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CVS Health Corp (CVS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares30,921,045 from 29,899,653
Change+1,021,392 (+3%)
Value$2.6B (-$441.3M)
Filed 2026-11-06
Pzena Investment Management LLC
DECREASED
Shares10,296,903 from 11,769,536
Change-1,472,633 (-13%)
Value$882.3M (-$335.2M)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares9,031,338 from 9,013,571
Change+17,767 (+0%)
Value$773.9M (-$158.6M)
Filed 2026-11-05
Amundi
INCREASED
Shares7,930,865 from 7,525,080
Change+405,785 (+5%)
Value$679.6M (-$98.9M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares7,526,125 from 7,381,983
Change+144,142 (+2%)
Value$645.0M (-$118.7M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares5,022,614 from 4,510,716
Change+511,898 (+11%)
Value$430.4M (-$36.2M)
Filed 2026-11-06
LSV Asset Management
DECREASED
Shares4,455,620 from 4,635,285
Change-179,665 (-4%)
Value$381.8M (-$97.7M)
Filed 2026-11-06
Assenagon Asset Management S.A.
INCREASED
Shares3,812,575 from 1,776,295
Change+2,036,280 (+115%)
Value$326.7M (+$142.9M)
Filed 2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares3,314,345 from 3,118,927
Change+195,418 (+6%)
Value$284.0M (-$38.6M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,830,609 from 2,888,884
Change-58,275 (-2%)
Value$242.6M (-$56.3M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares2,647,204 from 1,811,857
Change+835,347 (+46%)
Value$226.8M (+$39.4M)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares2,467,318 from 3,022,292
Change-554,974 (-18%)
Value$211.7M (-$101.0M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares2,382,696 from 1,774,398
Change+608,298 (+34%)
Value$204.2M (+$20.6M)
Filed 2026-11-06
Swedbank AB
INCREASED
Shares2,322,112 from 2,295,831
Change+26,281 (+1%)
Value$199.0M (-$38.5M)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares2,179,916 from 1,649,520
Change+530,396 (+32%)
Value$186.8M (+$16.2M)
Filed 2026-10-30
Robeco Institutional Asset Management B.V.
INCREASED
Shares2,091,736 from 2,008,760
Change+82,976 (+4%)
Value$179.2M (-$28.6M)
Filed 2026-10-20
Nykredit A/S
DECREASED
Shares2,017,036 from 2,028,154
Change-11,118 (-1%)
Value$172.8M (-$37.0M)
Filed 2026-11-06
Canoe Financial LP
DECREASED
Shares2,014,839 from 2,193,833
Change-178,994 (-8%)
Value$171.7M (-$55.3M)
Filed 2026-10-21
Hamlin Capital Management, LLC
INCREASED
Shares1,951,402 from 1,717,608
Change+233,794 (+14%)
Value$167.2M (-$10.5M)
Filed 2026-10-08
DekaBank Deutsche Girozentrale
INCREASED
Shares1,896,308 from 1,858,556
Change+37,752 (+2%)
Value$165.1K (+$35.2K)
Filed 2026-10-27
MacKenzie Financial Corp
INCREASED
Shares1,763,001 from 1,718,574
Change+44,427 (+3%)
Value$151.1M (-$26.7M)
Filed 2026-11-02
Aberdeen Group plc
DECREASED
Shares1,725,616 from 1,739,609
Change-13,993 (-1%)
Value$147.9M (-$32.1M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares1,664,389 from 1,555,458
Change+108,931 (+7%)
Value$142.6M (-$18.3M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares1,392,667 from 1,469,883
Change-77,216 (-5%)
Value$119.3M (-$32.7M)
Filed 2026-11-02
KBC Group NV
INCREASED
Shares1,129,688 from 927,958
Change+201,730 (+22%)
Value$96.8M (+$806.0K)
Filed 2026-10-22
SEB Asset Management AB
INCREASED
Shares1,084,534 from 935,333
Change+149,201 (+16%)
Value$92.9M (-$3.8M)
Filed 2026-11-04
Letko, Brosseau & Associates Inc
DECREASED
Shares1,082,965 from 1,095,265
Change-12,300 (-1%)
Value$92.8M (-$20.5M)
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares1,072,981 from 817,301
Change+255,680 (+31%)
Value$92.0M (+$7.4M)
Filed 2026-11-03
New York State Teachers Retirement System
DECREASED
Shares959,920 from 970,841
Change-10,921 (-1%)
Value$82.3M (-$18.2M)
Filed 2026-10-22
Great Lakes Advisors, LLC
INCREASED
Shares899,237 from 98,261
Change+800,976 (+815%)
Value$77.1M (+$66.9M)
Filed 2026-11-06
Retirement Systems of Alabama
INCREASED
Shares874,769 from 874,603
Change+166 (+0%)
Value$75.0M (-$15.5M)
Filed 2026-11-04
Strs Ohio
DECREASED
Shares774,854 from 798,637
Change-23,783 (-3%)
Value$66.4M (-$16.2M)
Filed 2026-10-30
Asset Management One Co., Ltd.
DECREASED
Shares711,638 from 771,317
Change-59,679 (-8%)
Value$61.0M (-$18.8M)
Filed 2026-10-27
Fort Washington Investment Advisors Inc
DECREASED
Shares681,086 from 722,017
Change-40,931 (-6%)
Value$58.4M (-$16.3M)
Filed 2026-10-15
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares665,430 from 497,061
Change+168,369 (+34%)
Value$57.0M (+$5.6M)
Filed 2026-11-06
Munich Reinsurance Co Stock Corp in Munich
INCREASED
Shares626,526 from 459,492
Change+167,034 (+36%)
Value$53.7M (+$6.2M)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares608,412 from 646,506
Change-38,094 (-6%)
Value$52.1M (-$14.7M)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares583,468 from 579,487
Change+3,981 (+1%)
Value$50.0M (-$10.0M)
Filed 2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares546,348 from 255,030
Change+291,318 (+114%)
Value$46.1K (+$20.5K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares495,488 from 428,345
Change+67,143 (+16%)
Value$40.6M (-$1.2M)
Filed 2026-10-13
Oppenheimer Asset Management Inc.
DECREASED
Shares475,631 from 479,674
Change-4,043 (-1%)
Value$40.8M (-$8.9M)
Filed 2026-10-27
Oslo Pensjonsforsikring AS
INCREASED
Shares447,106 from 446,587
Change+519 (+0%)
Value$38.3M (-$7.9M)
Filed 2026-10-15
Crossmark Global Holdings, Inc.
INCREASED
Shares440,645 from 395,817
Change+44,828 (+11%)
Value$37.8M (-$3.2M)
Filed 2026-10-21
CIBC Asset Management Inc
DECREASED
Shares435,076 from 436,422
Change-1,346 (0%)
Value$37.3M (-$7.9M)
Filed 2026-11-05
Vaughan David Investments LLC
INCREASED
Shares429,951 from 427,349
Change+2,602 (+1%)
Value$36.8M (-$7.4M)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares428,044 from 422,940
Change+5,104 (+1%)
Value$36.7M (-$7.1M)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
DECREASED
Shares411,250 from 411,885
Change-635 (0%)
Value$35.2M (-$7.4M)
Filed 2026-11-05
Cacti Asset Management LLC
DECREASED
Shares385,934 from 386,428
Change-494 (0%)
Value$33.6M (-$6.4M)
Filed 2026-10-01
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares385,328 from 338,064
Change+47,264 (+14%)
Value$33.0M (-$2.0M)
Filed 2026-11-03
Achmea Investment Management B.V.
NEW
Shares381,639
Change+381,639
Value$32.7M
Filed 2026-10-30
Mn Services Vermogensbeheer B.V.
INCREASED
Shares375,568 from 370,668
Change+4,900 (+1%)
Value$32.2M (-$6.2M)
Filed 2026-10-08
State of Michigan Retirement System
DECREASED
Shares373,777 from 379,077
Change-5,300 (-1%)
Value$32.0M (-$7.2M)
Filed 2026-10-27
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares369,096 from 372,011
Change-2,915 (-1%)
Value$31.6M (-$6.9M)
Filed 2026-10-26
Tctc Holdings, LLC
DECREASED
Shares368,957 from 369,552
Change-595 (0%)
Value$31.6M (-$6.6M)
Filed 2026-11-02
Nippon Life Global Investors Americas, Inc.
INCREASED
Shares367,540 from 347,480
Change+20,060 (+6%)
Value$31.5M (-$4.5M)
Filed 2026-10-29
Czech National Bank
INCREASED
Shares367,479 from 363,178
Change+4,301 (+1%)
Value$31.5M (-$6.1M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares358,817 from 353,014
Change+5,803 (+2%)
Value$30.7M (-$5.8M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares358,621 from 332,113
Change+26,508 (+8%)
Value$30.7M (-$3.6M)
Filed 2026-11-02
Polaris Capital Management, LLC
DECREASED
Shares345,600 from 365,200
Change-19,600 (-5%)
Value$29.6M (-$8.2M)
Filed 2026-10-21
CapWealth Advisors, LLC
INCREASED
Shares344,416 from 339,602
Change+4,814 (+1%)
Value$29.5M (-$5.6M)
Filed 2026-10-05
Fifth Third Bancorp
DECREASED
Shares342,368 from 375,587
Change-33,219 (-9%)
Value$29.3M (-$9.5M)
Filed 2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares338,783 from 345,400
Change-6,617 (-2%)
Value$29.0M (-$6.7M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares331,321 from 346,307
Change-14,986 (-4%)
Value$28.4M (-$7.4M)
Filed 2026-11-02
Beau Ventures, LLc
INCREASED
Shares325,432 from 325,301
Change+131 (+0%)
Value$27.9M (-$5.8M)
Filed 2026-10-14
Nisa Investment Advisors, LLC
DECREASED
Shares324,307 from 343,555
Change-19,248 (-6%)
Value$27.8M (-$7.8M)
Filed 2026-10-20
Candriam S.C.A.
DECREASED
Shares322,096 from 324,260
Change-2,164 (-1%)
Value$27.7M (-$5.8M)
Filed 2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED
Shares322,035 from 90,295
Change+231,740 (+257%)
Value$27.6M (+$18.3M)
Filed 2026-11-06
Alps Advisors Inc
INCREASED
Shares313,027 from 278,454
Change+34,573 (+12%)
Value$26.8M (-$2.0M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares310,260 from 452,488
Change-142,228 (-31%)
Value$26.4M (-$21.0M)
Filed 2026-10-16
Swiss Life Asset Management Ltd
DECREASED
Shares298,723 from 421,213
Change-122,490 (-29%)
Value$25.6M (-$18.0M)
Filed 2026-11-03
IFM Investors Pty Ltd
INCREASED
Shares294,030 from 284,433
Change+9,597 (+3%)
Value$25.2M (-$4.2M)
Filed 2026-10-14
Wedge Capital Management L L P
DECREASED
Shares291,450 from 301,882
Change-10,432 (-3%)
Value$25.0M (-$6.3M)
Filed 2026-10-13
Old National Bancorp
DECREASED
Shares291,189 from 323,457
Change-32,268 (-10%)
Value$25.0M (-$8.5M)
Filed 2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares282,568 from 281,818
Change+750 (+0%)
Value$24.2M (-$4.9M)
Filed 2026-11-03
Xponance LLC
INCREASED
Shares277,856 from 263,078
Change+14,778 (+6%)
Value$23.8M (-$3.4M)
Filed 2026-11-03
UniSuper Management Pty Ltd
INCREASED
Shares277,046 from 139,963
Change+137,083 (+98%)
Value$23.7M (+$9.3M)
Filed 2026-10-26
Farmers & Merchants Investments Inc
INCREASED
Shares266,457 from 262,608
Change+3,849 (+1%)
Value$22.8M (-$4.3M)
Filed 2026-10-22
Gateway Investment Advisers LLC
INCREASED
Shares265,195 from 258,442
Change+6,753 (+3%)
Value$22.7M (-$4.0M)
Filed 2026-10-13
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares260,592 from 254,190
Change+6,402 (+3%)
Value$22.3M (-$4.0M)
Filed 2026-10-21
Payden & Rygel
INCREASED
Shares260,340 from 218,700
Change+41,640 (+19%)
Value$22.3M (-$316.0K)
Filed 2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares257,782 from 219,730
Change+38,052 (+17%)
Value$22.1M (-$641.7K)
Filed 2026-10-19
Daiwa Securities Group Inc.
DECREASED
Shares247,306 from 270,906
Change-23,600 (-9%)
Value$21.2M (-$6.8M)
Filed 2026-10-29
Douglas Lane & Associates, LLC
DECREASED
Shares240,188 from 284,112
Change-43,924 (-15%)
Value$20.6M (-$8.8M)
Filed 2026-10-09
Neos Investment Management LLC
INCREASED
Shares238,616 from 206,750
Change+31,866 (+15%)
Value$20.4M (-$941.3K)
Filed 2026-11-04
Argent Capital Management LLC
INCREASED
Shares238,110 from 158,288
Change+79,822 (+50%)
Value$20.4M (+$4.0M)
Filed 2026-10-05
Community Trust & Investment Co
DECREASED
Shares232,385 from 245,183
Change-12,798 (-5%)
Value$19.9M (-$5.5M)
Filed 2026-10-15
Rakuten Investment Management, Inc.
INCREASED
Shares229,362 from 208,478
Change+20,884 (+10%)
Value$20.0M (-$1.6M)
Filed 2026-10-30
ProShare Advisors LLC
INCREASED
Shares228,981 from 224,670
Change+4,311 (+2%)
Value$19.6M (-$3.6M)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares224,727 from 202,700
Change+22,027 (+11%)
Value$19.3M (-$1.7M)
Filed 2026-11-05
Amalgamated Bank
DECREASED
Shares218,563 from 224,588
Change-6,025 (-3%)
Value$18.7M (-$4.5M)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares216,252 from 214,619
Change+1,633 (+1%)
Value$18.5M (-$3.7M)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares207,131 from 209,787
Change-2,656 (-1%)
Value$17.7M (-$4.0M)
Filed 2026-10-28
Davidson Investment Advisors
DECREASED
Shares204,568 from 244,542
Change-39,974 (-16%)
Value$17.5M (-$7.8M)
Filed 2026-10-20
LBP AM SA
DECREASED
Shares199,635 from 232,970
Change-33,335 (-14%)
Value$17.1M (-$7.0M)
Filed 2026-11-06
Adams Diversified Equity Fund, Inc.
DECREASED
Shares194,600 from 200,700
Change-6,100 (-3%)
Value$16.7M (-$4.1M)
Filed 2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares191,455 from 190,060
Change+1,395 (+1%)
Value$16.4M (-$3.3M)
Filed 2026-10-20
OP Asset Management Ltd
INCREASED
Shares191,205 from 141,093
Change+50,112 (+36%)
Value$16.4M (+$1.8M)
Filed 2026-11-05
Yousif Capital Management, LLC
INCREASED
Shares187,253 from 181,686
Change+5,567 (+3%)
Value$16.0M (-$2.7M)
Filed 2026-10-22
ASR Vermogensbeheer N.V.
DECREASED
Shares186,882 from 206,492
Change-19,610 (-9%)
Value$16.0M (-$5.3M)
Filed 2026-10-16
Illinois Municipal Retirement Fund
INCREASED
Shares186,690 from 183,578
Change+3,112 (+2%)
Value$16.0M (-$3.0M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares178,522 from 161,531
Change+16,991 (+11%)
Value$15.2M (-$1.7M)
Filed 2026-11-04
New York Life Investment Management LLC
INCREASED
Shares177,897 from 177,779
Change+118 (+0%)
Value$15.2M (-$3.1M)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares173,924 from 175,859
Change-1,935 (-1%)
Value$14.9M (-$3.3M)
Filed 2026-11-05
MFF Capital Investments Ltd
UNCHANGED
Shares160,853 from 160,853
Change0 (0%)
Value$13.8M (-$2.9M)
Filed 2026-11-05
Mutual of America Capital Management LLC
INCREASED
Shares158,473 from 146,259
Change+12,214 (+8%)
Value$13.6M (-$1.6M)
Filed 2026-10-23
Oregon Public Employees Retirement Fund
INCREASED
Shares157,270 from 156,884
Change+386 (+0%)
Value$13.5M (-$2.8M)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares151,570 from 155,437
Change-3,867 (-2%)
Value$13.0M (-$3.1M)
Filed 2026-10-15
ABN Amro Investment Solutions
INCREASED
Shares148,272 from 95,603
Change+52,669 (+55%)
Value$12.7M (+$2.8M)
Filed 2026-10-21
Cohen Capital Management, Inc.
DECREASED
Shares148,012 from 148,859
Change-847 (-1%)
Value$12.7M (-$2.7M)
Filed 2026-10-14
Cutler Investment Counsel LLC
DECREASED
Shares146,921 from 149,901
Change-2,980 (-2%)
Value$12.6M (-$2.9M)
Filed 2026-10-28
AIA Group Ltd
INCREASED
Shares143,436 from 143,222
Change+214 (+0%)
Value$12.3M (-$2.5M)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares141,653 from 113,425
Change+28,228 (+25%)
Value$12.1M (+$404.5K)
Filed 2026-10-16
Savant Capital, LLC
INCREASED
Shares141,491 from 78,248
Change+63,243 (+81%)
Value$12.1M (+$4.0M)
Filed 2026-11-06
F&V Capital Management, LLC
DECREASED
Shares140,062 from 140,557
Change-495 (0%)
Value$12.0M (-$2.5M)
Filed 2026-10-19
Toth Financial Advisory Corp
INCREASED
Shares137,551 from 128,684
Change+8,867 (+7%)
Value$11.8M (-$1.5M)
Filed 2026-10-08
Oliver Luxxe Assets LLC
DECREASED
Shares134,265 from 134,539
Change-274 (0%)
Value$11.5M (-$2.4M)
Filed 2026-10-14
Intact Investment Management Inc.
DECREASED
Shares133,320 from 144,300
Change-10,980 (-8%)
Value$11.4M (-$3.5M)
Filed 2026-11-03
Park National Corp
DECREASED
Shares132,587 from 138,618
Change-6,031 (-4%)
Value$11.4M (-$3.0M)
Filed 2026-10-05
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares128,843 from 123,784
Change+5,059 (+4%)
Value$11.0M (-$1.8M)
Filed 2026-10-30
Sterling Capital Management LLC
INCREASED
Shares128,075 from 114,127
Change+13,948 (+12%)
Value$11.0M (-$831.7K)
Filed 2026-10-22
Applied Finance Capital Management, LLC
DECREASED
Shares127,470 from 134,138
Change-6,668 (-5%)
Value$10.9M (-$3.0M)
Filed 2026-11-03
iA Global Asset Management Inc.
NEW
Shares126,920
Change+126,920
Value$10.9M
Filed 2026-10-29
Imc-Chicago, LLC
INCREASED
Shares126,692 from 102,432
Change+24,260 (+24%)
Value$10.9M (+$259.6K)
Filed 2026-11-05
Factory Mutual Insurance Co
DECREASED
Shares125,193 from 241,093
Change-115,900 (-48%)
Value$10.7M (-$14.2M)
Filed 2026-10-30
Cardinal Point Capital Management ULC
UNCHANGED
Shares123,764 from 123,764
Change0 (0%)
Value$10.6M (-$2.2M)
Filed 2026-10-21
Alpha Omega Wealth Management LLC
INCREASED
Shares123,735 from 123,122
Change+613 (+1%)
Value$10.6M (-$2.1M)
Filed 2026-10-23
Thompson Investment Management, Inc.
DECREASED
Shares122,700 from 126,036
Change-3,336 (-3%)
Value$10.5M (-$2.5M)
Filed 2026-10-14
One Way Holdings LLC
NEW
Shares121,662
Change+121,662
Value$10.4M
Filed 2026-10-29
Triglav Investments, D.O.O.
UNCHANGED
Shares112,950 from 112,950
Change0 (0%)
Value$9.7M (-$2.0M)
Filed 2026-11-06
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares111,421 from 110,860
Change+561 (+1%)
Value$9.5M (-$1.9M)
Filed 2026-10-23
Parthenon LLC
DECREASED
Shares110,966 from 112,171
Change-1,205 (-1%)
Value$9.5M (-$2.1M)
Filed 2026-10-22
Greatmark Investment Partners, Inc.
DECREASED
Shares110,129 from 110,539
Change-410 (0%)
Value$9.4M (-$2.0M)
Filed 2026-10-28
TD Private Client Wealth LLC
DECREASED
Shares108,214 from 111,151
Change-2,937 (-3%)
Value$9.3M (-$2.2M)
Filed 2026-10-28
Fisher Funds Management LTD
INCREASED
Shares106,450 from 97,450
Change+9,000 (+9%)
Value$9.1M (-$959.5K)
Filed 2026-10-13
Seizert Capital Partners, LLC
DECREASED
Shares100,154 from 147,289
Change-47,135 (-32%)
Value$8.6M (-$6.7M)
Filed 2026-10-30
Fisher Asset Management, LLC
INCREASED
Shares97,886 from 92,010
Change+5,876 (+6%)
Value$8.4M (-$1.1M)
Filed 2026-11-06
1834 Investment Advisors Co
DECREASED
Shares97,222 from 101,154
Change-3,932 (-4%)
Value$8.3M (-$2.1M)
Filed 2026-10-16
Motley Fool Asset Management LLC
INCREASED
Shares96,586 from 93,538
Change+3,048 (+3%)
Value$8.3M (-$1.4M)
Filed 2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED
Shares96,488 from 96,488
Change0 (0%)
Value$8.3M (-$1.7M)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares96,237 from 33,215
Change+63,022 (+190%)
Value$10.0M (+$6.5M)
Filed 2026-11-06
Burney Co/
INCREASED
Shares96,115 from 66,339
Change+29,776 (+45%)
Value$8.2M (+$1.4M)
Filed 2026-10-15
Avanza Fonder AB
INCREASED
Shares94,495 from 78,109
Change+16,386 (+21%)
Value$8.1M (+$16.9K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares93,555 from 79,149
Change+14,406 (+18%)
Value$8.0M (-$171.3K)
Filed 2026-11-02
Plato Investment Management Ltd
INCREASED
Shares92,559 from 51,917
Change+40,642 (+78%)
Value$8.0M (+$2.6M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares87,894 from 98,315
Change-10,421 (-11%)
Value$7.5M (-$2.6M)
Filed 2026-11-04
NewSquare Capital LLC
INCREASED
Shares86,742 from 83,396
Change+3,346 (+4%)
Value$7.4M (-$1.2M)
Filed 2026-11-06
Royal Fund Management, LLC
INCREASED
Shares86,465 from 75,179
Change+11,286 (+15%)
Value$7.4M (-$368.1K)
Filed 2026-10-22
Dana Investment Advisors, Inc.
INCREASED
Shares83,721 from 75,282
Change+8,439 (+11%)
Value$7.2M (-$613.8K)
Filed 2026-11-06
Choreo, LLC
INCREASED
Shares83,211 from 80,162
Change+3,049 (+4%)
Value$7.1M (-$1.2M)
Filed 2026-10-28
St. Louis Trust Co
UNCHANGED
Shares82,452 from 82,452
Change0 (0%)
Value$7.1M (+$6.2M)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares79,692 from 77,969
Change+1,723 (+2%)
Value$6.8M (-$1.2M)
Filed 2026-10-22
Maryland State Retirement & Pension System
INCREASED
Shares78,768 from 68,569
Change+10,199 (+15%)
Value$6.7M (-$343.8K)
Filed 2026-11-05
Stablepoint Partners, LLC
DECREASED
Shares76,180 from 88,359
Change-12,179 (-14%)
Value$6.5M (-$2.6M)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares76,122 from 75,699
Change+423 (+1%)
Value$6.5M (-$1.3M)
Filed 2026-10-15
GHP Investment Advisors, Inc.
INCREASED
Shares75,288 from 74,011
Change+1,277 (+2%)
Value$6.5M (-$1.2M)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares75,195 from 58,892
Change+16,303 (+28%)
Value$6.4M (+$351.1K)
Filed 2026-10-29
Hudson Edge Investment Partners Inc.
DECREASED
Shares74,521 from 76,628
Change-2,107 (-3%)
Value$6.4M (-$1.5M)
Filed 2026-10-28
Legacy CG, LLC
DECREASED
Shares72,622 from 75,718
Change-3,096 (-4%)
Value$6.2M (-$1.6M)
Filed 2026-10-30
Parkside Investments, LLC
DECREASED
Shares72,249 from 73,517
Change-1,268 (-2%)
Value$6.2M (-$1.4M)
Filed 2026-10-20
Hennessy Advisors Inc
UNCHANGED
Shares72,100 from 72,100
Change0 (0%)
Value$6.2M (-$1.3M)
Filed 2026-10-28
Triasima Portfolio Management inc.
INCREASED
Shares71,917 from 32,715
Change+39,202 (+120%)
Value$6.2M (+$2.8M)
Filed 2026-10-15
Stanley-Laman Group, Ltd.
DECREASED
Shares70,316 from 71,877
Change-1,561 (-2%)
Value$6.0M (-$1.4M)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares70,118 from 64,529
Change+5,589 (+9%)
Value$6.0M (-$667.1K)
Filed 2026-11-06
Vontobel Holding Ltd.
INCREASED
Shares70,098 from 61,671
Change+8,427 (+14%)
Value$6.0M (-$373.2K)
Filed 2026-10-16
Simplify Asset Management Inc.
DECREASED
Shares69,933 from 71,090
Change-1,157 (-2%)
Value$6.0M (-$1.4M)
Filed 2026-10-27
Fideuram Asset Management (Ireland) dac
DECREASED
Shares69,689 from 127,567
Change-57,878 (-45%)
Value$7.2M (-$4.5M)
Filed 2026-10-29
Convergence Investment Partners, LLC
INCREASED
Shares69,585 from 50,785
Change+18,800 (+37%)
Value$6.0M (+$709.0K)
Filed 2026-10-28
Romano Brothers and Company
DECREASED
Shares69,362 from 70,720
Change-1,358 (-2%)
Value$5.9M (-$1.4M)
Filed 2026-10-22
Hartford Investment Management Co
DECREASED
Shares68,441 from 70,431
Change-1,990 (-3%)
Value$5.9M (-$1.4M)
Filed 2026-11-04
AGF Management LTD
DECREASED
Shares67,049 from 70,085
Change-3,036 (-4%)
Value$5.7M (-$1.5M)
Filed 2026-11-03
New Mexico Educational Retirement Board
UNCHANGED
Shares63,377 from 63,377
Change0 (0%)
Value$5.4M (-$1.1M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares62,900 from 65,200
Change-2,300 (-4%)
Value$5.4M (-$1.4M)
Filed 2026-10-20
Kintegral Advisory, LLC
INCREASED
Shares61,828 from 61,479
Change+349 (+1%)
Value$5.3M (-$1.1M)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares59,355 from 55,999
Change+3,356 (+6%)
Value$5.1M (-$707.1K)
Filed 2026-11-04
BCV Asset Management Inc.
INCREASED
Shares59,177 from 58,475
Change+702 (+1%)
Value$5.1M (-$977.8K)
Filed 2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares58,802 from 56,531
Change+2,271 (+4%)
Value$5.0M (-$809.4K)
Filed 2026-10-26
Butensky & Cohen Financial Security, Inc
DECREASED
Shares58,246 from 58,820
Change-574 (-1%)
Value$5.0M (-$1.1M)
Filed 2026-10-13
Unison Advisors LLC
INCREASED
Shares57,154 from 56,796
Change+358 (+1%)
Value$4.9M (-$978.0K)
Filed 2026-10-29
Baker Avenue Asset Management, LP
INCREASED
Shares56,153 from 8,782
Change+47,371 (+539%)
Value$4.8M (+$3.9M)
Filed 2026-11-06
Pinnacle Associates LTD
DECREASED
Shares56,038 from 59,101
Change-3,063 (-5%)
Value$4.8M (-$1.3M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares55,678 from 56,489
Change-811 (-1%)
Value$4.8M (-$1.1M)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares55,530 from 54,798
Change+732 (+1%)
Value$4.8M (-$911.0K)
Filed 2026-10-26
AMG National Trust Bank
DECREASED
Shares55,163 from 56,464
Change-1,301 (-2%)
Value$4.7M (-$1.1M)
Filed 2026-11-05
Inlet Private Wealth, LLC
DECREASED
Shares54,916 from 57,116
Change-2,200 (-4%)
Value$4.7M (-$1.2M)
Filed 2026-10-21
Capital Investment Advisors, LLC
DECREASED
Shares54,011 from 57,413
Change-3,402 (-6%)
Value$4.6M (-$1.3M)
Filed 2026-10-22
Generali Asset Management SPA SGR
DECREASED
Shares53,479 from 58,450
Change-4,971 (-8%)
Value$4.6M (-$1.5M)
Filed 2026-10-26
Cullinan Associates Inc
INCREASED
Shares53,469 from 46,424
Change+7,045 (+15%)
Value$4.6M (-$220.8K)
Filed 2026-11-03
Western Financial Corp
NEW
Shares52,621
Change+52,621
Value$4.5M
Filed 2026-10-14
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares51,943 from 49,638
Change+2,305 (+5%)
Value$4.5M (-$684.0K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares50,572 from 53,323
Change-2,751 (-5%)
Value$4.3M (-$1.2M)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares50,560 from 47,828
Change+2,732 (+6%)
Value$4.3M (-$615.4K)
Filed 2026-10-23
Artemis Investment Management LLP
INCREASED
Shares50,481 from 30,481
Change+20,000 (+66%)
Value$4.3M (+$1.2M)
Filed 2026-10-08
Associated Banc-Corp
DECREASED
Shares48,865 from 50,779
Change-1,914 (-4%)
Value$4.2M (-$1.1M)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares48,352 from 45,334
Change+3,018 (+7%)
Value$4.1M (-$546.5K)
Filed 2026-11-03
Tokio Marine Asset Management Co LTD
INCREASED
Shares48,259 from 47,308
Change+951 (+2%)
Value$4.1M (-$758.7K)
Filed 2026-10-26
Able Financial Group, LLC
DECREASED
Shares48,140 from 48,299
Change-159 (0%)
Value$4.1M (-$871.4K)
Filed 2026-10-14
Simplex Trading, LLC
INCREASED
Shares47,919 from 19,407
Change+28,512 (+147%)
Value$4.1M (+$2.1M)
Filed 2026-11-04
Oak Asset Management, LLC
DECREASED
Shares47,512 from 47,622
Change-110 (0%)
Value$4.1M (-$855.2K)
Filed 2026-10-13
LEE Danner & Bass Inc
DECREASED
Shares47,111 from 47,941
Change-830 (-2%)
Value$4.0M (-$922.5K)
Filed 2026-10-27
University of Texas S AM Investment Management Co
INCREASED
Shares46,754 from 613
Change+46,141 (+7527%)
Value$4.0M (+$3.9M)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares46,705 from 41,526
Change+5,179 (+12%)
Value$4.0M (-$294.0K)
Filed 2026-10-08
Concord Wealth Partners
INCREASED
Shares46,522 from 46,066
Change+456 (+1%)
Value$4.0M (-$779.0K)
Filed 2026-11-02
Concord Asset Management, LLC
INCREASED
Shares45,473 from 44,190
Change+1,283 (+3%)
Value$3.9M (-$674.9K)
Filed 2026-11-02
Leuthold Group, LLC
INCREASED
Shares45,227 from 41,189
Change+4,038 (+10%)
Value$3.9M (-$385.5K)
Filed 2026-11-04
Robeco Schweiz AG
DECREASED
Shares44,632 from 52,254
Change-7,622 (-15%)
Value$3.8M (-$1.6M)
Filed 2026-10-23
North Dakota State Investment Board
DECREASED
Shares44,476 from 50,828
Change-6,352 (-12%)
Value$3.8M (-$1.4M)
Filed 2026-10-27
Alexander Randolph Advisory, Inc.
DECREASED
Shares44,310 from 44,562
Change-252 (-1%)
Value$3.8M (-$813.0K)
Filed 2026-11-04
Moors & Cabot, Inc.
DECREASED
Shares44,070 from 45,913
Change-1,843 (-4%)
Value$3.8M (-$973.3K)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares43,963 from 43,238
Change+725 (+2%)
Value$3.8M (-$705.8K)
Filed 2026-10-23
Blume Capital Management, Inc.
DECREASED
Shares43,342 from 44,074
Change-732 (-2%)
Value$3.7M (-$845.5K)
Filed 2026-10-26
Violich Capital Management, Inc.
DECREASED
Shares42,738 from 44,263
Change-1,525 (-3%)
Value$3.7M (-$916.8K)
Filed 2026-10-05
Thompson Siegel & Walmsley LLC
DECREASED
Shares42,238 from 78,260
Change-36,022 (-46%)
Value$3.6M (-$4.5M)
Filed 2026-11-05
XML Financial, LLC
DECREASED
Shares42,023 from 42,401
Change-378 (-1%)
Value$3.6M (-$785.4K)
Filed 2026-10-29
Hussman Strategic Advisors, Inc.
INCREASED
Shares42,000 from 25,200
Change+16,800 (+67%)
Value$3.6M (+$992.0K)
Filed 2026-11-02
Vertrix Wealth Management, LLC
INCREASED
Shares41,301 from 36,636
Change+4,665 (+13%)
Value$3.5M (-$251.0K)
Filed 2026-10-13
Vest Financial, LLC
DECREASED
Shares40,648 from 41,112
Change-464 (-1%)
Value$3.5M (-$769.9K)
Filed 2026-10-21
Regions Financial Corp
DECREASED
Shares40,221 from 40,584
Change-363 (-1%)
Value$3.4M (-$751.9K)
Filed 2026-11-05
Montaka Global Pty Ltd
NEW
Shares40,000
Change+40,000
Value$3.4M
Filed 2026-11-05
Vista Investment Partners LLC
DECREASED
Shares39,713 from 40,667
Change-954 (-2%)
Value$3.4M (-$803.2K)
Filed 2026-10-08
First Citizens Bank & Trust Co
DECREASED
Shares39,486 from 39,761
Change-275 (-1%)
Value$3.4M (-$729.7K)
Filed 2026-10-14
GF Fund Management Co. Ltd.
UNCHANGED
Shares39,486 from 39,486
Change0 (0%)
Value$3.4M (-$701.3K)
Filed 2026-10-26
Carnegie Investment Counsel
INCREASED
Shares39,461 from 38,104
Change+1,357 (+4%)
Value$3.4M (-$560.4K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares39,448 from 39,412
Change+36 (+0%)
Value$3.4M (-$691.8K)
Filed 2026-10-14
Oak Thistle LLC
INCREASED
Shares39,402 from 17,676
Change+21,726 (+123%)
Value$3.4M (+$1.5M)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares39,283 from 38,758
Change+525 (+1%)
Value$3.4M (-$643.8K)
Filed 2026-11-06
Consolidated Investment Group LLC
INCREASED
Shares39,000 from 21,000
Change+18,000 (+86%)
Value$3.3M (+$1.2M)
Filed 2026-11-04
Ellsworth Advisors, LLC
INCREASED
Shares38,943 from 36,968
Change+1,975 (+5%)
Value$3.3M (-$578.3K)
Filed 2026-10-15
PKO Investment Management Joint-Stock Co
INCREASED
Shares38,800 from 35,300
Change+3,500 (+10%)
Value$3.3M (-$327.0K)
Filed 2026-10-19
Neumann Capital Management, LLC
INCREASED
Shares38,751 from 37,651
Change+1,100 (+3%)
Value$3.3M (-$574.4K)
Filed 2026-10-15
Uncommon Cents Investing Inc
DECREASED
Shares38,060 from 38,075
Change-15 (0%)
Value$3.3M (-$677.5K)
Filed 2026-10-20
Excalibur Management Corp
DECREASED
Shares37,971 from 38,887
Change-916 (-2%)
Value$3.3M (-$769.2K)
Filed 2026-11-02
Simplicity Wealth,LLC
DECREASED
Shares37,860 from 38,054
Change-194 (-1%)
Value$3.2M (-$692.5K)
Filed 2026-10-23
Cidel Asset Management Inc
DECREASED
Shares37,598 from 38,234
Change-636 (-2%)
Value$3.2M (-$733.5K)
Filed 2026-10-29
Salem Investment Counselors Inc
DECREASED
Shares37,255 from 38,130
Change-875 (-2%)
Value$3.2M (-$752.2K)
Filed 2026-10-13
Meyer Handelman Co
DECREASED
Shares37,217 from 39,572
Change-2,355 (-6%)
Value$3.2M (-$904.6K)
Filed 2026-10-28
NBT Bank, N.A.
DECREASED
Shares37,187 from 39,187
Change-2,000 (-5%)
Value$3.2M (-$867.4K)
Filed 2026-10-21
Radnor Capital Management, LLC
DECREASED
Shares37,185 from 37,235
Change-50 (0%)
Value$3.2M (-$665.6K)
Filed 2026-10-23
Modera Wealth Management, LLC
DECREASED
Shares36,578 from 37,057
Change-479 (-1%)
Value$3.1M (-$699.1K)
Filed 2026-10-28
Peak Financial Advisors LLC
DECREASED
Shares36,432 from 36,666
Change-234 (-1%)
Value$3.1M (-$671.2K)
Filed 2026-10-28
Third View Private Wealth, LLC
DECREASED
Shares35,977 from 37,575
Change-1,598 (-4%)
Value$3.1M (-$804.3K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares35,828 from 31,810
Change+4,018 (+13%)
Value$3.1M (-$220.6K)
Filed 2026-10-08
Canandaigua National Bank & Trust Co
DECREASED
Shares35,807 from 36,217
Change-410 (-1%)
Value$3.1M (-$678.3K)
Filed 2026-10-07
Prospera Financial Services Inc
INCREASED
Shares35,746 from 18,068
Change+17,678 (+98%)
Value$3.2M (+$1.4M)
Filed 2026-11-04
Exchange Traded Concepts, LLC
DECREASED
Shares35,615 from 37,987
Change-2,372 (-6%)
Value$3.1M (-$877.9K)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares34,640 from 32,868
Change+1,772 (+5%)
Value$3.0M (-$431.9K)
Filed 2026-11-04
Trust Co of Toledo NA
INCREASED
Shares34,616 from 34,560
Change+56 (+0%)
Value$3.0M (-$609.0K)
Filed 2026-10-16
Benedict Financial Advisors Inc
INCREASED
Shares34,452 from 34,394
Change+58 (+0%)
Value$3.0M (-$605.8K)
Filed 2026-10-07
Sowell Financial Services LLC
DECREASED
Shares34,434 from 35,982
Change-1,548 (-4%)
Value$3.0M (-$771.7K)
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares34,263 from 32,607
Change+1,656 (+5%)
Value$2.9M (-$437.2K)
Filed 2026-11-05
Manske Wealth Management
DECREASED
Shares34,210 from 35,676
Change-1,466 (-4%)
Value$2.9M (-$759.2K)
Filed 2026-10-26
Patrick M Sweeney & Associates, Inc
DECREASED
Shares33,961 from 34,220
Change-259 (-1%)
Value$2.9M (-$630.0K)
Filed 2026-10-22
Raiffeisen Bank International AG
INCREASED
Shares33,801 from 32,876
Change+925 (+3%)
Value$2.9M (-$461.2K)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares33,793 from 23,507
Change+10,286 (+44%)
Value$2.9M (+$463.9K)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares33,748 from 34,060
Change-312 (-1%)
Value$2.9M (-$631.6K)
Filed 2026-10-30
Woodard & Co Asset Management Group Inc
DECREASED
Shares33,318 from 33,392
Change-74 (0%)
Value$2.9M (-$599.3K)
Filed 2026-11-03
Citizens Financial Group Inc
INCREASED
Shares33,206 from 30,253
Change+2,953 (+10%)
Value$2.8M (-$284.3K)
Filed 2026-10-23
Securian Asset Management, Inc
DECREASED
Shares33,199 from 33,894
Change-695 (-2%)
Value$2.8M (-$797.8K)
Filed 2026-11-06
Daymark Wealth Partners, LLC
INCREASED
Shares33,167 from 31,083
Change+2,084 (+7%)
Value$2.8M (-$373.5K)
Filed 2026-11-04
Strengthening Families & Communities, LLC
INCREASED
Shares32,998 from 30,462
Change+2,536 (+8%)
Value$2.8M (-$323.6K)
Filed 2026-10-21
KCM Investment Advisors LLC
DECREASED
Shares32,927 from 33,595
Change-668 (-2%)
Value$2.8M (-$653.9K)
Filed 2026-10-27
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares32,837
Change+32,837
Value$2.8M
Filed 2026-10-20
Axecap Investments, LLC
NEW
Shares32,837
Change+32,837
Value$2.8M
Filed 2026-10-20
Missouri Trust & Investment Co
INCREASED
Shares32,701 from 30,656
Change+2,045 (+7%)
Value$2.8M (-$399.2K)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED
Shares32,681 from 26,903
Change+5,778 (+21%)
Value$2.9M (+$103.5K)
Filed 2026-10-13
111 Capital
NEW
Shares32,448
Change+32,448
Value$2.8M
Filed 2026-11-03
Alkeme Wealth, LLC
DECREASED
Shares32,415 from 34,983
Change-2,568 (-7%)
Value$2.8M (-$841.4K)
Filed 2026-10-08
Inlight Wealth Management, LLC
INCREASED
Shares32,074 from 31,854
Change+220 (+1%)
Value$2.7M (-$546.9K)
Filed 2026-10-21
Jackson Square Capital, LLC
DECREASED
Shares32,070 from 43,545
Change-11,475 (-26%)
Value$2.7M (-$1.8M)
Filed 2026-10-19
Vision Capital Management, Inc.
DECREASED
Shares32,043 from 40,096
Change-8,053 (-20%)
Value$2.7M (-$1.4M)
Filed 2026-10-20
Westside Investment Management, Inc.
DECREASED
Shares32,005 from 33,865
Change-1,860 (-5%)
Value$2.7M (-$760.1K)
Filed 2026-11-02
Culbertson A N & Co Inc
DECREASED
Shares31,620 from 33,648
Change-2,028 (-6%)
Value$2.7M (-$771.4K)
Filed 2026-10-21
Signet Investment Advisory Group, Inc.
DECREASED
Shares31,538 from 31,675
Change-137 (0%)
Value$2.7M (-$574.3K)
Filed 2026-10-30
E. Ohman J:or Asset Management AB
INCREASED
Shares31,455 from 30,455
Change+1,000 (+3%)
Value$2.7M (-$455.2K)
Filed 2026-10-22
Praxis Investment Management Inc
UNCHANGED
Shares31,342 from 31,342
Change0 (0%)
Value$2.7M (-$556.0K)
Filed 2026-11-03
Argyle Capital Management, LLC
INCREASED
Shares31,297 from 30,717
Change+580 (+2%)
Value$2.7M (-$495.8K)
Filed 2026-10-28
Diversify Advisory Services, LLC
DECREASED
Shares30,939 from 33,706
Change-2,767 (-8%)
Value$2.9M (-$744.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares30,939 from 33,706
Change-2,767 (-8%)
Value$2.9M (-$744.5K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares30,755 from 20,329
Change+10,426 (+51%)
Value$2.6M (+$532.4K)
Filed 2026-11-03
CenterBook Partners LP
NEW
Shares30,474
Change+30,474
Value$2.6M
Filed 2026-11-02
Private Management Group Inc
INCREASED
Shares30,168 from 30,141
Change+27 (+0%)
Value$2.6M (-$533.0K)
Filed 2026-11-04
Mystic Asset Management, Inc.
DECREASED
Shares30,054 from 30,357
Change-303 (-1%)
Value$2.6M (-$565.1K)
Filed 2026-10-15
Searle & Co.
UNCHANGED
Shares29,560 from 29,560
Change0 (0%)
Value$2.5M (-$525.0K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares29,405 from 29,402
Change+3 (+0%)
Value$2.5M (-$521.9K)
Filed 2026-10-22
Flagship Capital Management Inc.
INCREASED
Shares29,198 from 28,879
Change+319 (+1%)
Value$2.5M (-$485.6K)
Filed 2026-10-20
Trust Co of Vermont
DECREASED
Shares28,760 from 28,800
Change-40 (0%)
Value$2.5M (-$514.9K)
Filed 2026-10-21
Quadrant Capital Group LLC
DECREASED
Shares28,612 from 28,776
Change-164 (-1%)
Value$2.5M (-$471.9K)
Filed 2026-10-20
Jacobi Capital Management LLC
INCREASED
Shares28,580 from 28,525
Change+55 (+0%)
Value$2.4M (-$501.8K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares28,574 from 24,612
Change+3,962 (+16%)
Value$2.7M (+$40.1K)
Filed 2026-10-27
Lynch & Associates
INCREASED
Shares28,426 from 27,949
Change+477 (+2%)
Value$2.4M (-$455.5K)
Filed 2026-10-13
SteelPeak Wealth, LLC
INCREASED
Shares28,373 from 2,397
Change+25,976 (+1084%)
Value$2.4M (+$2.2M)
Filed 2026-10-16
Founders Financial Securities LLC
DECREASED
Shares27,800 from 29,981
Change-2,181 (-7%)
Value$2.4M (-$719.4K)
Filed 2026-10-28
Ritholtz Wealth Management
INCREASED
Shares27,787 from 25,820
Change+1,967 (+8%)
Value$2.4M (-$290.0K)
Filed 2026-11-05
Tandem Capital Management Corp
DECREASED
Shares27,773 from 27,858
Change-85 (0%)
Value$2.4M (-$502.0K)
Filed 2026-10-22
Stolper Co
INCREASED
Shares27,753 from 27,604
Change+149 (+1%)
Value$2.4M (-$478.0K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares27,707 from 25,452
Change+2,255 (+9%)
Value$2.4M (-$258.8K)
Filed 2026-11-03
Rossmore Private Capital
INCREASED
Shares27,629 from 27,289
Change+340 (+1%)
Value$2.4M (-$455.5K)
Filed 2026-10-27
Nilsine Partners, LLC
INCREASED
Shares27,500 from 4,244
Change+23,256 (+548%)
Value$2.4M (+$1.9M)
Filed 2026-11-02
Zions Bancorporation, National Association
INCREASED
Shares27,419 from 7,198
Change+20,221 (+281%)
Value$2.3M (+$1.6M)
Filed 2026-11-06
Gibbs Wealth Management
DECREASED
Shares27,289 from 27,545
Change-256 (-1%)
Value$2.3M (-$511.1K)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares27,114 from 34,184
Change-7,070 (-21%)
Value$2.3M (-$1.2M)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares27,082 from 36,441
Change-9,359 (-26%)
Value$2.3M (-$1.4M)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares26,669 from 17,006
Change+9,663 (+57%)
Value$2.3M (+$526.0K)
Filed 2026-10-13
Woodstock Corp
DECREASED
Shares26,394 from 26,994
Change-600 (-2%)
Value$2.3M (-$530.8K)
Filed 2026-10-13
Fulcrum Asset Management LLP
INCREASED
Shares26,043 from 5,999
Change+20,044 (+334%)
Value$2.3M (+$1.6M)
Filed 2026-11-04
Citizens & Northern Corp
DECREASED
Shares26,042 from 26,315
Change-273 (-1%)
Value$2.2M (-$490.7K)
Filed 2026-11-06
Aaron Wealth Advisors LLC
DECREASED
Shares25,999 from 26,512
Change-513 (-2%)
Value$2.2M (-$514.8K)
Filed 2026-10-13
Vista Investment Partners II, LLC
INCREASED
Shares25,968 from 25,263
Change+705 (+3%)
Value$2.2M (-$388.2K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares25,822 from 24,258
Change+1,564 (+6%)
Value$2.2M (-$296.8K)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares25,491 from 27,596
Change-2,105 (-8%)
Value$2.2M (-$670.5K)
Filed 2026-11-04
Wealth Intelligence, LLC
DECREASED
Shares25,424 from 27,203
Change-1,779 (-7%)
Value$2.2M (-$635.6K)
Filed 2026-10-16
Retirement Planning Co of New England, Inc.
DECREASED
Shares25,022 from 25,323
Change-301 (-1%)
Value$2.1M (-$475.5K)
Filed 2026-10-15
Central Pacific Bank - Trust Division
DECREASED
Shares24,756 from 25,866
Change-1,110 (-4%)
Value$2.1M (-$554.5K)
Filed 2026-10-06
Sky Investment Group LLC
NEW
Shares24,631
Change+24,631
Value$2.1M
Filed 2026-10-30
Norden Group LLC
DECREASED
Shares24,582 from 36,348
Change-11,766 (-32%)
Value$2.1M (-$1.7M)
Filed 2026-10-20
Tema Etfs LLC
INCREASED
Shares24,574 from 22,903
Change+1,671 (+7%)
Value$2.1M (-$263.6K)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares24,422 from 24,422
Change0 (0%)
Value$2.1M (-$433.7K)
Filed 2026-11-05
United Bank
INCREASED
Shares24,350 from 21,751
Change+2,599 (+12%)
Value$2.1M (-$163.6K)
Filed 2026-11-06
Crestwood Advisors Group, LLC
INCREASED
Shares24,262 from 23,110
Change+1,152 (+5%)
Value$2.1M (-$311.7K)
Filed 2026-10-27
LS Investment Advisors, LLC
INCREASED
Shares24,095 from 13,470
Change+10,625 (+79%)
Value$2.1M (+$671.2K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
DECREASED
Shares24,087 from 26,269
Change-2,182 (-8%)
Value$2.1M (-$653.5K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares23,955 from 23,248
Change+707 (+3%)
Value$2.1M (-$352.3K)
Filed 2026-10-23
Bokf, NA
DECREASED
Shares23,621 from 24,023
Change-402 (-2%)
Value$2.0M (-$461.1K)
Filed 2026-10-27
Sava Infond d.o.o.
INCREASED
Shares23,340 from 11,450
Change+11,890 (+104%)
Value$2.0M (+$815.5K)
Filed 2026-10-28
Dorato Capital Management
INCREASED
Shares23,317 from 23,227
Change+90 (+0%)
Value$2.1M (-$368.4K)
Filed 2026-10-08
Wedmont Private Capital
INCREASED
Shares23,129 from 20,635
Change+2,494 (+12%)
Value$2.0M (-$118.4K)
Filed 2026-10-09
William B. Walkup & Associates, Inc.
INCREASED
Shares23,089 from 20,499
Change+2,590 (+13%)
Value$2.0M (-$142.2K)
Filed 2026-11-05
Altman Advisors, Inc.
NEW
Shares23,082
Change+23,082
Value$2.0M
Filed 2026-11-05
J. Safra Sarasin Holding AG
DECREASED
Shares23,068 from 37,184
Change-14,116 (-38%)
Value$1.8M (-$1.7M)
Filed 2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED
Shares22,058 from 21,655
Change+403 (+2%)
Value$1.9M (-$349.9K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares21,888 from 24,477
Change-2,589 (-11%)
Value$1.9M (-$656.5K)
Filed 2026-10-08
MGO One Seven LLC
DECREASED
Shares21,548 from 25,736
Change-4,188 (-16%)
Value$1.8M (-$815.9K)
Filed 2026-10-28
Evergreen Capital Management LLC
DECREASED
Shares21,421 from 21,647
Change-226 (-1%)
Value$1.8M (-$403.8K)
Filed 2026-10-23
Florida Trust Wealth Management Co
INCREASED
Shares21,319 from 20,043
Change+1,276 (+6%)
Value$1.8M (-$246.6K)
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares21,231 from 21,036
Change+195 (+1%)
Value$1.9M (-$257.1K)
Filed 2026-10-15
Birch Hill Investment Advisors LLC
UNCHANGED
Shares21,185 from 21,185
Change0 (0%)
Value$1.8M (-$376.2K)
Filed 2026-10-16
LVW Advisors, LLC
INCREASED
Shares21,147 from 5,167
Change+15,980 (+309%)
Value$1.8M (+$1.3M)
Filed 2026-10-19
Principle Wealth Partners LLC
INCREASED
Shares20,977 from 20,714
Change+263 (+1%)
Value$1.8M (-$345.4K)
Filed 2026-11-02
HBK Sorce Advisory LLC
DECREASED
Shares20,893 from 22,836
Change-1,943 (-9%)
Value$1.7M (-$564.3K)
Filed 2026-11-06
LifePlan Financial, LLC
DECREASED
Shares20,891 from 23,012
Change-2,121 (-9%)
Value$1.8M (-$546.4K)
Filed 2026-10-13
Arjuna Capital
DECREASED
Shares20,819 from 20,962
Change-143 (-1%)
Value$1.8M (-$384.5K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares20,529 from 18,719
Change+1,810 (+10%)
Value$1.8M (-$177.3K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares20,471 from 17,171
Change+3,300 (+19%)
Value$1.8M (-$22.2K)
Filed 2026-10-13
Home Federal Bank of Tennessee
INCREASED
Shares20,281 from 20,280
Change+1 (0%)
Value$1.7M (-$360.1K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares20,214 from 25,988
Change-5,774 (-22%)
Value$1.7M (-$956.2K)
Filed 2026-11-03
Parsons Capital Management Inc
DECREASED
Shares20,042 from 20,298
Change-256 (-1%)
Value$1.7M (-$382.4K)
Filed 2026-10-28
Iowa State Bank
DECREASED
Shares20,013 from 20,718
Change-705 (-3%)
Value$1.7M (-$428.4K)
Filed 2026-10-06
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares20,000 from 19,750
Change+250 (+1%)
Value$1.7M (-$329.3K)
Filed 2026-11-03
Fulton Bank, N.A.
DECREASED
Shares19,925 from 20,807
Change-882 (-4%)
Value$1.7M (-$445.1K)
Filed 2026-10-14
Wynn Capital, LLC
DECREASED
Shares19,841 from 19,856
Change-15 (0%)
Value$1.7M (-$353.9K)
Filed 2026-10-13
Donoghue Forlines LLC
INCREASED
Shares19,548 from 17,657
Change+1,891 (+11%)
Value$1.7M (-$151.5K)
Filed 2026-11-02
Summit Wealth Group LLC / Co
INCREASED
Shares19,361 from 3,689
Change+15,672 (+425%)
Value$1.7M (+$1.3M)
Filed 2026-10-29
Brighton Jones LLC
INCREASED
Shares19,160 from 17,821
Change+1,339 (+8%)
Value$1.6M (-$201.7K)
Filed 2026-11-03
Avantra Family Wealth, Inc.
DECREASED
Shares19,096 from 19,525
Change-429 (-2%)
Value$1.6M (-$383.6K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares18,975 from 21,320
Change-2,345 (-11%)
Value$1.6M (-$579.6K)
Filed 2026-10-20
Portside Wealth Group, LLC
DECREASED
Shares18,916 from 31,747
Change-12,831 (-40%)
Value$1.6M (-$1.7M)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares18,777 from 17,974
Change+803 (+4%)
Value$1.6M (-$250.4K)
Filed 2026-10-22
Lipe & Dalton
DECREASED
Shares18,340 from 23,870
Change-5,530 (-23%)
Value$1.6M (-$897.0K)
Filed 2026-10-15
Carret Asset Management, LLC
DECREASED
Shares18,279 from 18,569
Change-290 (-2%)
Value$1.6M (-$354.6K)
Filed 2026-11-04
Delta Capital Management LLC
INCREASED
Shares17,900 from 16,730
Change+1,170 (+7%)
Value$1.5M (-$197.0K)
Filed 2026-10-16
Delta Financial Advisors LLC
DECREASED
Shares17,414 from 17,910
Change-496 (-3%)
Value$1.5M (-$360.6K)
Filed 2026-10-27
Global Financial Private Client, LLC
INCREASED
Shares17,366 from 9,286
Change+8,080 (+87%)
Value$1.5M (+$527.5K)
Filed 2026-10-15
Greenleaf Trust
DECREASED
Shares17,360 from 17,412
Change-52 (0%)
Value$1.5M (-$313.7K)
Filed 2026-10-29
Courier Capital LLC
DECREASED
Shares16,887 from 17,990
Change-1,103 (-6%)
Value$1.4M (-$414.0K)
Filed 2026-10-19
Ibex Wealth Advisors
NEW
Shares16,883
Change+16,883
Value$1.4M
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares16,806 from 23,477
Change-6,671 (-28%)
Value$1.4M (-$988.6K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares16,802 from 15,568
Change+1,234 (+8%)
Value$1.4M (-$173.8K)
Filed 2026-10-23
Frank, Rimerman Advisors LLC
DECREASED
Shares16,636 from 17,302
Change-666 (-4%)
Value$1.4M (-$364.4K)
Filed 2026-10-16
Curbstone Financial Management Corp
DECREASED
Shares16,422 from 16,532
Change-110 (-1%)
Value$1.4M (-$303.0K)
Filed 2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares16,409 from 6,442
Change+9,967 (+155%)
Value$1.4M (+$739.7K)
Filed 2026-10-22
Masterinvest Kapitalanlage GmbH
UNCHANGED
Shares16,211 from 16,211
Change0 (0%)
Value$1.4M (-$287.9K)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares16,071 from 16,992
Change-921 (-5%)
Value$1.4M (-$380.7K)
Filed 2026-10-28
Collar Capital Management, LLC
DECREASED
Shares15,962 from 15,977
Change-15 (0%)
Value$1.4M (-$285.0K)
Filed 2026-10-28
Premier Path Wealth Partners, LLC
DECREASED
Shares15,893 from 20,349
Change-4,456 (-22%)
Value$1.4M (-$743.2K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares15,783 from 14,501
Change+1,282 (+9%)
Value$1.4M (-$147.8K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares15,760 from 14,925
Change+835 (+6%)
Value$1.4M (-$195.4K)
Filed 2026-10-13
Essex Bank
DECREASED
Shares15,542 from 15,593
Change-51 (0%)
Value$1.3M (-$281.3K)
Filed 2026-10-16
Tower Trust & Investment Co
INCREASED
Shares15,356 from 15,165
Change+191 (+1%)
Value$1.3M (-$253.0K)
Filed 2026-10-28
Welch & Forbes LLC
DECREASED
Shares15,278 from 15,678
Change-400 (-3%)
Value$1.3M (-$312.7K)
Filed 2026-11-04
CV Advisors LLC
UNCHANGED
Shares14,856 from 14,856
Change0 (0%)
Value$1.3M (-$263.8K)
Filed 2026-10-13
Krilogy Financial LLC
INCREASED
Shares14,777 from 12,932
Change+1,845 (+14%)
Value$1.3M (-$41.3K)
Filed 2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares14,770 from 615
Change+14,155 (+2302%)
Value$1.3M (+$1.2M)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares14,740 from 14,847
Change-107 (-1%)
Value$1.3M (-$272.9K)
Filed 2026-10-23
Wright Investors Service Inc
DECREASED
Shares14,712 from 15,707
Change-995 (-6%)
Value$1.3M (-$364.2K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
DECREASED
Shares14,591 from 15,708
Change-1,117 (-7%)
Value$1.3M (-$374.7K)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares14,454 from 17,276
Change-2,822 (-16%)
Value$1.2M (-$548.6K)
Filed 2026-11-02
Hager Investment Management Services, LLC
INCREASED
Shares14,440 from 11,571
Change+2,869 (+25%)
Value$1.2M (+$40.3K)
Filed 2026-11-04
Bahl & Gaynor LLC
INCREASED
Shares14,323 from 14,281
Change+42 (+0%)
Value$1.2M (-$250.0K)
Filed 2026-11-05
Dumont & Blake Investment Advisors LLC
INCREASED
Shares14,258 from 14,153
Change+105 (+1%)
Value$1.2M (-$242.4K)
Filed 2026-10-28
Trust Asset Management LLC
UNCHANGED
Shares14,171 from 14,171
Change0 (0%)
Value$1.2M (-$251.7K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares14,139 from 13,939
Change+200 (+1%)
Value$1.2M (-$230.5K)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares14,011 from 14,155
Change-144 (-1%)
Value$1.2M (-$263.0K)
Filed 2026-10-22
Profund Advisors LLC
DECREASED
Shares13,885 from 14,213
Change-328 (-2%)
Value$1.2M (-$280.5K)
Filed 2026-10-29
UMB Bank, n.a.
INCREASED
Shares13,843 from 13,759
Change+84 (+1%)
Value$1.2M (-$237.2K)
Filed 2026-11-06
RMR Wealth Builders
DECREASED
Shares13,731 from 13,768
Change-37 (0%)
Value$1.2M (-$247.7K)
Filed 2026-10-22
Integrity Alliance, Llc.
INCREASED
Shares13,717 from 13,706
Change+11 (+0%)
Value$1.2M (-$242.5K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares13,713 from 9,611
Change+4,102 (+43%)
Value$1.2M (+$180.8K)
Filed 2026-10-27
Mcdonald Partners LLC
INCREASED
Shares13,582 from 9,457
Change+4,125 (+44%)
Value$1.2M (+$185.5K)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
DECREASED
Shares13,454 from 13,706
Change-252 (-2%)
Value$1.2M (-$265.0K)
Filed 2026-10-30
Tectonic Advisors LLC
INCREASED
Shares13,406 from 10,764
Change+2,642 (+25%)
Value$1.1M (+$35.2K)
Filed 2026-10-22
Kentucky Trust Co
DECREASED
Shares13,375 from 13,435
Change-60 (0%)
Value$1.1M (-$243.7K)
Filed 2026-10-15
Investors Research Corp
DECREASED
Shares13,371 from 13,760
Change-389 (-3%)
Value$1.1M (-$277.7K)
Filed 2026-10-07
Michels Family Financial, LLC
DECREASED
Shares13,334 from 14,091
Change-757 (-5%)
Value$1.1M (-$315.1K)
Filed 2026-11-02
Level Four Advisory Services, LLC
INCREASED
Shares13,246 from 13,235
Change+11 (+0%)
Value$1.1M (-$234.2K)
Filed 2026-11-06
International Assets Investment Management, LLC
DECREASED
Shares13,233 from 13,862
Change-629 (-5%)
Value$1.1M (-$325.3K)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
DECREASED
Shares13,185 from 14,858
Change-1,673 (-11%)
Value$1.1M (-$407.2K)
Filed 2026-10-16
Aljian Capital Management, LLC
DECREASED
Shares13,155 from 13,176
Change-21 (0%)
Value$1.1M (-$235.7K)
Filed 2026-10-28
Urban Wealth Management, LLC
INCREASED
Shares13,114 from 7,275
Change+5,839 (+80%)
Value$1.1M (+$371.1K)
Filed 2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED
Shares12,981 from 12,400
Change+581 (+5%)
Value$1.1M (-$171.0K)
Filed 2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares12,980 from 13,200
Change-220 (-2%)
Value$1.1M (-$253.3K)
Filed 2026-10-16
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares12,957 from 15,497
Change-2,540 (-16%)
Value$1.1M (-$492.9K)
Filed 2026-10-20
Moody National Bank Trust Division
DECREASED
Shares12,912 from 15,244
Change-2,332 (-15%)
Value$1.1M (-$470.6K)
Filed 2026-10-06
Fifth Third Wealth Advisors LLC
DECREASED
Shares12,889 from 13,289
Change-400 (-3%)
Value$1.1M (-$270.3K)
Filed 2026-10-22
Samalin Investment Counsel, LLC
DECREASED
Shares12,792 from 12,860
Change-68 (-1%)
Value$1.1M (-$234.3K)
Filed 2026-10-23
Elevated Private Wealth, LLC
DECREASED
Shares12,687 from 13,423
Change-736 (-5%)
Value$1.1M (-$301.5K)
Filed 2026-10-15
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares12,647 from 12,588
Change+59 (+0%)
Value$1.1M (-$218.5K)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares12,575 from 10,488
Change+2,087 (+20%)
Value$1.1M (-$7.5K)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED
Shares12,505 from 13,068
Change-563 (-4%)
Value$1.1M (-$280.3K)
Filed 2026-10-23
China Universal Asset Management Co., Ltd.
DECREASED
Shares12,500 from 18,000
Change-5,500 (-31%)
Value$1.1M (-$773.4K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares12,452 from 9,253
Change+3,199 (+35%)
Value$1.1M (+$109.8K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
DECREASED
Shares12,293 from 12,677
Change-384 (-3%)
Value$1.1M (-$258.1K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
INCREASED
Shares12,258 from 11,997
Change+261 (+2%)
Value$1.1M (-$190.7K)
Filed 2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares12,130 from 11,077
Change+1,053 (+10%)
Value$1.0M (-$106.5K)
Filed 2026-10-14
Formidable Asset Management, LLC
INCREASED
Shares12,109 from 10,003
Change+2,106 (+21%)
Value$1.3M (+$534.3K)
Filed 2026-11-03
Visionary Wealth Advisors
INCREASED
Shares12,098 from 11,986
Change+112 (+1%)
Value$1.0M (-$203.2K)
Filed 2026-11-04
Waters Parkerson & Co., LLC
INCREASED
Shares12,070 from 11,403
Change+667 (+6%)
Value$1.0M (-$145.4K)
Filed 2026-11-04
Ascentis Independent Advisors
INCREASED
Shares12,003 from 89
Change+11,914 (+13387%)
Value$1.0M (+$1.0M)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares11,966 from 11,966
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-26
Cigna Investments Inc
DECREASED
Shares11,950 from 12,022
Change-72 (-1%)
Value$1.0M (-$219.0K)
Filed 2026-10-19
Hanseatic Management Services Inc
INCREASED
Shares11,871 from 11,563
Change+308 (+3%)
Value$1.0M (-$179.0K)
Filed 2026-10-27
Patton Albertson Miller Group, LLC
UNCHANGED
Shares11,831 from 11,831
Change0 (0%)
Value$1.0M (-$210.1K)
Filed 2026-10-26
ProVise Management Group, LLC
DECREASED
Shares11,812 from 12,741
Change-929 (-7%)
Value$1.0M (-$305.9K)
Filed 2026-11-06
Koshinski Asset Management, Inc.
INCREASED
Shares11,809 from 11,173
Change+636 (+6%)
Value$1.0M (-$143.9K)
Filed 2026-10-29
Forza Wealth Management, LLC
INCREASED
Shares11,792 from 10,914
Change+878 (+8%)
Value$1.0M (-$118.6K)
Filed 2026-10-20
Granite Islands Private Wealth, LLC
INCREASED
Shares11,769 from 4,130
Change+7,639 (+185%)
Value$1.0M (+$582.6K)
Filed 2026-10-16
Cohen Klingenstein LLC
UNCHANGED
Shares11,700 from 11,700
Change0 (0%)
Value$1.0M (-$207.8K)
Filed 2026-10-15
Baker Tilly Wealth Management, LLC
DECREASED
Shares11,644 from 12,135
Change-491 (-4%)
Value$997.8K (-$257.5K)
Filed 2026-10-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares11,586 from 11,120
Change+466 (+4%)
Value$992.8K (-$157.5K)
Filed 2026-10-21
TCI Wealth Advisors, Inc.
DECREASED
Shares11,562 from 12,053
Change-491 (-4%)
Value$990.8K (-$256.1K)
Filed 2026-10-30
Bailard, Inc.
INCREASED
Shares11,532 from 11,520
Change+12 (+0%)
Value$988.2K (-$203.6K)
Filed 2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-15
Montag A & Associates Inc
INCREASED
Shares11,483 from 11,418
Change+65 (+1%)
Value$984.0K (-$197.3K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares11,426 from 9,638
Change+1,788 (+19%)
Value$979.1K (-$18.0K)
Filed 2026-10-16
Soltis Investment Advisors LLC
INCREASED
Shares11,358 from 6,619
Change+4,739 (+72%)
Value$973.3K (+$288.5K)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares11,328 from 11,604
Change-276 (-2%)
Value$970.7K (-$229.7K)
Filed 2026-11-05
M&G Plc
DECREASED
Shares11,106 from 17,469
Change-6,363 (-36%)
Value$955.1K (-$844.2K)
Filed 2026-11-04
Globalt Investments LLC / GA
DECREASED
Shares11,053 from 11,081
Change-28 (0%)
Value$947.1K (-$199.2K)
Filed 2026-10-27
GC Wealth Management RIA, LLC
INCREASED
Shares11,037 from 9,419
Change+1,618 (+17%)
Value$945.8K (-$28.6K)
Filed 2026-11-02
InvesTrust
DECREASED
Shares10,972 from 13,370
Change-2,398 (-18%)
Value$940.2K (-$442.9K)
Filed 2026-10-14
JB Capital LLC
DECREASED
Shares10,947 from 11,814
Change-867 (-7%)
Value$938.1K (-$284.1K)
Filed 2026-10-19
Central Trust Co
DECREASED
Shares10,939 from 11,554
Change-615 (-5%)
Value$937.4K (-$257.9K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares10,923 from 2,525
Change+8,398 (+333%)
Value$936.0K (+$674.3K)
Filed 2026-10-13
Victory Financial Group, LLC
NEW
Shares10,838
Change+10,838
Value$928.7K
Filed 2026-10-27
Chicago Trust Co NA
INCREASED
Shares10,829 from 6,800
Change+4,029 (+59%)
Value$927.9K (+$224.5K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares10,761 from 10,047
Change+714 (+7%)
Value$922.1K (-$117.3K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares10,746 from 8,700
Change+2,046 (+24%)
Value$920.9K (+$20.8K)
Filed 2026-11-05
Persium Advisors, LLC
INCREASED
Shares10,728 from 10,547
Change+181 (+2%)
Value$919.3K (-$171.8K)
Filed 2026-10-07
CX Institutional
DECREASED
Shares10,693 from 100,656
Change-89,963 (-89%)
Value$916 (-$10.4M)
Filed 2026-10-02
Ascent Group, LLC
DECREASED
Shares10,623 from 11,879
Change-1,256 (-11%)
Value$910.3K (-$318.6K)
Filed 2026-10-30
FSM Wealth Advisors, LLC
DECREASED
Shares10,553 from 11,184
Change-631 (-6%)
Value$926.5K (-$230.5K)
Filed 2026-10-27
Investors Asset Management of Georgia Inc
DECREASED
Shares10,525 from 11,734
Change-1,209 (-10%)
Value$901.9K (-$312.0K)
Filed 2026-10-20
Greenwood Capital Associates LLC
DECREASED
Shares10,510 from 10,544
Change-34 (0%)
Value$900.6K (-$190.2K)
Filed 2026-10-27
Alliance Private Wealth, LLC
DECREASED
Shares10,488 from 11,263
Change-775 (-7%)
Value$898.7K (-$266.4K)
Filed 2026-10-20
Venture Visionary Partners LLC
INCREASED
Shares10,465 from 10,185
Change+280 (+3%)
Value$896.8K (-$156.9K)
Filed 2026-10-07
Prime Capital Investment Advisors, LLC
DECREASED
Shares10,456 from 12,319
Change-1,863 (-15%)
Value$896.0K (-$378.4K)
Filed 2026-10-20
Investment House LLC
INCREASED
Shares10,391 from 8,888
Change+1,503 (+17%)
Value$890.4K (-$29.1K)
Filed 2026-10-21
First United Bank & Trust
DECREASED
Shares10,337 from 10,547
Change-210 (-2%)
Value$885.8K (-$205.3K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
DECREASED
Shares10,316 from 10,695
Change-379 (-4%)
Value$884.5K (-$221.9K)
Filed 2026-10-30
Lester Murray Antman dba SimplyRich
DECREASED
Shares10,304 from 20,144
Change-9,840 (-49%)
Value$883.0K (-$182.7K)
Filed 2026-11-06
Eastern Bank
DECREASED
Shares10,267 from 10,374
Change-107 (-1%)
Value$879.8K (-$193.5K)
Filed 2026-10-05
Novem Group
DECREASED
Shares10,181 from 10,322
Change-141 (-1%)
Value$872.4K (-$195.5K)
Filed 2026-10-19
M Holdings Securities, Inc.
NEW
Shares10,164
Change+10,164
Value$890
Filed 2026-11-03
Tsfg, LLC
DECREASED
Shares10,135 from 15,006
Change-4,871 (-32%)
Value$868.0K (-$684.0K)
Filed 2026-10-23
Thrive Capital Management, LLC
INCREASED
Shares10,088 from 9,801
Change+287 (+3%)
Value$864.5K (-$149.5K)
Filed 2026-10-28
Albert D Mason Inc
DECREASED
Shares10,049 from 10,076
Change-27 (0%)
Value$861.1K (-$181.3K)
Filed 2026-10-27
Curat Global, LLC
INCREASED
Shares10,020 from 4,449
Change+5,571 (+125%)
Value$858.6K (+$220.3K)
Filed 2026-10-26
Hartford Financial Management Inc.
DECREASED
Shares10,006 from 10,096
Change-90 (-1%)
Value$857.4K (-$187.0K)
Filed 2026-10-21
Canal Insurance Co
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$857.0K (-$178.0K)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares9,985 from 9,335
Change+650 (+7%)
Value$855.6K (-$110.1K)
Filed 2026-10-20
Avestar Capital, LLC
DECREASED
Shares9,960 from 11,285
Change-1,325 (-12%)
Value$853.5K (-$313.9K)
Filed 2026-10-28
Boltwood Capital Management
INCREASED
Shares9,877 from 9,407
Change+470 (+5%)
Value$846.4K (-$126.8K)
Filed 2026-10-02
Machina Capital S.A.S.
NEW
Shares9,870
Change+9,870
Value$845.8K
Filed 2026-11-05
MeadowBrook Investment Advisors LLC
DECREASED
Shares9,869 from 9,874
Change-5 (0%)
Value$932.4K (-$89.0K)
Filed 2026-10-29
Versant Capital Management, Inc
INCREASED
Shares9,860 from 9,645
Change+215 (+2%)
Value$844.9K (-$152.9K)
Filed 2026-10-02
Pflug Koory, LLC
DECREASED
Shares9,693 from 9,843
Change-150 (-2%)
Value$830.6K (-$187.7K)
Filed 2026-10-26
Newman Dignan & Sheerar, Inc.
DECREASED
Shares9,634 from 10,424
Change-790 (-8%)
Value$825.6K (-$252.8K)
Filed 2026-10-21
Cache Advisors, LLC
NEW
Shares9,579
Change+9,579
Value$820.8K
Filed 2026-10-16
Harrell Investment Partners, LLC
DECREASED
Shares9,523 from 9,542
Change-19 (0%)
Value$816.1K (-$171.0K)
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares9,515 from 7,985
Change+1,530 (+19%)
Value$815.3K (-$10.7K)
Filed 2026-10-26
United Asset Strategies, Inc.
INCREASED
Shares9,425 from 9,057
Change+368 (+4%)
Value$807.7K (-$129.3K)
Filed 2026-10-28
Byrne Asset Management LLC
INCREASED
Shares9,375 from 9,350
Change+25 (+0%)
Value$798.8K (-$168.5K)
Filed 2026-10-06
Howard Capital Management, LLC
DECREASED
Shares9,362 from 9,464
Change-102 (-1%)
Value$802.2K (-$176.8K)
Filed 2026-10-16
Family Legacy, Inc.
DECREASED
Shares9,357 from 9,377
Change-20 (0%)
Value$801.8K (-$168.2K)
Filed 2026-10-13
Cove Private Wealth, LLC
INCREASED
Shares9,357 from 9,352
Change+5 (+0%)
Value$801.8K (-$165.7K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares9,312 from 14,881
Change-5,569 (-37%)
Value$797.9K (-$740.9K)
Filed 2026-10-14
Provident Living Financial Services, Inc.
DECREASED
Shares9,302 from 9,699
Change-397 (-4%)
Value$839.5K (-$163.9K)
Filed 2026-11-03
Calamos Wealth Management LLC
INCREASED
Shares9,285 from 7,787
Change+1,498 (+19%)
Value$795.6K (-$9.9K)
Filed 2026-11-02
Symmetry Partners, LLC
DECREASED
Shares9,244 from 9,463
Change-219 (-2%)
Value$792.1K (-$186.8K)
Filed 2026-10-27
Smith Salley Wealth Management
INCREASED
Shares9,203 from 8,982
Change+221 (+2%)
Value$788.6K (-$140.6K)
Filed 2026-11-03
Alta Advisers Ltd
INCREASED
Shares9,137 from 5,012
Change+4,125 (+82%)
Value$783.0K (+$264.5K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares9,131 from 8,632
Change+499 (+6%)
Value$782.4K (-$110.5K)
Filed 2026-10-21
Eads & Heald Wealth Management
DECREASED
Shares9,130 from 9,175
Change-45 (0%)
Value$782.4K (-$166.8K)
Filed 2026-10-29
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares9,036 from 9,192
Change-156 (-2%)
Value$774.3K (-$176.6K)
Filed 2026-10-28
Wellington Shields & Co., LLC
DECREASED
Shares9,000 from 16,149
Change-7,149 (-44%)
Value$771.2K (-$899.4K)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
DECREASED
Shares9,000 from 15,461
Change-6,461 (-42%)
Value$771.2K (-$828.3K)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$771.2K (-$159.8K)
Filed 2026-11-03
Peoples Bank
UNCHANGED
Shares8,985 from 8,985
Change0 (0%)
Value$769.9K (-$159.6K)
Filed 2026-10-09
Washington Trust Co
DECREASED
Shares8,964 from 9,234
Change-270 (-3%)
Value$768.2K (-$187.1K)
Filed 2026-10-22
Meridian Investment Counsel Inc.
DECREASED
Shares8,945 from 9,195
Change-250 (-3%)
Value$766.5K (-$184.7K)
Filed 2026-10-14
Weatherly Asset Management L. P.
DECREASED
Shares8,880 from 10,150
Change-1,270 (-13%)
Value$761.0K (-$289.1K)
Filed 2026-10-20
Princeton Global Asset Management LLC
INCREASED
Shares8,875 from 606
Change+8,269 (+1365%)
Value$760.5K (+$697.8K)
Filed 2026-10-21
SVB Wealth LLC
DECREASED
Shares8,802 from 10,523
Change-1,721 (-16%)
Value$754.3K (-$334.3K)
Filed 2026-11-06
Brown Wealth Management, LLC
DECREASED
Shares8,793 from 8,917
Change-124 (-1%)
Value$753.5K (-$169.0K)
Filed 2026-10-20
Procyon Advisors, LLC
DECREASED
Shares8,767 from 9,011
Change-244 (-3%)
Value$751.3K (-$180.9K)
Filed 2026-10-21
Perpetual Ltd
DECREASED
Shares8,633 from 9,357
Change-724 (-8%)
Value$739.8K (-$228.2K)
Filed 2026-10-13
State of Wyoming
INCREASED
Shares8,619 from 2,481
Change+6,138 (+247%)
Value$738.6K (+$481.9K)
Filed 2026-10-28
Key Client Fiduciary Advisors, LLC
INCREASED
Shares8,596 from 8,454
Change+142 (+2%)
Value$736.6K (-$138.0K)
Filed 2026-10-19
Everett Harris & Co
DECREASED
Shares8,560 from 8,693
Change-133 (-2%)
Value$733.5K (-$165.8K)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares8,558 from 7,795
Change+763 (+10%)
Value$733.3K (-$73.1K)
Filed 2026-10-15
Generali Investments, Management Co LLC
DECREASED
Shares8,512 from 9,330
Change-818 (-9%)
Value$729.4K (-$235.8K)
Filed 2026-10-19
Lanark Financial, Inc.
INCREASED
Shares8,506 from 8,196
Change+310 (+4%)
Value$728.9K (-$119.1K)
Filed 2026-10-26
Triangle Securities Wealth Management
DECREASED
Shares8,497 from 8,559
Change-62 (-1%)
Value$728.1K (-$157.3K)
Filed 2026-10-14
MTM Investment Management, LLC
DECREASED
Shares8,483 from 8,969
Change-486 (-5%)
Value$726.9K (-$200.9K)
Filed 2026-10-30
Personal CFO Solutions, LLC
DECREASED
Shares8,457 from 10,757
Change-2,300 (-21%)
Value$724.7K (-$388.1K)
Filed 2026-11-06
Benin Management Corp
UNCHANGED
Shares8,337 from 8,337
Change0 (0%)
Value$714.4K (-$148.1K)
Filed 2026-10-22
Silverlake Wealth Management LLC
INCREASED
Shares8,330 from 8,159
Change+171 (+2%)
Value$713.8K (-$130.3K)
Filed 2026-10-21
Herold Advisors, Inc.
INCREASED
Shares8,325 from 8,322
Change+3 (+0%)
Value$713.3K (-$150.7K)
Filed 2026-10-19
MCF Advisors LLC
DECREASED
Shares8,242 from 8,375
Change-133 (-2%)
Value$706.3K (-$160.1K)
Filed 2026-10-28
Heritage Investors Management Corp
DECREASED
Shares8,228 from 8,438
Change-210 (-2%)
Value$705.0K (-$168.0K)
Filed 2026-10-29
Apella Capital, LLC
INCREASED
Shares8,209 from 6,940
Change+1,269 (+18%)
Value$722.0K (-$2.1K)
Filed 2026-10-08
Net Worth Advisory Group
DECREASED
Shares8,197 from 9,526
Change-1,329 (-14%)
Value$698.4K (-$287.1K)
Filed 2026-10-20
Certuity, LLC
INCREASED
Shares8,185 from 7,213
Change+972 (+13%)
Value$701.3K (-$44.8K)
Filed 2026-11-02
Essex LLC
DECREASED
Shares8,172 from 8,183
Change-11 (0%)
Value$700.3K (-$146.3K)
Filed 2026-10-14
ARS Wealth Advisors Group, LLC
INCREASED
Shares8,158 from 8,050
Change+108 (+1%)
Value$699.0K (-$133.8K)
Filed 2026-10-16
Greenfield Savings Bank
DECREASED
Shares8,156 from 8,470
Change-314 (-4%)
Value$698.9K (-$177.3K)
Filed 2026-10-07
Avidian Wealth Enterprises, LLC
INCREASED
Shares8,148 from 7,300
Change+848 (+12%)
Value$698.2K (-$56.9K)
Filed 2026-10-08
Moneco Advisors, LLC
INCREASED
Shares8,123 from 7,778
Change+345 (+4%)
Value$696.0K (-$108.6K)
Filed 2026-11-05
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares8,092 from 8,184
Change-92 (-1%)
Value$693.4K (-$153.2K)
Filed 2026-11-02
Stableford Capital II LLC
NEW
Shares8,015
Change+8,015
Value$686.8K
Filed 2026-10-09
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$685.5K (-$142.1K)
Filed 2026-11-06
ASO Group Ltd
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$686.0K (-$142.0K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares7,928 from 7,774
Change+154 (+2%)
Value$679.3K (-$124.9K)
Filed 2026-10-14
71 West Capital Partners
INCREASED
Shares7,919 from 7,153
Change+766 (+11%)
Value$678.6K (-$61.4K)
Filed 2026-11-04
Grant Private Wealth Management Inc
NEW
Shares7,908
Change+7,908
Value$677.6K
Filed 2026-10-19
Rothwell Investment Advisors, LLC
NEW
Shares7,853
Change+7,853
Value$672.9K
Filed 2026-11-06
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares7,815 from 7,815
Change0 (0%)
Value$669.7K (-$138.8K)
Filed 2026-10-15
Jefferies Financial Group Inc.
DECREASED
Shares7,814 from 41,017
Change-33,203 (-81%)
Value$669.6K (-$3.6M)
Filed 2026-11-05
Centennial Wealth Advisory LLC
INCREASED
Shares7,642 from 7,391
Change+251 (+3%)
Value$654.9K (-$109.7K)
Filed 2026-10-16
Gryphon Financial Partners LLC
INCREASED
Shares7,550 from 6,586
Change+964 (+15%)
Value$646.9K (-$34.4K)
Filed 2026-11-04
V-Square Quantitative Management LLC
INCREASED
Shares7,491 from 6,110
Change+1,381 (+23%)
Value$641.9K (+$9.8K)
Filed 2026-10-15
BCU Wealth Advisors, LLC
DECREASED
Shares7,472 from 7,753
Change-281 (-4%)
Value$640.3K (-$161.8K)
Filed 2026-10-16
Burns Matteson Capital Management, LLC
DECREASED
Shares7,457 from 8,131
Change-674 (-8%)
Value$639.0K (-$202.2K)
Filed 2026-10-16
Davidson Trust Co
UNCHANGED
Shares7,421 from 7,421
Change0 (0%)
Value$635.9K (-$131.8K)
Filed 2026-10-09
Riggs Asset Managment Co. Inc.
UNCHANGED
Shares7,376 from 7,376
Change0 (0%)
Value$632.0K (-$131.0K)
Filed 2026-11-05
Verdence Capital Advisors LLC
INCREASED
Shares7,370 from 7,202
Change+168 (+2%)
Value$631.5K (-$113.5K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares7,365 from 9,525
Change-2,160 (-23%)
Value$631.1K (-$354.3K)
Filed 2026-11-03
Summit Global Investments
INCREASED
Shares7,342 from 3,452
Change+3,890 (+113%)
Value$629.0K (+$272.0K)
Filed 2026-10-28
Everhart Financial Group, Inc.
INCREASED
Shares7,333 from 7,282
Change+51 (+1%)
Value$628.4K (-$125.0K)
Filed 2026-10-08
TSG Advice Partners, LLC
NEW
Shares7,324
Change+7,324
Value$757.7K
Filed 2026-10-29
Grimes & Co Wealth Management, LLC
DECREASED
Shares7,321 from 7,354
Change-33 (0%)
Value$627.3K (-$133.5K)
Filed 2026-10-29
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares7,290 from 7,290
Change0 (0%)
Value$624.7K (-$129.5K)
Filed 2026-11-03
CWA Asset Management Group, LLC
DECREASED
Shares7,280 from 7,424
Change-144 (-2%)
Value$623.9K (-$144.1K)
Filed 2026-10-19
Shepherd Street Advisors LLC
INCREASED
Shares7,229 from 5,748
Change+1,481 (+26%)
Value$622.9K (+$14.1K)
Filed 2026-10-21
Mindset Wealth Management, LLC
INCREASED
Shares7,203 from 7,202
Change+1 (+0%)
Value$617.2K (-$127.8K)
Filed 2026-10-19
Jmac Enterprises LLC
INCREASED
Shares7,200 from 4,800
Change+2,400 (+50%)
Value$617.0K (+$120.4K)
Filed 2026-10-30
Mengis Capital Management, Inc.
DECREASED
Shares7,194 from 13,294
Change-6,100 (-46%)
Value$616.5K (-$758.8K)
Filed 2026-10-13
Elyxium Wealth, LLC
DECREASED
Shares7,192 from 7,444
Change-252 (-3%)
Value$616.3K (-$153.8K)
Filed 2026-10-27
Aprio Wealth Management, LLC
DECREASED
Shares7,158 from 7,284
Change-126 (-2%)
Value$613.4K (-$140.1K)
Filed 2026-10-28
Arvest Investments, Inc.
INCREASED
Shares7,100 from 7,091
Change+9 (+0%)
Value$608.4K (-$125.2K)
Filed 2026-10-21
Narwhal Capital Management
INCREASED
Shares7,081 from 6,646
Change+435 (+7%)
Value$606.8K (-$80.8K)
Filed 2026-11-04
Annex Advisory Services, LLC
INCREASED
Shares7,071 from 6,867
Change+204 (+3%)
Value$605.9K (-$104.5K)
Filed 2026-10-16
Virtue Capital Management, LLC
INCREASED
Shares6,899 from 6,822
Change+77 (+1%)
Value$591.1K (-$114.6K)
Filed 2026-10-29
Williams Financial, LLC
UNCHANGED
Shares6,895 from 6,895
Change0 (0%)
Value$590.8K (-$122.4K)
Filed 2026-10-19
Accurate Wealth Management, LLC
INCREASED
Shares6,859 from 5,081
Change+1,778 (+35%)
Value$600.5K (+$71.3K)
Filed 2026-10-20
Diligent Investors, LLC
DECREASED
Shares6,786 from 7,747
Change-961 (-12%)
Value$581.5K (-$219.9K)
Filed 2026-10-21
Quantum Financial Advisors, LLC
INCREASED
Shares6,782 from 6,493
Change+289 (+4%)
Value$581.2K (-$90.5K)
Filed 2026-11-03
First Nebraska Trust Co
UNCHANGED
Shares6,687 from 6,687
Change0 (0%)
Value$573.0K (-$118.8K)
Filed 2026-10-30
Sanders Morris Harris LLC
NEW
Shares6,674
Change+6,674
Value$575.8K
Filed 2026-10-14
Deseret Mutual Benefit Administrators
DECREASED
Shares6,632 from 7,245
Change-613 (-8%)
Value$568.3K (-$181.2K)
Filed 2026-11-04
Revolve Wealth Partners, LLC
DECREASED
Shares6,591 from 7,093
Change-502 (-7%)
Value$564.8K (-$169.0K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED
Shares6,513 from 6,584
Change-71 (-1%)
Value$558.1K (-$123.0K)
Filed 2026-10-16
Marino, Stram & Associates LLC
DECREASED
Shares6,464 from 6,477
Change-13 (0%)
Value$553.9K (-$116.1K)
Filed 2026-10-22
Cornerstone Wealth Group, LLC
DECREASED
Shares6,452 from 6,615
Change-163 (-2%)
Value$552.9K (-$131.4K)
Filed 2026-11-02
Wealth Effects LLC
INCREASED
Shares6,423 from 6,417
Change+6 (+0%)
Value$550.4K (-$113.5K)
Filed 2026-10-23
FNY Investment Advisers, LLC
NEW
Shares6,400
Change+6,400
Value$548.0K
Filed 2026-10-16
Boston Trust Walden Corp
DECREASED
Shares6,378 from 6,458
Change-80 (-1%)
Value$546.5K (-$121.5K)
Filed 2026-10-30
Vaughan & Co Securities, Inc.
DECREASED
Shares6,314 from 7,948
Change-1,634 (-21%)
Value$541.0K (-$281.2K)
Filed 2026-10-23
M.E. Allison & Co., Inc.
UNCHANGED
Shares6,270 from 6,270
Change0 (0%)
Value$537.3K (-$111.4K)
Filed 2026-10-09
Goelzer Investment Management, Inc.
DECREASED
Shares6,226 from 6,575
Change-349 (-5%)
Value$533.5K (-$146.7K)
Filed 2026-10-16
Oakworth Capital, Inc.
INCREASED
Shares6,223 from 6,188
Change+35 (+1%)
Value$533.3K (-$112.8K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED
Shares6,175 from 4,786
Change+1,389 (+29%)
Value$529.1K (+$34.0K)
Filed 2026-10-16
Matrix Asset Advisors Inc
UNCHANGED
Shares6,175 from 6,175
Change0 (0%)
Value$529.1K (-$109.7K)
Filed 2026-10-13
S-Bank Fund Management Ltd
INCREASED
Shares6,166 from 5,866
Change+300 (+5%)
Value$528.4K (-$78.5K)
Filed 2026-11-06
Charles Schwab Trust Co
DECREASED
Shares6,110 from 6,174
Change-64 (-1%)
Value$523.6K (-$115.1K)
Filed 2026-10-15
Focused Alpha, LLC
DECREASED
Shares6,087 from 12,923
Change-6,836 (-53%)
Value$521.6K (-$815.4K)
Filed 2026-10-20
VestGen Advisors, LLC
DECREASED
Shares6,086 from 8,327
Change-2,241 (-27%)
Value$521.5K (-$340.0K)
Filed 2026-10-27
Olympiad Research LP
NEW
Shares6,020
Change+6,020
Value$515.9K
Filed 2026-11-04
Trust Point Inc.
INCREASED
Shares6,007 from 5,909
Change+98 (+2%)
Value$514.7K (-$96.5K)
Filed 2026-10-27
Glenview Trust Co
DECREASED
Shares5,983 from 6,463
Change-480 (-7%)
Value$512.7K (-$155.9K)
Filed 2026-10-28
Naples Global Advisors, LLC
DECREASED
Shares5,969 from 6,289
Change-320 (-5%)
Value$511.5K (-$139.0K)
Filed 2026-11-05
Rahlfs Capital, LLC
UNCHANGED
Shares5,930 from 5,930
Change0 (0%)
Value$508.1K (-$105.3K)
Filed 2026-10-23
Catalyst Financial Partners LLC
INCREASED
Shares5,896 from 5,760
Change+136 (+2%)
Value$505.2K (-$90.6K)
Filed 2026-11-06
Partners in Financial Planning
UNCHANGED
Shares5,888 from 5,888
Change0 (0%)
Value$504.5K (-$104.6K)
Filed 2026-11-06
Money Concepts Capital Corp
DECREASED
Shares5,876 from 5,914
Change-38 (-1%)
Value$503.5K (-$108.3K)
Filed 2026-11-06
Root Financial Partners, LLC
INCREASED
Shares5,790 from 5,374
Change+416 (+8%)
Value$496.1K (-$59.8K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
INCREASED
Shares5,790 from 5,765
Change+25 (+0%)
Value$496.1K (-$100.3K)
Filed 2026-10-21
Platform Technology Partners
INCREASED
Shares5,770 from 5,665
Change+105 (+2%)
Value$494.4K (-$91.7K)
Filed 2026-11-02
North Forty Two & Co.
UNCHANGED
Shares5,768 from 5,768
Change0 (0%)
Value$494.3K (-$102.4K)
Filed 2026-10-19
Facet Wealth, Inc.
INCREASED
Shares5,759 from 4,110
Change+1,649 (+40%)
Value$493.5K (+$68.3K)
Filed 2026-11-04
Resonant Capital Advisors, LLC
DECREASED
Shares5,742 from 6,237
Change-495 (-8%)
Value$492.0K (-$153.2K)
Filed 2026-10-15
Cullen Investment Group, Ltd.
DECREASED
Shares5,735 from 7,112
Change-1,377 (-19%)
Value$503.1K (-$232.5K)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
DECREASED
Shares5,716 from 5,966
Change-250 (-4%)
Value$489.8K (-$127.4K)
Filed 2026-10-28
Busey Bank
INCREASED
Shares5,711 from 5,702
Change+9 (+0%)
Value$489.4K (-$100.5K)
Filed 2026-10-26
Larry Mathis Financial Planning, LLC
DECREASED
Shares5,709 from 6,044
Change-335 (-6%)
Value$489.2K (-$136.0K)
Filed 2026-10-26
Worth Financial Advisory Group, LLC
DECREASED
Shares5,638 from 5,870
Change-232 (-4%)
Value$483.1K (-$124.1K)
Filed 2026-10-19
Beacon Financial Group
INCREASED
Shares5,589 from 5,262
Change+327 (+6%)
Value$478.9K (-$65.4K)
Filed 2026-10-19
Value Investment Professionals, LLC
DECREASED
Shares5,579 from 5,778
Change-199 (-3%)
Value$478.0K (-$119.7K)
Filed 2026-10-13
15 Wealth Advisors LLC
NEW
Shares5,556
Change+5,556
Value$476.1K
Filed 2026-10-14
Rockland Trust Co
INCREASED
Shares5,454 from 5,450
Change+4 (+0%)
Value$467.4K (-$96.5K)
Filed 2026-10-05
Atlas Brown,Inc.
INCREASED
Shares5,418 from 5,386
Change+32 (+1%)
Value$464.3K (-$92.9K)
Filed 2026-10-09
Bull Street Advisors, LLC
UNCHANGED
Shares5,388 from 5,388
Change0 (0%)
Value$462.0K (-$95.0K)
Filed 2026-10-20
Interchange Capital Partners, LLC
INCREASED
Shares5,367 from 4,886
Change+481 (+10%)
Value$459.9K (-$45.5K)
Filed 2026-10-28
Total Wealth Planning & Management, Inc.
DECREASED
Shares5,367 from 5,467
Change-100 (-2%)
Value$459.9K (-$105.7K)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares5,350 from 4,969
Change+381 (+8%)
Value$458.5K (-$55.6K)
Filed 2026-10-23
Souders Financial Advisors
DECREASED
Shares5,333 from 5,545
Change-212 (-4%)
Value$457.0K (-$116.7K)
Filed 2026-11-03
PDS Planning, Inc
DECREASED
Shares5,310 from 5,807
Change-497 (-9%)
Value$455.0K (-$145.7K)
Filed 2026-11-03
Conning Inc.
DECREASED
Shares5,291 from 5,379
Change-88 (-2%)
Value$453.4K (-$103.1K)
Filed 2026-10-27
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares5,282 from 8,482
Change-3,200 (-38%)
Value$452.6K (-$424.7K)
Filed 2026-10-21
Mccarter Private Wealth Services LLC
DECREASED
Shares5,268 from 5,342
Change-74 (-1%)
Value$451.4K (-$101.2K)
Filed 2026-10-22
Kathmere Capital Management, LLC
INCREASED
Shares5,255 from 4,947
Change+308 (+6%)
Value$450.3K (-$61.4K)
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED
Shares5,251 from 5,215
Change+36 (+1%)
Value$449.9K (-$89.5K)
Filed 2026-10-21
Parkside Financial Bank & Trust
INCREASED
Shares5,244 from 5,211
Change+33 (+1%)
Value$449.4K (-$89.7K)
Filed 2026-10-27
Fiduciary Financial Group, LLC
DECREASED
Shares5,234 from 5,553
Change-319 (-6%)
Value$448.5K (-$126.0K)
Filed 2026-10-13
Guardian Partners Inc.
INCREASED
Shares5,196 from 4,622
Change+574 (+12%)
Value$445.2K (-$32.9K)
Filed 2026-10-21
Syverson Strege & Co
INCREASED
Shares5,178 from 5,011
Change+167 (+3%)
Value$443.7K (-$74.7K)
Filed 2026-11-02
MKT Advisors LLC
UNCHANGED
Shares5,175 from 5,175
Change0 (0%)
Value$454.3K (-$85.5K)
Filed 2026-10-20
Adirondack Trust Co
DECREASED
Shares5,146 from 5,269
Change-123 (-2%)
Value$440.9K (-$104.1K)
Filed 2026-10-14
Plimoth Trust Co LLC
INCREASED
Shares5,132 from 3,993
Change+1,139 (+29%)
Value$439.8K (+$26.7K)
Filed 2026-10-26
55 North Private Wealth, LLC
INCREASED
Shares5,120 from 4,401
Change+719 (+16%)
Value$438.7K (-$16.6K)
Filed 2026-10-20
Summit Securities Group LLC
INCREASED
Shares5,116 from 896
Change+4,220 (+471%)
Value$438.4K (+$345.7K)
Filed 2026-11-05
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares5,106 from 5,150
Change-44 (-1%)
Value$437.6K (-$95.2K)
Filed 2026-10-08
Allen Capital Group, LLC
DECREASED
Shares5,081 from 5,542
Change-461 (-8%)
Value$435.4K (-$137.9K)
Filed 2026-10-27
YHB Investment Advisors, Inc.
DECREASED
Shares5,054 from 5,104
Change-50 (-1%)
Value$433.1K (-$94.9K)
Filed 2026-10-08
WoodTrust Financial Corp
DECREASED
Shares5,050 from 5,090
Change-40 (-1%)
Value$433.0K (-$89.0K)
Filed 2026-10-09
Abacus Planning Group, Inc.
INCREASED
Shares5,050 from 5,013
Change+37 (+1%)
Value$432.7K (-$85.9K)
Filed 2026-11-02
First Horizon Corp
DECREASED
Shares5,039 from 5,690
Change-651 (-11%)
Value$431.8K (-$156.8K)
Filed 2026-10-26
AA Financial Advisors, LLC
INCREASED
Shares5,033 from 5,027
Change+6 (+0%)
Value$431.3K (-$88.8K)
Filed 2026-10-19
Intrua Financial, LLC
INCREASED
Shares4,994 from 4,856
Change+138 (+3%)
Value$428.0K (-$74.4K)
Filed 2026-10-28
Bison Wealth, LLC
DECREASED
Shares4,957 from 4,986
Change-29 (-1%)
Value$434.9K (-$74.0K)
Filed 2026-10-13
First Merchants Corp
UNCHANGED
Shares4,909 from 4,909
Change0 (0%)
Value$420.7K (-$87.2K)
Filed 2026-10-15
Diversified Trust Co
DECREASED
Shares4,906 from 12,530
Change-7,624 (-61%)
Value$420.4K (-$875.8K)
Filed 2026-11-06
Sunpointe, LLC
DECREASED
Shares4,905 from 4,984
Change-79 (-2%)
Value$420.3K (-$95.3K)
Filed 2026-10-22
Lantz Financial LLC
INCREASED
Shares4,904 from 4,874
Change+30 (+1%)
Value$420.2K (-$84.0K)
Filed 2026-10-15
Connecticut Wealth Management, LLC
INCREASED
Shares4,856 from 3,390
Change+1,466 (+43%)
Value$416.1K (+$65.4K)
Filed 2026-10-13
Vision Financial Markets LLC
DECREASED
Shares4,850 from 5,128
Change-278 (-5%)
Value$414.4K (-$118.4K)
Filed 2026-10-22
Parcion Private Wealth LLC
INCREASED
Shares4,826 from 4,377
Change+449 (+10%)
Value$413.5K (-$39.3K)
Filed 2026-10-28
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares4,805 from 9,264
Change-4,459 (-48%)
Value$411.8K (-$546.6K)
Filed 2026-10-09
OFI Invest Asset Management
DECREASED
Shares4,779 from 76,651
Change-71,872 (-94%)
Value$360.5K (-$6.6M)
Filed 2026-11-06
Tranquility Partners, LLC
UNCHANGED
Shares4,771 from 4,771
Change0 (0%)
Value$408.8K (-$84.7K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares4,758 from 4,315
Change+443 (+10%)
Value$407.7K (-$38.7K)
Filed 2026-10-19
Southland Equity Partners LLC
INCREASED
Shares4,680 from 4,656
Change+24 (+1%)
Value$401.1K (-$80.6K)
Filed 2026-10-14
USA Financial Formulas
NEW
Shares4,679
Change+4,679
Value$400.9K
Filed 2026-10-16
Sterling Wealth Management, Inc.
DECREASED
Shares4,669 from 4,670
Change-1 (0%)
Value$400.1K (-$83.0K)
Filed 2026-10-23
Denver PWM, LLC
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$398.5K (-$53.3K)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares4,597 from 7,342
Change-2,745 (-37%)
Value$393.9K (-$365.7K)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares4,568 from 4,778
Change-210 (-4%)
Value$391.4K (-$102.8K)
Filed 2026-11-04
Northeast Investment Management
UNCHANGED
Shares4,564 from 4,564
Change0 (0%)
Value$391.1K (-$81.1K)
Filed 2026-10-30
Curated Wealth Partners LLC
NEW
Shares4,558
Change+4,558
Value$390.6K
Filed 2026-10-15
CFS Investment Advisory Services, LLC
DECREASED
Shares4,551 from 4,617
Change-66 (-1%)
Value$393.3K (-$90.1K)
Filed 2026-10-19
Provenance Wealth Advisors, LLC
INCREASED
Shares4,550 from 1,148
Change+3,402 (+296%)
Value$389.9K (+$271.1K)
Filed 2026-10-30
Ariston Services Group
UNCHANGED
Shares4,546 from 4,546
Change0 (0%)
Value$389.5K (-$80.7K)
Filed 2026-10-16
Keystone Financial Planning, Inc.
UNCHANGED
Shares4,521 from 4,521
Change0 (0%)
Value$387.4K (-$80.3K)
Filed 2026-10-08
North Star Investment Management Corp.
INCREASED
Shares4,484 from 4,306
Change+178 (+4%)
Value$384.2K (-$61.3K)
Filed 2026-10-27
McAdam, LLC
INCREASED
Shares4,479 from 4,352
Change+127 (+3%)
Value$383.8K (-$66.4K)
Filed 2026-10-21
Simon Quick Advisors, LLC
INCREASED
Shares4,462 from 3,191
Change+1,271 (+40%)
Value$382.3K (+$52.2K)
Filed 2026-10-26
Meridian Financial Advisors, LLC
DECREASED
Shares4,420 from 4,594
Change-174 (-4%)
Value$378.8K (-$96.5K)
Filed 2026-10-14
MMA Asset Management LLC
DECREASED
Shares4,415 from 4,435
Change-20 (0%)
Value$378.3K (-$80.5K)
Filed 2026-11-02
Compass Ion Advisors, LLC
DECREASED
Shares4,399 from 4,408
Change-9 (0%)
Value$377.0K (-$79.1K)
Filed 2026-10-23
Baron Wealth Management LLC
INCREASED
Shares4,350 from 3,152
Change+1,198 (+38%)
Value$372.7K (+$46.6K)
Filed 2026-10-27
Financial & Tax Architects, LLC
INCREASED
Shares4,344 from 2,621
Change+1,723 (+66%)
Value$372.2K (+$101.1K)
Filed 2026-10-15
Southern Financial Group, LLC
DECREASED
Shares4,311 from 4,365
Change-54 (-1%)
Value$369.4K (-$82.2K)
Filed 2026-10-30
Winthrop Advisory Group LLC
INCREASED
Shares4,310 from 4,307
Change+3 (+0%)
Value$369.3K (-$76.2K)
Filed 2026-10-22
Seamount Financial Group Inc
NEW
Shares4,290
Change+4,290
Value$367.6K
Filed 2026-10-21
City Center Advisors, LLC
INCREASED
Shares4,287 from 4,175
Change+112 (+3%)
Value$367.4K (-$64.6K)
Filed 2026-10-08
Clayton Financial Group LLC
UNCHANGED
Shares4,280 from 4,280
Change0 (0%)
Value$366.8K (-$76.0K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
DECREASED
Shares4,276 from 4,416
Change-140 (-3%)
Value$366.4K (-$90.4K)
Filed 2026-10-26
Birchbrook, Inc.
INCREASED
Shares4,268 from 4,265
Change+3 (+0%)
Value$365.7K (-$75.4K)
Filed 2026-10-14
GW Henssler & Associates LTD
DECREASED
Shares4,261 from 4,327
Change-66 (-2%)
Value$365.1K (-$82.5K)
Filed 2026-10-26
Barrett & Company, Inc.
DECREASED
Shares4,254 from 4,760
Change-506 (-11%)
Value$364.5K (-$127.9K)
Filed 2026-10-22
Beverly Hills Private Wealth, LLC
INCREASED
Shares4,244 from 3,388
Change+856 (+25%)
Value$363.7K (+$13.2K)
Filed 2026-11-04
Aviance Capital Partners, LLC
DECREASED
Shares4,239 from 4,300
Change-61 (-1%)
Value$363.3K (-$81.5K)
Filed 2026-10-29
LexAurum Advisors, LLC
DECREASED
Shares4,208 from 4,215
Change-7 (0%)
Value$360.6K (-$75.4K)
Filed 2026-10-19
HF Advisory Group, LLC
DECREASED
Shares4,192 from 5,288
Change-1,096 (-21%)
Value$359.2K (-$187.8K)
Filed 2026-10-09
BridgePort Financial Solutions, LLC
INCREASED
Shares4,166 from 4,076
Change+90 (+2%)
Value$357.0K (-$64.7K)
Filed 2026-11-02
Trek Financial, LLC
INCREASED
Shares4,161 from 4,069
Change+92 (+2%)
Value$356.6K (-$64.4K)
Filed 2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares4,153 from 4,092
Change+61 (+1%)
Value$355.9K (-$67.5K)
Filed 2026-10-13
Quest 10 Wealth Builders, Inc.
INCREASED
Shares4,146 from 3,914
Change+232 (+6%)
Value$355.3K (-$49.6K)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares4,141 from 3,998
Change+143 (+4%)
Value$354.9K (-$58.7K)
Filed 2026-11-03
Means Investment Co., Inc.
DECREASED
Shares4,130 from 11,847
Change-7,717 (-65%)
Value$353.9K (-$871.7K)
Filed 2026-11-03
Kestra Investment Management, LLC
INCREASED
Shares4,123 from 3,845
Change+278 (+7%)
Value$353.3K (-$44.4K)
Filed 2026-11-04
Waldron Private Wealth LLC
DECREASED
Shares4,116 from 4,150
Change-34 (-1%)
Value$352.7K (-$76.6K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares4,048 from 2,141
Change+1,907 (+89%)
Value$346.9K (+$125.4K)
Filed 2026-11-05
Eagle Strategies LLC
INCREASED
Shares4,046 from 4,022
Change+24 (+1%)
Value$346.7K (-$69.4K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
UNCHANGED
Shares4,005 from 4,005
Change0 (0%)
Value$343.2K (-$71.1K)
Filed 2026-10-14
St. Clair Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$342.8K (-$71.0K)
Filed 2026-10-13
Optivise Advisory Services LLC
INCREASED
Shares3,998 from 3,993
Change+5 (+0%)
Value$342.6K (-$70.5K)
Filed 2026-10-19
Tompkins Financial Corp
DECREASED
Shares3,990 from 4,027
Change-37 (-1%)
Value$341.9K (-$74.7K)
Filed 2026-10-05
Lesa Sroufe & Co
UNCHANGED
Shares3,965 from 3,965
Change0 (0%)
Value$340.0K (-$70.0K)
Filed 2026-10-29
Vicus Capital
INCREASED
Shares3,956 from 3,566
Change+390 (+11%)
Value$339.0K (-$29.9K)
Filed 2026-11-05
Pines Wealth Management, LLC
DECREASED
Shares3,915 from 4,906
Change-991 (-20%)
Value$335.5K (-$172.1K)
Filed 2026-10-21
Fell Capital Management
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$334.2K (-$69.3K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,894 from 4,226
Change-332 (-8%)
Value$333.7K (-$103.5K)
Filed 2026-10-14
Luken Investment Analytics, LLC
UNCHANGED
Shares3,881 from 3,881
Change0 (0%)
Value$332.6K (-$68.9K)
Filed 2026-11-06
Pine Haven Investment Counsel, Inc
DECREASED
Shares3,861 from 4,261
Change-400 (-9%)
Value$330.8K (-$110.0K)
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED
Shares3,856 from 4,125
Change-269 (-7%)
Value$330.4K (-$96.3K)
Filed 2026-11-02
SYM Financial Corp
INCREASED
Shares3,840 from 3,682
Change+158 (+4%)
Value$329.0K (-$51.9K)
Filed 2026-10-26
American State Bank (Iowa)
INCREASED
Shares3,834 from 3,501
Change+333 (+10%)
Value$328.5K (-$33.6K)
Filed 2026-11-03
Compass Wealth Management LLC
UNCHANGED
Shares3,834 from 3,834
Change0 (0%)
Value$328.5K (-$68.1K)
Filed 2026-10-22
Lyell Wealth Management, LP
INCREASED
Shares3,816 from 3,512
Change+304 (+9%)
Value$327.0K (-$36.3K)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares3,804 from 4,135
Change-331 (-8%)
Value$326.0K (-$101.8K)
Filed 2026-10-05
Landaas & Co
UNCHANGED
Shares3,794 from 3,794
Change0 (0%)
Value$325.1K (-$67.4K)
Filed 2026-10-29
Alamar Capital Management, LLC
UNCHANGED
Shares3,784 from 3,784
Change0 (0%)
Value$324.3K (-$67.2K)
Filed 2026-11-02
Income Insurance Ltd
UNCHANGED
Shares3,758 from 3,758
Change0 (0%)
Value$322.0K (-$66.7K)
Filed 2026-10-21
Marion Wealth Management
INCREASED
Shares3,738 from 2,045
Change+1,693 (+83%)
Value$320.3K (+$108.8K)
Filed 2026-10-22
WealthBridge Capital Management, LLC
INCREASED
Shares3,721 from 3,690
Change+31 (+1%)
Value$318.9K (-$62.9K)
Filed 2026-10-16
Fulcrum Capital LLC
INCREASED
Shares3,716 from 3,285
Change+431 (+13%)
Value$318.4K (-$21.4K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
INCREASED
Shares3,704 from 2,993
Change+711 (+24%)
Value$317.4K (+$7.8K)
Filed 2026-11-02
Decision Investments, Inc
UNCHANGED
Shares3,704 from 3,704
Change0 (0%)
Value$317.4K (-$65.8K)
Filed 2026-10-07
Fragasso Financial Advisors Inc
INCREASED
Shares3,696 from 2,290
Change+1,406 (+61%)
Value$318.4K (+$81.5K)
Filed 2026-10-13
Crescent Grove Advisors, LLC
UNCHANGED
Shares3,676 from 3,676
Change0 (0%)
Value$315.0K (-$65.3K)
Filed 2026-10-21
Cromwell Holdings LLC
DECREASED
Shares3,675 from 3,928
Change-253 (-6%)
Value$314.9K (-$91.4K)
Filed 2026-10-28
Tortuga Wealth Management, Inc
DECREASED
Shares3,670 from 3,966
Change-296 (-7%)
Value$314.8K (-$95.5K)
Filed 2026-10-27
Triad Wealth Partners, LLC
DECREASED
Shares3,651 from 3,671
Change-20 (-1%)
Value$312.8K (-$74.0K)
Filed 2026-10-26
Endeavor Private Wealth, Inc.
INCREASED
Shares3,642 from 3,197
Change+445 (+14%)
Value$312.1K (-$18.6K)
Filed 2026-11-05
International Private Wealth Advisors LLC
DECREASED
Shares3,635 from 3,710
Change-75 (-2%)
Value$311.5K (-$72.3K)
Filed 2026-11-05
Brown Miller Wealth Management, LLC
UNCHANGED
Shares3,631 from 3,631
Change0 (0%)
Value$311.2K (-$64.5K)
Filed 2026-11-02
Defined Wealth Management, LLC
INCREASED
Shares3,626 from 3,620
Change+6 (+0%)
Value$310.7K (-$63.8K)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares3,625
Change+3,625
Value$310.6K
Filed 2026-10-26
Joel Isaacson & Co., LLC
INCREASED
Shares3,620 from 3,425
Change+195 (+6%)
Value$310.2K (-$44.1K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
NEW
Shares3,614
Change+3,614
Value$309.7K
Filed 2026-11-03
Compagnie Lombard Odier SCmA
INCREASED
Shares3,614 from 2,932
Change+682 (+23%)
Value$309.7K (+$6.4K)
Filed 2026-11-04
Swiss RE LTD
INCREASED
Shares3,597 from 2,187
Change+1,410 (+64%)
Value$308.2K (+$82.0K)
Filed 2026-11-06
Community Bank, N.A.
DECREASED
Shares3,575 from 4,361
Change-786 (-18%)
Value$306.3K (-$144.8K)
Filed 2026-11-06
Private Client Services, LLC
NEW
Shares3,567
Change+3,567
Value$305.7K
Filed 2026-10-02
Hoxton Planning & Management, LLC
DECREASED
Shares3,563 from 3,687
Change-124 (-3%)
Value$305.3K (-$76.1K)
Filed 2026-10-15
Avantax Planning Partners, Inc.
DECREASED
Shares3,513 from 3,515
Change-2 (0%)
Value$301.0K (-$62.7K)
Filed 2026-11-03
Wealth Architects, LLC
INCREASED
Shares3,502 from 2,743
Change+759 (+28%)
Value$300.1K (+$16.3K)
Filed 2026-11-03
Childress Capital Advisors, LLC
INCREASED
Shares3,497 from 3,366
Change+131 (+4%)
Value$299.6K (-$48.5K)
Filed 2026-10-28
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares3,461 from 3,461
Change0 (0%)
Value$296.6K (-$61.5K)
Filed 2026-10-26
Center For Asset Management LLC
INCREASED
Shares3,438 from 3,299
Change+139 (+4%)
Value$294.7K (-$46.6K)
Filed 2026-10-16
Werba Rubin Papier Wealth Management
INCREASED
Shares3,427 from 3,090
Change+337 (+11%)
Value$293.6K (-$26.1K)
Filed 2026-11-06
HBW Advisory Services LLC
INCREASED
Shares3,408 from 3,293
Change+115 (+3%)
Value$292.1K (-$48.6K)
Filed 2026-10-15
Advisor OS, LLC
INCREASED
Shares3,406 from 3,393
Change+13 (+0%)
Value$291.9K (-$59.1K)
Filed 2026-11-03
Thompson Davis & Co., Inc.
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$291.4K (-$60.4K)
Filed 2026-11-05
BCS Wealth Management
UNCHANGED
Shares3,398 from 3,398
Change0 (0%)
Value$291.2K (-$60.3K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares3,386 from 3,481
Change-95 (-3%)
Value$290.2K (-$69.9K)
Filed 2026-10-08
Richwood Investment Advisors, LLC
DECREASED
Shares3,383 from 3,408
Change-25 (-1%)
Value$289.9K (-$62.7K)
Filed 2026-10-30
Reflection Asset Management
UNCHANGED
Shares3,383 from 3,383
Change0 (0%)
Value$289.9K (-$60.1K)
Filed 2026-10-28
Ellis Investment Partners, LLC
INCREASED
Shares3,367 from 3,293
Change+74 (+2%)
Value$288.6K (-$52.2K)
Filed 2026-10-21
First City Capital Management, Inc.
UNCHANGED
Shares3,366 from 3,366
Change0 (0%)
Value$288.4K (-$59.8K)
Filed 2026-10-27
Kendall Capital Management
INCREASED
Shares3,362 from 3,310
Change+52 (+2%)
Value$288.1K (-$54.3K)
Filed 2026-10-23
AGH Wealth Advisors, LLC
DECREASED
Shares3,344 from 3,451
Change-107 (-3%)
Value$286.5K (-$70.5K)
Filed 2026-10-26
Key FInancial Inc
INCREASED
Shares3,342 from 3,332
Change+10 (+0%)
Value$286.4K (-$58.3K)
Filed 2026-11-02
Paradigm Asset Management Co LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$282.8K (-$58.6K)
Filed 2026-11-05
Orange Investment Advisors, Inc.
DECREASED
Shares3,284 from 3,434
Change-150 (-4%)
Value$281.4K (-$73.8K)
Filed 2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares3,273 from 3,684
Change-411 (-11%)
Value$310.1K (-$88.1K)
Filed 2026-10-21
Guyasuta Investment Advisors Inc
DECREASED
Shares3,272 from 3,364
Change-92 (-3%)
Value$280.4K (-$67.6K)
Filed 2026-10-15
First Interstate Bank
UNCHANGED
Shares3,238 from 3,238
Change0 (0%)
Value$277.5K (-$57.5K)
Filed 2026-10-23
Manchester Capital Management LLC
DECREASED
Shares3,237 from 3,330
Change-93 (-3%)
Value$277.4K (-$67.1K)
Filed 2026-10-22
Eagle Wealth Strategies LLC
DECREASED
Shares3,231 from 3,288
Change-57 (-2%)
Value$276.8K (-$63.3K)
Filed 2026-10-20
Plan Group Financial, LLC
DECREASED
Shares3,220 from 4,165
Change-945 (-23%)
Value$305.1K (-$125.7K)
Filed 2026-10-22
GAM Holding AG
UNCHANGED
Shares3,214 from 3,214
Change0 (0%)
Value$275.4K (-$57.1K)
Filed 2026-11-03
JGP Wealth Management, LLC
DECREASED
Shares3,208 from 3,212
Change-4 (0%)
Value$274.9K (-$57.4K)
Filed 2026-10-13
Torrey Growth & Income Advisors
INCREASED
Shares3,200 from 3,100
Change+100 (+3%)
Value$274.2K (-$47.7K)
Filed 2026-11-04
Legacy Advisors, LLC
INCREASED
Shares3,177 from 3,140
Change+37 (+1%)
Value$272.2K (-$52.6K)
Filed 2026-10-19
Asset Planning,Inc
UNCHANGED
Shares3,177 from 3,177
Change0 (0%)
Value$272.2K (-$56.4K)
Filed 2026-10-26
Peddock Capital Advisors, LLC
INCREASED
Shares3,158 from 3,154
Change+4 (+0%)
Value$270.6K (-$55.7K)
Filed 2026-10-16
Somerset Trust Co
INCREASED
Shares3,156 from 3,109
Change+47 (+2%)
Value$270.4K (-$51.2K)
Filed 2026-10-13
Great Point Wealth Advisors, LLC
INCREASED
Shares3,151 from 3,112
Change+39 (+1%)
Value$270.0K (-$51.9K)
Filed 2026-10-15
Beese Fulmer Investment Management, Inc.
INCREASED
Shares3,145 from 2,076
Change+1,069 (+51%)
Value$269.5K (+$54.7K)
Filed 2026-10-23
First Bancorp, Inc
UNCHANGED
Shares3,110 from 3,110
Change0 (0%)
Value$266.5K (-$55.2K)
Filed 2026-10-26
First Affirmative Financial Network
NEW
Shares3,099
Change+3,099
Value$265.6K
Filed 2026-10-21
Sentinel Trust Co LBA
UNCHANGED
Shares3,095 from 3,095
Change0 (0%)
Value$265.0K (-$55.0K)
Filed 2026-11-03
Register Financial Advisors LLC
DECREASED
Shares3,080 from 3,476
Change-396 (-11%)
Value$264.0K (-$95.7K)
Filed 2026-10-23
Texas Bank & Trust Co
UNCHANGED
Shares3,062 from 3,062
Change0 (0%)
Value$262.4K (-$54.4K)
Filed 2026-11-04
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares3,039 from 3,039
Change0 (0%)
Value$260.4K (-$54.0K)
Filed 2026-10-13
1620 Investment Advisors, Inc.
INCREASED
Shares3,021 from 2,857
Change+164 (+6%)
Value$258.9K (-$36.7K)
Filed 2026-11-04
Windsor Capital Management, LLC
UNCHANGED
Shares3,010 from 3,010
Change0 (0%)
Value$257.9K (-$53.5K)
Filed 2026-10-13
Secure Asset Management, LLC
INCREASED
Shares3,009 from 2,942
Change+67 (+2%)
Value$257.9K (-$46.5K)
Filed 2026-10-19
Lighthouse Financial LLC
INCREASED
Shares3,004 from 2,979
Change+25 (+1%)
Value$257.4K (-$50.8K)
Filed 2026-10-23
Shade Tree Advisors LLC
NEW
Shares3,000
Change+3,000
Value$257.1K
Filed 2026-10-22
Lincoln Capital Corp
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$257.1K (-$53.3K)
Filed 2026-10-13
American National Bank of Texas
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$257.1K (-$53.3K)
Filed 2026-10-07
Ignite Planners, LLC
INCREASED
Shares2,979 from 2,968
Change+11 (+0%)
Value$255.3K (-$51.8K)
Filed 2026-10-14
Blue Capital, Inc.
DECREASED
Shares2,970 from 5,819
Change-2,849 (-49%)
Value$254.5K (-$347.5K)
Filed 2026-10-13
Anchyra Partners LLC
DECREASED
Shares2,943 from 3,458
Change-515 (-15%)
Value$252.2K (-$105.5K)
Filed 2026-10-13
Lawood & Co
DECREASED
Shares2,940 from 3,095
Change-155 (-5%)
Value$251.9K (-$68.3K)
Filed 2026-10-09
Moss Adams Wealth Advisors LLC
DECREASED
Shares2,932 from 3,792
Change-860 (-23%)
Value$251.2K (-$141.1K)
Filed 2026-10-28
SBI Securities Co., Ltd.
DECREASED
Shares2,932 from 2,935
Change-3 (0%)
Value$251.2K (-$52.4K)
Filed 2026-10-22
Sound Income Strategies, LLC
DECREASED
Shares2,910 from 3,106
Change-196 (-6%)
Value$255.5K (-$65.8K)
Filed 2026-10-09
Traphagen Investment Advisors LLC
INCREASED
Shares2,906 from 2,904
Change+2 (+0%)
Value$249.0K (-$51.4K)
Filed 2026-10-14
Sentry LLC
DECREASED
Shares2,904 from 3,239
Change-335 (-10%)
Value$248.8K (-$86.2K)
Filed 2026-10-30
Middleton & Co Inc
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$248.5K (-$51.5K)
Filed 2026-10-23
Genesis Private Wealth, LLC
DECREASED
Shares2,875 from 2,905
Change-30 (-1%)
Value$246.4K (-$54.2K)
Filed 2026-11-02
HCR Wealth Advisors
INCREASED
Shares2,873 from 2,498
Change+375 (+15%)
Value$246.2K (-$12.2K)
Filed 2026-10-15
Carson Advisory Inc.
DECREASED
Shares2,867 from 3,617
Change-750 (-21%)
Value$245.7K (-$128.5K)
Filed 2026-11-06
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares2,861 from 2,861
Change0 (0%)
Value$245.1K (-$50.8K)
Filed 2026-11-05
Next Level Private LLC
INCREASED
Shares2,858 from 2,645
Change+213 (+8%)
Value$244.9K (-$28.7K)
Filed 2026-10-20
Cypress Wealth Services, LLC
DECREASED
Shares2,851 from 2,885
Change-34 (-1%)
Value$246.4K (-$52.0K)
Filed 2026-10-21
Alpha Family Trust
UNCHANGED
Shares2,840 from 2,840
Change0 (0%)
Value$293.8K ($0)
Filed 2026-11-04
Gradient Investments LLC
NEW
Shares2,812
Change+2,812
Value$240.9K
Filed 2026-10-08
Cooper Financial Group
INCREASED
Shares2,808 from 2,492
Change+316 (+13%)
Value$240.6K (-$17.2K)
Filed 2026-10-07
Beacon Bank & Trust
UNCHANGED
Shares2,797 from 2,797
Change0 (0%)
Value$239.7K (-$49.7K)
Filed 2026-10-27
Keudell ison Wealth Management
INCREASED
Shares2,791 from 2,683
Change+108 (+4%)
Value$239.2K (-$38.4K)
Filed 2026-10-16
DT Investment Partners, LLC
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$238.0K (-$49.3K)
Filed 2026-10-27
Rose Capital Advisors LLC
NEW
Shares2,761
Change+2,761
Value$236.6K
Filed 2026-11-04
JFS Wealth Advisors, LLC
DECREASED
Shares2,757 from 2,759
Change-2 (0%)
Value$236.3K (-$49.1K)
Filed 2026-11-03
MQS Management LLC
NEW
Shares2,746
Change+2,746
Value$235.3K
Filed 2026-11-06
Sutton Place Investors LLC
UNCHANGED
Shares2,736 from 2,736
Change0 (0%)
Value$234.4K (-$48.6K)
Filed 2026-10-20
WBI Investments, LLC
INCREASED
Shares2,721 from 2,174
Change+547 (+25%)
Value$233.2K (+$8.3K)
Filed 2026-11-05
Angeles Wealth Management, LLC
DECREASED
Shares2,707 from 3,443
Change-736 (-21%)
Value$232.0K (-$124.2K)
Filed 2026-10-26
Opal Wealth Advisors, LLC
DECREASED
Shares2,670 from 3,379
Change-709 (-21%)
Value$228.8K (-$120.8K)
Filed 2026-10-16
Blackston Financial Advisory Group, LLC
DECREASED
Shares2,670 from 2,867
Change-197 (-7%)
Value$228.8K (-$67.8K)
Filed 2026-11-04
Nixon Peabody Trust Co
INCREASED
Shares2,663 from 2,588
Change+75 (+3%)
Value$228.2K (-$39.5K)
Filed 2026-10-23
Midland Wealth Advisors, LLC
INCREASED
Shares2,654 from 2,231
Change+423 (+19%)
Value$227.4K (-$3.4K)
Filed 2026-10-26
Bullock Wealth Management Group
INCREASED
Shares2,652 from 2,643
Change+9 (+0%)
Value$226.0K (-$51.0K)
Filed 2026-10-09
Regatta Capital Group, LLC
INCREASED
Shares2,649 from 2,460
Change+189 (+8%)
Value$227.0K (-$27.5K)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED
Shares2,637 from 4,262
Change-1,625 (-38%)
Value$226.0K (-$214.9K)
Filed 2026-10-29
Occidental Asset Management, LLC
INCREASED
Shares2,620 from 2,524
Change+96 (+4%)
Value$224.5K (-$36.6K)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED
Shares2,618 from 2,511
Change+107 (+4%)
Value$224.3K (-$35.4K)
Filed 2026-11-04
LeConte Wealth Management, LLC
INCREASED
Shares2,617 from 1,996
Change+621 (+31%)
Value$224.3K (+$17.8K)
Filed 2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED
Shares2,612 from 2,803
Change-191 (-7%)
Value$227.3K (-$62.6K)
Filed 2026-10-09
MBL Wealth, LLC
DECREASED
Shares2,610 from 2,839
Change-229 (-8%)
Value$223.7K (-$70.0K)
Filed 2026-10-22
BAR Harbor Wealth Management
DECREASED
Shares2,610 from 2,650
Change-40 (-2%)
Value$223.7K (-$50.5K)
Filed 2026-10-21
GK Wealth Management LLC
DECREASED
Shares2,604 from 2,964
Change-360 (-12%)
Value$223.2K (-$83.5K)
Filed 2026-10-09
Regent Peak Wealth Advisors LLC
INCREASED
Shares2,596 from 2,446
Change+150 (+6%)
Value$222.5K (-$30.6K)
Filed 2026-10-13
Chapin Davis, Inc.
DECREASED
Shares2,594 from 2,642
Change-48 (-2%)
Value$222.3K (-$51.0K)
Filed 2026-10-09
Abel Hall, LLC
DECREASED
Shares2,593 from 2,886
Change-293 (-10%)
Value$222.2K (-$76.4K)
Filed 2026-10-19
Sustainable Insight Capital Management, LLC
NEW
Shares2,592
Change+2,592
Value$222.1K
Filed 2026-11-06
BLB&B Advisors, LLC
INCREASED
Shares2,588 from 2,426
Change+162 (+7%)
Value$221.8K (-$29.2K)
Filed 2026-10-27
Palisade Asset Management, LLC
DECREASED
Shares2,572 from 2,599
Change-27 (-1%)
Value$220.4K (-$48.5K)
Filed 2026-11-03
Almanack Investment Partners, Llc.
INCREASED
Shares2,562 from 2,081
Change+481 (+23%)
Value$219.5K (+$4.3K)
Filed 2026-11-03
Kavar Capital Partners Group, LLC
INCREASED
Shares2,562 from 2,515
Change+47 (+2%)
Value$219.6K (-$40.6K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
DECREASED
Shares2,559 from 2,895
Change-336 (-12%)
Value$219.3K (-$80.2K)
Filed 2026-10-13
Paragon Capital Management Ltd
INCREASED
Shares2,548 from 2,545
Change+3 (+0%)
Value$218.3K (-$45.0K)
Filed 2026-10-09
Poinciana Advisors Group, LLC
UNCHANGED
Shares2,543 from 2,543
Change0 (0%)
Value$217.9K (-$45.2K)
Filed 2026-11-06
Centerpoint Advisors, LLC
INCREASED
Shares2,539 from 200
Change+2,339 (+1170%)
Value$218.0K (+$218.0K)
Filed 2026-11-05
Tritonpoint Wealth, LLC
INCREASED
Shares2,518 from 2,428
Change+90 (+4%)
Value$215.8K (-$35.4K)
Filed 2026-10-19
Thrive Wealth Management, LLC
DECREASED
Shares2,506 from 2,527
Change-21 (-1%)
Value$214.8K (-$46.7K)
Filed 2026-10-13
King Luther Capital Management Corp
UNCHANGED
Shares2,504 from 2,504
Change0 (0%)
Value$214.6K (-$44.5K)
Filed 2026-11-05
Tortoise Investment Management, LLC
INCREASED
Shares2,503 from 2,451
Change+52 (+2%)
Value$214.5K (-$39.1K)
Filed 2026-11-06
Meadowbrook Wealth Management, LLC
DECREASED
Shares2,500 from 2,775
Change-275 (-10%)
Value$214.2K (-$76.6K)
Filed 2026-10-08
Blue Trust, Inc.
DECREASED
Shares2,497 from 4,497
Change-2,000 (-44%)
Value$214.0K (-$251.3K)
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares2,493 from 2,414
Change+79 (+3%)
Value$213.6K (-$36.1K)
Filed 2026-11-04
Agate Pass Investment Management, LLC
UNCHANGED
Shares2,493 from 2,493
Change0 (0%)
Value$213.6K (-$44.3K)
Filed 2026-10-20
Sunburst Financial Group, LLC
INCREASED
Shares2,488 from 2,485
Change+3 (+0%)
Value$213.2K (-$43.9K)
Filed 2026-10-09
Greenspring Advisors, LLC
INCREASED
Shares2,487 from 2,455
Change+32 (+1%)
Value$213.1K (-$40.9K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares2,485 from 2,477
Change+8 (+0%)
Value$212.9K (-$43.3K)
Filed 2026-10-08
Hamilton Capital, LLC
UNCHANGED
Shares2,485 from 2,485
Change0 (0%)
Value$212.9K (-$44.1K)
Filed 2026-10-08
Maia Wealth LLC
DECREASED
Shares2,479 from 2,828
Change-349 (-12%)
Value$212.4K (-$80.2K)
Filed 2026-10-19
Clear Harbor Asset Management, LLC
NEW
Shares2,464
Change+2,464
Value$211.1K
Filed 2026-11-05
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares2,464 from 2,322
Change+142 (+6%)
Value$211.1K (-$29.1K)
Filed 2026-11-06
Advisortrust Partners, LLC
DECREASED
Shares2,462 from 2,473
Change-11 (0%)
Value$211.0K (-$44.9K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares2,458 from 3,167
Change-709 (-22%)
Value$210.6K (-$117.0K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED
Shares2,453 from 2,534
Change-81 (-3%)
Value$210.2K (-$51.9K)
Filed 2026-10-16
Oak Harvest Investment Services
INCREASED
Shares2,443 from 2,425
Change+18 (+1%)
Value$209.4K (-$41.5K)
Filed 2026-10-20
Biltmore Family Office, LLC
INCREASED
Shares2,437 from 2,346
Change+91 (+4%)
Value$208.8K (-$33.9K)
Filed 2026-11-03
Capital City Trust Co
UNCHANGED
Shares2,426 from 2,426
Change0 (0%)
Value$207.9K (-$43.1K)
Filed 2026-10-22
First County Bank
DECREASED
Shares2,423 from 2,436
Change-13 (-1%)
Value$207.6K (-$44.4K)
Filed 2026-10-13
Lantern Wealth Advisors, LLC
UNCHANGED
Shares2,419 from 2,419
Change0 (0%)
Value$207.3K (-$42.9K)
Filed 2026-10-22
River Street Advisors LLC
UNCHANGED
Shares2,419 from 2,419
Change0 (0%)
Value$207.3K (-$43.0K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,417 from 1,922
Change+495 (+26%)
Value$207.1K (+$8.3K)
Filed 2026-10-27
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares2,415 from 2,417
Change-2 (0%)
Value$206.9K (-$43.1K)
Filed 2026-10-30
Cypress Point Wealth Management, LLC
DECREASED
Shares2,414 from 2,649
Change-235 (-9%)
Value$206.9K (-$67.2K)
Filed 2026-11-03
Guardian Asset Advisors, LLC
INCREASED
Shares2,413 from 2,412
Change+1 (+0%)
Value$206.8K (-$42.7K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares2,400 from 1,345
Change+1,055 (+78%)
Value$205.7K (+$66.5K)
Filed 2026-10-07
MW Advisory, LLC
DECREASED
Shares2,378 from 3,792
Change-1,414 (-37%)
Value$203.7K (-$188.6K)
Filed 2026-10-19
Nabity-Jensen Investment Management Inc
INCREASED
Shares2,376 from 2,127
Change+249 (+12%)
Value$203.6K (-$16.4K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,368 from 2,316
Change+52 (+2%)
Value$202.9K (-$36.7K)
Filed 2026-10-27
Kachkovsky & Fisher, Inc.
NEW
Shares2,349
Change+2,349
Value$201.3K
Filed 2026-10-21
WealthPlan Investment Management, LLC
INCREASED
Shares2,336 from 1,972
Change+364 (+18%)
Value$200.2K (-$3.8K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,336 from 2,386
Change-50 (-2%)
Value$200.2K (-$46.7K)
Filed 2026-10-19
Union Savings Bank
UNCHANGED
Shares2,313 from 2,313
Change0 (0%)
Value$198.2K (-$41.1K)
Filed 2026-10-14
Creative Financial Designs Inc
DECREASED
Shares2,311 from 2,399
Change-88 (-4%)
Value$198.0K (-$50.2K)
Filed 2026-11-04
Southern Michigan Bank & Trust
INCREASED
Shares2,171 from 2,148
Change+23 (+1%)
Value$186.0K (-$36.2K)
Filed 2026-10-19
Clean Yield Group
UNCHANGED
Shares2,118 from 2,118
Change0 (0%)
Value$181.5K (-$37.6K)
Filed 2026-10-28
Salomon & Ludwin, LLC
DECREASED
Shares2,094 from 2,145
Change-51 (-2%)
Value$179.4K (-$45.4K)
Filed 2026-10-29
Axxion S.A.
UNCHANGED
Shares2,094 from 2,094
Change0 (0%)
Value$179.4K (-$37.2K)
Filed 2026-10-22
Duncker Streett & Co Inc
UNCHANGED
Shares1,960 from 1,960
Change0 (0%)
Value$168.0K (-$34.8K)
Filed 2026-10-27
Proathlete Wealth Management LLC
INCREASED
Shares1,921 from 1,798
Change+123 (+7%)
Value$164.7K (-$21.4K)
Filed 2026-10-15
Nemes Rush Group LLC
UNCHANGED
Shares1,828 from 1,828
Change0 (0%)
Value$156.7K (-$32.5K)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$154.7K (-$32.1K)
Filed 2026-11-02
Robbins Farley
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$154.2K (-$32.0K)
Filed 2026-10-21
Legacy Bridge, LLC
UNCHANGED
Shares1,775 from 1,775
Change0 (0%)
Value$152.1K (-$31.5K)
Filed 2026-10-28
Y.D. More Investments Ltd
DECREASED
Shares1,752 from 2,805
Change-1,053 (-38%)
Value$150.1K (-$140.0K)
Filed 2026-11-02
Grove Bank & Trust
INCREASED
Shares1,747 from 1,720
Change+27 (+2%)
Value$149.7K (-$28.2K)
Filed 2026-10-08
Hilltop National Bank
INCREASED
Shares1,713 from 1,503
Change+210 (+14%)
Value$146.8K (-$8.7K)
Filed 2026-10-14
Birch Financial Group, LLC
NEW
Shares1,632
Change+1,632
Value$139.8K
Filed 2026-10-27
Independence Bank of Kentucky
DECREASED
Shares1,628 from 3,752
Change-2,124 (-57%)
Value$139.5K (-$248.6K)
Filed 2026-10-26
AXS Investments LLC
DECREASED
Shares1,610 from 2,206
Change-596 (-27%)
Value$138.0K (-$90.3K)
Filed 2026-11-04
Rosenberg Matthew Hamilton
INCREASED
Shares1,608 from 899
Change+709 (+79%)
Value$137.8K (+$44.8K)
Filed 2026-10-05
City State Bank
DECREASED
Shares1,583 from 1,643
Change-60 (-4%)
Value$135.6K (-$34.3K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$134.6K (-$27.9K)
Filed 2026-10-09
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,537 from 1,537
Change0 (0%)
Value$17.1K (-$47.0K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares1,526 from 5,476
Change-3,950 (-72%)
Value$130.7K (-$437.7K)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
DECREASED
Shares1,521 from 1,523
Change-2 (0%)
Value$130.3K (-$27.2K)
Filed 2026-10-20
Valley National Advisers Inc
INCREASED
Shares1,518 from 1,516
Change+2 (+0%)
Value$130.1K (-$26.8K)
Filed 2026-10-23
Private Wealth Management Group, LLC
INCREASED
Shares1,460 from 1,405
Change+55 (+4%)
Value$125.1K (-$20.2K)
Filed 2026-10-19
Ameliora Wealth Management Ltd.
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$123.4K (-$25.6K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
INCREASED
Shares1,434 from 935
Change+499 (+53%)
Value$122.9K (+$26.2K)
Filed 2026-10-13
WPG Advisers, LLC
INCREASED
Shares1,407 from 406
Change+1,001 (+247%)
Value$120.6K (+$78.6K)
Filed 2026-10-27
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares1,400 from 3,048
Change-1,648 (-54%)
Value$120.0K (-$195.0K)
Filed 2026-11-02
Center for Financial Planning, Inc.
INCREASED
Shares1,360 from 1,341
Change+19 (+1%)
Value$116.5K (-$22.2K)
Filed 2026-10-26
City Holding Co
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$116.5K (-$24.2K)
Filed 2026-10-19
Essential Partners LLC
INCREASED
Shares1,352 from 1,321
Change+31 (+2%)
Value$115.9K (-$20.8K)
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$115.5K (-$23.9K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
INCREASED
Shares1,336 from 1,304
Change+32 (+2%)
Value$114.5K (-$20.4K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares1,320
Change+1,320
Value$113.1K
Filed 2026-10-27
Hickory Point Bank & Trust
DECREASED
Shares1,297 from 1,372
Change-75 (-5%)
Value$111.1K (-$30.8K)
Filed 2026-10-01
Silver Grove Financial Group, Inc.
INCREASED
Shares1,270 from 1,078
Change+192 (+18%)
Value$108.8K (-$2.7K)
Filed 2026-11-05
Peoples Financial Services Corp.
DECREASED
Shares1,245 from 1,315
Change-70 (-5%)
Value$106.7K (-$29.4K)
Filed 2026-10-20
Entrust Financial LLC
INCREASED
Shares1,193 from 639
Change+554 (+87%)
Value$102.2K (+$36.2K)
Filed 2026-11-04
Bayforest Capital Ltd
DECREASED
Shares1,158 from 1,268
Change-110 (-9%)
Value$99.2K (-$31.9K)
Filed 2026-11-03
True Wealth Design, LLC
INCREASED
Shares1,135 from 1,085
Change+50 (+5%)
Value$97.3K (-$15.0K)
Filed 2026-10-13
First Command Advisory Services, Inc.
DECREASED
Shares1,039 from 1,098
Change-59 (-5%)
Value$89.0K (-$24.6K)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
DECREASED
Shares1,031 from 1,117
Change-86 (-8%)
Value$88.3K (-$27.2K)
Filed 2026-10-30
DeDora Capital, Inc.
NEW
Shares1,000
Change+1,000
Value$85.7K
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED
Shares974 from 968
Change+6 (+1%)
Value$83.5K (-$16.7K)
Filed 2026-10-26
Balance Wealth Partners LLC
NEW
Shares971
Change+971
Value$83.2K
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares950 from 955
Change-5 (-1%)
Value$81.4K (-$17.4K)
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$81.1K (-$16.8K)
Filed 2026-10-23
West Paces Advisors Inc.
DECREASED
Shares942 from 953
Change-11 (-1%)
Value$80.7K (-$17.9K)
Filed 2026-10-13
Ninety One UK Ltd
NEW
Shares935
Change+935
Value$80.1K
Filed 2026-10-15
Activest Wealth Management
DECREASED
Shares923 from 998
Change-75 (-8%)
Value$79.1K (-$24.2K)
Filed 2026-10-15
Bangor Savings Bank
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$77.6K (-$16.1K)
Filed 2026-10-06
Capital Advisors, Ltd. LLC
INCREASED
Shares897 from 820
Change+77 (+9%)
Value$77.0K (-$8.0K)
Filed 2026-10-27
Coston, McIsaac & Partners
DECREASED
Shares871 from 887
Change-16 (-2%)
Value$74.7K (-$16.3K)
Filed 2026-11-06
Hilton Head Capital Partners, LLC
DECREASED
Shares859 from 1,025
Change-166 (-16%)
Value$73.6K (-$32.5K)
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
INCREASED
Shares836 from 825
Change+11 (+1%)
Value$71.6K (-$13.7K)
Filed 2026-10-13
Nvwm, LLC
INCREASED
Shares812 from 52
Change+760 (+1462%)
Value$69.6K (+$64.2K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$82.9K ($0)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
DECREASED
Shares800 from 819
Change-19 (-2%)
Value$68.6K (-$16.2K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares789 from 776
Change+13 (+2%)
Value$67.6K (-$12.7K)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares788 from 666
Change+122 (+18%)
Value$67.5K (-$1.4K)
Filed 2026-10-26
Meriwether Wealth & Planning, LLC
NEW
Shares784
Change+784
Value$67.2K
Filed 2026-10-13
Financial Network Wealth Advisors LLC
DECREASED
Shares783 from 916
Change-133 (-15%)
Value$67.1K (-$27.7K)
Filed 2026-10-28
Ares Financial Consulting, LLC
INCREASED
Shares778 from 752
Change+26 (+3%)
Value$66.7K (-$11.1K)
Filed 2026-10-19
Piscataqua Savings Bank
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$63.6K (-$13.2K)
Filed 2026-10-21
Highline Wealth Partners LLC
INCREASED
Shares741 from 542
Change+199 (+37%)
Value$63.5K (+$7.4K)
Filed 2026-10-19
Clearstead Trust, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$62.9K (-$13.0K)
Filed 2026-11-06
Trust Co
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$61.4K (-$12.7K)
Filed 2026-10-09
Financial Perspectives, Inc
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$60.7K (-$12.6K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
INCREASED
Shares695 from 356
Change+339 (+95%)
Value$59.6K (+$22.7K)
Filed 2026-10-07
Indiana Trust & Investment Management Co
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$58.3K (-$12.1K)
Filed 2026-10-22
Wolff Wiese Magana LLC
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$55.8K (-$11.6K)
Filed 2026-10-15
MV Capital Management, Inc.
DECREASED
Shares649 from 658
Change-9 (-1%)
Value$55.6K (-$12.5K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
INCREASED
Shares647 from 642
Change+5 (+1%)
Value$55.4K (-$11.0K)
Filed 2026-11-04
Financial Consulate, Inc
INCREASED
Shares645 from 626
Change+19 (+3%)
Value$55.3K (-$9.5K)
Filed 2026-10-23
Fortitude Family Office, LLC
INCREASED
Shares630 from 470
Change+160 (+34%)
Value$54.0K (+$5.4K)
Filed 2026-10-14
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$51.0K (-$11.0K)
Filed 2026-11-04
Monetary Solutions, Ltd
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$51.4K (-$10.7K)
Filed 2026-10-22
Caldwell Trust Co
INCREASED
Shares596 from 517
Change+79 (+15%)
Value$51.1K (-$2.4K)
Filed 2026-10-30
GoalVest Advisory LLC
INCREASED
Shares591 from 469
Change+122 (+26%)
Value$50.6K (+$2.1K)
Filed 2026-10-02
West Branch Capital LLC
DECREASED
Shares590 from 756
Change-166 (-22%)
Value$50.6K (-$27.7K)
Filed 2026-10-20
Heritage Family Offices, LLP
NEW
Shares577
Change+577
Value$49.4K
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares567 from 200
Change+367 (+184%)
Value$48.6K (+$27.9K)
Filed 2026-10-16
First Pacific Financial
DECREASED
Shares567 from 649
Change-82 (-13%)
Value$48.6K (-$18.5K)
Filed 2026-10-14
New England Capital Financial Advisors LLC
DECREASED
Shares566 from 788
Change-222 (-28%)
Value$48.5K (-$33.0K)
Filed 2026-11-03
First Community Trust NA
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$48.2K (-$10.0K)
Filed 2026-10-07
Covestor Ltd
INCREASED
Shares536 from 447
Change+89 (+20%)
Value$46.0K ($0)
Filed 2026-10-30
Atwood & Palmer Inc
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$45.8K (-$9.5K)
Filed 2026-10-08
Livelsberger Financial Advisory
NEW
Shares534
Change+534
Value$45.7K
Filed 2026-10-28
William Mack & Associates, Inc.
NEW
Shares533
Change+533
Value$45.7K
Filed 2026-10-27
Murphy & Mullick Capital Management Corp
INCREASED
Shares531 from 525
Change+6 (+1%)
Value$45.5K (-$8.8K)
Filed 2026-11-02
Canton Hathaway, LLC
INCREASED
Shares517 from 487
Change+30 (+6%)
Value$44.3K (-$6.1K)
Filed 2026-10-23
James T. Borello RIA
INCREASED
Shares517 from 500
Change+17 (+3%)
Value$44.3K (-$7.4K)
Filed 2026-10-16
Main Street Group, LTD
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$43.1K (-$8.9K)
Filed 2026-10-28
Vestor Capital, LLC
DECREASED
Shares500 from 1,008
Change-508 (-50%)
Value$254 (+$137)
Filed 2026-11-04
Hanson & Doremus Investment Management
DECREASED
Shares500 from 653
Change-153 (-23%)
Value$43.0K (-$25.0K)
Filed 2026-10-16
Gables Capital Management Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$42.8K (-$8.9K)
Filed 2026-11-04
Pillar Financial Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$42.8K (-$8.9K)
Filed 2026-10-21
Mascoma Wealth Management LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$42.4K (-$8.8K)
Filed 2026-10-23
RHL Group, LLC
DECREASED
Shares473 from 807
Change-334 (-41%)
Value$40.5K (-$42.6K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
DECREASED
Shares465 from 606
Change-141 (-23%)
Value$39.8K (-$22.8K)
Filed 2026-10-21
Community Financial Services Group, LLC
NEW
Shares461
Change+461
Value$39.3K
Filed 2026-10-15
Cedar Mountain Advisors, LLC
INCREASED
Shares453 from 436
Change+17 (+4%)
Value$38.8K (-$6.3K)
Filed 2026-10-15
Bell Investment Advisors, Inc
INCREASED
Shares447 from 426
Change+21 (+5%)
Value$38.3K (-$5.8K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$37.6K (-$7.8K)
Filed 2026-10-23
MidAtlantic Capital Management, Inc.
NEW
Shares437
Change+437
Value$37.4K
Filed 2026-11-05
Addison Advisors LLC
INCREASED
Shares435 from 397
Change+38 (+10%)
Value$37.3K (-$3.8K)
Filed 2026-11-06
Boyd Watterson Asset Management LLC
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$37.3K (-$7.7K)
Filed 2026-11-06
Costello Asset Management, Inc
INCREASED
Shares432 from 431
Change+1 (+0%)
Value$37.0K (-$7.6K)
Filed 2026-10-30
Arlington Trust Co LLC
INCREASED
Shares407 from 382
Change+25 (+7%)
Value$34.9K (-$4.6K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares400 from 350
Change+50 (+14%)
Value$34.0K (-$2.0K)
Filed 2026-10-14
First Financial Corp
DECREASED
Shares400 from 450
Change-50 (-11%)
Value$34.3K (-$12.3K)
Filed 2026-10-13
Whipplewood Advisors, LLC
DECREASED
Shares400 from 432
Change-32 (-7%)
Value$34.3K (-$10.4K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$34.3K (-$7.1K)
Filed 2026-10-26
Steph & Co
INCREASED
Shares394 from 367
Change+27 (+7%)
Value$33.8K (-$4.2K)
Filed 2026-10-07
United Community Bank
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$32.9K (-$6.8K)
Filed 2026-10-28
TFC Financial Management, Inc.
DECREASED
Shares370 from 376
Change-6 (-2%)
Value$31.7K (-$7.2K)
Filed 2026-10-26
Evolution Wealth Management Inc.
INCREASED
Shares353 from 11
Change+342 (+3109%)
Value$30.3K (+$29.1K)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$29.8K (-$6.2K)
Filed 2026-11-03
Elevated Capital Advisors, LLC
DECREASED
Shares341 from 4,145
Change-3,804 (-92%)
Value$29.2K (-$399.6K)
Filed 2026-11-04
J.Safra Asset Management Corp
INCREASED
Shares327 from 294
Change+33 (+11%)
Value$28.0K (-$2.4K)
Filed 2026-11-03
Avion Wealth
INCREASED
Shares325 from 318
Change+7 (+2%)
Value$27 (-$5)
Filed 2026-11-04
MB, Levis & Associates, LLC
INCREASED
Shares323 from 321
Change+2 (+1%)
Value$27.7K (-$5.5K)
Filed 2026-10-16
Hoey Investments, Inc
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$27.7K (-$5.7K)
Filed 2026-10-29
Torren Management, LLC
INCREASED
Shares321 from 320
Change+1 (+0%)
Value$27.5K (-$5.7K)
Filed 2026-10-29
Asset Dedication, LLC
DECREASED
Shares316 from 934
Change-618 (-66%)
Value$27.1K (-$69.5K)
Filed 2026-11-03
Rakuten Securities, Inc.
INCREASED
Shares315 from 28
Change+287 (+1025%)
Value$27.0K (+$24.1K)
Filed 2026-11-02
Coastline Trust Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$25.7K (-$5.3K)
Filed 2026-10-01
Acumen Wealth Advisors, LLC
NEW
Shares299
Change+299
Value$25.6K
Filed 2026-11-05
Olistico Wealth, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$24.9K (-$5.2K)
Filed 2026-10-05
Bank & Trust Co
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$24.4K (-$5.1K)
Filed 2026-10-07
Roxbury Financial LLC
DECREASED
Shares265 from 465
Change-200 (-43%)
Value$22.7K (-$25.4K)
Filed 2026-10-01
Country Trust Bank
INCREASED
Shares255 from 243
Change+12 (+5%)
Value$21.9K (-$3.3K)
Filed 2026-10-30
Fortis Group Advisors, LLC
INCREASED
Shares255 from 250
Change+5 (+2%)
Value$21.9K (-$4.0K)
Filed 2026-11-06
Kennebec Savings Bank
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$21.6K (-$4.5K)
Filed 2026-10-22
Pacific Center for Financial Services
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$21.4K (-$4.4K)
Filed 2026-10-15
Wilkerson Advisory Group LLC
INCREASED
Shares247 from 237
Change+10 (+4%)
Value$21.2K (-$3.4K)
Filed 2026-10-20
Horizon Financial Services, LLC
DECREASED
Shares241 from 248
Change-7 (-3%)
Value$20.7K (-$5.0K)
Filed 2026-11-04
Carolina Wealth Advisors, LLC
NEW
Shares234
Change+234
Value$20.1K
Filed 2026-10-23
Joseph Group Capital Management
DECREASED
Shares234 from 252
Change-18 (-7%)
Value$20.1K (-$6.0K)
Filed 2026-11-04
Bfsg, LLC
NEW
Shares230
Change+230
Value$19.7K
Filed 2026-10-30
Bay Harbor Wealth Management, LLC
INCREASED
Shares229 from 194
Change+35 (+18%)
Value$19.6K (-$446)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares223 from 2,725
Change-2,502 (-92%)
Value$19.1K (-$263.0K)
Filed 2026-10-14
Financial Management Professionals, Inc.
INCREASED
Shares219 from 214
Change+5 (+2%)
Value$18.8K (-$3.4K)
Filed 2026-10-23
Downshift Financial, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$18.7K (-$3.9K)
Filed 2026-10-13
Laurel Wealth Advisors LLC
NEW
Shares205
Change+205
Value$17.6K
Filed 2026-10-27
Syntax Research, Inc.
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$17.4K (-$3.6K)
Filed 2026-11-04
Hughes Financial Services, LLC
DECREASED
Shares201 from 221
Change-20 (-9%)
Value$18.2K (-$4.7K)
Filed 2026-10-30
Chung Wu Investment Group, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.1K (-$3.6K)
Filed 2026-11-03
Montgomery Financial Services LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$17.0K (-$3.5K)
Filed 2026-11-03
Burk Holdings LLC
INCREASED
Shares191 from 150
Change+41 (+27%)
Value$16.4K (+$849)
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares184 from 19,269
Change-19,085 (-99%)
Value$15.8K (-$2.0M)
Filed 2026-10-30
Three Bridge Wealth Advisors, LLC
NEW
Shares183
Change+183
Value$15.7K
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares180 from 71
Change+109 (+154%)
Value$15.4K (+$8.1K)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$15.0K (-$3.1K)
Filed 2026-10-23
Financial Freedom, LLC
NEW
Shares164
Change+164
Value$14.1K
Filed 2026-11-06
Redwood Park Advisors LLC
NEW
Shares161
Change+161
Value$13.8K
Filed 2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$13.5K (-$2.8K)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$13.5K (-$2.7K)
Filed 2026-10-16
Lodestone Wealth Management LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$13.4K (-$2.8K)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$13.0K (-$2.7K)
Filed 2026-10-15
Washington Trust Advisors, Inc.
DECREASED
Shares151 from 170
Change-19 (-11%)
Value$12.9K (-$4.6K)
Filed 2026-10-22
Kelleher Financial Advisors
DECREASED
Shares150 from 372
Change-222 (-60%)
Value$12.9K (-$25.6K)
Filed 2026-10-30
American National Bank & Trust
INCREASED
Shares146 from 70
Change+76 (+109%)
Value$12.5K (+$5.3K)
Filed 2026-10-07
Richardson Financial Services Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$12.0K (-$2.5K)
Filed 2026-10-30
Chilton Capital Management LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$11.6K (-$2.4K)
Filed 2026-10-28
Lynch Investment Planning, LLC
NEW
Shares134
Change+134
Value$11.5K
Filed 2026-10-27
John Boyer, Inc.
NEW
Shares134
Change+134
Value$11.4K
Filed 2026-10-27
PFS Partners, LLC
INCREASED
Shares133 from 31
Change+102 (+329%)
Value$11.4K (+$8.2K)
Filed 2026-10-21
Pittenger & Anderson Inc
NEW
Shares130
Change+130
Value$11.1K
Filed 2026-11-02
High Note Wealth, LLC
INCREASED
Shares125 from 77
Change+48 (+62%)
Value$10.7K (+$2.7K)
Filed 2026-10-27
Miller Wealth Advisors, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$10.7K (-$2.2K)
Filed 2026-11-02
Accordant Advisory Group Inc
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$10.7K (-$2.2K)
Filed 2026-10-29
Reyes Financial Architecture, Inc.
NEW
Shares124
Change+124
Value$10.6K
Filed 2026-10-22
Essential Investment Partners LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$10.3K (-$2.1K)
Filed 2026-10-27
Global Trust Asset Management, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$10.0K (-$2.1K)
Filed 2026-10-19
UMB Private Wealth Management, LLC
NEW
Shares113
Change+113
Value$9.7K
Filed 2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares110 from 8,110
Change-8,000 (-99%)
Value$9.4K (-$9.9K)
Filed 2026-10-14
Collier Financial
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$9.3K (-$1.9K)
Filed 2026-11-06
Lloyd Advisory Services, Llc.
INCREASED
Shares107 from 40
Change+67 (+168%)
Value$9.2K (+$5.1K)
Filed 2026-11-02
Dynamic Wealth Strategies, LLC
DECREASED
Shares105 from 107
Change-2 (-2%)
Value$9.0K (-$2.1K)
Filed 2026-10-16
Putney Financial Group LLC
NEW
Shares104
Change+104
Value$8.9K
Filed 2026-10-30
Nova Financial LLC
NEW
Shares100
Change+100
Value$8.6K
Filed 2026-11-04
Horrell Capital Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.6K (-$1.8K)
Filed 2026-10-08
Richardson Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.6K (-$1.8K)
Filed 2026-10-23
Retirement Wealth Solutions LLC
INCREASED
Shares98 from 45
Change+53 (+118%)
Value$8.4K (+$3.7K)
Filed 2026-10-07
Raleigh Capital Management Inc.
INCREASED
Shares98 from 67
Change+31 (+46%)
Value$8.4K (+$1.5K)
Filed 2026-10-28
Affinity Wealth LLC
NEW
Shares94
Change+94
Value$8.8K
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$7.9K (-$1.6K)
Filed 2026-10-26
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$7.8K (-$1.6K)
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares83 from 75
Change+8 (+11%)
Value$7.1K (-$647)
Filed 2026-10-02
IMG Wealth Management, Inc.
DECREASED
Shares78 from 107
Change-29 (-27%)
Value$6.7K (-$4.4K)
Filed 2026-10-27
Creative Capital Management Investments LLC
INCREASED
Shares77 from 66
Change+11 (+17%)
Value$6.6K (-$230)
Filed 2026-10-28
Hurley Capital, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$6.4K (-$1.3K)
Filed 2026-11-05
Aspect Partners, LLC
INCREASED
Shares72 from 65
Change+7 (+11%)
Value$6.2K (-$554)
Filed 2026-10-20
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$6.0K (-$1.2K)
Filed 2026-10-14
KFG LLC
NEW
Shares69
Change+69
Value$5.9K
Filed 2026-11-02
Clark Wealth Partners
DECREASED
Shares69 from 81
Change-12 (-15%)
Value$5.9K (-$2.5K)
Filed 2026-10-19
Kozak & Associates, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$6.0K (-$940)
Filed 2026-10-29
CrossGen Wealth, LLC
INCREASED
Shares64 from 63
Change+1 (+2%)
Value$5.5K (-$1.1K)
Filed 2026-10-30
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$5.4K (-$1.1K)
Filed 2026-10-30
Gleason Group, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$5.3K (-$1.1K)
Filed 2026-10-15
Sfam, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.1K (-$1.1K)
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares59 from 54
Change+5 (+9%)
Value$5.1K (-$531)
Filed 2026-10-28
DecisionPoint Financial, LLC
INCREASED
Shares57 from 55
Change+2 (+4%)
Value$4.9K (-$908)
Filed 2026-10-27
Nfsg Corp
INCREASED
Shares52 from 50
Change+2 (+4%)
Value$4.5K (-$717)
Filed 2026-10-15
Old Second National Bank of Aurora
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$4.5K (-$923)
Filed 2026-10-22
Newton One Investments LLC
NEW
Shares50
Change+50
Value$4.3K
Filed 2026-10-14
Kings Path Partners LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.3K (-$888)
Filed 2026-10-21
First Premier Bank
NEW
Shares48
Change+48
Value$4
Filed 2026-10-13
Maseco LLP
NEW
Shares44
Change+44
Value$3.8K
Filed 2026-10-27
Fairscale Capital, LLC
INCREASED
Shares44 from 39
Change+5 (+13%)
Value$4.0K (-$35)
Filed 2026-11-04
Albion Financial Group
INCREASED
Shares43 from 17
Change+26 (+153%)
Value$3.7K (+$1.9K)
Filed 2026-10-21
Davis Capital Management
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.3K (-$675)
Filed 2026-10-08
WestEnd Advisors, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.3K (-$675)
Filed 2026-10-27
Fairway Wealth LLC
NEW
Shares35
Change+35
Value$3.0K
Filed 2026-10-30
Gilpin Wealth Management, LLC
INCREASED
Shares34 from 31
Change+3 (+10%)
Value$2.9K (-$293)
Filed 2026-10-09
Miller Global Investments, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.9K (-$604)
Filed 2026-10-02
Quaker Wealth Management, LLC
INCREASED
Shares33 from 32
Change+1 (+3%)
Value$2.8K (-$483)
Filed 2026-10-22
Sunrise Financial Services, LLC
DECREASED
Shares32 from 35
Change-3 (-9%)
Value$2.7K (-$879)
Filed 2026-10-21
POM Investment Strategies, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.5K (-$515)
Filed 2026-10-20
PayPay Securities Corp
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.4K (-$498)
Filed 2026-10-27
Bernzott Capital Advisors
NEW
Shares26
Change+26
Value$2.2K
Filed 2026-10-29
Key Capital Management, Inc
DECREASED
Shares26 from 45
Change-19 (-42%)
Value$2.2K (-$2.4K)
Filed 2026-11-03
Marquette Asset Management, LLC
DECREASED
Shares23 from 90
Change-67 (-74%)
Value$2.0K (-$7.3K)
Filed 2026-10-09
Tradewinds Capital Management, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.0K (-$409)
Filed 2026-10-23
Mosley Wealth Management
INCREASED
Shares21 from 9
Change+12 (+133%)
Value$1.9K (+$1.0K)
Filed 2026-10-16
Breakwater Investment Management
INCREASED
Shares18 from 8
Change+10 (+125%)
Value$1.5K (+$715)
Filed 2026-10-20
Portfolio Resources Advisor Group, Inc.
NEW
Shares17
Change+17
Value$1.5K
Filed 2026-10-20
Hara Capital LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.2K (-$248)
Filed 2026-10-30
Bare Financial Services, Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (-$231)
Filed 2026-11-04
Navigoe, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Ashurst Perkins Coie Trust Co
NEW
Shares12
Change+12
Value$1.0K
Filed 2026-10-15
Align Financial, LLC
NEW
Shares12
Change+12
Value$1.0K
Filed 2026-10-16
NorthAvenue LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.0K (-$213)
Filed 2026-10-29
Ulland Investment Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1 ($0)
Filed 2026-10-13
Phillip James Consulting Co.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$943 (-$195)
Filed 2026-11-03
Noble Wealth Management PBC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$686 (-$142)
Filed 2026-10-01
CKW Financial Group
DECREASED
Shares6 from 15
Change-9 (-60%)
Value$1 (-$1)
Filed 2026-10-29
Godsey & Gibb, Inc
NEW
Shares5
Change+5
Value$429
Filed 2026-10-14
Birchwood Financial Partners, Inc.
NEW
Shares5
Change+5
Value$428
Filed 2026-11-02
Fairman Group, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$428 (-$89)
Filed 2026-10-26
StrongBox Wealth, LLC
NEW
Shares4
Change+4
Value$343
Filed 2026-11-02
Bear Mountain Capital, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$277 (-$42)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$209 (-$2)
Filed 2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$171 (-$36)
Filed 2026-10-16
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$172 (-$35)
Filed 2026-10-15
Illumine Investment Management, LLC
NEW
Shares0
Change0
Value$641.4K
Filed 2026-10-22
Patton Fund Management, Inc.
CLOSED
Shares0 from 47,156
Change-47,156 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-13
Laurion Capital Management LP
CLOSED
Shares0 from 39,223
Change-39,223 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-30
Orca Investment Management, LLC
CLOSED
Shares0 from 34,836
Change-34,836 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-29
Daytona Street Capital LLC
CLOSED
Shares0 from 33,292
Change-33,292 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-15
Bochk Asset Management Ltd
CLOSED
Shares0 from 31,830
Change-31,830 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-29
Sivik Global Healthcare LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-13
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 19,500
Change-19,500 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-04
AGP Franklin, LLC
CLOSED
Shares0 from 11,972
Change-11,972 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-04
Strategy Asset Managers LLC
CLOSED
Shares0 from 8,904
Change-8,904 (-100%)
Value$0 (-$921.1K)
Filed 2026-10-14
Insight Inv LLC
CLOSED
Shares0 from 8,115
Change-8,115 (-100%)
Value$0 (-$839.5K)
Filed 2026-10-27
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 7,941
Change-7,941 (-100%)
Value$0 (-$821.5K)
Filed 2026-10-16
Ashton Thomas Securities, LLC
CLOSED
Shares0 from 7,412
Change-7,412 (-100%)
Value$0 (-$758.8K)
Filed 2026-10-26
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 5,938
Change-5,938 (-100%)
Value$0 (-$614.3K)
Filed 2026-10-26
Auto-Owners Insurance Co
CLOSED
Shares0 from 5,811
Change-5,811 (-100%)
Value$0 (-$601.1K)
Filed 2026-10-15
TCV Trust & Wealth Management, Inc.
CLOSED
Shares0 from 5,775
Change-5,775 (-100%)
Value$0 (-$597.4K)
Filed 2026-10-16
Asahi Life Asset Management Co., Ltd.
CLOSED
Shares0 from 5,630
Change-5,630 (-100%)
Value$0 (-$582.4K)
Filed 2026-11-06
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 4,967
Change-4,967 (-100%)
Value$0 (-$513.8K)
Filed 2026-11-06
Center for Wealth Management Advisory
CLOSED
Shares0 from 3,893
Change-3,893 (-100%)
Value$0 (-$402.8K)
Filed 2026-10-23
One Wealth Capital Management, LLC
CLOSED
Shares0 from 3,677
Change-3,677 (-100%)
Value$0 (-$380.4K)
Filed 2026-10-23
Johnson Financial Group, LLC
CLOSED
Shares0 from 3,507
Change-3,507 (-100%)
Value$0 (-$362.8K)
Filed 2026-11-03
Wincap Financial LLC
CLOSED
Shares0 from 3,291
Change-3,291 (-100%)
Value$0 (-$340.5K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 3,070
Change-3,070 (-100%)
Value$0 (-$317.6K)
Filed 2026-10-28
Matisse Capital
CLOSED
Shares0 from 2,990
Change-2,990 (-100%)
Value$0 (-$309.3K)
Filed 2026-10-29
Sigma Investment Counselors Inc
CLOSED
Shares0 from 2,972
Change-2,972 (-100%)
Value$0 (-$307.5K)
Filed 2026-10-27
Sepio Capital, LP
CLOSED
Shares0 from 2,944
Change-2,944 (-100%)
Value$0 (-$304.6K)
Filed 2026-10-22
FDx Advisors, Inc.
CLOSED
Shares0 from 2,902
Change-2,902 (-100%)
Value$0 (-$300.0K)
Filed 2026-11-05
Kanawha Capital Management LLC
CLOSED
Shares0 from 2,731
Change-2,731 (-100%)
Value$0 (-$282.5K)
Filed 2026-10-19
TritonPoint Partners, LLC
CLOSED
Shares0 from 2,723
Change-2,723 (-100%)
Value$0 (-$281.7K)
Filed 2026-11-05
Long Island Wealth Management, Inc.
CLOSED
Shares0 from 2,688
Change-2,688 (-100%)
Value$0 (-$278.1K)
Filed 2026-10-20
WBH Advisory Inc
CLOSED
Shares0 from 2,654
Change-2,654 (-100%)
Value$0 (-$274.6K)
Filed 2026-11-05
3Chopt Investment Partners, LLC
CLOSED
Shares0 from 2,652
Change-2,652 (-100%)
Value$0 (-$274.3K)
Filed 2026-10-30
Balefire, LLC
CLOSED
Shares0 from 2,585
Change-2,585 (-100%)
Value$0 (-$267.4K)
Filed 2026-10-09
Chiron Capital Management, LLC
CLOSED
Shares0 from 2,579
Change-2,579 (-100%)
Value$0 (-$266.8K)
Filed 2026-10-15
Post Resch Tallon Group Inc.
CLOSED
Shares0 from 2,540
Change-2,540 (-100%)
Value$0 (-$262.8K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 2,498
Change-2,498 (-100%)
Value$0 (-$258.4K)
Filed 2026-10-13
Quilter Plc
CLOSED
Shares0 from 2,470
Change-2,470 (-100%)
Value$0 (-$255.5K)
Filed 2026-10-21
Arcadia Wealth Management, LLC
CLOSED
Shares0 from 2,451
Change-2,451 (-100%)
Value$0 (-$253.6K)
Filed 2026-10-22
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 2,414
Change-2,414 (-100%)
Value$0 (-$249.7K)
Filed 2026-10-23
Canopy Partners, LLC
CLOSED
Shares0 from 2,372
Change-2,372 (-100%)
Value$0 (-$245.4K)
Filed 2026-10-28
Tempus Wealth Planning, LLC
CLOSED
Shares0 from 2,367
Change-2,367 (-100%)
Value$0 (-$244.9K)
Filed 2026-10-14
Mendel Money Management
CLOSED
Shares0 from 2,357
Change-2,357 (-100%)
Value$0 (-$243.8K)
Filed 2026-11-02
Spartan Planning & Wealth Management
CLOSED
Shares0 from 2,344
Change-2,344 (-100%)
Value$0 (-$242.5K)
Filed 2026-10-13
Klingman & Associates, LLC
CLOSED
Shares0 from 2,331
Change-2,331 (-100%)
Value$0 (-$241.1K)
Filed 2026-10-20
Liberty Capital Management, Inc.
CLOSED
Shares0 from 2,328
Change-2,328 (-100%)
Value$0 (-$240.8K)
Filed 2026-11-02
Beacon Financial Advisory LLC
CLOSED
Shares0 from 2,321
Change-2,321 (-100%)
Value$0 (-$240.1K)
Filed 2026-10-16
First Business Financial Services, Inc.
CLOSED
Shares0 from 2,312
Change-2,312 (-100%)
Value$0 (-$239.2K)
Filed 2026-10-29
Nicholas Hoffman & Company, Llc.
CLOSED
Shares0 from 2,301
Change-2,301 (-100%)
Value$0 (-$238.0K)
Filed 2026-10-30
Silvia Mccoll Wealth Management, LLC
CLOSED
Shares0 from 2,300
Change-2,300 (-100%)
Value$0 (-$237.9K)
Filed 2026-10-07
Strategic Blueprint, LLC
CLOSED
Shares0 from 2,299
Change-2,299 (-100%)
Value$0 (-$237.8K)
Filed 2026-10-22
180 Wealth Advisors, LLC
CLOSED
Shares0 from 2,282
Change-2,282 (-100%)
Value$0 (-$236.1K)
Filed 2026-11-03
Relyea Zuckerberg Hanson LLC
CLOSED
Shares0 from 2,274
Change-2,274 (-100%)
Value$0 (-$235.2K)
Filed 2026-10-20
Rare Wolf Capital LLC
CLOSED
Shares0 from 2,264
Change-2,264 (-100%)
Value$0 (-$234.2K)
Filed 2026-10-20
KPP Advisory Services LLC
CLOSED
Shares0 from 2,229
Change-2,229 (-100%)
Value$0 (-$230.6K)
Filed 2026-10-26
Sheets Smith Wealth Management
CLOSED
Shares0 from 2,214
Change-2,214 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-16
Bedel Financial Consulting, Inc.
CLOSED
Shares0 from 2,209
Change-2,209 (-100%)
Value$0 (-$228.5K)
Filed 2026-11-06
Seven Mile Advisory
CLOSED
Shares0 from 2,206
Change-2,206 (-100%)
Value$0 (-$228.2K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,206
Change-2,206 (-100%)
Value$0 (-$228.2K)
Filed 2026-11-06
WealthCare Investment Partners, LLC
CLOSED
Shares0 from 2,201
Change-2,201 (-100%)
Value$0 (-$227.7K)
Filed 2026-11-05
Hengehold Capital Management LLC
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-16
USAdvisors Wealth Management, LLC
CLOSED
Shares0 from 2,198
Change-2,198 (-100%)
Value$0 (-$227.0K)
Filed 2026-10-21
NTV Asset Management LLC
CLOSED
Shares0 from 2,187
Change-2,187 (-100%)
Value$0 (-$226.2K)
Filed 2026-10-23
Stockman Wealth Management, Inc.
CLOSED
Shares0 from 2,185
Change-2,185 (-100%)
Value$0 (-$226.0K)
Filed 2026-10-27
Certified Advisory Corp
CLOSED
Shares0 from 2,175
Change-2,175 (-100%)
Value$0 (-$225.0K)
Filed 2026-10-29
Aries Wealth Management
CLOSED
Shares0 from 2,170
Change-2,170 (-100%)
Value$0 (-$224.5K)
Filed 2026-10-23
Ullmann Wealth Partners Group, LLC
CLOSED
Shares0 from 2,162
Change-2,162 (-100%)
Value$0 (-$223.6K)
Filed 2026-11-02
Elco Management Co., LLC
CLOSED
Shares0 from 2,149
Change-2,149 (-100%)
Value$0 (-$222.3K)
Filed 2026-10-14
Jeppson Wealth Management, LLC
CLOSED
Shares0 from 2,144
Change-2,144 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-20
Plancorp, LLC
CLOSED
Shares0 from 2,138
Change-2,138 (-100%)
Value$0 (-$226.5K)
Filed 2026-11-03
Riversedge Advisors, LLC
CLOSED
Shares0 from 2,120
Change-2,120 (-100%)
Value$0 (-$219.3K)
Filed 2026-10-09
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 2,112
Change-2,112 (-100%)
Value$0 (-$218.5K)
Filed 2026-10-30
Forum Financial Management, LP
CLOSED
Shares0 from 2,074
Change-2,074 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-16
Summit Financial Strategies, Inc.
CLOSED
Shares0 from 2,057
Change-2,057 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-14
Yoffe Investment Management, LLC
CLOSED
Shares0 from 2,057
Change-2,057 (-100%)
Value$0 (-$212.8K)
Filed 2026-11-02
Altfest L J & Co Inc
CLOSED
Shares0 from 2,056
Change-2,056 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-27
Taylor Financial Group, Inc.
CLOSED
Shares0 from 2,034
Change-2,034 (-100%)
Value$0 (-$210.4K)
Filed 2026-11-02
Lynx Investment Advisory
CLOSED
Shares0 from 2,033
Change-2,033 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-27
Verum Partners LLC
CLOSED
Shares0 from 2,023
Change-2,023 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-21
Balboa Wealth Partners
CLOSED
Shares0 from 2,018
Change-2,018 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-20
Valmark Advisers, Inc.
CLOSED
Shares0 from 2,014
Change-2,014 (-100%)
Value$0 (-$208.3K)
Filed 2026-11-06
Mayfair Advisory Group, LLC
CLOSED
Shares0 from 2,009
Change-2,009 (-100%)
Value$0 (-$216.5K)
Filed 2026-10-20
Walker Asset Management, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-13
Cherokee Insurance Co
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$206.9K)
Filed 2026-11-05
Focused Wealth Management, Inc
CLOSED
Shares0 from 1,999
Change-1,999 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-30
Chesley Taft & Associates LLC
CLOSED
Shares0 from 1,989
Change-1,989 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-13
QTR Family Wealth, LLC
CLOSED
Shares0 from 1,985
Change-1,985 (-100%)
Value$0 (-$205.3K)
Filed 2026-11-02
Old Port Advisors
CLOSED
Shares0 from 1,983
Change-1,983 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-23
Essential Planning, Llc.
CLOSED
Shares0 from 1,969
Change-1,969 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-21
Howard Financial Services, Ltd.
CLOSED
Shares0 from 1,967
Change-1,967 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-15
TMB Capital Partners, LLC
CLOSED
Shares0 from 1,963
Change-1,963 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-20
Willow Creek Wealth Management Inc.
CLOSED
Shares0 from 1,962
Change-1,962 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-26
Welch Group, LLC
CLOSED
Shares0 from 1,956
Change-1,956 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-29
Pacific Sage Partners, LLC
CLOSED
Shares0 from 1,951
Change-1,951 (-100%)
Value$0 (-$201.8K)
Filed 2026-10-21
Enterprise Financial Services Corp
CLOSED
Shares0 from 1,944
Change-1,944 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-03
Barings LLC
CLOSED
Shares0 from 1,934
Change-1,934 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-22
AlphaCentric Advisors LLC
CLOSED
Shares0 from 1,705
Change-1,705 (-100%)
Value$0 (-$176.4K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1,158
Change-1,158 (-100%)
Value$0 (-$119.8K)
Filed 2026-10-26
Obsidian CIO, LLC
CLOSED
Shares0 from 1,112
Change-1,112 (-100%)
Value$0 (-$115.0K)
Filed 2026-11-05
Birch Capital Management, LLC
CLOSED
Shares0 from 789
Change-789 (-100%)
Value$0 (-$81.6K)
Filed 2026-10-27
Gill Capital Partners, LLC
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$59.2K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 499
Change-499 (-100%)
Value$0 (-$53.9K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 440
Change-440 (-100%)
Value$0 (-$45.5K)
Filed 2026-10-23
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$42.0K)
Filed 2026-11-05
BankPlus Trust Department
CLOSED
Shares0 from 346
Change-346 (-100%)
Value$0 (-$35.8K)
Filed 2026-11-06
Founders Capital Management
CLOSED
Shares0 from 237
Change-237 (-100%)
Value$0 (-$24.5K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$20.7K)
Filed 2026-10-15
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$14.5K)
Filed 2026-11-03
Evermay Wealth Management LLC
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$14.1K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-20
NBH Bank
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$7.6K)
Filed 2026-11-05
Atlatl Advisers LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-22
United Financial Planning Group LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-04
Sims Investment Management, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-29
Cranbrook Wealth Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$250)
Filed 2026-10-28
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 123,223,409
Change-123,223,409 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 83,315,369
Change-83,315,369 (-100%)
Value—
Capital World Investors
N/A
Shares— from 74,951,955
Change-74,951,955 (-100%)
Value—
State Street Corp
N/A
Shares— from 60,283,408
Change-60,283,408 (-100%)
Value—
Dodge & COX
N/A
Shares— from 50,012,765
Change-50,012,765 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 33,801,113
Change-33,801,113 (-100%)
Value—
FMR LLC
N/A
Shares— from 28,920,617
Change-28,920,617 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 26,637,259
Change-26,637,259 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 24,329,151
Change-24,329,151 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 24,203,884
Change-24,203,884 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 23,188,670
Change-23,188,670 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,112,970
Change-22,112,970 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 20,595,431
Change-20,595,431 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 18,606,028
Change-18,606,028 (-100%)
Value—
Norges Bank
N/A
Shares— from 18,038,922
Change-18,038,922 (-100%)
Value—
Capital International Investors
N/A
Shares— from 15,387,600
Change-15,387,600 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 13,411,807
Change-13,411,807 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 13,259,314
Change-13,259,314 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 11,865,916
Change-11,865,916 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 11,471,830
Change-11,471,830 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 9,985,330
Change-9,985,330 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 9,172,999
Change-9,172,999 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 8,536,952
Change-8,536,952 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,511,113
Change-8,511,113 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 7,955,411
Change-7,955,411 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,943,034
Change-7,943,034 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,684,996
Change-7,684,996 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 7,165,229
Change-7,165,229 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,265,836
Change-5,265,836 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,261,161
Change-5,261,161 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 5,069,263
Change-5,069,263 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 4,942,871
Change-4,942,871 (-100%)
Value—
Glenview Capital Management, LLC
N/A
Shares— from 4,824,799
Change-4,824,799 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,812,530
Change-4,812,530 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,348,680
Change-4,348,680 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 3,781,975
Change-3,781,975 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,682,178
Change-3,682,178 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,677,824
Change-3,677,824 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 3,663,361
Change-3,663,361 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 3,588,160
Change-3,588,160 (-100%)
Value—
National Pension Service
N/A
Shares— from 3,404,216
Change-3,404,216 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,233,000
Change-3,233,000 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 3,001,684
Change-3,001,684 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,902,944
Change-2,902,944 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,857,210
Change-2,857,210 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,856,427
Change-2,856,427 (-100%)
Value—
Fairfax Financial Holdings LTD/ CAN
N/A
Shares— from 2,712,000
Change-2,712,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,530,197
Change-2,530,197 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,467,438
Change-2,467,438 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,411,937
Change-2,411,937 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 2,385,490
Change-2,385,490 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,385,158
Change-2,385,158 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 2,366,148
Change-2,366,148 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 2,260,802
Change-2,260,802 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,229,244
Change-2,229,244 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,164,833
Change-2,164,833 (-100%)
Value—
Boston Partners
N/A
Shares— from 2,033,583
Change-2,033,583 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 1,991,853
Change-1,991,853 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,984,475
Change-1,984,475 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,980,182
Change-1,980,182 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,961,032
Change-1,961,032 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,944,296
Change-1,944,296 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,868,733
Change-1,868,733 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,848,282
Change-1,848,282 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,791,866
Change-1,791,866 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,695,474
Change-1,695,474 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,685,440
Change-1,685,440 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 1,674,319
Change-1,674,319 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,639,209
Change-1,639,209 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,512,907
Change-1,512,907 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,451,882
Change-1,451,882 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,413,990
Change-1,413,990 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,390,052
Change-1,390,052 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 1,385,308
Change-1,385,308 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,382,037
Change-1,382,037 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,315,859
Change-1,315,859 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,287,441
Change-1,287,441 (-100%)
Value—
Patient Capital Management, LLC
N/A
Shares— from 1,235,505
Change-1,235,505 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,212,248
Change-1,212,248 (-100%)
Value—
Maple Rock Capital Partners Inc.
N/A
Shares— from 1,197,996
Change-1,197,996 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,177,479
Change-1,177,479 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,169,603
Change-1,169,603 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,147,850
Change-1,147,850 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,136,485
Change-1,136,485 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,132,666
Change-1,132,666 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,106,134
Change-1,106,134 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,105,471
Change-1,105,471 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,100,750
Change-1,100,750 (-100%)
Value—
Integral Health Asset Management, LLC
N/A
Shares— from 1,100,000
Change-1,100,000 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 1,089,694
Change-1,089,694 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,083,859
Change-1,083,859 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,080,336
Change-1,080,336 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,078,595
Change-1,078,595 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,077,763
Change-1,077,763 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 1,038,066
Change-1,038,066 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,003,295
Change-1,003,295 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 995,193
Change-995,193 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 970,080
Change-970,080 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 947,270
Change-947,270 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 943,358
Change-943,358 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 942,869
Change-942,869 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 921,886
Change-921,886 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 890,499
Change-890,499 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 888,455
Change-888,455 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 813,936
Change-813,936 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 803,855
Change-803,855 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 786,549
Change-786,549 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 781,985
Change-781,985 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 758,947
Change-758,947 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 736,120
Change-736,120 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 733,126
Change-733,126 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 730,110
Change-730,110 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 717,903
Change-717,903 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 710,358
Change-710,358 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 663,364
Change-663,364 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 660,520
Change-660,520 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 659,373
Change-659,373 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 658,877
Change-658,877 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 656,806
Change-656,806 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 650,093
Change-650,093 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 630,928
Change-630,928 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 606,503
Change-606,503 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 596,921
Change-596,921 (-100%)
Value—
Long Focus Capital Management, LLC
N/A
Shares— from 586,000
Change-586,000 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 571,699
Change-571,699 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 571,161
Change-571,161 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 566,624
Change-566,624 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 565,489
Change-565,489 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 546,701
Change-546,701 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 545,752
Change-545,752 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 541,115
Change-541,115 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 529,470
Change-529,470 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 522,043
Change-522,043 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 517,162
Change-517,162 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 513,721
Change-513,721 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 511,945
Change-511,945 (-100%)
Value—
SRB Corp
N/A
Shares— from 506,016
Change-506,016 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 500,910
Change-500,910 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 478,271
Change-478,271 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 475,762
Change-475,762 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 474,104
Change-474,104 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 464,885
Change-464,885 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 441,016
Change-441,016 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 440,972
Change-440,972 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 435,705
Change-435,705 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 435,153
Change-435,153 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 432,993
Change-432,993 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 421,822
Change-421,822 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 411,407
Change-411,407 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 405,545
Change-405,545 (-100%)
Value—
ING Groep NV
N/A
Shares— from 396,489
Change-396,489 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 393,771
Change-393,771 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 392,564
Change-392,564 (-100%)
Value—
Parkman Healthcare Partners LLC
N/A
Shares— from 391,791
Change-391,791 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 371,945
Change-371,945 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 371,576
Change-371,576 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 370,000
Change-370,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 360,179
Change-360,179 (-100%)
Value—
Kiltearn Partners LLP
N/A
Shares— from 345,471
Change-345,471 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 340,755
Change-340,755 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 335,817
Change-335,817 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 325,000
Change-325,000 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 324,060
Change-324,060 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 322,917
Change-322,917 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 315,331
Change-315,331 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 311,269
Change-311,269 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 303,328
Change-303,328 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 301,191
Change-301,191 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 292,024
Change-292,024 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 288,689
Change-288,689 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 286,077
Change-286,077 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 285,129
Change-285,129 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 283,709
Change-283,709 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 283,446
Change-283,446 (-100%)
Value—
Rhenman & Partners Asset Management AB
N/A
Shares— from 279,374
Change-279,374 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 275,299
Change-275,299 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 270,721
Change-270,721 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 268,386
Change-268,386 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 265,104
Change-265,104 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 264,455
Change-264,455 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 261,756
Change-261,756 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 254,322
Change-254,322 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 254,250
Change-254,250 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 253,852
Change-253,852 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 237,679
Change-237,679 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 235,491
Change-235,491 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 228,956
Change-228,956 (-100%)
Value—
Man Group plc
N/A
Shares— from 226,395
Change-226,395 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 226,203
Change-226,203 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 226,036
Change-226,036 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 223,565
Change-223,565 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 213,373
Change-213,373 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 204,600
Change-204,600 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 194,866
Change-194,866 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 193,784
Change-193,784 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 192,158
Change-192,158 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 191,531
Change-191,531 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 190,893
Change-190,893 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 190,044
Change-190,044 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 187,558
Change-187,558 (-100%)
Value—
Watchtower Advisors, LP
N/A
Shares— from 182,357
Change-182,357 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 182,038
Change-182,038 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 181,430
Change-181,430 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 181,276
Change-181,276 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 180,143
Change-180,143 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 175,933
Change-175,933 (-100%)
Value—
FIL Ltd
N/A
Shares— from 175,645
Change-175,645 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 172,752
Change-172,752 (-100%)
Value—
&partners
N/A
Shares— from 170,584
Change-170,584 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 169,366
Change-169,366 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 165,796
Change-165,796 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 165,030
Change-165,030 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 164,995
Change-164,995 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 164,882
Change-164,882 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 163,902
Change-163,902 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 163,437
Change-163,437 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 159,641
Change-159,641 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 158,028
Change-158,028 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 156,666
Change-156,666 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 156,347
Change-156,347 (-100%)
Value—
Sector Gamma AS
N/A
Shares— from 155,337
Change-155,337 (-100%)
Value—
Mirova
N/A
Shares— from 154,532
Change-154,532 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 153,917
Change-153,917 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 151,163
Change-151,163 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 150,782
Change-150,782 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 149,676
Change-149,676 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 149,301
Change-149,301 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 149,100
Change-149,100 (-100%)
Value—
Colrain Capital LLC
N/A
Shares— from 148,962
Change-148,962 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 147,903
Change-147,903 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 147,415
Change-147,415 (-100%)
Value—
Atle Fund Management AB
N/A
Shares— from 146,102
Change-146,102 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 145,635
Change-145,635 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 141,660
Change-141,660 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 140,449
Change-140,449 (-100%)
Value—
Allianz SE
N/A
Shares— from 139,919
Change-139,919 (-100%)
Value—
PFM Health Sciences, LP
N/A
Shares— from 137,457
Change-137,457 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 135,609
Change-135,609 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 130,135
Change-130,135 (-100%)
Value—
Permit Capital, LLC
N/A
Shares— from 125,500
Change-125,500 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 120,742
Change-120,742 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 120,524
Change-120,524 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 119,356
Change-119,356 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 118,914
Change-118,914 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 113,541
Change-113,541 (-100%)
Value—
Blair William & Co
N/A
Shares— from 112,837
Change-112,837 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 110,374
Change-110,374 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 110,269
Change-110,269 (-100%)
Value—
Prudential PLC
N/A
Shares— from 106,212
Change-106,212 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 105,938
Change-105,938 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 102,883
Change-102,883 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 101,852
Change-101,852 (-100%)
Value—
Allstate Corp
N/A
Shares— from 100,633
Change-100,633 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 99,891
Change-99,891 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 98,981
Change-98,981 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 98,581
Change-98,581 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 97,471
Change-97,471 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 97,387
Change-97,387 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 97,303
Change-97,303 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 96,385
Change-96,385 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 95,580
Change-95,580 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 95,039
Change-95,039 (-100%)
Value—
Calydon Capital
N/A
Shares— from 94,666
Change-94,666 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 94,302
Change-94,302 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 94,286
Change-94,286 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 94,235
Change-94,235 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 94,160
Change-94,160 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 93,867
Change-93,867 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 93,718
Change-93,718 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 90,642
Change-90,642 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 90,383
Change-90,383 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 88,558
Change-88,558 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 84,500
Change-84,500 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 82,314
Change-82,314 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 81,861
Change-81,861 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 81,606
Change-81,606 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 79,378
Change-79,378 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 79,069
Change-79,069 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 78,640
Change-78,640 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 77,309
Change-77,309 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 77,181
Change-77,181 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 76,210
Change-76,210 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 74,907
Change-74,907 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 74,542
Change-74,542 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 74,423
Change-74,423 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 74,312
Change-74,312 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 73,240
Change-73,240 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 72,621
Change-72,621 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 72,108
Change-72,108 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 71,898
Change-71,898 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 69,219
Change-69,219 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 68,686
Change-68,686 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 67,649
Change-67,649 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 67,459
Change-67,459 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 63,399
Change-63,399 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 63,123
Change-63,123 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 62,059
Change-62,059 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 61,803
Change-61,803 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 61,346
Change-61,346 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 61,030
Change-61,030 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 60,741
Change-60,741 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 60,398
Change-60,398 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 59,879
Change-59,879 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 58,154
Change-58,154 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 57,993
Change-57,993 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 57,423
Change-57,423 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 55,759
Change-55,759 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 55,475
Change-55,475 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 55,105
Change-55,105 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 54,289
Change-54,289 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 53,764
Change-53,764 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 53,454
Change-53,454 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 53,065
Change-53,065 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 51,694
Change-51,694 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 51,338
Change-51,338 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 50,980
Change-50,980 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 50,850
Change-50,850 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 50,408
Change-50,408 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 50,024
Change-50,024 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 50,015
Change-50,015 (-100%)
Value—
BNP Paribas
N/A
Shares— from 49,971
Change-49,971 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 49,940
Change-49,940 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 49,928
Change-49,928 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 49,158
Change-49,158 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 48,550
Change-48,550 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 48,096
Change-48,096 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 48,048
Change-48,048 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 48,048
Change-48,048 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 47,408
Change-47,408 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 47,098
Change-47,098 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 46,647
Change-46,647 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 46,538
Change-46,538 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 46,416
Change-46,416 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 45,562
Change-45,562 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 45,247
Change-45,247 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 43,998
Change-43,998 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 43,446
Change-43,446 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 43,313
Change-43,313 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 42,600
Change-42,600 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 41,873
Change-41,873 (-100%)
Value—
Commerce Bank
N/A
Shares— from 41,815
Change-41,815 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 41,597
Change-41,597 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 40,909
Change-40,909 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Rock Springs Capital Management LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Solel Partners LP
N/A
Shares— from 39,400
Change-39,400 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 39,270
Change-39,270 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 39,226
Change-39,226 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 39,055
Change-39,055 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 38,429
Change-38,429 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 37,582
Change-37,582 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 36,868
Change-36,868 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 36,500
Change-36,500 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 36,168
Change-36,168 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 36,029
Change-36,029 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 35,732
Change-35,732 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 34,569
Change-34,569 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 34,261
Change-34,261 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 34,116
Change-34,116 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 33,855
Change-33,855 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 33,778
Change-33,778 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 33,514
Change-33,514 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 33,386
Change-33,386 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 32,841
Change-32,841 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 32,812
Change-32,812 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 32,608
Change-32,608 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 32,453
Change-32,453 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 32,388
Change-32,388 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 32,372
Change-32,372 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 31,903
Change-31,903 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 31,681
Change-31,681 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 30,612
Change-30,612 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 30,567
Change-30,567 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 30,493
Change-30,493 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 30,470
Change-30,470 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 30,438
Change-30,438 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 30,177
Change-30,177 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 29,917
Change-29,917 (-100%)
Value—
Stephens Inc
N/A
Shares— from 29,092
Change-29,092 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 29,025
Change-29,025 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 28,890
Change-28,890 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 28,809
Change-28,809 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 28,685
Change-28,685 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 28,183
Change-28,183 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 28,067
Change-28,067 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 27,314
Change-27,314 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 27,309
Change-27,309 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 27,243
Change-27,243 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 27,185
Change-27,185 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 26,995
Change-26,995 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 26,479
Change-26,479 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 26,426
Change-26,426 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 26,216
Change-26,216 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 25,873
Change-25,873 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 25,089
Change-25,089 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 24,886
Change-24,886 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 24,245
Change-24,245 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 23,851
Change-23,851 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 23,845
Change-23,845 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 23,774
Change-23,774 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 23,631
Change-23,631 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 23,465
Change-23,465 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 22,696
Change-22,696 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 22,387
Change-22,387 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 22,322
Change-22,322 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 22,276
Change-22,276 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 21,781
Change-21,781 (-100%)
Value—
Ossiam
N/A
Shares— from 21,676
Change-21,676 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 21,269
Change-21,269 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 20,936
Change-20,936 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 20,511
Change-20,511 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 20,051
Change-20,051 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 19,811
Change-19,811 (-100%)
Value—
Kennondale Capital Management LLC
N/A
Shares— from 19,787
Change-19,787 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 19,714
Change-19,714 (-100%)
Value—
S&T Bank
N/A
Shares— from 19,471
Change-19,471 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 19,373
Change-19,373 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 19,205
Change-19,205 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 19,016
Change-19,016 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 18,965
Change-18,965 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 18,119
Change-18,119 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 18,059
Change-18,059 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 17,772
Change-17,772 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 17,720
Change-17,720 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 17,716
Change-17,716 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 17,711
Change-17,711 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 17,568
Change-17,568 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 17,494
Change-17,494 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 17,468
Change-17,468 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 17,414
Change-17,414 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,203
Change-17,203 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 17,035
Change-17,035 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 16,998
Change-16,998 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,931
Change-16,931 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 16,590
Change-16,590 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 16,529
Change-16,529 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 16,052
Change-16,052 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 15,873
Change-15,873 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 15,805
Change-15,805 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 15,151
Change-15,151 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 15,126
Change-15,126 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 15,081
Change-15,081 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 14,914
Change-14,914 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 14,887
Change-14,887 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 14,763
Change-14,763 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 14,687
Change-14,687 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 14,604
Change-14,604 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 14,594
Change-14,594 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 14,593
Change-14,593 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 14,465
Change-14,465 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 14,176
Change-14,176 (-100%)
Value—
Mork Capital Management, LLC
N/A
Shares— from 13,960
Change-13,960 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 13,895
Change-13,895 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 13,733
Change-13,733 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 13,729
Change-13,729 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,346
Change-13,346 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 13,308
Change-13,308 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 13,179
Change-13,179 (-100%)
Value—
Sectoral Asset Management Inc
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,818
Change-12,818 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 12,817
Change-12,817 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 12,662
Change-12,662 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,627
Change-12,627 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 12,599
Change-12,599 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 12,503
Change-12,503 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 12,482
Change-12,482 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 12,441
Change-12,441 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 12,282
Change-12,282 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 12,256
Change-12,256 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 12,250
Change-12,250 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 12,171
Change-12,171 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 12,061
Change-12,061 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 11,862
Change-11,862 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 11,756
Change-11,756 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 11,692
Change-11,692 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 11,640
Change-11,640 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 11,616
Change-11,616 (-100%)
Value—
Simmons Bank
N/A
Shares— from 11,614
Change-11,614 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 11,529
Change-11,529 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 11,471
Change-11,471 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 11,407
Change-11,407 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 11,271
Change-11,271 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 11,210
Change-11,210 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 11,148
Change-11,148 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 11,146
Change-11,146 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 11,025
Change-11,025 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,010
Change-11,010 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 10,997
Change-10,997 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 10,936
Change-10,936 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,910
Change-10,910 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,885
Change-10,885 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 10,777
Change-10,777 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,412
Change-10,412 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 10,378
Change-10,378 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 10,174
Change-10,174 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,161
Change-10,161 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 10,072
Change-10,072 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 10,003
Change-10,003 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 9,910
Change-9,910 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 9,789
Change-9,789 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 9,627
Change-9,627 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 9,613
Change-9,613 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,601
Change-9,601 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,591
Change-9,591 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,580
Change-9,580 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 9,543
Change-9,543 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 9,301
Change-9,301 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 9,153
Change-9,153 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 9,139
Change-9,139 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 9,128
Change-9,128 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 9,080
Change-9,080 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 9,023
Change-9,023 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,995
Change-8,995 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 8,845
Change-8,845 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,835
Change-8,835 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 8,692
Change-8,692 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 8,478
Change-8,478 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,446
Change-8,446 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 8,348
Change-8,348 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 8,329
Change-8,329 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 8,311
Change-8,311 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 8,141
Change-8,141 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 8,123
Change-8,123 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 8,123
Change-8,123 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 8,022
Change-8,022 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 8,011
Change-8,011 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 7,919
Change-7,919 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 7,867
Change-7,867 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 7,825
Change-7,825 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 7,740
Change-7,740 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 7,569
Change-7,569 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,478
Change-7,478 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,477
Change-7,477 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 7,416
Change-7,416 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 7,379
Change-7,379 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,379
Change-7,379 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 7,360
Change-7,360 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 7,317
Change-7,317 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,273
Change-7,273 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 7,165
Change-7,165 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 7,154
Change-7,154 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,133
Change-7,133 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 7,077
Change-7,077 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 7,016
Change-7,016 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 6,975
Change-6,975 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,967
Change-6,967 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 6,967
Change-6,967 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,959
Change-6,959 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 6,920
Change-6,920 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 6,909
Change-6,909 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 6,882
Change-6,882 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 6,864
Change-6,864 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 6,613
Change-6,613 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 6,492
Change-6,492 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 6,455
Change-6,455 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 6,283
Change-6,283 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,242
Change-6,242 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,242
Change-6,242 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 6,180
Change-6,180 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 6,177
Change-6,177 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 5,969
Change-5,969 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
Optas, LLC
N/A
Shares— from 5,859
Change-5,859 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 5,756
Change-5,756 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 5,672
Change-5,672 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 5,599
Change-5,599 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,493
Change-5,493 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,213
Change-5,213 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 5,142
Change-5,142 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Aristeia Capital, L.L.C.
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,981
Change-4,981 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 4,979
Change-4,979 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 4,819
Change-4,819 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,538
Change-4,538 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,486
Change-4,486 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,455
Change-4,455 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 4,315
Change-4,315 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 4,133
Change-4,133 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 3,957
Change-3,957 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 3,829
Change-3,829 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,595
Change-3,595 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 3,474
Change-3,474 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,227
Change-3,227 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 3,174
Change-3,174 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Summitry LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
American Trust
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,987
Change-1,987 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
Motco
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 954
Change-954 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Quarry LP
N/A
Shares— from 910
Change-910 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 905
Change-905 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 878
Change-878 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 800
Change-800 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 706
Change-706 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 668
Change-668 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 667
Change-667 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 617
Change-617 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 617
Change-617 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 564
Change-564 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 501
Change-501 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 483
Change-483 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 431
Change-431 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 416
Change-416 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 308
Change-308 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 271
Change-271 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 266
Change-266 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 222
Change-222 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 208
Change-208 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 202
Change-202 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 168
Change-168 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 150
Change-150 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 125
Change-125 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 117
Change-117 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 97
Change-97 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 96
Change-96 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 84
Change-84 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 78
Change-78 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 73
Change-73 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 26
Change-26 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED30,921,04529,899,653+1,021,392+3%$3.1B$2.6B-$441.3M2026-11-06
Pzena Investment Management LLC
DECREASED10,296,90311,769,536-1,472,633-13%$1.2B$882.3M-$335.2M2026-10-30
Bank of New York Mellon Corp
INCREASED9,031,3389,013,571+17,767+0%$932.5M$773.9M-$158.6M2026-11-05
Amundi
INCREASED7,930,8657,525,080+405,785+5%$778.5M$679.6M-$98.9M2026-11-06
Dimensional Fund Advisors LP
INCREASED7,526,1257,381,983+144,142+2%$763.7M$645.0M-$118.7M2026-11-04
Deutsche Bank Ag\
INCREASED5,022,6144,510,716+511,898+11%$466.6M$430.4M-$36.2M2026-11-06
LSV Asset Management
DECREASED4,455,6204,635,285-179,665-4%$479.5M$381.8M-$97.7M2026-11-06
Assenagon Asset Management S.A.
INCREASED3,812,5751,776,295+2,036,280+115%$183.8M$326.7M+$142.9M2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED3,314,3453,118,927+195,418+6%$322.7M$284.0M-$38.6M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,830,6092,888,884-58,275-2%$298.9M$242.6M-$56.3M2026-10-29
Citigroup Inc
INCREASED2,647,2041,811,857+835,347+46%$187.4M$226.8M+$39.4M2026-11-04
Russell Investments Group, Ltd.
DECREASED2,467,3183,022,292-554,974-18%$312.7M$211.7M-$101.0M2026-11-06
Barclays PLC
INCREASED2,382,6961,774,398+608,298+34%$183.6M$204.2M+$20.6M2026-11-06
Swedbank AB
INCREASED2,322,1122,295,831+26,281+1%$237.5M$199.0M-$38.5M2026-10-27
Truist Financial Corp
INCREASED2,179,9161,649,520+530,396+32%$170.6M$186.8M+$16.2M2026-10-30
Robeco Institutional Asset Management B.V.
INCREASED2,091,7362,008,760+82,976+4%$207.8M$179.2M-$28.6M2026-10-20
Nykredit A/S
DECREASED2,017,0362,028,154-11,118-1%$209.8M$172.8M-$37.0M2026-11-06
Canoe Financial LP
DECREASED2,014,8392,193,833-178,994-8%$227.0M$171.7M-$55.3M2026-10-21
Hamlin Capital Management, LLC
INCREASED1,951,4021,717,608+233,794+14%$177.7M$167.2M-$10.5M2026-10-08
DekaBank Deutsche Girozentrale
INCREASED1,896,3081,858,556+37,752+2%$129.9K$165.1K+$35.2K2026-10-27
MacKenzie Financial Corp
INCREASED1,763,0011,718,574+44,427+3%$177.8M$151.1M-$26.7M2026-11-02
Aberdeen Group plc
DECREASED1,725,6161,739,609-13,993-1%$180.0M$147.9M-$32.1M2026-11-06
LPL Financial LLC
INCREASED1,664,3891,555,458+108,931+7%$160.9M$142.6M-$18.3M2026-11-06
Principal Financial Group Inc
DECREASED1,392,6671,469,883-77,216-5%$152.1M$119.3M-$32.7M2026-11-02
KBC Group NV
INCREASED1,129,688927,958+201,730+22%$96.0M$96.8M+$806.0K2026-10-22
SEB Asset Management AB
INCREASED1,084,534935,333+149,201+16%$96.8M$92.9M-$3.8M2026-11-04
Letko, Brosseau & Associates Inc
DECREASED1,082,9651,095,265-12,300-1%$113.3M$92.8M-$20.5M2026-11-06
Pictet Asset Management Holding SA
INCREASED1,072,981817,301+255,680+31%$84.6M$92.0M+$7.4M2026-11-03
New York State Teachers Retirement System
DECREASED959,920970,841-10,921-1%$100.4M$82.3M-$18.2M2026-10-22
Great Lakes Advisors, LLC
INCREASED899,23798,261+800,976+815%$10.2M$77.1M+$66.9M2026-11-06
Retirement Systems of Alabama
INCREASED874,769874,603+166+0%$90.5M$75.0M-$15.5M2026-11-04
Strs Ohio
DECREASED774,854798,637-23,783-3%$82.6M$66.4M-$16.2M2026-10-30
Asset Management One Co., Ltd.
DECREASED711,638771,317-59,679-8%$79.8M$61.0M-$18.8M2026-10-27
Fort Washington Investment Advisors Inc
DECREASED681,086722,017-40,931-6%$74.7M$58.4M-$16.3M2026-10-15
PFA Pension, Forsikringsaktieselskab
INCREASED665,430497,061+168,369+34%$51.4M$57.0M+$5.6M2026-11-06
Munich Reinsurance Co Stock Corp in Munich
INCREASED626,526459,492+167,034+36%$47.5M$53.7M+$6.2M2026-10-30
Assetmark, Inc
DECREASED608,412646,506-38,094-6%$66.9M$52.1M-$14.7M2026-10-21
PNC Financial Services Group, Inc.
INCREASED583,468579,487+3,981+1%$59.9M$50.0M-$10.0M2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
INCREASED546,348255,030+291,318+114%$25.5K$46.1K+$20.5K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED495,488428,345+67,143+16%$41.8M$40.6M-$1.2M2026-10-13
Oppenheimer Asset Management Inc.
DECREASED475,631479,674-4,043-1%$49.6M$40.8M-$8.9M2026-10-27
Oslo Pensjonsforsikring AS
INCREASED447,106446,587+519+0%$46.2M$38.3M-$7.9M2026-10-15
Crossmark Global Holdings, Inc.
INCREASED440,645395,817+44,828+11%$40.9M$37.8M-$3.2M2026-10-21
CIBC Asset Management Inc
DECREASED435,076436,422-1,3460%$45.1M$37.3M-$7.9M2026-11-05
Vaughan David Investments LLC
INCREASED429,951427,349+2,602+1%$44.2M$36.8M-$7.4M2026-11-05
Calamos Advisors LLC
INCREASED428,044422,940+5,104+1%$43.8M$36.7M-$7.1M2026-11-02
State of New Jersey Common Pension Fund D
DECREASED411,250411,885-6350%$42.6M$35.2M-$7.4M2026-11-05
Cacti Asset Management LLC
DECREASED385,934386,428-4940%$40.0M$33.6M-$6.4M2026-10-01
Mirae Asset Global Investments Co., Ltd.
INCREASED385,328338,064+47,264+14%$35.0M$33.0M-$2.0M2026-11-03
Achmea Investment Management B.V.
NEW381,639—+381,639——$32.7M—2026-10-30
Mn Services Vermogensbeheer B.V.
INCREASED375,568370,668+4,900+1%$38.3M$32.2M-$6.2M2026-10-08
State of Michigan Retirement System
DECREASED373,777379,077-5,300-1%$39.2M$32.0M-$7.2M2026-10-27
Deroy & Devereaux Private Investment Counsel Inc
DECREASED369,096372,011-2,915-1%$38.5M$31.6M-$6.9M2026-10-26
Tctc Holdings, LLC
DECREASED368,957369,552-5950%$38.2M$31.6M-$6.6M2026-11-02
Nippon Life Global Investors Americas, Inc.
INCREASED367,540347,480+20,060+6%$35.9M$31.5M-$4.5M2026-10-29
Czech National Bank
INCREASED367,479363,178+4,301+1%$37.6M$31.5M-$6.1M2026-10-13
Arizona State Retirement System
INCREASED358,817353,014+5,803+2%$36.5M$30.7M-$5.8M2026-11-03
Creative Planning
INCREASED358,621332,113+26,508+8%$34.4M$30.7M-$3.6M2026-11-02
Polaris Capital Management, LLC
DECREASED345,600365,200-19,600-5%$37.8M$29.6M-$8.2M2026-10-21
CapWealth Advisors, LLC
INCREASED344,416339,602+4,814+1%$35.1M$29.5M-$5.6M2026-10-05
Fifth Third Bancorp
DECREASED342,368375,587-33,219-9%$38.9M$29.3M-$9.5M2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED338,783345,400-6,617-2%$35.7M$29.0M-$6.7M2026-10-15
Commonwealth Equity Services, LLC
DECREASED331,321346,307-14,986-4%$35.8M$28.4M-$7.4M2026-11-02
Beau Ventures, LLc
INCREASED325,432325,301+131+0%$33.7M$27.9M-$5.8M2026-10-14
Nisa Investment Advisors, LLC
DECREASED324,307343,555-19,248-6%$35.5M$27.8M-$7.8M2026-10-20
Candriam S.C.A.
DECREASED322,096324,260-2,164-1%$33.5M$27.7M-$5.8M2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED322,03590,295+231,740+257%$9.3M$27.6M+$18.3M2026-11-06
Alps Advisors Inc
INCREASED313,027278,454+34,573+12%$28.8M$26.8M-$2.0M2026-11-03
TD Waterhouse Canada Inc.
DECREASED310,260452,488-142,228-31%$47.4M$26.4M-$21.0M2026-10-16
Swiss Life Asset Management Ltd
DECREASED298,723421,213-122,490-29%$43.6M$25.6M-$18.0M2026-11-03
IFM Investors Pty Ltd
INCREASED294,030284,433+9,597+3%$29.4M$25.2M-$4.2M2026-10-14
Wedge Capital Management L L P
DECREASED291,450301,882-10,432-3%$31.2M$25.0M-$6.3M2026-10-13
Old National Bancorp
DECREASED291,189323,457-32,268-10%$33.5M$25.0M-$8.5M2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED282,568281,818+750+0%$29.2M$24.2M-$4.9M2026-11-03
Xponance LLC
INCREASED277,856263,078+14,778+6%$27.2M$23.8M-$3.4M2026-11-03
UniSuper Management Pty Ltd
INCREASED277,046139,963+137,083+98%$14.5M$23.7M+$9.3M2026-10-26
Farmers & Merchants Investments Inc
INCREASED266,457262,608+3,849+1%$27.2M$22.8M-$4.3M2026-10-22
Gateway Investment Advisers LLC
INCREASED265,195258,442+6,753+3%$26.7M$22.7M-$4.0M2026-10-13
Cantor Fitzgerald Investment Advisors L.P.
INCREASED260,592254,190+6,402+3%$26.3M$22.3M-$4.0M2026-10-21
Payden & Rygel
INCREASED260,340218,700+41,640+19%$22.6M$22.3M-$316.0K2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED257,782219,730+38,052+17%$22.7M$22.1M-$641.7K2026-10-19
Daiwa Securities Group Inc.
DECREASED247,306270,906-23,600-9%$28.0M$21.2M-$6.8M2026-10-29
Douglas Lane & Associates, LLC
DECREASED240,188284,112-43,924-15%$29.4M$20.6M-$8.8M2026-10-09
Neos Investment Management LLC
INCREASED238,616206,750+31,866+15%$21.4M$20.4M-$941.3K2026-11-04
Argent Capital Management LLC
INCREASED238,110158,288+79,822+50%$16.4M$20.4M+$4.0M2026-10-05
Community Trust & Investment Co
DECREASED232,385245,183-12,798-5%$25.4M$19.9M-$5.5M2026-10-15
Rakuten Investment Management, Inc.
INCREASED229,362208,478+20,884+10%$21.6M$20.0M-$1.6M2026-10-30
ProShare Advisors LLC
INCREASED228,981224,670+4,311+2%$23.2M$19.6M-$3.6M2026-10-29
US Bancorp \de\
INCREASED224,727202,700+22,027+11%$21.0M$19.3M-$1.7M2026-11-05
Amalgamated Bank
DECREASED218,563224,588-6,025-3%$23.2M$18.7M-$4.5M2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED216,252214,619+1,633+1%$22.2M$18.5M-$3.7M2026-11-02
D.A. Davidson & Co.
DECREASED207,131209,787-2,656-1%$21.7M$17.7M-$4.0M2026-10-28
Davidson Investment Advisors
DECREASED204,568244,542-39,974-16%$25.3M$17.5M-$7.8M2026-10-20
LBP AM SA
DECREASED199,635232,970-33,335-14%$24.1M$17.1M-$7.0M2026-11-06
Adams Diversified Equity Fund, Inc.
DECREASED194,600200,700-6,100-3%$20.8M$16.7M-$4.1M2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED191,455190,060+1,395+1%$19.7M$16.4M-$3.3M2026-10-20
OP Asset Management Ltd
INCREASED191,205141,093+50,112+36%$14.6M$16.4M+$1.8M2026-11-05
Yousif Capital Management, LLC
INCREASED187,253181,686+5,567+3%$18.8M$16.0M-$2.7M2026-10-22
ASR Vermogensbeheer N.V.
DECREASED186,882206,492-19,610-9%$21.4M$16.0M-$5.3M2026-10-16
Illinois Municipal Retirement Fund
INCREASED186,690183,578+3,112+2%$19.0M$16.0M-$3.0M2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED178,522161,531+16,991+11%$16.9M$15.2M-$1.7M2026-11-04
New York Life Investment Management LLC
INCREASED177,897177,779+118+0%$18.4M$15.2M-$3.1M2026-11-04
Thrivent Financial for Lutherans
DECREASED173,924175,859-1,935-1%$18.2M$14.9M-$3.3M2026-11-05
MFF Capital Investments Ltd
UNCHANGED160,853160,85300%$16.6M$13.8M-$2.9M2026-11-05
Mutual of America Capital Management LLC
INCREASED158,473146,259+12,214+8%$15.1M$13.6M-$1.6M2026-10-23
Oregon Public Employees Retirement Fund
INCREASED157,270156,884+386+0%$16.2M$13.5M-$2.8M2026-10-30
State of Alaska, Department of Revenue
DECREASED151,570155,437-3,867-2%$16.1M$13.0M-$3.1M2026-10-15
ABN Amro Investment Solutions
INCREASED148,27295,603+52,669+55%$9.9M$12.7M+$2.8M2026-10-21
Cohen Capital Management, Inc.
DECREASED148,012148,859-847-1%$15.4M$12.7M-$2.7M2026-10-14
Cutler Investment Counsel LLC
DECREASED146,921149,901-2,980-2%$15.5M$12.6M-$2.9M2026-10-28
AIA Group Ltd
INCREASED143,436143,222+214+0%$14.8M$12.3M-$2.5M2026-10-30
Concurrent Investment Advisors, LLC
INCREASED141,653113,425+28,228+25%$11.7M$12.1M+$404.5K2026-10-16
Savant Capital, LLC
INCREASED141,49178,248+63,243+81%$8.1M$12.1M+$4.0M2026-11-06
F&V Capital Management, LLC
DECREASED140,062140,557-4950%$14.5M$12.0M-$2.5M2026-10-19
Toth Financial Advisory Corp
INCREASED137,551128,684+8,867+7%$13.3M$11.8M-$1.5M2026-10-08
Oliver Luxxe Assets LLC
DECREASED134,265134,539-2740%$13.9M$11.5M-$2.4M2026-10-14
Intact Investment Management Inc.
DECREASED133,320144,300-10,980-8%$14.9M$11.4M-$3.5M2026-11-03
Park National Corp
DECREASED132,587138,618-6,031-4%$14.3M$11.4M-$3.0M2026-10-05
B. Metzler seel. Sohn & Co. AG
INCREASED128,843123,784+5,059+4%$12.8M$11.0M-$1.8M2026-10-30
Sterling Capital Management LLC
INCREASED128,075114,127+13,948+12%$11.8M$11.0M-$831.7K2026-10-22
Applied Finance Capital Management, LLC
DECREASED127,470134,138-6,668-5%$13.9M$10.9M-$3.0M2026-11-03
iA Global Asset Management Inc.
NEW126,920—+126,920——$10.9M—2026-10-29
Imc-Chicago, LLC
INCREASED126,692102,432+24,260+24%$10.6M$10.9M+$259.6K2026-11-05
Factory Mutual Insurance Co
DECREASED125,193241,093-115,900-48%$24.9M$10.7M-$14.2M2026-10-30
Cardinal Point Capital Management ULC
UNCHANGED123,764123,76400%$12.8M$10.6M-$2.2M2026-10-21
Alpha Omega Wealth Management LLC
INCREASED123,735123,122+613+1%$12.7M$10.6M-$2.1M2026-10-23
Thompson Investment Management, Inc.
DECREASED122,700126,036-3,336-3%$13.0M$10.5M-$2.5M2026-10-14
One Way Holdings LLC
NEW121,662—+121,662——$10.4M—2026-10-29
Triglav Investments, D.O.O.
UNCHANGED112,950112,95000%$11.7M$9.7M-$2.0M2026-11-06
Lorne Steinberg Wealth Management Inc.
INCREASED111,421110,860+561+1%$11.5M$9.5M-$1.9M2026-10-23
Parthenon LLC
DECREASED110,966112,171-1,205-1%$11.6M$9.5M-$2.1M2026-10-22
Greatmark Investment Partners, Inc.
DECREASED110,129110,539-4100%$11.4M$9.4M-$2.0M2026-10-28
TD Private Client Wealth LLC
DECREASED108,214111,151-2,937-3%$11.5M$9.3M-$2.2M2026-10-28
Fisher Funds Management LTD
INCREASED106,45097,450+9,000+9%$10.1M$9.1M-$959.5K2026-10-13
Seizert Capital Partners, LLC
DECREASED100,154147,289-47,135-32%$15.2M$8.6M-$6.7M2026-10-30
Fisher Asset Management, LLC
INCREASED97,88692,010+5,876+6%$9.5M$8.4M-$1.1M2026-11-06
1834 Investment Advisors Co
DECREASED97,222101,154-3,932-4%$10.5M$8.3M-$2.1M2026-10-16
Motley Fool Asset Management LLC
INCREASED96,58693,538+3,048+3%$9.7M$8.3M-$1.4M2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED96,48896,48800%$10.0M$8.3M-$1.7M2026-10-20
Allworth Financial LP
INCREASED96,23733,215+63,022+190%$3.4M$10.0M+$6.5M2026-11-06
Burney Co/
INCREASED96,11566,339+29,776+45%$6.9M$8.2M+$1.4M2026-10-15
Avanza Fonder AB
INCREASED94,49578,109+16,386+21%$8.1M$8.1M+$16.9K2026-10-13
Kestra Advisory Services, LLC
INCREASED93,55579,149+14,406+18%$8.2M$8.0M-$171.3K2026-11-02
Plato Investment Management Ltd
INCREASED92,55951,917+40,642+78%$5.3M$8.0M+$2.6M2026-11-05
Keybank National Association
DECREASED87,89498,315-10,421-11%$10.2M$7.5M-$2.6M2026-11-04
NewSquare Capital LLC
INCREASED86,74283,396+3,346+4%$8.6M$7.4M-$1.2M2026-11-06
Royal Fund Management, LLC
INCREASED86,46575,179+11,286+15%$7.8M$7.4M-$368.1K2026-10-22
Dana Investment Advisors, Inc.
INCREASED83,72175,282+8,439+11%$7.8M$7.2M-$613.8K2026-11-06
Choreo, LLC
INCREASED83,21180,162+3,049+4%$8.3M$7.1M-$1.2M2026-10-28
St. Louis Trust Co
UNCHANGED82,45282,45200%$894.7K$7.1M+$6.2M2026-11-03
Midwest Trust Co
INCREASED79,69277,969+1,723+2%$8.1M$6.8M-$1.2M2026-10-22
Maryland State Retirement & Pension System
INCREASED78,76868,569+10,199+15%$7.1M$6.7M-$343.8K2026-11-05
Stablepoint Partners, LLC
DECREASED76,18088,359-12,179-14%$9.1M$6.5M-$2.6M2026-11-03
Atria Investments, Inc
INCREASED76,12275,699+423+1%$7.8M$6.5M-$1.3M2026-10-15
GHP Investment Advisors, Inc.
INCREASED75,28874,011+1,277+2%$7.7M$6.5M-$1.2M2026-10-15
Vise Technologies, Inc.
INCREASED75,19558,892+16,303+28%$6.1M$6.4M+$351.1K2026-10-29
Hudson Edge Investment Partners Inc.
DECREASED74,52176,628-2,107-3%$7.9M$6.4M-$1.5M2026-10-28
Legacy CG, LLC
DECREASED72,62275,718-3,096-4%$7.8M$6.2M-$1.6M2026-10-30
Parkside Investments, LLC
DECREASED72,24973,517-1,268-2%$7.6M$6.2M-$1.4M2026-10-20
Hennessy Advisors Inc
UNCHANGED72,10072,10000%$7.5M$6.2M-$1.3M2026-10-28
Triasima Portfolio Management inc.
INCREASED71,91732,715+39,202+120%$3.4M$6.2M+$2.8M2026-10-15
Stanley-Laman Group, Ltd.
DECREASED70,31671,877-1,561-2%$7.4M$6.0M-$1.4M2026-10-20
Merit Financial Group, LLC
INCREASED70,11864,529+5,589+9%$6.7M$6.0M-$667.1K2026-11-06
Vontobel Holding Ltd.
INCREASED70,09861,671+8,427+14%$6.4M$6.0M-$373.2K2026-10-16
Simplify Asset Management Inc.
DECREASED69,93371,090-1,157-2%$7.4M$6.0M-$1.4M2026-10-27
Fideuram Asset Management (Ireland) dac
DECREASED69,689127,567-57,878-45%$11.7M$7.2M-$4.5M2026-10-29
Convergence Investment Partners, LLC
INCREASED69,58550,785+18,800+37%$5.3M$6.0M+$709.0K2026-10-28
Romano Brothers and Company
DECREASED69,36270,720-1,358-2%$7.3M$5.9M-$1.4M2026-10-22
Hartford Investment Management Co
DECREASED68,44170,431-1,990-3%$7.3M$5.9M-$1.4M2026-11-04
AGF Management LTD
DECREASED67,04970,085-3,036-4%$7.3M$5.7M-$1.5M2026-11-03
New Mexico Educational Retirement Board
UNCHANGED63,37763,37700%$6.6M$5.4M-$1.1M2026-11-05
Louisiana State Employees Retirement System
DECREASED62,90065,200-2,300-4%$6.7M$5.4M-$1.4M2026-10-20
Kintegral Advisory, LLC
INCREASED61,82861,479+349+1%$6.4M$5.3M-$1.1M2026-10-16
Lido Advisors, LLC
INCREASED59,35555,999+3,356+6%$5.8M$5.1M-$707.1K2026-11-04
BCV Asset Management Inc.
INCREASED59,17758,475+702+1%$6.1M$5.1M-$977.8K2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED58,80256,531+2,271+4%$5.8M$5.0M-$809.4K2026-10-26
Butensky & Cohen Financial Security, Inc
DECREASED58,24658,820-574-1%$6.1M$5.0M-$1.1M2026-10-13
Unison Advisors LLC
INCREASED57,15456,796+358+1%$5.9M$4.9M-$978.0K2026-10-29
Baker Avenue Asset Management, LP
INCREASED56,1538,782+47,371+539%$908.5K$4.8M+$3.9M2026-11-06
Pinnacle Associates LTD
DECREASED56,03859,101-3,063-5%$6.1M$4.8M-$1.3M2026-10-20
Kestra Private Wealth Services, LLC
DECREASED55,67856,489-811-1%$5.8M$4.8M-$1.1M2026-11-06
Park Avenue Securities LLC
INCREASED55,53054,798+732+1%$5.7M$4.8M-$911.0K2026-10-26
AMG National Trust Bank
DECREASED55,16356,464-1,301-2%$5.8M$4.7M-$1.1M2026-11-05
Inlet Private Wealth, LLC
DECREASED54,91657,116-2,200-4%$5.9M$4.7M-$1.2M2026-10-21
Capital Investment Advisors, LLC
DECREASED54,01157,413-3,402-6%$5.9M$4.6M-$1.3M2026-10-22
Generali Asset Management SPA SGR
DECREASED53,47958,450-4,971-8%$6.0M$4.6M-$1.5M2026-10-26
Cullinan Associates Inc
INCREASED53,46946,424+7,045+15%$4.8M$4.6M-$220.8K2026-11-03
Western Financial Corp
NEW52,621—+52,621——$4.5M—2026-10-14
Global Wealth Management Investment Advisory, Inc.
INCREASED51,94349,638+2,305+5%$5.1M$4.5M-$684.0K2026-11-04
Oppenheimer & Co Inc
DECREASED50,57253,323-2,751-5%$5.5M$4.3M-$1.2M2026-10-26
HB Wealth Management, LLC
INCREASED50,56047,828+2,732+6%$4.9M$4.3M-$615.4K2026-10-23
Artemis Investment Management LLP
INCREASED50,48130,481+20,000+66%$3.2M$4.3M+$1.2M2026-10-08
Associated Banc-Corp
DECREASED48,86550,779-1,914-4%$5.3M$4.2M-$1.1M2026-10-30
Ethic Inc.
INCREASED48,35245,334+3,018+7%$4.7M$4.1M-$546.5K2026-11-03
Tokio Marine Asset Management Co LTD
INCREASED48,25947,308+951+2%$4.9M$4.1M-$758.7K2026-10-26
Able Financial Group, LLC
DECREASED48,14048,299-1590%$5.0M$4.1M-$871.4K2026-10-14
Simplex Trading, LLC
INCREASED47,91919,407+28,512+147%$2.0M$4.1M+$2.1M2026-11-04
Oak Asset Management, LLC
DECREASED47,51247,622-1100%$4.9M$4.1M-$855.2K2026-10-13
LEE Danner & Bass Inc
DECREASED47,11147,941-830-2%$5.0M$4.0M-$922.5K2026-10-27
University of Texas S AM Investment Management Co
INCREASED46,754613+46,141+7527%$63.4K$4.0M+$3.9M2026-11-03
Farther Finance Advisors, LLC
INCREASED46,70541,526+5,179+12%$4.3M$4.0M-$294.0K2026-10-08
Concord Wealth Partners
INCREASED46,52246,066+456+1%$4.8M$4.0M-$779.0K2026-11-02
Concord Asset Management, LLC
INCREASED45,47344,190+1,283+3%$4.6M$3.9M-$674.9K2026-11-02
Leuthold Group, LLC
INCREASED45,22741,189+4,038+10%$4.3M$3.9M-$385.5K2026-11-04
Robeco Schweiz AG
DECREASED44,63252,254-7,622-15%$5.4M$3.8M-$1.6M2026-10-23
North Dakota State Investment Board
DECREASED44,47650,828-6,352-12%$5.3M$3.8M-$1.4M2026-10-27
Alexander Randolph Advisory, Inc.
DECREASED44,31044,562-252-1%$4.6M$3.8M-$813.0K2026-11-04
Moors & Cabot, Inc.
DECREASED44,07045,913-1,843-4%$4.7M$3.8M-$973.3K2026-11-06
Apollon Wealth Management, LLC
INCREASED43,96343,238+725+2%$4.5M$3.8M-$705.8K2026-10-23
Blume Capital Management, Inc.
DECREASED43,34244,074-732-2%$4.6M$3.7M-$845.5K2026-10-26
Violich Capital Management, Inc.
DECREASED42,73844,263-1,525-3%$4.6M$3.7M-$916.8K2026-10-05
Thompson Siegel & Walmsley LLC
DECREASED42,23878,260-36,022-46%$8.1M$3.6M-$4.5M2026-11-05
XML Financial, LLC
DECREASED42,02342,401-378-1%$4.4M$3.6M-$785.4K2026-10-29
Hussman Strategic Advisors, Inc.
INCREASED42,00025,200+16,800+67%$2.6M$3.6M+$992.0K2026-11-02
Vertrix Wealth Management, LLC
INCREASED41,30136,636+4,665+13%$3.8M$3.5M-$251.0K2026-10-13
Vest Financial, LLC
DECREASED40,64841,112-464-1%$4.3M$3.5M-$769.9K2026-10-21
Regions Financial Corp
DECREASED40,22140,584-363-1%$4.2M$3.4M-$751.9K2026-11-05
Montaka Global Pty Ltd
NEW40,000—+40,000——$3.4M—2026-11-05
Vista Investment Partners LLC
DECREASED39,71340,667-954-2%$4.2M$3.4M-$803.2K2026-10-08
First Citizens Bank & Trust Co
DECREASED39,48639,761-275-1%$4.1M$3.4M-$729.7K2026-10-14
GF Fund Management Co. Ltd.
UNCHANGED39,48639,48600%$4.1M$3.4M-$701.3K2026-10-26
Carnegie Investment Counsel
INCREASED39,46138,104+1,357+4%$3.9M$3.4M-$560.4K2026-10-20
Davenport & Co LLC
INCREASED39,44839,412+36+0%$4.1M$3.4M-$691.8K2026-10-14
Oak Thistle LLC
INCREASED39,40217,676+21,726+123%$1.8M$3.4M+$1.5M2026-10-21
Clearstead Advisors, LLC
INCREASED39,28338,758+525+1%$4.0M$3.4M-$643.8K2026-11-06
Consolidated Investment Group LLC
INCREASED39,00021,000+18,000+86%$2.2M$3.3M+$1.2M2026-11-04
Ellsworth Advisors, LLC
INCREASED38,94336,968+1,975+5%$3.9M$3.3M-$578.3K2026-10-15
PKO Investment Management Joint-Stock Co
INCREASED38,80035,300+3,500+10%$3.7M$3.3M-$327.0K2026-10-19
Neumann Capital Management, LLC
INCREASED38,75137,651+1,100+3%$3.9M$3.3M-$574.4K2026-10-15
Uncommon Cents Investing Inc
DECREASED38,06038,075-150%$3.9M$3.3M-$677.5K2026-10-20
Excalibur Management Corp
DECREASED37,97138,887-916-2%$4.0M$3.3M-$769.2K2026-11-02
Simplicity Wealth,LLC
DECREASED37,86038,054-194-1%$3.9M$3.2M-$692.5K2026-10-23
Cidel Asset Management Inc
DECREASED37,59838,234-636-2%$4.0M$3.2M-$733.5K2026-10-29
Salem Investment Counselors Inc
DECREASED37,25538,130-875-2%$3.9M$3.2M-$752.2K2026-10-13
Meyer Handelman Co
DECREASED37,21739,572-2,355-6%$4.1M$3.2M-$904.6K2026-10-28
NBT Bank, N.A.
DECREASED37,18739,187-2,000-5%$4.1M$3.2M-$867.4K2026-10-21
Radnor Capital Management, LLC
DECREASED37,18537,235-500%$3.9M$3.2M-$665.6K2026-10-23
Modera Wealth Management, LLC
DECREASED36,57837,057-479-1%$3.8M$3.1M-$699.1K2026-10-28
Peak Financial Advisors LLC
DECREASED36,43236,666-234-1%$3.8M$3.1M-$671.2K2026-10-28
Third View Private Wealth, LLC
DECREASED35,97737,575-1,598-4%$3.9M$3.1M-$804.3K2026-10-30
Gamma Investing LLC
INCREASED35,82831,810+4,018+13%$3.3M$3.1M-$220.6K2026-10-08
Canandaigua National Bank & Trust Co
DECREASED35,80736,217-410-1%$3.7M$3.1M-$678.3K2026-10-07
Prospera Financial Services Inc
INCREASED35,74618,068+17,678+98%$1.9M$3.2M+$1.4M2026-11-04
Exchange Traded Concepts, LLC
DECREASED35,61537,987-2,372-6%$3.9M$3.1M-$877.9K2026-10-28
AlphaCore Capital LLC
INCREASED34,64032,868+1,772+5%$3.4M$3.0M-$431.9K2026-11-04
Trust Co of Toledo NA
INCREASED34,61634,560+56+0%$3.6M$3.0M-$609.0K2026-10-16
Benedict Financial Advisors Inc
INCREASED34,45234,394+58+0%$3.6M$3.0M-$605.8K2026-10-07
Sowell Financial Services LLC
DECREASED34,43435,982-1,548-4%$3.7M$3.0M-$771.7K2026-10-23
Compound Planning, Inc.
INCREASED34,26332,607+1,656+5%$3.4M$2.9M-$437.2K2026-11-05
Manske Wealth Management
DECREASED34,21035,676-1,466-4%$3.7M$2.9M-$759.2K2026-10-26
Patrick M Sweeney & Associates, Inc
DECREASED33,96134,220-259-1%$3.5M$2.9M-$630.0K2026-10-22
Raiffeisen Bank International AG
INCREASED33,80132,876+925+3%$3.4M$2.9M-$461.2K2026-10-28
Y-Intercept (Hong Kong) Ltd
INCREASED33,79323,507+10,286+44%$2.4M$2.9M+$463.9K2026-10-16
Spire Wealth Management
DECREASED33,74834,060-312-1%$3.5M$2.9M-$631.6K2026-10-30
Woodard & Co Asset Management Group Inc
DECREASED33,31833,392-740%$3.5M$2.9M-$599.3K2026-11-03
Citizens Financial Group Inc
INCREASED33,20630,253+2,953+10%$3.1M$2.8M-$284.3K2026-10-23
Securian Asset Management, Inc
DECREASED33,19933,894-695-2%$3.6M$2.8M-$797.8K2026-11-06
Daymark Wealth Partners, LLC
INCREASED33,16731,083+2,084+7%$3.2M$2.8M-$373.5K2026-11-04
Strengthening Families & Communities, LLC
INCREASED32,99830,462+2,536+8%$3.2M$2.8M-$323.6K2026-10-21
KCM Investment Advisors LLC
DECREASED32,92733,595-668-2%$3.5M$2.8M-$653.9K2026-10-27
365 WMG Private Fund I: Primus Fund LLC
NEW32,837—+32,837——$2.8M—2026-10-20
Axecap Investments, LLC
NEW32,837—+32,837——$2.8M—2026-10-20
Missouri Trust & Investment Co
INCREASED32,70130,656+2,045+7%$3.2M$2.8M-$399.2K2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED32,68126,903+5,778+21%$2.8M$2.9M+$103.5K2026-10-13
111 Capital
NEW32,448—+32,448——$2.8M—2026-11-03
Alkeme Wealth, LLC
DECREASED32,41534,983-2,568-7%$3.6M$2.8M-$841.4K2026-10-08
Inlight Wealth Management, LLC
INCREASED32,07431,854+220+1%$3.3M$2.7M-$546.9K2026-10-21
Jackson Square Capital, LLC
DECREASED32,07043,545-11,475-26%$4.5M$2.7M-$1.8M2026-10-19
Vision Capital Management, Inc.
DECREASED32,04340,096-8,053-20%$4.1M$2.7M-$1.4M2026-10-20
Westside Investment Management, Inc.
DECREASED32,00533,865-1,860-5%$3.5M$2.7M-$760.1K2026-11-02
Culbertson A N & Co Inc
DECREASED31,62033,648-2,028-6%$3.5M$2.7M-$771.4K2026-10-21
Signet Investment Advisory Group, Inc.
DECREASED31,53831,675-1370%$3.3M$2.7M-$574.3K2026-10-30
E. Ohman J:or Asset Management AB
INCREASED31,45530,455+1,000+3%$3.2M$2.7M-$455.2K2026-10-22
Praxis Investment Management Inc
UNCHANGED31,34231,34200%$3.2M$2.7M-$556.0K2026-11-03
Argyle Capital Management, LLC
INCREASED31,29730,717+580+2%$3.2M$2.7M-$495.8K2026-10-28
Diversify Advisory Services, LLC
DECREASED30,93933,706-2,767-8%$3.6M$2.9M-$744.5K2026-10-20
Diversify Wealth Management, LLC
DECREASED30,93933,706-2,767-8%$3.6M$2.9M-$744.5K2026-10-20
HUB Investment Partners, LLC
INCREASED30,75520,329+10,426+51%$2.1M$2.6M+$532.4K2026-11-03
CenterBook Partners LP
NEW30,474—+30,474——$2.6M—2026-11-02
Private Management Group Inc
INCREASED30,16830,141+27+0%$3.1M$2.6M-$533.0K2026-11-04
Mystic Asset Management, Inc.
DECREASED30,05430,357-303-1%$3.1M$2.6M-$565.1K2026-10-15
Searle & Co.
UNCHANGED29,56029,56000%$3.1M$2.5M-$525.0K2026-11-04
Brookstone Capital Management
INCREASED29,40529,402+3+0%$3.0M$2.5M-$521.9K2026-10-22
Flagship Capital Management Inc.
INCREASED29,19828,879+319+1%$3.0M$2.5M-$485.6K2026-10-20
Trust Co of Vermont
DECREASED28,76028,800-400%$3.0M$2.5M-$514.9K2026-10-21
Quadrant Capital Group LLC
DECREASED28,61228,776-164-1%$3.0M$2.5M-$471.9K2026-10-20
Jacobi Capital Management LLC
INCREASED28,58028,525+55+0%$3.0M$2.4M-$501.8K2026-11-05
Chicago Partners Investment Group LLC
INCREASED28,57424,612+3,962+16%$2.6M$2.7M+$40.1K2026-10-27
Lynch & Associates
INCREASED28,42627,949+477+2%$2.9M$2.4M-$455.5K2026-10-13
SteelPeak Wealth, LLC
INCREASED28,3732,397+25,976+1084%$247.9K$2.4M+$2.2M2026-10-16
Founders Financial Securities LLC
DECREASED27,80029,981-2,181-7%$3.1M$2.4M-$719.4K2026-10-28
Ritholtz Wealth Management
INCREASED27,78725,820+1,967+8%$2.7M$2.4M-$290.0K2026-11-05
Tandem Capital Management Corp
DECREASED27,77327,858-850%$2.9M$2.4M-$502.0K2026-10-22
Stolper Co
INCREASED27,75327,604+149+1%$2.9M$2.4M-$478.0K2026-10-13
StoneX Group Inc.
INCREASED27,70725,452+2,255+9%$2.6M$2.4M-$258.8K2026-11-03
Rossmore Private Capital
INCREASED27,62927,289+340+1%$2.8M$2.4M-$455.5K2026-10-27
Nilsine Partners, LLC
INCREASED27,5004,244+23,256+548%$439.0K$2.4M+$1.9M2026-11-02
Zions Bancorporation, National Association
INCREASED27,4197,198+20,221+281%$744.6K$2.3M+$1.6M2026-11-06
Gibbs Wealth Management
DECREASED27,28927,545-256-1%$2.8M$2.3M-$511.1K2026-10-22
Perigon Wealth Management, LLC
DECREASED27,11434,184-7,070-21%$3.5M$2.3M-$1.2M2026-10-22
Dynamic Advisor Solutions LLC
DECREASED27,08236,441-9,359-26%$3.8M$2.3M-$1.4M2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED26,66917,006+9,663+57%$1.8M$2.3M+$526.0K2026-10-13
Woodstock Corp
DECREASED26,39426,994-600-2%$2.8M$2.3M-$530.8K2026-10-13
Fulcrum Asset Management LLP
INCREASED26,0435,999+20,044+334%$621.4K$2.3M+$1.6M2026-11-04
Citizens & Northern Corp
DECREASED26,04226,315-273-1%$2.7M$2.2M-$490.7K2026-11-06
Aaron Wealth Advisors LLC
DECREASED25,99926,512-513-2%$2.7M$2.2M-$514.8K2026-10-13
Vista Investment Partners II, LLC
INCREASED25,96825,263+705+3%$2.6M$2.2M-$388.2K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED25,82224,258+1,564+6%$2.5M$2.2M-$296.8K2026-11-05
Wesbanco Bank Inc
DECREASED25,49127,596-2,105-8%$2.9M$2.2M-$670.5K2026-11-04
Wealth Intelligence, LLC
DECREASED25,42427,203-1,779-7%$2.8M$2.2M-$635.6K2026-10-16
Retirement Planning Co of New England, Inc.
DECREASED25,02225,323-301-1%$2.6M$2.1M-$475.5K2026-10-15
Central Pacific Bank - Trust Division
DECREASED24,75625,866-1,110-4%$2.7M$2.1M-$554.5K2026-10-06
Sky Investment Group LLC
NEW24,631—+24,631——$2.1M—2026-10-30
Norden Group LLC
DECREASED24,58236,348-11,766-32%$3.8M$2.1M-$1.7M2026-10-20
Tema Etfs LLC
INCREASED24,57422,903+1,671+7%$2.4M$2.1M-$263.6K2026-10-16
Archer Investment Corp
UNCHANGED24,42224,42200%$2.5M$2.1M-$433.7K2026-11-05
United Bank
INCREASED24,35021,751+2,599+12%$2.3M$2.1M-$163.6K2026-11-06
Crestwood Advisors Group, LLC
INCREASED24,26223,110+1,152+5%$2.4M$2.1M-$311.7K2026-10-27
LS Investment Advisors, LLC
INCREASED24,09513,470+10,625+79%$1.4M$2.1M+$671.2K2026-10-13
Flagship Harbor Advisors, LLC
DECREASED24,08726,269-2,182-8%$2.7M$2.1M-$653.5K2026-10-26
Signaturefd, LLC
INCREASED23,95523,248+707+3%$2.4M$2.1M-$352.3K2026-10-23
Bokf, NA
DECREASED23,62124,023-402-2%$2.5M$2.0M-$461.1K2026-10-27
Sava Infond d.o.o.
INCREASED23,34011,450+11,890+104%$1.2M$2.0M+$815.5K2026-10-28
Dorato Capital Management
INCREASED23,31723,227+90+0%$2.4M$2.1M-$368.4K2026-10-08
Wedmont Private Capital
INCREASED23,12920,635+2,494+12%$2.1M$2.0M-$118.4K2026-10-09
William B. Walkup & Associates, Inc.
INCREASED23,08920,499+2,590+13%$2.1M$2.0M-$142.2K2026-11-05
Altman Advisors, Inc.
NEW23,082—+23,082——$2.0M—2026-11-05
J. Safra Sarasin Holding AG
DECREASED23,06837,184-14,116-38%$3.5M$1.8M-$1.7M2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED22,05821,655+403+2%$2.2M$1.9M-$349.9K2026-11-05
Valeo Financial Advisors, LLC
DECREASED21,88824,477-2,589-11%$2.5M$1.9M-$656.5K2026-10-08
MGO One Seven LLC
DECREASED21,54825,736-4,188-16%$2.7M$1.8M-$815.9K2026-10-28
Evergreen Capital Management LLC
DECREASED21,42121,647-226-1%$2.2M$1.8M-$403.8K2026-10-23
Florida Trust Wealth Management Co
INCREASED21,31920,043+1,276+6%$2.1M$1.8M-$246.6K2026-11-05
AdvisorNet Financial, Inc
INCREASED21,23121,036+195+1%$2.2M$1.9M-$257.1K2026-10-15
Birch Hill Investment Advisors LLC
UNCHANGED21,18521,18500%$2.2M$1.8M-$376.2K2026-10-16
LVW Advisors, LLC
INCREASED21,1475,167+15,980+309%$534.5K$1.8M+$1.3M2026-10-19
Principle Wealth Partners LLC
INCREASED20,97720,714+263+1%$2.1M$1.8M-$345.4K2026-11-02
HBK Sorce Advisory LLC
DECREASED20,89322,836-1,943-9%$2.3M$1.7M-$564.3K2026-11-06
LifePlan Financial, LLC
DECREASED20,89123,012-2,121-9%$2.4M$1.8M-$546.4K2026-10-13
Arjuna Capital
DECREASED20,81920,962-143-1%$2.2M$1.8M-$384.5K2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED20,52918,719+1,810+10%$1.9M$1.8M-$177.3K2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED20,47117,171+3,300+19%$1.8M$1.8M-$22.2K2026-10-13
Home Federal Bank of Tennessee
INCREASED20,28120,280+10%$2.1M$1.7M-$360.1K2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED20,21425,988-5,774-22%$2.7M$1.7M-$956.2K2026-11-03
Parsons Capital Management Inc
DECREASED20,04220,298-256-1%$2.1M$1.7M-$382.4K2026-10-28
Iowa State Bank
DECREASED20,01320,718-705-3%$2.1M$1.7M-$428.4K2026-10-06
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED20,00019,750+250+1%$2.0M$1.7M-$329.3K2026-11-03
Fulton Bank, N.A.
DECREASED19,92520,807-882-4%$2.2M$1.7M-$445.1K2026-10-14
Wynn Capital, LLC
DECREASED19,84119,856-150%$2.1M$1.7M-$353.9K2026-10-13
Donoghue Forlines LLC
INCREASED19,54817,657+1,891+11%$1.8M$1.7M-$151.5K2026-11-02
Summit Wealth Group LLC / Co
INCREASED19,3613,689+15,672+425%$381.6K$1.7M+$1.3M2026-10-29
Brighton Jones LLC
INCREASED19,16017,821+1,339+8%$1.8M$1.6M-$201.7K2026-11-03
Avantra Family Wealth, Inc.
DECREASED19,09619,525-429-2%$2.0M$1.6M-$383.6K2026-10-20
Integrated Advisors Network LLC
DECREASED18,97521,320-2,345-11%$2.2M$1.6M-$579.6K2026-10-20
Portside Wealth Group, LLC
DECREASED18,91631,747-12,831-40%$3.3M$1.6M-$1.7M2026-10-20
Sagespring Wealth Partners, LLC
INCREASED18,77717,974+803+4%$1.9M$1.6M-$250.4K2026-10-22
Lipe & Dalton
DECREASED18,34023,870-5,530-23%$2.5M$1.6M-$897.0K2026-10-15
Carret Asset Management, LLC
DECREASED18,27918,569-290-2%$1.9M$1.6M-$354.6K2026-11-04
Delta Capital Management LLC
INCREASED17,90016,730+1,170+7%$1.7M$1.5M-$197.0K2026-10-16
Delta Financial Advisors LLC
DECREASED17,41417,910-496-3%$1.9M$1.5M-$360.6K2026-10-27
Global Financial Private Client, LLC
INCREASED17,3669,286+8,080+87%$960.6K$1.5M+$527.5K2026-10-15
Greenleaf Trust
DECREASED17,36017,412-520%$1.8M$1.5M-$313.7K2026-10-29
Courier Capital LLC
DECREASED16,88717,990-1,103-6%$1.9M$1.4M-$414.0K2026-10-19
Ibex Wealth Advisors
NEW16,883—+16,883——$1.4M—2026-11-06
Independent Financial Group, LLC
DECREASED16,80623,477-6,671-28%$2.4M$1.4M-$988.6K2026-10-13
Sigma Planning Corp
INCREASED16,80215,568+1,234+8%$1.6M$1.4M-$173.8K2026-10-23
Frank, Rimerman Advisors LLC
DECREASED16,63617,302-666-4%$1.8M$1.4M-$364.4K2026-10-16
Curbstone Financial Management Corp
DECREASED16,42216,532-110-1%$1.7M$1.4M-$303.0K2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED16,4096,442+9,967+155%$666.4K$1.4M+$739.7K2026-10-22
Masterinvest Kapitalanlage GmbH
UNCHANGED16,21116,21100%$1.7M$1.4M-$287.9K2026-11-03
Cullen T Bankers, Inc.
DECREASED16,07116,992-921-5%$1.8M$1.4M-$380.7K2026-10-28
Collar Capital Management, LLC
DECREASED15,96215,977-150%$1.7M$1.4M-$285.0K2026-10-28
Premier Path Wealth Partners, LLC
DECREASED15,89320,349-4,456-22%$2.1M$1.4M-$743.2K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED15,78314,501+1,282+9%$1.5M$1.4M-$147.8K2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED15,76014,925+835+6%$1.5M$1.4M-$195.4K2026-10-13
Essex Bank
DECREASED15,54215,593-510%$1.6M$1.3M-$281.3K2026-10-16
Tower Trust & Investment Co
INCREASED15,35615,165+191+1%$1.6M$1.3M-$253.0K2026-10-28
Welch & Forbes LLC
DECREASED15,27815,678-400-3%$1.6M$1.3M-$312.7K2026-11-04
CV Advisors LLC
UNCHANGED14,85614,85600%$1.5M$1.3M-$263.8K2026-10-13
Krilogy Financial LLC
INCREASED14,77712,932+1,845+14%$1.3M$1.3M-$41.3K2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
INCREASED14,770615+14,155+2302%$63.7K$1.3M+$1.2M2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED14,74014,847-107-1%$1.5M$1.3M-$272.9K2026-10-23
Wright Investors Service Inc
DECREASED14,71215,707-995-6%$1.6M$1.3M-$364.2K2026-11-02
Confluence Wealth Services, Inc.
DECREASED14,59115,708-1,117-7%$1.6M$1.3M-$374.7K2026-11-05
Inscription Capital, LLC
DECREASED14,45417,276-2,822-16%$1.8M$1.2M-$548.6K2026-11-02
Hager Investment Management Services, LLC
INCREASED14,44011,571+2,869+25%$1.2M$1.2M+$40.3K2026-11-04
Bahl & Gaynor LLC
INCREASED14,32314,281+42+0%$1.5M$1.2M-$250.0K2026-11-05
Dumont & Blake Investment Advisors LLC
INCREASED14,25814,153+105+1%$1.5M$1.2M-$242.4K2026-10-28
Trust Asset Management LLC
UNCHANGED14,17114,17100%$1.5M$1.2M-$251.7K2026-11-03
Parallel Advisors, LLC
INCREASED14,13913,939+200+1%$1.4M$1.2M-$230.5K2026-11-03
Wedbush Securities Inc
DECREASED14,01114,155-144-1%$1.5M$1.2M-$263.0K2026-10-22
Profund Advisors LLC
DECREASED13,88514,213-328-2%$1.5M$1.2M-$280.5K2026-10-29
UMB Bank, n.a.
INCREASED13,84313,759+84+1%$1.4M$1.2M-$237.2K2026-11-06
RMR Wealth Builders
DECREASED13,73113,768-370%$1.4M$1.2M-$247.7K2026-10-22
Integrity Alliance, Llc.
INCREASED13,71713,706+11+0%$1.4M$1.2M-$242.5K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED13,7139,611+4,102+43%$994.3K$1.2M+$180.8K2026-10-27
Mcdonald Partners LLC
INCREASED13,5829,457+4,125+44%$978.3K$1.2M+$185.5K2026-11-03
St. Johns Investment Management Company, LLC
DECREASED13,45413,706-252-2%$1.4M$1.2M-$265.0K2026-10-30
Tectonic Advisors LLC
INCREASED13,40610,764+2,642+25%$1.1M$1.1M+$35.2K2026-10-22
Kentucky Trust Co
DECREASED13,37513,435-600%$1.4M$1.1M-$243.7K2026-10-15
Investors Research Corp
DECREASED13,37113,760-389-3%$1.4M$1.1M-$277.7K2026-10-07
Michels Family Financial, LLC
DECREASED13,33414,091-757-5%$1.5M$1.1M-$315.1K2026-11-02
Level Four Advisory Services, LLC
INCREASED13,24613,235+11+0%$1.4M$1.1M-$234.2K2026-11-06
International Assets Investment Management, LLC
DECREASED13,23313,862-629-5%$1.5M$1.1M-$325.3K2026-11-02
Brown, Lisle Ings, Inc.
DECREASED13,18514,858-1,673-11%$1.5M$1.1M-$407.2K2026-10-16
Aljian Capital Management, LLC
DECREASED13,15513,176-210%$1.4M$1.1M-$235.7K2026-10-28
Urban Wealth Management, LLC
INCREASED13,1147,275+5,839+80%$752.6K$1.1M+$371.1K2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED12,98112,400+581+5%$1.3M$1.1M-$171.0K2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED12,98013,200-220-2%$1.4M$1.1M-$253.3K2026-10-16
Kepler Cheuvreux (Suisse) SA
DECREASED12,95715,497-2,540-16%$1.6M$1.1M-$492.9K2026-10-20
Moody National Bank Trust Division
DECREASED12,91215,244-2,332-15%$1.6M$1.1M-$470.6K2026-10-06
Fifth Third Wealth Advisors LLC
DECREASED12,88913,289-400-3%$1.4M$1.1M-$270.3K2026-10-22
Samalin Investment Counsel, LLC
DECREASED12,79212,860-68-1%$1.3M$1.1M-$234.3K2026-10-23
Elevated Private Wealth, LLC
DECREASED12,68713,423-736-5%$1.4M$1.1M-$301.5K2026-10-15
Badgley Phelps Wealth Managers, LLC
INCREASED12,64712,588+59+0%$1.3M$1.1M-$218.5K2026-10-22
Mather Group, Llc.
INCREASED12,57510,488+2,087+20%$1.1M$1.1M-$7.5K2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED12,50513,068-563-4%$1.4M$1.1M-$280.3K2026-10-23
China Universal Asset Management Co., Ltd.
DECREASED12,50018,000-5,500-31%$1.9M$1.1M-$773.4K2026-10-28
Nations Financial Group Inc,
INCREASED12,4529,253+3,199+35%$957.2K$1.1M+$109.8K2026-11-05
Cornerstone Wealth Management, LLC
DECREASED12,29312,677-384-3%$1.3M$1.1M-$258.1K2026-11-04
Axxcess Wealth Management, LLC
INCREASED12,25811,997+261+2%$1.2M$1.1M-$190.7K2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED12,13011,077+1,053+10%$1.1M$1.0M-$106.5K2026-10-14
Formidable Asset Management, LLC
INCREASED12,10910,003+2,106+21%$718.4K$1.3M+$534.3K2026-11-03
Visionary Wealth Advisors
INCREASED12,09811,986+112+1%$1.2M$1.0M-$203.2K2026-11-04
Waters Parkerson & Co., LLC
INCREASED12,07011,403+667+6%$1.2M$1.0M-$145.4K2026-11-04
Ascentis Independent Advisors
INCREASED12,00389+11,914+13387%$9.2K$1.0M+$1.0M2026-11-03
PKS Advisory Services, LLC
UNCHANGED11,96611,96600%$1.2M$1.2M$02026-10-26
Cigna Investments Inc
DECREASED11,95012,022-72-1%$1.2M$1.0M-$219.0K2026-10-19
Hanseatic Management Services Inc
INCREASED11,87111,563+308+3%$1.2M$1.0M-$179.0K2026-10-27
Patton Albertson Miller Group, LLC
UNCHANGED11,83111,83100%$1.2M$1.0M-$210.1K2026-10-26
ProVise Management Group, LLC
DECREASED11,81212,741-929-7%$1.3M$1.0M-$305.9K2026-11-06
Koshinski Asset Management, Inc.
INCREASED11,80911,173+636+6%$1.2M$1.0M-$143.9K2026-10-29
Forza Wealth Management, LLC
INCREASED11,79210,914+878+8%$1.1M$1.0M-$118.6K2026-10-20
Granite Islands Private Wealth, LLC
INCREASED11,7694,130+7,639+185%$425.6K$1.0M+$582.6K2026-10-16
Cohen Klingenstein LLC
UNCHANGED11,70011,70000%$1.2M$1.0M-$207.8K2026-10-15
Baker Tilly Wealth Management, LLC
DECREASED11,64412,135-491-4%$1.3M$997.8K-$257.5K2026-10-05
OpenArc Corporate Advisory, LLC
INCREASED11,58611,120+466+4%$1.2M$992.8K-$157.5K2026-10-21
TCI Wealth Advisors, Inc.
DECREASED11,56212,053-491-4%$1.2M$990.8K-$256.1K2026-10-30
Bailard, Inc.
INCREASED11,53211,520+12+0%$1.2M$988.2K-$203.6K2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED11,50011,50000%$1.2M$1.2M$02026-10-15
Montag A & Associates Inc
INCREASED11,48311,418+65+1%$1.2M$984.0K-$197.3K2026-10-29
IFP Advisors, Inc
INCREASED11,4269,638+1,788+19%$997.1K$979.1K-$18.0K2026-10-16
Soltis Investment Advisors LLC
INCREASED11,3586,619+4,739+72%$684.7K$973.3K+$288.5K2026-10-28
Meridian Wealth Management, LLC
DECREASED11,32811,604-276-2%$1.2M$970.7K-$229.7K2026-11-05
M&G Plc
DECREASED11,10617,469-6,363-36%$1.8M$955.1K-$844.2K2026-11-04
Globalt Investments LLC / GA
DECREASED11,05311,081-280%$1.1M$947.1K-$199.2K2026-10-27
GC Wealth Management RIA, LLC
INCREASED11,0379,419+1,618+17%$974.4K$945.8K-$28.6K2026-11-02
InvesTrust
DECREASED10,97213,370-2,398-18%$1.4M$940.2K-$442.9K2026-10-14
JB Capital LLC
DECREASED10,94711,814-867-7%$1.2M$938.1K-$284.1K2026-10-19
Central Trust Co
DECREASED10,93911,554-615-5%$1.2M$937.4K-$257.9K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED10,9232,525+8,398+333%$261.7K$936.0K+$674.3K2026-10-13
Victory Financial Group, LLC
NEW10,838—+10,838——$928.7K—2026-10-27
Chicago Trust Co NA
INCREASED10,8296,800+4,029+59%$703.5K$927.9K+$224.5K2026-10-28
Private Trust Co NA
INCREASED10,76110,047+714+7%$1.0M$922.1K-$117.3K2026-10-20
Larson Financial Group LLC
INCREASED10,7468,700+2,046+24%$900.1K$920.9K+$20.8K2026-11-05
Persium Advisors, LLC
INCREASED10,72810,547+181+2%$1.1M$919.3K-$171.8K2026-10-07
CX Institutional
DECREASED10,693100,656-89,963-89%$10.4M$916-$10.4M2026-10-02
Ascent Group, LLC
DECREASED10,62311,879-1,256-11%$1.2M$910.3K-$318.6K2026-10-30
FSM Wealth Advisors, LLC
DECREASED10,55311,184-631-6%$1.2M$926.5K-$230.5K2026-10-27
Investors Asset Management of Georgia Inc
DECREASED10,52511,734-1,209-10%$1.2M$901.9K-$312.0K2026-10-20
Greenwood Capital Associates LLC
DECREASED10,51010,544-340%$1.1M$900.6K-$190.2K2026-10-27
Alliance Private Wealth, LLC
DECREASED10,48811,263-775-7%$1.2M$898.7K-$266.4K2026-10-20
Venture Visionary Partners LLC
INCREASED10,46510,185+280+3%$1.1M$896.8K-$156.9K2026-10-07
Prime Capital Investment Advisors, LLC
DECREASED10,45612,319-1,863-15%$1.3M$896.0K-$378.4K2026-10-20
Investment House LLC
INCREASED10,3918,888+1,503+17%$919.5K$890.4K-$29.1K2026-10-21
First United Bank & Trust
DECREASED10,33710,547-210-2%$1.1M$885.8K-$205.3K2026-10-22
Capital Investment Advisory Services, LLC
DECREASED10,31610,695-379-4%$1.1M$884.5K-$221.9K2026-10-30
Lester Murray Antman dba SimplyRich
DECREASED10,30420,144-9,840-49%$1.1M$883.0K-$182.7K2026-11-06
Eastern Bank
DECREASED10,26710,374-107-1%$1.1M$879.8K-$193.5K2026-10-05
Novem Group
DECREASED10,18110,322-141-1%$1.1M$872.4K-$195.5K2026-10-19
M Holdings Securities, Inc.
NEW10,164—+10,164——$890—2026-11-03
Tsfg, LLC
DECREASED10,13515,006-4,871-32%$1.6M$868.0K-$684.0K2026-10-23
Thrive Capital Management, LLC
INCREASED10,0889,801+287+3%$1.0M$864.5K-$149.5K2026-10-28
Albert D Mason Inc
DECREASED10,04910,076-270%$1.0M$861.1K-$181.3K2026-10-27
Curat Global, LLC
INCREASED10,0204,449+5,571+125%$638.3K$858.6K+$220.3K2026-10-26
Hartford Financial Management Inc.
DECREASED10,00610,096-90-1%$1.0M$857.4K-$187.0K2026-10-21
Canal Insurance Co
UNCHANGED10,00010,00000%$1.0M$857.0K-$178.0K2026-10-20
Atlantic Edge Private Wealth Management, LLC
INCREASED9,9859,335+650+7%$965.7K$855.6K-$110.1K2026-10-20
Avestar Capital, LLC
DECREASED9,96011,285-1,325-12%$1.2M$853.5K-$313.9K2026-10-28
Boltwood Capital Management
INCREASED9,8779,407+470+5%$973.2K$846.4K-$126.8K2026-10-02
Machina Capital S.A.S.
NEW9,870—+9,870——$845.8K—2026-11-05
MeadowBrook Investment Advisors LLC
DECREASED9,8699,874-50%$1.0M$932.4K-$89.0K2026-10-29
Versant Capital Management, Inc
INCREASED9,8609,645+215+2%$997.8K$844.9K-$152.9K2026-10-02
Pflug Koory, LLC
DECREASED9,6939,843-150-2%$1.0M$830.6K-$187.7K2026-10-26
Newman Dignan & Sheerar, Inc.
DECREASED9,63410,424-790-8%$1.1M$825.6K-$252.8K2026-10-21
Cache Advisors, LLC
NEW9,579—+9,579——$820.8K—2026-10-16
Harrell Investment Partners, LLC
DECREASED9,5239,542-190%$987.1K$816.1K-$171.0K2026-10-15
Indivisible Partners
INCREASED9,5157,985+1,530+19%$826.0K$815.3K-$10.7K2026-10-26
United Asset Strategies, Inc.
INCREASED9,4259,057+368+4%$936.9K$807.7K-$129.3K2026-10-28
Byrne Asset Management LLC
INCREASED9,3759,350+25+0%$967.3K$798.8K-$168.5K2026-10-06
Howard Capital Management, LLC
DECREASED9,3629,464-102-1%$979.1K$802.2K-$176.8K2026-10-16
Family Legacy, Inc.
DECREASED9,3579,377-200%$970.0K$801.8K-$168.2K2026-10-13
Cove Private Wealth, LLC
INCREASED9,3579,352+5+0%$967.5K$801.8K-$165.7K2026-10-28
Patriot Financial Group Insurance Agency, LLC
DECREASED9,31214,881-5,569-37%$1.5M$797.9K-$740.9K2026-10-14
Provident Living Financial Services, Inc.
DECREASED9,3029,699-397-4%$1.0M$839.5K-$163.9K2026-11-03
Calamos Wealth Management LLC
INCREASED9,2857,787+1,498+19%$805.6K$795.6K-$9.9K2026-11-02
Symmetry Partners, LLC
DECREASED9,2449,463-219-2%$978.9K$792.1K-$186.8K2026-10-27
Smith Salley Wealth Management
INCREASED9,2038,982+221+2%$929.2K$788.6K-$140.6K2026-11-03
Alta Advisers Ltd
INCREASED9,1375,012+4,125+82%$518.5K$783.0K+$264.5K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED9,1318,632+499+6%$893.0K$782.4K-$110.5K2026-10-21
Eads & Heald Wealth Management
DECREASED9,1309,175-450%$949.2K$782.4K-$166.8K2026-10-29
Morey & Quinn Wealth Partners, LLC
DECREASED9,0369,192-156-2%$950.9K$774.3K-$176.6K2026-10-28
Wellington Shields & Co., LLC
DECREASED9,00016,149-7,149-44%$1.7M$771.2K-$899.4K2026-11-03
Wellington Shields Capital Management, LLC
DECREASED9,00015,461-6,461-42%$1.6M$771.2K-$828.3K2026-11-03
Capital Management Associates
UNCHANGED9,0009,00000%$931.1K$771.2K-$159.8K2026-11-03
Peoples Bank
UNCHANGED8,9858,98500%$929.5K$769.9K-$159.6K2026-10-09
Washington Trust Co
DECREASED8,9649,234-270-3%$955.2K$768.2K-$187.1K2026-10-22
Meridian Investment Counsel Inc.
DECREASED8,9459,195-250-3%$951.2K$766.5K-$184.7K2026-10-14
Weatherly Asset Management L. P.
DECREASED8,88010,150-1,270-13%$1.1M$761.0K-$289.1K2026-10-20
Princeton Global Asset Management LLC
INCREASED8,875606+8,269+1365%$62.7K$760.5K+$697.8K2026-10-21
SVB Wealth LLC
DECREASED8,80210,523-1,721-16%$1.1M$754.3K-$334.3K2026-11-06
Brown Wealth Management, LLC
DECREASED8,7938,917-124-1%$922.5K$753.5K-$169.0K2026-10-20
Procyon Advisors, LLC
DECREASED8,7679,011-244-3%$932.2K$751.3K-$180.9K2026-10-21
Perpetual Ltd
DECREASED8,6339,357-724-8%$968.0K$739.8K-$228.2K2026-10-13
State of Wyoming
INCREASED8,6192,481+6,138+247%$256.7K$738.6K+$481.9K2026-10-28
Key Client Fiduciary Advisors, LLC
INCREASED8,5968,454+142+2%$874.6K$736.6K-$138.0K2026-10-19
Everett Harris & Co
DECREASED8,5608,693-133-2%$899.3K$733.5K-$165.8K2026-10-28
Turtle Creek Wealth Advisors, LLC
INCREASED8,5587,795+763+10%$806.4K$733.3K-$73.1K2026-10-15
Generali Investments, Management Co LLC
DECREASED8,5129,330-818-9%$965.2K$729.4K-$235.8K2026-10-19
Lanark Financial, Inc.
INCREASED8,5068,196+310+4%$848.0K$728.9K-$119.1K2026-10-26
Triangle Securities Wealth Management
DECREASED8,4978,559-62-1%$885.4K$728.1K-$157.3K2026-10-14
MTM Investment Management, LLC
DECREASED8,4838,969-486-5%$927.8K$726.9K-$200.9K2026-10-30
Personal CFO Solutions, LLC
DECREASED8,45710,757-2,300-21%$1.1M$724.7K-$388.1K2026-11-06
Benin Management Corp
UNCHANGED8,3378,33700%$862.5K$714.4K-$148.1K2026-10-22
Silverlake Wealth Management LLC
INCREASED8,3308,159+171+2%$844.1K$713.8K-$130.3K2026-10-21
Herold Advisors, Inc.
INCREASED8,3258,322+3+0%$864.0K$713.3K-$150.7K2026-10-19
MCF Advisors LLC
DECREASED8,2428,375-133-2%$866.4K$706.3K-$160.1K2026-10-28
Heritage Investors Management Corp
DECREASED8,2288,438-210-2%$873.0K$705.0K-$168.0K2026-10-29
Apella Capital, LLC
INCREASED8,2096,940+1,269+18%$724.1K$722.0K-$2.1K2026-10-08
Net Worth Advisory Group
DECREASED8,1979,526-1,329-14%$985.5K$698.4K-$287.1K2026-10-20
Certuity, LLC
INCREASED8,1857,213+972+13%$746.2K$701.3K-$44.8K2026-11-02
Essex LLC
DECREASED8,1728,183-110%$846.6K$700.3K-$146.3K2026-10-14
ARS Wealth Advisors Group, LLC
INCREASED8,1588,050+108+1%$832.8K$699.0K-$133.8K2026-10-16
Greenfield Savings Bank
DECREASED8,1568,470-314-4%$876.2K$698.9K-$177.3K2026-10-07
Avidian Wealth Enterprises, LLC
INCREASED8,1487,300+848+12%$755.1K$698.2K-$56.9K2026-10-08
Moneco Advisors, LLC
INCREASED8,1237,778+345+4%$804.7K$696.0K-$108.6K2026-11-05
Supplemental Annuity Collective Trust of NJ
DECREASED8,0928,184-92-1%$846.6K$693.4K-$153.2K2026-11-02
Stableford Capital II LLC
NEW8,015—+8,015——$686.8K—2026-10-09
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED8,0008,00000%$827.6K$685.5K-$142.1K2026-11-06
ASO Group Ltd
UNCHANGED8,0008,00000%$828.0K$686.0K-$142.0K2026-11-05
Focus Financial Network, Inc.
INCREASED7,9287,774+154+2%$804.2K$679.3K-$124.9K2026-10-14
71 West Capital Partners
INCREASED7,9197,153+766+11%$740.0K$678.6K-$61.4K2026-11-04
Grant Private Wealth Management Inc
NEW7,908—+7,908——$677.6K—2026-10-19
Rothwell Investment Advisors, LLC
NEW7,853—+7,853——$672.9K—2026-11-06
Summit Financial Wealth Advisors, LLC
UNCHANGED7,8157,81500%$808.5K$669.7K-$138.8K2026-10-15
Jefferies Financial Group Inc.
DECREASED7,81441,017-33,203-81%$4.2M$669.6K-$3.6M2026-11-05
Centennial Wealth Advisory LLC
INCREASED7,6427,391+251+3%$764.6K$654.9K-$109.7K2026-10-16
Gryphon Financial Partners LLC
INCREASED7,5506,586+964+15%$681.3K$646.9K-$34.4K2026-11-04
V-Square Quantitative Management LLC
INCREASED7,4916,110+1,381+23%$632.1K$641.9K+$9.8K2026-10-15
BCU Wealth Advisors, LLC
DECREASED7,4727,753-281-4%$802.1K$640.3K-$161.8K2026-10-16
Burns Matteson Capital Management, LLC
DECREASED7,4578,131-674-8%$841.2K$639.0K-$202.2K2026-10-16
Davidson Trust Co
UNCHANGED7,4217,42100%$767.7K$635.9K-$131.8K2026-10-09
Riggs Asset Managment Co. Inc.
UNCHANGED7,3767,37600%$763.0K$632.0K-$131.0K2026-11-05
Verdence Capital Advisors LLC
INCREASED7,3707,202+168+2%$745.1K$631.5K-$113.5K2026-10-26
RFG Advisory, LLC
DECREASED7,3659,525-2,160-23%$985.4K$631.1K-$354.3K2026-11-03
Summit Global Investments
INCREASED7,3423,452+3,890+113%$357.0K$629.0K+$272.0K2026-10-28
Everhart Financial Group, Inc.
INCREASED7,3337,282+51+1%$753.3K$628.4K-$125.0K2026-10-08
TSG Advice Partners, LLC
NEW7,324—+7,324——$757.7K—2026-10-29
Grimes & Co Wealth Management, LLC
DECREASED7,3217,354-330%$760.8K$627.3K-$133.5K2026-10-29
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED7,2907,29000%$754.2K$624.7K-$129.5K2026-11-03
CWA Asset Management Group, LLC
DECREASED7,2807,424-144-2%$768.0K$623.9K-$144.1K2026-10-19
Shepherd Street Advisors LLC
INCREASED7,2295,748+1,481+26%$608.8K$622.9K+$14.1K2026-10-21
Mindset Wealth Management, LLC
INCREASED7,2037,202+1+0%$745.0K$617.2K-$127.8K2026-10-19
Jmac Enterprises LLC
INCREASED7,2004,800+2,400+50%$496.6K$617.0K+$120.4K2026-10-30
Mengis Capital Management, Inc.
DECREASED7,19413,294-6,100-46%$1.4M$616.5K-$758.8K2026-10-13
Elyxium Wealth, LLC
DECREASED7,1927,444-252-3%$770.1K$616.3K-$153.8K2026-10-27
Aprio Wealth Management, LLC
DECREASED7,1587,284-126-2%$753.5K$613.4K-$140.1K2026-10-28
Arvest Investments, Inc.
INCREASED7,1007,091+9+0%$733.6K$608.4K-$125.2K2026-10-21
Narwhal Capital Management
INCREASED7,0816,646+435+7%$687.5K$606.8K-$80.8K2026-11-04
Annex Advisory Services, LLC
INCREASED7,0716,867+204+3%$710.4K$605.9K-$104.5K2026-10-16
Virtue Capital Management, LLC
INCREASED6,8996,822+77+1%$705.7K$591.1K-$114.6K2026-10-29
Williams Financial, LLC
UNCHANGED6,8956,89500%$713.3K$590.8K-$122.4K2026-10-19
Accurate Wealth Management, LLC
INCREASED6,8595,081+1,778+35%$529.1K$600.5K+$71.3K2026-10-20
Diligent Investors, LLC
DECREASED6,7867,747-961-12%$801.4K$581.5K-$219.9K2026-10-21
Quantum Financial Advisors, LLC
INCREASED6,7826,493+289+4%$671.7K$581.2K-$90.5K2026-11-03
First Nebraska Trust Co
UNCHANGED6,6876,68700%$691.8K$573.0K-$118.8K2026-10-30
Sanders Morris Harris LLC
NEW6,674—+6,674——$575.8K—2026-10-14
Deseret Mutual Benefit Administrators
DECREASED6,6327,245-613-8%$749.5K$568.3K-$181.2K2026-11-04
Revolve Wealth Partners, LLC
DECREASED6,5917,093-502-7%$733.7K$564.8K-$169.0K2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED6,5136,584-71-1%$681.1K$558.1K-$123.0K2026-10-16
Marino, Stram & Associates LLC
DECREASED6,4646,477-130%$670.0K$553.9K-$116.1K2026-10-22
Cornerstone Wealth Group, LLC
DECREASED6,4526,615-163-2%$684.3K$552.9K-$131.4K2026-11-02
Wealth Effects LLC
INCREASED6,4236,417+6+0%$663.8K$550.4K-$113.5K2026-10-23
FNY Investment Advisers, LLC
NEW6,400—+6,400——$548.0K—2026-10-16
Boston Trust Walden Corp
DECREASED6,3786,458-80-1%$668.1K$546.5K-$121.5K2026-10-30
Vaughan & Co Securities, Inc.
DECREASED6,3147,948-1,634-21%$822.2K$541.0K-$281.2K2026-10-23
M.E. Allison & Co., Inc.
UNCHANGED6,2706,27000%$648.6K$537.3K-$111.4K2026-10-09
Goelzer Investment Management, Inc.
DECREASED6,2266,575-349-5%$680.2K$533.5K-$146.7K2026-10-16
Oakworth Capital, Inc.
INCREASED6,2236,188+35+1%$646.1K$533.3K-$112.8K2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED6,1754,786+1,389+29%$495.2K$529.1K+$34.0K2026-10-16
Matrix Asset Advisors Inc
UNCHANGED6,1756,17500%$638.8K$529.1K-$109.7K2026-10-13
S-Bank Fund Management Ltd
INCREASED6,1665,866+300+5%$606.8K$528.4K-$78.5K2026-11-06
Charles Schwab Trust Co
DECREASED6,1106,174-64-1%$638.7K$523.6K-$115.1K2026-10-15
Focused Alpha, LLC
DECREASED6,08712,923-6,836-53%$1.3M$521.6K-$815.4K2026-10-20
VestGen Advisors, LLC
DECREASED6,0868,327-2,241-27%$861.5K$521.5K-$340.0K2026-10-27
Olympiad Research LP
NEW6,020—+6,020——$515.9K—2026-11-04
Trust Point Inc.
INCREASED6,0075,909+98+2%$611.3K$514.7K-$96.5K2026-10-27
Glenview Trust Co
DECREASED5,9836,463-480-7%$668.6K$512.7K-$155.9K2026-10-28
Naples Global Advisors, LLC
DECREASED5,9696,289-320-5%$650.5K$511.5K-$139.0K2026-11-05
Rahlfs Capital, LLC
UNCHANGED5,9305,93000%$613.5K$508.1K-$105.3K2026-10-23
Catalyst Financial Partners LLC
INCREASED5,8965,760+136+2%$595.9K$505.2K-$90.6K2026-11-06
Partners in Financial Planning
UNCHANGED5,8885,88800%$609.1K$504.5K-$104.6K2026-11-06
Money Concepts Capital Corp
DECREASED5,8765,914-38-1%$611.8K$503.5K-$108.3K2026-11-06
Root Financial Partners, LLC
INCREASED5,7905,374+416+8%$555.9K$496.1K-$59.8K2026-10-21
SeaCrest Wealth Management, LLC
INCREASED5,7905,765+25+0%$596.4K$496.1K-$100.3K2026-10-21
Platform Technology Partners
INCREASED5,7705,665+105+2%$586.1K$494.4K-$91.7K2026-11-02
North Forty Two & Co.
UNCHANGED5,7685,76800%$596.7K$494.3K-$102.4K2026-10-19
Facet Wealth, Inc.
INCREASED5,7594,110+1,649+40%$425.2K$493.5K+$68.3K2026-11-04
Resonant Capital Advisors, LLC
DECREASED5,7426,237-495-8%$645.2K$492.0K-$153.2K2026-10-15
Cullen Investment Group, Ltd.
DECREASED5,7357,112-1,377-19%$735.7K$503.1K-$232.5K2026-10-13
Outlook Wealth Advisors, LLC
DECREASED5,7165,966-250-4%$617.2K$489.8K-$127.4K2026-10-28
Busey Bank
INCREASED5,7115,702+9+0%$589.9K$489.4K-$100.5K2026-10-26
Larry Mathis Financial Planning, LLC
DECREASED5,7096,044-335-6%$625.3K$489.2K-$136.0K2026-10-26
Worth Financial Advisory Group, LLC
DECREASED5,6385,870-232-4%$607.3K$483.1K-$124.1K2026-10-19
Beacon Financial Group
INCREASED5,5895,262+327+6%$544.3K$478.9K-$65.4K2026-10-19
Value Investment Professionals, LLC
DECREASED5,5795,778-199-3%$597.7K$478.0K-$119.7K2026-10-13
15 Wealth Advisors LLC
NEW5,556—+5,556——$476.1K—2026-10-14
Rockland Trust Co
INCREASED5,4545,450+4+0%$563.8K$467.4K-$96.5K2026-10-05
Atlas Brown,Inc.
INCREASED5,4185,386+32+1%$557.1K$464.3K-$92.9K2026-10-09
Bull Street Advisors, LLC
UNCHANGED5,3885,38800%$557.0K$462.0K-$95.0K2026-10-20
Interchange Capital Partners, LLC
INCREASED5,3674,886+481+10%$505.5K$459.9K-$45.5K2026-10-28
Total Wealth Planning & Management, Inc.
DECREASED5,3675,467-100-2%$565.5K$459.9K-$105.7K2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED5,3504,969+381+8%$514.0K$458.5K-$55.6K2026-10-23
Souders Financial Advisors
DECREASED5,3335,545-212-4%$573.6K$457.0K-$116.7K2026-11-03
PDS Planning, Inc
DECREASED5,3105,807-497-9%$600.7K$455.0K-$145.7K2026-11-03
Conning Inc.
DECREASED5,2915,379-88-2%$556.5K$453.4K-$103.1K2026-10-27
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED5,2828,482-3,200-38%$877.3K$452.6K-$424.7K2026-10-21
Mccarter Private Wealth Services LLC
DECREASED5,2685,342-74-1%$552.6K$451.4K-$101.2K2026-10-22
Kathmere Capital Management, LLC
INCREASED5,2554,947+308+6%$511.8K$450.3K-$61.4K2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED5,2515,215+36+1%$539.5K$449.9K-$89.5K2026-10-21
Parkside Financial Bank & Trust
INCREASED5,2445,211+33+1%$539.1K$449.4K-$89.7K2026-10-27
Fiduciary Financial Group, LLC
DECREASED5,2345,553-319-6%$574.5K$448.5K-$126.0K2026-10-13
Guardian Partners Inc.
INCREASED5,1964,622+574+12%$478.1K$445.2K-$32.9K2026-10-21
Syverson Strege & Co
INCREASED5,1785,011+167+3%$518.4K$443.7K-$74.7K2026-11-02
MKT Advisors LLC
UNCHANGED5,1755,17500%$539.9K$454.3K-$85.5K2026-10-20
Adirondack Trust Co
DECREASED5,1465,269-123-2%$545.1K$440.9K-$104.1K2026-10-14
Plimoth Trust Co LLC
INCREASED5,1323,993+1,139+29%$413.1K$439.8K+$26.7K2026-10-26
55 North Private Wealth, LLC
INCREASED5,1204,401+719+16%$455.3K$438.7K-$16.6K2026-10-20
Summit Securities Group LLC
INCREASED5,116896+4,220+471%$92.7K$438.4K+$345.7K2026-11-05
Dickmeyer Boyce Financial Management, Inc.
DECREASED5,1065,150-44-1%$532.8K$437.6K-$95.2K2026-10-08
Allen Capital Group, LLC
DECREASED5,0815,542-461-8%$573.3K$435.4K-$137.9K2026-10-27
YHB Investment Advisors, Inc.
DECREASED5,0545,104-50-1%$528.0K$433.1K-$94.9K2026-10-08
WoodTrust Financial Corp
DECREASED5,0505,090-40-1%$522.0K$433.0K-$89.0K2026-10-09
Abacus Planning Group, Inc.
INCREASED5,0505,013+37+1%$518.6K$432.7K-$85.9K2026-11-02
First Horizon Corp
DECREASED5,0395,690-651-11%$588.6K$431.8K-$156.8K2026-10-26
AA Financial Advisors, LLC
INCREASED5,0335,027+6+0%$520.0K$431.3K-$88.8K2026-10-19
Intrua Financial, LLC
INCREASED4,9944,856+138+3%$502.4K$428.0K-$74.4K2026-10-28
Bison Wealth, LLC
DECREASED4,9574,986-29-1%$508.9K$434.9K-$74.0K2026-10-13
First Merchants Corp
UNCHANGED4,9094,90900%$507.8K$420.7K-$87.2K2026-10-15
Diversified Trust Co
DECREASED4,90612,530-7,624-61%$1.3M$420.4K-$875.8K2026-11-06
Sunpointe, LLC
DECREASED4,9054,984-79-2%$515.6K$420.3K-$95.3K2026-10-22
Lantz Financial LLC
INCREASED4,9044,874+30+1%$504.2K$420.2K-$84.0K2026-10-15
Connecticut Wealth Management, LLC
INCREASED4,8563,390+1,466+43%$350.7K$416.1K+$65.4K2026-10-13
Vision Financial Markets LLC
DECREASED4,8505,128-278-5%$532.8K$414.4K-$118.4K2026-10-22
Parcion Private Wealth LLC
INCREASED4,8264,377+449+10%$452.8K$413.5K-$39.3K2026-10-28
Journey Retirement Planning & Investment Management LLC
DECREASED4,8059,264-4,459-48%$958.4K$411.8K-$546.6K2026-10-09
OFI Invest Asset Management
DECREASED4,77976,651-71,872-94%$6.9M$360.5K-$6.6M2026-11-06
Tranquility Partners, LLC
UNCHANGED4,7714,77100%$493.6K$408.8K-$84.7K2026-10-20
Diversified Enterprises, LLC
INCREASED4,7584,315+443+10%$446.4K$407.7K-$38.7K2026-10-19
Southland Equity Partners LLC
INCREASED4,6804,656+24+1%$481.6K$401.1K-$80.6K2026-10-14
USA Financial Formulas
NEW4,679—+4,679——$400.9K—2026-10-16
Sterling Wealth Management, Inc.
DECREASED4,6694,670-10%$483.1K$400.1K-$83.0K2026-10-23
Denver PWM, LLC
UNCHANGED4,6504,65000%$451.8K$398.5K-$53.3K2026-10-22
Mission Wealth Management, LP
DECREASED4,5977,342-2,745-37%$759.6K$393.9K-$365.7K2026-10-15
Bryn Mawr Trust Advisors, LLC
DECREASED4,5684,778-210-4%$494.2K$391.4K-$102.8K2026-11-04
Northeast Investment Management
UNCHANGED4,5644,56400%$472.1K$391.1K-$81.1K2026-10-30
Curated Wealth Partners LLC
NEW4,558—+4,558——$390.6K—2026-10-15
CFS Investment Advisory Services, LLC
DECREASED4,5514,617-66-1%$483.5K$393.3K-$90.1K2026-10-19
Provenance Wealth Advisors, LLC
INCREASED4,5501,148+3,402+296%$118.8K$389.9K+$271.1K2026-10-30
Ariston Services Group
UNCHANGED4,5464,54600%$470.3K$389.5K-$80.7K2026-10-16
Keystone Financial Planning, Inc.
UNCHANGED4,5214,52100%$467.7K$387.4K-$80.3K2026-10-08
North Star Investment Management Corp.
INCREASED4,4844,306+178+4%$445.5K$384.2K-$61.3K2026-10-27
McAdam, LLC
INCREASED4,4794,352+127+3%$450.2K$383.8K-$66.4K2026-10-21
Simon Quick Advisors, LLC
INCREASED4,4623,191+1,271+40%$330.1K$382.3K+$52.2K2026-10-26
Meridian Financial Advisors, LLC
DECREASED4,4204,594-174-4%$475.3K$378.8K-$96.5K2026-10-14
MMA Asset Management LLC
DECREASED4,4154,435-200%$458.8K$378.3K-$80.5K2026-11-02
Compass Ion Advisors, LLC
DECREASED4,3994,408-90%$456.0K$377.0K-$79.1K2026-10-23
Baron Wealth Management LLC
INCREASED4,3503,152+1,198+38%$326.1K$372.7K+$46.6K2026-10-27
Financial & Tax Architects, LLC
INCREASED4,3442,621+1,723+66%$271.2K$372.2K+$101.1K2026-10-15
Southern Financial Group, LLC
DECREASED4,3114,365-54-1%$451.6K$369.4K-$82.2K2026-10-30
Winthrop Advisory Group LLC
INCREASED4,3104,307+3+0%$445.5K$369.3K-$76.2K2026-10-22
Seamount Financial Group Inc
NEW4,290—+4,290——$367.6K—2026-10-21
City Center Advisors, LLC
INCREASED4,2874,175+112+3%$432.0K$367.4K-$64.6K2026-10-08
Clayton Financial Group LLC
UNCHANGED4,2804,28000%$442.8K$366.8K-$76.0K2026-10-13
SmartHarvest Portfolios, LLC
DECREASED4,2764,416-140-3%$456.8K$366.4K-$90.4K2026-10-26
Birchbrook, Inc.
INCREASED4,2684,265+3+0%$441.2K$365.7K-$75.4K2026-10-14
GW Henssler & Associates LTD
DECREASED4,2614,327-66-2%$447.6K$365.1K-$82.5K2026-10-26
Barrett & Company, Inc.
DECREASED4,2544,760-506-11%$492.4K$364.5K-$127.9K2026-10-22
Beverly Hills Private Wealth, LLC
INCREASED4,2443,388+856+25%$350.5K$363.7K+$13.2K2026-11-04
Aviance Capital Partners, LLC
DECREASED4,2394,300-61-1%$444.8K$363.3K-$81.5K2026-10-29
LexAurum Advisors, LLC
DECREASED4,2084,215-70%$436.0K$360.6K-$75.4K2026-10-19
HF Advisory Group, LLC
DECREASED4,1925,288-1,096-21%$547.0K$359.2K-$187.8K2026-10-09
BridgePort Financial Solutions, LLC
INCREASED4,1664,076+90+2%$421.7K$357.0K-$64.7K2026-11-02
Trek Financial, LLC
INCREASED4,1614,069+92+2%$420.9K$356.6K-$64.4K2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED4,1534,092+61+1%$423.3K$355.9K-$67.5K2026-10-13
Quest 10 Wealth Builders, Inc.
INCREASED4,1463,914+232+6%$404.9K$355.3K-$49.6K2026-11-02
Jnba Financial Advisors
INCREASED4,1413,998+143+4%$413.5K$354.9K-$58.7K2026-11-03
Means Investment Co., Inc.
DECREASED4,13011,847-7,717-65%$1.2M$353.9K-$871.7K2026-11-03
Kestra Investment Management, LLC
INCREASED4,1233,845+278+7%$397.8K$353.3K-$44.4K2026-11-04
Waldron Private Wealth LLC
DECREASED4,1164,150-34-1%$429.3K$352.7K-$76.6K2026-11-02
Rossby Financial, LCC
INCREASED4,0482,141+1,907+89%$221.5K$346.9K+$125.4K2026-11-05
Eagle Strategies LLC
INCREASED4,0464,022+24+1%$416.1K$346.7K-$69.4K2026-10-16
Alliance Wealth Advisors, LLC
UNCHANGED4,0054,00500%$414.3K$343.2K-$71.1K2026-10-14
St. Clair Advisors, LLC
UNCHANGED4,0004,00000%$413.8K$342.8K-$71.0K2026-10-13
Optivise Advisory Services LLC
INCREASED3,9983,993+5+0%$413.0K$342.6K-$70.5K2026-10-19
Tompkins Financial Corp
DECREASED3,9904,027-37-1%$416.6K$341.9K-$74.7K2026-10-05
Lesa Sroufe & Co
UNCHANGED3,9653,96500%$410.0K$340.0K-$70.0K2026-10-29
Vicus Capital
INCREASED3,9563,566+390+11%$368.9K$339.0K-$29.9K2026-11-05
Pines Wealth Management, LLC
DECREASED3,9154,906-991-20%$507.6K$335.5K-$172.1K2026-10-21
Fell Capital Management
UNCHANGED3,9003,90000%$403.5K$334.2K-$69.3K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,8944,226-332-8%$437.2K$333.7K-$103.5K2026-10-14
Luken Investment Analytics, LLC
UNCHANGED3,8813,88100%$401.5K$332.6K-$68.9K2026-11-06
Pine Haven Investment Counsel, Inc
DECREASED3,8614,261-400-9%$440.8K$330.8K-$110.0K2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED3,8564,125-269-7%$426.7K$330.4K-$96.3K2026-11-02
SYM Financial Corp
INCREASED3,8403,682+158+4%$380.9K$329.0K-$51.9K2026-10-26
American State Bank (Iowa)
INCREASED3,8343,501+333+10%$362.2K$328.5K-$33.6K2026-11-03
Compass Wealth Management LLC
UNCHANGED3,8343,83400%$396.6K$328.5K-$68.1K2026-10-22
Lyell Wealth Management, LP
INCREASED3,8163,512+304+9%$363.3K$327.0K-$36.3K2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED3,8044,135-331-8%$427.8K$326.0K-$101.8K2026-10-05
Landaas & Co
UNCHANGED3,7943,79400%$392.5K$325.1K-$67.4K2026-10-29
Alamar Capital Management, LLC
UNCHANGED3,7843,78400%$391.5K$324.3K-$67.2K2026-11-02
Income Insurance Ltd
UNCHANGED3,7583,75800%$388.8K$322.0K-$66.7K2026-10-21
Marion Wealth Management
INCREASED3,7382,045+1,693+83%$211.6K$320.3K+$108.8K2026-10-22
WealthBridge Capital Management, LLC
INCREASED3,7213,690+31+1%$381.7K$318.9K-$62.9K2026-10-16
Fulcrum Capital LLC
INCREASED3,7163,285+431+13%$339.8K$318.4K-$21.4K2026-10-15
Quadcap Wealth Management, LLC
INCREASED3,7042,993+711+24%$309.6K$317.4K+$7.8K2026-11-02
Decision Investments, Inc
UNCHANGED3,7043,70400%$383.2K$317.4K-$65.8K2026-10-07
Fragasso Financial Advisors Inc
INCREASED3,6962,290+1,406+61%$236.9K$318.4K+$81.5K2026-10-13
Crescent Grove Advisors, LLC
UNCHANGED3,6763,67600%$380.3K$315.0K-$65.3K2026-10-21
Cromwell Holdings LLC
DECREASED3,6753,928-253-6%$406.4K$314.9K-$91.4K2026-10-28
Tortuga Wealth Management, Inc
DECREASED3,6703,966-296-7%$410.3K$314.8K-$95.5K2026-10-27
Triad Wealth Partners, LLC
DECREASED3,6513,671-20-1%$386.8K$312.8K-$74.0K2026-10-26
Endeavor Private Wealth, Inc.
INCREASED3,6423,197+445+14%$330.7K$312.1K-$18.6K2026-11-05
International Private Wealth Advisors LLC
DECREASED3,6353,710-75-2%$383.8K$311.5K-$72.3K2026-11-05
Brown Miller Wealth Management, LLC
UNCHANGED3,6313,63100%$375.7K$311.2K-$64.5K2026-11-02
Defined Wealth Management, LLC
INCREASED3,6263,620+6+0%$374.5K$310.7K-$63.8K2026-10-19
Leo Wealth, LLC
NEW3,625—+3,625——$310.6K—2026-10-26
Joel Isaacson & Co., LLC
INCREASED3,6203,425+195+6%$354.3K$310.2K-$44.1K2026-11-05
Ascentis Wealth Management, LLC
NEW3,614—+3,614——$309.7K—2026-11-03
Compagnie Lombard Odier SCmA
INCREASED3,6142,932+682+23%$303.3K$309.7K+$6.4K2026-11-04
Swiss RE LTD
INCREASED3,5972,187+1,410+64%$226.2K$308.2K+$82.0K2026-11-06
Community Bank, N.A.
DECREASED3,5754,361-786-18%$451.1K$306.3K-$144.8K2026-11-06
Private Client Services, LLC
NEW3,567—+3,567——$305.7K—2026-10-02
Hoxton Planning & Management, LLC
DECREASED3,5633,687-124-3%$381.4K$305.3K-$76.1K2026-10-15
Avantax Planning Partners, Inc.
DECREASED3,5133,515-20%$363.7K$301.0K-$62.7K2026-11-03
Wealth Architects, LLC
INCREASED3,5022,743+759+28%$283.8K$300.1K+$16.3K2026-11-03
Childress Capital Advisors, LLC
INCREASED3,4973,366+131+4%$348.2K$299.6K-$48.5K2026-10-28
Penobscot Investment Management Company, Inc.
UNCHANGED3,4613,46100%$358.0K$296.6K-$61.5K2026-10-26
Center For Asset Management LLC
INCREASED3,4383,299+139+4%$341.3K$294.7K-$46.6K2026-10-16
Werba Rubin Papier Wealth Management
INCREASED3,4273,090+337+11%$319.7K$293.6K-$26.1K2026-11-06
HBW Advisory Services LLC
INCREASED3,4083,293+115+3%$340.7K$292.1K-$48.6K2026-10-15
Advisor OS, LLC
INCREASED3,4063,393+13+0%$351.0K$291.9K-$59.1K2026-11-03
Thompson Davis & Co., Inc.
UNCHANGED3,4003,40000%$351.7K$291.4K-$60.4K2026-11-05
BCS Wealth Management
UNCHANGED3,3983,39800%$351.5K$291.2K-$60.3K2026-11-03
CoreCap Advisors, LLC
DECREASED3,3863,481-95-3%$360.1K$290.2K-$69.9K2026-10-08
Richwood Investment Advisors, LLC
DECREASED3,3833,408-25-1%$352.6K$289.9K-$62.7K2026-10-30
Reflection Asset Management
UNCHANGED3,3833,38300%$350.0K$289.9K-$60.1K2026-10-28
Ellis Investment Partners, LLC
INCREASED3,3673,293+74+2%$340.7K$288.6K-$52.2K2026-10-21
First City Capital Management, Inc.
UNCHANGED3,3663,36600%$348.2K$288.4K-$59.8K2026-10-27
Kendall Capital Management
INCREASED3,3623,310+52+2%$342.4K$288.1K-$54.3K2026-10-23
AGH Wealth Advisors, LLC
DECREASED3,3443,451-107-3%$357.0K$286.5K-$70.5K2026-10-26
Key FInancial Inc
INCREASED3,3423,332+10+0%$344.7K$286.4K-$58.3K2026-11-02
Paradigm Asset Management Co LLC
UNCHANGED3,3003,30000%$341.4K$282.8K-$58.6K2026-11-05
Orange Investment Advisors, Inc.
DECREASED3,2843,434-150-4%$355.3K$281.4K-$73.8K2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED3,2733,684-411-11%$398.2K$310.1K-$88.1K2026-10-21
Guyasuta Investment Advisors Inc
DECREASED3,2723,364-92-3%$348.0K$280.4K-$67.6K2026-10-15
First Interstate Bank
UNCHANGED3,2383,23800%$335.0K$277.5K-$57.5K2026-10-23
Manchester Capital Management LLC
DECREASED3,2373,330-93-3%$344.5K$277.4K-$67.1K2026-10-22
Eagle Wealth Strategies LLC
DECREASED3,2313,288-57-2%$340.1K$276.8K-$63.3K2026-10-20
Plan Group Financial, LLC
DECREASED3,2204,165-945-23%$430.8K$305.1K-$125.7K2026-10-22
GAM Holding AG
UNCHANGED3,2143,21400%$332.5K$275.4K-$57.1K2026-11-03
JGP Wealth Management, LLC
DECREASED3,2083,212-40%$332.3K$274.9K-$57.4K2026-10-13
Torrey Growth & Income Advisors
INCREASED3,2003,100+100+3%$321.9K$274.2K-$47.7K2026-11-04
Legacy Advisors, LLC
INCREASED3,1773,140+37+1%$324.8K$272.2K-$52.6K2026-10-19
Asset Planning,Inc
UNCHANGED3,1773,17700%$328.7K$272.2K-$56.4K2026-10-26
Peddock Capital Advisors, LLC
INCREASED3,1583,154+4+0%$326.3K$270.6K-$55.7K2026-10-16
Somerset Trust Co
INCREASED3,1563,109+47+2%$321.6K$270.4K-$51.2K2026-10-13
Great Point Wealth Advisors, LLC
INCREASED3,1513,112+39+1%$321.9K$270.0K-$51.9K2026-10-15
Beese Fulmer Investment Management, Inc.
INCREASED3,1452,076+1,069+51%$214.8K$269.5K+$54.7K2026-10-23
First Bancorp, Inc
UNCHANGED3,1103,11000%$321.7K$266.5K-$55.2K2026-10-26
First Affirmative Financial Network
NEW3,099—+3,099——$265.6K—2026-10-21
Sentinel Trust Co LBA
UNCHANGED3,0953,09500%$320.0K$265.0K-$55.0K2026-11-03
Register Financial Advisors LLC
DECREASED3,0803,476-396-11%$359.6K$264.0K-$95.7K2026-10-23
Texas Bank & Trust Co
UNCHANGED3,0623,06200%$316.8K$262.4K-$54.4K2026-11-04
Ipswich Investment Management Co., Inc.
UNCHANGED3,0393,03900%$314.4K$260.4K-$54.0K2026-10-13
1620 Investment Advisors, Inc.
INCREASED3,0212,857+164+6%$295.6K$258.9K-$36.7K2026-11-04
Windsor Capital Management, LLC
UNCHANGED3,0103,01000%$311.4K$257.9K-$53.5K2026-10-13
Secure Asset Management, LLC
INCREASED3,0092,942+67+2%$304.3K$257.9K-$46.5K2026-10-19
Lighthouse Financial LLC
INCREASED3,0042,979+25+1%$308.2K$257.4K-$50.8K2026-10-23
Shade Tree Advisors LLC
NEW3,000—+3,000——$257.1K—2026-10-22
Lincoln Capital Corp
UNCHANGED3,0003,00000%$310.4K$257.1K-$53.3K2026-10-13
American National Bank of Texas
UNCHANGED3,0003,00000%$310.4K$257.1K-$53.3K2026-10-07
Ignite Planners, LLC
INCREASED2,9792,968+11+0%$307.0K$255.3K-$51.8K2026-10-14
Blue Capital, Inc.
DECREASED2,9705,819-2,849-49%$602.0K$254.5K-$347.5K2026-10-13
Anchyra Partners LLC
DECREASED2,9433,458-515-15%$357.7K$252.2K-$105.5K2026-10-13
Lawood & Co
DECREASED2,9403,095-155-5%$320.2K$251.9K-$68.3K2026-10-09
Moss Adams Wealth Advisors LLC
DECREASED2,9323,792-860-23%$392.3K$251.2K-$141.1K2026-10-28
SBI Securities Co., Ltd.
DECREASED2,9322,935-30%$303.6K$251.2K-$52.4K2026-10-22
Sound Income Strategies, LLC
DECREASED2,9103,106-196-6%$321.4K$255.5K-$65.8K2026-10-09
Traphagen Investment Advisors LLC
INCREASED2,9062,904+2+0%$300.4K$249.0K-$51.4K2026-10-14
Sentry LLC
DECREASED2,9043,239-335-10%$335.1K$248.8K-$86.2K2026-10-30
Middleton & Co Inc
UNCHANGED2,9002,90000%$300.0K$248.5K-$51.5K2026-10-23
Genesis Private Wealth, LLC
DECREASED2,8752,905-30-1%$300.6K$246.4K-$54.2K2026-11-02
HCR Wealth Advisors
INCREASED2,8732,498+375+15%$258.4K$246.2K-$12.2K2026-10-15
Carson Advisory Inc.
DECREASED2,8673,617-750-21%$374.2K$245.7K-$128.5K2026-11-06
Clifford Swan Investment Counsel LLC
UNCHANGED2,8612,86100%$295.9K$245.1K-$50.8K2026-11-05
Next Level Private LLC
INCREASED2,8582,645+213+8%$273.6K$244.9K-$28.7K2026-10-20
Cypress Wealth Services, LLC
DECREASED2,8512,885-34-1%$298.4K$246.4K-$52.0K2026-10-21
Alpha Family Trust
UNCHANGED2,8402,84000%$293.8K$293.8K$02026-11-04
Gradient Investments LLC
NEW2,812—+2,812——$240.9K—2026-10-08
Cooper Financial Group
INCREASED2,8082,492+316+13%$257.8K$240.6K-$17.2K2026-10-07
Beacon Bank & Trust
UNCHANGED2,7972,79700%$289.3K$239.7K-$49.7K2026-10-27
Keudell ison Wealth Management
INCREASED2,7912,683+108+4%$277.6K$239.2K-$38.4K2026-10-16
DT Investment Partners, LLC
UNCHANGED2,7772,77700%$287.3K$238.0K-$49.3K2026-10-27
Rose Capital Advisors LLC
NEW2,761—+2,761——$236.6K—2026-11-04
JFS Wealth Advisors, LLC
DECREASED2,7572,759-20%$285.4K$236.3K-$49.1K2026-11-03
MQS Management LLC
NEW2,746—+2,746——$235.3K—2026-11-06
Sutton Place Investors LLC
UNCHANGED2,7362,73600%$283.0K$234.4K-$48.6K2026-10-20
WBI Investments, LLC
INCREASED2,7212,174+547+25%$224.9K$233.2K+$8.3K2026-11-05
Angeles Wealth Management, LLC
DECREASED2,7073,443-736-21%$356.2K$232.0K-$124.2K2026-10-26
Opal Wealth Advisors, LLC
DECREASED2,6703,379-709-21%$349.6K$228.8K-$120.8K2026-10-16
Blackston Financial Advisory Group, LLC
DECREASED2,6702,867-197-7%$296.6K$228.8K-$67.8K2026-11-04
Nixon Peabody Trust Co
INCREASED2,6632,588+75+3%$267.7K$228.2K-$39.5K2026-10-23
Midland Wealth Advisors, LLC
INCREASED2,6542,231+423+19%$230.8K$227.4K-$3.4K2026-10-26
Bullock Wealth Management Group
INCREASED2,6522,643+9+0%$277.0K$226.0K-$51.0K2026-10-09
Regatta Capital Group, LLC
INCREASED2,6492,460+189+8%$254.5K$227.0K-$27.5K2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED2,6374,262-1,625-38%$440.9K$226.0K-$214.9K2026-10-29
Occidental Asset Management, LLC
INCREASED2,6202,524+96+4%$261.1K$224.5K-$36.6K2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED2,6182,511+107+4%$259.7K$224.3K-$35.4K2026-11-04
LeConte Wealth Management, LLC
INCREASED2,6171,996+621+31%$206.5K$224.3K+$17.8K2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED2,6122,803-191-7%$289.9K$227.3K-$62.6K2026-10-09
MBL Wealth, LLC
DECREASED2,6102,839-229-8%$293.7K$223.7K-$70.0K2026-10-22
BAR Harbor Wealth Management
DECREASED2,6102,650-40-2%$274.1K$223.7K-$50.5K2026-10-21
GK Wealth Management LLC
DECREASED2,6042,964-360-12%$306.7K$223.2K-$83.5K2026-10-09
Regent Peak Wealth Advisors LLC
INCREASED2,5962,446+150+6%$253.0K$222.5K-$30.6K2026-10-13
Chapin Davis, Inc.
DECREASED2,5942,642-48-2%$273.3K$222.3K-$51.0K2026-10-09
Abel Hall, LLC
DECREASED2,5932,886-293-10%$298.6K$222.2K-$76.4K2026-10-19
Sustainable Insight Capital Management, LLC
NEW2,592—+2,592——$222.1K—2026-11-06
BLB&B Advisors, LLC
INCREASED2,5882,426+162+7%$251.0K$221.8K-$29.2K2026-10-27
Palisade Asset Management, LLC
DECREASED2,5722,599-27-1%$268.9K$220.4K-$48.5K2026-11-03
Almanack Investment Partners, Llc.
INCREASED2,5622,081+481+23%$215.2K$219.5K+$4.3K2026-11-03
Kavar Capital Partners Group, LLC
INCREASED2,5622,515+47+2%$260.1K$219.6K-$40.6K2026-11-06
Cape Investment Advisory, Inc.
DECREASED2,5592,895-336-12%$299.5K$219.3K-$80.2K2026-10-13
Paragon Capital Management Ltd
INCREASED2,5482,545+3+0%$263.3K$218.3K-$45.0K2026-10-09
Poinciana Advisors Group, LLC
UNCHANGED2,5432,54300%$263.1K$217.9K-$45.2K2026-11-06
Centerpoint Advisors, LLC
INCREASED2,539200+2,339+1170%$21$218.0K+$218.0K2026-11-05
Tritonpoint Wealth, LLC
INCREASED2,5182,428+90+4%$251.2K$215.8K-$35.4K2026-10-19
Thrive Wealth Management, LLC
DECREASED2,5062,527-21-1%$261.4K$214.8K-$46.7K2026-10-13
King Luther Capital Management Corp
UNCHANGED2,5042,50400%$259.0K$214.6K-$44.5K2026-11-05
Tortoise Investment Management, LLC
INCREASED2,5032,451+52+2%$253.6K$214.5K-$39.1K2026-11-06
Meadowbrook Wealth Management, LLC
DECREASED2,5002,775-275-10%$290.8K$214.2K-$76.6K2026-10-08
Blue Trust, Inc.
DECREASED2,4974,497-2,000-44%$465.3K$214.0K-$251.3K2026-10-15
Csenge Advisory Group
INCREASED2,4932,414+79+3%$249.7K$213.6K-$36.1K2026-11-04
Agate Pass Investment Management, LLC
UNCHANGED2,4932,49300%$257.9K$213.6K-$44.3K2026-10-20
Sunburst Financial Group, LLC
INCREASED2,4882,485+3+0%$257.1K$213.2K-$43.9K2026-10-09
Greenspring Advisors, LLC
INCREASED2,4872,455+32+1%$254.0K$213.1K-$40.9K2026-11-05
First Heartland Consultants, Inc.
INCREASED2,4852,477+8+0%$256.2K$212.9K-$43.3K2026-10-08
Hamilton Capital, LLC
UNCHANGED2,4852,48500%$257.1K$212.9K-$44.1K2026-10-08
Maia Wealth LLC
DECREASED2,4792,828-349-12%$292.6K$212.4K-$80.2K2026-10-19
Clear Harbor Asset Management, LLC
NEW2,464—+2,464——$211.1K—2026-11-05
McElhenny Sheffield Capital Management, LLC
INCREASED2,4642,322+142+6%$240.2K$211.1K-$29.1K2026-11-06
Advisortrust Partners, LLC
DECREASED2,4622,473-110%$255.8K$211.0K-$44.9K2026-11-02
Avior Wealth Management, LLC
DECREASED2,4583,167-709-22%$327.7K$210.6K-$117.0K2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED2,4532,534-81-3%$262.1K$210.2K-$51.9K2026-10-16
Oak Harvest Investment Services
INCREASED2,4432,425+18+1%$250.8K$209.4K-$41.5K2026-10-20
Biltmore Family Office, LLC
INCREASED2,4372,346+91+4%$242.7K$208.8K-$33.9K2026-11-03
Capital City Trust Co
UNCHANGED2,4262,42600%$251.0K$207.9K-$43.1K2026-10-22
First County Bank
DECREASED2,4232,436-13-1%$252.0K$207.6K-$44.4K2026-10-13
Lantern Wealth Advisors, LLC
UNCHANGED2,4192,41900%$250.2K$207.3K-$42.9K2026-10-22
River Street Advisors LLC
UNCHANGED2,4192,41900%$250.2K$207.3K-$43.0K2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED2,4171,922+495+26%$198.8K$207.1K+$8.3K2026-10-27
Parr Mcknight Wealth Management Group, LLC
DECREASED2,4152,417-20%$250.0K$206.9K-$43.1K2026-10-30
Cypress Point Wealth Management, LLC
DECREASED2,4142,649-235-9%$274.0K$206.9K-$67.2K2026-11-03
Guardian Asset Advisors, LLC
INCREASED2,4132,412+1+0%$249.5K$206.8K-$42.7K2026-10-16
Wealth Enhancement Trust Services, Inc.
INCREASED2,4001,345+1,055+78%$139.1K$205.7K+$66.5K2026-10-07
MW Advisory, LLC
DECREASED2,3783,792-1,414-37%$392.3K$203.7K-$188.6K2026-10-19
Nabity-Jensen Investment Management Inc
INCREASED2,3762,127+249+12%$220.0K$203.6K-$16.4K2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED2,3682,316+52+2%$239.6K$202.9K-$36.7K2026-10-27
Kachkovsky & Fisher, Inc.
NEW2,349—+2,349——$201.3K—2026-10-21
WealthPlan Investment Management, LLC
INCREASED2,3361,972+364+18%$204.0K$200.2K-$3.8K2026-10-15
Laurel OAK Wealth Management, LLC
DECREASED2,3362,386-50-2%$246.8K$200.2K-$46.7K2026-10-19
Union Savings Bank
UNCHANGED2,3132,31300%$239.3K$198.2K-$41.1K2026-10-14
Creative Financial Designs Inc
DECREASED2,3112,399-88-4%$248.2K$198.0K-$50.2K2026-11-04
Southern Michigan Bank & Trust
INCREASED2,1712,148+23+1%$222.2K$186.0K-$36.2K2026-10-19
Clean Yield Group
UNCHANGED2,1182,11800%$219.1K$181.5K-$37.6K2026-10-28
Salomon & Ludwin, LLC
DECREASED2,0942,145-51-2%$224.8K$179.4K-$45.4K2026-10-29
Axxion S.A.
UNCHANGED2,0942,09400%$216.6K$179.4K-$37.2K2026-10-22
Duncker Streett & Co Inc
UNCHANGED1,9601,96000%$202.8K$168.0K-$34.8K2026-10-27
Proathlete Wealth Management LLC
INCREASED1,9211,798+123+7%$186.1K$164.7K-$21.4K2026-10-15
Nemes Rush Group LLC
UNCHANGED1,8281,82800%$189.1K$156.7K-$32.5K2026-11-04
Golden State Wealth Management, LLC
UNCHANGED1,8051,80500%$186.7K$154.7K-$32.1K2026-11-02
Robbins Farley
UNCHANGED1,8001,80000%$186.2K$154.2K-$32.0K2026-10-21
Legacy Bridge, LLC
UNCHANGED1,7751,77500%$183.6K$152.1K-$31.5K2026-10-28
Y.D. More Investments Ltd
DECREASED1,7522,805-1,053-38%$290.2K$150.1K-$140.0K2026-11-02
Grove Bank & Trust
INCREASED1,7471,720+27+2%$177.9K$149.7K-$28.2K2026-10-08
Hilltop National Bank
INCREASED1,7131,503+210+14%$155.5K$146.8K-$8.7K2026-10-14
Birch Financial Group, LLC
NEW1,632—+1,632——$139.8K—2026-10-27
Independence Bank of Kentucky
DECREASED1,6283,752-2,124-57%$388.1K$139.5K-$248.6K2026-10-26
AXS Investments LLC
DECREASED1,6102,206-596-27%$228.2K$138.0K-$90.3K2026-11-04
Rosenberg Matthew Hamilton
INCREASED1,608899+709+79%$93.0K$137.8K+$44.8K2026-10-05
City State Bank
DECREASED1,5831,643-60-4%$170.0K$135.6K-$34.3K2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED1,5711,57100%$162.5K$134.6K-$27.9K2026-10-09
Hazlett, Burt & Watson, Inc.
UNCHANGED1,5371,53700%$64.1K$17.1K-$47.0K2026-11-04
Compass Financial Management LLC
DECREASED1,5265,476-3,950-72%$568.4K$130.7K-$437.7K2026-10-30
Owl Creek Wealth Partners LLC
DECREASED1,5211,523-20%$157.6K$130.3K-$27.2K2026-10-20
Valley National Advisers Inc
INCREASED1,5181,516+2+0%$156.8K$130.1K-$26.8K2026-10-23
Private Wealth Management Group, LLC
INCREASED1,4601,405+55+4%$145.3K$125.1K-$20.2K2026-10-19
Ameliora Wealth Management Ltd.
UNCHANGED1,4401,44000%$149.0K$123.4K-$25.6K2026-10-23
Harbor Investment Advisory, LLC
INCREASED1,434935+499+53%$96.7K$122.9K+$26.2K2026-10-13
WPG Advisers, LLC
INCREASED1,407406+1,001+247%$42.0K$120.6K+$78.6K2026-10-27
Harel Insurance Investments & Financial Services Ltd.
DECREASED1,4003,048-1,648-54%$315.0K$120.0K-$195.0K2026-11-02
Center for Financial Planning, Inc.
INCREASED1,3601,341+19+1%$138.7K$116.5K-$22.2K2026-10-26
City Holding Co
UNCHANGED1,3601,36000%$140.7K$116.5K-$24.2K2026-10-19
Essential Partners LLC
INCREASED1,3521,321+31+2%$136.7K$115.9K-$20.8K2026-10-14
Blue Bell Private Wealth Management, LLC
UNCHANGED1,3481,34800%$139.5K$115.5K-$23.9K2026-10-29
Tounjian Advisory Partners, LLC
INCREASED1,3361,304+32+2%$134.9K$114.5K-$20.4K2026-11-04
Latitude Advisors, LLC
NEW1,320—+1,320——$113.1K—2026-10-27
Hickory Point Bank & Trust
DECREASED1,2971,372-75-5%$141.9K$111.1K-$30.8K2026-10-01
Silver Grove Financial Group, Inc.
INCREASED1,2701,078+192+18%$111.5K$108.8K-$2.7K2026-11-05
Peoples Financial Services Corp.
DECREASED1,2451,315-70-5%$136.0K$106.7K-$29.4K2026-10-20
Entrust Financial LLC
INCREASED1,193639+554+87%$66.1K$102.2K+$36.2K2026-11-04
Bayforest Capital Ltd
DECREASED1,1581,268-110-9%$131.2K$99.2K-$31.9K2026-11-03
True Wealth Design, LLC
INCREASED1,1351,085+50+5%$112.2K$97.3K-$15.0K2026-10-13
First Command Advisory Services, Inc.
DECREASED1,0391,098-59-5%$113.6K$89.0K-$24.6K2026-11-05
Smallwood Wealth Investment Management, LLC
DECREASED1,0311,117-86-8%$115.6K$88.3K-$27.2K2026-10-30
DeDora Capital, Inc.
NEW1,000—+1,000——$85.7K—2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED974968+6+1%$100.1K$83.5K-$16.7K2026-10-26
Balance Wealth Partners LLC
NEW971—+971——$83.2K—2026-10-27
Buck Wealth Strategies, LLC
DECREASED950955-5-1%$98.8K$81.4K-$17.4K2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED94794700%$98.0K$81.1K-$16.8K2026-10-23
West Paces Advisors Inc.
DECREASED942953-11-1%$98.6K$80.7K-$17.9K2026-10-13
Ninety One UK Ltd
NEW935—+935——$80.1K—2026-10-15
Activest Wealth Management
DECREASED923998-75-8%$103.2K$79.1K-$24.2K2026-10-15
Bangor Savings Bank
UNCHANGED90590500%$93.6K$77.6K-$16.1K2026-10-06
Capital Advisors, Ltd. LLC
INCREASED897820+77+9%$85.0K$77.0K-$8.0K2026-10-27
Coston, McIsaac & Partners
DECREASED871887-16-2%$91.0K$74.7K-$16.3K2026-11-06
Hilton Head Capital Partners, LLC
DECREASED8591,025-166-16%$106.1K$73.6K-$32.5K2026-10-23
Beacon Investment Advisory Services, Inc.
INCREASED836825+11+1%$85.3K$71.6K-$13.7K2026-10-13
Nvwm, LLC
INCREASED81252+760+1462%$5.4K$69.6K+$64.2K2026-10-14
Bayban
UNCHANGED80180100%$82.9K$82.9K$02026-11-05
Physician Wealth Advisors, Inc.
DECREASED800819-19-2%$84.7K$68.6K-$16.2K2026-10-20
Triumph Capital Management
INCREASED789776+13+2%$80.3K$67.6K-$12.7K2026-10-14
SJS Investment Consulting Inc.
INCREASED788666+122+18%$68.9K$67.5K-$1.4K2026-10-26
Meriwether Wealth & Planning, LLC
NEW784—+784——$67.2K—2026-10-13
Financial Network Wealth Advisors LLC
DECREASED783916-133-15%$94.8K$67.1K-$27.7K2026-10-28
Ares Financial Consulting, LLC
INCREASED778752+26+3%$77.8K$66.7K-$11.1K2026-10-19
Piscataqua Savings Bank
UNCHANGED74274200%$76.8K$63.6K-$13.2K2026-10-21
Highline Wealth Partners LLC
INCREASED741542+199+37%$56.1K$63.5K+$7.4K2026-10-19
Clearstead Trust, LLC
UNCHANGED73473400%$75.9K$62.9K-$13.0K2026-11-06
Trust Co
UNCHANGED71671600%$74.1K$61.4K-$12.7K2026-10-09
Financial Perspectives, Inc
UNCHANGED70870800%$73.2K$60.7K-$12.6K2026-11-03
Elevation Wealth Partners, LLC
INCREASED695356+339+95%$36.8K$59.6K+$22.7K2026-10-07
Indiana Trust & Investment Management Co
UNCHANGED68068000%$70.3K$58.3K-$12.1K2026-10-22
Wolff Wiese Magana LLC
UNCHANGED65165100%$67.3K$55.8K-$11.6K2026-10-15
MV Capital Management, Inc.
DECREASED649658-9-1%$68.1K$55.6K-$12.5K2026-10-29
Plante Moran Financial Advisors, LLC
INCREASED647642+5+1%$66.4K$55.4K-$11.0K2026-11-04
Financial Consulate, Inc
INCREASED645626+19+3%$64.8K$55.3K-$9.5K2026-10-23
Fortitude Family Office, LLC
INCREASED630470+160+34%$48.6K$54.0K+$5.4K2026-10-14
Beutel, Goodman & Co Ltd.
UNCHANGED60060000%$62.0K$51.0K-$11.0K2026-11-04
Monetary Solutions, Ltd
UNCHANGED60060000%$62.1K$51.4K-$10.7K2026-10-22
Caldwell Trust Co
INCREASED596517+79+15%$53.5K$51.1K-$2.4K2026-10-30
GoalVest Advisory LLC
INCREASED591469+122+26%$48.5K$50.6K+$2.1K2026-10-02
West Branch Capital LLC
DECREASED590756-166-22%$78.2K$50.6K-$27.7K2026-10-20
Heritage Family Offices, LLP
NEW577—+577——$49.4K—2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED567200+367+184%$20.7K$48.6K+$27.9K2026-10-16
First Pacific Financial
DECREASED567649-82-13%$67.2K$48.6K-$18.5K2026-10-14
New England Capital Financial Advisors LLC
DECREASED566788-222-28%$81.5K$48.5K-$33.0K2026-11-03
First Community Trust NA
UNCHANGED56256200%$58.1K$48.2K-$10.0K2026-10-07
Covestor Ltd
INCREASED536447+89+20%$46.0K$46.0K$02026-10-30
Atwood & Palmer Inc
UNCHANGED53553500%$55.3K$45.8K-$9.5K2026-10-08
Livelsberger Financial Advisory
NEW534—+534——$45.7K—2026-10-28
William Mack & Associates, Inc.
NEW533—+533——$45.7K—2026-10-27
Murphy & Mullick Capital Management Corp
INCREASED531525+6+1%$54.3K$45.5K-$8.8K2026-11-02
Canton Hathaway, LLC
INCREASED517487+30+6%$50.3K$44.3K-$6.1K2026-10-23
James T. Borello RIA
INCREASED517500+17+3%$51.7K$44.3K-$7.4K2026-10-16
Main Street Group, LTD
UNCHANGED50350300%$52.0K$43.1K-$8.9K2026-10-28
Vestor Capital, LLC
DECREASED5001,008-508-50%$117$254+$1372026-11-04
Hanson & Doremus Investment Management
DECREASED500653-153-23%$68.0K$43.0K-$25.0K2026-10-16
Gables Capital Management Inc.
UNCHANGED50050000%$51.7K$42.8K-$8.9K2026-11-04
Pillar Financial Advisors, LLC
UNCHANGED50050000%$51.7K$42.8K-$8.9K2026-10-21
Mascoma Wealth Management LLC
UNCHANGED49549500%$51.2K$42.4K-$8.8K2026-10-23
RHL Group, LLC
DECREASED473807-334-41%$83.1K$40.5K-$42.6K2026-11-04
Pinnacle Bancorp, Inc.
DECREASED465606-141-23%$62.7K$39.8K-$22.8K2026-10-21
Community Financial Services Group, LLC
NEW461—+461——$39.3K—2026-10-15
Cedar Mountain Advisors, LLC
INCREASED453436+17+4%$45.1K$38.8K-$6.3K2026-10-15
Bell Investment Advisors, Inc
INCREASED447426+21+5%$44.1K$38.3K-$5.8K2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED43843800%$45.4K$37.6K-$7.8K2026-10-23
MidAtlantic Capital Management, Inc.
NEW437—+437——$37.4K—2026-11-05
Addison Advisors LLC
INCREASED435397+38+10%$41.1K$37.3K-$3.8K2026-11-06
Boyd Watterson Asset Management LLC
UNCHANGED43543500%$45.0K$37.3K-$7.7K2026-11-06
Costello Asset Management, Inc
INCREASED432431+1+0%$44.6K$37.0K-$7.6K2026-10-30
Arlington Trust Co LLC
INCREASED407382+25+7%$39.5K$34.9K-$4.6K2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED400350+50+14%$36.0K$34.0K-$2.0K2026-10-14
First Financial Corp
DECREASED400450-50-11%$46.6K$34.3K-$12.3K2026-10-13
Whipplewood Advisors, LLC
DECREASED400432-32-7%$44.7K$34.3K-$10.4K2026-10-20
Vermillion Wealth Management, Inc.
UNCHANGED40040000%$41.4K$34.3K-$7.1K2026-10-26
Steph & Co
INCREASED394367+27+7%$38.0K$33.8K-$4.2K2026-10-07
United Community Bank
UNCHANGED38438400%$39.7K$32.9K-$6.8K2026-10-28
TFC Financial Management, Inc.
DECREASED370376-6-2%$38.9K$31.7K-$7.2K2026-10-26
Evolution Wealth Management Inc.
INCREASED35311+342+3109%$1.1K$30.3K+$29.1K2026-10-28
Flagship Wealth Advisors, LLC
UNCHANGED34834800%$36.0K$29.8K-$6.2K2026-11-03
Elevated Capital Advisors, LLC
DECREASED3414,145-3,804-92%$428.8K$29.2K-$399.6K2026-11-04
J.Safra Asset Management Corp
INCREASED327294+33+11%$30.4K$28.0K-$2.4K2026-11-03
Avion Wealth
INCREASED325318+7+2%$32$27-$52026-11-04
MB, Levis & Associates, LLC
INCREASED323321+2+1%$33.2K$27.7K-$5.5K2026-10-16
Hoey Investments, Inc
UNCHANGED32332300%$33.4K$27.7K-$5.7K2026-10-29
Torren Management, LLC
INCREASED321320+1+0%$33.2K$27.5K-$5.7K2026-10-29
Asset Dedication, LLC
DECREASED316934-618-66%$96.6K$27.1K-$69.5K2026-11-03
Rakuten Securities, Inc.
INCREASED31528+287+1025%$2.9K$27.0K+$24.1K2026-11-02
Coastline Trust Co
UNCHANGED30030000%$31.0K$25.7K-$5.3K2026-10-01
Acumen Wealth Advisors, LLC
NEW299—+299——$25.6K—2026-11-05
Olistico Wealth, LLC
UNCHANGED29029000%$30.0K$24.9K-$5.2K2026-10-05
Bank & Trust Co
UNCHANGED28528500%$29.5K$24.4K-$5.1K2026-10-07
Roxbury Financial LLC
DECREASED265465-200-43%$48.1K$22.7K-$25.4K2026-10-01
Country Trust Bank
INCREASED255243+12+5%$25.1K$21.9K-$3.3K2026-10-30
Fortis Group Advisors, LLC
INCREASED255250+5+2%$25.9K$21.9K-$4.0K2026-11-06
Kennebec Savings Bank
UNCHANGED25225200%$26.1K$21.6K-$4.5K2026-10-22
Pacific Center for Financial Services
UNCHANGED25025000%$25.9K$21.4K-$4.4K2026-10-15
Wilkerson Advisory Group LLC
INCREASED247237+10+4%$24.5K$21.2K-$3.4K2026-10-20
Horizon Financial Services, LLC
DECREASED241248-7-3%$25.7K$20.7K-$5.0K2026-11-04
Carolina Wealth Advisors, LLC
NEW234—+234——$20.1K—2026-10-23
Joseph Group Capital Management
DECREASED234252-18-7%$26.1K$20.1K-$6.0K2026-11-04
Bfsg, LLC
NEW230—+230——$19.7K—2026-10-30
Bay Harbor Wealth Management, LLC
INCREASED229194+35+18%$20.1K$19.6K-$4462026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2232,725-2,502-92%$282.1K$19.1K-$263.0K2026-10-14
Financial Management Professionals, Inc.
INCREASED219214+5+2%$22.2K$18.8K-$3.4K2026-10-23
Downshift Financial, LLC
UNCHANGED21821800%$22.6K$18.7K-$3.9K2026-10-13
Laurel Wealth Advisors LLC
NEW205—+205——$17.6K—2026-10-27
Syntax Research, Inc.
UNCHANGED20320300%$21.0K$17.4K-$3.6K2026-11-04
Hughes Financial Services, LLC
DECREASED201221-20-9%$22.9K$18.2K-$4.7K2026-10-30
Chung Wu Investment Group, LLC
UNCHANGED20020000%$20.7K$17.1K-$3.6K2026-11-03
Montgomery Financial Services LLC
UNCHANGED19819800%$20.5K$17.0K-$3.5K2026-11-03
Burk Holdings LLC
INCREASED191150+41+27%$15.5K$16.4K+$8492026-11-05
Barnes Dennig Private Wealth Management LLC
DECREASED18419,269-19,085-99%$2.0M$15.8K-$2.0M2026-10-30
Three Bridge Wealth Advisors, LLC
NEW183—+183——$15.7K—2026-11-05
Signature Equity Partners, LLC
INCREASED18071+109+154%$7.3K$15.4K+$8.1K2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED17517500%$18.1K$15.0K-$3.1K2026-10-23
Financial Freedom, LLC
NEW164—+164——$14.1K—2026-11-06
Redwood Park Advisors LLC
NEW161—+161——$13.8K—2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED15815800%$16.3K$13.5K-$2.8K2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED15715700%$16.2K$13.5K-$2.7K2026-10-16
Lodestone Wealth Management LLC
UNCHANGED15615600%$16.1K$13.4K-$2.8K2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED15215200%$15.7K$13.0K-$2.7K2026-10-15
Washington Trust Advisors, Inc.
DECREASED151170-19-11%$17.6K$12.9K-$4.6K2026-10-22
Kelleher Financial Advisors
DECREASED150372-222-60%$38.5K$12.9K-$25.6K2026-10-30
American National Bank & Trust
INCREASED14670+76+109%$7.2K$12.5K+$5.3K2026-10-07
Richardson Financial Services Inc.
UNCHANGED14014000%$14.5K$12.0K-$2.5K2026-10-30
Chilton Capital Management LLC
UNCHANGED13513500%$14.0K$11.6K-$2.4K2026-10-28
Lynch Investment Planning, LLC
NEW134—+134——$11.5K—2026-10-27
John Boyer, Inc.
NEW134—+134——$11.4K—2026-10-27
PFS Partners, LLC
INCREASED13331+102+329%$3.2K$11.4K+$8.2K2026-10-21
Pittenger & Anderson Inc
NEW130—+130——$11.1K—2026-11-02
High Note Wealth, LLC
INCREASED12577+48+62%$8.0K$10.7K+$2.7K2026-10-27
Miller Wealth Advisors, LLC
UNCHANGED12512500%$12.9K$10.7K-$2.2K2026-11-02
Accordant Advisory Group Inc
UNCHANGED12512500%$12.9K$10.7K-$2.2K2026-10-29
Reyes Financial Architecture, Inc.
NEW124—+124——$10.6K—2026-10-22
Essential Investment Partners LLC
UNCHANGED12012000%$12.4K$10.3K-$2.1K2026-10-27
Global Trust Asset Management, LLC
UNCHANGED11711700%$12.1K$10.0K-$2.1K2026-10-19
UMB Private Wealth Management, LLC
NEW113—+113——$9.7K—2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED1108,110-8,000-99%$19.3K$9.4K-$9.9K2026-10-14
Collier Financial
UNCHANGED10810800%$11.2K$9.3K-$1.9K2026-11-06
Lloyd Advisory Services, Llc.
INCREASED10740+67+168%$4.1K$9.2K+$5.1K2026-11-02
Dynamic Wealth Strategies, LLC
DECREASED105107-2-2%$11.1K$9.0K-$2.1K2026-10-16
Putney Financial Group LLC
NEW104—+104——$8.9K—2026-10-30
Nova Financial LLC
NEW100—+100——$8.6K—2026-11-04
Horrell Capital Management, Inc.
UNCHANGED10010000%$10.3K$8.6K-$1.8K2026-10-08
Richardson Capital Management LLC
UNCHANGED10010000%$10.3K$8.6K-$1.8K2026-10-23
Retirement Wealth Solutions LLC
INCREASED9845+53+118%$4.7K$8.4K+$3.7K2026-10-07
Raleigh Capital Management Inc.
INCREASED9867+31+46%$6.9K$8.4K+$1.5K2026-10-28
Affinity Wealth LLC
NEW94—+94——$8.8K—2026-11-03
Abound Wealth Management
UNCHANGED929200%$9.5K$7.9K-$1.6K2026-10-26
Comprehensive Financial Planning, Inc.
UNCHANGED919100%$9.4K$7.8K-$1.6K2026-10-27
Planning Strategies Inc.
INCREASED8375+8+11%$7.8K$7.1K-$6472026-10-02
IMG Wealth Management, Inc.
DECREASED78107-29-27%$11.1K$6.7K-$4.4K2026-10-27
Creative Capital Management Investments LLC
INCREASED7766+11+17%$6.8K$6.6K-$2302026-10-28
Hurley Capital, LLC
UNCHANGED747400%$7.7K$6.4K-$1.3K2026-11-05
Aspect Partners, LLC
INCREASED7265+7+11%$6.7K$6.2K-$5542026-10-20
Nvest Wealth Strategies, Inc.
UNCHANGED707000%$7.2K$6.0K-$1.2K2026-10-14
KFG LLC
NEW69—+69——$5.9K—2026-11-02
Clark Wealth Partners
DECREASED6981-12-15%$8.4K$5.9K-$2.5K2026-10-19
Kozak & Associates, Inc.
UNCHANGED666600%$6.9K$6.0K-$9402026-10-29
CrossGen Wealth, LLC
INCREASED6463+1+2%$6.5K$5.5K-$1.1K2026-10-30
Foster Dykema Cabot & Partners, LLC
UNCHANGED636300%$6.5K$5.4K-$1.1K2026-10-30
Gleason Group, Inc.
UNCHANGED626200%$6.4K$5.3K-$1.1K2026-10-15
Sfam, LLC
UNCHANGED606000%$6.2K$5.1K-$1.1K2026-11-03
American Capital Advisory, LLC
INCREASED5954+5+9%$5.6K$5.1K-$5312026-10-28
DecisionPoint Financial, LLC
INCREASED5755+2+4%$5.8K$4.9K-$9082026-10-27
Nfsg Corp
INCREASED5250+2+4%$5.2K$4.5K-$7172026-10-15
Old Second National Bank of Aurora
UNCHANGED525200%$5.4K$4.5K-$9232026-10-22
Newton One Investments LLC
NEW50—+50——$4.3K—2026-10-14
Kings Path Partners LLC
UNCHANGED505000%$5.2K$4.3K-$8882026-10-21
First Premier Bank
NEW48—+48——$4—2026-10-13
Maseco LLP
NEW44—+44——$3.8K—2026-10-27
Fairscale Capital, LLC
INCREASED4439+5+13%$4.0K$4.0K-$352026-11-04
Albion Financial Group
INCREASED4317+26+153%$1.8K$3.7K+$1.9K2026-10-21
Davis Capital Management
UNCHANGED383800%$3.9K$3.3K-$6752026-10-08
WestEnd Advisors, LLC
UNCHANGED383800%$3.9K$3.3K-$6752026-10-27
Fairway Wealth LLC
NEW35—+35——$3.0K—2026-10-30
Gilpin Wealth Management, LLC
INCREASED3431+3+10%$3.2K$2.9K-$2932026-10-09
Miller Global Investments, LLC
UNCHANGED343400%$3.5K$2.9K-$6042026-10-02
Quaker Wealth Management, LLC
INCREASED3332+1+3%$3.3K$2.8K-$4832026-10-22
Sunrise Financial Services, LLC
DECREASED3235-3-9%$3.6K$2.7K-$8792026-10-21
POM Investment Strategies, LLC
UNCHANGED292900%$3.0K$2.5K-$5152026-10-20
PayPay Securities Corp
UNCHANGED282800%$2.9K$2.4K-$4982026-10-27
Bernzott Capital Advisors
NEW26—+26——$2.2K—2026-10-29
Key Capital Management, Inc
DECREASED2645-19-42%$4.7K$2.2K-$2.4K2026-11-03
Marquette Asset Management, LLC
DECREASED2390-67-74%$9.3K$2.0K-$7.3K2026-10-09
Tradewinds Capital Management, LLC
UNCHANGED232300%$2.4K$2.0K-$4092026-10-23
Mosley Wealth Management
INCREASED219+12+133%$931$1.9K+$1.0K2026-10-16
Breakwater Investment Management
INCREASED188+10+125%$828$1.5K+$7152026-10-20
Portfolio Resources Advisor Group, Inc.
NEW17—+17——$1.5K—2026-10-20
Hara Capital LLC
UNCHANGED141400%$1.4K$1.2K-$2482026-10-30
Bare Financial Services, Inc
UNCHANGED131300%$1.3K$1.1K-$2312026-11-04
Navigoe, LLC
UNCHANGED131300%$1$1$02026-11-04
Ashurst Perkins Coie Trust Co
NEW12—+12——$1.0K—2026-10-15
Align Financial, LLC
NEW12—+12——$1.0K—2026-10-16
NorthAvenue LLC
UNCHANGED121200%$1.2K$1.0K-$2132026-10-29
Ulland Investment Advisors, LLC
UNCHANGED111100%$1$1$02026-10-13
Phillip James Consulting Co.
UNCHANGED111100%$1.1K$943-$1952026-11-03
Noble Wealth Management PBC
UNCHANGED8800%$828$686-$1422026-10-01
CKW Financial Group
DECREASED615-9-60%$2$1-$12026-10-29
Godsey & Gibb, Inc
NEW5—+5——$429—2026-10-14
Birchwood Financial Partners, Inc.
NEW5—+5——$428—2026-11-02
Fairman Group, LLC
UNCHANGED5500%$517$428-$892026-10-26
StrongBox Wealth, LLC
NEW4—+4——$343—2026-11-02
Bear Mountain Capital, Inc.
UNCHANGED3300%$319$277-$422026-11-04
RMG Wealth Management LLC
UNCHANGED2200%$211$209-$22026-10-26
Signature Resources Capital Management, LLC
UNCHANGED2200%$207$171-$362026-10-16
3 Factor Indexing, LLC
UNCHANGED2200%$207$172-$352026-10-15
Illumine Investment Management, LLC
NEW0—0——$641.4K—2026-10-22
Patton Fund Management, Inc.
CLOSED047,156-47,156-100%$4.9M$0-$4.9M2026-10-13
Laurion Capital Management LP
CLOSED039,223-39,223-100%$4.1M$0-$4.1M2026-10-30
Orca Investment Management, LLC
CLOSED034,836-34,836-100%$3.6M$0-$3.6M2026-10-29
Daytona Street Capital LLC
CLOSED033,292-33,292-100%$3.5M$0-$3.5M2026-10-15
Bochk Asset Management Ltd
CLOSED031,830-31,830-100%$3.3M$0-$3.3M2026-10-29
Sivik Global Healthcare LLC
CLOSED020,000-20,000-100%$1.4K$0-$1.4K2026-10-13
Lockheed Martin Investment Management Co
CLOSED019,500-19,500-100%$2.0M$0-$2.0M2026-11-04
AGP Franklin, LLC
CLOSED011,972-11,972-100%$1.2M$0-$1.2M2026-11-04
Strategy Asset Managers LLC
CLOSED08,904-8,904-100%$921.1K$0-$921.1K2026-10-14
Insight Inv LLC
CLOSED08,115-8,115-100%$839.5K$0-$839.5K2026-10-27
Counterpoint Mutual Funds LLC
CLOSED07,941-7,941-100%$821.5K$0-$821.5K2026-10-16
Ashton Thomas Securities, LLC
CLOSED07,412-7,412-100%$758.8K$0-$758.8K2026-10-26
OmniStar Financial Group, Inc.
CLOSED05,938-5,938-100%$614.3K$0-$614.3K2026-10-26
Auto-Owners Insurance Co
CLOSED05,811-5,811-100%$601.1K$0-$601.1K2026-10-15
TCV Trust & Wealth Management, Inc.
CLOSED05,775-5,775-100%$597.4K$0-$597.4K2026-10-16
Asahi Life Asset Management Co., Ltd.
CLOSED05,630-5,630-100%$582.4K$0-$582.4K2026-11-06
Shah Wealth Advisors, LLC
CLOSED04,967-4,967-100%$513.8K$0-$513.8K2026-11-06
Center for Wealth Management Advisory
CLOSED03,893-3,893-100%$402.8K$0-$402.8K2026-10-23
One Wealth Capital Management, LLC
CLOSED03,677-3,677-100%$380.4K$0-$380.4K2026-10-23
Johnson Financial Group, LLC
CLOSED03,507-3,507-100%$362.8K$0-$362.8K2026-11-03
Wincap Financial LLC
CLOSED03,291-3,291-100%$340.5K$0-$340.5K2026-10-20
Alliance Wealth Advisors, LLC
CLOSED03,070-3,070-100%$317.6K$0-$317.6K2026-10-28
Matisse Capital
CLOSED02,990-2,990-100%$309.3K$0-$309.3K2026-10-29
Sigma Investment Counselors Inc
CLOSED02,972-2,972-100%$307.5K$0-$307.5K2026-10-27
Sepio Capital, LP
CLOSED02,944-2,944-100%$304.6K$0-$304.6K2026-10-22
FDx Advisors, Inc.
CLOSED02,902-2,902-100%$300.0K$0-$300.0K2026-11-05
Kanawha Capital Management LLC
CLOSED02,731-2,731-100%$282.5K$0-$282.5K2026-10-19
TritonPoint Partners, LLC
CLOSED02,723-2,723-100%$281.7K$0-$281.7K2026-11-05
Long Island Wealth Management, Inc.
CLOSED02,688-2,688-100%$278.1K$0-$278.1K2026-10-20
WBH Advisory Inc
CLOSED02,654-2,654-100%$274.6K$0-$274.6K2026-11-05
3Chopt Investment Partners, LLC
CLOSED02,652-2,652-100%$274.3K$0-$274.3K2026-10-30
Balefire, LLC
CLOSED02,585-2,585-100%$267.4K$0-$267.4K2026-10-09
Chiron Capital Management, LLC
CLOSED02,579-2,579-100%$266.8K$0-$266.8K2026-10-15
Post Resch Tallon Group Inc.
CLOSED02,540-2,540-100%$262.8K$0-$262.8K2026-10-09
Signal Advisors Wealth, LLC
CLOSED02,498-2,498-100%$258.4K$0-$258.4K2026-10-13
Quilter Plc
CLOSED02,470-2,470-100%$255.5K$0-$255.5K2026-10-21
Arcadia Wealth Management, LLC
CLOSED02,451-2,451-100%$253.6K$0-$253.6K2026-10-22
Bright Futures Wealth Management, Llc.
CLOSED02,414-2,414-100%$249.7K$0-$249.7K2026-10-23
Canopy Partners, LLC
CLOSED02,372-2,372-100%$245.4K$0-$245.4K2026-10-28
Tempus Wealth Planning, LLC
CLOSED02,367-2,367-100%$244.9K$0-$244.9K2026-10-14
Mendel Money Management
CLOSED02,357-2,357-100%$243.8K$0-$243.8K2026-11-02
Spartan Planning & Wealth Management
CLOSED02,344-2,344-100%$242.5K$0-$242.5K2026-10-13
Klingman & Associates, LLC
CLOSED02,331-2,331-100%$241.1K$0-$241.1K2026-10-20
Liberty Capital Management, Inc.
CLOSED02,328-2,328-100%$240.8K$0-$240.8K2026-11-02
Beacon Financial Advisory LLC
CLOSED02,321-2,321-100%$240.1K$0-$240.1K2026-10-16
First Business Financial Services, Inc.
CLOSED02,312-2,312-100%$239.2K$0-$239.2K2026-10-29
Nicholas Hoffman & Company, Llc.
CLOSED02,301-2,301-100%$238.0K$0-$238.0K2026-10-30
Silvia Mccoll Wealth Management, LLC
CLOSED02,300-2,300-100%$237.9K$0-$237.9K2026-10-07
Strategic Blueprint, LLC
CLOSED02,299-2,299-100%$237.8K$0-$237.8K2026-10-22
180 Wealth Advisors, LLC
CLOSED02,282-2,282-100%$236.1K$0-$236.1K2026-11-03
Relyea Zuckerberg Hanson LLC
CLOSED02,274-2,274-100%$235.2K$0-$235.2K2026-10-20
Rare Wolf Capital LLC
CLOSED02,264-2,264-100%$234.2K$0-$234.2K2026-10-20
KPP Advisory Services LLC
CLOSED02,229-2,229-100%$230.6K$0-$230.6K2026-10-26
Sheets Smith Wealth Management
CLOSED02,214-2,214-100%$229.0K$0-$229.0K2026-10-16
Bedel Financial Consulting, Inc.
CLOSED02,209-2,209-100%$228.5K$0-$228.5K2026-11-06
Seven Mile Advisory
CLOSED02,206-2,206-100%$228.2K$0-$228.2K2026-10-22
Institute for Wealth Management, Llc.
CLOSED02,206-2,206-100%$228.2K$0-$228.2K2026-11-06
WealthCare Investment Partners, LLC
CLOSED02,201-2,201-100%$227.7K$0-$227.7K2026-11-05
Hengehold Capital Management LLC
CLOSED02,200-2,200-100%$227.6K$0-$227.6K2026-10-16
USAdvisors Wealth Management, LLC
CLOSED02,198-2,198-100%$227.0K$0-$227.0K2026-10-21
NTV Asset Management LLC
CLOSED02,187-2,187-100%$226.2K$0-$226.2K2026-10-23
Stockman Wealth Management, Inc.
CLOSED02,185-2,185-100%$226.0K$0-$226.0K2026-10-27
Certified Advisory Corp
CLOSED02,175-2,175-100%$225.0K$0-$225.0K2026-10-29
Aries Wealth Management
CLOSED02,170-2,170-100%$224.5K$0-$224.5K2026-10-23
Ullmann Wealth Partners Group, LLC
CLOSED02,162-2,162-100%$223.6K$0-$223.6K2026-11-02
Elco Management Co., LLC
CLOSED02,149-2,149-100%$222.3K$0-$222.3K2026-10-14
Jeppson Wealth Management, LLC
CLOSED02,144-2,144-100%$221.8K$0-$221.8K2026-10-20
Plancorp, LLC
CLOSED02,138-2,138-100%$226.5K$0-$226.5K2026-11-03
Riversedge Advisors, LLC
CLOSED02,120-2,120-100%$219.3K$0-$219.3K2026-10-09
Capital Asset Advisory Services LLC
CLOSED02,112-2,112-100%$218.5K$0-$218.5K2026-10-30
Forum Financial Management, LP
CLOSED02,074-2,074-100%$214.6K$0-$214.6K2026-10-16
Summit Financial Strategies, Inc.
CLOSED02,057-2,057-100%$212.8K$0-$212.8K2026-10-14
Yoffe Investment Management, LLC
CLOSED02,057-2,057-100%$212.8K$0-$212.8K2026-11-02
Altfest L J & Co Inc
CLOSED02,056-2,056-100%$212.7K$0-$212.7K2026-10-27
Taylor Financial Group, Inc.
CLOSED02,034-2,034-100%$210.4K$0-$210.4K2026-11-02
Lynx Investment Advisory
CLOSED02,033-2,033-100%$210.3K$0-$210.3K2026-10-27
Verum Partners LLC
CLOSED02,023-2,023-100%$209.3K$0-$209.3K2026-10-21
Balboa Wealth Partners
CLOSED02,018-2,018-100%$208.8K$0-$208.8K2026-10-20
Valmark Advisers, Inc.
CLOSED02,014-2,014-100%$208.3K$0-$208.3K2026-11-06
Mayfair Advisory Group, LLC
CLOSED02,009-2,009-100%$216.5K$0-$216.5K2026-10-20
Walker Asset Management, LLC
CLOSED02,000-2,000-100%$206.9K$0-$206.9K2026-10-13
Cherokee Insurance Co
CLOSED02,000-2,000-100%$206.9K$0-$206.9K2026-11-05
Focused Wealth Management, Inc
CLOSED01,999-1,999-100%$206.8K$0-$206.8K2026-10-30
Chesley Taft & Associates LLC
CLOSED01,989-1,989-100%$205.8K$0-$205.8K2026-10-13
QTR Family Wealth, LLC
CLOSED01,985-1,985-100%$205.3K$0-$205.3K2026-11-02
Old Port Advisors
CLOSED01,983-1,983-100%$205.1K$0-$205.1K2026-10-23
Essential Planning, Llc.
CLOSED01,969-1,969-100%$203.7K$0-$203.7K2026-10-21
Howard Financial Services, Ltd.
CLOSED01,967-1,967-100%$203.5K$0-$203.5K2026-10-15
TMB Capital Partners, LLC
CLOSED01,963-1,963-100%$203.1K$0-$203.1K2026-10-20
Willow Creek Wealth Management Inc.
CLOSED01,962-1,962-100%$203.0K$0-$203.0K2026-10-26
Welch Group, LLC
CLOSED01,956-1,956-100%$202.3K$0-$202.3K2026-10-29
Pacific Sage Partners, LLC
CLOSED01,951-1,951-100%$201.8K$0-$201.8K2026-10-21
Enterprise Financial Services Corp
CLOSED01,944-1,944-100%$201.1K$0-$201.1K2026-11-03
Barings LLC
CLOSED01,934-1,934-100%$200.1K$0-$200.1K2026-10-22
AlphaCentric Advisors LLC
CLOSED01,705-1,705-100%$176.4K$0-$176.4K2026-11-03
Commonwealth Retirement Investments LLC
CLOSED01,158-1,158-100%$119.8K$0-$119.8K2026-10-26
Obsidian CIO, LLC
CLOSED01,112-1,112-100%$115.0K$0-$115.0K2026-11-05
Birch Capital Management, LLC
CLOSED0789-789-100%$81.6K$0-$81.6K2026-10-27
Gill Capital Partners, LLC
CLOSED0573-573-100%$59.2K$0-$59.2K2026-10-13
Cornerstone Planning Group LLC
CLOSED0499-499-100%$53.9K$0-$53.9K2026-10-16
Stone House Investment Management, LLC
CLOSED0440-440-100%$45.5K$0-$45.5K2026-10-23
Ball & Co Wealth Management Inc.
CLOSED0410-410-100%$42.0K$0-$42.0K2026-11-05
BankPlus Trust Department
CLOSED0346-346-100%$35.8K$0-$35.8K2026-11-06
Founders Capital Management
CLOSED0237-237-100%$24.5K$0-$24.5K2026-10-13
LifeSteps Financial, Inc.
CLOSED0200-200-100%$20.7K$0-$20.7K2026-10-15
LFA - Lugano Financial Advisors SA
CLOSED0140-140-100%$14.5K$0-$14.5K2026-11-03
Evermay Wealth Management LLC
CLOSED0136-136-100%$14.1K$0-$14.1K2026-11-05
Robinswood Financial LLC
CLOSED073-73-100%$7.6K$0-$7.6K2026-10-20
NBH Bank
CLOSED073-73-100%$7.6K$0-$7.6K2026-11-05
Atlatl Advisers LLC
CLOSED045-45-100%$4.7K$0-$4.7K2026-10-22
United Financial Planning Group LLC
CLOSED043-43-100%$4.4K$0-$4.4K2026-11-04
Sims Investment Management, LLC
CLOSED025-25-100%$2.6K$0-$2.6K2026-10-13
Halbert Hargrove Global Advisors, LLC
CLOSED018-18-100%$1.9K$0-$1.9K2026-10-16
Trifecta Capital Advisors, LLC
CLOSED018-18-100%$1.9K$0-$1.9K2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED012-12-100%$1.2K$0-$1.2K2026-10-29
Cranbrook Wealth Management, LLC
CLOSED02-2-100%$250$0-$2502026-10-28
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
BlackRock, Inc.
N/A—123,223,409-123,223,409-100%$12.7B———
Vanguard Capital Management LLC
N/A—83,315,369-83,315,369-100%$8.6B———
Capital World Investors
N/A—74,951,955-74,951,955-100%$7.8B———
State Street Corp
N/A—60,283,408-60,283,408-100%$6.2B———
Dodge & COX
N/A—50,012,765-50,012,765-100%$5.2B———
Wellington Management Group LLP
N/A—33,801,113-33,801,113-100%$3.5B———
FMR LLC
N/A—28,920,617-28,920,617-100%$3.0B———
Vanguard Portfolio Management LLC
N/A—26,637,259-26,637,259-100%$2.8B———
Capital Research Global Investors
N/A—24,329,151-24,329,151-100%$2.5B———
Price T Rowe Associates Inc
N/A—24,203,884-24,203,884-100%$2.5B———
Bank of America Corp
N/A—23,188,670-23,188,670-100%$2.4B———
JPMorgan Chase & Co
N/A—22,112,970-22,112,970-100%$2.3B———
Invesco Ltd.
N/A—20,595,431-20,595,431-100%$2.1B———
Morgan Stanley
N/A—18,606,028-18,606,028-100%$1.9B———
Norges Bank
N/A—18,038,922-18,038,922-100%$1.9B———
Capital International Investors
N/A—15,387,600-15,387,600-100%$1.6B———
Goldman Sachs Group Inc
N/A—13,411,807-13,411,807-100%$1.4B———
Charles Schwab Investment Management Inc
N/A—13,259,314-13,259,314-100%$1.4B———
Davis Selected Advisers
N/A—11,865,916-11,865,916-100%$1.2B———
Northern Trust Corp
N/A—11,471,830-11,471,830-100%$1.2B———
Franklin Resources Inc
N/A—9,985,330-9,985,330-100%$1.0B———
Legal & General Group Plc
N/A—9,172,999-9,172,999-100%$948.9M———
Clearbridge Investments, LLC
N/A—8,536,952-8,536,952-100%$883.1M———
Royal Bank of Canada
N/A—8,511,113-8,511,113-100%$880.5M———
GQG Partners LLC
N/A—7,955,411-7,955,411-100%$823.0M———
Ameriprise Financial Inc
N/A—7,943,034-7,943,034-100%$821.9M———
UBS Asset Management Americas LLC
N/A—7,684,996-7,684,996-100%$795.0M———
Vanguard Fiduciary Trust Co
N/A—7,165,229-7,165,229-100%$741.2M———
Nuveen, LLC
N/A—5,265,836-5,265,836-100%$544.8M———
UBS Group AG
N/A—5,261,161-5,261,161-100%$544.3M———
Arrowstreet Capital, Limited Partnership
N/A—5,069,263-5,069,263-100%$524.4M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—4,942,871-4,942,871-100%$511.3M———
Glenview Capital Management, LLC
N/A—4,824,799-4,824,799-100%$499.1M———
Citadel Advisors LLC
N/A—4,812,530-4,812,530-100%$497.9M———
Raymond James Financial Inc
N/A—4,348,680-4,348,680-100%$449.9M———
Allianz Asset Management GmbH
N/A—3,781,975-3,781,975-100%$391.2M———
Wells Fargo & Company
N/A—3,682,178-3,682,178-100%$380.9M———
Jupiter Topco LLC
N/A—3,677,824-3,677,824-100%$380.5M———
Viking Global Investors LP
N/A—3,663,361-3,663,361-100%$379.0M———
Swiss National Bank
N/A—3,588,160-3,588,160-100%$371.2M———
National Pension Service
N/A—3,404,216-3,404,216-100%$352.2M———
Alliancebernstein L.P.
N/A—3,233,000-3,233,000-100%$232.2M———
Holocene Advisors, LP
N/A—3,001,684-3,001,684-100%$310.5M———
Envestnet Asset Management Inc
N/A—2,902,944-2,902,944-100%$300.3M———
Vanguard Global Advisers, LLC
N/A—2,857,210-2,857,210-100%$295.6M———
Vanguard Asset Management, Ltd
N/A—2,856,427-2,856,427-100%$295.5M———
Fairfax Financial Holdings LTD/ CAN
N/A—2,712,000-2,712,000-100%$280.5M———
BNP Paribas Financial Markets
N/A—2,530,197-2,530,197-100%$261.7M———
HSBC Holdings PLC
N/A—2,467,438-2,467,438-100%$255.4M———
AQR Capital Management LLC
N/A—2,411,937-2,411,937-100%$248.9M———
Primecap Management Co
N/A—2,385,490-2,385,490-100%$246.8M———
Rhumbline Advisers
N/A—2,385,158-2,385,158-100%$246.7M———
Nordea Investment Management AB
N/A—2,366,148-2,366,148-100%$244.0M———
California Public Employees Retirement System
N/A—2,260,802-2,260,802-100%$233.9M———
Canada Pension Plan Investment Board
N/A—2,229,244-2,229,244-100%$230.6M———
Millennium Management LLC
N/A—2,164,833-2,164,833-100%$224.0M———
Boston Partners
N/A—2,033,583-2,033,583-100%$210.4M———
Epoch Investment Partners, Inc.
N/A—1,991,853-1,991,853-100%$206.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,984,475-1,984,475-100%$205.3M———
Bank of Montreal
N/A—1,980,182-1,980,182-100%$204.8M———
Point72 Asset Management, L.P.
N/A—1,961,032-1,961,032-100%$202.9M———
SG Americas Securities, LLC
N/A—1,944,296-1,944,296-100%$201.1M———
California State Teachers Retirement System
N/A—1,868,733-1,868,733-100%$193.3M———
Natixis Advisors, LLC
N/A—1,848,282-1,848,282-100%$191.2M———
Jones Financial Companies Lllp
N/A—1,791,866-1,791,866-100%$187.0M———
Canada Life Assurance Co
N/A—1,695,474-1,695,474-100%$175.1M———
Alyeska Investment Group, L.P.
N/A—1,685,440-1,685,440-100%$174.4M———
Brandes Investment Partners, LP
N/A—1,674,319-1,674,319-100%$173.2M———
Adage Capital Partners GP, L.L.C.
N/A—1,639,209-1,639,209-100%$169.6M———
Prudential Financial Inc
N/A—1,512,907-1,512,907-100%$156.5M———
Quantinno Capital Management LP
N/A—1,451,882-1,451,882-100%$150.2M———
New York State Common Retirement Fund
N/A—1,413,990-1,413,990-100%$146.3M———
Victory Capital Management Inc
N/A—1,390,052-1,390,052-100%$143.8M———
Panagora Asset Management Inc
N/A—1,385,308-1,385,308-100%$143.3M———
D. E. Shaw & Co., Inc.
N/A—1,382,037-1,382,037-100%$143.0M———
Macquarie Group LTD
N/A—1,315,859-1,315,859-100%$136.1M———
Manufacturers Life Insurance Company, the
N/A—1,287,441-1,287,441-100%$133.2M———
Patient Capital Management, LLC
N/A—1,235,505-1,235,505-100%$127.8M———
Nomura Asset Management International Inc.
N/A—1,212,248-1,212,248-100%$125.4M———
Maple Rock Capital Partners Inc.
N/A—1,197,996-1,197,996-100%$123.9M———
SEI Investments Co
N/A—1,177,479-1,177,479-100%$121.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,169,603-1,169,603-100%$121.0M———
Qube Research & Technologies Ltd
N/A—1,147,850-1,147,850-100%$118.7M———
Schroder Investment Management Group
N/A—1,136,485-1,136,485-100%$117.7M———
TD Asset Management Inc
N/A—1,132,666-1,132,666-100%$117.2M———
National Bank of Canada
N/A—1,106,134-1,106,134-100%$114.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,105,471-1,105,471-100%$114.4M———
Aviva PLC
N/A—1,100,750-1,100,750-100%$113.9M———
Integral Health Asset Management, LLC
N/A—1,100,000-1,100,000-100%$113.8M———
Handelsbanken Fonder AB
N/A—1,089,694-1,089,694-100%$112.7M———
Woodline Partners LP
N/A—1,083,859-1,083,859-100%$112.1M———
Lord, Abbett & Co. LLC
N/A—1,080,336-1,080,336-100%$111.8M———
State Board of Administration of Florida Retirement System
N/A—1,078,595-1,078,595-100%$111.6M———
Storebrand Asset Management AS
N/A—1,077,763-1,077,763-100%$111.5M———
Public Employees Retirement Association of Colorado
N/A—1,038,066-1,038,066-100%$107.4M———
Bank of Nova Scotia
N/A—1,003,295-1,003,295-100%$103.8M———
Capital International, Inc.
N/A—995,193-995,193-100%$103.0M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—970,080-970,080-100%$100.1M———
BNP Paribas Asset Management Holding S.A.
N/A—947,270-947,270-100%$98.0M———
Korea Investment Corp
N/A—943,358-943,358-100%$97.6M———
Jennison Associates LLC
N/A—942,869-942,869-100%$97.5M———
APG Asset Management N.V.
N/A—921,886-921,886-100%$83.4M———
Danske Bank A/S
N/A—890,499-890,499-100%$92.1M———
Worldquant Millennium Advisors LLC
N/A—888,455-888,455-100%$91.9M———
Walleye Capital LLC
N/A—813,936-813,936-100%$84.2M———
Federation des caisses Desjardins du Quebec
N/A—803,855-803,855-100%$83.2M———
Caisse de Depot ET Placement DU Quebec
N/A—786,549-786,549-100%$81.4M———
RNC Capital Management LLC
N/A—781,985-781,985-100%$80.9M———
Ensign Peak Advisors, Inc
N/A—758,947-758,947-100%$78.5M———
Nomura Asset Management Co LTD
N/A—736,120-736,120-100%$76.2M———
State of Wisconsin Investment Board
N/A—733,126-733,126-100%$75.8M———
Ariel Investments, LLC
N/A—730,110-730,110-100%$75.5M———
Silvercrest Asset Management Group LLC
N/A—717,903-717,903-100%$74.3M———
Stifel Financial Corp
N/A—710,358-710,358-100%$73.5M———
Royal London Asset Management LTD
N/A—663,364-663,364-100%$68.6M———
Edgar Lomax Co
N/A—660,520-660,520-100%$68.3M———
Osaic Holdings, Inc.
N/A—659,373-659,373-100%$68.2M———
LOS Angeles Capital Management LLC
N/A—658,877-658,877-100%$68.2M———
Mitsubishi UFJ Trust & Banking Corp
N/A—656,806-656,806-100%$67.9M———
Vanguard Investments Australia, Ltd.
N/A—650,093-650,093-100%$67.3M———
Chevy Chase Trust Holdings, LLC
N/A—630,928-630,928-100%$65.3M———
KLP Kapitalforvaltning AS
N/A—606,503-606,503-100%$62.7M———
American Century Companies Inc
N/A—596,921-596,921-100%$61.8M———
Long Focus Capital Management, LLC
N/A—586,000-586,000-100%$60.6M———
Acadian Asset Management LLC
N/A—571,699-571,699-100%$59.1M———
Susquehanna Portfolio Strategies, LLC
N/A—571,161-571,161-100%$59.1M———
Toronto Dominion Bank
N/A—566,624-566,624-100%$58.6M———
Jane Street Group, LLC
N/A—565,489-565,489-100%$58.5M———
Treasurer of the State of North Carolina
N/A—546,701-546,701-100%$56.6M———
Teacher Retirement System of Texas
N/A—545,752-545,752-100%$56.5M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—541,115-541,115-100%$56.0M———
Neuberger Berman Group LLC
N/A—529,470-529,470-100%$54.8M———
CIBC World Market Inc.
N/A—522,043-522,043-100%$54.0M———
Public Employees Retirement System of Ohio
N/A—517,162-517,162-100%$53.5M———
DnB Asset Management AS
N/A—513,721-513,721-100%$53.1M———
Tredje Ap-fonden
N/A—511,945-511,945-100%$53.0M———
SRB Corp
N/A—506,016-506,016-100%$52.3M———
Freestone Grove Partners LP
N/A—500,910-500,910-100%$51.8M———
Cetera Investment Advisers
N/A—478,271-478,271-100%$49.5M———
Mediolanum International Funds Ltd
N/A—475,762-475,762-100%$49.3M———
Public Sector Pension Investment Board
N/A—474,104-474,104-100%$49.0M———
Gotham Asset Management, LLC
N/A—464,885-464,885-100%$48.1M———
Renaissance Technologies LLC
N/A—441,016-441,016-100%$45.6M———
Bridgewater Associates, LP
N/A—440,972-440,972-100%$45.6M———
Voya Investment Management LLC
N/A—435,705-435,705-100%$45.1M———
Cerity Partners LLC
N/A—435,153-435,153-100%$45.0M———
First Trust Advisors LP
N/A—432,993-432,993-100%$44.8M———
Polar Capital Holdings Plc
N/A—421,822-421,822-100%$43.6M———
Susquehanna International Group, LLP
N/A—411,407-411,407-100%$42.6M———
State of Tennessee, Department of Treasury
N/A—405,545-405,545-100%$42.0M———
ING Groep NV
N/A—396,489-396,489-100%$41.0M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—393,771-393,771-100%$40.7M———
Captrust Financial Advisors
N/A—392,564-392,564-100%$40.6M———
Parkman Healthcare Partners LLC
N/A—391,791-391,791-100%$40.5M———
Resona Asset Management Co.,Ltd.
N/A—371,945-371,945-100%$38.5M———
Focus Partners Wealth
N/A—371,576-371,576-100%$38.4M———
Tudor Investment Corp ET AL
N/A—370,000-370,000-100%$38.3M———
HighTower Advisors, LLC
N/A—360,179-360,179-100%$37.3M———
Kiltearn Partners LLP
N/A—345,471-345,471-100%$35.7M———
Janney Montgomery Scott LLC
N/A—340,755-340,755-100%$35.3M———
Harris Associates L P
N/A—335,817-335,817-100%$34.7M———
Marshall Wace, LLP
N/A—325,000-325,000-100%$33.6M———
Saudi Central Bank
N/A—324,060-324,060-100%$34.5M———
Mariner, LLC
N/A—322,917-322,917-100%$33.4M———
Nissay Asset Management Corp N
N/A—315,331-315,331-100%$32.6M———
HRT Financial LP
N/A—311,269-311,269-100%$32.2M———
Vinva Investment Management Ltd
N/A—303,328-303,328-100%$31.4M———
Tocqueville Asset Management L.P.
N/A—301,191-301,191-100%$31.2M———
MetLife Investment Management, LLC
N/A—292,024-292,024-100%$30.2M———
Edmond de Rothschild Holding S.A.
N/A—288,689-288,689-100%$29.9M———
CIBC Bancorp USA Inc.
N/A—286,077-286,077-100%$29.6M———
Windward Capital Management Co
N/A—285,129-285,129-100%$29.5M———
Claret Asset Management Corp
N/A—283,709-283,709-100%$29.4M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—283,446-283,446-100%$29.3M———
Rhenman & Partners Asset Management AB
N/A—279,374-279,374-100%$28.9M———
Zurich Insurance Group Ltd
N/A—275,299-275,299-100%$28.5M———
AE Wealth Management LLC
N/A—270,721-270,721-100%$28.0M———
Advisors Capital Management, LLC
N/A—268,386-268,386-100%$27.8M———
NorthCoast Asset Management LLC
N/A—265,104-265,104-100%$27.4M———
USS Investment Management Ltd
N/A—264,455-264,455-100%$27.4M———
Baird Financial Group, Inc.
N/A—261,756-261,756-100%$27.1M———
Rockefeller Capital Management L.P.
N/A—254,322-254,322-100%$26.3M———
Gabelli Funds LLC
N/A—254,250-254,250-100%$26.3M———
O'shaughnessy Asset Management, LLC
N/A—253,852-253,852-100%$26.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—237,679-237,679-100%$24.6M———
Tidal Investments LLC
N/A—235,491-235,491-100%$24.4M———
Balyasny Asset Management L.P.
N/A—228,956-228,956-100%$23.7M———
Man Group plc
N/A—226,395-226,395-100%$23.4M———
Van Eck Associates Corp
N/A—226,203-226,203-100%$23.4M———
Davidson Kempner Capital Management LP
N/A—226,036-226,036-100%$23.4M———
Nan Shan Life Insurance Co., Ltd.
N/A—223,565-223,565-100%$23.1M———
Varma Mutual Pension Insurance Co
N/A—213,373-213,373-100%$22.1M———
Lazard Asset Management LLC
N/A—204,600-204,600-100%$21.2M———
Utah Retirement Systems
N/A—194,866-194,866-100%$20.2M———
IEQ Capital, LLC
N/A—193,784-193,784-100%$20.0M———
Police & Firemen's Retirement System of New Jersey
N/A—192,158-192,158-100%$19.9M———
Guggenheim Capital LLC
N/A—191,531-191,531-100%$19.8M———
British Columbia Investment Management Corp
N/A—190,893-190,893-100%$19.7M———
Wealthfront Advisers LLC
N/A—190,044-190,044-100%$19.7M———
Trexquant Investment LP
N/A—187,558-187,558-100%$19.4M———
Watchtower Advisors, LP
N/A—182,357-182,357-100%$18.9M———
NewEdge Advisors, LLC
N/A—182,038-182,038-100%$18.8M———
Sanctuary Advisors, LLC
N/A—181,430-181,430-100%$18.8M———
Pathstone Holdings, LLC
N/A—181,276-181,276-100%$18.8M———
Investment Management Corp of Ontario
N/A—180,143-180,143-100%$18.6M———
Andra Ap-fonden
N/A—175,933-175,933-100%$18.2M———
FIL Ltd
N/A—175,645-175,645-100%$18.2M———
Scotia Capital Inc.
N/A—172,752-172,752-100%$17.9M———
&partners
N/A—170,584-170,584-100%$17.6M———
Bellevue Group AG
N/A—169,366-169,366-100%$17.5M———
Daiichi Life Insurance Co., Ltd.
N/A—165,796-165,796-100%$17.2M———
Elo Mutual Pension Insurance Co
N/A—165,030-165,030-100%$17.1M———
Callan Family Office, LLC
N/A—164,995-164,995-100%$17.1M———
Parkwood LLC
N/A—164,882-164,882-100%$17.1M———
Mubadala Investment Co Pjsc
N/A—163,902-163,902-100%$17.0M———
Vanguard Personalized Indexing Management, LLC
N/A—163,437-163,437-100%$16.9M———
OneDigital Investment Advisors LLC
N/A—159,641-159,641-100%$16.5M———
Meridiem Capital Partners LP
N/A—158,028-158,028-100%$16.3M———
Parallax Volatility Advisers, L.P.
N/A—156,666-156,666-100%$16.2M———
Shelton Capital Management
N/A—156,347-156,347-100%$16.2M———
Sector Gamma AS
N/A—155,337-155,337-100%$16.1M———
Mirova
N/A—154,532-154,532-100%$16.0M———
MML Investors Services, LLC
N/A—153,917-153,917-100%$15.9M———
Mercer Global Advisors Inc
N/A—151,163-151,163-100%$15.6M———
Fora Capital, LLC
N/A—150,782-150,782-100%$15.6M———
Walleye Trading LLC
N/A—149,676-149,676-100%$15.5M———
M&T Bank Corp
N/A—149,301-149,301-100%$15.4M———
Ilmarinen Mutual Pension Insurance Co
N/A—149,100-149,100-100%$15.4M———
Colrain Capital LLC
N/A—148,962-148,962-100%$15.4M———
Hancock Whitney Corp
N/A—147,903-147,903-100%$15.3M———
CI Investments Inc.
N/A—147,415-147,415-100%$15.3M———
Atle Fund Management AB
N/A—146,102-146,102-100%$15.1M———
Vident Advisory, LLC
N/A—145,635-145,635-100%$15.1M———
Peapack Gladstone Financial Corp
N/A—141,660-141,660-100%$14.7M———
Rafferty Asset Management, LLC
N/A—140,449-140,449-100%$14.5M———
Allianz SE
N/A—139,919-139,919-100%$14.5M———
PFM Health Sciences, LP
N/A—137,457-137,457-100%$14.2M———
Azimuth Capital Investment Management LLC
N/A—135,609-135,609-100%$14.0M———
Credit Agricole S A
N/A—130,135-130,135-100%$13.5M———
Permit Capital, LLC
N/A—125,500-125,500-100%$13.0M———
Empowered Funds, LLC
N/A—120,742-120,742-100%$12.5M———
Northwestern Mutual Wealth Management Co
N/A—120,524-120,524-100%$12.5M———
Osborne Partners Capital Management, LLC
N/A—119,356-119,356-100%$12.3M———
South Dakota Investment Council
N/A—118,914-118,914-100%$12.3M———
Horizon Investments, LLC
N/A—113,541-113,541-100%$11.7M———
Blair William & Co
N/A—112,837-112,837-100%$11.7M———
Callahan Advisors, LLC
N/A—110,374-110,374-100%$11.4M———
QRG Capital Management, Inc.
N/A—110,269-110,269-100%$11.4M———
Prudential PLC
N/A—106,212-106,212-100%$11.0M———
MAI Capital Management
N/A—105,938-105,938-100%$11.0M———
Advisors Asset Management, Inc.
N/A—102,883-102,883-100%$10.6M———
Bleakley Financial Group, LLC
N/A—101,852-101,852-100%$10.5M———
Allstate Corp
N/A—100,633-100,633-100%$10.4M———
Mizuho Securities USA LLC
N/A—99,891-99,891-100%$10.3M———
Auxier Asset Management LLC
N/A—98,981-98,981-100%$10.2M———
Teachers Retirement System of the State of Kentucky
N/A—98,581-98,581-100%$10.2M———
Lathrop Investment Management Co
N/A—97,471-97,471-100%$10.1M———
Hamilton Capital Partners Inc.
N/A—97,387-97,387-100%$10.1M———
Capitolis Liquid Global Markets LLC
N/A—97,303-97,303-100%$10.1M———
Federated Hermes, Inc.
N/A—96,385-96,385-100%$10.0M———
New England Asset Management Inc
N/A—95,580-95,580-100%$9.9M———
Pacer Advisors, Inc.
N/A—95,039-95,039-100%$9.8M———
Calydon Capital
N/A—94,666-94,666-100%$9.8M———
Sompo Asset Management Co., Ltd.
N/A—94,302-94,302-100%$9.8M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—94,286-94,286-100%$9.8M———
Manning & Napier Advisors LLC
N/A—94,235-94,235-100%$9.8M———
Brown Advisory Inc
N/A—94,160-94,160-100%$9.7M———
Scharf Investments, LLC
N/A—93,867-93,867-100%$9.7M———
Gamco Investors, Inc. ET AL
N/A—93,718-93,718-100%$9.7M———
Waverly Advisors, LLC
N/A—90,642-90,642-100%$9.4M———
Capital International Sarl
N/A—90,383-90,383-100%$9.4M———
KKM Financial LLC
N/A—88,558-88,558-100%$9.2M———
Montanova Capital, LLC
N/A—84,500-84,500-100%$8.7M———
Landscape Capital Management, L.L.C.
N/A—82,314-82,314-100%$8.5M———
Norinchukin Bank, The
N/A—81,861-81,861-100%$8.5M———
Erste Asset Management GmbH
N/A—81,606-81,606-100%$8.5M———
Commerzbank Aktiengesellschaft
N/A—79,378-79,378-100%$8.2M———
Kentucky Retirement Systems
N/A—79,069-79,069-100%$8.2M———
Pinnacle Financial Partners, Inc.
N/A—78,640-78,640-100%$8.1M———
Beck Bode, LLC
N/A—77,309-77,309-100%$8.0M———
Cozad Asset Management Inc
N/A—77,181-77,181-100%$8.0M———
Nomura Holdings Inc
N/A—76,210-76,210-100%$7.9M———
Omers Administration Corp
N/A—74,907-74,907-100%$7.7M———
EP Wealth Advisors, LLC
N/A—74,542-74,542-100%$7.7M———
DCM Advisors, LLC
N/A—74,423-74,423-100%$7.7M———
Siemens Fonds Invest GmbH
N/A—74,312-74,312-100%$7.7M———
Arax Advisory Partners
N/A—73,240-73,240-100%$7.6M———
Marco Investment Management LLC
N/A—72,621-72,621-100%$7.5M———
Steward Partners Investment Advisory, LLC
N/A—72,108-72,108-100%$7.5M———
Fiduciary Trust Co
N/A—71,898-71,898-100%$7.4M———
Aptus Capital Advisors, LLC
N/A—69,219-69,219-100%$7.2M———
Arvest Bank Trust Division
N/A—68,686-68,686-100%$7.1M———
Snowden Capital Advisors LLC
N/A—67,649-67,649-100%$7.0M———
Osmosis Investment Management UK Ltd
N/A—67,459-67,459-100%$7.0M———
Parus Finance (UK) Ltd
N/A—63,399-63,399-100%$6.6M———
Cloverfields Capital Group, LP
N/A—63,123-63,123-100%$6.5M———
Lombard Odier Asset Management (Switzerland) SA
N/A—62,059-62,059-100%$6.4M———
Glenmede Trust Co NA
N/A—61,803-61,803-100%$6.4M———
Hantz Financial Services, Inc.
N/A—61,346-61,346-100%$6.3M———
Cinctive Capital Management LP
N/A—61,030-61,030-100%$6.3M———
Squarepoint Ops LLC
N/A—60,741-60,741-100%$6.3M———
Caprock Group, LLC
N/A—60,398-60,398-100%$6.2M———
Advisory Services Network, LLC
N/A—59,879-59,879-100%$6.2M———
Engineers Gate Manager LP
N/A—58,154-58,154-100%$6.0M———
Verition Fund Management LLC
N/A—57,993-57,993-100%$6.0M———
RWA Wealth Partners, LLC
N/A—57,423-57,423-100%$5.9M———
Sequoia Financial Advisors, LLC
N/A—55,759-55,759-100%$5.8M———
Hillman Capital Management, Inc.
N/A—55,475-55,475-100%$5.7M———
Meeder Asset Management Inc
N/A—55,105-55,105-100%$5.7M———
Stamos Capital Partners, L.P.
N/A—54,289-54,289-100%$5.6M———
Empirical Finance, LLC
N/A—53,764-53,764-100%$5.6M———
Intech Investment Management LLC
N/A—53,454-53,454-100%$5.5M———
Heritage Trust Co
N/A—53,065-53,065-100%$5.5M———
Brevan Howard Capital Management LP
N/A—51,694-51,694-100%$5.3M———
Employees Retirement System of Texas
N/A—51,338-51,338-100%$5.3M———
Summit Trail Advisors, LLC
N/A—50,980-50,980-100%$5.3M———
LGT Fund Management Co Ltd.
N/A—50,850-50,850-100%$5.3M———
Equitable Holdings, Inc.
N/A—50,408-50,408-100%$5.2M———
Groupe la Francaise
N/A—50,024-50,024-100%$5.2M———
Rothschild Investment LLC
N/A—50,015-50,015-100%$5.2M———
BNP Paribas
N/A—49,971-49,971-100%$5.2M———
Mufg Securities Emea plc
N/A—49,940-49,940-100%$5.2M———
Morton Community Bank
N/A—49,928-49,928-100%$5.2M———
Jain Global LLC
N/A—49,158-49,158-100%$5.1M———
Madison Asset Management, LLC
N/A—48,550-48,550-100%$5.0M———
Evolve Private Wealth, LLC
N/A—48,096-48,096-100%$5.0M———
United Capital Financial Advisors, LLC
N/A—48,048-48,048-100%$5.0M———
Envestnet Portfolio Solutions, Inc.
N/A—48,048-48,048-100%$5.0M———
L & S Advisors Inc
N/A—47,408-47,408-100%$4.9M———
Farmers National Bank
N/A—47,098-47,098-100%$4.9M———
World Investment Advisors
N/A—46,647-46,647-100%$3.4M———
Pettyjohn, Wood & White, Inc
N/A—46,538-46,538-100%$4.8M———
Private Advisor Group, LLC
N/A—46,416-46,416-100%$4.8M———
Orion Porfolio Solutions, LLC
N/A—45,562-45,562-100%$4.7M———
Benjamin Edwards Inc
N/A—45,247-45,247-100%$4.7M———
Arkadios Wealth Advisors
N/A—43,998-43,998-100%$4.6M———
SouthState Bank Corp
N/A—43,446-43,446-100%$4.5M———
Hills Bank & Trust Co
N/A—43,313-43,313-100%$4.5M———
Platform Wealth Management, LLC
N/A—42,600-42,600-100%$4.4M———
44 Wealth Management LLC
N/A—41,873-41,873-100%$4.3M———
Commerce Bank
N/A—41,815-41,815-100%$4.3M———
Cheviot Value Management, LLC
N/A—41,597-41,597-100%$4.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—40,909-40,909-100%$4.2M———
Ardsley Advisory Partners LP
N/A—40,000-40,000-100%$4.1M———
Rock Springs Capital Management LP
N/A—40,000-40,000-100%$4.1M———
Solel Partners LP
N/A—39,400-39,400-100%$4.1M———
Bessemer Group Inc
N/A—39,270-39,270-100%$4.1M———
Te Ahumairangi Investment Management Ltd
N/A—39,226-39,226-100%$4.1M———
Stratos Wealth Partners, Ltd.
N/A—39,055-39,055-100%$4.0M———
Mufg Securities Americas Inc.
N/A—38,429-38,429-100%$4.0M———
Ilex Capital Partners (UK) LLP
N/A—37,582-37,582-100%$3.9M———
Argent Trust Co
N/A—36,868-36,868-100%$3.8M———
Catalyst Funds Management Pty Ltd
N/A—36,500-36,500-100%$3.8M———
First Manhattan Co. Llc.
N/A—36,168-36,168-100%$3.7M———
Brown Brothers Harriman & Co
N/A—36,029-36,029-100%$3.7M———
Longaeva Partners L.P.
N/A—35,732-35,732-100%$3.7M———
Capital Group Private Client Services, Inc.
N/A—34,569-34,569-100%$3.6M———
1832 Asset Management L.P.
N/A—34,261-34,261-100%$3.5M———
Kingsview Wealth Management, LLC
N/A—34,116-34,116-100%$3.5M———
Vestcor Inc
N/A—33,855-33,855-100%$3.5M———
Flputnam Investment Management Co
N/A—33,778-33,778-100%$3.5M———
Principal Securities, Inc.
N/A—33,514-33,514-100%$3.5M———
Atlas Capital Advisors Inc.
N/A—33,386-33,386-100%$3.5M———
Borer Denton & Associates, Inc.
N/A—32,841-32,841-100%$3.4M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—32,812-32,812-100%$3.4M———
Summit Financial, LLC
N/A—32,608-32,608-100%$3.4M———
Independent Advisor Alliance
N/A—32,453-32,453-100%$3.4M———
Resources Management Corp
N/A—32,388-32,388-100%$3.4M———
New Age Alpha Advisors, LLC
N/A—32,372-32,372-100%$3.3M———
Canada Post Corp Registered Pension Plan
N/A—31,903-31,903-100%$3.3M———
Voleon Capital Management LP
N/A—31,681-31,681-100%$3.3M———
Bcgm Wealth Management, LLC
N/A—30,612-30,612-100%$3.2M———
Metis Global Partners, LLC
N/A—30,567-30,567-100%$3.2M———
Meiji Yasuda Asset Management Co Ltd.
N/A—30,493-30,493-100%$3.2M———
Atlantic Union Bankshares Corp
N/A—30,470-30,470-100%$3.2M———
Vestmark Advisory Solutions, Inc.
N/A—30,438-30,438-100%$3.1M———
Nicolet Bankshares Inc
N/A—30,177-30,177-100%$3.1M———
Integrated Wealth Concepts LLC
N/A—29,917-29,917-100%$3.1M———
Stephens Inc
N/A—29,092-29,092-100%$3.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—29,025-29,025-100%$3.0M———
IFG Advisory, LLC
N/A—28,890-28,890-100%$3.0M———
Dark Forest Capital Management LP
N/A—28,809-28,809-100%$3.0M———
Bradley Foster & Sargent Inc
N/A—28,685-28,685-100%$3.0M———
Foundations Investment Advisors, LLC
N/A—28,183-28,183-100%$2.9M———
Alerus Financial NA
N/A—28,067-28,067-100%$2.9M———
Stock Yards Bank & Trust Co
N/A—28,000-28,000-100%$2.9M———
Huntington National Bank
N/A—27,500-27,500-100%$2.8M———
Maven Securities LTD
N/A—27,314-27,314-100%$2.8M———
Global Retirement Partners, LLC
N/A—27,309-27,309-100%$2.8M———
Keynote Financial Services LLC
N/A—27,243-27,243-100%$2.8M———
Smartleaf Asset Management LLC
N/A—27,185-27,185-100%$2.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—26,995-26,995-100%$2.8M———
Fred Alger Management, LLC
N/A—26,479-26,479-100%$2.7M———
Affinity Investment Advisors, LLC
N/A—26,426-26,426-100%$2.7M———
Fidelis Capital Partners, LLC
N/A—26,216-26,216-100%$2.7M———
Hudson Portfolio Management LLC
N/A—25,873-25,873-100%$2.7M———
Kennedy Capital Management LLC
N/A—25,089-25,089-100%$2.6M———
Meeder Advisory Services, Inc.
N/A—24,886-24,886-100%$2.6M———
Peak6 LLC
N/A—24,245-24,245-100%$2.5M———
Johnson Investment Counsel Inc
N/A—23,851-23,851-100%$2.5M———
Greenwich Wealth Management LLC
N/A—23,845-23,845-100%$2.5M———
Essex Financial Services, Inc.
N/A—23,774-23,774-100%$2.5M———
Weiss Asset Management LP
N/A—23,631-23,631-100%$2.4M———
Coldstream Capital Management Inc
N/A—23,465-23,465-100%$2.4M———
West Family Investments, Inc.
N/A—22,696-22,696-100%$175.6K———
Tower Research Capital LLC (TRC)
N/A—22,387-22,387-100%$2.3M———
Segall Bryant & Hamill, LLC
N/A—22,322-22,322-100%$2.3M———
Beacon Pointe Advisors, LLC
N/A—22,276-22,276-100%$2.3M———
Syon Capital LLC
N/A—21,781-21,781-100%$2.3M———
Ossiam
N/A—21,676-21,676-100%$2.2M———
TCW Group Inc
N/A—21,269-21,269-100%$2.2M———
NewEdge Wealth, LLC
N/A—20,936-20,936-100%$2.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—20,511-20,511-100%$2.1M———
Haverford Trust Co
N/A—20,051-20,051-100%$2.1M———
Torno Capital, LLC
N/A—20,000-20,000-100%$2.1M———
Legacy Capital Group California, Inc.
N/A—19,811-19,811-100%$2.0M———
Kennondale Capital Management LLC
N/A—19,787-19,787-100%$2.0M———
Groupama Asset Managment
N/A—19,714-19,714-100%$2.0M———
S&T Bank
N/A—19,471-19,471-100%$2.0M———
HM Payson & Co
N/A—19,373-19,373-100%$2.0M———
Pine Valley Investments Ltd Liability Co
N/A—19,205-19,205-100%$2.0M———
Wealthspire Advisors, LLC
N/A—19,016-19,016-100%$2.0M———
Twin Capital Management Inc
N/A—18,965-18,965-100%$2.0M———
Lighthouse Investment Partners, LLC
N/A—18,119-18,119-100%$1.9M———
Becker Capital Management Inc
N/A—18,059-18,059-100%$1.9M———
Westport Asset Management Inc
N/A—17,772-17,772-100%$1.8M———
Foster & Motley Inc
N/A—17,720-17,720-100%$1.8M———
Townsquare Capital LLC
N/A—17,716-17,716-100%$1.8M———
Bollard Group LLC
N/A—17,711-17,711-100%$1.8M———
Easterly Investment Partners LLC
N/A—17,600-17,600-100%$1.8M———
Cetera Trust Company, N.a
N/A—17,568-17,568-100%$1.8M———
Ark Wealth Advisors LLC
N/A—17,494-17,494-100%$1.8M———
Emerald Investment Advisers, LLC
N/A—17,468-17,468-100%$1.8M———
Pinebridge Investments LLC
N/A—17,414-17,414-100%$1.8M———
BFC Planning, Inc.
N/A—17,203-17,203-100%$1.8M———
Vaughan Nelson Investment Management, L.P.
N/A—17,035-17,035-100%$1.8M———
Mosaic Family Wealth Partners, LLC
N/A—16,998-16,998-100%$1.8M———
PFG Investments, LLC
N/A—16,931-16,931-100%$1.8M———
DJE Kapital AG
N/A—16,590-16,590-100%$2.0M———
Frec Markets, Inc.
N/A—16,529-16,529-100%$1.7M———
Boyar Asset Management Inc.
N/A—16,052-16,052-100%$1.7M———
Ellevest, Inc.
N/A—15,873-15,873-100%$492.7K———
Pallas Capital Advisors LLC
N/A—15,805-15,805-100%$1.6M———
Capital Advisors Inc
N/A—15,151-15,151-100%$1.6M———
Sumitomo Life Insurance Co
N/A—15,126-15,126-100%$1.6M———
Savvy Advisors, Inc.
N/A—15,081-15,081-100%$1.6M———
Cary Street Partners Financial LLC
N/A—14,914-14,914-100%$1.5M———
Intrust Bank NA
N/A—14,887-14,887-100%$1.5M———
Storgate, LLC
N/A—14,763-14,763-100%$1.5M———
Palouse Capital Management, Inc.
N/A—14,687-14,687-100%$1.5M———
DoubleLine ETF Adviser LP
N/A—14,604-14,604-100%$1.5M———
Richard W. Paul & Associates, LLC
N/A—14,594-14,594-100%$1.5M———
Ingalls & Snyder LLC
N/A—14,593-14,593-100%$1.5M———
Kintra Wealth, LLC
N/A—14,465-14,465-100%$1.4M———
Bridgefront Capital, LLC
N/A—14,176-14,176-100%$1.5M———
Mork Capital Management, LLC
N/A—13,960-13,960-100%$1.4M———
GeoWealth Management, LLC
N/A—13,895-13,895-100%$1.4M———
Roundview Capital LLC
N/A—13,733-13,733-100%$1.4M———
Gateway Wealth Partners, LLC
N/A—13,729-13,729-100%$1.4M———
Harbour Investments, Inc.
N/A—13,346-13,346-100%$1.4M———
Logan Capital Management Inc
N/A—13,308-13,308-100%$1.4M———
Ostrum Asset Management
N/A—13,179-13,179-100%$1.4M———
Sectoral Asset Management Inc
N/A—13,000-13,000-100%$1.3M———
Cresset Asset Management, LLC
N/A—12,818-12,818-100%$1.3M———
Mainstay Capital Management LLC
N/A—12,817-12,817-100%$1.3M———
Alteri Wealth LLC
N/A—12,662-12,662-100%$1.3M———
IHT Wealth Management, LLC
N/A—12,627-12,627-100%$1.3M———
Round Rock Advisors LLC
N/A—12,599-12,599-100%$1.3M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—12,503-12,503-100%$1.3M———
Empower Advisory Group, LLC
N/A—12,482-12,482-100%$1.3M———
LRI Investments, LLC
N/A—12,441-12,441-100%$1.3M———
Transcend Capital Advisors, LLC
N/A—12,282-12,282-100%$1.3M———
Twin Lakes Capital Management, LLC
N/A—12,256-12,256-100%$1.3M———
Monetary Management Group Inc
N/A—12,250-12,250-100%$1.3M———
Picton Mahoney Asset Management
N/A—12,171-12,171-100%$1.3M———
1ST Source Bank
N/A—12,061-12,061-100%$1.2M———
Edgestream Partners, L.P.
N/A—11,862-11,862-100%$1.2M———
Qtron Investments LLC
N/A—11,844-11,844-100%$1.2M———
Quinn Opportunity Partners LLC
N/A—11,756-11,756-100%$1.2M———
Martingale Asset Management L P
N/A—11,692-11,692-100%$1.2M———
Strategic Investment Advisors / MI
N/A—11,640-11,640-100%$1.2M———
ExodusPoint Capital Management, LP
N/A—11,616-11,616-100%$1.2M———
Simmons Bank
N/A—11,614-11,614-100%$1.2M———
ST Germain D J Co Inc
N/A—11,529-11,529-100%$1.2M———
Banque Cantonale Vaudoise
N/A—11,471-11,471-100%$1.2M———
Proffitt & Goodson Inc
N/A—11,407-11,407-100%$1.2M———
Widmann Financial Services, Inc.
N/A—11,271-11,271-100%$1.2M———
Broadwater Capital Management LLC
N/A—11,210-11,210-100%$1.2M———
Havemeyer Place LP
N/A—11,148-11,148-100%$1.2M———
Mount Lucas Management LP
N/A—11,146-11,146-100%$1.2M———
F/m Investments LLC
N/A—11,025-11,025-100%$1.1M———
Kovack Advisors, Inc.
N/A—11,010-11,010-100%$1.1M———
Vega Investment Solutions
N/A—10,997-10,997-100%$1.1M———
Ameritas Investment Partners, Inc.
N/A—10,936-10,936-100%$1.1M———
Moneta Group Investment Advisors LLC
N/A—10,910-10,910-100%$1.1M———
Smith, Moore & Co.
N/A—10,885-10,885-100%$1.1M———
Westpac Banking Corp
N/A—10,777-10,777-100%$1.1M———
XTX Topco Ltd
N/A—10,412-10,412-100%$1.1M———
Sierra Capital LLC
N/A—10,378-10,378-100%$1.1M———
Anchor Investment Management, LLC
N/A—10,174-10,174-100%$1.1M———
Mutual Advisors, LLC
N/A—10,161-10,161-100%$1.1M———
Proficio Capital Partners LLC
N/A—10,072-10,072-100%$1.0M———
Hobbs Group Advisors, LLC
N/A—10,003-10,003-100%$1.0M———
Northstar Group, Inc.
N/A—9,910-9,910-100%$1.0M———
Mayflower Financial Advisors, LLC
N/A—9,789-9,789-100%$1.0M———
Aurdan Capital Management, LLC
N/A—9,700-9,700-100%$1.0M———
NCM Capital Management, LLC
N/A—9,627-9,627-100%$995.9K———
IFS Group,LLC
N/A—9,613-9,613-100%$994.4K———
Ameritas Advisory Services, LLC
N/A—9,601-9,601-100%$993.2K———
SageView Advisory Group, LLC
N/A—9,591-9,591-100%$992.2K———
Geneos Wealth Management Inc.
N/A—9,580-9,580-100%$991.0K———
Schonfeld Strategic Advisors LLC
N/A—9,543-9,543-100%$987.2K———
Blackstone Inc.
N/A—9,301-9,301-100%$962.2K———
Insigneo Advisory Services, LLC
N/A—9,220-9,220-100%$953.9K———
Garrison Point Advisors, LLC
N/A—9,200-9,200-100%$951.7K———
Steadtrust LLC
N/A—9,175-9,175-100%$949.2K———
Addison Capital Co
N/A—9,153-9,153-100%$946.9K———
Dakota Wealth Management
N/A—9,139-9,139-100%$945.4K———
Waterloo Capital, L.P.
N/A—9,128-9,128-100%$944.3K———
WealthTrust Axiom LLC
N/A—9,080-9,080-100%$939.3K———
Prelude Capital Management, LLC
N/A—9,023-9,023-100%$933.4K———
CreativeOne Wealth, LLC
N/A—8,995-8,995-100%$930.5K———
Whittier Trust Co
N/A—8,845-8,845-100%$902.9K———
Dorsey & Whitney Trust Co LLC
N/A—8,835-8,835-100%$913.9K———
Choate Investment Advisors
N/A—8,692-8,692-100%$899.2K———
Algert Global LLC
N/A—8,670-8,670-100%$896.9K———
Kera Capital Partners, Inc.
N/A—8,478-8,478-100%$877.0K———
Modern Wealth Management, LLC
N/A—8,446-8,446-100%$873.7K———
Centiva Capital, LP
N/A—8,348-8,348-100%$863.6K———
Gladstone Institutional Advisory LLC
N/A—8,347-8,347-100%$863.5K———
Caisse DES Depots ET Consignations
N/A—8,329-8,329-100%$861.6K———
Spinnaker Trust
N/A—8,311-8,311-100%$859.8K———
Checchi Capital Advisers, LLC
N/A—8,141-8,141-100%$842.2K———
Optimize Financial Inc.
N/A—8,123-8,123-100%$840.3K———
Sound Capital Solutions LLC
N/A—8,123-8,123-100%$840.3K———
Leigh Baldwin & Co., LLC
N/A—8,022-8,022-100%$829.8K———
Snowwater Investment Partners, LLC
N/A—8,011-8,011-100%$828.7K———
Chesapeake Capital Corp
N/A—7,919-7,919-100%$819.2K———
Hilltop Holdings Inc.
N/A—7,900-7,900-100%$817.2K———
Quotient Wealth Partners, LLC
N/A—7,890-7,890-100%$816.2K———
Pettee Investors, Inc.
N/A—7,880-7,880-100%$815.2K———
Mitchell Mcleod Pugh & Williams Inc
N/A—7,867-7,867-100%$813.9K———
E Fund Management Co., Ltd.
N/A—7,825-7,825-100%$809.5K———
Ballentine Partners, LLC
N/A—7,740-7,740-100%$800.7K———
NorthRock Partners, LLC
N/A—7,569-7,569-100%$783.0K———
Composition Wealth, LLC
N/A—7,478-7,478-100%$773.6K———
Rehmann Capital Advisory Group
N/A—7,477-7,477-100%$773.5K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—7,416-7,416-100%$767.2K———
Citizens Business Bank
N/A—7,379-7,379-100%$763.4K———
Wealth Alliance, LLC
N/A—7,379-7,379-100%$763.3K———
Beaton Management Co. Inc.
N/A—7,360-7,360-100%$761.0K———
Crews Bank & Trust
N/A—7,317-7,317-100%$756.9K———
Advisory Alpha, LLC
N/A—7,273-7,273-100%$752.5K———
Prasad Wealth Partners, LLC
N/A—7,165-7,165-100%$741.3K———
Meadowbrook Advisors Group, LLC
N/A—7,154-7,154-100%$740.1K———
Financial Engines Advisors L.L.C.
N/A—7,133-7,133-100%$737.9K———
Whittier Trust Co of Nevada Inc
N/A—7,077-7,077-100%$738.3K———
Fayez Sarofim & Co
N/A—7,070-7,070-100%$731.4K———
Pure Financial Advisors, LLC
N/A—7,016-7,016-100%$725.8K———
Mission Creek Capital Partners, Inc.
N/A—6,985-6,985-100%$428.7K———
Mmbg Investment Advisors Co.
N/A—6,975-6,975-100%$721.6K———
Leavell Investment Management, Inc.
N/A—6,967-6,967-100%$720.7K———
Dimension Capital Management LLC
N/A—6,967-6,967-100%$720.7K———
Advyzon Investment Management, LLC
N/A—6,959-6,959-100%$720.0K———
Coastal Bridge Advisors, LLC
N/A—6,920-6,920-100%$715.9K———
Severin Investments, LLC
N/A—6,909-6,909-100%$714.7K———
DV Trading LLC
N/A—6,882-6,882-100%$711.9K———
Aster Capital Management (Difc) Ltd
N/A—6,873-6,873-100%$711.0K———
Empire Financial Management Company, LLC
N/A—6,864-6,864-100%$710.1K———
Boston Family Office LLC
N/A—6,815-6,815-100%$705.0K———
Wilson & Boucher Capital Management, LLC
N/A—6,750-6,750-100%$698.3K———
Cary Street Partners Investment Advisory LLC
N/A—6,725-6,725-100%$695.7K———
First National Bank & Trust Co of Newtown
N/A—6,613-6,613-100%$690.6K———
Donaldson Capital Management, LLC
N/A—6,572-6,572-100%$679.9K———
Gallagher Fiduciary Advisors, LLC
N/A—6,492-6,492-100%$671.6K———
Fort Sheridan Advisors LLC
N/A—6,455-6,455-100%$667.8K———
OneAscent Financial Services LLC
N/A—6,365-6,365-100%$658.5K———
Venturi Wealth Management, LLC
N/A—6,283-6,283-100%$650.0K———
Focus Partners Advisor Solutions, LLC
N/A—6,242-6,242-100%$645.8K———
Ausdal Financial Partners, Inc.
N/A—6,242-6,242-100%$645.7K———
Zacks Investment Management
N/A—6,180-6,180-100%$639.4K———
Qsemble Capital Management, LP
N/A—6,177-6,177-100%$639.0K———
Beta Wealth Group, Inc.
N/A—6,125-6,125-100%$633.6K———
Whalerock Point Partners, LLC
N/A—6,030-6,030-100%$623.8K———
Reliant Investment Partners, LLC
N/A—6,000-6,000-100%$620.7K———
PCM Encore, LLC
N/A—5,997-5,997-100%$620.4K———
Fielder Capital Group LLC
N/A—5,972-5,972-100%$617.8K———
Rathbones Group PLC
N/A—5,969-5,969-100%$617.5K———
Atalanta Sosnoff Capital, LLC
N/A—5,960-5,960-100%$616.6K———
Webster Bank, N. A.
N/A—5,957-5,957-100%$616.3K———
Private Wealth Asset Management, LLC
N/A—5,950-5,950-100%$615.5K———
Stevens Capital Management LP
N/A—5,897-5,897-100%$610.0K———
Curi Capital, LLC
N/A—5,868-5,868-100%$607.1K———
Optas, LLC
N/A—5,859-5,859-100%$606.1K———
Rexford Capital Inc
N/A—5,832-5,832-100%$603.3K———
BCS Private Wealth Management, Inc.
N/A—5,772-5,772-100%$597.1K———
Everpar Advisors LLC
N/A—5,756-5,756-100%$595.5K———
Hexagon Capital Partners LLC
N/A—5,672-5,672-100%$586.7K———
Westwood Holdings Group Inc
N/A—5,599-5,599-100%$579.2K———
Belpointe Asset Management LLC
N/A—5,493-5,493-100%$568.3K———
Empirical Asset Management, LLC
N/A—5,473-5,473-100%$566.2K———
AssuredPartners Investment Advisors, LLC
N/A—5,401-5,401-100%$558.7K———
Cambria Investment Management, L.P.
N/A—5,371-5,371-100%$555.6K———
Bartlett & Co. Wealth Management LLC
N/A—5,340-5,340-100%$552.4K———
Range Advisory, LLC
N/A—5,259-5,259-100%$544.0K———
SOA Wealth Advisors, Llc.
N/A—5,213-5,213-100%$35.9K———
Ceeto Capital Group, LLC
N/A—5,200-5,200-100%$538.0K———
Defiance ETFs, LLC
N/A—5,142-5,142-100%$538.9K———
Vectors Research Management, LLC
N/A—5,122-5,122-100%$529.9K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—5,081-5,081-100%$525.6K———
Aristeia Capital, L.L.C.
N/A—5,035-5,035-100%$520.9K———
Bank Hapoalim BM
N/A—5,005-5,005-100%$518.0K———
Regal Investment Advisors LLC
N/A—4,981-4,981-100%$515.3K———
Banque Transatlantique SA
N/A—4,979-4,979-100%$515.1K———
RiverFront Investment Group, LLC
N/A—4,956-4,956-100%$512.7K———
Smithfield Trust Co
N/A—4,878-4,878-100%$504.0K———
First American Trust, FSB
N/A—4,858-4,858-100%$502.6K———
Boothbay Fund Management, LLC
N/A—4,819-4,819-100%$498.5K———
One Capital Management, LLC
N/A—4,814-4,814-100%$345.7K———
Cullen Capital Management, LLC
N/A—4,745-4,745-100%$490.9K———
Truvestments Capital LLC
N/A—4,733-4,733-100%$489.7K———
Wealth Watch Advisors, Inc
N/A—4,730-4,730-100%$489.3K———
Icon Wealth Advisors, LLC
N/A—4,711-4,711-100%$487.4K———
Corsicana & Co.
N/A—4,700-4,700-100%$486.2K———
Chase Investment Counsel Corp
N/A—4,680-4,680-100%$484.0K———
AlTi Global, Inc.
N/A—4,667-4,667-100%$482.8K———
Octavia Wealth Advisors, LLC
N/A—4,639-4,639-100%$479.9K———
Traub Capital Management LLC
N/A—4,619-4,619-100%$477.9K———
Athena Investment Management
N/A—4,605-4,605-100%$476.4K———
Element Wealth, LLC
N/A—4,592-4,592-100%$475.0K———
Sargent Investment Group, LLC
N/A—4,549-4,549-100%$470.6K———
LaSalle St. Investment Advisors, LLC
N/A—4,538-4,538-100%$469.5K———
Cladis Investment Advisory, LLC
N/A—4,516-4,516-100%$467.2K———
Lifeworks Advisors, LLC
N/A—4,512-4,512-100%$466.8K———
TRB Wealth Management, LLC
N/A—4,490-4,490-100%$464.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,486-4,486-100%$464.0K———
Bridgewater Advisors Inc.
N/A—4,455-4,455-100%$469.4K———
First Western Trust Bank
N/A—4,454-4,454-100%$460.8K———
Tiaa Wealth Investment Management LLC
N/A—4,412-4,412-100%$456.5K———
Basepoint Wealth LLC
N/A—4,403-4,403-100%$455.5K———
Prosperity Consulting Group, LLC
N/A—4,382-4,382-100%$453.3K———
Aspire Growth Partners LLC
N/A—4,334-4,334-100%$448.4K———
Wescott Financial Advisory Group, LLC
N/A—4,315-4,315-100%$446.4K———
Cambient Family Office, LLC
N/A—4,277-4,277-100%$442.4K———
USA Financial Formulas
N/A—4,264-4,264-100%$441.1K———
US Asset Management LLC
N/A—4,257-4,257-100%$440.4K———
Forum Private Client Group LLC
N/A—4,133-4,133-100%$427.5K———
Fortis Advisors, LLC
N/A—4,100-4,100-100%$424.1K———
Founders Financial Alliance, LLC
N/A—4,067-4,067-100%$420.8K———
Keel Point, LLC
N/A—4,058-4,058-100%$419.8K———
Fukoku Mutual Life Insurance Co
N/A—4,058-4,058-100%$419.8K———
New Republic Capital, LLC
N/A—4,054-4,054-100%$419.4K———
Bull Harbor Capital LLC
N/A—4,050-4,050-100%$419.0K———
German American Bancorp, Inc.
N/A—4,048-4,048-100%$418.8K———
Ballast Advisors LLC
N/A—4,042-4,042-100%$418.1K———
Sienna Gestion
N/A—4,024-4,024-100%$421.5K———
Meiji Yasuda Life Insurance Co
N/A—3,978-3,978-100%$411.5K———
Axiom Financial Strategies, LLC
N/A—3,977-3,977-100%$411.4K———
Wallace Advisory Group, LLC
N/A—3,960-3,960-100%$409.7K———
Resolute Capital, LLC
N/A—3,957-3,957-100%$409.4K———
Petra Financial Advisors Inc
N/A—3,943-3,943-100%$407.9K———
Main Street Financial Solutions, LLC
N/A—3,890-3,890-100%$402.4K———
LGT Group Foundation
N/A—3,883-3,883-100%$401.7K———
Campbell & Co Investment Adviser LLC
N/A—3,883-3,883-100%$401.7K———
Silver OAK Securities, Incorporated
N/A—3,867-3,867-100%$400.1K———
Berkshire Asset Management LLC
N/A—3,862-3,862-100%$399.5K———
Freestone Capital Holdings, LLC
N/A—3,852-3,852-100%$398.6K———
Virtu Financial LLC
N/A—3,829-3,829-100%$396.0K———
Ancora Advisors LLCA
N/A—3,825-3,825-100%$395.7K———
Horizon Bancorp Inc
N/A—3,797-3,797-100%$393.0K———
Transamerica Financial Advisors, LLC
N/A—3,755-3,755-100%$388.5K———
Financial Advisors Network, Inc.
N/A—3,707-3,707-100%$383.5K———
Glen Eagle Advisors, LLC
N/A—3,706-3,706-100%$383.4K———
Marshall Investment Management, LLC
N/A—3,705-3,705-100%$383.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,685-3,685-100%$381.2K———
Stonebrook Private Inc.
N/A—3,681-3,681-100%$380.8K———
Red Door Wealth Management, LLC
N/A—3,679-3,679-100%$380.6K———
Waddell & Associates, LLC
N/A—3,659-3,659-100%$378.5K———
CVA Family Office, LLC
N/A—3,640-3,640-100%$376.6K———
PCB Capital LLC
N/A—3,623-3,623-100%$374.8K———
Sunflower Bank, N.A.
N/A—3,603-3,603-100%$372.7K———
iSAM Funds (UK) Ltd
N/A—3,600-3,600-100%$372.4K———
Sound View Wealth Advisors Group, LLC
N/A—3,595-3,595-100%$371.9K———
Cadence Wealth Management LLC
N/A—3,579-3,579-100%$370.2K———
Nwam LLC
N/A—3,521-3,521-100%$364.2K———
Stratos Investment Management, LLC
N/A—3,520-3,520-100%$364.2K———
Westmount Partners, LLC
N/A—3,513-3,513-100%$363.5K———
Western Wealth Management, LLC
N/A—3,509-3,509-100%$363.1K———
Cyber Hornet ETFs LLC
N/A—3,474-3,474-100%$359.4K———
Van Hulzen Asset Management, LLC
N/A—3,453-3,453-100%$357.3K———
Morningstar Investment Management LLC
N/A—3,450-3,450-100%$247.8K———
Jackson Thornton Wealth Management, LLC
N/A—3,397-3,397-100%$351.4K———
Legacy Financial Advisors, Inc.
N/A—3,392-3,392-100%$350.9K———
Strategic Wealth Partners, Ltd.
N/A—3,353-3,353-100%$346.9K———
Prestige Wealth Management Group LLC
N/A—3,341-3,341-100%$345.6K———
S Harris Financial Group, LLC
N/A—3,328-3,328-100%$344.3K———
denkapparat Operations GmbH
N/A—3,318-3,318-100%$343.2K———
Readystate Asset Management LP
N/A—3,308-3,308-100%$342.2K———
Camelot Portfolios, LLC
N/A—3,297-3,297-100%$341.1K———
Xcelsior Advisor Partners LLC
N/A—3,238-3,238-100%$335.0K———
Topsail Wealth Management, LLC
N/A—3,227-3,227-100%$333.8K———
HighPoint Advisor Group LLC
N/A—3,191-3,191-100%$330.1K———
Khazanah Nasional Berhad
N/A—3,174-3,174-100%$328.4K———
Perennial Investment Advisors, LLC
N/A—3,173-3,173-100%$328.3K———
Holderness Investments Co
N/A—3,169-3,169-100%$327.8K———
Banco Santander, S.A.
N/A—3,138-3,138-100%$324.6K———
Matrix Private Capital Group LLC
N/A—3,113-3,113-100%$322.0K———
Lowe Brockenbrough & Co Inc
N/A—3,102-3,102-100%$320.9K———
Resurgent Financial Advisors LLC
N/A—3,093-3,093-100%$320.0K———
Acorns Advisers, LLC
N/A—3,036-3,036-100%$314.0K———
LeClair Wealth Partners LLC
N/A—3,032-3,032-100%$313.7K———
Hemenway Trust Co LLC
N/A—3,013-3,013-100%$311.7K———
Vawter Financial, Ltd.
N/A—3,000-3,000-100%$310.4K———
Fiduciary Group, LLC
N/A—2,954-2,954-100%$305.6K———
Great Valley Advisor Group, Inc.
N/A—2,935-2,935-100%$303.7K———
GTS Securities LLC
N/A—2,901-2,901-100%$300.1K———
Basecamp Wealth Advisors LLC
N/A—2,867-2,867-100%$296.6K———
Stonebridge Capital Advisors LLC
N/A—2,850-2,850-100%$294.8K———
Wealthquest Corp
N/A—2,845-2,845-100%$294.3K———
Vantus Wealth LLC
N/A—2,804-2,804-100%$290.1K———
EWA, LLC
N/A—2,796-2,796-100%$289.2K———
Flatrock Wealth Partners LLC
N/A—2,751-2,751-100%$284.6K———
Magnolia Capital Advisors LLC
N/A—2,750-2,750-100%$284.5K———
Howe & Rusling Inc
N/A—2,747-2,747-100%$284.1K———
Daner Wealth Management, LLC
N/A—2,743-2,743-100%$260.6K———
T. Rowe Price Investment Management, Inc.
N/A—2,717-2,717-100%$282.0K———
Guardian Wealth Advisors, LLC / NC
N/A—2,707-2,707-100%$280.0K———
North Star Asset Management Inc
N/A—2,705-2,705-100%$279.8K———
Pennington Partners & Co., LLC
N/A—2,696-2,696-100%$278.9K———
Marble Wealth, LLC
N/A—2,690-2,690-100%$278.3K———
VeraBank, N.A.
N/A—2,674-2,674-100%$276.6K———
Thomasville National Bank
N/A—2,654-2,654-100%$274.6K———
Circle Wealth Management, LLC
N/A—2,634-2,634-100%$272.5K———
V2 Financial group LLC
N/A—2,613-2,613-100%$270.3K———
Destination Wealth Management
N/A—2,610-2,610-100%$270.0K———
Colonial Trust Advisors
N/A—2,602-2,602-100%$269.1K———
DF Dent & Co Inc
N/A—2,601-2,601-100%$269.1K———
Northwest Bancshares, Inc.
N/A—2,592-2,592-100%$268.1K———
Klingenstein Fields & Co LP
N/A—2,580-2,580-100%$266.9K———
Tiemann Investment Advisors, LLC
N/A—2,520-2,520-100%$260.8K———
Gabelli & Co Investment Advisers, Inc.
N/A—2,500-2,500-100%$258.6K———
Mason & Associates Inc
N/A—2,500-2,500-100%$258.6K———
Avalon Trust Co
N/A—2,490-2,490-100%$257.6K———
Holistic Financial Partners
N/A—2,482-2,482-100%$256.8K———
Steigerwald, Gordon & Koch Inc.
N/A—2,481-2,481-100%$256.7K———
Caerus Investment Advisors, LLC
N/A—2,463-2,463-100%$254.8K———
Laraway Financial Advisors Inc
N/A—2,456-2,456-100%$254.1K———
UP Strategic Wealth Investment Advisors LLC
N/A—2,452-2,452-100%$243.0K———
Ameriflex Group, Inc.
N/A—2,439-2,439-100%$252.3K———
Medallion Wealth Advisors, LLC
N/A—2,424-2,424-100%$251.0K———
Quent Capital, LLC
N/A—2,422-2,422-100%$250.6K———
Somerville Kurt F
N/A—2,400-2,400-100%$248.3K———
White Pine Capital LLC
N/A—2,387-2,387-100%$246.9K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,351-2,351-100%$243.0K———
Drive Wealth Management, LLC
N/A—2,344-2,344-100%$242.5K———
Westbourne Investments, Inc.
N/A—2,330-2,330-100%$241.0K———
Amara Financial, Llc.
N/A—2,295-2,295-100%$237.4K———
MJP Associates Inc
N/A—2,293-2,293-100%$237.2K———
Oder Investment Management, LLC
N/A—2,284-2,284-100%$236.2K———
Mark Sheptoff Financial Planning, LLC
N/A—2,283-2,283-100%$236.2K———
Crestmont Private Wealth LLC
N/A—2,278-2,278-100%$235.7K———
Granite Harbor Advisors, Inc.
N/A—2,260-2,260-100%$233.8K———
Beacon Investment Advisors LLC
N/A—2,250-2,250-100%$232.8K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,248-2,248-100%$232.6K———
Alpha Financial Advisors, LLC
N/A—2,244-2,244-100%$232.1K———
Storen Legacy Partners, LLC
N/A—2,242-2,242-100%$231.9K———
Spirepoint Private Client, LLC
N/A—2,222-2,222-100%$229.9K———
Taylor Hoffman Capital Management LLC
N/A—2,202-2,202-100%$227.8K———
Quantessence Capital LLC
N/A—2,200-2,200-100%$227.6K———
Clarion Wealth Managment Partners, LLC
N/A—2,196-2,196-100%$227.2K———
Sagewood Asset Management LP
N/A—2,160-2,160-100%$223.5K———
SHP Wealth Management
N/A—2,157-2,157-100%$223.1K———
Cercano Management LLC
N/A—2,155-2,155-100%$222.9K———
Drucker Wealth 3.0, LLC
N/A—2,151-2,151-100%$222.5K———
OneAscent Family Office, LLC
N/A—2,147-2,147-100%$222.1K———
Old North State Trust, LLC
N/A—2,147-2,147-100%$222.0K———
Chatterton & Associates Inc.
N/A—2,134-2,134-100%$219.4K———
Berger Financial Group, Inc
N/A—2,083-2,083-100%$215.5K———
Harvest Fund Management Co., Ltd
N/A—2,072-2,072-100%$214.0K———
Summitry LLC
N/A—2,061-2,061-100%$213.2K———
American Trust
N/A—2,053-2,053-100%$212.4K———
Oxford Financial Group, Ltd. LLC
N/A—2,045-2,045-100%$211.6K———
Vanguard National Trust Co
N/A—2,042-2,042-100%$211.2K———
Fort Point Capital Partners LLC
N/A—2,036-2,036-100%$210.6K———
Investment Advisory Group, LLC
N/A—2,034-2,034-100%$210.4K———
Caldwell Sutter Capital, Inc.
N/A—2,029-2,029-100%$209.9K———
Tower Bridge Advisors
N/A—2,002-2,002-100%$207.1K———
ESL Trust Services, LLC
N/A—2,000-2,000-100%$206.9K———
Roble, Belko & Company, Inc
N/A—2,000-2,000-100%$207.0K———
Intellus Advisors LLC
N/A—1,992-1,992-100%$206.1K———
OneAscent Wealth Management LLC
N/A—1,990-1,990-100%$205.9K———
Klcm Advisors, Inc.
N/A—1,987-1,987-100%$205.6K———
Shufro Rose & Co LLC
N/A—1,950-1,950-100%$201.7K———
Aureus Asset Management, LLC
N/A—1,948-1,948-100%$201.5K———
Centaurus Financial, Inc.
N/A—1,902-1,902-100%$197.0K———
PlanVest Financial, Inc
N/A—1,833-1,833-100%$189.6K———
EFG International AG
N/A—1,822-1,822-100%$188.5K———
Evelyn Partners Group Ltd
N/A—1,800-1,800-100%$186.2K———
Sittner & Nelson, LLC
N/A—1,729-1,729-100%$178.9K———
Kemnay Advisory Services Inc.
N/A—1,719-1,719-100%$177.8K———
Johnson Financial Group, Inc.
N/A—1,594-1,594-100%$164.9K———
Colonial Trust Co / SC
N/A—1,416-1,416-100%$146.5K———
Frazier Financial Advisors, LLC
N/A—1,391-1,391-100%$143.9K———
1015 Capital Partners, LLC
N/A—1,385-1,385-100%$143.3K———
Loomis Sayles & Co L P
N/A—1,381-1,381-100%$142.9K———
Motco
N/A—1,376-1,376-100%$142.3K———
HighMark Wealth Management LLC
N/A—1,374-1,374-100%$142.2K———
Pinney & Scofield, Inc.
N/A—1,350-1,350-100%$139.7K———
Sachetta, LLC
N/A—1,333-1,333-100%$137.9K———
JPL Wealth Management, LLC
N/A—1,291-1,291-100%$133.5K———
Anchor Bay Capital, Inc.
N/A—1,265-1,265-100%$121.0K———
Keating Financial Advisory Services, Inc.
N/A—1,252-1,252-100%$129.5K———
Bruce G. Allen Investments, LLC
N/A—1,215-1,215-100%$125.7K———
Heritage Wealth Advisors
N/A—1,200-1,200-100%$124.1K———
Silvant Capital Management LLC
N/A—1,169-1,169-100%$120.9K———
CNB Bank
N/A—1,146-1,146-100%$118.6K———
Centennial Bank
N/A—1,066-1,066-100%$110.3K———
Capital Analysts, LLC
N/A—1,012-1,012-100%$105.0K———
Aberdeen Wealth Management LLC
N/A—1,004-1,004-100%$103.9K———
Continuum Advisory, LLC
N/A—991-991-100%$102.5K———
Virtus Advisers, LLC
N/A—978-978-100%$101.2K———
Ogorek Anthony Joseph
N/A—954-954-100%$98.0K———
Millstone Evans Group, LLC
N/A—928-928-100%$96.0K———
GW&K Investment Management, LLC
N/A—916-916-100%$95.0K———
Quarry LP
N/A—910-910-100%$94.1K———
Wellington-Altus USA Inc.
N/A—905-905-100%$65.0K———
Bogart Wealth, LLC
N/A—890-890-100%$92.0K———
Park Place Capital Corp
N/A—878-878-100%$90.8K———
Mpwm Advisory Solutions, LLC
N/A—801-801-100%$82.9K———
Lummis Asset Management, LP
N/A—800-800-100%$84.2K———
Westfuller Advisors, LLC
N/A—740-740-100%$76.6K———
Fiduciary Financial Advisors
N/A—706-706-100%$72.4K———
HHM Wealth Advisors, LLC
N/A—695-695-100%$71.9K———
Financial Life Planners
N/A—668-668-100%$69.1K———
MidFirst Bank
N/A—667-667-100%$69.0K———
Measured Wealth Private Client Group, LLC
N/A—636-636-100%$65.8K———
Tiaa Trust, National Association
N/A—617-617-100%$63.8K———
Prosperity Bancshares Inc
N/A—617-617-100%$63.8K———
Delta Asset Management LLC
N/A—611-611-100%$63.3K———
Sumitomo Mitsui Financial Group, Inc.
N/A—600-600-100%$62.1K———
Strive Financial Group,LLC
N/A—582-582-100%$60.2K———
Hamrick Investment Counsel, llc
N/A—564-564-100%$58.4K———
VSM Wealth Advisory, LLC
N/A—525-525-100%$54.3K———
Godfrey Financial Associates, Inc.
N/A—501-501-100%$51.8K———
Standard Family Office LLC
N/A—488-488-100%$50.5K———
Dogwood Wealth Management LLC
N/A—483-483-100%$50.0K———
Battery Global Advisors, LLC
N/A—478-478-100%$49.4K———
TD Capital Management LLC
N/A—478-478-100%$49.4K———
Boreal Capital Management LLC
N/A—451-451-100%$46.7K———
Front Row Advisors LLC
N/A—439-439-100%$41.0K———
Cbiz Investment Advisory Services, LLC
N/A—433-433-100%$31.1K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—431-431-100%$44.6K———
Purpose Unlimited Inc.
N/A—416-416-100%$43.4K———
WealthCollab, LLC
N/A—411-411-100%$42.5K———
Sankala Group LLC
N/A—357-357-100%$33.9K———
Rialto Wealth Management, LLC
N/A—349-349-100%$36.1K———
Chesapeake Asset Management LLC
N/A—340-340-100%$35.2K———
Crewe Advisors LLC
N/A—330-330-100%$34.1K———
Security National Bank of SO DAK
N/A—308-308-100%$31.9K———
Dunhill Financial, LLC
N/A—307-307-100%$31.9K———
Timbuktu Capital Management, LLC
N/A—300-300-100%$31.0K———
Beaird Harris Wealth Management, LLC
N/A—292-292-100%$30.2K———
Bellevue Asset Management, LLC
N/A—287-287-100%$29.7K———
Mcguire Capital Advisors Inc
N/A—271-271-100%$28.0K———
Core Alternative Capital
N/A—266-266-100%$27.5K———
Kilter Group LLC
N/A—264-264-100%$27.3K———
Aventura Private Wealth, LLC
N/A—263-263-100%$27.2K———
Atomic Invest LLC
N/A—235-235-100%$24.3K———
FWL Investment Management, LLC
N/A—230-230-100%$23.8K———
Consultiva Wealth Management, Corp.
N/A—222-222-100%$23.0K———
Cornerstone Financial Management LLC
N/A—217-217-100%$22.4K———
Strategic Investment Solutions, Inc.
N/A—208-208-100%$21.5K———
CoreFirst Bank & Trust
N/A—202-202-100%$20.9K———
Atlantic Private Wealth, LLC
N/A—200-200-100%$20.7K———
Bank of the Bluegrass & Trust Co.
N/A—200-200-100%$17.1K———
Synergy Investment Management, LLC
N/A—193-193-100%$20.3K———
Raffa Wealth Management, LLC
N/A—188-188-100%$19.4K———
BOK Financial Private Wealth, Inc.
N/A—168-168-100%$17.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—150-150-100%$15.5K———
MRP Capital Investments, LLC
N/A—150-150-100%$15.5K———
HFM Investment Advisors, LLC
N/A—129-129-100%$13.3K———
Field & Main Bank
N/A—125-125-100%$12.9K———
Bernard Wealth Management Corp.
N/A—117-117-100%$12.1K———
Penserra Capital Management LLC
N/A—108-108-100%$11———
Investors Portfolio Services LLC
N/A—106-106-100%$11.0K———
Vision Retirement, LLC
N/A—100-100-100%$10.3K———
Kerr Financial Planning Corp
N/A—97-97-100%$10.0K———
Hollencrest Capital Management
N/A—96-96-100%$9.9K———
PIN OAK Investment Advisors Inc
N/A—84-84-100%$9———
Allied Private Wealth LLC
N/A—79-79-100%$8.3K———
Benson Wealth Management Inc
N/A—78-78-100%$8.1K———
N.E.W. Advisory Services LLC
N/A—75-75-100%$7.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—73-73-100%$7.6K———
Meramec Financial Planners, LLC
N/A—58-58-100%$6.2K———
Darwin Wealth Management, LLC
N/A—51-51-100%$5.4K———
Imprint Wealth LLC
N/A—45-45-100%$4.7K———
Swan Capital LLC
N/A—42-42-100%$4.3K———
Tripletail Wealth Management, LLC
N/A—34-34-100%$3.6K———
Graney & King, LLC
N/A—30-30-100%$3.1K———
Silicon Valley Capital Partners
N/A—26-26-100%$2.7K———
Game Plan Financial Advisors, LLC
N/A—25-25-100%$2.6K———
IMA Advisory Services, Inc.
N/A—20-20-100%$2.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—20-20-100%$2.1K———
Oakmont Advisory Group, LLC
N/A—20-20-100%$2.1K———
Caitlin John, LLC
N/A—15-15-100%$1.6K———
Seneschal Advisors, LLC
N/A—11-11-100%$1.1K———
Jackson, Grant Investment Advisers, Inc.
N/A—7-7-100%$724———
Ross\johnson & Associates LLC
N/A—6-6-100%$621———
Tidemark, LLC
N/A—6-6-100%$621———
Highland Investment Advisors LLC
N/A—3-3-100%$310———
Cordant, Inc.
N/A—2-2-100%$239———
Elequin Capital, LP
N/A—1-1-100%$103———
Showing 2159 of 2159 institutions