IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Brookfield Corp (BN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Principal Financial Group Inc
DECREASED
Shares53,996,255 from 55,057,354
Change-1,061,099 (-2%)
Value$2.0B (-$376.2M)
Filed 2026-11-02
Geode Capital Management, LLC
INCREASED
Shares25,020,108 from 22,299,618
Change+2,720,490 (+12%)
Value$934.8M (-$36.0M)
Filed 2026-11-06
MacKenzie Financial Corp
DECREASED
Shares22,772,649 from 24,936,347
Change-2,163,698 (-9%)
Value$830.6M (-$667.0M)
Filed 2026-11-02
CIBC Asset Management Inc
INCREASED
Shares16,630,751 from 15,748,767
Change+881,984 (+6%)
Value$608.6M (-$63.7M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares14,398,936 from 13,903,270
Change+495,666 (+4%)
Value$522.7M (-$72.9M)
Filed 2026-10-16
Markel Group Inc.
UNCHANGED
Shares13,073,609 from 13,073,609
Change0 (0%)
Value$476.7M (-$80.1M)
Filed 2026-10-30
Regents of the University of California
UNCHANGED
Shares8,979,204 from 8,979,204
Change0 (0%)
Value$327.4M (-$55.0M)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares8,823,389 from 9,666,951
Change-843,562 (-9%)
Value$322.5M (-$88.5M)
Filed 2026-10-14
Beutel, Goodman & Co Ltd.
INCREASED
Shares6,573,596 from 6,186,707
Change+386,889 (+6%)
Value$240.4M (-$23.5M)
Filed 2026-11-04
Check Capital Management Inc
DECREASED
Shares4,854,714 from 8,818,342
Change-3,963,628 (-45%)
Value$177.0M (-$198.6M)
Filed 2026-11-05
BCV Asset Management Inc.
INCREASED
Shares4,033,866 from 3,655,048
Change+378,818 (+10%)
Value$148.1M (-$6.0M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares3,927,787 from 1,601,235
Change+2,326,552 (+145%)
Value$143.2M (+$75.0M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares3,628,687 from 3,339,870
Change+288,817 (+9%)
Value$132.3M (-$9.9M)
Filed 2026-11-06
Fenimore Asset Management Inc
DECREASED
Shares3,434,689 from 3,459,743
Change-25,054 (-1%)
Value$125.2M (-$22.1M)
Filed 2026-10-08
Cardinal Capital Management, Inc.
INCREASED
Shares3,321,845 from 3,247,627
Change+74,218 (+2%)
Value$121.5M (-$16.8M)
Filed 2026-10-16
Dimensional Fund Advisors LP
INCREASED
Shares3,149,404 from 2,436,233
Change+713,171 (+29%)
Value$114.8M (+$11.1M)
Filed 2026-11-04
Amundi
DECREASED
Shares2,711,128 from 2,767,208
Change-56,080 (-2%)
Value$98.8M (-$19.0M)
Filed 2026-11-06
Cooke & Bieler LP
DECREASED
Shares2,496,727 from 3,477,413
Change-980,686 (-28%)
Value$91.0M (-$57.1M)
Filed 2026-10-21
AGF Management LTD
DECREASED
Shares2,469,979 from 2,607,831
Change-137,852 (-5%)
Value$90.6M (-$21.2M)
Filed 2026-11-03
M&G Plc
INCREASED
Shares2,328,749 from 1,970,431
Change+358,318 (+18%)
Value$83.8M (-$893.6K)
Filed 2026-11-04
Sather Financial Group Inc
INCREASED
Shares2,194,639 from 2,133,348
Change+61,291 (+3%)
Value$80.0M (-$10.8M)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares2,186,981 from 1,891,296
Change+295,685 (+16%)
Value$79.7M (-$813.0K)
Filed 2026-11-05
Addenda Capital Inc.
DECREASED
Shares2,169,417 from 2,179,602
Change-10,185 (0%)
Value$112.6M (-$19.3M)
Filed 2026-10-13
Mcdonald Capital Investors Inc
DECREASED
Shares2,156,407 from 2,437,749
Change-281,342 (-12%)
Value$78.6M (-$25.2M)
Filed 2026-10-27
Bruni J V & Co
DECREASED
Shares2,078,558 from 2,093,766
Change-15,208 (-1%)
Value$75.8M (-$13.4M)
Filed 2026-11-05
James Hambro & Partners LLP
DECREASED
Shares1,654,857 from 2,119,145
Change-464,288 (-22%)
Value$60.4M (-$29.9M)
Filed 2026-10-19
Pictet Asset Management Holding SA
INCREASED
Shares1,373,391 from 982,949
Change+390,442 (+40%)
Value$50.2M (+$8.3M)
Filed 2026-11-03
Marathon Asset Management Ltd
DECREASED
Shares1,306,677 from 1,705,303
Change-398,626 (-23%)
Value$47.8M (-$24.9M)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares1,297,651 from 569,564
Change+728,087 (+128%)
Value$47.5M (+$23.2M)
Filed 2026-11-04
Baskin Financial Services Inc.
DECREASED
Shares1,262,547 from 1,286,021
Change-23,474 (-2%)
Value$46.0M (-$8.8M)
Filed 2026-10-19
Florida Trust Wealth Management Co
DECREASED
Shares1,150,015 from 1,162,657
Change-12,642 (-1%)
Value$41.9M (-$7.6M)
Filed 2026-11-05
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares1,017,853 from 927,451
Change+90,402 (+10%)
Value$37.1M (-$2.4M)
Filed 2026-11-04
New South Capital Management Inc
DECREASED
Shares992,533 from 1,213,489
Change-220,956 (-18%)
Value$36.2M (-$15.5M)
Filed 2026-11-05
Barr E S & Co
DECREASED
Shares887,524 from 898,434
Change-10,910 (-1%)
Value$32.4M (-$5.9M)
Filed 2026-11-06
QV Investors Inc.
INCREASED
Shares861,190 from 649,449
Change+211,741 (+33%)
Value$31.5M (+$3.8M)
Filed 2026-10-20
Creative Planning
DECREASED
Shares840,087 from 885,994
Change-45,907 (-5%)
Value$30.6M (-$7.1M)
Filed 2026-11-02
Oak Grove Capital LLC
INCREASED
Shares835,459 from 725,859
Change+109,600 (+15%)
Value$30.5M (-$453.5K)
Filed 2026-10-09
Private Management Group Inc
DECREASED
Shares735,094 from 738,478
Change-3,384 (0%)
Value$26.8M (-$4.7M)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares716,309 from 673,654
Change+42,655 (+6%)
Value$26.2M (-$2.5M)
Filed 2026-11-06
Smith Salley Wealth Management
INCREASED
Shares664,720 from 648,145
Change+16,575 (+3%)
Value$24.2M (-$3.4M)
Filed 2026-11-03
Obermeyer Wealth Partners
INCREASED
Shares662,416 from 642,466
Change+19,950 (+3%)
Value$24.2M (-$3.2M)
Filed 2026-10-21
Maestria Partners LLC
UNCHANGED
Shares609,896 from 609,896
Change0 (0%)
Value$22.2M (-$3.7M)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares546,227 from 481,772
Change+64,455 (+13%)
Value$19.9M (-$603.2K)
Filed 2026-11-06
Factory Mutual Insurance Co
INCREASED
Shares544,500 from 476,550
Change+67,950 (+14%)
Value$19.9M (-$443.8K)
Filed 2026-10-30
Williams Jones Wealth Management, Llc.
DECREASED
Shares526,028 from 609,548
Change-83,520 (-14%)
Value$19.2M (-$6.8M)
Filed 2026-11-05
Mraz, Amerine & Associates, Inc.
INCREASED
Shares516,953 from 466,698
Change+50,255 (+11%)
Value$18.8M (-$1.0M)
Filed 2026-10-30
Intact Investment Management Inc.
INCREASED
Shares502,435 from 398,225
Change+104,210 (+26%)
Value$18.3M (+$1.3M)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
INCREASED
Shares481,750 from 244,684
Change+237,066 (+97%)
Value$17.6M (+$17.6M)
Filed 2026-10-27
Pictet North America Advisors SA
INCREASED
Shares476,251 from 464,597
Change+11,654 (+3%)
Value$17.4M (-$2.4M)
Filed 2026-10-21
Chemistry Wealth Management LLC
INCREASED
Shares452,459 from 445,436
Change+7,023 (+2%)
Value$16.5M (-$2.5M)
Filed 2026-10-16
DE Burlo Group Inc
INCREASED
Shares449,400 from 447,100
Change+2,300 (+1%)
Value$16.4M (-$2.7M)
Filed 2026-11-05
Guardian Partners Inc.
DECREASED
Shares439,672 from 455,054
Change-15,382 (-3%)
Value$16.2M (-$3.2M)
Filed 2026-10-21
Morguard Lincluden Global Investments Ltd
DECREASED
Shares430,620 from 439,774
Change-9,154 (-2%)
Value$22.4K (-$4.3K)
Filed 2026-10-28
Nykredit A/S
INCREASED
Shares422,375 from 415,875
Change+6,500 (+2%)
Value$15.4M (-$2.3M)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares395,847 from 392,282
Change+3,565 (+1%)
Value$15.0M (-$1.1M)
Filed 2026-10-27
Bellecapital International Ltd.
INCREASED
Shares349,999 from 346,112
Change+3,887 (+1%)
Value$12.9M (-$1.9M)
Filed 2026-10-21
Asset Management Advisors, LLC
DECREASED
Shares344,075 from 345,500
Change-1,425 (0%)
Value$12.5M (-$2.2M)
Filed 2026-10-26
Louisbourg Investments Inc.
INCREASED
Shares310,924 from 269,568
Change+41,356 (+15%)
Value$11.4M (-$100.9K)
Filed 2026-10-20
Fiera Capital Corp
DECREASED
Shares291,704 from 371,358
Change-79,654 (-21%)
Value$10.7M (-$5.1M)
Filed 2026-11-06
Culbertson A N & Co Inc
INCREASED
Shares290,719 from 209,496
Change+81,223 (+39%)
Value$10.6M (+$1.7M)
Filed 2026-10-21
Live Oak Private Wealth LLC
DECREASED
Shares276,255 from 300,061
Change-23,806 (-8%)
Value$10.1M (-$2.7M)
Filed 2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares274,560 from 282,560
Change-8,000 (-3%)
Value$10.1M (-$1.9M)
Filed 2026-10-19
Kirr Marbach & Co LLC
DECREASED
Shares270,691 from 273,493
Change-2,802 (-1%)
Value$9.9M (-$1.8M)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares269,817 from 263,521
Change+6,296 (+2%)
Value$9.8M (-$1.4M)
Filed 2026-11-06
Luma Capital S.A. - SPF
NEW
Shares269,562
Change+269,562
Value$9.8M
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares263,425 from 259,625
Change+3,800 (+1%)
Value$9.6M (-$1.4M)
Filed 2026-11-02
Blue Zone Wealth Advisors, LLC
INCREASED
Shares258,454 from 257,967
Change+487 (+0%)
Value$9.4M (-$1.6M)
Filed 2026-10-19
Maryland State Retirement & Pension System
INCREASED
Shares248,197 from 247,515
Change+682 (+0%)
Value$9.1M (-$1.4M)
Filed 2026-11-05
Parkside Investments, LLC
DECREASED
Shares237,788 from 243,136
Change-5,348 (-2%)
Value$8.7M (-$1.7M)
Filed 2026-10-20
Ervin Investment Management, LLC
INCREASED
Shares232,785 from 232,348
Change+437 (+0%)
Value$8.5M (-$1.4M)
Filed 2026-10-23
Avanza Fonder AB
INCREASED
Shares184,731 from 160,199
Change+24,532 (+15%)
Value$9.6M (-$102.4K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares184,641 from 179,020
Change+5,621 (+3%)
Value$6.7M (-$892.5K)
Filed 2026-10-30
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares184,334 from 180,569
Change+3,765 (+2%)
Value$6.7M (-$975.7K)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares184,147 from 122,009
Change+62,138 (+51%)
Value$6.7M (+$1.5M)
Filed 2026-10-23
Swiss Life Asset Management Ltd
DECREASED
Shares182,103 from 186,086
Change-3,983 (-2%)
Value$6.7M (-$1.3M)
Filed 2026-11-03
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares177,079 from 185,412
Change-8,333 (-4%)
Value$6.5M (-$1.4M)
Filed 2026-10-13
Lawson Kroeker Investment Management Inc
INCREASED
Shares170,264 from 151,867
Change+18,397 (+12%)
Value$6.2M (-$260.2K)
Filed 2026-10-22
Pacifica Partners Inc.
DECREASED
Shares169,335 from 169,482
Change-147 (0%)
Value$6.1M (-$1.2M)
Filed 2026-10-09
Lipe & Dalton
INCREASED
Shares165,381 from 164,830
Change+551 (+0%)
Value$6.0M (-$990.0K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares162,040 from 156,576
Change+5,464 (+3%)
Value$5.9M (-$760.6K)
Filed 2026-10-23
Triangle Securities Wealth Management
INCREASED
Shares161,419 from 157,329
Change+4,090 (+3%)
Value$5.9M (-$815.3K)
Filed 2026-10-14
State of New Jersey Common Pension Fund D
UNCHANGED
Shares158,751 from 158,751
Change0 (0%)
Value$5.8M (-$973.1K)
Filed 2026-11-05
Gulf International Bank (UK) Ltd
UNCHANGED
Shares156,693 from 156,693
Change0 (0%)
Value$5.7M (-$962.0K)
Filed 2026-10-20
Gold Investment Management Ltd.
INCREASED
Shares156,232 from 151,757
Change+4,475 (+3%)
Value$5.7M (-$772.3K)
Filed 2026-10-19
Burkett Asset Management Ltd
INCREASED
Shares149,864 from 127,049
Change+22,815 (+18%)
Value$5.5M (+$74.1K)
Filed 2026-10-13
LEE Danner & Bass Inc
DECREASED
Shares142,248 from 148,998
Change-6,750 (-5%)
Value$5.2M (-$1.2M)
Filed 2026-10-27
Walleye Partners, LLC
INCREASED
Shares140,381 from 134,192
Change+6,189 (+5%)
Value$5.1M (-$596.9K)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares138,872 from 140,055
Change-1,183 (-1%)
Value$5.1M (-$901.7K)
Filed 2026-11-05
Schwartz Investment Counsel Inc
INCREASED
Shares120,173 from 107,719
Change+12,454 (+12%)
Value$4.4M (-$206.2K)
Filed 2026-10-26
Midway Capital Research & Management
INCREASED
Shares119,133 from 118,064
Change+1,069 (+1%)
Value$4.3M (-$684.8K)
Filed 2026-10-20
Waterfront Wealth Inc.
INCREASED
Shares114,122 from 112,951
Change+1,171 (+1%)
Value$4.3M (-$674.0K)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
DECREASED
Shares111,283 from 136,727
Change-25,444 (-19%)
Value$4.1M (-$1.8M)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares108,942 from 106,012
Change+2,930 (+3%)
Value$4.0M (-$543.0K)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares108,702 from 98,051
Change+10,651 (+11%)
Value$4.0M (-$212.7K)
Filed 2026-11-04
Magnolia Group, LLC
NEW
Shares104,500
Change+104,500
Value$3.8M
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares104,439 from 143,641
Change-39,202 (-27%)
Value$3.8M (-$2.3M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares100,762 from 121,639
Change-20,877 (-17%)
Value$3.7M (-$1.5M)
Filed 2026-11-02
Blue Fin Capital, Inc.
INCREASED
Shares98,135 from 97,010
Change+1,125 (+1%)
Value$3.6M (-$553.7K)
Filed 2026-10-28
Guardian Wealth Management, Inc.
INCREASED
Shares96,461 from 95,374
Change+1,087 (+1%)
Value$3.5M (-$545.0K)
Filed 2026-10-30
Generali Asset Management SPA SGR
INCREASED
Shares95,643 from 95,412
Change+231 (+0%)
Value$5.0M (-$807.6K)
Filed 2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares92,249 from 122,466
Change-30,217 (-25%)
Value$3.4M (-$1.9M)
Filed 2026-10-22
Epiq Partners, LLC
INCREASED
Shares91,725 from 91,622
Change+103 (+0%)
Value$3.3M (-$557.9K)
Filed 2026-10-07
Pembroke Management, LTD
INCREASED
Shares91,652 from 20,648
Change+71,004 (+344%)
Value$3.3M (+$2.5M)
Filed 2026-10-21
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares90,000 from 90,000
Change0 (0%)
Value$3.3M (-$551.7K)
Filed 2026-10-30
Natixis
INCREASED
Shares89,523 from 79,758
Change+9,765 (+12%)
Value$3.3M (-$132.9K)
Filed 2026-11-06
Banque Pictet & CIE SA
NEW
Shares85,193
Change+85,193
Value$3.1M
Filed 2026-10-16
Chicago Capital, LLC
DECREASED
Shares84,544 from 84,844
Change-300 (0%)
Value$3.1M (-$531.0K)
Filed 2026-10-13
St. Louis Trust Co
UNCHANGED
Shares76,866 from 76,866
Change0 (0%)
Value$2.8M (+$1.4M)
Filed 2026-11-03
Jamison Private Wealth Management, Inc.
INCREASED
Shares76,364 from 76,191
Change+173 (+0%)
Value$2.9M (-$366.7K)
Filed 2026-10-14
Ritholtz Wealth Management
DECREASED
Shares75,276 from 75,917
Change-641 (-1%)
Value$2.7M (-$488.7K)
Filed 2026-11-05
Gateway Investment Advisers LLC
DECREASED
Shares73,233 from 76,176
Change-2,943 (-4%)
Value$2.7M (-$574.3K)
Filed 2026-10-13
Carnegie Lake Advisors LLC
UNCHANGED
Shares72,809 from 72,809
Change0 (0%)
Value$2.7M (-$446.3K)
Filed 2026-11-06
UniSuper Management Pty Ltd
INCREASED
Shares70,460 from 54,160
Change+16,300 (+30%)
Value$3.7M (+$381.1K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares70,394 from 67,935
Change+2,459 (+4%)
Value$2.6M (-$326.8K)
Filed 2026-10-29
Sky Investment Group LLC
NEW
Shares69,665
Change+69,665
Value$2.5M
Filed 2026-10-30
Salvus Wealth Management, LLC
INCREASED
Shares68,853 from 68,596
Change+257 (+0%)
Value$2.5M (-$411.1K)
Filed 2026-10-13
Capricorn Fund Managers Ltd
UNCHANGED
Shares67,500 from 67,500
Change0 (0%)
Value$2.5M (-$413.8K)
Filed 2026-11-03
ASO Group Ltd
DECREASED
Shares63,786 from 135,543
Change-71,757 (-53%)
Value$2.3M (-$3.4M)
Filed 2026-11-05
CenterBook Partners LP
INCREASED
Shares63,690 from 11,966
Change+51,724 (+432%)
Value$2.3M (+$1.8M)
Filed 2026-11-02
Achmea Investment Management B.V.
NEW
Shares63,077
Change+63,077
Value$2.3M
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares62,388 from 52,128
Change+10,260 (+20%)
Value$2.3M (+$54.6K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares62,200 from 65,709
Change-3,509 (-5%)
Value$2.3M (-$530.7K)
Filed 2026-11-06
Syquant Capital SAS
NEW
Shares62,070
Change+62,070
Value$2.2M
Filed 2026-10-20
Carmel Capital Partners, LLC
DECREASED
Shares61,139 from 69,851
Change-8,712 (-12%)
Value$2.2M (-$745.8K)
Filed 2026-11-03
Buttonwood Financial Advisors Inc.
DECREASED
Shares60,278 from 74,143
Change-13,865 (-19%)
Value$2.2M (-$960.0K)
Filed 2026-10-13
Herold Advisors, Inc.
DECREASED
Shares60,049 from 62,014
Change-1,965 (-3%)
Value$2.2M (-$448.8K)
Filed 2026-10-19
Value Partners Investments Inc.
INCREASED
Shares59,536 from 56,554
Change+2,982 (+5%)
Value$2.2M (-$229.5K)
Filed 2026-10-19
Davidson Kahn Capital Management, LLC
DECREASED
Shares59,185 from 85,583
Change-26,398 (-31%)
Value$2.2M (-$1.5M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares58,580 from 61,481
Change-2,901 (-5%)
Value$2.2M (-$534.6K)
Filed 2026-10-13
Manitou Investment Management Ltd.
DECREASED
Shares57,559 from 126,445
Change-68,886 (-54%)
Value$2.1M (-$3.3M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares57,330 from 47,684
Change+9,646 (+20%)
Value$2.1M (+$59.4K)
Filed 2026-10-16
Sage Investment Counsel LLC
INCREASED
Shares56,078 from 55,478
Change+600 (+1%)
Value$2.0M (-$318.2K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares56,048 from 54,893
Change+1,155 (+2%)
Value$2.1M (-$291.0K)
Filed 2026-10-26
Tritonpoint Wealth, LLC
DECREASED
Shares55,112 from 57,388
Change-2,276 (-4%)
Value$2.0M (-$434.8K)
Filed 2026-10-19
Assenagon Asset Management S.A.
DECREASED
Shares54,855 from 55,801
Change-946 (-2%)
Value$2.0M (-$357.6K)
Filed 2026-10-15
Tandem Capital Management Corp
DECREASED
Shares54,686 from 55,537
Change-851 (-2%)
Value$2.0M (-$371.5K)
Filed 2026-10-22
Everett Harris & Co
UNCHANGED
Shares54,342 from 54,342
Change0 (0%)
Value$2.0M (-$333.1K)
Filed 2026-10-28
Sava Infond d.o.o.
DECREASED
Shares53,700 from 56,980
Change-3,280 (-6%)
Value$2.0M (-$468.9K)
Filed 2026-10-28
Third View Private Wealth, LLC
DECREASED
Shares53,587 from 65,669
Change-12,082 (-18%)
Value$2.0M (-$843.1K)
Filed 2026-10-30
MGO One Seven LLC
DECREASED
Shares53,499 from 62,979
Change-9,480 (-15%)
Value$2.0M (-$731.7K)
Filed 2026-10-28
Eleva Capital SAS
NEW
Shares51,719
Change+51,719
Value$1.9M
Filed 2026-10-06
Radnor Capital Management, LLC
UNCHANGED
Shares51,136 from 51,136
Change0 (0%)
Value$1.9M (-$313.5K)
Filed 2026-10-23
Rhodes Investment Advisors Inc
DECREASED
Shares51,052 from 54,106
Change-3,054 (-6%)
Value$1.9M (-$443.0K)
Filed 2026-10-07
Cardinal Point Capital Management ULC
DECREASED
Shares50,997 from 52,006
Change-1,009 (-2%)
Value$1.9M (-$348.4K)
Filed 2026-10-21
Apollon Wealth Management, LLC
DECREASED
Shares50,430 from 51,841
Change-1,411 (-3%)
Value$1.8M (-$369.2K)
Filed 2026-10-23
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares49,022 from 48,234
Change+788 (+2%)
Value$1.8M (-$266.9K)
Filed 2026-10-27
Quadrant Capital Group LLC
DECREASED
Shares48,121 from 50,414
Change-2,293 (-5%)
Value$1.8M (-$382.5K)
Filed 2026-10-20
Koa Wealth Management, LLC
DECREASED
Shares47,519 from 48,395
Change-876 (-2%)
Value$1.7M (-$328.6K)
Filed 2026-10-14
Bingham Private Wealth, LLC
INCREASED
Shares47,134 from 42,554
Change+4,580 (+11%)
Value$1.7M (-$93.9K)
Filed 2026-11-05
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares46,200 from 46,200
Change0 (0%)
Value$1.7M (-$283.2K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
DECREASED
Shares45,990 from 53,346
Change-7,356 (-14%)
Value$1.7M (-$592.3K)
Filed 2026-10-26
Rinkey Investments
UNCHANGED
Shares42,547 from 42,547
Change0 (0%)
Value$1.6M (-$260.8K)
Filed 2026-10-28
Northwest Financial Advisors
DECREASED
Shares42,235 from 46,152
Change-3,917 (-8%)
Value$1.5M (-$425.7K)
Filed 2026-10-27
Trust Co of Vermont
DECREASED
Shares40,348 from 42,372
Change-2,024 (-5%)
Value$1.5M (-$333.5K)
Filed 2026-10-21
Parsons Capital Management Inc
DECREASED
Shares40,223 from 41,423
Change-1,200 (-3%)
Value$1.5M (-$297.7K)
Filed 2026-10-28
Crossmark Global Holdings, Inc.
DECREASED
Shares39,587 from 43,606
Change-4,019 (-9%)
Value$1.4M (-$413.8K)
Filed 2026-10-21
C WorldWide Group Holding A/S
INCREASED
Shares39,584 from 15,567
Change+24,017 (+154%)
Value$1.4M (+$780.0K)
Filed 2026-11-04
TT Capital Management LLC
INCREASED
Shares39,300 from 27,100
Change+12,200 (+45%)
Value$1.4M (+$278.7K)
Filed 2026-10-15
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares35,351 from 35,351
Change0 (0%)
Value$1.3M (-$216.1K)
Filed 2026-11-06
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares35,196 from 42,221
Change-7,025 (-17%)
Value$1.3M (-$514.9K)
Filed 2026-11-03
Candriam S.C.A.
UNCHANGED
Shares35,026 from 35,026
Change0 (0%)
Value$1.3M (-$206.8K)
Filed 2026-11-03
GAM Holding AG
DECREASED
Shares33,500 from 35,000
Change-1,500 (-4%)
Value$1.2M (-$257.8K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares33,459 from 32,949
Change+510 (+2%)
Value$1.2M (-$183.4K)
Filed 2026-10-23
Portside Wealth Group, LLC
INCREASED
Shares33,196 from 31,095
Change+2,101 (+7%)
Value$1.2M (-$114.0K)
Filed 2026-10-20
AIA Group Ltd
DECREASED
Shares32,888 from 50,425
Change-17,537 (-35%)
Value$1.2M (-$948.5K)
Filed 2026-10-30
Norden Group LLC
INCREASED
Shares32,200 from 32,190
Change+10 (+0%)
Value$1.2M (-$197.0K)
Filed 2026-10-20
Hendershot Investments Inc.
UNCHANGED
Shares32,178 from 32,178
Change0 (0%)
Value$1.2M (-$197.3K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares31,675 from 27,289
Change+4,386 (+16%)
Value$1.2M (-$7.4K)
Filed 2026-11-02
Washington Trust Advisors, Inc.
DECREASED
Shares31,037 from 31,442
Change-405 (-1%)
Value$1.1M (-$207.5K)
Filed 2026-10-22
Clifford Swan Investment Counsel LLC
DECREASED
Shares31,000 from 32,100
Change-1,100 (-3%)
Value$1.1M (-$236.9K)
Filed 2026-11-05
Heritage Investors Management Corp
UNCHANGED
Shares30,433 from 30,433
Change0 (0%)
Value$1.1M (-$186.0K)
Filed 2026-10-29
Phraction Management LLC
UNCHANGED
Shares30,172 from 30,172
Change0 (0%)
Value$1.1M (-$185.0K)
Filed 2026-10-14
Segment Wealth Management, LLC
INCREASED
Shares29,774 from 26,977
Change+2,797 (+10%)
Value$1.1M (-$63.4K)
Filed 2026-10-26
Montrusco Bolton Investments Inc.
DECREASED
Shares29,704 from 88,242
Change-58,538 (-66%)
Value$1.1M (-$2.7M)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares28,979 from 21,911
Change+7,068 (+32%)
Value$1.1M (+$123.4K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares28,795 from 26,541
Change+2,254 (+8%)
Value$1.0M (-$80.5K)
Filed 2026-10-26
Boston Trust Walden Corp
UNCHANGED
Shares28,105 from 28,105
Change0 (0%)
Value$1.0M (-$172.3K)
Filed 2026-10-30
Compound Planning, Inc.
DECREASED
Shares27,932 from 28,181
Change-249 (-1%)
Value$1.0M (-$181.8K)
Filed 2026-11-05
Citizens Financial Group Inc
DECREASED
Shares27,558 from 53,145
Change-25,587 (-48%)
Value$1.0M (-$1.3M)
Filed 2026-10-23
Compass Ion Advisors, LLC
UNCHANGED
Shares27,546 from 27,546
Change0 (0%)
Value$1.0M (-$153.4K)
Filed 2026-10-23
Keybank National Association
INCREASED
Shares27,033 from 26,447
Change+586 (+2%)
Value$985.6K (-$140.8K)
Filed 2026-11-04
Avior Wealth Management, LLC
INCREASED
Shares25,222 from 21,103
Change+4,119 (+20%)
Value$919.6K (+$20.8K)
Filed 2026-10-13
Legal Advantage Investments, Inc.
INCREASED
Shares25,000 from 10,000
Change+15,000 (+150%)
Value$911.5K (+$485.6K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares24,503 from 24,467
Change+36 (+0%)
Value$893.4K (-$148.7K)
Filed 2026-10-16
Clearstead Trust, LLC
UNCHANGED
Shares24,121 from 24,121
Change0 (0%)
Value$879.5K (-$147.9K)
Filed 2026-11-06
Choreo, LLC
INCREASED
Shares23,467 from 21,314
Change+2,153 (+10%)
Value$884.1K (-$46.6K)
Filed 2026-10-28
Leonteq Securities AG
INCREASED
Shares22,891 from 22,028
Change+863 (+4%)
Value$849.8K (-$102.8K)
Filed 2026-10-29
Crestwood Advisors Group, LLC
DECREASED
Shares22,779 from 22,830
Change-51 (0%)
Value$830.5K (-$141.8K)
Filed 2026-10-27
Fisher Asset Management, LLC
DECREASED
Shares22,232 from 22,639
Change-407 (-2%)
Value$810.6K (-$153.6K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED
Shares22,159 from 21,791
Change+368 (+2%)
Value$809.1K (-$119.5K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares20,743 from 19,491
Change+1,252 (+6%)
Value$883.5K (+$53.3K)
Filed 2026-11-06
Marks Group Wealth Management, Inc
INCREASED
Shares20,656 from 18,150
Change+2,506 (+14%)
Value$753.1K (-$19.9K)
Filed 2026-11-05
TritonPoint Partners, LLC
DECREASED
Shares20,288 from 57,388
Change-37,100 (-65%)
Value$739.7K (-$1.7M)
Filed 2026-11-05
Formuepleje A/S
NEW
Shares20,248
Change+20,248
Value$1.1M
Filed 2026-10-15
Cornerstone Advisory, LLC
DECREASED
Shares19,201 from 20,012
Change-811 (-4%)
Value$700.1K (-$152.2K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares18,546 from 10,501
Change+8,045 (+77%)
Value$676.2K (+$228.9K)
Filed 2026-10-08
Lincoln Capital LLC
INCREASED
Shares18,396 from 18,278
Change+118 (+1%)
Value$670.8K (-$107.7K)
Filed 2026-10-09
Lakewood Asset Management LLC
DECREASED
Shares18,349 from 20,449
Change-2,100 (-10%)
Value$669.0K (-$201.9K)
Filed 2026-10-26
Fideuram Asset Management (Ireland) dac
DECREASED
Shares18,019 from 66,933
Change-48,914 (-73%)
Value$992.9K (-$3.2M)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED
Shares17,757 from 17,530
Change+227 (+1%)
Value$647.4K (-$99.2K)
Filed 2026-10-21
XXI Wealth, LLC
INCREASED
Shares17,346 from 16,057
Change+1,289 (+8%)
Value$632.4K (-$51.4K)
Filed 2026-10-22
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares16,556 from 14,313
Change+2,243 (+16%)
Value$603.7K (-$5.9K)
Filed 2026-10-09
Institute for Wealth Management, Llc.
INCREASED
Shares16,534 from 8,654
Change+7,880 (+91%)
Value$602.8K (+$234.3K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares16,466 from 13,327
Change+3,139 (+24%)
Value$600.4K (+$32.9K)
Filed 2026-10-08
First Pacific Financial
INCREASED
Shares16,422 from 15,888
Change+534 (+3%)
Value$598.7K (-$77.9K)
Filed 2026-10-14
Verdence Capital Advisors LLC
INCREASED
Shares16,152 from 15,133
Change+1,019 (+7%)
Value$588.9K (-$55.6K)
Filed 2026-10-26
Daiwa Securities Group Inc.
INCREASED
Shares16,030 from 8,580
Change+7,450 (+87%)
Value$584.5K (+$219.0K)
Filed 2026-10-29
Caitong International Asset Management Co., Ltd
INCREASED
Shares15,894 from 6,251
Change+9,643 (+154%)
Value$579.5K (+$313.3K)
Filed 2026-10-29
RMR Wealth Builders
NEW
Shares15,755
Change+15,755
Value$575.5K
Filed 2026-10-22
Flagship Harbor Advisors, LLC
INCREASED
Shares15,388 from 12,781
Change+2,607 (+20%)
Value$561.0K (+$16.7K)
Filed 2026-10-26
Kraematon Investment Advisors, Inc
INCREASED
Shares15,308 from 15,303
Change+5 (+0%)
Value$558.1K (-$93.6K)
Filed 2026-11-02
Glenview Trust Co
INCREASED
Shares15,159 from 15,007
Change+152 (+1%)
Value$552.7K (-$86.5K)
Filed 2026-10-28
Hurlow Wealth Management Group, Inc.
DECREASED
Shares14,816 from 18,338
Change-3,522 (-19%)
Value$540.2K (-$240.8K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares14,673 from 14,448
Change+225 (+2%)
Value$535.0K (-$80.4K)
Filed 2026-10-27
SmartHarvest Portfolios, LLC
INCREASED
Shares14,604 from 14,562
Change+42 (+0%)
Value$532.4K (-$87.7K)
Filed 2026-10-26
Mattern Wealth Management LLC
UNCHANGED
Shares14,483 from 14,483
Change0 (0%)
Value$528.1K (-$88.8K)
Filed 2026-11-04
Douglas Lane & Associates, LLC
DECREASED
Shares14,397 from 14,472
Change-75 (-1%)
Value$524.9K (-$91.4K)
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
INCREASED
Shares14,277 from 13,556
Change+721 (+5%)
Value$520.5K (-$56.8K)
Filed 2026-10-23
Cordoba Advisory Partners LLC
UNCHANGED
Shares14,235 from 14,235
Change0 (0%)
Value$519.9K (-$85.9K)
Filed 2026-10-19
Rubicon Advisors, GP
DECREASED
Shares14,080 from 15,037
Change-957 (-6%)
Value$513.4K (-$127.1K)
Filed 2026-10-23
Foster Victor Wealth Advisors, LLC
INCREASED
Shares14,027 from 12,236
Change+1,791 (+15%)
Value$511.4K (-$22.8K)
Filed 2026-10-21
Financial Perspectives, Inc
UNCHANGED
Shares14,014 from 14,014
Change0 (0%)
Value$511.0K (-$85.9K)
Filed 2026-11-03
Regions Financial Corp
DECREASED
Shares13,870 from 26,514
Change-12,644 (-48%)
Value$505.7K (-$623.5K)
Filed 2026-11-05
Simon Quick Advisors, LLC
DECREASED
Shares13,847 from 13,899
Change-52 (0%)
Value$506.1K (-$86.6K)
Filed 2026-10-26
Ethic Inc.
INCREASED
Shares13,574 from 12,850
Change+724 (+6%)
Value$494.9K (-$52.4K)
Filed 2026-11-03
Accuvest Global Advisors
DECREASED
Shares13,555 from 14,622
Change-1,067 (-7%)
Value$494.0K (-$129.0K)
Filed 2026-11-04
Quadcap Wealth Management, LLC
DECREASED
Shares13,528 from 14,212
Change-684 (-5%)
Value$493.2K (-$112.1K)
Filed 2026-11-02
Wolverine Asset Management LLC
UNCHANGED
Shares13,492 from 13,492
Change0 (0%)
Value$491.9K (-$82.7K)
Filed 2026-11-02
Moors & Cabot, Inc.
DECREASED
Shares13,470 from 13,970
Change-500 (-4%)
Value$491.1K (-$103.9K)
Filed 2026-11-06
Merit Financial Group, LLC
DECREASED
Shares13,385 from 13,436
Change-51 (0%)
Value$488.0K (-$84.2K)
Filed 2026-11-06
Cidel Asset Management Inc
DECREASED
Shares13,294 from 13,756
Change-462 (-3%)
Value$486.2K (-$100.5K)
Filed 2026-10-29
Central Pacific Bank - Trust Division
INCREASED
Shares12,950 from 11,800
Change+1,150 (+10%)
Value$472.2K (-$30.4K)
Filed 2026-10-06
TBH Global Asset Management, LLC
INCREASED
Shares12,751 from 12,505
Change+246 (+2%)
Value$464.9K (-$67.7K)
Filed 2026-11-03
Bailard, Inc.
UNCHANGED
Shares12,625 from 12,625
Change0 (0%)
Value$460.3K (-$77.4K)
Filed 2026-10-13
Birchwood Financial Partners, Inc.
UNCHANGED
Shares12,528 from 12,528
Change0 (0%)
Value$456.8K (-$76.8K)
Filed 2026-11-02
Diversify Wealth Management, LLC
INCREASED
Shares12,247 from 11,225
Change+1,022 (+9%)
Value$450.8K (-$21.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares12,247 from 11,225
Change+1,022 (+9%)
Value$450.8K (-$21.5K)
Filed 2026-10-20
CRA Financial Services, LLC
INCREASED
Shares12,175 from 12,150
Change+25 (+0%)
Value$443.9K (-$73.6K)
Filed 2026-10-16
Brighton Jones LLC
DECREASED
Shares11,830 from 12,981
Change-1,151 (-9%)
Value$431.3K (-$121.5K)
Filed 2026-11-03
4J Wealth Management LLC
DECREASED
Shares11,734 from 12,011
Change-277 (-2%)
Value$427.8K (-$83.7K)
Filed 2026-11-02
Genus Capital Management Inc.
UNCHANGED
Shares11,719 from 11,719
Change0 (0%)
Value$428.6K (-$71.3K)
Filed 2026-11-04
Banque de Luxembourg S.A.
NEW
Shares11,550
Change+11,550
Value$421.4K
Filed 2026-10-14
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares11,443 from 11,443
Change0 (0%)
Value$417.2K (-$70.1K)
Filed 2026-11-05
Valen Private Capital, LLC
NEW
Shares11,417
Change+11,417
Value$416.3K
Filed 2026-10-23
Rochester Wealth Strategies, LLC
UNCHANGED
Shares11,400 from 11,400
Change0 (0%)
Value$415.6K (-$69.9K)
Filed 2026-11-03
Oslo Pensjonsforsikring AS
INCREASED
Shares11,050 from 8,850
Change+2,200 (+25%)
Value$404.2K (+$26.7K)
Filed 2026-10-15
Legacy Private Trust Co.
UNCHANGED
Shares11,040 from 11,040
Change0 (0%)
Value$402.5K (-$67.7K)
Filed 2026-10-06
Axxion S.A.
UNCHANGED
Shares11,020 from 11,020
Change0 (0%)
Value$406.3K (-$63.0K)
Filed 2026-10-22
Integrity Alliance, Llc.
DECREASED
Shares10,842 from 11,912
Change-1,070 (-9%)
Value$395.3K (-$112.0K)
Filed 2026-10-29
Tenon Financial LLC
UNCHANGED
Shares10,812 from 10,812
Change0 (0%)
Value$394.2K (-$66.3K)
Filed 2026-10-14
Savant Capital, LLC
INCREASED
Shares10,772 from 7,542
Change+3,230 (+43%)
Value$392.7K (+$71.5K)
Filed 2026-11-06
Cross Staff Investments Inc
DECREASED
Shares10,736 from 10,935
Change-199 (-2%)
Value$391.4K (-$74.3K)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares10,680 from 5,016
Change+5,664 (+113%)
Value$390.0K (+$176.4K)
Filed 2026-11-04
Summit Asset Management, LLC
NEW
Shares10,665
Change+10,665
Value$388.8K
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares10,618 from 9,976
Change+642 (+6%)
Value$387.1K (-$37.7K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
INCREASED
Shares10,562 from 4,788
Change+5,774 (+121%)
Value$385.1K (+$181.2K)
Filed 2026-10-21
Trust Co of Oklahoma
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$382.8K (-$64.4K)
Filed 2026-10-15
Tactive Advisors, LLC
INCREASED
Shares10,466 from 9,829
Change+637 (+6%)
Value$381.6K (-$37.0K)
Filed 2026-10-08
Hanson & Doremus Investment Management
UNCHANGED
Shares10,426 from 10,426
Change0 (0%)
Value$380.0K (-$64.0K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares10,336 from 9,731
Change+605 (+6%)
Value$376.9K (-$37.6K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares10,257 from 9,903
Change+354 (+4%)
Value$374.0K (-$47.8K)
Filed 2026-11-06
Valeo Financial Advisors, LLC
INCREASED
Shares10,035 from 6,193
Change+3,842 (+62%)
Value$365.9K (+$102.1K)
Filed 2026-10-08
River Street Advisors LLC
INCREASED
Shares9,992 from 9,649
Change+343 (+4%)
Value$364.3K (-$46.6K)
Filed 2026-10-22
Poehling Capital Management, Inc.
NEW
Shares9,895
Change+9,895
Value$360.8K
Filed 2026-10-20
Heartwood Wealth Advisors LLC
INCREASED
Shares9,873 from 9,178
Change+695 (+8%)
Value$361.1K (-$30.4K)
Filed 2026-10-05
Provenance Wealth Advisors, LLC
INCREASED
Shares9,815 from 6,071
Change+3,744 (+62%)
Value$357.9K (+$99.3K)
Filed 2026-10-30
Greenleaf Trust
DECREASED
Shares9,661 from 10,104
Change-443 (-4%)
Value$352.2K (-$78.1K)
Filed 2026-10-29
Tran Capital Management, L.P.
NEW
Shares9,585
Change+9,585
Value$349.5K
Filed 2026-10-19
Gibbs Wealth Management
INCREASED
Shares9,455 from 8,723
Change+732 (+8%)
Value$344.7K (-$26.8K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares9,448 from 11,049
Change-1,601 (-14%)
Value$344.5K (-$126.1K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares9,353 from 9,241
Change+112 (+1%)
Value$367.4K (-$26.3K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares9,324 from 9,324
Change0 (0%)
Value$341.0K (-$56.7K)
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares9,249 from 9,074
Change+175 (+2%)
Value$337.2K (-$49.2K)
Filed 2026-11-04
PDS Planning, Inc
INCREASED
Shares9,204 from 8,926
Change+278 (+3%)
Value$335.6K (-$44.6K)
Filed 2026-11-03
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares9,200 from 9,200
Change0 (0%)
Value$335.4K (-$56.4K)
Filed 2026-10-14
Catalyst Financial Partners LLC
DECREASED
Shares9,148 from 9,351
Change-203 (-2%)
Value$333.5K (-$64.7K)
Filed 2026-11-06
Viewpoint Investment Partners Corp
UNCHANGED
Shares9,143 from 9,143
Change0 (0%)
Value$332.8K (-$55.6K)
Filed 2026-10-26
Aprio Wealth Management, LLC
DECREASED
Shares8,961 from 9,295
Change-334 (-4%)
Value$326.7K (-$69.2K)
Filed 2026-10-28
Meadow Creek Wealth Advisors LLC
INCREASED
Shares8,956 from 7,575
Change+1,381 (+18%)
Value$326.6K (+$3.9K)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
DECREASED
Shares8,934 from 9,942
Change-1,008 (-10%)
Value$325.7K (-$97.7K)
Filed 2026-10-30
Cortland Associates Inc
UNCHANGED
Shares8,851 from 8,851
Change0 (0%)
Value$323.0K (-$54.0K)
Filed 2026-10-29
Tred Avon Family Wealth, LLC
UNCHANGED
Shares8,685 from 8,685
Change0 (0%)
Value$316.7K (-$53.2K)
Filed 2026-10-20
V-Square Quantitative Management LLC
UNCHANGED
Shares8,641 from 8,641
Change0 (0%)
Value$315.1K (-$53.0K)
Filed 2026-10-15
Trust Point Inc.
UNCHANGED
Shares8,578 from 8,578
Change0 (0%)
Value$312.8K (-$52.6K)
Filed 2026-10-27
AMG National Trust Bank
INCREASED
Shares8,410 from 8,346
Change+64 (+1%)
Value$306.6K (-$48.8K)
Filed 2026-11-05
Legacy Advisors, LLC
DECREASED
Shares8,394 from 9,161
Change-767 (-8%)
Value$306.7K (-$83.8K)
Filed 2026-10-19
Baker Avenue Asset Management, LP
DECREASED
Shares8,384 from 9,115
Change-731 (-8%)
Value$305.7K (-$82.5K)
Filed 2026-11-06
Essex Bank
INCREASED
Shares8,344 from 8,308
Change+36 (+0%)
Value$304.1K (-$49.7K)
Filed 2026-10-16
UMB Bank, n.a.
DECREASED
Shares8,319 from 10,373
Change-2,054 (-20%)
Value$303.3K (-$138.5K)
Filed 2026-11-06
Net Worth Advisory Group
INCREASED
Shares8,309 from 7,121
Change+1,188 (+17%)
Value$303.6K (+$352)
Filed 2026-10-20
Vontobel Holding Ltd.
DECREASED
Shares8,305 from 19,812
Change-11,507 (-58%)
Value$303.0K (-$541.4K)
Filed 2026-10-16
R Squared Ltd
NEW
Shares8,243
Change+8,243
Value$300.5K
Filed 2026-11-06
Walker Asset Management, LLC
UNCHANGED
Shares8,152 from 8,152
Change0 (0%)
Value$297.2K (-$50.0K)
Filed 2026-10-13
CV Advisors LLC
UNCHANGED
Shares8,100 from 8,100
Change0 (0%)
Value$295.3K (-$49.7K)
Filed 2026-10-13
Gould Asset Management LLC
DECREASED
Shares7,936 from 8,834
Change-898 (-10%)
Value$289.3K (-$86.9K)
Filed 2026-11-06
SeaBridge Investment Advisors LLC
NEW
Shares7,880
Change+7,880
Value$287.3K
Filed 2026-11-02
Americana Partners, LLC
DECREASED
Shares7,870 from 8,274
Change-404 (-5%)
Value$286.9K (-$65.4K)
Filed 2026-10-28
Farmers & Merchants Investments Inc
INCREASED
Shares7,867 from 7,846
Change+21 (+0%)
Value$286.8K (-$47.3K)
Filed 2026-10-22
Guerra PAN Advisors, LLC
DECREASED
Shares7,851 from 8,370
Change-519 (-6%)
Value$286.2K (-$70.2K)
Filed 2026-10-26
Autumn Glory Partners, LLC
UNCHANGED
Shares7,835 from 7,835
Change0 (0%)
Value$285.7K (-$48.0K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,813 from 5,813
Change+2,000 (+34%)
Value$285.8K (+$37.8K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
INCREASED
Shares7,717 from 4,792
Change+2,925 (+61%)
Value$281.4K (+$77.3K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
DECREASED
Shares7,704 from 7,744
Change-40 (-1%)
Value$280.9K (-$48.9K)
Filed 2026-10-30
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares7,697 from 7,697
Change0 (0%)
Value$280.6K (-$47.2K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
DECREASED
Shares7,660 from 8,503
Change-843 (-10%)
Value$279.3K (-$82.9K)
Filed 2026-10-22
Ascent Group, LLC
DECREASED
Shares7,522 from 7,953
Change-431 (-5%)
Value$274.3K (-$64.5K)
Filed 2026-10-30
Joel Isaacson & Co., LLC
UNCHANGED
Shares7,458 from 7,458
Change0 (0%)
Value$271.9K (-$45.7K)
Filed 2026-11-05
Financial Security Advisor, Inc.
UNCHANGED
Shares7,451 from 7,451
Change0 (0%)
Value$271.7K (-$45.7K)
Filed 2026-11-03
Firethorn Wealth Partners, LLC
DECREASED
Shares7,409 from 7,521
Change-112 (-1%)
Value$270.1K (-$50.2K)
Filed 2026-10-14
Chickasaw Capital Management LLC
NEW
Shares6,981
Change+6,981
Value$254.5K
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED
Shares6,921 from 6,543
Change+378 (+6%)
Value$252.9K (-$27.0K)
Filed 2026-11-04
Greenspring Advisors, LLC
NEW
Shares6,875
Change+6,875
Value$250.7K
Filed 2026-11-05
Verity & Verity, LLC
UNCHANGED
Shares6,840 from 6,840
Change0 (0%)
Value$249.4K (-$41.9K)
Filed 2026-10-23
Appleton Partners Inc
DECREASED
Shares6,787 from 6,789
Change-2 (0%)
Value$247.0K (-$42.0K)
Filed 2026-10-30
New England Professional Planning Group Inc.
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$246.1K (-$41.4K)
Filed 2026-10-29
Modera Wealth Management, LLC
INCREASED
Shares6,737 from 6,415
Change+322 (+5%)
Value$245.6K (-$27.6K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED
Shares6,734 from 6,327
Change+407 (+6%)
Value$245.5K (-$23.9K)
Filed 2026-10-22
Alliance Wealth Advisors, LLC
INCREASED
Shares6,712 from 6,563
Change+149 (+2%)
Value$244.7K (-$34.8K)
Filed 2026-10-28
Falcon Wealth Planning
INCREASED
Shares6,662 from 6,124
Change+538 (+9%)
Value$242.9K (-$17.9K)
Filed 2026-11-06
Sovran Advisors, LLC
DECREASED
Shares6,534 from 6,639
Change-105 (-2%)
Value$258.1K (-$23.2K)
Filed 2026-11-02
Washburn Capital Management, Inc.
UNCHANGED
Shares6,525 from 6,525
Change0 (0%)
Value$237.9K (-$40.0K)
Filed 2026-10-19
Kathmere Capital Management, LLC
DECREASED
Shares6,451 from 9,505
Change-3,054 (-32%)
Value$235.2K (-$169.6K)
Filed 2026-10-20
Pittenger & Anderson Inc
DECREASED
Shares6,442 from 6,478
Change-36 (-1%)
Value$234.9K (-$41.0K)
Filed 2026-11-02
Hikari Power Ltd
UNCHANGED
Shares6,150 from 6,150
Change0 (0%)
Value$224.0K (-$38.0K)
Filed 2026-10-30
Income Insurance Ltd
UNCHANGED
Shares6,088 from 6,088
Change0 (0%)
Value$222.6K (-$37.0K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares6,060 from 4,189
Change+1,871 (+45%)
Value$220.9K (+$42.5K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares5,972 from 5,864
Change+108 (+2%)
Value$219.6K (-$36.8K)
Filed 2026-10-09
Clear Wave Wealth Management LLC
UNCHANGED
Shares5,905 from 5,905
Change0 (0%)
Value$215.3K (-$36.2K)
Filed 2026-11-04
Evanson Financial, LLC
DECREASED
Shares5,882 from 6,000
Change-118 (-2%)
Value$214.5K (-$41.1K)
Filed 2026-10-23
Baker Tilly Wealth Management, LLC
DECREASED
Shares5,840 from 15,957
Change-10,117 (-63%)
Value$212.9K (-$466.7K)
Filed 2026-10-05
Revolve Wealth Partners, LLC
DECREASED
Shares5,791 from 8,583
Change-2,792 (-33%)
Value$211.1K (-$154.4K)
Filed 2026-10-23
Beacon Financial Planning, Inc
DECREASED
Shares5,776 from 8,662
Change-2,886 (-33%)
Value$210.6K (-$158.3K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares5,748 from 5,007
Change+741 (+15%)
Value$209.6K (-$3.7K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares5,709
Change+5,709
Value$208.2K
Filed 2026-11-03
Swiss RE LTD
INCREASED
Shares5,662 from 3,203
Change+2,459 (+77%)
Value$207.1K (+$70.5K)
Filed 2026-11-06
Montag A & Associates Inc
UNCHANGED
Shares5,568 from 5,568
Change0 (0%)
Value$203.0K (-$34.1K)
Filed 2026-10-29
Curated Wealth Partners LLC
DECREASED
Shares5,545 from 5,997
Change-452 (-8%)
Value$202.2K (-$53.2K)
Filed 2026-10-15
Assetmark, Inc
INCREASED
Shares5,488 from 4,306
Change+1,182 (+27%)
Value$200.1K (+$16.7K)
Filed 2026-10-21
Bfsg, LLC
UNCHANGED
Shares5,323 from 5,323
Change0 (0%)
Value$194.1K (-$32.6K)
Filed 2026-10-30
Cromwell Holdings LLC
UNCHANGED
Shares5,209 from 5,209
Change0 (0%)
Value$189.9K (-$31.9K)
Filed 2026-10-28
J. Safra Sarasin Holding AG
UNCHANGED
Shares5,167 from 5,167
Change0 (0%)
Value$208.7K ($0)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares5,123 from 4,904
Change+219 (+4%)
Value$186.8K (-$22.1K)
Filed 2026-10-22
State of Wyoming
UNCHANGED
Shares5,071 from 5,071
Change0 (0%)
Value$185.4K (-$30.8K)
Filed 2026-10-28
Plato Investment Management Ltd
DECREASED
Shares4,763 from 4,989
Change-226 (-5%)
Value$176.3K (-$35.2K)
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares4,500 from 5,000
Change-500 (-10%)
Value$164.6K (-$48.7K)
Filed 2026-10-29
Princeton Global Asset Management LLC
UNCHANGED
Shares3,979 from 3,979
Change0 (0%)
Value$145.1K (-$24.4K)
Filed 2026-10-21
Golden State Wealth Management, LLC
DECREASED
Shares3,948 from 4,971
Change-1,023 (-21%)
Value$144.0K (-$67.7K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3,719 from 3,719
Change0 (0%)
Value$135.6K (-$22.8K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares3,672 from 3,882
Change-210 (-5%)
Value$133.9K (-$31.5K)
Filed 2026-11-04
GHP Investment Advisors, Inc.
UNCHANGED
Shares3,633 from 3,633
Change0 (0%)
Value$132.5K (-$22.3K)
Filed 2026-10-15
Toth Financial Advisory Corp
DECREASED
Shares3,600 from 6,600
Change-3,000 (-45%)
Value$131.3K (-$149.8K)
Filed 2026-10-08
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares3,585 from 3,880
Change-295 (-8%)
Value$130.7K (-$34.5K)
Filed 2026-11-03
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares3,585 from 3,585
Change0 (0%)
Value$130.7K (-$22.0K)
Filed 2026-10-23
Investment Research & Advisory Group, Inc.
INCREASED
Shares3,575 from 3,375
Change+200 (+6%)
Value$130.3K (-$13.4K)
Filed 2026-10-19
Roxbury Financial LLC
NEW
Shares3,540
Change+3,540
Value$129.1K
Filed 2026-10-01
ASR Vermogensbeheer N.V.
INCREASED
Shares3,513 from 3,455
Change+58 (+2%)
Value$128.5K (-$18.9K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares3,071 from 3,488
Change-417 (-12%)
Value$112.0K (-$36.6K)
Filed 2026-10-05
Union Bancaire Privee, UBP SA
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$98.5K (-$14.4K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares2,951 from 667
Change+2,284 (+342%)
Value$107.6K (+$79.2K)
Filed 2026-10-15
Larson Financial Group LLC
DECREASED
Shares2,939 from 3,245
Change-306 (-9%)
Value$107.2K (-$31.0K)
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares2,583
Change+2,583
Value$94.2K
Filed 2026-10-27
Community Bank, N.A.
UNCHANGED
Shares2,292 from 2,292
Change0 (0%)
Value$83.5K (-$14.1K)
Filed 2026-11-06
Birch Financial Group, LLC
NEW
Shares2,198
Change+2,198
Value$80.1K
Filed 2026-10-27
Rosenberg Matthew Hamilton
DECREASED
Shares2,156 from 2,313
Change-157 (-7%)
Value$78.6K (-$19.9K)
Filed 2026-10-05
Coastline Trust Co
DECREASED
Shares2,100 from 2,277
Change-177 (-8%)
Value$76.6K (-$20.4K)
Filed 2026-10-01
Nisa Investment Advisors, LLC
DECREASED
Shares1,890 from 1,951
Change-61 (-3%)
Value$68.9K (-$14.2K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares1,812 from 1,377
Change+435 (+32%)
Value$66.1K (+$7.4K)
Filed 2026-10-14
Central Trust Co
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$65.8K (-$11.1K)
Filed 2026-11-05
Versant Capital Management, Inc
DECREASED
Shares1,658 from 2,390
Change-732 (-31%)
Value$60.6K (-$41.3K)
Filed 2026-10-02
Albion Financial Group
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$54.7K (-$9.2K)
Filed 2026-10-21
First Command Advisory Services, Inc.
INCREASED
Shares1,397 from 1,239
Change+158 (+13%)
Value$51.1K (-$1.8K)
Filed 2026-11-05
Fulcrum Asset Management LLP
NEW
Shares1,323
Change+1,323
Value$48.7K
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,308 from 1,308
Change0 (0%)
Value$47.7K (-$8.0K)
Filed 2026-10-21
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares1,258
Change+1,258
Value$45.9K
Filed 2026-10-14
Tobam
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$65 (-$11)
Filed 2026-11-03
TD Private Client Wealth LLC
DECREASED
Shares1,194 from 1,269
Change-75 (-6%)
Value$43.7K (-$10.5K)
Filed 2026-10-28
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$38.0K (-$6.0K)
Filed 2026-11-02
Parkside Financial Bank & Trust
DECREASED
Shares962 from 1,758
Change-796 (-45%)
Value$35.1K (-$39.8K)
Filed 2026-10-27
Kings Path Partners LLC
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$34.6K (-$5.8K)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares897 from 925
Change-28 (-3%)
Value$32.7K (-$6.7K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares806 from 602
Change+204 (+34%)
Value$29.4K (+$3.8K)
Filed 2026-11-05
New England Capital Financial Advisors LLC
INCREASED
Shares755 from 753
Change+2 (+0%)
Value$27.5K (-$4.6K)
Filed 2026-11-03
Entrust Financial LLC
DECREASED
Shares746 from 769
Change-23 (-3%)
Value$27.2K (-$5.6K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares742 from 763
Change-21 (-3%)
Value$27.1K (-$5.4K)
Filed 2026-10-27
Hilltop National Bank
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$26.4K (-$4.4K)
Filed 2026-10-14
Fortitude Family Office, LLC
NEW
Shares719
Change+719
Value$26.2K
Filed 2026-10-14
Costello Asset Management, Inc
INCREASED
Shares660 from 460
Change+200 (+43%)
Value$24.1K (+$4.5K)
Filed 2026-10-30
Prudent Man Investment Management, Inc.
NEW
Shares657
Change+657
Value$24.0K
Filed 2026-11-03
Burkett Financial Services, LLC
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$19.8K (-$3.3K)
Filed 2026-10-01
GK Wealth Management LLC
NEW
Shares540
Change+540
Value$19.7K
Filed 2026-10-09
Oakworth Capital, Inc.
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$19.7K (-$3.3K)
Filed 2026-10-26
Fortis Group Advisors, LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$18.4K (-$3.1K)
Filed 2026-11-06
Main Street Group, LTD
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$18.2K (-$3.1K)
Filed 2026-10-28
Acumen Wealth Advisors, LLC
INCREASED
Shares498 from 97
Change+401 (+413%)
Value$18.1K (+$14.0K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$18.0K (-$3.0K)
Filed 2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$17.6K (-$2.9K)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$15.4K (-$2.7K)
Filed 2026-10-29
Arlington Trust Co LLC
NEW
Shares417
Change+417
Value$15.2K
Filed 2026-10-20
MTM Investment Management, LLC
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$15.1K (-$2.5K)
Filed 2026-10-30
Compass Financial Management LLC
NEW
Shares409
Change+409
Value$14.9K
Filed 2026-10-30
Financial Network Wealth Advisors LLC
INCREASED
Shares409 from 399
Change+10 (+3%)
Value$14.9K (-$2.1K)
Filed 2026-10-28
Spire Wealth Management
INCREASED
Shares397 from 396
Change+1 (+0%)
Value$14.5K (-$2.4K)
Filed 2026-10-30
Financial Management Professionals, Inc.
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$14.2K (-$2.4K)
Filed 2026-10-23
Bare Financial Services, Inc
DECREASED
Shares337 from 514
Change-177 (-34%)
Value$12.3K (-$9.6K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$12.1K (-$2.0K)
Filed 2026-11-03
Gen-Wealth Partners Inc
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$11.9K (-$2.0K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$11.5K (-$1.9K)
Filed 2026-10-13
Miller Global Investments, LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$11.5K (-$1.9K)
Filed 2026-10-02
Evermay Wealth Management LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$11.4K (-$1.9K)
Filed 2026-11-05
Berbice Capital Management LLC
NEW
Shares300
Change+300
Value$10.9K
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares298 from 1,079
Change-781 (-72%)
Value$10.9K (-$35.1K)
Filed 2026-10-16
Caldwell Trust Co
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$10.5K (-$1.8K)
Filed 2026-10-30
City State Bank
NEW
Shares283
Change+283
Value$10.3K
Filed 2026-10-20
Highline Wealth Partners LLC
DECREASED
Shares283 from 369
Change-86 (-23%)
Value$10.3K (-$5.4K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares277 from 90
Change+187 (+208%)
Value$10.1K (+$6.3K)
Filed 2026-11-05
Hughes Financial Services, LLC
DECREASED
Shares265 from 305
Change-40 (-13%)
Value$10.5K (-$2.5K)
Filed 2026-10-30
Exchange Traded Concepts, LLC
DECREASED
Shares262 from 540
Change-278 (-51%)
Value$9.6K (-$13.4K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares253
Change+253
Value$9.2K
Filed 2026-10-21
North Star Investment Management Corp.
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$9.2K (-$1.5K)
Filed 2026-10-27
Birchbrook, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$11.1K (-$68)
Filed 2026-10-14
Ascentis Wealth Management, LLC
NEW
Shares225
Change+225
Value$8.2K
Filed 2026-11-03
Cdkv Holdings LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$8.2K (-$1.4K)
Filed 2026-10-28
SRH Advisors, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$6.9K (-$1.2K)
Filed 2026-10-22
First Premier Bank
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$7 (-$1)
Filed 2026-10-13
Concord Wealth Partners
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$6.5K (-$1.1K)
Filed 2026-11-02
Sterling Capital Management LLC
DECREASED
Shares171 from 13,619
Change-13,448 (-99%)
Value$6.2K (-$573.8K)
Filed 2026-10-22
Jacobi Capital Management LLC
NEW
Shares170
Change+170
Value$6.2K
Filed 2026-11-05
Rothwell Investment Advisors, LLC
NEW
Shares155
Change+155
Value$5.6K
Filed 2026-11-06
Trust Co of Toledo NA
NEW
Shares150
Change+150
Value$5.5K
Filed 2026-10-16
First United Bank & Trust
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$5.1K (-$864)
Filed 2026-10-22
Zions Bancorporation, National Association
DECREASED
Shares135 from 160
Change-25 (-16%)
Value$4.9K (-$1.9K)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$5 (-$1)
Filed 2026-10-27
Cedar Mountain Advisors, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$3.9K (-$656)
Filed 2026-10-15
William Mack & Associates, Inc.
NEW
Shares105
Change+105
Value$3.8K
Filed 2026-10-27
Nfsg Corp
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$3.8K (-$644)
Filed 2026-10-15
Private Wealth Management Group, LLC
INCREASED
Shares96 from 51
Change+45 (+88%)
Value$3.5K (+$1.3K)
Filed 2026-10-19
Sunrise Financial Services, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.7K (-$459)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$2.4K (-$411)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares62 from 52
Change+10 (+19%)
Value$2.3K (+$46)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares58 from 3
Change+55 (+1833%)
Value$2.1K (+$2.0K)
Filed 2026-10-13
Bell Investment Advisors, Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.7K (-$282)
Filed 2026-10-29
American Capital Advisory, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.6K (-$276)
Filed 2026-10-28
Nemes Rush Group LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.3K (-$215)
Filed 2026-11-04
Mosley Wealth Management
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.2K (-$190)
Filed 2026-10-16
First Horizon Corp
DECREASED
Shares31 from 908
Change-877 (-97%)
Value$1.1K (-$37.5K)
Filed 2026-10-26
Dorato Capital Management
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.1K (-$202)
Filed 2026-10-08
Financial Consulate, Inc
DECREASED
Shares17 from 161
Change-144 (-89%)
Value$620 (-$6.2K)
Filed 2026-10-23
MV Capital Management, Inc.
DECREASED
Shares12 from 66
Change-54 (-82%)
Value$438 (-$2.4K)
Filed 2026-10-29
High Note Wealth, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$255 (-$43)
Filed 2026-10-27
Country Trust Bank
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$146 (-$24)
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$179 (-$1)
Filed 2026-10-16
Allen Investment Management, LLC
CLOSED
Shares0 from 73,460
Change-73,460 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-03
111 Capital
CLOSED
Shares0 from 23,312
Change-23,312 (-100%)
Value$0 (-$993.7K)
Filed 2026-11-03
Triasima Portfolio Management inc.
CLOSED
Shares0 from 21,642
Change-21,642 (-100%)
Value$0 (-$923.0K)
Filed 2026-10-15
Tuttle Capital Management, LLC
CLOSED
Shares0 from 16,830
Change-16,830 (-100%)
Value$0 (-$716.8K)
Filed 2026-10-21
Evergreen Capital Management LLC
CLOSED
Shares0 from 12,495
Change-12,495 (-100%)
Value$0 (-$532.2K)
Filed 2026-10-23
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 10,906
Change-10,906 (-100%)
Value$0 (-$465.2K)
Filed 2026-11-03
Imc-Chicago, LLC
CLOSED
Shares0 from 9,877
Change-9,877 (-100%)
Value$0 (-$420.7K)
Filed 2026-11-05
Inscription Capital, LLC
CLOSED
Shares0 from 8,832
Change-8,832 (-100%)
Value$0 (-$376.2K)
Filed 2026-11-02
Summit Securities Group LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$340.7K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
CLOSED
Shares0 from 7,653
Change-7,653 (-100%)
Value$0 (-$325.9K)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
CLOSED
Shares0 from 7,544
Change-7,544 (-100%)
Value$0 (-$320.7K)
Filed 2026-10-15
Griffin Asset Management, Inc.
CLOSED
Shares0 from 6,929
Change-6,929 (-100%)
Value$0 (-$295.1K)
Filed 2026-10-22
55 North Private Wealth, LLC
CLOSED
Shares0 from 6,842
Change-6,842 (-100%)
Value$0 (-$291.4K)
Filed 2026-10-20
Powell Investment Advisors, LLC
CLOSED
Shares0 from 6,551
Change-6,551 (-100%)
Value$0 (-$279.0K)
Filed 2026-10-22
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 5,481
Change-5,481 (-100%)
Value$0 (-$233.4K)
Filed 2026-10-05
Diversified Trust Co
CLOSED
Shares0 from 5,476
Change-5,476 (-100%)
Value$0 (-$233.2K)
Filed 2026-11-06
Principle Wealth Partners LLC
CLOSED
Shares0 from 5,337
Change-5,337 (-100%)
Value$0 (-$227.3K)
Filed 2026-11-02
Independent Financial Group, LLC
CLOSED
Shares0 from 5,321
Change-5,321 (-100%)
Value$0 (-$227.0K)
Filed 2026-10-13
Northside Capital Management, LLC
CLOSED
Shares0 from 5,250
Change-5,250 (-100%)
Value$0 (-$223.6K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
CLOSED
Shares0 from 5,207
Change-5,207 (-100%)
Value$0 (-$221.7K)
Filed 2026-10-29
Capital Investment Advisors, LLC
CLOSED
Shares0 from 5,181
Change-5,181 (-100%)
Value$0 (-$220.6K)
Filed 2026-10-22
Harbour Capital Advisors, LLC
CLOSED
Shares0 from 5,175
Change-5,175 (-100%)
Value$0 (-$226.7K)
Filed 2026-10-13
Balefire, LLC
CLOSED
Shares0 from 5,093
Change-5,093 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-09
Thompson Siegel & Walmsley LLC
CLOSED
Shares0 from 5,062
Change-5,062 (-100%)
Value$0 (-$216.0K)
Filed 2026-11-05
Occidental Asset Management, LLC
CLOSED
Shares0 from 5,029
Change-5,029 (-100%)
Value$0 (-$214.2K)
Filed 2026-11-05
Fulton Bank, N.A.
CLOSED
Shares0 from 4,936
Change-4,936 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-14
Values Added Financial LLC
CLOSED
Shares0 from 4,910
Change-4,910 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-28
SFE Investment Counsel
CLOSED
Shares0 from 4,851
Change-4,851 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-29
Fulcrum Equity Management
CLOSED
Shares0 from 4,848
Change-4,848 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-21
Five Oceans Advisors
CLOSED
Shares0 from 4,822
Change-4,822 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-22
Canvas Wealth Advisors, LLC
CLOSED
Shares0 from 4,779
Change-4,779 (-100%)
Value$0 (-$203.5K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 966
Change-966 (-100%)
Value$0 (-$41.1K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 964
Change-964 (-100%)
Value$0 (-$41.1K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 556
Change-556 (-100%)
Value$0 (-$23.7K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 396
Change-396 (-100%)
Value$0 (-$16.9K)
Filed 2026-10-20
Atlatl Advisers LLC
CLOSED
Shares0 from 389
Change-389 (-100%)
Value$0 (-$16.6K)
Filed 2026-10-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 332
Change-332 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-16
Grove Bank & Trust
CLOSED
Shares0 from 306
Change-306 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-08
Wellington Shields & Co., LLC
CLOSED
Shares0 from 264
Change-264 (-100%)
Value$0 (-$11.3K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 154
Change-154 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-07
West Paces Advisors Inc.
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-14
Stone House Investment Management, LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-23
Mascoma Wealth Management LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-23
Covestor Ltd
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$1)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-07
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$459)
Filed 2026-10-16
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Partners Value Investments L.P.
N/A
Shares— from 181,405,955
Change-181,405,955 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 115,757,146
Change-115,757,146 (-100%)
Value—
Capital World Investors
N/A
Shares— from 78,684,708
Change-78,684,708 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 61,381,539
Change-61,381,539 (-100%)
Value—
Dodge & COX
N/A
Shares— from 61,210,651
Change-61,210,651 (-100%)
Value—
Pershing Square Inc.
N/A
Shares— from 57,481,047
Change-57,481,047 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 56,708,514
Change-56,708,514 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 46,824,404
Change-46,824,404 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 42,497,472
Change-42,497,472 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 28,551,753
Change-28,551,753 (-100%)
Value—
Norges Bank
N/A
Shares— from 28,058,813
Change-28,058,813 (-100%)
Value—
FIL Ltd
N/A
Shares— from 26,049,484
Change-26,049,484 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 24,328,364
Change-24,328,364 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 22,611,066
Change-22,611,066 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 18,805,610
Change-18,805,610 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 18,547,608
Change-18,547,608 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 16,584,463
Change-16,584,463 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 14,667,730
Change-14,667,730 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,738,306
Change-13,738,306 (-100%)
Value—
Capital International Investors
N/A
Shares— from 13,247,143
Change-13,247,143 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 13,120,954
Change-13,120,954 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 12,858,377
Change-12,858,377 (-100%)
Value—
Akre Capital Management LLC
N/A
Shares— from 12,119,927
Change-12,119,927 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,765,054
Change-11,765,054 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,039,263
Change-11,039,263 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,662,421
Change-10,662,421 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 10,447,234
Change-10,447,234 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,864,675
Change-9,864,675 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,537,173
Change-9,537,173 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,100,060
Change-9,100,060 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 8,906,672
Change-8,906,672 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 8,112,388
Change-8,112,388 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,053,087
Change-7,053,087 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 6,936,231
Change-6,936,231 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 5,838,391
Change-5,838,391 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 4,832,734
Change-4,832,734 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 4,751,905
Change-4,751,905 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,273,425
Change-4,273,425 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 4,196,146
Change-4,196,146 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,030,678
Change-4,030,678 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,785,151
Change-3,785,151 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 3,734,786
Change-3,734,786 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,621,876
Change-3,621,876 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 3,551,629
Change-3,551,629 (-100%)
Value—
Novo Holdings A/S
N/A
Shares— from 3,496,245
Change-3,496,245 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 3,333,406
Change-3,333,406 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 3,207,581
Change-3,207,581 (-100%)
Value—
Mufg Securities (Canada), Ltd.
N/A
Shares— from 3,022,165
Change-3,022,165 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 2,958,089
Change-2,958,089 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 2,947,402
Change-2,947,402 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 2,856,050
Change-2,856,050 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,837,188
Change-2,837,188 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 2,795,175
Change-2,795,175 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,694,174
Change-2,694,174 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,674,360
Change-2,674,360 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 2,591,096
Change-2,591,096 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,504,120
Change-2,504,120 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,387,558
Change-2,387,558 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,290,552
Change-2,290,552 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,203,431
Change-2,203,431 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,190,049
Change-2,190,049 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 2,145,349
Change-2,145,349 (-100%)
Value—
Bamco Inc
N/A
Shares— from 2,132,011
Change-2,132,011 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,127,245
Change-2,127,245 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 2,038,905
Change-2,038,905 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,945,047
Change-1,945,047 (-100%)
Value—
Scheer, Rowlett & Associates Investment Management Ltd.
N/A
Shares— from 1,942,657
Change-1,942,657 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,816,951
Change-1,816,951 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 1,763,103
Change-1,763,103 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,748,863
Change-1,748,863 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,724,065
Change-1,724,065 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 1,587,339
Change-1,587,339 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 1,573,553
Change-1,573,553 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 1,566,315
Change-1,566,315 (-100%)
Value—
HughesLittle Investment Management Ltd.
N/A
Shares— from 1,547,195
Change-1,547,195 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,475,637
Change-1,475,637 (-100%)
Value—
Greenlea Lane Capital Management, LLC
N/A
Shares— from 1,392,742
Change-1,392,742 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,366,614
Change-1,366,614 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,349,594
Change-1,349,594 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,306,755
Change-1,306,755 (-100%)
Value—
Partners Group Holding AG
N/A
Shares— from 1,290,543
Change-1,290,543 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,242,540
Change-1,242,540 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,235,522
Change-1,235,522 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,224,922
Change-1,224,922 (-100%)
Value—
Broad Run Investment Management, LLC
N/A
Shares— from 1,204,081
Change-1,204,081 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,203,879
Change-1,203,879 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,185,621
Change-1,185,621 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,130,601
Change-1,130,601 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,076,803
Change-1,076,803 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,010,203
Change-1,010,203 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 990,278
Change-990,278 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 950,862
Change-950,862 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 948,532
Change-948,532 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 876,521
Change-876,521 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 854,808
Change-854,808 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 845,598
Change-845,598 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 817,702
Change-817,702 (-100%)
Value—
Lone Pine Capital LLC
N/A
Shares— from 792,717
Change-792,717 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 780,914
Change-780,914 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 758,223
Change-758,223 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 742,378
Change-742,378 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 708,571
Change-708,571 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 689,956
Change-689,956 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 686,468
Change-686,468 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 656,056
Change-656,056 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 650,000
Change-650,000 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 638,216
Change-638,216 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 633,708
Change-633,708 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 629,402
Change-629,402 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 627,499
Change-627,499 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 616,181
Change-616,181 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 517,032
Change-517,032 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 502,553
Change-502,553 (-100%)
Value—
Argosy-Lionbridge Management, LLC
N/A
Shares— from 481,500
Change-481,500 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 462,204
Change-462,204 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 458,940
Change-458,940 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 458,026
Change-458,026 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 450,000
Change-450,000 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 446,735
Change-446,735 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 434,519
Change-434,519 (-100%)
Value—
Jackson Hill Advisors, LLC
N/A
Shares— from 420,000
Change-420,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 414,141
Change-414,141 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 400,026
Change-400,026 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 395,612
Change-395,612 (-100%)
Value—
Third Avenue Management LLC
N/A
Shares— from 394,929
Change-394,929 (-100%)
Value—
Saraza Management, LP
N/A
Shares— from 394,150
Change-394,150 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 384,287
Change-384,287 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 359,429
Change-359,429 (-100%)
Value—
Man Group plc
N/A
Shares— from 349,587
Change-349,587 (-100%)
Value—
GoodHaven Capital Management, LLC
N/A
Shares— from 347,280
Change-347,280 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 334,745
Change-334,745 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 328,684
Change-328,684 (-100%)
Value—
CNA Financial Corp
N/A
Shares— from 325,000
Change-325,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 324,994
Change-324,994 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 317,954
Change-317,954 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 305,796
Change-305,796 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 304,033
Change-304,033 (-100%)
Value—
Loews Corp
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
BNP Paribas
N/A
Shares— from 294,652
Change-294,652 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 280,004
Change-280,004 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 276,412
Change-276,412 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 272,745
Change-272,745 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 268,616
Change-268,616 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 267,953
Change-267,953 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 261,173
Change-261,173 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 257,388
Change-257,388 (-100%)
Value—
EdgePoint Investment Group Inc.
N/A
Shares— from 257,264
Change-257,264 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 253,946
Change-253,946 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 253,205
Change-253,205 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 249,200
Change-249,200 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 245,681
Change-245,681 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 235,746
Change-235,746 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 235,072
Change-235,072 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 231,334
Change-231,334 (-100%)
Value—
Moerus Capital Management LLC
N/A
Shares— from 227,939
Change-227,939 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 227,243
Change-227,243 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 225,328
Change-225,328 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 221,231
Change-221,231 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 219,350
Change-219,350 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 208,771
Change-208,771 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 207,522
Change-207,522 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 206,886
Change-206,886 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 203,595
Change-203,595 (-100%)
Value—
Blair William & Co
N/A
Shares— from 202,453
Change-202,453 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 197,157
Change-197,157 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 189,447
Change-189,447 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 188,227
Change-188,227 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 187,812
Change-187,812 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 185,628
Change-185,628 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 180,179
Change-180,179 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 177,682
Change-177,682 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 176,268
Change-176,268 (-100%)
Value—
PCJ Investment Counsel Ltd.
N/A
Shares— from 174,760
Change-174,760 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 174,571
Change-174,571 (-100%)
Value—
Capital International LTD
N/A
Shares— from 167,059
Change-167,059 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 166,260
Change-166,260 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 157,392
Change-157,392 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 156,736
Change-156,736 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 153,426
Change-153,426 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 149,506
Change-149,506 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 146,431
Change-146,431 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 146,164
Change-146,164 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 144,556
Change-144,556 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 143,586
Change-143,586 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 140,325
Change-140,325 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 139,319
Change-139,319 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 137,091
Change-137,091 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 132,041
Change-132,041 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 131,121
Change-131,121 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 128,920
Change-128,920 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 128,478
Change-128,478 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 128,245
Change-128,245 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 119,027
Change-119,027 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 117,123
Change-117,123 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 114,397
Change-114,397 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 112,663
Change-112,663 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 106,500
Change-106,500 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 104,756
Change-104,756 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 104,522
Change-104,522 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 92,095
Change-92,095 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 91,877
Change-91,877 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 91,785
Change-91,785 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 89,700
Change-89,700 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 85,450
Change-85,450 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 85,061
Change-85,061 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 84,875
Change-84,875 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 84,750
Change-84,750 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 84,196
Change-84,196 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 83,866
Change-83,866 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 81,717
Change-81,717 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 80,113
Change-80,113 (-100%)
Value—
&partners
N/A
Shares— from 78,950
Change-78,950 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 77,707
Change-77,707 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 76,815
Change-76,815 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 76,712
Change-76,712 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 72,566
Change-72,566 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 69,812
Change-69,812 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 69,440
Change-69,440 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 69,405
Change-69,405 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 69,050
Change-69,050 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 65,646
Change-65,646 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 64,787
Change-64,787 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 60,559
Change-60,559 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 60,503
Change-60,503 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 59,100
Change-59,100 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 58,678
Change-58,678 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 58,526
Change-58,526 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 58,440
Change-58,440 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 58,072
Change-58,072 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 57,053
Change-57,053 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 55,771
Change-55,771 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 55,399
Change-55,399 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 54,521
Change-54,521 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 54,423
Change-54,423 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 54,266
Change-54,266 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 51,365
Change-51,365 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 50,640
Change-50,640 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 49,107
Change-49,107 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 48,317
Change-48,317 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 47,542
Change-47,542 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 46,873
Change-46,873 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 46,762
Change-46,762 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 46,693
Change-46,693 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 46,637
Change-46,637 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 45,300
Change-45,300 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 43,022
Change-43,022 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 42,779
Change-42,779 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 42,209
Change-42,209 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 40,590
Change-40,590 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 39,859
Change-39,859 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 39,287
Change-39,287 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 39,019
Change-39,019 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 38,902
Change-38,902 (-100%)
Value—
Commerce Bank
N/A
Shares— from 38,505
Change-38,505 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 38,451
Change-38,451 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 38,315
Change-38,315 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 36,222
Change-36,222 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 35,068
Change-35,068 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 34,955
Change-34,955 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 34,302
Change-34,302 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 33,846
Change-33,846 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 33,368
Change-33,368 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 32,021
Change-32,021 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 30,821
Change-30,821 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 30,712
Change-30,712 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 29,310
Change-29,310 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 29,197
Change-29,197 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 29,150
Change-29,150 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 27,723
Change-27,723 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,515
Change-27,515 (-100%)
Value—
Invst, LLC
N/A
Shares— from 27,095
Change-27,095 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 27,007
Change-27,007 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 26,846
Change-26,846 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 25,390
Change-25,390 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 25,194
Change-25,194 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 23,670
Change-23,670 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 23,107
Change-23,107 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 23,092
Change-23,092 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 22,831
Change-22,831 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 22,759
Change-22,759 (-100%)
Value—
Avenir Corp
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 22,061
Change-22,061 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 21,894
Change-21,894 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 21,070
Change-21,070 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,736
Change-20,736 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 20,600
Change-20,600 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,277
Change-20,277 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 19,407
Change-19,407 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 18,995
Change-18,995 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 18,946
Change-18,946 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 18,127
Change-18,127 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 18,082
Change-18,082 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 17,990
Change-17,990 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 17,963
Change-17,963 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 17,828
Change-17,828 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 17,821
Change-17,821 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 17,698
Change-17,698 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 17,157
Change-17,157 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 17,052
Change-17,052 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 16,564
Change-16,564 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 16,540
Change-16,540 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 16,437
Change-16,437 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 16,099
Change-16,099 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 15,750
Change-15,750 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 15,594
Change-15,594 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 15,337
Change-15,337 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 15,037
Change-15,037 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,967
Change-14,967 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 14,950
Change-14,950 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 14,689
Change-14,689 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 14,588
Change-14,588 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 14,381
Change-14,381 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 14,036
Change-14,036 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 13,970
Change-13,970 (-100%)
Value—
Ossiam
N/A
Shares— from 13,806
Change-13,806 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 13,150
Change-13,150 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 13,061
Change-13,061 (-100%)
Value—
Nwam LLC
N/A
Shares— from 12,988
Change-12,988 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,602
Change-12,602 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 12,481
Change-12,481 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 12,321
Change-12,321 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 12,240
Change-12,240 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 12,114
Change-12,114 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 12,001
Change-12,001 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 11,895
Change-11,895 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 11,758
Change-11,758 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 11,706
Change-11,706 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 11,629
Change-11,629 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 11,554
Change-11,554 (-100%)
Value—
EFG International AG
N/A
Shares— from 11,317
Change-11,317 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 11,252
Change-11,252 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,164
Change-11,164 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,028
Change-11,028 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,021
Change-11,021 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 11,013
Change-11,013 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 10,813
Change-10,813 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 10,555
Change-10,555 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 10,381
Change-10,381 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 10,105
Change-10,105 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,047
Change-10,047 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,939
Change-9,939 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 9,845
Change-9,845 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 9,644
Change-9,644 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 9,633
Change-9,633 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,531
Change-9,531 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 9,330
Change-9,330 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 9,228
Change-9,228 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 9,110
Change-9,110 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 9,018
Change-9,018 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 9,009
Change-9,009 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 8,930
Change-8,930 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 8,840
Change-8,840 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 8,781
Change-8,781 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 8,762
Change-8,762 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 8,649
Change-8,649 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 8,612
Change-8,612 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 8,546
Change-8,546 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,064
Change-8,064 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 8,012
Change-8,012 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 7,945
Change-7,945 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 7,938
Change-7,938 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 7,799
Change-7,799 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 7,768
Change-7,768 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
Murchinson Ltd.
N/A
Shares— from 7,638
Change-7,638 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,509
Change-7,509 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Corient IA LP
N/A
Shares— from 7,475
Change-7,475 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,363
Change-7,363 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 7,289
Change-7,289 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 7,061
Change-7,061 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 6,802
Change-6,802 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 6,734
Change-6,734 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 6,688
Change-6,688 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,548
Change-6,548 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,115
Change-6,115 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,020
Change-6,020 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 5,854
Change-5,854 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 5,685
Change-5,685 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 5,504
Change-5,504 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 5,491
Change-5,491 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 5,479
Change-5,479 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 5,428
Change-5,428 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 5,372
Change-5,372 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 5,314
Change-5,314 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 5,217
Change-5,217 (-100%)
Value—
EWA, LLC
N/A
Shares— from 5,142
Change-5,142 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 5,092
Change-5,092 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,034
Change-5,034 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 4,910
Change-4,910 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 4,826
Change-4,826 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 4,813
Change-4,813 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 4,767
Change-4,767 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 4,707
Change-4,707 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,707
Change-4,707 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,691
Change-4,691 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 4,565
Change-4,565 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,395
Change-2,395 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 970
Change-970 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 811
Change-811 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 770
Change-770 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 768
Change-768 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 763
Change-763 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 525
Change-525 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 374
Change-374 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 349
Change-349 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 314
Change-314 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 229
Change-229 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 186
Change-186 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 145
Change-145 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 119
Change-119 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Quarry LP
N/A
Shares— from 11
Change-11 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 9
Change-9 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 3
Change-3 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Principal Financial Group Inc
DECREASED53,996,25555,057,354-1,061,099-2%$2.3B$2.0B-$376.2M2026-11-02
Geode Capital Management, LLC
INCREASED25,020,10822,299,618+2,720,490+12%$970.9M$934.8M-$36.0M2026-11-06
MacKenzie Financial Corp
DECREASED22,772,64924,936,347-2,163,698-9%$1.5B$830.6M-$667.0M2026-11-02
CIBC Asset Management Inc
INCREASED16,630,75115,748,767+881,984+6%$672.3M$608.6M-$63.7M2026-11-05
TD Waterhouse Canada Inc.
INCREASED14,398,93613,903,270+495,666+4%$595.7M$522.7M-$72.9M2026-10-16
Markel Group Inc.
UNCHANGED13,073,60913,073,60900%$556.8M$476.7M-$80.1M2026-10-30
Regents of the University of California
UNCHANGED8,979,2048,979,20400%$382.4M$327.4M-$55.0M2026-10-26
Davenport & Co LLC
DECREASED8,823,3899,666,951-843,562-9%$411.0M$322.5M-$88.5M2026-10-14
Beutel, Goodman & Co Ltd.
INCREASED6,573,5966,186,707+386,889+6%$263.9M$240.4M-$23.5M2026-11-04
Check Capital Management Inc
DECREASED4,854,7148,818,342-3,963,628-45%$375.6M$177.0M-$198.6M2026-11-05
BCV Asset Management Inc.
INCREASED4,033,8663,655,048+378,818+10%$154.2M$148.1M-$6.0M2026-11-06
Barclays PLC
INCREASED3,927,7871,601,235+2,326,552+145%$68.2M$143.2M+$75.0M2026-11-06
Deutsche Bank Ag\
INCREASED3,628,6873,339,870+288,817+9%$142.2M$132.3M-$9.9M2026-11-06
Fenimore Asset Management Inc
DECREASED3,434,6893,459,743-25,054-1%$147.4M$125.2M-$22.1M2026-10-08
Cardinal Capital Management, Inc.
INCREASED3,321,8453,247,627+74,218+2%$138.3M$121.5M-$16.8M2026-10-16
Dimensional Fund Advisors LP
INCREASED3,149,4042,436,233+713,171+29%$103.7M$114.8M+$11.1M2026-11-04
Amundi
DECREASED2,711,1282,767,208-56,080-2%$117.9M$98.8M-$19.0M2026-11-06
Cooke & Bieler LP
DECREASED2,496,7273,477,413-980,686-28%$148.1M$91.0M-$57.1M2026-10-21
AGF Management LTD
DECREASED2,469,9792,607,831-137,852-5%$111.8M$90.6M-$21.2M2026-11-03
M&G Plc
INCREASED2,328,7491,970,431+358,318+18%$84.7M$83.8M-$893.6K2026-11-04
Sather Financial Group Inc
INCREASED2,194,6392,133,348+61,291+3%$90.9M$80.0M-$10.8M2026-10-30
Bank of New York Mellon Corp
INCREASED2,186,9811,891,296+295,685+16%$80.6M$79.7M-$813.0K2026-11-05
Addenda Capital Inc.
DECREASED2,169,4172,179,602-10,1850%$131.9M$112.6M-$19.3M2026-10-13
Mcdonald Capital Investors Inc
DECREASED2,156,4072,437,749-281,342-12%$103.8M$78.6M-$25.2M2026-10-27
Bruni J V & Co
DECREASED2,078,5582,093,766-15,208-1%$89.2M$75.8M-$13.4M2026-11-05
James Hambro & Partners LLP
DECREASED1,654,8572,119,145-464,288-22%$90.3M$60.4M-$29.9M2026-10-19
Pictet Asset Management Holding SA
INCREASED1,373,391982,949+390,442+40%$41.9M$50.2M+$8.3M2026-11-03
Marathon Asset Management Ltd
DECREASED1,306,6771,705,303-398,626-23%$72.7M$47.8M-$24.9M2026-10-26
Citigroup Inc
INCREASED1,297,651569,564+728,087+128%$24.3M$47.5M+$23.2M2026-11-04
Baskin Financial Services Inc.
DECREASED1,262,5471,286,021-23,474-2%$54.8M$46.0M-$8.8M2026-10-19
Florida Trust Wealth Management Co
DECREASED1,150,0151,162,657-12,642-1%$49.5M$41.9M-$7.6M2026-11-05
Eubel Brady & Suttman Asset Management Inc
INCREASED1,017,853927,451+90,402+10%$39.5M$37.1M-$2.4M2026-11-04
New South Capital Management Inc
DECREASED992,5331,213,489-220,956-18%$51.7M$36.2M-$15.5M2026-11-05
Barr E S & Co
DECREASED887,524898,434-10,910-1%$38.3M$32.4M-$5.9M2026-11-06
QV Investors Inc.
INCREASED861,190649,449+211,741+33%$27.7M$31.5M+$3.8M2026-10-20
Creative Planning
DECREASED840,087885,994-45,907-5%$37.7M$30.6M-$7.1M2026-11-02
Oak Grove Capital LLC
INCREASED835,459725,859+109,600+15%$30.9M$30.5M-$453.5K2026-10-09
Private Management Group Inc
DECREASED735,094738,478-3,3840%$31.5M$26.8M-$4.7M2026-11-04
Russell Investments Group, Ltd.
INCREASED716,309673,654+42,655+6%$28.7M$26.2M-$2.5M2026-11-06
Smith Salley Wealth Management
INCREASED664,720648,145+16,575+3%$27.6M$24.2M-$3.4M2026-11-03
Obermeyer Wealth Partners
INCREASED662,416642,466+19,950+3%$27.4M$24.2M-$3.2M2026-10-21
Maestria Partners LLC
UNCHANGED609,896609,89600%$26.0M$22.2M-$3.7M2026-10-22
LPL Financial LLC
INCREASED546,227481,772+64,455+13%$20.5M$19.9M-$603.2K2026-11-06
Factory Mutual Insurance Co
INCREASED544,500476,550+67,950+14%$20.3M$19.9M-$443.8K2026-10-30
Williams Jones Wealth Management, Llc.
DECREASED526,028609,548-83,520-14%$26.0M$19.2M-$6.8M2026-11-05
Mraz, Amerine & Associates, Inc.
INCREASED516,953466,698+50,255+11%$19.9M$18.8M-$1.0M2026-10-30
Intact Investment Management Inc.
INCREASED502,435398,225+104,210+26%$17.0M$18.3M+$1.3M2026-11-03
DekaBank Deutsche Girozentrale
INCREASED481,750244,684+237,066+97%$9.4K$17.6M+$17.6M2026-10-27
Pictet North America Advisors SA
INCREASED476,251464,597+11,654+3%$19.8M$17.4M-$2.4M2026-10-21
Chemistry Wealth Management LLC
INCREASED452,459445,436+7,023+2%$19.0M$16.5M-$2.5M2026-10-16
DE Burlo Group Inc
INCREASED449,400447,100+2,300+1%$19.0M$16.4M-$2.7M2026-11-05
Guardian Partners Inc.
DECREASED439,672455,054-15,382-3%$19.4M$16.2M-$3.2M2026-10-21
Morguard Lincluden Global Investments Ltd
DECREASED430,620439,774-9,154-2%$26.6K$22.4K-$4.3K2026-10-28
Nykredit A/S
INCREASED422,375415,875+6,500+2%$17.7M$15.4M-$2.3M2026-11-06
Chicago Partners Investment Group LLC
INCREASED395,847392,282+3,565+1%$16.2M$15.0M-$1.1M2026-10-27
Bellecapital International Ltd.
INCREASED349,999346,112+3,887+1%$14.7M$12.9M-$1.9M2026-10-21
Asset Management Advisors, LLC
DECREASED344,075345,500-1,4250%$14.7M$12.5M-$2.2M2026-10-26
Louisbourg Investments Inc.
INCREASED310,924269,568+41,356+15%$11.5M$11.4M-$100.9K2026-10-20
Fiera Capital Corp
DECREASED291,704371,358-79,654-21%$15.8M$10.7M-$5.1M2026-11-06
Culbertson A N & Co Inc
INCREASED290,719209,496+81,223+39%$8.9M$10.6M+$1.7M2026-10-21
Live Oak Private Wealth LLC
DECREASED276,255300,061-23,806-8%$12.8M$10.1M-$2.7M2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED274,560282,560-8,000-3%$12.1M$10.1M-$1.9M2026-10-19
Kirr Marbach & Co LLC
DECREASED270,691273,493-2,802-1%$11.6M$9.9M-$1.8M2026-10-20
PNC Financial Services Group, Inc.
INCREASED269,817263,521+6,296+2%$11.2M$9.8M-$1.4M2026-11-06
Luma Capital S.A. - SPF
NEW269,562—+269,562——$9.8M—2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED263,425259,625+3,800+1%$11.1M$9.6M-$1.4M2026-11-02
Blue Zone Wealth Advisors, LLC
INCREASED258,454257,967+487+0%$11.0M$9.4M-$1.6M2026-10-19
Maryland State Retirement & Pension System
INCREASED248,197247,515+682+0%$10.5M$9.1M-$1.4M2026-11-05
Parkside Investments, LLC
DECREASED237,788243,136-5,348-2%$10.4M$8.7M-$1.7M2026-10-20
Ervin Investment Management, LLC
INCREASED232,785232,348+437+0%$9.9M$8.5M-$1.4M2026-10-23
Avanza Fonder AB
INCREASED184,731160,199+24,532+15%$9.7M$9.6M-$102.4K2026-10-13
Truist Financial Corp
INCREASED184,641179,020+5,621+3%$7.6M$6.7M-$892.5K2026-10-30
Lorne Steinberg Wealth Management Inc.
INCREASED184,334180,569+3,765+2%$7.7M$6.7M-$975.7K2026-10-23
Sowell Financial Services LLC
INCREASED184,147122,009+62,138+51%$5.2M$6.7M+$1.5M2026-10-23
Swiss Life Asset Management Ltd
DECREASED182,103186,086-3,983-2%$7.9M$6.7M-$1.3M2026-11-03
Blue Sky Capital Consultants Group, Inc.
DECREASED177,079185,412-8,333-4%$7.9M$6.5M-$1.4M2026-10-13
Lawson Kroeker Investment Management Inc
INCREASED170,264151,867+18,397+12%$6.5M$6.2M-$260.2K2026-10-22
Pacifica Partners Inc.
DECREASED169,335169,482-1470%$7.4M$6.1M-$1.2M2026-10-09
Lipe & Dalton
INCREASED165,381164,830+551+0%$7.0M$6.0M-$990.0K2026-10-15
HB Wealth Management, LLC
INCREASED162,040156,576+5,464+3%$6.7M$5.9M-$760.6K2026-10-23
Triangle Securities Wealth Management
INCREASED161,419157,329+4,090+3%$6.7M$5.9M-$815.3K2026-10-14
State of New Jersey Common Pension Fund D
UNCHANGED158,751158,75100%$6.8M$5.8M-$973.1K2026-11-05
Gulf International Bank (UK) Ltd
UNCHANGED156,693156,69300%$6.7M$5.7M-$962.0K2026-10-20
Gold Investment Management Ltd.
INCREASED156,232151,757+4,475+3%$6.5M$5.7M-$772.3K2026-10-19
Burkett Asset Management Ltd
INCREASED149,864127,049+22,815+18%$5.4M$5.5M+$74.1K2026-10-13
LEE Danner & Bass Inc
DECREASED142,248148,998-6,750-5%$6.3M$5.2M-$1.2M2026-10-27
Walleye Partners, LLC
INCREASED140,381134,192+6,189+5%$5.7M$5.1M-$596.9K2026-10-13
US Bancorp \de\
DECREASED138,872140,055-1,183-1%$6.0M$5.1M-$901.7K2026-11-05
Schwartz Investment Counsel Inc
INCREASED120,173107,719+12,454+12%$4.6M$4.4M-$206.2K2026-10-26
Midway Capital Research & Management
INCREASED119,133118,064+1,069+1%$5.0M$4.3M-$684.8K2026-10-20
Waterfront Wealth Inc.
INCREASED114,122112,951+1,171+1%$4.9M$4.3M-$674.0K2026-11-03
Oppenheimer Asset Management Inc.
DECREASED111,283136,727-25,444-19%$5.8M$4.1M-$1.8M2026-10-27
Oppenheimer & Co Inc
INCREASED108,942106,012+2,930+3%$4.5M$4.0M-$543.0K2026-10-26
Lido Advisors, LLC
INCREASED108,70298,051+10,651+11%$4.2M$4.0M-$212.7K2026-11-04
Magnolia Group, LLC
NEW104,500—+104,500——$3.8M—2026-11-05
Thrivent Financial for Lutherans
DECREASED104,439143,641-39,202-27%$6.1M$3.8M-$2.3M2026-11-05
Commonwealth Equity Services, LLC
DECREASED100,762121,639-20,877-17%$5.2M$3.7M-$1.5M2026-11-02
Blue Fin Capital, Inc.
INCREASED98,13597,010+1,125+1%$4.1M$3.6M-$553.7K2026-10-28
Guardian Wealth Management, Inc.
INCREASED96,46195,374+1,087+1%$4.1M$3.5M-$545.0K2026-10-30
Generali Asset Management SPA SGR
INCREASED95,64395,412+231+0%$5.8M$5.0M-$807.6K2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED92,249122,466-30,217-25%$5.2M$3.4M-$1.9M2026-10-22
Epiq Partners, LLC
INCREASED91,72591,622+103+0%$3.9M$3.3M-$557.9K2026-10-07
Pembroke Management, LTD
INCREASED91,65220,648+71,004+344%$879.4K$3.3M+$2.5M2026-10-21
Prescott Group Capital Management, L.L.C.
UNCHANGED90,00090,00000%$3.8M$3.3M-$551.7K2026-10-30
Natixis
INCREASED89,52379,758+9,765+12%$3.4M$3.3M-$132.9K2026-11-06
Banque Pictet & CIE SA
NEW85,193—+85,193——$3.1M—2026-10-16
Chicago Capital, LLC
DECREASED84,54484,844-3000%$3.6M$3.1M-$531.0K2026-10-13
St. Louis Trust Co
UNCHANGED76,86676,86600%$1.4M$2.8M+$1.4M2026-11-03
Jamison Private Wealth Management, Inc.
INCREASED76,36476,191+173+0%$3.3M$2.9M-$366.7K2026-10-14
Ritholtz Wealth Management
DECREASED75,27675,917-641-1%$3.2M$2.7M-$488.7K2026-11-05
Gateway Investment Advisers LLC
DECREASED73,23376,176-2,943-4%$3.2M$2.7M-$574.3K2026-10-13
Carnegie Lake Advisors LLC
UNCHANGED72,80972,80900%$3.1M$2.7M-$446.3K2026-11-06
UniSuper Management Pty Ltd
INCREASED70,46054,160+16,300+30%$3.3M$3.7M+$381.1K2026-10-26
Vise Technologies, Inc.
INCREASED70,39467,935+2,459+4%$2.9M$2.6M-$326.8K2026-10-29
Sky Investment Group LLC
NEW69,665—+69,665——$2.5M—2026-10-30
Salvus Wealth Management, LLC
INCREASED68,85368,596+257+0%$2.9M$2.5M-$411.1K2026-10-13
Capricorn Fund Managers Ltd
UNCHANGED67,50067,50000%$2.9M$2.5M-$413.8K2026-11-03
ASO Group Ltd
DECREASED63,786135,543-71,757-53%$5.8M$2.3M-$3.4M2026-11-05
CenterBook Partners LP
INCREASED63,69011,966+51,724+432%$509.6K$2.3M+$1.8M2026-11-02
Achmea Investment Management B.V.
NEW63,077—+63,077——$2.3M—2026-10-30
Atria Investments, Inc
INCREASED62,38852,128+10,260+20%$2.2M$2.3M+$54.6K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED62,20065,709-3,509-5%$2.8M$2.3M-$530.7K2026-11-06
Syquant Capital SAS
NEW62,070—+62,070——$2.2M—2026-10-20
Carmel Capital Partners, LLC
DECREASED61,13969,851-8,712-12%$3.0M$2.2M-$745.8K2026-11-03
Buttonwood Financial Advisors Inc.
DECREASED60,27874,143-13,865-19%$3.2M$2.2M-$960.0K2026-10-13
Herold Advisors, Inc.
DECREASED60,04962,014-1,965-3%$2.6M$2.2M-$448.8K2026-10-19
Value Partners Investments Inc.
INCREASED59,53656,554+2,982+5%$2.4M$2.2M-$229.5K2026-10-19
Davidson Kahn Capital Management, LLC
DECREASED59,18585,583-26,398-31%$3.6M$2.2M-$1.5M2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED58,58061,481-2,901-5%$2.7M$2.2M-$534.6K2026-10-13
Manitou Investment Management Ltd.
DECREASED57,559126,445-68,886-54%$5.4M$2.1M-$3.3M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED57,33047,684+9,646+20%$2.0M$2.1M+$59.4K2026-10-16
Sage Investment Counsel LLC
INCREASED56,07855,478+600+1%$2.4M$2.0M-$318.2K2026-10-26
Park Avenue Securities LLC
INCREASED56,04854,893+1,155+2%$2.3M$2.1M-$291.0K2026-10-26
Tritonpoint Wealth, LLC
DECREASED55,11257,388-2,276-4%$2.4M$2.0M-$434.8K2026-10-19
Assenagon Asset Management S.A.
DECREASED54,85555,801-946-2%$2.4M$2.0M-$357.6K2026-10-15
Tandem Capital Management Corp
DECREASED54,68655,537-851-2%$2.4M$2.0M-$371.5K2026-10-22
Everett Harris & Co
UNCHANGED54,34254,34200%$2.3M$2.0M-$333.1K2026-10-28
Sava Infond d.o.o.
DECREASED53,70056,980-3,280-6%$2.4M$2.0M-$468.9K2026-10-28
Third View Private Wealth, LLC
DECREASED53,58765,669-12,082-18%$2.8M$2.0M-$843.1K2026-10-30
MGO One Seven LLC
DECREASED53,49962,979-9,480-15%$2.7M$2.0M-$731.7K2026-10-28
Eleva Capital SAS
NEW51,719—+51,719——$1.9M—2026-10-06
Radnor Capital Management, LLC
UNCHANGED51,13651,13600%$2.2M$1.9M-$313.5K2026-10-23
Rhodes Investment Advisors Inc
DECREASED51,05254,106-3,054-6%$2.3M$1.9M-$443.0K2026-10-07
Cardinal Point Capital Management ULC
DECREASED50,99752,006-1,009-2%$2.2M$1.9M-$348.4K2026-10-21
Apollon Wealth Management, LLC
DECREASED50,43051,841-1,411-3%$2.2M$1.8M-$369.2K2026-10-23
Schneider Downs Wealth Management Advisors, LP
INCREASED49,02248,234+788+2%$2.1M$1.8M-$266.9K2026-10-27
Quadrant Capital Group LLC
DECREASED48,12150,414-2,293-5%$2.1M$1.8M-$382.5K2026-10-20
Koa Wealth Management, LLC
DECREASED47,51948,395-876-2%$2.1M$1.7M-$328.6K2026-10-14
Bingham Private Wealth, LLC
INCREASED47,13442,554+4,580+11%$1.8M$1.7M-$93.9K2026-11-05
Bond & Devick Financial Network, Inc.
UNCHANGED46,20046,20000%$2.0M$1.7M-$283.2K2026-10-23
Ashton Thomas Securities, LLC
DECREASED45,99053,346-7,356-14%$2.3M$1.7M-$592.3K2026-10-26
Rinkey Investments
UNCHANGED42,54742,54700%$1.8M$1.6M-$260.8K2026-10-28
Northwest Financial Advisors
DECREASED42,23546,152-3,917-8%$2.0M$1.5M-$425.7K2026-10-27
Trust Co of Vermont
DECREASED40,34842,372-2,024-5%$1.8M$1.5M-$333.5K2026-10-21
Parsons Capital Management Inc
DECREASED40,22341,423-1,200-3%$1.8M$1.5M-$297.7K2026-10-28
Crossmark Global Holdings, Inc.
DECREASED39,58743,606-4,019-9%$1.9M$1.4M-$413.8K2026-10-21
C WorldWide Group Holding A/S
INCREASED39,58415,567+24,017+154%$663.0K$1.4M+$780.0K2026-11-04
TT Capital Management LLC
INCREASED39,30027,100+12,200+45%$1.2M$1.4M+$278.7K2026-10-15
Lester Murray Antman dba SimplyRich
UNCHANGED35,35135,35100%$1.5M$1.3M-$216.1K2026-11-06
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED35,19642,221-7,025-17%$1.8M$1.3M-$514.9K2026-11-03
Candriam S.C.A.
UNCHANGED35,02635,02600%$1.5M$1.3M-$206.8K2026-11-03
GAM Holding AG
DECREASED33,50035,000-1,500-4%$1.5M$1.2M-$257.8K2026-11-03
Signaturefd, LLC
INCREASED33,45932,949+510+2%$1.4M$1.2M-$183.4K2026-10-23
Portside Wealth Group, LLC
INCREASED33,19631,095+2,101+7%$1.3M$1.2M-$114.0K2026-10-20
AIA Group Ltd
DECREASED32,88850,425-17,537-35%$2.1M$1.2M-$948.5K2026-10-30
Norden Group LLC
INCREASED32,20032,190+10+0%$1.4M$1.2M-$197.0K2026-10-20
Hendershot Investments Inc.
UNCHANGED32,17832,17800%$1.4M$1.2M-$197.3K2026-11-05
Kestra Advisory Services, LLC
INCREASED31,67527,289+4,386+16%$1.2M$1.2M-$7.4K2026-11-02
Washington Trust Advisors, Inc.
DECREASED31,03731,442-405-1%$1.3M$1.1M-$207.5K2026-10-22
Clifford Swan Investment Counsel LLC
DECREASED31,00032,100-1,100-3%$1.4M$1.1M-$236.9K2026-11-05
Heritage Investors Management Corp
UNCHANGED30,43330,43300%$1.3M$1.1M-$186.0K2026-10-29
Phraction Management LLC
UNCHANGED30,17230,17200%$1.3M$1.1M-$185.0K2026-10-14
Segment Wealth Management, LLC
INCREASED29,77426,977+2,797+10%$1.1M$1.1M-$63.4K2026-10-26
Montrusco Bolton Investments Inc.
DECREASED29,70488,242-58,538-66%$3.8M$1.1M-$2.7M2026-10-13
HUB Investment Partners, LLC
INCREASED28,97921,911+7,068+32%$933.2K$1.1M+$123.4K2026-11-03
Lanark Financial, Inc.
INCREASED28,79526,541+2,254+8%$1.1M$1.0M-$80.5K2026-10-26
Boston Trust Walden Corp
UNCHANGED28,10528,10500%$1.2M$1.0M-$172.3K2026-10-30
Compound Planning, Inc.
DECREASED27,93228,181-249-1%$1.2M$1.0M-$181.8K2026-11-05
Citizens Financial Group Inc
DECREASED27,55853,145-25,587-48%$2.3M$1.0M-$1.3M2026-10-23
Compass Ion Advisors, LLC
UNCHANGED27,54627,54600%$1.2M$1.0M-$153.4K2026-10-23
Keybank National Association
INCREASED27,03326,447+586+2%$1.1M$985.6K-$140.8K2026-11-04
Avior Wealth Management, LLC
INCREASED25,22221,103+4,119+20%$898.8K$919.6K+$20.8K2026-10-13
Legal Advantage Investments, Inc.
INCREASED25,00010,000+15,000+150%$425.9K$911.5K+$485.6K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED24,50324,467+36+0%$1.0M$893.4K-$148.7K2026-10-16
Clearstead Trust, LLC
UNCHANGED24,12124,12100%$1.0M$879.5K-$147.9K2026-11-06
Choreo, LLC
INCREASED23,46721,314+2,153+10%$930.7K$884.1K-$46.6K2026-10-28
Leonteq Securities AG
INCREASED22,89122,028+863+4%$952.7K$849.8K-$102.8K2026-10-29
Crestwood Advisors Group, LLC
DECREASED22,77922,830-510%$972.3K$830.5K-$141.8K2026-10-27
Fisher Asset Management, LLC
DECREASED22,23222,639-407-2%$964.2K$810.6K-$153.6K2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED22,15921,791+368+2%$928.7K$809.1K-$119.5K2026-11-05
Allworth Financial LP
INCREASED20,74319,491+1,252+6%$830.1K$883.5K+$53.3K2026-11-06
Marks Group Wealth Management, Inc
INCREASED20,65618,150+2,506+14%$773.0K$753.1K-$19.9K2026-11-05
TritonPoint Partners, LLC
DECREASED20,28857,388-37,100-65%$2.4M$739.7K-$1.7M2026-11-05
Formuepleje A/S
NEW20,248—+20,248——$1.1M—2026-10-15
Cornerstone Advisory, LLC
DECREASED19,20120,012-811-4%$852.3K$700.1K-$152.2K2026-11-06
Gamma Investing LLC
INCREASED18,54610,501+8,045+77%$447.2K$676.2K+$228.9K2026-10-08
Lincoln Capital LLC
INCREASED18,39618,278+118+1%$778.4K$670.8K-$107.7K2026-10-09
Lakewood Asset Management LLC
DECREASED18,34920,449-2,100-10%$870.9K$669.0K-$201.9K2026-10-26
Fideuram Asset Management (Ireland) dac
DECREASED18,01966,933-48,914-73%$4.2M$992.9K-$3.2M2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED17,75717,530+227+1%$746.6K$647.4K-$99.2K2026-10-21
XXI Wealth, LLC
INCREASED17,34616,057+1,289+8%$683.9K$632.4K-$51.4K2026-10-22
Journey Retirement Planning & Investment Management LLC
INCREASED16,55614,313+2,243+16%$609.6K$603.7K-$5.9K2026-10-09
Institute for Wealth Management, Llc.
INCREASED16,5348,654+7,880+91%$368.6K$602.8K+$234.3K2026-11-06
Farther Finance Advisors, LLC
INCREASED16,46613,327+3,139+24%$567.4K$600.4K+$32.9K2026-10-08
First Pacific Financial
INCREASED16,42215,888+534+3%$676.7K$598.7K-$77.9K2026-10-14
Verdence Capital Advisors LLC
INCREASED16,15215,133+1,019+7%$644.5K$588.9K-$55.6K2026-10-26
Daiwa Securities Group Inc.
INCREASED16,0308,580+7,450+87%$365.4K$584.5K+$219.0K2026-10-29
Caitong International Asset Management Co., Ltd
INCREASED15,8946,251+9,643+154%$266.2K$579.5K+$313.3K2026-10-29
RMR Wealth Builders
NEW15,755—+15,755——$575.5K—2026-10-22
Flagship Harbor Advisors, LLC
INCREASED15,38812,781+2,607+20%$544.4K$561.0K+$16.7K2026-10-26
Kraematon Investment Advisors, Inc
INCREASED15,30815,303+5+0%$651.8K$558.1K-$93.6K2026-11-02
Glenview Trust Co
INCREASED15,15915,007+152+1%$639.1K$552.7K-$86.5K2026-10-28
Hurlow Wealth Management Group, Inc.
DECREASED14,81618,338-3,522-19%$781.0K$540.2K-$240.8K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED14,67314,448+225+2%$615.3K$535.0K-$80.4K2026-10-27
SmartHarvest Portfolios, LLC
INCREASED14,60414,562+42+0%$620.2K$532.4K-$87.7K2026-10-26
Mattern Wealth Management LLC
UNCHANGED14,48314,48300%$616.8K$528.1K-$88.8K2026-11-04
Douglas Lane & Associates, LLC
DECREASED14,39714,472-75-1%$616.4K$524.9K-$91.4K2026-10-09
Wilmington Savings Fund Society, FSB
INCREASED14,27713,556+721+5%$577.4K$520.5K-$56.8K2026-10-23
Cordoba Advisory Partners LLC
UNCHANGED14,23514,23500%$605.8K$519.9K-$85.9K2026-10-19
Rubicon Advisors, GP
DECREASED14,08015,037-957-6%$640.4K$513.4K-$127.1K2026-10-23
Foster Victor Wealth Advisors, LLC
INCREASED14,02712,236+1,791+15%$534.2K$511.4K-$22.8K2026-10-21
Financial Perspectives, Inc
UNCHANGED14,01414,01400%$596.8K$511.0K-$85.9K2026-11-03
Regions Financial Corp
DECREASED13,87026,514-12,644-48%$1.1M$505.7K-$623.5K2026-11-05
Simon Quick Advisors, LLC
DECREASED13,84713,899-520%$592.7K$506.1K-$86.6K2026-10-26
Ethic Inc.
INCREASED13,57412,850+724+6%$547.3K$494.9K-$52.4K2026-11-03
Accuvest Global Advisors
DECREASED13,55514,622-1,067-7%$623.0K$494.0K-$129.0K2026-11-04
Quadcap Wealth Management, LLC
DECREASED13,52814,212-684-5%$605.3K$493.2K-$112.1K2026-11-02
Wolverine Asset Management LLC
UNCHANGED13,49213,49200%$574.6K$491.9K-$82.7K2026-11-02
Moors & Cabot, Inc.
DECREASED13,47013,970-500-4%$595.0K$491.1K-$103.9K2026-11-06
Merit Financial Group, LLC
DECREASED13,38513,436-510%$572.2K$488.0K-$84.2K2026-11-06
Cidel Asset Management Inc
DECREASED13,29413,756-462-3%$586.7K$486.2K-$100.5K2026-10-29
Central Pacific Bank - Trust Division
INCREASED12,95011,800+1,150+10%$502.6K$472.2K-$30.4K2026-10-06
TBH Global Asset Management, LLC
INCREASED12,75112,505+246+2%$532.6K$464.9K-$67.7K2026-11-03
Bailard, Inc.
UNCHANGED12,62512,62500%$537.7K$460.3K-$77.4K2026-10-13
Birchwood Financial Partners, Inc.
UNCHANGED12,52812,52800%$533.6K$456.8K-$76.8K2026-11-02
Diversify Wealth Management, LLC
INCREASED12,24711,225+1,022+9%$472.3K$450.8K-$21.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED12,24711,225+1,022+9%$472.3K$450.8K-$21.5K2026-10-20
CRA Financial Services, LLC
INCREASED12,17512,150+25+0%$517.5K$443.9K-$73.6K2026-10-16
Brighton Jones LLC
DECREASED11,83012,981-1,151-9%$552.9K$431.3K-$121.5K2026-11-03
4J Wealth Management LLC
DECREASED11,73412,011-277-2%$511.5K$427.8K-$83.7K2026-11-02
Genus Capital Management Inc.
UNCHANGED11,71911,71900%$499.8K$428.6K-$71.3K2026-11-04
Banque de Luxembourg S.A.
NEW11,550—+11,550——$421.4K—2026-10-14
Carbahal Olsen Financial Services Group, LLC
UNCHANGED11,44311,44300%$487.4K$417.2K-$70.1K2026-11-05
Valen Private Capital, LLC
NEW11,417—+11,417——$416.3K—2026-10-23
Rochester Wealth Strategies, LLC
UNCHANGED11,40011,40000%$485.5K$415.6K-$69.9K2026-11-03
Oslo Pensjonsforsikring AS
INCREASED11,0508,850+2,200+25%$377.4K$404.2K+$26.7K2026-10-15
Legacy Private Trust Co.
UNCHANGED11,04011,04000%$470.2K$402.5K-$67.7K2026-10-06
Axxion S.A.
UNCHANGED11,02011,02000%$469.3K$406.3K-$63.0K2026-10-22
Integrity Alliance, Llc.
DECREASED10,84211,912-1,070-9%$507.4K$395.3K-$112.0K2026-10-29
Tenon Financial LLC
UNCHANGED10,81210,81200%$460.5K$394.2K-$66.3K2026-10-14
Savant Capital, LLC
INCREASED10,7727,542+3,230+43%$321.2K$392.7K+$71.5K2026-11-06
Cross Staff Investments Inc
DECREASED10,73610,935-199-2%$465.7K$391.4K-$74.3K2026-10-22
AlphaCore Capital LLC
INCREASED10,6805,016+5,664+113%$213.6K$390.0K+$176.4K2026-11-04
Summit Asset Management, LLC
NEW10,665—+10,665——$388.8K—2026-11-05
Pinnacle Associates LTD
INCREASED10,6189,976+642+6%$424.9K$387.1K-$37.7K2026-10-20
Axxcess Wealth Management, LLC
INCREASED10,5624,788+5,774+121%$203.9K$385.1K+$181.2K2026-10-21
Trust Co of Oklahoma
UNCHANGED10,50010,50000%$447.2K$382.8K-$64.4K2026-10-15
Tactive Advisors, LLC
INCREASED10,4669,829+637+6%$418.6K$381.6K-$37.0K2026-10-08
Hanson & Doremus Investment Management
UNCHANGED10,42610,42600%$444.0K$380.0K-$64.0K2026-10-16
Daymark Wealth Partners, LLC
INCREASED10,3369,731+605+6%$414.5K$376.9K-$37.6K2026-11-04
Clearstead Advisors, LLC
INCREASED10,2579,903+354+4%$421.8K$374.0K-$47.8K2026-11-06
Valeo Financial Advisors, LLC
INCREASED10,0356,193+3,842+62%$263.8K$365.9K+$102.1K2026-10-08
River Street Advisors LLC
INCREASED9,9929,649+343+4%$411.0K$364.3K-$46.6K2026-10-22
Poehling Capital Management, Inc.
NEW9,895—+9,895——$360.8K—2026-10-20
Heartwood Wealth Advisors LLC
INCREASED9,8739,178+695+8%$391.5K$361.1K-$30.4K2026-10-05
Provenance Wealth Advisors, LLC
INCREASED9,8156,071+3,744+62%$258.6K$357.9K+$99.3K2026-10-30
Greenleaf Trust
DECREASED9,66110,104-443-4%$430.3K$352.2K-$78.1K2026-10-29
Tran Capital Management, L.P.
NEW9,585—+9,585——$349.5K—2026-10-19
Gibbs Wealth Management
INCREASED9,4558,723+732+8%$371.5K$344.7K-$26.8K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED9,44811,049-1,601-14%$470.6K$344.5K-$126.1K2026-11-05
Prospera Financial Services Inc
INCREASED9,3539,241+112+1%$393.7K$367.4K-$26.3K2026-11-04
Cassaday & Co Wealth Management LLC
UNCHANGED9,3249,32400%$397.7K$341.0K-$56.7K2026-10-27
Bryn Mawr Trust Advisors, LLC
INCREASED9,2499,074+175+2%$386.5K$337.2K-$49.2K2026-11-04
PDS Planning, Inc
INCREASED9,2048,926+278+3%$380.2K$335.6K-$44.6K2026-11-03
Moody Lynn Lieberson & Walker, LLC
UNCHANGED9,2009,20000%$391.8K$335.4K-$56.4K2026-10-14
Catalyst Financial Partners LLC
DECREASED9,1489,351-203-2%$398.3K$333.5K-$64.7K2026-11-06
Viewpoint Investment Partners Corp
UNCHANGED9,1439,14300%$388.4K$332.8K-$55.6K2026-10-26
Aprio Wealth Management, LLC
DECREASED8,9619,295-334-4%$395.9K$326.7K-$69.2K2026-10-28
Meadow Creek Wealth Advisors LLC
INCREASED8,9567,575+1,381+18%$322.6K$326.6K+$3.9K2026-11-02
Nicholas Hoffman & Company, Llc.
DECREASED8,9349,942-1,008-10%$423.4K$325.7K-$97.7K2026-10-30
Cortland Associates Inc
UNCHANGED8,8518,85100%$377.0K$323.0K-$54.0K2026-10-29
Tred Avon Family Wealth, LLC
UNCHANGED8,6858,68500%$369.9K$316.7K-$53.2K2026-10-20
V-Square Quantitative Management LLC
UNCHANGED8,6418,64100%$368.0K$315.1K-$53.0K2026-10-15
Trust Point Inc.
UNCHANGED8,5788,57800%$365.3K$312.8K-$52.6K2026-10-27
AMG National Trust Bank
INCREASED8,4108,346+64+1%$355.5K$306.6K-$48.8K2026-11-05
Legacy Advisors, LLC
DECREASED8,3949,161-767-8%$390.5K$306.7K-$83.8K2026-10-19
Baker Avenue Asset Management, LP
DECREASED8,3849,115-731-8%$388.2K$305.7K-$82.5K2026-11-06
Essex Bank
INCREASED8,3448,308+36+0%$353.8K$304.1K-$49.7K2026-10-16
UMB Bank, n.a.
DECREASED8,31910,373-2,054-20%$441.8K$303.3K-$138.5K2026-11-06
Net Worth Advisory Group
INCREASED8,3097,121+1,188+17%$303.3K$303.6K+$3522026-10-20
Vontobel Holding Ltd.
DECREASED8,30519,812-11,507-58%$844.4K$303.0K-$541.4K2026-10-16
R Squared Ltd
NEW8,243—+8,243——$300.5K—2026-11-06
Walker Asset Management, LLC
UNCHANGED8,1528,15200%$347.2K$297.2K-$50.0K2026-10-13
CV Advisors LLC
UNCHANGED8,1008,10000%$345.0K$295.3K-$49.7K2026-10-13
Gould Asset Management LLC
DECREASED7,9368,834-898-10%$376.2K$289.3K-$86.9K2026-11-06
SeaBridge Investment Advisors LLC
NEW7,880—+7,880——$287.3K—2026-11-02
Americana Partners, LLC
DECREASED7,8708,274-404-5%$352.4K$286.9K-$65.4K2026-10-28
Farmers & Merchants Investments Inc
INCREASED7,8677,846+21+0%$334.2K$286.8K-$47.3K2026-10-22
Guerra PAN Advisors, LLC
DECREASED7,8518,370-519-6%$356.5K$286.2K-$70.2K2026-10-26
Autumn Glory Partners, LLC
UNCHANGED7,8357,83500%$333.7K$285.7K-$48.0K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED7,8135,813+2,000+34%$248.0K$285.8K+$37.8K2026-11-03
Dynamic Advisor Solutions LLC
INCREASED7,7174,792+2,925+61%$204.1K$281.4K+$77.3K2026-10-13
Capital Investment Advisory Services, LLC
DECREASED7,7047,744-40-1%$329.8K$280.9K-$48.9K2026-10-30
Newman Dignan & Sheerar, Inc.
UNCHANGED7,6977,69700%$327.8K$280.6K-$47.2K2026-10-21
Sagespring Wealth Partners, LLC
DECREASED7,6608,503-843-10%$362.2K$279.3K-$82.9K2026-10-22
Ascent Group, LLC
DECREASED7,5227,953-431-5%$338.7K$274.3K-$64.5K2026-10-30
Joel Isaacson & Co., LLC
UNCHANGED7,4587,45800%$317.6K$271.9K-$45.7K2026-11-05
Financial Security Advisor, Inc.
UNCHANGED7,4517,45100%$317.3K$271.7K-$45.7K2026-11-03
Firethorn Wealth Partners, LLC
DECREASED7,4097,521-112-1%$320.3K$270.1K-$50.2K2026-10-14
Chickasaw Capital Management LLC
NEW6,981—+6,981——$254.5K—2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED6,9216,543+378+6%$279.9K$252.9K-$27.0K2026-11-04
Greenspring Advisors, LLC
NEW6,875—+6,875——$250.7K—2026-11-05
Verity & Verity, LLC
UNCHANGED6,8406,84000%$291.3K$249.4K-$41.9K2026-10-23
Appleton Partners Inc
DECREASED6,7876,789-20%$289.0K$247.0K-$42.0K2026-10-30
New England Professional Planning Group Inc.
UNCHANGED6,7506,75000%$287.5K$246.1K-$41.4K2026-10-29
Modera Wealth Management, LLC
INCREASED6,7376,415+322+5%$273.2K$245.6K-$27.6K2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED6,7346,327+407+6%$269.5K$245.5K-$23.9K2026-10-22
Alliance Wealth Advisors, LLC
INCREASED6,7126,563+149+2%$279.5K$244.7K-$34.8K2026-10-28
Falcon Wealth Planning
INCREASED6,6626,124+538+9%$260.8K$242.9K-$17.9K2026-11-06
Sovran Advisors, LLC
DECREASED6,5346,639-105-2%$281.3K$258.1K-$23.2K2026-11-02
Washburn Capital Management, Inc.
UNCHANGED6,5256,52500%$277.9K$237.9K-$40.0K2026-10-19
Kathmere Capital Management, LLC
DECREASED6,4519,505-3,054-32%$404.8K$235.2K-$169.6K2026-10-20
Pittenger & Anderson Inc
DECREASED6,4426,478-36-1%$275.9K$234.9K-$41.0K2026-11-02
Hikari Power Ltd
UNCHANGED6,1506,15000%$262.0K$224.0K-$38.0K2026-10-30
Income Insurance Ltd
UNCHANGED6,0886,08800%$259.7K$222.6K-$37.0K2026-10-21
Fifth Third Bancorp
INCREASED6,0604,189+1,871+45%$178.4K$220.9K+$42.5K2026-11-05
Wedmont Private Capital
INCREASED5,9725,864+108+2%$256.4K$219.6K-$36.8K2026-10-09
Clear Wave Wealth Management LLC
UNCHANGED5,9055,90500%$251.5K$215.3K-$36.2K2026-11-04
Evanson Financial, LLC
DECREASED5,8826,000-118-2%$255.5K$214.5K-$41.1K2026-10-23
Baker Tilly Wealth Management, LLC
DECREASED5,84015,957-10,117-63%$679.6K$212.9K-$466.7K2026-10-05
Revolve Wealth Partners, LLC
DECREASED5,7918,583-2,792-33%$365.6K$211.1K-$154.4K2026-10-23
Beacon Financial Planning, Inc
DECREASED5,7768,662-2,886-33%$368.9K$210.6K-$158.3K2026-11-04
Parallel Advisors, LLC
INCREASED5,7485,007+741+15%$213.3K$209.6K-$3.7K2026-11-03
Ascentis Independent Advisors
NEW5,709—+5,709——$208.2K—2026-11-03
Swiss RE LTD
INCREASED5,6623,203+2,459+77%$136.6K$207.1K+$70.5K2026-11-06
Montag A & Associates Inc
UNCHANGED5,5685,56800%$237.1K$203.0K-$34.1K2026-10-29
Curated Wealth Partners LLC
DECREASED5,5455,997-452-8%$255.4K$202.2K-$53.2K2026-10-15
Assetmark, Inc
INCREASED5,4884,306+1,182+27%$183.4K$200.1K+$16.7K2026-10-21
Bfsg, LLC
UNCHANGED5,3235,32300%$226.7K$194.1K-$32.6K2026-10-30
Cromwell Holdings LLC
UNCHANGED5,2095,20900%$221.9K$189.9K-$31.9K2026-10-28
J. Safra Sarasin Holding AG
UNCHANGED5,1675,16700%$208.7K$208.7K$02026-10-26
SBI Securities Co., Ltd.
INCREASED5,1234,904+219+4%$208.9K$186.8K-$22.1K2026-10-22
State of Wyoming
UNCHANGED5,0715,07100%$216.3K$185.4K-$30.8K2026-10-28
Plato Investment Management Ltd
DECREASED4,7634,989-226-5%$211.5K$176.3K-$35.2K2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
DECREASED4,5005,000-500-10%$213.3K$164.6K-$48.7K2026-10-29
Princeton Global Asset Management LLC
UNCHANGED3,9793,97900%$169.5K$145.1K-$24.4K2026-10-21
Golden State Wealth Management, LLC
DECREASED3,9484,971-1,023-21%$211.7K$144.0K-$67.7K2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED3,7193,71900%$158.4K$135.6K-$22.8K2026-10-23
EverSource Wealth Advisors, LLC
DECREASED3,6723,882-210-5%$165.3K$133.9K-$31.5K2026-11-04
GHP Investment Advisors, Inc.
UNCHANGED3,6333,63300%$154.7K$132.5K-$22.3K2026-10-15
Toth Financial Advisory Corp
DECREASED3,6006,600-3,000-45%$281.1K$131.3K-$149.8K2026-10-08
Mirae Asset Global Investments Co., Ltd.
DECREASED3,5853,880-295-8%$165.2K$130.7K-$34.5K2026-11-03
Mountain Hill Investment Partners Corp.
UNCHANGED3,5853,58500%$152.7K$130.7K-$22.0K2026-10-23
Investment Research & Advisory Group, Inc.
INCREASED3,5753,375+200+6%$143.7K$130.3K-$13.4K2026-10-19
Roxbury Financial LLC
NEW3,540—+3,540——$129.1K—2026-10-01
ASR Vermogensbeheer N.V.
INCREASED3,5133,455+58+2%$147.4K$128.5K-$18.9K2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED3,0713,488-417-12%$148.6K$112.0K-$36.6K2026-10-05
Union Bancaire Privee, UBP SA
UNCHANGED3,0603,06000%$112.9K$98.5K-$14.4K2026-11-04
Blue Trust, Inc.
INCREASED2,951667+2,284+342%$28.4K$107.6K+$79.2K2026-10-15
Larson Financial Group LLC
DECREASED2,9393,245-306-9%$138.2K$107.2K-$31.0K2026-11-05
Balance Wealth Partners LLC
NEW2,583—+2,583——$94.2K—2026-10-27
Community Bank, N.A.
UNCHANGED2,2922,29200%$97.6K$83.5K-$14.1K2026-11-06
Birch Financial Group, LLC
NEW2,198—+2,198——$80.1K—2026-10-27
Rosenberg Matthew Hamilton
DECREASED2,1562,313-157-7%$98.5K$78.6K-$19.9K2026-10-05
Coastline Trust Co
DECREASED2,1002,277-177-8%$97.0K$76.6K-$20.4K2026-10-01
Nisa Investment Advisors, LLC
DECREASED1,8901,951-61-3%$83.1K$68.9K-$14.2K2026-10-20
Mather Group, Llc.
INCREASED1,8121,377+435+32%$58.7K$66.1K+$7.4K2026-10-14
Central Trust Co
UNCHANGED1,8051,80500%$76.9K$65.8K-$11.1K2026-11-05
Versant Capital Management, Inc
DECREASED1,6582,390-732-31%$101.9K$60.6K-$41.3K2026-10-02
Albion Financial Group
UNCHANGED1,5001,50000%$63.9K$54.7K-$9.2K2026-10-21
First Command Advisory Services, Inc.
INCREASED1,3971,239+158+13%$52.8K$51.1K-$1.8K2026-11-05
Fulcrum Asset Management LLP
NEW1,323—+1,323——$48.7K—2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED1,3081,30800%$55.7K$47.7K-$8.0K2026-10-21
Virginia Estate & Retirement Planning Advisors Inc.
NEW1,258—+1,258——$45.9K—2026-10-14
Tobam
UNCHANGED1,2581,25800%$76$65-$112026-11-03
TD Private Client Wealth LLC
DECREASED1,1941,269-75-6%$54.1K$43.7K-$10.5K2026-10-28
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1,0351,03500%$44.0K$38.0K-$6.0K2026-11-02
Parkside Financial Bank & Trust
DECREASED9621,758-796-45%$74.9K$35.1K-$39.8K2026-10-27
Kings Path Partners LLC
UNCHANGED94994900%$40.4K$34.6K-$5.8K2026-10-21
Private Trust Co NA
DECREASED897925-28-3%$39.4K$32.7K-$6.7K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED806602+204+34%$25.6K$29.4K+$3.8K2026-11-05
New England Capital Financial Advisors LLC
INCREASED755753+2+0%$32.1K$27.5K-$4.6K2026-11-03
Entrust Financial LLC
DECREASED746769-23-3%$32.8K$27.2K-$5.6K2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED742763-21-3%$32.5K$27.1K-$5.4K2026-10-27
Hilltop National Bank
UNCHANGED72472400%$30.8K$26.4K-$4.4K2026-10-14
Fortitude Family Office, LLC
NEW719—+719——$26.2K—2026-10-14
Costello Asset Management, Inc
INCREASED660460+200+43%$19.6K$24.1K+$4.5K2026-10-30
Prudent Man Investment Management, Inc.
NEW657—+657——$24.0K—2026-11-03
Burkett Financial Services, LLC
UNCHANGED54354300%$23.1K$19.8K-$3.3K2026-10-01
GK Wealth Management LLC
NEW540—+540——$19.7K—2026-10-09
Oakworth Capital, Inc.
UNCHANGED54054000%$23.0K$19.7K-$3.3K2026-10-26
Fortis Group Advisors, LLC
UNCHANGED50550500%$21.5K$18.4K-$3.1K2026-11-06
Main Street Group, LTD
UNCHANGED50050000%$21.3K$18.2K-$3.1K2026-10-28
Acumen Wealth Advisors, LLC
INCREASED49897+401+413%$4.1K$18.1K+$14.0K2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED49449400%$21.0K$18.0K-$3.0K2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED48148100%$20.5K$17.6K-$2.9K2026-11-03
Salomon & Ludwin, LLC
UNCHANGED42242200%$18.0K$15.4K-$2.7K2026-10-29
Arlington Trust Co LLC
NEW417—+417——$15.2K—2026-10-20
MTM Investment Management, LLC
UNCHANGED41541500%$17.7K$15.1K-$2.5K2026-10-30
Compass Financial Management LLC
NEW409—+409——$14.9K—2026-10-30
Financial Network Wealth Advisors LLC
INCREASED409399+10+3%$17.0K$14.9K-$2.1K2026-10-28
Spire Wealth Management
INCREASED397396+1+0%$16.9K$14.5K-$2.4K2026-10-30
Financial Management Professionals, Inc.
UNCHANGED39039000%$16.6K$14.2K-$2.4K2026-10-23
Bare Financial Services, Inc
DECREASED337514-177-34%$21.9K$12.3K-$9.6K2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED33333300%$14.2K$12.1K-$2.0K2026-11-03
Gen-Wealth Partners Inc
UNCHANGED32532500%$13.8K$11.9K-$2.0K2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED31531500%$13.4K$11.5K-$1.9K2026-10-13
Miller Global Investments, LLC
UNCHANGED31531500%$13.4K$11.5K-$1.9K2026-10-02
Evermay Wealth Management LLC
UNCHANGED31231200%$13.3K$11.4K-$1.9K2026-11-05
Berbice Capital Management LLC
NEW300—+300——$10.9K—2026-10-13
IFP Advisors, Inc
DECREASED2981,079-781-72%$46.0K$10.9K-$35.1K2026-10-16
Caldwell Trust Co
UNCHANGED28828800%$12.3K$10.5K-$1.8K2026-10-30
City State Bank
NEW283—+283——$10.3K—2026-10-20
Highline Wealth Partners LLC
DECREASED283369-86-23%$15.7K$10.3K-$5.4K2026-10-19
Rossby Financial, LCC
INCREASED27790+187+208%$3.8K$10.1K+$6.3K2026-11-05
Hughes Financial Services, LLC
DECREASED265305-40-13%$13.0K$10.5K-$2.5K2026-10-30
Exchange Traded Concepts, LLC
DECREASED262540-278-51%$23.0K$9.6K-$13.4K2026-10-28
Root Financial Partners, LLC
NEW253—+253——$9.2K—2026-10-21
North Star Investment Management Corp.
UNCHANGED25125100%$10.7K$9.2K-$1.5K2026-10-27
Birchbrook, Inc.
UNCHANGED25025000%$11.2K$11.1K-$682026-10-14
Ascentis Wealth Management, LLC
NEW225—+225——$8.2K—2026-11-03
Cdkv Holdings LLC
UNCHANGED22522500%$9.6K$8.2K-$1.4K2026-10-28
SRH Advisors, LLC
UNCHANGED19019000%$8.1K$6.9K-$1.2K2026-10-22
First Premier Bank
UNCHANGED18118100%$8$7-$12026-10-13
Concord Wealth Partners
UNCHANGED17817800%$7.6K$6.5K-$1.1K2026-11-02
Sterling Capital Management LLC
DECREASED17113,619-13,448-99%$580.0K$6.2K-$573.8K2026-10-22
Jacobi Capital Management LLC
NEW170—+170——$6.2K—2026-11-05
Rothwell Investment Advisors, LLC
NEW155—+155——$5.6K—2026-11-06
Trust Co of Toledo NA
NEW150—+150——$5.5K—2026-10-16
First United Bank & Trust
UNCHANGED14114100%$6.0K$5.1K-$8642026-10-22
Zions Bancorporation, National Association
DECREASED135160-25-16%$6.8K$4.9K-$1.9K2026-11-06
Capital Advisors, Ltd. LLC
UNCHANGED13313300%$6$5-$12026-10-27
Cedar Mountain Advisors, LLC
UNCHANGED10710700%$4.6K$3.9K-$6562026-10-15
William Mack & Associates, Inc.
NEW105—+105——$3.8K—2026-10-27
Nfsg Corp
UNCHANGED10510500%$4.5K$3.8K-$6442026-10-15
Private Wealth Management Group, LLC
INCREASED9651+45+88%$2.2K$3.5K+$1.3K2026-10-19
Sunrise Financial Services, LLC
UNCHANGED757500%$3.2K$2.7K-$4592026-10-21
Creative Financial Designs Inc
UNCHANGED676700%$2.9K$2.4K-$4112026-11-04
Triumph Capital Management
INCREASED6252+10+19%$2.2K$2.3K+$462026-10-14
True Wealth Design, LLC
INCREASED583+55+1833%$128$2.1K+$2.0K2026-10-13
Bell Investment Advisors, Inc
UNCHANGED464600%$2.0K$1.7K-$2822026-10-29
American Capital Advisory, LLC
UNCHANGED454500%$1.9K$1.6K-$2762026-10-28
Nemes Rush Group LLC
UNCHANGED353500%$1.5K$1.3K-$2152026-11-04
Mosley Wealth Management
UNCHANGED333300%$1.4K$1.2K-$1902026-10-16
First Horizon Corp
DECREASED31908-877-97%$38.7K$1.1K-$37.5K2026-10-26
Dorato Capital Management
UNCHANGED303000%$1.3K$1.1K-$2022026-10-08
Financial Consulate, Inc
DECREASED17161-144-89%$6.9K$620-$6.2K2026-10-23
MV Capital Management, Inc.
DECREASED1266-54-82%$2.8K$438-$2.4K2026-10-29
High Note Wealth, LLC
UNCHANGED7700%$298$255-$432026-10-27
Country Trust Bank
UNCHANGED4400%$170$146-$242026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED4400%$180$179-$12026-10-16
Allen Investment Management, LLC
CLOSED073,460-73,460-100%$3.1M$0-$3.1M2026-11-03
111 Capital
CLOSED023,312-23,312-100%$993.7K$0-$993.7K2026-11-03
Triasima Portfolio Management inc.
CLOSED021,642-21,642-100%$923.0K$0-$923.0K2026-10-15
Tuttle Capital Management, LLC
CLOSED016,830-16,830-100%$716.8K$0-$716.8K2026-10-21
Evergreen Capital Management LLC
CLOSED012,495-12,495-100%$532.2K$0-$532.2K2026-10-23
Wellington Shields Capital Management, LLC
CLOSED010,906-10,906-100%$465.2K$0-$465.2K2026-11-03
Imc-Chicago, LLC
CLOSED09,877-9,877-100%$420.7K$0-$420.7K2026-11-05
Inscription Capital, LLC
CLOSED08,832-8,832-100%$376.2K$0-$376.2K2026-11-02
Summit Securities Group LLC
CLOSED08,000-8,000-100%$340.7K$0-$340.7K2026-11-05
Aaron Wealth Advisors LLC
CLOSED07,653-7,653-100%$325.9K$0-$325.9K2026-10-13
Turtle Creek Wealth Advisors, LLC
CLOSED07,544-7,544-100%$320.7K$0-$320.7K2026-10-15
Griffin Asset Management, Inc.
CLOSED06,929-6,929-100%$295.1K$0-$295.1K2026-10-22
55 North Private Wealth, LLC
CLOSED06,842-6,842-100%$291.4K$0-$291.4K2026-10-20
Powell Investment Advisors, LLC
CLOSED06,551-6,551-100%$279.0K$0-$279.0K2026-10-22
Ferguson Wellman Capital Management, Inc
CLOSED05,481-5,481-100%$233.4K$0-$233.4K2026-10-05
Diversified Trust Co
CLOSED05,476-5,476-100%$233.2K$0-$233.2K2026-11-06
Principle Wealth Partners LLC
CLOSED05,337-5,337-100%$227.3K$0-$227.3K2026-11-02
Independent Financial Group, LLC
CLOSED05,321-5,321-100%$227.0K$0-$227.0K2026-10-13
Northside Capital Management, LLC
CLOSED05,250-5,250-100%$223.6K$0-$223.6K2026-10-13
Grimes & Co Wealth Management, LLC
CLOSED05,207-5,207-100%$221.7K$0-$221.7K2026-10-29
Capital Investment Advisors, LLC
CLOSED05,181-5,181-100%$220.6K$0-$220.6K2026-10-22
Harbour Capital Advisors, LLC
CLOSED05,175-5,175-100%$226.7K$0-$226.7K2026-10-13
Balefire, LLC
CLOSED05,093-5,093-100%$216.9K$0-$216.9K2026-10-09
Thompson Siegel & Walmsley LLC
CLOSED05,062-5,062-100%$216.0K$0-$216.0K2026-11-05
Occidental Asset Management, LLC
CLOSED05,029-5,029-100%$214.2K$0-$214.2K2026-11-05
Fulton Bank, N.A.
CLOSED04,936-4,936-100%$210.2K$0-$210.2K2026-10-14
Values Added Financial LLC
CLOSED04,910-4,910-100%$209.1K$0-$209.1K2026-10-28
SFE Investment Counsel
CLOSED04,851-4,851-100%$206.6K$0-$206.6K2026-10-29
Fulcrum Equity Management
CLOSED04,848-4,848-100%$206.5K$0-$206.5K2026-10-21
Five Oceans Advisors
CLOSED04,822-4,822-100%$205.4K$0-$205.4K2026-10-22
Canvas Wealth Advisors, LLC
CLOSED04,779-4,779-100%$203.5K$0-$203.5K2026-11-02
Commonwealth Retirement Investments LLC
CLOSED0966-966-100%$41.1K$0-$41.1K2026-10-26
AdvisorNet Financial, Inc
CLOSED0964-964-100%$41.1K$0-$41.1K2026-10-15
MCF Advisors LLC
CLOSED0556-556-100%$23.7K$0-$23.7K2026-10-28
Robinswood Financial LLC
CLOSED0396-396-100%$16.9K$0-$16.9K2026-10-20
Atlatl Advisers LLC
CLOSED0389-389-100%$16.6K$0-$16.6K2026-10-22
Cornerstone Planning Group LLC
CLOSED0332-332-100%$13.9K$0-$13.9K2026-10-16
Grove Bank & Trust
CLOSED0306-306-100%$13.0K$0-$13.0K2026-10-08
Wellington Shields & Co., LLC
CLOSED0264-264-100%$11.3K$0-$11.3K2026-11-03
Elevation Wealth Partners, LLC
CLOSED0154-154-100%$6.6K$0-$6.6K2026-10-07
West Paces Advisors Inc.
CLOSED0147-147-100%$6.3K$0-$6.3K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0135-135-100%$5.7K$0-$5.7K2026-10-14
Stone House Investment Management, LLC
CLOSED076-76-100%$3.2K$0-$3.2K2026-10-23
Mascoma Wealth Management LLC
CLOSED036-36-100%$1.5K$0-$1.5K2026-10-23
Covestor Ltd
CLOSED033-33-100%$1$0-$12026-10-30
Wealth Enhancement Trust Services, Inc.
CLOSED033-33-100%$1.4K$0-$1.4K2026-10-07
Morton Brown Family Wealth, LLC
CLOSED030-30-100%$1.3K$0-$1.3K2026-10-23
Halbert Hargrove Global Advisors, LLC
CLOSED011-11-100%$459$0-$4592026-10-16
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Partners Value Investments L.P.
N/A—181,405,955-181,405,955-100%$7.7B———
Royal Bank of Canada
N/A—115,757,146-115,757,146-100%$4.9B———
Capital World Investors
N/A—78,684,708-78,684,708-100%$3.4B———
Vanguard Capital Management LLC
N/A—61,381,539-61,381,539-100%$2.6B———
Dodge & COX
N/A—61,210,651-61,210,651-100%$2.6B———
Pershing Square Inc.
N/A—57,481,047-57,481,047-100%$2.4B———
Bank of Montreal
N/A—56,708,514-56,708,514-100%$2.4B———
Brookfield Corp
N/A—46,824,404-46,824,404-100%$2.0B———
1832 Asset Management L.P.
N/A—42,497,472-42,497,472-100%$1.8B———
TD Asset Management Inc
N/A—28,551,753-28,551,753-100%$1.2B———
Norges Bank
N/A—28,058,813-28,058,813-100%$1.2B———
FIL Ltd
N/A—26,049,484-26,049,484-100%$1.1B———
National Bank of Canada
N/A—24,328,364-24,328,364-100%$1.0B———
First Manhattan Co. Llc.
N/A—22,611,066-22,611,066-100%$964.4M———
CIBC World Market Inc.
N/A—18,805,610-18,805,610-100%$800.9M———
Vanguard Fiduciary Trust Co
N/A—18,547,608-18,547,608-100%$791.3M———
Bank of Nova Scotia
N/A—16,584,463-16,584,463-100%$707.5M———
Canada Pension Plan Investment Board
N/A—14,667,730-14,667,730-100%$625.2M———
Morgan Stanley
N/A—13,738,306-13,738,306-100%$585.1M———
Capital International Investors
N/A—13,247,143-13,247,143-100%$564.2M———
Toronto Dominion Bank
N/A—13,120,954-13,120,954-100%$559.2M———
Federation des caisses Desjardins du Quebec
N/A—12,858,377-12,858,377-100%$546.6M———
Akre Capital Management LLC
N/A—12,119,927-12,119,927-100%$516.2M———
FMR LLC
N/A—11,765,054-11,765,054-100%$501.6M———
UBS Group AG
N/A—11,039,263-11,039,263-100%$470.2M———
Scotia Capital Inc.
N/A—10,662,421-10,662,421-100%$454.1M———
Legal & General Group Plc
N/A—10,447,234-10,447,234-100%$445.5M———
Bank of America Corp
N/A—9,864,675-9,864,675-100%$420.1M———
Goldman Sachs Group Inc
N/A—9,537,173-9,537,173-100%$406.2M———
JPMorgan Chase & Co
N/A—9,100,060-9,100,060-100%$383.5M———
Vanguard Global Advisers, LLC
N/A—8,906,672-8,906,672-100%$380.0M———
Manufacturers Life Insurance Company, the
N/A—8,112,388-8,112,388-100%$345.5M———
Neuberger Berman Group LLC
N/A—7,053,087-7,053,087-100%$300.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—6,936,231-6,936,231-100%$295.6M———
Baillie Gifford & Co
N/A—5,838,391-5,838,391-100%$248.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—4,832,734-4,832,734-100%$206.0M———
Picton Mahoney Asset Management
N/A—4,751,905-4,751,905-100%$202.2M———
Bessemer Group Inc
N/A—4,273,425-4,273,425-100%$182.0M———
Alberta Investment Management Corp
N/A—4,196,146-4,196,146-100%$178.8M———
Massachusetts Financial Services Co
N/A—4,030,678-4,030,678-100%$218.0M———
Vanguard Asset Management, Ltd
N/A—3,785,151-3,785,151-100%$161.5M———
Capital Research Global Investors
N/A—3,734,786-3,734,786-100%$159.3M———
CIBC Bancorp USA Inc.
N/A—3,621,876-3,621,876-100%$154.5M———
British Columbia Investment Management Corp
N/A—3,551,629-3,551,629-100%$151.4M———
Novo Holdings A/S
N/A—3,496,245-3,496,245-100%$149.5M———
Guardian Capital LP
N/A—3,333,406-3,333,406-100%$142.2M———
Public Sector Pension Investment Board
N/A—3,207,581-3,207,581-100%$136.7M———
Mufg Securities (Canada), Ltd.
N/A—3,022,165-3,022,165-100%$128.7M———
Cannell & Spears LLC
N/A—2,958,089-2,958,089-100%$126.0M———
Aristotle Capital Management, LLC
N/A—2,947,402-2,947,402-100%$125.5M———
Quadrature Capital Ltd
N/A—2,856,050-2,856,050-100%$121.8M———
Stifel Financial Corp
N/A—2,837,188-2,837,188-100%$120.8M———
CI Investments Inc.
N/A—2,795,175-2,795,175-100%$119.0M———
D. E. Shaw & Co., Inc.
N/A—2,694,174-2,694,174-100%$114.8M———
Clearbridge Investments, LLC
N/A—2,674,360-2,674,360-100%$113.9M———
Scharf Investments, LLC
N/A—2,591,096-2,591,096-100%$110.4M———
Wells Fargo & Company
N/A—2,504,120-2,504,120-100%$106.7M———
Ameriprise Financial Inc
N/A—2,387,558-2,387,558-100%$102.6M———
Raymond James Financial Inc
N/A—2,290,552-2,290,552-100%$97.6M———
Northern Trust Corp
N/A—2,203,431-2,203,431-100%$93.8M———
Envestnet Asset Management Inc
N/A—2,190,049-2,190,049-100%$93.3M———
Aviso Financial Inc.
N/A—2,145,349-2,145,349-100%$91.5M———
Bamco Inc
N/A—2,132,011-2,132,011-100%$90.8M———
Jane Street Group, LLC
N/A—2,127,245-2,127,245-100%$90.6M———
Dixon Mitchell Investment Counsel Inc.
N/A—2,038,905-2,038,905-100%$87.0M———
Caisse de Depot ET Placement DU Quebec
N/A—1,945,047-1,945,047-100%$83.0M———
Scheer, Rowlett & Associates Investment Management Ltd.
N/A—1,942,657-1,942,657-100%$82.8M———
Arrowstreet Capital, Limited Partnership
N/A—1,816,951-1,816,951-100%$77.4M———
Polar Asset Management Partners Inc.
N/A—1,763,103-1,763,103-100%$75.1M———
Aviva PLC
N/A—1,748,863-1,748,863-100%$74.5M———
Wellington Management Group LLP
N/A—1,724,065-1,724,065-100%$73.5M———
Horizon Kinetics Asset Management LLC
N/A—1,587,339-1,587,339-100%$67.6M———
WCM Investment Management, LLC
N/A—1,573,553-1,573,553-100%$66.3M———
Voloridge Investment Management, LLC
N/A—1,566,315-1,566,315-100%$66.7M———
HughesLittle Investment Management Ltd.
N/A—1,547,195-1,547,195-100%$65.9M———
BlackRock, Inc.
N/A—1,475,637-1,475,637-100%$62.8M———
Greenlea Lane Capital Management, LLC
N/A—1,392,742-1,392,742-100%$59.3M———
Qube Research & Technologies Ltd
N/A—1,366,614-1,366,614-100%$58.2M———
Focus Partners Wealth
N/A—1,349,594-1,349,594-100%$57.5M———
Madison Asset Management, LLC
N/A—1,306,755-1,306,755-100%$55.7M———
Partners Group Holding AG
N/A—1,290,543-1,290,543-100%$55.0M———
Heritage Wealth Advisors
N/A—1,242,540-1,242,540-100%$52.9M———
Invesco Ltd.
N/A—1,235,522-1,235,522-100%$52.6M———
State of Tennessee, Department of Treasury
N/A—1,224,922-1,224,922-100%$52.2M———
Broad Run Investment Management, LLC
N/A—1,204,081-1,204,081-100%$51.3M———
Royal London Asset Management LTD
N/A—1,203,879-1,203,879-100%$51.3M———
Sequoia Financial Advisors, LLC
N/A—1,185,621-1,185,621-100%$50.5M———
Korea Investment Corp
N/A—1,130,601-1,130,601-100%$48.2M———
Franklin Resources Inc
N/A—1,076,803-1,076,803-100%$45.9M———
Capital Advisors Inc
N/A—1,010,203-1,010,203-100%$43.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—990,278-990,278-100%$42.2M———
Vanguard Investments Australia, Ltd.
N/A—950,862-950,862-100%$40.6M———
Tidal Investments LLC
N/A—948,532-948,532-100%$40.4M———
Lazard Asset Management LLC
N/A—876,521-876,521-100%$37.4M———
Omers Administration Corp
N/A—854,808-854,808-100%$36.5M———
Natixis Advisors, LLC
N/A—845,598-845,598-100%$36.0M———
Beck Mack & Oliver LLC
N/A—817,702-817,702-100%$34.8M———
Lone Pine Capital LLC
N/A—792,717-792,717-100%$33.8M———
Cetera Investment Advisers
N/A—780,914-780,914-100%$33.3M———
Northwest & Ethical Investments L.P.
N/A—758,223-758,223-100%$32.3M———
HighTower Advisors, LLC
N/A—742,378-742,378-100%$31.6M———
Callahan Advisors, LLC
N/A—708,571-708,571-100%$30.2M———
Jones Financial Companies Lllp
N/A—689,956-689,956-100%$29.6M———
Mitsubishi UFJ Trust & Banking Corp
N/A—686,468-686,468-100%$29.2M———
Bank of Nova Scotia Trust Co
N/A—656,056-656,056-100%$27.9M———
Mufg Securities Emea plc
N/A—650,000-650,000-100%$27.7M———
Life Cycle Investment Partners Ltd
N/A—638,216-638,216-100%$27.2M———
Point72 Asset Management, L.P.
N/A—633,708-633,708-100%$27.0M———
Van Eck Associates Corp
N/A—629,402-629,402-100%$26.8M———
State of Wisconsin Investment Board
N/A—627,499-627,499-100%$26.8M———
America First Investment Advisors, LLC
N/A—616,181-616,181-100%$26.2M———
Zurich Insurance Group Ltd
N/A—517,032-517,032-100%$22.0M———
Two Sigma Investments, LP
N/A—502,553-502,553-100%$21.4M———
Argosy-Lionbridge Management, LLC
N/A—481,500-481,500-100%$20.5M———
Warther Private Wealth, LLC
N/A—462,204-462,204-100%$19.7M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—458,940-458,940-100%$19.6M———
Investment Management Corp of Ontario
N/A—458,026-458,026-100%$19.5M———
Mizuho Markets Americas LLC
N/A—450,000-450,000-100%$19.2M———
Hillsdale Investment Management Inc.
N/A—446,735-446,735-100%$19.0M———
Varma Mutual Pension Insurance Co
N/A—434,519-434,519-100%$18.5M———
Jackson Hill Advisors, LLC
N/A—420,000-420,000-100%$17.9M———
Rockefeller Capital Management L.P.
N/A—414,141-414,141-100%$17.6M———
Capital International Sarl
N/A—400,026-400,026-100%$17.0M———
Captrust Financial Advisors
N/A—395,612-395,612-100%$16.8M———
Third Avenue Management LLC
N/A—394,929-394,929-100%$16.8M———
Saraza Management, LP
N/A—394,150-394,150-100%$16.8M———
MAI Capital Management
N/A—384,287-384,287-100%$16.4M———
Quantinno Capital Management LP
N/A—359,429-359,429-100%$15.3M———
Man Group plc
N/A—349,587-349,587-100%$14.9M———
GoodHaven Capital Management, LLC
N/A—347,280-347,280-100%$14.8M———
USS Investment Management Ltd
N/A—334,745-334,745-100%$14.3M———
Jupiter Topco LLC
N/A—328,684-328,684-100%$14.0M———
CNA Financial Corp
N/A—325,000-325,000-100%$13.8M———
AQR Capital Management LLC
N/A—324,994-324,994-100%$13.8M———
Mariner, LLC
N/A—317,954-317,954-100%$13.5M———
Millennium Management LLC
N/A—305,796-305,796-100%$13.0M———
Brown Advisory Inc
N/A—304,033-304,033-100%$12.9M———
Loews Corp
N/A—300,000-300,000-100%$12.8M———
BNP Paribas
N/A—294,652-294,652-100%$12.5M———
Ravenstone Capital Management Inc.
N/A—280,004-280,004-100%$11.9M———
VAN Lanschot Kempen Investment Management N.V.
N/A—276,412-276,412-100%$16.7M———
Cerity Partners LLC
N/A—272,745-272,745-100%$11.6M———
O'shaughnessy Asset Management, LLC
N/A—268,616-268,616-100%$11.4M———
LGT Fund Management Co Ltd.
N/A—267,953-267,953-100%$11.4M———
Baird Financial Group, Inc.
N/A—261,173-261,173-100%$11.1M———
ArrowMark Colorado Holdings LLC
N/A—257,388-257,388-100%$11.0M———
EdgePoint Investment Group Inc.
N/A—257,264-257,264-100%$11.0M———
Adalta Capital Management LLC
N/A—253,946-253,946-100%$10.8M———
Alliancebernstein L.P.
N/A—253,205-253,205-100%$10.2M———
Jump Financial, LLC
N/A—249,200-249,200-100%$10.6M———
Timber Creek Capital Management LLC
N/A—245,681-245,681-100%$10.5M———
Templeton & Phillips Capital Management, LLC
N/A—235,746-235,746-100%$10.0M———
Daniel Investment Group, Inc.
N/A—235,072-235,072-100%$10.0M———
VAN DEN Berg Management I, Inc
N/A—231,334-231,334-100%$9.9M———
Moerus Capital Management LLC
N/A—227,939-227,939-100%$9.7M———
Providence Capital Advisors, LLC
N/A—227,243-227,243-100%$9.7M———
Silvercrest Asset Management Group LLC
N/A—225,328-225,328-100%$9.6M———
Voleon Capital Management LP
N/A—221,231-221,231-100%$9.4M———
National Philanthropic Trust
N/A—219,350-219,350-100%$9.3M———
Utah Retirement Systems
N/A—208,771-208,771-100%$8.9M———
Graybill Wealth Management, Ltd.
N/A—207,522-207,522-100%$8.8M———
Select Equity Group, L.P.
N/A—206,886-206,886-100%$8.8M———
Purpose Unlimited Inc.
N/A—203,595-203,595-100%$8.7M———
Blair William & Co
N/A—202,453-202,453-100%$8.6M———
Tsai Capital Corp
N/A—197,157-197,157-100%$8.4M———
Texas Yale Capital Corp.
N/A—189,447-189,447-100%$8.1M———
HRT Financial LP
N/A—188,227-188,227-100%$8.0M———
Atlantic Union Bankshares Corp
N/A—187,812-187,812-100%$8.0M———
American Century Companies Inc
N/A—185,628-185,628-100%$7.9M———
Marex Group Ltd
N/A—180,179-180,179-100%$7.7M———
Tacita Capital Inc
N/A—177,682-177,682-100%$7.6M———
SEI Investments Co
N/A—176,268-176,268-100%$7.5M———
PCJ Investment Counsel Ltd.
N/A—174,760-174,760-100%$7.4M———
Intech Investment Management LLC
N/A—174,571-174,571-100%$7.4M———
Capital International LTD
N/A—167,059-167,059-100%$7.1M———
Northwestern Mutual Wealth Management Co
N/A—166,260-166,260-100%$7.1M———
Banco BTG Pactual S.A.
N/A—157,392-157,392-100%$6.7M———
BNP Paribas Asset Management Holding S.A.
N/A—156,736-156,736-100%$6.7M———
First Foundation Advisors
N/A—153,426-153,426-100%$6.5M———
Kirtland Hills Capital Management, LLC
N/A—149,506-149,506-100%$6.4M———
Pathstone Holdings, LLC
N/A—146,431-146,431-100%$6.2M———
Principal Securities, Inc.
N/A—146,164-146,164-100%$6.2M———
Capital International, Inc.
N/A—144,556-144,556-100%$6.2M———
BTC Capital Management, Inc.
N/A—143,586-143,586-100%$6.1M———
Qsemble Capital Management, LP
N/A—140,325-140,325-100%$6.0M———
Beacon Pointe Advisors, LLC
N/A—139,319-139,319-100%$5.9M———
Osaic Holdings, Inc.
N/A—137,091-137,091-100%$5.8M———
Moneta Group Investment Advisors LLC
N/A—132,041-132,041-100%$5.6M———
Stamos Capital Partners, L.P.
N/A—131,121-131,121-100%$5.6M———
Public Employees Retirement System of Ohio
N/A—128,920-128,920-100%$5.5M———
Cloverfields Capital Group, LP
N/A—128,478-128,478-100%$5.5M———
Nuveen, LLC
N/A—128,245-128,245-100%$5.5M———
Marshall Wace, LLP
N/A—119,027-119,027-100%$5.1M———
Pinnacle Financial Partners, Inc.
N/A—117,123-117,123-100%$5.0M———
Campbell & Co Investment Adviser LLC
N/A—114,397-114,397-100%$4.9M———
Portland Investment Counsel Inc.
N/A—112,663-112,663-100%$4.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—106,500-106,500-100%$4.5M———
Callan Family Office, LLC
N/A—104,756-104,756-100%$4.5M———
Roundview Capital LLC
N/A—104,522-104,522-100%$4.5M———
K.J. Harrison & Partners Inc
N/A—92,095-92,095-100%$3.9M———
Susquehanna International Group, LLP
N/A—91,877-91,877-100%$3.9M———
Headlands Technologies LLC
N/A—91,785-91,785-100%$3.9M———
Gabelli Funds LLC
N/A—89,700-89,700-100%$3.8M———
Cresset Asset Management, LLC
N/A—85,450-85,450-100%$3.6M———
Janney Montgomery Scott LLC
N/A—85,061-85,061-100%$3.6M———
Steward Partners Investment Advisory, LLC
N/A—84,875-84,875-100%$3.6M———
Ruffer LLP
N/A—84,750-84,750-100%$3.6M———
Shelter Mutual Insurance Co
N/A—84,196-84,196-100%$3.6M———
Opal Capital LLC
N/A—83,866-83,866-100%$3.6M———
Allianz Asset Management GmbH
N/A—81,717-81,717-100%$3.5M———
Strategic Wealth Partners, Ltd.
N/A—80,113-80,113-100%$3.4M———
&partners
N/A—78,950-78,950-100%$3.3M———
Vanguard Personalized Indexing Management, LLC
N/A—77,707-77,707-100%$3.3M———
Ensign Peak Advisors, Inc
N/A—76,815-76,815-100%$3.3M———
Tocqueville Asset Management L.P.
N/A—76,712-76,712-100%$3.3M———
Hantz Financial Services, Inc.
N/A—72,566-72,566-100%$3.1M———
Elm Partners Management LLC
N/A—69,812-69,812-100%$3.0M———
Needham Investment Management LLC
N/A—69,440-69,440-100%$3.0M———
Taylor Hoffman Capital Management LLC
N/A—69,405-69,405-100%$3.0M———
Sanctuary Advisors, LLC
N/A—69,050-69,050-100%$2.9M———
Hikari Tsushin, Inc.
N/A—65,646-65,646-100%$2.8M———
CSM Advisors, LLC
N/A—65,000-65,000-100%$2.8M———
Ancora Advisors LLCA
N/A—64,787-64,787-100%$2.8M———
Price T Rowe Associates Inc
N/A—60,559-60,559-100%$2.6M———
Tower Research Capital LLC (TRC)
N/A—60,503-60,503-100%$2.6M———
GatePass Capital, LLC
N/A—59,100-59,100-100%$2.5M———
State Board of Administration of Florida Retirement System
N/A—58,678-58,678-100%$2.5M———
Fiduciary Trust Co
N/A—58,526-58,526-100%$2.5M———
Wulff, Hansen & Co.
N/A—58,440-58,440-100%$2.5M———
Capital Fund Management S.A.
N/A—58,072-58,072-100%$2.5M———
Arax Advisory Partners
N/A—57,053-57,053-100%$2.4M———
Brown Brothers Harriman & Co
N/A—55,771-55,771-100%$2.4M———
SG Americas Securities, LLC
N/A—55,399-55,399-100%$2.4M———
Fora Capital, LLC
N/A—54,521-54,521-100%$2.3M———
Segall Bryant & Hamill, LLC
N/A—54,423-54,423-100%$2.3M———
Quantbot Technologies LP
N/A—54,266-54,266-100%$2.3M———
Ravenswood Partners LP
N/A—51,365-51,365-100%$2.2M———
Venturi Wealth Management, LLC
N/A—50,640-50,640-100%$2.1M———
Rathbones Group PLC
N/A—49,107-49,107-100%$2.1M———
Leavell Investment Management, Inc.
N/A—48,317-48,317-100%$2.1M———
Osmosis Investment Management UK Ltd
N/A—47,542-47,542-100%$2.0M———
Curi Capital, LLC
N/A—46,873-46,873-100%$2.0M———
Bridges Investment Management Inc
N/A—46,762-46,762-100%$2.0M———
Summit Financial, LLC
N/A—46,693-46,693-100%$2.0M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—46,637-46,637-100%$2.0M———
Susquehanna Advisors Group, Inc.
N/A—45,300-45,300-100%$1.9M———
Trexquant Investment LP
N/A—43,022-43,022-100%$1.8M———
Mercer Global Advisors Inc
N/A—42,779-42,779-100%$1.8M———
Engineers Gate Manager LP
N/A—42,209-42,209-100%$1.8M———
Capital Group Investment Management Pte. Ltd.
N/A—40,590-40,590-100%$1.7M———
Gotham Asset Management, LLC
N/A—39,859-39,859-100%$1.7M———
Caprock Group, LLC
N/A—39,287-39,287-100%$1.7M———
NewEdge Advisors, LLC
N/A—39,019-39,019-100%$1.7M———
Integrated Wealth Concepts LLC
N/A—38,902-38,902-100%$1.7M———
Commerce Bank
N/A—38,505-38,505-100%$1.6M———
Credit Agricole S A
N/A—38,451-38,451-100%$1.6M———
IEQ Capital, LLC
N/A—38,315-38,315-100%$1.6M———
Waverly Advisors, LLC
N/A—36,222-36,222-100%$1.5M———
Orion Porfolio Solutions, LLC
N/A—35,068-35,068-100%$1.5M———
Squarepoint Ops LLC
N/A—34,955-34,955-100%$1.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—34,302-34,302-100%$1.5M———
Glenmede Trust Co NA
N/A—33,846-33,846-100%$1.4M———
Summit Trail Advisors, LLC
N/A—33,368-33,368-100%$1.4M———
Foundations Investment Advisors, LLC
N/A—32,021-32,021-100%$1.4M———
Gilbert & Cook, Inc.
N/A—30,821-30,821-100%$1.3M———
Round Rock Advisors LLC
N/A—30,712-30,712-100%$1.3M———
PenderFund Capital Management Ltd.
N/A—29,310-29,310-100%$1.3M———
Walter & Keenan Wealth Management LLC
N/A—29,197-29,197-100%$1.2M———
Greenland Capital Management LP
N/A—29,150-29,150-100%$1.2M———
Vestmark Advisory Solutions, Inc.
N/A—27,723-27,723-100%$1.2M———
Advisory Services Network, LLC
N/A—27,515-27,515-100%$1.2M———
Invst, LLC
N/A—27,095-27,095-100%$1.2M———
Kovack Advisors, Inc.
N/A—27,007-27,007-100%$1.2M———
First Trust Advisors LP
N/A—26,846-26,846-100%$1.1M———
United Capital Financial Advisors, LLC
N/A—25,390-25,390-100%$1.1M———
Tudor Investment Corp ET AL
N/A—25,194-25,194-100%$1.1M———
Capstone Investment Advisors, LLC
N/A—23,670-23,670-100%$1.0M———
Geneos Wealth Management Inc.
N/A—23,107-23,107-100%$984.1K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—23,092-23,092-100%$983.5K———
Stratos Wealth Partners, Ltd.
N/A—22,831-22,831-100%$972.4K———
Wealthspire Advisors, LLC
N/A—22,759-22,759-100%$969.3K———
Avenir Corp
N/A—22,500-22,500-100%$958.3K———
Denali Advisors LLC
N/A—22,061-22,061-100%$939.6K———
Lombard Odier Asset Management (Switzerland) SA
N/A—21,894-21,894-100%$933.2K———
Choate Investment Advisors
N/A—21,070-21,070-100%$897.4K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—21,000-21,000-100%$894.4K———
Balyasny Asset Management L.P.
N/A—21,000-21,000-100%$895.6K———
Private Advisor Group, LLC
N/A—20,736-20,736-100%$883.2K———
Circle Wealth Management, LLC
N/A—20,600-20,600-100%$878.6K———
Citadel Advisors LLC
N/A—20,277-20,277-100%$863.6K———
Tiaa Wealth Investment Management LLC
N/A—19,407-19,407-100%$826.5K———
FOX RUN Management, L.L.C.
N/A—18,995-18,995-100%$809.0K———
Syon Capital LLC
N/A—18,946-18,946-100%$806.9K———
PDT Partners, LLC
N/A—18,127-18,127-100%$772.0K———
Arkadios Wealth Advisors
N/A—18,082-18,082-100%$770.1K———
Avalon Trust Co
N/A—18,000-18,000-100%$766.6K———
Duncan Williams Asset Management, LLC
N/A—17,990-17,990-100%$766.2K———
Metis Global Partners, LLC
N/A—17,963-17,963-100%$766.1K———
AlTi Global, Inc.
N/A—17,828-17,828-100%$760.3K———
One Capital Management, LLC
N/A—17,821-17,821-100%$721.2K———
Stansberry Asset Management, LLC
N/A—17,698-17,698-100%$754.9K———
Skba Capital Management LLC
N/A—17,157-17,157-100%$730.7K———
SHP Wealth Management
N/A—17,052-17,052-100%$726.3K———
Focus Partners Advisor Solutions, LLC
N/A—16,564-16,564-100%$705.5K———
Whalerock Point Partners, LLC
N/A—16,540-16,540-100%$704.4K———
QRG Capital Management, Inc.
N/A—16,437-16,437-100%$700.2K———
Advisors Capital Management, LLC
N/A—16,099-16,099-100%$685.7K———
Next Capital Management LLC
N/A—15,750-15,750-100%$670.8K———
PFG Investments, LLC
N/A—15,594-15,594-100%$664.2K———
Garrison Point Advisors, LLC
N/A—15,337-15,337-100%$653.2K———
Evercore Wealth Management, LLC
N/A—15,037-15,037-100%$640.4K———
Global Retirement Partners, LLC
N/A—14,967-14,967-100%$637.4K———
Blackstone Inc.
N/A—14,950-14,950-100%$636.7K———
Townsquare Capital LLC
N/A—14,689-14,689-100%$625.6K———
Snowden Capital Advisors LLC
N/A—14,588-14,588-100%$622.2K———
Huntington National Bank
N/A—14,500-14,500-100%$617.6K———
Composition Wealth, LLC
N/A—14,381-14,381-100%$612.5K———
Bristol Gate Capital Partners Inc.
N/A—14,036-14,036-100%$598.6K———
Worldquant Millennium Advisors LLC
N/A—13,970-13,970-100%$595.1K———
Ossiam
N/A—13,806-13,806-100%$588.8K———
UBS Asset Management Americas LLC
N/A—13,150-13,150-100%$560.1K———
Corus Family Wealth Advisors
N/A—13,061-13,061-100%$556.3K———
Nwam LLC
N/A—12,988-12,988-100%$553.2K———
MML Investors Services, LLC
N/A—12,602-12,602-100%$536.7K———
HSBC Holdings PLC
N/A—12,481-12,481-100%$532.6K———
Intellectus Partners, LLC
N/A—12,321-12,321-100%$524.8K———
DRW Securities, LLC
N/A—12,240-12,240-100%$521.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—12,114-12,114-100%$515.9K———
Corsair Capital Management, L.P.
N/A—12,001-12,001-100%$511.1K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—12,000-12,000-100%$511.1K———
NewEdge Wealth, LLC
N/A—11,895-11,895-100%$506.6K———
Fortis Advisors, LLC
N/A—11,850-11,850-100%$504.7K———
Shufro Rose & Co LLC
N/A—11,800-11,800-100%$502.6K———
Modern Wealth Management, LLC
N/A—11,758-11,758-100%$500.8K———
Acadian Asset Management LLC
N/A—11,706-11,706-100%$498.0K———
Fidelis Capital Partners, LLC
N/A—11,629-11,629-100%$495.3K———
Intrust Bank NA
N/A—11,554-11,554-100%$492.1K———
EFG International AG
N/A—11,317-11,317-100%$482.6K———
Mediolanum International Funds Ltd
N/A—11,252-11,252-100%$473.9K———
Blue Edge Capital, LLC
N/A—11,250-11,250-100%$479.1K———
Vident Advisory, LLC
N/A—11,164-11,164-100%$475.5K———
EP Wealth Advisors, LLC
N/A—11,028-11,028-100%$469.7K———
IHT Wealth Management, LLC
N/A—11,021-11,021-100%$469.4K———
Wellspring Financial Advisors, LLC
N/A—11,013-11,013-100%$469.0K———
Burling Wealth Partners, LLC
N/A—10,813-10,813-100%$460.5K———
Storgate, LLC
N/A—10,555-10,555-100%$449.5K———
Westwood Holdings Group Inc
N/A—10,381-10,381-100%$442.1K———
Magnetar Financial LLC
N/A—10,105-10,105-100%$430.4K———
Cary Street Partners Financial LLC
N/A—10,047-10,047-100%$427.9K———
JBF Capital, Inc.
N/A—10,000-10,000-100%$425.9K———
Insigneo Advisory Services, LLC
N/A—9,939-9,939-100%$423.9K———
Anchor Investment Management, LLC
N/A—9,845-9,845-100%$419.3K———
M&T Bank Corp
N/A—9,644-9,644-100%$410.7K———
Quent Capital, LLC
N/A—9,633-9,633-100%$410.6K———
Equitable Holdings, Inc.
N/A—9,531-9,531-100%$405.9K———
Checchi Capital Advisers, LLC
N/A—9,330-9,330-100%$397.4K———
Legacy Financial Advisors, Inc.
N/A—9,228-9,228-100%$393.0K———
Frisch Financial Group, Inc.
N/A—9,110-9,110-100%$388.0K———
Wellington-Altus USA Inc.
N/A—9,018-9,018-100%$391.6K———
Sagewood Asset Management LP
N/A—9,009-9,009-100%$383.7K———
Blueshift Asset Management, LLC
N/A—8,930-8,930-100%$380.3K———
Pure Financial Advisors, LLC
N/A—8,910-8,910-100%$379.5K———
Cambria Investment Management, L.P.
N/A—8,840-8,840-100%$376.5K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—8,781-8,781-100%$374.5K———
Ellevest, Inc.
N/A—8,762-8,762-100%$373.2K———
Atlanta Consulting Group Advisors, LLC
N/A—8,679-8,679-100%$370.2K———
Westfuller Advisors, LLC
N/A—8,649-8,649-100%$368.3K———
LGT Group Foundation
N/A—8,612-8,612-100%$367.1K———
Bartlett & Co. Wealth Management LLC
N/A—8,546-8,546-100%$364.0K———
World Investment Advisors
N/A—8,064-8,064-100%$326.4K———
Delaney Capital Management Ltd.
N/A—8,012-8,012-100%$341.2K———
Family Manage LLC
N/A—7,945-7,945-100%$338.9K———
Canal Capital Management, LLC
N/A—7,938-7,938-100%$338.1K———
West Family Investments, Inc.
N/A—7,890-7,890-100%$336.0K———
HM Payson & Co
N/A—7,799-7,799-100%$332.2K———
Flputnam Investment Management Co
N/A—7,768-7,768-100%$330.8K———
Dorsey & Whitney Trust Co LLC
N/A—7,667-7,667-100%$326.5K———
Murchinson Ltd.
N/A—7,638-7,638-100%$325.3K———
Empower Advisory Group, LLC
N/A—7,509-7,509-100%$320.3K———
Daiichi Life Insurance Co., Ltd.
N/A—7,500-7,500-100%$319.4K———
Corient IA LP
N/A—7,475-7,475-100%$318.4K———
Stephens Inc
N/A—7,363-7,363-100%$313.6K———
Wealthfront Advisers LLC
N/A—7,289-7,289-100%$310.4K———
Voya Financial Advisors, Inc.
N/A—7,061-7,061-100%$297.4K———
Xcelsior Advisor Partners LLC
N/A—6,802-6,802-100%$289.7K———
Qtron Investments LLC
N/A—6,734-6,734-100%$287.2K———
TAGStone Capital, Inc.
N/A—6,688-6,688-100%$284.8K———
Virtu Financial LLC
N/A—6,548-6,548-100%$279.0K———
Aptus Capital Advisors, LLC
N/A—6,413-6,413-100%$273.1K———
Benjamin Edwards Inc
N/A—6,154-6,154-100%$262.5K———
Independent Advisor Alliance
N/A—6,115-6,115-100%$260.4K———
Keebeck Wealth Management
N/A—6,093-6,093-100%$259.5K———
CreativeOne Wealth, LLC
N/A—6,084-6,084-100%$259.1K———
Belpointe Asset Management LLC
N/A—6,020-6,020-100%$256.4K———
Ameriflex Group, Inc.
N/A—5,958-5,958-100%$253.7K———
Bradley Foster & Sargent Inc
N/A—5,854-5,854-100%$249.3K———
Coldstream Capital Management Inc
N/A—5,775-5,775-100%$246.0K———
Crawford Investment Counsel Inc
N/A—5,750-5,750-100%$244.9K———
Colonial Trust Co / SC
N/A—5,685-5,685-100%$242.1K———
Haverford Trust Co
N/A—5,504-5,504-100%$234.4K———
Group One Trading LLC
N/A—5,491-5,491-100%$233.9K———
Comprehensive Money Management Services LLC
N/A—5,479-5,479-100%$233.4K———
Pine Valley Investments Ltd Liability Co
N/A—5,429-5,429-100%$231.2K———
First Western Trust Bank
N/A—5,428-5,428-100%$231.2K———
Roehl & Yi Investment Advisors, LLC
N/A—5,402-5,402-100%$230.1K———
Brave Asset Management Inc
N/A—5,400-5,400-100%$230.3K———
Wealth Management Strategies, Inc.
N/A—5,372-5,372-100%$228.8K———
PIN OAK Investment Advisors Inc
N/A—5,323-5,323-100%$227.0K———
Wilson & Boucher Capital Management, LLC
N/A—5,314-5,314-100%$226.3K———
IFC Advisors LLC
N/A—5,217-5,217-100%$222.2K———
EWA, LLC
N/A—5,142-5,142-100%$219.0K———
Basecamp Wealth Advisors LLC
N/A—5,106-5,106-100%$217.5K———
RWA Wealth Partners, LLC
N/A—5,092-5,092-100%$216.9K———
Rhumbline Advisers
N/A—5,073-5,073-100%$216.1K———
Omnia Family Wealth, LLC
N/A—5,060-5,060-100%$215.8K———
OneDigital Investment Advisors LLC
N/A—5,034-5,034-100%$214.4K———
Lowe Brockenbrough & Co Inc
N/A—4,910-4,910-100%$209.1K———
Donaldson Capital Management, LLC
N/A—4,901-4,901-100%$208.7K———
RiverFront Investment Group, LLC
N/A—4,826-4,826-100%$205.5K———
Lummis Asset Management, LP
N/A—4,813-4,813-100%$205.0K———
Ducere Wealth Management LLC
N/A—4,767-4,767-100%$203.0K———
S Harris Financial Group, LLC
N/A—4,707-4,707-100%$200.5K———
Guardian Wealth Advisors, LLC / NC
N/A—4,707-4,707-100%$200.5K———
Park Place Capital Corp
N/A—4,691-4,691-100%$199.8K———
Atlas Capital Advisors Inc.
N/A—4,565-4,565-100%$194.4K———
Fiduciary Financial Advisors
N/A—4,553-4,553-100%$193.9K———
Roble, Belko & Company, Inc
N/A—4,500-4,500-100%$192.0K———
BFC Planning, Inc.
N/A—4,252-4,252-100%$181.1K———
Banque Transatlantique SA
N/A—3,600-3,600-100%$153.3K———
Allied Private Wealth LLC
N/A—3,000-3,000-100%$128.8K———
Morse Asset Management, Inc
N/A—2,675-2,675-100%$113.9K———
IMA Advisory Services, Inc.
N/A—2,395-2,395-100%$102.0K———
Smartleaf Asset Management LLC
N/A—2,163-2,163-100%$91.1K———
Harbour Investments, Inc.
N/A—1,989-1,989-100%$84.7K———
IFG Advisory, LLC
N/A—1,614-1,614-100%$68.8K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,600-1,600-100%$68.0K———
Cary Street Partners Investment Advisory LLC
N/A—1,502-1,502-100%$64.0K———
MidFirst Bank
N/A—1,418-1,418-100%$60.4K———
Prestige Wealth Management Group LLC
N/A—1,297-1,297-100%$55.2K———
Financial Gravity Companies, Inc.
N/A—1,245-1,245-100%$53.0K———
Seneschal Advisors, LLC
N/A—1,012-1,012-100%$43.1K———
HHM Wealth Advisors, LLC
N/A—983-983-100%$41.9K———
Leo H. Evart, Inc.
N/A—970-970-100%$41.3K———
GW&K Investment Management, LLC
N/A—938-938-100%$40.0K———
Delta Asset Management LLC
N/A—935-935-100%$39.8K———
ST Germain D J Co Inc
N/A—811-811-100%$34.5K———
Johnson Financial Group, Inc.
N/A—770-770-100%$32.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—768-768-100%$32.7K———
Silicon Valley Capital Partners
N/A—763-763-100%$32.5K———
CVA Family Office, LLC
N/A—748-748-100%$31.9K———
Truvestments Capital LLC
N/A—640-640-100%$27.3K———
Colonial Trust Advisors
N/A—525-525-100%$22.4K———
Clal Insurance Enterprises Holdings Ltd
N/A—374-374-100%$16.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—349-349-100%$14.9K———
Accent Capital Management, LLC
N/A—324-324-100%$13.8K———
Keating Financial Advisory Services, Inc.
N/A—314-314-100%$13.4K———
VSM Wealth Advisory, LLC
N/A—288-288-100%$12.3K———
Dunhill Financial, LLC
N/A—240-240-100%$10.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—229-229-100%$9.8K———
BOK Financial Private Wealth, Inc.
N/A—186-186-100%$7.9K———
Kilter Group LLC
N/A—180-180-100%$7.7K———
Raffa Wealth Management, LLC
N/A—173-173-100%$7.4K———
Imprint Wealth LLC
N/A—151-151-100%$6.4K———
JPL Wealth Management, LLC
N/A—150-150-100%$6.4K———
Boreal Capital Management LLC
N/A—150-150-100%$6.4K———
Mcguire Capital Advisors Inc
N/A—145-145-100%$6.2K———
Penserra Capital Management LLC
N/A—138-138-100%$5———
McMillan Office, Inc.
N/A—119-119-100%$5.1K———
Transamerica Financial Advisors, LLC
N/A—95-95-100%$4.0K———
Mark Sheptoff Financial Planning, LLC
N/A—72-72-100%$3.1K———
Cornerstone Financial Management LLC
N/A—46-46-100%$2.0K———
Aventura Private Wealth, LLC
N/A—42-42-100%$1.8K———
Bellevue Asset Management, LLC
N/A—37-37-100%$1.6K———
LRI Investments, LLC
N/A—24-24-100%$1.0K———
Marshall Investment Management, LLC
N/A—19-19-100%$809———
Beaird Harris Wealth Management, LLC
N/A—13-13-100%$554———
Quarry LP
N/A—11-11-100%$468———
Kerr Financial Planning Corp
N/A—9-9-100%$384———
Coppell Advisory Solutions LLC
N/A—4-4-100%$502.3K———
Danske Bank A/S
N/A—3-3-100%$128———
Bogart Wealth, LLC
N/A—3-3-100%$128———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 982 of 982 institutions