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Caterpillar Inc (CAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares2,927,909 from 2,998,131
Change-70,222 (-2%)
Value$2.4B (-$818.8M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares2,765,428 from 2,742,185
Change+23,243 (+1%)
Value$2.2B (-$677.3M)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares1,521,243 from 1,205,934
Change+315,309 (+26%)
Value$1.2B (-$50.8M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,474,581 from 1,377,957
Change+96,624 (+7%)
Value$1.2B (-$271.8M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,291,495 from 1,307,930
Change-16,435 (-1%)
Value$1.0B (-$345.7M)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares599,504 from 595,946
Change+3,558 (+1%)
Value$486.1M (-$148.6M)
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares548,242 from 610,219
Change-61,977 (-10%)
Value$445.9M (-$200.6M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares507,123 from 662,735
Change-155,612 (-23%)
Value$411.2M (-$294.6M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares468,864 from 473,894
Change-5,030 (-1%)
Value$380.2M (-$124.5M)
Filed 2026-11-05
DekaBank Deutsche Girozentrale
INCREASED
Shares424,750 from 326,603
Change+98,147 (+30%)
Value$350.9K (+$120.4K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares390,725 from 379,703
Change+11,022 (+3%)
Value$316.8M (-$87.5M)
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares351,451 from 369,208
Change-17,757 (-5%)
Value$285.0M (-$108.2M)
Filed 2026-10-29
New York State Teachers Retirement System
DECREASED
Shares349,103 from 355,409
Change-6,306 (-2%)
Value$283.0M (-$95.4M)
Filed 2026-10-22
Pictet Asset Management Holding SA
DECREASED
Shares334,279 from 344,659
Change-10,380 (-3%)
Value$271.0M (-$96.0M)
Filed 2026-11-03
MacKenzie Financial Corp
DECREASED
Shares331,591 from 363,903
Change-32,312 (-9%)
Value$268.9M (-$118.7M)
Filed 2026-11-02
Markel Group Inc.
UNCHANGED
Shares328,650 from 328,650
Change0 (0%)
Value$266.5M (-$83.5M)
Filed 2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares313,423 from 313,099
Change+324 (+0%)
Value$254.1M (-$79.3M)
Filed 2026-10-20
Asset Management One Co., Ltd.
DECREASED
Shares313,216 from 320,025
Change-6,809 (-2%)
Value$254.0M (-$86.8M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares289,679 from 309,841
Change-20,162 (-7%)
Value$234.9M (-$95.1M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares278,239 from 308,430
Change-30,191 (-10%)
Value$203.8M (-$124.6M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares233,827 from 236,765
Change-2,938 (-1%)
Value$189.6M (-$62.5M)
Filed 2026-11-04
Temasek Holdings (Private) Ltd
INCREASED
Shares232,556 from 140,673
Change+91,883 (+65%)
Value$188.6M (+$38.8M)
Filed 2026-10-28
Retirement Systems of Alabama
DECREASED
Shares225,191 from 230,879
Change-5,688 (-2%)
Value$182.6M (-$63.3M)
Filed 2026-11-04
Robeco Institutional Asset Management B.V.
INCREASED
Shares219,176 from 178,121
Change+41,055 (+23%)
Value$177.7M (-$12.0M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares216,617 from 214,076
Change+2,541 (+1%)
Value$175.6M (-$52.3M)
Filed 2026-11-02
Swedbank AB
DECREASED
Shares215,054 from 215,096
Change-42 (0%)
Value$174.4M (-$54.7M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares212,347 from 208,164
Change+4,183 (+2%)
Value$172.2M (-$49.5M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
INCREASED
Shares204,965 from 183,734
Change+21,231 (+12%)
Value$166.2M (-$29.5M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares203,716 from 182,074
Change+21,642 (+12%)
Value$116.5M (-$3.9M)
Filed 2026-10-13
Daiwa Securities Group Inc.
INCREASED
Shares197,917 from 194,149
Change+3,768 (+2%)
Value$160.5M (-$46.3M)
Filed 2026-10-29
AGF Management LTD
DECREASED
Shares193,172 from 284,409
Change-91,237 (-32%)
Value$156.6M (-$146.2M)
Filed 2026-11-03
KBC Group NV
DECREASED
Shares185,229 from 231,511
Change-46,282 (-20%)
Value$150.2M (-$96.4M)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares178,780 from 184,451
Change-5,671 (-3%)
Value$145.0M (-$51.5M)
Filed 2026-10-30
Alecta Tjanstepension Omsesidigt
DECREASED
Shares168,200 from 219,600
Change-51,400 (-23%)
Value$136.3M (-$97.4M)
Filed 2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares165,452 from 175,084
Change-9,632 (-5%)
Value$134.1M (-$52.3M)
Filed 2026-10-15
Calamos Advisors LLC
INCREASED
Shares161,359 from 150,261
Change+11,098 (+7%)
Value$130.8M (-$29.2M)
Filed 2026-11-02
Nisa Investment Advisors, LLC
DECREASED
Shares159,571 from 162,826
Change-3,255 (-2%)
Value$129.4M (-$44.0M)
Filed 2026-10-20
Strs Ohio
DECREASED
Shares151,021 from 155,449
Change-4,428 (-3%)
Value$122.4M (-$43.1M)
Filed 2026-10-30
State of New Jersey Common Pension Fund D
DECREASED
Shares149,431 from 150,411
Change-980 (-1%)
Value$121.2M (-$39.0M)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares148,231 from 138,332
Change+9,899 (+7%)
Value$120.2M (-$27.1M)
Filed 2026-11-03
Midwest Trust Co
DECREASED
Shares136,747 from 142,243
Change-5,496 (-4%)
Value$110.9M (-$40.6M)
Filed 2026-10-22
Czech National Bank
INCREASED
Shares132,076 from 131,102
Change+974 (+1%)
Value$107.1M (-$32.5M)
Filed 2026-10-13
TD Waterhouse Canada Inc.
DECREASED
Shares130,227 from 194,396
Change-64,169 (-33%)
Value$107.7M (-$85.1M)
Filed 2026-10-16
Arizona State Retirement System
DECREASED
Shares128,822 from 129,108
Change-286 (0%)
Value$104.4M (-$33.0M)
Filed 2026-11-03
SEB Asset Management AB
DECREASED
Shares127,873 from 127,876
Change-3 (0%)
Value$103.7M (-$32.5M)
Filed 2026-11-04
Xponance LLC
INCREASED
Shares125,915 from 122,094
Change+3,821 (+3%)
Value$102.1M (-$27.9M)
Filed 2026-11-03
CIBC Asset Management Inc
DECREASED
Shares125,095 from 127,048
Change-1,953 (-2%)
Value$101.4M (-$33.9M)
Filed 2026-11-05
State of Michigan Retirement System
DECREASED
Shares115,472 from 117,972
Change-2,500 (-2%)
Value$93.6M (-$32.0M)
Filed 2026-10-27
IFM Investors Pty Ltd
INCREASED
Shares107,075 from 105,075
Change+2,000 (+2%)
Value$86.8M (-$25.1M)
Filed 2026-10-14
Country Trust Bank
INCREASED
Shares103,433 from 78,146
Change+25,287 (+32%)
Value$83.9M (+$644.8K)
Filed 2026-10-30
Pinnacle Associates LTD
DECREASED
Shares103,212 from 110,066
Change-6,854 (-6%)
Value$83.7M (-$33.5M)
Filed 2026-10-20
Meitav Investment House LTD
NEW
Shares102,350
Change+102,350
Value$83.0M
Filed 2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares101,558 from 101,732
Change-174 (0%)
Value$82.3M (-$26.0M)
Filed 2026-11-03
Heritage Investors Management Corp
DECREASED
Shares100,773 from 104,402
Change-3,629 (-3%)
Value$81.7M (-$29.5M)
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares100,750 from 97,568
Change+3,182 (+3%)
Value$62.8M (-$41.2M)
Filed 2026-11-04
Gateway Investment Advisers LLC
INCREASED
Shares96,207 from 92,976
Change+3,231 (+3%)
Value$78.0M (-$21.0M)
Filed 2026-10-13
UniSuper Management Pty Ltd
INCREASED
Shares94,624 from 50,234
Change+44,390 (+88%)
Value$76.7M (+$23.2M)
Filed 2026-10-26
Meyer Handelman Co
DECREASED
Shares92,523 from 98,242
Change-5,719 (-6%)
Value$75.0M (-$29.6M)
Filed 2026-10-28
Amalgamated Bank
DECREASED
Shares90,605 from 92,658
Change-2,053 (-2%)
Value$73.5M (-$25.2M)
Filed 2026-10-23
Busey Bank
INCREASED
Shares90,171 from 86,659
Change+3,512 (+4%)
Value$73.1M (-$19.2M)
Filed 2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares89,490 from 87,055
Change+2,435 (+3%)
Value$72.6M (-$20.1M)
Filed 2026-10-22
Neos Investment Management LLC
INCREASED
Shares86,444 from 75,223
Change+11,221 (+15%)
Value$70.1M (-$10.0M)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares82,566 from 75,605
Change+6,961 (+9%)
Value$68.3M (-$9.9M)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares82,176 from 76,670
Change+5,506 (+7%)
Value$66.6M (-$15.0M)
Filed 2026-11-04
Fort Washington Investment Advisors Inc
DECREASED
Shares81,658 from 82,247
Change-589 (-1%)
Value$66.2M (-$21.4M)
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares81,061 from 77,686
Change+3,375 (+4%)
Value$65.7M (-$17.0M)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
DECREASED
Shares80,321 from 89,291
Change-8,970 (-10%)
Value$65.1M (-$30.0M)
Filed 2026-11-05
Achmea Investment Management B.V.
NEW
Shares79,909
Change+79,909
Value$64.8M
Filed 2026-10-30
Inspire Investing, LLC
INCREASED
Shares79,445 from 67,536
Change+11,909 (+18%)
Value$64.4M (-$7.5M)
Filed 2026-10-22
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares75,743 from 75,743
Change0 (0%)
Value$61.4M (-$19.2M)
Filed 2026-10-30
OP Asset Management Ltd
INCREASED
Shares70,415 from 52,380
Change+18,035 (+34%)
Value$57.1M (+$1.3M)
Filed 2026-11-05
Vest Financial, LLC
DECREASED
Shares70,326 from 76,066
Change-5,740 (-8%)
Value$57.0M (-$24.0M)
Filed 2026-10-21
Vontobel Holding Ltd.
DECREASED
Shares69,361 from 83,551
Change-14,190 (-17%)
Value$56.2M (-$32.7M)
Filed 2026-10-16
Glenview Trust Co
DECREASED
Shares66,722 from 67,529
Change-807 (-1%)
Value$54.1M (-$17.8M)
Filed 2026-10-28
Regions Financial Corp
DECREASED
Shares66,121 from 66,531
Change-410 (-1%)
Value$53.6M (-$17.2M)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares66,093 from 71,470
Change-5,377 (-8%)
Value$53.6M (-$22.5M)
Filed 2026-10-26
New York Life Investment Management LLC
DECREASED
Shares63,918 from 64,152
Change-234 (0%)
Value$51.8M (-$16.5M)
Filed 2026-11-04
Yousif Capital Management, LLC
DECREASED
Shares61,629 from 62,531
Change-902 (-1%)
Value$50.0M (-$16.6M)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares61,149 from 63,457
Change-2,308 (-4%)
Value$49.6M (-$18.0M)
Filed 2026-10-22
Oppenheimer Asset Management Inc.
INCREASED
Shares60,986 from 60,788
Change+198 (+0%)
Value$49.4M (-$15.3M)
Filed 2026-10-27
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares60,823 from 62,731
Change-1,908 (-3%)
Value$49.3M (-$17.5M)
Filed 2026-10-30
Vaughan David Investments LLC
DECREASED
Shares60,475 from 61,062
Change-587 (-1%)
Value$49.0M (-$16.0M)
Filed 2026-11-05
Ethic Inc.
INCREASED
Shares60,391 from 59,981
Change+410 (+1%)
Value$49.0M (-$14.9M)
Filed 2026-11-03
Alphinity Investment Management Pty Ltd
DECREASED
Shares59,908 from 283,348
Change-223,440 (-79%)
Value$48.6M (-$253.2M)
Filed 2026-11-02
Levin Capital Strategies, L.P.
DECREASED
Shares57,709 from 63,309
Change-5,600 (-9%)
Value$46.8M (-$20.6M)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
DECREASED
Shares57,350 from 57,682
Change-332 (-1%)
Value$45.7M (-$8.5M)
Filed 2026-10-13
Oregon Public Employees Retirement Fund
DECREASED
Shares56,495 from 56,630
Change-135 (0%)
Value$45.8M (-$14.5M)
Filed 2026-10-30
Westchester Capital Management, Inc.
DECREASED
Shares55,738 from 55,808
Change-70 (0%)
Value$45.2M (-$14.2M)
Filed 2026-10-23
Factory Mutual Insurance Co
DECREASED
Shares54,650 from 64,000
Change-9,350 (-15%)
Value$44.3M (-$23.8M)
Filed 2026-10-30
Mutual of America Capital Management LLC
DECREASED
Shares53,237 from 53,985
Change-748 (-1%)
Value$43.2M (-$14.3M)
Filed 2026-10-23
Nichols & Pratt Advisers LLP
DECREASED
Shares51,558 from 56,535
Change-4,977 (-9%)
Value$42.6M (-$17.6M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares50,354 from 46,157
Change+4,197 (+9%)
Value$40.8M (-$8.3M)
Filed 2026-10-16
Generali Asset Management SPA SGR
INCREASED
Shares50,010 from 49,801
Change+209 (+0%)
Value$40.5M (-$12.5M)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED
Shares49,440 from 50,514
Change-1,074 (-2%)
Value$40.1M (-$13.7M)
Filed 2026-10-13
Salem Investment Counselors Inc
INCREASED
Shares48,774 from 48,741
Change+33 (+0%)
Value$39.5M (-$12.4M)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares48,609 from 45,445
Change+3,164 (+7%)
Value$39.4M (-$9.0M)
Filed 2026-10-23
KCM Investment Advisors LLC
DECREASED
Shares48,483 from 49,787
Change-1,304 (-3%)
Value$39.3M (-$13.7M)
Filed 2026-10-27
Richard C. Young & Co., Ltd.
DECREASED
Shares48,293 from 49,495
Change-1,202 (-2%)
Value$39.2M (-$13.6M)
Filed 2026-11-04
Old Republic International Corp
DECREASED
Shares47,610 from 85,500
Change-37,890 (-44%)
Value$38.6M (-$52.0M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares46,615 from 44,237
Change+2,378 (+5%)
Value$37.8M (-$9.3M)
Filed 2026-10-29
Tema Etfs LLC
DECREASED
Shares45,450 from 48,566
Change-3,116 (-6%)
Value$36.9M (-$14.9M)
Filed 2026-10-16
Union Bancaire Privee, UBP SA
DECREASED
Shares45,445 from 65,464
Change-20,019 (-31%)
Value$42.6M (-$29.8M)
Filed 2026-11-04
American Assets Investment Management, LLC
UNCHANGED
Shares45,000 from 45,000
Change0 (0%)
Value$36.5M (-$11.4M)
Filed 2026-10-30
BAR Harbor Wealth Management
DECREASED
Shares44,582 from 45,699
Change-1,117 (-2%)
Value$36.1M (-$12.5M)
Filed 2026-10-21
Americana Partners, LLC
DECREASED
Shares44,419 from 46,206
Change-1,787 (-4%)
Value$36.0M (-$13.2M)
Filed 2026-10-28
Clear Harbor Asset Management, LLC
INCREASED
Shares44,165 from 37,448
Change+6,717 (+18%)
Value$35.8M (-$4.1M)
Filed 2026-11-05
Henshaw Capital LLC
UNCHANGED
Shares43,975 from 43,975
Change0 (0%)
Value$35.7M (-$11.2M)
Filed 2026-11-03
State of Alaska, Department of Revenue
DECREASED
Shares43,545 from 45,130
Change-1,585 (-4%)
Value$35.3M (-$12.8M)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares42,881 from 38,184
Change+4,697 (+12%)
Value$34.8M (-$5.9M)
Filed 2026-10-08
Davenport & Co LLC
DECREASED
Shares42,857 from 43,321
Change-464 (-1%)
Value$34.7M (-$11.4M)
Filed 2026-10-14
Integrated Advisors Network LLC
INCREASED
Shares42,088 from 41,670
Change+418 (+1%)
Value$34.1M (-$10.3M)
Filed 2026-10-20
Noesis Capital Mangement Corp
INCREASED
Shares41,786 from 40,173
Change+1,613 (+4%)
Value$33.9M (-$8.9M)
Filed 2026-10-26
Raiffeisen Bank International AG
INCREASED
Shares41,586 from 39,500
Change+2,086 (+5%)
Value$34.4M (-$6.5M)
Filed 2026-10-28
Harfst & Associates, Inc.
INCREASED
Shares41,567 from 2,905
Change+38,662 (+1331%)
Value$33.7M (+$30.6M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares40,864 from 37,023
Change+3,841 (+10%)
Value$33.1M (-$6.3M)
Filed 2026-10-30
Park National Corp
INCREASED
Shares40,449 from 38,487
Change+1,962 (+5%)
Value$32.8M (-$8.2M)
Filed 2026-10-05
Candriam S.C.A.
INCREASED
Shares40,319 from 38,579
Change+1,740 (+5%)
Value$32.8M (-$8.2M)
Filed 2026-11-03
Segment Wealth Management, LLC
DECREASED
Shares40,303 from 40,795
Change-492 (-1%)
Value$32.7M (-$10.8M)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares39,829 from 42,523
Change-2,694 (-6%)
Value$32.3M (-$13.0M)
Filed 2026-10-05
Congress Asset Management Co
DECREASED
Shares39,765 from 41,651
Change-1,886 (-5%)
Value$32.2M (-$12.1M)
Filed 2026-10-06
ABN Amro Investment Solutions
INCREASED
Shares39,511 from 30,796
Change+8,715 (+28%)
Value$32.0M (-$759.5K)
Filed 2026-10-21
Clifford Swan Investment Counsel LLC
INCREASED
Shares39,440 from 37,571
Change+1,869 (+5%)
Value$32.0M (-$8.0M)
Filed 2026-11-05
Florida Trust Wealth Management Co
DECREASED
Shares39,219 from 39,383
Change-164 (0%)
Value$31.8M (-$10.1M)
Filed 2026-11-05
Welch Group, LLC
INCREASED
Shares39,135 from 38,163
Change+972 (+3%)
Value$31.7M (-$8.9M)
Filed 2026-10-29
Moran Wealth Management, LLC
DECREASED
Shares38,936 from 39,277
Change-341 (-1%)
Value$31.6M (-$10.3M)
Filed 2026-10-22
Citizens Financial Group Inc
INCREASED
Shares38,792 from 37,369
Change+1,423 (+4%)
Value$31.5M (-$8.3M)
Filed 2026-10-23
Parsons Capital Management Inc
DECREASED
Shares37,935 from 38,140
Change-205 (-1%)
Value$30.8M (-$9.9M)
Filed 2026-10-28
Aegon Asset Management UK PLC
DECREASED
Shares37,731 from 47,152
Change-9,421 (-20%)
Value$30.6M (-$19.6M)
Filed 2026-11-04
Exchange Traded Concepts, LLC
INCREASED
Shares37,358 from 27,397
Change+9,961 (+36%)
Value$30.3M (+$1.1M)
Filed 2026-10-28
LaFleur & Godfrey LLC
DECREASED
Shares37,296 from 40,343
Change-3,047 (-8%)
Value$30.2M (-$12.7M)
Filed 2026-10-27
Virginia Retirement Systems ET Al
DECREASED
Shares37,112 from 44,632
Change-7,520 (-17%)
Value$30.1M (-$17.4M)
Filed 2026-10-28
Associated Banc-Corp
DECREASED
Shares37,063 from 38,746
Change-1,683 (-4%)
Value$30.1M (-$11.2M)
Filed 2026-10-30
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares36,970 from 34,662
Change+2,308 (+7%)
Value$30.0M (-$6.9M)
Filed 2026-10-15
NBT Bank, N.A.
DECREASED
Shares36,727 from 38,438
Change-1,711 (-4%)
Value$29.8M (-$11.2M)
Filed 2026-10-21
Atwater Malick LLC
DECREASED
Shares36,654 from 37,866
Change-1,212 (-3%)
Value$29.7M (-$10.6M)
Filed 2026-10-15
King Luther Capital Management Corp
DECREASED
Shares36,555 from 37,034
Change-479 (-1%)
Value$29.6M (-$9.8M)
Filed 2026-11-05
Lyell Wealth Management, LP
INCREASED
Shares36,423 from 36,103
Change+320 (+1%)
Value$29.5M (-$8.9M)
Filed 2026-10-30
Culbertson A N & Co Inc
DECREASED
Shares36,412 from 37,820
Change-1,408 (-4%)
Value$29.5M (-$10.8M)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares36,276 from 38,296
Change-2,020 (-5%)
Value$29.4M (-$11.4M)
Filed 2026-10-22
Gulf International Bank (UK) Ltd
UNCHANGED
Shares36,242 from 36,242
Change0 (0%)
Value$29.4M (-$9.2M)
Filed 2026-10-20
Central Trust Co
INCREASED
Shares35,583 from 35,266
Change+317 (+1%)
Value$28.9M (-$8.7M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares35,448 from 32,457
Change+2,991 (+9%)
Value$29.3M (-$2.9M)
Filed 2026-11-04
Assenagon Asset Management S.A.
INCREASED
Shares35,230 from 15,258
Change+19,972 (+131%)
Value$28.6M (+$12.3M)
Filed 2026-10-15
Capital Investment Advisors, LLC
DECREASED
Shares34,636 from 35,169
Change-533 (-2%)
Value$28.1M (-$9.4M)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares34,249 from 32,641
Change+1,608 (+5%)
Value$27.8M (-$7.0M)
Filed 2026-10-26
Fideuram Asset Management (Ireland) dac
DECREASED
Shares33,865 from 44,899
Change-11,034 (-25%)
Value$29.5M (-$11.5M)
Filed 2026-10-29
LEE Danner & Bass Inc
DECREASED
Shares33,667 from 33,931
Change-264 (-1%)
Value$27.3M (-$8.8M)
Filed 2026-10-27
Meridian Wealth Management, LLC
INCREASED
Shares33,427 from 33,139
Change+288 (+1%)
Value$27.1M (-$8.2M)
Filed 2026-11-05
Braun Stacey Associates Inc
DECREASED
Shares33,366 from 40,049
Change-6,683 (-17%)
Value$27.1M (-$15.6M)
Filed 2026-10-19
First National Trust Co
DECREASED
Shares32,894 from 35,011
Change-2,117 (-6%)
Value$26.7M (-$10.6M)
Filed 2026-10-28
Jamison Private Wealth Management, Inc.
INCREASED
Shares32,797 from 32,765
Change+32 (+0%)
Value$26.6M (-$8.3M)
Filed 2026-10-14
Valeo Financial Advisors, LLC
DECREASED
Shares32,612 from 33,191
Change-579 (-2%)
Value$26.4M (-$8.9M)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares32,374 from 36,374
Change-4,000 (-11%)
Value$26.2M (-$12.5M)
Filed 2026-10-20
Quilter Plc
DECREASED
Shares32,303 from 32,701
Change-398 (-1%)
Value$26.2M (-$8.6M)
Filed 2026-10-21
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$25.9M (-$8.1M)
Filed 2026-10-21
Eagle Global Advisors LLC
DECREASED
Shares31,337 from 31,587
Change-250 (-1%)
Value$25.4M (-$8.2M)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares31,214 from 25,125
Change+6,089 (+24%)
Value$25.3M (-$1.4M)
Filed 2026-10-23
Vestor Capital, LLC
DECREASED
Shares30,707 from 122,835
Change-92,128 (-75%)
Value$4.2K (-$42.2K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares30,636 from 27,639
Change+2,997 (+11%)
Value$24.8M (-$4.6M)
Filed 2026-10-23
Pittenger & Anderson Inc
DECREASED
Shares30,597 from 32,619
Change-2,022 (-6%)
Value$24.8M (-$9.9M)
Filed 2026-11-02
Cutler Investment Counsel LLC
DECREASED
Shares30,506 from 30,925
Change-419 (-1%)
Value$24.7M (-$8.2M)
Filed 2026-10-28
Jacobs & Co
DECREASED
Shares30,494 from 31,867
Change-1,373 (-4%)
Value$24.7M (-$9.2M)
Filed 2026-10-09
Willis Investment Counsel
DECREASED
Shares30,414 from 54,570
Change-24,156 (-44%)
Value$24.7M (-$33.5M)
Filed 2026-10-20
Bokf, NA
DECREASED
Shares29,260 from 35,958
Change-6,698 (-19%)
Value$23.7M (-$14.6M)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares29,039 from 25,613
Change+3,426 (+13%)
Value$23.5M (-$3.7M)
Filed 2026-10-23
Stockman Wealth Management, Inc.
DECREASED
Shares28,614 from 29,686
Change-1,072 (-4%)
Value$23.2M (-$8.4M)
Filed 2026-10-27
Illinois Municipal Retirement Fund
DECREASED
Shares28,514 from 29,437
Change-923 (-3%)
Value$23.1M (-$8.2M)
Filed 2026-11-05
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares28,435 from 29,516
Change-1,081 (-4%)
Value$23.1M (-$8.4M)
Filed 2026-10-13
Crossmark Global Holdings, Inc.
INCREASED
Shares28,226 from 27,898
Change+328 (+1%)
Value$22.9M (-$6.8M)
Filed 2026-10-21
Maryland State Retirement & Pension System
INCREASED
Shares27,883 from 24,464
Change+3,419 (+14%)
Value$22.6M (-$3.4M)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED
Shares27,787 from 26,284
Change+1,503 (+6%)
Value$22.5M (-$5.5M)
Filed 2026-10-22
MGO One Seven LLC
INCREASED
Shares27,137 from 17,827
Change+9,310 (+52%)
Value$22.0M (+$3.0M)
Filed 2026-10-28
Kanawha Capital Management LLC
DECREASED
Shares26,735 from 26,940
Change-205 (-1%)
Value$21.7M (-$7.0M)
Filed 2026-10-19
LS Investment Advisors, LLC
DECREASED
Shares26,646 from 29,101
Change-2,455 (-8%)
Value$21.6M (-$9.4M)
Filed 2026-10-13
Independent Wealth Network Inc.
INCREASED
Shares26,532 from 26,505
Change+27 (+0%)
Value$21.5M (-$6.7M)
Filed 2026-10-19
BLB&B Advisors, LLC
DECREASED
Shares26,226 from 27,011
Change-785 (-3%)
Value$21.3M (-$7.5M)
Filed 2026-10-27
American National Bank & Trust
DECREASED
Shares25,461 from 26,712
Change-1,251 (-5%)
Value$20.6M (-$7.8M)
Filed 2026-10-07
Choreo, LLC
INCREASED
Shares25,369 from 24,406
Change+963 (+4%)
Value$20.6M (-$5.4M)
Filed 2026-10-28
Trifecta Capital Advisors, LLC
INCREASED
Shares25,202 from 25,019
Change+183 (+1%)
Value$20.4M (-$6.2M)
Filed 2026-10-21
Farmers & Merchants Investments Inc
DECREASED
Shares25,024 from 25,053
Change-29 (0%)
Value$20.3M (-$6.4M)
Filed 2026-10-22
Hartford Investment Management Co
DECREASED
Shares24,590 from 25,455
Change-865 (-3%)
Value$19.9M (-$7.2M)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares24,441 from 31,425
Change-6,984 (-22%)
Value$19.8M (-$13.6M)
Filed 2026-10-15
Integris Wealth Management, LLC
DECREASED
Shares24,218 from 24,236
Change-18 (0%)
Value$19.6M (-$6.2M)
Filed 2026-10-14
iA Global Asset Management Inc.
DECREASED
Shares24,216 from 30,128
Change-5,912 (-20%)
Value$19.6M (-$12.4M)
Filed 2026-10-29
Covea Finance
NEW
Shares24,200
Change+24,200
Value$19.6M
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares24,185 from 22,755
Change+1,430 (+6%)
Value$19.6M (-$4.6M)
Filed 2026-10-07
Community Bank & Trust, Waco, Texas
INCREASED
Shares23,992 from 22,861
Change+1,131 (+5%)
Value$19.5M (-$4.9M)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares23,784 from 25,189
Change-1,405 (-6%)
Value$19.2M (-$7.6M)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
DECREASED
Shares23,707 from 24,049
Change-342 (-1%)
Value$19.2M (-$6.4M)
Filed 2026-10-13
Overbrook Management Corp
INCREASED
Shares23,655 from 23,187
Change+468 (+2%)
Value$19.2M (-$5.5M)
Filed 2026-10-08
CX Institutional
INCREASED
Shares23,527 from 12,491
Change+11,036 (+88%)
Value$19.1K (-$13.3M)
Filed 2026-10-02
Vantage Investment Partners, LLC
INCREASED
Shares23,386 from 22,371
Change+1,015 (+5%)
Value$19.0M (-$4.9M)
Filed 2026-10-27
Narwhal Capital Management
INCREASED
Shares23,369 from 22,180
Change+1,189 (+5%)
Value$18.9M (-$4.7M)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares23,276 from 23,555
Change-279 (-1%)
Value$18.9M (-$6.2M)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED
Shares23,260 from 22,564
Change+696 (+3%)
Value$18.9M (-$5.2M)
Filed 2026-10-16
Crestwood Advisors Group, LLC
DECREASED
Shares23,246 from 23,348
Change-102 (0%)
Value$18.8M (-$6.0M)
Filed 2026-10-27
New Mexico Educational Retirement Board
UNCHANGED
Shares23,102 from 23,102
Change0 (0%)
Value$18.7M (-$5.9M)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares23,072 from 22,702
Change+370 (+2%)
Value$18.7M (-$5.5M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares22,600 from 23,500
Change-900 (-4%)
Value$18.3M (-$6.7M)
Filed 2026-10-20
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares22,319 from 20,443
Change+1,876 (+9%)
Value$18.1M (-$3.7M)
Filed 2026-10-26
Traynor Capital Management, Inc.
INCREASED
Shares22,147 from 21,130
Change+1,017 (+5%)
Value$18.0M (-$4.5M)
Filed 2026-10-29
Wedbush Securities Inc
DECREASED
Shares21,952 from 22,428
Change-476 (-2%)
Value$17.8M (-$6.1M)
Filed 2026-10-22
Integrity Alliance, Llc.
INCREASED
Shares21,879 from 14,349
Change+7,530 (+52%)
Value$17.7M (+$2.5M)
Filed 2026-10-29
Greenwood Gearhart LLC
INCREASED
Shares21,426 from 21,216
Change+210 (+1%)
Value$17.4M (-$5.2M)
Filed 2026-11-02
Tufton Capital Management
DECREASED
Shares21,389 from 21,801
Change-412 (-2%)
Value$17.3M (-$5.9M)
Filed 2026-10-20
McGuire Investment Group, LLC
DECREASED
Shares21,052 from 21,108
Change-56 (0%)
Value$17.1M (-$5.4M)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares20,810 from 18,974
Change+1,836 (+10%)
Value$16.9M (-$3.3M)
Filed 2026-10-14
Fusion Capital, LLC
DECREASED
Shares20,648 from 20,753
Change-105 (-1%)
Value$16.7M (-$5.4M)
Filed 2026-10-28
Cadinha & Co LLC
DECREASED
Shares20,443 from 22,251
Change-1,808 (-8%)
Value$16.6M (-$7.1M)
Filed 2026-10-22
Sigma Investment Counselors Inc
INCREASED
Shares20,333 from 18,547
Change+1,786 (+10%)
Value$16.5M (-$3.3M)
Filed 2026-10-27
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares20,264 from 21,737
Change-1,473 (-7%)
Value$16.4M (-$6.7M)
Filed 2026-10-22
M&G Plc
INCREASED
Shares20,151 from 4,224
Change+15,927 (+377%)
Value$16.3M (+$11.8M)
Filed 2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
INCREASED
Shares20,062 from 14,782
Change+5,280 (+36%)
Value$16.3M (+$531.2K)
Filed 2026-10-21
Knights of Columbus Asset Advisors LLC
DECREASED
Shares19,832 from 22,967
Change-3,135 (-14%)
Value$16.1M (-$8.4M)
Filed 2026-11-05
Principle Wealth Partners LLC
DECREASED
Shares19,813 from 20,342
Change-529 (-3%)
Value$16.1M (-$5.6M)
Filed 2026-11-02
OAK Ridge Investments LLC
DECREASED
Shares19,792 from 20,755
Change-963 (-5%)
Value$16.0M (-$6.1M)
Filed 2026-10-30
Welch & Forbes LLC
DECREASED
Shares19,628 from 20,137
Change-509 (-3%)
Value$15.9M (-$5.5M)
Filed 2026-11-04
TrinityBridge Ltd
INCREASED
Shares19,626 from 18,937
Change+689 (+4%)
Value$15.9M (-$4.2M)
Filed 2026-10-30
Citizens National Bank Trust Department
DECREASED
Shares19,612 from 19,944
Change-332 (-2%)
Value$15.9M (-$5.3M)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares19,590 from 19,219
Change+371 (+2%)
Value$15.9M (-$4.6M)
Filed 2026-10-13
Calamos Wealth Management LLC
DECREASED
Shares19,518 from 19,805
Change-287 (-1%)
Value$15.8M (-$5.3M)
Filed 2026-11-02
Searle & Co.
DECREASED
Shares19,375 from 20,375
Change-1,000 (-5%)
Value$15.7M (-$6.0M)
Filed 2026-11-04
Allied Investment Advisors, LLC
DECREASED
Shares19,317 from 20,083
Change-766 (-4%)
Value$15.7M (-$5.7M)
Filed 2026-10-13
Ferguson Wellman Capital Management, Inc
DECREASED
Shares19,140 from 20,146
Change-1,006 (-5%)
Value$15.5M (-$5.9M)
Filed 2026-10-05
Physicians Financial Services, Inc.
INCREASED
Shares19,103 from 19,039
Change+64 (+0%)
Value$15.5M (-$4.8M)
Filed 2026-11-04
Goelzer Investment Management, Inc.
INCREASED
Shares19,103 from 19,073
Change+30 (+0%)
Value$15.5M (-$4.8M)
Filed 2026-10-16
James Investment Research, Inc.
DECREASED
Shares19,011 from 20,761
Change-1,750 (-8%)
Value$15.4M (-$6.7M)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
INCREASED
Shares18,935 from 18,505
Change+430 (+2%)
Value$15.4M (-$4.4M)
Filed 2026-10-22
City Holding Co
DECREASED
Shares18,810 from 18,976
Change-166 (-1%)
Value$15.3M (-$5.0M)
Filed 2026-10-19
Addenda Capital Inc.
UNCHANGED
Shares18,800 from 18,800
Change0 (0%)
Value$15.2M (-$4.8M)
Filed 2026-10-13
Griffin Asset Management, Inc.
DECREASED
Shares18,782 from 19,166
Change-384 (-2%)
Value$15.2M (-$5.2M)
Filed 2026-10-22
Central Bank & Trust Co
DECREASED
Shares18,517 from 19,031
Change-514 (-3%)
Value$15.0M (-$5.3M)
Filed 2026-10-09
Compound Planning, Inc.
DECREASED
Shares18,356 from 18,879
Change-523 (-3%)
Value$14.9M (-$5.2M)
Filed 2026-11-05
Sentry LLC
DECREASED
Shares18,318 from 18,664
Change-346 (-2%)
Value$14.9M (-$5.0M)
Filed 2026-10-30
Koshinski Asset Management, Inc.
DECREASED
Shares18,246 from 18,247
Change-1 (0%)
Value$14.8M (-$4.6M)
Filed 2026-10-29
Capital Investment Counsel, LLC
DECREASED
Shares18,128 from 19,418
Change-1,290 (-7%)
Value$14.7M (-$6.0M)
Filed 2026-10-14
Tokio Marine Asset Management Co LTD
INCREASED
Shares18,092 from 17,290
Change+802 (+5%)
Value$14.7M (-$3.7M)
Filed 2026-10-26
Northeast Investment Management
DECREASED
Shares17,828 from 18,228
Change-400 (-2%)
Value$14.5M (-$5.0M)
Filed 2026-10-30
Smith Salley Wealth Management
DECREASED
Shares17,764 from 17,889
Change-125 (-1%)
Value$14.4M (-$4.6M)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares17,738 from 18,157
Change-419 (-2%)
Value$14.4M (-$5.0M)
Filed 2026-10-13
First Financial Bank - Trust Division
DECREASED
Shares17,696 from 18,457
Change-761 (-4%)
Value$14.3M (-$5.3M)
Filed 2026-10-01
Sowell Financial Services LLC
DECREASED
Shares17,534 from 17,536
Change-2 (0%)
Value$14.2M (-$4.5M)
Filed 2026-10-23
Caldwell Trust Co
DECREASED
Shares17,475 from 17,533
Change-58 (0%)
Value$14.2M (-$4.5M)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares17,452 from 16,021
Change+1,431 (+9%)
Value$14.1M (-$2.9M)
Filed 2026-10-27
Ritholtz Wealth Management
DECREASED
Shares17,307 from 17,455
Change-148 (-1%)
Value$14.0M (-$4.6M)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
DECREASED
Shares17,244 from 17,601
Change-357 (-2%)
Value$14.0M (-$4.8M)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares17,017 from 15,074
Change+1,943 (+13%)
Value$13.8M (-$2.3M)
Filed 2026-11-05
FFG Partners, LLC
INCREASED
Shares16,953 from 14,217
Change+2,736 (+19%)
Value$13.7M (-$1.4M)
Filed 2026-10-15
Fourpath Capital Management, LLC
DECREASED
Shares16,949 from 17,287
Change-338 (-2%)
Value$13.7M (-$4.7M)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares16,645 from 13,949
Change+2,696 (+19%)
Value$13.5M (-$1.4M)
Filed 2026-10-16
Greenleaf Trust
INCREASED
Shares16,609 from 16,415
Change+194 (+1%)
Value$13.5M (-$4.0M)
Filed 2026-10-29
Bailard, Inc.
DECREASED
Shares16,574 from 16,943
Change-369 (-2%)
Value$13.4M (-$4.6M)
Filed 2026-10-13
Aries Wealth Management
DECREASED
Shares16,562 from 17,525
Change-963 (-5%)
Value$13.4M (-$5.2M)
Filed 2026-10-23
Franklin Street Advisors Inc
INCREASED
Shares16,536 from 16,356
Change+180 (+1%)
Value$13.4M (-$4.0M)
Filed 2026-10-13
Community Bank of Raymore
DECREASED
Shares16,395 from 16,803
Change-408 (-2%)
Value$13.3M (-$4.6M)
Filed 2026-10-23
Meiji Yasuda America Inc
INCREASED
Shares16,385 from 13,351
Change+3,034 (+23%)
Value$13.3M (-$932.7K)
Filed 2026-10-22
Ascent Wealth Partners, LLC
DECREASED
Shares16,255 from 16,296
Change-41 (0%)
Value$13.2M (-$4.2M)
Filed 2026-10-23
Cornerstone Wealth Group, LLC
INCREASED
Shares16,078 from 8,186
Change+7,892 (+96%)
Value$13.0M (+$4.3M)
Filed 2026-11-02
Teamwork Financial Advisors, LLC
INCREASED
Shares15,858 from 14,865
Change+993 (+7%)
Value$12.9M (-$3.0M)
Filed 2026-10-19
Aull & Monroe Investment Management Corp
DECREASED
Shares15,852 from 16,206
Change-354 (-2%)
Value$12.9M (-$4.4M)
Filed 2026-10-16
Beese Fulmer Investment Management, Inc.
INCREASED
Shares15,832 from 15,777
Change+55 (+0%)
Value$12.8M (-$4.0M)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares15,749 from 14,723
Change+1,026 (+7%)
Value$12.8M (-$2.9M)
Filed 2026-10-08
Cordgrass Capital Advisors, LLC
DECREASED
Shares15,633 from 15,753
Change-120 (-1%)
Value$12.7M (-$4.1M)
Filed 2026-10-30
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares15,568 from 16,039
Change-471 (-3%)
Value$12.6M (-$4.5M)
Filed 2026-11-02
Guyasuta Investment Advisors Inc
DECREASED
Shares15,516 from 15,554
Change-38 (0%)
Value$12.6M (-$4.0M)
Filed 2026-10-15
Ipswich Investment Management Co., Inc.
DECREASED
Shares15,472 from 15,627
Change-155 (-1%)
Value$12.5M (-$4.1M)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares15,352 from 14,720
Change+632 (+4%)
Value$12.4M (-$3.2M)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares15,338 from 19,582
Change-4,244 (-22%)
Value$12.4M (-$8.4M)
Filed 2026-10-15
Gerald Baker Financial Group LLC
INCREASED
Shares15,331 from 15,328
Change+3 (+0%)
Value$12.4M (-$3.9M)
Filed 2026-10-09
Cullinan Associates Inc
INCREASED
Shares15,224 from 15,128
Change+96 (+1%)
Value$12.3M (-$3.8M)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,167 from 14,645
Change+522 (+4%)
Value$12.3M (-$3.3M)
Filed 2026-11-03
Gouws Capital LLC
INCREASED
Shares15,075 from 15,066
Change+9 (+0%)
Value$12.2M (-$3.8M)
Filed 2026-10-09
Y.D. More Investments Ltd
INCREASED
Shares15,051 from 12,703
Change+2,348 (+18%)
Value$12.2M (-$1.3M)
Filed 2026-11-02
Equitable Trust Co
DECREASED
Shares15,028 from 15,577
Change-549 (-4%)
Value$12.2M (-$4.4M)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares14,916 from 14,989
Change-73 (0%)
Value$12.1M (-$3.9M)
Filed 2026-10-23
TCI Wealth Advisors, Inc.
DECREASED
Shares14,908 from 14,948
Change-40 (0%)
Value$12.1M (-$3.8M)
Filed 2026-10-30
Neville Rodie & Shaw Inc
DECREASED
Shares14,902 from 14,952
Change-50 (0%)
Value$12.1K (-$15.9M)
Filed 2026-10-05
Oak Harvest Investment Services
INCREASED
Shares14,840 from 13,954
Change+886 (+6%)
Value$12.0M (-$2.8M)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares14,803 from 14,583
Change+220 (+2%)
Value$12.0M (-$3.5M)
Filed 2026-10-21
SteelPeak Wealth, LLC
INCREASED
Shares14,637 from 13,800
Change+837 (+6%)
Value$11.9M (-$2.8M)
Filed 2026-10-16
Montgomery Investment Management Inc
UNCHANGED
Shares14,327 from 14,327
Change0 (0%)
Value$11.6M (-$3.6M)
Filed 2026-10-26
Eastern Bank
INCREASED
Shares14,133 from 14,124
Change+9 (+0%)
Value$11.5M (-$3.6M)
Filed 2026-10-05
VestGen Advisors, LLC
DECREASED
Shares14,029 from 14,885
Change-856 (-6%)
Value$11.4M (-$4.5M)
Filed 2026-10-27
Jackson Square Capital, LLC
DECREASED
Shares14,017 from 15,546
Change-1,529 (-10%)
Value$11.4M (-$5.2M)
Filed 2026-10-19
Canandaigua National Bank & Trust Co
DECREASED
Shares14,001 from 14,953
Change-952 (-6%)
Value$11.4M (-$4.6M)
Filed 2026-10-07
Boit C F David
DECREASED
Shares14,000 from 14,200
Change-200 (-1%)
Value$11.4M (-$3.8M)
Filed 2026-10-29
Trust Co of Toledo NA
INCREASED
Shares13,995 from 13,719
Change+276 (+2%)
Value$11.3M (-$3.3M)
Filed 2026-10-16
Quadrant Capital Group LLC
INCREASED
Shares13,918 from 13,829
Change+89 (+1%)
Value$10.8M (-$4.0M)
Filed 2026-10-20
North Dakota State Investment Board
INCREASED
Shares13,912 from 13,389
Change+523 (+4%)
Value$11.3M (-$3.0M)
Filed 2026-10-27
Zega Investments, LLC
INCREASED
Shares13,902 from 3,449
Change+10,453 (+303%)
Value$11.3M (+$7.6M)
Filed 2026-11-04
Plato Investment Management Ltd
INCREASED
Shares13,874 from 13,863
Change+11 (+0%)
Value$11.3M (-$3.4M)
Filed 2026-11-05
Pflug Koory, LLC
DECREASED
Shares13,846 from 13,849
Change-3 (0%)
Value$11.2M (-$3.5M)
Filed 2026-10-26
Signaturefd, LLC
DECREASED
Shares13,831 from 13,891
Change-60 (0%)
Value$11.2M (-$3.6M)
Filed 2026-10-23
Family Legacy, Inc.
DECREASED
Shares13,781 from 13,961
Change-180 (-1%)
Value$11.2M (-$3.7M)
Filed 2026-10-13
Reliant Investment Management, LLC
DECREASED
Shares13,770 from 14,074
Change-304 (-2%)
Value$11.2M (-$3.8M)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares13,749 from 21,818
Change-8,069 (-37%)
Value$11.1M (-$12.1M)
Filed 2026-10-21
Consolidated Capital Management, LLC
INCREASED
Shares13,426 from 13,352
Change+74 (+1%)
Value$10.9M (-$3.3M)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares13,383 from 21,827
Change-8,444 (-39%)
Value$10.9M (-$12.4M)
Filed 2026-10-30
Romano Brothers and Company
DECREASED
Shares13,364 from 14,045
Change-681 (-5%)
Value$10.8M (-$4.1M)
Filed 2026-10-22
Columbia Asset Management
DECREASED
Shares13,328 from 14,167
Change-839 (-6%)
Value$10.8M (-$4.3M)
Filed 2026-10-19
Payden & Rygel
INCREASED
Shares13,300 from 300
Change+13,000 (+4333%)
Value$10.8M (+$10.5M)
Filed 2026-10-28
Trust Co of Vermont
INCREASED
Shares13,257 from 11,962
Change+1,295 (+11%)
Value$10.7M (-$2.0M)
Filed 2026-10-21
Chilton Capital Management LLC
UNCHANGED
Shares13,157 from 13,157
Change0 (0%)
Value$10.7M (-$3.3M)
Filed 2026-10-28
StoneX Group Inc.
DECREASED
Shares13,107 from 13,499
Change-392 (-3%)
Value$10.6M (-$3.8M)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares13,042 from 18,411
Change-5,369 (-29%)
Value$10.6M (-$9.0M)
Filed 2026-11-04
Alps Advisors Inc
DECREASED
Shares13,006 from 16,973
Change-3,967 (-23%)
Value$10.5M (-$7.5M)
Filed 2026-11-03
Eukles Asset Management
INCREASED
Shares12,949 from 12,905
Change+44 (+0%)
Value$10.5M (-$3.2M)
Filed 2026-11-04
Nicholas Hoffman & Company, Llc.
DECREASED
Shares12,861 from 12,909
Change-48 (0%)
Value$10.4M (-$3.3M)
Filed 2026-10-30
WealthPlan Investment Management, LLC
INCREASED
Shares12,819 from 12,152
Change+667 (+5%)
Value$10.4M (-$2.5M)
Filed 2026-10-15
First Citizens Bank & Trust Co
INCREASED
Shares12,695 from 5,666
Change+7,029 (+124%)
Value$10.3M (+$4.3M)
Filed 2026-10-14
Malaga Cove Capital, LLC
DECREASED
Shares12,681 from 13,197
Change-516 (-4%)
Value$10.3M (-$3.8M)
Filed 2026-10-23
Synergy Asset Management, LLC
INCREASED
Shares12,524 from 2,941
Change+9,583 (+326%)
Value$10.2M (+$7.0M)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares12,516 from 13,025
Change-509 (-4%)
Value$10.1M (-$3.7M)
Filed 2026-11-03
BNC Wealth Management, LLC
INCREASED
Shares12,417 from 12,357
Change+60 (+0%)
Value$10.1M (-$3.1M)
Filed 2026-10-19
Stenger Family Office, LLC
INCREASED
Shares12,321 from 11,136
Change+1,185 (+11%)
Value$9.5M (-$2.3M)
Filed 2026-10-22
Anderson Hoagland & Co
UNCHANGED
Shares12,314 from 12,314
Change0 (0%)
Value$8.7M (-$4.4M)
Filed 2026-10-23
J. Safra Sarasin Holding AG
INCREASED
Shares12,280 from 12,181
Change+99 (+1%)
Value$9.2M (-$1.1M)
Filed 2026-10-26
Triangle Securities Wealth Management
INCREASED
Shares12,221 from 6,161
Change+6,060 (+98%)
Value$11.5M (+$4.9M)
Filed 2026-10-14
Lmcg Investments, LLC
DECREASED
Shares12,199 from 15,428
Change-3,229 (-21%)
Value$9.9M (-$6.5M)
Filed 2026-10-21
Viewpoint Capital Management LLC
INCREASED
Shares12,151 from 8,650
Change+3,501 (+40%)
Value$9.9M (+$640.5K)
Filed 2026-10-27
Gilliland Jeter Wealth Management LLC
DECREASED
Shares12,142 from 12,151
Change-9 (0%)
Value$9.8M (-$3.1M)
Filed 2026-10-28
North Star Investment Management Corp.
DECREASED
Shares12,120 from 12,195
Change-75 (-1%)
Value$9.8M (-$3.2M)
Filed 2026-10-27
RFG Advisory, LLC
INCREASED
Shares12,076 from 9,930
Change+2,146 (+22%)
Value$9.8M (-$784.0K)
Filed 2026-11-03
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares11,846 from 11,856
Change-10 (0%)
Value$9.6M (-$3.0M)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares11,801 from 11,662
Change+139 (+1%)
Value$9.6M (-$2.9M)
Filed 2026-11-04
Whitener Capital Management, Inc.
INCREASED
Shares11,758 from 11,582
Change+176 (+2%)
Value$9.5M (-$2.8M)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares11,734 from 12,756
Change-1,022 (-8%)
Value$9.5M (-$4.1M)
Filed 2026-10-08
Bridgelight Financial Advisors, Inc.
INCREASED
Shares11,682 from 11,668
Change+14 (+0%)
Value$9.5M (-$3.0M)
Filed 2026-10-20
Brighton Jones LLC
INCREASED
Shares11,668 from 10,841
Change+827 (+8%)
Value$9.5M (-$2.1M)
Filed 2026-11-03
Kintegral Advisory, LLC
INCREASED
Shares11,527 from 11,462
Change+65 (+1%)
Value$9.3M (-$2.9M)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares11,344 from 11,613
Change-269 (-2%)
Value$9.2M (-$3.2M)
Filed 2026-10-21
Sapient Capital LLC
INCREASED
Shares11,325 from 11,149
Change+176 (+2%)
Value$9.2M (-$2.7M)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares11,303 from 12,416
Change-1,113 (-9%)
Value$9.2M (-$4.1M)
Filed 2026-10-22
Spirit of America Management Corp
INCREASED
Shares11,240 from 11,190
Change+50 (+0%)
Value$9.1M (-$2.8M)
Filed 2026-10-14
Jacobi Capital Management LLC
DECREASED
Shares11,212 from 11,247
Change-35 (0%)
Value$9.1M (-$2.9M)
Filed 2026-11-05
Perryman Financial Advisory Inc
INCREASED
Shares11,072 from 10,737
Change+335 (+3%)
Value$9.0M (-$2.5M)
Filed 2026-10-16
Monument Capital Management
DECREASED
Shares11,063 from 11,280
Change-217 (-2%)
Value$9.0M (-$3.0M)
Filed 2026-10-09
Aaron Wealth Advisors LLC
DECREASED
Shares11,034 from 11,790
Change-756 (-6%)
Value$8.9M (-$3.6M)
Filed 2026-10-13
Capital Asset Advisory Services LLC
INCREASED
Shares11,010 from 7,777
Change+3,233 (+42%)
Value$7.8M (-$529.3K)
Filed 2026-10-30
Old National Bancorp
INCREASED
Shares10,971 from 10,407
Change+564 (+5%)
Value$8.9M (-$2.2M)
Filed 2026-10-20
Providence Wealth Advisors, LLC
DECREASED
Shares10,951 from 11,040
Change-89 (-1%)
Value$9.3M (-$1.6M)
Filed 2026-10-29
SevenBridge Financial Group, LLC
DECREASED
Shares10,944 from 12,290
Change-1,346 (-11%)
Value$7.9M (-$2.4M)
Filed 2026-10-26
Plimoth Trust Co LLC
INCREASED
Shares10,770 from 10,522
Change+248 (+2%)
Value$8.7M (-$2.5M)
Filed 2026-10-26
Asset Dedication, LLC
DECREASED
Shares10,690 from 11,044
Change-354 (-3%)
Value$8.7M (-$3.1M)
Filed 2026-11-03
Indiana Trust & Investment Management Co
INCREASED
Shares10,647 from 10,557
Change+90 (+1%)
Value$8.6M (-$2.6M)
Filed 2026-10-22
Ascent Group, LLC
INCREASED
Shares10,545 from 10,359
Change+186 (+2%)
Value$8.6M (-$2.5M)
Filed 2026-10-30
Wedmont Private Capital
INCREASED
Shares10,543 from 10,012
Change+531 (+5%)
Value$8.4M (-$1.1M)
Filed 2026-10-09
Occidental Asset Management, LLC
INCREASED
Shares10,498 from 10,195
Change+303 (+3%)
Value$8.5M (-$2.3M)
Filed 2026-11-05
Cooper Capital Advisors LLC
NEW
Shares10,418
Change+10,418
Value$8.4M
Filed 2026-10-29
Focus Financial Network, Inc.
INCREASED
Shares10,407 from 10,043
Change+364 (+4%)
Value$8.4M (-$2.3M)
Filed 2026-10-14
Elite Wealth Management, Inc.
INCREASED
Shares10,406 from 4,882
Change+5,524 (+113%)
Value$8.4M (+$3.2M)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares10,344 from 7,660
Change+2,684 (+35%)
Value$8.4M (+$234.4K)
Filed 2026-11-05
Stokes Capital Advisors, LLC
INCREASED
Shares10,255 from 10,019
Change+236 (+2%)
Value$8.3M (-$2.4M)
Filed 2026-10-09
First Merchants Corp
DECREASED
Shares10,253 from 10,324
Change-71 (-1%)
Value$8.3M (-$2.7M)
Filed 2026-10-15
New Hampshire Trust
DECREASED
Shares10,194 from 10,980
Change-786 (-7%)
Value$8.3M (-$3.4M)
Filed 2026-10-20
Acorn Financial Advisory Services Inc
INCREASED
Shares10,188 from 8,619
Change+1,569 (+18%)
Value$8.3M (-$917.9K)
Filed 2026-11-02
Capital Investment Counsel, Inc
INCREASED
Shares10,028 from 9,610
Change+418 (+4%)
Value$8.1M (-$2.1M)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED
Shares10,020 from 10,027
Change-7 (0%)
Value$8.1M (-$2.6M)
Filed 2026-10-16
Jones Kertz & Associates, Inc.
DECREASED
Shares9,985 from 10,073
Change-88 (-1%)
Value$8.1M (-$2.6M)
Filed 2026-10-28
Chicago Capital, LLC
DECREASED
Shares9,932 from 10,003
Change-71 (-1%)
Value$8.1M (-$2.6M)
Filed 2026-10-13
LMG Wealth Partners, LLC
INCREASED
Shares9,842 from 9,767
Change+75 (+1%)
Value$8.0M (-$2.4M)
Filed 2026-11-05
Jefferies Financial Group Inc.
DECREASED
Shares9,824 from 10,617
Change-793 (-7%)
Value$8.0M (-$3.3M)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares9,769 from 9,190
Change+579 (+6%)
Value$7.9M (-$1.9M)
Filed 2026-11-04
Jericho Financial, LLP
INCREASED
Shares9,709 from 9,649
Change+60 (+1%)
Value$7.9M (-$2.4M)
Filed 2026-10-13
Mattern Wealth Management LLC
DECREASED
Shares9,704 from 9,771
Change-67 (-1%)
Value$7.9M (-$2.5M)
Filed 2026-11-04
Asset One Wealth Management LLC
INCREASED
Shares9,696 from 8,385
Change+1,311 (+16%)
Value$7.9M (+$195.2K)
Filed 2026-11-02
Mystic Asset Management, Inc.
DECREASED
Shares9,627 from 9,809
Change-182 (-2%)
Value$7.8M (-$2.6M)
Filed 2026-10-15
Nilsine Partners, LLC
DECREASED
Shares9,614 from 9,750
Change-136 (-1%)
Value$7.8M (-$2.6M)
Filed 2026-11-02
Argyle Capital Management, LLC
DECREASED
Shares9,557 from 10,082
Change-525 (-5%)
Value$8.1M (-$2.7M)
Filed 2026-10-28
Geneva Partners, LLC
DECREASED
Shares9,525 from 10,746
Change-1,221 (-11%)
Value$7.7M (-$3.7M)
Filed 2026-10-26
Tritonpoint Wealth, LLC
DECREASED
Shares9,505 from 9,764
Change-259 (-3%)
Value$7.7M (-$2.7M)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares9,501 from 9,379
Change+122 (+1%)
Value$7.7M (-$2.3M)
Filed 2026-11-04
Finer Wealth Management, Inc.
DECREASED
Shares9,489 from 9,816
Change-327 (-3%)
Value$7.7M (-$2.8M)
Filed 2026-10-16
Polaris Financial Partners
NEW
Shares9,482
Change+9,482
Value$7.8K
Filed 2026-10-02
PFG Advisors
DECREASED
Shares9,469 from 11,057
Change-1,588 (-14%)
Value$7.7M (-$4.1M)
Filed 2026-10-16
Rockline Wealth Management, LLC
DECREASED
Shares9,431 from 9,752
Change-321 (-3%)
Value$7.6M (-$2.7M)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares9,349 from 10,528
Change-1,179 (-11%)
Value$7.6M (-$3.6M)
Filed 2026-10-22
Hudson Capital Management LLC
DECREASED
Shares9,349 from 9,942
Change-593 (-6%)
Value$7.6M (-$3.0M)
Filed 2026-10-20
Slow Capital, Inc.
INCREASED
Shares9,260 from 9,205
Change+55 (+1%)
Value$7.5M (-$2.3M)
Filed 2026-10-23
CPA Asset Management Group, LLC
DECREASED
Shares9,197 from 9,466
Change-269 (-3%)
Value$7.5M (-$2.6M)
Filed 2026-10-26
Financial & Tax Architects, LLC
INCREASED
Shares9,153 from 9,062
Change+91 (+1%)
Value$7.4M (-$2.2M)
Filed 2026-10-15
Moneco Advisors, LLC
DECREASED
Shares9,140 from 9,710
Change-570 (-6%)
Value$7.4M (-$2.9M)
Filed 2026-11-05
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares9,113 from 9,542
Change-429 (-4%)
Value$7.4M (-$2.8M)
Filed 2026-10-09
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares9,030 from 9,012
Change+18 (+0%)
Value$7.3M (-$2.3M)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED
Shares8,997 from 10,286
Change-1,289 (-13%)
Value$7.3M (-$3.7M)
Filed 2026-10-16
Coastline Trust Co
DECREASED
Shares8,990 from 9,355
Change-365 (-4%)
Value$7.3M (-$2.7M)
Filed 2026-10-01
Churchill Financial Advisors, LLC
INCREASED
Shares8,968 from 8,768
Change+200 (+2%)
Value$7.3M (-$2.1M)
Filed 2026-10-20
Cullen T Bankers, Inc.
DECREASED
Shares8,938 from 9,072
Change-134 (-1%)
Value$7.2M (-$2.4M)
Filed 2026-10-28
Naples Global Advisors, LLC
DECREASED
Shares8,935 from 8,941
Change-6 (0%)
Value$7.2M (-$2.3M)
Filed 2026-11-05
Delta Capital Management LLC
INCREASED
Shares8,850 from 8,840
Change+10 (+0%)
Value$7.2M (-$2.2M)
Filed 2026-10-16
V-Square Quantitative Management LLC
INCREASED
Shares8,844 from 8,120
Change+724 (+9%)
Value$7.2M (-$1.5M)
Filed 2026-10-15
MV Capital Management, Inc.
DECREASED
Shares8,835 from 9,218
Change-383 (-4%)
Value$7.2M (-$2.7M)
Filed 2026-10-29
Fairfield Financial Advisors, LTD
INCREASED
Shares8,832 from 8,575
Change+257 (+3%)
Value$7.2M (-$2.0M)
Filed 2026-10-14
Mitchell Capital Management Co
DECREASED
Shares8,819 from 8,864
Change-45 (-1%)
Value$7.2M (-$2.3M)
Filed 2026-10-29
Montag A & Associates Inc
DECREASED
Shares8,795 from 12,260
Change-3,465 (-28%)
Value$7.1M (-$5.9M)
Filed 2026-10-29
Penobscot Investment Management Company, Inc.
DECREASED
Shares8,779 from 8,841
Change-62 (-1%)
Value$7.1M (-$2.3M)
Filed 2026-10-26
Parcion Private Wealth LLC
INCREASED
Shares8,765 from 8,312
Change+453 (+5%)
Value$7.1M (-$1.7M)
Filed 2026-10-28
Confluence Wealth Services, Inc.
DECREASED
Shares8,758 from 9,423
Change-665 (-7%)
Value$7.1M (-$2.9M)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares8,711 from 8,080
Change+631 (+8%)
Value$7.1M (-$1.5M)
Filed 2026-11-03
Burney Co/
DECREASED
Shares8,696 from 8,756
Change-60 (-1%)
Value$7.1M (-$2.3M)
Filed 2026-10-15
Modera Wealth Management, LLC
INCREASED
Shares8,626 from 7,448
Change+1,178 (+16%)
Value$7.0M (-$937.2K)
Filed 2026-10-28
Cumberland Advisors Inc
DECREASED
Shares8,615 from 8,640
Change-25 (0%)
Value$7.0M (-$2.2M)
Filed 2026-10-30
Indivisible Partners
DECREASED
Shares8,614 from 11,404
Change-2,790 (-24%)
Value$7.0M (-$5.2M)
Filed 2026-10-26
Hartford Financial Management Inc.
INCREASED
Shares8,493 from 8,452
Change+41 (+0%)
Value$6.9M (-$2.1M)
Filed 2026-10-21
Palisade Asset Management, LLC
INCREASED
Shares8,467 from 8,465
Change+2 (+0%)
Value$6.9M (-$2.1M)
Filed 2026-11-03
Robbins Farley
INCREASED
Shares8,459 from 7,177
Change+1,282 (+18%)
Value$6.9M (-$784.3K)
Filed 2026-10-21
Procyon Advisors, LLC
DECREASED
Shares8,446 from 10,122
Change-1,676 (-17%)
Value$6.8M (-$3.9M)
Filed 2026-10-21
Great Lakes Retirement, Inc.
INCREASED
Shares8,408 from 8,103
Change+305 (+4%)
Value$6.8M (-$1.8M)
Filed 2026-10-26
Mill Capital Management, LLC
DECREASED
Shares8,378 from 8,408
Change-30 (0%)
Value$6.8M (-$2.2M)
Filed 2026-10-26
Factor Wealth Management LTD
DECREASED
Shares8,352 from 8,373
Change-21 (0%)
Value$6.8M (-$2.1M)
Filed 2026-10-08
Concord Wealth Partners
DECREASED
Shares8,350 from 9,417
Change-1,067 (-11%)
Value$6.8M (-$3.3M)
Filed 2026-11-02
Cullen Investment Group, Ltd.
DECREASED
Shares8,335 from 8,562
Change-227 (-3%)
Value$6.7M (-$2.5M)
Filed 2026-10-13
Diversify Wealth Management, LLC
INCREASED
Shares8,289 from 6,151
Change+2,138 (+35%)
Value$6.1M (+$726.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares8,289 from 6,151
Change+2,138 (+35%)
Value$6.1M (+$726.6K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares8,257 from 8,247
Change+10 (+0%)
Value$6.7M (-$2.1M)
Filed 2026-10-23
GAM Holding AG
DECREASED
Shares8,254 from 8,858
Change-604 (-7%)
Value$6.7M (-$2.7M)
Filed 2026-11-03
Nordwand Advisors, LLC
DECREASED
Shares8,178 from 8,230
Change-52 (-1%)
Value$6.6M (-$2.1M)
Filed 2026-11-05
Granite Investment Partners, LLC
INCREASED
Shares8,147 from 7,820
Change+327 (+4%)
Value$6.6M (-$1.7M)
Filed 2026-11-04
Profund Advisors LLC
DECREASED
Shares8,143 from 8,661
Change-518 (-6%)
Value$6.6M (-$2.6M)
Filed 2026-10-29
Fulcrum Asset Management LLP
INCREASED
Shares8,097 from 7,158
Change+939 (+13%)
Value$6.7M (-$702.3K)
Filed 2026-11-04
Accurate Wealth Management, LLC
INCREASED
Shares8,061 from 7,684
Change+377 (+5%)
Value$6.2M (-$1.1M)
Filed 2026-10-20
United Capital Management of KS, Inc.
DECREASED
Shares8,058 from 8,236
Change-178 (-2%)
Value$6.5M (-$2.2M)
Filed 2026-11-04
River Street Advisors LLC
DECREASED
Shares7,983 from 8,133
Change-150 (-2%)
Value$6.5M (-$2.2M)
Filed 2026-10-22
Westover Capital Advisors, LLC
INCREASED
Shares7,953 from 4,676
Change+3,277 (+70%)
Value$6.4M (+$1.5M)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED
Shares7,927 from 6,835
Change+1,092 (+16%)
Value$6.4M (-$634.8K)
Filed 2026-10-13
Hudock, Inc.
DECREASED
Shares7,884 from 8,106
Change-222 (-3%)
Value$6.4M (-$2.2M)
Filed 2026-10-14
Concord Asset Management, LLC
DECREASED
Shares7,842 from 8,092
Change-250 (-3%)
Value$6.4M (-$2.3M)
Filed 2026-11-02
Highland Capital Management, LLC
DECREASED
Shares7,796 from 13,588
Change-5,792 (-43%)
Value$6.3M (-$8.1M)
Filed 2026-10-26
Conning Inc.
DECREASED
Shares7,783 from 41,798
Change-34,015 (-81%)
Value$6.3M (-$38.2M)
Filed 2026-10-27
Godsey & Gibb, Inc
INCREASED
Shares7,781 from 222
Change+7,559 (+3405%)
Value$6.3M (+$6.1M)
Filed 2026-10-14
Valley Brook Capital Group, Inc.
INCREASED
Shares7,768 from 7,723
Change+45 (+1%)
Value$6.3M (-$1.9M)
Filed 2026-10-26
Petredis Investment Advisors LLC
INCREASED
Shares7,745 from 7,719
Change+26 (+0%)
Value$6.3M (-$1.9M)
Filed 2026-10-20
CWA Asset Management Group, LLC
UNCHANGED
Shares7,727 from 7,727
Change0 (0%)
Value$6.3M (-$2.0M)
Filed 2026-10-19
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares7,678 from 7,800
Change-122 (-2%)
Value$6.2M (-$2.1M)
Filed 2026-10-19
Ignite Planners, LLC
INCREASED
Shares7,658 from 6,563
Change+1,095 (+17%)
Value$6.2M (-$760.9K)
Filed 2026-10-14
Huntleigh Advisors, Inc.
INCREASED
Shares7,656 from 7,408
Change+248 (+3%)
Value$6.2M (-$1.7M)
Filed 2026-11-03
Avior Wealth Management, LLC
INCREASED
Shares7,578 from 7,544
Change+34 (+0%)
Value$6.1M (-$1.9M)
Filed 2026-10-13
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares7,576 from 7,204
Change+372 (+5%)
Value$6.1M (-$1.5M)
Filed 2026-11-04
Exchange Bank
INCREASED
Shares7,561 from 7,472
Change+89 (+1%)
Value$6.1M (-$1.8M)
Filed 2026-10-07
Legacy Bridge, LLC
DECREASED
Shares7,559 from 7,679
Change-120 (-2%)
Value$6.1M (-$2.0M)
Filed 2026-10-28
Advocate Group LLC
DECREASED
Shares7,538 from 11,714
Change-4,176 (-36%)
Value$6.1M (-$6.4M)
Filed 2026-10-19
Hanson & Doremus Investment Management
DECREASED
Shares7,487 from 7,512
Change-25 (0%)
Value$6.1M (-$1.9M)
Filed 2026-10-16
Old Port Advisors
DECREASED
Shares7,471 from 7,489
Change-18 (0%)
Value$6.1M (-$1.9M)
Filed 2026-10-23
Fairvoy Private Wealth, LLC
INCREASED
Shares7,423 from 5,666
Change+1,757 (+31%)
Value$6.0M (-$15.2K)
Filed 2026-10-19
Investors Asset Management of Georgia Inc
DECREASED
Shares7,422 from 7,447
Change-25 (0%)
Value$6.0M (-$1.9M)
Filed 2026-10-20
Evergreen Capital Management LLC
INCREASED
Shares7,421 from 7,383
Change+38 (+1%)
Value$6.0M (-$1.8M)
Filed 2026-10-23
Y-Intercept (Hong Kong) Ltd
NEW
Shares7,405
Change+7,405
Value$6.0M
Filed 2026-10-16
Financial Enhancement Group LLC
INCREASED
Shares7,233 from 5,851
Change+1,382 (+24%)
Value$5.9M (-$344.4K)
Filed 2026-10-08
Apella Capital, LLC
INCREASED
Shares7,225 from 6,429
Change+796 (+12%)
Value$5.9M (-$163.3K)
Filed 2026-10-08
Boltwood Capital Management
DECREASED
Shares7,190 from 7,359
Change-169 (-2%)
Value$5.8M (-$2.0M)
Filed 2026-10-02
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares7,175 from 7,211
Change-36 (0%)
Value$5.8M (-$1.9M)
Filed 2026-10-15
Gables Capital Management Inc.
DECREASED
Shares7,150 from 7,250
Change-100 (-1%)
Value$5.8M (-$1.9M)
Filed 2026-11-04
Studio Investment Management LLC
DECREASED
Shares7,120 from 8,767
Change-1,647 (-19%)
Value$5.8M (-$3.6M)
Filed 2026-10-22
Capital Management Associates, Inc
DECREASED
Shares7,096 from 7,312
Change-216 (-3%)
Value$5.8M (-$2.0M)
Filed 2026-10-20
Clear Trail Advisors, LLC
INCREASED
Shares7,084 from 7,064
Change+20 (+0%)
Value$5.7M (-$1.8M)
Filed 2026-10-20
Portfolio Design Labs, LLC
INCREASED
Shares7,059 from 6,788
Change+271 (+4%)
Value$5.7M (-$1.5M)
Filed 2026-11-04
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares7,055 from 7,055
Change0 (0%)
Value$5.7M (-$1.8M)
Filed 2026-11-02
Global Trust Asset Management, LLC
DECREASED
Shares7,028 from 7,256
Change-228 (-3%)
Value$5.7M (-$2.0M)
Filed 2026-10-19
BCM Advisors, LLC
DECREASED
Shares7,024 from 7,049
Change-25 (0%)
Value$4.4M (-$1.9M)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares7,002 from 6,358
Change+644 (+10%)
Value$5.7M (-$1.1M)
Filed 2026-10-20
Iowa State Bank
DECREASED
Shares6,967 from 8,957
Change-1,990 (-22%)
Value$5.6M (-$3.9M)
Filed 2026-10-06
Marathon Wealth Advisors LLC
DECREASED
Shares6,964 from 7,050
Change-86 (-1%)
Value$5.6M (-$1.9M)
Filed 2026-11-04
RMR Wealth Builders
INCREASED
Shares6,963 from 5,057
Change+1,906 (+38%)
Value$5.6M (+$260.5K)
Filed 2026-10-22
Compass Financial Management LLC
INCREASED
Shares6,950 from 6,752
Change+198 (+3%)
Value$5.6M (-$527.1K)
Filed 2026-10-30
Avantax Planning Partners, Inc.
DECREASED
Shares6,944 from 6,977
Change-33 (0%)
Value$5.6M (-$1.8M)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares6,927 from 6,833
Change+94 (+1%)
Value$5.6M (-$1.7M)
Filed 2026-10-26
Weaver Capital Management LLC
INCREASED
Shares6,910 from 6,491
Change+419 (+6%)
Value$5.6M (+$1.0M)
Filed 2026-10-15
Shepherd Financial Partners LLC
DECREASED
Shares6,896 from 6,913
Change-17 (0%)
Value$5.6M (-$1.8M)
Filed 2026-11-03
Harbor Capital Advisors, Inc.
INCREASED
Shares6,804 from 6,770
Change+34 (+1%)
Value$5.5M (-$1.7M)
Filed 2026-10-22
True North Advisors, LLC
INCREASED
Shares6,780 from 5,142
Change+1,638 (+32%)
Value$5.5M (+$21.0K)
Filed 2026-10-22
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares6,775 from 6,811
Change-36 (-1%)
Value$5.5M (-$1.8M)
Filed 2026-10-22
MCF Advisors LLC
INCREASED
Shares6,756 from 6,733
Change+23 (+0%)
Value$5.5M (-$1.7M)
Filed 2026-10-28
Compton Wealth Advisory Group, LLC
DECREASED
Shares6,755 from 6,930
Change-175 (-3%)
Value$5.6M (-$1.3M)
Filed 2026-10-13
1900 Wealth Management LLC
INCREASED
Shares6,703 from 6,263
Change+440 (+7%)
Value$5.4M (-$1.2M)
Filed 2026-10-13
Eagle Rock Investment Company, LLC
UNCHANGED
Shares6,700 from 6,700
Change0 (0%)
Value$5.4M (-$1.7M)
Filed 2026-10-21
Fulton Bank, N.A.
INCREASED
Shares6,673 from 4,676
Change+1,997 (+43%)
Value$5.4M (+$430.9K)
Filed 2026-10-14
Wilkerson Advisory Group LLC
DECREASED
Shares6,658 from 6,724
Change-66 (-1%)
Value$5.4M (-$1.8M)
Filed 2026-10-20
Trust Investment Advisors
INCREASED
Shares6,645 from 5,966
Change+679 (+11%)
Value$5.4M (-$965.5K)
Filed 2026-10-20
Focused Wealth Management, Inc
INCREASED
Shares6,630 from 6,432
Change+198 (+3%)
Value$5.4M (-$1.5M)
Filed 2026-10-30
AMG National Trust Bank
DECREASED
Shares6,621 from 6,629
Change-8 (0%)
Value$5.4M (-$1.7M)
Filed 2026-11-05
Cross Staff Investments Inc
DECREASED
Shares6,598 from 6,781
Change-183 (-3%)
Value$5.3M (-$1.9M)
Filed 2026-10-22
Summit Wealth Group LLC / Co
INCREASED
Shares6,581 from 2,254
Change+4,327 (+192%)
Value$5.3M (+$2.9M)
Filed 2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares6,577 from 6,577
Change0 (0%)
Value$7.0M ($0)
Filed 2026-10-15
Nemes Rush Group LLC
DECREASED
Shares6,561 from 6,564
Change-3 (0%)
Value$5.3M (-$1.7M)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares6,558 from 3,745
Change+2,813 (+75%)
Value$5.3M (+$1.3M)
Filed 2026-10-13
Guardian Wealth Management, Inc.
DECREASED
Shares6,524 from 6,581
Change-57 (-1%)
Value$5.3M (-$1.7M)
Filed 2026-10-30
MB, Levis & Associates, LLC
INCREASED
Shares6,518 from 6,512
Change+6 (+0%)
Value$5.3M (-$1.6M)
Filed 2026-10-16
Radnor Capital Management, LLC
DECREASED
Shares6,511 from 7,091
Change-580 (-8%)
Value$5.3M (-$2.3M)
Filed 2026-10-23
Nfsg Corp
INCREASED
Shares6,468 from 1,324
Change+5,144 (+389%)
Value$5.2M (+$3.8M)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares6,416 from 16
Change+6,400 (+40000%)
Value$5.2M (+$5.2M)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares6,415
Change+6,415
Value$4.1K
Filed 2026-11-03
TritonPoint Partners, LLC
DECREASED
Shares6,405 from 9,969
Change-3,564 (-36%)
Value$5.2M (-$5.4M)
Filed 2026-11-05
Sava Infond d.o.o.
DECREASED
Shares6,400 from 7,500
Change-1,100 (-15%)
Value$5.2M (-$2.8M)
Filed 2026-10-28
Greenfield Savings Bank
INCREASED
Shares6,378 from 6,348
Change+30 (+0%)
Value$5.2M (-$1.6M)
Filed 2026-10-07
Adirondack Trust Co
DECREASED
Shares6,355 from 6,992
Change-637 (-9%)
Value$5.2M (-$2.3M)
Filed 2026-10-14
Oarsman Capital, Inc.
DECREASED
Shares6,332 from 7,683
Change-1,351 (-18%)
Value$5.1M (-$3.0M)
Filed 2026-11-05
Cypress Capital Group
INCREASED
Shares6,331 from 5,197
Change+1,134 (+22%)
Value$5.1M (-$401.2K)
Filed 2026-11-03
Cambridge Advisors Inc.
DECREASED
Shares6,291 from 6,337
Change-46 (-1%)
Value$5.1M (-$1.6M)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares6,226 from 5,602
Change+624 (+11%)
Value$5.1M (-$409.4K)
Filed 2026-11-02
Legacy Financial Strategies, LLC
DECREASED
Shares6,216 from 6,554
Change-338 (-5%)
Value$5.0M (-$1.9M)
Filed 2026-10-15
AdvisorNet Financial, Inc
DECREASED
Shares6,200 from 6,219
Change-19 (0%)
Value$4.6M (-$2.0M)
Filed 2026-10-15
Hixon Zuercher, LLC
INCREASED
Shares6,199 from 6,162
Change+37 (+1%)
Value$5.0M (-$1.5M)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares6,191 from 5,760
Change+431 (+7%)
Value$5.0M (-$1.1M)
Filed 2026-10-30
JBR Co Financial Management Inc
DECREASED
Shares6,175 from 6,205
Change-30 (0%)
Value$6.1M (-$485.7K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares6,170 from 5,718
Change+452 (+8%)
Value$5.0M (-$1.1M)
Filed 2026-11-05
Weatherly Asset Management L. P.
DECREASED
Shares6,167 from 6,231
Change-64 (-1%)
Value$5.0M (-$1.6M)
Filed 2026-10-20
Courier Capital LLC
INCREASED
Shares6,164 from 6,161
Change+3 (+0%)
Value$5.0M (-$1.6M)
Filed 2026-10-19
DT Investment Partners, LLC
DECREASED
Shares6,134 from 7,148
Change-1,014 (-14%)
Value$5.0M (-$2.6M)
Filed 2026-10-27
Ellis Investment Partners, LLC
DECREASED
Shares6,108 from 6,148
Change-40 (-1%)
Value$5.0M (-$1.6M)
Filed 2026-10-21
Beacon Bank & Trust
INCREASED
Shares6,105 from 6,009
Change+96 (+2%)
Value$4.9M (-$1.4M)
Filed 2026-10-27
Cottage Street Advisors LLC
DECREASED
Shares6,096 from 6,267
Change-171 (-3%)
Value$4.9M (-$1.7M)
Filed 2026-10-19
Allegheny Financial Group
INCREASED
Shares6,095 from 6,086
Change+9 (+0%)
Value$4.9M (-$1.5M)
Filed 2026-11-05
Cove Private Wealth, LLC
INCREASED
Shares6,027 from 5,968
Change+59 (+1%)
Value$4.9M (-$1.5M)
Filed 2026-10-28
Frank, Rimerman Advisors LLC
DECREASED
Shares5,991 from 6,001
Change-10 (0%)
Value$4.9M (-$1.5M)
Filed 2026-10-16
Leelyn Smith, LLC
INCREASED
Shares5,981 from 5,765
Change+216 (+4%)
Value$4.8M (-$1.3M)
Filed 2026-11-03
Cornerstone Planning, LLC
INCREASED
Shares5,944 from 5,926
Change+18 (+0%)
Value$5.9M (-$420.4K)
Filed 2026-10-27
Columbia Bank
DECREASED
Shares5,934 from 6,115
Change-181 (-3%)
Value$4.8M (-$1.7M)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares5,877 from 4,237
Change+1,640 (+39%)
Value$4.0M (+$247.2K)
Filed 2026-10-27
Old Mission Investment Co LLC
DECREASED
Shares5,819 from 6,179
Change-360 (-6%)
Value$4.7M (-$1.9M)
Filed 2026-10-22
JFS Wealth Advisors, LLC
DECREASED
Shares5,806 from 5,812
Change-6 (0%)
Value$4.7M (-$1.5M)
Filed 2026-11-03
Roman Butler Fullerton & Co
DECREASED
Shares5,765 from 5,948
Change-183 (-3%)
Value$4.2M (-$1.4M)
Filed 2026-10-27
Brady Family Wealth, LLC
DECREASED
Shares5,737 from 5,978
Change-241 (-4%)
Value$4.7M (-$1.7M)
Filed 2026-11-02
Howland Capital Management LLC
DECREASED
Shares5,731 from 6,659
Change-928 (-14%)
Value$4.6M (-$2.4M)
Filed 2026-10-22
AM Investment Strategies LLC
UNCHANGED
Shares5,719 from 5,719
Change0 (0%)
Value$4.6M (-$1.5M)
Filed 2026-11-05
Cordatus Wealth Management LLC
DECREASED
Shares5,686 from 5,720
Change-34 (-1%)
Value$4.6M (-$1.5M)
Filed 2026-10-19
Sierra Summit Advisors LLC
INCREASED
Shares5,671 from 5,652
Change+19 (+0%)
Value$4.6M (-$1.4M)
Filed 2026-10-28
First National Bank Sioux Falls
UNCHANGED
Shares5,651 from 5,651
Change0 (0%)
Value$4.6M (+$215.5K)
Filed 2026-10-13
Kentucky Trust Co
DECREASED
Shares5,620 from 5,734
Change-114 (-2%)
Value$4.6M (-$1.5M)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
DECREASED
Shares5,590 from 5,763
Change-173 (-3%)
Value$4.5M (-$1.6M)
Filed 2026-10-21
Quintet Private Bank (Europe) S.A.
INCREASED
Shares5,582 from 4,565
Change+1,017 (+22%)
Value$4.5M (-$335.4K)
Filed 2026-10-08
Bensler, LLC
INCREASED
Shares5,557 from 2,003
Change+3,554 (+177%)
Value$4.5M (+$2.4M)
Filed 2026-11-05
Sitrin Capital Management LLC
DECREASED
Shares5,557 from 5,614
Change-57 (-1%)
Value$4.5M (-$1.5M)
Filed 2026-10-19
Wealth Group, Ltd.
DECREASED
Shares5,556 from 19,039
Change-13,483 (-71%)
Value$4.5M (-$15.8M)
Filed 2026-10-30
Trueblood Wealth Management, LLC
DECREASED
Shares5,497 from 5,559
Change-62 (-1%)
Value$4.5M (-$1.5M)
Filed 2026-10-23
Garde Capital, Inc.
INCREASED
Shares5,489 from 5,482
Change+7 (+0%)
Value$4.5M (-$1.4M)
Filed 2026-10-29
Parkside Financial Bank & Trust
INCREASED
Shares5,485 from 5,483
Change+2 (+0%)
Value$4.4M (-$1.4M)
Filed 2026-10-27
Aljian Capital Management, LLC
DECREASED
Shares5,463 from 5,513
Change-50 (-1%)
Value$4.4M (-$1.4M)
Filed 2026-10-28
Bahl & Gaynor LLC
INCREASED
Shares5,452 from 4,859
Change+593 (+12%)
Value$4.4M (-$753.9K)
Filed 2026-11-05
Root Financial Partners, LLC
INCREASED
Shares5,435 from 5,180
Change+255 (+5%)
Value$4.4M (-$1.1M)
Filed 2026-10-21
SAX Wealth Advisors, LLC
INCREASED
Shares5,430 from 4,364
Change+1,066 (+24%)
Value$4.4M (+$1.3M)
Filed 2026-10-13
Everhart Financial Group, Inc.
INCREASED
Shares5,383 from 5,258
Change+125 (+2%)
Value$4.4M (-$1.2M)
Filed 2026-10-08
Woodmont Investment Counsel LLC
INCREASED
Shares5,374 from 5,372
Change+2 (+0%)
Value$4.4M (-$1.4M)
Filed 2026-10-29
First Horizon Corp
INCREASED
Shares5,371 from 5,248
Change+123 (+2%)
Value$4.4M (-$1.2M)
Filed 2026-10-26
Ti-Trust, Inc
UNCHANGED
Shares5,344 from 5,344
Change0 (0%)
Value$4.3M (-$1.4M)
Filed 2026-10-21
Security National Bank
DECREASED
Shares5,343 from 5,549
Change-206 (-4%)
Value$4.3M (-$1.6M)
Filed 2026-10-26
Arrow Financial Corp
DECREASED
Shares5,324 from 5,633
Change-309 (-5%)
Value$4.3M (-$1.7M)
Filed 2026-10-26
Compagnie Lombard Odier SCmA
INCREASED
Shares5,324 from 5,149
Change+175 (+3%)
Value$4.3M (-$1.2M)
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED
Shares5,306 from 5,291
Change+15 (+0%)
Value$4.3M (-$1.3M)
Filed 2026-10-29
Chapin Davis, Inc.
DECREASED
Shares5,302 from 5,445
Change-143 (-3%)
Value$4.3M (-$1.5M)
Filed 2026-10-09
Avidian Wealth Enterprises, LLC
DECREASED
Shares5,302 from 5,356
Change-54 (-1%)
Value$4.3M (-$1.4M)
Filed 2026-10-08
TD Private Client Wealth LLC
DECREASED
Shares5,300 from 5,474
Change-174 (-3%)
Value$4.3M (-$1.5M)
Filed 2026-10-28
Norden Group LLC
DECREASED
Shares5,273 from 5,360
Change-87 (-2%)
Value$4.3M (-$1.4M)
Filed 2026-10-20
Wealth Architects, LLC
INCREASED
Shares5,240 from 5,202
Change+38 (+1%)
Value$4.2M (-$1.3M)
Filed 2026-11-03
Watershed Private Wealth LLC
DECREASED
Shares5,238 from 5,254
Change-16 (0%)
Value$4.2M (-$1.3M)
Filed 2026-10-30
Victrix Investment Advisors
DECREASED
Shares5,230 from 5,385
Change-155 (-3%)
Value$4.2M (-$1.5M)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares5,227 from 5,136
Change+91 (+2%)
Value$4.2M (-$1.2M)
Filed 2026-11-05
Precedent Wealth Partners, LLC
INCREASED
Shares5,216 from 4,871
Change+345 (+7%)
Value$4.2M (-$957.6K)
Filed 2026-10-21
Silverlake Wealth Management LLC
DECREASED
Shares5,196 from 5,429
Change-233 (-4%)
Value$4.2M (-$1.6M)
Filed 2026-10-21
Charles Schwab Trust Co
INCREASED
Shares5,183 from 3,989
Change+1,194 (+30%)
Value$4.2M (-$45.6K)
Filed 2026-10-15
HCR Wealth Advisors
INCREASED
Shares5,174 from 5,099
Change+75 (+1%)
Value$4.2M (-$1.2M)
Filed 2026-10-15
AlphaCore Capital LLC
INCREASED
Shares5,144 from 4,331
Change+813 (+19%)
Value$4.2M (-$441.3K)
Filed 2026-11-04
Left Brain Wealth Management, LLC
INCREASED
Shares5,136 from 5,078
Change+58 (+1%)
Value$4.2M (-$1.2M)
Filed 2026-10-28
Massachusetts Wealth Management
DECREASED
Shares5,131 from 6,141
Change-1,010 (-16%)
Value$4.2M (-$2.4M)
Filed 2026-10-21
Redmond Asset Management, LLC
DECREASED
Shares5,122 from 5,221
Change-99 (-2%)
Value$4.2M (-$1.4M)
Filed 2026-10-27
Biltmore Family Office, LLC
INCREASED
Shares5,113 from 5,108
Change+5 (+0%)
Value$4.1M (-$1.3M)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
INCREASED
Shares5,102 from 5,097
Change+5 (+0%)
Value$4.1M (-$1.3M)
Filed 2026-10-16
DSG Capital Advisors, LLC
INCREASED
Shares5,098 from 4,751
Change+347 (+7%)
Value$4.1M (-$300.9K)
Filed 2026-11-05
Cooper Financial Group
INCREASED
Shares5,097 from 4,694
Change+403 (+9%)
Value$4.1M (-$866.6K)
Filed 2026-10-07
Stone Summit Wealth LLC
DECREASED
Shares5,065 from 5,707
Change-642 (-11%)
Value$4.1M (-$2.0M)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares5,038 from 4,448
Change+590 (+13%)
Value$4.1M (-$652.0K)
Filed 2026-10-26
Crown Oak Advisors, LLC
UNCHANGED
Shares5,034 from 5,034
Change0 (0%)
Value$4.1M (-$1.3M)
Filed 2026-10-16
GC Wealth Management RIA, LLC
INCREASED
Shares5,028 from 4,222
Change+806 (+19%)
Value$4.1M (-$419.4K)
Filed 2026-11-02
BOS Asset Management, LLC
DECREASED
Shares5,014 from 5,064
Change-50 (-1%)
Value$4.1M (-$1.3M)
Filed 2026-10-09
Viking Fund Management LLC
INCREASED
Shares5,000 from 4,000
Change+1,000 (+25%)
Value$4.1M (-$205.7K)
Filed 2026-10-14
Isthmus Partners, LLC
DECREASED
Shares4,989 from 5,022
Change-33 (-1%)
Value$4.0M (-$1.3M)
Filed 2026-10-21
Ellsworth Advisors, LLC
INCREASED
Shares4,986 from 4,839
Change+147 (+3%)
Value$4.0M (-$382.0K)
Filed 2026-10-15
Krilogy Financial LLC
INCREASED
Shares4,980 from 4,572
Change+408 (+9%)
Value$4.0M (-$887.6K)
Filed 2026-10-13
Myriad Asset Management Advisors LLC
INCREASED
Shares4,977 from 4,836
Change+141 (+3%)
Value$4.0M (-$1.1M)
Filed 2026-11-03
Investment Partners, Ltd.
INCREASED
Shares4,972 from 3,406
Change+1,566 (+46%)
Value$4.0M (+$403.0K)
Filed 2026-10-29
L. Roy Papp & Associates, LLP
DECREASED
Shares4,963 from 5,387
Change-424 (-8%)
Value$4.0M (-$1.7M)
Filed 2026-10-21
Ashurst Perkins Coie Trust Co
INCREASED
Shares4,954 from 4,828
Change+126 (+3%)
Value$4.0M (-$1.1M)
Filed 2026-10-15
Northern Financial Advisors Inc
DECREASED
Shares4,951 from 5,147
Change-196 (-4%)
Value$4.0M (-$1.5M)
Filed 2026-10-29
Wright Investors Service Inc
DECREASED
Shares4,941 from 7,895
Change-2,954 (-37%)
Value$4.0M (-$4.4M)
Filed 2026-11-02
Connecticut Wealth Management, LLC
DECREASED
Shares4,925 from 5,248
Change-323 (-6%)
Value$4.0M (-$1.6M)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares4,921 from 3,570
Change+1,351 (+38%)
Value$3.1M (-$260.6K)
Filed 2026-11-03
FCG Investment Co
INCREASED
Shares4,907 from 3,843
Change+1,064 (+28%)
Value$4.0M (-$113.9K)
Filed 2026-10-13
CPC Advisors, LLC
INCREASED
Shares4,893 from 564
Change+4,329 (+768%)
Value$4.0M (+$3.4M)
Filed 2026-10-21
Vaquero Private Wealth, LTD
UNCHANGED
Shares4,890 from 4,890
Change0 (0%)
Value$4.0M (-$1.2M)
Filed 2026-10-27
Harbor Group, Inc.
INCREASED
Shares4,879 from 4,869
Change+10 (+0%)
Value$4.0M (-$1.2M)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares4,856 from 4,373
Change+483 (+11%)
Value$3.9M (-$719.6K)
Filed 2026-11-04
Heritage Wealth Management, Inc.
DECREASED
Shares4,829 from 5,813
Change-984 (-17%)
Value$3.9M (-$2.3M)
Filed 2026-10-28
Princeton Capital Management LLC
UNCHANGED
Shares4,801 from 4,801
Change0 (0%)
Value$3.9M (-$1.2M)
Filed 2026-10-27
Guardian Investment Management
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$3.9M (-$1.2M)
Filed 2026-10-23
Stanley-Laman Group, Ltd.
DECREASED
Shares4,768 from 4,839
Change-71 (-1%)
Value$3.9M (-$1.3M)
Filed 2026-10-20
West Branch Capital LLC
INCREASED
Shares4,752 from 4,606
Change+146 (+3%)
Value$3.9M (-$1.1M)
Filed 2026-10-20
Trust Point Inc.
INCREASED
Shares4,746 from 4,478
Change+268 (+6%)
Value$3.8M (-$920.6K)
Filed 2026-10-27
Thompson Siegel & Walmsley LLC
DECREASED
Shares4,735 from 4,790
Change-55 (-1%)
Value$3.8M (-$1.3M)
Filed 2026-11-05
WBH Advisory Inc
DECREASED
Shares4,727 from 4,745
Change-18 (0%)
Value$3.8M (-$1.2M)
Filed 2026-11-05
Certuity, LLC
DECREASED
Shares4,726 from 4,773
Change-47 (-1%)
Value$3.8M (-$1.3M)
Filed 2026-11-02
Ledyard National Bank
DECREASED
Shares4,712 from 4,946
Change-234 (-5%)
Value$3.8M (-$1.4M)
Filed 2026-10-21
Journey Advisory Group, LLC
DECREASED
Shares4,710 from 4,838
Change-128 (-3%)
Value$3.8M (-$1.3M)
Filed 2026-11-04
EPG Wealth Management LLC
INCREASED
Shares4,700 from 4,685
Change+15 (+0%)
Value$3.8M (-$1.2M)
Filed 2026-11-03
Oak Thistle LLC
NEW
Shares4,697
Change+4,697
Value$3.8M
Filed 2026-10-21
CFM Wealth Partners LLC
DECREASED
Shares4,687 from 4,738
Change-51 (-1%)
Value$3.8M (-$1.2M)
Filed 2026-11-05
Rossmore Private Capital
DECREASED
Shares4,639 from 4,759
Change-120 (-3%)
Value$3.8M (-$1.3M)
Filed 2026-10-27
Wealth Alliance Advisory Group, LLC
INCREASED
Shares4,603 from 4,490
Change+113 (+3%)
Value$3.7M (-$1.0M)
Filed 2026-10-14
RS Crum Inc.
UNCHANGED
Shares4,589 from 4,589
Change0 (0%)
Value$3.7M (-$1.2M)
Filed 2026-10-19
Carnegie Investment Counsel
INCREASED
Shares4,588 from 4,563
Change+25 (+1%)
Value$3.7M (-$1.1M)
Filed 2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares4,573 from 4,573
Change0 (0%)
Value$3.7M (-$1.2M)
Filed 2026-10-27
DB&C Advisors, LLC
INCREASED
Shares4,564 from 4,562
Change+2 (+0%)
Value$3.7M (-$1.2M)
Filed 2026-10-26
RKL Wealth Management LLC
INCREASED
Shares4,546 from 4,521
Change+25 (+1%)
Value$3.7M (-$1.1M)
Filed 2026-10-16
Atlas Brown,Inc.
DECREASED
Shares4,537 from 4,680
Change-143 (-3%)
Value$3.7M (-$1.3M)
Filed 2026-10-09
Gryphon Financial Partners LLC
DECREASED
Shares4,536 from 5,000
Change-464 (-9%)
Value$3.7M (-$1.6M)
Filed 2026-11-04
Wolff Financial Management LLC
INCREASED
Shares4,528 from 4,440
Change+88 (+2%)
Value$3.7M (-$1.1M)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
INCREASED
Shares4,488 from 3,203
Change+1,285 (+40%)
Value$3.6M (+$228.0K)
Filed 2026-10-30
SS&H Financial Advisors, Inc.
UNCHANGED
Shares4,475 from 4,475
Change0 (0%)
Value$3.6M (-$1.1M)
Filed 2026-10-28
WD Rutherford LLC
DECREASED
Shares4,469 from 5,102
Change-633 (-12%)
Value$3.6M (-$1.8M)
Filed 2026-10-26
Great Diamond Partners, LLC
INCREASED
Shares4,464 from 4,300
Change+164 (+4%)
Value$3.6M (-$959.7K)
Filed 2026-10-13
XML Financial, LLC
INCREASED
Shares4,456 from 3,211
Change+1,245 (+39%)
Value$3.6M (+$193.5K)
Filed 2026-10-29
Univest Financial Corp
INCREASED
Shares4,445 from 3,939
Change+506 (+13%)
Value$3.6M (-$590.7K)
Filed 2026-11-05
Lawood & Co
DECREASED
Shares4,427 from 4,507
Change-80 (-2%)
Value$3.6M (-$1.2M)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
INCREASED
Shares4,421 from 4,098
Change+323 (+8%)
Value$3.6M (-$778.7K)
Filed 2026-11-04
Financiere des Professionnels - Fonds d'investissement inc.
NEW
Shares4,400
Change+4,400
Value$3.6M
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares4,396 from 4,264
Change+132 (+3%)
Value$3.6M (-$976.6K)
Filed 2026-10-08
Essex Bank
DECREASED
Shares4,391 from 4,440
Change-49 (-1%)
Value$3.6M (-$1.2M)
Filed 2026-10-16
Xcel Wealth Management, LLC
DECREASED
Shares4,387 from 5,042
Change-655 (-13%)
Value$3.6M (-$1.8M)
Filed 2026-10-26
Acorn Wealth Advisors, LLC
INCREASED
Shares4,380 from 4,335
Change+45 (+1%)
Value$3.6M (-$1.1M)
Filed 2026-10-19
Norway Savings Bank
DECREASED
Shares4,379 from 4,557
Change-178 (-4%)
Value$3.6M (-$1.3M)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares4,378 from 4,198
Change+180 (+4%)
Value$3.5M (-$921.7K)
Filed 2026-10-26
Emprise Bank
DECREASED
Shares4,370 from 4,445
Change-75 (-2%)
Value$3.5M (-$1.2M)
Filed 2026-10-07
Simon Quick Advisors, LLC
DECREASED
Shares4,362 from 4,372
Change-10 (0%)
Value$3.5M (-$1.1M)
Filed 2026-10-26
G&S Capital LLC
INCREASED
Shares4,362 from 4,359
Change+3 (+0%)
Value$3.5M (-$1.1M)
Filed 2026-10-23
Benedict Financial Advisors Inc
DECREASED
Shares4,358 from 4,826
Change-468 (-10%)
Value$3.5M (-$1.6M)
Filed 2026-10-07
Burke & Herbert Bank & Trust Co
DECREASED
Shares4,329 from 4,387
Change-58 (-1%)
Value$3.5M (-$1.2M)
Filed 2026-11-02
71 West Capital Partners
INCREASED
Shares4,324 from 4,145
Change+179 (+4%)
Value$3.5M (-$908.2K)
Filed 2026-11-04
Oak Asset Management, LLC
DECREASED
Shares4,318 from 4,332
Change-14 (0%)
Value$3.5M (-$1.1M)
Filed 2026-10-13
Ticino Wealth
DECREASED
Shares4,293 from 4,318
Change-25 (-1%)
Value$3.5M (-$1.1M)
Filed 2026-10-13
Investment Research & Advisory Group, Inc.
DECREASED
Shares4,285 from 4,335
Change-50 (-1%)
Value$3.5M (-$1.1M)
Filed 2026-10-19
180 Wealth Advisors, LLC
DECREASED
Shares4,280 from 4,293
Change-13 (0%)
Value$3.5M (-$1.1M)
Filed 2026-11-03
Cigna Investments Inc
DECREASED
Shares4,260 from 4,316
Change-56 (-1%)
Value$3.5M (-$1.1M)
Filed 2026-10-19
Oakmont Investment Advisors, Inc.
INCREASED
Shares4,248 from 1,208
Change+3,040 (+252%)
Value$3.4M (+$2.2M)
Filed 2026-10-21
IronBridge Private Wealth, LLC
DECREASED
Shares4,247 from 4,318
Change-71 (-2%)
Value$3.4M (-$1.2M)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares4,245 from 3,988
Change+257 (+6%)
Value$3.4M (-$805.0K)
Filed 2026-10-20
Gen-Wealth Partners Inc
DECREASED
Shares4,242 from 5,425
Change-1,183 (-22%)
Value$3.4M (-$2.3M)
Filed 2026-11-04
Kachkovsky & Fisher, Inc.
UNCHANGED
Shares4,232 from 4,232
Change0 (0%)
Value$3.4M (-$1.1M)
Filed 2026-10-21
Kerusso Capital Management LLC
DECREASED
Shares4,229 from 6,705
Change-2,476 (-37%)
Value$3.4M (-$3.7M)
Filed 2026-10-27
TKG Advisors, LLC
INCREASED
Shares4,225 from 4,064
Change+161 (+4%)
Value$3.4M (-$902.0K)
Filed 2026-11-02
Werlinich Asset Management, LLC
UNCHANGED
Shares4,217 from 4,217
Change0 (0%)
Value$3.4M (-$1.1M)
Filed 2026-10-09
Corda Investment Management, Llc.
INCREASED
Shares4,189 from 4,060
Change+129 (+3%)
Value$3.4M (-$927.0K)
Filed 2026-10-22
Cynosure Group, LLC
DECREASED
Shares4,183 from 4,210
Change-27 (-1%)
Value$3.4M (-$1.1M)
Filed 2026-11-03
Apollon Financial, LLC
DECREASED
Shares4,182 from 4,662
Change-480 (-10%)
Value$3.4M (-$1.6M)
Filed 2026-10-23
Solstein Capital, LLC
UNCHANGED
Shares4,149 from 4,149
Change0 (0%)
Value$3.4M (-$1.1M)
Filed 2026-11-02
Soltis Investment Advisors LLC
DECREASED
Shares4,145 from 9,392
Change-5,247 (-56%)
Value$3.4M (-$6.6M)
Filed 2026-10-28
Deseret Mutual Benefit Administrators
INCREASED
Shares4,145 from 4,123
Change+22 (+1%)
Value$3.4M (-$1.0M)
Filed 2026-11-04
Burford Brothers, Inc.
INCREASED
Shares4,128 from 4,122
Change+6 (+0%)
Value$3.3M (-$1.0M)
Filed 2026-10-21
Csenge Advisory Group
DECREASED
Shares4,120 from 4,610
Change-490 (-11%)
Value$3.3M (-$1.6M)
Filed 2026-11-04
Washington Trust Co
UNCHANGED
Shares4,101 from 4,101
Change0 (0%)
Value$3.3M (-$1.0M)
Filed 2026-10-22
Waldron Private Wealth LLC
INCREASED
Shares4,100 from 3,769
Change+331 (+9%)
Value$3.3M (-$689.4K)
Filed 2026-11-02
Guerra PAN Advisors, LLC
INCREASED
Shares4,099 from 4,090
Change+9 (+0%)
Value$3.0M (-$1.4M)
Filed 2026-10-26
Premier Path Wealth Partners, LLC
DECREASED
Shares4,091 from 4,115
Change-24 (-1%)
Value$3.3M (-$1.1M)
Filed 2026-10-16
Woodard & Co Asset Management Group Inc
DECREASED
Shares4,086 from 4,164
Change-78 (-2%)
Value$3.3M (-$1.1M)
Filed 2026-11-03
Allen Capital Group, LLC
INCREASED
Shares4,083 from 4,017
Change+66 (+2%)
Value$3.3M (-$966.7K)
Filed 2026-10-27
Amarillo National Bank
DECREASED
Shares4,069 from 4,076
Change-7 (0%)
Value$3.3M (-$1.0M)
Filed 2026-10-23
SBI Securities Co., Ltd.
DECREASED
Shares4,031 from 4,140
Change-109 (-3%)
Value$3.3M (-$1.1M)
Filed 2026-10-22
Birch Hill Investment Advisors LLC
DECREASED
Shares4,024 from 4,029
Change-5 (0%)
Value$3.3M (-$1.0M)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares4,016 from 2,330
Change+1,686 (+72%)
Value$3.3M (+$775.4K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares4,008 from 1,938
Change+2,070 (+107%)
Value$3.2M (+$1.2M)
Filed 2026-10-07
Hazlett, Burt & Watson, Inc.
DECREASED
Shares4,002 from 4,135
Change-133 (-3%)
Value$2.8M (-$1.3M)
Filed 2026-11-04
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares3,993 from 3,018
Change+975 (+32%)
Value$2.5M (-$724.1K)
Filed 2026-10-29
TrustBank
DECREASED
Shares3,988 from 3,995
Change-7 (0%)
Value$3.2M (-$1.0M)
Filed 2026-10-20
111 Capital
NEW
Shares3,964
Change+3,964
Value$3.2M
Filed 2026-11-03
Promethium Advisors,llc
DECREASED
Shares3,936 from 3,986
Change-50 (-1%)
Value$3.2M (-$1.1M)
Filed 2026-10-19
Strategic Blueprint, LLC
INCREASED
Shares3,918 from 3,638
Change+280 (+8%)
Value$3.2M (-$697.1K)
Filed 2026-10-22
Advisor OS, LLC
DECREASED
Shares3,915 from 5,133
Change-1,218 (-24%)
Value$3.2M (-$2.3M)
Filed 2026-11-03
Carlson Financial, Inc.
DECREASED
Shares3,913 from 3,935
Change-22 (-1%)
Value$3.2M (-$1.0M)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
DECREASED
Shares3,912 from 3,976
Change-64 (-2%)
Value$3.2M (-$1.1M)
Filed 2026-10-19
Forum Financial Management, LP
DECREASED
Shares3,895 from 5,159
Change-1,264 (-24%)
Value$3.2M (-$2.3M)
Filed 2026-10-16
Founders Financial Securities LLC
DECREASED
Shares3,895 from 3,934
Change-39 (-1%)
Value$3.2M (-$1.0M)
Filed 2026-10-28
Howard Capital Management, LLC
DECREASED
Shares3,894 from 3,930
Change-36 (-1%)
Value$3.2M (-$1.0M)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,892 from 4,025
Change-133 (-3%)
Value$3.2M (-$1.1M)
Filed 2026-10-14
Cache Advisors, LLC
NEW
Shares3,886
Change+3,886
Value$3.2M
Filed 2026-10-16
Portside Wealth Group, LLC
INCREASED
Shares3,877 from 3,505
Change+372 (+11%)
Value$3.1M (-$589.1K)
Filed 2026-10-20
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares3,875 from 37,181
Change-33,306 (-90%)
Value$3.1M (-$36.4M)
Filed 2026-10-20
Ballast, Inc.
DECREASED
Shares3,845 from 3,881
Change-36 (-1%)
Value$3.1M (-$1.0M)
Filed 2026-10-20
Bath Savings Trust Co
DECREASED
Shares3,832 from 3,888
Change-56 (-1%)
Value$3.1M (-$1.0M)
Filed 2026-10-07
Enclave Advisors LLC
INCREASED
Shares3,799 from 3,658
Change+141 (+4%)
Value$3.1M (-$815.7K)
Filed 2026-10-14
Dumont & Blake Investment Advisors LLC
DECREASED
Shares3,796 from 3,824
Change-28 (-1%)
Value$3.1M (-$994.4K)
Filed 2026-10-28
MBL Wealth, LLC
INCREASED
Shares3,795 from 3,186
Change+609 (+19%)
Value$3.1M (-$315.8K)
Filed 2026-10-22
Machina Capital S.A.S.
NEW
Shares3,787
Change+3,787
Value$3.1M
Filed 2026-11-05
City State Bank
DECREASED
Shares3,784 from 3,843
Change-59 (-2%)
Value$3.1M (-$1.0M)
Filed 2026-10-20
Everett Harris & Co
DECREASED
Shares3,782 from 3,842
Change-60 (-2%)
Value$3.1M (-$1.0M)
Filed 2026-10-28
Fire Capital Management LLC
INCREASED
Shares3,781 from 3,679
Change+102 (+3%)
Value$3.1M (-$852.2K)
Filed 2026-10-27
Symphony Financial, Ltd. Co.
INCREASED
Shares3,751 from 2,099
Change+1,652 (+79%)
Value$3.1M (+$856.0K)
Filed 2026-10-22
Westhampton Capital, LLC
DECREASED
Shares3,750 from 4,050
Change-300 (-7%)
Value$3.0M (-$1.3M)
Filed 2026-10-30
Diversified Enterprises, LLC
INCREASED
Shares3,738 from 3,721
Change+17 (+0%)
Value$3.0M (-$932.5K)
Filed 2026-10-19
Hager Investment Management Services, LLC
DECREASED
Shares3,732 from 3,742
Change-10 (0%)
Value$3.0M (-$959.0K)
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares3,713 from 4,599
Change-886 (-19%)
Value$3.0M (-$1.9M)
Filed 2026-10-14
Advisors Management Group Inc
DECREASED
Shares3,700 from 3,705
Change-5 (0%)
Value$3.0M (-$946.0K)
Filed 2026-11-05
Lantz Financial LLC
INCREASED
Shares3,669 from 3,638
Change+31 (+1%)
Value$3.0M (-$899.4K)
Filed 2026-10-15
Delta Financial Advisors LLC
INCREASED
Shares3,654 from 3,533
Change+121 (+3%)
Value$3.0M (-$799.7K)
Filed 2026-10-27
Investment Management Trust, LLC
INCREASED
Shares3,652 from 3,637
Change+15 (+0%)
Value$3.0M (-$912.7K)
Filed 2026-11-05
Cidel Asset Management Inc
INCREASED
Shares3,624 from 2,086
Change+1,538 (+74%)
Value$2.9M (+$716.9K)
Filed 2026-10-29
Lantern Wealth Advisors, LLC
INCREASED
Shares3,607 from 3,412
Change+195 (+6%)
Value$2.9M (-$709.2K)
Filed 2026-10-22
Patrick M Sweeney & Associates, Inc
DECREASED
Shares3,601 from 3,622
Change-21 (-1%)
Value$2.9M (-$937.4K)
Filed 2026-10-22
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares3,585 from 2,779
Change+806 (+29%)
Value$2.9M (-$52.7K)
Filed 2026-10-13
Denver PWM, LLC
UNCHANGED
Shares3,584 from 3,584
Change0 (0%)
Value$2.9M (-$164.1K)
Filed 2026-10-22
Gibbs Wealth Management
INCREASED
Shares3,570 from 2,827
Change+743 (+26%)
Value$2.9M (-$115.8K)
Filed 2026-10-22
Magnus Financial Group LLC
INCREASED
Shares3,554 from 3,452
Change+102 (+3%)
Value$2.9M (-$794.3K)
Filed 2026-10-21
Total Clarity Wealth Management, Inc.
DECREASED
Shares3,552 from 4,389
Change-837 (-19%)
Value$2.9M (-$1.8M)
Filed 2026-10-26
Stiles Financial Services Inc
INCREASED
Shares3,544 from 3,182
Change+362 (+11%)
Value$2.9M (-$515.6K)
Filed 2026-10-30
St. Louis Financial Planners Asset Management, LLC
NEW
Shares3,527
Change+3,527
Value$2.8M
Filed 2026-10-16
CRA Financial Services, LLC
DECREASED
Shares3,516 from 3,528
Change-12 (0%)
Value$2.9M (-$906.6K)
Filed 2026-10-16
AA Financial Advisors, LLC
INCREASED
Shares3,515 from 3,126
Change+389 (+12%)
Value$2.8M (-$478.7K)
Filed 2026-10-19
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares3,489 from 3,495
Change-6 (0%)
Value$2.8M (-$893.1K)
Filed 2026-10-13
Security Financial Services, Inc.
DECREASED
Shares3,484 from 3,500
Change-16 (0%)
Value$2.8M (-$902.4K)
Filed 2026-10-29
Canopy Partners, LLC
INCREASED
Shares3,482 from 3,420
Change+62 (+2%)
Value$2.8M (-$818.8K)
Filed 2026-10-28
World Equity Group, Inc.
INCREASED
Shares3,437 from 3,285
Change+152 (+5%)
Value$2.8M (-$709.0K)
Filed 2026-10-14
Aspen Investment Management Inc
DECREASED
Shares3,428 from 3,515
Change-87 (-2%)
Value$2.8M (-$963.0K)
Filed 2026-11-05
Montis Financial, LLC
INCREASED
Shares3,417 from 3,416
Change+1 (+0%)
Value$2.8M (-$867.2K)
Filed 2026-11-04
Financial Management Network Inc
DECREASED
Shares3,415 from 3,973
Change-558 (-14%)
Value$2.9M (-$610.4K)
Filed 2026-10-09
Byrne Asset Management LLC
DECREASED
Shares3,415 from 3,440
Change-25 (-1%)
Value$2.8M (-$841.3K)
Filed 2026-10-06
CGN Advisors LLC
DECREASED
Shares3,403 from 3,662
Change-259 (-7%)
Value$2.8M (-$1.1M)
Filed 2026-10-21
Avestar Capital, LLC
INCREASED
Shares3,402 from 3,395
Change+7 (+0%)
Value$2.8M (-$857.0K)
Filed 2026-10-28
Platt Wealth Management LLC
INCREASED
Shares3,400 from 3,348
Change+52 (+2%)
Value$2.8M (-$808.0K)
Filed 2026-11-04
Cascade Investment Advisors, Inc.
DECREASED
Shares3,378 from 3,595
Change-217 (-6%)
Value$2.7M (-$1.1M)
Filed 2026-11-02
Alta Advisers Ltd
INCREASED
Shares3,373 from 1,917
Change+1,456 (+76%)
Value$2.7M (+$693.4K)
Filed 2026-11-02
Corundum Group, Inc.
INCREASED
Shares3,368 from 3,337
Change+31 (+1%)
Value$2.7M (-$822.8K)
Filed 2026-10-28
Woodward Diversified Capital, LLC
DECREASED
Shares3,360 from 3,394
Change-34 (-1%)
Value$2.7M (-$889.9K)
Filed 2026-10-21
Inman Jager Wealth Management, LLC
DECREASED
Shares3,353 from 3,413
Change-60 (-2%)
Value$2.7M (-$915.9K)
Filed 2026-11-05
Wealth Effects LLC
DECREASED
Shares3,342 from 3,384
Change-42 (-1%)
Value$2.7M (-$893.5K)
Filed 2026-10-23
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares3,338 from 3,468
Change-130 (-4%)
Value$2.7M (-$986.7K)
Filed 2026-10-26
Center for Wealth Management Advisory
INCREASED
Shares3,324 from 1,100
Change+2,224 (+202%)
Value$2.7M (+$1.5M)
Filed 2026-10-23
IVC Wealth Advisors LLC
DECREASED
Shares3,319 from 3,802
Change-483 (-13%)
Value$2.7M (-$1.4M)
Filed 2026-10-23
Montecito Bank & Trust
DECREASED
Shares3,319 from 3,338
Change-19 (-1%)
Value$2.7M (-$863.6K)
Filed 2026-10-01
Global Assets Advisory, LLC
INCREASED
Shares3,313 from 2,618
Change+695 (+27%)
Value$2.8M (+$231.1K)
Filed 2026-10-28
Patten & Patten Inc
DECREASED
Shares3,293 from 3,520
Change-227 (-6%)
Value$2.7M (-$1.1M)
Filed 2026-10-26
Uncommon Cents Investing Inc
DECREASED
Shares3,284 from 3,359
Change-75 (-2%)
Value$2.7M (-$914.4K)
Filed 2026-10-20
Missouri Trust & Investment Co
DECREASED
Shares3,279 from 3,579
Change-300 (-8%)
Value$2.7M (-$257.6K)
Filed 2026-11-04
LexAurum Advisors, LLC
UNCHANGED
Shares3,274 from 3,274
Change0 (0%)
Value$2.7M (-$831.8K)
Filed 2026-10-19
Victory Financial Group, LLC
INCREASED
Shares3,267 from 2,156
Change+1,111 (+52%)
Value$2.6M (+$353.2K)
Filed 2026-10-27
Elyxium Wealth, LLC
INCREASED
Shares3,267 from 3,174
Change+93 (+3%)
Value$2.6M (-$731.8K)
Filed 2026-10-27
Deane Retirement Strategies, Inc.
INCREASED
Shares3,266 from 2,637
Change+629 (+24%)
Value$2.6M (-$155.2K)
Filed 2026-10-09
Prairie Advisory, LLC
INCREASED
Shares3,264 from 1,605
Change+1,659 (+103%)
Value$2.6M (+$937.1K)
Filed 2026-10-19
Orca Wealth Management, LLC
DECREASED
Shares3,262 from 3,288
Change-26 (-1%)
Value$2.6M (-$856.7K)
Filed 2026-10-14
Traphagen Investment Advisors LLC
INCREASED
Shares3,232 from 3,191
Change+41 (+1%)
Value$2.6M (-$777.2K)
Filed 2026-10-14
Paragon Advisors, LLC
INCREASED
Shares3,228 from 2,651
Change+577 (+22%)
Value$2.6M (-$205.8K)
Filed 2026-11-03
Eads & Heald Wealth Management
DECREASED
Shares3,226 from 3,413
Change-187 (-5%)
Value$2.6M (-$1.0M)
Filed 2026-10-29
Prosperity Financial Group, Inc.
INCREASED
Shares3,204 from 3,009
Change+195 (+6%)
Value$2.6M (-$606.5K)
Filed 2026-10-29
O'Domhnaill Enterprises, Inc.
INCREASED
Shares3,200 from 3,087
Change+113 (+4%)
Value$2.6M (-$692.8K)
Filed 2026-10-29
Wilkins Investment Counsel Inc
DECREASED
Shares3,196 from 3,325
Change-129 (-4%)
Value$2.6M (-$949.5K)
Filed 2026-11-03
Fragasso Financial Advisors Inc
INCREASED
Shares3,195 from 1,887
Change+1,308 (+69%)
Value$2.6M (+$548.2K)
Filed 2026-10-13
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares3,195 from 3,195
Change0 (0%)
Value$3.4M ($0)
Filed 2026-11-03
Live Oak Private Wealth LLC
DECREASED
Shares3,192 from 3,455
Change-263 (-8%)
Value$2.6M (-$1.1M)
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares3,181 from 3,008
Change+173 (+6%)
Value$2.6M (-$625.1K)
Filed 2026-10-16
Stillwater Wealth Management Group
DECREASED
Shares3,181 from 3,277
Change-96 (-3%)
Value$2.6M (-$910.4K)
Filed 2026-10-21
Constitution Capital LLC
INCREASED
Shares3,180 from 2,360
Change+820 (+35%)
Value$2.6M (+$65.1K)
Filed 2026-10-23
Benin Management Corp
DECREASED
Shares3,174 from 3,585
Change-411 (-11%)
Value$2.6M (-$1.2M)
Filed 2026-10-22
Fiduciary Alliance LLC
INCREASED
Shares3,170 from 3,112
Change+58 (+2%)
Value$2.6M (-$743.1K)
Filed 2026-10-13
MSH Capital Advisors LLC
DECREASED
Shares3,168 from 3,219
Change-51 (-2%)
Value$2.6M (-$859.0K)
Filed 2026-11-03
Roxbury Financial LLC
DECREASED
Shares3,162 from 3,167
Change-5 (0%)
Value$2.6M (-$808.9K)
Filed 2026-10-01
Oakworth Capital, Inc.
INCREASED
Shares3,158 from 3,107
Change+51 (+2%)
Value$2.6M (-$748.2K)
Filed 2026-10-26
Garrett Wealth Advisory Group, LLC
INCREASED
Shares3,157 from 3,145
Change+12 (+0%)
Value$2.6M (-$789.3K)
Filed 2026-10-22
Total Investment Management Inc
DECREASED
Shares3,145 from 3,159
Change-14 (0%)
Value$2.6M (-$24.1K)
Filed 2026-10-22
Sound Income Strategies, LLC
DECREASED
Shares3,143 from 3,182
Change-39 (-1%)
Value$2.5M (-$886.0K)
Filed 2026-10-09
Kenora Financial, LLC
DECREASED
Shares3,132 from 3,151
Change-19 (-1%)
Value$2.5M (-$816.1K)
Filed 2026-10-20
Klingman & Associates, LLC
INCREASED
Shares3,130 from 2,885
Change+245 (+8%)
Value$2.5M (-$534.5K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
INCREASED
Shares3,127 from 3,126
Change+1 (+0%)
Value$2.5M (-$793.1K)
Filed 2026-10-16
Evermay Wealth Management LLC
DECREASED
Shares3,119 from 3,383
Change-264 (-8%)
Value$2.5M (-$1.1M)
Filed 2026-11-05
Pinnacle Financial Group, LLC / IL
INCREASED
Shares3,107 from 1,195
Change+1,912 (+160%)
Value$2.5M (+$1.2M)
Filed 2026-10-29
Aprio Wealth Management, LLC
DECREASED
Shares3,104 from 3,193
Change-89 (-3%)
Value$2.5M (-$884.2K)
Filed 2026-10-28
Rockland Trust Co
INCREASED
Shares3,089 from 3,080
Change+9 (+0%)
Value$2.5M (-$775.4K)
Filed 2026-10-05
Visionary Wealth Advisors
DECREASED
Shares3,087 from 3,139
Change-52 (-2%)
Value$2.5M (-$839.3K)
Filed 2026-11-04
Braeburn Wealth Management LLC
DECREASED
Shares3,085 from 3,686
Change-601 (-16%)
Value$2.5M (-$1.4M)
Filed 2026-10-15
Richwood Investment Advisors, LLC
DECREASED
Shares3,062 from 3,309
Change-247 (-7%)
Value$2.5M (-$1.0M)
Filed 2026-10-30
McAdam, LLC
INCREASED
Shares3,060 from 2,807
Change+253 (+9%)
Value$2.5M (-$508.3K)
Filed 2026-10-21
LFG Wealth Partners, LLC
INCREASED
Shares3,030 from 2,669
Change+361 (+14%)
Value$2.5M (-$385.6K)
Filed 2026-10-28
PDS Planning, Inc
DECREASED
Shares3,028 from 3,032
Change-4 (0%)
Value$2.5M (-$774.3K)
Filed 2026-11-03
Vivid Wealth Management, LLC
DECREASED
Shares3,025 from 3,067
Change-42 (-1%)
Value$2.5M (-$813.0K)
Filed 2026-10-27
Douglas Lane & Associates, LLC
DECREASED
Shares3,014 from 3,039
Change-25 (-1%)
Value$2.4M (-$792.5K)
Filed 2026-10-09
Resonant Capital Advisors, LLC
INCREASED
Shares3,008 from 2,943
Change+65 (+2%)
Value$2.4M (-$695.1K)
Filed 2026-10-15
Cypress Wealth Services, LLC
DECREASED
Shares2,999 from 3,033
Change-34 (-1%)
Value$2.6M (-$641.0K)
Filed 2026-10-21
Portus Wealth Advisors, LLC
INCREASED
Shares2,994 from 2,974
Change+20 (+1%)
Value$2.4M (-$739.4K)
Filed 2026-10-13
Gradient Investments LLC
INCREASED
Shares2,989 from 1,874
Change+1,115 (+60%)
Value$2.4M (+$427.2K)
Filed 2026-10-08
First Citizens Financial Corp
DECREASED
Shares2,975 from 2,992
Change-17 (-1%)
Value$2.4M (-$774.1K)
Filed 2026-10-02
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares2,971 from 2,972
Change-1 (0%)
Value$2.4M (-$756.0K)
Filed 2026-10-21
Purus Wealth Management, LLC
DECREASED
Shares2,967 from 3,027
Change-60 (-2%)
Value$2.4M (-$817.2K)
Filed 2026-10-15
Global Financial Private Client, LLC
INCREASED
Shares2,961 from 2,959
Change+2 (+0%)
Value$2.4M (-$750.3K)
Filed 2026-10-15
Golden State Wealth Management, LLC
DECREASED
Shares2,942 from 2,948
Change-6 (0%)
Value$2.4M (-$754.4K)
Filed 2026-11-02
HBW Advisory Services LLC
INCREASED
Shares2,941 from 2,916
Change+25 (+1%)
Value$2.4M (-$720.5K)
Filed 2026-10-15
Summit Global Investments
INCREASED
Shares2,940 from 1,673
Change+1,267 (+76%)
Value$2.4M (+$603.0K)
Filed 2026-10-28
Retirement Guys Formula LLC
INCREASED
Shares2,934 from 2,664
Change+270 (+10%)
Value$2.4M (-$458.4K)
Filed 2026-10-26
Mechanics Financial Corp
DECREASED
Shares2,934 from 2,974
Change-40 (-1%)
Value$2.4M (-$788.2K)
Filed 2026-11-05
Patriot Investment Management Group, Inc.
DECREASED
Shares2,912 from 2,966
Change-54 (-2%)
Value$2.4M (-$797.5K)
Filed 2026-10-15
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,908 from 2,954
Change-46 (-2%)
Value$2.4M (-$787.9K)
Filed 2026-11-02
Aire Advisors, LLC
INCREASED
Shares2,884 from 2,873
Change+11 (+0%)
Value$2.3M (-$721.0K)
Filed 2026-10-22
Vanguard Capital Wealth Advisors
DECREASED
Shares2,879 from 3,434
Change-555 (-16%)
Value$2.3M (-$1.3M)
Filed 2026-10-16
Nabity-Jensen Investment Management Inc
DECREASED
Shares2,876 from 2,884
Change-8 (0%)
Value$2.3M (-$739.3K)
Filed 2026-10-23
BayBridge Capital Group, LLC
DECREASED
Shares2,868 from 3,269
Change-401 (-12%)
Value$2.3M (-$1.2M)
Filed 2026-10-13
Wealth Management Partners, LLC
INCREASED
Shares2,868 from 2,856
Change+12 (+0%)
Value$2.3M (-$715.8K)
Filed 2026-10-21
United Asset Strategies, Inc.
DECREASED
Shares2,851 from 2,971
Change-120 (-4%)
Value$2.3M (-$852.8K)
Filed 2026-10-28
Telos Capital Management, Inc.
DECREASED
Shares2,851 from 2,967
Change-116 (-4%)
Value$2.3M (-$848.0K)
Filed 2026-11-02
Legacy Private Trust Co.
INCREASED
Shares2,851 from 2,800
Change+51 (+2%)
Value$2.3M (-$670.2K)
Filed 2026-10-06
Kercheville Advisors, LLC
DECREASED
Shares2,850 from 5,190
Change-2,340 (-45%)
Value$2.3M (-$3.2M)
Filed 2026-10-19
InTrack Investment Management Inc
DECREASED
Shares2,850 from 3,086
Change-236 (-8%)
Value$2.3M (-$975.5K)
Filed 2026-10-15
Heartwood Wealth Advisors LLC
DECREASED
Shares2,850 from 2,975
Change-125 (-4%)
Value$2.3M (-$857.3K)
Filed 2026-10-05
Bank of Stockton
INCREASED
Shares2,849 from 2,658
Change+191 (+7%)
Value$2.3M (-$520.6K)
Filed 2026-10-20
Childress Capital Advisors, LLC
UNCHANGED
Shares2,838 from 2,838
Change0 (0%)
Value$2.3M (-$721.2K)
Filed 2026-10-28
Bank & Trust Co
UNCHANGED
Shares2,835 from 2,835
Change0 (0%)
Value$2.3M (-$720.4K)
Filed 2026-10-07
Bison Wealth, LLC
DECREASED
Shares2,820 from 2,841
Change-21 (-1%)
Value$2.3M (-$501.7K)
Filed 2026-10-13
Compass Ion Advisors, LLC
DECREASED
Shares2,803 from 2,821
Change-18 (-1%)
Value$2.3M (-$731.1K)
Filed 2026-10-23
Peavine Capital, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$2.3M (-$711.5K)
Filed 2026-10-13
Kestra Investment Management, LLC
INCREASED
Shares2,792 from 1,866
Change+926 (+50%)
Value$2.3M (+$276.6K)
Filed 2026-11-04
Platform Technology Partners
INCREASED
Shares2,792 from 2,568
Change+224 (+9%)
Value$2.3M (-$471.1K)
Filed 2026-11-02
Creekside Partners
INCREASED
Shares2,787 from 2,786
Change+1 (+0%)
Value$2.3M (-$707.2K)
Filed 2026-11-04
Brucke Financial, Inc.
INCREASED
Shares2,786 from 2,522
Change+264 (+10%)
Value$2.3M (-$426.8K)
Filed 2026-10-23
Probity Advisors, Inc.
DECREASED
Shares2,784 from 2,826
Change-42 (-1%)
Value$2.3M (-$752.2K)
Filed 2026-10-23
Bullock Wealth Management Group
DECREASED
Shares2,784 from 2,792
Change-8 (0%)
Value$2.3M (-$467.5K)
Filed 2026-10-09
Perpetual Ltd
INCREASED
Shares2,779 from 2,292
Change+487 (+21%)
Value$2.3M (-$187.6K)
Filed 2026-10-13
Sky Investment Group LLC
INCREASED
Shares2,776 from 233
Change+2,543 (+1091%)
Value$2.3M (+$2.0M)
Filed 2026-10-30
CMH Wealth Management LLC
DECREASED
Shares2,753 from 3,493
Change-740 (-21%)
Value$2.2M (-$1.5M)
Filed 2026-10-22
Abacus Planning Group, Inc.
INCREASED
Shares2,753 from 2,738
Change+15 (+1%)
Value$2.2M (-$683.4K)
Filed 2026-11-02
First County Bank
DECREASED
Shares2,752 from 2,834
Change-82 (-3%)
Value$2.2M (-$786.6K)
Filed 2026-10-13
Archford Capital Strategies, LLC
INCREASED
Shares2,748 from 1,069
Change+1,679 (+157%)
Value$2.2M (+$1.1M)
Filed 2026-10-19
CFS Investment Advisory Services, LLC
INCREASED
Shares2,737 from 2,724
Change+13 (+0%)
Value$2.4M (-$261.4K)
Filed 2026-10-19
Inscription Capital, LLC
INCREASED
Shares2,728 from 2,422
Change+306 (+13%)
Value$2.2M (-$367.4K)
Filed 2026-11-02
Adell Harriman & Carpenter Inc
INCREASED
Shares2,728 from 2,559
Change+169 (+7%)
Value$2.2M (-$513.2K)
Filed 2026-11-02
Acropolis Investment Management, LLC
INCREASED
Shares2,720 from 2,639
Change+81 (+3%)
Value$2.2M (-$604.9K)
Filed 2026-10-08
Southern Michigan Bank & Trust
DECREASED
Shares2,717 from 3,302
Change-585 (-18%)
Value$2.2M (-$1.3M)
Filed 2026-10-19
Independence Bank of Kentucky
INCREASED
Shares2,716 from 2,623
Change+93 (+4%)
Value$2.2M (-$591.1K)
Filed 2026-10-26
First Interstate Bank
UNCHANGED
Shares2,716 from 2,716
Change0 (0%)
Value$2.2M (-$690.2K)
Filed 2026-10-23
Pathway Financial Advisors LLC
INCREASED
Shares2,709 from 2,700
Change+9 (+0%)
Value$2.2M (-$405.7K)
Filed 2026-10-07
Lineweaver Wealth Advisors, LLC
INCREASED
Shares2,689 from 2,617
Change+72 (+3%)
Value$2.2M (-$606.5K)
Filed 2026-10-13
Cannon Advisors, Inc.
DECREASED
Shares2,678 from 3,480
Change-802 (-23%)
Value$2.1M (-$1.2M)
Filed 2026-10-14
CMG Global Holdings, LLC
DECREASED
Shares2,673 from 2,742
Change-69 (-3%)
Value$2.2M (-$752.8K)
Filed 2026-10-14
Titleist Asset Management, LLC
INCREASED
Shares2,669 from 2,628
Change+41 (+2%)
Value$2.2M (-$632.7K)
Filed 2026-10-08
Fulcrum Wealth Advisors, LLC
NEW
Shares2,661
Change+2,661
Value$2.2M
Filed 2026-10-16
Trace Wealth Advisors, LLC
DECREASED
Shares2,656 from 2,757
Change-101 (-4%)
Value$2.2M (-$782.5K)
Filed 2026-10-30
Bochk Asset Management Ltd
DECREASED
Shares2,650 from 8,010
Change-5,360 (-67%)
Value$2.1M (-$6.4M)
Filed 2026-10-29
Yoffe Investment Management, LLC
UNCHANGED
Shares2,637 from 2,637
Change0 (0%)
Value$2.1M (-$670.1K)
Filed 2026-11-02
Kennebec Savings Bank
DECREASED
Shares2,634 from 2,960
Change-326 (-11%)
Value$2.1M (-$1.0M)
Filed 2026-10-22
Canandaigua National Trust Co of Florida
NEW
Shares2,632
Change+2,632
Value$2.1M
Filed 2026-10-07
Ullmann Wealth Partners Group, LLC
INCREASED
Shares2,625 from 2,615
Change+10 (+0%)
Value$2.1M (-$656.3K)
Filed 2026-11-02
Herold Advisors, Inc.
INCREASED
Shares2,619 from 2,493
Change+126 (+5%)
Value$2.1M (-$529.5K)
Filed 2026-10-19
Cranbrook Wealth Management, LLC
DECREASED
Shares2,616 from 2,756
Change-140 (-5%)
Value$2.1M (-$813.8K)
Filed 2026-10-28
Washington Trust Advisors, Inc.
DECREASED
Shares2,615 from 2,663
Change-48 (-2%)
Value$2.1M (-$715.8K)
Filed 2026-10-22
Eagle Bluffs Wealth Management LLC
DECREASED
Shares2,608 from 2,609
Change-1 (0%)
Value$2.1M (-$663.8K)
Filed 2026-10-20
Reynders McVeigh Capital Management, LLC
DECREASED
Shares2,606 from 2,930
Change-324 (-11%)
Value$2.1M (-$1.0M)
Filed 2026-10-30
Beverly Hills Private Wealth, LLC
INCREASED
Shares2,603 from 2,471
Change+132 (+5%)
Value$2.1M (-$520.8K)
Filed 2026-11-04
Cherokee Insurance Co
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$2.1M (-$660.7K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
INCREASED
Shares2,591 from 2,541
Change+50 (+2%)
Value$2.1M (-$605.2K)
Filed 2026-10-16
Cypress Asset Management Inc
DECREASED
Shares2,587 from 2,683
Change-96 (-4%)
Value$2.1M (-$759.6K)
Filed 2026-10-09
Souders Financial Advisors
INCREASED
Shares2,578 from 2,433
Change+145 (+6%)
Value$2.1M (-$500.6K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
NEW
Shares2,571
Change+2,571
Value$2.1M
Filed 2026-11-04
Silphium Asset Management Ltd
UNCHANGED
Shares2,571 from 2,571
Change0 (0%)
Value$2.1M (-$653.3K)
Filed 2026-10-27
Legacy Financial Independent Advisors LLC
DECREASED
Shares2,569 from 2,890
Change-321 (-11%)
Value$2.1M (-$994.6K)
Filed 2026-11-02
Elevated Private Wealth, LLC
DECREASED
Shares2,560 from 2,638
Change-78 (-3%)
Value$2.1M (-$733.6K)
Filed 2026-10-15
ROI Financial Advisors, LLC
INCREASED
Shares2,545 from 2,392
Change+153 (+6%)
Value$2.1M (-$484.1K)
Filed 2026-10-19
Toth Financial Advisory Corp
DECREASED
Shares2,543 from 2,566
Change-23 (-1%)
Value$2.1M (-$671.1K)
Filed 2026-10-08
Shoker Investment Counsel, Inc.
INCREASED
Shares2,543 from 2,532
Change+11 (+0%)
Value$2.1M (-$634.6K)
Filed 2026-11-04
Winebrenner Capital Management LLC
UNCHANGED
Shares2,541 from 2,541
Change0 (0%)
Value$2.1M (-$645.7K)
Filed 2026-10-07
High Net Worth Advisory Group LLC
UNCHANGED
Shares2,538 from 2,538
Change0 (0%)
Value$2.1M (-$644.9K)
Filed 2026-10-26
Hilltop National Bank
DECREASED
Shares2,536 from 2,941
Change-405 (-14%)
Value$2.1M (-$1.1M)
Filed 2026-10-14
Consilium Wealth Advisory, LLC
INCREASED
Shares2,534 from 2,406
Change+128 (+5%)
Value$2.1M (-$507.6K)
Filed 2026-10-14
Cadent Capital Advisors, LLC
INCREASED
Shares2,532 from 2,207
Change+325 (+15%)
Value$2.1M (-$297.7K)
Filed 2026-10-09
Verus Capital Partners, LLC
DECREASED
Shares2,525 from 2,722
Change-197 (-7%)
Value$2.0M (-$852.1K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,524 from 2,211
Change+313 (+14%)
Value$2.0M (-$308.1K)
Filed 2026-10-27
E&G Advisors, LLC
DECREASED
Shares2,517 from 2,519
Change-2 (0%)
Value$2.0M (-$641.7K)
Filed 2026-10-13
Chesley Taft & Associates LLC
INCREASED
Shares2,508 from 2,484
Change+24 (+1%)
Value$2.0M (-$611.8K)
Filed 2026-10-13
Sovran Advisors, LLC
DECREASED
Shares2,503 from 2,509
Change-6 (0%)
Value$1.6M (-$488.8K)
Filed 2026-11-02
Wolverine Asset Management LLC
INCREASED
Shares2,500 from 1,900
Change+600 (+32%)
Value$2.0M (+$3.7K)
Filed 2026-11-02
Paradigm Asset Management Co LLC
DECREASED
Shares2,500 from 2,700
Change-200 (-7%)
Value$2.0M (-$848.3K)
Filed 2026-11-05
Hudson Canyon Capital Management
DECREASED
Shares2,499 from 2,625
Change-126 (-5%)
Value$2.0M (-$769.2K)
Filed 2026-11-04
Sawgrass Asset Management LLC
DECREASED
Shares2,481 from 2,667
Change-186 (-7%)
Value$2.0M (-$828.5K)
Filed 2026-11-03
Moody National Bank Trust Division
DECREASED
Shares2,480 from 3,330
Change-850 (-26%)
Value$2.0M (-$1.5M)
Filed 2026-10-06
Regent Peak Wealth Advisors LLC
INCREASED
Shares2,475 from 1,672
Change+803 (+48%)
Value$2.0M (+$226.3K)
Filed 2026-10-13
Hunter Associates Investment Management LLC
INCREASED
Shares2,471 from 2,272
Change+199 (+9%)
Value$2.0M (-$416.0K)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares2,465 from 2,293
Change+172 (+8%)
Value$2.0M (-$443.3K)
Filed 2026-10-02
Fiduciary Family Office, LLC
INCREASED
Shares2,461 from 2,265
Change+196 (+9%)
Value$2.0M (-$416.6K)
Filed 2026-11-04
Prosperitas Financial LLC
INCREASED
Shares2,453 from 2,452
Change+1 (+0%)
Value$2.0M (-$622.6K)
Filed 2026-10-28
Dudley Capital Management, LLC
INCREASED
Shares2,449 from 2,055
Change+394 (+19%)
Value$2.0M (-$202.3K)
Filed 2026-10-23
Atwood & Palmer Inc
DECREASED
Shares2,445 from 2,448
Change-3 (0%)
Value$2.0M (-$624.5K)
Filed 2026-10-08
Bell Asset Management Ltd
NEW
Shares2,443
Change+2,443
Value$2.0M
Filed 2026-10-08
Midland Wealth Advisors, LLC
DECREASED
Shares2,442 from 2,790
Change-348 (-12%)
Value$2.0M (-$991.1K)
Filed 2026-10-26
Leisure Capital Management
DECREASED
Shares2,437 from 2,439
Change-2 (0%)
Value$2.0M (-$621.4K)
Filed 2026-11-03
Arbor Wealth Advisors LLC
UNCHANGED
Shares2,437 from 2,437
Change0 (0%)
Value$2.0M (-$619.3K)
Filed 2026-10-09
Masterinvest Kapitalanlage GmbH
DECREASED
Shares2,429 from 4,772
Change-2,343 (-49%)
Value$2.0M (-$3.1M)
Filed 2026-11-03
Hohimer Wealth Management, LLC
INCREASED
Shares2,422 from 2,253
Change+169 (+8%)
Value$2.0M (-$435.4K)
Filed 2026-11-04
3Chopt Investment Partners, LLC
INCREASED
Shares2,415 from 2,211
Change+204 (+9%)
Value$2.0M (-$396.4K)
Filed 2026-10-30
Tower View Wealth Management LLC
INCREASED
Shares2,413 from 299
Change+2,114 (+707%)
Value$2.0M (+$1.6M)
Filed 2026-10-23
Covenant Asset Management, LLC
DECREASED
Shares2,412 from 2,573
Change-161 (-6%)
Value$2.0M (-$784.4K)
Filed 2026-10-14
Keudell ison Wealth Management
DECREASED
Shares2,411 from 4,025
Change-1,614 (-40%)
Value$2.0M (-$2.3M)
Filed 2026-10-16
LVW Advisors, LLC
DECREASED
Shares2,403 from 2,481
Change-78 (-3%)
Value$1.9M (-$693.7K)
Filed 2026-10-19
Secure Asset Management, LLC
INCREASED
Shares2,399 from 2,280
Change+119 (+5%)
Value$1.9M (-$483.4K)
Filed 2026-10-19
Marks Group Wealth Management, Inc
DECREASED
Shares2,391 from 2,400
Change-9 (0%)
Value$1.9M (-$617.2K)
Filed 2026-11-05
Patten Group, Inc.
INCREASED
Shares2,387 from 2,283
Change+104 (+5%)
Value$1.9M (-$495.6K)
Filed 2026-10-26
First Command Advisory Services, Inc.
DECREASED
Shares2,382 from 2,565
Change-183 (-7%)
Value$1.9M (-$800.2K)
Filed 2026-11-05
Philadelphia Trust Co
DECREASED
Shares2,380 from 3,370
Change-990 (-29%)
Value$1.9M (-$1.7M)
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares2,375 from 2,814
Change-439 (-16%)
Value$1.9M (-$1.1M)
Filed 2026-10-30
Burns J W & Co Inc
DECREASED
Shares2,374 from 2,512
Change-138 (-5%)
Value$1.9M (-$750.2K)
Filed 2026-10-20
Elevate Wealth Advisory, Inc
NEW
Shares2,361
Change+2,361
Value$1.9M
Filed 2026-10-29
Strategic Advisors LLC
DECREASED
Shares2,358 from 2,371
Change-13 (-1%)
Value$1.9M (-$613.4K)
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares2,355 from 2,466
Change-111 (-4%)
Value$1.9M (-$715.9K)
Filed 2026-10-19
Lincoln Capital LLC
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$1.9M (-$567.2K)
Filed 2026-10-09
Redw Wealth LLC
INCREASED
Shares2,353 from 2,345
Change+8 (+0%)
Value$1.9M (-$589.4K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
INCREASED
Shares2,352 from 2,316
Change+36 (+2%)
Value$1.9M (-$537.0K)
Filed 2026-10-26
KRM Wealth Management L.L.C.
INCREASED
Shares2,350 from 1,754
Change+596 (+34%)
Value$1.9M (+$37.8K)
Filed 2026-11-02
Winthrop Advisory Group LLC
INCREASED
Shares2,350 from 2,189
Change+161 (+7%)
Value$1.9M (-$425.4K)
Filed 2026-10-22
Kieckhefer Group LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$1.9M (-$597.2K)
Filed 2026-10-13
Legacy Wealth Asset Management, LLC
DECREASED
Shares2,349 from 2,450
Change-101 (-4%)
Value$1.9M (-$704.5K)
Filed 2026-10-09
Fortem Financial Group, LLC
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$1.9M (-$595.9K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
DECREASED
Shares2,342 from 2,475
Change-133 (-5%)
Value$1.9M (-$737.7K)
Filed 2026-10-15
NBH Bank
INCREASED
Shares2,333 from 2,321
Change+12 (+1%)
Value$1.9M (-$580.1K)
Filed 2026-11-05
BankChampaign, National Association
DECREASED
Shares2,328 from 2,368
Change-40 (-2%)
Value$1.9M (-$634.2K)
Filed 2026-10-19
Almanack Investment Partners, Llc.
INCREASED
Shares2,321 from 2,149
Change+172 (+8%)
Value$1.9M (-$407.2K)
Filed 2026-11-03
Martin Capital Advisors, LLP
INCREASED
Shares2,309 from 2,270
Change+39 (+2%)
Value$1.9M (-$545.2K)
Filed 2026-10-15
J. Team Financial, Inc.
INCREASED
Shares2,308 from 1,850
Change+458 (+25%)
Value$1.9M (-$98.7K)
Filed 2026-11-03
Realta Investment Advisors
DECREASED
Shares2,305 from 2,320
Change-15 (-1%)
Value$1.9M (-$601.7K)
Filed 2026-10-14
Financial Consulate, Inc
DECREASED
Shares2,288 from 2,335
Change-47 (-2%)
Value$1.9M (-$631.2K)
Filed 2026-10-23
Burton Enright Welch
INCREASED
Shares2,273 from 1,496
Change+777 (+52%)
Value$1.8M (+$249.8K)
Filed 2026-11-04
Fagan Associates, Inc.
INCREASED
Shares2,270 from 1,752
Change+518 (+30%)
Value$1.8M (-$25.0K)
Filed 2026-10-13
White Lighthouse Investment Management Inc.
UNCHANGED
Shares2,267 from 2,267
Change0 (0%)
Value$1.8M (-$576.1K)
Filed 2026-10-21
Washburn Capital Management, Inc.
DECREASED
Shares2,256 from 2,476
Change-220 (-9%)
Value$1.8M (-$807.3K)
Filed 2026-10-19
Luts & Greenleigh Group, Inc.
INCREASED
Shares2,253 from 871
Change+1,382 (+159%)
Value$1.8M (+$899.2K)
Filed 2026-11-05
WealthPLAN Partners, LLC
INCREASED
Shares2,252 from 1,869
Change+383 (+20%)
Value$1.8M (-$164.7K)
Filed 2026-10-15
Birinyi Associates Inc
DECREASED
Shares2,250 from 3,000
Change-750 (-25%)
Value$1.8M (-$1.4M)
Filed 2026-10-28
LVM Capital Management LTD
INCREASED
Shares2,239 from 2,166
Change+73 (+3%)
Value$1.8M (-$491.6K)
Filed 2026-10-20
WoodTrust Financial Corp
UNCHANGED
Shares2,224 from 2,224
Change0 (0%)
Value$1.8M (-$565.0K)
Filed 2026-10-09
Grandview Asset Management LLC
DECREASED
Shares2,216 from 2,905
Change-689 (-24%)
Value$1.8M (-$1.3M)
Filed 2026-10-19
Markowski Investments
DECREASED
Shares2,213 from 2,722
Change-509 (-19%)
Value$1.8M (-$1.1M)
Filed 2026-10-30
Horizon Wealth Management, LLC
INCREASED
Shares2,212 from 2,211
Change+1 (+0%)
Value$1.8M (-$560.6K)
Filed 2026-11-02
Tower Trust & Investment Co
INCREASED
Shares2,210 from 2,197
Change+13 (+1%)
Value$1.8M (-$547.8K)
Filed 2026-10-28
Parisi Gray Wealth Management
INCREASED
Shares2,204 from 2,052
Change+152 (+7%)
Value$1.8M (-$398.1K)
Filed 2026-10-16
Sippican Capital Advisors
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$1.8M (-$559.0K)
Filed 2026-10-23
Triad Wealth Partners, LLC
DECREASED
Shares2,198 from 2,227
Change-29 (-1%)
Value$1.8M (-$66.2K)
Filed 2026-10-26
Focus Wealth Advisors, LLC
DECREASED
Shares2,187 from 2,211
Change-24 (-1%)
Value$1.8M (-$581.1K)
Filed 2026-10-14
Shepherd Street Advisors LLC
DECREASED
Shares2,183 from 2,253
Change-70 (-3%)
Value$1.7M (-$312.5K)
Filed 2026-10-21
Patton Albertson Miller Group, LLC
DECREASED
Shares2,183 from 2,185
Change-2 (0%)
Value$1.8M (-$556.9K)
Filed 2026-10-26
Lighthouse Financial Services Inc
INCREASED
Shares2,181 from 2,100
Change+81 (+4%)
Value$1.8M (-$313.9K)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares2,178
Change+2,178
Value$1.8M
Filed 2026-10-19
RM Financial Services, LLC
INCREASED
Shares2,166 from 2,160
Change+6 (+0%)
Value$1.8M (-$544.0K)
Filed 2026-11-03
Schear Investment Advisers, LLC
DECREASED
Shares2,160 from 6,794
Change-4,634 (-68%)
Value$1.8M (-$5.5M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,160 from 1,746
Change+414 (+24%)
Value$1.8M (-$107.7K)
Filed 2026-10-14
Cane Capital Partners, LLC
INCREASED
Shares2,159 from 1,249
Change+910 (+73%)
Value$1.8M (+$420.4K)
Filed 2026-10-23
Curbstone Financial Management Corp
UNCHANGED
Shares2,152 from 2,152
Change0 (0%)
Value$1.7M (-$546.8K)
Filed 2026-10-21
Axxion S.A.
UNCHANGED
Shares2,147 from 2,147
Change0 (0%)
Value$1.7M (-$545.6K)
Filed 2026-10-22
Patton Fund Management, Inc.
DECREASED
Shares2,145 from 3,282
Change-1,137 (-35%)
Value$1.7M (-$1.8M)
Filed 2026-10-13
Seelaus Asset Management LLC
DECREASED
Shares2,142 from 2,221
Change-79 (-4%)
Value$1.7M (-$628.4K)
Filed 2026-10-14
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares2,141 from 2,106
Change+35 (+2%)
Value$1.7M (-$506.8K)
Filed 2026-10-14
Means Investment Co., Inc.
INCREASED
Shares2,141 from 2,121
Change+20 (+1%)
Value$1.7M (-$522.0K)
Filed 2026-11-03
Davidson Capital Management Inc.
INCREASED
Shares2,139 from 2,114
Change+25 (+1%)
Value$1.7M (-$516.9K)
Filed 2026-10-15
CDM Financial Counseling Services, Inc.
DECREASED
Shares2,130 from 2,145
Change-15 (-1%)
Value$1.7M (-$557.2K)
Filed 2026-10-15
Strong Retirement Solutions LLC
INCREASED
Shares2,127 from 395
Change+1,732 (+438%)
Value$1.7M (+$1.3M)
Filed 2026-10-07
United Advisor Group, LLC
DECREASED
Shares2,117 from 2,146
Change-29 (-1%)
Value$1.7M (-$568.5K)
Filed 2026-11-03
Pine Haven Investment Counsel, Inc
DECREASED
Shares2,102 from 2,116
Change-14 (-1%)
Value$1.7M (-$549.0K)
Filed 2026-11-02
Vann Equity Management LLC
INCREASED
Shares2,097 from 2,021
Change+76 (+4%)
Value$1.7M (-$451.1K)
Filed 2026-10-08
Contravisory Investment Management, Inc.
INCREASED
Shares2,092 from 1,573
Change+519 (+33%)
Value$1.7M (+$21.1K)
Filed 2026-10-13
Thrive Wealth Management, LLC
DECREASED
Shares2,091 from 2,129
Change-38 (-2%)
Value$1.7M (-$571.7K)
Filed 2026-10-13
Cortland Associates Inc
UNCHANGED
Shares2,091 from 2,091
Change0 (0%)
Value$1.7M (-$530.0K)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,083 from 2,101
Change-18 (-1%)
Value$1.7M (-$548.5K)
Filed 2026-10-27
Imc-Chicago, LLC
NEW
Shares2,075
Change+2,075
Value$1.7M
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
NEW
Shares2,072
Change+2,072
Value$1.7M
Filed 2026-10-29
Heck Capital Advisors, LLC
INCREASED
Shares2,066 from 2,025
Change+41 (+2%)
Value$1.7M (-$481.5K)
Filed 2026-10-14
Miramontes Capital, LLC
UNCHANGED
Shares2,063 from 2,063
Change0 (0%)
Value$1.7M (-$524.2K)
Filed 2026-10-19
Wagner Wealth Management, LLC
INCREASED
Shares2,061 from 1,882
Change+179 (+10%)
Value$1.7M (-$333.9K)
Filed 2026-10-21
China Universal Asset Management Co., Ltd.
INCREASED
Shares2,060 from 1,818
Change+242 (+13%)
Value$1.7M (-$233.1K)
Filed 2026-10-28
Capital Advantage, Inc.
INCREASED
Shares2,058 from 1,942
Change+116 (+6%)
Value$1.7M (-$400.0K)
Filed 2026-10-14
Beacon Financial Advisory LLC
INCREASED
Shares2,048 from 2,014
Change+34 (+2%)
Value$1.7M (-$484.2K)
Filed 2026-10-16
Bluedoor Private Wealth, LLC
DECREASED
Shares2,046 from 2,205
Change-159 (-7%)
Value$1.7M (-$689.2K)
Filed 2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED
Shares2,045 from 2,086
Change-41 (-2%)
Value$1.7M (-$563.4K)
Filed 2026-10-15
BCS Wealth Management
UNCHANGED
Shares2,045 from 2,045
Change0 (0%)
Value$1.7M (-$519.8K)
Filed 2026-11-03
First American Bank
UNCHANGED
Shares2,043 from 2,043
Change0 (0%)
Value$1.7M (-$519.1K)
Filed 2026-10-27
Obermeyer Wealth Partners
INCREASED
Shares2,040 from 2,027
Change+13 (+1%)
Value$1.7M (-$504.5K)
Filed 2026-10-21
Breakwater Capital Group
INCREASED
Shares2,038 from 1,946
Change+92 (+5%)
Value$1.7M (-$420.4K)
Filed 2026-10-09
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares2,038 from 2,096
Change-58 (-3%)
Value$1.5M (-$385.7K)
Filed 2026-10-21
Asset Planning,Inc
INCREASED
Shares2,031 from 1,358
Change+673 (+50%)
Value$1.6M (+$201.0K)
Filed 2026-10-26
Langley Wealth Management, LLC
DECREASED
Shares2,028 from 2,142
Change-114 (-5%)
Value$1.6M (-$636.5K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
INCREASED
Shares2,028 from 1,944
Change+84 (+4%)
Value$1.6M (-$425.3K)
Filed 2026-10-09
Adelphi Trust Co
DECREASED
Shares2,027 from 2,043
Change-16 (-1%)
Value$1.6M (-$532.1K)
Filed 2026-10-05
Clarus Wealth Advisors
INCREASED
Shares2,026 from 1,974
Change+52 (+3%)
Value$1.6M (-$249.7K)
Filed 2026-10-13
Asset Advisory Group, Inc.
DECREASED
Shares2,026 from 2,055
Change-29 (-1%)
Value$1.6M (-$546.2K)
Filed 2026-10-20
Cahaba Wealth Management, Inc.
INCREASED
Shares2,023 from 1,988
Change+35 (+2%)
Value$1.6M (-$476.5K)
Filed 2026-10-26
Disciplined Equity Management, Inc.
UNCHANGED
Shares2,019 from 2,019
Change0 (0%)
Value$1.6M (-$513.0K)
Filed 2026-10-14
BlueSky Wealth Advisors, LLC
INCREASED
Shares2,016 from 1,629
Change+387 (+24%)
Value$1.6M (-$100.2K)
Filed 2026-10-29
Sterling Wealth Management, Inc.
UNCHANGED
Shares2,015 from 2,015
Change0 (0%)
Value$1.6M (-$512.0K)
Filed 2026-10-23
Marion Wealth Management
INCREASED
Shares2,005 from 1,847
Change+158 (+9%)
Value$1.6M (-$341.4K)
Filed 2026-10-22
Sage Investment Counsel LLC
INCREASED
Shares2,002 from 2,001
Change+1 (+0%)
Value$1.6M (-$508.3K)
Filed 2026-10-26
Mariner Investment Group LLC
NEW
Shares2,000
Change+2,000
Value$1.6M
Filed 2026-11-04
Saybrook Capital
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$1.6M (-$508.2K)
Filed 2026-10-27
TMB Capital Partners, LLC
DECREASED
Shares1,998 from 2,082
Change-84 (-4%)
Value$1.6M (-$597.2K)
Filed 2026-10-20
Arcataur Capital Management LLC
DECREASED
Shares1,995 from 2,005
Change-10 (0%)
Value$1.6M (-$517.6K)
Filed 2026-10-21
Baring Financial LLC
DECREASED
Shares1,992 from 2,452
Change-460 (-19%)
Value$1.6M (-$996.7K)
Filed 2026-10-07
Jacksonville Wealth Management, LLC
DECREASED
Shares1,981 from 2,019
Change-38 (-2%)
Value$1.6M (-$544.2K)
Filed 2026-10-30
Summit Financial Strategies, Inc.
DECREASED
Shares1,979 from 2,004
Change-25 (-1%)
Value$1.6M (-$529.5K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
DECREASED
Shares1,979 from 1,986
Change-7 (0%)
Value$1.6M (-$510.3K)
Filed 2026-10-13
Sanders Morris Harris LLC
INCREASED
Shares1,975 from 1,775
Change+200 (+11%)
Value$1.6M (-$267.6K)
Filed 2026-10-14
Zullo Investment Group, Inc.
INCREASED
Shares1,971 from 1,947
Change+24 (+1%)
Value$1.6M (-$475.3K)
Filed 2026-10-20
Tompkins Financial Corp
DECREASED
Shares1,969 from 1,992
Change-23 (-1%)
Value$1.6M (-$524.8K)
Filed 2026-10-05
Laurel OAK Wealth Management, LLC
DECREASED
Shares1,967 from 2,093
Change-126 (-6%)
Value$1.6M (-$634.0K)
Filed 2026-10-19
Olistico Wealth, LLC
INCREASED
Shares1,962 from 1,942
Change+20 (+1%)
Value$1.6M (-$477.3K)
Filed 2026-10-05
Ninety One UK Ltd
INCREASED
Shares1,961 from 154
Change+1,807 (+1173%)
Value$1.6M (+$1.4M)
Filed 2026-10-15
Mechanics Bank Trust Department
DECREASED
Shares1,957 from 2,013
Change-56 (-3%)
Value$1.6M (-$556.9K)
Filed 2026-10-13
Yankcom Partnership
INCREASED
Shares1,956 from 1,811
Change+145 (+8%)
Value$1.6M (-$342.6K)
Filed 2026-10-15
True Private Wealth Advisors
DECREASED
Shares1,956 from 1,994
Change-38 (-2%)
Value$1.6M (-$537.2K)
Filed 2026-10-19
Horst & Graben Wealth Management LLC
INCREASED
Shares1,954 from 1,951
Change+3 (+0%)
Value$1.6M (-$350.4K)
Filed 2026-11-02
St. Louis Trust Co
UNCHANGED
Shares1,952 from 1,952
Change0 (0%)
Value$1.6M (+$993.4K)
Filed 2026-11-03
Orser Capital Management, LLC
INCREASED
Shares1,951 from 1,729
Change+222 (+13%)
Value$1.6M (-$259.4K)
Filed 2026-10-13
Woodstock Corp
INCREASED
Shares1,950 from 1,510
Change+440 (+29%)
Value$1.6M (-$27.0K)
Filed 2026-10-13
SeaBridge Investment Advisors LLC
INCREASED
Shares1,949 from 1,565
Change+384 (+25%)
Value$1.6M (-$86.3K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED
Shares1,948 from 1,857
Change+91 (+5%)
Value$1.6M (-$397.6K)
Filed 2026-10-14
Golden Reserve Retirement LLC
INCREASED
Shares1,947 from 1,116
Change+831 (+74%)
Value$1.6M (+$389.8K)
Filed 2026-11-02
Mountain Pacific Investment Advisers LLC
INCREASED
Shares1,944 from 1,924
Change+20 (+1%)
Value$1.6M (-$472.8K)
Filed 2026-10-29
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares1,942 from 1,943
Change-1 (0%)
Value$1.6M (-$494.4K)
Filed 2026-10-30
Accredited Investors Inc.
INCREASED
Shares1,941 from 1,935
Change+6 (+0%)
Value$1.6M (-$487.0K)
Filed 2026-11-03
Opinicus Capital, Inc.
DECREASED
Shares1,940 from 1,953
Change-13 (-1%)
Value$1.6M (-$507.0K)
Filed 2026-10-28
Alliance Private Wealth, LLC
DECREASED
Shares1,930 from 2,313
Change-383 (-17%)
Value$1.6M (-$898.3K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
DECREASED
Shares1,929 from 2,057
Change-128 (-6%)
Value$1.6M (-$626.2K)
Filed 2026-10-13
Allen Investment Management, LLC
UNCHANGED
Shares1,913 from 1,913
Change0 (0%)
Value$1.6M (-$486.1K)
Filed 2026-11-03
Peoples Financial Services Corp.
DECREASED
Shares1,908 from 2,012
Change-104 (-5%)
Value$1.5M (-$595.6K)
Filed 2026-10-20
Forbes J M & Co LLP
INCREASED
Shares1,907 from 1,885
Change+22 (+1%)
Value$1.5M (-$461.2K)
Filed 2026-10-16
Claro Advisors Inc.
INCREASED
Shares1,901 from 846
Change+1,055 (+125%)
Value$1.5M (+$641.3K)
Filed 2026-11-02
Brian LOW Financial Group, LLC
NEW
Shares1,897
Change+1,897
Value$1.5M
Filed 2026-10-28
Kozak & Associates, Inc.
INCREASED
Shares1,896 from 1,893
Change+3 (+0%)
Value$1.4M (-$524.1K)
Filed 2026-10-29
Avity Investment Management Inc.
INCREASED
Shares1,895 from 1,180
Change+715 (+61%)
Value$1.5M (+$279.9K)
Filed 2026-10-09
Impact Capital Partners LLC
INCREASED
Shares1,894 from 1,883
Change+11 (+1%)
Value$1.5M (-$469.6K)
Filed 2026-10-22
August Group Capital Ltd
INCREASED
Shares1,892 from 1,884
Change+8 (+0%)
Value$1.5M (-$472.3K)
Filed 2026-10-14
Allen Wealth Management, LLC
DECREASED
Shares1,891 from 2,151
Change-260 (-12%)
Value$1.5M (-$757.4K)
Filed 2026-10-29
XXI Wealth, LLC
INCREASED
Shares1,884 from 1,843
Change+41 (+2%)
Value$1.5M (-$434.9K)
Filed 2026-10-22
Simplex Trading, LLC
NEW
Shares1,878
Change+1,878
Value$1.5M
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
INCREASED
Shares1,871 from 1,772
Change+99 (+6%)
Value$1.5M (-$369.9K)
Filed 2026-10-20
Pines Wealth Management, LLC
DECREASED
Shares1,869 from 1,912
Change-43 (-2%)
Value$1.5M (-$520.7K)
Filed 2026-10-21
Appleton Partners Inc
DECREASED
Shares1,869 from 1,879
Change-10 (-1%)
Value$1.5M (-$486.0K)
Filed 2026-10-30
Bell Bank
INCREASED
Shares1,869 from 1,865
Change+4 (+0%)
Value$1.5M (-$470.7K)
Filed 2026-10-21
Guardian Asset Advisors, LLC
DECREASED
Shares1,866 from 1,888
Change-22 (-1%)
Value$1.5M (-$498.1K)
Filed 2026-10-16
Grant Private Wealth Management Inc
INCREASED
Shares1,865 from 1,720
Change+145 (+8%)
Value$1.5M (-$319.3K)
Filed 2026-10-19
Ascentis Wealth Management, LLC
DECREASED
Shares1,862 from 2,546
Change-684 (-27%)
Value$1.5M (-$1.2M)
Filed 2026-11-03
Trust Co
DECREASED
Shares1,859 from 1,904
Change-45 (-2%)
Value$1.5M (-$520.3K)
Filed 2026-10-09
Fulton Breakefield Broenniman LLC
INCREASED
Shares1,856 from 1,849
Change+7 (+0%)
Value$1.5M (-$464.1K)
Filed 2026-11-03
Carret Asset Management, LLC
DECREASED
Shares1,848 from 1,852
Change-4 (0%)
Value$1.5M (-$474.6K)
Filed 2026-11-04
Bayban
UNCHANGED
Shares1,842 from 1,842
Change0 (0%)
Value$2.0M ($0)
Filed 2026-11-05
Investment House LLC
DECREASED
Shares1,833 from 5,798
Change-3,965 (-68%)
Value$1.5M (-$4.7M)
Filed 2026-10-21
Baldwin Wealth Partners LLC
DECREASED
Shares1,827 from 1,831
Change-4 (0%)
Value$1.5M (-$468.5K)
Filed 2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED
Shares1,826 from 1,140
Change+686 (+60%)
Value$1.5M (+$266.5K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
DECREASED
Shares1,820 from 1,941
Change-121 (-6%)
Value$1.5M (-$590.9K)
Filed 2026-10-28
Doliver Advisors, LP
UNCHANGED
Shares1,818 from 1,818
Change0 (0%)
Value$1.5M (-$462.0K)
Filed 2026-10-01
Windsor Capital Management, LLC
DECREASED
Shares1,817 from 1,872
Change-55 (-3%)
Value$1.5M (-$521.3K)
Filed 2026-10-13
Whalen Wealth Management Inc.
INCREASED
Shares1,816 from 1,793
Change+23 (+1%)
Value$1.5M (-$437.0K)
Filed 2026-10-08
Smith Chas P & Associates PA Cpas
DECREASED
Shares1,810 from 1,825
Change-15 (-1%)
Value$1.3M (-$620.8K)
Filed 2026-10-22
Quantum Financial Advisors, LLC
INCREASED
Shares1,801 from 1,736
Change+65 (+4%)
Value$1.5M (-$388.5K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
DECREASED
Shares1,801 from 1,820
Change-19 (-1%)
Value$1.5M (-$477.4K)
Filed 2026-10-22
Pilgrim Partners Asia Pte Ltd
NEW
Shares1,800
Change+1,800
Value$1.5M
Filed 2026-10-29
Violich Capital Management, Inc.
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$1.5M (-$457.4K)
Filed 2026-10-05
Tarbox Family Office, Inc.
UNCHANGED
Shares1,783 from 1,783
Change0 (0%)
Value$1.4M (-$453.1K)
Filed 2026-10-23
Excalibur Management Corp
DECREASED
Shares1,778 from 1,785
Change-7 (0%)
Value$1.4M (-$459.3K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
INCREASED
Shares1,776 from 1,685
Change+91 (+5%)
Value$1.4M (-$354.4K)
Filed 2026-10-05
Montz Harcus Wealth Management LLC
DECREASED
Shares1,775 from 1,863
Change-88 (-5%)
Value$1.4M (-$544.9K)
Filed 2026-10-09
Mindset Wealth Management, LLC
INCREASED
Shares1,774 from 1,766
Change+8 (+0%)
Value$1.4M (-$442.2K)
Filed 2026-10-19
Western Financial Corp
DECREASED
Shares1,770 from 7,055
Change-5,285 (-75%)
Value$1.4M (-$6.1M)
Filed 2026-10-14
Landaas & Co
INCREASED
Shares1,769 from 1,608
Change+161 (+10%)
Value$1.4M (-$278.0K)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,758 from 1,701
Change+57 (+3%)
Value$1.4M (-$381.6K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
INCREASED
Shares1,757 from 949
Change+808 (+85%)
Value$1.5M (+$575.7K)
Filed 2026-10-09
Sweeney & Michel, LLC
INCREASED
Shares1,757 from 1,753
Change+4 (+0%)
Value$1.4M (-$51.7K)
Filed 2026-10-16
Centurion Wealth Management LLC
DECREASED
Shares1,749 from 1,861
Change-112 (-6%)
Value$1.4M (-$563.6K)
Filed 2026-10-13
Diversified Management Inc
INCREASED
Shares1,749 from 1,710
Change+39 (+2%)
Value$1.4M (-$402.9K)
Filed 2026-10-08
Keystone Wealth Services, LLC
INCREASED
Shares1,743 from 1,649
Change+94 (+6%)
Value$1.4M (-$314.8K)
Filed 2026-11-03
55 North Private Wealth, LLC
INCREASED
Shares1,740 from 1,561
Change+179 (+11%)
Value$1.4M (-$251.9K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
DECREASED
Shares1,739 from 1,800
Change-61 (-3%)
Value$1.4M (-$532.4K)
Filed 2026-10-27
Foster Group, Inc.
DECREASED
Shares1,738 from 2,520
Change-782 (-31%)
Value$1.4M (-$1.3M)
Filed 2026-10-13
Gleason Group, Inc.
DECREASED
Shares1,737 from 2,131
Change-394 (-18%)
Value$1.4M (-$861.7K)
Filed 2026-10-15
626 Financial, LLC
DECREASED
Shares1,734 from 1,807
Change-73 (-4%)
Value$1.4M (-$518.3K)
Filed 2026-11-04
Abel Hall, LLC
DECREASED
Shares1,731 from 1,752
Change-21 (-1%)
Value$1.4M (-$462.2K)
Filed 2026-10-19
TCV Trust & Wealth Management, Inc.
DECREASED
Shares1,730 from 1,745
Change-15 (-1%)
Value$1.4M (-$455.6K)
Filed 2026-10-16
Vista Investment Partners LLC
INCREASED
Shares1,729 from 1,237
Change+492 (+40%)
Value$1.4M (+$84.7K)
Filed 2026-10-08
Partners Wealth Management, LLC
INCREASED
Shares1,726 from 665
Change+1,061 (+160%)
Value$1.4M (+$691.6K)
Filed 2026-10-28
NWF Advisory Services Inc.
DECREASED
Shares1,726 from 2,097
Change-371 (-18%)
Value$1.4M (-$833.5K)
Filed 2026-10-19
LifeSteps Financial, Inc.
DECREASED
Shares1,714 from 1,728
Change-14 (-1%)
Value$1.4M (-$450.2K)
Filed 2026-10-15
Baker Ellis Asset Management LLC
DECREASED
Shares1,712 from 1,842
Change-130 (-7%)
Value$1.4M (-$573.5K)
Filed 2026-10-14
Base Wealth Management LLC
DECREASED
Shares1,702 from 1,724
Change-22 (-1%)
Value$1.4M (-$455.9K)
Filed 2026-10-21
Advisory Resource Group
INCREASED
Shares1,699 from 1,648
Change+51 (+3%)
Value$1.4M (-$377.4K)
Filed 2026-10-26
Accel Wealth Management
DECREASED
Shares1,694 from 1,705
Change-11 (-1%)
Value$1.4M (-$442.4K)
Filed 2026-10-13
Mendel Money Management
DECREASED
Shares1,693 from 1,778
Change-85 (-5%)
Value$1.4M (-$520.7K)
Filed 2026-11-02
Stonebridge Financial Group, LLC
INCREASED
Shares1,693 from 1,635
Change+58 (+4%)
Value$1.4M (-$368.4K)
Filed 2026-10-01
Revisor Wealth Management LLC
INCREASED
Shares1,689 from 1,612
Change+77 (+5%)
Value$1.2M (-$470.5K)
Filed 2026-10-20
Wealth Quarterback LLC
DECREASED
Shares1,687 from 1,719
Change-32 (-2%)
Value$1.4M (-$462.9K)
Filed 2026-10-20
Angeles Wealth Management, LLC
DECREASED
Shares1,686 from 1,947
Change-261 (-13%)
Value$1.4M (-$706.4K)
Filed 2026-10-26
Hall Laurie J Trustee
DECREASED
Shares1,682 from 1,707
Change-25 (-1%)
Value$1.4M (-$454.0K)
Filed 2026-10-06
Firethorn Wealth Partners, LLC
DECREASED
Shares1,677 from 1,743
Change-66 (-4%)
Value$1.4M (-$496.4K)
Filed 2026-10-14
Balefire, LLC
DECREASED
Shares1,675 from 1,733
Change-58 (-3%)
Value$1.4M (-$487.4K)
Filed 2026-10-09
Nadler Financial Group, Inc.
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$1.4M (-$425.6K)
Filed 2026-10-23
W Advisors, LLC
INCREASED
Shares1,674 from 1,661
Change+13 (+1%)
Value$1.4M (-$411.5K)
Filed 2026-11-02
Charis Legacy Partners, LLC
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$1.4M (-$424.4K)
Filed 2026-10-22
Sawyer & Company, Inc
DECREASED
Shares1,667 from 1,692
Change-25 (-1%)
Value$1.4M (-$450.2K)
Filed 2026-10-21
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares1,660 from 1,658
Change+2 (+0%)
Value$1.3M (-$419.4K)
Filed 2026-10-29
Grove Bank & Trust
INCREASED
Shares1,655 from 1,654
Change+1 (+0%)
Value$1.3M (-$419.5K)
Filed 2026-10-08
Lakeside Advisors, Inc.
DECREASED
Shares1,654 from 1,804
Change-150 (-8%)
Value$1.3M (-$579.6K)
Filed 2026-10-20
Diligent Investors, LLC
DECREASED
Shares1,652 from 1,771
Change-119 (-7%)
Value$1.3M (-$546.4K)
Filed 2026-10-21
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares1,652 from 1,706
Change-54 (-3%)
Value$1.3M (-$477.3K)
Filed 2026-11-04
Ridgecrest Wealth Partners, LLC
DECREASED
Shares1,652 from 1,653
Change-1 (0%)
Value$1.3M (-$420.9K)
Filed 2026-10-19
Opal Wealth Advisors, LLC
DECREASED
Shares1,651 from 1,681
Change-30 (-2%)
Value$1.3M (-$452.2K)
Filed 2026-10-16
Kaydan Wealth Management, Inc.
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$1.3M (-$419.3K)
Filed 2026-10-08
Tennessee Valley Asset Management Partners
INCREASED
Shares1,642 from 1,640
Change+2 (+0%)
Value$1.3M (-$414.7K)
Filed 2026-11-03
Avantra Family Wealth, Inc.
INCREASED
Shares1,641 from 1,638
Change+3 (+0%)
Value$1.3M (-$414.1K)
Filed 2026-10-20
William John Sempolinski
DECREASED
Shares1,636 from 1,830
Change-194 (-11%)
Value$1.3M (-$622.3K)
Filed 2026-10-20
Townsend Asset Management Corp
DECREASED
Shares1,633 from 1,760
Change-127 (-7%)
Value$1.3M (-$551.0K)
Filed 2026-10-29
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares1,622 from 1,622
Change0 (0%)
Value$1.3M (-$412.2K)
Filed 2026-10-07
Sunpointe, LLC
DECREASED
Shares1,616 from 1,705
Change-89 (-5%)
Value$1.3M (-$505.4K)
Filed 2026-10-22
BIP Wealth, LLC
INCREASED
Shares1,615 from 1,553
Change+62 (+4%)
Value$1.3M (-$344.9K)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares1,611 from 1,504
Change+107 (+7%)
Value$1.3M (-$295.8K)
Filed 2026-10-26
Bigelow Investment Advisors, LLC
INCREASED
Shares1,610 from 1,591
Change+19 (+1%)
Value$1.3M (-$388.9K)
Filed 2026-10-13
Carrera Capital Advisors
INCREASED
Shares1,607 from 1,584
Change+23 (+1%)
Value$1.3M (-$384.0K)
Filed 2026-11-03
JB Capital LLC
INCREASED
Shares1,604 from 1,586
Change+18 (+1%)
Value$1.3M (-$388.3K)
Filed 2026-10-19
DMC Group, LLC
DECREASED
Shares1,602 from 1,672
Change-70 (-4%)
Value$1.3M (-$481.6K)
Filed 2026-10-26
Garner Asset Management Corp
DECREASED
Shares1,599 from 1,692
Change-93 (-5%)
Value$1.1M (-$695.4K)
Filed 2026-10-30
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares1,595 from 1,702
Change-107 (-6%)
Value$1.3M (-$519.3K)
Filed 2026-11-05
Lewis Asset Management, LLC
INCREASED
Shares1,583 from 1,505
Change+78 (+5%)
Value$1.3M (-$319.3K)
Filed 2026-10-14
Financial Partners Group, Inc
DECREASED
Shares1,583 from 1,628
Change-45 (-3%)
Value$1.3M (-$450.0K)
Filed 2026-10-19
Mirador Capital Partners LP
DECREASED
Shares1,582 from 1,649
Change-67 (-4%)
Value$1.3M (-$473.1K)
Filed 2026-10-09
Alpine Bank Wealth Management
INCREASED
Shares1,581 from 1,579
Change+2 (+0%)
Value$1.3M (-$399.6K)
Filed 2026-10-16
Novem Group
DECREASED
Shares1,575 from 1,651
Change-76 (-5%)
Value$1.3M (-$481.4K)
Filed 2026-10-19
Annex Advisory Services, LLC
INCREASED
Shares1,567 from 1,420
Change+147 (+10%)
Value$1.3M (-$241.7K)
Filed 2026-10-16
Affinity Capital Advisors, LLC
DECREASED
Shares1,566 from 1,673
Change-107 (-6%)
Value$1.3M (-$368.9K)
Filed 2026-10-13
Sendero Wealth Management, LLC
DECREASED
Shares1,558 from 1,560
Change-2 (0%)
Value$1.3M (-$398.0K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,557 from 1,557
Change0 (0%)
Value$1.3M (-$395.7K)
Filed 2026-10-23
Goldenstone Wealth Management LLC
DECREASED
Shares1,556 from 1,577
Change-21 (-1%)
Value$1.3M (-$417.9K)
Filed 2026-11-04
Trinity Financial Advisors LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$1.3M (-$393.9K)
Filed 2026-10-09
McBroom & Associates, LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$1.3M (-$393.9K)
Filed 2026-10-29
Linscomb Wealth, Inc.
DECREASED
Shares1,542 from 1,562
Change-20 (-1%)
Value$1.3M (-$413.1K)
Filed 2026-11-05
Davis Investment Partners, LLC
DECREASED
Shares1,541 from 1,773
Change-232 (-13%)
Value$1.2M (-$638.2K)
Filed 2026-11-05
Nvwm, LLC
INCREASED
Shares1,537 from 1,530
Change+7 (+0%)
Value$1.2M (-$383.1K)
Filed 2026-10-14
Valley National Advisers Inc
DECREASED
Shares1,532 from 1,582
Change-50 (-3%)
Value$1.2M (-$442.6K)
Filed 2026-10-23
Camden National Bank
DECREASED
Shares1,525 from 1,565
Change-40 (-3%)
Value$1.2M (-$430.1K)
Filed 2026-11-02
Wincap Financial LLC
INCREASED
Shares1,524 from 1,344
Change+180 (+13%)
Value$1.2M (-$195.6K)
Filed 2026-10-20
Vicus Capital
INCREASED
Shares1,524 from 1,498
Change+26 (+2%)
Value$1.2M (-$359.3K)
Filed 2026-11-05
First Community Trust NA
INCREASED
Shares1,523 from 1,264
Change+259 (+20%)
Value$1.2M (-$111.2K)
Filed 2026-10-07
Raab & Moskowitz Asset Management LLC
DECREASED
Shares1,518 from 1,586
Change-68 (-4%)
Value$1.2M (-$458.2K)
Filed 2026-11-02
Harbour Trust & Investment Management Co
DECREASED
Shares1,509 from 1,510
Change-1 (0%)
Value$1.2M (-$384.5K)
Filed 2026-10-28
KMG Fiduciary Partners, LLC
DECREASED
Shares1,503 from 1,530
Change-27 (-2%)
Value$1.2M (-$411.2K)
Filed 2026-10-14
Commonwealth Financial Services, LLC
INCREASED
Shares1,502 from 1,468
Change+34 (+2%)
Value$1.2M (-$345.2K)
Filed 2026-10-20
Chickasaw Capital Management LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$1.2M (-$380.8K)
Filed 2026-10-08
Juno Financial Group LLC
INCREASED
Shares1,498 from 1,423
Change+75 (+5%)
Value$1.2M (-$300.6K)
Filed 2026-10-27
Traveka Wealth, LLC
INCREASED
Shares1,496 from 1,350
Change+146 (+11%)
Value$1.2M (-$224.8K)
Filed 2026-10-19
Pacifica Partners Inc.
DECREASED
Shares1,495 from 1,497
Change-2 (0%)
Value$1.2M (-$206.3K)
Filed 2026-10-09
Cooper S Advisors, LLC
DECREASED
Shares1,491 from 1,646
Change-155 (-9%)
Value$1.2M (-$543.8K)
Filed 2026-11-03
Encompass Wealth Advisors, LLC
INCREASED
Shares1,490 from 785
Change+705 (+90%)
Value$1.2M (+$372.1K)
Filed 2026-10-15
Black Diamond Financial, LLC
INCREASED
Shares1,486 from 1,218
Change+268 (+22%)
Value$1.2M (-$92.9K)
Filed 2026-10-26
Cromwell Holdings LLC
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$1.2M (-$375.1K)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
DECREASED
Shares1,475 from 1,804
Change-329 (-18%)
Value$1.2M (-$725.4K)
Filed 2026-10-26
Anchyra Partners LLC
INCREASED
Shares1,474 from 1,239
Change+235 (+19%)
Value$1.2M (-$124.3K)
Filed 2026-10-13
Taylor Financial Group, Inc.
DECREASED
Shares1,468 from 1,768
Change-300 (-17%)
Value$1.2M (-$692.5K)
Filed 2026-11-02
Formidable Asset Management, LLC
DECREASED
Shares1,468 from 1,478
Change-10 (-1%)
Value$1.6M (+$516.3K)
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,467 from 1,467
Change0 (0%)
Value$1.2M (-$372.8K)
Filed 2026-10-23
Greenspring Advisors, LLC
INCREASED
Shares1,462 from 708
Change+754 (+107%)
Value$1.2M (+$431.5K)
Filed 2026-11-05
Paulson Wealth Management Inc.
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$1.2M (-$370.5K)
Filed 2026-11-02
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$1.2M (-$370.5K)
Filed 2026-10-30
Rossby Financial, LCC
DECREASED
Shares1,454 from 1,662
Change-208 (-13%)
Value$1.2M (-$590.5K)
Filed 2026-11-05
Center For Asset Management LLC
INCREASED
Shares1,453 from 1,353
Change+100 (+7%)
Value$1.2M (-$262.6K)
Filed 2026-10-16
McCollum Christoferson Group LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$1.2M (-$368.5K)
Filed 2026-10-13
Income Insurance Ltd
UNCHANGED
Shares1,449 from 1,449
Change0 (0%)
Value$1.2M (-$368.2K)
Filed 2026-10-21
Meadow Creek Wealth Advisors LLC
DECREASED
Shares1,445 from 1,573
Change-128 (-8%)
Value$1.2M (-$503.5K)
Filed 2026-11-02
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares1,443 from 1,411
Change+32 (+2%)
Value$1.2M (-$332.5K)
Filed 2026-11-04
Peachtree Investment Partners, LLC
INCREASED
Shares1,439 from 1,394
Change+45 (+3%)
Value$1.2M (-$317.8K)
Filed 2026-11-05
Trilogy Capital Inc.
INCREASED
Shares1,438 from 796
Change+642 (+81%)
Value$1.2M (+$318.0K)
Filed 2026-10-20
Range Financial Group LLC
INCREASED
Shares1,438 from 1,354
Change+84 (+6%)
Value$1.2M (-$275.6K)
Filed 2026-10-21
Capital Advisors Wealth Management, LLC
INCREASED
Shares1,437 from 1,433
Change+4 (+0%)
Value$1.2M (-$361.5K)
Filed 2026-10-09
Hickory Point Bank & Trust
DECREASED
Shares1,432 from 1,511
Change-79 (-5%)
Value$1.2M (-$448.0K)
Filed 2026-10-01
Davidson Investment Advisors
INCREASED
Shares1,431 from 1,389
Change+42 (+3%)
Value$1.2M (-$318.9K)
Filed 2026-10-20
Bill Few Associates, Inc.
DECREASED
Shares1,430 from 1,499
Change-69 (-5%)
Value$1.2M (-$436.6K)
Filed 2026-10-09
Interchange Capital Partners, LLC
DECREASED
Shares1,422 from 1,455
Change-33 (-2%)
Value$1.2M (-$394.8K)
Filed 2026-10-28
Coyle Financial Counsel LLC
DECREASED
Shares1,420 from 1,429
Change-9 (-1%)
Value$1.2M (-$370.4K)
Filed 2026-10-28
apricus wealth, LLC
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$1.2M (-$360.8K)
Filed 2026-10-26
GS Investments, Inc.
DECREASED
Shares1,418 from 1,428
Change-10 (-1%)
Value$1.1M (-$371.0K)
Filed 2026-11-05
Baron Wealth Management LLC
DECREASED
Shares1,412 from 1,528
Change-116 (-8%)
Value$1.1M (-$482.4K)
Filed 2026-10-27
Register Financial Advisors LLC
INCREASED
Shares1,405 from 1,388
Change+17 (+1%)
Value$1.1M (-$339.6K)
Filed 2026-10-23
Chatham Capital Group, Inc.
INCREASED
Shares1,404 from 704
Change+700 (+99%)
Value$1.1M (+$388.7K)
Filed 2026-10-16
Acima Private Wealth, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$1.1M (-$355.8K)
Filed 2026-10-05
Alchemi Wealth, LLC
DECREASED
Shares1,399 from 1,435
Change-36 (-3%)
Value$1.1M (-$394.0K)
Filed 2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares1,395 from 1,259
Change+136 (+11%)
Value$1.1M (-$209.7K)
Filed 2026-10-28
First Pacific Financial
INCREASED
Shares1,394 from 1,382
Change+12 (+1%)
Value$1.1M (-$340.7K)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
DECREASED
Shares1,393 from 1,585
Change-192 (-12%)
Value$1.1M (-$558.4K)
Filed 2026-10-23
Waters Parkerson & Co., LLC
DECREASED
Shares1,388 from 1,438
Change-50 (-3%)
Value$1.1M (-$405.9K)
Filed 2026-11-04
Capital Square, LLC
DECREASED
Shares1,387 from 1,460
Change-73 (-5%)
Value$1.1M (-$266.0K)
Filed 2026-10-19
Northside Capital Management, LLC
UNCHANGED
Shares1,387 from 1,387
Change0 (0%)
Value$1.1M (-$352.7K)
Filed 2026-10-13
Planned Solutions, Inc.
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$1.1M (-$351.9K)
Filed 2026-10-19
Kingdom Financial Group Llc.
DECREASED
Shares1,372 from 1,929
Change-557 (-29%)
Value$1.1M (-$941.3K)
Filed 2026-11-04
Sterling Investment Advisors, Ltd.
DECREASED
Shares1,370 from 1,545
Change-175 (-11%)
Value$1.1M (-$534.5K)
Filed 2026-10-27
Union Savings Bank
DECREASED
Shares1,369 from 1,435
Change-66 (-5%)
Value$1.1M (-$418.2K)
Filed 2026-10-14
Smith Group Asset Management, LLC
DECREASED
Shares1,363 from 1,439
Change-76 (-5%)
Value$1.1M (-$427.3K)
Filed 2026-10-27
Jeppson Wealth Management, LLC
INCREASED
Shares1,363 from 1,361
Change+2 (+0%)
Value$1.1M (-$344.2K)
Filed 2026-10-20
First Nebraska Trust Co
INCREASED
Shares1,360 from 1,222
Change+138 (+11%)
Value$1.1M (-$198.6K)
Filed 2026-10-30
Cpwa, LLC
DECREASED
Shares1,355 from 1,356
Change-1 (0%)
Value$1.1M (-$361.0K)
Filed 2026-11-04
Thomas Story & SON LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$1.1M (-$343.0K)
Filed 2026-10-13
SYM Financial Corp
INCREASED
Shares1,348 from 1,171
Change+177 (+15%)
Value$1.1M (-$154.0K)
Filed 2026-10-26
Caliber Wealth Management, LLC / KS
DECREASED
Shares1,348 from 1,450
Change-102 (-7%)
Value$1.1M (-$451.2K)
Filed 2026-11-04
Wendell David Associates Inc
DECREASED
Shares1,348 from 1,358
Change-10 (-1%)
Value$1.1M (-$353.0K)
Filed 2026-10-27
David J Yvars Group
DECREASED
Shares1,347 from 1,361
Change-14 (-1%)
Value$1.1M (-$357.1K)
Filed 2026-10-09
Crown Wealth Group, LLC
INCREASED
Shares1,336 from 1,093
Change+243 (+22%)
Value$1.1M (-$80.7K)
Filed 2026-10-19
Worth Financial Advisory Group, LLC
DECREASED
Shares1,336 from 1,468
Change-132 (-9%)
Value$1.1M (-$480.1K)
Filed 2026-10-19
NTV Asset Management LLC
DECREASED
Shares1,335 from 1,345
Change-10 (-1%)
Value$1.1M (-$349.7K)
Filed 2026-10-23
Insight Advisors, LLC/ PA
INCREASED
Shares1,331 from 1,298
Change+33 (+3%)
Value$1.1M (-$303.5K)
Filed 2026-10-22
McMill Wealth Management
DECREASED
Shares1,330 from 1,331
Change-1 (0%)
Value$1.1M (-$339.0K)
Filed 2026-11-05
Legacy Advisors, LLC
INCREASED
Shares1,329 from 1,263
Change+66 (+5%)
Value$1.1M (-$267.8K)
Filed 2026-10-19
Penn Davis Mcfarland Inc
UNCHANGED
Shares1,328 from 1,328
Change0 (0%)
Value$1.1M (-$337.5K)
Filed 2026-10-23
Brady Martz Wealth Solutions, LLC
DECREASED
Shares1,326 from 1,570
Change-244 (-16%)
Value$1.1M (-$596.8K)
Filed 2026-11-05
Veracity Capital LLC
DECREASED
Shares1,324 from 1,797
Change-473 (-26%)
Value$1.1M (-$840.5K)
Filed 2026-10-08
MRA Advisory Group
UNCHANGED
Shares1,322 from 1,322
Change0 (0%)
Value$1.1M (-$335.5K)
Filed 2026-10-07
Rise Advisors, LLC
INCREASED
Shares1,318 from 1,269
Change+49 (+4%)
Value$1.1M (-$281.9K)
Filed 2026-10-16
S.A. Mason LLC
DECREASED
Shares1,317 from 1,324
Change-7 (-1%)
Value$1.1M (-$342.1K)
Filed 2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares1,313 from 1,337
Change-24 (-2%)
Value$1.1M (-$359.5K)
Filed 2026-10-08
Clark Asset Management, LLC
DECREASED
Shares1,312 from 1,452
Change-140 (-10%)
Value$1.1M (-$482.5K)
Filed 2026-10-19
Enterprise Financial Services Corp
DECREASED
Shares1,304 from 1,308
Change-4 (0%)
Value$1.1M (-$335.6K)
Filed 2026-11-03
Grant Street Asset Management, Inc.
DECREASED
Shares1,303 from 1,332
Change-29 (-2%)
Value$1.1M (-$362.0K)
Filed 2026-10-26
West Paces Advisors Inc.
DECREASED
Shares1,302 from 1,338
Change-36 (-3%)
Value$1.1M (-$369.2K)
Filed 2026-10-13
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,301 from 1,441
Change-140 (-10%)
Value$1.1M (-$479.7K)
Filed 2026-10-28
Latitude Advisors, LLC
DECREASED
Shares1,300 from 2,042
Change-742 (-36%)
Value$1.1M (-$1.1M)
Filed 2026-10-27
Merrion Investment Management Co, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$1.1M (-$330.3K)
Filed 2026-10-16
Quadcap Wealth Management, LLC
DECREASED
Shares1,293 from 1,353
Change-60 (-4%)
Value$1.0M (-$392.7K)
Filed 2026-11-02
Collaborative Fund Advisors, LLC
INCREASED
Shares1,292 from 601
Change+691 (+115%)
Value$1.0M (+$407.5K)
Filed 2026-11-02
Grey Ledge Advisors, LLC
DECREASED
Shares1,291 from 1,304
Change-13 (-1%)
Value$1.0M (-$342.0K)
Filed 2026-11-02
Global Trust Wealth Management LLC
DECREASED
Shares1,286 from 1,306
Change-20 (-2%)
Value$1.0M (-$348.7K)
Filed 2026-10-14
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$1.0M (-$326.3K)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-26
Investment Advisory Services Inc
DECREASED
Shares1,271 from 1,283
Change-12 (-1%)
Value$1.0M (-$335.9K)
Filed 2026-10-27
Alpha Family Trust
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$1.4M ($0)
Filed 2026-11-04
Bay Capital Advisors, LLC
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$1.0M (-$321.7K)
Filed 2026-10-16
Stableford Capital II LLC
INCREASED
Shares1,264 from 973
Change+291 (+30%)
Value$1.0M (-$11.3K)
Filed 2026-10-09
Park Edge Advisors, LLC
DECREASED
Shares1,263 from 1,390
Change-127 (-9%)
Value$1.0M (-$456.2K)
Filed 2026-10-28
Fiduciary Financial Group, LLC
INCREASED
Shares1,261 from 1,224
Change+37 (+3%)
Value$1.0M (-$281.0K)
Filed 2026-10-13
Orrstown Financial Services Inc
DECREASED
Shares1,260 from 1,280
Change-20 (-2%)
Value$1.0M (-$341.5K)
Filed 2026-10-14
Warwick Investment Management, Inc.
DECREASED
Shares1,259 from 1,323
Change-64 (-5%)
Value$1.0M (-$388.1K)
Filed 2026-10-19
QTR Family Wealth, LLC
INCREASED
Shares1,257 from 1,157
Change+100 (+9%)
Value$1.0M (-$213.4K)
Filed 2026-11-02
Well Done, LLC
DECREASED
Shares1,252 from 2,054
Change-802 (-39%)
Value$1.0M (-$1.2M)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares1,250 from 1,252
Change-2 (0%)
Value$1.0M (-$319.8K)
Filed 2026-10-27
Evanson Financial, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$1.0M (-$317.6K)
Filed 2026-10-23
Hardin Capital Partners, LLC
DECREASED
Shares1,248 from 1,275
Change-27 (-2%)
Value$1.0M (-$354.0K)
Filed 2026-10-09
Curated Wealth Partners LLC
INCREASED
Shares1,246 from 436
Change+810 (+186%)
Value$1.0M (+$545.9K)
Filed 2026-10-15
Providence First Trust Co
DECREASED
Shares1,243 from 1,923
Change-680 (-35%)
Value$1.0M (-$1.0M)
Filed 2026-11-02
May Hill Capital, LLC
INCREASED
Shares1,240 from 1,041
Change+199 (+19%)
Value$1.0M (-$103.2K)
Filed 2026-11-03
Smithbridge Asset Management Inc
INCREASED
Shares1,238 from 938
Change+300 (+32%)
Value$1.0M (+$5.0K)
Filed 2026-10-19
Monarch Capital Management Inc
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$1.0M (-$314.3K)
Filed 2026-10-19
YHB Investment Advisors, Inc.
DECREASED
Shares1,236 from 1,249
Change-13 (-1%)
Value$1.0M (-$327.9K)
Filed 2026-10-08
Mengis Capital Management, Inc.
DECREASED
Shares1,236 from 1,241
Change-5 (0%)
Value$1.0M (-$319.4K)
Filed 2026-10-13
MFA Wealth Services
DECREASED
Shares1,225 from 1,231
Change-6 (0%)
Value$993.4K (-$318.0K)
Filed 2026-10-14
Transcendent Capital Group LLC
DECREASED
Shares1,223 from 1,447
Change-224 (-15%)
Value$991.6K (-$549.3K)
Filed 2026-10-28
Crusonia Wealth Advisors LLC
INCREASED
Shares1,219 from 1,046
Change+173 (+17%)
Value$988.4K (-$125.8K)
Filed 2026-10-26
Hamilton Capital, LLC
INCREASED
Shares1,218 from 1,212
Change+6 (+1%)
Value$987.6K (-$303.1K)
Filed 2026-10-08
Smith Shellnut Wilson LLC
UNCHANGED
Shares1,206 from 1,206
Change0 (0%)
Value$977.8K (-$306.5K)
Filed 2026-10-21
Sunbeam Capital Management, LLC
DECREASED
Shares1,199 from 1,272
Change-73 (-6%)
Value$972.1K (-$382.7K)
Filed 2026-11-05
Cornerstone Enterprises, LLC
INCREASED
Shares1,198 from 361
Change+837 (+232%)
Value$971.3K (+$586.9K)
Filed 2026-10-15
First Growth Capital LLC
DECREASED
Shares1,196 from 1,271
Change-75 (-6%)
Value$969.7K (-$383.8K)
Filed 2026-10-15
Maple Capital Management, Inc.
DECREASED
Shares1,194 from 1,206
Change-12 (-1%)
Value$968.3K (-$316.2K)
Filed 2026-11-02
Next Level Private LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$964.8K (-$302.4K)
Filed 2026-10-20
Eagle Wealth Strategies LLC
INCREASED
Shares1,189 from 1,175
Change+14 (+1%)
Value$964.0K (-$287.1K)
Filed 2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,184 from 1,017
Change+167 (+16%)
Value$960.0K (-$123.0K)
Filed 2026-10-27
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares1,183 from 1,190
Change-7 (-1%)
Value$959.3K (-$307.7K)
Filed 2026-10-08
Bangor Savings Bank
DECREASED
Shares1,179 from 1,231
Change-52 (-4%)
Value$955.9K (-$355.0K)
Filed 2026-10-06
Aviso Wealth Management
INCREASED
Shares1,177 from 1,164
Change+13 (+1%)
Value$954.7K (-$285.3K)
Filed 2026-11-04
TFB Advisors LLC
DECREASED
Shares1,175 from 1,196
Change-21 (-2%)
Value$952.7K (-$320.9K)
Filed 2026-11-02
Adamsbrown Wealth Consultants LLC
INCREASED
Shares1,174 from 1,173
Change+1 (+0%)
Value$951.6K (-$297.3K)
Filed 2026-10-20
Strategy Asset Managers LLC
INCREASED
Shares1,172 from 246
Change+926 (+376%)
Value$950.6K (+$688.2K)
Filed 2026-10-14
Community Financial Services Group, LLC
INCREASED
Shares1,171 from 1,146
Change+25 (+2%)
Value$967.7K (-$168.5K)
Filed 2026-10-15
AUA Capital Management, LLC
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$948.6K (-$297.3K)
Filed 2026-10-15
Legacy Financial Group, Inc.
INCREASED
Shares1,167 from 1,070
Change+97 (+9%)
Value$946.1K (-$193.2K)
Filed 2026-10-21
American State Bank (Iowa)
DECREASED
Shares1,164 from 1,175
Change-11 (-1%)
Value$943.8K (-$307.5K)
Filed 2026-11-03
Lazari Capital Management, Inc.
DECREASED
Shares1,163 from 1,164
Change-1 (0%)
Value$942.9K (-$296.6K)
Filed 2026-10-20
Cookson Peirce & Co Inc
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$940.4K (-$294.4K)
Filed 2026-10-30
Baker Boyer National Bank
DECREASED
Shares1,157 from 1,158
Change-1 (0%)
Value$938.1K (-$295.1K)
Filed 2026-11-05
Central Pacific Bank - Trust Division
DECREASED
Shares1,156 from 3,621
Change-2,465 (-68%)
Value$937.3K (-$2.9M)
Filed 2026-10-06
Fingerlakes Wealth Management, Inc.
INCREASED
Shares1,155 from 1,151
Change+4 (+0%)
Value$936.1K (-$290.0K)
Filed 2026-11-04
Gunderson Capital Management LLC
NEW
Shares1,154
Change+1,154
Value$935.7K
Filed 2026-10-15
Holland Advisory Services, Inc.
INCREASED
Shares1,154 from 865
Change+289 (+33%)
Value$935.7K (+$14.7K)
Filed 2026-10-26
Orange Investment Advisors, Inc.
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$935.7K (-$293.2K)
Filed 2026-10-23
waypoint wealth counsel
INCREASED
Shares1,152 from 856
Change+296 (+35%)
Value$933.8K (+$22.2K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares1,148 from 1,064
Change+84 (+8%)
Value$930.9K (-$202.2K)
Filed 2026-11-05
XY Planning Network, Inc.
INCREASED
Shares1,147 from 1,061
Change+86 (+8%)
Value$930.0K (-$199.9K)
Filed 2026-10-14
Dutch Asset Corp
INCREASED
Shares1,147 from 1,069
Change+78 (+7%)
Value$930.7K (-$207.8K)
Filed 2026-10-20
TBH Global Asset Management, LLC
INCREASED
Shares1,147 from 1,141
Change+6 (+1%)
Value$929.7K (-$285.1K)
Filed 2026-11-03
Marin Bay Wealth Advisors, LLC
INCREASED
Shares1,146 from 1,145
Change+1 (+0%)
Value$929.9K (-$289.9K)
Filed 2026-10-28
Home Federal Bank of Tennessee
INCREASED
Shares1,141 from 249
Change+892 (+358%)
Value$925.1K (+$660.0K)
Filed 2026-10-15
Seizert Capital Partners, LLC
DECREASED
Shares1,138 from 6,023
Change-4,885 (-81%)
Value$922.7K (-$5.5M)
Filed 2026-10-30
Vestia Personal Wealth Advisors
INCREASED
Shares1,138 from 1,083
Change+55 (+5%)
Value$922.9K (-$229.9K)
Filed 2026-10-20
DKM Wealth Management, Inc.
INCREASED
Shares1,136 from 576
Change+560 (+97%)
Value$920.8K (+$307.8K)
Filed 2026-10-09
BankPlus Wealth Management LLC
DECREASED
Shares1,134 from 1,138
Change-4 (0%)
Value$919.3K (-$292.7K)
Filed 2026-10-13
Grantvest Financial Group LLC
INCREASED
Shares1,130 from 648
Change+482 (+74%)
Value$916.2K (+$226.1K)
Filed 2026-10-21
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,129 from 1,089
Change+40 (+4%)
Value$915.3K (-$244.3K)
Filed 2026-11-02
Seven Hills Financial, LLC
NEW
Shares1,127
Change+1,127
Value$913.6K
Filed 2026-10-13
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares1,126 from 1,126
Change0 (0%)
Value$913.3K (-$285.7K)
Filed 2026-10-09
Monte Financial Group, LLC
UNCHANGED
Shares1,124 from 1,124
Change0 (0%)
Value$911.3K (-$4.5K)
Filed 2026-11-02
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares1,124 from 1,124
Change0 (0%)
Value$911.3K (-$285.5K)
Filed 2026-10-28
Smith Thornton Advisors LLC
INCREASED
Shares1,123 from 1,080
Change+43 (+4%)
Value$910.5K (-$95.5K)
Filed 2026-10-16
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares1,122 from 1,122
Change0 (0%)
Value$909.7K (-$285.1K)
Filed 2026-10-09
Lakewood Asset Management LLC
INCREASED
Shares1,120 from 1,119
Change+1 (+0%)
Value$908.4K (-$283.6K)
Filed 2026-10-26
Towne Trust Company, N.a
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$908.1K (-$284.6K)
Filed 2026-10-28
Spring Capital Management, LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$908.1K (-$284.6K)
Filed 2026-10-09
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares1,119 from 1,119
Change0 (0%)
Value$907.3K (-$284.3K)
Filed 2026-10-28
D'Orazio & Associates, Inc.
INCREASED
Shares1,118 from 1,076
Change+42 (+4%)
Value$906.1K (-$239.2K)
Filed 2026-11-04
Verum Partners LLC
DECREASED
Shares1,118 from 1,130
Change-12 (-1%)
Value$906.2K (-$296.7K)
Filed 2026-10-21
Boston Trust Walden Corp
INCREASED
Shares1,113 from 1,086
Change+27 (+2%)
Value$902.4K (-$254.1K)
Filed 2026-10-30
Chicago Trust Co NA
DECREASED
Shares1,109 from 1,116
Change-7 (-1%)
Value$899.2K (-$289.3K)
Filed 2026-10-28
Firestone Capital Management
UNCHANGED
Shares1,108 from 1,108
Change0 (0%)
Value$898.4K (-$281.4K)
Filed 2026-11-03
Five Oceans Advisors
DECREASED
Shares1,103 from 1,174
Change-71 (-6%)
Value$894.3K (-$355.9K)
Filed 2026-10-22
Banque Pictet & CIE SA
INCREASED
Shares1,100 from 400
Change+700 (+175%)
Value$891.9K (+$465.9K)
Filed 2026-10-16
Beacon Financial Group
INCREASED
Shares1,097 from 991
Change+106 (+11%)
Value$889.8K (-$165.9K)
Filed 2026-10-19
West Wealth Group, LLC
INCREASED
Shares1,097 from 1,070
Change+27 (+3%)
Value$889.8K (-$250.0K)
Filed 2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$888.6K (-$278.5K)
Filed 2026-10-15
Pathway Wealth Management LLC
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$887.8K (-$278.3K)
Filed 2026-10-19
State of Wyoming
INCREASED
Shares1,094 from 131
Change+963 (+735%)
Value$887.0K (+$747.5K)
Filed 2026-10-28
Dmkc Advisory Services, LLC
INCREASED
Shares1,094 from 833
Change+261 (+31%)
Value$887.2K (+$79)
Filed 2026-11-04
Regatta Capital Group, LLC
INCREASED
Shares1,092 from 1,041
Change+51 (+5%)
Value$885.5K (-$222.9K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
INCREASED
Shares1,092 from 1,070
Change+22 (+2%)
Value$885.4K (-$254.1K)
Filed 2026-10-27
KG Capital Management
INCREASED
Shares1,088 from 1,040
Change+48 (+5%)
Value$882.1K (-$225.4K)
Filed 2026-10-15
Family Capital Management, Inc.
DECREASED
Shares1,087 from 1,105
Change-18 (-2%)
Value$881.7K (-$294.9K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares1,086
Change+1,086
Value$880.6K
Filed 2026-10-21
Landmark Wealth Management, LLC
DECREASED
Shares1,085 from 1,090
Change-5 (0%)
Value$879.8K (-$281.1K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares1,082 from 964
Change+118 (+12%)
Value$877.7K (-$148.6K)
Filed 2026-10-20
Congress Park Capital LLC
DECREASED
Shares1,080 from 1,215
Change-135 (-11%)
Value$875.7K (-$418.2K)
Filed 2026-10-13
Advisortrust Partners, LLC
INCREASED
Shares1,080 from 1,043
Change+37 (+4%)
Value$875.7K (-$235.0K)
Filed 2026-11-02
Kornitzer Capital Management Inc
DECREASED
Shares1,078 from 1,088
Change-10 (-1%)
Value$874.0K (-$284.6K)
Filed 2026-11-03
Greenwood Capital Associates LLC
INCREASED
Shares1,077 from 1,074
Change+3 (+0%)
Value$873.3K (-$270.4K)
Filed 2026-10-27
New England Research & Management, Inc.
NEW
Shares1,075
Change+1,075
Value$871.6K
Filed 2026-10-16
Peoples Bank
DECREASED
Shares1,068 from 1,348
Change-280 (-21%)
Value$865.9K (-$569.6K)
Filed 2026-10-09
Onyx Financial Advisors, LLC
INCREASED
Shares1,068 from 1,066
Change+2 (+0%)
Value$865.7K (-$269.1K)
Filed 2026-10-21
SkyOak Wealth, LLC
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$862.4K (-$270.3K)
Filed 2026-10-28
Intrua Financial, LLC
INCREASED
Shares1,061 from 1,046
Change+15 (+1%)
Value$860.2K (-$253.6K)
Filed 2026-10-28
Fortitude Family Office, LLC
INCREASED
Shares1,058 from 566
Change+492 (+87%)
Value$857.8K (+$255.1K)
Filed 2026-10-14
Balboa Wealth Partners
DECREASED
Shares1,057 from 1,414
Change-357 (-25%)
Value$857.0K (-$648.7K)
Filed 2026-10-20
Symmetry Partners, LLC
DECREASED
Shares1,056 from 1,199
Change-143 (-12%)
Value$856.3K (-$420.0K)
Filed 2026-10-27
Miller Wealth Advisors, LLC
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$856.2K (-$268.3K)
Filed 2026-11-02
North Berkeley Wealth Management, LLC
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$855.4K (-$268.1K)
Filed 2026-11-02
Vista Investment Partners II, LLC
INCREASED
Shares1,052 from 1,032
Change+20 (+2%)
Value$852.6K (-$246.1K)
Filed 2026-10-15
Financial Council, LLC
INCREASED
Shares1,050 from 850
Change+200 (+24%)
Value$851.3K (-$53.8K)
Filed 2026-11-02
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$851.3K (-$266.8K)
Filed 2026-10-13
Gradient Capital Advisors, LLC
DECREASED
Shares1,040 from 1,044
Change-4 (0%)
Value$843.1K (-$268.5K)
Filed 2026-10-21
Bingham Private Wealth, LLC
INCREASED
Shares1,037 from 1,012
Change+25 (+2%)
Value$840.9K (-$236.9K)
Filed 2026-11-05
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares1,036 from 1,035
Change+1 (+0%)
Value$840.0K (-$263.0K)
Filed 2026-11-04
ADE, LLC
UNCHANGED
Shares1,029 from 1,029
Change0 (0%)
Value$834.4K (-$261.5K)
Filed 2026-10-29
Embree Financial Group
UNCHANGED
Shares1,029 from 1,029
Change0 (0%)
Value$834.5K (-$260.8K)
Filed 2026-10-22
Kelleher Financial Advisors
DECREASED
Shares1,028 from 2,036
Change-1,008 (-50%)
Value$833.1K (-$1.3M)
Filed 2026-10-30
Narus Financial Partners, LLC
DECREASED
Shares1,028 from 1,031
Change-3 (0%)
Value$833.5K (-$264.4K)
Filed 2026-10-19
Parkway Wealth Management Group, LLC
DECREASED
Shares1,025 from 1,039
Change-14 (-1%)
Value$830.8K (-$275.2K)
Filed 2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$831.1K (-$260.5K)
Filed 2026-10-28
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares1,024 from 1,133
Change-109 (-10%)
Value$830.2K (-$376.3K)
Filed 2026-10-28
Lynx Investment Advisory
INCREASED
Shares1,024 from 972
Change+52 (+5%)
Value$830.0K (-$205.3K)
Filed 2026-10-27
Gilman Hill Asset Management, LLC
DECREASED
Shares1,024 from 1,035
Change-11 (-1%)
Value$830.2K (-$271.9K)
Filed 2026-10-13
Uptick Partners, LLC
INCREASED
Shares1,020 from 966
Change+54 (+6%)
Value$826.8K (-$202.0K)
Filed 2026-11-04
Private Wealth Partners, LLC
INCREASED
Shares1,018 from 1,007
Change+11 (+1%)
Value$825.4K (-$247.0K)
Filed 2026-10-22
Texas Bank & Trust Co
INCREASED
Shares1,017 from 989
Change+28 (+3%)
Value$824.6K (-$228.6K)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
DECREASED
Shares1,017 from 1,028
Change-11 (-1%)
Value$824.9K (-$270.2K)
Filed 2026-10-30
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$824.6K (-$258.4K)
Filed 2026-10-09
Arbor Investment Advisors, LLC
UNCHANGED
Shares1,013 from 1,013
Change0 (0%)
Value$821.3K (-$257.4K)
Filed 2026-10-26
CWS Financial Advisors, LLC
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$818.1K (-$256.4K)
Filed 2026-10-16
Wedgewood Investors Inc
INCREASED
Shares1,008 from 948
Change+60 (+6%)
Value$817.3K (-$192.2K)
Filed 2026-10-28
Investment Research Partners LLC
INCREASED
Shares1,004 from 822
Change+182 (+22%)
Value$813.6K (-$61.2K)
Filed 2026-10-19
Slocum, Gordon & Co LLP
DECREASED
Shares1,003 from 1,503
Change-500 (-33%)
Value$813.2K (-$787.3K)
Filed 2026-10-19
Kaizen Financial Strategies
DECREASED
Shares1,003 from 1,103
Change-100 (-9%)
Value$813.5K (-$280.4K)
Filed 2026-10-09
Meridian Financial Partners LLC
INCREASED
Shares1,003 from 997
Change+6 (+1%)
Value$737.6K (-$174.4K)
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$833.1K (-$234.4K)
Filed 2026-11-02
CJM Wealth Advisers, Ltd.
DECREASED
Shares1,001 from 1,071
Change-70 (-7%)
Value$811.9K (-$328.6K)
Filed 2026-10-27
First Hawaiian Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$810.8K (-$254.1K)
Filed 2026-10-14
Davidson Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$810.8K (-$254.1K)
Filed 2026-10-09
Alamar Capital Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$810.8K (-$254.1K)
Filed 2026-11-02
Prodigy Asset Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$810.8K (-$254.1K)
Filed 2026-10-28
Worth Asset Management, LLC
DECREASED
Shares999 from 1,367
Change-368 (-27%)
Value$810.0K (-$645.7K)
Filed 2026-10-07
Bender Robert & Associates
INCREASED
Shares998 from 916
Change+82 (+9%)
Value$809.2K (-$166.3K)
Filed 2026-10-21
Ring Mountain Capital, LLC
INCREASED
Shares997 from 949
Change+48 (+5%)
Value$808.4K (-$202.2K)
Filed 2026-10-13
Aspire Private Capital, LLC
INCREASED
Shares996 from 286
Change+710 (+248%)
Value$808.0K (+$502.9K)
Filed 2026-11-05
LJI Wealth Management, LLC
DECREASED
Shares992 from 1,090
Change-98 (-9%)
Value$804.3K (-$356.6K)
Filed 2026-10-28
Dala Group, LLC
INCREASED
Shares991 from 967
Change+24 (+2%)
Value$803.5K (-$226.2K)
Filed 2026-10-29
Convergence Financial, LLC
DECREASED
Shares988 from 1,921
Change-933 (-49%)
Value$801.4K (-$1.2M)
Filed 2026-10-27
LifePlan Financial, LLC
DECREASED
Shares988 from 1,906
Change-918 (-48%)
Value$786.6K (-$1.2M)
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
DECREASED
Shares986 from 1,010
Change-24 (-2%)
Value$799.4K (-$276.1K)
Filed 2026-10-05
CFC Planning Co LLC
DECREASED
Shares985 from 994
Change-9 (-1%)
Value$798.6K (-$259.9K)
Filed 2026-10-28
Wealth Management Nebraska
INCREASED
Shares984 from 978
Change+6 (+1%)
Value$798.0K (-$243.7K)
Filed 2026-10-26
Shrier Wealth Management, LLC
INCREASED
Shares984 from 982
Change+2 (+0%)
Value$797.4K (-$248.8K)
Filed 2026-10-20
First Financial Corp
DECREASED
Shares982 from 987
Change-5 (-1%)
Value$796.2K (-$254.9K)
Filed 2026-10-13
Arsenal Capital Advisors LLC
INCREASED
Shares981 from 944
Change+37 (+4%)
Value$795.4K (-$209.9K)
Filed 2026-11-02
Central Valley Advisors, LLC
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$792.1K (-$248.3K)
Filed 2026-10-27
Glass Wealth Management Co LLC
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$792.0K (-$248.2K)
Filed 2026-10-28
FAI Advisors, Inc.
INCREASED
Shares973 from 900
Change+73 (+8%)
Value$788.9K (-$169.5K)
Filed 2026-10-27
Syntegra Private Wealth Group, LLC
DECREASED
Shares971 from 973
Change-2 (0%)
Value$787.6K (-$249.0K)
Filed 2026-10-13
KFA Private Wealth Group, LLC
DECREASED
Shares965 from 1,032
Change-67 (-6%)
Value$782.6K (-$317.2K)
Filed 2026-10-07
Southland Equity Partners LLC
DECREASED
Shares963 from 1,068
Change-105 (-10%)
Value$780.7K (-$356.2K)
Filed 2026-10-14
Hengehold Capital Management LLC
DECREASED
Shares963 from 1,018
Change-55 (-5%)
Value$781.2K (-$303.1K)
Filed 2026-10-16
Braun-Bostich & Associates Inc.
DECREASED
Shares961 from 971
Change-10 (-1%)
Value$779.2K (-$254.8K)
Filed 2026-10-20
Meredith Wealth Planning
INCREASED
Shares959 from 958
Change+1 (+0%)
Value$777.6K (-$242.6K)
Filed 2026-10-14
Manchester Capital Management LLC
DECREASED
Shares957 from 1,021
Change-64 (-6%)
Value$775.9K (-$311.3K)
Filed 2026-10-22
Nautilus Advisors LLC
INCREASED
Shares957 from 928
Change+29 (+3%)
Value$776.1K (-$107.9K)
Filed 2026-10-07
Syverson Strege & Co
INCREASED
Shares950 from 932
Change+18 (+2%)
Value$770.3K (-$222.2K)
Filed 2026-11-02
Verity Asset Management, Inc.
DECREASED
Shares949 from 1,027
Change-78 (-8%)
Value$769.6K (-$323.9K)
Filed 2026-10-30
James J. Burns & Company, LLC
INCREASED
Shares949 from 932
Change+17 (+2%)
Value$769.9K (-$222.9K)
Filed 2026-10-22
Blue Capital, Inc.
INCREASED
Shares948 from 900
Change+48 (+5%)
Value$768.5K (-$189.9K)
Filed 2026-10-13
Sage Mountain Advisors LLC
DECREASED
Shares947 from 1,151
Change-204 (-18%)
Value$767.4K (-$457.8K)
Filed 2026-11-02
Tenet Wealth Partners, LLC
INCREASED
Shares946 from 942
Change+4 (+0%)
Value$767.0K (-$55.6K)
Filed 2026-10-19
Inspirion Wealth Advisors, LLC
INCREASED
Shares946 from 944
Change+2 (+0%)
Value$766.6K (-$169.6K)
Filed 2026-10-09
Lodestar Private Asset Management LLC
DECREASED
Shares943 from 958
Change-15 (-2%)
Value$764.6K (-$255.6K)
Filed 2026-10-26
Buckhead Capital Management LLC
DECREASED
Shares940 from 1,059
Change-119 (-11%)
Value$762.1K (-$365.6K)
Filed 2026-11-03
LeConte Wealth Management, LLC
INCREASED
Shares939 from 808
Change+131 (+16%)
Value$761.0K (-$98.9K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED
Shares938 from 859
Change+79 (+9%)
Value$760.6K (-$154.4K)
Filed 2026-11-02
Mayfair Advisory Group, LLC
UNCHANGED
Shares938 from 938
Change0 (0%)
Value$760.6K (-$72.9K)
Filed 2026-10-20
RW Investment Management LLC
DECREASED
Shares935 from 978
Change-43 (-4%)
Value$757.7K (-$283.3K)
Filed 2026-11-03
Raleigh Capital Management Inc.
DECREASED
Shares932 from 979
Change-47 (-5%)
Value$755.3K (-$286.9K)
Filed 2026-10-28
One Way Holdings LLC
INCREASED
Shares928 from 894
Change+34 (+4%)
Value$752.4K (-$199.6K)
Filed 2026-10-29
Barlow Wealth Partners, LLC
INCREASED
Shares925 from 836
Change+89 (+11%)
Value$798.7K (+$6.1K)
Filed 2026-10-15
Key Client Fiduciary Advisors, LLC
DECREASED
Shares925 from 928
Change-3 (0%)
Value$750.3K (-$237.8K)
Filed 2026-10-19
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$750.0K (-$235.1K)
Filed 2026-10-19
Rational Advisors, Inc.
INCREASED
Shares924 from 908
Change+16 (+2%)
Value$749.2K (-$217.8K)
Filed 2026-11-02
Anchor Capital Advisors LLC
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$747.5K (-$234.3K)
Filed 2026-11-05
Abacus Wealth Partners, LLC
INCREASED
Shares921 from 919
Change+2 (+0%)
Value$746.7K (-$231.9K)
Filed 2026-11-03
BXM Wealth LLC
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$745.1K (-$233.5K)
Filed 2026-11-03
Essex LLC
NEW
Shares918
Change+918
Value$744.3K
Filed 2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED
Shares912 from 858
Change+54 (+6%)
Value$739.7K (-$174.3K)
Filed 2026-10-15
Forza Wealth Management, LLC
INCREASED
Shares908 from 603
Change+305 (+51%)
Value$736.2K (+$94.1K)
Filed 2026-10-20
StoryOne LLC
INCREASED
Shares906 from 451
Change+455 (+101%)
Value$734.6K (+$254.3K)
Filed 2026-10-13
Mills Wealth Advisors LLC
NEW
Shares902
Change+902
Value$731.3K
Filed 2026-10-22
Asempa Wealth Advisors
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$743.7K (-$214.7K)
Filed 2026-10-07
Finivi Inc.
DECREASED
Shares895 from 1,085
Change-190 (-18%)
Value$725.4K (-$430.1K)
Filed 2026-10-13
Banyan Capital Management, Inc.
UNCHANGED
Shares895 from 895
Change0 (0%)
Value$725.7K (-$227.4K)
Filed 2026-11-05
Hoey Investments, Inc
INCREASED
Shares894 from 679
Change+215 (+32%)
Value$724.8K (+$1.8K)
Filed 2026-10-29
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares893 from 313
Change+580 (+185%)
Value$726.5K (+$392.9K)
Filed 2026-10-20
Old Second National Bank of Aurora
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$724.0K (-$226.9K)
Filed 2026-10-22
1834 Investment Advisors Co
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$724.0K (-$226.9K)
Filed 2026-10-16
American Institute for Advanced Investment Management, LLP
INCREASED
Shares891 from 869
Change+22 (+3%)
Value$722.4K (-$203.0K)
Filed 2026-11-03
Manchester Financial Inc
DECREASED
Shares889 from 913
Change-24 (-3%)
Value$721.1K (-$250.7K)
Filed 2026-10-15
Chemistry Wealth Management LLC
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$720.0K (-$225.6K)
Filed 2026-10-16
Taylor Securities Services, Inc.
INCREASED
Shares885 from 785
Change+100 (+13%)
Value$717.5K (-$118.4K)
Filed 2026-10-20
First United Bank & Trust
DECREASED
Shares884 from 893
Change-9 (-1%)
Value$716.7K (-$234.2K)
Filed 2026-10-22
Certified Advisory Corp
INCREASED
Shares883 from 882
Change+1 (+0%)
Value$715.5K (-$223.4K)
Filed 2026-10-29
Aspetuck Financial Management LLC
INCREASED
Shares882 from 817
Change+65 (+8%)
Value$715.1K (-$154.9K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
INCREASED
Shares881 from 850
Change+31 (+4%)
Value$714.4K (-$190.4K)
Filed 2026-10-16
Pekin Hardy Strauss, Inc.
DECREASED
Shares881 from 893
Change-12 (-1%)
Value$713.9K (-$237.2K)
Filed 2026-11-02
Peddock Capital Advisors, LLC
INCREASED
Shares877 from 854
Change+23 (+3%)
Value$711.4K (-$198.4K)
Filed 2026-10-16
United Community Bank
DECREASED
Shares876 from 884
Change-8 (-1%)
Value$710.3K (-$231.1K)
Filed 2026-10-28
Salomon & Ludwin, LLC
INCREASED
Shares875 from 874
Change+1 (+0%)
Value$709.5K (-$157.2K)
Filed 2026-10-29
Asio Capital, LLC
INCREASED
Shares874 from 477
Change+397 (+83%)
Value$708.6K (+$200.7K)
Filed 2026-10-19
Willow Creek Capital Management, Inc.
UNCHANGED
Shares874 from 874
Change0 (0%)
Value$930.7K ($0)
Filed 2026-10-16
Riversedge Advisors, LLC
INCREASED
Shares873 from 390
Change+483 (+124%)
Value$707.8K (+$292.5K)
Filed 2026-10-09
MW Advisory, LLC
INCREASED
Shares872 from 719
Change+153 (+21%)
Value$707.0K (-$58.7K)
Filed 2026-10-19
RHL Group, LLC
INCREASED
Shares872 from 836
Change+36 (+4%)
Value$706.9K (-$183.5K)
Filed 2026-11-04
Towerpoint Wealth, LLC
UNCHANGED
Shares872 from 872
Change0 (0%)
Value$707.2K (-$221.4K)
Filed 2026-10-13
Goldstein Advisors, LLC
DECREASED
Shares871 from 1,001
Change-130 (-13%)
Value$706.2K (-$359.8K)
Filed 2026-10-15
IFS Advisors, LLC
INCREASED
Shares870 from 53
Change+817 (+1542%)
Value$705.9K (+$648.8K)
Filed 2026-10-14
Clientfirst Wealth Management, LLC
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$704.6K (-$220.8K)
Filed 2026-11-04
First Bank & Trust
INCREASED
Shares867 from 849
Change+18 (+2%)
Value$703.0K (-$201.1K)
Filed 2026-10-19
True Wealth Design, LLC
DECREASED
Shares866 from 980
Change-114 (-12%)
Value$701.9K (-$342.2K)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares861 from 669
Change+192 (+29%)
Value$697.7K (-$14.2K)
Filed 2026-10-15
LifeGoal Investments, LLC
INCREASED
Shares858 from 642
Change+216 (+34%)
Value$695.7K (+$12.0K)
Filed 2026-10-09
Petros Family Wealth, LLC
INCREASED
Shares855 from 771
Change+84 (+11%)
Value$693.2K (-$127.8K)
Filed 2026-10-28
Abner Herrman & Brock LLC
INCREASED
Shares854 from 402
Change+452 (+112%)
Value$692.0K (+$264.0K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
INCREASED
Shares854 from 842
Change+12 (+1%)
Value$692.7K (-$204.0K)
Filed 2026-10-16
Legacy Wealth Management, LLC / MS
INCREASED
Shares853 from 843
Change+10 (+1%)
Value$691.6K (-$206.1K)
Filed 2026-10-30
Eclectic Associates Inc
DECREASED
Shares849 from 872
Change-23 (-3%)
Value$688.3K (-$240.2K)
Filed 2026-10-09
Phoenix Wealth Advisors
DECREASED
Shares844 from 867
Change-23 (-3%)
Value$684.3K (-$239.0K)
Filed 2026-11-03
Shelton Wealth Management, LLC
INCREASED
Shares843 from 298
Change+545 (+183%)
Value$683.5K (+$366.5K)
Filed 2026-10-16
ICW Investment Advisors LLC
INCREASED
Shares843 from 842
Change+1 (+0%)
Value$684.3K (-$212.9K)
Filed 2026-10-27
Core Wealth Partners LLC
INCREASED
Shares841 from 738
Change+103 (+14%)
Value$681.9K (-$104.0K)
Filed 2026-11-02
Revolve Wealth Partners, LLC
INCREASED
Shares841 from 806
Change+35 (+4%)
Value$682.2K (-$176.5K)
Filed 2026-10-23
MBE Wealth Management, LLC
INCREASED
Shares837 from 768
Change+69 (+9%)
Value$678.7K (-$139.0K)
Filed 2026-10-26
Mascagni Wealth Management, Inc.
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$677.9K (-$212.1K)
Filed 2026-10-23
Axim Planning & Wealth
DECREASED
Shares835 from 860
Change-25 (-3%)
Value$677.1K (-$238.8K)
Filed 2026-10-28
Rockingstone Advisors LLC
DECREASED
Shares834 from 929
Change-95 (-10%)
Value$676.2K (-$313.1K)
Filed 2026-10-16
Van Cleef Asset Management,Inc
DECREASED
Shares833 from 1,033
Change-200 (-19%)
Value$675.4K (-$424.7K)
Filed 2026-10-20
Spectrum Financial Alliance Ltd LLC
NEW
Shares831
Change+831
Value$673.8K
Filed 2026-10-29
Myriad Asset Management US LP
INCREASED
Shares830 from 806
Change+24 (+3%)
Value$673.0K (-$185.0K)
Filed 2026-11-03
Retiremitten Financial LLC
DECREASED
Shares829 from 834
Change-5 (-1%)
Value$591.3K (-$296.7K)
Filed 2026-11-05
Oliver Luxxe Assets LLC
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$667.3K (-$209.1K)
Filed 2026-10-14
M.E. Allison & Co., Inc.
UNCHANGED
Shares822 from 822
Change0 (0%)
Value$666.7K (-$208.5K)
Filed 2026-10-09
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares820 from 870
Change-50 (-6%)
Value$664.8K (-$261.6K)
Filed 2026-10-19
AMG Asset Management Group, Inc.
INCREASED
Shares819 from 535
Change+284 (+53%)
Value$664.1K (+$94.3K)
Filed 2026-10-21
Acumen Wealth Advisors, LLC
INCREASED
Shares819 from 805
Change+14 (+2%)
Value$664.0K (-$193.2K)
Filed 2026-11-05
GW Henssler & Associates LTD
DECREASED
Shares819 from 820
Change-1 (0%)
Value$664.0K (-$209.2K)
Filed 2026-10-26
Prota Financial, LLC
DECREASED
Shares818 from 822
Change-4 (0%)
Value$676.0K (-$139.0K)
Filed 2026-10-08
E6 Portfolios, LLC
INCREASED
Shares816 from 620
Change+196 (+32%)
Value$661.8K (+$2.1K)
Filed 2026-10-26
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares816 from 811
Change+5 (+1%)
Value$661.6K (-$202.0K)
Filed 2026-10-16
Compass Financial Group, Inc
INCREASED
Shares816 from 815
Change+1 (+0%)
Value$661.9K (-$206.5K)
Filed 2026-10-13
Washington Trust Bank
INCREASED
Shares814 from 647
Change+167 (+26%)
Value$660.0K (-$29.0K)
Filed 2026-11-03
Tcfg Investment Advisors, LLC
INCREASED
Shares811 from 798
Change+13 (+2%)
Value$657.7K (-$192.0K)
Filed 2026-10-20
Vigilare Wealth Management
DECREASED
Shares811 from 821
Change-10 (-1%)
Value$657.6K (-$217.1K)
Filed 2026-10-29
Elser Financial Planning, Inc
INCREASED
Shares807 from 798
Change+9 (+1%)
Value$654.3K (-$195.5K)
Filed 2026-10-16
Red Mountain Financial, LLC
DECREASED
Shares806 from 811
Change-5 (-1%)
Value$653.3K (-$210.4K)
Filed 2026-11-03
Peterson Wealth Advisors, LLC
DECREASED
Shares805 from 922
Change-117 (-13%)
Value$652.6K (-$329.4K)
Filed 2026-10-08
Heritage Family Offices, LLP
INCREASED
Shares803 from 724
Change+79 (+11%)
Value$651.1K (-$119.9K)
Filed 2026-11-02
DecisionMap Wealth Management, LLC
INCREASED
Shares803 from 785
Change+18 (+2%)
Value$650.8K (-$184.8K)
Filed 2026-10-29
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares802 from 829
Change-27 (-3%)
Value$650.0K (-$233.3K)
Filed 2026-10-20
MMA Asset Management LLC
INCREASED
Shares801 from 795
Change+6 (+1%)
Value$649.4K (-$197.2K)
Filed 2026-11-02
Alpha Wealth Funds, LLC
NEW
Shares800
Change+800
Value$648.6K
Filed 2026-11-05
Center for Financial Planning, Inc.
INCREASED
Shares800 from 351
Change+449 (+128%)
Value$648.6K (+$274.9K)
Filed 2026-10-26
Mount Vernon Associates Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$649.0K (-$203.0K)
Filed 2026-10-26
TCP Asset Management, LLC
DECREASED
Shares796 from 829
Change-33 (-4%)
Value$673.0K (-$209.8K)
Filed 2026-10-14
Targeted Financial Services LLC
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$644.6K (-$202.0K)
Filed 2026-10-19
DeDora Capital, Inc.
DECREASED
Shares793 from 919
Change-126 (-14%)
Value$642.8K (-$335.6K)
Filed 2026-10-26
Financial Security Advisor, Inc.
INCREASED
Shares792 from 581
Change+211 (+36%)
Value$641.8K (+$23.4K)
Filed 2026-11-03
EdgeRock Capital LLC
INCREASED
Shares791 from 763
Change+28 (+4%)
Value$641.1K (-$171.1K)
Filed 2026-11-03
Westco Advisory Services Inc
INCREASED
Shares790 from 655
Change+135 (+21%)
Value$640.5K (-$57.0K)
Filed 2026-10-14
Trek Financial, LLC
DECREASED
Shares786 from 10,127
Change-9,341 (-92%)
Value$637.5K (-$10.1M)
Filed 2026-10-29
Reap Financial Group, LLC
INCREASED
Shares785 from 675
Change+110 (+16%)
Value$636.4K (-$82.0K)
Filed 2026-11-02
Costello Asset Management, Inc
DECREASED
Shares782 from 812
Change-30 (-4%)
Value$634.0K (-$230.7K)
Filed 2026-10-30
Rebalance, LLC
INCREASED
Shares782 from 781
Change+1 (+0%)
Value$634.0K (-$197.6K)
Filed 2026-10-22
Altus Wealth Group LLC
INCREASED
Shares781 from 735
Change+46 (+6%)
Value$633.5K (-$149.4K)
Filed 2026-10-20
Donalies Financial Planning, LLC
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$633.0K (-$198.2K)
Filed 2026-10-19
Community Trust & Investment Co
DECREASED
Shares780 from 884
Change-104 (-12%)
Value$632.4K (-$309.0K)
Filed 2026-10-15
Smart Wealth LLC
INCREASED
Shares780 from 739
Change+41 (+6%)
Value$632.2K (-$154.3K)
Filed 2026-11-04
Atala Financial Inc
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$630.8K (-$197.7K)
Filed 2026-10-22
MPS Loria Financial Planners, LLC
INCREASED
Shares777 from 776
Change+1 (+0%)
Value$630.1K (-$195.9K)
Filed 2026-10-14
JSF Financial, LLC
INCREASED
Shares774 from 738
Change+36 (+5%)
Value$628.0K (-$157.5K)
Filed 2026-10-22
J. Derek Lewis & Associates Inc.
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$627.1K (-$196.4K)
Filed 2026-11-03
Bond & Devick Financial Network, Inc.
INCREASED
Shares772 from 517
Change+255 (+49%)
Value$626.3K (+$75.4K)
Filed 2026-10-23
Rydar Equities, Inc.
INCREASED
Shares768 from 733
Change+35 (+5%)
Value$624.9K (-$27.4K)
Filed 2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares765 from 832
Change-67 (-8%)
Value$620.1K (-$265.5K)
Filed 2026-10-15
Foguth Wealth Management, Llc.
DECREASED
Shares764 from 769
Change-5 (-1%)
Value$558.2K (-$106.2K)
Filed 2026-10-19
Bright Financial Advisors, Inc.
INCREASED
Shares764 from 763
Change+1 (+0%)
Value$619.2K (-$194.1K)
Filed 2026-10-23
AXS Investments LLC
INCREASED
Shares762 from 699
Change+63 (+9%)
Value$617.8K (-$126.5K)
Filed 2026-11-04
Canvas Wealth Advisors, LLC
DECREASED
Shares761 from 790
Change-29 (-4%)
Value$492.7K (-$348.6K)
Filed 2026-11-02
Human Investing LLC
INCREASED
Shares760 from 676
Change+84 (+12%)
Value$616.5K (-$103.8K)
Filed 2026-10-19
Pacific Center for Financial Services
INCREASED
Shares760 from 759
Change+1 (+0%)
Value$616.3K (-$191.8K)
Filed 2026-10-15
Fjell Capital, LLC
INCREASED
Shares754 from 641
Change+113 (+18%)
Value$611.4K (-$71.2K)
Filed 2026-10-13
Jacobsen Capital Management
DECREASED
Shares753 from 791
Change-38 (-5%)
Value$610.5K (-$231.8K)
Filed 2026-10-27
General Partner, Inc.
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$609.7K (-$191.1K)
Filed 2026-10-05
Antonelli Financial Advisors, LLC
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$610.0K (-$191.0K)
Filed 2026-10-13
Vision Capital Management, Inc.
DECREASED
Shares751 from 973
Change-222 (-23%)
Value$608.9K (-$427.2K)
Filed 2026-10-20
Hurlow Wealth Management Group, Inc.
DECREASED
Shares750 from 751
Change-1 (0%)
Value$608.1K (-$191.6K)
Filed 2026-10-29
StoneRidge PMG Advisors, LLC
NEW
Shares747
Change+747
Value$606.0K
Filed 2026-11-04
Aviance Capital Partners, LLC
INCREASED
Shares747 from 679
Change+68 (+10%)
Value$605.5K (-$117.4K)
Filed 2026-10-29
Sound Financial Strategies Group, LLC
INCREASED
Shares745 from 541
Change+204 (+38%)
Value$604.0K (+$27.9K)
Filed 2026-10-30
JGP Wealth Management, LLC
INCREASED
Shares745 from 739
Change+6 (+1%)
Value$603.9K (-$183.5K)
Filed 2026-10-13
Eagle Wealth Advisors LLC
INCREASED
Shares744 from 702
Change+42 (+6%)
Value$603.2K (-$144.3K)
Filed 2026-10-20
Todd Wealth Management, LLC
DECREASED
Shares744 from 754
Change-10 (-1%)
Value$603.5K (-$199.2K)
Filed 2026-10-19
Founders Grove Wealth Partners, LLC
INCREASED
Shares743 from 730
Change+13 (+2%)
Value$602.4K (-$175.0K)
Filed 2026-10-16
Argentarii, LLC
DECREASED
Shares743 from 749
Change-6 (-1%)
Value$602.4K (-$29.3K)
Filed 2026-10-28
Advisory Solutions Group, LLC
NEW
Shares741
Change+741
Value$601.1K
Filed 2026-10-14
Archer Investment Corp
DECREASED
Shares741 from 750
Change-9 (-1%)
Value$600.5K (-$198.5K)
Filed 2026-11-05
Townsend & Associates, Inc
INCREASED
Shares739 from 734
Change+5 (+1%)
Value$540.3K (-$93.9K)
Filed 2026-10-23
TrueWealth Advisors, LLC
DECREASED
Shares738 from 740
Change-2 (0%)
Value$598.2K (-$190.3K)
Filed 2026-10-09
Crane Advisory, LLC
INCREASED
Shares738 from 737
Change+1 (+0%)
Value$625.6K (-$20.7K)
Filed 2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares736 from 480
Change+256 (+53%)
Value$597.2K (+$85.6K)
Filed 2026-10-09
Sunburst Financial Group, LLC
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$594.3K (-$186.3K)
Filed 2026-10-09
Ballew Advisors, Inc
INCREASED
Shares732 from 724
Change+8 (+1%)
Value$618.5K (-$79.0K)
Filed 2026-10-05
Southern Financial Group, LLC
INCREASED
Shares732 from 731
Change+1 (+0%)
Value$594.2K (-$185.2K)
Filed 2026-10-30
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$591.9K (-$185.5K)
Filed 2026-11-02
Randall & Associates Wealth Management
DECREASED
Shares729 from 756
Change-27 (-4%)
Value$591.1K (-$214.0K)
Filed 2026-10-20
Commerce Advisors, LLC
DECREASED
Shares729 from 752
Change-23 (-3%)
Value$590.8K (-$209.7K)
Filed 2026-10-19
Capstone Wealth Management Group, Inc.
DECREASED
Shares727 from 736
Change-9 (-1%)
Value$589.8K (-$194.4K)
Filed 2026-10-19
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares725 from 1,705
Change-980 (-57%)
Value$588.0K (-$1.2M)
Filed 2026-11-05
jvl associates llc
DECREASED
Shares724 from 741
Change-17 (-2%)
Value$587.0K (-$202.1K)
Filed 2026-10-09
South Shore Capital Advisors
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$585.4K (-$183.5K)
Filed 2026-10-20
Meadowbrook Wealth Management, LLC
DECREASED
Shares720 from 835
Change-115 (-14%)
Value$583.8K (-$244.1K)
Filed 2026-10-08
Haven Private, LLC
DECREASED
Shares715 from 903
Change-188 (-21%)
Value$579.7K (-$381.9K)
Filed 2026-10-27
Galvin, Gaustad & Stein, LLC
INCREASED
Shares715 from 659
Change+56 (+9%)
Value$580.3K (-$121.2K)
Filed 2026-10-08
Drum Hill Capital, LLC
DECREASED
Shares715 from 755
Change-40 (-5%)
Value$579.7K (-$224.3K)
Filed 2026-10-20
Mcdonald Partners LLC
INCREASED
Shares714 from 675
Change+39 (+6%)
Value$578.9K (-$139.9K)
Filed 2026-11-03
Valtinson Bruner Financial Planning LLC
INCREASED
Shares706 from 666
Change+40 (+6%)
Value$572.8K (-$136.8K)
Filed 2026-11-02
Gemmer Asset Management LLC
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$572.4K (-$179.4K)
Filed 2026-10-16
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares705 from 703
Change+2 (+0%)
Value$571.8K (-$177.1K)
Filed 2026-10-09
Wealth Intelligence, LLC
DECREASED
Shares704 from 726
Change-22 (-3%)
Value$570.8K (-$202.3K)
Filed 2026-10-16
Seamount Financial Group Inc
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$570.4K (-$178.5K)
Filed 2026-10-21
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares700
Change+700
Value$567.6K
Filed 2026-11-04
Eagle Capital Management, LLC
DECREASED
Shares700 from 730
Change-30 (-4%)
Value$568.0K (-$209.0K)
Filed 2026-10-19
TSA Wealth Managment LLC
INCREASED
Shares697 from 661
Change+36 (+5%)
Value$565.1K (-$138.8K)
Filed 2026-10-22
SilverOak Wealth Management LLC
DECREASED
Shares696 from 704
Change-8 (-1%)
Value$564.3K (-$185.4K)
Filed 2026-10-29
Sterling Investment Counsel, LLC
DECREASED
Shares696 from 701
Change-5 (-1%)
Value$564.0K (-$182.9K)
Filed 2026-10-19
Master's Wealth Management Inc.
DECREASED
Shares695 from 922
Change-227 (-25%)
Value$563.6K (-$417.8K)
Filed 2026-10-22
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares694 from 692
Change+2 (+0%)
Value$562.7K (-$175.1K)
Filed 2026-10-06
Aletheian Wealth Advisors LLC
INCREASED
Shares692 from 678
Change+14 (+2%)
Value$561.1K (-$160.9K)
Filed 2026-10-08
Generali Investments, Management Co LLC
DECREASED
Shares691 from 2,814
Change-2,123 (-75%)
Value$560.3K (-$2.4M)
Filed 2026-10-19
IPG Investment Advisors LLC
INCREASED
Shares689 from 556
Change+133 (+24%)
Value$558.6K (-$33.5K)
Filed 2026-10-30
Unique Wealth, LLC
INCREASED
Shares689 from 683
Change+6 (+1%)
Value$558.6K (-$168.7K)
Filed 2026-10-16
Global X Japan Co., Ltd.
DECREASED
Shares688 from 737
Change-49 (-7%)
Value$557.8K (-$227.0K)
Filed 2026-10-21
Granite FO LLC
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$555.4K (-$174.1K)
Filed 2026-10-14
Arlington Trust Co LLC
INCREASED
Shares684 from 552
Change+132 (+24%)
Value$554.6K (-$33.2K)
Filed 2026-10-20
MBA Advisors LLC
DECREASED
Shares683 from 686
Change-3 (0%)
Value$553.6K (-$176.7K)
Filed 2026-10-29
Clay Northam Wealth Management, LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$552.1K (-$173.0K)
Filed 2026-10-13
Cyr Financial Inc.
INCREASED
Shares677 from 663
Change+14 (+2%)
Value$548.9K (-$157.5K)
Filed 2026-10-16
Manske Wealth Management
DECREASED
Shares675 from 719
Change-44 (-6%)
Value$547.3K (-$218.4K)
Filed 2026-10-26
Penobscot Wealth Management
DECREASED
Shares675 from 681
Change-6 (-1%)
Value$547.6K (-$177.1K)
Filed 2026-10-21
Warren Street Wealth Advisors, LLC
INCREASED
Shares674 from 553
Change+121 (+22%)
Value$546.1K (-$43.3K)
Filed 2026-11-04
GEM Asset Management, LLC
INCREASED
Shares674 from 649
Change+25 (+4%)
Value$546.7K (-$144.6K)
Filed 2026-10-13
Quantum Financial Partners LLC
INCREASED
Shares673 from 569
Change+104 (+18%)
Value$545.7K (-$60.6K)
Filed 2026-10-19
Virtue Capital Management, LLC
INCREASED
Shares672 from 638
Change+34 (+5%)
Value$544.9K (-$134.5K)
Filed 2026-10-29
Altfest L J & Co Inc
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$544.2K (-$170.6K)
Filed 2026-10-27
Leverty Financial Group, LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$542.9K (-$170.1K)
Filed 2026-10-08
Paragon Private Wealth Management, LLC
DECREASED
Shares668 from 1,163
Change-495 (-43%)
Value$541.9K (-$697.6K)
Filed 2026-10-20
Verus Financial Partners, Inc.
INCREASED
Shares666 from 656
Change+10 (+2%)
Value$540.4K (-$158.7K)
Filed 2026-10-29
Dakota Community Bank & Trust NA
INCREASED
Shares664 from 557
Change+107 (+19%)
Value$538.4K (-$54.8K)
Filed 2026-10-09
RFG Holdings, Inc.
DECREASED
Shares664 from 665
Change-1 (0%)
Value$538.4K (-$169.8K)
Filed 2026-10-30
Freedom Financial Partners LLC
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$538.7K (-$168.6K)
Filed 2026-10-19
Orgel Wealth Management, LLC
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$537.6K (-$168.5K)
Filed 2026-10-14
Centerpoint Advisors, LLC
INCREASED
Shares661 from 215
Change+446 (+207%)
Value$536.0K (+$307.0K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares661 from 615
Change+46 (+7%)
Value$535.9K (-$119.0K)
Filed 2026-10-22
Capital City Trust Co
INCREASED
Shares660 from 609
Change+51 (+8%)
Value$535.1K (-$113.4K)
Filed 2026-10-22
Adkins Seale Capital Management LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$535.1K (-$167.7K)
Filed 2026-10-27
Jessup Wealth Management, Inc
DECREASED
Shares659 from 682
Change-23 (-3%)
Value$534.4K (-$191.8K)
Filed 2026-10-20
Colorado Capital Management, Inc.
INCREASED
Shares656 from 587
Change+69 (+12%)
Value$532.0K (-$93.0K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
INCREASED
Shares654 from 580
Change+74 (+13%)
Value$531.0K (-$86.9K)
Filed 2026-10-29
Joseph P. Lucia & Associates, LLC
INCREASED
Shares654 from 599
Change+55 (+9%)
Value$530.0K (-$107.4K)
Filed 2026-10-30
Cap Partners, LLC
INCREASED
Shares654 from 617
Change+37 (+6%)
Value$529.9K (-$127.0K)
Filed 2026-10-19
Financial Perspectives, Inc
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$525.4K (-$164.7K)
Filed 2026-11-03
Griffith & Werner, Inc.
DECREASED
Shares647 from 747
Change-100 (-13%)
Value$524.2K (-$271.8K)
Filed 2026-11-04
Wealthcare Capital Partners, LLC
INCREASED
Shares647 from 646
Change+1 (+0%)
Value$524.7K (-$163.5K)
Filed 2026-10-21
Cannon Financial Strategists, Inc.
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$523.0K (-$163.9K)
Filed 2026-10-19
Morton Capital Management LLC
DECREASED
Shares644 from 646
Change-2 (0%)
Value$521.8K (-$165.6K)
Filed 2026-10-23
Prentice Wealth Management LLC
INCREASED
Shares643 from 542
Change+101 (+19%)
Value$521.3K (-$55.8K)
Filed 2026-10-20
Key FInancial Inc
DECREASED
Shares643 from 688
Change-45 (-7%)
Value$521.3K (-$211.3K)
Filed 2026-11-02
MKT Advisors LLC
DECREASED
Shares641 from 678
Change-37 (-5%)
Value$510.4K (-$126.7K)
Filed 2026-10-20
Uhlmann Price Securities, LLC
INCREASED
Shares640 from 629
Change+11 (+2%)
Value$518.9K (-$150.9K)
Filed 2026-11-03
N10 Wealth, LLC
INCREASED
Shares638 from 350
Change+288 (+82%)
Value$517.3K (+$144.6K)
Filed 2026-10-14
KPP Advisory Services LLC
DECREASED
Shares636 from 2,234
Change-1,598 (-72%)
Value$515.7K (-$1.9M)
Filed 2026-10-26
Oath Planning, LLC
INCREASED
Shares636 from 287
Change+349 (+122%)
Value$515.7K (+$210.0K)
Filed 2026-10-20
Optima Capital LLC
DECREASED
Shares636 from 643
Change-7 (-1%)
Value$515.7K (-$169.1K)
Filed 2026-10-29
Mann Financial Group, Inc.
NEW
Shares633
Change+633
Value$513.2K
Filed 2026-10-15
Landmark Wealth Management, Inc.
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$513.2K (-$160.9K)
Filed 2026-11-04
Meritas Wealth Management, LLC
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$512.4K (-$160.6K)
Filed 2026-10-14
J.Safra Asset Management Corp
DECREASED
Shares631 from 1,848
Change-1,217 (-66%)
Value$511.6K (-$1.5M)
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares630 from 400
Change+230 (+58%)
Value$511.0K (+$84.8K)
Filed 2026-10-26
Dorval Corp
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$510.8K (-$160.1K)
Filed 2026-10-29
Next Level Wealth Planning, LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$510.8K (-$160.1K)
Filed 2026-10-29
Fermata Advisors, LLC
INCREASED
Shares629 from 534
Change+95 (+18%)
Value$510.2K (-$58.7K)
Filed 2026-10-13
Centerpoint Advisory Group
DECREASED
Shares629 from 670
Change-41 (-6%)
Value$510.0K (-$203.5K)
Filed 2026-10-23
Solidarity Wealth, LLC
DECREASED
Shares629 from 666
Change-37 (-6%)
Value$510.0K (-$199.2K)
Filed 2026-10-15
Intesa Sanpaolo Wealth Management
DECREASED
Shares627 from 1,008
Change-381 (-38%)
Value$508.4K (-$565.1K)
Filed 2026-10-28
Clarity Wealth Advisors, LLC
DECREASED
Shares627 from 728
Change-101 (-14%)
Value$508.5K (-$266.8K)
Filed 2026-10-21
Private Wealth Management Group, LLC
INCREASED
Shares624 from 448
Change+176 (+39%)
Value$505.8K (+$28.7K)
Filed 2026-10-19
Jmac Enterprises LLC
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$505.9K (-$158.6K)
Filed 2026-10-30
Navigate Wealth Management, LLC
DECREASED
Shares623 from 1,266
Change-643 (-51%)
Value$498.7K (-$615.7K)
Filed 2026-10-14
Rede Wealth, LLC
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$504.1K (-$157.8K)
Filed 2026-10-22
Invested Advisors
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$504.3K (-$158.1K)
Filed 2026-10-23
S.E.E.D. Planning Group LLC
NEW
Shares620
Change+620
Value$502.7K
Filed 2026-10-07
Sageworth Trust Co
DECREASED
Shares619 from 810
Change-191 (-24%)
Value$501.9K (-$360.7K)
Filed 2026-10-30
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$502.0K (-$157.0K)
Filed 2026-10-26
Amplius Wealth Advisors, LLC
INCREASED
Shares616 from 492
Change+124 (+25%)
Value$499.4K (-$24.5K)
Filed 2026-10-20
Clarus Group, Inc.
INCREASED
Shares615 from 614
Change+1 (+0%)
Value$498.7K (-$155.3K)
Filed 2026-10-21
Mainsail Asset Management, LLC
DECREASED
Shares614 from 1,090
Change-476 (-44%)
Value$530.2K (-$429.0K)
Filed 2026-10-14
Private Client Services, LLC
DECREASED
Shares613 from 665
Change-52 (-8%)
Value$497.0K (-$210.9K)
Filed 2026-10-02
Maia Wealth LLC
INCREASED
Shares613 from 579
Change+34 (+6%)
Value$497.1K (-$119.2K)
Filed 2026-10-19
Decision Investments, Inc
INCREASED
Shares612 from 519
Change+93 (+18%)
Value$496.2K (-$56.5K)
Filed 2026-10-07
AIA Group Ltd
DECREASED
Shares611 from 1,028
Change-417 (-41%)
Value$495.4K (-$599.3K)
Filed 2026-10-30
KOM Wealth Management Group, LLC
INCREASED
Shares610 from 608
Change+2 (+0%)
Value$494.5K (-$152.7K)
Filed 2026-10-15
Affiance Financial, LLC
INCREASED
Shares609 from 578
Change+31 (+5%)
Value$493.8K (-$122.7K)
Filed 2026-10-15
Nearside Advisors, LLC
NEW
Shares608
Change+608
Value$493.0K
Filed 2026-10-20
TigerOak Management, L.L.C.
INCREASED
Shares604 from 564
Change+40 (+7%)
Value$489.7K (-$110.9K)
Filed 2026-10-23
Client 1ST Advisory Group, LLC
DECREASED
Shares603 from 750
Change-147 (-20%)
Value$488.9K (-$309.8K)
Filed 2026-10-19
Private Management Group Inc
DECREASED
Shares603 from 625
Change-22 (-4%)
Value$489.0K (-$176.7K)
Filed 2026-11-04
First Business Financial Services, Inc.
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$487.3K (-$152.7K)
Filed 2026-10-29
Correct Capital Wealth Management
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$487.3K (-$152.7K)
Filed 2026-11-02
Tanager Wealth Management LLP
INCREASED
Shares600 from 553
Change+47 (+9%)
Value$486.5K (-$102.4K)
Filed 2026-10-19
Foundry Financial LLC
INCREASED
Shares596 from 422
Change+174 (+41%)
Value$482.9K (+$33.4K)
Filed 2026-10-16
Arista Wealth Management, LLC
INCREASED
Shares596 from 575
Change+21 (+4%)
Value$483.2K (-$129.1K)
Filed 2026-10-29
Regents Gate Capital LLP
INCREASED
Shares595 from 15
Change+580 (+3867%)
Value$482.4K (+$466.4K)
Filed 2026-11-03
Integral Investment Advisors, Inc.
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$482.5K (-$151.2K)
Filed 2026-11-03
TrustWell Financial Advisors, LLC
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$480.8K (-$150.7K)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
DECREASED
Shares592 from 791
Change-199 (-25%)
Value$480.0K (-$362.3K)
Filed 2026-10-22
Colonial River Investments, LLC
INCREASED
Shares591 from 535
Change+56 (+10%)
Value$478.8K (-$91.4K)
Filed 2026-10-19
Value Investment Professionals, LLC
INCREASED
Shares591 from 590
Change+1 (+0%)
Value$479.2K (-$149.2K)
Filed 2026-10-13
Cypress Point Wealth Management, LLC
INCREASED
Shares590 from 522
Change+68 (+13%)
Value$478.4K (-$77.5K)
Filed 2026-11-03
Wiregrass Investment Management LLC
DECREASED
Shares590 from 615
Change-25 (-4%)
Value$478.6K (-$176.6K)
Filed 2026-11-05
Krane Financial Solutions LLC
INCREASED
Shares589 from 588
Change+1 (+0%)
Value$477.9K (-$148.6K)
Filed 2026-10-30
Miller Financial Services LLC
INCREASED
Shares588 from 569
Change+19 (+3%)
Value$476.8K (-$129.1K)
Filed 2026-10-20
Alternative Investment Advisors, Llc.
DECREASED
Shares587 from 606
Change-19 (-3%)
Value$477.6K (-$167.9K)
Filed 2026-11-03
Nova R Wealth, Inc.
INCREASED
Shares587 from 583
Change+4 (+1%)
Value$476.3K (-$144.9K)
Filed 2026-10-26
Cascade Investment Group, Inc.
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$471.9K (-$147.9K)
Filed 2026-10-13
HighRoad Wealth Advisors, LLC
DECREASED
Shares580 from 935
Change-355 (-38%)
Value$470.3K (-$525.4K)
Filed 2026-10-14
Bedminster, LLC
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$470.3K (-$147.4K)
Filed 2026-11-04
Lifelong Wealth Advisors, Inc.
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$469.8K (-$147.2K)
Filed 2026-10-19
Motive Wealth Advisors
INCREASED
Shares576 from 558
Change+18 (+3%)
Value$467.0K (-$127.2K)
Filed 2026-10-26
Baxter Bros Inc
DECREASED
Shares575 from 625
Change-50 (-8%)
Value$466.2K (-$199.4K)
Filed 2026-11-04
AWM Capital, LLC
INCREASED
Shares574 from 492
Change+82 (+17%)
Value$466.2K (-$58.0K)
Filed 2026-10-16
Main Street Group, LTD
DECREASED
Shares573 from 579
Change-6 (-1%)
Value$464.5K (-$152.2K)
Filed 2026-10-28
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares572 from 574
Change-2 (0%)
Value$463.7K (-$147.4K)
Filed 2026-10-22
One Day In July LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$463.8K (-$145.4K)
Filed 2026-10-30
Madson Wealth Advisors Inc
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$462.2K (-$144.8K)
Filed 2026-10-13
Intelligence Driven Advisers, LLC
INCREASED
Shares568 from 540
Change+28 (+5%)
Value$460.6K (-$114.2K)
Filed 2026-10-09
Blackston Financial Advisory Group, LLC
INCREASED
Shares567 from 553
Change+14 (+3%)
Value$459.7K (-$129.3K)
Filed 2026-11-04
Henderson Brothers Financial Partners, LLC
DECREASED
Shares567 from 570
Change-3 (-1%)
Value$459.8K (-$147.3K)
Filed 2026-11-03
Greatmark Investment Partners, Inc.
DECREASED
Shares565 from 583
Change-18 (-3%)
Value$458.1K (-$162.7K)
Filed 2026-10-28
Wakefield Asset Management Lllp
INCREASED
Shares565 from 550
Change+15 (+3%)
Value$458.1K (-$127.6K)
Filed 2026-11-05
Greg Jennings, LLC
NEW
Shares560
Change+560
Value$454.0K
Filed 2026-10-19
Able Financial Group, LLC
INCREASED
Shares560 from 266
Change+294 (+111%)
Value$453.9K (+$170.8K)
Filed 2026-10-14
Foster Victor Wealth Advisors, LLC
DECREASED
Shares559 from 986
Change-427 (-43%)
Value$405.8K (-$514.5K)
Filed 2026-10-21
D.B. Root & Company, LLC
DECREASED
Shares559 from 798
Change-239 (-30%)
Value$453.4K (-$396.4K)
Filed 2026-11-04
GLR Partners, LLC
DECREASED
Shares558 from 642
Change-84 (-13%)
Value$452.4K (-$231.2K)
Filed 2026-11-04
Lynch & Associates
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$452.4K (-$141.8K)
Filed 2026-10-13
Mission Financial Group, LLC
INCREASED
Shares556 from 515
Change+41 (+8%)
Value$450.7K (-$98.2K)
Filed 2026-10-21
KWB Wealth
DECREASED
Shares555 from 570
Change-15 (-3%)
Value$449.8K (-$156.8K)
Filed 2026-10-16
JLB & Associates Inc
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$591.0K ($0)
Filed 2026-10-27
Key Capital Management, Inc
INCREASED
Shares554 from 62
Change+492 (+794%)
Value$403.0K (+$337.0K)
Filed 2026-11-03
Bell Investment Advisors, Inc
INCREASED
Shares553 from 415
Change+138 (+33%)
Value$448.4K (+$6.4K)
Filed 2026-10-29
Rhodes Investment Advisors Inc
DECREASED
Shares551 from 556
Change-5 (-1%)
Value$446.7K (-$145.3K)
Filed 2026-10-07
Capstone Wealth Management, LLC
INCREASED
Shares550 from 249
Change+301 (+121%)
Value$445.9K (+$180.8K)
Filed 2026-11-02
Scott & Selber, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$445.9K (-$139.8K)
Filed 2026-10-21
Summit Financial Wealth Advisors, LLC
INCREASED
Shares549 from 536
Change+13 (+2%)
Value$445.0K (-$125.6K)
Filed 2026-10-15
Stone Wealth Partners
INCREASED
Shares548 from 290
Change+258 (+89%)
Value$448.7K (+$139.8K)
Filed 2026-11-05
Beacon Capital Management, LLC
DECREASED
Shares547 from 631
Change-84 (-13%)
Value$443.8K (-$228.6K)
Filed 2026-10-23
Hoxton Planning & Management, LLC
INCREASED
Shares547 from 500
Change+47 (+9%)
Value$443.4K (-$88.7K)
Filed 2026-10-15
Capitol Family Office, Inc.
DECREASED
Shares546 from 819
Change-273 (-33%)
Value$443.0K (-$429.2K)
Filed 2026-10-13
Ipsen Advisor Group LLC
INCREASED
Shares546 from 545
Change+1 (+0%)
Value$442.4K (-$137.5K)
Filed 2026-10-29
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$442.9K (-$138.8K)
Filed 2026-11-05
Grandfield & Dodd, LLC
DECREASED
Shares545 from 745
Change-200 (-27%)
Value$441.9K (-$351.5K)
Filed 2026-10-29
Acorn Creek Capital LLC
INCREASED
Shares544 from 541
Change+3 (+1%)
Value$441.2K (-$135.1K)
Filed 2026-11-05
Riverbend Wealth Management, LLC
DECREASED
Shares542 from 576
Change-34 (-6%)
Value$439.7K (-$173.6K)
Filed 2026-10-15
Phillips Financial Management, LLC
DECREASED
Shares542 from 549
Change-7 (-1%)
Value$439.4K (-$145.2K)
Filed 2026-10-19
Kwmg, LLC
INCREASED
Shares541 from 521
Change+20 (+4%)
Value$438.6K (-$116.2K)
Filed 2026-10-07
Princeton Global Asset Management LLC
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$438.9K (-$137.4K)
Filed 2026-10-21
Objective Capital Management, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$437.8K (-$137.2K)
Filed 2026-10-13
IMG Wealth Management, Inc.
INCREASED
Shares537 from 530
Change+7 (+1%)
Value$435.4K (-$129.0K)
Filed 2026-10-27
Innova Wealth Partners
DECREASED
Shares536 from 538
Change-2 (0%)
Value$434.6K (-$138.3K)
Filed 2026-10-21
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares535 from 338
Change+197 (+58%)
Value$434.0K (+$74.3K)
Filed 2026-11-05
Carter Financial Group, Inc.
INCREASED
Shares534 from 480
Change+54 (+11%)
Value$432.9K (-$78.2K)
Filed 2026-10-21
Arvest Investments, Inc.
INCREASED
Shares533 from 530
Change+3 (+1%)
Value$432.2K (-$132.2K)
Filed 2026-10-21
Retireful, LLC
DECREASED
Shares532 from 2,196
Change-1,664 (-76%)
Value$431.3K (-$1.9M)
Filed 2026-10-09
Alpha Omega Wealth Management LLC
DECREASED
Shares532 from 540
Change-8 (-1%)
Value$431.3K (-$143.7K)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
DECREASED
Shares532 from 535
Change-3 (-1%)
Value$431.6K (-$138.4K)
Filed 2026-10-16
Ejmk Ventures LLC
INCREASED
Shares531 from 502
Change+29 (+6%)
Value$430.6K (-$104.0K)
Filed 2026-10-21
Miller Global Investments, LLC
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$430.5K (-$134.9K)
Filed 2026-10-02
Halter Ferguson Financial Inc.
DECREASED
Shares530 from 542
Change-12 (-2%)
Value$429.7K (-$147.5K)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
DECREASED
Shares529 from 579
Change-50 (-9%)
Value$428.9K (-$187.7K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
INCREASED
Shares529 from 527
Change+2 (+0%)
Value$429.1K (-$132.3K)
Filed 2026-11-02
Piedmont Capital Management, LLC
DECREASED
Shares528 from 608
Change-80 (-13%)
Value$428.1K (-$219.4K)
Filed 2026-10-21
Tradewinds Capital Management, LLC
DECREASED
Shares528 from 559
Change-31 (-6%)
Value$428.5K (-$167.3K)
Filed 2026-10-23
ETF Store, Inc.
INCREASED
Shares527 from 495
Change+32 (+6%)
Value$427.2K (-$99.7K)
Filed 2026-10-19
Investment Planning Advisors, Inc.
INCREASED
Shares526 from 428
Change+98 (+23%)
Value$426.8K (-$28.5K)
Filed 2026-10-14
Nixon Peabody Trust Co
INCREASED
Shares525 from 248
Change+277 (+112%)
Value$425.7K (+$161.6K)
Filed 2026-10-23
North Forty Two & Co.
DECREASED
Shares525 from 550
Change-25 (-5%)
Value$425.7K (-$160.0K)
Filed 2026-10-19
WealthPoint Financial, LLC
INCREASED
Shares524 from 520
Change+4 (+1%)
Value$425.2K (-$129.0K)
Filed 2026-11-03
Entrust Financial LLC
DECREASED
Shares521 from 523
Change-2 (0%)
Value$422.4K (-$134.5K)
Filed 2026-11-04
Shakespeare Wealth Management, LLC
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$422.6K (-$132.0K)
Filed 2026-10-28
Floyd Financial Group LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$401.5K (-$83.4K)
Filed 2026-10-28
DDD Partners, LLC
NEW
Shares518
Change+518
Value$420.3K
Filed 2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares518 from 1,215
Change-697 (-57%)
Value$420.0K (-$873.9K)
Filed 2026-10-21
ACT Advisors, Llc.
INCREASED
Shares518 from 440
Change+78 (+18%)
Value$420.3K (-$48.6K)
Filed 2026-10-15
Advantage Trust Co
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$420.0K (-$131.6K)
Filed 2026-10-19
Cambridge Financial Group, LLC
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$551.0K ($0)
Filed 2026-10-06
Global Wealth Strategies & Associates
INCREASED
Shares516 from 374
Change+142 (+38%)
Value$418.7K (+$20.3K)
Filed 2026-10-02
Bank of New Hampshire
DECREASED
Shares515 from 623
Change-108 (-17%)
Value$417.6K (-$245.9K)
Filed 2026-10-06
LCM Capital Management Inc
INCREASED
Shares512 from 465
Change+47 (+10%)
Value$415.1K (-$80.1K)
Filed 2026-10-20
Great Waters Wealth Management
DECREASED
Shares511 from 513
Change-2 (0%)
Value$414.4K (-$132.0K)
Filed 2026-10-07
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$414.3K (-$129.9K)
Filed 2026-10-15
HF Advisory Group, LLC
INCREASED
Shares510 from 503
Change+7 (+1%)
Value$413.8K (-$122.3K)
Filed 2026-10-09
Sage Rhino Capital LLC
DECREASED
Shares509 from 518
Change-9 (-2%)
Value$413.0K (-$138.6K)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares508 from 486
Change+22 (+5%)
Value$412.2K (-$104.8K)
Filed 2026-10-20
Financial Insights, Inc.
DECREASED
Shares507 from 537
Change-30 (-6%)
Value$411.1K (-$160.2K)
Filed 2026-10-27
Weaver Consulting Group
INCREASED
Shares507 from 480
Change+27 (+6%)
Value$411.1K (-$100.1K)
Filed 2026-10-07
SC&H Financial Advisors, Inc.
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$411.4K (-$128.8K)
Filed 2026-10-14
Grey Fox Wealth Advisors, LLC
INCREASED
Shares506 from 333
Change+173 (+52%)
Value$410.3K (+$55.6K)
Filed 2026-11-03
Austin Asset Management Co Inc
INCREASED
Shares506 from 387
Change+119 (+31%)
Value$410.3K (-$1.7K)
Filed 2026-10-29
Foronjy Financial LLC
INCREASED
Shares506 from 440
Change+66 (+15%)
Value$410.6K (-$57.9K)
Filed 2026-10-14
Veery Capital, LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$409.4K (-$128.3K)
Filed 2026-10-07
Owl Creek Wealth Partners LLC
INCREASED
Shares504 from 441
Change+63 (+14%)
Value$408.6K (-$61.0K)
Filed 2026-10-20
Sather Financial Group Inc
DECREASED
Shares503 from 633
Change-130 (-21%)
Value$407.8K (-$266.3K)
Filed 2026-10-30
Alliance Wealth Advisors, LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$406.8K (-$127.5K)
Filed 2026-10-14
Cherrydale Wealth Management, LLC
INCREASED
Shares501 from 493
Change+8 (+2%)
Value$405.8K (-$118.7K)
Filed 2026-10-20
Fonville Wealth Management LLC
DECREASED
Shares501 from 504
Change-3 (-1%)
Value$406.2K (-$130.5K)
Filed 2026-10-28
Bourne Lent Asset Management Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$405.4K (-$127.1K)
Filed 2026-11-05
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$405.4K (-$127.1K)
Filed 2026-10-30
Baugh & Associates, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$405.4K (-$127.1K)
Filed 2026-10-16
Adirondack Capital Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$405.4K (-$127.1K)
Filed 2026-10-09
Orin Green Financial, LLC
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$404.6K (-$126.8K)
Filed 2026-10-19
One Advisory Partners, LLC
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$403.7K (-$126.5K)
Filed 2026-10-22
Eddie Patel Inc
INCREASED
Shares496 from 495
Change+1 (+0%)
Value$402.2K (-$125.1K)
Filed 2026-11-02
Sutton Place Investors LLC
INCREASED
Shares496 from 495
Change+1 (+0%)
Value$402.2K (-$125.0K)
Filed 2026-10-20
Tactive Advisors, LLC
DECREASED
Shares494 from 885
Change-391 (-44%)
Value$400.8K (-$541.8K)
Filed 2026-10-08
Successful Portfolios LLC
INCREASED
Shares492 from 488
Change+4 (+1%)
Value$417.6K (-$43.2K)
Filed 2026-10-09
Johnson Bixby & Associates, LLC
UNCHANGED
Shares492 from 492
Change0 (0%)
Value$398.9K (-$125.0K)
Filed 2026-10-14
Willow Creek Wealth Management Inc.
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$398.6K (-$124.9K)
Filed 2026-10-26
Marotta Asset Management
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$398.1K (-$88.7K)
Filed 2026-10-02
ZWJ Investment Counsel Inc
DECREASED
Shares488 from 1,388
Change-900 (-65%)
Value$395.3K (-$1.1M)
Filed 2026-10-15
Gallacher Capital Management LLC
INCREASED
Shares488 from 403
Change+85 (+21%)
Value$395.6K (-$33.4K)
Filed 2026-10-30
Clear Wave Wealth Management LLC
INCREASED
Shares487 from 386
Change+101 (+26%)
Value$394.9K (-$16.2K)
Filed 2026-11-04
Optivise Advisory Services LLC
DECREASED
Shares487 from 549
Change-62 (-11%)
Value$394.7K (-$190.3K)
Filed 2026-10-19
CLG LLC
INCREASED
Shares486 from 343
Change+143 (+42%)
Value$394.2K (+$29.0K)
Filed 2026-10-13
Signature Equity Partners, LLC
DECREASED
Shares485 from 775
Change-290 (-37%)
Value$393.6K (-$431.5K)
Filed 2026-10-29
Cushing Capital Partners, LLC
INCREASED
Shares485 from 449
Change+36 (+8%)
Value$393.6K (-$84.4K)
Filed 2026-10-20
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares484
Change+484
Value$392.4K
Filed 2026-10-20
Shayne & Jacobs, LLC
INCREASED
Shares484 from 483
Change+1 (+0%)
Value$392.6K (-$122.1K)
Filed 2026-10-21
Wrenne Financial Planning LLC
DECREASED
Shares484 from 485
Change-1 (0%)
Value$393.0K (-$123.2K)
Filed 2026-10-30
Axecap Investments, LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$392.4K (-$123.0K)
Filed 2026-10-20
Seneca Financial Advisors LLC
INCREASED
Shares482 from 481
Change+1 (+0%)
Value$390.8K (-$122.0K)
Filed 2026-10-28
GSG Advisors LLC
INCREASED
Shares479 from 467
Change+12 (+3%)
Value$388.4K (-$108.9K)
Filed 2026-11-03
Encompass More Asset Management
DECREASED
Shares475 from 734
Change-259 (-35%)
Value$385.0K (-$396.8K)
Filed 2026-10-16
Financial Planning Hawaii, Inc.
DECREASED
Shares475 from 646
Change-171 (-26%)
Value$385.1K (-$302.8K)
Filed 2026-10-13
Tranquility Partners, LLC
INCREASED
Shares475 from 474
Change+1 (+0%)
Value$384.8K (-$120.4K)
Filed 2026-10-20
Sachem Hill LLC
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$383.5K (-$120.2K)
Filed 2026-10-14
TradeWell Securities, Llc.
INCREASED
Shares472 from 471
Change+1 (+0%)
Value$382.9K (-$119.0K)
Filed 2026-10-21
Junk Investment Group, LLC
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$382.7K (-$119.5K)
Filed 2026-10-19
BancFirst Trust & Investment Management
DECREASED
Shares471 from 733
Change-262 (-36%)
Value$389.3K (-$368.0K)
Filed 2026-10-30
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$381.9K (-$119.7K)
Filed 2026-11-02
North Capital, Inc.
DECREASED
Shares470 from 490
Change-20 (-4%)
Value$363.2K (-$158.6K)
Filed 2026-10-16
RAM Investment Partners, LLC
INCREASED
Shares469 from 241
Change+228 (+95%)
Value$380.3K (+$123.6K)
Filed 2026-10-21
LongView Wealth Management
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$380.3K (-$119.1K)
Filed 2026-10-19
MinichMacGregor Wealth Management, LLC
DECREASED
Shares468 from 750
Change-282 (-38%)
Value$379.6K (-$419.1K)
Filed 2026-10-14
Walker Asset Management, LLC
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$378.1K (-$118.1K)
Filed 2026-10-13
Ulland Investment Advisors, LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$377.0K (-$118.0K)
Filed 2026-10-13
DeLarme Wealth Management, Inc.
NEW
Shares463
Change+463
Value$375.4K
Filed 2026-10-30
Idaho Trust Co
DECREASED
Shares463 from 467
Change-4 (-1%)
Value$375.4K (-$121.9K)
Filed 2026-11-04
Financial Solutions Advisory Group, Inc.
DECREASED
Shares462 from 500
Change-38 (-8%)
Value$337.6K (-$131.6K)
Filed 2026-10-28
Heritage Wealth Management, Inc.
INCREASED
Shares462 from 455
Change+7 (+2%)
Value$374.6K (-$109.9K)
Filed 2026-10-27
Marietta Wealth Management, LLC
INCREASED
Shares461 from 371
Change+90 (+24%)
Value$345.3K (-$49.8K)
Filed 2026-10-22
Turning Point Benefit Group, Inc.
INCREASED
Shares461 from 415
Change+46 (+11%)
Value$380.9K (-$59.5K)
Filed 2026-10-28
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares459 from 444
Change+15 (+3%)
Value$372.2K (-$100.7K)
Filed 2026-10-13
Semus Wealth Partners LLC
INCREASED
Shares458 from 457
Change+1 (+0%)
Value$371.3K (-$115.7K)
Filed 2026-10-22
Schaeffer Financial LLC
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$371.7K (-$115.9K)
Filed 2026-10-23
Omnitrust Wealth Management, Inc
NEW
Shares456
Change+456
Value$369.7K
Filed 2026-11-02
Brown Wealth Management, LLC
INCREASED
Shares455 from 454
Change+1 (+0%)
Value$368.9K (-$114.6K)
Filed 2026-10-20
Kroeger Financial Partners
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$368.1K (-$115.4K)
Filed 2026-10-19
Tannin Capital LLC
DECREASED
Shares451 from 472
Change-21 (-4%)
Value$365.7K (-$137.0K)
Filed 2026-11-05
Connecticut Capital Management Group, LLC
INCREASED
Shares451 from 443
Change+8 (+2%)
Value$365.7K (-$106.1K)
Filed 2026-10-29
Boyd Wealth Management, LLC
NEW
Shares450
Change+450
Value$364.9K
Filed 2026-10-20
LightSquare Wealth Management, LLC
INCREASED
Shares450 from 415
Change+35 (+8%)
Value$364.6K (-$77.0K)
Filed 2026-11-03
Schwallier Wealth Management LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$364.6K (-$114.5K)
Filed 2026-11-05
Rayburn West Financial Services LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$364.9K (-$114.3K)
Filed 2026-11-03
Discipline Wealth Solutions, LLC
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$364.2K (-$113.7K)
Filed 2026-10-14
Gordian Advisors LLC
INCREASED
Shares447 from 421
Change+26 (+6%)
Value$362.1K (-$86.0K)
Filed 2026-10-30
Woodward Financial Advisors, Inc.
INCREASED
Shares447 from 444
Change+3 (+1%)
Value$362.4K (-$110.4K)
Filed 2026-10-19
Edgemoor Investment Advisors, Inc.
DECREASED
Shares446 from 493
Change-47 (-10%)
Value$361.6K (-$163.4K)
Filed 2026-11-03
Rare Wolf Capital LLC
DECREASED
Shares446 from 470
Change-24 (-5%)
Value$361.6K (-$138.9K)
Filed 2026-10-20
Northwest Wealth Management, LLC
INCREASED
Shares446 from 425
Change+21 (+5%)
Value$361.7K (-$90.7K)
Filed 2026-10-30
Wagner Wealth Management, Corp
DECREASED
Shares445 from 909
Change-464 (-51%)
Value$360.8K (-$607.2K)
Filed 2026-10-20
Richard P Slaughter Associates Inc
INCREASED
Shares445 from 441
Change+4 (+1%)
Value$360.9K (-$108.7K)
Filed 2026-10-13
Nicholas Wealth, Llc.
INCREASED
Shares444 from 326
Change+118 (+36%)
Value$360.0K (+$13.3K)
Filed 2026-10-26
TSG Advice Partners, LLC
NEW
Shares443
Change+443
Value$471.2K
Filed 2026-10-29
MN Wealth Advisors, LLC
DECREASED
Shares443 from 540
Change-97 (-18%)
Value$359.8K (-$215.4K)
Filed 2026-10-23
Plan A Wealth LLC
DECREASED
Shares442 from 495
Change-53 (-11%)
Value$358.4K (-$168.8K)
Filed 2026-10-08
Tenzing Financial LLC
DECREASED
Shares441 from 445
Change-4 (-1%)
Value$320.1K (-$111.5K)
Filed 2026-11-03
Kirr Marbach & Co LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$356.7K (-$111.8K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares439
Change+439
Value$355.9K
Filed 2026-11-04
Hobart Private Capital, LLC
DECREASED
Shares437 from 448
Change-11 (-2%)
Value$354.3K (-$122.8K)
Filed 2026-10-19
First Premier Bank
INCREASED
Shares436 from 406
Change+30 (+7%)
Value$313.0K (-$119.0K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
INCREASED
Shares436 from 414
Change+22 (+5%)
Value$353.5K (-$87.3K)
Filed 2026-10-13
Strata Wealth Advisors, LLC
INCREASED
Shares436 from 415
Change+21 (+5%)
Value$353.5K (-$88.4K)
Filed 2026-10-16
Wisconsin Wealth Advisors, LLC
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$353.5K (-$110.8K)
Filed 2026-10-08
Lexington Hill Partners, LLC
DECREASED
Shares435 from 450
Change-15 (-3%)
Value$352.6K (-$126.9K)
Filed 2026-10-13
Vilga Financial Planning LLC
INCREASED
Shares433 from 392
Change+41 (+10%)
Value$351.1K (-$66.4K)
Filed 2026-10-09
Peck Wealth Management, LLC
DECREASED
Shares432 from 437
Change-5 (-1%)
Value$350.3K (-$115.1K)
Filed 2026-10-29
Hourglass Capital, LLC
DECREASED
Shares432 from 437
Change-5 (-1%)
Value$350.3K (-$115.1K)
Filed 2026-10-26
Berkshire Money Management, Inc.
NEW
Shares430
Change+430
Value$348.9K
Filed 2026-10-21
Blodgett Wealth Advisors, LLC
INCREASED
Shares430 from 415
Change+15 (+4%)
Value$349.0K (-$93.4K)
Filed 2026-10-23
Renasant Bank
INCREASED
Shares429 from 417
Change+12 (+3%)
Value$347.8K (-$96.2K)
Filed 2026-11-05
Autumn Glory Partners, LLC
INCREASED
Shares429 from 427
Change+2 (+0%)
Value$347.8K (-$106.9K)
Filed 2026-10-26
My Personal CFO, LLC
INCREASED
Shares428 from 402
Change+26 (+6%)
Value$347.0K (-$81.1K)
Filed 2026-10-14
Pinion Investment Advisors, LLC
DECREASED
Shares427 from 507
Change-80 (-16%)
Value$346.2K (-$193.7K)
Filed 2026-11-04
Emerald Advisors, LLC
DECREASED
Shares426 from 427
Change-1 (0%)
Value$345.5K (-$109.3K)
Filed 2026-10-13
Jm2 Capital Inc.
INCREASED
Shares423 from 387
Change+36 (+9%)
Value$343.1K (-$69.2K)
Filed 2026-10-14
AGH Wealth Advisors, LLC
DECREASED
Shares423 from 432
Change-9 (-2%)
Value$343.0K (-$117.1K)
Filed 2026-10-26
Tucker Asset Management LLC
INCREASED
Shares423 from 416
Change+7 (+2%)
Value$343.0K (-$100.0K)
Filed 2026-10-29
BFI Infinity Ltd.
NEW
Shares422
Change+422
Value$342.2K
Filed 2026-10-16
Holcombe Financial, Inc.
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$342.2K (-$107.2K)
Filed 2026-10-16
Reston Wealth Management LLC
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$341.0K (-$107.1K)
Filed 2026-10-29
Brandywine OAK Private Wealth LLC
DECREASED
Shares420 from 496
Change-76 (-15%)
Value$340.5K (-$187.7K)
Filed 2026-10-23
Invenio Wealth Partners LLC
INCREASED
Shares420 from 416
Change+4 (+1%)
Value$340.5K (-$102.5K)
Filed 2026-10-20
Echo45 Advisors LLC
INCREASED
Shares418 from 409
Change+9 (+2%)
Value$339.1K (-$96.5K)
Filed 2026-10-07
Verity & Verity, LLC
DECREASED
Shares416 from 448
Change-32 (-7%)
Value$337.3K (-$139.8K)
Filed 2026-10-23
Tilia Fiduciary Partners, Inc.
DECREASED
Shares416 from 440
Change-24 (-5%)
Value$337.6K (-$131.4K)
Filed 2026-10-09
Kendall Capital Management
DECREASED
Shares415 from 515
Change-100 (-19%)
Value$336.5K (-$211.9K)
Filed 2026-10-23
Brown Financial Advisory
INCREASED
Shares415 from 410
Change+5 (+1%)
Value$336.5K (-$100.1K)
Filed 2026-11-05
Spartan Planning & Wealth Management
DECREASED
Shares413 from 1,119
Change-706 (-63%)
Value$334.7K (-$857.4K)
Filed 2026-10-13
Tctc Holdings, LLC
INCREASED
Shares413 from 313
Change+100 (+32%)
Value$334.9K (+$1.5K)
Filed 2026-11-02
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares413 from 412
Change+1 (+0%)
Value$334.7K (-$104.0K)
Filed 2026-10-19
Market Street Wealth Management Advisors LLC
INCREASED
Shares412 from 341
Change+71 (+21%)
Value$334.4K (-$29.0K)
Filed 2026-10-09
Hollow Brook Wealth Management LLC
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$334.0K (-$104.7K)
Filed 2026-10-29
Innovative Wealth Building LLC
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$334.0K (-$104.7K)
Filed 2026-10-14
Archvest Wealth Advisors, Inc.
INCREASED
Shares411 from 270
Change+141 (+52%)
Value$333.3K (+$45.8K)
Filed 2026-10-29
Parthenon LLC
INCREASED
Shares411 from 400
Change+11 (+3%)
Value$333.2K (-$92.7K)
Filed 2026-10-22
Allegiance Financial Group Advisory Services LLC
NEW
Shares409
Change+409
Value$331.7K
Filed 2026-11-02
Barings LLC
INCREASED
Shares409 from 274
Change+135 (+49%)
Value$331.6K (+$39.8K)
Filed 2026-10-22
Pachira Investments Inc.
INCREASED
Shares409 from 333
Change+76 (+23%)
Value$331.6K (-$23.4K)
Filed 2026-10-14
Hidden Cove Wealth Management, LLC
INCREASED
Shares407 from 396
Change+11 (+3%)
Value$330.0K (-$91.7K)
Filed 2026-10-19
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares406 from 255
Change+151 (+59%)
Value$329.2K (+$57.6K)
Filed 2026-10-29
Alliance Wealth Advisors, LLC
INCREASED
Shares406 from 296
Change+110 (+37%)
Value$329.2K (+$14.0K)
Filed 2026-10-28
Park Capital Management, LLC / WI
INCREASED
Shares406 from 344
Change+62 (+18%)
Value$329.6K (-$37.1K)
Filed 2026-10-13
Altiora Financial Group, LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$329.2K (-$103.2K)
Filed 2026-11-04
Atticus Wealth Management, LLC
INCREASED
Shares405 from 376
Change+29 (+8%)
Value$328.5K (-$71.9K)
Filed 2026-10-20
Fortress Financial Group, LLC
INCREASED
Shares405 from 403
Change+2 (+1%)
Value$328.8K (-$100.1K)
Filed 2026-10-21
POM Investment Strategies, LLC
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$326.7K (-$102.4K)
Filed 2026-10-20
Convergence Investment Partners, LLC
DECREASED
Shares402 from 599
Change-197 (-33%)
Value$325.6K (-$311.8K)
Filed 2026-10-28
Greenup Street Wealth Management LLC
INCREASED
Shares402 from 206
Change+196 (+95%)
Value$325.6K (+$106.8K)
Filed 2026-10-28
Sage Private Wealth Group, LLC
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$325.9K (-$102.2K)
Filed 2026-10-21
Scissortail Wealth Management, LLC
INCREASED
Shares401 from 304
Change+97 (+32%)
Value$325.1K (+$1.4K)
Filed 2026-11-03
Duncker Streett & Co Inc
INCREASED
Shares401 from 400
Change+1 (+0%)
Value$325.0K (-$101.1K)
Filed 2026-10-27
Sepio Capital, LP
DECREASED
Shares400 from 876
Change-476 (-54%)
Value$324.7K (-$608.2K)
Filed 2026-10-22
Three Magnolias Financial Advisors, LLC
DECREASED
Shares400 from 600
Change-200 (-33%)
Value$324.3K (-$314.6K)
Filed 2026-10-14
Sage Financial Group Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$324.3K (-$101.6K)
Filed 2026-10-27
TL Private Wealth
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$319.7K (-$56.3K)
Filed 2026-10-13
AGP Franklin, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$324.3K (-$101.6K)
Filed 2026-11-04
Birchbrook, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$324.3K (-$101.6K)
Filed 2026-10-14
Rubicon Advisors, GP
DECREASED
Shares399 from 416
Change-17 (-4%)
Value$323.8K (-$119.1K)
Filed 2026-10-23
MontVue Capital Management, Inc.
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$323.5K (-$101.4K)
Filed 2026-10-19
William Mack & Associates, Inc.
INCREASED
Shares398 from 391
Change+7 (+2%)
Value$322.4K (-$93.6K)
Filed 2026-10-27
Renaissance Investment Group LLC
DECREASED
Shares397 from 414
Change-17 (-4%)
Value$321.9K (-$119.0K)
Filed 2026-10-28
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$321.9K (-$100.9K)
Filed 2026-10-26
Peoples Bank
DECREASED
Shares395 from 450
Change-55 (-12%)
Value$320.3K (-$158.9K)
Filed 2026-10-26
Intergy Private Wealth, LLC
INCREASED
Shares394 from 333
Change+61 (+18%)
Value$319.5K (-$35.2K)
Filed 2026-10-16
GGM Financial LLC
DECREASED
Shares394 from 433
Change-39 (-9%)
Value$319.2K (-$142.1K)
Filed 2026-11-05
Northern Capital Management, Inc.
DECREASED
Shares394 from 406
Change-12 (-3%)
Value$319.8K (-$112.9K)
Filed 2026-11-05
Great Point Wealth Advisors, LLC
DECREASED
Shares394 from 400
Change-6 (-1%)
Value$319.8K (-$106.2K)
Filed 2026-10-15
Buska Wealth Management, LLC
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$319.7K (-$99.9K)
Filed 2026-10-08
Focused Alpha, LLC
DECREASED
Shares393 from 1,133
Change-740 (-65%)
Value$318.3K (-$888.7K)
Filed 2026-10-20
J. L. Bainbridge & Co., Inc.
DECREASED
Shares393 from 397
Change-4 (-1%)
Value$318.8K (-$104.2K)
Filed 2026-10-20
Ndwm LLC
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$317.8K (-$99.6K)
Filed 2026-11-05
Saxony Capital Management, LLC
DECREASED
Shares390 from 466
Change-76 (-16%)
Value$316.2K (-$179.9K)
Filed 2026-10-15
Guild Investment Management, Inc.
DECREASED
Shares390 from 400
Change-10 (-2%)
Value$316.2K (-$109.8K)
Filed 2026-11-03
Avail Investment Partners, LLC
INCREASED
Shares389 from 207
Change+182 (+88%)
Value$315.0K (+$95.1K)
Filed 2026-10-16
Entrewealth, LLC
INCREASED
Shares388 from 367
Change+21 (+6%)
Value$314.9K (+$180)
Filed 2026-10-14
Boomfish Wealth Group, LLC
INCREASED
Shares387 from 371
Change+16 (+4%)
Value$313.8K (-$81.3K)
Filed 2026-10-22
Madrid Wealth Management, LLC
NEW
Shares386
Change+386
Value$313.0K
Filed 2026-10-23
Whelan Financial
INCREASED
Shares385 from 334
Change+51 (+15%)
Value$312.2K (-$43.5K)
Filed 2026-10-28
Asset Allocation Strategies LLC
DECREASED
Shares385 from 422
Change-37 (-9%)
Value$311.9K (-$137.3K)
Filed 2026-10-20
Burk Holdings LLC
INCREASED
Shares383 from 326
Change+57 (+17%)
Value$310.5K (-$36.6K)
Filed 2026-11-05
MFG Investments, LLC
NEW
Shares380
Change+380
Value$307.7K
Filed 2026-10-30
Michael Brady & Co., LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$308.1K (-$96.6K)
Filed 2026-10-23
Strategic Financial Group, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$308.1K (-$96.6K)
Filed 2026-10-08
Kellett Wealth Advisors, LLC
INCREASED
Shares379 from 365
Change+14 (+4%)
Value$307.1K (-$81.2K)
Filed 2026-10-15
Fidelity D & D Bancorp Inc
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$307.3K (-$96.3K)
Filed 2026-11-05
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares378 from 350
Change+28 (+8%)
Value$306.5K (-$66.2K)
Filed 2026-10-22
Iron Financial LLC
DECREASED
Shares378 from 380
Change-2 (-1%)
Value$306.5K (-$98.2K)
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares377
Change+377
Value$306.0K
Filed 2026-10-26
Three Seasons Wealth, LLC
DECREASED
Shares377 from 1,148
Change-771 (-67%)
Value$305.7K (-$916.8K)
Filed 2026-11-03
LVZ, Inc.
INCREASED
Shares377 from 369
Change+8 (+2%)
Value$305.9K (-$87.4K)
Filed 2026-10-20
Tortuga Wealth Management, Inc
DECREASED
Shares377 from 384
Change-7 (-2%)
Value$305.7K (-$103.3K)
Filed 2026-10-27
Mosley Wealth Management
INCREASED
Shares376 from 320
Change+56 (+18%)
Value$276.6K (-$64.7K)
Filed 2026-10-16
KRS Capital Management, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$304.3K (-$95.3K)
Filed 2026-10-16
Silver Lake Advisory, LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$303.1K (-$94.8K)
Filed 2026-10-22
Harold Davidson & Associates Inc.
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$302.4K (-$94.8K)
Filed 2026-10-29
Strid Group, LLC
INCREASED
Shares372 from 335
Change+37 (+11%)
Value$301.6K (-$55.1K)
Filed 2026-10-28
Ifrah Financial Services, Inc.
DECREASED
Shares371 from 560
Change-189 (-34%)
Value$300.6K (-$296.1K)
Filed 2026-10-13
Schmidt P J Investment Management Inc
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$300.8K (-$94.3K)
Filed 2026-11-02
Alkeme Wealth, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$300.2K (-$93.5K)
Filed 2026-10-08
BCO Wealth Management LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$300.0K (-$94.0K)
Filed 2026-10-14
R2 Capital Strategies, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$300.3K (-$94.1K)
Filed 2026-10-15
Financial Harvest, LLC
DECREASED
Shares368 from 372
Change-4 (-1%)
Value$298.4K (-$97.5K)
Filed 2026-10-15
Wespac Advisors, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$298.4K (-$93.5K)
Filed 2026-10-26
Iams Wealth Management, LLC
NEW
Shares367
Change+367
Value$297.6K
Filed 2026-10-15
Creative Capital Management Investments LLC
DECREASED
Shares367 from 414
Change-47 (-11%)
Value$297.6K (-$143.3K)
Filed 2026-10-28
Putney Financial Group LLC
INCREASED
Shares366 from 222
Change+144 (+65%)
Value$296.7K (+$60.3K)
Filed 2026-10-30
Piscataqua Savings Bank
DECREASED
Shares366 from 446
Change-80 (-18%)
Value$296.7K (-$178.2K)
Filed 2026-10-21
Madden Securities Corp
DECREASED
Shares366 from 370
Change-4 (-1%)
Value$296.7K (-$97.3K)
Filed 2026-10-27
Oxler Private Wealth LLC
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$296.8K (-$93.0K)
Filed 2026-10-21
Sierra Ocean, LLC
INCREASED
Shares364 from 353
Change+11 (+3%)
Value$294.9K (-$80.7K)
Filed 2026-11-03
Lake Street Private Wealth, LLC
INCREASED
Shares363 from 362
Change+1 (+0%)
Value$294.0K (-$92.1K)
Filed 2026-10-22
Madrona Financial Services, LLC
DECREASED
Shares363 from 364
Change-1 (0%)
Value$294.2K (-$93.2K)
Filed 2026-10-23
Beacon Wealthcare LLC
NEW
Shares362
Change+362
Value$293.2K
Filed 2026-10-02
WestHill Financial Advisors, Inc.
DECREASED
Shares362 from 841
Change-479 (-57%)
Value$293.5K (-$602.1K)
Filed 2026-10-14
University of Texas S AM Investment Management Co
INCREASED
Shares362 from 352
Change+10 (+3%)
Value$293.5K (-$81.3K)
Filed 2026-11-03
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares362 from 359
Change+3 (+1%)
Value$293.5K (-$88.8K)
Filed 2026-10-26
Quaker Wealth Management, LLC
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$293.5K (-$92.0K)
Filed 2026-10-22
Smith Partners Wealth Management, LLC
INCREASED
Shares361 from 258
Change+103 (+40%)
Value$292.7K (+$18.0K)
Filed 2026-11-05
Heritage Investment Group, Inc.
INCREASED
Shares361 from 356
Change+5 (+1%)
Value$292.7K (-$86.4K)
Filed 2026-11-03
Waystone Advisors LLC
DECREASED
Shares359 from 360
Change-1 (0%)
Value$382.3K (-$1.1K)
Filed 2026-10-16
LifeGuide Financial Advisors, LLC
DECREASED
Shares358 from 382
Change-24 (-6%)
Value$290.3K (-$116.1K)
Filed 2026-10-20
Diversified Portfolios, Inc.
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$287.8K (-$90.2K)
Filed 2026-11-04
TPG Advisors LLC
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$287.0K (-$90.0K)
Filed 2026-10-16
Balentine LLC
DECREASED
Shares353 from 582
Change-229 (-39%)
Value$286.2K (-$333.6K)
Filed 2026-11-03
Rodgers & Associates, LTD
DECREASED
Shares353 from 398
Change-45 (-11%)
Value$286.4K (-$137.3K)
Filed 2026-10-20
Founders Capital Management, LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$285.4K (-$89.4K)
Filed 2026-10-23
Inlet Private Wealth, LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$285.1K (-$89.4K)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$284.6K (-$89.2K)
Filed 2026-10-26
Bull Street Advisors, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$284.0K (-$89.0K)
Filed 2026-10-20
Millennium Capital Advisors, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$283.8K (-$88.9K)
Filed 2026-10-16
N10 Assets, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$283.8K (-$88.9K)
Filed 2026-10-14
Atlatl Advisers LLC
INCREASED
Shares349 from 343
Change+6 (+2%)
Value$283.0K (-$82.3K)
Filed 2026-10-22
Harrell Investment Partners, LLC
DECREASED
Shares348 from 373
Change-25 (-7%)
Value$282.4K (-$115.0K)
Filed 2026-10-15
PFW Advisors LLC
INCREASED
Shares348 from 332
Change+16 (+5%)
Value$282.2K (-$71.4K)
Filed 2026-10-07
Clearwave Capital, LLC
INCREASED
Shares348 from 347
Change+1 (+0%)
Value$281.8K (-$87.7K)
Filed 2026-10-27
Summit Financial Consulting LLC
INCREASED
Shares346 from 225
Change+121 (+54%)
Value$280.5K (+$40.8K)
Filed 2026-10-15
TruNorth Capital Management, LLC
INCREASED
Shares345 from 290
Change+55 (+19%)
Value$279.7K (-$29.1K)
Filed 2026-10-14
Stronghold Wealth Management L.L.C.
INCREASED
Shares345 from 334
Change+11 (+3%)
Value$279.7K (-$76.0K)
Filed 2026-10-16
Sylvest Advisors, LLC
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$278.9K (-$87.3K)
Filed 2026-10-26
Private Wealth Group, LLC
INCREASED
Shares342 from 291
Change+51 (+18%)
Value$277.3K (-$32.6K)
Filed 2026-10-19
Seven Mile Advisory
DECREASED
Shares342 from 363
Change-21 (-6%)
Value$277.3K (-$109.3K)
Filed 2026-10-22
Powers Advisory Group, LLC
INCREASED
Shares342 from 328
Change+14 (+4%)
Value$277.1K (-$72.6K)
Filed 2026-10-14
Advisory Advocates, LLC
INCREASED
Shares342 from 334
Change+8 (+2%)
Value$277.6K (-$78.1K)
Filed 2026-11-05
Clark Wealth Partners
INCREASED
Shares342 from 334
Change+8 (+2%)
Value$277.1K (-$78.1K)
Filed 2026-10-19
Meridian Investment Counsel Inc.
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$277.3K (-$86.9K)
Filed 2026-10-14
Ameliora Wealth Management Ltd.
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$277.3K (-$86.9K)
Filed 2026-10-23
tru Independence LLC
INCREASED
Shares340 from 339
Change+1 (+0%)
Value$276.0K (-$85.4K)
Filed 2026-10-20
Talbot Financial, LLC
DECREASED
Shares339 from 459
Change-120 (-26%)
Value$275.1K (-$213.9K)
Filed 2026-10-19
Friday Financial
INCREASED
Shares339 from 303
Change+36 (+12%)
Value$280.1K (-$4.7K)
Filed 2026-10-09
Elmwood Wealth Management, Inc.
DECREASED
Shares339 from 341
Change-2 (-1%)
Value$274.9K (-$88.3K)
Filed 2026-10-14
Barrett & Company, Inc.
INCREASED
Shares338 from 288
Change+50 (+17%)
Value$274.2K (-$32.7K)
Filed 2026-10-22
Hurley Capital, LLC
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$274.6K (-$85.4K)
Filed 2026-11-05
Northbridge Financial Group, LLC
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$291.0K (-$67.9K)
Filed 2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares335 from 396
Change-61 (-15%)
Value$271.6K (-$150.1K)
Filed 2026-11-03
Milestone Asset Management, LLC
DECREASED
Shares332 from 5,933
Change-5,601 (-94%)
Value$269.4K (-$6.0M)
Filed 2026-10-15
Insight Wealth Partners, LLC
DECREASED
Shares330 from 403
Change-73 (-18%)
Value$267.6K (-$161.6K)
Filed 2026-10-26
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares330 from 354
Change-24 (-7%)
Value$268.2K (-$75.5K)
Filed 2026-10-19
Argus Investors' Counsel, Inc.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$267.6K (-$83.9K)
Filed 2026-10-09
Granville Capital, Inc.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$267.6K (-$83.9K)
Filed 2026-11-05
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$267.0K (-$84.0K)
Filed 2026-11-03
Aspen Wealth Management LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$267.3K (-$83.8K)
Filed 2026-10-14
Evansbrook LLC
INCREASED
Shares329 from 267
Change+62 (+23%)
Value$266.8K (-$17.6K)
Filed 2026-10-16
Belleair Asset Management, LLC
INCREASED
Shares329 from 328
Change+1 (+0%)
Value$266.8K (-$82.5K)
Filed 2026-11-03
WT Wealth Management
INCREASED
Shares328 from 244
Change+84 (+34%)
Value$266.3K (+$6.5K)
Filed 2026-10-13
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares328 from 303
Change+25 (+8%)
Value$265.8K (-$57.2K)
Filed 2026-11-03
Kelly Financial Group LLC
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$265.1K (-$83.1K)
Filed 2026-10-16
Axiom Investment Management LLC
INCREASED
Shares325 from 34
Change+291 (+856%)
Value$263.5K (+$227.3K)
Filed 2026-11-03
Trust Co of Oklahoma
INCREASED
Shares325 from 321
Change+4 (+1%)
Value$263.5K (-$78.3K)
Filed 2026-10-15
Hoese & Co LLP
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$263.5K (-$82.6K)
Filed 2026-10-21
Quantum Private Wealth, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$263.5K (-$82.6K)
Filed 2026-10-20
MBM Wealth Consultants, LLC
DECREASED
Shares324 from 350
Change-26 (-7%)
Value$262.7K (-$110.0K)
Filed 2026-10-20
Bauman Advisory Group, LLC
DECREASED
Shares323 from 352
Change-29 (-8%)
Value$261.7K (-$113.3K)
Filed 2026-10-29
Global Strategic Investment Solutions, LLC
INCREASED
Shares323 from 311
Change+12 (+4%)
Value$261.9K (-$69.3K)
Filed 2026-10-16
Oasis Advisors, LLC
NEW
Shares321
Change+321
Value$260.6K
Filed 2026-10-16
Horizon Financial Services, LLC
DECREASED
Shares321 from 786
Change-465 (-59%)
Value$260.3K (-$576.7K)
Filed 2026-11-04
Stevens Capital Partners
INCREASED
Shares321 from 274
Change+47 (+17%)
Value$260.3K (-$31.4K)
Filed 2026-10-29
Odyssey Capital Advisors, Inc.
DECREASED
Shares321 from 336
Change-15 (-4%)
Value$260.2K (-$97.1K)
Filed 2026-10-26
Richmond Investment Services, LLC
INCREASED
Shares321 from 318
Change+3 (+1%)
Value$260.4K (-$78.4K)
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares320 from 62
Change+258 (+416%)
Value$259.6K (+$193.3K)
Filed 2026-10-16
Outlook Wealth Advisors, LLC
DECREASED
Shares320 from 342
Change-22 (-6%)
Value$259.5K (-$104.7K)
Filed 2026-10-28
Thor Investment Management Inc
DECREASED
Shares320 from 327
Change-7 (-2%)
Value$259.5K (-$88.8K)
Filed 2026-10-13
Tuttle Capital Management, LLC
NEW
Shares318
Change+318
Value$257.8K
Filed 2026-10-21
BetterWealth, LLC
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$257.8K (-$80.8K)
Filed 2026-10-15
Curran Financial Partners, LLC
DECREASED
Shares317 from 323
Change-6 (-2%)
Value$256.8K (-$87.6K)
Filed 2026-11-04
GR Financial Group, LLC
INCREASED
Shares316 from 284
Change+32 (+11%)
Value$256.3K (-$46.7K)
Filed 2026-10-27
Sterling Manor Financial, LLC
NEW
Shares315
Change+315
Value$255.1K
Filed 2026-10-21
Gibson Capital, LLC
DECREASED
Shares315 from 4,117
Change-3,802 (-92%)
Value$255.4K (-$4.1M)
Filed 2026-10-23
Carmel Capital Partners, LLC
DECREASED
Shares315 from 324
Change-9 (-3%)
Value$255.4K (-$89.6K)
Filed 2026-11-03
Cornerstone Planning Group LLC
INCREASED
Shares315 from 311
Change+4 (+1%)
Value$251.8K (-$25.1K)
Filed 2026-10-16
WealthTrust Asset Management, LLC
INCREASED
Shares315 from 314
Change+1 (+0%)
Value$255.1K (-$79.7K)
Filed 2026-10-22
Hopwood Financial Services, Inc.
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$255.5K (-$79.9K)
Filed 2026-10-29
Members Wealth LLC
INCREASED
Shares314 from 298
Change+16 (+5%)
Value$255.5K (-$61.8K)
Filed 2026-10-20
Hoge Financial Services, LLC
INCREASED
Shares313 from 301
Change+12 (+4%)
Value$254.7K (-$65.7K)
Filed 2026-11-05
Flynn Zito Capital Management, LLC
INCREASED
Shares313 from 305
Change+8 (+3%)
Value$253.7K (-$70.9K)
Filed 2026-11-04
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares312 from 13,039
Change-12,727 (-98%)
Value$253.0K (-$13.6M)
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares311
Change+311
Value$252.2K
Filed 2026-10-19
Aufman Associates Inc
DECREASED
Shares310 from 350
Change-40 (-11%)
Value$251.3K (-$121.4K)
Filed 2026-11-04
BigSur Wealth Management LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$251.3K (-$78.8K)
Filed 2026-10-13
Instrumental Wealth, LLC
INCREASED
Shares309 from 288
Change+21 (+7%)
Value$250.3K (-$56.7K)
Filed 2026-10-20
Hill Island Financial LLC
DECREASED
Shares308 from 317
Change-9 (-3%)
Value$249.7K (-$87.9K)
Filed 2026-10-20
Tealwood Asset Management Inc
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$249.0K (-$78.0K)
Filed 2026-10-13
Madison Park Capital Advisors, LLC
NEW
Shares306
Change+306
Value$248.1K
Filed 2026-10-28
Jeter Robert S II
NEW
Shares305
Change+305
Value$235.7K
Filed 2026-10-16
Wingate Wealth Advisors, Inc.
INCREASED
Shares305 from 300
Change+5 (+2%)
Value$247.3K (-$72.2K)
Filed 2026-10-26
Matauro, LLC
INCREASED
Shares304 from 260
Change+44 (+17%)
Value$246.7K (-$30.0K)
Filed 2026-11-03
Sun Group Wealth Partners
INCREASED
Shares304 from 297
Change+7 (+2%)
Value$246.5K (-$69.8K)
Filed 2026-10-26
Winthrop Capital Management, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$246.5K (-$77.5K)
Filed 2026-11-05
PW Nova Financial Services LLC
DECREASED
Shares303 from 362
Change-59 (-16%)
Value$245.7K (-$139.8K)
Filed 2026-10-15
Stonekeep Investments, LLC
INCREASED
Shares303 from 295
Change+8 (+3%)
Value$245.6K (-$69.4K)
Filed 2026-10-15
Howard Wealth Management, LLC
DECREASED
Shares303 from 304
Change-1 (0%)
Value$246.1K (-$78.2K)
Filed 2026-10-28
Prairiewood Capital, LLC
INCREASED
Shares302 from 242
Change+60 (+25%)
Value$244.7K (-$13.5K)
Filed 2026-10-16
Blue Water Asset Management
INCREASED
Shares302 from 294
Change+8 (+3%)
Value$244.8K (-$68.2K)
Filed 2026-11-04
Investment Partners Asset Management, Inc.
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$244.9K (-$76.7K)
Filed 2026-10-09
Kondo Wealth Advisors, Inc.
DECREASED
Shares301 from 761
Change-460 (-60%)
Value$244.0K (-$566.3K)
Filed 2026-10-19
Dupree Financial Group, LLC
DECREASED
Shares300 from 313
Change-13 (-4%)
Value$243.2K (-$90.1K)
Filed 2026-10-09
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$243.0K (-$76.0K)
Filed 2026-10-27
Deltec Asset Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$243.2K (-$76.2K)
Filed 2026-10-26
C2c Wealth Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$243.2K (-$76.2K)
Filed 2026-10-20
Breachway Investments LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$243.2K (-$76.2K)
Filed 2026-10-19
S&A Financial Services, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$243.2K (-$76.2K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$242.4K (-$76.0K)
Filed 2026-10-23
Wealth Advisors Northwest LLC
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$242.4K (-$76.0K)
Filed 2026-10-29
Bear Mountain Capital, Inc.
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$217.8K (-$60.4K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
DECREASED
Shares297 from 2,196
Change-1,899 (-86%)
Value$240.9K (-$2.1M)
Filed 2026-10-26
Rakuten Securities, Inc.
DECREASED
Shares295 from 462
Change-167 (-36%)
Value$239.2K (-$252.8K)
Filed 2026-11-02
Tempus Wealth Planning, LLC
INCREASED
Shares295 from 232
Change+63 (+27%)
Value$239.2K (-$7.9K)
Filed 2026-10-14
Weinberger Asset Management, Inc
INCREASED
Shares293 from 285
Change+8 (+3%)
Value$237.5K (+$5.3K)
Filed 2026-10-28
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$237.6K (-$74.5K)
Filed 2026-11-02
Wealth Advisory Solutions, LLC
DECREASED
Shares292 from 432
Change-140 (-32%)
Value$236.8K (-$223.3K)
Filed 2026-10-20
Puff Wealth Management, LLC
INCREASED
Shares292 from 289
Change+3 (+1%)
Value$236.4K (-$71.7K)
Filed 2026-10-07
PTM Wealth Management, LLC
INCREASED
Shares292 from 291
Change+1 (+0%)
Value$251.9K (-$7.1K)
Filed 2026-10-23
LifeWealth Investments, LLC
INCREASED
Shares291 from 278
Change+13 (+5%)
Value$236.0K (-$60.1K)
Filed 2026-10-21
Post Resch Tallon Group Inc.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$235.2K (-$73.7K)
Filed 2026-10-09
Obsidian CIO, LLC
INCREASED
Shares289 from 188
Change+101 (+54%)
Value$234.5K (+$34.3K)
Filed 2026-11-05
Thrive Capital Management, LLC
INCREASED
Shares289 from 266
Change+23 (+9%)
Value$234.1K (-$48.7K)
Filed 2026-10-28
Silverleafe Capital Partners, LLC
DECREASED
Shares288 from 294
Change-6 (-2%)
Value$233.6K (-$79.0K)
Filed 2026-10-02
Kure Advisory, LLC
INCREASED
Shares288 from 286
Change+2 (+1%)
Value$233.5K (-$71.1K)
Filed 2026-10-08
WealthCare Investment Partners, LLC
INCREASED
Shares287 from 249
Change+38 (+15%)
Value$232.4K (-$32.9K)
Filed 2026-11-05
Leslie Global Wealth, LLC
DECREASED
Shares287 from 290
Change-3 (-1%)
Value$232.7K (-$76.1K)
Filed 2026-10-26
CWC Advisors, Llc.
INCREASED
Shares286 from 283
Change+3 (+1%)
Value$231.9K (-$69.5K)
Filed 2026-10-15
Opus Capital Group, LLC
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$232.0K (-$73.0K)
Filed 2026-10-30
Arcadia Wealth Management, LLC
NEW
Shares285
Change+285
Value$231.1K
Filed 2026-10-22
Rose Capital Advisors LLC
NEW
Shares285
Change+285
Value$231.6K
Filed 2026-11-04
Genesis Private Wealth, LLC
DECREASED
Shares285 from 437
Change-152 (-35%)
Value$231.1K (-$234.3K)
Filed 2026-11-02
Values First Advisors, Inc.
DECREASED
Shares285 from 290
Change-5 (-2%)
Value$231.0K (-$78.1K)
Filed 2026-10-23
Sterling Financial Planning, Inc.
DECREASED
Shares282 from 327
Change-45 (-14%)
Value$228.6K (-$119.6K)
Filed 2026-10-28
Wiser Wealth Management, Inc
INCREASED
Shares281 from 263
Change+18 (+7%)
Value$227.8K (-$52.2K)
Filed 2026-10-14
Alessandra Capital Management, LLC
DECREASED
Shares280 from 320
Change-40 (-12%)
Value$227.0K (-$113.7K)
Filed 2026-10-30
Insight Wealth Strategies, LLC
INCREASED
Shares280 from 264
Change+16 (+6%)
Value$227.4K (-$34.3K)
Filed 2026-10-09
Seed Wealth Management, Inc.
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$227.0K (-$71.2K)
Filed 2026-10-20
OFS Enterprise LLC
INCREASED
Shares279 from 277
Change+2 (+1%)
Value$226.2K (-$68.8K)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$226.2K (-$70.9K)
Filed 2026-10-21
Artesa Financial Group, LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$226.5K (-$71.0K)
Filed 2026-10-29
Prospect Financial Group LLC
DECREASED
Shares278 from 354
Change-76 (-21%)
Value$225.4K (-$151.6K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares278 from 253
Change+25 (+10%)
Value$225.3K (-$43.9K)
Filed 2026-10-14
Centennial Wealth Advisory LLC
INCREASED
Shares277 from 260
Change+17 (+7%)
Value$224.9K (-$52.1K)
Filed 2026-10-16
Corrado Advisors, LLC
NEW
Shares276
Change+276
Value$224.0K
Filed 2026-10-27
Pathway Financial Advisers, LLC
INCREASED
Shares276 from 250
Change+26 (+10%)
Value$223.8K (-$42.9K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
INCREASED
Shares276 from 251
Change+25 (+10%)
Value$224.0K (-$43.0K)
Filed 2026-10-27
Avid Wealth Partners LLC
DECREASED
Shares276 from 281
Change-5 (-2%)
Value$223.8K (-$75.5K)
Filed 2026-11-03
Directional Asset Management
DECREASED
Shares275 from 305
Change-30 (-10%)
Value$222.9K (-$101.7K)
Filed 2026-10-22
Proathlete Wealth Management LLC
INCREASED
Shares274 from 188
Change+86 (+46%)
Value$222.3K (+$21.9K)
Filed 2026-10-15
Oak Barrel Wealth Advisory LLC
INCREASED
Shares274 from 273
Change+1 (+0%)
Value$221.8K (-$68.9K)
Filed 2026-11-05
Grove Street Fiduciary, LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$222.2K (-$69.6K)
Filed 2026-10-13
Maseco LLP
INCREASED
Shares273 from 258
Change+15 (+6%)
Value$221.3K (-$53.0K)
Filed 2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$221.1K (-$70.1K)
Filed 2026-10-09
Squire Investment Management Company, LLC
NEW
Shares271
Change+271
Value$219.7K
Filed 2026-11-03
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares271 from 237
Change+34 (+14%)
Value$219.7K (-$32.7K)
Filed 2026-10-14
Clean Yield Group
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$218.9K (-$68.6K)
Filed 2026-10-28
Sculati Wealth Management, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$215.8K (-$21.8K)
Filed 2026-10-19
Legacy Advisory Services, LLC
INCREASED
Shares269 from 250
Change+19 (+8%)
Value$218.1K (-$48.1K)
Filed 2026-10-20
Sunrise Financial Services, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$218.1K (-$68.4K)
Filed 2026-10-21
Primoris Wealth Advisors, LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$215.7K (-$67.6K)
Filed 2026-10-28
BKM Wealth Management, LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$215.2K (-$67.2K)
Filed 2026-10-22
Essential Partners LLC
INCREASED
Shares264 from 193
Change+71 (+37%)
Value$214.0K (+$8.5K)
Filed 2026-10-14
Absher Wealth Management, LLC
INCREASED
Shares264 from 246
Change+18 (+7%)
Value$214.0K (-$47.9K)
Filed 2026-11-02
Bestgate Wealth Advisors, LLC
NEW
Shares263
Change+263
Value$213.2K
Filed 2026-10-13
Rockport Wealth LLC
NEW
Shares263
Change+263
Value$213.2K
Filed 2026-11-03
DLK Investment Management, LLC
NEW
Shares263
Change+263
Value$213.2K
Filed 2026-10-09
Gerber, LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$212.6K (-$66.4K)
Filed 2026-10-21
Nolet Wealth Management, LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$212.2K (-$66.5K)
Filed 2026-10-15
Detalus Advisors, LLC
INCREASED
Shares260 from 216
Change+44 (+20%)
Value$210.8K (-$19.2K)
Filed 2026-10-15
Cambridge Capital Management, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$210.9K (-$66.0K)
Filed 2026-10-19
AdviceOne Advisory Services, LLC
DECREASED
Shares259 from 260
Change-1 (0%)
Value$210.0K (-$66.5K)
Filed 2026-10-19
High Note Wealth, LLC
INCREASED
Shares258 from 211
Change+47 (+22%)
Value$209.2K (-$15.5K)
Filed 2026-10-27
Future Financial Wealth Managment LLC
DECREASED
Shares257 from 268
Change-11 (-4%)
Value$208.4K (-$31.4K)
Filed 2026-10-15
Mraz, Amerine & Associates, Inc.
INCREASED
Shares257 from 255
Change+2 (+1%)
Value$208.6K (-$63.2K)
Filed 2026-10-30
Greater Midwest Financial Group, LLC
INCREASED
Shares256 from 227
Change+29 (+13%)
Value$207.6K (-$34.1K)
Filed 2026-10-13
WPG Advisers, LLC
DECREASED
Shares255 from 267
Change-12 (-4%)
Value$206.8K (-$77.6K)
Filed 2026-10-27
Fairscale Capital, LLC
INCREASED
Shares255 from 253
Change+2 (+1%)
Value$158.8K (-$110.6K)
Filed 2026-11-04
4Wealth Advisors, Inc.
DECREASED
Shares254 from 589
Change-335 (-57%)
Value$210.4K (-$398.7K)
Filed 2026-10-13
Eagle Bay Advisors LLC
DECREASED
Shares254 from 265
Change-11 (-4%)
Value$205.9K (-$76.3K)
Filed 2026-10-16
KFG Wealth Management, LLC
INCREASED
Shares252 from 190
Change+62 (+33%)
Value$204.5K (+$2.0K)
Filed 2026-10-16
BAM Wealth Management, LLC
NEW
Shares251
Change+251
Value$203.5K
Filed 2026-10-15
Accelerate Investment Advisors LLC
DECREASED
Shares251 from 305
Change-54 (-18%)
Value$203.9K (-$121.1K)
Filed 2026-11-02
Avion Wealth
DECREASED
Shares251 from 257
Change-6 (-2%)
Value$203.0K (-$70.0K)
Filed 2026-11-04
SLT Holdings LLC
DECREASED
Shares251 from 255
Change-4 (-2%)
Value$203.5K (-$68.0K)
Filed 2026-10-15
Midwest Professional Planners, Ltd.
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$203.5K (-$63.8K)
Filed 2026-10-29
MTM Investment Management, LLC
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$203.5K (-$63.8K)
Filed 2026-10-30
Crescent Sterling, Ltd.
NEW
Shares250
Change+250
Value$202.6K
Filed 2026-10-16
15 Wealth Advisors LLC
NEW
Shares250
Change+250
Value$203.1K
Filed 2026-10-14
Bluestem Financial Advisors, LLC
INCREASED
Shares250 from 201
Change+49 (+24%)
Value$202.9K (-$10.6K)
Filed 2026-10-20
Tanglewood Wealth Management, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$202.7K (-$63.5K)
Filed 2026-10-23
St. Johns Investment Management Company, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$202.7K (-$63.5K)
Filed 2026-10-30
Lorne Steinberg Wealth Management Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$202.7K (-$63.5K)
Filed 2026-10-23
Howard Capital Management Group, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$202.7K (-$63.5K)
Filed 2026-10-16
Waycross Investment Management Co
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$202.7K (-$63.5K)
Filed 2026-10-14
Gray Private Wealth, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$202.7K (-$63.5K)
Filed 2026-10-28
Kampmann Melissa S.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$202.7K (-$63.5K)
Filed 2026-10-28
Uptown Financial Advisors LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$202.7K (-$63.5K)
Filed 2026-10-15
Horizons Wealth Management
NEW
Shares249
Change+249
Value$201.9K
Filed 2026-10-05
Tounjian Advisory Partners, LLC
INCREASED
Shares249 from 247
Change+2 (+1%)
Value$202.2K (-$60.9K)
Filed 2026-11-04
Founders Capital Management
INCREASED
Shares248 from 214
Change+34 (+16%)
Value$201.1K (-$26.8K)
Filed 2026-10-13
Elevatus Welath Management
INCREASED
Shares248 from 234
Change+14 (+6%)
Value$200.6K (-$48.8K)
Filed 2026-10-19
Vista Finance, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$201.3K (-$62.8K)
Filed 2026-10-23
Clarity Wealth Development LLC
DECREASED
Shares247 from 264
Change-17 (-6%)
Value$200.3K (-$80.5K)
Filed 2026-10-22
Weitzel Financial Services, Inc.
NEW
Shares239
Change+239
Value$203.7K
Filed 2026-10-16
Jnba Financial Advisors
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$192.2K (-$60.2K)
Filed 2026-11-03
Hughes Financial Services, LLC
DECREASED
Shares236 from 242
Change-6 (-2%)
Value$152.8K (-$104.9K)
Filed 2026-10-30
Davis Capital Management
DECREASED
Shares225 from 237
Change-12 (-5%)
Value$182.4K (-$70.0K)
Filed 2026-10-08
Bfsg, LLC
INCREASED
Shares225 from 224
Change+1 (+0%)
Value$182.4K (-$56.1K)
Filed 2026-10-30
Lynch Investment Planning, LLC
DECREASED
Shares217 from 221
Change-4 (-2%)
Value$175.7K (-$59.7K)
Filed 2026-10-27
Canton Hathaway, LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$175.9K (-$55.1K)
Filed 2026-10-23
GoalVest Advisory LLC
DECREASED
Shares214 from 225
Change-11 (-5%)
Value$173.5K (-$66.1K)
Filed 2026-10-02
Wolff Wiese Magana LLC
DECREASED
Shares211 from 218
Change-7 (-3%)
Value$171.1K (-$61.1K)
Filed 2026-10-15
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$171.2K (-$53.2K)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares209 from 136
Change+73 (+54%)
Value$169.5K (+$24.6K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
INCREASED
Shares208 from 167
Change+41 (+25%)
Value$168.6K (-$9.0K)
Filed 2026-10-07
Paladin Partners, LLC
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$167.8K (-$52.6K)
Filed 2026-10-06
Murphy & Mullick Capital Management Corp
INCREASED
Shares206 from 203
Change+3 (+1%)
Value$167.0K (-$49.2K)
Filed 2026-11-02
James T. Borello RIA
INCREASED
Shares203 from 200
Change+3 (+2%)
Value$164.6K (-$48.4K)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares202
Change+202
Value$163.6K
Filed 2026-10-27
Downshift Financial, LLC
INCREASED
Shares202 from 182
Change+20 (+11%)
Value$163.8K (-$30.0K)
Filed 2026-10-13
Horrell Capital Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$162.2K (-$50.8K)
Filed 2026-10-08
Sfam, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$158.1K (-$49.6K)
Filed 2026-11-03
Ares Financial Consulting, LLC
INCREASED
Shares193 from 158
Change+35 (+22%)
Value$156.5K (-$11.8K)
Filed 2026-10-19
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$156.4K (-$48.8K)
Filed 2026-10-14
New England Capital Financial Advisors LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$153.6K (-$48.1K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
INCREASED
Shares187 from 179
Change+8 (+4%)
Value$151.6K (-$39.0K)
Filed 2026-11-04
Bayforest Capital Ltd
DECREASED
Shares183 from 289
Change-106 (-37%)
Value$148.4K (-$159.4K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED
Shares177 from 149
Change+28 (+19%)
Value$143.6K (-$15.2K)
Filed 2026-11-02
Cdkv Holdings LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$143.5K (-$44.8K)
Filed 2026-10-28
Vima LLC
INCREASED
Shares170 from 160
Change+10 (+6%)
Value$138.0K (-$32.4K)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares167 from 105
Change+62 (+59%)
Value$135.4K (+$23.6K)
Filed 2026-10-20
CGC Financial Services, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$134.6K (-$42.2K)
Filed 2026-10-13
GK Wealth Management LLC
DECREASED
Shares163 from 245
Change-82 (-33%)
Value$131.6K (-$129.3K)
Filed 2026-10-09
Richardson Financial Services Inc.
DECREASED
Shares161 from 391
Change-230 (-59%)
Value$130.5K (-$285.8K)
Filed 2026-10-30
First Bancorp, Inc
DECREASED
Shares160 from 170
Change-10 (-6%)
Value$129.7K (-$51.3K)
Filed 2026-10-26
Compass Wealth Management LLC
NEW
Shares159
Change+159
Value$128.9K
Filed 2026-10-22
Lodestone Wealth Management LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$127.1K (-$39.8K)
Filed 2026-10-14
Clayton Financial Group LLC
DECREASED
Shares156 from 206
Change-50 (-24%)
Value$126.5K (-$92.9K)
Filed 2026-10-13
Burkett Financial Services, LLC
INCREASED
Shares153 from 130
Change+23 (+18%)
Value$124.6K (-$14.4K)
Filed 2026-10-01
Northstar Asset Management Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$111.0K (-$22.3K)
Filed 2026-10-22
KFG LLC
NEW
Shares149
Change+149
Value$120.8K
Filed 2026-11-02
RMG Wealth Management LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$104.4K (-$23.1K)
Filed 2026-10-26
One River Asset Management, LLC
NEW
Shares143
Change+143
Value$115.9K
Filed 2026-10-21
Pillar Financial Advisors, LLC
NEW
Shares143
Change+143
Value$115.9K
Filed 2026-10-21
Joseph Group Capital Management
DECREASED
Shares136 from 145
Change-9 (-6%)
Value$110.3K (-$44.1K)
Filed 2026-11-04
Syntax Research, Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$109.5K (-$34.3K)
Filed 2026-11-04
Highline Wealth Partners LLC
INCREASED
Shares134 from 93
Change+41 (+44%)
Value$108.8K (+$9.6K)
Filed 2026-10-19
United Financial Planning Group LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$109.0K (-$34.2K)
Filed 2026-11-04
North Point Portfolio Managers Corp
NEW
Shares125
Change+125
Value$101.3K
Filed 2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares125 from 1,360
Change-1,235 (-91%)
Value$101.3K (-$1.3M)
Filed 2026-10-14
Midwest Capital Advisors, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$101.7K (-$31.9K)
Filed 2026-11-04
Kimelman & Baird, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$100.5K (-$31.5K)
Filed 2026-11-03
Valued Wealth Advisors LLC
DECREASED
Shares115 from 132
Change-17 (-13%)
Value$93.6K (-$46.6K)
Filed 2026-11-05
Daytona Street Capital LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$93.6K (-$11.4K)
Filed 2026-10-15
Albion Financial Group
INCREASED
Shares107 from 100
Change+7 (+7%)
Value$87.0K (-$19.5K)
Filed 2026-10-21
Financial Management Professionals, Inc.
DECREASED
Shares104 from 106
Change-2 (-2%)
Value$84.3K (-$28.6K)
Filed 2026-10-23
Spurstone Advisory Services, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$82.6K (-$16.5K)
Filed 2026-11-02
Beacon Financial Strategies Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$81.1K (-$25.4K)
Filed 2026-10-14
Advocate Investing Services LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$81.1K (-$25.4K)
Filed 2026-10-26
Catherine Avery Investment Management LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$77.8K (-$24.4K)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
DECREASED
Shares94 from 105
Change-11 (-10%)
Value$76.3K (-$35.6K)
Filed 2026-11-02
Retirement Wealth Solutions LLC
INCREASED
Shares94 from 89
Change+5 (+6%)
Value$75.9K (-$18.4K)
Filed 2026-10-07
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$71.4K (-$22.4K)
Filed 2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$71.1K (-$22.3K)
Filed 2026-10-23
Thompson Investment Management, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$60.8K (-$19.1K)
Filed 2026-10-14
USA Financial Formulas
NEW
Shares74
Change+74
Value$60.0K
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares74 from 77
Change-3 (-4%)
Value$60.3K (-$22.1K)
Filed 2026-10-16
Sellwood Investment Partners LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$60.0K (-$18.8K)
Filed 2026-11-03
Dorato Capital Management
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$58.6K (-$10.0K)
Filed 2026-10-08
Covestor Ltd
DECREASED
Shares71 from 117
Change-46 (-39%)
Value$58.0K (-$67.0K)
Filed 2026-10-30
Activest Wealth Management
DECREASED
Shares68 from 70
Change-2 (-3%)
Value$55.1K (-$19.4K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED
Shares67 from 567
Change-500 (-88%)
Value$54.3K (-$549.5K)
Filed 2026-11-03
Marquette Asset Management, LLC
DECREASED
Shares67 from 72
Change-5 (-7%)
Value$54.3K (-$22.4K)
Filed 2026-10-09
1620 Investment Advisors, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$53.5K (-$16.8K)
Filed 2026-11-04
Manitou Investment Management Ltd.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$52.7K (-$16.5K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
DECREASED
Shares64 from 69
Change-5 (-7%)
Value$51.9K (-$21.6K)
Filed 2026-10-28
Bare Financial Services, Inc
DECREASED
Shares62 from 67
Change-5 (-7%)
Value$50.3K (-$21.1K)
Filed 2026-11-04
Monetary Solutions, Ltd
INCREASED
Shares62 from 61
Change+1 (+2%)
Value$50.5K (-$14.8K)
Filed 2026-10-22
Planning Strategies Inc.
INCREASED
Shares61 from 58
Change+3 (+5%)
Value$49.5K (-$12.3K)
Filed 2026-10-02
American Capital Advisory, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$48.1K (-$15.1K)
Filed 2026-10-28
Birch Financial Group, LLC
NEW
Shares58
Change+58
Value$46.7K
Filed 2026-10-27
Wealth Analytics Partners, LLC
NEW
Shares56
Change+56
Value$45.4K
Filed 2026-10-19
Cedar Mountain Advisors, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$43.5K (-$13.6K)
Filed 2026-10-15
TFC Financial Management, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$43.9K (-$13.8K)
Filed 2026-10-26
Mascoma Wealth Management LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$41.4K (-$13.0K)
Filed 2026-10-23
Aspect Partners, LLC
DECREASED
Shares47 from 52
Change-5 (-10%)
Value$38.1K (-$17.3K)
Filed 2026-10-20
Steph & Co
INCREASED
Shares45 from 41
Change+4 (+10%)
Value$36.5K (-$7.2K)
Filed 2026-10-07
Align Financial, LLC
INCREASED
Shares43 from 36
Change+7 (+19%)
Value$34.9K (-$3.5K)
Filed 2026-10-16
Chapman Financial Group, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$34.1K (-$10.7K)
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$33.2K (-$10.4K)
Filed 2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$32.4K (-$10.2K)
Filed 2026-11-03
Tsfg, LLC
DECREASED
Shares38 from 289
Change-251 (-87%)
Value$31.0K (-$276.0K)
Filed 2026-10-23
Evolution Wealth Management Inc.
DECREASED
Shares38 from 73
Change-35 (-48%)
Value$30.8K (-$46.9K)
Filed 2026-10-28
PFS Partners, LLC
INCREASED
Shares37 from 2
Change+35 (+1750%)
Value$30.0K (+$27.9K)
Filed 2026-10-21
Matrix Trust Co
INCREASED
Shares37 from 31
Change+6 (+19%)
Value$30.0K (-$3.0K)
Filed 2026-10-07
DecisionPoint Financial, LLC
DECREASED
Shares37 from 39
Change-2 (-5%)
Value$30.6K (-$8.1K)
Filed 2026-10-27
LAM Group, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$30.0K (-$9.4K)
Filed 2026-10-26
Your Advocates Ltd., LLP
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$28.4K (-$8.9K)
Filed 2026-11-03
Strengthening Families & Communities, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$27.8K (-$8.7K)
Filed 2026-10-21
Peterson Wealth Services
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$26.0K (-$8.1K)
Filed 2026-10-26
Fairway Wealth LLC
INCREASED
Shares30 from 12
Change+18 (+150%)
Value$24.3K (+$11.5K)
Filed 2026-10-30
Fiduciary Advisors, Inc.
INCREASED
Shares29 from 10
Change+19 (+190%)
Value$23.5K (+$12.9K)
Filed 2026-10-16
Carolina Wealth Advisors, LLC
INCREASED
Shares28 from 26
Change+2 (+8%)
Value$22.7K (-$5.0K)
Filed 2026-10-23
Ironwood Wealth Management, Inc.
NEW
Shares27
Change+27
Value$21.5K
Filed 2026-10-14
Breakwater Investment Management
INCREASED
Shares26 from 24
Change+2 (+8%)
Value$21.1K (-$4.5K)
Filed 2026-10-20
StrongBox Wealth, LLC
NEW
Shares25
Change+25
Value$20.3K
Filed 2026-11-02
Noble Wealth Management PBC
DECREASED
Shares25 from 32
Change-7 (-22%)
Value$20.3K (-$13.8K)
Filed 2026-10-01
Elevated Capital Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$17.8K (-$5.6K)
Filed 2026-11-04
Banque de Luxembourg S.A.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$17.8K (-$5.6K)
Filed 2026-10-14
Vision Financial Markets LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$16.8K (-$3.4K)
Filed 2026-10-22
Blume Capital Management, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$16.2K (-$5.1K)
Filed 2026-10-26
Lipe & Dalton
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$15 (-$5)
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
DECREASED
Shares16 from 838
Change-822 (-98%)
Value$13.0K (-$879.4K)
Filed 2026-10-29
Alta Capital Management LLC/
NEW
Shares15
Change+15
Value$12.2K
Filed 2026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$11.4K (-$3.6K)
Filed 2026-10-07
Three Bridge Wealth Advisors, LLC
NEW
Shares13
Change+13
Value$10.5K
Filed 2026-11-05
Holos Integrated Wealth LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$9.4K (-$2.8K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
INCREASED
Shares10 from 8
Change+2 (+25%)
Value$8.1K (-$412)
Filed 2026-10-09
PayPay Securities Corp
DECREASED
Shares10 from 12
Change-2 (-17%)
Value$8.1K (-$4.7K)
Filed 2026-10-27
Curat Global, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$8.1K (-$2.5K)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
NEW
Shares9
Change+9
Value$7.3K
Filed 2026-11-03
Strategic Advocates LLC
DECREASED
Shares9 from 11
Change-2 (-18%)
Value$7.3K (-$4.4K)
Filed 2026-11-03
Cornerstone National Bank & Trust Co
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$7.4K (-$1.5K)
Filed 2026-10-20
McCarley & Cook Financial Planners
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$7.3K (-$2.3K)
Filed 2026-10-21
CrossGen Wealth, LLC
NEW
Shares7
Change+7
Value$5.7K
Filed 2026-10-30
High Point Wealth Management, LLC
NEW
Shares5
Change+5
Value$4.1K
Filed 2026-11-05
Transce3nd, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.7K (-$1.1K)
Filed 2026-10-26
Torren Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$4.2K (-$1.3K)
Filed 2026-10-29
Navigoe, LLC
DECREASED
Shares4 from 6
Change-2 (-33%)
Value$3 (-$3)
Filed 2026-11-04
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.2K (-$1.0K)
Filed 2026-10-16
William B. Walkup & Associates, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.2K (-$1.0K)
Filed 2026-11-05
Phillip James Consulting Co.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.2K (-$1.0K)
Filed 2026-11-03
Redwood Park Advisors LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.4K (-$762)
Filed 2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares2
Change+2
Value$2
Filed 2026-10-14
Kings Path Partners LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.6K (-$508)
Filed 2026-10-21
NorthAvenue LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.6K (-$508)
Filed 2026-10-29
Montgomery Financial Services LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.6K (-$508)
Filed 2026-11-03
3 Factor Indexing, LLC
DECREASED
Shares1 from 267
Change-266 (-100%)
Value$811 (-$283.5K)
Filed 2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$811 (-$254)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$41
Filed 2026-11-02
ASR Vermogensbeheer N.V.
CLOSED
Shares0 from 61,741
Change-61,741 (-100%)
Value$0 (-$65.7M)
Filed 2026-10-16
Nippon Life Global Investors Americas, Inc.
CLOSED
Shares0 from 54,360
Change-54,360 (-100%)
Value$0 (-$57.9M)
Filed 2026-10-29
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 16,054
Change-16,054 (-100%)
Value$0 (-$17.1M)
Filed 2026-10-15
GFS Advisors, LLC
CLOSED
Shares0 from 13,350
Change-13,350 (-100%)
Value$0 (-$68.2K)
Filed 2026-11-03
HWG Holdings LP
CLOSED
Shares0 from 9,989
Change-9,989 (-100%)
Value$0 (-$10.6M)
Filed 2026-10-08
Wellington Shields & Co., LLC
CLOSED
Shares0 from 9,907
Change-9,907 (-100%)
Value$0 (-$10.5M)
Filed 2026-11-03
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 9,700
Change-9,700 (-100%)
Value$0 (-$10.3M)
Filed 2026-11-04
Genus Capital Management Inc.
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$8.5M)
Filed 2026-11-04
Fruth Investment Management
CLOSED
Shares0 from 7,188
Change-7,188 (-100%)
Value$0 (-$7.7M)
Filed 2026-10-13
Fisher Funds Management LTD
CLOSED
Shares0 from 6,023
Change-6,023 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-13
Parametrica Management Ltd
CLOSED
Shares0 from 5,400
Change-5,400 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-27
Check Capital Management Inc
CLOSED
Shares0 from 3,434
Change-3,434 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-05
Dara Capital US, Inc.
CLOSED
Shares0 from 2,440
Change-2,440 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-29
Waycross Partners, LLC
CLOSED
Shares0 from 1,550
Change-1,550 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
Sanchez Wealth Management Group
CLOSED
Shares0 from 1,442
Change-1,442 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
WealthCare Asset Management, LLC
CLOSED
Shares0 from 1,440
Change-1,440 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-26
Blankinship & Foster, LLC
CLOSED
Shares0 from 1,426
Change-1,426 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-19
Leonteq Securities AG
CLOSED
Shares0 from 1,345
Change-1,345 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-29
Fractal Investments LLC
CLOSED
Shares0 from 1,342
Change-1,342 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-28
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 1,051
Change-1,051 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-26
Donoghue Forlines LLC
CLOSED
Shares0 from 1,029
Change-1,029 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
U S Global Investors Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-22
Laurion Capital Management LP
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-30
Lake Hills Wealth Management, LLC
CLOSED
Shares0 from 927
Change-927 (-100%)
Value$0 (-$987.2K)
Filed 2026-10-07
Johnson Financial Group, LLC
CLOSED
Shares0 from 919
Change-919 (-100%)
Value$0 (-$978.6K)
Filed 2026-11-03
WBI Investments, LLC
CLOSED
Shares0 from 796
Change-796 (-100%)
Value$0 (-$847.8K)
Filed 2026-11-05
PCG Asset Management, LLC
CLOSED
Shares0 from 762
Change-762 (-100%)
Value$0 (-$811.5K)
Filed 2026-11-05
FNY Investment Advisers, LLC
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$798.0K)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 724
Change-724 (-100%)
Value$0 (-$771.0K)
Filed 2026-10-27
OMC Financial Services LTD
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$596.3K)
Filed 2026-10-19
Simplify Asset Management Inc.
CLOSED
Shares0 from 558
Change-558 (-100%)
Value$0 (-$594.2K)
Filed 2026-10-27
Accuvest Global Advisors
CLOSED
Shares0 from 552
Change-552 (-100%)
Value$0 (-$588.0K)
Filed 2026-11-04
Saxon Interests, Inc.
CLOSED
Shares0 from 531
Change-531 (-100%)
Value$0 (-$565.5K)
Filed 2026-10-26
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 527
Change-527 (-100%)
Value$0 (-$561.2K)
Filed 2026-10-09
Chung Wu Investment Group, LLC
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$553.7K)
Filed 2026-11-03
Brick & Kyle, Associates
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$349.0K)
Filed 2026-11-05
Lincoln Capital Corp
CLOSED
Shares0 from 474
Change-474 (-100%)
Value$0 (-$504.8K)
Filed 2026-10-13
Destiny Wealth Partners, LLC
CLOSED
Shares0 from 472
Change-472 (-100%)
Value$0 (-$384.6K)
Filed 2026-11-05
Steinberganna Wealth Management
CLOSED
Shares0 from 471
Change-471 (-100%)
Value$0 (-$501.6K)
Filed 2026-10-23
Stonehaven Wealth & TAX Solutions, LLC
CLOSED
Shares0 from 448
Change-448 (-100%)
Value$0 (-$477.1K)
Filed 2026-10-22
Hibernia Wealth Partners, LLC
CLOSED
Shares0 from 432
Change-432 (-100%)
Value$0 (-$459.7K)
Filed 2026-10-29
Tabr Capital Management, LLC
CLOSED
Shares0 from 419
Change-419 (-100%)
Value$0 (-$445.9K)
Filed 2026-10-20
Pavion Blue Capital, LLC
CLOSED
Shares0 from 403
Change-403 (-100%)
Value$0 (-$429.2K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 398
Change-398 (-100%)
Value$0 (-$423.8K)
Filed 2026-10-13
Lane Brothers & Co Inc
CLOSED
Shares0 from 365
Change-365 (-100%)
Value$0 (-$388.7K)
Filed 2026-11-02
One Wealth Capital Management, LLC
CLOSED
Shares0 from 353
Change-353 (-100%)
Value$0 (-$375.9K)
Filed 2026-10-23
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$367.3K)
Filed 2026-11-05
Stewardship Advisors, LLC
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$351.4K)
Filed 2026-10-20
WP Advisors, LLC
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$345.8K)
Filed 2026-10-22
Triton Wealth Management, Pllc
CLOSED
Shares0 from 316
Change-316 (-100%)
Value$0 (-$300.0K)
Filed 2026-11-04
RIA Advisory Group LLC
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$333.2K)
Filed 2026-10-15
GFG Capital, LLC
CLOSED
Shares0 from 310
Change-310 (-100%)
Value$0 (-$330.0K)
Filed 2026-10-16
Mccarter Private Wealth Services LLC
CLOSED
Shares0 from 298
Change-298 (-100%)
Value$0 (-$317.3K)
Filed 2026-10-22
John G Ullman & Associates Inc
CLOSED
Shares0 from 294
Change-294 (-100%)
Value$0 (-$313.1K)
Filed 2026-11-04
Martin Capital Partners, LLC
CLOSED
Shares0 from 294
Change-294 (-100%)
Value$0 (-$313.1K)
Filed 2026-10-07
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$307.8K)
Filed 2026-11-03
Sagace Wealth Management LLC
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$303.5K)
Filed 2026-10-28
IFG Advisors, LLC
CLOSED
Shares0 from 282
Change-282 (-100%)
Value$0 (-$300.3K)
Filed 2026-10-15
Old Peak Finance LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$292.8K)
Filed 2026-11-02
Serenity Investment Advisors
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-30
Global View Capital Management LLC
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$289.7K)
Filed 2026-10-28
Pennsylvania Capital Management Inc
CLOSED
Shares0 from 267
Change-267 (-100%)
Value$0 (-$284.3K)
Filed 2026-11-05
RiverTree Advisors, LLC
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$280.1K)
Filed 2026-10-13
Navigation Group, LLC
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$280.3K)
Filed 2026-10-28
Steel Grove Capital Advisors, LLC
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$272.6K)
Filed 2026-10-13
Crescent Grove Advisors, LLC
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$273.1K)
Filed 2026-10-21
Philip James Wealth Mangement, LLC
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$273.0K)
Filed 2026-10-27
Strategic Point Investment Advisors, LLC
CLOSED
Shares0 from 254
Change-254 (-100%)
Value$0 (-$270.5K)
Filed 2026-10-29
Northcape Wealth Management, LLC
CLOSED
Shares0 from 248
Change-248 (-100%)
Value$0 (-$264.1K)
Filed 2026-11-04
Dillon & Associates Inc
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$262.0K)
Filed 2026-10-22
Briggs Wealth Management, Inc
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$262.0K)
Filed 2026-10-26
Englebert Financial Advisers, LLC
CLOSED
Shares0 from 243
Change-243 (-100%)
Value$0 (-$258.8K)
Filed 2026-10-20
Samalin Investment Counsel, LLC
CLOSED
Shares0 from 242
Change-242 (-100%)
Value$0 (-$257.8K)
Filed 2026-10-23
CapWealth Advisors, LLC
CLOSED
Shares0 from 242
Change-242 (-100%)
Value$0 (-$257.7K)
Filed 2026-10-05
Joel Adams & Associates, Inc.
CLOSED
Shares0 from 241
Change-241 (-100%)
Value$0 (-$256.6K)
Filed 2026-11-02
Wallington Asset Management, LLC
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$255.6K)
Filed 2026-11-04
Walled Lake Planning & Wealth Management, LLC
CLOSED
Shares0 from 239
Change-239 (-100%)
Value$0 (-$254.4K)
Filed 2026-10-29
Provident Wealth Management, LLC
CLOSED
Shares0 from 239
Change-239 (-100%)
Value$0 (-$254.5K)
Filed 2026-10-20
Dedeker Financial LLC
CLOSED
Shares0 from 238
Change-238 (-100%)
Value$0 (-$253.4K)
Filed 2026-10-23
Financial Planning Navigators Corp
CLOSED
Shares0 from 237
Change-237 (-100%)
Value$0 (-$252.4K)
Filed 2026-10-14
Salus Financial Advisors, LLC
CLOSED
Shares0 from 237
Change-237 (-100%)
Value$0 (-$252.4K)
Filed 2026-10-20
McClarren Financial Advisors, Inc.
CLOSED
Shares0 from 236
Change-236 (-100%)
Value$0 (-$251.3K)
Filed 2026-10-15
Davis-Rea Ltd.
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$250.3K)
Filed 2026-10-13
Palatine Hill Wealth Management, LLC
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$250.3K)
Filed 2026-11-03
Strategic Family Wealth Counselors, L.L.C.
CLOSED
Shares0 from 234
Change-234 (-100%)
Value$0 (-$249.2K)
Filed 2026-10-29
Liberty Capital Management, Inc.
CLOSED
Shares0 from 233
Change-233 (-100%)
Value$0 (-$248.1K)
Filed 2026-11-02
Arta Finance Wealth Management LLC
CLOSED
Shares0 from 233
Change-233 (-100%)
Value$0 (-$248.1K)
Filed 2026-10-28
Scarborough Advisors, LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-16
Randolph Co Inc
CLOSED
Shares0 from 231
Change-231 (-100%)
Value$0 (-$246.0K)
Filed 2026-10-23
Maltin Wealth Management, Inc.
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$245.0K)
Filed 2026-10-13
Reicon Wealth Advisors, LLC
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$244.9K)
Filed 2026-11-04
Chronos Wealth Management, LLC
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$244.9K)
Filed 2026-10-20
Hummer Financial Advisory Services Inc
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$244.9K)
Filed 2026-10-09
Midwest Financial Network, LLC
CLOSED
Shares0 from 229
Change-229 (-100%)
Value$0 (-$243.9K)
Filed 2026-10-13
GenWealth Group, Inc.
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$239.6K)
Filed 2026-10-16
Foundation Wealth Management, Llc\pa
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$239.2K)
Filed 2026-10-14
Tred Avon Family Wealth, LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$239.9K)
Filed 2026-10-20
Helium Advisors LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$239.4K)
Filed 2026-10-23
Citrine Capital LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$239.6K)
Filed 2026-10-14
Wealthcare Capital Management LLC
CLOSED
Shares0 from 224
Change-224 (-100%)
Value$0 (-$238.5K)
Filed 2026-10-21
Financial Symmetry Inc
CLOSED
Shares0 from 223
Change-223 (-100%)
Value$0 (-$237.5K)
Filed 2026-10-06
Lee Financial Co
CLOSED
Shares0 from 222
Change-222 (-100%)
Value$0 (-$236.4K)
Filed 2026-10-16
ERn Financial, LLC
CLOSED
Shares0 from 221
Change-221 (-100%)
Value$0 (-$235.3K)
Filed 2026-10-28
Sidoxia Capital Management, LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$234.3K)
Filed 2026-10-28
Financial Advisory Corp
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$234.4K)
Filed 2026-10-14
Trademark Financial Management, LLC
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$233.2K)
Filed 2026-10-23
Sound Stewardship, LLC
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$232.6K)
Filed 2026-10-14
Pacific Asset Management, LLC
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$232.6K)
Filed 2026-10-15
Chris Bulman Inc
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$231.1K)
Filed 2026-10-20
Mattern Capital Management, LLC
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$231.1K)
Filed 2026-11-02
Clark & Stuart, Inc
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$230.0K)
Filed 2026-10-14
LiftPoint Family Wealth Advisors LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$230.0K)
Filed 2026-11-03
Coquina Private Wealth LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$230.0K)
Filed 2026-10-27
Salvus Wealth Management, LLC
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-13
Life Planning Partners, Inc
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-28
Collective Family Office LLC
CLOSED
Shares0 from 214
Change-214 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-05
Fearless Solutions, LLC dba Best Invest
CLOSED
Shares0 from 214
Change-214 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-14
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 213
Change-213 (-100%)
Value$0 (-$227.1K)
Filed 2026-10-23
Corepath Wealth Partners LLC
CLOSED
Shares0 from 213
Change-213 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-21
Berman McAleer LLC
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$224.7K)
Filed 2026-10-16
Urban Wealth Management, LLC
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$224.7K)
Filed 2026-10-21
Evergreen Advisors, LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$224.1K)
Filed 2026-10-28
Lee, Kelleher & Klein Wealth Management
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$222.6K)
Filed 2026-10-08
Triune Financial Partners, LLC
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$221.5K)
Filed 2026-11-03
SFE Investment Counsel
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$221.1K)
Filed 2026-10-29
Basso Capital Management, L.P.
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$221.5K)
Filed 2026-10-30
Mcrae Capital Management Inc
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-15
ASL Financial, LLC
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-15
Endeavor Private Wealth, Inc.
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$219.5K)
Filed 2026-11-05
New Covenant Trust Company, N.A.
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$218.3K)
Filed 2026-10-08
Eagle Strategies LLC
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$218.2K)
Filed 2026-10-16
Neumann Capital Management, LLC
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-15
Blue Fin Capital, Inc.
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-28
Penney Financial, LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$214.7K)
Filed 2026-10-20
Seros Financial, LLC
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-21
Sonata Capital Group Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-16
TriaGen Wealth Management LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-14
Sentinel Advisory Group, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-20
Lawson Kroeker Investment Management Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-22
NBZ Investment Advisors LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-30
J.M. Arbour, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$213.4K)
Filed 2026-11-05
Flagstone Financial Management
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$213.0K)
Filed 2026-11-05
Single Point Partners, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-19
Farrow Financial, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-30
Ballast Rock Private Wealth LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-26
Crumly & Associates Inc.
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$211.9K)
Filed 2026-10-07
FWG Investments, Llc.
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$210.2K)
Filed 2026-11-03
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-13
Johnson & White Wealth Management, LLC
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$208.7K)
Filed 2026-11-03
Cornerstone Wealth Advisors, Inc.
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-16
True Blue Financial, LLC
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-15
Sprinkle Financial Consultants LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-09
Riverwater Partners LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$207.7K)
Filed 2026-11-03
Morling Financial Advisors, LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-28
Continuum Wealth Advisors, LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-20
Snider Financial Group
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-16
Elevated Financial Group LLC
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-16
J2 Capital Management Inc
CLOSED
Shares0 from 192
Change-192 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-19
Ddfg, Inc
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-15
Stage Harbor Financial, LLC
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$203.4K)
Filed 2026-11-03
Willis Johnson Wealth, Inc.
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$202.8K)
Filed 2026-11-03
PUREfi Wealth, LLC
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-19
Gutierrez Wealth Advisory, LLC
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$202.5K)
Filed 2026-11-02
Sage Capital Management, LLC
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$154.4K)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 124
Change-124 (-100%)
Value$0 (-$132.9K)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$130.8K)
Filed 2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$114.0K)
Filed 2026-10-29
Evergreen Private Wealth LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$110.8K)
Filed 2026-10-30
Summit Securities Group LLC
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$93.7K)
Filed 2026-11-05
Ramsey Quantitative Systems
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$47.9K)
Filed 2026-10-22
Gill Capital Partners, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$42.6K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$41.5K)
Filed 2026-10-23
Decker Retirement Planning Inc.
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$28.8K)
Filed 2026-10-19
Islay Capital Management, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-20
Whipplewood Advisors, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-20
Blue Line Capital, LLC / IL
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$5.3K)
Filed 2026-11-04
Prudent Man Advisors, LLC
UNCHANGED
Shares0 from 0
Change0
Value$550.8K (-$172.6K)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.3M (-$232.1K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 37,991,505
Change-37,991,505 (-100%)
Value—
State Street Corp
N/A
Shares— from 34,392,316
Change-34,392,316 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 30,077,764
Change-30,077,764 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 14,509,304
Change-14,509,304 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 12,026,244
Change-12,026,244 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 11,175,493
Change-11,175,493 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 9,942,521
Change-9,942,521 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,504,426
Change-7,504,426 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,325,731
Change-7,325,731 (-100%)
Value—
Gates Foundation Trust
N/A
Shares— from 6,353,614
Change-6,353,614 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 6,171,628
Change-6,171,628 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,781,969
Change-5,781,969 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,664,155
Change-5,664,155 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,463,565
Change-5,463,565 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,570,493
Change-3,570,493 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,322,782
Change-3,322,782 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,284,093
Change-3,284,093 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,153,638
Change-3,153,638 (-100%)
Value—
Capital World Investors
N/A
Shares— from 3,060,432
Change-3,060,432 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,645,238
Change-2,645,238 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,613,814
Change-2,613,814 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,600,359
Change-2,600,359 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,252,264
Change-2,252,264 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 2,198,729
Change-2,198,729 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,118,690
Change-2,118,690 (-100%)
Value—
Amundi
N/A
Shares— from 2,062,345
Change-2,062,345 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,748,257
Change-1,748,257 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,700,215
Change-1,700,215 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,450,769
Change-1,450,769 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,377,043
Change-1,377,043 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,364,014
Change-1,364,014 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,312,380
Change-1,312,380 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 1,197,856
Change-1,197,856 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,182,150
Change-1,182,150 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,144,800
Change-1,144,800 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,055,701
Change-1,055,701 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,010,122
Change-1,010,122 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 993,341
Change-993,341 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 965,570
Change-965,570 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 940,436
Change-940,436 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 934,284
Change-934,284 (-100%)
Value—
Barclays PLC
N/A
Shares— from 917,019
Change-917,019 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 907,030
Change-907,030 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 876,982
Change-876,982 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 871,700
Change-871,700 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 843,713
Change-843,713 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 834,999
Change-834,999 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 814,357
Change-814,357 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 810,361
Change-810,361 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 714,120
Change-714,120 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 701,786
Change-701,786 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 685,740
Change-685,740 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 591,099
Change-591,099 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 577,808
Change-577,808 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 564,930
Change-564,930 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 546,048
Change-546,048 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 538,696
Change-538,696 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 527,804
Change-527,804 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 526,085
Change-526,085 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 512,935
Change-512,935 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 511,515
Change-511,515 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 505,020
Change-505,020 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 501,053
Change-501,053 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 481,112
Change-481,112 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 454,925
Change-454,925 (-100%)
Value—
Aviva PLC
N/A
Shares— from 425,977
Change-425,977 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 415,152
Change-415,152 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 390,457
Change-390,457 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 382,287
Change-382,287 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 370,141
Change-370,141 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 367,704
Change-367,704 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 361,458
Change-361,458 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 358,789
Change-358,789 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 355,861
Change-355,861 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 350,774
Change-350,774 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 337,463
Change-337,463 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 336,898
Change-336,898 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 324,751
Change-324,751 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 310,135
Change-310,135 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 308,771
Change-308,771 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 307,274
Change-307,274 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 306,110
Change-306,110 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 300,443
Change-300,443 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 298,639
Change-298,639 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 294,412
Change-294,412 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 292,059
Change-292,059 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 290,919
Change-290,919 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 285,444
Change-285,444 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 285,159
Change-285,159 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 284,923
Change-284,923 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 281,908
Change-281,908 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 279,238
Change-279,238 (-100%)
Value—
Commerce Bank
N/A
Shares— from 270,388
Change-270,388 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 264,718
Change-264,718 (-100%)
Value—
FIL Ltd
N/A
Shares— from 264,010
Change-264,010 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 256,848
Change-256,848 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 254,402
Change-254,402 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 252,162
Change-252,162 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 248,082
Change-248,082 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 244,864
Change-244,864 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 244,746
Change-244,746 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 243,317
Change-243,317 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 242,726
Change-242,726 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 236,355
Change-236,355 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 235,664
Change-235,664 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 234,892
Change-234,892 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 234,170
Change-234,170 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 228,796
Change-228,796 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 227,255
Change-227,255 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 226,408
Change-226,408 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 222,477
Change-222,477 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 212,215
Change-212,215 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 211,108
Change-211,108 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 207,500
Change-207,500 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 207,310
Change-207,310 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 205,152
Change-205,152 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 199,374
Change-199,374 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 196,206
Change-196,206 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 194,962
Change-194,962 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 193,657
Change-193,657 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 189,616
Change-189,616 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 189,582
Change-189,582 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 189,337
Change-189,337 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 188,272
Change-188,272 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 180,921
Change-180,921 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 180,688
Change-180,688 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 179,790
Change-179,790 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 179,718
Change-179,718 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 176,008
Change-176,008 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 174,620
Change-174,620 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 171,574
Change-171,574 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 171,332
Change-171,332 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 167,175
Change-167,175 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 161,547
Change-161,547 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 161,321
Change-161,321 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 156,246
Change-156,246 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 154,020
Change-154,020 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 152,708
Change-152,708 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 144,911
Change-144,911 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 140,484
Change-140,484 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 139,794
Change-139,794 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 138,646
Change-138,646 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 136,412
Change-136,412 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 134,492
Change-134,492 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 134,132
Change-134,132 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 133,742
Change-133,742 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 132,993
Change-132,993 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 127,025
Change-127,025 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 126,876
Change-126,876 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 124,461
Change-124,461 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 124,100
Change-124,100 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 123,693
Change-123,693 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 123,114
Change-123,114 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 122,579
Change-122,579 (-100%)
Value—
Blair William & Co
N/A
Shares— from 121,522
Change-121,522 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 120,838
Change-120,838 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 119,896
Change-119,896 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 119,462
Change-119,462 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 119,098
Change-119,098 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 114,114
Change-114,114 (-100%)
Value—
&partners
N/A
Shares— from 110,167
Change-110,167 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 109,244
Change-109,244 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 108,049
Change-108,049 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 105,101
Change-105,101 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 104,146
Change-104,146 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 101,595
Change-101,595 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 100,822
Change-100,822 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 100,798
Change-100,798 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 99,679
Change-99,679 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 98,218
Change-98,218 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 97,286
Change-97,286 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 96,807
Change-96,807 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 96,182
Change-96,182 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 95,344
Change-95,344 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 94,652
Change-94,652 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 94,324
Change-94,324 (-100%)
Value—
S&CO Inc
N/A
Shares— from 94,076
Change-94,076 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 93,536
Change-93,536 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 91,417
Change-91,417 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 90,941
Change-90,941 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 90,687
Change-90,687 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 86,006
Change-86,006 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 85,858
Change-85,858 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 84,762
Change-84,762 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 84,327
Change-84,327 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 83,172
Change-83,172 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 82,481
Change-82,481 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 79,655
Change-79,655 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 79,281
Change-79,281 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 77,286
Change-77,286 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 76,480
Change-76,480 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 75,042
Change-75,042 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 74,176
Change-74,176 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 74,116
Change-74,116 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 72,272
Change-72,272 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 69,783
Change-69,783 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 69,299
Change-69,299 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 68,969
Change-68,969 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 68,734
Change-68,734 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 68,433
Change-68,433 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 68,246
Change-68,246 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 68,125
Change-68,125 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 67,574
Change-67,574 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 67,255
Change-67,255 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 65,500
Change-65,500 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 65,219
Change-65,219 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 65,076
Change-65,076 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 64,086
Change-64,086 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 63,656
Change-63,656 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 63,204
Change-63,204 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 62,605
Change-62,605 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 61,759
Change-61,759 (-100%)
Value—
Ossiam
N/A
Shares— from 61,630
Change-61,630 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 60,087
Change-60,087 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 59,500
Change-59,500 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 58,020
Change-58,020 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 57,923
Change-57,923 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 57,226
Change-57,226 (-100%)
Value—
Stephens Inc
N/A
Shares— from 56,857
Change-56,857 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 56,805
Change-56,805 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 56,034
Change-56,034 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 56,008
Change-56,008 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 56,006
Change-56,006 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 55,840
Change-55,840 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 55,734
Change-55,734 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 55,707
Change-55,707 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 54,182
Change-54,182 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 53,594
Change-53,594 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 51,689
Change-51,689 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 50,496
Change-50,496 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 50,195
Change-50,195 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 49,781
Change-49,781 (-100%)
Value—
Allstate Corp
N/A
Shares— from 49,013
Change-49,013 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 48,985
Change-48,985 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 48,161
Change-48,161 (-100%)
Value—
Natixis
N/A
Shares— from 47,798
Change-47,798 (-100%)
Value—
CTC LLC
N/A
Shares— from 47,638
Change-47,638 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 47,405
Change-47,405 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 47,042
Change-47,042 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 46,029
Change-46,029 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 45,132
Change-45,132 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 45,019
Change-45,019 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 44,911
Change-44,911 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 44,737
Change-44,737 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 44,175
Change-44,175 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 43,761
Change-43,761 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 42,605
Change-42,605 (-100%)
Value—
LBP AM SA
N/A
Shares— from 42,175
Change-42,175 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 42,119
Change-42,119 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 41,962
Change-41,962 (-100%)
Value—
ING Groep NV
N/A
Shares— from 41,292
Change-41,292 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 40,635
Change-40,635 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 40,488
Change-40,488 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 40,469
Change-40,469 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 40,416
Change-40,416 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 40,314
Change-40,314 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 39,839
Change-39,839 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 39,578
Change-39,578 (-100%)
Value—
Minneapolis Portfolio Management Group, LLC
N/A
Shares— from 39,506
Change-39,506 (-100%)
Value—
Dodge & COX
N/A
Shares— from 39,404
Change-39,404 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 39,240
Change-39,240 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 39,037
Change-39,037 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 38,575
Change-38,575 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 37,977
Change-37,977 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 37,710
Change-37,710 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 37,003
Change-37,003 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 36,669
Change-36,669 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 36,548
Change-36,548 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 36,447
Change-36,447 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 36,253
Change-36,253 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 36,059
Change-36,059 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 35,646
Change-35,646 (-100%)
Value—
Allianz SE
N/A
Shares— from 35,209
Change-35,209 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 34,715
Change-34,715 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 33,517
Change-33,517 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 33,278
Change-33,278 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 32,800
Change-32,800 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 32,691
Change-32,691 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 32,644
Change-32,644 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 32,129
Change-32,129 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 31,375
Change-31,375 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 30,915
Change-30,915 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 30,577
Change-30,577 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 30,465
Change-30,465 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 30,372
Change-30,372 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 29,344
Change-29,344 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 29,232
Change-29,232 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 28,960
Change-28,960 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 28,618
Change-28,618 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 28,498
Change-28,498 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 27,886
Change-27,886 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 27,844
Change-27,844 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 27,092
Change-27,092 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 26,812
Change-26,812 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 26,520
Change-26,520 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 26,321
Change-26,321 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 26,232
Change-26,232 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 26,208
Change-26,208 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 26,010
Change-26,010 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 25,922
Change-25,922 (-100%)
Value—
Simmons Bank
N/A
Shares— from 25,528
Change-25,528 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 25,517
Change-25,517 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 25,395
Change-25,395 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 25,156
Change-25,156 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 25,083
Change-25,083 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 24,866
Change-24,866 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 24,854
Change-24,854 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 24,550
Change-24,550 (-100%)
Value—
DRH Investments, Inc.
N/A
Shares— from 23,767
Change-23,767 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 23,665
Change-23,665 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 23,471
Change-23,471 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 22,879
Change-22,879 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 22,614
Change-22,614 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 22,557
Change-22,557 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 22,368
Change-22,368 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 21,914
Change-21,914 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 21,850
Change-21,850 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 21,573
Change-21,573 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 21,249
Change-21,249 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 21,147
Change-21,147 (-100%)
Value—
Covalis Capital LLP
N/A
Shares— from 20,906
Change-20,906 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 20,887
Change-20,887 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,683
Change-20,683 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 20,552
Change-20,552 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 20,530
Change-20,530 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 20,482
Change-20,482 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,184
Change-20,184 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 20,176
Change-20,176 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 20,143
Change-20,143 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 20,108
Change-20,108 (-100%)
Value—
Summitry LLC
N/A
Shares— from 19,781
Change-19,781 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 19,726
Change-19,726 (-100%)
Value—
Night Squared LP
N/A
Shares— from 19,709
Change-19,709 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 19,631
Change-19,631 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 19,601
Change-19,601 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 19,564
Change-19,564 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 19,425
Change-19,425 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 19,252
Change-19,252 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 19,036
Change-19,036 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 18,980
Change-18,980 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 18,961
Change-18,961 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 18,543
Change-18,543 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 18,302
Change-18,302 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 18,255
Change-18,255 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 18,213
Change-18,213 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 18,206
Change-18,206 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 18,102
Change-18,102 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 18,028
Change-18,028 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 17,771
Change-17,771 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 17,751
Change-17,751 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 17,678
Change-17,678 (-100%)
Value—
Members Trust Co
N/A
Shares— from 17,672
Change-17,672 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 17,584
Change-17,584 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 17,503
Change-17,503 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 17,239
Change-17,239 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 16,916
Change-16,916 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 16,915
Change-16,915 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 16,886
Change-16,886 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 16,740
Change-16,740 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 16,651
Change-16,651 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 16,632
Change-16,632 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 16,554
Change-16,554 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 16,401
Change-16,401 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 16,400
Change-16,400 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 16,392
Change-16,392 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 16,267
Change-16,267 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 16,262
Change-16,262 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 16,196
Change-16,196 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 16,168
Change-16,168 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 16,098
Change-16,098 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 15,921
Change-15,921 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 15,910
Change-15,910 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 15,894
Change-15,894 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 15,836
Change-15,836 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 15,826
Change-15,826 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 15,788
Change-15,788 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 15,594
Change-15,594 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 15,293
Change-15,293 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 15,150
Change-15,150 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 15,137
Change-15,137 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 15,115
Change-15,115 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 15,032
Change-15,032 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 14,972
Change-14,972 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 14,886
Change-14,886 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 14,768
Change-14,768 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 14,725
Change-14,725 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 14,696
Change-14,696 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 14,583
Change-14,583 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 14,316
Change-14,316 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 14,293
Change-14,293 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 14,111
Change-14,111 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 14,041
Change-14,041 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 14,029
Change-14,029 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 13,966
Change-13,966 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 13,873
Change-13,873 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 13,845
Change-13,845 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 13,783
Change-13,783 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 13,701
Change-13,701 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 13,642
Change-13,642 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,373
Change-13,373 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 13,349
Change-13,349 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 13,306
Change-13,306 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 13,179
Change-13,179 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 13,071
Change-13,071 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 13,062
Change-13,062 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 13,060
Change-13,060 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 13,044
Change-13,044 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 12,898
Change-12,898 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 12,863
Change-12,863 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 12,824
Change-12,824 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,808
Change-12,808 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 12,614
Change-12,614 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 12,545
Change-12,545 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 12,510
Change-12,510 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 12,510
Change-12,510 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 12,433
Change-12,433 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 12,363
Change-12,363 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 12,273
Change-12,273 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 12,239
Change-12,239 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 12,237
Change-12,237 (-100%)
Value—
Prudential PLC
N/A
Shares— from 12,221
Change-12,221 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 12,166
Change-12,166 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 12,159
Change-12,159 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 12,126
Change-12,126 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 12,069
Change-12,069 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 11,863
Change-11,863 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 11,851
Change-11,851 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 11,776
Change-11,776 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 11,720
Change-11,720 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 11,697
Change-11,697 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 11,607
Change-11,607 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 11,566
Change-11,566 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 11,439
Change-11,439 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 11,361
Change-11,361 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 11,141
Change-11,141 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 11,120
Change-11,120 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 11,056
Change-11,056 (-100%)
Value—
Wealth High Governance Capital Ltda
N/A
Shares— from 11,040
Change-11,040 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 11,035
Change-11,035 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 11,034
Change-11,034 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,845
Change-10,845 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 10,677
Change-10,677 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 10,625
Change-10,625 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,497
Change-10,497 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 10,494
Change-10,494 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 10,481
Change-10,481 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,424
Change-10,424 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,352
Change-10,352 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,350
Change-10,350 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 10,346
Change-10,346 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,324
Change-10,324 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 10,297
Change-10,297 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 10,281
Change-10,281 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,211
Change-10,211 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 10,142
Change-10,142 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 10,130
Change-10,130 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 10,121
Change-10,121 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 10,110
Change-10,110 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 10,057
Change-10,057 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 10,048
Change-10,048 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 10,011
Change-10,011 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 10,005
Change-10,005 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 9,965
Change-9,965 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 9,942
Change-9,942 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 9,832
Change-9,832 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 9,782
Change-9,782 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 9,769
Change-9,769 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 9,741
Change-9,741 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,691
Change-9,691 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 9,630
Change-9,630 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 9,613
Change-9,613 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 9,594
Change-9,594 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 9,540
Change-9,540 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 9,538
Change-9,538 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 9,516
Change-9,516 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 9,496
Change-9,496 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 9,493
Change-9,493 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 9,475
Change-9,475 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 9,435
Change-9,435 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 9,387
Change-9,387 (-100%)
Value—
Marvin & Palmer Associates Inc
N/A
Shares— from 9,362
Change-9,362 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,307
Change-9,307 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 9,275
Change-9,275 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 9,186
Change-9,186 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 9,177
Change-9,177 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 9,149
Change-9,149 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 9,085
Change-9,085 (-100%)
Value—
Man Group plc
N/A
Shares— from 9,005
Change-9,005 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 8,962
Change-8,962 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 8,939
Change-8,939 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 8,915
Change-8,915 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 8,859
Change-8,859 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 8,795
Change-8,795 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 8,720
Change-8,720 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 8,711
Change-8,711 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 8,701
Change-8,701 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 8,695
Change-8,695 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,693
Change-8,693 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 8,616
Change-8,616 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 8,582
Change-8,582 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 8,472
Change-8,472 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 8,372
Change-8,372 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 8,356
Change-8,356 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,342
Change-8,342 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 8,327
Change-8,327 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,311
Change-8,311 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 8,199
Change-8,199 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 8,147
Change-8,147 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,132
Change-8,132 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 8,087
Change-8,087 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,008
Change-8,008 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 7,994
Change-7,994 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 7,959
Change-7,959 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,899
Change-7,899 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 7,857
Change-7,857 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 7,849
Change-7,849 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 7,824
Change-7,824 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 7,766
Change-7,766 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,750
Change-7,750 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,673
Change-7,673 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 7,613
Change-7,613 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 7,518
Change-7,518 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 7,433
Change-7,433 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 7,329
Change-7,329 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 7,317
Change-7,317 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,256
Change-7,256 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 7,154
Change-7,154 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,135
Change-7,135 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 7,133
Change-7,133 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 7,130
Change-7,130 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 7,129
Change-7,129 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 7,038
Change-7,038 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 7,033
Change-7,033 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 7,005
Change-7,005 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 7,004
Change-7,004 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 7,001
Change-7,001 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 6,983
Change-6,983 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 6,955
Change-6,955 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 6,895
Change-6,895 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 6,856
Change-6,856 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 6,849
Change-6,849 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 6,786
Change-6,786 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 6,722
Change-6,722 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 6,712
Change-6,712 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 6,688
Change-6,688 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 6,659
Change-6,659 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 6,452
Change-6,452 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 6,368
Change-6,368 (-100%)
Value—
BNP Paribas
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 6,342
Change-6,342 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,328
Change-6,328 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 6,274
Change-6,274 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 6,269
Change-6,269 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 6,248
Change-6,248 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 6,230
Change-6,230 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 6,149
Change-6,149 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 6,145
Change-6,145 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 6,033
Change-6,033 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 6,029
Change-6,029 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,995
Change-5,995 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 5,984
Change-5,984 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 5,911
Change-5,911 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 5,815
Change-5,815 (-100%)
Value—
Hel Ved Capital Management Ltd
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,799
Change-5,799 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 5,697
Change-5,697 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 5,638
Change-5,638 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 5,587
Change-5,587 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 5,579
Change-5,579 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 5,511
Change-5,511 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 5,495
Change-5,495 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 5,458
Change-5,458 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 5,451
Change-5,451 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,417
Change-5,417 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
CNB Bank
N/A
Shares— from 5,378
Change-5,378 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 5,247
Change-5,247 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 5,133
Change-5,133 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,128
Change-5,128 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 5,105
Change-5,105 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 5,036
Change-5,036 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 5,019
Change-5,019 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 4,998
Change-4,998 (-100%)
Value—
Capital International LTD
N/A
Shares— from 4,986
Change-4,986 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
United Bank
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 4,913
Change-4,913 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 4,896
Change-4,896 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 4,887
Change-4,887 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,875
Change-4,875 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 4,871
Change-4,871 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 4,622
Change-4,622 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 4,517
Change-4,517 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 4,478
Change-4,478 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 4,184
Change-4,184 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 4,124
Change-4,124 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 4,069
Change-4,069 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 4,063
Change-4,063 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 4,006
Change-4,006 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,857
Change-3,857 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 3,805
Change-3,805 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 3,661
Change-3,661 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 3,606
Change-3,606 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,586
Change-3,586 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 3,563
Change-3,563 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 3,463
Change-3,463 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 3,462
Change-3,462 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 3,386
Change-3,386 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3,381
Change-3,381 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 3,293
Change-3,293 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 3,261
Change-3,261 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Point Windward Advisors Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,965
Change-2,965 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,854
Change-2,854 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Gallo Partners, LP
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
10Elms LLP
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Rogco, LP
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Algebris (UK) LTD
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,879
Change-1,879 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
FCA Corp
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
AF Advisors, Inc.
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Legacy Trust
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 989
Change-989 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 987
Change-987 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 985
Change-985 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 985
Change-985 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 984
Change-984 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 979
Change-979 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 979
Change-979 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 978
Change-978 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 972
Change-972 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 967
Change-967 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
AXA S.A.
N/A
Shares— from 957
Change-957 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 937
Change-937 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 937
Change-937 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 937
Change-937 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
Invst, LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 920
Change-920 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 913
Change-913 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 906
Change-906 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 905
Change-905 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 900
Change-900 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 888
Change-888 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 880
Change-880 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 874
Change-874 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 873
Change-873 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 860
Change-860 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 848
Change-848 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 844
Change-844 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 841
Change-841 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 840
Change-840 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 834
Change-834 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 831
Change-831 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 830
Change-830 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 827
Change-827 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 827
Change-827 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 822
Change-822 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 818
Change-818 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 817
Change-817 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 816
Change-816 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 815
Change-815 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 806
Change-806 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 800
Change-800 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 799
Change-799 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 788
Change-788 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 783
Change-783 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 779
Change-779 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 778
Change-778 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 766
Change-766 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 764
Change-764 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 756
Change-756 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Calydon Capital
N/A
Shares— from 750
Change-750 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 747
Change-747 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 747
Change-747 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
American Trust
N/A
Shares— from 733
Change-733 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 727
Change-727 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 714
Change-714 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 712
Change-712 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 711
Change-711 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 683
Change-683 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 678
Change-678 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 677
Change-677 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 664
Change-664 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 657
Change-657 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 655
Change-655 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 632
Change-632 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 629
Change-629 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 628
Change-628 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 614
Change-614 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 613
Change-613 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 604
Change-604 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 600
Change-600 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 596
Change-596 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 588
Change-588 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 588
Change-588 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 581
Change-581 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 579
Change-579 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 575
Change-575 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 574
Change-574 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 568
Change-568 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 563
Change-563 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 561
Change-561 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 559
Change-559 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 553
Change-553 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 553
Change-553 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 549
Change-549 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 548
Change-548 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 540
Change-540 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 538
Change-538 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 532
Change-532 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 531
Change-531 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 525
Change-525 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 525
Change-525 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 524
Change-524 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 517
Change-517 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 508
Change-508 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 503
Change-503 (-100%)
Value—
United Bank
N/A
Shares— from 502
Change-502 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 500
Change-500 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
Betterment LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 475
Change-475 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 472
Change-472 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 472
Change-472 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 471
Change-471 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 463
Change-463 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 462
Change-462 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 456
Change-456 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 454
Change-454 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 447
Change-447 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 430
Change-430 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 429
Change-429 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 428
Change-428 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 421
Change-421 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 404
Change-404 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 401
Change-401 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 400
Change-400 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 387
Change-387 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 385
Change-385 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 384
Change-384 (-100%)
Value—
Ames National Corp
N/A
Shares— from 383
Change-383 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 378
Change-378 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 373
Change-373 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 370
Change-370 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 369
Change-369 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 368
Change-368 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 359
Change-359 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 357
Change-357 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 355
Change-355 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 351
Change-351 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
CIM, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 341
Change-341 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 335
Change-335 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 333
Change-333 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 330
Change-330 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 328
Change-328 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 320
Change-320 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 320
Change-320 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 316
Change-316 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 315
Change-315 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 314
Change-314 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 310
Change-310 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 309
Change-309 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 307
Change-307 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 295
Change-295 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 295
Change-295 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 294
Change-294 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 293
Change-293 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 291
Change-291 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 288
Change-288 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 288
Change-288 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Motco
N/A
Shares— from 286
Change-286 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 285
Change-285 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Ketron Financial
N/A
Shares— from 281
Change-281 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 279
Change-279 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 272
Change-272 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 272
Change-272 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 270
Change-270 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 268
Change-268 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 266
Change-266 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 266
Change-266 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 263
Change-263 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Quarry LP
N/A
Shares— from 259
Change-259 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 255
Change-255 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 254
Change-254 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 254
Change-254 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 252
Change-252 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Avenir Corp
N/A
Shares— from 250
Change-250 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 249
Change-249 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 247
Change-247 (-100%)
Value—
Centennial Bank
N/A
Shares— from 246
Change-246 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 246
Change-246 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 242
Change-242 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 240
Change-240 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 236
Change-236 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 235
Change-235 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 231
Change-231 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 226
Change-226 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 226
Change-226 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 223
Change-223 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 222
Change-222 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 220
Change-220 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 213
Change-213 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 213
Change-213 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 212
Change-212 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Patrick Mauro Investment Advisor, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Robotti Robert
N/A
Shares— from 200
Change-200 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Croban
N/A
Shares— from 200
Change-200 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 199
Change-199 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 198
Change-198 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 195
Change-195 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 194
Change-194 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 193
Change-193 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 193
Change-193 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 192
Change-192 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 178
Change-178 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 171
Change-171 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 156
Change-156 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 142
Change-142 (-100%)
Value—
WHI Trust Co LLC
N/A
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Change-142 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
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Change-134 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 111
Change-111 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Stance Capital LLC
N/A
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Value—
FWL Investment Management, LLC
N/A
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Value—
Kilter Group LLC
N/A
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Change-96 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
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Value—
Cornerstone Financial Management LLC
N/A
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Value—
Caitlin John, LLC
N/A
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Change-93 (-100%)
Value—
Osterweis Capital Management Inc
N/A
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Value—
Rialto Wealth Management, LLC
N/A
Shares— from 91
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Value—
Dnca Finance
N/A
Shares— from 90
Change-90 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Palladiem, LLC
N/A
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Change-82 (-100%)
Value—
RiverPark Advisors, LLC
N/A
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Change-81 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Toews Corp
N/A
Shares— from 71
Change-71 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Atomic Invest LLC
N/A
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Change-62 (-100%)
Value—
Forum Finance Group S.A.
N/A
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Change-60 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
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Change-54 (-100%)
Value—
Front Row Advisors LLC
N/A
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Value—
Financial Avengers, Inc.
N/A
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Value—
Investors Portfolio Services LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Tacita Capital Inc
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Value—
Penserra Capital Management LLC
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Change-39 (-100%)
Value—
Copia Wealth Management
N/A
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Change-38 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
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Change-37 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Icon Advisers Inc
N/A
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Change-25 (-100%)
Value—
Swan Capital LLC
N/A
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Change-25 (-100%)
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HFM Investment Advisors, LLC
N/A
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Change-21 (-100%)
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Game Plan Financial Advisors, LLC
N/A
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Change-20 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
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Change-20 (-100%)
Value—
S&T Bank
N/A
Shares— from 20
Change-20 (-100%)
Value—
Estabrook Capital Management
N/A
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Change-20 (-100%)
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Nova Wealth Management, Inc.
N/A
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Change-19 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
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Change-18 (-100%)
Value—
Marshall Investment Management, LLC
N/A
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Value—
JDM Financial Group LLC
N/A
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Change-17 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 10
Change-10 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
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Change-6 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 6
Change-6 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
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Change-5 (-100%)
Value—
Seneschal Advisors, LLC
N/A
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Change-5 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ross\johnson & Associates LLC
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Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED2,927,9092,998,131-70,222-2%$3.2B$2.4B-$818.8M2026-11-05
Dimensional Fund Advisors LP
INCREASED2,765,4282,742,185+23,243+1%$2.9B$2.2B-$677.3M2026-11-04
Citigroup Inc
INCREASED1,521,2431,205,934+315,309+26%$1.3B$1.2B-$50.8M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,474,5811,377,957+96,624+7%$1.5B$1.2B-$271.8M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,291,4951,307,930-16,435-1%$1.4B$1.0B-$345.7M2026-10-29
Fifth Third Bancorp
INCREASED599,504595,946+3,558+1%$634.6M$486.1M-$148.6M2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
DECREASED548,242610,219-61,977-10%$646.5M$445.9M-$200.6M2026-10-29
Principal Financial Group Inc
DECREASED507,123662,735-155,612-23%$705.7M$411.2M-$294.6M2026-11-02
US Bancorp \de\
DECREASED468,864473,894-5,030-1%$504.7M$380.2M-$124.5M2026-11-05
DekaBank Deutsche Girozentrale
INCREASED424,750326,603+98,147+30%$230.5K$350.9K+$120.4K2026-10-27
Creative Planning
INCREASED390,725379,703+11,022+3%$404.3M$316.8M-$87.5M2026-11-02
ProShare Advisors LLC
DECREASED351,451369,208-17,757-5%$393.2M$285.0M-$108.2M2026-10-29
New York State Teachers Retirement System
DECREASED349,103355,409-6,306-2%$378.5M$283.0M-$95.4M2026-10-22
Pictet Asset Management Holding SA
DECREASED334,279344,659-10,380-3%$367.0M$271.0M-$96.0M2026-11-03
MacKenzie Financial Corp
DECREASED331,591363,903-32,312-9%$387.5M$268.9M-$118.7M2026-11-02
Markel Group Inc.
UNCHANGED328,650328,65000%$350.0M$266.5M-$83.5M2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED313,423313,099+324+0%$333.4M$254.1M-$79.3M2026-10-20
Asset Management One Co., Ltd.
DECREASED313,216320,025-6,809-2%$340.8M$254.0M-$86.8M2026-10-27
Commonwealth Equity Services, LLC
DECREASED289,679309,841-20,162-7%$330.0M$234.9M-$95.1M2026-11-02
Thrivent Financial for Lutherans
DECREASED278,239308,430-30,191-10%$328.4M$203.8M-$124.6M2026-11-05
Keybank National Association
DECREASED233,827236,765-2,938-1%$252.1M$189.6M-$62.5M2026-11-04
Temasek Holdings (Private) Ltd
INCREASED232,556140,673+91,883+65%$149.8M$188.6M+$38.8M2026-10-28
Retirement Systems of Alabama
DECREASED225,191230,879-5,688-2%$245.9M$182.6M-$63.3M2026-11-04
Robeco Institutional Asset Management B.V.
INCREASED219,176178,121+41,055+23%$189.7M$177.7M-$12.0M2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED216,617214,076+2,541+1%$228.0M$175.6M-$52.3M2026-11-02
Swedbank AB
DECREASED215,054215,096-420%$229.1M$174.4M-$54.7M2026-10-27
Kestra Advisory Services, LLC
INCREASED212,347208,164+4,183+2%$221.7M$172.2M-$49.5M2026-11-02
Swiss Life Asset Management Ltd
INCREASED204,965183,734+21,231+12%$195.7M$166.2M-$29.5M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED203,716182,074+21,642+12%$120.5M$116.5M-$3.9M2026-10-13
Daiwa Securities Group Inc.
INCREASED197,917194,149+3,768+2%$206.7M$160.5M-$46.3M2026-10-29
AGF Management LTD
DECREASED193,172284,409-91,237-32%$302.9M$156.6M-$146.2M2026-11-03
KBC Group NV
DECREASED185,229231,511-46,282-20%$246.5M$150.2M-$96.4M2026-10-22
Truist Financial Corp
DECREASED178,780184,451-5,671-3%$196.4M$145.0M-$51.5M2026-10-30
Alecta Tjanstepension Omsesidigt
DECREASED168,200219,600-51,400-23%$233.8M$136.3M-$97.4M2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED165,452175,084-9,632-5%$186.4M$134.1M-$52.3M2026-10-15
Calamos Advisors LLC
INCREASED161,359150,261+11,098+7%$160.0M$130.8M-$29.2M2026-11-02
Nisa Investment Advisors, LLC
DECREASED159,571162,826-3,255-2%$173.4M$129.4M-$44.0M2026-10-20
Strs Ohio
DECREASED151,021155,449-4,428-3%$165.5M$122.4M-$43.1M2026-10-30
State of New Jersey Common Pension Fund D
DECREASED149,431150,411-980-1%$160.2M$121.2M-$39.0M2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED148,231138,332+9,899+7%$147.3M$120.2M-$27.1M2026-11-03
Midwest Trust Co
DECREASED136,747142,243-5,496-4%$151.5M$110.9M-$40.6M2026-10-22
Czech National Bank
INCREASED132,076131,102+974+1%$139.6M$107.1M-$32.5M2026-10-13
TD Waterhouse Canada Inc.
DECREASED130,227194,396-64,169-33%$192.8M$107.7M-$85.1M2026-10-16
Arizona State Retirement System
DECREASED128,822129,108-2860%$137.5M$104.4M-$33.0M2026-11-03
SEB Asset Management AB
DECREASED127,873127,876-30%$136.2M$103.7M-$32.5M2026-11-04
Xponance LLC
INCREASED125,915122,094+3,821+3%$130.0M$102.1M-$27.9M2026-11-03
CIBC Asset Management Inc
DECREASED125,095127,048-1,953-2%$135.3M$101.4M-$33.9M2026-11-05
State of Michigan Retirement System
DECREASED115,472117,972-2,500-2%$125.6M$93.6M-$32.0M2026-10-27
IFM Investors Pty Ltd
INCREASED107,075105,075+2,000+2%$111.9M$86.8M-$25.1M2026-10-14
Country Trust Bank
INCREASED103,43378,146+25,287+32%$83.2M$83.9M+$644.8K2026-10-30
Pinnacle Associates LTD
DECREASED103,212110,066-6,854-6%$117.2M$83.7M-$33.5M2026-10-20
Meitav Investment House LTD
NEW102,350—+102,350——$83.0M—2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED101,558101,732-1740%$108.3M$82.3M-$26.0M2026-11-03
Heritage Investors Management Corp
DECREASED100,773104,402-3,629-3%$111.2M$81.7M-$29.5M2026-10-29
Prospera Financial Services Inc
INCREASED100,75097,568+3,182+3%$103.9M$62.8M-$41.2M2026-11-04
Gateway Investment Advisers LLC
INCREASED96,20792,976+3,231+3%$99.0M$78.0M-$21.0M2026-10-13
UniSuper Management Pty Ltd
INCREASED94,62450,234+44,390+88%$53.5M$76.7M+$23.2M2026-10-26
Meyer Handelman Co
DECREASED92,52398,242-5,719-6%$104.6M$75.0M-$29.6M2026-10-28
Amalgamated Bank
DECREASED90,60592,658-2,053-2%$98.7M$73.5M-$25.2M2026-10-23
Busey Bank
INCREASED90,17186,659+3,512+4%$92.3M$73.1M-$19.2M2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
INCREASED89,49087,055+2,435+3%$92.7M$72.6M-$20.1M2026-10-22
Neos Investment Management LLC
INCREASED86,44475,223+11,221+15%$80.1M$70.1M-$10.0M2026-11-04
Rakuten Investment Management, Inc.
INCREASED82,56675,605+6,961+9%$78.1M$68.3M-$9.9M2026-10-30
Lido Advisors, LLC
INCREASED82,17676,670+5,506+7%$81.6M$66.6M-$15.0M2026-11-04
Fort Washington Investment Advisors Inc
DECREASED81,65882,247-589-1%$87.6M$66.2M-$21.4M2026-10-15
D.A. Davidson & Co.
INCREASED81,06177,686+3,375+4%$82.7M$65.7M-$17.0M2026-10-28
Mesirow Financial Investment Management, Inc.
DECREASED80,32189,291-8,970-10%$95.1M$65.1M-$30.0M2026-11-05
Achmea Investment Management B.V.
NEW79,909—+79,909——$64.8M—2026-10-30
Inspire Investing, LLC
INCREASED79,44567,536+11,909+18%$71.9M$64.4M-$7.5M2026-10-22
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED75,74375,74300%$80.7M$61.4M-$19.2M2026-10-30
OP Asset Management Ltd
INCREASED70,41552,380+18,035+34%$55.8M$57.1M+$1.3M2026-11-05
Vest Financial, LLC
DECREASED70,32676,066-5,740-8%$81.0M$57.0M-$24.0M2026-10-21
Vontobel Holding Ltd.
DECREASED69,36183,551-14,190-17%$89.0M$56.2M-$32.7M2026-10-16
Glenview Trust Co
DECREASED66,72267,529-807-1%$71.9M$54.1M-$17.8M2026-10-28
Regions Financial Corp
DECREASED66,12166,531-410-1%$70.8M$53.6M-$17.2M2026-11-05
Oppenheimer & Co Inc
DECREASED66,09371,470-5,377-8%$76.1M$53.6M-$22.5M2026-10-26
New York Life Investment Management LLC
DECREASED63,91864,152-2340%$68.3M$51.8M-$16.5M2026-11-04
Yousif Capital Management, LLC
DECREASED61,62962,531-902-1%$66.6M$50.0M-$16.6M2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED61,14963,457-2,308-4%$67.6M$49.6M-$18.0M2026-10-22
Oppenheimer Asset Management Inc.
INCREASED60,98660,788+198+0%$64.7M$49.4M-$15.3M2026-10-27
B. Metzler seel. Sohn & Co. AG
DECREASED60,82362,731-1,908-3%$66.8M$49.3M-$17.5M2026-10-30
Vaughan David Investments LLC
DECREASED60,47561,062-587-1%$65.0M$49.0M-$16.0M2026-11-05
Ethic Inc.
INCREASED60,39159,981+410+1%$63.9M$49.0M-$14.9M2026-11-03
Alphinity Investment Management Pty Ltd
DECREASED59,908283,348-223,440-79%$301.7M$48.6M-$253.2M2026-11-02
Levin Capital Strategies, L.P.
DECREASED57,70963,309-5,600-9%$67.4M$46.8M-$20.6M2026-11-02
NorthCrest Asset Manangement, LLC
DECREASED57,35057,682-332-1%$54.1M$45.7M-$8.5M2026-10-13
Oregon Public Employees Retirement Fund
DECREASED56,49556,630-1350%$60.3M$45.8M-$14.5M2026-10-30
Westchester Capital Management, Inc.
DECREASED55,73855,808-700%$59.4M$45.2M-$14.2M2026-10-23
Factory Mutual Insurance Co
DECREASED54,65064,000-9,350-15%$68.2M$44.3M-$23.8M2026-10-30
Mutual of America Capital Management LLC
DECREASED53,23753,985-748-1%$57.5M$43.2M-$14.3M2026-10-23
Nichols & Pratt Advisers LLP
DECREASED51,55856,535-4,977-9%$60.2M$42.6M-$17.6M2026-10-13
Concurrent Investment Advisors, LLC
INCREASED50,35446,157+4,197+9%$49.2M$40.8M-$8.3M2026-10-16
Generali Asset Management SPA SGR
INCREASED50,01049,801+209+0%$53.0M$40.5M-$12.5M2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED49,44050,514-1,074-2%$53.8M$40.1M-$13.7M2026-10-13
Salem Investment Counselors Inc
INCREASED48,77448,741+33+0%$51.9M$39.5M-$12.4M2026-10-13
HB Wealth Management, LLC
INCREASED48,60945,445+3,164+7%$48.4M$39.4M-$9.0M2026-10-23
KCM Investment Advisors LLC
DECREASED48,48349,787-1,304-3%$53.0M$39.3M-$13.7M2026-10-27
Richard C. Young & Co., Ltd.
DECREASED48,29349,495-1,202-2%$52.7M$39.2M-$13.6M2026-11-04
Old Republic International Corp
DECREASED47,61085,500-37,890-44%$90.6M$38.6M-$52.0M2026-10-26
Vise Technologies, Inc.
INCREASED46,61544,237+2,378+5%$47.1M$37.8M-$9.3M2026-10-29
Tema Etfs LLC
DECREASED45,45048,566-3,116-6%$51.7M$36.9M-$14.9M2026-10-16
Union Bancaire Privee, UBP SA
DECREASED45,44565,464-20,019-31%$72.3M$42.6M-$29.8M2026-11-04
American Assets Investment Management, LLC
UNCHANGED45,00045,00000%$47.9M$36.5M-$11.4M2026-10-30
BAR Harbor Wealth Management
DECREASED44,58245,699-1,117-2%$48.7M$36.1M-$12.5M2026-10-21
Americana Partners, LLC
DECREASED44,41946,206-1,787-4%$49.2M$36.0M-$13.2M2026-10-28
Clear Harbor Asset Management, LLC
INCREASED44,16537,448+6,717+18%$39.9M$35.8M-$4.1M2026-11-05
Henshaw Capital LLC
UNCHANGED43,97543,97500%$46.8M$35.7M-$11.2M2026-11-03
State of Alaska, Department of Revenue
DECREASED43,54545,130-1,585-4%$48.1M$35.3M-$12.8M2026-10-15
Farther Finance Advisors, LLC
INCREASED42,88138,184+4,697+12%$40.6M$34.8M-$5.9M2026-10-08
Davenport & Co LLC
DECREASED42,85743,321-464-1%$46.1M$34.7M-$11.4M2026-10-14
Integrated Advisors Network LLC
INCREASED42,08841,670+418+1%$44.4M$34.1M-$10.3M2026-10-20
Noesis Capital Mangement Corp
INCREASED41,78640,173+1,613+4%$42.8M$33.9M-$8.9M2026-10-26
Raiffeisen Bank International AG
INCREASED41,58639,500+2,086+5%$40.8M$34.4M-$6.5M2026-10-28
Harfst & Associates, Inc.
INCREASED41,5672,905+38,662+1331%$3.1M$33.7M+$30.6M2026-10-20
Kestra Private Wealth Services, LLC
INCREASED40,86437,023+3,841+10%$39.4M$33.1M-$6.3M2026-10-30
Park National Corp
INCREASED40,44938,487+1,962+5%$41.0M$32.8M-$8.2M2026-10-05
Candriam S.C.A.
INCREASED40,31938,579+1,740+5%$41.0M$32.8M-$8.2M2026-11-03
Segment Wealth Management, LLC
DECREASED40,30340,795-492-1%$43.4M$32.7M-$10.8M2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED39,82942,523-2,694-6%$45.3M$32.3M-$13.0M2026-10-05
Congress Asset Management Co
DECREASED39,76541,651-1,886-5%$44.4M$32.2M-$12.1M2026-10-06
ABN Amro Investment Solutions
INCREASED39,51130,796+8,715+28%$32.8M$32.0M-$759.5K2026-10-21
Clifford Swan Investment Counsel LLC
INCREASED39,44037,571+1,869+5%$40.0M$32.0M-$8.0M2026-11-05
Florida Trust Wealth Management Co
DECREASED39,21939,383-1640%$41.9M$31.8M-$10.1M2026-11-05
Welch Group, LLC
INCREASED39,13538,163+972+3%$40.6M$31.7M-$8.9M2026-10-29
Moran Wealth Management, LLC
DECREASED38,93639,277-341-1%$41.8M$31.6M-$10.3M2026-10-22
Citizens Financial Group Inc
INCREASED38,79237,369+1,423+4%$39.8M$31.5M-$8.3M2026-10-23
Parsons Capital Management Inc
DECREASED37,93538,140-205-1%$40.6M$30.8M-$9.9M2026-10-28
Aegon Asset Management UK PLC
DECREASED37,73147,152-9,421-20%$50.2M$30.6M-$19.6M2026-11-04
Exchange Traded Concepts, LLC
INCREASED37,35827,397+9,961+36%$29.2M$30.3M+$1.1M2026-10-28
LaFleur & Godfrey LLC
DECREASED37,29640,343-3,047-8%$43.0M$30.2M-$12.7M2026-10-27
Virginia Retirement Systems ET Al
DECREASED37,11244,632-7,520-17%$47.5M$30.1M-$17.4M2026-10-28
Associated Banc-Corp
DECREASED37,06338,746-1,683-4%$41.3M$30.1M-$11.2M2026-10-30
Turtle Creek Wealth Advisors, LLC
INCREASED36,97034,662+2,308+7%$36.9M$30.0M-$6.9M2026-10-15
NBT Bank, N.A.
DECREASED36,72738,438-1,711-4%$40.9M$29.8M-$11.2M2026-10-21
Atwater Malick LLC
DECREASED36,65437,866-1,212-3%$40.3M$29.7M-$10.6M2026-10-15
King Luther Capital Management Corp
DECREASED36,55537,034-479-1%$39.4M$29.6M-$9.8M2026-11-05
Lyell Wealth Management, LP
INCREASED36,42336,103+320+1%$38.4M$29.5M-$8.9M2026-10-30
Culbertson A N & Co Inc
DECREASED36,41237,820-1,408-4%$40.3M$29.5M-$10.8M2026-10-21
Brookstone Capital Management
DECREASED36,27638,296-2,020-5%$40.8M$29.4M-$11.4M2026-10-22
Gulf International Bank (UK) Ltd
UNCHANGED36,24236,24200%$38.6M$29.4M-$9.2M2026-10-20
Central Trust Co
INCREASED35,58335,266+317+1%$37.6M$28.9M-$8.7M2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED35,44832,457+2,991+9%$32.2M$29.3M-$2.9M2026-11-04
Assenagon Asset Management S.A.
INCREASED35,23015,258+19,972+131%$16.2M$28.6M+$12.3M2026-10-15
Capital Investment Advisors, LLC
DECREASED34,63635,169-533-2%$37.5M$28.1M-$9.4M2026-10-22
Park Avenue Securities LLC
INCREASED34,24932,641+1,608+5%$34.8M$27.8M-$7.0M2026-10-26
Fideuram Asset Management (Ireland) dac
DECREASED33,86544,899-11,034-25%$41.1M$29.5M-$11.5M2026-10-29
LEE Danner & Bass Inc
DECREASED33,66733,931-264-1%$36.1M$27.3M-$8.8M2026-10-27
Meridian Wealth Management, LLC
INCREASED33,42733,139+288+1%$35.3M$27.1M-$8.2M2026-11-05
Braun Stacey Associates Inc
DECREASED33,36640,049-6,683-17%$42.6M$27.1M-$15.6M2026-10-19
First National Trust Co
DECREASED32,89435,011-2,117-6%$37.3M$26.7M-$10.6M2026-10-28
Jamison Private Wealth Management, Inc.
INCREASED32,79732,765+32+0%$34.9M$26.6M-$8.3M2026-10-14
Valeo Financial Advisors, LLC
DECREASED32,61233,191-579-2%$35.3M$26.4M-$8.9M2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED32,37436,374-4,000-11%$38.7M$26.2M-$12.5M2026-10-20
Quilter Plc
DECREASED32,30332,701-398-1%$34.8M$26.2M-$8.6M2026-10-21
Adams Diversified Equity Fund, Inc.
UNCHANGED32,00032,00000%$34.1M$25.9M-$8.1M2026-10-21
Eagle Global Advisors LLC
DECREASED31,33731,587-250-1%$33.6M$25.4M-$8.2M2026-11-02
Apollon Wealth Management, LLC
INCREASED31,21425,125+6,089+24%$26.8M$25.3M-$1.4M2026-10-23
Vestor Capital, LLC
DECREASED30,707122,835-92,128-75%$46.4K$4.2K-$42.2K2026-11-04
Simplicity Wealth,LLC
INCREASED30,63627,639+2,997+11%$29.4M$24.8M-$4.6M2026-10-23
Pittenger & Anderson Inc
DECREASED30,59732,619-2,022-6%$34.7M$24.8M-$9.9M2026-11-02
Cutler Investment Counsel LLC
DECREASED30,50630,925-419-1%$32.9M$24.7M-$8.2M2026-10-28
Jacobs & Co
DECREASED30,49431,867-1,373-4%$33.9M$24.7M-$9.2M2026-10-09
Willis Investment Counsel
DECREASED30,41454,570-24,156-44%$58.1M$24.7M-$33.5M2026-10-20
Bokf, NA
DECREASED29,26035,958-6,698-19%$38.3M$23.7M-$14.6M2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED29,03925,613+3,426+13%$27.3M$23.5M-$3.7M2026-10-23
Stockman Wealth Management, Inc.
DECREASED28,61429,686-1,072-4%$31.6M$23.2M-$8.4M2026-10-27
Illinois Municipal Retirement Fund
DECREASED28,51429,437-923-3%$31.3M$23.1M-$8.2M2026-11-05
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED28,43529,516-1,081-4%$31.4M$23.1M-$8.4M2026-10-13
Crossmark Global Holdings, Inc.
INCREASED28,22627,898+328+1%$29.7M$22.9M-$6.8M2026-10-21
Maryland State Retirement & Pension System
INCREASED27,88324,464+3,419+14%$26.1M$22.6M-$3.4M2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED27,78726,284+1,503+6%$28.0M$22.5M-$5.5M2026-10-22
MGO One Seven LLC
INCREASED27,13717,827+9,310+52%$19.0M$22.0M+$3.0M2026-10-28
Kanawha Capital Management LLC
DECREASED26,73526,940-205-1%$28.7M$21.7M-$7.0M2026-10-19
LS Investment Advisors, LLC
DECREASED26,64629,101-2,455-8%$31.0M$21.6M-$9.4M2026-10-13
Independent Wealth Network Inc.
INCREASED26,53226,505+27+0%$28.2M$21.5M-$6.7M2026-10-19
BLB&B Advisors, LLC
DECREASED26,22627,011-785-3%$28.8M$21.3M-$7.5M2026-10-27
American National Bank & Trust
DECREASED25,46126,712-1,251-5%$28.4M$20.6M-$7.8M2026-10-07
Choreo, LLC
INCREASED25,36924,406+963+4%$26.0M$20.6M-$5.4M2026-10-28
Trifecta Capital Advisors, LLC
INCREASED25,20225,019+183+1%$26.6M$20.4M-$6.2M2026-10-21
Farmers & Merchants Investments Inc
DECREASED25,02425,053-290%$26.7M$20.3M-$6.4M2026-10-22
Hartford Investment Management Co
DECREASED24,59025,455-865-3%$27.1M$19.9M-$7.2M2026-11-04
Mission Wealth Management, LP
DECREASED24,44131,425-6,984-22%$33.5M$19.8M-$13.6M2026-10-15
Integris Wealth Management, LLC
DECREASED24,21824,236-180%$25.8M$19.6M-$6.2M2026-10-14
iA Global Asset Management Inc.
DECREASED24,21630,128-5,912-20%$32.1M$19.6M-$12.4M2026-10-29
Covea Finance
NEW24,200—+24,200——$19.6M—2026-10-21
Venture Visionary Partners LLC
INCREASED24,18522,755+1,430+6%$24.2M$19.6M-$4.6M2026-10-07
Community Bank & Trust, Waco, Texas
INCREASED23,99222,861+1,131+5%$24.3M$19.5M-$4.9M2026-10-19
Sigma Planning Corp
DECREASED23,78425,189-1,405-6%$26.8M$19.2M-$7.6M2026-10-23
Dynamic Advisor Solutions LLC
DECREASED23,70724,049-342-1%$25.6M$19.2M-$6.4M2026-10-13
Overbrook Management Corp
INCREASED23,65523,187+468+2%$24.7M$19.2M-$5.5M2026-10-08
CX Institutional
INCREASED23,52712,491+11,036+88%$13.3M$19.1K-$13.3M2026-10-02
Vantage Investment Partners, LLC
INCREASED23,38622,371+1,015+5%$23.8M$19.0M-$4.9M2026-10-27
Narwhal Capital Management
INCREASED23,36922,180+1,189+5%$23.6M$18.9M-$4.7M2026-11-04
Blue Trust, Inc.
DECREASED23,27623,555-279-1%$25.1M$18.9M-$6.2M2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED23,26022,564+696+3%$24.0M$18.9M-$5.2M2026-10-16
Crestwood Advisors Group, LLC
DECREASED23,24623,348-1020%$24.9M$18.8M-$6.0M2026-10-27
New Mexico Educational Retirement Board
UNCHANGED23,10223,10200%$24.6M$18.7M-$5.9M2026-11-05
J.W. Cole Advisors, Inc.
INCREASED23,07222,702+370+2%$24.2M$18.7M-$5.5M2026-11-05
Louisiana State Employees Retirement System
DECREASED22,60023,500-900-4%$25.0M$18.3M-$6.7M2026-10-20
Ag2r LA Mondiale Gestion D'actifs
INCREASED22,31920,443+1,876+9%$21.8M$18.1M-$3.7M2026-10-26
Traynor Capital Management, Inc.
INCREASED22,14721,130+1,017+5%$22.5M$18.0M-$4.5M2026-10-29
Wedbush Securities Inc
DECREASED21,95222,428-476-2%$23.9M$17.8M-$6.1M2026-10-22
Integrity Alliance, Llc.
INCREASED21,87914,349+7,530+52%$15.3M$17.7M+$2.5M2026-10-29
Greenwood Gearhart LLC
INCREASED21,42621,216+210+1%$22.6M$17.4M-$5.2M2026-11-02
Tufton Capital Management
DECREASED21,38921,801-412-2%$23.2M$17.3M-$5.9M2026-10-20
McGuire Investment Group, LLC
DECREASED21,05221,108-560%$22.5M$17.1M-$5.4M2026-10-23
Mather Group, Llc.
INCREASED20,81018,974+1,836+10%$20.2M$16.9M-$3.3M2026-10-14
Fusion Capital, LLC
DECREASED20,64820,753-105-1%$22.1M$16.7M-$5.4M2026-10-28
Cadinha & Co LLC
DECREASED20,44322,251-1,808-8%$23.7M$16.6M-$7.1M2026-10-22
Sigma Investment Counselors Inc
INCREASED20,33318,547+1,786+10%$19.8M$16.5M-$3.3M2026-10-27
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED20,26421,737-1,473-7%$23.1M$16.4M-$6.7M2026-10-22
M&G Plc
INCREASED20,1514,224+15,927+377%$4.5M$16.3M+$11.8M2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
INCREASED20,06214,782+5,280+36%$15.7M$16.3M+$531.2K2026-10-21
Knights of Columbus Asset Advisors LLC
DECREASED19,83222,967-3,135-14%$24.5M$16.1M-$8.4M2026-11-05
Principle Wealth Partners LLC
DECREASED19,81320,342-529-3%$21.7M$16.1M-$5.6M2026-11-02
OAK Ridge Investments LLC
DECREASED19,79220,755-963-5%$22.1M$16.0M-$6.1M2026-10-30
Welch & Forbes LLC
DECREASED19,62820,137-509-3%$21.4M$15.9M-$5.5M2026-11-04
TrinityBridge Ltd
INCREASED19,62618,937+689+4%$20.2M$15.9M-$4.2M2026-10-30
Citizens National Bank Trust Department
DECREASED19,61219,944-332-2%$21.2M$15.9M-$5.3M2026-11-04
Forvis Mazars Wealth Advisors, LLC
INCREASED19,59019,219+371+2%$20.5M$15.9M-$4.6M2026-10-13
Calamos Wealth Management LLC
DECREASED19,51819,805-287-1%$21.1M$15.8M-$5.3M2026-11-02
Searle & Co.
DECREASED19,37520,375-1,000-5%$21.7M$15.7M-$6.0M2026-11-04
Allied Investment Advisors, LLC
DECREASED19,31720,083-766-4%$21.4M$15.7M-$5.7M2026-10-13
Ferguson Wellman Capital Management, Inc
DECREASED19,14020,146-1,006-5%$21.5M$15.5M-$5.9M2026-10-05
Physicians Financial Services, Inc.
INCREASED19,10319,039+64+0%$20.3M$15.5M-$4.8M2026-11-04
Goelzer Investment Management, Inc.
INCREASED19,10319,073+30+0%$20.3M$15.5M-$4.8M2026-10-16
James Investment Research, Inc.
DECREASED19,01120,761-1,750-8%$22.1M$15.4M-$6.7M2026-10-22
Sagespring Wealth Partners, LLC
INCREASED18,93518,505+430+2%$19.7M$15.4M-$4.4M2026-10-22
City Holding Co
DECREASED18,81018,976-166-1%$20.2M$15.3M-$5.0M2026-10-19
Addenda Capital Inc.
UNCHANGED18,80018,80000%$20.0M$15.2M-$4.8M2026-10-13
Griffin Asset Management, Inc.
DECREASED18,78219,166-384-2%$20.4M$15.2M-$5.2M2026-10-22
Central Bank & Trust Co
DECREASED18,51719,031-514-3%$20.3M$15.0M-$5.3M2026-10-09
Compound Planning, Inc.
DECREASED18,35618,879-523-3%$20.1M$14.9M-$5.2M2026-11-05
Sentry LLC
DECREASED18,31818,664-346-2%$19.9M$14.9M-$5.0M2026-10-30
Koshinski Asset Management, Inc.
DECREASED18,24618,247-10%$19.4M$14.8M-$4.6M2026-10-29
Capital Investment Counsel, LLC
DECREASED18,12819,418-1,290-7%$20.7M$14.7M-$6.0M2026-10-14
Tokio Marine Asset Management Co LTD
INCREASED18,09217,290+802+5%$18.4M$14.7M-$3.7M2026-10-26
Northeast Investment Management
DECREASED17,82818,228-400-2%$19.4M$14.5M-$5.0M2026-10-30
Smith Salley Wealth Management
DECREASED17,76417,889-125-1%$19.1M$14.4M-$4.6M2026-11-03
Independent Financial Group, LLC
DECREASED17,73818,157-419-2%$19.3M$14.4M-$5.0M2026-10-13
First Financial Bank - Trust Division
DECREASED17,69618,457-761-4%$19.7M$14.3M-$5.3M2026-10-01
Sowell Financial Services LLC
DECREASED17,53417,536-20%$18.7M$14.2M-$4.5M2026-10-23
Caldwell Trust Co
DECREASED17,47517,533-580%$18.7M$14.2M-$4.5M2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED17,45216,021+1,431+9%$17.1M$14.1M-$2.9M2026-10-27
Ritholtz Wealth Management
DECREASED17,30717,455-148-1%$18.6M$14.0M-$4.6M2026-11-05
Williams Jones Wealth Management, Llc.
DECREASED17,24417,601-357-2%$18.7M$14.0M-$4.8M2026-11-05
Larson Financial Group LLC
INCREASED17,01715,074+1,943+13%$16.1M$13.8M-$2.3M2026-11-05
FFG Partners, LLC
INCREASED16,95314,217+2,736+19%$15.1M$13.7M-$1.4M2026-10-15
Fourpath Capital Management, LLC
DECREASED16,94917,287-338-2%$18.4M$13.7M-$4.7M2026-10-19
IFP Advisors, Inc
INCREASED16,64513,949+2,696+19%$14.9M$13.5M-$1.4M2026-10-16
Greenleaf Trust
INCREASED16,60916,415+194+1%$17.5M$13.5M-$4.0M2026-10-29
Bailard, Inc.
DECREASED16,57416,943-369-2%$18.0M$13.4M-$4.6M2026-10-13
Aries Wealth Management
DECREASED16,56217,525-963-5%$18.7M$13.4M-$5.2M2026-10-23
Franklin Street Advisors Inc
INCREASED16,53616,356+180+1%$17.4M$13.4M-$4.0M2026-10-13
Community Bank of Raymore
DECREASED16,39516,803-408-2%$17.9M$13.3M-$4.6M2026-10-23
Meiji Yasuda America Inc
INCREASED16,38513,351+3,034+23%$14.2M$13.3M-$932.7K2026-10-22
Ascent Wealth Partners, LLC
DECREASED16,25516,296-410%$17.4M$13.2M-$4.2M2026-10-23
Cornerstone Wealth Group, LLC
INCREASED16,0788,186+7,892+96%$8.7M$13.0M+$4.3M2026-11-02
Teamwork Financial Advisors, LLC
INCREASED15,85814,865+993+7%$15.8M$12.9M-$3.0M2026-10-19
Aull & Monroe Investment Management Corp
DECREASED15,85216,206-354-2%$17.3M$12.9M-$4.4M2026-10-16
Beese Fulmer Investment Management, Inc.
INCREASED15,83215,777+55+0%$16.8M$12.8M-$4.0M2026-10-23
Gamma Investing LLC
INCREASED15,74914,723+1,026+7%$15.7M$12.8M-$2.9M2026-10-08
Cordgrass Capital Advisors, LLC
DECREASED15,63315,753-120-1%$16.8M$12.7M-$4.1M2026-10-30
Harel Insurance Investments & Financial Services Ltd.
DECREASED15,56816,039-471-3%$17.1M$12.6M-$4.5M2026-11-02
Guyasuta Investment Advisors Inc
DECREASED15,51615,554-380%$16.6M$12.6M-$4.0M2026-10-15
Ipswich Investment Management Co., Inc.
DECREASED15,47215,627-155-1%$16.6M$12.5M-$4.1M2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED15,35214,720+632+4%$15.7M$12.4M-$3.2M2026-10-21
Atria Investments, Inc
DECREASED15,33819,582-4,244-22%$20.9M$12.4M-$8.4M2026-10-15
Gerald Baker Financial Group LLC
INCREASED15,33115,328+3+0%$16.3M$12.4M-$3.9M2026-10-09
Cullinan Associates Inc
INCREASED15,22415,128+96+1%$16.1M$12.3M-$3.8M2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED15,16714,645+522+4%$15.6M$12.3M-$3.3M2026-11-03
Gouws Capital LLC
INCREASED15,07515,066+9+0%$16.0M$12.2M-$3.8M2026-10-09
Y.D. More Investments Ltd
INCREASED15,05112,703+2,348+18%$13.5M$12.2M-$1.3M2026-11-02
Equitable Trust Co
DECREASED15,02815,577-549-4%$16.6M$12.2M-$4.4M2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED14,91614,989-730%$16.0M$12.1M-$3.9M2026-10-23
TCI Wealth Advisors, Inc.
DECREASED14,90814,948-400%$15.9M$12.1M-$3.8M2026-10-30
Neville Rodie & Shaw Inc
DECREASED14,90214,952-500%$15.9M$12.1K-$15.9M2026-10-05
Oak Harvest Investment Services
INCREASED14,84013,954+886+6%$14.9M$12.0M-$2.8M2026-10-20
Assetmark, Inc
INCREASED14,80314,583+220+2%$15.5M$12.0M-$3.5M2026-10-21
SteelPeak Wealth, LLC
INCREASED14,63713,800+837+6%$14.7M$11.9M-$2.8M2026-10-16
Montgomery Investment Management Inc
UNCHANGED14,32714,32700%$15.3M$11.6M-$3.6M2026-10-26
Eastern Bank
INCREASED14,13314,124+9+0%$15.0M$11.5M-$3.6M2026-10-05
VestGen Advisors, LLC
DECREASED14,02914,885-856-6%$15.9M$11.4M-$4.5M2026-10-27
Jackson Square Capital, LLC
DECREASED14,01715,546-1,529-10%$16.6M$11.4M-$5.2M2026-10-19
Canandaigua National Bank & Trust Co
DECREASED14,00114,953-952-6%$15.9M$11.4M-$4.6M2026-10-07
Boit C F David
DECREASED14,00014,200-200-1%$15.1M$11.4M-$3.8M2026-10-29
Trust Co of Toledo NA
INCREASED13,99513,719+276+2%$14.6M$11.3M-$3.3M2026-10-16
Quadrant Capital Group LLC
INCREASED13,91813,829+89+1%$14.7M$10.8M-$4.0M2026-10-20
North Dakota State Investment Board
INCREASED13,91213,389+523+4%$14.3M$11.3M-$3.0M2026-10-27
Zega Investments, LLC
INCREASED13,9023,449+10,453+303%$3.7M$11.3M+$7.6M2026-11-04
Plato Investment Management Ltd
INCREASED13,87413,863+11+0%$14.7M$11.3M-$3.4M2026-11-05
Pflug Koory, LLC
DECREASED13,84613,849-30%$14.7M$11.2M-$3.5M2026-10-26
Signaturefd, LLC
DECREASED13,83113,891-600%$14.8M$11.2M-$3.6M2026-10-23
Family Legacy, Inc.
DECREASED13,78113,961-180-1%$14.9M$11.2M-$3.7M2026-10-13
Reliant Investment Management, LLC
DECREASED13,77014,074-304-2%$15.0M$11.2M-$3.8M2026-10-14
Axxcess Wealth Management, LLC
DECREASED13,74921,818-8,069-37%$23.2M$11.1M-$12.1M2026-10-21
Consolidated Capital Management, LLC
INCREASED13,42613,352+74+1%$14.2M$10.9M-$3.3M2026-10-13
Spire Wealth Management
DECREASED13,38321,827-8,444-39%$23.2M$10.9M-$12.4M2026-10-30
Romano Brothers and Company
DECREASED13,36414,045-681-5%$15.0M$10.8M-$4.1M2026-10-22
Columbia Asset Management
DECREASED13,32814,167-839-6%$15.1M$10.8M-$4.3M2026-10-19
Payden & Rygel
INCREASED13,300300+13,000+4333%$319.0K$10.8M+$10.5M2026-10-28
Trust Co of Vermont
INCREASED13,25711,962+1,295+11%$12.7M$10.7M-$2.0M2026-10-21
Chilton Capital Management LLC
UNCHANGED13,15713,15700%$14.0M$10.7M-$3.3M2026-10-28
StoneX Group Inc.
DECREASED13,10713,499-392-3%$14.4M$10.6M-$3.8M2026-11-03
Wesbanco Bank Inc
DECREASED13,04218,411-5,369-29%$19.6M$10.6M-$9.0M2026-11-04
Alps Advisors Inc
DECREASED13,00616,973-3,967-23%$18.1M$10.5M-$7.5M2026-11-03
Eukles Asset Management
INCREASED12,94912,905+44+0%$13.7M$10.5M-$3.2M2026-11-04
Nicholas Hoffman & Company, Llc.
DECREASED12,86112,909-480%$13.7M$10.4M-$3.3M2026-10-30
WealthPlan Investment Management, LLC
INCREASED12,81912,152+667+5%$12.9M$10.4M-$2.5M2026-10-15
First Citizens Bank & Trust Co
INCREASED12,6955,666+7,029+124%$6.0M$10.3M+$4.3M2026-10-14
Malaga Cove Capital, LLC
DECREASED12,68113,197-516-4%$14.1M$10.3M-$3.8M2026-10-23
Synergy Asset Management, LLC
INCREASED12,5242,941+9,583+326%$3.1M$10.2M+$7.0M2026-11-05
Parallel Advisors, LLC
DECREASED12,51613,025-509-4%$13.9M$10.1M-$3.7M2026-11-03
BNC Wealth Management, LLC
INCREASED12,41712,357+60+0%$13.2M$10.1M-$3.1M2026-10-19
Stenger Family Office, LLC
INCREASED12,32111,136+1,185+11%$11.9M$9.5M-$2.3M2026-10-22
Anderson Hoagland & Co
UNCHANGED12,31412,31400%$13.1M$8.7M-$4.4M2026-10-23
J. Safra Sarasin Holding AG
INCREASED12,28012,181+99+1%$10.2M$9.2M-$1.1M2026-10-26
Triangle Securities Wealth Management
INCREASED12,2216,161+6,060+98%$6.6M$11.5M+$4.9M2026-10-14
Lmcg Investments, LLC
DECREASED12,19915,428-3,229-21%$16.4M$9.9M-$6.5M2026-10-21
Viewpoint Capital Management LLC
INCREASED12,1518,650+3,501+40%$9.2M$9.9M+$640.5K2026-10-27
Gilliland Jeter Wealth Management LLC
DECREASED12,14212,151-90%$12.9M$9.8M-$3.1M2026-10-28
North Star Investment Management Corp.
DECREASED12,12012,195-75-1%$13.0M$9.8M-$3.2M2026-10-27
RFG Advisory, LLC
INCREASED12,0769,930+2,146+22%$10.6M$9.8M-$784.0K2026-11-03
J.P. Marvel Investment Advisors, LLC
DECREASED11,84611,856-100%$12.6M$9.6M-$3.0M2026-11-02
Creative Financial Designs Inc
INCREASED11,80111,662+139+1%$12.4M$9.6M-$2.9M2026-11-04
Whitener Capital Management, Inc.
INCREASED11,75811,582+176+2%$12.3M$9.5M-$2.8M2026-10-15
CoreCap Advisors, LLC
DECREASED11,73412,756-1,022-8%$13.6M$9.5M-$4.1M2026-10-08
Bridgelight Financial Advisors, Inc.
INCREASED11,68211,668+14+0%$12.4M$9.5M-$3.0M2026-10-20
Brighton Jones LLC
INCREASED11,66810,841+827+8%$11.5M$9.5M-$2.1M2026-11-03
Kintegral Advisory, LLC
INCREASED11,52711,462+65+1%$12.2M$9.3M-$2.9M2026-10-16
Wealthcare Advisory Partners LLC
DECREASED11,34411,613-269-2%$12.4M$9.2M-$3.2M2026-10-21
Sapient Capital LLC
INCREASED11,32511,149+176+2%$11.9M$9.2M-$2.7M2026-10-08
Sterling Capital Management LLC
DECREASED11,30312,416-1,113-9%$13.2M$9.2M-$4.1M2026-10-22
Spirit of America Management Corp
INCREASED11,24011,190+50+0%$11.9M$9.1M-$2.8M2026-10-14
Jacobi Capital Management LLC
DECREASED11,21211,247-350%$12.0M$9.1M-$2.9M2026-11-05
Perryman Financial Advisory Inc
INCREASED11,07210,737+335+3%$11.4M$9.0M-$2.5M2026-10-16
Monument Capital Management
DECREASED11,06311,280-217-2%$12.0M$9.0M-$3.0M2026-10-09
Aaron Wealth Advisors LLC
DECREASED11,03411,790-756-6%$12.6M$8.9M-$3.6M2026-10-13
Capital Asset Advisory Services LLC
INCREASED11,0107,777+3,233+42%$8.3M$7.8M-$529.3K2026-10-30
Old National Bancorp
INCREASED10,97110,407+564+5%$11.1M$8.9M-$2.2M2026-10-20
Providence Wealth Advisors, LLC
DECREASED10,95111,040-89-1%$10.8M$9.3M-$1.6M2026-10-29
SevenBridge Financial Group, LLC
DECREASED10,94412,290-1,346-11%$10.4M$7.9M-$2.4M2026-10-26
Plimoth Trust Co LLC
INCREASED10,77010,522+248+2%$11.2M$8.7M-$2.5M2026-10-26
Asset Dedication, LLC
DECREASED10,69011,044-354-3%$11.8M$8.7M-$3.1M2026-11-03
Indiana Trust & Investment Management Co
INCREASED10,64710,557+90+1%$11.2M$8.6M-$2.6M2026-10-22
Ascent Group, LLC
INCREASED10,54510,359+186+2%$11.0M$8.6M-$2.5M2026-10-30
Wedmont Private Capital
INCREASED10,54310,012+531+5%$9.5M$8.4M-$1.1M2026-10-09
Occidental Asset Management, LLC
INCREASED10,49810,195+303+3%$10.9M$8.5M-$2.3M2026-11-05
Cooper Capital Advisors LLC
NEW10,418—+10,418——$8.4M—2026-10-29
Focus Financial Network, Inc.
INCREASED10,40710,043+364+4%$10.7M$8.4M-$2.3M2026-10-14
Elite Wealth Management, Inc.
INCREASED10,4064,882+5,524+113%$5.2M$8.4M+$3.2M2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED10,3447,660+2,684+35%$8.2M$8.4M+$234.4K2026-11-05
Stokes Capital Advisors, LLC
INCREASED10,25510,019+236+2%$10.7M$8.3M-$2.4M2026-10-09
First Merchants Corp
DECREASED10,25310,324-71-1%$11.0M$8.3M-$2.7M2026-10-15
New Hampshire Trust
DECREASED10,19410,980-786-7%$11.7M$8.3M-$3.4M2026-10-20
Acorn Financial Advisory Services Inc
INCREASED10,1888,619+1,569+18%$9.2M$8.3M-$917.9K2026-11-02
Capital Investment Counsel, Inc
INCREASED10,0289,610+418+4%$10.2M$8.1M-$2.1M2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED10,02010,027-70%$10.7M$8.1M-$2.6M2026-10-16
Jones Kertz & Associates, Inc.
DECREASED9,98510,073-88-1%$10.7M$8.1M-$2.6M2026-10-28
Chicago Capital, LLC
DECREASED9,93210,003-71-1%$10.7M$8.1M-$2.6M2026-10-13
LMG Wealth Partners, LLC
INCREASED9,8429,767+75+1%$10.4M$8.0M-$2.4M2026-11-05
Jefferies Financial Group Inc.
DECREASED9,82410,617-793-7%$11.3M$8.0M-$3.3M2026-11-05
Daymark Wealth Partners, LLC
INCREASED9,7699,190+579+6%$9.8M$7.9M-$1.9M2026-11-04
Jericho Financial, LLP
INCREASED9,7099,649+60+1%$10.3M$7.9M-$2.4M2026-10-13
Mattern Wealth Management LLC
DECREASED9,7049,771-67-1%$10.4M$7.9M-$2.5M2026-11-04
Asset One Wealth Management LLC
INCREASED9,6968,385+1,311+16%$7.7M$7.9M+$195.2K2026-11-02
Mystic Asset Management, Inc.
DECREASED9,6279,809-182-2%$10.4M$7.8M-$2.6M2026-10-15
Nilsine Partners, LLC
DECREASED9,6149,750-136-1%$10.4M$7.8M-$2.6M2026-11-02
Argyle Capital Management, LLC
DECREASED9,55710,082-525-5%$10.7M$8.1M-$2.7M2026-10-28
Geneva Partners, LLC
DECREASED9,52510,746-1,221-11%$11.4M$7.7M-$3.7M2026-10-26
Tritonpoint Wealth, LLC
DECREASED9,5059,764-259-3%$10.4M$7.7M-$2.7M2026-10-19
Cornerstone Wealth Management, LLC
INCREASED9,5019,379+122+1%$10.0M$7.7M-$2.3M2026-11-04
Finer Wealth Management, Inc.
DECREASED9,4899,816-327-3%$10.5M$7.7M-$2.8M2026-10-16
Polaris Financial Partners
NEW9,482—+9,482——$7.8K—2026-10-02
PFG Advisors
DECREASED9,46911,057-1,588-14%$11.8M$7.7M-$4.1M2026-10-16
Rockline Wealth Management, LLC
DECREASED9,4319,752-321-3%$10.4M$7.6M-$2.7M2026-10-26
Perigon Wealth Management, LLC
DECREASED9,34910,528-1,179-11%$11.2M$7.6M-$3.6M2026-10-22
Hudson Capital Management LLC
DECREASED9,3499,942-593-6%$10.6M$7.6M-$3.0M2026-10-20
Slow Capital, Inc.
INCREASED9,2609,205+55+1%$9.8M$7.5M-$2.3M2026-10-23
CPA Asset Management Group, LLC
DECREASED9,1979,466-269-3%$10.1M$7.5M-$2.6M2026-10-26
Financial & Tax Architects, LLC
INCREASED9,1539,062+91+1%$9.6M$7.4M-$2.2M2026-10-15
Moneco Advisors, LLC
DECREASED9,1409,710-570-6%$10.3M$7.4M-$2.9M2026-11-05
RFG - Bristol Wealth Advisors, LLC
DECREASED9,1139,542-429-4%$10.2M$7.4M-$2.8M2026-10-09
Financial Synergies Wealth Advisors, Inc.
INCREASED9,0309,012+18+0%$9.6M$7.3M-$2.3M2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED8,99710,286-1,289-13%$11.0M$7.3M-$3.7M2026-10-16
Coastline Trust Co
DECREASED8,9909,355-365-4%$10.0M$7.3M-$2.7M2026-10-01
Churchill Financial Advisors, LLC
INCREASED8,9688,768+200+2%$9.3M$7.3M-$2.1M2026-10-20
Cullen T Bankers, Inc.
DECREASED8,9389,072-134-1%$9.7M$7.2M-$2.4M2026-10-28
Naples Global Advisors, LLC
DECREASED8,9358,941-60%$9.5M$7.2M-$2.3M2026-11-05
Delta Capital Management LLC
INCREASED8,8508,840+10+0%$9.4M$7.2M-$2.2M2026-10-16
V-Square Quantitative Management LLC
INCREASED8,8448,120+724+9%$8.6M$7.2M-$1.5M2026-10-15
MV Capital Management, Inc.
DECREASED8,8359,218-383-4%$9.8M$7.2M-$2.7M2026-10-29
Fairfield Financial Advisors, LTD
INCREASED8,8328,575+257+3%$9.1M$7.2M-$2.0M2026-10-14
Mitchell Capital Management Co
DECREASED8,8198,864-45-1%$9.4M$7.2M-$2.3M2026-10-29
Montag A & Associates Inc
DECREASED8,79512,260-3,465-28%$13.1M$7.1M-$5.9M2026-10-29
Penobscot Investment Management Company, Inc.
DECREASED8,7798,841-62-1%$9.4M$7.1M-$2.3M2026-10-26
Parcion Private Wealth LLC
INCREASED8,7658,312+453+5%$8.9M$7.1M-$1.7M2026-10-28
Confluence Wealth Services, Inc.
DECREASED8,7589,423-665-7%$10.0M$7.1M-$2.9M2026-11-05
HUB Investment Partners, LLC
INCREASED8,7118,080+631+8%$8.6M$7.1M-$1.5M2026-11-03
Burney Co/
DECREASED8,6968,756-60-1%$9.3M$7.1M-$2.3M2026-10-15
Modera Wealth Management, LLC
INCREASED8,6267,448+1,178+16%$7.9M$7.0M-$937.2K2026-10-28
Cumberland Advisors Inc
DECREASED8,6158,640-250%$9.2M$7.0M-$2.2M2026-10-30
Indivisible Partners
DECREASED8,61411,404-2,790-24%$12.1M$7.0M-$5.2M2026-10-26
Hartford Financial Management Inc.
INCREASED8,4938,452+41+0%$9.0M$6.9M-$2.1M2026-10-21
Palisade Asset Management, LLC
INCREASED8,4678,465+2+0%$9.0M$6.9M-$2.1M2026-11-03
Robbins Farley
INCREASED8,4597,177+1,282+18%$7.6M$6.9M-$784.3K2026-10-21
Procyon Advisors, LLC
DECREASED8,44610,122-1,676-17%$10.8M$6.8M-$3.9M2026-10-21
Great Lakes Retirement, Inc.
INCREASED8,4088,103+305+4%$8.6M$6.8M-$1.8M2026-10-26
Mill Capital Management, LLC
DECREASED8,3788,408-300%$9.0M$6.8M-$2.2M2026-10-26
Factor Wealth Management LTD
DECREASED8,3528,373-210%$8.9M$6.8M-$2.1M2026-10-08
Concord Wealth Partners
DECREASED8,3509,417-1,067-11%$10.0M$6.8M-$3.3M2026-11-02
Cullen Investment Group, Ltd.
DECREASED8,3358,562-227-3%$9.1M$6.7M-$2.5M2026-10-13
Diversify Wealth Management, LLC
INCREASED8,2896,151+2,138+35%$5.4M$6.1M+$726.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED8,2896,151+2,138+35%$5.4M$6.1M+$726.6K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED8,2578,247+10+0%$8.8M$6.7M-$2.1M2026-10-23
GAM Holding AG
DECREASED8,2548,858-604-7%$9.4M$6.7M-$2.7M2026-11-03
Nordwand Advisors, LLC
DECREASED8,1788,230-52-1%$8.8M$6.6M-$2.1M2026-11-05
Granite Investment Partners, LLC
INCREASED8,1477,820+327+4%$8.3M$6.6M-$1.7M2026-11-04
Profund Advisors LLC
DECREASED8,1438,661-518-6%$9.2M$6.6M-$2.6M2026-10-29
Fulcrum Asset Management LLP
INCREASED8,0977,158+939+13%$7.4M$6.7M-$702.3K2026-11-04
Accurate Wealth Management, LLC
INCREASED8,0617,684+377+5%$7.3M$6.2M-$1.1M2026-10-20
United Capital Management of KS, Inc.
DECREASED8,0588,236-178-2%$8.8M$6.5M-$2.2M2026-11-04
River Street Advisors LLC
DECREASED7,9838,133-150-2%$8.7M$6.5M-$2.2M2026-10-22
Westover Capital Advisors, LLC
INCREASED7,9534,676+3,277+70%$5.0M$6.4M+$1.5M2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED7,9276,835+1,092+16%$7.1M$6.4M-$634.8K2026-10-13
Hudock, Inc.
DECREASED7,8848,106-222-3%$8.6M$6.4M-$2.2M2026-10-14
Concord Asset Management, LLC
DECREASED7,8428,092-250-3%$8.6M$6.4M-$2.3M2026-11-02
Highland Capital Management, LLC
DECREASED7,79613,588-5,792-43%$14.5M$6.3M-$8.1M2026-10-26
Conning Inc.
DECREASED7,78341,798-34,015-81%$44.5M$6.3M-$38.2M2026-10-27
Godsey & Gibb, Inc
INCREASED7,781222+7,559+3405%$236.4K$6.3M+$6.1M2026-10-14
Valley Brook Capital Group, Inc.
INCREASED7,7687,723+45+1%$8.2M$6.3M-$1.9M2026-10-26
Petredis Investment Advisors LLC
INCREASED7,7457,719+26+0%$8.2M$6.3M-$1.9M2026-10-20
CWA Asset Management Group, LLC
UNCHANGED7,7277,72700%$8.2M$6.3M-$2.0M2026-10-19
Cornell Pochily Investment Advisors, Inc.
DECREASED7,6787,800-122-2%$8.3M$6.2M-$2.1M2026-10-19
Ignite Planners, LLC
INCREASED7,6586,563+1,095+17%$7.0M$6.2M-$760.9K2026-10-14
Huntleigh Advisors, Inc.
INCREASED7,6567,408+248+3%$7.9M$6.2M-$1.7M2026-11-03
Avior Wealth Management, LLC
INCREASED7,5787,544+34+0%$8.0M$6.1M-$1.9M2026-10-13
Global Wealth Management Investment Advisory, Inc.
INCREASED7,5767,204+372+5%$7.7M$6.1M-$1.5M2026-11-04
Exchange Bank
INCREASED7,5617,472+89+1%$8.0M$6.1M-$1.8M2026-10-07
Legacy Bridge, LLC
DECREASED7,5597,679-120-2%$8.2M$6.1M-$2.0M2026-10-28
Advocate Group LLC
DECREASED7,53811,714-4,176-36%$12.5M$6.1M-$6.4M2026-10-19
Hanson & Doremus Investment Management
DECREASED7,4877,512-250%$8.0M$6.1M-$1.9M2026-10-16
Old Port Advisors
DECREASED7,4717,489-180%$8.0M$6.1M-$1.9M2026-10-23
Fairvoy Private Wealth, LLC
INCREASED7,4235,666+1,757+31%$6.0M$6.0M-$15.2K2026-10-19
Investors Asset Management of Georgia Inc
DECREASED7,4227,447-250%$7.9M$6.0M-$1.9M2026-10-20
Evergreen Capital Management LLC
INCREASED7,4217,383+38+1%$7.9M$6.0M-$1.8M2026-10-23
Y-Intercept (Hong Kong) Ltd
NEW7,405—+7,405——$6.0M—2026-10-16
Financial Enhancement Group LLC
INCREASED7,2335,851+1,382+24%$6.2M$5.9M-$344.4K2026-10-08
Apella Capital, LLC
INCREASED7,2256,429+796+12%$6.0M$5.9M-$163.3K2026-10-08
Boltwood Capital Management
DECREASED7,1907,359-169-2%$7.8M$5.8M-$2.0M2026-10-02
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED7,1757,211-360%$7.7M$5.8M-$1.9M2026-10-15
Gables Capital Management Inc.
DECREASED7,1507,250-100-1%$7.7M$5.8M-$1.9M2026-11-04
Studio Investment Management LLC
DECREASED7,1208,767-1,647-19%$9.3M$5.8M-$3.6M2026-10-22
Capital Management Associates, Inc
DECREASED7,0967,312-216-3%$7.8M$5.8M-$2.0M2026-10-20
Clear Trail Advisors, LLC
INCREASED7,0847,064+20+0%$7.5M$5.7M-$1.8M2026-10-20
Portfolio Design Labs, LLC
INCREASED7,0596,788+271+4%$7.2M$5.7M-$1.5M2026-11-04
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED7,0557,05500%$7.5M$5.7M-$1.8M2026-11-02
Global Trust Asset Management, LLC
DECREASED7,0287,256-228-3%$7.7M$5.7M-$2.0M2026-10-19
BCM Advisors, LLC
DECREASED7,0247,049-250%$6.3M$4.4M-$1.9M2026-11-03
Private Trust Co NA
INCREASED7,0026,358+644+10%$6.8M$5.7M-$1.1M2026-10-20
Iowa State Bank
DECREASED6,9678,957-1,990-22%$9.5M$5.6M-$3.9M2026-10-06
Marathon Wealth Advisors LLC
DECREASED6,9647,050-86-1%$7.5M$5.6M-$1.9M2026-11-04
RMR Wealth Builders
INCREASED6,9635,057+1,906+38%$5.4M$5.6M+$260.5K2026-10-22
Compass Financial Management LLC
INCREASED6,9506,752+198+3%$6.2M$5.6M-$527.1K2026-10-30
Avantax Planning Partners, Inc.
DECREASED6,9446,977-330%$7.4M$5.6M-$1.8M2026-11-03
Verdence Capital Advisors LLC
INCREASED6,9276,833+94+1%$7.3M$5.6M-$1.7M2026-10-26
Weaver Capital Management LLC
INCREASED6,9106,491+419+6%$4.6M$5.6M+$1.0M2026-10-15
Shepherd Financial Partners LLC
DECREASED6,8966,913-170%$7.4M$5.6M-$1.8M2026-11-03
Harbor Capital Advisors, Inc.
INCREASED6,8046,770+34+1%$7.2M$5.5M-$1.7M2026-10-22
True North Advisors, LLC
INCREASED6,7805,142+1,638+32%$5.5M$5.5M+$21.0K2026-10-22
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED6,7756,811-36-1%$7.3M$5.5M-$1.8M2026-10-22
MCF Advisors LLC
INCREASED6,7566,733+23+0%$7.2M$5.5M-$1.7M2026-10-28
Compton Wealth Advisory Group, LLC
DECREASED6,7556,930-175-3%$6.9M$5.6M-$1.3M2026-10-13
1900 Wealth Management LLC
INCREASED6,7036,263+440+7%$6.7M$5.4M-$1.2M2026-10-13
Eagle Rock Investment Company, LLC
UNCHANGED6,7006,70000%$7.1M$5.4M-$1.7M2026-10-21
Fulton Bank, N.A.
INCREASED6,6734,676+1,997+43%$5.0M$5.4M+$430.9K2026-10-14
Wilkerson Advisory Group LLC
DECREASED6,6586,724-66-1%$7.2M$5.4M-$1.8M2026-10-20
Trust Investment Advisors
INCREASED6,6455,966+679+11%$6.4M$5.4M-$965.5K2026-10-20
Focused Wealth Management, Inc
INCREASED6,6306,432+198+3%$6.8M$5.4M-$1.5M2026-10-30
AMG National Trust Bank
DECREASED6,6216,629-80%$7.1M$5.4M-$1.7M2026-11-05
Cross Staff Investments Inc
DECREASED6,5986,781-183-3%$7.2M$5.3M-$1.9M2026-10-22
Summit Wealth Group LLC / Co
INCREASED6,5812,254+4,327+192%$2.4M$5.3M+$2.9M2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED6,5776,57700%$7.0M$7.0M$02026-10-15
Nemes Rush Group LLC
DECREASED6,5616,564-30%$7.0M$5.3M-$1.7M2026-11-04
Signal Advisors Wealth, LLC
INCREASED6,5583,745+2,813+75%$4.0M$5.3M+$1.3M2026-10-13
Guardian Wealth Management, Inc.
DECREASED6,5246,581-57-1%$7.0M$5.3M-$1.7M2026-10-30
MB, Levis & Associates, LLC
INCREASED6,5186,512+6+0%$6.9M$5.3M-$1.6M2026-10-16
Radnor Capital Management, LLC
DECREASED6,5117,091-580-8%$7.6M$5.3M-$2.3M2026-10-23
Nfsg Corp
INCREASED6,4681,324+5,144+389%$1.4M$5.2M+$3.8M2026-10-15
Ascentis Independent Advisors
INCREASED6,41616+6,400+40000%$17.0K$5.2M+$5.2M2026-11-03
M Holdings Securities, Inc.
NEW6,415—+6,415——$4.1K—2026-11-03
TritonPoint Partners, LLC
DECREASED6,4059,969-3,564-36%$10.6M$5.2M-$5.4M2026-11-05
Sava Infond d.o.o.
DECREASED6,4007,500-1,100-15%$8.0M$5.2M-$2.8M2026-10-28
Greenfield Savings Bank
INCREASED6,3786,348+30+0%$6.8M$5.2M-$1.6M2026-10-07
Adirondack Trust Co
DECREASED6,3556,992-637-9%$7.4M$5.2M-$2.3M2026-10-14
Oarsman Capital, Inc.
DECREASED6,3327,683-1,351-18%$8.2M$5.1M-$3.0M2026-11-05
Cypress Capital Group
INCREASED6,3315,197+1,134+22%$5.5M$5.1M-$401.2K2026-11-03
Cambridge Advisors Inc.
DECREASED6,2916,337-46-1%$6.7M$5.1M-$1.6M2026-10-19
International Assets Investment Management, LLC
INCREASED6,2265,602+624+11%$5.6M$5.1M-$409.4K2026-11-02
Legacy Financial Strategies, LLC
DECREASED6,2166,554-338-5%$7.0M$5.0M-$1.9M2026-10-15
AdvisorNet Financial, Inc
DECREASED6,2006,219-190%$6.6M$4.6M-$2.0M2026-10-15
Hixon Zuercher, LLC
INCREASED6,1996,162+37+1%$6.6M$5.0M-$1.5M2026-10-13
Capital Investment Advisory Services, LLC
INCREASED6,1915,760+431+7%$6.1M$5.0M-$1.1M2026-10-30
JBR Co Financial Management Inc
DECREASED6,1756,205-300%$6.6M$6.1M-$485.7K2026-10-13
Nations Financial Group Inc,
INCREASED6,1705,718+452+8%$6.1M$5.0M-$1.1M2026-11-05
Weatherly Asset Management L. P.
DECREASED6,1676,231-64-1%$6.6M$5.0M-$1.6M2026-10-20
Courier Capital LLC
INCREASED6,1646,161+3+0%$6.6M$5.0M-$1.6M2026-10-19
DT Investment Partners, LLC
DECREASED6,1347,148-1,014-14%$7.6M$5.0M-$2.6M2026-10-27
Ellis Investment Partners, LLC
DECREASED6,1086,148-40-1%$6.5M$5.0M-$1.6M2026-10-21
Beacon Bank & Trust
INCREASED6,1056,009+96+2%$6.4M$4.9M-$1.4M2026-10-27
Cottage Street Advisors LLC
DECREASED6,0966,267-171-3%$6.6M$4.9M-$1.7M2026-10-19
Allegheny Financial Group
INCREASED6,0956,086+9+0%$6.5M$4.9M-$1.5M2026-11-05
Cove Private Wealth, LLC
INCREASED6,0275,968+59+1%$6.4M$4.9M-$1.5M2026-10-28
Frank, Rimerman Advisors LLC
DECREASED5,9916,001-100%$6.4M$4.9M-$1.5M2026-10-16
Leelyn Smith, LLC
INCREASED5,9815,765+216+4%$6.1M$4.8M-$1.3M2026-11-03
Cornerstone Planning, LLC
INCREASED5,9445,926+18+0%$6.3M$5.9M-$420.4K2026-10-27
Columbia Bank
DECREASED5,9346,115-181-3%$6.5M$4.8M-$1.7M2026-10-29
Chicago Partners Investment Group LLC
INCREASED5,8774,237+1,640+39%$3.8M$4.0M+$247.2K2026-10-27
Old Mission Investment Co LLC
DECREASED5,8196,179-360-6%$6.6M$4.7M-$1.9M2026-10-22
JFS Wealth Advisors, LLC
DECREASED5,8065,812-60%$6.2M$4.7M-$1.5M2026-11-03
Roman Butler Fullerton & Co
DECREASED5,7655,948-183-3%$5.5M$4.2M-$1.4M2026-10-27
Brady Family Wealth, LLC
DECREASED5,7375,978-241-4%$6.4M$4.7M-$1.7M2026-11-02
Howland Capital Management LLC
DECREASED5,7316,659-928-14%$7.1M$4.6M-$2.4M2026-10-22
AM Investment Strategies LLC
UNCHANGED5,7195,71900%$6.1M$4.6M-$1.5M2026-11-05
Cordatus Wealth Management LLC
DECREASED5,6865,720-34-1%$6.1M$4.6M-$1.5M2026-10-19
Sierra Summit Advisors LLC
INCREASED5,6715,652+19+0%$6.0M$4.6M-$1.4M2026-10-28
First National Bank Sioux Falls
UNCHANGED5,6515,65100%$4.4M$4.6M+$215.5K2026-10-13
Kentucky Trust Co
DECREASED5,6205,734-114-2%$6.1M$4.6M-$1.5M2026-10-15
SeaCrest Wealth Management, LLC
DECREASED5,5905,763-173-3%$6.1M$4.5M-$1.6M2026-10-21
Quintet Private Bank (Europe) S.A.
INCREASED5,5824,565+1,017+22%$4.9M$4.5M-$335.4K2026-10-08
Bensler, LLC
INCREASED5,5572,003+3,554+177%$2.1M$4.5M+$2.4M2026-11-05
Sitrin Capital Management LLC
DECREASED5,5575,614-57-1%$6.0M$4.5M-$1.5M2026-10-19
Wealth Group, Ltd.
DECREASED5,55619,039-13,483-71%$20.3M$4.5M-$15.8M2026-10-30
Trueblood Wealth Management, LLC
DECREASED5,4975,559-62-1%$5.9M$4.5M-$1.5M2026-10-23
Garde Capital, Inc.
INCREASED5,4895,482+7+0%$5.8M$4.5M-$1.4M2026-10-29
Parkside Financial Bank & Trust
INCREASED5,4855,483+2+0%$5.8M$4.4M-$1.4M2026-10-27
Aljian Capital Management, LLC
DECREASED5,4635,513-50-1%$5.9M$4.4M-$1.4M2026-10-28
Bahl & Gaynor LLC
INCREASED5,4524,859+593+12%$5.2M$4.4M-$753.9K2026-11-05
Root Financial Partners, LLC
INCREASED5,4355,180+255+5%$5.5M$4.4M-$1.1M2026-10-21
SAX Wealth Advisors, LLC
INCREASED5,4304,364+1,066+24%$3.1M$4.4M+$1.3M2026-10-13
Everhart Financial Group, Inc.
INCREASED5,3835,258+125+2%$5.6M$4.4M-$1.2M2026-10-08
Woodmont Investment Counsel LLC
INCREASED5,3745,372+2+0%$5.7M$4.4M-$1.4M2026-10-29
First Horizon Corp
INCREASED5,3715,248+123+2%$5.6M$4.4M-$1.2M2026-10-26
Ti-Trust, Inc
UNCHANGED5,3445,34400%$5.7M$4.3M-$1.4M2026-10-21
Security National Bank
DECREASED5,3435,549-206-4%$5.9M$4.3M-$1.6M2026-10-26
Arrow Financial Corp
DECREASED5,3245,633-309-5%$6.0M$4.3M-$1.7M2026-10-26
Compagnie Lombard Odier SCmA
INCREASED5,3245,149+175+3%$5.5M$4.3M-$1.2M2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED5,3065,291+15+0%$5.6M$4.3M-$1.3M2026-10-29
Chapin Davis, Inc.
DECREASED5,3025,445-143-3%$5.8M$4.3M-$1.5M2026-10-09
Avidian Wealth Enterprises, LLC
DECREASED5,3025,356-54-1%$5.7M$4.3M-$1.4M2026-10-08
TD Private Client Wealth LLC
DECREASED5,3005,474-174-3%$5.8M$4.3M-$1.5M2026-10-28
Norden Group LLC
DECREASED5,2735,360-87-2%$5.7M$4.3M-$1.4M2026-10-20
Wealth Architects, LLC
INCREASED5,2405,202+38+1%$5.5M$4.2M-$1.3M2026-11-03
Watershed Private Wealth LLC
DECREASED5,2385,254-160%$5.6M$4.2M-$1.3M2026-10-30
Victrix Investment Advisors
DECREASED5,2305,385-155-3%$5.7M$4.2M-$1.5M2026-10-13
Joel Isaacson & Co., LLC
INCREASED5,2275,136+91+2%$5.5M$4.2M-$1.2M2026-11-05
Precedent Wealth Partners, LLC
INCREASED5,2164,871+345+7%$5.2M$4.2M-$957.6K2026-10-21
Silverlake Wealth Management LLC
DECREASED5,1965,429-233-4%$5.8M$4.2M-$1.6M2026-10-21
Charles Schwab Trust Co
INCREASED5,1833,989+1,194+30%$4.2M$4.2M-$45.6K2026-10-15
HCR Wealth Advisors
INCREASED5,1745,099+75+1%$5.4M$4.2M-$1.2M2026-10-15
AlphaCore Capital LLC
INCREASED5,1444,331+813+19%$4.6M$4.2M-$441.3K2026-11-04
Left Brain Wealth Management, LLC
INCREASED5,1365,078+58+1%$5.4M$4.2M-$1.2M2026-10-28
Massachusetts Wealth Management
DECREASED5,1316,141-1,010-16%$6.5M$4.2M-$2.4M2026-10-21
Redmond Asset Management, LLC
DECREASED5,1225,221-99-2%$5.6M$4.2M-$1.4M2026-10-27
Biltmore Family Office, LLC
INCREASED5,1135,108+5+0%$5.4M$4.1M-$1.3M2026-11-03
ARS Wealth Advisors Group, LLC
INCREASED5,1025,097+5+0%$5.4M$4.1M-$1.3M2026-10-16
DSG Capital Advisors, LLC
INCREASED5,0984,751+347+7%$4.4M$4.1M-$300.9K2026-11-05
Cooper Financial Group
INCREASED5,0974,694+403+9%$5.0M$4.1M-$866.6K2026-10-07
Stone Summit Wealth LLC
DECREASED5,0655,707-642-11%$6.1M$4.1M-$2.0M2026-10-14
Flagship Harbor Advisors, LLC
INCREASED5,0384,448+590+13%$4.7M$4.1M-$652.0K2026-10-26
Crown Oak Advisors, LLC
UNCHANGED5,0345,03400%$5.4M$4.1M-$1.3M2026-10-16
GC Wealth Management RIA, LLC
INCREASED5,0284,222+806+19%$4.5M$4.1M-$419.4K2026-11-02
BOS Asset Management, LLC
DECREASED5,0145,064-50-1%$5.4M$4.1M-$1.3M2026-10-09
Viking Fund Management LLC
INCREASED5,0004,000+1,000+25%$4.3M$4.1M-$205.7K2026-10-14
Isthmus Partners, LLC
DECREASED4,9895,022-33-1%$5.3M$4.0M-$1.3M2026-10-21
Ellsworth Advisors, LLC
INCREASED4,9864,839+147+3%$4.4M$4.0M-$382.0K2026-10-15
Krilogy Financial LLC
INCREASED4,9804,572+408+9%$4.9M$4.0M-$887.6K2026-10-13
Myriad Asset Management Advisors LLC
INCREASED4,9774,836+141+3%$5.2M$4.0M-$1.1M2026-11-03
Investment Partners, Ltd.
INCREASED4,9723,406+1,566+46%$3.6M$4.0M+$403.0K2026-10-29
L. Roy Papp & Associates, LLP
DECREASED4,9635,387-424-8%$5.7M$4.0M-$1.7M2026-10-21
Ashurst Perkins Coie Trust Co
INCREASED4,9544,828+126+3%$5.1M$4.0M-$1.1M2026-10-15
Northern Financial Advisors Inc
DECREASED4,9515,147-196-4%$5.5M$4.0M-$1.5M2026-10-29
Wright Investors Service Inc
DECREASED4,9417,895-2,954-37%$8.4M$4.0M-$4.4M2026-11-02
Connecticut Wealth Management, LLC
DECREASED4,9255,248-323-6%$5.6M$4.0M-$1.6M2026-10-13
Plancorp, LLC
INCREASED4,9213,570+1,351+38%$3.3M$3.1M-$260.6K2026-11-03
FCG Investment Co
INCREASED4,9073,843+1,064+28%$4.1M$4.0M-$113.9K2026-10-13
CPC Advisors, LLC
INCREASED4,893564+4,329+768%$600.6K$4.0M+$3.4M2026-10-21
Vaquero Private Wealth, LTD
UNCHANGED4,8904,89000%$5.2M$4.0M-$1.2M2026-10-27
Harbor Group, Inc.
INCREASED4,8794,869+10+0%$5.2M$4.0M-$1.2M2026-10-14
Facet Wealth, Inc.
INCREASED4,8564,373+483+11%$4.7M$3.9M-$719.6K2026-11-04
Heritage Wealth Management, Inc.
DECREASED4,8295,813-984-17%$6.2M$3.9M-$2.3M2026-10-28
Princeton Capital Management LLC
UNCHANGED4,8014,80100%$5.1M$3.9M-$1.2M2026-10-27
Guardian Investment Management
UNCHANGED4,8004,80000%$5.1M$3.9M-$1.2M2026-10-23
Stanley-Laman Group, Ltd.
DECREASED4,7684,839-71-1%$5.2M$3.9M-$1.3M2026-10-20
West Branch Capital LLC
INCREASED4,7524,606+146+3%$4.9M$3.9M-$1.1M2026-10-20
Trust Point Inc.
INCREASED4,7464,478+268+6%$4.8M$3.8M-$920.6K2026-10-27
Thompson Siegel & Walmsley LLC
DECREASED4,7354,790-55-1%$5.1M$3.8M-$1.3M2026-11-05
WBH Advisory Inc
DECREASED4,7274,745-180%$5.1M$3.8M-$1.2M2026-11-05
Certuity, LLC
DECREASED4,7264,773-47-1%$5.1M$3.8M-$1.3M2026-11-02
Ledyard National Bank
DECREASED4,7124,946-234-5%$5.3M$3.8M-$1.4M2026-10-21
Journey Advisory Group, LLC
DECREASED4,7104,838-128-3%$5.2M$3.8M-$1.3M2026-11-04
EPG Wealth Management LLC
INCREASED4,7004,685+15+0%$5.0M$3.8M-$1.2M2026-11-03
Oak Thistle LLC
NEW4,697—+4,697——$3.8M—2026-10-21
CFM Wealth Partners LLC
DECREASED4,6874,738-51-1%$5.0M$3.8M-$1.2M2026-11-05
Rossmore Private Capital
DECREASED4,6394,759-120-3%$5.1M$3.8M-$1.3M2026-10-27
Wealth Alliance Advisory Group, LLC
INCREASED4,6034,490+113+3%$4.8M$3.7M-$1.0M2026-10-14
RS Crum Inc.
UNCHANGED4,5894,58900%$4.9M$3.7M-$1.2M2026-10-19
Carnegie Investment Counsel
INCREASED4,5884,563+25+1%$4.9M$3.7M-$1.1M2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED4,5734,57300%$4.9M$3.7M-$1.2M2026-10-27
DB&C Advisors, LLC
INCREASED4,5644,562+2+0%$4.9M$3.7M-$1.2M2026-10-26
RKL Wealth Management LLC
INCREASED4,5464,521+25+1%$4.8M$3.7M-$1.1M2026-10-16
Atlas Brown,Inc.
DECREASED4,5374,680-143-3%$5.0M$3.7M-$1.3M2026-10-09
Gryphon Financial Partners LLC
DECREASED4,5365,000-464-9%$5.3M$3.7M-$1.6M2026-11-04
Wolff Financial Management LLC
INCREASED4,5284,440+88+2%$4.7M$3.7M-$1.1M2026-10-23
Provenance Wealth Advisors, LLC
INCREASED4,4883,203+1,285+40%$3.4M$3.6M+$228.0K2026-10-30
SS&H Financial Advisors, Inc.
UNCHANGED4,4754,47500%$4.8M$3.6M-$1.1M2026-10-28
WD Rutherford LLC
DECREASED4,4695,102-633-12%$5.4M$3.6M-$1.8M2026-10-26
Great Diamond Partners, LLC
INCREASED4,4644,300+164+4%$4.6M$3.6M-$959.7K2026-10-13
XML Financial, LLC
INCREASED4,4563,211+1,245+39%$3.4M$3.6M+$193.5K2026-10-29
Univest Financial Corp
INCREASED4,4453,939+506+13%$4.2M$3.6M-$590.7K2026-11-05
Lawood & Co
DECREASED4,4274,507-80-2%$4.8M$3.6M-$1.2M2026-10-09
EverSource Wealth Advisors, LLC
INCREASED4,4214,098+323+8%$4.4M$3.6M-$778.7K2026-11-04
Financiere des Professionnels - Fonds d'investissement inc.
NEW4,400—+4,400——$3.6M—2026-11-03
First Heartland Consultants, Inc.
INCREASED4,3964,264+132+3%$4.5M$3.6M-$976.6K2026-10-08
Essex Bank
DECREASED4,3914,440-49-1%$4.7M$3.6M-$1.2M2026-10-16
Xcel Wealth Management, LLC
DECREASED4,3875,042-655-13%$5.4M$3.6M-$1.8M2026-10-26
Acorn Wealth Advisors, LLC
INCREASED4,3804,335+45+1%$4.6M$3.6M-$1.1M2026-10-19
Norway Savings Bank
DECREASED4,3794,557-178-4%$4.9M$3.6M-$1.3M2026-10-20
Lanark Financial, Inc.
INCREASED4,3784,198+180+4%$4.5M$3.5M-$921.7K2026-10-26
Emprise Bank
DECREASED4,3704,445-75-2%$4.7M$3.5M-$1.2M2026-10-07
Simon Quick Advisors, LLC
DECREASED4,3624,372-100%$4.7M$3.5M-$1.1M2026-10-26
G&S Capital LLC
INCREASED4,3624,359+3+0%$4.6M$3.5M-$1.1M2026-10-23
Benedict Financial Advisors Inc
DECREASED4,3584,826-468-10%$5.1M$3.5M-$1.6M2026-10-07
Burke & Herbert Bank & Trust Co
DECREASED4,3294,387-58-1%$4.7M$3.5M-$1.2M2026-11-02
71 West Capital Partners
INCREASED4,3244,145+179+4%$4.4M$3.5M-$908.2K2026-11-04
Oak Asset Management, LLC
DECREASED4,3184,332-140%$4.6M$3.5M-$1.1M2026-10-13
Ticino Wealth
DECREASED4,2934,318-25-1%$4.6M$3.5M-$1.1M2026-10-13
Investment Research & Advisory Group, Inc.
DECREASED4,2854,335-50-1%$4.6M$3.5M-$1.1M2026-10-19
180 Wealth Advisors, LLC
DECREASED4,2804,293-130%$4.6M$3.5M-$1.1M2026-11-03
Cigna Investments Inc
DECREASED4,2604,316-56-1%$4.6M$3.5M-$1.1M2026-10-19
Oakmont Investment Advisors, Inc.
INCREASED4,2481,208+3,040+252%$1.3M$3.4M+$2.2M2026-10-21
IronBridge Private Wealth, LLC
DECREASED4,2474,318-71-2%$4.6M$3.4M-$1.2M2026-11-03
Kathmere Capital Management, LLC
INCREASED4,2453,988+257+6%$4.2M$3.4M-$805.0K2026-10-20
Gen-Wealth Partners Inc
DECREASED4,2425,425-1,183-22%$5.8M$3.4M-$2.3M2026-11-04
Kachkovsky & Fisher, Inc.
UNCHANGED4,2324,23200%$4.5M$3.4M-$1.1M2026-10-21
Kerusso Capital Management LLC
DECREASED4,2296,705-2,476-37%$7.1M$3.4M-$3.7M2026-10-27
TKG Advisors, LLC
INCREASED4,2254,064+161+4%$4.3M$3.4M-$902.0K2026-11-02
Werlinich Asset Management, LLC
UNCHANGED4,2174,21700%$4.5M$3.4M-$1.1M2026-10-09
Corda Investment Management, Llc.
INCREASED4,1894,060+129+3%$4.3M$3.4M-$927.0K2026-10-22
Cynosure Group, LLC
DECREASED4,1834,210-27-1%$4.5M$3.4M-$1.1M2026-11-03
Apollon Financial, LLC
DECREASED4,1824,662-480-10%$5.0M$3.4M-$1.6M2026-10-23
Solstein Capital, LLC
UNCHANGED4,1494,14900%$4.4M$3.4M-$1.1M2026-11-02
Soltis Investment Advisors LLC
DECREASED4,1459,392-5,247-56%$10.0M$3.4M-$6.6M2026-10-28
Deseret Mutual Benefit Administrators
INCREASED4,1454,123+22+1%$4.4M$3.4M-$1.0M2026-11-04
Burford Brothers, Inc.
INCREASED4,1284,122+6+0%$4.4M$3.3M-$1.0M2026-10-21
Csenge Advisory Group
DECREASED4,1204,610-490-11%$4.9M$3.3M-$1.6M2026-11-04
Washington Trust Co
UNCHANGED4,1014,10100%$4.4M$3.3M-$1.0M2026-10-22
Waldron Private Wealth LLC
INCREASED4,1003,769+331+9%$4.0M$3.3M-$689.4K2026-11-02
Guerra PAN Advisors, LLC
INCREASED4,0994,090+9+0%$4.4M$3.0M-$1.4M2026-10-26
Premier Path Wealth Partners, LLC
DECREASED4,0914,115-24-1%$4.4M$3.3M-$1.1M2026-10-16
Woodard & Co Asset Management Group Inc
DECREASED4,0864,164-78-2%$4.4M$3.3M-$1.1M2026-11-03
Allen Capital Group, LLC
INCREASED4,0834,017+66+2%$4.3M$3.3M-$966.7K2026-10-27
Amarillo National Bank
DECREASED4,0694,076-70%$4.3M$3.3M-$1.0M2026-10-23
SBI Securities Co., Ltd.
DECREASED4,0314,140-109-3%$4.4M$3.3M-$1.1M2026-10-22
Birch Hill Investment Advisors LLC
DECREASED4,0244,029-50%$4.3M$3.3M-$1.0M2026-10-16
Buck Wealth Strategies, LLC
INCREASED4,0162,330+1,686+72%$2.5M$3.3M+$775.4K2026-10-28
Wealth Enhancement Trust Services, Inc.
INCREASED4,0081,938+2,070+107%$2.1M$3.2M+$1.2M2026-10-07
Hazlett, Burt & Watson, Inc.
DECREASED4,0024,135-133-3%$4.2M$2.8M-$1.3M2026-11-04
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED3,9933,018+975+32%$3.2M$2.5M-$724.1K2026-10-29
TrustBank
DECREASED3,9883,995-70%$4.3M$3.2M-$1.0M2026-10-20
111 Capital
NEW3,964—+3,964——$3.2M—2026-11-03
Promethium Advisors,llc
DECREASED3,9363,986-50-1%$4.2M$3.2M-$1.1M2026-10-19
Strategic Blueprint, LLC
INCREASED3,9183,638+280+8%$3.9M$3.2M-$697.1K2026-10-22
Advisor OS, LLC
DECREASED3,9155,133-1,218-24%$5.5M$3.2M-$2.3M2026-11-03
Carlson Financial, Inc.
DECREASED3,9133,935-22-1%$4.2M$3.2M-$1.0M2026-11-05
Richards, Merrill & Peterson, Inc.
DECREASED3,9123,976-64-2%$4.2M$3.2M-$1.1M2026-10-19
Forum Financial Management, LP
DECREASED3,8955,159-1,264-24%$5.5M$3.2M-$2.3M2026-10-16
Founders Financial Securities LLC
DECREASED3,8953,934-39-1%$4.2M$3.2M-$1.0M2026-10-28
Howard Capital Management, LLC
DECREASED3,8943,930-36-1%$4.2M$3.2M-$1.0M2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,8924,025-133-3%$4.3M$3.2M-$1.1M2026-10-14
Cache Advisors, LLC
NEW3,886—+3,886——$3.2M—2026-10-16
Portside Wealth Group, LLC
INCREASED3,8773,505+372+11%$3.7M$3.1M-$589.1K2026-10-20
Kepler Cheuvreux (Suisse) SA
DECREASED3,87537,181-33,306-90%$39.6M$3.1M-$36.4M2026-10-20
Ballast, Inc.
DECREASED3,8453,881-36-1%$4.1M$3.1M-$1.0M2026-10-20
Bath Savings Trust Co
DECREASED3,8323,888-56-1%$4.1M$3.1M-$1.0M2026-10-07
Enclave Advisors LLC
INCREASED3,7993,658+141+4%$3.9M$3.1M-$815.7K2026-10-14
Dumont & Blake Investment Advisors LLC
DECREASED3,7963,824-28-1%$4.1M$3.1M-$994.4K2026-10-28
MBL Wealth, LLC
INCREASED3,7953,186+609+19%$3.4M$3.1M-$315.8K2026-10-22
Machina Capital S.A.S.
NEW3,787—+3,787——$3.1M—2026-11-05
City State Bank
DECREASED3,7843,843-59-2%$4.1M$3.1M-$1.0M2026-10-20
Everett Harris & Co
DECREASED3,7823,842-60-2%$4.1M$3.1M-$1.0M2026-10-28
Fire Capital Management LLC
INCREASED3,7813,679+102+3%$3.9M$3.1M-$852.2K2026-10-27
Symphony Financial, Ltd. Co.
INCREASED3,7512,099+1,652+79%$2.2M$3.1M+$856.0K2026-10-22
Westhampton Capital, LLC
DECREASED3,7504,050-300-7%$4.3M$3.0M-$1.3M2026-10-30
Diversified Enterprises, LLC
INCREASED3,7383,721+17+0%$4.0M$3.0M-$932.5K2026-10-19
Hager Investment Management Services, LLC
DECREASED3,7323,742-100%$4.0M$3.0M-$959.0K2026-11-04
Patriot Financial Group Insurance Agency, LLC
DECREASED3,7134,599-886-19%$4.9M$3.0M-$1.9M2026-10-14
Advisors Management Group Inc
DECREASED3,7003,705-50%$3.9M$3.0M-$946.0K2026-11-05
Lantz Financial LLC
INCREASED3,6693,638+31+1%$3.9M$3.0M-$899.4K2026-10-15
Delta Financial Advisors LLC
INCREASED3,6543,533+121+3%$3.8M$3.0M-$799.7K2026-10-27
Investment Management Trust, LLC
INCREASED3,6523,637+15+0%$3.9M$3.0M-$912.7K2026-11-05
Cidel Asset Management Inc
INCREASED3,6242,086+1,538+74%$2.2M$2.9M+$716.9K2026-10-29
Lantern Wealth Advisors, LLC
INCREASED3,6073,412+195+6%$3.6M$2.9M-$709.2K2026-10-22
Patrick M Sweeney & Associates, Inc
DECREASED3,6013,622-21-1%$3.9M$2.9M-$937.4K2026-10-22
Hennion & Walsh Asset Management, Inc.
INCREASED3,5852,779+806+29%$3.0M$2.9M-$52.7K2026-10-13
Denver PWM, LLC
UNCHANGED3,5843,58400%$3.1M$2.9M-$164.1K2026-10-22
Gibbs Wealth Management
INCREASED3,5702,827+743+26%$3.0M$2.9M-$115.8K2026-10-22
Magnus Financial Group LLC
INCREASED3,5543,452+102+3%$3.7M$2.9M-$794.3K2026-10-21
Total Clarity Wealth Management, Inc.
DECREASED3,5524,389-837-19%$4.7M$2.9M-$1.8M2026-10-26
Stiles Financial Services Inc
INCREASED3,5443,182+362+11%$3.4M$2.9M-$515.6K2026-10-30
St. Louis Financial Planners Asset Management, LLC
NEW3,527—+3,527——$2.8M—2026-10-16
CRA Financial Services, LLC
DECREASED3,5163,528-120%$3.8M$2.9M-$906.6K2026-10-16
AA Financial Advisors, LLC
INCREASED3,5153,126+389+12%$3.3M$2.8M-$478.7K2026-10-19
McGlone Suttner Wealth Management, Inc.
DECREASED3,4893,495-60%$3.7M$2.8M-$893.1K2026-10-13
Security Financial Services, Inc.
DECREASED3,4843,500-160%$3.7M$2.8M-$902.4K2026-10-29
Canopy Partners, LLC
INCREASED3,4823,420+62+2%$3.6M$2.8M-$818.8K2026-10-28
World Equity Group, Inc.
INCREASED3,4373,285+152+5%$3.5M$2.8M-$709.0K2026-10-14
Aspen Investment Management Inc
DECREASED3,4283,515-87-2%$3.7M$2.8M-$963.0K2026-11-05
Montis Financial, LLC
INCREASED3,4173,416+1+0%$3.6M$2.8M-$867.2K2026-11-04
Financial Management Network Inc
DECREASED3,4153,973-558-14%$3.5M$2.9M-$610.4K2026-10-09
Byrne Asset Management LLC
DECREASED3,4153,440-25-1%$3.7M$2.8M-$841.3K2026-10-06
CGN Advisors LLC
DECREASED3,4033,662-259-7%$3.9M$2.8M-$1.1M2026-10-21
Avestar Capital, LLC
INCREASED3,4023,395+7+0%$3.6M$2.8M-$857.0K2026-10-28
Platt Wealth Management LLC
INCREASED3,4003,348+52+2%$3.6M$2.8M-$808.0K2026-11-04
Cascade Investment Advisors, Inc.
DECREASED3,3783,595-217-6%$3.8M$2.7M-$1.1M2026-11-02
Alta Advisers Ltd
INCREASED3,3731,917+1,456+76%$2.0M$2.7M+$693.4K2026-11-02
Corundum Group, Inc.
INCREASED3,3683,337+31+1%$3.6M$2.7M-$822.8K2026-10-28
Woodward Diversified Capital, LLC
DECREASED3,3603,394-34-1%$3.6M$2.7M-$889.9K2026-10-21
Inman Jager Wealth Management, LLC
DECREASED3,3533,413-60-2%$3.6M$2.7M-$915.9K2026-11-05
Wealth Effects LLC
DECREASED3,3423,384-42-1%$3.6M$2.7M-$893.5K2026-10-23
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED3,3383,468-130-4%$3.7M$2.7M-$986.7K2026-10-26
Center for Wealth Management Advisory
INCREASED3,3241,100+2,224+202%$1.2M$2.7M+$1.5M2026-10-23
IVC Wealth Advisors LLC
DECREASED3,3193,802-483-13%$4.0M$2.7M-$1.4M2026-10-23
Montecito Bank & Trust
DECREASED3,3193,338-19-1%$3.6M$2.7M-$863.6K2026-10-01
Global Assets Advisory, LLC
INCREASED3,3132,618+695+27%$2.6M$2.8M+$231.1K2026-10-28
Patten & Patten Inc
DECREASED3,2933,520-227-6%$3.7M$2.7M-$1.1M2026-10-26
Uncommon Cents Investing Inc
DECREASED3,2843,359-75-2%$3.6M$2.7M-$914.4K2026-10-20
Missouri Trust & Investment Co
DECREASED3,2793,579-300-8%$2.9M$2.7M-$257.6K2026-11-04
LexAurum Advisors, LLC
UNCHANGED3,2743,27400%$3.5M$2.7M-$831.8K2026-10-19
Victory Financial Group, LLC
INCREASED3,2672,156+1,111+52%$2.3M$2.6M+$353.2K2026-10-27
Elyxium Wealth, LLC
INCREASED3,2673,174+93+3%$3.4M$2.6M-$731.8K2026-10-27
Deane Retirement Strategies, Inc.
INCREASED3,2662,637+629+24%$2.8M$2.6M-$155.2K2026-10-09
Prairie Advisory, LLC
INCREASED3,2641,605+1,659+103%$1.7M$2.6M+$937.1K2026-10-19
Orca Wealth Management, LLC
DECREASED3,2623,288-26-1%$3.5M$2.6M-$856.7K2026-10-14
Traphagen Investment Advisors LLC
INCREASED3,2323,191+41+1%$3.4M$2.6M-$777.2K2026-10-14
Paragon Advisors, LLC
INCREASED3,2282,651+577+22%$2.8M$2.6M-$205.8K2026-11-03
Eads & Heald Wealth Management
DECREASED3,2263,413-187-5%$3.6M$2.6M-$1.0M2026-10-29
Prosperity Financial Group, Inc.
INCREASED3,2043,009+195+6%$3.2M$2.6M-$606.5K2026-10-29
O'Domhnaill Enterprises, Inc.
INCREASED3,2003,087+113+4%$3.3M$2.6M-$692.8K2026-10-29
Wilkins Investment Counsel Inc
DECREASED3,1963,325-129-4%$3.5M$2.6M-$949.5K2026-11-03
Fragasso Financial Advisors Inc
INCREASED3,1951,887+1,308+69%$2.0M$2.6M+$548.2K2026-10-13
Rooted Wealth Advisors, Inc.
UNCHANGED3,1953,19500%$3.4M$3.4M$02026-11-03
Live Oak Private Wealth LLC
DECREASED3,1923,455-263-8%$3.7M$2.6M-$1.1M2026-11-02
Aspiriant, LLC
INCREASED3,1813,008+173+6%$3.2M$2.6M-$625.1K2026-10-16
Stillwater Wealth Management Group
DECREASED3,1813,277-96-3%$3.5M$2.6M-$910.4K2026-10-21
Constitution Capital LLC
INCREASED3,1802,360+820+35%$2.5M$2.6M+$65.1K2026-10-23
Benin Management Corp
DECREASED3,1743,585-411-11%$3.8M$2.6M-$1.2M2026-10-22
Fiduciary Alliance LLC
INCREASED3,1703,112+58+2%$3.3M$2.6M-$743.1K2026-10-13
MSH Capital Advisors LLC
DECREASED3,1683,219-51-2%$3.4M$2.6M-$859.0K2026-11-03
Roxbury Financial LLC
DECREASED3,1623,167-50%$3.4M$2.6M-$808.9K2026-10-01
Oakworth Capital, Inc.
INCREASED3,1583,107+51+2%$3.3M$2.6M-$748.2K2026-10-26
Garrett Wealth Advisory Group, LLC
INCREASED3,1573,145+12+0%$3.3M$2.6M-$789.3K2026-10-22
Total Investment Management Inc
DECREASED3,1453,159-140%$2.6M$2.6M-$24.1K2026-10-22
Sound Income Strategies, LLC
DECREASED3,1433,182-39-1%$3.4M$2.5M-$886.0K2026-10-09
Kenora Financial, LLC
DECREASED3,1323,151-19-1%$3.4M$2.5M-$816.1K2026-10-20
Klingman & Associates, LLC
INCREASED3,1302,885+245+8%$3.1M$2.5M-$534.5K2026-10-20
Quad-Cities Investment Group, LLC
INCREASED3,1273,126+1+0%$3.3M$2.5M-$793.1K2026-10-16
Evermay Wealth Management LLC
DECREASED3,1193,383-264-8%$3.6M$2.5M-$1.1M2026-11-05
Pinnacle Financial Group, LLC / IL
INCREASED3,1071,195+1,912+160%$1.3M$2.5M+$1.2M2026-10-29
Aprio Wealth Management, LLC
DECREASED3,1043,193-89-3%$3.4M$2.5M-$884.2K2026-10-28
Rockland Trust Co
INCREASED3,0893,080+9+0%$3.3M$2.5M-$775.4K2026-10-05
Visionary Wealth Advisors
DECREASED3,0873,139-52-2%$3.3M$2.5M-$839.3K2026-11-04
Braeburn Wealth Management LLC
DECREASED3,0853,686-601-16%$3.9M$2.5M-$1.4M2026-10-15
Richwood Investment Advisors, LLC
DECREASED3,0623,309-247-7%$3.5M$2.5M-$1.0M2026-10-30
McAdam, LLC
INCREASED3,0602,807+253+9%$3.0M$2.5M-$508.3K2026-10-21
LFG Wealth Partners, LLC
INCREASED3,0302,669+361+14%$2.8M$2.5M-$385.6K2026-10-28
PDS Planning, Inc
DECREASED3,0283,032-40%$3.2M$2.5M-$774.3K2026-11-03
Vivid Wealth Management, LLC
DECREASED3,0253,067-42-1%$3.3M$2.5M-$813.0K2026-10-27
Douglas Lane & Associates, LLC
DECREASED3,0143,039-25-1%$3.2M$2.4M-$792.5K2026-10-09
Resonant Capital Advisors, LLC
INCREASED3,0082,943+65+2%$3.1M$2.4M-$695.1K2026-10-15
Cypress Wealth Services, LLC
DECREASED2,9993,033-34-1%$3.2M$2.6M-$641.0K2026-10-21
Portus Wealth Advisors, LLC
INCREASED2,9942,974+20+1%$3.2M$2.4M-$739.4K2026-10-13
Gradient Investments LLC
INCREASED2,9891,874+1,115+60%$2.0M$2.4M+$427.2K2026-10-08
First Citizens Financial Corp
DECREASED2,9752,992-17-1%$3.2M$2.4M-$774.1K2026-10-02
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED2,9712,972-10%$3.2M$2.4M-$756.0K2026-10-21
Purus Wealth Management, LLC
DECREASED2,9673,027-60-2%$3.2M$2.4M-$817.2K2026-10-15
Global Financial Private Client, LLC
INCREASED2,9612,959+2+0%$3.2M$2.4M-$750.3K2026-10-15
Golden State Wealth Management, LLC
DECREASED2,9422,948-60%$3.1M$2.4M-$754.4K2026-11-02
HBW Advisory Services LLC
INCREASED2,9412,916+25+1%$3.1M$2.4M-$720.5K2026-10-15
Summit Global Investments
INCREASED2,9401,673+1,267+76%$1.8M$2.4M+$603.0K2026-10-28
Retirement Guys Formula LLC
INCREASED2,9342,664+270+10%$2.8M$2.4M-$458.4K2026-10-26
Mechanics Financial Corp
DECREASED2,9342,974-40-1%$3.2M$2.4M-$788.2K2026-11-05
Patriot Investment Management Group, Inc.
DECREASED2,9122,966-54-2%$3.2M$2.4M-$797.5K2026-10-15
Supplemental Annuity Collective Trust of NJ
DECREASED2,9082,954-46-2%$3.1M$2.4M-$787.9K2026-11-02
Aire Advisors, LLC
INCREASED2,8842,873+11+0%$3.1M$2.3M-$721.0K2026-10-22
Vanguard Capital Wealth Advisors
DECREASED2,8793,434-555-16%$3.7M$2.3M-$1.3M2026-10-16
Nabity-Jensen Investment Management Inc
DECREASED2,8762,884-80%$3.1M$2.3M-$739.3K2026-10-23
BayBridge Capital Group, LLC
DECREASED2,8683,269-401-12%$3.5M$2.3M-$1.2M2026-10-13
Wealth Management Partners, LLC
INCREASED2,8682,856+12+0%$3.0M$2.3M-$715.8K2026-10-21
United Asset Strategies, Inc.
DECREASED2,8512,971-120-4%$3.2M$2.3M-$852.8K2026-10-28
Telos Capital Management, Inc.
DECREASED2,8512,967-116-4%$3.2M$2.3M-$848.0K2026-11-02
Legacy Private Trust Co.
INCREASED2,8512,800+51+2%$3.0M$2.3M-$670.2K2026-10-06
Kercheville Advisors, LLC
DECREASED2,8505,190-2,340-45%$5.5M$2.3M-$3.2M2026-10-19
InTrack Investment Management Inc
DECREASED2,8503,086-236-8%$3.3M$2.3M-$975.5K2026-10-15
Heartwood Wealth Advisors LLC
DECREASED2,8502,975-125-4%$3.2M$2.3M-$857.3K2026-10-05
Bank of Stockton
INCREASED2,8492,658+191+7%$2.8M$2.3M-$520.6K2026-10-20
Childress Capital Advisors, LLC
UNCHANGED2,8382,83800%$3.0M$2.3M-$721.2K2026-10-28
Bank & Trust Co
UNCHANGED2,8352,83500%$3.0M$2.3M-$720.4K2026-10-07
Bison Wealth, LLC
DECREASED2,8202,841-21-1%$2.8M$2.3M-$501.7K2026-10-13
Compass Ion Advisors, LLC
DECREASED2,8032,821-18-1%$3.0M$2.3M-$731.1K2026-10-23
Peavine Capital, LLC
UNCHANGED2,8002,80000%$3.0M$2.3M-$711.5K2026-10-13
Kestra Investment Management, LLC
INCREASED2,7921,866+926+50%$2.0M$2.3M+$276.6K2026-11-04
Platform Technology Partners
INCREASED2,7922,568+224+9%$2.7M$2.3M-$471.1K2026-11-02
Creekside Partners
INCREASED2,7872,786+1+0%$3.0M$2.3M-$707.2K2026-11-04
Brucke Financial, Inc.
INCREASED2,7862,522+264+10%$2.7M$2.3M-$426.8K2026-10-23
Probity Advisors, Inc.
DECREASED2,7842,826-42-1%$3.0M$2.3M-$752.2K2026-10-23
Bullock Wealth Management Group
DECREASED2,7842,792-80%$2.8M$2.3M-$467.5K2026-10-09
Perpetual Ltd
INCREASED2,7792,292+487+21%$2.4M$2.3M-$187.6K2026-10-13
Sky Investment Group LLC
INCREASED2,776233+2,543+1091%$247.6K$2.3M+$2.0M2026-10-30
CMH Wealth Management LLC
DECREASED2,7533,493-740-21%$3.7M$2.2M-$1.5M2026-10-22
Abacus Planning Group, Inc.
INCREASED2,7532,738+15+1%$2.9M$2.2M-$683.4K2026-11-02
First County Bank
DECREASED2,7522,834-82-3%$3.0M$2.2M-$786.6K2026-10-13
Archford Capital Strategies, LLC
INCREASED2,7481,069+1,679+157%$1.1M$2.2M+$1.1M2026-10-19
CFS Investment Advisory Services, LLC
INCREASED2,7372,724+13+0%$2.6M$2.4M-$261.4K2026-10-19
Inscription Capital, LLC
INCREASED2,7282,422+306+13%$2.6M$2.2M-$367.4K2026-11-02
Adell Harriman & Carpenter Inc
INCREASED2,7282,559+169+7%$2.7M$2.2M-$513.2K2026-11-02
Acropolis Investment Management, LLC
INCREASED2,7202,639+81+3%$2.8M$2.2M-$604.9K2026-10-08
Southern Michigan Bank & Trust
DECREASED2,7173,302-585-18%$3.5M$2.2M-$1.3M2026-10-19
Independence Bank of Kentucky
INCREASED2,7162,623+93+4%$2.8M$2.2M-$591.1K2026-10-26
First Interstate Bank
UNCHANGED2,7162,71600%$2.9M$2.2M-$690.2K2026-10-23
Pathway Financial Advisors LLC
INCREASED2,7092,700+9+0%$2.6M$2.2M-$405.7K2026-10-07
Lineweaver Wealth Advisors, LLC
INCREASED2,6892,617+72+3%$2.8M$2.2M-$606.5K2026-10-13
Cannon Advisors, Inc.
DECREASED2,6783,480-802-23%$3.2M$2.1M-$1.2M2026-10-14
CMG Global Holdings, LLC
DECREASED2,6732,742-69-3%$2.9M$2.2M-$752.8K2026-10-14
Titleist Asset Management, LLC
INCREASED2,6692,628+41+2%$2.8M$2.2M-$632.7K2026-10-08
Fulcrum Wealth Advisors, LLC
NEW2,661—+2,661——$2.2M—2026-10-16
Trace Wealth Advisors, LLC
DECREASED2,6562,757-101-4%$2.9M$2.2M-$782.5K2026-10-30
Bochk Asset Management Ltd
DECREASED2,6508,010-5,360-67%$8.5M$2.1M-$6.4M2026-10-29
Yoffe Investment Management, LLC
UNCHANGED2,6372,63700%$2.8M$2.1M-$670.1K2026-11-02
Kennebec Savings Bank
DECREASED2,6342,960-326-11%$3.2M$2.1M-$1.0M2026-10-22
Canandaigua National Trust Co of Florida
NEW2,632—+2,632——$2.1M—2026-10-07
Ullmann Wealth Partners Group, LLC
INCREASED2,6252,615+10+0%$2.8M$2.1M-$656.3K2026-11-02
Herold Advisors, Inc.
INCREASED2,6192,493+126+5%$2.7M$2.1M-$529.5K2026-10-19
Cranbrook Wealth Management, LLC
DECREASED2,6162,756-140-5%$2.9M$2.1M-$813.8K2026-10-28
Washington Trust Advisors, Inc.
DECREASED2,6152,663-48-2%$2.8M$2.1M-$715.8K2026-10-22
Eagle Bluffs Wealth Management LLC
DECREASED2,6082,609-10%$2.8M$2.1M-$663.8K2026-10-20
Reynders McVeigh Capital Management, LLC
DECREASED2,6062,930-324-11%$3.1M$2.1M-$1.0M2026-10-30
Beverly Hills Private Wealth, LLC
INCREASED2,6032,471+132+5%$2.6M$2.1M-$520.8K2026-11-04
Cherokee Insurance Co
UNCHANGED2,6002,60000%$2.8M$2.1M-$660.7K2026-11-05
Brown, Lisle Ings, Inc.
INCREASED2,5912,541+50+2%$2.7M$2.1M-$605.2K2026-10-16
Cypress Asset Management Inc
DECREASED2,5872,683-96-4%$2.9M$2.1M-$759.6K2026-10-09
Souders Financial Advisors
INCREASED2,5782,433+145+6%$2.6M$2.1M-$500.6K2026-11-03
Quadrant Private Wealth Management, LLC
NEW2,571—+2,571——$2.1M—2026-11-04
Silphium Asset Management Ltd
UNCHANGED2,5712,57100%$2.7M$2.1M-$653.3K2026-10-27
Legacy Financial Independent Advisors LLC
DECREASED2,5692,890-321-11%$3.1M$2.1M-$994.6K2026-11-02
Elevated Private Wealth, LLC
DECREASED2,5602,638-78-3%$2.8M$2.1M-$733.6K2026-10-15
ROI Financial Advisors, LLC
INCREASED2,5452,392+153+6%$2.5M$2.1M-$484.1K2026-10-19
Toth Financial Advisory Corp
DECREASED2,5432,566-23-1%$2.7M$2.1M-$671.1K2026-10-08
Shoker Investment Counsel, Inc.
INCREASED2,5432,532+11+0%$2.7M$2.1M-$634.6K2026-11-04
Winebrenner Capital Management LLC
UNCHANGED2,5412,54100%$2.7M$2.1M-$645.7K2026-10-07
High Net Worth Advisory Group LLC
UNCHANGED2,5382,53800%$2.7M$2.1M-$644.9K2026-10-26
Hilltop National Bank
DECREASED2,5362,941-405-14%$3.1M$2.1M-$1.1M2026-10-14
Consilium Wealth Advisory, LLC
INCREASED2,5342,406+128+5%$2.6M$2.1M-$507.6K2026-10-14
Cadent Capital Advisors, LLC
INCREASED2,5322,207+325+15%$2.4M$2.1M-$297.7K2026-10-09
Verus Capital Partners, LLC
DECREASED2,5252,722-197-7%$2.9M$2.0M-$852.1K2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED2,5242,211+313+14%$2.4M$2.0M-$308.1K2026-10-27
E&G Advisors, LLC
DECREASED2,5172,519-20%$2.7M$2.0M-$641.7K2026-10-13
Chesley Taft & Associates LLC
INCREASED2,5082,484+24+1%$2.6M$2.0M-$611.8K2026-10-13
Sovran Advisors, LLC
DECREASED2,5032,509-60%$2.1M$1.6M-$488.8K2026-11-02
Wolverine Asset Management LLC
INCREASED2,5001,900+600+32%$2.0M$2.0M+$3.7K2026-11-02
Paradigm Asset Management Co LLC
DECREASED2,5002,700-200-7%$2.9M$2.0M-$848.3K2026-11-05
Hudson Canyon Capital Management
DECREASED2,4992,625-126-5%$2.8M$2.0M-$769.2K2026-11-04
Sawgrass Asset Management LLC
DECREASED2,4812,667-186-7%$2.8M$2.0M-$828.5K2026-11-03
Moody National Bank Trust Division
DECREASED2,4803,330-850-26%$3.5M$2.0M-$1.5M2026-10-06
Regent Peak Wealth Advisors LLC
INCREASED2,4751,672+803+48%$1.8M$2.0M+$226.3K2026-10-13
Hunter Associates Investment Management LLC
INCREASED2,4712,272+199+9%$2.4M$2.0M-$416.0K2026-10-26
Versant Capital Management, Inc
INCREASED2,4652,293+172+8%$2.4M$2.0M-$443.3K2026-10-02
Fiduciary Family Office, LLC
INCREASED2,4612,265+196+9%$2.4M$2.0M-$416.6K2026-11-04
Prosperitas Financial LLC
INCREASED2,4532,452+1+0%$2.6M$2.0M-$622.6K2026-10-28
Dudley Capital Management, LLC
INCREASED2,4492,055+394+19%$2.2M$2.0M-$202.3K2026-10-23
Atwood & Palmer Inc
DECREASED2,4452,448-30%$2.6M$2.0M-$624.5K2026-10-08
Bell Asset Management Ltd
NEW2,443—+2,443——$2.0M—2026-10-08
Midland Wealth Advisors, LLC
DECREASED2,4422,790-348-12%$3.0M$2.0M-$991.1K2026-10-26
Leisure Capital Management
DECREASED2,4372,439-20%$2.6M$2.0M-$621.4K2026-11-03
Arbor Wealth Advisors LLC
UNCHANGED2,4372,43700%$2.6M$2.0M-$619.3K2026-10-09
Masterinvest Kapitalanlage GmbH
DECREASED2,4294,772-2,343-49%$5.1M$2.0M-$3.1M2026-11-03
Hohimer Wealth Management, LLC
INCREASED2,4222,253+169+8%$2.4M$2.0M-$435.4K2026-11-04
3Chopt Investment Partners, LLC
INCREASED2,4152,211+204+9%$2.4M$2.0M-$396.4K2026-10-30
Tower View Wealth Management LLC
INCREASED2,413299+2,114+707%$318.4K$2.0M+$1.6M2026-10-23
Covenant Asset Management, LLC
DECREASED2,4122,573-161-6%$2.7M$2.0M-$784.4K2026-10-14
Keudell ison Wealth Management
DECREASED2,4114,025-1,614-40%$4.3M$2.0M-$2.3M2026-10-16
LVW Advisors, LLC
DECREASED2,4032,481-78-3%$2.6M$1.9M-$693.7K2026-10-19
Secure Asset Management, LLC
INCREASED2,3992,280+119+5%$2.4M$1.9M-$483.4K2026-10-19
Marks Group Wealth Management, Inc
DECREASED2,3912,400-90%$2.6M$1.9M-$617.2K2026-11-05
Patten Group, Inc.
INCREASED2,3872,283+104+5%$2.4M$1.9M-$495.6K2026-10-26
First Command Advisory Services, Inc.
DECREASED2,3822,565-183-7%$2.7M$1.9M-$800.2K2026-11-05
Philadelphia Trust Co
DECREASED2,3803,370-990-29%$3.6M$1.9M-$1.7M2026-11-05
Barnes Dennig Private Wealth Management LLC
DECREASED2,3752,814-439-16%$3.0M$1.9M-$1.1M2026-10-30
Burns J W & Co Inc
DECREASED2,3742,512-138-5%$2.7M$1.9M-$750.2K2026-10-20
Elevate Wealth Advisory, Inc
NEW2,361—+2,361——$1.9M—2026-10-29
Strategic Advisors LLC
DECREASED2,3582,371-13-1%$2.5M$1.9M-$613.4K2026-10-13
Retirement Planning Group, LLC
DECREASED2,3552,466-111-4%$2.6M$1.9M-$715.9K2026-10-19
Lincoln Capital LLC
UNCHANGED2,3552,35500%$2.5M$1.9M-$567.2K2026-10-09
Redw Wealth LLC
INCREASED2,3532,345+8+0%$2.5M$1.9M-$589.4K2026-11-02
Ashton Thomas Securities, LLC
INCREASED2,3522,316+36+2%$2.4M$1.9M-$537.0K2026-10-26
KRM Wealth Management L.L.C.
INCREASED2,3501,754+596+34%$1.9M$1.9M+$37.8K2026-11-02
Winthrop Advisory Group LLC
INCREASED2,3502,189+161+7%$2.3M$1.9M-$425.4K2026-10-22
Kieckhefer Group LLC
UNCHANGED2,3502,35000%$2.5M$1.9M-$597.2K2026-10-13
Legacy Wealth Asset Management, LLC
DECREASED2,3492,450-101-4%$2.6M$1.9M-$704.5K2026-10-09
Fortem Financial Group, LLC
UNCHANGED2,3452,34500%$2.5M$1.9M-$595.9K2026-10-20
GHP Investment Advisors, Inc.
DECREASED2,3422,475-133-5%$2.6M$1.9M-$737.7K2026-10-15
NBH Bank
INCREASED2,3332,321+12+1%$2.5M$1.9M-$580.1K2026-11-05
BankChampaign, National Association
DECREASED2,3282,368-40-2%$2.5M$1.9M-$634.2K2026-10-19
Almanack Investment Partners, Llc.
INCREASED2,3212,149+172+8%$2.3M$1.9M-$407.2K2026-11-03
Martin Capital Advisors, LLP
INCREASED2,3092,270+39+2%$2.4M$1.9M-$545.2K2026-10-15
J. Team Financial, Inc.
INCREASED2,3081,850+458+25%$2.0M$1.9M-$98.7K2026-11-03
Realta Investment Advisors
DECREASED2,3052,320-15-1%$2.5M$1.9M-$601.7K2026-10-14
Financial Consulate, Inc
DECREASED2,2882,335-47-2%$2.5M$1.9M-$631.2K2026-10-23
Burton Enright Welch
INCREASED2,2731,496+777+52%$1.6M$1.8M+$249.8K2026-11-04
Fagan Associates, Inc.
INCREASED2,2701,752+518+30%$1.9M$1.8M-$25.0K2026-10-13
White Lighthouse Investment Management Inc.
UNCHANGED2,2672,26700%$2.4M$1.8M-$576.1K2026-10-21
Washburn Capital Management, Inc.
DECREASED2,2562,476-220-9%$2.6M$1.8M-$807.3K2026-10-19
Luts & Greenleigh Group, Inc.
INCREASED2,253871+1,382+159%$927.8K$1.8M+$899.2K2026-11-05
WealthPLAN Partners, LLC
INCREASED2,2521,869+383+20%$2.0M$1.8M-$164.7K2026-10-15
Birinyi Associates Inc
DECREASED2,2503,000-750-25%$3.2M$1.8M-$1.4M2026-10-28
LVM Capital Management LTD
INCREASED2,2392,166+73+3%$2.3M$1.8M-$491.6K2026-10-20
WoodTrust Financial Corp
UNCHANGED2,2242,22400%$2.4M$1.8M-$565.0K2026-10-09
Grandview Asset Management LLC
DECREASED2,2162,905-689-24%$3.1M$1.8M-$1.3M2026-10-19
Markowski Investments
DECREASED2,2132,722-509-19%$2.9M$1.8M-$1.1M2026-10-30
Horizon Wealth Management, LLC
INCREASED2,2122,211+1+0%$2.4M$1.8M-$560.6K2026-11-02
Tower Trust & Investment Co
INCREASED2,2102,197+13+1%$2.3M$1.8M-$547.8K2026-10-28
Parisi Gray Wealth Management
INCREASED2,2042,052+152+7%$2.2M$1.8M-$398.1K2026-10-16
Sippican Capital Advisors
UNCHANGED2,2002,20000%$2.3M$1.8M-$559.0K2026-10-23
Triad Wealth Partners, LLC
DECREASED2,1982,227-29-1%$1.8M$1.8M-$66.2K2026-10-26
Focus Wealth Advisors, LLC
DECREASED2,1872,211-24-1%$2.4M$1.8M-$581.1K2026-10-14
Shepherd Street Advisors LLC
DECREASED2,1832,253-70-3%$2.1M$1.7M-$312.5K2026-10-21
Patton Albertson Miller Group, LLC
DECREASED2,1832,185-20%$2.3M$1.8M-$556.9K2026-10-26
Lighthouse Financial Services Inc
INCREASED2,1812,100+81+4%$2.1M$1.8M-$313.9K2026-11-02
Stackstone Wealth, LLC
NEW2,178—+2,178——$1.8M—2026-10-19
RM Financial Services, LLC
INCREASED2,1662,160+6+0%$2.3M$1.8M-$544.0K2026-11-03
Schear Investment Advisers, LLC
DECREASED2,1606,794-4,634-68%$7.2M$1.8M-$5.5M2026-10-14
Tempo Wealth, LLC
INCREASED2,1601,746+414+24%$1.9M$1.8M-$107.7K2026-10-14
Cane Capital Partners, LLC
INCREASED2,1591,249+910+73%$1.3M$1.8M+$420.4K2026-10-23
Curbstone Financial Management Corp
UNCHANGED2,1522,15200%$2.3M$1.7M-$546.8K2026-10-21
Axxion S.A.
UNCHANGED2,1472,14700%$2.3M$1.7M-$545.6K2026-10-22
Patton Fund Management, Inc.
DECREASED2,1453,282-1,137-35%$3.5M$1.7M-$1.8M2026-10-13
Seelaus Asset Management LLC
DECREASED2,1422,221-79-4%$2.4M$1.7M-$628.4K2026-10-14
Aafmaa Wealth Management & Trust LLC
INCREASED2,1412,106+35+2%$2.2M$1.7M-$506.8K2026-10-14
Means Investment Co., Inc.
INCREASED2,1412,121+20+1%$2.3M$1.7M-$522.0K2026-11-03
Davidson Capital Management Inc.
INCREASED2,1392,114+25+1%$2.3M$1.7M-$516.9K2026-10-15
CDM Financial Counseling Services, Inc.
DECREASED2,1302,145-15-1%$2.3M$1.7M-$557.2K2026-10-15
Strong Retirement Solutions LLC
INCREASED2,127395+1,732+438%$420.6K$1.7M+$1.3M2026-10-07
United Advisor Group, LLC
DECREASED2,1172,146-29-1%$2.3M$1.7M-$568.5K2026-11-03
Pine Haven Investment Counsel, Inc
DECREASED2,1022,116-14-1%$2.3M$1.7M-$549.0K2026-11-02
Vann Equity Management LLC
INCREASED2,0972,021+76+4%$2.2M$1.7M-$451.1K2026-10-08
Contravisory Investment Management, Inc.
INCREASED2,0921,573+519+33%$1.7M$1.7M+$21.1K2026-10-13
Thrive Wealth Management, LLC
DECREASED2,0912,129-38-2%$2.3M$1.7M-$571.7K2026-10-13
Cortland Associates Inc
UNCHANGED2,0912,09100%$2.2M$1.7M-$530.0K2026-10-29
Pinnacle Wealth Planning Services, Inc.
DECREASED2,0832,101-18-1%$2.2M$1.7M-$548.5K2026-10-27
Imc-Chicago, LLC
NEW2,075—+2,075——$1.7M—2026-11-05
Gerber Kawasaki Wealth & Investment Management
NEW2,072—+2,072——$1.7M—2026-10-29
Heck Capital Advisors, LLC
INCREASED2,0662,025+41+2%$2.2M$1.7M-$481.5K2026-10-14
Miramontes Capital, LLC
UNCHANGED2,0632,06300%$2.2M$1.7M-$524.2K2026-10-19
Wagner Wealth Management, LLC
INCREASED2,0611,882+179+10%$2.0M$1.7M-$333.9K2026-10-21
China Universal Asset Management Co., Ltd.
INCREASED2,0601,818+242+13%$1.9M$1.7M-$233.1K2026-10-28
Capital Advantage, Inc.
INCREASED2,0581,942+116+6%$2.1M$1.7M-$400.0K2026-10-14
Beacon Financial Advisory LLC
INCREASED2,0482,014+34+2%$2.1M$1.7M-$484.2K2026-10-16
Bluedoor Private Wealth, LLC
DECREASED2,0462,205-159-7%$2.3M$1.7M-$689.2K2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED2,0452,086-41-2%$2.2M$1.7M-$563.4K2026-10-15
BCS Wealth Management
UNCHANGED2,0452,04500%$2.2M$1.7M-$519.8K2026-11-03
First American Bank
UNCHANGED2,0432,04300%$2.2M$1.7M-$519.1K2026-10-27
Obermeyer Wealth Partners
INCREASED2,0402,027+13+1%$2.2M$1.7M-$504.5K2026-10-21
Breakwater Capital Group
INCREASED2,0381,946+92+5%$2.1M$1.7M-$420.4K2026-10-09
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED2,0382,096-58-3%$1.9M$1.5M-$385.7K2026-10-21
Asset Planning,Inc
INCREASED2,0311,358+673+50%$1.4M$1.6M+$201.0K2026-10-26
Langley Wealth Management, LLC
DECREASED2,0282,142-114-5%$2.3M$1.6M-$636.5K2026-11-04
Armstrong Advisory Group, Inc
INCREASED2,0281,944+84+4%$2.1M$1.6M-$425.3K2026-10-09
Adelphi Trust Co
DECREASED2,0272,043-16-1%$2.2M$1.6M-$532.1K2026-10-05
Clarus Wealth Advisors
INCREASED2,0261,974+52+3%$1.9M$1.6M-$249.7K2026-10-13
Asset Advisory Group, Inc.
DECREASED2,0262,055-29-1%$2.2M$1.6M-$546.2K2026-10-20
Cahaba Wealth Management, Inc.
INCREASED2,0231,988+35+2%$2.1M$1.6M-$476.5K2026-10-26
Disciplined Equity Management, Inc.
UNCHANGED2,0192,01900%$2.2M$1.6M-$513.0K2026-10-14
BlueSky Wealth Advisors, LLC
INCREASED2,0161,629+387+24%$1.7M$1.6M-$100.2K2026-10-29
Sterling Wealth Management, Inc.
UNCHANGED2,0152,01500%$2.1M$1.6M-$512.0K2026-10-23
Marion Wealth Management
INCREASED2,0051,847+158+9%$2.0M$1.6M-$341.4K2026-10-22
Sage Investment Counsel LLC
INCREASED2,0022,001+1+0%$2.1M$1.6M-$508.3K2026-10-26
Mariner Investment Group LLC
NEW2,000—+2,000——$1.6M—2026-11-04
Saybrook Capital
UNCHANGED2,0002,00000%$2.1M$1.6M-$508.2K2026-10-27
TMB Capital Partners, LLC
DECREASED1,9982,082-84-4%$2.2M$1.6M-$597.2K2026-10-20
Arcataur Capital Management LLC
DECREASED1,9952,005-100%$2.1M$1.6M-$517.6K2026-10-21
Baring Financial LLC
DECREASED1,9922,452-460-19%$2.6M$1.6M-$996.7K2026-10-07
Jacksonville Wealth Management, LLC
DECREASED1,9812,019-38-2%$2.2M$1.6M-$544.2K2026-10-30
Summit Financial Strategies, Inc.
DECREASED1,9792,004-25-1%$2.1M$1.6M-$529.5K2026-10-14
Meriwether Wealth & Planning, LLC
DECREASED1,9791,986-70%$2.1M$1.6M-$510.3K2026-10-13
Sanders Morris Harris LLC
INCREASED1,9751,775+200+11%$1.9M$1.6M-$267.6K2026-10-14
Zullo Investment Group, Inc.
INCREASED1,9711,947+24+1%$2.1M$1.6M-$475.3K2026-10-20
Tompkins Financial Corp
DECREASED1,9691,992-23-1%$2.1M$1.6M-$524.8K2026-10-05
Laurel OAK Wealth Management, LLC
DECREASED1,9672,093-126-6%$2.2M$1.6M-$634.0K2026-10-19
Olistico Wealth, LLC
INCREASED1,9621,942+20+1%$2.1M$1.6M-$477.3K2026-10-05
Ninety One UK Ltd
INCREASED1,961154+1,807+1173%$164.0K$1.6M+$1.4M2026-10-15
Mechanics Bank Trust Department
DECREASED1,9572,013-56-3%$2.1M$1.6M-$556.9K2026-10-13
Yankcom Partnership
INCREASED1,9561,811+145+8%$1.9M$1.6M-$342.6K2026-10-15
True Private Wealth Advisors
DECREASED1,9561,994-38-2%$2.1M$1.6M-$537.2K2026-10-19
Horst & Graben Wealth Management LLC
INCREASED1,9541,951+3+0%$1.9M$1.6M-$350.4K2026-11-02
St. Louis Trust Co
UNCHANGED1,9521,95200%$588.9K$1.6M+$993.4K2026-11-03
Orser Capital Management, LLC
INCREASED1,9511,729+222+13%$1.8M$1.6M-$259.4K2026-10-13
Woodstock Corp
INCREASED1,9501,510+440+29%$1.6M$1.6M-$27.0K2026-10-13
SeaBridge Investment Advisors LLC
INCREASED1,9491,565+384+25%$1.7M$1.6M-$86.3K2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED1,9481,857+91+5%$2.0M$1.6M-$397.6K2026-10-14
Golden Reserve Retirement LLC
INCREASED1,9471,116+831+74%$1.2M$1.6M+$389.8K2026-11-02
Mountain Pacific Investment Advisers LLC
INCREASED1,9441,924+20+1%$2.0M$1.6M-$472.8K2026-10-29
Parr Mcknight Wealth Management Group, LLC
DECREASED1,9421,943-10%$2.1M$1.6M-$494.4K2026-10-30
Accredited Investors Inc.
INCREASED1,9411,935+6+0%$2.1M$1.6M-$487.0K2026-11-03
Opinicus Capital, Inc.
DECREASED1,9401,953-13-1%$2.1M$1.6M-$507.0K2026-10-28
Alliance Private Wealth, LLC
DECREASED1,9302,313-383-17%$2.5M$1.6M-$898.3K2026-10-20
Harbor Investment Advisory, LLC
DECREASED1,9292,057-128-6%$2.2M$1.6M-$626.2K2026-10-13
Allen Investment Management, LLC
UNCHANGED1,9131,91300%$2.0M$1.6M-$486.1K2026-11-03
Peoples Financial Services Corp.
DECREASED1,9082,012-104-5%$2.1M$1.5M-$595.6K2026-10-20
Forbes J M & Co LLP
INCREASED1,9071,885+22+1%$2.0M$1.5M-$461.2K2026-10-16
Claro Advisors Inc.
INCREASED1,901846+1,055+125%$900.4K$1.5M+$641.3K2026-11-02
Brian LOW Financial Group, LLC
NEW1,897—+1,897——$1.5M—2026-10-28
Kozak & Associates, Inc.
INCREASED1,8961,893+3+0%$1.9M$1.4M-$524.1K2026-10-29
Avity Investment Management Inc.
INCREASED1,8951,180+715+61%$1.3M$1.5M+$279.9K2026-10-09
Impact Capital Partners LLC
INCREASED1,8941,883+11+1%$2.0M$1.5M-$469.6K2026-10-22
August Group Capital Ltd
INCREASED1,8921,884+8+0%$2.0M$1.5M-$472.3K2026-10-14
Allen Wealth Management, LLC
DECREASED1,8912,151-260-12%$2.3M$1.5M-$757.4K2026-10-29
XXI Wealth, LLC
INCREASED1,8841,843+41+2%$2.0M$1.5M-$434.9K2026-10-22
Simplex Trading, LLC
NEW1,878—+1,878——$1.5M—2026-11-04
Relyea Zuckerberg Hanson LLC
INCREASED1,8711,772+99+6%$1.9M$1.5M-$369.9K2026-10-20
Pines Wealth Management, LLC
DECREASED1,8691,912-43-2%$2.0M$1.5M-$520.7K2026-10-21
Appleton Partners Inc
DECREASED1,8691,879-10-1%$2.0M$1.5M-$486.0K2026-10-30
Bell Bank
INCREASED1,8691,865+4+0%$2.0M$1.5M-$470.7K2026-10-21
Guardian Asset Advisors, LLC
DECREASED1,8661,888-22-1%$2.0M$1.5M-$498.1K2026-10-16
Grant Private Wealth Management Inc
INCREASED1,8651,720+145+8%$1.8M$1.5M-$319.3K2026-10-19
Ascentis Wealth Management, LLC
DECREASED1,8622,546-684-27%$2.7M$1.5M-$1.2M2026-11-03
Trust Co
DECREASED1,8591,904-45-2%$2.0M$1.5M-$520.3K2026-10-09
Fulton Breakefield Broenniman LLC
INCREASED1,8561,849+7+0%$2.0M$1.5M-$464.1K2026-11-03
Carret Asset Management, LLC
DECREASED1,8481,852-40%$2.0M$1.5M-$474.6K2026-11-04
Bayban
UNCHANGED1,8421,84200%$2.0M$2.0M$02026-11-05
Investment House LLC
DECREASED1,8335,798-3,965-68%$6.2M$1.5M-$4.7M2026-10-21
Baldwin Wealth Partners LLC
DECREASED1,8271,831-40%$1.9M$1.5M-$468.5K2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED1,8261,140+686+60%$1.2M$1.5M+$266.5K2026-10-19
Clear Creek Financial Management, LLC
DECREASED1,8201,941-121-6%$2.1M$1.5M-$590.9K2026-10-28
Doliver Advisors, LP
UNCHANGED1,8181,81800%$1.9M$1.5M-$462.0K2026-10-01
Windsor Capital Management, LLC
DECREASED1,8171,872-55-3%$2.0M$1.5M-$521.3K2026-10-13
Whalen Wealth Management Inc.
INCREASED1,8161,793+23+1%$1.9M$1.5M-$437.0K2026-10-08
Smith Chas P & Associates PA Cpas
DECREASED1,8101,825-15-1%$1.9M$1.3M-$620.8K2026-10-22
Quantum Financial Advisors, LLC
INCREASED1,8011,736+65+4%$1.8M$1.5M-$388.5K2026-11-03
Beaumont Financial Advisors, LLC
DECREASED1,8011,820-19-1%$1.9M$1.5M-$477.4K2026-10-22
Pilgrim Partners Asia Pte Ltd
NEW1,800—+1,800——$1.5M—2026-10-29
Violich Capital Management, Inc.
UNCHANGED1,8001,80000%$1.9M$1.5M-$457.4K2026-10-05
Tarbox Family Office, Inc.
UNCHANGED1,7831,78300%$1.9M$1.4M-$453.1K2026-10-23
Excalibur Management Corp
DECREASED1,7781,785-70%$1.9M$1.4M-$459.3K2026-11-02
Rosenberg Matthew Hamilton
INCREASED1,7761,685+91+5%$1.8M$1.4M-$354.4K2026-10-05
Montz Harcus Wealth Management LLC
DECREASED1,7751,863-88-5%$2.0M$1.4M-$544.9K2026-10-09
Mindset Wealth Management, LLC
INCREASED1,7741,766+8+0%$1.9M$1.4M-$442.2K2026-10-19
Western Financial Corp
DECREASED1,7707,055-5,285-75%$7.5M$1.4M-$6.1M2026-10-14
Landaas & Co
INCREASED1,7691,608+161+10%$1.7M$1.4M-$278.0K2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED1,7581,701+57+3%$1.8M$1.4M-$381.6K2026-10-13
Castle Rock Wealth Management, LLC
INCREASED1,757949+808+85%$941.0K$1.5M+$575.7K2026-10-09
Sweeney & Michel, LLC
INCREASED1,7571,753+4+0%$1.5M$1.4M-$51.7K2026-10-16
Centurion Wealth Management LLC
DECREASED1,7491,861-112-6%$2.0M$1.4M-$563.6K2026-10-13
Diversified Management Inc
INCREASED1,7491,710+39+2%$1.8M$1.4M-$402.9K2026-10-08
Keystone Wealth Services, LLC
INCREASED1,7431,649+94+6%$1.8M$1.4M-$314.8K2026-11-03
55 North Private Wealth, LLC
INCREASED1,7401,561+179+11%$1.7M$1.4M-$251.9K2026-10-20
FSM Wealth Advisors, LLC
DECREASED1,7391,800-61-3%$1.9M$1.4M-$532.4K2026-10-27
Foster Group, Inc.
DECREASED1,7382,520-782-31%$2.7M$1.4M-$1.3M2026-10-13
Gleason Group, Inc.
DECREASED1,7372,131-394-18%$2.3M$1.4M-$861.7K2026-10-15
626 Financial, LLC
DECREASED1,7341,807-73-4%$1.9M$1.4M-$518.3K2026-11-04
Abel Hall, LLC
DECREASED1,7311,752-21-1%$1.9M$1.4M-$462.2K2026-10-19
TCV Trust & Wealth Management, Inc.
DECREASED1,7301,745-15-1%$1.9M$1.4M-$455.6K2026-10-16
Vista Investment Partners LLC
INCREASED1,7291,237+492+40%$1.3M$1.4M+$84.7K2026-10-08
Partners Wealth Management, LLC
INCREASED1,726665+1,061+160%$708.2K$1.4M+$691.6K2026-10-28
NWF Advisory Services Inc.
DECREASED1,7262,097-371-18%$2.2M$1.4M-$833.5K2026-10-19
LifeSteps Financial, Inc.
DECREASED1,7141,728-14-1%$1.8M$1.4M-$450.2K2026-10-15
Baker Ellis Asset Management LLC
DECREASED1,7121,842-130-7%$2.0M$1.4M-$573.5K2026-10-14
Base Wealth Management LLC
DECREASED1,7021,724-22-1%$1.8M$1.4M-$455.9K2026-10-21
Advisory Resource Group
INCREASED1,6991,648+51+3%$1.8M$1.4M-$377.4K2026-10-26
Accel Wealth Management
DECREASED1,6941,705-11-1%$1.8M$1.4M-$442.4K2026-10-13
Mendel Money Management
DECREASED1,6931,778-85-5%$1.9M$1.4M-$520.7K2026-11-02
Stonebridge Financial Group, LLC
INCREASED1,6931,635+58+4%$1.7M$1.4M-$368.4K2026-10-01
Revisor Wealth Management LLC
INCREASED1,6891,612+77+5%$1.7M$1.2M-$470.5K2026-10-20
Wealth Quarterback LLC
DECREASED1,6871,719-32-2%$1.8M$1.4M-$462.9K2026-10-20
Angeles Wealth Management, LLC
DECREASED1,6861,947-261-13%$2.1M$1.4M-$706.4K2026-10-26
Hall Laurie J Trustee
DECREASED1,6821,707-25-1%$1.8M$1.4M-$454.0K2026-10-06
Firethorn Wealth Partners, LLC
DECREASED1,6771,743-66-4%$1.9M$1.4M-$496.4K2026-10-14
Balefire, LLC
DECREASED1,6751,733-58-3%$1.8M$1.4M-$487.4K2026-10-09
Nadler Financial Group, Inc.
UNCHANGED1,6751,67500%$1.8M$1.4M-$425.6K2026-10-23
W Advisors, LLC
INCREASED1,6741,661+13+1%$1.8M$1.4M-$411.5K2026-11-02
Charis Legacy Partners, LLC
UNCHANGED1,6701,67000%$1.8M$1.4M-$424.4K2026-10-22
Sawyer & Company, Inc
DECREASED1,6671,692-25-1%$1.8M$1.4M-$450.2K2026-10-21
Mine & Arao Wealth Creation & Management, Llc.
INCREASED1,6601,658+2+0%$1.8M$1.3M-$419.4K2026-10-29
Grove Bank & Trust
INCREASED1,6551,654+1+0%$1.8M$1.3M-$419.5K2026-10-08
Lakeside Advisors, Inc.
DECREASED1,6541,804-150-8%$1.9M$1.3M-$579.6K2026-10-20
Diligent Investors, LLC
DECREASED1,6521,771-119-7%$1.9M$1.3M-$546.4K2026-10-21
Kohmann Bosshard Financial Services, LLC
DECREASED1,6521,706-54-3%$1.8M$1.3M-$477.3K2026-11-04
Ridgecrest Wealth Partners, LLC
DECREASED1,6521,653-10%$1.8M$1.3M-$420.9K2026-10-19
Opal Wealth Advisors, LLC
DECREASED1,6511,681-30-2%$1.8M$1.3M-$452.2K2026-10-16
Kaydan Wealth Management, Inc.
UNCHANGED1,6501,65000%$1.8M$1.3M-$419.3K2026-10-08
Tennessee Valley Asset Management Partners
INCREASED1,6421,640+2+0%$1.7M$1.3M-$414.7K2026-11-03
Avantra Family Wealth, Inc.
INCREASED1,6411,638+3+0%$1.7M$1.3M-$414.1K2026-10-20
William John Sempolinski
DECREASED1,6361,830-194-11%$1.9M$1.3M-$622.3K2026-10-20
Townsend Asset Management Corp
DECREASED1,6331,760-127-7%$1.9M$1.3M-$551.0K2026-10-29
Silvia Mccoll Wealth Management, LLC
UNCHANGED1,6221,62200%$1.7M$1.3M-$412.2K2026-10-07
Sunpointe, LLC
DECREASED1,6161,705-89-5%$1.8M$1.3M-$505.4K2026-10-22
BIP Wealth, LLC
INCREASED1,6151,553+62+4%$1.7M$1.3M-$344.9K2026-10-22
SJS Investment Consulting Inc.
INCREASED1,6111,504+107+7%$1.6M$1.3M-$295.8K2026-10-26
Bigelow Investment Advisors, LLC
INCREASED1,6101,591+19+1%$1.7M$1.3M-$388.9K2026-10-13
Carrera Capital Advisors
INCREASED1,6071,584+23+1%$1.7M$1.3M-$384.0K2026-11-03
JB Capital LLC
INCREASED1,6041,586+18+1%$1.7M$1.3M-$388.3K2026-10-19
DMC Group, LLC
DECREASED1,6021,672-70-4%$1.8M$1.3M-$481.6K2026-10-26
Garner Asset Management Corp
DECREASED1,5991,692-93-5%$1.8M$1.1M-$695.4K2026-10-30
Woodley Farra Manion Portfolio Management Inc
DECREASED1,5951,702-107-6%$1.8M$1.3M-$519.3K2026-11-05
Lewis Asset Management, LLC
INCREASED1,5831,505+78+5%$1.6M$1.3M-$319.3K2026-10-14
Financial Partners Group, Inc
DECREASED1,5831,628-45-3%$1.7M$1.3M-$450.0K2026-10-19
Mirador Capital Partners LP
DECREASED1,5821,649-67-4%$1.8M$1.3M-$473.1K2026-10-09
Alpine Bank Wealth Management
INCREASED1,5811,579+2+0%$1.7M$1.3M-$399.6K2026-10-16
Novem Group
DECREASED1,5751,651-76-5%$1.8M$1.3M-$481.4K2026-10-19
Annex Advisory Services, LLC
INCREASED1,5671,420+147+10%$1.5M$1.3M-$241.7K2026-10-16
Affinity Capital Advisors, LLC
DECREASED1,5661,673-107-6%$1.6M$1.3M-$368.9K2026-10-13
Sendero Wealth Management, LLC
DECREASED1,5581,560-20%$1.7M$1.3M-$398.0K2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED1,5571,55700%$1.7M$1.3M-$395.7K2026-10-23
Goldenstone Wealth Management LLC
DECREASED1,5561,577-21-1%$1.7M$1.3M-$417.9K2026-11-04
Trinity Financial Advisors LLC
UNCHANGED1,5501,55000%$1.7M$1.3M-$393.9K2026-10-09
McBroom & Associates, LLC
UNCHANGED1,5501,55000%$1.7M$1.3M-$393.9K2026-10-29
Linscomb Wealth, Inc.
DECREASED1,5421,562-20-1%$1.7M$1.3M-$413.1K2026-11-05
Davis Investment Partners, LLC
DECREASED1,5411,773-232-13%$1.9M$1.2M-$638.2K2026-11-05
Nvwm, LLC
INCREASED1,5371,530+7+0%$1.6M$1.2M-$383.1K2026-10-14
Valley National Advisers Inc
DECREASED1,5321,582-50-3%$1.7M$1.2M-$442.6K2026-10-23
Camden National Bank
DECREASED1,5251,565-40-3%$1.7M$1.2M-$430.1K2026-11-02
Wincap Financial LLC
INCREASED1,5241,344+180+13%$1.4M$1.2M-$195.6K2026-10-20
Vicus Capital
INCREASED1,5241,498+26+2%$1.6M$1.2M-$359.3K2026-11-05
First Community Trust NA
INCREASED1,5231,264+259+20%$1.3M$1.2M-$111.2K2026-10-07
Raab & Moskowitz Asset Management LLC
DECREASED1,5181,586-68-4%$1.7M$1.2M-$458.2K2026-11-02
Harbour Trust & Investment Management Co
DECREASED1,5091,510-10%$1.6M$1.2M-$384.5K2026-10-28
KMG Fiduciary Partners, LLC
DECREASED1,5031,530-27-2%$1.6M$1.2M-$411.2K2026-10-14
Commonwealth Financial Services, LLC
INCREASED1,5021,468+34+2%$1.6M$1.2M-$345.2K2026-10-20
Chickasaw Capital Management LLC
UNCHANGED1,5001,50000%$1.6M$1.2M-$380.8K2026-10-08
Juno Financial Group LLC
INCREASED1,4981,423+75+5%$1.5M$1.2M-$300.6K2026-10-27
Traveka Wealth, LLC
INCREASED1,4961,350+146+11%$1.4M$1.2M-$224.8K2026-10-19
Pacifica Partners Inc.
DECREASED1,4951,497-20%$1.4M$1.2M-$206.3K2026-10-09
Cooper S Advisors, LLC
DECREASED1,4911,646-155-9%$1.8M$1.2M-$543.8K2026-11-03
Encompass Wealth Advisors, LLC
INCREASED1,490785+705+90%$835.9K$1.2M+$372.1K2026-10-15
Black Diamond Financial, LLC
INCREASED1,4861,218+268+22%$1.3M$1.2M-$92.9K2026-10-26
Cromwell Holdings LLC
UNCHANGED1,4761,47600%$1.6M$1.2M-$375.1K2026-10-28
SmartHarvest Portfolios, LLC
DECREASED1,4751,804-329-18%$1.9M$1.2M-$725.4K2026-10-26
Anchyra Partners LLC
INCREASED1,4741,239+235+19%$1.3M$1.2M-$124.3K2026-10-13
Taylor Financial Group, Inc.
DECREASED1,4681,768-300-17%$1.9M$1.2M-$692.5K2026-11-02
Formidable Asset Management, LLC
DECREASED1,4681,478-10-1%$1.0M$1.6M+$516.3K2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,4671,46700%$1.6M$1.2M-$372.8K2026-10-23
Greenspring Advisors, LLC
INCREASED1,462708+754+107%$754.0K$1.2M+$431.5K2026-11-05
Paulson Wealth Management Inc.
UNCHANGED1,4581,45800%$1.6M$1.2M-$370.5K2026-11-02
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,4581,45800%$1.6M$1.2M-$370.5K2026-10-30
Rossby Financial, LCC
DECREASED1,4541,662-208-13%$1.8M$1.2M-$590.5K2026-11-05
Center For Asset Management LLC
INCREASED1,4531,353+100+7%$1.4M$1.2M-$262.6K2026-10-16
McCollum Christoferson Group LLC
UNCHANGED1,4501,45000%$1.5M$1.2M-$368.5K2026-10-13
Income Insurance Ltd
UNCHANGED1,4491,44900%$1.5M$1.2M-$368.2K2026-10-21
Meadow Creek Wealth Advisors LLC
DECREASED1,4451,573-128-8%$1.7M$1.2M-$503.5K2026-11-02
Bryn Mawr Trust Advisors, LLC
INCREASED1,4431,411+32+2%$1.5M$1.2M-$332.5K2026-11-04
Peachtree Investment Partners, LLC
INCREASED1,4391,394+45+3%$1.5M$1.2M-$317.8K2026-11-05
Trilogy Capital Inc.
INCREASED1,438796+642+81%$847.8K$1.2M+$318.0K2026-10-20
Range Financial Group LLC
INCREASED1,4381,354+84+6%$1.4M$1.2M-$275.6K2026-10-21
Capital Advisors Wealth Management, LLC
INCREASED1,4371,433+4+0%$1.5M$1.2M-$361.5K2026-10-09
Hickory Point Bank & Trust
DECREASED1,4321,511-79-5%$1.6M$1.2M-$448.0K2026-10-01
Davidson Investment Advisors
INCREASED1,4311,389+42+3%$1.5M$1.2M-$318.9K2026-10-20
Bill Few Associates, Inc.
DECREASED1,4301,499-69-5%$1.6M$1.2M-$436.6K2026-10-09
Interchange Capital Partners, LLC
DECREASED1,4221,455-33-2%$1.5M$1.2M-$394.8K2026-10-28
Coyle Financial Counsel LLC
DECREASED1,4201,429-9-1%$1.5M$1.2M-$370.4K2026-10-28
apricus wealth, LLC
UNCHANGED1,4201,42000%$1.5M$1.2M-$360.8K2026-10-26
GS Investments, Inc.
DECREASED1,4181,428-10-1%$1.5M$1.1M-$371.0K2026-11-05
Baron Wealth Management LLC
DECREASED1,4121,528-116-8%$1.6M$1.1M-$482.4K2026-10-27
Register Financial Advisors LLC
INCREASED1,4051,388+17+1%$1.5M$1.1M-$339.6K2026-10-23
Chatham Capital Group, Inc.
INCREASED1,404704+700+99%$749.6K$1.1M+$388.7K2026-10-16
Acima Private Wealth, LLC
UNCHANGED1,4001,40000%$1.5M$1.1M-$355.8K2026-10-05
Alchemi Wealth, LLC
DECREASED1,3991,435-36-3%$1.5M$1.1M-$394.0K2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED1,3951,259+136+11%$1.3M$1.1M-$209.7K2026-10-28
First Pacific Financial
INCREASED1,3941,382+12+1%$1.5M$1.1M-$340.7K2026-10-14
Hilton Head Capital Partners, LLC
DECREASED1,3931,585-192-12%$1.7M$1.1M-$558.4K2026-10-23
Waters Parkerson & Co., LLC
DECREASED1,3881,438-50-3%$1.5M$1.1M-$405.9K2026-11-04
Capital Square, LLC
DECREASED1,3871,460-73-5%$1.4M$1.1M-$266.0K2026-10-19
Northside Capital Management, LLC
UNCHANGED1,3871,38700%$1.5M$1.1M-$352.7K2026-10-13
Planned Solutions, Inc.
UNCHANGED1,3851,38500%$1.5M$1.1M-$351.9K2026-10-19
Kingdom Financial Group Llc.
DECREASED1,3721,929-557-29%$2.1M$1.1M-$941.3K2026-11-04
Sterling Investment Advisors, Ltd.
DECREASED1,3701,545-175-11%$1.6M$1.1M-$534.5K2026-10-27
Union Savings Bank
DECREASED1,3691,435-66-5%$1.5M$1.1M-$418.2K2026-10-14
Smith Group Asset Management, LLC
DECREASED1,3631,439-76-5%$1.5M$1.1M-$427.3K2026-10-27
Jeppson Wealth Management, LLC
INCREASED1,3631,361+2+0%$1.4M$1.1M-$344.2K2026-10-20
First Nebraska Trust Co
INCREASED1,3601,222+138+11%$1.3M$1.1M-$198.6K2026-10-30
Cpwa, LLC
DECREASED1,3551,356-10%$1.4M$1.1M-$361.0K2026-11-04
Thomas Story & SON LLC
UNCHANGED1,3501,35000%$1.4M$1.1M-$343.0K2026-10-13
SYM Financial Corp
INCREASED1,3481,171+177+15%$1.2M$1.1M-$154.0K2026-10-26
Caliber Wealth Management, LLC / KS
DECREASED1,3481,450-102-7%$1.5M$1.1M-$451.2K2026-11-04
Wendell David Associates Inc
DECREASED1,3481,358-10-1%$1.4M$1.1M-$353.0K2026-10-27
David J Yvars Group
DECREASED1,3471,361-14-1%$1.4M$1.1M-$357.1K2026-10-09
Crown Wealth Group, LLC
INCREASED1,3361,093+243+22%$1.2M$1.1M-$80.7K2026-10-19
Worth Financial Advisory Group, LLC
DECREASED1,3361,468-132-9%$1.6M$1.1M-$480.1K2026-10-19
NTV Asset Management LLC
DECREASED1,3351,345-10-1%$1.4M$1.1M-$349.7K2026-10-23
Insight Advisors, LLC/ PA
INCREASED1,3311,298+33+3%$1.4M$1.1M-$303.5K2026-10-22
McMill Wealth Management
DECREASED1,3301,331-10%$1.4M$1.1M-$339.0K2026-11-05
Legacy Advisors, LLC
INCREASED1,3291,263+66+5%$1.3M$1.1M-$267.8K2026-10-19
Penn Davis Mcfarland Inc
UNCHANGED1,3281,32800%$1.4M$1.1M-$337.5K2026-10-23
Brady Martz Wealth Solutions, LLC
DECREASED1,3261,570-244-16%$1.7M$1.1M-$596.8K2026-11-05
Veracity Capital LLC
DECREASED1,3241,797-473-26%$1.9M$1.1M-$840.5K2026-10-08
MRA Advisory Group
UNCHANGED1,3221,32200%$1.4M$1.1M-$335.5K2026-10-07
Rise Advisors, LLC
INCREASED1,3181,269+49+4%$1.4M$1.1M-$281.9K2026-10-16
S.A. Mason LLC
DECREASED1,3171,324-7-1%$1.4M$1.1M-$342.1K2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
DECREASED1,3131,337-24-2%$1.4M$1.1M-$359.5K2026-10-08
Clark Asset Management, LLC
DECREASED1,3121,452-140-10%$1.5M$1.1M-$482.5K2026-10-19
Enterprise Financial Services Corp
DECREASED1,3041,308-40%$1.4M$1.1M-$335.6K2026-11-03
Grant Street Asset Management, Inc.
DECREASED1,3031,332-29-2%$1.4M$1.1M-$362.0K2026-10-26
West Paces Advisors Inc.
DECREASED1,3021,338-36-3%$1.4M$1.1M-$369.2K2026-10-13
Moss Adams Wealth Advisors LLC
DECREASED1,3011,441-140-10%$1.5M$1.1M-$479.7K2026-10-28
Latitude Advisors, LLC
DECREASED1,3002,042-742-36%$2.2M$1.1M-$1.1M2026-10-27
Merrion Investment Management Co, LLC
UNCHANGED1,3001,30000%$1.4M$1.1M-$330.3K2026-10-16
Quadcap Wealth Management, LLC
DECREASED1,2931,353-60-4%$1.4M$1.0M-$392.7K2026-11-02
Collaborative Fund Advisors, LLC
INCREASED1,292601+691+115%$640.0K$1.0M+$407.5K2026-11-02
Grey Ledge Advisors, LLC
DECREASED1,2911,304-13-1%$1.4M$1.0M-$342.0K2026-11-02
Global Trust Wealth Management LLC
DECREASED1,2861,306-20-2%$1.4M$1.0M-$348.7K2026-10-14
LFA - Lugano Financial Advisors SA
UNCHANGED1,2841,28400%$1.4M$1.0M-$326.3K2026-11-03
PKS Advisory Services, LLC
UNCHANGED1,2781,27800%$1.4M$1.4M$02026-10-26
Investment Advisory Services Inc
DECREASED1,2711,283-12-1%$1.4M$1.0M-$335.9K2026-10-27
Alpha Family Trust
UNCHANGED1,2701,27000%$1.4M$1.4M$02026-11-04
Bay Capital Advisors, LLC
UNCHANGED1,2661,26600%$1.3M$1.0M-$321.7K2026-10-16
Stableford Capital II LLC
INCREASED1,264973+291+30%$1.0M$1.0M-$11.3K2026-10-09
Park Edge Advisors, LLC
DECREASED1,2631,390-127-9%$1.5M$1.0M-$456.2K2026-10-28
Fiduciary Financial Group, LLC
INCREASED1,2611,224+37+3%$1.3M$1.0M-$281.0K2026-10-13
Orrstown Financial Services Inc
DECREASED1,2601,280-20-2%$1.4M$1.0M-$341.5K2026-10-14
Warwick Investment Management, Inc.
DECREASED1,2591,323-64-5%$1.4M$1.0M-$388.1K2026-10-19
QTR Family Wealth, LLC
INCREASED1,2571,157+100+9%$1.2M$1.0M-$213.4K2026-11-02
Well Done, LLC
DECREASED1,2522,054-802-39%$2.2M$1.0M-$1.2M2026-10-20
Globalt Investments LLC / GA
DECREASED1,2501,252-20%$1.3M$1.0M-$319.8K2026-10-27
Evanson Financial, LLC
UNCHANGED1,2501,25000%$1.3M$1.0M-$317.6K2026-10-23
Hardin Capital Partners, LLC
DECREASED1,2481,275-27-2%$1.4M$1.0M-$354.0K2026-10-09
Curated Wealth Partners LLC
INCREASED1,246436+810+186%$464.3K$1.0M+$545.9K2026-10-15
Providence First Trust Co
DECREASED1,2431,923-680-35%$2.0M$1.0M-$1.0M2026-11-02
May Hill Capital, LLC
INCREASED1,2401,041+199+19%$1.1M$1.0M-$103.2K2026-11-03
Smithbridge Asset Management Inc
INCREASED1,238938+300+32%$998.5K$1.0M+$5.0K2026-10-19
Monarch Capital Management Inc
UNCHANGED1,2371,23700%$1.3M$1.0M-$314.3K2026-10-19
YHB Investment Advisors, Inc.
DECREASED1,2361,249-13-1%$1.3M$1.0M-$327.9K2026-10-08
Mengis Capital Management, Inc.
DECREASED1,2361,241-50%$1.3M$1.0M-$319.4K2026-10-13
MFA Wealth Services
DECREASED1,2251,231-60%$1.3M$993.4K-$318.0K2026-10-14
Transcendent Capital Group LLC
DECREASED1,2231,447-224-15%$1.5M$991.6K-$549.3K2026-10-28
Crusonia Wealth Advisors LLC
INCREASED1,2191,046+173+17%$1.1M$988.4K-$125.8K2026-10-26
Hamilton Capital, LLC
INCREASED1,2181,212+6+1%$1.3M$987.6K-$303.1K2026-10-08
Smith Shellnut Wilson LLC
UNCHANGED1,2061,20600%$1.3M$977.8K-$306.5K2026-10-21
Sunbeam Capital Management, LLC
DECREASED1,1991,272-73-6%$1.4M$972.1K-$382.7K2026-11-05
Cornerstone Enterprises, LLC
INCREASED1,198361+837+232%$384.4K$971.3K+$586.9K2026-10-15
First Growth Capital LLC
DECREASED1,1961,271-75-6%$1.4M$969.7K-$383.8K2026-10-15
Maple Capital Management, Inc.
DECREASED1,1941,206-12-1%$1.3M$968.3K-$316.2K2026-11-02
Next Level Private LLC
UNCHANGED1,1901,19000%$1.3M$964.8K-$302.4K2026-10-20
Eagle Wealth Strategies LLC
INCREASED1,1891,175+14+1%$1.3M$964.0K-$287.1K2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED1,1841,017+167+16%$1.1M$960.0K-$123.0K2026-10-27
Dickmeyer Boyce Financial Management, Inc.
DECREASED1,1831,190-7-1%$1.3M$959.3K-$307.7K2026-10-08
Bangor Savings Bank
DECREASED1,1791,231-52-4%$1.3M$955.9K-$355.0K2026-10-06
Aviso Wealth Management
INCREASED1,1771,164+13+1%$1.2M$954.7K-$285.3K2026-11-04
TFB Advisors LLC
DECREASED1,1751,196-21-2%$1.3M$952.7K-$320.9K2026-11-02
Adamsbrown Wealth Consultants LLC
INCREASED1,1741,173+1+0%$1.2M$951.6K-$297.3K2026-10-20
Strategy Asset Managers LLC
INCREASED1,172246+926+376%$262.4K$950.6K+$688.2K2026-10-14
Community Financial Services Group, LLC
INCREASED1,1711,146+25+2%$1.1M$967.7K-$168.5K2026-10-15
AUA Capital Management, LLC
UNCHANGED1,1701,17000%$1.2M$948.6K-$297.3K2026-10-15
Legacy Financial Group, Inc.
INCREASED1,1671,070+97+9%$1.1M$946.1K-$193.2K2026-10-21
American State Bank (Iowa)
DECREASED1,1641,175-11-1%$1.3M$943.8K-$307.5K2026-11-03
Lazari Capital Management, Inc.
DECREASED1,1631,164-10%$1.2M$942.9K-$296.6K2026-10-20
Cookson Peirce & Co Inc
UNCHANGED1,1601,16000%$1.2M$940.4K-$294.4K2026-10-30
Baker Boyer National Bank
DECREASED1,1571,158-10%$1.2M$938.1K-$295.1K2026-11-05
Central Pacific Bank - Trust Division
DECREASED1,1563,621-2,465-68%$3.9M$937.3K-$2.9M2026-10-06
Fingerlakes Wealth Management, Inc.
INCREASED1,1551,151+4+0%$1.2M$936.1K-$290.0K2026-11-04
Gunderson Capital Management LLC
NEW1,154—+1,154——$935.7K—2026-10-15
Holland Advisory Services, Inc.
INCREASED1,154865+289+33%$921.0K$935.7K+$14.7K2026-10-26
Orange Investment Advisors, Inc.
UNCHANGED1,1541,15400%$1.2M$935.7K-$293.2K2026-10-23
waypoint wealth counsel
INCREASED1,152856+296+35%$911.7K$933.8K+$22.2K2026-10-22
Silver Grove Financial Group, Inc.
INCREASED1,1481,064+84+8%$1.1M$930.9K-$202.2K2026-11-05
XY Planning Network, Inc.
INCREASED1,1471,061+86+8%$1.1M$930.0K-$199.9K2026-10-14
Dutch Asset Corp
INCREASED1,1471,069+78+7%$1.1M$930.7K-$207.8K2026-10-20
TBH Global Asset Management, LLC
INCREASED1,1471,141+6+1%$1.2M$929.7K-$285.1K2026-11-03
Marin Bay Wealth Advisors, LLC
INCREASED1,1461,145+1+0%$1.2M$929.9K-$289.9K2026-10-28
Home Federal Bank of Tennessee
INCREASED1,141249+892+358%$265.2K$925.1K+$660.0K2026-10-15
Seizert Capital Partners, LLC
DECREASED1,1386,023-4,885-81%$6.4M$922.7K-$5.5M2026-10-30
Vestia Personal Wealth Advisors
INCREASED1,1381,083+55+5%$1.2M$922.9K-$229.9K2026-10-20
DKM Wealth Management, Inc.
INCREASED1,136576+560+97%$613.0K$920.8K+$307.8K2026-10-09
BankPlus Wealth Management LLC
DECREASED1,1341,138-40%$1.2M$919.3K-$292.7K2026-10-13
Grantvest Financial Group LLC
INCREASED1,130648+482+74%$690.1K$916.2K+$226.1K2026-10-21
Wealth Dimensions Group, Ltd.
INCREASED1,1291,089+40+4%$1.2M$915.3K-$244.3K2026-11-02
Seven Hills Financial, LLC
NEW1,127—+1,127——$913.6K—2026-10-13
Graves Light Lenhart Wealth, Inc.
UNCHANGED1,1261,12600%$1.2M$913.3K-$285.7K2026-10-09
Monte Financial Group, LLC
UNCHANGED1,1241,12400%$915.8K$911.3K-$4.5K2026-11-02
Armstrong, Fleming & Moore, Inc
UNCHANGED1,1241,12400%$1.2M$911.3K-$285.5K2026-10-28
Smith Thornton Advisors LLC
INCREASED1,1231,080+43+4%$1.0M$910.5K-$95.5K2026-10-16
Dale Q Rice Investment Management Ltd
UNCHANGED1,1221,12200%$1.2M$909.7K-$285.1K2026-10-09
Lakewood Asset Management LLC
INCREASED1,1201,119+1+0%$1.2M$908.4K-$283.6K2026-10-26
Towne Trust Company, N.a
UNCHANGED1,1201,12000%$1.2M$908.1K-$284.6K2026-10-28
Spring Capital Management, LLC
UNCHANGED1,1201,12000%$1.2M$908.1K-$284.6K2026-10-09
Independent Solutions Wealth Management, LLC
UNCHANGED1,1191,11900%$1.2M$907.3K-$284.3K2026-10-28
D'Orazio & Associates, Inc.
INCREASED1,1181,076+42+4%$1.1M$906.1K-$239.2K2026-11-04
Verum Partners LLC
DECREASED1,1181,130-12-1%$1.2M$906.2K-$296.7K2026-10-21
Boston Trust Walden Corp
INCREASED1,1131,086+27+2%$1.2M$902.4K-$254.1K2026-10-30
Chicago Trust Co NA
DECREASED1,1091,116-7-1%$1.2M$899.2K-$289.3K2026-10-28
Firestone Capital Management
UNCHANGED1,1081,10800%$1.2M$898.4K-$281.4K2026-11-03
Five Oceans Advisors
DECREASED1,1031,174-71-6%$1.3M$894.3K-$355.9K2026-10-22
Banque Pictet & CIE SA
INCREASED1,100400+700+175%$426.0K$891.9K+$465.9K2026-10-16
Beacon Financial Group
INCREASED1,097991+106+11%$1.1M$889.8K-$165.9K2026-10-19
West Wealth Group, LLC
INCREASED1,0971,070+27+3%$1.1M$889.8K-$250.0K2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED1,0961,09600%$1.2M$888.6K-$278.5K2026-10-15
Pathway Wealth Management LLC
UNCHANGED1,0951,09500%$1.2M$887.8K-$278.3K2026-10-19
State of Wyoming
INCREASED1,094131+963+735%$139.5K$887.0K+$747.5K2026-10-28
Dmkc Advisory Services, LLC
INCREASED1,094833+261+31%$887.2K$887.2K+$792026-11-04
Regatta Capital Group, LLC
INCREASED1,0921,041+51+5%$1.1M$885.5K-$222.9K2026-10-23
Laurel Wealth Advisors LLC
INCREASED1,0921,070+22+2%$1.1M$885.4K-$254.1K2026-10-27
KG Capital Management
INCREASED1,0881,040+48+5%$1.1M$882.1K-$225.4K2026-10-15
Family Capital Management, Inc.
DECREASED1,0871,105-18-2%$1.2M$881.7K-$294.9K2026-11-03
First Affirmative Financial Network
NEW1,086—+1,086——$880.6K—2026-10-21
Landmark Wealth Management, LLC
DECREASED1,0851,090-50%$1.2M$879.8K-$281.1K2026-11-03
Physician Wealth Advisors, Inc.
INCREASED1,082964+118+12%$1.0M$877.7K-$148.6K2026-10-20
Congress Park Capital LLC
DECREASED1,0801,215-135-11%$1.3M$875.7K-$418.2K2026-10-13
Advisortrust Partners, LLC
INCREASED1,0801,043+37+4%$1.1M$875.7K-$235.0K2026-11-02
Kornitzer Capital Management Inc
DECREASED1,0781,088-10-1%$1.2M$874.0K-$284.6K2026-11-03
Greenwood Capital Associates LLC
INCREASED1,0771,074+3+0%$1.1M$873.3K-$270.4K2026-10-27
New England Research & Management, Inc.
NEW1,075—+1,075——$871.6K—2026-10-16
Peoples Bank
DECREASED1,0681,348-280-21%$1.4M$865.9K-$569.6K2026-10-09
Onyx Financial Advisors, LLC
INCREASED1,0681,066+2+0%$1.1M$865.7K-$269.1K2026-10-21
SkyOak Wealth, LLC
UNCHANGED1,0641,06400%$1.1M$862.4K-$270.3K2026-10-28
Intrua Financial, LLC
INCREASED1,0611,046+15+1%$1.1M$860.2K-$253.6K2026-10-28
Fortitude Family Office, LLC
INCREASED1,058566+492+87%$602.7K$857.8K+$255.1K2026-10-14
Balboa Wealth Partners
DECREASED1,0571,414-357-25%$1.5M$857.0K-$648.7K2026-10-20
Symmetry Partners, LLC
DECREASED1,0561,199-143-12%$1.3M$856.3K-$420.0K2026-10-27
Miller Wealth Advisors, LLC
UNCHANGED1,0561,05600%$1.1M$856.2K-$268.3K2026-11-02
North Berkeley Wealth Management, LLC
UNCHANGED1,0551,05500%$1.1M$855.4K-$268.1K2026-11-02
Vista Investment Partners II, LLC
INCREASED1,0521,032+20+2%$1.1M$852.6K-$246.1K2026-10-15
Financial Council, LLC
INCREASED1,050850+200+24%$905.2K$851.3K-$53.8K2026-11-02
Mogy Joel R Investment Counsel Inc
UNCHANGED1,0501,05000%$1.1M$851.3K-$266.8K2026-10-13
Gradient Capital Advisors, LLC
DECREASED1,0401,044-40%$1.1M$843.1K-$268.5K2026-10-21
Bingham Private Wealth, LLC
INCREASED1,0371,012+25+2%$1.1M$840.9K-$236.9K2026-11-05
Eubel Brady & Suttman Asset Management Inc
INCREASED1,0361,035+1+0%$1.1M$840.0K-$263.0K2026-11-04
ADE, LLC
UNCHANGED1,0291,02900%$1.1M$834.4K-$261.5K2026-10-29
Embree Financial Group
UNCHANGED1,0291,02900%$1.1M$834.5K-$260.8K2026-10-22
Kelleher Financial Advisors
DECREASED1,0282,036-1,008-50%$2.2M$833.1K-$1.3M2026-10-30
Narus Financial Partners, LLC
DECREASED1,0281,031-30%$1.1M$833.5K-$264.4K2026-10-19
Parkway Wealth Management Group, LLC
DECREASED1,0251,039-14-1%$1.1M$830.8K-$275.2K2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED1,0251,02500%$1.1M$831.1K-$260.5K2026-10-28
Morey & Quinn Wealth Partners, LLC
DECREASED1,0241,133-109-10%$1.2M$830.2K-$376.3K2026-10-28
Lynx Investment Advisory
INCREASED1,024972+52+5%$1.0M$830.0K-$205.3K2026-10-27
Gilman Hill Asset Management, LLC
DECREASED1,0241,035-11-1%$1.1M$830.2K-$271.9K2026-10-13
Uptick Partners, LLC
INCREASED1,020966+54+6%$1.0M$826.8K-$202.0K2026-11-04
Private Wealth Partners, LLC
INCREASED1,0181,007+11+1%$1.1M$825.4K-$247.0K2026-10-22
Texas Bank & Trust Co
INCREASED1,017989+28+3%$1.1M$824.6K-$228.6K2026-11-04
Smallwood Wealth Investment Management, LLC
DECREASED1,0171,028-11-1%$1.1M$824.9K-$270.2K2026-10-30
Ledgewood Wealth Advisors, LLC
UNCHANGED1,0171,01700%$1.1M$824.6K-$258.4K2026-10-09
Arbor Investment Advisors, LLC
UNCHANGED1,0131,01300%$1.1M$821.3K-$257.4K2026-10-26
CWS Financial Advisors, LLC
UNCHANGED1,0091,00900%$1.1M$818.1K-$256.4K2026-10-16
Wedgewood Investors Inc
INCREASED1,008948+60+6%$1.0M$817.3K-$192.2K2026-10-28
Investment Research Partners LLC
INCREASED1,004822+182+22%$874.8K$813.6K-$61.2K2026-10-19
Slocum, Gordon & Co LLP
DECREASED1,0031,503-500-33%$1.6M$813.2K-$787.3K2026-10-19
Kaizen Financial Strategies
DECREASED1,0031,103-100-9%$1.1M$813.5K-$280.4K2026-10-09
Meridian Financial Partners LLC
INCREASED1,003997+6+1%$912.0K$737.6K-$174.4K2026-10-23
Westside Investment Management, Inc.
UNCHANGED1,0021,00200%$1.1M$833.1K-$234.4K2026-11-02
CJM Wealth Advisers, Ltd.
DECREASED1,0011,071-70-7%$1.1M$811.9K-$328.6K2026-10-27
First Hawaiian Bank
UNCHANGED1,0001,00000%$1.1M$810.8K-$254.1K2026-10-14
Davidson Trust Co
UNCHANGED1,0001,00000%$1.1M$810.8K-$254.1K2026-10-09
Alamar Capital Management, LLC
UNCHANGED1,0001,00000%$1.1M$810.8K-$254.1K2026-11-02
Prodigy Asset Management LLC
UNCHANGED1,0001,00000%$1.1M$810.8K-$254.1K2026-10-28
Worth Asset Management, LLC
DECREASED9991,367-368-27%$1.5M$810.0K-$645.7K2026-10-07
Bender Robert & Associates
INCREASED998916+82+9%$975.4K$809.2K-$166.3K2026-10-21
Ring Mountain Capital, LLC
INCREASED997949+48+5%$1.0M$808.4K-$202.2K2026-10-13
Aspire Private Capital, LLC
INCREASED996286+710+248%$305.1K$808.0K+$502.9K2026-11-05
LJI Wealth Management, LLC
DECREASED9921,090-98-9%$1.2M$804.3K-$356.6K2026-10-28
Dala Group, LLC
INCREASED991967+24+2%$1.0M$803.5K-$226.2K2026-10-29
Convergence Financial, LLC
DECREASED9881,921-933-49%$2.0M$801.4K-$1.2M2026-10-27
LifePlan Financial, LLC
DECREASED9881,906-918-48%$2.0M$786.6K-$1.2M2026-10-13
Baker Tilly Wealth Management, LLC
DECREASED9861,010-24-2%$1.1M$799.4K-$276.1K2026-10-05
CFC Planning Co LLC
DECREASED985994-9-1%$1.1M$798.6K-$259.9K2026-10-28
Wealth Management Nebraska
INCREASED984978+6+1%$1.0M$798.0K-$243.7K2026-10-26
Shrier Wealth Management, LLC
INCREASED984982+2+0%$1.0M$797.4K-$248.8K2026-10-20
First Financial Corp
DECREASED982987-5-1%$1.1M$796.2K-$254.9K2026-10-13
Arsenal Capital Advisors LLC
INCREASED981944+37+4%$1.0M$795.4K-$209.9K2026-11-02
Central Valley Advisors, LLC
UNCHANGED97797700%$1.0M$792.1K-$248.3K2026-10-27
Glass Wealth Management Co LLC
UNCHANGED97797700%$1.0M$792.0K-$248.2K2026-10-28
FAI Advisors, Inc.
INCREASED973900+73+8%$958.4K$788.9K-$169.5K2026-10-27
Syntegra Private Wealth Group, LLC
DECREASED971973-20%$1.0M$787.6K-$249.0K2026-10-13
KFA Private Wealth Group, LLC
DECREASED9651,032-67-6%$1.1M$782.6K-$317.2K2026-10-07
Southland Equity Partners LLC
DECREASED9631,068-105-10%$1.1M$780.7K-$356.2K2026-10-14
Hengehold Capital Management LLC
DECREASED9631,018-55-5%$1.1M$781.2K-$303.1K2026-10-16
Braun-Bostich & Associates Inc.
DECREASED961971-10-1%$1.0M$779.2K-$254.8K2026-10-20
Meredith Wealth Planning
INCREASED959958+1+0%$1.0M$777.6K-$242.6K2026-10-14
Manchester Capital Management LLC
DECREASED9571,021-64-6%$1.1M$775.9K-$311.3K2026-10-22
Nautilus Advisors LLC
INCREASED957928+29+3%$884.0K$776.1K-$107.9K2026-10-07
Syverson Strege & Co
INCREASED950932+18+2%$992.5K$770.3K-$222.2K2026-11-02
Verity Asset Management, Inc.
DECREASED9491,027-78-8%$1.1M$769.6K-$323.9K2026-10-30
James J. Burns & Company, LLC
INCREASED949932+17+2%$992.8K$769.9K-$222.9K2026-10-22
Blue Capital, Inc.
INCREASED948900+48+5%$958.4K$768.5K-$189.9K2026-10-13
Sage Mountain Advisors LLC
DECREASED9471,151-204-18%$1.2M$767.4K-$457.8K2026-11-02
Tenet Wealth Partners, LLC
INCREASED946942+4+0%$822.6K$767.0K-$55.6K2026-10-19
Inspirion Wealth Advisors, LLC
INCREASED946944+2+0%$936.2K$766.6K-$169.6K2026-10-09
Lodestar Private Asset Management LLC
DECREASED943958-15-2%$1.0M$764.6K-$255.6K2026-10-26
Buckhead Capital Management LLC
DECREASED9401,059-119-11%$1.1M$762.1K-$365.6K2026-11-03
LeConte Wealth Management, LLC
INCREASED939808+131+16%$859.9K$761.0K-$98.9K2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED938859+79+9%$915.0K$760.6K-$154.4K2026-11-02
Mayfair Advisory Group, LLC
UNCHANGED93893800%$833.5K$760.6K-$72.9K2026-10-20
RW Investment Management LLC
DECREASED935978-43-4%$1.0M$757.7K-$283.3K2026-11-03
Raleigh Capital Management Inc.
DECREASED932979-47-5%$1.0M$755.3K-$286.9K2026-10-28
One Way Holdings LLC
INCREASED928894+34+4%$952.0K$752.4K-$199.6K2026-10-29
Barlow Wealth Partners, LLC
INCREASED925836+89+11%$792.6K$798.7K+$6.1K2026-10-15
Key Client Fiduciary Advisors, LLC
DECREASED925928-30%$988.1K$750.3K-$237.8K2026-10-19
Mullaney, Keating & Wright, Inc.
UNCHANGED92592500%$985.0K$750.0K-$235.1K2026-10-19
Rational Advisors, Inc.
INCREASED924908+16+2%$966.9K$749.2K-$217.8K2026-11-02
Anchor Capital Advisors LLC
UNCHANGED92292200%$981.8K$747.5K-$234.3K2026-11-05
Abacus Wealth Partners, LLC
INCREASED921919+2+0%$978.6K$746.7K-$231.9K2026-11-03
BXM Wealth LLC
UNCHANGED91991900%$978.6K$745.1K-$233.5K2026-11-03
Essex LLC
NEW918—+918——$744.3K—2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED912858+54+6%$914.0K$739.7K-$174.3K2026-10-15
Forza Wealth Management, LLC
INCREASED908603+305+51%$642.1K$736.2K+$94.1K2026-10-20
StoryOne LLC
INCREASED906451+455+101%$480.3K$734.6K+$254.3K2026-10-13
Mills Wealth Advisors LLC
NEW902—+902——$731.3K—2026-10-22
Asempa Wealth Advisors
UNCHANGED90090000%$958.4K$743.7K-$214.7K2026-10-07
Finivi Inc.
DECREASED8951,085-190-18%$1.2M$725.4K-$430.1K2026-10-13
Banyan Capital Management, Inc.
UNCHANGED89589500%$953.1K$725.7K-$227.4K2026-11-05
Hoey Investments, Inc
INCREASED894679+215+32%$723.1K$724.8K+$1.8K2026-10-29
Prevail Innovative Wealth Advisors, LLC
INCREASED893313+580+185%$333.5K$726.5K+$392.9K2026-10-20
Old Second National Bank of Aurora
UNCHANGED89389300%$951.0K$724.0K-$226.9K2026-10-22
1834 Investment Advisors Co
UNCHANGED89389300%$951.0K$724.0K-$226.9K2026-10-16
American Institute for Advanced Investment Management, LLP
INCREASED891869+22+3%$925.4K$722.4K-$203.0K2026-11-03
Manchester Financial Inc
DECREASED889913-24-3%$971.8K$721.1K-$250.7K2026-10-15
Chemistry Wealth Management LLC
UNCHANGED88888800%$945.6K$720.0K-$225.6K2026-10-16
Taylor Securities Services, Inc.
INCREASED885785+100+13%$835.9K$717.5K-$118.4K2026-10-20
First United Bank & Trust
DECREASED884893-9-1%$951.0K$716.7K-$234.2K2026-10-22
Certified Advisory Corp
INCREASED883882+1+0%$939.0K$715.5K-$223.4K2026-10-29
Aspetuck Financial Management LLC
INCREASED882817+65+8%$870.0K$715.1K-$154.9K2026-11-04
Signature Resources Capital Management, LLC
INCREASED881850+31+4%$904.8K$714.4K-$190.4K2026-10-16
Pekin Hardy Strauss, Inc.
DECREASED881893-12-1%$951.1K$713.9K-$237.2K2026-11-02
Peddock Capital Advisors, LLC
INCREASED877854+23+3%$909.8K$711.4K-$198.4K2026-10-16
United Community Bank
DECREASED876884-8-1%$941.4K$710.3K-$231.1K2026-10-28
Salomon & Ludwin, LLC
INCREASED875874+1+0%$866.7K$709.5K-$157.2K2026-10-29
Asio Capital, LLC
INCREASED874477+397+83%$508.0K$708.6K+$200.7K2026-10-19
Willow Creek Capital Management, Inc.
UNCHANGED87487400%$930.7K$930.7K$02026-10-16
Riversedge Advisors, LLC
INCREASED873390+483+124%$415.3K$707.8K+$292.5K2026-10-09
MW Advisory, LLC
INCREASED872719+153+21%$765.7K$707.0K-$58.7K2026-10-19
RHL Group, LLC
INCREASED872836+36+4%$890.3K$706.9K-$183.5K2026-11-04
Towerpoint Wealth, LLC
UNCHANGED87287200%$928.6K$707.2K-$221.4K2026-10-13
Goldstein Advisors, LLC
DECREASED8711,001-130-13%$1.1M$706.2K-$359.8K2026-10-15
IFS Advisors, LLC
INCREASED87053+817+1542%$57.1K$705.9K+$648.8K2026-10-14
Clientfirst Wealth Management, LLC
UNCHANGED86986900%$925.4K$704.6K-$220.8K2026-11-04
First Bank & Trust
INCREASED867849+18+2%$904.1K$703.0K-$201.1K2026-10-19
True Wealth Design, LLC
DECREASED866980-114-12%$1.0M$701.9K-$342.2K2026-10-13
Howard Financial Services, Ltd.
INCREASED861669+192+29%$711.9K$697.7K-$14.2K2026-10-15
LifeGoal Investments, LLC
INCREASED858642+216+34%$683.7K$695.7K+$12.0K2026-10-09
Petros Family Wealth, LLC
INCREASED855771+84+11%$821.1K$693.2K-$127.8K2026-10-28
Abner Herrman & Brock LLC
INCREASED854402+452+112%$428.0K$692.0K+$264.0K2026-10-20
WealthBridge Capital Management, LLC
INCREASED854842+12+1%$896.6K$692.7K-$204.0K2026-10-16
Legacy Wealth Management, LLC / MS
INCREASED853843+10+1%$897.7K$691.6K-$206.1K2026-10-30
Eclectic Associates Inc
DECREASED849872-23-3%$928.5K$688.3K-$240.2K2026-10-09
Phoenix Wealth Advisors
DECREASED844867-23-3%$923.3K$684.3K-$239.0K2026-11-03
Shelton Wealth Management, LLC
INCREASED843298+545+183%$317.1K$683.5K+$366.5K2026-10-16
ICW Investment Advisors LLC
INCREASED843842+1+0%$897.2K$684.3K-$212.9K2026-10-27
Core Wealth Partners LLC
INCREASED841738+103+14%$785.9K$681.9K-$104.0K2026-11-02
Revolve Wealth Partners, LLC
INCREASED841806+35+4%$858.8K$682.2K-$176.5K2026-10-23
MBE Wealth Management, LLC
INCREASED837768+69+9%$817.7K$678.7K-$139.0K2026-10-26
Mascagni Wealth Management, Inc.
UNCHANGED83683600%$890.0K$677.9K-$212.1K2026-10-23
Axim Planning & Wealth
DECREASED835860-25-3%$915.8K$677.1K-$238.8K2026-10-28
Rockingstone Advisors LLC
DECREASED834929-95-10%$989.3K$676.2K-$313.1K2026-10-16
Van Cleef Asset Management,Inc
DECREASED8331,033-200-19%$1.1M$675.4K-$424.7K2026-10-20
Spectrum Financial Alliance Ltd LLC
NEW831—+831——$673.8K—2026-10-29
Myriad Asset Management US LP
INCREASED830806+24+3%$858.0K$673.0K-$185.0K2026-11-03
Retiremitten Financial LLC
DECREASED829834-5-1%$888.0K$591.3K-$296.7K2026-11-05
Oliver Luxxe Assets LLC
UNCHANGED82382300%$876.4K$667.3K-$209.1K2026-10-14
M.E. Allison & Co., Inc.
UNCHANGED82282200%$875.3K$666.7K-$208.5K2026-10-09
Ramsay, Stattman, Vela & Price, Inc.
DECREASED820870-50-6%$926.5K$664.8K-$261.6K2026-10-19
AMG Asset Management Group, Inc.
INCREASED819535+284+53%$569.8K$664.1K+$94.3K2026-10-21
Acumen Wealth Advisors, LLC
INCREASED819805+14+2%$857.2K$664.0K-$193.2K2026-11-05
GW Henssler & Associates LTD
DECREASED819820-10%$873.2K$664.0K-$209.2K2026-10-26
Prota Financial, LLC
DECREASED818822-40%$814.9K$676.0K-$139.0K2026-10-08
E6 Portfolios, LLC
INCREASED816620+196+32%$659.7K$661.8K+$2.1K2026-10-26
Fiscal Wisdom Wealth Management, LLC
INCREASED816811+5+1%$863.6K$661.6K-$202.0K2026-10-16
Compass Financial Group, Inc
INCREASED816815+1+0%$868.4K$661.9K-$206.5K2026-10-13
Washington Trust Bank
INCREASED814647+167+26%$689.0K$660.0K-$29.0K2026-11-03
Tcfg Investment Advisors, LLC
INCREASED811798+13+2%$849.7K$657.7K-$192.0K2026-10-20
Vigilare Wealth Management
DECREASED811821-10-1%$874.6K$657.6K-$217.1K2026-10-29
Elser Financial Planning, Inc
INCREASED807798+9+1%$849.8K$654.3K-$195.5K2026-10-16
Red Mountain Financial, LLC
DECREASED806811-5-1%$863.7K$653.3K-$210.4K2026-11-03
Peterson Wealth Advisors, LLC
DECREASED805922-117-13%$982.0K$652.6K-$329.4K2026-10-08
Heritage Family Offices, LLP
INCREASED803724+79+11%$771.0K$651.1K-$119.9K2026-11-02
DecisionMap Wealth Management, LLC
INCREASED803785+18+2%$835.5K$650.8K-$184.8K2026-10-29
Kingsbury Capital Investment Advisors LLC
DECREASED802829-27-3%$883.3K$650.0K-$233.3K2026-10-20
MMA Asset Management LLC
INCREASED801795+6+1%$846.6K$649.4K-$197.2K2026-11-02
Alpha Wealth Funds, LLC
NEW800—+800——$648.6K—2026-11-05
Center for Financial Planning, Inc.
INCREASED800351+449+128%$373.8K$648.6K+$274.9K2026-10-26
Mount Vernon Associates Inc
UNCHANGED80080000%$852.0K$649.0K-$203.0K2026-10-26
TCP Asset Management, LLC
DECREASED796829-33-4%$882.8K$673.0K-$209.8K2026-10-14
Targeted Financial Services LLC
UNCHANGED79579500%$846.6K$644.6K-$202.0K2026-10-19
DeDora Capital, Inc.
DECREASED793919-126-14%$978.3K$642.8K-$335.6K2026-10-26
Financial Security Advisor, Inc.
INCREASED792581+211+36%$618.4K$641.8K+$23.4K2026-11-03
EdgeRock Capital LLC
INCREASED791763+28+4%$812.2K$641.1K-$171.1K2026-11-03
Westco Advisory Services Inc
INCREASED790655+135+21%$697.5K$640.5K-$57.0K2026-10-14
Trek Financial, LLC
DECREASED78610,127-9,341-92%$10.8M$637.5K-$10.1M2026-10-29
Reap Financial Group, LLC
INCREASED785675+110+16%$718.5K$636.4K-$82.0K2026-11-02
Costello Asset Management, Inc
DECREASED782812-30-4%$864.7K$634.0K-$230.7K2026-10-30
Rebalance, LLC
INCREASED782781+1+0%$831.7K$634.0K-$197.6K2026-10-22
Altus Wealth Group LLC
INCREASED781735+46+6%$782.9K$633.5K-$149.4K2026-10-20
Donalies Financial Planning, LLC
UNCHANGED78178100%$831.2K$633.0K-$198.2K2026-10-19
Community Trust & Investment Co
DECREASED780884-104-12%$941.4K$632.4K-$309.0K2026-10-15
Smart Wealth LLC
INCREASED780739+41+6%$786.5K$632.2K-$154.3K2026-11-04
Atala Financial Inc
UNCHANGED77877800%$828.5K$630.8K-$197.7K2026-10-22
MPS Loria Financial Planners, LLC
INCREASED777776+1+0%$826.1K$630.1K-$195.9K2026-10-14
JSF Financial, LLC
INCREASED774738+36+5%$785.4K$628.0K-$157.5K2026-10-22
J. Derek Lewis & Associates Inc.
UNCHANGED77377300%$823.4K$627.1K-$196.4K2026-11-03
Bond & Devick Financial Network, Inc.
INCREASED772517+255+49%$550.9K$626.3K+$75.4K2026-10-23
Rydar Equities, Inc.
INCREASED768733+35+5%$652.2K$624.9K-$27.4K2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
DECREASED765832-67-8%$885.5K$620.1K-$265.5K2026-10-15
Foguth Wealth Management, Llc.
DECREASED764769-5-1%$664.4K$558.2K-$106.2K2026-10-19
Bright Financial Advisors, Inc.
INCREASED764763+1+0%$813.2K$619.2K-$194.1K2026-10-23
AXS Investments LLC
INCREASED762699+63+9%$744.4K$617.8K-$126.5K2026-11-04
Canvas Wealth Advisors, LLC
DECREASED761790-29-4%$841.3K$492.7K-$348.6K2026-11-02
Human Investing LLC
INCREASED760676+84+12%$720.3K$616.5K-$103.8K2026-10-19
Pacific Center for Financial Services
INCREASED760759+1+0%$808.1K$616.3K-$191.8K2026-10-15
Fjell Capital, LLC
INCREASED754641+113+18%$682.6K$611.4K-$71.2K2026-10-13
Jacobsen Capital Management
DECREASED753791-38-5%$842.3K$610.5K-$231.8K2026-10-27
General Partner, Inc.
UNCHANGED75275200%$800.8K$609.7K-$191.1K2026-10-05
Antonelli Financial Advisors, LLC
UNCHANGED75275200%$801.0K$610.0K-$191.0K2026-10-13
Vision Capital Management, Inc.
DECREASED751973-222-23%$1.0M$608.9K-$427.2K2026-10-20
Hurlow Wealth Management Group, Inc.
DECREASED750751-10%$799.7K$608.1K-$191.6K2026-10-29
StoneRidge PMG Advisors, LLC
NEW747—+747——$606.0K—2026-11-04
Aviance Capital Partners, LLC
INCREASED747679+68+10%$722.9K$605.5K-$117.4K2026-10-29
Sound Financial Strategies Group, LLC
INCREASED745541+204+38%$576.1K$604.0K+$27.9K2026-10-30
JGP Wealth Management, LLC
INCREASED745739+6+1%$787.4K$603.9K-$183.5K2026-10-13
Eagle Wealth Advisors LLC
INCREASED744702+42+6%$747.6K$603.2K-$144.3K2026-10-20
Todd Wealth Management, LLC
DECREASED744754-10-1%$802.8K$603.5K-$199.2K2026-10-19
Founders Grove Wealth Partners, LLC
INCREASED743730+13+2%$777.4K$602.4K-$175.0K2026-10-16
Argentarii, LLC
DECREASED743749-6-1%$631.7K$602.4K-$29.3K2026-10-28
Advisory Solutions Group, LLC
NEW741—+741——$601.1K—2026-10-14
Archer Investment Corp
DECREASED741750-9-1%$799.0K$600.5K-$198.5K2026-11-05
Townsend & Associates, Inc
INCREASED739734+5+1%$634.2K$540.3K-$93.9K2026-10-23
TrueWealth Advisors, LLC
DECREASED738740-20%$788.4K$598.2K-$190.3K2026-10-09
Crane Advisory, LLC
INCREASED738737+1+0%$646.2K$625.6K-$20.7K2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED736480+256+53%$511.7K$597.2K+$85.6K2026-10-09
Sunburst Financial Group, LLC
UNCHANGED73373300%$780.6K$594.3K-$186.3K2026-10-09
Ballew Advisors, Inc
INCREASED732724+8+1%$697.5K$618.5K-$79.0K2026-10-05
Southern Financial Group, LLC
INCREASED732731+1+0%$779.4K$594.2K-$185.2K2026-10-30
Websterrogers Financial Advisors, LLC
UNCHANGED73073000%$777.4K$591.9K-$185.5K2026-11-02
Randall & Associates Wealth Management
DECREASED729756-27-4%$805.1K$591.1K-$214.0K2026-10-20
Commerce Advisors, LLC
DECREASED729752-23-3%$800.5K$590.8K-$209.7K2026-10-19
Capstone Wealth Management Group, Inc.
DECREASED727736-9-1%$784.2K$589.8K-$194.4K2026-10-19
Analyst IMS Investment Management Services Ltd.
DECREASED7251,705-980-57%$1.8M$588.0K-$1.2M2026-11-05
jvl associates llc
DECREASED724741-17-2%$789.1K$587.0K-$202.1K2026-10-09
South Shore Capital Advisors
UNCHANGED72272200%$768.9K$585.4K-$183.5K2026-10-20
Meadowbrook Wealth Management, LLC
DECREASED720835-115-14%$827.8K$583.8K-$244.1K2026-10-08
Haven Private, LLC
DECREASED715903-188-21%$961.6K$579.7K-$381.9K2026-10-27
Galvin, Gaustad & Stein, LLC
INCREASED715659+56+9%$701.5K$580.3K-$121.2K2026-10-08
Drum Hill Capital, LLC
DECREASED715755-40-5%$804.0K$579.7K-$224.3K2026-10-20
Mcdonald Partners LLC
INCREASED714675+39+6%$718.8K$578.9K-$139.9K2026-11-03
Valtinson Bruner Financial Planning LLC
INCREASED706666+40+6%$709.5K$572.8K-$136.8K2026-11-02
Gemmer Asset Management LLC
UNCHANGED70670600%$751.8K$572.4K-$179.4K2026-10-16
Schaper Benz & Wise Investment Counsel Inc
INCREASED705703+2+0%$748.9K$571.8K-$177.1K2026-10-09
Wealth Intelligence, LLC
DECREASED704726-22-3%$773.1K$570.8K-$202.3K2026-10-16
Seamount Financial Group Inc
UNCHANGED70370300%$748.9K$570.4K-$178.5K2026-10-21
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW700—+700——$567.6K—2026-11-04
Eagle Capital Management, LLC
DECREASED700730-30-4%$777.0K$568.0K-$209.0K2026-10-19
TSA Wealth Managment LLC
INCREASED697661+36+5%$703.9K$565.1K-$138.8K2026-10-22
SilverOak Wealth Management LLC
DECREASED696704-8-1%$749.7K$564.3K-$185.4K2026-10-29
Sterling Investment Counsel, LLC
DECREASED696701-5-1%$746.9K$564.0K-$182.9K2026-10-19
Master's Wealth Management Inc.
DECREASED695922-227-25%$981.5K$563.6K-$417.8K2026-10-22
Ables, Iannone, Moore & Associates, Inc.
INCREASED694692+2+0%$737.9K$562.7K-$175.1K2026-10-06
Aletheian Wealth Advisors LLC
INCREASED692678+14+2%$722.0K$561.1K-$160.9K2026-10-08
Generali Investments, Management Co LLC
DECREASED6912,814-2,123-75%$3.0M$560.3K-$2.4M2026-10-19
IPG Investment Advisors LLC
INCREASED689556+133+24%$592.1K$558.6K-$33.5K2026-10-30
Unique Wealth, LLC
INCREASED689683+6+1%$727.3K$558.6K-$168.7K2026-10-16
Global X Japan Co., Ltd.
DECREASED688737-49-7%$784.8K$557.8K-$227.0K2026-10-21
Granite FO LLC
UNCHANGED68568500%$729.5K$555.4K-$174.1K2026-10-14
Arlington Trust Co LLC
INCREASED684552+132+24%$587.8K$554.6K-$33.2K2026-10-20
MBA Advisors LLC
DECREASED683686-30%$730.3K$553.6K-$176.7K2026-10-29
Clay Northam Wealth Management, LLC
UNCHANGED68168100%$725.2K$552.1K-$173.0K2026-10-13
Cyr Financial Inc.
INCREASED677663+14+2%$706.3K$548.9K-$157.5K2026-10-16
Manske Wealth Management
DECREASED675719-44-6%$765.7K$547.3K-$218.4K2026-10-26
Penobscot Wealth Management
DECREASED675681-6-1%$724.7K$547.6K-$177.1K2026-10-21
Warren Street Wealth Advisors, LLC
INCREASED674553+121+22%$589.4K$546.1K-$43.3K2026-11-04
GEM Asset Management, LLC
INCREASED674649+25+4%$691.4K$546.7K-$144.6K2026-10-13
Quantum Financial Partners LLC
INCREASED673569+104+18%$606.3K$545.7K-$60.6K2026-10-19
Virtue Capital Management, LLC
INCREASED672638+34+5%$679.4K$544.9K-$134.5K2026-10-29
Altfest L J & Co Inc
UNCHANGED67167100%$714.7K$544.2K-$170.6K2026-10-27
Leverty Financial Group, LLC
UNCHANGED67067000%$713.0K$542.9K-$170.1K2026-10-08
Paragon Private Wealth Management, LLC
DECREASED6681,163-495-43%$1.2M$541.9K-$697.6K2026-10-20
Verus Financial Partners, Inc.
INCREASED666656+10+2%$699.1K$540.4K-$158.7K2026-10-29
Dakota Community Bank & Trust NA
INCREASED664557+107+19%$593.1K$538.4K-$54.8K2026-10-09
RFG Holdings, Inc.
DECREASED664665-10%$708.2K$538.4K-$169.8K2026-10-30
Freedom Financial Partners LLC
UNCHANGED66466400%$707.3K$538.7K-$168.6K2026-10-19
Orgel Wealth Management, LLC
UNCHANGED66366300%$706.0K$537.6K-$168.5K2026-10-14
Centerpoint Advisors, LLC
INCREASED661215+446+207%$229.0K$536.0K+$307.0K2026-11-05
Farmers & Merchants Trust Co of Long Beach
INCREASED661615+46+7%$654.9K$535.9K-$119.0K2026-10-22
Capital City Trust Co
INCREASED660609+51+8%$648.5K$535.1K-$113.4K2026-10-22
Adkins Seale Capital Management LLC
UNCHANGED66066000%$702.8K$535.1K-$167.7K2026-10-27
Jessup Wealth Management, Inc
DECREASED659682-23-3%$726.1K$534.4K-$191.8K2026-10-20
Colorado Capital Management, Inc.
INCREASED656587+69+12%$625.0K$532.0K-$93.0K2026-10-15
Integrity Advisory Solutions, LLC
INCREASED654580+74+13%$617.9K$531.0K-$86.9K2026-10-29
Joseph P. Lucia & Associates, LLC
INCREASED654599+55+9%$637.4K$530.0K-$107.4K2026-10-30
Cap Partners, LLC
INCREASED654617+37+6%$656.9K$529.9K-$127.0K2026-10-19
Financial Perspectives, Inc
UNCHANGED64864800%$690.1K$525.4K-$164.7K2026-11-03
Griffith & Werner, Inc.
DECREASED647747-100-13%$796.0K$524.2K-$271.8K2026-11-04
Wealthcare Capital Partners, LLC
INCREASED647646+1+0%$688.2K$524.7K-$163.5K2026-10-21
Cannon Financial Strategists, Inc.
UNCHANGED64564500%$686.9K$523.0K-$163.9K2026-10-19
Morton Capital Management LLC
DECREASED644646-20%$687.4K$521.8K-$165.6K2026-10-23
Prentice Wealth Management LLC
INCREASED643542+101+19%$577.2K$521.3K-$55.8K2026-10-20
Key FInancial Inc
DECREASED643688-45-7%$732.7K$521.3K-$211.3K2026-11-02
MKT Advisors LLC
DECREASED641678-37-5%$637.1K$510.4K-$126.7K2026-10-20
Uhlmann Price Securities, LLC
INCREASED640629+11+2%$669.8K$518.9K-$150.9K2026-11-03
N10 Wealth, LLC
INCREASED638350+288+82%$372.7K$517.3K+$144.6K2026-10-14
KPP Advisory Services LLC
DECREASED6362,234-1,598-72%$2.4M$515.7K-$1.9M2026-10-26
Oath Planning, LLC
INCREASED636287+349+122%$305.6K$515.7K+$210.0K2026-10-20
Optima Capital LLC
DECREASED636643-7-1%$684.7K$515.7K-$169.1K2026-10-29
Mann Financial Group, Inc.
NEW633—+633——$513.2K—2026-10-15
Landmark Wealth Management, Inc.
UNCHANGED63363300%$674.1K$513.2K-$160.9K2026-11-04
Meritas Wealth Management, LLC
UNCHANGED63263200%$673.0K$512.4K-$160.6K2026-10-14
J.Safra Asset Management Corp
DECREASED6311,848-1,217-66%$2.0M$511.6K-$1.5M2026-11-03
Abound Wealth Management
INCREASED630400+230+58%$426.2K$511.0K+$84.8K2026-10-26
Dorval Corp
UNCHANGED63063000%$670.9K$510.8K-$160.1K2026-10-29
Next Level Wealth Planning, LLC
UNCHANGED63063000%$670.9K$510.8K-$160.1K2026-10-29
Fermata Advisors, LLC
INCREASED629534+95+18%$568.9K$510.2K-$58.7K2026-10-13
Centerpoint Advisory Group
DECREASED629670-41-6%$713.5K$510.0K-$203.5K2026-10-23
Solidarity Wealth, LLC
DECREASED629666-37-6%$709.2K$510.0K-$199.2K2026-10-15
Intesa Sanpaolo Wealth Management
DECREASED6271,008-381-38%$1.1M$508.4K-$565.1K2026-10-28
Clarity Wealth Advisors, LLC
DECREASED627728-101-14%$775.3K$508.5K-$266.8K2026-10-21
Private Wealth Management Group, LLC
INCREASED624448+176+39%$477.1K$505.8K+$28.7K2026-10-19
Jmac Enterprises LLC
UNCHANGED62462400%$664.5K$505.9K-$158.6K2026-10-30
Navigate Wealth Management, LLC
DECREASED6231,266-643-51%$1.1M$498.7K-$615.7K2026-10-14
Rede Wealth, LLC
UNCHANGED62262200%$661.9K$504.1K-$157.8K2026-10-22
Invested Advisors
UNCHANGED62262200%$662.4K$504.3K-$158.1K2026-10-23
S.E.E.D. Planning Group LLC
NEW620—+620——$502.7K—2026-10-07
Sageworth Trust Co
DECREASED619810-191-24%$862.6K$501.9K-$360.7K2026-10-30
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED61961900%$659.0K$502.0K-$157.0K2026-10-26
Amplius Wealth Advisors, LLC
INCREASED616492+124+25%$523.9K$499.4K-$24.5K2026-10-20
Clarus Group, Inc.
INCREASED615614+1+0%$654.0K$498.7K-$155.3K2026-10-21
Mainsail Asset Management, LLC
DECREASED6141,090-476-44%$959.1K$530.2K-$429.0K2026-10-14
Private Client Services, LLC
DECREASED613665-52-8%$707.9K$497.0K-$210.9K2026-10-02
Maia Wealth LLC
INCREASED613579+34+6%$616.3K$497.1K-$119.2K2026-10-19
Decision Investments, Inc
INCREASED612519+93+18%$552.7K$496.2K-$56.5K2026-10-07
AIA Group Ltd
DECREASED6111,028-417-41%$1.1M$495.4K-$599.3K2026-10-30
KOM Wealth Management Group, LLC
INCREASED610608+2+0%$647.2K$494.5K-$152.7K2026-10-15
Affiance Financial, LLC
INCREASED609578+31+5%$616.5K$493.8K-$122.7K2026-10-15
Nearside Advisors, LLC
NEW608—+608——$493.0K—2026-10-20
TigerOak Management, L.L.C.
INCREASED604564+40+7%$600.6K$489.7K-$110.9K2026-10-23
Client 1ST Advisory Group, LLC
DECREASED603750-147-20%$798.7K$488.9K-$309.8K2026-10-19
Private Management Group Inc
DECREASED603625-22-4%$665.7K$489.0K-$176.7K2026-11-04
First Business Financial Services, Inc.
UNCHANGED60160100%$640.0K$487.3K-$152.7K2026-10-29
Correct Capital Wealth Management
UNCHANGED60160100%$640.0K$487.3K-$152.7K2026-11-02
Tanager Wealth Management LLP
INCREASED600553+47+9%$588.9K$486.5K-$102.4K2026-10-19
Foundry Financial LLC
INCREASED596422+174+41%$449.5K$482.9K+$33.4K2026-10-16
Arista Wealth Management, LLC
INCREASED596575+21+4%$612.3K$483.2K-$129.1K2026-10-29
Regents Gate Capital LLP
INCREASED59515+580+3867%$16.0K$482.4K+$466.4K2026-11-03
Integral Investment Advisors, Inc.
UNCHANGED59559500%$633.7K$482.5K-$151.2K2026-11-03
TrustWell Financial Advisors, LLC
UNCHANGED59359300%$631.5K$480.8K-$150.7K2026-10-15
Reyes Financial Architecture, Inc.
DECREASED592791-199-25%$842.3K$480.0K-$362.3K2026-10-22
Colonial River Investments, LLC
INCREASED591535+56+10%$570.2K$478.8K-$91.4K2026-10-19
Value Investment Professionals, LLC
INCREASED591590+1+0%$628.4K$479.2K-$149.2K2026-10-13
Cypress Point Wealth Management, LLC
INCREASED590522+68+13%$555.9K$478.4K-$77.5K2026-11-03
Wiregrass Investment Management LLC
DECREASED590615-25-4%$655.2K$478.6K-$176.6K2026-11-05
Krane Financial Solutions LLC
INCREASED589588+1+0%$626.5K$477.9K-$148.6K2026-10-30
Miller Financial Services LLC
INCREASED588569+19+3%$605.9K$476.8K-$129.1K2026-10-20
Alternative Investment Advisors, Llc.
DECREASED587606-19-3%$645.6K$477.6K-$167.9K2026-11-03
Nova R Wealth, Inc.
INCREASED587583+4+1%$621.1K$476.3K-$144.9K2026-10-26
Cascade Investment Group, Inc.
UNCHANGED58258200%$619.8K$471.9K-$147.9K2026-10-13
HighRoad Wealth Advisors, LLC
DECREASED580935-355-38%$995.7K$470.3K-$525.4K2026-10-14
Bedminster, LLC
UNCHANGED58058000%$617.6K$470.3K-$147.4K2026-11-04
Lifelong Wealth Advisors, Inc.
UNCHANGED57957900%$617.0K$469.8K-$147.2K2026-10-19
Motive Wealth Advisors
INCREASED576558+18+3%$594.2K$467.0K-$127.2K2026-10-26
Baxter Bros Inc
DECREASED575625-50-8%$665.6K$466.2K-$199.4K2026-11-04
AWM Capital, LLC
INCREASED574492+82+17%$524.1K$466.2K-$58.0K2026-10-16
Main Street Group, LTD
DECREASED573579-6-1%$616.7K$464.5K-$152.2K2026-10-28
Cerro Pacific Wealth Advisors LLC
DECREASED572574-20%$611.1K$463.7K-$147.4K2026-10-22
One Day In July LLC
UNCHANGED57257200%$609.1K$463.8K-$145.4K2026-10-30
Madson Wealth Advisors Inc
UNCHANGED57057000%$607.0K$462.2K-$144.8K2026-10-13
Intelligence Driven Advisers, LLC
INCREASED568540+28+5%$574.8K$460.6K-$114.2K2026-10-09
Blackston Financial Advisory Group, LLC
INCREASED567553+14+3%$589.0K$459.7K-$129.3K2026-11-04
Henderson Brothers Financial Partners, LLC
DECREASED567570-3-1%$607.1K$459.8K-$147.3K2026-11-03
Greatmark Investment Partners, Inc.
DECREASED565583-18-3%$620.8K$458.1K-$162.7K2026-10-28
Wakefield Asset Management Lllp
INCREASED565550+15+3%$585.7K$458.1K-$127.6K2026-11-05
Greg Jennings, LLC
NEW560—+560——$454.0K—2026-10-19
Able Financial Group, LLC
INCREASED560266+294+111%$283.1K$453.9K+$170.8K2026-10-14
Foster Victor Wealth Advisors, LLC
DECREASED559986-427-43%$920.3K$405.8K-$514.5K2026-10-21
D.B. Root & Company, LLC
DECREASED559798-239-30%$849.8K$453.4K-$396.4K2026-11-04
GLR Partners, LLC
DECREASED558642-84-13%$683.7K$452.4K-$231.2K2026-11-04
Lynch & Associates
UNCHANGED55855800%$594.2K$452.4K-$141.8K2026-10-13
Mission Financial Group, LLC
INCREASED556515+41+8%$548.9K$450.7K-$98.2K2026-10-21
KWB Wealth
DECREASED555570-15-3%$606.6K$449.8K-$156.8K2026-10-16
JLB & Associates Inc
UNCHANGED55555500%$591.0K$591.0K$02026-10-27
Key Capital Management, Inc
INCREASED55462+492+794%$66.0K$403.0K+$337.0K2026-11-03
Bell Investment Advisors, Inc
INCREASED553415+138+33%$441.9K$448.4K+$6.4K2026-10-29
Rhodes Investment Advisors Inc
DECREASED551556-5-1%$592.1K$446.7K-$145.3K2026-10-07
Capstone Wealth Management, LLC
INCREASED550249+301+121%$265.2K$445.9K+$180.8K2026-11-02
Scott & Selber, Inc.
UNCHANGED55055000%$585.7K$445.9K-$139.8K2026-10-21
Summit Financial Wealth Advisors, LLC
INCREASED549536+13+2%$570.6K$445.0K-$125.6K2026-10-15
Stone Wealth Partners
INCREASED548290+258+89%$308.8K$448.7K+$139.8K2026-11-05
Beacon Capital Management, LLC
DECREASED547631-84-13%$672.4K$443.8K-$228.6K2026-10-23
Hoxton Planning & Management, LLC
INCREASED547500+47+9%$532.0K$443.4K-$88.7K2026-10-15
Capitol Family Office, Inc.
DECREASED546819-273-33%$872.2K$443.0K-$429.2K2026-10-13
Ipsen Advisor Group LLC
INCREASED546545+1+0%$580.0K$442.4K-$137.5K2026-10-29
Carbahal Olsen Financial Services Group, LLC
UNCHANGED54654600%$581.8K$442.9K-$138.8K2026-11-05
Grandfield & Dodd, LLC
DECREASED545745-200-27%$793.4K$441.9K-$351.5K2026-10-29
Acorn Creek Capital LLC
INCREASED544541+3+1%$576.3K$441.2K-$135.1K2026-11-05
Riverbend Wealth Management, LLC
DECREASED542576-34-6%$613.2K$439.7K-$173.6K2026-10-15
Phillips Financial Management, LLC
DECREASED542549-7-1%$584.6K$439.4K-$145.2K2026-10-19
Kwmg, LLC
INCREASED541521+20+4%$554.8K$438.6K-$116.2K2026-10-07
Princeton Global Asset Management LLC
UNCHANGED54154100%$576.4K$438.9K-$137.4K2026-10-21
Objective Capital Management, LLC
UNCHANGED54054000%$575.0K$437.8K-$137.2K2026-10-13
IMG Wealth Management, Inc.
INCREASED537530+7+1%$564.4K$435.4K-$129.0K2026-10-27
Innova Wealth Partners
DECREASED536538-20%$572.9K$434.6K-$138.3K2026-10-21
Spectrum Planning & Advisory Services Inc.
INCREASED535338+197+58%$359.7K$434.0K+$74.3K2026-11-05
Carter Financial Group, Inc.
INCREASED534480+54+11%$511.1K$432.9K-$78.2K2026-10-21
Arvest Investments, Inc.
INCREASED533530+3+1%$564.4K$432.2K-$132.2K2026-10-21
Retireful, LLC
DECREASED5322,196-1,664-76%$2.3M$431.3K-$1.9M2026-10-09
Alpha Omega Wealth Management LLC
DECREASED532540-8-1%$575.0K$431.3K-$143.7K2026-10-23
Onyx Bridge Wealth Group LLC
DECREASED532535-3-1%$570.0K$431.6K-$138.4K2026-10-16
Ejmk Ventures LLC
INCREASED531502+29+6%$534.7K$430.6K-$104.0K2026-10-21
Miller Global Investments, LLC
UNCHANGED53153100%$565.5K$430.5K-$134.9K2026-10-02
Halter Ferguson Financial Inc.
DECREASED530542-12-2%$577.2K$429.7K-$147.5K2026-10-21
Pinnacle Bancorp, Inc.
DECREASED529579-50-9%$616.6K$428.9K-$187.7K2026-10-21
BridgePort Financial Solutions, LLC
INCREASED529527+2+0%$561.4K$429.1K-$132.3K2026-11-02
Piedmont Capital Management, LLC
DECREASED528608-80-13%$647.5K$428.1K-$219.4K2026-10-21
Tradewinds Capital Management, LLC
DECREASED528559-31-6%$595.8K$428.5K-$167.3K2026-10-23
ETF Store, Inc.
INCREASED527495+32+6%$526.8K$427.2K-$99.7K2026-10-19
Investment Planning Advisors, Inc.
INCREASED526428+98+23%$455.4K$426.8K-$28.5K2026-10-14
Nixon Peabody Trust Co
INCREASED525248+277+112%$264.1K$425.7K+$161.6K2026-10-23
North Forty Two & Co.
DECREASED525550-25-5%$585.7K$425.7K-$160.0K2026-10-19
WealthPoint Financial, LLC
INCREASED524520+4+1%$554.1K$425.2K-$129.0K2026-11-03
Entrust Financial LLC
DECREASED521523-20%$556.9K$422.4K-$134.5K2026-11-04
Shakespeare Wealth Management, LLC
UNCHANGED52152100%$554.6K$422.6K-$132.0K2026-10-28
Floyd Financial Group LLC
UNCHANGED52052000%$484.9K$401.5K-$83.4K2026-10-28
DDD Partners, LLC
NEW518—+518——$420.3K—2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
DECREASED5181,215-697-57%$1.3M$420.0K-$873.9K2026-10-21
ACT Advisors, Llc.
INCREASED518440+78+18%$469.0K$420.3K-$48.6K2026-10-15
Advantage Trust Co
UNCHANGED51851800%$551.6K$420.0K-$131.6K2026-10-19
Cambridge Financial Group, LLC
UNCHANGED51751700%$551.0K$551.0K$02026-10-06
Global Wealth Strategies & Associates
INCREASED516374+142+38%$398.5K$418.7K+$20.3K2026-10-02
Bank of New Hampshire
DECREASED515623-108-17%$663.4K$417.6K-$245.9K2026-10-06
LCM Capital Management Inc
INCREASED512465+47+10%$495.2K$415.1K-$80.1K2026-10-20
Great Waters Wealth Management
DECREASED511513-20%$546.4K$414.4K-$132.0K2026-10-07
Cherry Tree Wealth Management, LLC
UNCHANGED51151100%$544.2K$414.3K-$129.9K2026-10-15
HF Advisory Group, LLC
INCREASED510503+7+1%$536.0K$413.8K-$122.3K2026-10-09
Sage Rhino Capital LLC
DECREASED509518-9-2%$551.7K$413.0K-$138.6K2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED508486+22+5%$517.1K$412.2K-$104.8K2026-10-20
Financial Insights, Inc.
DECREASED507537-30-6%$571.3K$411.1K-$160.2K2026-10-27
Weaver Consulting Group
INCREASED507480+27+6%$511.2K$411.1K-$100.1K2026-10-07
SC&H Financial Advisors, Inc.
UNCHANGED50750700%$540.3K$411.4K-$128.8K2026-10-14
Grey Fox Wealth Advisors, LLC
INCREASED506333+173+52%$354.6K$410.3K+$55.6K2026-11-03
Austin Asset Management Co Inc
INCREASED506387+119+31%$412.0K$410.3K-$1.7K2026-10-29
Foronjy Financial LLC
INCREASED506440+66+15%$468.5K$410.6K-$57.9K2026-10-14
Veery Capital, LLC
UNCHANGED50550500%$537.8K$409.4K-$128.3K2026-10-07
Owl Creek Wealth Partners LLC
INCREASED504441+63+14%$469.6K$408.6K-$61.0K2026-10-20
Sather Financial Group Inc
DECREASED503633-130-21%$674.1K$407.8K-$266.3K2026-10-30
Alliance Wealth Advisors, LLC
UNCHANGED50250200%$534.4K$406.8K-$127.5K2026-10-14
Cherrydale Wealth Management, LLC
INCREASED501493+8+2%$524.5K$405.8K-$118.7K2026-10-20
Fonville Wealth Management LLC
DECREASED501504-3-1%$536.7K$406.2K-$130.5K2026-10-28
Bourne Lent Asset Management Inc
UNCHANGED50050000%$532.5K$405.4K-$127.1K2026-11-05
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED50050000%$532.5K$405.4K-$127.1K2026-10-30
Baugh & Associates, LLC
UNCHANGED50050000%$532.5K$405.4K-$127.1K2026-10-16
Adirondack Capital Advisors, LLC
UNCHANGED50050000%$532.5K$405.4K-$127.1K2026-10-09
Orin Green Financial, LLC
UNCHANGED49949900%$531.4K$404.6K-$126.8K2026-10-19
One Advisory Partners, LLC
UNCHANGED49849800%$530.2K$403.7K-$126.5K2026-10-22
Eddie Patel Inc
INCREASED496495+1+0%$527.2K$402.2K-$125.1K2026-11-02
Sutton Place Investors LLC
INCREASED496495+1+0%$527.1K$402.2K-$125.0K2026-10-20
Tactive Advisors, LLC
DECREASED494885-391-44%$942.6K$400.8K-$541.8K2026-10-08
Successful Portfolios LLC
INCREASED492488+4+1%$460.8K$417.6K-$43.2K2026-10-09
Johnson Bixby & Associates, LLC
UNCHANGED49249200%$523.9K$398.9K-$125.0K2026-10-14
Willow Creek Wealth Management Inc.
UNCHANGED49149100%$523.6K$398.6K-$124.9K2026-10-26
Marotta Asset Management
UNCHANGED49149100%$486.8K$398.1K-$88.7K2026-10-02
ZWJ Investment Counsel Inc
DECREASED4881,388-900-65%$1.5M$395.3K-$1.1M2026-10-15
Gallacher Capital Management LLC
INCREASED488403+85+21%$429.0K$395.6K-$33.4K2026-10-30
Clear Wave Wealth Management LLC
INCREASED487386+101+26%$411.1K$394.9K-$16.2K2026-11-04
Optivise Advisory Services LLC
DECREASED487549-62-11%$584.9K$394.7K-$190.3K2026-10-19
CLG LLC
INCREASED486343+143+42%$365.2K$394.2K+$29.0K2026-10-13
Signature Equity Partners, LLC
DECREASED485775-290-37%$825.1K$393.6K-$431.5K2026-10-29
Cushing Capital Partners, LLC
INCREASED485449+36+8%$478.0K$393.6K-$84.4K2026-10-20
365 WMG Private Fund I: Primus Fund LLC
NEW484—+484——$392.4K—2026-10-20
Shayne & Jacobs, LLC
INCREASED484483+1+0%$514.6K$392.6K-$122.1K2026-10-21
Wrenne Financial Planning LLC
DECREASED484485-10%$516.2K$393.0K-$123.2K2026-10-30
Axecap Investments, LLC
UNCHANGED48448400%$515.4K$392.4K-$123.0K2026-10-20
Seneca Financial Advisors LLC
INCREASED482481+1+0%$512.7K$390.8K-$122.0K2026-10-28
GSG Advisors LLC
INCREASED479467+12+3%$497.3K$388.4K-$108.9K2026-11-03
Encompass More Asset Management
DECREASED475734-259-35%$781.9K$385.0K-$396.8K2026-10-16
Financial Planning Hawaii, Inc.
DECREASED475646-171-26%$687.9K$385.1K-$302.8K2026-10-13
Tranquility Partners, LLC
INCREASED475474+1+0%$505.2K$384.8K-$120.4K2026-10-20
Sachem Hill LLC
UNCHANGED47347300%$503.7K$383.5K-$120.2K2026-10-14
TradeWell Securities, Llc.
INCREASED472471+1+0%$502.0K$382.9K-$119.0K2026-10-21
Junk Investment Group, LLC
UNCHANGED47247200%$502.3K$382.7K-$119.5K2026-10-19
BancFirst Trust & Investment Management
DECREASED471733-262-36%$757.3K$389.3K-$368.0K2026-10-30
Argonautica Private Wealth Management, Inc
UNCHANGED47147100%$501.6K$381.9K-$119.7K2026-11-02
North Capital, Inc.
DECREASED470490-20-4%$521.8K$363.2K-$158.6K2026-10-16
RAM Investment Partners, LLC
INCREASED469241+228+95%$256.6K$380.3K+$123.6K2026-10-21
LongView Wealth Management
UNCHANGED46946900%$499.4K$380.3K-$119.1K2026-10-19
MinichMacGregor Wealth Management, LLC
DECREASED468750-282-38%$798.7K$379.6K-$419.1K2026-10-14
Walker Asset Management, LLC
UNCHANGED46646600%$496.2K$378.1K-$118.1K2026-10-13
Ulland Investment Advisors, LLC
UNCHANGED46546500%$495.0K$377.0K-$118.0K2026-10-13
DeLarme Wealth Management, Inc.
NEW463—+463——$375.4K—2026-10-30
Idaho Trust Co
DECREASED463467-4-1%$497.3K$375.4K-$121.9K2026-11-04
Financial Solutions Advisory Group, Inc.
DECREASED462500-38-8%$469.2K$337.6K-$131.6K2026-10-28
Heritage Wealth Management, Inc.
INCREASED462455+7+2%$484.5K$374.6K-$109.9K2026-10-27
Marietta Wealth Management, LLC
INCREASED461371+90+24%$395.1K$345.3K-$49.8K2026-10-22
Turning Point Benefit Group, Inc.
INCREASED461415+46+11%$440.5K$380.9K-$59.5K2026-10-28
Blue Sky Capital Consultants Group, Inc.
INCREASED459444+15+3%$472.8K$372.2K-$100.7K2026-10-13
Semus Wealth Partners LLC
INCREASED458457+1+0%$487.0K$371.3K-$115.7K2026-10-22
Schaeffer Financial LLC
UNCHANGED45845800%$487.6K$371.7K-$115.9K2026-10-23
Omnitrust Wealth Management, Inc
NEW456—+456——$369.7K—2026-11-02
Brown Wealth Management, LLC
INCREASED455454+1+0%$483.5K$368.9K-$114.6K2026-10-20
Kroeger Financial Partners
UNCHANGED45445400%$483.5K$368.1K-$115.4K2026-10-19
Tannin Capital LLC
DECREASED451472-21-4%$502.6K$365.7K-$137.0K2026-11-05
Connecticut Capital Management Group, LLC
INCREASED451443+8+2%$471.8K$365.7K-$106.1K2026-10-29
Boyd Wealth Management, LLC
NEW450—+450——$364.9K—2026-10-20
LightSquare Wealth Management, LLC
INCREASED450415+35+8%$441.6K$364.6K-$77.0K2026-11-03
Schwallier Wealth Management LLC
UNCHANGED45045000%$479.1K$364.6K-$114.5K2026-11-05
Rayburn West Financial Services LLC
UNCHANGED45045000%$479.2K$364.9K-$114.3K2026-11-03
Discipline Wealth Solutions, LLC
UNCHANGED44944900%$477.8K$364.2K-$113.7K2026-10-14
Gordian Advisors LLC
INCREASED447421+26+6%$448.1K$362.1K-$86.0K2026-10-30
Woodward Financial Advisors, Inc.
INCREASED447444+3+1%$472.8K$362.4K-$110.4K2026-10-19
Edgemoor Investment Advisors, Inc.
DECREASED446493-47-10%$525.0K$361.6K-$163.4K2026-11-03
Rare Wolf Capital LLC
DECREASED446470-24-5%$500.5K$361.6K-$138.9K2026-10-20
Northwest Wealth Management, LLC
INCREASED446425+21+5%$452.4K$361.7K-$90.7K2026-10-30
Wagner Wealth Management, Corp
DECREASED445909-464-51%$968.0K$360.8K-$607.2K2026-10-20
Richard P Slaughter Associates Inc
INCREASED445441+4+1%$469.6K$360.9K-$108.7K2026-10-13
Nicholas Wealth, Llc.
INCREASED444326+118+36%$346.7K$360.0K+$13.3K2026-10-26
TSG Advice Partners, LLC
NEW443—+443——$471.2K—2026-10-29
MN Wealth Advisors, LLC
DECREASED443540-97-18%$575.2K$359.8K-$215.4K2026-10-23
Plan A Wealth LLC
DECREASED442495-53-11%$527.2K$358.4K-$168.8K2026-10-08
Tenzing Financial LLC
DECREASED441445-4-1%$431.6K$320.1K-$111.5K2026-11-03
Kirr Marbach & Co LLC
UNCHANGED44044000%$468.6K$356.7K-$111.8K2026-10-20
Nova Financial LLC
NEW439—+439——$355.9K—2026-11-04
Hobart Private Capital, LLC
DECREASED437448-11-2%$477.1K$354.3K-$122.8K2026-10-19
First Premier Bank
INCREASED436406+30+7%$432.0K$313.0K-$119.0K2026-10-13
Cape Investment Advisory, Inc.
INCREASED436414+22+5%$440.9K$353.5K-$87.3K2026-10-13
Strata Wealth Advisors, LLC
INCREASED436415+21+5%$441.9K$353.5K-$88.4K2026-10-16
Wisconsin Wealth Advisors, LLC
UNCHANGED43643600%$464.3K$353.5K-$110.8K2026-10-08
Lexington Hill Partners, LLC
DECREASED435450-15-3%$479.5K$352.6K-$126.9K2026-10-13
Vilga Financial Planning LLC
INCREASED433392+41+10%$417.4K$351.1K-$66.4K2026-10-09
Peck Wealth Management, LLC
DECREASED432437-5-1%$465.4K$350.3K-$115.1K2026-10-29
Hourglass Capital, LLC
DECREASED432437-5-1%$465.4K$350.3K-$115.1K2026-10-26
Berkshire Money Management, Inc.
NEW430—+430——$348.9K—2026-10-21
Blodgett Wealth Advisors, LLC
INCREASED430415+15+4%$442.4K$349.0K-$93.4K2026-10-23
Renasant Bank
INCREASED429417+12+3%$444.1K$347.8K-$96.2K2026-11-05
Autumn Glory Partners, LLC
INCREASED429427+2+0%$454.7K$347.8K-$106.9K2026-10-26
My Personal CFO, LLC
INCREASED428402+26+6%$428.1K$347.0K-$81.1K2026-10-14
Pinion Investment Advisors, LLC
DECREASED427507-80-16%$539.9K$346.2K-$193.7K2026-11-04
Emerald Advisors, LLC
DECREASED426427-10%$454.8K$345.5K-$109.3K2026-10-13
Jm2 Capital Inc.
INCREASED423387+36+9%$412.3K$343.1K-$69.2K2026-10-14
AGH Wealth Advisors, LLC
DECREASED423432-9-2%$460.0K$343.0K-$117.1K2026-10-26
Tucker Asset Management LLC
INCREASED423416+7+2%$443.0K$343.0K-$100.0K2026-10-29
BFI Infinity Ltd.
NEW422—+422——$342.2K—2026-10-16
Holcombe Financial, Inc.
UNCHANGED42242200%$449.4K$342.2K-$107.2K2026-10-16
Reston Wealth Management LLC
UNCHANGED42142100%$448.0K$341.0K-$107.1K2026-10-29
Brandywine OAK Private Wealth LLC
DECREASED420496-76-15%$528.2K$340.5K-$187.7K2026-10-23
Invenio Wealth Partners LLC
INCREASED420416+4+1%$443.0K$340.5K-$102.5K2026-10-20
Echo45 Advisors LLC
INCREASED418409+9+2%$435.6K$339.1K-$96.5K2026-10-07
Verity & Verity, LLC
DECREASED416448-32-7%$477.1K$337.3K-$139.8K2026-10-23
Tilia Fiduciary Partners, Inc.
DECREASED416440-24-5%$469.0K$337.6K-$131.4K2026-10-09
Kendall Capital Management
DECREASED415515-100-19%$548.4K$336.5K-$211.9K2026-10-23
Brown Financial Advisory
INCREASED415410+5+1%$436.7K$336.5K-$100.1K2026-11-05
Spartan Planning & Wealth Management
DECREASED4131,119-706-63%$1.2M$334.7K-$857.4K2026-10-13
Tctc Holdings, LLC
INCREASED413313+100+32%$333.3K$334.9K+$1.5K2026-11-02
Spectrum Asset Management, Inc. (NB )
INCREASED413412+1+0%$438.7K$334.7K-$104.0K2026-10-19
Market Street Wealth Management Advisors LLC
INCREASED412341+71+21%$363.4K$334.4K-$29.0K2026-10-09
Hollow Brook Wealth Management LLC
UNCHANGED41241200%$438.7K$334.0K-$104.7K2026-10-29
Innovative Wealth Building LLC
UNCHANGED41241200%$438.7K$334.0K-$104.7K2026-10-14
Archvest Wealth Advisors, Inc.
INCREASED411270+141+52%$287.5K$333.3K+$45.8K2026-10-29
Parthenon LLC
INCREASED411400+11+3%$426.0K$333.2K-$92.7K2026-10-22
Allegiance Financial Group Advisory Services LLC
NEW409—+409——$331.7K—2026-11-02
Barings LLC
INCREASED409274+135+49%$291.8K$331.6K+$39.8K2026-10-22
Pachira Investments Inc.
INCREASED409333+76+23%$355.1K$331.6K-$23.4K2026-10-14
Hidden Cove Wealth Management, LLC
INCREASED407396+11+3%$421.7K$330.0K-$91.7K2026-10-19
Gaddis Premier Wealth Advisors LLC
INCREASED406255+151+59%$271.6K$329.2K+$57.6K2026-10-29
Alliance Wealth Advisors, LLC
INCREASED406296+110+37%$315.2K$329.2K+$14.0K2026-10-28
Park Capital Management, LLC / WI
INCREASED406344+62+18%$366.7K$329.6K-$37.1K2026-10-13
Altiora Financial Group, LLC
UNCHANGED40640600%$432.4K$329.2K-$103.2K2026-11-04
Atticus Wealth Management, LLC
INCREASED405376+29+8%$400.4K$328.5K-$71.9K2026-10-20
Fortress Financial Group, LLC
INCREASED405403+2+1%$428.8K$328.8K-$100.1K2026-10-21
POM Investment Strategies, LLC
UNCHANGED40340300%$429.2K$326.7K-$102.4K2026-10-20
Convergence Investment Partners, LLC
DECREASED402599-197-33%$637.4K$325.6K-$311.8K2026-10-28
Greenup Street Wealth Management LLC
INCREASED402206+196+95%$218.8K$325.6K+$106.8K2026-10-28
Sage Private Wealth Group, LLC
UNCHANGED40240200%$428.1K$325.9K-$102.2K2026-10-21
Scissortail Wealth Management, LLC
INCREASED401304+97+32%$323.7K$325.1K+$1.4K2026-11-03
Duncker Streett & Co Inc
INCREASED401400+1+0%$426.1K$325.0K-$101.1K2026-10-27
Sepio Capital, LP
DECREASED400876-476-54%$933.0K$324.7K-$608.2K2026-10-22
Three Magnolias Financial Advisors, LLC
DECREASED400600-200-33%$638.9K$324.3K-$314.6K2026-10-14
Sage Financial Group Inc
UNCHANGED40040000%$426.0K$324.3K-$101.6K2026-10-27
TL Private Wealth
UNCHANGED40040000%$376.0K$319.7K-$56.3K2026-10-13
AGP Franklin, LLC
UNCHANGED40040000%$426.0K$324.3K-$101.6K2026-11-04
Birchbrook, Inc.
UNCHANGED40040000%$426.0K$324.3K-$101.6K2026-10-14
Rubicon Advisors, GP
DECREASED399416-17-4%$443.0K$323.8K-$119.1K2026-10-23
MontVue Capital Management, Inc.
UNCHANGED39939900%$424.9K$323.5K-$101.4K2026-10-19
William Mack & Associates, Inc.
INCREASED398391+7+2%$416.0K$322.4K-$93.6K2026-10-27
Renaissance Investment Group LLC
DECREASED397414-17-4%$440.9K$321.9K-$119.0K2026-10-28
Arthur M. Cohen & Associates, LLC
UNCHANGED39739700%$422.8K$321.9K-$100.9K2026-10-26
Peoples Bank
DECREASED395450-55-12%$479.2K$320.3K-$158.9K2026-10-26
Intergy Private Wealth, LLC
INCREASED394333+61+18%$354.6K$319.5K-$35.2K2026-10-16
GGM Financial LLC
DECREASED394433-39-9%$461.4K$319.2K-$142.1K2026-11-05
Northern Capital Management, Inc.
DECREASED394406-12-3%$432.7K$319.8K-$112.9K2026-11-05
Great Point Wealth Advisors, LLC
DECREASED394400-6-1%$426.0K$319.8K-$106.2K2026-10-15
Buska Wealth Management, LLC
UNCHANGED39439400%$419.6K$319.7K-$99.9K2026-10-08
Focused Alpha, LLC
DECREASED3931,133-740-65%$1.2M$318.3K-$888.7K2026-10-20
J. L. Bainbridge & Co., Inc.
DECREASED393397-4-1%$423.0K$318.8K-$104.2K2026-10-20
Ndwm LLC
UNCHANGED39239200%$417.4K$317.8K-$99.6K2026-11-05
Saxony Capital Management, LLC
DECREASED390466-76-16%$496.1K$316.2K-$179.9K2026-10-15
Guild Investment Management, Inc.
DECREASED390400-10-2%$426.0K$316.2K-$109.8K2026-11-03
Avail Investment Partners, LLC
INCREASED389207+182+88%$219.9K$315.0K+$95.1K2026-10-16
Entrewealth, LLC
INCREASED388367+21+6%$314.7K$314.9K+$1802026-10-14
Boomfish Wealth Group, LLC
INCREASED387371+16+4%$395.1K$313.8K-$81.3K2026-10-22
Madrid Wealth Management, LLC
NEW386—+386——$313.0K—2026-10-23
Whelan Financial
INCREASED385334+51+15%$355.7K$312.2K-$43.5K2026-10-28
Asset Allocation Strategies LLC
DECREASED385422-37-9%$449.2K$311.9K-$137.3K2026-10-20
Burk Holdings LLC
INCREASED383326+57+17%$347.2K$310.5K-$36.6K2026-11-05
MFG Investments, LLC
NEW380—+380——$307.7K—2026-10-30
Michael Brady & Co., LLC
UNCHANGED38038000%$404.7K$308.1K-$96.6K2026-10-23
Strategic Financial Group, LLC
UNCHANGED38038000%$404.7K$308.1K-$96.6K2026-10-08
Kellett Wealth Advisors, LLC
INCREASED379365+14+4%$388.3K$307.1K-$81.2K2026-10-15
Fidelity D & D Bancorp Inc
UNCHANGED37937900%$403.6K$307.3K-$96.3K2026-11-05
Christensen, King & Associates Investment Services, Inc.
INCREASED378350+28+8%$372.7K$306.5K-$66.2K2026-10-22
Iron Financial LLC
DECREASED378380-2-1%$404.7K$306.5K-$98.2K2026-10-23
Leo Wealth, LLC
NEW377—+377——$306.0K—2026-10-26
Three Seasons Wealth, LLC
DECREASED3771,148-771-67%$1.2M$305.7K-$916.8K2026-11-03
LVZ, Inc.
INCREASED377369+8+2%$393.2K$305.9K-$87.4K2026-10-20
Tortuga Wealth Management, Inc
DECREASED377384-7-2%$408.9K$305.7K-$103.3K2026-10-27
Mosley Wealth Management
INCREASED376320+56+18%$341.3K$276.6K-$64.7K2026-10-16
KRS Capital Management, LLC
UNCHANGED37537500%$399.7K$304.3K-$95.3K2026-10-16
Silver Lake Advisory, LLC
UNCHANGED37437400%$397.9K$303.1K-$94.8K2026-10-22
Harold Davidson & Associates Inc.
UNCHANGED37337300%$397.2K$302.4K-$94.8K2026-10-29
Strid Group, LLC
INCREASED372335+37+11%$356.7K$301.6K-$55.1K2026-10-28
Ifrah Financial Services, Inc.
DECREASED371560-189-34%$596.8K$300.6K-$296.1K2026-10-13
Schmidt P J Investment Management Inc
UNCHANGED37137100%$395.1K$300.8K-$94.3K2026-11-02
Alkeme Wealth, LLC
UNCHANGED37037000%$393.6K$300.2K-$93.5K2026-10-08
BCO Wealth Management LLC
UNCHANGED37037000%$394.0K$300.0K-$94.0K2026-10-14
R2 Capital Strategies, LLC
UNCHANGED37037000%$394.3K$300.3K-$94.1K2026-10-15
Financial Harvest, LLC
DECREASED368372-4-1%$395.9K$298.4K-$97.5K2026-10-15
Wespac Advisors, LLC
UNCHANGED36836800%$391.9K$298.4K-$93.5K2026-10-26
Iams Wealth Management, LLC
NEW367—+367——$297.6K—2026-10-15
Creative Capital Management Investments LLC
DECREASED367414-47-11%$440.9K$297.6K-$143.3K2026-10-28
Putney Financial Group LLC
INCREASED366222+144+65%$236.4K$296.7K+$60.3K2026-10-30
Piscataqua Savings Bank
DECREASED366446-80-18%$474.9K$296.7K-$178.2K2026-10-21
Madden Securities Corp
DECREASED366370-4-1%$394.0K$296.7K-$97.3K2026-10-27
Oxler Private Wealth LLC
UNCHANGED36636600%$389.8K$296.8K-$93.0K2026-10-21
Sierra Ocean, LLC
INCREASED364353+11+3%$375.6K$294.9K-$80.7K2026-11-03
Lake Street Private Wealth, LLC
INCREASED363362+1+0%$386.1K$294.0K-$92.1K2026-10-22
Madrona Financial Services, LLC
DECREASED363364-10%$387.3K$294.2K-$93.2K2026-10-23
Beacon Wealthcare LLC
NEW362—+362——$293.2K—2026-10-02
WestHill Financial Advisors, Inc.
DECREASED362841-479-57%$895.6K$293.5K-$602.1K2026-10-14
University of Texas S AM Investment Management Co
INCREASED362352+10+3%$374.8K$293.5K-$81.3K2026-11-03
Higgins & Schmidt Wealth Strategies LLC
INCREASED362359+3+1%$382.3K$293.5K-$88.8K2026-10-26
Quaker Wealth Management, LLC
UNCHANGED36236200%$385.5K$293.5K-$92.0K2026-10-22
Smith Partners Wealth Management, LLC
INCREASED361258+103+40%$274.7K$292.7K+$18.0K2026-11-05
Heritage Investment Group, Inc.
INCREASED361356+5+1%$379.1K$292.7K-$86.4K2026-11-03
Waystone Advisors LLC
DECREASED359360-10%$383.4K$382.3K-$1.1K2026-10-16
LifeGuide Financial Advisors, LLC
DECREASED358382-24-6%$406.4K$290.3K-$116.1K2026-10-20
Diversified Portfolios, Inc.
UNCHANGED35535500%$378.0K$287.8K-$90.2K2026-11-04
TPG Advisors LLC
UNCHANGED35435400%$377.0K$287.0K-$90.0K2026-10-16
Balentine LLC
DECREASED353582-229-39%$619.8K$286.2K-$333.6K2026-11-03
Rodgers & Associates, LTD
DECREASED353398-45-11%$423.7K$286.4K-$137.3K2026-10-20
Founders Capital Management, LLC
UNCHANGED35235200%$374.8K$285.4K-$89.4K2026-10-23
Inlet Private Wealth, LLC
UNCHANGED35235200%$374.5K$285.1K-$89.4K2026-10-21
Glass Jacobson Investment Advisors llc
UNCHANGED35135100%$373.8K$284.6K-$89.2K2026-10-26
Bull Street Advisors, LLC
UNCHANGED35035000%$373.0K$284.0K-$89.0K2026-10-20
Millennium Capital Advisors, LLC
UNCHANGED35035000%$372.7K$283.8K-$88.9K2026-10-16
N10 Assets, LLC
UNCHANGED35035000%$372.7K$283.8K-$88.9K2026-10-14
Atlatl Advisers LLC
INCREASED349343+6+2%$365.3K$283.0K-$82.3K2026-10-22
Harrell Investment Partners, LLC
DECREASED348373-25-7%$397.3K$282.4K-$115.0K2026-10-15
PFW Advisors LLC
INCREASED348332+16+5%$353.5K$282.2K-$71.4K2026-10-07
Clearwave Capital, LLC
INCREASED348347+1+0%$369.5K$281.8K-$87.7K2026-10-27
Summit Financial Consulting LLC
INCREASED346225+121+54%$239.8K$280.5K+$40.8K2026-10-15
TruNorth Capital Management, LLC
INCREASED345290+55+19%$308.8K$279.7K-$29.1K2026-10-14
Stronghold Wealth Management L.L.C.
INCREASED345334+11+3%$355.7K$279.7K-$76.0K2026-10-16
Sylvest Advisors, LLC
UNCHANGED34434400%$366.2K$278.9K-$87.3K2026-10-26
Private Wealth Group, LLC
INCREASED342291+51+18%$309.9K$277.3K-$32.6K2026-10-19
Seven Mile Advisory
DECREASED342363-21-6%$386.6K$277.3K-$109.3K2026-10-22
Powers Advisory Group, LLC
INCREASED342328+14+4%$349.7K$277.1K-$72.6K2026-10-14
Advisory Advocates, LLC
INCREASED342334+8+2%$355.7K$277.6K-$78.1K2026-11-05
Clark Wealth Partners
INCREASED342334+8+2%$355.2K$277.1K-$78.1K2026-10-19
Meridian Investment Counsel Inc.
UNCHANGED34234200%$364.2K$277.3K-$86.9K2026-10-14
Ameliora Wealth Management Ltd.
UNCHANGED34234200%$364.2K$277.3K-$86.9K2026-10-23
tru Independence LLC
INCREASED340339+1+0%$361.4K$276.0K-$85.4K2026-10-20
Talbot Financial, LLC
DECREASED339459-120-26%$489.1K$275.1K-$213.9K2026-10-19
Friday Financial
INCREASED339303+36+12%$284.9K$280.1K-$4.7K2026-10-09
Elmwood Wealth Management, Inc.
DECREASED339341-2-1%$363.1K$274.9K-$88.3K2026-10-14
Barrett & Company, Inc.
INCREASED338288+50+17%$307.0K$274.2K-$32.7K2026-10-22
Hurley Capital, LLC
UNCHANGED33833800%$360.0K$274.6K-$85.4K2026-11-05
Northbridge Financial Group, LLC
UNCHANGED33733700%$358.9K$291.0K-$67.9K2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED335396-61-15%$421.7K$271.6K-$150.1K2026-11-03
Milestone Asset Management, LLC
DECREASED3325,933-5,601-94%$6.3M$269.4K-$6.0M2026-10-15
Insight Wealth Partners, LLC
DECREASED330403-73-18%$429.2K$267.6K-$161.6K2026-10-26
Arkfeld Wealth Strategies, L.L.C.
DECREASED330354-24-7%$343.7K$268.2K-$75.5K2026-10-19
Argus Investors' Counsel, Inc.
UNCHANGED33033000%$351.4K$267.6K-$83.9K2026-10-09
Granville Capital, Inc.
UNCHANGED33033000%$351.4K$267.6K-$83.9K2026-11-05
Lazard Freres Gestion S.A.S.
UNCHANGED33033000%$351.0K$267.0K-$84.0K2026-11-03
Aspen Wealth Management LLC
UNCHANGED33033000%$351.1K$267.3K-$83.8K2026-10-14
Evansbrook LLC
INCREASED329267+62+23%$284.3K$266.8K-$17.6K2026-10-16
Belleair Asset Management, LLC
INCREASED329328+1+0%$349.3K$266.8K-$82.5K2026-11-03
WT Wealth Management
INCREASED328244+84+34%$259.8K$266.3K+$6.5K2026-10-13
Valley Forge Investment Consultants Inc ADV
INCREASED328303+25+8%$323.0K$265.8K-$57.2K2026-11-03
Kelly Financial Group LLC
UNCHANGED32732700%$348.2K$265.1K-$83.1K2026-10-16
Axiom Investment Management LLC
INCREASED32534+291+856%$36.2K$263.5K+$227.3K2026-11-03
Trust Co of Oklahoma
INCREASED325321+4+1%$341.8K$263.5K-$78.3K2026-10-15
Hoese & Co LLP
UNCHANGED32532500%$346.1K$263.5K-$82.6K2026-10-21
Quantum Private Wealth, LLC
UNCHANGED32532500%$346.1K$263.5K-$82.6K2026-10-20
MBM Wealth Consultants, LLC
DECREASED324350-26-7%$372.7K$262.7K-$110.0K2026-10-20
Bauman Advisory Group, LLC
DECREASED323352-29-8%$375.0K$261.7K-$113.3K2026-10-29
Global Strategic Investment Solutions, LLC
INCREASED323311+12+4%$331.2K$261.9K-$69.3K2026-10-16
Oasis Advisors, LLC
NEW321—+321——$260.6K—2026-10-16
Horizon Financial Services, LLC
DECREASED321786-465-59%$837.0K$260.3K-$576.7K2026-11-04
Stevens Capital Partners
INCREASED321274+47+17%$291.7K$260.3K-$31.4K2026-10-29
Odyssey Capital Advisors, Inc.
DECREASED321336-15-4%$357.4K$260.2K-$97.1K2026-10-26
Richmond Investment Services, LLC
INCREASED321318+3+1%$338.8K$260.4K-$78.4K2026-10-29
Pension & Wealth Management Advisors, Inc.
INCREASED32062+258+416%$66.3K$259.6K+$193.3K2026-10-16
Outlook Wealth Advisors, LLC
DECREASED320342-22-6%$364.2K$259.5K-$104.7K2026-10-28
Thor Investment Management Inc
DECREASED320327-7-2%$348.2K$259.5K-$88.8K2026-10-13
Tuttle Capital Management, LLC
NEW318—+318——$257.8K—2026-10-21
BetterWealth, LLC
UNCHANGED31831800%$338.6K$257.8K-$80.8K2026-10-15
Curran Financial Partners, LLC
DECREASED317323-6-2%$344.4K$256.8K-$87.6K2026-11-04
GR Financial Group, LLC
INCREASED316284+32+11%$303.1K$256.3K-$46.7K2026-10-27
Sterling Manor Financial, LLC
NEW315—+315——$255.1K—2026-10-21
Gibson Capital, LLC
DECREASED3154,117-3,802-92%$4.4M$255.4K-$4.1M2026-10-23
Carmel Capital Partners, LLC
DECREASED315324-9-3%$345.0K$255.4K-$89.6K2026-11-03
Cornerstone Planning Group LLC
INCREASED315311+4+1%$277.0K$251.8K-$25.1K2026-10-16
WealthTrust Asset Management, LLC
INCREASED315314+1+0%$334.8K$255.1K-$79.7K2026-10-22
Hopwood Financial Services, Inc.
UNCHANGED31531500%$335.3K$255.5K-$79.9K2026-10-29
Members Wealth LLC
INCREASED314298+16+5%$317.3K$255.5K-$61.8K2026-10-20
Hoge Financial Services, LLC
INCREASED313301+12+4%$320.5K$254.7K-$65.7K2026-11-05
Flynn Zito Capital Management, LLC
INCREASED313305+8+3%$324.6K$253.7K-$70.9K2026-11-04
Munich Reinsurance Co Stock Corp in Munich
DECREASED31213,039-12,727-98%$13.9M$253.0K-$13.6M2026-10-30
UMB Private Wealth Management, LLC
NEW311—+311——$252.2K—2026-10-19
Aufman Associates Inc
DECREASED310350-40-11%$372.7K$251.3K-$121.4K2026-11-04
BigSur Wealth Management LLC
UNCHANGED31031000%$330.1K$251.3K-$78.8K2026-10-13
Instrumental Wealth, LLC
INCREASED309288+21+7%$307.0K$250.3K-$56.7K2026-10-20
Hill Island Financial LLC
DECREASED308317-9-3%$337.6K$249.7K-$87.9K2026-10-20
Tealwood Asset Management Inc
UNCHANGED30730700%$327.0K$249.0K-$78.0K2026-10-13
Madison Park Capital Advisors, LLC
NEW306—+306——$248.1K—2026-10-28
Jeter Robert S II
NEW305—+305——$235.7K—2026-10-16
Wingate Wealth Advisors, Inc.
INCREASED305300+5+2%$319.5K$247.3K-$72.2K2026-10-26
Matauro, LLC
INCREASED304260+44+17%$276.8K$246.7K-$30.0K2026-11-03
Sun Group Wealth Partners
INCREASED304297+7+2%$316.3K$246.5K-$69.8K2026-10-26
Winthrop Capital Management, LLC
UNCHANGED30430400%$324.0K$246.5K-$77.5K2026-11-05
PW Nova Financial Services LLC
DECREASED303362-59-16%$385.5K$245.7K-$139.8K2026-10-15
Stonekeep Investments, LLC
INCREASED303295+8+3%$315.0K$245.6K-$69.4K2026-10-15
Howard Wealth Management, LLC
DECREASED303304-10%$324.3K$246.1K-$78.2K2026-10-28
Prairiewood Capital, LLC
INCREASED302242+60+25%$258.2K$244.7K-$13.5K2026-10-16
Blue Water Asset Management
INCREASED302294+8+3%$313.0K$244.8K-$68.2K2026-11-04
Investment Partners Asset Management, Inc.
UNCHANGED30230200%$321.6K$244.9K-$76.7K2026-10-09
Kondo Wealth Advisors, Inc.
DECREASED301761-460-60%$810.4K$244.0K-$566.3K2026-10-19
Dupree Financial Group, LLC
DECREASED300313-13-4%$333.3K$243.2K-$90.1K2026-10-09
First Fiduciary Investment Counsel, Inc.
UNCHANGED30030000%$319.0K$243.0K-$76.0K2026-10-27
Deltec Asset Management LLC
UNCHANGED30030000%$319.5K$243.2K-$76.2K2026-10-26
C2c Wealth Management, LLC
UNCHANGED30030000%$319.5K$243.2K-$76.2K2026-10-20
Breachway Investments LLC
UNCHANGED30030000%$319.5K$243.2K-$76.2K2026-10-19
S&A Financial Services, Inc.
UNCHANGED30030000%$319.5K$243.2K-$76.2K2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED29929900%$318.4K$242.4K-$76.0K2026-10-23
Wealth Advisors Northwest LLC
UNCHANGED29929900%$318.4K$242.4K-$76.0K2026-10-29
Bear Mountain Capital, Inc.
UNCHANGED29829800%$278.1K$217.8K-$60.4K2026-11-04
Vermillion Wealth Management, Inc.
DECREASED2972,196-1,899-86%$2.3M$240.9K-$2.1M2026-10-26
Rakuten Securities, Inc.
DECREASED295462-167-36%$492.0K$239.2K-$252.8K2026-11-02
Tempus Wealth Planning, LLC
INCREASED295232+63+27%$247.1K$239.2K-$7.9K2026-10-14
Weinberger Asset Management, Inc
INCREASED293285+8+3%$232.2K$237.5K+$5.3K2026-10-28
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED29329300%$312.0K$237.6K-$74.5K2026-11-02
Wealth Advisory Solutions, LLC
DECREASED292432-140-32%$460.0K$236.8K-$223.3K2026-10-20
Puff Wealth Management, LLC
INCREASED292289+3+1%$308.0K$236.4K-$71.7K2026-10-07
PTM Wealth Management, LLC
INCREASED292291+1+0%$259.0K$251.9K-$7.1K2026-10-23
LifeWealth Investments, LLC
INCREASED291278+13+5%$296.0K$236.0K-$60.1K2026-10-21
Post Resch Tallon Group Inc.
UNCHANGED29029000%$308.8K$235.2K-$73.7K2026-10-09
Obsidian CIO, LLC
INCREASED289188+101+54%$200.2K$234.5K+$34.3K2026-11-05
Thrive Capital Management, LLC
INCREASED289266+23+9%$282.8K$234.1K-$48.7K2026-10-28
Silverleafe Capital Partners, LLC
DECREASED288294-6-2%$312.6K$233.6K-$79.0K2026-10-02
Kure Advisory, LLC
INCREASED288286+2+1%$304.6K$233.5K-$71.1K2026-10-08
WealthCare Investment Partners, LLC
INCREASED287249+38+15%$265.2K$232.4K-$32.9K2026-11-05
Leslie Global Wealth, LLC
DECREASED287290-3-1%$308.8K$232.7K-$76.1K2026-10-26
CWC Advisors, Llc.
INCREASED286283+3+1%$301.4K$231.9K-$69.5K2026-10-15
Opus Capital Group, LLC
UNCHANGED28628600%$305.0K$232.0K-$73.0K2026-10-30
Arcadia Wealth Management, LLC
NEW285—+285——$231.1K—2026-10-22
Rose Capital Advisors LLC
NEW285—+285——$231.6K—2026-11-04
Genesis Private Wealth, LLC
DECREASED285437-152-35%$465.4K$231.1K-$234.3K2026-11-02
Values First Advisors, Inc.
DECREASED285290-5-2%$309.0K$231.0K-$78.1K2026-10-23
Sterling Financial Planning, Inc.
DECREASED282327-45-14%$348.2K$228.6K-$119.6K2026-10-28
Wiser Wealth Management, Inc
INCREASED281263+18+7%$280.1K$227.8K-$52.2K2026-10-14
Alessandra Capital Management, LLC
DECREASED280320-40-12%$340.8K$227.0K-$113.7K2026-10-30
Insight Wealth Strategies, LLC
INCREASED280264+16+6%$261.7K$227.4K-$34.3K2026-10-09
Seed Wealth Management, Inc.
UNCHANGED28028000%$298.2K$227.0K-$71.2K2026-10-20
OFS Enterprise LLC
INCREASED279277+2+1%$295.0K$226.2K-$68.8K2026-10-16
Newman Dignan & Sheerar, Inc.
UNCHANGED27927900%$297.1K$226.2K-$70.9K2026-10-21
Artesa Financial Group, LLC
UNCHANGED27927900%$297.4K$226.5K-$71.0K2026-10-29
Prospect Financial Group LLC
DECREASED278354-76-21%$377.0K$225.4K-$151.6K2026-11-05
Triumph Capital Management
INCREASED278253+25+10%$269.2K$225.3K-$43.9K2026-10-14
Centennial Wealth Advisory LLC
INCREASED277260+17+7%$277.0K$224.9K-$52.1K2026-10-16
Corrado Advisors, LLC
NEW276—+276——$224.0K—2026-10-27
Pathway Financial Advisers, LLC
INCREASED276250+26+10%$266.7K$223.8K-$42.9K2026-10-27
Capital Advisors, Ltd. LLC
INCREASED276251+25+10%$267.0K$224.0K-$43.0K2026-10-27
Avid Wealth Partners LLC
DECREASED276281-5-2%$299.2K$223.8K-$75.5K2026-11-03
Directional Asset Management
DECREASED275305-30-10%$324.6K$222.9K-$101.7K2026-10-22
Proathlete Wealth Management LLC
INCREASED274188+86+46%$200.3K$222.3K+$21.9K2026-10-15
Oak Barrel Wealth Advisory LLC
INCREASED274273+1+0%$290.7K$221.8K-$68.9K2026-11-05
Grove Street Fiduciary, LLC
UNCHANGED27427400%$291.8K$222.2K-$69.6K2026-10-13
Maseco LLP
INCREASED273258+15+6%$274.2K$221.3K-$53.0K2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
UNCHANGED27327300%$291.2K$221.1K-$70.1K2026-10-09
Squire Investment Management Company, LLC
NEW271—+271——$219.7K—2026-11-03
Moody Lynn Lieberson & Walker, LLC
INCREASED271237+34+14%$252.4K$219.7K-$32.7K2026-10-14
Clean Yield Group
UNCHANGED27027000%$287.5K$218.9K-$68.6K2026-10-28
Sculati Wealth Management, LLC
UNCHANGED27027000%$237.7K$215.8K-$21.8K2026-10-19
Legacy Advisory Services, LLC
INCREASED269250+19+8%$266.2K$218.1K-$48.1K2026-10-20
Sunrise Financial Services, LLC
UNCHANGED26926900%$286.5K$218.1K-$68.4K2026-10-21
Primoris Wealth Advisors, LLC
UNCHANGED26626600%$283.3K$215.7K-$67.6K2026-10-28
BKM Wealth Management, LLC
UNCHANGED26526500%$282.5K$215.2K-$67.2K2026-10-22
Essential Partners LLC
INCREASED264193+71+37%$205.5K$214.0K+$8.5K2026-10-14
Absher Wealth Management, LLC
INCREASED264246+18+7%$262.0K$214.0K-$47.9K2026-11-02
Bestgate Wealth Advisors, LLC
NEW263—+263——$213.2K—2026-10-13
Rockport Wealth LLC
NEW263—+263——$213.2K—2026-11-03
DLK Investment Management, LLC
NEW263—+263——$213.2K—2026-10-09
Gerber, LLC
UNCHANGED26226200%$279.0K$212.6K-$66.4K2026-10-21
Nolet Wealth Management, LLC
UNCHANGED26226200%$278.7K$212.2K-$66.5K2026-10-15
Detalus Advisors, LLC
INCREASED260216+44+20%$230.0K$210.8K-$19.2K2026-10-15
Cambridge Capital Management, LLC
UNCHANGED26026000%$276.9K$210.9K-$66.0K2026-10-19
AdviceOne Advisory Services, LLC
DECREASED259260-10%$276.4K$210.0K-$66.5K2026-10-19
High Note Wealth, LLC
INCREASED258211+47+22%$224.7K$209.2K-$15.5K2026-10-27
Future Financial Wealth Managment LLC
DECREASED257268-11-4%$239.7K$208.4K-$31.4K2026-10-15
Mraz, Amerine & Associates, Inc.
INCREASED257255+2+1%$271.8K$208.6K-$63.2K2026-10-30
Greater Midwest Financial Group, LLC
INCREASED256227+29+13%$241.8K$207.6K-$34.1K2026-10-13
WPG Advisers, LLC
DECREASED255267-12-4%$284.3K$206.8K-$77.6K2026-10-27
Fairscale Capital, LLC
INCREASED255253+2+1%$269.4K$158.8K-$110.6K2026-11-04
4Wealth Advisors, Inc.
DECREASED254589-335-57%$609.0K$210.4K-$398.7K2026-10-13
Eagle Bay Advisors LLC
DECREASED254265-11-4%$282.2K$205.9K-$76.3K2026-10-16
KFG Wealth Management, LLC
INCREASED252190+62+33%$202.4K$204.5K+$2.0K2026-10-16
BAM Wealth Management, LLC
NEW251—+251——$203.5K—2026-10-15
Accelerate Investment Advisors LLC
DECREASED251305-54-18%$325.0K$203.9K-$121.1K2026-11-02
Avion Wealth
DECREASED251257-6-2%$273.0K$203.0K-$70.0K2026-11-04
SLT Holdings LLC
DECREASED251255-4-2%$271.6K$203.5K-$68.0K2026-10-15
Midwest Professional Planners, Ltd.
UNCHANGED25125100%$267.3K$203.5K-$63.8K2026-10-29
MTM Investment Management, LLC
UNCHANGED25125100%$267.3K$203.5K-$63.8K2026-10-30
Crescent Sterling, Ltd.
NEW250—+250——$202.6K—2026-10-16
15 Wealth Advisors LLC
NEW250—+250——$203.1K—2026-10-14
Bluestem Financial Advisors, LLC
INCREASED250201+49+24%$213.6K$202.9K-$10.6K2026-10-20
Tanglewood Wealth Management, Inc.
UNCHANGED25025000%$266.2K$202.7K-$63.5K2026-10-23
St. Johns Investment Management Company, LLC
UNCHANGED25025000%$266.2K$202.7K-$63.5K2026-10-30
Lorne Steinberg Wealth Management Inc.
UNCHANGED25025000%$266.2K$202.7K-$63.5K2026-10-23
Howard Capital Management Group, LLC
UNCHANGED25025000%$266.2K$202.7K-$63.5K2026-10-16
Waycross Investment Management Co
UNCHANGED25025000%$266.2K$202.7K-$63.5K2026-10-14
Gray Private Wealth, LLC
UNCHANGED25025000%$266.2K$202.7K-$63.5K2026-10-28
Kampmann Melissa S.
UNCHANGED25025000%$266.2K$202.7K-$63.5K2026-10-28
Uptown Financial Advisors LLC
UNCHANGED25025000%$266.2K$202.7K-$63.5K2026-10-15
Horizons Wealth Management
NEW249—+249——$201.9K—2026-10-05
Tounjian Advisory Partners, LLC
INCREASED249247+2+1%$263.1K$202.2K-$60.9K2026-11-04
Founders Capital Management
INCREASED248214+34+16%$227.9K$201.1K-$26.8K2026-10-13
Elevatus Welath Management
INCREASED248234+14+6%$249.4K$200.6K-$48.8K2026-10-19
Vista Finance, LLC
UNCHANGED24824800%$264.2K$201.3K-$62.8K2026-10-23
Clarity Wealth Development LLC
DECREASED247264-17-6%$280.8K$200.3K-$80.5K2026-10-22
Weitzel Financial Services, Inc.
NEW239—+239——$203.7K—2026-10-16
Jnba Financial Advisors
UNCHANGED23723700%$252.4K$192.2K-$60.2K2026-11-03
Hughes Financial Services, LLC
DECREASED236242-6-2%$257.7K$152.8K-$104.9K2026-10-30
Davis Capital Management
DECREASED225237-12-5%$252.4K$182.4K-$70.0K2026-10-08
Bfsg, LLC
INCREASED225224+1+0%$238.5K$182.4K-$56.1K2026-10-30
Lynch Investment Planning, LLC
DECREASED217221-4-2%$235.3K$175.7K-$59.7K2026-10-27
Canton Hathaway, LLC
UNCHANGED21721700%$231.1K$175.9K-$55.1K2026-10-23
GoalVest Advisory LLC
DECREASED214225-11-5%$239.6K$173.5K-$66.1K2026-10-02
Wolff Wiese Magana LLC
DECREASED211218-7-3%$232.1K$171.1K-$61.1K2026-10-15
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED21121100%$224.4K$171.2K-$53.2K2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED209136+73+54%$144.8K$169.5K+$24.6K2026-10-15
Elevation Wealth Partners, LLC
INCREASED208167+41+25%$177.6K$168.6K-$9.0K2026-10-07
Paladin Partners, LLC
UNCHANGED20720700%$220.4K$167.8K-$52.6K2026-10-06
Murphy & Mullick Capital Management Corp
INCREASED206203+3+1%$216.2K$167.0K-$49.2K2026-11-02
James T. Borello RIA
INCREASED203200+3+2%$213.0K$164.6K-$48.4K2026-10-16
Balance Wealth Partners LLC
NEW202—+202——$163.6K—2026-10-27
Downshift Financial, LLC
INCREASED202182+20+11%$193.8K$163.8K-$30.0K2026-10-13
Horrell Capital Management, Inc.
UNCHANGED20020000%$213.0K$162.2K-$50.8K2026-10-08
Sfam, LLC
UNCHANGED19519500%$207.7K$158.1K-$49.6K2026-11-03
Ares Financial Consulting, LLC
INCREASED193158+35+22%$168.3K$156.5K-$11.8K2026-10-19
Nvest Wealth Strategies, Inc.
UNCHANGED19319300%$205.2K$156.4K-$48.8K2026-10-14
New England Capital Financial Advisors LLC
UNCHANGED18918900%$201.7K$153.6K-$48.1K2026-11-03
Plante Moran Financial Advisors, LLC
INCREASED187179+8+4%$190.6K$151.6K-$39.0K2026-11-04
Bayforest Capital Ltd
DECREASED183289-106-37%$307.8K$148.4K-$159.4K2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED177149+28+19%$158.7K$143.6K-$15.2K2026-11-02
Cdkv Holdings LLC
UNCHANGED17717700%$188.3K$143.5K-$44.8K2026-10-28
Vima LLC
INCREASED170160+10+6%$170.4K$138.0K-$32.4K2026-10-23
Atlantic Edge Private Wealth Management, LLC
INCREASED167105+62+59%$111.8K$135.4K+$23.6K2026-10-20
CGC Financial Services, LLC
UNCHANGED16616600%$176.8K$134.6K-$42.2K2026-10-13
GK Wealth Management LLC
DECREASED163245-82-33%$261.0K$131.6K-$129.3K2026-10-09
Richardson Financial Services Inc.
DECREASED161391-230-59%$416.4K$130.5K-$285.8K2026-10-30
First Bancorp, Inc
DECREASED160170-10-6%$181.0K$129.7K-$51.3K2026-10-26
Compass Wealth Management LLC
NEW159—+159——$128.9K—2026-10-22
Lodestone Wealth Management LLC
UNCHANGED15715700%$166.9K$127.1K-$39.8K2026-10-14
Clayton Financial Group LLC
DECREASED156206-50-24%$219.4K$126.5K-$92.9K2026-10-13
Burkett Financial Services, LLC
INCREASED153130+23+18%$139.0K$124.6K-$14.4K2026-10-01
Northstar Asset Management Co
UNCHANGED15015000%$133.3K$111.0K-$22.3K2026-10-22
KFG LLC
NEW149—+149——$120.8K—2026-11-02
RMG Wealth Management LLC
UNCHANGED14914900%$127.5K$104.4K-$23.1K2026-10-26
One River Asset Management, LLC
NEW143—+143——$115.9K—2026-10-21
Pillar Financial Advisors, LLC
NEW143—+143——$115.9K—2026-10-21
Joseph Group Capital Management
DECREASED136145-9-6%$154.4K$110.3K-$44.1K2026-11-04
Syntax Research, Inc.
UNCHANGED13513500%$143.8K$109.5K-$34.3K2026-11-04
Highline Wealth Partners LLC
INCREASED13493+41+44%$99.3K$108.8K+$9.6K2026-10-19
United Financial Planning Group LLC
UNCHANGED13413400%$143.1K$109.0K-$34.2K2026-11-04
North Point Portfolio Managers Corp
NEW125—+125——$101.3K—2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1251,360-1,235-91%$1.4M$101.3K-$1.3M2026-10-14
Midwest Capital Advisors, LLC
UNCHANGED12512500%$133.6K$101.7K-$31.9K2026-11-04
Kimelman & Baird, LLC
UNCHANGED12412400%$132.0K$100.5K-$31.5K2026-11-03
Valued Wealth Advisors LLC
DECREASED115132-17-13%$140.2K$93.6K-$46.6K2026-11-05
Daytona Street Capital LLC
UNCHANGED11011000%$105.0K$93.6K-$11.4K2026-10-15
Albion Financial Group
INCREASED107100+7+7%$106.5K$87.0K-$19.5K2026-10-21
Financial Management Professionals, Inc.
DECREASED104106-2-2%$112.9K$84.3K-$28.6K2026-10-23
Spurstone Advisory Services, LLC
UNCHANGED10010000%$99.1K$82.6K-$16.5K2026-11-02
Beacon Financial Strategies Corp
UNCHANGED10010000%$106.5K$81.1K-$25.4K2026-10-14
Advocate Investing Services LLC
UNCHANGED10010000%$106.5K$81.1K-$25.4K2026-10-26
Catherine Avery Investment Management LLC
UNCHANGED969600%$102.2K$77.8K-$24.4K2026-10-14
Birchwood Financial Partners, Inc.
DECREASED94105-11-10%$112.0K$76.3K-$35.6K2026-11-02
Retirement Wealth Solutions LLC
INCREASED9489+5+6%$94.4K$75.9K-$18.4K2026-10-07
DB Fitzpatrick & Co, Inc
UNCHANGED888800%$93.7K$71.4K-$22.4K2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED888800%$93.4K$71.1K-$22.3K2026-10-23
Thompson Investment Management, Inc.
UNCHANGED757500%$79.9K$60.8K-$19.1K2026-10-14
USA Financial Formulas
NEW74—+74——$60.0K—2026-10-16
Halbert Hargrove Global Advisors, LLC
DECREASED7477-3-4%$82.4K$60.3K-$22.1K2026-10-16
Sellwood Investment Partners LLC
UNCHANGED747400%$78.8K$60.0K-$18.8K2026-11-03
Dorato Capital Management
UNCHANGED727200%$68.6K$58.6K-$10.0K2026-10-08
Covestor Ltd
DECREASED71117-46-39%$125.0K$58.0K-$67.0K2026-10-30
Activest Wealth Management
DECREASED6870-2-3%$74.5K$55.1K-$19.4K2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED67567-500-88%$603.8K$54.3K-$549.5K2026-11-03
Marquette Asset Management, LLC
DECREASED6772-5-7%$76.7K$54.3K-$22.4K2026-10-09
1620 Investment Advisors, Inc.
UNCHANGED666600%$70.3K$53.5K-$16.8K2026-11-04
Manitou Investment Management Ltd.
UNCHANGED656500%$69.2K$52.7K-$16.5K2026-10-15
Financial Network Wealth Advisors LLC
DECREASED6469-5-7%$73.5K$51.9K-$21.6K2026-10-28
Bare Financial Services, Inc
DECREASED6267-5-7%$71.3K$50.3K-$21.1K2026-11-04
Monetary Solutions, Ltd
INCREASED6261+1+2%$65.3K$50.5K-$14.8K2026-10-22
Planning Strategies Inc.
INCREASED6158+3+5%$61.8K$49.5K-$12.3K2026-10-02
American Capital Advisory, LLC
UNCHANGED595900%$63.2K$48.1K-$15.1K2026-10-28
Birch Financial Group, LLC
NEW58—+58——$46.7K—2026-10-27
Wealth Analytics Partners, LLC
NEW56—+56——$45.4K—2026-10-19
Cedar Mountain Advisors, LLC
UNCHANGED545400%$57.1K$43.5K-$13.6K2026-10-15
TFC Financial Management, Inc.
UNCHANGED545400%$57.6K$43.9K-$13.8K2026-10-26
Mascoma Wealth Management LLC
UNCHANGED515100%$54.3K$41.4K-$13.0K2026-10-23
Aspect Partners, LLC
DECREASED4752-5-10%$55.4K$38.1K-$17.3K2026-10-20
Steph & Co
INCREASED4541+4+10%$43.7K$36.5K-$7.2K2026-10-07
Align Financial, LLC
INCREASED4336+7+19%$38.3K$34.9K-$3.5K2026-10-16
Chapman Financial Group, LLC
UNCHANGED424200%$44.7K$34.1K-$10.7K2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED414100%$43.7K$33.2K-$10.4K2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED404000%$42.6K$32.4K-$10.2K2026-11-03
Tsfg, LLC
DECREASED38289-251-87%$307.0K$31.0K-$276.0K2026-10-23
Evolution Wealth Management Inc.
DECREASED3873-35-48%$77.7K$30.8K-$46.9K2026-10-28
PFS Partners, LLC
INCREASED372+35+1750%$2.1K$30.0K+$27.9K2026-10-21
Matrix Trust Co
INCREASED3731+6+19%$33.0K$30.0K-$3.0K2026-10-07
DecisionPoint Financial, LLC
DECREASED3739-2-5%$38.7K$30.6K-$8.1K2026-10-27
LAM Group, Inc.
UNCHANGED373700%$39.4K$30.0K-$9.4K2026-10-26
Your Advocates Ltd., LLP
UNCHANGED353500%$37.3K$28.4K-$8.9K2026-11-03
Strengthening Families & Communities, LLC
UNCHANGED343400%$36.4K$27.8K-$8.7K2026-10-21
Peterson Wealth Services
UNCHANGED323200%$34.1K$26.0K-$8.1K2026-10-26
Fairway Wealth LLC
INCREASED3012+18+150%$12.8K$24.3K+$11.5K2026-10-30
Fiduciary Advisors, Inc.
INCREASED2910+19+190%$10.6K$23.5K+$12.9K2026-10-16
Carolina Wealth Advisors, LLC
INCREASED2826+2+8%$27.7K$22.7K-$5.0K2026-10-23
Ironwood Wealth Management, Inc.
NEW27—+27——$21.5K—2026-10-14
Breakwater Investment Management
INCREASED2624+2+8%$25.6K$21.1K-$4.5K2026-10-20
StrongBox Wealth, LLC
NEW25—+25——$20.3K—2026-11-02
Noble Wealth Management PBC
DECREASED2532-7-22%$34.1K$20.3K-$13.8K2026-10-01
Elevated Capital Advisors, LLC
UNCHANGED222200%$23.4K$17.8K-$5.6K2026-11-04
Banque de Luxembourg S.A.
UNCHANGED222200%$23.4K$17.8K-$5.6K2026-10-14
Vision Financial Markets LLC
UNCHANGED212100%$20.2K$16.8K-$3.4K2026-10-22
Blume Capital Management, Inc.
UNCHANGED202000%$21.3K$16.2K-$5.1K2026-10-26
Lipe & Dalton
UNCHANGED191900%$20$15-$52026-10-15
Caitong International Asset Management Co., Ltd
DECREASED16838-822-98%$892.4K$13.0K-$879.4K2026-10-29
Alta Capital Management LLC/
NEW15—+15——$12.2K—2026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED141400%$14.9K$11.4K-$3.6K2026-10-07
Three Bridge Wealth Advisors, LLC
NEW13—+13——$10.5K—2026-11-05
Holos Integrated Wealth LLC
UNCHANGED131300%$12.2K$9.4K-$2.8K2026-10-23
Gilpin Wealth Management, LLC
INCREASED108+2+25%$8.5K$8.1K-$4122026-10-09
PayPay Securities Corp
DECREASED1012-2-17%$12.8K$8.1K-$4.7K2026-10-27
Curat Global, LLC
UNCHANGED101000%$10.6K$8.1K-$2.5K2026-10-26
Prudent Man Investment Management, Inc.
NEW9—+9——$7.3K—2026-11-03
Strategic Advocates LLC
DECREASED911-2-18%$11.7K$7.3K-$4.4K2026-11-03
Cornerstone National Bank & Trust Co
UNCHANGED9900%$8.9K$7.4K-$1.5K2026-10-20
McCarley & Cook Financial Planners
UNCHANGED9900%$9.6K$7.3K-$2.3K2026-10-21
CrossGen Wealth, LLC
NEW7—+7——$5.7K—2026-10-30
High Point Wealth Management, LLC
NEW5—+5——$4.1K—2026-11-05
Transce3nd, LLC
UNCHANGED5500%$4.8K$3.7K-$1.1K2026-10-26
Torren Management, LLC
UNCHANGED5500%$5.5K$4.2K-$1.3K2026-10-29
Navigoe, LLC
DECREASED46-2-33%$6$3-$32026-11-04
Dynamic Wealth Strategies, LLC
UNCHANGED4400%$4.3K$3.2K-$1.0K2026-10-16
William B. Walkup & Associates, Inc.
UNCHANGED4400%$4.3K$3.2K-$1.0K2026-11-05
Phillip James Consulting Co.
UNCHANGED4400%$4.3K$3.2K-$1.0K2026-11-03
Redwood Park Advisors LLC
UNCHANGED3300%$3.2K$2.4K-$7622026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
NEW2—+2——$2—2026-10-14
Kings Path Partners LLC
UNCHANGED2200%$2.1K$1.6K-$5082026-10-21
NorthAvenue LLC
UNCHANGED2200%$2.1K$1.6K-$5082026-10-29
Montgomery Financial Services LLC
UNCHANGED2200%$2.1K$1.6K-$5082026-11-03
3 Factor Indexing, LLC
DECREASED1267-266-100%$284.3K$811-$283.5K2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED1100%$1.1K$811-$2542026-10-15
Lloyd Advisory Services, Llc.
NEW0—0——$41—2026-11-02
ASR Vermogensbeheer N.V.
CLOSED061,741-61,741-100%$65.7M$0-$65.7M2026-10-16
Nippon Life Global Investors Americas, Inc.
CLOSED054,360-54,360-100%$57.9M$0-$57.9M2026-10-29
Mirae Asset Securities (USA) Inc.
CLOSED016,054-16,054-100%$17.1M$0-$17.1M2026-10-15
GFS Advisors, LLC
CLOSED013,350-13,350-100%$68.2K$0-$68.2K2026-11-03
HWG Holdings LP
CLOSED09,989-9,989-100%$10.6M$0-$10.6M2026-10-08
Wellington Shields & Co., LLC
CLOSED09,907-9,907-100%$10.5M$0-$10.5M2026-11-03
Lockheed Martin Investment Management Co
CLOSED09,700-9,700-100%$10.3M$0-$10.3M2026-11-04
Genus Capital Management Inc.
CLOSED08,000-8,000-100%$8.5M$0-$8.5M2026-11-04
Fruth Investment Management
CLOSED07,188-7,188-100%$7.7M$0-$7.7M2026-10-13
Fisher Funds Management LTD
CLOSED06,023-6,023-100%$6.4M$0-$6.4M2026-10-13
Parametrica Management Ltd
CLOSED05,400-5,400-100%$5.8M$0-$5.8M2026-10-27
Check Capital Management Inc
CLOSED03,434-3,434-100%$3.7M$0-$3.7M2026-11-05
Dara Capital US, Inc.
CLOSED02,440-2,440-100%$2.6M$0-$2.6M2026-10-29
Waycross Partners, LLC
CLOSED01,550-1,550-100%$1.7M$0-$1.7M2026-11-03
Sanchez Wealth Management Group
CLOSED01,442-1,442-100%$1.5M$0-$1.5M2026-11-02
WealthCare Asset Management, LLC
CLOSED01,440-1,440-100%$1.5M$0-$1.5M2026-10-26
Blankinship & Foster, LLC
CLOSED01,426-1,426-100%$1.5M$0-$1.5M2026-10-19
Leonteq Securities AG
CLOSED01,345-1,345-100%$1.4M$0-$1.4M2026-10-29
Fractal Investments LLC
CLOSED01,342-1,342-100%$1.4M$0-$1.4M2026-10-28
B.O.S.S. Retirement Advisors, LLC
CLOSED01,051-1,051-100%$1.1M$0-$1.1M2026-10-26
Donoghue Forlines LLC
CLOSED01,029-1,029-100%$1.1M$0-$1.1M2026-11-02
U S Global Investors Inc
CLOSED01,000-1,000-100%$1.1M$0-$1.1M2026-10-22
Laurion Capital Management LP
CLOSED0950-950-100%$1.0M$0-$1.0M2026-10-30
Lake Hills Wealth Management, LLC
CLOSED0927-927-100%$987.2K$0-$987.2K2026-10-07
Johnson Financial Group, LLC
CLOSED0919-919-100%$978.6K$0-$978.6K2026-11-03
WBI Investments, LLC
CLOSED0796-796-100%$847.8K$0-$847.8K2026-11-05
PCG Asset Management, LLC
CLOSED0762-762-100%$811.5K$0-$811.5K2026-11-05
FNY Investment Advisers, LLC
CLOSED0750-750-100%$798.0K$0-$798.0K2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED0724-724-100%$771.0K$0-$771.0K2026-10-27
OMC Financial Services LTD
CLOSED0560-560-100%$596.3K$0-$596.3K2026-10-19
Simplify Asset Management Inc.
CLOSED0558-558-100%$594.2K$0-$594.2K2026-10-27
Accuvest Global Advisors
CLOSED0552-552-100%$588.0K$0-$588.0K2026-11-04
Saxon Interests, Inc.
CLOSED0531-531-100%$565.5K$0-$565.5K2026-10-26
CogentBlue Wealth Advisors, LLC
CLOSED0527-527-100%$561.2K$0-$561.2K2026-10-09
Chung Wu Investment Group, LLC
CLOSED0520-520-100%$553.7K$0-$553.7K2026-11-03
Brick & Kyle, Associates
CLOSED0493-493-100%$349.0K$0-$349.0K2026-11-05
Lincoln Capital Corp
CLOSED0474-474-100%$504.8K$0-$504.8K2026-10-13
Destiny Wealth Partners, LLC
CLOSED0472-472-100%$384.6K$0-$384.6K2026-11-05
Steinberganna Wealth Management
CLOSED0471-471-100%$501.6K$0-$501.6K2026-10-23
Stonehaven Wealth & TAX Solutions, LLC
CLOSED0448-448-100%$477.1K$0-$477.1K2026-10-22
Hibernia Wealth Partners, LLC
CLOSED0432-432-100%$459.7K$0-$459.7K2026-10-29
Tabr Capital Management, LLC
CLOSED0419-419-100%$445.9K$0-$445.9K2026-10-20
Pavion Blue Capital, LLC
CLOSED0403-403-100%$429.2K$0-$429.2K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED0398-398-100%$423.8K$0-$423.8K2026-10-13
Lane Brothers & Co Inc
CLOSED0365-365-100%$388.7K$0-$388.7K2026-11-02
One Wealth Capital Management, LLC
CLOSED0353-353-100%$375.9K$0-$375.9K2026-10-23
Capstone Wealth Management Group, LLC
CLOSED0345-345-100%$367.3K$0-$367.3K2026-11-05
Stewardship Advisors, LLC
CLOSED0330-330-100%$351.4K$0-$351.4K2026-10-20
WP Advisors, LLC
CLOSED0325-325-100%$345.8K$0-$345.8K2026-10-22
Triton Wealth Management, Pllc
CLOSED0316-316-100%$300.0K$0-$300.0K2026-11-04
RIA Advisory Group LLC
CLOSED0313-313-100%$333.2K$0-$333.2K2026-10-15
GFG Capital, LLC
CLOSED0310-310-100%$330.0K$0-$330.0K2026-10-16
Mccarter Private Wealth Services LLC
CLOSED0298-298-100%$317.3K$0-$317.3K2026-10-22
John G Ullman & Associates Inc
CLOSED0294-294-100%$313.1K$0-$313.1K2026-11-04
Martin Capital Partners, LLC
CLOSED0294-294-100%$313.1K$0-$313.1K2026-10-07
Wellington Shields Capital Management, LLC
CLOSED0289-289-100%$307.8K$0-$307.8K2026-11-03
Sagace Wealth Management LLC
CLOSED0285-285-100%$303.5K$0-$303.5K2026-10-28
IFG Advisors, LLC
CLOSED0282-282-100%$300.3K$0-$300.3K2026-10-15
Old Peak Finance LLC
CLOSED0275-275-100%$292.8K$0-$292.8K2026-11-02
Serenity Investment Advisors
CLOSED0272-272-100%$221.8K$0-$221.8K2026-10-30
Global View Capital Management LLC
CLOSED0272-272-100%$289.7K$0-$289.7K2026-10-28
Pennsylvania Capital Management Inc
CLOSED0267-267-100%$284.3K$0-$284.3K2026-11-05
RiverTree Advisors, LLC
CLOSED0263-263-100%$280.1K$0-$280.1K2026-10-13
Navigation Group, LLC
CLOSED0263-263-100%$280.3K$0-$280.3K2026-10-28
Steel Grove Capital Advisors, LLC
CLOSED0256-256-100%$272.6K$0-$272.6K2026-10-13
Crescent Grove Advisors, LLC
CLOSED0256-256-100%$273.1K$0-$273.1K2026-10-21
Philip James Wealth Mangement, LLC
CLOSED0256-256-100%$273.0K$0-$273.0K2026-10-27
Strategic Point Investment Advisors, LLC
CLOSED0254-254-100%$270.5K$0-$270.5K2026-10-29
Northcape Wealth Management, LLC
CLOSED0248-248-100%$264.1K$0-$264.1K2026-11-04
Dillon & Associates Inc
CLOSED0246-246-100%$262.0K$0-$262.0K2026-10-22
Briggs Wealth Management, Inc
CLOSED0246-246-100%$262.0K$0-$262.0K2026-10-26
Englebert Financial Advisers, LLC
CLOSED0243-243-100%$258.8K$0-$258.8K2026-10-20
Samalin Investment Counsel, LLC
CLOSED0242-242-100%$257.8K$0-$257.8K2026-10-23
CapWealth Advisors, LLC
CLOSED0242-242-100%$257.7K$0-$257.7K2026-10-05
Joel Adams & Associates, Inc.
CLOSED0241-241-100%$256.6K$0-$256.6K2026-11-02
Wallington Asset Management, LLC
CLOSED0240-240-100%$255.6K$0-$255.6K2026-11-04
Walled Lake Planning & Wealth Management, LLC
CLOSED0239-239-100%$254.4K$0-$254.4K2026-10-29
Provident Wealth Management, LLC
CLOSED0239-239-100%$254.5K$0-$254.5K2026-10-20
Dedeker Financial LLC
CLOSED0238-238-100%$253.4K$0-$253.4K2026-10-23
Financial Planning Navigators Corp
CLOSED0237-237-100%$252.4K$0-$252.4K2026-10-14
Salus Financial Advisors, LLC
CLOSED0237-237-100%$252.4K$0-$252.4K2026-10-20
McClarren Financial Advisors, Inc.
CLOSED0236-236-100%$251.3K$0-$251.3K2026-10-15
Davis-Rea Ltd.
CLOSED0235-235-100%$250.3K$0-$250.3K2026-10-13
Palatine Hill Wealth Management, LLC
CLOSED0235-235-100%$250.3K$0-$250.3K2026-11-03
Strategic Family Wealth Counselors, L.L.C.
CLOSED0234-234-100%$249.2K$0-$249.2K2026-10-29
Liberty Capital Management, Inc.
CLOSED0233-233-100%$248.1K$0-$248.1K2026-11-02
Arta Finance Wealth Management LLC
CLOSED0233-233-100%$248.1K$0-$248.1K2026-10-28
Scarborough Advisors, LLC
CLOSED0232-232-100%$211.0K$0-$211.0K2026-10-16
Randolph Co Inc
CLOSED0231-231-100%$246.0K$0-$246.0K2026-10-23
Maltin Wealth Management, Inc.
CLOSED0230-230-100%$245.0K$0-$245.0K2026-10-13
Reicon Wealth Advisors, LLC
CLOSED0230-230-100%$244.9K$0-$244.9K2026-11-04
Chronos Wealth Management, LLC
CLOSED0230-230-100%$244.9K$0-$244.9K2026-10-20
Hummer Financial Advisory Services Inc
CLOSED0230-230-100%$244.9K$0-$244.9K2026-10-09
Midwest Financial Network, LLC
CLOSED0229-229-100%$243.9K$0-$243.9K2026-10-13
GenWealth Group, Inc.
CLOSED0225-225-100%$239.6K$0-$239.6K2026-10-16
Foundation Wealth Management, Llc\pa
CLOSED0225-225-100%$239.2K$0-$239.2K2026-10-14
Tred Avon Family Wealth, LLC
CLOSED0225-225-100%$239.9K$0-$239.9K2026-10-20
Helium Advisors LLC
CLOSED0225-225-100%$239.4K$0-$239.4K2026-10-23
Citrine Capital LLC
CLOSED0225-225-100%$239.6K$0-$239.6K2026-10-14
Wealthcare Capital Management LLC
CLOSED0224-224-100%$238.5K$0-$238.5K2026-10-21
Financial Symmetry Inc
CLOSED0223-223-100%$237.5K$0-$237.5K2026-10-06
Lee Financial Co
CLOSED0222-222-100%$236.4K$0-$236.4K2026-10-16
ERn Financial, LLC
CLOSED0221-221-100%$235.3K$0-$235.3K2026-10-28
Sidoxia Capital Management, LLC
CLOSED0220-220-100%$234.3K$0-$234.3K2026-10-28
Financial Advisory Corp
CLOSED0220-220-100%$234.4K$0-$234.4K2026-10-14
Trademark Financial Management, LLC
CLOSED0219-219-100%$233.2K$0-$233.2K2026-10-23
Sound Stewardship, LLC
CLOSED0218-218-100%$232.6K$0-$232.6K2026-10-14
Pacific Asset Management, LLC
CLOSED0218-218-100%$232.6K$0-$232.6K2026-10-15
Chris Bulman Inc
CLOSED0217-217-100%$231.1K$0-$231.1K2026-10-20
Mattern Capital Management, LLC
CLOSED0217-217-100%$231.1K$0-$231.1K2026-11-02
Clark & Stuart, Inc
CLOSED0216-216-100%$230.0K$0-$230.0K2026-10-14
LiftPoint Family Wealth Advisors LLC
CLOSED0216-216-100%$230.0K$0-$230.0K2026-11-03
Coquina Private Wealth LLC
CLOSED0216-216-100%$230.0K$0-$230.0K2026-10-27
Salvus Wealth Management, LLC
CLOSED0215-215-100%$229.0K$0-$229.0K2026-10-13
Life Planning Partners, Inc
CLOSED0215-215-100%$229.0K$0-$229.0K2026-10-28
Collective Family Office LLC
CLOSED0214-214-100%$227.9K$0-$227.9K2026-10-05
Fearless Solutions, LLC dba Best Invest
CLOSED0214-214-100%$227.9K$0-$227.9K2026-10-14
Bright Futures Wealth Management, Llc.
CLOSED0213-213-100%$227.1K$0-$227.1K2026-10-23
Corepath Wealth Partners LLC
CLOSED0213-213-100%$201.9K$0-$201.9K2026-10-21
Berman McAleer LLC
CLOSED0211-211-100%$224.7K$0-$224.7K2026-10-16
Urban Wealth Management, LLC
CLOSED0211-211-100%$224.7K$0-$224.7K2026-10-21
Evergreen Advisors, LLC
CLOSED0210-210-100%$224.1K$0-$224.1K2026-10-28
Lee, Kelleher & Klein Wealth Management
CLOSED0209-209-100%$222.6K$0-$222.6K2026-10-08
Triune Financial Partners, LLC
CLOSED0208-208-100%$221.5K$0-$221.5K2026-11-03
SFE Investment Counsel
CLOSED0208-208-100%$221.1K$0-$221.1K2026-10-29
Basso Capital Management, L.P.
CLOSED0208-208-100%$221.5K$0-$221.5K2026-10-30
Mcrae Capital Management Inc
CLOSED0207-207-100%$220.4K$0-$220.4K2026-10-15
ASL Financial, LLC
CLOSED0207-207-100%$220.4K$0-$220.4K2026-10-15
Endeavor Private Wealth, Inc.
CLOSED0206-206-100%$219.5K$0-$219.5K2026-11-05
New Covenant Trust Company, N.A.
CLOSED0205-205-100%$218.3K$0-$218.3K2026-10-08
Eagle Strategies LLC
CLOSED0205-205-100%$218.2K$0-$218.2K2026-10-16
Neumann Capital Management, LLC
CLOSED0203-203-100%$216.2K$0-$216.2K2026-10-15
Blue Fin Capital, Inc.
CLOSED0202-202-100%$215.1K$0-$215.1K2026-10-28
Penney Financial, LLC
CLOSED0202-202-100%$214.7K$0-$214.7K2026-10-20
Seros Financial, LLC
CLOSED0201-201-100%$214.0K$0-$214.0K2026-10-21
Sonata Capital Group Inc
CLOSED0200-200-100%$213.0K$0-$213.0K2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED0200-200-100%$213.0K$0-$213.0K2026-10-16
TriaGen Wealth Management LLC
CLOSED0200-200-100%$213.0K$0-$213.0K2026-10-14
Sentinel Advisory Group, LLC
CLOSED0200-200-100%$213.0K$0-$213.0K2026-10-20
Lawson Kroeker Investment Management Inc
CLOSED0200-200-100%$213.0K$0-$213.0K2026-10-22
NBZ Investment Advisors LLC
CLOSED0200-200-100%$213.0K$0-$213.0K2026-10-30
J.M. Arbour, LLC
CLOSED0200-200-100%$213.4K$0-$213.4K2026-11-05
Flagstone Financial Management
CLOSED0200-200-100%$213.0K$0-$213.0K2026-11-05
Single Point Partners, LLC
CLOSED0200-200-100%$213.0K$0-$213.0K2026-10-19
Farrow Financial, Inc.
CLOSED0200-200-100%$213.0K$0-$213.0K2026-10-30
Ballast Rock Private Wealth LLC
CLOSED0200-200-100%$213.0K$0-$213.0K2026-10-26
Crumly & Associates Inc.
CLOSED0199-199-100%$211.9K$0-$211.9K2026-10-07
FWG Investments, Llc.
CLOSED0197-197-100%$210.2K$0-$210.2K2026-11-03
Pettinga Financial Advisors LLC
CLOSED0196-196-100%$208.7K$0-$208.7K2026-10-13
Johnson & White Wealth Management, LLC
CLOSED0196-196-100%$208.7K$0-$208.7K2026-11-03
Cornerstone Wealth Advisors, Inc.
CLOSED0196-196-100%$208.7K$0-$208.7K2026-10-16
True Blue Financial, LLC
CLOSED0196-196-100%$208.8K$0-$208.8K2026-10-15
Sprinkle Financial Consultants LLC
CLOSED0195-195-100%$207.7K$0-$207.7K2026-10-09
Riverwater Partners LLC
CLOSED0195-195-100%$207.7K$0-$207.7K2026-11-03
Morling Financial Advisors, LLC
CLOSED0195-195-100%$207.7K$0-$207.7K2026-10-28
Continuum Wealth Advisors, LLC
CLOSED0195-195-100%$207.7K$0-$207.7K2026-10-20
Snider Financial Group
CLOSED0193-193-100%$205.1K$0-$205.1K2026-10-16
Elevated Financial Group LLC
CLOSED0193-193-100%$205.4K$0-$205.4K2026-10-16
J2 Capital Management Inc
CLOSED0192-192-100%$204.5K$0-$204.5K2026-10-19
Ddfg, Inc
CLOSED0191-191-100%$203.4K$0-$203.4K2026-10-15
Stage Harbor Financial, LLC
CLOSED0191-191-100%$203.4K$0-$203.4K2026-11-03
Willis Johnson Wealth, Inc.
CLOSED0190-190-100%$202.8K$0-$202.8K2026-11-03
PUREfi Wealth, LLC
CLOSED0190-190-100%$202.3K$0-$202.3K2026-10-19
Gutierrez Wealth Advisory, LLC
CLOSED0190-190-100%$202.5K$0-$202.5K2026-11-02
Sage Capital Management, LLC
CLOSED0190-190-100%$202.5K$0-$202.5K2026-10-20
Bullseye Investment Management, LLC
CLOSED0145-145-100%$154.4K$0-$154.4K2026-10-29
Robinswood Financial LLC
CLOSED0124-124-100%$132.9K$0-$132.9K2026-10-20
Commonwealth Retirement Investments LLC
CLOSED0123-123-100%$130.8K$0-$130.8K2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED0107-107-100%$114.0K$0-$114.0K2026-10-29
Evergreen Private Wealth LLC
CLOSED0104-104-100%$110.8K$0-$110.8K2026-10-30
Summit Securities Group LLC
CLOSED088-88-100%$93.7K$0-$93.7K2026-11-05
Ramsey Quantitative Systems
CLOSED045-45-100%$47.9K$0-$47.9K2026-10-22
Gill Capital Partners, LLC
CLOSED040-40-100%$42.6K$0-$42.6K2026-10-13
Stone House Investment Management, LLC
CLOSED039-39-100%$41.5K$0-$41.5K2026-10-23
Decker Retirement Planning Inc.
CLOSED027-27-100%$28.8K$0-$28.8K2026-10-19
Islay Capital Management, LLC
CLOSED08-8-100%$8.5K$0-$8.5K2026-10-20
Whipplewood Advisors, LLC
CLOSED07-7-100%$7.5K$0-$7.5K2026-10-20
Blue Line Capital, LLC / IL
CLOSED05-5-100%$5.3K$0-$5.3K2026-11-04
Prudent Man Advisors, LLC
UNCHANGED000—$723.4K$550.8K-$172.6K2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.5M$1.3M-$232.1K2026-10-29
BlackRock, Inc.
N/A—37,991,505-37,991,505-100%$40.5B———
State Street Corp
N/A—34,392,316-34,392,316-100%$36.6B———
Vanguard Capital Management LLC
N/A—30,077,764-30,077,764-100%$32.0B———
State Farm Mutual Automobile Insurance Co
N/A—14,509,304-14,509,304-100%$15.5B———
Vanguard Portfolio Management LLC
N/A—12,026,244-12,026,244-100%$12.8B———
Geode Capital Management, LLC
N/A—11,175,493-11,175,493-100%$11.9B———
Fisher Asset Management, LLC
N/A—9,942,521-9,942,521-100%$10.6B———
Morgan Stanley
N/A—7,504,426-7,504,426-100%$8.0B———
JPMorgan Chase & Co
N/A—7,325,731-7,325,731-100%$7.6B———
Gates Foundation Trust
N/A—6,353,614-6,353,614-100%$6.8B———
Price T Rowe Associates Inc
N/A—6,171,628-6,171,628-100%$6.6B———
FMR LLC
N/A—5,781,969-5,781,969-100%$6.2B———
Northern Trust Corp
N/A—5,664,155-5,664,155-100%$6.0B———
Bank of America Corp
N/A—5,463,565-5,463,565-100%$5.8B———
Goldman Sachs Group Inc
N/A—3,570,493-3,570,493-100%$3.8B———
Charles Schwab Investment Management Inc
N/A—3,322,782-3,322,782-100%$3.5B———
Invesco Ltd.
N/A—3,284,093-3,284,093-100%$3.5B———
UBS Asset Management Americas LLC
N/A—3,153,638-3,153,638-100%$3.4B———
Capital World Investors
N/A—3,060,432-3,060,432-100%$3.3B———
Vanguard Fiduciary Trust Co
N/A—2,645,238-2,645,238-100%$2.8B———
Legal & General Group Plc
N/A—2,613,814-2,613,814-100%$2.8B———
Nuveen, LLC
N/A—2,600,359-2,600,359-100%$2.8B———
Royal Bank of Canada
N/A—2,252,264-2,252,264-100%$2.4B———
Capital Research Global Investors
N/A—2,198,729-2,198,729-100%$2.3B———
Wells Fargo & Company
N/A—2,118,690-2,118,690-100%$2.3B———
Amundi
N/A—2,062,345-2,062,345-100%$2.2B———
Massachusetts Financial Services Co
N/A—1,748,257-1,748,257-100%$1.9B———
UBS Group AG
N/A—1,700,215-1,700,215-100%$1.8B———
Capital International Investors
N/A—1,450,769-1,450,769-100%$1.5B———
Voya Investment Management LLC
N/A—1,377,043-1,377,043-100%$1.5B———
Deutsche Bank Ag\
N/A—1,364,014-1,364,014-100%$1.5B———
Swiss National Bank
N/A—1,312,380-1,312,380-100%$1.4B———
Capital Wealth Planning, LLC
N/A—1,197,856-1,197,856-100%$1.3B———
LPL Financial LLC
N/A—1,182,150-1,182,150-100%$1.3B———
Wellington Management Group LLP
N/A—1,144,800-1,144,800-100%$1.2B———
Raymond James Financial Inc
N/A—1,055,701-1,055,701-100%$1.1B———
National Pension Service
N/A—1,010,122-1,010,122-100%$1.1B———
Vanguard Global Advisers, LLC
N/A—993,341-993,341-100%$1.1B———
California Public Employees Retirement System
N/A—965,570-965,570-100%$1.0B———
HSBC Holdings PLC
N/A—940,436-940,436-100%$1.0B———
Ameriprise Financial Inc
N/A—934,284-934,284-100%$995.0M———
Barclays PLC
N/A—917,019-917,019-100%$976.5M———
Canada Pension Plan Investment Board
N/A—907,030-907,030-100%$965.9M———
Alliancebernstein L.P.
N/A—876,982-876,982-100%$621.3M———
Primecap Management Co
N/A—871,700-871,700-100%$928.3M———
Franklin Resources Inc
N/A—843,713-843,713-100%$898.5M———
Vanguard Asset Management, Ltd
N/A—834,999-834,999-100%$889.2M———
Rhumbline Advisers
N/A—814,357-814,357-100%$867.2M———
Neuberger Berman Group LLC
N/A—810,361-810,361-100%$862.3M———
Bank of Montreal
N/A—714,120-714,120-100%$760.5M———
California State Teachers Retirement System
N/A—701,786-701,786-100%$747.3M———
BNP Paribas Financial Markets
N/A—685,740-685,740-100%$730.2M———
Stifel Financial Corp
N/A—591,099-591,099-100%$629.5M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—577,808-577,808-100%$615.3M———
HighTower Advisors, LLC
N/A—564,930-564,930-100%$601.6M———
Aberdeen Group plc
N/A—546,048-546,048-100%$581.5M———
Bessemer Group Inc
N/A—538,696-538,696-100%$573.7M———
New York State Common Retirement Fund
N/A—527,804-527,804-100%$562.1M———
Prudential Financial Inc
N/A—526,085-526,085-100%$560.2M———
American Century Companies Inc
N/A—512,935-512,935-100%$546.2M———
CIBC Bancorp USA Inc.
N/A—511,515-511,515-100%$544.9M———
AQR Capital Management LLC
N/A—505,020-505,020-100%$533.2M———
TD Asset Management Inc
N/A—501,053-501,053-100%$533.6M———
Victory Capital Management Inc
N/A—481,112-481,112-100%$512.3M———
Schroder Investment Management Group
N/A—454,925-454,925-100%$484.4M———
Aviva PLC
N/A—425,977-425,977-100%$453.6M———
Natixis Advisors, LLC
N/A—415,152-415,152-100%$442.1M———
State Board of Administration of Florida Retirement System
N/A—390,457-390,457-100%$415.8M———
Eurizon Capital SGR S.p.A.
N/A—382,287-382,287-100%$404.2M———
Envestnet Asset Management Inc
N/A—370,141-370,141-100%$394.2M———
Adage Capital Partners GP, L.L.C.
N/A—367,704-367,704-100%$391.6M———
Nomura Asset Management Co LTD
N/A—361,458-361,458-100%$384.9M———
Quantinno Capital Management LP
N/A—358,789-358,789-100%$382.1M———
Citadel Advisors LLC
N/A—355,861-355,861-100%$379.0M———
Winslow Capital Management, LLC
N/A—350,774-350,774-100%$373.5M———
Korea Investment Corp
N/A—337,463-337,463-100%$359.4M———
PNC Financial Services Group, Inc.
N/A—336,898-336,898-100%$358.8M———
Canada Life Assurance Co
N/A—324,751-324,751-100%$345.3M———
Osaic Holdings, Inc.
N/A—310,135-310,135-100%$330.6M———
Mariner, LLC
N/A—308,771-308,771-100%$328.8M———
Jones Financial Companies Lllp
N/A—307,274-307,274-100%$306.7M———
Manufacturers Life Insurance Company, the
N/A—306,110-306,110-100%$326.0M———
Baird Financial Group, Inc.
N/A—300,443-300,443-100%$319.9M———
Rockefeller Capital Management L.P.
N/A—298,639-298,639-100%$318.0M———
Bank of Nova Scotia
N/A—294,412-294,412-100%$313.5M———
Cetera Investment Advisers
N/A—292,059-292,059-100%$311.0M———
SEI Investments Co
N/A—290,919-290,919-100%$309.8M———
Zacks Investment Management
N/A—285,444-285,444-100%$304.0M———
Focus Partners Wealth
N/A—285,159-285,159-100%$303.6M———
Janney Montgomery Scott LLC
N/A—284,923-284,923-100%$303.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—281,908-281,908-100%$294.5M———
Cerity Partners LLC
N/A—279,238-279,238-100%$297.3M———
Commerce Bank
N/A—270,388-270,388-100%$287.9M———
Nordea Investment Management AB
N/A—264,718-264,718-100%$282.6M———
FIL Ltd
N/A—264,010-264,010-100%$281.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—256,848-256,848-100%$273.5M———
Allianz Asset Management GmbH
N/A—254,402-254,402-100%$270.9M———
SG Americas Securities, LLC
N/A—252,162-252,162-100%$268.5M———
State of Wisconsin Investment Board
N/A—248,082-248,082-100%$264.2M———
Danske Bank A/S
N/A—244,864-244,864-100%$260.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—244,746-244,746-100%$260.6M———
Royal London Asset Management LTD
N/A—243,317-243,317-100%$259.1M———
National Bank of Canada
N/A—242,726-242,726-100%$258.3M———
Captrust Financial Advisors
N/A—236,355-236,355-100%$251.7M———
Russell Investments Group, Ltd.
N/A—235,664-235,664-100%$250.2M———
Jane Street Group, LLC
N/A—234,892-234,892-100%$250.1M———
Bollard Group LLC
N/A—234,170-234,170-100%$249.4M———
Tidal Investments LLC
N/A—228,796-228,796-100%$243.6M———
Ensign Peak Advisors, Inc
N/A—227,255-227,255-100%$242.0M———
Chevy Chase Trust Holdings, LLC
N/A—226,408-226,408-100%$241.1M———
Vanguard Investments Australia, Ltd.
N/A—222,477-222,477-100%$236.9M———
NewEdge Advisors, LLC
N/A—212,215-212,215-100%$226.0M———
Rathbones Group PLC
N/A—211,108-211,108-100%$224.8M———
Menora Mivtachim Holdings Ltd.
N/A—207,500-207,500-100%$221.0M———
Susquehanna International Group, LLP
N/A—207,310-207,310-100%$220.8M———
Handelsbanken Fonder AB
N/A—205,152-205,152-100%$218.5M———
Treasurer of the State of North Carolina
N/A—199,374-199,374-100%$212.3M———
M&T Bank Corp
N/A—196,206-196,206-100%$208.9M———
1832 Asset Management L.P.
N/A—194,962-194,962-100%$207.6M———
Toronto Dominion Bank
N/A—193,657-193,657-100%$206.2M———
AustralianSuper Pty Ltd
N/A—189,616-189,616-100%$201.9M———
Teacher Retirement System of Texas
N/A—189,582-189,582-100%$201.9M———
Mercer Global Advisors Inc
N/A—189,337-189,337-100%$201.6M———
Sequoia Financial Advisors, LLC
N/A—188,272-188,272-100%$200.5M———
Northwestern Mutual Wealth Management Co
N/A—180,921-180,921-100%$192.7M———
Public Employees Retirement Association of Colorado
N/A—180,688-180,688-100%$192.4M———
Fayez Sarofim & Co
N/A—179,790-179,790-100%$191.5M———
Public Employees Retirement System of Ohio
N/A—179,718-179,718-100%$191.4M———
Atalanta Sosnoff Capital, LLC
N/A—176,008-176,008-100%$187.4M———
Westfield Capital Management Co LP
N/A—174,620-174,620-100%$186.0M———
Two Sigma Investments, LP
N/A—171,574-171,574-100%$182.7M———
Empower Advisory Group, LLC
N/A—171,332-171,332-100%$182.5M———
Polar Capital Holdings Plc
N/A—167,175-167,175-100%$178.0M———
CIBC World Market Inc.
N/A—161,547-161,547-100%$172.0M———
State of Tennessee, Department of Treasury
N/A—161,321-161,321-100%$171.8M———
BNP Paribas Asset Management Holding S.A.
N/A—156,246-156,246-100%$166.4M———
First Trust Advisors LP
N/A—154,020-154,020-100%$164.0M———
Nykredit A/S
N/A—152,708-152,708-100%$162.6M———
Tredje Ap-fonden
N/A—144,911-144,911-100%$154.3M———
Resona Asset Management Co.,Ltd.
N/A—140,484-140,484-100%$148.6M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—139,794-139,794-100%$148.9M———
Zurich Insurance Group Ltd
N/A—138,646-138,646-100%$147.6M———
Mediolanum International Funds Ltd
N/A—136,412-136,412-100%$140.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—134,492-134,492-100%$143.2M———
MML Investors Services, LLC
N/A—134,132-134,132-100%$142.8M———
Banco Santander, S.A.
N/A—133,742-133,742-100%$142.4M———
Huntington National Bank
N/A—132,993-132,993-100%$141.6M———
Acadian Asset Management LLC
N/A—127,025-127,025-100%$135.3M———
Lazard Asset Management LLC
N/A—126,876-126,876-100%$135.1M———
D. E. Shaw & Co., Inc.
N/A—124,461-124,461-100%$132.5M———
O'shaughnessy Asset Management, LLC
N/A—124,100-124,100-100%$132.2M———
Sanctuary Advisors, LLC
N/A—123,693-123,693-100%$131.7M———
MetLife Investment Management, LLC
N/A—123,114-123,114-100%$131.1M———
Worldquant Millennium Advisors LLC
N/A—122,579-122,579-100%$130.5M———
Blair William & Co
N/A—121,522-121,522-100%$129.4M———
Nomura Holdings Inc
N/A—120,838-120,838-100%$128.7M———
Caisse de Depot ET Placement DU Quebec
N/A—119,896-119,896-100%$127.7M———
Jupiter Topco LLC
N/A—119,462-119,462-100%$127.2M———
Balyasny Asset Management L.P.
N/A—119,098-119,098-100%$126.8M———
Employees Retirement System of Texas
N/A—114,114-114,114-100%$121.5M———
&partners
N/A—110,167-110,167-100%$117.6M———
Jennison Associates LLC
N/A—109,244-109,244-100%$116.3M———
QRG Capital Management, Inc.
N/A—108,049-108,049-100%$115.1M———
Gotham Asset Management, LLC
N/A—105,101-105,101-100%$111.9M———
Capital Fund Management S.A.
N/A—104,146-104,146-100%$110.9M———
Clark Capital Management Group, Inc.
N/A—101,595-101,595-100%$108.2M———
Bradley Foster & Sargent Inc
N/A—100,822-100,822-100%$107.4M———
Woodline Partners LP
N/A—100,798-100,798-100%$107.3M———
Paralel Advisors LLC
N/A—100,000-100,000-100%$106.5M———
Wesleyan Assurance Society
N/A—99,679-99,679-100%$106.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—98,218-98,218-100%$104.1M———
Van Eck Associates Corp
N/A—97,286-97,286-100%$103.6M———
Brown Advisory Inc
N/A—96,807-96,807-100%$103.1M———
Gabelli Funds LLC
N/A—96,182-96,182-100%$102.4M———
Pinebridge Investments LLC
N/A—95,344-95,344-100%$101.5M———
RWA Wealth Partners, LLC
N/A—94,652-94,652-100%$100.8M———
Waverly Advisors, LLC
N/A—94,324-94,324-100%$100.4M———
S&CO Inc
N/A—94,076-94,076-100%$100.2M———
OFI Invest Asset Management
N/A—93,536-93,536-100%$87.7M———
Cresset Asset Management, LLC
N/A—91,417-91,417-100%$97.4M———
Capital International, Inc.
N/A—90,941-90,941-100%$96.8M———
Beacon Pointe Advisors, LLC
N/A—90,687-90,687-100%$96.6M———
Steward Partners Investment Advisory, LLC
N/A—86,006-86,006-100%$91.6M———
Walleye Capital LLC
N/A—85,858-85,858-100%$91.4M———
Vanguard Personalized Indexing Management, LLC
N/A—84,762-84,762-100%$90.3M———
Federation des caisses Desjardins du Quebec
N/A—84,327-84,327-100%$89.8M———
Macquarie Group LTD
N/A—83,172-83,172-100%$88.5M———
Nomura Asset Management International Inc.
N/A—82,481-82,481-100%$87.8M———
Allworth Financial LP
N/A—79,655-79,655-100%$84.8M———
Tocqueville Asset Management L.P.
N/A—79,281-79,281-100%$84.4M———
Clearstead Advisors, LLC
N/A—77,286-77,286-100%$82.3M———
Wealthfront Advisers LLC
N/A—76,480-76,480-100%$81.4M———
Commerzbank Aktiengesellschaft
N/A—75,042-75,042-100%$79.9M———
Public Sector Pension Investment Board
N/A—74,176-74,176-100%$79.0M———
Varma Mutual Pension Insurance Co
N/A—74,116-74,116-100%$78.9M———
Empowered Funds, LLC
N/A—72,272-72,272-100%$77.0M———
British Columbia Investment Management Corp
N/A—69,783-69,783-100%$74.3M———
Credit Agricole S A
N/A—69,299-69,299-100%$73.8M———
Utah Retirement Systems
N/A—68,969-68,969-100%$73.4M———
Advisors Capital Management, LLC
N/A—68,734-68,734-100%$73.2M———
Pathstone Holdings, LLC
N/A—68,433-68,433-100%$73.1M———
Police & Firemen's Retirement System of New Jersey
N/A—68,246-68,246-100%$72.7M———
UMB Bank, n.a.
N/A—68,125-68,125-100%$72.5M———
Ausdal Financial Partners, Inc.
N/A—67,574-67,574-100%$72.0M———
Marco Investment Management LLC
N/A—67,255-67,255-100%$71.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—65,500-65,500-100%$69.8M———
Private Advisor Group, LLC
N/A—65,219-65,219-100%$69.5M———
MAI Capital Management
N/A—65,076-65,076-100%$69.3M———
Peapack Gladstone Financial Corp
N/A—64,086-64,086-100%$68.2M———
Nissay Asset Management Corp N
N/A—63,656-63,656-100%$67.8M———
Scotia Capital Inc.
N/A—63,204-63,204-100%$67.3M———
Artisan Partners Limited Partnership
N/A—62,605-62,605-100%$66.7M———
Main Street Research LLC
N/A—61,759-61,759-100%$65.8M———
Ossiam
N/A—61,630-61,630-100%$65.6M———
CSM Advisors, LLC
N/A—60,087-60,087-100%$64.0M———
Blackhill Capital Inc
N/A—59,500-59,500-100%$63.4M———
Aptus Capital Advisors, LLC
N/A—58,020-58,020-100%$61.8M———
Fiduciary Trust Co
N/A—57,923-57,923-100%$61.7M———
Pinnacle Financial Partners, Inc.
N/A—57,226-57,226-100%$60.9M———
Stephens Inc
N/A—56,857-56,857-100%$60.5M———
TCW Group Inc
N/A—56,805-56,805-100%$60.5M———
USS Investment Management Ltd
N/A—56,034-56,034-100%$59.6M———
ARK Investment Management LLC
N/A—56,008-56,008-100%$59.6M———
HM Payson & Co
N/A—56,006-56,006-100%$59.6M———
Groupe la Francaise
N/A—55,840-55,840-100%$59.0M———
Federated Hermes, Inc.
N/A—55,734-55,734-100%$59.4M———
AE Wealth Management LLC
N/A—55,707-55,707-100%$59.3M———
Investment Management Corp of Ontario
N/A—54,182-54,182-100%$57.7M———
Delta Asset Management LLC
N/A—53,594-53,594-100%$57.1M———
Marshall Wace, LLP
N/A—51,689-51,689-100%$55.0M———
Vident Advisory, LLC
N/A—50,496-50,496-100%$53.8M———
VAN Lanschot Kempen Investment Management N.V.
N/A—50,195-50,195-100%$53.5M———
Savant Capital, LLC
N/A—49,781-49,781-100%$52.8M———
Allstate Corp
N/A—49,013-49,013-100%$52.2M———
Merit Financial Group, LLC
N/A—48,985-48,985-100%$52.2M———
Baker Avenue Asset Management, LP
N/A—48,161-48,161-100%$51.3M———
Natixis
N/A—47,798-47,798-100%$50.9M———
CTC LLC
N/A—47,638-47,638-100%$50.7M———
Guggenheim Capital LLC
N/A—47,405-47,405-100%$50.5M———
Dakota Wealth Management
N/A—47,042-47,042-100%$50.1M———
Freestone Grove Partners LP
N/A—46,029-46,029-100%$49.0M———
Rafferty Asset Management, LLC
N/A—45,132-45,132-100%$48.1M———
Whittier Trust Co
N/A—45,019-45,019-100%$43.7M———
Orion Porfolio Solutions, LLC
N/A—44,911-44,911-100%$47.8M———
Hamilton Capital Partners Inc.
N/A—44,737-44,737-100%$47.6M———
United Capital Financial Advisors, LLC
N/A—44,175-44,175-100%$47.0M———
CCM Investment Advisers LLC
N/A—43,761-43,761-100%$46.6M———
Arax Advisory Partners
N/A—42,605-42,605-100%$45.3M———
LBP AM SA
N/A—42,175-42,175-100%$44.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—42,119-42,119-100%$44.9M———
Glenmede Trust Co NA
N/A—41,962-41,962-100%$44.7M———
ING Groep NV
N/A—41,292-41,292-100%$44.0M———
Advisory Services Network, LLC
N/A—40,635-40,635-100%$43.3M———
Summit Trail Advisors, LLC
N/A—40,488-40,488-100%$43.1M———
Stillwater Capital Advisors, LLC
N/A—40,469-40,469-100%$43.1M———
Omers Administration Corp
N/A—40,416-40,416-100%$43.0M———
Wharton Business Group, LLC
N/A—40,314-40,314-100%$42.9M———
Rheos Capital Works Inc.
N/A—40,000-40,000-100%$42.6M———
Benjamin Edwards Inc
N/A—39,839-39,839-100%$42.4M———
Callahan Advisors, LLC
N/A—39,578-39,578-100%$42.1M———
Minneapolis Portfolio Management Group, LLC
N/A—39,506-39,506-100%$42.1M———
Dodge & COX
N/A—39,404-39,404-100%$42.0M———
Silvercrest Asset Management Group LLC
N/A—39,240-39,240-100%$41.8M———
Intech Investment Management LLC
N/A—39,037-39,037-100%$41.6M———
Birmingham Capital Management Co Inc
N/A—38,575-38,575-100%$41.1M———
Harbour Investments, Inc.
N/A—37,977-37,977-100%$40.4M———
IEQ Capital, LLC
N/A—37,710-37,710-100%$40.2M———
Summit Financial, LLC
N/A—37,003-37,003-100%$39.4M———
Teachers Retirement System of the State of Kentucky
N/A—36,669-36,669-100%$39.0M———
Panagora Asset Management Inc
N/A—36,548-36,548-100%$38.9M———
Integrated Wealth Concepts LLC
N/A—36,447-36,447-100%$38.8M———
Elo Mutual Pension Insurance Co
N/A—36,253-36,253-100%$38.6M———
Mizuho Securities USA LLC
N/A—36,059-36,059-100%$38.4M———
Pacer Advisors, Inc.
N/A—35,646-35,646-100%$38.0M———
Allianz SE
N/A—35,209-35,209-100%$37.5M———
EP Wealth Advisors, LLC
N/A—34,715-34,715-100%$37.0M———
Daiichi Life Insurance Co., Ltd.
N/A—33,517-33,517-100%$35.7M———
Equitable Holdings, Inc.
N/A—33,278-33,278-100%$35.4M———
Soros Capital Management LLC
N/A—32,800-32,800-100%$34.9M———
Norinchukin Bank, The
N/A—32,691-32,691-100%$34.8M———
Whittier Trust Co of Nevada Inc
N/A—32,644-32,644-100%$30.7M———
SlateStone Wealth, LLC
N/A—32,129-32,129-100%$34.2M———
Independent Advisor Alliance
N/A—31,375-31,375-100%$33.4M———
Freestone Capital Holdings, LLC
N/A—30,915-30,915-100%$32.9M———
Horizon Investments, LLC
N/A—30,577-30,577-100%$32.5M———
Harvest Portfolios Group Inc.
N/A—30,465-30,465-100%$32.4M———
Atlantic Union Bankshares Corp
N/A—30,372-30,372-100%$32.3M———
Telemark Asset Management, LLC
N/A—30,000-30,000-100%$31.9M———
Vinva Investment Management Ltd
N/A—29,344-29,344-100%$30.3M———
Kentucky Retirement Systems
N/A—29,232-29,232-100%$31.1M———
Wealth High Governance Asset Management Ltda.
N/A—28,960-28,960-100%$30.8M———
Dearborn Partners LLC
N/A—28,618-28,618-100%$30.5M———
Trexquant Investment LP
N/A—28,498-28,498-100%$30.3M———
Drexel Morgan & Co.
N/A—27,886-27,886-100%$29.7M———
Erste Asset Management GmbH
N/A—27,844-27,844-100%$28.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—27,092-27,092-100%$28.9M———
Banque Cantonale Vaudoise
N/A—26,812-26,812-100%$28.6M———
Voleon Capital Management LP
N/A—26,520-26,520-100%$28.2M———
Bleakley Financial Group, LLC
N/A—26,321-26,321-100%$28.0M———
MidFirst Bank
N/A—26,232-26,232-100%$27.9M———
Capitolis Liquid Global Markets LLC
N/A—26,208-26,208-100%$27.9M———
Composition Wealth, LLC
N/A—26,010-26,010-100%$27.7M———
Coldstream Capital Management Inc
N/A—25,922-25,922-100%$27.6M———
Simmons Bank
N/A—25,528-25,528-100%$27.2M———
Insigneo Advisory Services, LLC
N/A—25,517-25,517-100%$27.2M———
Shelton Capital Management
N/A—25,395-25,395-100%$27.0M———
Fred Alger Management, LLC
N/A—25,156-25,156-100%$26.8M———
Ameritas Advisory Services, LLC
N/A—25,083-25,083-100%$26.7M———
Symmetry Investments LP
N/A—24,866-24,866-100%$26.5M———
Global Retirement Partners, LLC
N/A—24,854-24,854-100%$26.5M———
Triglav Investments, D.O.O.
N/A—24,550-24,550-100%$26.1M———
DRH Investments, Inc.
N/A—23,767-23,767-100%$25.3M———
Kavar Capital Partners Group, LLC
N/A—23,665-23,665-100%$25.2M———
Stratos Wealth Partners, Ltd.
N/A—23,471-23,471-100%$25.0M———
Outlook Capital Management, LLC
N/A—22,879-22,879-100%$24.4M———
CI Investments Inc.
N/A—22,614-22,614-100%$24.1M———
Cornerstone Advisors, LLC
N/A—22,557-22,557-100%$24.0M———
Rothschild Investment LLC
N/A—22,368-22,368-100%$23.8M———
Squarepoint Ops LLC
N/A—21,914-21,914-100%$23.3M———
Brown Brothers Harriman & Co
N/A—21,850-21,850-100%$23.3M———
Logan Capital Management Inc
N/A—21,573-21,573-100%$23.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—21,249-21,249-100%$22.6M———
Canada Post Corp Registered Pension Plan
N/A—21,147-21,147-100%$22.5M———
Covalis Capital LLP
N/A—20,906-20,906-100%$22.3M———
Focus Partners Advisor Solutions, LLC
N/A—20,887-20,887-100%$22.2M———
Mutual Advisors, LLC
N/A—20,683-20,683-100%$22.0M———
Davis R M Inc
N/A—20,552-20,552-100%$21.9M———
Howe & Rusling Inc
N/A—20,530-20,530-100%$21.9M———
Knuff & Co LLC
N/A—20,482-20,482-100%$21.8M———
Arkadios Wealth Advisors
N/A—20,184-20,184-100%$21.5M———
Silver OAK Securities, Incorporated
N/A—20,176-20,176-100%$21.5M———
Cary Street Partners Financial LLC
N/A—20,143-20,143-100%$21.5M———
Callan Family Office, LLC
N/A—20,108-20,108-100%$21.4M———
Summitry LLC
N/A—19,781-19,781-100%$21.1M———
RiverFront Investment Group, LLC
N/A—19,726-19,726-100%$21.0M———
Night Squared LP
N/A—19,709-19,709-100%$21.0M———
Westend Capital Management, LLC
N/A—19,631-19,631-100%$20.9M———
Empirical Finance, LLC
N/A—19,601-19,601-100%$20.9M———
Principal Securities, Inc.
N/A—19,564-19,564-100%$20.8M———
OneDigital Investment Advisors LLC
N/A—19,425-19,425-100%$20.7M———
German American Bancorp, Inc.
N/A—19,252-19,252-100%$20.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—19,036-19,036-100%$20.3M———
Castleark Management LLC
N/A—18,980-18,980-100%$20.2M———
Flputnam Investment Management Co
N/A—18,961-18,961-100%$20.2M———
Cannell & Spears LLC
N/A—18,543-18,543-100%$19.7M———
Spinnaker Trust
N/A—18,302-18,302-100%$19.5M———
EagleClaw Capital Managment, LLC
N/A—18,255-18,255-100%$19.4M———
Metis Global Partners, LLC
N/A—18,213-18,213-100%$19.4M———
Caprock Group, LLC
N/A—18,206-18,206-100%$19.4M———
Mairs & Power Inc
N/A—18,102-18,102-100%$19.3M———
Mufg Securities Emea plc
N/A—18,028-18,028-100%$19.2M———
BLI - Banque de Luxembourg Investments
N/A—17,771-17,771-100%$18.4M———
Kingsview Wealth Management, LLC
N/A—17,751-17,751-100%$18.9M———
Pure Financial Advisors, LLC
N/A—17,678-17,678-100%$18.8M———
Members Trust Co
N/A—17,672-17,672-100%$18.8M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—17,584-17,584-100%$18.7M———
Hantz Financial Services, Inc.
N/A—17,503-17,503-100%$18.6M———
Kiley Juergens Wealth Management, LLC
N/A—17,239-17,239-100%$18.4M———
Roundview Capital LLC
N/A—16,916-16,916-100%$18.0M———
Capital International Sarl
N/A—16,915-16,915-100%$18.0M———
Compass Capital Management, Inc
N/A—16,886-16,886-100%$18.0M———
Shelter Mutual Insurance Co
N/A—16,740-16,740-100%$17.8M———
Picton Mahoney Asset Management
N/A—16,651-16,651-100%$17.7M———
Barometer Capital Management Inc.
N/A—16,632-16,632-100%$17.7M———
Nicolet Bankshares Inc
N/A—16,554-16,554-100%$17.1M———
Meeder Advisory Services, Inc.
N/A—16,401-16,401-100%$17.5M———
Stock Yards Bank & Trust Co
N/A—16,400-16,400-100%$17.5M———
Advisors Asset Management, Inc.
N/A—16,392-16,392-100%$17.5M———
Moors & Cabot, Inc.
N/A—16,267-16,267-100%$17.3M———
MainStreet Investment Advisors LLC
N/A—16,262-16,262-100%$17.3M———
Geneos Wealth Management Inc.
N/A—16,196-16,196-100%$17.2M———
Level Four Advisory Services, LLC
N/A—16,168-16,168-100%$17.2M———
SIH Partners, Lllp
N/A—16,098-16,098-100%$17.1M———
Scopus Asset Management, L.P.
N/A—15,921-15,921-100%$17.0M———
Paradiem, LLC
N/A—15,910-15,910-100%$16.9M———
Fidelis Capital Partners, LLC
N/A—15,894-15,894-100%$16.9M———
F/m Investments LLC
N/A—15,836-15,836-100%$16.9M———
First American Trust, FSB
N/A—15,826-15,826-100%$16.9M———
Texas Capital Bank Wealth Management Services Inc
N/A—15,788-15,788-100%$16.8M———
Colonial Trust Advisors
N/A—15,594-15,594-100%$16.6M———
Holderness Investments Co
N/A—15,293-15,293-100%$16.3M———
Aventail Capital Group, LP
N/A—15,150-15,150-100%$16.1M———
Leavell Investment Management, Inc.
N/A—15,137-15,137-100%$16.1M———
Covington Investment Advisors Inc.
N/A—15,115-15,115-100%$16.1M———
L & S Advisors Inc
N/A—15,032-15,032-100%$16.0M———
RBF Capital, LLC
N/A—15,000-15,000-100%$16.0M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—15,000-15,000-100%$16.0M———
Siemens Fonds Invest GmbH
N/A—14,972-14,972-100%$15.9M———
SageGuard Financial Group, LLC
N/A—14,886-14,886-100%$15.9M———
Northwestern Mutual Investment Management Company, LLC
N/A—14,768-14,768-100%$15.7M———
Diversified Trust Co
N/A—14,725-14,725-100%$15.7M———
Community Bank, N.A.
N/A—14,696-14,696-100%$15.6M———
JAG Capital Management, LLC
N/A—14,583-14,583-100%$15.5M———
Connors Investor Services Inc
N/A—14,316-14,316-100%$15.2M———
FAS Wealth Partners, Inc.
N/A—14,293-14,293-100%$15.2M———
Vestcor Inc
N/A—14,111-14,111-100%$15.0M———
Great Lakes Advisors, LLC
N/A—14,041-14,041-100%$15.0M———
OneAscent Financial Services LLC
N/A—14,029-14,029-100%$14.9M———
LOS Angeles Capital Management LLC
N/A—13,966-13,966-100%$14.9M———
Mufg Securities Americas Inc.
N/A—13,873-13,873-100%$14.8M———
Bellars Harris Wealth Management, LLC
N/A—13,845-13,845-100%$14.7M———
Private Wealth Asset Management, LLC
N/A—13,783-13,783-100%$14.7M———
Caisse DES Depots ET Consignations
N/A—13,701-13,701-100%$14.6M———
Sandhill Capital Partners LLC
N/A—13,642-13,642-100%$14.5M———
Savvy Advisors, Inc.
N/A—13,373-13,373-100%$14.2M———
Mathes Company, Inc.
N/A—13,349-13,349-100%$14.2M———
Eventide Asset Management, LLC
N/A—13,306-13,306-100%$13.8M———
Blue Edge Capital, LLC
N/A—13,179-13,179-100%$14.0M———
Heritage Trust Co
N/A—13,071-13,071-100%$13.9M———
HighPoint Advisor Group LLC
N/A—13,062-13,062-100%$13.9M———
Cvfg LLC
N/A—13,060-13,060-100%$13.9M———
Hilton Capital Management, LLC
N/A—13,044-13,044-100%$13.9M———
Johnson Investment Counsel Inc
N/A—12,898-12,898-100%$13.7M———
FourThought Financial Partners, LLC
N/A—12,863-12,863-100%$13.7M———
New Age Alpha Advisors, LLC
N/A—12,824-12,824-100%$13.7M———
WCG Wealth Advisors LLC
N/A—12,808-12,808-100%$13.6M———
Foster & Motley Inc
N/A—12,614-12,614-100%$13.4M———
Lombard Odier Asset Management (Switzerland) SA
N/A—12,545-12,545-100%$13.4M———
Seascape Capital Management
N/A—12,510-12,510-100%$13.3M———
Argent Trust Co
N/A—12,510-12,510-100%$13.3M———
Barbara Oil Co.
N/A—12,500-12,500-100%$13.3M———
Palmer Knight Co
N/A—12,433-12,433-100%$13.2M———
Essex Financial Services, Inc.
N/A—12,363-12,363-100%$13.2M———
Resolute Wealth Strategies, LLC
N/A—12,273-12,273-100%$13.1M———
Securian Asset Management, Inc
N/A—12,239-12,239-100%$10.8M———
Faithward Advisors, LLC
N/A—12,237-12,237-100%$13.0M———
Prudential PLC
N/A—12,221-12,221-100%$13.0M———
Groupama Asset Managment
N/A—12,166-12,166-100%$12.7M———
First National Bank of Omaha
N/A—12,159-12,159-100%$12.7M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—12,131-12,131-100%$12.9M———
Meeder Asset Management Inc
N/A—12,126-12,126-100%$12.9M———
Spartan Wealth Advisory Services LLC
N/A—12,069-12,069-100%$12.9M———
Johnson Financial Group, Inc.
N/A—12,010-12,010-100%$12.8M———
Anchor Investment Management, LLC
N/A—11,863-11,863-100%$12.6M———
JPL Wealth Management, LLC
N/A—11,851-11,851-100%$12.6M———
Rice Partnership, LLC
N/A—11,776-11,776-100%$12.5M———
BW Gestao de Investimentos Ltda.
N/A—11,720-11,720-100%$12.5M———
Hodges Capital Management Inc.
N/A—11,697-11,697-100%$12.5M———
Hayek Kallen Investment Management
N/A—11,607-11,607-100%$12.4M———
Webster Bank, N. A.
N/A—11,566-11,566-100%$12.3M———
Moneta Group Investment Advisors LLC
N/A—11,439-11,439-100%$12.2M———
Zhang Financial LLC
N/A—11,361-11,361-100%$12.1M———
Modern Wealth Management, LLC
N/A—11,141-11,141-100%$11.9M———
Hudson Bay Capital Management LP
N/A—11,120-11,120-100%$11.8M———
Advisors Preferred, LLC
N/A—11,056-11,056-100%$10.7M———
Wealth High Governance Capital Ltda
N/A—11,040-11,040-100%$11.8M———
Denali Advisors LLC
N/A—11,035-11,035-100%$11.8M———
Mission Creek Capital Partners, Inc.
N/A—11,034-11,034-100%$11.7M———
PFG Investments, LLC
N/A—10,845-10,845-100%$11.5M———
Truvestments Capital LLC
N/A—10,677-10,677-100%$11.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—10,625-10,625-100%$11.3M———
Great Valley Advisor Group, Inc.
N/A—10,533-10,533-100%$11.2M———
IHT Wealth Management, LLC
N/A—10,497-10,497-100%$11.2M———
Pinnacle Holdings, LLC
N/A—10,494-10,494-100%$11.2M———
Modus Advisors, LLC
N/A—10,481-10,481-100%$11.2M———
World Investment Advisors
N/A—10,424-10,424-100%$7.6M———
CreativeOne Wealth, LLC
N/A—10,352-10,352-100%$11.0M———
Snowden Capital Advisors LLC
N/A—10,350-10,350-100%$11.0M———
Clearbridge Investments, LLC
N/A—10,346-10,346-100%$11.0M———
Smith, Moore & Co.
N/A—10,324-10,324-100%$11.0M———
Lifeworks Advisors, LLC
N/A—10,297-10,297-100%$11.0M———
Boyd Watterson Asset Management LLC
N/A—10,281-10,281-100%$10.9M———
Vestmark Advisory Solutions, Inc.
N/A—10,211-10,211-100%$10.9M———
Trajan Wealth LLC
N/A—10,201-10,201-100%$10.9M———
Oddo BHF Asset Management SAS
N/A—10,142-10,142-100%$10.8M———
ABN Amro Bank N.V.
N/A—10,130-10,130-100%$10.7M———
NorthRock Partners, LLC
N/A—10,121-10,121-100%$10.8M———
Ramirez Asset Management, Inc.
N/A—10,110-10,110-100%$10.8M———
Whalerock Point Partners, LLC
N/A—10,057-10,057-100%$10.7M———
HBK Sorce Advisory LLC
N/A—10,048-10,048-100%$8.8M———
Naviter Wealth, LLC
N/A—10,011-10,011-100%$10.7M———
Asset Management Group, Inc.
N/A—10,005-10,005-100%$10.7M———
Dkrt Investments Corp.
N/A—10,000-10,000-100%$10.6M———
Ibex Wealth Advisors
N/A—9,965-9,965-100%$10.6M———
Jaffetilchin Investment Partners, LLC
N/A—9,942-9,942-100%$10.6M———
Fox Hill Wealth Management
N/A—9,832-9,832-100%$10.5M———
River Wealth Advisors LLC
N/A—9,782-9,782-100%$10.4M———
Thoroughbred Financial Services, LLC
N/A—9,769-9,769-100%$10.4M———
Sound View Wealth Advisors Group, LLC
N/A—9,741-9,741-100%$10.4M———
Envestnet Portfolio Solutions, Inc.
N/A—9,691-9,691-100%$10.3M———
IFG Advisory, LLC
N/A—9,630-9,630-100%$10.3M———
Curi Capital, LLC
N/A—9,620-9,620-100%$10.2M———
Walleye Trading LLC
N/A—9,613-9,613-100%$10.2M———
Twin Capital Management Inc
N/A—9,594-9,594-100%$10.2M———
Liontrust Investment Partners LLP
N/A—9,540-9,540-100%$10.2M———
Seaview Investment Managers LLC
N/A—9,538-9,538-100%$10.2M———
Amova Asset Management Americas, Inc.
N/A—9,516-9,516-100%$10.1M———
Choate Investment Advisors
N/A—9,496-9,496-100%$10.1M———
MWA Asset Management
N/A—9,493-9,493-100%$10.1M———
Onex Canada Asset Management Inc.
N/A—9,475-9,475-100%$10.1M———
Ballentine Partners, LLC
N/A—9,435-9,435-100%$10.0M———
Investor's Fiduciary Advisor Network, LLC
N/A—9,387-9,387-100%$10.0M———
Marvin & Palmer Associates Inc
N/A—9,362-9,362-100%$10.0M———
GTS Securities LLC
N/A—9,307-9,307-100%$9.9M———
Forty-three Eighteen Advisors, LLC
N/A—9,275-9,275-100%$9.9M———
Bluespring Wealth Management, LLC
N/A—9,186-9,186-100%$9.8M———
Schnieders Capital Management, Llc.
N/A—9,177-9,177-100%$9.8M———
RB Capital Management, LLC
N/A—9,149-9,149-100%$9.7M———
Heartland Bank & Trust Co
N/A—9,085-9,085-100%$9.7M———
Man Group plc
N/A—9,005-9,005-100%$9.6M———
RH Tailwind Management, LLC
N/A—9,000-9,000-100%$9.6M———
NorthCoast Asset Management LLC
N/A—8,962-8,962-100%$9.5M———
AlTi Global, Inc.
N/A—8,939-8,939-100%$9.5M———
Douglass Winthrop Advisors, LLC
N/A—8,915-8,915-100%$9.5M———
Baader Bank Aktiengesellschaft
N/A—8,859-8,859-100%$9.4M———
Bank of Hawaii
N/A—8,795-8,795-100%$9.4M———
Lowe Brockenbrough & Co Inc
N/A—8,720-8,720-100%$9.3M———
Ogorek Anthony Joseph
N/A—8,711-8,711-100%$9.3M———
Asahi Life Asset Management Co., Ltd.
N/A—8,701-8,701-100%$9.3M———
Titan Wealth (CI) Ltd
N/A—8,695-8,695-100%$9.3M———
Foundations Investment Advisors, LLC
N/A—8,693-8,693-100%$9.3M———
Capital Group Private Client Services, Inc.
N/A—8,616-8,616-100%$9.2M———
BFC Planning, Inc.
N/A—8,610-8,610-100%$9.2M———
Evercore Wealth Management, LLC
N/A—8,582-8,582-100%$9.1M———
NI Acquisitions Company, LLC
N/A—8,472-8,472-100%$286.7K———
Monetary Management Group Inc
N/A—8,372-8,372-100%$8.9M———
Brendel Financial Advisors LLC
N/A—8,356-8,356-100%$8.9M———
Wealthspire Advisors, LLC
N/A—8,342-8,342-100%$8.9M———
Baldwin Investment Management, LLC
N/A—8,327-8,327-100%$8.9M———
Kovack Advisors, Inc.
N/A—8,311-8,311-100%$8.5M———
Liberty One Investment Management, LLC
N/A—8,199-8,199-100%$8.7M———
Florida Financial Advisors, LLC
N/A—8,147-8,147-100%$8.7M———
Tower Research Capital LLC (TRC)
N/A—8,132-8,132-100%$8.7M———
First Dallas Securities Inc.
N/A—8,087-8,087-100%$8.6M———
Buckley Wealth Management, LLC
N/A—8,020-8,020-100%$8.5M———
Cozad Asset Management Inc
N/A—8,008-8,008-100%$8.5M———
B & T Capital Management DBA Alpha Capital Management
N/A—8,000-8,000-100%$8.5M———
Caldwell Sutter Capital, Inc.
N/A—7,994-7,994-100%$8.5M———
ST Germain D J Co Inc
N/A—7,959-7,959-100%$8.5M———
Syon Capital LLC
N/A—7,899-7,899-100%$8.4M———
Millennium Management LLC
N/A—7,857-7,857-100%$8.4M———
Stonebridge Capital Management Inc
N/A—7,849-7,849-100%$8.4M———
Graham Capital Management, L.P.
N/A—7,824-7,824-100%$8.3M———
1ST Source Bank
N/A—7,766-7,766-100%$8.3M———
Western Wealth Management, LLC
N/A—7,760-7,760-100%$8.3M———
Smartleaf Asset Management LLC
N/A—7,750-7,750-100%$8.0M———
Gladstone Institutional Advisory LLC
N/A—7,673-7,673-100%$8.2M———
Alerus Financial NA
N/A—7,613-7,613-100%$8.1M———
Pine Valley Investments Ltd Liability Co
N/A—7,518-7,518-100%$8.0M———
Phoenix Financial Ltd.
N/A—7,433-7,433-100%$7.9M———
Bridgewater Associates, LP
N/A—7,329-7,329-100%$7.8M———
First National Bank & Trust Co of Newtown
N/A—7,317-7,317-100%$6.0M———
Tyche Wealth Partners LLC
N/A—7,284-7,284-100%$7.8M———
Ameritas Investment Partners, Inc.
N/A—7,256-7,256-100%$7.7M———
Gamco Investors, Inc. ET AL
N/A—7,176-7,176-100%$7.6M———
Keel Point, LLC
N/A—7,154-7,154-100%$7.6M———
Advisory Alpha, LLC
N/A—7,135-7,135-100%$7.6M———
Argent Advisors, Inc.
N/A—7,133-7,133-100%$7.6M———
Sumitomo Life Insurance Co
N/A—7,130-7,130-100%$7.6M———
Banque Transatlantique SA
N/A—7,129-7,129-100%$4.1M———
Little House Capital LLC
N/A—7,038-7,038-100%$7.5M———
Loudon Investment Management, LLC
N/A—7,033-7,033-100%$7.5M———
Meiji Yasuda Asset Management Co Ltd.
N/A—7,005-7,005-100%$7.5M———
Sargent Investment Group, LLC
N/A—7,004-7,004-100%$7.5M———
South Dakota Investment Council
N/A—7,001-7,001-100%$7.5M———
Capital & Planning, LLC
N/A—6,983-6,983-100%$7.4M———
Quest Investment Management LLC
N/A—6,968-6,968-100%$7.4M———
LEE Johnson Capital Management, LLC
N/A—6,955-6,955-100%$7.4M———
Evolve Private Wealth, LLC
N/A—6,925-6,925-100%$7.4M———
Field & Main Bank
N/A—6,925-6,925-100%$7.4M———
Dorsey & Whitney Trust Co LLC
N/A—6,895-6,895-100%$7.3M———
Catalyst Funds Management Pty Ltd
N/A—6,880-6,880-100%$7.3M———
Arvest Bank Trust Division
N/A—6,856-6,856-100%$7.3M———
Becker Capital Management Inc
N/A—6,849-6,849-100%$7.3M———
Staley Capital Advisers Inc
N/A—6,800-6,800-100%$7.2M———
Hillsdale Investment Management Inc.
N/A—6,787-6,787-100%$7.2M———
Klcm Advisors, Inc.
N/A—6,786-6,786-100%$7.2M———
Inspire Advisors, LLC
N/A—6,722-6,722-100%$7.1M———
Brevan Howard Capital Management LP
N/A—6,712-6,712-100%$7.1M———
RFP Financial Group LLC
N/A—6,688-6,688-100%$7.1M———
Keystone Investors PTE LTD
N/A—6,659-6,659-100%$7.1M———
Longbow Finance SA
N/A—6,518-6,518-100%$6.9M———
Money Concepts Capital Corp
N/A—6,452-6,452-100%$6.9M———
NS Partners Ltd
N/A—6,377-6,377-100%$6.8M———
Precision Wealth Strategies, LLC
N/A—6,368-6,368-100%$6.8M———
BNP Paribas
N/A—6,365-6,365-100%$6.6M———
Rollins Financial Advisors, LLC
N/A—6,342-6,342-100%$6.8M———
Virtu Financial LLC
N/A—6,328-6,328-100%$6.7M———
NewEdge Wealth, LLC
N/A—6,274-6,274-100%$6.7M———
Southeast Asset Advisors, LLC
N/A—6,269-6,269-100%$6.7M———
Donaldson Capital Management, LLC
N/A—6,248-6,248-100%$6.7M———
Vectors Research Management, LLC
N/A—6,233-6,233-100%$6.6M———
Vantage Point Financial LLC
N/A—6,230-6,230-100%$6.6M———
K.J. Harrison & Partners Inc
N/A—6,175-6,175-100%$6.6M———
Crawford Investment Counsel Inc
N/A—6,150-6,150-100%$6.5M———
Nan Shan Life Insurance Co., Ltd.
N/A—6,149-6,149-100%$6.5M———
IFC Advisors LLC
N/A—6,145-6,145-100%$6.5M———
Verition Fund Management LLC
N/A—6,101-6,101-100%$6.5M———
Bernard Wealth Management Corp.
N/A—6,033-6,033-100%$6.4M———
Bridges Investment Management Inc
N/A—6,029-6,029-100%$6.4M———
Nwam LLC
N/A—5,995-5,995-100%$6.4M———
Clear Street Group Inc.
N/A—5,984-5,984-100%$6.4M———
Osborne Partners Capital Management, LLC
N/A—5,970-5,970-100%$6.4M———
First Manhattan Co. Llc.
N/A—5,942-5,942-100%$6.3M———
Harvest Fund Management Co., Ltd
N/A—5,911-5,911-100%$6.3M———
AR Asset Management Inc
N/A—5,900-5,900-100%$6.3M———
Beaton Management Co. Inc.
N/A—5,815-5,815-100%$6.2M———
Hel Ved Capital Management Ltd
N/A—5,810-5,810-100%$6.2M———
Wilson & Boucher Capital Management, LLC
N/A—5,802-5,802-100%$6.2M———
Gateway Wealth Partners, LLC
N/A—5,799-5,799-100%$6.2M———
Hilltop Holdings Inc.
N/A—5,776-5,776-100%$6.2M———
Family Manage LLC
N/A—5,697-5,697-100%$6.1M———
Bragg Financial Advisors, Inc
N/A—5,666-5,666-100%$6.0M———
FLC Capital Advisors
N/A—5,638-5,638-100%$6.0M———
Oxbow Advisors, LLC
N/A—5,587-5,587-100%$5.9M———
Rexford Capital Inc
N/A—5,585-5,585-100%$5.9M———
Drive Wealth Management, LLC
N/A—5,579-5,579-100%$5.9M———
Bartlett & Co. Wealth Management LLC
N/A—5,555-5,555-100%$5.9M———
Financial Plan, Inc.
N/A—5,511-5,511-100%$5.9M———
Bowen Hanes & Co Inc
N/A—5,495-5,495-100%$3.9M———
Kinloch Capital, LLC
N/A—5,476-5,476-100%$5.8M———
Permanent Capital Management, LP
N/A—5,465-5,465-100%$5.8M———
Smithfield Trust Co
N/A—5,458-5,458-100%$5.8M———
Colonial Trust Co / SC
N/A—5,451-5,451-100%$5.8M———
Mayflower Financial Advisors, LLC
N/A—5,417-5,417-100%$5.8M———
Alaethes Wealth, LLC
N/A—5,390-5,390-100%$5.7M———
CNB Bank
N/A—5,378-5,378-100%$5.7M———
Checchi Capital Advisers, LLC
N/A—5,247-5,247-100%$5.6M———
Iron Gate Global Advisors LLC
N/A—5,143-5,143-100%$5.5M———
Core Wealth Advisors, Inc.
N/A—5,133-5,133-100%$5.5M———
Stratos Wealth Advisors, LLC
N/A—5,128-5,128-100%$5.5M———
HHM Wealth Advisors, LLC
N/A—5,112-5,112-100%$5.4M———
Eldridge Investment Advisors, Inc.
N/A—5,105-5,105-100%$5.4M———
Orleans Capital Management Corp
N/A—5,091-5,091-100%$5.4M———
Beacon Investment Advisors LLC
N/A—5,073-5,073-100%$5.4M———
Itau Unibanco Holding S.A.
N/A—5,062-5,062-100%$5.4M———
Catalyst Financial Partners LLC
N/A—5,050-5,050-100%$5.4M———
Tortoise Capital Advisors, L.L.C.
N/A—5,036-5,036-100%$5.4M———
PCM Encore, LLC
N/A—5,019-5,019-100%$5.3M———
Zions Bancorporation, National Association
N/A—5,001-5,001-100%$5.3M———
Alight Capital Management LP
N/A—5,000-5,000-100%$5.3M———
E Fund Management Co., Ltd.
N/A—4,998-4,998-100%$5.3M———
Capital International LTD
N/A—4,986-4,986-100%$5.3M———
Qtron Investments LLC
N/A—4,951-4,951-100%$5.3M———
United Bank
N/A—4,949-4,949-100%$5.3M———
Next Century Growth Investors LLC
N/A—4,932-4,932-100%$5.3M———
Hollencrest Capital Management
N/A—4,929-4,929-100%$5.2M———
Q3 Asset Management
N/A—4,913-4,913-100%$5.2M———
RD Lewis Holdings, Inc.
N/A—4,896-4,896-100%$4.2M———
Tiaa Wealth Investment Management LLC
N/A—4,887-4,887-100%$5.2M———
Pallas Capital Advisors LLC
N/A—4,875-4,875-100%$5.2M———
Arbor Trust Wealth Advisors, LLC
N/A—4,871-4,871-100%$5.2M———
Westpac Banking Corp
N/A—4,802-4,802-100%$5.1M———
Haverford Trust Co
N/A—4,792-4,792-100%$5.1M———
Tradewinds, Llc.
N/A—4,778-4,778-100%$8.4M———
Vision Retirement, LLC
N/A—4,753-4,753-100%$5.1M———
Delta Investment Management, LLC
N/A—4,743-4,743-100%$5.1M———
Glen Eagle Advisors, LLC
N/A—4,714-4,714-100%$5.0M———
Edmond de Rothschild Holding S.A.
N/A—4,677-4,677-100%$5.0M———
Resources Management Corp
N/A—4,650-4,650-100%$5.0M———
Beck Capital Management, LLC
N/A—4,622-4,622-100%$4.9M———
Capital Advisors Inc
N/A—4,618-4,618-100%$4.9M———
McLaughlin Asset Management, Inc.
N/A—4,590-4,590-100%$4.9M———
Pinnacle West Asset Management, Inc.
N/A—4,586-4,586-100%$4.9M———
Valmark Advisers, Inc.
N/A—4,580-4,580-100%$4.9M———
SCS Capital Management LLC
N/A—4,569-4,569-100%$4.9M———
New Republic Capital, LLC
N/A—4,563-4,563-100%$4.9M———
LOM Asset Management Ltd
N/A—4,531-4,531-100%$4.8M———
Boston Family Office LLC
N/A—4,528-4,528-100%$4.8M———
LSV Asset Management
N/A—4,517-4,517-100%$4.8M———
Platinum Investment Management LTD
N/A—4,500-4,500-100%$4.8M———
First Foundation Advisors
N/A—4,478-4,478-100%$4.8M———
Old West Investment Management, LLC
N/A—4,458-4,458-100%$4.7M———
Diamant Asset Management, Inc.
N/A—4,433-4,433-100%$4.7M———
Azimuth Capital Investment Management LLC
N/A—4,415-4,415-100%$4.7M———
Mokan Wealth Management Inc.
N/A—4,406-4,406-100%$4.7M———
Ellenbecker Investment Group
N/A—4,396-4,396-100%$4.7M———
Hardy Reed LLC
N/A—4,378-4,378-100%$4.7M———
Performance Wealth Partners, LLC
N/A—4,362-4,362-100%$4.6M———
SIT Investment Associates Inc
N/A—4,300-4,300-100%$4.6M———
Widmann Financial Services, Inc.
N/A—4,300-4,300-100%$4.6M———
Frec Markets, Inc.
N/A—4,281-4,281-100%$4.6M———
Charter Research & Investment Group, Inc.
N/A—4,280-4,280-100%$4.6M———
Camarda Financial Advisors, LLC
N/A—4,280-4,280-100%$4.6M———
Altshuler Shaham Ltd
N/A—4,187-4,187-100%$4.5M———
Wealthspan Partners, LLC
N/A—4,184-4,184-100%$4.5M———
Silvant Capital Management LLC
N/A—4,157-4,157-100%$4.4M———
Mainstay Capital Management LLC
N/A—4,152-4,152-100%$4.4M———
Bank of the Bluegrass & Trust Co.
N/A—4,125-4,125-100%$3.3M———
RNC Capital Management LLC
N/A—4,124-4,124-100%$4.4M———
Evelyn Partners Group Ltd
N/A—4,109-4,109-100%$4.4M———
Rodgers Brothers Inc.
N/A—4,085-4,085-100%$4.4M———
Highview Capital Management LLC
N/A—4,082-4,082-100%$4.3M———
Anchor Bay Capital, Inc.
N/A—4,070-4,070-100%$3.4M———
Ingalls & Snyder LLC
N/A—4,069-4,069-100%$4.3M———
BankPlus Trust Department
N/A—4,063-4,063-100%$4.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,029-4,029-100%$4.3M———
Garrison Point Advisors, LLC
N/A—4,006-4,006-100%$4.3M———
Tower Bridge Advisors
N/A—3,983-3,983-100%$4.2M———
Trinity Legacy Partners, LLC
N/A—3,976-3,976-100%$3.5M———
Stratos Investment Management, LLC
N/A—3,956-3,956-100%$4.2M———
Cladis Investment Advisory, LLC
N/A—3,938-3,938-100%$4.2M———
Horizon Kinetics Asset Management LLC
N/A—3,931-3,931-100%$4.2M———
Goldstone Financial Group, LLC
N/A—3,926-3,926-100%$4.2M———
Berkshire Asset Management LLC
N/A—3,912-3,912-100%$4.2M———
Texas Yale Capital Corp.
N/A—3,896-3,896-100%$4.1M———
Prosperity Consulting Group, LLC
N/A—3,858-3,858-100%$4.1M———
LRI Investments, LLC
N/A—3,857-3,857-100%$4.1M———
Citizens & Northern Corp
N/A—3,846-3,846-100%$4.1M———
Institute for Wealth Management, Llc.
N/A—3,838-3,838-100%$4.1M———
Continuum Advisory, LLC
N/A—3,824-3,824-100%$4.1M———
Fort Point Capital Partners LLC
N/A—3,813-3,813-100%$4.1M———
Mcguire Capital Advisors Inc
N/A—3,808-3,808-100%$4.1M———
Williamson Legacy Group, LLC
N/A—3,805-3,805-100%$4.1M———
VAN Strum & Towne Inc.
N/A—3,745-3,745-100%$4.0M———
Rehmann Capital Advisory Group
N/A—3,730-3,730-100%$4.0M———
Blue Chip Partners, LLC
N/A—3,705-3,705-100%$3.9M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—3,670-3,670-100%$3.9M———
Occudo Quantitative Strategies LP
N/A—3,661-3,661-100%$3.9M———
BBR Partners, LLC
N/A—3,652-3,652-100%$3.9M———
Berger Financial Group, Inc
N/A—3,646-3,646-100%$3.9M———
Bridgeway Capital Management, LLC
N/A—3,640-3,640-100%$3.9M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—3,626-3,626-100%$3.9M———
Oversea-Chinese Banking Corp Ltd
N/A—3,606-3,606-100%$3.8M———
Northwest Quadrant Wealth Management, LLC
N/A—3,603-3,603-100%$3.8M———
King Wealth Management Group
N/A—3,593-3,593-100%$3.8M———
Centaurus Financial, Inc.
N/A—3,586-3,586-100%$3.8M———
Prestige Wealth Management Group LLC
N/A—3,563-3,563-100%$3.8M———
Ancora Advisors LLCA
N/A—3,544-3,544-100%$3.8M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—3,539-3,539-100%$3.8M———
Evernest Financial Advisors, LLC
N/A—3,539-3,539-100%$3.8M———
Sequent Asset Management, LLC
N/A—3,475-3,475-100%$3.7M———
Fairview Capital Investment Management, LLC
N/A—3,463-3,463-100%$3.7M———
Rokos Capital Management LLP
N/A—3,462-3,462-100%$3.7M———
CIM Investment Management Inc
N/A—3,437-3,437-100%$3.7M———
Thomasville National Bank
N/A—3,437-3,437-100%$3.7M———
SouthState Bank Corp
N/A—3,424-3,424-100%$3.6M———
Fort Sheridan Advisors LLC
N/A—3,391-3,391-100%$3.6M———
Moore Capital Management, LP
N/A—3,386-3,386-100%$3.6M———
Boston Research & Management Inc
N/A—3,382-3,382-100%$3.6M———
Steigerwald, Gordon & Koch Inc.
N/A—3,381-3,381-100%$3.6M———
Meiji Yasuda Life Insurance Co
N/A—3,376-3,376-100%$3.6M———
Gould Capital, LLC
N/A—3,353-3,353-100%$3.6M———
Marex Group Ltd
N/A—3,333-3,333-100%$3.5M———
Spreng Capital Management, Inc.
N/A—3,319-3,319-100%$3.5M———
Providence Financial Advisors, LLC
N/A—3,297-3,297-100%$3.5M———
Emerald Investment Advisers, LLC
N/A—3,293-3,293-100%$3.5M———
PFC Capital Group, Inc.
N/A—3,267-3,267-100%$3.5M———
Mandatum Life Insurance Co Ltd
N/A—3,261-3,261-100%$3.5M———
Circle Wealth Management, LLC
N/A—3,197-3,197-100%$3.4M———
L2 Asset Management, LLC
N/A—3,191-3,191-100%$3.4M———
Menard Financial Group LLC
N/A—3,190-3,190-100%$3.4M———
Waterloo Capital, L.P.
N/A—3,179-3,179-100%$3.4M———
Lbmc Investment Advisors, LLC
N/A—3,172-3,172-100%$3.4M———
Alexander Labrunerie & Co., Inc.
N/A—3,162-3,162-100%$3.4M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,137-3,137-100%$3.3M———
NewSquare Capital LLC
N/A—3,133-3,133-100%$3.3M———
Sittner & Nelson, LLC
N/A—3,128-3,128-100%$3.3M———
Keystone Financial Group
N/A—3,127-3,127-100%$3.3M———
Counterweight Ventures, LLC
N/A—3,113-3,113-100%$3.3M———
Stamos Capital Partners, L.P.
N/A—3,098-3,098-100%$3.3M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—3,093-3,093-100%$3.3M———
Addison Capital Co
N/A—3,088-3,088-100%$3.3M———
Belpointe Asset Management LLC
N/A—3,078-3,078-100%$3.3M———
Brookwood Investment Group LLC
N/A—3,069-3,069-100%$3.3M———
Fiduciary Financial Advisors
N/A—3,064-3,064-100%$3.3M———
Venturi Wealth Management, LLC
N/A—3,050-3,050-100%$3.2M———
Secured Retirement Advisors, LLC
N/A—3,048-3,048-100%$3.2M———
Quotient Wealth Partners, LLC
N/A—3,046-3,046-100%$3.2M———
Elevation Advisory Partners LLC
N/A—3,040-3,040-100%$2.6M———
Summit Wealth Partners, LLC
N/A—3,008-3,008-100%$3.2M———
Point Windward Advisors Inc.
N/A—3,000-3,000-100%$3.2M———
Ethos Financial Group, LLC
N/A—2,998-2,998-100%$2.8M———
Dark Forest Capital Management LP
N/A—2,980-2,980-100%$3.2M———
Aureus Asset Management, LLC
N/A—2,969-2,969-100%$3.2M———
Ironwood Investment Counsel, LLC
N/A—2,965-2,965-100%$3.2M———
Earned Wealth Advisors, LLC
N/A—2,960-2,960-100%$2.1M———
Auxier Asset Management LLC
N/A—2,951-2,951-100%$3.1M———
Legacy Financial Advisors, Inc.
N/A—2,941-2,941-100%$3.1M———
Townsquare Capital LLC
N/A—2,936-2,936-100%$3.1M———
Ark Wealth Advisors LLC
N/A—2,936-2,936-100%$3.1M———
Maridea Wealth Management LLC
N/A—2,934-2,934-100%$3.1M———
Osmosis Investment Management UK Ltd
N/A—2,911-2,911-100%$3.1M———
Guardian Wealth Advisors, LLC / NC
N/A—2,909-2,909-100%$3.1M———
US Asset Management LLC
N/A—2,887-2,887-100%$3.1M———
MJP Associates Inc
N/A—2,886-2,886-100%$3.1M———
Marble Harbor Investment Counsel, LLC
N/A—2,885-2,885-100%$3.1M———
Cambria Investment Management, L.P.
N/A—2,880-2,880-100%$3.1M———
Cambient Family Office, LLC
N/A—2,877-2,877-100%$3.1M———
Hancock Whitney Corp
N/A—2,876-2,876-100%$3.1M———
Trustmark Bank Trust Department
N/A—2,854-2,854-100%$3.0M———
Xcelsior Advisor Partners LLC
N/A—2,818-2,818-100%$3.0M———
Paragon Capital Management LLC
N/A—2,816-2,816-100%$3.0M———
GKV Capital Management Co., Inc.
N/A—2,814-2,814-100%$3.0M———
EFG International AG
N/A—2,812-2,812-100%$3.0M———
Van Hulzen Asset Management, LLC
N/A—2,809-2,809-100%$3.0M———
CVA Family Office, LLC
N/A—2,803-2,803-100%$3.0M———
Claris Advisors, LLC / MO /
N/A—2,797-2,797-100%$3.0M———
Westwood Holdings Group Inc
N/A—2,791-2,791-100%$3.0M———
Gallo Partners, LP
N/A—2,779-2,779-100%$3.0M———
Kintra Wealth, LLC
N/A—2,773-2,773-100%$2.4M———
1 North Wealth Services LLC
N/A—2,771-2,771-100%$3.0M———
Prosperity Bancshares Inc
N/A—2,763-2,763-100%$2.9M———
FWG Holdings, LLC
N/A—2,742-2,742-100%$2.4M———
Proficio Capital Partners LLC
N/A—2,720-2,720-100%$2.9M———
Palumbo Wealth Management LLC
N/A—2,706-2,706-100%$2.9M———
AssuredPartners Investment Advisors, LLC
N/A—2,699-2,699-100%$2.9M———
Capstone Financial Advisors, Inc.
N/A—2,693-2,693-100%$2.9M———
Cofg Advisors, LLC
N/A—2,693-2,693-100%$2.9M———
Farmers National Bank
N/A—2,676-2,676-100%$2.8M———
Klingenstein Fields & Co LP
N/A—2,671-2,671-100%$2.8M———
Tradition Wealth Management, LLC
N/A—2,665-2,665-100%$2.8M———
O'Neil Global Advisors, Inc.
N/A—2,657-2,657-100%$2.8M———
Peregrine Asset Advisers, Inc.
N/A—2,656-2,656-100%$2.8M———
Chesapeake Wealth Management
N/A—2,656-2,656-100%$2.8M———
Disciplined Investors, L.L.C.
N/A—2,649-2,649-100%$2.8M———
Clare Market Investments LLC
N/A—2,645-2,645-100%$2.8M———
Somerville Kurt F
N/A—2,640-2,640-100%$2.8M———
Tudor Financial Inc.
N/A—2,618-2,618-100%$2.8M———
Vega Investment Solutions
N/A—2,591-2,591-100%$2.8M———
Keynote Financial Services LLC
N/A—2,563-2,563-100%$2.7M———
Pinnacle Wealth Management, LLC
N/A—2,555-2,555-100%$2.7M———
Northstar Advisory Group, LLC
N/A—2,548-2,548-100%$2.7M———
Dana Investment Advisors, Inc.
N/A—2,546-2,546-100%$2.7M———
Legacy Capital Group California, Inc.
N/A—2,532-2,532-100%$2.7M———
Ostrum Asset Management
N/A—2,526-2,526-100%$2.7M———
Intellectus Partners, LLC
N/A—2,522-2,522-100%$2.7M———
SVB Wealth LLC
N/A—2,514-2,514-100%$2.7M———
Hills Bank & Trust Co
N/A—2,510-2,510-100%$2.7M———
Marble Wealth, LLC
N/A—2,486-2,486-100%$2.6M———
Tanglewood Legacy Advisors, LLC
N/A—2,470-2,470-100%$2.6M———
Advyzon Investment Management, LLC
N/A—2,467-2,467-100%$2.6M———
Clearstead Trust, LLC
N/A—2,463-2,463-100%$2.6M———
Sompo Asset Management Co., Ltd.
N/A—2,460-2,460-100%$2.6M———
XTX Topco Ltd
N/A—2,460-2,460-100%$2.6M———
Keebeck Wealth Management
N/A—2,455-2,455-100%$2.6M———
WFA of San Diego, LLC
N/A—2,448-2,448-100%$2.1M———
Bridgewater Advisors Inc.
N/A—2,436-2,436-100%$2.0M———
TFR Capital, Llc.
N/A—2,435-2,435-100%$2.6M———
Trillium Asset Management, LLC
N/A—2,434-2,434-100%$2.6M———
Tidemark, LLC
N/A—2,427-2,427-100%$2.6M———
Bluebird Wealth Management LLC
N/A—2,416-2,416-100%$2.6M———
BSW Wealth Partners
N/A—2,413-2,413-100%$2.6M———
Fukoku Mutual Life Insurance Co
N/A—2,410-2,410-100%$2.6M———
Stonebridge Financial Group, LLC
N/A—2,410-2,410-100%$2.6M———
One Capital Management, LLC
N/A—2,392-2,392-100%$1.7M———
Intrust Bank NA
N/A—2,392-2,392-100%$2.5M———
North Star Asset Management Inc
N/A—2,378-2,378-100%$2.5M———
Rothschild Wealth LLC
N/A—2,375-2,375-100%$2.5M———
10Elms LLP
N/A—2,364-2,364-100%$2.5M———
Tiemann Investment Advisors, LLC
N/A—2,356-2,356-100%$2.5M———
Founders Financial Alliance, LLC
N/A—2,350-2,350-100%$2.5M———
Perennial Investment Advisors, LLC
N/A—2,339-2,339-100%$2.5M———
Hexagon Capital Partners LLC
N/A—2,310-2,310-100%$2.5M———
Morse Asset Management, Inc
N/A—2,310-2,310-100%$2.5M———
Greenwich Wealth Management LLC
N/A—2,306-2,306-100%$2.5M———
Trivium Point Advisory, LLC
N/A—2,304-2,304-100%$2.5M———
Atlanta Consulting Group Advisors, LLC
N/A—2,282-2,282-100%$2.4M———
Parallax Volatility Advisers, L.P.
N/A—2,273-2,273-100%$2.4M———
Schonfeld Strategic Advisors LLC
N/A—2,273-2,273-100%$2.4M———
Icon Wealth Advisors, LLC
N/A—2,272-2,272-100%$2.4M———
Fiduciary Group, LLC
N/A—2,265-2,265-100%$2.4M———
Wimmer Associates 1, LLC
N/A—2,263-2,263-100%$2.4M———
Alteri Wealth LLC
N/A—2,261-2,261-100%$2.4M———
Purkiss Capital Advisors LLC
N/A—2,258-2,258-100%$2.4M———
LaSalle St. Investment Advisors, LLC
N/A—2,258-2,258-100%$2.4M———
South Plains Financial, Inc.
N/A—2,235-2,235-100%$2.4M———
Wealth Watch Advisors, Inc
N/A—2,224-2,224-100%$2.4M———
SHP Wealth Management
N/A—2,223-2,223-100%$2.4M———
Titan Investment Solutions Ltd
N/A—2,221-2,221-100%$2.4M———
Capital Analysts, LLC
N/A—2,220-2,220-100%$2.4M———
Manning & Napier Advisors LLC
N/A—2,218-2,218-100%$2.4M———
Affinity Investment Advisors, LLC
N/A—2,204-2,204-100%$2.3M———
Arrowroot Family Office, LLC
N/A—2,199-2,199-100%$2.3M———
Sovereign Financial Group, Inc.
N/A—2,196-2,196-100%$2.3M———
SageView Advisory Group, LLC
N/A—2,196-2,196-100%$2.3M———
Monograph Wealth Advisors, LLC
N/A—2,190-2,190-100%$2.3M———
Innovative Asset Advisors Group, LLC
N/A—2,190-2,190-100%$2.3M———
Cercano Management LLC
N/A—2,180-2,180-100%$2.3M———
Virtus Investment Advisers, LLC
N/A—2,173-2,173-100%$2.3M———
Cahill Financial Advisors Inc
N/A—2,166-2,166-100%$2.3M———
Canal Capital Management, LLC
N/A—2,160-2,160-100%$2.3M———
Wellspring Financial Advisors, LLC
N/A—2,155-2,155-100%$2.3M———
Spirepoint Private Client, LLC
N/A—2,152-2,152-100%$2.3M———
Wayfinding Financial, LLC
N/A—2,141-2,141-100%$2.3M———
Astoria Portfolio Advisors Llc.
N/A—2,122-2,122-100%$2.3M———
Strategic Investment Advisors / MI
N/A—2,088-2,088-100%$2.2M———
Ameriflex Group, Inc.
N/A—2,080-2,080-100%$2.2M———
Rogco, LP
N/A—2,077-2,077-100%$2.2M———
Intellus Advisors LLC
N/A—2,064-2,064-100%$2.2M———
Transamerica Financial Advisors, LLC
N/A—2,055-2,055-100%$2.2M———
Bogart Wealth, LLC
N/A—2,048-2,048-100%$2.2M———
Walter & Keenan Wealth Management LLC
N/A—2,045-2,045-100%$2.2M———
Gilbert & Cook, Inc.
N/A—2,034-2,034-100%$2.2M———
NCM Capital Management, LLC
N/A—2,031-2,031-100%$2.2M———
Cornerstone Select Advisors, LLC
N/A—2,028-2,028-100%$2.2M———
Northstar Group, Inc.
N/A—2,026-2,026-100%$2.2M———
KKM Financial LLC
N/A—2,019-2,019-100%$2.2M———
Financial Engines Advisors L.L.C.
N/A—2,017-2,017-100%$2.1M———
Two Sigma Securities, LLC
N/A—2,016-2,016-100%$2.1M———
Reliant Investment Partners, LLC
N/A—2,013-2,013-100%$2.1M———
First National Bank of Hutchinson
N/A—2,007-2,007-100%$2.1M———
Everpar Advisors LLC
N/A—2,003-2,003-100%$2.1M———
Lester Murray Antman dba SimplyRich
N/A—1,996-1,996-100%$2.1M———
Karani Asset Management LLC
N/A—1,986-1,986-100%$2.1M———
Algebris (UK) LTD
N/A—1,984-1,984-100%$2.1M———
Coastal Bridge Advisors, LLC
N/A—1,974-1,974-100%$2.1M———
Wealth Alliance, LLC
N/A—1,969-1,969-100%$2.1M———
Calton & Associates, Inc.
N/A—1,969-1,969-100%$2.1M———
Copley Financial Group, Inc.
N/A—1,965-1,965-100%$2.1M———
Compass Capital Corp
N/A—1,938-1,938-100%$1.7M———
PSI Advisors, LLC
N/A—1,930-1,930-100%$2.1M———
Transcend Capital Advisors, LLC
N/A—1,926-1,926-100%$2.1M———
Sfmg, LLC
N/A—1,922-1,922-100%$2.0M———
Alexis Investment Partners, LLC
N/A—1,920-1,920-100%$2.0M———
First Financial Bankshares Inc
N/A—1,915-1,915-100%$2.0M———
Boston Partners
N/A—1,904-1,904-100%$2.0M———
Bedel Financial Consulting, Inc.
N/A—1,904-1,904-100%$2.0M———
Bantamac Capital, LLC
N/A—1,900-1,900-100%$2.0M———
Mirabaud Asset Management Ltd
N/A—1,897-1,897-100%$2.0M———
Cascades Capital Asset Management, LLC
N/A—1,887-1,887-100%$2.0M———
Cornerstone Advisory, LLC
N/A—1,884-1,884-100%$2.0M———
Pitcairn Wealth Advisors LLC
N/A—1,881-1,881-100%$2.0M———
Defiance ETFs, LLC
N/A—1,879-1,879-100%$1.9M———
Quent Capital, LLC
N/A—1,873-1,873-100%$2.0M———
Operose Advisors LLC
N/A—1,866-1,866-100%$2.0M———
Sun Financial Inc
N/A—1,865-1,865-100%$1.6M———
Westmount Partners, LLC
N/A—1,859-1,859-100%$2.0M———
Fiera Capital Corp
N/A—1,845-1,845-100%$2.0M———
Harris Associates L P
N/A—1,840-1,840-100%$2.0M———
44 Wealth Management LLC
N/A—1,834-1,834-100%$2.0M———
Optas, LLC
N/A—1,824-1,824-100%$1.9M———
Wellington Grp LLC
N/A—1,822-1,822-100%$1.9M———
Lakeridge Wealth Management LLC
N/A—1,822-1,822-100%$1.9M———
Moment Partners, LLC
N/A—1,806-1,806-100%$1.9M———
Chilton Investment Co Inc.
N/A—1,802-1,802-100%$1.9M———
Planning Alternatives LTD
N/A—1,798-1,798-100%$1.9M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—1,796-1,796-100%$1.9M———
Hamel Associates, Inc.
N/A—1,775-1,775-100%$1.9M———
Vigil Wealth Management, LLC
N/A—1,768-1,768-100%$1.9M———
Core Alternative Capital
N/A—1,767-1,767-100%$1.9M———
Red Door Wealth Management, LLC
N/A—1,757-1,757-100%$1.9M———
Wrapmanager Inc
N/A—1,755-1,755-100%$1.9M———
Fortis Capital Management LLC
N/A—1,752-1,752-100%$1.9M———
Empirical Asset Management, LLC
N/A—1,751-1,751-100%$1.9M———
West Michigan Advisors, LLC
N/A—1,739-1,739-100%$1.9M———
Pettyjohn, Wood & White, Inc
N/A—1,727-1,727-100%$1.8M———
One Degree Advisors Inc
N/A—1,722-1,722-100%$1.7K———
Zinnia Wealth Advisory, LLC
N/A—1,722-1,722-100%$1.8M———
Vantus Wealth LLC
N/A—1,719-1,719-100%$1.8M———
Basecamp Wealth Advisors LLC
N/A—1,717-1,717-100%$1.8M———
GWN Securities Inc.
N/A—1,716-1,716-100%$1.8M———
Purpose Unlimited Inc.
N/A—1,710-1,710-100%$1.8M———
Crewe Advisors LLC
N/A—1,707-1,707-100%$1.8M———
Acorns Advisers, LLC
N/A—1,701-1,701-100%$1.8M———
OFC Financial Planning, LLC
N/A—1,695-1,695-100%$1.8M———
Main Street Financial Solutions, LLC
N/A—1,695-1,695-100%$1.8M———
Cardiff Park Advisors, LLC
N/A—1,688-1,688-100%$1.8M———
Arcus Capital Partners, LLC
N/A—1,687-1,687-100%$1.8M———
Planning Center, Inc.
N/A—1,666-1,666-100%$1.8M———
Ellevest, Inc.
N/A—1,666-1,666-100%$1.7M———
TRB Wealth Management, LLC
N/A—1,663-1,663-100%$1.8M———
Citizens Business Bank
N/A—1,654-1,654-100%$1.8M———
WealthTrust Axiom LLC
N/A—1,643-1,643-100%$1.7M———
Wulff, Hansen & Co.
N/A—1,641-1,641-100%$1.7M———
Warner Group LLC
N/A—1,636-1,636-100%$1.7M———
Fortress Private Ledger, LLC
N/A—1,636-1,636-100%$1.7M———
Merrithew & Thorsten Inc
N/A—1,631-1,631-100%$1.7M———
Taylor Hoffman Capital Management LLC
N/A—1,626-1,626-100%$1.7M———
Nikulski Financial, Inc.
N/A—1,618-1,618-100%$1.7M———
Range Advisory, LLC
N/A—1,618-1,618-100%$1.7M———
Pacific Point Advisors, LLC
N/A—1,610-1,610-100%$1.7M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,609-1,609-100%$1.7M———
Wescap Management Group, Inc.
N/A—1,600-1,600-100%$1.7M———
Pursue Wealth Partners LLC
N/A—1,600-1,600-100%$1.7M———
Barr E S & Co
N/A—1,595-1,595-100%$1.7M———
Liberty Square Wealth Partners LLC
N/A—1,585-1,585-100%$1.7M———
Waddell & Associates, LLC
N/A—1,579-1,579-100%$1.7M———
Ranch Capital Advisors Inc.
N/A—1,577-1,577-100%$1.7M———
Stonebridge Capital Advisors LLC
N/A—1,576-1,576-100%$1.7M———
Seeds Investor LLC
N/A—1,568-1,568-100%$1.7M———
McGowan Group Asset Management, Inc.
N/A—1,565-1,565-100%$1.7M———
Madison Wealth Partners, Inc
N/A—1,558-1,558-100%$1.7M———
49 Wealth Management, LLC
N/A—1,545-1,545-100%$1.6M———
Alongside, LLC
N/A—1,545-1,545-100%$1.6M———
Gould Asset Management LLC
N/A—1,544-1,544-100%$1.6M———
Regal Investment Advisors LLC
N/A—1,540-1,540-100%$1.6M———
SAM Advisors, LLC
N/A—1,540-1,540-100%$1.6M———
Destination Wealth Management
N/A—1,529-1,529-100%$1.6M———
Birchcreek Wealth Management, LLC
N/A—1,515-1,515-100%$1.6M———
AdvisorShares Investments LLC
N/A—1,511-1,511-100%$1.6M———
Cary Street Partners Investment Advisory LLC
N/A—1,509-1,509-100%$1.6M———
FSB Premier Wealth Management, Inc.
N/A—1,507-1,507-100%$1.6M———
FSA Advisors, Inc.
N/A—1,490-1,490-100%$1.6M———
Shepherd Wealth Management Ltd Liability Co
N/A—1,485-1,485-100%$1.2M———
Atom Investors LP
N/A—1,483-1,483-100%$1.6M———
Thayer Partners, LLC / MA
N/A—1,475-1,475-100%$1.6M———
OneAscent Wealth Management LLC
N/A—1,474-1,474-100%$1.6M———
Aberdeen Wealth Management LLC
N/A—1,470-1,470-100%$1.6M———
Stokes Family Office, LLC
N/A—1,465-1,465-100%$1.6M———
Proactive Wealth Strategies LLC
N/A—1,464-1,464-100%$1.6M———
Sanchez Levi Garrett
N/A—1,463-1,463-100%$1.6M———
West Family Investments, Inc.
N/A—1,461-1,461-100%$1.6M———
Philadelphia Investment Partners, LLC
N/A—1,459-1,459-100%$1.3M———
Bravera Wealth
N/A—1,453-1,453-100%$1.5M———
Goepper Burkhardt LLC
N/A—1,447-1,447-100%$1.5M———
Chancellor Financial Group WB LP
N/A—1,433-1,433-100%$1.5M———
Magnolia Capital Advisors LLC
N/A—1,429-1,429-100%$1.5M———
Trustco Bank Corp N Y
N/A—1,428-1,428-100%$1.5M———
Swiss RE LTD
N/A—1,428-1,428-100%$1.5M———
Mosaic Advisors LLC
N/A—1,425-1,425-100%$1.5M———
Campbell & Co Investment Adviser LLC
N/A—1,423-1,423-100%$1.5M———
Tumwater Wealth Management, LLC
N/A—1,416-1,416-100%$1.5M———
Monetta Financial Services Inc
N/A—1,400-1,400-100%$1.5M———
RBO & Co LLC
N/A—1,400-1,400-100%$1.5M———
Lcnb Corp
N/A—1,397-1,397-100%$1.5M———
GeoWealth Management, LLC
N/A—1,396-1,396-100%$1.5M———
Elgethun Capital Management
N/A—1,395-1,395-100%$1.5M———
Petix & Botte Co
N/A—1,376-1,376-100%$1.5M———
FCA Corp
N/A—1,375-1,375-100%$1.5M———
WJ Financial Advisors LLC
N/A—1,370-1,370-100%$1.5M———
PeakShares LLC
N/A—1,365-1,365-100%$1.5M———
Frisch Financial Group, Inc.
N/A—1,363-1,363-100%$1.5M———
Cauble & Harre Wealth Management, Inc.
N/A—1,362-1,362-100%$1.5M———
Wescott Financial Advisory Group, LLC
N/A—1,359-1,359-100%$1.4M———
Henson-Edgewater Management, LLC
N/A—1,358-1,358-100%$1.2M———
AF Advisors, Inc.
N/A—1,349-1,349-100%$1.4M———
Sandy Cove Advisors, LLC
N/A—1,349-1,349-100%$1.4M———
Sivia Capital Partners, LLC
N/A—1,329-1,329-100%$1.4M———
VeraBank, N.A.
N/A—1,328-1,328-100%$1.4M———
Bellwether Advisors, LLC
N/A—1,324-1,324-100%$1.4M———
Mosaic Family Wealth Partners, LLC
N/A—1,321-1,321-100%$1.4M———
CacheTech Inc.
N/A—1,315-1,315-100%$1.4M———
CarsonAllaria Wealth Management, Ltd.
N/A—1,315-1,315-100%$1.4M———
Uniting Wealth Partners, LLC
N/A—1,315-1,315-100%$1.4M———
Petra Financial Advisors Inc
N/A—1,297-1,297-100%$1.4M———
Millington Financial Advisors, LLC
N/A—1,286-1,286-100%$1.1M———
Bull Harbor Capital LLC
N/A—1,284-1,284-100%$1.4M———
Fund Advisors of America Inc
N/A—1,279-1,279-100%$1.4M———
Future Fund LLC
N/A—1,277-1,277-100%$1.4M———
Palogic Value Management, L.P.
N/A—1,261-1,261-100%$1.3M———
Cyber Hornet ETFs LLC
N/A—1,259-1,259-100%$1.3M———
Oakwell Private Wealth Management, LLC
N/A—1,246-1,246-100%$1.3M———
Aventura Private Wealth, LLC
N/A—1,243-1,243-100%$1.3M———
Greenline Partners, LLC
N/A—1,242-1,242-100%$1.3M———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,228-1,228-100%$1.3M———
Tripletail Wealth Management, LLC
N/A—1,228-1,228-100%$1.2M———
Joule Financial, LLC
N/A—1,224-1,224-100%$1.3M———
Heritage Wealth Advisors
N/A—1,223-1,223-100%$1.3M———
Madison Asset Management, LLC
N/A—1,223-1,223-100%$1.3M———
Private Capital Management, LLC
N/A—1,220-1,220-100%$1.3M———
Northstar Financial Companies, Inc.
N/A—1,215-1,215-100%$1.3M———
Vines Capital Management, LLC
N/A—1,214-1,214-100%$1.3M———
Legacy Financial Group LLC
N/A—1,212-1,212-100%$1.3M———
Bridgewealth Advisory Group, LLC
N/A—1,208-1,208-100%$1.3M———
KEB Asset Management, LLC
N/A—1,204-1,204-100%$1.3M———
Keating Financial Advisory Services, Inc.
N/A—1,200-1,200-100%$1.3M———
Roberts Glore & Co Inc
N/A—1,192-1,192-100%$1.3M———
EWA, LLC
N/A—1,190-1,190-100%$1.3M———
American Money Management, LLC
N/A—1,188-1,188-100%$1.3M———
Leigh Baldwin & Co., LLC
N/A—1,187-1,187-100%$1.3M———
Integrity Wealth Solutions LLC
N/A—1,186-1,186-100%$1.3M———
McElhenny Sheffield Capital Management, LLC
N/A—1,180-1,180-100%$1.3M———
Okabena Investment Services Inc
N/A—1,175-1,175-100%$1.3M———
Chico Wealth RIA
N/A—1,171-1,171-100%$1.2M———
Westshore Wealth, LLC
N/A—1,171-1,171-100%$1.2M———
Basepoint Wealth LLC
N/A—1,171-1,171-100%$1.2M———
Pgim Custom Harvest LLC
N/A—1,167-1,167-100%$1.2M———
Brogan Financial, Inc.
N/A—1,161-1,161-100%$1.2M———
Meridian Wealth Advisors, LLC
N/A—1,157-1,157-100%$1.2M———
BlueStem Wealth Partners, LLC
N/A—1,156-1,156-100%$1.2M———
Liberty Wealth Management LLC
N/A—1,153-1,153-100%$816.8K———
Wall Street Financial Group, Inc.
N/A—1,153-1,153-100%$1.2M———
Oxford Financial Group, Ltd. LLC
N/A—1,152-1,152-100%$1.2M———
Lafayette Investments, Inc.
N/A—1,151-1,151-100%$1.2M———
Alan B Lancz & Associates, Inc.
N/A—1,150-1,150-100%$1.2M———
Northwest Bancshares, Inc.
N/A—1,150-1,150-100%$1.2M———
Integrated Investment Consultants, LLC
N/A—1,146-1,146-100%$1.2M———
Sonoma Allocations LLC
N/A—1,144-1,144-100%$1.2M———
Strategic Wealth Partners, Ltd.
N/A—1,140-1,140-100%$1.2M———
Legato Capital Management LLC
N/A—1,136-1,136-100%$1.2M———
Security National Bank of Sioux City Iowa
N/A—1,131-1,131-100%$1.2M———
Chase Investment Counsel Corp
N/A—1,130-1,130-100%$1.2M———
Silver Coast Investments LLC
N/A—1,129-1,129-100%$1.2M———
Schulhoff & Co Inc
N/A—1,127-1,127-100%$1.2M———
NorthStar Asset Management LLC
N/A—1,127-1,127-100%$1.2M———
Expressive Wealth LLC
N/A—1,118-1,118-100%$1.2M———
Sunflower Bank, N.A.
N/A—1,107-1,107-100%$1.2M———
Daviman Financial, LLC
N/A—1,106-1,106-100%$1.2M———
Stonebrook Private Inc.
N/A—1,101-1,101-100%$1.2M———
Royal Capital Wealth Management, LLC
N/A—1,100-1,100-100%$1.2M———
Clarion Wealth Managment Partners, LLC
N/A—1,096-1,096-100%$1.2M———
Atlas Legacy Advisors, LLC
N/A—1,096-1,096-100%$1.1M———
360 Financial, Inc.
N/A—1,095-1,095-100%$1.2M———
Highland Investment Advisors LLC
N/A—1,094-1,094-100%$1.2M———
Capital Group Investment Management Pte. Ltd.
N/A—1,089-1,089-100%$1.2M———
Strategies Wealth Advisors, LLC
N/A—1,086-1,086-100%$1.2M———
Dock Street Asset Management Inc
N/A—1,081-1,081-100%$1.2M———
BOK Financial Private Wealth, Inc.
N/A—1,081-1,081-100%$1.2M———
Aspire Growth Partners LLC
N/A—1,079-1,079-100%$1.1M———
Crews Bank & Trust
N/A—1,077-1,077-100%$1.1M———
Edgestream Partners, L.P.
N/A—1,076-1,076-100%$1.1M———
Legacy Trust
N/A—1,066-1,066-100%$1.1M———
Kane Investment Management, Inc.
N/A—1,056-1,056-100%$1.1M———
Wealth Advisors of Iowa, LLC
N/A—1,054-1,054-100%$1.1M———
Christine Messmer PC
N/A—1,053-1,053-100%$1.1M———
Blackhawk Capital Partners, LLC
N/A—1,053-1,053-100%$1.1M———
Puzo Michael J
N/A—1,050-1,050-100%$1.1M———
BlackDiamond Wealth Management, LLC
N/A—1,049-1,049-100%$878.4K———
Alesco Advisors, LLC, An ESL Co
N/A—1,048-1,048-100%$1.1M———
Coastwise Capital Group, LLC
N/A—1,045-1,045-100%$1.1M———
Khazanah Nasional Berhad
N/A—1,044-1,044-100%$1.1M———
Maxele Advisors, LLC
N/A—1,039-1,039-100%$1.1M———
Dash Acquisitions Inc.
N/A—1,035-1,035-100%$885.5K———
Byrne Financial Freedom, LLC
N/A—1,031-1,031-100%$1.1M———
Capital Financial Group Inc\co\
N/A—1,027-1,027-100%$1.1M———
Capstone Investment Advisors, LLC
N/A—1,026-1,026-100%$1.1M———
Aigen Investment Management, LP
N/A—1,025-1,025-100%$1.1M———
Fairfield, Bush & Co.
N/A—1,024-1,024-100%$1.1M———
VestGen Investment Management
N/A—1,023-1,023-100%$1.1M———
Channel Wealth LLC
N/A—1,018-1,018-100%$1.1M———
Centric Wealth Management
N/A—1,012-1,012-100%$885.1K———
CCG Wealth Management, LLC
N/A—1,011-1,011-100%$1.1M———
Dover Advisors, LLC
N/A—1,005-1,005-100%$575.7K———
First Western Trust Bank
N/A—1,004-1,004-100%$1.1M———
Daner Wealth Management, LLC
N/A—1,004-1,004-100%$858.3K———
U S Wealth Group, Llc.
N/A—1,003-1,003-100%$1.1M———
Warther Private Wealth, LLC
N/A—1,001-1,001-100%$1.1M———
Rothschild Capital Partners, LLC
N/A—996-996-100%$1.1M———
Falcon Wealth Planning
N/A—989-989-100%$1.1M———
Werba Rubin Papier Wealth Management
N/A—987-987-100%$1.1M———
Reyl & Cie S.A.
N/A—985-985-100%$699.7K———
Trust Co of Kansas
N/A—985-985-100%$1.0M———
Personal CFO Solutions, LLC
N/A—984-984-100%$1.0M———
Accent Capital Management, LLC
N/A—980-980-100%$1.0M———
Capstone Wealth Management, Inc.
N/A—979-979-100%$982.6K———
Kelly Lawrence W & Associates Inc
N/A—979-979-100%$1.0M———
Fosun International Ltd
N/A—978-978-100%$1.0M———
Second Line Capital, LLC
N/A—972-972-100%$1.0M———
Sienna Gestion
N/A—972-972-100%$1.0M———
Requisite Capital Management, LLC
N/A—972-972-100%$1.0M———
Harvest Investment Services, LLC
N/A—971-971-100%$1.0M———
Bearing Point Capital, LLC
N/A—968-968-100%$1.0M———
TriCert Investment Counsel Inc.
N/A—967-967-100%$1.0M———
Signet Private Wealth LLC
N/A—958-958-100%$1.0M———
AXA S.A.
N/A—957-957-100%$864.5K———
Abbot Financial Management, Inc.
N/A—950-950-100%$1.0M———
Ponta Wealth Partners, LLC
N/A—942-942-100%$1.0M———
South Street Advisors LLC
N/A—940-940-100%$1.0M———
Garden State Investment Advisory Services LLC
N/A—939-939-100%$1.0M———
WNY Asset Management, LLC
N/A—938-938-100%$998.9K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—937-937-100%$997.8K———
Sagewood Asset Management LP
N/A—937-937-100%$997.8K———
Financial Advisors Network, Inc.
N/A—937-937-100%$997.5K———
Drucker Wealth 3.0, LLC
N/A—933-933-100%$993.3K———
Medallion Wealth Advisors, LLC
N/A—932-932-100%$993.8K———
Invst, LLC
N/A—922-922-100%$981.8K———
O'rourke & Company, Inc
N/A—920-920-100%$980.1K———
Laraway Financial Advisors Inc
N/A—913-913-100%$972.3K———
Kesler, Norman & Wride, LLC
N/A—909-909-100%$967.8K———
Athena Investment Management
N/A—906-906-100%$964.8K———
Crestmont Private Wealth LLC
N/A—905-905-100%$963.7K———
Hutchinson Capital Management
N/A—905-905-100%$963.7K———
Elk River Wealth Management LLC
N/A—905-905-100%$964.0K———
Cohen & Steers, Inc.
N/A—900-900-100%$958.0K———
PenderFund Capital Management Ltd.
N/A—900-900-100%$958.4K———
W1m Asset Management Ltd
N/A—888-888-100%$945.3K———
Berkeley Capital Partners, LLC
N/A—888-888-100%$945.6K———
Waterford Advisors, LLC
N/A—885-885-100%$942.4K———
Private Advisory Group LLC
N/A—881-881-100%$937.9K———
Winslow Asset Management Inc
N/A—880-880-100%$937.0K———
Novare Capital Management LLC
N/A—875-875-100%$931.5K———
denkapparat Operations GmbH
N/A—874-874-100%$930.7K———
Legacy Edge Advisors, LLC
N/A—873-873-100%$929.7K———
OneAscent Family Office, LLC
N/A—871-871-100%$928.0K———
Sand Hill Global Advisors, LLC
N/A—871-871-100%$927.5K———
Koss-Olinger Consulting, LLC
N/A—870-870-100%$926.1K———
Wallace Hart LLC
N/A—864-864-100%$920.1K———
Old North State Trust, LLC
N/A—864-864-100%$920.0K———
Vanguard National Trust Co
N/A—860-860-100%$915.8K———
Stonebridge Financial Planning Group, LLC
N/A—854-854-100%$908.9K———
Jackson Thornton Wealth Management, LLC
N/A—851-851-100%$906.2K———
Burling Wealth Partners, LLC
N/A—851-851-100%$906.2K———
SOA Wealth Advisors, Llc.
N/A—848-848-100%$902.6K———
Star Financial Bank
N/A—844-844-100%$898.8K———
Adams Wealth Management
N/A—841-841-100%$895.6K———
USA Financial Formulas
N/A—840-840-100%$894.5K———
Kera Capital Partners, Inc.
N/A—834-834-100%$888.1K———
Accretive Wealth Partners, LLC
N/A—833-833-100%$887.1K———
Wealth Management Associates, Inc.
N/A—831-831-100%$885.3K———
Aldebaran Financial Inc.
N/A—830-830-100%$883.9K———
KMT Wealth Management, LLC
N/A—829-829-100%$883.3K———
Tulsa Wealth Advisors, Inc
N/A—827-827-100%$880.5K———
DF Dent & Co Inc
N/A—827-827-100%$880.7K———
Genesis Financial Group, LLC
N/A—825-825-100%$878.9K———
JT Stratford LLC
N/A—823-823-100%$876.4K———
Stevens Capital Management LP
N/A—822-822-100%$875.0K———
One Charles Private Wealth Services, LLC
N/A—820-820-100%$872.9K———
JMN Financial LLC
N/A—819-819-100%$872.2K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—818-818-100%$871.1K———
Intrepid Capital Management Inc
N/A—817-817-100%$870.0K———
Triton Financial Group Inc
N/A—816-816-100%$869.4K———
Cannon Wealth Management Services, LLC
N/A—815-815-100%$867.9K———
Wellington-Altus USA Inc.
N/A—815-815-100%$577.4K———
Prostatis Group LLC
N/A—815-815-100%$868.0K———
Teucrium Investment Advisors, LLC
N/A—809-809-100%$861.5K———
Stoneridge Investment Partners LLC
N/A—808-808-100%$658———
Jupiter Wealth Management LLC
N/A—808-808-100%$860.4K———
McLean Asset Management Corp
N/A—806-806-100%$657.1K———
iSAM Funds (UK) Ltd
N/A—800-800-100%$851.9K———
Cape COD Five Cents Savings Bank
N/A—799-799-100%$850.9K———
Phillips Wealth Planners LLC
N/A—795-795-100%$747.4K———
Aspen Grove Capital, LLC
N/A—795-795-100%$846.6K———
Baron Silver Stevens Financial Advisors, LLC
N/A—794-794-100%$845.5K———
Disciplined Investments, LLC
N/A—788-788-100%$838.8K———
Fieldview Capital Management, LLC
N/A—787-787-100%$838.1K———
Eaton Financial Holdings Company, LLC
N/A—787-787-100%$838.2K———
Pettee Investors, Inc.
N/A—783-783-100%$833.8K———
Alpine Woods Capital Investors, LLC
N/A—781-781-100%$831.7K———
DV Trading LLC
N/A—780-780-100%$830.6K———
Roble, Belko & Company, Inc
N/A—779-779-100%$830.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—778-778-100%$828.9K———
Second Half Financial Partners, LLC
N/A—771-771-100%$821.3K———
MRP Capital Investments, LLC
N/A—770-770-100%$820.0K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—766-766-100%$815.7K———
Strategic Investment Solutions, Inc.
N/A—764-764-100%$814.4K———
New World Advisors LLC
N/A—757-757-100%$806.1K———
Buffalo Business & Estate Services LTD
N/A—756-756-100%$805.3K———
Elm Partners Management LLC
N/A—756-756-100%$805.0K———
Longview Financial Advisors LLC
N/A—751-751-100%$799.7K———
Calydon Capital
N/A—750-750-100%$798.7K———
Pingora Partners LLC
N/A—750-750-100%$798.7K———
Eurizon SLJ Capital Ltd
N/A—747-747-100%$795.5K———
Financial Life Planners
N/A—747-747-100%$795.9K———
Wick Capital Partners, LLC
N/A—736-736-100%$783.8K———
Orion Capital Management LLC
N/A—735-735-100%$782.7K———
American Trust
N/A—733-733-100%$780.6K———
Severin Investments, LLC
N/A—732-732-100%$779.4K———
Conscious Wealth Investments, LLC
N/A—732-732-100%$651.5K———
Piedmont Capital Management, LLC
N/A—732-732-100%$724.2K———
Wealthspire Retirement, LLC
N/A—727-727-100%$774.0K———
Bouchey Financial Group, Ltd.
N/A—727-727-100%$774.0K———
Shufro Rose & Co LLC
N/A—714-714-100%$760.3K———
Vista Capital Partners, Inc.
N/A—712-712-100%$758.2K———
Darden Wealth Group Inc
N/A—711-711-100%$757.5K———
Concorde Asset Management, LLC
N/A—710-710-100%$756.1K———
DRW Securities, LLC
N/A—709-709-100%$755.0K———
UP Strategic Wealth Investment Advisors LLC
N/A—708-708-100%$616.7K———
Causey Wealth LLC
N/A—707-707-100%$752.9K———
RED Reef Advisors LLC
N/A—700-700-100%$745.4K———
Tandem Wealth Advisors LLC
N/A—694-694-100%$739.0K———
N.E.W. Advisory Services LLC
N/A—686-686-100%$731.0K———
Pioneer Trust Bank N A
N/A—683-683-100%$727.3K———
Dynasty Wealth Management, LLC
N/A—681-681-100%$725.1K———
truNorth Financial Services, Inc.
N/A—678-678-100%$722.2K———
Impact Partnership Wealth, LLC
N/A—678-678-100%$722.3K———
Blalock Williams, LLC
N/A—677-677-100%$720.9K———
Doheny Asset Management
N/A—677-677-100%$721.0K———
Ballast Advisors LLC
N/A—676-676-100%$719.9K———
Nelson Capital Management, LLC
N/A—673-673-100%$716.7K———
Yarger Wealth Strategies, LLC
N/A—672-672-100%$639.8K———
Barnes Pettey Financial Advisors, LLC
N/A—670-670-100%$713.5K———
Broadleaf Partners, LLC
N/A—670-670-100%$713.5K———
Patron Partners, LLC
N/A—668-668-100%$711.4K———
SGL Investment Advisors, Inc.
N/A—664-664-100%$556.2K———
Mayport, LLC
N/A—663-663-100%$706.0K———
KDT Advisors, LLC
N/A—657-657-100%$699.6K———
Tower Wealth Partners, Inc.
N/A—657-657-100%$699.6K———
First Commonwealth Financial Corp
N/A—655-655-100%$697.5K———
Safeguard Investment Advisory Group, LLC
N/A—653-653-100%$695.6K———
Caerus Investment Advisors, LLC
N/A—648-648-100%$690.1K———
Flatrock Wealth Partners LLC
N/A—646-646-100%$687.6K———
S Harris Financial Group, LLC
N/A—640-640-100%$681.6K———
Strategic Financial Concepts, LLC
N/A—640-640-100%$681.8K———
OneAscent Investment Solutions LLC
N/A—635-635-100%$676.2K———
Good Steward Wealth Advisors,LLC
N/A—635-635-100%$676.2K———
Beto Financial Group, LLC
N/A—634-634-100%$548.0K———
Hilltop Partners LLC
N/A—633-633-100%$673.9K———
Saranac Partners Ltd
N/A—632-632-100%$673.0K———
Cascade Financial Partners, LLC
N/A—631-631-100%$672.0K———
Omnia Family Wealth, LLC
N/A—631-631-100%$672.0K———
Houlihan Financial Resource Group, Ltd.
N/A—629-629-100%$669.8K———
Permanens Capital L.P.
N/A—628-628-100%$668.8K———
Traub Capital Management LLC
N/A—627-627-100%$668.0K———
Paces Ferry Wealth Advisors, LLC
N/A—626-626-100%$666.3K———
Fi3 Financial Advisors, LLC
N/A—621-621-100%$383.1K———
one8zero8, LLC
N/A—619-619-100%$658.6K———
Peak Retirement Planning, Inc.
N/A—614-614-100%$654.1K———
Hall Capital Management Co Inc
N/A—613-613-100%$652.8K———
Capital Counsel LLC
N/A—611-611-100%$650.7K———
Quantessence Capital LLC
N/A—610-610-100%$649.6K———
Kapstone Financial Advisors LLC
N/A—607-607-100%$646.4K———
Unison Asset Management LLC
N/A—606-606-100%$645.3K———
Bannerstone Capital Management, LLC
N/A—605-605-100%$644.3K———
Bernicke Wealth Management, Ltd.
N/A—604-604-100%$643.4K———
Tolleson Wealth Management, Inc.
N/A—600-600-100%$638.9K———
Wealthquest Corp
N/A—600-600-100%$638.9K———
Coston, McIsaac & Partners
N/A—596-596-100%$628.0K———
Brightwater Advisory LLC
N/A—592-592-100%$630.2K———
M1 Capital Management LLC
N/A—591-591-100%$629.4K———
Stonebridge Financial Group, LLC / MO
N/A—588-588-100%$626.0K———
Concentrum Wealth Management
N/A—588-588-100%$626.6K———
Aspen Capital Management, LLC
N/A—584-584-100%$621.9K———
Safe Harbor Fiduciary, LLC
N/A—584-584-100%$621.9K———
Cheviot Value Management, LLC
N/A—583-583-100%$620.8K———
Red Wave Investments LLC
N/A—583-583-100%$621.0K———
IMA Advisory Services, Inc.
N/A—581-581-100%$618.7K———
Talisman Wealth Advisors LLC
N/A—581-581-100%$618.6K———
Krane Funds Advisors LLC
N/A—580-580-100%$617.6K———
OAK Associates LTD
N/A—579-579-100%$616.6K———
Consilio Wealth Advisors, LLC
N/A—576-576-100%$613.4K———
Orion Investment Co
N/A—575-575-100%$612.3K———
WIN Advisors, Inc
N/A—574-574-100%$611.3K———
Ninepoint Partners LP
N/A—568-568-100%$604.9K———
Boothbay Fund Management, LLC
N/A—566-566-100%$602.7K———
Roehl & Yi Investment Advisors, LLC
N/A—565-565-100%$601.7K———
Estate Planners Group, LLC
N/A—565-565-100%$601.9K———
Cloud Capital Management, LLC
N/A—563-563-100%$598.0K———
Strategic Financial Services, Inc.
N/A—563-563-100%$599.5K———
Granite Harbor Advisors, Inc.
N/A—561-561-100%$597.4K———
McKinney Capital Management, LLC
N/A—560-560-100%$596.3K———
McMillan Office, Inc.
N/A—559-559-100%$595.3K———
Beaird Harris Wealth Management, LLC
N/A—555-555-100%$591.0K———
Greenline Wealth Management LLC
N/A—555-555-100%$591.4K———
Mason & Associates Inc
N/A—553-553-100%$588.9K———
Borer Denton & Associates, Inc.
N/A—553-553-100%$588.9K———
Fourth Dimension Wealth, LLC
N/A—550-550-100%$585.7K———
Oxinas Partners, LLC
N/A—549-549-100%$584.8K———
Carson Advisory Inc.
N/A—548-548-100%$583.6K———
Twin Peaks Wealth Advisors, LLC
N/A—548-548-100%$583.4K———
Addison Advisors LLC
N/A—543-543-100%$578.2K———
Clarendon Private LLC
N/A—541-541-100%$575.6K———
North Dallas Bank & Trust Co
N/A—540-540-100%$575.0K———
Parvin Asset Management, LLC
N/A—540-540-100%$575.0K———
Gallagher Fiduciary Advisors, LLC
N/A—539-539-100%$573.9K———
CMT Capital Markets Trading GmbH
N/A—538-538-100%$573.0K———
Ducere Wealth Management LLC
N/A—535-535-100%$569.8K———
Aegis Wealth Management LLC
N/A—535-535-100%$569.7K———
Storen Legacy Partners, LLC
N/A—534-534-100%$568.9K———
National Philanthropic Trust
N/A—532-532-100%$566.5K———
9823 Capital, L.P.
N/A—531-531-100%$565.5K———
Vance Wealth, LLC
N/A—525-525-100%$559.1K———
Maimon Wealth Management Ltd.
N/A—525-525-100%$559.1K———
Integrity Financial Corp
N/A—525-525-100%$559.0K———
Strategic Financial Partners, Ltd.
N/A—524-524-100%$558.9K———
Custos Family Office, LLC
N/A—523-523-100%$557.0K———
Sharpepoint LLC
N/A—523-523-100%$557.2K———
Fielder Capital Group LLC
N/A—520-520-100%$553.4K———
Brand Asset Management Group, Inc.
N/A—517-517-100%$550.6K———
Round Rock Advisors LLC
N/A—515-515-100%$548.4K———
Element Wealth, LLC
N/A—510-510-100%$542.6K———
Passive Capital Management, Llc.
N/A—508-508-100%$291.0K———
Nvest Financial, LLC
N/A—508-508-100%$540.5K———
Kirtland Hills Capital Management, LLC
N/A—506-506-100%$539.3K———
Sandro Wealth Management LLC
N/A—504-504-100%$537.0K———
Hudson Value Partners, LLC
N/A—503-503-100%$535.6K———
United Bank
N/A—502-502-100%$534.6K———
Keyvantage Wealth, LLC
N/A—501-501-100%$533.5K———
Hurricane Capital Advisors LLC
N/A—500-500-100%$532.5K———
Hartree Partners, LP
N/A—500-500-100%$532.5K———
New Paradigm Capital Management, LLC
N/A—500-500-100%$532.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—500-500-100%$532.5K———
Octavia Wealth Advisors, LLC
N/A—495-495-100%$527.5K———
Owen LaRue, LLC
N/A—493-493-100%$525.1K———
Blueshift Asset Management, LLC
N/A—490-490-100%$521.8K———
TD Capital Management LLC
N/A—487-487-100%$519.0K———
Pennington Partners & Co., LLC
N/A—487-487-100%$518.7K———
Napier Financial, LLC
N/A—486-486-100%$517.5K———
CFO4Life Group, LLC
N/A—486-486-100%$517.5K———
WealthShield Partners, LLC
N/A—486-486-100%$517.5K———
Tortoise Investment Management, LLC
N/A—485-485-100%$516.5K———
Betterment LLC
N/A—482-482-100%$513.0K———
Fortis Capital Advisors, LLC
N/A—478-478-100%$509.4K———
Godfrey Financial Associates, Inc.
N/A—475-475-100%$505.8K———
First Long Island Investors, LLC
N/A—474-474-100%$504.8K———
V. M. Manning & Co., Inc.
N/A—472-472-100%$502.2K———
Planning Directions Inc
N/A—472-472-100%$503.1K———
LeClair Wealth Partners LLC
N/A—471-471-100%$501.8K———
Palisades Hudson Asset Management, L.P.
N/A—471-471-100%$496.0K———
ProVise Management Group, LLC
N/A—470-470-100%$500.5K———
Legacy Wealth Advisors, LLC
N/A—467-467-100%$497.3K———
Magnolia Private Wealth, LLC
N/A—466-466-100%$496.2K———
Matters Capital LLC
N/A—464-464-100%$494.1K———
Sharp Wealth Advisory, LLC
N/A—464-464-100%$493.6K———
Marshall Financial Group, LLC
N/A—464-464-100%$494.3K———
Summit Wealth & Retirement Planning, Inc.
N/A—463-463-100%$493.0K———
Tiaa Trust, National Association
N/A—462-462-100%$492.0K———
Mosaic Financial Group, LLC
N/A—460-460-100%$490.0K———
Rowlandmiller & Partners.adv
N/A—456-456-100%$485.9K———
CoreFirst Bank & Trust
N/A—454-454-100%$483.5K———
Sovereign Investment Advisors, LLC
N/A—452-452-100%$481.3K———
Ironwood Investment Management LLC
N/A—450-450-100%$479.2K———
Tailwinds Wealth, LLC
N/A—450-450-100%$479.5K———
M3 Advisory Group, LLC
N/A—449-449-100%$478.1K———
Morton Community Bank
N/A—447-447-100%$476.0K———
Prasad Wealth Partners, LLC
N/A—437-437-100%$464.9K———
Pine Harbor Wealth Management, LLC
N/A—436-436-100%$464.3K———
Next Capital Management LLC
N/A—435-435-100%$463.2K———
Entelevest, LLC
N/A—435-435-100%$463.2K———
EntryPoint Capital, LLC
N/A—433-433-100%$461.1K———
Rasp Wealth Solutions, LLC
N/A—433-433-100%$461.5K———
Rockbridge Investment Management, LCC
N/A—432-432-100%$459.8K———
Cornerstone Capital, Inc.
N/A—430-430-100%$457.9K———
Lathrop Investment Management Co
N/A—429-429-100%$457.0K———
Ariadne Wealth Management, LP
N/A—428-428-100%$455.8K———
Affinity Wealth Management LLC
N/A—425-425-100%$453.1K———
Brio Consultants, LLC
N/A—422-422-100%$449.4K———
Novak & Powell Financial Services, Inc.
N/A—421-421-100%$448.1K———
Meramec Financial Planners, LLC
N/A—418-418-100%$365.0K———
Panoramic Capital Partners, LLC
N/A—417-417-100%$444.1K———
GW&K Investment Management, LLC
N/A—416-416-100%$443.0K———
MOR Wealth Management, LLC
N/A—414-414-100%$440.9K———
Cbiz Investment Advisory Services, LLC
N/A—405-405-100%$287.2K———
Horizon Bancorp Inc
N/A—404-404-100%$430.0K———
Welch Financial Planning, LLC
N/A—403-403-100%$429.3K———
White Knight Strategic Wealth Advisors, LLC
N/A—402-402-100%$428.1K———
SIG Brokerage, LP
N/A—401-401-100%$427.0K———
NWM Advisors, LLC
N/A—401-401-100%$427.0K———
Proffitt & Goodson Inc
N/A—400-400-100%$426.0K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—400-400-100%$426.0K———
Benningfield Financial Advisors, LLC
N/A—400-400-100%$426.0K———
Granite Bay Wealth Management, LLC
N/A—400-400-100%$426.0K———
Summit Wealth Group, LLC
N/A—399-399-100%$424.9K———
Compton Financial Group, LLC
N/A—397-397-100%$423.1K———
Headinvest, LLC
N/A—396-396-100%$421.7K———
Wealthedge Investment Advisors, LLC
N/A—395-395-100%$421.4K———
Meridian Wealth Partners, LLC
N/A—393-393-100%$418.1K———
Aimz Investment Advisors, LLC
N/A—392-392-100%$417.0K———
Bolthouse Investments, LLC
N/A—391-391-100%$415.9K———
Allied Private Wealth LLC
N/A—390-390-100%$370.4K———
FMB Wealth Management
N/A—387-387-100%$412.2K———
Fortis Group Advisors, LLC
N/A—386-386-100%$411.4K———
SSA Swiss Advisors AG
N/A—385-385-100%$410.0K———
Conservest Capital Advisors, Inc.
N/A—385-385-100%$409.5K———
Allred Capital Management, LLC
N/A—384-384-100%$408.9K———
Ruedi Wealth Management, Inc.
N/A—384-384-100%$409.1K———
Ames National Corp
N/A—383-383-100%$407.9K———
IAG Wealth Partners, LLC
N/A—383-383-100%$407.9K———
Prelude Capital Management, LLC
N/A—380-380-100%$404.7K———
ForthRight Wealth Management, LLC
N/A—378-378-100%$402.5K———
Northstar Asset Management Inc
N/A—378-378-100%$402.5K———
Pursuit Wealth Strategies, LLC
N/A—375-375-100%$399.8K———
VSM Wealth Advisory, LLC
N/A—373-373-100%$397.7K———
J. M. Brown & Associates Inc.
N/A—373-373-100%$396.9K———
OakTrust Wealth Advisors, LLC
N/A—373-373-100%$397.2K———
First National Advisers, LLC
N/A—372-372-100%$396.1K———
Port Capital LLC
N/A—372-372-100%$396.1K———
Navalign, LLC
N/A—370-370-100%$394.0K———
JTC Employer Solutions Trustee Ltd
N/A—370-370-100%$394.0K———
Investment Advisory Group, LLC
N/A—370-370-100%$394.3K———
Access Financial Services, Inc.
N/A—369-369-100%$392.6K———
Ruggiero Investments, Inc.
N/A—368-368-100%$391.9K———
Topsail Wealth Management, LLC
N/A—367-367-100%$390.8K———
LM Advisors LLC
N/A—365-365-100%$388.0K———
BTG Pactual Asset Management US LLC
N/A—364-364-100%$387.6K———
Cetera Trust Company, N.a
N/A—359-359-100%$382.3K———
Polymer Capital Management (US) LLC
N/A—357-357-100%$380.2K———
Cogent Private Wealth, Inc.
N/A—357-357-100%$380.2K———
Cedarwood Wealth LLC
N/A—356-356-100%$379.3K———
Denver Wealth Management, Inc.
N/A—355-355-100%$378.4K———
V2 Financial group LLC
N/A—353-353-100%$376.1K———
Swan Global Investments, LLC
N/A—352-352-100%$374.8K———
Centiva Capital, LP
N/A—351-351-100%$373.8K———
Everest Financial Group LLC
N/A—349-349-100%$371.3K———
CIM, LLC
N/A—348-348-100%$370.5K———
HighMark Wealth Management LLC
N/A—345-345-100%$367.6K———
Aspire Capital Advisors LLC
N/A—343-343-100%$365.5K———
Legacy Wealth Managment, LLC
N/A—341-341-100%$362.8K———
Rench Wealth Management, Inc.
N/A—341-341-100%$363.6K———
Altar Rock LLC
N/A—339-339-100%$361.0K———
Duncan Williams Asset Management, LLC
N/A—338-338-100%$359.9K———
Warburton Capital Management, LLC
N/A—335-335-100%$356.0K———
Macro Advisors, Inc.
N/A—335-335-100%$356.3K———
Financial Freedom, LLC
N/A—335-335-100%$357.0K———
Grand Wealth Management, LLC
N/A—334-334-100%$355.7K———
PIN OAK Investment Advisors Inc
N/A—333-333-100%$355.0K———
Capital Asset Managemnet, LLC
N/A—330-330-100%$351.4K———
Fiducient Advisors LLC
N/A—330-330-100%$351.4K———
Melfa Wealth Management, Inc.
N/A—330-330-100%$351.6K———
Ruggaard & Associates LLC
N/A—329-329-100%$350.4K———
All Terrain Financial Advisors, LLC
N/A—329-329-100%$350.4K———
NerdWallet Wealth Partners, LLC
N/A—328-328-100%$349.3K———
Oberweis Asset Management Inc/
N/A—328-328-100%$349.6K———
Wood Tarver Financial Group, LLC
N/A—326-326-100%$347.0K———
Bienville Capital Management, LLC
N/A—324-324-100%$345.0K———
Storgate, LLC
N/A—322-322-100%$342.9K———
Pinnacle Family Advisors, LLC
N/A—320-320-100%$341.0K———
Cape ANN Savings Bank
N/A—320-320-100%$340.8K———
Per Stirling Capital Management, Llc.
N/A—320-320-100%$341.0K———
Peak Planning Group, LLC
N/A—319-319-100%$339.7K———
Integrated Quantitative Investments LLC
N/A—318-318-100%$338.6K———
Mars Jewett Financial Group, Inc.
N/A—316-316-100%$336.9K———
PMG Wealth Management, Inc.
N/A—315-315-100%$335.4K———
Parkwoods Wealth Partners, LLC
N/A—315-315-100%$335.4K———
Riverstone Advisors, LLC
N/A—314-314-100%$334.4K———
Vista Investment Management
N/A—314-314-100%$334.4K———
Peak Asset Management, LLC
N/A—312-312-100%$332.2K———
FreeGulliver LLC
N/A—312-312-100%$332.2K———
McDonough Capital Management, Inc
N/A—310-310-100%$330.1K———
Corsicana & Co.
N/A—309-309-100%$329.1K———
Resolute Capital, LLC
N/A—308-308-100%$327.9K———
Applied Capital LLC
N/A—307-307-100%$326.9K———
SSI Investment Management LLC
N/A—307-307-100%$326.9K———
Apriem Advisors
N/A—307-307-100%$326.9K———
Synergy Investment Management, LLC
N/A—306-306-100%$314.9K———
Graney & King, LLC
N/A—303-303-100%$322.6K———
Resurgent Financial Advisors LLC
N/A—301-301-100%$320.9K———
Avalon Trust Co
N/A—300-300-100%$319.5K———
Ceeto Capital Group, LLC
N/A—300-300-100%$319.0K———
17 Capital Partners, LLC
N/A—300-300-100%$319.5K———
Broyhill Asset Management, LLC
N/A—300-300-100%$319.5K———
HTG Investment Advisors, Inc.
N/A—300-300-100%$319.9K———
Carter Financial, LLC
N/A—300-300-100%$319.5K———
Brooks, Moore & Associates, Inc.
N/A—300-300-100%$319.5K———
FFT Wealth Management LLC
N/A—300-300-100%$319.5K———
Castle Wealth Management LLC
N/A—299-299-100%$318.4K———
Coign Capital Advisors LLC
N/A—298-298-100%$317.9K———
Horizon Investment Services, LLC
N/A—297-297-100%$317.2K———
Guardian Capital, LLC
N/A—296-296-100%$315.4K———
Saturna Capital Corp
N/A—295-295-100%$314.1K———
CM Wealth Advisors LLC
N/A—295-295-100%$314.1K———
Phocas Financial Corp.
N/A—295-295-100%$314.1K———
Dynamic Technology Lab Private Ltd
N/A—294-294-100%$313.0K———
Symphony Financial Services, Inc.
N/A—293-293-100%$312.1K———
Dunhill Financial, LLC
N/A—292-292-100%$311.1K———
Atlantic Family Wealth, LLC
N/A—292-292-100%$311.0K———
Dividend Assets Capital, LLC
N/A—291-291-100%$309.9K———
Martingale Asset Management L P
N/A—291-291-100%$309.9K———
Z3 Capital Partners, LLC
N/A—290-290-100%$308.8K———
Eaton-Cambridge Inc.
N/A—288-288-100%$306.7K———
Regatta Research & Money Management
N/A—288-288-100%$303.3K———
Algert Global LLC
N/A—287-287-100%$305.6K———
Avant Capital LLC
N/A—287-287-100%$305.4K———
Tribridge Partners Financial LLC
N/A—286-286-100%$249.8K———
Motco
N/A—286-286-100%$304.6K———
Financial Sense Advisors, Inc.
N/A—285-285-100%$303.5K———
Quantum Portfolio Management LLC
N/A—282-282-100%$300.3K———
Ketron Financial
N/A—281-281-100%$298.9K———
Claret Asset Management Corp
N/A—279-279-100%$297.0K———
Earnest Partners LLC
N/A—278-278-100%$296.0K———
Pack Private Wealth, LLC
N/A—276-276-100%$293.9K———
Select Asset Management & Trust
N/A—272-272-100%$290.0K———
Everest Private Wealth
N/A—272-272-100%$289.7K———
Indie Asset Partners, LLC
N/A—270-270-100%$287.5K———
Holistic Financial Partners
N/A—270-270-100%$287.7K———
Slagle Financial, LLC
N/A—269-269-100%$286.5K———
AlphaGrep UK Ltd
N/A—268-268-100%$285.4K———
Libra Wealth LLC
N/A—268-268-100%$285.4K———
Sequent Planning LLC
N/A—266-266-100%$283.7K———
Arkos Global Advisors
N/A—266-266-100%$283.0K———
Corsair Capital Management, L.P.
N/A—266-266-100%$283.3K———
Darwin Wealth Management, LLC
N/A—266-266-100%$283.3K———
Gardner Russo & Quinn LLC
N/A—265-265-100%$282.2K———
Francis Financial, Inc.
N/A—265-265-100%$282.2K———
Miller Capital Partners, Inc.
N/A—265-265-100%$282.2K———
BCV Asset Management Inc.
N/A—265-265-100%$274.4K———
Pring Turner Capital Group Inc
N/A—263-263-100%$225.4K———
Payne Capital Management, LLC
N/A—261-261-100%$277.9K———
Odyssey Group, LLC
N/A—260-260-100%$276.9K———
Delos Wealth Advisors, LLC
N/A—259-259-100%$275.8K———
Quarry LP
N/A—259-259-100%$275.8K———
Atlas Wealth LLC
N/A—258-258-100%$274.7K———
Chaney Capital Management, Inc.
N/A—256-256-100%$272.6K———
Himension Capital (Singapore) Pte. Ltd.
N/A—255-255-100%$271.6K———
Winch Advisory Services, LLC
N/A—254-254-100%$270.6K———
Mountain Capital Investment Advisors Inc.
N/A—254-254-100%$270.3K———
Partners in Financial Planning
N/A—254-254-100%$270.5K———
LMR Partners LLP
N/A—252-252-100%$268.4K———
Talon Private Wealth, LLC
N/A—252-252-100%$267.9K———
Bcgm Wealth Management, LLC
N/A—250-250-100%$266.2K———
McGinn Penninger Investment Management, Inc.
N/A—250-250-100%$266.0K———
Jacobson & Schmitt Advisors, LLC
N/A—250-250-100%$266.2K———
Clifford Group, LLC
N/A—250-250-100%$266.2K———
Avenir Corp
N/A—250-250-100%$266.2K———
Fullerton Fund Management Co Ltd.
N/A—249-249-100%$265.2K———
Stillwater Private Wealth, LLC
N/A—248-248-100%$212———
Van Diest Capital, LLC
N/A—248-248-100%$263.8K———
Bank Hapoalim BM
N/A—247-247-100%$263.0K———
Centennial Bank
N/A—246-246-100%$262.0K———
LifePlan Investment Advisors, Inc.
N/A—246-246-100%$262.2K———
Tobias Financial Advisors, Inc.
N/A—242-242-100%$257.7K———
Alley Investment Management Company, LLC
N/A—242-242-100%$257.7K———
Wallace Advisory Group, LLC
N/A—241-241-100%$256.6K———
Shared Vision Wealth Group LLC
N/A—241-241-100%$256.3K———
PCG Wealth Advisors, LLC
N/A—240-240-100%$255.6K———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—240-240-100%$255.6K———
Kiker Wealth Management, LLC
N/A—240-240-100%$255.6K———
Gross & Hartman Investments LLC
N/A—239-239-100%$254.8K———
1015 Capital Partners, LLC
N/A—238-238-100%$253.4K———
Orcam Financial Group
N/A—236-236-100%$251.3K———
Gambit Capital Management, LLC
N/A—236-236-100%$251.3K———
Schiavi & Co LLC
N/A—235-235-100%$250.1K———
Morris Financial Concepts, Inc.
N/A—235-235-100%$250.3K———
Sachetta, LLC
N/A—232-232-100%$247.1K———
Audent Global Asset Management, LLC
N/A—231-231-100%$246.0K———
Northwest & Ethical Investments L.P.
N/A—231-231-100%$238.7K———
Wealthgarden F.S. LLC
N/A—229-229-100%$243.5K———
Vistica Wealth Advisors, LLC
N/A—228-228-100%$242.8K———
Knightsbridge Asset Management, LLC
N/A—228-228-100%$242.8K———
Thompson David Blair
N/A—226-226-100%$240.7K———
Aspen Wealth Strategies, LLC
N/A—226-226-100%$240.7K———
Bayesian Capital Management, LP
N/A—226-226-100%$240.7K———
Abound Financial, LLC
N/A—225-225-100%$239.6K———
Mawer Investment Management Ltd.
N/A—225-225-100%$239.6K———
Kirkwood Financial Services
N/A—223-223-100%$237.5K———
Strait & Sound Wealth Management LLC
N/A—223-223-100%$237.5K———
Hemenway Trust Co LLC
N/A—222-222-100%$236.4K———
Opus Financial Solutions LLC
N/A—222-222-100%$236.4K———
Mendel Capital Management LLC
N/A—222-222-100%$235.9K———
PlanVest Financial, Inc
N/A—222-222-100%$236.1K———
Forefront Wealth Partners, LLC
N/A—221-221-100%$236.2K———
LGL Partners, LLC
N/A—221-221-100%$235.8K———
Carroll Investors, Inc
N/A—220-220-100%$234.3K———
Atlantic Private Wealth, LLC
N/A—219-219-100%$233.4K———
Auxano Advisors, LLC
N/A—217-217-100%$231.1K———
Westbourne Investments, Inc.
N/A—215-215-100%$229.0K———
Johnson Wealth Management, LLC
N/A—214-214-100%$227.9K———
Manhattan West Asset Management, LLC
N/A—214-214-100%$227.9K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—213-213-100%$227.3K———
Sonoma Private Wealth LLC
N/A—213-213-100%$226.8K———
Corus Family Wealth Advisors
N/A—213-213-100%$226.7K———
Silicon Valley Capital Partners
N/A—212-212-100%$225.5K———
Evergreen Wealth Partners LLC
N/A—212-212-100%$226.2K———
Prospect Financial Services LLC
N/A—209-209-100%$222.6K———
Lutz Financial Services LLC
N/A—208-208-100%$221.5K———
PAX Financial Group, LLC
N/A—208-208-100%$221.5K———
Pasadena Private Wealth, LLC
N/A—203-203-100%$215.8K———
Providence Capital Advisors, LLC
N/A—202-202-100%$215.1K———
Godshalk Welsh Capital Management, Inc.
N/A—200-200-100%$213.0K———
Patrick Mauro Investment Advisor, Inc.
N/A—200-200-100%$213.0K———
Timbuktu Capital Management, LLC
N/A—200-200-100%$213.0K———
Winning Points Advisors, LLC
N/A—200-200-100%$213.0K———
Robotti Robert
N/A—200-200-100%$213.0K———
Zevin Asset Management LLC
N/A—200-200-100%$213.0K———
Broadwater Capital Management LLC
N/A—200-200-100%$213.0K———
Croban
N/A—200-200-100%$213.0K———
Chelsea Counsel Co
N/A—200-200-100%$213.0K———
Retirement Planning Group, LLC / NY
N/A—199-199-100%$211.9K———
Atlas Capital Advisors Inc.
N/A—198-198-100%$210.9K———
Drake & Associates, LLC
N/A—198-198-100%$210.9K———
Alpha Financial Partners LLC
N/A—198-198-100%$210.6K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—196-196-100%$208.2K———
Regency Capital Management Inc.\DE
N/A—195-195-100%$207.6K———
BWM Planning, LLC
N/A—194-194-100%$206.9K———
Lotus Technology Management, LP
N/A—194-194-100%$206.6K———
D L Carlson Investment Group Inc
N/A—193-193-100%$205.5K———
Kerr Financial Planning Corp
N/A—193-193-100%$204.5K———
Seneca House Advisors
N/A—192-192-100%$204.4K———
WorthPointe, LLC
N/A—191-191-100%$203.4K———
Plum Street Advisors, LLC
N/A—191-191-100%$203.4K———
RPg Family Wealth Advisory, LLC
N/A—190-190-100%$202.3K———
Capula Management Ltd
N/A—178-178-100%$189.6K———
Millstone Evans Group, LLC
N/A—173-173-100%$184.2K———
Loomis Sayles & Co L P
N/A—171-171-100%$182.1K———
Morgan Dempsey Capital Management LLC
N/A—160-160-100%$170.4K———
Kemnay Advisory Services Inc.
N/A—156-156-100%$166.1K———
Westfuller Advisors, LLC
N/A—153-153-100%$162.9K———
Mark Sheptoff Financial Planning, LLC
N/A—152-152-100%$161.9K———
Mpwm Advisory Solutions, LLC
N/A—148-148-100%$157.8K———
Bruce G. Allen Investments, LLC
N/A—145-145-100%$154.4K———
Measured Wealth Private Client Group, LLC
N/A—143-143-100%$152.4K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—142-142-100%$151.2K———
WHI Trust Co LLC
N/A—142-142-100%$151.2K———
Dogwood Wealth Management LLC
N/A—137-137-100%$145.9K———
Index Technologies Group LLC
N/A—134-134-100%$142.7K———
Oakmont Advisory Group, LLC
N/A—134-134-100%$142.7K———
Ankerstar Wealth, LLC
N/A—127-127-100%$135.8K———
Park Place Capital Corp
N/A—111-111-100%$118.2K———
Swisher Financial Concepts, Inc.
N/A—110-110-100%$117.1K———
Bellevue Asset Management, LLC
N/A—106-106-100%$113.2K———
Stance Capital LLC
N/A—99-99-100%$105.4K———
FWL Investment Management, LLC
N/A—98-98-100%$104.4K———
Kilter Group LLC
N/A—96-96-100%$102.2K———
Nalls Sherbakoff Group, LLC
N/A—96-96-100%$102.6K———
Cornerstone Financial Management LLC
N/A—95-95-100%$101.2K———
Caitlin John, LLC
N/A—93-93-100%$99.0K———
Osterweis Capital Management Inc
N/A—91-91-100%$96.9K———
Rialto Wealth Management, LLC
N/A—91-91-100%$96.9K———
Dnca Finance
N/A—90-90-100%$95.8K———
Walsh & Associates, LLC
N/A—87-87-100%$92.6K———
Palladiem, LLC
N/A—82-82-100%$87.5K———
RiverPark Advisors, LLC
N/A—81-81-100%$86.3K———
Strive Financial Group,LLC
N/A—78-78-100%$83.1K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—71-71-100%$75.6K———
Toews Corp
N/A—71-71-100%$75.6K———
Turim 21 Investimentos Ltda.
N/A—65-65-100%$69.2K———
Greykasell Wealth Strategies, Inc.
N/A—64-64-100%$68.2K———
Atomic Invest LLC
N/A—62-62-100%$63.9K———
Forum Finance Group S.A.
N/A—60-60-100%$52———
Frazier Financial Advisors, LLC
N/A—54-54-100%$57.5K———
Front Row Advisors LLC
N/A—51-51-100%$43.0K———
Financial Avengers, Inc.
N/A—51-51-100%$53.8K———
Investors Portfolio Services LLC
N/A—49-49-100%$52.2K———
Tacita Capital Inc
N/A—44-44-100%$46.9K———
Penserra Capital Management LLC
N/A—39-39-100%$41———
Copia Wealth Management
N/A—38-38-100%$40.5K———
Consultiva Wealth Management, Corp.
N/A—37-37-100%$39.4K———
Raffa Wealth Management, LLC
N/A—27-27-100%$28.8K———
Icon Advisers Inc
N/A—25-25-100%$26.6K———
Swan Capital LLC
N/A—25-25-100%$26.6K———
HFM Investment Advisors, LLC
N/A—21-21-100%$22.4K———
Game Plan Financial Advisors, LLC
N/A—20-20-100%$21.3K———
Core Capital Management & Research, inc.
N/A—20-20-100%$16.2K———
S&T Bank
N/A—20-20-100%$21.3K———
Estabrook Capital Management
N/A—20-20-100%$21.3K———
Nova Wealth Management, Inc.
N/A—19-19-100%$20.2K———
Persistent Asset Partners Ltd
N/A—18-18-100%$19.2K———
Marshall Investment Management, LLC
N/A—18-18-100%$19.2K———
JDM Financial Group LLC
N/A—17-17-100%$18.1K———
Park Square Financial Group, LLC
N/A—13-13-100%$13.8K———
Security National Bank of SO DAK
N/A—10-10-100%$10.6K———
Benson Wealth Management Inc
N/A—8-8-100%$8.5K———
Bard Associates Inc
N/A—7-7-100%$7.5K———
Cypress Capital Management LLC (WY)
N/A—6-6-100%$6.4K———
Investment Counsel Co of Nevada
N/A—6-6-100%$6.4K———
Financial Gravity Companies, Inc.
N/A—6-6-100%$6.4K———
Richard W. Paul & Associates, LLC
N/A—6-6-100%$6.4K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—5-5-100%$5.3K———
Seneschal Advisors, LLC
N/A—5-5-100%$5.3K———
LGT Financial Advisors LLC
N/A—4-4-100%$4.3K———
WealthCollab, LLC
N/A—4-4-100%$4.3K———
Osbon Capital Management LLC
N/A—4-4-100%$4.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—3-3-100%$3.2K———
Battery Global Advisors, LLC
N/A—3-3-100%$3.2K———
Vanguard Advisers Inc
N/A—2-2-100%$2.1K———
Evolution Advisers, Inc.
N/A—1-1-100%$1———
Peak6 LLC
N/A—1-1-100%$1.1K———
Ross\johnson & Associates LLC
N/A—1-1-100%$1.1K———
Showing 4173 of 4173 institutions