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Broadcom Inc (AVGO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares27,398,150 from 27,870,791
Change-472,641 (-2%)
Value$9.6B (-$906.2M)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares17,560,922 from 13,674,914
Change+3,886,008 (+28%)
Value$6.2B (+$1.0B)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares14,460,594 from 13,083,654
Change+1,376,940 (+11%)
Value$5.1B (+$136.8M)
Filed 2026-11-04
Swedbank AB
DECREASED
Shares12,878,370 from 13,167,178
Change-288,808 (-2%)
Value$4.5B (-$451.1M)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares12,552,874 from 11,800,351
Change+752,523 (+6%)
Value$4.4B (-$49.1M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares11,031,781 from 11,191,795
Change-160,014 (-1%)
Value$3.9B (-$353.4M)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares9,517,243 from 11,332,260
Change-1,815,017 (-16%)
Value$3.3B (-$938.4M)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares8,460,372 from 8,723,896
Change-263,524 (-3%)
Value$3.0B (-$324.3M)
Filed 2026-11-02
Pictet Asset Management Holding SA
INCREASED
Shares7,589,736 from 7,345,234
Change+244,502 (+3%)
Value$2.7B (-$108.4M)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
INCREASED
Shares5,763,380 from 757,234
Change+5,006,146 (+661%)
Value$2.0M (+$1.8M)
Filed 2026-10-27
Daiwa Securities Group Inc.
INCREASED
Shares5,432,905 from 4,265,539
Change+1,167,366 (+27%)
Value$1.9B (+$296.7M)
Filed 2026-10-29
Sanders Capital, LLC
DECREASED
Shares5,154,512 from 5,163,630
Change-9,118 (0%)
Value$1.8B (-$140.3M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares4,434,929 from 4,581,994
Change-147,065 (-3%)
Value$1.6B (-$173.3M)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED
Shares4,283,713 from 4,521,766
Change-238,053 (-5%)
Value$1.5B (-$203.7M)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares3,958,084 from 3,553,707
Change+404,377 (+11%)
Value$1.4B (+$47.6M)
Filed 2026-11-03
KBC Group NV
DECREASED
Shares3,721,428 from 3,745,261
Change-23,833 (-1%)
Value$1.3B (-$107.8M)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares3,582,351 from 3,654,712
Change-72,361 (-2%)
Value$1.3B (-$122.5M)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares3,537,324 from 3,664,066
Change-126,742 (-3%)
Value$1.2B (-$141.8M)
Filed 2026-10-22
Temasek Holdings (Private) Ltd
DECREASED
Shares3,500,674 from 3,740,773
Change-240,099 (-6%)
Value$1.2B (-$183.7M)
Filed 2026-10-28
Natixis
INCREASED
Shares3,379,400 from 991,580
Change+2,387,820 (+241%)
Value$1.2B (+$812.2M)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares3,294,961 from 2,981,790
Change+313,171 (+11%)
Value$1.2B (+$35.0M)
Filed 2026-10-29
ProShare Advisors LLC
INCREASED
Shares3,006,996 from 2,747,259
Change+259,737 (+9%)
Value$1.1B (+$18.2M)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED
Shares2,970,325 from 3,120,248
Change-149,923 (-5%)
Value$1.0B (-$131.7M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares2,896,849 from 2,872,821
Change+24,028 (+1%)
Value$1.0B (-$67.9M)
Filed 2026-10-30
MacKenzie Financial Corp
INCREASED
Shares2,821,988 from 2,767,511
Change+54,477 (+2%)
Value$991.1M (-$54.4M)
Filed 2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares2,732,561 from 2,764,447
Change-31,886 (-1%)
Value$959.6M (-$84.6M)
Filed 2026-11-06
Bahl & Gaynor LLC
DECREASED
Shares2,540,602 from 2,609,210
Change-68,608 (-3%)
Value$892.2M (-$93.4M)
Filed 2026-11-05
Alecta Tjanstepension Omsesidigt
DECREASED
Shares2,520,000 from 2,578,100
Change-58,100 (-2%)
Value$884.7M (-$87.3M)
Filed 2026-11-02
Parnassus Investments, LLC
INCREASED
Shares2,415,076 from 2,115,059
Change+300,017 (+14%)
Value$848.2M (+$49.2M)
Filed 2026-10-22
Ninety One UK Ltd
DECREASED
Shares2,188,294 from 2,785,221
Change-596,927 (-21%)
Value$768.5M (-$283.6M)
Filed 2026-10-15
Asset Management One Co., Ltd.
INCREASED
Shares2,171,096 from 2,147,884
Change+23,212 (+1%)
Value$762.5M (-$48.9M)
Filed 2026-10-27
Eurizon Capital SGR S.p.A.
DECREASED
Shares2,130,489 from 2,148,456
Change-17,967 (-1%)
Value$749.6M (-$60.3M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares2,053,427 from 1,917,351
Change+136,076 (+7%)
Value$721.1M (-$3.1M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares2,046,495 from 1,796,868
Change+249,627 (+14%)
Value$718.7M (+$39.9M)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares2,020,443 from 2,025,628
Change-5,185 (0%)
Value$693.5M (-$71.7M)
Filed 2026-11-05
Assenagon Asset Management S.A.
DECREASED
Shares1,878,040 from 2,099,861
Change-221,821 (-11%)
Value$659.5M (-$133.7M)
Filed 2026-10-15
Nykredit A/S
INCREASED
Shares1,864,640 from 1,795,754
Change+68,886 (+4%)
Value$654.8M (-$23.5M)
Filed 2026-11-06
SEB Asset Management AB
INCREASED
Shares1,833,784 from 1,765,025
Change+68,759 (+4%)
Value$644.0M (-$22.7M)
Filed 2026-11-04
Cardano Risk Management B.V.
INCREASED
Shares1,814,490 from 1,310,174
Change+504,316 (+38%)
Value$637.2M (+$142.3M)
Filed 2026-10-20
M&G Plc
INCREASED
Shares1,812,692 from 1,606,343
Change+206,349 (+13%)
Value$636.3M (+$29.1M)
Filed 2026-11-04
Vontobel Holding Ltd.
DECREASED
Shares1,755,573 from 2,201,736
Change-446,163 (-20%)
Value$616.5M (-$215.2M)
Filed 2026-10-16
CIBC Asset Management Inc
INCREASED
Shares1,734,767 from 1,713,676
Change+21,091 (+1%)
Value$609.0M (-$38.2M)
Filed 2026-11-05
Retirement Systems of Alabama
DECREASED
Shares1,680,183 from 2,096,422
Change-416,239 (-20%)
Value$590.1M (-$201.9M)
Filed 2026-11-04
Strs Ohio
DECREASED
Shares1,664,570 from 1,732,478
Change-67,908 (-4%)
Value$584.6M (-$69.9M)
Filed 2026-10-30
Candriam S.C.A.
DECREASED
Shares1,641,270 from 1,692,738
Change-51,468 (-3%)
Value$578.5M (-$60.3M)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares1,637,230 from 1,555,357
Change+81,873 (+5%)
Value$575.0M (-$12.6M)
Filed 2026-10-21
Keybank National Association
DECREASED
Shares1,624,875 from 1,670,789
Change-45,914 (-3%)
Value$570.6M (-$60.5M)
Filed 2026-11-04
State of Michigan Retirement System
DECREASED
Shares1,617,742 from 1,634,642
Change-16,900 (-1%)
Value$568.1M (-$49.4M)
Filed 2026-10-27
UniSuper Management Pty Ltd
INCREASED
Shares1,612,819 from 1,564,881
Change+47,938 (+3%)
Value$566.4M (-$24.7M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,598,369 from 1,382,139
Change+216,230 (+16%)
Value$386.8M (+$29.9M)
Filed 2026-10-13
King Luther Capital Management Corp
DECREASED
Shares1,588,906 from 1,594,794
Change-5,888 (0%)
Value$558.0M (-$44.4M)
Filed 2026-11-05
Swiss Life Asset Management Ltd
DECREASED
Shares1,498,748 from 1,677,200
Change-178,452 (-11%)
Value$526.3M (-$107.2M)
Filed 2026-11-03
State of New Jersey Common Pension Fund D
INCREASED
Shares1,459,665 from 1,454,369
Change+5,296 (+0%)
Value$512.6M (-$36.8M)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares1,431,518 from 1,374,612
Change+56,906 (+4%)
Value$502.7M (-$16.5M)
Filed 2026-11-02
Czech National Bank
INCREASED
Shares1,366,967 from 1,347,668
Change+19,299 (+1%)
Value$480.1M (-$29.0M)
Filed 2026-10-13
Xponance LLC
INCREASED
Shares1,366,965 from 1,322,921
Change+44,044 (+3%)
Value$480.1M (-$19.7M)
Filed 2026-11-03
AGF Management LTD
DECREASED
Shares1,336,451 from 1,377,728
Change-41,277 (-3%)
Value$469.3M (-$51.1M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,310,833 from 1,379,883
Change-69,050 (-5%)
Value$460.4M (-$60.9M)
Filed 2026-10-15
Mn Services Vermogensbeheer B.V.
INCREASED
Shares1,287,977 from 1,273,077
Change+14,900 (+1%)
Value$452.3M (-$28.6M)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares1,285,845 from 1,304,775
Change-18,930 (-1%)
Value$451.6M (-$41.3M)
Filed 2026-11-05
Arizona State Retirement System
INCREASED
Shares1,267,001 from 1,248,090
Change+18,911 (+2%)
Value$445.0M (-$26.5M)
Filed 2026-11-03
Nisa Investment Advisors, LLC
DECREASED
Shares1,241,456 from 1,243,691
Change-2,235 (0%)
Value$436.0M (-$33.8M)
Filed 2026-10-20
Milestone Resources Group Ltd
UNCHANGED
Shares1,208,092 from 1,208,092
Change0 (0%)
Value$424.3M (-$32.1M)
Filed 2026-11-04
Sustainable Growth Advisers, LP
DECREASED
Shares1,207,718 from 1,275,451
Change-67,733 (-5%)
Value$424.1M (-$57.7M)
Filed 2026-10-15
ABN Amro Investment Solutions
INCREASED
Shares1,129,191 from 966,145
Change+163,046 (+17%)
Value$396.6M (+$31.6M)
Filed 2026-10-21
Rakuten Investment Management, Inc.
INCREASED
Shares1,081,975 from 969,839
Change+112,136 (+12%)
Value$384.2M (+$23.0M)
Filed 2026-10-30
Aegon Asset Management UK PLC
DECREASED
Shares1,079,513 from 1,216,678
Change-137,165 (-11%)
Value$379.1M (-$80.5M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares1,069,444 from 1,170,341
Change-100,897 (-9%)
Value$367.9M (-$64.5M)
Filed 2026-10-16
IFM Investors Pty Ltd
INCREASED
Shares1,068,404 from 1,028,484
Change+39,920 (+4%)
Value$375.2M (-$13.3M)
Filed 2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares1,051,112 from 1,045,760
Change+5,352 (+1%)
Value$369.1M (-$25.9M)
Filed 2026-11-03
Cincinnati Financial Corp
UNCHANGED
Shares1,051,060 from 1,051,060
Change0 (0%)
Value$369.1M (-$27.9M)
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares962,857 from 986,349
Change-23,492 (-2%)
Value$338.6M (-$34.5M)
Filed 2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares947,109 from 871,867
Change+75,242 (+9%)
Value$332.6M (+$3.3M)
Filed 2026-10-30
Amalgamated Bank
DECREASED
Shares927,615 from 945,091
Change-17,476 (-2%)
Value$325.8M (-$31.2M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares909,950 from 961,801
Change-51,851 (-5%)
Value$319.6M (-$43.8M)
Filed 2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares882,738 from 1,030,214
Change-147,476 (-14%)
Value$307.5M (-$79.9M)
Filed 2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares873,361 from 865,698
Change+7,663 (+1%)
Value$306.7M (-$20.3M)
Filed 2026-10-19
Mirova US LLC
DECREASED
Shares860,609 from 919,362
Change-58,753 (-6%)
Value$302.2M (-$45.1M)
Filed 2026-11-05
OP Asset Management Ltd
INCREASED
Shares853,724 from 626,901
Change+226,823 (+36%)
Value$299.8M (+$63.0M)
Filed 2026-11-05
AMF Tjanstepension AB
UNCHANGED
Shares831,667 from 831,667
Change0 (0%)
Value$292.1M (-$22.1M)
Filed 2026-10-22
Sarasin & Partners LLP
DECREASED
Shares831,157 from 1,151,150
Change-319,993 (-28%)
Value$291.9M (-$143.0M)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares825,094 from 754,541
Change+70,553 (+9%)
Value$289.7M (+$4.7M)
Filed 2026-11-04
Congress Asset Management Co
INCREASED
Shares821,013 from 738,306
Change+82,707 (+11%)
Value$288.3M (+$9.4M)
Filed 2026-10-06
Virginia Retirement Systems ET Al
DECREASED
Shares781,860 from 811,938
Change-30,078 (-4%)
Value$274.6M (-$32.1M)
Filed 2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares777,092 from 756,199
Change+20,893 (+3%)
Value$272.9M (-$12.7M)
Filed 2026-10-20
Compagnie Lombard Odier SCmA
DECREASED
Shares773,867 from 828,088
Change-54,221 (-7%)
Value$271.8M (-$41.0M)
Filed 2026-11-04
Gateway Investment Advisers LLC
INCREASED
Shares759,457 from 683,491
Change+75,966 (+11%)
Value$266.7M (+$8.5M)
Filed 2026-10-13
Guinness Asset Management LTD
DECREASED
Shares754,554 from 776,648
Change-22,094 (-3%)
Value$265.0M (-$27.3M)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
INCREASED
Shares749,084 from 730,207
Change+18,877 (+3%)
Value$263.1M (-$12.8M)
Filed 2026-10-15
ASR Vermogensbeheer N.V.
INCREASED
Shares739,955 from 721,592
Change+18,363 (+3%)
Value$259.9M (-$12.7M)
Filed 2026-10-16
Achmea Investment Management B.V.
INCREASED
Shares723,839 from 522,575
Change+201,264 (+39%)
Value$254.4M (+$57.0M)
Filed 2026-10-30
Raiffeisen Bank International AG
DECREASED
Shares722,465 from 730,560
Change-8,095 (-1%)
Value$256.5M (-$15.6M)
Filed 2026-10-28
New York Life Investment Management LLC
INCREASED
Shares718,674 from 699,053
Change+19,621 (+3%)
Value$252.4M (-$11.7M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares718,425 from 719,039
Change-614 (0%)
Value$252.3M (-$19.3M)
Filed 2026-11-02
Factory Mutual Insurance Co
DECREASED
Shares718,320 from 720,520
Change-2,200 (0%)
Value$252.3M (-$19.9M)
Filed 2026-10-30
Ferguson Wellman Capital Management, Inc
DECREASED
Shares705,022 from 707,464
Change-2,442 (0%)
Value$247.6M (-$19.6M)
Filed 2026-10-05
D.A. Davidson & Co.
DECREASED
Shares658,959 from 663,035
Change-4,076 (-1%)
Value$231.4M (-$19.0M)
Filed 2026-10-28
Williams Jones Wealth Management, Llc.
DECREASED
Shares646,801 from 691,659
Change-44,858 (-6%)
Value$227.2M (-$34.1M)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
INCREASED
Shares611,465 from 596,412
Change+15,053 (+3%)
Value$229.5M (-$320.4K)
Filed 2026-11-04
Oregon Public Employees Retirement Fund
INCREASED
Shares584,943 from 582,071
Change+2,872 (+0%)
Value$205.4M (-$14.5M)
Filed 2026-10-30
Allen Investment Management, LLC
DECREASED
Shares576,922 from 583,292
Change-6,370 (-1%)
Value$202.6M (-$17.7M)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares566,267 from 485,243
Change+81,024 (+17%)
Value$199.3M (+$16.5M)
Filed 2026-10-14
Border to Coast Pensions Partnership Ltd
INCREASED
Shares550,741 from 499,970
Change+50,771 (+10%)
Value$193.1M (+$4.4M)
Filed 2026-10-09
Cullen T Bankers, Inc.
DECREASED
Shares547,196 from 548,367
Change-1,171 (0%)
Value$192.2M (-$15.0M)
Filed 2026-10-28
State of Alaska, Department of Revenue
DECREASED
Shares543,881 from 557,125
Change-13,244 (-2%)
Value$191.0M (-$19.4M)
Filed 2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED
Shares524,366 from 489,461
Change+34,905 (+7%)
Value$188.8M (-$7.5M)
Filed 2026-10-13
Mutual of America Capital Management LLC
DECREASED
Shares520,670 from 524,197
Change-3,527 (-1%)
Value$182.9M (-$15.2M)
Filed 2026-10-23
Hamlin Capital Management, LLC
DECREASED
Shares517,570 from 550,927
Change-33,357 (-6%)
Value$181.8M (-$26.3M)
Filed 2026-10-08
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares503,429 from 503,429
Change0 (0%)
Value$176.8M (-$13.4M)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares500,945 from 403,872
Change+97,073 (+24%)
Value$175.9M (+$23.4M)
Filed 2026-11-03
Eastern Bank
DECREASED
Shares500,074 from 505,777
Change-5,703 (-1%)
Value$175.6M (-$15.4M)
Filed 2026-10-05
Midwest Trust Co
DECREASED
Shares497,152 from 534,193
Change-37,041 (-7%)
Value$174.6M (-$27.2M)
Filed 2026-10-22
GF Fund Management Co. Ltd.
DECREASED
Shares490,462 from 625,760
Change-135,298 (-22%)
Value$172.2M (-$64.1M)
Filed 2026-10-26
Glenview Trust Co
INCREASED
Shares490,201 from 485,286
Change+4,915 (+1%)
Value$172.2M (-$11.2M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares481,785 from 449,352
Change+32,433 (+7%)
Value$169.2M (-$544.8K)
Filed 2026-11-02
Meitav Investment House LTD
INCREASED
Shares478,929 from 425,578
Change+53,351 (+13%)
Value$168.2M (+$7.5M)
Filed 2026-10-28
Montrusco Bolton Investments Inc.
DECREASED
Shares468,632 from 637,407
Change-168,775 (-26%)
Value$164.6M (-$76.2M)
Filed 2026-10-13
Sapient Capital LLC
DECREASED
Shares466,600 from 468,080
Change-1,480 (0%)
Value$163.9M (-$13.0M)
Filed 2026-10-08
Heritage Investors Management Corp
DECREASED
Shares461,054 from 482,977
Change-21,923 (-5%)
Value$161.9M (-$20.5M)
Filed 2026-10-29
Regions Financial Corp
DECREASED
Shares458,997 from 490,685
Change-31,688 (-6%)
Value$161.2M (-$24.2M)
Filed 2026-11-05
Yousif Capital Management, LLC
INCREASED
Shares454,142 from 453,874
Change+268 (+0%)
Value$159.5M (-$12.0M)
Filed 2026-10-22
E. Ohman J:or Asset Management AB
DECREASED
Shares446,562 from 502,788
Change-56,226 (-11%)
Value$156.8M (-$33.1M)
Filed 2026-10-22
Pinnacle Associates LTD
DECREASED
Shares443,809 from 451,507
Change-7,698 (-2%)
Value$155.9M (-$14.7M)
Filed 2026-10-20
iA Global Asset Management Inc.
DECREASED
Shares438,595 from 449,126
Change-10,531 (-2%)
Value$154.0M (-$15.6M)
Filed 2026-10-29
Adell Harriman & Carpenter Inc
DECREASED
Shares414,217 from 418,579
Change-4,362 (-1%)
Value$145.5M (-$12.6M)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares412,292 from 420,274
Change-7,982 (-2%)
Value$144.8M (-$14.0M)
Filed 2026-11-05
Banque Pictet & CIE SA
DECREASED
Shares411,532 from 424,016
Change-12,484 (-3%)
Value$144.5M (-$15.6M)
Filed 2026-10-16
Country Trust Bank
INCREASED
Shares406,749 from 328,069
Change+78,680 (+24%)
Value$142.8M (+$18.9M)
Filed 2026-10-30
Munich Reinsurance Co Stock Corp in Munich
INCREASED
Shares394,861 from 388,246
Change+6,615 (+2%)
Value$138.7M (-$8.0M)
Filed 2026-10-30
C WorldWide Group Holding A/S
DECREASED
Shares391,929 from 424,815
Change-32,886 (-8%)
Value$137.6M (-$22.8M)
Filed 2026-11-04
Profund Advisors LLC
DECREASED
Shares385,763 from 426,133
Change-40,370 (-9%)
Value$135.5M (-$25.5M)
Filed 2026-10-29
Flossbach VON Storch SE
INCREASED
Shares384,669 from 384,529
Change+140 (+0%)
Value$135.1M (-$10.2M)
Filed 2026-10-28
Crossmark Global Holdings, Inc.
DECREASED
Shares384,027 from 391,737
Change-7,710 (-2%)
Value$134.9M (-$13.1M)
Filed 2026-10-21
Vaughan David Investments LLC
DECREASED
Shares381,814 from 388,873
Change-7,059 (-2%)
Value$134.1M (-$12.8M)
Filed 2026-11-05
BSN Capital Partners Ltd
DECREASED
Shares364,875 from 368,813
Change-3,938 (-1%)
Value$133.0M (-$5.2M)
Filed 2026-10-23
PineStone Asset Management Inc.
NEW
Shares361,120
Change+361,120
Value$126.8M
Filed 2026-10-16
Bank Pictet & Cie (Europe) AG
INCREASED
Shares356,936 from 353,809
Change+3,127 (+1%)
Value$125.4M (-$8.3M)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares354,629 from 303,319
Change+51,310 (+17%)
Value$124.5M (+$10.0M)
Filed 2026-10-16
Gulf International Bank (UK) Ltd
INCREASED
Shares351,810 from 347,810
Change+4,000 (+1%)
Value$123.6M (-$7.8M)
Filed 2026-10-20
Quilter Plc
INCREASED
Shares348,290 from 329,315
Change+18,975 (+6%)
Value$122.3M (-$2.1M)
Filed 2026-10-21
Carnegie Investment Counsel
DECREASED
Shares346,038 from 348,714
Change-2,676 (-1%)
Value$119.4M (-$10.0M)
Filed 2026-10-20
J. Safra Sarasin Holding AG
INCREASED
Shares343,110 from 333,301
Change+9,809 (+3%)
Value$110.9M (+$1.2M)
Filed 2026-10-26
Louisiana State Employees Retirement System
DECREASED
Shares342,600 from 352,400
Change-9,800 (-3%)
Value$120.3M (-$12.8M)
Filed 2026-10-20
Cincinnati Insurance Co
UNCHANGED
Shares342,500 from 342,500
Change0 (0%)
Value$120.3M (-$9.1M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares327,741 from 315,628
Change+12,113 (+4%)
Value$115.1M (-$4.1M)
Filed 2026-10-28
Washington Trust Co
DECREASED
Shares326,227 from 335,928
Change-9,701 (-3%)
Value$114.6M (-$12.3M)
Filed 2026-10-22
Chilton Capital Management LLC
INCREASED
Shares325,970 from 325,477
Change+493 (+0%)
Value$114.5M (-$8.5M)
Filed 2026-10-28
Unicom Systems, Inc.
UNCHANGED
Shares325,300 from 325,300
Change0 (0%)
Value$114.2M (-$8.6M)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares324,034 from 317,191
Change+6,843 (+2%)
Value$113.8M (-$6.0M)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares319,056 from 164,959
Change+154,097 (+93%)
Value$112.0M (+$46.6M)
Filed 2026-11-06
Zevenbergen Capital Investments LLC
DECREASED
Shares319,000 from 319,150
Change-150 (0%)
Value$112.0M (-$8.5M)
Filed 2026-10-08
Lazard Freres Gestion S.A.S.
INCREASED
Shares318,687 from 306,411
Change+12,276 (+4%)
Value$111.9M (-$3.8M)
Filed 2026-11-03
TrinityBridge Ltd
DECREASED
Shares318,580 from 483,551
Change-164,971 (-34%)
Value$111.9M (-$70.6M)
Filed 2026-10-30
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares318,134 from 307,830
Change+10,304 (+3%)
Value$111.7M (-$4.6M)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares314,188 from 307,472
Change+6,716 (+2%)
Value$110.3M (-$5.8M)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares313,196 from 309,875
Change+3,321 (+1%)
Value$110.0M (-$7.1M)
Filed 2026-10-26
Illinois Municipal Retirement Fund
INCREASED
Shares312,808 from 308,271
Change+4,537 (+1%)
Value$109.9M (-$6.6M)
Filed 2026-11-05
First American Bank
DECREASED
Shares312,109 from 317,853
Change-5,744 (-2%)
Value$109.6M (-$10.5M)
Filed 2026-10-27
Avanza Fonder AB
INCREASED
Shares310,665 from 279,442
Change+31,223 (+11%)
Value$109.1M (+$3.5M)
Filed 2026-10-13
Oppenheimer Asset Management Inc.
DECREASED
Shares308,263 from 314,681
Change-6,418 (-2%)
Value$108.3M (-$10.6M)
Filed 2026-10-27
Nicholas Company, Inc.
INCREASED
Shares308,152 from 263,532
Change+44,620 (+17%)
Value$108.2M (+$8.7M)
Filed 2026-11-05
Maryland State Retirement & Pension System
INCREASED
Shares307,833 from 250,143
Change+57,690 (+23%)
Value$108.1M (+$13.6M)
Filed 2026-11-05
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares302,677 from 308,225
Change-5,548 (-2%)
Value$106.3M (-$10.1M)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares298,758 from 316,698
Change-17,940 (-6%)
Value$104.9M (-$14.7M)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares298,435 from 294,393
Change+4,042 (+1%)
Value$104.8M (-$6.4M)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED
Shares296,358 from 279,914
Change+16,444 (+6%)
Value$104.1M (-$1.6M)
Filed 2026-10-13
ZWJ Investment Counsel Inc
INCREASED
Shares293,937 from 290,001
Change+3,936 (+1%)
Value$103.2M (-$6.3M)
Filed 2026-10-15
Busey Bank
DECREASED
Shares289,369 from 292,170
Change-2,801 (-1%)
Value$101.6M (-$8.7M)
Filed 2026-10-26
Crestwood Advisors Group, LLC
DECREASED
Shares288,674 from 314,413
Change-25,739 (-8%)
Value$101.4M (-$17.4M)
Filed 2026-10-27
Yarbrough Capital, LLC
UNCHANGED
Shares286,905 from 286,905
Change0 (0%)
Value$100.8M (-$7.6M)
Filed 2026-10-19
HB Wealth Management, LLC
INCREASED
Shares286,276 from 270,850
Change+15,426 (+6%)
Value$100.5M (-$1.8M)
Filed 2026-10-23
Inspire Investing, LLC
DECREASED
Shares282,326 from 285,495
Change-3,169 (-1%)
Value$99.2M (-$8.7M)
Filed 2026-10-22
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares280,978 from 287,638
Change-6,660 (-2%)
Value$98.7M (-$9.8M)
Filed 2026-10-21
Wesbanco Bank Inc
DECREASED
Shares274,469 from 310,135
Change-35,666 (-11%)
Value$96.4M (-$20.8M)
Filed 2026-11-04
Modera Wealth Management, LLC
DECREASED
Shares273,415 from 287,051
Change-13,636 (-5%)
Value$96.0M (-$12.4M)
Filed 2026-10-28
Welch & Forbes LLC
INCREASED
Shares272,470 from 263,007
Change+9,463 (+4%)
Value$95.7M (-$3.7M)
Filed 2026-11-04
Imc-Chicago, LLC
INCREASED
Shares269,721 from 102,940
Change+166,781 (+162%)
Value$94.7M (+$55.8M)
Filed 2026-11-05
Tokio Marine Asset Management Co LTD
DECREASED
Shares266,579 from 266,657
Change-78 (0%)
Value$93.6M (-$7.1M)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares265,884 from 207,114
Change+58,770 (+28%)
Value$86.7M (+$8.5M)
Filed 2026-11-04
Generali Asset Management SPA SGR
INCREASED
Shares264,230 from 249,767
Change+14,463 (+6%)
Value$92.8M (-$1.6M)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares263,119 from 238,038
Change+25,081 (+11%)
Value$92.4M (+$2.5M)
Filed 2026-10-15
Global X Japan Co., Ltd.
DECREASED
Shares262,164 from 275,968
Change-13,804 (-5%)
Value$92.1M (-$12.2M)
Filed 2026-10-21
James Hambro & Partners LLP
INCREASED
Shares261,554 from 254,031
Change+7,523 (+3%)
Value$91.8M (-$4.0M)
Filed 2026-10-19
Pacific Heights Asset Management LLC
UNCHANGED
Shares260,000 from 260,000
Change0 (0%)
Value$91.3M (-$6.9M)
Filed 2026-11-03
Quintet Private Bank (Europe) S.A.
INCREASED
Shares258,673 from 121,848
Change+136,825 (+112%)
Value$90.8M (+$44.8M)
Filed 2026-10-08
Argent Capital Management LLC
DECREASED
Shares255,802 from 264,133
Change-8,331 (-3%)
Value$89.8M (-$9.9M)
Filed 2026-10-05
Hartford Investment Management Co
DECREASED
Shares254,683 from 261,756
Change-7,073 (-3%)
Value$89.4M (-$9.4M)
Filed 2026-11-04
Sava Infond d.o.o.
INCREASED
Shares253,130 from 246,700
Change+6,430 (+3%)
Value$88.9M (-$4.3M)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED
Shares251,354 from 262,087
Change-10,733 (-4%)
Value$88.3M (-$10.7M)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares250,673 from 224,337
Change+26,336 (+12%)
Value$88.0M (+$3.3M)
Filed 2026-10-29
Americana Partners, LLC
DECREASED
Shares250,051 from 259,765
Change-9,714 (-4%)
Value$87.8M (-$10.3M)
Filed 2026-10-28
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares250,000 from 250,000
Change0 (0%)
Value$87.8M (-$6.6M)
Filed 2026-10-21
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares243,614 from 253,209
Change-9,595 (-4%)
Value$85.6M (-$10.1M)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares242,561 from 238,777
Change+3,784 (+2%)
Value$85.2M (-$5.0M)
Filed 2026-10-28
AIA Group Ltd
DECREASED
Shares238,514 from 272,798
Change-34,284 (-13%)
Value$83.8M (-$19.3M)
Filed 2026-10-30
Fisher Funds Management LTD
INCREASED
Shares237,245 from 166,610
Change+70,635 (+42%)
Value$83.3M (+$20.4M)
Filed 2026-10-13
New Mexico Educational Retirement Board
UNCHANGED
Shares235,416 from 235,416
Change0 (0%)
Value$82.7M (-$6.3M)
Filed 2026-11-05
AMI Asset Management Corp
DECREASED
Shares233,379 from 243,566
Change-10,187 (-4%)
Value$82.0M (-$10.0M)
Filed 2026-10-20
LVM Capital Management LTD
DECREASED
Shares229,426 from 232,862
Change-3,436 (-1%)
Value$80.6M (-$7.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares228,120 from 218,358
Change+9,762 (+4%)
Value$78.5M (-$5.1M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares228,120 from 218,358
Change+9,762 (+4%)
Value$78.5M (-$5.1M)
Filed 2026-10-20
Randolph Co Inc
INCREASED
Shares227,807 from 227,701
Change+106 (+0%)
Value$80.0M (-$6.0M)
Filed 2026-10-23
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares225,669 from 227,658
Change-1,989 (-1%)
Value$79.3M (-$6.7M)
Filed 2026-10-22
Covea Finance
INCREASED
Shares225,080 from 205,568
Change+19,512 (+9%)
Value$79.0M (+$1.4M)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares224,809 from 225,708
Change-899 (0%)
Value$79.0M (-$6.3M)
Filed 2026-10-30
Todd Asset Management LLC
INCREASED
Shares224,276 from 199,669
Change+24,607 (+12%)
Value$78.8M (+$3.3M)
Filed 2026-10-27
Gradient Investments LLC
INCREASED
Shares224,134 from 205,399
Change+18,735 (+9%)
Value$78.7M (+$1.1M)
Filed 2026-10-08
Generate Investment Management Ltd
INCREASED
Shares223,461 from 201,192
Change+22,269 (+11%)
Value$78.5M (+$2.5M)
Filed 2026-10-14
Vest Financial, LLC
INCREASED
Shares218,440 from 180,361
Change+38,079 (+21%)
Value$76.7M (+$8.6M)
Filed 2026-10-21
Sterling Capital Management LLC
INCREASED
Shares217,216 from 164,105
Change+53,111 (+32%)
Value$76.3M (+$14.3M)
Filed 2026-10-22
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares214,178 from 218,104
Change-3,926 (-2%)
Value$75.2M (-$7.2M)
Filed 2026-10-26
Bokf, NA
DECREASED
Shares213,418 from 220,799
Change-7,381 (-3%)
Value$75.0M (-$8.5M)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED
Shares213,405 from 209,680
Change+3,725 (+2%)
Value$74.9M (-$4.3M)
Filed 2026-10-21
Chesley Taft & Associates LLC
DECREASED
Shares211,031 from 212,959
Change-1,928 (-1%)
Value$74.1M (-$6.3M)
Filed 2026-10-13
Annex Advisory Services, LLC
DECREASED
Shares209,965 from 215,440
Change-5,475 (-3%)
Value$73.7M (-$7.6M)
Filed 2026-10-16
Franklin Street Advisors Inc
DECREASED
Shares209,218 from 220,186
Change-10,968 (-5%)
Value$73.5M (-$9.7M)
Filed 2026-10-13
Farmers & Merchants Investments Inc
INCREASED
Shares208,985 from 205,311
Change+3,674 (+2%)
Value$73.4M (-$4.2M)
Filed 2026-10-22
OAK Ridge Investments LLC
DECREASED
Shares208,649 from 222,874
Change-14,225 (-6%)
Value$73.3M (-$10.9M)
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares204,618 from 206,427
Change-1,809 (-1%)
Value$71.9M (-$6.1M)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares203,116 from 213,408
Change-10,292 (-5%)
Value$71.3M (-$9.3M)
Filed 2026-10-05
Highland Capital Management, LLC
DECREASED
Shares203,009 from 204,730
Change-1,721 (-1%)
Value$71.3M (-$6.0M)
Filed 2026-10-26
First Citizens Bank & Trust Co
INCREASED
Shares202,096 from 157,699
Change+44,397 (+28%)
Value$71.0M (+$11.4M)
Filed 2026-10-14
Park Avenue Securities LLC
DECREASED
Shares200,949 from 201,540
Change-591 (0%)
Value$70.6M (-$5.6M)
Filed 2026-10-26
TCV Trust & Wealth Management, Inc.
DECREASED
Shares200,849 from 206,743
Change-5,894 (-3%)
Value$70.5M (-$7.6M)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares197,669 from 279,715
Change-82,046 (-29%)
Value$69.4M (-$36.2M)
Filed 2026-10-15
Triglav Investments, D.O.O.
DECREASED
Shares196,849 from 199,678
Change-2,829 (-1%)
Value$69.1M (-$6.3M)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares196,120 from 186,541
Change+9,579 (+5%)
Value$68.9M (-$1.6M)
Filed 2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares194,833 from 71,156
Change+123,677 (+174%)
Value$68.4M (+$41.5M)
Filed 2026-10-23
Alphinity Investment Management Pty Ltd
DECREASED
Shares194,766 from 426,229
Change-231,463 (-54%)
Value$68.4M (-$92.6M)
Filed 2026-11-02
Obermeyer Wealth Partners
INCREASED
Shares193,428 from 192,213
Change+1,215 (+1%)
Value$67.9M (-$4.7M)
Filed 2026-10-21
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares191,590 from 239,350
Change-47,760 (-20%)
Value$67.3M (-$23.1M)
Filed 2026-10-29
Alta Capital Management LLC/
DECREASED
Shares189,404 from 211,607
Change-22,203 (-10%)
Value$66.5M (-$13.4M)
Filed 2026-10-26
Community Trust & Investment Co
INCREASED
Shares186,649 from 184,389
Change+2,260 (+1%)
Value$65.5M (-$4.1M)
Filed 2026-10-15
Daymark Wealth Partners, LLC
INCREASED
Shares184,973 from 171,487
Change+13,486 (+8%)
Value$65.0M (+$181.6K)
Filed 2026-11-04
Traynor Capital Management, Inc.
INCREASED
Shares184,490 from 182,517
Change+1,973 (+1%)
Value$64.8M (-$4.2M)
Filed 2026-10-29
Verity & Verity, LLC
DECREASED
Shares181,553 from 183,292
Change-1,739 (-1%)
Value$63.8M (-$5.5M)
Filed 2026-10-23
Nicholas Hoffman & Company, Llc.
INCREASED
Shares178,937 from 178,565
Change+372 (+0%)
Value$62.8M (-$4.6M)
Filed 2026-10-30
Campbell Newman Asset Management Inc
INCREASED
Shares177,559 from 176,981
Change+578 (+0%)
Value$62.4M (-$4.5M)
Filed 2026-10-22
Cohen Klingenstein LLC
UNCHANGED
Shares177,555 from 177,555
Change0 (0%)
Value$62.4M (-$4.7M)
Filed 2026-10-15
Perpetual Ltd
DECREASED
Shares175,326 from 178,572
Change-3,246 (-2%)
Value$61.6M (-$5.9M)
Filed 2026-10-13
Moran Wealth Management, LLC
INCREASED
Shares175,188 from 174,797
Change+391 (+0%)
Value$61.5M (-$4.5M)
Filed 2026-10-22
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares174,118 from 174,118
Change0 (0%)
Value$61.1M (-$4.6M)
Filed 2026-11-03
Smith Salley Wealth Management
INCREASED
Shares171,030 from 162,684
Change+8,346 (+5%)
Value$60.1M (-$1.4M)
Filed 2026-11-03
Smith Group Asset Management, LLC
DECREASED
Shares171,015 from 265,504
Change-94,489 (-36%)
Value$60.1M (-$40.2M)
Filed 2026-10-27
Segment Wealth Management, LLC
INCREASED
Shares170,171 from 169,801
Change+370 (+0%)
Value$59.8M (-$4.4M)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares167,173 from 162,693
Change+4,480 (+3%)
Value$58.7M (-$2.7M)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares166,331 from 162,837
Change+3,494 (+2%)
Value$58.4M (-$3.1M)
Filed 2026-10-16
Braun Stacey Associates Inc
DECREASED
Shares165,667 from 200,903
Change-35,236 (-18%)
Value$58.2M (-$17.7M)
Filed 2026-10-19
Beese Fulmer Investment Management, Inc.
INCREASED
Shares164,760 from 164,602
Change+158 (+0%)
Value$57.9M (-$4.3M)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
DECREASED
Shares164,146 from 166,101
Change-1,955 (-1%)
Value$57.6M (-$5.1M)
Filed 2026-11-03
Calamos Wealth Management LLC
DECREASED
Shares160,664 from 161,921
Change-1,257 (-1%)
Value$56.4M (-$4.7M)
Filed 2026-11-02
Motley Fool Asset Management LLC
DECREASED
Shares160,311 from 204,744
Change-44,433 (-22%)
Value$56.3M (-$21.0M)
Filed 2026-10-27
Compound Planning, Inc.
DECREASED
Shares159,523 from 167,775
Change-8,252 (-5%)
Value$56.0M (-$7.4M)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares157,350 from 150,698
Change+6,652 (+4%)
Value$55.3M (-$1.7M)
Filed 2026-10-08
Clearstead Advisors, LLC
DECREASED
Shares156,591 from 157,661
Change-1,070 (-1%)
Value$55.0M (-$4.6M)
Filed 2026-11-06
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares156,000 from 156,000
Change0 (0%)
Value$54.8M (-$4.1M)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares155,531 from 154,216
Change+1,315 (+1%)
Value$54.6M (-$3.6M)
Filed 2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares153,210 from 135,211
Change+17,999 (+13%)
Value$53.8M (+$2.7M)
Filed 2026-10-22
Waycross Partners, LLC
INCREASED
Shares152,644 from 122,739
Change+29,905 (+24%)
Value$53.6M (+$7.2M)
Filed 2026-11-03
Nemes Rush Group LLC
DECREASED
Shares152,471 from 154,662
Change-2,191 (-1%)
Value$53.5M (-$4.9M)
Filed 2026-11-04
First National Trust Co
DECREASED
Shares151,654 from 157,855
Change-6,201 (-4%)
Value$53.3M (-$6.4M)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED
Shares151,168 from 150,683
Change+485 (+0%)
Value$53.1M (-$3.8M)
Filed 2026-11-05
Univest Financial Corp
INCREASED
Shares148,026 from 140,274
Change+7,752 (+6%)
Value$52.0M (-$1.0M)
Filed 2026-11-05
Slow Capital, Inc.
DECREASED
Shares147,966 from 149,339
Change-1,373 (-1%)
Value$52.0M (-$4.4M)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares147,532 from 157,458
Change-9,926 (-6%)
Value$51.8M (-$7.7M)
Filed 2026-10-22
Penobscot Investment Management Company, Inc.
DECREASED
Shares147,001 from 154,321
Change-7,320 (-5%)
Value$51.6M (-$6.7M)
Filed 2026-10-26
Addenda Capital Inc.
DECREASED
Shares146,998 from 166,431
Change-19,433 (-12%)
Value$51.6M (-$11.2M)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares143,571 from 149,152
Change-5,581 (-4%)
Value$50.4M (-$5.9M)
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
DECREASED
Shares143,337 from 170,727
Change-27,390 (-16%)
Value$50.3M (-$14.2M)
Filed 2026-10-16
Meridian Wealth Management, LLC
INCREASED
Shares143,201 from 136,509
Change+6,692 (+5%)
Value$50.3M (-$1.3M)
Filed 2026-11-05
North Dakota State Investment Board
INCREASED
Shares142,487 from 137,340
Change+5,147 (+4%)
Value$50.0M (-$1.8M)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED
Shares142,353 from 141,593
Change+760 (+1%)
Value$50.0M (-$3.5M)
Filed 2026-10-22
Reynders McVeigh Capital Management, LLC
INCREASED
Shares142,310 from 111,710
Change+30,600 (+27%)
Value$50.0M (+$7.8M)
Filed 2026-10-30
Carmel Capital Management L.L.C.
DECREASED
Shares140,349 from 141,369
Change-1,020 (-1%)
Value$49.3M (-$4.1M)
Filed 2026-10-30
General American Investors Co Inc
UNCHANGED
Shares138,000 from 138,000
Change0 (0%)
Value$48.5M (-$3.7M)
Filed 2026-11-02
Fideuram Asset Management (Ireland) dac
INCREASED
Shares137,206 from 97,430
Change+39,776 (+41%)
Value$51.8M (+$11.7M)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED
Shares134,753 from 135,082
Change-329 (0%)
Value$47.3M (-$3.7M)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
DECREASED
Shares133,498 from 137,281
Change-3,783 (-3%)
Value$46.9M (-$5.0M)
Filed 2026-10-16
Belvedere Trading LLC
INCREASED
Shares132,458 from 62,009
Change+70,449 (+114%)
Value$46.5M (+$23.1M)
Filed 2026-11-05
Boston Trust Walden Corp
INCREASED
Shares132,199 from 107,948
Change+24,251 (+22%)
Value$46.4M (+$5.6M)
Filed 2026-10-30
Quadrant Capital Group LLC
DECREASED
Shares129,758 from 137,791
Change-8,033 (-6%)
Value$46.4M (-$5.7M)
Filed 2026-10-20
Bailard, Inc.
INCREASED
Shares128,433 from 127,019
Change+1,414 (+1%)
Value$45.1M (-$2.9M)
Filed 2026-10-13
Richard C. Young & Co., Ltd.
DECREASED
Shares127,426 from 130,102
Change-2,676 (-2%)
Value$44.8M (-$4.4M)
Filed 2026-11-04
First Merchants Corp
DECREASED
Shares127,304 from 132,080
Change-4,776 (-4%)
Value$44.7M (-$5.2M)
Filed 2026-10-15
Cache Advisors, LLC
DECREASED
Shares126,663 from 133,104
Change-6,441 (-5%)
Value$44.5M (-$5.8M)
Filed 2026-10-16
Broad Peak Investment Advisers Pte Ltd
DECREASED
Shares126,000 from 151,500
Change-25,500 (-17%)
Value$44.2M (-$13.0M)
Filed 2026-11-02
Davidson Investment Advisors
DECREASED
Shares125,483 from 128,579
Change-3,096 (-2%)
Value$44.1M (-$4.5M)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares125,218 from 105,429
Change+19,789 (+19%)
Value$44.0M (+$4.1M)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares123,759 from 104,540
Change+19,219 (+18%)
Value$43.5M (+$4.0M)
Filed 2026-11-05
KTF Investments, LLC
DECREASED
Shares123,114 from 124,647
Change-1,533 (-1%)
Value$43.2M (-$3.8M)
Filed 2026-10-23
Boston Common Asset Management, LLC
INCREASED
Shares121,497 from 113,075
Change+8,422 (+7%)
Value$42.7M (-$45.6K)
Filed 2026-10-13
Florida Trust Wealth Management Co
INCREASED
Shares120,709 from 117,762
Change+2,947 (+3%)
Value$42.4M (-$2.1M)
Filed 2026-11-05
Plato Investment Management Ltd
INCREASED
Shares120,628 from 115,497
Change+5,131 (+4%)
Value$42.5M (-$846.3K)
Filed 2026-11-05
ARS Investment Partners, LLC
DECREASED
Shares119,759 from 120,754
Change-995 (-1%)
Value$42.1M (-$3.6M)
Filed 2026-11-05
Goelzer Investment Management, Inc.
INCREASED
Shares119,272 from 119,112
Change+160 (+0%)
Value$41.9M (-$3.1M)
Filed 2026-10-16
Forbes J M & Co LLP
INCREASED
Shares118,989 from 118,169
Change+820 (+1%)
Value$41.8M (-$2.9M)
Filed 2026-10-16
Torray Investment Partners LLC
INCREASED
Shares118,929 from 101,468
Change+17,461 (+17%)
Value$41.8M (+$3.4M)
Filed 2026-10-30
Hosking Partners LLP
INCREASED
Shares118,895 from 115,572
Change+3,323 (+3%)
Value$41.8M (-$1.9M)
Filed 2026-10-21
Viking Fund Management LLC
INCREASED
Shares118,000 from 109,500
Change+8,500 (+8%)
Value$41.4M (+$76.8K)
Filed 2026-10-14
Middleton & Co Inc
DECREASED
Shares117,523 from 121,188
Change-3,665 (-3%)
Value$41.3M (-$4.5M)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares115,483 from 110,632
Change+4,851 (+4%)
Value$40.6M (-$1.2M)
Filed 2026-11-03
Formuepleje A/S
INCREASED
Shares115,025 from 107,017
Change+8,008 (+7%)
Value$40.4M (-$30.0K)
Filed 2026-10-15
Venture Visionary Partners LLC
INCREASED
Shares114,571 from 106,708
Change+7,863 (+7%)
Value$40.2M (-$72.7K)
Filed 2026-10-07
Brooklands Fund Management Ltd
NEW
Shares114,500
Change+114,500
Value$40.2M
Filed 2026-10-28
Greenleaf Trust
DECREASED
Shares113,811 from 114,951
Change-1,140 (-1%)
Value$40.0M (-$3.5M)
Filed 2026-10-29
Godsey & Gibb, Inc
DECREASED
Shares113,149 from 115,060
Change-1,911 (-2%)
Value$39.7M (-$3.7M)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares112,671 from 95,484
Change+17,187 (+18%)
Value$39.6M (+$3.5M)
Filed 2026-11-04
Overbrook Management Corp
INCREASED
Shares112,603 from 103,684
Change+8,919 (+9%)
Value$39.5M (+$378.4K)
Filed 2026-10-08
Knights of Columbus Asset Advisors LLC
INCREASED
Shares112,193 from 112,096
Change+97 (+0%)
Value$39.4M (-$2.9M)
Filed 2026-11-05
Valley Wealth Managers, Inc.
INCREASED
Shares112,073 from 111,224
Change+849 (+1%)
Value$39.4M (-$2.7M)
Filed 2026-10-09
Axxcess Wealth Management, LLC
DECREASED
Shares112,029 from 181,657
Change-69,628 (-38%)
Value$39.3M (-$29.3M)
Filed 2026-10-21
Artemis Investment Management LLP
INCREASED
Shares111,892 from 50,032
Change+61,860 (+124%)
Value$39.3M (+$20.4M)
Filed 2026-10-08
Signaturefd, LLC
INCREASED
Shares110,852 from 108,713
Change+2,139 (+2%)
Value$38.9M (-$2.1M)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares110,433 from 102,182
Change+8,251 (+8%)
Value$38.8M (+$183.7K)
Filed 2026-10-22
Appleton Partners Inc
DECREASED
Shares110,337 from 112,946
Change-2,609 (-2%)
Value$38.7M (-$3.9M)
Filed 2026-10-30
Cardinal Capital Management, Inc.
INCREASED
Shares109,353 from 88,286
Change+21,067 (+24%)
Value$38.4M (+$5.1M)
Filed 2026-10-16
Ledyard National Bank
DECREASED
Shares108,613 from 113,272
Change-4,659 (-4%)
Value$38.1M (-$4.6M)
Filed 2026-10-21
Praxis Investment Management Inc
INCREASED
Shares108,322 from 102,919
Change+5,403 (+5%)
Value$38.0M (-$836.0K)
Filed 2026-11-03
Naples Global Advisors, LLC
DECREASED
Shares108,114 from 109,246
Change-1,132 (-1%)
Value$38.0M (-$3.3M)
Filed 2026-11-05
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares108,000
Change+108,000
Value$37.9M
Filed 2026-11-04
First Horizon Corp
DECREASED
Shares107,269 from 107,742
Change-473 (0%)
Value$37.7M (-$3.0M)
Filed 2026-10-26
American National Bank & Trust
DECREASED
Shares107,177 from 111,848
Change-4,671 (-4%)
Value$37.6M (-$4.6M)
Filed 2026-10-07
Woodmont Investment Counsel LLC
INCREASED
Shares106,713 from 105,500
Change+1,213 (+1%)
Value$37.5M (-$2.4M)
Filed 2026-10-29
Masterinvest Kapitalanlage GmbH
INCREASED
Shares106,376 from 99,435
Change+6,941 (+7%)
Value$37.4M (-$203.4K)
Filed 2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED
Shares105,761 from 101,545
Change+4,216 (+4%)
Value$37.6M (-$803.4K)
Filed 2026-10-28
Howard Capital Management, LLC
DECREASED
Shares105,384 from 105,611
Change-227 (0%)
Value$37.0M (-$2.9M)
Filed 2026-10-16
Linscomb Wealth, Inc.
DECREASED
Shares105,360 from 107,845
Change-2,485 (-2%)
Value$37.0M (-$3.7M)
Filed 2026-11-05
Eagle Rock Investment Company, LLC
DECREASED
Shares105,317 from 107,222
Change-1,905 (-2%)
Value$37.0M (-$3.5M)
Filed 2026-10-21
Arnhold LLC
UNCHANGED
Shares104,690 from 104,690
Change0 (0%)
Value$36.8M (-$2.8M)
Filed 2026-10-26
Leonteq Securities AG
DECREASED
Shares104,501 from 183,207
Change-78,706 (-43%)
Value$36.7M (-$32.5M)
Filed 2026-10-29
Sycomore Asset Management
UNCHANGED
Shares104,183 from 104,183
Change0 (0%)
Value$44.0K ($0)
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares103,904 from 102,394
Change+1,510 (+1%)
Value$36.5M (-$2.2M)
Filed 2026-11-05
DSG Capital Advisors, LLC
DECREASED
Shares102,727 from 103,704
Change-977 (-1%)
Value$36.1M (-$4.3M)
Filed 2026-11-05
Aviance Capital Partners, LLC
DECREASED
Shares101,050 from 101,926
Change-876 (-1%)
Value$35.5M (-$3.0M)
Filed 2026-10-29
Loftus Peak Pty Ltd
INCREASED
Shares100,214 from 65,061
Change+35,153 (+54%)
Value$35.2M (+$10.6M)
Filed 2026-10-15
Strategic Planning Group, LLC
INCREASED
Shares99,663 from 83,182
Change+16,481 (+20%)
Value$35.0M (+$3.6M)
Filed 2026-10-22
Suncoast Equity Management
DECREASED
Shares98,925 from 101,887
Change-2,962 (-3%)
Value$34.7M (-$3.7M)
Filed 2026-11-03
Nixon Peabody Trust Co
INCREASED
Shares97,593 from 94,239
Change+3,354 (+4%)
Value$34.3M (-$1.3M)
Filed 2026-10-23
GAM Holding AG
DECREASED
Shares96,637 from 97,566
Change-929 (-1%)
Value$33.9M (-$2.9M)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares96,635 from 98,265
Change-1,630 (-2%)
Value$33.9M (-$3.2M)
Filed 2026-10-30
Princeton Global Asset Management LLC
DECREASED
Shares96,063 from 107,614
Change-11,551 (-11%)
Value$33.7M (-$6.9M)
Filed 2026-10-21
GC Wealth Management RIA, LLC
INCREASED
Shares95,224 from 81,883
Change+13,341 (+16%)
Value$33.4M (+$2.5M)
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares95,009 from 79,525
Change+15,484 (+19%)
Value$34.2M (+$2.4M)
Filed 2026-10-09
Washington Trust Bank
INCREASED
Shares94,740 from 92,421
Change+2,319 (+3%)
Value$33.3M (-$1.6M)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares94,615 from 87,886
Change+6,729 (+8%)
Value$33.2M (+$28.9K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares92,989 from 90,164
Change+2,825 (+3%)
Value$32.7M (-$1.4M)
Filed 2026-10-13
GoalVest Advisory LLC
INCREASED
Shares92,152 from 4,749
Change+87,403 (+1840%)
Value$1.7M (-$61.8K)
Filed 2026-10-02
CX Institutional
INCREASED
Shares92,006 from 90,468
Change+1,538 (+2%)
Value$32.3K (-$34.1M)
Filed 2026-10-02
Kirr Marbach & Co LLC
DECREASED
Shares91,901 from 92,433
Change-532 (-1%)
Value$32.3M (-$2.6M)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares91,794 from 91,244
Change+550 (+1%)
Value$32.2M (-$2.2M)
Filed 2026-11-02
Maple Capital Management, Inc.
INCREASED
Shares91,472 from 90,605
Change+867 (+1%)
Value$32.1M (-$2.1M)
Filed 2026-11-02
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares91,386 from 35,853
Change+55,533 (+155%)
Value$32.1M (+$18.6M)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares91,169 from 90,580
Change+589 (+1%)
Value$32.0M (-$2.2M)
Filed 2026-10-22
Fulton Bank, N.A.
INCREASED
Shares90,625 from 89,944
Change+681 (+1%)
Value$31.8M (-$2.1M)
Filed 2026-10-14
Glass Wealth Management Co LLC
DECREASED
Shares90,446 from 90,888
Change-442 (0%)
Value$31.8M (-$2.6M)
Filed 2026-10-28
Burney Co/
DECREASED
Shares90,102 from 97,738
Change-7,636 (-8%)
Value$31.6M (-$5.3M)
Filed 2026-10-15
Harrell Investment Partners, LLC
DECREASED
Shares89,594 from 90,374
Change-780 (-1%)
Value$31.5M (-$2.7M)
Filed 2026-10-15
Eulav Asset Management
DECREASED
Shares89,067 from 90,066
Change-999 (-1%)
Value$31.3M (-$2.7M)
Filed 2026-10-23
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares88,844 from 89,737
Change-893 (-1%)
Value$31.2M (-$2.7M)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares87,460 from 82,283
Change+5,177 (+6%)
Value$30.7M (-$367.0K)
Filed 2026-10-22
Legacy Private Trust Co.
DECREASED
Shares85,932 from 87,023
Change-1,091 (-1%)
Value$30.2M (-$2.7M)
Filed 2026-10-06
DDD Partners, LLC
INCREASED
Shares85,823 from 80,758
Change+5,065 (+6%)
Value$30.1M (-$366.2K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
DECREASED
Shares85,293 from 87,009
Change-1,716 (-2%)
Value$30.0M (-$2.9M)
Filed 2026-11-04
Talbot Financial, LLC
INCREASED
Shares85,181 from 83,128
Change+2,053 (+2%)
Value$29.9M (-$1.5M)
Filed 2026-10-19
Park National Corp
INCREASED
Shares84,676 from 69,833
Change+14,843 (+21%)
Value$29.7M (+$3.4M)
Filed 2026-10-05
Deltec Asset Management LLC
INCREASED
Shares84,124 from 83,655
Change+469 (+1%)
Value$29.5M (-$2.1M)
Filed 2026-10-26
Frank, Rimerman Advisors LLC
DECREASED
Shares84,077 from 84,152
Change-75 (0%)
Value$29.5M (-$2.3M)
Filed 2026-10-16
Jefferies Financial Group Inc.
INCREASED
Shares83,100 from 15,722
Change+67,378 (+429%)
Value$29.2M (+$23.2M)
Filed 2026-11-05
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares83,000 from 83,000
Change0 (0%)
Value$29.1M (-$2.2M)
Filed 2026-10-06
Convergence Investment Partners, LLC
INCREASED
Shares82,996 from 34,316
Change+48,680 (+142%)
Value$29.1M (+$16.2M)
Filed 2026-10-28
Evergreen Capital Management LLC
INCREASED
Shares82,927 from 81,952
Change+975 (+1%)
Value$29.1M (-$1.8M)
Filed 2026-10-23
Albion Financial Group
INCREASED
Shares82,882 from 81,864
Change+1,018 (+1%)
Value$29.1M (-$1.8M)
Filed 2026-10-21
Simplicity Wealth,LLC
INCREASED
Shares81,918 from 72,395
Change+9,523 (+13%)
Value$28.8M (+$1.4M)
Filed 2026-10-23
United Asset Strategies, Inc.
DECREASED
Shares81,787 from 83,581
Change-1,794 (-2%)
Value$28.7M (-$2.9M)
Filed 2026-10-28
Ascent Group, LLC
INCREASED
Shares81,704 from 81,070
Change+634 (+1%)
Value$28.7M (-$1.9M)
Filed 2026-10-30
WestEnd Advisors, LLC
INCREASED
Shares81,593 from 81
Change+81,512 (+100632%)
Value$28.7M (+$28.6M)
Filed 2026-10-27
DE Burlo Group Inc
INCREASED
Shares81,516 from 30,231
Change+51,285 (+170%)
Value$28.6M (+$17.2M)
Filed 2026-11-05
Nordwand Advisors, LLC
INCREASED
Shares81,434 from 81,123
Change+311 (+0%)
Value$28.6M (-$2.0M)
Filed 2026-11-05
Sawgrass Asset Management LLC
DECREASED
Shares81,426 from 82,019
Change-593 (-1%)
Value$28.6M (-$2.4M)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares81,382 from 93,582
Change-12,200 (-13%)
Value$28.6M (-$6.8M)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares80,385 from 78,823
Change+1,562 (+2%)
Value$28.2M (-$1.5M)
Filed 2026-10-23
Schmidt P J Investment Management Inc
DECREASED
Shares80,284 from 80,394
Change-110 (0%)
Value$28.2M (-$2.2M)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares79,944 from 76,650
Change+3,294 (+4%)
Value$28.1M (-$871.6K)
Filed 2026-10-15
Cookson Peirce & Co Inc
INCREASED
Shares79,454 from 75,832
Change+3,622 (+5%)
Value$27.9M (-$742.1K)
Filed 2026-10-30
Consolidated Investment Group LLC
UNCHANGED
Shares79,105 from 79,105
Change0 (0%)
Value$27.8M (-$2.1M)
Filed 2026-11-04
Integrated Financial Solutions, Inc.
INCREASED
Shares78,606 from 77,110
Change+1,496 (+2%)
Value$27.6M (-$1.5M)
Filed 2026-10-09
Meiji Yasuda America Inc
INCREASED
Shares77,974 from 62,793
Change+15,181 (+24%)
Value$27.4M (+$3.7M)
Filed 2026-10-22
Compass Wealth Management LLC
DECREASED
Shares76,884 from 78,541
Change-1,657 (-2%)
Value$27.0M (-$2.7M)
Filed 2026-10-22
Bdf-Gestion
DECREASED
Shares76,820 from 86,562
Change-9,742 (-11%)
Value$27.0M (+$26.1M)
Filed 2026-10-19
Copeland Capital Management, LLC
INCREASED
Shares76,490 from 76,414
Change+76 (+0%)
Value$26.9M (-$2.0M)
Filed 2026-10-13
Petredis Investment Advisors LLC
INCREASED
Shares76,384 from 76,224
Change+160 (+0%)
Value$26.8M (-$2.0M)
Filed 2026-10-20
Strategy Asset Managers LLC
DECREASED
Shares76,334 from 77,669
Change-1,335 (-2%)
Value$26.8M (-$2.5M)
Filed 2026-10-14
Maxi Investments CY Ltd
INCREASED
Shares76,220 from 48,454
Change+27,766 (+57%)
Value$26.8M (+$8.5M)
Filed 2026-10-26
McKinley Carter Wealth Services, Inc.
DECREASED
Shares76,146 from 77,392
Change-1,246 (-2%)
Value$26.7M (-$2.5M)
Filed 2026-10-16
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares76,110 from 75,826
Change+284 (+0%)
Value$26.7M (-$1.9M)
Filed 2026-10-30
Baker Avenue Asset Management, LP
INCREASED
Shares75,824 from 75,553
Change+271 (+0%)
Value$26.6M (-$1.9M)
Filed 2026-11-06
Rossmore Private Capital
INCREASED
Shares75,595 from 73,869
Change+1,726 (+2%)
Value$26.5M (-$1.4M)
Filed 2026-10-27
Pittenger & Anderson Inc
INCREASED
Shares75,264 from 74,267
Change+997 (+1%)
Value$26.4M (-$1.6M)
Filed 2026-11-02
CWA Asset Management Group, LLC
DECREASED
Shares74,624 from 76,199
Change-1,575 (-2%)
Value$26.2M (-$2.6M)
Filed 2026-10-19
Citizens National Bank Trust Department
DECREASED
Shares74,388 from 76,917
Change-2,529 (-3%)
Value$26.1M (-$2.9M)
Filed 2026-11-04
Hedeker Wealth, LLC
INCREASED
Shares74,057 from 73,225
Change+832 (+1%)
Value$26.0M (-$1.7M)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares73,656 from 57,465
Change+16,191 (+28%)
Value$25.9M (+$4.5M)
Filed 2026-10-13
Globalt Investments LLC / GA
DECREASED
Shares72,945 from 75,279
Change-2,334 (-3%)
Value$25.6M (-$2.8M)
Filed 2026-10-27
Meyer Handelman Co
INCREASED
Shares72,881 from 3,605
Change+69,276 (+1922%)
Value$25.6M (+$24.2M)
Filed 2026-10-28
Fulton Breakefield Broenniman LLC
DECREASED
Shares72,771 from 73,277
Change-506 (-1%)
Value$25.6M (-$2.1M)
Filed 2026-11-03
Empire Life Investments Inc.
DECREASED
Shares72,641 from 75,476
Change-2,835 (-4%)
Value$25.5M (-$3.0M)
Filed 2026-11-06
Commonwealth Retirement Investments LLC
DECREASED
Shares72,326 from 72,778
Change-452 (-1%)
Value$25.4M (-$2.1M)
Filed 2026-10-26
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares71,804 from 74,819
Change-3,015 (-4%)
Value$25.2M (-$3.0M)
Filed 2026-11-03
Nilsine Partners, LLC
INCREASED
Shares71,598 from 71,455
Change+143 (+0%)
Value$25.1M (-$1.8M)
Filed 2026-11-02
Haven Capital Group, Inc.
INCREASED
Shares71,302 from 71,266
Change+36 (+0%)
Value$25.0M (-$1.9M)
Filed 2026-10-13
International Assets Investment Management, LLC
INCREASED
Shares70,921 from 68,425
Change+2,496 (+4%)
Value$24.4M (-$886.3K)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares70,067 from 63,624
Change+6,443 (+10%)
Value$24.6M (+$572.9K)
Filed 2026-10-22
Jackson Square Capital, LLC
DECREASED
Shares69,785 from 74,650
Change-4,865 (-7%)
Value$24.5M (-$3.7M)
Filed 2026-10-19
Philadelphia Trust Co
DECREASED
Shares69,757 from 96,423
Change-26,666 (-28%)
Value$24.5M (-$11.9M)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED
Shares69,055 from 67,043
Change+2,012 (+3%)
Value$24.3M (-$1.1M)
Filed 2026-10-29
Brighton Jones LLC
INCREASED
Shares68,624 from 66,036
Change+2,588 (+4%)
Value$24.1M (-$845.1K)
Filed 2026-11-03
Mitchell Capital Management Co
INCREASED
Shares68,407 from 67,863
Change+544 (+1%)
Value$24.0M (-$1.6M)
Filed 2026-10-29
Duncker Streett & Co Inc
DECREASED
Shares68,275 from 68,416
Change-141 (0%)
Value$24.0M (-$1.9M)
Filed 2026-10-27
Cypress Capital Group
INCREASED
Shares67,871 from 66,421
Change+1,450 (+2%)
Value$23.8M (-$1.3M)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares67,262 from 65,346
Change+1,916 (+3%)
Value$23.6M (-$1.1M)
Filed 2026-11-05
Oak Harvest Investment Services
DECREASED
Shares67,073 from 85,395
Change-18,322 (-21%)
Value$23.6M (-$8.7M)
Filed 2026-10-20
Laurion Capital Management LP
INCREASED
Shares67,061 from 14,922
Change+52,139 (+349%)
Value$23.6M (+$17.9M)
Filed 2026-10-30
Verdence Capital Advisors LLC
INCREASED
Shares66,747 from 62,747
Change+4,000 (+6%)
Value$23.4M (-$262.0K)
Filed 2026-10-26
Cooper Financial Group
INCREASED
Shares66,368 from 63,965
Change+2,403 (+4%)
Value$23.3M (-$854.8K)
Filed 2026-10-07
Renaissance Investment Group LLC
DECREASED
Shares66,276 from 68,173
Change-1,897 (-3%)
Value$23.3M (-$2.5M)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares66,203 from 70,429
Change-4,226 (-6%)
Value$23.2M (-$3.4M)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED
Shares66,179 from 62,064
Change+4,115 (+7%)
Value$23.2M (-$203.2K)
Filed 2026-10-08
Cypress Asset Management Inc
DECREASED
Shares65,670 from 66,951
Change-1,281 (-2%)
Value$23.1M (-$2.2M)
Filed 2026-10-09
Huntleigh Advisors, Inc.
INCREASED
Shares65,670 from 64,857
Change+813 (+1%)
Value$23.1M (-$1.4M)
Filed 2026-11-03
Romano Brothers and Company
DECREASED
Shares65,553 from 69,933
Change-4,380 (-6%)
Value$23.0M (-$3.4M)
Filed 2026-10-22
JB Capital LLC
DECREASED
Shares65,319 from 65,945
Change-626 (-1%)
Value$22.9M (-$2.0M)
Filed 2026-10-19
Scott & Selber, Inc.
DECREASED
Shares65,312 from 65,394
Change-82 (0%)
Value$22.9M (-$1.8M)
Filed 2026-10-21
Montag A & Associates Inc
DECREASED
Shares64,359 from 66,932
Change-2,573 (-4%)
Value$22.6M (-$2.7M)
Filed 2026-10-29
TD Private Client Wealth LLC
INCREASED
Shares64,113 from 62,712
Change+1,401 (+2%)
Value$22.5M (-$1.2M)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares63,863 from 63,124
Change+739 (+1%)
Value$22.4M (-$1.4M)
Filed 2026-10-23
Capital Investment Advisors, LLC
INCREASED
Shares63,760 from 63,620
Change+140 (+0%)
Value$22.4M (-$1.6M)
Filed 2026-10-22
Foyston, Gordon & Payne Inc
DECREASED
Shares63,533 from 67,215
Change-3,682 (-5%)
Value$22.3M (-$3.2M)
Filed 2026-11-02
GW Henssler & Associates LTD
INCREASED
Shares63,203 from 62,085
Change+1,118 (+2%)
Value$22.2M (-$1.3M)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares62,893 from 64,110
Change-1,217 (-2%)
Value$22.1M (-$2.1M)
Filed 2026-10-23
Signal Advisors Wealth, LLC
INCREASED
Shares62,276 from 61,868
Change+408 (+1%)
Value$21.9M (-$1.5M)
Filed 2026-10-13
Strategic Wealth Investment Group, LLC
DECREASED
Shares62,197 from 64,070
Change-1,873 (-3%)
Value$21.8M (-$2.4M)
Filed 2026-10-29
Marietta Wealth Management, LLC
DECREASED
Shares62,194 from 63,756
Change-1,562 (-2%)
Value$21.5M (-$2.5M)
Filed 2026-10-22
KCM Investment Advisors LLC
INCREASED
Shares61,841 from 61,642
Change+199 (+0%)
Value$21.7M (-$1.6M)
Filed 2026-10-27
Integrated Advisors Network LLC
INCREASED
Shares61,472 from 58,539
Change+2,933 (+5%)
Value$21.6M (-$524.5K)
Filed 2026-10-20
Stackstone Wealth, LLC
NEW
Shares61,430
Change+61,430
Value$21.6M
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
DECREASED
Shares61,182 from 61,941
Change-759 (-1%)
Value$21.5M (-$1.9M)
Filed 2026-10-13
LaFleur & Godfrey LLC
DECREASED
Shares61,158 from 68,418
Change-7,260 (-11%)
Value$21.5M (-$4.4M)
Filed 2026-10-27
Valeo Financial Advisors, LLC
INCREASED
Shares61,022 from 56,614
Change+4,408 (+8%)
Value$21.4M (+$51.9K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares60,952 from 50,093
Change+10,859 (+22%)
Value$21.4M (+$2.5M)
Filed 2026-10-21
Parsons Capital Management Inc
INCREASED
Shares60,739 from 52,422
Change+8,317 (+16%)
Value$21.3M (+$1.5M)
Filed 2026-10-28
Kennedy Investment Group, Inc.
INCREASED
Shares60,346 from 59,476
Change+870 (+1%)
Value$21.2M (-$1.3M)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares60,272 from 44,874
Change+15,398 (+34%)
Value$21.2M (+$4.2M)
Filed 2026-11-03
Capital City Trust Co
DECREASED
Shares60,072 from 61,983
Change-1,911 (-3%)
Value$21.1M (-$2.3M)
Filed 2026-10-22
PKO Investment Management Joint-Stock Co
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$21.1M (-$1.6M)
Filed 2026-10-19
Perryman Financial Advisory Inc
INCREASED
Shares59,233 from 59,172
Change+61 (+0%)
Value$20.8M (-$1.5M)
Filed 2026-10-16
SFE Investment Counsel
INCREASED
Shares59,183 from 56,951
Change+2,232 (+4%)
Value$20.8M (-$728.7K)
Filed 2026-10-29
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
NEW
Shares59,153
Change+59,153
Value$20.8M
Filed 2026-10-20
Trust Co of Vermont
INCREASED
Shares59,013 from 49,637
Change+9,376 (+19%)
Value$20.7M (+$2.0M)
Filed 2026-10-21
Eagle Global Advisors LLC
DECREASED
Shares58,860 from 59,226
Change-366 (-1%)
Value$20.7M (-$1.7M)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares58,854 from 58,684
Change+170 (+0%)
Value$20.7M (-$1.5M)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares58,660 from 57,328
Change+1,332 (+2%)
Value$20.6M (-$1.1M)
Filed 2026-10-29
Wespac Advisors SoCal, LLC
DECREASED
Shares58,046 from 58,520
Change-474 (-1%)
Value$20.4M (-$1.7M)
Filed 2026-10-13
Parcion Private Wealth LLC
INCREASED
Shares57,818 from 56,832
Change+986 (+2%)
Value$20.3M (-$1.2M)
Filed 2026-10-28
180 Wealth Advisors, LLC
DECREASED
Shares57,715 from 57,811
Change-96 (0%)
Value$20.3M (-$1.6M)
Filed 2026-11-03
Ascentis Independent Advisors
INCREASED
Shares57,648 from 1,429
Change+56,219 (+3934%)
Value$20.2M (+$19.7M)
Filed 2026-11-03
Cordatus Wealth Management LLC
DECREASED
Shares57,314 from 59,202
Change-1,888 (-3%)
Value$20.1M (-$2.2M)
Filed 2026-10-19
Isthmus Partners, LLC
INCREASED
Shares57,270 from 57,198
Change+72 (+0%)
Value$20.1M (-$1.5M)
Filed 2026-10-21
Vestor Capital, LLC
INCREASED
Shares57,177 from 550
Change+56,627 (+10296%)
Value$6.3K (+$6.2K)
Filed 2026-11-04
S-Bank Fund Management Ltd
DECREASED
Shares57,055 from 61,598
Change-4,543 (-7%)
Value$20.0M (-$3.2M)
Filed 2026-11-06
Journey Advisory Group, LLC
INCREASED
Shares56,831 from 55,706
Change+1,125 (+2%)
Value$20.0M (-$1.1M)
Filed 2026-11-04
Visionary Wealth Advisors
INCREASED
Shares56,292 from 55,649
Change+643 (+1%)
Value$19.8M (-$1.3M)
Filed 2026-11-04
Community Financial Services Group, LLC
DECREASED
Shares56,242 from 58,623
Change-2,381 (-4%)
Value$19.3M (-$2.3M)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares56,112 from 12,365
Change+43,747 (+354%)
Value$19.7M (+$15.9M)
Filed 2026-10-13
Provident Investment Management, Inc.
INCREASED
Shares55,531 from 54,988
Change+543 (+1%)
Value$19.5M (-$1.3M)
Filed 2026-10-23
Rockline Wealth Management, LLC
DECREASED
Shares55,514 from 55,605
Change-91 (0%)
Value$19.5M (-$1.5M)
Filed 2026-10-26
Tema Etfs LLC
INCREASED
Shares55,444 from 51,702
Change+3,742 (+7%)
Value$19.5M (-$59.1K)
Filed 2026-10-16
Everest Financial Group LLC
INCREASED
Shares55,138 from 49,737
Change+5,401 (+11%)
Value$19.4M (+$575.6K)
Filed 2026-11-06
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares54,916 from 54,916
Change0 (0%)
Value$19.3M (-$1.5M)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares54,883 from 51,418
Change+3,465 (+7%)
Value$19.3M (-$148.9K)
Filed 2026-10-23
John G Ullman & Associates Inc
DECREASED
Shares54,708 from 56,147
Change-1,439 (-3%)
Value$19.2M (-$2.0M)
Filed 2026-11-04
Norden Group LLC
INCREASED
Shares54,447 from 52,256
Change+2,191 (+4%)
Value$19.1M (-$618.4K)
Filed 2026-10-20
Greenwood Gearhart LLC
INCREASED
Shares54,349 from 50,954
Change+3,395 (+7%)
Value$19.1M (-$161.0K)
Filed 2026-11-02
Agur Provident & Training Funds Management LTD
INCREASED
Shares54,200 from 22,200
Change+32,000 (+144%)
Value$190.3K (+$111.4K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares53,870 from 58,483
Change-4,613 (-8%)
Value$18.9M (-$3.2M)
Filed 2026-10-13
Versant Capital Management, Inc
INCREASED
Shares53,866 from 53,172
Change+694 (+1%)
Value$18.9M (-$1.2M)
Filed 2026-10-02
Stokes Capital Advisors, LLC
INCREASED
Shares53,762 from 52,471
Change+1,291 (+2%)
Value$18.9M (-$940.2K)
Filed 2026-10-09
Equitable Trust Co
DECREASED
Shares53,654 from 54,253
Change-599 (-1%)
Value$18.8M (-$1.7M)
Filed 2026-10-13
Reliant Investment Management, LLC
DECREASED
Shares53,359 from 54,427
Change-1,068 (-2%)
Value$18.7M (-$1.8M)
Filed 2026-10-14
M & L Capital Management Ltd
DECREASED
Shares53,329 from 175,800
Change-122,471 (-70%)
Value$18.7M (-$47.7M)
Filed 2026-10-26
71 West Capital Partners
INCREASED
Shares52,724 from 52,562
Change+162 (+0%)
Value$18.5M (-$1.3M)
Filed 2026-11-04
Trust Asset Management LLC
UNCHANGED
Shares52,549 from 52,549
Change0 (0%)
Value$18.5M (-$1.4M)
Filed 2026-11-03
Intesa Sanpaolo Wealth Management
INCREASED
Shares52,510 from 49,188
Change+3,322 (+7%)
Value$18.4M (-$139.8K)
Filed 2026-10-28
Kornitzer Capital Management Inc
INCREASED
Shares52,407 from 46,475
Change+5,932 (+13%)
Value$18.4M (+$848.9K)
Filed 2026-11-03
Covenant Asset Management, LLC
DECREASED
Shares52,077 from 53,642
Change-1,565 (-3%)
Value$18.3M (-$2.0M)
Filed 2026-10-14
Cullen Investment Group, Ltd.
DECREASED
Shares52,053 from 55,469
Change-3,416 (-6%)
Value$18.5M (-$2.5M)
Filed 2026-10-13
Koshinski Asset Management, Inc.
DECREASED
Shares52,047 from 52,427
Change-380 (-1%)
Value$18.3M (-$1.5M)
Filed 2026-10-29
Harbour Capital Advisors, LLC
INCREASED
Shares51,825 from 51,739
Change+86 (+0%)
Value$18.2M (-$2.5M)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares51,647 from 36,470
Change+15,177 (+42%)
Value$18.1M (+$4.4M)
Filed 2026-10-28
Hoey Investments, Inc
DECREASED
Shares51,584 from 52,347
Change-763 (-1%)
Value$18.1M (-$1.7M)
Filed 2026-10-29
Eagle Capital Management, LLC
DECREASED
Shares51,439 from 52,864
Change-1,425 (-3%)
Value$18.1M (-$1.9M)
Filed 2026-10-19
Azzad Asset Management Inc
DECREASED
Shares51,349 from 51,482
Change-133 (0%)
Value$18.0M (-$1.4M)
Filed 2026-11-04
Linden Thomas Advisory Services, LLC
INCREASED
Shares51,041 from 50,684
Change+357 (+1%)
Value$17.9M (-$1.2M)
Filed 2026-10-19
Confluence Wealth Services, Inc.
DECREASED
Shares50,937 from 51,864
Change-927 (-2%)
Value$17.9M (-$1.7M)
Filed 2026-11-05
Vantage Investment Partners, LLC
INCREASED
Shares50,884 from 49,096
Change+1,788 (+4%)
Value$17.9M (-$676.1K)
Filed 2026-10-27
Synergy Asset Management, LLC
INCREASED
Shares50,766 from 46,085
Change+4,681 (+10%)
Value$17.8M (+$419.9K)
Filed 2026-11-05
Asio Capital, LLC
INCREASED
Shares50,210 from 49,757
Change+453 (+1%)
Value$17.6M (-$1.2M)
Filed 2026-10-19
Jamison Private Wealth Management, Inc.
INCREASED
Shares50,126 from 49,707
Change+419 (+1%)
Value$17.6M (-$1.2M)
Filed 2026-10-14
Westover Capital Advisors, LLC
INCREASED
Shares50,069 from 49,947
Change+122 (+0%)
Value$17.6M (-$1.3M)
Filed 2026-10-26
Elite Wealth Management, Inc.
INCREASED
Shares49,815 from 35,160
Change+14,655 (+42%)
Value$17.5M (+$4.2M)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares49,676 from 44,308
Change+5,368 (+12%)
Value$17.6M (+$884.0K)
Filed 2026-10-13
Capital Investment Counsel, LLC
DECREASED
Shares49,431 from 50,676
Change-1,245 (-2%)
Value$17.4M (-$1.8M)
Filed 2026-10-14
Chicago Partners Investment Group LLC
DECREASED
Shares49,422 from 57,458
Change-8,036 (-14%)
Value$15.9M (-$6.7M)
Filed 2026-10-27
Nfsg Corp
INCREASED
Shares49,179 from 48,869
Change+310 (+1%)
Value$17.3M (-$1.2M)
Filed 2026-10-15
Lyell Wealth Management, LP
INCREASED
Shares49,145 from 46,015
Change+3,130 (+7%)
Value$17.3M (-$122.9K)
Filed 2026-10-30
SeaCrest Wealth Management, LLC
DECREASED
Shares48,911 from 49,219
Change-308 (-1%)
Value$17.2M (-$1.4M)
Filed 2026-10-21
FFG Partners, LLC
DECREASED
Shares48,739 from 52,772
Change-4,033 (-8%)
Value$17.1M (-$2.8M)
Filed 2026-10-15
University of Texas S AM Investment Management Co
INCREASED
Shares48,501 from 47,469
Change+1,032 (+2%)
Value$17.0M (-$898.3K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
INCREASED
Shares48,298 from 46,469
Change+1,829 (+4%)
Value$17.0M (-$591.9K)
Filed 2026-10-13
Trifecta Capital Advisors, LLC
INCREASED
Shares48,218 from 47,362
Change+856 (+2%)
Value$16.9M (-$957.3K)
Filed 2026-10-21
V-Square Quantitative Management LLC
INCREASED
Shares47,831 from 45,140
Change+2,691 (+6%)
Value$16.8M (-$253.9K)
Filed 2026-10-15
First Financial Bank - Trust Division
INCREASED
Shares47,817 from 39,029
Change+8,788 (+23%)
Value$16.8M (+$2.0M)
Filed 2026-10-01
Foster Victor Wealth Advisors, LLC
INCREASED
Shares47,511 from 46,991
Change+520 (+1%)
Value$15.9M (-$2.4M)
Filed 2026-10-21
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares47,349 from 50,354
Change-3,005 (-6%)
Value$16.6M (-$2.4M)
Filed 2026-10-16
Bensler, LLC
INCREASED
Shares47,246 from 42,575
Change+4,671 (+11%)
Value$16.6M (+$509.8K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
DECREASED
Shares47,223 from 48,058
Change-835 (-2%)
Value$16.6M (-$1.6M)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares47,019 from 44,287
Change+2,732 (+6%)
Value$16.5M (-$219.7K)
Filed 2026-10-30
Clear Trail Advisors, LLC
DECREASED
Shares46,897 from 47,851
Change-954 (-2%)
Value$16.5M (-$1.6M)
Filed 2026-10-20
Intact Investment Management Inc.
DECREASED
Shares46,830 from 51,100
Change-4,270 (-8%)
Value$16.4M (-$2.9M)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
INCREASED
Shares46,618 from 35,188
Change+11,430 (+32%)
Value$16.5M (+$3.4M)
Filed 2026-10-22
Lanark Financial, Inc.
DECREASED
Shares46,520 from 47,756
Change-1,236 (-3%)
Value$16.3M (-$1.7M)
Filed 2026-10-26
Paragon Advisors, LLC
INCREASED
Shares46,294 from 46,036
Change+258 (+1%)
Value$16.3M (-$1.1M)
Filed 2026-11-03
Progressive Investment Management Corp
DECREASED
Shares46,042 from 46,534
Change-492 (-1%)
Value$16.2M (-$1.4M)
Filed 2026-10-26
Kendall Capital Management
INCREASED
Shares46,030 from 45,720
Change+310 (+1%)
Value$16.2M (-$1.1M)
Filed 2026-10-23
Purus Wealth Management, LLC
DECREASED
Shares45,972 from 45,977
Change-5 (0%)
Value$16.1M (-$1.2M)
Filed 2026-10-15
LS Investment Advisors, LLC
DECREASED
Shares45,966 from 49,192
Change-3,226 (-7%)
Value$16.1M (-$2.4M)
Filed 2026-10-13
Neville Rodie & Shaw Inc
DECREASED
Shares45,845 from 51,008
Change-5,163 (-10%)
Value$16.1K (-$19.3M)
Filed 2026-10-05
BLB&B Advisors, LLC
INCREASED
Shares45,724 from 44,695
Change+1,029 (+2%)
Value$16.1M (-$825.7K)
Filed 2026-10-27
Howland Capital Management LLC
INCREASED
Shares45,509 from 39,716
Change+5,793 (+15%)
Value$16.0M (+$979.6K)
Filed 2026-10-22
Payden & Rygel
DECREASED
Shares45,452 from 45,652
Change-200 (0%)
Value$16.0M (-$1.3M)
Filed 2026-10-28
Evexia Wealth LLC
DECREASED
Shares45,394 from 55,796
Change-10,402 (-19%)
Value$14.9M (-$6.9M)
Filed 2026-11-05
Mystic Asset Management, Inc.
DECREASED
Shares45,215 from 45,974
Change-759 (-2%)
Value$15.9M (-$1.5M)
Filed 2026-10-15
Independent Solutions Wealth Management, LLC
DECREASED
Shares45,119 from 45,463
Change-344 (-1%)
Value$15.8M (-$1.3M)
Filed 2026-10-28
Valicenti Advisory Services Inc
DECREASED
Shares45,047 from 45,531
Change-484 (-1%)
Value$15.8M (-$1.4M)
Filed 2026-10-23
Old Second National Bank of Aurora
DECREASED
Shares44,979 from 50,023
Change-5,044 (-10%)
Value$15.8M (-$3.1M)
Filed 2026-10-22
Pathway Wealth Management LLC
INCREASED
Shares44,771 from 44,766
Change+5 (+0%)
Value$15.7M (-$1.2M)
Filed 2026-10-19
Archford Capital Strategies, LLC
INCREASED
Shares44,404 from 44,304
Change+100 (+0%)
Value$15.6M (-$1.1M)
Filed 2026-10-19
Investment Insight Wealth Management, LLC
DECREASED
Shares43,993 from 44,534
Change-541 (-1%)
Value$15.4M (-$1.4M)
Filed 2026-10-30
Ninety One SA (PTY) Ltd
DECREASED
Shares43,949 from 45,690
Change-1,741 (-4%)
Value$15.5M (-$1.7M)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares43,942 from 42,639
Change+1,303 (+3%)
Value$15.4M (-$674.9K)
Filed 2026-10-08
Clearstead Trust, LLC
DECREASED
Shares43,828 from 45,481
Change-1,653 (-4%)
Value$15.4M (-$1.8M)
Filed 2026-11-06
Private Trust Co NA
DECREASED
Shares43,825 from 43,931
Change-106 (0%)
Value$15.4M (-$1.2M)
Filed 2026-10-20
RMR Wealth Builders
INCREASED
Shares43,735 from 43,444
Change+291 (+1%)
Value$15.4M (-$1.1M)
Filed 2026-10-22
Applied Finance Capital Management, LLC
INCREASED
Shares43,672 from 27,591
Change+16,081 (+58%)
Value$15.3M (+$4.9M)
Filed 2026-11-03
Angeles Wealth Management, LLC
DECREASED
Shares43,620 from 44,949
Change-1,329 (-3%)
Value$15.3M (-$1.7M)
Filed 2026-10-26
Columbia Asset Management
DECREASED
Shares43,499 from 45,442
Change-1,943 (-4%)
Value$15.3M (-$1.9M)
Filed 2026-10-19
Hunter Associates Investment Management LLC
DECREASED
Shares43,355 from 48,193
Change-4,838 (-10%)
Value$15.2M (-$3.0M)
Filed 2026-10-26
Cigna Investments Inc
DECREASED
Shares43,344 from 43,785
Change-441 (-1%)
Value$15.2M (-$1.3M)
Filed 2026-10-19
Westwood Wealth Management
DECREASED
Shares43,290 from 44,290
Change-1,000 (-2%)
Value$15.2M (-$1.5M)
Filed 2026-10-29
Quantum Private Wealth, LLC
DECREASED
Shares43,129 from 44,034
Change-905 (-2%)
Value$15.1M (-$1.5M)
Filed 2026-10-20
Narwhal Capital Management
INCREASED
Shares42,936 from 41,122
Change+1,814 (+4%)
Value$15.1M (-$455.2K)
Filed 2026-11-04
Avestar Capital, LLC
DECREASED
Shares42,848 from 60,027
Change-17,179 (-29%)
Value$15.0M (-$7.6M)
Filed 2026-10-28
First Business Financial Services, Inc.
INCREASED
Shares42,796 from 41,248
Change+1,548 (+4%)
Value$15.0M (-$551.9K)
Filed 2026-10-29
Hohimer Wealth Management, LLC
INCREASED
Shares42,512 from 41,502
Change+1,010 (+2%)
Value$14.9M (-$747.6K)
Filed 2026-11-04
Jones Kertz & Associates, Inc.
DECREASED
Shares42,507 from 43,742
Change-1,235 (-3%)
Value$14.9M (-$1.6M)
Filed 2026-10-28
Fulcrum Asset Management LLP
DECREASED
Shares42,386 from 42,754
Change-368 (-1%)
Value$15.1M (-$872.5K)
Filed 2026-11-04
Griffin Asset Management, Inc.
INCREASED
Shares42,030 from 39,291
Change+2,739 (+7%)
Value$14.8M (-$81.7K)
Filed 2026-10-22
Financial Enhancement Group LLC
INCREASED
Shares42,004 from 40,855
Change+1,149 (+3%)
Value$15.8M (+$382.0K)
Filed 2026-10-08
Avantax Planning Partners, Inc.
DECREASED
Shares41,906 from 44,787
Change-2,881 (-6%)
Value$14.7M (-$2.2M)
Filed 2026-11-03
Patton Albertson Miller Group, LLC
DECREASED
Shares41,859 from 42,694
Change-835 (-2%)
Value$14.7M (-$1.4M)
Filed 2026-10-26
One Way Holdings LLC
INCREASED
Shares41,669 from 35,382
Change+6,287 (+18%)
Value$14.6M (+$1.3M)
Filed 2026-10-29
Inspire Trust Co, N.A.
DECREASED
Shares41,554 from 54,689
Change-13,135 (-24%)
Value$14.6M (-$6.1M)
Filed 2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares41,524 from 41,524
Change0 (0%)
Value$15.7M ($0)
Filed 2026-10-15
Peterson Wealth Services
INCREASED
Shares41,433 from 40,885
Change+548 (+1%)
Value$14.6M (-$893.3K)
Filed 2026-10-26
Blue Fin Capital, Inc.
INCREASED
Shares41,284 from 40,281
Change+1,003 (+2%)
Value$14.5M (-$717.6K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares40,827 from 34,603
Change+6,224 (+18%)
Value$14.3M (+$1.3M)
Filed 2026-10-13
Capstone Wealth Management Group, LLC
DECREASED
Shares40,695 from 44,197
Change-3,502 (-8%)
Value$13.4M (-$3.3M)
Filed 2026-11-05
Gunderson Capital Management LLC
INCREASED
Shares40,673 from 23,153
Change+17,520 (+76%)
Value$14.3M (+$5.5M)
Filed 2026-10-15
Tectonic Advisors LLC
INCREASED
Shares40,655 from 37,786
Change+2,869 (+8%)
Value$14.3M (+$4.1K)
Filed 2026-10-22
CenterBook Partners LP
DECREASED
Shares40,564 from 68,476
Change-27,912 (-41%)
Value$14.2M (-$11.6M)
Filed 2026-11-02
Capital Asset Advisory Services LLC
INCREASED
Shares40,472 from 36,063
Change+4,409 (+12%)
Value$13.1M (-$534.0K)
Filed 2026-10-30
Sendero Wealth Management, LLC
DECREASED
Shares40,313 from 44,745
Change-4,432 (-10%)
Value$14.2M (-$2.7M)
Filed 2026-10-14
Chicago Capital, LLC
INCREASED
Shares40,279 from 36,590
Change+3,689 (+10%)
Value$14.1M (+$323.7K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares40,141 from 41,722
Change-1,581 (-4%)
Value$14.1M (-$1.7M)
Filed 2026-10-30
Financial Solutions Advisory Group, Inc.
DECREASED
Shares39,939 from 41,398
Change-1,459 (-4%)
Value$13.1M (-$3.5M)
Filed 2026-10-28
Generali Investments, Management Co LLC
DECREASED
Shares39,753 from 47,351
Change-7,598 (-16%)
Value$14.0M (-$3.9M)
Filed 2026-10-19
Birch Hill Investment Advisors LLC
INCREASED
Shares39,551 from 24,929
Change+14,622 (+59%)
Value$13.9M (+$4.5M)
Filed 2026-10-16
Wallington Asset Management, LLC
NEW
Shares39,544
Change+39,544
Value$13.9M
Filed 2026-11-04
Baker Ellis Asset Management LLC
DECREASED
Shares39,525 from 40,155
Change-630 (-2%)
Value$13.9M (-$1.3M)
Filed 2026-10-14
Lmcg Investments, LLC
INCREASED
Shares39,273 from 35,768
Change+3,505 (+10%)
Value$13.8M (+$280.9K)
Filed 2026-10-21
Brady Family Wealth, LLC
DECREASED
Shares39,147 from 41,235
Change-2,088 (-5%)
Value$13.7M (-$1.8M)
Filed 2026-11-02
RDA Financial Network
DECREASED
Shares39,111 from 40,025
Change-914 (-2%)
Value$13.7M (-$1.4M)
Filed 2026-10-15
BG Investment Services, LLC
NEW
Shares38,776
Change+38,776
Value$13.6M
Filed 2026-10-23
James Investment Research, Inc.
DECREASED
Shares38,738 from 40,779
Change-2,041 (-5%)
Value$13.6M (-$1.8M)
Filed 2026-10-22
Argonautica Private Wealth Management, Inc
DECREASED
Shares38,567 from 39,256
Change-689 (-2%)
Value$13.5M (-$1.3M)
Filed 2026-11-02
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares38,379 from 39,932
Change-1,553 (-4%)
Value$13.5M (-$1.6M)
Filed 2026-10-21
Mccarter Private Wealth Services LLC
DECREASED
Shares38,095 from 38,715
Change-620 (-2%)
Value$13.4M (-$1.2M)
Filed 2026-10-22
Advisortrust Partners, LLC
INCREASED
Shares37,883 from 37,114
Change+769 (+2%)
Value$13.3M (-$715.7K)
Filed 2026-11-02
Lineweaver Wealth Advisors, LLC
INCREASED
Shares37,764 from 36,920
Change+844 (+2%)
Value$13.3M (-$684.3K)
Filed 2026-10-13
Premier Path Wealth Partners, LLC
DECREASED
Shares37,741 from 37,838
Change-97 (0%)
Value$13.3M (-$1.0M)
Filed 2026-10-16
Kintegral Advisory, LLC
INCREASED
Shares37,609 from 37,397
Change+212 (+1%)
Value$13.2M (-$918.8K)
Filed 2026-10-16
Fogel Capital Management, Inc.
INCREASED
Shares37,365 from 37,225
Change+140 (+0%)
Value$13.1M (-$939.5K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares37,242 from 35,435
Change+1,807 (+5%)
Value$13.1M (-$306.5K)
Filed 2026-10-29
AlphaStar Capital Management, LLC
INCREASED
Shares37,212 from 31,274
Change+5,938 (+19%)
Value$13.1M (+$1.3M)
Filed 2026-10-16
Greenwood Capital Associates LLC
INCREASED
Shares37,029 from 32,531
Change+4,498 (+14%)
Value$13.0M (+$715.6K)
Filed 2026-10-27
Moody National Bank Trust Division
DECREASED
Shares36,860 from 38,385
Change-1,525 (-4%)
Value$12.9M (-$1.6M)
Filed 2026-10-06
Eastover Investment Advisors LLC
DECREASED
Shares36,794 from 37,979
Change-1,185 (-3%)
Value$12.9M (-$1.4M)
Filed 2026-10-05
Welch Group, LLC
INCREASED
Shares36,673 from 35,018
Change+1,655 (+5%)
Value$12.9M (-$348.8K)
Filed 2026-10-29
PFG Advisors
DECREASED
Shares36,579 from 42,851
Change-6,272 (-15%)
Value$12.8M (-$3.3M)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares36,550 from 33,783
Change+2,767 (+8%)
Value$12.8M (+$59.0K)
Filed 2026-11-03
Portfolio Design Labs, LLC
INCREASED
Shares36,542 from 36,233
Change+309 (+1%)
Value$12.8M (-$854.2K)
Filed 2026-11-04
Pathway Financial Advisers, LLC
DECREASED
Shares36,371 from 36,798
Change-427 (-1%)
Value$12.8M (-$1.1M)
Filed 2026-10-27
Everhart Financial Group, Inc.
INCREASED
Shares36,185 from 35,919
Change+266 (+1%)
Value$12.7M (-$860.6K)
Filed 2026-10-08
Clean Yield Group
INCREASED
Shares36,177 from 35,801
Change+376 (+1%)
Value$12.7M (-$818.8K)
Filed 2026-10-28
Resonant Capital Advisors, LLC
INCREASED
Shares36,127 from 35,926
Change+201 (+1%)
Value$12.7M (-$883.6K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares36,096 from 34,559
Change+1,537 (+4%)
Value$12.5M (-$710.8K)
Filed 2026-11-02
Y.D. More Investments Ltd
DECREASED
Shares36,036 from 47,252
Change-11,216 (-24%)
Value$12.7M (-$5.2M)
Filed 2026-11-02
WealthPlan Investment Management, LLC
INCREASED
Shares35,967 from 35,818
Change+149 (+0%)
Value$12.6M (-$899.2K)
Filed 2026-10-15
Toth Financial Advisory Corp
INCREASED
Shares35,914 from 34,043
Change+1,871 (+6%)
Value$12.6M (-$247.1K)
Filed 2026-10-08
Warm Springs Advisors Inc.
INCREASED
Shares35,867 from 30,118
Change+5,749 (+19%)
Value$12.6M (+$1.2M)
Filed 2026-10-28
Mattern Capital Management, LLC
INCREASED
Shares35,734 from 35,199
Change+535 (+2%)
Value$12.5M (-$747.0K)
Filed 2026-11-02
One Wealth Capital Management, LLC
INCREASED
Shares35,532 from 28,290
Change+7,242 (+26%)
Value$12.5M (+$1.8M)
Filed 2026-10-23
Stanley-Laman Group, Ltd.
DECREASED
Shares35,187 from 35,446
Change-259 (-1%)
Value$12.4M (-$1.0M)
Filed 2026-10-20
Mountain Hill Investment Partners Corp.
INCREASED
Shares35,156 from 8,525
Change+26,631 (+312%)
Value$12.3M (+$9.1M)
Filed 2026-10-23
Stablepoint Partners, LLC
INCREASED
Shares35,114 from 35,058
Change+56 (+0%)
Value$12.3M (-$911.6K)
Filed 2026-11-03
Summit Global Investments
INCREASED
Shares35,082 from 21,395
Change+13,687 (+64%)
Value$12.3M (+$4.2M)
Filed 2026-10-28
Ashurst Perkins Coie Trust Co
INCREASED
Shares34,962 from 34,783
Change+179 (+1%)
Value$12.3M (-$861.0K)
Filed 2026-10-15
Weaver Capital Management LLC
DECREASED
Shares34,924 from 38,070
Change-3,146 (-8%)
Value$12.3M (+$481.8K)
Filed 2026-10-15
Conning Inc.
INCREASED
Shares34,899 from 31,339
Change+3,560 (+11%)
Value$12.3M (+$417.9K)
Filed 2026-10-27
Quadrant Private Wealth Management, LLC
INCREASED
Shares34,801 from 34,784
Change+17 (+0%)
Value$12.2M (-$917.8K)
Filed 2026-11-04
Salem Investment Counselors Inc
INCREASED
Shares34,450 from 34,431
Change+19 (+0%)
Value$12.1M (-$907.7K)
Filed 2026-10-13
Louisbourg Investments Inc.
INCREASED
Shares34,311 from 28,622
Change+5,689 (+20%)
Value$9.9M (+$874.4K)
Filed 2026-10-20
Concord Wealth Partners
INCREASED
Shares34,268 from 34,005
Change+263 (+1%)
Value$12.0M (-$810.8K)
Filed 2026-11-02
Berbice Capital Management LLC
INCREASED
Shares34,160 from 33,980
Change+180 (+1%)
Value$12.0M (-$839.3K)
Filed 2026-10-13
Trust Co of Toledo NA
INCREASED
Shares34,143 from 34,067
Change+76 (+0%)
Value$12.0M (-$878.1K)
Filed 2026-10-16
Alta Advisers Ltd
INCREASED
Shares34,036 from 18,279
Change+15,757 (+86%)
Value$12.0M (+$5.0M)
Filed 2026-11-02
Princeton Capital Management LLC
INCREASED
Shares33,875 from 33,196
Change+679 (+2%)
Value$11.9M (-$643.3K)
Filed 2026-10-27
Patten Group, Inc.
INCREASED
Shares33,757 from 33,418
Change+339 (+1%)
Value$11.9M (-$768.5K)
Filed 2026-10-26
Midwest Professional Planners, Ltd.
DECREASED
Shares33,637 from 35,291
Change-1,654 (-5%)
Value$11.8M (-$1.5M)
Filed 2026-10-29
Royal Fund Management, LLC
INCREASED
Shares33,601 from 33,018
Change+583 (+2%)
Value$11.8M (-$672.2K)
Filed 2026-10-22
RED Cedar Investment Management, LLC
UNCHANGED
Shares33,533 from 33,533
Change0 (0%)
Value$11.8M (-$890.6K)
Filed 2026-11-04
1834 Investment Advisors Co
INCREASED
Shares33,512 from 33,485
Change+27 (+0%)
Value$11.8M (-$880.0K)
Filed 2026-10-16
Trust Point Inc.
INCREASED
Shares33,352 from 31,687
Change+1,665 (+5%)
Value$11.7M (-$256.9K)
Filed 2026-10-27
Fortem Financial Group, LLC
INCREASED
Shares33,188 from 32,683
Change+505 (+2%)
Value$11.7M (-$690.9K)
Filed 2026-10-20
CMH Wealth Management LLC
DECREASED
Shares33,183 from 36,177
Change-2,994 (-8%)
Value$11.7M (-$2.0M)
Filed 2026-10-22
Lockheed Martin Investment Management Co
DECREASED
Shares33,150 from 130,080
Change-96,930 (-75%)
Value$11.6M (-$37.5M)
Filed 2026-11-04
Sage Mountain Advisors LLC
DECREASED
Shares33,100 from 34,510
Change-1,410 (-4%)
Value$11.6M (-$1.4M)
Filed 2026-11-02
Concord Asset Management, LLC
INCREASED
Shares33,075 from 32,064
Change+1,011 (+3%)
Value$11.6M (-$496.6K)
Filed 2026-11-02
Root Financial Partners, LLC
INCREASED
Shares33,026 from 32,554
Change+472 (+1%)
Value$11.6M (-$698.9K)
Filed 2026-10-21
JLB & Associates Inc
DECREASED
Shares32,979 from 33,064
Change-85 (0%)
Value$12.5M (-$32.1K)
Filed 2026-10-27
Galvin, Gaustad & Stein, LLC
INCREASED
Shares32,842 from 4,039
Change+28,803 (+713%)
Value$11.5M (+$10.0M)
Filed 2026-10-08
Schear Investment Advisers, LLC
DECREASED
Shares32,830 from 38,961
Change-6,131 (-16%)
Value$11.5M (-$3.2M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares32,830 from 32,369
Change+461 (+1%)
Value$11.5M (-$697.8K)
Filed 2026-10-14
Procyon Advisors, LLC
DECREASED
Shares32,767 from 33,310
Change-543 (-2%)
Value$11.5M (-$1.1M)
Filed 2026-10-21
North Point Portfolio Managers Corp
INCREASED
Shares32,598 from 26,452
Change+6,146 (+23%)
Value$11.4M (+$1.5M)
Filed 2026-10-07
Asset Dedication, LLC
DECREASED
Shares32,541 from 32,984
Change-443 (-1%)
Value$11.4M (-$1.0M)
Filed 2026-11-03
Greystone Financial Group, LLC
DECREASED
Shares32,481 from 34,297
Change-1,816 (-5%)
Value$11.4M (-$1.5M)
Filed 2026-10-26
Oak Grove Capital LLC
INCREASED
Shares32,344 from 967
Change+31,377 (+3245%)
Value$11.4M (+$11.0M)
Filed 2026-10-09
MinichMacGregor Wealth Management, LLC
DECREASED
Shares32,307 from 32,750
Change-443 (-1%)
Value$11.3M (-$1.0M)
Filed 2026-10-14
Bochk Asset Management Ltd
INCREASED
Shares32,089 from 26,960
Change+5,129 (+19%)
Value$11.3M (+$1.1M)
Filed 2026-10-29
Compton Wealth Advisory Group, LLC
DECREASED
Shares32,064 from 32,165
Change-101 (0%)
Value$11.0M (-$861.3K)
Filed 2026-10-13
West Branch Capital LLC
INCREASED
Shares32,044 from 31,925
Change+119 (+0%)
Value$11.3M (-$805.9K)
Filed 2026-10-20
Aprio Wealth Management, LLC
INCREASED
Shares31,994 from 31,463
Change+531 (+2%)
Value$11.2M (-$649.2K)
Filed 2026-10-28
Eleva Capital SAS
NEW
Shares31,991
Change+31,991
Value$11.2M
Filed 2026-10-06
Accurate Wealth Management, LLC
INCREASED
Shares31,927 from 31,753
Change+174 (+1%)
Value$11.4M (-$1.3M)
Filed 2026-10-20
Orange Investment Advisors, Inc.
DECREASED
Shares31,903 from 32,068
Change-165 (-1%)
Value$11.2M (-$909.7K)
Filed 2026-10-23
CFM Wealth Partners LLC
INCREASED
Shares31,832 from 31,296
Change+536 (+2%)
Value$11.2M (-$643.0K)
Filed 2026-11-05
Security National Bank
INCREASED
Shares31,766 from 30,857
Change+909 (+3%)
Value$11.2M (-$500.3K)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares31,391 from 29,997
Change+1,394 (+5%)
Value$11.0M (-$307.2K)
Filed 2026-11-05
Shepherd Financial Partners LLC
INCREASED
Shares31,315 from 31,261
Change+54 (+0%)
Value$11.0M (-$811.3K)
Filed 2026-11-03
Titleist Asset Management, LLC
DECREASED
Shares31,182 from 31,290
Change-108 (0%)
Value$11.0M (-$868.7K)
Filed 2026-10-08
Elyxium Wealth, LLC
DECREASED
Shares31,160 from 31,466
Change-306 (-1%)
Value$10.9M (-$943.3K)
Filed 2026-10-27
Means Investment Co., Inc.
INCREASED
Shares31,156 from 28,554
Change+2,602 (+9%)
Value$10.9M (+$155.5K)
Filed 2026-11-03
Ellsworth Advisors, LLC
INCREASED
Shares31,112 from 30,448
Change+664 (+2%)
Value$10.9M (-$1.1M)
Filed 2026-10-15
Kanawha Capital Management LLC
INCREASED
Shares31,004 from 30,130
Change+874 (+3%)
Value$10.9M (-$493.3K)
Filed 2026-10-19
Alps Advisors Inc
INCREASED
Shares30,850 from 15,262
Change+15,588 (+102%)
Value$10.8M (+$5.1M)
Filed 2026-11-03
Grandview Asset Management LLC
DECREASED
Shares30,756 from 32,088
Change-1,332 (-4%)
Value$10.8M (-$1.2M)
Filed 2026-10-19
Lake Street Private Wealth, LLC
DECREASED
Shares30,754 from 31,678
Change-924 (-3%)
Value$10.8M (-$1.2M)
Filed 2026-10-22
Bell Asset Management Ltd
DECREASED
Shares30,680 from 39,992
Change-9,312 (-23%)
Value$10.8M (-$4.3M)
Filed 2026-10-08
Acumen Wealth Advisors, LLC
INCREASED
Shares30,551 from 29,169
Change+1,382 (+5%)
Value$10.7M (-$289.4K)
Filed 2026-11-05
Financial Perspectives, Inc
DECREASED
Shares30,420 from 30,495
Change-75 (0%)
Value$10.7M (-$836.3K)
Filed 2026-11-03
Rockport Wealth LLC
DECREASED
Shares30,350 from 31,706
Change-1,356 (-4%)
Value$10.7M (-$1.3M)
Filed 2026-11-03
Edmp, Inc.
DECREASED
Shares30,309 from 30,499
Change-190 (-1%)
Value$10.6M (-$876.7K)
Filed 2026-10-22
Destiny Wealth Partners, LLC
INCREASED
Shares30,112 from 25,899
Change+4,213 (+16%)
Value$9.7M (-$379.0K)
Filed 2026-11-05
NovaPoint Capital, LLC
DECREASED
Shares30,107 from 30,369
Change-262 (-1%)
Value$10.6M (-$898.6K)
Filed 2026-10-22
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares30,102 from 30,368
Change-266 (-1%)
Value$10.6M (-$900.0K)
Filed 2026-11-02
Argentarii, LLC
INCREASED
Shares29,988 from 29,924
Change+64 (+0%)
Value$10.5M (-$1.9M)
Filed 2026-10-28
TrueMark Investments, LLC
INCREASED
Shares29,863 from 4,670
Change+25,193 (+539%)
Value$10.5M (+$8.7M)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares29,855 from 31,841
Change-1,986 (-6%)
Value$10.5M (-$1.5M)
Filed 2026-11-04
Shaker Investments LLC
INCREASED
Shares29,849 from 29,839
Change+10 (+0%)
Value$10.5M (-$789.0K)
Filed 2026-11-05
Souders Financial Advisors
DECREASED
Shares29,808 from 30,788
Change-980 (-3%)
Value$10.5M (-$1.2M)
Filed 2026-11-03
111 Capital
INCREASED
Shares29,805 from 21,905
Change+7,900 (+36%)
Value$10.5M (+$2.2M)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares29,765 from 29,493
Change+272 (+1%)
Value$10.5M (-$687.7K)
Filed 2026-11-02
New Hampshire Trust
DECREASED
Shares29,763 from 30,642
Change-879 (-3%)
Value$10.5M (-$1.1M)
Filed 2026-10-20
Insight Advisors, LLC/ PA
DECREASED
Shares29,734 from 30,265
Change-531 (-2%)
Value$10.4M (-$990.2K)
Filed 2026-10-22
Decker Wealth Management LLC
INCREASED
Shares29,705 from 28,517
Change+1,188 (+4%)
Value$10.4M (-$340.2K)
Filed 2026-10-09
Ninety One North America, Inc.
DECREASED
Shares29,686 from 37,538
Change-7,852 (-21%)
Value$10.4M (-$3.8M)
Filed 2026-10-15
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares29,381 from 37,533
Change-8,152 (-22%)
Value$10.3M (-$3.9M)
Filed 2026-10-16
Impact Capital Partners LLC
DECREASED
Shares29,048 from 32,741
Change-3,693 (-11%)
Value$10.2M (-$2.2M)
Filed 2026-10-22
3Chopt Investment Partners, LLC
INCREASED
Shares28,921 from 27,738
Change+1,183 (+4%)
Value$10.2M (-$321.3K)
Filed 2026-10-30
Cove Private Wealth, LLC
INCREASED
Shares28,813 from 27,831
Change+982 (+4%)
Value$10.1M (-$394.3K)
Filed 2026-10-28
Arjuna Capital
INCREASED
Shares28,785 from 28,778
Change+7 (+0%)
Value$10.1M (-$761.9K)
Filed 2026-11-03
Kurv Investment Management LLC
INCREASED
Shares28,396 from 25,515
Change+2,881 (+11%)
Value$10.0M (+$334.1K)
Filed 2026-10-28
Marathon Wealth Advisors LLC
DECREASED
Shares28,344 from 28,439
Change-95 (0%)
Value$10.0M (-$789.0K)
Filed 2026-11-04
Commons Capital, LLC
DECREASED
Shares28,227 from 29,645
Change-1,418 (-5%)
Value$9.9M (-$1.3M)
Filed 2026-11-05
ROI Financial Advisors, LLC
DECREASED
Shares28,107 from 30,470
Change-2,363 (-8%)
Value$9.9M (-$1.6M)
Filed 2026-10-19
Caldwell Trust Co
INCREASED
Shares28,106 from 27,683
Change+423 (+2%)
Value$9.9M (-$586.7K)
Filed 2026-10-30
KMG Fiduciary Partners, LLC
DECREASED
Shares28,070 from 29,699
Change-1,629 (-5%)
Value$9.9M (-$1.4M)
Filed 2026-10-14
Red Spruce Capital, LLC
DECREASED
Shares28,060 from 28,080
Change-20 (0%)
Value$9.9M (-$752.8K)
Filed 2026-10-07
Gryphon Financial Partners LLC
INCREASED
Shares28,035 from 27,935
Change+100 (+0%)
Value$9.8M (-$706.7K)
Filed 2026-11-04
Pictet North America Advisors SA
INCREASED
Shares27,987 from 22,418
Change+5,569 (+25%)
Value$9.8M (+$1.4M)
Filed 2026-10-21
Bison Wealth, LLC
INCREASED
Shares27,979 from 25,253
Change+2,726 (+11%)
Value$9.9M (+$482.6K)
Filed 2026-10-13
Kestra Investment Management, LLC
INCREASED
Shares27,974 from 25,117
Change+2,857 (+11%)
Value$9.8M (+$336.2K)
Filed 2026-11-04
PDS Planning, Inc
INCREASED
Shares27,940 from 27,930
Change+10 (+0%)
Value$9.8M (-$738.2K)
Filed 2026-11-03
Arista Wealth Management, LLC
INCREASED
Shares27,933 from 27,897
Change+36 (+0%)
Value$9.8M (-$728.3K)
Filed 2026-10-29
Guinness Atkinson Asset Management Inc
DECREASED
Shares27,845 from 28,243
Change-398 (-1%)
Value$9.8M (-$889.9K)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
INCREASED
Shares27,819 from 24,303
Change+3,516 (+14%)
Value$9.8M (+$589.4K)
Filed 2026-11-02
Hager Investment Management Services, LLC
DECREASED
Shares27,734 from 28,026
Change-292 (-1%)
Value$9.7M (-$846.7K)
Filed 2026-11-04
HCR Wealth Advisors
INCREASED
Shares27,676 from 27,285
Change+391 (+1%)
Value$9.7M (-$587.4K)
Filed 2026-10-15
N10 Wealth, LLC
INCREASED
Shares27,546 from 21,344
Change+6,202 (+29%)
Value$9.7M (+$1.6M)
Filed 2026-10-14
Harbor Investment Advisory, LLC
INCREASED
Shares27,405 from 26,459
Change+946 (+4%)
Value$9.6M (-$370.5K)
Filed 2026-10-13
Asset One Wealth Management LLC
INCREASED
Shares27,351 from 24,032
Change+3,319 (+14%)
Value$9.6M (+$130.4K)
Filed 2026-11-02
StrongBox Wealth, LLC
DECREASED
Shares27,331 from 27,822
Change-491 (-2%)
Value$9.6M (-$911.3K)
Filed 2026-11-02
Wright Investors Service Inc
DECREASED
Shares27,265 from 29,538
Change-2,273 (-8%)
Value$9.6M (-$1.6M)
Filed 2026-11-02
Columbus Macro, LLC
DECREASED
Shares27,197 from 29,835
Change-2,638 (-9%)
Value$9.6M (-$1.7M)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares27,082 from 21,232
Change+5,850 (+28%)
Value$9.5M (+$1.5M)
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares26,984 from 24,201
Change+2,783 (+12%)
Value$9.5M (+$334.5K)
Filed 2026-10-26
City Holding Co
INCREASED
Shares26,918 from 23,513
Change+3,405 (+14%)
Value$9.5M (+$571.1K)
Filed 2026-10-19
Geneva Partners, LLC
DECREASED
Shares26,759 from 27,525
Change-766 (-3%)
Value$9.4M (-$1.0M)
Filed 2026-10-26
CFS Investment Advisory Services, LLC
DECREASED
Shares26,734 from 27,325
Change-591 (-2%)
Value$10.0M (+$197.6K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares26,643 from 26,188
Change+455 (+2%)
Value$9.4M (-$535.6K)
Filed 2026-10-27
Simon Quick Advisors, LLC
INCREASED
Shares26,623 from 21,795
Change+4,828 (+22%)
Value$9.3M (+$1.1M)
Filed 2026-10-26
LVW Advisors, LLC
INCREASED
Shares26,406 from 23,287
Change+3,119 (+13%)
Value$9.3M (+$476.7K)
Filed 2026-10-19
Boit C F David
UNCHANGED
Shares26,350 from 26,350
Change0 (0%)
Value$9.3M (-$699.9K)
Filed 2026-10-29
Left Brain Wealth Management, LLC
INCREASED
Shares26,298 from 25,832
Change+466 (+2%)
Value$9.2M (-$522.4K)
Filed 2026-10-28
Portside Wealth Group, LLC
INCREASED
Shares26,248 from 22,822
Change+3,426 (+15%)
Value$9.2M (+$597.1K)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
DECREASED
Shares26,179 from 26,229
Change-50 (0%)
Value$9.2M (-$714.2K)
Filed 2026-11-05
Aljian Capital Management, LLC
DECREASED
Shares26,037 from 26,157
Change-120 (0%)
Value$9.1M (-$736.9K)
Filed 2026-10-28
Contravisory Investment Management, Inc.
INCREASED
Shares26,017 from 25,586
Change+431 (+2%)
Value$9.1M (-$528.2K)
Filed 2026-10-13
Bouvel Investment Partners, LLC
DECREASED
Shares25,971 from 26,430
Change-459 (-2%)
Value$9.1M (-$863.2K)
Filed 2026-10-13
Sanders Morris Harris LLC
NEW
Shares25,969
Change+25,969
Value$9.1M
Filed 2026-10-14
Triad Wealth Partners, LLC
INCREASED
Shares25,957 from 25,720
Change+237 (+1%)
Value$9.1M (-$972.6K)
Filed 2026-10-26
Ascent Wealth Partners, LLC
INCREASED
Shares25,922 from 25,210
Change+712 (+3%)
Value$9.1M (-$419.5K)
Filed 2026-10-23
BCM Advisors, LLC
DECREASED
Shares25,656 from 26,018
Change-362 (-1%)
Value$8.4M (-$1.6M)
Filed 2026-11-03
Hourglass Capital, LLC
INCREASED
Shares25,405 from 23,983
Change+1,422 (+6%)
Value$8.9M (-$137.6K)
Filed 2026-10-26
RPG Investment Advisory, LLC
DECREASED
Shares25,381 from 30,959
Change-5,578 (-18%)
Value$8.9M (-$2.8M)
Filed 2026-10-21
Human Investing LLC
INCREASED
Shares25,271 from 24,738
Change+533 (+2%)
Value$8.9M (-$470.0K)
Filed 2026-10-19
Novem Group
INCREASED
Shares25,210 from 23,978
Change+1,232 (+5%)
Value$8.9M (-$204.1K)
Filed 2026-10-19
Alpha Family Trust
UNCHANGED
Shares25,200 from 25,200
Change0 (0%)
Value$9.5M ($0)
Filed 2026-11-04
Riggs Asset Managment Co. Inc.
INCREASED
Shares25,187 from 24,649
Change+538 (+2%)
Value$8.8M (-$465.7K)
Filed 2026-11-05
CRA Financial Services, LLC
INCREASED
Shares25,172 from 25,016
Change+156 (+1%)
Value$8.8M (-$609.6K)
Filed 2026-10-16
Mirae Asset Securities (USA) Inc.
DECREASED
Shares25,165 from 25,239
Change-74 (0%)
Value$8.8M (-$696.3K)
Filed 2026-10-15
RWQ Financial Management Services, Inc.
DECREASED
Shares25,080 from 29,621
Change-4,541 (-15%)
Value$8.8M (-$2.4M)
Filed 2026-10-19
Jericho Financial, LLP
INCREASED
Shares25,075 from 24,766
Change+309 (+1%)
Value$8.8M (-$549.0K)
Filed 2026-10-13
True North Advisors, LLC
INCREASED
Shares25,074 from 24,728
Change+346 (+1%)
Value$8.8M (-$535.3K)
Filed 2026-10-22
Apollon Financial, LLC
DECREASED
Shares24,998 from 25,170
Change-172 (-1%)
Value$8.8M (-$728.8K)
Filed 2026-10-23
IPG Investment Advisors LLC
INCREASED
Shares24,882 from 20,290
Change+4,592 (+23%)
Value$8.7M (+$1.1M)
Filed 2026-10-30
Guerra PAN Advisors, LLC
DECREASED
Shares24,797 from 24,887
Change-90 (0%)
Value$8.3M (-$1.1M)
Filed 2026-10-26
BAR Harbor Wealth Management
INCREASED
Shares24,702 from 24,326
Change+376 (+2%)
Value$8.7M (-$514.1K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares24,675 from 17,429
Change+7,246 (+42%)
Value$8.7M (+$2.1M)
Filed 2026-10-22
MCF Advisors LLC
INCREASED
Shares24,662 from 24,335
Change+327 (+1%)
Value$8.7M (-$531.3K)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares24,654 from 24,874
Change-220 (-1%)
Value$8.7M (-$687.7K)
Filed 2026-11-02
Westhampton Capital, LLC
DECREASED
Shares24,646 from 27,225
Change-2,579 (-9%)
Value$8.7M (-$1.6M)
Filed 2026-10-30
N10 Assets, LLC
INCREASED
Shares24,645 from 20,882
Change+3,763 (+18%)
Value$8.7M (+$766.9K)
Filed 2026-10-14
Palacios Wealth Management, LLC
INCREASED
Shares24,621 from 23,901
Change+720 (+3%)
Value$8.6M (-$382.0K)
Filed 2026-11-04
Fischer Financial Services, Inc.
DECREASED
Shares24,580 from 24,786
Change-206 (-1%)
Value$8.6M (-$730.8K)
Filed 2026-10-30
Investment House LLC
INCREASED
Shares24,504 from 9,040
Change+15,464 (+171%)
Value$8.6M (+$5.2M)
Filed 2026-10-21
San Luis Wealth Advisors LLC
INCREASED
Shares24,474 from 21,640
Change+2,834 (+13%)
Value$8.6M (+$420.6K)
Filed 2026-10-27
Fragasso Financial Advisors Inc
DECREASED
Shares24,416 from 25,706
Change-1,290 (-5%)
Value$8.8M (-$883.1K)
Filed 2026-10-13
Blue Trust, Inc.
DECREASED
Shares24,363 from 31,825
Change-7,462 (-23%)
Value$8.6M (-$3.5M)
Filed 2026-10-15
Brown Miller Wealth Management, LLC
INCREASED
Shares24,306 from 23,790
Change+516 (+2%)
Value$8.5M (-$450.7K)
Filed 2026-11-02
RBA Wealth Management, LLC
INCREASED
Shares24,277 from 21,025
Change+3,252 (+15%)
Value$8.5M (+$583.7K)
Filed 2026-10-28
FCG Investment Co
INCREASED
Shares24,092 from 22,415
Change+1,677 (+7%)
Value$8.5M (-$6.4K)
Filed 2026-10-13
Great Lakes Retirement, Inc.
INCREASED
Shares24,052 from 23,174
Change+878 (+4%)
Value$8.4M (-$307.0K)
Filed 2026-10-26
Carret Asset Management, LLC
DECREASED
Shares23,851 from 24,021
Change-170 (-1%)
Value$8.4M (-$697.7K)
Filed 2026-11-04
Kelsey Financial, LLC
DECREASED
Shares23,789 from 23,803
Change-14 (0%)
Value$8.4M (-$637.1K)
Filed 2026-10-28
M. Kraus & Co
DECREASED
Shares23,734 from 23,799
Change-65 (0%)
Value$8.3M (-$654.9K)
Filed 2026-10-20
Independence Bank of Kentucky
INCREASED
Shares23,693 from 21,226
Change+2,467 (+12%)
Value$8.3M (+$302.6K)
Filed 2026-10-26
Chicago Trust Co NA
DECREASED
Shares23,662 from 26,167
Change-2,505 (-10%)
Value$8.3M (-$1.6M)
Filed 2026-10-28
Convergence Financial, LLC
DECREASED
Shares23,570 from 47,265
Change-23,695 (-50%)
Value$8.3M (-$9.6M)
Filed 2026-10-27
Rakuten Securities, Inc.
INCREASED
Shares23,535 from 12,935
Change+10,600 (+82%)
Value$8.3M (+$3.4M)
Filed 2026-11-02
Quartz Partners, LLC
INCREASED
Shares23,513 from 23,500
Change+13 (+0%)
Value$8.3M (-$619.8K)
Filed 2026-11-03
Hengehold Capital Management LLC
DECREASED
Shares23,510 from 23,717
Change-207 (-1%)
Value$8.3M (-$702.5K)
Filed 2026-10-16
PW Nova Financial Services LLC
DECREASED
Shares23,496 from 26,122
Change-2,626 (-10%)
Value$8.3M (-$1.6M)
Filed 2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED
Shares23,414 from 23,527
Change-113 (0%)
Value$8.2M (-$664.4K)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares23,340 from 24,187
Change-847 (-3%)
Value$8.2M (-$940.1K)
Filed 2026-10-13
Essex Bank
DECREASED
Shares23,317 from 23,566
Change-249 (-1%)
Value$8.2M (-$713.4K)
Filed 2026-10-16
Xcel Wealth Management, LLC
DECREASED
Shares23,313 from 23,529
Change-216 (-1%)
Value$8.2M (-$700.8K)
Filed 2026-10-26
River Street Advisors LLC
INCREASED
Shares23,157 from 22,270
Change+887 (+4%)
Value$8.1M (-$280.0K)
Filed 2026-10-22
Plimoth Trust Co LLC
INCREASED
Shares23,087 from 21,047
Change+2,040 (+10%)
Value$8.1M (+$157.4K)
Filed 2026-10-26
Franchise GP Ltd
DECREASED
Shares23,000 from 34,980
Change-11,980 (-34%)
Value$8.1M (-$5.1M)
Filed 2026-10-16
Beacon Financial Group
INCREASED
Shares22,995 from 21,699
Change+1,296 (+6%)
Value$8.1M (-$121.1K)
Filed 2026-10-19
Sun Group Wealth Partners
DECREASED
Shares22,923 from 22,974
Change-51 (0%)
Value$8.1M (-$628.3K)
Filed 2026-10-26
VCI Wealth Management LLC
INCREASED
Shares22,919 from 21,137
Change+1,782 (+8%)
Value$8.0M (+$64.4K)
Filed 2026-10-29
Oarsman Capital, Inc.
DECREASED
Shares22,913 from 25,549
Change-2,636 (-10%)
Value$8.0M (-$1.6M)
Filed 2026-11-05
United Capital Management of KS, Inc.
DECREASED
Shares22,884 from 23,434
Change-550 (-2%)
Value$8.0M (-$815.6K)
Filed 2026-11-04
Financial Advisory Partners, LLC
DECREASED
Shares22,835 from 23,629
Change-794 (-3%)
Value$8.0M (-$906.4K)
Filed 2026-10-23
Balboa Wealth Partners
DECREASED
Shares22,812 from 23,448
Change-636 (-3%)
Value$8.0M (-$846.1K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares22,659 from 22,337
Change+322 (+1%)
Value$8.0M (-$480.2K)
Filed 2026-10-22
DB&C Advisors, LLC
UNCHANGED
Shares22,533 from 22,533
Change0 (0%)
Value$7.9M (-$598.4K)
Filed 2026-10-26
Bell Bank
INCREASED
Shares22,457 from 21,939
Change+518 (+2%)
Value$7.9M (-$400.8K)
Filed 2026-10-21
Regatta Capital Group, LLC
INCREASED
Shares22,432 from 20,996
Change+1,436 (+7%)
Value$7.9M (-$53.4K)
Filed 2026-10-23
Third View Private Wealth, LLC
INCREASED
Shares22,413 from 20,987
Change+1,426 (+7%)
Value$7.9M (-$56.5K)
Filed 2026-10-30
Greenup Street Wealth Management LLC
DECREASED
Shares22,302 from 22,768
Change-466 (-2%)
Value$7.8M (-$768.3K)
Filed 2026-10-28
Trust Investment Advisors
INCREASED
Shares22,245 from 19,568
Change+2,677 (+14%)
Value$7.8M (+$420.5K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
INCREASED
Shares22,191 from 20,630
Change+1,561 (+8%)
Value$7.8M (-$10.5K)
Filed 2026-10-26
Darden Wealth Group Inc
INCREASED
Shares22,189 from 21,421
Change+768 (+4%)
Value$7.8M (-$299.2K)
Filed 2026-11-06
Pines Wealth Management, LLC
INCREASED
Shares22,129 from 22,065
Change+64 (+0%)
Value$7.8M (-$563.6K)
Filed 2026-10-21
Secure Asset Management, LLC
INCREASED
Shares22,020 from 20,362
Change+1,658 (+8%)
Value$7.7M (+$41.6K)
Filed 2026-10-19
Birinyi Associates Inc
INCREASED
Shares22,001 from 21,507
Change+494 (+2%)
Value$7.7M (-$398.0K)
Filed 2026-10-28
Nvwm, LLC
INCREASED
Shares21,883 from 21,743
Change+140 (+1%)
Value$7.7M (-$528.0K)
Filed 2026-10-14
M Holdings Securities, Inc.
INCREASED
Shares21,866 from 20,639
Change+1,227 (+6%)
Value$7.1K (-$588)
Filed 2026-11-03
Newman Dignan & Sheerar, Inc.
DECREASED
Shares21,822 from 21,864
Change-42 (0%)
Value$7.7M (-$595.6K)
Filed 2026-10-21
Myriad Asset Management Advisors LLC
INCREASED
Shares21,775 from 21,593
Change+182 (+1%)
Value$7.6M (-$510.0K)
Filed 2026-11-03
Charles Schwab Trust Co
DECREASED
Shares21,764 from 21,780
Change-16 (0%)
Value$7.6M (-$584.1K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares21,682 from 22,247
Change-565 (-3%)
Value$7.6M (-$789.3K)
Filed 2026-10-27
CGN Advisors LLC
DECREASED
Shares21,599 from 21,970
Change-371 (-2%)
Value$7.6M (-$714.0K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED
Shares21,598 from 20,432
Change+1,166 (+6%)
Value$7.6M (-$133.2K)
Filed 2026-10-16
Community Bank & Trust, Waco, Texas
DECREASED
Shares21,505 from 22,230
Change-725 (-3%)
Value$7.6M (-$845.0K)
Filed 2026-10-19
Tarbox Family Office, Inc.
UNCHANGED
Shares21,494 from 21,494
Change0 (0%)
Value$7.5M (-$570.9K)
Filed 2026-10-23
Providence Wealth Advisors, LLC
DECREASED
Shares21,453 from 21,639
Change-186 (-1%)
Value$7.6M (-$295.7K)
Filed 2026-10-29
Cabot Wealth Management Inc
DECREASED
Shares21,375 from 23,244
Change-1,869 (-8%)
Value$7.5M (-$1.3M)
Filed 2026-11-05
Precedent Wealth Partners, LLC
DECREASED
Shares21,288 from 21,776
Change-488 (-2%)
Value$7.5M (-$749.5K)
Filed 2026-10-21
Sky Investment Group LLC
INCREASED
Shares21,287 from 18,871
Change+2,416 (+13%)
Value$7.5M (+$347.3K)
Filed 2026-10-30
Burns J W & Co Inc
INCREASED
Shares21,047 from 19,593
Change+1,454 (+7%)
Value$7.4M (-$9.7K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares21,015 from 21,640
Change-625 (-3%)
Value$7.4M (-$794.5K)
Filed 2026-11-04
Wilson Asset Management (International) PTY LTD
NEW
Shares21,000
Change+21,000
Value$7.4M
Filed 2026-10-26
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$7.4M (-$557.8K)
Filed 2026-10-30
Scissortail Wealth Management, LLC
INCREASED
Shares20,994 from 19,909
Change+1,085 (+5%)
Value$7.4M (-$148.1K)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares20,938 from 18,492
Change+2,446 (+13%)
Value$7.4M (+$368.0K)
Filed 2026-10-20
TTP Investments, Inc.
INCREASED
Shares20,837 from 20,586
Change+251 (+1%)
Value$7.3M (-$458.8K)
Filed 2026-10-30
Stenger Family Office, LLC
INCREASED
Shares20,625 from 18,276
Change+2,349 (+13%)
Value$7.4M (+$465.8K)
Filed 2026-10-22
Legacy Bridge, LLC
INCREASED
Shares20,562 from 20,418
Change+144 (+1%)
Value$7.2M (-$491.7K)
Filed 2026-10-28
Intrua Financial, LLC
DECREASED
Shares20,541 from 20,748
Change-207 (-1%)
Value$7.2M (-$623.6K)
Filed 2026-10-28
YHB Investment Advisors, Inc.
INCREASED
Shares20,538 from 19,251
Change+1,287 (+7%)
Value$7.2M (-$59.3K)
Filed 2026-10-08
Connecticut Wealth Management, LLC
DECREASED
Shares20,391 from 20,734
Change-343 (-2%)
Value$7.2M (-$671.2K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares20,356 from 24,004
Change-3,648 (-15%)
Value$7.1M (-$1.9M)
Filed 2026-10-07
Brandywine OAK Private Wealth LLC
DECREASED
Shares20,334 from 20,712
Change-378 (-2%)
Value$7.1M (-$682.9K)
Filed 2026-10-23
Old Port Advisors
DECREASED
Shares20,277 from 20,294
Change-17 (0%)
Value$7.1M (-$544.9K)
Filed 2026-10-23
Focus Financial Network, Inc.
DECREASED
Shares20,233 from 20,920
Change-687 (-3%)
Value$7.1M (-$796.7K)
Filed 2026-10-14
Madden Securities Corp
INCREASED
Shares20,188 from 19,204
Change+984 (+5%)
Value$7.1M (-$164.5K)
Filed 2026-10-27
Robbins Farley
INCREASED
Shares20,165 from 20,133
Change+32 (+0%)
Value$7.1M (-$523.5K)
Filed 2026-10-21
Lynch Asset Management, Inc.
INCREASED
Shares20,100 from 19,700
Change+400 (+2%)
Value$7.1M (-$382.8K)
Filed 2026-10-28
CWC Advisors, Llc.
DECREASED
Shares20,086 from 20,354
Change-268 (-1%)
Value$7.1M (-$634.7K)
Filed 2026-10-15
StoryOne LLC
INCREASED
Shares20,056 from 6,466
Change+13,590 (+210%)
Value$7.0M (+$4.6M)
Filed 2026-10-13
AMG National Trust Bank
DECREASED
Shares20,005 from 20,363
Change-358 (-2%)
Value$7.0M (-$666.6K)
Filed 2026-11-05
Magnus Financial Group LLC
INCREASED
Shares19,815 from 19,665
Change+150 (+1%)
Value$7.0M (-$469.4K)
Filed 2026-10-21
Key FInancial Inc
INCREASED
Shares19,796 from 19,437
Change+359 (+2%)
Value$7.0M (-$390.2K)
Filed 2026-11-02
Anchyra Partners LLC
INCREASED
Shares19,775 from 18,364
Change+1,411 (+8%)
Value$6.9M (+$7.8K)
Filed 2026-10-13
Orca Investment Management, LLC
DECREASED
Shares19,769 from 20,132
Change-363 (-2%)
Value$6.9M (-$662.2K)
Filed 2026-10-29
Emprise Bank
DECREASED
Shares19,711 from 20,191
Change-480 (-2%)
Value$6.9M (-$704.8K)
Filed 2026-10-07
Mechanics Bank Trust Department
INCREASED
Shares19,704 from 19,493
Change+211 (+1%)
Value$6.9M (-$443.6K)
Filed 2026-10-13
Graphene Investments SAS
INCREASED
Shares19,700 from 16,300
Change+3,400 (+21%)
Value$6.9M (+$761.1K)
Filed 2026-10-22
HBW Advisory Services LLC
DECREASED
Shares19,684 from 21,012
Change-1,328 (-6%)
Value$6.9M (-$1.0M)
Filed 2026-10-15
Hudson Capital Management LLC
DECREASED
Shares19,562 from 19,657
Change-95 (0%)
Value$6.9M (-$555.6K)
Filed 2026-10-20
Legacy CG, LLC
DECREASED
Shares19,554 from 20,750
Change-1,196 (-6%)
Value$6.9M (-$971.1K)
Filed 2026-10-30
Alpha Omega Wealth Management LLC
DECREASED
Shares19,550 from 19,740
Change-190 (-1%)
Value$6.9M (-$591.0K)
Filed 2026-10-23
Raub Brock Capital Management LP
DECREASED
Shares19,537 from 32,148
Change-12,611 (-39%)
Value$6.9M (-$5.3M)
Filed 2026-10-21
Certuity, LLC
INCREASED
Shares19,420 from 18,879
Change+541 (+3%)
Value$6.8M (-$285.9K)
Filed 2026-11-02
DeDora Capital, Inc.
DECREASED
Shares19,385 from 20,732
Change-1,347 (-6%)
Value$6.8M (-$1.0M)
Filed 2026-10-26
Pinkerton Wealth, LLC
INCREASED
Shares19,366 from 18,988
Change+378 (+2%)
Value$6.8M (+$924.1K)
Filed 2026-10-29
Victory Financial Group, LLC
INCREASED
Shares19,273 from 18,044
Change+1,229 (+7%)
Value$6.8M (-$47.9K)
Filed 2026-10-27
Tobam
INCREASED
Shares19,241 from 18,943
Change+298 (+2%)
Value$6.8M (-$399.0K)
Filed 2026-11-03
Ring Mountain Capital, LLC
INCREASED
Shares19,155 from 19,113
Change+42 (+0%)
Value$6.7M (-$492.6K)
Filed 2026-10-13
Golden State Wealth Management, LLC
INCREASED
Shares19,029 from 18,802
Change+227 (+1%)
Value$6.7M (-$419.6K)
Filed 2026-11-02
Kingsman Wealth Management, Inc.
INCREASED
Shares18,984 from 18,587
Change+397 (+2%)
Value$6.7M (-$354.1K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
DECREASED
Shares18,933 from 24,174
Change-5,241 (-22%)
Value$6.6M (-$2.5M)
Filed 2026-10-06
Sunpointe, LLC
DECREASED
Shares18,921 from 20,472
Change-1,551 (-8%)
Value$6.6M (-$1.1M)
Filed 2026-10-22
BXM Wealth LLC
INCREASED
Shares18,908 from 18,708
Change+200 (+1%)
Value$6.6M (-$426.6K)
Filed 2026-11-03
Great Diamond Partners, LLC
DECREASED
Shares18,899 from 18,945
Change-46 (0%)
Value$6.6M (-$519.3K)
Filed 2026-10-13
Mengis Capital Management, Inc.
INCREASED
Shares18,837 from 14,079
Change+4,758 (+34%)
Value$6.6M (+$1.3M)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares18,819 from 17,996
Change+823 (+5%)
Value$6.6M (-$189.4K)
Filed 2026-10-14
Insight Wealth Strategies, LLC
INCREASED
Shares18,789 from 18,394
Change+395 (+2%)
Value$6.6M (-$195.1K)
Filed 2026-10-09
Northbridge Financial Group, LLC
INCREASED
Shares18,787 from 18,140
Change+647 (+4%)
Value$7.1M (+$207.8K)
Filed 2026-11-05
Clark Asset Management, LLC
INCREASED
Shares18,680 from 4,990
Change+13,690 (+274%)
Value$6.6M (+$4.7M)
Filed 2026-10-19
Ignite Planners, LLC
INCREASED
Shares18,637 from 16,864
Change+1,773 (+11%)
Value$6.6M (+$186.9K)
Filed 2026-10-14
Shoker Investment Counsel, Inc.
DECREASED
Shares18,603 from 19,359
Change-756 (-4%)
Value$6.5M (-$779.5K)
Filed 2026-11-04
True Freedom Investing, LLC
INCREASED
Shares18,580 from 17,865
Change+715 (+4%)
Value$6.5M (+$995.5K)
Filed 2026-10-29
Consolidated Capital Management, LLC
INCREASED
Shares18,510 from 18,485
Change+25 (+0%)
Value$6.5M (-$482.2K)
Filed 2026-10-13
Fire Capital Management LLC
INCREASED
Shares18,493 from 8,387
Change+10,106 (+121%)
Value$6.5M (+$3.3M)
Filed 2026-10-27
RD Finance Ltd
INCREASED
Shares18,470 from 15,770
Change+2,700 (+17%)
Value$6.5M (+$529.0K)
Filed 2026-10-26
Compass Financial Management LLC
DECREASED
Shares18,415 from 18,727
Change-312 (-2%)
Value$6.5M (-$1.1M)
Filed 2026-10-30
Karras Company, Inc.
DECREASED
Shares18,409 from 18,851
Change-442 (-2%)
Value$6.5M (-$656.0K)
Filed 2026-10-16
Strengthening Families & Communities, LLC
INCREASED
Shares18,407 from 17,527
Change+880 (+5%)
Value$6.5M (-$156.5K)
Filed 2026-10-21
Kathmere Capital Management, LLC
INCREASED
Shares18,393 from 18,143
Change+250 (+1%)
Value$6.5M (-$394.0K)
Filed 2026-10-20
Formidable Asset Management, LLC
DECREASED
Shares18,380 from 18,760
Change-380 (-2%)
Value$6.9M (+$1.1M)
Filed 2026-11-03
Prudent Man Advisors, LLC
DECREASED
Shares18,352 from 18,843
Change-491 (-3%)
Value$6.4M (-$672.9K)
Filed 2026-11-03
Baker Chad R
INCREASED
Shares18,340 from 12,570
Change+5,770 (+46%)
Value$6.4M (+$1.7M)
Filed 2026-10-22
AA Financial Advisors, LLC
INCREASED
Shares18,334 from 17,415
Change+919 (+5%)
Value$6.4M (-$139.8K)
Filed 2026-10-19
Abound Wealth Management
DECREASED
Shares18,322 from 20,872
Change-2,550 (-12%)
Value$6.4M (-$1.4M)
Filed 2026-10-26
Ethos Capital Management, Inc.
INCREASED
Shares18,300 from 16,763
Change+1,537 (+9%)
Value$6.4M (+$94.6K)
Filed 2026-11-03
State of Wyoming
INCREASED
Shares18,284 from 10,253
Change+8,031 (+78%)
Value$6.4M (+$2.5M)
Filed 2026-10-28
Csenge Advisory Group
INCREASED
Shares18,283 from 17,953
Change+330 (+2%)
Value$6.4M (-$360.7K)
Filed 2026-11-04
Colton Groome Financial Advisors, LLC
INCREASED
Shares18,240 from 15,458
Change+2,782 (+18%)
Value$6.4M (+$566.4K)
Filed 2026-10-06
Maia Wealth LLC
INCREASED
Shares18,205 from 15,104
Change+3,101 (+21%)
Value$6.4M (+$687.8K)
Filed 2026-10-19
ICW Investment Advisors LLC
DECREASED
Shares18,186 from 18,539
Change-353 (-2%)
Value$6.4M (-$616.2K)
Filed 2026-10-27
Clear Harbor Asset Management, LLC
INCREASED
Shares18,157 from 8,741
Change+9,416 (+108%)
Value$6.4M (+$3.1M)
Filed 2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW
Shares18,129
Change+18,129
Value$6.2M
Filed 2026-10-15
Wealth Intelligence, LLC
INCREASED
Shares18,090 from 18,009
Change+81 (+0%)
Value$6.4M (-$449.9K)
Filed 2026-10-16
Wealth Alliance Advisory Group, LLC
INCREASED
Shares18,050 from 16,355
Change+1,695 (+10%)
Value$6.3M (+$161.0K)
Filed 2026-10-14
Maytree Asset Management Ltd
INCREASED
Shares18,046 from 2,368
Change+15,678 (+662%)
Value$6.3M (+$5.4M)
Filed 2026-10-29
Cornerstone Planning, LLC
INCREASED
Shares18,035 from 17,964
Change+71 (+0%)
Value$6.7M (-$95.6K)
Filed 2026-10-27
First International Bank of Israel Ltd.
DECREASED
Shares18,028 from 18,051
Change-23 (0%)
Value$6.3M (-$487.5K)
Filed 2026-11-04
Childress Capital Advisors, LLC
INCREASED
Shares18,015 from 17,497
Change+518 (+3%)
Value$6.3M (-$283.0K)
Filed 2026-10-28
Finivi Inc.
INCREASED
Shares17,998 from 17,845
Change+153 (+1%)
Value$6.3M (-$420.3K)
Filed 2026-10-13
Oakworth Capital, Inc.
INCREASED
Shares17,991 from 17,861
Change+130 (+1%)
Value$6.3M (-$374.3K)
Filed 2026-10-26
Sitrin Capital Management LLC
DECREASED
Shares17,989 from 18,232
Change-243 (-1%)
Value$6.3M (-$569.6K)
Filed 2026-10-19
Sigma Investment Counselors Inc
INCREASED
Shares17,980 from 16,653
Change+1,327 (+8%)
Value$6.3M (+$23.8K)
Filed 2026-10-27
MTM Investment Management, LLC
DECREASED
Shares17,980 from 18,201
Change-221 (-1%)
Value$6.3M (-$560.8K)
Filed 2026-10-30
Peoples Financial Services Corp.
DECREASED
Shares17,970 from 18,394
Change-424 (-2%)
Value$6.3M (-$637.5K)
Filed 2026-10-20
Iowa State Bank
INCREASED
Shares17,884 from 17,733
Change+151 (+1%)
Value$6.3M (-$418.0K)
Filed 2026-10-06
Provenance Wealth Advisors, LLC
INCREASED
Shares17,841 from 2,310
Change+15,531 (+672%)
Value$6.3M (+$5.4M)
Filed 2026-10-30
Brady Martz Wealth Solutions, LLC
DECREASED
Shares17,756 from 20,522
Change-2,766 (-13%)
Value$6.2M (-$1.5M)
Filed 2026-11-05
Somerset Trust Co
DECREASED
Shares17,720 from 18,031
Change-311 (-2%)
Value$6.2M (-$588.1K)
Filed 2026-10-13
PUREfi Wealth, LLC
INCREASED
Shares17,718 from 12,433
Change+5,285 (+43%)
Value$6.2M (+$1.5M)
Filed 2026-10-19
Howard Financial Services, Ltd.
INCREASED
Shares17,708 from 16,772
Change+936 (+6%)
Value$6.2M (-$116.9K)
Filed 2026-10-15
Burr Financial Services, LLC
DECREASED
Shares17,666 from 42,185
Change-24,519 (-58%)
Value$6.2M (-$9.7M)
Filed 2026-10-08
Paragon Private Wealth Management, LLC
DECREASED
Shares17,655 from 20,711
Change-3,056 (-15%)
Value$6.2M (-$1.6M)
Filed 2026-10-20
Moss Adams Wealth Advisors LLC
DECREASED
Shares17,650 from 20,406
Change-2,756 (-14%)
Value$6.2M (-$1.5M)
Filed 2026-10-28
Aurora Investment Managers, Llc.
DECREASED
Shares17,650 from 17,749
Change-99 (-1%)
Value$6.2M (-$507.0K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED
Shares17,586 from 16,967
Change+619 (+4%)
Value$6.2M (-$233.3K)
Filed 2026-10-23
Trek Financial, LLC
INCREASED
Shares17,560 from 13,220
Change+4,340 (+33%)
Value$6.2M (+$1.2M)
Filed 2026-10-29
Fiduciary Alliance LLC
DECREASED
Shares17,547 from 20,515
Change-2,968 (-14%)
Value$6.2M (-$1.6M)
Filed 2026-10-13
Clearwave Capital, LLC
INCREASED
Shares17,486 from 16,710
Change+776 (+5%)
Value$6.1M (-$171.1K)
Filed 2026-10-27
Weatherly Asset Management L. P.
INCREASED
Shares17,415 from 16,535
Change+880 (+5%)
Value$6.1M (-$130.1K)
Filed 2026-10-20
Violich Capital Management, Inc.
INCREASED
Shares17,390 from 17,280
Change+110 (+1%)
Value$6.1M (-$420.3K)
Filed 2026-10-05
Fiduciary Family Office, LLC
INCREASED
Shares17,350 from 15,822
Change+1,528 (+10%)
Value$6.1M (+$116.0K)
Filed 2026-11-04
Fairvoy Private Wealth, LLC
DECREASED
Shares17,344 from 17,484
Change-140 (-1%)
Value$6.1M (-$513.6K)
Filed 2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED
Shares17,296 from 6,394
Change+10,902 (+171%)
Value$6.1M (+$3.7M)
Filed 2026-11-02
Elevatus Welath Management
INCREASED
Shares17,210 from 12,888
Change+4,322 (+34%)
Value$6.0M (+$1.2M)
Filed 2026-10-19
Jacobi Capital Management LLC
INCREASED
Shares17,168 from 16,088
Change+1,080 (+7%)
Value$6.0M (-$47.8K)
Filed 2026-11-05
Strong Tower Advisory Services
DECREASED
Shares17,074 from 17,335
Change-261 (-2%)
Value$6.0M (-$552.1K)
Filed 2026-10-13
Interchange Capital Partners, LLC
INCREASED
Shares17,066 from 15,861
Change+1,205 (+8%)
Value$6.0M (+$11.2K)
Filed 2026-10-28
Joseph Group Capital Management
INCREASED
Shares17,024 from 13,342
Change+3,682 (+28%)
Value$6.0M (+$938.7K)
Filed 2026-11-04
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares16,986 from 17,114
Change-128 (-1%)
Value$6.0M (-$499.5K)
Filed 2026-10-14
Family Capital Trust Co
DECREASED
Shares16,974 from 17,000
Change-26 (0%)
Value$6.0M (-$460.7K)
Filed 2026-10-22
Wealth Architects, LLC
DECREASED
Shares16,947 from 17,172
Change-225 (-1%)
Value$6.0M (-$535.1K)
Filed 2026-11-03
Wormser Freres Gestion
INCREASED
Shares16,915 from 16,306
Change+609 (+4%)
Value$6.0M (-$66.8K)
Filed 2026-10-21
TMB Capital Partners, LLC
DECREASED
Shares16,915 from 17,364
Change-449 (-3%)
Value$5.9M (-$618.9K)
Filed 2026-10-20
NBT Bank, N.A.
INCREASED
Shares16,877 from 16,004
Change+873 (+5%)
Value$5.9M (-$118.5K)
Filed 2026-10-21
Curated Wealth Partners LLC
INCREASED
Shares16,859 from 9,256
Change+7,603 (+82%)
Value$5.9M (+$2.4M)
Filed 2026-10-15
BKM Wealth Management, LLC
DECREASED
Shares16,767 from 19,317
Change-2,550 (-13%)
Value$5.9M (-$1.4M)
Filed 2026-10-22
Diversified Enterprises, LLC
INCREASED
Shares16,733 from 14,325
Change+2,408 (+17%)
Value$5.9M (+$465.2K)
Filed 2026-10-19
Mcdonald Partners LLC
INCREASED
Shares16,660 from 16,339
Change+321 (+2%)
Value$5.9M (-$321.2K)
Filed 2026-11-03
Oliver Luxxe Assets LLC
DECREASED
Shares16,555 from 16,829
Change-274 (-2%)
Value$5.8M (-$543.2K)
Filed 2026-10-14
Regent Peak Wealth Advisors LLC
INCREASED
Shares16,548 from 16,174
Change+374 (+2%)
Value$5.8M (-$298.0K)
Filed 2026-10-13
Advisor OS, LLC
DECREASED
Shares16,525 from 21,361
Change-4,836 (-23%)
Value$5.8M (-$2.3M)
Filed 2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares16,513 from 17,228
Change-715 (-4%)
Value$5.8M (-$708.7K)
Filed 2026-10-15
Montecito Bank & Trust
DECREASED
Shares16,436 from 16,520
Change-84 (-1%)
Value$5.8M (-$468.3K)
Filed 2026-10-01
Snider Financial Group
INCREASED
Shares16,414 from 15,103
Change+1,311 (+9%)
Value$5.8M (+$59.4K)
Filed 2026-10-16
J.Safra Asset Management Corp
DECREASED
Shares16,380 from 17,624
Change-1,244 (-7%)
Value$5.8M (-$905.0K)
Filed 2026-11-03
Legacy Wealth Asset Management, LLC
DECREASED
Shares16,372 from 16,625
Change-253 (-2%)
Value$5.7M (-$530.4K)
Filed 2026-10-09
Joel Isaacson & Co., LLC
INCREASED
Shares16,362 from 15,202
Change+1,160 (+8%)
Value$5.7M (+$3.5K)
Filed 2026-11-05
Eagle Bluffs Wealth Management LLC
INCREASED
Shares16,361 from 16,244
Change+117 (+1%)
Value$5.7M (-$390.4K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares16,311 from 15,288
Change+1,023 (+7%)
Value$5.7M (-$46.7K)
Filed 2026-10-22
Canoe Financial LP
NEW
Shares16,300
Change+16,300
Value$5.6M
Filed 2026-10-21
Davidson Capital Management Inc.
INCREASED
Shares16,281 from 15,883
Change+398 (+3%)
Value$5.7M (-$282.1K)
Filed 2026-10-15
Central Bank & Trust Co
INCREASED
Shares16,261 from 14,575
Change+1,686 (+12%)
Value$5.7M (+$205.0K)
Filed 2026-10-09
Fjell Capital, LLC
INCREASED
Shares16,251 from 15,465
Change+786 (+5%)
Value$5.7M (-$134.5K)
Filed 2026-10-13
Mendel Money Management
INCREASED
Shares16,249 from 15,244
Change+1,005 (+7%)
Value$5.7M (-$51.9K)
Filed 2026-11-02
KRS Capital Management, LLC
INCREASED
Shares16,230 from 16,223
Change+7 (+0%)
Value$5.7M (-$428.4K)
Filed 2026-10-16
Canton Hathaway, LLC
INCREASED
Shares16,210 from 15,210
Change+1,000 (+7%)
Value$5.7M (-$52.8K)
Filed 2026-10-23
Valley Brook Capital Group, Inc.
INCREASED
Shares16,168 from 16,103
Change+65 (+0%)
Value$5.7M (-$404.8K)
Filed 2026-10-26
Grant Private Wealth Management Inc
DECREASED
Shares16,153 from 32,029
Change-15,876 (-50%)
Value$5.7M (-$6.4M)
Filed 2026-10-19
Almanack Investment Partners, Llc.
INCREASED
Shares16,141 from 15,774
Change+367 (+2%)
Value$5.7M (-$290.1K)
Filed 2026-11-03
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares16,111 from 68,461
Change-52,350 (-76%)
Value$5.7M (-$20.2M)
Filed 2026-10-20
Courier Capital LLC
INCREASED
Shares16,100 from 11,824
Change+4,276 (+36%)
Value$5.7M (+$1.2M)
Filed 2026-10-19
Realta Investment Advisors
INCREASED
Shares16,037 from 15,875
Change+162 (+1%)
Value$5.6M (-$364.5K)
Filed 2026-10-14
Noesis Capital Mangement Corp
INCREASED
Shares15,964 from 15,759
Change+205 (+1%)
Value$5.6M (-$346.6K)
Filed 2026-10-26
Archer Investment Corp
INCREASED
Shares15,950 from 15,844
Change+106 (+1%)
Value$5.6M (-$383.7K)
Filed 2026-11-05
Orca Wealth Management, LLC
INCREASED
Shares15,943 from 15,925
Change+18 (+0%)
Value$5.6M (-$416.6K)
Filed 2026-10-14
Patten & Patten Inc
DECREASED
Shares15,922 from 16,115
Change-193 (-1%)
Value$5.6M (-$495.8K)
Filed 2026-10-26
StoneRidge PMG Advisors, LLC
NEW
Shares15,906
Change+15,906
Value$5.6M
Filed 2026-11-04
Robocap Asset Management Ltd
DECREASED
Shares15,898 from 16,019
Change-121 (-1%)
Value$5.6M (-$468.0K)
Filed 2026-11-02
Spinnaker Investment Group, LLC
INCREASED
Shares15,884 from 15,585
Change+299 (+2%)
Value$5.6M (-$308.9K)
Filed 2026-10-13
Tennessee Valley Asset Management Partners
INCREASED
Shares15,854 from 15,554
Change+300 (+2%)
Value$5.6M (-$308.0K)
Filed 2026-11-03
Ameliora Wealth Management Ltd.
DECREASED
Shares15,852 from 16,533
Change-681 (-4%)
Value$5.6M (-$678.3K)
Filed 2026-10-23
Jcic Asset Management Inc.
INCREASED
Shares15,845 from 95
Change+15,750 (+16579%)
Value$5.6M (+$5.5M)
Filed 2026-10-30
AdvisorNet Financial, Inc
INCREASED
Shares15,812 from 14,498
Change+1,314 (+9%)
Value$5.5M (-$1.5K)
Filed 2026-10-15
Sawyer & Company, Inc
INCREASED
Shares15,801 from 8,361
Change+7,440 (+89%)
Value$5.5M (+$2.4M)
Filed 2026-10-21
Triangle Securities Wealth Management
DECREASED
Shares15,794 from 15,889
Change-95 (-1%)
Value$5.5M (-$455.4K)
Filed 2026-10-14
Elm3 Financial Group, LLC
DECREASED
Shares15,673 from 16,418
Change-745 (-5%)
Value$5.5M (-$697.8K)
Filed 2026-10-07
Delta Financial Advisors LLC
INCREASED
Shares15,670 from 15,558
Change+112 (+1%)
Value$5.5M (-$374.0K)
Filed 2026-10-27
Ayrshire Capital Management LLC
DECREASED
Shares15,618 from 17,542
Change-1,924 (-11%)
Value$5.5M (-$1.1M)
Filed 2026-10-20
Brown Shipley& Co Ltd
INCREASED
Shares15,611 from 11,068
Change+4,543 (+41%)
Value$5.5M (+$1.3M)
Filed 2026-10-09
Grove Bank & Trust
INCREASED
Shares15,562 from 15,320
Change+242 (+2%)
Value$5.5M (-$321.9K)
Filed 2026-10-08
Stillwater Wealth Management Group
DECREASED
Shares15,512 from 15,912
Change-400 (-3%)
Value$5.4M (-$563.4K)
Filed 2026-10-21
Northern Financial Advisors Inc
UNCHANGED
Shares15,468 from 15,468
Change0 (0%)
Value$5.4M (-$410.8K)
Filed 2026-10-29
Integrity Investment Advisors, LLC
INCREASED
Shares15,453 from 13,170
Change+2,283 (+17%)
Value$5.4M (+$451.9K)
Filed 2026-11-03
Thrive Capital Management, LLC
INCREASED
Shares15,451 from 12,451
Change+3,000 (+24%)
Value$5.4M (+$722.8K)
Filed 2026-10-28
Wiregrass Investment Management LLC
DECREASED
Shares15,412 from 15,872
Change-460 (-3%)
Value$5.4M (-$583.0K)
Filed 2026-11-05
Parisi Gray Wealth Management
INCREASED
Shares15,388 from 15,038
Change+350 (+2%)
Value$5.4M (-$276.8K)
Filed 2026-10-16
Cane Capital Partners, LLC
INCREASED
Shares15,346 from 14,949
Change+397 (+3%)
Value$5.4M (-$257.6K)
Filed 2026-10-23
Physicians Financial Services, Inc.
DECREASED
Shares15,332 from 15,435
Change-103 (-1%)
Value$5.4M (-$447.0K)
Filed 2026-11-04
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares15,330 from 15,124
Change+206 (+1%)
Value$5.4M (-$329.4K)
Filed 2026-10-21
Sage Capital Advisors,llc
INCREASED
Shares15,303 from 15,099
Change+204 (+1%)
Value$5.4M (-$329.6K)
Filed 2026-10-13
Eagle Harbor Asset Management Inc
INCREASED
Shares15,296 from 15,116
Change+180 (+1%)
Value$5.4M (-$338.3K)
Filed 2026-10-21
SevenBridge Financial Group, LLC
DECREASED
Shares15,224 from 15,529
Change-305 (-2%)
Value$5.1M (-$1.6M)
Filed 2026-10-26
Colonial River Investments, LLC
INCREASED
Shares15,218 from 15,141
Change+77 (+1%)
Value$5.3M (-$375.0K)
Filed 2026-10-19
Leisure Capital Management
DECREASED
Shares15,205 from 16,745
Change-1,540 (-9%)
Value$5.3M (-$985.6K)
Filed 2026-11-03
Valley National Advisers Inc
DECREASED
Shares15,175 from 16,014
Change-839 (-5%)
Value$5.3M (-$719.9K)
Filed 2026-10-23
Dudley Capital Management, LLC
DECREASED
Shares15,169 from 15,487
Change-318 (-2%)
Value$5.3M (-$523.0K)
Filed 2026-10-23
Lighthouse Financial Services Inc
INCREASED
Shares15,087 from 14,999
Change+88 (+1%)
Value$5.3M (-$241.5K)
Filed 2026-11-02
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$5.3M (-$398.4K)
Filed 2026-10-29
FSM Wealth Advisors, LLC
INCREASED
Shares14,988 from 14,749
Change+239 (+2%)
Value$5.4M (-$173.6K)
Filed 2026-10-27
Goodman Advisory Group, LLC
DECREASED
Shares14,946 from 21,732
Change-6,786 (-31%)
Value$5.2M (-$3.0M)
Filed 2026-11-02
Beverly Hills Private Wealth, LLC
INCREASED
Shares14,933 from 13,524
Change+1,409 (+10%)
Value$5.2M (+$135.7K)
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED
Shares14,933 from 15,086
Change-153 (-1%)
Value$5.2M (-$454.3K)
Filed 2026-10-20
Founders Financial Securities LLC
DECREASED
Shares14,912 from 15,004
Change-92 (-1%)
Value$5.2M (-$430.7K)
Filed 2026-10-28
Heritage Wealth Management, Inc.
DECREASED
Shares14,901 from 14,934
Change-33 (0%)
Value$5.2M (-$408.2K)
Filed 2026-10-27
MBL Wealth, LLC
DECREASED
Shares14,874 from 14,913
Change-39 (0%)
Value$5.2M (-$409.8K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares14,838 from 14,212
Change+626 (+4%)
Value$5.2M (-$158.0K)
Filed 2026-10-14
Klingman & Associates, LLC
INCREASED
Shares14,768 from 14,435
Change+333 (+2%)
Value$5.2M (-$266.4K)
Filed 2026-10-20
Leelyn Smith, LLC
DECREASED
Shares14,724 from 14,727
Change-3 (0%)
Value$5.2M (-$392.2K)
Filed 2026-11-03
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares14,654 from 14,654
Change0 (0%)
Value$5.1M (-$389.2K)
Filed 2026-10-13
Foresight Capital Management Advisors, Inc.
INCREASED
Shares14,647 from 14,604
Change+43 (+0%)
Value$5.1M (-$372.7K)
Filed 2026-10-27
Hanson & Doremus Investment Management
DECREASED
Shares14,617 from 15,369
Change-752 (-5%)
Value$5.1M (-$672.0K)
Filed 2026-10-16
Freedom Day Solutions, LLC
INCREASED
Shares14,596 from 14,147
Change+449 (+3%)
Value$5.1M (-$218.2K)
Filed 2026-10-20
McAdam, LLC
INCREASED
Shares14,592 from 14,393
Change+199 (+1%)
Value$5.1M (-$312.3K)
Filed 2026-10-21
Plancorp, LLC
INCREASED
Shares14,575 from 12,747
Change+1,828 (+14%)
Value$4.8M (-$142.8K)
Filed 2026-11-03
Lincoln Capital Corp
DECREASED
Shares14,564 from 14,656
Change-92 (-1%)
Value$5.1M (-$421.8K)
Filed 2026-10-13
Clear Wave Wealth Management LLC
INCREASED
Shares14,562 from 12,193
Change+2,369 (+19%)
Value$5.1M (+$508.2K)
Filed 2026-11-04
Premier Fund Managers Ltd
DECREASED
Shares14,549 from 25,418
Change-10,869 (-43%)
Value$5.2K (-$4.3K)
Filed 2026-11-02
Lewis Asset Management, LLC
INCREASED
Shares14,534 from 14,242
Change+292 (+2%)
Value$5.1M (-$275.5K)
Filed 2026-10-14
Eley Financial Management, Inc
DECREASED
Shares14,496 from 14,530
Change-34 (0%)
Value$5.1M (-$397.9K)
Filed 2026-11-03
Plan Group Financial, LLC
INCREASED
Shares14,394 from 12,785
Change+1,609 (+13%)
Value$4.8M (-$16.5K)
Filed 2026-10-22
CrossGen Wealth, LLC
DECREASED
Shares14,387 from 14,442
Change-55 (0%)
Value$5.1M (-$402.7K)
Filed 2026-10-30
Leeward Financial Partners, LLC
DECREASED
Shares14,367 from 14,404
Change-37 (0%)
Value$5.0M (-$395.5K)
Filed 2026-10-23
Castle Rock Wealth Management, LLC
DECREASED
Shares14,357 from 18,293
Change-3,936 (-22%)
Value$5.4M (-$1.4M)
Filed 2026-10-09
Sound Income Strategies, LLC
INCREASED
Shares14,289 from 13,457
Change+832 (+6%)
Value$5.1M (+$62.6K)
Filed 2026-10-09
MSH Capital Advisors LLC
INCREASED
Shares14,224 from 7,486
Change+6,738 (+90%)
Value$4.9M (+$2.1M)
Filed 2026-11-03
Hudson Canyon Capital Management
DECREASED
Shares14,198 from 15,129
Change-931 (-6%)
Value$5.0M (-$728.8K)
Filed 2026-11-04
Lynx Capital Group LTD
DECREASED
Shares14,191 from 14,293
Change-102 (-1%)
Value$5.0M (-$415.8K)
Filed 2026-11-04
Vertrix Wealth Management, LLC
INCREASED
Shares14,179 from 14,111
Change+68 (+0%)
Value$5.0M (-$351.1K)
Filed 2026-10-13
Garton & Associates Financial Advisors LLC
DECREASED
Shares14,168 from 14,535
Change-367 (-3%)
Value$5.0M (-$514.9K)
Filed 2026-10-30
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares14,145 from 14,116
Change+29 (+0%)
Value$5.0M (-$365.0K)
Filed 2026-10-09
Oslo Pensjonsforsikring AS
INCREASED
Shares14,121 from 13,746
Change+375 (+3%)
Value$5.0M (-$233.4K)
Filed 2026-10-15
Miramontes Capital, LLC
DECREASED
Shares14,077 from 14,231
Change-154 (-1%)
Value$4.9M (-$432.2K)
Filed 2026-10-19
Redhawk Wealth Advisors, Inc.
DECREASED
Shares14,076 from 14,163
Change-87 (-1%)
Value$4.9M (-$406.7K)
Filed 2026-10-14
Income Insurance Ltd
INCREASED
Shares14,062 from 13,982
Change+80 (+1%)
Value$4.9M (-$343.3K)
Filed 2026-10-21
Fortitude Advisory Group L.L.C.
INCREASED
Shares14,048 from 13,682
Change+366 (+3%)
Value$4.9M (-$234.5K)
Filed 2026-10-15
West Wealth Group, LLC
INCREASED
Shares13,927 from 13,021
Change+906 (+7%)
Value$4.9M (-$27.6K)
Filed 2026-10-14
Altman Advisors, Inc.
INCREASED
Shares13,853 from 13,743
Change+110 (+1%)
Value$4.9M (-$326.3K)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares13,795 from 12,593
Change+1,202 (+10%)
Value$4.8M (+$87.6K)
Filed 2026-10-19
SmartHarvest Portfolios, LLC
DECREASED
Shares13,787 from 16,959
Change-3,172 (-19%)
Value$4.8M (-$1.6M)
Filed 2026-10-26
CV Advisors LLC
INCREASED
Shares13,772 from 12,054
Change+1,718 (+14%)
Value$4.8M (+$283.2K)
Filed 2026-10-13
Groesbeck Investment Management Corp
DECREASED
Shares13,731 from 14,459
Change-728 (-5%)
Value$4.8M (-$640.0K)
Filed 2026-10-26
Mirador Capital Partners LP
INCREASED
Shares13,665 from 13,510
Change+155 (+1%)
Value$4.8M (-$304.7K)
Filed 2026-10-09
Chapin Davis, Inc.
INCREASED
Shares13,644 from 13,614
Change+30 (+0%)
Value$4.8M (-$351.0K)
Filed 2026-10-09
Wolff Wiese Magana LLC
INCREASED
Shares13,606 from 13,324
Change+282 (+2%)
Value$4.8M (-$254.7K)
Filed 2026-10-15
Blue Line Capital, LLC / IL
INCREASED
Shares13,571 from 13,568
Change+3 (+0%)
Value$4.8M (-$359.3K)
Filed 2026-11-04
Strong Retirement Solutions LLC
INCREASED
Shares13,492 from 13,012
Change+480 (+4%)
Value$4.7M (-$177.0K)
Filed 2026-10-07
Vann Equity Management LLC
INCREASED
Shares13,466 from 13,451
Change+15 (+0%)
Value$4.7M (-$352.1K)
Filed 2026-10-08
Anderson Hoagland & Co
DECREASED
Shares13,437 from 14,503
Change-1,066 (-7%)
Value$4.3M (-$1.1M)
Filed 2026-10-23
Cypress Wealth Services, LLC
INCREASED
Shares13,390 from 12,989
Change+401 (+3%)
Value$5.0M (+$125.3K)
Filed 2026-10-21
Johnson & White Wealth Management, LLC
INCREASED
Shares13,383 from 13,374
Change+9 (+0%)
Value$4.7M (-$352.2K)
Filed 2026-11-03
HMS Capital Management, LLC
DECREASED
Shares13,374 from 13,537
Change-163 (-1%)
Value$4.7M (-$416.9K)
Filed 2026-10-20
BIP Wealth, LLC
INCREASED
Shares13,354 from 12,642
Change+712 (+6%)
Value$4.7M (-$85.8K)
Filed 2026-10-22
Point Windward Advisors Inc.
DECREASED
Shares13,335 from 13,949
Change-614 (-4%)
Value$4.7M (-$586.1K)
Filed 2026-11-06
Cromwell Holdings LLC
DECREASED
Shares13,325 from 14,020
Change-695 (-5%)
Value$4.7M (-$616.4K)
Filed 2026-10-28
Prosperitas Financial LLC
INCREASED
Shares13,312 from 3,562
Change+9,750 (+274%)
Value$4.7M (+$3.3M)
Filed 2026-10-28
Wealth Effects LLC
INCREASED
Shares13,293 from 13,149
Change+144 (+1%)
Value$4.7M (-$298.7K)
Filed 2026-10-23
Boomfish Wealth Group, LLC
INCREASED
Shares13,285 from 11,468
Change+1,817 (+16%)
Value$4.7M (+$333.6K)
Filed 2026-10-22
Abundance Wealth Counselors
DECREASED
Shares13,284 from 13,918
Change-634 (-5%)
Value$4.7M (-$592.3K)
Filed 2026-10-26
Jeppson Wealth Management, LLC
INCREASED
Shares13,246 from 12,825
Change+421 (+3%)
Value$4.7M (-$192.9K)
Filed 2026-10-20
Cullinan Associates Inc
INCREASED
Shares13,172 from 11,976
Change+1,196 (+10%)
Value$4.6M (+$102.0K)
Filed 2026-11-03
Mindset Wealth Management, LLC
INCREASED
Shares13,156 from 12,425
Change+731 (+6%)
Value$4.6M (-$73.1K)
Filed 2026-10-19
Millennium Capital Advisors, LLC
DECREASED
Shares13,138 from 13,256
Change-118 (-1%)
Value$4.6M (-$393.7K)
Filed 2026-10-16
Quadcap Wealth Management, LLC
DECREASED
Shares13,084 from 14,125
Change-1,041 (-7%)
Value$4.6M (-$766.8K)
Filed 2026-11-02
Axxion S.A.
INCREASED
Shares13,005 from 11,770
Change+1,235 (+10%)
Value$4.6M (+$121.1K)
Filed 2026-10-22
Consilium Wealth Advisory, LLC
INCREASED
Shares12,967 from 12,713
Change+254 (+2%)
Value$4.6M (-$248.5K)
Filed 2026-10-14
SLT Holdings LLC
INCREASED
Shares12,965 from 12,644
Change+321 (+3%)
Value$4.6M (-$223.3K)
Filed 2026-10-15
RAM Investment Partners, LLC
INCREASED
Shares12,926 from 8,620
Change+4,306 (+50%)
Value$4.5M (+$1.3M)
Filed 2026-10-21
Alpine Bank Wealth Management
DECREASED
Shares12,851 from 14,212
Change-1,361 (-10%)
Value$4.5M (-$855.4K)
Filed 2026-10-16
Phoenix Wealth Advisors
DECREASED
Shares12,842 from 12,987
Change-145 (-1%)
Value$4.5M (-$395.8K)
Filed 2026-11-03
Turn8 Private Wealth Inc.
NEW
Shares12,804
Change+12,804
Value$4.5M
Filed 2026-11-05
LCM Capital Management Inc
INCREASED
Shares12,800 from 12,618
Change+182 (+1%)
Value$4.5M (-$271.1K)
Filed 2026-10-20
Retirement Planning Co of New England, Inc.
DECREASED
Shares12,798 from 13,500
Change-702 (-5%)
Value$4.5M (-$605.0K)
Filed 2026-10-15
XML Financial, LLC
DECREASED
Shares12,796 from 12,809
Change-13 (0%)
Value$4.5M (-$344.8K)
Filed 2026-10-29
Ted Buchan & Co
DECREASED
Shares12,785 from 13,113
Change-328 (-2%)
Value$4.5M (-$463.1K)
Filed 2026-10-23
Syntegra Private Wealth Group, LLC
INCREASED
Shares12,754 from 12,294
Change+460 (+4%)
Value$4.5M (-$164.9K)
Filed 2026-10-13
Balefire, LLC
DECREASED
Shares12,704 from 13,041
Change-337 (-3%)
Value$4.5M (-$464.7K)
Filed 2026-10-09
Revolve Wealth Partners, LLC
DECREASED
Shares12,644 from 13,415
Change-771 (-6%)
Value$4.4M (-$627.1K)
Filed 2026-10-23
Woodard & Co Asset Management Group Inc
DECREASED
Shares12,613 from 16,978
Change-4,365 (-26%)
Value$4.4M (-$2.0M)
Filed 2026-11-03
High Note Wealth, LLC
INCREASED
Shares12,576 from 12,395
Change+181 (+1%)
Value$4.4M (-$265.6K)
Filed 2026-10-27
Garner Asset Management Corp
DECREASED
Shares12,564 from 13,567
Change-1,003 (-7%)
Value$4.1M (-$989.3K)
Filed 2026-10-30
Wealth Science Advisors LLC
DECREASED
Shares12,560 from 14,871
Change-2,311 (-16%)
Value$4.4M (-$1.2M)
Filed 2026-10-09
Amplius Wealth Advisors, LLC
INCREASED
Shares12,552 from 11,732
Change+820 (+7%)
Value$4.4M (-$23.7K)
Filed 2026-10-20
Meadow Creek Wealth Advisors LLC
DECREASED
Shares12,537 from 13,218
Change-681 (-5%)
Value$4.4M (-$590.2K)
Filed 2026-11-02
QTR Family Wealth, LLC
INCREASED
Shares12,525 from 12,352
Change+173 (+1%)
Value$4.4M (-$267.3K)
Filed 2026-11-02
First Interstate Bank
INCREASED
Shares12,507 from 10,266
Change+2,241 (+22%)
Value$4.4M (+$514.4K)
Filed 2026-10-23
Probity Advisors, Inc.
INCREASED
Shares12,497 from 12,155
Change+342 (+3%)
Value$4.4M (-$202.7K)
Filed 2026-10-23
Golden Reserve Retirement LLC
INCREASED
Shares12,493 from 8,250
Change+4,243 (+51%)
Value$4.4M (+$1.3M)
Filed 2026-11-02
Piar LLC
DECREASED
Shares12,445 from 13,150
Change-705 (-5%)
Value$4.4M (-$596.9K)
Filed 2026-10-21
Obsidian CIO, LLC
INCREASED
Shares12,428 from 12,172
Change+256 (+2%)
Value$4.4M (-$233.6K)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED
Shares12,409 from 12,366
Change+43 (+0%)
Value$4.4M (-$313.3K)
Filed 2026-10-09
Deseret Mutual Benefit Administrators
DECREASED
Shares12,373 from 14,753
Change-2,380 (-16%)
Value$4.3M (-$1.2M)
Filed 2026-11-04
Altus Wealth Group LLC
DECREASED
Shares12,357 from 12,759
Change-402 (-3%)
Value$4.3M (-$480.1K)
Filed 2026-10-20
Nikulski Financial, Inc.
DECREASED
Shares12,339 from 12,730
Change-391 (-3%)
Value$4.3M (-$475.4K)
Filed 2026-11-06
Forum Financial Management, LP
INCREASED
Shares12,338 from 12,093
Change+245 (+2%)
Value$4.3M (-$234.8K)
Filed 2026-10-16
Able Financial Group, LLC
INCREASED
Shares12,316 from 11,031
Change+1,285 (+12%)
Value$4.3M (+$158.3K)
Filed 2026-10-14
Defined Wealth Management, LLC
INCREASED
Shares12,273 from 12,250
Change+23 (+0%)
Value$4.3M (-$317.3K)
Filed 2026-10-19
Tred Avon Family Wealth, LLC
DECREASED
Shares12,265 from 12,295
Change-30 (0%)
Value$4.3M (-$337.1K)
Filed 2026-10-20
First County Bank
INCREASED
Shares12,241 from 11,657
Change+584 (+5%)
Value$4.3M (-$104.5K)
Filed 2026-10-13
SYM Financial Corp
INCREASED
Shares12,224 from 12,051
Change+173 (+1%)
Value$4.3M (-$259.4K)
Filed 2026-10-26
Asset Advisors Investment Management, LLC
NEW
Shares12,220
Change+12,220
Value$4.3M
Filed 2026-10-19
SP Asset Management LLC
DECREASED
Shares12,220 from 12,230
Change-10 (0%)
Value$4.3M (-$328.4K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares12,137 from 11,877
Change+260 (+2%)
Value$4.3M (-$224.1K)
Filed 2026-10-28
Guyasuta Investment Advisors Inc
DECREASED
Shares12,129 from 13,660
Change-1,531 (-11%)
Value$4.3M (-$900.5K)
Filed 2026-10-15
Summit Wealth Group LLC / Co
INCREASED
Shares12,122 from 5,071
Change+7,051 (+139%)
Value$4.3M (+$2.3M)
Filed 2026-10-29
Stiles Financial Services Inc
INCREASED
Shares12,110 from 12,108
Change+2 (+0%)
Value$4.3M (-$320.8K)
Filed 2026-10-30
Onyx Bridge Wealth Group LLC
INCREASED
Shares12,104 from 11,993
Change+111 (+1%)
Value$4.3M (-$279.5K)
Filed 2026-10-16
New England Research & Management, Inc.
INCREASED
Shares12,056 from 11,176
Change+880 (+8%)
Value$4.2M (+$12.2K)
Filed 2026-10-16
Studio Investment Management LLC
DECREASED
Shares12,055 from 12,294
Change-239 (-2%)
Value$4.2M (-$410.5K)
Filed 2026-10-22
Waterfront Wealth Inc.
INCREASED
Shares12,046 from 10,119
Change+1,927 (+19%)
Value$4.0M (-$9.3K)
Filed 2026-11-03
Virtue Capital Management, LLC
INCREASED
Shares11,996 from 11,730
Change+266 (+2%)
Value$4.2M (-$218.7K)
Filed 2026-10-29
Murphy & Mullick Capital Management Corp
INCREASED
Shares11,983 from 11,905
Change+78 (+1%)
Value$4.2M (-$288.9K)
Filed 2026-11-02
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares11,979 from 13,364
Change-1,385 (-10%)
Value$4.2M (-$841.4K)
Filed 2026-10-22
Strategic Advisors LLC
DECREASED
Shares11,920 from 13,022
Change-1,102 (-8%)
Value$4.2M (-$732.9K)
Filed 2026-10-13
Blueprint Investment Partners LLC
DECREASED
Shares11,906 from 13,675
Change-1,769 (-13%)
Value$4.2M (-$984.7K)
Filed 2026-10-28
Aspetuck Financial Management LLC
DECREASED
Shares11,901 from 12,576
Change-675 (-5%)
Value$4.2M (-$571.1K)
Filed 2026-11-04
EPG Wealth Management LLC
INCREASED
Shares11,886 from 10,957
Change+929 (+8%)
Value$4.2M (+$35.2K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares11,885 from 11,740
Change+145 (+1%)
Value$3.0M (-$445.8K)
Filed 2026-11-04
Arsenal Capital Advisors LLC
INCREASED
Shares11,853 from 11,743
Change+110 (+1%)
Value$4.2M (-$273.4K)
Filed 2026-11-02
Canopy Partners, LLC
INCREASED
Shares11,833 from 11,650
Change+183 (+2%)
Value$4.2M (-$245.2K)
Filed 2026-10-28
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares11,790 from 10,985
Change+805 (+7%)
Value$4.1M (-$9.1K)
Filed 2026-10-09
Abel Hall, LLC
DECREASED
Shares11,775 from 13,241
Change-1,466 (-11%)
Value$4.1M (-$866.5K)
Filed 2026-10-19
E&G Advisors, LLC
DECREASED
Shares11,758 from 12,023
Change-265 (-2%)
Value$4.1M (-$412.4K)
Filed 2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares11,722 from 11,722
Change0 (0%)
Value$4.1M (-$311.3K)
Filed 2026-10-26
Beaumont Financial Advisors, LLC
INCREASED
Shares11,698 from 11,663
Change+35 (+0%)
Value$4.1M (-$297.2K)
Filed 2026-10-22
Financial Management Network Inc
INCREASED
Shares11,662 from 5,116
Change+6,546 (+128%)
Value$4.1M (+$2.2M)
Filed 2026-10-09
Markowski Investments
DECREASED
Shares11,554 from 12,425
Change-871 (-7%)
Value$4.1M (-$635.9K)
Filed 2026-10-30
Advocate Group LLC
DECREASED
Shares11,515 from 17,649
Change-6,134 (-35%)
Value$4.0M (-$2.6M)
Filed 2026-10-19
Rainier Family Wealth Inc
DECREASED
Shares11,434 from 12,784
Change-1,350 (-11%)
Value$4.0M (-$813.6K)
Filed 2026-11-02
Aviso Wealth Management
DECREASED
Shares11,415 from 11,760
Change-345 (-3%)
Value$4.0M (-$433.4K)
Filed 2026-11-04
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares11,415 from 11,578
Change-163 (-1%)
Value$4.0M (-$364.5K)
Filed 2026-10-09
Hilltop National Bank
DECREASED
Shares11,376 from 12,375
Change-999 (-8%)
Value$4.0M (-$679.5K)
Filed 2026-10-14
StoneCrest Wealth Management, Inc.
INCREASED
Shares11,376 from 11,333
Change+43 (+0%)
Value$4.0M (-$285.9K)
Filed 2026-11-03
Center for Financial Planning, Inc.
INCREASED
Shares11,332 from 9,980
Change+1,352 (+14%)
Value$4.0M (+$209.7K)
Filed 2026-10-26
Coronation Fund Managers Ltd.
NEW
Shares11,295
Change+11,295
Value$4.0M
Filed 2026-10-27
Brian LOW Financial Group, LLC
INCREASED
Shares11,269 from 10,905
Change+364 (+3%)
Value$4.0M (-$161.8K)
Filed 2026-10-28
Eagle Wealth Advisors LLC
INCREASED
Shares11,264 from 11,217
Change+47 (+0%)
Value$4.0M (-$281.4K)
Filed 2026-10-20
Canvas Wealth Advisors, LLC
INCREASED
Shares11,247 from 10,218
Change+1,029 (+10%)
Value$3.9M (+$20.4K)
Filed 2026-11-02
Lederer & Associates Investment Counsel
DECREASED
Shares11,167 from 11,264
Change-97 (-1%)
Value$3.9M (-$333.0K)
Filed 2026-10-23
Marks Group Wealth Management, Inc
INCREASED
Shares11,107 from 9,772
Change+1,335 (+14%)
Value$3.9M (+$209.3K)
Filed 2026-11-05
Worth Financial Advisory Group, LLC
INCREASED
Shares11,074 from 10,725
Change+349 (+3%)
Value$3.9M (-$162.2K)
Filed 2026-10-19
Schorn Wealth LLC
DECREASED
Shares11,072 from 11,166
Change-94 (-1%)
Value$3.9M (-$329.6K)
Filed 2026-10-14
Hartline Investment Corp/
INCREASED
Shares11,059 from 8,747
Change+2,312 (+26%)
Value$3.9M (+$579.6K)
Filed 2026-10-29
Essential Investment Partners LLC
INCREASED
Shares11,013 from 7,681
Change+3,332 (+43%)
Value$3.9M (+$966.2K)
Filed 2026-10-27
Prosperity Financial Group, Inc.
INCREASED
Shares10,982 from 9,599
Change+1,383 (+14%)
Value$3.9M (+$230.7K)
Filed 2026-10-29
First Affirmative Financial Network
NEW
Shares10,898
Change+10,898
Value$3.8M
Filed 2026-10-21
TCI Wealth Advisors, Inc.
INCREASED
Shares10,893 from 6,108
Change+4,785 (+78%)
Value$3.8M (+$1.5M)
Filed 2026-10-30
Oak Thistle LLC
NEW
Shares10,884
Change+10,884
Value$3.8M
Filed 2026-10-21
Collaborative Fund Advisors, LLC
INCREASED
Shares10,846 from 6,444
Change+4,402 (+68%)
Value$3.8M (+$1.4M)
Filed 2026-11-02
Peddock Capital Advisors, LLC
INCREASED
Shares10,773 from 10,759
Change+14 (+0%)
Value$3.8M (-$280.8K)
Filed 2026-10-16
Bastion Asset Management Inc.
DECREASED
Shares10,740 from 25,487
Change-14,747 (-58%)
Value$3.6M (-$5.7M)
Filed 2026-11-05
First Bank & Trust
INCREASED
Shares10,714 from 10,503
Change+211 (+2%)
Value$3.8M (-$204.9K)
Filed 2026-10-19
Trinity Financial Advisors LLC
DECREASED
Shares10,711 from 10,769
Change-58 (-1%)
Value$3.8M (-$306.6K)
Filed 2026-10-09
Rockland Trust Co
INCREASED
Shares10,708 from 9,535
Change+1,173 (+12%)
Value$3.8M (+$158.7K)
Filed 2026-10-05
Tompkins Financial Corp
INCREASED
Shares10,690 from 10,401
Change+289 (+3%)
Value$3.8M (-$174.8K)
Filed 2026-10-05
Olistico Wealth, LLC
DECREASED
Shares10,680 from 11,198
Change-518 (-5%)
Value$3.8M (-$479.3K)
Filed 2026-10-05
Bingham Private Wealth, LLC
DECREASED
Shares10,654 from 10,836
Change-182 (-2%)
Value$3.7M (-$351.7K)
Filed 2026-11-05
Legacy Advisors, LLC
INCREASED
Shares10,622 from 10,299
Change+323 (+3%)
Value$3.7M (-$160.1K)
Filed 2026-10-19
Mirabaud & Cie SA
INCREASED
Shares10,612 from 10,252
Change+360 (+4%)
Value$3.7M (-$145.9K)
Filed 2026-10-27
Lee Financial Co
INCREASED
Shares10,610 from 10,286
Change+324 (+3%)
Value$3.7M (-$159.4K)
Filed 2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED
Shares10,605 from 11,568
Change-963 (-8%)
Value$3.7M (-$645.8K)
Filed 2026-11-03
Doliver Advisors, LP
INCREASED
Shares10,602 from 10,071
Change+531 (+5%)
Value$3.7M (-$81.1K)
Filed 2026-10-01
Kenora Financial, LLC
DECREASED
Shares10,556 from 11,791
Change-1,235 (-10%)
Value$3.7M (-$746.9K)
Filed 2026-10-20
Todd Wealth Management, LLC
DECREASED
Shares10,553 from 10,607
Change-54 (-1%)
Value$3.7M (-$300.6K)
Filed 2026-10-19
Richard P Slaughter Associates Inc
INCREASED
Shares10,546 from 10,485
Change+61 (+1%)
Value$3.7M (-$257.2K)
Filed 2026-10-13
Atticus Wealth Management, LLC
INCREASED
Shares10,530 from 9,085
Change+1,445 (+16%)
Value$3.7M (+$266.1K)
Filed 2026-10-20
Riverbend Wealth Management, LLC
INCREASED
Shares10,507 from 10,504
Change+3 (+0%)
Value$3.7M (-$277.8K)
Filed 2026-10-15
Gradient Capital Advisors, LLC
DECREASED
Shares10,460 from 10,801
Change-341 (-3%)
Value$3.7M (-$406.6K)
Filed 2026-10-21
Allegheny Financial Group
DECREASED
Shares10,457 from 10,519
Change-62 (-1%)
Value$3.7M (-$301.3K)
Filed 2026-11-05
Crumly & Associates Inc.
INCREASED
Shares10,451 from 10,347
Change+104 (+1%)
Value$3.7M (-$238.3K)
Filed 2026-10-07
Beaumont Asset Management, L.L.C.
INCREASED
Shares10,428 from 9,908
Change+520 (+5%)
Value$3.7M (-$80.5K)
Filed 2026-10-16
Prentice Wealth Management LLC
INCREASED
Shares10,410 from 10,046
Change+364 (+4%)
Value$3.7M (-$139.0K)
Filed 2026-10-20
Gilliland Jeter Wealth Management LLC
INCREASED
Shares10,385 from 10,380
Change+5 (+0%)
Value$3.6M (-$274.2K)
Filed 2026-10-28
Processus Wealth & Capital Management, LLC
INCREASED
Shares10,372 from 10,354
Change+18 (+0%)
Value$3.6M (-$268.7K)
Filed 2026-10-16
Cohen Capital Management, Inc.
INCREASED
Shares10,368 from 2,754
Change+7,614 (+276%)
Value$3.6M (+$2.6M)
Filed 2026-10-14
Wisconsin Wealth Advisors, LLC
INCREASED
Shares10,368 from 10,319
Change+49 (+0%)
Value$3.6M (-$256.9K)
Filed 2026-10-08
Tower View Wealth Management LLC
INCREASED
Shares10,323 from 9,183
Change+1,140 (+12%)
Value$3.6M (+$156.4K)
Filed 2026-10-23
Earned Wealth Advisors, LLC
INCREASED
Shares10,311 from 8,698
Change+1,613 (+19%)
Value$3.6M (+$335.5K)
Filed 2026-11-06
Allen Capital Group, LLC
INCREASED
Shares10,266 from 9,457
Change+809 (+9%)
Value$3.6M (+$32.9K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares10,259 from 9,060
Change+1,199 (+13%)
Value$3.9M (+$503.4K)
Filed 2026-10-08
Investment Research Partners LLC
INCREASED
Shares10,254 from 10,203
Change+51 (+1%)
Value$3.6M (-$253.0K)
Filed 2026-10-19
LFG Wealth Partners, LLC
DECREASED
Shares10,223 from 10,908
Change-685 (-6%)
Value$3.6M (-$530.3K)
Filed 2026-10-28
Biltmore Family Office, LLC
INCREASED
Shares10,192 from 10,168
Change+24 (+0%)
Value$3.6M (-$261.6K)
Filed 2026-11-03
Hixon Zuercher, LLC
DECREASED
Shares10,173 from 10,195
Change-22 (0%)
Value$3.6M (-$278.6K)
Filed 2026-10-13
Iams Wealth Management, LLC
INCREASED
Shares10,167 from 8,664
Change+1,503 (+17%)
Value$3.6M (+$298.0K)
Filed 2026-10-15
BigSur Wealth Management LLC
INCREASED
Shares10,156 from 9,156
Change+1,000 (+11%)
Value$3.6M (+$108.0K)
Filed 2026-10-13
West Paces Advisors Inc.
INCREASED
Shares10,141 from 10,071
Change+70 (+1%)
Value$3.6M (-$242.8K)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares10,068 from 8,013
Change+2,055 (+26%)
Value$3.5M (+$508.8K)
Filed 2026-11-05
Partners Wealth Management, LLC
INCREASED
Shares10,007 from 1,165
Change+8,842 (+759%)
Value$3.5M (+$3.1M)
Filed 2026-10-28
Granite Islands Private Wealth, LLC
INCREASED
Shares9,944 from 9,802
Change+142 (+1%)
Value$3.5M (-$206.4K)
Filed 2026-10-16
Arlington Trust Co LLC
INCREASED
Shares9,936 from 5,083
Change+4,853 (+95%)
Value$3.5M (+$1.6M)
Filed 2026-10-20
Coastline Trust Co
DECREASED
Shares9,936 from 11,522
Change-1,586 (-14%)
Value$3.5M (-$863.0K)
Filed 2026-10-01
Reflection Asset Management
INCREASED
Shares9,916 from 7,354
Change+2,562 (+35%)
Value$3.5M (+$704.4K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares9,880 from 9,020
Change+860 (+10%)
Value$3.5M (+$62.8K)
Filed 2026-10-14
D'Orazio & Associates, Inc.
DECREASED
Shares9,857 from 10,369
Change-512 (-5%)
Value$3.5M (-$455.3K)
Filed 2026-11-04
Bank of New Hampshire
DECREASED
Shares9,841 from 12,710
Change-2,869 (-23%)
Value$3.5M (-$1.3M)
Filed 2026-10-06
Wealth Management Partners, LLC
DECREASED
Shares9,826 from 10,448
Change-622 (-6%)
Value$3.5M (-$495.8K)
Filed 2026-10-21
1900 Wealth Management LLC
INCREASED
Shares9,818 from 9,340
Change+478 (+5%)
Value$3.4M (-$80.3K)
Filed 2026-10-13
CPC Advisors, LLC
DECREASED
Shares9,797 from 16,777
Change-6,980 (-42%)
Value$3.4M (-$2.9M)
Filed 2026-10-21
Triasima Portfolio Management inc.
DECREASED
Shares9,789 from 22,617
Change-12,828 (-57%)
Value$3.4M (-$5.1M)
Filed 2026-10-15
Sage Private Wealth Group, LLC
INCREASED
Shares9,777 from 4,737
Change+5,040 (+106%)
Value$3.4M (+$1.6M)
Filed 2026-10-21
Next Level Private LLC
INCREASED
Shares9,772 from 9,279
Change+493 (+5%)
Value$3.4M (-$73.3K)
Filed 2026-10-20
First Financial Corp
DECREASED
Shares9,765 from 10,050
Change-285 (-3%)
Value$3.4M (-$367.0K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares9,764
Change+9,764
Value$3.4M
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares9,748 from 9,334
Change+414 (+4%)
Value$3.4M (-$102.5K)
Filed 2026-11-04
Raleigh Capital Management Inc.
INCREASED
Shares9,723 from 9,648
Change+75 (+1%)
Value$3.4M (-$229.6K)
Filed 2026-10-28
Waterway Wealth Management, LLC
INCREASED
Shares9,697 from 8,120
Change+1,577 (+19%)
Value$3.4M (+$338.4K)
Filed 2026-10-28
Curtis Advisory Group, LLC
INCREASED
Shares9,683 from 9,243
Change+440 (+5%)
Value$3.4M (-$91.0K)
Filed 2026-10-28
Catherine Avery Investment Management LLC
DECREASED
Shares9,661 from 17,835
Change-8,174 (-46%)
Value$3.4M (-$3.3M)
Filed 2026-10-14
Mogy Joel R Investment Counsel Inc
INCREASED
Shares9,623 from 3,456
Change+6,167 (+178%)
Value$3.4M (+$2.1M)
Filed 2026-10-13
TritonPoint Partners, LLC
DECREASED
Shares9,610 from 13,217
Change-3,607 (-27%)
Value$3.4M (-$1.6M)
Filed 2026-11-05
Jacobsen Capital Management
DECREASED
Shares9,601 from 9,611
Change-10 (0%)
Value$3.4M (-$258.8K)
Filed 2026-10-27
South Shore Capital Advisors
DECREASED
Shares9,593 from 9,947
Change-354 (-4%)
Value$3.4M (-$388.4K)
Filed 2026-10-20
Vanderbilt University
INCREASED
Shares9,578 from 9,329
Change+249 (+3%)
Value$3.4M (-$160.3K)
Filed 2026-11-02
Private Wealth Partners, LLC
INCREASED
Shares9,576 from 6,570
Change+3,006 (+46%)
Value$3.4M (+$881.2K)
Filed 2026-10-22
Tealwood Asset Management Inc
DECREASED
Shares9,567 from 9,770
Change-203 (-2%)
Value$3.4M (-$331.0K)
Filed 2026-10-13
Hall Laurie J Trustee
NEW
Shares9,549
Change+9,549
Value$3.4M
Filed 2026-10-06
GS Investments, Inc.
DECREASED
Shares9,547 from 9,589
Change-42 (0%)
Value$3.4M (-$269.4K)
Filed 2026-11-05
Advisors Management Group Inc
DECREASED
Shares9,526 from 9,580
Change-54 (-1%)
Value$3.3M (-$273.0K)
Filed 2026-11-05
Waldron Private Wealth LLC
DECREASED
Shares9,507 from 10,053
Change-546 (-5%)
Value$3.3M (-$458.8K)
Filed 2026-11-02
VAN Strum & Towne Inc.
INCREASED
Shares9,503 from 8,800
Change+703 (+8%)
Value$3.3M (+$13.2K)
Filed 2026-11-06
Paradigm Asset Management Co LLC
DECREASED
Shares9,500 from 10,000
Change-500 (-5%)
Value$3.3M (-$441.2K)
Filed 2026-11-05
Malaga Cove Capital, LLC
INCREASED
Shares9,488 from 8,625
Change+863 (+10%)
Value$3.3M (+$74.0K)
Filed 2026-10-23
Saxon Interests, Inc.
DECREASED
Shares9,484 from 10,534
Change-1,050 (-10%)
Value$3.3M (-$648.5K)
Filed 2026-10-26
Summit Financial Wealth Advisors, LLC
INCREASED
Shares9,456 from 9,362
Change+94 (+1%)
Value$3.3M (-$215.7K)
Filed 2026-10-15
Columbia Bank
INCREASED
Shares9,415 from 7,104
Change+2,311 (+33%)
Value$3.3M (+$622.9K)
Filed 2026-10-29
Jm2 Capital Inc.
INCREASED
Shares9,355 from 9,328
Change+27 (+0%)
Value$3.3M (-$238.6K)
Filed 2026-10-14
Winthrop Advisory Group LLC
INCREASED
Shares9,354 from 8,361
Change+993 (+12%)
Value$3.3M (+$126.9K)
Filed 2026-10-22
Ti-Trust, Inc
UNCHANGED
Shares9,353 from 9,353
Change0 (0%)
Value$3.3M (-$248.4K)
Filed 2026-10-21
Manchester Capital Management LLC
DECREASED
Shares9,338 from 9,974
Change-636 (-6%)
Value$3.3M (-$488.3K)
Filed 2026-10-22
Raab & Moskowitz Asset Management LLC
DECREASED
Shares9,324 from 11,405
Change-2,081 (-18%)
Value$3.3M (-$1.0M)
Filed 2026-11-02
MW Advisory, LLC
INCREASED
Shares9,304 from 7,633
Change+1,671 (+22%)
Value$3.3M (+$384.1K)
Filed 2026-10-19
Sierra Summit Advisors LLC
INCREASED
Shares9,300 from 9,093
Change+207 (+2%)
Value$3.3M (-$168.8K)
Filed 2026-10-28
Lazari Capital Management, Inc.
DECREASED
Shares9,274 from 9,275
Change-1 (0%)
Value$3.3M (-$246.7K)
Filed 2026-10-20
May Hill Capital, LLC
INCREASED
Shares9,249 from 8,545
Change+704 (+8%)
Value$3.2M (+$20.3K)
Filed 2026-11-03
AGH Wealth Advisors, LLC
DECREASED
Shares9,232 from 9,370
Change-138 (-1%)
Value$3.2M (-$297.2K)
Filed 2026-10-26
Enterprise Financial Services Corp
INCREASED
Shares9,219 from 9,206
Change+13 (+0%)
Value$3.2M (-$239.9K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares9,206 from 8,006
Change+1,200 (+15%)
Value$3.2M (+$208.9K)
Filed 2026-11-04
Center for Wealth Management Advisory
INCREASED
Shares9,202 from 8,593
Change+609 (+7%)
Value$3.2M (-$14.4K)
Filed 2026-10-23
Wolverine Asset Management LLC
INCREASED
Shares9,198 from 339
Change+8,859 (+2613%)
Value$3.2M (+$3.1M)
Filed 2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares9,197 from 9,010
Change+187 (+2%)
Value$3.2M (-$173.6K)
Filed 2026-10-21
Mattern Wealth Management LLC
INCREASED
Shares9,125 from 8,860
Change+265 (+3%)
Value$3.2M (-$142.3K)
Filed 2026-11-04
Banque de Luxembourg S.A.
INCREASED
Shares9,124 from 8,983
Change+141 (+2%)
Value$3.2M (-$189.1K)
Filed 2026-10-14
RFG Holdings, Inc.
INCREASED
Shares9,087 from 8,817
Change+270 (+3%)
Value$3.2M (-$139.1K)
Filed 2026-10-30
Monument Capital Management
DECREASED
Shares9,072 from 9,080
Change-8 (0%)
Value$3.2M (-$244.0K)
Filed 2026-10-09
Cidel Asset Management Inc
INCREASED
Shares9,065 from 8,855
Change+210 (+2%)
Value$3.2M (-$161.4K)
Filed 2026-10-29
Principle Wealth Partners LLC
INCREASED
Shares9,045 from 7,636
Change+1,409 (+18%)
Value$3.2M (+$292.5K)
Filed 2026-11-02
Wagner Wealth Management, LLC
DECREASED
Shares9,030 from 9,935
Change-905 (-9%)
Value$3.2M (-$582.0K)
Filed 2026-10-21
Northcape Wealth Management, LLC
INCREASED
Shares9,027 from 8,932
Change+95 (+1%)
Value$3.2M (-$203.8K)
Filed 2026-11-04
Perennial Advisors, LLC
INCREASED
Shares9,011 from 7,029
Change+1,982 (+28%)
Value$3.2M (+$509.4K)
Filed 2026-10-13
bLong Financial, LLC
INCREASED
Shares9,004 from 8,869
Change+135 (+2%)
Value$3.2M (-$188.2K)
Filed 2026-10-29
Canandaigua National Bank & Trust Co
DECREASED
Shares9,004 from 9,057
Change-53 (-1%)
Value$3.2M (-$259.2K)
Filed 2026-10-07
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED
Shares9,000 from 7,000
Change+2,000 (+29%)
Value$3.2M (+$517.0K)
Filed 2026-10-22
Net Worth Advisory Group
INCREASED
Shares8,999 from 8,717
Change+282 (+3%)
Value$3.1M (-$200.6K)
Filed 2026-10-20
Correct Capital Wealth Management
INCREASED
Shares8,965 from 8,024
Change+941 (+12%)
Value$3.1M (+$117.6K)
Filed 2026-11-02
Verus Capital Partners, LLC
DECREASED
Shares8,951 from 9,626
Change-675 (-7%)
Value$3.1M (-$492.5K)
Filed 2026-11-03
LifeGoal Investments, LLC
INCREASED
Shares8,925 from 3,598
Change+5,327 (+148%)
Value$3.1M (+$1.8M)
Filed 2026-10-09
Burton Enright Welch
DECREASED
Shares8,918 from 8,923
Change-5 (0%)
Value$3.1M (-$238.7K)
Filed 2026-11-04
Tortuga Wealth Management, Inc
INCREASED
Shares8,910 from 5,291
Change+3,619 (+68%)
Value$3.1M (+$1.1M)
Filed 2026-10-27
Tower Trust & Investment Co
INCREASED
Shares8,901 from 8,686
Change+215 (+2%)
Value$3.1M (-$155.2K)
Filed 2026-10-28
Trust Co of Oklahoma
DECREASED
Shares8,897 from 9,394
Change-497 (-5%)
Value$3.1M (-$424.0K)
Filed 2026-10-15
Yankcom Partnership
DECREASED
Shares8,872 from 10,166
Change-1,294 (-13%)
Value$3.1M (-$724.4K)
Filed 2026-10-15
Harmony Asset Management LLC
INCREASED
Shares8,871 from 8,277
Change+594 (+7%)
Value$3.1M (-$11.2K)
Filed 2026-10-20
Marathon Mission, Inc.
UNCHANGED
Shares8,866 from 8,866
Change0 (0%)
Value$3.1M (-$235.5K)
Filed 2026-10-01
Commonwealth Financial Services, LLC
DECREASED
Shares8,820 from 9,314
Change-494 (-5%)
Value$3.1M (-$420.9K)
Filed 2026-10-20
Arrow Financial Corp
INCREASED
Shares8,807 from 7,598
Change+1,209 (+16%)
Value$3.1M (+$222.8K)
Filed 2026-10-26
Sterling Investment Counsel, LLC
INCREASED
Shares8,792 from 6,815
Change+1,977 (+29%)
Value$3.1M (+$513.3K)
Filed 2026-10-19
LeConte Wealth Management, LLC
INCREASED
Shares8,785 from 7,709
Change+1,076 (+14%)
Value$3.1M (+$173.2K)
Filed 2026-10-20
BNB Wealth Management, LLC
DECREASED
Shares8,773 from 9,364
Change-591 (-6%)
Value$3.1M (-$456.2K)
Filed 2026-10-28
Legacy Wealth Management, LLC / MS
INCREASED
Shares8,766 from 8,734
Change+32 (+0%)
Value$3.1M (-$220.6K)
Filed 2026-10-30
United Advisor Group, LLC
INCREASED
Shares8,760 from 7,186
Change+1,574 (+22%)
Value$3.1M (+$361.9K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
INCREASED
Shares8,754 from 8,022
Change+732 (+9%)
Value$3.1M (+$44.3K)
Filed 2026-10-19
Juncture Wealth Strategies, LLC
DECREASED
Shares8,704 from 8,866
Change-162 (-2%)
Value$3.1M (-$292.4K)
Filed 2026-10-06
Bullseye Investment Management, LLC
INCREASED
Shares8,700 from 8,429
Change+271 (+3%)
Value$3.1M (-$128.7K)
Filed 2026-10-29
M.E. Allison & Co., Inc.
DECREASED
Shares8,695 from 8,729
Change-34 (0%)
Value$3.1M (-$243.9K)
Filed 2026-10-09
Lighthouse Financial LLC
INCREASED
Shares8,693 from 7,807
Change+886 (+11%)
Value$3.1M (+$103.8K)
Filed 2026-10-23
KPP Advisory Services LLC
DECREASED
Shares8,686 from 12,198
Change-3,512 (-29%)
Value$3.1M (-$1.6M)
Filed 2026-10-26
Shuttleworth & Co
DECREASED
Shares8,672 from 8,734
Change-62 (-1%)
Value$3.0M (-$253.7K)
Filed 2026-10-30
Centerpoint Advisory Group
DECREASED
Shares8,622 from 8,679
Change-57 (-1%)
Value$3.0M (-$250.5K)
Filed 2026-10-23
Heritage Family Offices, LLP
DECREASED
Shares8,620 from 8,981
Change-361 (-4%)
Value$3.0M (-$365.3K)
Filed 2026-11-02
IronOak Wealth Llc.
NEW
Shares8,579
Change+8,579
Value$3.0M
Filed 2026-11-06
Foster Group, Inc.
DECREASED
Shares8,569 from 8,620
Change-51 (-1%)
Value$3.0M (-$246.9K)
Filed 2026-10-13
Texas Bank & Trust Co
DECREASED
Shares8,558 from 9,039
Change-481 (-5%)
Value$3.0M (-$409.0K)
Filed 2026-11-04
Tritonpoint Wealth, LLC
INCREASED
Shares8,552 from 8,372
Change+180 (+2%)
Value$3.0M (-$159.1K)
Filed 2026-10-19
Marin Bay Wealth Advisors, LLC
DECREASED
Shares8,487 from 8,654
Change-167 (-2%)
Value$3.0M (-$288.6K)
Filed 2026-10-28
Herold Advisors, Inc.
INCREASED
Shares8,470 from 7,946
Change+524 (+7%)
Value$3.0M (-$26.4K)
Filed 2026-10-19
Optimist Retirement Group LLC
INCREASED
Shares8,454 from 8,285
Change+169 (+2%)
Value$3.0M (-$160.7K)
Filed 2026-10-30
XXI Wealth, LLC
INCREASED
Shares8,440 from 7,373
Change+1,067 (+14%)
Value$3.0M (+$178.9K)
Filed 2026-10-22
Center For Asset Management LLC
INCREASED
Shares8,412 from 7,711
Change+701 (+9%)
Value$3.0M (+$41.5K)
Filed 2026-10-16
Endeavor Private Wealth, Inc.
INCREASED
Shares8,402 from 8,377
Change+25 (+0%)
Value$3.0M (-$213.8K)
Filed 2026-11-05
Adelphi Trust Co
DECREASED
Shares8,376 from 9,192
Change-816 (-9%)
Value$2.9M (-$530.7K)
Filed 2026-10-05
Aspire Private Capital, LLC
DECREASED
Shares8,352 from 8,358
Change-6 (0%)
Value$2.9M (-$224.2K)
Filed 2026-11-05
Core Wealth Partners LLC
DECREASED
Shares8,312 from 8,682
Change-370 (-4%)
Value$2.9M (-$360.8K)
Filed 2026-11-02
GLR Partners, LLC
DECREASED
Shares8,296 from 8,378
Change-82 (-1%)
Value$2.9M (-$251.3K)
Filed 2026-11-04
Range Financial Group LLC
DECREASED
Shares8,262 from 8,519
Change-257 (-3%)
Value$2.9M (-$316.7K)
Filed 2026-10-21
Inscription Capital, LLC
DECREASED
Shares8,241 from 14,340
Change-6,099 (-43%)
Value$2.9M (-$2.5M)
Filed 2026-11-02
Lebenthal Global Advisors, LLC
INCREASED
Shares8,229 from 7,758
Change+471 (+6%)
Value$2.9M (-$40.5K)
Filed 2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares8,219 from 8,183
Change+36 (+0%)
Value$2.9M (-$204.9K)
Filed 2026-10-13
Marino, Stram & Associates LLC
DECREASED
Shares8,215 from 8,226
Change-11 (0%)
Value$2.9M (-$222.4K)
Filed 2026-10-22
Cadent Capital Advisors, LLC
DECREASED
Shares8,200 from 8,216
Change-16 (0%)
Value$2.9M (-$224.0K)
Filed 2026-10-09
Symmetry Partners, LLC
INCREASED
Shares8,196 from 7,192
Change+1,004 (+14%)
Value$2.9M (+$161.6K)
Filed 2026-10-27
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares8,169 from 8,293
Change-124 (-1%)
Value$2.9M (-$263.8K)
Filed 2026-10-14
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares8,150 from 5,019
Change+3,131 (+62%)
Value$2.9M (+$966.3K)
Filed 2026-10-13
Insight Wealth Partners, LLC
DECREASED
Shares8,133 from 8,666
Change-533 (-6%)
Value$2.9M (-$417.2K)
Filed 2026-10-26
Teamwork Financial Advisors, LLC
DECREASED
Shares8,114 from 38,303
Change-30,189 (-79%)
Value$2.8M (-$11.6M)
Filed 2026-10-19
Whalen Wealth Management Inc.
INCREASED
Shares8,107 from 5,973
Change+2,134 (+36%)
Value$2.8M (+$590.8K)
Filed 2026-10-08
Richards, Merrill & Peterson, Inc.
INCREASED
Shares8,084 from 7,186
Change+898 (+13%)
Value$2.8M (+$124.5K)
Filed 2026-10-19
Sunbeam Capital Management, LLC
DECREASED
Shares8,062 from 8,838
Change-776 (-9%)
Value$2.8M (-$507.1K)
Filed 2026-11-05
PFW Advisors LLC
INCREASED
Shares8,036 from 5,990
Change+2,046 (+34%)
Value$2.8M (+$559.4K)
Filed 2026-10-07
Vanguard Capital Wealth Advisors
DECREASED
Shares8,028 from 8,321
Change-293 (-4%)
Value$2.8M (-$323.9K)
Filed 2026-10-16
Integral Investment Advisors, Inc.
DECREASED
Shares8,013 from 8,063
Change-50 (-1%)
Value$2.8M (-$231.7K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares8,012 from 8,245
Change-233 (-3%)
Value$2.8M (-$300.9K)
Filed 2026-11-04
Aspiriant, LLC
DECREASED
Shares8,007 from 12,395
Change-4,388 (-35%)
Value$2.8M (-$1.9M)
Filed 2026-10-16
MN Wealth Advisors, LLC
DECREASED
Shares7,966 from 8,794
Change-828 (-9%)
Value$2.8M (-$524.2K)
Filed 2026-10-23
Baker Tilly Wealth Management, LLC
INCREASED
Shares7,957 from 7,719
Change+238 (+3%)
Value$2.8M (-$121.6K)
Filed 2026-10-05
Invera Wealth Advisors, LLC
INCREASED
Shares7,926 from 7,502
Change+424 (+6%)
Value$2.8M (-$50.3K)
Filed 2026-10-28
Bright Futures Wealth Management, Llc.
DECREASED
Shares7,901 from 7,904
Change-3 (0%)
Value$2.8M (-$211.0K)
Filed 2026-10-23
Values First Advisors, Inc.
DECREASED
Shares7,895 from 8,474
Change-579 (-7%)
Value$2.8M (-$428.5K)
Filed 2026-10-23
Avantra Family Wealth, Inc.
INCREASED
Shares7,892 from 7,831
Change+61 (+1%)
Value$2.8M (-$186.6K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
DECREASED
Shares7,890 from 7,898
Change-8 (0%)
Value$2.8M (-$212.6K)
Filed 2026-11-04
AMG Asset Management Group, Inc.
DECREASED
Shares7,869 from 9,817
Change-1,948 (-20%)
Value$2.8M (-$945.1K)
Filed 2026-10-21
Goldstein Advisors, LLC
INCREASED
Shares7,860 from 6,735
Change+1,125 (+17%)
Value$2.8M (+$216.2K)
Filed 2026-10-15
Tannin Capital LLC
DECREASED
Shares7,854 from 8,953
Change-1,099 (-12%)
Value$2.8M (-$623.8K)
Filed 2026-11-05
Register Financial Advisors LLC
DECREASED
Shares7,850 from 7,915
Change-65 (-1%)
Value$2.8M (-$233.2K)
Filed 2026-10-23
Chemung Canal Trust Co
INCREASED
Shares7,847 from 7,648
Change+199 (+3%)
Value$2.8M (-$133.3K)
Filed 2026-11-04
Red Mountain Financial, LLC
DECREASED
Shares7,806 from 7,851
Change-45 (-1%)
Value$2.7M (-$224.5K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
DECREASED
Shares7,800 from 7,847
Change-47 (-1%)
Value$2.7M (-$225.1K)
Filed 2026-10-28
First Command Advisory Services, Inc.
INCREASED
Shares7,758 from 4,763
Change+2,995 (+63%)
Value$2.7M (+$925.3K)
Filed 2026-11-05
BankChampaign, National Association
DECREASED
Shares7,756 from 7,994
Change-238 (-3%)
Value$2.7M (-$295.9K)
Filed 2026-10-19
Ticino Wealth
INCREASED
Shares7,720 from 7,067
Change+653 (+9%)
Value$2.7M (+$41.6K)
Filed 2026-10-13
BAM Wealth Management, LLC
INCREASED
Shares7,707 from 6,783
Change+924 (+14%)
Value$2.7M (+$144.4K)
Filed 2026-10-15
Warren Street Wealth Advisors, LLC
INCREASED
Shares7,690 from 7,328
Change+362 (+5%)
Value$2.7M (-$67.6K)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
DECREASED
Shares7,686 from 7,708
Change-22 (0%)
Value$2.7M (-$212.4K)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED
Shares7,647 from 5,886
Change+1,761 (+30%)
Value$2.7M (+$462.0K)
Filed 2026-10-27
Congress Park Capital LLC
INCREASED
Shares7,638 from 7,367
Change+271 (+4%)
Value$2.7M (-$100.3K)
Filed 2026-10-13
Meridian Financial Partners LLC
INCREASED
Shares7,634 from 7,586
Change+48 (+1%)
Value$2.6M (-$362.5K)
Filed 2026-10-23
Wedge Capital Management L L P
INCREASED
Shares7,625 from 7,176
Change+449 (+6%)
Value$2.7M (-$32.9K)
Filed 2026-10-13
Woodward Diversified Capital, LLC
INCREASED
Shares7,615 from 7,484
Change+131 (+2%)
Value$2.7M (-$152.7K)
Filed 2026-10-21
55 North Private Wealth, LLC
INCREASED
Shares7,596 from 7,513
Change+83 (+1%)
Value$2.7M (-$170.4K)
Filed 2026-10-20
DCF Advisers, LLC
INCREASED
Shares7,575 from 7,125
Change+450 (+6%)
Value$2.7M (-$31.2K)
Filed 2026-11-04
EdgeRock Capital LLC
INCREASED
Shares7,571 from 6,797
Change+774 (+11%)
Value$2.7M (+$91.4K)
Filed 2026-11-03
Rational Advisors, Inc.
INCREASED
Shares7,547 from 4,140
Change+3,407 (+82%)
Value$2.7M (+$1.1M)
Filed 2026-11-02
Hoxton Planning & Management, LLC
DECREASED
Shares7,547 from 7,550
Change-3 (0%)
Value$2.7M (-$201.6K)
Filed 2026-10-15
Value Partners Investments Inc.
INCREASED
Shares7,545 from 7,011
Change+534 (+8%)
Value$2.7M (+$13.5K)
Filed 2026-10-19
GSG Advisors LLC
INCREASED
Shares7,544 from 6,090
Change+1,454 (+24%)
Value$2.6M (+$348.8K)
Filed 2026-11-03
Five Oceans Advisors
DECREASED
Shares7,526 from 8,097
Change-571 (-7%)
Value$2.6M (-$415.6K)
Filed 2026-10-22
Silphium Asset Management Ltd
DECREASED
Shares7,521 from 8,841
Change-1,320 (-15%)
Value$2.6M (-$698.4K)
Filed 2026-10-27
Twin Peaks Capital Ltd
DECREASED
Shares7,500 from 20,000
Change-12,500 (-62%)
Value$2.6M (-$4.9M)
Filed 2026-11-03
Elevation Wealth Management LLC
DECREASED
Shares7,496 from 7,513
Change-17 (0%)
Value$2.6M (-$205.8K)
Filed 2026-11-02
Mandatum Life Insurance Co Ltd
INCREASED
Shares7,495 from 940
Change+6,555 (+697%)
Value$2.6M (+$2.3M)
Filed 2026-11-06
Orrstown Financial Services Inc
INCREASED
Shares7,482 from 7,399
Change+83 (+1%)
Value$2.6M (-$167.4K)
Filed 2026-10-14
Evermay Wealth Management LLC
DECREASED
Shares7,442 from 8,151
Change-709 (-9%)
Value$2.6M (-$465.5K)
Filed 2026-11-05
Occidental Asset Management, LLC
INCREASED
Shares7,413 from 5,973
Change+1,440 (+24%)
Value$2.6M (+$347.1K)
Filed 2026-11-05
Manchester Financial Inc
DECREASED
Shares7,391 from 7,411
Change-20 (0%)
Value$2.6M (-$203.8K)
Filed 2026-10-15
Eads & Heald Wealth Management
DECREASED
Shares7,374 from 8,055
Change-681 (-8%)
Value$2.6M (-$453.1K)
Filed 2026-10-29
Mechanics Financial Corp
INCREASED
Shares7,369 from 7,201
Change+168 (+2%)
Value$2.6M (-$132.3K)
Filed 2026-11-05
Seamount Financial Group Inc
DECREASED
Shares7,364 from 7,441
Change-77 (-1%)
Value$2.6M (-$224.7K)
Filed 2026-10-21
Renasant Bank
DECREASED
Shares7,344 from 7,438
Change-94 (-1%)
Value$2.6M (-$230.6K)
Filed 2026-11-05
Shelter Rock Management, LLC
DECREASED
Shares7,320 from 9,505
Change-2,185 (-23%)
Value$2.6M (-$1.0M)
Filed 2026-10-09
DT Investment Partners, LLC
DECREASED
Shares7,314 from 7,481
Change-167 (-2%)
Value$2.6M (-$257.3K)
Filed 2026-10-27
Forza Wealth Management, LLC
INCREASED
Shares7,312 from 7,045
Change+267 (+4%)
Value$2.6M (-$93.3K)
Filed 2026-10-20
Spirit of America Management Corp
INCREASED
Shares7,300 from 6,900
Change+400 (+6%)
Value$2.6M (-$42.8K)
Filed 2026-10-14
Cypress Capital, LLC
INCREASED
Shares7,286 from 7,174
Change+112 (+2%)
Value$2.6M (-$151.2K)
Filed 2026-10-20
Veracity Capital LLC
DECREASED
Shares7,235 from 7,605
Change-370 (-5%)
Value$2.5M (-$332.2K)
Filed 2026-10-08
Cravens & Co Advisors, LLC
INCREASED
Shares7,222 from 6,990
Change+232 (+3%)
Value$2.5M (-$104.2K)
Filed 2026-10-16
Emerald Advisors, LLC
DECREASED
Shares7,216 from 7,262
Change-46 (-1%)
Value$2.5M (-$209.1K)
Filed 2026-10-13
Gold Investment Management Ltd.
DECREASED
Shares7,205 from 7,209
Change-4 (0%)
Value$2.5M (-$192.9K)
Filed 2026-10-19
Connective Portfolio Management, LLC
INCREASED
Shares7,195 from 4,295
Change+2,900 (+68%)
Value$2.5M (+$904.4K)
Filed 2026-10-22
Mitchell Sinkler & Starr
DECREASED
Shares7,135 from 7,290
Change-155 (-2%)
Value$2.5M (-$248.1K)
Filed 2026-10-13
Kozak & Associates, Inc.
DECREASED
Shares7,101 from 7,102
Change-1 (0%)
Value$2.5M (-$124.7K)
Filed 2026-10-29
Vivid Wealth Management, LLC
DECREASED
Shares7,092 from 7,169
Change-77 (-1%)
Value$2.5M (-$217.4K)
Filed 2026-10-27
McHugh Group, LLC
UNCHANGED
Shares7,086 from 7,086
Change0 (0%)
Value$2.5M (-$188.2K)
Filed 2026-10-19
Trust Co of the South
INCREASED
Shares7,057 from 7,005
Change+52 (+1%)
Value$2.5M (-$167.8K)
Filed 2026-10-21
Park Edge Advisors, LLC
INCREASED
Shares7,048 from 6,831
Change+217 (+3%)
Value$2.5M (-$105.3K)
Filed 2026-10-28
LexAurum Advisors, LLC
DECREASED
Shares7,045 from 7,582
Change-537 (-7%)
Value$2.5M (-$390.0K)
Filed 2026-10-19
Bosman Wealth Management, LLC
DECREASED
Shares7,041 from 10,061
Change-3,020 (-30%)
Value$2.5M (-$1.3M)
Filed 2026-10-28
Beacon Financial Advisory LLC
INCREASED
Shares7,036 from 6,812
Change+224 (+3%)
Value$2.5M (-$102.2K)
Filed 2026-10-16
Goldenstone Wealth Management LLC
INCREASED
Shares7,027 from 6,759
Change+268 (+4%)
Value$2.5M (-$85.3K)
Filed 2026-11-04
Bernardo Wealth Planning LLC
INCREASED
Shares7,022 from 3,123
Change+3,899 (+125%)
Value$2.5M (+$1.3M)
Filed 2026-10-23
Verum Partners LLC
INCREASED
Shares7,020 from 6,685
Change+335 (+5%)
Value$2.5M (-$59.9K)
Filed 2026-10-21
American State Bank (Iowa)
INCREASED
Shares7,017 from 6,626
Change+391 (+6%)
Value$2.5M (-$38.7K)
Filed 2026-11-03
Fagan Associates, Inc.
INCREASED
Shares7,015 from 3,965
Change+3,050 (+77%)
Value$2.5M (+$965.8K)
Filed 2026-10-13
Legacy Financial Strategies, LLC
INCREASED
Shares6,977 from 6,764
Change+213 (+3%)
Value$2.5M (-$105.0K)
Filed 2026-10-15
Guardian Partners Inc.
INCREASED
Shares6,969 from 3,814
Change+3,155 (+83%)
Value$2.4M (+$1.0M)
Filed 2026-10-21
Zullo Investment Group, Inc.
INCREASED
Shares6,949 from 6,919
Change+30 (+0%)
Value$2.4M (-$173.2K)
Filed 2026-10-20
Ejmk Ventures LLC
DECREASED
Shares6,936 from 7,556
Change-620 (-8%)
Value$2.4M (-$418.4K)
Filed 2026-10-21
Global Assets Advisory, LLC
DECREASED
Shares6,932 from 7,450
Change-518 (-7%)
Value$2.5M (-$243.0K)
Filed 2026-10-28
Hamilton Capital, LLC
DECREASED
Shares6,926 from 7,259
Change-333 (-5%)
Value$2.4M (-$309.7K)
Filed 2026-10-08
Element Pointe Advisors, LLC
DECREASED
Shares6,924 from 6,930
Change-6 (0%)
Value$2.4M (-$186.3K)
Filed 2026-10-21
First Community Trust NA
INCREASED
Shares6,916 from 5,971
Change+945 (+16%)
Value$2.4M (+$173.3K)
Filed 2026-10-07
Financial Security Advisor, Inc.
INCREASED
Shares6,900 from 6,073
Change+827 (+14%)
Value$2.4M (+$129.0K)
Filed 2026-11-03
Retirement Guys Formula LLC
INCREASED
Shares6,889 from 6,334
Change+555 (+9%)
Value$2.4M (+$26.4K)
Filed 2026-10-26
Heritage Investment Group, Inc.
INCREASED
Shares6,885 from 6,834
Change+51 (+1%)
Value$2.4M (-$163.6K)
Filed 2026-11-03
D.B. Root & Company, LLC
DECREASED
Shares6,884 from 7,162
Change-278 (-4%)
Value$2.4M (-$287.9K)
Filed 2026-11-04
Semus Wealth Partners LLC
INCREASED
Shares6,881 from 6,461
Change+420 (+7%)
Value$2.4M (-$24.3K)
Filed 2026-10-22
Washburn Capital Management, Inc.
DECREASED
Shares6,863 from 7,285
Change-422 (-6%)
Value$2.4M (-$341.7K)
Filed 2026-10-19
Challenger Wealth Management
DECREASED
Shares6,847 from 7,118
Change-271 (-4%)
Value$2.4M (-$284.4K)
Filed 2026-10-30
Greenspring Advisors, LLC
INCREASED
Shares6,839 from 6,678
Change+161 (+2%)
Value$2.4M (-$121.1K)
Filed 2026-11-05
Riversedge Advisors, LLC
DECREASED
Shares6,829 from 6,847
Change-18 (0%)
Value$2.4M (-$188.2K)
Filed 2026-10-09
Kennebec Savings Bank
DECREASED
Shares6,811 from 7,898
Change-1,087 (-14%)
Value$2.4M (-$591.5K)
Filed 2026-10-22
Bullock Wealth Management Group
DECREASED
Shares6,809 from 6,814
Change-5 (0%)
Value$2.3M (-$176.6K)
Filed 2026-10-09
Vaquero Private Wealth, LTD
DECREASED
Shares6,805 from 7,404
Change-599 (-8%)
Value$2.4M (-$407.0K)
Filed 2026-10-27
Walkner Condon Financial Advisors LLC
INCREASED
Shares6,803 from 6,157
Change+646 (+10%)
Value$2.4M (+$63.4K)
Filed 2026-11-02
Corundum Group, Inc.
INCREASED
Shares6,801 from 6,786
Change+15 (+0%)
Value$2.4M (-$175.0K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
INCREASED
Shares6,782 from 6,616
Change+166 (+3%)
Value$2.4M (-$117.0K)
Filed 2026-10-27
Brucke Financial, Inc.
INCREASED
Shares6,731 from 6,227
Change+504 (+8%)
Value$2.4M (+$11.6K)
Filed 2026-10-23
Thrive Wealth Management, LLC
INCREASED
Shares6,731 from 6,564
Change+167 (+3%)
Value$2.4M (-$115.7K)
Filed 2026-10-13
Adams Asset Advisors, LLC
UNCHANGED
Shares6,703 from 6,703
Change0 (0%)
Value$2.4M (-$178.0K)
Filed 2026-10-08
Absolute Capital Management, LLC
INCREASED
Shares6,688 from 4,609
Change+2,079 (+45%)
Value$2.3M (+$607.6K)
Filed 2026-10-16
Dutch Asset Corp
INCREASED
Shares6,669 from 6,229
Change+440 (+7%)
Value$2.3M (-$10.8K)
Filed 2026-10-20
Sara-Bay Financial
DECREASED
Shares6,665 from 6,989
Change-324 (-5%)
Value$2.3M (-$299.4K)
Filed 2026-10-21
Accel Wealth Management
DECREASED
Shares6,650 from 6,670
Change-20 (0%)
Value$2.3M (-$184.3K)
Filed 2026-10-13
J.P. Marvel Investment Advisors, LLC
UNCHANGED
Shares6,634 from 6,634
Change0 (0%)
Value$2.3M (-$176.2K)
Filed 2026-11-02
General Partner, Inc.
UNCHANGED
Shares6,630 from 6,630
Change0 (0%)
Value$2.3M (-$176.1K)
Filed 2026-10-05
Tcfg Investment Advisors, LLC
DECREASED
Shares6,602 from 6,752
Change-150 (-2%)
Value$2.3M (-$232.0K)
Filed 2026-10-20
Letson Investment Management, Inc.
UNCHANGED
Shares6,580 from 6,580
Change0 (0%)
Value$2.3M (-$174.8K)
Filed 2026-11-05
TBH Global Asset Management, LLC
DECREASED
Shares6,578 from 7,120
Change-542 (-8%)
Value$2.3M (-$379.5K)
Filed 2026-11-03
Western Financial Corp
INCREASED
Shares6,574 from 6,089
Change+485 (+8%)
Value$2.3M (+$8.5K)
Filed 2026-10-14
Focused Wealth Management, Inc
INCREASED
Shares6,568 from 6,523
Change+45 (+1%)
Value$2.3M (-$157.5K)
Filed 2026-10-30
Trueblood Wealth Management, LLC
DECREASED
Shares6,531 from 6,539
Change-8 (0%)
Value$2.3M (-$176.7K)
Filed 2026-10-23
Indiana Trust & Investment Management Co
DECREASED
Shares6,530 from 8,705
Change-2,175 (-25%)
Value$2.3M (-$995.0K)
Filed 2026-10-22
Traveka Wealth, LLC
INCREASED
Shares6,508 from 6,420
Change+88 (+1%)
Value$2.3M (-$139.6K)
Filed 2026-10-19
Eagle Strategies LLC
INCREASED
Shares6,496 from 6,436
Change+60 (+1%)
Value$2.3M (-$149.7K)
Filed 2026-10-16
Radnor Capital Management, LLC
INCREASED
Shares6,489 from 5,864
Change+625 (+11%)
Value$2.3M (+$63.7K)
Filed 2026-10-23
Crown Wealth Group, LLC
DECREASED
Shares6,480 from 6,691
Change-211 (-3%)
Value$2.3M (-$251.8K)
Filed 2026-10-19
Northside Capital Management, LLC
UNCHANGED
Shares6,456 from 6,456
Change0 (0%)
Value$2.3M (-$171.5K)
Filed 2026-10-13
Berkshire Money Management, Inc.
NEW
Shares6,442
Change+6,442
Value$2.3M
Filed 2026-10-21
Tanager Wealth Management LLP
INCREASED
Shares6,434 from 4,465
Change+1,969 (+44%)
Value$2.3M (+$572.9K)
Filed 2026-10-19
Henderson Brothers Financial Partners, LLC
INCREASED
Shares6,415 from 6,343
Change+72 (+1%)
Value$2.3M (-$143.2K)
Filed 2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares6,393 from 6,252
Change+141 (+2%)
Value$2.2M (-$116.8K)
Filed 2026-10-20
Womack Financial LLC
INCREASED
Shares6,382 from 6,380
Change+2 (+0%)
Value$2.2M (-$168.7K)
Filed 2026-10-14
Sage Rhino Capital LLC
DECREASED
Shares6,381 from 6,444
Change-63 (-1%)
Value$2.2M (-$193.0K)
Filed 2026-10-28
LifeWealth Investments, LLC
INCREASED
Shares6,354 from 6,125
Change+229 (+4%)
Value$2.2M (-$82.4K)
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED
Shares6,341 from 6,267
Change+74 (+1%)
Value$2.2M (-$140.7K)
Filed 2026-10-21
Whelan Financial
INCREASED
Shares6,322 from 5,685
Change+637 (+11%)
Value$2.2M (+$72.8K)
Filed 2026-10-28
Garrett Wealth Advisory Group, LLC
INCREASED
Shares6,310 from 6,099
Change+211 (+3%)
Value$2.2M (-$87.9K)
Filed 2026-10-22
Ascentis Wealth Management, LLC
INCREASED
Shares6,307 from 5,013
Change+1,294 (+26%)
Value$2.2M (+$321.3K)
Filed 2026-11-03
Quad-Cities Investment Group, LLC
DECREASED
Shares6,307 from 6,667
Change-360 (-5%)
Value$2.2M (-$303.6K)
Filed 2026-10-16
Outlook Wealth Advisors, LLC
DECREASED
Shares6,303 from 6,465
Change-162 (-3%)
Value$2.2M (-$229.1K)
Filed 2026-10-28
Arvest Investments, Inc.
DECREASED
Shares6,282 from 6,297
Change-15 (0%)
Value$2.2M (-$172.5K)
Filed 2026-10-21
Cahaba Wealth Management, Inc.
INCREASED
Shares6,256 from 6,040
Change+216 (+4%)
Value$2.2M (-$84.4K)
Filed 2026-10-26
Fairfield Financial Advisors, LTD
INCREASED
Shares6,254 from 4,841
Change+1,413 (+29%)
Value$2.2M (+$367.8K)
Filed 2026-10-14
Bria Capital Group, LLC
DECREASED
Shares6,249 from 10,586
Change-4,337 (-41%)
Value$2.2M (-$1.8M)
Filed 2026-10-22
NBH Bank
INCREASED
Shares6,223 from 5,994
Change+229 (+4%)
Value$2.2M (-$78.8K)
Filed 2026-11-05
David J Yvars Group
DECREASED
Shares6,221 from 6,560
Change-339 (-5%)
Value$2.2M (-$293.1K)
Filed 2026-10-09
Excalibur Management Corp
DECREASED
Shares6,213 from 6,513
Change-300 (-5%)
Value$2.2M (-$278.4K)
Filed 2026-11-02
Horst & Graben Wealth Management LLC
DECREASED
Shares6,204 from 6,237
Change-33 (-1%)
Value$2.2M (-$124.8K)
Filed 2026-11-02
Westco Advisory Services Inc
UNCHANGED
Shares6,203 from 6,203
Change0 (0%)
Value$2.2M (-$164.8K)
Filed 2026-10-14
Northeast Investment Management
INCREASED
Shares6,178 from 6,138
Change+40 (+1%)
Value$2.2M (-$149.0K)
Filed 2026-10-30
Retirement Planning Group, LLC
DECREASED
Shares6,146 from 6,311
Change-165 (-3%)
Value$2.2M (-$225.7K)
Filed 2026-10-19
Roman Butler Fullerton & Co
INCREASED
Shares6,144 from 6,002
Change+142 (+2%)
Value$2.1M (-$249.3K)
Filed 2026-10-27
Willner & Heller, LLC
INCREASED
Shares6,141 from 6,070
Change+71 (+1%)
Value$2.2M (-$136.2K)
Filed 2026-10-28
Harfst & Associates, Inc.
INCREASED
Shares6,126 from 5,537
Change+589 (+11%)
Value$2.2M (+$59.9K)
Filed 2026-10-20
Latitude Advisors, LLC
INCREASED
Shares6,113 from 6,088
Change+25 (+0%)
Value$2.1M (-$152.8K)
Filed 2026-10-27
Virtue Asset Management LLC
INCREASED
Shares6,102 from 5,953
Change+149 (+3%)
Value$2.1M (-$105.6K)
Filed 2026-10-21
Sterling Investment Advisors LLC
INCREASED
Shares6,081 from 6,070
Change+11 (+0%)
Value$2.1M (-$157.4K)
Filed 2026-10-27
Davidson Kahn Capital Management, LLC
INCREASED
Shares6,068 from 6,031
Change+37 (+1%)
Value$2.1M (-$147.1K)
Filed 2026-10-26
Crew Capital Management, Ltd
INCREASED
Shares6,048 from 5,924
Change+124 (+2%)
Value$2.1M (-$113.7K)
Filed 2026-10-28
Platform Technology Partners
INCREASED
Shares6,022 from 5,532
Change+490 (+9%)
Value$2.1M (+$25.2K)
Filed 2026-11-02
Genesee Capital Advisors, LLC
INCREASED
Shares5,999 from 5,898
Change+101 (+2%)
Value$2.1M (-$121.2K)
Filed 2026-10-20
Englebert Financial Advisers, LLC
INCREASED
Shares5,993 from 5,071
Change+922 (+18%)
Value$2.1M (+$189.0K)
Filed 2026-10-20
Sunburst Financial Group, LLC
INCREASED
Shares5,976 from 5,737
Change+239 (+4%)
Value$2.1M (-$68.4K)
Filed 2026-10-09
Rosenberg Matthew Hamilton
INCREASED
Shares5,974 from 5,736
Change+238 (+4%)
Value$2.1M (-$68.8K)
Filed 2026-10-05
Private Client Services, LLC
INCREASED
Shares5,948 from 5,795
Change+153 (+3%)
Value$2.1M (-$100.2K)
Filed 2026-10-02
Odyssey Capital Advisors, Inc.
DECREASED
Shares5,913 from 6,220
Change-307 (-5%)
Value$2.1M (-$273.0K)
Filed 2026-10-26
Boltwood Capital Management
INCREASED
Shares5,911 from 5,398
Change+513 (+10%)
Value$2.1M (+$36.8K)
Filed 2026-10-02
Stone Wealth Partners
INCREASED
Shares5,870 from 2,638
Change+3,232 (+123%)
Value$2.1M (+$1.1M)
Filed 2026-11-05
TigerOak Management, L.L.C.
INCREASED
Shares5,869 from 5,520
Change+349 (+6%)
Value$2.1M (-$24.0K)
Filed 2026-10-23
Leuthold Group, LLC
INCREASED
Shares5,862 from 3,600
Change+2,262 (+63%)
Value$2.1M (+$698.8K)
Filed 2026-11-04
ACT Advisors, Llc.
INCREASED
Shares5,843 from 5,620
Change+223 (+4%)
Value$2.1M (-$70.8K)
Filed 2026-10-15
Founders Grove Wealth Partners, LLC
INCREASED
Shares5,840 from 5,712
Change+128 (+2%)
Value$2.1M (-$106.8K)
Filed 2026-10-16
Coquina Private Wealth LLC
INCREASED
Shares5,831 from 5,822
Change+9 (+0%)
Value$2.0M (-$151.7K)
Filed 2026-10-27
Davidson Trust Co
DECREASED
Shares5,830 from 6,907
Change-1,077 (-16%)
Value$2.0M (-$561.7K)
Filed 2026-10-09
Paladin Wealth, LLC
INCREASED
Shares5,822 from 4,915
Change+907 (+18%)
Value$2.0M (+$188.0K)
Filed 2026-10-23
BOS Asset Management, LLC
DECREASED
Shares5,803 from 5,805
Change-2 (0%)
Value$2.0M (-$154.9K)
Filed 2026-10-09
Wincap Financial LLC
INCREASED
Shares5,800 from 5,063
Change+737 (+15%)
Value$2.0M (+$124.4K)
Filed 2026-10-20
Chatham Capital Group, Inc.
DECREASED
Shares5,795 from 6,195
Change-400 (-6%)
Value$2.0M (-$305.0K)
Filed 2026-10-16
Sulzberger Capital Advisors, Inc.
INCREASED
Shares5,795 from 5,717
Change+78 (+1%)
Value$2.0M (-$124.5K)
Filed 2026-10-20
Global Trust Wealth Management LLC
DECREASED
Shares5,795 from 5,841
Change-46 (-1%)
Value$2.0M (-$171.3K)
Filed 2026-10-14
Peachtree Investment Partners, LLC
DECREASED
Shares5,794 from 6,912
Change-1,118 (-16%)
Value$2.0M (-$576.2K)
Filed 2026-11-05
Pictet Bank & Trust Ltd
DECREASED
Shares5,788 from 5,953
Change-165 (-3%)
Value$2.0M (-$216.1K)
Filed 2026-10-21
Seven Mile Advisory
DECREASED
Shares5,772 from 5,991
Change-219 (-4%)
Value$2.0M (-$235.9K)
Filed 2026-10-22
Baron Wealth Management LLC
DECREASED
Shares5,762 from 6,333
Change-571 (-9%)
Value$2.0M (-$368.6K)
Filed 2026-10-27
Family Capital Management, Inc.
DECREASED
Shares5,745 from 5,839
Change-94 (-2%)
Value$2.0M (-$187.8K)
Filed 2026-11-03
Atala Financial Inc
INCREASED
Shares5,740 from 5,235
Change+505 (+10%)
Value$2.0M (+$38.3K)
Filed 2026-10-22
Financial Management Professionals, Inc.
DECREASED
Shares5,730 from 5,762
Change-32 (-1%)
Value$2.0M (-$164.3K)
Filed 2026-10-23
Silverleafe Capital Partners, LLC
INCREASED
Shares5,721 from 4,334
Change+1,387 (+32%)
Value$2.0M (+$372.0K)
Filed 2026-10-02
Haven Private, LLC
DECREASED
Shares5,704 from 6,300
Change-596 (-9%)
Value$2.0M (-$376.6K)
Filed 2026-10-27
Hobart Private Capital, LLC
DECREASED
Shares5,695 from 6,019
Change-324 (-5%)
Value$2.0M (-$273.7K)
Filed 2026-10-19
Fairscale Capital, LLC
INCREASED
Shares5,687 from 5,527
Change+160 (+3%)
Value$1.9M (-$233.4K)
Filed 2026-11-04
Family CFO Inc
INCREASED
Shares5,681 from 5,600
Change+81 (+1%)
Value$2.0M (-$120.3K)
Filed 2026-10-30
Dixon Fnancial Services, Inc.
INCREASED
Shares5,666 from 1,140
Change+4,526 (+397%)
Value$2.0M (+$1.6M)
Filed 2026-10-23
Abacus Wealth Partners, LLC
DECREASED
Shares5,656 from 5,744
Change-88 (-2%)
Value$2.0M (-$183.5K)
Filed 2026-11-03
GFS Advisors, LLC
INCREASED
Shares5,645 from 650
Change+4,995 (+768%)
Value$2.0M (+$1.4M)
Filed 2026-11-03
Zega Investments, LLC
DECREASED
Shares5,637 from 9,303
Change-3,666 (-39%)
Value$2.0M (-$1.5M)
Filed 2026-11-04
Financial & Tax Architects, LLC
DECREASED
Shares5,614 from 6,167
Change-553 (-9%)
Value$2.0M (-$357.8K)
Filed 2026-10-15
Aletheian Wealth Advisors LLC
INCREASED
Shares5,608 from 5,200
Change+408 (+8%)
Value$2.0M (+$5.2K)
Filed 2026-10-08
Tranquility Partners, LLC
DECREASED
Shares5,591 from 5,608
Change-17 (0%)
Value$2.0M (-$154.9K)
Filed 2026-10-20
Steel Grove Capital Advisors, LLC
INCREASED
Shares5,580 from 5,485
Change+95 (+2%)
Value$2.0M (-$112.3K)
Filed 2026-10-13
Northstar Asset Management Co
INCREASED
Shares5,580 from 5,575
Change+5 (+0%)
Value$1.9M (-$244.3K)
Filed 2026-10-22
Green Alpha Advisors, LLC
DECREASED
Shares5,578 from 5,894
Change-316 (-5%)
Value$2.0M (-$267.5K)
Filed 2026-10-08
Windsor Capital Management, LLC
DECREASED
Shares5,568 from 5,598
Change-30 (-1%)
Value$2.0M (-$159.5K)
Filed 2026-10-13
SkyOak Wealth, LLC
DECREASED
Shares5,562 from 6,636
Change-1,074 (-16%)
Value$2.0M (-$553.6K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares5,532 from 5,337
Change+195 (+4%)
Value$1.9M (-$73.4K)
Filed 2026-11-05
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED
Shares5,500 from 5,300
Change+200 (+4%)
Value$1.9M (-$70.5K)
Filed 2026-11-06
First Heartland Consultants, Inc.
INCREASED
Shares5,489 from 4,922
Change+567 (+12%)
Value$1.9M (+$68.2K)
Filed 2026-10-08
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares5,486 from 5,486
Change0 (0%)
Value$1.9M (-$145.7K)
Filed 2026-10-26
MKT Advisors LLC
DECREASED
Shares5,478 from 5,649
Change-171 (-3%)
Value$2.0M (-$121.5K)
Filed 2026-10-20
Matrix Trust Co
DECREASED
Shares5,457 from 9,948
Change-4,491 (-45%)
Value$1.9M (-$1.8M)
Filed 2026-10-07
Tamar Securities, LLC
INCREASED
Shares5,444 from 4,406
Change+1,038 (+24%)
Value$1.9M (+$247.4K)
Filed 2026-11-03
Vision Capital Management, Inc.
INCREASED
Shares5,439 from 4,901
Change+538 (+11%)
Value$1.9M (+$58.8K)
Filed 2026-10-20
Nicholas Wealth, Llc.
INCREASED
Shares5,437 from 4,989
Change+448 (+9%)
Value$1.9M (+$24.6K)
Filed 2026-10-26
Madson Wealth Advisors Inc
DECREASED
Shares5,425 from 5,468
Change-43 (-1%)
Value$1.9M (-$160.5K)
Filed 2026-10-13
Oakmont Investment Advisors, Inc.
DECREASED
Shares5,408 from 7,272
Change-1,864 (-26%)
Value$1.9M (-$847.7K)
Filed 2026-10-21
Curbstone Financial Management Corp
DECREASED
Shares5,400 from 5,450
Change-50 (-1%)
Value$1.9M (-$162.3K)
Filed 2026-10-21
New Covenant Trust Company, N.A.
INCREASED
Shares5,394 from 4,768
Change+626 (+13%)
Value$1.9M (+$93.2K)
Filed 2026-10-08
Werba Rubin Papier Wealth Management
INCREASED
Shares5,358 from 4,094
Change+1,264 (+31%)
Value$1.9M (+$335.0K)
Filed 2026-11-06
Hidden Cove Wealth Management, LLC
DECREASED
Shares5,321 from 5,439
Change-118 (-2%)
Value$1.9M (-$185.9K)
Filed 2026-10-19
Stevens Capital Partners
INCREASED
Shares5,311 from 4,968
Change+343 (+7%)
Value$1.9M (-$11.5K)
Filed 2026-10-29
Three Seasons Wealth, LLC
INCREASED
Shares5,301 from 5,204
Change+97 (+2%)
Value$1.9M (-$104.2K)
Filed 2026-11-03
Curat Global, LLC
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$1.9M (-$140.8K)
Filed 2026-10-26
Elevate Capital Advisors, LLC
DECREASED
Shares5,299 from 9,375
Change-4,076 (-43%)
Value$1.9M (-$1.7M)
Filed 2026-11-02
WealthPLAN Partners, LLC
INCREASED
Shares5,292 from 4,679
Change+613 (+13%)
Value$1.9M (+$91.3K)
Filed 2026-10-15
J. L. Bainbridge & Co., Inc.
INCREASED
Shares5,287 from 4,487
Change+800 (+18%)
Value$1.9M (+$161.8K)
Filed 2026-10-20
Garde Capital, Inc.
DECREASED
Shares5,275 from 5,346
Change-71 (-1%)
Value$1.9M (-$166.9K)
Filed 2026-10-29
Investors Asset Management of Georgia Inc
UNCHANGED
Shares5,270 from 5,270
Change0 (0%)
Value$1.9M (-$140.0K)
Filed 2026-10-20
Townsend Asset Management Corp
INCREASED
Shares5,268 from 5,187
Change+81 (+2%)
Value$1.9M (-$109.4K)
Filed 2026-10-29
Argyle Capital Management, LLC
DECREASED
Shares5,253 from 5,358
Change-105 (-2%)
Value$1.8M (-$179.2K)
Filed 2026-10-28
United Community Bank
INCREASED
Shares5,231 from 5,189
Change+42 (+1%)
Value$1.8M (-$123.1K)
Filed 2026-10-28
Central Valley Advisors, LLC
DECREASED
Shares5,227 from 6,796
Change-1,569 (-23%)
Value$1.8M (-$731.6K)
Filed 2026-10-27
Syntax Research, Inc.
DECREASED
Shares5,221 from 5,760
Change-539 (-9%)
Value$1.8M (-$342.2K)
Filed 2026-11-04
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares5,205 from 3,653
Change+1,552 (+42%)
Value$1.8M (+$448.0K)
Filed 2026-11-04
Security Financial Services, Inc.
DECREASED
Shares5,205 from 5,430
Change-225 (-4%)
Value$1.8M (-$223.2K)
Filed 2026-10-29
Warwick Investment Management, Inc.
DECREASED
Shares5,195 from 5,368
Change-173 (-3%)
Value$1.8M (-$203.3K)
Filed 2026-10-19
Ullmann Wealth Partners Group, LLC
DECREASED
Shares5,195 from 5,243
Change-48 (-1%)
Value$1.8M (-$155.9K)
Filed 2026-11-02
McNaughton Wealth Management, LLC
INCREASED
Shares5,187 from 5,062
Change+125 (+2%)
Value$1.8M (-$90.5K)
Filed 2026-10-09
Magnolia Capital Management LTD
UNCHANGED
Shares5,167 from 5,167
Change0 (0%)
Value$1.8M (-$137.0K)
Filed 2026-10-09
Saxony Capital Management, LLC
DECREASED
Shares5,164 from 5,416
Change-252 (-5%)
Value$1.8M (-$232.4K)
Filed 2026-10-15
Solitude Financial Services
INCREASED
Shares5,156 from 5,148
Change+8 (+0%)
Value$1.8M (-$133.9K)
Filed 2026-10-26
Lawood & Co
INCREASED
Shares5,152 from 5,084
Change+68 (+1%)
Value$1.8M (-$111.2K)
Filed 2026-10-09
Heck Capital Advisors, LLC
DECREASED
Shares5,139 from 23,975
Change-18,836 (-79%)
Value$1.8M (-$7.3M)
Filed 2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares5,130 from 5,130
Change0 (0%)
Value$1.9M ($0)
Filed 2026-11-03
Abner Herrman & Brock LLC
INCREASED
Shares5,127 from 3,597
Change+1,530 (+43%)
Value$1.8M (+$441.0K)
Filed 2026-10-20
Worth Asset Management, LLC
DECREASED
Shares5,123 from 6,358
Change-1,235 (-19%)
Value$1.8M (-$602.5K)
Filed 2026-10-07
Emergent Wealth Advisors, LLC
DECREASED
Shares5,123 from 5,214
Change-91 (-2%)
Value$1.8M (-$191.0K)
Filed 2026-10-09
FAI Advisors, Inc.
INCREASED
Shares5,100 from 4,921
Change+179 (+4%)
Value$1.8M (-$67.8K)
Filed 2026-10-27
Fishman JAY A LTD
DECREASED
Shares5,092 from 6,442
Change-1,350 (-21%)
Value$1.8M (-$645.2K)
Filed 2026-10-26
BayBridge Capital Group, LLC
DECREASED
Shares5,090 from 6,180
Change-1,090 (-18%)
Value$1.8M (-$546.9K)
Filed 2026-10-13
Morton Capital Management LLC
INCREASED
Shares5,075 from 5,025
Change+50 (+1%)
Value$1.8M (-$115.9K)
Filed 2026-10-23
Advisory Resource Group
INCREASED
Shares5,069 from 4,972
Change+97 (+2%)
Value$1.8M (-$97.9K)
Filed 2026-10-26
Motive Wealth Advisors
INCREASED
Shares5,065 from 5,044
Change+21 (+0%)
Value$1.8M (-$126.6K)
Filed 2026-10-26
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares5,048 from 3,369
Change+1,679 (+50%)
Value$1.8M (+$500.7K)
Filed 2026-10-09
Lynch & Associates
INCREASED
Shares5,048 from 4,986
Change+62 (+1%)
Value$1.8M (-$110.7K)
Filed 2026-10-13
Archvest Wealth Advisors, Inc.
INCREASED
Shares5,035 from 3,287
Change+1,748 (+53%)
Value$1.8M (+$526.3K)
Filed 2026-10-29
Thor Trading Advisors, LLC
INCREASED
Shares5,032 from 4,330
Change+702 (+16%)
Value$1.8M (+$131.5K)
Filed 2026-11-05
Beacon Bank & Trust
DECREASED
Shares5,031 from 5,481
Change-450 (-8%)
Value$1.8M (-$303.6K)
Filed 2026-10-27
InTrack Investment Management Inc
INCREASED
Shares5,025 from 3,942
Change+1,083 (+27%)
Value$1.8M (+$275.6K)
Filed 2026-10-15
Compass Wealth Management, LLC
DECREASED
Shares5,018 from 5,019
Change-1 (0%)
Value$1.8M (-$133.3K)
Filed 2026-10-30
Evolution Wealth Advisors, LLC
INCREASED
Shares5,003 from 4,773
Change+230 (+5%)
Value$1.8M (-$45.9K)
Filed 2026-11-03
Alternative Investment Advisors, Llc.
INCREASED
Shares5,003 from 4,972
Change+31 (+1%)
Value$1.8M (-$120.5K)
Filed 2026-11-03
Parametrica Management Ltd
DECREASED
Shares5,000 from 10,031
Change-5,031 (-50%)
Value$1.8M (-$2.0M)
Filed 2026-10-27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares5,000 from 8,935
Change-3,935 (-44%)
Value$1.8M (-$1.6M)
Filed 2026-11-06
Norway Savings Bank
INCREASED
Shares5,000 from 4,486
Change+514 (+11%)
Value$1.8M (+$61.4K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
DECREASED
Shares4,997 from 5,005
Change-8 (0%)
Value$1.8M (-$135.5K)
Filed 2026-10-16
Integris Wealth Management, LLC
INCREASED
Shares4,995 from 2,336
Change+2,659 (+114%)
Value$1.8M (+$871.8K)
Filed 2026-10-14
Advisory Solutions Group, LLC
INCREASED
Shares4,983 from 1,272
Change+3,711 (+292%)
Value$1.7M (+$1.3M)
Filed 2026-10-14
OceanIQ Capital, LLC
INCREASED
Shares4,957 from 2,124
Change+2,833 (+133%)
Value$1.8M (+$887.4K)
Filed 2026-10-19
Pekin Hardy Strauss, Inc.
DECREASED
Shares4,948 from 4,958
Change-10 (0%)
Value$1.7M (-$135.2K)
Filed 2026-11-02
Meadowbrook Wealth Management, LLC
UNCHANGED
Shares4,940 from 4,940
Change0 (0%)
Value$1.7M (-$89.7K)
Filed 2026-10-08
XY Planning Network, Inc.
INCREASED
Shares4,935 from 4,764
Change+171 (+4%)
Value$1.7M (-$66.4K)
Filed 2026-10-14
Centennial Wealth Advisory LLC
DECREASED
Shares4,908 from 5,004
Change-96 (-2%)
Value$1.7M (-$164.8K)
Filed 2026-10-16
Balentine LLC
DECREASED
Shares4,907 from 9,094
Change-4,187 (-46%)
Value$1.7M (-$1.7M)
Filed 2026-11-03
Navigation Group, LLC
INCREASED
Shares4,906 from 4,793
Change+113 (+2%)
Value$1.7M (-$87.6K)
Filed 2026-10-28
Box Hill Private Wealth LLC
DECREASED
Shares4,903 from 4,991
Change-88 (-2%)
Value$1.7M (-$163.4K)
Filed 2026-10-05
Alliance Wealth Advisors, LLC
DECREASED
Shares4,901 from 5,301
Change-400 (-8%)
Value$1.7M (-$281.3K)
Filed 2026-10-28
Inlet Private Wealth, LLC
UNCHANGED
Shares4,883 from 4,883
Change0 (0%)
Value$1.7M (-$129.7K)
Filed 2026-10-21
Cassia Capital Partners, LLC
DECREASED
Shares4,881 from 4,887
Change-6 (0%)
Value$1.7M (-$132.0K)
Filed 2026-11-04
Marion Wealth Management
INCREASED
Shares4,878 from 4,817
Change+61 (+1%)
Value$1.7M (-$106.7K)
Filed 2026-10-22
FDx Advisors, Inc.
INCREASED
Shares4,872 from 4,399
Change+473 (+11%)
Value$1.7M (+$49.0K)
Filed 2026-11-05
Redmond Asset Management, LLC
DECREASED
Shares4,861 from 4,931
Change-70 (-1%)
Value$1.7M (-$155.6K)
Filed 2026-10-27
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares4,855 from 4,855
Change0 (0%)
Value$1.7M (-$128.9K)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
INCREASED
Shares4,845 from 4,740
Change+105 (+2%)
Value$1.7M (-$89.0K)
Filed 2026-10-20
Ebert Capital Management Inc.
INCREASED
Shares4,810 from 3,983
Change+827 (+21%)
Value$1.7M (+$184.6K)
Filed 2026-10-08
August Group Capital Ltd
DECREASED
Shares4,805 from 4,811
Change-6 (0%)
Value$1.7M (-$129.9K)
Filed 2026-10-14
Gallagher Capital Advisors, LLC
INCREASED
Shares4,804 from 4,770
Change+34 (+1%)
Value$1.7M (-$80.9K)
Filed 2026-10-09
Portus Wealth Advisors, LLC
DECREASED
Shares4,801 from 5,091
Change-290 (-6%)
Value$1.7M (-$237.1K)
Filed 2026-10-13
Shelton Wealth Management, LLC
INCREASED
Shares4,775 from 3,852
Change+923 (+24%)
Value$1.7M (+$221.9K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
DECREASED
Shares4,773 from 5,001
Change-228 (-5%)
Value$1.7M (-$212.7K)
Filed 2026-10-29
Arwa LLC
DECREASED
Shares4,750 from 4,826
Change-76 (-2%)
Value$1.7M (-$110.0K)
Filed 2026-10-21
Corps Capital Advisors, LLC
UNCHANGED
Shares4,744 from 4,744
Change0 (0%)
Value$1.7M (-$126.0K)
Filed 2026-11-05
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares4,734 from 4,734
Change0 (0%)
Value$1.7M (-$125.7K)
Filed 2026-10-07
Gill Capital Partners, LLC
UNCHANGED
Shares4,730 from 4,730
Change0 (0%)
Value$1.7M (-$125.6K)
Filed 2026-10-13
Worthington Financial Partners, LLC
INCREASED
Shares4,727 from 4,678
Change+49 (+1%)
Value$1.7M (-$107.2K)
Filed 2026-10-13
Connecticut Capital Management Group, LLC
INCREASED
Shares4,708 from 4,602
Change+106 (+2%)
Value$1.7M (-$85.0K)
Filed 2026-10-29
Uniting Wealth Partners, LLC
INCREASED
Shares4,697 from 4,025
Change+672 (+17%)
Value$1.6M (+$129.1K)
Filed 2026-11-06
Lantern Wealth Advisors, LLC
INCREASED
Shares4,679 from 4,482
Change+197 (+4%)
Value$1.6M (-$50.1K)
Filed 2026-10-22
RVW Wealth, LLC
INCREASED
Shares4,663 from 3,600
Change+1,063 (+30%)
Value$1.6M (+$277.7K)
Filed 2026-10-06
Kellett Wealth Advisors, LLC
INCREASED
Shares4,655 from 4,567
Change+88 (+2%)
Value$1.6M (-$90.3K)
Filed 2026-10-15
Revisor Wealth Management LLC
INCREASED
Shares4,650 from 3,549
Change+1,101 (+31%)
Value$1.5M (+$207.9K)
Filed 2026-10-20
Aries Wealth Management
INCREASED
Shares4,647 from 4,102
Change+545 (+13%)
Value$1.6M (+$82.4K)
Filed 2026-10-23
Barings LLC
DECREASED
Shares4,642 from 5,036
Change-394 (-8%)
Value$1.6M (-$272.1K)
Filed 2026-10-22
Beacon Capital Management, LLC
INCREASED
Shares4,640 from 4,492
Change+148 (+3%)
Value$1.6M (-$67.4K)
Filed 2026-10-23
Paulson Wealth Management Inc.
DECREASED
Shares4,638 from 4,705
Change-67 (-1%)
Value$1.6M (-$148.5K)
Filed 2026-11-02
Sutton Place Investors LLC
INCREASED
Shares4,633 from 4,263
Change+370 (+9%)
Value$1.6M (+$16.7K)
Filed 2026-10-20
Accredited Investors Inc.
DECREASED
Shares4,607 from 5,192
Change-585 (-11%)
Value$1.6M (-$343.3K)
Filed 2026-11-03
Catalyst Private Wealth, LLC
INCREASED
Shares4,605 from 4,382
Change+223 (+5%)
Value$1.6M (-$38.1K)
Filed 2026-10-13
Flynn Zito Capital Management, LLC
INCREASED
Shares4,588 from 4,472
Change+116 (+3%)
Value$1.6M (-$77.9K)
Filed 2026-11-04
Wealthcare Capital Partners, LLC
INCREASED
Shares4,586 from 4,407
Change+179 (+4%)
Value$1.6M (-$54.1K)
Filed 2026-10-21
Unique Wealth, LLC
DECREASED
Shares4,586 from 4,603
Change-17 (0%)
Value$1.6M (-$128.2K)
Filed 2026-10-16
Carlson Financial, Inc.
DECREASED
Shares4,582 from 4,646
Change-64 (-1%)
Value$1.6M (-$147.5K)
Filed 2026-11-05
Apeiron RIA LLC
INCREASED
Shares4,575 from 1,819
Change+2,756 (+152%)
Value$1.6M (+$885.1K)
Filed 2026-10-08
Abacus Planning Group, Inc.
INCREASED
Shares4,550 from 4,326
Change+224 (+5%)
Value$1.6M (-$36.2K)
Filed 2026-11-02
Genesis Private Wealth, LLC
INCREASED
Shares4,548 from 4,390
Change+158 (+4%)
Value$1.6M (-$61.1K)
Filed 2026-11-02
Clark Financial Services Group Inc
INCREASED
Shares4,544 from 4,379
Change+165 (+4%)
Value$1.6M (-$58.4K)
Filed 2026-10-19
MRA Advisory Group
DECREASED
Shares4,536 from 4,695
Change-159 (-3%)
Value$1.6M (-$180.6K)
Filed 2026-10-07
Pilgrim Partners Asia Pte Ltd
INCREASED
Shares4,528 from 4,120
Change+408 (+10%)
Value$1.6M (+$33.9K)
Filed 2026-10-29
Quantum Financial Advisors, LLC
INCREASED
Shares4,516 from 3,639
Change+877 (+24%)
Value$1.6M (+$211.3K)
Filed 2026-11-03
Braun-Bostich & Associates Inc.
DECREASED
Shares4,475 from 4,665
Change-190 (-4%)
Value$1.6M (-$190.6K)
Filed 2026-10-20
TFB Advisors LLC
INCREASED
Shares4,474 from 4,356
Change+118 (+3%)
Value$1.6M (-$74.3K)
Filed 2026-11-02
Advisor Resource Council
DECREASED
Shares4,473 from 5,005
Change-532 (-11%)
Value$1.6M (-$251.6K)
Filed 2026-11-05
Lpwm LLC
DECREASED
Shares4,466 from 4,750
Change-284 (-6%)
Value$1.6M (-$225.9K)
Filed 2026-10-20
Aventus Investment Advisors, Inc.
INCREASED
Shares4,464 from 4,256
Change+208 (+5%)
Value$1.6M (-$40.0K)
Filed 2026-10-09
Spartan Planning & Wealth Management
DECREASED
Shares4,462 from 5,752
Change-1,290 (-22%)
Value$1.6M (-$605.6K)
Filed 2026-10-13
Wealth Group, Ltd.
DECREASED
Shares4,461 from 15,435
Change-10,974 (-71%)
Value$1.6M (-$4.3M)
Filed 2026-10-30
Code Waechter LLC
INCREASED
Shares4,461 from 3,910
Change+551 (+14%)
Value$1.6M (+$89.7K)
Filed 2026-10-23
Global Trust Asset Management, LLC
INCREASED
Shares4,461 from 4,263
Change+198 (+5%)
Value$1.6M (-$43.4K)
Filed 2026-10-19
Investment Management Trust, LLC
INCREASED
Shares4,456 from 4,433
Change+23 (+1%)
Value$1.6M (-$109.6K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
NEW
Shares4,452
Change+4,452
Value$1.6M
Filed 2026-10-22
Embree Financial Group
INCREASED
Shares4,447 from 4,263
Change+184 (+4%)
Value$1.6M (-$48.6K)
Filed 2026-10-22
Patrick M Sweeney & Associates, Inc
DECREASED
Shares4,446 from 4,448
Change-2 (0%)
Value$1.6M (-$118.7K)
Filed 2026-10-22
Capital Wealth Alliance, LLC
INCREASED
Shares4,432 from 3,128
Change+1,304 (+42%)
Value$1.6M (+$375.1K)
Filed 2026-10-20
Midland Wealth Advisors, LLC
DECREASED
Shares4,432 from 4,467
Change-35 (-1%)
Value$1.6M (-$130.9K)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares4,431 from 4,431
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-26
Telos Capital Management, Inc.
INCREASED
Shares4,428 from 4,011
Change+417 (+10%)
Value$1.6M (+$39.9K)
Filed 2026-11-02
MV Capital Management, Inc.
DECREASED
Shares4,428 from 4,474
Change-46 (-1%)
Value$1.6M (-$135.0K)
Filed 2026-10-29
Hill Island Financial LLC
INCREASED
Shares4,416 from 4,355
Change+61 (+1%)
Value$1.6M (-$94.3K)
Filed 2026-10-20
Focus Wealth Advisors, LLC
INCREASED
Shares4,412 from 4,410
Change+2 (+0%)
Value$1.5M (-$116.4K)
Filed 2026-10-14
Guidance Point Advisors, LLC
INCREASED
Shares4,407 from 4,402
Change+5 (+0%)
Value$1.5M (-$115.2K)
Filed 2026-10-15
Shariaportfolio, Inc.
DECREASED
Shares4,404 from 8,902
Change-4,498 (-51%)
Value$1.5M (-$1.8M)
Filed 2026-10-20
Intergy Private Wealth, LLC
DECREASED
Shares4,404 from 4,444
Change-40 (-1%)
Value$1.5M (-$132.1K)
Filed 2026-10-16
Corda Investment Management, Llc.
INCREASED
Shares4,398 from 4,231
Change+167 (+4%)
Value$1.5M (-$53.7K)
Filed 2026-10-22
Cypress Point Wealth Management, LLC
DECREASED
Shares4,389 from 4,622
Change-233 (-5%)
Value$1.5M (-$204.7K)
Filed 2026-11-03
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares4,385 from 4,337
Change+48 (+1%)
Value$1.5M (-$98.2K)
Filed 2026-10-29
Bluedoor Private Wealth, LLC
INCREASED
Shares4,362 from 4,349
Change+13 (+0%)
Value$1.5M (-$110.9K)
Filed 2026-11-05
Greenfield Savings Bank
INCREASED
Shares4,354 from 4,191
Change+163 (+4%)
Value$1.5M (-$54.1K)
Filed 2026-10-07
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares4,347
Change+4,347
Value$1.5M
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares4,347 from 11,973
Change-7,626 (-64%)
Value$1.5M (-$3.0M)
Filed 2026-10-20
Keudell ison Wealth Management
DECREASED
Shares4,345 from 4,416
Change-71 (-2%)
Value$1.5M (-$142.2K)
Filed 2026-10-16
Peterson Wealth Management
DECREASED
Shares4,342 from 11,177
Change-6,835 (-61%)
Value$1.5M (-$2.7M)
Filed 2026-11-06
Fulcrum Wealth Advisors, LLC
DECREASED
Shares4,333 from 8,259
Change-3,926 (-48%)
Value$1.5M (-$1.6M)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
DECREASED
Shares4,327 from 5,663
Change-1,336 (-24%)
Value$1.5M (-$619.8K)
Filed 2026-10-23
Optivise Advisory Services LLC
INCREASED
Shares4,322 from 4,008
Change+314 (+8%)
Value$1.5M (+$3.7K)
Filed 2026-10-19
Elevated Private Wealth, LLC
DECREASED
Shares4,319 from 4,404
Change-85 (-2%)
Value$1.5M (-$146.8K)
Filed 2026-10-15
Trail Ridge Investment Advisors, LLC
DECREASED
Shares4,309 from 4,855
Change-546 (-11%)
Value$1.5M (-$320.7K)
Filed 2026-10-16
Steinberganna Wealth Management
DECREASED
Shares4,307 from 4,915
Change-608 (-12%)
Value$1.5M (-$344.1K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
INCREASED
Shares4,305 from 2,087
Change+2,218 (+106%)
Value$1.5M (+$723.3K)
Filed 2026-10-13
Benin Management Corp
UNCHANGED
Shares4,301 from 4,301
Change0 (0%)
Value$1.5M (-$114.2K)
Filed 2026-10-22
Firethorn Wealth Partners, LLC
INCREASED
Shares4,299 from 4,163
Change+136 (+3%)
Value$1.5M (-$63.1K)
Filed 2026-10-14
Richardson Financial Services Inc.
INCREASED
Shares4,288 from 4,100
Change+188 (+5%)
Value$1.5M (-$42.9K)
Filed 2026-10-30
Avail Investment Partners, LLC
INCREASED
Shares4,286 from 4,181
Change+105 (+3%)
Value$1.5M (-$74.1K)
Filed 2026-10-16
Gilman Hill Asset Management, LLC
INCREASED
Shares4,280 from 3,954
Change+326 (+8%)
Value$1.5M (+$9.7K)
Filed 2026-10-13
Sidoxia Capital Management, LLC
INCREASED
Shares4,259 from 4,135
Change+124 (+3%)
Value$1.5M (-$66.3K)
Filed 2026-10-28
waypoint wealth counsel
INCREASED
Shares4,254 from 3,816
Change+438 (+11%)
Value$1.5M (+$52.5K)
Filed 2026-10-22
Key Client Fiduciary Advisors, LLC
DECREASED
Shares4,247 from 4,344
Change-97 (-2%)
Value$1.5M (-$149.5K)
Filed 2026-10-19
Whitener Capital Management, Inc.
INCREASED
Shares4,223 from 3,594
Change+629 (+18%)
Value$1.5M (+$125.4K)
Filed 2026-10-15
Cannon Advisors, Inc.
DECREASED
Shares4,219 from 4,252
Change-33 (-1%)
Value$1.5M (-$147.0K)
Filed 2026-10-14
Carnegie Lake Advisors LLC
DECREASED
Shares4,212 from 7,290
Change-3,078 (-42%)
Value$2.6M (-$138.5K)
Filed 2026-11-03
TSG Advice Partners, LLC
NEW
Shares4,209
Change+4,209
Value$1.6M
Filed 2026-10-29
Verity Asset Management, Inc.
INCREASED
Shares4,207 from 4,088
Change+119 (+3%)
Value$1.5M (-$66.7K)
Filed 2026-10-30
Rose Capital Advisors LLC
INCREASED
Shares4,194 from 801
Change+3,393 (+424%)
Value$1.5M (+$1.2M)
Filed 2026-11-04
Fulcrum Equity Management
INCREASED
Shares4,193 from 3,667
Change+526 (+14%)
Value$1.5M (+$87.4K)
Filed 2026-10-21
Total Wealth Planning & Management, Inc.
DECREASED
Shares4,188 from 4,198
Change-10 (0%)
Value$1.5M (-$115.0K)
Filed 2026-10-23
RW Investment Management LLC
DECREASED
Shares4,183 from 4,200
Change-17 (0%)
Value$1.5M (-$117.5K)
Filed 2026-11-03
MFA Wealth Services
DECREASED
Shares4,182 from 4,330
Change-148 (-3%)
Value$1.5M (-$166.8K)
Filed 2026-10-14
Weaver Consulting Group
INCREASED
Shares4,160 from 3,785
Change+375 (+10%)
Value$1.5M (+$31.2K)
Filed 2026-10-07
Smith Shellnut Wilson LLC
DECREASED
Shares4,157 from 4,299
Change-142 (-3%)
Value$1.5M (-$164.1K)
Filed 2026-10-21
Cox Capital Mgt LLC
DECREASED
Shares4,146 from 4,171
Change-25 (-1%)
Value$1.5M (-$119.5K)
Filed 2026-10-07
Coyle Financial Counsel LLC
DECREASED
Shares4,142 from 4,288
Change-146 (-3%)
Value$1.5M (-$165.2K)
Filed 2026-10-28
DecisionMap Wealth Management, LLC
DECREASED
Shares4,139 from 4,463
Change-324 (-7%)
Value$1.5M (-$232.3K)
Filed 2026-10-29
Cyr Financial Inc.
INCREASED
Shares4,135 from 3,839
Change+296 (+8%)
Value$1.5M (+$2.1K)
Filed 2026-10-16
Mascagni Wealth Management, Inc.
INCREASED
Shares4,123 from 3,989
Change+134 (+3%)
Value$1.4M (-$59.0K)
Filed 2026-10-23
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares4,112 from 4,112
Change0 (0%)
Value$1.4M (-$109.2K)
Filed 2026-10-13
Westwind Capital
DECREASED
Shares4,109 from 4,187
Change-78 (-2%)
Value$1.4M (-$139.0K)
Filed 2026-10-08
Opinicus Capital, Inc.
DECREASED
Shares4,096 from 4,139
Change-43 (-1%)
Value$1.4M (-$125.0K)
Filed 2026-10-28
Keystone Wealth Services, LLC
INCREASED
Shares4,089 from 3,992
Change+97 (+2%)
Value$1.5M (-$56.0K)
Filed 2026-11-03
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares4,082 from 4,208
Change-126 (-3%)
Value$1.4M (-$156.0K)
Filed 2026-11-03
Essex LLC
INCREASED
Shares4,060 from 3,996
Change+64 (+2%)
Value$1.4M (-$83.7K)
Filed 2026-10-14
Southern Michigan Bank & Trust
INCREASED
Shares4,059 from 4,036
Change+23 (+1%)
Value$1.4M (-$99.1K)
Filed 2026-10-19
Jeter Robert S II
INCREASED
Shares4,048 from 2,195
Change+1,853 (+84%)
Value$1.4M (+$568.6K)
Filed 2026-10-16
Machina Capital S.A.S.
DECREASED
Shares4,047 from 8,547
Change-4,500 (-53%)
Value$1.4M (-$1.8M)
Filed 2026-11-05
City Center Advisors, LLC
INCREASED
Shares4,040 from 2,777
Change+1,263 (+45%)
Value$1.4M (+$369.8K)
Filed 2026-10-08
Union Savings Bank
DECREASED
Shares4,032 from 4,340
Change-308 (-7%)
Value$1.4M (-$223.4K)
Filed 2026-10-14
Mission Financial Group, LLC
INCREASED
Shares4,032 from 4,020
Change+12 (+0%)
Value$1.4M (-$102.8K)
Filed 2026-10-21
West Bancorporation Inc
INCREASED
Shares4,030 from 1,135
Change+2,895 (+255%)
Value$1.4M (+$986.6K)
Filed 2026-10-29
Associated Banc-Corp
DECREASED
Shares4,030 from 4,837
Change-807 (-17%)
Value$1.4M (-$411.9K)
Filed 2026-10-30
Capital Planning LLC
DECREASED
Shares4,030 from 4,144
Change-114 (-3%)
Value$1.4M (-$150.1K)
Filed 2026-10-09
Gainline Financial Partners, LLC
DECREASED
Shares4,022 from 4,180
Change-158 (-4%)
Value$1.4M (-$166.4K)
Filed 2026-10-15
Riverwater Partners LLC
INCREASED
Shares3,987 from 3,862
Change+125 (+3%)
Value$1.4M (-$58.7K)
Filed 2026-11-03
Fourpath Capital Management, LLC
DECREASED
Shares3,986 from 4,252
Change-266 (-6%)
Value$1.4M (-$206.4K)
Filed 2026-10-19
Plan A Wealth LLC
INCREASED
Shares3,978 from 3,975
Change+3 (+0%)
Value$1.4M (-$104.5K)
Filed 2026-10-08
Acropolis Investment Management, LLC
INCREASED
Shares3,973 from 3,587
Change+386 (+11%)
Value$1.4M (+$40.0K)
Filed 2026-10-08
Orser Capital Management, LLC
INCREASED
Shares3,924 from 3,627
Change+297 (+8%)
Value$1.4M (+$8.0K)
Filed 2026-10-13
Samalin Investment Counsel, LLC
INCREASED
Shares3,924 from 3,921
Change+3 (+0%)
Value$1.4M (-$103.0K)
Filed 2026-10-23
Guild Investment Management, Inc.
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$1.4M (-$104.1K)
Filed 2026-11-03
Cottage Street Advisors LLC
DECREASED
Shares3,917 from 3,984
Change-67 (-2%)
Value$1.4M (-$129.6K)
Filed 2026-10-19
LJI Wealth Management, LLC
DECREASED
Shares3,913 from 4,157
Change-244 (-6%)
Value$1.4M (-$196.1K)
Filed 2026-10-28
Copper Harbor Investment Advisors, LLC
DECREASED
Shares3,907 from 4,200
Change-293 (-7%)
Value$1.4M (-$214.5K)
Filed 2026-10-16
MeadowBrook Investment Advisors LLC
DECREASED
Shares3,891 from 3,916
Change-25 (-1%)
Value$1.3M (-$221.5K)
Filed 2026-10-29
Tributary Capital Management, LLC
DECREASED
Shares3,890 from 4,500
Change-610 (-14%)
Value$1.4M (-$333.7K)
Filed 2026-10-28
Reyes Financial Architecture, Inc.
DECREASED
Shares3,888 from 3,905
Change-17 (0%)
Value$1.4M (-$110.0K)
Filed 2026-10-22
Granville Capital, Inc.
INCREASED
Shares3,878 from 3,498
Change+380 (+11%)
Value$1.4M (+$40.5K)
Filed 2026-11-05
TCP Asset Management, LLC
INCREASED
Shares3,878 from 3,521
Change+357 (+10%)
Value$1.4M (+$47.0K)
Filed 2026-10-14
Clarity Wealth Advisors, LLC
DECREASED
Shares3,876 from 3,949
Change-73 (-2%)
Value$1.4M (-$130.5K)
Filed 2026-10-21
Everett Harris & Co
INCREASED
Shares3,874 from 3,822
Change+52 (+1%)
Value$1.4M (-$83.3K)
Filed 2026-10-28
JGP Wealth Management, LLC
INCREASED
Shares3,874 from 3,849
Change+25 (+1%)
Value$1.4M (-$93.1K)
Filed 2026-10-13
Solidarity Wealth, LLC
DECREASED
Shares3,870 from 3,923
Change-53 (-1%)
Value$1.4M (-$122.8K)
Filed 2026-10-15
Accuvest Global Advisors
DECREASED
Shares3,833 from 5,751
Change-1,918 (-33%)
Value$1.3M (-$826.0K)
Filed 2026-11-04
Tandem Capital Management Corp
INCREASED
Shares3,795 from 3,775
Change+20 (+1%)
Value$1.3M (-$93.2K)
Filed 2026-10-22
Salomon & Ludwin, LLC
DECREASED
Shares3,789 from 3,902
Change-113 (-3%)
Value$1.3M (-$110.5K)
Filed 2026-10-29
S.E.E.D. Planning Group LLC
INCREASED
Shares3,787 from 2,050
Change+1,737 (+85%)
Value$1.3M (+$555.7K)
Filed 2026-10-07
Lakeshore Capital Group, Inc.
INCREASED
Shares3,780 from 3,379
Change+401 (+12%)
Value$1.3M (+$51.0K)
Filed 2026-10-20
National Wealth Management Group, LLC
DECREASED
Shares3,770 from 4,923
Change-1,153 (-23%)
Value$1.3M (-$535.7K)
Filed 2026-10-26
Harold Davidson & Associates Inc.
NEW
Shares3,768
Change+3,768
Value$1.3M
Filed 2026-10-29
Focused Alpha, LLC
DECREASED
Shares3,757 from 5,052
Change-1,295 (-26%)
Value$1.3M (-$588.8K)
Filed 2026-10-20
Argus Investors' Counsel, Inc.
INCREASED
Shares3,751 from 3,645
Change+106 (+3%)
Value$1.3M (-$59.6K)
Filed 2026-10-09
Physician Wealth Advisors, Inc.
INCREASED
Shares3,749 from 3,363
Change+386 (+11%)
Value$1.3M (+$46.3K)
Filed 2026-10-20
Crusonia Wealth Advisors LLC
DECREASED
Shares3,742 from 3,905
Change-163 (-4%)
Value$1.3M (-$160.9K)
Filed 2026-10-26
Cherrydale Wealth Management, LLC
INCREASED
Shares3,735 from 3,716
Change+19 (+1%)
Value$1.3M (-$91.9K)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares3,732
Change+3,732
Value$1.3M
Filed 2026-10-19
IVC Wealth Advisors LLC
DECREASED
Shares3,718 from 3,736
Change-18 (0%)
Value$1.3M (-$105.6K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
INCREASED
Shares3,706 from 3,582
Change+124 (+3%)
Value$1.3M (-$51.6K)
Filed 2026-10-13
Clark Wealth Partners
INCREASED
Shares3,687 from 3,630
Change+57 (+2%)
Value$1.3M (-$76.3K)
Filed 2026-10-19
Blodgett Wealth Advisors, LLC
INCREASED
Shares3,671 from 3,647
Change+24 (+1%)
Value$1.3M (-$88.4K)
Filed 2026-10-23
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares3,656 from 1,857
Change+1,799 (+97%)
Value$1.4M (+$675.1K)
Filed 2026-10-20
Finer Wealth Management, Inc.
INCREASED
Shares3,650 from 3,643
Change+7 (+0%)
Value$1.3M (-$94.4K)
Filed 2026-10-16
MFG Wealth Management, Inc.
INCREASED
Shares3,647 from 3,286
Change+361 (+11%)
Value$1.3M (+$39.5K)
Filed 2026-10-09
Financial Insights, Inc.
INCREASED
Shares3,637 from 3,586
Change+51 (+1%)
Value$1.3M (-$77.3K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
INCREASED
Shares3,634 from 831
Change+2,803 (+337%)
Value$1.3M (+$962.3K)
Filed 2026-10-16
Myriad Asset Management US LP
INCREASED
Shares3,628 from 3,598
Change+30 (+1%)
Value$1.3M (-$85.0K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED
Shares3,608 from 3,632
Change-24 (-1%)
Value$1.3M (-$104.8K)
Filed 2026-10-26
Stableford Capital II LLC
DECREASED
Shares3,577 from 6,453
Change-2,876 (-45%)
Value$1.3M (-$1.2M)
Filed 2026-10-09
Voisard Asset Management Group, Inc.
INCREASED
Shares3,576 from 3,264
Change+312 (+10%)
Value$1.3M (+$22.9K)
Filed 2026-10-13
WealthTrust Asset Management, LLC
INCREASED
Shares3,568 from 3,042
Change+526 (+17%)
Value$1.3M (+$103.9K)
Filed 2026-10-22
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares3,568 from 3,599
Change-31 (-1%)
Value$1.3M (-$106.5K)
Filed 2026-10-09
Autumn Glory Partners, LLC
INCREASED
Shares3,567 from 3,544
Change+23 (+1%)
Value$1.3M (-$86.2K)
Filed 2026-10-26
Global Strategic Investment Solutions, LLC
INCREASED
Shares3,554 from 3,470
Change+84 (+2%)
Value$1.2M (-$62.7K)
Filed 2026-10-16
Mraz, Amerine & Associates, Inc.
INCREASED
Shares3,552 from 3,408
Change+144 (+4%)
Value$1.2M (-$39.9K)
Filed 2026-10-30
Genus Capital Management Inc.
DECREASED
Shares3,548 from 6,997
Change-3,449 (-49%)
Value$1.2M (-$1.4M)
Filed 2026-11-04
Andrews Advisory Associates, LLC
INCREASED
Shares3,548 from 3,294
Change+254 (+8%)
Value$1.2M (+$1.5K)
Filed 2026-10-15
JSF Financial, LLC
DECREASED
Shares3,540 from 7,408
Change-3,868 (-52%)
Value$1.2M (-$1.6M)
Filed 2026-10-22
WoodTrust Financial Corp
DECREASED
Shares3,532 from 3,688
Change-156 (-4%)
Value$1.2M (-$153.0K)
Filed 2026-10-09
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares3,518 from 3,491
Change+27 (+1%)
Value$1.2M (-$83.3K)
Filed 2026-11-03
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares3,503 from 3,573
Change-70 (-2%)
Value$1.2M (-$119.4K)
Filed 2026-10-19
Sheets Smith Wealth Management
DECREASED
Shares3,501 from 3,937
Change-436 (-11%)
Value$1.2M (-$257.8K)
Filed 2026-10-16
Paragon Capital Management Inc
INCREASED
Shares3,499 from 3,490
Change+9 (+0%)
Value$1.2M (-$89.5K)
Filed 2026-10-15
Syverson Strege & Co
DECREASED
Shares3,497 from 3,684
Change-187 (-5%)
Value$1.2M (-$163.5K)
Filed 2026-11-02
Cascade Investment Group, Inc.
UNCHANGED
Shares3,496 from 3,496
Change0 (0%)
Value$1.2M (-$92.9K)
Filed 2026-10-13
Luts & Greenleigh Group, Inc.
DECREASED
Shares3,493 from 3,596
Change-103 (-3%)
Value$1.2M (-$131.7K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3,493 from 3,493
Change0 (0%)
Value$1.2M (-$92.7K)
Filed 2026-10-23
Brooklyn FI, LLC
INCREASED
Shares3,489 from 582
Change+2,907 (+499%)
Value$1.1M (+$904.7K)
Filed 2026-11-05
GFG Capital, LLC
INCREASED
Shares3,489 from 3,448
Change+41 (+1%)
Value$1.2M (-$77.2K)
Filed 2026-10-16
Rise Advisors, LLC
INCREASED
Shares3,486 from 3,297
Change+189 (+6%)
Value$1.2M (-$21.4K)
Filed 2026-10-16
Shum Financial Group, Inc.
INCREASED
Shares3,485 from 3,149
Change+336 (+11%)
Value$1.2M (+$34.4K)
Filed 2026-10-13
Montis Financial, LLC
INCREASED
Shares3,475 from 3,267
Change+208 (+6%)
Value$1.2M (-$13.5K)
Filed 2026-11-04
Opal Wealth Advisors, LLC
INCREASED
Shares3,462 from 3,134
Change+328 (+10%)
Value$1.2M (+$32.0K)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,460 from 1,167
Change+2,293 (+196%)
Value$1.2M (+$774.1K)
Filed 2026-10-16
Grey Fox Wealth Advisors, LLC
INCREASED
Shares3,455 from 2,784
Change+671 (+24%)
Value$1.2M (+$161.7K)
Filed 2026-11-03
Arlington Capital Management Inc
DECREASED
Shares3,454 from 3,481
Change-27 (-1%)
Value$1.2M (-$101.8K)
Filed 2026-10-30
Watershed Private Wealth LLC
INCREASED
Shares3,448 from 1,660
Change+1,788 (+108%)
Value$1.2M (+$583.8K)
Filed 2026-10-30
World Equity Group, Inc.
DECREASED
Shares3,446 from 9,660
Change-6,214 (-64%)
Value$1.2M (-$2.4M)
Filed 2026-10-14
Lord & Richards Wealth Management, LLC
DECREASED
Shares3,433 from 3,437
Change-4 (0%)
Value$1.2M (-$92.6K)
Filed 2026-10-14
Invested Advisors
DECREASED
Shares3,429 from 3,485
Change-56 (-2%)
Value$1.2M (-$112.2K)
Filed 2026-10-23
Fermata Advisors, LLC
INCREASED
Shares3,427 from 3,164
Change+263 (+8%)
Value$1.2M (+$8.4K)
Filed 2026-10-13
Fortress Financial Solutions, LLC
NEW
Shares3,425
Change+3,425
Value$1.2M
Filed 2026-10-14
Midwest Financial Group LLC
INCREASED
Shares3,424 from 3,148
Change+276 (+9%)
Value$1.2M (+$13.2K)
Filed 2026-10-15
Compass Ion Advisors, LLC
INCREASED
Shares3,423 from 2,495
Change+928 (+37%)
Value$1.2M (+$259.6K)
Filed 2026-10-23
Catalyst Capital Advisors LLC
INCREASED
Shares3,423 from 2,671
Change+752 (+28%)
Value$1.2M (+$193.2K)
Filed 2026-11-02
Morton Brown Family Wealth, LLC
DECREASED
Shares3,419 from 3,444
Change-25 (-1%)
Value$1.2M (-$100.3K)
Filed 2026-10-23
Cap Partners, LLC
INCREASED
Shares3,415 from 2,929
Change+486 (+17%)
Value$1.2M (+$92.8K)
Filed 2026-10-19
Pinnacle Bancorp, Inc.
INCREASED
Shares3,411 from 3,234
Change+177 (+5%)
Value$1.2M (-$23.7K)
Filed 2026-10-21
Transcendent Capital Group LLC
UNCHANGED
Shares3,407 from 3,407
Change0 (0%)
Value$1.2M (-$90.4K)
Filed 2026-10-28
Lodestone Wealth Management LLC
INCREASED
Shares3,406 from 3,309
Change+97 (+3%)
Value$1.2M (-$53.9K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
INCREASED
Shares3,403 from 3,224
Change+179 (+6%)
Value$1.2M (-$22.8K)
Filed 2026-10-05
Keeler Thomas Management LLC
INCREASED
Shares3,395 from 3,378
Change+17 (+1%)
Value$1.2M (-$84.0K)
Filed 2026-10-29
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares3,372 from 2,721
Change+651 (+24%)
Value$1.2M (+$156.5K)
Filed 2026-10-27
LEE Danner & Bass Inc
DECREASED
Shares3,370 from 3,411
Change-41 (-1%)
Value$1.2M (-$105.0K)
Filed 2026-10-27
ANB Bank
DECREASED
Shares3,364 from 3,532
Change-168 (-5%)
Value$1.2M (-$152.8K)
Filed 2026-10-09
Capstone Wealth Management Group, Inc.
INCREASED
Shares3,363 from 3,360
Change+3 (+0%)
Value$1.2M (-$88.2K)
Filed 2026-10-19
Capstone Wealth Management, LLC
INCREASED
Shares3,358 from 2,833
Change+525 (+19%)
Value$1.2M (+$109.0K)
Filed 2026-11-02
Broadway Wealth Solutions, Inc.
INCREASED
Shares3,351 from 3,207
Change+144 (+4%)
Value$1.2M (-$34.5K)
Filed 2026-10-21
Churchill Financial Advisors, LLC
INCREASED
Shares3,342 from 3,127
Change+215 (+7%)
Value$1.2M (-$7.5K)
Filed 2026-10-20
Fortitude Family Office, LLC
INCREASED
Shares3,314 from 3,019
Change+295 (+10%)
Value$1.2M (+$23.4K)
Filed 2026-10-14
Nolet Wealth Management, LLC
DECREASED
Shares3,304 from 3,310
Change-6 (0%)
Value$1.2M (-$90.0K)
Filed 2026-10-15
Eurizon SLJ Capital Ltd
DECREASED
Shares3,303 from 3,513
Change-210 (-6%)
Value$1.2M (-$167.1K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
DECREASED
Shares3,303 from 3,449
Change-146 (-4%)
Value$1.2M (-$142.9K)
Filed 2026-11-03
Selective Wealth Management, Inc.
INCREASED
Shares3,294 from 2,394
Change+900 (+38%)
Value$1.1M (+$246.1K)
Filed 2026-10-16
Kaufman Rossin Wealth, LLC
INCREASED
Shares3,288 from 2,761
Change+527 (+19%)
Value$1.2M (+$47.2K)
Filed 2026-10-19
Market Street Wealth Management Advisors LLC
INCREASED
Shares3,278 from 3,059
Change+219 (+7%)
Value$1.2M (-$4.3K)
Filed 2026-10-09
Ridgecrest Wealth Partners, LLC
DECREASED
Shares3,277 from 11,239
Change-7,962 (-71%)
Value$1.2M (-$3.1M)
Filed 2026-10-19
Palisade Asset Management, LLC
INCREASED
Shares3,276 from 3,248
Change+28 (+1%)
Value$1.2M (-$76.4K)
Filed 2026-11-03
Vicus Capital
DECREASED
Shares3,266 from 3,877
Change-611 (-16%)
Value$1.1M (-$317.8K)
Filed 2026-11-05
Brown Wealth Management, LLC
INCREASED
Shares3,242 from 2,993
Change+249 (+8%)
Value$1.1M (+$8.0K)
Filed 2026-10-20
Instrumental Wealth, LLC
INCREASED
Shares3,237 from 2,763
Change+474 (+17%)
Value$1.1M (+$93.3K)
Filed 2026-10-20
Krane Financial Solutions LLC
INCREASED
Shares3,234 from 3,218
Change+16 (+1%)
Value$1.1M (-$79.9K)
Filed 2026-10-30
Salvus Wealth Management, LLC
INCREASED
Shares3,232 from 3,120
Change+112 (+4%)
Value$1.1M (-$43.5K)
Filed 2026-10-13
Southland Equity Partners LLC
DECREASED
Shares3,228 from 3,354
Change-126 (-4%)
Value$1.1M (-$133.3K)
Filed 2026-10-14
Yoder Wealth Management, Inc.
INCREASED
Shares3,227 from 3,159
Change+68 (+2%)
Value$1.1M (-$60.0K)
Filed 2026-10-13
Bay Capital Advisors, LLC
DECREASED
Shares3,224 from 3,400
Change-176 (-5%)
Value$1.1M (-$152.1K)
Filed 2026-10-16
Lantz Financial LLC
DECREASED
Shares3,206 from 3,482
Change-276 (-8%)
Value$1.1M (-$189.3K)
Filed 2026-10-15
Northland Securities, Inc.
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$1.1M (-$85.0K)
Filed 2026-11-02
Williams & Novak Wealth Management, LLC
DECREASED
Shares3,195 from 3,314
Change-119 (-4%)
Value$1.1M (-$129.9K)
Filed 2026-10-09
Client 1ST Advisory Group, LLC
DECREASED
Shares3,187 from 3,774
Change-587 (-16%)
Value$1.1M (-$306.4K)
Filed 2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares3,184 from 2,717
Change+467 (+17%)
Value$1.1M (+$91.7K)
Filed 2026-10-16
RKL Wealth Management LLC
DECREASED
Shares3,168 from 3,684
Change-516 (-14%)
Value$1.1M (-$278.8K)
Filed 2026-10-16
Financial Planning Hawaii, Inc.
INCREASED
Shares3,151 from 3,048
Change+103 (+3%)
Value$1.1M (-$44.8K)
Filed 2026-10-13
Powell Investment Advisors, LLC
UNCHANGED
Shares3,145 from 3,145
Change0 (0%)
Value$1.1M (-$83.5K)
Filed 2026-10-22
Nichols & Pratt Advisers LLP
UNCHANGED
Shares3,142 from 3,142
Change0 (0%)
Value$1.1M (-$107.2K)
Filed 2026-10-13
Mosley Wealth Management
INCREASED
Shares3,137 from 3,078
Change+59 (+2%)
Value$1.1M (-$82.7K)
Filed 2026-10-16
Piedmont Capital Management, LLC
DECREASED
Shares3,121 from 3,129
Change-8 (0%)
Value$1.1M (-$85.9K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
INCREASED
Shares3,114 from 2,813
Change+301 (+11%)
Value$1.1M (+$31.2K)
Filed 2026-10-09
KFG Wealth Management, LLC
DECREASED
Shares3,111 from 3,874
Change-763 (-20%)
Value$1.1M (-$370.8K)
Filed 2026-10-16
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares3,097 from 3,130
Change-33 (-1%)
Value$1.1M (-$94.7K)
Filed 2026-10-29
Newport Capital Group, LLC
NEW
Shares3,096
Change+3,096
Value$1.2M
Filed 2026-10-16
Creekside Partners
INCREASED
Shares3,094 from 3,092
Change+2 (+0%)
Value$1.1M (-$81.4K)
Filed 2026-11-04
Crescent Sterling, Ltd.
NEW
Shares3,093
Change+3,093
Value$1.1M
Filed 2026-10-16
Vestia Personal Wealth Advisors
INCREASED
Shares3,075 from 2,155
Change+920 (+43%)
Value$1.1M (+$265.7K)
Filed 2026-10-20
Bangor Savings Bank
DECREASED
Shares3,071 from 4,449
Change-1,378 (-31%)
Value$1.1M (-$602.1K)
Filed 2026-10-06
Polaris Financial Partners
NEW
Shares3,065
Change+3,065
Value$1.1K
Filed 2026-10-02
Cornerstone Planning Group LLC
INCREASED
Shares3,064 from 2,987
Change+77 (+3%)
Value$1.1M (-$77.4K)
Filed 2026-10-16
Acorn Creek Capital LLC
DECREASED
Shares3,062 from 3,143
Change-81 (-3%)
Value$1.1M (-$112.1K)
Filed 2026-11-05
Douglas Lane & Associates, LLC
DECREASED
Shares3,049 from 3,912
Change-863 (-22%)
Value$1.1M (-$407.3K)
Filed 2026-10-09
Breakwater Capital Group
DECREASED
Shares3,041 from 3,126
Change-85 (-3%)
Value$1.1M (-$112.9K)
Filed 2026-10-09
Summit Place Financial Advisors, LLC
DECREASED
Shares3,032 from 3,728
Change-696 (-19%)
Value$1.1M (-$343.4K)
Filed 2026-10-23
Pachira Investments Inc.
INCREASED
Shares3,027 from 1,675
Change+1,352 (+81%)
Value$1.1M (+$430.1K)
Filed 2026-10-14
Lifestyle Asset Management, Inc.
INCREASED
Shares3,025 from 2,762
Change+263 (+10%)
Value$1.1M (+$19.0K)
Filed 2026-10-20
Smith Chas P & Associates PA Cpas
DECREASED
Shares2,997 from 3,357
Change-360 (-11%)
Value$985.4K (-$282.6K)
Filed 2026-10-22
Intelligence Driven Advisers, LLC
INCREASED
Shares2,996 from 2,730
Change+266 (+10%)
Value$1.1M (+$20.9K)
Filed 2026-10-09
Independent Wealth Network Inc.
DECREASED
Shares2,996 from 3,054
Change-58 (-2%)
Value$1.1M (-$101.4K)
Filed 2026-10-19
Accelerate Investment Advisors LLC
DECREASED
Shares2,995 from 3,102
Change-107 (-3%)
Value$1.1M (-$119.7K)
Filed 2026-11-02
Myecfo, LLC
UNCHANGED
Shares2,990 from 2,990
Change0 (0%)
Value$1.1M (-$79.4K)
Filed 2026-10-14
Weil Company, Inc.
DECREASED
Shares2,984 from 3,085
Change-101 (-3%)
Value$1.0M (-$117.5K)
Filed 2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED
Shares2,982 from 2,982
Change0 (0%)
Value$1.0M (-$79.2K)
Filed 2026-10-15
TriaGen Wealth Management LLC
UNCHANGED
Shares2,981 from 2,981
Change0 (0%)
Value$1.0M (-$79.2K)
Filed 2026-10-14
Strata Wealth Advisors, LLC
INCREASED
Shares2,974 from 2,844
Change+130 (+5%)
Value$1.0M (-$29.9K)
Filed 2026-10-16
Victrix Investment Advisors
INCREASED
Shares2,974 from 2,960
Change+14 (+0%)
Value$1.0M (-$73.6K)
Filed 2026-10-13
Wetzel Investment Advisors, Inc.
INCREASED
Shares2,972 from 2,941
Change+31 (+1%)
Value$1.0M (-$67.2K)
Filed 2026-10-13
Miller Howard Investments Inc
DECREASED
Shares2,969 from 3,109
Change-140 (-4%)
Value$1.0M (-$131.6K)
Filed 2026-10-26
True Private Wealth Advisors
DECREASED
Shares2,960 from 3,157
Change-197 (-6%)
Value$1.0M (-$152.8K)
Filed 2026-10-19
Pathway Financial Advisors LLC
UNCHANGED
Shares2,960 from 2,960
Change0 (0%)
Value$1.0M (-$27.4K)
Filed 2026-10-07
Demars Financial Group, LLC
INCREASED
Shares2,957 from 2,895
Change+62 (+2%)
Value$1.0M (-$55.2K)
Filed 2026-10-22
Howard Capital Management Group, LLC
DECREASED
Shares2,944 from 3,546
Change-602 (-17%)
Value$1.0M (-$305.6K)
Filed 2026-10-16
Pullen Investment Management, LLC
DECREASED
Shares2,944 from 2,981
Change-37 (-1%)
Value$1.0M (-$92.2K)
Filed 2026-10-23
Omnitrust Wealth Management, Inc
NEW
Shares2,941
Change+2,941
Value$1.0M
Filed 2026-11-02
Investment Partners Asset Management, Inc.
DECREASED
Shares2,934 from 2,947
Change-13 (0%)
Value$1.0M (-$82.8K)
Filed 2026-10-09
Hudock, Inc.
INCREASED
Shares2,930 from 2,683
Change+247 (+9%)
Value$1.0M (+$15.5K)
Filed 2026-10-14
Advus Financial Partners, LLC
DECREASED
Shares2,924 from 2,947
Change-23 (-1%)
Value$1.0M (-$86.4K)
Filed 2026-10-20
Persium Advisors, LLC
INCREASED
Shares2,914 from 2,733
Change+181 (+7%)
Value$1.0M (-$9.0K)
Filed 2026-10-07
LightSquare Wealth Management, LLC
INCREASED
Shares2,913 from 2,761
Change+152 (+6%)
Value$1.0M (-$19.7K)
Filed 2026-11-03
Aurora Private Wealth, Inc.
INCREASED
Shares2,897 from 2,619
Change+278 (+11%)
Value$1.0M (+$28.0K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED
Shares2,894 from 3,542
Change-648 (-18%)
Value$1.0M (-$321.7K)
Filed 2026-10-26
Ellis Investment Partners, LLC
INCREASED
Shares2,893 from 2,720
Change+173 (+6%)
Value$1.0M (-$11.6K)
Filed 2026-10-21
Altfest L J & Co Inc
DECREASED
Shares2,890 from 7,603
Change-4,713 (-62%)
Value$1.0M (-$1.9M)
Filed 2026-10-27
Waters Parkerson & Co., LLC
DECREASED
Shares2,873 from 3,022
Change-149 (-5%)
Value$1.0M (-$132.6K)
Filed 2026-11-04
Ipsen Advisor Group LLC
DECREASED
Shares2,873 from 2,905
Change-32 (-1%)
Value$1.0M (-$88.3K)
Filed 2026-10-29
Global Wealth Strategies & Associates
INCREASED
Shares2,872 from 1,083
Change+1,789 (+165%)
Value$1.0M (+$599.5K)
Filed 2026-10-02
Impact Investors, Inc
DECREASED
Shares2,868 from 3,230
Change-362 (-11%)
Value$1.0M (-$212.9K)
Filed 2026-11-02
Values Added Financial LLC
INCREASED
Shares2,851 from 2,746
Change+105 (+4%)
Value$1.0M (-$36.1K)
Filed 2026-10-28
NTV Asset Management LLC
DECREASED
Shares2,847 from 2,957
Change-110 (-4%)
Value$999.9K (-$117.1K)
Filed 2026-10-23
Barden Capital Management, Inc.
DECREASED
Shares2,845 from 2,936
Change-91 (-3%)
Value$999.1K (-$109.9K)
Filed 2026-10-09
Providence First Trust Co
DECREASED
Shares2,843 from 3,383
Change-540 (-16%)
Value$998.4K (-$279.3K)
Filed 2026-11-02
Walker Asset Management, LLC
DECREASED
Shares2,839 from 2,849
Change-10 (0%)
Value$997.1K (-$79.1K)
Filed 2026-10-13
SilverOak Wealth Management LLC
DECREASED
Shares2,837 from 2,867
Change-30 (-1%)
Value$996.3K (-$86.7K)
Filed 2026-10-29
Turning Point Benefit Group, Inc.
DECREASED
Shares2,832 from 5,119
Change-2,287 (-45%)
Value$973.2K (-$954.6K)
Filed 2026-10-28
Augustine Asset Management Inc
INCREASED
Shares2,826 from 1,826
Change+1,000 (+55%)
Value$992.5K (+$302.7K)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
DECREASED
Shares2,824 from 2,829
Change-5 (0%)
Value$991.8K (-$76.9K)
Filed 2026-10-16
Vilga Financial Planning LLC
INCREASED
Shares2,819 from 2,676
Change+143 (+5%)
Value$990.0K (-$20.9K)
Filed 2026-10-09
S.A. Mason LLC
INCREASED
Shares2,819 from 2,814
Change+5 (+0%)
Value$990.0K (-$73.0K)
Filed 2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares2,816 from 3,620
Change-804 (-22%)
Value$989.0K (-$378.4K)
Filed 2026-10-26
Wiser Wealth Management, Inc
INCREASED
Shares2,808 from 2,613
Change+195 (+7%)
Value$986.1K (-$919)
Filed 2026-10-14
Tenet Wealth Partners, LLC
DECREASED
Shares2,808 from 2,833
Change-25 (-1%)
Value$986.1K (-$99.5K)
Filed 2026-10-19
Dakota Community Bank & Trust NA
INCREASED
Shares2,807 from 2,459
Change+348 (+14%)
Value$985.8K (+$56.9K)
Filed 2026-10-09
One Day In July LLC
INCREASED
Shares2,807 from 2,614
Change+193 (+7%)
Value$985.8K (-$1.6K)
Filed 2026-10-30
Foundry Financial LLC
INCREASED
Shares2,806 from 2,459
Change+347 (+14%)
Value$985.4K (+$56.3K)
Filed 2026-10-16
Herbst Group, LLC
INCREASED
Shares2,800 from 2,400
Change+400 (+17%)
Value$983.3K (+$76.7K)
Filed 2026-10-20
ERn Financial, LLC
INCREASED
Shares2,792 from 2,590
Change+202 (+8%)
Value$980.7K (+$2.2K)
Filed 2026-10-28
Atlas Private Wealth Advisors
DECREASED
Shares2,789 from 2,802
Change-13 (0%)
Value$979.6K (-$78.7K)
Filed 2026-10-23
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares2,783 from 8,981
Change-6,198 (-69%)
Value$974.0K (-$2.4M)
Filed 2026-10-27
HMV Wealth Advisors, LLC
INCREASED
Shares2,783 from 2,070
Change+713 (+34%)
Value$977.4K (+$195.4K)
Filed 2026-10-27
Mainstream Capital Management LLC
DECREASED
Shares2,781 from 2,827
Change-46 (-2%)
Value$976.7K (-$91.2K)
Filed 2026-10-23
AXS Investments LLC
DECREASED
Shares2,770 from 6,871
Change-4,101 (-60%)
Value$972.8K (-$1.6M)
Filed 2026-11-04
Eagle Wealth Strategies LLC
INCREASED
Shares2,768 from 2,596
Change+172 (+7%)
Value$972.2K (-$8.5K)
Filed 2026-10-20
Prairie Advisory, LLC
INCREASED
Shares2,758 from 1,428
Change+1,330 (+93%)
Value$968.6K (+$429.2K)
Filed 2026-10-19
Nabity-Jensen Investment Management Inc
INCREASED
Shares2,757 from 2,225
Change+532 (+24%)
Value$968.2K (+$127.7K)
Filed 2026-10-23
Diversified Management Inc
INCREASED
Shares2,736 from 2,370
Change+366 (+15%)
Value$960.7K (+$65.4K)
Filed 2026-10-08
Cynosure Group, LLC
INCREASED
Shares2,734 from 1,425
Change+1,309 (+92%)
Value$960.2K (+$421.9K)
Filed 2026-11-03
Investors Research Corp
DECREASED
Shares2,734 from 2,841
Change-107 (-4%)
Value$960.2K (-$113.0K)
Filed 2026-10-07
Atwood & Palmer Inc
DECREASED
Shares2,731 from 3,006
Change-275 (-9%)
Value$959.1K (-$176.4K)
Filed 2026-10-08
Members Wealth LLC
INCREASED
Shares2,731 from 2,665
Change+66 (+2%)
Value$1.0M (+$21.8K)
Filed 2026-10-20
Welch Financial Planning, LLC
INCREASED
Shares2,730 from 2,022
Change+708 (+35%)
Value$958.9K (+$195.0K)
Filed 2026-11-06
Waystone Advisors LLC
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$1.0M ($0)
Filed 2026-10-16
Bennett Selby Investments LP
INCREASED
Shares2,723 from 2,706
Change+17 (+1%)
Value$956.3K (-$65.9K)
Filed 2026-10-19
North Capital, Inc.
DECREASED
Shares2,719 from 2,900
Change-181 (-6%)
Value$971.7K (-$123.9K)
Filed 2026-10-16
Live Oak Investment Partners
UNCHANGED
Shares2,718 from 2,718
Change0 (0%)
Value$954.5K (-$72.2K)
Filed 2026-10-23
Insight Inv LLC
DECREASED
Shares2,716 from 2,726
Change-10 (0%)
Value$953.8K (-$75.9K)
Filed 2026-10-27
High Net Worth Advisory Group LLC
DECREASED
Shares2,715 from 2,810
Change-95 (-3%)
Value$953.6K (-$108.0K)
Filed 2026-10-26
Narus Financial Partners, LLC
DECREASED
Shares2,706 from 2,762
Change-56 (-2%)
Value$950.3K (-$93.0K)
Filed 2026-10-19
Pettinga Financial Advisors LLC
INCREASED
Shares2,706 from 2,653
Change+53 (+2%)
Value$950.3K (-$52.0K)
Filed 2026-10-13
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED
Shares2,705 from 2,120
Change+585 (+28%)
Value$950.0K (+$149.1K)
Filed 2026-10-16
Allied Investment Advisors, LLC
INCREASED
Shares2,691 from 2,539
Change+152 (+6%)
Value$945.1K (-$14.1K)
Filed 2026-10-13
jvl associates llc
INCREASED
Shares2,691 from 2,594
Change+97 (+4%)
Value$945.1K (-$34.8K)
Filed 2026-10-09
Legacy Wealth Partners, LLC
DECREASED
Shares2,691 from 2,693
Change-2 (0%)
Value$944.9K (-$72.3K)
Filed 2026-10-15
Themes Management Co LLC
DECREASED
Shares2,689 from 3,371
Change-682 (-20%)
Value$944.4K (-$329.0K)
Filed 2026-10-29
Triumph Capital Management
INCREASED
Shares2,688 from 2,373
Change+315 (+13%)
Value$944.8K (+$48.4K)
Filed 2026-10-14
Tenzing Financial LLC
INCREASED
Shares2,678 from 2,666
Change+12 (+0%)
Value$896.1K (-$100.8K)
Filed 2026-11-03
Opus Capital Group, LLC
INCREASED
Shares2,676 from 2,607
Change+69 (+3%)
Value$940.0K (-$45.0K)
Filed 2026-10-30
Invenio Wealth Partners LLC
DECREASED
Shares2,671 from 2,685
Change-14 (-1%)
Value$938.0K (-$76.2K)
Filed 2026-10-20
Certified Advisory Corp
DECREASED
Shares2,670 from 2,816
Change-146 (-5%)
Value$937.6K (-$126.1K)
Filed 2026-10-29
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares2,660 from 2,518
Change+142 (+6%)
Value$934.2K (-$17.0K)
Filed 2026-10-16
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares2,653 from 2,601
Change+52 (+2%)
Value$932.0K (-$51.0K)
Filed 2026-11-04
Tactive Advisors, LLC
INCREASED
Shares2,651 from 1,672
Change+979 (+59%)
Value$930.9K (+$299.3K)
Filed 2026-10-08
Old North State Wealth Management, LLC
INCREASED
Shares2,651 from 2,513
Change+138 (+5%)
Value$934.8K (-$18.2K)
Filed 2026-10-22
North Star Investment Management Corp.
INCREASED
Shares2,649 from 2,338
Change+311 (+13%)
Value$930.4K (+$47.1K)
Filed 2026-10-27
Park Capital Management, LLC / WI
INCREASED
Shares2,644 from 2,613
Change+31 (+1%)
Value$928.6K (-$58.5K)
Filed 2026-10-13
Gutierrez Wealth Advisory, LLC
INCREASED
Shares2,643 from 1,093
Change+1,550 (+142%)
Value$928.4K (+$515.5K)
Filed 2026-11-02
Echo45 Advisors LLC
INCREASED
Shares2,639 from 2,353
Change+286 (+12%)
Value$926.7K (+$37.8K)
Filed 2026-10-07
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares2,639 from 2,617
Change+22 (+1%)
Value$926.9K (-$61.7K)
Filed 2026-10-29
Arcadia Wealth Management, LLC
INCREASED
Shares2,638 from 2,633
Change+5 (+0%)
Value$926.4K (-$68.3K)
Filed 2026-10-22
BostonPremier Wealth LLC
INCREASED
Shares2,630 from 2,627
Change+3 (+0%)
Value$923.7K (-$68.7K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
INCREASED
Shares2,627 from 2,406
Change+221 (+9%)
Value$922.5K (+$13.8K)
Filed 2026-10-14
WMG Financial Advisors, LLC
UNCHANGED
Shares2,618 from 2,618
Change0 (0%)
Value$989.0K ($0)
Filed 2026-10-28
Baldwin Wealth Partners LLC
DECREASED
Shares2,616 from 2,630
Change-14 (-1%)
Value$918.7K (-$74.8K)
Filed 2026-10-13
Winnacle Wealth LLC
DECREASED
Shares2,612 from 2,725
Change-113 (-4%)
Value$917.4K (-$112.2K)
Filed 2026-10-15
MFA Wealth Advisors, LLC
INCREASED
Shares2,607 from 2,587
Change+20 (+1%)
Value$915.5K (-$61.7K)
Filed 2026-10-07
Joseph P. Lucia & Associates, LLC
INCREASED
Shares2,605 from 2,011
Change+594 (+30%)
Value$914.8K (+$155.0K)
Filed 2026-10-30
Ironsides Asset Advisors, LLC
INCREASED
Shares2,598 from 2,588
Change+10 (+0%)
Value$912.4K (-$65.2K)
Filed 2026-10-20
Phillips Financial Management, LLC
INCREASED
Shares2,597 from 2,523
Change+74 (+3%)
Value$912.0K (-$41.0K)
Filed 2026-10-19
Cross Staff Investments Inc
INCREASED
Shares2,593 from 2,481
Change+112 (+5%)
Value$910.6K (-$26.8K)
Filed 2026-10-22
Harbour Trust & Investment Management Co
DECREASED
Shares2,592 from 2,627
Change-35 (-1%)
Value$910.3K (-$82.1K)
Filed 2026-10-28
Pine Haven Investment Counsel, Inc
DECREASED
Shares2,590 from 2,660
Change-70 (-3%)
Value$909.5K (-$95.2K)
Filed 2026-11-02
Gables Capital Management Inc.
INCREASED
Shares2,585 from 2,550
Change+35 (+1%)
Value$907.8K (-$55.4K)
Filed 2026-11-04
Investment Advisory Services Inc
INCREASED
Shares2,584 from 2,505
Change+79 (+3%)
Value$907.3K (-$38.9K)
Filed 2026-10-27
Schuylkill Financial LLC
INCREASED
Shares2,580 from 2,453
Change+127 (+5%)
Value$905.9K (-$20.8K)
Filed 2026-10-21
SC&H Financial Advisors, Inc.
DECREASED
Shares2,578 from 2,580
Change-2 (0%)
Value$905.5K (-$69.0K)
Filed 2026-10-14
Total Investment Management Inc
DECREASED
Shares2,573 from 2,673
Change-100 (-4%)
Value$903.6K (-$136.9K)
Filed 2026-10-22
Oxler Private Wealth LLC
INCREASED
Shares2,567 from 2,562
Change+5 (+0%)
Value$901.3K (-$66.4K)
Filed 2026-10-21
Chemistry Wealth Management LLC
INCREASED
Shares2,562 from 2,554
Change+8 (+0%)
Value$899.6K (-$65.2K)
Filed 2026-10-16
Northwest Wealth Management, LLC
DECREASED
Shares2,560 from 2,598
Change-38 (-1%)
Value$899.0K (-$82.3K)
Filed 2026-10-30
Signature Wealth Management Partners, LLC
DECREASED
Shares2,557 from 2,757
Change-200 (-7%)
Value$898.1K (-$143.5K)
Filed 2026-10-21
Pacific Capital Partners Ltd
DECREASED
Shares2,555 from 3,745
Change-1,190 (-32%)
Value$897.3K (-$517.4K)
Filed 2026-10-28
Burkett Asset Management Ltd
DECREASED
Shares2,555 from 2,729
Change-174 (-6%)
Value$897.3K (-$133.6K)
Filed 2026-10-13
City State Bank
INCREASED
Shares2,554 from 2,158
Change+396 (+18%)
Value$896.9K (+$81.8K)
Filed 2026-10-20
Arch Global Advisors, LLC
INCREASED
Shares2,554 from 2,460
Change+94 (+4%)
Value$896.9K (-$32.3K)
Filed 2026-10-23
Manske Wealth Management
INCREASED
Shares2,542 from 2,540
Change+2 (+0%)
Value$892.7K (-$66.8K)
Filed 2026-10-26
Stonebridge Financial Group, LLC
INCREASED
Shares2,539 from 2,202
Change+337 (+15%)
Value$891.7K (+$59.9K)
Filed 2026-10-01
Smith Thornton Advisors LLC
INCREASED
Shares2,534 from 2,519
Change+15 (+1%)
Value$889.8K (-$77.5K)
Filed 2026-10-16
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED
Shares2,528 from 2,528
Change0 (0%)
Value$887.8K (-$67.1K)
Filed 2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED
Shares2,517 from 1,817
Change+700 (+39%)
Value$883.8K (+$197.4K)
Filed 2026-10-20
Private Management Group Inc
INCREASED
Shares2,516 from 2,385
Change+131 (+5%)
Value$883.6K (-$17.3K)
Filed 2026-11-04
Jnba Financial Advisors
DECREASED
Shares2,515 from 4,308
Change-1,793 (-42%)
Value$883.2K (-$744.1K)
Filed 2026-11-03
Fortune 45 LLC
INCREASED
Shares2,505 from 2,343
Change+162 (+7%)
Value$879.5K (-$6.0K)
Filed 2026-10-14
Mayfair Advisory Group, LLC
DECREASED
Shares2,504 from 2,601
Change-97 (-4%)
Value$879.5K (-$113.9K)
Filed 2026-10-20
Lattice Capital Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$878.0K (-$66.4K)
Filed 2026-11-03
Montz Harcus Wealth Management LLC
INCREASED
Shares2,499 from 2,490
Change+9 (+0%)
Value$877.6K (-$63.1K)
Filed 2026-10-09
WPG Advisers, LLC
INCREASED
Shares2,497 from 2,378
Change+119 (+5%)
Value$876.9K (-$21.4K)
Filed 2026-10-27
Tortoise Investment Management, LLC
INCREASED
Shares2,491 from 2,363
Change+128 (+5%)
Value$874.7K (-$18.1K)
Filed 2026-11-06
Avid Wealth Partners LLC
DECREASED
Shares2,485 from 2,528
Change-43 (-2%)
Value$872.7K (-$82.2K)
Filed 2026-11-03
Western Pacific Wealth Management, LP
INCREASED
Shares2,482 from 2,407
Change+75 (+3%)
Value$871.7K (-$37.6K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
INCREASED
Shares2,478 from 2,456
Change+22 (+1%)
Value$870.1K (-$57.7K)
Filed 2026-10-07
Greater Midwest Financial Group, LLC
INCREASED
Shares2,478 from 2,474
Change+4 (+0%)
Value$870.3K (-$64.4K)
Filed 2026-10-13
Private Wealth Management Group, LLC
INCREASED
Shares2,476 from 1,554
Change+922 (+59%)
Value$869.5K (+$282.5K)
Filed 2026-10-19
KFA Private Wealth Group, LLC
INCREASED
Shares2,474 from 2,120
Change+354 (+17%)
Value$869.1K (+$68.0K)
Filed 2026-10-07
Wealth Advisors Northwest LLC
INCREASED
Shares2,469 from 2,008
Change+461 (+23%)
Value$867.1K (+$108.6K)
Filed 2026-10-29
TrustBank
DECREASED
Shares2,464 from 2,489
Change-25 (-1%)
Value$865.3K (-$74.9K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED
Shares2,460 from 2,914
Change-454 (-16%)
Value$864.0K (-$236.8K)
Filed 2026-11-04
Leslie Global Wealth, LLC
DECREASED
Shares2,457 from 2,573
Change-116 (-5%)
Value$862.9K (-$109.1K)
Filed 2026-10-26
Financial Planning Navigators Corp
INCREASED
Shares2,454 from 2,348
Change+106 (+5%)
Value$861.7K (-$25.1K)
Filed 2026-10-14
Seed Wealth Management, Inc.
UNCHANGED
Shares2,451 from 2,451
Change0 (0%)
Value$860.8K (-$65.1K)
Filed 2026-10-20
Inman Jager Wealth Management, LLC
DECREASED
Shares2,447 from 2,495
Change-48 (-2%)
Value$859.4K (-$83.1K)
Filed 2026-11-05
Green Ridge Wealth Planning LLC
INCREASED
Shares2,443 from 2,050
Change+393 (+19%)
Value$858.0K (+$83.6K)
Filed 2026-10-08
Affinity Capital Advisors, LLC
INCREASED
Shares2,440 from 2,155
Change+285 (+13%)
Value$882.2K (+$76.4K)
Filed 2026-10-13
WJ Wealth Management, LLC
INCREASED
Shares2,435 from 2,235
Change+200 (+9%)
Value$855.2K (+$10.9K)
Filed 2026-11-03
Diligent Investors, LLC
INCREASED
Shares2,435 from 2,357
Change+78 (+3%)
Value$855.1K (-$35.4K)
Filed 2026-10-21
Essential Partners LLC
DECREASED
Shares2,434 from 2,622
Change-188 (-7%)
Value$854.8K (-$135.7K)
Filed 2026-10-14
Avity Investment Management Inc.
DECREASED
Shares2,432 from 2,637
Change-205 (-8%)
Value$854.1K (-$142.0K)
Filed 2026-10-09
Mach-1 Financial Group, LLC
DECREASED
Shares2,430 from 2,501
Change-71 (-3%)
Value$853.4K (-$91.4K)
Filed 2026-11-06
Sather Financial Group Inc
DECREASED
Shares2,428 from 2,548
Change-120 (-5%)
Value$852.7K (-$109.9K)
Filed 2026-10-30
Kraft, Davis & Associates, LLC
INCREASED
Shares2,426 from 2,176
Change+250 (+11%)
Value$814.8K (-$30.8K)
Filed 2026-10-21
TruNorth Capital Management, LLC
INCREASED
Shares2,420 from 1,895
Change+525 (+28%)
Value$849.9K (+$134.0K)
Filed 2026-10-14
Gilbert Capital Group, Inc.
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$849.9K (-$64.3K)
Filed 2026-10-28
American Institute for Advanced Investment Management, LLP
DECREASED
Shares2,417 from 2,467
Change-50 (-2%)
Value$848.8K (-$83.1K)
Filed 2026-11-03
Tctc Holdings, LLC
DECREASED
Shares2,416 from 2,566
Change-150 (-6%)
Value$848.5K (-$120.8K)
Filed 2026-11-02
LMG Wealth Partners, LLC
INCREASED
Shares2,412 from 1,618
Change+794 (+49%)
Value$847.1K (+$235.9K)
Filed 2026-11-05
Wealth Group Ltd
INCREASED
Shares2,412 from 2,366
Change+46 (+2%)
Value$856.6K (-$37.1K)
Filed 2026-10-07
Atlas Brown,Inc.
INCREASED
Shares2,411 from 2,387
Change+24 (+1%)
Value$846.7K (-$54.9K)
Filed 2026-10-09
Cora Capital Advisors LLC
INCREASED
Shares2,410 from 2,398
Change+12 (+1%)
Value$846.3K (-$59.4K)
Filed 2026-11-02
New Wave Wealth Advisors LLC
INCREASED
Shares2,408 from 2,096
Change+312 (+15%)
Value$860.4K (+$68.6K)
Filed 2026-10-19
Frederick Financial Consultants, LLC
INCREASED
Shares2,405 from 2,289
Change+116 (+5%)
Value$844.5K (-$20.3K)
Filed 2026-10-29
Eagle Bay Advisors LLC
INCREASED
Shares2,403 from 2,258
Change+145 (+6%)
Value$844.0K (-$9.1K)
Filed 2026-10-16
Exchange Bank
DECREASED
Shares2,402 from 2,482
Change-80 (-3%)
Value$843.6K (-$94.0K)
Filed 2026-10-07
Signature Equity Partners, LLC
DECREASED
Shares2,398 from 2,401
Change-3 (0%)
Value$842.2K (-$64.6K)
Filed 2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares2,395 from 2,602
Change-207 (-8%)
Value$841.1K (-$133.8K)
Filed 2026-10-13
Burns Matteson Capital Management, LLC
DECREASED
Shares2,394 from 2,426
Change-32 (-1%)
Value$840.6K (-$76.0K)
Filed 2026-10-16
Auto-Owners Insurance Co
UNCHANGED
Shares2,390 from 2,390
Change0 (0%)
Value$839.3K (-$63.5K)
Filed 2026-10-15
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares2,389 from 2,474
Change-85 (-3%)
Value$838.0K (-$96.0K)
Filed 2026-10-14
Bdfs Capital LLC
DECREASED
Shares2,387 from 2,395
Change-8 (0%)
Value$838.1K (-$66.7K)
Filed 2026-10-14
Centurion Wealth Management LLC
DECREASED
Shares2,384 from 2,934
Change-550 (-19%)
Value$837.3K (-$271.0K)
Filed 2026-10-13
Buck Wealth Strategies, LLC
INCREASED
Shares2,380 from 2,318
Change+62 (+3%)
Value$835.8K (-$39.9K)
Filed 2026-10-28
Cathy Pareto & Associates, Inc
INCREASED
Shares2,378 from 2,288
Change+90 (+4%)
Value$835.4K (-$29.0K)
Filed 2026-10-15
Veratis Advisors, Inc.
INCREASED
Shares2,377 from 2,093
Change+284 (+14%)
Value$834.8K (+$44.1K)
Filed 2026-11-03
Arta Finance Wealth Management LLC
DECREASED
Shares2,357 from 2,839
Change-482 (-17%)
Value$827.8K (-$244.7K)
Filed 2026-10-28
Aspen Wealth Management LLC
INCREASED
Shares2,350 from 1,599
Change+751 (+47%)
Value$825.3K (+$221.3K)
Filed 2026-10-14
Home Federal Bank of Tennessee
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$823.5K (-$62.3K)
Filed 2026-10-15
Milestone Asset Management Group, LLC
INCREASED
Shares2,339 from 2,201
Change+138 (+6%)
Value$821.5K (-$10.0K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
DECREASED
Shares2,335 from 2,375
Change-40 (-2%)
Value$820.1K (-$77.4K)
Filed 2026-10-20
Aire Advisors, LLC
INCREASED
Shares2,329 from 1,931
Change+398 (+21%)
Value$817.8K (+$88.4K)
Filed 2026-10-22
Bluesphere Advisors LLC
DECREASED
Shares2,329 from 2,339
Change-10 (0%)
Value$818.0K (-$65.6K)
Filed 2026-10-19
Madrona Financial Services, LLC
INCREASED
Shares2,328 from 2,249
Change+79 (+4%)
Value$817.6K (-$32.0K)
Filed 2026-10-23
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares2,327 from 1,854
Change+473 (+26%)
Value$817.3K (+$116.8K)
Filed 2026-10-28
WealthPoint Financial, LLC
INCREASED
Shares2,317 from 2,118
Change+199 (+9%)
Value$813.6K (+$13.7K)
Filed 2026-11-03
Sterling Investment Advisors, Ltd.
NEW
Shares2,313
Change+2,313
Value$812.2K
Filed 2026-10-27
GK Wealth Management LLC
INCREASED
Shares2,312 from 2,175
Change+137 (+6%)
Value$811.7K (-$10.1K)
Filed 2026-10-09
Guardian Financial Partners, LLC
INCREASED
Shares2,310 from 1,872
Change+438 (+23%)
Value$811.3K (+$104.1K)
Filed 2026-11-04
SJS Investment Consulting Inc.
DECREASED
Shares2,308 from 2,395
Change-87 (-4%)
Value$810.5K (-$94.2K)
Filed 2026-10-26
Friday Financial
INCREASED
Shares2,290 from 1,893
Change+397 (+21%)
Value$786.9K (+$85.0K)
Filed 2026-10-09
Lakewood Asset Management LLC
DECREASED
Shares2,289 from 2,729
Change-440 (-16%)
Value$803.9K (-$226.8K)
Filed 2026-10-26
CapWealth Advisors, LLC
INCREASED
Shares2,284 from 2,175
Change+109 (+5%)
Value$802.1K (-$19.5K)
Filed 2026-10-05
Asset Allocation & Management Company, LLC
UNCHANGED
Shares2,284 from 2,284
Change0 (0%)
Value$802.0K (-$61.0K)
Filed 2026-10-13
Activest Wealth Management
INCREASED
Shares2,281 from 2,109
Change+172 (+8%)
Value$800.9K (+$4.4K)
Filed 2026-10-15
Ahara Advisors LLC
UNCHANGED
Shares2,280 from 2,280
Change0 (0%)
Value$800.9K (-$60.3K)
Filed 2026-10-29
Howard Bailey Securities, LLC
INCREASED
Shares2,279 from 2,051
Change+228 (+11%)
Value$800.4K (+$25.6K)
Filed 2026-10-27
Washington Trust Advisors, Inc.
DECREASED
Shares2,278 from 2,452
Change-174 (-7%)
Value$800.2K (-$126.2K)
Filed 2026-10-22
Costello Asset Management, Inc
DECREASED
Shares2,264 from 2,464
Change-200 (-8%)
Value$795.1K (-$135.7K)
Filed 2026-10-30
Citrine Capital LLC
INCREASED
Shares2,264 from 2,170
Change+94 (+4%)
Value$795.1K (-$24.6K)
Filed 2026-10-14
Solstein Capital, LLC
UNCHANGED
Shares2,258 from 2,258
Change0 (0%)
Value$793.0K (-$60.0K)
Filed 2026-11-02
Kuhn & Co Investment Counsel
INCREASED
Shares2,235 from 2,086
Change+149 (+7%)
Value$785.1K (-$2.9K)
Filed 2026-10-29
Highline Wealth Partners LLC
INCREASED
Shares2,234 from 2,046
Change+188 (+9%)
Value$784.6K (+$11.7K)
Filed 2026-10-19
Presilium Private Wealth, LLC
NEW
Shares2,231
Change+2,231
Value$783.5K
Filed 2026-10-26
Castleview Partners, LLC
DECREASED
Shares2,227 from 3,759
Change-1,532 (-41%)
Value$782.1K (-$637.9K)
Filed 2026-10-09
First Nebraska Trust Co
UNCHANGED
Shares2,226 from 2,226
Change0 (0%)
Value$781.7K (-$59.1K)
Filed 2026-10-30
Creative Capital Management Investments LLC
INCREASED
Shares2,224 from 2,071
Change+153 (+7%)
Value$780.9K (-$1.3K)
Filed 2026-10-28
Dagco, Inc.
DECREASED
Shares2,224 from 2,229
Change-5 (0%)
Value$781.0K (-$61.0K)
Filed 2026-10-20
Rydar Equities, Inc.
INCREASED
Shares2,224 from 2,221
Change+3 (+0%)
Value$837.3K (-$10.7K)
Filed 2026-10-13
Stronghold Wealth Management L.L.C.
INCREASED
Shares2,217 from 2,191
Change+26 (+1%)
Value$778.6K (-$49.1K)
Filed 2026-10-16
JBR Co Financial Management Inc
DECREASED
Shares2,203 from 2,278
Change-75 (-3%)
Value$813.7K (-$46.9K)
Filed 2026-10-13
DB Fitzpatrick & Co, Inc
DECREASED
Shares2,199 from 2,218
Change-19 (-1%)
Value$772.3K (-$65.6K)
Filed 2026-10-19
TFC Financial Management, Inc.
INCREASED
Shares2,196 from 2,131
Change+65 (+3%)
Value$771.2K (-$33.8K)
Filed 2026-10-26
BCS Wealth Management
DECREASED
Shares2,192 from 2,585
Change-393 (-15%)
Value$769.8K (-$206.7K)
Filed 2026-11-03
Livet Wealth, LLC
INCREASED
Shares2,190 from 2,074
Change+116 (+6%)
Value$769.1K (-$14.3K)
Filed 2026-10-27
Blume Capital Management, Inc.
UNCHANGED
Shares2,188 from 2,188
Change0 (0%)
Value$768.4K (-$58.1K)
Filed 2026-10-26
Cardinal Point Capital Management ULC
INCREASED
Shares2,186 from 1,948
Change+238 (+12%)
Value$767.5K (+$31.7K)
Filed 2026-10-21
Missouri Trust & Investment Co
DECREASED
Shares2,185 from 3,235
Change-1,050 (-32%)
Value$767.4K (-$492.0K)
Filed 2026-11-04
MFG Investments, LLC
NEW
Shares2,182
Change+2,182
Value$766.5K
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
DECREASED
Shares2,181 from 2,201
Change-20 (-1%)
Value$766.1K (-$65.4K)
Filed 2026-10-27
Clarus Group, Inc.
INCREASED
Shares2,179 from 2,177
Change+2 (+0%)
Value$765.2K (-$57.1K)
Filed 2026-10-21
Powers Advisory Group, LLC
INCREASED
Shares2,176 from 2,047
Change+129 (+6%)
Value$764.3K (-$9.0K)
Filed 2026-10-14
PVG Asset Management Corp
INCREASED
Shares2,175 from 2,166
Change+9 (+0%)
Value$763.7K (-$54.4K)
Filed 2026-10-19
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares2,174 from 1,294
Change+880 (+68%)
Value$763.0K (+$274.0K)
Filed 2026-10-26
Index Fund Advisors, Inc.
INCREASED
Shares2,166 from 2,122
Change+44 (+2%)
Value$760.6K (-$40.9K)
Filed 2026-11-05
Master's Wealth Management Inc.
INCREASED
Shares2,159 from 1,972
Change+187 (+9%)
Value$758.3K (+$13.3K)
Filed 2026-10-22
Avalon Capital Management
INCREASED
Shares2,154 from 2,125
Change+29 (+1%)
Value$756.5K (-$46.3K)
Filed 2026-11-04
Summit Securities Group LLC
DECREASED
Shares2,152 from 25,237
Change-23,085 (-91%)
Value$755.8K (-$8.8M)
Filed 2026-11-05
All-Stars Investment Ltd
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$755.1K (-$57.1K)
Filed 2026-11-03
Redstone Wealth Management, LLC
UNCHANGED
Shares2,144 from 2,144
Change0 (0%)
Value$753.0K (-$56.9K)
Filed 2026-10-20
Old Mission Investment Co LLC
INCREASED
Shares2,141 from 2,138
Change+3 (+0%)
Value$751.8K (-$55.7K)
Filed 2026-10-22
Ridgewood Investments LLC
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$751.5K (-$56.8K)
Filed 2026-10-05
Bellecapital International Ltd.
DECREASED
Shares2,130 from 2,198
Change-68 (-3%)
Value$748.0K (-$82.3K)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares2,119 from 2,304
Change-185 (-8%)
Value$744.2K (-$126.3K)
Filed 2026-10-28
Redwood Financial Network Corp
INCREASED
Shares2,116 from 2,006
Change+110 (+5%)
Value$743.2K (-$14.5K)
Filed 2026-11-03
Mcdaniel Terry & Co
INCREASED
Shares2,111 from 2,097
Change+14 (+1%)
Value$741.4K (-$50.8K)
Filed 2026-11-05
Truefg, LLC
DECREASED
Shares2,109 from 2,140
Change-31 (-1%)
Value$740.7K (-$67.7K)
Filed 2026-10-15
Foguth Wealth Management, Llc.
INCREASED
Shares2,103 from 2,012
Change+91 (+5%)
Value$691.4K (-$69.4K)
Filed 2026-10-19
Reston Wealth Management LLC
DECREASED
Shares2,103 from 2,119
Change-16 (-1%)
Value$738.6K (-$61.9K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
DECREASED
Shares2,101 from 3,072
Change-971 (-32%)
Value$738.0K (-$422.6K)
Filed 2026-10-15
Albert D Mason Inc
UNCHANGED
Shares2,095 from 2,095
Change0 (0%)
Value$735.7K (-$55.6K)
Filed 2026-10-27
Sierra Ocean, LLC
DECREASED
Shares2,092 from 2,118
Change-26 (-1%)
Value$734.9K (-$65.4K)
Filed 2026-11-03
Hibernia Wealth Partners, LLC
INCREASED
Shares2,090 from 1,689
Change+401 (+24%)
Value$733.9K (+$95.9K)
Filed 2026-10-29
Summa Corp.
INCREASED
Shares2,088 from 2,000
Change+88 (+4%)
Value$733.3K (-$22.2K)
Filed 2026-10-30
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares2,082 from 2,080
Change+2 (+0%)
Value$731.0K (-$54.7K)
Filed 2026-10-08
Innova Wealth Partners
DECREASED
Shares2,081 from 2,090
Change-9 (0%)
Value$730.7K (-$58.8K)
Filed 2026-10-21
Bell Investment Advisors, Inc
INCREASED
Shares2,079 from 2,077
Change+2 (+0%)
Value$730.0K (-$54.8K)
Filed 2026-10-29
Wakefield Asset Management Lllp
INCREASED
Shares2,076 from 1,660
Change+416 (+25%)
Value$729.1K (+$102.0K)
Filed 2026-11-05
Hoge Financial Services, LLC
INCREASED
Shares2,076 from 1,965
Change+111 (+6%)
Value$729.0K (-$13.2K)
Filed 2026-11-05
Hollow Brook Wealth Management LLC
UNCHANGED
Shares2,068 from 2,068
Change0 (0%)
Value$726.3K (-$54.9K)
Filed 2026-10-29
Prospera Capital Management, LLC
INCREASED
Shares2,065 from 1,335
Change+730 (+55%)
Value$725.2K (+$226.1K)
Filed 2026-10-19
GGM Financial LLC
DECREASED
Shares2,065 from 2,188
Change-123 (-6%)
Value$725.3K (-$101.0K)
Filed 2026-11-05
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares2,058 from 2,042
Change+16 (+1%)
Value$722.7K (-$48.6K)
Filed 2026-10-08
Stewardship Advisors, LLC
INCREASED
Shares2,053 from 2,018
Change+35 (+2%)
Value$721.0K (-$41.3K)
Filed 2026-10-20
Etesian Wealth Advisors, Inc.
DECREASED
Shares2,053 from 2,055
Change-2 (0%)
Value$721.0K (-$55.3K)
Filed 2026-10-27
Peck Wealth Management, LLC
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$719.9K (-$54.4K)
Filed 2026-10-29
Northern Lights Advisors, Inc.
DECREASED
Shares2,049 from 2,320
Change-271 (-12%)
Value$719.6K (-$156.6K)
Filed 2026-10-21
Cannon Financial Strategists, Inc.
INCREASED
Shares2,049 from 2,045
Change+4 (+0%)
Value$719.6K (-$52.9K)
Filed 2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED
Shares2,043 from 1,914
Change+129 (+7%)
Value$717.5K (-$5.5K)
Filed 2026-10-19
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares2,042 from 1,718
Change+324 (+19%)
Value$717.0K (+$67.9K)
Filed 2026-10-15
Idaho Trust Co
INCREASED
Shares2,037 from 2,023
Change+14 (+1%)
Value$715.4K (-$48.8K)
Filed 2026-11-04
Armbruster Capital Management, Inc.
DECREASED
Shares2,032 from 2,251
Change-219 (-10%)
Value$713.7K (-$136.7K)
Filed 2026-10-19
Aufman Associates Inc
INCREASED
Shares2,020 from 1,884
Change+136 (+7%)
Value$709.3K (-$2.3K)
Filed 2026-11-04
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares2,013 from 2,013
Change0 (0%)
Value$706.9K (-$53.5K)
Filed 2026-10-30
Unique Wealth Strategies, LLC
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$760.0K ($0)
Filed 2026-10-13
Sacks & Associates, LLC
DECREASED
Shares2,011 from 2,098
Change-87 (-4%)
Value$706.3K (-$110.3K)
Filed 2026-10-09
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares2,010 from 2,020
Change-10 (0%)
Value$705.9K (-$57.2K)
Filed 2026-11-04
Evergreen Advisors, LLC
UNCHANGED
Shares2,009 from 2,009
Change0 (0%)
Value$705.5K (-$53.4K)
Filed 2026-10-28
Momentous Wealth Management, Inc.
INCREASED
Shares2,006 from 1,329
Change+677 (+51%)
Value$704.5K (+$202.5K)
Filed 2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares2,004 from 2,002
Change+2 (+0%)
Value$703.8K (-$52.6K)
Filed 2026-10-08
Fullerton Advisors, LLC
DECREASED
Shares2,001 from 2,012
Change-11 (-1%)
Value$702.7K (-$57.2K)
Filed 2026-10-14
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED
Shares2,000 from 2,800
Change-800 (-29%)
Value$702.4K (-$355.3K)
Filed 2026-11-04
Ares Financial Consulting, LLC
INCREASED
Shares2,000 from 1,897
Change+103 (+5%)
Value$702.5K (-$14.2K)
Filed 2026-10-19
6th Street Advisors, LLC
INCREASED
Shares2,000 from 1,954
Change+46 (+2%)
Value$702.2K (-$35.7K)
Filed 2026-10-14
Palatine Hill Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$702.5K (-$52.9K)
Filed 2026-11-03
TSA Wealth Managment LLC
INCREASED
Shares1,998 from 1,534
Change+464 (+30%)
Value$701.7K (+$122.2K)
Filed 2026-10-22
Professional Advisory Services Inc
INCREASED
Shares1,987 from 1,985
Change+2 (+0%)
Value$698.0K (-$52.0K)
Filed 2026-10-08
Power Wealth Management LLC
INCREASED
Shares1,985 from 1,737
Change+248 (+14%)
Value$697.1K (+$41.0K)
Filed 2026-10-27
Oak Barrel Wealth Advisory LLC
INCREASED
Shares1,982 from 1,968
Change+14 (+1%)
Value$696.0K (-$47.5K)
Filed 2026-11-05
Burford Brothers, Inc.
INCREASED
Shares1,981 from 1,770
Change+211 (+12%)
Value$695.7K (+$27.1K)
Filed 2026-10-21
Andina Capital Management, LLC
INCREASED
Shares1,979 from 1,905
Change+74 (+4%)
Value$695.0K (-$24.6K)
Filed 2026-10-21
Carmel Capital Partners, LLC
DECREASED
Shares1,969 from 2,057
Change-88 (-4%)
Value$691.5K (-$85.5K)
Filed 2026-11-03
Pennsylvania Capital Management Inc
DECREASED
Shares1,966 from 1,974
Change-8 (0%)
Value$690.4K (-$55.2K)
Filed 2026-11-05
Martel Wealth Advisors LLC
DECREASED
Shares1,960 from 2,270
Change-310 (-14%)
Value$688.3K (-$169.2K)
Filed 2026-10-14
Global Financial Private Client, LLC
INCREASED
Shares1,957 from 1,829
Change+128 (+7%)
Value$687.3K (-$3.6K)
Filed 2026-10-15
DLK Investment Management, LLC
NEW
Shares1,955
Change+1,955
Value$686.6K
Filed 2026-10-09
Willis Johnson Wealth, Inc.
INCREASED
Shares1,952 from 1,286
Change+666 (+52%)
Value$685.7K (+$199.8K)
Filed 2026-11-03
Milestone Asset Management, LLC
DECREASED
Shares1,947 from 2,024
Change-77 (-4%)
Value$683.9K (-$80.9K)
Filed 2026-10-15
Uptown Financial Advisors LLC
INCREASED
Shares1,947 from 1,905
Change+42 (+2%)
Value$683.8K (-$35.8K)
Filed 2026-10-15
Alchemi Wealth, LLC
DECREASED
Shares1,942 from 2,283
Change-341 (-15%)
Value$682.0K (-$180.7K)
Filed 2026-11-04
Avion Wealth
DECREASED
Shares1,939 from 1,965
Change-26 (-1%)
Value$681.0K (-$61.0K)
Filed 2026-11-04
Lionsbridge Wealth Management LLC
DECREASED
Shares1,931 from 2,104
Change-173 (-8%)
Value$678.2K (-$116.6K)
Filed 2026-10-26
Endowment Wealth Management, Inc.
DECREASED
Shares1,926 from 1,948
Change-22 (-1%)
Value$676.6K (-$59.3K)
Filed 2026-11-03
Austin Asset Management Co Inc
DECREASED
Shares1,916 from 1,960
Change-44 (-2%)
Value$672.9K (-$67.5K)
Filed 2026-10-29
Berman McAleer LLC
UNCHANGED
Shares1,913 from 1,913
Change0 (0%)
Value$672.0K (-$50.8K)
Filed 2026-10-16
Cushing Capital Partners, LLC
INCREASED
Shares1,904 from 1,749
Change+155 (+9%)
Value$668.5K (+$7.6K)
Filed 2026-10-20
AWM Capital, LLC
INCREASED
Shares1,903 from 1,171
Change+732 (+63%)
Value$668.6K (+$226.3K)
Filed 2026-10-16
Marathon Capital Management
INCREASED
Shares1,900 from 1,889
Change+11 (+1%)
Value$667.3K (-$46.3K)
Filed 2026-10-23
Norris Perne & French LLP
INCREASED
Shares1,899 from 1,863
Change+36 (+2%)
Value$666.9K (-$36.8K)
Filed 2026-10-23
MPS Loria Financial Planners, LLC
INCREASED
Shares1,892 from 1,864
Change+28 (+2%)
Value$664.5K (-$39.7K)
Filed 2026-10-14
Mainsail Asset Management, LLC
DECREASED
Shares1,888 from 2,221
Change-333 (-15%)
Value$709.5K (-$114.2K)
Filed 2026-10-14
Legacy Advisory Services, LLC
INCREASED
Shares1,888 from 1,835
Change+53 (+3%)
Value$663.4K (-$29.9K)
Filed 2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares1,880 from 2,046
Change-166 (-8%)
Value$660.3K (-$112.6K)
Filed 2026-11-02
Reap Financial Group, LLC
INCREASED
Shares1,875 from 1,733
Change+142 (+8%)
Value$658.6K (+$4.1K)
Filed 2026-11-02
Mill Capital Management, LLC
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$656.0K (-$49.6K)
Filed 2026-10-26
Legacy Solutions, LLC
DECREASED
Shares1,864 from 3,012
Change-1,148 (-38%)
Value$654.6K (-$483.2K)
Filed 2026-10-07
Blvd Private Wealth, LLC
INCREASED
Shares1,864 from 1,815
Change+49 (+3%)
Value$654.6K (-$31.1K)
Filed 2026-10-14
Financial Council, LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$653.2K (-$49.4K)
Filed 2026-11-02
New Capital Management LP
INCREASED
Shares1,858 from 1,712
Change+146 (+9%)
Value$652.6K (+$5.9K)
Filed 2026-10-29
Ridgepath Capital Management LLC
INCREASED
Shares1,847 from 1,842
Change+5 (+0%)
Value$648.7K (-$47.2K)
Filed 2026-10-29
Twelve Points Wealth Management LLC
INCREASED
Shares1,840 from 930
Change+910 (+98%)
Value$600.0K (+$248.7K)
Filed 2026-11-03
Kercheville Advisors, LLC
DECREASED
Shares1,840 from 1,915
Change-75 (-4%)
Value$646.2K (-$77.2K)
Filed 2026-10-19
Covestor Ltd
DECREASED
Shares1,837 from 1,840
Change-3 (0%)
Value$645.0K (-$50.0K)
Filed 2026-10-30
Wrenne Financial Planning LLC
UNCHANGED
Shares1,833 from 1,833
Change0 (0%)
Value$643.7K (-$48.7K)
Filed 2026-10-30
Investment Partners, Ltd.
NEW
Shares1,831
Change+1,831
Value$642.9K
Filed 2026-10-29
Veery Capital, LLC
DECREASED
Shares1,826 from 1,900
Change-74 (-4%)
Value$641.1K (-$76.8K)
Filed 2026-10-07
Daviman Financial, LLC
DECREASED
Shares1,825 from 1,953
Change-128 (-7%)
Value$641.1K (-$96.7K)
Filed 2026-11-06
Randall & Associates Wealth Management
INCREASED
Shares1,819 from 1,639
Change+180 (+11%)
Value$638.8K (+$19.7K)
Filed 2026-10-20
Quantum Financial Partners LLC
INCREASED
Shares1,816 from 1,801
Change+15 (+1%)
Value$637.7K (-$42.8K)
Filed 2026-10-19
Baxter Bros Inc
INCREASED
Shares1,815 from 1,695
Change+120 (+7%)
Value$637.4K (-$2.9K)
Filed 2026-11-04
Cambridge Financial Group, LLC
UNCHANGED
Shares1,813 from 1,813
Change0 (0%)
Value$685.0K ($0)
Filed 2026-10-06
Shrier Wealth Management, LLC
INCREASED
Shares1,812 from 1,811
Change+1 (+0%)
Value$636.5K (-$47.4K)
Filed 2026-10-20
O'Connor Financial Group LLC
INCREASED
Shares1,804 from 1,788
Change+16 (+1%)
Value$633.5K (-$41.9K)
Filed 2026-10-26
ATX Financial Planning, LLC
DECREASED
Shares1,799 from 2,680
Change-881 (-33%)
Value$631.6K (-$380.9K)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,796 from 9,156
Change-7,360 (-80%)
Value$630.7K (-$2.8M)
Filed 2026-10-14
Patriot Investment Management Group, Inc.
UNCHANGED
Shares1,794 from 1,794
Change0 (0%)
Value$630.0K (-$47.6K)
Filed 2026-10-15
Kondo Wealth Advisors, Inc.
INCREASED
Shares1,789 from 1,773
Change+16 (+1%)
Value$628.3K (-$41.5K)
Filed 2026-10-19
Martin Capital Advisors, LLP
INCREASED
Shares1,784 from 1,745
Change+39 (+2%)
Value$626.5K (-$32.7K)
Filed 2026-10-15
Acorn Financial Advisory Services Inc
INCREASED
Shares1,783 from 1,448
Change+335 (+23%)
Value$626.5K (+$79.5K)
Filed 2026-11-02
KW Wealth Management LLC
NEW
Shares1,782
Change+1,782
Value$625.8K
Filed 2026-10-28
WBH Advisory Inc
DECREASED
Shares1,782 from 1,819
Change-37 (-2%)
Value$626.0K (-$61.2K)
Filed 2026-11-05
Greatmark Investment Partners, Inc.
INCREASED
Shares1,780 from 1,130
Change+650 (+58%)
Value$625.1K (+$198.3K)
Filed 2026-10-28
Peoples Bank
DECREASED
Shares1,778 from 1,893
Change-115 (-6%)
Value$624.4K (-$90.7K)
Filed 2026-10-26
Austin Wealth Management, LLC
UNCHANGED
Shares1,776 from 1,776
Change0 (0%)
Value$639.6K (-$19.0K)
Filed 2026-11-06
Atlatl Advisers LLC
DECREASED
Shares1,771 from 1,862
Change-91 (-5%)
Value$622.0K (-$81.4K)
Filed 2026-10-22
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,766 from 1,612
Change+154 (+10%)
Value$620.0K (+$11.2K)
Filed 2026-10-28
Argos Wealth Advisors, LLC
UNCHANGED
Shares1,757 from 1,757
Change0 (0%)
Value$617.0K (-$46.7K)
Filed 2026-11-02
Cutler Investment Counsel LLC
INCREASED
Shares1,750 from 1,723
Change+27 (+2%)
Value$614.6K (-$36.3K)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED
Shares1,745 from 1,655
Change+90 (+5%)
Value$612.9K (-$12.4K)
Filed 2026-10-30
Granite Group Advisors, LLC
DECREASED
Shares1,740 from 1,948
Change-208 (-11%)
Value$611.1K (-$124.8K)
Filed 2026-10-14
T3 Companies, LLC
INCREASED
Shares1,738 from 1,295
Change+443 (+34%)
Value$610.4K (+$121.2K)
Filed 2026-10-22
Roberts Wealth Advisors, LLC
INCREASED
Shares1,738 from 1,693
Change+45 (+3%)
Value$610.4K (-$29.2K)
Filed 2026-10-14
International Private Wealth Advisors LLC
DECREASED
Shares1,737 from 5,161
Change-3,424 (-66%)
Value$610.1K (-$1.3M)
Filed 2026-11-05
LifeSteps Financial, Inc.
DECREASED
Shares1,720 from 2,068
Change-348 (-17%)
Value$603.9K (-$177.3K)
Filed 2026-10-15
Nicollet Investment Management, Inc.
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$604.0K (-$46.0K)
Filed 2026-10-14
Three Magnolias Financial Advisors, LLC
DECREASED
Shares1,715 from 1,915
Change-200 (-10%)
Value$602.3K (-$121.1K)
Filed 2026-10-14
Chiron Capital Management, LLC
INCREASED
Shares1,714 from 1,329
Change+385 (+29%)
Value$601.9K (+$99.9K)
Filed 2026-10-15
Waller Financial Planning Group, Inc
DECREASED
Shares1,707 from 1,715
Change-8 (0%)
Value$599.5K (-$48.4K)
Filed 2026-10-07
Flavin Financial Services, Inc.
UNCHANGED
Shares1,707 from 1,707
Change0 (0%)
Value$599.4K (-$45.3K)
Filed 2026-10-21
Lexington Hill Partners, LLC
INCREASED
Shares1,699 from 1,658
Change+41 (+2%)
Value$596.7K (-$29.7K)
Filed 2026-10-13
PMG Family Office LLC
INCREASED
Shares1,692 from 1,612
Change+80 (+5%)
Value$594.2K (-$14.7K)
Filed 2026-10-19
Kelleher Financial Advisors
DECREASED
Shares1,680 from 3,928
Change-2,248 (-57%)
Value$590.0K (-$893.8K)
Filed 2026-10-30
Alamar Capital Management, LLC
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$590.0K (-$44.6K)
Filed 2026-11-02
Counterpoint Mutual Funds LLC
DECREASED
Shares1,676 from 1,812
Change-136 (-8%)
Value$588.6K (-$95.9K)
Filed 2026-10-16
Dynamic Wealth Strategies, LLC
INCREASED
Shares1,675 from 1,669
Change+6 (+0%)
Value$588.2K (-$42.2K)
Filed 2026-10-16
Enclave Advisors LLC
DECREASED
Shares1,671 from 2,042
Change-371 (-18%)
Value$586.8K (-$184.4K)
Filed 2026-10-14
Rare Wolf Capital LLC
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$586.5K (-$44.4K)
Filed 2026-10-20
Weinberger Asset Management, Inc
INCREASED
Shares1,669 from 1,587
Change+82 (+5%)
Value$586.1K (-$31.7K)
Filed 2026-10-28
Unified Investment Management
DECREASED
Shares1,668 from 1,778
Change-110 (-6%)
Value$585.8K (-$85.9K)
Filed 2026-10-14
FWG Investments, Llc.
DECREASED
Shares1,665 from 1,688
Change-23 (-1%)
Value$584.7K (-$53.1K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares1,663 from 2,213
Change-550 (-25%)
Value$584.1K (-$252.0K)
Filed 2026-11-04
FF Advisors,LLC
DECREASED
Shares1,662 from 1,664
Change-2 (0%)
Value$583.7K (-$44.9K)
Filed 2026-10-21
Nautilus Advisors LLC
DECREASED
Shares1,661 from 1,686
Change-25 (-1%)
Value$583.3K (-$91.2K)
Filed 2026-10-07
Midwest Financial Partners Investments, Inc.
DECREASED
Shares1,660 from 1,665
Change-5 (0%)
Value$583.0K (-$46.0K)
Filed 2026-10-08
SFG Wealth Management, Llc.
INCREASED
Shares1,657 from 1,642
Change+15 (+1%)
Value$581.9K (-$38.3K)
Filed 2026-10-23
High Point Wealth Management, LLC
INCREASED
Shares1,655 from 1,510
Change+145 (+10%)
Value$581.1K (+$10.8K)
Filed 2026-11-05
Guardian Asset Advisors, LLC
DECREASED
Shares1,654 from 1,713
Change-59 (-3%)
Value$581.1K (-$66.2K)
Filed 2026-10-16
Financial Guidance Group, Inc.
INCREASED
Shares1,649 from 1,630
Change+19 (+1%)
Value$579.1K (-$36.6K)
Filed 2026-10-21
tru Independence LLC
INCREASED
Shares1,643 from 1,538
Change+105 (+7%)
Value$577.0K (-$3.8K)
Filed 2026-10-20
CenterStar Asset Management, LLC
DECREASED
Shares1,642 from 2,049
Change-407 (-20%)
Value$577.4K (-$196.8K)
Filed 2026-10-09
Ballast, Inc.
DECREASED
Shares1,641 from 1,667
Change-26 (-2%)
Value$576.3K (-$53.4K)
Filed 2026-10-20
Grandfield & Dodd, LLC
DECREASED
Shares1,640 from 1,760
Change-120 (-7%)
Value$576.0K (-$88.9K)
Filed 2026-10-29
Opulen Financial Group LLC
INCREASED
Shares1,638 from 1,563
Change+75 (+5%)
Value$575.2K (-$15.2K)
Filed 2026-10-22
Bath Savings Trust Co
INCREASED
Shares1,636 from 1,580
Change+56 (+4%)
Value$574.5K (-$22.3K)
Filed 2026-10-07
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,629 from 1,629
Change0 (0%)
Value$572.0K (-$43.3K)
Filed 2026-11-03
Petros Family Wealth, LLC
DECREASED
Shares1,628 from 2,418
Change-790 (-33%)
Value$571.7K (-$341.7K)
Filed 2026-10-28
Rareview Capital LLC
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$571.3K (+$122.9K)
Filed 2026-11-05
Lodestar Private Asset Management LLC
DECREASED
Shares1,621 from 1,626
Change-5 (0%)
Value$569.3K (-$44.9K)
Filed 2026-10-26
Ifrah Financial Services, Inc.
DECREASED
Shares1,615 from 1,665
Change-50 (-3%)
Value$567.0K (-$62.0K)
Filed 2026-10-13
Denver PWM, LLC
UNCHANGED
Shares1,611 from 1,611
Change0 (0%)
Value$565.8K (-$67.3K)
Filed 2026-10-22
Integrated Wealth Management
INCREASED
Shares1,603 from 1,476
Change+127 (+9%)
Value$563.1K (+$5.4K)
Filed 2026-10-19
Triton Wealth Management, Pllc
DECREASED
Shares1,603 from 1,681
Change-78 (-5%)
Value$533.7K (-$119.7K)
Filed 2026-11-04
Fonville Wealth Management LLC
INCREASED
Shares1,602 from 1,210
Change+392 (+32%)
Value$562.8K (+$105.8K)
Filed 2026-10-28
TrueWealth Advisors, LLC
DECREASED
Shares1,597 from 1,607
Change-10 (-1%)
Value$560.8K (-$46.1K)
Filed 2026-10-09
Brickley Wealth Management
INCREASED
Shares1,594 from 1,325
Change+269 (+20%)
Value$559.8K (+$59.3K)
Filed 2026-11-04
BlueChip Wealth Advisors LLC
INCREASED
Shares1,590 from 1,178
Change+412 (+35%)
Value$558.5K (+$113.4K)
Filed 2026-11-03
William John Sempolinski
DECREASED
Shares1,585 from 3,085
Change-1,500 (-49%)
Value$556.6K (-$608.7K)
Filed 2026-10-20
Rubicon Advisors, GP
INCREASED
Shares1,584 from 1,551
Change+33 (+2%)
Value$556.4K (-$29.6K)
Filed 2026-10-23
Factor Wealth Management LTD
DECREASED
Shares1,583 from 1,660
Change-77 (-5%)
Value$555.9K (-$71.1K)
Filed 2026-10-08
Ridgeline Wealth Planning, LLC
INCREASED
Shares1,580 from 1,302
Change+278 (+21%)
Value$555.0K (+$63.1K)
Filed 2026-10-29
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares1,578 from 775
Change+803 (+104%)
Value$554.2K (+$261.4K)
Filed 2026-11-02
Nadler Financial Group, Inc.
INCREASED
Shares1,578 from 1,548
Change+30 (+2%)
Value$554.2K (-$30.6K)
Filed 2026-10-23
Rahlfs Capital, LLC
NEW
Shares1,576
Change+1,576
Value$553.5K
Filed 2026-10-23
United Financial Planning Group LLC
DECREASED
Shares1,574 from 1,598
Change-24 (-1%)
Value$552.8K (-$50.8K)
Filed 2026-11-04
James T. Borello RIA
INCREASED
Shares1,572 from 1,468
Change+104 (+7%)
Value$552.1K (-$2.5K)
Filed 2026-10-16
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares1,571 from 1,450
Change+121 (+8%)
Value$551.7K (+$4.0K)
Filed 2026-10-15
Axiom Investment Management LLC
DECREASED
Shares1,570 from 1,679
Change-109 (-6%)
Value$551.4K (-$82.9K)
Filed 2026-11-03
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares1,570 from 1,590
Change-20 (-1%)
Value$551.5K (-$49.2K)
Filed 2026-10-20
Harrington Investments, Inc
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$551.4K (-$41.7K)
Filed 2026-10-14
Aspen Investment Management Inc
INCREASED
Shares1,567 from 1,526
Change+41 (+3%)
Value$550.0K (-$26.0K)
Filed 2026-11-05
DeLarme Wealth Management, Inc.
INCREASED
Shares1,567 from 1,536
Change+31 (+2%)
Value$550.3K (-$29.9K)
Filed 2026-10-30
IMZ Advisory Inc
INCREASED
Shares1,565 from 1,555
Change+10 (+1%)
Value$549.5K (-$37.8K)
Filed 2026-11-03
Blue Square Asset Management, LLC
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$548.6K (-$41.5K)
Filed 2026-11-02
IFS Advisors, LLC
INCREASED
Shares1,559 from 100
Change+1,459 (+1459%)
Value$547.5K (+$509.8K)
Filed 2026-10-14
New England Professional Planning Group Inc.
UNCHANGED
Shares1,556 from 1,556
Change0 (0%)
Value$546.5K (-$41.3K)
Filed 2026-10-29
Wagner Wealth Management, Corp
DECREASED
Shares1,550 from 1,881
Change-331 (-18%)
Value$544.3K (-$166.2K)
Filed 2026-10-20
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares1,544 from 1,629
Change-85 (-5%)
Value$542.2K (-$73.1K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares1,543
Change+1,543
Value$541.9K
Filed 2026-11-04
Canandaigua National Trust Co of Florida
NEW
Shares1,542
Change+1,542
Value$541.5K
Filed 2026-10-07
MBE Wealth Management, LLC
INCREASED
Shares1,540 from 1,294
Change+246 (+19%)
Value$540.7K (+$51.8K)
Filed 2026-10-26
Fulcrum Capital LLC
DECREASED
Shares1,540 from 1,594
Change-54 (-3%)
Value$540.8K (-$61.3K)
Filed 2026-10-15
John Boyer, Inc.
NEW
Shares1,533
Change+1,533
Value$538.2K
Filed 2026-10-27
Cooper S Advisors, LLC
DECREASED
Shares1,524 from 1,667
Change-143 (-9%)
Value$535.2K (-$94.5K)
Filed 2026-11-03
Wealth Quarterback LLC
DECREASED
Shares1,523 from 1,551
Change-28 (-2%)
Value$534.7K (-$51.3K)
Filed 2026-10-20
First National Bank Sioux Falls
DECREASED
Shares1,520 from 1,574
Change-54 (-3%)
Value$533.8K (-$93.4K)
Filed 2026-10-13
White Lighthouse Investment Management Inc.
DECREASED
Shares1,519 from 1,567
Change-48 (-3%)
Value$533.3K (-$58.6K)
Filed 2026-10-21
Financial Symmetry Inc
INCREASED
Shares1,518 from 1,091
Change+427 (+39%)
Value$533.1K (+$121.0K)
Filed 2026-10-06
Private Capital Advisors, Inc.
INCREASED
Shares1,515 from 1,267
Change+248 (+20%)
Value$532.1K (+$53.4K)
Filed 2026-10-06
BancFirst Trust & Investment Management
DECREASED
Shares1,514 from 2,032
Change-518 (-25%)
Value$537.6K (-$219.2K)
Filed 2026-10-30
Ehrlich Financial Group
INCREASED
Shares1,513 from 1,389
Change+124 (+9%)
Value$531.3K (+$6.7K)
Filed 2026-10-20
KOM Wealth Management Group, LLC
DECREASED
Shares1,511 from 1,515
Change-4 (0%)
Value$530.7K (-$41.6K)
Filed 2026-10-15
Proathlete Wealth Management LLC
INCREASED
Shares1,509 from 695
Change+814 (+117%)
Value$530.0K (+$267.4K)
Filed 2026-10-15
Baring Financial LLC
INCREASED
Shares1,504 from 1,453
Change+51 (+4%)
Value$528.2K (-$20.5K)
Filed 2026-10-07
Tempus Wealth Planning, LLC
INCREASED
Shares1,502 from 1,353
Change+149 (+11%)
Value$527.4K (+$16.3K)
Filed 2026-10-14
Brookmont Capital Management
INCREASED
Shares1,499 from 1,407
Change+92 (+7%)
Value$526.3K (-$5.3K)
Filed 2026-10-23
WT Wealth Management
INCREASED
Shares1,495 from 684
Change+811 (+119%)
Value$524.9K (+$266.5K)
Filed 2026-10-13
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares1,494 from 1,126
Change+368 (+33%)
Value$524.7K (+$99.3K)
Filed 2026-11-02
Arlington Financial Advisors, LLC
INCREASED
Shares1,484 from 1,317
Change+167 (+13%)
Value$521.2K (+$23.7K)
Filed 2026-10-19
Chris Bulman Inc
INCREASED
Shares1,478 from 1,329
Change+149 (+11%)
Value$519.2K (+$17.1K)
Filed 2026-10-20
Parker Financial LLC
DECREASED
Shares1,478 from 1,502
Change-24 (-2%)
Value$519.1K (-$48.3K)
Filed 2026-11-05
Legacy Financial Group, Inc.
INCREASED
Shares1,475 from 1,105
Change+370 (+33%)
Value$518.0K (+$100.6K)
Filed 2026-10-21
Fidelity D & D Bancorp Inc
UNCHANGED
Shares1,469 from 1,469
Change0 (0%)
Value$515.9K (-$39.0K)
Filed 2026-11-05
Liberty Atlantic Advisors LLC
NEW
Shares1,463
Change+1,463
Value$513.8K
Filed 2026-10-14
One Plus One Wealth Management, LLC
UNCHANGED
Shares1,462 from 1,462
Change0 (0%)
Value$513.4K (-$38.8K)
Filed 2026-10-16
Searle & Co.
DECREASED
Shares1,455 from 1,655
Change-200 (-12%)
Value$511.0K (-$114.2K)
Filed 2026-11-04
1620 Investment Advisors, Inc.
INCREASED
Shares1,454 from 1,452
Change+2 (+0%)
Value$510.5K (-$38.2K)
Filed 2026-11-04
Heritage Wealth Management, Inc. s
INCREASED
Shares1,453 from 1,452
Change+1 (+0%)
Value$510.1K (-$38.6K)
Filed 2026-11-06
Redwood Family Wealth LLC
INCREASED
Shares1,452 from 1,437
Change+15 (+1%)
Value$510.1K (-$32.7K)
Filed 2026-10-20
Dupree Financial Group, LLC
INCREASED
Shares1,450 from 1,200
Change+250 (+21%)
Value$509.4K (+$56.0K)
Filed 2026-10-09
OFS Enterprise LLC
DECREASED
Shares1,450 from 1,484
Change-34 (-2%)
Value$509.2K (-$51.4K)
Filed 2026-10-16
Towercrest Capital Management
DECREASED
Shares1,446 from 1,496
Change-50 (-3%)
Value$507.8K (-$57.3K)
Filed 2026-10-23
Traphagen Investment Advisors LLC
INCREASED
Shares1,444 from 982
Change+462 (+47%)
Value$507.1K (+$136.0K)
Filed 2026-10-14
Catalyst Investment Management LLC
DECREASED
Shares1,444 from 1,484
Change-40 (-3%)
Value$507.2K (-$53.3K)
Filed 2026-10-21
Clarus Wealth Advisors
INCREASED
Shares1,443 from 1,422
Change+21 (+1%)
Value$521.5K (-$31.2K)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares1,440 from 1,438
Change+2 (+0%)
Value$505.6K (-$37.7K)
Filed 2026-10-29
Barlow Wealth Partners, LLC
UNCHANGED
Shares1,438 from 1,438
Change0 (0%)
Value$540.4K (-$18.5K)
Filed 2026-10-15
Integrity Wealth Partners, LLC
NEW
Shares1,427
Change+1,427
Value$501.1K
Filed 2026-10-14
Evansbrook LLC
INCREASED
Shares1,427 from 1,293
Change+134 (+10%)
Value$501.0K (+$12.4K)
Filed 2026-10-16
Carrera Capital Advisors
DECREASED
Shares1,427 from 1,449
Change-22 (-2%)
Value$501.2K (-$46.2K)
Filed 2026-11-03
Birch Financial Group, LLC
INCREASED
Shares1,424 from 896
Change+528 (+59%)
Value$500.0K (+$161.4K)
Filed 2026-10-27
Carter Financial Group, Inc.
DECREASED
Shares1,424 from 1,836
Change-412 (-22%)
Value$500.1K (-$193.4K)
Filed 2026-10-21
Gray Private Wealth, LLC
UNCHANGED
Shares1,423 from 1,423
Change0 (0%)
Value$499.7K (-$37.8K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
DECREASED
Shares1,420 from 4,382
Change-2,962 (-68%)
Value$498.6K (-$1.2M)
Filed 2026-11-04
Shira Ridge Wealth Management
DECREASED
Shares1,420 from 1,481
Change-61 (-4%)
Value$498.7K (-$60.8K)
Filed 2026-10-09
Cadinha & Co LLC
INCREASED
Shares1,413 from 1,373
Change+40 (+3%)
Value$496.2K (-$22.4K)
Filed 2026-10-22
Verus Financial Partners, Inc.
DECREASED
Shares1,412 from 1,437
Change-25 (-2%)
Value$495.9K (-$46.9K)
Filed 2026-10-29
Heritage OAK Wealth Advisors LLC
DECREASED
Shares1,411 from 1,525
Change-114 (-7%)
Value$495.6K (-$80.6K)
Filed 2026-10-14
Elmwood Wealth Management, Inc.
DECREASED
Shares1,404 from 1,419
Change-15 (-1%)
Value$493.2K (-$43.0K)
Filed 2026-10-14
Praxis Capital Management LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$491.7K (-$37.2K)
Filed 2026-10-16
Braeburn Wealth Management LLC
DECREASED
Shares1,395 from 1,494
Change-99 (-7%)
Value$490.0K (-$74.4K)
Filed 2026-10-15
Montgomery Investment Management Inc
UNCHANGED
Shares1,393 from 1,393
Change0 (0%)
Value$489.3K (-$37.0K)
Filed 2026-10-26
Gallacher Capital Management LLC
DECREASED
Shares1,391 from 1,494
Change-103 (-7%)
Value$488.3K (-$76.1K)
Filed 2026-10-30
First Growth Capital LLC
INCREASED
Shares1,390 from 1,366
Change+24 (+2%)
Value$488.0K (-$27.8K)
Filed 2026-10-15
O'Brien Greene & Co. Inc
UNCHANGED
Shares1,389 from 1,389
Change0 (0%)
Value$487.8K (-$36.9K)
Filed 2026-11-05
Equity Wealth Partners, LLC
DECREASED
Shares1,388 from 1,392
Change-4 (0%)
Value$487.4K (-$38.2K)
Filed 2026-10-26
Live Oak Private Wealth LLC
INCREASED
Shares1,387 from 1,215
Change+172 (+14%)
Value$487.1K (+$28.1K)
Filed 2026-11-02
McMill Wealth Management
NEW
Shares1,386
Change+1,386
Value$486.7K
Filed 2026-11-05
Kaizen Financial Strategies
INCREASED
Shares1,386 from 1,305
Change+81 (+6%)
Value$486.7K (+$4.8K)
Filed 2026-10-09
Boston Standard Wealth Management, LLC
INCREASED
Shares1,381 from 1,219
Change+162 (+13%)
Value$485.3K (+$32.7K)
Filed 2026-10-07
True Wealth Design, LLC
INCREASED
Shares1,378 from 1,323
Change+55 (+4%)
Value$483.9K (-$15.8K)
Filed 2026-10-13
Uhlmann Price Securities, LLC
DECREASED
Shares1,375 from 1,576
Change-201 (-13%)
Value$483.0K (-$112.4K)
Filed 2026-11-03
Tabr Capital Management, LLC
INCREASED
Shares1,374 from 1,371
Change+3 (+0%)
Value$482.4K (-$35.5K)
Filed 2026-10-20
Rachor Investment Advisory Services, LLC
INCREASED
Shares1,366 from 1,363
Change+3 (+0%)
Value$479.7K (-$35.3K)
Filed 2026-10-29
Bryant Woods Investment Advisors, LLC
INCREASED
Shares1,365 from 1,348
Change+17 (+1%)
Value$479.1K (-$29.9K)
Filed 2026-10-26
Beacon Financial Planning, Inc
INCREASED
Shares1,363 from 1,278
Change+85 (+7%)
Value$478.6K (-$4.2K)
Filed 2026-11-04
Wendell David Associates Inc
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$479.0K (-$36.0K)
Filed 2026-10-27
Collective Family Office LLC
INCREASED
Shares1,360 from 1,356
Change+4 (+0%)
Value$477.6K (-$34.6K)
Filed 2026-10-05
Advocate Investing Services LLC
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$477.6K (-$36.1K)
Filed 2026-10-26
Elevated Financial Group LLC
INCREASED
Shares1,358 from 1,279
Change+79 (+6%)
Value$476.9K (-$6.2K)
Filed 2026-10-16
Gibraltar Capital Management, Inc.
INCREASED
Shares1,356 from 673
Change+683 (+101%)
Value$476.1K (+$221.9K)
Filed 2026-10-27
Foundry Financial Group, Inc.
INCREASED
Shares1,355 from 1,312
Change+43 (+3%)
Value$475.9K (-$19.7K)
Filed 2026-10-28
Hughes Financial Services, LLC
INCREASED
Shares1,352 from 1,286
Change+66 (+5%)
Value$466.4K (-$19.3K)
Filed 2026-10-30
Pacific Sage Partners, LLC
DECREASED
Shares1,351 from 1,357
Change-6 (0%)
Value$474.5K (-$38.1K)
Filed 2026-10-21
Integrity Wealth Advisors, Inc.
NEW
Shares1,350
Change+1,350
Value$474.1K
Filed 2026-10-29
Level Wealth Management LLC
NEW
Shares1,346
Change+1,346
Value$472.7K
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,345 from 1,051
Change+294 (+28%)
Value$472.5K (+$75.5K)
Filed 2026-11-02
Towerpoint Wealth, LLC
DECREASED
Shares1,341 from 1,357
Change-16 (-1%)
Value$471.0K (-$41.6K)
Filed 2026-10-13
Urban Wealth Management, LLC
INCREASED
Shares1,338 from 1,325
Change+13 (+1%)
Value$469.9K (-$30.6K)
Filed 2026-10-21
Wingate Wealth Advisors, Inc.
INCREASED
Shares1,330 from 1,315
Change+15 (+1%)
Value$467.1K (-$29.7K)
Filed 2026-10-26
Successful Portfolios LLC
INCREASED
Shares1,329 from 1,324
Change+5 (+0%)
Value$481.1K (-$49.1K)
Filed 2026-10-09
AAF Wealth Management, LLC
DECREASED
Shares1,328 from 1,436
Change-108 (-8%)
Value$466.4K (-$75.9K)
Filed 2026-10-28
First City Capital Management, Inc.
DECREASED
Shares1,326 from 1,351
Change-25 (-2%)
Value$465.7K (-$44.7K)
Filed 2026-10-27
Teza Capital Management LLC
INCREASED
Shares1,321 from 1,026
Change+295 (+29%)
Value$463.9K (+$76.4K)
Filed 2026-10-23
Smart Wealth LLC
DECREASED
Shares1,320 from 2,725
Change-1,405 (-52%)
Value$463.7K (-$565.5K)
Filed 2026-11-04
HRC Wealth Management, LLC
INCREASED
Shares1,316 from 1,315
Change+1 (+0%)
Value$462.2K (-$34.5K)
Filed 2026-10-16
Aegis Wealth Management, Inc.
DECREASED
Shares1,312 from 1,364
Change-52 (-4%)
Value$460.8K (-$54.5K)
Filed 2026-10-26
GenWealth Group, Inc.
DECREASED
Shares1,308 from 1,334
Change-26 (-2%)
Value$459.4K (-$44.6K)
Filed 2026-10-16
First United Bank & Trust
INCREASED
Shares1,308 from 1,285
Change+23 (+2%)
Value$459.4K (-$26.1K)
Filed 2026-10-22
Miller Global Investments, LLC
INCREASED
Shares1,307 from 953
Change+354 (+37%)
Value$459.0K (+$99.0K)
Filed 2026-10-02
Family Investment Center, Inc.
DECREASED
Shares1,306 from 1,568
Change-262 (-17%)
Value$458.8K (-$133.5K)
Filed 2026-10-19
Wealth Management Nebraska
INCREASED
Shares1,305 from 1,276
Change+29 (+2%)
Value$458.5K (-$23.7K)
Filed 2026-10-26
J.M. Arbour, LLC
INCREASED
Shares1,304 from 1,241
Change+63 (+5%)
Value$458.0K (-$10.8K)
Filed 2026-11-05
25 LLC
INCREASED
Shares1,302 from 1,284
Change+18 (+1%)
Value$457.3K (-$27.7K)
Filed 2026-10-13
Helium Advisors LLC
INCREASED
Shares1,301 from 1,297
Change+4 (+0%)
Value$457.0K (-$32.9K)
Filed 2026-10-23
Klein Pavlis & Peasley Financial, Inc.
DECREASED
Shares1,296 from 1,331
Change-35 (-3%)
Value$455.1K (-$47.7K)
Filed 2026-10-13
Sagace Wealth Management LLC
DECREASED
Shares1,295 from 1,402
Change-107 (-8%)
Value$454.8K (-$74.8K)
Filed 2026-10-28
Bank & Trust Co
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$454.1K (-$34.3K)
Filed 2026-10-07
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares1,287 from 1,033
Change+254 (+25%)
Value$451.9K (+$61.8K)
Filed 2026-10-21
Matauro, LLC
DECREASED
Shares1,277 from 1,288
Change-11 (-1%)
Value$448.5K (-$38.0K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares1,273 from 1,798
Change-525 (-29%)
Value$447.1K (-$232.3K)
Filed 2026-10-20
Investment Research & Advisory Group, Inc.
INCREASED
Shares1,272 from 999
Change+273 (+27%)
Value$504.7K (+$97.4K)
Filed 2026-10-19
Meritas Wealth Management, LLC
INCREASED
Shares1,267 from 1,040
Change+227 (+22%)
Value$445.0K (+$52.1K)
Filed 2026-10-14
Inspirion Wealth Advisors, LLC
INCREASED
Shares1,267 from 1,190
Change+77 (+6%)
Value$444.9K (+$5.3K)
Filed 2026-10-09
Ackerman Capital Advisors, LLC
INCREASED
Shares1,263 from 862
Change+401 (+47%)
Value$443.6K (+$117.9K)
Filed 2026-10-30
American Capital Advisory, LLC
INCREASED
Shares1,253 from 1,232
Change+21 (+2%)
Value$440.0K (-$25.3K)
Filed 2026-10-28
Davis Investment Partners, LLC
INCREASED
Shares1,252 from 1,082
Change+170 (+16%)
Value$439.8K (+$31.0K)
Filed 2026-11-05
Capital Square, LLC
DECREASED
Shares1,250 from 1,300
Change-50 (-4%)
Value$439.3K (-$80.9K)
Filed 2026-10-19
Future Financial Wealth Managment LLC
DECREASED
Shares1,243 from 1,549
Change-306 (-20%)
Value$436.7K (-$171.2K)
Filed 2026-10-15
Cpwa, LLC
INCREASED
Shares1,242 from 1,171
Change+71 (+6%)
Value$440.6K (-$1.7K)
Filed 2026-11-04
Alliance Wealth Management Group
DECREASED
Shares1,242 from 1,292
Change-50 (-4%)
Value$436.2K (-$51.9K)
Filed 2026-10-29
Oasis Advisors, LLC
NEW
Shares1,240
Change+1,240
Value$435.7K
Filed 2026-10-16
Prospect Financial Group LLC
DECREASED
Shares1,233 from 1,272
Change-39 (-3%)
Value$433.0K (-$47.5K)
Filed 2026-11-05
Cornerstone Enterprises, LLC
INCREASED
Shares1,231 from 1,053
Change+178 (+17%)
Value$432.3K (+$34.5K)
Filed 2026-10-15
Financial Consulate, Inc
DECREASED
Shares1,229 from 1,308
Change-79 (-6%)
Value$431.5K (-$62.8K)
Filed 2026-10-23
BridgePort Financial Solutions, LLC
NEW
Shares1,226
Change+1,226
Value$430.6K
Filed 2026-11-02
First Premier Bank
UNCHANGED
Shares1,224 from 1,224
Change0 (0%)
Value$412.0K (-$50.0K)
Filed 2026-10-13
Boyd Wealth Management, LLC
NEW
Shares1,222
Change+1,222
Value$429.3K
Filed 2026-10-20
Michael Brady & Co., LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$428.5K (-$32.4K)
Filed 2026-10-23
Arbor Investment Advisors, LLC
INCREASED
Shares1,218 from 1,165
Change+53 (+5%)
Value$427.9K (-$12.2K)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
INCREASED
Shares1,217 from 1,185
Change+32 (+3%)
Value$427.4K (-$20.2K)
Filed 2026-10-29
CPA Asset Management Group, LLC
DECREASED
Shares1,217 from 1,238
Change-21 (-2%)
Value$427.4K (-$40.3K)
Filed 2026-10-26
Balance Wealth Partners LLC
DECREASED
Shares1,216 from 1,236
Change-20 (-2%)
Value$427.2K (-$39.5K)
Filed 2026-10-27
Define Financial, LLC
DECREASED
Shares1,213 from 1,232
Change-19 (-2%)
Value$425.8K (-$39.4K)
Filed 2026-10-14
Eclectic Associates Inc
INCREASED
Shares1,211 from 1,201
Change+10 (+1%)
Value$425.3K (-$28.4K)
Filed 2026-10-09
Argyle Capital Partners, LLC
DECREASED
Shares1,209 from 1,258
Change-49 (-4%)
Value$424.7K (-$50.5K)
Filed 2026-10-23
Entrewealth, LLC
INCREASED
Shares1,208 from 1,135
Change+73 (+6%)
Value$424.2K (-$53.1K)
Filed 2026-10-14
Thoma Capital Management LLC
DECREASED
Shares1,208 from 1,248
Change-40 (-3%)
Value$424.5K (-$47.2K)
Filed 2026-10-19
Financial Partners Group, Inc
DECREASED
Shares1,204 from 1,580
Change-376 (-24%)
Value$423.0K (-$173.8K)
Filed 2026-10-19
Torrey Growth & Income Advisors
INCREASED
Shares1,200 from 914
Change+286 (+31%)
Value$425.6K (+$81.4K)
Filed 2026-11-04
KG Capital Management
DECREASED
Shares1,198 from 1,354
Change-156 (-12%)
Value$420.7K (-$90.7K)
Filed 2026-10-15
Chapman Financial Group, LLC
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$420.7K (-$31.8K)
Filed 2026-10-26
Griffith & Werner, Inc.
DECREASED
Shares1,196 from 1,219
Change-23 (-2%)
Value$420.1K (-$40.9K)
Filed 2026-11-04
Founders Capital Management
INCREASED
Shares1,193 from 1,186
Change+7 (+1%)
Value$419.0K (-$29.0K)
Filed 2026-10-13
Kitching Partners, LLC
UNCHANGED
Shares1,191 from 1,191
Change0 (0%)
Value$418.3K (-$31.6K)
Filed 2026-11-02
Visionary Horizons, LLC
DECREASED
Shares1,190 from 1,259
Change-69 (-5%)
Value$418.1K (-$57.7K)
Filed 2026-10-22
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares1,186 from 925
Change+261 (+28%)
Value$416.5K (+$67.0K)
Filed 2026-10-22
Poehling Capital Management, Inc.
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$416.5K (-$31.5K)
Filed 2026-10-20
A4 Wealth Advisors LLC
INCREASED
Shares1,184 from 1,154
Change+30 (+3%)
Value$415.8K (-$20.1K)
Filed 2026-10-20
Southern Financial Group, LLC
UNCHANGED
Shares1,181 from 1,181
Change0 (0%)
Value$414.8K (-$31.3K)
Filed 2026-10-30
Purewater Capital LLC
INCREASED
Shares1,172 from 1,168
Change+4 (+0%)
Value$411.4K (-$29.9K)
Filed 2026-10-23
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares1,170 from 937
Change+233 (+25%)
Value$410.9K (+$56.9K)
Filed 2026-10-27
First Citizens Financial Corp
DECREASED
Shares1,170 from 1,211
Change-41 (-3%)
Value$410.9K (-$46.6K)
Filed 2026-10-02
Meridian Investment Counsel Inc.
NEW
Shares1,168
Change+1,168
Value$410.2K
Filed 2026-10-14
Tucker Asset Management LLC
INCREASED
Shares1,168 from 1,054
Change+114 (+11%)
Value$410.1K (+$12.1K)
Filed 2026-10-29
Seelaus Asset Management LLC
DECREASED
Shares1,167 from 1,177
Change-10 (-1%)
Value$409.8K (-$34.8K)
Filed 2026-10-14
Boyer Financial Services, Inc.
INCREASED
Shares1,162 from 1,161
Change+1 (+0%)
Value$408.1K (-$10.4K)
Filed 2026-10-23
Durante & Waters, LLC
NEW
Shares1,161
Change+1,161
Value$407.7K
Filed 2026-10-28
DMC Group, LLC
INCREASED
Shares1,161 from 1,041
Change+120 (+12%)
Value$407.7K (+$14.5K)
Filed 2026-10-26
Waycross Investment Management Co
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$407.4K (-$30.8K)
Filed 2026-10-14
Sterling Wealth Management, Inc.
DECREASED
Shares1,157 from 1,159
Change-2 (0%)
Value$406.3K (-$31.5K)
Filed 2026-10-23
Auctus Advisors LLC
INCREASED
Shares1,154 from 1,150
Change+4 (+0%)
Value$405.3K (-$29.1K)
Filed 2026-10-23
Clearview Wealth Management LLC
UNCHANGED
Shares1,151 from 1,151
Change0 (0%)
Value$411.4K (-$23.5K)
Filed 2026-10-16
Hardworking Capital Advisors, LLC
NEW
Shares1,150
Change+1,150
Value$404.0K
Filed 2026-10-20
Mascoma Wealth Management LLC
DECREASED
Shares1,146 from 1,153
Change-7 (-1%)
Value$402.5K (-$33.1K)
Filed 2026-10-23
Kassira Wealth Management LLC
NEW
Shares1,145
Change+1,145
Value$402.2K
Filed 2026-10-28
Peterson Wealth Advisors, LLC
INCREASED
Shares1,141 from 1,046
Change+95 (+9%)
Value$400.7K (+$5.7K)
Filed 2026-10-08
Retirement Solution LLC
INCREASED
Shares1,138 from 930
Change+208 (+22%)
Value$399.7K (+$48.4K)
Filed 2026-10-27
Capital Squared Financial LLC
DECREASED
Shares1,125 from 1,142
Change-17 (-1%)
Value$394.9K (-$36.4K)
Filed 2026-10-30
Lynx Investment Advisory
NEW
Shares1,122
Change+1,122
Value$393.9K
Filed 2026-10-27
WestHill Financial Advisors, Inc.
UNCHANGED
Shares1,119 from 1,119
Change0 (0%)
Value$393.0K (-$29.7K)
Filed 2026-10-14
Wealth Analytics Partners, LLC
DECREASED
Shares1,118 from 1,584
Change-466 (-29%)
Value$392.5K (-$223.8K)
Filed 2026-10-19
Matrix Asset Advisors Inc
UNCHANGED
Shares1,118 from 1,118
Change0 (0%)
Value$392.6K (-$29.7K)
Filed 2026-10-13
Cordoba Advisory Partners LLC
INCREASED
Shares1,112 from 1,085
Change+27 (+2%)
Value$390.5K (-$19.4K)
Filed 2026-10-19
Kure Advisory, LLC
DECREASED
Shares1,110 from 1,111
Change-1 (0%)
Value$389.8K (-$29.9K)
Filed 2026-10-08
Foundation Wealth Management, LLC
NEW
Shares1,105
Change+1,105
Value$387.9K
Filed 2026-10-22
WealthCare Investment Partners, LLC
DECREASED
Shares1,103 from 1,151
Change-48 (-4%)
Value$387.4K (-$47.5K)
Filed 2026-11-05
Seros Financial, LLC
INCREASED
Shares1,101 from 870
Change+231 (+27%)
Value$386.7K (+$58.0K)
Filed 2026-10-21
Fidelis iM, LLC
NEW
Shares1,100
Change+1,100
Value$386.3K
Filed 2026-10-16
Jmac Enterprises LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$386.3K (-$29.2K)
Filed 2026-10-30
Westbourne Investment Advisors, Inc.
INCREASED
Shares1,098 from 898
Change+200 (+22%)
Value$385.6K (+$46.4K)
Filed 2026-10-20
G2 Capital Management, LLC / OH
INCREASED
Shares1,098 from 1,097
Change+1 (+0%)
Value$385.5K (-$28.9K)
Filed 2026-10-23
Great Point Wealth Advisors, LLC
DECREASED
Shares1,097 from 1,118
Change-21 (-2%)
Value$385.1K (-$37.1K)
Filed 2026-10-15
Halter Ferguson Financial Inc.
DECREASED
Shares1,091 from 1,292
Change-201 (-16%)
Value$383.1K (-$104.9K)
Filed 2026-10-21
21 West Wealth Management LLC
DECREASED
Shares1,089 from 1,142
Change-53 (-5%)
Value$382.4K (-$48.9K)
Filed 2026-10-13
Silverlake Wealth Management LLC
INCREASED
Shares1,089 from 1,087
Change+2 (+0%)
Value$382.4K (-$28.2K)
Filed 2026-10-21
CLG LLC
INCREASED
Shares1,086 from 977
Change+109 (+11%)
Value$381.5K (+$12.6K)
Filed 2026-10-13
True Link Financial Advisors, LLC
DECREASED
Shares1,085 from 1,169
Change-84 (-7%)
Value$381.0K (-$60.5K)
Filed 2026-10-27
Hendershot Investments Inc.
INCREASED
Shares1,085 from 1,054
Change+31 (+3%)
Value$381.0K (-$17.1K)
Filed 2026-11-05
Stockman Wealth Management, Inc.
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$380.7K (-$28.8K)
Filed 2026-10-27
Langley Wealth Management, LLC
INCREASED
Shares1,070 from 995
Change+75 (+8%)
Value$375.9K (+$155)
Filed 2026-11-04
Wolff Financial Management LLC
INCREASED
Shares1,070 from 1,068
Change+2 (+0%)
Value$375.7K (-$27.7K)
Filed 2026-10-23
Hendley & Co Inc
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$376.0K (-$28.0K)
Filed 2026-10-29
Roth Financial Partners LLC
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$375.8K (-$28.4K)
Filed 2026-10-06
Black Diamond Financial, LLC
INCREASED
Shares1,068 from 545
Change+523 (+96%)
Value$375.1K (+$169.2K)
Filed 2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares1,068 from 1,129
Change-61 (-5%)
Value$375.1K (-$51.4K)
Filed 2026-10-28
HWG Holdings LP
DECREASED
Shares1,067 from 39,892
Change-38,825 (-97%)
Value$374.7K (-$14.7M)
Filed 2026-10-08
Pflug Koory, LLC
INCREASED
Shares1,067 from 300
Change+767 (+256%)
Value$374.9K (+$261.4K)
Filed 2026-10-26
W.H. Cornerstone Investments Inc.
DECREASED
Shares1,061 from 1,256
Change-195 (-16%)
Value$372.7K (-$101.8K)
Filed 2026-11-03
PCG Asset Management, LLC
NEW
Shares1,059
Change+1,059
Value$371.9K
Filed 2026-11-05
Tableaux LLC
DECREASED
Shares1,055 from 1,151
Change-96 (-8%)
Value$370.5K (-$64.4K)
Filed 2026-10-23
Benedict Financial Advisors Inc
INCREASED
Shares1,055 from 1,053
Change+2 (+0%)
Value$370.5K (-$27.3K)
Filed 2026-10-07
Corrado Advisors, LLC
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$370.5K (-$28.0K)
Filed 2026-10-27
Altus Wealth Management, LLC
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$369.8K (-$28.0K)
Filed 2026-10-13
Davis Capital Management
DECREASED
Shares1,048 from 1,216
Change-168 (-14%)
Value$368.1K (-$91.3K)
Filed 2026-10-08
Grey Ledge Advisors, LLC
INCREASED
Shares1,048 from 1,004
Change+44 (+4%)
Value$368.2K (-$11.3K)
Filed 2026-11-02
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares1,042 from 1,045
Change-3 (0%)
Value$366.0K (-$28.7K)
Filed 2026-10-14
Optima Capital LLC
INCREASED
Shares1,040 from 1,025
Change+15 (+1%)
Value$365.3K (-$21.9K)
Filed 2026-10-29
Amarillo National Bank
DECREASED
Shares1,038 from 1,178
Change-140 (-12%)
Value$364.5K (-$80.5K)
Filed 2026-10-23
Terra Nova Asset Management LLC
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$362.5K (-$27.4K)
Filed 2026-10-13
JDH Wealth Management, LLC
INCREASED
Shares1,029 from 989
Change+40 (+4%)
Value$361.4K (-$12.2K)
Filed 2026-10-20
Oak Asset Management, LLC
INCREASED
Shares1,025 from 575
Change+450 (+78%)
Value$360.0K (+$142.8K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
INCREASED
Shares1,023 from 1,003
Change+20 (+2%)
Value$359.3K (-$19.6K)
Filed 2026-10-26
Ulland Investment Advisors, LLC
UNCHANGED
Shares1,023 from 1,023
Change0 (0%)
Value$359.0K (-$27.0K)
Filed 2026-10-13
Mcrae Capital Management Inc
DECREASED
Shares1,022 from 1,122
Change-100 (-9%)
Value$358.9K (-$64.9K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED
Shares1,021 from 1,089
Change-68 (-6%)
Value$358.6K (-$52.8K)
Filed 2026-11-03
Wealth Preservation Advisors, LLC
DECREASED
Shares1,021 from 1,042
Change-21 (-2%)
Value$358.6K (-$35.0K)
Filed 2026-11-05
Avaii Wealth Management, LLC
DECREASED
Shares1,020 from 1,424
Change-404 (-28%)
Value$362.4K (-$175.6K)
Filed 2026-10-09
Bauman Advisory Group, LLC
INCREASED
Shares1,018 from 953
Change+65 (+7%)
Value$357.6K (-$2.6K)
Filed 2026-10-29
Eiger Wealth Management, LLC
NEW
Shares1,017
Change+1,017
Value$357.2K
Filed 2026-11-03
Spring Capital Management, LLC
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$356.5K (-$27.0K)
Filed 2026-10-09
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares1,014 from 1,121
Change-107 (-10%)
Value$356.1K (-$67.4K)
Filed 2026-10-15
QP Wealth Management, LLC
UNCHANGED
Shares1,013 from 1,013
Change0 (0%)
Value$355.8K (-$26.9K)
Filed 2026-10-20
OmniStar Financial Group, Inc.
INCREASED
Shares1,012 from 1,011
Change+1 (+0%)
Value$355.5K (-$26.6K)
Filed 2026-10-26
Sound Financial Strategies Group, LLC
DECREASED
Shares1,010 from 1,020
Change-10 (-1%)
Value$354.7K (-$30.6K)
Filed 2026-10-30
Discipline Wealth Solutions, LLC
DECREASED
Shares1,009 from 1,019
Change-10 (-1%)
Value$354.4K (-$30.6K)
Filed 2026-10-14
Pinnacle Financial Group, LLC / IL
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$354.0K (-$26.8K)
Filed 2026-10-29
W Advisors, LLC
INCREASED
Shares1,006 from 982
Change+24 (+2%)
Value$353.3K (-$17.7K)
Filed 2026-11-02
Wellington Shields Capital Management, LLC
DECREASED
Shares1,000 from 23,542
Change-22,542 (-96%)
Value$351.2K (-$8.5M)
Filed 2026-11-03
Wellington Shields & Co., LLC
DECREASED
Shares1,000 from 10,738
Change-9,738 (-91%)
Value$351.2K (-$3.7M)
Filed 2026-11-03
Diversified Portfolios, Inc.
INCREASED
Shares1,000 from 787
Change+213 (+27%)
Value$351.2K (+$53.9K)
Filed 2026-11-04
Post Resch Tallon Group Inc.
DECREASED
Shares1,000 from 1,017
Change-17 (-2%)
Value$351.2K (-$33.0K)
Filed 2026-10-09
Capital Management Associates
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$351.2K (-$26.6K)
Filed 2026-11-03
Phraction Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$351.2K (-$26.6K)
Filed 2026-10-14
Sentinel Pension Advisors, LLC
NEW
Shares996
Change+996
Value$349.8K
Filed 2026-11-02
Asset Advisory Group, Inc.
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$349.5K (-$26.4K)
Filed 2026-10-20
Main Line Retirement Advisors, LLC
INCREASED
Shares994 from 993
Change+1 (+0%)
Value$349.2K (-$26.0K)
Filed 2026-10-14
Financial Harvest, LLC
INCREASED
Shares993 from 748
Change+245 (+33%)
Value$348.8K (+$66.3K)
Filed 2026-10-15
Allstreet Capital Advisors LLC
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$347.7K (-$26.3K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
INCREASED
Shares980 from 842
Change+138 (+16%)
Value$344.2K (+$26.1K)
Filed 2026-10-28
Infinity Wealth Counsel, LLC
DECREASED
Shares977 from 1,056
Change-79 (-7%)
Value$343.1K (-$55.8K)
Filed 2026-10-15
Hardin Capital Partners, LLC
NEW
Shares975
Change+975
Value$342.4K
Filed 2026-10-09
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares974 from 894
Change+80 (+9%)
Value$342.1K (+$4.4K)
Filed 2026-10-28
Arrien Investments, Inc.
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$342.1K (-$25.9K)
Filed 2026-10-30
Sharkey, Howes & Javer
INCREASED
Shares973 from 960
Change+13 (+1%)
Value$341.7K (-$20.9K)
Filed 2026-10-22
Johnson Bixby & Associates, LLC
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$341.4K (-$25.8K)
Filed 2026-10-14
Lifelong Wealth Advisors, Inc.
INCREASED
Shares969 from 883
Change+86 (+10%)
Value$340.3K (+$6.8K)
Filed 2026-10-19
Willow Creek Wealth Management Inc.
DECREASED
Shares969 from 1,038
Change-69 (-7%)
Value$340.3K (-$51.8K)
Filed 2026-10-26
Barton Investment Management
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$338.9K (-$25.6K)
Filed 2026-10-27
Shikiar Asset Management Inc
DECREASED
Shares961 from 1,600
Change-639 (-40%)
Value$337.0K (-$267.0K)
Filed 2026-10-20
Guidance Capital, Inc
DECREASED
Shares960 from 1,015
Change-55 (-5%)
Value$309.3K (-$70.7K)
Filed 2026-11-03
Gerber, LLC
INCREASED
Shares957 from 906
Change+51 (+6%)
Value$336.0K (-$6.1K)
Filed 2026-10-21
Blackston Financial Advisory Group, LLC
NEW
Shares954
Change+954
Value$334.9K
Filed 2026-11-04
Farrell Financial LLC
INCREASED
Shares954 from 767
Change+187 (+24%)
Value$335.0K (+$45.3K)
Filed 2026-10-16
Meriwether Wealth & Planning, LLC
INCREASED
Shares953 from 807
Change+146 (+18%)
Value$334.7K (+$29.8K)
Filed 2026-10-13
Atwater Malick LLC
DECREASED
Shares952 from 1,096
Change-144 (-13%)
Value$334.3K (-$79.7K)
Filed 2026-10-15
CMG Global Holdings, LLC
INCREASED
Shares949 from 919
Change+30 (+3%)
Value$333.3K (-$13.9K)
Filed 2026-10-14
Midwest Capital Advisors, LLC
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$333.0K (-$25.2K)
Filed 2026-11-04
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares946 from 634
Change+312 (+49%)
Value$332.1K (+$92.6K)
Filed 2026-10-15
Penn Davis Mcfarland Inc
UNCHANGED
Shares943 from 943
Change0 (0%)
Value$331.2K (-$25.0K)
Filed 2026-10-23
Outfitters Financial LLC
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$330.1K (-$25.0K)
Filed 2026-10-23
Great Waters Wealth Management
DECREASED
Shares939 from 953
Change-14 (-1%)
Value$329.8K (-$30.2K)
Filed 2026-10-07
Parkside Investments, LLC
INCREASED
Shares937 from 935
Change+2 (+0%)
Value$329.0K (-$24.2K)
Filed 2026-10-20
TPG Advisors LLC
UNCHANGED
Shares936 from 936
Change0 (0%)
Value$328.7K (-$24.9K)
Filed 2026-10-16
Old Peak Finance LLC
INCREASED
Shares934 from 724
Change+210 (+29%)
Value$328.0K (+$54.5K)
Filed 2026-11-02
Capital Investment Counsel, Inc
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$327.3K (-$24.8K)
Filed 2026-10-20
Bayshore Asset Management, LLC
DECREASED
Shares930 from 1,279
Change-349 (-27%)
Value$329.9K (-$153.2K)
Filed 2026-11-03
Curran Financial Partners, LLC
INCREASED
Shares929 from 689
Change+240 (+35%)
Value$326.3K (+$66.0K)
Filed 2026-11-04
First Pacific Financial
INCREASED
Shares929 from 858
Change+71 (+8%)
Value$326.4K (+$2.4K)
Filed 2026-10-14
Trust Co
INCREASED
Shares926 from 768
Change+158 (+21%)
Value$325.2K (+$35.1K)
Filed 2026-10-09
Macroview Investment Management LLC
INCREASED
Shares926 from 831
Change+95 (+11%)
Value$325.3K (+$11.6K)
Filed 2026-10-26
Absher Wealth Management, LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$323.4K (-$24.5K)
Filed 2026-11-02
Nearside Advisors, LLC
NEW
Shares915
Change+915
Value$321.3K
Filed 2026-10-20
marrick wealth, LLC
INCREASED
Shares915 from 897
Change+18 (+2%)
Value$321.3K (-$17.5K)
Filed 2026-10-20
Seneca Financial Advisors LLC
UNCHANGED
Shares914 from 914
Change0 (0%)
Value$321.0K (-$24.3K)
Filed 2026-10-28
Boyum Wealth Architects LLC
INCREASED
Shares907 from 896
Change+11 (+1%)
Value$322.1K (-$22.0K)
Filed 2026-10-06
LongView Wealth Management
INCREASED
Shares906 from 905
Change+1 (+0%)
Value$318.3K (-$23.7K)
Filed 2026-10-19
FNY Investment Advisers, LLC
DECREASED
Shares903 from 3,797
Change-2,894 (-76%)
Value$317.0K (-$1.1M)
Filed 2026-10-16
John W. Brooker & Co., CPAs
INCREASED
Shares901 from 696
Change+205 (+29%)
Value$316.4K (+$53.5K)
Filed 2026-10-21
Del-Sette Capital Management, LLC
DECREASED
Shares901 from 907
Change-6 (-1%)
Value$316.4K (-$26.2K)
Filed 2026-10-23
Valtinson Bruner Financial Planning LLC
DECREASED
Shares899 from 919
Change-20 (-2%)
Value$315.8K (-$31.4K)
Filed 2026-11-02
AM Investment Strategies LLC
INCREASED
Shares897 from 753
Change+144 (+19%)
Value$315.0K (+$31.0K)
Filed 2026-11-05
Meridian Financial Advisors, LLC
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$313.6K (-$23.7K)
Filed 2026-10-14
FSA Investment Group, LLC
DECREASED
Shares882 from 3,654
Change-2,772 (-76%)
Value$309.8K (-$1.1M)
Filed 2026-10-07
Walleye Partners, LLC
INCREASED
Shares882 from 859
Change+23 (+3%)
Value$309.8K (-$14.7K)
Filed 2026-10-13
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares879 from 988
Change-109 (-11%)
Value$308.6K (-$64.6K)
Filed 2026-10-14
Vista Investment Partners LLC
INCREASED
Shares876 from 860
Change+16 (+2%)
Value$307.8K (-$17.2K)
Filed 2026-10-08
Juno Financial Group LLC
INCREASED
Shares875 from 731
Change+144 (+20%)
Value$307.3K (+$31.1K)
Filed 2026-10-27
First Bancorp, Inc
INCREASED
Shares875 from 870
Change+5 (+1%)
Value$307.3K (-$21.4K)
Filed 2026-10-26
CWS Financial Advisors, LLC
DECREASED
Shares873 from 877
Change-4 (0%)
Value$306.5K (-$24.8K)
Filed 2026-10-16
Sentry LLC
DECREASED
Shares872 from 2,372
Change-1,500 (-63%)
Value$306.2K (-$589.8K)
Filed 2026-10-30
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares870 from 910
Change-40 (-4%)
Value$305.5K (-$38.2K)
Filed 2026-11-02
Sincerus Advisory, LLC
INCREASED
Shares869 from 765
Change+104 (+14%)
Value$305.3K (+$16.3K)
Filed 2026-10-09
Planning Strategies Inc.
INCREASED
Shares862 from 838
Change+24 (+3%)
Value$302.7K (-$13.8K)
Filed 2026-10-02
Adkins Seale Capital Management LLC
DECREASED
Shares862 from 874
Change-12 (-1%)
Value$302.7K (-$27.4K)
Filed 2026-10-27
Arbor Wealth Advisors LLC
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$302.0K (-$22.8K)
Filed 2026-10-09
Equita Financial Network, Inc.
DECREASED
Shares859 from 1,216
Change-357 (-29%)
Value$301.6K (-$157.7K)
Filed 2026-10-19
Financial Designs Corp
INCREASED
Shares857 from 675
Change+182 (+27%)
Value$301.1K (+$46.1K)
Filed 2026-10-09
Mlp3, LLC
NEW
Shares852
Change+852
Value$299.3K
Filed 2026-10-22
Harbor Group, Inc.
INCREASED
Shares852 from 740
Change+112 (+15%)
Value$299.1K (+$19.4K)
Filed 2026-10-14
Wespac Advisors, LLC
INCREASED
Shares850 from 609
Change+241 (+40%)
Value$298.5K (+$68.5K)
Filed 2026-10-26
Shearwater Capital LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$298.5K (-$22.6K)
Filed 2026-10-13
Strategic Advocates LLC
INCREASED
Shares846 from 825
Change+21 (+3%)
Value$297.1K (-$14.5K)
Filed 2026-11-03
626 Financial, LLC
INCREASED
Shares842 from 672
Change+170 (+25%)
Value$295.8K (+$42.1K)
Filed 2026-11-04
Directional Asset Management
INCREASED
Shares840 from 805
Change+35 (+4%)
Value$295.1K (-$8.9K)
Filed 2026-10-22
RHL Group, LLC
DECREASED
Shares839 from 1,059
Change-220 (-21%)
Value$294.5K (-$105.8K)
Filed 2026-11-04
ProCore Advisors, LLC
NEW
Shares838
Change+838
Value$294.1K
Filed 2026-10-14
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$293.9K (-$22.2K)
Filed 2026-10-09
Miller Financial Services LLC
NEW
Shares833
Change+833
Value$292.6K
Filed 2026-10-20
Arkansas Financial Group, Inc.
DECREASED
Shares833 from 866
Change-33 (-4%)
Value$292.4K (-$34.6K)
Filed 2026-10-26
Keystone Global Partners, LLC
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$291.9K (-$22.1K)
Filed 2026-10-13
R2 Capital Strategies, LLC
DECREASED
Shares830 from 906
Change-76 (-8%)
Value$291.5K (-$50.8K)
Filed 2026-10-15
Lynch Investment Planning, LLC
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$290.1K (-$21.9K)
Filed 2026-10-27
Sage Investment Counsel LLC
DECREASED
Shares825 from 915
Change-90 (-10%)
Value$289.7K (-$55.9K)
Filed 2026-10-26
Fell Capital Management
UNCHANGED
Shares822 from 822
Change0 (0%)
Value$288.7K (-$21.8K)
Filed 2026-10-09
SS&H Financial Advisors, Inc.
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$288.0K (-$22.0K)
Filed 2026-10-28
Graetz Wealth LLC
INCREASED
Shares819 from 721
Change+98 (+14%)
Value$287.7K (+$15.2K)
Filed 2026-10-27
Alpha Advisors, LLC
INCREASED
Shares816 from 802
Change+14 (+2%)
Value$286.6K (-$16.4K)
Filed 2026-10-19
Detalus Advisors, LLC
INCREASED
Shares815 from 775
Change+40 (+5%)
Value$286.3K (-$6.3K)
Filed 2026-10-15
Xena Financial Planning, LLC
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$285.5K (-$21.6K)
Filed 2026-10-13
Sima Wealth Partners, LLC
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$284.5K (-$21.5K)
Filed 2026-10-19
Fusion Capital, LLC
DECREASED
Shares809 from 1,385
Change-576 (-42%)
Value$284.1K (-$239.0K)
Filed 2026-10-28
Smith Partners Wealth Management, LLC
NEW
Shares808
Change+808
Value$283.8K
Filed 2026-11-05
WBI Investments, LLC
DECREASED
Shares806 from 868
Change-62 (-7%)
Value$283.0K (-$44.8K)
Filed 2026-11-05
Veltria Advisors Corp.
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$283.1K (-$21.4K)
Filed 2026-11-05
Sepio Capital, LP
DECREASED
Shares805 from 5,098
Change-4,293 (-84%)
Value$282.8K (-$1.6M)
Filed 2026-10-22
Well Done, LLC
INCREASED
Shares805 from 763
Change+42 (+6%)
Value$282.7K (-$5.5K)
Filed 2026-10-20
Seven Hills Financial, LLC
NEW
Shares804
Change+804
Value$282.4K
Filed 2026-10-13
Iron Financial LLC
DECREASED
Shares803 from 1,003
Change-200 (-20%)
Value$282.0K (-$96.9K)
Filed 2026-10-23
Summit Asset Management, LLC
INCREASED
Shares801 from 756
Change+45 (+6%)
Value$281.3K (-$4.3K)
Filed 2026-11-05
Tlwm
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$281.3K (-$21.3K)
Filed 2026-10-09
Ariston Services Group
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$279.5K (-$21.1K)
Filed 2026-10-16
Sherry Group, Inc.
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$279.2K (-$16.9K)
Filed 2026-10-09
Gordian Advisors LLC
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$279.2K (-$21.1K)
Filed 2026-10-30
Prota Financial, LLC
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$272.9K (-$20.4K)
Filed 2026-10-08
Michels Family Financial, LLC
DECREASED
Shares789 from 895
Change-106 (-12%)
Value$277.2K (-$61.0K)
Filed 2026-11-02
Zenith Solutions, Inc.
INCREASED
Shares787 from 623
Change+164 (+26%)
Value$276.4K (+$41.0K)
Filed 2026-10-19
ETF Store, Inc.
DECREASED
Shares787 from 805
Change-18 (-2%)
Value$276.4K (-$27.7K)
Filed 2026-10-19
Paladin Partners, LLC
DECREASED
Shares786 from 886
Change-100 (-11%)
Value$276.0K (-$58.7K)
Filed 2026-10-06
Tenon Financial LLC
INCREASED
Shares785 from 581
Change+204 (+35%)
Value$275.8K (+$56.2K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
DECREASED
Shares785 from 866
Change-81 (-9%)
Value$275.6K (-$51.5K)
Filed 2026-11-05
RMG Wealth Management LLC
INCREASED
Shares782 from 753
Change+29 (+4%)
Value$253.6K (-$59.7K)
Filed 2026-10-26
Stage Harbor Financial, LLC
INCREASED
Shares781 from 617
Change+164 (+27%)
Value$274.3K (+$41.2K)
Filed 2026-11-03
Elevate Wealth Advisory, Inc
INCREASED
Shares778 from 637
Change+141 (+22%)
Value$273.2K (+$32.6K)
Filed 2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares773 from 919
Change-146 (-16%)
Value$258.5K (-$106.2K)
Filed 2026-10-21
Valued Wealth Advisors LLC
INCREASED
Shares770 from 745
Change+25 (+3%)
Value$270.5K (-$10.9K)
Filed 2026-11-05
Camden National Bank
DECREASED
Shares768 from 813
Change-45 (-6%)
Value$269.7K (-$37.4K)
Filed 2026-11-02
Stanich Group LLC
INCREASED
Shares768 from 749
Change+19 (+3%)
Value$269.7K (-$13.2K)
Filed 2026-10-16
Kwmg, LLC
DECREASED
Shares766 from 846
Change-80 (-9%)
Value$269.0K (-$50.6K)
Filed 2026-10-07
Corbyn Investment Management Inc
DECREASED
Shares764 from 916
Change-152 (-17%)
Value$268.3K (-$77.7K)
Filed 2026-10-30
Kentucky Trust Co
INCREASED
Shares760 from 710
Change+50 (+7%)
Value$266.9K (-$1.3K)
Filed 2026-10-15
Pearl Planning LLC
INCREASED
Shares759 from 691
Change+68 (+10%)
Value$266.7K (+$5.5K)
Filed 2026-10-13
Five Pine Wealth Management
INCREASED
Shares757 from 756
Change+1 (+0%)
Value$265.9K (-$19.6K)
Filed 2026-10-20
Sound Stewardship, LLC
UNCHANGED
Shares756 from 756
Change0 (0%)
Value$265.5K (-$20.1K)
Filed 2026-10-14
Redwood Park Advisors LLC
INCREASED
Shares750 from 52
Change+698 (+1342%)
Value$263.5K (+$243.8K)
Filed 2026-11-02
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares750 from 842
Change-92 (-11%)
Value$263.4K (-$54.7K)
Filed 2026-10-30
Global Wealth Management, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$263.4K (-$19.9K)
Filed 2026-10-15
Bright Financial Advisors, Inc.
DECREASED
Shares749 from 761
Change-12 (-2%)
Value$263.0K (-$24.4K)
Filed 2026-10-23
Grange Capital, LLC
INCREASED
Shares746 from 585
Change+161 (+28%)
Value$262.1K (+$41.2K)
Filed 2026-10-20
Grove Street Fiduciary, LLC
INCREASED
Shares745 from 739
Change+6 (+1%)
Value$261.6K (-$17.5K)
Filed 2026-10-13
Marotta Asset Management
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$261.7K (-$13.5K)
Filed 2026-10-02
Hudson Oak Wealth Advisory LLC
DECREASED
Shares741 from 742
Change-1 (0%)
Value$260.2K (-$20.1K)
Filed 2026-10-16
Oregon Pacific Wealth Management, LLC
NEW
Shares738
Change+738
Value$259.2K
Filed 2026-10-20
E6 Portfolios, LLC
DECREASED
Shares738 from 888
Change-150 (-17%)
Value$259.3K (-$76.0K)
Filed 2026-10-26
BetterWealth, LLC
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$258.8K (-$19.6K)
Filed 2026-10-15
Sweeney & Michel, LLC
DECREASED
Shares735 from 901
Change-166 (-18%)
Value$258.0K (-$127.3K)
Filed 2026-10-16
Adirondack Capital Advisors, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$257.8K (-$19.5K)
Filed 2026-10-09
Lane Brothers & Co Inc
DECREASED
Shares730 from 1,008
Change-278 (-28%)
Value$256.5K (-$124.5K)
Filed 2026-11-02
Towne Trust Company, N.a
INCREASED
Shares730 from 484
Change+246 (+51%)
Value$256.4K (+$73.5K)
Filed 2026-10-28
Kennicott Capital Management LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$256.4K (-$19.4K)
Filed 2026-10-16
MMA Asset Management LLC
DECREASED
Shares726 from 2,039
Change-1,313 (-64%)
Value$255.0K (-$515.3K)
Filed 2026-11-02
Meredith Wealth Planning
INCREASED
Shares724 from 700
Change+24 (+3%)
Value$254.3K (-$10.2K)
Filed 2026-10-14
Aquire Wealth Advisors, LLC
INCREASED
Shares719 from 712
Change+7 (+1%)
Value$252.5K (-$16.5K)
Filed 2026-10-23
Base Wealth Management LLC
INCREASED
Shares719 from 718
Change+1 (+0%)
Value$252.3K (-$19.1K)
Filed 2026-10-21
Clear Point Advisors Inc.
INCREASED
Shares717 from 627
Change+90 (+14%)
Value$252.0K (+$15.0K)
Filed 2026-10-30
Lavelle Capital LP
DECREASED
Shares716 from 1,186
Change-470 (-40%)
Value$251.5K (-$196.6K)
Filed 2026-11-03
Rhodes Investment Advisors Inc
DECREASED
Shares715 from 743
Change-28 (-4%)
Value$251.1K (-$29.6K)
Filed 2026-10-07
Benchmark Financial, LLC
DECREASED
Shares715 from 718
Change-3 (0%)
Value$251.0K (-$20.1K)
Filed 2026-10-16
Vista Investment Partners II, LLC
DECREASED
Shares714 from 1,180
Change-466 (-39%)
Value$250.8K (-$195.0K)
Filed 2026-10-15
Dala Group, LLC
INCREASED
Shares714 from 665
Change+49 (+7%)
Value$250.7K (-$392)
Filed 2026-10-29
Foundation Wealth Management, Llc\pa
INCREASED
Shares713 from 698
Change+15 (+2%)
Value$250.4K (-$13.3K)
Filed 2026-10-14
Howard Wealth Management, LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$249.3K (-$18.9K)
Filed 2026-10-28
Gen-Wealth Partners Inc
INCREASED
Shares709 from 418
Change+291 (+70%)
Value$249.1K (+$91.2K)
Filed 2026-11-04
IMG Wealth Management, Inc.
INCREASED
Shares704 from 170
Change+534 (+314%)
Value$247.2K (+$183.0K)
Filed 2026-10-27
Taylor Financial Group, Inc.
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$246.5K (-$18.6K)
Filed 2026-11-02
Polaris Investment Advisors, LLC
DECREASED
Shares700 from 1,200
Change-500 (-42%)
Value$245.8K (-$207.5K)
Filed 2026-10-20
Enzi Wealth
INCREASED
Shares700 from 554
Change+146 (+26%)
Value$250.1K (+$34.6K)
Filed 2026-10-14
Capital Advantage, Inc.
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$244.8K (-$18.5K)
Filed 2026-10-14
Shakespeare Wealth Management, LLC
DECREASED
Shares694 from 737
Change-43 (-6%)
Value$243.7K (-$34.7K)
Filed 2026-10-28
Cypress Financial Planning LLC
INCREASED
Shares691 from 666
Change+25 (+4%)
Value$242.5K (-$9.2K)
Filed 2026-10-09
Avant Financial Advisors LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$242.3K (-$18.3K)
Filed 2026-11-02
Cottonwood Capital Advisors, LLC
INCREASED
Shares689 from 686
Change+3 (+0%)
Value$242.0K (-$17.2K)
Filed 2026-10-20
G&S Capital LLC
DECREASED
Shares689 from 692
Change-3 (0%)
Value$242.0K (-$19.4K)
Filed 2026-10-23
Dean, Jacobson Financial Services, LLC
INCREASED
Shares686 from 677
Change+9 (+1%)
Value$240.9K (-$14.8K)
Filed 2026-10-29
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares685 from 703
Change-18 (-3%)
Value$240.6K (-$25.0K)
Filed 2026-10-13
Noble Wealth Management PBC
INCREASED
Shares683 from 680
Change+3 (+0%)
Value$239.7K (-$17.3K)
Filed 2026-10-01
Roxbury Financial LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$239.5K (-$18.0K)
Filed 2026-10-01
Vision Financial Markets LLC
INCREASED
Shares681 from 462
Change+219 (+47%)
Value$237.6K (+$65.0K)
Filed 2026-10-22
Advanced Asset Management Advisors Inc
INCREASED
Shares681 from 677
Change+4 (+1%)
Value$239.2K (-$16.6K)
Filed 2026-10-20
L. Roy Papp & Associates, LLP
INCREASED
Shares680 from 607
Change+73 (+12%)
Value$238.8K (+$9.5K)
Filed 2026-10-21
Planned Solutions, Inc.
DECREASED
Shares680 from 692
Change-12 (-2%)
Value$238.8K (-$22.6K)
Filed 2026-10-19
Johnson Financial Group, LLC
DECREASED
Shares679 from 9,594
Change-8,915 (-93%)
Value$238.5K (-$3.4M)
Filed 2026-11-03
One River Asset Management, LLC
NEW
Shares677
Change+677
Value$237.8K
Filed 2026-10-21
Santori & Peters, Inc.
DECREASED
Shares674 from 715
Change-41 (-6%)
Value$236.7K (-$33.4K)
Filed 2026-10-26
Encompass More Asset Management
DECREASED
Shares672 from 690
Change-18 (-3%)
Value$235.9K (-$25.0K)
Filed 2026-10-16
BNC Wealth Management, LLC
DECREASED
Shares669 from 16,412
Change-15,743 (-96%)
Value$234.8K (-$6.0M)
Filed 2026-10-19
Able Wealth Management LLC
DECREASED
Shares669 from 1,217
Change-548 (-45%)
Value$242.4K (-$140.9K)
Filed 2026-10-13
Advisory Advocates, LLC
DECREASED
Shares668 from 674
Change-6 (-1%)
Value$234.6K (-$20.0K)
Filed 2026-11-05
Lockerman Financial Group, Inc.
DECREASED
Shares667 from 741
Change-74 (-10%)
Value$234.2K (-$45.7K)
Filed 2026-10-19
Dmkc Advisory Services, LLC
NEW
Shares666
Change+666
Value$233.9K
Filed 2026-11-04
Succession Financial, Inc.
INCREASED
Shares664 from 643
Change+21 (+3%)
Value$233.0K (-$9.7K)
Filed 2026-10-14
Martin Capital Partners, LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$232.6K (-$17.5K)
Filed 2026-10-07
Cassilly Financial Group LLC
NEW
Shares660
Change+660
Value$231.8K
Filed 2026-10-07
Bare Financial Services, Inc
INCREASED
Shares658 from 581
Change+77 (+13%)
Value$231.1K (+$11.6K)
Filed 2026-11-04
Buska Wealth Management, LLC
DECREASED
Shares656 from 757
Change-101 (-13%)
Value$230.3K (-$55.8K)
Filed 2026-10-08
First Financial Group Corp
INCREASED
Shares655 from 643
Change+12 (+2%)
Value$230.0K (-$12.9K)
Filed 2026-10-22
Mullooly Asset Management, Inc.
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$230.0K (-$17.4K)
Filed 2026-10-30
Culbertson A N & Co Inc
DECREASED
Shares650 from 688
Change-38 (-6%)
Value$228.3K (-$31.6K)
Filed 2026-10-21
Praetorian Wealth Management, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$228.3K (-$17.3K)
Filed 2026-10-16
Olympiad Research LP
NEW
Shares647
Change+647
Value$227.2K
Filed 2026-11-04
Parthenon LLC
INCREASED
Shares647 from 630
Change+17 (+3%)
Value$227.2K (-$10.8K)
Filed 2026-10-22
Elco Management Co., LLC
DECREASED
Shares646 from 751
Change-105 (-14%)
Value$226.9K (-$56.9K)
Filed 2026-10-14
Retiremitten Financial LLC
DECREASED
Shares646 from 663
Change-17 (-3%)
Value$227.3K (-$23.2K)
Filed 2026-11-05
Global View Capital Management LLC
DECREASED
Shares643 from 681
Change-38 (-6%)
Value$225.8K (-$31.4K)
Filed 2026-10-28
Hartford Financial Management Inc.
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$225.8K (-$17.1K)
Filed 2026-10-21
Landaas & Co
NEW
Shares642
Change+642
Value$225.5K
Filed 2026-10-29
Crescent Grove Advisors, LLC
INCREASED
Shares642 from 619
Change+23 (+4%)
Value$225.5K (-$8.2K)
Filed 2026-10-21
Rinkey Investments
UNCHANGED
Shares641 from 641
Change0 (0%)
Value$225.1K (-$17.0K)
Filed 2026-10-28
Quarry Hill Advisors, LLC
INCREASED
Shares640 from 545
Change+95 (+17%)
Value$224.8K (+$18.9K)
Filed 2026-11-04
Hurlow Wealth Management Group, Inc.
INCREASED
Shares640 from 636
Change+4 (+1%)
Value$224.8K (-$15.5K)
Filed 2026-10-29
Carolina Wealth Management Inc
DECREASED
Shares639 from 1,343
Change-704 (-52%)
Value$224.4K (-$282.9K)
Filed 2026-10-29
Long Island Wealth Management, Inc.
NEW
Shares638
Change+638
Value$224.1K
Filed 2026-10-20
Integrated Capital Management, LLC
INCREASED
Shares637 from 607
Change+30 (+5%)
Value$223.8K (-$5.5K)
Filed 2026-10-23
Horizon Wealth Management, LLC
NEW
Shares633
Change+633
Value$222.3K
Filed 2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED
Shares633 from 642
Change-9 (-1%)
Value$229.6K (-$13.1K)
Filed 2026-10-09
Northern Capital Management, Inc.
DECREASED
Shares632 from 636
Change-4 (-1%)
Value$221.9K (-$18.4K)
Filed 2026-11-05
Virtus Wealth Solutions LLC
NEW
Shares630
Change+630
Value$221.2K
Filed 2026-11-03
AMI Investment Management Inc
NEW
Shares630
Change+630
Value$221.3K
Filed 2026-10-27
Clayton Financial Group LLC
DECREASED
Shares630 from 645
Change-15 (-2%)
Value$221.3K (-$22.4K)
Filed 2026-10-13
Firestone Capital Management
DECREASED
Shares630 from 633
Change-3 (0%)
Value$221.4K (-$17.7K)
Filed 2026-11-03
Lionshead Wealth Management, LLC
DECREASED
Shares629 from 652
Change-23 (-4%)
Value$220.9K (-$25.4K)
Filed 2026-10-21
Gerald Baker Financial Group LLC
DECREASED
Shares629 from 635
Change-6 (-1%)
Value$221.0K (-$18.9K)
Filed 2026-10-09
Fifth Third Securities, Inc.
NEW
Shares627
Change+627
Value$220.3K
Filed 2026-10-21
Stonekeep Investments, LLC
INCREASED
Shares626 from 603
Change+23 (+4%)
Value$219.8K (-$8.2K)
Filed 2026-10-15
4Wealth Advisors, Inc.
DECREASED
Shares622 from 2,004
Change-1,382 (-69%)
Value$221.2K (-$525.1K)
Filed 2026-10-13
Aurelius Family Office LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$217.7K (-$16.5K)
Filed 2026-10-23
Measured Risk Portfolios, Inc.
NEW
Shares615
Change+615
Value$216.0K
Filed 2026-10-21
Single Point Partners, LLC
DECREASED
Shares614 from 1,018
Change-404 (-40%)
Value$215.7K (-$168.9K)
Filed 2026-10-19
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares613 from 803
Change-190 (-24%)
Value$215.3K (-$87.9K)
Filed 2026-10-07
RS Crum Inc.
DECREASED
Shares612 from 712
Change-100 (-14%)
Value$215.0K (-$54.1K)
Filed 2026-10-19
Northwest Financial Advisors
DECREASED
Shares612 from 696
Change-84 (-12%)
Value$215.0K (-$48.0K)
Filed 2026-10-27
Squire Investment Management Company, LLC
NEW
Shares609
Change+609
Value$213.9K
Filed 2026-11-03
Jordan Park Trust Co LLC
DECREASED
Shares608 from 641
Change-33 (-5%)
Value$213.5K (-$28.6K)
Filed 2026-10-19
Centennial Advisors, LLC
DECREASED
Shares605 from 645
Change-40 (-6%)
Value$212.6K (-$30.9K)
Filed 2026-10-21
Kieckhefer Group LLC
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$211.1K (-$16.0K)
Filed 2026-10-13
Compound Global Advisors, LLC
INCREASED
Shares600 from 550
Change+50 (+9%)
Value$210.7K (+$3.0K)
Filed 2026-10-20
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$210.7K (-$15.9K)
Filed 2026-10-22
Stolz & Associates, PS
DECREASED
Shares597 from 635
Change-38 (-6%)
Value$209.7K (-$30.2K)
Filed 2026-11-05
HT Partners LLC
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$209.7K (-$15.9K)
Filed 2026-10-20
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares596 from 584
Change+12 (+2%)
Value$209.5K (-$11.3K)
Filed 2026-10-14
Stewardship Concepts Financial Services LLC
NEW
Shares595
Change+595
Value$209.0K
Filed 2026-10-06
Foronjy Financial LLC
NEW
Shares593
Change+593
Value$208.3K
Filed 2026-10-14
Grant Street Asset Management, Inc.
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$208.3K (-$15.8K)
Filed 2026-10-26
Essential Planning, Llc.
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$208.3K (-$15.8K)
Filed 2026-10-21
CogentBlue Wealth Advisors, LLC
DECREASED
Shares591 from 2,395
Change-1,804 (-75%)
Value$207.4K (-$697.2K)
Filed 2026-10-09
Spectrum Planning & Advisory Services Inc.
NEW
Shares590
Change+590
Value$207.3K
Filed 2026-11-05
Sageworth Trust Co of South Dakota
DECREASED
Shares590 from 1,353
Change-763 (-56%)
Value$207.2K (-$303.9K)
Filed 2026-10-30
Massachusetts Wealth Management
DECREASED
Shares590 from 1,090
Change-500 (-46%)
Value$207.2K (-$204.5K)
Filed 2026-10-21
PFS Partners, LLC
INCREASED
Shares590 from 420
Change+170 (+40%)
Value$207.1K (+$48.3K)
Filed 2026-10-21
Leading Edge Financial Planning LLC
DECREASED
Shares590 from 688
Change-98 (-14%)
Value$207.2K (-$52.7K)
Filed 2026-10-23
Richmond Investment Services, LLC
INCREASED
Shares590 from 583
Change+7 (+1%)
Value$207.2K (-$12.9K)
Filed 2026-10-29
Orin Green Financial, LLC
UNCHANGED
Shares587 from 587
Change0 (0%)
Value$206.1K (-$15.6K)
Filed 2026-10-19
Layline Advisors, LLC
DECREASED
Shares585 from 609
Change-24 (-4%)
Value$205.6K (-$24.5K)
Filed 2026-11-02
ARK & TLK Investments, LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$205.4K (-$15.5K)
Filed 2026-10-20
GEM Asset Management, LLC
DECREASED
Shares584 from 648
Change-64 (-10%)
Value$205.0K (-$39.9K)
Filed 2026-10-13
Financial Futures Ltd Liability Co.
NEW
Shares583
Change+583
Value$204.8K
Filed 2026-10-13
Asset Allocation Strategies LLC
INCREASED
Shares583 from 533
Change+50 (+9%)
Value$204.6K (+$3.4K)
Filed 2026-10-20
Retirement Wealth Solutions LLC
INCREASED
Shares582 from 420
Change+162 (+39%)
Value$204.3K (+$45.8K)
Filed 2026-10-07
Unify Financial Advisors
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$204.4K (-$15.5K)
Filed 2026-11-03
Refined Wealth Management
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$204.0K (-$15.4K)
Filed 2026-10-13
Kelly Financial Group LLC
NEW
Shares579
Change+579
Value$203.3K
Filed 2026-10-16
Destiny Capital Corp
NEW
Shares579
Change+579
Value$203.5K
Filed 2026-11-03
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$202.3K (-$15.3K)
Filed 2026-10-28
apricus wealth, LLC
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$201.9K (-$15.3K)
Filed 2026-10-26
Burk Holdings LLC
INCREASED
Shares572 from 408
Change+164 (+40%)
Value$200.9K (+$46.8K)
Filed 2026-11-05
Liberty Capital Management, Inc.
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$200.5K (-$15.2K)
Filed 2026-11-02
Pioneer Wealth Management Group
NEW
Shares570
Change+570
Value$200.3K
Filed 2026-10-09
Capital Investment Services of America, Inc.
DECREASED
Shares570 from 960
Change-390 (-41%)
Value$200.2K (-$162.5K)
Filed 2026-11-02
Key Capital Management, Inc
INCREASED
Shares566 from 190
Change+376 (+198%)
Value$198.8K (+$127.0K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
INCREASED
Shares553 from 248
Change+305 (+123%)
Value$194.2K (+$100.5K)
Filed 2026-11-03
Aspect Partners, LLC
INCREASED
Shares542 from 541
Change+1 (+0%)
Value$190.4K (-$14.0K)
Filed 2026-10-20
Bayban
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$203.6K ($0)
Filed 2026-11-05
CKW Financial Group
INCREASED
Shares514 from 331
Change+183 (+55%)
Value$177 (+$55)
Filed 2026-10-29
DiNuzzo Private Wealth, Inc.
DECREASED
Shares513 from 514
Change-1 (0%)
Value$180.2K (-$14.0K)
Filed 2026-10-16
Piscataqua Savings Bank
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$172.1K (-$13.0K)
Filed 2026-10-21
William Mack & Associates, Inc.
NEW
Shares486
Change+486
Value$170.7K
Filed 2026-10-27
Bfsg, LLC
INCREASED
Shares479 from 293
Change+186 (+63%)
Value$168.3K (+$57.5K)
Filed 2026-10-30
Gleason Group, Inc.
INCREASED
Shares464 from 463
Change+1 (+0%)
Value$162.8K (-$12.1K)
Filed 2026-10-15
Harbor Asset Planning, Inc.
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$161.5K (-$12.2K)
Filed 2026-10-23
Quaker Wealth Management, LLC
INCREASED
Shares457 from 259
Change+198 (+76%)
Value$160.5K (+$62.7K)
Filed 2026-10-22
Cedar Mountain Advisors, LLC
DECREASED
Shares422 from 434
Change-12 (-3%)
Value$148.2K (-$15.7K)
Filed 2026-10-15
LFA - Lugano Financial Advisors SA
DECREASED
Shares421 from 536
Change-115 (-21%)
Value$147.9K (-$54.6K)
Filed 2026-11-03
Downshift Financial, LLC
INCREASED
Shares415 from 367
Change+48 (+13%)
Value$145.7K (+$7.1K)
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares414 from 373
Change+41 (+11%)
Value$145.4K (+$4.6K)
Filed 2026-10-16
Asset Planning,Inc
INCREASED
Shares407 from 406
Change+1 (+0%)
Value$142.8K (-$10.7K)
Filed 2026-10-26
NBZ Investment Advisors LLC
DECREASED
Shares402 from 483
Change-81 (-17%)
Value$141.2K (-$41.3K)
Filed 2026-10-30
Torren Management, LLC
INCREASED
Shares401 from 226
Change+175 (+77%)
Value$141.0K (+$55.4K)
Filed 2026-10-29
Centerpoint Advisors, LLC
INCREASED
Shares399 from 245
Change+154 (+63%)
Value$140.0K (+$47.0K)
Filed 2026-11-05
Cranbrook Wealth Management, LLC
INCREASED
Shares396 from 332
Change+64 (+19%)
Value$139.1K (+$13.7K)
Filed 2026-10-28
KFG LLC
NEW
Shares390
Change+390
Value$137.0K
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares380 from 252
Change+128 (+51%)
Value$133.5K (+$38.3K)
Filed 2026-10-15
Sfam, LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$132.1K (-$9.8K)
Filed 2026-11-03
Richardson Capital Management LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$132.0K (-$10.0K)
Filed 2026-10-23
Cornerstone National Bank & Trust Co
INCREASED
Shares369 from 289
Change+80 (+28%)
Value$126.8K (+$20.1K)
Filed 2026-10-20
Oriental Harbor Investment Master Fund
DECREASED
Shares364 from 65,947
Change-65,583 (-99%)
Value$127.8K (-$24.8M)
Filed 2026-10-22
Putney Financial Group LLC
NEW
Shares358
Change+358
Value$125.7K
Filed 2026-10-30
Networth Advisors, LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$124.8K (-$9.2K)
Filed 2026-11-03
West Financial Advisors, LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$121.2K (-$9.2K)
Filed 2026-10-22
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$119.1K (-$9.0K)
Filed 2026-10-23
Monetary Solutions, Ltd
INCREASED
Shares331 from 325
Change+6 (+2%)
Value$116.2K (-$6.5K)
Filed 2026-10-22
CGC Financial Services, LLC
DECREASED
Shares326 from 349
Change-23 (-7%)
Value$114.5K (-$17.3K)
Filed 2026-10-13
McCarley & Cook Financial Planners
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$112.4K (-$8.5K)
Filed 2026-10-21
MidAtlantic Capital Management, Inc.
NEW
Shares318
Change+318
Value$111.7K
Filed 2026-11-05
Burkett Financial Services, LLC
NEW
Shares310
Change+310
Value$108.9K
Filed 2026-10-01
Kings Path Partners LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$105.4K (-$8.0K)
Filed 2026-10-21
Holos Integrated Wealth LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$100.4K (-$10.9K)
Filed 2026-10-23
Hickory Point Bank & Trust
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$103.6K (-$7.8K)
Filed 2026-10-01
Zeit Capital LLC
DECREASED
Shares293 from 299
Change-6 (-2%)
Value$102.9K (-$10.0K)
Filed 2026-10-19
Lloyd Advisory Services, Llc.
DECREASED
Shares286 from 297
Change-11 (-4%)
Value$100.3K (-$12.1K)
Filed 2026-11-02
Vima LLC
INCREASED
Shares283 from 209
Change+74 (+35%)
Value$99.4K (+$20.4K)
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares273
Change+273
Value$95.9K
Filed 2026-10-29
Transce3nd, LLC
INCREASED
Shares260 from 54
Change+206 (+381%)
Value$87.8K (+$66.2K)
Filed 2026-10-26
Cdkv Holdings LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$87.8K (-$6.6K)
Filed 2026-10-28
Steph & Co
INCREASED
Shares232 from 206
Change+26 (+13%)
Value$81.5K (+$3.7K)
Filed 2026-10-07
SBK Financial, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$80.8K (-$6.1K)
Filed 2026-11-02
Barrett & Company, Inc.
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$80.1K (-$6.1K)
Filed 2026-10-22
Breakwater Investment Management
INCREASED
Shares221 from 184
Change+37 (+20%)
Value$77.6K (+$8.1K)
Filed 2026-10-20
Montgomery Financial Services LLC
DECREASED
Shares215 from 231
Change-16 (-7%)
Value$75.5K (-$11.8K)
Filed 2026-11-03
Prism Planning Partners LLC
NEW
Shares196
Change+196
Value$68.8K
Filed 2026-10-27
Marquette Asset Management, LLC
DECREASED
Shares196 from 227
Change-31 (-14%)
Value$68.8K (-$16.9K)
Filed 2026-10-09
Baer Investment Advisory LLC
NEW
Shares195
Change+195
Value$68.5K
Filed 2026-10-13
Prudent Man Investment Management, Inc.
INCREASED
Shares193 from 47
Change+146 (+311%)
Value$67.8K (+$51.5K)
Filed 2026-11-03
Maseco LLP
INCREASED
Shares192 from 122
Change+70 (+57%)
Value$67.4K (+$21.4K)
Filed 2026-10-27
Glynn Capital Management LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$67.1K (-$5.1K)
Filed 2026-10-07
Team Financial Group, LLC
NEW
Shares182
Change+182
Value$63.8K
Filed 2026-10-30
Pacifica Partners Inc.
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$61.2K (-$3.0K)
Filed 2026-10-09
Hoese & Co LLP
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$59.7K (-$4.5K)
Filed 2026-10-21
Fairway Wealth LLC
INCREASED
Shares156 from 89
Change+67 (+75%)
Value$54.8K (+$21.2K)
Filed 2026-10-30
Lipe & Dalton
DECREASED
Shares154 from 304
Change-150 (-49%)
Value$54.0K (-$61.0K)
Filed 2026-10-15
Laurel Wealth Advisors LLC
NEW
Shares148
Change+148
Value$52.0K
Filed 2026-10-27
Gilpin Wealth Management, LLC
INCREASED
Shares146 from 51
Change+95 (+186%)
Value$51.3K (+$32.0K)
Filed 2026-10-09
Caitong International Asset Management Co., Ltd
NEW
Shares142
Change+142
Value$49.9K
Filed 2026-10-29
Entrust Financial LLC
INCREASED
Shares131 from 88
Change+43 (+49%)
Value$46.0K (+$12.8K)
Filed 2026-11-04
Decker Retirement Planning Inc.
DECREASED
Shares130 from 1,158
Change-1,028 (-89%)
Value$45.8K (-$391.5K)
Filed 2026-10-19
Three Bridge Wealth Advisors, LLC
NEW
Shares127
Change+127
Value$44.6K
Filed 2026-11-05
Carolina Wealth Advisors, LLC
INCREASED
Shares116 from 111
Change+5 (+5%)
Value$40.7K (-$1.2K)
Filed 2026-10-23
New England Capital Financial Advisors LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$39.3K (-$3.0K)
Filed 2026-11-03
Your Advocates Ltd., LLP
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$38.6K (-$2.9K)
Filed 2026-11-03
DecisionPoint Financial, LLC
INCREASED
Shares105 from 52
Change+53 (+102%)
Value$36.1K (+$16.9K)
Filed 2026-10-27
Align Financial, LLC
INCREASED
Shares105 from 67
Change+38 (+57%)
Value$36.9K (+$11.6K)
Filed 2026-10-16
Pacific Center for Financial Services
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$36.9K (-$2.8K)
Filed 2026-10-15
PayPay Securities Corp
INCREASED
Shares100 from 83
Change+17 (+20%)
Value$35.1K (+$3.8K)
Filed 2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$35.1K (-$2.7K)
Filed 2026-10-14
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$33.4K (-$2.5K)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$32.7K (-$2.5K)
Filed 2026-10-15
Friedenthal Financial
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$27.8K (-$2.1K)
Filed 2026-10-27
Bernzott Capital Advisors
NEW
Shares73
Change+73
Value$25.6K
Filed 2026-10-29
Birchwood Financial Partners, Inc.
NEW
Shares56
Change+56
Value$19.7K
Filed 2026-11-02
Tradewinds Capital Management, LLC
INCREASED
Shares54 from 34
Change+20 (+59%)
Value$19.0K (+$6.1K)
Filed 2026-10-23
Horizons Wealth Management
NEW
Shares50
Change+50
Value$17.6K
Filed 2026-10-05
NorthAvenue LLC
DECREASED
Shares50 from 90
Change-40 (-44%)
Value$17.6K (-$16.4K)
Filed 2026-10-29
Main Street Group, LTD
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$17.6K (-$1.3K)
Filed 2026-10-28
Point Nemo Capital, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$17.2K (-$1.3K)
Filed 2026-11-03
Sunrise Financial Services, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$15.5K (-$1.2K)
Filed 2026-10-21
Phillip James Consulting Co.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$15.5K (-$1.2K)
Filed 2026-11-03
Tsfg, LLC
DECREASED
Shares43 from 461
Change-418 (-91%)
Value$15.0K (-$159.0K)
Filed 2026-10-23
SRH Advisors, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$14.8K (-$1.1K)
Filed 2026-10-22
POM Investment Strategies, LLC
DECREASED
Shares41 from 48
Change-7 (-15%)
Value$14.4K (-$3.7K)
Filed 2026-10-20
Thompson Investment Management, Inc.
DECREASED
Shares40 from 60
Change-20 (-33%)
Value$14.0K (-$8.6K)
Filed 2026-10-14
Kimelman & Baird, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$11.6K (-$876)
Filed 2026-11-03
Fiduciary Advisors, Inc.
DECREASED
Shares30 from 34
Change-4 (-12%)
Value$10.5K (-$2.3K)
Filed 2026-10-16
Fairman Group, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$9.5K (-$717)
Filed 2026-10-26
Hurley Capital, LLC
INCREASED
Shares26 from 24
Change+2 (+8%)
Value$9.1K (+$67)
Filed 2026-11-05
Sherman Asset Management, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$8.8K (-$664)
Filed 2026-11-05
Intelligent Financial Strategies
NEW
Shares18
Change+18
Value$6.3K
Filed 2026-10-16
Arcadia Investment Advisors LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.6K (-$424)
Filed 2026-10-13
3 Factor Indexing, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$4.9K (-$372)
Filed 2026-10-15
Legacies Wealth LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$4.6K (-$346)
Filed 2026-11-02
Navigoe, LLC
DECREASED
Shares11 from 34
Change-23 (-68%)
Value$3 (-$9)
Filed 2026-11-04
USA Financial Formulas
NEW
Shares10
Change+10
Value$3.5K
Filed 2026-10-16
St. Johns Investment Management Company, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.6K (-$265)
Filed 2026-10-30
Beacon Capital Management, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.5K (-$266)
Filed 2026-10-13
Bear Mountain Capital, Inc.
NEW
Shares8
Change+8
Value$2.7K
Filed 2026-11-04
Simplex Trading, LLC
CLOSED
Shares0 from 84,040
Change-84,040 (-100%)
Value$0 (-$31.7M)
Filed 2026-11-04
Hiddenite Capital Partners LP
CLOSED
Shares0 from 47,500
Change-47,500 (-100%)
Value$0 (-$17.9M)
Filed 2026-10-29
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 47,500
Change-47,500 (-100%)
Value$0 (-$17.9M)
Filed 2026-11-03
MKP Capital Management, L.L.C.
CLOSED
Shares0 from 24,000
Change-24,000 (-100%)
Value$0 (-$9.1M)
Filed 2026-11-04
Brick & Kyle, Associates
CLOSED
Shares0 from 21,948
Change-21,948 (-100%)
Value$0 (-$6.8M)
Filed 2026-11-05
Dara Capital US, Inc.
CLOSED
Shares0 from 19,788
Change-19,788 (-100%)
Value$0 (-$7.5M)
Filed 2026-10-29
Privium Fund Management (UK) Ltd
CLOSED
Shares0 from 18,600
Change-18,600 (-100%)
Value$0 (-$6.9M)
Filed 2026-10-30
NIA Impact Advisors, LLC
CLOSED
Shares0 from 15,149
Change-15,149 (-100%)
Value$0 (-$5.7M)
Filed 2026-11-04
Deane Retirement Strategies, Inc.
CLOSED
Shares0 from 12,590
Change-12,590 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-09
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 12,243
Change-12,243 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-14
Aubrey Capital Management Ltd
CLOSED
Shares0 from 10,800
Change-10,800 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-19
Arbor Capital Management Inc
CLOSED
Shares0 from 6,649
Change-6,649 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-21
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED
Shares0 from 5,954
Change-5,954 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-13
Gainplan LLC
CLOSED
Shares0 from 5,424
Change-5,424 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-09
Katamaran Capital LLP
CLOSED
Shares0 from 5,383
Change-5,383 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-27
Donoghue Forlines LLC
CLOSED
Shares0 from 4,888
Change-4,888 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-02
Blue Jean Financial LLC
CLOSED
Shares0 from 4,302
Change-4,302 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-20
Amitell Capital Pte Ltd
CLOSED
Shares0 from 4,277
Change-4,277 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-02
Hofer & Associates. Inc
CLOSED
Shares0 from 4,163
Change-4,163 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-13
Yelin Lapidot Holdings Management Ltd.
CLOSED
Shares0 from 3,229
Change-3,229 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-26
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 2,397
Change-2,397 (-100%)
Value$0 (-$905.5K)
Filed 2026-10-13
Tuttle Capital Management, LLC
CLOSED
Shares0 from 2,335
Change-2,335 (-100%)
Value$0 (-$882.0K)
Filed 2026-10-21
Antonelli Financial Advisors, LLC
CLOSED
Shares0 from 1,891
Change-1,891 (-100%)
Value$0 (-$714.0K)
Filed 2026-10-13
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,884
Change-1,884 (-100%)
Value$0 (-$719.7K)
Filed 2026-10-16
Verus Wealth Management, LLC
CLOSED
Shares0 from 1,349
Change-1,349 (-100%)
Value$0 (-$509.6K)
Filed 2026-10-13
Spectrum Asset Management, Inc. (NB )
CLOSED
Shares0 from 1,306
Change-1,306 (-100%)
Value$0 (-$493.3K)
Filed 2026-10-19
Marest Capital, LLC
CLOSED
Shares0 from 1,223
Change-1,223 (-100%)
Value$0 (-$462.3K)
Filed 2026-10-23
TB Alternative Assets Ltd.
CLOSED
Shares0 from 1,152
Change-1,152 (-100%)
Value$0 (-$435.2K)
Filed 2026-10-16
Hanseatic Management Services Inc
CLOSED
Shares0 from 1,135
Change-1,135 (-100%)
Value$0 (-$428.7K)
Filed 2026-10-27
RIA Advisory Group LLC
CLOSED
Shares0 from 1,113
Change-1,113 (-100%)
Value$0 (-$420.5K)
Filed 2026-10-15
Luminvest Wealth Management LLC
CLOSED
Shares0 from 1,079
Change-1,079 (-100%)
Value$0 (-$407.6K)
Filed 2026-10-14
Sanchez Wealth Management Group
CLOSED
Shares0 from 1,070
Change-1,070 (-100%)
Value$0 (-$404.0K)
Filed 2026-11-02
Jackson Creek Investment Advisors LLC
CLOSED
Shares0 from 1,022
Change-1,022 (-100%)
Value$0 (-$398)
Filed 2026-11-04
Kearns & Associates LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$377.8K)
Filed 2026-10-09
Gibson Capital, LLC
CLOSED
Shares0 from 922
Change-922 (-100%)
Value$0 (-$348.3K)
Filed 2026-10-23
R Squared Ltd
CLOSED
Shares0 from 906
Change-906 (-100%)
Value$0 (-$342.2K)
Filed 2026-11-06
PFG Private Wealth Management, LLC
CLOSED
Shares0 from 720
Change-720 (-100%)
Value$0 (-$272.1K)
Filed 2026-10-15
Chung Wu Investment Group, LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$264.4K)
Filed 2026-11-03
Alessandra Capital Management, LLC
CLOSED
Shares0 from 689
Change-689 (-100%)
Value$0 (-$260.3K)
Filed 2026-10-30
BlueSky Wealth Advisors, LLC
CLOSED
Shares0 from 674
Change-674 (-100%)
Value$0 (-$254.7K)
Filed 2026-10-29
Tilia Fiduciary Partners, Inc.
CLOSED
Shares0 from 644
Change-644 (-100%)
Value$0 (-$243.4K)
Filed 2026-10-09
Certior Financial Group, LLC
CLOSED
Shares0 from 634
Change-634 (-100%)
Value$0 (-$239.5K)
Filed 2026-10-19
Lifetime Wealth Management P.C.
CLOSED
Shares0 from 623
Change-623 (-100%)
Value$0 (-$235.5K)
Filed 2026-10-29
Bender Robert & Associates
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$235.0K)
Filed 2026-10-21
LVZ, Inc.
CLOSED
Shares0 from 613
Change-613 (-100%)
Value$0 (-$231.7K)
Filed 2026-10-20
Provident Wealth Management, LLC
CLOSED
Shares0 from 612
Change-612 (-100%)
Value$0 (-$231.2K)
Filed 2026-10-20
Peak Financial Management, Inc.
CLOSED
Shares0 from 591
Change-591 (-100%)
Value$0 (-$223.6K)
Filed 2026-10-16
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$221.9K)
Filed 2026-10-28
Hillcrest Wealth Advisors - NY, LLC
CLOSED
Shares0 from 577
Change-577 (-100%)
Value$0 (-$218.0K)
Filed 2026-10-22
GEN Financial Management, Inc.
CLOSED
Shares0 from 574
Change-574 (-100%)
Value$0 (-$216.8K)
Filed 2026-10-13
IMPACTfolio, LLC
CLOSED
Shares0 from 571
Change-571 (-100%)
Value$0 (-$215.7K)
Filed 2026-10-28
Droms Strauss Advisors Inc
CLOSED
Shares0 from 569
Change-569 (-100%)
Value$0 (-$214.9K)
Filed 2026-11-03
Tufton Capital Management
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-20
Town Capital LLC
CLOSED
Shares0 from 565
Change-565 (-100%)
Value$0 (-$213.4K)
Filed 2026-11-03
Farrow Financial, Inc.
CLOSED
Shares0 from 565
Change-565 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-30
Stephenson & Company, Inc.
CLOSED
Shares0 from 559
Change-559 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-30
New Dimensions Wealth Management, LLC
CLOSED
Shares0 from 554
Change-554 (-100%)
Value$0 (-$209.3K)
Filed 2026-11-02
Corepath Wealth Partners LLC
CLOSED
Shares0 from 553
Change-553 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-21
Rodgers & Associates, LTD
CLOSED
Shares0 from 551
Change-551 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-20
Ardent Capital Management, Inc.
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-16
Israel Discount Bank of New York
CLOSED
Shares0 from 549
Change-549 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-14
Altiora Financial Group, LLC
CLOSED
Shares0 from 548
Change-548 (-100%)
Value$0 (-$207.0K)
Filed 2026-11-04
Dodds Wealth, LLC
CLOSED
Shares0 from 547
Change-547 (-100%)
Value$0 (-$206.7K)
Filed 2026-11-02
Dorval Corp
CLOSED
Shares0 from 542
Change-542 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-29
OAK Family Advisors, LLC
CLOSED
Shares0 from 541
Change-541 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-19
Frontier Asset Management, LLC
CLOSED
Shares0 from 540
Change-540 (-100%)
Value$0 (-$204.1K)
Filed 2026-10-28
Cherry Creek Investment Advisors, Inc.
CLOSED
Shares0 from 537
Change-537 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-14
Bill Few Associates, Inc.
CLOSED
Shares0 from 536
Change-536 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-09
McClarren Financial Advisors, Inc.
CLOSED
Shares0 from 533
Change-533 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-15
Hopwood Financial Services, Inc.
CLOSED
Shares0 from 532
Change-532 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-29
J. Team Financial, Inc.
CLOSED
Shares0 from 531
Change-531 (-100%)
Value$0 (-$200.8K)
Filed 2026-11-03
Robinswood Financial LLC
CLOSED
Shares0 from 499
Change-499 (-100%)
Value$0 (-$188.7K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$92.9K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$87.6K)
Filed 2026-10-23
Pier 88 Investment Partners LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$75.6K)
Filed 2026-11-06
Sims Investment Management, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-13
Whipplewood Advisors, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$12.1K)
Filed 2026-10-20
Midway Capital Research & Management
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-20
Kroeger Financial Partners
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-19
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$4.7M (-$132.1K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 398,213,826
Change-398,213,826 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 309,168,582
Change-309,168,582 (-100%)
Value—
State Street Corp
N/A
Shares— from 196,900,541
Change-196,900,541 (-100%)
Value—
FMR LLC
N/A
Shares— from 144,359,173
Change-144,359,173 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 127,001,513
Change-127,001,513 (-100%)
Value—
Capital World Investors
N/A
Shares— from 121,892,859
Change-121,892,859 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 116,394,795
Change-116,394,795 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 113,126,312
Change-113,126,312 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 95,016,148
Change-95,016,148 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 82,851,970
Change-82,851,970 (-100%)
Value—
Capital International Investors
N/A
Shares— from 81,822,766
Change-81,822,766 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 79,037,987
Change-79,037,987 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 69,184,330
Change-69,184,330 (-100%)
Value—
Norges Bank
N/A
Shares— from 65,970,988
Change-65,970,988 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 61,423,013
Change-61,423,013 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 51,580,703
Change-51,580,703 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 48,192,379
Change-48,192,379 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 40,180,530
Change-40,180,530 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 39,180,084
Change-39,180,084 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 33,885,162
Change-33,885,162 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 33,404,003
Change-33,404,003 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 31,762,138
Change-31,762,138 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 27,188,049
Change-27,188,049 (-100%)
Value—
Amundi
N/A
Shares— from 26,729,788
Change-26,729,788 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 26,532,842
Change-26,532,842 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 25,147,594
Change-25,147,594 (-100%)
Value—
UBS Group AG
N/A
Shares— from 25,139,967
Change-25,139,967 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 24,690,618
Change-24,690,618 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 23,017,993
Change-23,017,993 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 21,406,143
Change-21,406,143 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 20,519,138
Change-20,519,138 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 19,583,057
Change-19,583,057 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,424,241
Change-16,424,241 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 15,131,673
Change-15,131,673 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 14,986,674
Change-14,986,674 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 14,830,051
Change-14,830,051 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 14,781,948
Change-14,781,948 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 13,747,070
Change-13,747,070 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 13,024,957
Change-13,024,957 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 12,686,290
Change-12,686,290 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 12,483,106
Change-12,483,106 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 12,084,090
Change-12,084,090 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 11,734,582
Change-11,734,582 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 10,937,682
Change-10,937,682 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 10,214,768
Change-10,214,768 (-100%)
Value—
National Pension Service
N/A
Shares— from 9,612,865
Change-9,612,865 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 9,596,088
Change-9,596,088 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 9,000,720
Change-9,000,720 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 8,593,712
Change-8,593,712 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 8,151,966
Change-8,151,966 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,893,692
Change-7,893,692 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 7,860,666
Change-7,860,666 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 7,847,715
Change-7,847,715 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 7,824,516
Change-7,824,516 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 7,382,405
Change-7,382,405 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,277,531
Change-7,277,531 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 6,960,170
Change-6,960,170 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,883,612
Change-6,883,612 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 6,826,308
Change-6,826,308 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,683,693
Change-6,683,693 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 6,445,882
Change-6,445,882 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 6,340,950
Change-6,340,950 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 5,846,831
Change-5,846,831 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 5,601,668
Change-5,601,668 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 5,581,853
Change-5,581,853 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 5,555,094
Change-5,555,094 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 5,546,065
Change-5,546,065 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 5,385,324
Change-5,385,324 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,141,470
Change-5,141,470 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 4,956,430
Change-4,956,430 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 4,928,833
Change-4,928,833 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,822,793
Change-4,822,793 (-100%)
Value—
Aviva PLC
N/A
Shares— from 4,687,634
Change-4,687,634 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 4,633,364
Change-4,633,364 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,625,742
Change-4,625,742 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,510,303
Change-4,510,303 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 4,476,607
Change-4,476,607 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 4,462,157
Change-4,462,157 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 4,319,433
Change-4,319,433 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 4,278,021
Change-4,278,021 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 4,257,210
Change-4,257,210 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 4,196,656
Change-4,196,656 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 4,133,220
Change-4,133,220 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 4,094,884
Change-4,094,884 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,088,730
Change-4,088,730 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,984,469
Change-3,984,469 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,973,059
Change-3,973,059 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 3,970,642
Change-3,970,642 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 3,959,884
Change-3,959,884 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 3,786,447
Change-3,786,447 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 3,774,546
Change-3,774,546 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 3,763,485
Change-3,763,485 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 3,730,615
Change-3,730,615 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 3,574,476
Change-3,574,476 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,565,721
Change-3,565,721 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 3,269,534
Change-3,269,534 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 3,267,040
Change-3,267,040 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 3,207,023
Change-3,207,023 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 3,112,751
Change-3,112,751 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,055,390
Change-3,055,390 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,017,771
Change-3,017,771 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,934,259
Change-2,934,259 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,901,715
Change-2,901,715 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,851,458
Change-2,851,458 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 2,802,074
Change-2,802,074 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 2,755,271
Change-2,755,271 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,722,161
Change-2,722,161 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 2,718,106
Change-2,718,106 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,683,718
Change-2,683,718 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,659,162
Change-2,659,162 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 2,627,357
Change-2,627,357 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,582,497
Change-2,582,497 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 2,485,199
Change-2,485,199 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,482,779
Change-2,482,779 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 2,461,236
Change-2,461,236 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 2,433,874
Change-2,433,874 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 2,417,133
Change-2,417,133 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 2,392,600
Change-2,392,600 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,307,657
Change-2,307,657 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 2,276,724
Change-2,276,724 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,231,188
Change-2,231,188 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 2,203,423
Change-2,203,423 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 2,154,322
Change-2,154,322 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,150,271
Change-2,150,271 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 2,131,702
Change-2,131,702 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 2,116,092
Change-2,116,092 (-100%)
Value—
Man Group plc
N/A
Shares— from 2,087,421
Change-2,087,421 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 2,070,114
Change-2,070,114 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,069,516
Change-2,069,516 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 2,056,135
Change-2,056,135 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 2,050,986
Change-2,050,986 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,014,004
Change-2,014,004 (-100%)
Value—
ING Groep NV
N/A
Shares— from 2,003,666
Change-2,003,666 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 1,960,209
Change-1,960,209 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 1,958,035
Change-1,958,035 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 1,952,426
Change-1,952,426 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,882,798
Change-1,882,798 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,863,840
Change-1,863,840 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 1,830,149
Change-1,830,149 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,826,045
Change-1,826,045 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,821,927
Change-1,821,927 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,812,009
Change-1,812,009 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,784,681
Change-1,784,681 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 1,754,062
Change-1,754,062 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,739,123
Change-1,739,123 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 1,711,360
Change-1,711,360 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,699,851
Change-1,699,851 (-100%)
Value—
ASK Capital Management, LLC
N/A
Shares— from 1,695,069
Change-1,695,069 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,679,761
Change-1,679,761 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,677,045
Change-1,677,045 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 1,674,682
Change-1,674,682 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,674,662
Change-1,674,662 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,654,652
Change-1,654,652 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,653,411
Change-1,653,411 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,633,240
Change-1,633,240 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 1,612,184
Change-1,612,184 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 1,601,391
Change-1,601,391 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,591,945
Change-1,591,945 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,575,985
Change-1,575,985 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 1,573,480
Change-1,573,480 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 1,556,522
Change-1,556,522 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 1,556,143
Change-1,556,143 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,533,500
Change-1,533,500 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,521,040
Change-1,521,040 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 1,498,279
Change-1,498,279 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 1,459,596
Change-1,459,596 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,449,822
Change-1,449,822 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 1,445,853
Change-1,445,853 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,445,100
Change-1,445,100 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,437,167
Change-1,437,167 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 1,422,107
Change-1,422,107 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,416,634
Change-1,416,634 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 1,414,647
Change-1,414,647 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 1,357,957
Change-1,357,957 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 1,354,155
Change-1,354,155 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,317,923
Change-1,317,923 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,307,872
Change-1,307,872 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,298,082
Change-1,298,082 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 1,264,573
Change-1,264,573 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,231,090
Change-1,231,090 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,201,650
Change-1,201,650 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,185,772
Change-1,185,772 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,181,899
Change-1,181,899 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,176,662
Change-1,176,662 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 1,151,800
Change-1,151,800 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,134,349
Change-1,134,349 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 1,126,912
Change-1,126,912 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,098,181
Change-1,098,181 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,023,500
Change-1,023,500 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,021,740
Change-1,021,740 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 1,016,966
Change-1,016,966 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 1,014,935
Change-1,014,935 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 995,909
Change-995,909 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 990,679
Change-990,679 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 978,902
Change-978,902 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 970,123
Change-970,123 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 965,878
Change-965,878 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 963,484
Change-963,484 (-100%)
Value—
&partners
N/A
Shares— from 956,184
Change-956,184 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 939,989
Change-939,989 (-100%)
Value—
Blair William & Co
N/A
Shares— from 929,716
Change-929,716 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 929,562
Change-929,562 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 901,911
Change-901,911 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 888,007
Change-888,007 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 883,315
Change-883,315 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 882,696
Change-882,696 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 871,078
Change-871,078 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 854,920
Change-854,920 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 852,192
Change-852,192 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 849,835
Change-849,835 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 847,521
Change-847,521 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 835,057
Change-835,057 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 834,829
Change-834,829 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 834,264
Change-834,264 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 822,738
Change-822,738 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 820,278
Change-820,278 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 816,618
Change-816,618 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 816,346
Change-816,346 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 811,617
Change-811,617 (-100%)
Value—
Paradigm Capital Management Inc
N/A
Shares— from 809,000
Change-809,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 798,169
Change-798,169 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 794,452
Change-794,452 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 790,055
Change-790,055 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 787,667
Change-787,667 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 781,606
Change-781,606 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 778,911
Change-778,911 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 764,997
Change-764,997 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 761,224
Change-761,224 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 759,833
Change-759,833 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 756,791
Change-756,791 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 736,773
Change-736,773 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 732,131
Change-732,131 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 729,373
Change-729,373 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 729,103
Change-729,103 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 717,249
Change-717,249 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 709,876
Change-709,876 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 706,685
Change-706,685 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 706,337
Change-706,337 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 697,806
Change-697,806 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 691,324
Change-691,324 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 678,338
Change-678,338 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 674,343
Change-674,343 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 674,338
Change-674,338 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 666,214
Change-666,214 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 665,884
Change-665,884 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 654,462
Change-654,462 (-100%)
Value—
LBP AM SA
N/A
Shares— from 650,117
Change-650,117 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 647,875
Change-647,875 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 646,023
Change-646,023 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 642,254
Change-642,254 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 641,830
Change-641,830 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 641,600
Change-641,600 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 610,705
Change-610,705 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 605,681
Change-605,681 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 599,883
Change-599,883 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 591,860
Change-591,860 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 589,031
Change-589,031 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 586,503
Change-586,503 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 567,850
Change-567,850 (-100%)
Value—
Prudential PLC
N/A
Shares— from 563,854
Change-563,854 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 560,530
Change-560,530 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 549,989
Change-549,989 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 539,774
Change-539,774 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 532,295
Change-532,295 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 532,119
Change-532,119 (-100%)
Value—
Blue Whale Capital LLP
N/A
Shares— from 530,478
Change-530,478 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 529,406
Change-529,406 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 525,031
Change-525,031 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 518,725
Change-518,725 (-100%)
Value—
Bamco Inc
N/A
Shares— from 514,536
Change-514,536 (-100%)
Value—
Michael & Susan Dell Foundation
N/A
Shares— from 510,836
Change-510,836 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 504,659
Change-504,659 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 502,221
Change-502,221 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 497,781
Change-497,781 (-100%)
Value—
Scge Management, L.P.
N/A
Shares— from 486,400
Change-486,400 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 481,341
Change-481,341 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 480,306
Change-480,306 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 472,537
Change-472,537 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 468,816
Change-468,816 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 467,314
Change-467,314 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 466,956
Change-466,956 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 461,967
Change-461,967 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 448,295
Change-448,295 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 440,326
Change-440,326 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 440,150
Change-440,150 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 431,735
Change-431,735 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 430,248
Change-430,248 (-100%)
Value—
Allstate Corp
N/A
Shares— from 424,406
Change-424,406 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 421,977
Change-421,977 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 415,970
Change-415,970 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 411,473
Change-411,473 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 409,492
Change-409,492 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 407,611
Change-407,611 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 407,202
Change-407,202 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 406,798
Change-406,798 (-100%)
Value—
Capital International LTD
N/A
Shares— from 406,380
Change-406,380 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 402,688
Change-402,688 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 400,753
Change-400,753 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Stephens Inc
N/A
Shares— from 398,533
Change-398,533 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 392,082
Change-392,082 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 391,561
Change-391,561 (-100%)
Value—
Munro Partners
N/A
Shares— from 389,356
Change-389,356 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 387,371
Change-387,371 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 382,416
Change-382,416 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 375,649
Change-375,649 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 372,865
Change-372,865 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 370,938
Change-370,938 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 370,671
Change-370,671 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 369,305
Change-369,305 (-100%)
Value—
Oaktop Capital Management II, L.P.
N/A
Shares— from 362,760
Change-362,760 (-100%)
Value—
BNP Paribas
N/A
Shares— from 360,611
Change-360,611 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 354,694
Change-354,694 (-100%)
Value—
EFG International AG
N/A
Shares— from 350,765
Change-350,765 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 350,604
Change-350,604 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 349,853
Change-349,853 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 342,378
Change-342,378 (-100%)
Value—
Harvard Management Co Inc
N/A
Shares— from 338,346
Change-338,346 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 337,845
Change-337,845 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 335,212
Change-335,212 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 332,484
Change-332,484 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 331,195
Change-331,195 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 329,985
Change-329,985 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 322,229
Change-322,229 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 314,856
Change-314,856 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 311,536
Change-311,536 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 310,641
Change-310,641 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 309,303
Change-309,303 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 306,568
Change-306,568 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 299,387
Change-299,387 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 297,284
Change-297,284 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 293,841
Change-293,841 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 291,560
Change-291,560 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 291,074
Change-291,074 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 287,021
Change-287,021 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 285,420
Change-285,420 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 280,891
Change-280,891 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 280,285
Change-280,285 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 280,242
Change-280,242 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 278,987
Change-278,987 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 278,810
Change-278,810 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 275,177
Change-275,177 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 274,882
Change-274,882 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 272,092
Change-272,092 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 271,968
Change-271,968 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 266,599
Change-266,599 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 266,534
Change-266,534 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 266,325
Change-266,325 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 264,273
Change-264,273 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 264,194
Change-264,194 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 263,977
Change-263,977 (-100%)
Value—
Analog Century Management LP
N/A
Shares— from 260,516
Change-260,516 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 260,115
Change-260,115 (-100%)
Value—
Intermede Investment Partners Ltd
N/A
Shares— from 258,548
Change-258,548 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 257,148
Change-257,148 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 256,032
Change-256,032 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 255,126
Change-255,126 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 253,500
Change-253,500 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 252,865
Change-252,865 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 252,360
Change-252,360 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 248,796
Change-248,796 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 246,351
Change-246,351 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 245,487
Change-245,487 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 244,929
Change-244,929 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 244,000
Change-244,000 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 243,896
Change-243,896 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 239,672
Change-239,672 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 238,661
Change-238,661 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 237,790
Change-237,790 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 237,514
Change-237,514 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 236,445
Change-236,445 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 235,869
Change-235,869 (-100%)
Value—
Pggm Investments
N/A
Shares— from 235,723
Change-235,723 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 231,922
Change-231,922 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 227,394
Change-227,394 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 225,999
Change-225,999 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 225,840
Change-225,840 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 225,506
Change-225,506 (-100%)
Value—
Spear Holdings RSC Ltd
N/A
Shares— from 225,364
Change-225,364 (-100%)
Value—
PBCay One RSC Ltd
N/A
Shares— from 225,363
Change-225,363 (-100%)
Value—
Mirova
N/A
Shares— from 221,859
Change-221,859 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 218,897
Change-218,897 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 218,846
Change-218,846 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 218,203
Change-218,203 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 218,127
Change-218,127 (-100%)
Value—
Varenne Capital Partners
N/A
Shares— from 217,265
Change-217,265 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 216,255
Change-216,255 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 214,564
Change-214,564 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 213,925
Change-213,925 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 213,841
Change-213,841 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 213,136
Change-213,136 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 212,834
Change-212,834 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 212,025
Change-212,025 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 210,404
Change-210,404 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 209,050
Change-209,050 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 206,028
Change-206,028 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 204,580
Change-204,580 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 201,467
Change-201,467 (-100%)
Value—
Tensor Edge Capital, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 199,593
Change-199,593 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 199,358
Change-199,358 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 199,217
Change-199,217 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 198,505
Change-198,505 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 195,945
Change-195,945 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 192,127
Change-192,127 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 189,569
Change-189,569 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 188,558
Change-188,558 (-100%)
Value—
Cantillon Capital Management LLC
N/A
Shares— from 186,760
Change-186,760 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 186,662
Change-186,662 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 186,421
Change-186,421 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 181,657
Change-181,657 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 181,126
Change-181,126 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 177,005
Change-177,005 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 176,623
Change-176,623 (-100%)
Value—
LGT Capital Partners Ltd.
N/A
Shares— from 175,768
Change-175,768 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 174,254
Change-174,254 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 174,055
Change-174,055 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 171,833
Change-171,833 (-100%)
Value—
Soma Equity Partners LP
N/A
Shares— from 170,762
Change-170,762 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 170,600
Change-170,600 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 168,130
Change-168,130 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 165,246
Change-165,246 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 163,609
Change-163,609 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 162,684
Change-162,684 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 162,136
Change-162,136 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 161,429
Change-161,429 (-100%)
Value—
Allianz SE
N/A
Shares— from 161,055
Change-161,055 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 160,313
Change-160,313 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 157,244
Change-157,244 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 157,147
Change-157,147 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 156,049
Change-156,049 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 154,457
Change-154,457 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 154,440
Change-154,440 (-100%)
Value—
Advent International, L.P.
N/A
Shares— from 154,325
Change-154,325 (-100%)
Value—
Light Street Capital Management, LLC
N/A
Shares— from 153,250
Change-153,250 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 153,182
Change-153,182 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 152,468
Change-152,468 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 151,801
Change-151,801 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 150,618
Change-150,618 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 149,870
Change-149,870 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 149,464
Change-149,464 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 148,958
Change-148,958 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 148,450
Change-148,450 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 148,085
Change-148,085 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 147,602
Change-147,602 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 144,555
Change-144,555 (-100%)
Value—
Fernbridge Capital Management LP
N/A
Shares— from 144,403
Change-144,403 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 144,208
Change-144,208 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 144,076
Change-144,076 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 143,665
Change-143,665 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 142,602
Change-142,602 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 142,317
Change-142,317 (-100%)
Value—
Dnca Finance
N/A
Shares— from 141,550
Change-141,550 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 141,370
Change-141,370 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 141,283
Change-141,283 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 140,400
Change-140,400 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 140,000
Change-140,000 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 136,786
Change-136,786 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 136,286
Change-136,286 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 135,898
Change-135,898 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 135,826
Change-135,826 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 135,798
Change-135,798 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 135,524
Change-135,524 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 135,453
Change-135,453 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 135,358
Change-135,358 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 135,182
Change-135,182 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 134,435
Change-134,435 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 133,670
Change-133,670 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 133,268
Change-133,268 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 132,451
Change-132,451 (-100%)
Value—
Motco
N/A
Shares— from 131,222
Change-131,222 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 130,878
Change-130,878 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 130,796
Change-130,796 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 130,372
Change-130,372 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 130,154
Change-130,154 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 129,671
Change-129,671 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 129,417
Change-129,417 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 128,887
Change-128,887 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 128,290
Change-128,290 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 128,290
Change-128,290 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 127,742
Change-127,742 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 127,701
Change-127,701 (-100%)
Value—
Valiant Capital Management, L.P.
N/A
Shares— from 126,602
Change-126,602 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 126,333
Change-126,333 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 125,814
Change-125,814 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 124,625
Change-124,625 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 123,999
Change-123,999 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 123,935
Change-123,935 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 123,873
Change-123,873 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 122,966
Change-122,966 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 122,729
Change-122,729 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 121,654
Change-121,654 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 121,235
Change-121,235 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 120,993
Change-120,993 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 120,314
Change-120,314 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 119,049
Change-119,049 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 118,404
Change-118,404 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 117,956
Change-117,956 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 117,082
Change-117,082 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 115,556
Change-115,556 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 115,411
Change-115,411 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 115,021
Change-115,021 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 114,486
Change-114,486 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 114,206
Change-114,206 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 113,274
Change-113,274 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 113,135
Change-113,135 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 113,087
Change-113,087 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 112,791
Change-112,791 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 111,562
Change-111,562 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 110,887
Change-110,887 (-100%)
Value—
Rdst Capital LLC
N/A
Shares— from 110,720
Change-110,720 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 110,715
Change-110,715 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 110,568
Change-110,568 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 109,906
Change-109,906 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 109,821
Change-109,821 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 107,461
Change-107,461 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 106,075
Change-106,075 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 104,941
Change-104,941 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 104,365
Change-104,365 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 104,104
Change-104,104 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 103,773
Change-103,773 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 103,516
Change-103,516 (-100%)
Value—
Clearline Capital LP
N/A
Shares— from 102,247
Change-102,247 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 102,096
Change-102,096 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 102,089
Change-102,089 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 101,698
Change-101,698 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 101,331
Change-101,331 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 101,048
Change-101,048 (-100%)
Value—
Ossiam
N/A
Shares— from 101,008
Change-101,008 (-100%)
Value—
Nwam LLC
N/A
Shares— from 100,961
Change-100,961 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 99,160
Change-99,160 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 97,647
Change-97,647 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 96,827
Change-96,827 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 95,028
Change-95,028 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 94,466
Change-94,466 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 94,391
Change-94,391 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 94,108
Change-94,108 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 92,816
Change-92,816 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 92,616
Change-92,616 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 91,809
Change-91,809 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 89,878
Change-89,878 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 89,855
Change-89,855 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 89,400
Change-89,400 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 88,904
Change-88,904 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 87,992
Change-87,992 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 87,196
Change-87,196 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 86,418
Change-86,418 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 84,950
Change-84,950 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 83,644
Change-83,644 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 83,600
Change-83,600 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 82,900
Change-82,900 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 82,707
Change-82,707 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 82,004
Change-82,004 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 82,000
Change-82,000 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 81,960
Change-81,960 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 81,561
Change-81,561 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 80,607
Change-80,607 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 80,211
Change-80,211 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 79,092
Change-79,092 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 78,832
Change-78,832 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 77,820
Change-77,820 (-100%)
Value—
Waratah Capital Advisors Ltd.
N/A
Shares— from 77,197
Change-77,197 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 76,897
Change-76,897 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 76,200
Change-76,200 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 75,956
Change-75,956 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 75,695
Change-75,695 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 75,692
Change-75,692 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 75,634
Change-75,634 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 75,193
Change-75,193 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 75,155
Change-75,155 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 75,125
Change-75,125 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 74,972
Change-74,972 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 74,686
Change-74,686 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 73,875
Change-73,875 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 73,355
Change-73,355 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 72,130
Change-72,130 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 71,715
Change-71,715 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 70,445
Change-70,445 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 70,366
Change-70,366 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 70,130
Change-70,130 (-100%)
Value—
Zweig-DiMenna Associates LLC
N/A
Shares— from 69,814
Change-69,814 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 69,030
Change-69,030 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 68,939
Change-68,939 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 68,462
Change-68,462 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 68,438
Change-68,438 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 68,063
Change-68,063 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 68,022
Change-68,022 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 67,489
Change-67,489 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 66,343
Change-66,343 (-100%)
Value—
Cypress Funds LLC
N/A
Shares— from 65,613
Change-65,613 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 65,546
Change-65,546 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 65,495
Change-65,495 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 65,028
Change-65,028 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 64,913
Change-64,913 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 64,853
Change-64,853 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 64,721
Change-64,721 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 64,624
Change-64,624 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 64,591
Change-64,591 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 64,459
Change-64,459 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 64,368
Change-64,368 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 63,814
Change-63,814 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 63,167
Change-63,167 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 62,704
Change-62,704 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 61,760
Change-61,760 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 61,682
Change-61,682 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 61,623
Change-61,623 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 61,315
Change-61,315 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 61,214
Change-61,214 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 61,003
Change-61,003 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 60,391
Change-60,391 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 60,347
Change-60,347 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 59,780
Change-59,780 (-100%)
Value—
Ketron Financial
N/A
Shares— from 59,086
Change-59,086 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 58,952
Change-58,952 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 58,280
Change-58,280 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 58,002
Change-58,002 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 57,860
Change-57,860 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 57,591
Change-57,591 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 57,512
Change-57,512 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 57,509
Change-57,509 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 57,290
Change-57,290 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 57,103
Change-57,103 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 56,918
Change-56,918 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 56,914
Change-56,914 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 56,816
Change-56,816 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 56,699
Change-56,699 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 56,535
Change-56,535 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 56,370
Change-56,370 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 56,110
Change-56,110 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 55,702
Change-55,702 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 55,303
Change-55,303 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 54,944
Change-54,944 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 54,858
Change-54,858 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 54,708
Change-54,708 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 54,617
Change-54,617 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 54,388
Change-54,388 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 54,317
Change-54,317 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 53,982
Change-53,982 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 53,883
Change-53,883 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 53,553
Change-53,553 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 53,259
Change-53,259 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 53,057
Change-53,057 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 52,990
Change-52,990 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 52,535
Change-52,535 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 52,405
Change-52,405 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 52,119
Change-52,119 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 51,900
Change-51,900 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 51,777
Change-51,777 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 51,546
Change-51,546 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 51,544
Change-51,544 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 51,102
Change-51,102 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 50,016
Change-50,016 (-100%)
Value—
Step Capital Management Pte. Ltd.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 49,924
Change-49,924 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 49,740
Change-49,740 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 48,894
Change-48,894 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 48,478
Change-48,478 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 48,353
Change-48,353 (-100%)
Value—
Sustainable Insight Capital Management, LLC
N/A
Shares— from 48,320
Change-48,320 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 48,298
Change-48,298 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 48,201
Change-48,201 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 47,384
Change-47,384 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 46,764
Change-46,764 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 46,762
Change-46,762 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 46,605
Change-46,605 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 46,320
Change-46,320 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 45,703
Change-45,703 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 45,659
Change-45,659 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 45,376
Change-45,376 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 45,082
Change-45,082 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 44,995
Change-44,995 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 44,688
Change-44,688 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 44,325
Change-44,325 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 44,224
Change-44,224 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 43,926
Change-43,926 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 43,601
Change-43,601 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 43,484
Change-43,484 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 43,442
Change-43,442 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 43,075
Change-43,075 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 42,982
Change-42,982 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 42,689
Change-42,689 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 42,684
Change-42,684 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 42,601
Change-42,601 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 42,451
Change-42,451 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 42,420
Change-42,420 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 42,168
Change-42,168 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 42,003
Change-42,003 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 41,975
Change-41,975 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 41,522
Change-41,522 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 41,396
Change-41,396 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 41,212
Change-41,212 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 40,971
Change-40,971 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 40,939
Change-40,939 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 40,761
Change-40,761 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 40,694
Change-40,694 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 40,652
Change-40,652 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 40,195
Change-40,195 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 40,189
Change-40,189 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 40,078
Change-40,078 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 39,937
Change-39,937 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 39,601
Change-39,601 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 39,552
Change-39,552 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 39,405
Change-39,405 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 39,309
Change-39,309 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 39,167
Change-39,167 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 39,089
Change-39,089 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 39,037
Change-39,037 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 39,024
Change-39,024 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 39,009
Change-39,009 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 38,970
Change-38,970 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 38,909
Change-38,909 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 38,554
Change-38,554 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 38,465
Change-38,465 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 38,399
Change-38,399 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 37,453
Change-37,453 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 37,357
Change-37,357 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 37,072
Change-37,072 (-100%)
Value—
Simmons Bank
N/A
Shares— from 36,994
Change-36,994 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 36,576
Change-36,576 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 36,343
Change-36,343 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 36,332
Change-36,332 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 35,587
Change-35,587 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 35,474
Change-35,474 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 35,448
Change-35,448 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 35,165
Change-35,165 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 35,129
Change-35,129 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 35,041
Change-35,041 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 34,952
Change-34,952 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 34,929
Change-34,929 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 34,858
Change-34,858 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 34,812
Change-34,812 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 34,710
Change-34,710 (-100%)
Value—
Optas, LLC
N/A
Shares— from 34,470
Change-34,470 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 34,396
Change-34,396 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 34,350
Change-34,350 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 34,315
Change-34,315 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 34,038
Change-34,038 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 34,033
Change-34,033 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 34,000
Change-34,000 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 33,963
Change-33,963 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 33,855
Change-33,855 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 33,849
Change-33,849 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 33,739
Change-33,739 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 33,730
Change-33,730 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 33,649
Change-33,649 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 33,522
Change-33,522 (-100%)
Value—
Benchstone Capital Management LP
N/A
Shares— from 33,332
Change-33,332 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 33,242
Change-33,242 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 33,067
Change-33,067 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 32,818
Change-32,818 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 32,734
Change-32,734 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 32,693
Change-32,693 (-100%)
Value—
KP Management LLC
N/A
Shares— from 32,500
Change-32,500 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 32,411
Change-32,411 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 32,166
Change-32,166 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 32,151
Change-32,151 (-100%)
Value—
Boston Partners
N/A
Shares— from 32,088
Change-32,088 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 32,078
Change-32,078 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 31,989
Change-31,989 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 31,940
Change-31,940 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 31,927
Change-31,927 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 31,778
Change-31,778 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 31,765
Change-31,765 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 31,704
Change-31,704 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 31,457
Change-31,457 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 31,375
Change-31,375 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 31,361
Change-31,361 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 31,224
Change-31,224 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 31,188
Change-31,188 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 31,158
Change-31,158 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 31,150
Change-31,150 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 31,070
Change-31,070 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 31,043
Change-31,043 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 30,817
Change-30,817 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 30,190
Change-30,190 (-100%)
Value—
Telligent Fund, LP
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Long Corridor Asset Management Ltd
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 29,950
Change-29,950 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 29,849
Change-29,849 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 29,740
Change-29,740 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 29,650
Change-29,650 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 29,555
Change-29,555 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 29,464
Change-29,464 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 29,394
Change-29,394 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 29,047
Change-29,047 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 29,014
Change-29,014 (-100%)
Value—
AMS Capital Ltda
N/A
Shares— from 28,829
Change-28,829 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 28,719
Change-28,719 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 28,689
Change-28,689 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 28,645
Change-28,645 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 28,587
Change-28,587 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 28,564
Change-28,564 (-100%)
Value—
Spinecap SAS
N/A
Shares— from 28,541
Change-28,541 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 28,500
Change-28,500 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 28,365
Change-28,365 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 28,345
Change-28,345 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 28,331
Change-28,331 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 28,304
Change-28,304 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 28,243
Change-28,243 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 28,141
Change-28,141 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 28,015
Change-28,015 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 27,936
Change-27,936 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 27,541
Change-27,541 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 27,485
Change-27,485 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 27,262
Change-27,262 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 27,221
Change-27,221 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 27,073
Change-27,073 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 26,952
Change-26,952 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 26,729
Change-26,729 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 26,632
Change-26,632 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 26,371
Change-26,371 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 26,334
Change-26,334 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 26,186
Change-26,186 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 26,164
Change-26,164 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 26,163
Change-26,163 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 26,135
Change-26,135 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 25,990
Change-25,990 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 25,924
Change-25,924 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 25,909
Change-25,909 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 25,800
Change-25,800 (-100%)
Value—
CIM, LLC
N/A
Shares— from 25,677
Change-25,677 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 25,550
Change-25,550 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 25,329
Change-25,329 (-100%)
Value—
Horiko Capital Management LLC
N/A
Shares— from 25,309
Change-25,309 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 25,285
Change-25,285 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 25,233
Change-25,233 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 25,001
Change-25,001 (-100%)
Value—
Siren, L.L.C.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Peregrine Investment Management Inc
N/A
Shares— from 24,960
Change-24,960 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 24,948
Change-24,948 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 24,937
Change-24,937 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 24,892
Change-24,892 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 24,422
Change-24,422 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 24,273
Change-24,273 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 24,263
Change-24,263 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 24,233
Change-24,233 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 24,189
Change-24,189 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 24,151
Change-24,151 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 24,002
Change-24,002 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 23,515
Change-23,515 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 23,485
Change-23,485 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 23,478
Change-23,478 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 23,466
Change-23,466 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 23,421
Change-23,421 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 23,390
Change-23,390 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 23,382
Change-23,382 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 23,248
Change-23,248 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 23,214
Change-23,214 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 23,210
Change-23,210 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 23,136
Change-23,136 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 23,027
Change-23,027 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 22,926
Change-22,926 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 22,904
Change-22,904 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 22,786
Change-22,786 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 22,745
Change-22,745 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 22,607
Change-22,607 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 22,597
Change-22,597 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 22,593
Change-22,593 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 22,588
Change-22,588 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 22,584
Change-22,584 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 22,580
Change-22,580 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 22,521
Change-22,521 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 22,347
Change-22,347 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 22,332
Change-22,332 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 22,283
Change-22,283 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 22,274
Change-22,274 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 22,127
Change-22,127 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 22,030
Change-22,030 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 21,959
Change-21,959 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 21,938
Change-21,938 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 21,929
Change-21,929 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 21,736
Change-21,736 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 21,666
Change-21,666 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 21,647
Change-21,647 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 21,483
Change-21,483 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 21,372
Change-21,372 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 21,334
Change-21,334 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 21,217
Change-21,217 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 21,190
Change-21,190 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 21,123
Change-21,123 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 21,116
Change-21,116 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 20,803
Change-20,803 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 20,791
Change-20,791 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 20,747
Change-20,747 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 20,652
Change-20,652 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 20,538
Change-20,538 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 20,530
Change-20,530 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 20,458
Change-20,458 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 20,452
Change-20,452 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 20,344
Change-20,344 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 20,280
Change-20,280 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 20,229
Change-20,229 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 20,227
Change-20,227 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 20,209
Change-20,209 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 20,197
Change-20,197 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 19,974
Change-19,974 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 19,915
Change-19,915 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 19,452
Change-19,452 (-100%)
Value—
Dodge & COX
N/A
Shares— from 19,290
Change-19,290 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 19,288
Change-19,288 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 19,271
Change-19,271 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 19,223
Change-19,223 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 19,208
Change-19,208 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 19,153
Change-19,153 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 19,141
Change-19,141 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 19,088
Change-19,088 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 19,072
Change-19,072 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 19,062
Change-19,062 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 19,044
Change-19,044 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 19,028
Change-19,028 (-100%)
Value—
CNB Bank
N/A
Shares— from 19,025
Change-19,025 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 18,952
Change-18,952 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 18,934
Change-18,934 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 18,810
Change-18,810 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 18,808
Change-18,808 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 18,615
Change-18,615 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 18,610
Change-18,610 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 18,604
Change-18,604 (-100%)
Value—
Crescent Park Management, L.P.
N/A
Shares— from 18,458
Change-18,458 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 18,407
Change-18,407 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 18,393
Change-18,393 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 18,131
Change-18,131 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 18,129
Change-18,129 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 18,060
Change-18,060 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 18,010
Change-18,010 (-100%)
Value—
American Trust
N/A
Shares— from 17,793
Change-17,793 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 17,706
Change-17,706 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 17,703
Change-17,703 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 17,684
Change-17,684 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 17,650
Change-17,650 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 17,619
Change-17,619 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 17,425
Change-17,425 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 17,336
Change-17,336 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 17,335
Change-17,335 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 17,264
Change-17,264 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 17,235
Change-17,235 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 17,221
Change-17,221 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 17,189
Change-17,189 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 17,172
Change-17,172 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 17,162
Change-17,162 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 17,150
Change-17,150 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 17,100
Change-17,100 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 17,087
Change-17,087 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 16,905
Change-16,905 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 16,900
Change-16,900 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 16,898
Change-16,898 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 16,857
Change-16,857 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 16,836
Change-16,836 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 16,835
Change-16,835 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 16,721
Change-16,721 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 16,675
Change-16,675 (-100%)
Value—
Point Break Capital Management, LLC
N/A
Shares— from 16,622
Change-16,622 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 16,612
Change-16,612 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 16,588
Change-16,588 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 16,584
Change-16,584 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 16,529
Change-16,529 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 16,506
Change-16,506 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 16,478
Change-16,478 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 16,473
Change-16,473 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 16,459
Change-16,459 (-100%)
Value—
Summitry LLC
N/A
Shares— from 16,363
Change-16,363 (-100%)
Value—
Agave Capital Management Ltd
N/A
Shares— from 16,342
Change-16,342 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 16,341
Change-16,341 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 16,331
Change-16,331 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 16,140
Change-16,140 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 16,087
Change-16,087 (-100%)
Value—
First Washington Corp
N/A
Shares— from 16,044
Change-16,044 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 16,020
Change-16,020 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 15,986
Change-15,986 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 15,834
Change-15,834 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 15,809
Change-15,809 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 15,764
Change-15,764 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 15,760
Change-15,760 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 15,742
Change-15,742 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 15,523
Change-15,523 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 15,485
Change-15,485 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 15,444
Change-15,444 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 15,341
Change-15,341 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 15,284
Change-15,284 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 15,264
Change-15,264 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 15,199
Change-15,199 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 15,195
Change-15,195 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 15,120
Change-15,120 (-100%)
Value—
Governors Lane LP
N/A
Shares— from 15,100
Change-15,100 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 15,089
Change-15,089 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 15,032
Change-15,032 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 14,828
Change-14,828 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 14,818
Change-14,818 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 14,817
Change-14,817 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 14,645
Change-14,645 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 14,519
Change-14,519 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 14,446
Change-14,446 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 14,401
Change-14,401 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 14,351
Change-14,351 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 14,349
Change-14,349 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 14,243
Change-14,243 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 14,231
Change-14,231 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 14,210
Change-14,210 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 14,178
Change-14,178 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 14,164
Change-14,164 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 14,124
Change-14,124 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 14,117
Change-14,117 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 14,024
Change-14,024 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 14,015
Change-14,015 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 14,013
Change-14,013 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 13,989
Change-13,989 (-100%)
Value—
First Trust Bank, Ltd.
N/A
Shares— from 13,980
Change-13,980 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 13,936
Change-13,936 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 13,934
Change-13,934 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 13,789
Change-13,789 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 13,729
Change-13,729 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 13,708
Change-13,708 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 13,649
Change-13,649 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 13,647
Change-13,647 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 13,627
Change-13,627 (-100%)
Value—
Jefferson Bridge Capital, LLC
N/A
Shares— from 13,596
Change-13,596 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 13,570
Change-13,570 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 13,528
Change-13,528 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 13,474
Change-13,474 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 13,438
Change-13,438 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 13,430
Change-13,430 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 13,384
Change-13,384 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 13,345
Change-13,345 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 13,292
Change-13,292 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 13,266
Change-13,266 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 13,229
Change-13,229 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 13,211
Change-13,211 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 13,130
Change-13,130 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 13,119
Change-13,119 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 13,109
Change-13,109 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 13,067
Change-13,067 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 13,007
Change-13,007 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 12,918
Change-12,918 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 12,881
Change-12,881 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 12,876
Change-12,876 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 12,832
Change-12,832 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 12,829
Change-12,829 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 12,690
Change-12,690 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 12,662
Change-12,662 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 12,643
Change-12,643 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 12,583
Change-12,583 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 12,570
Change-12,570 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 12,499
Change-12,499 (-100%)
Value—
Centennial Bank
N/A
Shares— from 12,390
Change-12,390 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 12,380
Change-12,380 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 12,380
Change-12,380 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 12,325
Change-12,325 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 12,260
Change-12,260 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 12,148
Change-12,148 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 12,128
Change-12,128 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 12,110
Change-12,110 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 12,087
Change-12,087 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 12,077
Change-12,077 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 12,058
Change-12,058 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 12,023
Change-12,023 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 12,004
Change-12,004 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 11,945
Change-11,945 (-100%)
Value—
United Bank
N/A
Shares— from 11,857
Change-11,857 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 11,829
Change-11,829 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 11,816
Change-11,816 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 11,786
Change-11,786 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 11,667
Change-11,667 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 11,518
Change-11,518 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
EWA, LLC
N/A
Shares— from 11,456
Change-11,456 (-100%)
Value—
NCP Inc.
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
Explore Capital Management, LLC
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 11,266
Change-11,266 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 11,234
Change-11,234 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 11,148
Change-11,148 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 11,111
Change-11,111 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 11,084
Change-11,084 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 11,077
Change-11,077 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 11,068
Change-11,068 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 11,063
Change-11,063 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 11,045
Change-11,045 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 10,989
Change-10,989 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 10,901
Change-10,901 (-100%)
Value—
FCA Corp
N/A
Shares— from 10,879
Change-10,879 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 10,876
Change-10,876 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 10,818
Change-10,818 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 10,816
Change-10,816 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 10,779
Change-10,779 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 10,770
Change-10,770 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 10,758
Change-10,758 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 10,696
Change-10,696 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 10,680
Change-10,680 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 10,680
Change-10,680 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 10,678
Change-10,678 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 10,674
Change-10,674 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 10,601
Change-10,601 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 10,495
Change-10,495 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 10,474
Change-10,474 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 10,464
Change-10,464 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 10,406
Change-10,406 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 10,349
Change-10,349 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 10,310
Change-10,310 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 10,262
Change-10,262 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 10,203
Change-10,203 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 10,185
Change-10,185 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 10,129
Change-10,129 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 10,046
Change-10,046 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 10,011
Change-10,011 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 9,947
Change-9,947 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 9,937
Change-9,937 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 9,864
Change-9,864 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 9,858
Change-9,858 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 9,855
Change-9,855 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 9,785
Change-9,785 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 9,737
Change-9,737 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 9,673
Change-9,673 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 9,657
Change-9,657 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 9,655
Change-9,655 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 9,635
Change-9,635 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 9,609
Change-9,609 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 9,577
Change-9,577 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 9,495
Change-9,495 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 9,455
Change-9,455 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 9,347
Change-9,347 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,286
Change-9,286 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 9,270
Change-9,270 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 9,270
Change-9,270 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 9,209
Change-9,209 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 9,168
Change-9,168 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 9,117
Change-9,117 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 9,068
Change-9,068 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 9,045
Change-9,045 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 9,024
Change-9,024 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 9,013
Change-9,013 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 9,003
Change-9,003 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 9,001
Change-9,001 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 8,909
Change-8,909 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 8,898
Change-8,898 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,859
Change-8,859 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 8,819
Change-8,819 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 8,760
Change-8,760 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 8,751
Change-8,751 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 8,747
Change-8,747 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 8,727
Change-8,727 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 8,706
Change-8,706 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 8,701
Change-8,701 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 8,691
Change-8,691 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 8,681
Change-8,681 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 8,642
Change-8,642 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 8,632
Change-8,632 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 8,597
Change-8,597 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 8,585
Change-8,585 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 8,579
Change-8,579 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 8,573
Change-8,573 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 8,533
Change-8,533 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 8,502
Change-8,502 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 8,475
Change-8,475 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 8,463
Change-8,463 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 8,458
Change-8,458 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 8,430
Change-8,430 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 8,422
Change-8,422 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 8,414
Change-8,414 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 8,354
Change-8,354 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 8,353
Change-8,353 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 8,299
Change-8,299 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,251
Change-8,251 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 8,245
Change-8,245 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 8,217
Change-8,217 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 8,213
Change-8,213 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 8,211
Change-8,211 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 8,199
Change-8,199 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 8,176
Change-8,176 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 8,107
Change-8,107 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 8,001
Change-8,001 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 7,984
Change-7,984 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 7,970
Change-7,970 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 7,928
Change-7,928 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 7,919
Change-7,919 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 7,909
Change-7,909 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 7,874
Change-7,874 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 7,872
Change-7,872 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 7,790
Change-7,790 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 7,781
Change-7,781 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 7,743
Change-7,743 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 7,739
Change-7,739 (-100%)
Value—
Rogco, LP
N/A
Shares— from 7,735
Change-7,735 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 7,729
Change-7,729 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 7,684
Change-7,684 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 7,665
Change-7,665 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Calydon Capital
N/A
Shares— from 7,598
Change-7,598 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 7,591
Change-7,591 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 7,538
Change-7,538 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 7,505
Change-7,505 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 7,504
Change-7,504 (-100%)
Value—
Union Square Park Capital Management, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 7,471
Change-7,471 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 7,463
Change-7,463 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 7,442
Change-7,442 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 7,438
Change-7,438 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 7,433
Change-7,433 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 7,384
Change-7,384 (-100%)
Value—
Bank OZK
N/A
Shares— from 7,273
Change-7,273 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 7,262
Change-7,262 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 7,216
Change-7,216 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 7,191
Change-7,191 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 7,175
Change-7,175 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 7,142
Change-7,142 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 7,130
Change-7,130 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 7,125
Change-7,125 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 7,081
Change-7,081 (-100%)
Value—
Positano Wealth Management Ltd
N/A
Shares— from 7,064
Change-7,064 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 7,059
Change-7,059 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,961
Change-6,961 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 6,930
Change-6,930 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 6,906
Change-6,906 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,882
Change-6,882 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 6,839
Change-6,839 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 6,806
Change-6,806 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 6,731
Change-6,731 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 6,716
Change-6,716 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 6,672
Change-6,672 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 6,663
Change-6,663 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
Bancreek Capital Management, LP
N/A
Shares— from 6,584
Change-6,584 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 6,582
Change-6,582 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 6,549
Change-6,549 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 6,534
Change-6,534 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 6,534
Change-6,534 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 6,523
Change-6,523 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 6,517
Change-6,517 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 6,418
Change-6,418 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 6,327
Change-6,327 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 6,307
Change-6,307 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 6,291
Change-6,291 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 6,268
Change-6,268 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,248
Change-6,248 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 6,239
Change-6,239 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 6,230
Change-6,230 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,186
Change-6,186 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 6,158
Change-6,158 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 6,146
Change-6,146 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 6,144
Change-6,144 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 6,142
Change-6,142 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 6,011
Change-6,011 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 6,010
Change-6,010 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 5,994
Change-5,994 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 5,984
Change-5,984 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 5,968
Change-5,968 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 5,966
Change-5,966 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 5,948
Change-5,948 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,860
Change-5,860 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 5,852
Change-5,852 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 5,848
Change-5,848 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 5,826
Change-5,826 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 5,812
Change-5,812 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 5,803
Change-5,803 (-100%)
Value—
AlpenGlobal Capital LLC
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 5,767
Change-5,767 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 5,759
Change-5,759 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 5,759
Change-5,759 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 5,745
Change-5,745 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 5,734
Change-5,734 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 5,734
Change-5,734 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 5,733
Change-5,733 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 5,727
Change-5,727 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 5,708
Change-5,708 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 5,697
Change-5,697 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 5,651
Change-5,651 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 5,650
Change-5,650 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
Legacy Trust
N/A
Shares— from 5,632
Change-5,632 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 5,597
Change-5,597 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 5,561
Change-5,561 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 5,502
Change-5,502 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 5,441
Change-5,441 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 5,412
Change-5,412 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 5,412
Change-5,412 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 5,387
Change-5,387 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 5,378
Change-5,378 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 5,355
Change-5,355 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 5,321
Change-5,321 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 5,271
Change-5,271 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 5,247
Change-5,247 (-100%)
Value—
Evolutionary Tree Capital Management, LLC
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 5,174
Change-5,174 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 5,147
Change-5,147 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 5,135
Change-5,135 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 5,082
Change-5,082 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 5,034
Change-5,034 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 5,027
Change-5,027 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 5,007
Change-5,007 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Firsthand Capital Management, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 4,965
Change-4,965 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 4,757
Change-4,757 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 4,757
Change-4,757 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 4,746
Change-4,746 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 4,602
Change-4,602 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 4,503
Change-4,503 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 4,498
Change-4,498 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 4,471
Change-4,471 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 4,451
Change-4,451 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 4,399
Change-4,399 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,384
Change-4,384 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 4,323
Change-4,323 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 4,271
Change-4,271 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Toews Corp
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,131
Change-4,131 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 4,028
Change-4,028 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 3,899
Change-3,899 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 3,898
Change-3,898 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 3,805
Change-3,805 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 3,766
Change-3,766 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Dockside LLC
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Deepwater Asset Management, LLC
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 3,663
Change-3,663 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
Corient IA LP
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Cramer Rosenthal Mcglynn LLC
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 3,499
Change-3,499 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,495
Change-3,495 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 3,381
Change-3,381 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 3,369
Change-3,369 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 3,306
Change-3,306 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 2,996
Change-2,996 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Altrafin AG
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 2,781
Change-2,781 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Gladstone Capital Management LLP
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Brandywine Managers, LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
EQ LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
CSS LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
S&CO Inc
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Park Circle Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 994
Change-994 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 990
Change-990 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Napean Trading & Investment Co (Singapore) PTE Ltd
N/A
Shares— from 985
Change-985 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 984
Change-984 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 981
Change-981 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 965
Change-965 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 958
Change-958 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 951
Change-951 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 936
Change-936 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 924
Change-924 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
10Elms LLP
N/A
Shares— from 916
Change-916 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Bank of Marin
N/A
Shares— from 912
Change-912 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 905
Change-905 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 898
Change-898 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 861
Change-861 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 856
Change-856 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 829
Change-829 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 820
Change-820 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 814
Change-814 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 798
Change-798 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 796
Change-796 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 793
Change-793 (-100%)
Value—
OV Management LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 785
Change-785 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 782
Change-782 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 770
Change-770 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 755
Change-755 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 727
Change-727 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 725
Change-725 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 725
Change-725 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 724
Change-724 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 722
Change-722 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 710
Change-710 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 705
Change-705 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 694
Change-694 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 692
Change-692 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 691
Change-691 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 680
Change-680 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 677
Change-677 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 671
Change-671 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 660
Change-660 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 630
Change-630 (-100%)
Value—
Innovator Capital Management, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 613
Change-613 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 606
Change-606 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 605
Change-605 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 600
Change-600 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 600
Change-600 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 590
Change-590 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 577
Change-577 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 574
Change-574 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 560
Change-560 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 555
Change-555 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 541
Change-541 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 490
Change-490 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 463
Change-463 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 452
Change-452 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Capco Asset Management, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Quarry LP
N/A
Shares— from 359
Change-359 (-100%)
Value—
180 GPS Investments IC Ltd
N/A
Shares— from 333
Change-333 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Collier Financial
N/A
Shares— from 273
Change-273 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 250
Change-250 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 230
Change-230 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 216
Change-216 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 205
Change-205 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 193
Change-193 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 162
Change-162 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 140
Change-140 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 129
Change-129 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 107
Change-107 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 85
Change-85 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 78
Change-78 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 71
Change-71 (-100%)
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Investors Portfolio Services LLC
N/A
Shares— from 67
Change-67 (-100%)
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Longfellow Investment Management Co LLC
N/A
Shares— from 64
Change-64 (-100%)
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Pinney & Scofield, Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 50
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Philadelphia Investment Partners, LLC
N/A
Shares— from 49
Change-49 (-100%)
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Tacita Capital Inc
N/A
Shares— from 45
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Bard Associates Inc
N/A
Shares— from 44
Change-44 (-100%)
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Seneschal Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 38
Change-38 (-100%)
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Graney & King, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 27
Change-27 (-100%)
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Premier Financial Group
N/A
Shares— from 24
Change-24 (-100%)
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Capital Advisor Network LLC
N/A
Shares— from 23
Change-23 (-100%)
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Investment Counsel Co of Nevada
N/A
Shares— from 23
Change-23 (-100%)
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Luminist Capital LLC
N/A
Shares— from 15
Change-15 (-100%)
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CoreFirst Bank & Trust
N/A
Shares— from 15
Change-15 (-100%)
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Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 8
Change-8 (-100%)
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Cordant, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED27,398,15027,870,791-472,641-2%$10.5B$9.6B-$906.2M2026-11-05
Barclays PLC
INCREASED17,560,92213,674,914+3,886,008+28%$5.2B$6.2B+$1.0B2026-11-06
Dimensional Fund Advisors LP
INCREASED14,460,59413,083,654+1,376,940+11%$4.9B$5.1B+$136.8M2026-11-04
Swedbank AB
DECREASED12,878,37013,167,178-288,808-2%$5.0B$4.5B-$451.1M2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED12,552,87411,800,351+752,523+6%$4.5B$4.4B-$49.1M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED11,031,78111,191,795-160,014-1%$4.2B$3.9B-$353.4M2026-10-29
Citigroup Inc
DECREASED9,517,24311,332,260-1,815,017-16%$4.3B$3.3B-$938.4M2026-11-04
Principal Financial Group Inc
DECREASED8,460,3728,723,896-263,524-3%$3.3B$3.0B-$324.3M2026-11-02
Pictet Asset Management Holding SA
INCREASED7,589,7367,345,234+244,502+3%$2.8B$2.7B-$108.4M2026-11-03
DekaBank Deutsche Girozentrale
INCREASED5,763,380757,234+5,006,146+661%$221.4K$2.0M+$1.8M2026-10-27
Daiwa Securities Group Inc.
INCREASED5,432,9054,265,539+1,167,366+27%$1.6B$1.9B+$296.7M2026-10-29
Sanders Capital, LLC
DECREASED5,154,5125,163,630-9,1180%$2.0B$1.8B-$140.3M2026-11-02
PNC Financial Services Group, Inc.
DECREASED4,434,9294,581,994-147,065-3%$1.7B$1.6B-$173.3M2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED4,283,7134,521,766-238,053-5%$1.7B$1.5B-$203.7M2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED3,958,0843,553,707+404,377+11%$1.3B$1.4B+$47.6M2026-11-03
KBC Group NV
DECREASED3,721,4283,745,261-23,833-1%$1.4B$1.3B-$107.8M2026-10-22
Fifth Third Bancorp
DECREASED3,582,3513,654,712-72,361-2%$1.4B$1.3B-$122.5M2026-11-05
New York State Teachers Retirement System
DECREASED3,537,3243,664,066-126,742-3%$1.4B$1.2B-$141.8M2026-10-22
Temasek Holdings (Private) Ltd
DECREASED3,500,6743,740,773-240,099-6%$1.4B$1.2B-$183.7M2026-10-28
Natixis
INCREASED3,379,400991,580+2,387,820+241%$374.6M$1.2B+$812.2M2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED3,294,9612,981,790+313,171+11%$1.1B$1.2B+$35.0M2026-10-29
ProShare Advisors LLC
INCREASED3,006,9962,747,259+259,737+9%$1.0B$1.1B+$18.2M2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED2,970,3253,120,248-149,923-5%$1.2B$1.0B-$131.7M2026-11-04
Truist Financial Corp
INCREASED2,896,8492,872,821+24,028+1%$1.1B$1.0B-$67.9M2026-10-30
MacKenzie Financial Corp
INCREASED2,821,9882,767,511+54,477+2%$1.0B$991.1M-$54.4M2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED2,732,5612,764,447-31,886-1%$1.0B$959.6M-$84.6M2026-11-06
Bahl & Gaynor LLC
DECREASED2,540,6022,609,210-68,608-3%$985.6M$892.2M-$93.4M2026-11-05
Alecta Tjanstepension Omsesidigt
DECREASED2,520,0002,578,100-58,100-2%$972.0M$884.7M-$87.3M2026-11-02
Parnassus Investments, LLC
INCREASED2,415,0762,115,059+300,017+14%$799.0M$848.2M+$49.2M2026-10-22
Ninety One UK Ltd
DECREASED2,188,2942,785,221-596,927-21%$1.1B$768.5M-$283.6M2026-10-15
Asset Management One Co., Ltd.
INCREASED2,171,0962,147,884+23,212+1%$811.4M$762.5M-$48.9M2026-10-27
Eurizon Capital SGR S.p.A.
DECREASED2,130,4892,148,456-17,967-1%$809.9M$749.6M-$60.3M2026-11-06
Creative Planning
INCREASED2,053,4271,917,351+136,076+7%$724.3M$721.1M-$3.1M2026-11-02
Neos Investment Management LLC
INCREASED2,046,4951,796,868+249,627+14%$678.8M$718.7M+$39.9M2026-11-04
Thrivent Financial for Lutherans
DECREASED2,020,4432,025,628-5,1850%$765.2M$693.5M-$71.7M2026-11-05
Assenagon Asset Management S.A.
DECREASED1,878,0402,099,861-221,821-11%$793.2M$659.5M-$133.7M2026-10-15
Nykredit A/S
INCREASED1,864,6401,795,754+68,886+4%$678.3M$654.8M-$23.5M2026-11-06
SEB Asset Management AB
INCREASED1,833,7841,765,025+68,759+4%$666.7M$644.0M-$22.7M2026-11-04
Cardano Risk Management B.V.
INCREASED1,814,4901,310,174+504,316+38%$494.9M$637.2M+$142.3M2026-10-20
M&G Plc
INCREASED1,812,6921,606,343+206,349+13%$607.2M$636.3M+$29.1M2026-11-04
Vontobel Holding Ltd.
DECREASED1,755,5732,201,736-446,163-20%$831.7M$616.5M-$215.2M2026-10-16
CIBC Asset Management Inc
INCREASED1,734,7671,713,676+21,091+1%$647.2M$609.0M-$38.2M2026-11-05
Retirement Systems of Alabama
DECREASED1,680,1832,096,422-416,239-20%$791.9M$590.1M-$201.9M2026-11-04
Strs Ohio
DECREASED1,664,5701,732,478-67,908-4%$654.4M$584.6M-$69.9M2026-10-30
Candriam S.C.A.
DECREASED1,641,2701,692,738-51,468-3%$638.8M$578.5M-$60.3M2026-11-03
Assetmark, Inc
INCREASED1,637,2301,555,357+81,873+5%$587.5M$575.0M-$12.6M2026-10-21
Keybank National Association
DECREASED1,624,8751,670,789-45,914-3%$631.1M$570.6M-$60.5M2026-11-04
State of Michigan Retirement System
DECREASED1,617,7421,634,642-16,900-1%$617.5M$568.1M-$49.4M2026-10-27
UniSuper Management Pty Ltd
INCREASED1,612,8191,564,881+47,938+3%$591.1M$566.4M-$24.7M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED1,598,3691,382,139+216,230+16%$356.9M$386.8M+$29.9M2026-10-13
King Luther Capital Management Corp
DECREASED1,588,9061,594,794-5,8880%$602.4M$558.0M-$44.4M2026-11-05
Swiss Life Asset Management Ltd
DECREASED1,498,7481,677,200-178,452-11%$633.6M$526.3M-$107.2M2026-11-03
State of New Jersey Common Pension Fund D
INCREASED1,459,6651,454,369+5,296+0%$549.4M$512.6M-$36.8M2026-11-05
Calamos Advisors LLC
INCREASED1,431,5181,374,612+56,906+4%$519.3M$502.7M-$16.5M2026-11-02
Czech National Bank
INCREASED1,366,9671,347,668+19,299+1%$509.1M$480.1M-$29.0M2026-10-13
Xponance LLC
INCREASED1,366,9651,322,921+44,044+3%$499.7M$480.1M-$19.7M2026-11-03
AGF Management LTD
DECREASED1,336,4511,377,728-41,277-3%$520.4M$469.3M-$51.1M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,310,8331,379,883-69,050-5%$521.3M$460.4M-$60.9M2026-10-15
Mn Services Vermogensbeheer B.V.
INCREASED1,287,9771,273,077+14,900+1%$480.9M$452.3M-$28.6M2026-10-08
US Bancorp \de\
DECREASED1,285,8451,304,775-18,930-1%$492.9M$451.6M-$41.3M2026-11-05
Arizona State Retirement System
INCREASED1,267,0011,248,090+18,911+2%$471.5M$445.0M-$26.5M2026-11-03
Nisa Investment Advisors, LLC
DECREASED1,241,4561,243,691-2,2350%$469.8M$436.0M-$33.8M2026-10-20
Milestone Resources Group Ltd
UNCHANGED1,208,0921,208,09200%$456.4M$424.3M-$32.1M2026-11-04
Sustainable Growth Advisers, LP
DECREASED1,207,7181,275,451-67,733-5%$481.8M$424.1M-$57.7M2026-10-15
ABN Amro Investment Solutions
INCREASED1,129,191966,145+163,046+17%$365.0M$396.6M+$31.6M2026-10-21
Rakuten Investment Management, Inc.
INCREASED1,081,975969,839+112,136+12%$361.2M$384.2M+$23.0M2026-10-30
Aegon Asset Management UK PLC
DECREASED1,079,5131,216,678-137,165-11%$459.6M$379.1M-$80.5M2026-11-04
TD Waterhouse Canada Inc.
DECREASED1,069,4441,170,341-100,897-9%$432.5M$367.9M-$64.5M2026-10-16
IFM Investors Pty Ltd
INCREASED1,068,4041,028,484+39,920+4%$388.5M$375.2M-$13.3M2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED1,051,1121,045,760+5,352+1%$395.0M$369.1M-$25.9M2026-11-03
Cincinnati Financial Corp
UNCHANGED1,051,0601,051,06000%$397.0M$369.1M-$27.9M2026-11-03
Harel Insurance Investments & Financial Services Ltd.
DECREASED962,857986,349-23,492-2%$373.1M$338.6M-$34.5M2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED947,109871,867+75,242+9%$329.3M$332.6M+$3.3M2026-10-30
Amalgamated Bank
DECREASED927,615945,091-17,476-2%$357.0M$325.8M-$31.2M2026-10-23
Commonwealth Equity Services, LLC
DECREASED909,950961,801-51,851-5%$363.3M$319.6M-$43.8M2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
DECREASED882,7381,030,214-147,476-14%$387.4M$307.5M-$79.9M2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED873,361865,698+7,663+1%$327.0M$306.7M-$20.3M2026-10-19
Mirova US LLC
DECREASED860,609919,362-58,753-6%$347.3M$302.2M-$45.1M2026-11-05
OP Asset Management Ltd
INCREASED853,724626,901+226,823+36%$236.8M$299.8M+$63.0M2026-11-05
AMF Tjanstepension AB
UNCHANGED831,667831,66700%$314.2M$292.1M-$22.1M2026-10-22
Sarasin & Partners LLP
DECREASED831,1571,151,150-319,993-28%$434.8M$291.9M-$143.0M2026-10-13
Lido Advisors, LLC
INCREASED825,094754,541+70,553+9%$285.0M$289.7M+$4.7M2026-11-04
Congress Asset Management Co
INCREASED821,013738,306+82,707+11%$278.9M$288.3M+$9.4M2026-10-06
Virginia Retirement Systems ET Al
DECREASED781,860811,938-30,078-4%$306.7M$274.6M-$32.1M2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED777,092756,199+20,893+3%$285.7M$272.9M-$12.7M2026-10-20
Compagnie Lombard Odier SCmA
DECREASED773,867828,088-54,221-7%$312.8M$271.8M-$41.0M2026-11-04
Gateway Investment Advisers LLC
INCREASED759,457683,491+75,966+11%$258.2M$266.7M+$8.5M2026-10-13
Guinness Asset Management LTD
DECREASED754,554776,648-22,094-3%$292.2M$265.0M-$27.3M2026-11-05
Fort Washington Investment Advisors Inc
INCREASED749,084730,207+18,877+3%$275.8M$263.1M-$12.8M2026-10-15
ASR Vermogensbeheer N.V.
INCREASED739,955721,592+18,363+3%$272.5M$259.9M-$12.7M2026-10-16
Achmea Investment Management B.V.
INCREASED723,839522,575+201,264+39%$197.4M$254.4M+$57.0M2026-10-30
Raiffeisen Bank International AG
DECREASED722,465730,560-8,095-1%$272.1M$256.5M-$15.6M2026-10-28
New York Life Investment Management LLC
INCREASED718,674699,053+19,621+3%$264.1M$252.4M-$11.7M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED718,425719,039-6140%$271.6M$252.3M-$19.3M2026-11-02
Factory Mutual Insurance Co
DECREASED718,320720,520-2,2000%$272.2M$252.3M-$19.9M2026-10-30
Ferguson Wellman Capital Management, Inc
DECREASED705,022707,464-2,4420%$267.2M$247.6M-$19.6M2026-10-05
D.A. Davidson & Co.
DECREASED658,959663,035-4,076-1%$250.5M$231.4M-$19.0M2026-10-28
Williams Jones Wealth Management, Llc.
DECREASED646,801691,659-44,858-6%$261.3M$227.2M-$34.1M2026-11-05
Union Bancaire Privee, UBP SA
INCREASED611,465596,412+15,053+3%$229.9M$229.5M-$320.4K2026-11-04
Oregon Public Employees Retirement Fund
INCREASED584,943582,071+2,872+0%$219.9M$205.4M-$14.5M2026-10-30
Allen Investment Management, LLC
DECREASED576,922583,292-6,370-1%$220.3M$202.6M-$17.7M2026-11-03
Davenport & Co LLC
INCREASED566,267485,243+81,024+17%$182.8M$199.3M+$16.5M2026-10-14
Border to Coast Pensions Partnership Ltd
INCREASED550,741499,970+50,771+10%$188.7M$193.1M+$4.4M2026-10-09
Cullen T Bankers, Inc.
DECREASED547,196548,367-1,1710%$207.1M$192.2M-$15.0M2026-10-28
State of Alaska, Department of Revenue
DECREASED543,881557,125-13,244-2%$210.5M$191.0M-$19.4M2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED524,366489,461+34,905+7%$196.3M$188.8M-$7.5M2026-10-13
Mutual of America Capital Management LLC
DECREASED520,670524,197-3,527-1%$198.0M$182.9M-$15.2M2026-10-23
Hamlin Capital Management, LLC
DECREASED517,570550,927-33,357-6%$208.1M$181.8M-$26.3M2026-10-08
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED503,429503,42900%$190.2M$176.8M-$13.4M2026-10-30
Ethic Inc.
INCREASED500,945403,872+97,073+24%$152.6M$175.9M+$23.4M2026-11-03
Eastern Bank
DECREASED500,074505,777-5,703-1%$191.1M$175.6M-$15.4M2026-10-05
Midwest Trust Co
DECREASED497,152534,193-37,041-7%$201.8M$174.6M-$27.2M2026-10-22
GF Fund Management Co. Ltd.
DECREASED490,462625,760-135,298-22%$236.4M$172.2M-$64.1M2026-10-26
Glenview Trust Co
INCREASED490,201485,286+4,915+1%$183.3M$172.2M-$11.2M2026-10-28
Kestra Advisory Services, LLC
INCREASED481,785449,352+32,433+7%$169.7M$169.2M-$544.8K2026-11-02
Meitav Investment House LTD
INCREASED478,929425,578+53,351+13%$160.7M$168.2M+$7.5M2026-10-28
Montrusco Bolton Investments Inc.
DECREASED468,632637,407-168,775-26%$240.8M$164.6M-$76.2M2026-10-13
Sapient Capital LLC
DECREASED466,600468,080-1,4800%$176.8M$163.9M-$13.0M2026-10-08
Heritage Investors Management Corp
DECREASED461,054482,977-21,923-5%$182.4M$161.9M-$20.5M2026-10-29
Regions Financial Corp
DECREASED458,997490,685-31,688-6%$185.4M$161.2M-$24.2M2026-11-05
Yousif Capital Management, LLC
INCREASED454,142453,874+268+0%$171.5M$159.5M-$12.0M2026-10-22
E. Ohman J:or Asset Management AB
DECREASED446,562502,788-56,226-11%$189.9M$156.8M-$33.1M2026-10-22
Pinnacle Associates LTD
DECREASED443,809451,507-7,698-2%$170.6M$155.9M-$14.7M2026-10-20
iA Global Asset Management Inc.
DECREASED438,595449,126-10,531-2%$169.7M$154.0M-$15.6M2026-10-29
Adell Harriman & Carpenter Inc
DECREASED414,217418,579-4,362-1%$158.1M$145.5M-$12.6M2026-11-02
Central Trust Co
DECREASED412,292420,274-7,982-2%$158.8M$144.8M-$14.0M2026-11-05
Banque Pictet & CIE SA
DECREASED411,532424,016-12,484-3%$160.2M$144.5M-$15.6M2026-10-16
Country Trust Bank
INCREASED406,749328,069+78,680+24%$123.9M$142.8M+$18.9M2026-10-30
Munich Reinsurance Co Stock Corp in Munich
INCREASED394,861388,246+6,615+2%$146.7M$138.7M-$8.0M2026-10-30
C WorldWide Group Holding A/S
DECREASED391,929424,815-32,886-8%$160.5M$137.6M-$22.8M2026-11-04
Profund Advisors LLC
DECREASED385,763426,133-40,370-9%$161.0M$135.5M-$25.5M2026-10-29
Flossbach VON Storch SE
INCREASED384,669384,529+140+0%$145.3M$135.1M-$10.2M2026-10-28
Crossmark Global Holdings, Inc.
DECREASED384,027391,737-7,710-2%$148.0M$134.9M-$13.1M2026-10-21
Vaughan David Investments LLC
DECREASED381,814388,873-7,059-2%$146.9M$134.1M-$12.8M2026-11-05
BSN Capital Partners Ltd
DECREASED364,875368,813-3,938-1%$138.2M$133.0M-$5.2M2026-10-23
PineStone Asset Management Inc.
NEW361,120—+361,120——$126.8M—2026-10-16
Bank Pictet & Cie (Europe) AG
INCREASED356,936353,809+3,127+1%$133.7M$125.4M-$8.3M2026-10-20
Concurrent Investment Advisors, LLC
INCREASED354,629303,319+51,310+17%$114.6M$124.5M+$10.0M2026-10-16
Gulf International Bank (UK) Ltd
INCREASED351,810347,810+4,000+1%$131.4M$123.6M-$7.8M2026-10-20
Quilter Plc
INCREASED348,290329,315+18,975+6%$124.4M$122.3M-$2.1M2026-10-21
Carnegie Investment Counsel
DECREASED346,038348,714-2,676-1%$129.4M$119.4M-$10.0M2026-10-20
J. Safra Sarasin Holding AG
INCREASED343,110333,301+9,809+3%$109.7M$110.9M+$1.2M2026-10-26
Louisiana State Employees Retirement System
DECREASED342,600352,400-9,800-3%$133.1M$120.3M-$12.8M2026-10-20
Cincinnati Insurance Co
UNCHANGED342,500342,50000%$129.4M$120.3M-$9.1M2026-11-03
Exchange Traded Concepts, LLC
INCREASED327,741315,628+12,113+4%$119.2M$115.1M-$4.1M2026-10-28
Washington Trust Co
DECREASED326,227335,928-9,701-3%$126.9M$114.6M-$12.3M2026-10-22
Chilton Capital Management LLC
INCREASED325,970325,477+493+0%$122.9M$114.5M-$8.5M2026-10-28
Unicom Systems, Inc.
UNCHANGED325,300325,30000%$122.9M$114.2M-$8.6M2026-10-13
Citizens Financial Group Inc
INCREASED324,034317,191+6,843+2%$119.8M$113.8M-$6.0M2026-10-23
Savant Capital, LLC
INCREASED319,056164,959+154,097+93%$65.5M$112.0M+$46.6M2026-11-06
Zevenbergen Capital Investments LLC
DECREASED319,000319,150-1500%$120.6M$112.0M-$8.5M2026-10-08
Lazard Freres Gestion S.A.S.
INCREASED318,687306,411+12,276+4%$115.7M$111.9M-$3.8M2026-11-03
TrinityBridge Ltd
DECREASED318,580483,551-164,971-34%$182.4M$111.9M-$70.6M2026-10-30
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED318,134307,830+10,304+3%$116.3M$111.7M-$4.6M2026-11-06
Merit Financial Group, LLC
INCREASED314,188307,472+6,716+2%$116.1M$110.3M-$5.8M2026-11-06
Oppenheimer & Co Inc
INCREASED313,196309,875+3,321+1%$117.1M$110.0M-$7.1M2026-10-26
Illinois Municipal Retirement Fund
INCREASED312,808308,271+4,537+1%$116.4M$109.9M-$6.6M2026-11-05
First American Bank
DECREASED312,109317,853-5,744-2%$120.1M$109.6M-$10.5M2026-10-27
Avanza Fonder AB
INCREASED310,665279,442+31,223+11%$105.6M$109.1M+$3.5M2026-10-13
Oppenheimer Asset Management Inc.
DECREASED308,263314,681-6,418-2%$118.9M$108.3M-$10.6M2026-10-27
Nicholas Company, Inc.
INCREASED308,152263,532+44,620+17%$99.5M$108.2M+$8.7M2026-11-05
Maryland State Retirement & Pension System
INCREASED307,833250,143+57,690+23%$94.5M$108.1M+$13.6M2026-11-05
Moody Lynn Lieberson & Walker, LLC
DECREASED302,677308,225-5,548-2%$116.4M$106.3M-$10.1M2026-10-14
Independent Financial Group, LLC
DECREASED298,758316,698-17,940-6%$119.6M$104.9M-$14.7M2026-10-13
Apollon Wealth Management, LLC
INCREASED298,435294,393+4,042+1%$111.2M$104.8M-$6.4M2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED296,358279,914+16,444+6%$105.7M$104.1M-$1.6M2026-10-13
ZWJ Investment Counsel Inc
INCREASED293,937290,001+3,936+1%$109.5M$103.2M-$6.3M2026-10-15
Busey Bank
DECREASED289,369292,170-2,801-1%$110.4M$101.6M-$8.7M2026-10-26
Crestwood Advisors Group, LLC
DECREASED288,674314,413-25,739-8%$118.8M$101.4M-$17.4M2026-10-27
Yarbrough Capital, LLC
UNCHANGED286,905286,90500%$108.4M$100.8M-$7.6M2026-10-19
HB Wealth Management, LLC
INCREASED286,276270,850+15,426+6%$102.3M$100.5M-$1.8M2026-10-23
Inspire Investing, LLC
DECREASED282,326285,495-3,169-1%$107.8M$99.2M-$8.7M2026-10-22
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED280,978287,638-6,660-2%$108.5M$98.7M-$9.8M2026-10-21
Wesbanco Bank Inc
DECREASED274,469310,135-35,666-11%$117.2M$96.4M-$20.8M2026-11-04
Modera Wealth Management, LLC
DECREASED273,415287,051-13,636-5%$108.4M$96.0M-$12.4M2026-10-28
Welch & Forbes LLC
INCREASED272,470263,007+9,463+4%$99.4M$95.7M-$3.7M2026-11-04
Imc-Chicago, LLC
INCREASED269,721102,940+166,781+162%$38.9M$94.7M+$55.8M2026-11-05
Tokio Marine Asset Management Co LTD
DECREASED266,579266,657-780%$100.7M$93.6M-$7.1M2026-10-26
Prospera Financial Services Inc
INCREASED265,884207,114+58,770+28%$78.3M$86.7M+$8.5M2026-11-04
Generali Asset Management SPA SGR
INCREASED264,230249,767+14,463+6%$94.3M$92.8M-$1.6M2026-10-26
Atria Investments, Inc
INCREASED263,119238,038+25,081+11%$89.9M$92.4M+$2.5M2026-10-15
Global X Japan Co., Ltd.
DECREASED262,164275,968-13,804-5%$104.2M$92.1M-$12.2M2026-10-21
James Hambro & Partners LLP
INCREASED261,554254,031+7,523+3%$95.8M$91.8M-$4.0M2026-10-19
Pacific Heights Asset Management LLC
UNCHANGED260,000260,00000%$98.2M$91.3M-$6.9M2026-11-03
Quintet Private Bank (Europe) S.A.
INCREASED258,673121,848+136,825+112%$46.0M$90.8M+$44.8M2026-10-08
Argent Capital Management LLC
DECREASED255,802264,133-8,331-3%$99.8M$89.8M-$9.9M2026-10-05
Hartford Investment Management Co
DECREASED254,683261,756-7,073-3%$98.9M$89.4M-$9.4M2026-11-04
Sava Infond d.o.o.
INCREASED253,130246,700+6,430+3%$93.2M$88.9M-$4.3M2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED251,354262,087-10,733-4%$99.0M$88.3M-$10.7M2026-10-20
Vise Technologies, Inc.
INCREASED250,673224,337+26,336+12%$84.7M$88.0M+$3.3M2026-10-29
Americana Partners, LLC
DECREASED250,051259,765-9,714-4%$98.1M$87.8M-$10.3M2026-10-28
Adams Diversified Equity Fund, Inc.
UNCHANGED250,000250,00000%$94.4M$87.8M-$6.6M2026-10-21
Woodley Farra Manion Portfolio Management Inc
DECREASED243,614253,209-9,595-4%$95.6M$85.6M-$10.1M2026-11-05
MGO One Seven LLC
INCREASED242,561238,777+3,784+2%$90.2M$85.2M-$5.0M2026-10-28
AIA Group Ltd
DECREASED238,514272,798-34,284-13%$103.0M$83.8M-$19.3M2026-10-30
Fisher Funds Management LTD
INCREASED237,245166,610+70,635+42%$62.9M$83.3M+$20.4M2026-10-13
New Mexico Educational Retirement Board
UNCHANGED235,416235,41600%$88.9M$82.7M-$6.3M2026-11-05
AMI Asset Management Corp
DECREASED233,379243,566-10,187-4%$92.0M$82.0M-$10.0M2026-10-20
LVM Capital Management LTD
DECREASED229,426232,862-3,436-1%$88.0M$80.6M-$7.4M2026-10-20
Diversify Advisory Services, LLC
INCREASED228,120218,358+9,762+4%$83.7M$78.5M-$5.1M2026-10-20
Diversify Wealth Management, LLC
INCREASED228,120218,358+9,762+4%$83.7M$78.5M-$5.1M2026-10-20
Randolph Co Inc
INCREASED227,807227,701+106+0%$86.0M$80.0M-$6.0M2026-10-23
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED225,669227,658-1,989-1%$86.0M$79.3M-$6.7M2026-10-22
Covea Finance
INCREASED225,080205,568+19,512+9%$77.7M$79.0M+$1.4M2026-10-21
Kestra Private Wealth Services, LLC
DECREASED224,809225,708-8990%$85.3M$79.0M-$6.3M2026-10-30
Todd Asset Management LLC
INCREASED224,276199,669+24,607+12%$75.4M$78.8M+$3.3M2026-10-27
Gradient Investments LLC
INCREASED224,134205,399+18,735+9%$77.6M$78.7M+$1.1M2026-10-08
Generate Investment Management Ltd
INCREASED223,461201,192+22,269+11%$76.0M$78.5M+$2.5M2026-10-14
Vest Financial, LLC
INCREASED218,440180,361+38,079+21%$68.1M$76.7M+$8.6M2026-10-21
Sterling Capital Management LLC
INCREASED217,216164,105+53,111+32%$62.0M$76.3M+$14.3M2026-10-22
Ag2r LA Mondiale Gestion D'actifs
DECREASED214,178218,104-3,926-2%$82.4M$75.2M-$7.2M2026-10-26
Bokf, NA
DECREASED213,418220,799-7,381-3%$83.4M$75.0M-$8.5M2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED213,405209,680+3,725+2%$79.2M$74.9M-$4.3M2026-10-21
Chesley Taft & Associates LLC
DECREASED211,031212,959-1,928-1%$80.4M$74.1M-$6.3M2026-10-13
Annex Advisory Services, LLC
DECREASED209,965215,440-5,475-3%$81.4M$73.7M-$7.6M2026-10-16
Franklin Street Advisors Inc
DECREASED209,218220,186-10,968-5%$83.2M$73.5M-$9.7M2026-10-13
Farmers & Merchants Investments Inc
INCREASED208,985205,311+3,674+2%$77.6M$73.4M-$4.2M2026-10-22
OAK Ridge Investments LLC
DECREASED208,649222,874-14,225-6%$84.2M$73.3M-$10.9M2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED204,618206,427-1,809-1%$78.0M$71.9M-$6.1M2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED203,116213,408-10,292-5%$80.6M$71.3M-$9.3M2026-10-05
Highland Capital Management, LLC
DECREASED203,009204,730-1,721-1%$77.3M$71.3M-$6.0M2026-10-26
First Citizens Bank & Trust Co
INCREASED202,096157,699+44,397+28%$59.6M$71.0M+$11.4M2026-10-14
Park Avenue Securities LLC
DECREASED200,949201,540-5910%$76.1M$70.6M-$5.6M2026-10-26
TCV Trust & Wealth Management, Inc.
DECREASED200,849206,743-5,894-3%$78.1M$70.5M-$7.6M2026-10-16
Mission Wealth Management, LP
DECREASED197,669279,715-82,046-29%$105.7M$69.4M-$36.2M2026-10-15
Triglav Investments, D.O.O.
DECREASED196,849199,678-2,829-1%$75.4M$69.1M-$6.3M2026-11-06
Farther Finance Advisors, LLC
INCREASED196,120186,541+9,579+5%$70.4M$68.9M-$1.6M2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED194,83371,156+123,677+174%$26.9M$68.4M+$41.5M2026-10-23
Alphinity Investment Management Pty Ltd
DECREASED194,766426,229-231,463-54%$161.0M$68.4M-$92.6M2026-11-02
Obermeyer Wealth Partners
INCREASED193,428192,213+1,215+1%$72.6M$67.9M-$4.7M2026-10-21
Nippon Life Global Investors Americas, Inc.
DECREASED191,590239,350-47,760-20%$90.4M$67.3M-$23.1M2026-10-29
Alta Capital Management LLC/
DECREASED189,404211,607-22,203-10%$79.9M$66.5M-$13.4M2026-10-26
Community Trust & Investment Co
INCREASED186,649184,389+2,260+1%$69.7M$65.5M-$4.1M2026-10-15
Daymark Wealth Partners, LLC
INCREASED184,973171,487+13,486+8%$64.8M$65.0M+$181.6K2026-11-04
Traynor Capital Management, Inc.
INCREASED184,490182,517+1,973+1%$68.9M$64.8M-$4.2M2026-10-29
Verity & Verity, LLC
DECREASED181,553183,292-1,739-1%$69.2M$63.8M-$5.5M2026-10-23
Nicholas Hoffman & Company, Llc.
INCREASED178,937178,565+372+0%$67.5M$62.8M-$4.6M2026-10-30
Campbell Newman Asset Management Inc
INCREASED177,559176,981+578+0%$66.9M$62.4M-$4.5M2026-10-22
Cohen Klingenstein LLC
UNCHANGED177,555177,55500%$67.1M$62.4M-$4.7M2026-10-15
Perpetual Ltd
DECREASED175,326178,572-3,246-2%$67.5M$61.6M-$5.9M2026-10-13
Moran Wealth Management, LLC
INCREASED175,188174,797+391+0%$66.0M$61.5M-$4.5M2026-10-22
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED174,118174,11800%$65.8M$61.1M-$4.6M2026-11-03
Smith Salley Wealth Management
INCREASED171,030162,684+8,346+5%$61.5M$60.1M-$1.4M2026-11-03
Smith Group Asset Management, LLC
DECREASED171,015265,504-94,489-36%$100.3M$60.1M-$40.2M2026-10-27
Segment Wealth Management, LLC
INCREASED170,171169,801+370+0%$64.1M$59.8M-$4.4M2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED167,173162,693+4,480+3%$61.5M$58.7M-$2.7M2026-11-05
SteelPeak Wealth, LLC
INCREASED166,331162,837+3,494+2%$61.5M$58.4M-$3.1M2026-10-16
Braun Stacey Associates Inc
DECREASED165,667200,903-35,236-18%$75.9M$58.2M-$17.7M2026-10-19
Beese Fulmer Investment Management, Inc.
INCREASED164,760164,602+158+0%$62.2M$57.9M-$4.3M2026-10-23
Edgemoor Investment Advisors, Inc.
DECREASED164,146166,101-1,955-1%$62.7M$57.6M-$5.1M2026-11-03
Calamos Wealth Management LLC
DECREASED160,664161,921-1,257-1%$61.2M$56.4M-$4.7M2026-11-02
Motley Fool Asset Management LLC
DECREASED160,311204,744-44,433-22%$77.3M$56.3M-$21.0M2026-10-27
Compound Planning, Inc.
DECREASED159,523167,775-8,252-5%$63.4M$56.0M-$7.4M2026-11-05
Gamma Investing LLC
INCREASED157,350150,698+6,652+4%$56.9M$55.3M-$1.7M2026-10-08
Clearstead Advisors, LLC
DECREASED156,591157,661-1,070-1%$59.6M$55.0M-$4.6M2026-11-06
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED156,000156,00000%$58.9M$54.8M-$4.1M2026-10-28
HUB Investment Partners, LLC
INCREASED155,531154,216+1,315+1%$58.3M$54.6M-$3.6M2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED153,210135,211+17,999+13%$51.1M$53.8M+$2.7M2026-10-22
Waycross Partners, LLC
INCREASED152,644122,739+29,905+24%$46.4M$53.6M+$7.2M2026-11-03
Nemes Rush Group LLC
DECREASED152,471154,662-2,191-1%$58.4M$53.5M-$4.9M2026-11-04
First National Trust Co
DECREASED151,654157,855-6,201-4%$59.6M$53.3M-$6.4M2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED151,168150,683+485+0%$56.9M$53.1M-$3.8M2026-11-05
Univest Financial Corp
INCREASED148,026140,274+7,752+6%$53.0M$52.0M-$1.0M2026-11-05
Slow Capital, Inc.
DECREASED147,966149,339-1,373-1%$56.4M$52.0M-$4.4M2026-10-23
Perigon Wealth Management, LLC
DECREASED147,532157,458-9,926-6%$59.5M$51.8M-$7.7M2026-10-22
Penobscot Investment Management Company, Inc.
DECREASED147,001154,321-7,320-5%$58.3M$51.6M-$6.7M2026-10-26
Addenda Capital Inc.
DECREASED146,998166,431-19,433-12%$62.9M$51.6M-$11.2M2026-10-13
Choreo, LLC
DECREASED143,571149,152-5,581-4%$56.4M$50.4M-$5.9M2026-10-28
Cyndeo Wealth Partners, LLC
DECREASED143,337170,727-27,390-16%$64.5M$50.3M-$14.2M2026-10-16
Meridian Wealth Management, LLC
INCREASED143,201136,509+6,692+5%$51.6M$50.3M-$1.3M2026-11-05
North Dakota State Investment Board
INCREASED142,487137,340+5,147+4%$51.9M$50.0M-$1.8M2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED142,353141,593+760+1%$53.5M$50.0M-$3.5M2026-10-22
Reynders McVeigh Capital Management, LLC
INCREASED142,310111,710+30,600+27%$42.2M$50.0M+$7.8M2026-10-30
Carmel Capital Management L.L.C.
DECREASED140,349141,369-1,020-1%$53.4M$49.3M-$4.1M2026-10-30
General American Investors Co Inc
UNCHANGED138,000138,00000%$52.1M$48.5M-$3.7M2026-11-02
Fideuram Asset Management (Ireland) dac
INCREASED137,20697,430+39,776+41%$40.1M$51.8M+$11.7M2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED134,753135,082-3290%$51.0M$47.3M-$3.7M2026-11-03
ARS Wealth Advisors Group, LLC
DECREASED133,498137,281-3,783-3%$51.9M$46.9M-$5.0M2026-10-16
Belvedere Trading LLC
INCREASED132,45862,009+70,449+114%$23.4M$46.5M+$23.1M2026-11-05
Boston Trust Walden Corp
INCREASED132,199107,948+24,251+22%$40.8M$46.4M+$5.6M2026-10-30
Quadrant Capital Group LLC
DECREASED129,758137,791-8,033-6%$52.1M$46.4M-$5.7M2026-10-20
Bailard, Inc.
INCREASED128,433127,019+1,414+1%$48.0M$45.1M-$2.9M2026-10-13
Richard C. Young & Co., Ltd.
DECREASED127,426130,102-2,676-2%$49.1M$44.8M-$4.4M2026-11-04
First Merchants Corp
DECREASED127,304132,080-4,776-4%$49.9M$44.7M-$5.2M2026-10-15
Cache Advisors, LLC
DECREASED126,663133,104-6,441-5%$50.3M$44.5M-$5.8M2026-10-16
Broad Peak Investment Advisers Pte Ltd
DECREASED126,000151,500-25,500-17%$57.2M$44.2M-$13.0M2026-11-02
Davidson Investment Advisors
DECREASED125,483128,579-3,096-2%$48.6M$44.1M-$4.5M2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED125,218105,429+19,789+19%$39.8M$44.0M+$4.1M2026-10-27
Larson Financial Group LLC
INCREASED123,759104,540+19,219+18%$39.5M$43.5M+$4.0M2026-11-05
KTF Investments, LLC
DECREASED123,114124,647-1,533-1%$47.1M$43.2M-$3.8M2026-10-23
Boston Common Asset Management, LLC
INCREASED121,497113,075+8,422+7%$42.7M$42.7M-$45.6K2026-10-13
Florida Trust Wealth Management Co
INCREASED120,709117,762+2,947+3%$44.5M$42.4M-$2.1M2026-11-05
Plato Investment Management Ltd
INCREASED120,628115,497+5,131+4%$43.4M$42.5M-$846.3K2026-11-05
ARS Investment Partners, LLC
DECREASED119,759120,754-995-1%$45.6M$42.1M-$3.6M2026-11-05
Goelzer Investment Management, Inc.
INCREASED119,272119,112+160+0%$45.0M$41.9M-$3.1M2026-10-16
Forbes J M & Co LLP
INCREASED118,989118,169+820+1%$44.6M$41.8M-$2.9M2026-10-16
Torray Investment Partners LLC
INCREASED118,929101,468+17,461+17%$38.3M$41.8M+$3.4M2026-10-30
Hosking Partners LLP
INCREASED118,895115,572+3,323+3%$43.7M$41.8M-$1.9M2026-10-21
Viking Fund Management LLC
INCREASED118,000109,500+8,500+8%$41.4M$41.4M+$76.8K2026-10-14
Middleton & Co Inc
DECREASED117,523121,188-3,665-3%$45.8M$41.3M-$4.5M2026-10-23
Parallel Advisors, LLC
INCREASED115,483110,632+4,851+4%$41.8M$40.6M-$1.2M2026-11-03
Formuepleje A/S
INCREASED115,025107,017+8,008+7%$40.4M$40.4M-$30.0K2026-10-15
Venture Visionary Partners LLC
INCREASED114,571106,708+7,863+7%$40.3M$40.2M-$72.7K2026-10-07
Brooklands Fund Management Ltd
NEW114,500—+114,500——$40.2M—2026-10-28
Greenleaf Trust
DECREASED113,811114,951-1,140-1%$43.4M$40.0M-$3.5M2026-10-29
Godsey & Gibb, Inc
DECREASED113,149115,060-1,911-2%$43.5M$39.7M-$3.7M2026-10-14
AlphaCore Capital LLC
INCREASED112,67195,484+17,187+18%$36.1M$39.6M+$3.5M2026-11-04
Overbrook Management Corp
INCREASED112,603103,684+8,919+9%$39.2M$39.5M+$378.4K2026-10-08
Knights of Columbus Asset Advisors LLC
INCREASED112,193112,096+97+0%$42.3M$39.4M-$2.9M2026-11-05
Valley Wealth Managers, Inc.
INCREASED112,073111,224+849+1%$42.0M$39.4M-$2.7M2026-10-09
Axxcess Wealth Management, LLC
DECREASED112,029181,657-69,628-38%$68.6M$39.3M-$29.3M2026-10-21
Artemis Investment Management LLP
INCREASED111,89250,032+61,860+124%$18.9M$39.3M+$20.4M2026-10-08
Signaturefd, LLC
INCREASED110,852108,713+2,139+2%$41.1M$38.9M-$2.1M2026-10-23
Brookstone Capital Management
INCREASED110,433102,182+8,251+8%$38.6M$38.8M+$183.7K2026-10-22
Appleton Partners Inc
DECREASED110,337112,946-2,609-2%$42.7M$38.7M-$3.9M2026-10-30
Cardinal Capital Management, Inc.
INCREASED109,35388,286+21,067+24%$33.4M$38.4M+$5.1M2026-10-16
Ledyard National Bank
DECREASED108,613113,272-4,659-4%$42.8M$38.1M-$4.6M2026-10-21
Praxis Investment Management Inc
INCREASED108,322102,919+5,403+5%$38.9M$38.0M-$836.0K2026-11-03
Naples Global Advisors, LLC
DECREASED108,114109,246-1,132-1%$41.3M$38.0M-$3.3M2026-11-05
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW108,000—+108,000——$37.9M—2026-11-04
First Horizon Corp
DECREASED107,269107,742-4730%$40.7M$37.7M-$3.0M2026-10-26
American National Bank & Trust
DECREASED107,177111,848-4,671-4%$42.3M$37.6M-$4.6M2026-10-07
Woodmont Investment Counsel LLC
INCREASED106,713105,500+1,213+1%$39.9M$37.5M-$2.4M2026-10-29
Masterinvest Kapitalanlage GmbH
INCREASED106,37699,435+6,941+7%$37.6M$37.4M-$203.4K2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED105,761101,545+4,216+4%$38.4M$37.6M-$803.4K2026-10-28
Howard Capital Management, LLC
DECREASED105,384105,611-2270%$39.9M$37.0M-$2.9M2026-10-16
Linscomb Wealth, Inc.
DECREASED105,360107,845-2,485-2%$40.7M$37.0M-$3.7M2026-11-05
Eagle Rock Investment Company, LLC
DECREASED105,317107,222-1,905-2%$40.5M$37.0M-$3.5M2026-10-21
Arnhold LLC
UNCHANGED104,690104,69000%$39.5M$36.8M-$2.8M2026-10-26
Leonteq Securities AG
DECREASED104,501183,207-78,706-43%$69.2M$36.7M-$32.5M2026-10-29
Sycomore Asset Management
UNCHANGED104,183104,18300%$44.0K$44.0K$02026-10-26
Ritholtz Wealth Management
INCREASED103,904102,394+1,510+1%$38.7M$36.5M-$2.2M2026-11-05
DSG Capital Advisors, LLC
DECREASED102,727103,704-977-1%$40.4M$36.1M-$4.3M2026-11-05
Aviance Capital Partners, LLC
DECREASED101,050101,926-876-1%$38.5M$35.5M-$3.0M2026-10-29
Loftus Peak Pty Ltd
INCREASED100,21465,061+35,153+54%$24.6M$35.2M+$10.6M2026-10-15
Strategic Planning Group, LLC
INCREASED99,66383,182+16,481+20%$31.4M$35.0M+$3.6M2026-10-22
Suncoast Equity Management
DECREASED98,925101,887-2,962-3%$38.5M$34.7M-$3.7M2026-11-03
Nixon Peabody Trust Co
INCREASED97,59394,239+3,354+4%$35.6M$34.3M-$1.3M2026-10-23
GAM Holding AG
DECREASED96,63797,566-929-1%$36.9M$33.9M-$2.9M2026-11-03
Spire Wealth Management
DECREASED96,63598,265-1,630-2%$37.1M$33.9M-$3.2M2026-10-30
Princeton Global Asset Management LLC
DECREASED96,063107,614-11,551-11%$40.7M$33.7M-$6.9M2026-10-21
GC Wealth Management RIA, LLC
INCREASED95,22481,883+13,341+16%$30.9M$33.4M+$2.5M2026-11-02
Wedmont Private Capital
INCREASED95,00979,525+15,484+19%$31.8M$34.2M+$2.4M2026-10-09
Washington Trust Bank
INCREASED94,74092,421+2,319+3%$34.9M$33.3M-$1.6M2026-11-03
IFP Advisors, Inc
INCREASED94,61587,886+6,729+8%$33.2M$33.2M+$28.9K2026-10-16
Dynamic Advisor Solutions LLC
INCREASED92,98990,164+2,825+3%$34.1M$32.7M-$1.4M2026-10-13
GoalVest Advisory LLC
INCREASED92,1524,749+87,403+1840%$1.8M$1.7M-$61.8K2026-10-02
CX Institutional
INCREASED92,00690,468+1,538+2%$34.2M$32.3K-$34.1M2026-10-02
Kirr Marbach & Co LLC
DECREASED91,90192,433-532-1%$34.9M$32.3M-$2.6M2026-10-20
Cornerstone Wealth Group, LLC
INCREASED91,79491,244+550+1%$34.5M$32.2M-$2.2M2026-11-02
Maple Capital Management, Inc.
INCREASED91,47290,605+867+1%$34.2M$32.1M-$2.1M2026-11-02
Analyst IMS Investment Management Services Ltd.
INCREASED91,38635,853+55,533+155%$13.5M$32.1M+$18.6M2026-11-05
Sagespring Wealth Partners, LLC
INCREASED91,16990,580+589+1%$34.2M$32.0M-$2.2M2026-10-22
Fulton Bank, N.A.
INCREASED90,62589,944+681+1%$34.0M$31.8M-$2.1M2026-10-14
Glass Wealth Management Co LLC
DECREASED90,44690,888-4420%$34.3M$31.8M-$2.6M2026-10-28
Burney Co/
DECREASED90,10297,738-7,636-8%$36.9M$31.6M-$5.3M2026-10-15
Harrell Investment Partners, LLC
DECREASED89,59490,374-780-1%$34.1M$31.5M-$2.7M2026-10-15
Eulav Asset Management
DECREASED89,06790,066-999-1%$34.0M$31.3M-$2.7M2026-10-23
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED88,84489,737-893-1%$33.9M$31.2M-$2.7M2026-11-03
Wedbush Securities Inc
INCREASED87,46082,283+5,177+6%$31.1M$30.7M-$367.0K2026-10-22
Legacy Private Trust Co.
DECREASED85,93287,023-1,091-1%$32.9M$30.2M-$2.7M2026-10-06
DDD Partners, LLC
INCREASED85,82380,758+5,065+6%$30.5M$30.1M-$366.2K2026-11-02
EverSource Wealth Advisors, LLC
DECREASED85,29387,009-1,716-2%$32.9M$30.0M-$2.9M2026-11-04
Talbot Financial, LLC
INCREASED85,18183,128+2,053+2%$31.4M$29.9M-$1.5M2026-10-19
Park National Corp
INCREASED84,67669,833+14,843+21%$26.4M$29.7M+$3.4M2026-10-05
Deltec Asset Management LLC
INCREASED84,12483,655+469+1%$31.6M$29.5M-$2.1M2026-10-26
Frank, Rimerman Advisors LLC
DECREASED84,07784,152-750%$31.8M$29.5M-$2.3M2026-10-16
Jefferies Financial Group Inc.
INCREASED83,10015,722+67,378+429%$5.9M$29.2M+$23.2M2026-11-05
JIA Investment Alliance Pte. Ltd.
UNCHANGED83,00083,00000%$31.4M$29.1M-$2.2M2026-10-06
Convergence Investment Partners, LLC
INCREASED82,99634,316+48,680+142%$13.0M$29.1M+$16.2M2026-10-28
Evergreen Capital Management LLC
INCREASED82,92781,952+975+1%$31.0M$29.1M-$1.8M2026-10-23
Albion Financial Group
INCREASED82,88281,864+1,018+1%$30.9M$29.1M-$1.8M2026-10-21
Simplicity Wealth,LLC
INCREASED81,91872,395+9,523+13%$27.3M$28.8M+$1.4M2026-10-23
United Asset Strategies, Inc.
DECREASED81,78783,581-1,794-2%$31.6M$28.7M-$2.9M2026-10-28
Ascent Group, LLC
INCREASED81,70481,070+634+1%$30.6M$28.7M-$1.9M2026-10-30
WestEnd Advisors, LLC
INCREASED81,59381+81,512+100632%$30.6K$28.7M+$28.6M2026-10-27
DE Burlo Group Inc
INCREASED81,51630,231+51,285+170%$11.4M$28.6M+$17.2M2026-11-05
Nordwand Advisors, LLC
INCREASED81,43481,123+311+0%$30.6M$28.6M-$2.0M2026-11-05
Sawgrass Asset Management LLC
DECREASED81,42682,019-593-1%$31.0M$28.6M-$2.4M2026-11-03
VestGen Advisors, LLC
DECREASED81,38293,582-12,200-13%$35.4M$28.6M-$6.8M2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED80,38578,823+1,562+2%$29.8M$28.2M-$1.5M2026-10-23
Schmidt P J Investment Management Inc
DECREASED80,28480,394-1100%$30.4M$28.2M-$2.2M2026-11-02
Turtle Creek Wealth Advisors, LLC
INCREASED79,94476,650+3,294+4%$28.9M$28.1M-$871.6K2026-10-15
Cookson Peirce & Co Inc
INCREASED79,45475,832+3,622+5%$28.6M$27.9M-$742.1K2026-10-30
Consolidated Investment Group LLC
UNCHANGED79,10579,10500%$29.9M$27.8M-$2.1M2026-11-04
Integrated Financial Solutions, Inc.
INCREASED78,60677,110+1,496+2%$29.1M$27.6M-$1.5M2026-10-09
Meiji Yasuda America Inc
INCREASED77,97462,793+15,181+24%$23.7M$27.4M+$3.7M2026-10-22
Compass Wealth Management LLC
DECREASED76,88478,541-1,657-2%$29.7M$27.0M-$2.7M2026-10-22
Bdf-Gestion
DECREASED76,82086,562-9,742-11%$910.5K$27.0M+$26.1M2026-10-19
Copeland Capital Management, LLC
INCREASED76,49076,414+76+0%$28.9M$26.9M-$2.0M2026-10-13
Petredis Investment Advisors LLC
INCREASED76,38476,224+160+0%$28.8M$26.8M-$2.0M2026-10-20
Strategy Asset Managers LLC
DECREASED76,33477,669-1,335-2%$29.3M$26.8M-$2.5M2026-10-14
Maxi Investments CY Ltd
INCREASED76,22048,454+27,766+57%$18.3M$26.8M+$8.5M2026-10-26
McKinley Carter Wealth Services, Inc.
DECREASED76,14677,392-1,246-2%$29.2M$26.7M-$2.5M2026-10-16
Foster Dykema Cabot & Partners, LLC
INCREASED76,11075,826+284+0%$28.6M$26.7M-$1.9M2026-10-30
Baker Avenue Asset Management, LP
INCREASED75,82475,553+271+0%$28.5M$26.6M-$1.9M2026-11-06
Rossmore Private Capital
INCREASED75,59573,869+1,726+2%$27.9M$26.5M-$1.4M2026-10-27
Pittenger & Anderson Inc
INCREASED75,26474,267+997+1%$28.1M$26.4M-$1.6M2026-11-02
CWA Asset Management Group, LLC
DECREASED74,62476,199-1,575-2%$28.8M$26.2M-$2.6M2026-10-19
Citizens National Bank Trust Department
DECREASED74,38876,917-2,529-3%$29.1M$26.1M-$2.9M2026-11-04
Hedeker Wealth, LLC
INCREASED74,05773,225+832+1%$27.7M$26.0M-$1.7M2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED73,65657,465+16,191+28%$21.4M$25.9M+$4.5M2026-10-13
Globalt Investments LLC / GA
DECREASED72,94575,279-2,334-3%$28.4M$25.6M-$2.8M2026-10-27
Meyer Handelman Co
INCREASED72,8813,605+69,276+1922%$1.4M$25.6M+$24.2M2026-10-28
Fulton Breakefield Broenniman LLC
DECREASED72,77173,277-506-1%$27.7M$25.6M-$2.1M2026-11-03
Empire Life Investments Inc.
DECREASED72,64175,476-2,835-4%$28.5M$25.5M-$3.0M2026-11-06
Commonwealth Retirement Investments LLC
DECREASED72,32672,778-452-1%$27.5M$25.4M-$2.1M2026-10-26
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED71,80474,819-3,015-4%$28.3M$25.2M-$3.0M2026-11-03
Nilsine Partners, LLC
INCREASED71,59871,455+143+0%$27.0M$25.1M-$1.8M2026-11-02
Haven Capital Group, Inc.
INCREASED71,30271,266+36+0%$26.9M$25.0M-$1.9M2026-10-13
International Assets Investment Management, LLC
INCREASED70,92168,425+2,496+4%$25.3M$24.4M-$886.3K2026-11-02
SBI Securities Co., Ltd.
INCREASED70,06763,624+6,443+10%$24.0M$24.6M+$572.9K2026-10-22
Jackson Square Capital, LLC
DECREASED69,78574,650-4,865-7%$28.2M$24.5M-$3.7M2026-10-19
Philadelphia Trust Co
DECREASED69,75796,423-26,666-28%$36.4M$24.5M-$11.9M2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED69,05567,043+2,012+3%$25.3M$24.3M-$1.1M2026-10-29
Brighton Jones LLC
INCREASED68,62466,036+2,588+4%$24.9M$24.1M-$845.1K2026-11-03
Mitchell Capital Management Co
INCREASED68,40767,863+544+1%$25.6M$24.0M-$1.6M2026-10-29
Duncker Streett & Co Inc
DECREASED68,27568,416-1410%$25.8M$24.0M-$1.9M2026-10-27
Cypress Capital Group
INCREASED67,87166,421+1,450+2%$25.1M$23.8M-$1.3M2026-11-03
J.W. Cole Advisors, Inc.
INCREASED67,26265,346+1,916+3%$24.7M$23.6M-$1.1M2026-11-05
Oak Harvest Investment Services
DECREASED67,07385,395-18,322-21%$32.3M$23.6M-$8.7M2026-10-20
Laurion Capital Management LP
INCREASED67,06114,922+52,139+349%$5.6M$23.6M+$17.9M2026-10-30
Verdence Capital Advisors LLC
INCREASED66,74762,747+4,000+6%$23.7M$23.4M-$262.0K2026-10-26
Cooper Financial Group
INCREASED66,36863,965+2,403+4%$24.2M$23.3M-$854.8K2026-10-07
Renaissance Investment Group LLC
DECREASED66,27668,173-1,897-3%$25.8M$23.3M-$2.5M2026-10-28
Mather Group, Llc.
DECREASED66,20370,429-4,226-6%$26.6M$23.2M-$3.4M2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED66,17962,064+4,115+7%$23.4M$23.2M-$203.2K2026-10-08
Cypress Asset Management Inc
DECREASED65,67066,951-1,281-2%$25.3M$23.1M-$2.2M2026-10-09
Huntleigh Advisors, Inc.
INCREASED65,67064,857+813+1%$24.5M$23.1M-$1.4M2026-11-03
Romano Brothers and Company
DECREASED65,55369,933-4,380-6%$26.4M$23.0M-$3.4M2026-10-22
JB Capital LLC
DECREASED65,31965,945-626-1%$24.9M$22.9M-$2.0M2026-10-19
Scott & Selber, Inc.
DECREASED65,31265,394-820%$24.7M$22.9M-$1.8M2026-10-21
Montag A & Associates Inc
DECREASED64,35966,932-2,573-4%$25.3M$22.6M-$2.7M2026-10-29
TD Private Client Wealth LLC
INCREASED64,11362,712+1,401+2%$23.7M$22.5M-$1.2M2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED63,86363,124+739+1%$23.8M$22.4M-$1.4M2026-10-23
Capital Investment Advisors, LLC
INCREASED63,76063,620+140+0%$24.0M$22.4M-$1.6M2026-10-22
Foyston, Gordon & Payne Inc
DECREASED63,53367,215-3,682-5%$25.5M$22.3M-$3.2M2026-11-02
GW Henssler & Associates LTD
INCREASED63,20362,085+1,118+2%$23.5M$22.2M-$1.3M2026-10-26
Sigma Planning Corp
DECREASED62,89364,110-1,217-2%$24.2M$22.1M-$2.1M2026-10-23
Signal Advisors Wealth, LLC
INCREASED62,27661,868+408+1%$23.4M$21.9M-$1.5M2026-10-13
Strategic Wealth Investment Group, LLC
DECREASED62,19764,070-1,873-3%$24.2M$21.8M-$2.4M2026-10-29
Marietta Wealth Management, LLC
DECREASED62,19463,756-1,562-2%$24.1M$21.5M-$2.5M2026-10-22
KCM Investment Advisors LLC
INCREASED61,84161,642+199+0%$23.3M$21.7M-$1.6M2026-10-27
Integrated Advisors Network LLC
INCREASED61,47258,539+2,933+5%$22.1M$21.6M-$524.5K2026-10-20
Stackstone Wealth, LLC
NEW61,430—+61,430——$21.6M—2026-10-19
Beacon Investment Advisory Services, Inc.
DECREASED61,18261,941-759-1%$23.4M$21.5M-$1.9M2026-10-13
LaFleur & Godfrey LLC
DECREASED61,15868,418-7,260-11%$25.8M$21.5M-$4.4M2026-10-27
Valeo Financial Advisors, LLC
INCREASED61,02256,614+4,408+8%$21.4M$21.4M+$51.9K2026-10-08
Wealthcare Advisory Partners LLC
INCREASED60,95250,093+10,859+22%$18.9M$21.4M+$2.5M2026-10-21
Parsons Capital Management Inc
INCREASED60,73952,422+8,317+16%$19.8M$21.3M+$1.5M2026-10-28
Kennedy Investment Group, Inc.
INCREASED60,34659,476+870+1%$22.5M$21.2M-$1.3M2026-10-21
RFG Advisory, LLC
INCREASED60,27244,874+15,398+34%$17.0M$21.2M+$4.2M2026-11-03
Capital City Trust Co
DECREASED60,07261,983-1,911-3%$23.4M$21.1M-$2.3M2026-10-22
PKO Investment Management Joint-Stock Co
UNCHANGED60,00060,00000%$22.7M$21.1M-$1.6M2026-10-19
Perryman Financial Advisory Inc
INCREASED59,23359,172+61+0%$22.4M$20.8M-$1.5M2026-10-16
SFE Investment Counsel
INCREASED59,18356,951+2,232+4%$21.5M$20.8M-$728.7K2026-10-29
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
NEW59,153—+59,153——$20.8M—2026-10-20
Trust Co of Vermont
INCREASED59,01349,637+9,376+19%$18.8M$20.7M+$2.0M2026-10-21
Eagle Global Advisors LLC
DECREASED58,86059,226-366-1%$22.4M$20.7M-$1.7M2026-11-02
Nations Financial Group Inc,
INCREASED58,85458,684+170+0%$22.2M$20.7M-$1.5M2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED58,66057,328+1,332+2%$21.7M$20.6M-$1.1M2026-10-29
Wespac Advisors SoCal, LLC
DECREASED58,04658,520-474-1%$22.1M$20.4M-$1.7M2026-10-13
Parcion Private Wealth LLC
INCREASED57,81856,832+986+2%$21.5M$20.3M-$1.2M2026-10-28
180 Wealth Advisors, LLC
DECREASED57,71557,811-960%$21.8M$20.3M-$1.6M2026-11-03
Ascentis Independent Advisors
INCREASED57,6481,429+56,219+3934%$539.8K$20.2M+$19.7M2026-11-03
Cordatus Wealth Management LLC
DECREASED57,31459,202-1,888-3%$22.4M$20.1M-$2.2M2026-10-19
Isthmus Partners, LLC
INCREASED57,27057,198+72+0%$21.6M$20.1M-$1.5M2026-10-21
Vestor Capital, LLC
INCREASED57,177550+56,627+10296%$98$6.3K+$6.2K2026-11-04
S-Bank Fund Management Ltd
DECREASED57,05561,598-4,543-7%$23.3M$20.0M-$3.2M2026-11-06
Journey Advisory Group, LLC
INCREASED56,83155,706+1,125+2%$21.0M$20.0M-$1.1M2026-11-04
Visionary Wealth Advisors
INCREASED56,29255,649+643+1%$21.0M$19.8M-$1.3M2026-11-04
Community Financial Services Group, LLC
DECREASED56,24258,623-2,381-4%$21.7M$19.3M-$2.3M2026-10-15
SAX Wealth Advisors, LLC
INCREASED56,11212,365+43,747+354%$3.8M$19.7M+$15.9M2026-10-13
Provident Investment Management, Inc.
INCREASED55,53154,988+543+1%$20.8M$19.5M-$1.3M2026-10-23
Rockline Wealth Management, LLC
DECREASED55,51455,605-910%$21.0M$19.5M-$1.5M2026-10-26
Tema Etfs LLC
INCREASED55,44451,702+3,742+7%$19.5M$19.5M-$59.1K2026-10-16
Everest Financial Group LLC
INCREASED55,13849,737+5,401+11%$18.8M$19.4M+$575.6K2026-11-06
Thompson Siegel & Walmsley LLC
UNCHANGED54,91654,91600%$20.7M$19.3M-$1.5M2026-11-05
Sowell Financial Services LLC
INCREASED54,88351,418+3,465+7%$19.4M$19.3M-$148.9K2026-10-23
John G Ullman & Associates Inc
DECREASED54,70856,147-1,439-3%$21.2M$19.2M-$2.0M2026-11-04
Norden Group LLC
INCREASED54,44752,256+2,191+4%$19.7M$19.1M-$618.4K2026-10-20
Greenwood Gearhart LLC
INCREASED54,34950,954+3,395+7%$19.2M$19.1M-$161.0K2026-11-02
Agur Provident & Training Funds Management LTD
INCREASED54,20022,200+32,000+144%$78.9K$190.3K+$111.4K2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED53,87058,483-4,613-8%$22.1M$18.9M-$3.2M2026-10-13
Versant Capital Management, Inc
INCREASED53,86653,172+694+1%$20.1M$18.9M-$1.2M2026-10-02
Stokes Capital Advisors, LLC
INCREASED53,76252,471+1,291+2%$19.8M$18.9M-$940.2K2026-10-09
Equitable Trust Co
DECREASED53,65454,253-599-1%$20.5M$18.8M-$1.7M2026-10-13
Reliant Investment Management, LLC
DECREASED53,35954,427-1,068-2%$20.6M$18.7M-$1.8M2026-10-14
M & L Capital Management Ltd
DECREASED53,329175,800-122,471-70%$66.4M$18.7M-$47.7M2026-10-26
71 West Capital Partners
INCREASED52,72452,562+162+0%$19.9M$18.5M-$1.3M2026-11-04
Trust Asset Management LLC
UNCHANGED52,54952,54900%$19.9M$18.5M-$1.4M2026-11-03
Intesa Sanpaolo Wealth Management
INCREASED52,51049,188+3,322+7%$18.6M$18.4M-$139.8K2026-10-28
Kornitzer Capital Management Inc
INCREASED52,40746,475+5,932+13%$17.6M$18.4M+$848.9K2026-11-03
Covenant Asset Management, LLC
DECREASED52,07753,642-1,565-3%$20.3M$18.3M-$2.0M2026-10-14
Cullen Investment Group, Ltd.
DECREASED52,05355,469-3,416-6%$21.0M$18.5M-$2.5M2026-10-13
Koshinski Asset Management, Inc.
DECREASED52,04752,427-380-1%$19.8M$18.3M-$1.5M2026-10-29
Harbour Capital Advisors, LLC
INCREASED51,82551,739+86+0%$20.7M$18.2M-$2.5M2026-10-13
Soltis Investment Advisors LLC
INCREASED51,64736,470+15,177+42%$13.8M$18.1M+$4.4M2026-10-28
Hoey Investments, Inc
DECREASED51,58452,347-763-1%$19.8M$18.1M-$1.7M2026-10-29
Eagle Capital Management, LLC
DECREASED51,43952,864-1,425-3%$20.0M$18.1M-$1.9M2026-10-19
Azzad Asset Management Inc
DECREASED51,34951,482-1330%$19.4M$18.0M-$1.4M2026-11-04
Linden Thomas Advisory Services, LLC
INCREASED51,04150,684+357+1%$19.1M$17.9M-$1.2M2026-10-19
Confluence Wealth Services, Inc.
DECREASED50,93751,864-927-2%$19.6M$17.9M-$1.7M2026-11-05
Vantage Investment Partners, LLC
INCREASED50,88449,096+1,788+4%$18.5M$17.9M-$676.1K2026-10-27
Synergy Asset Management, LLC
INCREASED50,76646,085+4,681+10%$17.4M$17.8M+$419.9K2026-11-05
Asio Capital, LLC
INCREASED50,21049,757+453+1%$18.8M$17.6M-$1.2M2026-10-19
Jamison Private Wealth Management, Inc.
INCREASED50,12649,707+419+1%$18.8M$17.6M-$1.2M2026-10-14
Westover Capital Advisors, LLC
INCREASED50,06949,947+122+0%$18.9M$17.6M-$1.3M2026-10-26
Elite Wealth Management, Inc.
INCREASED49,81535,160+14,655+42%$13.3M$17.5M+$4.2M2026-11-03
Krilogy Financial LLC
INCREASED49,67644,308+5,368+12%$16.7M$17.6M+$884.0K2026-10-13
Capital Investment Counsel, LLC
DECREASED49,43150,676-1,245-2%$19.1M$17.4M-$1.8M2026-10-14
Chicago Partners Investment Group LLC
DECREASED49,42257,458-8,036-14%$22.6M$15.9M-$6.7M2026-10-27
Nfsg Corp
INCREASED49,17948,869+310+1%$18.5M$17.3M-$1.2M2026-10-15
Lyell Wealth Management, LP
INCREASED49,14546,015+3,130+7%$17.4M$17.3M-$122.9K2026-10-30
SeaCrest Wealth Management, LLC
DECREASED48,91149,219-308-1%$18.6M$17.2M-$1.4M2026-10-21
FFG Partners, LLC
DECREASED48,73952,772-4,033-8%$19.9M$17.1M-$2.8M2026-10-15
University of Texas S AM Investment Management Co
INCREASED48,50147,469+1,032+2%$17.9M$17.0M-$898.3K2026-11-03
Aaron Wealth Advisors LLC
INCREASED48,29846,469+1,829+4%$17.6M$17.0M-$591.9K2026-10-13
Trifecta Capital Advisors, LLC
INCREASED48,21847,362+856+2%$17.9M$16.9M-$957.3K2026-10-21
V-Square Quantitative Management LLC
INCREASED47,83145,140+2,691+6%$17.1M$16.8M-$253.9K2026-10-15
First Financial Bank - Trust Division
INCREASED47,81739,029+8,788+23%$14.7M$16.8M+$2.0M2026-10-01
Foster Victor Wealth Advisors, LLC
INCREASED47,51146,991+520+1%$18.3M$15.9M-$2.4M2026-10-21
Bell & Brown Wealth Advisors, LLC
DECREASED47,34950,354-3,005-6%$19.0M$16.6M-$2.4M2026-10-16
Bensler, LLC
INCREASED47,24642,575+4,671+11%$16.1M$16.6M+$509.8K2026-11-05
Flagship Harbor Advisors, LLC
DECREASED47,22348,058-835-2%$18.2M$16.6M-$1.6M2026-10-26
Capital Investment Advisory Services, LLC
INCREASED47,01944,287+2,732+6%$16.7M$16.5M-$219.7K2026-10-30
Clear Trail Advisors, LLC
DECREASED46,89747,851-954-2%$18.1M$16.5M-$1.6M2026-10-20
Intact Investment Management Inc.
DECREASED46,83051,100-4,270-8%$19.3M$16.4M-$2.9M2026-11-03
Symphony Financial, Ltd. Co.
INCREASED46,61835,188+11,430+32%$13.1M$16.5M+$3.4M2026-10-22
Lanark Financial, Inc.
DECREASED46,52047,756-1,236-3%$18.0M$16.3M-$1.7M2026-10-26
Paragon Advisors, LLC
INCREASED46,29446,036+258+1%$17.4M$16.3M-$1.1M2026-11-03
Progressive Investment Management Corp
DECREASED46,04246,534-492-1%$17.6M$16.2M-$1.4M2026-10-26
Kendall Capital Management
INCREASED46,03045,720+310+1%$17.3M$16.2M-$1.1M2026-10-23
Purus Wealth Management, LLC
DECREASED45,97245,977-50%$17.4M$16.1M-$1.2M2026-10-15
LS Investment Advisors, LLC
DECREASED45,96649,192-3,226-7%$18.6M$16.1M-$2.4M2026-10-13
Neville Rodie & Shaw Inc
DECREASED45,84551,008-5,163-10%$19.3M$16.1K-$19.3M2026-10-05
BLB&B Advisors, LLC
INCREASED45,72444,695+1,029+2%$16.9M$16.1M-$825.7K2026-10-27
Howland Capital Management LLC
INCREASED45,50939,716+5,793+15%$15.0M$16.0M+$979.6K2026-10-22
Payden & Rygel
DECREASED45,45245,652-2000%$17.2M$16.0M-$1.3M2026-10-28
Evexia Wealth LLC
DECREASED45,39455,796-10,402-19%$21.9M$14.9M-$6.9M2026-11-05
Mystic Asset Management, Inc.
DECREASED45,21545,974-759-2%$17.4M$15.9M-$1.5M2026-10-15
Independent Solutions Wealth Management, LLC
DECREASED45,11945,463-344-1%$17.2M$15.8M-$1.3M2026-10-28
Valicenti Advisory Services Inc
DECREASED45,04745,531-484-1%$17.2M$15.8M-$1.4M2026-10-23
Old Second National Bank of Aurora
DECREASED44,97950,023-5,044-10%$18.9M$15.8M-$3.1M2026-10-22
Pathway Wealth Management LLC
INCREASED44,77144,766+5+0%$16.9M$15.7M-$1.2M2026-10-19
Archford Capital Strategies, LLC
INCREASED44,40444,304+100+0%$16.7M$15.6M-$1.1M2026-10-19
Investment Insight Wealth Management, LLC
DECREASED43,99344,534-541-1%$16.8M$15.4M-$1.4M2026-10-30
Ninety One SA (PTY) Ltd
DECREASED43,94945,690-1,741-4%$17.2M$15.5M-$1.7M2026-10-15
CoreCap Advisors, LLC
INCREASED43,94242,639+1,303+3%$16.1M$15.4M-$674.9K2026-10-08
Clearstead Trust, LLC
DECREASED43,82845,481-1,653-4%$17.2M$15.4M-$1.8M2026-11-06
Private Trust Co NA
DECREASED43,82543,931-1060%$16.6M$15.4M-$1.2M2026-10-20
RMR Wealth Builders
INCREASED43,73543,444+291+1%$16.4M$15.4M-$1.1M2026-10-22
Applied Finance Capital Management, LLC
INCREASED43,67227,591+16,081+58%$10.4M$15.3M+$4.9M2026-11-03
Angeles Wealth Management, LLC
DECREASED43,62044,949-1,329-3%$17.0M$15.3M-$1.7M2026-10-26
Columbia Asset Management
DECREASED43,49945,442-1,943-4%$17.2M$15.3M-$1.9M2026-10-19
Hunter Associates Investment Management LLC
DECREASED43,35548,193-4,838-10%$18.2M$15.2M-$3.0M2026-10-26
Cigna Investments Inc
DECREASED43,34443,785-441-1%$16.5M$15.2M-$1.3M2026-10-19
Westwood Wealth Management
DECREASED43,29044,290-1,000-2%$16.7M$15.2M-$1.5M2026-10-29
Quantum Private Wealth, LLC
DECREASED43,12944,034-905-2%$16.6M$15.1M-$1.5M2026-10-20
Narwhal Capital Management
INCREASED42,93641,122+1,814+4%$15.5M$15.1M-$455.2K2026-11-04
Avestar Capital, LLC
DECREASED42,84860,027-17,179-29%$22.7M$15.0M-$7.6M2026-10-28
First Business Financial Services, Inc.
INCREASED42,79641,248+1,548+4%$15.6M$15.0M-$551.9K2026-10-29
Hohimer Wealth Management, LLC
INCREASED42,51241,502+1,010+2%$15.7M$14.9M-$747.6K2026-11-04
Jones Kertz & Associates, Inc.
DECREASED42,50743,742-1,235-3%$16.5M$14.9M-$1.6M2026-10-28
Fulcrum Asset Management LLP
DECREASED42,38642,754-368-1%$15.9M$15.1M-$872.5K2026-11-04
Griffin Asset Management, Inc.
INCREASED42,03039,291+2,739+7%$14.8M$14.8M-$81.7K2026-10-22
Financial Enhancement Group LLC
INCREASED42,00440,855+1,149+3%$15.4M$15.8M+$382.0K2026-10-08
Avantax Planning Partners, Inc.
DECREASED41,90644,787-2,881-6%$16.9M$14.7M-$2.2M2026-11-03
Patton Albertson Miller Group, LLC
DECREASED41,85942,694-835-2%$16.1M$14.7M-$1.4M2026-10-26
One Way Holdings LLC
INCREASED41,66935,382+6,287+18%$13.4M$14.6M+$1.3M2026-10-29
Inspire Trust Co, N.A.
DECREASED41,55454,689-13,135-24%$20.7M$14.6M-$6.1M2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED41,52441,52400%$15.7M$15.7M$02026-10-15
Peterson Wealth Services
INCREASED41,43340,885+548+1%$15.4M$14.6M-$893.3K2026-10-26
Blue Fin Capital, Inc.
INCREASED41,28440,281+1,003+2%$15.2M$14.5M-$717.6K2026-10-28
Avior Wealth Management, LLC
INCREASED40,82734,603+6,224+18%$13.1M$14.3M+$1.3M2026-10-13
Capstone Wealth Management Group, LLC
DECREASED40,69544,197-3,502-8%$16.7M$13.4M-$3.3M2026-11-05
Gunderson Capital Management LLC
INCREASED40,67323,153+17,520+76%$8.7M$14.3M+$5.5M2026-10-15
Tectonic Advisors LLC
INCREASED40,65537,786+2,869+8%$14.3M$14.3M+$4.1K2026-10-22
CenterBook Partners LP
DECREASED40,56468,476-27,912-41%$25.9M$14.2M-$11.6M2026-11-02
Capital Asset Advisory Services LLC
INCREASED40,47236,063+4,409+12%$13.6M$13.1M-$534.0K2026-10-30
Sendero Wealth Management, LLC
DECREASED40,31344,745-4,432-10%$16.9M$14.2M-$2.7M2026-10-14
Chicago Capital, LLC
INCREASED40,27936,590+3,689+10%$13.8M$14.1M+$323.7K2026-10-13
Parr Mcknight Wealth Management Group, LLC
DECREASED40,14141,722-1,581-4%$15.8M$14.1M-$1.7M2026-10-30
Financial Solutions Advisory Group, Inc.
DECREASED39,93941,398-1,459-4%$16.6M$13.1M-$3.5M2026-10-28
Generali Investments, Management Co LLC
DECREASED39,75347,351-7,598-16%$17.9M$14.0M-$3.9M2026-10-19
Birch Hill Investment Advisors LLC
INCREASED39,55124,929+14,622+59%$9.4M$13.9M+$4.5M2026-10-16
Wallington Asset Management, LLC
NEW39,544—+39,544——$13.9M—2026-11-04
Baker Ellis Asset Management LLC
DECREASED39,52540,155-630-2%$15.2M$13.9M-$1.3M2026-10-14
Lmcg Investments, LLC
INCREASED39,27335,768+3,505+10%$13.5M$13.8M+$280.9K2026-10-21
Brady Family Wealth, LLC
DECREASED39,14741,235-2,088-5%$15.6M$13.7M-$1.8M2026-11-02
RDA Financial Network
DECREASED39,11140,025-914-2%$15.1M$13.7M-$1.4M2026-10-15
BG Investment Services, LLC
NEW38,776—+38,776——$13.6M—2026-10-23
James Investment Research, Inc.
DECREASED38,73840,779-2,041-5%$15.4M$13.6M-$1.8M2026-10-22
Argonautica Private Wealth Management, Inc
DECREASED38,56739,256-689-2%$14.8M$13.5M-$1.3M2026-11-02
First National Bank of Mount Dora, Trust Investment Services
DECREASED38,37939,932-1,553-4%$15.1M$13.5M-$1.6M2026-10-21
Mccarter Private Wealth Services LLC
DECREASED38,09538,715-620-2%$14.6M$13.4M-$1.2M2026-10-22
Advisortrust Partners, LLC
INCREASED37,88337,114+769+2%$14.0M$13.3M-$715.7K2026-11-02
Lineweaver Wealth Advisors, LLC
INCREASED37,76436,920+844+2%$13.9M$13.3M-$684.3K2026-10-13
Premier Path Wealth Partners, LLC
DECREASED37,74137,838-970%$14.3M$13.3M-$1.0M2026-10-16
Kintegral Advisory, LLC
INCREASED37,60937,397+212+1%$14.1M$13.2M-$918.8K2026-10-16
Fogel Capital Management, Inc.
INCREASED37,36537,225+140+0%$14.1M$13.1M-$939.5K2026-11-04
Integrity Alliance, Llc.
INCREASED37,24235,435+1,807+5%$13.4M$13.1M-$306.5K2026-10-29
AlphaStar Capital Management, LLC
INCREASED37,21231,274+5,938+19%$11.8M$13.1M+$1.3M2026-10-16
Greenwood Capital Associates LLC
INCREASED37,02932,531+4,498+14%$12.3M$13.0M+$715.6K2026-10-27
Moody National Bank Trust Division
DECREASED36,86038,385-1,525-4%$14.5M$12.9M-$1.6M2026-10-06
Eastover Investment Advisors LLC
DECREASED36,79437,979-1,185-3%$14.3M$12.9M-$1.4M2026-10-05
Welch Group, LLC
INCREASED36,67335,018+1,655+5%$13.2M$12.9M-$348.8K2026-10-29
PFG Advisors
DECREASED36,57942,851-6,272-15%$16.2M$12.8M-$3.3M2026-10-16
StoneX Group Inc.
INCREASED36,55033,783+2,767+8%$12.8M$12.8M+$59.0K2026-11-03
Portfolio Design Labs, LLC
INCREASED36,54236,233+309+1%$13.7M$12.8M-$854.2K2026-11-04
Pathway Financial Advisers, LLC
DECREASED36,37136,798-427-1%$13.9M$12.8M-$1.1M2026-10-27
Everhart Financial Group, Inc.
INCREASED36,18535,919+266+1%$13.6M$12.7M-$860.6K2026-10-08
Clean Yield Group
INCREASED36,17735,801+376+1%$13.5M$12.7M-$818.8K2026-10-28
Resonant Capital Advisors, LLC
INCREASED36,12735,926+201+1%$13.6M$12.7M-$883.6K2026-10-15
Sovran Advisors, LLC
INCREASED36,09634,559+1,537+4%$13.2M$12.5M-$710.8K2026-11-02
Y.D. More Investments Ltd
DECREASED36,03647,252-11,216-24%$17.8M$12.7M-$5.2M2026-11-02
WealthPlan Investment Management, LLC
INCREASED35,96735,818+149+0%$13.5M$12.6M-$899.2K2026-10-15
Toth Financial Advisory Corp
INCREASED35,91434,043+1,871+6%$12.9M$12.6M-$247.1K2026-10-08
Warm Springs Advisors Inc.
INCREASED35,86730,118+5,749+19%$11.4M$12.6M+$1.2M2026-10-28
Mattern Capital Management, LLC
INCREASED35,73435,199+535+2%$13.3M$12.5M-$747.0K2026-11-02
One Wealth Capital Management, LLC
INCREASED35,53228,290+7,242+26%$10.7M$12.5M+$1.8M2026-10-23
Stanley-Laman Group, Ltd.
DECREASED35,18735,446-259-1%$13.4M$12.4M-$1.0M2026-10-20
Mountain Hill Investment Partners Corp.
INCREASED35,1568,525+26,631+312%$3.2M$12.3M+$9.1M2026-10-23
Stablepoint Partners, LLC
INCREASED35,11435,058+56+0%$13.2M$12.3M-$911.6K2026-11-03
Summit Global Investments
INCREASED35,08221,395+13,687+64%$8.1M$12.3M+$4.2M2026-10-28
Ashurst Perkins Coie Trust Co
INCREASED34,96234,783+179+1%$13.1M$12.3M-$861.0K2026-10-15
Weaver Capital Management LLC
DECREASED34,92438,070-3,146-8%$11.8M$12.3M+$481.8K2026-10-15
Conning Inc.
INCREASED34,89931,339+3,560+11%$11.8M$12.3M+$417.9K2026-10-27
Quadrant Private Wealth Management, LLC
INCREASED34,80134,784+17+0%$13.1M$12.2M-$917.8K2026-11-04
Salem Investment Counselors Inc
INCREASED34,45034,431+19+0%$13.0M$12.1M-$907.7K2026-10-13
Louisbourg Investments Inc.
INCREASED34,31128,622+5,689+20%$9.0M$9.9M+$874.4K2026-10-20
Concord Wealth Partners
INCREASED34,26834,005+263+1%$12.8M$12.0M-$810.8K2026-11-02
Berbice Capital Management LLC
INCREASED34,16033,980+180+1%$12.8M$12.0M-$839.3K2026-10-13
Trust Co of Toledo NA
INCREASED34,14334,067+76+0%$12.9M$12.0M-$878.1K2026-10-16
Alta Advisers Ltd
INCREASED34,03618,279+15,757+86%$6.9M$12.0M+$5.0M2026-11-02
Princeton Capital Management LLC
INCREASED33,87533,196+679+2%$12.5M$11.9M-$643.3K2026-10-27
Patten Group, Inc.
INCREASED33,75733,418+339+1%$12.6M$11.9M-$768.5K2026-10-26
Midwest Professional Planners, Ltd.
DECREASED33,63735,291-1,654-5%$13.3M$11.8M-$1.5M2026-10-29
Royal Fund Management, LLC
INCREASED33,60133,018+583+2%$12.5M$11.8M-$672.2K2026-10-22
RED Cedar Investment Management, LLC
UNCHANGED33,53333,53300%$12.7M$11.8M-$890.6K2026-11-04
1834 Investment Advisors Co
INCREASED33,51233,485+27+0%$12.6M$11.8M-$880.0K2026-10-16
Trust Point Inc.
INCREASED33,35231,687+1,665+5%$12.0M$11.7M-$256.9K2026-10-27
Fortem Financial Group, LLC
INCREASED33,18832,683+505+2%$12.3M$11.7M-$690.9K2026-10-20
CMH Wealth Management LLC
DECREASED33,18336,177-2,994-8%$13.7M$11.7M-$2.0M2026-10-22
Lockheed Martin Investment Management Co
DECREASED33,150130,080-96,930-75%$49.1M$11.6M-$37.5M2026-11-04
Sage Mountain Advisors LLC
DECREASED33,10034,510-1,410-4%$13.0M$11.6M-$1.4M2026-11-02
Concord Asset Management, LLC
INCREASED33,07532,064+1,011+3%$12.1M$11.6M-$496.6K2026-11-02
Root Financial Partners, LLC
INCREASED33,02632,554+472+1%$12.3M$11.6M-$698.9K2026-10-21
JLB & Associates Inc
DECREASED32,97933,064-850%$12.5M$12.5M-$32.1K2026-10-27
Galvin, Gaustad & Stein, LLC
INCREASED32,8424,039+28,803+713%$1.5M$11.5M+$10.0M2026-10-08
Schear Investment Advisers, LLC
DECREASED32,83038,961-6,131-16%$14.7M$11.5M-$3.2M2026-10-14
Tempo Wealth, LLC
INCREASED32,83032,369+461+1%$12.2M$11.5M-$697.8K2026-10-14
Procyon Advisors, LLC
DECREASED32,76733,310-543-2%$12.6M$11.5M-$1.1M2026-10-21
North Point Portfolio Managers Corp
INCREASED32,59826,452+6,146+23%$10.0M$11.4M+$1.5M2026-10-07
Asset Dedication, LLC
DECREASED32,54132,984-443-1%$12.5M$11.4M-$1.0M2026-11-03
Greystone Financial Group, LLC
DECREASED32,48134,297-1,816-5%$13.0M$11.4M-$1.5M2026-10-26
Oak Grove Capital LLC
INCREASED32,344967+31,377+3245%$365.3K$11.4M+$11.0M2026-10-09
MinichMacGregor Wealth Management, LLC
DECREASED32,30732,750-443-1%$12.4M$11.3M-$1.0M2026-10-14
Bochk Asset Management Ltd
INCREASED32,08926,960+5,129+19%$10.2M$11.3M+$1.1M2026-10-29
Compton Wealth Advisory Group, LLC
DECREASED32,06432,165-1010%$11.9M$11.0M-$861.3K2026-10-13
West Branch Capital LLC
INCREASED32,04431,925+119+0%$12.1M$11.3M-$805.9K2026-10-20
Aprio Wealth Management, LLC
INCREASED31,99431,463+531+2%$11.9M$11.2M-$649.2K2026-10-28
Eleva Capital SAS
NEW31,991—+31,991——$11.2M—2026-10-06
Accurate Wealth Management, LLC
INCREASED31,92731,753+174+1%$12.7M$11.4M-$1.3M2026-10-20
Orange Investment Advisors, Inc.
DECREASED31,90332,068-165-1%$12.1M$11.2M-$909.7K2026-10-23
CFM Wealth Partners LLC
INCREASED31,83231,296+536+2%$11.8M$11.2M-$643.0K2026-11-05
Security National Bank
INCREASED31,76630,857+909+3%$11.7M$11.2M-$500.3K2026-10-26
Moneco Advisors, LLC
INCREASED31,39129,997+1,394+5%$11.3M$11.0M-$307.2K2026-11-05
Shepherd Financial Partners LLC
INCREASED31,31531,261+54+0%$11.8M$11.0M-$811.3K2026-11-03
Titleist Asset Management, LLC
DECREASED31,18231,290-1080%$11.8M$11.0M-$868.7K2026-10-08
Elyxium Wealth, LLC
DECREASED31,16031,466-306-1%$11.9M$10.9M-$943.3K2026-10-27
Means Investment Co., Inc.
INCREASED31,15628,554+2,602+9%$10.8M$10.9M+$155.5K2026-11-03
Ellsworth Advisors, LLC
INCREASED31,11230,448+664+2%$12.0M$10.9M-$1.1M2026-10-15
Kanawha Capital Management LLC
INCREASED31,00430,130+874+3%$11.4M$10.9M-$493.3K2026-10-19
Alps Advisors Inc
INCREASED30,85015,262+15,588+102%$5.8M$10.8M+$5.1M2026-11-03
Grandview Asset Management LLC
DECREASED30,75632,088-1,332-4%$12.0M$10.8M-$1.2M2026-10-19
Lake Street Private Wealth, LLC
DECREASED30,75431,678-924-3%$12.0M$10.8M-$1.2M2026-10-22
Bell Asset Management Ltd
DECREASED30,68039,992-9,312-23%$15.1M$10.8M-$4.3M2026-10-08
Acumen Wealth Advisors, LLC
INCREASED30,55129,169+1,382+5%$11.0M$10.7M-$289.4K2026-11-05
Financial Perspectives, Inc
DECREASED30,42030,495-750%$11.5M$10.7M-$836.3K2026-11-03
Rockport Wealth LLC
DECREASED30,35031,706-1,356-4%$12.0M$10.7M-$1.3M2026-11-03
Edmp, Inc.
DECREASED30,30930,499-190-1%$11.5M$10.6M-$876.7K2026-10-22
Destiny Wealth Partners, LLC
INCREASED30,11225,899+4,213+16%$10.1M$9.7M-$379.0K2026-11-05
NovaPoint Capital, LLC
DECREASED30,10730,369-262-1%$11.5M$10.6M-$898.6K2026-10-22
Supplemental Annuity Collective Trust of NJ
DECREASED30,10230,368-266-1%$11.5M$10.6M-$900.0K2026-11-02
Argentarii, LLC
INCREASED29,98829,924+64+0%$12.5M$10.5M-$1.9M2026-10-28
TrueMark Investments, LLC
INCREASED29,8634,670+25,193+539%$1.8M$10.5M+$8.7M2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED29,85531,841-1,986-6%$12.0M$10.5M-$1.5M2026-11-04
Shaker Investments LLC
INCREASED29,84929,839+10+0%$11.3M$10.5M-$789.0K2026-11-05
Souders Financial Advisors
DECREASED29,80830,788-980-3%$11.6M$10.5M-$1.2M2026-11-03
111 Capital
INCREASED29,80521,905+7,900+36%$8.3M$10.5M+$2.2M2026-11-03
Claro Advisors Inc.
INCREASED29,76529,493+272+1%$11.1M$10.5M-$687.7K2026-11-02
New Hampshire Trust
DECREASED29,76330,642-879-3%$11.6M$10.5M-$1.1M2026-10-20
Insight Advisors, LLC/ PA
DECREASED29,73430,265-531-2%$11.4M$10.4M-$990.2K2026-10-22
Decker Wealth Management LLC
INCREASED29,70528,517+1,188+4%$10.8M$10.4M-$340.2K2026-10-09
Ninety One North America, Inc.
DECREASED29,68637,538-7,852-21%$14.2M$10.4M-$3.8M2026-10-15
Y-Intercept (Hong Kong) Ltd
DECREASED29,38137,533-8,152-22%$14.2M$10.3M-$3.9M2026-10-16
Impact Capital Partners LLC
DECREASED29,04832,741-3,693-11%$12.4M$10.2M-$2.2M2026-10-22
3Chopt Investment Partners, LLC
INCREASED28,92127,738+1,183+4%$10.5M$10.2M-$321.3K2026-10-30
Cove Private Wealth, LLC
INCREASED28,81327,831+982+4%$10.5M$10.1M-$394.3K2026-10-28
Arjuna Capital
INCREASED28,78528,778+7+0%$10.9M$10.1M-$761.9K2026-11-03
Kurv Investment Management LLC
INCREASED28,39625,515+2,881+11%$9.6M$10.0M+$334.1K2026-10-28
Marathon Wealth Advisors LLC
DECREASED28,34428,439-950%$10.7M$10.0M-$789.0K2026-11-04
Commons Capital, LLC
DECREASED28,22729,645-1,418-5%$11.2M$9.9M-$1.3M2026-11-05
ROI Financial Advisors, LLC
DECREASED28,10730,470-2,363-8%$11.5M$9.9M-$1.6M2026-10-19
Caldwell Trust Co
INCREASED28,10627,683+423+2%$10.5M$9.9M-$586.7K2026-10-30
KMG Fiduciary Partners, LLC
DECREASED28,07029,699-1,629-5%$11.2M$9.9M-$1.4M2026-10-14
Red Spruce Capital, LLC
DECREASED28,06028,080-200%$10.6M$9.9M-$752.8K2026-10-07
Gryphon Financial Partners LLC
INCREASED28,03527,935+100+0%$10.6M$9.8M-$706.7K2026-11-04
Pictet North America Advisors SA
INCREASED27,98722,418+5,569+25%$8.5M$9.8M+$1.4M2026-10-21
Bison Wealth, LLC
INCREASED27,97925,253+2,726+11%$9.4M$9.9M+$482.6K2026-10-13
Kestra Investment Management, LLC
INCREASED27,97425,117+2,857+11%$9.5M$9.8M+$336.2K2026-11-04
PDS Planning, Inc
INCREASED27,94027,930+10+0%$10.6M$9.8M-$738.2K2026-11-03
Arista Wealth Management, LLC
INCREASED27,93327,897+36+0%$10.5M$9.8M-$728.3K2026-10-29
Guinness Atkinson Asset Management Inc
DECREASED27,84528,243-398-1%$10.7M$9.8M-$889.9K2026-11-05
SeaBridge Investment Advisors LLC
INCREASED27,81924,303+3,516+14%$9.2M$9.8M+$589.4K2026-11-02
Hager Investment Management Services, LLC
DECREASED27,73428,026-292-1%$10.6M$9.7M-$846.7K2026-11-04
HCR Wealth Advisors
INCREASED27,67627,285+391+1%$10.3M$9.7M-$587.4K2026-10-15
N10 Wealth, LLC
INCREASED27,54621,344+6,202+29%$8.1M$9.7M+$1.6M2026-10-14
Harbor Investment Advisory, LLC
INCREASED27,40526,459+946+4%$10.0M$9.6M-$370.5K2026-10-13
Asset One Wealth Management LLC
INCREASED27,35124,032+3,319+14%$9.5M$9.6M+$130.4K2026-11-02
StrongBox Wealth, LLC
DECREASED27,33127,822-491-2%$10.5M$9.6M-$911.3K2026-11-02
Wright Investors Service Inc
DECREASED27,26529,538-2,273-8%$11.2M$9.6M-$1.6M2026-11-02
Columbus Macro, LLC
DECREASED27,19729,835-2,638-9%$11.3M$9.6M-$1.7M2026-10-14
Facet Wealth, Inc.
INCREASED27,08221,232+5,850+28%$8.0M$9.5M+$1.5M2026-11-04
Indivisible Partners
INCREASED26,98424,201+2,783+12%$9.1M$9.5M+$334.5K2026-10-26
City Holding Co
INCREASED26,91823,513+3,405+14%$8.9M$9.5M+$571.1K2026-10-19
Geneva Partners, LLC
DECREASED26,75927,525-766-3%$10.4M$9.4M-$1.0M2026-10-26
CFS Investment Advisory Services, LLC
DECREASED26,73427,325-591-2%$9.8M$10.0M+$197.6K2026-10-19
Parkside Financial Bank & Trust
INCREASED26,64326,188+455+2%$9.9M$9.4M-$535.6K2026-10-27
Simon Quick Advisors, LLC
INCREASED26,62321,795+4,828+22%$8.2M$9.3M+$1.1M2026-10-26
LVW Advisors, LLC
INCREASED26,40623,287+3,119+13%$8.8M$9.3M+$476.7K2026-10-19
Boit C F David
UNCHANGED26,35026,35000%$10.0M$9.3M-$699.9K2026-10-29
Left Brain Wealth Management, LLC
INCREASED26,29825,832+466+2%$9.8M$9.2M-$522.4K2026-10-28
Portside Wealth Group, LLC
INCREASED26,24822,822+3,426+15%$8.6M$9.2M+$597.1K2026-10-20
Clifford Swan Investment Counsel LLC
DECREASED26,17926,229-500%$9.9M$9.2M-$714.2K2026-11-05
Aljian Capital Management, LLC
DECREASED26,03726,157-1200%$9.9M$9.1M-$736.9K2026-10-28
Contravisory Investment Management, Inc.
INCREASED26,01725,586+431+2%$9.7M$9.1M-$528.2K2026-10-13
Bouvel Investment Partners, LLC
DECREASED25,97126,430-459-2%$10.0M$9.1M-$863.2K2026-10-13
Sanders Morris Harris LLC
NEW25,969—+25,969——$9.1M—2026-10-14
Triad Wealth Partners, LLC
INCREASED25,95725,720+237+1%$10.1M$9.1M-$972.6K2026-10-26
Ascent Wealth Partners, LLC
INCREASED25,92225,210+712+3%$9.5M$9.1M-$419.5K2026-10-23
BCM Advisors, LLC
DECREASED25,65626,018-362-1%$9.9M$8.4M-$1.6M2026-11-03
Hourglass Capital, LLC
INCREASED25,40523,983+1,422+6%$9.1M$8.9M-$137.6K2026-10-26
RPG Investment Advisory, LLC
DECREASED25,38130,959-5,578-18%$11.7M$8.9M-$2.8M2026-10-21
Human Investing LLC
INCREASED25,27124,738+533+2%$9.3M$8.9M-$470.0K2026-10-19
Novem Group
INCREASED25,21023,978+1,232+5%$9.1M$8.9M-$204.1K2026-10-19
Alpha Family Trust
UNCHANGED25,20025,20000%$9.5M$9.5M$02026-11-04
Riggs Asset Managment Co. Inc.
INCREASED25,18724,649+538+2%$9.3M$8.8M-$465.7K2026-11-05
CRA Financial Services, LLC
INCREASED25,17225,016+156+1%$9.4M$8.8M-$609.6K2026-10-16
Mirae Asset Securities (USA) Inc.
DECREASED25,16525,239-740%$9.5M$8.8M-$696.3K2026-10-15
RWQ Financial Management Services, Inc.
DECREASED25,08029,621-4,541-15%$11.2M$8.8M-$2.4M2026-10-19
Jericho Financial, LLP
INCREASED25,07524,766+309+1%$9.4M$8.8M-$549.0K2026-10-13
True North Advisors, LLC
INCREASED25,07424,728+346+1%$9.3M$8.8M-$535.3K2026-10-22
Apollon Financial, LLC
DECREASED24,99825,170-172-1%$9.5M$8.8M-$728.8K2026-10-23
IPG Investment Advisors LLC
INCREASED24,88220,290+4,592+23%$7.7M$8.7M+$1.1M2026-10-30
Guerra PAN Advisors, LLC
DECREASED24,79724,887-900%$9.4M$8.3M-$1.1M2026-10-26
BAR Harbor Wealth Management
INCREASED24,70224,326+376+2%$9.2M$8.7M-$514.1K2026-10-21
Gibbs Wealth Management
INCREASED24,67517,429+7,246+42%$6.6M$8.7M+$2.1M2026-10-22
MCF Advisors LLC
INCREASED24,66224,335+327+1%$9.2M$8.7M-$531.3K2026-10-28
Westside Investment Management, Inc.
DECREASED24,65424,874-220-1%$9.4M$8.7M-$687.7K2026-11-02
Westhampton Capital, LLC
DECREASED24,64627,225-2,579-9%$10.3M$8.7M-$1.6M2026-10-30
N10 Assets, LLC
INCREASED24,64520,882+3,763+18%$7.9M$8.7M+$766.9K2026-10-14
Palacios Wealth Management, LLC
INCREASED24,62123,901+720+3%$9.0M$8.6M-$382.0K2026-11-04
Fischer Financial Services, Inc.
DECREASED24,58024,786-206-1%$9.4M$8.6M-$730.8K2026-10-30
Investment House LLC
INCREASED24,5049,040+15,464+171%$3.4M$8.6M+$5.2M2026-10-21
San Luis Wealth Advisors LLC
INCREASED24,47421,640+2,834+13%$8.2M$8.6M+$420.6K2026-10-27
Fragasso Financial Advisors Inc
DECREASED24,41625,706-1,290-5%$9.7M$8.8M-$883.1K2026-10-13
Blue Trust, Inc.
DECREASED24,36331,825-7,462-23%$12.0M$8.6M-$3.5M2026-10-15
Brown Miller Wealth Management, LLC
INCREASED24,30623,790+516+2%$9.0M$8.5M-$450.7K2026-11-02
RBA Wealth Management, LLC
INCREASED24,27721,025+3,252+15%$7.9M$8.5M+$583.7K2026-10-28
FCG Investment Co
INCREASED24,09222,415+1,677+7%$8.5M$8.5M-$6.4K2026-10-13
Great Lakes Retirement, Inc.
INCREASED24,05223,174+878+4%$8.8M$8.4M-$307.0K2026-10-26
Carret Asset Management, LLC
DECREASED23,85124,021-170-1%$9.1M$8.4M-$697.7K2026-11-04
Kelsey Financial, LLC
DECREASED23,78923,803-140%$9.0M$8.4M-$637.1K2026-10-28
M. Kraus & Co
DECREASED23,73423,799-650%$9.0M$8.3M-$654.9K2026-10-20
Independence Bank of Kentucky
INCREASED23,69321,226+2,467+12%$8.0M$8.3M+$302.6K2026-10-26
Chicago Trust Co NA
DECREASED23,66226,167-2,505-10%$9.9M$8.3M-$1.6M2026-10-28
Convergence Financial, LLC
DECREASED23,57047,265-23,695-50%$17.9M$8.3M-$9.6M2026-10-27
Rakuten Securities, Inc.
INCREASED23,53512,935+10,600+82%$4.9M$8.3M+$3.4M2026-11-02
Quartz Partners, LLC
INCREASED23,51323,500+13+0%$8.9M$8.3M-$619.8K2026-11-03
Hengehold Capital Management LLC
DECREASED23,51023,717-207-1%$9.0M$8.3M-$702.5K2026-10-16
PW Nova Financial Services LLC
DECREASED23,49626,122-2,626-10%$9.9M$8.3M-$1.6M2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED23,41423,527-1130%$8.9M$8.2M-$664.4K2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED23,34024,187-847-3%$9.1M$8.2M-$940.1K2026-10-13
Essex Bank
DECREASED23,31723,566-249-1%$8.9M$8.2M-$713.4K2026-10-16
Xcel Wealth Management, LLC
DECREASED23,31323,529-216-1%$8.9M$8.2M-$700.8K2026-10-26
River Street Advisors LLC
INCREASED23,15722,270+887+4%$8.4M$8.1M-$280.0K2026-10-22
Plimoth Trust Co LLC
INCREASED23,08721,047+2,040+10%$8.0M$8.1M+$157.4K2026-10-26
Franchise GP Ltd
DECREASED23,00034,980-11,980-34%$13.2M$8.1M-$5.1M2026-10-16
Beacon Financial Group
INCREASED22,99521,699+1,296+6%$8.2M$8.1M-$121.1K2026-10-19
Sun Group Wealth Partners
DECREASED22,92322,974-510%$8.7M$8.1M-$628.3K2026-10-26
VCI Wealth Management LLC
INCREASED22,91921,137+1,782+8%$8.0M$8.0M+$64.4K2026-10-29
Oarsman Capital, Inc.
DECREASED22,91325,549-2,636-10%$9.7M$8.0M-$1.6M2026-11-05
United Capital Management of KS, Inc.
DECREASED22,88423,434-550-2%$8.9M$8.0M-$815.6K2026-11-04
Financial Advisory Partners, LLC
DECREASED22,83523,629-794-3%$8.9M$8.0M-$906.4K2026-10-23
Balboa Wealth Partners
DECREASED22,81223,448-636-3%$8.9M$8.0M-$846.1K2026-10-20
Farmers & Merchants Trust Co of Long Beach
INCREASED22,65922,337+322+1%$8.4M$8.0M-$480.2K2026-10-22
DB&C Advisors, LLC
UNCHANGED22,53322,53300%$8.5M$7.9M-$598.4K2026-10-26
Bell Bank
INCREASED22,45721,939+518+2%$8.3M$7.9M-$400.8K2026-10-21
Regatta Capital Group, LLC
INCREASED22,43220,996+1,436+7%$7.9M$7.9M-$53.4K2026-10-23
Third View Private Wealth, LLC
INCREASED22,41320,987+1,426+7%$7.9M$7.9M-$56.5K2026-10-30
Greenup Street Wealth Management LLC
DECREASED22,30222,768-466-2%$8.6M$7.8M-$768.3K2026-10-28
Trust Investment Advisors
INCREASED22,24519,568+2,677+14%$7.4M$7.8M+$420.5K2026-10-20
Ashton Thomas Securities, LLC
INCREASED22,19120,630+1,561+8%$7.8M$7.8M-$10.5K2026-10-26
Darden Wealth Group Inc
INCREASED22,18921,421+768+4%$8.1M$7.8M-$299.2K2026-11-06
Pines Wealth Management, LLC
INCREASED22,12922,065+64+0%$8.3M$7.8M-$563.6K2026-10-21
Secure Asset Management, LLC
INCREASED22,02020,362+1,658+8%$7.7M$7.7M+$41.6K2026-10-19
Birinyi Associates Inc
INCREASED22,00121,507+494+2%$8.1M$7.7M-$398.0K2026-10-28
Nvwm, LLC
INCREASED21,88321,743+140+1%$8.2M$7.7M-$528.0K2026-10-14
M Holdings Securities, Inc.
INCREASED21,86620,639+1,227+6%$7.7K$7.1K-$5882026-11-03
Newman Dignan & Sheerar, Inc.
DECREASED21,82221,864-420%$8.3M$7.7M-$595.6K2026-10-21
Myriad Asset Management Advisors LLC
INCREASED21,77521,593+182+1%$8.2M$7.6M-$510.0K2026-11-03
Charles Schwab Trust Co
DECREASED21,76421,780-160%$8.2M$7.6M-$584.1K2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED21,68222,247-565-3%$8.4M$7.6M-$789.3K2026-10-27
CGN Advisors LLC
DECREASED21,59921,970-371-2%$8.3M$7.6M-$714.0K2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED21,59820,432+1,166+6%$7.7M$7.6M-$133.2K2026-10-16
Community Bank & Trust, Waco, Texas
DECREASED21,50522,230-725-3%$8.4M$7.6M-$845.0K2026-10-19
Tarbox Family Office, Inc.
UNCHANGED21,49421,49400%$8.1M$7.5M-$570.9K2026-10-23
Providence Wealth Advisors, LLC
DECREASED21,45321,639-186-1%$7.9M$7.6M-$295.7K2026-10-29
Cabot Wealth Management Inc
DECREASED21,37523,244-1,869-8%$8.8M$7.5M-$1.3M2026-11-05
Precedent Wealth Partners, LLC
DECREASED21,28821,776-488-2%$8.2M$7.5M-$749.5K2026-10-21
Sky Investment Group LLC
INCREASED21,28718,871+2,416+13%$7.1M$7.5M+$347.3K2026-10-30
Burns J W & Co Inc
INCREASED21,04719,593+1,454+7%$7.4M$7.4M-$9.7K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED21,01521,640-625-3%$8.2M$7.4M-$794.5K2026-11-04
Wilson Asset Management (International) PTY LTD
NEW21,000—+21,000——$7.4M—2026-10-26
Codex Capital Asset Management L.L.C.
UNCHANGED21,00021,00000%$7.9M$7.4M-$557.8K2026-10-30
Scissortail Wealth Management, LLC
INCREASED20,99419,909+1,085+5%$7.5M$7.4M-$148.1K2026-11-03
Trilogy Capital Inc.
INCREASED20,93818,492+2,446+13%$7.0M$7.4M+$368.0K2026-10-20
TTP Investments, Inc.
INCREASED20,83720,586+251+1%$7.8M$7.3M-$458.8K2026-10-30
Stenger Family Office, LLC
INCREASED20,62518,276+2,349+13%$6.9M$7.4M+$465.8K2026-10-22
Legacy Bridge, LLC
INCREASED20,56220,418+144+1%$7.7M$7.2M-$491.7K2026-10-28
Intrua Financial, LLC
DECREASED20,54120,748-207-1%$7.8M$7.2M-$623.6K2026-10-28
YHB Investment Advisors, Inc.
INCREASED20,53819,251+1,287+7%$7.3M$7.2M-$59.3K2026-10-08
Connecticut Wealth Management, LLC
DECREASED20,39120,734-343-2%$7.8M$7.2M-$671.2K2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED20,35624,004-3,648-15%$9.1M$7.1M-$1.9M2026-10-07
Brandywine OAK Private Wealth LLC
DECREASED20,33420,712-378-2%$7.8M$7.1M-$682.9K2026-10-23
Old Port Advisors
DECREASED20,27720,294-170%$7.7M$7.1M-$544.9K2026-10-23
Focus Financial Network, Inc.
DECREASED20,23320,920-687-3%$7.9M$7.1M-$796.7K2026-10-14
Madden Securities Corp
INCREASED20,18819,204+984+5%$7.3M$7.1M-$164.5K2026-10-27
Robbins Farley
INCREASED20,16520,133+32+0%$7.6M$7.1M-$523.5K2026-10-21
Lynch Asset Management, Inc.
INCREASED20,10019,700+400+2%$7.4M$7.1M-$382.8K2026-10-28
CWC Advisors, Llc.
DECREASED20,08620,354-268-1%$7.7M$7.1M-$634.7K2026-10-15
StoryOne LLC
INCREASED20,0566,466+13,590+210%$2.4M$7.0M+$4.6M2026-10-13
AMG National Trust Bank
DECREASED20,00520,363-358-2%$7.7M$7.0M-$666.6K2026-11-05
Magnus Financial Group LLC
INCREASED19,81519,665+150+1%$7.4M$7.0M-$469.4K2026-10-21
Key FInancial Inc
INCREASED19,79619,437+359+2%$7.3M$7.0M-$390.2K2026-11-02
Anchyra Partners LLC
INCREASED19,77518,364+1,411+8%$6.9M$6.9M+$7.8K2026-10-13
Orca Investment Management, LLC
DECREASED19,76920,132-363-2%$7.6M$6.9M-$662.2K2026-10-29
Emprise Bank
DECREASED19,71120,191-480-2%$7.6M$6.9M-$704.8K2026-10-07
Mechanics Bank Trust Department
INCREASED19,70419,493+211+1%$7.4M$6.9M-$443.6K2026-10-13
Graphene Investments SAS
INCREASED19,70016,300+3,400+21%$6.2M$6.9M+$761.1K2026-10-22
HBW Advisory Services LLC
DECREASED19,68421,012-1,328-6%$7.9M$6.9M-$1.0M2026-10-15
Hudson Capital Management LLC
DECREASED19,56219,657-950%$7.4M$6.9M-$555.6K2026-10-20
Legacy CG, LLC
DECREASED19,55420,750-1,196-6%$7.8M$6.9M-$971.1K2026-10-30
Alpha Omega Wealth Management LLC
DECREASED19,55019,740-190-1%$7.5M$6.9M-$591.0K2026-10-23
Raub Brock Capital Management LP
DECREASED19,53732,148-12,611-39%$12.1M$6.9M-$5.3M2026-10-21
Certuity, LLC
INCREASED19,42018,879+541+3%$7.1M$6.8M-$285.9K2026-11-02
DeDora Capital, Inc.
DECREASED19,38520,732-1,347-6%$7.8M$6.8M-$1.0M2026-10-26
Pinkerton Wealth, LLC
INCREASED19,36618,988+378+2%$5.9M$6.8M+$924.1K2026-10-29
Victory Financial Group, LLC
INCREASED19,27318,044+1,229+7%$6.8M$6.8M-$47.9K2026-10-27
Tobam
INCREASED19,24118,943+298+2%$7.2M$6.8M-$399.0K2026-11-03
Ring Mountain Capital, LLC
INCREASED19,15519,113+42+0%$7.2M$6.7M-$492.6K2026-10-13
Golden State Wealth Management, LLC
INCREASED19,02918,802+227+1%$7.1M$6.7M-$419.6K2026-11-02
Kingsman Wealth Management, Inc.
INCREASED18,98418,587+397+2%$7.0M$6.7M-$354.1K2026-10-13
Central Pacific Bank - Trust Division
DECREASED18,93324,174-5,241-22%$9.1M$6.6M-$2.5M2026-10-06
Sunpointe, LLC
DECREASED18,92120,472-1,551-8%$7.7M$6.6M-$1.1M2026-10-22
BXM Wealth LLC
INCREASED18,90818,708+200+1%$7.1M$6.6M-$426.6K2026-11-03
Great Diamond Partners, LLC
DECREASED18,89918,945-460%$7.2M$6.6M-$519.3K2026-10-13
Mengis Capital Management, Inc.
INCREASED18,83714,079+4,758+34%$5.3M$6.6M+$1.3M2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED18,81917,996+823+5%$6.8M$6.6M-$189.4K2026-10-14
Insight Wealth Strategies, LLC
INCREASED18,78918,394+395+2%$6.8M$6.6M-$195.1K2026-10-09
Northbridge Financial Group, LLC
INCREASED18,78718,140+647+4%$6.9M$7.1M+$207.8K2026-11-05
Clark Asset Management, LLC
INCREASED18,6804,990+13,690+274%$1.9M$6.6M+$4.7M2026-10-19
Ignite Planners, LLC
INCREASED18,63716,864+1,773+11%$6.4M$6.6M+$186.9K2026-10-14
Shoker Investment Counsel, Inc.
DECREASED18,60319,359-756-4%$7.3M$6.5M-$779.5K2026-11-04
True Freedom Investing, LLC
INCREASED18,58017,865+715+4%$5.5M$6.5M+$995.5K2026-10-29
Consolidated Capital Management, LLC
INCREASED18,51018,485+25+0%$7.0M$6.5M-$482.2K2026-10-13
Fire Capital Management LLC
INCREASED18,4938,387+10,106+121%$3.2M$6.5M+$3.3M2026-10-27
RD Finance Ltd
INCREASED18,47015,770+2,700+17%$6.0M$6.5M+$529.0K2026-10-26
Compass Financial Management LLC
DECREASED18,41518,727-312-2%$7.6M$6.5M-$1.1M2026-10-30
Karras Company, Inc.
DECREASED18,40918,851-442-2%$7.1M$6.5M-$656.0K2026-10-16
Strengthening Families & Communities, LLC
INCREASED18,40717,527+880+5%$6.6M$6.5M-$156.5K2026-10-21
Kathmere Capital Management, LLC
INCREASED18,39318,143+250+1%$6.9M$6.5M-$394.0K2026-10-20
Formidable Asset Management, LLC
DECREASED18,38018,760-380-2%$5.8M$6.9M+$1.1M2026-11-03
Prudent Man Advisors, LLC
DECREASED18,35218,843-491-3%$7.1M$6.4M-$672.9K2026-11-03
Baker Chad R
INCREASED18,34012,570+5,770+46%$4.7M$6.4M+$1.7M2026-10-22
AA Financial Advisors, LLC
INCREASED18,33417,415+919+5%$6.6M$6.4M-$139.8K2026-10-19
Abound Wealth Management
DECREASED18,32220,872-2,550-12%$7.9M$6.4M-$1.4M2026-10-26
Ethos Capital Management, Inc.
INCREASED18,30016,763+1,537+9%$6.3M$6.4M+$94.6K2026-11-03
State of Wyoming
INCREASED18,28410,253+8,031+78%$3.9M$6.4M+$2.5M2026-10-28
Csenge Advisory Group
INCREASED18,28317,953+330+2%$6.8M$6.4M-$360.7K2026-11-04
Colton Groome Financial Advisors, LLC
INCREASED18,24015,458+2,782+18%$5.8M$6.4M+$566.4K2026-10-06
Maia Wealth LLC
INCREASED18,20515,104+3,101+21%$5.7M$6.4M+$687.8K2026-10-19
ICW Investment Advisors LLC
DECREASED18,18618,539-353-2%$7.0M$6.4M-$616.2K2026-10-27
Clear Harbor Asset Management, LLC
INCREASED18,1578,741+9,416+108%$3.3M$6.4M+$3.1M2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW18,129—+18,129——$6.2M—2026-10-15
Wealth Intelligence, LLC
INCREASED18,09018,009+81+0%$6.8M$6.4M-$449.9K2026-10-16
Wealth Alliance Advisory Group, LLC
INCREASED18,05016,355+1,695+10%$6.2M$6.3M+$161.0K2026-10-14
Maytree Asset Management Ltd
INCREASED18,0462,368+15,678+662%$894.5K$6.3M+$5.4M2026-10-29
Cornerstone Planning, LLC
INCREASED18,03517,964+71+0%$6.8M$6.7M-$95.6K2026-10-27
First International Bank of Israel Ltd.
DECREASED18,02818,051-230%$6.8M$6.3M-$487.5K2026-11-04
Childress Capital Advisors, LLC
INCREASED18,01517,497+518+3%$6.6M$6.3M-$283.0K2026-10-28
Finivi Inc.
INCREASED17,99817,845+153+1%$6.7M$6.3M-$420.3K2026-10-13
Oakworth Capital, Inc.
INCREASED17,99117,861+130+1%$6.7M$6.3M-$374.3K2026-10-26
Sitrin Capital Management LLC
DECREASED17,98918,232-243-1%$6.9M$6.3M-$569.6K2026-10-19
Sigma Investment Counselors Inc
INCREASED17,98016,653+1,327+8%$6.3M$6.3M+$23.8K2026-10-27
MTM Investment Management, LLC
DECREASED17,98018,201-221-1%$6.9M$6.3M-$560.8K2026-10-30
Peoples Financial Services Corp.
DECREASED17,97018,394-424-2%$6.9M$6.3M-$637.5K2026-10-20
Iowa State Bank
INCREASED17,88417,733+151+1%$6.7M$6.3M-$418.0K2026-10-06
Provenance Wealth Advisors, LLC
INCREASED17,8412,310+15,531+672%$872.6K$6.3M+$5.4M2026-10-30
Brady Martz Wealth Solutions, LLC
DECREASED17,75620,522-2,766-13%$7.8M$6.2M-$1.5M2026-11-05
Somerset Trust Co
DECREASED17,72018,031-311-2%$6.8M$6.2M-$588.1K2026-10-13
PUREfi Wealth, LLC
INCREASED17,71812,433+5,285+43%$4.7M$6.2M+$1.5M2026-10-19
Howard Financial Services, Ltd.
INCREASED17,70816,772+936+6%$6.3M$6.2M-$116.9K2026-10-15
Burr Financial Services, LLC
DECREASED17,66642,185-24,519-58%$15.9M$6.2M-$9.7M2026-10-08
Paragon Private Wealth Management, LLC
DECREASED17,65520,711-3,056-15%$7.8M$6.2M-$1.6M2026-10-20
Moss Adams Wealth Advisors LLC
DECREASED17,65020,406-2,756-14%$7.7M$6.2M-$1.5M2026-10-28
Aurora Investment Managers, Llc.
DECREASED17,65017,749-99-1%$6.7M$6.2M-$507.0K2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED17,58616,967+619+4%$6.4M$6.2M-$233.3K2026-10-23
Trek Financial, LLC
INCREASED17,56013,220+4,340+33%$5.0M$6.2M+$1.2M2026-10-29
Fiduciary Alliance LLC
DECREASED17,54720,515-2,968-14%$7.7M$6.2M-$1.6M2026-10-13
Clearwave Capital, LLC
INCREASED17,48616,710+776+5%$6.3M$6.1M-$171.1K2026-10-27
Weatherly Asset Management L. P.
INCREASED17,41516,535+880+5%$6.2M$6.1M-$130.1K2026-10-20
Violich Capital Management, Inc.
INCREASED17,39017,280+110+1%$6.5M$6.1M-$420.3K2026-10-05
Fiduciary Family Office, LLC
INCREASED17,35015,822+1,528+10%$6.0M$6.1M+$116.0K2026-11-04
Fairvoy Private Wealth, LLC
DECREASED17,34417,484-140-1%$6.6M$6.1M-$513.6K2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED17,2966,394+10,902+171%$2.4M$6.1M+$3.7M2026-11-02
Elevatus Welath Management
INCREASED17,21012,888+4,322+34%$4.9M$6.0M+$1.2M2026-10-19
Jacobi Capital Management LLC
INCREASED17,16816,088+1,080+7%$6.1M$6.0M-$47.8K2026-11-05
Strong Tower Advisory Services
DECREASED17,07417,335-261-2%$6.5M$6.0M-$552.1K2026-10-13
Interchange Capital Partners, LLC
INCREASED17,06615,861+1,205+8%$6.0M$6.0M+$11.2K2026-10-28
Joseph Group Capital Management
INCREASED17,02413,342+3,682+28%$5.0M$6.0M+$938.7K2026-11-04
Mitchell & Pahl Private Wealth, LLC
DECREASED16,98617,114-128-1%$6.5M$6.0M-$499.5K2026-10-14
Family Capital Trust Co
DECREASED16,97417,000-260%$6.4M$6.0M-$460.7K2026-10-22
Wealth Architects, LLC
DECREASED16,94717,172-225-1%$6.5M$6.0M-$535.1K2026-11-03
Wormser Freres Gestion
INCREASED16,91516,306+609+4%$6.1M$6.0M-$66.8K2026-10-21
TMB Capital Partners, LLC
DECREASED16,91517,364-449-3%$6.6M$5.9M-$618.9K2026-10-20
NBT Bank, N.A.
INCREASED16,87716,004+873+5%$6.0M$5.9M-$118.5K2026-10-21
Curated Wealth Partners LLC
INCREASED16,8599,256+7,603+82%$3.5M$5.9M+$2.4M2026-10-15
BKM Wealth Management, LLC
DECREASED16,76719,317-2,550-13%$7.3M$5.9M-$1.4M2026-10-22
Diversified Enterprises, LLC
INCREASED16,73314,325+2,408+17%$5.4M$5.9M+$465.2K2026-10-19
Mcdonald Partners LLC
INCREASED16,66016,339+321+2%$6.2M$5.9M-$321.2K2026-11-03
Oliver Luxxe Assets LLC
DECREASED16,55516,829-274-2%$6.4M$5.8M-$543.2K2026-10-14
Regent Peak Wealth Advisors LLC
INCREASED16,54816,174+374+2%$6.1M$5.8M-$298.0K2026-10-13
Advisor OS, LLC
DECREASED16,52521,361-4,836-23%$8.1M$5.8M-$2.3M2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
DECREASED16,51317,228-715-4%$6.5M$5.8M-$708.7K2026-10-15
Montecito Bank & Trust
DECREASED16,43616,520-84-1%$6.2M$5.8M-$468.3K2026-10-01
Snider Financial Group
INCREASED16,41415,103+1,311+9%$5.7M$5.8M+$59.4K2026-10-16
J.Safra Asset Management Corp
DECREASED16,38017,624-1,244-7%$6.7M$5.8M-$905.0K2026-11-03
Legacy Wealth Asset Management, LLC
DECREASED16,37216,625-253-2%$6.3M$5.7M-$530.4K2026-10-09
Joel Isaacson & Co., LLC
INCREASED16,36215,202+1,160+8%$5.7M$5.7M+$3.5K2026-11-05
Eagle Bluffs Wealth Management LLC
INCREASED16,36116,244+117+1%$6.1M$5.7M-$390.4K2026-10-20
Strategic Blueprint, LLC
INCREASED16,31115,288+1,023+7%$5.8M$5.7M-$46.7K2026-10-22
Canoe Financial LP
NEW16,300—+16,300——$5.6M—2026-10-21
Davidson Capital Management Inc.
INCREASED16,28115,883+398+3%$6.0M$5.7M-$282.1K2026-10-15
Central Bank & Trust Co
INCREASED16,26114,575+1,686+12%$5.5M$5.7M+$205.0K2026-10-09
Fjell Capital, LLC
INCREASED16,25115,465+786+5%$5.8M$5.7M-$134.5K2026-10-13
Mendel Money Management
INCREASED16,24915,244+1,005+7%$5.8M$5.7M-$51.9K2026-11-02
KRS Capital Management, LLC
INCREASED16,23016,223+7+0%$6.1M$5.7M-$428.4K2026-10-16
Canton Hathaway, LLC
INCREASED16,21015,210+1,000+7%$5.7M$5.7M-$52.8K2026-10-23
Valley Brook Capital Group, Inc.
INCREASED16,16816,103+65+0%$6.1M$5.7M-$404.8K2026-10-26
Grant Private Wealth Management Inc
DECREASED16,15332,029-15,876-50%$12.1M$5.7M-$6.4M2026-10-19
Almanack Investment Partners, Llc.
INCREASED16,14115,774+367+2%$6.0M$5.7M-$290.1K2026-11-03
Kepler Cheuvreux (Suisse) SA
DECREASED16,11168,461-52,350-76%$25.8M$5.7M-$20.2M2026-10-20
Courier Capital LLC
INCREASED16,10011,824+4,276+36%$4.5M$5.7M+$1.2M2026-10-19
Realta Investment Advisors
INCREASED16,03715,875+162+1%$6.0M$5.6M-$364.5K2026-10-14
Noesis Capital Mangement Corp
INCREASED15,96415,759+205+1%$6.0M$5.6M-$346.6K2026-10-26
Archer Investment Corp
INCREASED15,95015,844+106+1%$6.0M$5.6M-$383.7K2026-11-05
Orca Wealth Management, LLC
INCREASED15,94315,925+18+0%$6.0M$5.6M-$416.6K2026-10-14
Patten & Patten Inc
DECREASED15,92216,115-193-1%$6.1M$5.6M-$495.8K2026-10-26
StoneRidge PMG Advisors, LLC
NEW15,906—+15,906——$5.6M—2026-11-04
Robocap Asset Management Ltd
DECREASED15,89816,019-121-1%$6.1M$5.6M-$468.0K2026-11-02
Spinnaker Investment Group, LLC
INCREASED15,88415,585+299+2%$5.9M$5.6M-$308.9K2026-10-13
Tennessee Valley Asset Management Partners
INCREASED15,85415,554+300+2%$5.9M$5.6M-$308.0K2026-11-03
Ameliora Wealth Management Ltd.
DECREASED15,85216,533-681-4%$6.2M$5.6M-$678.3K2026-10-23
Jcic Asset Management Inc.
INCREASED15,84595+15,750+16579%$29.4K$5.6M+$5.5M2026-10-30
AdvisorNet Financial, Inc
INCREASED15,81214,498+1,314+9%$5.5M$5.5M-$1.5K2026-10-15
Sawyer & Company, Inc
INCREASED15,8018,361+7,440+89%$3.2M$5.5M+$2.4M2026-10-21
Triangle Securities Wealth Management
DECREASED15,79415,889-95-1%$6.0M$5.5M-$455.4K2026-10-14
Elm3 Financial Group, LLC
DECREASED15,67316,418-745-5%$6.2M$5.5M-$697.8K2026-10-07
Delta Financial Advisors LLC
INCREASED15,67015,558+112+1%$5.9M$5.5M-$374.0K2026-10-27
Ayrshire Capital Management LLC
DECREASED15,61817,542-1,924-11%$6.6M$5.5M-$1.1M2026-10-20
Brown Shipley& Co Ltd
INCREASED15,61111,068+4,543+41%$4.2M$5.5M+$1.3M2026-10-09
Grove Bank & Trust
INCREASED15,56215,320+242+2%$5.8M$5.5M-$321.9K2026-10-08
Stillwater Wealth Management Group
DECREASED15,51215,912-400-3%$6.0M$5.4M-$563.4K2026-10-21
Northern Financial Advisors Inc
UNCHANGED15,46815,46800%$5.8M$5.4M-$410.8K2026-10-29
Integrity Investment Advisors, LLC
INCREASED15,45313,170+2,283+17%$5.0M$5.4M+$451.9K2026-11-03
Thrive Capital Management, LLC
INCREASED15,45112,451+3,000+24%$4.7M$5.4M+$722.8K2026-10-28
Wiregrass Investment Management LLC
DECREASED15,41215,872-460-3%$6.0M$5.4M-$583.0K2026-11-05
Parisi Gray Wealth Management
INCREASED15,38815,038+350+2%$5.7M$5.4M-$276.8K2026-10-16
Cane Capital Partners, LLC
INCREASED15,34614,949+397+3%$5.6M$5.4M-$257.6K2026-10-23
Physicians Financial Services, Inc.
DECREASED15,33215,435-103-1%$5.8M$5.4M-$447.0K2026-11-04
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED15,33015,124+206+1%$5.7M$5.4M-$329.4K2026-10-21
Sage Capital Advisors,llc
INCREASED15,30315,099+204+1%$5.7M$5.4M-$329.6K2026-10-13
Eagle Harbor Asset Management Inc
INCREASED15,29615,116+180+1%$5.7M$5.4M-$338.3K2026-10-21
SevenBridge Financial Group, LLC
DECREASED15,22415,529-305-2%$6.6M$5.1M-$1.6M2026-10-26
Colonial River Investments, LLC
INCREASED15,21815,141+77+1%$5.7M$5.3M-$375.0K2026-10-19
Leisure Capital Management
DECREASED15,20516,745-1,540-9%$6.3M$5.3M-$985.6K2026-11-03
Valley National Advisers Inc
DECREASED15,17516,014-839-5%$6.0M$5.3M-$719.9K2026-10-23
Dudley Capital Management, LLC
DECREASED15,16915,487-318-2%$5.9M$5.3M-$523.0K2026-10-23
Lighthouse Financial Services Inc
INCREASED15,08714,999+88+1%$5.5M$5.3M-$241.5K2026-11-02
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED15,00015,00000%$5.7M$5.3M-$398.4K2026-10-29
FSM Wealth Advisors, LLC
INCREASED14,98814,749+239+2%$5.6M$5.4M-$173.6K2026-10-27
Goodman Advisory Group, LLC
DECREASED14,94621,732-6,786-31%$8.2M$5.2M-$3.0M2026-11-02
Beverly Hills Private Wealth, LLC
INCREASED14,93313,524+1,409+10%$5.1M$5.2M+$135.7K2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED14,93315,086-153-1%$5.7M$5.2M-$454.3K2026-10-20
Founders Financial Securities LLC
DECREASED14,91215,004-92-1%$5.7M$5.2M-$430.7K2026-10-28
Heritage Wealth Management, Inc.
DECREASED14,90114,934-330%$5.6M$5.2M-$408.2K2026-10-27
MBL Wealth, LLC
DECREASED14,87414,913-390%$5.6M$5.2M-$409.8K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED14,83814,212+626+4%$5.4M$5.2M-$158.0K2026-10-14
Klingman & Associates, LLC
INCREASED14,76814,435+333+2%$5.5M$5.2M-$266.4K2026-10-20
Leelyn Smith, LLC
DECREASED14,72414,727-30%$5.6M$5.2M-$392.2K2026-11-03
Matthew Goff Investment Advisor, LLC
UNCHANGED14,65414,65400%$5.5M$5.1M-$389.2K2026-10-13
Foresight Capital Management Advisors, Inc.
INCREASED14,64714,604+43+0%$5.5M$5.1M-$372.7K2026-10-27
Hanson & Doremus Investment Management
DECREASED14,61715,369-752-5%$5.8M$5.1M-$672.0K2026-10-16
Freedom Day Solutions, LLC
INCREASED14,59614,147+449+3%$5.3M$5.1M-$218.2K2026-10-20
McAdam, LLC
INCREASED14,59214,393+199+1%$5.4M$5.1M-$312.3K2026-10-21
Plancorp, LLC
INCREASED14,57512,747+1,828+14%$4.9M$4.8M-$142.8K2026-11-03
Lincoln Capital Corp
DECREASED14,56414,656-92-1%$5.5M$5.1M-$421.8K2026-10-13
Clear Wave Wealth Management LLC
INCREASED14,56212,193+2,369+19%$4.6M$5.1M+$508.2K2026-11-04
Premier Fund Managers Ltd
DECREASED14,54925,418-10,869-43%$9.5K$5.2K-$4.3K2026-11-02
Lewis Asset Management, LLC
INCREASED14,53414,242+292+2%$5.4M$5.1M-$275.5K2026-10-14
Eley Financial Management, Inc
DECREASED14,49614,530-340%$5.5M$5.1M-$397.9K2026-11-03
Plan Group Financial, LLC
INCREASED14,39412,785+1,609+13%$4.8M$4.8M-$16.5K2026-10-22
CrossGen Wealth, LLC
DECREASED14,38714,442-550%$5.5M$5.1M-$402.7K2026-10-30
Leeward Financial Partners, LLC
DECREASED14,36714,404-370%$5.4M$5.0M-$395.5K2026-10-23
Castle Rock Wealth Management, LLC
DECREASED14,35718,293-3,936-22%$6.8M$5.4M-$1.4M2026-10-09
Sound Income Strategies, LLC
INCREASED14,28913,457+832+6%$5.1M$5.1M+$62.6K2026-10-09
MSH Capital Advisors LLC
INCREASED14,2247,486+6,738+90%$2.8M$4.9M+$2.1M2026-11-03
Hudson Canyon Capital Management
DECREASED14,19815,129-931-6%$5.7M$5.0M-$728.8K2026-11-04
Lynx Capital Group LTD
DECREASED14,19114,293-102-1%$5.4M$5.0M-$415.8K2026-11-04
Vertrix Wealth Management, LLC
INCREASED14,17914,111+68+0%$5.3M$5.0M-$351.1K2026-10-13
Garton & Associates Financial Advisors LLC
DECREASED14,16814,535-367-3%$5.5M$5.0M-$514.9K2026-10-30
RFG - Bristol Wealth Advisors, LLC
INCREASED14,14514,116+29+0%$5.3M$5.0M-$365.0K2026-10-09
Oslo Pensjonsforsikring AS
INCREASED14,12113,746+375+3%$5.2M$5.0M-$233.4K2026-10-15
Miramontes Capital, LLC
DECREASED14,07714,231-154-1%$5.4M$4.9M-$432.2K2026-10-19
Redhawk Wealth Advisors, Inc.
DECREASED14,07614,163-87-1%$5.4M$4.9M-$406.7K2026-10-14
Income Insurance Ltd
INCREASED14,06213,982+80+1%$5.3M$4.9M-$343.3K2026-10-21
Fortitude Advisory Group L.L.C.
INCREASED14,04813,682+366+3%$5.2M$4.9M-$234.5K2026-10-15
West Wealth Group, LLC
INCREASED13,92713,021+906+7%$4.9M$4.9M-$27.6K2026-10-14
Altman Advisors, Inc.
INCREASED13,85313,743+110+1%$5.2M$4.9M-$326.3K2026-11-05
NWF Advisory Services Inc.
INCREASED13,79512,593+1,202+10%$4.8M$4.8M+$87.6K2026-10-19
SmartHarvest Portfolios, LLC
DECREASED13,78716,959-3,172-19%$6.4M$4.8M-$1.6M2026-10-26
CV Advisors LLC
INCREASED13,77212,054+1,718+14%$4.6M$4.8M+$283.2K2026-10-13
Groesbeck Investment Management Corp
DECREASED13,73114,459-728-5%$5.5M$4.8M-$640.0K2026-10-26
Mirador Capital Partners LP
INCREASED13,66513,510+155+1%$5.1M$4.8M-$304.7K2026-10-09
Chapin Davis, Inc.
INCREASED13,64413,614+30+0%$5.1M$4.8M-$351.0K2026-10-09
Wolff Wiese Magana LLC
INCREASED13,60613,324+282+2%$5.0M$4.8M-$254.7K2026-10-15
Blue Line Capital, LLC / IL
INCREASED13,57113,568+3+0%$5.1M$4.8M-$359.3K2026-11-04
Strong Retirement Solutions LLC
INCREASED13,49213,012+480+4%$4.9M$4.7M-$177.0K2026-10-07
Vann Equity Management LLC
INCREASED13,46613,451+15+0%$5.1M$4.7M-$352.1K2026-10-08
Anderson Hoagland & Co
DECREASED13,43714,503-1,066-7%$5.5M$4.3M-$1.1M2026-10-23
Cypress Wealth Services, LLC
INCREASED13,39012,989+401+3%$4.9M$5.0M+$125.3K2026-10-21
Johnson & White Wealth Management, LLC
INCREASED13,38313,374+9+0%$5.1M$4.7M-$352.2K2026-11-03
HMS Capital Management, LLC
DECREASED13,37413,537-163-1%$5.1M$4.7M-$416.9K2026-10-20
BIP Wealth, LLC
INCREASED13,35412,642+712+6%$4.8M$4.7M-$85.8K2026-10-22
Point Windward Advisors Inc.
DECREASED13,33513,949-614-4%$5.3M$4.7M-$586.1K2026-11-06
Cromwell Holdings LLC
DECREASED13,32514,020-695-5%$5.3M$4.7M-$616.4K2026-10-28
Prosperitas Financial LLC
INCREASED13,3123,562+9,750+274%$1.3M$4.7M+$3.3M2026-10-28
Wealth Effects LLC
INCREASED13,29313,149+144+1%$5.0M$4.7M-$298.7K2026-10-23
Boomfish Wealth Group, LLC
INCREASED13,28511,468+1,817+16%$4.3M$4.7M+$333.6K2026-10-22
Abundance Wealth Counselors
DECREASED13,28413,918-634-5%$5.3M$4.7M-$592.3K2026-10-26
Jeppson Wealth Management, LLC
INCREASED13,24612,825+421+3%$4.8M$4.7M-$192.9K2026-10-20
Cullinan Associates Inc
INCREASED13,17211,976+1,196+10%$4.5M$4.6M+$102.0K2026-11-03
Mindset Wealth Management, LLC
INCREASED13,15612,425+731+6%$4.7M$4.6M-$73.1K2026-10-19
Millennium Capital Advisors, LLC
DECREASED13,13813,256-118-1%$5.0M$4.6M-$393.7K2026-10-16
Quadcap Wealth Management, LLC
DECREASED13,08414,125-1,041-7%$5.3M$4.6M-$766.8K2026-11-02
Axxion S.A.
INCREASED13,00511,770+1,235+10%$4.4M$4.6M+$121.1K2026-10-22
Consilium Wealth Advisory, LLC
INCREASED12,96712,713+254+2%$4.8M$4.6M-$248.5K2026-10-14
SLT Holdings LLC
INCREASED12,96512,644+321+3%$4.8M$4.6M-$223.3K2026-10-15
RAM Investment Partners, LLC
INCREASED12,9268,620+4,306+50%$3.3M$4.5M+$1.3M2026-10-21
Alpine Bank Wealth Management
DECREASED12,85114,212-1,361-10%$5.4M$4.5M-$855.4K2026-10-16
Phoenix Wealth Advisors
DECREASED12,84212,987-145-1%$4.9M$4.5M-$395.8K2026-11-03
Turn8 Private Wealth Inc.
NEW12,804—+12,804——$4.5M—2026-11-05
LCM Capital Management Inc
INCREASED12,80012,618+182+1%$4.8M$4.5M-$271.1K2026-10-20
Retirement Planning Co of New England, Inc.
DECREASED12,79813,500-702-5%$5.1M$4.5M-$605.0K2026-10-15
XML Financial, LLC
DECREASED12,79612,809-130%$4.8M$4.5M-$344.8K2026-10-29
Ted Buchan & Co
DECREASED12,78513,113-328-2%$5.0M$4.5M-$463.1K2026-10-23
Syntegra Private Wealth Group, LLC
INCREASED12,75412,294+460+4%$4.6M$4.5M-$164.9K2026-10-13
Balefire, LLC
DECREASED12,70413,041-337-3%$4.9M$4.5M-$464.7K2026-10-09
Revolve Wealth Partners, LLC
DECREASED12,64413,415-771-6%$5.1M$4.4M-$627.1K2026-10-23
Woodard & Co Asset Management Group Inc
DECREASED12,61316,978-4,365-26%$6.4M$4.4M-$2.0M2026-11-03
High Note Wealth, LLC
INCREASED12,57612,395+181+1%$4.7M$4.4M-$265.6K2026-10-27
Garner Asset Management Corp
DECREASED12,56413,567-1,003-7%$5.1M$4.1M-$989.3K2026-10-30
Wealth Science Advisors LLC
DECREASED12,56014,871-2,311-16%$5.6M$4.4M-$1.2M2026-10-09
Amplius Wealth Advisors, LLC
INCREASED12,55211,732+820+7%$4.4M$4.4M-$23.7K2026-10-20
Meadow Creek Wealth Advisors LLC
DECREASED12,53713,218-681-5%$5.0M$4.4M-$590.2K2026-11-02
QTR Family Wealth, LLC
INCREASED12,52512,352+173+1%$4.7M$4.4M-$267.3K2026-11-02
First Interstate Bank
INCREASED12,50710,266+2,241+22%$3.9M$4.4M+$514.4K2026-10-23
Probity Advisors, Inc.
INCREASED12,49712,155+342+3%$4.6M$4.4M-$202.7K2026-10-23
Golden Reserve Retirement LLC
INCREASED12,4938,250+4,243+51%$3.1M$4.4M+$1.3M2026-11-02
Piar LLC
DECREASED12,44513,150-705-5%$5.0M$4.4M-$596.9K2026-10-21
Obsidian CIO, LLC
INCREASED12,42812,172+256+2%$4.6M$4.4M-$233.6K2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED12,40912,366+43+0%$4.7M$4.4M-$313.3K2026-10-09
Deseret Mutual Benefit Administrators
DECREASED12,37314,753-2,380-16%$5.6M$4.3M-$1.2M2026-11-04
Altus Wealth Group LLC
DECREASED12,35712,759-402-3%$4.8M$4.3M-$480.1K2026-10-20
Nikulski Financial, Inc.
DECREASED12,33912,730-391-3%$4.8M$4.3M-$475.4K2026-11-06
Forum Financial Management, LP
INCREASED12,33812,093+245+2%$4.6M$4.3M-$234.8K2026-10-16
Able Financial Group, LLC
INCREASED12,31611,031+1,285+12%$4.2M$4.3M+$158.3K2026-10-14
Defined Wealth Management, LLC
INCREASED12,27312,250+23+0%$4.6M$4.3M-$317.3K2026-10-19
Tred Avon Family Wealth, LLC
DECREASED12,26512,295-300%$4.6M$4.3M-$337.1K2026-10-20
First County Bank
INCREASED12,24111,657+584+5%$4.4M$4.3M-$104.5K2026-10-13
SYM Financial Corp
INCREASED12,22412,051+173+1%$4.6M$4.3M-$259.4K2026-10-26
Asset Advisors Investment Management, LLC
NEW12,220—+12,220——$4.3M—2026-10-19
SP Asset Management LLC
DECREASED12,22012,230-100%$4.6M$4.3M-$328.4K2026-11-05
Clear Creek Financial Management, LLC
INCREASED12,13711,877+260+2%$4.5M$4.3M-$224.1K2026-10-28
Guyasuta Investment Advisors Inc
DECREASED12,12913,660-1,531-11%$5.2M$4.3M-$900.5K2026-10-15
Summit Wealth Group LLC / Co
INCREASED12,1225,071+7,051+139%$1.9M$4.3M+$2.3M2026-10-29
Stiles Financial Services Inc
INCREASED12,11012,108+2+0%$4.6M$4.3M-$320.8K2026-10-30
Onyx Bridge Wealth Group LLC
INCREASED12,10411,993+111+1%$4.5M$4.3M-$279.5K2026-10-16
New England Research & Management, Inc.
INCREASED12,05611,176+880+8%$4.2M$4.2M+$12.2K2026-10-16
Studio Investment Management LLC
DECREASED12,05512,294-239-2%$4.6M$4.2M-$410.5K2026-10-22
Waterfront Wealth Inc.
INCREASED12,04610,119+1,927+19%$4.0M$4.0M-$9.3K2026-11-03
Virtue Capital Management, LLC
INCREASED11,99611,730+266+2%$4.4M$4.2M-$218.7K2026-10-29
Murphy & Mullick Capital Management Corp
INCREASED11,98311,905+78+1%$4.5M$4.2M-$288.9K2026-11-02
Cerro Pacific Wealth Advisors LLC
DECREASED11,97913,364-1,385-10%$5.0M$4.2M-$841.4K2026-10-22
Strategic Advisors LLC
DECREASED11,92013,022-1,102-8%$4.9M$4.2M-$732.9K2026-10-13
Blueprint Investment Partners LLC
DECREASED11,90613,675-1,769-13%$5.2M$4.2M-$984.7K2026-10-28
Aspetuck Financial Management LLC
DECREASED11,90112,576-675-5%$4.8M$4.2M-$571.1K2026-11-04
EPG Wealth Management LLC
INCREASED11,88610,957+929+8%$4.1M$4.2M+$35.2K2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED11,88511,740+145+1%$3.4M$3.0M-$445.8K2026-11-04
Arsenal Capital Advisors LLC
INCREASED11,85311,743+110+1%$4.4M$4.2M-$273.4K2026-11-02
Canopy Partners, LLC
INCREASED11,83311,650+183+2%$4.4M$4.2M-$245.2K2026-10-28
Schaper Benz & Wise Investment Counsel Inc
INCREASED11,79010,985+805+7%$4.1M$4.1M-$9.1K2026-10-09
Abel Hall, LLC
DECREASED11,77513,241-1,466-11%$5.0M$4.1M-$866.5K2026-10-19
E&G Advisors, LLC
DECREASED11,75812,023-265-2%$4.5M$4.1M-$412.4K2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED11,72211,72200%$4.4M$4.1M-$311.3K2026-10-26
Beaumont Financial Advisors, LLC
INCREASED11,69811,663+35+0%$4.4M$4.1M-$297.2K2026-10-22
Financial Management Network Inc
INCREASED11,6625,116+6,546+128%$1.9M$4.1M+$2.2M2026-10-09
Markowski Investments
DECREASED11,55412,425-871-7%$4.7M$4.1M-$635.9K2026-10-30
Advocate Group LLC
DECREASED11,51517,649-6,134-35%$6.7M$4.0M-$2.6M2026-10-19
Rainier Family Wealth Inc
DECREASED11,43412,784-1,350-11%$4.8M$4.0M-$813.6K2026-11-02
Aviso Wealth Management
DECREASED11,41511,760-345-3%$4.4M$4.0M-$433.4K2026-11-04
Taylor & Morgan Wealth Management, LLC
DECREASED11,41511,578-163-1%$4.4M$4.0M-$364.5K2026-10-09
Hilltop National Bank
DECREASED11,37612,375-999-8%$4.7M$4.0M-$679.5K2026-10-14
StoneCrest Wealth Management, Inc.
INCREASED11,37611,333+43+0%$4.3M$4.0M-$285.9K2026-11-03
Center for Financial Planning, Inc.
INCREASED11,3329,980+1,352+14%$3.8M$4.0M+$209.7K2026-10-26
Coronation Fund Managers Ltd.
NEW11,295—+11,295——$4.0M—2026-10-27
Brian LOW Financial Group, LLC
INCREASED11,26910,905+364+3%$4.1M$4.0M-$161.8K2026-10-28
Eagle Wealth Advisors LLC
INCREASED11,26411,217+47+0%$4.2M$4.0M-$281.4K2026-10-20
Canvas Wealth Advisors, LLC
INCREASED11,24710,218+1,029+10%$3.9M$3.9M+$20.4K2026-11-02
Lederer & Associates Investment Counsel
DECREASED11,16711,264-97-1%$4.3M$3.9M-$333.0K2026-10-23
Marks Group Wealth Management, Inc
INCREASED11,1079,772+1,335+14%$3.7M$3.9M+$209.3K2026-11-05
Worth Financial Advisory Group, LLC
INCREASED11,07410,725+349+3%$4.1M$3.9M-$162.2K2026-10-19
Schorn Wealth LLC
DECREASED11,07211,166-94-1%$4.2M$3.9M-$329.6K2026-10-14
Hartline Investment Corp/
INCREASED11,0598,747+2,312+26%$3.3M$3.9M+$579.6K2026-10-29
Essential Investment Partners LLC
INCREASED11,0137,681+3,332+43%$2.9M$3.9M+$966.2K2026-10-27
Prosperity Financial Group, Inc.
INCREASED10,9829,599+1,383+14%$3.6M$3.9M+$230.7K2026-10-29
First Affirmative Financial Network
NEW10,898—+10,898——$3.8M—2026-10-21
TCI Wealth Advisors, Inc.
INCREASED10,8936,108+4,785+78%$2.3M$3.8M+$1.5M2026-10-30
Oak Thistle LLC
NEW10,884—+10,884——$3.8M—2026-10-21
Collaborative Fund Advisors, LLC
INCREASED10,8466,444+4,402+68%$2.4M$3.8M+$1.4M2026-11-02
Peddock Capital Advisors, LLC
INCREASED10,77310,759+14+0%$4.1M$3.8M-$280.8K2026-10-16
Bastion Asset Management Inc.
DECREASED10,74025,487-14,747-58%$9.3M$3.6M-$5.7M2026-11-05
First Bank & Trust
INCREASED10,71410,503+211+2%$4.0M$3.8M-$204.9K2026-10-19
Trinity Financial Advisors LLC
DECREASED10,71110,769-58-1%$4.1M$3.8M-$306.6K2026-10-09
Rockland Trust Co
INCREASED10,7089,535+1,173+12%$3.6M$3.8M+$158.7K2026-10-05
Tompkins Financial Corp
INCREASED10,69010,401+289+3%$3.9M$3.8M-$174.8K2026-10-05
Olistico Wealth, LLC
DECREASED10,68011,198-518-5%$4.2M$3.8M-$479.3K2026-10-05
Bingham Private Wealth, LLC
DECREASED10,65410,836-182-2%$4.1M$3.7M-$351.7K2026-11-05
Legacy Advisors, LLC
INCREASED10,62210,299+323+3%$3.9M$3.7M-$160.1K2026-10-19
Mirabaud & Cie SA
INCREASED10,61210,252+360+4%$3.9M$3.7M-$145.9K2026-10-27
Lee Financial Co
INCREASED10,61010,286+324+3%$3.9M$3.7M-$159.4K2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED10,60511,568-963-8%$4.4M$3.7M-$645.8K2026-11-03
Doliver Advisors, LP
INCREASED10,60210,071+531+5%$3.8M$3.7M-$81.1K2026-10-01
Kenora Financial, LLC
DECREASED10,55611,791-1,235-10%$4.5M$3.7M-$746.9K2026-10-20
Todd Wealth Management, LLC
DECREASED10,55310,607-54-1%$4.0M$3.7M-$300.6K2026-10-19
Richard P Slaughter Associates Inc
INCREASED10,54610,485+61+1%$4.0M$3.7M-$257.2K2026-10-13
Atticus Wealth Management, LLC
INCREASED10,5309,085+1,445+16%$3.4M$3.7M+$266.1K2026-10-20
Riverbend Wealth Management, LLC
INCREASED10,50710,504+3+0%$4.0M$3.7M-$277.8K2026-10-15
Gradient Capital Advisors, LLC
DECREASED10,46010,801-341-3%$4.1M$3.7M-$406.6K2026-10-21
Allegheny Financial Group
DECREASED10,45710,519-62-1%$4.0M$3.7M-$301.3K2026-11-05
Crumly & Associates Inc.
INCREASED10,45110,347+104+1%$3.9M$3.7M-$238.3K2026-10-07
Beaumont Asset Management, L.L.C.
INCREASED10,4289,908+520+5%$3.7M$3.7M-$80.5K2026-10-16
Prentice Wealth Management LLC
INCREASED10,41010,046+364+4%$3.8M$3.7M-$139.0K2026-10-20
Gilliland Jeter Wealth Management LLC
INCREASED10,38510,380+5+0%$3.9M$3.6M-$274.2K2026-10-28
Processus Wealth & Capital Management, LLC
INCREASED10,37210,354+18+0%$3.9M$3.6M-$268.7K2026-10-16
Cohen Capital Management, Inc.
INCREASED10,3682,754+7,614+276%$1.0M$3.6M+$2.6M2026-10-14
Wisconsin Wealth Advisors, LLC
INCREASED10,36810,319+49+0%$3.9M$3.6M-$256.9K2026-10-08
Tower View Wealth Management LLC
INCREASED10,3239,183+1,140+12%$3.5M$3.6M+$156.4K2026-10-23
Earned Wealth Advisors, LLC
INCREASED10,3118,698+1,613+19%$3.3M$3.6M+$335.5K2026-11-06
Allen Capital Group, LLC
INCREASED10,2669,457+809+9%$3.6M$3.6M+$32.9K2026-10-27
Apella Capital, LLC
INCREASED10,2599,060+1,199+13%$3.4M$3.9M+$503.4K2026-10-08
Investment Research Partners LLC
INCREASED10,25410,203+51+1%$3.9M$3.6M-$253.0K2026-10-19
LFG Wealth Partners, LLC
DECREASED10,22310,908-685-6%$4.1M$3.6M-$530.3K2026-10-28
Biltmore Family Office, LLC
INCREASED10,19210,168+24+0%$3.8M$3.6M-$261.6K2026-11-03
Hixon Zuercher, LLC
DECREASED10,17310,195-220%$3.9M$3.6M-$278.6K2026-10-13
Iams Wealth Management, LLC
INCREASED10,1678,664+1,503+17%$3.3M$3.6M+$298.0K2026-10-15
BigSur Wealth Management LLC
INCREASED10,1569,156+1,000+11%$3.5M$3.6M+$108.0K2026-10-13
West Paces Advisors Inc.
INCREASED10,14110,071+70+1%$3.8M$3.6M-$242.8K2026-10-13
Rossby Financial, LCC
INCREASED10,0688,013+2,055+26%$3.0M$3.5M+$508.8K2026-11-05
Partners Wealth Management, LLC
INCREASED10,0071,165+8,842+759%$439.9K$3.5M+$3.1M2026-10-28
Granite Islands Private Wealth, LLC
INCREASED9,9449,802+142+1%$3.7M$3.5M-$206.4K2026-10-16
Arlington Trust Co LLC
INCREASED9,9365,083+4,853+95%$1.9M$3.5M+$1.6M2026-10-20
Coastline Trust Co
DECREASED9,93611,522-1,586-14%$4.4M$3.5M-$863.0K2026-10-01
Reflection Asset Management
INCREASED9,9167,354+2,562+35%$2.8M$3.5M+$704.4K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED9,8809,020+860+10%$3.4M$3.5M+$62.8K2026-10-14
D'Orazio & Associates, Inc.
DECREASED9,85710,369-512-5%$3.9M$3.5M-$455.3K2026-11-04
Bank of New Hampshire
DECREASED9,84112,710-2,869-23%$4.8M$3.5M-$1.3M2026-10-06
Wealth Management Partners, LLC
DECREASED9,82610,448-622-6%$3.9M$3.5M-$495.8K2026-10-21
1900 Wealth Management LLC
INCREASED9,8189,340+478+5%$3.5M$3.4M-$80.3K2026-10-13
CPC Advisors, LLC
DECREASED9,79716,777-6,980-42%$6.3M$3.4M-$2.9M2026-10-21
Triasima Portfolio Management inc.
DECREASED9,78922,617-12,828-57%$8.5M$3.4M-$5.1M2026-10-15
Sage Private Wealth Group, LLC
INCREASED9,7774,737+5,040+106%$1.8M$3.4M+$1.6M2026-10-21
Next Level Private LLC
INCREASED9,7729,279+493+5%$3.5M$3.4M-$73.3K2026-10-20
First Financial Corp
DECREASED9,76510,050-285-3%$3.8M$3.4M-$367.0K2026-10-13
Leo Wealth, LLC
NEW9,764—+9,764——$3.4M—2026-10-26
Uptick Partners, LLC
INCREASED9,7489,334+414+4%$3.5M$3.4M-$102.5K2026-11-04
Raleigh Capital Management Inc.
INCREASED9,7239,648+75+1%$3.6M$3.4M-$229.6K2026-10-28
Waterway Wealth Management, LLC
INCREASED9,6978,120+1,577+19%$3.1M$3.4M+$338.4K2026-10-28
Curtis Advisory Group, LLC
INCREASED9,6839,243+440+5%$3.5M$3.4M-$91.0K2026-10-28
Catherine Avery Investment Management LLC
DECREASED9,66117,835-8,174-46%$6.7M$3.4M-$3.3M2026-10-14
Mogy Joel R Investment Counsel Inc
INCREASED9,6233,456+6,167+178%$1.3M$3.4M+$2.1M2026-10-13
TritonPoint Partners, LLC
DECREASED9,61013,217-3,607-27%$5.0M$3.4M-$1.6M2026-11-05
Jacobsen Capital Management
DECREASED9,6019,611-100%$3.6M$3.4M-$258.8K2026-10-27
South Shore Capital Advisors
DECREASED9,5939,947-354-4%$3.8M$3.4M-$388.4K2026-10-20
Vanderbilt University
INCREASED9,5789,329+249+3%$3.5M$3.4M-$160.3K2026-11-02
Private Wealth Partners, LLC
INCREASED9,5766,570+3,006+46%$2.5M$3.4M+$881.2K2026-10-22
Tealwood Asset Management Inc
DECREASED9,5679,770-203-2%$3.7M$3.4M-$331.0K2026-10-13
Hall Laurie J Trustee
NEW9,549—+9,549——$3.4M—2026-10-06
GS Investments, Inc.
DECREASED9,5479,589-420%$3.6M$3.4M-$269.4K2026-11-05
Advisors Management Group Inc
DECREASED9,5269,580-54-1%$3.6M$3.3M-$273.0K2026-11-05
Waldron Private Wealth LLC
DECREASED9,50710,053-546-5%$3.8M$3.3M-$458.8K2026-11-02
VAN Strum & Towne Inc.
INCREASED9,5038,800+703+8%$3.3M$3.3M+$13.2K2026-11-06
Paradigm Asset Management Co LLC
DECREASED9,50010,000-500-5%$3.8M$3.3M-$441.2K2026-11-05
Malaga Cove Capital, LLC
INCREASED9,4888,625+863+10%$3.3M$3.3M+$74.0K2026-10-23
Saxon Interests, Inc.
DECREASED9,48410,534-1,050-10%$4.0M$3.3M-$648.5K2026-10-26
Summit Financial Wealth Advisors, LLC
INCREASED9,4569,362+94+1%$3.5M$3.3M-$215.7K2026-10-15
Columbia Bank
INCREASED9,4157,104+2,311+33%$2.7M$3.3M+$622.9K2026-10-29
Jm2 Capital Inc.
INCREASED9,3559,328+27+0%$3.5M$3.3M-$238.6K2026-10-14
Winthrop Advisory Group LLC
INCREASED9,3548,361+993+12%$3.2M$3.3M+$126.9K2026-10-22
Ti-Trust, Inc
UNCHANGED9,3539,35300%$3.5M$3.3M-$248.4K2026-10-21
Manchester Capital Management LLC
DECREASED9,3389,974-636-6%$3.8M$3.3M-$488.3K2026-10-22
Raab & Moskowitz Asset Management LLC
DECREASED9,32411,405-2,081-18%$4.3M$3.3M-$1.0M2026-11-02
MW Advisory, LLC
INCREASED9,3047,633+1,671+22%$2.9M$3.3M+$384.1K2026-10-19
Sierra Summit Advisors LLC
INCREASED9,3009,093+207+2%$3.4M$3.3M-$168.8K2026-10-28
Lazari Capital Management, Inc.
DECREASED9,2749,275-10%$3.5M$3.3M-$246.7K2026-10-20
May Hill Capital, LLC
INCREASED9,2498,545+704+8%$3.2M$3.2M+$20.3K2026-11-03
AGH Wealth Advisors, LLC
DECREASED9,2329,370-138-1%$3.5M$3.2M-$297.2K2026-10-26
Enterprise Financial Services Corp
INCREASED9,2199,206+13+0%$3.5M$3.2M-$239.9K2026-11-03
Creative Financial Designs Inc
INCREASED9,2068,006+1,200+15%$3.0M$3.2M+$208.9K2026-11-04
Center for Wealth Management Advisory
INCREASED9,2028,593+609+7%$3.2M$3.2M-$14.4K2026-10-23
Wolverine Asset Management LLC
INCREASED9,198339+8,859+2613%$128.1K$3.2M+$3.1M2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
INCREASED9,1979,010+187+2%$3.4M$3.2M-$173.6K2026-10-21
Mattern Wealth Management LLC
INCREASED9,1258,860+265+3%$3.3M$3.2M-$142.3K2026-11-04
Banque de Luxembourg S.A.
INCREASED9,1248,983+141+2%$3.4M$3.2M-$189.1K2026-10-14
RFG Holdings, Inc.
INCREASED9,0878,817+270+3%$3.3M$3.2M-$139.1K2026-10-30
Monument Capital Management
DECREASED9,0729,080-80%$3.4M$3.2M-$244.0K2026-10-09
Cidel Asset Management Inc
INCREASED9,0658,855+210+2%$3.3M$3.2M-$161.4K2026-10-29
Principle Wealth Partners LLC
INCREASED9,0457,636+1,409+18%$2.9M$3.2M+$292.5K2026-11-02
Wagner Wealth Management, LLC
DECREASED9,0309,935-905-9%$3.8M$3.2M-$582.0K2026-10-21
Northcape Wealth Management, LLC
INCREASED9,0278,932+95+1%$3.4M$3.2M-$203.8K2026-11-04
Perennial Advisors, LLC
INCREASED9,0117,029+1,982+28%$2.7M$3.2M+$509.4K2026-10-13
bLong Financial, LLC
INCREASED9,0048,869+135+2%$3.4M$3.2M-$188.2K2026-10-29
Canandaigua National Bank & Trust Co
DECREASED9,0049,057-53-1%$3.4M$3.2M-$259.2K2026-10-07
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED9,0007,000+2,000+29%$2.6M$3.2M+$517.0K2026-10-22
Net Worth Advisory Group
INCREASED8,9998,717+282+3%$3.3M$3.1M-$200.6K2026-10-20
Correct Capital Wealth Management
INCREASED8,9658,024+941+12%$3.0M$3.1M+$117.6K2026-11-02
Verus Capital Partners, LLC
DECREASED8,9519,626-675-7%$3.6M$3.1M-$492.5K2026-11-03
LifeGoal Investments, LLC
INCREASED8,9253,598+5,327+148%$1.4M$3.1M+$1.8M2026-10-09
Burton Enright Welch
DECREASED8,9188,923-50%$3.4M$3.1M-$238.7K2026-11-04
Tortuga Wealth Management, Inc
INCREASED8,9105,291+3,619+68%$2.0M$3.1M+$1.1M2026-10-27
Tower Trust & Investment Co
INCREASED8,9018,686+215+2%$3.3M$3.1M-$155.2K2026-10-28
Trust Co of Oklahoma
DECREASED8,8979,394-497-5%$3.5M$3.1M-$424.0K2026-10-15
Yankcom Partnership
DECREASED8,87210,166-1,294-13%$3.8M$3.1M-$724.4K2026-10-15
Harmony Asset Management LLC
INCREASED8,8718,277+594+7%$3.1M$3.1M-$11.2K2026-10-20
Marathon Mission, Inc.
UNCHANGED8,8668,86600%$3.3M$3.1M-$235.5K2026-10-01
Commonwealth Financial Services, LLC
DECREASED8,8209,314-494-5%$3.5M$3.1M-$420.9K2026-10-20
Arrow Financial Corp
INCREASED8,8077,598+1,209+16%$2.9M$3.1M+$222.8K2026-10-26
Sterling Investment Counsel, LLC
INCREASED8,7926,815+1,977+29%$2.6M$3.1M+$513.3K2026-10-19
LeConte Wealth Management, LLC
INCREASED8,7857,709+1,076+14%$2.9M$3.1M+$173.2K2026-10-20
BNB Wealth Management, LLC
DECREASED8,7739,364-591-6%$3.5M$3.1M-$456.2K2026-10-28
Legacy Wealth Management, LLC / MS
INCREASED8,7668,734+32+0%$3.3M$3.1M-$220.6K2026-10-30
United Advisor Group, LLC
INCREASED8,7607,186+1,574+22%$2.7M$3.1M+$361.9K2026-11-03
Acorn Wealth Advisors, LLC
INCREASED8,7548,022+732+9%$3.0M$3.1M+$44.3K2026-10-19
Juncture Wealth Strategies, LLC
DECREASED8,7048,866-162-2%$3.3M$3.1M-$292.4K2026-10-06
Bullseye Investment Management, LLC
INCREASED8,7008,429+271+3%$3.2M$3.1M-$128.7K2026-10-29
M.E. Allison & Co., Inc.
DECREASED8,6958,729-340%$3.3M$3.1M-$243.9K2026-10-09
Lighthouse Financial LLC
INCREASED8,6937,807+886+11%$2.9M$3.1M+$103.8K2026-10-23
KPP Advisory Services LLC
DECREASED8,68612,198-3,512-29%$4.6M$3.1M-$1.6M2026-10-26
Shuttleworth & Co
DECREASED8,6728,734-62-1%$3.3M$3.0M-$253.7K2026-10-30
Centerpoint Advisory Group
DECREASED8,6228,679-57-1%$3.3M$3.0M-$250.5K2026-10-23
Heritage Family Offices, LLP
DECREASED8,6208,981-361-4%$3.4M$3.0M-$365.3K2026-11-02
IronOak Wealth Llc.
NEW8,579—+8,579——$3.0M—2026-11-06
Foster Group, Inc.
DECREASED8,5698,620-51-1%$3.3M$3.0M-$246.9K2026-10-13
Texas Bank & Trust Co
DECREASED8,5589,039-481-5%$3.4M$3.0M-$409.0K2026-11-04
Tritonpoint Wealth, LLC
INCREASED8,5528,372+180+2%$3.2M$3.0M-$159.1K2026-10-19
Marin Bay Wealth Advisors, LLC
DECREASED8,4878,654-167-2%$3.3M$3.0M-$288.6K2026-10-28
Herold Advisors, Inc.
INCREASED8,4707,946+524+7%$3.0M$3.0M-$26.4K2026-10-19
Optimist Retirement Group LLC
INCREASED8,4548,285+169+2%$3.1M$3.0M-$160.7K2026-10-30
XXI Wealth, LLC
INCREASED8,4407,373+1,067+14%$2.8M$3.0M+$178.9K2026-10-22
Center For Asset Management LLC
INCREASED8,4127,711+701+9%$2.9M$3.0M+$41.5K2026-10-16
Endeavor Private Wealth, Inc.
INCREASED8,4028,377+25+0%$3.2M$3.0M-$213.8K2026-11-05
Adelphi Trust Co
DECREASED8,3769,192-816-9%$3.5M$2.9M-$530.7K2026-10-05
Aspire Private Capital, LLC
DECREASED8,3528,358-60%$3.2M$2.9M-$224.2K2026-11-05
Core Wealth Partners LLC
DECREASED8,3128,682-370-4%$3.3M$2.9M-$360.8K2026-11-02
GLR Partners, LLC
DECREASED8,2968,378-82-1%$3.2M$2.9M-$251.3K2026-11-04
Range Financial Group LLC
DECREASED8,2628,519-257-3%$3.2M$2.9M-$316.7K2026-10-21
Inscription Capital, LLC
DECREASED8,24114,340-6,099-43%$5.4M$2.9M-$2.5M2026-11-02
Lebenthal Global Advisors, LLC
INCREASED8,2297,758+471+6%$2.9M$2.9M-$40.5K2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED8,2198,183+36+0%$3.1M$2.9M-$204.9K2026-10-13
Marino, Stram & Associates LLC
DECREASED8,2158,226-110%$3.1M$2.9M-$222.4K2026-10-22
Cadent Capital Advisors, LLC
DECREASED8,2008,216-160%$3.1M$2.9M-$224.0K2026-10-09
Symmetry Partners, LLC
INCREASED8,1967,192+1,004+14%$2.7M$2.9M+$161.6K2026-10-27
Aafmaa Wealth Management & Trust LLC
DECREASED8,1698,293-124-1%$3.1M$2.9M-$263.8K2026-10-14
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED8,1505,019+3,131+62%$1.9M$2.9M+$966.3K2026-10-13
Insight Wealth Partners, LLC
DECREASED8,1338,666-533-6%$3.3M$2.9M-$417.2K2026-10-26
Teamwork Financial Advisors, LLC
DECREASED8,11438,303-30,189-79%$14.5M$2.8M-$11.6M2026-10-19
Whalen Wealth Management Inc.
INCREASED8,1075,973+2,134+36%$2.3M$2.8M+$590.8K2026-10-08
Richards, Merrill & Peterson, Inc.
INCREASED8,0847,186+898+13%$2.7M$2.8M+$124.5K2026-10-19
Sunbeam Capital Management, LLC
DECREASED8,0628,838-776-9%$3.3M$2.8M-$507.1K2026-11-05
PFW Advisors LLC
INCREASED8,0365,990+2,046+34%$2.3M$2.8M+$559.4K2026-10-07
Vanguard Capital Wealth Advisors
DECREASED8,0288,321-293-4%$3.1M$2.8M-$323.9K2026-10-16
Integral Investment Advisors, Inc.
DECREASED8,0138,063-50-1%$3.0M$2.8M-$231.7K2026-11-03
Kingdom Financial Group Llc.
DECREASED8,0128,245-233-3%$3.1M$2.8M-$300.9K2026-11-04
Aspiriant, LLC
DECREASED8,00712,395-4,388-35%$4.7M$2.8M-$1.9M2026-10-16
MN Wealth Advisors, LLC
DECREASED7,9668,794-828-9%$3.3M$2.8M-$524.2K2026-10-23
Baker Tilly Wealth Management, LLC
INCREASED7,9577,719+238+3%$2.9M$2.8M-$121.6K2026-10-05
Invera Wealth Advisors, LLC
INCREASED7,9267,502+424+6%$2.8M$2.8M-$50.3K2026-10-28
Bright Futures Wealth Management, Llc.
DECREASED7,9017,904-30%$3.0M$2.8M-$211.0K2026-10-23
Values First Advisors, Inc.
DECREASED7,8958,474-579-7%$3.2M$2.8M-$428.5K2026-10-23
Avantra Family Wealth, Inc.
INCREASED7,8927,831+61+1%$3.0M$2.8M-$186.6K2026-10-20
Pinion Investment Advisors, LLC
DECREASED7,8907,898-80%$3.0M$2.8M-$212.6K2026-11-04
AMG Asset Management Group, Inc.
DECREASED7,8699,817-1,948-20%$3.7M$2.8M-$945.1K2026-10-21
Goldstein Advisors, LLC
INCREASED7,8606,735+1,125+17%$2.5M$2.8M+$216.2K2026-10-15
Tannin Capital LLC
DECREASED7,8548,953-1,099-12%$3.4M$2.8M-$623.8K2026-11-05
Register Financial Advisors LLC
DECREASED7,8507,915-65-1%$3.0M$2.8M-$233.2K2026-10-23
Chemung Canal Trust Co
INCREASED7,8477,648+199+3%$2.9M$2.8M-$133.3K2026-11-04
Red Mountain Financial, LLC
DECREASED7,8067,851-45-1%$3.0M$2.7M-$224.5K2026-11-03
Heritage Wealth Management, Inc.
DECREASED7,8007,847-47-1%$3.0M$2.7M-$225.1K2026-10-28
First Command Advisory Services, Inc.
INCREASED7,7584,763+2,995+63%$1.8M$2.7M+$925.3K2026-11-05
BankChampaign, National Association
DECREASED7,7567,994-238-3%$3.0M$2.7M-$295.9K2026-10-19
Ticino Wealth
INCREASED7,7207,067+653+9%$2.7M$2.7M+$41.6K2026-10-13
BAM Wealth Management, LLC
INCREASED7,7076,783+924+14%$2.6M$2.7M+$144.4K2026-10-15
Warren Street Wealth Advisors, LLC
INCREASED7,6907,328+362+5%$2.8M$2.7M-$67.6K2026-11-04
Laurel OAK Wealth Management, LLC
DECREASED7,6867,708-220%$2.9M$2.7M-$212.4K2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED7,6475,886+1,761+30%$2.2M$2.7M+$462.0K2026-10-27
Congress Park Capital LLC
INCREASED7,6387,367+271+4%$2.8M$2.7M-$100.3K2026-10-13
Meridian Financial Partners LLC
INCREASED7,6347,586+48+1%$3.0M$2.6M-$362.5K2026-10-23
Wedge Capital Management L L P
INCREASED7,6257,176+449+6%$2.7M$2.7M-$32.9K2026-10-13
Woodward Diversified Capital, LLC
INCREASED7,6157,484+131+2%$2.8M$2.7M-$152.7K2026-10-21
55 North Private Wealth, LLC
INCREASED7,5967,513+83+1%$2.8M$2.7M-$170.4K2026-10-20
DCF Advisers, LLC
INCREASED7,5757,125+450+6%$2.7M$2.7M-$31.2K2026-11-04
EdgeRock Capital LLC
INCREASED7,5716,797+774+11%$2.6M$2.7M+$91.4K2026-11-03
Rational Advisors, Inc.
INCREASED7,5474,140+3,407+82%$1.6M$2.7M+$1.1M2026-11-02
Hoxton Planning & Management, LLC
DECREASED7,5477,550-30%$2.9M$2.7M-$201.6K2026-10-15
Value Partners Investments Inc.
INCREASED7,5457,011+534+8%$2.6M$2.7M+$13.5K2026-10-19
GSG Advisors LLC
INCREASED7,5446,090+1,454+24%$2.3M$2.6M+$348.8K2026-11-03
Five Oceans Advisors
DECREASED7,5268,097-571-7%$3.1M$2.6M-$415.6K2026-10-22
Silphium Asset Management Ltd
DECREASED7,5218,841-1,320-15%$3.3M$2.6M-$698.4K2026-10-27
Twin Peaks Capital Ltd
DECREASED7,50020,000-12,500-62%$7.6M$2.6M-$4.9M2026-11-03
Elevation Wealth Management LLC
DECREASED7,4967,513-170%$2.8M$2.6M-$205.8K2026-11-02
Mandatum Life Insurance Co Ltd
INCREASED7,495940+6,555+697%$355.1K$2.6M+$2.3M2026-11-06
Orrstown Financial Services Inc
INCREASED7,4827,399+83+1%$2.8M$2.6M-$167.4K2026-10-14
Evermay Wealth Management LLC
DECREASED7,4428,151-709-9%$3.1M$2.6M-$465.5K2026-11-05
Occidental Asset Management, LLC
INCREASED7,4135,973+1,440+24%$2.3M$2.6M+$347.1K2026-11-05
Manchester Financial Inc
DECREASED7,3917,411-200%$2.8M$2.6M-$203.8K2026-10-15
Eads & Heald Wealth Management
DECREASED7,3748,055-681-8%$3.0M$2.6M-$453.1K2026-10-29
Mechanics Financial Corp
INCREASED7,3697,201+168+2%$2.7M$2.6M-$132.3K2026-11-05
Seamount Financial Group Inc
DECREASED7,3647,441-77-1%$2.8M$2.6M-$224.7K2026-10-21
Renasant Bank
DECREASED7,3447,438-94-1%$2.8M$2.6M-$230.6K2026-11-05
Shelter Rock Management, LLC
DECREASED7,3209,505-2,185-23%$3.6M$2.6M-$1.0M2026-10-09
DT Investment Partners, LLC
DECREASED7,3147,481-167-2%$2.8M$2.6M-$257.3K2026-10-27
Forza Wealth Management, LLC
INCREASED7,3127,045+267+4%$2.7M$2.6M-$93.3K2026-10-20
Spirit of America Management Corp
INCREASED7,3006,900+400+6%$2.6M$2.6M-$42.8K2026-10-14
Cypress Capital, LLC
INCREASED7,2867,174+112+2%$2.7M$2.6M-$151.2K2026-10-20
Veracity Capital LLC
DECREASED7,2357,605-370-5%$2.9M$2.5M-$332.2K2026-10-08
Cravens & Co Advisors, LLC
INCREASED7,2226,990+232+3%$2.6M$2.5M-$104.2K2026-10-16
Emerald Advisors, LLC
DECREASED7,2167,262-46-1%$2.7M$2.5M-$209.1K2026-10-13
Gold Investment Management Ltd.
DECREASED7,2057,209-40%$2.7M$2.5M-$192.9K2026-10-19
Connective Portfolio Management, LLC
INCREASED7,1954,295+2,900+68%$1.6M$2.5M+$904.4K2026-10-22
Mitchell Sinkler & Starr
DECREASED7,1357,290-155-2%$2.8M$2.5M-$248.1K2026-10-13
Kozak & Associates, Inc.
DECREASED7,1017,102-10%$2.6M$2.5M-$124.7K2026-10-29
Vivid Wealth Management, LLC
DECREASED7,0927,169-77-1%$2.7M$2.5M-$217.4K2026-10-27
McHugh Group, LLC
UNCHANGED7,0867,08600%$2.7M$2.5M-$188.2K2026-10-19
Trust Co of the South
INCREASED7,0577,005+52+1%$2.6M$2.5M-$167.8K2026-10-21
Park Edge Advisors, LLC
INCREASED7,0486,831+217+3%$2.6M$2.5M-$105.3K2026-10-28
LexAurum Advisors, LLC
DECREASED7,0457,582-537-7%$2.9M$2.5M-$390.0K2026-10-19
Bosman Wealth Management, LLC
DECREASED7,04110,061-3,020-30%$3.8M$2.5M-$1.3M2026-10-28
Beacon Financial Advisory LLC
INCREASED7,0366,812+224+3%$2.6M$2.5M-$102.2K2026-10-16
Goldenstone Wealth Management LLC
INCREASED7,0276,759+268+4%$2.6M$2.5M-$85.3K2026-11-04
Bernardo Wealth Planning LLC
INCREASED7,0223,123+3,899+125%$1.2M$2.5M+$1.3M2026-10-23
Verum Partners LLC
INCREASED7,0206,685+335+5%$2.5M$2.5M-$59.9K2026-10-21
American State Bank (Iowa)
INCREASED7,0176,626+391+6%$2.5M$2.5M-$38.7K2026-11-03
Fagan Associates, Inc.
INCREASED7,0153,965+3,050+77%$1.5M$2.5M+$965.8K2026-10-13
Legacy Financial Strategies, LLC
INCREASED6,9776,764+213+3%$2.6M$2.5M-$105.0K2026-10-15
Guardian Partners Inc.
INCREASED6,9693,814+3,155+83%$1.4M$2.4M+$1.0M2026-10-21
Zullo Investment Group, Inc.
INCREASED6,9496,919+30+0%$2.6M$2.4M-$173.2K2026-10-20
Ejmk Ventures LLC
DECREASED6,9367,556-620-8%$2.9M$2.4M-$418.4K2026-10-21
Global Assets Advisory, LLC
DECREASED6,9327,450-518-7%$2.8M$2.5M-$243.0K2026-10-28
Hamilton Capital, LLC
DECREASED6,9267,259-333-5%$2.7M$2.4M-$309.7K2026-10-08
Element Pointe Advisors, LLC
DECREASED6,9246,930-60%$2.6M$2.4M-$186.3K2026-10-21
First Community Trust NA
INCREASED6,9165,971+945+16%$2.3M$2.4M+$173.3K2026-10-07
Financial Security Advisor, Inc.
INCREASED6,9006,073+827+14%$2.3M$2.4M+$129.0K2026-11-03
Retirement Guys Formula LLC
INCREASED6,8896,334+555+9%$2.4M$2.4M+$26.4K2026-10-26
Heritage Investment Group, Inc.
INCREASED6,8856,834+51+1%$2.6M$2.4M-$163.6K2026-11-03
D.B. Root & Company, LLC
DECREASED6,8847,162-278-4%$2.7M$2.4M-$287.9K2026-11-04
Semus Wealth Partners LLC
INCREASED6,8816,461+420+7%$2.4M$2.4M-$24.3K2026-10-22
Washburn Capital Management, Inc.
DECREASED6,8637,285-422-6%$2.8M$2.4M-$341.7K2026-10-19
Challenger Wealth Management
DECREASED6,8477,118-271-4%$2.7M$2.4M-$284.4K2026-10-30
Greenspring Advisors, LLC
INCREASED6,8396,678+161+2%$2.5M$2.4M-$121.1K2026-11-05
Riversedge Advisors, LLC
DECREASED6,8296,847-180%$2.6M$2.4M-$188.2K2026-10-09
Kennebec Savings Bank
DECREASED6,8117,898-1,087-14%$3.0M$2.4M-$591.5K2026-10-22
Bullock Wealth Management Group
DECREASED6,8096,814-50%$2.5M$2.3M-$176.6K2026-10-09
Vaquero Private Wealth, LTD
DECREASED6,8057,404-599-8%$2.8M$2.4M-$407.0K2026-10-27
Walkner Condon Financial Advisors LLC
INCREASED6,8036,157+646+10%$2.3M$2.4M+$63.4K2026-11-02
Corundum Group, Inc.
INCREASED6,8016,786+15+0%$2.6M$2.4M-$175.0K2026-10-28
Capital Advisors, Ltd. LLC
INCREASED6,7826,616+166+3%$2.5M$2.4M-$117.0K2026-10-27
Brucke Financial, Inc.
INCREASED6,7316,227+504+8%$2.4M$2.4M+$11.6K2026-10-23
Thrive Wealth Management, LLC
INCREASED6,7316,564+167+3%$2.5M$2.4M-$115.7K2026-10-13
Adams Asset Advisors, LLC
UNCHANGED6,7036,70300%$2.5M$2.4M-$178.0K2026-10-08
Absolute Capital Management, LLC
INCREASED6,6884,609+2,079+45%$1.7M$2.3M+$607.6K2026-10-16
Dutch Asset Corp
INCREASED6,6696,229+440+7%$2.4M$2.3M-$10.8K2026-10-20
Sara-Bay Financial
DECREASED6,6656,989-324-5%$2.6M$2.3M-$299.4K2026-10-21
Accel Wealth Management
DECREASED6,6506,670-200%$2.5M$2.3M-$184.3K2026-10-13
J.P. Marvel Investment Advisors, LLC
UNCHANGED6,6346,63400%$2.5M$2.3M-$176.2K2026-11-02
General Partner, Inc.
UNCHANGED6,6306,63000%$2.5M$2.3M-$176.1K2026-10-05
Tcfg Investment Advisors, LLC
DECREASED6,6026,752-150-2%$2.6M$2.3M-$232.0K2026-10-20
Letson Investment Management, Inc.
UNCHANGED6,5806,58000%$2.5M$2.3M-$174.8K2026-11-05
TBH Global Asset Management, LLC
DECREASED6,5787,120-542-8%$2.7M$2.3M-$379.5K2026-11-03
Western Financial Corp
INCREASED6,5746,089+485+8%$2.3M$2.3M+$8.5K2026-10-14
Focused Wealth Management, Inc
INCREASED6,5686,523+45+1%$2.5M$2.3M-$157.5K2026-10-30
Trueblood Wealth Management, LLC
DECREASED6,5316,539-80%$2.5M$2.3M-$176.7K2026-10-23
Indiana Trust & Investment Management Co
DECREASED6,5308,705-2,175-25%$3.3M$2.3M-$995.0K2026-10-22
Traveka Wealth, LLC
INCREASED6,5086,420+88+1%$2.4M$2.3M-$139.6K2026-10-19
Eagle Strategies LLC
INCREASED6,4966,436+60+1%$2.4M$2.3M-$149.7K2026-10-16
Radnor Capital Management, LLC
INCREASED6,4895,864+625+11%$2.2M$2.3M+$63.7K2026-10-23
Crown Wealth Group, LLC
DECREASED6,4806,691-211-3%$2.5M$2.3M-$251.8K2026-10-19
Northside Capital Management, LLC
UNCHANGED6,4566,45600%$2.4M$2.3M-$171.5K2026-10-13
Berkshire Money Management, Inc.
NEW6,442—+6,442——$2.3M—2026-10-21
Tanager Wealth Management LLP
INCREASED6,4344,465+1,969+44%$1.7M$2.3M+$572.9K2026-10-19
Henderson Brothers Financial Partners, LLC
INCREASED6,4156,343+72+1%$2.4M$2.3M-$143.2K2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED6,3936,252+141+2%$2.4M$2.2M-$116.8K2026-10-20
Womack Financial LLC
INCREASED6,3826,380+2+0%$2.4M$2.2M-$168.7K2026-10-14
Sage Rhino Capital LLC
DECREASED6,3816,444-63-1%$2.4M$2.2M-$193.0K2026-10-28
LifeWealth Investments, LLC
INCREASED6,3546,125+229+4%$2.3M$2.2M-$82.4K2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED6,3416,267+74+1%$2.4M$2.2M-$140.7K2026-10-21
Whelan Financial
INCREASED6,3225,685+637+11%$2.1M$2.2M+$72.8K2026-10-28
Garrett Wealth Advisory Group, LLC
INCREASED6,3106,099+211+3%$2.3M$2.2M-$87.9K2026-10-22
Ascentis Wealth Management, LLC
INCREASED6,3075,013+1,294+26%$1.9M$2.2M+$321.3K2026-11-03
Quad-Cities Investment Group, LLC
DECREASED6,3076,667-360-5%$2.5M$2.2M-$303.6K2026-10-16
Outlook Wealth Advisors, LLC
DECREASED6,3036,465-162-3%$2.4M$2.2M-$229.1K2026-10-28
Arvest Investments, Inc.
DECREASED6,2826,297-150%$2.4M$2.2M-$172.5K2026-10-21
Cahaba Wealth Management, Inc.
INCREASED6,2566,040+216+4%$2.3M$2.2M-$84.4K2026-10-26
Fairfield Financial Advisors, LTD
INCREASED6,2544,841+1,413+29%$1.8M$2.2M+$367.8K2026-10-14
Bria Capital Group, LLC
DECREASED6,24910,586-4,337-41%$4.0M$2.2M-$1.8M2026-10-22
NBH Bank
INCREASED6,2235,994+229+4%$2.3M$2.2M-$78.8K2026-11-05
David J Yvars Group
DECREASED6,2216,560-339-5%$2.5M$2.2M-$293.1K2026-10-09
Excalibur Management Corp
DECREASED6,2136,513-300-5%$2.5M$2.2M-$278.4K2026-11-02
Horst & Graben Wealth Management LLC
DECREASED6,2046,237-33-1%$2.3M$2.2M-$124.8K2026-11-02
Westco Advisory Services Inc
UNCHANGED6,2036,20300%$2.3M$2.2M-$164.8K2026-10-14
Northeast Investment Management
INCREASED6,1786,138+40+1%$2.3M$2.2M-$149.0K2026-10-30
Retirement Planning Group, LLC
DECREASED6,1466,311-165-3%$2.4M$2.2M-$225.7K2026-10-19
Roman Butler Fullerton & Co
INCREASED6,1446,002+142+2%$2.3M$2.1M-$249.3K2026-10-27
Willner & Heller, LLC
INCREASED6,1416,070+71+1%$2.3M$2.2M-$136.2K2026-10-28
Harfst & Associates, Inc.
INCREASED6,1265,537+589+11%$2.1M$2.2M+$59.9K2026-10-20
Latitude Advisors, LLC
INCREASED6,1136,088+25+0%$2.3M$2.1M-$152.8K2026-10-27
Virtue Asset Management LLC
INCREASED6,1025,953+149+3%$2.2M$2.1M-$105.6K2026-10-21
Sterling Investment Advisors LLC
INCREASED6,0816,070+11+0%$2.3M$2.1M-$157.4K2026-10-27
Davidson Kahn Capital Management, LLC
INCREASED6,0686,031+37+1%$2.3M$2.1M-$147.1K2026-10-26
Crew Capital Management, Ltd
INCREASED6,0485,924+124+2%$2.2M$2.1M-$113.7K2026-10-28
Platform Technology Partners
INCREASED6,0225,532+490+9%$2.1M$2.1M+$25.2K2026-11-02
Genesee Capital Advisors, LLC
INCREASED5,9995,898+101+2%$2.2M$2.1M-$121.2K2026-10-20
Englebert Financial Advisers, LLC
INCREASED5,9935,071+922+18%$1.9M$2.1M+$189.0K2026-10-20
Sunburst Financial Group, LLC
INCREASED5,9765,737+239+4%$2.2M$2.1M-$68.4K2026-10-09
Rosenberg Matthew Hamilton
INCREASED5,9745,736+238+4%$2.2M$2.1M-$68.8K2026-10-05
Private Client Services, LLC
INCREASED5,9485,795+153+3%$2.2M$2.1M-$100.2K2026-10-02
Odyssey Capital Advisors, Inc.
DECREASED5,9136,220-307-5%$2.3M$2.1M-$273.0K2026-10-26
Boltwood Capital Management
INCREASED5,9115,398+513+10%$2.0M$2.1M+$36.8K2026-10-02
Stone Wealth Partners
INCREASED5,8702,638+3,232+123%$996.5K$2.1M+$1.1M2026-11-05
TigerOak Management, L.L.C.
INCREASED5,8695,520+349+6%$2.1M$2.1M-$24.0K2026-10-23
Leuthold Group, LLC
INCREASED5,8623,600+2,262+63%$1.4M$2.1M+$698.8K2026-11-04
ACT Advisors, Llc.
INCREASED5,8435,620+223+4%$2.1M$2.1M-$70.8K2026-10-15
Founders Grove Wealth Partners, LLC
INCREASED5,8405,712+128+2%$2.2M$2.1M-$106.8K2026-10-16
Coquina Private Wealth LLC
INCREASED5,8315,822+9+0%$2.2M$2.0M-$151.7K2026-10-27
Davidson Trust Co
DECREASED5,8306,907-1,077-16%$2.6M$2.0M-$561.7K2026-10-09
Paladin Wealth, LLC
INCREASED5,8224,915+907+18%$1.9M$2.0M+$188.0K2026-10-23
BOS Asset Management, LLC
DECREASED5,8035,805-20%$2.2M$2.0M-$154.9K2026-10-09
Wincap Financial LLC
INCREASED5,8005,063+737+15%$1.9M$2.0M+$124.4K2026-10-20
Chatham Capital Group, Inc.
DECREASED5,7956,195-400-6%$2.3M$2.0M-$305.0K2026-10-16
Sulzberger Capital Advisors, Inc.
INCREASED5,7955,717+78+1%$2.2M$2.0M-$124.5K2026-10-20
Global Trust Wealth Management LLC
DECREASED5,7955,841-46-1%$2.2M$2.0M-$171.3K2026-10-14
Peachtree Investment Partners, LLC
DECREASED5,7946,912-1,118-16%$2.6M$2.0M-$576.2K2026-11-05
Pictet Bank & Trust Ltd
DECREASED5,7885,953-165-3%$2.2M$2.0M-$216.1K2026-10-21
Seven Mile Advisory
DECREASED5,7725,991-219-4%$2.3M$2.0M-$235.9K2026-10-22
Baron Wealth Management LLC
DECREASED5,7626,333-571-9%$2.4M$2.0M-$368.6K2026-10-27
Family Capital Management, Inc.
DECREASED5,7455,839-94-2%$2.2M$2.0M-$187.8K2026-11-03
Atala Financial Inc
INCREASED5,7405,235+505+10%$2.0M$2.0M+$38.3K2026-10-22
Financial Management Professionals, Inc.
DECREASED5,7305,762-32-1%$2.2M$2.0M-$164.3K2026-10-23
Silverleafe Capital Partners, LLC
INCREASED5,7214,334+1,387+32%$1.6M$2.0M+$372.0K2026-10-02
Haven Private, LLC
DECREASED5,7046,300-596-9%$2.4M$2.0M-$376.6K2026-10-27
Hobart Private Capital, LLC
DECREASED5,6956,019-324-5%$2.3M$2.0M-$273.7K2026-10-19
Fairscale Capital, LLC
INCREASED5,6875,527+160+3%$2.1M$1.9M-$233.4K2026-11-04
Family CFO Inc
INCREASED5,6815,600+81+1%$2.1M$2.0M-$120.3K2026-10-30
Dixon Fnancial Services, Inc.
INCREASED5,6661,140+4,526+397%$430.6K$2.0M+$1.6M2026-10-23
Abacus Wealth Partners, LLC
DECREASED5,6565,744-88-2%$2.2M$2.0M-$183.5K2026-11-03
GFS Advisors, LLC
INCREASED5,645650+4,995+768%$568.1K$2.0M+$1.4M2026-11-03
Zega Investments, LLC
DECREASED5,6379,303-3,666-39%$3.5M$2.0M-$1.5M2026-11-04
Financial & Tax Architects, LLC
DECREASED5,6146,167-553-9%$2.3M$2.0M-$357.8K2026-10-15
Aletheian Wealth Advisors LLC
INCREASED5,6085,200+408+8%$2.0M$2.0M+$5.2K2026-10-08
Tranquility Partners, LLC
DECREASED5,5915,608-170%$2.1M$2.0M-$154.9K2026-10-20
Steel Grove Capital Advisors, LLC
INCREASED5,5805,485+95+2%$2.1M$2.0M-$112.3K2026-10-13
Northstar Asset Management Co
INCREASED5,5805,575+5+0%$2.1M$1.9M-$244.3K2026-10-22
Green Alpha Advisors, LLC
DECREASED5,5785,894-316-5%$2.2M$2.0M-$267.5K2026-10-08
Windsor Capital Management, LLC
DECREASED5,5685,598-30-1%$2.1M$2.0M-$159.5K2026-10-13
SkyOak Wealth, LLC
DECREASED5,5626,636-1,074-16%$2.5M$2.0M-$553.6K2026-10-28
Silver Grove Financial Group, Inc.
INCREASED5,5325,337+195+4%$2.0M$1.9M-$73.4K2026-11-05
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED5,5005,300+200+4%$2.0M$1.9M-$70.5K2026-11-06
First Heartland Consultants, Inc.
INCREASED5,4894,922+567+12%$1.9M$1.9M+$68.2K2026-10-08
Arthur M. Cohen & Associates, LLC
UNCHANGED5,4865,48600%$2.1M$1.9M-$145.7K2026-10-26
MKT Advisors LLC
DECREASED5,4785,649-171-3%$2.1M$2.0M-$121.5K2026-10-20
Matrix Trust Co
DECREASED5,4579,948-4,491-45%$3.8M$1.9M-$1.8M2026-10-07
Tamar Securities, LLC
INCREASED5,4444,406+1,038+24%$1.7M$1.9M+$247.4K2026-11-03
Vision Capital Management, Inc.
INCREASED5,4394,901+538+11%$1.9M$1.9M+$58.8K2026-10-20
Nicholas Wealth, Llc.
INCREASED5,4374,989+448+9%$1.9M$1.9M+$24.6K2026-10-26
Madson Wealth Advisors Inc
DECREASED5,4255,468-43-1%$2.1M$1.9M-$160.5K2026-10-13
Oakmont Investment Advisors, Inc.
DECREASED5,4087,272-1,864-26%$2.7M$1.9M-$847.7K2026-10-21
Curbstone Financial Management Corp
DECREASED5,4005,450-50-1%$2.1M$1.9M-$162.3K2026-10-21
New Covenant Trust Company, N.A.
INCREASED5,3944,768+626+13%$1.8M$1.9M+$93.2K2026-10-08
Werba Rubin Papier Wealth Management
INCREASED5,3584,094+1,264+31%$1.5M$1.9M+$335.0K2026-11-06
Hidden Cove Wealth Management, LLC
DECREASED5,3215,439-118-2%$2.1M$1.9M-$185.9K2026-10-19
Stevens Capital Partners
INCREASED5,3114,968+343+7%$1.9M$1.9M-$11.5K2026-10-29
Three Seasons Wealth, LLC
INCREASED5,3015,204+97+2%$2.0M$1.9M-$104.2K2026-11-03
Curat Global, LLC
UNCHANGED5,3005,30000%$2.0M$1.9M-$140.8K2026-10-26
Elevate Capital Advisors, LLC
DECREASED5,2999,375-4,076-43%$3.5M$1.9M-$1.7M2026-11-02
WealthPLAN Partners, LLC
INCREASED5,2924,679+613+13%$1.8M$1.9M+$91.3K2026-10-15
J. L. Bainbridge & Co., Inc.
INCREASED5,2874,487+800+18%$1.7M$1.9M+$161.8K2026-10-20
Garde Capital, Inc.
DECREASED5,2755,346-71-1%$2.0M$1.9M-$166.9K2026-10-29
Investors Asset Management of Georgia Inc
UNCHANGED5,2705,27000%$2.0M$1.9M-$140.0K2026-10-20
Townsend Asset Management Corp
INCREASED5,2685,187+81+2%$2.0M$1.9M-$109.4K2026-10-29
Argyle Capital Management, LLC
DECREASED5,2535,358-105-2%$2.0M$1.8M-$179.2K2026-10-28
United Community Bank
INCREASED5,2315,189+42+1%$2.0M$1.8M-$123.1K2026-10-28
Central Valley Advisors, LLC
DECREASED5,2276,796-1,569-23%$2.6M$1.8M-$731.6K2026-10-27
Syntax Research, Inc.
DECREASED5,2215,760-539-9%$2.2M$1.8M-$342.2K2026-11-04
Kohmann Bosshard Financial Services, LLC
INCREASED5,2053,653+1,552+42%$1.4M$1.8M+$448.0K2026-11-04
Security Financial Services, Inc.
DECREASED5,2055,430-225-4%$2.1M$1.8M-$223.2K2026-10-29
Warwick Investment Management, Inc.
DECREASED5,1955,368-173-3%$2.0M$1.8M-$203.3K2026-10-19
Ullmann Wealth Partners Group, LLC
DECREASED5,1955,243-48-1%$2.0M$1.8M-$155.9K2026-11-02
McNaughton Wealth Management, LLC
INCREASED5,1875,062+125+2%$1.9M$1.8M-$90.5K2026-10-09
Magnolia Capital Management LTD
UNCHANGED5,1675,16700%$2.0M$1.8M-$137.0K2026-10-09
Saxony Capital Management, LLC
DECREASED5,1645,416-252-5%$2.0M$1.8M-$232.4K2026-10-15
Solitude Financial Services
INCREASED5,1565,148+8+0%$1.9M$1.8M-$133.9K2026-10-26
Lawood & Co
INCREASED5,1525,084+68+1%$1.9M$1.8M-$111.2K2026-10-09
Heck Capital Advisors, LLC
DECREASED5,13923,975-18,836-79%$9.1M$1.8M-$7.3M2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED5,1305,13000%$1.9M$1.9M$02026-11-03
Abner Herrman & Brock LLC
INCREASED5,1273,597+1,530+43%$1.4M$1.8M+$441.0K2026-10-20
Worth Asset Management, LLC
DECREASED5,1236,358-1,235-19%$2.4M$1.8M-$602.5K2026-10-07
Emergent Wealth Advisors, LLC
DECREASED5,1235,214-91-2%$2.0M$1.8M-$191.0K2026-10-09
FAI Advisors, Inc.
INCREASED5,1004,921+179+4%$1.9M$1.8M-$67.8K2026-10-27
Fishman JAY A LTD
DECREASED5,0926,442-1,350-21%$2.4M$1.8M-$645.2K2026-10-26
BayBridge Capital Group, LLC
DECREASED5,0906,180-1,090-18%$2.3M$1.8M-$546.9K2026-10-13
Morton Capital Management LLC
INCREASED5,0755,025+50+1%$1.9M$1.8M-$115.9K2026-10-23
Advisory Resource Group
INCREASED5,0694,972+97+2%$1.9M$1.8M-$97.9K2026-10-26
Motive Wealth Advisors
INCREASED5,0655,044+21+0%$1.9M$1.8M-$126.6K2026-10-26
Journey Retirement Planning & Investment Management LLC
INCREASED5,0483,369+1,679+50%$1.3M$1.8M+$500.7K2026-10-09
Lynch & Associates
INCREASED5,0484,986+62+1%$1.9M$1.8M-$110.7K2026-10-13
Archvest Wealth Advisors, Inc.
INCREASED5,0353,287+1,748+53%$1.2M$1.8M+$526.3K2026-10-29
Thor Trading Advisors, LLC
INCREASED5,0324,330+702+16%$1.6M$1.8M+$131.5K2026-11-05
Beacon Bank & Trust
DECREASED5,0315,481-450-8%$2.1M$1.8M-$303.6K2026-10-27
InTrack Investment Management Inc
INCREASED5,0253,942+1,083+27%$1.5M$1.8M+$275.6K2026-10-15
Compass Wealth Management, LLC
DECREASED5,0185,019-10%$1.9M$1.8M-$133.3K2026-10-30
Evolution Wealth Advisors, LLC
INCREASED5,0034,773+230+5%$1.8M$1.8M-$45.9K2026-11-03
Alternative Investment Advisors, Llc.
INCREASED5,0034,972+31+1%$1.9M$1.8M-$120.5K2026-11-03
Parametrica Management Ltd
DECREASED5,00010,031-5,031-50%$3.8M$1.8M-$2.0M2026-10-27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED5,0008,935-3,935-44%$3.4M$1.8M-$1.6M2026-11-06
Norway Savings Bank
INCREASED5,0004,486+514+11%$1.7M$1.8M+$61.4K2026-10-20
WealthBridge Capital Management, LLC
DECREASED4,9975,005-80%$1.9M$1.8M-$135.5K2026-10-16
Integris Wealth Management, LLC
INCREASED4,9952,336+2,659+114%$882.3K$1.8M+$871.8K2026-10-14
Advisory Solutions Group, LLC
INCREASED4,9831,272+3,711+292%$480.6K$1.7M+$1.3M2026-10-14
OceanIQ Capital, LLC
INCREASED4,9572,124+2,833+133%$883.8K$1.8M+$887.4K2026-10-19
Pekin Hardy Strauss, Inc.
DECREASED4,9484,958-100%$1.9M$1.7M-$135.2K2026-11-02
Meadowbrook Wealth Management, LLC
UNCHANGED4,9404,94000%$1.8M$1.7M-$89.7K2026-10-08
XY Planning Network, Inc.
INCREASED4,9354,764+171+4%$1.8M$1.7M-$66.4K2026-10-14
Centennial Wealth Advisory LLC
DECREASED4,9085,004-96-2%$1.9M$1.7M-$164.8K2026-10-16
Balentine LLC
DECREASED4,9079,094-4,187-46%$3.4M$1.7M-$1.7M2026-11-03
Navigation Group, LLC
INCREASED4,9064,793+113+2%$1.8M$1.7M-$87.6K2026-10-28
Box Hill Private Wealth LLC
DECREASED4,9034,991-88-2%$1.9M$1.7M-$163.4K2026-10-05
Alliance Wealth Advisors, LLC
DECREASED4,9015,301-400-8%$2.0M$1.7M-$281.3K2026-10-28
Inlet Private Wealth, LLC
UNCHANGED4,8834,88300%$1.8M$1.7M-$129.7K2026-10-21
Cassia Capital Partners, LLC
DECREASED4,8814,887-60%$1.8M$1.7M-$132.0K2026-11-04
Marion Wealth Management
INCREASED4,8784,817+61+1%$1.8M$1.7M-$106.7K2026-10-22
FDx Advisors, Inc.
INCREASED4,8724,399+473+11%$1.7M$1.7M+$49.0K2026-11-05
Redmond Asset Management, LLC
DECREASED4,8614,931-70-1%$1.9M$1.7M-$155.6K2026-10-27
Prescott Group Capital Management, L.L.C.
UNCHANGED4,8554,85500%$1.8M$1.7M-$128.9K2026-10-30
Owl Creek Wealth Partners LLC
INCREASED4,8454,740+105+2%$1.8M$1.7M-$89.0K2026-10-20
Ebert Capital Management Inc.
INCREASED4,8103,983+827+21%$1.5M$1.7M+$184.6K2026-10-08
August Group Capital Ltd
DECREASED4,8054,811-60%$1.8M$1.7M-$129.9K2026-10-14
Gallagher Capital Advisors, LLC
INCREASED4,8044,770+34+1%$1.8M$1.7M-$80.9K2026-10-09
Portus Wealth Advisors, LLC
DECREASED4,8015,091-290-6%$1.9M$1.7M-$237.1K2026-10-13
Shelton Wealth Management, LLC
INCREASED4,7753,852+923+24%$1.5M$1.7M+$221.9K2026-10-16
Integrity Advisory Solutions, LLC
DECREASED4,7735,001-228-5%$1.9M$1.7M-$212.7K2026-10-29
Arwa LLC
DECREASED4,7504,826-76-2%$1.8M$1.7M-$110.0K2026-10-21
Corps Capital Advisors, LLC
UNCHANGED4,7444,74400%$1.8M$1.7M-$126.0K2026-11-05
Silvia Mccoll Wealth Management, LLC
UNCHANGED4,7344,73400%$1.8M$1.7M-$125.7K2026-10-07
Gill Capital Partners, LLC
UNCHANGED4,7304,73000%$1.8M$1.7M-$125.6K2026-10-13
Worthington Financial Partners, LLC
INCREASED4,7274,678+49+1%$1.8M$1.7M-$107.2K2026-10-13
Connecticut Capital Management Group, LLC
INCREASED4,7084,602+106+2%$1.7M$1.7M-$85.0K2026-10-29
Uniting Wealth Partners, LLC
INCREASED4,6974,025+672+17%$1.5M$1.6M+$129.1K2026-11-06
Lantern Wealth Advisors, LLC
INCREASED4,6794,482+197+4%$1.7M$1.6M-$50.1K2026-10-22
RVW Wealth, LLC
INCREASED4,6633,600+1,063+30%$1.4M$1.6M+$277.7K2026-10-06
Kellett Wealth Advisors, LLC
INCREASED4,6554,567+88+2%$1.7M$1.6M-$90.3K2026-10-15
Revisor Wealth Management LLC
INCREASED4,6503,549+1,101+31%$1.3M$1.5M+$207.9K2026-10-20
Aries Wealth Management
INCREASED4,6474,102+545+13%$1.5M$1.6M+$82.4K2026-10-23
Barings LLC
DECREASED4,6425,036-394-8%$1.9M$1.6M-$272.1K2026-10-22
Beacon Capital Management, LLC
INCREASED4,6404,492+148+3%$1.7M$1.6M-$67.4K2026-10-23
Paulson Wealth Management Inc.
DECREASED4,6384,705-67-1%$1.8M$1.6M-$148.5K2026-11-02
Sutton Place Investors LLC
INCREASED4,6334,263+370+9%$1.6M$1.6M+$16.7K2026-10-20
Accredited Investors Inc.
DECREASED4,6075,192-585-11%$2.0M$1.6M-$343.3K2026-11-03
Catalyst Private Wealth, LLC
INCREASED4,6054,382+223+5%$1.7M$1.6M-$38.1K2026-10-13
Flynn Zito Capital Management, LLC
INCREASED4,5884,472+116+3%$1.7M$1.6M-$77.9K2026-11-04
Wealthcare Capital Partners, LLC
INCREASED4,5864,407+179+4%$1.7M$1.6M-$54.1K2026-10-21
Unique Wealth, LLC
DECREASED4,5864,603-170%$1.7M$1.6M-$128.2K2026-10-16
Carlson Financial, Inc.
DECREASED4,5824,646-64-1%$1.8M$1.6M-$147.5K2026-11-05
Apeiron RIA LLC
INCREASED4,5751,819+2,756+152%$687.0K$1.6M+$885.1K2026-10-08
Abacus Planning Group, Inc.
INCREASED4,5504,326+224+5%$1.6M$1.6M-$36.2K2026-11-02
Genesis Private Wealth, LLC
INCREASED4,5484,390+158+4%$1.7M$1.6M-$61.1K2026-11-02
Clark Financial Services Group Inc
INCREASED4,5444,379+165+4%$1.7M$1.6M-$58.4K2026-10-19
MRA Advisory Group
DECREASED4,5364,695-159-3%$1.8M$1.6M-$180.6K2026-10-07
Pilgrim Partners Asia Pte Ltd
INCREASED4,5284,120+408+10%$1.6M$1.6M+$33.9K2026-10-29
Quantum Financial Advisors, LLC
INCREASED4,5163,639+877+24%$1.4M$1.6M+$211.3K2026-11-03
Braun-Bostich & Associates Inc.
DECREASED4,4754,665-190-4%$1.8M$1.6M-$190.6K2026-10-20
TFB Advisors LLC
INCREASED4,4744,356+118+3%$1.6M$1.6M-$74.3K2026-11-02
Advisor Resource Council
DECREASED4,4735,005-532-11%$1.9M$1.6M-$251.6K2026-11-05
Lpwm LLC
DECREASED4,4664,750-284-6%$1.8M$1.6M-$225.9K2026-10-20
Aventus Investment Advisors, Inc.
INCREASED4,4644,256+208+5%$1.6M$1.6M-$40.0K2026-10-09
Spartan Planning & Wealth Management
DECREASED4,4625,752-1,290-22%$2.2M$1.6M-$605.6K2026-10-13
Wealth Group, Ltd.
DECREASED4,46115,435-10,974-71%$5.8M$1.6M-$4.3M2026-10-30
Code Waechter LLC
INCREASED4,4613,910+551+14%$1.5M$1.6M+$89.7K2026-10-23
Global Trust Asset Management, LLC
INCREASED4,4614,263+198+5%$1.6M$1.6M-$43.4K2026-10-19
Investment Management Trust, LLC
INCREASED4,4564,433+23+1%$1.7M$1.6M-$109.6K2026-11-05
Harbor Capital Advisors, Inc.
NEW4,452—+4,452——$1.6M—2026-10-22
Embree Financial Group
INCREASED4,4474,263+184+4%$1.6M$1.6M-$48.6K2026-10-22
Patrick M Sweeney & Associates, Inc
DECREASED4,4464,448-20%$1.7M$1.6M-$118.7K2026-10-22
Capital Wealth Alliance, LLC
INCREASED4,4323,128+1,304+42%$1.2M$1.6M+$375.1K2026-10-20
Midland Wealth Advisors, LLC
DECREASED4,4324,467-35-1%$1.7M$1.6M-$130.9K2026-10-26
PKS Advisory Services, LLC
UNCHANGED4,4314,43100%$1.7M$1.7M$02026-10-26
Telos Capital Management, Inc.
INCREASED4,4284,011+417+10%$1.5M$1.6M+$39.9K2026-11-02
MV Capital Management, Inc.
DECREASED4,4284,474-46-1%$1.7M$1.6M-$135.0K2026-10-29
Hill Island Financial LLC
INCREASED4,4164,355+61+1%$1.6M$1.6M-$94.3K2026-10-20
Focus Wealth Advisors, LLC
INCREASED4,4124,410+2+0%$1.7M$1.5M-$116.4K2026-10-14
Guidance Point Advisors, LLC
INCREASED4,4074,402+5+0%$1.7M$1.5M-$115.2K2026-10-15
Shariaportfolio, Inc.
DECREASED4,4048,902-4,498-51%$3.4M$1.5M-$1.8M2026-10-20
Intergy Private Wealth, LLC
DECREASED4,4044,444-40-1%$1.7M$1.5M-$132.1K2026-10-16
Corda Investment Management, Llc.
INCREASED4,3984,231+167+4%$1.6M$1.5M-$53.7K2026-10-22
Cypress Point Wealth Management, LLC
DECREASED4,3894,622-233-5%$1.7M$1.5M-$204.7K2026-11-03
Walled Lake Planning & Wealth Management, LLC
INCREASED4,3854,337+48+1%$1.6M$1.5M-$98.2K2026-10-29
Bluedoor Private Wealth, LLC
INCREASED4,3624,349+13+0%$1.6M$1.5M-$110.9K2026-11-05
Greenfield Savings Bank
INCREASED4,3544,191+163+4%$1.6M$1.5M-$54.1K2026-10-07
365 WMG Private Fund I: Primus Fund LLC
NEW4,347—+4,347——$1.5M—2026-10-20
Axecap Investments, LLC
DECREASED4,34711,973-7,626-64%$4.5M$1.5M-$3.0M2026-10-20
Keudell ison Wealth Management
DECREASED4,3454,416-71-2%$1.7M$1.5M-$142.2K2026-10-16
Peterson Wealth Management
DECREASED4,34211,177-6,835-61%$4.2M$1.5M-$2.7M2026-11-06
Fulcrum Wealth Advisors, LLC
DECREASED4,3338,259-3,926-48%$3.1M$1.5M-$1.6M2026-10-16
Hilton Head Capital Partners, LLC
DECREASED4,3275,663-1,336-24%$2.1M$1.5M-$619.8K2026-10-23
Optivise Advisory Services LLC
INCREASED4,3224,008+314+8%$1.5M$1.5M+$3.7K2026-10-19
Elevated Private Wealth, LLC
DECREASED4,3194,404-85-2%$1.7M$1.5M-$146.8K2026-10-15
Trail Ridge Investment Advisors, LLC
DECREASED4,3094,855-546-11%$1.8M$1.5M-$320.7K2026-10-16
Steinberganna Wealth Management
DECREASED4,3074,915-608-12%$1.9M$1.5M-$344.1K2026-10-23
Cape Investment Advisory, Inc.
INCREASED4,3052,087+2,218+106%$788.4K$1.5M+$723.3K2026-10-13
Benin Management Corp
UNCHANGED4,3014,30100%$1.6M$1.5M-$114.2K2026-10-22
Firethorn Wealth Partners, LLC
INCREASED4,2994,163+136+3%$1.6M$1.5M-$63.1K2026-10-14
Richardson Financial Services Inc.
INCREASED4,2884,100+188+5%$1.5M$1.5M-$42.9K2026-10-30
Avail Investment Partners, LLC
INCREASED4,2864,181+105+3%$1.6M$1.5M-$74.1K2026-10-16
Gilman Hill Asset Management, LLC
INCREASED4,2803,954+326+8%$1.5M$1.5M+$9.7K2026-10-13
Sidoxia Capital Management, LLC
INCREASED4,2594,135+124+3%$1.6M$1.5M-$66.3K2026-10-28
waypoint wealth counsel
INCREASED4,2543,816+438+11%$1.4M$1.5M+$52.5K2026-10-22
Key Client Fiduciary Advisors, LLC
DECREASED4,2474,344-97-2%$1.6M$1.5M-$149.5K2026-10-19
Whitener Capital Management, Inc.
INCREASED4,2233,594+629+18%$1.4M$1.5M+$125.4K2026-10-15
Cannon Advisors, Inc.
DECREASED4,2194,252-33-1%$1.7M$1.5M-$147.0K2026-10-14
Carnegie Lake Advisors LLC
DECREASED4,2127,290-3,078-42%$2.8M$2.6M-$138.5K2026-11-03
TSG Advice Partners, LLC
NEW4,209—+4,209——$1.6M—2026-10-29
Verity Asset Management, Inc.
INCREASED4,2074,088+119+3%$1.5M$1.5M-$66.7K2026-10-30
Rose Capital Advisors LLC
INCREASED4,194801+3,393+424%$302.5K$1.5M+$1.2M2026-11-04
Fulcrum Equity Management
INCREASED4,1933,667+526+14%$1.4M$1.5M+$87.4K2026-10-21
Total Wealth Planning & Management, Inc.
DECREASED4,1884,198-100%$1.6M$1.5M-$115.0K2026-10-23
RW Investment Management LLC
DECREASED4,1834,200-170%$1.6M$1.5M-$117.5K2026-11-03
MFA Wealth Services
DECREASED4,1824,330-148-3%$1.6M$1.5M-$166.8K2026-10-14
Weaver Consulting Group
INCREASED4,1603,785+375+10%$1.4M$1.5M+$31.2K2026-10-07
Smith Shellnut Wilson LLC
DECREASED4,1574,299-142-3%$1.6M$1.5M-$164.1K2026-10-21
Cox Capital Mgt LLC
DECREASED4,1464,171-25-1%$1.6M$1.5M-$119.5K2026-10-07
Coyle Financial Counsel LLC
DECREASED4,1424,288-146-3%$1.6M$1.5M-$165.2K2026-10-28
DecisionMap Wealth Management, LLC
DECREASED4,1394,463-324-7%$1.7M$1.5M-$232.3K2026-10-29
Cyr Financial Inc.
INCREASED4,1353,839+296+8%$1.5M$1.5M+$2.1K2026-10-16
Mascagni Wealth Management, Inc.
INCREASED4,1233,989+134+3%$1.5M$1.4M-$59.0K2026-10-23
Ipswich Investment Management Co., Inc.
UNCHANGED4,1124,11200%$1.6M$1.4M-$109.2K2026-10-13
Westwind Capital
DECREASED4,1094,187-78-2%$1.6M$1.4M-$139.0K2026-10-08
Opinicus Capital, Inc.
DECREASED4,0964,139-43-1%$1.6M$1.4M-$125.0K2026-10-28
Keystone Wealth Services, LLC
INCREASED4,0893,992+97+2%$1.5M$1.5M-$56.0K2026-11-03
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED4,0824,208-126-3%$1.6M$1.4M-$156.0K2026-11-03
Essex LLC
INCREASED4,0603,996+64+2%$1.5M$1.4M-$83.7K2026-10-14
Southern Michigan Bank & Trust
INCREASED4,0594,036+23+1%$1.5M$1.4M-$99.1K2026-10-19
Jeter Robert S II
INCREASED4,0482,195+1,853+84%$877.9K$1.4M+$568.6K2026-10-16
Machina Capital S.A.S.
DECREASED4,0478,547-4,500-53%$3.2M$1.4M-$1.8M2026-11-05
City Center Advisors, LLC
INCREASED4,0402,777+1,263+45%$1.0M$1.4M+$369.8K2026-10-08
Union Savings Bank
DECREASED4,0324,340-308-7%$1.6M$1.4M-$223.4K2026-10-14
Mission Financial Group, LLC
INCREASED4,0324,020+12+0%$1.5M$1.4M-$102.8K2026-10-21
West Bancorporation Inc
INCREASED4,0301,135+2,895+255%$428.7K$1.4M+$986.6K2026-10-29
Associated Banc-Corp
DECREASED4,0304,837-807-17%$1.8M$1.4M-$411.9K2026-10-30
Capital Planning LLC
DECREASED4,0304,144-114-3%$1.6M$1.4M-$150.1K2026-10-09
Gainline Financial Partners, LLC
DECREASED4,0224,180-158-4%$1.6M$1.4M-$166.4K2026-10-15
Riverwater Partners LLC
INCREASED3,9873,862+125+3%$1.5M$1.4M-$58.7K2026-11-03
Fourpath Capital Management, LLC
DECREASED3,9864,252-266-6%$1.6M$1.4M-$206.4K2026-10-19
Plan A Wealth LLC
INCREASED3,9783,975+3+0%$1.5M$1.4M-$104.5K2026-10-08
Acropolis Investment Management, LLC
INCREASED3,9733,587+386+11%$1.4M$1.4M+$40.0K2026-10-08
Orser Capital Management, LLC
INCREASED3,9243,627+297+8%$1.4M$1.4M+$8.0K2026-10-13
Samalin Investment Counsel, LLC
INCREASED3,9243,921+3+0%$1.5M$1.4M-$103.0K2026-10-23
Guild Investment Management, Inc.
UNCHANGED3,9203,92000%$1.5M$1.4M-$104.1K2026-11-03
Cottage Street Advisors LLC
DECREASED3,9173,984-67-2%$1.5M$1.4M-$129.6K2026-10-19
LJI Wealth Management, LLC
DECREASED3,9134,157-244-6%$1.6M$1.4M-$196.1K2026-10-28
Copper Harbor Investment Advisors, LLC
DECREASED3,9074,200-293-7%$1.6M$1.4M-$214.5K2026-10-16
MeadowBrook Investment Advisors LLC
DECREASED3,8913,916-25-1%$1.5M$1.3M-$221.5K2026-10-29
Tributary Capital Management, LLC
DECREASED3,8904,500-610-14%$1.7M$1.4M-$333.7K2026-10-28
Reyes Financial Architecture, Inc.
DECREASED3,8883,905-170%$1.5M$1.4M-$110.0K2026-10-22
Granville Capital, Inc.
INCREASED3,8783,498+380+11%$1.3M$1.4M+$40.5K2026-11-05
TCP Asset Management, LLC
INCREASED3,8783,521+357+10%$1.3M$1.4M+$47.0K2026-10-14
Clarity Wealth Advisors, LLC
DECREASED3,8763,949-73-2%$1.5M$1.4M-$130.5K2026-10-21
Everett Harris & Co
INCREASED3,8743,822+52+1%$1.4M$1.4M-$83.3K2026-10-28
JGP Wealth Management, LLC
INCREASED3,8743,849+25+1%$1.5M$1.4M-$93.1K2026-10-13
Solidarity Wealth, LLC
DECREASED3,8703,923-53-1%$1.5M$1.4M-$122.8K2026-10-15
Accuvest Global Advisors
DECREASED3,8335,751-1,918-33%$2.2M$1.3M-$826.0K2026-11-04
Tandem Capital Management Corp
INCREASED3,7953,775+20+1%$1.4M$1.3M-$93.2K2026-10-22
Salomon & Ludwin, LLC
DECREASED3,7893,902-113-3%$1.4M$1.3M-$110.5K2026-10-29
S.E.E.D. Planning Group LLC
INCREASED3,7872,050+1,737+85%$774.2K$1.3M+$555.7K2026-10-07
Lakeshore Capital Group, Inc.
INCREASED3,7803,379+401+12%$1.3M$1.3M+$51.0K2026-10-20
National Wealth Management Group, LLC
DECREASED3,7704,923-1,153-23%$1.9M$1.3M-$535.7K2026-10-26
Harold Davidson & Associates Inc.
NEW3,768—+3,768——$1.3M—2026-10-29
Focused Alpha, LLC
DECREASED3,7575,052-1,295-26%$1.9M$1.3M-$588.8K2026-10-20
Argus Investors' Counsel, Inc.
INCREASED3,7513,645+106+3%$1.4M$1.3M-$59.6K2026-10-09
Physician Wealth Advisors, Inc.
INCREASED3,7493,363+386+11%$1.3M$1.3M+$46.3K2026-10-20
Crusonia Wealth Advisors LLC
DECREASED3,7423,905-163-4%$1.5M$1.3M-$160.9K2026-10-26
Cherrydale Wealth Management, LLC
INCREASED3,7353,716+19+1%$1.4M$1.3M-$91.9K2026-10-20
UMB Private Wealth Management, LLC
NEW3,732—+3,732——$1.3M—2026-10-19
IVC Wealth Advisors LLC
DECREASED3,7183,736-180%$1.4M$1.3M-$105.6K2026-10-23
Fiduciary Financial Group, LLC
INCREASED3,7063,582+124+3%$1.4M$1.3M-$51.6K2026-10-13
Clark Wealth Partners
INCREASED3,6873,630+57+2%$1.4M$1.3M-$76.3K2026-10-19
Blodgett Wealth Advisors, LLC
INCREASED3,6713,647+24+1%$1.4M$1.3M-$88.4K2026-10-23
Prevail Innovative Wealth Advisors, LLC
INCREASED3,6561,857+1,799+97%$701.4K$1.4M+$675.1K2026-10-20
Finer Wealth Management, Inc.
INCREASED3,6503,643+7+0%$1.4M$1.3M-$94.4K2026-10-16
MFG Wealth Management, Inc.
INCREASED3,6473,286+361+11%$1.2M$1.3M+$39.5K2026-10-09
Financial Insights, Inc.
INCREASED3,6373,586+51+1%$1.4M$1.3M-$77.3K2026-10-27
Signature Resources Capital Management, LLC
INCREASED3,634831+2,803+337%$314.0K$1.3M+$962.3K2026-10-16
Myriad Asset Management US LP
INCREASED3,6283,598+30+1%$1.4M$1.3M-$85.0K2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED3,6083,632-24-1%$1.4M$1.3M-$104.8K2026-10-26
Stableford Capital II LLC
DECREASED3,5776,453-2,876-45%$2.4M$1.3M-$1.2M2026-10-09
Voisard Asset Management Group, Inc.
INCREASED3,5763,264+312+10%$1.2M$1.3M+$22.9K2026-10-13
WealthTrust Asset Management, LLC
INCREASED3,5683,042+526+17%$1.1M$1.3M+$103.9K2026-10-22
Graves Light Lenhart Wealth, Inc.
DECREASED3,5683,599-31-1%$1.4M$1.3M-$106.5K2026-10-09
Autumn Glory Partners, LLC
INCREASED3,5673,544+23+1%$1.3M$1.3M-$86.2K2026-10-26
Global Strategic Investment Solutions, LLC
INCREASED3,5543,470+84+2%$1.3M$1.2M-$62.7K2026-10-16
Mraz, Amerine & Associates, Inc.
INCREASED3,5523,408+144+4%$1.3M$1.2M-$39.9K2026-10-30
Genus Capital Management Inc.
DECREASED3,5486,997-3,449-49%$2.6M$1.2M-$1.4M2026-11-04
Andrews Advisory Associates, LLC
INCREASED3,5483,294+254+8%$1.2M$1.2M+$1.5K2026-10-15
JSF Financial, LLC
DECREASED3,5407,408-3,868-52%$2.8M$1.2M-$1.6M2026-10-22
WoodTrust Financial Corp
DECREASED3,5323,688-156-4%$1.4M$1.2M-$153.0K2026-10-09
Sanchez Gaunt Capital Management, LLC
INCREASED3,5183,491+27+1%$1.3M$1.2M-$83.3K2026-11-03
Cornell Pochily Investment Advisors, Inc.
DECREASED3,5033,573-70-2%$1.3M$1.2M-$119.4K2026-10-19
Sheets Smith Wealth Management
DECREASED3,5013,937-436-11%$1.5M$1.2M-$257.8K2026-10-16
Paragon Capital Management Inc
INCREASED3,4993,490+9+0%$1.3M$1.2M-$89.5K2026-10-15
Syverson Strege & Co
DECREASED3,4973,684-187-5%$1.4M$1.2M-$163.5K2026-11-02
Cascade Investment Group, Inc.
UNCHANGED3,4963,49600%$1.3M$1.2M-$92.9K2026-10-13
Luts & Greenleigh Group, Inc.
DECREASED3,4933,596-103-3%$1.4M$1.2M-$131.7K2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED3,4933,49300%$1.3M$1.2M-$92.7K2026-10-23
Brooklyn FI, LLC
INCREASED3,489582+2,907+499%$230.9K$1.1M+$904.7K2026-11-05
GFG Capital, LLC
INCREASED3,4893,448+41+1%$1.3M$1.2M-$77.2K2026-10-16
Rise Advisors, LLC
INCREASED3,4863,297+189+6%$1.2M$1.2M-$21.4K2026-10-16
Shum Financial Group, Inc.
INCREASED3,4853,149+336+11%$1.2M$1.2M+$34.4K2026-10-13
Montis Financial, LLC
INCREASED3,4753,267+208+6%$1.2M$1.2M-$13.5K2026-11-04
Opal Wealth Advisors, LLC
INCREASED3,4623,134+328+10%$1.2M$1.2M+$32.0K2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED3,4601,167+2,293+196%$441.1K$1.2M+$774.1K2026-10-16
Grey Fox Wealth Advisors, LLC
INCREASED3,4552,784+671+24%$1.1M$1.2M+$161.7K2026-11-03
Arlington Capital Management Inc
DECREASED3,4543,481-27-1%$1.3M$1.2M-$101.8K2026-10-30
Watershed Private Wealth LLC
INCREASED3,4481,660+1,788+108%$627.1K$1.2M+$583.8K2026-10-30
World Equity Group, Inc.
DECREASED3,4469,660-6,214-64%$3.6M$1.2M-$2.4M2026-10-14
Lord & Richards Wealth Management, LLC
DECREASED3,4333,437-40%$1.3M$1.2M-$92.6K2026-10-14
Invested Advisors
DECREASED3,4293,485-56-2%$1.3M$1.2M-$112.2K2026-10-23
Fermata Advisors, LLC
INCREASED3,4273,164+263+8%$1.2M$1.2M+$8.4K2026-10-13
Fortress Financial Solutions, LLC
NEW3,425—+3,425——$1.2M—2026-10-14
Midwest Financial Group LLC
INCREASED3,4243,148+276+9%$1.2M$1.2M+$13.2K2026-10-15
Compass Ion Advisors, LLC
INCREASED3,4232,495+928+37%$942.3K$1.2M+$259.6K2026-10-23
Catalyst Capital Advisors LLC
INCREASED3,4232,671+752+28%$1.0M$1.2M+$193.2K2026-11-02
Morton Brown Family Wealth, LLC
DECREASED3,4193,444-25-1%$1.3M$1.2M-$100.3K2026-10-23
Cap Partners, LLC
INCREASED3,4152,929+486+17%$1.1M$1.2M+$92.8K2026-10-19
Pinnacle Bancorp, Inc.
INCREASED3,4113,234+177+5%$1.2M$1.2M-$23.7K2026-10-21
Transcendent Capital Group LLC
UNCHANGED3,4073,40700%$1.3M$1.2M-$90.4K2026-10-28
Lodestone Wealth Management LLC
INCREASED3,4063,309+97+3%$1.2M$1.2M-$53.9K2026-10-14
Heartwood Wealth Advisors LLC
INCREASED3,4033,224+179+6%$1.2M$1.2M-$22.8K2026-10-05
Keeler Thomas Management LLC
INCREASED3,3953,378+17+1%$1.3M$1.2M-$84.0K2026-10-29
Schneider Downs Wealth Management Advisors, LP
INCREASED3,3722,721+651+24%$1.0M$1.2M+$156.5K2026-10-27
LEE Danner & Bass Inc
DECREASED3,3703,411-41-1%$1.3M$1.2M-$105.0K2026-10-27
ANB Bank
DECREASED3,3643,532-168-5%$1.3M$1.2M-$152.8K2026-10-09
Capstone Wealth Management Group, Inc.
INCREASED3,3633,360+3+0%$1.3M$1.2M-$88.2K2026-10-19
Capstone Wealth Management, LLC
INCREASED3,3582,833+525+19%$1.1M$1.2M+$109.0K2026-11-02
Broadway Wealth Solutions, Inc.
INCREASED3,3513,207+144+4%$1.2M$1.2M-$34.5K2026-10-21
Churchill Financial Advisors, LLC
INCREASED3,3423,127+215+7%$1.2M$1.2M-$7.5K2026-10-20
Fortitude Family Office, LLC
INCREASED3,3143,019+295+10%$1.1M$1.2M+$23.4K2026-10-14
Nolet Wealth Management, LLC
DECREASED3,3043,310-60%$1.3M$1.2M-$90.0K2026-10-15
Eurizon SLJ Capital Ltd
DECREASED3,3033,513-210-6%$1.3M$1.2M-$167.1K2026-11-06
JFS Wealth Advisors, LLC
DECREASED3,3033,449-146-4%$1.3M$1.2M-$142.9K2026-11-03
Selective Wealth Management, Inc.
INCREASED3,2942,394+900+38%$887.9K$1.1M+$246.1K2026-10-16
Kaufman Rossin Wealth, LLC
INCREASED3,2882,761+527+19%$1.1M$1.2M+$47.2K2026-10-19
Market Street Wealth Management Advisors LLC
INCREASED3,2783,059+219+7%$1.2M$1.2M-$4.3K2026-10-09
Ridgecrest Wealth Partners, LLC
DECREASED3,27711,239-7,962-71%$4.2M$1.2M-$3.1M2026-10-19
Palisade Asset Management, LLC
INCREASED3,2763,248+28+1%$1.2M$1.2M-$76.4K2026-11-03
Vicus Capital
DECREASED3,2663,877-611-16%$1.5M$1.1M-$317.8K2026-11-05
Brown Wealth Management, LLC
INCREASED3,2422,993+249+8%$1.1M$1.1M+$8.0K2026-10-20
Instrumental Wealth, LLC
INCREASED3,2372,763+474+17%$1.0M$1.1M+$93.3K2026-10-20
Krane Financial Solutions LLC
INCREASED3,2343,218+16+1%$1.2M$1.1M-$79.9K2026-10-30
Salvus Wealth Management, LLC
INCREASED3,2323,120+112+4%$1.2M$1.1M-$43.5K2026-10-13
Southland Equity Partners LLC
DECREASED3,2283,354-126-4%$1.3M$1.1M-$133.3K2026-10-14
Yoder Wealth Management, Inc.
INCREASED3,2273,159+68+2%$1.2M$1.1M-$60.0K2026-10-13
Bay Capital Advisors, LLC
DECREASED3,2243,400-176-5%$1.3M$1.1M-$152.1K2026-10-16
Lantz Financial LLC
DECREASED3,2063,482-276-8%$1.3M$1.1M-$189.3K2026-10-15
Northland Securities, Inc.
UNCHANGED3,2003,20000%$1.2M$1.1M-$85.0K2026-11-02
Williams & Novak Wealth Management, LLC
DECREASED3,1953,314-119-4%$1.3M$1.1M-$129.9K2026-10-09
Client 1ST Advisory Group, LLC
DECREASED3,1873,774-587-16%$1.4M$1.1M-$306.4K2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED3,1842,717+467+17%$1.0M$1.1M+$91.7K2026-10-16
RKL Wealth Management LLC
DECREASED3,1683,684-516-14%$1.4M$1.1M-$278.8K2026-10-16
Financial Planning Hawaii, Inc.
INCREASED3,1513,048+103+3%$1.2M$1.1M-$44.8K2026-10-13
Powell Investment Advisors, LLC
UNCHANGED3,1453,14500%$1.2M$1.1M-$83.5K2026-10-22
Nichols & Pratt Advisers LLP
UNCHANGED3,1423,14200%$1.2M$1.1M-$107.2K2026-10-13
Mosley Wealth Management
INCREASED3,1373,078+59+2%$1.2M$1.1M-$82.7K2026-10-16
Piedmont Capital Management, LLC
DECREASED3,1213,129-80%$1.2M$1.1M-$85.9K2026-10-21
Armstrong Advisory Group, Inc
INCREASED3,1142,813+301+11%$1.1M$1.1M+$31.2K2026-10-09
KFG Wealth Management, LLC
DECREASED3,1113,874-763-20%$1.5M$1.1M-$370.8K2026-10-16
Strategic Family Wealth Counselors, L.L.C.
DECREASED3,0973,130-33-1%$1.2M$1.1M-$94.7K2026-10-29
Newport Capital Group, LLC
NEW3,096—+3,096——$1.2M—2026-10-16
Creekside Partners
INCREASED3,0943,092+2+0%$1.2M$1.1M-$81.4K2026-11-04
Crescent Sterling, Ltd.
NEW3,093—+3,093——$1.1M—2026-10-16
Vestia Personal Wealth Advisors
INCREASED3,0752,155+920+43%$814.1K$1.1M+$265.7K2026-10-20
Bangor Savings Bank
DECREASED3,0714,449-1,378-31%$1.7M$1.1M-$602.1K2026-10-06
Polaris Financial Partners
NEW3,065—+3,065——$1.1K—2026-10-02
Cornerstone Planning Group LLC
INCREASED3,0642,987+77+3%$1.2M$1.1M-$77.4K2026-10-16
Acorn Creek Capital LLC
DECREASED3,0623,143-81-3%$1.2M$1.1M-$112.1K2026-11-05
Douglas Lane & Associates, LLC
DECREASED3,0493,912-863-22%$1.5M$1.1M-$407.3K2026-10-09
Breakwater Capital Group
DECREASED3,0413,126-85-3%$1.2M$1.1M-$112.9K2026-10-09
Summit Place Financial Advisors, LLC
DECREASED3,0323,728-696-19%$1.4M$1.1M-$343.4K2026-10-23
Pachira Investments Inc.
INCREASED3,0271,675+1,352+81%$632.9K$1.1M+$430.1K2026-10-14
Lifestyle Asset Management, Inc.
INCREASED3,0252,762+263+10%$1.0M$1.1M+$19.0K2026-10-20
Smith Chas P & Associates PA Cpas
DECREASED2,9973,357-360-11%$1.3M$985.4K-$282.6K2026-10-22
Intelligence Driven Advisers, LLC
INCREASED2,9962,730+266+10%$1.0M$1.1M+$20.9K2026-10-09
Independent Wealth Network Inc.
DECREASED2,9963,054-58-2%$1.2M$1.1M-$101.4K2026-10-19
Accelerate Investment Advisors LLC
DECREASED2,9953,102-107-3%$1.2M$1.1M-$119.7K2026-11-02
Myecfo, LLC
UNCHANGED2,9902,99000%$1.1M$1.1M-$79.4K2026-10-14
Weil Company, Inc.
DECREASED2,9843,085-101-3%$1.2M$1.0M-$117.5K2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED2,9822,98200%$1.1M$1.0M-$79.2K2026-10-15
TriaGen Wealth Management LLC
UNCHANGED2,9812,98100%$1.1M$1.0M-$79.2K2026-10-14
Strata Wealth Advisors, LLC
INCREASED2,9742,844+130+5%$1.1M$1.0M-$29.9K2026-10-16
Victrix Investment Advisors
INCREASED2,9742,960+14+0%$1.1M$1.0M-$73.6K2026-10-13
Wetzel Investment Advisors, Inc.
INCREASED2,9722,941+31+1%$1.1M$1.0M-$67.2K2026-10-13
Miller Howard Investments Inc
DECREASED2,9693,109-140-4%$1.2M$1.0M-$131.6K2026-10-26
True Private Wealth Advisors
DECREASED2,9603,157-197-6%$1.2M$1.0M-$152.8K2026-10-19
Pathway Financial Advisors LLC
UNCHANGED2,9602,96000%$1.1M$1.0M-$27.4K2026-10-07
Demars Financial Group, LLC
INCREASED2,9572,895+62+2%$1.1M$1.0M-$55.2K2026-10-22
Howard Capital Management Group, LLC
DECREASED2,9443,546-602-17%$1.3M$1.0M-$305.6K2026-10-16
Pullen Investment Management, LLC
DECREASED2,9442,981-37-1%$1.1M$1.0M-$92.2K2026-10-23
Omnitrust Wealth Management, Inc
NEW2,941—+2,941——$1.0M—2026-11-02
Investment Partners Asset Management, Inc.
DECREASED2,9342,947-130%$1.1M$1.0M-$82.8K2026-10-09
Hudock, Inc.
INCREASED2,9302,683+247+9%$1.0M$1.0M+$15.5K2026-10-14
Advus Financial Partners, LLC
DECREASED2,9242,947-23-1%$1.1M$1.0M-$86.4K2026-10-20
Persium Advisors, LLC
INCREASED2,9142,733+181+7%$1.0M$1.0M-$9.0K2026-10-07
LightSquare Wealth Management, LLC
INCREASED2,9132,761+152+6%$1.0M$1.0M-$19.7K2026-11-03
Aurora Private Wealth, Inc.
INCREASED2,8972,619+278+11%$989.0K$1.0M+$28.0K2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED2,8943,542-648-18%$1.3M$1.0M-$321.7K2026-10-26
Ellis Investment Partners, LLC
INCREASED2,8932,720+173+6%$1.0M$1.0M-$11.6K2026-10-21
Altfest L J & Co Inc
DECREASED2,8907,603-4,713-62%$2.9M$1.0M-$1.9M2026-10-27
Waters Parkerson & Co., LLC
DECREASED2,8733,022-149-5%$1.1M$1.0M-$132.6K2026-11-04
Ipsen Advisor Group LLC
DECREASED2,8732,905-32-1%$1.1M$1.0M-$88.3K2026-10-29
Global Wealth Strategies & Associates
INCREASED2,8721,083+1,789+165%$409.0K$1.0M+$599.5K2026-10-02
Impact Investors, Inc
DECREASED2,8683,230-362-11%$1.2M$1.0M-$212.9K2026-11-02
Values Added Financial LLC
INCREASED2,8512,746+105+4%$1.0M$1.0M-$36.1K2026-10-28
NTV Asset Management LLC
DECREASED2,8472,957-110-4%$1.1M$999.9K-$117.1K2026-10-23
Barden Capital Management, Inc.
DECREASED2,8452,936-91-3%$1.1M$999.1K-$109.9K2026-10-09
Providence First Trust Co
DECREASED2,8433,383-540-16%$1.3M$998.4K-$279.3K2026-11-02
Walker Asset Management, LLC
DECREASED2,8392,849-100%$1.1M$997.1K-$79.1K2026-10-13
SilverOak Wealth Management LLC
DECREASED2,8372,867-30-1%$1.1M$996.3K-$86.7K2026-10-29
Turning Point Benefit Group, Inc.
DECREASED2,8325,119-2,287-45%$1.9M$973.2K-$954.6K2026-10-28
Augustine Asset Management Inc
INCREASED2,8261,826+1,000+55%$689.8K$992.5K+$302.7K2026-10-13
Brown, Lisle Ings, Inc.
DECREASED2,8242,829-50%$1.1M$991.8K-$76.9K2026-10-16
Vilga Financial Planning LLC
INCREASED2,8192,676+143+5%$1.0M$990.0K-$20.9K2026-10-09
S.A. Mason LLC
INCREASED2,8192,814+5+0%$1.1M$990.0K-$73.0K2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED2,8163,620-804-22%$1.4M$989.0K-$378.4K2026-10-26
Wiser Wealth Management, Inc
INCREASED2,8082,613+195+7%$987.1K$986.1K-$9192026-10-14
Tenet Wealth Partners, LLC
DECREASED2,8082,833-25-1%$1.1M$986.1K-$99.5K2026-10-19
Dakota Community Bank & Trust NA
INCREASED2,8072,459+348+14%$928.9K$985.8K+$56.9K2026-10-09
One Day In July LLC
INCREASED2,8072,614+193+7%$987.4K$985.8K-$1.6K2026-10-30
Foundry Financial LLC
INCREASED2,8062,459+347+14%$929.0K$985.4K+$56.3K2026-10-16
Herbst Group, LLC
INCREASED2,8002,400+400+17%$906.6K$983.3K+$76.7K2026-10-20
ERn Financial, LLC
INCREASED2,7922,590+202+8%$978.5K$980.7K+$2.2K2026-10-28
Atlas Private Wealth Advisors
DECREASED2,7892,802-130%$1.1M$979.6K-$78.7K2026-10-23
Pacific Excel Wealth Advisors, Inc.
DECREASED2,7838,981-6,198-69%$3.4M$974.0K-$2.4M2026-10-27
HMV Wealth Advisors, LLC
INCREASED2,7832,070+713+34%$781.9K$977.4K+$195.4K2026-10-27
Mainstream Capital Management LLC
DECREASED2,7812,827-46-2%$1.1M$976.7K-$91.2K2026-10-23
AXS Investments LLC
DECREASED2,7706,871-4,101-60%$2.6M$972.8K-$1.6M2026-11-04
Eagle Wealth Strategies LLC
INCREASED2,7682,596+172+7%$980.7K$972.2K-$8.5K2026-10-20
Prairie Advisory, LLC
INCREASED2,7581,428+1,330+93%$539.4K$968.6K+$429.2K2026-10-19
Nabity-Jensen Investment Management Inc
INCREASED2,7572,225+532+24%$840.5K$968.2K+$127.7K2026-10-23
Diversified Management Inc
INCREASED2,7362,370+366+15%$895.3K$960.7K+$65.4K2026-10-08
Cynosure Group, LLC
INCREASED2,7341,425+1,309+92%$538.3K$960.2K+$421.9K2026-11-03
Investors Research Corp
DECREASED2,7342,841-107-4%$1.1M$960.2K-$113.0K2026-10-07
Atwood & Palmer Inc
DECREASED2,7313,006-275-9%$1.1M$959.1K-$176.4K2026-10-08
Members Wealth LLC
INCREASED2,7312,665+66+2%$1.0M$1.0M+$21.8K2026-10-20
Welch Financial Planning, LLC
INCREASED2,7302,022+708+35%$763.9K$958.9K+$195.0K2026-11-06
Waystone Advisors LLC
UNCHANGED2,7252,72500%$1.0M$1.0M$02026-10-16
Bennett Selby Investments LP
INCREASED2,7232,706+17+1%$1.0M$956.3K-$65.9K2026-10-19
North Capital, Inc.
DECREASED2,7192,900-181-6%$1.1M$971.7K-$123.9K2026-10-16
Live Oak Investment Partners
UNCHANGED2,7182,71800%$1.0M$954.5K-$72.2K2026-10-23
Insight Inv LLC
DECREASED2,7162,726-100%$1.0M$953.8K-$75.9K2026-10-27
High Net Worth Advisory Group LLC
DECREASED2,7152,810-95-3%$1.1M$953.6K-$108.0K2026-10-26
Narus Financial Partners, LLC
DECREASED2,7062,762-56-2%$1.0M$950.3K-$93.0K2026-10-19
Pettinga Financial Advisors LLC
INCREASED2,7062,653+53+2%$1.0M$950.3K-$52.0K2026-10-13
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED2,7052,120+585+28%$800.8K$950.0K+$149.1K2026-10-16
Allied Investment Advisors, LLC
INCREASED2,6912,539+152+6%$959.1K$945.1K-$14.1K2026-10-13
jvl associates llc
INCREASED2,6912,594+97+4%$979.9K$945.1K-$34.8K2026-10-09
Legacy Wealth Partners, LLC
DECREASED2,6912,693-20%$1.0M$944.9K-$72.3K2026-10-15
Themes Management Co LLC
DECREASED2,6893,371-682-20%$1.3M$944.4K-$329.0K2026-10-29
Triumph Capital Management
INCREASED2,6882,373+315+13%$896.4K$944.8K+$48.4K2026-10-14
Tenzing Financial LLC
INCREASED2,6782,666+12+0%$996.9K$896.1K-$100.8K2026-11-03
Opus Capital Group, LLC
INCREASED2,6762,607+69+3%$985.0K$940.0K-$45.0K2026-10-30
Invenio Wealth Partners LLC
DECREASED2,6712,685-14-1%$1.0M$938.0K-$76.2K2026-10-20
Certified Advisory Corp
DECREASED2,6702,816-146-5%$1.1M$937.6K-$126.1K2026-10-29
Hutchens & Kramer Investment Management Group, LLC
INCREASED2,6602,518+142+6%$951.2K$934.2K-$17.0K2026-10-16
Eubel Brady & Suttman Asset Management Inc
INCREASED2,6532,601+52+2%$983.0K$932.0K-$51.0K2026-11-04
Tactive Advisors, LLC
INCREASED2,6511,672+979+59%$631.5K$930.9K+$299.3K2026-10-08
Old North State Wealth Management, LLC
INCREASED2,6512,513+138+5%$953.1K$934.8K-$18.2K2026-10-22
North Star Investment Management Corp.
INCREASED2,6492,338+311+13%$883.4K$930.4K+$47.1K2026-10-27
Park Capital Management, LLC / WI
INCREASED2,6442,613+31+1%$987.1K$928.6K-$58.5K2026-10-13
Gutierrez Wealth Advisory, LLC
INCREASED2,6431,093+1,550+142%$412.9K$928.4K+$515.5K2026-11-02
Echo45 Advisors LLC
INCREASED2,6392,353+286+12%$888.9K$926.7K+$37.8K2026-10-07
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED2,6392,617+22+1%$988.6K$926.9K-$61.7K2026-10-29
Arcadia Wealth Management, LLC
INCREASED2,6382,633+5+0%$994.7K$926.4K-$68.3K2026-10-22
BostonPremier Wealth LLC
INCREASED2,6302,627+3+0%$992.4K$923.7K-$68.7K2026-10-16
Alliance Wealth Advisors, LLC
INCREASED2,6272,406+221+9%$908.8K$922.5K+$13.8K2026-10-14
WMG Financial Advisors, LLC
UNCHANGED2,6182,61800%$989.0K$989.0K$02026-10-28
Baldwin Wealth Partners LLC
DECREASED2,6162,630-14-1%$993.5K$918.7K-$74.8K2026-10-13
Winnacle Wealth LLC
DECREASED2,6122,725-113-4%$1.0M$917.4K-$112.2K2026-10-15
MFA Wealth Advisors, LLC
INCREASED2,6072,587+20+1%$977.2K$915.5K-$61.7K2026-10-07
Joseph P. Lucia & Associates, LLC
INCREASED2,6052,011+594+30%$759.8K$914.8K+$155.0K2026-10-30
Ironsides Asset Advisors, LLC
INCREASED2,5982,588+10+0%$977.6K$912.4K-$65.2K2026-10-20
Phillips Financial Management, LLC
INCREASED2,5972,523+74+3%$953.1K$912.0K-$41.0K2026-10-19
Cross Staff Investments Inc
INCREASED2,5932,481+112+5%$937.3K$910.6K-$26.8K2026-10-22
Harbour Trust & Investment Management Co
DECREASED2,5922,627-35-1%$992.4K$910.3K-$82.1K2026-10-28
Pine Haven Investment Counsel, Inc
DECREASED2,5902,660-70-3%$1.0M$909.5K-$95.2K2026-11-02
Gables Capital Management Inc.
INCREASED2,5852,550+35+1%$963.3K$907.8K-$55.4K2026-11-04
Investment Advisory Services Inc
INCREASED2,5842,505+79+3%$946.2K$907.3K-$38.9K2026-10-27
Schuylkill Financial LLC
INCREASED2,5802,453+127+5%$926.7K$905.9K-$20.8K2026-10-21
SC&H Financial Advisors, Inc.
DECREASED2,5782,580-20%$974.6K$905.5K-$69.0K2026-10-14
Total Investment Management Inc
DECREASED2,5732,673-100-4%$1.0M$903.6K-$136.9K2026-10-22
Oxler Private Wealth LLC
INCREASED2,5672,562+5+0%$967.7K$901.3K-$66.4K2026-10-21
Chemistry Wealth Management LLC
INCREASED2,5622,554+8+0%$964.8K$899.6K-$65.2K2026-10-16
Northwest Wealth Management, LLC
DECREASED2,5602,598-38-1%$981.4K$899.0K-$82.3K2026-10-30
Signature Wealth Management Partners, LLC
DECREASED2,5572,757-200-7%$1.0M$898.1K-$143.5K2026-10-21
Pacific Capital Partners Ltd
DECREASED2,5553,745-1,190-32%$1.4M$897.3K-$517.4K2026-10-28
Burkett Asset Management Ltd
DECREASED2,5552,729-174-6%$1.0M$897.3K-$133.6K2026-10-13
City State Bank
INCREASED2,5542,158+396+18%$815.2K$896.9K+$81.8K2026-10-20
Arch Global Advisors, LLC
INCREASED2,5542,460+94+4%$929.3K$896.9K-$32.3K2026-10-23
Manske Wealth Management
INCREASED2,5422,540+2+0%$959.5K$892.7K-$66.8K2026-10-26
Stonebridge Financial Group, LLC
INCREASED2,5392,202+337+15%$831.8K$891.7K+$59.9K2026-10-01
Smith Thornton Advisors LLC
INCREASED2,5342,519+15+1%$967.3K$889.8K-$77.5K2026-10-16
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED2,5282,52800%$955.0K$887.8K-$67.1K2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED2,5171,817+700+39%$686.4K$883.8K+$197.4K2026-10-20
Private Management Group Inc
INCREASED2,5162,385+131+5%$900.9K$883.6K-$17.3K2026-11-04
Jnba Financial Advisors
DECREASED2,5154,308-1,793-42%$1.6M$883.2K-$744.1K2026-11-03
Fortune 45 LLC
INCREASED2,5052,343+162+7%$885.5K$879.5K-$6.0K2026-10-14
Mayfair Advisory Group, LLC
DECREASED2,5042,601-97-4%$993.4K$879.5K-$113.9K2026-10-20
Lattice Capital Management, LLC
UNCHANGED2,5002,50000%$944.4K$878.0K-$66.4K2026-11-03
Montz Harcus Wealth Management LLC
INCREASED2,4992,490+9+0%$940.7K$877.6K-$63.1K2026-10-09
WPG Advisers, LLC
INCREASED2,4972,378+119+5%$898.3K$876.9K-$21.4K2026-10-27
Tortoise Investment Management, LLC
INCREASED2,4912,363+128+5%$892.7K$874.7K-$18.1K2026-11-06
Avid Wealth Partners LLC
DECREASED2,4852,528-43-2%$955.0K$872.7K-$82.2K2026-11-03
Western Pacific Wealth Management, LP
INCREASED2,4822,407+75+3%$909.3K$871.7K-$37.6K2026-10-16
Elevation Wealth Partners, LLC
INCREASED2,4782,456+22+1%$927.8K$870.1K-$57.7K2026-10-07
Greater Midwest Financial Group, LLC
INCREASED2,4782,474+4+0%$934.7K$870.3K-$64.4K2026-10-13
Private Wealth Management Group, LLC
INCREASED2,4761,554+922+59%$587.0K$869.5K+$282.5K2026-10-19
KFA Private Wealth Group, LLC
INCREASED2,4742,120+354+17%$801.1K$869.1K+$68.0K2026-10-07
Wealth Advisors Northwest LLC
INCREASED2,4692,008+461+23%$758.5K$867.1K+$108.6K2026-10-29
TrustBank
DECREASED2,4642,489-25-1%$940.2K$865.3K-$74.9K2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED2,4602,914-454-16%$1.1M$864.0K-$236.8K2026-11-04
Leslie Global Wealth, LLC
DECREASED2,4572,573-116-5%$972.0K$862.9K-$109.1K2026-10-26
Financial Planning Navigators Corp
INCREASED2,4542,348+106+5%$886.8K$861.7K-$25.1K2026-10-14
Seed Wealth Management, Inc.
UNCHANGED2,4512,45100%$925.9K$860.8K-$65.1K2026-10-20
Inman Jager Wealth Management, LLC
DECREASED2,4472,495-48-2%$942.5K$859.4K-$83.1K2026-11-05
Green Ridge Wealth Planning LLC
INCREASED2,4432,050+393+19%$774.4K$858.0K+$83.6K2026-10-08
Affinity Capital Advisors, LLC
INCREASED2,4402,155+285+13%$805.8K$882.2K+$76.4K2026-10-13
WJ Wealth Management, LLC
INCREASED2,4352,235+200+9%$844.3K$855.2K+$10.9K2026-11-03
Diligent Investors, LLC
INCREASED2,4352,357+78+3%$890.5K$855.1K-$35.4K2026-10-21
Essential Partners LLC
DECREASED2,4342,622-188-7%$990.5K$854.8K-$135.7K2026-10-14
Avity Investment Management Inc.
DECREASED2,4322,637-205-8%$996.1K$854.1K-$142.0K2026-10-09
Mach-1 Financial Group, LLC
DECREASED2,4302,501-71-3%$944.8K$853.4K-$91.4K2026-11-06
Sather Financial Group Inc
DECREASED2,4282,548-120-5%$962.6K$852.7K-$109.9K2026-10-30
Kraft, Davis & Associates, LLC
INCREASED2,4262,176+250+11%$845.6K$814.8K-$30.8K2026-10-21
TruNorth Capital Management, LLC
INCREASED2,4201,895+525+28%$715.8K$849.9K+$134.0K2026-10-14
Gilbert Capital Group, Inc.
UNCHANGED2,4202,42000%$914.2K$849.9K-$64.3K2026-10-28
American Institute for Advanced Investment Management, LLP
DECREASED2,4172,467-50-2%$931.9K$848.8K-$83.1K2026-11-03
Tctc Holdings, LLC
DECREASED2,4162,566-150-6%$969.3K$848.5K-$120.8K2026-11-02
LMG Wealth Partners, LLC
INCREASED2,4121,618+794+49%$611.2K$847.1K+$235.9K2026-11-05
Wealth Group Ltd
INCREASED2,4122,366+46+2%$893.8K$856.6K-$37.1K2026-10-07
Atlas Brown,Inc.
INCREASED2,4112,387+24+1%$901.6K$846.7K-$54.9K2026-10-09
Cora Capital Advisors LLC
INCREASED2,4102,398+12+1%$905.7K$846.3K-$59.4K2026-11-02
New Wave Wealth Advisors LLC
INCREASED2,4082,096+312+15%$791.8K$860.4K+$68.6K2026-10-19
Frederick Financial Consultants, LLC
INCREASED2,4052,289+116+5%$864.8K$844.5K-$20.3K2026-10-29
Eagle Bay Advisors LLC
INCREASED2,4032,258+145+6%$853.1K$844.0K-$9.1K2026-10-16
Exchange Bank
DECREASED2,4022,482-80-3%$937.6K$843.6K-$94.0K2026-10-07
Signature Equity Partners, LLC
DECREASED2,3982,401-30%$906.8K$842.2K-$64.6K2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED2,3952,602-207-8%$974.9K$841.1K-$133.8K2026-10-13
Burns Matteson Capital Management, LLC
DECREASED2,3942,426-32-1%$916.6K$840.6K-$76.0K2026-10-16
Auto-Owners Insurance Co
UNCHANGED2,3902,39000%$902.8K$839.3K-$63.5K2026-10-15
A. D. Beadell Investment Counsel, Inc.
DECREASED2,3892,474-85-3%$934.0K$838.0K-$96.0K2026-10-14
Bdfs Capital LLC
DECREASED2,3872,395-80%$904.9K$838.1K-$66.7K2026-10-14
Centurion Wealth Management LLC
DECREASED2,3842,934-550-19%$1.1M$837.3K-$271.0K2026-10-13
Buck Wealth Strategies, LLC
INCREASED2,3802,318+62+3%$875.7K$835.8K-$39.9K2026-10-28
Cathy Pareto & Associates, Inc
INCREASED2,3782,288+90+4%$864.4K$835.4K-$29.0K2026-10-15
Veratis Advisors, Inc.
INCREASED2,3772,093+284+14%$790.6K$834.8K+$44.1K2026-11-03
Arta Finance Wealth Management LLC
DECREASED2,3572,839-482-17%$1.1M$827.8K-$244.7K2026-10-28
Aspen Wealth Management LLC
INCREASED2,3501,599+751+47%$603.9K$825.3K+$221.3K2026-10-14
Home Federal Bank of Tennessee
UNCHANGED2,3452,34500%$885.8K$823.5K-$62.3K2026-10-15
Milestone Asset Management Group, LLC
INCREASED2,3392,201+138+6%$831.5K$821.5K-$10.0K2026-10-20
Wilkerson Advisory Group LLC
DECREASED2,3352,375-40-2%$897.5K$820.1K-$77.4K2026-10-20
Aire Advisors, LLC
INCREASED2,3291,931+398+21%$729.4K$817.8K+$88.4K2026-10-22
Bluesphere Advisors LLC
DECREASED2,3292,339-100%$883.6K$818.0K-$65.6K2026-10-19
Madrona Financial Services, LLC
INCREASED2,3282,249+79+4%$849.6K$817.6K-$32.0K2026-10-23
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED2,3271,854+473+26%$700.5K$817.3K+$116.8K2026-10-28
WealthPoint Financial, LLC
INCREASED2,3172,118+199+9%$799.9K$813.6K+$13.7K2026-11-03
Sterling Investment Advisors, Ltd.
NEW2,313—+2,313——$812.2K—2026-10-27
GK Wealth Management LLC
INCREASED2,3122,175+137+6%$821.8K$811.7K-$10.1K2026-10-09
Guardian Financial Partners, LLC
INCREASED2,3101,872+438+23%$707.3K$811.3K+$104.1K2026-11-04
SJS Investment Consulting Inc.
DECREASED2,3082,395-87-4%$904.7K$810.5K-$94.2K2026-10-26
Friday Financial
INCREASED2,2901,893+397+21%$701.9K$786.9K+$85.0K2026-10-09
Lakewood Asset Management LLC
DECREASED2,2892,729-440-16%$1.0M$803.9K-$226.8K2026-10-26
CapWealth Advisors, LLC
INCREASED2,2842,175+109+5%$821.6K$802.1K-$19.5K2026-10-05
Asset Allocation & Management Company, LLC
UNCHANGED2,2842,28400%$863.0K$802.0K-$61.0K2026-10-13
Activest Wealth Management
INCREASED2,2812,109+172+8%$796.5K$800.9K+$4.4K2026-10-15
Ahara Advisors LLC
UNCHANGED2,2802,28000%$861.1K$800.9K-$60.3K2026-10-29
Howard Bailey Securities, LLC
INCREASED2,2792,051+228+11%$774.8K$800.4K+$25.6K2026-10-27
Washington Trust Advisors, Inc.
DECREASED2,2782,452-174-7%$926.4K$800.2K-$126.2K2026-10-22
Costello Asset Management, Inc
DECREASED2,2642,464-200-8%$930.8K$795.1K-$135.7K2026-10-30
Citrine Capital LLC
INCREASED2,2642,170+94+4%$819.7K$795.1K-$24.6K2026-10-14
Solstein Capital, LLC
UNCHANGED2,2582,25800%$853.0K$793.0K-$60.0K2026-11-02
Kuhn & Co Investment Counsel
INCREASED2,2352,086+149+7%$788.0K$785.1K-$2.9K2026-10-29
Highline Wealth Partners LLC
INCREASED2,2342,046+188+9%$772.9K$784.6K+$11.7K2026-10-19
Presilium Private Wealth, LLC
NEW2,231—+2,231——$783.5K—2026-10-26
Castleview Partners, LLC
DECREASED2,2273,759-1,532-41%$1.4M$782.1K-$637.9K2026-10-09
First Nebraska Trust Co
UNCHANGED2,2262,22600%$840.9K$781.7K-$59.1K2026-10-30
Creative Capital Management Investments LLC
INCREASED2,2242,071+153+7%$782.2K$780.9K-$1.3K2026-10-28
Dagco, Inc.
DECREASED2,2242,229-50%$842.0K$781.0K-$61.0K2026-10-20
Rydar Equities, Inc.
INCREASED2,2242,221+3+0%$848.0K$837.3K-$10.7K2026-10-13
Stronghold Wealth Management L.L.C.
INCREASED2,2172,191+26+1%$827.7K$778.6K-$49.1K2026-10-16
JBR Co Financial Management Inc
DECREASED2,2032,278-75-3%$860.5K$813.7K-$46.9K2026-10-13
DB Fitzpatrick & Co, Inc
DECREASED2,1992,218-19-1%$837.9K$772.3K-$65.6K2026-10-19
TFC Financial Management, Inc.
INCREASED2,1962,131+65+3%$805.0K$771.2K-$33.8K2026-10-26
BCS Wealth Management
DECREASED2,1922,585-393-15%$976.5K$769.8K-$206.7K2026-11-03
Livet Wealth, LLC
INCREASED2,1902,074+116+6%$783.5K$769.1K-$14.3K2026-10-27
Blume Capital Management, Inc.
UNCHANGED2,1882,18800%$826.5K$768.4K-$58.1K2026-10-26
Cardinal Point Capital Management ULC
INCREASED2,1861,948+238+12%$735.8K$767.5K+$31.7K2026-10-21
Missouri Trust & Investment Co
DECREASED2,1853,235-1,050-32%$1.3M$767.4K-$492.0K2026-11-04
MFG Investments, LLC
NEW2,182—+2,182——$766.5K—2026-10-30
Comprehensive Financial Planning, Inc.
DECREASED2,1812,201-20-1%$831.5K$766.1K-$65.4K2026-10-27
Clarus Group, Inc.
INCREASED2,1792,177+2+0%$822.3K$765.2K-$57.1K2026-10-21
Powers Advisory Group, LLC
INCREASED2,1762,047+129+6%$773.3K$764.3K-$9.0K2026-10-14
PVG Asset Management Corp
INCREASED2,1752,166+9+0%$818.1K$763.7K-$54.4K2026-10-19
Deroy & Devereaux Private Investment Counsel Inc
INCREASED2,1741,294+880+68%$489.0K$763.0K+$274.0K2026-10-26
Index Fund Advisors, Inc.
INCREASED2,1662,122+44+2%$801.5K$760.6K-$40.9K2026-11-05
Master's Wealth Management Inc.
INCREASED2,1591,972+187+9%$745.0K$758.3K+$13.3K2026-10-22
Avalon Capital Management
INCREASED2,1542,125+29+1%$802.7K$756.5K-$46.3K2026-11-04
Summit Securities Group LLC
DECREASED2,15225,237-23,085-91%$9.5M$755.8K-$8.8M2026-11-05
All-Stars Investment Ltd
UNCHANGED2,1502,15000%$812.2K$755.1K-$57.1K2026-11-03
Redstone Wealth Management, LLC
UNCHANGED2,1442,14400%$809.9K$753.0K-$56.9K2026-10-20
Old Mission Investment Co LLC
INCREASED2,1412,138+3+0%$807.5K$751.8K-$55.7K2026-10-22
Ridgewood Investments LLC
UNCHANGED2,1402,14000%$808.4K$751.5K-$56.8K2026-10-05
Bellecapital International Ltd.
DECREASED2,1302,198-68-3%$830.3K$748.0K-$82.3K2026-10-21
Evolution Wealth Management Inc.
DECREASED2,1192,304-185-8%$870.5K$744.2K-$126.3K2026-10-28
Redwood Financial Network Corp
INCREASED2,1162,006+110+5%$757.7K$743.2K-$14.5K2026-11-03
Mcdaniel Terry & Co
INCREASED2,1112,097+14+1%$792.1K$741.4K-$50.8K2026-11-05
Truefg, LLC
DECREASED2,1092,140-31-1%$808.4K$740.7K-$67.7K2026-10-15
Foguth Wealth Management, Llc.
INCREASED2,1032,012+91+5%$760.8K$691.4K-$69.4K2026-10-19
Reston Wealth Management LLC
DECREASED2,1032,119-16-1%$800.5K$738.6K-$61.9K2026-10-29
GHP Investment Advisors, Inc.
DECREASED2,1013,072-971-32%$1.2M$738.0K-$422.6K2026-10-15
Albert D Mason Inc
UNCHANGED2,0952,09500%$791.4K$735.7K-$55.6K2026-10-27
Sierra Ocean, LLC
DECREASED2,0922,118-26-1%$800.2K$734.9K-$65.4K2026-11-03
Hibernia Wealth Partners, LLC
INCREASED2,0901,689+401+24%$637.9K$733.9K+$95.9K2026-10-29
Summa Corp.
INCREASED2,0882,000+88+4%$755.5K$733.3K-$22.2K2026-10-30
Dickmeyer Boyce Financial Management, Inc.
INCREASED2,0822,080+2+0%$785.7K$731.0K-$54.7K2026-10-08
Innova Wealth Partners
DECREASED2,0812,090-90%$789.5K$730.7K-$58.8K2026-10-21
Bell Investment Advisors, Inc
INCREASED2,0792,077+2+0%$784.8K$730.0K-$54.8K2026-10-29
Wakefield Asset Management Lllp
INCREASED2,0761,660+416+25%$627.1K$729.1K+$102.0K2026-11-05
Hoge Financial Services, LLC
INCREASED2,0761,965+111+6%$742.2K$729.0K-$13.2K2026-11-05
Hollow Brook Wealth Management LLC
UNCHANGED2,0682,06800%$781.2K$726.3K-$54.9K2026-10-29
Prospera Capital Management, LLC
INCREASED2,0651,335+730+55%$499.2K$725.2K+$226.1K2026-10-19
GGM Financial LLC
DECREASED2,0652,188-123-6%$826.4K$725.3K-$101.0K2026-11-05
Conrad Siegel Investment Advisors, Inc.
INCREASED2,0582,042+16+1%$771.4K$722.7K-$48.6K2026-10-08
Stewardship Advisors, LLC
INCREASED2,0532,018+35+2%$762.3K$721.0K-$41.3K2026-10-20
Etesian Wealth Advisors, Inc.
DECREASED2,0532,055-20%$776.3K$721.0K-$55.3K2026-10-27
Peck Wealth Management, LLC
UNCHANGED2,0502,05000%$774.4K$719.9K-$54.4K2026-10-29
Northern Lights Advisors, Inc.
DECREASED2,0492,320-271-12%$876.2K$719.6K-$156.6K2026-10-21
Cannon Financial Strategists, Inc.
INCREASED2,0492,045+4+0%$772.5K$719.6K-$52.9K2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED2,0431,914+129+7%$723.0K$717.5K-$5.5K2026-10-19
Walser Wealth Management Company, A Ltd Liability Co
INCREASED2,0421,718+324+19%$649.1K$717.0K+$67.9K2026-10-15
Idaho Trust Co
INCREASED2,0372,023+14+1%$764.2K$715.4K-$48.8K2026-11-04
Armbruster Capital Management, Inc.
DECREASED2,0322,251-219-10%$850.3K$713.7K-$136.7K2026-10-19
Aufman Associates Inc
INCREASED2,0201,884+136+7%$711.7K$709.3K-$2.3K2026-11-04
Cordgrass Capital Advisors, LLC
UNCHANGED2,0132,01300%$760.4K$706.9K-$53.5K2026-10-30
Unique Wealth Strategies, LLC
UNCHANGED2,0122,01200%$760.0K$760.0K$02026-10-13
Sacks & Associates, LLC
DECREASED2,0112,098-87-4%$816.6K$706.3K-$110.3K2026-10-09
Global Wealth Management Investment Advisory, Inc.
DECREASED2,0102,020-100%$763.1K$705.9K-$57.2K2026-11-04
Evergreen Advisors, LLC
UNCHANGED2,0092,00900%$758.9K$705.5K-$53.4K2026-10-28
Momentous Wealth Management, Inc.
INCREASED2,0061,329+677+51%$502.0K$704.5K+$202.5K2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
INCREASED2,0042,002+2+0%$756.4K$703.8K-$52.6K2026-10-08
Fullerton Advisors, LLC
DECREASED2,0012,012-11-1%$759.9K$702.7K-$57.2K2026-10-14
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED2,0002,800-800-29%$1.1M$702.4K-$355.3K2026-11-04
Ares Financial Consulting, LLC
INCREASED2,0001,897+103+5%$716.7K$702.5K-$14.2K2026-10-19
6th Street Advisors, LLC
INCREASED2,0001,954+46+2%$738.0K$702.2K-$35.7K2026-10-14
Palatine Hill Wealth Management, LLC
UNCHANGED2,0002,00000%$755.4K$702.5K-$52.9K2026-11-03
TSA Wealth Managment LLC
INCREASED1,9981,534+464+30%$579.5K$701.7K+$122.2K2026-10-22
Professional Advisory Services Inc
INCREASED1,9871,985+2+0%$750.0K$698.0K-$52.0K2026-10-08
Power Wealth Management LLC
INCREASED1,9851,737+248+14%$656.2K$697.1K+$41.0K2026-10-27
Oak Barrel Wealth Advisory LLC
INCREASED1,9821,968+14+1%$743.5K$696.0K-$47.5K2026-11-05
Burford Brothers, Inc.
INCREASED1,9811,770+211+12%$668.6K$695.7K+$27.1K2026-10-21
Andina Capital Management, LLC
INCREASED1,9791,905+74+4%$719.6K$695.0K-$24.6K2026-10-21
Carmel Capital Partners, LLC
DECREASED1,9692,057-88-4%$777.0K$691.5K-$85.5K2026-11-03
Pennsylvania Capital Management Inc
DECREASED1,9661,974-80%$745.7K$690.4K-$55.2K2026-11-05
Martel Wealth Advisors LLC
DECREASED1,9602,270-310-14%$857.5K$688.3K-$169.2K2026-10-14
Global Financial Private Client, LLC
INCREASED1,9571,829+128+7%$690.9K$687.3K-$3.6K2026-10-15
DLK Investment Management, LLC
NEW1,955—+1,955——$686.6K—2026-10-09
Willis Johnson Wealth, Inc.
INCREASED1,9521,286+666+52%$485.8K$685.7K+$199.8K2026-11-03
Milestone Asset Management, LLC
DECREASED1,9472,024-77-4%$764.8K$683.9K-$80.9K2026-10-15
Uptown Financial Advisors LLC
INCREASED1,9471,905+42+2%$719.6K$683.8K-$35.8K2026-10-15
Alchemi Wealth, LLC
DECREASED1,9422,283-341-15%$862.7K$682.0K-$180.7K2026-11-04
Avion Wealth
DECREASED1,9391,965-26-1%$742.0K$681.0K-$61.0K2026-11-04
Lionsbridge Wealth Management LLC
DECREASED1,9312,104-173-8%$794.8K$678.2K-$116.6K2026-10-26
Endowment Wealth Management, Inc.
DECREASED1,9261,948-22-1%$736.0K$676.6K-$59.3K2026-11-03
Austin Asset Management Co Inc
DECREASED1,9161,960-44-2%$740.5K$672.9K-$67.5K2026-10-29
Berman McAleer LLC
UNCHANGED1,9131,91300%$722.8K$672.0K-$50.8K2026-10-16
Cushing Capital Partners, LLC
INCREASED1,9041,749+155+9%$660.9K$668.5K+$7.6K2026-10-20
AWM Capital, LLC
INCREASED1,9031,171+732+63%$442.3K$668.6K+$226.3K2026-10-16
Marathon Capital Management
INCREASED1,9001,889+11+1%$713.6K$667.3K-$46.3K2026-10-23
Norris Perne & French LLP
INCREASED1,8991,863+36+2%$703.7K$666.9K-$36.8K2026-10-23
MPS Loria Financial Planners, LLC
INCREASED1,8921,864+28+2%$704.2K$664.5K-$39.7K2026-10-14
Mainsail Asset Management, LLC
DECREASED1,8882,221-333-15%$823.7K$709.5K-$114.2K2026-10-14
Legacy Advisory Services, LLC
INCREASED1,8881,835+53+3%$693.3K$663.4K-$29.9K2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
DECREASED1,8802,046-166-8%$772.9K$660.3K-$112.6K2026-11-02
Reap Financial Group, LLC
INCREASED1,8751,733+142+8%$654.5K$658.6K+$4.1K2026-11-02
Mill Capital Management, LLC
UNCHANGED1,8681,86800%$705.6K$656.0K-$49.6K2026-10-26
Legacy Solutions, LLC
DECREASED1,8643,012-1,148-38%$1.1M$654.6K-$483.2K2026-10-07
Blvd Private Wealth, LLC
INCREASED1,8641,815+49+3%$685.6K$654.6K-$31.1K2026-10-14
Financial Council, LLC
UNCHANGED1,8601,86000%$702.6K$653.2K-$49.4K2026-11-02
New Capital Management LP
INCREASED1,8581,712+146+9%$646.7K$652.6K+$5.9K2026-10-29
Ridgepath Capital Management LLC
INCREASED1,8471,842+5+0%$695.9K$648.7K-$47.2K2026-10-29
Twelve Points Wealth Management LLC
INCREASED1,840930+910+98%$351.3K$600.0K+$248.7K2026-11-03
Kercheville Advisors, LLC
DECREASED1,8401,915-75-4%$723.4K$646.2K-$77.2K2026-10-19
Covestor Ltd
DECREASED1,8371,840-30%$695.0K$645.0K-$50.0K2026-10-30
Wrenne Financial Planning LLC
UNCHANGED1,8331,83300%$692.4K$643.7K-$48.7K2026-10-30
Investment Partners, Ltd.
NEW1,831—+1,831——$642.9K—2026-10-29
Veery Capital, LLC
DECREASED1,8261,900-74-4%$717.9K$641.1K-$76.8K2026-10-07
Daviman Financial, LLC
DECREASED1,8251,953-128-7%$737.8K$641.1K-$96.7K2026-11-06
Randall & Associates Wealth Management
INCREASED1,8191,639+180+11%$619.1K$638.8K+$19.7K2026-10-20
Quantum Financial Partners LLC
INCREASED1,8161,801+15+1%$680.5K$637.7K-$42.8K2026-10-19
Baxter Bros Inc
INCREASED1,8151,695+120+7%$640.3K$637.4K-$2.9K2026-11-04
Cambridge Financial Group, LLC
UNCHANGED1,8131,81300%$685.0K$685.0K$02026-10-06
Shrier Wealth Management, LLC
INCREASED1,8121,811+1+0%$683.9K$636.5K-$47.4K2026-10-20
O'Connor Financial Group LLC
INCREASED1,8041,788+16+1%$675.4K$633.5K-$41.9K2026-10-26
ATX Financial Planning, LLC
DECREASED1,7992,680-881-33%$1.0M$631.6K-$380.9K2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,7969,156-7,360-80%$3.5M$630.7K-$2.8M2026-10-14
Patriot Investment Management Group, Inc.
UNCHANGED1,7941,79400%$677.7K$630.0K-$47.6K2026-10-15
Kondo Wealth Advisors, Inc.
INCREASED1,7891,773+16+1%$669.8K$628.3K-$41.5K2026-10-19
Martin Capital Advisors, LLP
INCREASED1,7841,745+39+2%$659.2K$626.5K-$32.7K2026-10-15
Acorn Financial Advisory Services Inc
INCREASED1,7831,448+335+23%$547.0K$626.5K+$79.5K2026-11-02
KW Wealth Management LLC
NEW1,782—+1,782——$625.8K—2026-10-28
WBH Advisory Inc
DECREASED1,7821,819-37-2%$687.2K$626.0K-$61.2K2026-11-05
Greatmark Investment Partners, Inc.
INCREASED1,7801,130+650+58%$426.9K$625.1K+$198.3K2026-10-28
Peoples Bank
DECREASED1,7781,893-115-6%$715.1K$624.4K-$90.7K2026-10-26
Austin Wealth Management, LLC
UNCHANGED1,7761,77600%$658.6K$639.6K-$19.0K2026-11-06
Atlatl Advisers LLC
DECREASED1,7711,862-91-5%$703.4K$622.0K-$81.4K2026-10-22
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,7661,612+154+10%$608.8K$620.0K+$11.2K2026-10-28
Argos Wealth Advisors, LLC
UNCHANGED1,7571,75700%$663.7K$617.0K-$46.7K2026-11-02
Cutler Investment Counsel LLC
INCREASED1,7501,723+27+2%$650.9K$614.6K-$36.3K2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED1,7451,655+90+5%$625.3K$612.9K-$12.4K2026-10-30
Granite Group Advisors, LLC
DECREASED1,7401,948-208-11%$735.9K$611.1K-$124.8K2026-10-14
T3 Companies, LLC
INCREASED1,7381,295+443+34%$489.2K$610.4K+$121.2K2026-10-22
Roberts Wealth Advisors, LLC
INCREASED1,7381,693+45+3%$639.5K$610.4K-$29.2K2026-10-14
International Private Wealth Advisors LLC
DECREASED1,7375,161-3,424-66%$1.9M$610.1K-$1.3M2026-11-05
LifeSteps Financial, Inc.
DECREASED1,7202,068-348-17%$781.2K$603.9K-$177.3K2026-10-15
Nicollet Investment Management, Inc.
UNCHANGED1,7201,72000%$650.0K$604.0K-$46.0K2026-10-14
Three Magnolias Financial Advisors, LLC
DECREASED1,7151,915-200-10%$723.4K$602.3K-$121.1K2026-10-14
Chiron Capital Management, LLC
INCREASED1,7141,329+385+29%$502.0K$601.9K+$99.9K2026-10-15
Waller Financial Planning Group, Inc
DECREASED1,7071,715-80%$647.9K$599.5K-$48.4K2026-10-07
Flavin Financial Services, Inc.
UNCHANGED1,7071,70700%$644.7K$599.4K-$45.3K2026-10-21
Lexington Hill Partners, LLC
INCREASED1,6991,658+41+2%$626.4K$596.7K-$29.7K2026-10-13
PMG Family Office LLC
INCREASED1,6921,612+80+5%$608.9K$594.2K-$14.7K2026-10-19
Kelleher Financial Advisors
DECREASED1,6803,928-2,248-57%$1.5M$590.0K-$893.8K2026-10-30
Alamar Capital Management, LLC
UNCHANGED1,6801,68000%$634.6K$590.0K-$44.6K2026-11-02
Counterpoint Mutual Funds LLC
DECREASED1,6761,812-136-8%$684.5K$588.6K-$95.9K2026-10-16
Dynamic Wealth Strategies, LLC
INCREASED1,6751,669+6+0%$630.5K$588.2K-$42.2K2026-10-16
Enclave Advisors LLC
DECREASED1,6712,042-371-18%$771.2K$586.8K-$184.4K2026-10-14
Rare Wolf Capital LLC
UNCHANGED1,6701,67000%$630.8K$586.5K-$44.4K2026-10-20
Weinberger Asset Management, Inc
INCREASED1,6691,587+82+5%$617.8K$586.1K-$31.7K2026-10-28
Unified Investment Management
DECREASED1,6681,778-110-6%$671.6K$585.8K-$85.9K2026-10-14
FWG Investments, Llc.
DECREASED1,6651,688-23-1%$637.8K$584.7K-$53.1K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED1,6632,213-550-25%$836.0K$584.1K-$252.0K2026-11-04
FF Advisors,LLC
DECREASED1,6621,664-20%$628.6K$583.7K-$44.9K2026-10-21
Nautilus Advisors LLC
DECREASED1,6611,686-25-1%$674.5K$583.3K-$91.2K2026-10-07
Midwest Financial Partners Investments, Inc.
DECREASED1,6601,665-50%$629.0K$583.0K-$46.0K2026-10-08
SFG Wealth Management, Llc.
INCREASED1,6571,642+15+1%$620.2K$581.9K-$38.3K2026-10-23
High Point Wealth Management, LLC
INCREASED1,6551,510+145+10%$570.2K$581.1K+$10.8K2026-11-05
Guardian Asset Advisors, LLC
DECREASED1,6541,713-59-3%$647.3K$581.1K-$66.2K2026-10-16
Financial Guidance Group, Inc.
INCREASED1,6491,630+19+1%$615.7K$579.1K-$36.6K2026-10-21
tru Independence LLC
INCREASED1,6431,538+105+7%$580.8K$577.0K-$3.8K2026-10-20
CenterStar Asset Management, LLC
DECREASED1,6422,049-407-20%$774.1K$577.4K-$196.8K2026-10-09
Ballast, Inc.
DECREASED1,6411,667-26-2%$629.7K$576.3K-$53.4K2026-10-20
Grandfield & Dodd, LLC
DECREASED1,6401,760-120-7%$664.8K$576.0K-$88.9K2026-10-29
Opulen Financial Group LLC
INCREASED1,6381,563+75+5%$590.4K$575.2K-$15.2K2026-10-22
Bath Savings Trust Co
INCREASED1,6361,580+56+4%$596.8K$574.5K-$22.3K2026-10-07
Hamilton Point Investment Advisors, LLC
UNCHANGED1,6291,62900%$615.2K$572.0K-$43.3K2026-11-03
Petros Family Wealth, LLC
DECREASED1,6282,418-790-33%$913.4K$571.7K-$341.7K2026-10-28
Rareview Capital LLC
UNCHANGED1,6271,62700%$448.4K$571.3K+$122.9K2026-11-05
Lodestar Private Asset Management LLC
DECREASED1,6211,626-50%$614.2K$569.3K-$44.9K2026-10-26
Ifrah Financial Services, Inc.
DECREASED1,6151,665-50-3%$629.1K$567.0K-$62.0K2026-10-13
Denver PWM, LLC
UNCHANGED1,6111,61100%$633.1K$565.8K-$67.3K2026-10-22
Integrated Wealth Management
INCREASED1,6031,476+127+9%$557.7K$563.1K+$5.4K2026-10-19
Triton Wealth Management, Pllc
DECREASED1,6031,681-78-5%$653.4K$533.7K-$119.7K2026-11-04
Fonville Wealth Management LLC
INCREASED1,6021,210+392+32%$457.0K$562.8K+$105.8K2026-10-28
TrueWealth Advisors, LLC
DECREASED1,5971,607-10-1%$606.9K$560.8K-$46.1K2026-10-09
Brickley Wealth Management
INCREASED1,5941,325+269+20%$500.5K$559.8K+$59.3K2026-11-04
BlueChip Wealth Advisors LLC
INCREASED1,5901,178+412+35%$445.1K$558.5K+$113.4K2026-11-03
William John Sempolinski
DECREASED1,5853,085-1,500-49%$1.2M$556.6K-$608.7K2026-10-20
Rubicon Advisors, GP
INCREASED1,5841,551+33+2%$586.0K$556.4K-$29.6K2026-10-23
Factor Wealth Management LTD
DECREASED1,5831,660-77-5%$627.1K$555.9K-$71.1K2026-10-08
Ridgeline Wealth Planning, LLC
INCREASED1,5801,302+278+21%$491.9K$555.0K+$63.1K2026-10-29
Split Creek LLC DBA Split Creek Capital LLC
INCREASED1,578775+803+104%$292.8K$554.2K+$261.4K2026-11-02
Nadler Financial Group, Inc.
INCREASED1,5781,548+30+2%$584.8K$554.2K-$30.6K2026-10-23
Rahlfs Capital, LLC
NEW1,576—+1,576——$553.5K—2026-10-23
United Financial Planning Group LLC
DECREASED1,5741,598-24-1%$603.6K$552.8K-$50.8K2026-11-04
James T. Borello RIA
INCREASED1,5721,468+104+7%$554.5K$552.1K-$2.5K2026-10-16
Roof Eidam Maycock Peralta, LLC
INCREASED1,5711,450+121+8%$547.7K$551.7K+$4.0K2026-10-15
Axiom Investment Management LLC
DECREASED1,5701,679-109-6%$634.2K$551.4K-$82.9K2026-11-03
Kingsbury Capital Investment Advisors LLC
DECREASED1,5701,590-20-1%$600.8K$551.5K-$49.2K2026-10-20
Harrington Investments, Inc
UNCHANGED1,5701,57000%$593.1K$551.4K-$41.7K2026-10-14
Aspen Investment Management Inc
INCREASED1,5671,526+41+3%$576.0K$550.0K-$26.0K2026-11-05
DeLarme Wealth Management, Inc.
INCREASED1,5671,536+31+2%$580.2K$550.3K-$29.9K2026-10-30
IMZ Advisory Inc
INCREASED1,5651,555+10+1%$587.3K$549.5K-$37.8K2026-11-03
Blue Square Asset Management, LLC
UNCHANGED1,5621,56200%$590.0K$548.6K-$41.5K2026-11-02
IFS Advisors, LLC
INCREASED1,559100+1,459+1459%$37.8K$547.5K+$509.8K2026-10-14
New England Professional Planning Group Inc.
UNCHANGED1,5561,55600%$587.8K$546.5K-$41.3K2026-10-29
Wagner Wealth Management, Corp
DECREASED1,5501,881-331-18%$710.5K$544.3K-$166.2K2026-10-20
LiftPoint Family Wealth Advisors LLC
DECREASED1,5441,629-85-5%$615.4K$542.2K-$73.1K2026-11-03
Nova Financial LLC
NEW1,543—+1,543——$541.9K—2026-11-04
Canandaigua National Trust Co of Florida
NEW1,542—+1,542——$541.5K—2026-10-07
MBE Wealth Management, LLC
INCREASED1,5401,294+246+19%$488.9K$540.7K+$51.8K2026-10-26
Fulcrum Capital LLC
DECREASED1,5401,594-54-3%$602.1K$540.8K-$61.3K2026-10-15
John Boyer, Inc.
NEW1,533—+1,533——$538.2K—2026-10-27
Cooper S Advisors, LLC
DECREASED1,5241,667-143-9%$629.7K$535.2K-$94.5K2026-11-03
Wealth Quarterback LLC
DECREASED1,5231,551-28-2%$586.1K$534.7K-$51.3K2026-10-20
First National Bank Sioux Falls
DECREASED1,5201,574-54-3%$627.2K$533.8K-$93.4K2026-10-13
White Lighthouse Investment Management Inc.
DECREASED1,5191,567-48-3%$591.9K$533.3K-$58.6K2026-10-21
Financial Symmetry Inc
INCREASED1,5181,091+427+39%$412.1K$533.1K+$121.0K2026-10-06
Private Capital Advisors, Inc.
INCREASED1,5151,267+248+20%$478.6K$532.1K+$53.4K2026-10-06
BancFirst Trust & Investment Management
DECREASED1,5142,032-518-25%$756.8K$537.6K-$219.2K2026-10-30
Ehrlich Financial Group
INCREASED1,5131,389+124+9%$524.6K$531.3K+$6.7K2026-10-20
KOM Wealth Management Group, LLC
DECREASED1,5111,515-40%$572.3K$530.7K-$41.6K2026-10-15
Proathlete Wealth Management LLC
INCREASED1,509695+814+117%$262.6K$530.0K+$267.4K2026-10-15
Baring Financial LLC
INCREASED1,5041,453+51+4%$548.8K$528.2K-$20.5K2026-10-07
Tempus Wealth Planning, LLC
INCREASED1,5021,353+149+11%$511.1K$527.4K+$16.3K2026-10-14
Brookmont Capital Management
INCREASED1,4991,407+92+7%$531.6K$526.3K-$5.3K2026-10-23
WT Wealth Management
INCREASED1,495684+811+119%$258.4K$524.9K+$266.5K2026-10-13
Allegiance Financial Group Advisory Services LLC
INCREASED1,4941,126+368+33%$425.3K$524.7K+$99.3K2026-11-02
Arlington Financial Advisors, LLC
INCREASED1,4841,317+167+13%$497.5K$521.2K+$23.7K2026-10-19
Chris Bulman Inc
INCREASED1,4781,329+149+11%$502.1K$519.2K+$17.1K2026-10-20
Parker Financial LLC
DECREASED1,4781,502-24-2%$567.4K$519.1K-$48.3K2026-11-05
Legacy Financial Group, Inc.
INCREASED1,4751,105+370+33%$417.4K$518.0K+$100.6K2026-10-21
Fidelity D & D Bancorp Inc
UNCHANGED1,4691,46900%$554.9K$515.9K-$39.0K2026-11-05
Liberty Atlantic Advisors LLC
NEW1,463—+1,463——$513.8K—2026-10-14
One Plus One Wealth Management, LLC
UNCHANGED1,4621,46200%$552.3K$513.4K-$38.8K2026-10-16
Searle & Co.
DECREASED1,4551,655-200-12%$625.2K$511.0K-$114.2K2026-11-04
1620 Investment Advisors, Inc.
INCREASED1,4541,452+2+0%$548.7K$510.5K-$38.2K2026-11-04
Heritage Wealth Management, Inc. s
INCREASED1,4531,452+1+0%$548.7K$510.1K-$38.6K2026-11-06
Redwood Family Wealth LLC
INCREASED1,4521,437+15+1%$542.8K$510.1K-$32.7K2026-10-20
Dupree Financial Group, LLC
INCREASED1,4501,200+250+21%$453.4K$509.4K+$56.0K2026-10-09
OFS Enterprise LLC
DECREASED1,4501,484-34-2%$560.6K$509.2K-$51.4K2026-10-16
Towercrest Capital Management
DECREASED1,4461,496-50-3%$565.1K$507.8K-$57.3K2026-10-23
Traphagen Investment Advisors LLC
INCREASED1,444982+462+47%$371.1K$507.1K+$136.0K2026-10-14
Catalyst Investment Management LLC
DECREASED1,4441,484-40-3%$560.5K$507.2K-$53.3K2026-10-21
Clarus Wealth Advisors
INCREASED1,4431,422+21+1%$552.7K$521.5K-$31.2K2026-10-13
Spectrum Wealth Advisory Group, LLC
INCREASED1,4401,438+2+0%$543.3K$505.6K-$37.7K2026-10-29
Barlow Wealth Partners, LLC
UNCHANGED1,4381,43800%$559.0K$540.4K-$18.5K2026-10-15
Integrity Wealth Partners, LLC
NEW1,427—+1,427——$501.1K—2026-10-14
Evansbrook LLC
INCREASED1,4271,293+134+10%$488.6K$501.0K+$12.4K2026-10-16
Carrera Capital Advisors
DECREASED1,4271,449-22-2%$547.3K$501.2K-$46.2K2026-11-03
Birch Financial Group, LLC
INCREASED1,424896+528+59%$338.6K$500.0K+$161.4K2026-10-27
Carter Financial Group, Inc.
DECREASED1,4241,836-412-22%$693.5K$500.1K-$193.4K2026-10-21
Gray Private Wealth, LLC
UNCHANGED1,4231,42300%$537.5K$499.7K-$37.8K2026-10-28
Elevated Capital Advisors, LLC
DECREASED1,4204,382-2,962-68%$1.7M$498.6K-$1.2M2026-11-04
Shira Ridge Wealth Management
DECREASED1,4201,481-61-4%$559.4K$498.7K-$60.8K2026-10-09
Cadinha & Co LLC
INCREASED1,4131,373+40+3%$518.7K$496.2K-$22.4K2026-10-22
Verus Financial Partners, Inc.
DECREASED1,4121,437-25-2%$542.8K$495.9K-$46.9K2026-10-29
Heritage OAK Wealth Advisors LLC
DECREASED1,4111,525-114-7%$576.2K$495.6K-$80.6K2026-10-14
Elmwood Wealth Management, Inc.
DECREASED1,4041,419-15-1%$536.2K$493.2K-$43.0K2026-10-14
Praxis Capital Management LLC
UNCHANGED1,4001,40000%$528.9K$491.7K-$37.2K2026-10-16
Braeburn Wealth Management LLC
DECREASED1,3951,494-99-7%$564.4K$490.0K-$74.4K2026-10-15
Montgomery Investment Management Inc
UNCHANGED1,3931,39300%$526.3K$489.3K-$37.0K2026-10-26
Gallacher Capital Management LLC
DECREASED1,3911,494-103-7%$564.4K$488.3K-$76.1K2026-10-30
First Growth Capital LLC
INCREASED1,3901,366+24+2%$515.9K$488.0K-$27.8K2026-10-15
O'Brien Greene & Co. Inc
UNCHANGED1,3891,38900%$524.7K$487.8K-$36.9K2026-11-05
Equity Wealth Partners, LLC
DECREASED1,3881,392-40%$525.6K$487.4K-$38.2K2026-10-26
Live Oak Private Wealth LLC
INCREASED1,3871,215+172+14%$459.0K$487.1K+$28.1K2026-11-02
McMill Wealth Management
NEW1,386—+1,386——$486.7K—2026-11-05
Kaizen Financial Strategies
INCREASED1,3861,305+81+6%$482.0K$486.7K+$4.8K2026-10-09
Boston Standard Wealth Management, LLC
INCREASED1,3811,219+162+13%$452.6K$485.3K+$32.7K2026-10-07
True Wealth Design, LLC
INCREASED1,3781,323+55+4%$499.8K$483.9K-$15.8K2026-10-13
Uhlmann Price Securities, LLC
DECREASED1,3751,576-201-13%$595.4K$483.0K-$112.4K2026-11-03
Tabr Capital Management, LLC
INCREASED1,3741,371+3+0%$518.0K$482.4K-$35.5K2026-10-20
Rachor Investment Advisory Services, LLC
INCREASED1,3661,363+3+0%$515.0K$479.7K-$35.3K2026-10-29
Bryant Woods Investment Advisors, LLC
INCREASED1,3651,348+17+1%$509.1K$479.1K-$29.9K2026-10-26
Beacon Financial Planning, Inc
INCREASED1,3631,278+85+7%$482.7K$478.6K-$4.2K2026-11-04
Wendell David Associates Inc
UNCHANGED1,3631,36300%$515.0K$479.0K-$36.0K2026-10-27
Collective Family Office LLC
INCREASED1,3601,356+4+0%$512.2K$477.6K-$34.6K2026-10-05
Advocate Investing Services LLC
UNCHANGED1,3601,36000%$513.7K$477.6K-$36.1K2026-10-26
Elevated Financial Group LLC
INCREASED1,3581,279+79+6%$483.1K$476.9K-$6.2K2026-10-16
Gibraltar Capital Management, Inc.
INCREASED1,356673+683+101%$254.2K$476.1K+$221.9K2026-10-27
Foundry Financial Group, Inc.
INCREASED1,3551,312+43+3%$495.6K$475.9K-$19.7K2026-10-28
Hughes Financial Services, LLC
INCREASED1,3521,286+66+5%$485.8K$466.4K-$19.3K2026-10-30
Pacific Sage Partners, LLC
DECREASED1,3511,357-60%$512.6K$474.5K-$38.1K2026-10-21
Integrity Wealth Advisors, Inc.
NEW1,350—+1,350——$474.1K—2026-10-29
Level Wealth Management LLC
NEW1,346—+1,346——$472.7K—2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED1,3451,051+294+28%$397.0K$472.5K+$75.5K2026-11-02
Towerpoint Wealth, LLC
DECREASED1,3411,357-16-1%$512.6K$471.0K-$41.6K2026-10-13
Urban Wealth Management, LLC
INCREASED1,3381,325+13+1%$500.5K$469.9K-$30.6K2026-10-21
Wingate Wealth Advisors, Inc.
INCREASED1,3301,315+15+1%$496.7K$467.1K-$29.7K2026-10-26
Successful Portfolios LLC
INCREASED1,3291,324+5+0%$530.3K$481.1K-$49.1K2026-10-09
AAF Wealth Management, LLC
DECREASED1,3281,436-108-8%$542.3K$466.4K-$75.9K2026-10-28
First City Capital Management, Inc.
DECREASED1,3261,351-25-2%$510.4K$465.7K-$44.7K2026-10-27
Teza Capital Management LLC
INCREASED1,3211,026+295+29%$387.6K$463.9K+$76.4K2026-10-23
Smart Wealth LLC
DECREASED1,3202,725-1,405-52%$1.0M$463.7K-$565.5K2026-11-04
HRC Wealth Management, LLC
INCREASED1,3161,315+1+0%$496.7K$462.2K-$34.5K2026-10-16
Aegis Wealth Management, Inc.
DECREASED1,3121,364-52-4%$515.3K$460.8K-$54.5K2026-10-26
GenWealth Group, Inc.
DECREASED1,3081,334-26-2%$503.9K$459.4K-$44.6K2026-10-16
First United Bank & Trust
INCREASED1,3081,285+23+2%$485.4K$459.4K-$26.1K2026-10-22
Miller Global Investments, LLC
INCREASED1,307953+354+37%$360.0K$459.0K+$99.0K2026-10-02
Family Investment Center, Inc.
DECREASED1,3061,568-262-17%$592.3K$458.8K-$133.5K2026-10-19
Wealth Management Nebraska
INCREASED1,3051,276+29+2%$482.2K$458.5K-$23.7K2026-10-26
J.M. Arbour, LLC
INCREASED1,3041,241+63+5%$468.8K$458.0K-$10.8K2026-11-05
25 LLC
INCREASED1,3021,284+18+1%$485.0K$457.3K-$27.7K2026-10-13
Helium Advisors LLC
INCREASED1,3011,297+4+0%$489.9K$457.0K-$32.9K2026-10-23
Klein Pavlis & Peasley Financial, Inc.
DECREASED1,2961,331-35-3%$502.8K$455.1K-$47.7K2026-10-13
Sagace Wealth Management LLC
DECREASED1,2951,402-107-8%$529.6K$454.8K-$74.8K2026-10-28
Bank & Trust Co
UNCHANGED1,2931,29300%$488.4K$454.1K-$34.3K2026-10-07
Mid-American Wealth Advisory Group, Inc.
INCREASED1,2871,033+254+25%$390.2K$451.9K+$61.8K2026-10-21
Matauro, LLC
DECREASED1,2771,288-11-1%$486.5K$448.5K-$38.0K2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED1,2731,798-525-29%$679.3K$447.1K-$232.3K2026-10-20
Investment Research & Advisory Group, Inc.
INCREASED1,272999+273+27%$407.4K$504.7K+$97.4K2026-10-19
Meritas Wealth Management, LLC
INCREASED1,2671,040+227+22%$392.9K$445.0K+$52.1K2026-10-14
Inspirion Wealth Advisors, LLC
INCREASED1,2671,190+77+6%$439.5K$444.9K+$5.3K2026-10-09
Ackerman Capital Advisors, LLC
INCREASED1,263862+401+47%$325.6K$443.6K+$117.9K2026-10-30
American Capital Advisory, LLC
INCREASED1,2531,232+21+2%$465.4K$440.0K-$25.3K2026-10-28
Davis Investment Partners, LLC
INCREASED1,2521,082+170+16%$408.7K$439.8K+$31.0K2026-11-05
Capital Square, LLC
DECREASED1,2501,300-50-4%$520.2K$439.3K-$80.9K2026-10-19
Future Financial Wealth Managment LLC
DECREASED1,2431,549-306-20%$607.9K$436.7K-$171.2K2026-10-15
Cpwa, LLC
INCREASED1,2421,171+71+6%$442.3K$440.6K-$1.7K2026-11-04
Alliance Wealth Management Group
DECREASED1,2421,292-50-4%$488.1K$436.2K-$51.9K2026-10-29
Oasis Advisors, LLC
NEW1,240—+1,240——$435.7K—2026-10-16
Prospect Financial Group LLC
DECREASED1,2331,272-39-3%$480.5K$433.0K-$47.5K2026-11-05
Cornerstone Enterprises, LLC
INCREASED1,2311,053+178+17%$397.8K$432.3K+$34.5K2026-10-15
Financial Consulate, Inc
DECREASED1,2291,308-79-6%$494.3K$431.5K-$62.8K2026-10-23
BridgePort Financial Solutions, LLC
NEW1,226—+1,226——$430.6K—2026-11-02
First Premier Bank
UNCHANGED1,2241,22400%$462.0K$412.0K-$50.0K2026-10-13
Boyd Wealth Management, LLC
NEW1,222—+1,222——$429.3K—2026-10-20
Michael Brady & Co., LLC
UNCHANGED1,2201,22000%$460.9K$428.5K-$32.4K2026-10-23
Arbor Investment Advisors, LLC
INCREASED1,2181,165+53+5%$440.1K$427.9K-$12.2K2026-10-26
Blue Bell Private Wealth Management, LLC
INCREASED1,2171,185+32+3%$447.6K$427.4K-$20.2K2026-10-29
CPA Asset Management Group, LLC
DECREASED1,2171,238-21-2%$467.7K$427.4K-$40.3K2026-10-26
Balance Wealth Partners LLC
DECREASED1,2161,236-20-2%$466.7K$427.2K-$39.5K2026-10-27
Define Financial, LLC
DECREASED1,2131,232-19-2%$465.3K$425.8K-$39.4K2026-10-14
Eclectic Associates Inc
INCREASED1,2111,201+10+1%$453.7K$425.3K-$28.4K2026-10-09
Argyle Capital Partners, LLC
DECREASED1,2091,258-49-4%$475.2K$424.7K-$50.5K2026-10-23
Entrewealth, LLC
INCREASED1,2081,135+73+6%$477.3K$424.2K-$53.1K2026-10-14
Thoma Capital Management LLC
DECREASED1,2081,248-40-3%$471.7K$424.5K-$47.2K2026-10-19
Financial Partners Group, Inc
DECREASED1,2041,580-376-24%$596.8K$423.0K-$173.8K2026-10-19
Torrey Growth & Income Advisors
INCREASED1,200914+286+31%$344.2K$425.6K+$81.4K2026-11-04
KG Capital Management
DECREASED1,1981,354-156-12%$511.5K$420.7K-$90.7K2026-10-15
Chapman Financial Group, LLC
UNCHANGED1,1981,19800%$452.5K$420.7K-$31.8K2026-10-26
Griffith & Werner, Inc.
DECREASED1,1961,219-23-2%$461.0K$420.1K-$40.9K2026-11-04
Founders Capital Management
INCREASED1,1931,186+7+1%$448.0K$419.0K-$29.0K2026-10-13
Kitching Partners, LLC
UNCHANGED1,1911,19100%$449.9K$418.3K-$31.6K2026-11-02
Visionary Horizons, LLC
DECREASED1,1901,259-69-5%$475.7K$418.1K-$57.7K2026-10-22
Pacific Capital Wealth Advisors, Inc.
INCREASED1,186925+261+28%$349.5K$416.5K+$67.0K2026-10-22
Poehling Capital Management, Inc.
UNCHANGED1,1861,18600%$448.0K$416.5K-$31.5K2026-10-20
A4 Wealth Advisors LLC
INCREASED1,1841,154+30+3%$435.9K$415.8K-$20.1K2026-10-20
Southern Financial Group, LLC
UNCHANGED1,1811,18100%$446.2K$414.8K-$31.3K2026-10-30
Purewater Capital LLC
INCREASED1,1721,168+4+0%$441.3K$411.4K-$29.9K2026-10-23
Petersen Hastings Wealth Advisors Inc.
INCREASED1,170937+233+25%$354.0K$410.9K+$56.9K2026-10-27
First Citizens Financial Corp
DECREASED1,1701,211-41-3%$457.5K$410.9K-$46.6K2026-10-02
Meridian Investment Counsel Inc.
NEW1,168—+1,168——$410.2K—2026-10-14
Tucker Asset Management LLC
INCREASED1,1681,054+114+11%$398.0K$410.1K+$12.1K2026-10-29
Seelaus Asset Management LLC
DECREASED1,1671,177-10-1%$444.6K$409.8K-$34.8K2026-10-14
Boyer Financial Services, Inc.
INCREASED1,1621,161+1+0%$418.5K$408.1K-$10.4K2026-10-23
Durante & Waters, LLC
NEW1,161—+1,161——$407.7K—2026-10-28
DMC Group, LLC
INCREASED1,1611,041+120+12%$393.2K$407.7K+$14.5K2026-10-26
Waycross Investment Management Co
UNCHANGED1,1601,16000%$438.2K$407.4K-$30.8K2026-10-14
Sterling Wealth Management, Inc.
DECREASED1,1571,159-20%$437.8K$406.3K-$31.5K2026-10-23
Auctus Advisors LLC
INCREASED1,1541,150+4+0%$434.4K$405.3K-$29.1K2026-10-23
Clearview Wealth Management LLC
UNCHANGED1,1511,15100%$434.9K$411.4K-$23.5K2026-10-16
Hardworking Capital Advisors, LLC
NEW1,150—+1,150——$404.0K—2026-10-20
Mascoma Wealth Management LLC
DECREASED1,1461,153-7-1%$435.5K$402.5K-$33.1K2026-10-23
Kassira Wealth Management LLC
NEW1,145—+1,145——$402.2K—2026-10-28
Peterson Wealth Advisors, LLC
INCREASED1,1411,046+95+9%$395.0K$400.7K+$5.7K2026-10-08
Retirement Solution LLC
INCREASED1,138930+208+22%$351.4K$399.7K+$48.4K2026-10-27
Capital Squared Financial LLC
DECREASED1,1251,142-17-1%$431.3K$394.9K-$36.4K2026-10-30
Lynx Investment Advisory
NEW1,122—+1,122——$393.9K—2026-10-27
WestHill Financial Advisors, Inc.
UNCHANGED1,1191,11900%$422.7K$393.0K-$29.7K2026-10-14
Wealth Analytics Partners, LLC
DECREASED1,1181,584-466-29%$616.4K$392.5K-$223.8K2026-10-19
Matrix Asset Advisors Inc
UNCHANGED1,1181,11800%$422.3K$392.6K-$29.7K2026-10-13
Cordoba Advisory Partners LLC
INCREASED1,1121,085+27+2%$409.9K$390.5K-$19.4K2026-10-19
Kure Advisory, LLC
DECREASED1,1101,111-10%$419.7K$389.8K-$29.9K2026-10-08
Foundation Wealth Management, LLC
NEW1,105—+1,105——$387.9K—2026-10-22
WealthCare Investment Partners, LLC
DECREASED1,1031,151-48-4%$434.8K$387.4K-$47.5K2026-11-05
Seros Financial, LLC
INCREASED1,101870+231+27%$328.6K$386.7K+$58.0K2026-10-21
Fidelis iM, LLC
NEW1,100—+1,100——$386.3K—2026-10-16
Jmac Enterprises LLC
UNCHANGED1,1001,10000%$415.5K$386.3K-$29.2K2026-10-30
Westbourne Investment Advisors, Inc.
INCREASED1,098898+200+22%$339.2K$385.6K+$46.4K2026-10-20
G2 Capital Management, LLC / OH
INCREASED1,0981,097+1+0%$414.4K$385.5K-$28.9K2026-10-23
Great Point Wealth Advisors, LLC
DECREASED1,0971,118-21-2%$422.1K$385.1K-$37.1K2026-10-15
Halter Ferguson Financial Inc.
DECREASED1,0911,292-201-16%$488.1K$383.1K-$104.9K2026-10-21
21 West Wealth Management LLC
DECREASED1,0891,142-53-5%$431.4K$382.4K-$48.9K2026-10-13
Silverlake Wealth Management LLC
INCREASED1,0891,087+2+0%$410.6K$382.4K-$28.2K2026-10-21
CLG LLC
INCREASED1,086977+109+11%$368.9K$381.5K+$12.6K2026-10-13
True Link Financial Advisors, LLC
DECREASED1,0851,169-84-7%$441.6K$381.0K-$60.5K2026-10-27
Hendershot Investments Inc.
INCREASED1,0851,054+31+3%$398.1K$381.0K-$17.1K2026-11-05
Stockman Wealth Management, Inc.
UNCHANGED1,0841,08400%$409.5K$380.7K-$28.8K2026-10-27
Langley Wealth Management, LLC
INCREASED1,070995+75+8%$375.8K$375.9K+$1552026-11-04
Wolff Financial Management LLC
INCREASED1,0701,068+2+0%$403.4K$375.7K-$27.7K2026-10-23
Hendley & Co Inc
UNCHANGED1,0701,07000%$404.0K$376.0K-$28.0K2026-10-29
Roth Financial Partners LLC
UNCHANGED1,0701,07000%$404.2K$375.8K-$28.4K2026-10-06
Black Diamond Financial, LLC
INCREASED1,068545+523+96%$205.9K$375.1K+$169.2K2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
DECREASED1,0681,129-61-5%$426.5K$375.1K-$51.4K2026-10-28
HWG Holdings LP
DECREASED1,06739,892-38,825-97%$15.1M$374.7K-$14.7M2026-10-08
Pflug Koory, LLC
INCREASED1,067300+767+256%$113.5K$374.9K+$261.4K2026-10-26
W.H. Cornerstone Investments Inc.
DECREASED1,0611,256-195-16%$474.5K$372.7K-$101.8K2026-11-03
PCG Asset Management, LLC
NEW1,059—+1,059——$371.9K—2026-11-05
Tableaux LLC
DECREASED1,0551,151-96-8%$434.9K$370.5K-$64.4K2026-10-23
Benedict Financial Advisors Inc
INCREASED1,0551,053+2+0%$397.9K$370.5K-$27.3K2026-10-07
Corrado Advisors, LLC
UNCHANGED1,0551,05500%$398.5K$370.5K-$28.0K2026-10-27
Altus Wealth Management, LLC
UNCHANGED1,0531,05300%$397.8K$369.8K-$28.0K2026-10-13
Davis Capital Management
DECREASED1,0481,216-168-14%$459.3K$368.1K-$91.3K2026-10-08
Grey Ledge Advisors, LLC
INCREASED1,0481,004+44+4%$379.4K$368.2K-$11.3K2026-11-02
Boyce & Associates Wealth Consulting, Inc.
DECREASED1,0421,045-30%$394.6K$366.0K-$28.7K2026-10-14
Optima Capital LLC
INCREASED1,0401,025+15+1%$387.2K$365.3K-$21.9K2026-10-29
Amarillo National Bank
DECREASED1,0381,178-140-12%$445.0K$364.5K-$80.5K2026-10-23
Terra Nova Asset Management LLC
UNCHANGED1,0321,03200%$389.9K$362.5K-$27.4K2026-10-13
JDH Wealth Management, LLC
INCREASED1,029989+40+4%$373.6K$361.4K-$12.2K2026-10-20
Oak Asset Management, LLC
INCREASED1,025575+450+78%$217.2K$360.0K+$142.8K2026-10-13
Ballast Rock Private Wealth LLC
INCREASED1,0231,003+20+2%$378.9K$359.3K-$19.6K2026-10-26
Ulland Investment Advisors, LLC
UNCHANGED1,0231,02300%$386.0K$359.0K-$27.0K2026-10-13
Mcrae Capital Management Inc
DECREASED1,0221,122-100-9%$423.8K$358.9K-$64.9K2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED1,0211,089-68-6%$411.4K$358.6K-$52.8K2026-11-03
Wealth Preservation Advisors, LLC
DECREASED1,0211,042-21-2%$393.6K$358.6K-$35.0K2026-11-05
Avaii Wealth Management, LLC
DECREASED1,0201,424-404-28%$538.0K$362.4K-$175.6K2026-10-09
Bauman Advisory Group, LLC
INCREASED1,018953+65+7%$360.1K$357.6K-$2.6K2026-10-29
Eiger Wealth Management, LLC
NEW1,017—+1,017——$357.2K—2026-11-03
Spring Capital Management, LLC
UNCHANGED1,0151,01500%$383.4K$356.5K-$27.0K2026-10-09
Split Rock Private Trading & Wealth Management, LLC
DECREASED1,0141,121-107-10%$423.5K$356.1K-$67.4K2026-10-15
QP Wealth Management, LLC
UNCHANGED1,0131,01300%$382.7K$355.8K-$26.9K2026-10-20
OmniStar Financial Group, Inc.
INCREASED1,0121,011+1+0%$382.1K$355.5K-$26.6K2026-10-26
Sound Financial Strategies Group, LLC
DECREASED1,0101,020-10-1%$385.3K$354.7K-$30.6K2026-10-30
Discipline Wealth Solutions, LLC
DECREASED1,0091,019-10-1%$385.0K$354.4K-$30.6K2026-10-14
Pinnacle Financial Group, LLC / IL
UNCHANGED1,0081,00800%$380.8K$354.0K-$26.8K2026-10-29
W Advisors, LLC
INCREASED1,006982+24+2%$371.0K$353.3K-$17.7K2026-11-02
Wellington Shields Capital Management, LLC
DECREASED1,00023,542-22,542-96%$8.9M$351.2K-$8.5M2026-11-03
Wellington Shields & Co., LLC
DECREASED1,00010,738-9,738-91%$4.1M$351.2K-$3.7M2026-11-03
Diversified Portfolios, Inc.
INCREASED1,000787+213+27%$297.3K$351.2K+$53.9K2026-11-04
Post Resch Tallon Group Inc.
DECREASED1,0001,017-17-2%$384.2K$351.2K-$33.0K2026-10-09
Capital Management Associates
UNCHANGED1,0001,00000%$377.8K$351.2K-$26.6K2026-11-03
Phraction Management LLC
UNCHANGED1,0001,00000%$377.8K$351.2K-$26.6K2026-10-14
Sentinel Pension Advisors, LLC
NEW996—+996——$349.8K—2026-11-02
Asset Advisory Group, Inc.
UNCHANGED99599500%$375.9K$349.5K-$26.4K2026-10-20
Main Line Retirement Advisors, LLC
INCREASED994993+1+0%$375.2K$349.2K-$26.0K2026-10-14
Financial Harvest, LLC
INCREASED993748+245+33%$282.6K$348.8K+$66.3K2026-10-15
Allstreet Capital Advisors LLC
UNCHANGED99099000%$374.0K$347.7K-$26.3K2026-11-04
Financial Network Wealth Advisors LLC
INCREASED980842+138+16%$318.1K$344.2K+$26.1K2026-10-28
Infinity Wealth Counsel, LLC
DECREASED9771,056-79-7%$398.9K$343.1K-$55.8K2026-10-15
Hardin Capital Partners, LLC
NEW975—+975——$342.4K—2026-10-09
Morey & Quinn Wealth Partners, LLC
INCREASED974894+80+9%$337.7K$342.1K+$4.4K2026-10-28
Arrien Investments, Inc.
UNCHANGED97497400%$367.9K$342.1K-$25.9K2026-10-30
Sharkey, Howes & Javer
INCREASED973960+13+1%$362.6K$341.7K-$20.9K2026-10-22
Johnson Bixby & Associates, LLC
UNCHANGED97297200%$367.2K$341.4K-$25.8K2026-10-14
Lifelong Wealth Advisors, Inc.
INCREASED969883+86+10%$333.6K$340.3K+$6.8K2026-10-19
Willow Creek Wealth Management Inc.
DECREASED9691,038-69-7%$392.1K$340.3K-$51.8K2026-10-26
Barton Investment Management
UNCHANGED96596500%$364.6K$338.9K-$25.6K2026-10-27
Shikiar Asset Management Inc
DECREASED9611,600-639-40%$604.0K$337.0K-$267.0K2026-10-20
Guidance Capital, Inc
DECREASED9601,015-55-5%$380.0K$309.3K-$70.7K2026-11-03
Gerber, LLC
INCREASED957906+51+6%$342.1K$336.0K-$6.1K2026-10-21
Blackston Financial Advisory Group, LLC
NEW954—+954——$334.9K—2026-11-04
Farrell Financial LLC
INCREASED954767+187+24%$289.7K$335.0K+$45.3K2026-10-16
Meriwether Wealth & Planning, LLC
INCREASED953807+146+18%$304.8K$334.7K+$29.8K2026-10-13
Atwater Malick LLC
DECREASED9521,096-144-13%$414.0K$334.3K-$79.7K2026-10-15
CMG Global Holdings, LLC
INCREASED949919+30+3%$347.2K$333.3K-$13.9K2026-10-14
Midwest Capital Advisors, LLC
UNCHANGED94894800%$358.1K$333.0K-$25.2K2026-11-04
Brindle & Bay Financial Advisors, LLC
INCREASED946634+312+49%$239.5K$332.1K+$92.6K2026-10-15
Penn Davis Mcfarland Inc
UNCHANGED94394300%$356.2K$331.2K-$25.0K2026-10-23
Outfitters Financial LLC
UNCHANGED94094000%$355.1K$330.1K-$25.0K2026-10-23
Great Waters Wealth Management
DECREASED939953-14-1%$360.0K$329.8K-$30.2K2026-10-07
Parkside Investments, LLC
INCREASED937935+2+0%$353.3K$329.0K-$24.2K2026-10-20
TPG Advisors LLC
UNCHANGED93693600%$353.6K$328.7K-$24.9K2026-10-16
Old Peak Finance LLC
INCREASED934724+210+29%$273.5K$328.0K+$54.5K2026-11-02
Capital Investment Counsel, Inc
UNCHANGED93293200%$352.1K$327.3K-$24.8K2026-10-20
Bayshore Asset Management, LLC
DECREASED9301,279-349-27%$483.1K$329.9K-$153.2K2026-11-03
Curran Financial Partners, LLC
INCREASED929689+240+35%$260.3K$326.3K+$66.0K2026-11-04
First Pacific Financial
INCREASED929858+71+8%$324.0K$326.4K+$2.4K2026-10-14
Trust Co
INCREASED926768+158+21%$290.1K$325.2K+$35.1K2026-10-09
Macroview Investment Management LLC
INCREASED926831+95+11%$313.8K$325.3K+$11.6K2026-10-26
Absher Wealth Management, LLC
UNCHANGED92192100%$347.9K$323.4K-$24.5K2026-11-02
Nearside Advisors, LLC
NEW915—+915——$321.3K—2026-10-20
marrick wealth, LLC
INCREASED915897+18+2%$338.8K$321.3K-$17.5K2026-10-20
Seneca Financial Advisors LLC
UNCHANGED91491400%$345.3K$321.0K-$24.3K2026-10-28
Boyum Wealth Architects LLC
INCREASED907896+11+1%$344.1K$322.1K-$22.0K2026-10-06
LongView Wealth Management
INCREASED906905+1+0%$342.0K$318.3K-$23.7K2026-10-19
FNY Investment Advisers, LLC
DECREASED9033,797-2,894-76%$1.4M$317.0K-$1.1M2026-10-16
John W. Brooker & Co., CPAs
INCREASED901696+205+29%$262.9K$316.4K+$53.5K2026-10-21
Del-Sette Capital Management, LLC
DECREASED901907-6-1%$342.6K$316.4K-$26.2K2026-10-23
Valtinson Bruner Financial Planning LLC
DECREASED899919-20-2%$347.2K$315.8K-$31.4K2026-11-02
AM Investment Strategies LLC
INCREASED897753+144+19%$284.0K$315.0K+$31.0K2026-11-05
Meridian Financial Advisors, LLC
UNCHANGED89389300%$337.3K$313.6K-$23.7K2026-10-14
FSA Investment Group, LLC
DECREASED8823,654-2,772-76%$1.4M$309.8K-$1.1M2026-10-07
Walleye Partners, LLC
INCREASED882859+23+3%$324.5K$309.8K-$14.7K2026-10-13
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED879988-109-11%$373.2K$308.6K-$64.6K2026-10-14
Vista Investment Partners LLC
INCREASED876860+16+2%$324.9K$307.8K-$17.2K2026-10-08
Juno Financial Group LLC
INCREASED875731+144+20%$276.2K$307.3K+$31.1K2026-10-27
First Bancorp, Inc
INCREASED875870+5+1%$328.6K$307.3K-$21.4K2026-10-26
CWS Financial Advisors, LLC
DECREASED873877-40%$331.3K$306.5K-$24.8K2026-10-16
Sentry LLC
DECREASED8722,372-1,500-63%$896.0K$306.2K-$589.8K2026-10-30
Pacific Wealth Strategies Group, Inc.
DECREASED870910-40-4%$343.8K$305.5K-$38.2K2026-11-02
Sincerus Advisory, LLC
INCREASED869765+104+14%$289.1K$305.3K+$16.3K2026-10-09
Planning Strategies Inc.
INCREASED862838+24+3%$316.5K$302.7K-$13.8K2026-10-02
Adkins Seale Capital Management LLC
DECREASED862874-12-1%$330.2K$302.7K-$27.4K2026-10-27
Arbor Wealth Advisors LLC
UNCHANGED86086000%$324.9K$302.0K-$22.8K2026-10-09
Equita Financial Network, Inc.
DECREASED8591,216-357-29%$459.2K$301.6K-$157.7K2026-10-19
Financial Designs Corp
INCREASED857675+182+27%$255.0K$301.1K+$46.1K2026-10-09
Mlp3, LLC
NEW852—+852——$299.3K—2026-10-22
Harbor Group, Inc.
INCREASED852740+112+15%$279.7K$299.1K+$19.4K2026-10-14
Wespac Advisors, LLC
INCREASED850609+241+40%$230.1K$298.5K+$68.5K2026-10-26
Shearwater Capital LLC
UNCHANGED85085000%$321.1K$298.5K-$22.6K2026-10-13
Strategic Advocates LLC
INCREASED846825+21+3%$311.6K$297.1K-$14.5K2026-11-03
626 Financial, LLC
INCREASED842672+170+25%$253.7K$295.8K+$42.1K2026-11-04
Directional Asset Management
INCREASED840805+35+4%$304.0K$295.1K-$8.9K2026-10-22
RHL Group, LLC
DECREASED8391,059-220-21%$400.3K$294.5K-$105.8K2026-11-04
ProCore Advisors, LLC
NEW838—+838——$294.1K—2026-10-14
Dale Q Rice Investment Management Ltd
UNCHANGED83783700%$316.2K$293.9K-$22.2K2026-10-09
Miller Financial Services LLC
NEW833—+833——$292.6K—2026-10-20
Arkansas Financial Group, Inc.
DECREASED833866-33-4%$327.0K$292.4K-$34.6K2026-10-26
Keystone Global Partners, LLC
UNCHANGED83183100%$314.0K$291.9K-$22.1K2026-10-13
R2 Capital Strategies, LLC
DECREASED830906-76-8%$342.2K$291.5K-$50.8K2026-10-15
Lynch Investment Planning, LLC
UNCHANGED82682600%$312.0K$290.1K-$21.9K2026-10-27
Sage Investment Counsel LLC
DECREASED825915-90-10%$345.6K$289.7K-$55.9K2026-10-26
Fell Capital Management
UNCHANGED82282200%$310.5K$288.7K-$21.8K2026-10-09
SS&H Financial Advisors, Inc.
UNCHANGED82082000%$310.0K$288.0K-$22.0K2026-10-28
Graetz Wealth LLC
INCREASED819721+98+14%$272.5K$287.7K+$15.2K2026-10-27
Alpha Advisors, LLC
INCREASED816802+14+2%$303.0K$286.6K-$16.4K2026-10-19
Detalus Advisors, LLC
INCREASED815775+40+5%$292.6K$286.3K-$6.3K2026-10-15
Xena Financial Planning, LLC
UNCHANGED81381300%$307.1K$285.5K-$21.6K2026-10-13
Sima Wealth Partners, LLC
UNCHANGED81081000%$306.0K$284.5K-$21.5K2026-10-19
Fusion Capital, LLC
DECREASED8091,385-576-42%$523.2K$284.1K-$239.0K2026-10-28
Smith Partners Wealth Management, LLC
NEW808—+808——$283.8K—2026-11-05
WBI Investments, LLC
DECREASED806868-62-7%$327.7K$283.0K-$44.8K2026-11-05
Veltria Advisors Corp.
UNCHANGED80680600%$304.5K$283.1K-$21.4K2026-11-05
Sepio Capital, LP
DECREASED8055,098-4,293-84%$1.9M$282.8K-$1.6M2026-10-22
Well Done, LLC
INCREASED805763+42+6%$288.2K$282.7K-$5.5K2026-10-20
Seven Hills Financial, LLC
NEW804—+804——$282.4K—2026-10-13
Iron Financial LLC
DECREASED8031,003-200-20%$378.9K$282.0K-$96.9K2026-10-23
Summit Asset Management, LLC
INCREASED801756+45+6%$285.6K$281.3K-$4.3K2026-11-05
Tlwm
UNCHANGED80180100%$302.6K$281.3K-$21.3K2026-10-09
Ariston Services Group
UNCHANGED79679600%$300.7K$279.5K-$21.1K2026-10-16
Sherry Group, Inc.
UNCHANGED79579500%$296.1K$279.2K-$16.9K2026-10-09
Gordian Advisors LLC
UNCHANGED79579500%$300.3K$279.2K-$21.1K2026-10-30
Prota Financial, LLC
UNCHANGED79479400%$293.3K$272.9K-$20.4K2026-10-08
Michels Family Financial, LLC
DECREASED789895-106-12%$338.2K$277.2K-$61.0K2026-11-02
Zenith Solutions, Inc.
INCREASED787623+164+26%$235.4K$276.4K+$41.0K2026-10-19
ETF Store, Inc.
DECREASED787805-18-2%$304.0K$276.4K-$27.7K2026-10-19
Paladin Partners, LLC
DECREASED786886-100-11%$334.7K$276.0K-$58.7K2026-10-06
Tenon Financial LLC
INCREASED785581+204+35%$219.6K$275.8K+$56.2K2026-10-14
Stirlingshire Investments, Inc.
DECREASED785866-81-9%$327.1K$275.6K-$51.5K2026-11-05
RMG Wealth Management LLC
INCREASED782753+29+4%$313.3K$253.6K-$59.7K2026-10-26
Stage Harbor Financial, LLC
INCREASED781617+164+27%$233.1K$274.3K+$41.2K2026-11-03
Elevate Wealth Advisory, Inc
INCREASED778637+141+22%$240.6K$273.2K+$32.6K2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED773919-146-16%$364.7K$258.5K-$106.2K2026-10-21
Valued Wealth Advisors LLC
INCREASED770745+25+3%$281.4K$270.5K-$10.9K2026-11-05
Camden National Bank
DECREASED768813-45-6%$307.1K$269.7K-$37.4K2026-11-02
Stanich Group LLC
INCREASED768749+19+3%$283.0K$269.7K-$13.2K2026-10-16
Kwmg, LLC
DECREASED766846-80-9%$319.6K$269.0K-$50.6K2026-10-07
Corbyn Investment Management Inc
DECREASED764916-152-17%$346.0K$268.3K-$77.7K2026-10-30
Kentucky Trust Co
INCREASED760710+50+7%$268.2K$266.9K-$1.3K2026-10-15
Pearl Planning LLC
INCREASED759691+68+10%$261.1K$266.7K+$5.5K2026-10-13
Five Pine Wealth Management
INCREASED757756+1+0%$285.5K$265.9K-$19.6K2026-10-20
Sound Stewardship, LLC
UNCHANGED75675600%$285.6K$265.5K-$20.1K2026-10-14
Redwood Park Advisors LLC
INCREASED75052+698+1342%$19.8K$263.5K+$243.8K2026-11-02
Barnes Dennig Private Wealth Management LLC
DECREASED750842-92-11%$318.1K$263.4K-$54.7K2026-10-30
Global Wealth Management, LLC
UNCHANGED75075000%$283.3K$263.4K-$19.9K2026-10-15
Bright Financial Advisors, Inc.
DECREASED749761-12-2%$287.5K$263.0K-$24.4K2026-10-23
Grange Capital, LLC
INCREASED746585+161+28%$220.9K$262.1K+$41.2K2026-10-20
Grove Street Fiduciary, LLC
INCREASED745739+6+1%$279.2K$261.6K-$17.5K2026-10-13
Marotta Asset Management
UNCHANGED74574500%$275.2K$261.7K-$13.5K2026-10-02
Hudson Oak Wealth Advisory LLC
DECREASED741742-10%$280.3K$260.2K-$20.1K2026-10-16
Oregon Pacific Wealth Management, LLC
NEW738—+738——$259.2K—2026-10-20
E6 Portfolios, LLC
DECREASED738888-150-17%$335.3K$259.3K-$76.0K2026-10-26
BetterWealth, LLC
UNCHANGED73773700%$278.4K$258.8K-$19.6K2026-10-15
Sweeney & Michel, LLC
DECREASED735901-166-18%$385.2K$258.0K-$127.3K2026-10-16
Adirondack Capital Advisors, LLC
UNCHANGED73473400%$277.3K$257.8K-$19.5K2026-10-09
Lane Brothers & Co Inc
DECREASED7301,008-278-28%$380.9K$256.5K-$124.5K2026-11-02
Towne Trust Company, N.a
INCREASED730484+246+51%$182.8K$256.4K+$73.5K2026-10-28
Kennicott Capital Management LLC
UNCHANGED73073000%$275.8K$256.4K-$19.4K2026-10-16
MMA Asset Management LLC
DECREASED7262,039-1,313-64%$770.2K$255.0K-$515.3K2026-11-02
Meredith Wealth Planning
INCREASED724700+24+3%$264.4K$254.3K-$10.2K2026-10-14
Aquire Wealth Advisors, LLC
INCREASED719712+7+1%$269.0K$252.5K-$16.5K2026-10-23
Base Wealth Management LLC
INCREASED719718+1+0%$271.4K$252.3K-$19.1K2026-10-21
Clear Point Advisors Inc.
INCREASED717627+90+14%$236.9K$252.0K+$15.0K2026-10-30
Lavelle Capital LP
DECREASED7161,186-470-40%$448.0K$251.5K-$196.6K2026-11-03
Rhodes Investment Advisors Inc
DECREASED715743-28-4%$280.7K$251.1K-$29.6K2026-10-07
Benchmark Financial, LLC
DECREASED715718-30%$271.1K$251.0K-$20.1K2026-10-16
Vista Investment Partners II, LLC
DECREASED7141,180-466-39%$445.8K$250.8K-$195.0K2026-10-15
Dala Group, LLC
INCREASED714665+49+7%$251.1K$250.7K-$3922026-10-29
Foundation Wealth Management, Llc\pa
INCREASED713698+15+2%$263.7K$250.4K-$13.3K2026-10-14
Howard Wealth Management, LLC
UNCHANGED71071000%$268.2K$249.3K-$18.9K2026-10-28
Gen-Wealth Partners Inc
INCREASED709418+291+70%$157.9K$249.1K+$91.2K2026-11-04
IMG Wealth Management, Inc.
INCREASED704170+534+314%$64.2K$247.2K+$183.0K2026-10-27
Taylor Financial Group, Inc.
UNCHANGED70270200%$265.2K$246.5K-$18.6K2026-11-02
Polaris Investment Advisors, LLC
DECREASED7001,200-500-42%$453.3K$245.8K-$207.5K2026-10-20
Enzi Wealth
INCREASED700554+146+26%$215.6K$250.1K+$34.6K2026-10-14
Capital Advantage, Inc.
UNCHANGED69769700%$263.3K$244.8K-$18.5K2026-10-14
Shakespeare Wealth Management, LLC
DECREASED694737-43-6%$278.4K$243.7K-$34.7K2026-10-28
Cypress Financial Planning LLC
INCREASED691666+25+4%$251.7K$242.5K-$9.2K2026-10-09
Avant Financial Advisors LLC
UNCHANGED69069000%$260.6K$242.3K-$18.3K2026-11-02
Cottonwood Capital Advisors, LLC
INCREASED689686+3+0%$259.1K$242.0K-$17.2K2026-10-20
G&S Capital LLC
DECREASED689692-30%$261.4K$242.0K-$19.4K2026-10-23
Dean, Jacobson Financial Services, LLC
INCREASED686677+9+1%$255.7K$240.9K-$14.8K2026-10-29
Koesten, Hirschmann & Crabtree, Inc.
DECREASED685703-18-3%$265.6K$240.6K-$25.0K2026-10-13
Noble Wealth Management PBC
INCREASED683680+3+0%$257.0K$239.7K-$17.3K2026-10-01
Roxbury Financial LLC
UNCHANGED68268200%$257.5K$239.5K-$18.0K2026-10-01
Vision Financial Markets LLC
INCREASED681462+219+47%$172.6K$237.6K+$65.0K2026-10-22
Advanced Asset Management Advisors Inc
INCREASED681677+4+1%$255.7K$239.2K-$16.6K2026-10-20
L. Roy Papp & Associates, LLP
INCREASED680607+73+12%$229.3K$238.8K+$9.5K2026-10-21
Planned Solutions, Inc.
DECREASED680692-12-2%$261.4K$238.8K-$22.6K2026-10-19
Johnson Financial Group, LLC
DECREASED6799,594-8,915-93%$3.6M$238.5K-$3.4M2026-11-03
One River Asset Management, LLC
NEW677—+677——$237.8K—2026-10-21
Santori & Peters, Inc.
DECREASED674715-41-6%$270.1K$236.7K-$33.4K2026-10-26
Encompass More Asset Management
DECREASED672690-18-3%$260.9K$235.9K-$25.0K2026-10-16
BNC Wealth Management, LLC
DECREASED66916,412-15,743-96%$6.2M$234.8K-$6.0M2026-10-19
Able Wealth Management LLC
DECREASED6691,217-548-45%$383.4K$242.4K-$140.9K2026-10-13
Advisory Advocates, LLC
DECREASED668674-6-1%$254.6K$234.6K-$20.0K2026-11-05
Lockerman Financial Group, Inc.
DECREASED667741-74-10%$279.9K$234.2K-$45.7K2026-10-19
Dmkc Advisory Services, LLC
NEW666—+666——$233.9K—2026-11-04
Succession Financial, Inc.
INCREASED664643+21+3%$242.7K$233.0K-$9.7K2026-10-14
Martin Capital Partners, LLC
UNCHANGED66266200%$250.1K$232.6K-$17.5K2026-10-07
Cassilly Financial Group LLC
NEW660—+660——$231.8K—2026-10-07
Bare Financial Services, Inc
INCREASED658581+77+13%$219.5K$231.1K+$11.6K2026-11-04
Buska Wealth Management, LLC
DECREASED656757-101-13%$286.1K$230.3K-$55.8K2026-10-08
First Financial Group Corp
INCREASED655643+12+2%$242.9K$230.0K-$12.9K2026-10-22
Mullooly Asset Management, Inc.
UNCHANGED65565500%$247.4K$230.0K-$17.4K2026-10-30
Culbertson A N & Co Inc
DECREASED650688-38-6%$259.9K$228.3K-$31.6K2026-10-21
Praetorian Wealth Management, Inc.
UNCHANGED65065000%$245.5K$228.3K-$17.3K2026-10-16
Olympiad Research LP
NEW647—+647——$227.2K—2026-11-04
Parthenon LLC
INCREASED647630+17+3%$238.0K$227.2K-$10.8K2026-10-22
Elco Management Co., LLC
DECREASED646751-105-14%$283.7K$226.9K-$56.9K2026-10-14
Retiremitten Financial LLC
DECREASED646663-17-3%$250.4K$227.3K-$23.2K2026-11-05
Global View Capital Management LLC
DECREASED643681-38-6%$257.2K$225.8K-$31.4K2026-10-28
Hartford Financial Management Inc.
UNCHANGED64364300%$242.9K$225.8K-$17.1K2026-10-21
Landaas & Co
NEW642—+642——$225.5K—2026-10-29
Crescent Grove Advisors, LLC
INCREASED642619+23+4%$233.7K$225.5K-$8.2K2026-10-21
Rinkey Investments
UNCHANGED64164100%$242.1K$225.1K-$17.0K2026-10-28
Quarry Hill Advisors, LLC
INCREASED640545+95+17%$205.9K$224.8K+$18.9K2026-11-04
Hurlow Wealth Management Group, Inc.
INCREASED640636+4+1%$240.2K$224.8K-$15.5K2026-10-29
Carolina Wealth Management Inc
DECREASED6391,343-704-52%$507.3K$224.4K-$282.9K2026-10-29
Long Island Wealth Management, Inc.
NEW638—+638——$224.1K—2026-10-20
Integrated Capital Management, LLC
INCREASED637607+30+5%$229.2K$223.8K-$5.5K2026-10-23
Horizon Wealth Management, LLC
NEW633—+633——$222.3K—2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED633642-9-1%$242.6K$229.6K-$13.1K2026-10-09
Northern Capital Management, Inc.
DECREASED632636-4-1%$240.3K$221.9K-$18.4K2026-11-05
Virtus Wealth Solutions LLC
NEW630—+630——$221.2K—2026-11-03
AMI Investment Management Inc
NEW630—+630——$221.3K—2026-10-27
Clayton Financial Group LLC
DECREASED630645-15-2%$243.7K$221.3K-$22.4K2026-10-13
Firestone Capital Management
DECREASED630633-30%$239.1K$221.4K-$17.7K2026-11-03
Lionshead Wealth Management, LLC
DECREASED629652-23-4%$246.3K$220.9K-$25.4K2026-10-21
Gerald Baker Financial Group LLC
DECREASED629635-6-1%$239.9K$221.0K-$18.9K2026-10-09
Fifth Third Securities, Inc.
NEW627—+627——$220.3K—2026-10-21
Stonekeep Investments, LLC
INCREASED626603+23+4%$228.0K$219.8K-$8.2K2026-10-15
4Wealth Advisors, Inc.
DECREASED6222,004-1,382-69%$746.2K$221.2K-$525.1K2026-10-13
Aurelius Family Office LLC
UNCHANGED62062000%$234.2K$217.7K-$16.5K2026-10-23
Measured Risk Portfolios, Inc.
NEW615—+615——$216.0K—2026-10-21
Single Point Partners, LLC
DECREASED6141,018-404-40%$384.6K$215.7K-$168.9K2026-10-19
MJT & Associates Financial Advisory Group, Inc.
DECREASED613803-190-24%$303.2K$215.3K-$87.9K2026-10-07
RS Crum Inc.
DECREASED612712-100-14%$269.1K$215.0K-$54.1K2026-10-19
Northwest Financial Advisors
DECREASED612696-84-12%$263.0K$215.0K-$48.0K2026-10-27
Squire Investment Management Company, LLC
NEW609—+609——$213.9K—2026-11-03
Jordan Park Trust Co LLC
DECREASED608641-33-5%$242.1K$213.5K-$28.6K2026-10-19
Centennial Advisors, LLC
DECREASED605645-40-6%$243.6K$212.6K-$30.9K2026-10-21
Kieckhefer Group LLC
UNCHANGED60160100%$227.0K$211.1K-$16.0K2026-10-13
Compound Global Advisors, LLC
INCREASED600550+50+9%$207.8K$210.7K+$3.0K2026-10-20
Robinson Smith Wealth Advisors LLC
UNCHANGED60060000%$226.7K$210.7K-$15.9K2026-10-22
Stolz & Associates, PS
DECREASED597635-38-6%$239.9K$209.7K-$30.2K2026-11-05
HT Partners LLC
UNCHANGED59759700%$225.5K$209.7K-$15.9K2026-10-20
Fearless Solutions, LLC dba Best Invest
INCREASED596584+12+2%$220.8K$209.5K-$11.3K2026-10-14
Stewardship Concepts Financial Services LLC
NEW595—+595——$209.0K—2026-10-06
Foronjy Financial LLC
NEW593—+593——$208.3K—2026-10-14
Grant Street Asset Management, Inc.
UNCHANGED59359300%$224.0K$208.3K-$15.8K2026-10-26
Essential Planning, Llc.
UNCHANGED59359300%$224.0K$208.3K-$15.8K2026-10-21
CogentBlue Wealth Advisors, LLC
DECREASED5912,395-1,804-75%$904.6K$207.4K-$697.2K2026-10-09
Spectrum Planning & Advisory Services Inc.
NEW590—+590——$207.3K—2026-11-05
Sageworth Trust Co of South Dakota
DECREASED5901,353-763-56%$511.1K$207.2K-$303.9K2026-10-30
Massachusetts Wealth Management
DECREASED5901,090-500-46%$411.7K$207.2K-$204.5K2026-10-21
PFS Partners, LLC
INCREASED590420+170+40%$158.8K$207.1K+$48.3K2026-10-21
Leading Edge Financial Planning LLC
DECREASED590688-98-14%$259.9K$207.2K-$52.7K2026-10-23
Richmond Investment Services, LLC
INCREASED590583+7+1%$220.1K$207.2K-$12.9K2026-10-29
Orin Green Financial, LLC
UNCHANGED58758700%$221.7K$206.1K-$15.6K2026-10-19
Layline Advisors, LLC
DECREASED585609-24-4%$230.1K$205.6K-$24.5K2026-11-02
ARK & TLK Investments, LLC
UNCHANGED58558500%$221.0K$205.4K-$15.5K2026-10-20
GEM Asset Management, LLC
DECREASED584648-64-10%$244.9K$205.0K-$39.9K2026-10-13
Financial Futures Ltd Liability Co.
NEW583—+583——$204.8K—2026-10-13
Asset Allocation Strategies LLC
INCREASED583533+50+9%$201.3K$204.6K+$3.4K2026-10-20
Retirement Wealth Solutions LLC
INCREASED582420+162+39%$158.5K$204.3K+$45.8K2026-10-07
Unify Financial Advisors
UNCHANGED58258200%$219.9K$204.4K-$15.5K2026-11-03
Refined Wealth Management
UNCHANGED58158100%$219.5K$204.0K-$15.4K2026-10-13
Kelly Financial Group LLC
NEW579—+579——$203.3K—2026-10-16
Destiny Capital Corp
NEW579—+579——$203.5K—2026-11-03
Armstrong, Fleming & Moore, Inc
UNCHANGED57657600%$217.6K$202.3K-$15.3K2026-10-28
apricus wealth, LLC
UNCHANGED57557500%$217.2K$201.9K-$15.3K2026-10-26
Burk Holdings LLC
INCREASED572408+164+40%$154.1K$200.9K+$46.8K2026-11-05
Liberty Capital Management, Inc.
UNCHANGED57157100%$215.7K$200.5K-$15.2K2026-11-02
Pioneer Wealth Management Group
NEW570—+570——$200.3K—2026-10-09
Capital Investment Services of America, Inc.
DECREASED570960-390-41%$362.6K$200.2K-$162.5K2026-11-02
Key Capital Management, Inc
INCREASED566190+376+198%$71.8K$198.8K+$127.0K2026-11-03
Flagship Wealth Advisors, LLC
INCREASED553248+305+123%$93.7K$194.2K+$100.5K2026-11-03
Aspect Partners, LLC
INCREASED542541+1+0%$204.4K$190.4K-$14.0K2026-10-20
Bayban
UNCHANGED53953900%$203.6K$203.6K$02026-11-05
CKW Financial Group
INCREASED514331+183+55%$122$177+$552026-10-29
DiNuzzo Private Wealth, Inc.
DECREASED513514-10%$194.2K$180.2K-$14.0K2026-10-16
Piscataqua Savings Bank
UNCHANGED49049000%$185.1K$172.1K-$13.0K2026-10-21
William Mack & Associates, Inc.
NEW486—+486——$170.7K—2026-10-27
Bfsg, LLC
INCREASED479293+186+63%$110.8K$168.3K+$57.5K2026-10-30
Gleason Group, Inc.
INCREASED464463+1+0%$174.9K$162.8K-$12.1K2026-10-15
Harbor Asset Planning, Inc.
UNCHANGED46046000%$173.8K$161.5K-$12.2K2026-10-23
Quaker Wealth Management, LLC
INCREASED457259+198+76%$97.8K$160.5K+$62.7K2026-10-22
Cedar Mountain Advisors, LLC
DECREASED422434-12-3%$163.9K$148.2K-$15.7K2026-10-15
LFA - Lugano Financial Advisors SA
DECREASED421536-115-21%$202.5K$147.9K-$54.6K2026-11-03
Downshift Financial, LLC
INCREASED415367+48+13%$138.6K$145.7K+$7.1K2026-10-13
Halbert Hargrove Global Advisors, LLC
INCREASED414373+41+11%$140.8K$145.4K+$4.6K2026-10-16
Asset Planning,Inc
INCREASED407406+1+0%$153.5K$142.8K-$10.7K2026-10-26
NBZ Investment Advisors LLC
DECREASED402483-81-17%$182.5K$141.2K-$41.3K2026-10-30
Torren Management, LLC
INCREASED401226+175+77%$85.6K$141.0K+$55.4K2026-10-29
Centerpoint Advisors, LLC
INCREASED399245+154+63%$93.0K$140.0K+$47.0K2026-11-05
Cranbrook Wealth Management, LLC
INCREASED396332+64+19%$125.4K$139.1K+$13.7K2026-10-28
KFG LLC
NEW390—+390——$137.0K—2026-11-02
Moisand Fitzgerald Tamayo, LLC
INCREASED380252+128+51%$95.2K$133.5K+$38.3K2026-10-15
Sfam, LLC
UNCHANGED37637600%$142.0K$132.1K-$9.8K2026-11-03
Richardson Capital Management LLC
UNCHANGED37637600%$142.0K$132.0K-$10.0K2026-10-23
Cornerstone National Bank & Trust Co
INCREASED369289+80+28%$106.7K$126.8K+$20.1K2026-10-20
Oriental Harbor Investment Master Fund
DECREASED36465,947-65,583-99%$24.9M$127.8K-$24.8M2026-10-22
Putney Financial Group LLC
NEW358—+358——$125.7K—2026-10-30
Networth Advisors, LLC
UNCHANGED35535500%$134.0K$124.8K-$9.2K2026-11-03
West Financial Advisors, LLC
UNCHANGED34534500%$130.3K$121.2K-$9.2K2026-10-22
Bradley & Co. Private Wealth Management, LLC
UNCHANGED33933900%$128.1K$119.1K-$9.0K2026-10-23
Monetary Solutions, Ltd
INCREASED331325+6+2%$122.8K$116.2K-$6.5K2026-10-22
CGC Financial Services, LLC
DECREASED326349-23-7%$131.8K$114.5K-$17.3K2026-10-13
McCarley & Cook Financial Planners
UNCHANGED32032000%$120.9K$112.4K-$8.5K2026-10-21
MidAtlantic Capital Management, Inc.
NEW318—+318——$111.7K—2026-11-05
Burkett Financial Services, LLC
NEW310—+310——$108.9K—2026-10-01
Kings Path Partners LLC
UNCHANGED30030000%$113.3K$105.4K-$8.0K2026-10-21
Holos Integrated Wealth LLC
UNCHANGED30030000%$111.2K$100.4K-$10.9K2026-10-23
Hickory Point Bank & Trust
UNCHANGED29529500%$111.4K$103.6K-$7.8K2026-10-01
Zeit Capital LLC
DECREASED293299-6-2%$112.9K$102.9K-$10.0K2026-10-19
Lloyd Advisory Services, Llc.
DECREASED286297-11-4%$112.4K$100.3K-$12.1K2026-11-02
Vima LLC
INCREASED283209+74+35%$79.0K$99.4K+$20.4K2026-10-23
Next Level Wealth Planning, LLC
NEW273—+273——$95.9K—2026-10-29
Transce3nd, LLC
INCREASED26054+206+381%$21.6K$87.8K+$66.2K2026-10-26
Cdkv Holdings LLC
UNCHANGED25025000%$94.4K$87.8K-$6.6K2026-10-28
Steph & Co
INCREASED232206+26+13%$77.8K$81.5K+$3.7K2026-10-07
SBK Financial, Inc.
UNCHANGED23023000%$86.9K$80.8K-$6.1K2026-11-02
Barrett & Company, Inc.
UNCHANGED22822800%$86.1K$80.1K-$6.1K2026-10-22
Breakwater Investment Management
INCREASED221184+37+20%$69.5K$77.6K+$8.1K2026-10-20
Montgomery Financial Services LLC
DECREASED215231-16-7%$87.3K$75.5K-$11.8K2026-11-03
Prism Planning Partners LLC
NEW196—+196——$68.8K—2026-10-27
Marquette Asset Management, LLC
DECREASED196227-31-14%$85.8K$68.8K-$16.9K2026-10-09
Baer Investment Advisory LLC
NEW195—+195——$68.5K—2026-10-13
Prudent Man Investment Management, Inc.
INCREASED19347+146+311%$16.3K$67.8K+$51.5K2026-11-03
Maseco LLP
INCREASED192122+70+57%$46.0K$67.4K+$21.4K2026-10-27
Glynn Capital Management LLC
UNCHANGED19119100%$72.2K$67.1K-$5.1K2026-10-07
Team Financial Group, LLC
NEW182—+182——$63.8K—2026-10-30
Pacifica Partners Inc.
UNCHANGED17817800%$64.1K$61.2K-$3.0K2026-10-09
Hoese & Co LLP
UNCHANGED17017000%$64.2K$59.7K-$4.5K2026-10-21
Fairway Wealth LLC
INCREASED15689+67+75%$33.6K$54.8K+$21.2K2026-10-30
Lipe & Dalton
DECREASED154304-150-49%$115.0K$54.0K-$61.0K2026-10-15
Laurel Wealth Advisors LLC
NEW148—+148——$52.0K—2026-10-27
Gilpin Wealth Management, LLC
INCREASED14651+95+186%$19.3K$51.3K+$32.0K2026-10-09
Caitong International Asset Management Co., Ltd
NEW142—+142——$49.9K—2026-10-29
Entrust Financial LLC
INCREASED13188+43+49%$33.2K$46.0K+$12.8K2026-11-04
Decker Retirement Planning Inc.
DECREASED1301,158-1,028-89%$437.3K$45.8K-$391.5K2026-10-19
Three Bridge Wealth Advisors, LLC
NEW127—+127——$44.6K—2026-11-05
Carolina Wealth Advisors, LLC
INCREASED116111+5+5%$41.9K$40.7K-$1.2K2026-10-23
New England Capital Financial Advisors LLC
UNCHANGED11211200%$42.3K$39.3K-$3.0K2026-11-03
Your Advocates Ltd., LLP
UNCHANGED11011000%$41.6K$38.6K-$2.9K2026-11-03
DecisionPoint Financial, LLC
INCREASED10552+53+102%$19.2K$36.1K+$16.9K2026-10-27
Align Financial, LLC
INCREASED10567+38+57%$25.3K$36.9K+$11.6K2026-10-16
Pacific Center for Financial Services
UNCHANGED10510500%$39.7K$36.9K-$2.8K2026-10-15
PayPay Securities Corp
INCREASED10083+17+20%$31.4K$35.1K+$3.8K2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED10010000%$37.8K$35.1K-$2.7K2026-10-14
Nvest Wealth Strategies, Inc.
UNCHANGED959500%$35.9K$33.4K-$2.5K2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED939300%$35.1K$32.7K-$2.5K2026-10-15
Friedenthal Financial
UNCHANGED797900%$29.9K$27.8K-$2.1K2026-10-27
Bernzott Capital Advisors
NEW73—+73——$25.6K—2026-10-29
Birchwood Financial Partners, Inc.
NEW56—+56——$19.7K—2026-11-02
Tradewinds Capital Management, LLC
INCREASED5434+20+59%$12.8K$19.0K+$6.1K2026-10-23
Horizons Wealth Management
NEW50—+50——$17.6K—2026-10-05
NorthAvenue LLC
DECREASED5090-40-44%$34.0K$17.6K-$16.4K2026-10-29
Main Street Group, LTD
UNCHANGED505000%$18.9K$17.6K-$1.3K2026-10-28
Point Nemo Capital, LLC
UNCHANGED494900%$18.5K$17.2K-$1.3K2026-11-03
Sunrise Financial Services, LLC
UNCHANGED444400%$16.6K$15.5K-$1.2K2026-10-21
Phillip James Consulting Co.
UNCHANGED444400%$16.6K$15.5K-$1.2K2026-11-03
Tsfg, LLC
DECREASED43461-418-91%$174.0K$15.0K-$159.0K2026-10-23
SRH Advisors, LLC
UNCHANGED424200%$15.9K$14.8K-$1.1K2026-10-22
POM Investment Strategies, LLC
DECREASED4148-7-15%$18.2K$14.4K-$3.7K2026-10-20
Thompson Investment Management, Inc.
DECREASED4060-20-33%$22.7K$14.0K-$8.6K2026-10-14
Kimelman & Baird, LLC
UNCHANGED333300%$12.5K$11.6K-$8762026-11-03
Fiduciary Advisors, Inc.
DECREASED3034-4-12%$12.8K$10.5K-$2.3K2026-10-16
Fairman Group, LLC
UNCHANGED272700%$10.2K$9.5K-$7172026-10-26
Hurley Capital, LLC
INCREASED2624+2+8%$9.1K$9.1K+$672026-11-05
Sherman Asset Management, Inc.
UNCHANGED252500%$9.4K$8.8K-$6642026-11-05
Intelligent Financial Strategies
NEW18—+18——$6.3K—2026-10-16
Arcadia Investment Advisors LLC
UNCHANGED161600%$6.0K$5.6K-$4242026-10-13
3 Factor Indexing, LLC
UNCHANGED141400%$5.3K$4.9K-$3722026-10-15
Legacies Wealth LLC
UNCHANGED131300%$4.9K$4.6K-$3462026-11-02
Navigoe, LLC
DECREASED1134-23-68%$12$3-$92026-11-04
USA Financial Formulas
NEW10—+10——$3.5K—2026-10-16
St. Johns Investment Management Company, LLC
UNCHANGED101000%$3.9K$3.6K-$2652026-10-30
Beacon Capital Management, Inc.
UNCHANGED101000%$3.8K$3.5K-$2662026-10-13
Bear Mountain Capital, Inc.
NEW8—+8——$2.7K—2026-11-04
Simplex Trading, LLC
CLOSED084,040-84,040-100%$31.7M$0-$31.7M2026-11-04
Hiddenite Capital Partners LP
CLOSED047,500-47,500-100%$17.9M$0-$17.9M2026-10-29
Capricorn Fund Managers Ltd
CLOSED047,500-47,500-100%$17.9M$0-$17.9M2026-11-03
MKP Capital Management, L.L.C.
CLOSED024,000-24,000-100%$9.1M$0-$9.1M2026-11-04
Brick & Kyle, Associates
CLOSED021,948-21,948-100%$6.8M$0-$6.8M2026-11-05
Dara Capital US, Inc.
CLOSED019,788-19,788-100%$7.5M$0-$7.5M2026-10-29
Privium Fund Management (UK) Ltd
CLOSED018,600-18,600-100%$6.9M$0-$6.9M2026-10-30
NIA Impact Advisors, LLC
CLOSED015,149-15,149-100%$5.7M$0-$5.7M2026-11-04
Deane Retirement Strategies, Inc.
CLOSED012,590-12,590-100%$4.8M$0-$4.8M2026-10-09
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED012,243-12,243-100%$4.6M$0-$4.6M2026-10-14
Aubrey Capital Management Ltd
CLOSED010,800-10,800-100%$4.1M$0-$4.1M2026-10-19
Arbor Capital Management Inc
CLOSED06,649-6,649-100%$2.5M$0-$2.5M2026-10-21
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED05,954-5,954-100%$2.2M$0-$2.2M2026-10-13
Gainplan LLC
CLOSED05,424-5,424-100%$2.0M$0-$2.0M2026-10-09
Katamaran Capital LLP
CLOSED05,383-5,383-100%$2.0M$0-$2.0M2026-10-27
Donoghue Forlines LLC
CLOSED04,888-4,888-100%$1.8M$0-$1.8M2026-11-02
Blue Jean Financial LLC
CLOSED04,302-4,302-100%$1.6M$0-$1.6M2026-10-20
Amitell Capital Pte Ltd
CLOSED04,277-4,277-100%$1.6M$0-$1.6M2026-11-02
Hofer & Associates. Inc
CLOSED04,163-4,163-100%$1.6M$0-$1.6M2026-10-13
Yelin Lapidot Holdings Management Ltd.
CLOSED03,229-3,229-100%$1.2M$0-$1.2M2026-10-26
Stegent Equity Advisors, Inc.
CLOSED02,397-2,397-100%$905.5K$0-$905.5K2026-10-13
Tuttle Capital Management, LLC
CLOSED02,335-2,335-100%$882.0K$0-$882.0K2026-10-21
Antonelli Financial Advisors, LLC
CLOSED01,891-1,891-100%$714.0K$0-$714.0K2026-10-13
Scarborough Advisors, LLC
CLOSED01,884-1,884-100%$719.7K$0-$719.7K2026-10-16
Verus Wealth Management, LLC
CLOSED01,349-1,349-100%$509.6K$0-$509.6K2026-10-13
Spectrum Asset Management, Inc. (NB )
CLOSED01,306-1,306-100%$493.3K$0-$493.3K2026-10-19
Marest Capital, LLC
CLOSED01,223-1,223-100%$462.3K$0-$462.3K2026-10-23
TB Alternative Assets Ltd.
CLOSED01,152-1,152-100%$435.2K$0-$435.2K2026-10-16
Hanseatic Management Services Inc
CLOSED01,135-1,135-100%$428.7K$0-$428.7K2026-10-27
RIA Advisory Group LLC
CLOSED01,113-1,113-100%$420.5K$0-$420.5K2026-10-15
Luminvest Wealth Management LLC
CLOSED01,079-1,079-100%$407.6K$0-$407.6K2026-10-14
Sanchez Wealth Management Group
CLOSED01,070-1,070-100%$404.0K$0-$404.0K2026-11-02
Jackson Creek Investment Advisors LLC
CLOSED01,022-1,022-100%$398$0-$3982026-11-04
Kearns & Associates LLC
CLOSED01,000-1,000-100%$377.8K$0-$377.8K2026-10-09
Gibson Capital, LLC
CLOSED0922-922-100%$348.3K$0-$348.3K2026-10-23
R Squared Ltd
CLOSED0906-906-100%$342.2K$0-$342.2K2026-11-06
PFG Private Wealth Management, LLC
CLOSED0720-720-100%$272.1K$0-$272.1K2026-10-15
Chung Wu Investment Group, LLC
CLOSED0700-700-100%$264.4K$0-$264.4K2026-11-03
Alessandra Capital Management, LLC
CLOSED0689-689-100%$260.3K$0-$260.3K2026-10-30
BlueSky Wealth Advisors, LLC
CLOSED0674-674-100%$254.7K$0-$254.7K2026-10-29
Tilia Fiduciary Partners, Inc.
CLOSED0644-644-100%$243.4K$0-$243.4K2026-10-09
Certior Financial Group, LLC
CLOSED0634-634-100%$239.5K$0-$239.5K2026-10-19
Lifetime Wealth Management P.C.
CLOSED0623-623-100%$235.5K$0-$235.5K2026-10-29
Bender Robert & Associates
CLOSED0622-622-100%$235.0K$0-$235.0K2026-10-21
LVZ, Inc.
CLOSED0613-613-100%$231.7K$0-$231.7K2026-10-20
Provident Wealth Management, LLC
CLOSED0612-612-100%$231.2K$0-$231.2K2026-10-20
Peak Financial Management, Inc.
CLOSED0591-591-100%$223.6K$0-$223.6K2026-10-16
Dumont & Blake Investment Advisors LLC
CLOSED0587-587-100%$221.9K$0-$221.9K2026-10-28
Hillcrest Wealth Advisors - NY, LLC
CLOSED0577-577-100%$218.0K$0-$218.0K2026-10-22
GEN Financial Management, Inc.
CLOSED0574-574-100%$216.8K$0-$216.8K2026-10-13
IMPACTfolio, LLC
CLOSED0571-571-100%$215.7K$0-$215.7K2026-10-28
Droms Strauss Advisors Inc
CLOSED0569-569-100%$214.9K$0-$214.9K2026-11-03
Tufton Capital Management
CLOSED0568-568-100%$214.0K$0-$214.0K2026-10-20
Town Capital LLC
CLOSED0565-565-100%$213.4K$0-$213.4K2026-11-03
Farrow Financial, Inc.
CLOSED0565-565-100%$213.4K$0-$213.4K2026-10-30
Stephenson & Company, Inc.
CLOSED0559-559-100%$211.2K$0-$211.2K2026-10-30
New Dimensions Wealth Management, LLC
CLOSED0554-554-100%$209.3K$0-$209.3K2026-11-02
Corepath Wealth Partners LLC
CLOSED0553-553-100%$215.1K$0-$215.1K2026-10-21
Rodgers & Associates, LTD
CLOSED0551-551-100%$208.1K$0-$208.1K2026-10-20
Ardent Capital Management, Inc.
CLOSED0550-550-100%$207.8K$0-$207.8K2026-10-16
Israel Discount Bank of New York
CLOSED0549-549-100%$207.4K$0-$207.4K2026-10-14
Altiora Financial Group, LLC
CLOSED0548-548-100%$207.0K$0-$207.0K2026-11-04
Dodds Wealth, LLC
CLOSED0547-547-100%$206.7K$0-$206.7K2026-11-02
Dorval Corp
CLOSED0542-542-100%$204.8K$0-$204.8K2026-10-29
OAK Family Advisors, LLC
CLOSED0541-541-100%$204.2K$0-$204.2K2026-10-19
Frontier Asset Management, LLC
CLOSED0540-540-100%$204.1K$0-$204.1K2026-10-28
Cherry Creek Investment Advisors, Inc.
CLOSED0537-537-100%$202.8K$0-$202.8K2026-10-14
Bill Few Associates, Inc.
CLOSED0536-536-100%$202.5K$0-$202.5K2026-10-09
McClarren Financial Advisors, Inc.
CLOSED0533-533-100%$201.2K$0-$201.2K2026-10-15
Hopwood Financial Services, Inc.
CLOSED0532-532-100%$201.0K$0-$201.0K2026-10-29
J. Team Financial, Inc.
CLOSED0531-531-100%$200.8K$0-$200.8K2026-11-03
Robinswood Financial LLC
CLOSED0499-499-100%$188.7K$0-$188.7K2026-10-20
Vermillion Wealth Management, Inc.
CLOSED0246-246-100%$92.9K$0-$92.9K2026-10-26
Stone House Investment Management, LLC
CLOSED0232-232-100%$87.6K$0-$87.6K2026-10-23
Pier 88 Investment Partners LLC
CLOSED0200-200-100%$75.6K$0-$75.6K2026-11-06
Sims Investment Management, LLC
CLOSED040-40-100%$13.3K$0-$13.3K2026-10-13
Whipplewood Advisors, LLC
CLOSED032-32-100%$12.1K$0-$12.1K2026-10-20
Midway Capital Research & Management
CLOSED014-14-100%$5.3K$0-$5.3K2026-10-20
Kroeger Financial Partners
CLOSED03-3-100%$1.1K$0-$1.1K2026-10-19
Prairie Wealth Advisors, Inc.
UNCHANGED000—$4.8M$4.7M-$132.1K2026-10-29
BlackRock, Inc.
N/A—398,213,826-398,213,826-100%$150.4B———
Vanguard Capital Management LLC
N/A—309,168,582-309,168,582-100%$116.8B———
State Street Corp
N/A—196,900,541-196,900,541-100%$74.4B———
FMR LLC
N/A—144,359,173-144,359,173-100%$54.5B———
Vanguard Portfolio Management LLC
N/A—127,001,513-127,001,513-100%$48.0B———
Capital World Investors
N/A—121,892,859-121,892,859-100%$46.0B———
Geode Capital Management, LLC
N/A—116,394,795-116,394,795-100%$43.9B———
Capital Research Global Investors
N/A—113,126,312-113,126,312-100%$42.7B———
JPMorgan Chase & Co
N/A—95,016,148-95,016,148-100%$35.4B———
Price T Rowe Associates Inc
N/A—82,851,970-82,851,970-100%$31.3B———
Capital International Investors
N/A—81,822,766-81,822,766-100%$30.9B———
Morgan Stanley
N/A—79,037,987-79,037,987-100%$29.9B———
Invesco Ltd.
N/A—69,184,330-69,184,330-100%$26.1B———
Norges Bank
N/A—65,970,988-65,970,988-100%$24.9B———
Bank of America Corp
N/A—61,423,013-61,423,013-100%$23.2B———
Wellington Management Group LLP
N/A—51,580,703-51,580,703-100%$19.5B———
Northern Trust Corp
N/A—48,192,379-48,192,379-100%$18.2B———
UBS Asset Management Americas LLC
N/A—40,180,530-40,180,530-100%$15.2B———
Goldman Sachs Group Inc
N/A—39,180,084-39,180,084-100%$14.8B———
Nuveen, LLC
N/A—33,885,162-33,885,162-100%$12.8B———
Charles Schwab Investment Management Inc
N/A—33,404,003-33,404,003-100%$12.6B———
Legal & General Group Plc
N/A—31,762,138-31,762,138-100%$12.0B———
Vanguard Fiduciary Trust Co
N/A—27,188,049-27,188,049-100%$10.3B———
Amundi
N/A—26,729,788-26,729,788-100%$10.1B———
Ameriprise Financial Inc
N/A—26,532,842-26,532,842-100%$10.0B———
Wells Fargo & Company
N/A—25,147,594-25,147,594-100%$9.5B———
UBS Group AG
N/A—25,139,967-25,139,967-100%$9.5B———
Franklin Resources Inc
N/A—24,690,618-24,690,618-100%$9.3B———
Alliancebernstein L.P.
N/A—23,017,993-23,017,993-100%$7.1B———
Jennison Associates LLC
N/A—21,406,143-21,406,143-100%$8.1B———
Royal Bank of Canada
N/A—20,519,138-20,519,138-100%$7.8B———
Jupiter Topco LLC
N/A—19,583,057-19,583,057-100%$7.4B———
Raymond James Financial Inc
N/A—16,424,241-16,424,241-100%$6.2B———
Fisher Asset Management, LLC
N/A—15,131,673-15,131,673-100%$5.7B———
Deutsche Bank Ag\
N/A—14,986,674-14,986,674-100%$5.7B———
Van Eck Associates Corp
N/A—14,830,051-14,830,051-100%$5.6B———
HSBC Holdings PLC
N/A—14,781,948-14,781,948-100%$5.6B———
SG Americas Securities, LLC
N/A—13,747,070-13,747,070-100%$5.2B———
Canada Pension Plan Investment Board
N/A—13,024,957-13,024,957-100%$4.9B———
Swiss National Bank
N/A—12,686,290-12,686,290-100%$4.8B———
California Public Employees Retirement System
N/A—12,483,106-12,483,106-100%$4.7B———
Massachusetts Financial Services Co
N/A—12,084,090-12,084,090-100%$5.5B———
Bank of Montreal
N/A—11,734,582-11,734,582-100%$4.4B———
Schroder Investment Management Group
N/A—10,937,682-10,937,682-100%$4.1B———
Vanguard Global Advisers, LLC
N/A—10,214,768-10,214,768-100%$3.9B———
National Pension Service
N/A—9,612,865-9,612,865-100%$3.6B———
Nordea Investment Management AB
N/A—9,596,088-9,596,088-100%$3.6B———
Vanguard Asset Management, Ltd
N/A—9,000,720-9,000,720-100%$3.4B———
Arrowstreet Capital, Limited Partnership
N/A—8,593,712-8,593,712-100%$3.2B———
Rhumbline Advisers
N/A—8,151,966-8,151,966-100%$3.1B———
Envestnet Asset Management Inc
N/A—7,893,692-7,893,692-100%$3.0B———
Voya Investment Management LLC
N/A—7,860,666-7,860,666-100%$3.0B———
American Century Companies Inc
N/A—7,847,715-7,847,715-100%$3.0B———
T. Rowe Price Investment Management, Inc.
N/A—7,824,516-7,824,516-100%$3.0B———
Clearbridge Investments, LLC
N/A—7,382,405-7,382,405-100%$2.8B———
National Bank of Canada
N/A—7,277,531-7,277,531-100%$2.7B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—6,960,170-6,960,170-100%$2.6B———
LPL Financial LLC
N/A—6,883,612-6,883,612-100%$2.6B———
California State Teachers Retirement System
N/A—6,826,308-6,826,308-100%$2.6B———
AQR Capital Management LLC
N/A—6,683,693-6,683,693-100%$2.5B———
Manufacturers Life Insurance Company, the
N/A—6,445,882-6,445,882-100%$2.4B———
BNP Paribas Financial Markets
N/A—6,340,950-6,340,950-100%$2.4B———
Coatue Management LLC
N/A—5,846,831-5,846,831-100%$2.2B———
TD Asset Management Inc
N/A—5,601,668-5,601,668-100%$2.1B———
BNP Paribas Asset Management Holding S.A.
N/A—5,581,853-5,581,853-100%$2.1B———
Victory Capital Management Inc
N/A—5,555,094-5,555,094-100%$2.1B———
Russell Investments Group, Ltd.
N/A—5,546,065-5,546,065-100%$2.1B———
Nomura Asset Management Co LTD
N/A—5,385,324-5,385,324-100%$2.0B———
First Trust Advisors LP
N/A—5,141,470-5,141,470-100%$1.9B———
New York State Common Retirement Fund
N/A—4,956,430-4,956,430-100%$1.9B———
APG Asset Management N.V.
N/A—4,928,833-4,928,833-100%$1.6B———
Susquehanna International Group, LLP
N/A—4,822,793-4,822,793-100%$1.8B———
Aviva PLC
N/A—4,687,634-4,687,634-100%$1.8B———
Winslow Capital Management, LLC
N/A—4,633,364-4,633,364-100%$1.8B———
Bessemer Group Inc
N/A—4,625,742-4,625,742-100%$1.7B———
Stifel Financial Corp
N/A—4,510,303-4,510,303-100%$1.7B———
Rafferty Asset Management, LLC
N/A—4,476,607-4,476,607-100%$1.7B———
SEI Investments Co
N/A—4,462,157-4,462,157-100%$1.7B———
Ensign Peak Advisors, Inc
N/A—4,319,433-4,319,433-100%$1.6B———
Bank of Nova Scotia
N/A—4,278,021-4,278,021-100%$1.6B———
Aberdeen Group plc
N/A—4,257,210-4,257,210-100%$1.6B———
Adage Capital Partners GP, L.L.C.
N/A—4,196,656-4,196,656-100%$1.6B———
DnB Asset Management AS
N/A—4,133,220-4,133,220-100%$1.6B———
Natixis Advisors, LLC
N/A—4,094,884-4,094,884-100%$1.5B———
Neuberger Berman Group LLC
N/A—4,088,730-4,088,730-100%$1.5B———
Jones Financial Companies Lllp
N/A—3,984,469-3,984,469-100%$1.5B———
CIBC Bancorp USA Inc.
N/A—3,973,059-3,973,059-100%$1.5B———
Prudential Financial Inc
N/A—3,970,642-3,970,642-100%$1.5B———
State Board of Administration of Florida Retirement System
N/A—3,959,884-3,959,884-100%$1.5B———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—3,786,447-3,786,447-100%$1.4B———
Credit Agricole S A
N/A—3,774,546-3,774,546-100%$1.4B———
Royal London Asset Management LTD
N/A—3,763,485-3,763,485-100%$1.4B———
Allianz Asset Management GmbH
N/A—3,730,615-3,730,615-100%$1.4B———
Canada Life Assurance Co
N/A—3,574,476-3,574,476-100%$1.3B———
Mariner, LLC
N/A—3,565,721-3,565,721-100%$1.3B———
Danske Bank A/S
N/A—3,269,534-3,269,534-100%$1.2B———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—3,267,040-3,267,040-100%$1.2B———
Korea Investment Corp
N/A—3,207,023-3,207,023-100%$1.2B———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—3,112,751-3,112,751-100%$1.2B———
Cerity Partners LLC
N/A—3,055,390-3,055,390-100%$1.2B———
Rockefeller Capital Management L.P.
N/A—3,017,771-3,017,771-100%$1.1B———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,934,259-2,934,259-100%$1.1B———
Citadel Advisors LLC
N/A—2,901,715-2,901,715-100%$1.1B———
Quantinno Capital Management LP
N/A—2,851,458-2,851,458-100%$1.1B———
Acadian Asset Management LLC
N/A—2,802,074-2,802,074-100%$1.1B———
Fred Alger Management, LLC
N/A—2,755,271-2,755,271-100%$1.0B———
D. E. Shaw & Co., Inc.
N/A—2,722,161-2,722,161-100%$1.0B———
Toronto Dominion Bank
N/A—2,718,106-2,718,106-100%$1.0B———
Chevy Chase Trust Holdings, LLC
N/A—2,683,718-2,683,718-100%$1.0B———
Focus Partners Wealth
N/A—2,659,162-2,659,162-100%$1.0B———
Nomura Asset Management International Inc.
N/A—2,627,357-2,627,357-100%$992.5M———
LOS Angeles Capital Management LLC
N/A—2,582,497-2,582,497-100%$975.5M———
Handelsbanken Fonder AB
N/A—2,485,199-2,485,199-100%$938.8M———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,482,779-2,482,779-100%$937.9M———
Storebrand Asset Management AS
N/A—2,461,236-2,461,236-100%$929.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—2,433,874-2,433,874-100%$919.4M———
State of Wisconsin Investment Board
N/A—2,417,133-2,417,133-100%$913.1M———
Treasurer of the State of North Carolina
N/A—2,392,600-2,392,600-100%$903.8M———
Vanguard Investments Australia, Ltd.
N/A—2,307,657-2,307,657-100%$871.7M———
Public Sector Pension Investment Board
N/A—2,276,724-2,276,724-100%$860.0M———
HighTower Advisors, LLC
N/A—2,231,188-2,231,188-100%$842.8M———
Public Employees Retirement Association of Colorado
N/A—2,203,423-2,203,423-100%$832.3M———
Employees Provident Fund Board
N/A—2,154,322-2,154,322-100%$813.8M———
First Manhattan Co. Llc.
N/A—2,150,271-2,150,271-100%$812.3M———
Polar Capital Holdings Plc
N/A—2,131,702-2,131,702-100%$805.3M———
Capital International, Inc.
N/A—2,116,092-2,116,092-100%$799.4M———
Man Group plc
N/A—2,087,421-2,087,421-100%$788.5M———
Menora Mivtachim Holdings Ltd.
N/A—2,070,114-2,070,114-100%$782.0M———
Captrust Financial Advisors
N/A—2,069,516-2,069,516-100%$781.8M———
William Blair Investment Management, LLC
N/A—2,056,135-2,056,135-100%$776.7M———
Panagora Asset Management Inc
N/A—2,050,986-2,050,986-100%$774.8M———
Baird Financial Group, Inc.
N/A—2,014,004-2,014,004-100%$760.8M———
ING Groep NV
N/A—2,003,666-2,003,666-100%$756.9M———
Polen Capital Management LLC
N/A—1,960,209-1,960,209-100%$740.5M———
Edgewood Management LLC
N/A—1,958,035-1,958,035-100%$739.6M———
Blue Sparrow, LLC
N/A—1,952,426-1,952,426-100%$737.5M———
Federated Hermes, Inc.
N/A—1,882,798-1,882,798-100%$711.2M———
KLP Kapitalforvaltning AS
N/A—1,863,840-1,863,840-100%$704.1M———
Thornburg Investment Management Inc
N/A—1,830,149-1,830,149-100%$691.3M———
Caisse de Depot ET Placement DU Quebec
N/A—1,826,045-1,826,045-100%$689.8M———
Public Employees Retirement System of Ohio
N/A—1,821,927-1,821,927-100%$688.2M———
Brown Advisory Inc
N/A—1,812,009-1,812,009-100%$684.5M———
Janney Montgomery Scott LLC
N/A—1,784,681-1,784,681-100%$674.2M———
Tiger Global Management LLC
N/A—1,754,062-1,754,062-100%$662.6M———
1832 Asset Management L.P.
N/A—1,739,123-1,739,123-100%$657.0M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—1,711,360-1,711,360-100%$646.5M———
CI Investments Inc.
N/A—1,699,851-1,699,851-100%$642.1M———
ASK Capital Management, LLC
N/A—1,695,069-1,695,069-100%$640.3M———
Lord, Abbett & Co. LLC
N/A—1,679,761-1,679,761-100%$634.5M———
Lazard Asset Management LLC
N/A—1,677,045-1,677,045-100%$633.5M———
AustralianSuper Pty Ltd
N/A—1,674,682-1,674,682-100%$632.6M———
CIBC World Market Inc.
N/A—1,674,662-1,674,662-100%$632.6M———
Tidal Investments LLC
N/A—1,654,652-1,654,652-100%$622.2M———
Cetera Investment Advisers
N/A—1,653,411-1,653,411-100%$624.6M———
State of Tennessee, Department of Treasury
N/A—1,633,240-1,633,240-100%$617.0M———
Artisan Partners Limited Partnership
N/A—1,612,184-1,612,184-100%$609.0M———
Jupiter Asset Management LTD
N/A—1,601,391-1,601,391-100%$599.6M———
Teacher Retirement System of Texas
N/A—1,591,945-1,591,945-100%$601.4M———
Macquarie Group LTD
N/A—1,575,985-1,575,985-100%$595.3M———
Nissay Asset Management Corp N
N/A—1,573,480-1,573,480-100%$594.4M———
Westfield Capital Management Co LP
N/A—1,556,522-1,556,522-100%$588.0M———
Life Cycle Investment Partners Ltd
N/A—1,556,143-1,556,143-100%$587.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,533,500-1,533,500-100%$579.3M———
M&T Bank Corp
N/A—1,521,040-1,521,040-100%$574.6M———
TCW Group Inc
N/A—1,498,279-1,498,279-100%$566.0M———
Tredje Ap-fonden
N/A—1,459,596-1,459,596-100%$551.4M———
Osaic Holdings, Inc.
N/A—1,449,822-1,449,822-100%$547.8M———
Saturna Capital Corp
N/A—1,445,853-1,445,853-100%$558.8M———
Capitolis Liquid Global Markets LLC
N/A—1,445,100-1,445,100-100%$545.9M———
Commerce Bank
N/A—1,437,167-1,437,167-100%$542.9M———
Resona Asset Management Co.,Ltd.
N/A—1,422,107-1,422,107-100%$535.6M———
Fayez Sarofim & Co
N/A—1,416,634-1,416,634-100%$535.1M———
DSM Capital Partners LLC
N/A—1,414,647-1,414,647-100%$534.4M———
Baillie Gifford & Co
N/A—1,357,957-1,357,957-100%$513.0M———
Carmignac Gestion
N/A—1,354,155-1,354,155-100%$511.5M———
Bridgewater Associates, LP
N/A—1,317,923-1,317,923-100%$497.8M———
Marex Group Ltd
N/A—1,307,872-1,307,872-100%$494.0M———
Huntington National Bank
N/A—1,298,082-1,298,082-100%$490.4M———
MetLife Investment Management, LLC
N/A—1,264,573-1,264,573-100%$477.7M———
Mercer Global Advisors Inc
N/A—1,231,090-1,231,090-100%$465.0M———
Northwestern Mutual Wealth Management Co
N/A—1,201,650-1,201,650-100%$453.9M———
Rathbones Group PLC
N/A—1,185,772-1,185,772-100%$447.9M———
Marshall Wace, LLP
N/A—1,181,899-1,181,899-100%$446.5M———
Woodline Partners LP
N/A—1,176,662-1,176,662-100%$444.5M———
Farallon Capital Management, L.L.C.
N/A—1,151,800-1,151,800-100%$435.1M———
FIL Ltd
N/A—1,134,349-1,134,349-100%$428.5M———
Sands Capital Management, LLC
N/A—1,126,912-1,126,912-100%$425.7M———
HM Payson & Co
N/A—1,098,181-1,098,181-100%$414.8M———
Point72 Asset Management, L.P.
N/A—1,023,500-1,023,500-100%$386.6M———
Squarepoint Ops LLC
N/A—1,021,740-1,021,740-100%$386.0M———
Vinva Investment Management Ltd
N/A—1,016,966-1,016,966-100%$378.8M———
Erste Asset Management GmbH
N/A—1,014,935-1,014,935-100%$377.9M———
Capital International Sarl
N/A—995,909-995,909-100%$376.2M———
Pinebridge Investments LLC
N/A—990,679-990,679-100%$374.2M———
Mufg Securities Emea plc
N/A—978,902-978,902-100%$369.8M———
Groupama Asset Managment
N/A—970,123-970,123-100%$362.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—965,878-965,878-100%$364.6M———
Mediolanum International Funds Ltd
N/A—963,484-963,484-100%$358.8M———
&partners
N/A—956,184-956,184-100%$361.2M———
NewEdge Advisors, LLC
N/A—939,989-939,989-100%$355.1M———
Blair William & Co
N/A—929,716-929,716-100%$351.2M———
Epoch Investment Partners, Inc.
N/A—929,562-929,562-100%$351.1M———
Worldquant Millennium Advisors LLC
N/A—901,911-901,911-100%$340.7M———
Zurich Insurance Group Ltd
N/A—888,007-888,007-100%$335.4M———
EP Wealth Advisors, LLC
N/A—883,315-883,315-100%$333.7M———
Teachers Retirement System of the State of Kentucky
N/A—882,696-882,696-100%$333.4M———
Loomis Sayles & Co L P
N/A—871,078-871,078-100%$329.0M———
QRG Capital Management, Inc.
N/A—854,920-854,920-100%$322.9M———
Railway Pension Investments Ltd
N/A—852,192-852,192-100%$321.9M———
Renaissance Technologies LLC
N/A—849,835-849,835-100%$321.0M———
ABN Amro Bank N.V.
N/A—847,521-847,521-100%$319.3M———
O'shaughnessy Asset Management, LLC
N/A—835,057-835,057-100%$315.4M———
Zacks Investment Management
N/A—834,829-834,829-100%$315.4M———
Vanguard Personalized Indexing Management, LLC
N/A—834,264-834,264-100%$315.1M———
Guggenheim Capital LLC
N/A—822,738-822,738-100%$310.8M———
Silvercrest Asset Management Group LLC
N/A—820,278-820,278-100%$309.9M———
MML Investors Services, LLC
N/A—816,618-816,618-100%$308.5M———
Banco Santander, S.A.
N/A—816,346-816,346-100%$308.4M———
Steward Partners Investment Advisory, LLC
N/A—811,617-811,617-100%$306.6M———
Paradigm Capital Management Inc
N/A—809,000-809,000-100%$305.6M———
Jane Street Group, LLC
N/A—798,169-798,169-100%$301.5M———
LGT Group Foundation
N/A—794,452-794,452-100%$300.1M———
Employees Retirement System of Texas
N/A—790,055-790,055-100%$298.4M———
AE Wealth Management LLC
N/A—787,667-787,667-100%$297.5M———
Intech Investment Management LLC
N/A—781,606-781,606-100%$295.3M———
Federation des caisses Desjardins du Quebec
N/A—778,911-778,911-100%$294.2M———
IEQ Capital, LLC
N/A—764,997-764,997-100%$289.0M———
Summit Trail Advisors, LLC
N/A—761,224-761,224-100%$287.6M———
Advisors Capital Management, LLC
N/A—759,833-759,833-100%$287.0M———
USS Investment Management Ltd
N/A—756,791-756,791-100%$285.5M———
Primecap Management Co
N/A—736,773-736,773-100%$278.3M———
Omers Administration Corp
N/A—732,131-732,131-100%$276.6M———
Pacer Advisors, Inc.
N/A—729,373-729,373-100%$275.5M———
Sanctuary Advisors, LLC
N/A—729,103-729,103-100%$275.4M———
Penserra Capital Management LLC
N/A—717,249-717,249-100%$270.9M———
Clark Capital Management Group, Inc.
N/A—709,876-709,876-100%$268.2M———
Whittier Trust Co
N/A—706,685-706,685-100%$264.2M———
Utah Retirement Systems
N/A—706,337-706,337-100%$266.8M———
Police & Firemen's Retirement System of New Jersey
N/A—697,806-697,806-100%$263.6M———
First Financial Bankshares Inc
N/A—691,324-691,324-100%$261.1M———
Groupe la Francaise
N/A—678,338-678,338-100%$254.2M———
Empowered Funds, LLC
N/A—674,343-674,343-100%$254.7M———
British Columbia Investment Management Corp
N/A—674,338-674,338-100%$254.7M———
MAI Capital Management
N/A—666,214-666,214-100%$251.7M———
Sequoia Financial Advisors, LLC
N/A—665,884-665,884-100%$251.5M———
Wealthfront Advisers LLC
N/A—654,462-654,462-100%$247.2M———
LBP AM SA
N/A—650,117-650,117-100%$245.6M———
OFI Invest Asset Management
N/A—647,875-647,875-100%$215.6M———
Phoenix Financial Ltd.
N/A—646,023-646,023-100%$244.0M———
Liontrust Investment Partners LLP
N/A—642,254-642,254-100%$242.6M———
Varma Mutual Pension Insurance Co
N/A—641,830-641,830-100%$242.5M———
Unisphere Establishment
N/A—641,600-641,600-100%$242.4M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—610,705-610,705-100%$230.7M———
Jacobs Levy Equity Management, Inc
N/A—605,681-605,681-100%$228.8M———
Fukoku Mutual Life Insurance Co
N/A—599,883-599,883-100%$226.6M———
Andra Ap-fonden
N/A—591,860-591,860-100%$223.6M———
Pathstone Holdings, LLC
N/A—589,031-589,031-100%$223.1M———
Ilmarinen Mutual Pension Insurance Co
N/A—586,503-586,503-100%$221.6M———
Brown Brothers Harriman & Co
N/A—567,850-567,850-100%$214.5M———
Prudential PLC
N/A—563,854-563,854-100%$213.0M———
Two Sigma Investments, LP
N/A—560,530-560,530-100%$211.7M———
Danica Pension, Livsforsikringsaktieselskab
N/A—549,989-549,989-100%$207.8M———
Vident Advisory, LLC
N/A—539,774-539,774-100%$203.9M———
Atalanta Sosnoff Capital, LLC
N/A—532,295-532,295-100%$201.1M———
Cullen Capital Management, LLC
N/A—532,119-532,119-100%$201.0M———
Blue Whale Capital LLP
N/A—530,478-530,478-100%$200.4M———
Flputnam Investment Management Co
N/A—529,406-529,406-100%$200.0M———
Scotia Capital Inc.
N/A—525,031-525,031-100%$198.3M———
Alyeska Investment Group, L.P.
N/A—518,725-518,725-100%$195.9M———
Bamco Inc
N/A—514,536-514,536-100%$194.4M———
Michael & Susan Dell Foundation
N/A—510,836-510,836-100%$193.0M———
Klingenstein Fields & Co LP
N/A—504,659-504,659-100%$190.6M———
NewEdge Wealth, LLC
N/A—502,221-502,221-100%$189.7M———
Nomura Holdings Inc
N/A—497,781-497,781-100%$188.0M———
Scge Management, L.P.
N/A—486,400-486,400-100%$183.7M———
Harvest Portfolios Group Inc.
N/A—481,341-481,341-100%$181.8M———
Commerzbank Aktiengesellschaft
N/A—480,306-480,306-100%$181.4M———
Silvant Capital Management LLC
N/A—472,537-472,537-100%$178.5M———
Elo Mutual Pension Insurance Co
N/A—468,816-468,816-100%$177.1M———
UMB Bank, n.a.
N/A—467,314-467,314-100%$176.5M———
Cantor Fitzgerald, L. P.
N/A—466,956-466,956-100%$176.4M———
Great Lakes Advisors, LLC
N/A—461,967-461,967-100%$174.5M———
Capstone Investment Advisors, LLC
N/A—448,295-448,295-100%$169.3M———
Empower Advisory Group, LLC
N/A—440,326-440,326-100%$166.3M———
Donaldson Capital Management, LLC
N/A—440,150-440,150-100%$166.3M———
Qube Research & Technologies Ltd
N/A—431,735-431,735-100%$163.1M———
Clal Insurance Enterprises Holdings Ltd
N/A—430,248-430,248-100%$162.5M———
Allstate Corp
N/A—424,406-424,406-100%$160.3M———
Crake Asset Management LLP
N/A—421,977-421,977-100%$159.4M———
SIT Investment Associates Inc
N/A—415,970-415,970-100%$157.1M———
Investment Management Corp of Ontario
N/A—411,473-411,473-100%$155.4M———
Bridges Investment Management Inc
N/A—409,492-409,492-100%$154.7M———
Value Aligned Research Advisors, LLC
N/A—407,611-407,611-100%$154.0M———
ARK Investment Management LLC
N/A—407,202-407,202-100%$153.8M———
Axiom Investors LLC
N/A—406,798-406,798-100%$153.7M———
Capital International LTD
N/A—406,380-406,380-100%$153.5M———
Johnson Investment Counsel Inc
N/A—402,688-402,688-100%$152.1M———
Glenmede Trust Co NA
N/A—400,753-400,753-100%$151.4M———
Schonfeld Strategic Advisors LLC
N/A—400,000-400,000-100%$151.1M———
Stephens Inc
N/A—398,533-398,533-100%$150.8M———
Jensen Investment Management Inc
N/A—392,082-392,082-100%$148.1M———
Beacon Pointe Advisors, LLC
N/A—391,561-391,561-100%$147.9M———
Munro Partners
N/A—389,356-389,356-100%$147.1M———
Defiance ETFs, LLC
N/A—387,371-387,371-100%$143.1M———
Migdal Insurance & Financial Holdings Ltd.
N/A—382,416-382,416-100%$144.5M———
Ancora Advisors LLCA
N/A—375,649-375,649-100%$141.9M———
GQG Partners LLC
N/A—372,865-372,865-100%$140.8M———
Skandinaviska Enskilda Banken AB (publ)
N/A—370,938-370,938-100%$140.0M———
Mizuho Securities USA LLC
N/A—370,671-370,671-100%$140.0M———
Millennium Management LLC
N/A—369,305-369,305-100%$139.5M———
Oaktop Capital Management II, L.P.
N/A—362,760-362,760-100%$137.0M———
BNP Paribas
N/A—360,611-360,611-100%$135.5M———
Clear Street Group Inc.
N/A—354,694-354,694-100%$134.0M———
EFG International AG
N/A—350,765-350,765-100%$132.5M———
Waverly Advisors, LLC
N/A—350,604-350,604-100%$132.4M———
Norinchukin Bank, The
N/A—349,853-349,853-100%$132.2M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—342,378-342,378-100%$129.3M———
Harvard Management Co Inc
N/A—338,346-338,346-100%$127.8M———
Gotham Asset Management, LLC
N/A—337,845-337,845-100%$127.6M———
Allworth Financial LP
N/A—335,212-335,212-100%$126.6M———
Haverford Trust Co
N/A—332,484-332,484-100%$125.6M———
Benjamin Edwards Inc
N/A—331,195-331,195-100%$125.1M———
Aptus Capital Advisors, LLC
N/A—329,985-329,985-100%$124.7M———
Cornerstone Investment Partners, LLC
N/A—322,229-322,229-100%$121.7M———
Saudi Central Bank
N/A—314,856-314,856-100%$118.9M———
Capula Management Ltd
N/A—311,536-311,536-100%$117.7M———
Marco Investment Management LLC
N/A—310,641-310,641-100%$117.3M———
Milford Funds LTD
N/A—309,303-309,303-100%$116.8M———
DJE Kapital AG
N/A—306,568-306,568-100%$118.1M———
Harvest Fund Management Co., Ltd
N/A—299,387-299,387-100%$112.9M———
Avalon Trust Co
N/A—297,284-297,284-100%$112.3M———
Fiduciary Trust Co
N/A—293,841-293,841-100%$111.0M———
Kentucky Retirement Systems
N/A—291,560-291,560-100%$110.1M———
Pinnacle Financial Partners, Inc.
N/A—291,074-291,074-100%$110.0M———
Shelton Capital Management
N/A—287,021-287,021-100%$108.4M———
Aviso Financial Inc.
N/A—285,420-285,420-100%$107.8M———
Horizon Investments, LLC
N/A—280,891-280,891-100%$106.1M———
Private Advisor Group, LLC
N/A—280,285-280,285-100%$105.9M———
Stock Yards Bank & Trust Co
N/A—280,242-280,242-100%$105.9M———
Whittier Trust Co of Nevada Inc
N/A—278,987-278,987-100%$103.4M———
Tiaa Wealth Investment Management LLC
N/A—278,810-278,810-100%$105.3M———
Gabelli Funds LLC
N/A—275,177-275,177-100%$103.9M———
LGT Fund Management Co Ltd.
N/A—274,882-274,882-100%$103.8M———
GW&K Investment Management, LLC
N/A—272,092-272,092-100%$102.8M———
Equitable Holdings, Inc.
N/A—271,968-271,968-100%$102.7M———
Oversea-Chinese Banking Corp Ltd
N/A—266,599-266,599-100%$100.1M———
Hancock Whitney Corp
N/A—266,534-266,534-100%$100.7M———
Logan Capital Management Inc
N/A—266,325-266,325-100%$100.6M———
Kingsview Wealth Management, LLC
N/A—264,273-264,273-100%$99.8M———
Capital Group Private Client Services, Inc.
N/A—264,194-264,194-100%$99.8M———
VAN Lanschot Kempen Investment Management N.V.
N/A—263,977-263,977-100%$99.7M———
Analog Century Management LP
N/A—260,516-260,516-100%$98.4M———
Rokos Capital Management LLP
N/A—260,115-260,115-100%$98.1M———
Intermede Investment Partners Ltd
N/A—258,548-258,548-100%$101.8K———
Select Equity Group, L.P.
N/A—257,148-257,148-100%$97.1M———
Orion Porfolio Solutions, LLC
N/A—256,032-256,032-100%$96.7M———
United Capital Financial Advisors, LLC
N/A—255,126-255,126-100%$96.4M———
Harding Loevner LP
N/A—253,500-253,500-100%$95.8M———
Trexquant Investment LP
N/A—252,865-252,865-100%$95.5M———
Daiichi Life Insurance Co., Ltd.
N/A—252,360-252,360-100%$95.3M———
Azimuth Capital Investment Management LLC
N/A—248,796-248,796-100%$94.0M———
Evercore Wealth Management, LLC
N/A—246,351-246,351-100%$93.1M———
Arax Advisory Partners
N/A—245,487-245,487-100%$92.7M———
Cornerstone Advisors, LLC
N/A—244,929-244,929-100%$92.5M———
RK Capital Management, LLC
N/A—244,000-244,000-100%$92.2M———
Castleark Management LLC
N/A—243,896-243,896-100%$92.1M———
RWA Wealth Partners, LLC
N/A—239,672-239,672-100%$90.5M———
Aristotle Atlantic Partners, LLC
N/A—238,661-238,661-100%$90.2M———
Guardian Capital LP
N/A—237,790-237,790-100%$89.8M———
Sumitomo Mitsui Financial Group, Inc.
N/A—237,514-237,514-100%$89.7M———
Advisory Services Network, LLC
N/A—236,445-236,445-100%$89.3M———
Cresset Asset Management, LLC
N/A—235,869-235,869-100%$89.1M———
Pggm Investments
N/A—235,723-235,723-100%$89.0M———
Stratos Wealth Partners, Ltd.
N/A—231,922-231,922-100%$87.6M———
Envestnet Portfolio Solutions, Inc.
N/A—227,394-227,394-100%$85.9M———
Jain Global LLC
N/A—225,999-225,999-100%$85.4M———
E Fund Management Co., Ltd.
N/A—225,840-225,840-100%$85.3M———
Nan Shan Life Insurance Co., Ltd.
N/A—225,506-225,506-100%$85.2M———
Spear Holdings RSC Ltd
N/A—225,364-225,364-100%$85.1M———
PBCay One RSC Ltd
N/A—225,363-225,363-100%$85.1M———
Mirova
N/A—221,859-221,859-100%$83.8M———
Hamilton Capital Partners Inc.
N/A—218,897-218,897-100%$82.7M———
Northwest & Ethical Investments L.P.
N/A—218,846-218,846-100%$82.7M———
Stony Point Capital LLC
N/A—218,203-218,203-100%$82.4M———
SouthState Bank Corp
N/A—218,127-218,127-100%$82.4M———
Varenne Capital Partners
N/A—217,265-217,265-100%$82.0M———
Vestmark Advisory Solutions, Inc.
N/A—216,255-216,255-100%$81.7M———
Metis Global Partners, LLC
N/A—214,564-214,564-100%$81.1M———
Evelyn Partners Group Ltd
N/A—213,925-213,925-100%$80.8M———
Main Street Research LLC
N/A—213,841-213,841-100%$80.8M———
OAK Associates LTD
N/A—213,136-213,136-100%$80.5M———
Callan Family Office, LLC
N/A—212,834-212,834-100%$80.4M———
CapitalatWork S.A.
N/A—212,025-212,025-100%$80.1M———
Lombard Odier Asset Management (Switzerland) SA
N/A—210,404-210,404-100%$79.5M———
Atlantic Union Bankshares Corp
N/A—209,050-209,050-100%$79.0M———
Curi Capital, LLC
N/A—206,028-206,028-100%$77.8M———
Cannell & Spears LLC
N/A—204,580-204,580-100%$77.3M———
Integrated Wealth Concepts LLC
N/A—201,467-201,467-100%$76.1M———
Tensor Edge Capital, LLC
N/A—200,000-200,000-100%$75.6M———
Independent Advisor Alliance
N/A—199,593-199,593-100%$75.4M———
Davis R M Inc
N/A—199,358-199,358-100%$75.3M———
Bartlett & Co. Wealth Management LLC
N/A—199,217-199,217-100%$75.3M———
Bleakley Financial Group, LLC
N/A—198,505-198,505-100%$75.0M———
Banque Cantonale Vaudoise
N/A—195,945-195,945-100%$74.0M———
Voleon Capital Management LP
N/A—192,127-192,127-100%$72.6M———
Banque Transatlantique SA
N/A—189,569-189,569-100%$68.7M———
Optiver Holding B.V.
N/A—188,558-188,558-100%$71.2M———
Cantillon Capital Management LLC
N/A—186,760-186,760-100%$70.5M———
F/m Investments LLC
N/A—186,662-186,662-100%$70.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—186,421-186,421-100%$70.4M———
NorthCoast Asset Management LLC
N/A—181,657-181,657-100%$68.6M———
Performance Wealth Partners, LLC
N/A—181,126-181,126-100%$68.4M———
Snowden Capital Advisors LLC
N/A—177,005-177,005-100%$66.9M———
NS Partners Ltd
N/A—176,623-176,623-100%$66.7M———
LGT Capital Partners Ltd.
N/A—175,768-175,768-100%$66.4M———
World Investment Advisors
N/A—174,254-174,254-100%$55.5M———
Stillwater Capital Advisors, LLC
N/A—174,055-174,055-100%$65.7M———
DF Dent & Co Inc
N/A—171,833-171,833-100%$64.9M———
Soma Equity Partners LP
N/A—170,762-170,762-100%$64.5M———
Cable Car Capital, LPA
N/A—170,600-170,600-100%$64.4M———
Dana Investment Advisors, Inc.
N/A—168,130-168,130-100%$63.5M———
Soros Fund Management LLC
N/A—165,246-165,246-100%$62.4M———
Blue Chip Partners, LLC
N/A—163,609-163,609-100%$61.8M———
South Dakota Investment Council
N/A—162,684-162,684-100%$61.5M———
Senator Investment Group LP
N/A—162,136-162,136-100%$61.2M———
Howe & Rusling Inc
N/A—161,429-161,429-100%$61.0M———
Allianz SE
N/A—161,055-161,055-100%$60.8M———
Canada Post Corp Registered Pension Plan
N/A—160,313-160,313-100%$60.6M———
Balyasny Asset Management L.P.
N/A—157,244-157,244-100%$59.4M———
Diversified Trust Co
N/A—157,147-157,147-100%$59.4M———
Aureus Asset Management, LLC
N/A—156,049-156,049-100%$58.9M———
Crawford Investment Counsel Inc
N/A—154,457-154,457-100%$58.3M———
CSM Advisors, LLC
N/A—154,440-154,440-100%$58.3M———
Advent International, L.P.
N/A—154,325-154,325-100%$58.3M———
Light Street Capital Management, LLC
N/A—153,250-153,250-100%$57.9M———
Caprock Group, LLC
N/A—153,182-153,182-100%$57.9M———
Kayne Anderson Rudnick Investment Management LLC
N/A—152,468-152,468-100%$57.6M———
Northwestern Mutual Investment Management Company, LLC
N/A—151,801-151,801-100%$57.3M———
FourThought Financial Partners, LLC
N/A—150,618-150,618-100%$56.9M———
Appaloosa LP
N/A—150,000-150,000-100%$56.7M———
Fiera Capital Corp
N/A—149,870-149,870-100%$56.6M———
Global Retirement Partners, LLC
N/A—149,464-149,464-100%$56.5M———
Empirical Finance, LLC
N/A—148,958-148,958-100%$56.3M———
Tudor Investment Corp ET AL
N/A—148,450-148,450-100%$56.1M———
Bristol Gate Capital Partners Inc.
N/A—148,085-148,085-100%$55.9M———
Coldstream Capital Management Inc
N/A—147,602-147,602-100%$55.8M———
Ameritas Investment Partners, Inc.
N/A—144,555-144,555-100%$54.6M———
Fernbridge Capital Management LP
N/A—144,403-144,403-100%$54.5M———
Comgest Global Investors S.A.S.
N/A—144,208-144,208-100%$54.5M———
Ibex Wealth Advisors
N/A—144,076-144,076-100%$54.4M———
Summit Financial, LLC
N/A—143,665-143,665-100%$54.3M———
Mufg Securities Americas Inc.
N/A—142,602-142,602-100%$53.9M———
Impax Asset Management Group plc
N/A—142,317-142,317-100%$53.8M———
Dnca Finance
N/A—141,550-141,550-100%$53.5M———
Arkadios Wealth Advisors
N/A—141,370-141,370-100%$53.4M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—141,283-141,283-100%$53.4M———
Tower Research Capital LLC (TRC)
N/A—140,400-140,400-100%$53.0M———
Hancock Prospecting Pty Ltd
N/A—140,000-140,000-100%$52.9M———
Peapack Gladstone Financial Corp
N/A—136,786-136,786-100%$51.7M———
Capital Wealth Planning, LLC
N/A—136,286-136,286-100%$51.5M———
MAR Vista Investment Partners LLC
N/A—135,898-135,898-100%$51.3M———
Argent Trust Co
N/A—135,826-135,826-100%$51.3M———
a16z Perennial Management, L.P.
N/A—135,798-135,798-100%$51.3M———
Invictus Private Wealth, LLC
N/A—135,524-135,524-100%$51.2M———
Westwood Holdings Group Inc
N/A—135,453-135,453-100%$51.2M———
Osterweis Capital Management Inc
N/A—135,358-135,358-100%$51.1M———
Freestone Capital Holdings, LLC
N/A—135,182-135,182-100%$51.1M———
Wedbush Fund Advisers, LLC
N/A—134,435-134,435-100%$50.8M———
Amova Asset Management Americas, Inc.
N/A—133,670-133,670-100%$50.4M———
Vestcor Inc
N/A—133,268-133,268-100%$50.3M———
BlueSpruce Investments, LP
N/A—132,451-132,451-100%$50.0M———
Motco
N/A—131,222-131,222-100%$49.6M———
Insigneo Advisory Services, LLC
N/A—130,878-130,878-100%$49.4M———
Walleye Trading LLC
N/A—130,796-130,796-100%$49.4M———
Osmosis Investment Management UK Ltd
N/A—130,372-130,372-100%$49.2M———
Siemens Fonds Invest GmbH
N/A—130,154-130,154-100%$49.2M———
Tower Bridge Advisors
N/A—129,671-129,671-100%$49.0M———
Hantz Financial Services, Inc.
N/A—129,417-129,417-100%$48.9M———
Sumitomo Life Insurance Co
N/A—128,887-128,887-100%$48.7M———
Mawer Investment Management Ltd.
N/A—128,290-128,290-100%$48.5M———
Principal Securities, Inc.
N/A—128,290-128,290-100%$48.5M———
Picton Mahoney Asset Management
N/A—127,742-127,742-100%$48.3M———
Trillium Asset Management, LLC
N/A—127,701-127,701-100%$48.2M———
Valiant Capital Management, L.P.
N/A—126,602-126,602-100%$47.8M———
RNC Capital Management LLC
N/A—126,333-126,333-100%$47.7M———
Securian Asset Management, Inc
N/A—125,814-125,814-100%$46.7M———
Bridgeway Capital Management, LLC
N/A—124,625-124,625-100%$47.1M———
First Long Island Investors, LLC
N/A—123,999-123,999-100%$46.8M———
Advisors Asset Management, Inc.
N/A—123,935-123,935-100%$46.8M———
Westpac Banking Corp
N/A—123,873-123,873-100%$46.8M———
GTS Securities LLC
N/A—122,966-122,966-100%$46.5M———
Meeder Asset Management Inc
N/A—122,729-122,729-100%$46.4M———
First National Bank of Omaha
N/A—121,654-121,654-100%$45.7M———
Meeder Advisory Services, Inc.
N/A—121,235-121,235-100%$45.8M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—120,993-120,993-100%$45.7M———
Level Four Advisory Services, LLC
N/A—120,314-120,314-100%$45.4M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—119,049-119,049-100%$45.0M———
Bragg Financial Advisors, Inc
N/A—118,404-118,404-100%$44.7M———
Madison Asset Management, LLC
N/A—117,956-117,956-100%$44.6M———
JAG Capital Management, LLC
N/A—117,082-117,082-100%$44.2M———
CreativeOne Wealth, LLC
N/A—115,556-115,556-100%$43.7M———
Sienna Gestion
N/A—115,411-115,411-100%$43.5M———
Bowie Capital Management, LLC
N/A—115,021-115,021-100%$43.4M———
Dakota Wealth Management
N/A—114,486-114,486-100%$43.2M———
BTC Capital Management, Inc.
N/A—114,206-114,206-100%$43.1M———
Bradley Foster & Sargent Inc
N/A—113,274-113,274-100%$42.8M———
Spirepoint Private Client, LLC
N/A—113,135-113,135-100%$42.7M———
New Age Alpha Advisors, LLC
N/A—113,087-113,087-100%$42.7M———
Venturi Wealth Management, LLC
N/A—112,791-112,791-100%$42.6M———
Covington Investment Advisors Inc.
N/A—111,562-111,562-100%$42.1M———
Edmond de Rothschild Holding S.A.
N/A—110,887-110,887-100%$41.9M———
Rdst Capital LLC
N/A—110,720-110,720-100%$41.8M———
Wahed Invest LLC
N/A—110,715-110,715-100%$41.8M———
SIH Partners, Lllp
N/A—110,568-110,568-100%$41.8M———
Alerus Financial NA
N/A—109,906-109,906-100%$41.5M———
SVB Wealth LLC
N/A—109,821-109,821-100%$41.5M———
Novare Capital Management LLC
N/A—107,461-107,461-100%$40.6M———
Thoroughbred Financial Services, LLC
N/A—106,075-106,075-100%$40.1M———
Adapt Investment Managers SA
N/A—104,941-104,941-100%$39.6M———
Silicon Valley Capital Partners
N/A—104,365-104,365-100%$39.4M———
Renaissance Group LLC
N/A—104,104-104,104-100%$39.3M———
Ballentine Partners, LLC
N/A—103,773-103,773-100%$39.2M———
Van Hulzen Asset Management, LLC
N/A—103,516-103,516-100%$39.1M———
Clearline Capital LP
N/A—102,247-102,247-100%$38.6M———
Caisse DES Depots ET Consignations
N/A—102,096-102,096-100%$38.6M———
Pallas Capital Advisors LLC
N/A—102,089-102,089-100%$38.6M———
North Star Asset Management Inc
N/A—101,698-101,698-100%$38.4M———
Great Valley Advisor Group, Inc.
N/A—101,331-101,331-100%$38.3M———
Sandhill Capital Partners LLC
N/A—101,048-101,048-100%$38.2M———
Ossiam
N/A—101,008-101,008-100%$38.2M———
Nwam LLC
N/A—100,961-100,961-100%$38.1M———
Tairen Capital Ltd
N/A—99,160-99,160-100%$37.5M———
Tocqueville Asset Management L.P.
N/A—97,647-97,647-100%$36.9M———
Wealthspire Advisors, LLC
N/A—96,827-96,827-100%$36.6M———
Moors & Cabot, Inc.
N/A—95,028-95,028-100%$35.9M———
Centaurus Financial, Inc.
N/A—94,466-94,466-100%$35.7M———
Composition Wealth, LLC
N/A—94,391-94,391-100%$35.7M———
Focus Partners Advisor Solutions, LLC
N/A—94,108-94,108-100%$35.5M———
Meiji Yasuda Asset Management Co Ltd.
N/A—92,816-92,816-100%$35.1M———
SCS Capital Management LLC
N/A—92,616-92,616-100%$35.0M———
Strategic Wealth Partners, Ltd.
N/A—91,809-91,809-100%$34.7M———
Stratos Investment Management, LLC
N/A—89,878-89,878-100%$34.0M———
CCM Investment Advisers LLC
N/A—89,855-89,855-100%$33.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—89,400-89,400-100%$33.8M———
Capital Group Investment Management Pte. Ltd.
N/A—88,904-88,904-100%$33.6M———
Private Advisory Group LLC
N/A—87,992-87,992-100%$33.2M———
BLI - Banque de Luxembourg Investments
N/A—87,196-87,196-100%$32.6M———
Western Wealth Management, LLC
N/A—86,418-86,418-100%$32.6M———
Steadfast Capital Management LP
N/A—84,950-84,950-100%$32.1M———
Cumberland Partners Ltd
N/A—83,644-83,644-100%$31.6M———
Montanova Capital, LLC
N/A—83,600-83,600-100%$31.6M———
Jump Financial, LLC
N/A—82,900-82,900-100%$31.3M———
Savvy Advisors, Inc.
N/A—82,707-82,707-100%$31.2M———
Choate Investment Advisors
N/A—82,004-82,004-100%$31.0M———
CastleKnight Management LP
N/A—82,000-82,000-100%$31.0M———
Dock Street Asset Management Inc
N/A—81,960-81,960-100%$31.0M———
Parus Finance (UK) Ltd
N/A—81,561-81,561-100%$30.8M———
Emerald Investment Advisers, LLC
N/A—80,607-80,607-100%$30.4M———
Palisade Capital Management, LP
N/A—80,211-80,211-100%$30.3M———
Itau Unibanco Holding S.A.
N/A—79,092-79,092-100%$29.9M———
Titan Investment Solutions Ltd
N/A—78,832-78,832-100%$29.8M———
Lowe Brockenbrough & Co Inc
N/A—77,820-77,820-100%$29.4M———
Waratah Capital Advisors Ltd.
N/A—77,197-77,197-100%$29.2M———
Laffer Tengler Investments, Inc.
N/A—76,897-76,897-100%$29.0M———
Alberta Investment Management Corp
N/A—76,200-76,200-100%$28.8M———
SIG Brokerage, LP
N/A—75,956-75,956-100%$28.7M———
Syon Capital LLC
N/A—75,695-75,695-100%$28.6M———
Cozad Asset Management Inc
N/A—75,692-75,692-100%$28.6M———
Twin Capital Management Inc
N/A—75,634-75,634-100%$28.6M———
Capital Analysts, LLC
N/A—75,193-75,193-100%$28.4M———
Baldwin Investment Management, LLC
N/A—75,155-75,155-100%$28.4M———
Elk River Wealth Management LLC
N/A—75,125-75,125-100%$28.4M———
Mutual Advisors, LLC
N/A—74,972-74,972-100%$28.3M———
WCG Wealth Advisors LLC
N/A—74,686-74,686-100%$28.2M———
IHT Wealth Management, LLC
N/A—73,875-73,875-100%$27.9M———
Gamco Investors, Inc. ET AL
N/A—73,355-73,355-100%$27.7M———
Strategic Global Advisors, LLC
N/A—72,130-72,130-100%$27.2M———
Bogart Wealth, LLC
N/A—71,715-71,715-100%$27.1M———
Ameritas Advisory Services, LLC
N/A—70,445-70,445-100%$26.6M———
Banco BTG Pactual S.A.
N/A—70,366-70,366-100%$26.6M———
Systematic Alpha Investments, LLC
N/A—70,130-70,130-100%$26.5M———
Zweig-DiMenna Associates LLC
N/A—69,814-69,814-100%$26.4M———
Boulder Wealth Advisors, LLC
N/A—69,030-69,030-100%$26.1M———
Longbow Finance SA
N/A—68,939-68,939-100%$26.0M———
Smartleaf Asset Management LLC
N/A—68,462-68,462-100%$25.5M———
Night Owl Capital Management, LLC
N/A—68,438-68,438-100%$25.9M———
Knollwood Investment Advisory, LLC
N/A—68,063-68,063-100%$25.7M———
Algert Global LLC
N/A—68,022-68,022-100%$25.7M———
Fidelis Capital Partners, LLC
N/A—67,489-67,489-100%$25.5M———
Morse Asset Management, Inc
N/A—66,343-66,343-100%$25.1M———
Cypress Funds LLC
N/A—65,613-65,613-100%$24.8M———
Miramar Capital, LLC
N/A—65,546-65,546-100%$24.8M———
Advisory Research Inc
N/A—65,495-65,495-100%$24.7M———
Howard Hughes Medical Institute
N/A—65,028-65,028-100%$24.6M———
Foundations Investment Advisors, LLC
N/A—64,913-64,913-100%$24.5M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—64,853-64,853-100%$24.5M———
Titan Global Capital Management USA LLC
N/A—64,721-64,721-100%$24.4M———
German American Bancorp, Inc.
N/A—64,624-64,624-100%$24.4M———
Martingale Asset Management L P
N/A—64,591-64,591-100%$24.4M———
RiverFront Investment Group, LLC
N/A—64,459-64,459-100%$24.3M———
PFG Investments, LLC
N/A—64,368-64,368-100%$24.3M———
OneDigital Investment Advisors LLC
N/A—63,814-63,814-100%$24.1M———
First Pacific Advisors, LP
N/A—63,167-63,167-100%$23.9M———
Clarity Financial LLC
N/A—62,704-62,704-100%$23.7M———
Citizens Business Bank
N/A—61,760-61,760-100%$23.3M———
Trans-Canada Capital Inc.
N/A—61,682-61,682-100%$23.3M———
Stonebridge Capital Advisors LLC
N/A—61,623-61,623-100%$23.3M———
First American Trust, FSB
N/A—61,315-61,315-100%$23.2M———
Arvest Bank Trust Division
N/A—61,214-61,214-100%$23.1M———
Hamilton Capital Partners, LLC
N/A—61,003-61,003-100%$23.0M———
Thames Capital Management LLC
N/A—60,391-60,391-100%$22.8M———
Transamerica Financial Advisors, LLC
N/A—60,347-60,347-100%$22.8M———
Whale Rock Capital Management LLC
N/A—59,780-59,780-100%$22.6M———
Ketron Financial
N/A—59,086-59,086-100%$22.3M———
Moneta Group Investment Advisors LLC
N/A—58,952-58,952-100%$22.3M———
Intrust Bank NA
N/A—58,280-58,280-100%$22.0M———
Krane Funds Advisors LLC
N/A—58,002-58,002-100%$21.9M———
Spinnaker Trust
N/A—57,860-57,860-100%$21.9M———
Verition Fund Management LLC
N/A—57,591-57,591-100%$21.8M———
Gladstone Institutional Advisory LLC
N/A—57,512-57,512-100%$21.7M———
Frec Markets, Inc.
N/A—57,509-57,509-100%$21.7M———
Brevan Howard Capital Management LP
N/A—57,290-57,290-100%$21.6M———
Mmbg Investment Advisors Co.
N/A—57,103-57,103-100%$21.6M———
Robinhood Asset Management, LLC
N/A—56,918-56,918-100%$21.5M———
Lombard Odier Asset Management (Europe) Ltd
N/A—56,914-56,914-100%$21.5M———
Kovack Advisors, Inc.
N/A—56,816-56,816-100%$21.3M———
Wealth Advisors of Tampa Bay, LLC
N/A—56,699-56,699-100%$21.4M———
Baltimore-Washington Financial Advisors, Inc.
N/A—56,535-56,535-100%$21.4M———
MidFirst Bank
N/A—56,370-56,370-100%$21.3M———
Resources Management Corp
N/A—56,110-56,110-100%$21.2M———
Hardman Johnston Global Advisors LLC
N/A—55,702-55,702-100%$21.0M———
Eventide Asset Management, LLC
N/A—55,303-55,303-100%$20.8M———
Waterloo Capital, L.P.
N/A—54,944-54,944-100%$20.8M———
IFG Advisory, LLC
N/A—54,858-54,858-100%$20.7M———
Wilkinson Global Asset Management LLC
N/A—54,708-54,708-100%$20.7M———
Aquatic Capital Management LLC
N/A—54,617-54,617-100%$20.6M———
Steamboat Capital Partners, LLC
N/A—54,388-54,388-100%$20.5M———
Connors Investor Services Inc
N/A—54,317-54,317-100%$20.5M———
Canal Capital Management, LLC
N/A—53,982-53,982-100%$20.4M———
Prosperity Consulting Group, LLC
N/A—53,883-53,883-100%$20.4M———
Quest Investment Management LLC
N/A—53,553-53,553-100%$20.2M———
Intesa Sanpaolo S.p.A.
N/A—53,259-53,259-100%$19.9M———
FAS Wealth Partners, Inc.
N/A—53,057-53,057-100%$20.0M———
Truvestments Capital LLC
N/A—52,990-52,990-100%$20.0M———
Rothschild Investment LLC
N/A—52,535-52,535-100%$19.8M———
Nicholas Investment Partners, LP
N/A—52,405-52,405-100%$19.8M———
Kiley Juergens Wealth Management, LLC
N/A—52,119-52,119-100%$19.7M———
Nicola Wealth Management Ltd.
N/A—51,900-51,900-100%$19.6M———
GKV Capital Management Co., Inc.
N/A—51,777-51,777-100%$19.6M———
Geneos Wealth Management Inc.
N/A—51,546-51,546-100%$19.5M———
Farmers National Bank
N/A—51,544-51,544-100%$19.5M———
Sound View Wealth Advisors Group, LLC
N/A—51,102-51,102-100%$19.3M———
Graham Capital Management, L.P.
N/A—50,016-50,016-100%$18.9M———
Step Capital Management Pte. Ltd.
N/A—50,000-50,000-100%$18.9M———
Broadleaf Partners, LLC
N/A—49,924-49,924-100%$18.9M———
Monetary Management Group Inc
N/A—49,740-49,740-100%$18.8M———
Dearborn Partners LLC
N/A—48,894-48,894-100%$18.5M———
Westmount Partners, LLC
N/A—48,478-48,478-100%$18.3M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—48,353-48,353-100%$18.3M———
Sustainable Insight Capital Management, LLC
N/A—48,320-48,320-100%$18.3M———
LMR Partners LLP
N/A—48,298-48,298-100%$18.2M———
Evolve Private Wealth, LLC
N/A—48,201-48,201-100%$18.2M———
Fortis Capital Management LLC
N/A—47,384-47,384-100%$17.9M———
Tulsa Wealth Advisors, Inc
N/A—46,764-46,764-100%$17.7M———
Front Row Advisors LLC
N/A—46,762-46,762-100%$19.5M———
Ingalls & Snyder LLC
N/A—46,605-46,605-100%$17.6M———
Alpine Woods Capital Investors, LLC
N/A—46,320-46,320-100%$17.5M———
Townsquare Capital LLC
N/A—45,703-45,703-100%$17.3M———
Harbour Investments, Inc.
N/A—45,659-45,659-100%$17.2M———
Bay Rivers Group
N/A—45,376-45,376-100%$17.1M———
Intellus Advisors LLC
N/A—45,082-45,082-100%$17.0M———
Rheos Capital Works Inc.
N/A—45,000-45,000-100%$17.0M———
Boyd Watterson Asset Management LLC
N/A—44,995-44,995-100%$17.0M———
Brookwood Investment Group LLC
N/A—44,688-44,688-100%$16.9M———
Doheny Asset Management
N/A—44,325-44,325-100%$16.7M———
Spartan Wealth Advisory Services LLC
N/A—44,224-44,224-100%$16.7M———
XTX Topco Ltd
N/A—43,926-43,926-100%$16.6M———
Icici Prudential Asset Management Co Ltd
N/A—43,601-43,601-100%$16.5M———
Beck Capital Management, LLC
N/A—43,484-43,484-100%$16.4M———
Hutchinson Capital Management
N/A—43,442-43,442-100%$16.4M———
Ostrum Asset Management
N/A—43,075-43,075-100%$16.3M———
Naviter Wealth, LLC
N/A—42,982-42,982-100%$16.2M———
Qtron Investments LLC
N/A—42,689-42,689-100%$16.1M———
Nicolet Bankshares Inc
N/A—42,684-42,684-100%$16.1M———
LOM Asset Management Ltd
N/A—42,601-42,601-100%$16.1M———
Guardian Wealth Advisors, LLC / NC
N/A—42,451-42,451-100%$16.0M———
Warther Private Wealth, LLC
N/A—42,420-42,420-100%$16.0M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—42,168-42,168-100%$15.9M———
MainStreet Investment Advisors LLC
N/A—42,003-42,003-100%$15.9M———
Meiji Yasuda Life Insurance Co
N/A—41,975-41,975-100%$15.9M———
Onex Canada Asset Management Inc.
N/A—41,522-41,522-100%$15.7M———
Bearing Point Capital, LLC
N/A—41,396-41,396-100%$15.6M———
First National Advisers, LLC
N/A—41,212-41,212-100%$15.6M———
Denali Advisors LLC
N/A—40,971-40,971-100%$15.5M———
Glassy Mountain Advisors, Inc.
N/A—40,939-40,939-100%$15.5M———
Winton Group Ltd
N/A—40,761-40,761-100%$15.4M———
Clough Capital Partners L P
N/A—40,694-40,694-100%$15.4M———
J. Goldman & Co LP
N/A—40,652-40,652-100%$15.4M———
Alteri Wealth LLC
N/A—40,195-40,195-100%$15.2M———
Holderness Investments Co
N/A—40,189-40,189-100%$15.2M———
Cary Street Partners Financial LLC
N/A—40,078-40,078-100%$15.1M———
Morningstar Investment Management LLC
N/A—39,937-39,937-100%$12.4M———
IQ EQ Fund Management (Ireland) Ltd
N/A—39,601-39,601-100%$15.0M———
Checchi Capital Advisers, LLC
N/A—39,552-39,552-100%$14.9M———
Insight Holdings Group, LLC
N/A—39,405-39,405-100%$14.9M———
Dividend Assets Capital, LLC
N/A—39,309-39,309-100%$14.8M———
Destination Wealth Management
N/A—39,167-39,167-100%$14.8M———
Bluespring Wealth Management, LLC
N/A—39,089-39,089-100%$14.8M———
Marble Wealth, LLC
N/A—39,037-39,037-100%$14.7M———
Arete Wealth Advisors, LLC
N/A—39,024-39,024-100%$14.7M———
Dorsey & Whitney Trust Co LLC
N/A—39,009-39,009-100%$14.7M———
Sand Hill Global Advisors, LLC
N/A—38,970-38,970-100%$14.7M———
Red Door Wealth Management, LLC
N/A—38,909-38,909-100%$14.7M———
Hillsdale Investment Management Inc.
N/A—38,554-38,554-100%$14.6M———
NWK Group, Inc.
N/A—38,465-38,465-100%$14.5M———
Community Bank, N.A.
N/A—38,399-38,399-100%$14.5M———
Cambridge Financial Group, Inc.
N/A—37,453-37,453-100%$14.1M———
JPL Wealth Management, LLC
N/A—37,357-37,357-100%$14.1M———
Chilton Investment Co Inc.
N/A—37,072-37,072-100%$14.0M———
Simmons Bank
N/A—36,994-36,994-100%$14.0M———
HBK Sorce Advisory LLC
N/A—36,576-36,576-100%$15.3M———
NatWest Group plc
N/A—36,343-36,343-100%$13.7M———
Advyzon Investment Management, LLC
N/A—36,332-36,332-100%$13.7M———
AMJ Financial Wealth Management
N/A—35,587-35,587-100%$11.0M———
Trustmark Bank Trust Department
N/A—35,474-35,474-100%$13.4M———
NorthRock Partners, LLC
N/A—35,448-35,448-100%$13.4M———
BFC Planning, Inc.
N/A—35,165-35,165-100%$13.3M———
Hemenway Trust Co LLC
N/A—35,129-35,129-100%$13.3M———
Transcend Capital Advisors, LLC
N/A—35,041-35,041-100%$13.2M———
Zions Bancorporation, National Association
N/A—34,952-34,952-100%$13.2M———
Becker Capital Management Inc
N/A—34,929-34,929-100%$13.2M———
Field & Main Bank
N/A—34,858-34,858-100%$13.2M———
Hodges Capital Management Inc.
N/A—34,812-34,812-100%$13.2M———
Baader Bank Aktiengesellschaft
N/A—34,710-34,710-100%$13.1M———
Optas, LLC
N/A—34,470-34,470-100%$13.0M———
Campbell Capital Management Inc
N/A—34,396-34,396-100%$13.0M———
Sphera Management Technology Funds Ltd
N/A—34,350-34,350-100%$13.0M———
Liberty One Investment Management, LLC
N/A—34,315-34,315-100%$13.0M———
Silver OAK Securities, Incorporated
N/A—34,038-34,038-100%$12.9M———
Zhang Financial LLC
N/A—34,033-34,033-100%$12.9M———
Ally Financial Inc.
N/A—34,000-34,000-100%$12.8M———
Little House Capital LLC
N/A—33,963-33,963-100%$12.8M———
Zevin Asset Management LLC
N/A—33,855-33,855-100%$12.8M———
One Capital Management, LLC
N/A—33,849-33,849-100%$10.5M———
Rice Partnership, LLC
N/A—33,739-33,739-100%$12.7M———
RBF Capital, LLC
N/A—33,730-33,730-100%$12.7M———
HighPoint Advisor Group LLC
N/A—33,649-33,649-100%$12.7M———
Family Manage LLC
N/A—33,522-33,522-100%$12.7M———
Benchstone Capital Management LP
N/A—33,332-33,332-100%$12.6M———
Brasada Capital Management, LP
N/A—33,242-33,242-100%$12.6M———
Dorsey Wright & Associates
N/A—33,067-33,067-100%$12.5M———
Abacus FCF Advisors LLC
N/A—32,818-32,818-100%$12.4M———
Mizuho Markets Americas LLC
N/A—32,734-32,734-100%$12.4M———
Icon Wealth Advisors, LLC
N/A—32,693-32,693-100%$12.3M———
KP Management LLC
N/A—32,500-32,500-100%$12.3M———
Mission Creek Capital Partners, Inc.
N/A—32,411-32,411-100%$12.2M———
Faithward Advisors, LLC
N/A—32,166-32,166-100%$12.2M———
Science & Technology Partners, L.P.
N/A—32,151-32,151-100%$12.1M———
Boston Partners
N/A—32,088-32,088-100%$12.1M———
Decatur Capital Management, Inc.
N/A—32,078-32,078-100%$12.1M———
Rock Point Advisors, LLC
N/A—31,989-31,989-100%$12.1M———
Modern Wealth Management, LLC
N/A—31,940-31,940-100%$12.1M———
Manning & Napier Advisors LLC
N/A—31,927-31,927-100%$12.1M———
Bulltick Wealth Management, LLC
N/A—31,778-31,778-100%$12.0M———
Keebeck Wealth Management
N/A—31,765-31,765-100%$12.0M———
Johnson Financial Group, Inc.
N/A—31,704-31,704-100%$12.0M———
Catalyst Financial Partners LLC
N/A—31,457-31,457-100%$11.9M———
Cornerstone Select Advisors, LLC
N/A—31,375-31,375-100%$11.9M———
Saranac Partners Ltd
N/A—31,361-31,361-100%$11.8M———
Manhattan West Asset Management, LLC
N/A—31,224-31,224-100%$11.8M———
Kesler, Norman & Wride, LLC
N/A—31,188-31,188-100%$11.8M———
L & S Advisors Inc
N/A—31,158-31,158-100%$11.8M———
Legato Capital Management LLC
N/A—31,150-31,150-100%$11.8M———
Ithaka Group LLC
N/A—31,070-31,070-100%$11.7M———
Glen Eagle Advisors, LLC
N/A—31,043-31,043-100%$11.7M———
Alcosta Capital Management, Inc.
N/A—30,817-30,817-100%$11.6M———
Peak6 LLC
N/A—30,190-30,190-100%$11.4M———
Telligent Fund, LP
N/A—30,000-30,000-100%$11.3M———
Proem Advisors LLC
N/A—30,000-30,000-100%$11.3M———
Long Corridor Asset Management Ltd
N/A—30,000-30,000-100%$11.3M———
Edentree Asset Management Ltd
N/A—29,950-29,950-100%$11.3M———
Jupiter Wealth Management LLC
N/A—29,849-29,849-100%$11.3M———
Next Century Growth Investors LLC
N/A—29,740-29,740-100%$11.2M———
Buffalo Business & Estate Services LTD
N/A—29,650-29,650-100%$11.2M———
Bridgewater Advisors Inc.
N/A—29,555-29,555-100%$11.6M———
Amica Mutual Insurance Co
N/A—29,464-29,464-100%$11.1M———
Horizon Investment Services, LLC
N/A—29,394-29,394-100%$11.1M———
RB Capital Management, LLC
N/A—29,047-29,047-100%$11.0M———
Texas Yale Capital Corp.
N/A—29,014-29,014-100%$11.0M———
AMS Capital Ltda
N/A—28,829-28,829-100%$10.9M———
Mitchell Mcleod Pugh & Williams Inc
N/A—28,719-28,719-100%$10.8M———
Dynasty Wealth Management, LLC
N/A—28,689-28,689-100%$10.8M———
Roundview Capital LLC
N/A—28,645-28,645-100%$10.8M———
Stonebridge Financial Group, LLC
N/A—28,587-28,587-100%$10.8M———
Strategic Investment Advisors / MI
N/A—28,564-28,564-100%$10.8M———
Spinecap SAS
N/A—28,541-28,541-100%$10.8M———
BTG Pactual Asset Management US LLC
N/A—28,500-28,500-100%$10.8M———
Purpose Unlimited Inc.
N/A—28,365-28,365-100%$10.7M———
PCM Encore, LLC
N/A—28,345-28,345-100%$10.7M———
Stansberry Asset Management, LLC
N/A—28,331-28,331-100%$10.7M———
Jaffetilchin Investment Partners, LLC
N/A—28,304-28,304-100%$10.7M———
Ausdal Financial Partners, Inc.
N/A—28,243-28,243-100%$10.7M———
1ST Source Bank
N/A—28,141-28,141-100%$10.6M———
Seaview Investment Managers LLC
N/A—28,015-28,015-100%$10.6M———
Palogic Value Management, L.P.
N/A—27,936-27,936-100%$10.6M———
Intercapital, LLC
N/A—27,900-27,900-100%$10.5M———
Ranch Capital Advisors Inc.
N/A—27,541-27,541-100%$10.4M———
Advisors Preferred, LLC
N/A—27,485-27,485-100%$9.9M———
Morton Community Bank
N/A—27,262-27,262-100%$10.3M———
Bank of Hawaii
N/A—27,221-27,221-100%$10.3M———
Winthrop Partners - WNY, LLC
N/A—27,073-27,073-100%$10.2M———
SageView Advisory Group, LLC
N/A—26,952-26,952-100%$10.2M———
L2 Asset Management, LLC
N/A—26,729-26,729-100%$10.1M———
Sivia Capital Partners, LLC
N/A—26,632-26,632-100%$10.1M———
Kera Capital Partners, Inc.
N/A—26,371-26,371-100%$10.0M———
Windle Wealth, LLC
N/A—26,334-26,334-100%$9.9M———
Platinum Investment Management LTD
N/A—26,186-26,186-100%$9.9M———
Proficio Capital Partners LLC
N/A—26,164-26,164-100%$9.9M———
Titan Wealth (CI) Ltd
N/A—26,163-26,163-100%$9.9M———
Mokan Wealth Management Inc.
N/A—26,135-26,135-100%$9.9M———
Bellars Harris Wealth Management, LLC
N/A—25,990-25,990-100%$9.8M———
Alphadyne Asset Management LP
N/A—25,924-25,924-100%$9.8M———
Belpointe Asset Management LLC
N/A—25,909-25,909-100%$9.8M———
Graybill Wealth Management, Ltd.
N/A—25,800-25,800-100%$9.7M———
CIM, LLC
N/A—25,677-25,677-100%$9.7M———
Parker Investment Management, LLC
N/A—25,550-25,550-100%$9.7M———
Ramirez Asset Management, Inc.
N/A—25,329-25,329-100%$9.6M———
Horiko Capital Management LLC
N/A—25,309-25,309-100%$9.5M———
Trivium Point Advisory, LLC
N/A—25,285-25,285-100%$9.6M———
Wealth Alliance, LLC
N/A—25,233-25,233-100%$9.5M———
BOK Financial Private Wealth, Inc.
N/A—25,001-25,001-100%$9.4M———
Siren, L.L.C.
N/A—25,000-25,000-100%$9.4M———
Peregrine Investment Management Inc
N/A—24,960-24,960-100%$9.4M———
Pure Financial Advisors, LLC
N/A—24,948-24,948-100%$9.4M———
Hilltop Holdings Inc.
N/A—24,937-24,937-100%$9.4M———
Garden State Investment Advisory Services LLC
N/A—24,892-24,892-100%$9.4M———
Leavell Investment Management, Inc.
N/A—24,422-24,422-100%$9.2M———
Marsico Capital Management LLC
N/A—24,273-24,273-100%$9.2M———
Benchmark Investment Advisors LLC
N/A—24,263-24,263-100%$9.2M———
Anchor Investment Management, LLC
N/A—24,233-24,233-100%$9.2M———
Iyo Bank, Ltd.
N/A—24,189-24,189-100%$9.1M———
Cunning Capital Partners, LP
N/A—24,151-24,151-100%$9.1M———
Alaethes Wealth, LLC
N/A—24,002-24,002-100%$9.1M———
Intrinsic Edge Capital Management LLC
N/A—24,000-24,000-100%$9.1M———
Knuff & Co LLC
N/A—23,515-23,515-100%$8.9M———
Founders Financial Alliance, LLC
N/A—23,485-23,485-100%$8.9M———
Daybright Advisory Services, Inc.
N/A—23,478-23,478-100%$9.1M———
CVA Family Office, LLC
N/A—23,466-23,466-100%$8.9M———
Chase Investment Counsel Corp
N/A—23,421-23,421-100%$8.8M———
Ironwood Investment Counsel, LLC
N/A—23,390-23,390-100%$8.8M———
Rehmann Capital Advisory Group
N/A—23,382-23,382-100%$8.8M———
TFR Capital, Llc.
N/A—23,248-23,248-100%$8.8M———
D L Carlson Investment Group Inc
N/A—23,214-23,214-100%$8.8M———
AlTi Global, Inc.
N/A—23,210-23,210-100%$8.8M———
Walleye Capital LLC
N/A—23,136-23,136-100%$8.7M———
Park Place Capital Corp
N/A—23,027-23,027-100%$8.7M———
AssuredPartners Investment Advisors, LLC
N/A—22,926-22,926-100%$8.7M———
Centiva Capital, LP
N/A—22,904-22,904-100%$8.7M———
Banco de Sabadell, S.a
N/A—22,786-22,786-100%$8.6M———
Institute for Wealth Management, Llc.
N/A—22,745-22,745-100%$8.6M———
Fairfield, Bush & Co.
N/A—22,607-22,607-100%$8.5M———
Marietta Investment Partners LLC
N/A—22,597-22,597-100%$8.5M———
Cambria Investment Management, L.P.
N/A—22,593-22,593-100%$8.5M———
GeoWealth Management, LLC
N/A—22,588-22,588-100%$8.5M———
Tradition Wealth Management, LLC
N/A—22,584-22,584-100%$8.5M———
Infrastructure Capital Advisors, LLC
N/A—22,580-22,580-100%$8.5M———
Capital Advisors Inc
N/A—22,521-22,521-100%$8.5M———
Meridian Wealth Advisors, LLC
N/A—22,347-22,347-100%$8.4M———
Pettyjohn, Wood & White, Inc
N/A—22,332-22,332-100%$8.4M———
Purkiss Capital Advisors LLC
N/A—22,283-22,283-100%$8.4M———
Himension Capital (Singapore) Pte. Ltd.
N/A—22,274-22,274-100%$8.4M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—22,127-22,127-100%$8.4M———
Polymer Capital Management (HK) LTD
N/A—22,030-22,030-100%$8.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—21,959-21,959-100%$8.3M———
Aspen Wealth Strategies, LLC
N/A—21,938-21,938-100%$8.3M———
One Degree Advisors Inc
N/A—21,929-21,929-100%$8.1K———
Sound Capital Solutions LLC
N/A—21,736-21,736-100%$8.2M———
Providence Capital Advisors, LLC
N/A—21,666-21,666-100%$8.2M———
M. Kulyk & Associates, LLC
N/A—21,647-21,647-100%$8.2M———
First Foundation Advisors
N/A—21,483-21,483-100%$8.1M———
MWA Asset Management
N/A—21,372-21,372-100%$8.1M———
B & T Capital Management DBA Alpha Capital Management
N/A—21,334-21,334-100%$8.1M———
Fiduciary Financial Advisors
N/A—21,217-21,217-100%$8.0M———
Sompo Asset Management Co., Ltd.
N/A—21,190-21,190-100%$8.0M———
Circle Wealth Management, LLC
N/A—21,123-21,123-100%$8.0M———
Riverstone Advisors, LLC
N/A—21,116-21,116-100%$8.0M———
Ardsley Advisory Partners LP
N/A—21,000-21,000-100%$7.9M———
Douglass Winthrop Advisors, LLC
N/A—20,803-20,803-100%$7.9M———
Legacy Financial Advisors, Inc.
N/A—20,791-20,791-100%$7.9M———
Clare Market Investments LLC
N/A—20,747-20,747-100%$7.8M———
Hilton Capital Management, LLC
N/A—20,652-20,652-100%$7.8M———
Saiph Capital, LLC
N/A—20,538-20,538-100%$7.8M———
Gateway Wealth Partners, LLC
N/A—20,530-20,530-100%$7.8M———
Kintra Wealth, LLC
N/A—20,458-20,458-100%$8.5M———
Berkshire Asset Management LLC
N/A—20,452-20,452-100%$7.7M———
Perennial Investment Advisors, LLC
N/A—20,344-20,344-100%$7.7M———
Catalyst Funds Management Pty Ltd
N/A—20,280-20,280-100%$7.7M———
JT Stratford LLC
N/A—20,229-20,229-100%$7.6M———
Brentview Investment Management LLC
N/A—20,227-20,227-100%$7.6M———
Quotient Wealth Partners, LLC
N/A—20,209-20,209-100%$7.6M———
Union Heritage Capital, LLC
N/A—20,200-20,200-100%$7.6M———
Stonebrook Private Inc.
N/A—20,197-20,197-100%$7.6M———
Arini Capital Management Ltd
N/A—20,000-20,000-100%$7.6M———
Alight Capital Management LP
N/A—20,000-20,000-100%$7.6M———
LM Advisors LLC
N/A—19,974-19,974-100%$7.5M———
Keel Point, LLC
N/A—19,915-19,915-100%$7.5M———
Jasper Ridge Partners, L.P.
N/A—19,500-19,500-100%$7.4M———
SBI Okasan Asset Management Co.Ltd.
N/A—19,452-19,452-100%$7.2M———
Dodge & COX
N/A—19,290-19,290-100%$7.3M———
Main Street Financial Solutions, LLC
N/A—19,288-19,288-100%$7.3M———
Menard Financial Group LLC
N/A—19,271-19,271-100%$7.3M———
Essex Financial Services, Inc.
N/A—19,223-19,223-100%$7.3M———
Haverford Financial Services, Inc.
N/A—19,208-19,208-100%$7.3M———
CIM Investment Management Inc
N/A—19,153-19,153-100%$7.2M———
Sfmg, LLC
N/A—19,141-19,141-100%$7.2M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—19,088-19,088-100%$7.2M———
Vision Retirement, LLC
N/A—19,072-19,072-100%$7.2M———
Roehl & Yi Investment Advisors, LLC
N/A—19,062-19,062-100%$2.8M———
Stelac Advisory Services LLC
N/A—19,044-19,044-100%$7.2M———
Coastal Bridge Advisors, LLC
N/A—19,028-19,028-100%$7.2M———
CNB Bank
N/A—19,025-19,025-100%$7.2M———
Highview Capital Management LLC
N/A—18,952-18,952-100%$7.2M———
Mayflower Financial Advisors, LLC
N/A—18,934-18,934-100%$7.2M———
Wesleyan Assurance Society
N/A—18,810-18,810-100%$7.1M———
Connable Office Inc
N/A—18,808-18,808-100%$7.1M———
Foster & Motley Inc
N/A—18,615-18,615-100%$7.0M———
LaSalle St. Investment Advisors, LLC
N/A—18,610-18,610-100%$7.0M———
Smithfield Trust Co
N/A—18,604-18,604-100%$7.0M———
Crescent Park Management, L.P.
N/A—18,458-18,458-100%$6.9M———
SOA Wealth Advisors, Llc.
N/A—18,407-18,407-100%$1.0M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—18,393-18,393-100%$6.9M———
Flow Traders U.S. LLC
N/A—18,131-18,131-100%$6.8M———
Two Sigma Securities, LLC
N/A—18,129-18,129-100%$6.8M———
Atom Investors LP
N/A—18,060-18,060-100%$6.8M———
Mattson Financial Services, LLC
N/A—18,010-18,010-100%$6.7M———
American Trust
N/A—17,793-17,793-100%$6.7M———
West Michigan Advisors, LLC
N/A—17,706-17,706-100%$6.7M———
DRW Securities, LLC
N/A—17,703-17,703-100%$6.7M———
Cary Street Partners Investment Advisory LLC
N/A—17,684-17,684-100%$6.7M———
Schnieders Capital Management, Llc.
N/A—17,650-17,650-100%$6.7M———
Harbour Investment Management LLC
N/A—17,619-17,619-100%$6.7M———
Lcnb Corp
N/A—17,425-17,425-100%$6.6M———
Regal Investment Advisors LLC
N/A—17,336-17,336-100%$6.5M———
Drive Wealth Management, LLC
N/A—17,335-17,335-100%$6.5M———
Stoneridge Investment Partners LLC
N/A—17,264-17,264-100%$6.7K———
Sharpepoint LLC
N/A—17,235-17,235-100%$6.5M———
Slagle Financial, LLC
N/A—17,221-17,221-100%$6.5M———
Hollencrest Capital Management
N/A—17,189-17,189-100%$6.5M———
Black Maple Capital Management LP
N/A—17,172-17,172-100%$6.5M———
Cape COD Five Cents Savings Bank
N/A—17,162-17,162-100%$6.5M———
IAM Advisory, LLC
N/A—17,150-17,150-100%$6.5M———
Resurgent Financial Advisors LLC
N/A—17,100-17,100-100%$6.5M———
Personal CFO Solutions, LLC
N/A—17,087-17,087-100%$6.5M———
Texas Capital Bank Wealth Management Services Inc
N/A—16,905-16,905-100%$6.4M———
Quent Capital, LLC
N/A—16,900-16,900-100%$6.4M———
Nutshell Asset Management Ltd
N/A—16,898-16,898-100%$6.4M———
WealthShield Partners, LLC
N/A—16,857-16,857-100%$6.4M———
Heartland Bank & Trust Co
N/A—16,836-16,836-100%$6.4M———
Group One Trading LLC
N/A—16,835-16,835-100%$6.4M———
Everpar Advisors LLC
N/A—16,721-16,721-100%$6.3M———
QVT Financial LP
N/A—16,675-16,675-100%$6.3M———
Point Break Capital Management, LLC
N/A—16,622-16,622-100%$6.3M———
Safeguard Investment Advisory Group, LLC
N/A—16,612-16,612-100%$6.3M———
Stokes Family Office, LLC
N/A—16,588-16,588-100%$6.3M———
National Philanthropic Trust
N/A—16,584-16,584-100%$6.3M———
Sargent Investment Group, LLC
N/A—16,529-16,529-100%$6.2M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—16,506-16,506-100%$6.2M———
SlateStone Wealth, LLC
N/A—16,478-16,478-100%$6.2M———
Hartford Funds Management Co LLC
N/A—16,473-16,473-100%$6.2M———
Wills Financial Group LLC
N/A—16,459-16,459-100%$6.2M———
Summitry LLC
N/A—16,363-16,363-100%$6.2M———
Agave Capital Management Ltd
N/A—16,342-16,342-100%$6.2M———
TRB Wealth Management, LLC
N/A—16,341-16,341-100%$6.2M———
River Wealth Advisors LLC
N/A—16,331-16,331-100%$6.2M———
Moore Capital Management, LP
N/A—16,140-16,140-100%$6.1M———
Channel Wealth LLC
N/A—16,087-16,087-100%$6.1M———
First Washington Corp
N/A—16,044-16,044-100%$6.1M———
Talon Private Wealth, LLC
N/A—16,020-16,020-100%$6.1M———
Goldstone Financial Group, LLC
N/A—15,986-15,986-100%$6.0M———
Coppell Advisory Solutions LLC
N/A—15,834-15,834-100%$204.6K———
Twin Tree Management, LP
N/A—15,809-15,809-100%$6.0M———
Continuum Advisory, LLC
N/A—15,764-15,764-100%$6.0M———
SWP Investment Management LLC
N/A—15,760-15,760-100%$6.0M———
LSV Asset Management
N/A—15,742-15,742-100%$5.9M———
Mathes Company, Inc.
N/A—15,700-15,700-100%$5.9M———
Farringdon Capital, Ltd.
N/A—15,523-15,523-100%$5.9M———
Te Ahumairangi Investment Management Ltd
N/A—15,485-15,485-100%$5.8M———
Marshall Financial Group, LLC
N/A—15,444-15,444-100%$5.8M———
First Commonwealth Financial Corp
N/A—15,341-15,341-100%$5.8M———
Stevens Capital Management LP
N/A—15,284-15,284-100%$5.8M———
Gardner Lewis Asset Management L P
N/A—15,264-15,264-100%$5.8M———
PDT Partners, LLC
N/A—15,200-15,200-100%$5.7M———
Aspen Grove Capital, LLC
N/A—15,199-15,199-100%$5.7M———
Fairbanks Capital Management, Inc.
N/A—15,195-15,195-100%$5.7M———
McDonough Capital Management, Inc
N/A—15,120-15,120-100%$5.7M———
Governors Lane LP
N/A—15,100-15,100-100%$5.7M———
Connective Capital Management, LLC
N/A—15,089-15,089-100%$5.7M———
Icon Advisers Inc
N/A—15,032-15,032-100%$5.7M———
Anson Funds Management LPA
N/A—15,000-15,000-100%$5.7M———
Operose Advisors LLC
N/A—14,828-14,828-100%$5.6M———
Sirios Capital Management L P
N/A—14,818-14,818-100%$5.6M———
Wellspring Financial Advisors, LLC
N/A—14,817-14,817-100%$5.6M———
Sagewood Asset Management LP
N/A—14,700-14,700-100%$5.6M———
Magnolia Capital Advisors LLC
N/A—14,645-14,645-100%$5.5M———
West Family Investments, Inc.
N/A—14,519-14,519-100%$5.5M———
Maniro Ltd
N/A—14,446-14,446-100%$5.5M———
Xcelsior Advisor Partners LLC
N/A—14,401-14,401-100%$5.4M———
Hardy Reed LLC
N/A—14,351-14,351-100%$5.4M———
IFC Advisors LLC
N/A—14,349-14,349-100%$5.4M———
Jackson Wealth Management, LLC
N/A—14,243-14,243-100%$5.4M———
University of Illinois Foundation
N/A—14,231-14,231-100%$5.4M———
Cambient Family Office, LLC
N/A—14,210-14,210-100%$5.4M———
MJP Associates Inc
N/A—14,178-14,178-100%$5.4M———
Vega Investment Solutions
N/A—14,164-14,164-100%$5.4M———
Osprey Private Wealth LLC
N/A—14,124-14,124-100%$5.3M———
Timber Creek Capital Management LLC
N/A—14,117-14,117-100%$5.3M———
PYA Waltman Capital, LLC
N/A—14,024-14,024-100%$5.3M———
Integrated Quantitative Investments LLC
N/A—14,015-14,015-100%$5.3M———
Promethos Capital, LLC
N/A—14,013-14,013-100%$5.3M———
Opal Capital LLC
N/A—13,989-13,989-100%$5.3M———
First Trust Bank, Ltd.
N/A—13,980-13,980-100%$5.3M———
BSW Wealth Partners
N/A—13,936-13,936-100%$5.3M———
Vanguard National Trust Co
N/A—13,934-13,934-100%$5.3M———
IMA Advisory Services, Inc.
N/A—13,789-13,789-100%$5.2M———
Black Swift Group, LLC
N/A—13,729-13,729-100%$5.2M———
Greenwich Wealth Management LLC
N/A—13,708-13,708-100%$5.2M———
Cloverfields Capital Group, LP
N/A—13,649-13,649-100%$5.2M———
Range Advisory, LLC
N/A—13,647-13,647-100%$5.2M———
Concentric Capital Strategies, LP
N/A—13,627-13,627-100%$5.1M———
Jefferson Bridge Capital, LLC
N/A—13,596-13,596-100%$5.1M———
Financial Engines Advisors L.L.C.
N/A—13,570-13,570-100%$5.1M———
Concord Investment Counsel Inc.
N/A—13,528-13,528-100%$5.1M———
Broderick Brian C
N/A—13,474-13,474-100%$5.1M———
Kidder Stephen W
N/A—13,438-13,438-100%$5.1M———
Blackhawk Capital Partners, LLC
N/A—13,430-13,430-100%$5.1M———
Peak Retirement Planning, Inc.
N/A—13,384-13,384-100%$5.1M———
Empire Financial Management Company, LLC
N/A—13,345-13,345-100%$5.0M———
Wrapmanager Inc
N/A—13,292-13,292-100%$5.0M———
Redwood Investment Management, LLC
N/A—13,266-13,266-100%$5.0M———
Meridian Management Co
N/A—13,229-13,229-100%$5.0M———
Bellwether Advisors, LLC
N/A—13,211-13,211-100%$5.0M———
Prestige Wealth Management Group LLC
N/A—13,130-13,130-100%$5.0M———
Samara Investment Management, LLC
N/A—13,119-13,119-100%$5.0M———
Storgate, LLC
N/A—13,109-13,109-100%$5.0M———
Everest Private Wealth
N/A—13,067-13,067-100%$4.9M———
KKM Financial LLC
N/A—13,007-13,007-100%$5.1M———
Cyber Hornet ETFs LLC
N/A—12,918-12,918-100%$4.9M———
Chesapeake Wealth Management
N/A—12,881-12,881-100%$4.9M———
Boxwood Ventures, Inc.
N/A—12,876-12,876-100%$4.8M———
Pgim Custom Harvest LLC
N/A—12,832-12,832-100%$4.8M———
Shared Vision Wealth Group LLC
N/A—12,829-12,829-100%$4.8M———
Citizens & Northern Corp
N/A—12,690-12,690-100%$4.8M———
Heritage Trust Co
N/A—12,662-12,662-100%$4.8M———
NewSquare Capital LLC
N/A—12,643-12,643-100%$4.8M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—12,583-12,583-100%$4.8M———
Avanda Investment Management Pte. Ltd.
N/A—12,570-12,570-100%$4.7M———
Patron Partners, LLC
N/A—12,499-12,499-100%$4.7M———
Centennial Bank
N/A—12,390-12,390-100%$4.7M———
Mosaic Family Wealth Partners, LLC
N/A—12,380-12,380-100%$4.7M———
CFO4Life Group, LLC
N/A—12,380-12,380-100%$4.7M———
Cercano Management LLC
N/A—12,325-12,325-100%$4.7M———
Ceeto Capital Group, LLC
N/A—12,260-12,260-100%$4.6M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—12,148-12,148-100%$4.6M———
Bull Harbor Capital LLC
N/A—12,128-12,128-100%$4.6M———
Fortune Financial Advisors, LLC
N/A—12,110-12,110-100%$4.6M———
Fortress Private Ledger, LLC
N/A—12,087-12,087-100%$4.6M———
Northstar Advisory Group, LLC
N/A—12,077-12,077-100%$4.6M———
Seeds Investor LLC
N/A—12,058-12,058-100%$4.6M———
First National Bank of Hutchinson
N/A—12,023-12,023-100%$4.5M———
Compass Capital Management, Inc
N/A—12,004-12,004-100%$4.5M———
Cetera Trust Company, N.a
N/A—11,945-11,945-100%$4.5M———
United Bank
N/A—11,857-11,857-100%$4.5M———
Hilltop Partners LLC
N/A—11,829-11,829-100%$4.5M———
New Republic Capital, LLC
N/A—11,816-11,816-100%$4.5M———
Peninsula Asset Management Inc
N/A—11,786-11,786-100%$4.5M———
Legacy Capital Wealth Management, LLC
N/A—11,781-11,781-100%$4.5M———
Innovative Asset Advisors Group, LLC
N/A—11,667-11,667-100%$4.4M———
Bolthouse Investments, LLC
N/A—11,518-11,518-100%$4.4M———
Forum Finance Group S.A.
N/A—11,500-11,500-100%$3.5K———
EWA, LLC
N/A—11,456-11,456-100%$4.3M———
NCP Inc.
N/A—11,425-11,425-100%$4.3M———
Explore Capital Management, LLC
N/A—11,400-11,400-100%$4.3M———
McLaughlin Asset Management, Inc.
N/A—11,266-11,266-100%$4.3M———
Rothschild Wealth LLC
N/A—11,234-11,234-100%$4.2M———
Granite Bay Wealth Management, LLC
N/A—11,148-11,148-100%$4.2M———
Waddell & Associates, LLC
N/A—11,111-11,111-100%$4.2M———
Basecamp Wealth Advisors LLC
N/A—11,084-11,084-100%$4.2M———
Emerald Advisers, LLC
N/A—11,077-11,077-100%$4.2M———
LRI Investments, LLC
N/A—11,068-11,068-100%$4.2M———
Fi3 Financial Advisors, LLC
N/A—11,063-11,063-100%$637.4K———
Thompson David Blair
N/A—11,045-11,045-100%$4.2M———
Regency Capital Management Inc.\DE
N/A—10,989-10,989-100%$4.2M———
Pine Valley Investments Ltd Liability Co
N/A—10,901-10,901-100%$4.1M———
FCA Corp
N/A—10,879-10,879-100%$4.1M———
Wellington Grp LLC
N/A—10,876-10,876-100%$4.1M———
Clarendon Private LLC
N/A—10,818-10,818-100%$4.1M———
Counterweight Ventures, LLC
N/A—10,816-10,816-100%$4.1M———
Accent Capital Management, LLC
N/A—10,779-10,779-100%$4.1M———
Pacific Point Advisors, LLC
N/A—10,770-10,770-100%$4.1M———
Stamos Capital Partners, L.P.
N/A—10,758-10,758-100%$4.1M———
Harvest Investment Services, LLC
N/A—10,696-10,696-100%$4.0M———
Florida Financial Advisors, LLC
N/A—10,680-10,680-100%$4.0M———
Wealth Management Associates, Inc.
N/A—10,680-10,680-100%$4.0M———
Edgestream Partners, L.P.
N/A—10,678-10,678-100%$4.0M———
Kane Investment Management, Inc.
N/A—10,674-10,674-100%$4.0M———
Apriem Advisors
N/A—10,601-10,601-100%$4.0M———
Bernicke Wealth Management, Ltd.
N/A—10,495-10,495-100%$4.0M———
Scholtz & Company, LLC
N/A—10,474-10,474-100%$4.0M———
Fort Point Capital Partners LLC
N/A—10,464-10,464-100%$4.0M———
Ethos Financial Group, LLC
N/A—10,406-10,406-100%$3.9M———
Berry Wealth Group, LP
N/A—10,349-10,349-100%$3.9M———
Whalerock Point Partners, LLC
N/A—10,310-10,310-100%$3.9M———
Yukon Wealth Management, Inc.
N/A—10,262-10,262-100%$3.9M———
Colonial Trust Advisors
N/A—10,203-10,203-100%$3.9M———
Money Concepts Capital Corp
N/A—10,185-10,185-100%$3.8M———
Landscape Capital Management, L.L.C.
N/A—10,129-10,129-100%$3.8M———
Orion Investment Co
N/A—10,046-10,046-100%$3.8M———
South Street Advisors LLC
N/A—10,011-10,011-100%$3.8M———
Berger Financial Group, Inc
N/A—9,980-9,980-100%$3.8M———
Eaton Financial Holdings Company, LLC
N/A—9,947-9,947-100%$3.8M———
Second Line Capital, LLC
N/A—9,937-9,937-100%$3.8M———
Puzo Michael J
N/A—9,864-9,864-100%$3.7M———
1 North Wealth Services LLC
N/A—9,858-9,858-100%$3.7M———
Ogorek Anthony Joseph
N/A—9,855-9,855-100%$3.7M———
Sandro Wealth Management LLC
N/A—9,785-9,785-100%$3.7M———
Bank of the Bluegrass & Trust Co.
N/A—9,737-9,737-100%$3.4M———
Fairtree Asset Management (Pty) Ltd
N/A—9,673-9,673-100%$3.7M———
Altshuler Shaham Ltd
N/A—9,657-9,657-100%$3.6M———
Whitford Management LLC
N/A—9,655-9,655-100%$3.6M———
Buckley Wealth Management, LLC
N/A—9,635-9,635-100%$3.6M———
Impact Partnership Wealth, LLC
N/A—9,609-9,609-100%$3.6M———
South Plains Financial, Inc.
N/A—9,577-9,577-100%$3.6M———
Generation Capital Management LLC
N/A—9,495-9,495-100%$3.6M———
Khazanah Nasional Berhad
N/A—9,455-9,455-100%$3.6M———
Dover Advisors, LLC
N/A—9,347-9,347-100%$3.2M———
Stratos Wealth Advisors, LLC
N/A—9,286-9,286-100%$3.5M———
Forefront Wealth Partners, LLC
N/A—9,270-9,270-100%$3.5M———
Longaeva Partners L.P.
N/A—9,270-9,270-100%$3.5M———
Signet Private Wealth LLC
N/A—9,209-9,209-100%$3.5M———
Brown Financial Advisors
N/A—9,168-9,168-100%$3.5M———
OneAscent Family Office, LLC
N/A—9,117-9,117-100%$3.4M———
US Asset Management LLC
N/A—9,068-9,068-100%$3.4M———
BlackDiamond Wealth Management, LLC
N/A—9,045-9,045-100%$3.8M———
Vectors Research Management, LLC
N/A—9,024-9,024-100%$3.4M———
Navalign, LLC
N/A—9,013-9,013-100%$3.4M———
Mason & Associates Inc
N/A—9,003-9,003-100%$3.4M———
Future Fund LLC
N/A—9,001-9,001-100%$3.4M———
Heritage Wealth Advisors
N/A—8,909-8,909-100%$3.4M———
Iconiq Capital, LLC
N/A—8,898-8,898-100%$3.4M———
Keystone Financial Group
N/A—8,859-8,859-100%$3.3M———
Kirtland Hills Capital Management, LLC
N/A—8,819-8,819-100%$3.3M———
Inspire Advisors, LLC
N/A—8,785-8,785-100%$3.3M———
Ariadne Wealth Management, LP
N/A—8,760-8,760-100%$3.3M———
Webster Bank, N. A.
N/A—8,751-8,751-100%$3.3M———
Mirabaud Asset Management Ltd
N/A—8,747-8,747-100%$3.3M———
Greykasell Wealth Strategies, Inc.
N/A—8,727-8,727-100%$3.3M———
Seascape Capital Management
N/A—8,706-8,706-100%$3.3M———
Castle Wealth Management LLC
N/A—8,701-8,701-100%$3.3M———
Darwin Wealth Management, LLC
N/A—8,691-8,691-100%$3.3M———
Wall Street Financial Group, Inc.
N/A—8,681-8,681-100%$3.3M———
North Dallas Bank & Trust Co
N/A—8,642-8,642-100%$3.3M———
Pitcairn Wealth Advisors LLC
N/A—8,632-8,632-100%$3.3M———
Fosun International Ltd
N/A—8,597-8,597-100%$3.2M———
New Vernon Investment Management LLC
N/A—8,585-8,585-100%$3.2M———
Valmark Advisers, Inc.
N/A—8,579-8,579-100%$3.2M———
LeClair Wealth Partners LLC
N/A—8,573-8,573-100%$3.2M———
Legacy Edge Advisors, LLC
N/A—8,533-8,533-100%$3.2M———
Aventura Private Wealth, LLC
N/A—8,505-8,505-100%$3.2M———
Boreal Capital Management LLC
N/A—8,502-8,502-100%$3.2M———
OneAscent Financial Services LLC
N/A—8,495-8,495-100%$3.2M———
Fiduciary Group, LLC
N/A—8,475-8,475-100%$3.2M———
Concentrum Wealth Management
N/A—8,463-8,463-100%$3.2M———
Ducere Wealth Management LLC
N/A—8,458-8,458-100%$3.2M———
Affinity Investment Advisors, LLC
N/A—8,430-8,430-100%$3.2M———
Octavia Wealth Advisors, LLC
N/A—8,422-8,422-100%$3.2M———
SHP Wealth Management
N/A—8,414-8,414-100%$3.2M———
Ponta Wealth Partners, LLC
N/A—8,354-8,354-100%$3.2M———
SageGuard Financial Group, LLC
N/A—8,353-8,353-100%$3.2M———
Asahi Life Asset Management Co., Ltd.
N/A—8,299-8,299-100%$3.1M———
Smith, Moore & Co.
N/A—8,251-8,251-100%$3.1M———
Private Wealth Asset Management, LLC
N/A—8,245-8,245-100%$3.1M———
Partners Capital Investment Group, LLP
N/A—8,217-8,217-100%$3.1M———
Acorns Advisers, LLC
N/A—8,213-8,213-100%$3.1M———
Cornerstone Advisory, LLC
N/A—8,211-8,211-100%$3.1M———
Berkeley Capital Partners, LLC
N/A—8,199-8,199-100%$3.1M———
Raelipskie Partnership
N/A—8,176-8,176-100%$3.1M———
Trivant Custom Portfolio Group, LLC
N/A—8,107-8,107-100%$3.1M———
44 Wealth Management LLC
N/A—8,051-8,051-100%$3.0M———
Lighthouse Investment Partners, LLC
N/A—8,001-8,001-100%$3.0M———
Notis-McConarty Edward
N/A—7,984-7,984-100%$3.0M———
Jackson Thornton Wealth Management, LLC
N/A—7,970-7,970-100%$3.0M———
Caxton Associates LLP
N/A—7,939-7,939-100%$3.0M———
Measured Wealth Private Client Group, LLC
N/A—7,939-7,939-100%$3.0M———
Fort Sheridan Advisors LLC
N/A—7,928-7,928-100%$3.0M———
Quantum Portfolio Management LLC
N/A—7,919-7,919-100%$3.0M———
Ameriflex Group, Inc.
N/A—7,909-7,909-100%$3.0M———
Liberty Wealth Management LLC
N/A—7,874-7,874-100%$2.4M———
Vantus Wealth LLC
N/A—7,872-7,872-100%$3.0M———
Tyche Wealth Partners LLC
N/A—7,790-7,790-100%$2.9M———
Odyssean, LLC
N/A—7,781-7,781-100%$2.9M———
Westfuller Advisors, LLC
N/A—7,743-7,743-100%$2.9M———
Drucker Wealth 3.0, LLC
N/A—7,739-7,739-100%$2.9M———
Rogco, LP
N/A—7,735-7,735-100%$2.9M———
Astoria Portfolio Advisors Llc.
N/A—7,729-7,729-100%$2.9M———
Crewe Advisors LLC
N/A—7,723-7,723-100%$2.9M———
City National Bank of Florida
N/A—7,684-7,684-100%$2.9M———
Peak Planning Group, LLC
N/A—7,665-7,665-100%$2.9M———
Atlas Legacy Advisors, LLC
N/A—7,644-7,644-100%$2.8M———
Delta Investment Management, LLC
N/A—7,625-7,625-100%$2.9M———
Calydon Capital
N/A—7,598-7,598-100%$2.9M———
Allred Capital Management, LLC
N/A—7,591-7,591-100%$2.9M———
Colonial Trust Co / SC
N/A—7,538-7,538-100%$2.8M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—7,505-7,505-100%$2.8M———
Triton Financial Group Inc
N/A—7,504-7,504-100%$2.8M———
Union Square Park Capital Management, LLC
N/A—7,500-7,500-100%$2.8M———
Lester Murray Antman dba SimplyRich
N/A—7,471-7,471-100%$2.8M———
Sunflower Bank, N.A.
N/A—7,463-7,463-100%$2.8M———
Peak Asset Management, LLC
N/A—7,442-7,442-100%$2.8M———
Oxbow Advisors, LLC
N/A—7,438-7,438-100%$2.8M———
Intellectus Partners, LLC
N/A—7,433-7,433-100%$2.8M———
Prelude Capital Management, LLC
N/A—7,384-7,384-100%$2.8M———
Bank OZK
N/A—7,273-7,273-100%$2.7M———
Investor's Fiduciary Advisor Network, LLC
N/A—7,262-7,262-100%$2.7M———
Bouchey Financial Group, Ltd.
N/A—7,216-7,216-100%$2.7M———
Parsonex Advisory Services, Inc.
N/A—7,191-7,191-100%$2.7M———
Severin Investments, LLC
N/A—7,176-7,176-100%$2.7M———
Somerville Kurt F
N/A—7,175-7,175-100%$2.7M———
Proffitt & Goodson Inc
N/A—7,151-7,151-100%$2.7M———
VestGen Investment Management
N/A—7,142-7,142-100%$2.7M———
Sierra Capital LLC
N/A—7,141-7,141-100%$2.7M———
Northstar Asset Management Inc
N/A—7,130-7,130-100%$2.7M———
Vista Cima Wealth Management LLC
N/A—7,125-7,125-100%$2.7M———
SPX Gestao de Recursos Ltda
N/A—7,098-7,098-100%$2.7M———
IKE Capital, LLC
N/A—7,081-7,081-100%$2.7M———
Positano Wealth Management Ltd
N/A—7,064-7,064-100%$2.7M———
New Insight Wealth Advisors
N/A—7,059-7,059-100%$2.7M———
Knightsbridge Asset Management, LLC
N/A—7,056-7,056-100%$2.7M———
Summit Wealth Partners, LLC
N/A—6,985-6,985-100%$2.6M———
Madison Wealth Partners, Inc
N/A—6,961-6,961-100%$2.6M———
Compass Capital Corp
N/A—6,930-6,930-100%$3.0M———
Matrix Private Capital Group LLC
N/A—6,906-6,906-100%$2.6M———
Swiss RE LTD
N/A—6,896-6,896-100%$2.6M———
Keating Financial Advisory Services, Inc.
N/A—6,882-6,882-100%$2.6M———
Boothbay Fund Management, LLC
N/A—6,839-6,839-100%$2.6M———
Phillips Wealth Planners LLC
N/A—6,806-6,806-100%$2.5M———
Thomasville National Bank
N/A—6,748-6,748-100%$2.5M———
Athena Investment Management
N/A—6,731-6,731-100%$2.5M———
Gilbert & Cook, Inc.
N/A—6,716-6,716-100%$2.5M———
Wealthquest Corp
N/A—6,672-6,672-100%$2.5M———
Element Squared LLC
N/A—6,663-6,663-100%$2.5M———
Lbmc Investment Advisors, LLC
N/A—6,617-6,617-100%$2.5M———
Bancreek Capital Management, LP
N/A—6,584-6,584-100%$2.5M———
Centric Wealth Management
N/A—6,582-6,582-100%$2.7M———
Headinvest, LLC
N/A—6,549-6,549-100%$2.5M———
Orleans Capital Management Corp
N/A—6,534-6,534-100%$2.5M———
Financial Advisors Network, Inc.
N/A—6,534-6,534-100%$2.5M———
Valtrion Capital Management, LLC
N/A—6,523-6,523-100%$2.5M———
Tailwinds Wealth, LLC
N/A—6,517-6,517-100%$2.5M———
Summit Partners Public Asset Management, LLC
N/A—6,500-6,500-100%$2.5M———
Bank of Nova Scotia Trust Co
N/A—6,470-6,470-100%$2.4M———
Chancellor Financial Group WB LP
N/A—6,447-6,447-100%$2.4M———
Navellier & Associates Inc
N/A—6,418-6,418-100%$2.4M———
Keystone Financial Services
N/A—6,413-6,413-100%$2.4M———
Crux Wealth Advisors
N/A—6,385-6,385-100%$2.4M———
Klcm Advisors, Inc.
N/A—6,331-6,331-100%$2.4M———
Kensington Investment Counsel, LLC
N/A—6,327-6,327-100%$2.4M———
Qsemble Capital Management, LP
N/A—6,307-6,307-100%$2.4M———
Massar Capital Management, LP
N/A—6,291-6,291-100%$2.4M———
Emissary Wealth LLC
N/A—6,268-6,268-100%$2.4M———
Summit Wealth & Retirement Planning, Inc.
N/A—6,263-6,263-100%$2.4M———
Empirical Asset Management, LLC
N/A—6,248-6,248-100%$2.4M———
Lifeworks Advisors, LLC
N/A—6,239-6,239-100%$2.4M———
PAX Financial Group, LLC
N/A—6,230-6,230-100%$2.4M———
Twin Peaks Wealth Advisors, LLC
N/A—6,200-6,200-100%$2.3M———
TAGStone Capital, Inc.
N/A—6,200-6,200-100%$2.3M———
Fortis Capital Advisors, LLC
N/A—6,186-6,186-100%$2.3M———
Betterment LLC
N/A—6,173-6,173-100%$2.3M———
Sovereign Financial Group, Inc.
N/A—6,158-6,158-100%$2.3M———
Greenline Wealth Management LLC
N/A—6,146-6,146-100%$2.3M———
Atlanta Consulting Group Advisors, LLC
N/A—6,144-6,144-100%$2.3M———
Osborne Partners Capital Management, LLC
N/A—6,142-6,142-100%$2.3M———
Papamarkou Wellner Asset Management inc.
N/A—6,117-6,117-100%$1.9M———
Abbot Financial Management, Inc.
N/A—6,107-6,107-100%$2.3M———
Legacy Wealth Advisors, LLC
N/A—6,093-6,093-100%$2.3M———
Nicholson Wealth Management Group, LLC
N/A—6,092-6,092-100%$2.3M———
one8zero8, LLC
N/A—6,035-6,035-100%$2.3M———
Core Alternative Capital
N/A—6,011-6,011-100%$2.3M———
Tradewinds, Llc.
N/A—6,010-6,010-100%$3.1M———
Pincus Capital Management, LP
N/A—6,009-6,009-100%$2.3M———
Sharp Wealth Advisory, LLC
N/A—5,994-5,994-100%$2.3M———
Neo Ivy Capital Management
N/A—5,984-5,984-100%$2.3M———
GSA Capital Partners LLP
N/A—5,968-5,968-100%$2.3M———
Intrepid Financial Planning Group LLC
N/A—5,966-5,966-100%$2.3M———
Hills Bank & Trust Co
N/A—5,950-5,950-100%$2.2M———
Fox Hill Wealth Management
N/A—5,948-5,948-100%$2.2M———
Barr E S & Co
N/A—5,902-5,902-100%$2.2M———
Auxano Advisors, LLC
N/A—5,893-5,893-100%$2.2M———
Gould Asset Management LLC
N/A—5,883-5,883-100%$2.2M———
GWN Securities Inc.
N/A—5,860-5,860-100%$2.2M———
Westview Management dba Westview Investment Advisors
N/A—5,852-5,852-100%$2.2M———
Prosperity Bancshares Inc
N/A—5,848-5,848-100%$2.2M———
Tiemann Investment Advisors, LLC
N/A—5,826-5,826-100%$2.2M———
Carr Financial Group Corp
N/A—5,812-5,812-100%$2.2M———
M3 Advisory Group, LLC
N/A—5,803-5,803-100%$2.2M———
AlpenGlobal Capital LLC
N/A—5,775-5,775-100%$2.2M———
1776 Wealth LLC
N/A—5,767-5,767-100%$2.2M———
Strait & Sound Wealth Management LLC
N/A—5,759-5,759-100%$2.2M———
VeraBank, N.A.
N/A—5,759-5,759-100%$2.2M———
Lafayette Investments, Inc.
N/A—5,754-5,754-100%$2.2M———
Falcon Wealth Planning
N/A—5,745-5,745-100%$2.2M———
Delaney Dennis R
N/A—5,734-5,734-100%$2.2M———
Maverick Capital LTD
N/A—5,734-5,734-100%$2.2M———
1248 Management, LLC
N/A—5,733-5,733-100%$2.2M———
Meadowbrook Advisors Group, LLC
N/A—5,727-5,727-100%$2.2M———
Oxford Financial Group, Ltd. LLC
N/A—5,708-5,708-100%$2.2M———
Ellevest, Inc.
N/A—5,697-5,697-100%$2.2M———
Capital Markets Trading UK LLP
N/A—5,691-5,691-100%$2.2M———
RED Reef Advisors LLC
N/A—5,651-5,651-100%$2.1M———
Vaughan Nelson Investment Management, L.P.
N/A—5,650-5,650-100%$2.1M———
Weaver C. Barksdale & Associates, Inc.
N/A—5,636-5,636-100%$2.1M———
Legacy Trust
N/A—5,632-5,632-100%$2.1M———
Chesapeake Asset Management LLC
N/A—5,602-5,602-100%$2.1M———
Elefante Mark B
N/A—5,597-5,597-100%$2.1M———
Harbour Wealth Management Group, Inc.
N/A—5,561-5,561-100%$2.1M———
Secured Retirement Advisors, LLC
N/A—5,522-5,522-100%$2.1M———
Yarger Wealth Strategies, LLC
N/A—5,502-5,502-100%$2.2M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—5,468-5,468-100%$2.1M———
Holistic Financial Partners
N/A—5,441-5,441-100%$2.1M———
Mosaic Financial Group, LLC
N/A—5,412-5,412-100%$2.0M———
Natural Investments, LLC
N/A—5,412-5,412-100%$2.0M———
Evernest Financial Advisors, LLC
N/A—5,401-5,401-100%$2.0M———
Richmond Brothers, Inc.
N/A—5,398-5,398-100%$2.0M———
Vickerman Investment Advisors, Inc.
N/A—5,387-5,387-100%$2.0M———
JMN Financial LLC
N/A—5,378-5,378-100%$2.0M———
Consilio Wealth Advisors, LLC
N/A—5,377-5,377-100%$2.0M———
Fullerton Fund Management Co Ltd.
N/A—5,370-5,370-100%$2.0M———
First Dallas Securities Inc.
N/A—5,355-5,355-100%$2.0M———
Affinity Wealth Management LLC
N/A—5,329-5,329-100%$2.0M———
Expressive Wealth LLC
N/A—5,321-5,321-100%$2.0M———
Vienna Asset Management LLC
N/A—5,271-5,271-100%$2.0M———
Oxinas Partners, LLC
N/A—5,247-5,247-100%$2.0M———
Evolutionary Tree Capital Management, LLC
N/A—5,221-5,221-100%$2.0M———
K.J. Harrison & Partners Inc
N/A—5,174-5,174-100%$2.0M———
Planning Alternatives LTD
N/A—5,147-5,147-100%$1.9M———
Sonoma Allocations LLC
N/A—5,135-5,135-100%$1.9M———
Richard W. Paul & Associates, LLC
N/A—5,124-5,124-100%$1.9M———
W1m Asset Management Ltd
N/A—5,117-5,117-100%$1.9M———
Stonebridge Financial Group, LLC / MO
N/A—5,082-5,082-100%$1.9M———
Boston Family Office LLC
N/A—5,039-5,039-100%$1.9M———
Synergy Financial Group, LTD
N/A—5,034-5,034-100%$1.9M———
WIN Advisors, Inc
N/A—5,027-5,027-100%$1.9M———
Tiaa Trust, National Association
N/A—5,007-5,007-100%$1.9M———
Monetta Financial Services Inc
N/A—5,000-5,000-100%$1.9M———
Firsthand Capital Management, Inc.
N/A—5,000-5,000-100%$1.9M———
Professional Financial Solutions LLC
N/A—4,980-4,980-100%$1.9M———
Wealthedge Investment Advisors, LLC
N/A—4,965-4,965-100%$1.9M———
Beacon Bridge Wealth Partners, LLC
N/A—4,962-4,962-100%$1.9M———
Roberts Glore & Co Inc
N/A—4,926-4,926-100%$1.9M———
George Kaiser Family Foundation
N/A—4,855-4,855-100%$1.8M———
Wick Capital Partners, LLC
N/A—4,849-4,849-100%$1.8M———
Cape ANN Savings Bank
N/A—4,828-4,828-100%$1.8M———
Fortis Group Advisors, LLC
N/A—4,805-4,805-100%$1.8M———
Caerus Investment Advisors, LLC
N/A—4,800-4,800-100%$1.8M———
Petra Financial Advisors Inc
N/A—4,757-4,757-100%$1.8M———
Potentia Wealth
N/A—4,757-4,757-100%$1.8M———
Anchor Bay Capital, Inc.
N/A—4,746-4,746-100%$2.0M———
Z3 Capital Partners, LLC
N/A—4,726-4,726-100%$1.8M———
Cofg Advisors, LLC
N/A—4,676-4,676-100%$1.8M———
FPC Investment Advisory, Inc.
N/A—4,661-4,661-100%$1.7M———
denkapparat Operations GmbH
N/A—4,630-4,630-100%$1.7M———
Dempze Nancy E
N/A—4,621-4,621-100%$1.7M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—4,612-4,612-100%$1.7M———
Mosaic Advisors LLC
N/A—4,609-4,609-100%$1.7M———
American Money Management, LLC
N/A—4,602-4,602-100%$1.7M———
Shufro Rose & Co LLC
N/A—4,600-4,600-100%$1.7M———
Ninepoint Partners LP
N/A—4,550-4,550-100%$1.7M———
Guardian Capital, LLC
N/A—4,549-4,549-100%$1.7M———
Cascade Financial Partners, LLC
N/A—4,531-4,531-100%$1.7M———
Granite Harbor Advisors, Inc.
N/A—4,518-4,518-100%$1.7M———
Clifford Group, LLC
N/A—4,512-4,512-100%$1.7M———
Pettee Investors, Inc.
N/A—4,510-4,510-100%$1.7M———
Sender Co & Partners, Inc.
N/A—4,503-4,503-100%$1.7M———
Chokshi & Queen Wealth Advisors, Inc
N/A—4,498-4,498-100%$1.7M———
Northwest Bancshares, Inc.
N/A—4,472-4,472-100%$1.7M———
Vista Capital Partners, Inc.
N/A—4,471-4,471-100%$1.7M———
Modus Advisors, LLC
N/A—4,465-4,465-100%$1.7M———
Walter & Keenan Wealth Management LLC
N/A—4,451-4,451-100%$1.7M———
Vines Capital Management, LLC
N/A—4,399-4,399-100%$1.7M———
Whetstone Capital Advisors, LLC
N/A—4,395-4,395-100%$1.7M———
Riverview Trust Co
N/A—4,387-4,387-100%$1.7M———
Maridea Wealth Management LLC
N/A—4,384-4,384-100%$1.7M———
Wallace Advisory Group, LLC
N/A—4,365-4,365-100%$1.6M———
Byrne Financial Freedom, LLC
N/A—4,356-4,356-100%$1.6M———
KilterHowling LLC
N/A—4,326-4,326-100%$1.6M———
Leigh Baldwin & Co., LLC
N/A—4,323-4,323-100%$1.6M———
Virtus Investment Advisers, LLC
N/A—4,308-4,308-100%$1.6M———
New World Advisors LLC
N/A—4,294-4,294-100%$1.6M———
PFC Capital Group, Inc.
N/A—4,288-4,288-100%$1.6M———
Red Wave Investments LLC
N/A—4,271-4,271-100%$1.6M———
Strategies Wealth Advisors, LLC
N/A—4,255-4,255-100%$1.6M———
Strategic Financial Services, Inc.
N/A—4,253-4,253-100%$1.6M———
Prostatis Group LLC
N/A—4,251-4,251-100%$1.6M———
Integrated Investment Consultants, LLC
N/A—4,249-4,249-100%$1.6M———
FreeGulliver LLC
N/A—4,244-4,244-100%$1.6M———
Elgethun Capital Management
N/A—4,242-4,242-100%$1.6M———
Hall Capital Management Co Inc
N/A—4,230-4,230-100%$1.6M———
Elm Partners Management LLC
N/A—4,217-4,217-100%$1.6M———
Smart Money Group LLC
N/A—4,201-4,201-100%$1.6M———
PeakShares LLC
N/A—4,200-4,200-100%$1.6M———
HighVista Strategies LLC
N/A—4,199-4,199-100%$1.6M———
Toews Corp
N/A—4,198-4,198-100%$1.6M———
DV Trading LLC
N/A—4,195-4,195-100%$1.6M———
McElhenny Sheffield Capital Management, LLC
N/A—4,171-4,171-100%$1.6M———
Paces Ferry Wealth Advisors, LLC
N/A—4,154-4,154-100%$1.6M———
Medallion Wealth Advisors, LLC
N/A—4,131-4,131-100%$1.6M———
First Western Trust Bank
N/A—4,123-4,123-100%$1.6M———
UP Strategic Wealth Investment Advisors LLC
N/A—4,121-4,121-100%$1.7M———
CMT Capital Markets Trading GmbH
N/A—4,102-4,102-100%$1.6M———
Hamilton Wealth, LLC
N/A—4,088-4,088-100%$1.5M———
Flatrock Wealth Partners LLC
N/A—4,086-4,086-100%$1.5M———
Kavar Capital Partners Group, LLC
N/A—4,085-4,085-100%$1.5M———
Permanent Capital Management, LP
N/A—4,072-4,072-100%$1.5M———
Proactive Wealth Strategies LLC
N/A—4,060-4,060-100%$1.5M———
Sandy Cove Advisors, LLC
N/A—4,053-4,053-100%$1.5M———
Ionic Capital Management LLC
N/A—4,037-4,037-100%$1.5M———
Iron Gate Global Advisors LLC
N/A—4,028-4,028-100%$1.5M———
BWM Planning, LLC
N/A—4,017-4,017-100%$1.5M———
Tobias Financial Advisors, Inc.
N/A—4,012-4,012-100%$1.5M———
Encore Global Management, LP
N/A—4,000-4,000-100%$1.5M———
Cohen & Steers, Inc.
N/A—4,000-4,000-100%$1.5M———
McLean Asset Management Corp
N/A—3,941-3,941-100%$1.5M———
Index Technologies Group LLC
N/A—3,936-3,936-100%$1.5M———
Cedarwood Wealth LLC
N/A—3,918-3,918-100%$1.5M———
Voya Financial Advisors, Inc.
N/A—3,901-3,901-100%$1.5M———
Symphony Financial Services, Inc.
N/A—3,899-3,899-100%$1.5M———
Meridian Wealth Partners, LLC
N/A—3,898-3,898-100%$1.5M———
Constant Guidance Financial LLC
N/A—3,846-3,846-100%$1.5M———
CM Wealth Advisors LLC
N/A—3,822-3,822-100%$1.4M———
Precision Wealth Strategies, LLC
N/A—3,819-3,819-100%$1.4M———
Hexagon Capital Partners LLC
N/A—3,810-3,810-100%$1.4M———
Sun Financial Inc
N/A—3,805-3,805-100%$1.6M———
Paladin Advisory Group, LLC
N/A—3,799-3,799-100%$1.4M———
Nova Wealth Management, Inc.
N/A—3,793-3,793-100%$1.4M———
FWG Holdings, LLC
N/A—3,781-3,781-100%$1.4M———
White Knight Strategic Wealth Advisors, LLC
N/A—3,780-3,780-100%$1.4M———
Wescott Financial Advisory Group, LLC
N/A—3,780-3,780-100%$1.4M———
CacheTech Inc.
N/A—3,780-3,780-100%$1.4M———
SSI Investment Management LLC
N/A—3,778-3,778-100%$1.4M———
Francis Financial, Inc.
N/A—3,777-3,777-100%$1.4M———
Rothschild Capital Partners, LLC
N/A—3,766-3,766-100%$1.4M———
Soros Capital Management LLC
N/A—3,763-3,763-100%$1.4M———
Okabena Investment Services Inc
N/A—3,743-3,743-100%$1.4M———
Petix & Botte Co
N/A—3,729-3,729-100%$1.4M———
Dockside LLC
N/A—3,727-3,727-100%$1.4M———
PCB Capital LLC
N/A—3,717-3,717-100%$1.4M———
Members Trust Co
N/A—3,710-3,710-100%$1.4M———
Steigerwald, Gordon & Koch Inc.
N/A—3,701-3,701-100%$1.4M———
Pinnacle Wealth Management, LLC
N/A—3,681-3,681-100%$1.4M———
Melfa Wealth Management, Inc.
N/A—3,680-3,680-100%$1.4M———
Deepwater Asset Management, LLC
N/A—3,668-3,668-100%$1.4M———
Tripletail Wealth Management, LLC
N/A—3,665-3,665-100%$1.3M———
Mairs & Power Inc
N/A—3,663-3,663-100%$1.4M———
Arkos Global Advisors
N/A—3,651-3,651-100%$1.4M———
Peregrine Asset Advisers, Inc.
N/A—3,650-3,650-100%$1.4M———
Permanens Capital L.P.
N/A—3,634-3,634-100%$1.4M———
Corient IA LP
N/A—3,620-3,620-100%$1.4M———
CCG Wealth Management, LLC
N/A—3,620-3,620-100%$1.4M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—3,607-3,607-100%$1.4M———
Wayfinding Financial, LLC
N/A—3,599-3,599-100%$1.4M———
Cramer Rosenthal Mcglynn LLC
N/A—3,583-3,583-100%$1.4M———
Caitlin John, LLC
N/A—3,560-3,560-100%$1.3M———
M1 Capital Management LLC
N/A—3,556-3,556-100%$1.3M———
17 Capital Partners, LLC
N/A—3,538-3,538-100%$1.3M———
Fielder Capital Group LLC
N/A—3,536-3,536-100%$1.3M———
Legacy Capital Group California, Inc.
N/A—3,535-3,535-100%$1.3M———
Duncan Williams Asset Management, LLC
N/A—3,527-3,527-100%$1.3M———
Omnia Family Wealth, LLC
N/A—3,526-3,526-100%$1.3M———
Harbor Advisors LLC
N/A—3,500-3,500-100%$1.3M———
K2 Principal Fund, L.P.
N/A—3,500-3,500-100%$1.3M———
Talisman Wealth Advisors LLC
N/A—3,499-3,499-100%$1.3M———
Rollins Financial Advisors, LLC
N/A—3,495-3,495-100%$1.3M———
ODonnell Financial Services, LLC
N/A—3,491-3,491-100%$1.3M———
Genesis Financial Group, LLC
N/A—3,480-3,480-100%$1.3M———
Aster Capital Management (Difc) Ltd
N/A—3,455-3,455-100%$1.3M———
Miller Capital Partners, Inc.
N/A—3,455-3,455-100%$1.3M———
Blalock Williams, LLC
N/A—3,446-3,446-100%$1.3M———
Fourth Dimension Wealth, LLC
N/A—3,438-3,438-100%$1.3M———
GatePass Capital, LLC
N/A—3,427-3,427-100%$1.3M———
Dean Investment Associates, LLC
N/A—3,410-3,410-100%$1.3M———
Mrwm Advisors, LLC
N/A—3,402-3,402-100%$1.3M———
Baron Silver Stevens Financial Advisors, LLC
N/A—3,400-3,400-100%$1.3M———
Palumbo Wealth Management LLC
N/A—3,391-3,391-100%$1.3M———
Goepper Burkhardt LLC
N/A—3,383-3,383-100%$1.3M———
Scharf Investments, LLC
N/A—3,381-3,381-100%$1.3M———
Wallace Hart LLC
N/A—3,369-3,369-100%$1.3M———
Callahan Advisors, LLC
N/A—3,367-3,367-100%$1.3M———
Capital Investment Management, Inc.
N/A—3,346-3,346-100%$1.3M———
Per Stirling Capital Management, Llc.
N/A—3,326-3,326-100%$1.3M———
Wealth Watch Advisors, Inc
N/A—3,321-3,321-100%$1.3M———
Alpha Zero LLC
N/A—3,315-3,315-100%$1.2M———
Bedel Financial Consulting, Inc.
N/A—3,310-3,310-100%$1.3M———
Northstar Group, Inc.
N/A—3,306-3,306-100%$1.2M———
AR Asset Management Inc
N/A—3,300-3,300-100%$1.2M———
Hansen & Associates Financial Group, Inc.
N/A—3,290-3,290-100%$1.2M———
Wulff, Hansen & Co.
N/A—3,287-3,287-100%$1.2M———
Invst, LLC
N/A—3,280-3,280-100%$1.2M———
Game Plan Financial Advisors, LLC
N/A—3,267-3,267-100%$1.2M———
Navis Wealth Advisors, LLC
N/A—3,262-3,262-100%$1.2M———
Argent Advisors, Inc.
N/A—3,262-3,262-100%$1.2M———
Brooks, Moore & Associates, Inc.
N/A—3,260-3,260-100%$1.2M———
FLC Capital Advisors
N/A—3,260-3,260-100%$1.2M———
Swisher Financial Concepts, Inc.
N/A—3,259-3,259-100%$1.2M———
Strive Financial Group,LLC
N/A—3,258-3,258-100%$1.2M———
Lavaca Capital LLC
N/A—3,250-3,250-100%$1.2M———
Southeast Asset Advisors, LLC
N/A—3,249-3,249-100%$1.2M———
Wealthspire Retirement, LLC
N/A—3,201-3,201-100%$1.2M———
Cascades Capital Asset Management, LLC
N/A—3,194-3,194-100%$1.2M———
Rather & Kittrell, Inc.
N/A—3,185-3,185-100%$1.2M———
Truepoint, Inc.
N/A—3,160-3,160-100%$1.2M———
Oder Investment Management, LLC
N/A—3,136-3,136-100%$1.2M———
Pennington Partners & Co., LLC
N/A—3,127-3,127-100%$1.2M———
Gabelli & Co Investment Advisers, Inc.
N/A—3,125-3,125-100%$1.2M———
Tandem Wealth Advisors LLC
N/A—3,115-3,115-100%$1.2M———
Pack Private Wealth, LLC
N/A—3,114-3,114-100%$1.2M———
Alesco Advisors, LLC, An ESL Co
N/A—3,094-3,094-100%$1.2M———
Cvfg LLC
N/A—3,082-3,082-100%$1.2M———
White Pine Capital LLC
N/A—3,066-3,066-100%$1.2M———
Highland Investment Advisors LLC
N/A—3,065-3,065-100%$1.2M———
Delos Wealth Advisors, LLC
N/A—3,059-3,059-100%$1.2M———
Zuckerman Investment Group, LLC
N/A—3,027-3,027-100%$1.1M———
Silver Coast Investments LLC
N/A—3,018-3,018-100%$1.1M———
Cahill Financial Advisors Inc
N/A—3,017-3,017-100%$1.1M———
NorthStar Asset Management LLC
N/A—2,996-2,996-100%$1.1M———
Spectrum Investment Advisors, Inc.
N/A—2,990-2,990-100%$1.1M———
Atlas Capital Advisors Inc.
N/A—2,984-2,984-100%$1.1M———
Brand Asset Management Group, Inc.
N/A—2,954-2,954-100%$1.1M———
J. M. Brown & Associates Inc.
N/A—2,940-2,940-100%$1.1M———
HHM Wealth Advisors, LLC
N/A—2,935-2,935-100%$1.1M———
Maripau Wealth Management LLC
N/A—2,933-2,933-100%$1.1M———
EMC Capital Management
N/A—2,900-2,900-100%$1.1K———
SGL Investment Advisors, Inc.
N/A—2,895-2,895-100%$1.2M———
Shay Capital LLC
N/A—2,875-2,875-100%$1.1M———
Golden Road Advisors LLC
N/A—2,861-2,861-100%$1.1M———
OneAscent Investment Solutions LLC
N/A—2,853-2,853-100%$1.1M———
One Charles Private Wealth Services, LLC
N/A—2,850-2,850-100%$1.1M———
Vermillion & White Wealth Management Group, LLC
N/A—2,848-2,848-100%$1.1M———
Financial Sense Advisors, Inc.
N/A—2,842-2,842-100%$1.1M———
Kickstand Ventures, Llc.
N/A—2,835-2,835-100%$1.1M———
Campion Asset Management
N/A—2,834-2,834-100%$1.1M———
Integrity Financial Corp
N/A—2,831-2,831-100%$1.1M———
Engineers Gate Manager LP
N/A—2,822-2,822-100%$1.1M———
Drake & Associates, LLC
N/A—2,814-2,814-100%$1.1M———
Altrafin AG
N/A—2,800-2,800-100%$1.1M———
Horizon Family Wealth, Inc.
N/A—2,789-2,789-100%$1.1M———
King Wealth Management Group
N/A—2,786-2,786-100%$1.1M———
RiverGlades Family Offices LLC
N/A—2,781-2,781-100%$1.1M———
Eldridge Investment Advisors, Inc.
N/A—2,745-2,745-100%$1.0M———
Westshore Wealth, LLC
N/A—2,743-2,743-100%$1.0M———
Virtu Financial LLC
N/A—2,741-2,741-100%$1.0M———
Aspire Growth Partners LLC
N/A—2,734-2,734-100%$1.0M———
Global Endowment Management, LP
N/A—2,722-2,722-100%$1.0M———
Calton & Associates, Inc.
N/A—2,716-2,716-100%$1.0M———
Prospect Financial Services LLC
N/A—2,710-2,710-100%$1.0M———
Sovereign Investment Advisors, LLC
N/A—2,676-2,676-100%$1.0M———
Bluebird Wealth Management LLC
N/A—2,674-2,674-100%$1.0M———
BankPlus Trust Department
N/A—2,665-2,665-100%$1.0M———
Allied Private Wealth LLC
N/A—2,663-2,663-100%$1.0M———
Sequent Planning LLC
N/A—2,662-2,662-100%$1.0M———
Financial Life Planners
N/A—2,657-2,657-100%$1.0M———
Old North State Trust, LLC
N/A—2,635-2,635-100%$995.0K———
Royal Capital Wealth Management, LLC
N/A—2,630-2,630-100%$993.5K———
Swan Global Investments, LLC
N/A—2,626-2,626-100%$992.0K———
Ardmore Road Asset Management LP
N/A—2,600-2,600-100%$982.2K———
MA Private Wealth
N/A—2,594-2,594-100%$979.9K———
Allium Financial Advisors, LLC
N/A—2,591-2,591-100%$978.8K———
Core Wealth Advisors, Inc.
N/A—2,570-2,570-100%$970.9K———
Keyvantage Wealth, LLC
N/A—2,558-2,558-100%$966.3K———
Dogwood Wealth Management LLC
N/A—2,522-2,522-100%$952.8K———
EntryPoint Capital, LLC
N/A—2,520-2,520-100%$951.9K———
Alta Wealth Advisors LLC
N/A—2,514-2,514-100%$949.5K———
Jacobs Equity LLC
N/A—2,510-2,510-100%$948.2K———
Bawa N Mallick Trust
N/A—2,500-2,500-100%$944.4K———
Lansing Street Advisors
N/A—2,493-2,493-100%$941.9K———
Elite Life Management LLC
N/A—2,486-2,486-100%$1.0M———
WNY Asset Management, LLC
N/A—2,479-2,479-100%$936.6K———
Goodwin Investment Advisory
N/A—2,460-2,460-100%$929.3K———
FSA Advisors, Inc.
N/A—2,445-2,445-100%$920.6K———
Viawealth, LLC
N/A—2,438-2,438-100%$921.0K———
Resolute Wealth Strategies, LLC
N/A—2,437-2,437-100%$920.4K———
Ark Wealth Advisors LLC
N/A—2,435-2,435-100%$919.9K———
Strategic Advisory Partners, LLC
N/A—2,414-2,414-100%$911.9K———
Legacy Wealth Managment, LLC
N/A—2,408-2,408-100%$909.6K———
Owen LaRue, LLC
N/A—2,402-2,402-100%$907.3K———
S Harris Financial Group, LLC
N/A—2,400-2,400-100%$906.6K———
Campbell & Co Investment Adviser LLC
N/A—2,382-2,382-100%$899.8K———
Gladstone Capital Management LLP
N/A—2,370-2,370-100%$895.3K———
Warner Group LLC
N/A—2,350-2,350-100%$887.7K———
GenTrust, LLC
N/A—2,344-2,344-100%$885.4K———
Wellington-Altus USA Inc.
N/A—2,344-2,344-100%$725.5K———
Bannerstone Capital Management, LLC
N/A—2,336-2,336-100%$882.6K———
ST Germain D J Co Inc
N/A—2,328-2,328-100%$879.4K———
Earnest Partners LLC
N/A—2,298-2,298-100%$868.1K———
Alaska Wealth Advisors, LLC
N/A—2,280-2,280-100%$861.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,278-2,278-100%$860.5K———
WealthTrak Capital Management LLC
N/A—2,276-2,276-100%$859.8K———
Clearwater Capital Advisors, LLC
N/A—2,257-2,257-100%$852.6K———
Aegis Wealth Management LLC
N/A—2,251-2,251-100%$850.3K———
Hudson Value Partners, LLC
N/A—2,250-2,250-100%$849.9K———
Reyl & Cie S.A.
N/A—2,246-2,246-100%$697.0K———
Coastwise Capital Group, LLC
N/A—2,228-2,228-100%$841.6K———
Strategic Investment Solutions, Inc.
N/A—2,222-2,222-100%$839.9K———
Astra Wealth Partners LLC
N/A—2,214-2,214-100%$836.3K———
O'rourke & Company, Inc
N/A—2,202-2,202-100%$832.1K———
Reliant Investment Partners, LLC
N/A—2,201-2,201-100%$831.4K———
Coign Capital Advisors LLC
N/A—2,192-2,192-100%$828.0K———
Concorde Asset Management, LLC
N/A—2,186-2,186-100%$825.8K———
Pasadena Private Wealth, LLC
N/A—2,180-2,180-100%$823.5K———
Bellevue Asset Management, LLC
N/A—2,178-2,178-100%$822.8K———
Stonebridge Capital Management Inc
N/A—2,173-2,173-100%$820.9K———
Oakwell Private Wealth Management, LLC
N/A—2,169-2,169-100%$819.2K———
Blom & Howell Financial Planning, Inc.
N/A—2,169-2,169-100%$819.4K———
STG Securities, LLC
N/A—2,166-2,166-100%$818.2K———
Horizon Bancorp Inc
N/A—2,141-2,141-100%$809.0K———
Good Steward Wealth Advisors,LLC
N/A—2,136-2,136-100%$806.9K———
MOR Wealth Management, LLC
N/A—2,131-2,131-100%$805.0K———
Arcus Capital Partners, LLC
N/A—2,122-2,122-100%$801.6K———
Turner Financial Group, Inc.
N/A—2,118-2,118-100%$800.0K———
Greenland Capital Management LP
N/A—2,117-2,117-100%$799.7K———
Fund Advisors of America Inc
N/A—2,104-2,104-100%$795.0K———
Goldstream Capital Management Ltd
N/A—2,102-2,102-100%$794.0K———
Panoramic Capital Partners, LLC
N/A—2,095-2,095-100%$791.4K———
Cogent Private Wealth, Inc.
N/A—2,093-2,093-100%$790.6K———
Van Diest Capital, LLC
N/A—2,093-2,093-100%$790.6K———
Security National Bank of SO DAK
N/A—2,084-2,084-100%$787.2K———
Aspiring Ventures, LLC
N/A—2,083-2,083-100%$787.0K———
Orion Capital Management LLC
N/A—2,061-2,061-100%$778.7K———
PCG Wealth Advisors, LLC
N/A—2,060-2,060-100%$778.3K———
Altar Rock LLC
N/A—2,058-2,058-100%$777.4K———
LifePlan Investment Advisors, Inc.
N/A—2,053-2,053-100%$775.5K———
Mcguire Capital Advisors Inc
N/A—2,046-2,046-100%$773.0K———
Mayport, LLC
N/A—2,046-2,046-100%$773.1K———
Bcgm Wealth Management, LLC
N/A—2,045-2,045-100%$772.5K———
Nvest Financial, LLC
N/A—2,040-2,040-100%$770.7K———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—2,032-2,032-100%$768.9K———
BlueStem Wealth Partners, LLC
N/A—2,021-2,021-100%$763.6K———
Carl P. Sherr & Co., LLC
N/A—2,020-2,020-100%$762.9K———
Bienville Capital Management, LLC
N/A—2,002-2,002-100%$756.3K———
Valued Retirements, Inc.
N/A—2,000-2,000-100%$755.5K———
Alpine Global Management, LLC
N/A—1,994-1,994-100%$753.2K———
Everstar Asset Management, LLC
N/A—1,968-1,968-100%$743.4K———
Gross & Hartman Investments LLC
N/A—1,967-1,967-100%$743.0K———
Brandywine Managers, LLC
N/A—1,967-1,967-100%$743.0K———
Fieldview Capital Management, LLC
N/A—1,961-1,961-100%$740.8K———
Safe Harbor Family Capital, LLC
N/A—1,959-1,959-100%$740.0K———
Pointe Capital Management LLC
N/A—1,953-1,953-100%$737.7K———
Alley Investment Management Company, LLC
N/A—1,946-1,946-100%$735.1K———
Runnymede Capital Advisors, Inc.
N/A—1,941-1,941-100%$733.2K———
McNamara Financial Services, Inc.
N/A—1,938-1,938-100%$732.1K———
Peloton Wealth Strategists
N/A—1,927-1,927-100%$728.0K———
Payne Capital Management, LLC
N/A—1,923-1,923-100%$726.3K———
Ellenbecker Investment Group
N/A—1,920-1,920-100%$725.6K———
Seldon Capital LP
N/A—1,920-1,920-100%$725.3K———
Bravera Wealth
N/A—1,916-1,916-100%$723.8K———
Ruggiero Investments, Inc.
N/A—1,914-1,914-100%$723.1K———
Wexford Capital LP
N/A—1,914-1,914-100%$723.0K———
Crestmont Private Wealth LLC
N/A—1,908-1,908-100%$720.7K———
AlphaGrep UK Ltd
N/A—1,906-1,906-100%$720.0K———
Carson Advisory Inc.
N/A—1,903-1,903-100%$718.9K———
Blue Edge Capital, LLC
N/A—1,895-1,895-100%$715.8K———
Crews Bank & Trust
N/A—1,891-1,891-100%$714.3K———
Birchcreek Wealth Management, LLC
N/A—1,886-1,886-100%$712.4K———
Chatterton & Associates Inc.
N/A—1,881-1,881-100%$754.5K———
FSB Premier Wealth Management, Inc.
N/A—1,870-1,870-100%$706.3K———
Traub Capital Management LLC
N/A—1,864-1,864-100%$704.1K———
Insight 2811, Inc.
N/A—1,860-1,860-100%$702.6K———
Chicago Wealth Management, Inc.
N/A—1,854-1,854-100%$700.4K———
Oxford Wealth Group, LLC
N/A—1,844-1,844-100%$696.7K———
Frisch Financial Group, Inc.
N/A—1,841-1,841-100%$695.3K———
Cedar Wealth Management, LLC
N/A—1,836-1,836-100%$693.5K———
Dunhill Financial, LLC
N/A—1,834-1,834-100%$693.0K———
Continental Investors Services, Inc.
N/A—1,833-1,833-100%$766.8K———
Virtus Advisers, LLC
N/A—1,826-1,826-100%$689.8K———
Burling Wealth Partners, LLC
N/A—1,822-1,822-100%$688.4K———
Vance Wealth, LLC
N/A—1,805-1,805-100%$681.9K———
Mainstay Capital Management LLC
N/A—1,795-1,795-100%$678.2K———
FWL Investment Management, LLC
N/A—1,790-1,790-100%$676.2K———
Winch Advisory Services, LLC
N/A—1,779-1,779-100%$672.1K———
Harris Associates L P
N/A—1,779-1,779-100%$672.0K———
Legend Capital Advisors LLC
N/A—1,769-1,769-100%$668.2K———
Westerkirk Capital Inc.
N/A—1,767-1,767-100%$667.5K———
PlanVest Financial, Inc
N/A—1,766-1,766-100%$667.1K———
Pioneer Trust Bank N A
N/A—1,757-1,757-100%$663.7K———
Panoramic Investment Advisors, LLC
N/A—1,756-1,756-100%$663.3K———
Tower Wealth Partners, Inc.
N/A—1,751-1,751-100%$661.4K———
Storen Legacy Partners, LLC
N/A—1,744-1,744-100%$658.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,734-1,734-100%$655.0K———
Capstone Financial Advisors, Inc.
N/A—1,733-1,733-100%$654.6K———
Fairview Capital Investment Management, LLC
N/A—1,731-1,731-100%$654.2K———
ProVise Management Group, LLC
N/A—1,729-1,729-100%$653.1K———
Disciplined Investors, L.L.C.
N/A—1,729-1,729-100%$653.3K———
Tanglewood Legacy Advisors, LLC
N/A—1,719-1,719-100%$649.4K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,717-1,717-100%$648.6K———
Cornerstone Capital, Inc.
N/A—1,715-1,715-100%$647.8K———
Retirement Income Solutions, Inc
N/A—1,713-1,713-100%$530.2K———
Conservest Capital Advisors, Inc.
N/A—1,710-1,710-100%$646.0K———
Potomac Fund Management Inc
N/A—1,706-1,706-100%$644.3K———
Synergy Investment Management, LLC
N/A—1,703-1,703-100%$635.0K———
Second Half Financial Partners, LLC
N/A—1,702-1,702-100%$642.9K———
Alpha Financial Partners LLC
N/A—1,701-1,701-100%$642.7K———
C M Bidwell & Associates LTD
N/A—1,699-1,699-100%$641.8K———
Star Financial Bank
N/A—1,692-1,692-100%$639.2K———
Topsail Wealth Management, LLC
N/A—1,692-1,692-100%$639.2K———
Estate Planners Group, LLC
N/A—1,677-1,677-100%$633.6K———
Emerald Mutual Fund Advisers Trust
N/A—1,675-1,675-100%$632.7K———
Summit Wealth Group, LLC
N/A—1,666-1,666-100%$629.3K———
Causey Wealth LLC
N/A—1,662-1,662-100%$627.8K———
Poinciana Advisors Group, LLC
N/A—1,645-1,645-100%$621.4K———
Gambit Capital Management, LLC
N/A—1,645-1,645-100%$621.4K———
Palisades Hudson Asset Management, L.P.
N/A—1,629-1,629-100%$615.0K———
Sachetta, LLC
N/A—1,615-1,615-100%$609.9K———
BBR Partners, LLC
N/A—1,613-1,613-100%$609.3K———
Palladiem, LLC
N/A—1,609-1,609-100%$607.9K———
Paragon Capital Management LLC
N/A—1,599-1,599-100%$604.0K———
Entelevest, LLC
N/A—1,591-1,591-100%$601.0K———
KMT Wealth Management, LLC
N/A—1,590-1,590-100%$600.8K———
Harvest Investment Advisors, LLC
N/A—1,590-1,590-100%$600.6K———
Kemnay Advisory Services Inc.
N/A—1,578-1,578-100%$596.1K———
Financial Plan, Inc.
N/A—1,577-1,577-100%$595.7K———
Seneca House Advisors
N/A—1,571-1,571-100%$593.4K———
Cbiz Investment Advisory Services, LLC
N/A—1,561-1,561-100%$483.2K———
HBE Wealth Management, LLC
N/A—1,554-1,554-100%$587.0K———
EQ LLC
N/A—1,550-1,550-100%$585.5K———
Lakeridge Wealth Management LLC
N/A—1,549-1,549-100%$585.2K———
Corus Family Wealth Advisors
N/A—1,545-1,545-100%$583.4K———
Northstar Financial Companies, Inc.
N/A—1,537-1,537-100%$580.6K———
Koss-Olinger Consulting, LLC
N/A—1,535-1,535-100%$579.7K———
Prasad Wealth Partners, LLC
N/A—1,534-1,534-100%$579.6K———
Financial Gravity Companies, Inc.
N/A—1,533-1,533-100%$579.1K———
Harvey Capital Management Inc
N/A—1,530-1,530-100%$578.0K———
Ashford Capital Management Inc
N/A—1,530-1,530-100%$578.0K———
Fiducient Advisors LLC
N/A—1,527-1,527-100%$576.8K———
Magnolia Private Wealth, LLC
N/A—1,526-1,526-100%$576.4K———
Eaton-Cambridge Inc.
N/A—1,524-1,524-100%$575.7K———
Bridgewealth Advisory Group, LLC
N/A—1,522-1,522-100%$574.9K———
Addison Advisors LLC
N/A—1,516-1,516-100%$572.8K———
Intentional Wealth Strategies, LLC
N/A—1,508-1,508-100%$569.6K———
Nelson Capital Management, LLC
N/A—1,507-1,507-100%$569.1K———
Note Advisors, LLC
N/A—1,497-1,497-100%$565.5K———
Advance Capital Management, Inc.
N/A—1,478-1,478-100%$558.2K———
Ascension Capital Advisors, Inc.
N/A—1,478-1,478-100%$558.3K———
Rexford Capital Inc
N/A—1,470-1,470-100%$555.3K———
American Financial Advisors, LLC
N/A—1,454-1,454-100%$549.2K———
Advocacy Wealth Management, LLC
N/A—1,453-1,453-100%$548.9K———
Alan B Lancz & Associates, Inc.
N/A—1,450-1,450-100%$547.7K———
Liberty Square Wealth Partners LLC
N/A—1,450-1,450-100%$547.7K———
WealthTrust Axiom LLC
N/A—1,445-1,445-100%$545.8K———
Dimension Capital Management LLC
N/A—1,436-1,436-100%$542.4K———
Cornerstone Financial Management LLC
N/A—1,435-1,435-100%$542.1K———
Johnson Wealth Management, LLC
N/A—1,423-1,423-100%$537.6K———
CSS LLC
N/A—1,421-1,421-100%$536.8K———
Brightwater Advisory LLC
N/A—1,414-1,414-100%$534.1K———
Aimz Investment Advisors, LLC
N/A—1,413-1,413-100%$533.8K———
Morris Financial Concepts, Inc.
N/A—1,413-1,413-100%$533.8K———
Beta Wealth Group, Inc.
N/A—1,410-1,410-100%$532.6K———
Adams Wealth Management
N/A—1,407-1,407-100%$531.5K———
Laidlaw Wealth Management LLC
N/A—1,407-1,407-100%$531.6K———
Lutz Financial Services LLC
N/A—1,407-1,407-100%$531.5K———
RPS Advisory Solutions LLC
N/A—1,403-1,403-100%$530.0K———
Wealth Advisors of Iowa, LLC
N/A—1,401-1,401-100%$529.2K———
Napier Financial, LLC
N/A—1,392-1,392-100%$525.8K———
Vantage Point Financial LLC
N/A—1,392-1,392-100%$525.7K———
Copley Financial Group, Inc.
N/A—1,385-1,385-100%$523.2K———
Cannon Wealth Management Services, LLC
N/A—1,379-1,379-100%$520.9K———
Warburton Capital Management, LLC
N/A—1,362-1,362-100%$514.0K———
Custos Family Office, LLC
N/A—1,361-1,361-100%$514.0K———
von Borstel & Associates, Inc.
N/A—1,360-1,360-100%$513.0K———
Cloud Capital Management, LLC
N/A—1,355-1,355-100%$511.0K———
Parkwoods Wealth Partners, LLC
N/A—1,351-1,351-100%$510.3K———
Cura Wealth Advisors, LLC
N/A—1,349-1,349-100%$509.6K———
Christine Messmer PC
N/A—1,345-1,345-100%$508.2K———
Kelman-Lazarov, Inc.
N/A—1,345-1,345-100%$508.1K———
TD Capital Management LLC
N/A—1,341-1,341-100%$506.6K———
Brendel Financial Advisors LLC
N/A—1,331-1,331-100%$502.8K———
Northwest Quadrant Wealth Management, LLC
N/A—1,328-1,328-100%$501.7K———
Millington Financial Advisors, LLC
N/A—1,328-1,328-100%$492.6K———
Tillman Hartley LLC
N/A—1,320-1,320-100%$498.6K———
Hayek Kallen Investment Management
N/A—1,314-1,314-100%$497.0K———
Westport Asset Management Inc
N/A—1,312-1,312-100%$495.6K———
Veridan Wealth LLC
N/A—1,311-1,311-100%$495.3K———
McMillan Office, Inc.
N/A—1,310-1,310-100%$494.9K———
Markin Volterra Fund LP
N/A—1,310-1,310-100%$494.9K———
Round Rock Advisors LLC
N/A—1,310-1,310-100%$494.9K———
Requisite Capital Management, LLC
N/A—1,305-1,305-100%$493.0K———
Macro Advisors, Inc.
N/A—1,303-1,303-100%$492.2K———
PIN OAK Investment Advisors Inc
N/A—1,290-1,290-100%$487.0K———
Tudor Financial Inc.
N/A—1,273-1,273-100%$480.8K———
Headland Capital, LLC
N/A—1,267-1,267-100%$478.6K———
Goodman Financial Corp
N/A—1,263-1,263-100%$477.1K———
Tidemark, LLC
N/A—1,258-1,258-100%$475.0K———
Oakmont Advisory Group, LLC
N/A—1,256-1,256-100%$474.4K———
1015 Capital Partners, LLC
N/A—1,252-1,252-100%$472.9K———
S&CO Inc
N/A—1,245-1,245-100%$470.0K———
J Hagan Capital, Inc.
N/A—1,237-1,237-100%$467.3K———
V2 Financial group LLC
N/A—1,231-1,231-100%$464.9K———
Polar Asset Management Partners Inc.
N/A—1,230-1,230-100%$464.6K———
Rasp Wealth Solutions, LLC
N/A—1,227-1,227-100%$463.6K———
Hilltop Wealth Advisors, LLC
N/A—1,224-1,224-100%$462.4K———
FMB Wealth Management
N/A—1,218-1,218-100%$460.3K———
Platform Wealth Management, LLC
N/A—1,205-1,205-100%$455.2K———
Seaside Wealth Management, Inc.
N/A—1,179-1,179-100%$445.4K———
Resolute Capital, LLC
N/A—1,179-1,179-100%$445.5K———
Disciplined Investments, LLC
N/A—1,170-1,170-100%$442.0K———
WPWealth LLP
N/A—1,151-1,151-100%$434.8K———
OneAscent Wealth Management LLC
N/A—1,145-1,145-100%$432.5K———
Marathon Trading Investment Management LLC
N/A—1,143-1,143-100%$431.8K———
Hobbs Group Advisors, LLC
N/A—1,142-1,142-100%$431.3K———
Next Capital Management LLC
N/A—1,142-1,142-100%$431.4K———
Militia Capital Management LLC
N/A—1,139-1,139-100%$430.3K———
Camarda Financial Advisors, LLC
N/A—1,136-1,136-100%$429.2K———
Marshall Investment Management, LLC
N/A—1,131-1,131-100%$427.3K———
Norris Financial Group, LLC
N/A—1,131-1,131-100%$427.2K———
Partners in Financial Planning
N/A—1,121-1,121-100%$423.5K———
Matters Capital LLC
N/A—1,120-1,120-100%$423.1K———
IFS Group,LLC
N/A—1,117-1,117-100%$421.9K———
5T Wealth, LLC
N/A—1,114-1,114-100%$420.8K———
Unifi Asset Management LP
N/A—1,110-1,110-100%$419.3K———
S&T Bank
N/A—1,105-1,105-100%$417.4K———
AXQ Capital, LP
N/A—1,092-1,092-100%$412.5K———
Investment Advisory Group, LLC
N/A—1,084-1,084-100%$409.5K———
Staley Capital Advisers Inc
N/A—1,080-1,080-100%$408.0K———
Denver Wealth Management, Inc.
N/A—1,068-1,068-100%$403.4K———
Private Capital Management, LLC
N/A—1,067-1,067-100%$403.1K———
TPG Financial Advisors, LLC
N/A—1,065-1,065-100%$402.3K———
Broyhill Asset Management, LLC
N/A—1,065-1,065-100%$402.3K———
Trust Co of Kansas
N/A—1,060-1,060-100%$400.0K———
NerdWallet Wealth Partners, LLC
N/A—1,057-1,057-100%$399.3K———
Blueshift Asset Management, LLC
N/A—1,050-1,050-100%$396.6K———
Persistent Asset Partners Ltd
N/A—1,048-1,048-100%$395.9K———
Ruggaard & Associates LLC
N/A—1,046-1,046-100%$395.2K———
Marble Harbor Investment Counsel, LLC
N/A—1,032-1,032-100%$389.8K———
Rowlandmiller & Partners.adv
N/A—1,025-1,025-100%$387.2K———
HFG Advisors, Inc.
N/A—1,024-1,024-100%$386.8K———
Ridge Creek Global, Inc
N/A—1,020-1,020-100%$385.3K———
N.E.W. Advisory Services LLC
N/A—1,018-1,018-100%$384.4K———
Strategic Financial Concepts, LLC
N/A—1,016-1,016-100%$383.8K———
Garrison Point Advisors, LLC
N/A—1,015-1,015-100%$383.4K———
Kerr Financial Planning Corp
N/A—1,014-1,014-100%$383.0K———
Perissos Private Wealth Management, LLC
N/A—1,013-1,013-100%$382.5K———
HighMark Wealth Management LLC
N/A—1,004-1,004-100%$379.1K———
Park Circle Co
N/A—1,000-1,000-100%$377.8K———
Bayesian Capital Management, LP
N/A—1,000-1,000-100%$377.8K———
White Wing Wealth Management
N/A—994-994-100%$375.5K———
One Wealth Advisors, LLC
N/A—992-992-100%$374.7K———
McGowan Group Asset Management, Inc.
N/A—990-990-100%$373.8K———
Vertex Planning Partners, LLC
N/A—988-988-100%$373.1K———
Napean Trading & Investment Co (Singapore) PTE Ltd
N/A—985-985-100%$372.1K———
Claret Asset Management Corp
N/A—984-984-100%$372.0K———
Dixon Mitchell Investment Counsel Inc.
N/A—981-981-100%$370.6K———
WorthPointe, LLC
N/A—973-973-100%$367.6K———
Pursuit Wealth Strategies, LLC
N/A—972-972-100%$367.1K———
Caldwell Sutter Capital, Inc.
N/A—965-965-100%$364.6K———
Quattro Advisors LLC
N/A—965-965-100%$364.7K———
Pine Harbor Wealth Management, LLC
N/A—964-964-100%$364.0K———
Prossimo Advisors, LLC
N/A—963-963-100%$363.8K———
Steelhead Wealth Management LLC
N/A—960-960-100%$362.0K———
Portfolio Strategies, Inc.
N/A—958-958-100%$361.9K———
Integrity Wealth Solutions LLC
N/A—951-951-100%$359.1K———
Curio Wealth, LLC
N/A—943-943-100%$356.0K———
E-Wealth Partners, LLC
N/A—940-940-100%$355.1K———
Balanced Rock Investment Advisors LLC
N/A—937-937-100%$354.0K———
Regatta Research & Money Management
N/A—936-936-100%$352.9K———
Fiduciary Wealth Partners, LLC
N/A—931-931-100%$351.7K———
Barnes Wealth Management Group, Inc
N/A—924-924-100%$349.0K———
Compass Advisory Group LLC
N/A—924-924-100%$349.0K———
10Elms LLP
N/A—916-916-100%$346.0K———
Zinnia Wealth Advisory, LLC
N/A—914-914-100%$345.1K———
Bank of Marin
N/A—912-912-100%$344.5K———
Blackstone Inc.
N/A—905-905-100%$341.9K———
SkyView Investment Advisors, LLC
N/A—900-900-100%$340.0K———
J.E. Simmons & Co., P.C.
N/A—898-898-100%$339.2K———
Monograph Wealth Advisors, LLC
N/A—895-895-100%$338.1K———
Kilter Group LLC
N/A—887-887-100%$335.1K———
Brio Consultants, LLC
N/A—883-883-100%$333.6K———
Keener Financial Planning LLC
N/A—876-876-100%$330.0K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—869-869-100%$328.3K———
Serenus Wealth Advisors, LLC
N/A—869-869-100%$328.3K———
Beto Financial Group, LLC
N/A—866-866-100%$327.5K———
Colter Lewis Investment Partners LLC
N/A—862-862-100%$325.6K———
Lombard Odier Asset Management (USA) Corp
N/A—861-861-100%$325.2K———
BCS Private Wealth Management, Inc.
N/A—856-856-100%$323.4K———
Frazier Financial Advisors, LLC
N/A—852-852-100%$322.0K———
WealthCollab, LLC
N/A—834-834-100%$314.9K———
Tandem Financial, LLC
N/A—832-832-100%$314.3K———
Tilson Financial Group, Inc.
N/A—829-829-100%$313.2K———
Ruedi Wealth Management, Inc.
N/A—820-820-100%$309.7K———
Indie Asset Partners, LLC
N/A—817-817-100%$308.6K———
Bonfire Financial
N/A—814-814-100%$307.6K———
Moment Partners, LLC
N/A—812-812-100%$306.8K———
Accretive Wealth Partners, LLC
N/A—812-812-100%$306.7K———
Theory Financial LLC
N/A—809-809-100%$305.6K———
Causeway Capital Management LLC
N/A—802-802-100%$303.0K———
PSI Advisors, LLC
N/A—798-798-100%$301.4K———
Orcam Financial Group
N/A—796-796-100%$300.7K———
Capital Counsel LLC
N/A—795-795-100%$300.3K———
Cassady Wealth & Retirement Planning, LLC
N/A—794-794-100%$299.9K———
Carroll Investors, Inc
N/A—793-793-100%$299.6K———
OV Management LLC
N/A—790-790-100%$298.4K———
Adapt Wealth Advisors, LLC
N/A—785-785-100%$296.6K———
Rench Wealth Management, Inc.
N/A—785-785-100%$296.7K———
Phocas Financial Corp.
N/A—782-782-100%$295.4K———
Clear Investment Research, LLC
N/A—778-778-100%$293.8K———
Coston, McIsaac & Partners
N/A—770-770-100%$290.0K———
Formulate Financial LLC
N/A—769-769-100%$290.6K———
Threadgill Financial, LLC
N/A—759-759-100%$286.7K———
Bollard Group LLC
N/A—758-758-100%$286.0K———
Eight 31 Financial, LLC
N/A—756-756-100%$285.6K———
ABS Investment Management LLC
N/A—756-756-100%$967.0K———
Collaborative Capital Advisors LLC
N/A—755-755-100%$285.2K———
Avise Financial Cooperative, Inc.
N/A—755-755-100%$285.3K———
Sankala Group LLC
N/A—753-753-100%$285.5K———
Polymer Capital Management (US) LLC
N/A—751-751-100%$283.7K———
Nalls Sherbakoff Group, LLC
N/A—751-751-100%$283.8K———
Walsh & Associates, LLC
N/A—751-751-100%$283.6K———
Lumbard & Kellner, LLC
N/A—740-740-100%$279.5K———
IAG Wealth Partners, LLC
N/A—735-735-100%$277.6K———
Henson-Edgewater Management, LLC
N/A—735-735-100%$305.8K———
HTG Investment Advisors, Inc.
N/A—727-727-100%$274.6K———
Widmann Financial Services, Inc.
N/A—725-725-100%$273.9K———
Raffa Wealth Management, LLC
N/A—725-725-100%$273.9K———
Brave Asset Management Inc
N/A—725-725-100%$273.9K———
Annandale Capital, LLC
N/A—724-724-100%$273.0K———
Horizon Kinetics Asset Management LLC
N/A—722-722-100%$272.7K———
Brogan Financial, Inc.
N/A—722-722-100%$272.8K———
Wiser Advisor Group LLC
N/A—722-722-100%$272.9K———
Osbon Capital Management LLC
N/A—721-721-100%$272.7K———
Cladis Investment Advisory, LLC
N/A—720-720-100%$272.0K———
Campbell Deegan Wealth Management, LLC
N/A—719-719-100%$271.7K———
Knott David M Jr
N/A—710-710-100%$268.2K———
Bank Hapoalim BM
N/A—705-705-100%$266.0K———
Rockbridge Asset Management LLC
N/A—700-700-100%$264.4K———
Daner Wealth Management, LLC
N/A—697-697-100%$291.4K———
Exit Wealth Advisors, Llc.
N/A—694-694-100%$262.1K———
Heron Bay Capital Management
N/A—692-692-100%$261.4K———
Planning Center, Inc.
N/A—691-691-100%$261.0K———
Ankerstar Wealth, LLC
N/A—691-691-100%$261.0K———
Gallagher Fiduciary Advisors, LLC
N/A—684-684-100%$258.2K———
truNorth Financial Services, Inc.
N/A—680-680-100%$256.9K———
Novak & Powell Financial Services, Inc.
N/A—677-677-100%$255.7K———
Martin Investment Management, LLC
N/A—675-675-100%$255.0K———
Sollinda Capital Management LLC
N/A—674-674-100%$254.6K———
JTC Employer Solutions Trustee Ltd
N/A—671-671-100%$187———
TRU Independence Asset Management 2, LLC
N/A—670-670-100%$253.1K———
Arrowroot Family Office, LLC
N/A—669-669-100%$252.6K———
Snowwater Investment Partners, LLC
N/A—668-668-100%$252.3K———
Momentum Wealth Planning, LLC
N/A—667-667-100%$252.0K———
Premier Private Wealth Management LLC
N/A—666-666-100%$251.6K———
Fortis Advisors, LLC
N/A—662-662-100%$250.1K———
Quantbot Technologies LP
N/A—660-660-100%$249.3K———
Kapstone Financial Advisors LLC
N/A—654-654-100%$247.0K———
SK Wealth Management, LLC
N/A—648-648-100%$273.6K———
Bruce G. Allen Investments, LLC
N/A—642-642-100%$242.5K———
HFR Wealth Management, LLC
N/A—639-639-100%$241.5K———
Odyssey Group, LLC
N/A—632-632-100%$238.7K———
Ehrenkranz Partners L.P.
N/A—630-630-100%$238.0K———
Innovator Capital Management, LLC
N/A—621-621-100%$234.6K———
Steadtrust LLC
N/A—615-615-100%$232.3K———
XP Advisory US, Inc.
N/A—613-613-100%$231.6K———
Dash Acquisitions Inc.
N/A—606-606-100%$252.0K———
Elite Financial, Inc.
N/A—605-605-100%$228.0K———
Meramec Financial Planners, LLC
N/A—602-602-100%$230.7K———
Twinbeech Capital LP
N/A—600-600-100%$226.7K———
Security National Bank of Sioux City Iowa
N/A—600-600-100%$226.7K———
Financial Strategies Group, Inc.
N/A—590-590-100%$228.0K———
Waterford Advisors, LLC
N/A—589-589-100%$222.6K———
Libra Wealth LLC
N/A—581-581-100%$219.5K———
SSA Swiss Advisors AG
N/A—577-577-100%$218.0K———
Viaable, LLC
N/A—575-575-100%$212.2K———
Strathmore Capital Advisors, Inc.
N/A—574-574-100%$221.9K———
Olde Wealth Management, LLC
N/A—566-566-100%$213.0K———
Arcadia Wealth Management, Inc.
N/A—560-560-100%$211.5K———
Portland Global Advisors LLC
N/A—556-556-100%$210.0K———
Beaton Management Co. Inc.
N/A—555-555-100%$210.0K———
Paul R. Ried Financial Group, LLC
N/A—554-554-100%$209.3K———
Kinetic Wealth Investment Advisors LLC
N/A—553-553-100%$209.0K———
Strategic Financial Partners, Ltd.
N/A—541-541-100%$204.6K———
Aspire Capital Advisors LLC
N/A—537-537-100%$202.9K———
Port Capital LLC
N/A—531-531-100%$200.6K———
Capasso Planning Partners LLC
N/A—530-530-100%$200.2K———
Basepoint Wealth LLC
N/A—528-528-100%$199.5K———
JDM Financial Group LLC
N/A—520-520-100%$196.4K———
Abound Financial, LLC
N/A—520-520-100%$196.4K———
Westend Capital Management, LLC
N/A—509-509-100%$192.3K———
Bernard Wealth Management Corp.
N/A—490-490-100%$185.1K———
RiverPark Advisors, LLC
N/A—489-489-100%$184.7K———
Millstone Evans Group, LLC
N/A—486-486-100%$183.6K———
Rialto Wealth Management, LLC
N/A—479-479-100%$180.9K———
Evolution Advisers, Inc.
N/A—463-463-100%$174.0K———
Roble, Belko & Company, Inc
N/A—452-452-100%$171.0K———
KEB Asset Management, LLC
N/A—451-451-100%$170.4K———
Capco Asset Management, LLC
N/A—445-445-100%$168.1K———
Alpha Financial Advisors, LLC
N/A—443-443-100%$167.3K———
Delta Asset Management LLC
N/A—381-381-100%$143.9K———
Mark Sheptoff Financial Planning, LLC
N/A—375-375-100%$141.7K———
Quarry LP
N/A—359-359-100%$135.6K———
180 GPS Investments IC Ltd
N/A—333-333-100%$125.8K———
MRP Capital Investments, LLC
N/A—301-301-100%$113.8K———
Atlantic Private Wealth, LLC
N/A—300-300-100%$113.3K———
HFM Investment Advisors, LLC
N/A—279-279-100%$105.4K———
Collier Financial
N/A—273-273-100%$103.0K———
Aberdeen Wealth Management LLC
N/A—269-269-100%$101.6K———
Longview Financial Advisors LLC
N/A—261-261-100%$98.6K———
Estabrook Capital Management
N/A—250-250-100%$94.4K———
Swan Capital LLC
N/A—249-249-100%$94.0K———
PMV Capital Advisers, LLC
N/A—246-246-100%$92.9K———
Copia Wealth Management
N/A—230-230-100%$87.1K———
Pingora Partners LLC
N/A—225-225-100%$85.0K———
Financial Avengers, Inc.
N/A—216-216-100%$81.7K———
Atomic Invest LLC
N/A—211-211-100%$78.7K———
ESL Trust Services, LLC
N/A—208-208-100%$78.6K———
New England Asset Management Inc
N/A—205-205-100%$77.4K———
Cheviot Value Management, LLC
N/A—200-200-100%$75.6K———
Copos Capital B.V.
N/A—193-193-100%$72.9K———
Corsicana & Co.
N/A—180-180-100%$68.0K———
Hurricane Capital Advisors LLC
N/A—175-175-100%$66.1K———
Ballast Advisors LLC
N/A—175-175-100%$66.1K———
Sittner & Nelson, LLC
N/A—169-169-100%$63.8K———
Godfrey Financial Associates, Inc.
N/A—162-162-100%$61.2K———
Imprint Wealth LLC
N/A—154-154-100%$58.2K———
Mpwm Advisory Solutions, LLC
N/A—154-154-100%$58.0K———
Chelsea Counsel Co
N/A—140-140-100%$52.9K———
XY Capital Ltd
N/A—129-129-100%$48.7K———
LGT Financial Advisors LLC
N/A—112-112-100%$42.3K———
Benson Wealth Management Inc
N/A—107-107-100%$40.4K———
Harborfront Financial Group LLC
N/A—100-100-100%$37.7K———
Core Capital Management & Research, inc.
N/A—86-86-100%$30.9K———
Lummis Asset Management, LP
N/A—85-85-100%$32.1K———
USA Financial Formulas
N/A—78-78-100%$29.5K———
Three Bearings Fiduciary Advisors, Inc.
N/A—73-73-100%$27.6K———
Strategic Wealth Advisors LLC
N/A—71-71-100%$24———
Investors Portfolio Services LLC
N/A—67-67-100%$25.4K———
Longfellow Investment Management Co LLC
N/A—64-64-100%$24.2K———
Pinney & Scofield, Inc.
N/A—55-55-100%$20.8K———
Leo H. Evart, Inc.
N/A—51-51-100%$19.1K———
Turim 21 Investimentos Ltda.
N/A—50-50-100%$18.9K———
Philadelphia Investment Partners, LLC
N/A—49-49-100%$18.7K———
Tacita Capital Inc
N/A—45-45-100%$17.0K———
Bard Associates Inc
N/A—44-44-100%$16.6K———
Seneschal Advisors, LLC
N/A—40-40-100%$15.1K———
VSM Wealth Advisory, LLC
N/A—38-38-100%$14.4K———
Graney & King, LLC
N/A—37-37-100%$14.0K———
Park Square Financial Group, LLC
N/A—30-30-100%$11.3K———
Cypress Capital Management LLC (WY)
N/A—27-27-100%$10.2K———
Premier Financial Group
N/A—24-24-100%$9.1K———
Capital Advisor Network LLC
N/A—23-23-100%$8.7K———
Investment Counsel Co of Nevada
N/A—23-23-100%$8.7K———
Luminist Capital LLC
N/A—15-15-100%$5.7K———
CoreFirst Bank & Trust
N/A—15-15-100%$5.7K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$3.8K———
Ross\johnson & Associates LLC
N/A—9-9-100%$3.4K———
Top Private Wealth Llc.
N/A—8-8-100%$3.0K———
NFJ Investment Group, LLC
N/A—8-8-100%$3.0K———
Cordant, Inc.
N/A—7-7-100%$2.7K———
Stance Capital LLC
N/A—6-6-100%$2.3K———
Minot DeBlois Advisors LLC
N/A—5-5-100%$1.9K———
Vanguard Advisers Inc
N/A—4-4-100%$1.5K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—1-1-100%$378———
Showing 4975 of 4975 institutions