259.3K)
Filed 2026-10-07
Arlington Partners LLC
CLOSED
Shares0 from 4,057
Change-4,057 (-100%)
Value$0 (-$250.6K)
Filed 2026-10-20
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 3,943
Change-3,943 (-100%)
Value$0 (-$243.5K)
Filed 2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED
Shares0 from 3,905
Change-3,905 (-100%)
Value$0 (-$241.2K)
Filed 2026-10-16
Advisor Resource Council
CLOSED
Shares0 from 3,784
Change-3,784 (-100%)
Value$0 (-$232.6K)
Filed 2026-11-05
Center For Asset Management LLC
CLOSED
Shares0 from 3,652
Change-3,652 (-100%)
Value$0 (-$225.6K)
Filed 2026-10-16
Penney Financial, LLC
CLOSED
Shares0 from 3,603
Change-3,603 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-20
Avior Wealth Management, LLC
CLOSED
Shares0 from 3,569
Change-3,569 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-13
Sheets Smith Wealth Management
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-16
Foster Group, Inc.
CLOSED
Shares0 from 3,450
Change-3,450 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-13
One Way Holdings LLC
CLOSED
Shares0 from 3,441
Change-3,441 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-29
Woodmont Investment Counsel LLC
CLOSED
Shares0 from 3,435
Change-3,435 (-100%)
Value$0 (-$212.1K)
Filed 2026-10-29
Verus Capital Partners, LLC
CLOSED
Shares0 from 3,427
Change-3,427 (-100%)
Value$0 (-$211.7K)
Filed 2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
CLOSED
Shares0 from 3,395
Change-3,395 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-15
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 3,377
Change-3,377 (-100%)
Value$0 (-$208.6K)
Filed 2026-10-21
Crestwood Advisors Group, LLC
CLOSED
Shares0 from 3,356
Change-3,356 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-27
Balefire, LLC
CLOSED
Shares0 from 3,314
Change-3,314 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-09
AMG National Trust Bank
CLOSED
Shares0 from 3,304
Change-3,304 (-100%)
Value$0 (-$204.1K)
Filed 2026-11-05
Symmetry Partners, LLC
CLOSED
Shares0 from 3,288
Change-3,288 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-27
Canopy Partners, LLC
CLOSED
Shares0 from 3,275
Change-3,275 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-28
Enterprise Financial Services Corp
CLOSED
Shares0 from 3,247
Change-3,247 (-100%)
Value$0 (-$200.5K)
Filed 2026-11-03
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$123.5K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 1,672
Change-1,672 (-100%)
Value$0 (-$103.3K)
Filed 2026-10-28
Bayforest Capital Ltd
CLOSED
Shares0 from 1,166
Change-1,166 (-100%)
Value$0 (-$72.0K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 848
Change-848 (-100%)
Value$0 (-$52.6K)
Filed 2026-10-16
Whipplewood Advisors, LLC
CLOSED
Shares0 from 413
Change-413 (-100%)
Value$0 (-$25.5K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$21.3K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$16.7K)
Filed 2026-10-22
William B. Walkup & Associates, Inc.
CLOSED
Shares0 from 212
Change-212 (-100%)
Value$0 (-$13.1K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$11.2K)
Filed 2026-10-27
LifeSteps Financial, Inc.
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-15
United Financial Planning Group LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$6.9K)
Filed 2026-11-04
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-04
Essential Partners LLC
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-14
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-16
Key FInancial Inc
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$494)
Filed 2026-11-02
Capital International Investors
N/A
Shares— from 49,134,401
Change-49,134,401 (-100%)
Value—
FMR LLC
N/A
Shares— from 44,158,315
Change-44,158,315 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 30,330,845
Change-30,330,845 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 24,566,708
Change-24,566,708 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 20,161,366
Change-20,161,366 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,534,980
Change-10,534,980 (-100%)
Value—
Capital World Investors
N/A
Shares— from 9,737,992
Change-9,737,992 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,707,052
Change-7,707,052 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 7,385,374
Change-7,385,374 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,390,955
Change-5,390,955 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,874,437
Change-4,874,437 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 4,475,744
Change-4,475,744 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,383,770
Change-4,383,770 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,313,503
Change-4,313,503 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,167,537
Change-4,167,537 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,896,414
Change-3,896,414 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 3,270,886
Change-3,270,886 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,069,691
Change-3,069,691 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,045,993
Change-3,045,993 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,019,452
Change-3,019,452 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,536,967
Change-2,536,967 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 2,484,902
Change-2,484,902 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,414,293
Change-2,414,293 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,366,042
Change-2,366,042 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 2,329,421
Change-2,329,421 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 2,175,636
Change-2,175,636 (-100%)
Value—
Maple Rock Capital Partners Inc.
N/A
Shares— from 2,166,000
Change-2,166,000 (-100%)
Value—
Empyrean Capital Partners, LP
N/A
Shares— from 1,925,000
Change-1,925,000 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 1,718,852
Change-1,718,852 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 1,578,375
Change-1,578,375 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,199,554
Change-1,199,554 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,075,285
Change-1,075,285 (-100%)
Value—
Madison Avenue Partners, LP
N/A
Shares— from 1,043,302
Change-1,043,302 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 1,008,609
Change-1,008,609 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 923,379
Change-923,379 (-100%)
Value—
Prescott General Partners LLC
N/A
Shares— from 920,100
Change-920,100 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 874,870
Change-874,870 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 872,491
Change-872,491 (-100%)
Value—
UBS Group AG
N/A
Shares— from 817,441
Change-817,441 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 772,733
Change-772,733 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 748,245
Change-748,245 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 747,848
Change-747,848 (-100%)
Value—
State Street Corp
N/A
Shares— from 695,760
Change-695,760 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 589,730
Change-589,730 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 581,209
Change-581,209 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 573,253
Change-573,253 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 555,566
Change-555,566 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 547,925
Change-547,925 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 523,032
Change-523,032 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 506,686
Change-506,686 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 501,006
Change-501,006 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 486,360
Change-486,360 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 484,080
Change-484,080 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 463,380
Change-463,380 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 458,286
Change-458,286 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 443,713
Change-443,713 (-100%)
Value—
Barclays PLC
N/A
Shares— from 397,599
Change-397,599 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 389,042
Change-389,042 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 381,707
Change-381,707 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 372,316
Change-372,316 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 356,969
Change-356,969 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 343,275
Change-343,275 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 329,156
Change-329,156 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 307,311
Change-307,311 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 307,010
Change-307,010 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 293,448
Change-293,448 (-100%)
Value—
Epacria Capital Partners, LLC
N/A
Shares— from 290,381
Change-290,381 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 280,967
Change-280,967 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 258,128
Change-258,128 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 256,655
Change-256,655 (-100%)
Value—
Night Squared LP
N/A
Shares— from 255,301
Change-255,301 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 237,656
Change-237,656 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 230,620
Change-230,620 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 224,848
Change-224,848 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 222,941
Change-222,941 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 220,447
Change-220,447 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 219,957
Change-219,957 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 217,176
Change-217,176 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 213,263
Change-213,263 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 212,690
Change-212,690 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 210,690
Change-210,690 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 207,794
Change-207,794 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 206,521
Change-206,521 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 196,536
Change-196,536 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 195,916
Change-195,916 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 186,207
Change-186,207 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 184,539
Change-184,539 (-100%)
Value—
Smith Thomas W
N/A
Shares— from 181,000
Change-181,000 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 180,429
Change-180,429 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 180,000
Change-180,000 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 176,277
Change-176,277 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 167,866
Change-167,866 (-100%)
Value—
First Sabrepoint Capital Management LP
N/A
Shares— from 160,000
Change-160,000 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 157,175
Change-157,175 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 150,050
Change-150,050 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 149,657
Change-149,657 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 141,051
Change-141,051 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 139,453
Change-139,453 (-100%)
Value—
&partners
N/A
Shares— from 137,067
Change-137,067 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 135,387
Change-135,387 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 132,462
Change-132,462 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 131,298
Change-131,298 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 130,235
Change-130,235 (-100%)
Value—
Boston Partners
N/A
Shares— from 126,240
Change-126,240 (-100%)
Value—
Kize Capital LP
N/A
Shares— from 126,000
Change-126,000 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 121,699
Change-121,699 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 121,203
Change-121,203 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 118,426
Change-118,426 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 108,558
Change-108,558 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 103,004
Change-103,004 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 97,886
Change-97,886 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 95,589
Change-95,589 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 93,676
Change-93,676 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 86,861
Change-86,861 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 86,606
Change-86,606 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 85,194
Change-85,194 (-100%)
Value—
Stephens Inc
N/A
Shares— from 83,647
Change-83,647 (-100%)
Value—
Wealth High Governance Capital Ltda
N/A
Shares— from 82,824
Change-82,824 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 82,824
Change-82,824 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 82,672
Change-82,672 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 80,822
Change-80,822 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 76,883
Change-76,883 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 76,647
Change-76,647 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 76,303
Change-76,303 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 76,000
Change-76,000 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 75,524
Change-75,524 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 73,188
Change-73,188 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 70,315
Change-70,315 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 68,434
Change-68,434 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 68,073
Change-68,073 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 68,044
Change-68,044 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 67,931
Change-67,931 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 67,317
Change-67,317 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 66,659
Change-66,659 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 62,707
Change-62,707 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 61,464
Change-61,464 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 60,054
Change-60,054 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 59,610
Change-59,610 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 59,343
Change-59,343 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 58,012
Change-58,012 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 57,836
Change-57,836 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 56,644
Change-56,644 (-100%)
Value—
English Capital Management LLC
N/A
Shares— from 54,529
Change-54,529 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 53,121
Change-53,121 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 52,579
Change-52,579 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 52,500
Change-52,500 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 51,914
Change-51,914 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 51,718
Change-51,718 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 50,839
Change-50,839 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 49,428
Change-49,428 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 49,221
Change-49,221 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 48,192
Change-48,192 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 47,292
Change-47,292 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 46,869
Change-46,869 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 46,074
Change-46,074 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 45,936
Change-45,936 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 45,262
Change-45,262 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 43,594
Change-43,594 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 43,368
Change-43,368 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 43,085
Change-43,085 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 42,778
Change-42,778 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 41,950
Change-41,950 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 41,321
Change-41,321 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 40,969
Change-40,969 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 40,246
Change-40,246 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 40,152
Change-40,152 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 38,712
Change-38,712 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 37,943
Change-37,943 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 37,513
Change-37,513 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 37,157
Change-37,157 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 36,682
Change-36,682 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 36,667
Change-36,667 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 33,566
Change-33,566 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,973
Change-32,973 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 31,854
Change-31,854 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 31,096
Change-31,096 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 30,236
Change-30,236 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 30,223
Change-30,223 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 29,894
Change-29,894 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 29,662
Change-29,662 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 29,507
Change-29,507 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 29,074
Change-29,074 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 28,293
Change-28,293 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 28,189
Change-28,189 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 28,111
Change-28,111 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 26,812
Change-26,812 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 26,745
Change-26,745 (-100%)
Value—
Nwam LLC
N/A
Shares— from 26,544
Change-26,544 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 26,215
Change-26,215 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 25,985
Change-25,985 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 24,451
Change-24,451 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 23,588
Change-23,588 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 23,502
Change-23,502 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 23,385
Change-23,385 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 22,677
Change-22,677 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 22,513
Change-22,513 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 22,439
Change-22,439 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 22,375
Change-22,375 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 22,368
Change-22,368 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 21,998
Change-21,998 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 21,992
Change-21,992 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 21,838
Change-21,838 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 21,363
Change-21,363 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 21,341
Change-21,341 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 21,128
Change-21,128 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 20,242
Change-20,242 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 20,119
Change-20,119 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 20,087
Change-20,087 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,842
Change-19,842 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 19,727
Change-19,727 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 19,726
Change-19,726 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 18,793
Change-18,793 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 18,762
Change-18,762 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 18,754
Change-18,754 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 18,663
Change-18,663 (-100%)
Value—
Glenorchy Capital Ltd
N/A
Shares— from 18,660
Change-18,660 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 18,626
Change-18,626 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 18,422
Change-18,422 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 18,398
Change-18,398 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 16,860
Change-16,860 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 16,820
Change-16,820 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 16,747
Change-16,747 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 16,030
Change-16,030 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 15,962
Change-15,962 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 15,706
Change-15,706 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,849
Change-14,849 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 14,575
Change-14,575 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 14,359
Change-14,359 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 14,192
Change-14,192 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 14,089
Change-14,089 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 14,087
Change-14,087 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,973
Change-13,973 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,643
Change-13,643 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 13,527
Change-13,527 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 13,188
Change-13,188 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 13,180
Change-13,180 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 13,070
Change-13,070 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 12,913
Change-12,913 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 12,724
Change-12,724 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,225
Change-12,225 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 12,097
Change-12,097 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,899
Change-11,899 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 11,393
Change-11,393 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 11,003
Change-11,003 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 10,999
Change-10,999 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 10,718
Change-10,718 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 10,193
Change-10,193 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,027
Change-10,027 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 10,024
Change-10,024 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 9,844
Change-9,844 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,779
Change-9,779 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 9,392
Change-9,392 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 9,323
Change-9,323 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 9,287
Change-9,287 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,216
Change-9,216 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 9,122
Change-9,122 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 9,003
Change-9,003 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 8,893
Change-8,893 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 8,783
Change-8,783 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 8,669
Change-8,669 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 8,601
Change-8,601 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 8,579
Change-8,579 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 8,518
Change-8,518 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,448
Change-8,448 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 8,378
Change-8,378 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 8,206
Change-8,206 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 8,159
Change-8,159 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 8,018
Change-8,018 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 7,919
Change-7,919 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 7,915
Change-7,915 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 7,867
Change-7,867 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,842
Change-7,842 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 7,640
Change-7,640 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,572
Change-7,572 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 7,565
Change-7,565 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 7,534
Change-7,534 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 7,356
Change-7,356 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 7,246
Change-7,246 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,246
Change-7,246 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 7,210
Change-7,210 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 7,192
Change-7,192 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 7,160
Change-7,160 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 7,121
Change-7,121 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 7,095
Change-7,095 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,095
Change-7,095 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 7,089
Change-7,089 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 7,057
Change-7,057 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 7,051
Change-7,051 (-100%)
Value—
CSS LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 6,842
Change-6,842 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 6,602
Change-6,602 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 6,386
Change-6,386 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 6,364
Change-6,364 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,954
Change-5,954 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Optas, LLC
N/A
Shares— from 5,894
Change-5,894 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 5,846
Change-5,846 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,804
Change-5,804 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,330
Change-5,330 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,319
Change-5,319 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 5,216
Change-5,216 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,203
Change-5,203 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,161
Change-5,161 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 5,157
Change-5,157 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 4,784
Change-4,784 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 4,688
Change-4,688 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 4,679
Change-4,679 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,614
Change-4,614 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 4,407
Change-4,407 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,404
Change-4,404 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 4,113
Change-4,113 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,928
Change-3,928 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,871
Change-3,871 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,869
Change-3,869 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,608
Change-3,608 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,467
Change-3,467 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Motco
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 2,366
Change-2,366 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 890
Change-890 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 848
Change-848 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 800
Change-800 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 768
Change-768 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 641
Change-641 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 574
Change-574 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 465
Change-465 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 448
Change-448 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 423
Change-423 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 375
Change-375 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Centennial Bank
N/A
Shares— from 300
Change-300 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 209
Change-209 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 186
Change-186 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 158
Change-158 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 123
Change-123 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 115
Change-115 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 115
Change-115 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 100
Change-100 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 97
Change-97 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 34
Change-34 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Mondrian Investment Partners LTD
INCREASED4,357,6163,682,956+674,660+18%$227.5M$237.1M+$9.6M2026-10-23
Thrivent Financial for Lutherans
INCREASED1,535,60128,767+1,506,834+5238%$1.8M$83.5K-$1.7M2026-11-05
Bahl & Gaynor LLC
DECREASED1,400,9411,408,261-7,320-1%$87.0M$76.2M-$10.8M2026-11-05
Dimensional Fund Advisors LP
INCREASED1,320,413753,029+567,384+75%$46.5M$71.8M+$25.3M2026-11-04
ABC Arbitrage SA
INCREASED1,282,238731,156+551,082+75%$45.2M$69.8M+$24.6M2026-10-23
Euro Pacific Asset Management, LLC
INCREASED722,881649,046+73,835+11%$39.7K$39.3M+$39.2M2026-11-03
Assetmark, Inc
INCREASED679,288667,907+11,381+2%$41.2M$37.0M-$4.3M2026-10-21
Todd Asset Management LLC
DECREASED661,289815,141-153,852-19%$50.3M$36.0M-$14.4M2026-10-27
Truist Financial Corp
DECREASED465,709470,822-5,113-1%$29.1M$25.3M-$3.7M2026-10-30
Cambiar Investors LLC
NEW409,170—+409,170——$22.3M—2026-11-04
Bank of New York Mellon Corp
INCREASED380,429345,804+34,625+10%$21.4M$20.7M-$661.6K2026-11-05
Oppenheimer Asset Management Inc.
INCREASED364,203303,064+61,139+20%$18.7M$19.8M+$1.1M2026-10-27
Adams Asset Advisors, LLC
UNCHANGED343,016343,01600%$21.2M$18.7M-$2.5M2026-10-08
Factory Mutual Insurance Co
INCREASED327,595224,795+102,800+46%$13.9M$17.8M+$3.9M2026-10-30
Viking Fund Management LLC
INCREASED290,000230,000+60,000+26%$14.2M$15.8M+$1.6M2026-10-14
Creative Planning
DECREASED280,862284,021-3,159-1%$17.5M$15.3M-$2.3M2026-11-02
Capricorn Fund Managers Ltd
DECREASED280,000435,252-155,252-36%$26.9M$15.2M-$11.6M2026-11-03
Investment Management Associates Inc
DECREASED268,996272,457-3,461-1%$16.8M$14.6M-$2.2M2026-10-29
GW Henssler & Associates LTD
INCREASED267,315266,580+735+0%$16.5M$14.5M-$1.9M2026-10-26
SBI Securities Co., Ltd.
DECREASED257,336260,921-3,585-1%$16.1M$14.0M-$2.1M2026-10-22
Commonwealth Equity Services, LLC
DECREASED252,431252,627-1960%$15.6M$13.7M-$1.9M2026-11-02
Altrius Capital Management Inc
INCREASED194,112174,404+19,708+11%$10.8M$10.6M-$211.5K2026-11-05
Dupree Financial Group, LLC
INCREASED173,790168,816+4,974+3%$10.4M$9.5M-$971.9K2026-10-09
Moran Wealth Management, LLC
INCREASED172,851160,852+11,999+7%$9.9M$9.4M-$531.1K2026-10-22
Atria Investments, Inc
INCREASED167,959146,338+21,621+15%$9.0M$9.1M+$99.1K2026-10-15
Transmarket Holdings LP
NEW165,036—+165,036——$9.0M—2026-10-27
Keystone Financial Planning, Inc.
DECREASED163,906165,273-1,367-1%$10.2M$8.9M-$1.3M2026-10-08
Citigroup Inc
DECREASED154,3481,554,525-1,400,177-90%$96.0M$8.4M-$87.6M2026-11-04
Davenport & Co LLC
INCREASED150,500139,813+10,687+8%$8.6M$8.2M-$447.7K2026-10-14
Savoir Faire Capital Management, L.P.
DECREASED148,095162,691-14,596-9%$10.0M$8.1M-$2.0M2026-11-03
Ritholtz Wealth Management
DECREASED138,525142,646-4,121-3%$8.8M$7.5M-$1.3M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED136,475134,195+2,280+2%$8.3M$7.4K-$8.3M2026-11-02
TD Private Client Wealth LLC
INCREASED134,072133,095+977+1%$8.2M$7.3M-$926.4K2026-10-28
Kennon-Green & Company, LLC
DECREASED129,847137,568-7,721-6%$8.5M$7.1M-$1.4M2026-10-05
Inlet Private Wealth, LLC
UNCHANGED126,318126,31800%$7.8M$6.9M-$929.7K2026-10-21
Poehling Capital Management, Inc.
INCREASED119,767119,094+673+1%$7.4M$6.5M-$839.9K2026-10-20
Philip James Wealth Mangement, LLC
DECREASED118,928127,523-8,595-7%$7.9M$6.5M-$1.4M2026-10-27
CWA Asset Management Group, LLC
INCREASED116,92071,243+45,677+64%$4.4M$6.4M+$2.0M2026-10-19
TD Waterhouse Canada Inc.
INCREASED114,65294,068+20,584+22%$5.7M$6.1M+$402.4K2026-10-16
Butensky & Cohen Financial Security, Inc
INCREASED114,368113,888+480+0%$7.0M$6.2M-$812.1K2026-10-13
TrueMark Investments, LLC
DECREASED104,907258,128-153,221-59%$15.9M$5.7M-$10.2M2026-11-05
Hennessy Advisors Inc
UNCHANGED102,700102,70000%$6.3M$5.6M-$755.9K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED91,73997,321-5,582-6%$5.8M$5.1M-$756.1K2026-10-13
CIBC Asset Management Inc
DECREASED89,87690,315-4390%$5.6M$4.9M-$688.6K2026-11-05
Carota Wealth Management
NEW89,807—+89,807——$4.9M—2026-11-03
Gateway Investment Advisers LLC
DECREASED89,797187,068-97,271-52%$11.6M$4.9M-$6.7M2026-10-13
D.A. Davidson & Co.
INCREASED88,42882,217+6,211+8%$5.1M$4.8M-$267.2K2026-10-28
US Bancorp \de\
INCREASED86,73986,186+553+1%$5.3M$4.7M-$604.3K2026-11-05
First Bank & Trust
DECREASED78,04878,564-516-1%$4.9M$4.2M-$606.3K2026-10-19
Vise Technologies, Inc.
DECREASED78,015136,251-58,236-43%$8.4M$4.2M-$4.2M2026-10-29
Pekin Hardy Strauss, Inc.
DECREASED75,99676,120-1240%$4.7M$4.1M-$567.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED75,02059,249+15,771+27%$3.7M$4.1M+$421.9K2026-11-02
LFG Wealth Partners, LLC
INCREASED74,25662,728+11,528+18%$3.9M$4.0M+$165.4K2026-10-28
Orca Wealth Management, LLC
DECREASED69,72869,776-480%$4.3M$3.8M-$516.2K2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED69,60159,955+9,646+16%$3.7M$3.8M+$83.5K2026-11-05
Manske Wealth Management
INCREASED68,66164,784+3,877+6%$4.0M$3.7M-$265.9K2026-10-26
Park Avenue Securities LLC
DECREASED67,27768,359-1,082-2%$4.2M$3.7K-$4.2M2026-10-26
Quadrant Capital Group LLC
INCREASED62,12461,214+910+1%$3.8M$3.5M-$323.4K2026-10-20
HF Advisory Group, LLC
INCREASED60,28255,111+5,171+9%$3.4M$3.3M-$124.3K2026-10-09
Lifetime Wealth Management P.C.
DECREASED57,14769,143-11,996-17%$4.3M$3.1M-$1.2M2026-10-29
Meridian Investment Counsel Inc.
DECREASED56,85057,653-803-1%$3.6M$3.1M-$468.0K2026-10-14
Uncommon Cents Investing Inc
INCREASED56,77756,690+87+0%$3.5M$3.1M-$412.5K2026-10-20
Kathmere Capital Management, LLC
DECREASED55,73057,938-2,208-4%$3.6M$3.0M-$546.5K2026-10-20
CenterBook Partners LP
INCREASED54,67342,560+12,113+28%$2.6M$3.0M+$345.7K2026-11-02
Equitable Trust Co
INCREASED54,34337,267+17,076+46%$2.3M$3.0M+$654.6K2026-10-13
Signaturefd, LLC
DECREASED53,29354,636-1,343-2%$3.4M$2.9M-$475.2K2026-10-23
Cherokee Insurance Co
UNCHANGED53,17653,17600%$3.3M$2.9M-$391.4K2026-11-05
Turtle Creek Wealth Advisors, LLC
INCREASED50,3394,416+45,923+1040%$272.7K$2.7M+$2.5M2026-10-15
Citizens National Bank Trust Department
INCREASED48,35341,143+7,210+18%$2.5M$2.6M+$89.4K2026-11-04
ASO Group Ltd
INCREASED48,10318,908+29,195+154%$1.2M$2.6K-$1.2M2026-11-05
Lido Advisors, LLC
INCREASED47,97723,766+24,211+102%$1.5M$2.6M+$1.1M2026-11-04
Eagle Global Advisors LLC
NEW47,671—+47,671——$2.6M—2026-11-02
Fulton Bank, N.A.
DECREASED47,11447,680-566-1%$2.9M$2.6M-$381.7K2026-10-14
J.W. Cole Advisors, Inc.
DECREASED46,57848,252-1,674-3%$3.0M$2.5M-$446.2K2026-11-05
Diversify Wealth Management, LLC
INCREASED46,27241,600+4,672+11%$2.5M$2.7M+$153.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED46,27241,600+4,672+11%$2.5M$2.7M+$153.7K2026-10-20
Choreo, LLC
INCREASED45,97039,238+6,732+17%$2.4M$2.5M+$77.4K2026-10-28
Todd Wealth Management, LLC
DECREASED45,43445,748-314-1%$2.8M$2.5M-$353.8K2026-10-19
Range Financial Group LLC
INCREASED45,30143,725+1,576+4%$2.7M$2.5M-$236.1K2026-10-21
Townsend & Associates, Inc
DECREASED42,18842,240-520%$2.6M$2.5M-$108.3K2026-10-23
Raleigh Capital Management Inc.
INCREASED41,76240,671+1,091+3%$2.5M$2.3M-$240.0K2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED40,53337,911+2,622+7%$2.3M$2.2M-$140.0K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED40,35436,337+4,017+11%$2.2M$2.2M-$48.9K2026-10-30
AdvisorNet Financial, Inc
DECREASED40,19440,910-716-2%$2.5M$2.3M-$249.2K2026-10-15
Perpetual Ltd
INCREASED33,04130,483+2,558+8%$1.9M$1.8M-$85.2K2026-10-13
China Universal Asset Management Co., Ltd.
DECREASED32,34736,947-4,600-12%$2.3M$1.8M-$507.6K2026-10-28
Ativo Capital Management LLC
INCREASED32,33932,322+17+0%$2.0M$1.8M-$237.0K2026-10-27
Oppenheimer & Co Inc
INCREASED32,25629,586+2,670+9%$1.8M$1.8M-$72.5K2026-10-26
Verdence Capital Advisors LLC
INCREASED32,07331,622+451+1%$2.0M$1.7M-$208.2K2026-10-26
Evergreen Capital Management LLC
DECREASED31,88645,418-13,532-30%$2.8M$1.7M-$1.1M2026-10-23
Souders Financial Advisors
DECREASED31,45634,193-2,737-8%$2.1M$1.7M-$400.5K2026-11-03
Compound Planning, Inc.
DECREASED31,33337,179-5,846-16%$2.3M$1.7M-$591.6K2026-11-05
J.Safra Asset Management Corp
INCREASED31,13827,620+3,518+13%$1.7M$1.7M-$11.9K2026-11-03
Blue Trust, Inc.
DECREASED30,39933,464-3,065-9%$2.1M$1.7M-$413.1K2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED30,29533,374-3,079-9%$2.1M$1.6M-$413.1K2026-10-20
HB Wealth Management, LLC
INCREASED30,12522,048+8,077+37%$1.4M$1.6M+$277.1K2026-10-23
Regions Financial Corp
INCREASED28,90925,295+3,614+14%$1.6M$1.6M+$10.4K2026-11-05
Mitchell & Pahl Private Wealth, LLC
INCREASED28,17727,111+1,066+4%$1.7M$1.5M-$141.6K2026-10-14
Fifth Third Bancorp
INCREASED28,17023,612+4,558+19%$1.5M$1.5M+$74.2K2026-11-05
Brookstone Capital Management
INCREASED27,21326,425+788+3%$1.6M$1.5M-$151.6K2026-10-22
Aaron Wealth Advisors LLC
INCREASED25,84425,352+492+2%$1.6M$1.4M-$159.8K2026-10-13
Obermeyer Wealth Partners
INCREASED25,62625,475+151+1%$1.6M$1.4M-$179.3K2026-10-21
Ipswich Investment Management Co., Inc.
UNCHANGED25,00025,00000%$1.5M$1.4M-$184.0K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED24,65528,311-3,656-13%$1.7M$1.3M-$407.2K2026-10-16
Aprio Wealth Management, LLC
INCREASED24,08823,795+293+1%$1.5M$1.3M-$159.2K2026-10-28
Simplex Trading, LLC
NEW23,707—+23,707——$1.3M—2026-11-04
Applied Capital LLC
INCREASED23,59823,406+192+1%$1.4M$1.3M-$161.8K2026-10-07
Access Investment Management LLC
INCREASED23,45919,769+3,690+19%$1.2M$1.3M+$55.2K2026-10-23
Provenance Wealth Advisors, LLC
NEW23,166—+23,166——$1.3M—2026-10-30
Avantra Family Wealth, Inc.
INCREASED23,13922,659+480+2%$1.4M$1.3M-$140.7K2026-10-20
Ted Buchan & Co
INCREASED23,13922,889+250+1%$1.4M$1.3M-$154.9K2026-10-23
Pictet Asset Management Holding SA
UNCHANGED22,96722,96700%$1.4M$1.2M-$169.0K2026-11-03
Retirement Guys Formula LLC
INCREASED22,82521,910+915+4%$1.4M$1.2M-$111.5K2026-10-26
Sagespring Wealth Partners, LLC
DECREASED22,19522,882-687-3%$1.4M$1.2M-$205.8K2026-10-22
Ceera Investments, LLC
DECREASED22,17022,360-190-1%$1.4M$1.2M-$174.9K2026-11-02
Ascent Group, LLC
DECREASED21,05723,089-2,032-9%$1.4M$1.1M-$280.5K2026-10-30
Greenleaf Trust
DECREASED20,96122,635-1,674-7%$1.4M$1.1M-$257.7K2026-10-29
Sanders Morris Harris LLC
NEW20,723—+20,723——$1.1M—2026-10-14
Fourpath Capital Management, LLC
DECREASED20,68321,434-751-3%$1.3M$1.1M-$198.6K2026-10-19
Nicholas Wealth, Llc.
INCREASED20,20119,827+374+2%$1.2M$1.1M-$125.6K2026-10-26
Sovran Advisors, LLC
INCREASED19,9176,797+13,120+193%$423.5K$1.2M+$792.8K2026-11-02
IFP Advisors, Inc
INCREASED19,69019,409+281+1%$1.2M$1.1M-$127.6K2026-10-16
Victory Financial Group, LLC
INCREASED19,34310,449+8,894+85%$645.4K$1.1M+$406.9K2026-10-27
Beacon Financial Advisory LLC
NEW18,982—+18,982——$1.0M—2026-10-16
Wespac Advisors, LLC
DECREASED18,81419,630-816-4%$1.2M$1.0M-$188.9K2026-10-26
Keybank National Association
DECREASED18,76327,982-9,219-33%$1.7M$1.0M-$707.5K2026-11-04
Farther Finance Advisors, LLC
INCREASED18,73916,904+1,835+11%$1.0M$1.0M-$26.2K2026-10-08
San Luis Wealth Advisors LLC
INCREASED18,48718,426+61+0%$1.1M$1.0M-$132.3K2026-10-27
Hilton Head Capital Partners, LLC
INCREASED17,97217,122+850+5%$1.1M$977.7K-$79.8K2026-10-23
Gibbs Wealth Management
INCREASED17,75015,482+2,268+15%$956.2K$965.6K+$9.4K2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED17,28618,109-823-5%$1.1M$940.4K-$178.0K2026-10-23
Linden Thomas Advisory Services, LLC
INCREASED16,88115,983+898+6%$987.1K$918.3K-$68.8K2026-10-19
Michels Family Financial, LLC
DECREASED16,70717,387-680-4%$1.1M$908.8K-$165.0K2026-11-02
Finer Wealth Management, Inc.
UNCHANGED16,65016,65000%$1.0M$905.8K-$122.5K2026-10-16
Key Client Fiduciary Advisors, LLC
INCREASED16,36415,819+545+3%$977.0K$890.2K-$86.8K2026-10-19
Plan Group Financial, LLC
DECREASED16,00017,000-1,000-6%$1.0M$945.8K-$104.2K2026-10-22
O'Brien Greene & Co. Inc
UNCHANGED15,94315,94300%$984.6K$867.3K-$117.3K2026-11-05
Ascentis Independent Advisors
NEW15,908—+15,908——$865.5K—2026-11-03
Prairie Advisory, LLC
INCREASED15,8467,923+7,923+100%$489.3K$862.0K+$372.7K2026-10-19
Code Waechter LLC
DECREASED15,56120,481-4,920-24%$1.3M$846.5K-$418.4K2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED15,52011,524+3,996+35%$711.7K$844.3K+$132.6K2026-10-27
Glenview Trust Co
DECREASED15,39616,361-965-6%$1.0M$837.5K-$172.9K2026-10-28
Parrish Capital LLC
INCREASED15,29213,625+1,667+12%$841.5K$831.9K-$9.6K2026-10-01
Frank, Rimerman Advisors LLC
DECREASED14,91318,851-3,938-21%$1.2M$811.3K-$353.0K2026-10-16
Indivisible Partners
INCREASED14,7469,354+5,392+58%$577.7K$802.2K+$224.5K2026-10-26
Integrity Alliance, Llc.
INCREASED14,37410,417+3,957+38%$643.4K$781.9K+$138.6K2026-10-29
Profund Advisors LLC
INCREASED14,03312,523+1,510+12%$773.4K$763.4K-$10.0K2026-10-29
Gamma Investing LLC
DECREASED13,98314,672-689-5%$906.1K$760.7K-$145.5K2026-10-08
Moody National Bank Trust Division
DECREASED13,72415,497-1,773-11%$957.1K$746.6K-$210.5K2026-10-06
Foster Victor Wealth Advisors, LLC
INCREASED13,55611,778+1,778+15%$685.5K$793.2K+$107.7K2026-10-21
Versant Capital Management, Inc
DECREASED13,51614,404-888-6%$889.6K$735.3K-$154.3K2026-10-02
Dynamic Advisor Solutions LLC
INCREASED13,4799,943+3,536+36%$614.1K$733.2K+$119.1K2026-10-13
Larson Financial Group LLC
INCREASED13,41313,039+374+3%$805.3K$729.7K-$75.6K2026-11-05
D'Orazio & Associates, Inc.
DECREASED13,27213,406-134-1%$828.0K$722.0K-$106.0K2026-11-04
Apollon Wealth Management, LLC
INCREASED13,03810,868+2,170+20%$671.2K$709.3K+$38.1K2026-10-23
Independent Financial Group, LLC
DECREASED12,94213,309-367-3%$822.0K$704.1K-$117.9K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED12,91612,565+351+3%$776.0K$702.6K-$73.4K2026-10-13
HUB Investment Partners, LLC
INCREASED12,79911,924+875+7%$736.4K$696.3K-$40.2K2026-11-03
Valeo Financial Advisors, LLC
INCREASED12,61210,242+2,370+23%$632.6K$686.1K+$53.5K2026-10-08
Procyon Advisors, LLC
DECREASED12,53512,894-359-3%$796.3K$681.9K-$114.4K2026-10-21
Keudell ison Wealth Management
DECREASED12,44513,382-937-7%$826.5K$677.0K-$149.5K2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED12,31714,805-2,488-17%$914.4K$670.1K-$244.3K2026-10-08
Ethic Inc.
INCREASED12,2889,213+3,075+33%$569.0K$668.5K+$99.5K2026-11-03
May Hill Capital, LLC
DECREASED12,21412,958-744-6%$800.3K$664.4K-$135.9K2026-11-03
Y-Intercept (Hong Kong) Ltd
DECREASED12,05024,172-12,122-50%$1.5M$655.5K-$837.3K2026-10-16
Prospera Financial Services Inc
DECREASED11,66418,700-7,036-38%$1.2M$717.7K-$437.3K2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED11,65610,002+1,654+17%$617.7K$634.1K+$16.4K2026-10-21
Titleist Asset Management, LLC
DECREASED11,61512,575-960-8%$776.6K$631.9K-$144.8K2026-10-08
Lantz Financial LLC
DECREASED11,47011,628-158-1%$718.1K$624.0K-$94.2K2026-10-15
Rossby Financial, LCC
INCREASED11,2865,793+5,493+95%$357.8K$614.0K+$256.2K2026-11-05
Bank & Trust Co
INCREASED11,19810,840+358+3%$669.5K$609.2K-$60.3K2026-10-07
Midwest Trust Co
INCREASED11,0756,178+4,897+79%$381.6K$602.5K+$220.9K2026-10-22
GC Wealth Management RIA, LLC
DECREASED11,04512,129-1,084-9%$749.1K$600.8K-$148.2K2026-11-02
Sanchez Gaunt Capital Management, LLC
NEW11,042—+11,042——$600.7K—2026-11-03
Symphony Financial, Ltd. Co.
INCREASED10,69310,165+528+5%$637.8K$583.2K-$54.5K2026-10-22
Jefferies Financial Group Inc.
DECREASED10,67712,720-2,043-16%$785.6K$580.8K-$204.8K2026-11-05
Parallel Advisors, LLC
DECREASED10,32610,740-414-4%$663.3K$561.7K-$101.6K2026-11-03
Woodard & Co Asset Management Group Inc
INCREASED10,13810,122+16+0%$625.1K$551.5K-$73.7K2026-11-03
Stockman Wealth Management, Inc.
UNCHANGED10,05210,05200%$620.8K$546.8K-$74.0K2026-10-27
Portside Wealth Group, LLC
NEW9,982—+9,982——$543.0K—2026-10-20
Wealth Science Advisors LLC
DECREASED9,91941,968-32,049-76%$2.6M$539.6K-$2.1M2026-10-09
MGO One Seven LLC
DECREASED9,8329,934-102-1%$613.5K$534.9K-$78.7K2026-10-28
Sterling Capital Management LLC
INCREASED9,6016,662+2,939+44%$411.4K$522.3K+$110.8K2026-10-22
Greenspring Advisors, LLC
INCREASED9,5944,978+4,616+93%$307.4K$521.9K+$214.5K2026-11-05
Excalibur Management Corp
UNCHANGED9,4919,49100%$586.2K$516.3K-$69.9K2026-11-02
CMG Global Holdings, LLC
UNCHANGED9,3529,35200%$577.6K$508.8K-$68.8K2026-10-14
PDS Planning, Inc
INCREASED9,2859,160+125+1%$565.7K$505.1K-$60.6K2026-11-03
Weaver Consulting Group
DECREASED9,2369,245-90%$570.9K$502.4K-$68.5K2026-10-07
Old National Bancorp
DECREASED9,1949,349-155-2%$577.4K$500.2K-$77.2K2026-10-20
Axxcess Wealth Management, LLC
NEW9,118—+9,118——$496.0K—2026-10-21
White Lighthouse Investment Management Inc.
UNCHANGED9,0849,08400%$561.1K$494.2K-$66.9K2026-10-21
AA Financial Advisors, LLC
INCREASED8,9848,686+298+3%$536.4K$488.7K-$47.7K2026-10-19
Capital Investment Advisors, LLC
DECREASED8,9189,503-585-6%$586.9K$485.1K-$101.8K2026-10-22
Founders Financial Securities LLC
DECREASED8,8739,137-264-3%$564.3K$482.7K-$81.6K2026-10-28
Wedbush Securities Inc
INCREASED8,8388,833+5+0%$546.0K$481-$545.5K2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED8,8368,152+684+8%$503.5K$480.7K-$22.8K2026-10-22
Pines Wealth Management, LLC
DECREASED8,5989,249-651-7%$571.2K$467.7K-$103.5K2026-10-21
Bingham Private Wealth, LLC
DECREASED8,5868,877-291-3%$548.2K$467.1K-$81.2K2026-11-05
StoneX Group Inc.
INCREASED8,5487,212+1,336+19%$445.4K$468.4K+$23.0K2026-11-03
Madden Securities Corp
DECREASED8,5009,600-1,100-11%$592.9K$462.4K-$130.5K2026-10-27
Arista Wealth Management, LLC
INCREASED8,4618,400+61+1%$518.8K$460.3K-$58.5K2026-10-29
Genesis Private Wealth, LLC
INCREASED8,4478,406+41+0%$519.2K$459.5K-$59.6K2026-11-02
Koshinski Asset Management, Inc.
INCREASED8,3168,226+90+1%$508.0K$452.4K-$55.6K2026-10-29
Value Investment Professionals, LLC
UNCHANGED8,2378,23700%$508.7K$448.1K-$60.6K2026-10-13
Formidable Asset Management, LLC
DECREASED8,1658,454-289-3%$494.3K$504.3K+$10.0K2026-11-03
First Horizon Corp
UNCHANGED8,1218,12100%$501.6K$441.8K-$59.8K2026-10-26
Magnolia Group, LLC
NEW8,000—+8,000——$435.2K—2026-11-05
First City Capital Management, Inc.
UNCHANGED7,7907,79000%$481.1K$423.8K-$57.3K2026-10-27
Vontobel Holding Ltd.
NEW7,758—+7,758——$422.0K—2026-10-16
Annex Advisory Services, LLC
INCREASED7,7517,606+145+2%$469.7K$421.6K-$48.1K2026-10-16
Athena Wealth Management, LLC
INCREASED7,6326,507+1,125+17%$401.9K$415.2K+$13.3K2026-10-09
Burns Matteson Capital Management, LLC
DECREASED7,5487,563-150%$467.1K$410.6K-$56.5K2026-10-16
Ti-Trust, Inc
UNCHANGED7,5227,52200%$464.6K$409.2K-$55.4K2026-10-21
MBA Advisors LLC
INCREASED7,3466,888+458+7%$425.4K$399.6K-$25.8K2026-10-29
Larry Mathis Financial Planning, LLC
DECREASED7,3097,768-459-6%$479.8K$397.6K-$82.1K2026-10-26
Crossmark Global Holdings, Inc.
DECREASED7,2837,966-683-9%$492.0K$396.2K-$95.8K2026-10-21
Ridgepath Capital Management LLC
INCREASED7,1977,103+94+1%$438.7K$391.5K-$47.1K2026-10-29
First County Bank
DECREASED7,1758,010-835-10%$494.7K$390.3K-$104.4K2026-10-13
Mission Wealth Management, LP
DECREASED7,14911,386-4,237-37%$703.2K$388.9K-$314.2K2026-10-15
United Advisor Group, LLC
DECREASED6,9987,019-210%$433.5K$380.7K-$52.8K2026-11-03
Guilbault Capital LLC
UNCHANGED6,9966,99600%$432.1K$380.6K-$51.5K2026-10-28
Certior Financial Group, LLC
DECREASED6,9617,044-83-1%$435.0K$378.7K-$56.4K2026-10-19
Sage Rhino Capital LLC
DECREASED6,9557,335-380-5%$453.0K$378.4K-$74.7K2026-10-28
Alchemi Wealth, LLC
INCREASED6,9146,574+340+5%$406.0K$376.1K-$29.9K2026-11-04
Laurel OAK Wealth Management, LLC
UNCHANGED6,8626,86200%$423.8K$373.3K-$50.5K2026-10-19
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED6,80033,700-26,900-80%$2.1M$369.9K-$1.7M2026-11-04
LVW Advisors, LLC
DECREASED6,7807,818-1,038-13%$482.9K$368.8K-$114.0K2026-10-19
Essex LLC
DECREASED6,7306,765-35-1%$417.8K$366.1K-$51.7K2026-10-14
Anchyra Partners LLC
INCREASED6,6585,973+685+11%$368.9K$362.2K-$6.7K2026-10-13
Griffin Asset Management, Inc.
INCREASED6,6276,613+14+0%$408.4K$360.5K-$48.0K2026-10-22
Syverson Strege & Co
DECREASED6,4918,524-2,033-24%$526.4K$353.1K-$173.3K2026-11-02
Hennion & Walsh Asset Management, Inc.
NEW6,483—+6,483——$352.7K—2026-10-13
Private Trust Co NA
DECREASED6,2596,890-631-9%$425.5K$340.5K-$85.0K2026-10-20
Affinity Capital Advisors, LLC
INCREASED6,2394,924+1,315+27%$302.6K$346.3K+$43.6K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED6,2177,626-1,409-18%$471.0K$338.2K-$132.8K2026-10-27
Wrenne Financial Planning LLC
UNCHANGED6,1886,18800%$382.2K$336.6K-$45.5K2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED6,0886,242-154-2%$385.5K$331.2K-$54.3K2026-11-03
Rakuten Securities, Inc.
DECREASED6,0086,055-47-1%$374.0K$326.8K-$47.1K2026-11-02
Focused Alpha, LLC
DECREASED5,9396,001-62-1%$370.6K$323.1K-$47.5K2026-10-20
EverSource Wealth Advisors, LLC
DECREASED5,9306,311-381-6%$389.8K$322.6K-$67.2K2026-11-04
Augustine Asset Management Inc
DECREASED5,9195,969-50-1%$368.6K$322.0K-$46.7K2026-10-13
Abel Hall, LLC
DECREASED5,89511,151-5,256-47%$688.7K$320.7K-$368.0K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED5,8834,249+1,634+38%$266.6K$320.0K+$53.4K2026-10-13
Moneco Advisors, LLC
INCREASED5,8345,825+9+0%$359.8K$317.4K-$42.4K2026-11-05
Blankinship & Foster, LLC
UNCHANGED5,8095,80900%$358.8K$316.0K-$42.8K2026-10-19
Intrua Financial, LLC
INCREASED5,6734,715+958+20%$291.2K$308.6K+$17.4K2026-10-28
Advisor OS, LLC
INCREASED5,6565,193+463+9%$320.7K$307.7K-$13.0K2026-11-03
Contravisory Investment Management, Inc.
DECREASED5,6426,014-372-6%$371.4K$306.9K-$64.5K2026-10-13
Cap Partners, LLC
DECREASED5,6325,878-246-4%$363.0K$306.4K-$56.6K2026-10-19
Shulman DeMeo Asset Management LLC
DECREASED5,6086,162-554-9%$380.6K$296.6K-$84.0K2026-10-09
Shrier Wealth Management, LLC
DECREASED5,5415,613-72-1%$346.6K$301.4K-$45.2K2026-10-20
Hohimer Wealth Management, LLC
UNCHANGED5,5005,50000%$339.7K$299.2K-$40.5K2026-11-04
71 West Capital Partners
DECREASED5,4666,291-825-13%$388.5K$297.4K-$91.2K2026-11-04
State of Wyoming
INCREASED5,4254,445+980+22%$274.5K$295.1K+$20.6K2026-10-28
Woodward Diversified Capital, LLC
UNCHANGED5,3555,35500%$330.7K$291.3K-$39.4K2026-10-21
Concord Wealth Partners
UNCHANGED5,3355,33500%$329.5K$290.2K-$39.3K2026-11-02
Csenge Advisory Group
DECREASED5,2707,243-1,973-27%$447.4K$286.7K-$160.7K2026-11-04
Traveka Wealth, LLC
INCREASED5,2604,775+485+10%$294.9K$286.1K-$8.8K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED5,2585,236+22+0%$323.4K$286.0K-$37.4K2026-11-04
SLT Holdings LLC
NEW5,250—+5,250——$285.6K—2026-10-15
Florida Trust Wealth Management Co
INCREASED5,1784,060+1,118+28%$250.7K$281.7K+$30.9K2026-11-05
Wedmont Private Capital
INCREASED5,1763,729+1,447+39%$223.8K$286.9K+$63.1K2026-10-09
Trek Financial, LLC
INCREASED5,1454,750+395+8%$293.4K$279.9K-$13.5K2026-10-29
Resonant Capital Advisors, LLC
DECREASED5,0807,050-1,970-28%$435.4K$276.4K-$159.1K2026-10-15
Asset One Wealth Management LLC
NEW5,007—+5,007——$272.4K—2026-11-02
Live Oak Private Wealth LLC
INCREASED4,9994,969+30+1%$306.9K$271.9K-$34.9K2026-11-02
PUREfi Wealth, LLC
DECREASED4,9075,213-306-6%$322.0K$266.9K-$55.0K2026-10-19
VestGen Advisors, LLC
DECREASED4,8869,245-4,359-47%$571.0K$265.8K-$305.2K2026-10-27
Sowell Financial Services LLC
DECREASED4,8555,541-686-12%$342.2K$264.1K-$78.1K2026-10-23
Granite Group Advisors, LLC
NEW4,843—+4,843——$263.5K—2026-10-14
BXM Wealth LLC
UNCHANGED4,8254,82500%$298.0K$262.5K-$35.5K2026-11-03
Fingerlakes Wealth Management, Inc.
UNCHANGED4,7704,77000%$294.6K$259.5K-$35.1K2026-11-04
Cromwell Holdings LLC
UNCHANGED4,7024,70200%$290.4K$255.8K-$34.6K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED4,6285,385-757-14%$332.6K$255.5K-$77.1K2026-10-30
Viewpoint Investment Partners Corp
DECREASED4,6005,300-700-13%$327.3K$252.2K-$75.1K2026-10-26
Mather Group, Llc.
INCREASED4,5933,736+857+23%$230.7K$249.9K+$19.1K2026-10-14
Creative Financial Designs Inc
INCREASED4,5884,335+253+6%$267.7K$249.6K-$18.2K2026-11-04
Winebrenner Capital Management LLC
UNCHANGED4,5004,50000%$277.9K$244.8K-$33.1K2026-10-07
Quintet Private Bank (Europe) S.A.
UNCHANGED4,5004,50000%$277.9K$244.8K-$33.1K2026-10-08
Sigma Planning Corp
DECREASED4,4876,231-1,744-28%$384.9K$244.1K-$140.8K2026-10-23
Sound Income Strategies, LLC
INCREASED4,4614,216+245+6%$260.4K$247.3K-$13.1K2026-10-09
Simplicity Wealth,LLC
INCREASED4,4553,716+739+20%$229.5K$242.4K+$12.8K2026-10-23
J.M. Arbour, LLC
INCREASED4,4554,223+232+5%$260.8K$242.4K-$18.5K2026-11-05
Brighton Jones LLC
INCREASED4,4484,157+291+7%$256.7K$242.0K-$14.8K2026-11-03
Gallacher Capital Management LLC
DECREASED4,4375,988-1,551-26%$369.8K$241.4K-$128.5K2026-10-30
Walled Lake Planning & Wealth Management, LLC
UNCHANGED4,4204,42000%$273.0K$240.4K-$32.5K2026-10-29
West Paces Advisors Inc.
INCREASED4,4183,669+749+20%$226.6K$240.3K+$13.7K2026-10-13
HCR Wealth Advisors
DECREASED4,4154,448-33-1%$274.7K$240.2K-$34.5K2026-10-15
Cooper Financial Group
INCREASED4,3924,184+208+5%$258.4K$238.9K-$19.4K2026-10-07
MW Advisory, LLC
INCREASED4,3744,032+342+8%$249.0K$237.9K-$11.1K2026-10-19
Park National Corp
INCREASED4,3613,314+1,047+32%$204.7K$237.2K+$32.6K2026-10-05
M Holdings Securities, Inc.
NEW4,300—+4,300——$266—2026-11-03
Edmp, Inc.
UNCHANGED4,2394,23900%$261.8K$230.6K-$31.2K2026-10-22
Costello Asset Management, Inc
UNCHANGED4,2084,20800%$259.9K$228.9K-$31.0K2026-10-30
Spire Wealth Management
DECREASED4,2054,900-695-14%$302.6K$228.7K-$73.9K2026-10-30
55 North Private Wealth, LLC
INCREASED4,1803,698+482+13%$228.4K$227.4K-$9962026-10-20
AGH Wealth Advisors, LLC
DECREASED4,1614,762-601-13%$294.1K$226.4K-$67.7K2026-10-26
Joel Isaacson & Co., LLC
INCREASED4,1594,146+13+0%$256.1K$226.3K-$29.8K2026-11-05
International Assets Investment Management, LLC
DECREASED4,1334,163-30-1%$252.1K$219.8K-$32.3K2026-11-02
Bayban
UNCHANGED4,0624,06200%$250.9K$250.9K$02026-11-05
Yousif Capital Management, LLC
DECREASED3,9904,186-196-5%$258.5K$217.1K-$41.5K2026-10-22
Clear Harbor Asset Management, LLC
UNCHANGED3,9803,98000%$245.8K$216.5K-$29.3K2026-11-05
Brucke Financial, Inc.
INCREASED3,8943,784+110+3%$233.7K$211.8K-$21.9K2026-10-23
Renasant Bank
INCREASED3,8763,840+36+1%$237.2K$210.9K-$26.3K2026-11-05
Montchanin Asset Management, LLC
UNCHANGED3,8703,87000%$239.0K$211-$238.8K2026-11-02
TrinityBridge Ltd
UNCHANGED3,8553,85500%$238.0K$210-$237.8K2026-10-30
Cullen T Bankers, Inc.
INCREASED3,8473,479+368+11%$214.9K$209.3K-$5.6K2026-10-28
Riversedge Advisors, LLC
DECREASED3,8454,182-337-8%$258.3K$209.2K-$49.1K2026-10-09
SYM Financial Corp
DECREASED3,8433,863-20-1%$238.6K$209.1K-$29.5K2026-10-26
Trust Point Inc.
DECREASED3,7533,771-180%$232.9K$204.2K-$28.7K2026-10-27
First National Trust Co
DECREASED3,7454,945-1,200-24%$305.4K$203.7K-$101.7K2026-10-28
Optima Capital LLC
DECREASED3,7354,847-1,112-23%$299.3K$203.2K-$96.1K2026-10-29
Cape Investment Advisory, Inc.
INCREASED3,5383,174+364+11%$196.0K$192.5K-$3.6K2026-10-13
Lloyd Advisory Services, Llc.
INCREASED3,3873,343+44+1%$206.5K$184.2K-$22.2K2026-11-02
Asset Planning,Inc
UNCHANGED3,2283,22800%$199.4K$175.6K-$23.8K2026-10-26
First Command Advisory Services, Inc.
INCREASED3,0891,217+1,872+154%$75.2K$168.0K+$92.9K2026-11-05
Grove Bank & Trust
INCREASED2,9782,770+208+8%$171.1K$162.0K-$9.1K2026-10-08
Hilltop National Bank
INCREASED2,9452,634+311+12%$162.7K$160.2K-$2.5K2026-10-14
Axiom Investment Management LLC
UNCHANGED2,8022,80200%$173.1K$152.4K-$20.6K2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED2,5842,586-20%$159.7K$140.6K-$19.1K2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,4752,47500%$152.9K$134.6K-$18.2K2026-10-23
Lanark Financial, Inc.
DECREASED2,2942,412-118-5%$149.0K$124.8K-$24.2K2026-10-26
Manchester Capital Management LLC
UNCHANGED2,1522,15200%$132.9K$117.1K-$15.8K2026-10-22
Parkside Financial Bank & Trust
DECREASED2,1342,869-735-26%$177.2K$116.1K-$61.1K2026-10-27
City State Bank
UNCHANGED2,1052,10500%$130.0K$114.5K-$15.5K2026-10-20
Summit Securities Group LLC
INCREASED2,100536+1,564+292%$33.1K$114.2K+$81.1K2026-11-05
Southern Michigan Bank & Trust
DECREASED1,8875,100-3,213-63%$315.0K$102.7K-$212.3K2026-10-19
Rosenberg Matthew Hamilton
DECREASED1,6851,758-73-4%$108.6K$91.7K-$16.9K2026-10-05
Balance Wealth Partners LLC
NEW1,580—+1,580——$85.9K—2026-10-27
Kelleher Financial Advisors
UNCHANGED1,5661,56600%$96.7K$85.2K-$11.5K2026-10-30
Pathway Financial Advisers, LLC
NEW1,564—+1,564——$85.1K—2026-10-27
Owl Creek Wealth Partners LLC
DECREASED1,5321,537-50%$94.9K$83.3K-$11.6K2026-10-20
Compass Wealth Management LLC
NEW1,350—+1,350——$73.4K—2026-10-22
Duncker Streett & Co Inc
UNCHANGED1,2421,24200%$76.7K$67.6K-$9.1K2026-10-27
Main Street Group, LTD
INCREASED1,2341,100+134+12%$67.9K$67.1K-$8062026-10-28
Root Financial Partners, LLC
NEW1,219—+1,219——$66.3K—2026-10-21
Centerpoint Advisors, LLC
INCREASED1,1131,102+11+1%$68.0K$61-$67.9K2026-11-05
Jnba Financial Advisors
INCREASED1,080217+863+398%$13.4K$58.8K+$45.4K2026-11-03
Salomon & Ludwin, LLC
DECREASED1,0621,180-118-10%$71.5K$57.8K-$13.7K2026-10-29
Towne Trust Company, N.a
NEW1,051—+1,051——$57.2K—2026-10-28
Triumph Capital Management
INCREASED1,0461,045+1+0%$64.5K$56.9K-$7.6K2026-10-14
Exchange Traded Concepts, LLC
NEW1,005—+1,005——$54.7K—2026-10-28
FNY Investment Advisers, LLC
DECREASED1,0005,300-4,300-81%$327$54-$2732026-10-16
Guardian Partners Inc.
UNCHANGED1,0001,00000%$61.8K$54.4K-$7.4K2026-10-21
James T. Borello RIA
DECREASED9781,050-72-7%$64.8K$53.2K-$11.6K2026-10-16
Nfsg Corp
INCREASED881520+361+69%$32.1K$47.9K+$15.8K2026-10-15
Westside Investment Management, Inc.
UNCHANGED78278200%$48.3K$41.2K-$7.1K2026-11-02
Signature Equity Partners, LLC
INCREASED778351+427+122%$21.7K$42.3K+$20.6K2026-10-29
CoreCap Advisors, LLC
DECREASED660662-20%$40.9K$35.9K-$5.0K2026-10-08
Nisa Investment Advisors, LLC
INCREASED653598+55+9%$36.9K$35.5K-$1.4K2026-10-20
Financial Management Professionals, Inc.
DECREASED627649-22-3%$40.1K$34.1K-$6.0K2026-10-23
Avion Wealth
INCREASED623614+9+1%$37$33-$42026-11-04
Retirement Wealth Solutions LLC
INCREASED592467+125+27%$28.8K$32.2K+$3.4K2026-10-07
Silver Grove Financial Group, Inc.
INCREASED581545+36+7%$33.7K$31.6K-$2.1K2026-11-05
CX Institutional
INCREASED568560+8+1%$35$31-$42026-10-02
KFG LLC
NEW565—+565——$30.7K—2026-11-02
Jacobi Capital Management LLC
NEW561—+561——$30.5K—2026-11-05
West Financial Advisors, LLC
NEW535—+535——$29.1K—2026-10-22
Financial Network Wealth Advisors LLC
INCREASED525260+265+102%$16.1K$28.6K+$12.5K2026-10-28
Highline Wealth Partners LLC
INCREASED488369+119+32%$22.8K$26.5K+$3.8K2026-10-19
JFS Wealth Advisors, LLC
DECREASED483486-3-1%$30.0K$26.3K-$3.7K2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED48248200%$29.8K$26.2K-$3.5K2026-11-02
Nova Financial LLC
NEW480—+480——$26.1K—2026-11-04
Ares Financial Consulting, LLC
UNCHANGED47147100%$29.1K$25.6K-$3.5K2026-10-19
WPG Advisers, LLC
DECREASED447450-3-1%$27.8K$24.3K-$3.5K2026-10-27
Arlington Trust Co LLC
UNCHANGED41541500%$25.6K$22.6K-$3.1K2026-10-20
Vision Financial Markets LLC
UNCHANGED40440400%$25.0K$22.0K-$3.0K2026-10-22
Atlantic Edge Private Wealth Management, LLC
UNCHANGED40040000%$24.7K$21.8K-$2.9K2026-10-20
Byrne Asset Management LLC
UNCHANGED40040000%$24.7K$21.3K-$3.4K2026-10-06
True Wealth Design, LLC
INCREASED344328+16+5%$20.3K$18.7K-$1.5K2026-10-13
Buck Wealth Strategies, LLC
INCREASED339333+6+2%$20.6K$18.4K-$2.1K2026-10-28
Acumen Wealth Advisors, LLC
INCREASED317195+122+63%$12.0K$17.2K+$5.2K2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED315300+15+5%$18.5K$17.1K-$1.4K2026-10-16
SJS Investment Consulting Inc.
DECREASED302349-47-13%$21.6K$16.4K-$5.1K2026-10-26
Advocate Investing Services LLC
UNCHANGED30030000%$18.5K$16.3K-$2.2K2026-10-26
Ascentis Wealth Management, LLC
INCREASED298178+120+67%$11.0K$16.2K+$5.2K2026-11-03
American National Bank & Trust
UNCHANGED28828800%$17.8K$15.7K-$2.1K2026-10-07
Financial Consulate, Inc
DECREASED253495-242-49%$30.6K$13.8K-$16.8K2026-10-23
GHP Investment Advisors, Inc.
INCREASED25027+223+826%$1.7K$13.6K+$11.9K2026-10-15
Golden State Wealth Management, LLC
UNCHANGED24824800%$15.3K$13.5K-$1.8K2026-11-02
Proathlete Wealth Management LLC
INCREASED24486+158+184%$5.3K$13.3K+$8.0K2026-10-15
Physician Wealth Advisors, Inc.
DECREASED239242-3-1%$14.9K$13.0K-$1.9K2026-10-20
Maseco LLP
UNCHANGED23523500%$14.5K$12.8K-$1.7K2026-10-27
Elyxium Wealth, LLC
NEW230—+230——$12.5K—2026-10-27
UMB Private Wealth Management, LLC
NEW230—+230——$12.5K—2026-10-19
Independence Bank of Kentucky
UNCHANGED22422400%$13.8K$12.2K-$1.6K2026-10-26
Center for Financial Planning, Inc.
NEW210—+210——$11.4K—2026-10-26
Sima Wealth Partners, LLC
UNCHANGED21021000%$13.0K$11.4K-$1.5K2026-10-19
Asset Dedication, LLC
DECREASED200302-102-34%$18.7K$10.9K-$7.8K2026-11-03
Kentucky Trust Co
UNCHANGED20020000%$12.4K$10.9K-$1.5K2026-10-15
North Star Investment Management Corp.
INCREASED180104+76+73%$6.4K$9.8K+$3.4K2026-10-27
Trust Co of Vermont
INCREASED17354+119+220%$3.3K$9.4K+$6.1K2026-10-21
Livelsberger Financial Advisory
NEW159—+159——$8.7K—2026-10-28
Nemes Rush Group LLC
INCREASED157127+30+24%$7.8K$8.5K+$6972026-11-04
Archer Investment Corp
UNCHANGED15015000%$9.3K$8.2K-$1.1K2026-11-05
Eastern Bank
UNCHANGED15015000%$9.3K$8.2K-$1.1K2026-10-05
Ninety One UK Ltd
UNCHANGED14814800%$9.1K$8.1K-$1.1K2026-10-15
Bell Investment Advisors, Inc
DECREASED147265-118-45%$16.4K$8.0K-$8.4K2026-10-29
Oakworth Capital, Inc.
NEW144—+144——$7.8K—2026-10-26
Montgomery Financial Services LLC
DECREASED141144-3-2%$8.9K$7.7K-$1.2K2026-11-03
Country Trust Bank
UNCHANGED13713700%$8.5K$7.5K-$1.0K2026-10-30
Elevation Wealth Partners, LLC
DECREASED122153-31-20%$9.5K$6.6K-$2.8K2026-10-07
GK Wealth Management LLC
NEW121—+121——$6.6K—2026-10-09
Birch Financial Group, LLC
NEW121—+121——$6.6K—2026-10-27
Paladin Partners, LLC
UNCHANGED12012000%$7.4K$6.5K-$8832026-10-06
Moisand Fitzgerald Tamayo, LLC
NEW111—+111——$6.0K—2026-10-15
Evolution Wealth Management Inc.
NEW107—+107——$5.8K—2026-10-28
Central Trust Co
DECREASED104136-32-24%$8.4K$5.7K-$2.7K2026-11-05
Tompkins Financial Corp
UNCHANGED10010000%$6.2K$5.4K-$7362026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED97181-84-46%$11.2K$5.3K-$5.9K2026-10-14
Flagship Wealth Advisors, LLC
NEW91—+91——$5.0K—2026-11-03
Kennebec Savings Bank
DECREASED82410-328-80%$25.3K$4.5K-$20.9K2026-10-22
Gleason Group, Inc.
UNCHANGED818100%$5.0K$4.4K-$5972026-10-15
Planning Strategies Inc.
NEW80—+80——$4.4K—2026-10-02
NBH Bank
UNCHANGED717100%$4.4K$3.9K-$5232026-11-05
Creative Capital Management Investments LLC
UNCHANGED696900%$4.3K$3.8K-$5072026-10-28
American Capital Advisory, LLC
DECREASED6387-24-28%$5.4K$3.4K-$1.9K2026-10-28
Financial Perspectives, Inc
UNCHANGED616100%$3.8K$3.3K-$4492026-11-03
Caitong International Asset Management Co., Ltd
DECREASED576,627-6,570-99%$409.3K$3.1K-$406.2K2026-10-29
Toth Financial Advisory Corp
NEW54—+54——$2.9K—2026-10-08
Hughes Financial Services, LLC
NEW50—+50——$3.1K—2026-10-30
Burk Holdings LLC
UNCHANGED505000%$3.1K$2.7K-$3682026-11-05
Abound Wealth Management
UNCHANGED484800%$3.0K$2.6K-$3532026-10-26
Albion Financial Group
NEW44—+44——$2.4K—2026-10-21
Farmers & Merchants Investments Inc
UNCHANGED404000%$2.5K$2.2K-$2942026-10-22
Harbor Investment Advisory, LLC
INCREASED3712+25+208%$741$2.0K+$1.3K2026-10-13
Elevated Capital Advisors, LLC
UNCHANGED353500%$2.2K$1.9K-$2582026-11-04
Private Wealth Management Group, LLC
NEW33—+33——$1.8K—2026-10-19
Brown, Lisle Ings, Inc.
UNCHANGED313100%$1.9K$1.7K-$2292026-10-16
Lodestone Wealth Management LLC
UNCHANGED292900%$1.8K$1.6K-$2132026-10-14
Armstrong Advisory Group, Inc
UNCHANGED282800%$1.7K$1.5K-$2062026-10-09
Mainstream Capital Management LLC
NEW27—+27——$1.5K—2026-10-23
Fairway Wealth LLC
NEW25—+25——$1.4K—2026-10-30
Monetary Solutions, Ltd
INCREASED2416+8+50%$988$1.3K+$3182026-10-22
RMG Wealth Management LLC
UNCHANGED242400%$1.3K$1.4K+$1052026-10-26
Kingdom Financial Group Llc.
NEW23—+23——$1.3K—2026-11-04
MV Capital Management, Inc.
DECREASED2176-55-72%$4.7K$1.1K-$3.6K2026-10-29
Downshift Financial, LLC
UNCHANGED202000%$1.2K$1.1K-$1472026-10-13
Sunrise Financial Services, LLC
DECREASED1959-40-68%$3.6K$1.0K-$2.6K2026-10-21
Godsey & Gibb, Inc
NEW16—+16——$871—2026-10-14
Mechanics Financial Corp
DECREASED1018-8-44%$1.1K$544-$5682026-11-05
Trust Co
UNCHANGED101000%$618$544-$742026-10-09
Chapman Financial Group, LLC
UNCHANGED101000%$618$544-$742026-10-26
Gilpin Wealth Management, LLC
NEW9—+9——$490—2026-10-09
Mosley Wealth Management
UNCHANGED9900%$556$522-$342026-10-16
StrongBox Wealth, LLC
NEW6—+6——$326—2026-11-02
Noble Wealth Management PBC
DECREASED417-13-76%$1.1K$218-$8322026-10-01
Decker Retirement Planning Inc.
UNCHANGED4400%$235$207-$282026-10-19
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED3300%$186$164-$222026-10-07
Nvest Wealth Strategies, Inc.
DECREASED26-4-67%$371$110-$2612026-10-14
Tounjian Advisory Partners, LLC
UNCHANGED1100%$37$33-$42026-11-04
Compass Financial Management LLC
UNCHANGED1100%$44$39-$52026-10-30
Lockheed Martin Investment Management Co
CLOSED0335,300-335,300-100%$20.7M$0-$20.7M2026-11-04
Daiwa Securities Group Inc.
CLOSED077,110-77,110-100%$4.8M$0-$4.8M2026-10-29
Optimist Retirement Group LLC
CLOSED040,936-40,936-100%$2.5M$0-$2.5M2026-10-30
Imc-Chicago, LLC
CLOSED036,018-36,018-100%$2.2M$0-$2.2M2026-11-05
Wealthstar Advisors, LLC
CLOSED010,466-10,466-100%$646.4K$0-$646.4K2026-10-19
FDx Advisors, Inc.
CLOSED010,207-10,207-100%$630.0K$0-$630.0K2026-11-05
Cordatus Wealth Management LLC
CLOSED07,662-7,662-100%$473.2K$0-$473.2K2026-10-19
Sunpointe, LLC
CLOSED07,175-7,175-100%$443.1K$0-$443.1K2026-10-22
Stegent Equity Advisors, Inc.
CLOSED06,141-6,141-100%$379.3K$0-$379.3K2026-10-13
SmartHarvest Portfolios, LLC
CLOSED05,553-5,553-100%$342.9K$0-$342.9K2026-10-26
Daymark Wealth Partners, LLC
CLOSED05,527-5,527-100%$341.4K$0-$341.4K2026-11-04
Convergence Financial, LLC
CLOSED05,416-5,416-100%$334.5K$0-$334.5K2026-10-27
Wesbanco Bank Inc
CLOSED05,000-5,000-100%$308.8K$0-$308.8K2026-11-04
BFI Infinity Ltd.
CLOSED04,574-4,574-100%$282.5K$0-$282.5K2026-10-16
Legacy Capital Wealth Partners, LLC
CLOSED04,399-4,399-100%$271.7K$0-$271.7K2026-10-21
Wealth Enhancement Trust Services, Inc.
CLOSED04,198-4,198-100%$259.3K$0-$259.3K2026-10-07
Arlington Partners LLC
CLOSED04,057-4,057-100%$250.6K$0-$250.6K2026-10-20
Teamwork Financial Advisors, LLC
CLOSED03,943-3,943-100%$243.5K$0-$243.5K2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED03,905-3,905-100%$241.2K$0-$241.2K2026-10-16
Advisor Resource Council
CLOSED03,784-3,784-100%$232.6K$0-$232.6K2026-11-05
Center For Asset Management LLC
CLOSED03,652-3,652-100%$225.6K$0-$225.6K2026-10-16
Penney Financial, LLC
CLOSED03,603-3,603-100%$222.5K$0-$222.5K2026-10-20
Avior Wealth Management, LLC
CLOSED03,569-3,569-100%$220.4K$0-$220.4K2026-10-13
Sheets Smith Wealth Management
CLOSED03,500-3,500-100%$216.2K$0-$216.2K2026-10-16
Foster Group, Inc.
CLOSED03,450-3,450-100%$213.1K$0-$213.1K2026-10-13
One Way Holdings LLC
CLOSED03,441-3,441-100%$212.5K$0-$212.5K2026-10-29
Woodmont Investment Counsel LLC
CLOSED03,435-3,435-100%$212.1K$0-$212.1K2026-10-29
Verus Capital Partners, LLC
CLOSED03,427-3,427-100%$211.7K$0-$211.7K2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
CLOSED03,395-3,395-100%$209.7K$0-$209.7K2026-10-15
Cardinal Point Capital Management ULC
CLOSED03,377-3,377-100%$208.6K$0-$208.6K2026-10-21
Crestwood Advisors Group, LLC
CLOSED03,356-3,356-100%$207.3K$0-$207.3K2026-10-27
Balefire, LLC
CLOSED03,314-3,314-100%$204.7K$0-$204.7K2026-10-09
AMG National Trust Bank
CLOSED03,304-3,304-100%$204.1K$0-$204.1K2026-11-05
Symmetry Partners, LLC
CLOSED03,288-3,288-100%$203.1K$0-$203.1K2026-10-27
Canopy Partners, LLC
CLOSED03,275-3,275-100%$202.3K$0-$202.3K2026-10-28
Enterprise Financial Services Corp
CLOSED03,247-3,247-100%$200.5K$0-$200.5K2026-11-03
Paradigm Asset Management Co LLC
CLOSED02,000-2,000-100%$123.5K$0-$123.5K2026-11-05
MCF Advisors LLC
CLOSED01,672-1,672-100%$103.3K$0-$103.3K2026-10-28
Bayforest Capital Ltd
CLOSED01,166-1,166-100%$72.0K$0-$72.0K2026-11-03
Cornerstone Planning Group LLC
CLOSED0848-848-100%$52.6K$0-$52.6K2026-10-16
Whipplewood Advisors, LLC
CLOSED0413-413-100%$25.5K$0-$25.5K2026-10-20
Salem Investment Counselors Inc
CLOSED0345-345-100%$21.3K$0-$21.3K2026-10-13
Atlatl Advisers LLC
CLOSED0271-271-100%$16.7K$0-$16.7K2026-10-22
William B. Walkup & Associates, Inc.
CLOSED0212-212-100%$13.1K$0-$13.1K2026-11-05
Cassaday & Co Wealth Management LLC
CLOSED0182-182-100%$11.2K$0-$11.2K2026-10-27
LifeSteps Financial, Inc.
CLOSED0155-155-100%$9.6K$0-$9.6K2026-10-15
United Financial Planning Group LLC
CLOSED0111-111-100%$6.9K$0-$6.9K2026-11-04
Commonwealth Retirement Investments LLC
CLOSED0106-106-100%$6.5K$0-$6.5K2026-10-26
Stone House Investment Management, LLC
CLOSED096-96-100%$5.9K$0-$5.9K2026-10-23
Plante Moran Financial Advisors, LLC
CLOSED075-75-100%$4.6K$0-$4.6K2026-11-04
Essential Partners LLC
CLOSED065-65-100%$4.0K$0-$4.0K2026-10-14
Trifecta Capital Advisors, LLC
CLOSED035-35-100%$2.2K$0-$2.2K2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED024-24-100%$1.5K$0-$1.5K2026-10-16
Key FInancial Inc
CLOSED08-8-100%$494$0-$4942026-11-02
Capital International Investors
N/A—49,134,401-49,134,401-100%$3.0B———
FMR LLC
N/A—44,158,315-44,158,315-100%$2.7B———
Capital Research Global Investors
N/A—30,330,845-30,330,845-100%$1.9B———
GQG Partners LLC
N/A—24,566,708-24,566,708-100%$1.5B———
BlackRock, Inc.
N/A—20,161,366-20,161,366-100%$1.2B———
Bank of America Corp
N/A—10,534,980-10,534,980-100%$650.6M———
Capital World Investors
N/A—9,737,992-9,737,992-100%$601.7M———
Morgan Stanley
N/A—7,707,052-7,707,052-100%$476.0M———
Orbis Allan Gray Ltd
N/A—7,385,374-7,385,374-100%$456.1M———
JPMorgan Chase & Co
N/A—5,390,955-5,390,955-100%$338.2M———
Wells Fargo & Company
N/A—4,874,437-4,874,437-100%$301.0M———
Natixis Advisors, LLC
N/A—4,475,744-4,475,744-100%$276.4M———
Envestnet Asset Management Inc
N/A—4,383,770-4,383,770-100%$270.7M———
Jones Financial Companies Lllp
N/A—4,313,503-4,313,503-100%$270.7M———
Northern Trust Corp
N/A—4,167,537-4,167,537-100%$257.4M———
Raymond James Financial Inc
N/A—3,896,414-3,896,414-100%$240.6M———
Marshall Wace, LLP
N/A—3,270,886-3,270,886-100%$202.0M———
Citadel Advisors LLC
N/A—3,069,691-3,069,691-100%$189.6M———
Goldman Sachs Group Inc
N/A—3,045,993-3,045,993-100%$188.1M———
Federated Hermes, Inc.
N/A—3,019,452-3,019,452-100%$186.5M———
LPL Financial LLC
N/A—2,536,967-2,536,967-100%$156.7M———
Newport Trust Company, LLC
N/A—2,484,902-2,484,902-100%$153.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,414,293-2,414,293-100%$149.1M———
Royal Bank of Canada
N/A—2,366,042-2,366,042-100%$146.1M———
WCM Investment Management, LLC
N/A—2,329,421-2,329,421-100%$146.1M———
Cullen Capital Management, LLC
N/A—2,175,636-2,175,636-100%$134.4M———
Maple Rock Capital Partners Inc.
N/A—2,166,000-2,166,000-100%$133.8M———
Empyrean Capital Partners, LP
N/A—1,925,000-1,925,000-100%$118.9M———
First Eagle Investment Management, LLC
N/A—1,718,852-1,718,852-100%$106.2M———
Capital International, Inc.
N/A—1,578,375-1,578,375-100%$97.5M———
Two Sigma Investments, LP
N/A—1,199,554-1,199,554-100%$74.1M———
D. E. Shaw & Co., Inc.
N/A—1,075,285-1,075,285-100%$66.4M———
Madison Avenue Partners, LP
N/A—1,043,302-1,043,302-100%$64.4M———
Callodine Capital Management, LP
N/A—1,008,609-1,008,609-100%$62.3M———
Qube Research & Technologies Ltd
N/A—923,379-923,379-100%$57.0M———
Prescott General Partners LLC
N/A—920,100-920,100-100%$56.8M———
Stifel Financial Corp
N/A—874,870-874,870-100%$54.0M———
SEI Investments Co
N/A—872,491-872,491-100%$53.9M———
UBS Group AG
N/A—817,441-817,441-100%$50.5M———
Massachusetts Financial Services Co
N/A—772,733-772,733-100%$47.7M———
NewEdge Advisors, LLC
N/A—748,245-748,245-100%$46.2M———
First Trust Advisors LP
N/A—747,848-747,848-100%$46.2M———
State Street Corp
N/A—695,760-695,760-100%$43.0M———
Teachers Retirement System of the State of Kentucky
N/A—589,730-589,730-100%$36.4M———
Capital Wealth Planning, LLC
N/A—581,209-581,209-100%$35.9M———
Crawford Investment Counsel Inc
N/A—573,253-573,253-100%$35.4M———
McGowan Group Asset Management, Inc.
N/A—555,566-555,566-100%$34.3M———
Causeway Capital Management LLC
N/A—547,925-547,925-100%$33.8M———
Neuberger Berman Group LLC
N/A—523,032-523,032-100%$32.4M———
Bridgewater Associates, LP
N/A—506,686-506,686-100%$31.3M———
Invesco Ltd.
N/A—501,006-501,006-100%$30.9M———
Osaic Holdings, Inc.
N/A—486,360-486,360-100%$30.0M———
O'shaughnessy Asset Management, LLC
N/A—484,080-484,080-100%$29.9M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—463,380-463,380-100%$28.6M———
Freestone Grove Partners LP
N/A—458,286-458,286-100%$28.3M———
Quantinno Capital Management LP
N/A—443,713-443,713-100%$27.4M———
Barclays PLC
N/A—397,599-397,599-100%$24.6M———
Charles Schwab Investment Management Inc
N/A—389,042-389,042-100%$24.0M———
Cetera Investment Advisers
N/A—381,707-381,707-100%$23.6M———
Deutsche Bank Ag\
N/A—372,316-372,316-100%$23.0M———
BNP Paribas Financial Markets
N/A—356,969-356,969-100%$22.0M———
Arax Advisory Partners
N/A—343,275-343,275-100%$21.2M———
Millennium Management LLC
N/A—329,156-329,156-100%$20.3M———
Wellington Management Group LLP
N/A—307,311-307,311-100%$19.0M———
Russell Investments Group, Ltd.
N/A—307,010-307,010-100%$19.0M———
MML Investors Services, LLC
N/A—293,448-293,448-100%$18.1M———
Epacria Capital Partners, LLC
N/A—290,381-290,381-100%$17.9M———
Modern Wealth Management, LLC
N/A—280,967-280,967-100%$17.4M———
Opal Capital LLC
N/A—258,128-258,128-100%$15.9M———
AQR Capital Management LLC
N/A—256,655-256,655-100%$15.9M———
Night Squared LP
N/A—255,301-255,301-100%$15.8M———
CIBC World Market Inc.
N/A—237,656-237,656-100%$14.7M———
Tower Research Capital LLC (TRC)
N/A—230,620-230,620-100%$14.2M———
QRG Capital Management, Inc.
N/A—224,848-224,848-100%$13.9M———
HRT Financial LP
N/A—222,941-222,941-100%$13.8M———
Auxier Asset Management LLC
N/A—220,447-220,447-100%$13.6M———
Nuveen, LLC
N/A—219,957-219,957-100%$13.6M———
Wealth High Governance Asset Management Ltda.
N/A—217,176-217,176-100%$13.4M———
Pathstone Holdings, LLC
N/A—213,263-213,263-100%$13.2M———
HighTower Advisors, LLC
N/A—212,690-212,690-100%$13.1M———
Capital Fund Management S.A.
N/A—210,690-210,690-100%$13.0M———
Janney Montgomery Scott LLC
N/A—207,794-207,794-100%$12.8M———
Contrarius Group Holdings Ltd
N/A—206,521-206,521-100%$12.8M———
Mariner, LLC
N/A—196,536-196,536-100%$12.1M———
UBS Asset Management Americas LLC
N/A—195,916-195,916-100%$12.1M———
Sanctuary Advisors, LLC
N/A—186,207-186,207-100%$11.5M———
Old Mission Capital LLC
N/A—184,539-184,539-100%$11.4M———
Smith Thomas W
N/A—181,000-181,000-100%$11.2M———
Manning & Napier Advisors LLC
N/A—180,429-180,429-100%$11.3M———
Verition Fund Management LLC
N/A—180,000-180,000-100%$11.1M———
Orion Porfolio Solutions, LLC
N/A—176,277-176,277-100%$10.9M———
Ameriprise Financial Inc
N/A—167,866-167,866-100%$10.4M———
First Sabrepoint Capital Management LP
N/A—160,000-160,000-100%$9.9M———
Logan Capital Management Inc
N/A—157,175-157,175-100%$9.7M———
Boothbay Fund Management, LLC
N/A—150,050-150,050-100%$9.3M———
Vident Advisory, LLC
N/A—149,657-149,657-100%$9.2M———
Mercer Global Advisors Inc
N/A—141,051-141,051-100%$8.7M———
Advisory Research Inc
N/A—139,453-139,453-100%$8.6M———
&partners
N/A—137,067-137,067-100%$8.4M———
PNC Financial Services Group, Inc.
N/A—135,387-135,387-100%$8.4M———
Schonfeld Strategic Advisors LLC
N/A—132,462-132,462-100%$8.2M———
Captrust Financial Advisors
N/A—131,298-131,298-100%$8.1M———
Stansberry Asset Management, LLC
N/A—130,235-130,235-100%$8.0M———
Boston Partners
N/A—126,240-126,240-100%$7.8M———
Kize Capital LP
N/A—126,000-126,000-100%$7.8M———
Vestmark Advisory Solutions, Inc.
N/A—121,699-121,699-100%$7.5M———
Benjamin Edwards Inc
N/A—121,203-121,203-100%$7.5M———
Zions Bancorporation, National Association
N/A—118,426-118,426-100%$7.3M———
M&T Bank Corp
N/A—108,558-108,558-100%$6.7M———
Arrowstreet Capital, Limited Partnership
N/A—103,004-103,004-100%$6.4M———
Optiver Holding B.V.
N/A—97,886-97,886-100%$6.0M———
Salt Holding Corp.
N/A—95,589-95,589-100%$5.9M———
First National Bank of Omaha
N/A—93,676-93,676-100%$5.9M———
Susquehanna International Group, LLP
N/A—86,861-86,861-100%$5.4M———
Vanguard Personalized Indexing Management, LLC
N/A—86,606-86,606-100%$5.3M———
Cerity Partners LLC
N/A—85,194-85,194-100%$5.3M———
Stephens Inc
N/A—83,647-83,647-100%$5.2M———
Wealth High Governance Capital Ltda
N/A—82,824-82,824-100%$5.1M———
BW Gestao de Investimentos Ltda.
N/A—82,824-82,824-100%$5.1M———
Phoenix Financial Ltd.
N/A—82,672-82,672-100%$5.1M———
NewEdge Wealth, LLC
N/A—80,822-80,822-100%$5.0M———
Fisher Asset Management, LLC
N/A—76,883-76,883-100%$4.7M———
Federation des caisses Desjardins du Quebec
N/A—76,647-76,647-100%$4.7M———
Moors & Cabot, Inc.
N/A—76,303-76,303-100%$4.7M———
Gabelli Funds LLC
N/A—76,000-76,000-100%$4.7M———
New York State Common Retirement Fund
N/A—75,524-75,524-100%$4.7M———
Wexford Capital LP
N/A—73,188-73,188-100%$4.5M———
National Bank of Canada
N/A—70,315-70,315-100%$4.3M———
Focus Partners Wealth
N/A—68,434-68,434-100%$4.2M———
Hantz Financial Services, Inc.
N/A—68,073-68,073-100%$4.2M———
Integrated Quantitative Investments LLC
N/A—68,044-68,044-100%$4.2M———
Steward Partners Investment Advisory, LLC
N/A—67,931-67,931-100%$4.2M———
Bank of Montreal
N/A—67,317-67,317-100%$4.2M———
Callan Family Office, LLC
N/A—66,659-66,659-100%$4.1M———
Capstone Investment Advisors, LLC
N/A—62,707-62,707-100%$3.9M———
AR Asset Management Inc
N/A—61,464-61,464-100%$3.8M———
Brown Advisory Inc
N/A—60,054-60,054-100%$3.7M———
Bleakley Financial Group, LLC
N/A—59,610-59,610-100%$3.7M———
IEQ Capital, LLC
N/A—59,343-59,343-100%$3.7M———
Flow Traders U.S. LLC
N/A—58,012-58,012-100%$3.6M———
Cloverfields Capital Group, LP
N/A—57,836-57,836-100%$3.6M———
Galilei Investment Office LLP
N/A—56,644-56,644-100%$3.5M———
English Capital Management LLC
N/A—54,529-54,529-100%$3.4M———
Global Retirement Partners, LLC
N/A—53,121-53,121-100%$3.3M———
44 Wealth Management LLC
N/A—52,579-52,579-100%$3.2M———
California First Leasing Corp
N/A—52,500-52,500-100%$3.2M———
Naviter Wealth, LLC
N/A—51,914-51,914-100%$3.2M———
Peak6 LLC
N/A—51,718-51,718-100%$3.2M———
Parallax Volatility Advisers, L.P.
N/A—50,839-50,839-100%$3.1M———
Arkadios Wealth Advisors
N/A—49,428-49,428-100%$3.1M———
Alliancebernstein L.P.
N/A—49,221-49,221-100%$2.9M———
Equitable Holdings, Inc.
N/A—48,192-48,192-100%$3.0M———
Integrated Wealth Concepts LLC
N/A—47,292-47,292-100%$2.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—46,869-46,869-100%$2.9M———
Balyasny Asset Management L.P.
N/A—46,074-46,074-100%$2.8M———
Northwestern Mutual Wealth Management Co
N/A—45,936-45,936-100%$2.8M———
Principal Securities, Inc.
N/A—45,262-45,262-100%$2.8M———
Waverly Advisors, LLC
N/A—43,594-43,594-100%$2.7M———
Alaethes Wealth, LLC
N/A—43,368-43,368-100%$2.7M———
Snowden Capital Advisors LLC
N/A—43,085-43,085-100%$2.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—42,778-42,778-100%$2.6M———
Bessemer Group Inc
N/A—41,950-41,950-100%$2.6M———
Caprock Group, LLC
N/A—41,321-41,321-100%$2.6M———
Envestnet Portfolio Solutions, Inc.
N/A—40,969-40,969-100%$2.5M———
Syon Capital LLC
N/A—40,246-40,246-100%$2.5M———
Prosperity Consulting Group, LLC
N/A—40,152-40,152-100%$2.5M———
Phil A. Younker & Associates, Ltd.
N/A—38,712-38,712-100%$2.4M———
K2 Principal Fund, L.P.
N/A—38,000-38,000-100%$2.3M———
United Capital Financial Advisors, LLC
N/A—37,943-37,943-100%$2.3M———
Sequoia Financial Advisors, LLC
N/A—37,513-37,513-100%$2.3M———
Fortress Private Ledger, LLC
N/A—37,157-37,157-100%$2.3M———
Maverick Capital LTD
N/A—36,682-36,682-100%$2.3M———
Wealth Alliance, LLC
N/A—36,667-36,667-100%$2.3M———
Advisory Services Network, LLC
N/A—33,566-33,566-100%$2.1M———
Rockefeller Capital Management L.P.
N/A—32,973-32,973-100%$2.0M———
Baird Financial Group, Inc.
N/A—31,854-31,854-100%$2.0M———
Jain Global LLC
N/A—31,096-31,096-100%$1.9M———
Farringdon Capital, Ltd.
N/A—30,236-30,236-100%$1.9M———
World Investment Advisors
N/A—30,223-30,223-100%$1.8M———
Guggenheim Capital LLC
N/A—29,894-29,894-100%$1.8M———
Walleye Trading LLC
N/A—29,662-29,662-100%$1.8M———
Advisors Asset Management, Inc.
N/A—29,507-29,507-100%$1.8M———
XTX Topco Ltd
N/A—29,074-29,074-100%$1.8M———
SG Americas Securities, LLC
N/A—28,293-28,293-100%$1.7M———
Foundations Investment Advisors, LLC
N/A—28,189-28,189-100%$1.7M———
Icon Wealth Advisors, LLC
N/A—28,111-28,111-100%$1.7M———
Glenmede Trust Co NA
N/A—26,812-26,812-100%$1.7M———
Dorsey Wright & Associates
N/A—26,745-26,745-100%$1.7M———
Nwam LLC
N/A—26,544-26,544-100%$1.6M———
Transcend Capital Advisors, LLC
N/A—26,215-26,215-100%$1.6M———
Strategic Investment Advisors / MI
N/A—25,985-25,985-100%$1.6M———
Venturi Wealth Management, LLC
N/A—24,451-24,451-100%$1.5M———
Evolve Private Wealth, LLC
N/A—23,588-23,588-100%$1.5M———
Franklin Resources Inc
N/A—23,502-23,502-100%$1.5M———
Quantbot Technologies LP
N/A—23,385-23,385-100%$1.4M———
Headlands Technologies LLC
N/A—22,677-22,677-100%$1.4M———
Merit Financial Group, LLC
N/A—22,513-22,513-100%$1.4M———
Qtron Investments LLC
N/A—22,439-22,439-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—22,375-22,375-100%$1.4M———
Blackstone Inc.
N/A—22,368-22,368-100%$1.4M———
OneDigital Investment Advisors LLC
N/A—21,998-21,998-100%$1.4M———
Storgate, LLC
N/A—21,992-21,992-100%$1.4M———
Dynasty Wealth Management, LLC
N/A—21,838-21,838-100%$1.3M———
PCM Encore, LLC
N/A—21,363-21,363-100%$1.3M———
AdvisorShares Investments LLC
N/A—21,341-21,341-100%$1.3M———
Smith, Moore & Co.
N/A—21,128-21,128-100%$1.3M———
Savant Capital, LLC
N/A—20,242-20,242-100%$1.2M———
Keystone Financial Group
N/A—20,119-20,119-100%$1.2M———
Independent Advisor Alliance
N/A—20,087-20,087-100%$1.2M———
Empirical Finance, LLC
N/A—20,000-20,000-100%$1.2M———
Victory Capital Management Inc
N/A—20,000-20,000-100%$1.2M———
AE Wealth Management LLC
N/A—19,842-19,842-100%$1.2M———
Lester Murray Antman dba SimplyRich
N/A—19,727-19,727-100%$872.4K———
Advyzon Investment Management, LLC
N/A—19,726-19,726-100%$1.2M———
Rhumbline Advisers
N/A—18,793-18,793-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—18,762-18,762-100%$1.2M———
Smartleaf Asset Management LLC
N/A—18,754-18,754-100%$1.2M———
Personal CFO Solutions, LLC
N/A—18,663-18,663-100%$1.2M———
Glenorchy Capital Ltd
N/A—18,660-18,660-100%$1.2M———
Summit Trail Advisors, LLC
N/A—18,626-18,626-100%$1.2M———
Townsquare Capital LLC
N/A—18,422-18,422-100%$1.1M———
Acadian Asset Management LLC
N/A—18,398-18,398-100%$1.1M———
Adalta Capital Management LLC
N/A—16,860-16,860-100%$1.0M———
Atlantic Union Bankshares Corp
N/A—16,820-16,820-100%$1.0M———
Allworth Financial LP
N/A—16,747-16,747-100%$1.0M———
Ballentine Partners, LLC
N/A—16,030-16,030-100%$990.0K———
Hilltop Holdings Inc.
N/A—15,962-15,962-100%$985.8K———
TCW Group Inc
N/A—15,706-15,706-100%$970.0K———
Kingsview Wealth Management, LLC
N/A—14,849-14,849-100%$917.1K———
Stratos Wealth Partners, Ltd.
N/A—14,575-14,575-100%$900.2K———
Intrust Bank NA
N/A—14,359-14,359-100%$886.8K———
Legal & General Group Plc
N/A—14,192-14,192-100%$876.4K———
Cresset Asset Management, LLC
N/A—14,089-14,089-100%$870.1K———
Capital International Sarl
N/A—14,087-14,087-100%$870.0K———
Private Advisor Group, LLC
N/A—13,973-13,973-100%$863.0K———
EP Wealth Advisors, LLC
N/A—13,643-13,643-100%$842.6K———
Banco de Sabadell, S.a
N/A—13,527-13,527-100%$835.0K———
Regal Investment Advisors LLC
N/A—13,417-13,417-100%$828.7K———
Coldstream Capital Management Inc
N/A—13,188-13,188-100%$814.5K———
Insigneo Advisory Services, LLC
N/A—13,180-13,180-100%$814.0K———
Curi Capital, LLC
N/A—13,070-13,070-100%$807.2K———
GeoWealth Management, LLC
N/A—12,913-12,913-100%$797.5K———
Connable Office Inc
N/A—12,724-12,724-100%$785.8K———
Rehmann Capital Advisory Group
N/A—12,700-12,700-100%$784.4K———
Mutual Advisors, LLC
N/A—12,225-12,225-100%$755.0K———
Silver OAK Securities, Incorporated
N/A—12,097-12,097-100%$747.1K———
Savvy Advisors, Inc.
N/A—11,899-11,899-100%$734.9K———
Stokes Family Office, LLC
N/A—11,393-11,393-100%$703.6K———
Lazard Asset Management LLC
N/A—11,100-11,100-100%$685.5K———
Corsair Capital Management, L.P.
N/A—11,003-11,003-100%$679.5K———
Renaissance Technologies LLC
N/A—10,999-10,999-100%$679.3K———
Rexford Capital Inc
N/A—10,718-10,718-100%$661.9K———
1832 Asset Management L.P.
N/A—10,400-10,400-100%$642.3K———
Stock Yards Bank & Trust Co
N/A—10,335-10,335-100%$638.3K———
RNC Capital Management LLC
N/A—10,193-10,193-100%$629.5K———
Dorsey & Whitney Trust Co LLC
N/A—10,027-10,027-100%$619.3K———
Phillips Wealth Planners LLC
N/A—10,024-10,024-100%$619.5K———
X-Square Capital, LLC
N/A—9,844-9,844-100%$608.0K———
BFC Planning, Inc.
N/A—9,779-9,779-100%$603.9K———
Level Four Advisory Services, LLC
N/A—9,392-9,392-100%$580.1K———
Exit Wealth Advisors, Llc.
N/A—9,323-9,323-100%$575.8K———
Transamerica Financial Advisors, LLC
N/A—9,287-9,287-100%$573.6K———
Geneos Wealth Management Inc.
N/A—9,216-9,216-100%$569.2K———
Fielder Capital Group LLC
N/A—9,122-9,122-100%$563.4K———
Sound View Wealth Advisors Group, LLC
N/A—9,003-9,003-100%$556.0K———
Park Place Capital Corp
N/A—8,893-8,893-100%$549.2K———
Anchor Investment Management, LLC
N/A—8,783-8,783-100%$542.4K———
Checchi Capital Advisers, LLC
N/A—8,669-8,669-100%$535.4K———
Alteri Wealth LLC
N/A—8,601-8,601-100%$531.2K———
Engineers Gate Manager LP
N/A—8,579-8,579-100%$529.8K———
Cary Street Partners Investment Advisory LLC
N/A—8,518-8,518-100%$526.1K———
Western Wealth Management, LLC
N/A—8,448-8,448-100%$521.8K———
MAI Capital Management
N/A—8,415-8,415-100%$519.8K———
EntryPoint Capital, LLC
N/A—8,378-8,378-100%$517.4K———
Perennial Investment Advisors, LLC
N/A—8,206-8,206-100%$506.8K———
Kintra Wealth, LLC
N/A—8,159-8,159-100%$467.9K———
Sittner & Nelson, LLC
N/A—8,050-8,050-100%$497.2K———
DRW Securities, LLC
N/A—8,018-8,018-100%$495.2K———
Jupiter Topco LLC
N/A—7,919-7,919-100%$489.0K———
Vantus Wealth LLC
N/A—7,915-7,915-100%$488.8K———
Mosaic Family Wealth Partners, LLC
N/A—7,867-7,867-100%$485.9K———
Brown Brothers Harriman & Co
N/A—7,842-7,842-100%$484.3K———
Empowered Funds, LLC
N/A—7,701-7,701-100%$475.6K———
Roehl & Yi Investment Advisors, LLC
N/A—7,640-7,640-100%$471.8K———
Kovack Advisors, Inc.
N/A—7,572-7,572-100%$463.4K———
First Foundation Advisors
N/A—7,565-7,565-100%$467.2K———
RiverFront Investment Group, LLC
N/A—7,534-7,534-100%$465.3K———
Mayflower Financial Advisors, LLC
N/A—7,528-7,528-100%$464.9K———
Huntington National Bank
N/A—7,467-7,467-100%$461.2K———
Horizon Investments, LLC
N/A—7,356-7,356-100%$448.1K———
West Family Investments, Inc.
N/A—7,255-7,255-100%$448.1K———
Frec Markets, Inc.
N/A—7,246-7,246-100%$447.5K———
Commerce Bank
N/A—7,246-7,246-100%$447.5K———
Bogart Wealth, LLC
N/A—7,210-7,210-100%$445.3K———
Dearborn Partners LLC
N/A—7,192-7,192-100%$444.2K———
PCB Capital LLC
N/A—7,160-7,160-100%$442.2K———
AssuredPartners Investment Advisors, LLC
N/A—7,121-7,121-100%$439.8K———
Cheviot Value Management, LLC
N/A—7,095-7,095-100%$438.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,095-7,095-100%$438.2K———
Brandes Investment Partners, LP
N/A—7,089-7,089-100%$437.8K———
Red Door Wealth Management, LLC
N/A—7,057-7,057-100%$435.8K———
Legacy Capital Group California, Inc.
N/A—7,051-7,051-100%$435.5K———
CSS LLC
N/A—6,900-6,900-100%$426.1K———
Scotia Capital Inc.
N/A—6,842-6,842-100%$422.6K———
Hexagon Capital Partners LLC
N/A—6,656-6,656-100%$411.1K———
J. M. Brown & Associates Inc.
N/A—6,646-6,646-100%$410.5K———
Purkiss Capital Advisors LLC
N/A—6,602-6,602-100%$407.7K———
Ariadne Wealth Management, LP
N/A—6,386-6,386-100%$394.4K———
Heritage Wealth Advisors
N/A—6,364-6,364-100%$393.0K———
Atlantic Family Wealth, LLC
N/A—6,345-6,345-100%$391.9K———
Bridgewater Advisors Inc.
N/A—6,329-6,329-100%$377.0K———
E-Wealth Partners, LLC
N/A—6,262-6,262-100%$386.7K———
Twin Tree Management, LP
N/A—6,173-6,173-100%$381.2K———
Parvin Asset Management, LLC
N/A—6,150-6,150-100%$379.8K———
IFG Advisory, LLC
N/A—6,106-6,106-100%$377.1K———
HSBC Holdings PLC
N/A—5,991-5,991-100%$370.2K———
Focus Partners Advisor Solutions, LLC
N/A—5,954-5,954-100%$367.8K———
Steadtrust LLC
N/A—5,950-5,950-100%$367.5K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—5,900-5,900-100%$364.4K———
Optas, LLC
N/A—5,894-5,894-100%$364.0K———
MQS Management LLC
N/A—5,856-5,856-100%$361.7K———
Argent Trust Co
N/A—5,846-5,846-100%$361.0K———
Regatta Research & Money Management
N/A—5,824-5,824-100%$359.5K———
IHT Wealth Management, LLC
N/A—5,804-5,804-100%$358.5K———
GSA Capital Partners LLP
N/A—5,409-5,409-100%$334.0K———
Chesapeake Asset Management LLC
N/A—5,375-5,375-100%$332.0K———
Keebeck Wealth Management
N/A—5,330-5,330-100%$329.2K———
Jaffetilchin Investment Partners, LLC
N/A—5,319-5,319-100%$328.5K———
Drive Wealth Management, LLC
N/A—5,216-5,216-100%$322.1K———
Pure Financial Advisors, LLC
N/A—5,203-5,203-100%$321.3K———
Allianz SE
N/A—5,161-5,161-100%$318.7K———
Ellevest, Inc.
N/A—5,157-5,157-100%$317.5K———
Atlas Capital Advisors Inc.
N/A—5,012-5,012-100%$309.5K———
Berkeley Capital Partners, LLC
N/A—4,784-4,784-100%$295.5K———
S Harris Financial Group, LLC
N/A—4,688-4,688-100%$289.5K———
Fortis Group Advisors, LLC
N/A—4,679-4,679-100%$289.0K———
Ameritas Advisory Services, LLC
N/A—4,614-4,614-100%$285.0K———
Belpointe Asset Management LLC
N/A—4,553-4,553-100%$281.2K———
New Republic Capital, LLC
N/A—4,450-4,450-100%$274.9K———
Shelton Capital Management
N/A—4,407-4,407-100%$272.2K———
Summit Financial, LLC
N/A—4,404-4,404-100%$272.0K———
NorthRock Partners, LLC
N/A—4,400-4,400-100%$271.7K———
Sivia Capital Partners, LLC
N/A—4,302-4,302-100%$265.7K———
Wealthspire Advisors, LLC
N/A—4,293-4,293-100%$265.1K———
Fiduciary Trust Co
N/A—4,203-4,203-100%$259.6K———
Diversified Trust Co
N/A—4,153-4,153-100%$256.5K———
HBK Sorce Advisory LLC
N/A—4,123-4,123-100%$244.4K———
Centiva Capital, LP
N/A—4,113-4,113-100%$254.0K———
Gladstone Institutional Advisory LLC
N/A—4,110-4,110-100%$253.8K———
PAX Financial Group, LLC
N/A—4,070-4,070-100%$251.4K———
CreativeOne Wealth, LLC
N/A—4,058-4,058-100%$250.6K———
Caption Management, LLC
N/A—4,000-4,000-100%$247.0K———
Aptus Capital Advisors, LLC
N/A—3,928-3,928-100%$242.6K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—3,900-3,900-100%$240.9K———
Continuum Advisory, LLC
N/A—3,871-3,871-100%$239.1K———
GTS Securities LLC
N/A—3,869-3,869-100%$238.9K———
Harbour Investments, Inc.
N/A—3,786-3,786-100%$233.8K———
Requisite Capital Management, LLC
N/A—3,725-3,725-100%$230.1K———
CIBC Bancorp USA Inc.
N/A—3,706-3,706-100%$228.9K———
Choate Investment Advisors
N/A—3,608-3,608-100%$222.8K———
Aspen Grove Capital, LLC
N/A—3,585-3,585-100%$221.5K———
Wick Capital Partners, LLC
N/A—3,578-3,578-100%$221.0K———
Centaurus Financial, Inc.
N/A—3,541-3,541-100%$219.0K———
Founders Financial Alliance, LLC
N/A—3,531-3,531-100%$218.1K———
Palumbo Wealth Management LLC
N/A—3,501-3,501-100%$216.2K———
Schroder Investment Management Group
N/A—3,482-3,482-100%$218.5K———
PFG Investments, LLC
N/A—3,467-3,467-100%$214.1K———
Blair William & Co
N/A—3,436-3,436-100%$212.2K———
Freestone Capital Holdings, LLC
N/A—3,407-3,407-100%$210.5K———
Wrapmanager Inc
N/A—3,362-3,362-100%$207.6K———
ArchPoint Investors
N/A—3,326-3,326-100%$205.4K———
Permanens Capital L.P.
N/A—3,258-3,258-100%$201.2K———
Forum Finance Group S.A.
N/A—2,530-2,530-100%$126———
Motco
N/A—2,383-2,383-100%$147.2K———
UMB Bank, n.a.
N/A—2,366-2,366-100%$146.1K———
Synergy Investment Management, LLC
N/A—2,153-2,153-100%$133.2K———
HHM Wealth Advisors, LLC
N/A—2,139-2,139-100%$132.1K———
Bruce G. Allen Investments, LLC
N/A—2,134-2,134-100%$131.8K———
Basecamp Wealth Advisors LLC
N/A—2,074-2,074-100%$128.1K———
Clear Street Group Inc.
N/A—1,793-1,793-100%$0———
EFG International AG
N/A—1,658-1,658-100%$102.4K———
Truvestments Capital LLC
N/A—1,524-1,524-100%$94.1K———
CNB Bank
N/A—1,448-1,448-100%$89.4K———
Medallion Wealth Advisors, LLC
N/A—1,440-1,440-100%$88.9K———
Peterson Wealth Management
N/A—1,422-1,422-100%$87.8K———
FIL Ltd
N/A—1,418-1,418-100%$87.6K———
Rothschild Investment LLC
N/A—1,334-1,334-100%$82.4K———
Aventura Private Wealth, LLC
N/A—1,325-1,325-100%$81.8K———
Clearstead Advisors, LLC
N/A—1,068-1,068-100%$66.0K———
Toronto Dominion Bank
N/A—1,000-1,000-100%$62.0K———
Community Bank, N.A.
N/A—890-890-100%$55.0K———
Colonial Trust Co / SC
N/A—848-848-100%$52.4K———
CoreFirst Bank & Trust
N/A—800-800-100%$49.4K———
Wellington-Altus USA Inc.
N/A—768-768-100%$44.9K———
IMA Advisory Services, Inc.
N/A—641-641-100%$39.6K———
Boyd Watterson Asset Management LLC
N/A—600-600-100%$37.1K———
Smithfield Trust Co
N/A—574-574-100%$36———
Addison Advisors LLC
N/A—539-539-100%$33.3K———
Cary Street Partners Financial LLC
N/A—512-512-100%$31.6K———
Vision Retirement, LLC
N/A—507-507-100%$31.3K———
Monetary Management Group Inc
N/A—500-500-100%$30.9K———
Coston, McIsaac & Partners
N/A—465-465-100%$28———
Richard W. Paul & Associates, LLC
N/A—450-450-100%$27.8K———
Hollencrest Capital Management
N/A—448-448-100%$27.6K———
Ancora Advisors LLCA
N/A—423-423-100%$26.1K———
Riverview Trust Co
N/A—400-400-100%$24.7K———
SHP Wealth Management
N/A—375-375-100%$23.2K———
GW&K Investment Management, LLC
N/A—355-355-100%$22.0K———
Centennial Bank
N/A—300-300-100%$18.5K———
Winch Advisory Services, LLC
N/A—269-269-100%$16.6K———
TD Capital Management LLC
N/A—227-227-100%$14.0K———
Westfuller Advisors, LLC
N/A—227-227-100%$14.0K———
Tidemark, LLC
N/A—225-225-100%$13.9K———
BOK Financial Private Wealth, Inc.
N/A—209-209-100%$12.9K———
Fourth Dimension Wealth, LLC
N/A—193-193-100%$11.9K———
N.E.W. Advisory Services LLC
N/A—192-192-100%$11.9K———
BankPlus Trust Department
N/A—186-186-100%$11.5K———
Kilter Group LLC
N/A—184-184-100%$11.4K———
Ameriflex Group, Inc.
N/A—180-180-100%$11.1K———
Basepoint Wealth LLC
N/A—158-158-100%$9.8K———
Bravera Wealth
N/A—158-158-100%$9.8K———
Edmond de Rothschild Holding S.A.
N/A—150-150-100%$9.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—138-138-100%$8.5K———
Benson Wealth Management Inc
N/A—123-123-100%$7.6K———
Proffitt & Goodson Inc
N/A—115-115-100%$7.1K———
Fiduciary Financial Advisors
N/A—115-115-100%$7.0K———
Caldwell Sutter Capital, Inc.
N/A—114-114-100%$7.0K———
HighMark Wealth Management LLC
N/A—111-111-100%$6.9K———
Colonial Trust Advisors
N/A—100-100-100%$6.2K———
Boreal Capital Management LLC
N/A—100-100-100%$6.2K———
Picton Mahoney Asset Management
N/A—97-97-100%$6.0K———
JPL Wealth Management, LLC
N/A—93-93-100%$5.7K———
Cornerstone Financial Management LLC
N/A—85-85-100%$5.3K———
Mpwm Advisory Solutions, LLC
N/A—72-72-100%$4.4K———
Keating Financial Advisory Services, Inc.
N/A—65-65-100%$4.0K———
Tacita Capital Inc
N/A—60-60-100%$3.7K———
Strategic Wealth Partners, Ltd.
N/A—59-59-100%$3.6K———
Beaird Harris Wealth Management, LLC
N/A—54-54-100%$3.3K———
Quent Capital, LLC
N/A—53-53-100%$3.3K———
Steigerwald, Gordon & Koch Inc.
N/A—50-50-100%$3.1K———
Luminist Capital LLC
N/A—46-46-100%$2.8K———
LRI Investments, LLC
N/A—44-44-100%$2.7K———
Highland Investment Advisors LLC
N/A—40-40-100%$2.5K———
Marshall Investment Management, LLC
N/A—37-37-100%$2.3K———
Private Wealth Asset Management, LLC
N/A—37-37-100%$2.3K———
MidFirst Bank
N/A—34-34-100%$2.1K———
Institute for Wealth Management, Llc.
N/A—32-32-100%$2.0K———
Dogwood Wealth Management LLC
N/A—23-23-100%$1.4K———
Caitlin John, LLC
N/A—20-20-100%$1.2K———
Strategic Investment Solutions, Inc.
N/A—20-20-100%$1.2K———
Game Plan Financial Advisors, LLC
N/A—18-18-100%$1.1K———
Millstone Evans Group, LLC
N/A—17-17-100%$1.1K———
WealthCollab, LLC
N/A—16-16-100%$989———
PIN OAK Investment Advisors Inc
N/A—15-15-100%$1———
Godfrey Financial Associates, Inc.
N/A—14-14-100%$865———
Price T Rowe Associates Inc
N/A—13-13-100%$1———
Cordant, Inc.
N/A—3-3-100%$202———
Walleye Capital LLC
N/A—1-1-100%$62———
Nomura Asset Management Co LTD
N/A—00—$0———
Darwin Wealth Management, LLC
N/A—00—$42———
Showing 966 of 966 institutions