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Chevron Corp (CVX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares46,782,809 from 44,535,812
Change+2,246,997 (+5%)
Value$9.5B (+$2.2B)
Filed 2026-11-06
Fisher Asset Management, LLC
DECREASED
Shares16,601,210 from 16,657,865
Change-56,655 (0%)
Value$3.4B (+$628.9M)
Filed 2026-11-06
Amundi
INCREASED
Shares15,438,544 from 13,900,271
Change+1,538,273 (+11%)
Value$3.2B (+$848.6M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares14,683,426 from 14,346,731
Change+336,695 (+2%)
Value$3.0B (+$620.4M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares13,104,387 from 13,144,673
Change-40,286 (0%)
Value$2.7B (+$497.0M)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares6,444,322 from 7,176,502
Change-732,180 (-10%)
Value$1.3B (+$126.4M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares5,266,483 from 4,890,968
Change+375,515 (+8%)
Value$1.1B (+$264.7M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares4,564,110 from 4,359,921
Change+204,189 (+5%)
Value$932.0M (+$209.3M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares4,245,375 from 4,309,574
Change-64,199 (-1%)
Value$866.9M (+$152.6M)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares3,826,061 from 3,901,436
Change-75,375 (-2%)
Value$781.3M (+$134.6M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares3,149,178 from 3,128,012
Change+21,166 (+1%)
Value$643.1M (+$124.6M)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares2,837,722 from 2,975,994
Change-138,272 (-5%)
Value$579.5M (+$86.2M)
Filed 2026-11-04
ACR Alpine Capital Research, LLC
INCREASED
Shares2,783,736 from 2,780,991
Change+2,745 (+0%)
Value$568.5M (+$107.5M)
Filed 2026-11-02
Ninety One UK Ltd
DECREASED
Shares2,637,019 from 2,948,236
Change-311,217 (-11%)
Value$538.5M (+$49.8M)
Filed 2026-10-15
Barclays PLC
DECREASED
Shares2,539,095 from 3,813,167
Change-1,274,072 (-33%)
Value$518.5M (-$113.6M)
Filed 2026-11-06
Bahl & Gaynor LLC
INCREASED
Shares2,395,522 from 2,097,273
Change+298,249 (+14%)
Value$489.2M (+$141.5M)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares2,035,602 from 2,050,249
Change-14,647 (-1%)
Value$415.7M (+$75.8M)
Filed 2026-11-05
DekaBank Deutsche Girozentrale
DECREASED
Shares1,798,069 from 1,912,833
Change-114,764 (-6%)
Value$368.0M (+$367.6M)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares1,626,891 from 1,476,849
Change+150,042 (+10%)
Value$332.3M (+$87.2M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares1,573,234 from 1,592,141
Change-18,907 (-1%)
Value$321.3M (+$57.4M)
Filed 2026-11-05
Assenagon Asset Management S.A.
INCREASED
Shares1,418,526 from 1,128,520
Change+290,006 (+26%)
Value$289.7M (+$102.6M)
Filed 2026-10-15
New York State Teachers Retirement System
DECREASED
Shares1,413,634 from 1,445,883
Change-32,249 (-2%)
Value$288.7M (+$49.0M)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,351,660 from 1,165,344
Change+186,316 (+16%)
Value$276.0M (+$82.9M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,335,052 from 1,131,012
Change+204,040 (+18%)
Value$250.0M (+$76.3M)
Filed 2026-10-13
ProShare Advisors LLC
DECREASED
Shares1,289,776 from 1,290,147
Change-371 (0%)
Value$263.4M (+$49.5M)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares1,259,667 from 1,284,524
Change-24,857 (-2%)
Value$257.2M (+$44.3M)
Filed 2026-10-30
Keybank National Association
DECREASED
Shares1,205,483 from 1,227,289
Change-21,806 (-2%)
Value$246.2M (+$42.7M)
Filed 2026-11-04
Retirement Systems of Alabama
INCREASED
Shares1,162,074 from 1,141,026
Change+21,048 (+2%)
Value$237.3M (+$48.2M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares1,012,307 from 954,599
Change+57,708 (+6%)
Value$206.7M (+$48.5M)
Filed 2026-11-02
King Luther Capital Management Corp
DECREASED
Shares1,007,734 from 1,061,896
Change-54,162 (-5%)
Value$205.8M (+$29.8M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares993,310 from 1,042,090
Change-48,780 (-5%)
Value$202.8M (+$30.1M)
Filed 2026-11-02
Asset Management One Co., Ltd.
INCREASED
Shares945,475 from 929,123
Change+16,352 (+2%)
Value$193.1M (+$39.1M)
Filed 2026-10-27
LSV Asset Management
NEW
Shares943,060
Change+943,060
Value$192.6M
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares916,186 from 874,006
Change+42,180 (+5%)
Value$187.1M (+$42.2M)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
INCREASED
Shares911,718 from 905,931
Change+5,787 (+1%)
Value$186.2M (+$36.0M)
Filed 2026-10-05
Kornitzer Capital Management Inc
DECREASED
Shares876,184 from 904,295
Change-28,111 (-3%)
Value$178.9M (+$29.0M)
Filed 2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED
Shares812,021 from 480,400
Change+331,621 (+69%)
Value$165.9M (+$86.0M)
Filed 2026-11-06
Strs Ohio
DECREASED
Shares811,914 from 822,695
Change-10,781 (-1%)
Value$165.8M (+$29.4M)
Filed 2026-10-30
Regions Financial Corp
DECREASED
Shares752,446 from 765,285
Change-12,839 (-2%)
Value$153.7M (+$26.8M)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
INCREASED
Shares718,549 from 710,571
Change+7,978 (+1%)
Value$146.7M (+$29.0M)
Filed 2026-10-27
Confluence Investment Management LLC
DECREASED
Shares707,297 from 742,863
Change-35,566 (-5%)
Value$144.4M (+$21.3M)
Filed 2026-10-01
Davenport & Co LLC
DECREASED
Shares670,395 from 792,013
Change-121,618 (-15%)
Value$136.9M (+$5.2M)
Filed 2026-10-14
CIBC Asset Management Inc
INCREASED
Shares661,302 from 611,439
Change+49,863 (+8%)
Value$135.0M (+$33.7M)
Filed 2026-11-05
Cincinnati Insurance Co
UNCHANGED
Shares635,961 from 635,961
Change0 (0%)
Value$129.9M (+$24.5M)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares613,470 from 613,169
Change+301 (+0%)
Value$125.2M (+$23.5M)
Filed 2026-10-29
State of New Jersey Common Pension Fund D
DECREASED
Shares596,653 from 599,853
Change-3,200 (-1%)
Value$121.8M (+$22.4M)
Filed 2026-11-05
Adams Natural Resources Fund, Inc.
INCREASED
Shares594,224 from 586,624
Change+7,600 (+1%)
Value$121.3M (+$24.1M)
Filed 2026-10-21
Quilter Plc
INCREASED
Shares593,770 from 593,342
Change+428 (+0%)
Value$121.3M (+$22.9M)
Filed 2026-10-21
Czech National Bank
INCREASED
Shares567,687 from 532,872
Change+34,815 (+7%)
Value$115.9M (+$27.6M)
Filed 2026-10-13
Calamos Advisors LLC
INCREASED
Shares566,279 from 555,706
Change+10,573 (+2%)
Value$115.6M (+$23.5M)
Filed 2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares551,979 from 543,146
Change+8,833 (+2%)
Value$112.7M (+$22.7M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares548,646 from 549,504
Change-858 (0%)
Value$112.0M (+$21.0M)
Filed 2026-11-02
Aberdeen Group plc
DECREASED
Shares544,917 from 750,162
Change-205,245 (-27%)
Value$111.3M (-$13.1M)
Filed 2026-11-06
Everett Harris & Co
DECREASED
Shares528,469 from 531,337
Change-2,868 (-1%)
Value$107.9M (+$19.8M)
Filed 2026-10-28
Arizona State Retirement System
INCREASED
Shares525,436 from 512,155
Change+13,281 (+3%)
Value$107.3M (+$22.4M)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED
Shares522,293 from 554,086
Change-31,793 (-6%)
Value$106.7M (+$14.8M)
Filed 2026-10-20
State of Michigan Retirement System
INCREASED
Shares496,439 from 479,339
Change+17,100 (+4%)
Value$101.4M (+$21.9M)
Filed 2026-10-27
Daiwa Securities Group Inc.
INCREASED
Shares492,496 from 491,882
Change+614 (+0%)
Value$100.6M (+$19.0M)
Filed 2026-10-29
Nisa Investment Advisors, LLC
DECREASED
Shares480,737 from 513,459
Change-32,722 (-6%)
Value$98.2M (+$13.1M)
Filed 2026-10-20
Fort Washington Investment Advisors Inc
DECREASED
Shares460,621 from 486,015
Change-25,394 (-5%)
Value$94.1M (+$13.5M)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares452,450 from 367,543
Change+84,907 (+23%)
Value$75.0M (+$14.1M)
Filed 2026-11-06
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares448,810 from 448,547
Change+263 (+0%)
Value$91.7M (+$17.3M)
Filed 2026-10-19
Douglas Lane & Associates, LLC
DECREASED
Shares447,972 from 470,755
Change-22,783 (-5%)
Value$91.5M (+$13.4M)
Filed 2026-10-09
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares436,515 from 413,497
Change+23,018 (+6%)
Value$89.1M (+$20.6M)
Filed 2026-11-03
Welch Group, LLC
INCREASED
Shares434,666 from 432,091
Change+2,575 (+1%)
Value$88.8M (+$17.1M)
Filed 2026-10-29
Munich Reinsurance Co Stock Corp in Munich
UNCHANGED
Shares427,352 from 427,352
Change0 (0%)
Value$87.3M (+$16.4M)
Filed 2026-10-30
IFM Investors Pty Ltd
INCREASED
Shares419,554 from 414,469
Change+5,085 (+1%)
Value$85.7M (+$17.0M)
Filed 2026-10-14
Border to Coast Pensions Partnership Ltd
INCREASED
Shares407,358 from 369,753
Change+37,605 (+10%)
Value$83.1M (+$21.8M)
Filed 2026-10-09
Cullen T Bankers, Inc.
DECREASED
Shares404,148 from 413,845
Change-9,697 (-2%)
Value$82.5M (+$13.9M)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares395,892 from 390,684
Change+5,208 (+1%)
Value$80.8M (+$16.1M)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares394,248 from 344,145
Change+50,103 (+15%)
Value$81.6M (+$24.6M)
Filed 2026-11-04
Welch & Forbes LLC
DECREASED
Shares392,035 from 398,635
Change-6,600 (-2%)
Value$80.1M (+$14.0M)
Filed 2026-11-04
MacKenzie Financial Corp
INCREASED
Shares389,825 from 376,630
Change+13,195 (+4%)
Value$79.6M (+$17.2M)
Filed 2026-11-02
Staley Capital Advisers Inc
INCREASED
Shares387,391 from 387,038
Change+353 (+0%)
Value$79.1M (+$15.0M)
Filed 2026-11-06
Swiss Life Asset Management Ltd
DECREASED
Shares383,280 from 651,730
Change-268,450 (-41%)
Value$78.3M (-$29.8M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares381,713 from 343,941
Change+37,772 (+11%)
Value$77.9M (+$20.9M)
Filed 2026-11-02
Virginia Retirement Systems ET Al
DECREASED
Shares372,121 from 387,621
Change-15,500 (-4%)
Value$76.0M (+$11.7M)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares365,967 from 349,676
Change+16,291 (+5%)
Value$68.3M (+$10.3M)
Filed 2026-11-05
Xponance LLC
INCREASED
Shares359,122 from 340,626
Change+18,496 (+5%)
Value$73.3M (+$16.9M)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares356,673 from 382,618
Change-25,945 (-7%)
Value$72.8M (+$9.4M)
Filed 2026-10-22
Neos Investment Management LLC
INCREASED
Shares351,943 from 305,289
Change+46,654 (+15%)
Value$71.9M (+$21.3M)
Filed 2026-11-04
Old Republic International Corp
DECREASED
Shares346,585 from 400,700
Change-54,115 (-14%)
Value$70.8M (+$4.3M)
Filed 2026-10-26
Rakuten Investment Management, Inc.
INCREASED
Shares345,945 from 304,685
Change+41,260 (+14%)
Value$70.7M (+$19.4M)
Filed 2026-10-30
Perpetual Ltd
DECREASED
Shares343,895 from 365,100
Change-21,205 (-6%)
Value$70.2M (+$9.7M)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares335,710 from 394,845
Change-59,135 (-15%)
Value$68.6M (+$2.9M)
Filed 2026-10-15
Vest Financial, LLC
DECREASED
Shares331,193 from 336,356
Change-5,163 (-2%)
Value$67.6M (+$11.9M)
Filed 2026-10-21
Vaughan David Investments LLC
INCREASED
Shares328,105 from 326,182
Change+1,923 (+1%)
Value$67.0M (+$12.9M)
Filed 2026-11-05
Amalgamated Bank
INCREASED
Shares326,519 from 322,308
Change+4,211 (+1%)
Value$66.7M (+$13.3M)
Filed 2026-10-23
Americana Partners, LLC
INCREASED
Shares319,959 from 315,327
Change+4,632 (+1%)
Value$65.3M (+$13.1M)
Filed 2026-10-28
UMB Bank, n.a.
DECREASED
Shares316,562 from 328,803
Change-12,241 (-4%)
Value$64.6M (+$10.1M)
Filed 2026-11-06
Gateway Investment Advisers LLC
INCREASED
Shares313,351 from 311,376
Change+1,975 (+1%)
Value$64.0M (+$12.4M)
Filed 2026-10-13
Union Bancaire Privee, UBP SA
INCREASED
Shares312,718 from 257,842
Change+54,876 (+21%)
Value$66.3M (+$22.9M)
Filed 2026-11-04
KCM Investment Advisors LLC
DECREASED
Shares310,870 from 312,016
Change-1,146 (0%)
Value$63.5M (+$11.8M)
Filed 2026-10-27
Clifford Swan Investment Counsel LLC
DECREASED
Shares303,976 from 305,061
Change-1,085 (0%)
Value$62.1M (+$11.5M)
Filed 2026-11-05
Pacific Heights Asset Management LLC
UNCHANGED
Shares300,000 from 300,000
Change0 (0%)
Value$61.3M (+$11.5M)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares299,603 from 289,816
Change+9,787 (+3%)
Value$61.2M (+$13.1M)
Filed 2026-10-22
Gradient Investments LLC
DECREASED
Shares285,053 from 324,903
Change-39,850 (-12%)
Value$58.2M (+$4.4M)
Filed 2026-10-08
Savant Capital, LLC
INCREASED
Shares282,772 from 161,432
Change+121,340 (+75%)
Value$57.7M (+$29.4M)
Filed 2026-11-06
Lazard Freres Gestion S.A.S.
INCREASED
Shares274,562 from 258,038
Change+16,524 (+6%)
Value$56.1M (+$13.3M)
Filed 2026-11-03
New York Life Investment Management LLC
INCREASED
Shares274,543 from 260,758
Change+13,785 (+5%)
Value$56.1M (+$12.8M)
Filed 2026-11-04
ZWJ Investment Counsel Inc
INCREASED
Shares272,206 from 262,153
Change+10,053 (+4%)
Value$55.6M (+$12.1M)
Filed 2026-10-15
Rossmore Private Capital
INCREASED
Shares270,807 from 270,207
Change+600 (+0%)
Value$55.3M (+$10.5M)
Filed 2026-10-27
Illinois Municipal Retirement Fund
INCREASED
Shares270,753 from 262,480
Change+8,273 (+3%)
Value$55.3M (+$11.8M)
Filed 2026-11-05
Stack Financial Management, Inc
INCREASED
Shares267,876 from 263,390
Change+4,486 (+2%)
Value$54.7M (+$11.0M)
Filed 2026-11-02
Yousif Capital Management, LLC
INCREASED
Shares266,062 from 253,328
Change+12,734 (+5%)
Value$54.3M (+$12.3M)
Filed 2026-10-22
Schwartz Investment Counsel Inc
DECREASED
Shares261,885 from 273,067
Change-11,182 (-4%)
Value$53.5M (+$8.2M)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares260,994 from 275,637
Change-14,643 (-5%)
Value$53.3M (+$7.6M)
Filed 2026-10-05
Guyasuta Investment Advisors Inc
DECREASED
Shares259,357 from 261,791
Change-2,434 (-1%)
Value$53.0M (+$9.6M)
Filed 2026-10-15
Central Securities Corp
UNCHANGED
Shares256,250 from 256,250
Change0 (0%)
Value$52.3M (+$9.9M)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares256,124 from 241,353
Change+14,771 (+6%)
Value$52.3M (+$12.3M)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares254,222 from 242,427
Change+11,795 (+5%)
Value$51.9M (+$11.7M)
Filed 2026-11-04
Waters Parkerson & Co., LLC
DECREASED
Shares253,349 from 294,389
Change-41,040 (-14%)
Value$51.7M (+$2.9M)
Filed 2026-11-04
Drummond Knight Asset Management Pty Ltd
INCREASED
Shares252,698 from 164,672
Change+88,026 (+53%)
Value$51.6M (+$24.3M)
Filed 2026-10-26
Glenview Trust Co
INCREASED
Shares249,893 from 249,324
Change+569 (+0%)
Value$51.0M (+$9.7M)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares249,401 from 233,447
Change+15,954 (+7%)
Value$50.9M (+$12.2M)
Filed 2026-10-15
Bokf, NA
INCREASED
Shares245,931 from 232,326
Change+13,605 (+6%)
Value$50.2M (+$11.7M)
Filed 2026-10-27
Cambiar Investors LLC
INCREASED
Shares244,560 from 185,463
Change+59,097 (+32%)
Value$49.9M (+$19.2M)
Filed 2026-11-04
Oregon Public Employees Retirement Fund
INCREASED
Shares242,879 from 230,169
Change+12,710 (+6%)
Value$49.6M (+$11.4M)
Filed 2026-10-30
UniSuper Management Pty Ltd
INCREASED
Shares239,490 from 204,190
Change+35,300 (+17%)
Value$48.9M (+$15.1M)
Filed 2026-10-26
Factory Mutual Insurance Co
DECREASED
Shares236,817 from 238,167
Change-1,350 (-1%)
Value$48.4M (+$8.9M)
Filed 2026-10-30
Foundation Resource Management Inc
DECREASED
Shares234,208 from 236,345
Change-2,137 (-1%)
Value$47.8M (+$8.7M)
Filed 2026-10-19
State of Alaska, Department of Revenue
INCREASED
Shares231,971 from 228,247
Change+3,724 (+2%)
Value$47.4M (+$9.5M)
Filed 2026-10-15
TD Waterhouse Canada Inc.
INCREASED
Shares226,439 from 166,613
Change+59,826 (+36%)
Value$46.9M (+$19.3M)
Filed 2026-10-16
Country Trust Bank
DECREASED
Shares225,260 from 227,825
Change-2,565 (-1%)
Value$46.0M (+$8.2M)
Filed 2026-10-30
Sapient Capital LLC
DECREASED
Shares223,779 from 225,469
Change-1,690 (-1%)
Value$45.7M (+$8.3M)
Filed 2026-10-08
Aegon Asset Management UK PLC
INCREASED
Shares221,389 from 187,221
Change+34,168 (+18%)
Value$45.2M (+$14.2M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares216,049 from 184,166
Change+31,883 (+17%)
Value$44.1M (+$13.6M)
Filed 2026-10-16
Quintet Private Bank (Europe) S.A.
INCREASED
Shares214,947 from 141,466
Change+73,481 (+52%)
Value$43.9M (+$20.4M)
Filed 2026-10-08
Annex Advisory Services, LLC
INCREASED
Shares212,496 from 142,201
Change+70,295 (+49%)
Value$43.4M (+$19.8M)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares211,802 from 193,532
Change+18,270 (+9%)
Value$43.3M (+$11.2M)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares211,420 from 210,209
Change+1,211 (+1%)
Value$43.2M (+$8.3M)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares209,427 from 185,088
Change+24,339 (+13%)
Value$42.8M (+$12.1M)
Filed 2026-11-06
Mutual of America Capital Management LLC
INCREASED
Shares206,645 from 198,998
Change+7,647 (+4%)
Value$42.2M (+$9.2M)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares205,219 from 185,927
Change+19,292 (+10%)
Value$41.9M (+$11.1M)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares203,358 from 192,692
Change+10,666 (+6%)
Value$41.5M (+$9.6M)
Filed 2026-10-23
Nykredit A/S
DECREASED
Shares200,432 from 211,661
Change-11,229 (-5%)
Value$40.9M (+$5.8M)
Filed 2026-11-06
Viking Fund Management LLC
INCREASED
Shares199,500 from 193,500
Change+6,000 (+3%)
Value$40.7M (+$8.7M)
Filed 2026-10-14
CapWealth Advisors, LLC
INCREASED
Shares199,164 from 191,746
Change+7,418 (+4%)
Value$40.7M (+$8.9M)
Filed 2026-10-05
Meyer Handelman Co
DECREASED
Shares198,949 from 203,838
Change-4,889 (-2%)
Value$40.6M (+$6.8M)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares198,391 from 163,690
Change+34,701 (+21%)
Value$40.5M (+$13.4M)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
DECREASED
Shares197,806 from 199,038
Change-1,232 (-1%)
Value$40.4M (+$7.4M)
Filed 2026-11-05
Conning Inc.
DECREASED
Shares193,487 from 202,478
Change-8,991 (-4%)
Value$39.5M (+$5.9M)
Filed 2026-10-27
Alps Advisors Inc
DECREASED
Shares191,114 from 206,164
Change-15,050 (-7%)
Value$39.0M (+$4.9M)
Filed 2026-11-03
Florida Trust Wealth Management Co
INCREASED
Shares188,644 from 182,025
Change+6,619 (+4%)
Value$38.5M (+$8.4M)
Filed 2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares187,240 from 186,291
Change+949 (+1%)
Value$38.2M (+$7.4M)
Filed 2026-10-26
Avity Investment Management Inc.
INCREASED
Shares186,918 from 185,853
Change+1,065 (+1%)
Value$38.2M (+$7.4M)
Filed 2026-10-09
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares182,970 from 184,182
Change-1,212 (-1%)
Value$37.4M (+$6.8M)
Filed 2026-11-05
American Assets Investment Management, LLC
UNCHANGED
Shares180,000 from 180,000
Change0 (0%)
Value$36.8M (+$6.9M)
Filed 2026-10-30
Maple Capital Management, Inc.
DECREASED
Shares175,251 from 178,917
Change-3,666 (-2%)
Value$35.8M (+$6.1M)
Filed 2026-11-02
Pinnacle Associates LTD
DECREASED
Shares174,892 from 176,432
Change-1,540 (-1%)
Value$35.7M (+$6.5M)
Filed 2026-10-20
Associated Banc-Corp
INCREASED
Shares171,330 from 160,743
Change+10,587 (+7%)
Value$35.0M (+$8.3M)
Filed 2026-10-30
Clearstead Advisors, LLC
DECREASED
Shares171,269 from 174,767
Change-3,498 (-2%)
Value$35.0M (+$6.0M)
Filed 2026-11-06
Verity & Verity, LLC
DECREASED
Shares170,266 from 170,278
Change-12 (0%)
Value$34.8M (+$6.5M)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares168,047 from 228,749
Change-60,702 (-27%)
Value$34.3M (-$3.6M)
Filed 2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares165,724 from 147,984
Change+17,740 (+12%)
Value$33.8M (+$9.3M)
Filed 2026-10-30
Talbot Financial, LLC
INCREASED
Shares163,013 from 162,376
Change+637 (+0%)
Value$33.3M (+$6.4M)
Filed 2026-10-19
ABN Amro Investment Solutions
INCREASED
Shares162,885 from 128,365
Change+34,520 (+27%)
Value$33.3M (+$12.0M)
Filed 2026-10-21
Insight Wealth Strategies, LLC
DECREASED
Shares161,957 from 171,403
Change-9,446 (-6%)
Value$33.1M (+$4.7M)
Filed 2026-10-09
Villere ST Denis J & Co LLC
DECREASED
Shares161,427 from 179,914
Change-18,487 (-10%)
Value$33.0M (+$3.1M)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares159,633 from 144,599
Change+15,034 (+10%)
Value$37.6M (+$13.6M)
Filed 2026-11-04
Vontobel Holding Ltd.
DECREASED
Shares158,342 from 231,694
Change-73,352 (-32%)
Value$32.3M (-$6.1M)
Filed 2026-10-16
Howland Capital Management LLC
DECREASED
Shares158,240 from 160,165
Change-1,925 (-1%)
Value$32.3M (+$5.8M)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares157,121 from 148,219
Change+8,902 (+6%)
Value$32.1M (+$7.5M)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares155,660 from 158,642
Change-2,982 (-2%)
Value$31.8M (+$5.5M)
Filed 2026-11-05
Private Wealth Partners, LLC
DECREASED
Shares154,454 from 154,717
Change-263 (0%)
Value$31.5M (+$5.9M)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares153,070 from 148,016
Change+5,054 (+3%)
Value$32.4M (+$6.6M)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares151,401 from 159,719
Change-8,318 (-5%)
Value$30.9M (+$4.4M)
Filed 2026-10-20
Heritage Investors Management Corp
DECREASED
Shares149,749 from 151,342
Change-1,593 (-1%)
Value$30.6M (+$5.5M)
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares147,251 from 155,740
Change-8,489 (-5%)
Value$30.1M (+$4.3M)
Filed 2026-10-26
Franklin Street Advisors Inc
INCREASED
Shares146,614 from 126,194
Change+20,420 (+16%)
Value$29.9M (+$9.0M)
Filed 2026-10-13
Gulf International Bank (UK) Ltd
UNCHANGED
Shares145,456 from 145,456
Change0 (0%)
Value$29.7M (+$5.6M)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares144,112 from 139,858
Change+4,254 (+3%)
Value$29.4M (+$6.2M)
Filed 2026-10-28
Carnegie Investment Counsel
DECREASED
Shares143,280 from 146,341
Change-3,061 (-2%)
Value$29.3M (+$5.0M)
Filed 2026-10-20
Deprince Race & Zollo Inc
INCREASED
Shares143,032 from 139,783
Change+3,249 (+2%)
Value$29.2M (+$6.0M)
Filed 2026-10-13
Motley Fool Asset Management LLC
DECREASED
Shares139,190 from 149,346
Change-10,156 (-7%)
Value$28.4M (+$3.7M)
Filed 2026-10-27
Exchange Traded Concepts, LLC
INCREASED
Shares137,471 from 61,371
Change+76,100 (+124%)
Value$28.1M (+$17.9M)
Filed 2026-10-28
Cohen Klingenstein LLC
DECREASED
Shares135,799 from 139,642
Change-3,843 (-3%)
Value$27.7M (+$4.6M)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares135,746 from 125,879
Change+9,867 (+8%)
Value$27.7M (+$6.9M)
Filed 2026-11-05
ARS Wealth Advisors Group, LLC
INCREASED
Shares134,690 from 134,565
Change+125 (+0%)
Value$27.5M (+$5.2M)
Filed 2026-10-16
Essex Bank
INCREASED
Shares132,785 from 132,442
Change+343 (+0%)
Value$27.1M (+$5.2M)
Filed 2026-10-16
Argent Capital Management LLC
DECREASED
Shares131,937 from 136,687
Change-4,750 (-3%)
Value$26.9M (+$4.3M)
Filed 2026-10-05
Godsey & Gibb, Inc
DECREASED
Shares131,260 from 135,021
Change-3,761 (-3%)
Value$26.8M (+$4.4M)
Filed 2026-10-14
Banque Pictet & CIE SA
DECREASED
Shares130,011 from 135,844
Change-5,833 (-4%)
Value$26.5M (+$4.0M)
Filed 2026-10-16
Busey Bank
DECREASED
Shares129,784 from 131,328
Change-1,544 (-1%)
Value$26.5M (+$4.7M)
Filed 2026-10-26
Thompson Siegel & Walmsley LLC
INCREASED
Shares129,626 from 129,298
Change+328 (+0%)
Value$26.5M (+$5.0M)
Filed 2026-11-05
BLB&B Advisors, LLC
DECREASED
Shares129,496 from 130,157
Change-661 (-1%)
Value$26.4M (+$4.9M)
Filed 2026-10-27
Park National Corp
DECREASED
Shares129,018 from 133,815
Change-4,797 (-4%)
Value$26.3M (+$4.2M)
Filed 2026-10-05
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares128,346 from 129,241
Change-895 (-1%)
Value$26.2M (+$4.8M)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares128,001 from 130,784
Change-2,783 (-2%)
Value$26.1M (+$4.5M)
Filed 2026-10-22
Smith Salley Wealth Management
DECREASED
Shares127,469 from 129,777
Change-2,308 (-2%)
Value$26.0M (+$4.5M)
Filed 2026-11-03
Letko, Brosseau & Associates Inc
DECREASED
Shares126,563 from 129,488
Change-2,925 (-2%)
Value$25.8M (+$4.4M)
Filed 2026-11-06
Sterling Capital Management LLC
INCREASED
Shares124,653 from 69,924
Change+54,729 (+78%)
Value$25.5M (+$13.9M)
Filed 2026-10-22
Davidson Investment Advisors
DECREASED
Shares124,480 from 125,820
Change-1,340 (-1%)
Value$25.4M (+$4.6M)
Filed 2026-10-20
F&V Capital Management, LLC
DECREASED
Shares123,136 from 123,931
Change-795 (-1%)
Value$25.1M (+$4.6M)
Filed 2026-10-19
Valley Wealth Managers, Inc.
INCREASED
Shares122,653 from 121,805
Change+848 (+1%)
Value$25.0M (+$4.9M)
Filed 2026-10-09
Great Lakes Advisors, LLC
INCREASED
Shares122,482 from 110,906
Change+11,576 (+10%)
Value$25.0M (+$6.6M)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares122,461 from 93,079
Change+29,382 (+32%)
Value$25.0M (+$9.6M)
Filed 2026-10-22
Daymark Wealth Partners, LLC
INCREASED
Shares122,199 from 115,277
Change+6,922 (+6%)
Value$25.0M (+$5.8M)
Filed 2026-11-04
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares121,465 from 120,250
Change+1,215 (+1%)
Value$24.8M (+$4.9M)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares120,882 from 111,792
Change+9,090 (+8%)
Value$24.7M (+$6.2M)
Filed 2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares120,579 from 95,015
Change+25,564 (+27%)
Value$24.6M (+$8.9M)
Filed 2026-10-22
Torray Investment Partners LLC
DECREASED
Shares119,943 from 135,300
Change-15,357 (-11%)
Value$24.5M (+$2.1M)
Filed 2026-10-30
ARS Investment Partners, LLC
INCREASED
Shares117,994 from 117,885
Change+109 (+0%)
Value$24.1M (+$4.6M)
Filed 2026-11-05
Woodmont Investment Counsel LLC
INCREASED
Shares117,433 from 116,763
Change+670 (+1%)
Value$24.0M (+$4.6M)
Filed 2026-10-29
First National Trust Co
DECREASED
Shares116,459 from 121,534
Change-5,075 (-4%)
Value$23.8M (+$3.6M)
Filed 2026-10-28
Grandfield & Dodd, LLC
DECREASED
Shares116,426 from 116,669
Change-243 (0%)
Value$23.8M (+$4.4M)
Filed 2026-10-29
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares115,884 from 116,569
Change-685 (-1%)
Value$23.7M (+$4.3M)
Filed 2026-10-09
Bailard, Inc.
DECREASED
Shares115,460 from 116,377
Change-917 (-1%)
Value$23.6M (+$4.3M)
Filed 2026-10-13
Maryland State Retirement & Pension System
INCREASED
Shares113,740 from 100,027
Change+13,713 (+14%)
Value$23.2M (+$6.6M)
Filed 2026-11-05
Kanawha Capital Management LLC
INCREASED
Shares113,681 from 112,882
Change+799 (+1%)
Value$23.2M (+$4.5M)
Filed 2026-10-19
Farmers & Merchants Investments Inc
INCREASED
Shares110,613 from 110,157
Change+456 (+0%)
Value$22.6M (+$4.3M)
Filed 2026-10-22
Absher Wealth Management, LLC
INCREASED
Shares109,703 from 108,453
Change+1,250 (+1%)
Value$22.4M (+$4.4M)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares109,479 from 109,145
Change+334 (+0%)
Value$22.4M (+$4.3M)
Filed 2026-10-23
Richard C. Young & Co., Ltd.
INCREASED
Shares109,403 from 109,184
Change+219 (+0%)
Value$22.3M (+$4.2M)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED
Shares109,257 from 106,529
Change+2,728 (+3%)
Value$22.3M (+$4.7M)
Filed 2026-11-05
Canal Insurance Co
UNCHANGED
Shares109,240 from 109,240
Change0 (0%)
Value$22.3M (+$4.2M)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED
Shares108,279 from 110,627
Change-2,348 (-2%)
Value$22.1M (+$3.8M)
Filed 2026-10-23
Lmcg Investments, LLC
DECREASED
Shares108,168 from 111,085
Change-2,917 (-3%)
Value$22.1M (+$3.7M)
Filed 2026-10-21
DDD Partners, LLC
INCREASED
Shares105,861 from 103,943
Change+1,918 (+2%)
Value$21.6M (+$4.4M)
Filed 2026-11-02
Hartford Investment Management Co
INCREASED
Shares105,727 from 103,430
Change+2,297 (+2%)
Value$21.6M (+$4.4M)
Filed 2026-11-04
Crossmark Global Holdings, Inc.
INCREASED
Shares104,980 from 104,817
Change+163 (+0%)
Value$21.4M (+$4.1M)
Filed 2026-10-21
GW Henssler & Associates LTD
INCREASED
Shares104,653 from 59,509
Change+45,144 (+76%)
Value$21.4M (+$11.5M)
Filed 2026-10-26
Knights of Columbus Asset Advisors LLC
INCREASED
Shares104,043 from 82,891
Change+21,152 (+26%)
Value$21.2M (+$7.5M)
Filed 2026-11-05
Anchor Capital Advisors LLC
DECREASED
Shares104,009 from 108,213
Change-4,204 (-4%)
Value$21.2M (+$3.3M)
Filed 2026-11-05
Community Trust & Investment Co
INCREASED
Shares103,324 from 102,012
Change+1,312 (+1%)
Value$21.1M (+$4.2M)
Filed 2026-10-15
Pavaki Capital Management LLC
INCREASED
Shares103,000 from 97,000
Change+6,000 (+6%)
Value$21.0M (+$5.0M)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
DECREASED
Shares102,698 from 102,887
Change-189 (0%)
Value$21.0M (+$3.9M)
Filed 2026-10-13
Payden & Rygel
DECREASED
Shares102,200 from 128,500
Change-26,300 (-20%)
Value$20.9M (-$430.0K)
Filed 2026-10-28
Telos Capital Management, Inc.
DECREASED
Shares101,992 from 102,892
Change-900 (-1%)
Value$20.8M (+$3.8M)
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
DECREASED
Shares101,666 from 104,023
Change-2,357 (-2%)
Value$20.8M (+$3.5M)
Filed 2026-10-13
Boston Trust Walden Corp
DECREASED
Shares101,375 from 102,538
Change-1,163 (-1%)
Value$20.7M (+$3.7M)
Filed 2026-10-30
Mirae Asset Securities (USA) Inc.
NEW
Shares100,177
Change+100,177
Value$20.5M
Filed 2026-10-15
Northeast Investment Management
INCREASED
Shares99,917 from 99,698
Change+219 (+0%)
Value$20.4M (+$3.9M)
Filed 2026-10-30
Barings LLC
INCREASED
Shares99,043 from 98,129
Change+914 (+1%)
Value$20.2M (+$4.0M)
Filed 2026-10-22
Intact Investment Management Inc.
DECREASED
Shares99,022 from 104,772
Change-5,750 (-5%)
Value$20.2M (+$2.9M)
Filed 2026-11-03
Calamos Wealth Management LLC
DECREASED
Shares98,764 from 100,372
Change-1,608 (-2%)
Value$20.2M (+$3.5M)
Filed 2026-11-02
Parsons Capital Management Inc
INCREASED
Shares98,532 from 96,128
Change+2,404 (+3%)
Value$20.1M (+$4.2M)
Filed 2026-10-28
New Mexico Educational Retirement Board
INCREASED
Shares98,392 from 93,392
Change+5,000 (+5%)
Value$20.1M (+$4.6M)
Filed 2026-11-05
Beese Fulmer Investment Management, Inc.
DECREASED
Shares98,196 from 99,049
Change-853 (-1%)
Value$20.1M (+$3.6M)
Filed 2026-10-23
Louisiana State Employees Retirement System
INCREASED
Shares97,200 from 95,700
Change+1,500 (+2%)
Value$19.8M (+$4.0M)
Filed 2026-10-20
Mengis Capital Management, Inc.
DECREASED
Shares97,191 from 97,795
Change-604 (-1%)
Value$19.8M (+$3.6M)
Filed 2026-10-13
Trust Co of Vermont
DECREASED
Shares96,643 from 97,038
Change-395 (0%)
Value$19.7M (+$3.7M)
Filed 2026-10-21
Ninety One SA (PTY) Ltd
DECREASED
Shares96,263 from 106,468
Change-10,205 (-10%)
Value$19.7M (+$2.0M)
Filed 2026-10-15
Castle Rock Wealth Management, LLC
INCREASED
Shares96,199 from 87,126
Change+9,073 (+10%)
Value$20.0M (+$5.5M)
Filed 2026-10-09
First Nebraska Trust Co
DECREASED
Shares95,670 from 96,818
Change-1,148 (-1%)
Value$19.5M (+$3.5M)
Filed 2026-10-30
Allied Investment Advisors, LLC
INCREASED
Shares95,265 from 93,947
Change+1,318 (+1%)
Value$19.5M (+$3.9M)
Filed 2026-10-13
First Citizens Bank & Trust Co
INCREASED
Shares95,247 from 91,400
Change+3,847 (+4%)
Value$19.5M (+$4.3M)
Filed 2026-10-14
Mirador Capital Partners LP
INCREASED
Shares94,887 from 93,216
Change+1,671 (+2%)
Value$19.4M (+$3.9M)
Filed 2026-10-09
Empire Life Investments Inc.
DECREASED
Shares94,194 from 95,285
Change-1,091 (-1%)
Value$19.2M (+$3.4M)
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares92,446 from 94,128
Change-1,682 (-2%)
Value$18.9M (+$3.3M)
Filed 2026-11-06
Hatch Cove Capital, LLC
INCREASED
Shares92,100 from 89,300
Change+2,800 (+3%)
Value$18.8M (+$4.0M)
Filed 2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED
Shares92,087 from 89,445
Change+2,642 (+3%)
Value$20.7M (+$4.4M)
Filed 2026-10-21
Tokio Marine Asset Management Co LTD
INCREASED
Shares91,126 from 89,738
Change+1,388 (+2%)
Value$18.6M (+$3.7M)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares91,125 from 82,222
Change+8,903 (+11%)
Value$18.6M (+$5.0M)
Filed 2026-10-23
Abner Herrman & Brock LLC
DECREASED
Shares91,017 from 92,439
Change-1,422 (-2%)
Value$18.6M (+$3.3M)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares90,967 from 79,011
Change+11,956 (+15%)
Value$18.6M (+$5.5M)
Filed 2026-11-03
Palisade Asset Management, LLC
DECREASED
Shares90,706 from 93,931
Change-3,225 (-3%)
Value$18.5M (+$3.0M)
Filed 2026-11-03
Diversify Advisory Services, LLC
INCREASED
Shares90,507 from 88,098
Change+2,409 (+3%)
Value$19.9M (+$3.1M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares90,507 from 88,098
Change+2,409 (+3%)
Value$19.9M (+$3.1M)
Filed 2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED
Shares90,172 from 90,960
Change-788 (-1%)
Value$18.4M (+$3.3M)
Filed 2026-10-16
American National Bank & Trust
DECREASED
Shares88,640 from 93,328
Change-4,688 (-5%)
Value$18.1M (+$2.6M)
Filed 2026-10-07
First Horizon Corp
DECREASED
Shares88,437 from 90,017
Change-1,580 (-2%)
Value$18.1M (+$3.1M)
Filed 2026-10-26
Guinness Asset Management LTD
DECREASED
Shares87,620 from 89,288
Change-1,668 (-2%)
Value$17.9M (+$3.1M)
Filed 2026-11-05
Congress Asset Management Co
DECREASED
Shares87,487 from 90,038
Change-2,551 (-3%)
Value$17.9M (+$2.9M)
Filed 2026-10-06
Moran Wealth Management, LLC
DECREASED
Shares87,297 from 87,652
Change-355 (0%)
Value$17.8M (+$3.3M)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares86,610 from 50,333
Change+36,277 (+72%)
Value$17.7M (+$9.3M)
Filed 2026-10-14
General American Investors Co Inc
UNCHANGED
Shares86,391 from 86,391
Change0 (0%)
Value$17.6M (+$3.3M)
Filed 2026-11-02
Citizens Financial Group Inc
INCREASED
Shares85,440 from 68,913
Change+16,527 (+24%)
Value$17.4M (+$6.0M)
Filed 2026-10-23
Carret Asset Management, LLC
DECREASED
Shares85,299 from 85,502
Change-203 (0%)
Value$17.4M (+$3.2M)
Filed 2026-11-04
Bell Bank
INCREASED
Shares84,647 from 84,267
Change+380 (+0%)
Value$17.3M (+$3.3M)
Filed 2026-10-21
Old National Bancorp
INCREASED
Shares84,461 from 84,242
Change+219 (+0%)
Value$17.2M (+$3.3M)
Filed 2026-10-20
TD Private Client Wealth LLC
INCREASED
Shares84,041 from 81,313
Change+2,728 (+3%)
Value$17.2M (+$3.7M)
Filed 2026-10-28
Goelzer Investment Management, Inc.
DECREASED
Shares83,651 from 84,978
Change-1,327 (-2%)
Value$17.1M (+$3.0M)
Filed 2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares83,363 from 82,059
Change+1,304 (+2%)
Value$17.0M (+$3.4M)
Filed 2026-10-23
Stackstone Wealth, LLC
NEW
Shares83,267
Change+83,267
Value$17.0M
Filed 2026-10-19
Clear Trail Advisors, LLC
INCREASED
Shares82,870 from 81,575
Change+1,295 (+2%)
Value$16.9M (+$3.4M)
Filed 2026-10-20
Crestwood Advisors Group, LLC
INCREASED
Shares82,315 from 81,532
Change+783 (+1%)
Value$16.8M (+$3.3M)
Filed 2026-10-27
Visionary Wealth Advisors
INCREASED
Shares81,972 from 81,320
Change+652 (+1%)
Value$16.7M (+$3.3M)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares81,794 from 82,993
Change-1,199 (-1%)
Value$15.9M (+$2.2M)
Filed 2026-10-23
Keystone Financial Planning, Inc.
DECREASED
Shares81,529 from 81,844
Change-315 (0%)
Value$16.6M (+$3.1M)
Filed 2026-10-08
Stockman Wealth Management, Inc.
DECREASED
Shares81,279 from 81,353
Change-74 (0%)
Value$16.6M (+$3.1M)
Filed 2026-10-27
Soltis Investment Advisors LLC
INCREASED
Shares80,530 from 71,868
Change+8,662 (+12%)
Value$16.4M (+$4.5M)
Filed 2026-10-28
First American Bank
DECREASED
Shares79,731 from 80,954
Change-1,223 (-2%)
Value$16.3M (+$2.9M)
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares79,479 from 81,263
Change-1,784 (-2%)
Value$16.2M (+$2.8M)
Filed 2026-11-04
Burton Enright Welch
INCREASED
Shares79,411 from 79,217
Change+194 (+0%)
Value$16.2M (+$3.1M)
Filed 2026-11-04
AIA Group Ltd
DECREASED
Shares77,972 from 108,874
Change-30,902 (-28%)
Value$15.9M (-$2.1M)
Filed 2026-10-30
Oak Asset Management, LLC
DECREASED
Shares77,951 from 77,991
Change-40 (0%)
Value$15.9M (+$3.0M)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares77,896 from 79,862
Change-1,966 (-2%)
Value$15.9M (+$2.7M)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares77,522 from 73,098
Change+4,424 (+6%)
Value$15.8M (+$3.7M)
Filed 2026-10-07
Willis Investment Counsel
DECREASED
Shares77,377 from 99,877
Change-22,500 (-23%)
Value$15.8M (-$754.5K)
Filed 2026-10-20
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares75,566 from 78,955
Change-3,389 (-4%)
Value$15.4M (+$2.3M)
Filed 2026-11-04
ACT Capital Partners, L.P.
NEW
Shares75,000
Change+75,000
Value$15.3M
Filed 2026-11-06
Meridian Wealth Management, LLC
DECREASED
Shares74,834 from 75,174
Change-340 (0%)
Value$15.3M (+$2.8M)
Filed 2026-11-05
Capital Investment Counsel, LLC
DECREASED
Shares74,759 from 75,864
Change-1,105 (-1%)
Value$15.3M (+$2.7M)
Filed 2026-10-14
LMG Wealth Partners, LLC
INCREASED
Shares74,517 from 73,598
Change+919 (+1%)
Value$15.2M (+$3.0M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares74,199 from 66,204
Change+7,995 (+12%)
Value$15.2M (+$4.2M)
Filed 2026-11-05
Adell Harriman & Carpenter Inc
INCREASED
Shares74,190 from 73,163
Change+1,027 (+1%)
Value$15.2M (+$3.0M)
Filed 2026-11-02
Profund Advisors LLC
INCREASED
Shares74,110 from 72,546
Change+1,564 (+2%)
Value$15.1M (+$3.1M)
Filed 2026-10-29
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares73,222 from 73,373
Change-151 (0%)
Value$15.0M (+$2.8M)
Filed 2026-11-03
Advocate Group LLC
INCREASED
Shares72,896 from 69,403
Change+3,493 (+5%)
Value$14.9M (+$3.4M)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED
Shares72,741 from 77,432
Change-4,691 (-6%)
Value$14.9M (+$2.0M)
Filed 2026-10-08
Cullinan Associates Inc
INCREASED
Shares72,655 from 71,525
Change+1,130 (+2%)
Value$14.8M (+$3.0M)
Filed 2026-11-03
Inspire Trust Co, N.A.
DECREASED
Shares72,500 from 73,500
Change-1,000 (-1%)
Value$14.8M (+$2.6M)
Filed 2026-11-05
Alpha Omega Wealth Management LLC
INCREASED
Shares72,177 from 72,127
Change+50 (+0%)
Value$14.7M (+$2.8M)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED
Shares72,014 from 69,911
Change+2,103 (+3%)
Value$14.7M (+$3.1M)
Filed 2026-10-16
Trust Co of Toledo NA
DECREASED
Shares71,837 from 73,030
Change-1,193 (-2%)
Value$14.7M (+$2.6M)
Filed 2026-10-16
M&G Plc
DECREASED
Shares71,681 from 75,230
Change-3,549 (-5%)
Value$14.6M (+$2.1M)
Filed 2026-11-04
University of Texas S AM Investment Management Co
INCREASED
Shares71,261 from 20,644
Change+50,617 (+245%)
Value$14.6M (+$11.1M)
Filed 2026-11-03
iA Global Asset Management Inc.
DECREASED
Shares71,218 from 106,899
Change-35,681 (-33%)
Value$14.5M (-$3.2M)
Filed 2026-10-29
Culbertson A N & Co Inc
INCREASED
Shares70,663 from 70,189
Change+474 (+1%)
Value$14.4M (+$2.8M)
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares70,210 from 73,222
Change-3,012 (-4%)
Value$14.3M (+$2.2M)
Filed 2026-10-23
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares70,128 from 62,313
Change+7,815 (+13%)
Value$14.3M (+$4.0M)
Filed 2026-10-30
Grimes & Co Wealth Management, LLC
DECREASED
Shares70,071 from 70,208
Change-137 (0%)
Value$14.3M (+$2.7M)
Filed 2026-10-29
AlphaCore Capital LLC
INCREASED
Shares70,029 from 47,809
Change+22,220 (+46%)
Value$14.3M (+$6.4M)
Filed 2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares69,921 from 69,156
Change+765 (+1%)
Value$14.3M (+$2.8M)
Filed 2026-10-21
TrueMark Investments, LLC
INCREASED
Shares69,724 from 64,611
Change+5,113 (+8%)
Value$14.2M (+$3.5M)
Filed 2026-11-05
QV Investors Inc.
DECREASED
Shares69,407 from 70,457
Change-1,050 (-1%)
Value$14.2M (+$2.5M)
Filed 2026-10-20
Violich Capital Management, Inc.
DECREASED
Shares68,762 from 71,642
Change-2,880 (-4%)
Value$14.0M (+$2.2M)
Filed 2026-10-05
SteelPeak Wealth, LLC
DECREASED
Shares68,729 from 118,919
Change-50,190 (-42%)
Value$14.0M (-$5.7M)
Filed 2026-10-16
CLG LLC
DECREASED
Shares68,665 from 77,925
Change-9,260 (-12%)
Value$14.0M (+$1.1M)
Filed 2026-10-13
Burns J W & Co Inc
INCREASED
Shares68,612 from 66,032
Change+2,580 (+4%)
Value$14.0M (+$3.1M)
Filed 2026-10-20
Adams Asset Advisors, LLC
UNCHANGED
Shares68,368 from 68,368
Change0 (0%)
Value$14.0M (+$2.6M)
Filed 2026-10-08
Baldwin Wealth Partners LLC
DECREASED
Shares68,115 from 69,398
Change-1,283 (-2%)
Value$13.9M (+$2.4M)
Filed 2026-10-13
Griffin Asset Management, Inc.
DECREASED
Shares67,439 from 68,198
Change-759 (-1%)
Value$13.8M (+$2.5M)
Filed 2026-10-22
Diversified Trust Co
DECREASED
Shares67,212 from 69,764
Change-2,552 (-4%)
Value$13.7M (+$2.2M)
Filed 2026-11-06
Synergy Asset Management, LLC
INCREASED
Shares66,748 from 23,727
Change+43,021 (+181%)
Value$13.6M (+$9.7M)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares66,225 from 62,673
Change+3,552 (+6%)
Value$13.5M (+$3.1M)
Filed 2026-10-27
EagleClaw Capital Managment, LLC
DECREASED
Shares65,716 from 65,781
Change-65 (0%)
Value$13.4M (+$2.5M)
Filed 2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED
Shares65,571 from 63,957
Change+1,614 (+3%)
Value$13.4M (+$2.8M)
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares65,287 from 75,440
Change-10,153 (-13%)
Value$13.3M (+$827.3K)
Filed 2026-10-22
LaFleur & Godfrey LLC
DECREASED
Shares63,982 from 65,078
Change-1,096 (-2%)
Value$13.1M (+$2.3M)
Filed 2026-10-27
Nixon Peabody Trust Co
INCREASED
Shares63,710 from 63,673
Change+37 (+0%)
Value$13.0M (+$2.5M)
Filed 2026-10-23
Live Oak Private Wealth LLC
DECREASED
Shares63,701 from 66,196
Change-2,495 (-4%)
Value$13.0M (+$2.0M)
Filed 2026-11-02
Baxter Bros Inc
DECREASED
Shares63,314 from 64,215
Change-901 (-1%)
Value$12.9M (+$2.3M)
Filed 2026-11-04
RPG Investment Advisory, LLC
DECREASED
Shares63,147 from 112,522
Change-49,375 (-44%)
Value$12.9M (-$5.8M)
Filed 2026-10-21
Avantax Planning Partners, Inc.
INCREASED
Shares62,970 from 61,279
Change+1,691 (+3%)
Value$12.9M (+$2.7M)
Filed 2026-11-03
GFS Advisors, LLC
INCREASED
Shares62,487 from 57,442
Change+5,045 (+9%)
Value$12.8M (+$12.8M)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares62,341 from 65,858
Change-3,517 (-5%)
Value$12.7M (+$1.8M)
Filed 2026-10-16
Oak Harvest Investment Services
INCREASED
Shares62,311 from 60,465
Change+1,846 (+3%)
Value$12.7M (+$2.7M)
Filed 2026-10-20
Parcion Private Wealth LLC
DECREASED
Shares62,283 from 62,674
Change-391 (-1%)
Value$12.7M (+$2.3M)
Filed 2026-10-28
Hennessy Advisors Inc
DECREASED
Shares61,932 from 62,782
Change-850 (-1%)
Value$12.6M (+$2.2M)
Filed 2026-10-28
Strategy Asset Managers LLC
INCREASED
Shares61,585 from 61,582
Change+3 (0%)
Value$12.6M (+$2.4M)
Filed 2026-10-14
Tufton Capital Management
DECREASED
Shares61,405 from 61,965
Change-560 (-1%)
Value$12.5M (+$2.3M)
Filed 2026-10-20
Chesley Taft & Associates LLC
INCREASED
Shares60,655 from 46,629
Change+14,026 (+30%)
Value$12.4M (+$4.7M)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares60,539 from 89,843
Change-29,304 (-33%)
Value$12.4M (-$2.5M)
Filed 2026-10-15
BAR Harbor Wealth Management
INCREASED
Shares60,399 from 59,241
Change+1,158 (+2%)
Value$12.3M (+$2.5M)
Filed 2026-10-21
WealthPlan Investment Management, LLC
DECREASED
Shares60,232 from 72,170
Change-11,938 (-17%)
Value$12.3M (+$337.1K)
Filed 2026-10-15
Cutler Investment Counsel LLC
DECREASED
Shares60,137 from 66,008
Change-5,871 (-9%)
Value$12.3M (+$1.3M)
Filed 2026-10-28
Ibex Wealth Advisors
INCREASED
Shares60,117 from 57,598
Change+2,519 (+4%)
Value$12.3M (+$2.7M)
Filed 2026-11-06
Linscomb Wealth, Inc.
DECREASED
Shares59,956 from 60,841
Change-885 (-1%)
Value$12.2M (+$2.2M)
Filed 2026-11-05
Levin Capital Strategies, L.P.
INCREASED
Shares59,950 from 47,663
Change+12,287 (+26%)
Value$12.2M (+$4.3M)
Filed 2026-11-02
Nordwand Advisors, LLC
INCREASED
Shares59,861 from 59,757
Change+104 (+0%)
Value$12.2M (+$2.3M)
Filed 2026-11-05
Citizens National Bank Trust Department
INCREASED
Shares59,809 from 59,170
Change+639 (+1%)
Value$12.2M (+$2.4M)
Filed 2026-11-04
Commonwealth Retirement Investments LLC
INCREASED
Shares58,894 from 57,873
Change+1,021 (+2%)
Value$12.0M (+$2.4M)
Filed 2026-10-26
Sky Investment Group LLC
INCREASED
Shares58,540 from 53,603
Change+4,937 (+9%)
Value$12.0M (+$3.1M)
Filed 2026-10-30
HUB Investment Partners, LLC
INCREASED
Shares58,167 from 54,694
Change+3,473 (+6%)
Value$11.9M (+$2.8M)
Filed 2026-11-03
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares57,910 from 151,960
Change-94,050 (-62%)
Value$11.8M (-$13.4M)
Filed 2026-10-29
Nations Financial Group Inc,
INCREASED
Shares57,841 from 55,320
Change+2,521 (+5%)
Value$11.8M (+$2.6M)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED
Shares57,579 from 56,324
Change+1,255 (+2%)
Value$11.8M (+$2.4M)
Filed 2026-10-22
KMG Fiduciary Partners, LLC
DECREASED
Shares57,547 from 58,508
Change-961 (-2%)
Value$11.8M (+$2.1M)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares57,206 from 53,368
Change+3,838 (+7%)
Value$11.7M (+$2.8M)
Filed 2026-10-08
Stolper Co
INCREASED
Shares57,187 from 56,778
Change+409 (+1%)
Value$11.7M (+$2.3M)
Filed 2026-10-13
North Dakota State Investment Board
INCREASED
Shares56,825 from 54,681
Change+2,144 (+4%)
Value$11.6M (+$2.5M)
Filed 2026-10-27
Philip James Wealth Mangement, LLC
DECREASED
Shares56,653 from 62,112
Change-5,459 (-9%)
Value$11.6M (+$1.3M)
Filed 2026-10-27
Guardian Partners Inc.
DECREASED
Shares56,365 from 57,158
Change-793 (-1%)
Value$11.5M (+$2.0M)
Filed 2026-10-21
Howard Capital Management, LLC
INCREASED
Shares56,094 from 20,473
Change+35,621 (+174%)
Value$11.5M (+$8.1M)
Filed 2026-10-16
PKO Investment Management Joint-Stock Co
DECREASED
Shares55,935 from 56,235
Change-300 (-1%)
Value$11.4M (+$2.1M)
Filed 2026-10-19
Neville Rodie & Shaw Inc
DECREASED
Shares54,910 from 55,035
Change-125 (0%)
Value$11.2K (-$9.1M)
Filed 2026-10-05
Fagan Associates, Inc.
DECREASED
Shares54,592 from 54,975
Change-383 (-1%)
Value$11.1M (+$2.0M)
Filed 2026-10-13
Caldwell Trust Co
DECREASED
Shares54,018 from 54,641
Change-623 (-1%)
Value$11.0M (+$2.0M)
Filed 2026-10-30
Thomas Story & SON LLC
INCREASED
Shares53,649 from 52,518
Change+1,131 (+2%)
Value$11.0M (+$2.3M)
Filed 2026-10-13
Courier Capital LLC
INCREASED
Shares53,367 from 50,132
Change+3,235 (+6%)
Value$10.9M (+$2.6M)
Filed 2026-10-19
Fideuram Asset Management (Ireland) dac
DECREASED
Shares53,100 from 132,904
Change-79,804 (-60%)
Value$10.4M (-$13.7M)
Filed 2026-10-29
Principle Wealth Partners LLC
INCREASED
Shares52,930 from 51,751
Change+1,179 (+2%)
Value$10.8M (+$2.2M)
Filed 2026-11-02
Raiffeisen Bank International AG
INCREASED
Shares52,896 from 49,979
Change+2,917 (+6%)
Value$10.8M (+$2.4M)
Filed 2026-10-28
Lynch & Associates
DECREASED
Shares52,716 from 53,183
Change-467 (-1%)
Value$10.8M (+$1.9M)
Filed 2026-10-13
Harbor Capital Advisors, Inc.
INCREASED
Shares52,643 from 49,615
Change+3,028 (+6%)
Value$10.8M (+$2.5M)
Filed 2026-10-22
Vista Investment Partners LLC
DECREASED
Shares52,629 from 52,693
Change-64 (0%)
Value$10.7M (+$2.0M)
Filed 2026-10-08
Ascent Group, LLC
DECREASED
Shares52,416 from 55,402
Change-2,986 (-5%)
Value$10.7M (+$1.5M)
Filed 2026-10-30
Allen Capital Group, LLC
INCREASED
Shares52,296 from 52,204
Change+92 (+0%)
Value$10.7M (+$2.0M)
Filed 2026-10-27
Woodstock Corp
DECREASED
Shares52,173 from 52,377
Change-204 (0%)
Value$10.7M (+$2.0M)
Filed 2026-10-13
Fruth Investment Management
DECREASED
Shares52,127 from 52,361
Change-234 (0%)
Value$10.6M (+$2.0M)
Filed 2026-10-13
Level Four Advisory Services, LLC
DECREASED
Shares51,531 from 60,631
Change-9,100 (-15%)
Value$10.5M (+$472.3K)
Filed 2026-11-06
Securian Asset Management, Inc
INCREASED
Shares51,321 from 49,747
Change+1,574 (+3%)
Value$10.5M (+$1.2M)
Filed 2026-11-06
Montaka Global Pty Ltd
NEW
Shares50,968
Change+50,968
Value$10.4M
Filed 2026-11-05
Generali Asset Management SPA SGR
INCREASED
Shares50,378 from 47,936
Change+2,442 (+5%)
Value$10.3M (+$2.3M)
Filed 2026-10-26
Patten & Patten Inc
INCREASED
Shares50,337 from 50,245
Change+92 (+0%)
Value$10.3M (+$2.0M)
Filed 2026-10-26
Ellsworth Advisors, LLC
INCREASED
Shares50,269 from 48,939
Change+1,330 (+3%)
Value$10.3M (+$1.4M)
Filed 2026-10-15
Eastern Bank
DECREASED
Shares50,248 from 51,130
Change-882 (-2%)
Value$10.3M (+$1.8M)
Filed 2026-10-05
Evergreen Capital Management LLC
INCREASED
Shares50,164 from 49,573
Change+591 (+1%)
Value$10.2M (+$2.0M)
Filed 2026-10-23
Arrow Capital Pty Ltd
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$10.2M (+$1.9M)
Filed 2026-11-06
Martin Capital Partners, LLC
INCREASED
Shares49,766 from 49,606
Change+160 (+0%)
Value$10.2M (+$1.9M)
Filed 2026-10-07
Tctc Holdings, LLC
DECREASED
Shares49,646 from 50,606
Change-960 (-2%)
Value$10.1M (+$1.7M)
Filed 2026-11-02
Axxion S.A.
UNCHANGED
Shares49,526 from 49,526
Change0 (0%)
Value$10.1M (+$1.9M)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
DECREASED
Shares49,481 from 50,841
Change-1,360 (-3%)
Value$10.1M (+$1.7M)
Filed 2026-10-22
Integrated Advisors Network LLC
INCREASED
Shares49,113 from 39,178
Change+9,935 (+25%)
Value$10.0M (+$3.5M)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares49,040 from 45,388
Change+3,652 (+8%)
Value$10.0M (+$2.5M)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares48,973 from 45,520
Change+3,453 (+8%)
Value$10.0M (+$2.5M)
Filed 2026-11-05
Community Bank & Trust, Waco, Texas
INCREASED
Shares48,469 from 46,586
Change+1,883 (+4%)
Value$9.9M (+$2.2M)
Filed 2026-10-19
Valicenti Advisory Services Inc
DECREASED
Shares48,290 from 48,588
Change-298 (-1%)
Value$9.9M (+$1.8M)
Filed 2026-10-23
Quadrant Capital Group LLC
INCREASED
Shares48,187 from 47,403
Change+784 (+2%)
Value$10.5M (+$2.6M)
Filed 2026-10-20
Meridian Investment Counsel Inc.
INCREASED
Shares48,136 from 47,992
Change+144 (+0%)
Value$9.8M (+$1.9M)
Filed 2026-10-14
Stablepoint Partners, LLC
INCREASED
Shares47,355 from 45,046
Change+2,309 (+5%)
Value$9.7M (+$2.2M)
Filed 2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares47,355 from 47,355
Change0 (0%)
Value$7.8M ($0)
Filed 2026-10-15
Cherokee Insurance Co
UNCHANGED
Shares47,299 from 47,299
Change0 (0%)
Value$9.7M (+$1.8M)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares47,189 from 48,416
Change-1,227 (-3%)
Value$9.6M (+$1.6M)
Filed 2026-11-02
Canandaigua National Bank & Trust Co
DECREASED
Shares47,139 from 47,806
Change-667 (-1%)
Value$9.6M (+$1.7M)
Filed 2026-10-07
Advanced Asset Management Advisors Inc
UNCHANGED
Shares46,715 from 46,715
Change0 (0%)
Value$9.5M (+$1.8M)
Filed 2026-10-20
Valeo Financial Advisors, LLC
INCREASED
Shares46,618 from 45,590
Change+1,028 (+2%)
Value$9.5M (+$2.0M)
Filed 2026-10-08
Nicholas Company, Inc.
DECREASED
Shares46,055 from 52,510
Change-6,455 (-12%)
Value$9.4M (+$700.8K)
Filed 2026-11-05
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares45,868 from 46,120
Change-252 (-1%)
Value$9.4M (+$1.7M)
Filed 2026-10-30
Camden National Bank
DECREASED
Shares45,543 from 45,693
Change-150 (0%)
Value$9.3M (+$1.7M)
Filed 2026-11-02
Hamel Associates, Inc.
DECREASED
Shares45,014 from 45,454
Change-440 (-1%)
Value$9.2M (+$1.7M)
Filed 2026-11-06
SVB Wealth LLC
DECREASED
Shares45,010 from 49,079
Change-4,069 (-8%)
Value$9.2M (+$1.1M)
Filed 2026-11-06
Ascentis Independent Advisors
INCREASED
Shares44,881 from 438
Change+44,443 (+10147%)
Value$9.2M (+$9.1M)
Filed 2026-11-03
Rockland Trust Co
DECREASED
Shares44,626 from 45,134
Change-508 (-1%)
Value$9.1M (+$1.6M)
Filed 2026-10-05
Pittenger & Anderson Inc
INCREASED
Shares44,514 from 39,430
Change+5,084 (+13%)
Value$9.1M (+$2.6M)
Filed 2026-11-02
Refined Wealth Management
DECREASED
Shares44,458 from 44,951
Change-493 (-1%)
Value$9.1M (+$1.6M)
Filed 2026-10-13
Sage Capital Advisors,llc
INCREASED
Shares44,381 from 44,095
Change+286 (+1%)
Value$9.1M (+$1.8M)
Filed 2026-10-13
Woodward Diversified Capital, LLC
INCREASED
Shares44,320 from 44,252
Change+68 (+0%)
Value$9.1M (+$1.7M)
Filed 2026-10-21
Cypress Capital Group
INCREASED
Shares44,293 from 43,479
Change+814 (+2%)
Value$9.0M (+$1.8M)
Filed 2026-11-03
1834 Investment Advisors Co
DECREASED
Shares43,915 from 45,395
Change-1,480 (-3%)
Value$9.0M (+$1.4M)
Filed 2026-10-16
Lake Street Private Wealth, LLC
INCREASED
Shares43,734 from 43,630
Change+104 (+0%)
Value$8.9M (+$1.7M)
Filed 2026-10-22
Eagle Rock Investment Company, LLC
DECREASED
Shares43,605 from 49,599
Change-5,994 (-12%)
Value$8.9M (+$683.1K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares43,545 from 40,133
Change+3,412 (+9%)
Value$8.9M (+$2.2M)
Filed 2026-10-28
Montag A & Associates Inc
INCREASED
Shares43,470 from 43,097
Change+373 (+1%)
Value$8.9M (+$1.7M)
Filed 2026-10-29
Iowa State Bank
INCREASED
Shares43,337 from 42,322
Change+1,015 (+2%)
Value$8.8M (+$1.8M)
Filed 2026-10-06
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares43,140 from 46,765
Change-3,625 (-8%)
Value$8.8M (+$1.1M)
Filed 2026-10-22
Montgomery Investment Management Inc
INCREASED
Shares43,121 from 43,119
Change+2 (0%)
Value$8.8M (+$1.7M)
Filed 2026-10-26
Leuthold Group, LLC
INCREASED
Shares43,099 from 2,495
Change+40,604 (+1627%)
Value$8.8M (+$8.4M)
Filed 2026-11-04
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares43,065 from 45,978
Change-2,913 (-6%)
Value$8.8M (+$1.2M)
Filed 2026-10-13
Ashurst Perkins Coie Trust Co
INCREASED
Shares42,948 from 42,419
Change+529 (+1%)
Value$8.8M (+$1.7M)
Filed 2026-10-15
Dudley Capital Management, LLC
INCREASED
Shares42,827 from 42,822
Change+5 (+0%)
Value$8.7M (+$1.6M)
Filed 2026-10-23
Financial & Tax Architects, LLC
INCREASED
Shares42,676 from 41,724
Change+952 (+2%)
Value$8.7M (+$1.8M)
Filed 2026-10-15
Sava Infond d.o.o.
UNCHANGED
Shares42,230 from 42,230
Change0 (0%)
Value$8.6M (+$1.6M)
Filed 2026-10-28
Cornerstone Wealth Group, LLC
INCREASED
Shares42,130 from 42,116
Change+14 (+0%)
Value$8.6M (+$1.6M)
Filed 2026-11-02
AMG National Trust Bank
DECREASED
Shares42,031 from 42,697
Change-666 (-2%)
Value$8.6M (+$1.5M)
Filed 2026-11-05
Machina Capital S.A.S.
DECREASED
Shares42,026 from 47,377
Change-5,351 (-11%)
Value$8.6M (+$728.9K)
Filed 2026-11-05
Founders Capital Management
INCREASED
Shares41,933 from 41,922
Change+11 (+0%)
Value$8.6M (+$1.6M)
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares41,925 from 43,856
Change-1,931 (-4%)
Value$8.6M (+$1.3M)
Filed 2026-11-03
Keystone Wealth Services, LLC
INCREASED
Shares41,842 from 41,526
Change+316 (+1%)
Value$8.6M (+$1.7M)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares41,528 from 39,462
Change+2,066 (+5%)
Value$8.5M (+$1.9M)
Filed 2026-11-04
Avalon Capital Management
INCREASED
Shares41,496 from 19,791
Change+21,705 (+110%)
Value$8.5M (+$5.2M)
Filed 2026-11-04
Marathon Capital Management
DECREASED
Shares41,444 from 41,759
Change-315 (-1%)
Value$8.5M (+$1.5M)
Filed 2026-10-23
WoodTrust Financial Corp
DECREASED
Shares41,380 from 42,336
Change-956 (-2%)
Value$8.5M (+$1.4M)
Filed 2026-10-09
James Investment Research, Inc.
DECREASED
Shares41,371 from 42,402
Change-1,031 (-2%)
Value$8.4M (+$1.4M)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares41,353 from 77,644
Change-36,291 (-47%)
Value$8.4M (-$4.4M)
Filed 2026-10-21
Ritholtz Wealth Management
INCREASED
Shares41,088 from 38,034
Change+3,054 (+8%)
Value$8.4M (+$2.1M)
Filed 2026-11-05
Confluence Wealth Services, Inc.
DECREASED
Shares41,061 from 80,667
Change-39,606 (-49%)
Value$8.4M (-$5.0M)
Filed 2026-11-05
Fulton Bank, N.A.
INCREASED
Shares41,045 from 41,020
Change+25 (+0%)
Value$8.4M (+$1.6M)
Filed 2026-10-14
Compass Wealth Management LLC
DECREASED
Shares40,863 from 42,220
Change-1,357 (-3%)
Value$8.3M (+$1.3M)
Filed 2026-10-22
Pioneer Trust Bank N A
DECREASED
Shares40,750 from 44,202
Change-3,452 (-8%)
Value$8.3M (+$994.6K)
Filed 2026-11-06
Contravisory Investment Management, Inc.
INCREASED
Shares40,732 from 40,053
Change+679 (+2%)
Value$8.3M (+$1.7M)
Filed 2026-10-13
Independent Solutions Wealth Management, LLC
INCREASED
Shares40,572 from 38,995
Change+1,577 (+4%)
Value$8.3M (+$1.8M)
Filed 2026-10-28
Kimelman & Baird, LLC
UNCHANGED
Shares40,433 from 40,433
Change0 (0%)
Value$8.3M (+$1.6M)
Filed 2026-11-03
Spirit of America Management Corp
DECREASED
Shares40,388 from 40,788
Change-400 (-1%)
Value$8.2M (+$1.5M)
Filed 2026-10-14
Patton Albertson Miller Group, LLC
INCREASED
Shares40,388 from 40,172
Change+216 (+1%)
Value$8.2M (+$1.6M)
Filed 2026-10-26
Asset Planning Services Inc
DECREASED
Shares40,384 from 40,534
Change-150 (0%)
Value$8.2M (+$1.5M)
Filed 2026-10-15
Penobscot Investment Management Company, Inc.
INCREASED
Shares40,339 from 40,035
Change+304 (+1%)
Value$8.2M (+$1.6M)
Filed 2026-10-26
Searle & Co.
DECREASED
Shares40,315 from 41,415
Change-1,100 (-3%)
Value$8.2M (+$1.4M)
Filed 2026-11-04
Independence Bank of Kentucky
DECREASED
Shares40,278 from 40,508
Change-230 (-1%)
Value$8.2M (+$1.5M)
Filed 2026-10-26
CWA Asset Management Group, LLC
DECREASED
Shares40,211 from 40,293
Change-82 (0%)
Value$8.2M (+$1.5M)
Filed 2026-10-19
Legacy Private Trust Co.
DECREASED
Shares40,099 from 40,417
Change-318 (-1%)
Value$8.2M (+$1.5M)
Filed 2026-10-06
Deane Retirement Strategies, Inc.
INCREASED
Shares40,076 from 39,525
Change+551 (+1%)
Value$8.2M (+$1.6M)
Filed 2026-10-09
HBK Sorce Advisory LLC
DECREASED
Shares39,957 from 40,908
Change-951 (-2%)
Value$8.5M (+$882.3K)
Filed 2026-11-06
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares39,931 from 39,685
Change+246 (+1%)
Value$8.2M (+$1.6M)
Filed 2026-10-19
Tema Etfs LLC
INCREASED
Shares39,906 from 39,304
Change+602 (+2%)
Value$8.1M (+$1.6M)
Filed 2026-10-16
Marietta Wealth Management, LLC
INCREASED
Shares39,362 from 39,294
Change+68 (+0%)
Value$8.7M (+$2.2M)
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares39,308 from 39,325
Change-17 (0%)
Value$8.0M (+$1.5M)
Filed 2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares39,246 from 49,369
Change-10,123 (-20%)
Value$8.0M (-$169.0K)
Filed 2026-11-03
Hendley & Co Inc
INCREASED
Shares39,201 from 39,178
Change+23 (+0%)
Value$8.0M (+$1.5M)
Filed 2026-10-29
LVM Capital Management LTD
INCREASED
Shares38,842 from 38,284
Change+558 (+1%)
Value$7.9M (+$1.6M)
Filed 2026-10-20
RED Cedar Investment Management, LLC
DECREASED
Shares38,750 from 42,723
Change-3,973 (-9%)
Value$7.9M (+$831.4K)
Filed 2026-11-04
Thompson Investment Management, Inc.
INCREASED
Shares38,658 from 38,616
Change+42 (+0%)
Value$7.9M (+$1.5M)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares38,639 from 38,901
Change-262 (-1%)
Value$7.9M (+$1.4M)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares38,430 from 38,052
Change+378 (+1%)
Value$7.8M (+$1.5M)
Filed 2026-11-05
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares38,371 from 38,424
Change-53 (0%)
Value$7.8M (+$1.5M)
Filed 2026-10-07
apricus wealth, LLC
INCREASED
Shares38,366 from 35,056
Change+3,310 (+9%)
Value$7.8M (+$2.0M)
Filed 2026-10-26
Marin Bay Wealth Advisors, LLC
INCREASED
Shares38,326 from 38,191
Change+135 (+0%)
Value$7.8M (+$1.5M)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares38,276
Change+38,276
Value$8.5K
Filed 2026-11-03
Equitable Trust Co
DECREASED
Shares38,206 from 38,292
Change-86 (0%)
Value$7.8M (+$1.5M)
Filed 2026-10-13
Highland Capital Management, LLC
DECREASED
Shares38,113 from 38,385
Change-272 (-1%)
Value$7.8M (+$1.4M)
Filed 2026-10-26
Hourglass Capital, LLC
DECREASED
Shares38,099 from 42,354
Change-4,255 (-10%)
Value$7.8M (+$759.6K)
Filed 2026-10-26
Warren Street Wealth Advisors, LLC
DECREASED
Shares37,964 from 39,038
Change-1,074 (-3%)
Value$7.8M (+$1.3M)
Filed 2026-11-04
Physicians Financial Services, Inc.
DECREASED
Shares37,873 from 38,443
Change-570 (-1%)
Value$7.7M (+$1.4M)
Filed 2026-11-04
Churchill Financial Advisors, LLC
DECREASED
Shares37,596 from 38,129
Change-533 (-1%)
Value$7.7M (+$1.4M)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares37,579 from 38,643
Change-1,064 (-3%)
Value$7.7M (+$1.3M)
Filed 2026-10-27
Csenge Advisory Group
INCREASED
Shares37,140 from 36,933
Change+207 (+1%)
Value$7.6M (+$1.5M)
Filed 2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares37,076 from 38,994
Change-1,918 (-5%)
Value$7.6M (+$1.1M)
Filed 2026-10-09
First Financial Bank - Trust Division
INCREASED
Shares37,017 from 36,540
Change+477 (+1%)
Value$7.6M (+$1.5M)
Filed 2026-10-01
Integrity Alliance, Llc.
INCREASED
Shares37,001 from 30,329
Change+6,672 (+22%)
Value$7.6M (+$2.5M)
Filed 2026-10-29
GHP Investment Advisors, Inc.
DECREASED
Shares36,948 from 37,319
Change-371 (-1%)
Value$7.5M (+$1.4M)
Filed 2026-10-15
Chapin Davis, Inc.
INCREASED
Shares36,931 from 36,483
Change+448 (+1%)
Value$7.5M (+$1.5M)
Filed 2026-10-09
Chicago Trust Co NA
INCREASED
Shares36,899 from 35,860
Change+1,039 (+3%)
Value$7.5M (+$1.6M)
Filed 2026-10-28
Modera Wealth Management, LLC
INCREASED
Shares36,832 from 30,986
Change+5,846 (+19%)
Value$7.5M (+$2.4M)
Filed 2026-10-28
Elite Wealth Management, Inc.
INCREASED
Shares36,819 from 1,622
Change+35,197 (+2170%)
Value$7.5M (+$7.2M)
Filed 2026-11-03
Inscription Capital, LLC
DECREASED
Shares36,799 from 68,326
Change-31,527 (-46%)
Value$7.5M (-$3.8M)
Filed 2026-11-02
City Holding Co
DECREASED
Shares36,716 from 37,101
Change-385 (-1%)
Value$7.5M (+$1.3M)
Filed 2026-10-19
Zions Bancorporation, National Association
DECREASED
Shares36,697 from 40,654
Change-3,957 (-10%)
Value$7.5M (+$755.1K)
Filed 2026-11-06
Prosperitas Financial LLC
INCREASED
Shares36,105 from 33,842
Change+2,263 (+7%)
Value$7.4M (+$1.8M)
Filed 2026-10-28
Spring Capital Management, LLC
INCREASED
Shares36,098 from 35,919
Change+179 (+1%)
Value$7.4M (+$1.4M)
Filed 2026-10-09
Tritonpoint Wealth, LLC
DECREASED
Shares35,950 from 37,437
Change-1,487 (-4%)
Value$7.3M (+$1.1M)
Filed 2026-10-19
L. Roy Papp & Associates, LLP
DECREASED
Shares35,944 from 36,897
Change-953 (-3%)
Value$7.3M (+$1.2M)
Filed 2026-10-21
Hosking Partners LLP
DECREASED
Shares35,796 from 37,836
Change-2,040 (-5%)
Value$7.3M (+$1.0M)
Filed 2026-10-21
Means Investment Co., Inc.
DECREASED
Shares35,760 from 41,045
Change-5,285 (-13%)
Value$7.3M (+$498.9K)
Filed 2026-11-03
Pinkerton Wealth, LLC
INCREASED
Shares35,743 from 34,979
Change+764 (+2%)
Value$7.3M (+$62.0K)
Filed 2026-10-29
Ipswich Investment Management Co., Inc.
INCREASED
Shares35,668 from 35,418
Change+250 (+1%)
Value$7.3M (+$1.4M)
Filed 2026-10-13
C2c Wealth Management, LLC
UNCHANGED
Shares35,616 from 35,616
Change0 (0%)
Value$7.3M (+$1.4M)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares35,538 from 33,842
Change+1,696 (+5%)
Value$7.2M (+$1.6M)
Filed 2026-11-03
Narwhal Capital Management
INCREASED
Shares35,505 from 34,537
Change+968 (+3%)
Value$7.3M (+$1.5M)
Filed 2026-11-04
White Pine Investment Co
DECREASED
Shares35,393 from 35,982
Change-589 (-2%)
Value$7.2M (+$1.3M)
Filed 2026-10-15
Petredis Investment Advisors LLC
INCREASED
Shares35,385 from 35,358
Change+27 (+0%)
Value$7.2M (+$1.4M)
Filed 2026-10-20
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares35,299 from 26,671
Change+8,628 (+32%)
Value$7.2M (+$2.8M)
Filed 2026-10-22
Virginia Wealth Management Group, Inc.
INCREASED
Shares35,168 from 35,071
Change+97 (+0%)
Value$7.2M (+$1.4M)
Filed 2026-10-14
Cincinnati Financial Corp
UNCHANGED
Shares35,139 from 35,139
Change0 (0%)
Value$7.2M (+$1.4M)
Filed 2026-11-03
Monte Financial Group, LLC
DECREASED
Shares35,102 from 39,010
Change-3,908 (-10%)
Value$7.2M (-$510.2K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares35,014 from 30,920
Change+4,094 (+13%)
Value$7.2M (+$2.0M)
Filed 2026-10-21
MFF Capital Investments Ltd
NEW
Shares35,000
Change+35,000
Value$7.1M
Filed 2026-11-05
First Merchants Corp
DECREASED
Shares34,887 from 35,179
Change-292 (-1%)
Value$7.1M (+$1.3M)
Filed 2026-10-15
Altrius Capital Management Inc
INCREASED
Shares34,859 from 33,885
Change+974 (+3%)
Value$7.1M (+$1.5M)
Filed 2026-11-05
Greatmark Investment Partners, Inc.
INCREASED
Shares34,844 from 34,669
Change+175 (+1%)
Value$7.1M (+$1.4M)
Filed 2026-10-28
Hollow Brook Wealth Management LLC
DECREASED
Shares34,613 from 37,828
Change-3,215 (-8%)
Value$7.1M (+$798.0K)
Filed 2026-10-29
StrongBox Wealth, LLC
INCREASED
Shares34,612 from 32,905
Change+1,707 (+5%)
Value$7.1M (+$1.6M)
Filed 2026-11-02
Columbia Asset Management
DECREASED
Shares34,611 from 34,883
Change-272 (-1%)
Value$7.1M (+$1.3M)
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares34,560 from 34,626
Change-66 (0%)
Value$7.1M (+$1.3M)
Filed 2026-10-20
Oliver Luxxe Assets LLC
DECREASED
Shares34,432 from 34,623
Change-191 (-1%)
Value$7.0M (+$1.3M)
Filed 2026-10-14
Frank, Rimerman Advisors LLC
INCREASED
Shares34,382 from 34,294
Change+88 (+0%)
Value$7.0M (+$1.3M)
Filed 2026-10-16
True Freedom Investing, LLC
INCREASED
Shares34,254 from 33,020
Change+1,234 (+4%)
Value$7.0M (+$163.2K)
Filed 2026-10-29
Greystone Financial Group, LLC
DECREASED
Shares33,855 from 34,074
Change-219 (-1%)
Value$6.9M (+$1.3M)
Filed 2026-10-26
XML Financial, LLC
DECREASED
Shares33,821 from 35,027
Change-1,206 (-3%)
Value$6.9M (+$1.1M)
Filed 2026-10-29
Butensky & Cohen Financial Security, Inc
DECREASED
Shares33,650 from 34,105
Change-455 (-1%)
Value$6.9M (+$1.2M)
Filed 2026-10-13
Mechanics Bank Trust Department
DECREASED
Shares33,631 from 35,692
Change-2,061 (-6%)
Value$6.9M (+$951.5K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares33,624 from 31,379
Change+2,245 (+7%)
Value$6.9M (+$1.7M)
Filed 2026-10-23
Old Mission Investment Co LLC
INCREASED
Shares33,587 from 33,190
Change+397 (+1%)
Value$6.9M (+$1.4M)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares33,547 from 29,012
Change+4,535 (+16%)
Value$6.9M (+$2.0M)
Filed 2026-11-03
Community Bank, N.A.
DECREASED
Shares33,462 from 33,584
Change-122 (0%)
Value$6.8M (+$1.3M)
Filed 2026-11-06
RMR Wealth Builders
INCREASED
Shares33,284 from 31,456
Change+1,828 (+6%)
Value$6.8M (+$1.6M)
Filed 2026-10-22
Cidel Asset Management Inc
DECREASED
Shares33,266 from 33,565
Change-299 (-1%)
Value$6.8M (+$1.2M)
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares33,136 from 33,959
Change-823 (-2%)
Value$6.8M (+$1.1M)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares33,103 from 32,492
Change+611 (+2%)
Value$6.8M (+$1.4M)
Filed 2026-10-23
Reliant Investment Management, LLC
INCREASED
Shares33,097 from 32,688
Change+409 (+1%)
Value$6.8M (+$1.3M)
Filed 2026-10-14
Marble Harbor Investment Counsel, LLC
DECREASED
Shares33,058 from 33,208
Change-150 (0%)
Value$6.8M (+$1.2M)
Filed 2026-11-06
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares32,949 from 32,755
Change+194 (+1%)
Value$6.7M (+$1.3M)
Filed 2026-10-22
Hengehold Capital Management LLC
INCREASED
Shares32,937 from 32,771
Change+166 (+1%)
Value$6.7M (+$1.3M)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares32,920 from 26,293
Change+6,627 (+25%)
Value$6.7M (+$2.3M)
Filed 2026-10-13
Independent Wealth Network Inc.
INCREASED
Shares32,696 from 28,193
Change+4,503 (+16%)
Value$6.7M (+$2.0M)
Filed 2026-10-19
Salem Investment Counselors Inc
INCREASED
Shares32,689 from 32,388
Change+301 (+1%)
Value$6.7M (+$1.3M)
Filed 2026-10-13
GC Wealth Management RIA, LLC
DECREASED
Shares32,666 from 32,827
Change-161 (0%)
Value$6.7M (+$1.2M)
Filed 2026-11-02
Madden Securities Corp
DECREASED
Shares32,501 from 32,728
Change-227 (-1%)
Value$6.6M (+$1.2M)
Filed 2026-10-27
Cornerstone Wealth Management, LLC
DECREASED
Shares32,340 from 32,371
Change-31 (0%)
Value$6.6M (+$1.2M)
Filed 2026-11-04
YHB Investment Advisors, Inc.
INCREASED
Shares32,327 from 31,704
Change+623 (+2%)
Value$6.6M (+$1.3M)
Filed 2026-10-08
Greenleaf Trust
DECREASED
Shares32,308 from 32,677
Change-369 (-1%)
Value$6.6M (+$1.2M)
Filed 2026-10-29
Lockheed Martin Investment Management Co
DECREASED
Shares32,100 from 72,140
Change-40,040 (-55%)
Value$6.6M (-$5.4M)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares31,945 from 30,724
Change+1,221 (+4%)
Value$6.5M (+$1.4M)
Filed 2026-10-22
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares31,910 from 32,322
Change-412 (-1%)
Value$6.5M (+$1.2M)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares31,824 from 28,351
Change+3,473 (+12%)
Value$7.4M (+$1.9M)
Filed 2026-10-27
Eagle Capital Management, LLC
DECREASED
Shares31,769 from 32,877
Change-1,108 (-3%)
Value$6.5M (+$1.0M)
Filed 2026-10-19
Dupree Financial Group, LLC
INCREASED
Shares31,702 from 30,801
Change+901 (+3%)
Value$6.5M (+$1.4M)
Filed 2026-10-09
Summit Financial Wealth Advisors, LLC
DECREASED
Shares31,697 from 32,164
Change-467 (-1%)
Value$6.5M (+$1.1M)
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares31,627 from 18,681
Change+12,946 (+69%)
Value$6.5M (+$3.4M)
Filed 2026-10-26
Glass Wealth Management Co LLC
INCREASED
Shares31,398 from 29,558
Change+1,840 (+6%)
Value$6.4M (+$1.5M)
Filed 2026-10-28
Capital Asset Advisory Services LLC
DECREASED
Shares31,320 from 33,066
Change-1,746 (-5%)
Value$7.1M (+$1.6M)
Filed 2026-10-30
Pathway Financial Advisers, LLC
INCREASED
Shares31,308 from 30,588
Change+720 (+2%)
Value$6.4M (+$1.3M)
Filed 2026-10-27
Advisors Management Group Inc
DECREASED
Shares31,126 from 31,276
Change-150 (0%)
Value$6.4M (+$1.2M)
Filed 2026-11-05
Naples Global Advisors, LLC
INCREASED
Shares31,089 from 30,987
Change+102 (+0%)
Value$6.3M (+$1.2M)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares30,932 from 32,131
Change-1,199 (-4%)
Value$6.3M (+$990.5K)
Filed 2026-10-27
Dana Investment Advisors, Inc.
DECREASED
Shares30,906 from 31,816
Change-910 (-3%)
Value$6.3M (+$1.0M)
Filed 2026-11-06
Buckhead Capital Management LLC
INCREASED
Shares30,896 from 30,738
Change+158 (+1%)
Value$6.3M (+$1.2M)
Filed 2026-11-03
RKL Wealth Management LLC
INCREASED
Shares30,658 from 30,223
Change+435 (+1%)
Value$6.3M (+$1.3M)
Filed 2026-10-16
MTM Investment Management, LLC
INCREASED
Shares30,640 from 30,445
Change+195 (+1%)
Value$6.3M (+$1.2M)
Filed 2026-10-30
Jericho Financial, LLP
INCREASED
Shares30,549 from 30,203
Change+346 (+1%)
Value$6.2M (+$1.2M)
Filed 2026-10-13
Reik & Co., LLC
UNCHANGED
Shares30,530 from 30,530
Change0 (0%)
Value$6.2M (+$1.2M)
Filed 2026-10-27
Corda Investment Management, Llc.
INCREASED
Shares30,520 from 29,927
Change+593 (+2%)
Value$6.2M (+$1.3M)
Filed 2026-10-22
Baker Avenue Asset Management, LP
INCREASED
Shares30,281 from 29,945
Change+336 (+1%)
Value$6.2M (+$1.2M)
Filed 2026-11-06
Lawson Kroeker Investment Management Inc
DECREASED
Shares30,217 from 30,799
Change-582 (-2%)
Value$6.2M (+$1.1M)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares30,131 from 21,343
Change+8,788 (+41%)
Value$6.4M (+$2.6M)
Filed 2026-10-09
Eagle Global Advisors LLC
DECREASED
Shares30,089 from 30,682
Change-593 (-2%)
Value$6.1M (+$1.1M)
Filed 2026-11-02
Adams Diversified Equity Fund, Inc.
DECREASED
Shares30,027 from 33,427
Change-3,400 (-10%)
Value$6.1M (+$591.0K)
Filed 2026-10-21
Private Management Group Inc
DECREASED
Shares30,026 from 30,383
Change-357 (-1%)
Value$6.1M (+$1.1M)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
DECREASED
Shares29,950 from 29,987
Change-37 (0%)
Value$6.1M (+$1.1M)
Filed 2026-10-26
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares29,899 from 30,707
Change-808 (-3%)
Value$6.1M (+$1.0M)
Filed 2026-10-16
Benedict Financial Advisors Inc
DECREASED
Shares29,898 from 29,935
Change-37 (0%)
Value$6.1M (+$1.1M)
Filed 2026-10-07
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares29,852 from 29,330
Change+522 (+2%)
Value$6.1M (+$1.2M)
Filed 2026-10-22
Montecito Bank & Trust
DECREASED
Shares29,833 from 30,046
Change-213 (-1%)
Value$6.1M (+$1.1M)
Filed 2026-10-01
Herold Advisors, Inc.
INCREASED
Shares29,826 from 29,727
Change+99 (+0%)
Value$6.1M (+$1.2M)
Filed 2026-10-19
Generali Investments, Management Co LLC
DECREASED
Shares29,600 from 30,744
Change-1,144 (-4%)
Value$6.0M (+$948.5K)
Filed 2026-10-19
Arlington Financial Advisors, LLC
DECREASED
Shares29,564 from 30,725
Change-1,161 (-4%)
Value$6.0M (+$944.3K)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares29,533 from 24,568
Change+4,965 (+20%)
Value$6.0M (+$2.0M)
Filed 2026-10-21
Bill Few Associates, Inc.
DECREASED
Shares29,435 from 29,655
Change-220 (-1%)
Value$6.0M (+$1.1M)
Filed 2026-10-09
LEE Danner & Bass Inc
DECREASED
Shares29,344 from 29,808
Change-464 (-2%)
Value$6.0M (+$1.1M)
Filed 2026-10-27
Plimoth Trust Co LLC
INCREASED
Shares29,230 from 29,159
Change+71 (+0%)
Value$6.0M (+$1.1M)
Filed 2026-10-26
Entruity Wealth, LLC
INCREASED
Shares29,128 from 28,356
Change+772 (+3%)
Value$5.9M (+$1.2M)
Filed 2026-11-06
Jefferies Financial Group Inc.
DECREASED
Shares28,935 from 154,626
Change-125,691 (-81%)
Value$5.9M (-$19.7M)
Filed 2026-11-05
Azzad Asset Management Inc
DECREASED
Shares28,905 from 29,544
Change-639 (-2%)
Value$5.9M (+$1.0M)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares28,898 from 28,443
Change+455 (+2%)
Value$5.9M (+$1.2M)
Filed 2026-11-04
LS Investment Advisors, LLC
DECREASED
Shares28,893 from 30,020
Change-1,127 (-4%)
Value$5.9M (+$924.3K)
Filed 2026-10-13
Global Financial Private Client, LLC
INCREASED
Shares28,873 from 28,551
Change+322 (+1%)
Value$5.9M (+$1.2M)
Filed 2026-10-15
Harbour Capital Advisors, LLC
UNCHANGED
Shares28,855 from 28,855
Change0 (0%)
Value$5.9M (+$802.5K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares28,832 from 14,190
Change+14,642 (+103%)
Value$5.9M (+$3.0M)
Filed 2026-10-13
Larson Financial Group LLC
DECREASED
Shares28,503 from 33,204
Change-4,701 (-14%)
Value$5.8M (+$316.6K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
DECREASED
Shares28,497 from 29,062
Change-565 (-2%)
Value$5.8M (+$1.0M)
Filed 2026-10-30
Segment Wealth Management, LLC
DECREASED
Shares28,467 from 28,927
Change-460 (-2%)
Value$5.8M (+$1.0M)
Filed 2026-10-26
G&S Capital LLC
DECREASED
Shares28,348 from 28,498
Change-150 (-1%)
Value$5.8M (+$1.1M)
Filed 2026-10-23
JBR Co Financial Management Inc
DECREASED
Shares28,180 from 28,201
Change-21 (0%)
Value$4.7M (-$5.5K)
Filed 2026-10-13
Accurate Wealth Management, LLC
INCREASED
Shares28,140 from 25,497
Change+2,643 (+10%)
Value$6.1M (+$1.6M)
Filed 2026-10-20
Grand Central Investment Group
INCREASED
Shares28,120 from 28,021
Change+99 (+0%)
Value$5.7M (+$1.1M)
Filed 2026-11-02
Investors Asset Management of Georgia Inc
DECREASED
Shares28,015 from 28,220
Change-205 (-1%)
Value$5.7M (+$1.0M)
Filed 2026-10-20
TrinityBridge Ltd
INCREASED
Shares27,801 from 20,736
Change+7,065 (+34%)
Value$5.7M (+$2.2M)
Filed 2026-10-30
Moneco Advisors, LLC
DECREASED
Shares27,789 from 27,946
Change-157 (-1%)
Value$5.7M (+$1.0M)
Filed 2026-11-05
Traynor Capital Management, Inc.
INCREASED
Shares27,691 from 26,305
Change+1,386 (+5%)
Value$5.7M (+$1.3M)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares27,675 from 39,246
Change-11,571 (-29%)
Value$5.7M (-$853.9K)
Filed 2026-10-08
Massachusetts Wealth Management
DECREASED
Shares27,629 from 28,354
Change-725 (-3%)
Value$5.6M (+$942.2K)
Filed 2026-10-21
Hohimer Wealth Management, LLC
INCREASED
Shares27,609 from 21,226
Change+6,383 (+30%)
Value$5.6M (+$2.1M)
Filed 2026-11-04
Richards, Merrill & Peterson, Inc.
DECREASED
Shares27,602 from 30,249
Change-2,647 (-9%)
Value$5.6M (+$622.6K)
Filed 2026-10-19
TCI Wealth Advisors, Inc.
INCREASED
Shares27,598 from 27,360
Change+238 (+1%)
Value$5.6M (+$1.1M)
Filed 2026-10-30
Pictet North America Advisors SA
DECREASED
Shares27,530 from 29,674
Change-2,144 (-7%)
Value$5.6M (+$703.1K)
Filed 2026-10-21
Aprio Wealth Management, LLC
INCREASED
Shares27,465 from 26,442
Change+1,023 (+4%)
Value$5.6M (+$1.2M)
Filed 2026-10-28
Garner Asset Management Corp
DECREASED
Shares27,434 from 28,648
Change-1,214 (-4%)
Value$6.4M (+$1.6M)
Filed 2026-10-30
Alkeme Wealth, LLC
DECREASED
Shares27,365 from 27,817
Change-452 (-2%)
Value$5.6M (+$977.3K)
Filed 2026-10-08
Gerald Baker Financial Group LLC
INCREASED
Shares27,308 from 27,173
Change+135 (+1%)
Value$5.6M (+$1.1M)
Filed 2026-10-09
PFG Advisors
DECREASED
Shares27,258 from 27,549
Change-291 (-1%)
Value$5.6M (+$999.8K)
Filed 2026-10-16
Rayburn West Financial Services LLC
DECREASED
Shares27,212 from 27,247
Change-35 (0%)
Value$5.6M (+$1.0M)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
INCREASED
Shares27,177 from 19,032
Change+8,145 (+43%)
Value$5.5M (+$2.4M)
Filed 2026-10-22
Duncker Streett & Co Inc
INCREASED
Shares27,167 from 25,780
Change+1,387 (+5%)
Value$5.5M (+$1.3M)
Filed 2026-10-27
Mill Capital Management, LLC
DECREASED
Shares27,153 from 27,354
Change-201 (-1%)
Value$5.5M (+$1.0M)
Filed 2026-10-26
Verdence Capital Advisors LLC
DECREASED
Shares27,141 from 30,694
Change-3,553 (-12%)
Value$5.5M (+$454.6K)
Filed 2026-10-26
Delta Financial Advisors LLC
INCREASED
Shares27,123 from 26,864
Change+259 (+1%)
Value$5.5M (+$1.1M)
Filed 2026-10-27
NWF Advisory Services Inc.
DECREASED
Shares27,113 from 29,821
Change-2,708 (-9%)
Value$5.5M (+$593.6K)
Filed 2026-10-19
Ridgecrest Wealth Partners, LLC
DECREASED
Shares27,111 from 27,261
Change-150 (-1%)
Value$5.5M (+$1.0M)
Filed 2026-10-19
Lynch Asset Management, Inc.
UNCHANGED
Shares27,100 from 27,100
Change0 (0%)
Value$5.5M (+$1.0M)
Filed 2026-10-28
Portside Wealth Group, LLC
INCREASED
Shares27,058 from 25,540
Change+1,518 (+6%)
Value$5.5M (+$1.3M)
Filed 2026-10-20
Consolidated Investment Group LLC
UNCHANGED
Shares27,055 from 27,055
Change0 (0%)
Value$5.5M (+$1.0M)
Filed 2026-11-04
Laurel Wealth Advisors LLC
DECREASED
Shares26,997 from 28,676
Change-1,679 (-6%)
Value$5.5M (+$759.8K)
Filed 2026-10-27
Procyon Advisors, LLC
DECREASED
Shares26,991 from 27,059
Change-68 (0%)
Value$5.5M (+$1.0M)
Filed 2026-10-21
Joseph Group Capital Management
INCREASED
Shares26,871 from 25,572
Change+1,299 (+5%)
Value$5.5M (+$1.2M)
Filed 2026-11-04
Capital City Trust Co
DECREASED
Shares26,860 from 27,169
Change-309 (-1%)
Value$5.5M (+$981.5K)
Filed 2026-10-22
Sterling Investment Advisors, Ltd.
DECREASED
Shares26,823 from 27,922
Change-1,099 (-4%)
Value$5.5M (+$849.3K)
Filed 2026-10-27
Cohen Investment Advisors LLC
INCREASED
Shares26,706 from 26,334
Change+372 (+1%)
Value$5.5M (+$1.1M)
Filed 2026-10-20
Old Second National Bank of Aurora
DECREASED
Shares26,608 from 27,187
Change-579 (-2%)
Value$5.4M (+$927.1K)
Filed 2026-10-22
Baugh & Associates, LLC
INCREASED
Shares26,603 from 24,949
Change+1,654 (+7%)
Value$4.9M (+$797.8K)
Filed 2026-10-16
Portfolio Design Labs, LLC
INCREASED
Shares26,554 from 25,523
Change+1,031 (+4%)
Value$5.4M (+$1.2M)
Filed 2026-11-04
Triad Wealth Partners, LLC
DECREASED
Shares26,496 from 27,379
Change-883 (-3%)
Value$5.4M (+$121.7K)
Filed 2026-10-26
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares26,484 from 29,152
Change-2,668 (-9%)
Value$5.4M (+$576.1K)
Filed 2026-10-13
Lantz Financial LLC
DECREASED
Shares26,442 from 26,547
Change-105 (0%)
Value$5.4M (+$999.3K)
Filed 2026-10-15
NTV Asset Management LLC
DECREASED
Shares26,361 from 26,498
Change-137 (-1%)
Value$5.4M (+$990.9K)
Filed 2026-10-23
Winebrenner Capital Management LLC
INCREASED
Shares26,310 from 26,302
Change+8 (+0%)
Value$5.4M (+$1.0M)
Filed 2026-10-07
Argyle Capital Management, LLC
DECREASED
Shares26,284 from 26,324
Change-40 (0%)
Value$5.4M (+$1.0M)
Filed 2026-10-28
Summit Global Investments
INCREASED
Shares26,224 from 18,804
Change+7,420 (+39%)
Value$5.4M (+$2.2M)
Filed 2026-10-28
Solitude Financial Services
INCREASED
Shares26,204 from 25,796
Change+408 (+2%)
Value$5.4M (+$1.1M)
Filed 2026-10-26
Mcdonald Partners LLC
INCREASED
Shares26,097 from 24,395
Change+1,702 (+7%)
Value$5.3M (+$1.3M)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares25,822 from 26,975
Change-1,153 (-4%)
Value$5.3M (+$801.6K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares25,698 from 25,798
Change-100 (0%)
Value$5.2M (+$971.4K)
Filed 2026-10-29
McKinley Carter Wealth Services, Inc.
INCREASED
Shares25,695 from 25,456
Change+239 (+1%)
Value$5.2M (+$1.0M)
Filed 2026-10-16
Murphy Pohlad Asset Management LLC
DECREASED
Shares25,626 from 25,831
Change-205 (-1%)
Value$5.2M (+$951.3K)
Filed 2026-10-22
Hunter Associates Investment Management LLC
INCREASED
Shares25,510 from 23,182
Change+2,328 (+10%)
Value$5.2M (+$1.4M)
Filed 2026-10-26
Investmark Advisory Group LLC
INCREASED
Shares25,412 from 24,867
Change+545 (+2%)
Value$5.2M (+$1.1M)
Filed 2026-10-27
Royal Fund Management, LLC
DECREASED
Shares25,375 from 26,000
Change-625 (-2%)
Value$5.2M (+$872.0K)
Filed 2026-10-22
James Hambro & Partners LLP
UNCHANGED
Shares25,300 from 25,300
Change0 (0%)
Value$5.2M (+$977.7K)
Filed 2026-10-19
Plan Group Financial, LLC
INCREASED
Shares25,279 from 22,457
Change+2,822 (+13%)
Value$5.7M (+$2.0M)
Filed 2026-10-22
International Assets Investment Management, LLC
DECREASED
Shares25,212 from 27,980
Change-2,768 (-10%)
Value$5.2M (+$585.5K)
Filed 2026-11-02
Platform Technology Partners
DECREASED
Shares25,099 from 25,821
Change-722 (-3%)
Value$5.1M (+$845.4K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares25,059 from 24,658
Change+401 (+2%)
Value$5.1M (+$1.0M)
Filed 2026-10-26
Symphony Financial, Ltd. Co.
INCREASED
Shares25,043 from 19,135
Change+5,908 (+31%)
Value$5.1M (+$1.9M)
Filed 2026-10-22
Resonant Capital Advisors, LLC
DECREASED
Shares24,917 from 38,327
Change-13,410 (-35%)
Value$5.1M (-$1.3M)
Filed 2026-10-15
Gilliland Jeter Wealth Management LLC
INCREASED
Shares24,863 from 24,803
Change+60 (+0%)
Value$5.1M (+$966.1K)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares24,830 from 22,527
Change+2,303 (+10%)
Value$5.1M (+$1.2M)
Filed 2026-10-08
Lineweaver Wealth Advisors, LLC
INCREASED
Shares24,746 from 23,676
Change+1,070 (+5%)
Value$5.1M (+$1.1M)
Filed 2026-10-13
Clear Harbor Asset Management, LLC
INCREASED
Shares24,538 from 17,386
Change+7,152 (+41%)
Value$5.0M (+$2.1M)
Filed 2026-11-05
Columbia Bank
INCREASED
Shares24,527 from 23,964
Change+563 (+2%)
Value$5.0M (+$1.0M)
Filed 2026-10-29
Intrua Financial, LLC
DECREASED
Shares24,464 from 25,322
Change-858 (-3%)
Value$5.0M (+$798.3K)
Filed 2026-10-28
Fourpath Capital Management, LLC
DECREASED
Shares24,427 from 24,788
Change-361 (-1%)
Value$5.0M (+$879.3K)
Filed 2026-10-19
R.H. Dinel Investment Counsel, Inc.
DECREASED
Shares24,391 from 25,191
Change-800 (-3%)
Value$5.0M (+$805.2K)
Filed 2026-10-14
Aull & Monroe Investment Management Corp
INCREASED
Shares24,378 from 24,193
Change+185 (+1%)
Value$5.0M (+$968.0K)
Filed 2026-10-16
North Star Investment Management Corp.
INCREASED
Shares24,360 from 23,990
Change+370 (+2%)
Value$5.0M (+$998.0K)
Filed 2026-10-27
Gryphon Financial Partners LLC
INCREASED
Shares24,272 from 20,644
Change+3,628 (+18%)
Value$5.0M (+$1.5M)
Filed 2026-11-04
Fulton Breakefield Broenniman LLC
DECREASED
Shares24,228 from 24,721
Change-493 (-2%)
Value$4.9M (+$849.8K)
Filed 2026-11-03
Wasatch Advisors LP
DECREASED
Shares24,217 from 24,736
Change-519 (-2%)
Value$4.9M (+$845.1K)
Filed 2026-10-13
Atlas Brown,Inc.
INCREASED
Shares24,186 from 24,103
Change+83 (+0%)
Value$4.9M (+$943.6K)
Filed 2026-10-09
Nvwm, LLC
INCREASED
Shares24,122 from 23,867
Change+255 (+1%)
Value$4.9M (+$969.8K)
Filed 2026-10-14
Peoples Bank
INCREASED
Shares24,022 from 23,937
Change+85 (+0%)
Value$4.9M (+$937.7K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
DECREASED
Shares24,016 from 24,542
Change-526 (-2%)
Value$4.9M (+$840.0K)
Filed 2026-10-30
Carrera Capital Advisors
INCREASED
Shares23,952 from 23,044
Change+908 (+4%)
Value$4.9M (+$1.1M)
Filed 2026-11-03
Mystic Asset Management, Inc.
INCREASED
Shares23,893 from 23,673
Change+220 (+1%)
Value$4.9M (+$955.2K)
Filed 2026-10-15
NovaPoint Capital, LLC
DECREASED
Shares23,885 from 24,003
Change-118 (0%)
Value$4.9M (+$898.8K)
Filed 2026-10-22
West Branch Capital LLC
INCREASED
Shares23,737 from 23,424
Change+313 (+1%)
Value$4.8M (+$964.6K)
Filed 2026-10-20
Norden Group LLC
DECREASED
Shares23,621 from 24,019
Change-398 (-2%)
Value$4.8M (+$842.6K)
Filed 2026-10-20
Diligent Investors, LLC
DECREASED
Shares23,550 from 24,128
Change-578 (-2%)
Value$4.8M (+$809.6K)
Filed 2026-10-21
Sepio Capital, LP
DECREASED
Shares23,498 from 31,135
Change-7,637 (-25%)
Value$4.8M (-$362.4K)
Filed 2026-10-22
Kavar Capital Partners Group, LLC
INCREASED
Shares23,492 from 23,062
Change+430 (+2%)
Value$4.8M (+$974.5K)
Filed 2026-11-06
First Bank & Trust
INCREASED
Shares23,469 from 21,683
Change+1,786 (+8%)
Value$4.8M (+$1.2M)
Filed 2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares23,452 from 23,269
Change+183 (+1%)
Value$4.8M (+$932.1K)
Filed 2026-10-23
Whitener Capital Management, Inc.
INCREASED
Shares23,426 from 22,755
Change+671 (+3%)
Value$4.8M (+$1.0M)
Filed 2026-10-15
Weatherly Asset Management L. P.
INCREASED
Shares23,387 from 23,250
Change+137 (+1%)
Value$4.8M (+$921.9K)
Filed 2026-10-20
Benin Management Corp
UNCHANGED
Shares23,350 from 23,350
Change0 (0%)
Value$4.8M (+$897.8K)
Filed 2026-10-22
Certuity, LLC
INCREASED
Shares23,348 from 22,058
Change+1,290 (+6%)
Value$4.8M (+$1.1M)
Filed 2026-11-02
Formidable Asset Management, LLC
INCREASED
Shares23,236 from 22,968
Change+268 (+1%)
Value$3.9M (-$900.6K)
Filed 2026-11-03
Oakworth Capital, Inc.
INCREASED
Shares23,218 from 23,040
Change+178 (+1%)
Value$4.7M (+$922.8K)
Filed 2026-10-26
Journey Advisory Group, LLC
DECREASED
Shares23,146 from 24,149
Change-1,003 (-4%)
Value$4.7M (+$723.7K)
Filed 2026-11-04
AGF Management LTD
INCREASED
Shares23,116 from 17,563
Change+5,553 (+32%)
Value$4.7M (+$1.8M)
Filed 2026-11-03
Lyell Wealth Management, LP
DECREASED
Shares23,104 from 23,112
Change-8 (0%)
Value$4.7M (+$887.0K)
Filed 2026-10-30
Stanley-Laman Group, Ltd.
DECREASED
Shares23,100 from 23,466
Change-366 (-2%)
Value$4.7M (+$827.5K)
Filed 2026-10-20
Sage Investment Advisers LLC
DECREASED
Shares23,017 from 23,089
Change-72 (0%)
Value$4.7M (+$873.0K)
Filed 2026-10-21
Mccarter Private Wealth Services LLC
INCREASED
Shares22,978 from 21,992
Change+986 (+4%)
Value$4.7M (+$1.0M)
Filed 2026-10-22
Krilogy Financial LLC
INCREASED
Shares22,967 from 22,765
Change+202 (+1%)
Value$4.9M (+$1.2M)
Filed 2026-10-13
St. Louis Financial Planners Asset Management, LLC
NEW
Shares22,922
Change+22,922
Value$5.0M
Filed 2026-10-16
Missouri Trust & Investment Co
DECREASED
Shares22,920 from 23,211
Change-291 (-1%)
Value$4.7M (+$111.9K)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares22,848 from 23,175
Change-327 (-1%)
Value$4.7M (+$825.0K)
Filed 2026-10-14
Boltwood Capital Management
DECREASED
Shares22,842 from 22,860
Change-18 (0%)
Value$4.7M (+$875.3K)
Filed 2026-10-02
SeaCrest Wealth Management, LLC
DECREASED
Shares22,794 from 24,259
Change-1,465 (-6%)
Value$4.7M (+$633.6K)
Filed 2026-10-21
Shoker Investment Counsel, Inc.
DECREASED
Shares22,661 from 22,671
Change-10 (0%)
Value$4.6M (+$869.7K)
Filed 2026-11-04
Clearstead Trust, LLC
INCREASED
Shares22,640 from 21,983
Change+657 (+3%)
Value$4.6M (+$979.4K)
Filed 2026-11-06
Titleist Asset Management, LLC
DECREASED
Shares22,640 from 23,052
Change-412 (-2%)
Value$4.6M (+$801.9K)
Filed 2026-10-08
Heritage Wealth Management, Inc.
DECREASED
Shares22,586 from 23,561
Change-975 (-4%)
Value$4.6M (+$706.8K)
Filed 2026-10-28
Exchange Bank
INCREASED
Shares22,537 from 22,089
Change+448 (+2%)
Value$4.6M (+$940.8K)
Filed 2026-10-07
Laurel OAK Wealth Management, LLC
INCREASED
Shares22,506 from 20,929
Change+1,577 (+8%)
Value$4.6M (+$1.1M)
Filed 2026-10-19
Albion Financial Group
DECREASED
Shares22,439 from 22,608
Change-169 (-1%)
Value$4.6M (+$834.8K)
Filed 2026-10-21
Ninety One North America, Inc.
UNCHANGED
Shares22,358 from 22,358
Change0 (0%)
Value$4.6M (+$859.7K)
Filed 2026-10-15
WD Rutherford LLC
DECREASED
Shares22,352 from 23,802
Change-1,450 (-6%)
Value$4.6M (+$619.1K)
Filed 2026-10-26
Vertrix Wealth Management, LLC
DECREASED
Shares22,332 from 24,697
Change-2,365 (-10%)
Value$4.6M (+$466.5K)
Filed 2026-10-13
Global Trust Asset Management, LLC
INCREASED
Shares22,150 from 21,985
Change+165 (+1%)
Value$4.5M (+$879.0K)
Filed 2026-10-19
Burney Co/
INCREASED
Shares22,125 from 12,290
Change+9,835 (+80%)
Value$4.5M (+$2.5M)
Filed 2026-10-15
Founders Financial Securities LLC
INCREASED
Shares22,036 from 20,357
Change+1,679 (+8%)
Value$4.5M (+$1.1M)
Filed 2026-10-28
ASK Capital Investment Managers, LLC
NEW
Shares22,014
Change+22,014
Value$4.5M
Filed 2026-10-14
Leelyn Smith, LLC
INCREASED
Shares21,900 from 20,992
Change+908 (+4%)
Value$4.5M (+$992.5K)
Filed 2026-11-03
CGN Advisors LLC
DECREASED
Shares21,823 from 23,497
Change-1,674 (-7%)
Value$4.5M (+$561.7K)
Filed 2026-10-21
Personal CFO Solutions, LLC
DECREASED
Shares21,783 from 24,314
Change-2,531 (-10%)
Value$4.4M (+$418.0K)
Filed 2026-11-06
Burke & Herbert Bank & Trust Co
INCREASED
Shares21,753 from 21,653
Change+100 (+0%)
Value$4.4M (+$853.0K)
Filed 2026-11-02
Patten Group, Inc.
INCREASED
Shares21,701 from 21,100
Change+601 (+3%)
Value$4.4M (+$934.0K)
Filed 2026-10-26
Boothe Investment Group, Inc.
INCREASED
Shares21,630 from 20,499
Change+1,131 (+6%)
Value$4.4M (+$1.0M)
Filed 2026-10-22
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares21,540 from 24,495
Change-2,955 (-12%)
Value$4.4M (+$338.4K)
Filed 2026-10-07
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares21,533 from 21,554
Change-21 (0%)
Value$4.4M (+$824.5K)
Filed 2026-11-02
Bria Capital Group, LLC
INCREASED
Shares21,519 from 20,288
Change+1,231 (+6%)
Value$4.4M (+$1.0M)
Filed 2026-10-22
Strong Tower Advisory Services
DECREASED
Shares21,428 from 21,952
Change-524 (-2%)
Value$4.4M (+$737.0K)
Filed 2026-10-13
First Pacific Financial
INCREASED
Shares21,377 from 20,813
Change+564 (+3%)
Value$4.4M (+$915.4K)
Filed 2026-10-14
Signet Investment Advisory Group, Inc.
INCREASED
Shares21,354 from 20,644
Change+710 (+3%)
Value$4.4M (+$938.8K)
Filed 2026-10-30
TriaGen Wealth Management LLC
DECREASED
Shares21,299 from 21,380
Change-81 (0%)
Value$4.3M (+$805.5K)
Filed 2026-10-14
MH & Associates Securities Management Corp
INCREASED
Shares21,257 from 21,216
Change+41 (+0%)
Value$4.3M (+$824.1K)
Filed 2026-10-30
Plancorp, LLC
INCREASED
Shares21,185 from 13,969
Change+7,216 (+52%)
Value$5.0M (+$2.4M)
Filed 2026-11-03
Andrews Advisory Associates, LLC
DECREASED
Shares21,097 from 21,247
Change-150 (-1%)
Value$4.3M (+$786.3K)
Filed 2026-10-15
Horst & Graben Wealth Management LLC
INCREASED
Shares20,974 from 20,910
Change+64 (+0%)
Value$4.3M (+$818.5K)
Filed 2026-11-02
Radnor Capital Management, LLC
DECREASED
Shares20,962 from 21,267
Change-305 (-1%)
Value$4.3M (+$755.4K)
Filed 2026-10-23
Cornerstone Planning, LLC
INCREASED
Shares20,895 from 20,822
Change+73 (+0%)
Value$3.7M (+$234.3K)
Filed 2026-10-27
HCR Wealth Advisors
INCREASED
Shares20,813 from 20,346
Change+467 (+2%)
Value$4.3M (+$877.7K)
Filed 2026-10-15
Coerente Capital Management
DECREASED
Shares20,621 from 20,800
Change-179 (-1%)
Value$4.2M (+$763.2K)
Filed 2026-10-29
Old Port Advisors
DECREASED
Shares20,617 from 20,747
Change-130 (-1%)
Value$4.2M (+$771.2K)
Filed 2026-10-23
Bison Wealth, LLC
INCREASED
Shares20,593 from 18,002
Change+2,591 (+14%)
Value$4.4M (+$1.4M)
Filed 2026-10-13
First Command Advisory Services, Inc.
DECREASED
Shares20,582 from 23,444
Change-2,862 (-12%)
Value$4.2M (+$317.0K)
Filed 2026-11-05
Dmkc Advisory Services, LLC
INCREASED
Shares20,577 from 20,074
Change+503 (+3%)
Value$4.2M (+$874.5K)
Filed 2026-11-04
Bourgeon Capital Management LLC
INCREASED
Shares20,572 from 19,416
Change+1,156 (+6%)
Value$4.2M (+$982.6K)
Filed 2026-10-19
Gibbs Wealth Management
INCREASED
Shares20,484 from 17,118
Change+3,366 (+20%)
Value$4.2M (+$1.3M)
Filed 2026-10-22
Cosner Financial Group, LLC
DECREASED
Shares20,407 from 20,941
Change-534 (-3%)
Value$4.2M (+$696.3K)
Filed 2026-11-03
Enhancing Capital LLC
UNCHANGED
Shares20,360 from 20,360
Change0 (0%)
Value$4.2M (+$782.8K)
Filed 2026-10-26
Aviso Wealth Management
DECREASED
Shares20,297 from 21,049
Change-752 (-4%)
Value$4.1M (+$655.7K)
Filed 2026-11-04
Cullen Investment Group, Ltd.
DECREASED
Shares20,267 from 21,573
Change-1,306 (-6%)
Value$4.4M (+$781.3K)
Filed 2026-10-13
Concord Wealth Partners
INCREASED
Shares20,243 from 19,772
Change+471 (+2%)
Value$4.1M (+$856.4K)
Filed 2026-11-02
Hudock, Inc.
INCREASED
Shares20,243 from 20,050
Change+193 (+1%)
Value$4.1M (+$810.5K)
Filed 2026-10-14
Charles Schwab Trust Co
INCREASED
Shares20,241 from 19,977
Change+264 (+1%)
Value$4.1M (+$822.0K)
Filed 2026-10-15
Genus Capital Management Inc.
INCREASED
Shares20,205 from 11,400
Change+8,805 (+77%)
Value$4.1M (+$2.2M)
Filed 2026-11-04
Brick & Kyle, Associates
DECREASED
Shares20,193 from 20,467
Change-274 (-1%)
Value$4.1M (-$110.8K)
Filed 2026-11-05
Strategic Advisors LLC
DECREASED
Shares20,135 from 20,734
Change-599 (-3%)
Value$4.1M (+$674.9K)
Filed 2026-10-13
Studio Investment Management LLC
DECREASED
Shares20,078 from 20,165
Change-87 (0%)
Value$4.1M (+$757.6K)
Filed 2026-10-22
TritonPoint Partners, LLC
DECREASED
Shares20,053 from 41,731
Change-21,678 (-52%)
Value$4.1M (-$2.8M)
Filed 2026-11-05
Central Valley Advisors, LLC
DECREASED
Shares19,838 from 20,543
Change-705 (-3%)
Value$4.1M (+$645.9K)
Filed 2026-10-27
Bath Savings Trust Co
DECREASED
Shares19,822 from 20,578
Change-756 (-4%)
Value$4.0M (+$636.8K)
Filed 2026-10-07
Texas Bank & Trust Co
DECREASED
Shares19,816 from 19,984
Change-168 (-1%)
Value$4.0M (+$734.1K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
DECREASED
Shares19,802 from 20,144
Change-342 (-2%)
Value$4.0M (+$704.7K)
Filed 2026-10-13
Gables Capital Management Inc.
DECREASED
Shares19,767 from 19,987
Change-220 (-1%)
Value$4.0M (+$723.6K)
Filed 2026-11-04
Paradigm Asset Management Co LLC
DECREASED
Shares19,739 from 22,828
Change-3,089 (-14%)
Value$4.0M (+$246.9K)
Filed 2026-11-05
Shrier Wealth Management, LLC
DECREASED
Shares19,720 from 19,999
Change-279 (-1%)
Value$4.0M (+$712.1K)
Filed 2026-10-20
Guardian Investment Management
DECREASED
Shares19,715 from 20,190
Change-475 (-2%)
Value$4.0M (+$679.3K)
Filed 2026-10-23
Concord Asset Management, LLC
INCREASED
Shares19,713 from 18,541
Change+1,172 (+6%)
Value$4.0M (+$952.3K)
Filed 2026-11-02
Redmond Asset Management, LLC
DECREASED
Shares19,701 from 20,151
Change-450 (-2%)
Value$4.0M (+$682.9K)
Filed 2026-10-27
Catalyst Capital Advisors LLC
DECREASED
Shares19,700 from 21,468
Change-1,768 (-8%)
Value$4.0M (+$464.4K)
Filed 2026-11-02
Allen Wealth Management, LLC
DECREASED
Shares19,697 from 22,981
Change-3,284 (-14%)
Value$4.0M (+$213.0K)
Filed 2026-10-29
Alta Capital Management LLC/
DECREASED
Shares19,570 from 29,290
Change-9,720 (-33%)
Value$4.0M (-$858.6K)
Filed 2026-10-26
Norway Savings Bank
DECREASED
Shares19,553 from 20,138
Change-585 (-3%)
Value$4.0M (+$654.8K)
Filed 2026-10-20
Navigation Group, LLC
INCREASED
Shares19,516 from 19,402
Change+114 (+1%)
Value$4.0M (+$769.3K)
Filed 2026-10-28
Cordatus Wealth Management LLC
DECREASED
Shares19,463 from 19,663
Change-200 (-1%)
Value$4.0M (+$715.1K)
Filed 2026-10-19
Inman Jager Wealth Management, LLC
DECREASED
Shares19,442 from 19,632
Change-190 (-1%)
Value$4.0M (+$716.1K)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares19,435 from 17,164
Change+2,271 (+13%)
Value$4.0M (+$1.1M)
Filed 2026-11-06
Cottage Street Advisors LLC
INCREASED
Shares19,362 from 19,270
Change+92 (+0%)
Value$4.0M (+$759.8K)
Filed 2026-10-19
CX Institutional
INCREASED
Shares19,333 from 17,976
Change+1,357 (+8%)
Value$3.9K (-$3.0M)
Filed 2026-10-02
Robertson Stephens Wealth Management, LLC
DECREASED
Shares19,328 from 21,952
Change-2,624 (-12%)
Value$3.9M (+$308.2K)
Filed 2026-10-16
Excalibur Management Corp
INCREASED
Shares19,306 from 18,969
Change+337 (+2%)
Value$3.9M (+$798.3K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
INCREASED
Shares19,297 from 18,033
Change+1,264 (+7%)
Value$3.9M (+$951.5K)
Filed 2026-11-05
Wealth Alliance Advisory Group, LLC
DECREASED
Shares19,286 from 21,358
Change-2,072 (-10%)
Value$3.9M (+$398.1K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares19,280 from 18,937
Change+343 (+2%)
Value$3.9M (+$798.0K)
Filed 2026-10-13
MCF Advisors LLC
INCREASED
Shares19,249 from 18,888
Change+361 (+2%)
Value$3.9M (+$800.1K)
Filed 2026-10-28
Premier Fund Managers Ltd
INCREASED
Shares19,231 from 17,986
Change+1,245 (+7%)
Value$3.9M (+$3.9M)
Filed 2026-11-02
Quadrant Private Wealth Management, LLC
NEW
Shares19,215
Change+19,215
Value$3.9M
Filed 2026-11-04
Galvin, Gaustad & Stein, LLC
DECREASED
Shares19,213 from 21,614
Change-2,401 (-11%)
Value$3.9M (+$340.9K)
Filed 2026-10-08
Insight Inv LLC
INCREASED
Shares19,205 from 17,277
Change+1,928 (+11%)
Value$3.9M (+$1.1M)
Filed 2026-10-27
DSG Capital Advisors, LLC
INCREASED
Shares19,192 from 18,866
Change+326 (+2%)
Value$3.9M (+$490.1K)
Filed 2026-11-05
Kampmann Melissa S.
INCREASED
Shares19,156 from 18,701
Change+455 (+2%)
Value$3.9M (+$812.0K)
Filed 2026-10-28
Central Pacific Bank - Trust Division
INCREASED
Shares19,122 from 18,303
Change+819 (+4%)
Value$3.9M (+$871.0K)
Filed 2026-10-06
Parkside Financial Bank & Trust
DECREASED
Shares19,120 from 19,515
Change-395 (-2%)
Value$3.9M (+$669.6K)
Filed 2026-10-27
BIP Wealth, LLC
DECREASED
Shares19,081 from 19,161
Change-80 (0%)
Value$3.9M (+$720.3K)
Filed 2026-10-22
Brown Shipley& Co Ltd
INCREASED
Shares19,079 from 18,461
Change+618 (+3%)
Value$3.9M (+$836.0K)
Filed 2026-10-09
CRA Financial Services, LLC
INCREASED
Shares19,054 from 18,694
Change+360 (+2%)
Value$3.9M (+$792.2K)
Filed 2026-10-16
Simon Quick Advisors, LLC
INCREASED
Shares19,002 from 17,358
Change+1,644 (+9%)
Value$3.9M (+$1.0M)
Filed 2026-10-26
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$3.9M (+$730.6K)
Filed 2026-11-06
Unison Advisors LLC
INCREASED
Shares18,985 from 18,796
Change+189 (+1%)
Value$3.9M (+$761.3K)
Filed 2026-10-29
Grove Bank & Trust
DECREASED
Shares18,982 from 18,994
Change-12 (0%)
Value$3.9M (+$727.9K)
Filed 2026-10-08
Challenger Wealth Management
DECREASED
Shares18,970 from 19,206
Change-236 (-1%)
Value$3.9M (+$690.3K)
Filed 2026-10-30
Secure Asset Management, LLC
INCREASED
Shares18,899 from 16,290
Change+2,609 (+16%)
Value$3.9M (+$1.2M)
Filed 2026-10-19
River Street Advisors LLC
INCREASED
Shares18,721 from 18,070
Change+651 (+4%)
Value$3.8M (+$827.8K)
Filed 2026-10-22
Avior Wealth Management, LLC
DECREASED
Shares18,719 from 24,085
Change-5,366 (-22%)
Value$3.8M (-$169.8K)
Filed 2026-10-13
McAlvany Wealth Management LLC
INCREASED
Shares18,692 from 18,275
Change+417 (+2%)
Value$3.8M (+$787.9K)
Filed 2026-10-29
Moody National Bank Trust Division
DECREASED
Shares18,681 from 19,087
Change-406 (-2%)
Value$3.8M (+$651.0K)
Filed 2026-10-06
VAN Strum & Towne Inc.
INCREASED
Shares18,507 from 18,188
Change+319 (+2%)
Value$3.8M (+$764.5K)
Filed 2026-11-06
Quadcap Wealth Management, LLC
DECREASED
Shares18,408 from 18,644
Change-236 (-1%)
Value$3.8M (+$668.5K)
Filed 2026-11-02
Nilsine Partners, LLC
DECREASED
Shares18,406 from 19,569
Change-1,163 (-6%)
Value$3.8M (+$515.0K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
INCREASED
Shares18,406 from 18,366
Change+40 (+0%)
Value$3.8M (+$714.3K)
Filed 2026-10-13
Bfsg, LLC
DECREASED
Shares18,393 from 18,872
Change-479 (-3%)
Value$3.8M (+$627.8K)
Filed 2026-10-30
Willis Johnson Wealth, Inc.
DECREASED
Shares18,382 from 19,324
Change-942 (-5%)
Value$3.8M (+$550.6K)
Filed 2026-11-03
Lynx Capital Group LTD
INCREASED
Shares18,376 from 18,363
Change+13 (+0%)
Value$3.8M (+$708.8K)
Filed 2026-11-04
Weaver Capital Management LLC
INCREASED
Shares18,342 from 14,145
Change+4,197 (+30%)
Value$3.7M (+$819.0K)
Filed 2026-10-15
Masterinvest Kapitalanlage GmbH
DECREASED
Shares18,325 from 21,925
Change-3,600 (-16%)
Value$3.7M (+$107.9K)
Filed 2026-11-03
ANB Bank
DECREASED
Shares18,281 from 19,298
Change-1,017 (-5%)
Value$3.7M (+$534.3K)
Filed 2026-10-09
Sculati Wealth Management, LLC
INCREASED
Shares18,232 from 18,230
Change+2 (+0%)
Value$3.9M (+$503.9K)
Filed 2026-10-19
Fiduciary Alliance LLC
DECREASED
Shares18,215 from 23,419
Change-5,204 (-22%)
Value$3.7M (-$162.2K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares18,197 from 18,431
Change-234 (-1%)
Value$3.7M (+$660.4K)
Filed 2026-10-14
Strata Wealth Advisors, LLC
DECREASED
Shares18,195 from 20,180
Change-1,985 (-10%)
Value$3.7M (+$370.6K)
Filed 2026-10-16
Fulcrum Asset Management LLP
DECREASED
Shares18,192 from 32,955
Change-14,763 (-45%)
Value$3.7M (-$1.8M)
Filed 2026-11-04
Kentucky Trust Co
DECREASED
Shares18,157 from 18,691
Change-534 (-3%)
Value$3.7M (+$609.6K)
Filed 2026-10-15
DeDora Capital, Inc.
DECREASED
Shares18,148 from 18,203
Change-55 (0%)
Value$3.7M (+$688.6K)
Filed 2026-10-26
Cadinha & Co LLC
DECREASED
Shares18,147 from 18,311
Change-164 (-1%)
Value$3.7M (+$670.6K)
Filed 2026-10-22
Magnus Financial Group LLC
INCREASED
Shares18,120 from 17,329
Change+791 (+5%)
Value$3.7M (+$827.8K)
Filed 2026-10-21
WP Advisors, LLC
INCREASED
Shares18,084 from 17,936
Change+148 (+1%)
Value$3.7M (+$719.9K)
Filed 2026-10-22
Cooper Financial Group
INCREASED
Shares18,047 from 17,731
Change+316 (+2%)
Value$3.7M (+$746.4K)
Filed 2026-10-07
Gen-Wealth Partners Inc
DECREASED
Shares17,998 from 18,384
Change-386 (-2%)
Value$3.7M (+$628.1K)
Filed 2026-11-04
Coastline Trust Co
DECREASED
Shares17,979 from 19,062
Change-1,083 (-6%)
Value$3.7M (+$511.8K)
Filed 2026-10-01
Markowski Investments
DECREASED
Shares17,900 from 19,293
Change-1,393 (-7%)
Value$3.7M (+$457.3K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares17,852 from 17,466
Change+386 (+2%)
Value$3.6M (+$750.3K)
Filed 2026-10-30
Financial Advisory Partners, LLC
DECREASED
Shares17,824 from 17,988
Change-164 (-1%)
Value$3.6M (+$658.1K)
Filed 2026-10-23
Crescent Sterling, Ltd.
INCREASED
Shares17,766 from 17,607
Change+159 (+1%)
Value$3.6M (+$709.5K)
Filed 2026-10-16
CFM Wealth Partners LLC
INCREASED
Shares17,757 from 17,557
Change+200 (+1%)
Value$3.6M (+$715.9K)
Filed 2026-11-05
Precedent Wealth Partners, LLC
DECREASED
Shares17,721 from 17,878
Change-157 (-1%)
Value$3.6M (+$655.4K)
Filed 2026-10-21
Granite Investment Partners, LLC
DECREASED
Shares17,701 from 18,081
Change-380 (-2%)
Value$3.6M (+$617.6K)
Filed 2026-11-04
Investment Advisory Services Inc
INCREASED
Shares17,674 from 17,279
Change+395 (+2%)
Value$3.6M (+$745.1K)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
INCREASED
Shares17,540 from 16,737
Change+803 (+5%)
Value$3.6M (+$807.5K)
Filed 2026-10-27
Southland Equity Partners LLC
DECREASED
Shares17,525 from 17,618
Change-93 (-1%)
Value$3.6M (+$658.4K)
Filed 2026-10-14
Integral Investment Advisors, Inc.
INCREASED
Shares17,503 from 15,305
Change+2,198 (+14%)
Value$3.6M (+$1.0M)
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares17,418 from 17,584
Change-166 (-1%)
Value$3.6M (+$642.2K)
Filed 2026-11-03
Carnegie Lake Advisors LLC
INCREASED
Shares17,418 from 17,416
Change+2 (+0%)
Value$3.6M (+$670.1K)
Filed 2026-11-06
Cigna Investments Inc
DECREASED
Shares17,366 from 17,471
Change-105 (-1%)
Value$3.5M (+$651.0K)
Filed 2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED
Shares17,365 from 17,545
Change-180 (-1%)
Value$3.5M (+$637.8K)
Filed 2026-11-02
Keudell ison Wealth Management
DECREASED
Shares17,335 from 17,744
Change-409 (-2%)
Value$3.5M (+$598.7K)
Filed 2026-10-16
Wealth Group, Ltd.
DECREASED
Shares17,317 from 38,443
Change-21,126 (-55%)
Value$3.5M (-$2.8M)
Filed 2026-10-30
TKG Advisors, LLC
INCREASED
Shares17,286 from 16,759
Change+527 (+3%)
Value$3.5M (+$752.2K)
Filed 2026-11-02
Beverly Hills Private Wealth, LLC
INCREASED
Shares17,138 from 15,165
Change+1,973 (+13%)
Value$3.5M (+$986.0K)
Filed 2026-11-04
Harmony Asset Management LLC
INCREASED
Shares17,117 from 7,569
Change+9,548 (+126%)
Value$3.5M (+$2.2M)
Filed 2026-10-20
Curbstone Financial Management Corp
DECREASED
Shares17,096 from 17,186
Change-90 (-1%)
Value$3.5M (+$642.4K)
Filed 2026-10-21
Orange Investment Advisors, Inc.
DECREASED
Shares17,038 from 17,138
Change-100 (-1%)
Value$3.5M (+$638.5K)
Filed 2026-10-23
Cohen Capital Management, Inc.
UNCHANGED
Shares16,908 from 16,908
Change0 (0%)
Value$3.5M (+$650.1K)
Filed 2026-10-14
Trust Co of Oklahoma
DECREASED
Shares16,891 from 20,827
Change-3,936 (-19%)
Value$3.4M (-$3.0K)
Filed 2026-10-15
Brown Miller Wealth Management, LLC
INCREASED
Shares16,858 from 16,731
Change+127 (+1%)
Value$3.4M (+$669.4K)
Filed 2026-11-02
Congress Park Capital LLC
INCREASED
Shares16,853 from 9,262
Change+7,591 (+82%)
Value$3.4M (+$1.9M)
Filed 2026-10-13
Mattern Wealth Management LLC
UNCHANGED
Shares16,837 from 16,837
Change0 (0%)
Value$3.4M (+$647.4K)
Filed 2026-11-04
Sentinel Trust Co LBA
INCREASED
Shares16,814 from 15,294
Change+1,520 (+10%)
Value$3.4M (+$899.0K)
Filed 2026-11-03
First City Capital Management, Inc.
INCREASED
Shares16,814 from 16,639
Change+175 (+1%)
Value$3.4M (+$675.5K)
Filed 2026-10-27
Trust Point Inc.
DECREASED
Shares16,661 from 17,799
Change-1,138 (-6%)
Value$3.4M (+$452.0K)
Filed 2026-10-27
Bank Pictet & Cie (Europe) AG
INCREASED
Shares16,594 from 10,057
Change+6,537 (+65%)
Value$3.4M (+$1.7M)
Filed 2026-10-20
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares16,538 from 16,837
Change-299 (-2%)
Value$3.4M (+$586.3K)
Filed 2026-10-08
Peddock Capital Advisors, LLC
INCREASED
Shares16,537 from 16,336
Change+201 (+1%)
Value$3.4M (+$669.2K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
INCREASED
Shares16,511 from 16,500
Change+11 (+0%)
Value$3.4M (+$636.7K)
Filed 2026-11-03
Catherine Avery Investment Management LLC
DECREASED
Shares16,443 from 34,079
Change-17,636 (-52%)
Value$3.4M (-$2.3M)
Filed 2026-10-14
United Community Bank
INCREASED
Shares16,341 from 15,975
Change+366 (+2%)
Value$3.3M (+$689.0K)
Filed 2026-10-28
Ignite Planners, LLC
DECREASED
Shares16,255 from 17,115
Change-860 (-5%)
Value$2.2M (-$669.3K)
Filed 2026-10-14
Lighthouse Financial Services Inc
INCREASED
Shares16,227 from 16,135
Change+92 (+1%)
Value$3.3M (+$640.3K)
Filed 2026-11-02
Aviance Capital Partners, LLC
DECREASED
Shares16,176 from 16,491
Change-315 (-2%)
Value$3.3M (+$569.8K)
Filed 2026-10-29
B.A. Schrock Wealth Management, Inc.
NEW
Shares16,149
Change+16,149
Value$3.3M
Filed 2026-10-15
Evanson Financial, LLC
DECREASED
Shares16,140 from 16,254
Change-114 (-1%)
Value$3.3M (+$601.7K)
Filed 2026-10-23
Knuff & Co LLC
DECREASED
Shares16,132 from 16,297
Change-165 (-1%)
Value$3.3M (+$592.9K)
Filed 2026-11-06
Sovran Advisors, LLC
INCREASED
Shares16,117 from 9,730
Change+6,387 (+66%)
Value$3.7M (+$1.9M)
Filed 2026-11-02
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares16,115 from 15,506
Change+609 (+4%)
Value$3.3M (+$720.5K)
Filed 2026-10-14
Acropolis Investment Management, LLC
DECREASED
Shares16,099 from 16,397
Change-298 (-2%)
Value$3.3M (+$569.6K)
Filed 2026-10-08
Ethos Capital Management, Inc.
INCREASED
Shares16,017 from 14,561
Change+1,456 (+10%)
Value$3.3M (+$857.3K)
Filed 2026-11-03
Boyd Watterson Asset Management LLC
DECREASED
Shares15,970 from 17,349
Change-1,379 (-8%)
Value$3.3M (+$385.5K)
Filed 2026-11-06
Peoples Financial Services Corp.
DECREASED
Shares15,965 from 16,151
Change-186 (-1%)
Value$3.3M (+$583.0K)
Filed 2026-10-20
Cypress Wealth Services, LLC
DECREASED
Shares15,950 from 16,117
Change-167 (-1%)
Value$3.3M (+$639.2K)
Filed 2026-10-21
Jacobs & Co
DECREASED
Shares15,925 from 16,927
Change-1,002 (-6%)
Value$3.3M (+$447.0K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
INCREASED
Shares15,895 from 6,437
Change+9,458 (+147%)
Value$3.2M (+$2.2M)
Filed 2026-10-13
True Private Wealth Advisors
DECREASED
Shares15,876 from 16,558
Change-682 (-4%)
Value$3.2M (+$497.5K)
Filed 2026-10-19
Capital Advantage, Inc.
DECREASED
Shares15,836 from 19,037
Change-3,201 (-17%)
Value$3.2M (+$78.3K)
Filed 2026-10-14
Private Capital Advisors, Inc.
DECREASED
Shares15,807 from 16,237
Change-430 (-3%)
Value$3.2M (+$536.5K)
Filed 2026-10-06
Cove Private Wealth, LLC
INCREASED
Shares15,779 from 15,247
Change+532 (+3%)
Value$3.2M (+$694.9K)
Filed 2026-10-28
Premier Path Wealth Partners, LLC
INCREASED
Shares15,772 from 15,044
Change+728 (+5%)
Value$3.2M (+$727.1K)
Filed 2026-10-16
Grey Ledge Advisors, LLC
INCREASED
Shares15,743 from 15,641
Change+102 (+1%)
Value$3.2M (+$622.2K)
Filed 2026-11-02
Somerset Trust Co
DECREASED
Shares15,726 from 15,800
Change-74 (0%)
Value$3.2M (+$592.4K)
Filed 2026-10-13
Juno Financial Group LLC
INCREASED
Shares15,689 from 15,258
Change+431 (+3%)
Value$3.2M (+$674.7K)
Filed 2026-10-27
Newman Dignan & Sheerar, Inc.
INCREASED
Shares15,681 from 15,489
Change+192 (+1%)
Value$3.2M (+$634.8K)
Filed 2026-10-21
Van Cleef Asset Management,Inc
DECREASED
Shares15,599 from 15,798
Change-199 (-1%)
Value$3.2M (+$566.7K)
Filed 2026-10-20
SFE Investment Counsel
DECREASED
Shares15,571 from 15,597
Change-26 (0%)
Value$3.2M (+$594.4K)
Filed 2026-10-29
Inlet Private Wealth, LLC
UNCHANGED
Shares15,511 from 15,511
Change0 (0%)
Value$3.2M (+$596.4K)
Filed 2026-10-21
Finer Wealth Management, Inc.
INCREASED
Shares15,466 from 15,316
Change+150 (+1%)
Value$3.2M (+$619.6K)
Filed 2026-10-16
Washington Trust Bank
INCREASED
Shares15,452 from 14,060
Change+1,392 (+10%)
Value$3.2M (+$824.9K)
Filed 2026-11-03
Grandview Asset Management LLC
DECREASED
Shares15,437 from 16,731
Change-1,294 (-8%)
Value$3.2M (+$383.9K)
Filed 2026-10-19
Pacific Center for Financial Services
DECREASED
Shares15,351 from 16,208
Change-857 (-5%)
Value$3.1M (+$448.3K)
Filed 2026-10-15
Griffith & Werner, Inc.
INCREASED
Shares15,343 from 13,279
Change+2,064 (+16%)
Value$3.1M (+$932.2K)
Filed 2026-11-04
Great Lakes Retirement, Inc.
INCREASED
Shares15,333 from 15,040
Change+293 (+2%)
Value$3.1M (+$638.2K)
Filed 2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares15,330 from 22,598
Change-7,268 (-32%)
Value$3.1M (-$615.3K)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
DECREASED
Shares15,312 from 15,398
Change-86 (-1%)
Value$3.1M (+$574.5K)
Filed 2026-10-16
Todd Asset Management LLC
INCREASED
Shares15,272 from 15,204
Change+68 (+0%)
Value$3.1M (+$598.5K)
Filed 2026-10-27
HBW Advisory Services LLC
DECREASED
Shares15,271 from 17,362
Change-2,091 (-12%)
Value$3.1M (+$240.7K)
Filed 2026-10-15
Miramontes Capital, LLC
DECREASED
Shares15,231 from 15,410
Change-179 (-1%)
Value$3.1M (+$555.8K)
Filed 2026-10-19
Whalen Wealth Management Inc.
INCREASED
Shares15,225 from 14,732
Change+493 (+3%)
Value$3.1M (+$667.2K)
Filed 2026-10-08
InvesTrust
DECREASED
Shares15,202 from 17,374
Change-2,172 (-12%)
Value$3.1M (+$224.5K)
Filed 2026-10-14
O'Brien Greene & Co. Inc
UNCHANGED
Shares15,157 from 15,157
Change0 (0%)
Value$3.1M (+$582.8K)
Filed 2026-11-05
ICW Investment Advisors LLC
DECREASED
Shares15,151 from 15,253
Change-102 (-1%)
Value$3.1M (+$565.8K)
Filed 2026-10-27
Abundance Wealth Counselors
DECREASED
Shares15,150 from 15,400
Change-250 (-2%)
Value$3.1M (+$541.1K)
Filed 2026-10-26
Sippican Capital Advisors
DECREASED
Shares15,127 from 16,988
Change-1,861 (-11%)
Value$3.1M (+$273.2K)
Filed 2026-10-23
Bull Street Advisors, LLC
DECREASED
Shares15,060 from 17,964
Change-2,904 (-16%)
Value$3.1M (+$97.0K)
Filed 2026-10-20
Home Federal Bank of Tennessee
DECREASED
Shares15,036 from 15,101
Change-65 (0%)
Value$3.1M (+$567.4K)
Filed 2026-10-15
Impact Capital Partners LLC
INCREASED
Shares15,025 from 14,946
Change+79 (+1%)
Value$3.1M (+$590.8K)
Filed 2026-10-22
Angeles Wealth Management, LLC
DECREASED
Shares15,007 from 16,272
Change-1,265 (-8%)
Value$3.1M (+$367.3K)
Filed 2026-10-26
Hartford Financial Management Inc.
DECREASED
Shares14,974 from 15,027
Change-53 (0%)
Value$3.1M (+$566.8K)
Filed 2026-10-21
Waldron Private Wealth LLC
DECREASED
Shares14,958 from 15,506
Change-548 (-4%)
Value$3.1M (+$484.3K)
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares14,873 from 14,556
Change+317 (+2%)
Value$3.0M (+$624.4K)
Filed 2026-10-14
Jeppson Wealth Management, LLC
DECREASED
Shares14,857 from 15,752
Change-895 (-6%)
Value$3.0M (+$422.9K)
Filed 2026-10-20
Seamount Financial Group Inc
INCREASED
Shares14,857 from 14,218
Change+639 (+4%)
Value$3.0M (+$677.2K)
Filed 2026-10-21
Ti-Trust, Inc
INCREASED
Shares14,856 from 14,840
Change+16 (+0%)
Value$3.0M (+$573.9K)
Filed 2026-10-21
Wilkins Investment Counsel Inc
UNCHANGED
Shares14,829 from 14,829
Change0 (0%)
Value$3.0M (+$570.2K)
Filed 2026-11-03
Costello Asset Management, Inc
INCREASED
Shares14,813 from 14,763
Change+50 (+0%)
Value$3.0M (+$577.8K)
Filed 2026-10-30
AdvisorNet Financial, Inc
INCREASED
Shares14,750 from 13,400
Change+1,350 (+10%)
Value$3.3M (+$1.1M)
Filed 2026-10-15
Wright Investors Service Inc
DECREASED
Shares14,710 from 17,868
Change-3,158 (-18%)
Value$3.0M (+$42.1K)
Filed 2026-11-02
Wealth Effects LLC
INCREASED
Shares14,703 from 14,694
Change+9 (+0%)
Value$3.0M (+$566.8K)
Filed 2026-10-23
Lawood & Co
DECREASED
Shares14,658 from 14,699
Change-41 (0%)
Value$3.0M (+$556.8K)
Filed 2026-10-09
Cascade Investment Group, Inc.
INCREASED
Shares14,657 from 14,655
Change+2 (+0%)
Value$3.0M (+$564.0K)
Filed 2026-10-13
Asset One Wealth Management LLC
INCREASED
Shares14,559 from 9,277
Change+5,282 (+57%)
Value$3.0M (+$1.3M)
Filed 2026-11-02
Forum Financial Management, LP
INCREASED
Shares14,503 from 13,669
Change+834 (+6%)
Value$3.0M (+$695.7K)
Filed 2026-10-16
Trueblood Wealth Management, LLC
INCREASED
Shares14,454 from 14,320
Change+134 (+1%)
Value$3.0M (+$577.9K)
Filed 2026-10-23
GKV Capital Management Co., Inc.
DECREASED
Shares14,445 from 14,853
Change-408 (-3%)
Value$2.9M (+$487.8K)
Filed 2026-11-06
EPG Wealth Management LLC
INCREASED
Shares14,424 from 13,100
Change+1,324 (+10%)
Value$2.9M (+$774.0K)
Filed 2026-11-03
Plato Investment Management Ltd
DECREASED
Shares14,395 from 15,184
Change-789 (-5%)
Value$3.0M (+$448.8K)
Filed 2026-11-05
Garrett Wealth Advisory Group, LLC
DECREASED
Shares14,378 from 15,372
Change-994 (-6%)
Value$2.9M (+$388.2K)
Filed 2026-10-22
SkyOak Wealth, LLC
DECREASED
Shares14,293 from 14,392
Change-99 (-1%)
Value$2.9M (+$533.2K)
Filed 2026-10-28
Y.D. More Investments Ltd
DECREASED
Shares14,289 from 14,483
Change-194 (-1%)
Value$2.9M (+$517.4K)
Filed 2026-11-02
Investment Partners, Ltd.
INCREASED
Shares14,275 from 7,245
Change+7,030 (+97%)
Value$2.9M (+$1.7M)
Filed 2026-10-29
Greenwood Capital Associates LLC
DECREASED
Shares14,196 from 14,430
Change-234 (-2%)
Value$2.9M (+$507.0K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
INCREASED
Shares14,193 from 3,006
Change+11,187 (+372%)
Value$2.9M (+$2.4M)
Filed 2026-10-30
Compton Wealth Advisory Group, LLC
INCREASED
Shares14,163 from 14,158
Change+5 (+0%)
Value$2.9M (+$587.3K)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
DECREASED
Shares14,110 from 15,430
Change-1,320 (-9%)
Value$2.9M (+$323.7K)
Filed 2026-10-28
Nichols & Pratt Advisers LLP
INCREASED
Shares14,093 from 7,228
Change+6,865 (+95%)
Value$2.9M (+$1.7M)
Filed 2026-10-13
Philadelphia Trust Co
DECREASED
Shares14,093 from 14,243
Change-150 (-1%)
Value$2.9M (+$517.0K)
Filed 2026-11-05
Uncommon Cents Investing Inc
INCREASED
Shares14,071 from 13,940
Change+131 (+1%)
Value$2.9M (+$562.7K)
Filed 2026-10-20
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares14,070 from 13,812
Change+258 (+2%)
Value$2.9M (+$583.7K)
Filed 2026-10-16
Purkiss Capital Advisors LLC
DECREASED
Shares14,056 from 14,224
Change-168 (-1%)
Value$2.9M (+$512.6K)
Filed 2026-11-06
Fogel Capital Management, Inc.
INCREASED
Shares14,028 from 13,448
Change+580 (+4%)
Value$2.9M (+$635.5K)
Filed 2026-11-04
Summit Investment Advisors, Inc.\KS
DECREASED
Shares13,982 from 14,066
Change-84 (-1%)
Value$2.9M (+$523.7K)
Filed 2026-11-05
Beacon Bank & Trust
DECREASED
Shares13,975 from 14,309
Change-334 (-2%)
Value$2.9M (+$482.0K)
Filed 2026-10-27
Alta Advisers Ltd
INCREASED
Shares13,966 from 7,564
Change+6,402 (+85%)
Value$2.9M (+$1.6M)
Filed 2026-11-02
Edmp, Inc.
DECREASED
Shares13,936 from 14,035
Change-99 (-1%)
Value$2.8M (+$519.5K)
Filed 2026-10-22
Meridian Financial Partners LLC
DECREASED
Shares13,922 from 14,006
Change-84 (-1%)
Value$3.1M (+$510.0K)
Filed 2026-10-23
Orca Wealth Management, LLC
DECREASED
Shares13,898 from 14,122
Change-224 (-2%)
Value$2.8M (+$497.1K)
Filed 2026-10-14
ABC Arbitrage SA
DECREASED
Shares13,894 from 31,384
Change-17,490 (-56%)
Value$2.8M (-$2.4M)
Filed 2026-10-23
Evergreen Wealth Management, LLC
INCREASED
Shares13,863 from 13,836
Change+27 (+0%)
Value$2.8M (+$537.6K)
Filed 2026-11-06
Correct Capital Wealth Management
INCREASED
Shares13,844 from 13,821
Change+23 (+0%)
Value$2.8M (+$536.3K)
Filed 2026-11-02
LVW Advisors, LLC
INCREASED
Shares13,766 from 13,756
Change+10 (+0%)
Value$2.8M (+$531.0K)
Filed 2026-10-19
Traphagen Investment Advisors LLC
DECREASED
Shares13,735 from 13,866
Change-131 (-1%)
Value$2.8M (+$506.3K)
Filed 2026-10-14
Jefferson Bridge Capital, LLC
UNCHANGED
Shares13,732 from 13,732
Change0 (0%)
Value$2.8M (+$528.0K)
Filed 2026-11-06
Middleton & Co Inc
DECREASED
Shares13,631 from 13,726
Change-95 (-1%)
Value$2.8M (+$508.4K)
Filed 2026-10-23
Silverlake Wealth Management LLC
INCREASED
Shares13,599 from 13,422
Change+177 (+1%)
Value$2.8M (+$552.1K)
Filed 2026-10-21
O'Domhnaill Enterprises, Inc.
DECREASED
Shares13,587 from 13,886
Change-299 (-2%)
Value$2.8M (+$472.9K)
Filed 2026-10-29
Providence Wealth Advisors, LLC
INCREASED
Shares13,576 from 13,540
Change+36 (+0%)
Value$2.8M (+$517.8K)
Filed 2026-10-29
Romano Brothers and Company
INCREASED
Shares13,556 from 13,481
Change+75 (+1%)
Value$2.8M (+$533.7K)
Filed 2026-10-22
Enclave Advisors LLC
DECREASED
Shares13,537 from 13,656
Change-119 (-1%)
Value$2.8M (+$500.8K)
Filed 2026-10-14
Smith Chas P & Associates PA Cpas
DECREASED
Shares13,516 from 14,666
Change-1,150 (-8%)
Value$3.0M (+$609.9K)
Filed 2026-10-22
Rockingstone Advisors LLC
NEW
Shares13,507
Change+13,507
Value$2.8M
Filed 2026-10-16
Tcfg Investment Advisors, LLC
DECREASED
Shares13,460 from 13,488
Change-28 (0%)
Value$2.7M (+$512.9K)
Filed 2026-10-20
Raleigh Capital Management Inc.
INCREASED
Shares13,456 from 12,553
Change+903 (+7%)
Value$2.7M (+$667.0K)
Filed 2026-10-28
Northside Capital Management, LLC
INCREASED
Shares13,444 from 13,154
Change+290 (+2%)
Value$2.7M (+$564.9K)
Filed 2026-10-13
NBH Bank
INCREASED
Shares13,416 from 13,142
Change+274 (+2%)
Value$2.7M (+$561.3K)
Filed 2026-11-05
Bochk Asset Management Ltd
DECREASED
Shares13,400 from 19,500
Change-6,100 (-31%)
Value$2.7M (-$495.9K)
Filed 2026-10-29
Founders Capital Management, LLC
DECREASED
Shares13,398 from 13,466
Change-68 (0%)
Value$2.7M (+$503.9K)
Filed 2026-10-23
True North Advisors, LLC
INCREASED
Shares13,381 from 13,080
Change+301 (+2%)
Value$2.7M (+$564.4K)
Filed 2026-10-22
71 West Capital Partners
INCREASED
Shares13,348 from 11,630
Change+1,718 (+15%)
Value$2.7M (+$798.0K)
Filed 2026-11-04
Certified Advisory Corp
DECREASED
Shares13,305 from 13,423
Change-118 (-1%)
Value$2.7M (+$491.9K)
Filed 2026-10-29
Triangle Securities Wealth Management
DECREASED
Shares13,277 from 13,577
Change-300 (-2%)
Value$2.7M (+$460.7K)
Filed 2026-10-14
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares13,268 from 13,329
Change-61 (0%)
Value$2.7M (+$500.0K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
INCREASED
Shares13,248 from 13,161
Change+87 (+1%)
Value$2.7M (+$523.8K)
Filed 2026-10-28
Compass Financial Management LLC
DECREASED
Shares13,246 from 13,472
Change-226 (-2%)
Value$2.7M (+$293.9K)
Filed 2026-10-30
Catalyst Financial Partners LLC
DECREASED
Shares13,228 from 13,492
Change-264 (-2%)
Value$2.7M (+$464.9K)
Filed 2026-11-06
SWS Partners
DECREASED
Shares13,215 from 14,607
Change-1,392 (-10%)
Value$2.7M (+$277.3K)
Filed 2026-10-26
Roth Financial Partners LLC
UNCHANGED
Shares13,193 from 13,193
Change0 (0%)
Value$2.7M (+$507.3K)
Filed 2026-10-06
Center for Financial Planning, Inc.
INCREASED
Shares13,179 from 12,258
Change+921 (+8%)
Value$2.7M (+$659.4K)
Filed 2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED
Shares13,160 from 12,380
Change+780 (+6%)
Value$2.7M (+$635.2K)
Filed 2026-11-05
Northstar Asset Management Co
DECREASED
Shares13,158 from 13,328
Change-170 (-1%)
Value$3.0M (+$387.8K)
Filed 2026-10-22
Hamilton Capital, LLC
DECREASED
Shares13,154 from 17,699
Change-4,545 (-26%)
Value$2.7M (-$247.4K)
Filed 2026-10-08
CMH Wealth Management LLC
DECREASED
Shares13,148 from 14,075
Change-927 (-7%)
Value$2.7M (+$351.9K)
Filed 2026-10-22
Strategic Blueprint, LLC
DECREASED
Shares13,135 from 13,499
Change-364 (-3%)
Value$2.7M (+$444.7K)
Filed 2026-10-22
Beam Wealth Advisors, Inc.
DECREASED
Shares13,060 from 14,906
Change-1,846 (-12%)
Value$2.7M (+$196.2K)
Filed 2026-11-03
Mitchell Sinkler & Starr
DECREASED
Shares13,059 from 13,169
Change-110 (-1%)
Value$2.7M (+$483.9K)
Filed 2026-10-13
Monarch Capital Management Inc
DECREASED
Shares13,036 from 13,121
Change-85 (-1%)
Value$2.7M (+$487.1K)
Filed 2026-10-19
3Chopt Investment Partners, LLC
INCREASED
Shares13,025 from 11,774
Change+1,251 (+11%)
Value$2.7M (+$708.2K)
Filed 2026-10-30
PDS Planning, Inc
INCREASED
Shares12,973 from 12,434
Change+539 (+4%)
Value$2.6M (+$588.1K)
Filed 2026-11-03
TrueWealth Advisors, LLC
INCREASED
Shares12,966 from 10,635
Change+2,331 (+22%)
Value$2.6M (+$884.8K)
Filed 2026-10-09
Wealth Management Partners, LLC
DECREASED
Shares12,946 from 13,504
Change-558 (-4%)
Value$2.6M (+$405.3K)
Filed 2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares12,866 from 12,919
Change-53 (0%)
Value$2.9M (+$410.9K)
Filed 2026-10-21
J. Safra Sarasin Holding AG
INCREASED
Shares12,853 from 12,306
Change+547 (+4%)
Value$2.7M (+$203.9K)
Filed 2026-10-26
Scott & Selber, Inc.
DECREASED
Shares12,812 from 12,818
Change-6 (0%)
Value$2.6M (+$491.5K)
Filed 2026-10-21
MBL Wealth, LLC
INCREASED
Shares12,798 from 10,908
Change+1,890 (+17%)
Value$2.6M (+$805.4K)
Filed 2026-10-22
MPS Loria Financial Planners, LLC
INCREASED
Shares12,790 from 12,787
Change+3 (+0%)
Value$2.6M (+$492.3K)
Filed 2026-10-14
Pavion Blue Capital, LLC
DECREASED
Shares12,733 from 13,108
Change-375 (-3%)
Value$2.6M (+$278.2K)
Filed 2026-11-05
Waterfront Wealth Inc.
DECREASED
Shares12,730 from 12,739
Change-9 (0%)
Value$2.9M (+$620.8K)
Filed 2026-11-03
Everhart Financial Group, Inc.
INCREASED
Shares12,726 from 11,896
Change+830 (+7%)
Value$2.6M (+$626.8K)
Filed 2026-10-08
Steel Grove Capital Advisors, LLC
INCREASED
Shares12,701 from 11,983
Change+718 (+6%)
Value$2.6M (+$607.4K)
Filed 2026-10-13
Eads & Heald Wealth Management
DECREASED
Shares12,679 from 12,806
Change-127 (-1%)
Value$2.6M (+$466.5K)
Filed 2026-10-29
Lewis Asset Management, LLC
DECREASED
Shares12,638 from 12,651
Change-13 (0%)
Value$2.6M (+$483.7K)
Filed 2026-10-14
Adirondack Trust Co
DECREASED
Shares12,636 from 14,907
Change-2,271 (-15%)
Value$2.6M (+$109.4K)
Filed 2026-10-14
S.A. Mason LLC
INCREASED
Shares12,625 from 12,620
Change+5 (+0%)
Value$2.6M (+$486.3K)
Filed 2026-10-13
Hendershot Investments Inc.
DECREASED
Shares12,567 from 12,572
Change-5 (0%)
Value$2.6M (+$482.4K)
Filed 2026-11-05
Aspiriant, LLC
DECREASED
Shares12,540 from 14,592
Change-2,052 (-14%)
Value$2.6M (+$141.7K)
Filed 2026-10-16
Ledyard National Bank
INCREASED
Shares12,514 from 10,083
Change+2,431 (+24%)
Value$2.6M (+$884.1K)
Filed 2026-10-21
Supplemental Annuity Collective Trust of NJ
INCREASED
Shares12,501 from 12,007
Change+494 (+4%)
Value$2.6M (+$562.5K)
Filed 2026-11-02
Cypress Asset Management Inc
DECREASED
Shares12,493 from 12,628
Change-135 (-1%)
Value$2.6M (+$458.0K)
Filed 2026-10-09
Aire Advisors, LLC
INCREASED
Shares12,493 from 12,460
Change+33 (+0%)
Value$2.6M (+$485.9K)
Filed 2026-10-22
Intesa Sanpaolo Wealth Management
INCREASED
Shares12,425 from 11,588
Change+837 (+7%)
Value$2.5M (+$616.5K)
Filed 2026-10-28
Argonautica Private Wealth Management, Inc
DECREASED
Shares12,425 from 12,480
Change-55 (0%)
Value$2.5M (+$468.7K)
Filed 2026-11-02
Aspen Investment Management Inc
DECREASED
Shares12,343 from 12,356
Change-13 (0%)
Value$2.5M (+$473.0K)
Filed 2026-11-05
Wiregrass Investment Management LLC
DECREASED
Shares12,307 from 12,373
Change-66 (-1%)
Value$2.5M (+$462.2K)
Filed 2026-11-05
Autumn Glory Partners, LLC
DECREASED
Shares12,306 from 17,306
Change-5,000 (-29%)
Value$2.5M (-$355.6K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
DECREASED
Shares12,302 from 12,304
Change-2 (0%)
Value$2.5M (+$472.7K)
Filed 2026-10-21
WealthPLAN Partners, LLC
DECREASED
Shares12,288 from 13,362
Change-1,074 (-8%)
Value$2.5M (+$294.4K)
Filed 2026-10-15
Sawyer & Company, Inc
DECREASED
Shares12,286 from 12,688
Change-402 (-3%)
Value$2.5M (+$405.8K)
Filed 2026-10-21
Clarus Group, Inc.
INCREASED
Shares12,156 from 12,119
Change+37 (+0%)
Value$2.5M (+$473.4K)
Filed 2026-10-21
Armstrong, Fleming & Moore, Inc
INCREASED
Shares12,124 from 12,112
Change+12 (+0%)
Value$2.5M (+$468.1K)
Filed 2026-10-28
Maia Wealth LLC
INCREASED
Shares12,040 from 10,364
Change+1,676 (+16%)
Value$2.5M (+$740.7K)
Filed 2026-10-19
Forza Wealth Management, LLC
INCREASED
Shares12,035 from 11,570
Change+465 (+4%)
Value$2.5M (+$539.8K)
Filed 2026-10-20
Sanders Morris Harris LLC
INCREASED
Shares11,984 from 11,300
Change+684 (+6%)
Value$2.5M (+$577.0K)
Filed 2026-10-14
Washington Trust Co
DECREASED
Shares11,956 from 12,393
Change-437 (-4%)
Value$2.4M (+$387.4K)
Filed 2026-10-22
MSH Capital Advisors LLC
INCREASED
Shares11,917 from 11,400
Change+517 (+5%)
Value$2.4M (+$545.0K)
Filed 2026-11-03
Westover Capital Advisors, LLC
INCREASED
Shares11,858 from 11,629
Change+229 (+2%)
Value$2.4M (+$493.9K)
Filed 2026-10-26
Fire Capital Management LLC
INCREASED
Shares11,804 from 4,036
Change+7,768 (+192%)
Value$2.4M (+$1.7M)
Filed 2026-10-27
Balefire, LLC
DECREASED
Shares11,803 from 12,417
Change-614 (-5%)
Value$2.4M (+$352.0K)
Filed 2026-10-09
BankPlus Trust Department
INCREASED
Shares11,762 from 10,974
Change+788 (+7%)
Value$2.4M (+$582.9K)
Filed 2026-11-06
Neumann Capital Management, LLC
DECREASED
Shares11,705 from 11,765
Change-60 (-1%)
Value$2.4M (+$440.1K)
Filed 2026-10-15
Viewpoint Investment Partners Corp
UNCHANGED
Shares11,698 from 11,698
Change0 (0%)
Value$2.4M (+$456.2K)
Filed 2026-10-26
First United Bank & Trust
DECREASED
Shares11,697 from 11,993
Change-296 (-2%)
Value$2.4M (+$400.7K)
Filed 2026-10-22
BKM Wealth Management, LLC
DECREASED
Shares11,659 from 15,777
Change-4,118 (-26%)
Value$2.4M (-$234.3K)
Filed 2026-10-22
Asset Dedication, LLC
DECREASED
Shares11,657 from 11,774
Change-117 (-1%)
Value$2.4M (+$428.9K)
Filed 2026-11-03
Parthenon LLC
INCREASED
Shares11,620 from 11,543
Change+77 (+1%)
Value$2.4M (+$459.6K)
Filed 2026-10-22
Castellan Group
INCREASED
Shares11,597 from 10,867
Change+730 (+7%)
Value$2.4M (+$566.9K)
Filed 2026-10-19
SS&H Financial Advisors, Inc.
DECREASED
Shares11,562 from 11,662
Change-100 (-1%)
Value$2.4M (+$428.0K)
Filed 2026-10-28
BXM Wealth LLC
INCREASED
Shares11,549 from 11,548
Change+1 (+0%)
Value$2.4M (+$444.2K)
Filed 2026-11-03
Royal Palms Capital LLC
DECREASED
Shares11,534 from 11,994
Change-460 (-4%)
Value$2.4M (+$367.2K)
Filed 2026-10-23
Greenfield Savings Bank
INCREASED
Shares11,531 from 11,367
Change+164 (+1%)
Value$2.4M (+$470.6K)
Filed 2026-10-07
Chicago Capital, LLC
INCREASED
Shares11,503 from 9,003
Change+2,500 (+28%)
Value$2.3M (+$856.6K)
Filed 2026-10-13
Kenora Financial, LLC
DECREASED
Shares11,503 from 11,567
Change-64 (-1%)
Value$2.3M (+$431.7K)
Filed 2026-10-20
Accretive Wealth Partners, LLC
INCREASED
Shares11,488 from 11,254
Change+234 (+2%)
Value$2.3M (+$480.5K)
Filed 2026-11-06
Processus Wealth & Capital Management, LLC
DECREASED
Shares11,384 from 11,444
Change-60 (-1%)
Value$2.3M (+$427.8K)
Filed 2026-10-16
Harbour Trust & Investment Management Co
DECREASED
Shares11,366 from 11,577
Change-211 (-2%)
Value$2.3M (+$402.0K)
Filed 2026-10-28
Sound Shore Management Inc
DECREASED
Shares11,360 from 13,475
Change-2,115 (-16%)
Value$2.3M (+$86.2K)
Filed 2026-11-06
Walker Asset Management, LLC
INCREASED
Shares11,359 from 10,757
Change+602 (+6%)
Value$2.3M (+$536.6K)
Filed 2026-10-13
Arista Wealth Management, LLC
INCREASED
Shares11,333 from 9,775
Change+1,558 (+16%)
Value$2.3M (+$694.0K)
Filed 2026-10-29
Fermata Advisors, LLC
DECREASED
Shares11,306 from 12,847
Change-1,541 (-12%)
Value$2.3M (+$179.4K)
Filed 2026-10-13
Outfitters Financial LLC
DECREASED
Shares11,299 from 11,977
Change-678 (-6%)
Value$2.3M (+$322.1K)
Filed 2026-10-23
Blueprint Investment Partners LLC
NEW
Shares11,294
Change+11,294
Value$2.3M
Filed 2026-10-28
United Advisor Group, LLC
DECREASED
Shares11,240 from 12,177
Change-937 (-8%)
Value$2.3M (+$277.0K)
Filed 2026-11-03
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares11,238 from 11,217
Change+21 (+0%)
Value$2.3M (+$435.7K)
Filed 2026-10-15
Heartwood Wealth Advisors LLC
INCREASED
Shares11,227 from 10,879
Change+348 (+3%)
Value$2.3M (+$489.4K)
Filed 2026-10-05
Smart Wealth LLC
NEW
Shares11,162
Change+11,162
Value$2.3M
Filed 2026-11-04
Greenspring Advisors, LLC
INCREASED
Shares11,106 from 5,440
Change+5,666 (+104%)
Value$2.3M (+$1.4M)
Filed 2026-11-05
Michels Family Financial, LLC
DECREASED
Shares11,092 from 11,217
Change-125 (-1%)
Value$2.3M (+$405.8K)
Filed 2026-11-02
Midland Wealth Advisors, LLC
DECREASED
Shares11,070 from 11,879
Change-809 (-7%)
Value$2.3M (+$291.5K)
Filed 2026-10-26
Financial Management Network Inc
DECREASED
Shares11,070 from 11,089
Change-19 (0%)
Value$2.3M (+$210.2K)
Filed 2026-10-09
Rahlfs Capital, LLC
INCREASED
Shares11,069 from 8,069
Change+3,000 (+37%)
Value$2.3M (+$922.9K)
Filed 2026-10-23
Pullen Investment Management, LLC
DECREASED
Shares11,064 from 22,792
Change-11,728 (-51%)
Value$2.3M (-$1.5M)
Filed 2026-10-23
Harvey Investment Co LLC
UNCHANGED
Shares11,012 from 11,012
Change0 (0%)
Value$2.2M (+$424.0K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED
Shares10,957 from 10,790
Change+167 (+2%)
Value$2.2M (+$449.0K)
Filed 2026-10-09
Kathmere Capital Management, LLC
INCREASED
Shares10,932 from 10,118
Change+814 (+8%)
Value$2.2M (+$555.1K)
Filed 2026-10-20
Miller Howard Investments Inc
INCREASED
Shares10,923 from 10,767
Change+156 (+1%)
Value$2.2M (+$445.8K)
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares10,898 from 10,420
Change+478 (+5%)
Value$2.2M (+$498.4K)
Filed 2026-10-14
Bank & Trust Co
UNCHANGED
Shares10,891 from 10,891
Change0 (0%)
Value$2.2M (+$418.8K)
Filed 2026-10-07
Manske Wealth Management
DECREASED
Shares10,881 from 11,043
Change-162 (-1%)
Value$2.2M (+$391.5K)
Filed 2026-10-26
United Bank
INCREASED
Shares10,879 from 10,436
Change+443 (+4%)
Value$2.2M (+$491.7K)
Filed 2026-11-06
Gleason Group, Inc.
DECREASED
Shares10,815 from 11,157
Change-342 (-3%)
Value$2.2M (+$359.2K)
Filed 2026-10-15
Agate Pass Investment Management, LLC
DECREASED
Shares10,773 from 10,958
Change-185 (-2%)
Value$2.2M (+$383.6K)
Filed 2026-10-20
Brady Family Wealth, LLC
INCREASED
Shares10,719 from 10,659
Change+60 (+1%)
Value$2.2M (+$422.1K)
Filed 2026-11-02
Gibson Wealth Advisors LLC
UNCHANGED
Shares10,698 from 10,698
Change0 (0%)
Value$2.2M (+$411.3K)
Filed 2026-10-20
Beacon Financial Group
DECREASED
Shares10,689 from 11,171
Change-482 (-4%)
Value$2.2M (+$331.0K)
Filed 2026-10-19
Harfst & Associates, Inc.
INCREASED
Shares10,670 from 10,098
Change+572 (+6%)
Value$2.2M (+$505.2K)
Filed 2026-10-20
Verus Capital Partners, LLC
DECREASED
Shares10,659 from 11,214
Change-555 (-5%)
Value$2.2M (+$317.7K)
Filed 2026-11-03
Harrell Investment Partners, LLC
INCREASED
Shares10,639 from 10,613
Change+26 (+0%)
Value$2.2M (+$413.3K)
Filed 2026-10-15
Arvest Investments, Inc.
INCREASED
Shares10,629 from 7,381
Change+3,248 (+44%)
Value$2.2M (+$947.1K)
Filed 2026-10-21
Register Financial Advisors LLC
INCREASED
Shares10,611 from 10,513
Change+98 (+1%)
Value$2.2M (+$424.3K)
Filed 2026-10-23
Embree Financial Group
INCREASED
Shares10,599 from 10,533
Change+66 (+1%)
Value$2.2M (+$418.5K)
Filed 2026-10-22
Financial Planning Hawaii, Inc.
DECREASED
Shares10,593 from 10,800
Change-207 (-2%)
Value$2.2M (+$373.1K)
Filed 2026-10-13
Western Reserve Capital Management, LLC
UNCHANGED
Shares10,580 from 10,580
Change0 (0%)
Value$2.2M (+$406.8K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
DECREASED
Shares10,575 from 10,600
Change-25 (0%)
Value$2.2M (+$402.5K)
Filed 2026-11-06
1900 Wealth Management LLC
INCREASED
Shares10,549 from 7,875
Change+2,674 (+34%)
Value$2.2M (+$848.9K)
Filed 2026-10-13
Eagle Wealth Strategies LLC
INCREASED
Shares10,542 from 10,405
Change+137 (+1%)
Value$2.2M (+$428.1K)
Filed 2026-10-20
Birch Hill Investment Advisors LLC
DECREASED
Shares10,530 from 10,563
Change-33 (0%)
Value$2.2M (+$399.4K)
Filed 2026-10-16
FSM Wealth Advisors, LLC
INCREASED
Shares10,519 from 10,375
Change+144 (+1%)
Value$2.2M (+$505.6K)
Filed 2026-10-27
Mechanics Financial Corp
INCREASED
Shares10,503 from 10,454
Change+49 (+0%)
Value$2.1M (+$412.0K)
Filed 2026-11-05
Curtis Advisory Group, LLC
INCREASED
Shares10,480 from 9,060
Change+1,420 (+16%)
Value$2.1M (+$638.3K)
Filed 2026-10-28
Uptick Partners, LLC
INCREASED
Shares10,458 from 10,439
Change+19 (+0%)
Value$2.1M (+$405.2K)
Filed 2026-11-04
Core Wealth Partners LLC
INCREASED
Shares10,446 from 9,355
Change+1,091 (+12%)
Value$2.1M (+$582.5K)
Filed 2026-11-02
Avestar Capital, LLC
DECREASED
Shares10,445 from 12,861
Change-2,416 (-19%)
Value$2.1M (+$1.2K)
Filed 2026-10-28
West Paces Advisors Inc.
INCREASED
Shares10,434 from 10,138
Change+296 (+3%)
Value$2.1M (+$450.3K)
Filed 2026-10-13
Keating Investment Counselors Inc
UNCHANGED
Shares10,420 from 10,420
Change0 (0%)
Value$2.1M (+$400.6K)
Filed 2026-10-14
Central Bank & Trust Co
INCREASED
Shares10,359 from 7,921
Change+2,438 (+31%)
Value$2.1M (+$802.4K)
Filed 2026-10-09
Midwest Professional Planners, Ltd.
INCREASED
Shares10,252 from 9,040
Change+1,212 (+13%)
Value$2.1M (+$595.0K)
Filed 2026-10-29
Trust Investment Advisors
INCREASED
Shares10,219 from 8,734
Change+1,485 (+17%)
Value$2.1M (+$638.9K)
Filed 2026-10-20
Curated Wealth Partners LLC
INCREASED
Shares10,205 from 5,149
Change+5,056 (+98%)
Value$2.1M (+$1.2M)
Filed 2026-10-15
Versant Capital Management, Inc
DECREASED
Shares10,169 from 10,603
Change-434 (-4%)
Value$2.1M (+$319.0K)
Filed 2026-10-02
Altus Wealth Group LLC
DECREASED
Shares10,167 from 10,180
Change-13 (0%)
Value$2.1M (+$388.8K)
Filed 2026-10-20
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares10,149 from 10,159
Change-10 (0%)
Value$2.1M (+$388.5K)
Filed 2026-10-29
Univest Financial Corp
INCREASED
Shares10,141 from 8,864
Change+1,277 (+14%)
Value$2.1M (+$601.8K)
Filed 2026-11-05
Root Financial Partners, LLC
INCREASED
Shares10,136 from 9,300
Change+836 (+9%)
Value$2.1M (+$528.3K)
Filed 2026-10-21
TigerOak Management, L.L.C.
INCREASED
Shares10,131 from 9,529
Change+602 (+6%)
Value$2.1M (+$489.3K)
Filed 2026-10-23
Asset Planning,Inc
INCREASED
Shares10,066 from 10,030
Change+36 (+0%)
Value$2.1M (+$392.9K)
Filed 2026-10-26
Able Financial Group, LLC
INCREASED
Shares10,025 from 9,641
Change+384 (+4%)
Value$2.0M (+$449.0K)
Filed 2026-10-14
FCG Investment Co
INCREASED
Shares10,018 from 8,502
Change+1,516 (+18%)
Value$2.0M (+$636.5K)
Filed 2026-10-13
Wealth Advisory Solutions, LLC
INCREASED
Shares10,013 from 9,343
Change+670 (+7%)
Value$2.0M (+$496.1K)
Filed 2026-10-20
Letson Investment Management, Inc.
UNCHANGED
Shares10,009 from 10,009
Change0 (0%)
Value$2.0M (+$384.8K)
Filed 2026-11-05
Fusion Capital, LLC
DECREASED
Shares9,979 from 10,458
Change-479 (-5%)
Value$2.0M (+$304.2K)
Filed 2026-10-28
Iams Wealth Management, LLC
INCREASED
Shares9,937 from 9,799
Change+138 (+1%)
Value$2.0M (+$405.3K)
Filed 2026-10-15
Tlwm
DECREASED
Shares9,934 from 10,006
Change-72 (-1%)
Value$2.0M (+$370.0K)
Filed 2026-10-09
Golden Reserve Retirement LLC
INCREASED
Shares9,928 from 6,400
Change+3,528 (+55%)
Value$2.0M (+$966.5K)
Filed 2026-11-02
First Community Trust NA
INCREASED
Shares9,899 from 8,066
Change+1,833 (+23%)
Value$2.0M (+$684.5K)
Filed 2026-10-07
Onyx Bridge Wealth Group LLC
DECREASED
Shares9,889 from 10,090
Change-201 (-2%)
Value$2.0M (+$347.0K)
Filed 2026-10-16
Myriad Asset Management Advisors LLC
NEW
Shares9,841
Change+9,841
Value$2.0M
Filed 2026-11-03
Measured Risk Portfolios, Inc.
DECREASED
Shares9,837 from 10,072
Change-235 (-2%)
Value$2.0M (+$339.2K)
Filed 2026-10-21
Veracity Capital LLC
INCREASED
Shares9,766 from 6,934
Change+2,832 (+41%)
Value$2.0M (+$844.9K)
Filed 2026-10-08
M.E. Allison & Co., Inc.
DECREASED
Shares9,760 from 9,982
Change-222 (-2%)
Value$2.0M (+$338.5K)
Filed 2026-10-09
Enterprise Financial Services Corp
INCREASED
Shares9,748 from 9,623
Change+125 (+1%)
Value$2.0M (+$395.5K)
Filed 2026-11-03
Family Legacy, Inc.
INCREASED
Shares9,669 from 8,929
Change+740 (+8%)
Value$2.0M (+$494.5K)
Filed 2026-10-13
Alpine Bank Wealth Management
DECREASED
Shares9,653 from 10,762
Change-1,109 (-10%)
Value$2.0M (+$187.3K)
Filed 2026-10-16
High Net Worth Advisory Group LLC
INCREASED
Shares9,632 from 9,475
Change+157 (+2%)
Value$2.0M (+$396.4K)
Filed 2026-10-26
New Hampshire Trust
DECREASED
Shares9,623 from 9,714
Change-91 (-1%)
Value$2.0M (+$354.9K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares9,614 from 9,032
Change+582 (+6%)
Value$2.0M (+$466.1K)
Filed 2026-10-19
Aries Wealth Management
UNCHANGED
Shares9,607 from 9,607
Change0 (0%)
Value$2.0M (+$369.4K)
Filed 2026-10-23
Retirement Planning Group, LLC
INCREASED
Shares9,590 from 9,407
Change+183 (+2%)
Value$2.0M (+$399.1K)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares9,548 from 8,828
Change+720 (+8%)
Value$1.9M (+$486.6K)
Filed 2026-10-29
Global Assets Advisory, LLC
DECREASED
Shares9,531 from 9,556
Change-25 (0%)
Value$2.0M (+$381.8K)
Filed 2026-10-28
M. Kraus & Co
DECREASED
Shares9,494 from 9,599
Change-105 (-1%)
Value$1.9M (+$347.6K)
Filed 2026-10-20
Marino, Stram & Associates LLC
INCREASED
Shares9,488 from 9,192
Change+296 (+3%)
Value$1.9M (+$414.0K)
Filed 2026-10-22
Manchester Capital Management LLC
DECREASED
Shares9,459 from 10,179
Change-720 (-7%)
Value$1.9M (+$244.4K)
Filed 2026-10-22
Chilton Capital Management LLC
DECREASED
Shares9,403 from 9,883
Change-480 (-5%)
Value$1.9M (+$282.0K)
Filed 2026-10-28
Gradient Capital Advisors, LLC
INCREASED
Shares9,400 from 9,282
Change+118 (+1%)
Value$1.9M (+$381.0K)
Filed 2026-10-21
Redhawk Wealth Advisors, Inc.
INCREASED
Shares9,356 from 9,336
Change+20 (+0%)
Value$1.9M (+$363.0K)
Filed 2026-10-14
Advisor OS, LLC
INCREASED
Shares9,279 from 8,797
Change+482 (+5%)
Value$1.9M (+$436.6K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares9,272 from 7,790
Change+1,482 (+19%)
Value$1.9M (+$602.1K)
Filed 2026-11-02
McKinney Capital Management, LLC
NEW
Shares9,269
Change+9,269
Value$1.9M
Filed 2026-11-06
Bank of Stockton
DECREASED
Shares9,265 from 10,480
Change-1,215 (-12%)
Value$1.9M (+$154.8K)
Filed 2026-10-20
Souders Financial Advisors
DECREASED
Shares9,254 from 10,151
Change-897 (-9%)
Value$1.9M (+$207.2K)
Filed 2026-11-03
TMB Capital Partners, LLC
INCREASED
Shares9,239 from 9,179
Change+60 (+1%)
Value$1.9M (+$365.0K)
Filed 2026-10-20
Klingman & Associates, LLC
INCREASED
Shares9,233 from 7,002
Change+2,231 (+32%)
Value$1.9M (+$724.8K)
Filed 2026-10-20
Bernardo Wealth Planning LLC
INCREASED
Shares9,206 from 4,352
Change+4,854 (+112%)
Value$1.9M (+$1.2M)
Filed 2026-10-23
Elyxium Wealth, LLC
INCREASED
Shares9,164 from 9,100
Change+64 (+1%)
Value$1.9M (+$363.0K)
Filed 2026-10-27
Burford Brothers, Inc.
DECREASED
Shares9,163 from 9,323
Change-160 (-2%)
Value$1.9M (+$325.9K)
Filed 2026-10-21
Mraz, Amerine & Associates, Inc.
DECREASED
Shares9,160 from 9,315
Change-155 (-2%)
Value$1.9M (+$326.5K)
Filed 2026-10-30
Fjell Capital, LLC
INCREASED
Shares9,136 from 8,793
Change+343 (+4%)
Value$1.9M (+$408.1K)
Filed 2026-10-13
Piscataqua Savings Bank
DECREASED
Shares9,113 from 9,225
Change-112 (-1%)
Value$1.9M (+$331.8K)
Filed 2026-10-21
Demars Financial Group, LLC
INCREASED
Shares9,084 from 9,067
Change+17 (+0%)
Value$1.9M (+$352.0K)
Filed 2026-10-22
Montchanin Asset Management, LLC
INCREASED
Shares9,082 from 9,074
Change+8 (+0%)
Value$1.9M (+$351.0K)
Filed 2026-11-02
Madrona Financial Services, LLC
DECREASED
Shares9,077 from 9,079
Change-2 (0%)
Value$1.9M (+$348.7K)
Filed 2026-10-23
J.Safra Asset Management Corp
INCREASED
Shares8,986 from 8,877
Change+109 (+1%)
Value$1.8M (+$363.6K)
Filed 2026-11-03
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares8,984 from 9,230
Change-246 (-3%)
Value$1.8M (+$304.8K)
Filed 2026-11-02
Ticino Wealth
INCREASED
Shares8,976 from 8,953
Change+23 (+0%)
Value$1.8M (+$348.9K)
Filed 2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares8,945
Change+8,945
Value$1.8M
Filed 2026-10-09
Mattern Capital Management, LLC
INCREASED
Shares8,907 from 8,871
Change+36 (+0%)
Value$1.8M (+$348.4K)
Filed 2026-11-02
LCM Capital Management Inc
DECREASED
Shares8,903 from 9,042
Change-139 (-2%)
Value$1.8M (+$319.2K)
Filed 2026-10-20
Tanager Wealth Management LLP
DECREASED
Shares8,893 from 9,528
Change-635 (-7%)
Value$1.8M (+$236.7K)
Filed 2026-10-19
BOS Asset Management, LLC
INCREASED
Shares8,875 from 8,873
Change+2 (+0%)
Value$1.8M (+$341.6K)
Filed 2026-10-09
Davidson Trust Co
DECREASED
Shares8,873 from 9,110
Change-237 (-3%)
Value$1.8M (+$301.9K)
Filed 2026-10-09
Leisure Capital Management
INCREASED
Shares8,862 from 8,838
Change+24 (+0%)
Value$1.8M (+$344.7K)
Filed 2026-11-03
Mendel Money Management
DECREASED
Shares8,852 from 8,932
Change-80 (-1%)
Value$1.8M (+$327.1K)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares8,852 from 8,882
Change-30 (0%)
Value$1.8M (+$335.5K)
Filed 2026-11-02
GAM Holding AG
DECREASED
Shares8,834 from 11,338
Change-2,504 (-22%)
Value$1.8M (-$75.4K)
Filed 2026-11-03
Stenger Family Office, LLC
DECREASED
Shares8,827 from 10,251
Change-1,424 (-14%)
Value$1.9M (+$222.6K)
Filed 2026-10-22
LexAurum Advisors, LLC
DECREASED
Shares8,817 from 9,460
Change-643 (-7%)
Value$1.8M (+$232.5K)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares8,815
Change+8,815
Value$1.8M
Filed 2026-10-26
Creekside Partners
UNCHANGED
Shares8,813 from 8,813
Change0 (0%)
Value$1.8M (+$338.9K)
Filed 2026-11-04
Hickory Point Bank & Trust
DECREASED
Shares8,792 from 8,858
Change-66 (-1%)
Value$1.8M (+$327.1K)
Filed 2026-10-01
Salvus Wealth Management, LLC
INCREASED
Shares8,788 from 8,325
Change+463 (+6%)
Value$1.8M (+$414.6K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares8,771 from 10,589
Change-1,818 (-17%)
Value$1.8M (+$35.8K)
Filed 2026-10-15
Bedel Financial Consulting, Inc.
DECREASED
Shares8,738 from 8,775
Change-37 (0%)
Value$1.8M (+$329.9K)
Filed 2026-11-06
Donoghue Forlines LLC
DECREASED
Shares8,727 from 9,120
Change-393 (-4%)
Value$1.8M (+$270.4K)
Filed 2026-11-02
Wingate Wealth Advisors, Inc.
INCREASED
Shares8,693 from 8,684
Change+9 (+0%)
Value$1.8M (+$335.9K)
Filed 2026-10-26
First National Bank Sioux Falls
INCREASED
Shares8,658 from 4,852
Change+3,806 (+78%)
Value$1.8M (+$855.1K)
Filed 2026-10-13
Key FInancial Inc
DECREASED
Shares8,656 from 8,792
Change-136 (-2%)
Value$1.8M (+$310.3K)
Filed 2026-11-02
Wilkins Miller Wealth Management, LLC
DECREASED
Shares8,651 from 8,713
Change-62 (-1%)
Value$1.8M (+$322.2K)
Filed 2026-10-13
Facet Wealth, Inc.
INCREASED
Shares8,645 from 7,080
Change+1,565 (+22%)
Value$1.8M (+$591.8K)
Filed 2026-11-04
Legacy Bridge, LLC
UNCHANGED
Shares8,632 from 8,632
Change0 (0%)
Value$1.8M (+$331.9K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares8,616 from 8,144
Change+472 (+6%)
Value$1.8M (+$408.9K)
Filed 2026-10-13
Weaver Consulting Group
INCREASED
Shares8,616 from 8,384
Change+232 (+3%)
Value$1.8M (+$369.6K)
Filed 2026-10-07
Etesian Wealth Advisors, Inc.
DECREASED
Shares8,577 from 8,795
Change-218 (-2%)
Value$1.8M (+$293.7K)
Filed 2026-10-27
Kercheville Advisors, LLC
INCREASED
Shares8,556 from 8,481
Change+75 (+1%)
Value$1.7M (+$341.4K)
Filed 2026-10-19
Mcdaniel Terry & Co
DECREASED
Shares8,550 from 10,218
Change-1,668 (-16%)
Value$1.7M (+$52.3K)
Filed 2026-11-05
Emerald Advisors, LLC
DECREASED
Shares8,511 from 9,000
Change-489 (-5%)
Value$1.7M (+$246.2K)
Filed 2026-10-13
Great Diamond Partners, LLC
INCREASED
Shares8,490 from 8,415
Change+75 (+1%)
Value$1.7M (+$338.9K)
Filed 2026-10-13
Anchyra Partners LLC
INCREASED
Shares8,446 from 7,658
Change+788 (+10%)
Value$1.7M (+$455.4K)
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares8,429 from 8,327
Change+102 (+1%)
Value$1.7M (+$340.9K)
Filed 2026-11-05
Pflug Koory, LLC
UNCHANGED
Shares8,423 from 8,423
Change0 (0%)
Value$1.7M (+$323.9K)
Filed 2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED
Shares8,404 from 8,472
Change-68 (-1%)
Value$1.7M (+$311.7K)
Filed 2026-10-15
Legacy Capital Wealth Partners, LLC
DECREASED
Shares8,370 from 9,054
Change-684 (-8%)
Value$1.7M (+$208.5K)
Filed 2026-10-21
American State Bank (Iowa)
INCREASED
Shares8,332 from 8,073
Change+259 (+3%)
Value$1.7M (+$363.3K)
Filed 2026-11-03
V-Square Quantitative Management LLC
INCREASED
Shares8,331 from 7,084
Change+1,247 (+18%)
Value$1.7M (+$527.0K)
Filed 2026-10-15
Beacon Capital Management, LLC
INCREASED
Shares8,330 from 8,215
Change+115 (+1%)
Value$1.7M (+$339.3K)
Filed 2026-10-23
World Equity Group, Inc.
DECREASED
Shares8,322 from 8,628
Change-306 (-4%)
Value$1.7M (+$271.9K)
Filed 2026-10-14
Insight Wealth Partners, LLC
DECREASED
Shares8,303 from 8,330
Change-27 (0%)
Value$1.7M (+$314.7K)
Filed 2026-10-26
Integris Wealth Management, LLC
INCREASED
Shares8,277 from 5,768
Change+2,509 (+44%)
Value$1.7M (+$734.1K)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares8,257 from 7,968
Change+289 (+4%)
Value$1.7M (+$365.4K)
Filed 2026-10-29
Shulman DeMeo Asset Management LLC
DECREASED
Shares8,248 from 8,390
Change-142 (-2%)
Value$1.7M (+$312.2K)
Filed 2026-10-09
China Universal Asset Management Co., Ltd.
INCREASED
Shares8,240 from 7,214
Change+1,026 (+14%)
Value$1.7M (+$488.3K)
Filed 2026-10-28
Archford Capital Strategies, LLC
INCREASED
Shares8,212 from 7,896
Change+316 (+4%)
Value$1.7M (+$368.2K)
Filed 2026-10-19
Oslo Pensjonsforsikring AS
INCREASED
Shares8,189 from 7,975
Change+214 (+3%)
Value$1.7M (+$350.3K)
Filed 2026-10-15
Hilltop National Bank
DECREASED
Shares8,185 from 9,043
Change-858 (-9%)
Value$1.7M (+$172.5K)
Filed 2026-10-14
Alessandra Capital Management, LLC
INCREASED
Shares8,182 from 5,567
Change+2,615 (+47%)
Value$1.7M (+$748.1K)
Filed 2026-10-30
Brookmont Capital Management
DECREASED
Shares8,177 from 10,826
Change-2,649 (-24%)
Value$1.7M (-$124.7K)
Filed 2026-10-23
Childress Capital Advisors, LLC
INCREASED
Shares8,161 from 8,031
Change+130 (+2%)
Value$1.7M (+$335.2K)
Filed 2026-10-28
Portus Wealth Advisors, LLC
INCREASED
Shares8,155 from 8,000
Change+155 (+2%)
Value$1.7M (+$339.1K)
Filed 2026-10-13
Riversedge Advisors, LLC
INCREASED
Shares8,148 from 7,445
Change+703 (+9%)
Value$1.7M (+$429.8K)
Filed 2026-10-09
ADG Wealth Management Group, LLC
UNCHANGED
Shares8,111 from 8,111
Change0 (0%)
Value$1.7M (+$311.9K)
Filed 2026-10-23
CWS Financial Advisors, LLC
INCREASED
Shares8,075 from 8,057
Change+18 (+0%)
Value$1.6M (+$313.5K)
Filed 2026-10-16
Rochester Wealth Strategies, LLC
UNCHANGED
Shares8,065 from 8,065
Change0 (0%)
Value$1.6M (+$310.1K)
Filed 2026-11-03
Consilium Wealth Advisory, LLC
INCREASED
Shares8,042 from 7,780
Change+262 (+3%)
Value$1.6M (+$352.6K)
Filed 2026-10-14
Alhambra Investment Management LLC
INCREASED
Shares8,012 from 7,279
Change+733 (+10%)
Value$1.6M (+$429.6K)
Filed 2026-10-15
Smithbridge Asset Management Inc
DECREASED
Shares8,004 from 8,104
Change-100 (-1%)
Value$1.6M (+$291.2K)
Filed 2026-10-19
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED
Shares8,000 from 7,000
Change+1,000 (+14%)
Value$1.6M (+$474.0K)
Filed 2026-10-22
Wellington Grp LLC
INCREASED
Shares7,982 from 5,963
Change+2,019 (+34%)
Value$1.6M (+$641.6K)
Filed 2026-11-06
Atala Financial Inc
INCREASED
Shares7,970 from 7,535
Change+435 (+6%)
Value$1.6M (+$378.6K)
Filed 2026-10-22
Ironsides Asset Advisors, LLC
UNCHANGED
Shares7,955 from 7,955
Change0 (0%)
Value$1.6M (+$306.0K)
Filed 2026-10-20
Red Spruce Capital, LLC
DECREASED
Shares7,922 from 7,967
Change-45 (-1%)
Value$1.6M (+$297.1K)
Filed 2026-10-07
Wolff Financial Management LLC
INCREASED
Shares7,905 from 7,903
Change+2 (+0%)
Value$1.6M (+$304.4K)
Filed 2026-10-23
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares7,903 from 9,040
Change-1,137 (-13%)
Value$1.6M (+$116.0K)
Filed 2026-11-05
Ackerman Capital Advisors, LLC
UNCHANGED
Shares7,880 from 7,880
Change0 (0%)
Value$1.6M (+$303.0K)
Filed 2026-10-30
Wendell David Associates Inc
UNCHANGED
Shares7,866 from 7,866
Change0 (0%)
Value$1.6M (+$302.0K)
Filed 2026-10-27
Biltmore Family Office, LLC
DECREASED
Shares7,850 from 7,909
Change-59 (-1%)
Value$1.6M (+$292.2K)
Filed 2026-11-03
Sendero Wealth Management, LLC
INCREASED
Shares7,815 from 7,744
Change+71 (+1%)
Value$1.6M (+$312.2K)
Filed 2026-10-14
WealthSpring Partners, LLC
DECREASED
Shares7,813 from 10,268
Change-2,455 (-24%)
Value$1.6M (-$106.7K)
Filed 2026-10-14
Deseret Mutual Benefit Administrators
DECREASED
Shares7,796 from 8,343
Change-547 (-7%)
Value$1.6M (+$209.1K)
Filed 2026-11-04
CFS Investment Advisory Services, LLC
INCREASED
Shares7,785 from 7,267
Change+518 (+7%)
Value$1.6M (+$386.4K)
Filed 2026-10-19
WBH Advisory Inc
INCREASED
Shares7,781 from 7,430
Change+351 (+5%)
Value$1.6M (+$357.4K)
Filed 2026-11-05
Promethium Advisors,llc
DECREASED
Shares7,742 from 7,762
Change-20 (0%)
Value$1.6M (+$294.4K)
Filed 2026-10-19
Fell Capital Management
DECREASED
Shares7,734 from 7,949
Change-215 (-3%)
Value$1.6M (+$261.7K)
Filed 2026-10-09
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares7,701 from 8,741
Change-1,040 (-12%)
Value$1.6M (+$123.7K)
Filed 2026-11-06
Connective Portfolio Management, LLC
UNCHANGED
Shares7,699 from 7,699
Change0 (0%)
Value$1.6M (+$296.0K)
Filed 2026-10-22
Cascade Investment Advisors, Inc.
DECREASED
Shares7,688 from 7,808
Change-120 (-2%)
Value$1.6M (+$275.7K)
Filed 2026-11-02
Pacific Excel Wealth Advisors, Inc.
INCREASED
Shares7,672 from 2,001
Change+5,671 (+283%)
Value$1.6M (+$1.2M)
Filed 2026-10-27
Schmidt P J Investment Management Inc
INCREASED
Shares7,672 from 7,648
Change+24 (+0%)
Value$1.6M (+$299.0K)
Filed 2026-11-02
Islay Capital Management, LLC
DECREASED
Shares7,663 from 7,672
Change-9 (0%)
Value$1.6M (+$293.2K)
Filed 2026-10-20
Pines Wealth Management, LLC
DECREASED
Shares7,660 from 8,294
Change-634 (-8%)
Value$1.6M (+$189.4K)
Filed 2026-10-21
Abel Hall, LLC
INCREASED
Shares7,659 from 7,487
Change+172 (+2%)
Value$1.6M (+$323.0K)
Filed 2026-10-19
Partners in Financial Planning
INCREASED
Shares7,658 from 7,634
Change+24 (+0%)
Value$1.6M (+$298.4K)
Filed 2026-11-06
Eley Financial Management, Inc
INCREASED
Shares7,645 from 7,590
Change+55 (+1%)
Value$1.6M (+$303.1K)
Filed 2026-11-03
Worth Asset Management, LLC
INCREASED
Shares7,626 from 1,664
Change+5,962 (+358%)
Value$1.6M (+$1.3M)
Filed 2026-10-07
Granite Islands Private Wealth, LLC
INCREASED
Shares7,626 from 7,266
Change+360 (+5%)
Value$1.6M (+$353.0K)
Filed 2026-10-16
1620 Investment Advisors, Inc.
INCREASED
Shares7,626 from 7,457
Change+169 (+2%)
Value$1.6M (+$321.1K)
Filed 2026-11-04
Alliance Private Wealth, LLC
DECREASED
Shares7,576 from 8,866
Change-1,290 (-15%)
Value$1.5M (+$77.5K)
Filed 2026-10-20
Victory Financial Group, LLC
INCREASED
Shares7,561 from 6,113
Change+1,448 (+24%)
Value$1.5M (+$530.8K)
Filed 2026-10-27
Eagle Bluffs Wealth Management LLC
INCREASED
Shares7,543 from 7,403
Change+140 (+2%)
Value$1.5M (+$313.2K)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED
Shares7,542 from 7,370
Change+172 (+2%)
Value$1.1M (+$292.0K)
Filed 2026-11-04
Provident Investment Management, Inc.
INCREASED
Shares7,517 from 7,296
Change+221 (+3%)
Value$1.5M (+$325.7K)
Filed 2026-10-23
William B. Walkup & Associates, Inc.
INCREASED
Shares7,515 from 6,316
Change+1,199 (+19%)
Value$1.5M (+$487.6K)
Filed 2026-11-05
First Interstate Bank
DECREASED
Shares7,502 from 8,238
Change-736 (-9%)
Value$1.5M (+$166.5K)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
INCREASED
Shares7,494 from 7,404
Change+90 (+1%)
Value$1.5M (+$303.1K)
Filed 2026-11-03
Bingham Private Wealth, LLC
INCREASED
Shares7,487 from 7,353
Change+134 (+2%)
Value$1.5M (+$309.8K)
Filed 2026-11-05
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares7,483 from 7,480
Change+3 (+0%)
Value$1.5M (+$288.2K)
Filed 2026-10-06
Atwood & Palmer Inc
INCREASED
Shares7,474 from 4,974
Change+2,500 (+50%)
Value$1.5M (+$701.8K)
Filed 2026-10-08
Tableaux LLC
DECREASED
Shares7,460 from 7,476
Change-16 (0%)
Value$1.5M (+$284.2K)
Filed 2026-10-23
Sloy Dahl & Holst, LLC
DECREASED
Shares7,459 from 7,944
Change-485 (-6%)
Value$1.5M (+$206.4K)
Filed 2026-10-14
Westco Advisory Services Inc
UNCHANGED
Shares7,455 from 7,455
Change0 (0%)
Value$1.5M (+$286.6K)
Filed 2026-10-14
Encompass Wealth Advisors, LLC
INCREASED
Shares7,452 from 3,163
Change+4,289 (+136%)
Value$1.5M (+$997.4K)
Filed 2026-10-15
Firestone Capital Management
DECREASED
Shares7,448 from 7,484
Change-36 (0%)
Value$1.5M (+$280.4K)
Filed 2026-11-03
DMC Group, LLC
INCREASED
Shares7,420 from 7,144
Change+276 (+4%)
Value$1.5M (+$331.0K)
Filed 2026-10-26
Wealth Dimensions Group, Ltd.
INCREASED
Shares7,415 from 7,082
Change+333 (+5%)
Value$1.5M (+$340.2K)
Filed 2026-11-02
Bernicke Wealth Management, Ltd.
DECREASED
Shares7,408 from 10,805
Change-3,397 (-31%)
Value$1.5M (-$278.2K)
Filed 2026-11-06
McAdam, LLC
INCREASED
Shares7,397 from 7,076
Change+321 (+5%)
Value$1.5M (+$337.6K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
DECREASED
Shares7,396 from 7,658
Change-262 (-3%)
Value$1.5M (+$241.0K)
Filed 2026-10-19
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares7,395 from 6,817
Change+578 (+8%)
Value$1.5M (+$380.2K)
Filed 2026-10-29
Doliver Advisors, LP
DECREASED
Shares7,388 from 7,486
Change-98 (-1%)
Value$1.5M (+$267.8K)
Filed 2026-10-01
Blue Fin Capital, Inc.
INCREASED
Shares7,385 from 7,218
Change+167 (+2%)
Value$1.5M (+$311.6K)
Filed 2026-10-28
Valley Brook Capital Group, Inc.
UNCHANGED
Shares7,356 from 7,356
Change0 (0%)
Value$1.5M (+$282.9K)
Filed 2026-10-26
Canandaigua National Trust Co of Florida
NEW
Shares7,345
Change+7,345
Value$1.5M
Filed 2026-10-07
St. Johns Investment Management Company, LLC
DECREASED
Shares7,341 from 7,463
Change-122 (-2%)
Value$1.5M (+$262.0K)
Filed 2026-10-30
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares7,334 from 7,759
Change-425 (-5%)
Value$1.5M (+$211.5K)
Filed 2026-10-15
Curran Financial Partners, LLC
INCREASED
Shares7,332 from 7,296
Change+36 (+0%)
Value$1.5M (+$288.0K)
Filed 2026-11-04
Avantra Family Wealth, Inc.
INCREASED
Shares7,326 from 5,488
Change+1,838 (+33%)
Value$1.5M (+$586.3K)
Filed 2026-10-20
E&G Advisors, LLC
DECREASED
Shares7,295 from 7,365
Change-70 (-1%)
Value$1.5M (+$268.9K)
Filed 2026-10-13
Mayfair Advisory Group, LLC
INCREASED
Shares7,292 from 7,240
Change+52 (+1%)
Value$1.5M (+$78.9K)
Filed 2026-10-20
Pacific Sage Partners, LLC
INCREASED
Shares7,279 from 6,982
Change+297 (+4%)
Value$1.5M (+$329.0K)
Filed 2026-10-21
Tortuga Wealth Management, Inc
INCREASED
Shares7,279 from 7,259
Change+20 (+0%)
Value$1.5M (+$283.9K)
Filed 2026-10-27
Citizens & Northern Corp
DECREASED
Shares7,267 from 7,408
Change-141 (-2%)
Value$1.5M (+$256.0K)
Filed 2026-11-06
Urban Wealth Management, LLC
DECREASED
Shares7,261 from 7,286
Change-25 (0%)
Value$1.5M (+$275.0K)
Filed 2026-10-21
Cravens & Co Advisors, LLC
INCREASED
Shares7,259 from 7,006
Change+253 (+4%)
Value$1.5M (+$321.0K)
Filed 2026-10-16
Capital Investment Counsel, Inc
INCREASED
Shares7,246 from 7,046
Change+200 (+3%)
Value$1.5M (+$311.8K)
Filed 2026-10-20
Rudd Co d/b/a Styre Wealth
NEW
Shares7,245
Change+7,245
Value$1.6M
Filed 2026-10-29
Wealth Quarterback LLC
DECREASED
Shares7,241 from 7,359
Change-118 (-2%)
Value$1.5M (+$258.8K)
Filed 2026-10-20
QTR Family Wealth, LLC
DECREASED
Shares7,235 from 8,817
Change-1,582 (-18%)
Value$1.5M (+$16.0K)
Filed 2026-11-02
TBH Global Asset Management, LLC
DECREASED
Shares7,226 from 7,292
Change-66 (-1%)
Value$1.5M (+$266.9K)
Filed 2026-11-03
Chickasaw Capital Management LLC
INCREASED
Shares7,225 from 7,170
Change+55 (+1%)
Value$1.5M (+$287.4K)
Filed 2026-10-08
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares7,221 from 7,221
Change0 (0%)
Value$1.5M (+$278.0K)
Filed 2026-11-04
Thrive Wealth Management, LLC
INCREASED
Shares7,219 from 7,094
Change+125 (+2%)
Value$1.5M (+$298.2K)
Filed 2026-10-13
Amicus Financial Advisors, LLC
INCREASED
Shares7,212 from 7,198
Change+14 (+0%)
Value$1.5M (+$279.6K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
DECREASED
Shares7,211 from 7,286
Change-75 (-1%)
Value$1.5M (+$264.8K)
Filed 2026-10-23
Spectrum Strategic Capital Management, LLC
DECREASED
Shares7,207 from 7,704
Change-497 (-6%)
Value$1.5M (+$194.6K)
Filed 2026-10-22
Allegheny Financial Group
INCREASED
Shares7,195 from 7,154
Change+41 (+1%)
Value$1.5M (+$283.5K)
Filed 2026-11-05
Canopy Partners, LLC
INCREASED
Shares7,184 from 6,863
Change+321 (+5%)
Value$1.5M (+$329.4K)
Filed 2026-10-28
Sound Income Strategies, LLC
INCREASED
Shares7,169 from 6,644
Change+525 (+8%)
Value$1.5M (+$415.3K)
Filed 2026-10-09
Realta Investment Advisors
INCREASED
Shares7,168 from 2,108
Change+5,060 (+240%)
Value$1.5M (+$1.1M)
Filed 2026-10-14
Total Clarity Wealth Management, Inc.
INCREASED
Shares7,131 from 5,813
Change+1,318 (+23%)
Value$1.5M (+$492.7K)
Filed 2026-10-26
R Squared Ltd
DECREASED
Shares7,092 from 11,552
Change-4,460 (-39%)
Value$1.4M (-$466.6K)
Filed 2026-11-06
Brooklyn FI, LLC
INCREASED
Shares7,075 from 4,787
Change+2,288 (+48%)
Value$1.5M (+$611.2K)
Filed 2026-11-05
Orrstown Financial Services Inc
INCREASED
Shares7,073 from 6,878
Change+195 (+3%)
Value$1.4M (+$304.3K)
Filed 2026-10-14
BG Investment Services, LLC
NEW
Shares7,063
Change+7,063
Value$1.4M
Filed 2026-10-23
Legacy Trust
DECREASED
Shares7,056 from 7,453
Change-397 (-5%)
Value$1.7M (+$426.4K)
Filed 2026-11-06
PW Nova Financial Services LLC
DECREASED
Shares7,028 from 12,842
Change-5,814 (-45%)
Value$1.4M (-$693.5K)
Filed 2026-10-15
Lazari Capital Management, Inc.
INCREASED
Shares7,024 from 6,993
Change+31 (+0%)
Value$1.4M (+$275.3K)
Filed 2026-10-20
Rydar Equities, Inc.
DECREASED
Shares7,024 from 7,039
Change-15 (0%)
Value$1.4M (+$129.6K)
Filed 2026-10-13
Winch Advisory Services, LLC
INCREASED
Shares7,020 from 6,985
Change+35 (+1%)
Value$1.4M (+$275.7K)
Filed 2026-11-06
Zega Investments, LLC
DECREASED
Shares7,016 from 7,315
Change-299 (-4%)
Value$1.4M (+$220.2K)
Filed 2026-11-04
Rosenberg Matthew Hamilton
DECREASED
Shares7,010 from 7,011
Change-1 (0%)
Value$1.4M (+$269.4K)
Filed 2026-10-05
Sawgrass Asset Management LLC
DECREASED
Shares6,992 from 7,468
Change-476 (-6%)
Value$1.4M (+$190.0K)
Filed 2026-11-03
Connecticut Wealth Management, LLC
INCREASED
Shares6,962 from 6,778
Change+184 (+3%)
Value$1.4M (+$298.2K)
Filed 2026-10-13
Atticus Wealth Management, LLC
INCREASED
Shares6,936 from 4,799
Change+2,137 (+45%)
Value$1.4M (+$620.8K)
Filed 2026-10-20
Chemung Canal Trust Co
DECREASED
Shares6,921 from 7,016
Change-95 (-1%)
Value$1.4M (+$250.4K)
Filed 2026-11-04
Fortis Group Advisors, LLC
INCREASED
Shares6,906 from 5,950
Change+956 (+16%)
Value$1.6M (+$592.7K)
Filed 2026-11-06
Revolve Wealth Partners, LLC
DECREASED
Shares6,895 from 7,278
Change-383 (-5%)
Value$1.4M (+$201.6K)
Filed 2026-10-23
Perryman Financial Advisory Inc
INCREASED
Shares6,894 from 6,613
Change+281 (+4%)
Value$1.4M (+$311.8K)
Filed 2026-10-16
Tompkins Financial Corp
DECREASED
Shares6,889 from 6,999
Change-110 (-2%)
Value$1.4M (+$246.6K)
Filed 2026-10-05
Money Concepts Capital Corp
INCREASED
Shares6,876 from 5,585
Change+1,291 (+23%)
Value$1.4M (+$478.4K)
Filed 2026-11-06
Mainsail Financial Group, LLC
DECREASED
Shares6,876 from 7,178
Change-302 (-4%)
Value$1.4M (+$214.3K)
Filed 2026-10-23
Tannin Capital LLC
DECREASED
Shares6,871 from 7,411
Change-540 (-7%)
Value$1.4M (+$174.7K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
INCREASED
Shares6,842 from 6,827
Change+15 (+0%)
Value$1.4M (+$265.6K)
Filed 2026-11-03
Candriam S.C.A.
UNCHANGED
Shares6,832 from 6,832
Change0 (0%)
Value$1.4M (+$268.9K)
Filed 2026-11-03
Centennial Wealth Advisory LLC
INCREASED
Shares6,828 from 6,308
Change+520 (+8%)
Value$1.4M (+$349.2K)
Filed 2026-10-16
Commonwealth Financial Services, LLC
DECREASED
Shares6,823 from 7,422
Change-599 (-8%)
Value$1.4M (+$163.1K)
Filed 2026-10-20
Townsend Asset Management Corp
DECREASED
Shares6,801 from 6,988
Change-187 (-3%)
Value$1.4M (+$230.5K)
Filed 2026-10-29
Interchange Capital Partners, LLC
DECREASED
Shares6,796 from 6,848
Change-52 (-1%)
Value$1.4M (+$252.7K)
Filed 2026-10-28
Opinicus Capital, Inc.
INCREASED
Shares6,788 from 6,760
Change+28 (+0%)
Value$1.4M (+$265.8K)
Filed 2026-10-28
Forbes J M & Co LLP
INCREASED
Shares6,763 from 6,744
Change+19 (+0%)
Value$1.4M (+$263.2K)
Filed 2026-10-16
Argyle Capital Partners, LLC
DECREASED
Shares6,753 from 7,010
Change-257 (-4%)
Value$1.4M (+$217.0K)
Filed 2026-10-23
Accel Wealth Management
INCREASED
Shares6,699 from 6,545
Change+154 (+2%)
Value$1.4M (+$283.0K)
Filed 2026-10-13
GoalVest Advisory LLC
INCREASED
Shares6,690 from 6,592
Change+98 (+1%)
Value$1.4M (+$273.5K)
Filed 2026-10-02
Paragon Private Wealth Management, LLC
DECREASED
Shares6,680 from 7,534
Change-854 (-11%)
Value$1.4M (+$115.2K)
Filed 2026-10-20
Accredited Investors Inc.
INCREASED
Shares6,676 from 5,378
Change+1,298 (+24%)
Value$1.4M (+$471.9K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares6,657 from 6,797
Change-140 (-2%)
Value$1.4M (+$232.8K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
DECREASED
Shares6,654 from 7,096
Change-442 (-6%)
Value$1.4M (+$182.6K)
Filed 2026-10-23
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares6,611 from 6,611
Change0 (0%)
Value$1.4M (+$254.3K)
Filed 2026-10-30
Lantern Wealth Advisors, LLC
UNCHANGED
Shares6,577 from 6,577
Change0 (0%)
Value$1.3M (+$252.9K)
Filed 2026-10-22
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares6,569 from 6,919
Change-350 (-5%)
Value$1.3M (+$195.0K)
Filed 2026-10-14
Paladin Wealth, LLC
DECREASED
Shares6,565 from 6,732
Change-167 (-2%)
Value$1.3M (+$224.7K)
Filed 2026-10-23
DB&C Advisors, LLC
INCREASED
Shares6,561 from 6,556
Change+5 (+0%)
Value$1.3M (+$253.0K)
Filed 2026-10-26
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares6,558 from 6,525
Change+33 (+1%)
Value$1.3M (+$257.7K)
Filed 2026-10-09
Arrow Financial Corp
DECREASED
Shares6,553 from 7,316
Change-763 (-10%)
Value$1.3M (+$125.5K)
Filed 2026-10-26
Vista Capital Partners, Inc.
INCREASED
Shares6,550 from 5,613
Change+937 (+17%)
Value$1.3M (+$407.3K)
Filed 2026-11-06
Barrett & Company, Inc.
DECREASED
Shares6,541 from 6,646
Change-105 (-2%)
Value$1.3M (+$234.0K)
Filed 2026-10-22
MeadowBrook Investment Advisors LLC
DECREASED
Shares6,540 from 6,665
Change-125 (-2%)
Value$1.5M (+$377.7K)
Filed 2026-10-29
Financial Management Professionals, Inc.
DECREASED
Shares6,518 from 6,568
Change-50 (-1%)
Value$1.3M (+$242.2K)
Filed 2026-10-23
Sheets Smith Wealth Management
DECREASED
Shares6,513 from 6,727
Change-214 (-3%)
Value$1.3M (+$214.9K)
Filed 2026-10-16
City State Bank
INCREASED
Shares6,512 from 6,340
Change+172 (+3%)
Value$1.3M (+$278.9K)
Filed 2026-10-20
Lodestar Private Asset Management LLC
DECREASED
Shares6,503 from 7,252
Change-749 (-10%)
Value$1.3M (+$125.9K)
Filed 2026-10-26
Wealthstar Advisors, LLC
NEW
Shares6,502
Change+6,502
Value$1.3M
Filed 2026-10-19
Willow Creek Capital Management, Inc.
UNCHANGED
Shares6,491 from 6,491
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-16
Solstein Capital, LLC
UNCHANGED
Shares6,487 from 6,487
Change0 (0%)
Value$1.3M (+$249.4K)
Filed 2026-11-02
Regent Peak Wealth Advisors LLC
INCREASED
Shares6,480 from 4,883
Change+1,597 (+33%)
Value$1.3M (+$513.9K)
Filed 2026-10-13
Investment Research Partners LLC
DECREASED
Shares6,470 from 6,483
Change-13 (0%)
Value$1.3M (+$246.6K)
Filed 2026-10-19
ASL Financial, LLC
UNCHANGED
Shares6,447 from 6,447
Change0 (0%)
Value$1.3M (+$247.9K)
Filed 2026-10-15
Rossby Financial, LCC
DECREASED
Shares6,444 from 6,527
Change-83 (-1%)
Value$1.3M (+$234.1K)
Filed 2026-11-05
Greg Jennings, LLC
NEW
Shares6,433
Change+6,433
Value$1.3M
Filed 2026-10-19
Ascent Wealth Partners, LLC
INCREASED
Shares6,431 from 6,263
Change+168 (+3%)
Value$1.3M (+$275.1K)
Filed 2026-10-23
Balboa Wealth Partners
INCREASED
Shares6,423 from 6,076
Change+347 (+6%)
Value$1.3M (+$304.5K)
Filed 2026-10-20
Stonebridge Financial Group, LLC
INCREASED
Shares6,417 from 6,200
Change+217 (+4%)
Value$1.3M (+$282.7K)
Filed 2026-10-01
Prudent Man Advisors, LLC
DECREASED
Shares6,416 from 6,653
Change-237 (-4%)
Value$1.3M (+$207.4K)
Filed 2026-11-03
Summit Securities Group LLC
DECREASED
Shares6,400 from 7,600
Change-1,200 (-16%)
Value$1.3M (+$47.2K)
Filed 2026-11-05
Balentine LLC
DECREASED
Shares6,392 from 6,835
Change-443 (-6%)
Value$1.3M (+$172.4K)
Filed 2026-11-03
Nexus Investment Management ULC
UNCHANGED
Shares6,386 from 6,386
Change0 (0%)
Value$1.3M (+$245.5K)
Filed 2026-10-27
Power Wealth Management LLC
NEW
Shares6,372
Change+6,372
Value$1.3M
Filed 2026-10-27
Roxbury Financial LLC
DECREASED
Shares6,368 from 6,495
Change-127 (-2%)
Value$1.3M (+$223.7K)
Filed 2026-10-01
Crown Oak Advisors, LLC
INCREASED
Shares6,364 from 6,337
Change+27 (+0%)
Value$1.3M (+$249.4K)
Filed 2026-10-16
Birch Financial Group, LLC
DECREASED
Shares6,361 from 6,388
Change-27 (0%)
Value$1.3M (+$240.2K)
Filed 2026-10-27
Warwick Investment Management, Inc.
DECREASED
Shares6,355 from 6,391
Change-36 (-1%)
Value$1.3M (+$238.3K)
Filed 2026-10-19
Moss Adams Wealth Advisors LLC
DECREASED
Shares6,351 from 7,207
Change-856 (-12%)
Value$1.3M (+$102.4K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares6,347 from 6,088
Change+259 (+4%)
Value$1.3M (+$287.1K)
Filed 2026-10-14
First Heartland Consultants, Inc.
INCREASED
Shares6,340 from 4,685
Change+1,655 (+35%)
Value$1.3M (+$518.1K)
Filed 2026-10-08
Cornerstone Advisory, LLC
INCREASED
Shares6,337 from 5,725
Change+612 (+11%)
Value$1.3M (+$345.1K)
Filed 2026-11-06
Baker Ellis Asset Management LLC
UNCHANGED
Shares6,329 from 6,329
Change0 (0%)
Value$1.3M (+$243.3K)
Filed 2026-10-14
Cowa, LLC
INCREASED
Shares6,318 from 5,944
Change+374 (+6%)
Value$1.3M (+$305.1K)
Filed 2026-10-30
Milestone Asset Management, LLC
DECREASED
Shares6,318 from 6,337
Change-19 (0%)
Value$1.3M (+$239.6K)
Filed 2026-10-15
Rainier Family Wealth Inc
DECREASED
Shares6,306 from 6,314
Change-8 (0%)
Value$1.3M (+$241.1K)
Filed 2026-11-02
Castleview Partners, LLC
INCREASED
Shares6,287 from 5,699
Change+588 (+10%)
Value$1.3M (+$339.3K)
Filed 2026-10-09
Union Savings Bank
DECREASED
Shares6,278 from 6,404
Change-126 (-2%)
Value$1.3M (+$220.5K)
Filed 2026-10-14
Centerpoint Advisory Group
DECREASED
Shares6,262 from 6,463
Change-201 (-3%)
Value$1.3M (+$207.5K)
Filed 2026-10-23
John G Ullman & Associates Inc
UNCHANGED
Shares6,261 from 6,261
Change0 (0%)
Value$1.3M (+$240.7K)
Filed 2026-11-04
Windsor Capital Management, LLC
DECREASED
Shares6,258 from 6,300
Change-42 (-1%)
Value$1.3M (+$233.6K)
Filed 2026-10-13
Partners Wealth Management, LLC
INCREASED
Shares6,236 from 2,632
Change+3,604 (+137%)
Value$1.3M (+$837.1K)
Filed 2026-10-28
Symmetry Partners, LLC
INCREASED
Shares6,227 from 5,525
Change+702 (+13%)
Value$1.3M (+$355.8K)
Filed 2026-10-27
Corundum Group, Inc.
INCREASED
Shares6,218 from 5,873
Change+345 (+6%)
Value$1.3M (+$296.3K)
Filed 2026-10-28
Chemistry Wealth Management LLC
UNCHANGED
Shares6,215 from 6,215
Change0 (0%)
Value$1.3M (+$239.1K)
Filed 2026-10-16
San Luis Wealth Advisors LLC
INCREASED
Shares6,205 from 5,845
Change+360 (+6%)
Value$1.3M (+$298.3K)
Filed 2026-10-27
Uniting Wealth Partners, LLC
DECREASED
Shares6,205 from 6,386
Change-181 (-3%)
Value$1.3M (+$208.6K)
Filed 2026-11-06
Silverleafe Capital Partners, LLC
DECREASED
Shares6,194 from 6,497
Change-303 (-5%)
Value$1.3M (+$188.0K)
Filed 2026-10-02
Net Worth Advisory Group
DECREASED
Shares6,178 from 7,046
Change-868 (-12%)
Value$1.3M (+$111.6K)
Filed 2026-10-20
Zullo Investment Group, Inc.
INCREASED
Shares6,177 from 6,060
Change+117 (+2%)
Value$1.3M (+$256.9K)
Filed 2026-10-20
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares6,168 from 6,204
Change-36 (-1%)
Value$1.3M (+$231.2K)
Filed 2026-10-08
Ceera Investments, LLC
DECREASED
Shares6,160 from 6,180
Change-20 (0%)
Value$1.3M (+$233.5K)
Filed 2026-11-02
DT Investment Partners, LLC
UNCHANGED
Shares6,154 from 6,154
Change0 (0%)
Value$1.3M (+$236.6K)
Filed 2026-10-27
SmartHarvest Portfolios, LLC
DECREASED
Shares6,138 from 7,520
Change-1,382 (-18%)
Value$1.3M (+$6.8K)
Filed 2026-10-26
Juncture Wealth Strategies, LLC
INCREASED
Shares6,138 from 5,962
Change+176 (+3%)
Value$1.3M (+$265.3K)
Filed 2026-10-06
Black Diamond Financial, LLC
INCREASED
Shares6,128 from 4,659
Change+1,469 (+32%)
Value$1.3M (+$479.1K)
Filed 2026-10-26
Davis Capital Management
INCREASED
Shares6,127 from 6,100
Change+27 (+0%)
Value$1.3M (+$240.1K)
Filed 2026-10-08
Beirne Wealth Consulting Services, LLC
INCREASED
Shares6,105 from 5,991
Change+114 (+2%)
Value$1.2M (+$253.6K)
Filed 2026-10-19
Praxis Capital Management LLC
NEW
Shares6,100
Change+6,100
Value$1.2M
Filed 2026-10-16
Lynx Investment Advisory
DECREASED
Shares6,087 from 6,354
Change-267 (-4%)
Value$1.2M (+$189.7K)
Filed 2026-10-27
Jmac Enterprises LLC
INCREASED
Shares6,074 from 2,974
Change+3,100 (+104%)
Value$1.2M (+$747.4K)
Filed 2026-10-30
Monument Capital Management
INCREASED
Shares6,051 from 5,961
Change+90 (+2%)
Value$1.2M (+$247.6K)
Filed 2026-10-09
Dixon Fnancial Services, Inc.
INCREASED
Shares6,033 from 6,003
Change+30 (+1%)
Value$1.2M (+$236.8K)
Filed 2026-10-23
D.B. Root & Company, LLC
DECREASED
Shares6,013 from 6,108
Change-95 (-2%)
Value$1.2M (+$215.5K)
Filed 2026-11-04
Mascagni Wealth Management, Inc.
DECREASED
Shares6,012 from 6,032
Change-20 (0%)
Value$1.2M (+$228.0K)
Filed 2026-10-23
Meitav Investment House LTD
NEW
Shares6,000
Change+6,000
Value$1.2M
Filed 2026-10-28
Occidental Asset Management, LLC
INCREASED
Shares6,000 from 5,826
Change+174 (+3%)
Value$1.2M (+$259.5K)
Filed 2026-11-05
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares5,998 from 5,958
Change+40 (+1%)
Value$1.2M (+$237.3K)
Filed 2026-10-29
Chapman Financial Group, LLC
DECREASED
Shares5,998 from 6,010
Change-12 (0%)
Value$1.2M (+$228.6K)
Filed 2026-10-26
Vicus Capital
INCREASED
Shares5,989 from 5,733
Change+256 (+4%)
Value$1.2M (+$272.6K)
Filed 2026-11-05
Hanson & Doremus Investment Management
INCREASED
Shares5,989 from 5,938
Change+51 (+1%)
Value$1.2M (+$239.0K)
Filed 2026-10-16
Diversified Management Inc
INCREASED
Shares5,981 from 1,480
Change+4,501 (+304%)
Value$1.2M (+$976.1K)
Filed 2026-10-08
Grant Private Wealth Management Inc
INCREASED
Shares5,972 from 3,799
Change+2,173 (+57%)
Value$1.2M (+$589.8K)
Filed 2026-10-19
Foster Group, Inc.
INCREASED
Shares5,971 from 5,779
Change+192 (+3%)
Value$1.2M (+$261.4K)
Filed 2026-10-13
Matrix Trust Co
DECREASED
Shares5,955 from 6,016
Change-61 (-1%)
Value$1.2M (+$219.0K)
Filed 2026-10-07
CV Advisors LLC
UNCHANGED
Shares5,925 from 5,925
Change0 (0%)
Value$1.2M (+$227.8K)
Filed 2026-10-13
Evermay Wealth Management LLC
DECREASED
Shares5,904 from 6,070
Change-166 (-3%)
Value$1.2M (+$199.5K)
Filed 2026-11-05
KPP Advisory Services LLC
DECREASED
Shares5,896 from 7,418
Change-1,522 (-21%)
Value$1.2M (-$25.6K)
Filed 2026-10-26
Next Level Private LLC
DECREASED
Shares5,888 from 5,917
Change-29 (0%)
Value$1.2M (+$221.7K)
Filed 2026-10-20
DB Fitzpatrick & Co, Inc
DECREASED
Shares5,857 from 5,933
Change-76 (-1%)
Value$1.2M (+$212.6K)
Filed 2026-10-19
Blume Capital Management, Inc.
UNCHANGED
Shares5,856 from 5,856
Change0 (0%)
Value$1.2M (+$225.2K)
Filed 2026-10-26
Meadow Creek Wealth Advisors LLC
DECREASED
Shares5,854 from 5,864
Change-10 (0%)
Value$1.2M (+$223.4K)
Filed 2026-11-02
Vision Capital Management, Inc.
UNCHANGED
Shares5,847 from 5,847
Change0 (0%)
Value$1.2M (+$224.8K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
INCREASED
Shares5,837 from 5,365
Change+472 (+9%)
Value$1.2M (+$314.3K)
Filed 2026-10-26
Howard Financial Services, Ltd.
INCREASED
Shares5,836 from 5,372
Change+464 (+9%)
Value$1.2M (+$301.5K)
Filed 2026-10-15
Miller Global Investments, LLC
INCREASED
Shares5,828 from 5,330
Change+498 (+9%)
Value$1.2M (+$306.6K)
Filed 2026-10-02
Northern Capital Management, Inc.
DECREASED
Shares5,813 from 6,489
Change-676 (-10%)
Value$1.2M (+$111.4K)
Filed 2026-11-05
Yankcom Partnership
INCREASED
Shares5,811 from 5,752
Change+59 (+1%)
Value$1.2M (+$233.2K)
Filed 2026-10-15
Lakeshore Capital Group, Inc.
INCREASED
Shares5,810 from 5,472
Change+338 (+6%)
Value$1.2M (+$279.5K)
Filed 2026-10-20
MBA Advisors LLC
DECREASED
Shares5,809 from 5,893
Change-84 (-1%)
Value$1.2M (+$209.4K)
Filed 2026-10-29
Eclectic Associates Inc
INCREASED
Shares5,801 from 5,779
Change+22 (+0%)
Value$1.2M (+$226.7K)
Filed 2026-10-09
Partnership Wealth Management, LLC
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$1.2M (+$223.0K)
Filed 2026-10-05
Mission Financial Group, LLC
INCREASED
Shares5,793 from 3,342
Change+2,451 (+73%)
Value$1.2M (+$629.0K)
Filed 2026-10-21
Income Insurance Ltd
UNCHANGED
Shares5,792 from 5,792
Change0 (0%)
Value$1.2M (+$222.7K)
Filed 2026-10-21
Covenant Asset Management, LLC
DECREASED
Shares5,790 from 6,034
Change-244 (-4%)
Value$1.2M (+$182.2K)
Filed 2026-10-14
Nemes Rush Group LLC
DECREASED
Shares5,771 from 5,816
Change-45 (-1%)
Value$1.2M (+$214.6K)
Filed 2026-11-04
Pinion Investment Advisors, LLC
DECREASED
Shares5,744 from 5,804
Change-60 (-1%)
Value$1.2M (+$210.9K)
Filed 2026-11-04
Hager Investment Management Services, LLC
DECREASED
Shares5,741 from 6,253
Change-512 (-8%)
Value$1.2M (+$136.0K)
Filed 2026-11-04
Winthrop Capital Management, LLC
INCREASED
Shares5,728 from 5,707
Change+21 (+0%)
Value$1.2M (+$223.7K)
Filed 2026-11-05
First Premier Bank
DECREASED
Shares5,719 from 6,450
Change-731 (-11%)
Value$1.2M (+$97.0K)
Filed 2026-10-13
Wealth Architects, LLC
INCREASED
Shares5,718 from 5,674
Change+44 (+1%)
Value$1.2M (+$227.0K)
Filed 2026-11-03
Probity Advisors, Inc.
DECREASED
Shares5,717 from 5,732
Change-15 (0%)
Value$1.2M (+$217.3K)
Filed 2026-10-23
Hedges Asset Management LLC
DECREASED
Shares5,700 from 5,950
Change-250 (-4%)
Value$1.2M (+$177.7K)
Filed 2026-10-29
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares5,693 from 5,693
Change0 (0%)
Value$1.2M (+$218.9K)
Filed 2026-10-13
626 Financial, LLC
DECREASED
Shares5,692 from 5,837
Change-145 (-2%)
Value$1.2M (+$194.9K)
Filed 2026-11-04
Obermeyer Wealth Partners
INCREASED
Shares5,690 from 5,478
Change+212 (+4%)
Value$1.2M (+$253.9K)
Filed 2026-10-21
Avion Wealth
INCREASED
Shares5,682 from 4,306
Change+1,376 (+32%)
Value$1.2M (+$447.0K)
Filed 2026-11-04
Carson Advisory Inc.
DECREASED
Shares5,678 from 5,880
Change-202 (-3%)
Value$1.2M (+$184.7K)
Filed 2026-11-06
Riverbend Wealth Management, LLC
INCREASED
Shares5,677 from 4,092
Change+1,585 (+39%)
Value$1.2M (+$481.1K)
Filed 2026-10-15
Barlow Wealth Partners, LLC
INCREASED
Shares5,671 from 5,363
Change+308 (+6%)
Value$1.2M (+$233.5K)
Filed 2026-10-15
Alchemi Wealth, LLC
INCREASED
Shares5,647 from 5,608
Change+39 (+1%)
Value$1.2M (+$223.9K)
Filed 2026-11-04
RBA Wealth Management, LLC
DECREASED
Shares5,630 from 5,815
Change-185 (-3%)
Value$1.1M (+$185.8K)
Filed 2026-10-28
Unique Wealth, LLC
DECREASED
Shares5,628 from 7,722
Change-2,094 (-27%)
Value$1.1M (-$130.7K)
Filed 2026-10-16
Elevatus Welath Management
INCREASED
Shares5,626 from 5,562
Change+64 (+1%)
Value$1.1M (+$226.9K)
Filed 2026-10-19
XXI Wealth, LLC
DECREASED
Shares5,611 from 5,956
Change-345 (-6%)
Value$1.1M (+$158.6K)
Filed 2026-10-22
Almanack Investment Partners, Llc.
INCREASED
Shares5,602 from 5,526
Change+76 (+1%)
Value$1.1M (+$227.9K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares5,598 from 18,047
Change-12,449 (-69%)
Value$1.1M (-$1.8M)
Filed 2026-10-29
Edgemoor Investment Advisors, Inc.
INCREASED
Shares5,598 from 5,566
Change+32 (+1%)
Value$1.1M (+$220.5K)
Filed 2026-11-03
SYM Financial Corp
DECREASED
Shares5,576 from 5,614
Change-38 (-1%)
Value$1.1M (+$208.1K)
Filed 2026-10-26
Sunpointe, LLC
INCREASED
Shares5,571 from 5,279
Change+292 (+6%)
Value$1.1M (+$262.6K)
Filed 2026-10-22
Edge Wealth Management LLC
DECREASED
Shares5,568 from 5,736
Change-168 (-3%)
Value$1.1M (+$194.8K)
Filed 2026-10-13
Applied Finance Capital Management, LLC
INCREASED
Shares5,566 from 4,986
Change+580 (+12%)
Value$1.1M (+$310.2K)
Filed 2026-11-03
Regatta Capital Group, LLC
INCREASED
Shares5,544 from 5,200
Change+344 (+7%)
Value$1.1M (+$270.2K)
Filed 2026-10-23
Cooper S Advisors, LLC
DECREASED
Shares5,538 from 5,745
Change-207 (-4%)
Value$1.1M (+$178.6K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares5,527 from 5,692
Change-165 (-3%)
Value$1.1M (+$185.2K)
Filed 2026-10-27
Samalin Investment Counsel, LLC
DECREASED
Shares5,527 from 5,555
Change-28 (0%)
Value$1.1M (+$207.9K)
Filed 2026-10-23
Infinity Wealth Counsel, LLC
INCREASED
Shares5,512 from 5,497
Change+15 (+0%)
Value$1.1M (+$214.4K)
Filed 2026-10-15
SevenBridge Financial Group, LLC
DECREASED
Shares5,510 from 5,705
Change-195 (-3%)
Value$1.2M (+$179.3K)
Filed 2026-10-26
Powers Advisory Group, LLC
UNCHANGED
Shares5,510 from 5,510
Change0 (0%)
Value$1.1M (+$211.8K)
Filed 2026-10-14
Cornerstone National Bank & Trust Co
DECREASED
Shares5,506 from 5,810
Change-304 (-5%)
Value$1.1M (+$177.6K)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED
Shares5,502 from 5,984
Change-482 (-8%)
Value$1.1M (+$131.7K)
Filed 2026-10-20
Winthrop Advisory Group LLC
INCREASED
Shares5,488 from 5,008
Change+480 (+10%)
Value$1.1M (+$290.6K)
Filed 2026-10-22
Advisory Solutions Group, LLC
INCREASED
Shares5,463 from 4,781
Change+682 (+14%)
Value$1.1M (+$323.0K)
Filed 2026-10-14
Howard Capital Management Group, LLC
UNCHANGED
Shares5,455 from 5,455
Change0 (0%)
Value$1.1M (+$209.7K)
Filed 2026-10-16
Sterling Investment Management, LLC
DECREASED
Shares5,452 from 5,596
Change-144 (-3%)
Value$1.1M (+$185.8K)
Filed 2026-10-16
Legacy Wealth Management, LLC / MS
INCREASED
Shares5,451 from 5,447
Change+4 (+0%)
Value$1.1M (+$210.3K)
Filed 2026-10-30
Independent Investors Inc
UNCHANGED
Shares5,440 from 5,440
Change0 (0%)
Value$1.1M (+$209.2K)
Filed 2026-10-30
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED
Shares5,433 from 4,648
Change+785 (+17%)
Value$1.1M (+$339.0K)
Filed 2026-10-26
Verum Partners LLC
DECREASED
Shares5,429 from 5,723
Change-294 (-5%)
Value$1.1M (+$160.2K)
Filed 2026-10-21
Indiana Trust & Investment Management Co
DECREASED
Shares5,425 from 5,565
Change-140 (-3%)
Value$1.1M (+$185.4K)
Filed 2026-10-22
Sweeney & Michel, LLC
INCREASED
Shares5,424 from 5,389
Change+35 (+1%)
Value$1.1M (+$102.1K)
Filed 2026-10-16
Bullock Wealth Management Group
DECREASED
Shares5,392 from 5,771
Change-379 (-7%)
Value$1.1M (+$160.5K)
Filed 2026-10-09
Convergence Financial, LLC
DECREASED
Shares5,385 from 9,881
Change-4,496 (-45%)
Value$1.1M (-$538.4K)
Filed 2026-10-27
Stableford Capital II LLC
DECREASED
Shares5,384 from 6,354
Change-970 (-15%)
Value$1.1M (+$46.2K)
Filed 2026-10-09
Eurizon SLJ Capital Ltd
DECREASED
Shares5,381 from 5,987
Change-606 (-10%)
Value$1.1M (+$106.4K)
Filed 2026-11-06
United Asset Strategies, Inc.
DECREASED
Shares5,380 from 6,247
Change-867 (-14%)
Value$1.1M (+$63.2K)
Filed 2026-10-28
Trilogy Capital Inc.
INCREASED
Shares5,366 from 4,713
Change+653 (+14%)
Value$1.1M (+$314.6K)
Filed 2026-10-20
Tred Avon Family Wealth, LLC
DECREASED
Shares5,360 from 5,421
Change-61 (-1%)
Value$1.1M (+$195.9K)
Filed 2026-10-20
Summit Asset Management, LLC
DECREASED
Shares5,357 from 5,425
Change-68 (-1%)
Value$1.1M (+$194.8K)
Filed 2026-11-05
Unified Investment Management
UNCHANGED
Shares5,346 from 5,346
Change0 (0%)
Value$1.1M (+$205.6K)
Filed 2026-10-14
Focused Alpha, LLC
DECREASED
Shares5,337 from 8,448
Change-3,111 (-37%)
Value$1.1M (-$310.5K)
Filed 2026-10-20
Clearwave Capital, LLC
INCREASED
Shares5,309 from 4,965
Change+344 (+7%)
Value$1.1M (+$261.3K)
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares5,308 from 4,615
Change+693 (+15%)
Value$1.1M (+$319.0K)
Filed 2026-10-26
Invera Wealth Advisors, LLC
DECREASED
Shares5,269 from 5,911
Change-642 (-11%)
Value$1.1M (+$96.2K)
Filed 2026-10-28
First Financial Corp
DECREASED
Shares5,269 from 5,272
Change-3 (0%)
Value$1.1M (+$202.1K)
Filed 2026-10-13
Cross Staff Investments Inc
DECREASED
Shares5,266 from 5,313
Change-47 (-1%)
Value$1.1M (+$194.7K)
Filed 2026-10-22
Shepherd Financial Partners LLC
DECREASED
Shares5,255 from 5,529
Change-274 (-5%)
Value$1.1M (+$156.5K)
Filed 2026-11-03
Provident Living Financial Services, Inc.
INCREASED
Shares5,245 from 5,088
Change+157 (+3%)
Value$1.2M (+$391.9K)
Filed 2026-11-03
Ballew Advisors, Inc
DECREASED
Shares5,237 from 6,223
Change-986 (-16%)
Value$1.1M (+$29.6K)
Filed 2026-10-05
Toth Financial Advisory Corp
INCREASED
Shares5,232 from 5,077
Change+155 (+3%)
Value$1.1M (+$226.9K)
Filed 2026-10-08
Cromwell Holdings LLC
DECREASED
Shares5,206 from 5,356
Change-150 (-3%)
Value$1.1M (+$175.3K)
Filed 2026-10-28
Nfsg Corp
INCREASED
Shares5,199 from 4,773
Change+426 (+9%)
Value$1.1M (+$270.7K)
Filed 2026-10-15
Vestor Capital, LLC
DECREASED
Shares5,194 from 25,121
Change-19,927 (-79%)
Value$1.9K (-$24.8K)
Filed 2026-11-04
Total Wealth Planning & Management, Inc.
DECREASED
Shares5,189 from 5,538
Change-349 (-6%)
Value$1.1M (+$141.7K)
Filed 2026-10-23
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares5,188 from 5,360
Change-172 (-3%)
Value$1.1M (+$170.9K)
Filed 2026-10-14
Vann Equity Management LLC
DECREASED
Shares5,183 from 5,749
Change-566 (-10%)
Value$1.1M (+$105.5K)
Filed 2026-10-08
Arlington Trust Co LLC
INCREASED
Shares5,175 from 3,864
Change+1,311 (+34%)
Value$1.1M (+$416.3K)
Filed 2026-10-20
OAK Family Advisors, LLC
DECREASED
Shares5,162 from 9,746
Change-4,584 (-47%)
Value$1.1M (-$561.4K)
Filed 2026-10-19
JB Capital LLC
DECREASED
Shares5,153 from 5,564
Change-411 (-7%)
Value$1.1M (+$130.0K)
Filed 2026-10-19
Planned Solutions, Inc.
DECREASED
Shares5,152 from 5,635
Change-483 (-9%)
Value$1.1M (+$118.0K)
Filed 2026-10-19
J. Team Financial, Inc.
INCREASED
Shares5,135 from 4,237
Change+898 (+21%)
Value$1.0M (+$346.3K)
Filed 2026-11-03
Legacy Advisors, LLC
DECREASED
Shares5,126 from 7,779
Change-2,653 (-34%)
Value$1.0M (-$242.8K)
Filed 2026-10-19
Fortitude Family Office, LLC
DECREASED
Shares5,109 from 25,522
Change-20,413 (-80%)
Value$1.0M (-$3.2M)
Filed 2026-10-14
Rational Advisors, Inc.
DECREASED
Shares5,109 from 5,928
Change-819 (-14%)
Value$1.0M (+$60.7K)
Filed 2026-11-02
Sigma Investment Counselors Inc
INCREASED
Shares5,107 from 4,789
Change+318 (+7%)
Value$1.0M (+$249.1K)
Filed 2026-10-27
Thoma Capital Management LLC
DECREASED
Shares5,107 from 5,155
Change-48 (-1%)
Value$1.0M (+$188.5K)
Filed 2026-10-19
Breakwater Capital Group
DECREASED
Shares5,097 from 5,465
Change-368 (-7%)
Value$1.0M (+$135.0K)
Filed 2026-10-09
Lederer & Associates Investment Counsel
INCREASED
Shares5,074 from 4,344
Change+730 (+17%)
Value$1.0M (+$316.0K)
Filed 2026-10-23
Westhampton Capital, LLC
DECREASED
Shares5,070 from 6,468
Change-1,398 (-22%)
Value$1.0M (-$36.8K)
Filed 2026-10-30
Fortitude Advisory Group L.L.C.
INCREASED
Shares5,065 from 4,730
Change+335 (+7%)
Value$1.0M (+$250.3K)
Filed 2026-10-15
Nova Financial LLC
NEW
Shares5,047
Change+5,047
Value$1.0M
Filed 2026-11-04
Greenwood Gearhart LLC
DECREASED
Shares5,043 from 8,973
Change-3,930 (-44%)
Value$1.0M (-$457.5K)
Filed 2026-11-02
Melfa Wealth Management, Inc.
INCREASED
Shares5,043 from 4,832
Change+211 (+4%)
Value$1.0M (+$229.0K)
Filed 2026-11-06
Whelan Financial
INCREASED
Shares5,034 from 4,829
Change+205 (+4%)
Value$1.0M (+$227.5K)
Filed 2026-10-28
Teamwork Financial Advisors, LLC
DECREASED
Shares5,031 from 6,942
Change-1,911 (-28%)
Value$1.0M (-$123.4K)
Filed 2026-10-19
Northcape Wealth Management, LLC
INCREASED
Shares5,019 from 4,981
Change+38 (+1%)
Value$1.0M (+$199.3K)
Filed 2026-11-04
Falcon Wealth Planning
INCREASED
Shares5,018 from 4,572
Change+446 (+10%)
Value$1.0M (+$266.8K)
Filed 2026-11-06
Fiduciary Financial Group, LLC
INCREASED
Shares5,013 from 4,787
Change+226 (+5%)
Value$1.0M (+$230.2K)
Filed 2026-10-13
American Assets Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.0M (+$192.3K)
Filed 2026-10-30
Werba Rubin Papier Wealth Management
INCREASED
Shares4,991 from 4,923
Change+68 (+1%)
Value$1.0M (+$203.2K)
Filed 2026-11-06
Langley Wealth Management, LLC
INCREASED
Shares4,986 from 4,943
Change+43 (+1%)
Value$1.0M (+$198.9K)
Filed 2026-11-04
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares4,975 from 4,546
Change+429 (+9%)
Value$1.0M (+$262.4K)
Filed 2026-11-02
J. Derek Lewis & Associates Inc.
DECREASED
Shares4,967 from 5,047
Change-80 (-2%)
Value$1.0M (+$177.8K)
Filed 2026-11-03
Bank of New Hampshire
DECREASED
Shares4,965 from 5,167
Change-202 (-4%)
Value$1.0M (+$157.4K)
Filed 2026-10-06
Legacy Wealth Asset Management, LLC
DECREASED
Shares4,951 from 5,077
Change-126 (-2%)
Value$1.0M (+$169.5K)
Filed 2026-10-09
Shore Point Advisors, LLC
UNCHANGED
Shares4,950 from 4,950
Change0 (0%)
Value$1.0M (+$190.3K)
Filed 2026-10-14
Auxano Advisors, LLC
INCREASED
Shares4,938 from 4,843
Change+95 (+2%)
Value$1.0M (+$205.6K)
Filed 2026-11-06
Moulton Wealth Management, Inc
INCREASED
Shares4,936 from 4,934
Change+2 (+0%)
Value$1.0M (+$199.7K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares4,919 from 4,840
Change+79 (+2%)
Value$1.0M (+$202.3K)
Filed 2026-10-23
Saxony Capital Management, LLC
INCREASED
Shares4,911 from 4,741
Change+170 (+4%)
Value$1.0M (+$217.0K)
Filed 2026-10-15
Apollon Financial, LLC
INCREASED
Shares4,906 from 4,256
Change+650 (+15%)
Value$1.0M (+$296.5K)
Filed 2026-10-23
Three Seasons Wealth, LLC
DECREASED
Shares4,895 from 4,915
Change-20 (0%)
Value$999.6K (+$184.9K)
Filed 2026-11-03
Applied Capital LLC
INCREASED
Shares4,872 from 4,757
Change+115 (+2%)
Value$994.9K (+$206.4K)
Filed 2026-10-07
Financial Solutions Advisory Group, Inc.
INCREASED
Shares4,870 from 4,862
Change+8 (+0%)
Value$1.1M (+$249.5K)
Filed 2026-10-28
Purus Wealth Management, LLC
INCREASED
Shares4,854 from 4,832
Change+22 (+0%)
Value$991.2K (+$190.1K)
Filed 2026-10-15
Capital Square, LLC
INCREASED
Shares4,842 from 4,841
Change+1 (+0%)
Value$988.8K (+$134.9K)
Filed 2026-10-19
Wedgewood Investors Inc
DECREASED
Shares4,835 from 5,095
Change-260 (-5%)
Value$987.4K (+$142.8K)
Filed 2026-10-28
WestHill Financial Advisors, Inc.
DECREASED
Shares4,833 from 4,995
Change-162 (-3%)
Value$987.0K (+$159.1K)
Filed 2026-10-14
Merrion Investment Management Co, LLC
INCREASED
Shares4,831 from 4,361
Change+470 (+11%)
Value$986.5K (+$263.7K)
Filed 2026-10-16
Cardinal Point Capital Management ULC
INCREASED
Shares4,830 from 3,800
Change+1,030 (+27%)
Value$986.4K (+$356.5K)
Filed 2026-10-21
JGP Wealth Management, LLC
DECREASED
Shares4,830 from 5,410
Change-580 (-11%)
Value$986.2K (+$89.5K)
Filed 2026-10-13
First County Bank
INCREASED
Shares4,822 from 4,679
Change+143 (+3%)
Value$984.7K (+$209.1K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
DECREASED
Shares4,820 from 5,134
Change-314 (-6%)
Value$984.3K (+$133.3K)
Filed 2026-10-29
Morton Capital Management LLC
INCREASED
Shares4,809 from 4,801
Change+8 (+0%)
Value$982.0K (+$186.1K)
Filed 2026-10-23
EdgeRock Capital LLC
INCREASED
Shares4,801 from 4,497
Change+304 (+7%)
Value$980.4K (+$234.9K)
Filed 2026-11-03
Barr E S & Co
UNCHANGED
Shares4,781 from 4,781
Change0 (0%)
Value$976.3K (+$183.8K)
Filed 2026-11-06
Blue Capital, Inc.
INCREASED
Shares4,767 from 4,740
Change+27 (+1%)
Value$973.5K (+$187.8K)
Filed 2026-10-13
D'Orazio & Associates, Inc.
DECREASED
Shares4,758 from 4,945
Change-187 (-4%)
Value$971.6K (+$151.9K)
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
DECREASED
Shares4,753 from 5,067
Change-314 (-6%)
Value$970.6K (+$130.7K)
Filed 2026-10-13
Perennial Advisors, LLC
INCREASED
Shares4,747 from 3,562
Change+1,185 (+33%)
Value$969.4K (+$378.9K)
Filed 2026-10-13
Shepherd Street Advisors LLC
INCREASED
Shares4,747 from 4,293
Change+454 (+11%)
Value$1.0M (+$226.7K)
Filed 2026-10-21
Oarsman Capital, Inc.
DECREASED
Shares4,746 from 4,759
Change-13 (0%)
Value$969.2K (+$180.4K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares4,739 from 4,739
Change0 (0%)
Value$786.0K ($0)
Filed 2026-10-26
ROI Financial Advisors, LLC
INCREASED
Shares4,737 from 4,394
Change+343 (+8%)
Value$967.4K (+$239.1K)
Filed 2026-10-19
Guardian Wealth Advisors, LLC
DECREASED
Shares4,734 from 5,444
Change-710 (-13%)
Value$1.1M (+$178.0K)
Filed 2026-10-30
Emprise Bank
DECREASED
Shares4,718 from 4,720
Change-2 (0%)
Value$963.5K (+$181.1K)
Filed 2026-10-07
Baker Tilly Wealth Management, LLC
INCREASED
Shares4,717 from 4,588
Change+129 (+3%)
Value$963.3K (+$202.8K)
Filed 2026-10-05
Amarillo National Bank
UNCHANGED
Shares4,716 from 4,716
Change0 (0%)
Value$963.1K (+$181.3K)
Filed 2026-10-23
Cambridge Advisors Inc.
DECREASED
Shares4,712 from 4,762
Change-50 (-1%)
Value$962.2K (+$172.9K)
Filed 2026-10-19
TrustBank
DECREASED
Shares4,697 from 4,723
Change-26 (-1%)
Value$959.2K (+$176.3K)
Filed 2026-10-20
Defined Wealth Management, LLC
INCREASED
Shares4,689 from 4,660
Change+29 (+1%)
Value$957.5K (+$185.0K)
Filed 2026-10-19
Nova R Wealth, Inc.
INCREASED
Shares4,675 from 4,654
Change+21 (+0%)
Value$954.6K (+$183.2K)
Filed 2026-10-26
PFS Partners, LLC
DECREASED
Shares4,671 from 4,722
Change-51 (-1%)
Value$953.9K (+$171.1K)
Filed 2026-10-21
Successful Portfolios LLC
DECREASED
Shares4,666 from 4,673
Change-7 (0%)
Value$963.7K (+$145.4K)
Filed 2026-10-09
Old North State Wealth Management, LLC
INCREASED
Shares4,665 from 4,580
Change+85 (+2%)
Value$954.4K (+$194.1K)
Filed 2026-10-22
Client 1ST Advisory Group, LLC
INCREASED
Shares4,654 from 4,545
Change+109 (+2%)
Value$950.3K (+$197.0K)
Filed 2026-10-19
Guilbault Capital LLC
UNCHANGED
Shares4,637 from 4,637
Change0 (0%)
Value$946.9K (+$178.3K)
Filed 2026-10-28
BCS Wealth Management
INCREASED
Shares4,633 from 4,437
Change+196 (+4%)
Value$945.9K (+$210.6K)
Filed 2026-11-03
Crusonia Wealth Advisors LLC
INCREASED
Shares4,633 from 4,525
Change+108 (+2%)
Value$946.2K (+$196.2K)
Filed 2026-10-26
One Way Holdings LLC
INCREASED
Shares4,629 from 4,457
Change+172 (+4%)
Value$945.3K (+$206.5K)
Filed 2026-10-29
Cpwa, LLC
DECREASED
Shares4,625 from 4,723
Change-98 (-2%)
Value$994.4K (+$211.5K)
Filed 2026-11-04
First Affirmative Financial Network
NEW
Shares4,621
Change+4,621
Value$943.6K
Filed 2026-10-21
General Partner, Inc.
UNCHANGED
Shares4,610 from 4,610
Change0 (0%)
Value$941.4K (+$177.3K)
Filed 2026-10-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares4,609 from 4,609
Change0 (0%)
Value$941.2K (+$177.3K)
Filed 2026-10-09
Olistico Wealth, LLC
INCREASED
Shares4,606 from 4,605
Change+1 (+0%)
Value$940.5K (+$177.1K)
Filed 2026-10-05
KG Capital Management
INCREASED
Shares4,592 from 4,517
Change+75 (+2%)
Value$937.7K (+$189.0K)
Filed 2026-10-15
PUREfi Wealth, LLC
INCREASED
Shares4,588 from 3,737
Change+851 (+23%)
Value$936.9K (+$317.5K)
Filed 2026-10-19
Kozak & Associates, Inc.
INCREASED
Shares4,573 from 4,545
Change+28 (+1%)
Value$1.0M (+$295.0K)
Filed 2026-10-29
Capstone Wealth Management Group, LLC
DECREASED
Shares4,561 from 5,194
Change-633 (-12%)
Value$708.4K (-$152.7K)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares4,533 from 4,498
Change+35 (+1%)
Value$925.8K (+$180.1K)
Filed 2026-10-21
Jnba Financial Advisors
INCREASED
Shares4,530 from 4,256
Change+274 (+6%)
Value$925.1K (+$219.6K)
Filed 2026-11-03
Tower Trust & Investment Co
INCREASED
Shares4,522 from 4,518
Change+4 (+0%)
Value$923.4K (+$174.5K)
Filed 2026-10-28
KW Wealth Management LLC
NEW
Shares4,509
Change+4,509
Value$920.9K
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED
Shares4,507 from 4,255
Change+252 (+6%)
Value$920.4K (+$214.9K)
Filed 2026-10-30
AM Investment Strategies LLC
INCREASED
Shares4,490 from 4,459
Change+31 (+1%)
Value$917.0K (+$178.0K)
Filed 2026-11-05
Sierra Summit Advisors LLC
DECREASED
Shares4,487 from 46,608
Change-42,121 (-90%)
Value$916.3K (-$6.8M)
Filed 2026-10-28
Crescent Grove Advisors, LLC
INCREASED
Shares4,484 from 4,200
Change+284 (+7%)
Value$915.7K (+$219.5K)
Filed 2026-10-21
Hummer Financial Advisory Services Inc
UNCHANGED
Shares4,483 from 4,483
Change0 (0%)
Value$915.5K (+$172.4K)
Filed 2026-10-09
Chung Wu Investment Group, LLC
INCREASED
Shares4,470 from 2,020
Change+2,450 (+121%)
Value$912.8K (+$578.0K)
Filed 2026-11-03
Millennium Capital Advisors, LLC
DECREASED
Shares4,470 from 4,481
Change-11 (0%)
Value$912.8K (+$169.9K)
Filed 2026-10-16
North Forty Two & Co.
UNCHANGED
Shares4,435 from 4,435
Change0 (0%)
Value$905.7K (+$170.5K)
Filed 2026-10-19
Mainstream Capital Management LLC
DECREASED
Shares4,425 from 5,108
Change-683 (-13%)
Value$903.6K (+$56.9K)
Filed 2026-10-23
Roberts Wealth Advisors, LLC
DECREASED
Shares4,421 from 4,517
Change-96 (-2%)
Value$902.8K (+$154.1K)
Filed 2026-10-14
First Hawaiian Bank
UNCHANGED
Shares4,416 from 4,416
Change0 (0%)
Value$901.8K (+$169.8K)
Filed 2026-10-14
Ejmk Ventures LLC
INCREASED
Shares4,401 from 3,702
Change+699 (+19%)
Value$898.6K (+$285.0K)
Filed 2026-10-21
Greenfield Seitz Capital Management, LLC
DECREASED
Shares4,401 from 4,410
Change-9 (0%)
Value$898.7K (+$167.7K)
Filed 2026-10-29
Verity Asset Management, Inc.
INCREASED
Shares4,385 from 4,148
Change+237 (+6%)
Value$895.5K (+$207.9K)
Filed 2026-10-30
Trifecta Capital Advisors, LLC
UNCHANGED
Shares4,384 from 4,384
Change0 (0%)
Value$895.3K (+$168.6K)
Filed 2026-10-21
Oakmont Investment Advisors, Inc.
INCREASED
Shares4,368 from 4,297
Change+71 (+2%)
Value$892.0K (+$179.8K)
Filed 2026-10-21
Code Waechter LLC
DECREASED
Shares4,365 from 5,142
Change-777 (-15%)
Value$891.4K (+$38.9K)
Filed 2026-10-23
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares4,363 from 3,799
Change+564 (+15%)
Value$890.9K (+$261.2K)
Filed 2026-10-13
Penney Financial, LLC
INCREASED
Shares4,353 from 4,349
Change+4 (+0%)
Value$888.9K (+$168.0K)
Filed 2026-10-20
Revisor Wealth Management LLC
INCREASED
Shares4,342 from 4,177
Change+165 (+4%)
Value$968.0K (+$275.7K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares4,337 from 3,640
Change+697 (+19%)
Value$885.7K (+$282.3K)
Filed 2026-10-14
LifeSteps Financial, Inc.
DECREASED
Shares4,337 from 4,407
Change-70 (-2%)
Value$885.6K (+$155.1K)
Filed 2026-10-15
WBI Investments, LLC
NEW
Shares4,332
Change+4,332
Value$884.6K
Filed 2026-11-05
Trek Financial, LLC
DECREASED
Shares4,317 from 62,546
Change-58,229 (-93%)
Value$881.6K (-$9.5M)
Filed 2026-10-29
Fiera Capital Corp
DECREASED
Shares4,317 from 4,328
Change-11 (0%)
Value$881.6K (+$164.2K)
Filed 2026-11-06
Northern Financial Advisors Inc
DECREASED
Shares4,308 from 4,310
Change-2 (0%)
Value$879.8K (+$165.4K)
Filed 2026-10-29
Rubicon Advisors, GP
INCREASED
Shares4,293 from 4,246
Change+47 (+1%)
Value$876.6K (+$172.8K)
Filed 2026-10-23
AMI Asset Management Corp
INCREASED
Shares4,285 from 4,254
Change+31 (+1%)
Value$875.0K (+$169.9K)
Filed 2026-10-20
Crumly & Associates Inc.
INCREASED
Shares4,279 from 3,949
Change+330 (+8%)
Value$873.8K (+$219.2K)
Filed 2026-10-07
Foguth Wealth Management, Llc.
INCREASED
Shares4,279 from 4,203
Change+76 (+2%)
Value$962.8K (+$165.5K)
Filed 2026-10-19
Collective Family Office LLC
DECREASED
Shares4,267 from 4,755
Change-488 (-10%)
Value$871.4K (+$83.3K)
Filed 2026-10-05
First Growth Capital LLC
DECREASED
Shares4,266 from 4,339
Change-73 (-2%)
Value$871.2K (+$151.9K)
Filed 2026-10-15
Gemmer Asset Management LLC
INCREASED
Shares4,254 from 4,207
Change+47 (+1%)
Value$868.7K (+$171.3K)
Filed 2026-10-16
Financial Partners Group, Inc
INCREASED
Shares4,254 from 4,217
Change+37 (+1%)
Value$868.8K (+$169.7K)
Filed 2026-10-19
Stiles Financial Services Inc
DECREASED
Shares4,250 from 4,302
Change-52 (-1%)
Value$867.8K (+$154.8K)
Filed 2026-10-30
AF Advisors, Inc.
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$867.9K (+$163.4K)
Filed 2026-11-06
Athena Wealth Management, LLC
DECREASED
Shares4,234 from 4,517
Change-283 (-6%)
Value$864.5K (+$115.8K)
Filed 2026-10-09
Sacks & Associates, LLC
INCREASED
Shares4,214 from 4,205
Change+9 (+0%)
Value$860.5K (+$32.9K)
Filed 2026-10-09
Fractal Investments LLC
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$857.7K (+$161.5K)
Filed 2026-10-28
Evansbrook LLC
INCREASED
Shares4,199 from 3,981
Change+218 (+5%)
Value$857.4K (+$197.5K)
Filed 2026-10-16
Vaquero Private Wealth, LTD
INCREASED
Shares4,186 from 4,184
Change+2 (+0%)
Value$854.9K (+$161.4K)
Filed 2026-10-27
Cane Capital Partners, LLC
DECREASED
Shares4,176 from 4,437
Change-261 (-6%)
Value$852.8K (+$117.3K)
Filed 2026-10-23
Prosperity Financial Group, Inc.
DECREASED
Shares4,167 from 4,279
Change-112 (-3%)
Value$851.0K (+$141.7K)
Filed 2026-10-29
Prentice Wealth Management LLC
DECREASED
Shares4,166 from 4,474
Change-308 (-7%)
Value$850.7K (+$109.1K)
Filed 2026-10-20
Vaughan & Co Securities, Inc.
DECREASED
Shares4,165 from 4,186
Change-21 (0%)
Value$850.5K (+$156.7K)
Filed 2026-10-23
W.H. Cornerstone Investments Inc.
DECREASED
Shares4,156 from 4,305
Change-149 (-3%)
Value$848.7K (+$135.2K)
Filed 2026-11-03
RS Crum Inc.
UNCHANGED
Shares4,141 from 4,141
Change0 (0%)
Value$845.6K (+$159.2K)
Filed 2026-10-19
Kingdom Financial Group Llc.
INCREASED
Shares4,121 from 3,442
Change+679 (+20%)
Value$841.5K (+$271.0K)
Filed 2026-11-04
Channel Wealth LLC
INCREASED
Shares4,119 from 4,059
Change+60 (+1%)
Value$841.2K (+$168.3K)
Filed 2026-11-06
Altiora Financial Group, LLC
UNCHANGED
Shares4,112 from 4,112
Change0 (0%)
Value$839.7K (+$158.1K)
Filed 2026-11-04
Syverson Strege & Co
DECREASED
Shares4,098 from 4,579
Change-481 (-10%)
Value$836.9K (+$77.9K)
Filed 2026-11-02
DWR Wealth Management, LLC
UNCHANGED
Shares4,091 from 4,091
Change0 (0%)
Value$836.2K (+$146.9K)
Filed 2026-10-13
Steph & Co
INCREASED
Shares4,085 from 4,021
Change+64 (+2%)
Value$834.2K (+$167.7K)
Filed 2026-10-07
Baker Boyer National Bank
DECREASED
Shares4,076 from 4,206
Change-130 (-3%)
Value$832.4K (+$135.2K)
Filed 2026-11-05
Northbridge Financial Group, LLC
INCREASED
Shares4,072 from 3,776
Change+296 (+8%)
Value$845.3K (+$219.4K)
Filed 2026-11-05
CPA Asset Management Group, LLC
INCREASED
Shares4,072 from 4,058
Change+14 (+0%)
Value$831.4K (+$158.9K)
Filed 2026-10-26
High Note Wealth, LLC
INCREASED
Shares4,066 from 3,696
Change+370 (+10%)
Value$830.3K (+$217.7K)
Filed 2026-10-27
Hardin Capital Partners, LLC
DECREASED
Shares4,064 from 5,097
Change-1,033 (-20%)
Value$829.9K (-$19.2K)
Filed 2026-10-09
LJI Wealth Management, LLC
INCREASED
Shares4,059 from 4,009
Change+50 (+1%)
Value$828.9K (+$164.4K)
Filed 2026-10-28
Isthmus Partners, LLC
INCREASED
Shares4,024 from 3,124
Change+900 (+29%)
Value$821.7K (+$303.9K)
Filed 2026-10-21
ACT Wealth Management, LLC
DECREASED
Shares4,022 from 4,133
Change-111 (-3%)
Value$821.4K (+$136.3K)
Filed 2026-10-09
LeConte Wealth Management, LLC
DECREASED
Shares4,017 from 4,112
Change-95 (-2%)
Value$820.3K (+$138.7K)
Filed 2026-10-20
Pacifica Partners Inc.
UNCHANGED
Shares4,014 from 4,014
Change0 (0%)
Value$831.5K (+$152.4K)
Filed 2026-10-09
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares4,008 from 4,106
Change-98 (-2%)
Value$818.5K (+$137.9K)
Filed 2026-10-21
Peoples Bank
UNCHANGED
Shares4,006 from 4,006
Change0 (0%)
Value$818.1K (+$154.0K)
Filed 2026-10-09
Boit C F David
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$816.8K (+$153.8K)
Filed 2026-10-29
Professional Advisory Services Inc
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$817.0K (+$154.0K)
Filed 2026-10-08
Matthew Goff Investment Advisor, LLC
DECREASED
Shares3,997 from 4,080
Change-83 (-2%)
Value$816.3K (+$139.9K)
Filed 2026-10-13
Financial Consulate, Inc
INCREASED
Shares3,994 from 3,900
Change+94 (+2%)
Value$815.7K (+$169.3K)
Filed 2026-10-23
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,993 from 3,942
Change+51 (+1%)
Value$815.4K (+$162.0K)
Filed 2026-10-22
Endeavor Private Wealth, Inc.
INCREASED
Shares3,986 from 3,508
Change+478 (+14%)
Value$814.1K (+$232.6K)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
DECREASED
Shares3,970 from 4,008
Change-38 (-1%)
Value$810.6K (+$146.3K)
Filed 2026-11-02
Kennebec Savings Bank
INCREASED
Shares3,961 from 3,895
Change+66 (+2%)
Value$808.9K (+$163.2K)
Filed 2026-10-22
Towne Trust Company, N.a
DECREASED
Shares3,951 from 5,135
Change-1,184 (-23%)
Value$806.8K (-$44.3K)
Filed 2026-10-28
Destiny Wealth Partners, LLC
NEW
Shares3,935
Change+3,935
Value$896.2K
Filed 2026-11-05
Altfest L J & Co Inc
UNCHANGED
Shares3,934 from 3,934
Change0 (0%)
Value$803.5K (+$151.4K)
Filed 2026-10-27
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares3,930 from 3,470
Change+460 (+13%)
Value$802.6K (+$227.4K)
Filed 2026-10-20
Aspen Wealth Management LLC
DECREASED
Shares3,930 from 3,978
Change-48 (-1%)
Value$802.5K (+$143.0K)
Filed 2026-10-14
AUA Capital Management, LLC
UNCHANGED
Shares3,915 from 3,915
Change0 (0%)
Value$799.5K (+$150.5K)
Filed 2026-10-15
Warm Springs Advisors Inc.
UNCHANGED
Shares3,911 from 3,911
Change0 (0%)
Value$798.7K (+$150.4K)
Filed 2026-10-28
Washington Trust Advisors, Inc.
DECREASED
Shares3,910 from 4,045
Change-135 (-3%)
Value$798.5K (+$128.0K)
Filed 2026-10-22
Maryland Capital Advisors Inc.
INCREASED
Shares3,909 from 3,859
Change+50 (+1%)
Value$798.3K (+$158.6K)
Filed 2026-10-15
Dumont & Blake Investment Advisors LLC
DECREASED
Shares3,906 from 3,916
Change-10 (0%)
Value$797.6K (+$148.5K)
Filed 2026-10-28
BankPlus Wealth Management LLC
DECREASED
Shares3,906 from 3,911
Change-5 (0%)
Value$797.7K (+$149.3K)
Filed 2026-10-13
Hibernia Wealth Partners, LLC
INCREASED
Shares3,903 from 3,565
Change+338 (+9%)
Value$797.1K (+$206.3K)
Filed 2026-10-29
Tsfg, LLC
DECREASED
Shares3,902 from 4,462
Change-560 (-13%)
Value$797.0K (+$57.0K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
INCREASED
Shares3,902 from 3,872
Change+30 (+1%)
Value$796.8K (+$155.0K)
Filed 2026-10-07
RED Lighthouse Investment Management, LLC
INCREASED
Shares3,901 from 3,894
Change+7 (+0%)
Value$796.6K (+$151.2K)
Filed 2026-11-02
Miller Financial Services LLC
UNCHANGED
Shares3,887 from 3,887
Change0 (0%)
Value$793.8K (+$149.5K)
Filed 2026-10-20
Paragon Capital Management Ltd
INCREASED
Shares3,884 from 3,872
Change+12 (+0%)
Value$793.1K (+$151.3K)
Filed 2026-10-09
TCP Asset Management, LLC
INCREASED
Shares3,868 from 3,852
Change+16 (+0%)
Value$799.5K (+$161.0K)
Filed 2026-10-14
Huntleigh Advisors, Inc.
DECREASED
Shares3,864 from 4,054
Change-190 (-5%)
Value$789.2K (+$117.1K)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares3,856 from 3,400
Change+456 (+13%)
Value$787.4K (+$223.9K)
Filed 2026-10-15
Security National Bank
INCREASED
Shares3,849 from 3,839
Change+10 (+0%)
Value$786.0K (+$149.7K)
Filed 2026-10-26
Clark & Stuart, Inc
DECREASED
Shares3,833 from 3,858
Change-25 (-1%)
Value$782.7K (+$143.2K)
Filed 2026-10-14
BAM Wealth Management, LLC
INCREASED
Shares3,830 from 3,703
Change+127 (+3%)
Value$782.1K (+$168.3K)
Filed 2026-10-15
Aljian Capital Management, LLC
INCREASED
Shares3,829 from 3,827
Change+2 (+0%)
Value$781.9K (+$147.6K)
Filed 2026-10-28
Eagle Strategies LLC
INCREASED
Shares3,812 from 3,668
Change+144 (+4%)
Value$778.5K (+$170.5K)
Filed 2026-10-16
Fiduciary Family Office, LLC
DECREASED
Shares3,811 from 3,932
Change-121 (-3%)
Value$778.2K (+$126.5K)
Filed 2026-11-04
Jm2 Capital Inc.
DECREASED
Shares3,808 from 3,817
Change-9 (0%)
Value$777.6K (+$144.9K)
Filed 2026-10-14
Avondale Wealth Management
UNCHANGED
Shares3,797 from 3,797
Change0 (0%)
Value$775.4K (+$146.0K)
Filed 2026-10-15
Jones Kertz & Associates, Inc.
UNCHANGED
Shares3,793 from 3,793
Change0 (0%)
Value$774.6K (+$145.8K)
Filed 2026-10-28
Cottonwood Capital Advisors, LLC
INCREASED
Shares3,788 from 3,767
Change+21 (+1%)
Value$773.6K (+$149.1K)
Filed 2026-10-20
ProVise Management Group, LLC
DECREASED
Shares3,787 from 4,713
Change-926 (-20%)
Value$773.3K (-$7.9K)
Filed 2026-11-06
Bangor Savings Bank
DECREASED
Shares3,780 from 3,916
Change-136 (-3%)
Value$772.0K (+$122.8K)
Filed 2026-10-06
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,777 from 2,338
Change+1,439 (+62%)
Value$771.4K (+$383.9K)
Filed 2026-10-16
Bright Financial Advisors, Inc.
DECREASED
Shares3,775 from 3,980
Change-205 (-5%)
Value$770.9K (+$111.2K)
Filed 2026-10-23
Targeted Financial Services LLC
UNCHANGED
Shares3,766 from 3,766
Change0 (0%)
Value$769.1K (+$144.8K)
Filed 2026-10-19
Signature Wealth Management Partners, LLC
INCREASED
Shares3,763 from 3,712
Change+51 (+1%)
Value$768.5K (+$153.2K)
Filed 2026-10-21
Argentarii, LLC
INCREASED
Shares3,758 from 3,744
Change+14 (+0%)
Value$767.4K (+$31.1K)
Filed 2026-10-28
Traveka Wealth, LLC
INCREASED
Shares3,750 from 3,019
Change+731 (+24%)
Value$765.7K (+$265.3K)
Filed 2026-10-19
Sather Financial Group Inc
DECREASED
Shares3,749 from 4,020
Change-271 (-7%)
Value$765.6K (+$99.2K)
Filed 2026-10-30
Saxon Interests, Inc.
DECREASED
Shares3,734 from 12,061
Change-8,327 (-69%)
Value$762.5K (-$1.2M)
Filed 2026-10-26
Johnson & White Wealth Management, LLC
INCREASED
Shares3,723 from 3,722
Change+1 (+0%)
Value$760.3K (+$143.3K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
DECREASED
Shares3,704 from 3,739
Change-35 (-1%)
Value$756.4K (+$136.6K)
Filed 2026-10-09
StoryOne LLC
INCREASED
Shares3,702 from 1,789
Change+1,913 (+107%)
Value$756.0K (+$459.4K)
Filed 2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares3,698 from 3,820
Change-122 (-3%)
Value$755.1K (+$121.9K)
Filed 2026-11-02
Wedge Capital Management L L P
INCREASED
Shares3,697 from 3,300
Change+397 (+12%)
Value$755.0K (+$208.0K)
Filed 2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares3,694 from 2,944
Change+750 (+25%)
Value$754.5K (+$266.4K)
Filed 2026-10-09
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares3,683 from 2,138
Change+1,545 (+72%)
Value$755.5K (+$401.0K)
Filed 2026-10-20
Flower City Capital
UNCHANGED
Shares3,683 from 3,683
Change0 (0%)
Value$752.1K (+$141.6K)
Filed 2026-10-15
Legacy Financial Independent Advisors LLC
DECREASED
Shares3,678 from 14,850
Change-11,172 (-75%)
Value$751.1K (-$1.7M)
Filed 2026-11-02
Spinnaker Investment Group, LLC
INCREASED
Shares3,671 from 3,415
Change+256 (+8%)
Value$749.7K (+$183.6K)
Filed 2026-10-13
Sterling Wealth Management, Inc.
UNCHANGED
Shares3,668 from 3,668
Change0 (0%)
Value$749.0K (+$141.0K)
Filed 2026-10-23
WealthTrust Asset Management, LLC
INCREASED
Shares3,651 from 2,917
Change+734 (+25%)
Value$745.5K (+$262.0K)
Filed 2026-10-22
ShoreHaven Wealth Partners, LLC
INCREASED
Shares3,651 from 3,248
Change+403 (+12%)
Value$745.6K (+$207.2K)
Filed 2026-10-16
Ferguson Shapiro LLC
INCREASED
Shares3,651 from 3,561
Change+90 (+3%)
Value$745.6K (+$155.3K)
Filed 2026-10-16
Chatham Capital Group, Inc.
INCREASED
Shares3,645 from 3,471
Change+174 (+5%)
Value$744.3K (+$169.0K)
Filed 2026-10-16
Ullmann Wealth Partners Group, LLC
INCREASED
Shares3,637 from 3,615
Change+22 (+1%)
Value$742.7K (+$143.5K)
Filed 2026-11-02
Madson Wealth Advisors Inc
UNCHANGED
Shares3,634 from 3,634
Change0 (0%)
Value$742.2K (+$139.9K)
Filed 2026-10-13
Opus Capital Group, LLC
INCREASED
Shares3,630 from 3,166
Change+464 (+15%)
Value$741.0K (+$216.0K)
Filed 2026-10-30
Firethorn Wealth Partners, LLC
INCREASED
Shares3,623 from 3,499
Change+124 (+4%)
Value$739.9K (+$159.9K)
Filed 2026-10-14
Advisory Resource Group
DECREASED
Shares3,606 from 3,615
Change-9 (0%)
Value$736.3K (+$137.0K)
Filed 2026-10-26
Collaborative Fund Advisors, LLC
NEW
Shares3,605
Change+3,605
Value$736.2K
Filed 2026-11-02
SBK Financial, Inc.
DECREASED
Shares3,600 from 4,500
Change-900 (-20%)
Value$735.2K (-$10.8K)
Filed 2026-11-02
McBroom & Associates, LLC
UNCHANGED
Shares3,597 from 3,597
Change0 (0%)
Value$734.5K (+$138.3K)
Filed 2026-10-29
Artesa Financial Group, LLC
DECREASED
Shares3,575 from 3,737
Change-162 (-4%)
Value$730.0K (+$110.6K)
Filed 2026-10-29
Abacus Planning Group, Inc.
INCREASED
Shares3,571 from 3,560
Change+11 (+0%)
Value$729.2K (+$139.1K)
Filed 2026-11-02
Fidelity D & D Bancorp Inc
UNCHANGED
Shares3,571 from 3,571
Change0 (0%)
Value$729.2K (+$137.3K)
Filed 2026-11-05
Corps Capital Advisors, LLC
UNCHANGED
Shares3,569 from 3,569
Change0 (0%)
Value$728.9K (+$137.3K)
Filed 2026-11-05
Wealthcare Capital Partners, LLC
INCREASED
Shares3,558 from 3,255
Change+303 (+9%)
Value$726.6K (+$186.9K)
Filed 2026-10-21
Elmwood Wealth Management, Inc.
INCREASED
Shares3,556 from 3,547
Change+9 (+0%)
Value$726.3K (+$138.4K)
Filed 2026-10-14
Blodgett Wealth Advisors, LLC
DECREASED
Shares3,553 from 3,571
Change-18 (0%)
Value$725.5K (+$133.6K)
Filed 2026-10-23
St. Louis Trust Co
UNCHANGED
Shares3,553 from 3,553
Change0 (0%)
Value$725.6K (-$1.8M)
Filed 2026-11-03
Montz Harcus Wealth Management LLC
INCREASED
Shares3,541 from 3,502
Change+39 (+1%)
Value$723.0K (+$142.6K)
Filed 2026-10-09
Berman McAleer LLC
DECREASED
Shares3,538 from 3,543
Change-5 (0%)
Value$722.5K (+$135.2K)
Filed 2026-10-16
Asio Capital, LLC
NEW
Shares3,535
Change+3,535
Value$721.9K
Filed 2026-10-19
Carderock Capital Management Inc
DECREASED
Shares3,532 from 3,582
Change-50 (-1%)
Value$721.3K (+$127.5K)
Filed 2026-10-22
Kelly Financial Services LLC
INCREASED
Shares3,524 from 3,361
Change+163 (+5%)
Value$719.6K (+$162.5K)
Filed 2026-10-20
Avail Investment Partners, LLC
INCREASED
Shares3,521 from 3,512
Change+9 (+0%)
Value$719.1K (+$136.9K)
Filed 2026-10-16
Gruss & Co., LLC
NEW
Shares3,500
Change+3,500
Value$714.7K
Filed 2026-11-02
Parkside Investments, LLC
DECREASED
Shares3,500 from 4,000
Change-500 (-12%)
Value$714.7K (+$51.7K)
Filed 2026-10-20
Greenup Street Wealth Management LLC
INCREASED
Shares3,496 from 2,473
Change+1,023 (+41%)
Value$714.0K (+$304.1K)
Filed 2026-10-28
BNB Wealth Management, LLC
DECREASED
Shares3,495 from 3,600
Change-105 (-3%)
Value$713.7K (+$117.0K)
Filed 2026-10-28
Gibson Capital, LLC
DECREASED
Shares3,481 from 4,352
Change-871 (-20%)
Value$710.9K (-$10.5K)
Filed 2026-10-23
Affinity Capital Advisors, LLC
DECREASED
Shares3,471 from 3,606
Change-135 (-4%)
Value$735.9K (+$129.7K)
Filed 2026-10-13
Renaissance Investment Group LLC
UNCHANGED
Shares3,470 from 3,470
Change0 (0%)
Value$708.6K (+$133.4K)
Filed 2026-10-28
Holcombe Financial, Inc.
UNCHANGED
Shares3,468 from 3,468
Change0 (0%)
Value$708.2K (+$133.3K)
Filed 2026-10-16
Mindset Wealth Management, LLC
DECREASED
Shares3,463 from 3,644
Change-181 (-5%)
Value$707.2K (+$103.2K)
Filed 2026-10-19
RVW Wealth, LLC
DECREASED
Shares3,463 from 3,467
Change-4 (0%)
Value$707.2K (+$132.5K)
Filed 2026-10-06
Rose Capital Advisors LLC
NEW
Shares3,447
Change+3,447
Value$704.1K
Filed 2026-11-04
LifeGoal Investments, LLC
INCREASED
Shares3,447 from 3,037
Change+410 (+14%)
Value$704.0K (+$200.5K)
Filed 2026-10-09
Brucke Financial, Inc.
INCREASED
Shares3,439 from 2,385
Change+1,054 (+44%)
Value$702.2K (+$306.9K)
Filed 2026-10-23
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares3,437 from 3,437
Change0 (0%)
Value$701.9K (+$132.2K)
Filed 2026-10-09
Seven Hills Financial, LLC
NEW
Shares3,435
Change+3,435
Value$701.5K
Filed 2026-10-13
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares3,433 from 3,245
Change+188 (+6%)
Value$701.1K (+$163.2K)
Filed 2026-11-06
Earned Wealth Advisors, LLC
INCREASED
Shares3,426 from 2,825
Change+601 (+21%)
Value$699.7K (+$231.4K)
Filed 2026-11-06
Tucker Asset Management LLC
INCREASED
Shares3,426 from 2,949
Change+477 (+16%)
Value$699.7K (+$210.9K)
Filed 2026-10-29
Integrity Wealth Advisors, Inc.
NEW
Shares3,411
Change+3,411
Value$696.6K
Filed 2026-10-29
Belleair Asset Management, LLC
UNCHANGED
Shares3,411 from 3,411
Change0 (0%)
Value$696.6K (+$131.2K)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares3,404 from 3,209
Change+195 (+6%)
Value$695.1K (+$163.1K)
Filed 2026-10-29
BetterWealth, LLC
DECREASED
Shares3,399 from 3,648
Change-249 (-7%)
Value$694.1K (+$89.4K)
Filed 2026-10-15
Guinness Atkinson Asset Management Inc
DECREASED
Shares3,397 from 3,472
Change-75 (-2%)
Value$693.7K (+$118.2K)
Filed 2026-11-05
Innova Wealth Partners
DECREASED
Shares3,394 from 3,399
Change-5 (0%)
Value$693.1K (+$129.6K)
Filed 2026-10-21
Northwest Wealth Management, LLC
INCREASED
Shares3,393 from 2,819
Change+574 (+20%)
Value$692.9K (+$225.7K)
Filed 2026-10-30
Community Financial Services Group, LLC
INCREASED
Shares3,392 from 3,129
Change+263 (+8%)
Value$702.5K (+$184.0K)
Filed 2026-10-15
Reaves W H & Co Inc
DECREASED
Shares3,388 from 3,416
Change-28 (-1%)
Value$691.9K (+$125.6K)
Filed 2026-11-06
Vista Investment Partners II, LLC
DECREASED
Shares3,382 from 4,076
Change-694 (-17%)
Value$690.7K (+$15.0K)
Filed 2026-10-15
KDK Private Wealth Management, LLC
INCREASED
Shares3,376 from 3,350
Change+26 (+1%)
Value$689.4K (+$134.1K)
Filed 2026-11-03
Floyd Financial Group LLC
INCREASED
Shares3,374 from 3,364
Change+10 (+0%)
Value$734.6K (+$123.2K)
Filed 2026-10-28
Sunbeam Capital Management, LLC
DECREASED
Shares3,357 from 3,621
Change-264 (-7%)
Value$685.6K (+$85.4K)
Filed 2026-11-05
Gould Asset Management LLC
UNCHANGED
Shares3,354 from 3,354
Change0 (0%)
Value$684.9K (+$129.0K)
Filed 2026-11-06
Westside Investment Management, Inc.
INCREASED
Shares3,338 from 3,241
Change+97 (+3%)
Value$682.5K (+$145.2K)
Filed 2026-11-02
Wagner Wealth Management, Corp
NEW
Shares3,332
Change+3,332
Value$680.4K
Filed 2026-10-20
Ares Financial Consulting, LLC
INCREASED
Shares3,328 from 3,231
Change+97 (+3%)
Value$679.7K (+$144.2K)
Filed 2026-10-19
HWG Holdings LP
INCREASED
Shares3,326 from 3,316
Change+10 (+0%)
Value$679.2K (+$129.5K)
Filed 2026-10-08
Mainsail Asset Management, LLC
INCREASED
Shares3,319 from 3,088
Change+231 (+7%)
Value$688.9K (+$110.3K)
Filed 2026-10-14
Sterling Group Wealth Management, LLC
DECREASED
Shares3,319 from 3,326
Change-7 (0%)
Value$677.7K (+$126.4K)
Filed 2026-11-03
Achmea Investment Management B.V.
NEW
Shares3,311
Change+3,311
Value$676.7K
Filed 2026-10-30
55 North Private Wealth, LLC
INCREASED
Shares3,302 from 3,210
Change+92 (+3%)
Value$674.3K (+$142.2K)
Filed 2026-10-20
Kuhn & Co Investment Counsel
INCREASED
Shares3,299 from 2,802
Change+497 (+18%)
Value$673.7K (+$209.2K)
Filed 2026-10-29
Barry Investment Advisors, LLC
DECREASED
Shares3,298 from 3,323
Change-25 (-1%)
Value$673.5K (+$122.7K)
Filed 2026-10-14
Amplius Wealth Advisors, LLC
INCREASED
Shares3,295 from 3,114
Change+181 (+6%)
Value$672.9K (+$156.7K)
Filed 2026-10-20
Arta Finance Wealth Management LLC
DECREASED
Shares3,282 from 3,438
Change-156 (-5%)
Value$670.2K (+$100.3K)
Filed 2026-10-28
Advisortrust Partners, LLC
INCREASED
Shares3,277 from 2,645
Change+632 (+24%)
Value$669.2K (+$230.8K)
Filed 2026-11-02
Midwest Financial Group LLC
DECREASED
Shares3,271 from 3,351
Change-80 (-2%)
Value$668.0K (+$112.6K)
Filed 2026-10-15
MW Advisory, LLC
INCREASED
Shares3,264 from 2,977
Change+287 (+10%)
Value$666.5K (+$173.1K)
Filed 2026-10-19
First Bancorp, Inc
INCREASED
Shares3,236 from 3,176
Change+60 (+2%)
Value$660.8K (+$134.4K)
Filed 2026-10-26
Salomon & Ludwin, LLC
DECREASED
Shares3,225 from 3,293
Change-68 (-2%)
Value$658.6K (+$113.0K)
Filed 2026-10-29
Kestra Investment Management, LLC
DECREASED
Shares3,221 from 5,795
Change-2,574 (-44%)
Value$657.8K (-$302.8K)
Filed 2026-11-04
Horizon Wealth Management, LLC
INCREASED
Shares3,220 from 3,181
Change+39 (+1%)
Value$657.7K (+$130.4K)
Filed 2026-11-02
Adelphi Trust Co
INCREASED
Shares3,219 from 3,067
Change+152 (+5%)
Value$657.4K (+$149.0K)
Filed 2026-10-05
W Advisors, LLC
UNCHANGED
Shares3,218 from 3,218
Change0 (0%)
Value$657.2K (+$123.8K)
Filed 2026-11-02
American National Bank of Texas
DECREASED
Shares3,210 from 3,269
Change-59 (-2%)
Value$655.5K (+$113.6K)
Filed 2026-10-07
Quantum Financial Advisors, LLC
INCREASED
Shares3,208 from 3,094
Change+114 (+4%)
Value$655.1K (+$142.2K)
Filed 2026-11-03
Invenio Wealth Partners LLC
DECREASED
Shares3,204 from 3,262
Change-58 (-2%)
Value$654.3K (+$113.6K)
Filed 2026-10-20
Invested Advisors
DECREASED
Shares3,204 from 3,211
Change-7 (0%)
Value$654.3K (+$122.0K)
Filed 2026-10-23
Odyssey Capital Advisors, Inc.
DECREASED
Shares3,201 from 3,365
Change-164 (-5%)
Value$653.7K (+$95.9K)
Filed 2026-10-26
Trust Co of the South
INCREASED
Shares3,196 from 2,996
Change+200 (+7%)
Value$652.7K (+$156.0K)
Filed 2026-10-21
New Perspectives, Inc
INCREASED
Shares3,188 from 2,276
Change+912 (+40%)
Value$651.1K (+$273.8K)
Filed 2026-10-14
Blue Water Asset Management
INCREASED
Shares3,175 from 3,151
Change+24 (+1%)
Value$648.5K (+$126.1K)
Filed 2026-11-04
Convergence Investment Partners, LLC
DECREASED
Shares3,175 from 3,180
Change-5 (0%)
Value$648.4K (+$121.3K)
Filed 2026-10-28
Global X Japan Co., Ltd.
DECREASED
Shares3,172 from 3,173
Change-1 (0%)
Value$647.8K (+$121.8K)
Filed 2026-10-21
Renasant Bank
DECREASED
Shares3,166 from 3,184
Change-18 (-1%)
Value$646.5K (+$118.7K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
INCREASED
Shares3,142 from 3,139
Change+3 (+0%)
Value$641.6K (+$121.3K)
Filed 2026-10-16
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares3,138 from 3,063
Change+75 (+2%)
Value$640.8K (+$133.1K)
Filed 2026-11-02
Phoenix Wealth Advisors
UNCHANGED
Shares3,129 from 3,129
Change0 (0%)
Value$638.9K (+$120.3K)
Filed 2026-11-03
West Bancorporation Inc
INCREASED
Shares3,123 from 2,863
Change+260 (+9%)
Value$637.7K (+$163.2K)
Filed 2026-10-29
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares3,114 from 3,122
Change-8 (0%)
Value$635.9K (+$118.4K)
Filed 2026-11-03
CJM Wealth Advisers, Ltd.
DECREASED
Shares3,112 from 3,133
Change-21 (-1%)
Value$635.6K (+$116.3K)
Filed 2026-10-27
Wise Wealth Partners
INCREASED
Shares3,105 from 3,100
Change+5 (+0%)
Value$634.0K (+$120.2K)
Filed 2026-10-14
Hardworking Capital Advisors, LLC
NEW
Shares3,104
Change+3,104
Value$633.9K
Filed 2026-10-20
Scott Capital Advisors, LLC
NEW
Shares3,099
Change+3,099
Value$635.8K
Filed 2026-10-13
Summit Financial Strategies, Inc.
INCREASED
Shares3,099 from 3,034
Change+65 (+2%)
Value$632.8K (+$129.9K)
Filed 2026-10-14
Vanguard Capital Wealth Advisors
INCREASED
Shares3,092 from 2,818
Change+274 (+10%)
Value$631.5K (+$164.3K)
Filed 2026-10-16
Baron Wealth Management LLC
INCREASED
Shares3,091 from 2,425
Change+666 (+27%)
Value$631.2K (+$229.3K)
Filed 2026-10-27
Tranquility Partners, LLC
INCREASED
Shares3,091 from 3,056
Change+35 (+1%)
Value$631.2K (+$124.6K)
Filed 2026-10-20
Banyan Capital Management, Inc.
DECREASED
Shares3,088 from 3,566
Change-478 (-13%)
Value$630.6K (+$39.5K)
Filed 2026-11-05
MN Wealth Advisors, LLC
DECREASED
Shares3,087 from 3,186
Change-99 (-3%)
Value$630.5K (+$102.3K)
Filed 2026-10-23
J2 Capital Management Inc
DECREASED
Shares3,086 from 3,110
Change-24 (-1%)
Value$630.2K (+$114.7K)
Filed 2026-10-19
Prospera Capital Management, LLC
INCREASED
Shares3,065 from 2,979
Change+86 (+3%)
Value$625.8K (+$125.0K)
Filed 2026-10-19
RDA Financial Network
DECREASED
Shares3,048 from 3,648
Change-600 (-16%)
Value$622.4K (+$17.8K)
Filed 2026-10-15
Focused Wealth Management, Inc
INCREASED
Shares3,045 from 2,928
Change+117 (+4%)
Value$621.9K (+$136.5K)
Filed 2026-10-30
Byrne Asset Management LLC
DECREASED
Shares3,023 from 3,051
Change-28 (-1%)
Value$626.1K (+$120.3K)
Filed 2026-10-06
International Private Wealth Advisors LLC
INCREASED
Shares3,021 from 2,915
Change+106 (+4%)
Value$616.9K (+$133.7K)
Filed 2026-11-05
Aufman Associates Inc
INCREASED
Shares3,017 from 2,949
Change+68 (+2%)
Value$616.3K (+$127.5K)
Filed 2026-11-04
Tempus Wealth Planning, LLC
DECREASED
Shares3,014 from 6,112
Change-3,098 (-51%)
Value$615.6K (-$397.5K)
Filed 2026-10-14
Crown Wealth Group, LLC
INCREASED
Shares3,013 from 2,878
Change+135 (+5%)
Value$615.3K (+$138.2K)
Filed 2026-10-19
Aspire Private Capital, LLC
NEW
Shares3,011
Change+3,011
Value$614.9K
Filed 2026-11-05
Navigate Wealth Management, LLC
DECREASED
Shares3,011 from 3,031
Change-20 (-1%)
Value$638.3K (+$70.3K)
Filed 2026-10-14
Cadent Capital Advisors, LLC
INCREASED
Shares3,011 from 2,999
Change+12 (+0%)
Value$614.8K (+$117.6K)
Filed 2026-10-09
Physician Wealth Advisors, Inc.
INCREASED
Shares3,005 from 2,872
Change+133 (+5%)
Value$613.7K (+$137.7K)
Filed 2026-10-20
Beacon Financial Advisory LLC
INCREASED
Shares2,997 from 2,663
Change+334 (+13%)
Value$612.1K (+$170.7K)
Filed 2026-10-16
Spartan Planning & Wealth Management
INCREASED
Shares2,991 from 2,509
Change+482 (+19%)
Value$610.7K (+$194.8K)
Filed 2026-10-13
Eukles Asset Management
DECREASED
Shares2,980 from 2,982
Change-2 (0%)
Value$608.5K (+$114.2K)
Filed 2026-11-04
First Business Financial Services, Inc.
DECREASED
Shares2,972 from 3,069
Change-97 (-3%)
Value$606.9K (+$98.2K)
Filed 2026-10-29
Ddfg, Inc
INCREASED
Shares2,971 from 2,965
Change+6 (+0%)
Value$606.7K (+$115.2K)
Filed 2026-10-15
Cabot Wealth Management Inc
UNCHANGED
Shares2,968 from 2,968
Change0 (0%)
Value$606.1K (+$114.1K)
Filed 2026-11-05
Hara Capital LLC
UNCHANGED
Shares2,966 from 2,966
Change0 (0%)
Value$605.7K (+$114.0K)
Filed 2026-10-30
Visionary Horizons, LLC
INCREASED
Shares2,962 from 2,930
Change+32 (+1%)
Value$605.0K (+$119.3K)
Filed 2026-10-22
Optima Capital LLC
DECREASED
Shares2,959 from 3,608
Change-649 (-18%)
Value$604.3K (+$6.3K)
Filed 2026-10-29
Sprinkle Financial Consultants LLC
DECREASED
Shares2,953 from 3,423
Change-470 (-14%)
Value$603.1K (+$35.7K)
Filed 2026-10-09
Private Client Services, LLC
INCREASED
Shares2,951 from 2,692
Change+259 (+10%)
Value$602.6K (+$156.4K)
Filed 2026-10-02
Copeland Capital Management, LLC
NEW
Shares2,950
Change+2,950
Value$602.4K
Filed 2026-10-13
Canton Hathaway, LLC
UNCHANGED
Shares2,937 from 2,937
Change0 (0%)
Value$599.8K (+$112.9K)
Filed 2026-10-23
Prairie Advisory, LLC
INCREASED
Shares2,930 from 1,462
Change+1,468 (+100%)
Value$598.4K (+$356.1K)
Filed 2026-10-19
Yoffe Investment Management, LLC
UNCHANGED
Shares2,927 from 2,927
Change0 (0%)
Value$597.6K (+$112.5K)
Filed 2026-11-02
Worthington Financial Partners, LLC
UNCHANGED
Shares2,924 from 2,924
Change0 (0%)
Value$597.1K (+$112.4K)
Filed 2026-10-13
Ameliora Wealth Management Ltd.
UNCHANGED
Shares2,923 from 2,923
Change0 (0%)
Value$596.9K (+$112.4K)
Filed 2026-10-23
Clarity Wealth Advisors, LLC
DECREASED
Shares2,920 from 3,372
Change-452 (-13%)
Value$596.4K (+$37.4K)
Filed 2026-10-21
Alliance Wealth Advisors, LLC
INCREASED
Shares2,916 from 2,563
Change+353 (+14%)
Value$595.6K (+$170.7K)
Filed 2026-10-28
Compagnie Lombard Odier SCmA
INCREASED
Shares2,910 from 2,640
Change+270 (+10%)
Value$594.3K (+$156.6K)
Filed 2026-11-04
Sage Rhino Capital LLC
DECREASED
Shares2,910 from 2,915
Change-5 (0%)
Value$594.3K (+$111.1K)
Filed 2026-10-28
IVC Wealth Advisors LLC
DECREASED
Shares2,888 from 3,092
Change-204 (-7%)
Value$589.8K (+$77.2K)
Filed 2026-10-23
Lesa Sroufe & Co
UNCHANGED
Shares2,888 from 2,888
Change0 (0%)
Value$590.0K (+$111.0K)
Filed 2026-10-29
Smith Partners Wealth Management, LLC
INCREASED
Shares2,887 from 2,805
Change+82 (+3%)
Value$589.6K (+$124.6K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
DECREASED
Shares2,884 from 3,243
Change-359 (-11%)
Value$588.9K (+$51.3K)
Filed 2026-10-28
Appleton Partners Inc
INCREASED
Shares2,881 from 2,490
Change+391 (+16%)
Value$588.0K (+$175.0K)
Filed 2026-10-30
American Institute for Advanced Investment Management, LLP
INCREASED
Shares2,881 from 2,641
Change+240 (+9%)
Value$588.3K (+$150.6K)
Filed 2026-11-03
Fragasso Financial Advisors Inc
INCREASED
Shares2,877 from 2,715
Change+162 (+6%)
Value$609.9K (+$159.9K)
Filed 2026-10-13
Bosman Wealth Management, LLC
UNCHANGED
Shares2,877 from 2,877
Change0 (0%)
Value$587.5K (+$110.6K)
Filed 2026-10-28
Seelaus Asset Management LLC
INCREASED
Shares2,850 from 2,470
Change+380 (+15%)
Value$530.1K (+$120.7K)
Filed 2026-10-14
LBP AM SA
DECREASED
Shares2,839 from 6,287
Change-3,448 (-55%)
Value$579.8K (-$462.4K)
Filed 2026-11-06
Archvest Wealth Advisors, Inc.
INCREASED
Shares2,837 from 2,461
Change+376 (+15%)
Value$579.4K (+$171.5K)
Filed 2026-10-29
Tuttle Capital Management, LLC
NEW
Shares2,836
Change+2,836
Value$579.1K
Filed 2026-10-21
TSG Advice Partners, LLC
NEW
Shares2,834
Change+2,834
Value$469.8K
Filed 2026-10-29
RTD Financial Advisors, Inc.
UNCHANGED
Shares2,834 from 2,834
Change0 (0%)
Value$578.7K (+$109.0K)
Filed 2026-10-09
Well Done, LLC
INCREASED
Shares2,833 from 2,799
Change+34 (+1%)
Value$578.5K (+$114.6K)
Filed 2026-10-20
New England Capital Financial Advisors LLC
INCREASED
Shares2,832 from 2,829
Change+3 (+0%)
Value$578.2K (+$109.4K)
Filed 2026-11-03
Decker Wealth Management LLC
DECREASED
Shares2,825 from 2,857
Change-32 (-1%)
Value$576.9K (+$103.3K)
Filed 2026-10-09
PFC Capital Group, Inc.
DECREASED
Shares2,820 from 3,160
Change-340 (-11%)
Value$575.9K (+$52.9K)
Filed 2026-11-06
Compass Financial Group, Inc
INCREASED
Shares2,803 from 2,316
Change+487 (+21%)
Value$572.4K (+$188.4K)
Filed 2026-10-13
Bellecapital International Ltd.
NEW
Shares2,792
Change+2,792
Value$570.2K
Filed 2026-10-21
Grey Fox Wealth Advisors, LLC
INCREASED
Shares2,791 from 2,623
Change+168 (+6%)
Value$569.9K (+$135.1K)
Filed 2026-11-03
Mcrae Capital Management Inc
DECREASED
Shares2,775 from 3,609
Change-834 (-23%)
Value$566.9K (-$31.4K)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares2,770 from 2,411
Change+359 (+15%)
Value$565.7K (+$166.0K)
Filed 2026-10-14
Alliance Wealth Advisors, LLC
INCREASED
Shares2,769 from 2,758
Change+11 (+0%)
Value$565.5K (+$108.4K)
Filed 2026-10-14
Redwood Financial Network Corp
UNCHANGED
Shares2,765 from 2,765
Change0 (0%)
Value$564.7K (+$106.4K)
Filed 2026-11-03
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares2,761 from 2,963
Change-202 (-7%)
Value$566.4K (+$68.4K)
Filed 2026-10-19
Triune Financial Partners, LLC
INCREASED
Shares2,760 from 2,731
Change+29 (+1%)
Value$563.7K (+$111.0K)
Filed 2026-11-03
GK Wealth Management LLC
DECREASED
Shares2,751 from 3,297
Change-546 (-17%)
Value$561.7K (+$15.3K)
Filed 2026-10-09
Vision Financial Markets LLC
DECREASED
Shares2,750 from 2,953
Change-203 (-7%)
Value$566.6K (+$77.4K)
Filed 2026-10-22
CPC Advisors, LLC
INCREASED
Shares2,746 from 1,225
Change+1,521 (+124%)
Value$560.8K (+$357.8K)
Filed 2026-10-21
Sterling Investment Counsel, LLC
INCREASED
Shares2,738 from 2,046
Change+692 (+34%)
Value$559.1K (+$220.0K)
Filed 2026-10-19
Syntegra Private Wealth Group, LLC
INCREASED
Shares2,729 from 2,427
Change+302 (+12%)
Value$557.4K (+$155.1K)
Filed 2026-10-13
Nolet Wealth Management, LLC
INCREASED
Shares2,723 from 2,702
Change+21 (+1%)
Value$556.0K (+$108.2K)
Filed 2026-10-15
Heritage Wealth Management, Inc.
DECREASED
Shares2,719 from 2,727
Change-8 (0%)
Value$555.2K (+$103.2K)
Filed 2026-10-27
Adkins Seale Capital Management LLC
UNCHANGED
Shares2,707 from 2,707
Change0 (0%)
Value$552.8K (+$104.1K)
Filed 2026-10-27
Schear Investment Advisers, LLC
DECREASED
Shares2,706 from 9,701
Change-6,995 (-72%)
Value$552.5K (-$1.1M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,706 from 1,962
Change+744 (+38%)
Value$552.5K (+$227.3K)
Filed 2026-10-14
Xcel Wealth Management, LLC
DECREASED
Shares2,704 from 2,821
Change-117 (-4%)
Value$552.2K (+$84.6K)
Filed 2026-10-26
Carlson Financial, Inc.
INCREASED
Shares2,703 from 2,681
Change+22 (+1%)
Value$551.9K (+$107.4K)
Filed 2026-11-05
Pettinga Financial Advisors LLC
INCREASED
Shares2,692 from 2,687
Change+5 (+0%)
Value$549.8K (+$104.4K)
Filed 2026-10-13
TFC Financial Management, Inc.
UNCHANGED
Shares2,691 from 2,691
Change0 (0%)
Value$549.6K (+$103.5K)
Filed 2026-10-26
K2 Financial Inc.
INCREASED
Shares2,683 from 2,678
Change+5 (+0%)
Value$576.8K (+$126.5K)
Filed 2026-10-26
Gibraltar Capital Management, Inc.
INCREASED
Shares2,679 from 2,381
Change+298 (+13%)
Value$547.1K (+$152.4K)
Filed 2026-10-27
Clear Wave Wealth Management LLC
INCREASED
Shares2,663 from 2,630
Change+33 (+1%)
Value$543.8K (+$107.9K)
Filed 2026-11-04
Princeton Capital Management LLC
DECREASED
Shares2,662 from 2,691
Change-29 (-1%)
Value$543.6K (+$97.5K)
Filed 2026-10-27
Adamsbrown Wealth Consultants LLC
INCREASED
Shares2,659 from 2,637
Change+22 (+1%)
Value$543.1K (+$105.9K)
Filed 2026-10-20
Heritage Wealth Management, Inc. s
INCREASED
Shares2,652 from 2,641
Change+11 (+0%)
Value$541.5K (+$103.8K)
Filed 2026-11-06
West Wealth Group, LLC
INCREASED
Shares2,651 from 2,429
Change+222 (+9%)
Value$541.4K (+$138.6K)
Filed 2026-10-14
Triton Wealth Management, Pllc
DECREASED
Shares2,651 from 2,751
Change-100 (-4%)
Value$597.3K (+$113.1K)
Filed 2026-11-04
MRA Advisory Group
DECREASED
Shares2,650 from 9,706
Change-7,056 (-73%)
Value$541.1K (-$1.1M)
Filed 2026-10-07
Deltec Asset Management LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$541.2K (+$101.9K)
Filed 2026-10-26
Smith Shellnut Wilson LLC
UNCHANGED
Shares2,649 from 2,649
Change0 (0%)
Value$541.0K (+$101.9K)
Filed 2026-10-21
Montis Financial, LLC
DECREASED
Shares2,646 from 3,329
Change-683 (-21%)
Value$540.3K (-$11.5K)
Filed 2026-11-04
McHugh Group, LLC
UNCHANGED
Shares2,645 from 2,645
Change0 (0%)
Value$540.1K (+$101.7K)
Filed 2026-10-19
bLong Financial, LLC
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$539.1K (+$101.5K)
Filed 2026-10-29
Holland Advisory Services, Inc.
DECREASED
Shares2,627 from 2,689
Change-62 (-2%)
Value$536.6K (+$90.8K)
Filed 2026-10-26
Vestia Personal Wealth Advisors
INCREASED
Shares2,621 from 2,323
Change+298 (+13%)
Value$535.3K (+$150.3K)
Filed 2026-10-20
Trust Co
DECREASED
Shares2,603 from 2,731
Change-128 (-5%)
Value$531.6K (+$78.9K)
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
INCREASED
Shares2,602 from 2,405
Change+197 (+8%)
Value$531.4K (+$132.7K)
Filed 2026-11-04
Jacobsen Capital Management
DECREASED
Shares2,602 from 2,626
Change-24 (-1%)
Value$531.4K (+$96.1K)
Filed 2026-10-27
RW Investment Management LLC
INCREASED
Shares2,600 from 2,435
Change+165 (+7%)
Value$530.9K (+$127.3K)
Filed 2026-11-03
Towercrest Capital Management
UNCHANGED
Shares2,599 from 2,599
Change0 (0%)
Value$530.7K (+$99.9K)
Filed 2026-10-23
Hidden Cove Wealth Management, LLC
DECREASED
Shares2,594 from 2,646
Change-52 (-2%)
Value$529.8K (+$91.1K)
Filed 2026-10-19
Crane Advisory, LLC
UNCHANGED
Shares2,588 from 2,588
Change0 (0%)
Value$534.3K (+$58.5K)
Filed 2026-10-13
Obsidian CIO, LLC
INCREASED
Shares2,584 from 2,317
Change+267 (+12%)
Value$527.7K (+$143.7K)
Filed 2026-11-05
Providence First Trust Co
NEW
Shares2,578
Change+2,578
Value$526.5K
Filed 2026-11-02
Good Harbor Advisors, Inc.
DECREASED
Shares2,572 from 2,754
Change-182 (-7%)
Value$525.4K (+$68.7K)
Filed 2026-10-20
Solidarity Wealth, LLC
INCREASED
Shares2,572 from 2,409
Change+163 (+7%)
Value$525.2K (+$125.9K)
Filed 2026-10-15
Voisard Asset Management Group, Inc.
INCREASED
Shares2,569 from 2,430
Change+139 (+6%)
Value$524.6K (+$121.8K)
Filed 2026-10-13
Sentry LLC
DECREASED
Shares2,567 from 2,997
Change-430 (-14%)
Value$524.2K (+$27.4K)
Filed 2026-10-30
Fortress Financial Solutions, LLC
NEW
Shares2,559
Change+2,559
Value$522.5K
Filed 2026-10-14
Sylvest Advisors, LLC
DECREASED
Shares2,554 from 2,577
Change-23 (-1%)
Value$521.5K (+$94.4K)
Filed 2026-10-26
Capstone Wealth Management, LLC
INCREASED
Shares2,551 from 2,334
Change+217 (+9%)
Value$520.9K (+$134.1K)
Filed 2026-11-02
RIA Advisory Group LLC
DECREASED
Shares2,551 from 2,610
Change-59 (-2%)
Value$520.9K (+$88.2K)
Filed 2026-10-15
Apeiron RIA LLC
DECREASED
Shares2,539 from 7,821
Change-5,282 (-68%)
Value$525.9K (-$770.5K)
Filed 2026-10-08
Form Wealth Advisors, LLC
INCREASED
Shares2,539 from 2,536
Change+3 (+0%)
Value$518.6K (+$98.2K)
Filed 2026-10-13
Eddie Patel Inc
INCREASED
Shares2,535 from 2,172
Change+363 (+17%)
Value$517.8K (+$157.8K)
Filed 2026-11-02
Decision Investments, Inc
UNCHANGED
Shares2,534 from 2,534
Change0 (0%)
Value$517.5K (+$97.4K)
Filed 2026-10-07
Total Investment Management Inc
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$515.1K (+$18.6K)
Filed 2026-10-22
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares2,510 from 2,513
Change-3 (0%)
Value$512.6K (+$96.0K)
Filed 2026-10-14
Western Financial Corp
INCREASED
Shares2,503 from 2,495
Change+8 (+0%)
Value$511.1K (+$97.5K)
Filed 2026-10-14
Harold Davidson & Associates Inc.
DECREASED
Shares2,500 from 2,590
Change-90 (-3%)
Value$510.5K (+$81.2K)
Filed 2026-10-29
Alliance Wealth Management Group
UNCHANGED
Shares2,499 from 2,499
Change0 (0%)
Value$510.3K (+$96.1K)
Filed 2026-10-29
Richwood Investment Advisors, LLC
INCREASED
Shares2,498 from 2,341
Change+157 (+7%)
Value$510.3K (+$122.3K)
Filed 2026-10-30
Marks Group Wealth Management, Inc
DECREASED
Shares2,496 from 6,419
Change-3,923 (-61%)
Value$509.8K (-$554.2K)
Filed 2026-11-05
Holos Integrated Wealth LLC
DECREASED
Shares2,492 from 2,550
Change-58 (-2%)
Value$559.2K (+$115.4K)
Filed 2026-10-23
Factor Wealth Management LTD
INCREASED
Shares2,485 from 2,479
Change+6 (+0%)
Value$507.4K (+$96.5K)
Filed 2026-10-08
SoundView Advisors Inc.
UNCHANGED
Shares2,481 from 2,481
Change0 (0%)
Value$506.0K (+$95.0K)
Filed 2026-11-04
Strategic Planning Group, LLC
NEW
Shares2,479
Change+2,479
Value$506.4K
Filed 2026-10-22
Canvas Wealth Advisors, LLC
DECREASED
Shares2,478 from 2,510
Change-32 (-1%)
Value$573.6K (+$157.5K)
Filed 2026-11-02
Midwest Heritage Bank, FSB
INCREASED
Shares2,474 from 2,473
Change+1 (+0%)
Value$505.1K (+$95.1K)
Filed 2026-10-26
AWM Capital, LLC
INCREASED
Shares2,466 from 1,621
Change+845 (+52%)
Value$503.6K (+$234.9K)
Filed 2026-10-16
DLK Investment Management, LLC
DECREASED
Shares2,466 from 2,693
Change-227 (-8%)
Value$503.6K (+$82.4K)
Filed 2026-10-09
111 Capital
DECREASED
Shares2,465 from 17,765
Change-15,300 (-86%)
Value$503.4K (-$2.4M)
Filed 2026-11-03
Capstone Wealth Management Group, Inc.
DECREASED
Shares2,465 from 2,532
Change-67 (-3%)
Value$503.3K (+$83.6K)
Filed 2026-10-19
Pathway Financial Advisors LLC
UNCHANGED
Shares2,462 from 2,462
Change0 (0%)
Value$502.8K (+$86.2K)
Filed 2026-10-07
Quad-Cities Investment Group, LLC
INCREASED
Shares2,460 from 1,529
Change+931 (+61%)
Value$502.3K (+$248.8K)
Filed 2026-10-16
Red Mountain Financial, LLC
INCREASED
Shares2,457 from 2,151
Change+306 (+14%)
Value$501.7K (+$145.2K)
Filed 2026-11-03
Hoey Investments, Inc
INCREASED
Shares2,457 from 2,230
Change+227 (+10%)
Value$501.7K (+$131.9K)
Filed 2026-10-29
Mountain Capital Investment Advisors Inc.
INCREASED
Shares2,456 from 2,377
Change+79 (+3%)
Value$501.5K (+$107.5K)
Filed 2026-11-06
Willner & Heller, LLC
DECREASED
Shares2,455 from 2,469
Change-14 (-1%)
Value$501.2K (+$91.9K)
Filed 2026-10-28
Avaii Wealth Management, LLC
DECREASED
Shares2,443 from 2,884
Change-441 (-15%)
Value$505.0K (+$27.0K)
Filed 2026-10-09
AGH Wealth Advisors, LLC
DECREASED
Shares2,433 from 2,821
Change-388 (-14%)
Value$496.8K (+$29.2K)
Filed 2026-10-26
Sound Portfolio Advisors, LLC
UNCHANGED
Shares2,432 from 2,432
Change0 (0%)
Value$496.6K (+$93.5K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares2,431 from 2,432
Change-1 (0%)
Value$496.5K (+$93.4K)
Filed 2026-10-13
Key Client Fiduciary Advisors, LLC
DECREASED
Shares2,429 from 2,433
Change-4 (0%)
Value$496.1K (+$92.8K)
Filed 2026-10-19
Gratus Wealth Advisors, LLC
INCREASED
Shares2,428 from 2,371
Change+57 (+2%)
Value$495.8K (+$102.8K)
Filed 2026-10-26
Slocum, Gordon & Co LLP
UNCHANGED
Shares2,428 from 2,428
Change0 (0%)
Value$495.8K (+$93.4K)
Filed 2026-10-19
Owl Creek Wealth Partners LLC
INCREASED
Shares2,427 from 2,402
Change+25 (+1%)
Value$495.6K (+$97.5K)
Filed 2026-10-20
William Allan Corp
DECREASED
Shares2,423 from 2,671
Change-248 (-9%)
Value$494.8K (+$52.1K)
Filed 2026-10-14
Argos Wealth Advisors, LLC
DECREASED
Shares2,423 from 2,463
Change-40 (-2%)
Value$494.8K (+$86.5K)
Filed 2026-11-02
MinichMacGregor Wealth Management, LLC
INCREASED
Shares2,420 from 2,398
Change+22 (+1%)
Value$494.3K (+$96.7K)
Filed 2026-10-14
MKT Advisors LLC
DECREASED
Shares2,417 from 2,482
Change-65 (-3%)
Value$511.2K (+$79.2K)
Filed 2026-10-20
McLean Asset Management Corp
INCREASED
Shares2,417 from 2,415
Change+2 (+0%)
Value$514.6K (+$39.1K)
Filed 2026-11-06
Cahaba Wealth Management, Inc.
INCREASED
Shares2,412 from 2,075
Change+337 (+16%)
Value$492.6K (+$148.7K)
Filed 2026-10-26
Elser Financial Planning, Inc
INCREASED
Shares2,404 from 2,365
Change+39 (+2%)
Value$491.0K (+$98.9K)
Filed 2026-10-16
Worth Financial Advisory Group, LLC
DECREASED
Shares2,395 from 2,619
Change-224 (-9%)
Value$489.1K (+$55.0K)
Filed 2026-10-19
Legacy Financial Group, Inc.
INCREASED
Shares2,391 from 2,071
Change+320 (+15%)
Value$488.2K (+$145.0K)
Filed 2026-10-21
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares2,390 from 2,390
Change0 (0%)
Value$488.0K (+$92.0K)
Filed 2026-11-04
Richardson Financial Services Inc.
INCREASED
Shares2,387 from 2,203
Change+184 (+8%)
Value$487.4K (+$122.3K)
Filed 2026-10-30
Asset Advisors Investment Management, LLC
DECREASED
Shares2,381 from 2,692
Change-311 (-12%)
Value$486.2K (+$40.0K)
Filed 2026-10-19
BancFirst Trust & Investment Management
DECREASED
Shares2,362 from 2,849
Change-487 (-17%)
Value$482.7K (+$2.8K)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED
Shares2,362 from 2,074
Change+288 (+14%)
Value$482.3K (+$138.6K)
Filed 2026-11-02
Stevens Capital Partners
INCREASED
Shares2,359 from 1,744
Change+615 (+35%)
Value$481.8K (+$192.6K)
Filed 2026-10-29
Terril Brothers, Inc.
DECREASED
Shares2,344 from 2,594
Change-250 (-10%)
Value$478.7K (+$48.7K)
Filed 2026-11-06
Rede Wealth, LLC
UNCHANGED
Shares2,339 from 2,339
Change0 (0%)
Value$477.7K (+$90.1K)
Filed 2026-10-22
Shayne & Jacobs, LLC
UNCHANGED
Shares2,334 from 2,334
Change0 (0%)
Value$476.6K (+$89.7K)
Filed 2026-10-21
Kooman & Associates
DECREASED
Shares2,333 from 2,352
Change-19 (-1%)
Value$476.4K (+$86.6K)
Filed 2026-10-21
Eagle Harbor Asset Management Inc
INCREASED
Shares2,332 from 2,331
Change+1 (+0%)
Value$476.3K (+$89.8K)
Filed 2026-10-21
Genesis Private Wealth, LLC
INCREASED
Shares2,330 from 2,233
Change+97 (+4%)
Value$475.8K (+$105.7K)
Filed 2026-11-02
Broadway Wealth Solutions, Inc.
DECREASED
Shares2,330 from 2,336
Change-6 (0%)
Value$476.0K (+$88.7K)
Filed 2026-10-21
Essex LLC
INCREASED
Shares2,326 from 2,324
Change+2 (+0%)
Value$474.9K (+$89.8K)
Filed 2026-10-14
North Point Portfolio Managers Corp
INCREASED
Shares2,316 from 1,906
Change+410 (+22%)
Value$473.0K (+$157.0K)
Filed 2026-10-07
Parisi Gray Wealth Management
INCREASED
Shares2,313 from 2,297
Change+16 (+1%)
Value$472.4K (+$91.7K)
Filed 2026-10-16
Virtue Capital Management, LLC
DECREASED
Shares2,309 from 3,260
Change-951 (-29%)
Value$471.5K (-$68.9K)
Filed 2026-10-29
IFS Advisors, LLC
INCREASED
Shares2,308 from 562
Change+1,746 (+311%)
Value$471.5K (+$378.3K)
Filed 2026-10-14
Scissortail Wealth Management, LLC
INCREASED
Shares2,306 from 1,913
Change+393 (+21%)
Value$470.9K (+$153.8K)
Filed 2026-11-03
Cannon Financial Strategists, Inc.
INCREASED
Shares2,303 from 2,302
Change+1 (+0%)
Value$470.2K (+$88.7K)
Filed 2026-10-19
Cambridge Financial Group, LLC
UNCHANGED
Shares2,299 from 2,299
Change0 (0%)
Value$381.1K ($0)
Filed 2026-10-06
JAG Capital Management, LLC
UNCHANGED
Shares2,297 from 2,297
Change0 (0%)
Value$469.1K (+$88.3K)
Filed 2026-11-06
Peirce Capital Management, LLC
INCREASED
Shares2,294 from 2,115
Change+179 (+8%)
Value$468.5K (+$117.9K)
Filed 2026-10-19
CrossGen Wealth, LLC
INCREASED
Shares2,294 from 2,293
Change+1 (+0%)
Value$468.4K (+$88.4K)
Filed 2026-10-30
Omni 360 Wealth, Inc.
UNCHANGED
Shares2,294 from 2,294
Change0 (0%)
Value$468.5K (+$88.2K)
Filed 2026-10-13
Aspetuck Financial Management LLC
NEW
Shares2,289
Change+2,289
Value$467.4K
Filed 2026-11-04
Redwood Family Wealth LLC
DECREASED
Shares2,287 from 2,479
Change-192 (-8%)
Value$467.0K (+$56.1K)
Filed 2026-10-20
MB, Levis & Associates, LLC
DECREASED
Shares2,284 from 2,626
Change-342 (-13%)
Value$466.4K (+$31.1K)
Filed 2026-10-16
Shira Ridge Wealth Management
DECREASED
Shares2,281 from 2,537
Change-256 (-10%)
Value$465.8K (+$45.3K)
Filed 2026-10-09
Mountain Pacific Investment Advisers LLC
INCREASED
Shares2,280 from 2,170
Change+110 (+5%)
Value$465.6K (+$105.9K)
Filed 2026-10-29
TruNorth Capital Management, LLC
INCREASED
Shares2,279 from 2,161
Change+118 (+5%)
Value$465.4K (+$107.2K)
Filed 2026-10-14
Novem Group
DECREASED
Shares2,275 from 2,305
Change-30 (-1%)
Value$464.6K (+$82.4K)
Filed 2026-10-19
Mitchell Capital Management Co
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$461.5K (+$86.9K)
Filed 2026-10-29
Tortoise Investment Management, LLC
INCREASED
Shares2,255 from 2,134
Change+121 (+6%)
Value$460.5K (+$106.7K)
Filed 2026-11-06
Matisse Capital
DECREASED
Shares2,253 from 2,312
Change-59 (-3%)
Value$460.1K (+$76.8K)
Filed 2026-10-29
Kraft, Davis & Associates, LLC
UNCHANGED
Shares2,252 from 2,252
Change0 (0%)
Value$506.5K (+$110.8K)
Filed 2026-10-21
Kings Path Partners LLC
DECREASED
Shares2,249 from 2,279
Change-30 (-1%)
Value$459.3K (+$81.5K)
Filed 2026-10-21
Succession Financial, Inc.
UNCHANGED
Shares2,249 from 2,249
Change0 (0%)
Value$459.3K (+$86.5K)
Filed 2026-10-14
Valley National Advisers Inc
INCREASED
Shares2,237 from 2,212
Change+25 (+1%)
Value$456.8K (+$90.2K)
Filed 2026-10-23
Stillwater Wealth Management Group
DECREASED
Shares2,235 from 2,337
Change-102 (-4%)
Value$456.4K (+$69.0K)
Filed 2026-10-21
Kagan Cocozza Asset Management
INCREASED
Shares2,228 from 1,750
Change+478 (+27%)
Value$454.9K (+$164.9K)
Filed 2026-10-19
Rise Advisors, LLC
INCREASED
Shares2,225 from 1,639
Change+586 (+36%)
Value$454.4K (+$182.8K)
Filed 2026-10-16
Compass Wealth Management, LLC
DECREASED
Shares2,221 from 2,222
Change-1 (0%)
Value$453.7K (+$85.5K)
Filed 2026-10-30
Appalachian Capital Management Ltd
UNCHANGED
Shares2,218 from 2,218
Change0 (0%)
Value$452.9K (+$85.3K)
Filed 2026-10-14
Puff Wealth Management, LLC
UNCHANGED
Shares2,216 from 2,216
Change0 (0%)
Value$452.6K (+$85.3K)
Filed 2026-10-07
Hurlow Wealth Management Group, Inc.
INCREASED
Shares2,215 from 2,211
Change+4 (+0%)
Value$452.3K (+$85.8K)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
INCREASED
Shares2,213 from 2,093
Change+120 (+6%)
Value$452.0K (+$105.0K)
Filed 2026-10-27
Ballast, Inc.
INCREASED
Shares2,213 from 2,185
Change+28 (+1%)
Value$451.9K (+$89.7K)
Filed 2026-10-20
Advocate Investing Services LLC
DECREASED
Shares2,207 from 2,240
Change-33 (-1%)
Value$450.7K (+$79.4K)
Filed 2026-10-26
Legacy Edge Advisors, LLC
DECREASED
Shares2,201 from 2,261
Change-60 (-3%)
Value$449.5K (+$74.7K)
Filed 2026-11-06
Investment Planning Advisors, Inc.
INCREASED
Shares2,179 from 1,744
Change+435 (+25%)
Value$445.0K (+$156.0K)
Filed 2026-10-14
Parkway Wealth Management Group, LLC
INCREASED
Shares2,179 from 2,166
Change+13 (+1%)
Value$445.1K (+$86.1K)
Filed 2026-10-20
Acorn Creek Capital LLC
DECREASED
Shares2,176 from 2,240
Change-64 (-3%)
Value$444.3K (+$73.0K)
Filed 2026-11-05
Ridgewood Investments LLC
DECREASED
Shares2,168 from 2,568
Change-400 (-16%)
Value$442.7K (+$17.1K)
Filed 2026-10-05
Latitude Advisors, LLC
INCREASED
Shares2,167 from 1,866
Change+301 (+16%)
Value$442.5K (+$133.3K)
Filed 2026-10-27
Ellerson Group Inc
DECREASED
Shares2,165 from 2,727
Change-562 (-21%)
Value$487.7K (+$35.7K)
Filed 2026-11-04
Idaho Trust Co
INCREASED
Shares2,164 from 2,100
Change+64 (+3%)
Value$441.9K (+$93.8K)
Filed 2026-11-04
Birchbrook, Inc.
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$441.1K (+$83.1K)
Filed 2026-10-14
Arbor Investment Advisors, LLC
INCREASED
Shares2,158 from 2,157
Change+1 (+0%)
Value$440.7K (+$83.1K)
Filed 2026-10-26
Manchester Financial Inc
DECREASED
Shares2,156 from 2,195
Change-39 (-2%)
Value$440.2K (+$76.4K)
Filed 2026-10-15
Aletheian Wealth Advisors LLC
INCREASED
Shares2,155 from 2,138
Change+17 (+1%)
Value$440.1K (+$85.7K)
Filed 2026-10-08
Squire Investment Management Company, LLC
INCREASED
Shares2,150 from 1,739
Change+411 (+24%)
Value$439.0K (+$150.7K)
Filed 2026-11-03
Charter Capital Management, Llc\de
INCREASED
Shares2,148 from 2,118
Change+30 (+1%)
Value$438.7K (+$87.6K)
Filed 2026-10-28
Seek First Inc.
DECREASED
Shares2,143 from 2,405
Change-262 (-11%)
Value$437.5K (+$39.0K)
Filed 2026-10-27
Flagship Capital Management Inc.
UNCHANGED
Shares2,142 from 2,142
Change0 (0%)
Value$437.4K (+$82.4K)
Filed 2026-10-20
Financial Security Advisor, Inc.
DECREASED
Shares2,141 from 2,168
Change-27 (-1%)
Value$437.1K (+$77.7K)
Filed 2026-11-03
Consolidated Capital Management, LLC
UNCHANGED
Shares2,141 from 2,141
Change0 (0%)
Value$437.2K (+$82.3K)
Filed 2026-10-13
Intergy Private Wealth, LLC
DECREASED
Shares2,137 from 2,200
Change-63 (-3%)
Value$436.4K (+$71.7K)
Filed 2026-10-16
Reynders McVeigh Capital Management, LLC
DECREASED
Shares2,135 from 2,212
Change-77 (-3%)
Value$435.9K (+$68.9K)
Filed 2026-10-30
MBE Wealth Management, LLC
INCREASED
Shares2,121 from 1,876
Change+245 (+13%)
Value$433.1K (+$122.2K)
Filed 2026-10-26
Guidance Capital, Inc
INCREASED
Shares2,118 from 2,068
Change+50 (+2%)
Value$482.4K (+$102.1K)
Filed 2026-11-03
Nikulski Financial, Inc.
DECREASED
Shares2,113 from 2,271
Change-158 (-7%)
Value$431.5K (+$55.1K)
Filed 2026-11-06
Boomfish Wealth Group, LLC
INCREASED
Shares2,112 from 2,045
Change+67 (+3%)
Value$431.3K (+$92.3K)
Filed 2026-10-22
Legacy Financial Strategies, LLC
INCREASED
Shares2,111 from 1,980
Change+131 (+7%)
Value$431.0K (+$102.9K)
Filed 2026-10-15
Heritage Family Offices, LLP
INCREASED
Shares2,108 from 2,001
Change+107 (+5%)
Value$430.5K (+$98.7K)
Filed 2026-11-02
James J. Burns & Company, LLC
INCREASED
Shares2,108 from 2,078
Change+30 (+1%)
Value$430.6K (+$86.1K)
Filed 2026-10-22
CMG Global Holdings, LLC
DECREASED
Shares2,106 from 2,205
Change-99 (-4%)
Value$430.1K (+$64.6K)
Filed 2026-10-14
Zinnia Wealth Advisory, LLC
INCREASED
Shares2,106 from 2,056
Change+50 (+2%)
Value$430.1K (+$89.3K)
Filed 2026-11-06
KWB Wealth
UNCHANGED
Shares2,106 from 2,106
Change0 (0%)
Value$430.1K (+$81.0K)
Filed 2026-10-16
Lee Financial Co
DECREASED
Shares2,105 from 2,192
Change-87 (-4%)
Value$429.9K (+$66.5K)
Filed 2026-10-16
Marathon Wealth Advisors LLC
DECREASED
Shares2,099 from 2,197
Change-98 (-4%)
Value$428.7K (+$64.5K)
Filed 2026-11-04
Winter & Associates, Inc.
INCREASED
Shares2,094 from 2,093
Change+1 (+0%)
Value$472.5K (+$125.6K)
Filed 2026-10-23
Kendall Capital Management
DECREASED
Shares2,090 from 2,135
Change-45 (-2%)
Value$426.8K (+$72.9K)
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares2,075
Change+2,075
Value$423.7K
Filed 2026-10-19
Trust Co of Kansas
UNCHANGED
Shares2,072 from 2,072
Change0 (0%)
Value$423.0K (+$80.0K)
Filed 2026-11-06
BlueChip Wealth Advisors LLC
INCREASED
Shares2,071 from 1,832
Change+239 (+13%)
Value$423.1K (+$119.4K)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
INCREASED
Shares2,069 from 1,975
Change+94 (+5%)
Value$422.5K (+$41.4K)
Filed 2026-10-29
DecisionMap Wealth Management, LLC
INCREASED
Shares2,066 from 2,058
Change+8 (+0%)
Value$421.9K (+$80.8K)
Filed 2026-10-29
Reyes Financial Architecture, Inc.
DECREASED
Shares2,065 from 2,977
Change-912 (-31%)
Value$421.8K (-$71.7K)
Filed 2026-10-22
Stewardship Concepts Financial Services LLC
DECREASED
Shares2,064 from 2,703
Change-639 (-24%)
Value$421.4K (-$26.6K)
Filed 2026-10-06
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares2,060 from 2,060
Change0 (0%)
Value$420.7K (+$79.2K)
Filed 2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED
Shares2,056 from 2,056
Change0 (0%)
Value$419.8K (+$79.0K)
Filed 2026-11-02
Birinyi Associates Inc
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$419.0K (+$79.0K)
Filed 2026-10-28
Quantum Private Wealth, LLC
DECREASED
Shares2,046 from 2,327
Change-281 (-12%)
Value$417.8K (+$32.1K)
Filed 2026-10-20
SpringVest Wealth Management LLC
INCREASED
Shares2,043 from 1,841
Change+202 (+11%)
Value$417.3K (+$112.1K)
Filed 2026-10-27
KOM Wealth Management Group, LLC
INCREASED
Shares2,043 from 2,035
Change+8 (+0%)
Value$417.2K (+$80.0K)
Filed 2026-10-15
Oasis Advisors, LLC
NEW
Shares2,042
Change+2,042
Value$416.9K
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares2,042 from 1,955
Change+87 (+4%)
Value$417.0K (+$93.0K)
Filed 2026-11-05
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$416.2K (+$78.4K)
Filed 2026-10-09
Syntax Research, Inc.
DECREASED
Shares2,037 from 5,357
Change-3,320 (-62%)
Value$416.0K (-$472.0K)
Filed 2026-11-04
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares2,033 from 2,033
Change0 (0%)
Value$415.2K (+$78.2K)
Filed 2026-10-08
Hopwood Financial Services, Inc.
INCREASED
Shares2,030 from 1,978
Change+52 (+3%)
Value$414.6K (+$86.7K)
Filed 2026-10-29
Quantum Financial Partners LLC
INCREASED
Shares2,029 from 1,839
Change+190 (+10%)
Value$414.3K (+$109.4K)
Filed 2026-10-19
Mustard Seed Financial, LLC
INCREASED
Shares2,026 from 1,811
Change+215 (+12%)
Value$413.7K (+$113.5K)
Filed 2026-10-30
JSF Financial, LLC
INCREASED
Shares2,026 from 1,818
Change+208 (+11%)
Value$413.7K (+$112.3K)
Filed 2026-10-22
Goldenstone Wealth Management LLC
INCREASED
Shares2,026 from 1,994
Change+32 (+2%)
Value$413.8K (+$83.2K)
Filed 2026-11-04
Brown Wealth Management, LLC
INCREASED
Shares2,025 from 1,989
Change+36 (+2%)
Value$413.6K (+$83.8K)
Filed 2026-10-20
CGC Financial Services, LLC
INCREASED
Shares2,024 from 2,023
Change+1 (+0%)
Value$413.3K (+$78.0K)
Filed 2026-10-13
John Boyer, Inc.
DECREASED
Shares2,022 from 2,159
Change-137 (-6%)
Value$413.2K (+$55.7K)
Filed 2026-10-27
Lakeside Advisors, Inc.
INCREASED
Shares2,005 from 2,004
Change+1 (+0%)
Value$409.5K (+$77.2K)
Filed 2026-10-20
Inlight Wealth Management, LLC
INCREASED
Shares2,003 from 1,436
Change+567 (+39%)
Value$409.1K (+$171.0K)
Filed 2026-10-21
Sutton Place Investors LLC
INCREASED
Shares2,001 from 1,949
Change+52 (+3%)
Value$408.7K (+$85.6K)
Filed 2026-10-20
Credit Capital Investments LLC
NEW
Shares2,000
Change+2,000
Value$408.4K
Filed 2026-10-22
Slow Capital, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$408.4K (+$76.9K)
Filed 2026-10-23
May Hill Capital, LLC
INCREASED
Shares1,989 from 1,723
Change+266 (+15%)
Value$406.1K (+$120.6K)
Filed 2026-11-03
Sulzberger Capital Advisors, Inc.
INCREASED
Shares1,984 from 1,884
Change+100 (+5%)
Value$405.2K (+$92.9K)
Filed 2026-10-20
Private Advisory Group LLC
INCREASED
Shares1,983 from 1,358
Change+625 (+46%)
Value$404.9K (+$179.8K)
Filed 2026-11-06
MV Capital Management, Inc.
DECREASED
Shares1,982 from 2,663
Change-681 (-26%)
Value$404.7K (-$36.7K)
Filed 2026-10-29
Arsenal Capital Advisors LLC
INCREASED
Shares1,982 from 1,900
Change+82 (+4%)
Value$404.7K (+$89.8K)
Filed 2026-11-02
Coyle Financial Counsel LLC
DECREASED
Shares1,978 from 2,092
Change-114 (-5%)
Value$404.0K (+$57.2K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
DECREASED
Shares1,968 from 3,179
Change-1,211 (-38%)
Value$402.0K (-$125.0K)
Filed 2026-11-04
Rockport Wealth LLC
INCREASED
Shares1,962 from 1,688
Change+274 (+16%)
Value$400.8K (+$121.0K)
Filed 2026-11-03
Meridian Financial Advisors, LLC
UNCHANGED
Shares1,960 from 1,960
Change0 (0%)
Value$400.3K (+$75.5K)
Filed 2026-10-14
Accelerate Investment Advisors LLC
DECREASED
Shares1,958 from 2,279
Change-321 (-14%)
Value$399.9K (+$22.1K)
Filed 2026-11-02
Strategic Financial Group, LLC
DECREASED
Shares1,957 from 1,958
Change-1 (0%)
Value$399.6K (+$75.1K)
Filed 2026-10-08
BigSur Wealth Management LLC
DECREASED
Shares1,953 from 2,053
Change-100 (-5%)
Value$398.8K (+$58.5K)
Filed 2026-10-13
Cooke Wealth Management, LLC
DECREASED
Shares1,950 from 1,954
Change-4 (0%)
Value$398.2K (+$74.3K)
Filed 2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares1,945 from 1,944
Change+1 (+0%)
Value$397.2K (+$75.0K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
DECREASED
Shares1,943 from 1,996
Change-53 (-3%)
Value$396.7K (+$65.8K)
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED
Shares1,943 from 1,905
Change+38 (+2%)
Value$396.8K (+$81.1K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,942 from 1,770
Change+172 (+10%)
Value$396.5K (+$103.1K)
Filed 2026-11-02
MFA Wealth Services
INCREASED
Shares1,940 from 1,866
Change+74 (+4%)
Value$396.1K (+$86.7K)
Filed 2026-10-14
NewSquare Capital LLC
INCREASED
Shares1,939 from 1,363
Change+576 (+42%)
Value$396.0K (+$170.0K)
Filed 2026-11-06
Dynamic Wealth Strategies, LLC
INCREASED
Shares1,939 from 1,760
Change+179 (+10%)
Value$396.0K (+$104.2K)
Filed 2026-10-16
Cookson Peirce & Co Inc
INCREASED
Shares1,929 from 1,829
Change+100 (+5%)
Value$393.9K (+$90.7K)
Filed 2026-10-30
Brewster Financial Planning LLC
DECREASED
Shares1,929 from 1,949
Change-20 (-1%)
Value$393.9K (+$70.9K)
Filed 2026-10-13
MMA Asset Management LLC
DECREASED
Shares1,927 from 1,994
Change-67 (-3%)
Value$393.6K (+$63.0K)
Filed 2026-11-02
Atlas Private Wealth Advisors
DECREASED
Shares1,923 from 2,251
Change-328 (-15%)
Value$392.7K (+$19.6K)
Filed 2026-10-23
Third View Private Wealth, LLC
DECREASED
Shares1,922 from 2,536
Change-614 (-24%)
Value$392.5K (-$27.9K)
Filed 2026-10-30
WPG Advisers, LLC
DECREASED
Shares1,922 from 2,015
Change-93 (-5%)
Value$392.5K (+$58.5K)
Filed 2026-10-27
Bay Capital Advisors, LLC
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$392.1K (+$73.8K)
Filed 2026-10-16
Investment Partners Asset Management, Inc.
UNCHANGED
Shares1,919 from 1,919
Change0 (0%)
Value$392.0K (+$73.8K)
Filed 2026-10-09
Acorn Wealth Advisors, LLC
DECREASED
Shares1,907 from 2,264
Change-357 (-16%)
Value$389.4K (+$14.2K)
Filed 2026-10-19
Catalyst Private Wealth, LLC
NEW
Shares1,906
Change+1,906
Value$389.2K
Filed 2026-10-13
Garde Capital, Inc.
DECREASED
Shares1,906 from 1,985
Change-79 (-4%)
Value$389.2K (+$60.2K)
Filed 2026-10-29
Oakwell Private Wealth Management, LLC
INCREASED
Shares1,906 from 1,854
Change+52 (+3%)
Value$389.2K (+$81.9K)
Filed 2026-11-06
Todd Wealth Management, LLC
INCREASED
Shares1,905 from 1,904
Change+1 (+0%)
Value$389.0K (+$73.4K)
Filed 2026-10-19
Madison Park Capital Advisors, LLC
DECREASED
Shares1,901 from 5,101
Change-3,200 (-63%)
Value$388.3K (-$60.1K)
Filed 2026-10-28
Transcendent Capital Group LLC
DECREASED
Shares1,899 from 1,914
Change-15 (-1%)
Value$387.8K (+$70.6K)
Filed 2026-10-28
Harbor Group, Inc.
DECREASED
Shares1,895 from 2,133
Change-238 (-11%)
Value$386.9K (+$33.3K)
Filed 2026-10-14
waypoint wealth counsel
INCREASED
Shares1,895 from 1,870
Change+25 (+1%)
Value$387.0K (+$77.0K)
Filed 2026-10-22
Verus Financial Partners, Inc.
INCREASED
Shares1,893 from 1,855
Change+38 (+2%)
Value$386.6K (+$79.1K)
Filed 2026-10-29
Centurion Wealth Management LLC
DECREASED
Shares1,891 from 1,902
Change-11 (-1%)
Value$386.1K (+$70.9K)
Filed 2026-10-13
Johnson Bixby & Associates, LLC
DECREASED
Shares1,890 from 1,899
Change-9 (0%)
Value$386.0K (+$71.2K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
INCREASED
Shares1,889 from 1,888
Change+1 (+0%)
Value$385.8K (+$72.8K)
Filed 2026-10-28
Approach Retirement Advisors, LLC
INCREASED
Shares1,888 from 1,879
Change+9 (+0%)
Value$385.6K (+$74.1K)
Filed 2026-10-22
Ridgepath Capital Management LLC
INCREASED
Shares1,887 from 1,871
Change+16 (+1%)
Value$385.3K (+$75.1K)
Filed 2026-10-29
Essential Investment Partners LLC
INCREASED
Shares1,886 from 1,810
Change+76 (+4%)
Value$385.1K (+$85.1K)
Filed 2026-10-27
Flywheel Private Wealth LLC
DECREASED
Shares1,880 from 1,945
Change-65 (-3%)
Value$383.9K (+$61.5K)
Filed 2026-11-02
Gilman Hill Asset Management, LLC
DECREASED
Shares1,875 from 2,775
Change-900 (-32%)
Value$382.9K (-$77.1K)
Filed 2026-10-13
HFG Wealth Management, LLC
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$310.7K ($0)
Filed 2026-10-16
New Covenant Trust Company, N.A.
INCREASED
Shares1,873 from 1,811
Change+62 (+3%)
Value$382.5K (+$82.3K)
Filed 2026-10-08
Family Investment Center, Inc.
DECREASED
Shares1,872 from 1,981
Change-109 (-5%)
Value$382.3K (+$53.9K)
Filed 2026-10-19
Lester Murray Antman dba SimplyRich
NEW
Shares1,867
Change+1,867
Value$381.3K
Filed 2026-11-06
Abound Wealth Management
INCREASED
Shares1,867 from 1,211
Change+656 (+54%)
Value$381.3K (+$180.5K)
Filed 2026-10-26
Nautilus Advisors LLC
INCREASED
Shares1,859 from 1,809
Change+50 (+3%)
Value$379.7K (+$60.5K)
Filed 2026-10-07
Hassell Wealth Management, LLC
UNCHANGED
Shares1,858 from 1,858
Change0 (0%)
Value$379.4K (+$52.5K)
Filed 2026-10-19
Mosley Wealth Management
DECREASED
Shares1,855 from 2,272
Change-417 (-18%)
Value$406.9K (+$30.2K)
Filed 2026-10-16
William Mack & Associates, Inc.
INCREASED
Shares1,853 from 1,780
Change+73 (+4%)
Value$378.4K (+$83.3K)
Filed 2026-10-27
G2 Capital Management, LLC / OH
INCREASED
Shares1,851 from 1,653
Change+198 (+12%)
Value$378.0K (+$104.0K)
Filed 2026-10-23
White Lighthouse Investment Management Inc.
INCREASED
Shares1,844 from 1,419
Change+425 (+30%)
Value$376.6K (+$141.4K)
Filed 2026-10-21
Selective Wealth Management, Inc.
INCREASED
Shares1,842 from 1,601
Change+241 (+15%)
Value$403.9K (+$103.9K)
Filed 2026-10-16
Brian LOW Financial Group, LLC
INCREASED
Shares1,842 from 1,711
Change+131 (+8%)
Value$376.4K (+$92.7K)
Filed 2026-10-28
Southern Capital Advisors, LLC
INCREASED
Shares1,834 from 1,828
Change+6 (+0%)
Value$374.6K (+$71.6K)
Filed 2026-10-26
Encompass More Asset Management
DECREASED
Shares1,833 from 1,850
Change-17 (-1%)
Value$374.3K (+$67.7K)
Filed 2026-10-16
Liberty Capital Management, Inc.
UNCHANGED
Shares1,832 from 1,832
Change0 (0%)
Value$374.1K (+$70.4K)
Filed 2026-11-02
Sonata Capital Group Inc
DECREASED
Shares1,830 from 1,885
Change-55 (-3%)
Value$373.7K (+$61.2K)
Filed 2026-10-19
Columbus Macro, LLC
INCREASED
Shares1,830 from 1,780
Change+50 (+3%)
Value$373.6K (+$78.6K)
Filed 2026-10-14
Sterling Financial Planning, Inc.
DECREASED
Shares1,827 from 1,938
Change-111 (-6%)
Value$373.1K (+$51.9K)
Filed 2026-10-28
Kaufman Rossin Wealth, LLC
NEW
Shares1,824
Change+1,824
Value$372.4K
Filed 2026-10-19
Fonville Wealth Management LLC
INCREASED
Shares1,818 from 1,409
Change+409 (+29%)
Value$371.3K (+$137.7K)
Filed 2026-10-28
City Center Advisors, LLC
DECREASED
Shares1,815 from 1,912
Change-97 (-5%)
Value$370.6K (+$53.8K)
Filed 2026-10-08
Bayban
UNCHANGED
Shares1,815 from 1,815
Change0 (0%)
Value$300.9K ($0)
Filed 2026-11-05
Sunburst Financial Group, LLC
INCREASED
Shares1,814 from 1,803
Change+11 (+1%)
Value$370.4K (+$71.5K)
Filed 2026-10-09
Smith Thornton Advisors LLC
DECREASED
Shares1,813 from 1,881
Change-68 (-4%)
Value$370.3K (+$27.5K)
Filed 2026-10-16
KFG Wealth Management, LLC
INCREASED
Shares1,803 from 1,728
Change+75 (+4%)
Value$368.1K (+$81.7K)
Filed 2026-10-16
Prospect Financial Group LLC
DECREASED
Shares1,801 from 2,156
Change-355 (-16%)
Value$367.8K (+$10.4K)
Filed 2026-11-05
RFG Holdings, Inc.
DECREASED
Shares1,801 from 1,835
Change-34 (-2%)
Value$367.9K (+$63.6K)
Filed 2026-10-30
Roman Butler Fullerton & Co
DECREASED
Shares1,796 from 1,975
Change-179 (-9%)
Value$403.2K (+$43.3K)
Filed 2026-10-27
RM Financial Services, LLC
INCREASED
Shares1,794 from 1,785
Change+9 (+1%)
Value$366.4K (+$70.6K)
Filed 2026-11-03
Helium Advisors LLC
DECREASED
Shares1,790 from 2,221
Change-431 (-19%)
Value$365.6K (-$2.6K)
Filed 2026-10-23
Atwater Malick LLC
INCREASED
Shares1,788 from 1,773
Change+15 (+1%)
Value$362.1K (+$68.6K)
Filed 2026-10-15
Legacy Wealth Partners, LLC
DECREASED
Shares1,787 from 1,878
Change-91 (-5%)
Value$364.9K (+$53.6K)
Filed 2026-10-15
OmniStar Financial Group, Inc.
NEW
Shares1,781
Change+1,781
Value$363.8K
Filed 2026-10-26
Pegasus Asset Management, Inc.
DECREASED
Shares1,778 from 33,252
Change-31,474 (-95%)
Value$363.1K (-$5.1M)
Filed 2026-11-03
Good Steward Wealth Advisors,LLC
DECREASED
Shares1,778 from 1,955
Change-177 (-9%)
Value$363.1K (+$39.0K)
Filed 2026-11-06
Pachira Investments Inc.
INCREASED
Shares1,775 from 1,770
Change+5 (+0%)
Value$362.4K (+$69.1K)
Filed 2026-10-14
Lincoln Capital LLC
DECREASED
Shares1,768 from 2,049
Change-281 (-14%)
Value$361.2K (+$21.5K)
Filed 2026-10-09
RF&L Wealth Management, LLC
INCREASED
Shares1,765 from 1,760
Change+5 (+0%)
Value$360.4K (+$68.7K)
Filed 2026-10-20
Austin Wealth Management, LLC
DECREASED
Shares1,764 from 1,765
Change-1 (0%)
Value$373.2K (+$42.4K)
Filed 2026-11-06
Fortem Financial Group, LLC
DECREASED
Shares1,754 from 1,904
Change-150 (-8%)
Value$358.2K (+$42.6K)
Filed 2026-10-20
PCG Asset Management, LLC
DECREASED
Shares1,751 from 3,761
Change-2,010 (-53%)
Value$357.6K (-$265.9K)
Filed 2026-11-05
Sage Mountain Advisors LLC
DECREASED
Shares1,750 from 2,536
Change-786 (-31%)
Value$357.4K (-$63.0K)
Filed 2026-11-02
Marotta Asset Management
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$357.4K (+$67.4K)
Filed 2026-10-02
Delta Capital Management LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$357.0K (+$67.0K)
Filed 2026-10-16
Academy Capital Management
UNCHANGED
Shares1,745 from 1,745
Change0 (0%)
Value$356.3K (+$67.1K)
Filed 2026-11-05
Tandem Investment Partners LLC
INCREASED
Shares1,744 from 1,669
Change+75 (+4%)
Value$356.1K (+$79.5K)
Filed 2026-10-16
Terra Nova Asset Management LLC
UNCHANGED
Shares1,742 from 1,742
Change0 (0%)
Value$355.7K (+$67.0K)
Filed 2026-10-13
Hoxton Planning & Management, LLC
DECREASED
Shares1,740 from 1,774
Change-34 (-2%)
Value$355.3K (+$61.3K)
Filed 2026-10-15
Parkshore Wealth Management, Inc.
UNCHANGED
Shares1,732 from 1,732
Change0 (0%)
Value$353.6K (+$66.6K)
Filed 2026-10-13
Little House Capital LLC
NEW
Shares1,729
Change+1,729
Value$353.2K
Filed 2026-11-06
Intelligence Driven Advisers, LLC
INCREASED
Shares1,727 from 1,550
Change+177 (+11%)
Value$352.7K (+$95.7K)
Filed 2026-10-09
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares1,723 from 1,723
Change0 (0%)
Value$351.9K (+$66.3K)
Filed 2026-11-05
Hobart Private Capital, LLC
INCREASED
Shares1,721 from 1,623
Change+98 (+6%)
Value$351.4K (+$82.4K)
Filed 2026-10-19
Sharkey, Howes & Javer
INCREASED
Shares1,718 from 1,674
Change+44 (+3%)
Value$350.8K (+$73.3K)
Filed 2026-10-22
Lakeshore Financial Planning, Inc.
INCREASED
Shares1,717 from 1,632
Change+85 (+5%)
Value$350.5K (+$80.0K)
Filed 2026-10-13
Coston, McIsaac & Partners
DECREASED
Shares1,717 from 1,772
Change-55 (-3%)
Value$350.8K (+$63.8K)
Filed 2026-11-06
Advisory Advocates, LLC
DECREASED
Shares1,715 from 2,051
Change-336 (-16%)
Value$350.1K (+$10.1K)
Filed 2026-11-05
Pinnacle Financial Group, LLC / IL
INCREASED
Shares1,714 from 1,641
Change+73 (+4%)
Value$350.1K (+$78.1K)
Filed 2026-10-29
Wealth Management Nebraska
UNCHANGED
Shares1,714 from 1,714
Change0 (0%)
Value$350.1K (+$65.9K)
Filed 2026-10-26
LongView Wealth Management
INCREASED
Shares1,713 from 1,711
Change+2 (+0%)
Value$349.8K (+$66.2K)
Filed 2026-10-19
Abacus Wealth Partners, LLC
DECREASED
Shares1,708 from 2,243
Change-535 (-24%)
Value$348.8K (-$23.0K)
Filed 2026-11-03
BridgePort Financial Solutions, LLC
INCREASED
Shares1,708 from 1,210
Change+498 (+41%)
Value$348.8K (+$148.1K)
Filed 2026-11-02
Wolff Wiese Magana LLC
DECREASED
Shares1,708 from 1,951
Change-243 (-12%)
Value$348.8K (+$25.4K)
Filed 2026-10-15
LVZ, Inc.
INCREASED
Shares1,708 from 1,692
Change+16 (+1%)
Value$348.7K (+$68.3K)
Filed 2026-10-20
Horizon Advisory Services, Inc.
INCREASED
Shares1,706 from 1,550
Change+156 (+10%)
Value$348.4K (+$91.5K)
Filed 2026-10-29
Constitution Capital LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$347.2K (+$65.4K)
Filed 2026-10-23
Bishop & Co Investment Management, LLC
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$346.6K (+$65.3K)
Filed 2026-11-05
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$345.1K (+$65.0K)
Filed 2026-11-06
Princeton Global Asset Management LLC
INCREASED
Shares1,688 from 1,687
Change+1 (+0%)
Value$344.8K (+$65.1K)
Filed 2026-10-21
Alpha Family Trust
UNCHANGED
Shares1,687 from 1,687
Change0 (0%)
Value$279.6K ($0)
Filed 2026-11-04
Silver Oak Advisory Group, Inc.
UNCHANGED
Shares1,684 from 1,684
Change0 (0%)
Value$343.9K (+$64.9K)
Filed 2026-11-06
Lakewood Asset Management LLC
DECREASED
Shares1,682 from 2,434
Change-752 (-31%)
Value$343.6K (-$59.9K)
Filed 2026-10-26
Capital Wealth Alliance, LLC
DECREASED
Shares1,682 from 2,155
Change-473 (-22%)
Value$343.4K (-$13.8K)
Filed 2026-10-20
Kennedy Investment Group, Inc.
INCREASED
Shares1,678 from 1,649
Change+29 (+2%)
Value$342.7K (+$69.3K)
Filed 2026-10-21
Smith & Howard Wealth Management, LLC
INCREASED
Shares1,676 from 1,653
Change+23 (+1%)
Value$342.2K (+$68.2K)
Filed 2026-10-27
Sentinel Pension Advisors, LLC
INCREASED
Shares1,674 from 1,132
Change+542 (+48%)
Value$341.9K (+$129.8K)
Filed 2026-11-02
Seven Mile Advisory
DECREASED
Shares1,671 from 1,727
Change-56 (-3%)
Value$341.2K (+$55.0K)
Filed 2026-10-22
Hartline Investment Corp/
DECREASED
Shares1,671 from 1,684
Change-13 (-1%)
Value$341.2K (+$62.1K)
Filed 2026-10-29
Continuum Wealth Advisors, LLC
NEW
Shares1,667
Change+1,667
Value$340.4K
Filed 2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,659 from 1,372
Change+287 (+21%)
Value$338.8K (+$111.3K)
Filed 2026-10-27
Aegis Wealth Management, Inc.
INCREASED
Shares1,658 from 1,340
Change+318 (+24%)
Value$338.7K (+$116.5K)
Filed 2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares1,656 from 1,367
Change+289 (+21%)
Value$338.2K (+$111.6K)
Filed 2026-10-28
Clark Asset Management, LLC
DECREASED
Shares1,654 from 2,251
Change-597 (-27%)
Value$337.8K (-$35.4K)
Filed 2026-10-19
Fortune 45 LLC
INCREASED
Shares1,652 from 1,638
Change+14 (+1%)
Value$337.4K (+$65.8K)
Filed 2026-10-14
Stokes Capital Advisors, LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$336.9K (+$63.4K)
Filed 2026-10-09
Opal Wealth Advisors, LLC
DECREASED
Shares1,648 from 3,178
Change-1,530 (-48%)
Value$336.5K (-$190.3K)
Filed 2026-10-16
Nadler Financial Group, Inc.
INCREASED
Shares1,645 from 1,640
Change+5 (+0%)
Value$335.9K (+$64.1K)
Filed 2026-10-23
Myriad Asset Management US LP
NEW
Shares1,640
Change+1,640
Value$335.0K
Filed 2026-11-03
Uhlmann Price Securities, LLC
INCREASED
Shares1,639 from 1,590
Change+49 (+3%)
Value$334.6K (+$71.1K)
Filed 2026-11-03
ERn Financial, LLC
INCREASED
Shares1,636 from 1,603
Change+33 (+2%)
Value$334.1K (+$68.4K)
Filed 2026-10-28
Altura Wealth Advisors Inc.
DECREASED
Shares1,632 from 1,652
Change-20 (-1%)
Value$333.2K (+$59.4K)
Filed 2026-10-22
Norman Fields, Gottscho Capital Management, LLC
DECREASED
Shares1,625 from 1,740
Change-115 (-7%)
Value$331.8K (+$43.4K)
Filed 2026-10-05
6th Street Advisors, LLC
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$331.9K (+$62.5K)
Filed 2026-10-14
Leslie Global Wealth, LLC
INCREASED
Shares1,622 from 1,572
Change+50 (+3%)
Value$331.3K (+$70.7K)
Filed 2026-10-26
Retirement Guys Formula LLC
INCREASED
Shares1,620 from 1,244
Change+376 (+30%)
Value$330.9K (+$124.7K)
Filed 2026-10-26
Insight Advisors, LLC/ PA
DECREASED
Shares1,620 from 1,715
Change-95 (-6%)
Value$330.8K (+$46.4K)
Filed 2026-10-22
WealthCare Investment Partners, LLC
DECREASED
Shares1,620 from 1,683
Change-63 (-4%)
Value$330.9K (+$51.8K)
Filed 2026-11-05
Patriot Investment Management Group, Inc.
INCREASED
Shares1,620 from 1,618
Change+2 (+0%)
Value$330.8K (+$62.6K)
Filed 2026-10-15
Accuvest Global Advisors
DECREASED
Shares1,619 from 2,112
Change-493 (-23%)
Value$331.0K (-$19.0K)
Filed 2026-11-04
Unify Financial Advisors
UNCHANGED
Shares1,616 from 1,616
Change0 (0%)
Value$330.1K (+$62.2K)
Filed 2026-11-03
Park Edge Advisors, LLC
INCREASED
Shares1,614 from 1,602
Change+12 (+1%)
Value$329.6K (+$64.0K)
Filed 2026-10-28
Finward Bancorp
UNCHANGED
Shares1,609 from 1,609
Change0 (0%)
Value$328.6K (+$61.9K)
Filed 2026-10-14
WMS Group LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$326.7K (+$61.5K)
Filed 2026-11-06
Creative Capital Management Investments LLC
INCREASED
Shares1,597 from 1,566
Change+31 (+2%)
Value$326.1K (+$66.5K)
Filed 2026-10-28
Genesee Capital Advisors, LLC
INCREASED
Shares1,594 from 1,591
Change+3 (+0%)
Value$325.6K (+$61.8K)
Filed 2026-10-20
Narus Financial Partners, LLC
DECREASED
Shares1,592 from 3,599
Change-2,007 (-56%)
Value$325.1K (-$271.5K)
Filed 2026-10-19
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares1,591 from 1,027
Change+564 (+55%)
Value$324.9K (+$154.7K)
Filed 2026-11-06
PMG Family Office LLC
INCREASED
Shares1,587 from 1,553
Change+34 (+2%)
Value$324.1K (+$66.7K)
Filed 2026-10-19
Everest Financial Group LLC
INCREASED
Shares1,585 from 1,355
Change+230 (+17%)
Value$323.7K (+$99.0K)
Filed 2026-11-06
Motive Wealth Advisors
INCREASED
Shares1,583 from 1,513
Change+70 (+5%)
Value$323.3K (+$72.5K)
Filed 2026-10-26
Websterrogers Financial Advisors, LLC
INCREASED
Shares1,583 from 1,582
Change+1 (+0%)
Value$323.2K (+$60.9K)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares1,578 from 1,417
Change+161 (+11%)
Value$322.2K (+$87.3K)
Filed 2026-10-19
Stonebridge Financial Planning Group, LLC
INCREASED
Shares1,575 from 1,425
Change+150 (+11%)
Value$321.6K (+$85.4K)
Filed 2026-11-06
KFG LLC
NEW
Shares1,574
Change+1,574
Value$321.4K
Filed 2026-11-02
Point Windward Advisors Inc.
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$320.6K (+$60.4K)
Filed 2026-11-06
TSA Wealth Managment LLC
INCREASED
Shares1,564 from 1,555
Change+9 (+1%)
Value$319.4K (+$61.6K)
Filed 2026-10-22
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares1,561 from 1,861
Change-300 (-16%)
Value$318.8K (+$10.4K)
Filed 2026-10-14
Piedmont Capital Management, LLC
DECREASED
Shares1,551 from 1,556
Change-5 (0%)
Value$316.7K (+$58.8K)
Filed 2026-10-21
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares1,550 from 1,600
Change-50 (-3%)
Value$316.5K (+$51.3K)
Filed 2026-10-15
Sage Capital Management, LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$316.5K (+$59.6K)
Filed 2026-10-20
Financial Enhancement Group LLC
DECREASED
Shares1,549 from 1,556
Change-7 (0%)
Value$317.8K (+$59.9K)
Filed 2026-10-08
Madrid Wealth Management, LLC
NEW
Shares1,548
Change+1,548
Value$316.0K
Filed 2026-10-23
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,546 from 2,291
Change-745 (-33%)
Value$315.6K (-$64.1K)
Filed 2026-10-26
Bestgate Wealth Advisors, LLC
INCREASED
Shares1,542 from 1,391
Change+151 (+11%)
Value$314.9K (+$84.3K)
Filed 2026-10-13
Bullseye Investment Management, LLC
UNCHANGED
Shares1,539 from 1,539
Change0 (0%)
Value$314.3K (+$59.2K)
Filed 2026-10-29
Woodard & Co Asset Management Group Inc
DECREASED
Shares1,538 from 1,974
Change-436 (-22%)
Value$314.1K (-$13.1K)
Filed 2026-11-03
Martel Wealth Advisors LLC
DECREASED
Shares1,537 from 3,580
Change-2,043 (-57%)
Value$313.9K (-$279.6K)
Filed 2026-10-14
Junk Investment Group, LLC
INCREASED
Shares1,537 from 1,522
Change+15 (+1%)
Value$313.9K (+$61.6K)
Filed 2026-10-19
Trinity Financial Advisors LLC
INCREASED
Shares1,535 from 1,534
Change+1 (+0%)
Value$313.4K (+$59.0K)
Filed 2026-10-09
Sidoxia Capital Management, LLC
UNCHANGED
Shares1,526 from 1,526
Change0 (0%)
Value$311.6K (+$58.7K)
Filed 2026-10-28
Heirloom Wealth Management
INCREASED
Shares1,523 from 1,511
Change+12 (+1%)
Value$311.0K (+$60.5K)
Filed 2026-10-14
Stephenson & Company, Inc.
INCREASED
Shares1,522 from 1,290
Change+232 (+18%)
Value$310.8K (+$97.0K)
Filed 2026-10-30
Acima Private Wealth, LLC
UNCHANGED
Shares1,521 from 1,521
Change0 (0%)
Value$310.6K (+$58.5K)
Filed 2026-10-05
Orca Investment Management, LLC
DECREASED
Shares1,516 from 1,726
Change-210 (-12%)
Value$309.7K (+$23.5K)
Filed 2026-10-29
J.M. Arbour, LLC
INCREASED
Shares1,516 from 1,407
Change+109 (+8%)
Value$309.6K (+$76.4K)
Filed 2026-11-05
Affiance Financial, LLC
INCREASED
Shares1,516 from 1,505
Change+11 (+1%)
Value$309.7K (+$60.2K)
Filed 2026-10-15
Boyer Financial Services, Inc.
DECREASED
Shares1,516 from 1,520
Change-4 (0%)
Value$309.6K (+$52.4K)
Filed 2026-10-23
Spurstone Advisory Services, LLC
DECREASED
Shares1,515 from 2,020
Change-505 (-25%)
Value$313.8K (-$20.9K)
Filed 2026-11-02
One Day In July LLC
INCREASED
Shares1,515 from 1,429
Change+86 (+6%)
Value$309.4K (+$72.5K)
Filed 2026-10-30
Ted Buchan & Co
DECREASED
Shares1,513 from 1,926
Change-413 (-21%)
Value$309.0K (-$10.2K)
Filed 2026-10-23
Elite Life Management LLC
INCREASED
Shares1,513 from 1,483
Change+30 (+2%)
Value$322.2K (+$45.7K)
Filed 2026-11-06
Sound Financial Strategies Group, LLC
DECREASED
Shares1,511 from 2,312
Change-801 (-35%)
Value$308.6K (-$74.7K)
Filed 2026-10-30
Davis Investment Partners, LLC
INCREASED
Shares1,506 from 1,473
Change+33 (+2%)
Value$307.4K (+$63.4K)
Filed 2026-11-05
Investors Research Corp
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$307.5K (+$57.9K)
Filed 2026-10-07
Cypress Capital, LLC
INCREASED
Shares1,505 from 1,482
Change+23 (+2%)
Value$307.3K (+$61.7K)
Filed 2026-10-20
Clarus Wealth Advisors
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$319.0K (+$54.2K)
Filed 2026-10-13
Invariant Investment Management
DECREASED
Shares1,503 from 1,526
Change-23 (-2%)
Value$310.6K (+$54.1K)
Filed 2026-10-08
AMG Asset Management Group, Inc.
INCREASED
Shares1,501 from 1,275
Change+226 (+18%)
Value$306.5K (+$95.2K)
Filed 2026-10-21
R. W. Roge & Company, Inc.
INCREASED
Shares1,501 from 1,496
Change+5 (+0%)
Value$307.0K (+$60.0K)
Filed 2026-11-04
National Wealth Management Group, LLC
NEW
Shares1,498
Change+1,498
Value$305.9K
Filed 2026-10-26
Dakota Community Bank & Trust NA
INCREASED
Shares1,493 from 1,480
Change+13 (+1%)
Value$304.9K (+$59.6K)
Filed 2026-10-09
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$304.8K (+$57.4K)
Filed 2026-11-05
Petersen Hastings Wealth Advisors Inc.
NEW
Shares1,490
Change+1,490
Value$304.3K
Filed 2026-10-27
Founders Grove Wealth Partners, LLC
NEW
Shares1,482
Change+1,482
Value$302.6K
Filed 2026-10-16
Armstrong Henry H Associates Inc
UNCHANGED
Shares1,478 from 1,478
Change0 (0%)
Value$301.8K (+$56.8K)
Filed 2026-10-07
Walker Financial Services, Inc.
INCREASED
Shares1,474 from 1,436
Change+38 (+3%)
Value$301.2K (+$63.1K)
Filed 2026-10-26
Rebalance, LLC
DECREASED
Shares1,468 from 1,503
Change-35 (-2%)
Value$299.8K (+$50.6K)
Filed 2026-10-22
4J Wealth Management LLC
DECREASED
Shares1,467 from 1,577
Change-110 (-7%)
Value$299.6K (+$38.2K)
Filed 2026-11-02
Caliber Wealth Management, LLC / KS
DECREASED
Shares1,464 from 1,960
Change-496 (-25%)
Value$299.0K (-$26.0K)
Filed 2026-11-04
Iron Financial LLC
DECREASED
Shares1,464 from 1,530
Change-66 (-4%)
Value$299.0K (+$45.3K)
Filed 2026-10-23
Rare Wolf Capital LLC
DECREASED
Shares1,462 from 1,702
Change-240 (-14%)
Value$298.6K (+$16.4K)
Filed 2026-10-20
Silver Lake Advisory, LLC
DECREASED
Shares1,461 from 1,700
Change-239 (-14%)
Value$298.4K (+$16.6K)
Filed 2026-10-22
Objective Capital Management, LLC
UNCHANGED
Shares1,461 from 1,461
Change0 (0%)
Value$298.4K (+$56.2K)
Filed 2026-10-13
KRS Capital Management, LLC
DECREASED
Shares1,459 from 1,483
Change-24 (-2%)
Value$297.9K (+$52.2K)
Filed 2026-10-16
MontVue Capital Management, Inc.
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$297.7K (+$56.1K)
Filed 2026-10-19
Members Wealth LLC
INCREASED
Shares1,457 from 1,418
Change+39 (+3%)
Value$298.9K (+$63.9K)
Filed 2026-10-20
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares1,451 from 1,489
Change-38 (-3%)
Value$296.4K (+$49.6K)
Filed 2026-10-29
Meritas Wealth Management, LLC
UNCHANGED
Shares1,449 from 1,449
Change0 (0%)
Value$295.9K (+$55.7K)
Filed 2026-10-14
Riverwater Partners LLC
DECREASED
Shares1,446 from 1,490
Change-44 (-3%)
Value$295.3K (+$48.3K)
Filed 2026-11-03
Kelleher Financial Advisors
DECREASED
Shares1,445 from 1,621
Change-176 (-11%)
Value$295.1K (+$26.4K)
Filed 2026-10-30
Cumberland Advisors Inc
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$294.1K (+$55.4K)
Filed 2026-10-30
Redw Wealth LLC
INCREASED
Shares1,439 from 1,436
Change+3 (+0%)
Value$293.8K (+$55.7K)
Filed 2026-11-02
Eagle Wealth Advisors LLC
INCREASED
Shares1,435 from 1,319
Change+116 (+9%)
Value$293.0K (+$74.4K)
Filed 2026-10-20
Spectrum Planning & Advisory Services Inc.
NEW
Shares1,431
Change+1,431
Value$292.1K
Filed 2026-11-05
Ariadne Wealth Management, LP
INCREASED
Shares1,431 from 1,395
Change+36 (+3%)
Value$292.2K (+$61.0K)
Filed 2026-11-06
Heritage Investment Group, Inc.
DECREASED
Shares1,431 from 1,437
Change-6 (0%)
Value$292.2K (+$54.0K)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
DECREASED
Shares1,430 from 1,440
Change-10 (-1%)
Value$292.0K (+$53.3K)
Filed 2026-11-03
Gallacher Capital Management LLC
NEW
Shares1,428
Change+1,428
Value$291.6K
Filed 2026-10-30
Veery Capital, LLC
DECREASED
Shares1,423 from 1,448
Change-25 (-2%)
Value$290.6K (+$50.6K)
Filed 2026-10-07
Whitcomb & Hess, Inc.
INCREASED
Shares1,420 from 1,410
Change+10 (+1%)
Value$290.0K (+$56.3K)
Filed 2026-10-07
Columbia Advisory Partners LLC
DECREASED
Shares1,419 from 1,468
Change-49 (-3%)
Value$289.8K (+$46.4K)
Filed 2026-10-15
August Group Capital Ltd
INCREASED
Shares1,417 from 1,405
Change+12 (+1%)
Value$289.2K (+$56.4K)
Filed 2026-10-14
Buttonwood Financial Advisors Inc.
INCREASED
Shares1,411 from 1,410
Change+1 (+0%)
Value$288.2K (+$54.5K)
Filed 2026-10-13
Tabr Capital Management, LLC
INCREASED
Shares1,406 from 1,395
Change+11 (+1%)
Value$287.2K (+$56.0K)
Filed 2026-10-20
Sage Investment Counsel LLC
INCREASED
Shares1,406 from 1,405
Change+1 (+0%)
Value$287.1K (+$54.2K)
Filed 2026-10-26
AtlasMark Financial, Inc
UNCHANGED
Shares1,404 from 1,404
Change0 (0%)
Value$286.7K (+$54.0K)
Filed 2026-10-13
Wrenne Financial Planning LLC
DECREASED
Shares1,403 from 1,418
Change-15 (-1%)
Value$286.5K (+$51.5K)
Filed 2026-10-30
True Wealth Design, LLC
INCREASED
Shares1,402 from 1,150
Change+252 (+22%)
Value$286.3K (+$95.7K)
Filed 2026-10-13
LB Partners LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$285.9K (+$53.8K)
Filed 2026-11-05
Phillips Financial Management, LLC
DECREASED
Shares1,399 from 1,453
Change-54 (-4%)
Value$285.7K (+$44.8K)
Filed 2026-10-19
Peachtree Investment Partners, LLC
INCREASED
Shares1,399 from 1,386
Change+13 (+1%)
Value$285.7K (+$56.0K)
Filed 2026-11-05
Investment House LLC
NEW
Shares1,392
Change+1,392
Value$284.3K
Filed 2026-10-21
GreatBanc Trust Co
DECREASED
Shares1,390 from 1,580
Change-190 (-12%)
Value$283.9K (+$22.0K)
Filed 2026-11-04
Olio Financial Planning
INCREASED
Shares1,387 from 1,380
Change+7 (+1%)
Value$283.2K (+$54.5K)
Filed 2026-10-22
Uptown Financial Advisors LLC
INCREASED
Shares1,386 from 1,345
Change+41 (+3%)
Value$283.0K (+$60.1K)
Filed 2026-10-15
Capital Management Associates, Inc
DECREASED
Shares1,385 from 2,008
Change-623 (-31%)
Value$282.9K (-$50.0K)
Filed 2026-10-20
Hughes Financial Services, LLC
INCREASED
Shares1,379 from 1,296
Change+83 (+6%)
Value$319.2K (+$104.4K)
Filed 2026-10-30
Penbrook Management LLC
UNCHANGED
Shares1,377 from 1,377
Change0 (0%)
Value$281.2K (+$52.9K)
Filed 2026-10-16
Catalyst Investment Management LLC
UNCHANGED
Shares1,377 from 1,377
Change0 (0%)
Value$281.2K (+$52.9K)
Filed 2026-10-21
Wespac Advisors, LLC
DECREASED
Shares1,376 from 2,197
Change-821 (-37%)
Value$281.0K (-$83.2K)
Filed 2026-10-26
Financial Insights, Inc.
UNCHANGED
Shares1,372 from 1,372
Change0 (0%)
Value$280.2K (+$52.8K)
Filed 2026-10-27
Peak Financial Management, Inc.
NEW
Shares1,370
Change+1,370
Value$279.9K
Filed 2026-10-16
Dorval Corp
INCREASED
Shares1,369 from 1,367
Change+2 (+0%)
Value$279.6K (+$53.1K)
Filed 2026-10-29
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares1,368 from 1,337
Change+31 (+2%)
Value$279.4K (+$57.7K)
Filed 2026-10-09
Proathlete Wealth Management LLC
INCREASED
Shares1,365 from 978
Change+387 (+40%)
Value$278.9K (+$116.6K)
Filed 2026-10-15
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$278.7K (+$52.5K)
Filed 2026-10-28
Olympiad Research LP
NEW
Shares1,364
Change+1,364
Value$278.5K
Filed 2026-11-04
One Degree Advisors Inc
DECREASED
Shares1,364 from 1,761
Change-397 (-23%)
Value$283.1K (-$7.9K)
Filed 2026-11-06
Entrewealth, LLC
INCREASED
Shares1,364 from 1,318
Change+46 (+3%)
Value$278.5K (+$29.1K)
Filed 2026-10-14
St. Clair Advisors, LLC
NEW
Shares1,363
Change+1,363
Value$278.3K
Filed 2026-10-13
Eagle Bay Advisors LLC
DECREASED
Shares1,361 from 1,533
Change-172 (-11%)
Value$278.0K (+$23.8K)
Filed 2026-10-16
Warburton Capital Management, LLC
NEW
Shares1,360
Change+1,360
Value$306.4K
Filed 2026-11-06
Cogent Private Wealth, Inc.
INCREASED
Shares1,360 from 1,335
Change+25 (+2%)
Value$277.7K (+$56.4K)
Filed 2026-11-06
Avid Wealth Partners LLC
DECREASED
Shares1,359 from 1,489
Change-130 (-9%)
Value$277.5K (+$30.7K)
Filed 2026-11-03
IAG Wealth Partners, LLC
INCREASED
Shares1,354 from 1,350
Change+4 (+0%)
Value$276.5K (+$52.8K)
Filed 2026-11-06
Rhodes Investment Advisors Inc
INCREASED
Shares1,353 from 1,218
Change+135 (+11%)
Value$276.3K (+$74.4K)
Filed 2026-10-07
Kaizen Financial Strategies
INCREASED
Shares1,353 from 1,345
Change+8 (+1%)
Value$276.3K (+$53.5K)
Filed 2026-10-09
Discipline Wealth Solutions, LLC
INCREASED
Shares1,351 from 1,341
Change+10 (+1%)
Value$275.9K (+$53.6K)
Filed 2026-10-14
Asset Allocation & Management Company, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$276.0K (+$52.0K)
Filed 2026-10-13
Burns Matteson Capital Management, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$275.7K (+$51.9K)
Filed 2026-10-16
Cypress Point Wealth Management, LLC
DECREASED
Shares1,348 from 1,509
Change-161 (-11%)
Value$275.3K (+$25.2K)
Filed 2026-11-03
Alpha Advisors, LLC
DECREASED
Shares1,344 from 1,352
Change-8 (-1%)
Value$274.5K (+$50.4K)
Filed 2026-10-19
Acorn Financial Advisory Services Inc
INCREASED
Shares1,344 from 1,342
Change+2 (+0%)
Value$274.6K (+$52.2K)
Filed 2026-11-02
Loudon Investment Management, LLC
INCREASED
Shares1,340 from 1,330
Change+10 (+1%)
Value$273.6K (+$53.2K)
Filed 2026-11-06
CWC Advisors, Llc.
INCREASED
Shares1,337 from 1,325
Change+12 (+1%)
Value$273.0K (+$53.4K)
Filed 2026-10-15
Diesslin Group, Inc.
UNCHANGED
Shares1,335 from 1,335
Change0 (0%)
Value$272.6K (+$51.3K)
Filed 2026-10-14
Lexington Hill Partners, LLC
INCREASED
Shares1,331 from 1,289
Change+42 (+3%)
Value$271.8K (+$58.1K)
Filed 2026-10-13
Walled Lake Planning & Wealth Management, LLC
NEW
Shares1,330
Change+1,330
Value$271.5K
Filed 2026-10-29
Blankinship & Foster, LLC
UNCHANGED
Shares1,329 from 1,329
Change0 (0%)
Value$271.4K (+$51.1K)
Filed 2026-10-19
Ehrlich Financial Group
INCREASED
Shares1,326 from 1,263
Change+63 (+5%)
Value$270.8K (+$61.4K)
Filed 2026-10-20
HMV Wealth Advisors, LLC
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$270.8K (+$51.0K)
Filed 2026-10-27
Level Financial Advisors
INCREASED
Shares1,325 from 1,302
Change+23 (+2%)
Value$270.6K (+$54.7K)
Filed 2026-10-13
Alternative Investment Advisors, Llc.
DECREASED
Shares1,323 from 1,364
Change-41 (-3%)
Value$270.5K (+$44.3K)
Filed 2026-11-03
Raub Brock Capital Management LP
INCREASED
Shares1,322 from 1,321
Change+1 (+0%)
Value$269.9K (+$50.8K)
Filed 2026-10-21
Granville Capital, Inc.
NEW
Shares1,321
Change+1,321
Value$269.8K
Filed 2026-11-05
Emergent Wealth Advisors, LLC
INCREASED
Shares1,321 from 1,256
Change+65 (+5%)
Value$269.7K (+$62.1K)
Filed 2026-10-09
Carter Financial Group, Inc.
DECREASED
Shares1,316 from 1,378
Change-62 (-4%)
Value$268.8K (+$40.4K)
Filed 2026-10-21
Councilmark Asset Management, LLC
UNCHANGED
Shares1,315 from 1,315
Change0 (0%)
Value$268.5K (+$50.6K)
Filed 2026-10-20
Fiscal Wisdom Wealth Management, LLC
NEW
Shares1,314
Change+1,314
Value$268.3K
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares1,312 from 1,951
Change-639 (-33%)
Value$267.9K (-$55.5K)
Filed 2026-10-14
Victrix Investment Advisors
NEW
Shares1,307
Change+1,307
Value$266.8K
Filed 2026-10-13
Bensler, LLC
NEW
Shares1,306
Change+1,306
Value$266.6K
Filed 2026-11-05
CKW Financial Group
DECREASED
Shares1,306 from 1,322
Change-16 (-1%)
Value$270 (-$218.7K)
Filed 2026-10-29
Meixler Investment Management, Ltd.
DECREASED
Shares1,305 from 1,318
Change-13 (-1%)
Value$266.4K (+$48.0K)
Filed 2026-11-03
Schulz Wealth, Ltd.
NEW
Shares1,301
Change+1,301
Value$265.7K
Filed 2026-11-03
BlueSky Wealth Advisors, LLC
DECREASED
Shares1,299 from 1,331
Change-32 (-2%)
Value$265.2K (+$44.6K)
Filed 2026-10-29
SilverOak Wealth Management LLC
DECREASED
Shares1,299 from 1,316
Change-17 (-1%)
Value$265.3K (+$47.1K)
Filed 2026-10-29
HRC Wealth Management, LLC
DECREASED
Shares1,298 from 1,299
Change-1 (0%)
Value$265.0K (+$49.6K)
Filed 2026-10-16
Global Wealth Strategies & Associates
NEW
Shares1,296
Change+1,296
Value$264.7K
Filed 2026-10-02
Tradewinds Capital Management, LLC
INCREASED
Shares1,293 from 1,222
Change+71 (+6%)
Value$264.0K (+$61.4K)
Filed 2026-10-23
Flynn Zito Capital Management, LLC
DECREASED
Shares1,292 from 1,320
Change-28 (-2%)
Value$263.9K (+$45.1K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,290 from 1,278
Change+12 (+1%)
Value$263.4K (+$51.5K)
Filed 2026-10-27
Grange Capital, LLC
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$262.2K (+$49.4K)
Filed 2026-10-20
Echo45 Advisors LLC
NEW
Shares1,281
Change+1,281
Value$261.6K
Filed 2026-10-07
Paulson Wealth Management Inc.
DECREASED
Shares1,279 from 1,562
Change-283 (-18%)
Value$261.2K (+$2.3K)
Filed 2026-11-02
Coquina Private Wealth LLC
DECREASED
Shares1,279 from 1,340
Change-61 (-5%)
Value$261.2K (+$39.1K)
Filed 2026-10-27
GGM Financial LLC
INCREASED
Shares1,279 from 1,269
Change+10 (+1%)
Value$261.2K (+$50.8K)
Filed 2026-11-05
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$261.0K (+$49.0K)
Filed 2026-10-27
AGP Franklin, LLC
DECREASED
Shares1,277 from 2,519
Change-1,242 (-49%)
Value$260.9K (-$156.7K)
Filed 2026-11-04
Keeler Thomas Management LLC
INCREASED
Shares1,271 from 1,228
Change+43 (+4%)
Value$259.5K (+$55.9K)
Filed 2026-10-29
Optivise Advisory Services LLC
INCREASED
Shares1,269 from 1,248
Change+21 (+2%)
Value$259.1K (+$52.2K)
Filed 2026-10-19
RAM Investment Partners, LLC
NEW
Shares1,268
Change+1,268
Value$258.9K
Filed 2026-10-21
Livet Wealth, LLC
INCREASED
Shares1,268 from 1,219
Change+49 (+4%)
Value$258.9K (+$56.9K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,264 from 5,492
Change-4,228 (-77%)
Value$258.1K (-$652.4K)
Filed 2026-10-14
Diversified Portfolios, Inc.
DECREASED
Shares1,263 from 1,306
Change-43 (-3%)
Value$258.0K (+$41.4K)
Filed 2026-11-04
Buska Wealth Management, LLC
INCREASED
Shares1,262 from 1,231
Change+31 (+3%)
Value$257.8K (+$53.7K)
Filed 2026-10-08
Lifetime Wealth Management P.C.
DECREASED
Shares1,262 from 1,280
Change-18 (-1%)
Value$257.7K (+$45.5K)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,261 from 1,007
Change+254 (+25%)
Value$257.5K (+$90.6K)
Filed 2026-10-15
truNorth Financial Services, Inc.
INCREASED
Shares1,261 from 1,260
Change+1 (+0%)
Value$257.4K (+$48.6K)
Filed 2026-11-06
ForthRight Wealth Management, LLC
NEW
Shares1,260
Change+1,260
Value$257.3K
Filed 2026-11-06
Richard Young Associates, Ltd.
NEW
Shares1,258
Change+1,258
Value$256.9K
Filed 2026-11-03
First Citizens Financial Corp
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$256.5K (+$48.3K)
Filed 2026-10-02
Reston Wealth Management LLC
NEW
Shares1,254
Change+1,254
Value$256.0K
Filed 2026-10-29
Friday Financial
NEW
Shares1,254
Change+1,254
Value$259.7K
Filed 2026-10-09
rebel Financial LLC
NEW
Shares1,252
Change+1,252
Value$255.7K
Filed 2026-11-04
Master's Wealth Management Inc.
INCREASED
Shares1,250 from 1,228
Change+22 (+2%)
Value$255.3K (+$51.8K)
Filed 2026-10-22
Ironwood Financial, llc
INCREASED
Shares1,246 from 1,167
Change+79 (+7%)
Value$254.4K (+$41.7K)
Filed 2026-10-20
Investment Management Trust, LLC
NEW
Shares1,244
Change+1,244
Value$254.1K
Filed 2026-11-05
Tilia Fiduciary Partners, Inc.
INCREASED
Shares1,244 from 1,242
Change+2 (+0%)
Value$254.0K (+$48.1K)
Filed 2026-10-09
Future Financial Wealth Managment LLC
UNCHANGED
Shares1,244 from 1,244
Change0 (0%)
Value$254.0K (+$12.2K)
Filed 2026-10-15
Waterway Wealth Management, LLC
DECREASED
Shares1,243 from 1,268
Change-25 (-2%)
Value$253.9K (+$43.7K)
Filed 2026-10-28
Denver PWM, LLC
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$253.4K (+$5.2K)
Filed 2026-10-22
PVG Asset Management Corp
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$253.2K (+$47.7K)
Filed 2026-10-19
Great Waters Wealth Management
INCREASED
Shares1,238 from 1,236
Change+2 (+0%)
Value$252.9K (+$47.9K)
Filed 2026-10-07
Jacksonville Wealth Management, LLC
DECREASED
Shares1,234 from 1,272
Change-38 (-3%)
Value$251.9K (+$41.0K)
Filed 2026-10-30
Family Wealth Partners, LLC
NEW
Shares1,229
Change+1,229
Value$251.0K
Filed 2026-10-20
Rothwell Investment Advisors, LLC
NEW
Shares1,228
Change+1,228
Value$250.9K
Filed 2026-11-06
Cherrydale Wealth Management, LLC
INCREASED
Shares1,227 from 1,224
Change+3 (+0%)
Value$250.6K (+$47.7K)
Filed 2026-10-20
Diversified Investment Strategies, LLC
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$249.5K (+$47.0K)
Filed 2026-10-28
Chapman Investment Management, LLC
NEW
Shares1,217
Change+1,217
Value$248.5K
Filed 2026-11-03
Headland Capital, LLC
NEW
Shares1,216
Change+1,216
Value$248.2K
Filed 2026-11-06
FAI Advisors, Inc.
NEW
Shares1,216
Change+1,216
Value$248.3K
Filed 2026-10-27
Franklin, Parlapiano, Turner & Welch, LLC
NEW
Shares1,215
Change+1,215
Value$248.1K
Filed 2026-10-30
Armbruster Capital Management, Inc.
DECREASED
Shares1,214 from 1,327
Change-113 (-9%)
Value$247.9K (+$27.9K)
Filed 2026-10-19
Quartz Partners, LLC
NEW
Shares1,212
Change+1,212
Value$247.5K
Filed 2026-11-03
Freedom Financial Partners LLC
NEW
Shares1,211
Change+1,211
Value$247.2K
Filed 2026-10-19
AA Financial Advisors, LLC
NEW
Shares1,209
Change+1,209
Value$246.9K
Filed 2026-10-19
Wagner Wealth Management, LLC
NEW
Shares1,208
Change+1,208
Value$246.8K
Filed 2026-10-21
Wespac Advisors SoCal, LLC
NEW
Shares1,203
Change+1,203
Value$245.7K
Filed 2026-10-13
Howard Wealth Management, LLC
DECREASED
Shares1,203 from 1,303
Change-100 (-8%)
Value$245.7K (+$29.7K)
Filed 2026-10-28
McCollum Christoferson Group LLC
NEW
Shares1,202
Change+1,202
Value$245.5K
Filed 2026-10-13
KFA Private Wealth Group, LLC
NEW
Shares1,202
Change+1,202
Value$245.5K
Filed 2026-10-07
RMG Wealth Management LLC
DECREASED
Shares1,202 from 1,227
Change-25 (-2%)
Value$272.1K (+$30.9K)
Filed 2026-10-26
Values First Advisors, Inc.
NEW
Shares1,198
Change+1,198
Value$244.6K
Filed 2026-10-23
Sun Group Wealth Partners
DECREASED
Shares1,196 from 1,516
Change-320 (-21%)
Value$244.2K (-$7.1K)
Filed 2026-10-26
Corecam AG
NEW
Shares1,195
Change+1,195
Value$244.0K
Filed 2026-10-29
Hamilton Point Investment Advisors, LLC
DECREASED
Shares1,195 from 1,349
Change-154 (-11%)
Value$243.9K (+$20.4K)
Filed 2026-11-03
Roan Capital Partners
NEW
Shares1,188
Change+1,188
Value$242.6K
Filed 2026-10-09
Providence Financial Advisors, LLC
NEW
Shares1,188
Change+1,188
Value$242.6K
Filed 2026-11-06
Briaud Financial Planning Inc
NEW
Shares1,188
Change+1,188
Value$242.6K
Filed 2026-10-20
Rockline Wealth Management, LLC
NEW
Shares1,186
Change+1,186
Value$242.2K
Filed 2026-10-26
GenWealth Group, Inc.
NEW
Shares1,186
Change+1,186
Value$242.2K
Filed 2026-10-16
Price Financial Group Wealth Management, Inc
NEW
Shares1,181
Change+1,181
Value$257.5K
Filed 2026-11-02
Dominguez Wealth Management Solutions, Inc.
NEW
Shares1,179
Change+1,179
Value$240.7K
Filed 2026-10-07
Wetzel Investment Advisors, Inc.
NEW
Shares1,174
Change+1,174
Value$239.7K
Filed 2026-10-13
Cathy Pareto & Associates, Inc
NEW
Shares1,173
Change+1,173
Value$239.7K
Filed 2026-10-15
New Wave Wealth Advisors LLC
NEW
Shares1,173
Change+1,173
Value$255.4K
Filed 2026-10-19
Climber Capital SA
NEW
Shares1,171
Change+1,171
Value$226.7K
Filed 2026-10-20
HF Advisory Group, LLC
NEW
Shares1,163
Change+1,163
Value$237.5K
Filed 2026-10-09
Safir Wealth Advisors, LLC
NEW
Shares1,163
Change+1,163
Value$237.5K
Filed 2026-10-16
Blue Zone Wealth Advisors, LLC
DECREASED
Shares1,156 from 1,232
Change-76 (-6%)
Value$236.1K (+$31.9K)
Filed 2026-10-19
GoalFusion Wealth Management, LLC
NEW
Shares1,153
Change+1,153
Value$235.5K
Filed 2026-10-06
Augustine Asset Management Inc
NEW
Shares1,151
Change+1,151
Value$235.0K
Filed 2026-10-13
SwitchPoint Financial Planning, LLC
NEW
Shares1,149
Change+1,149
Value$234.6K
Filed 2026-11-02
Thrive Capital Management, LLC
NEW
Shares1,145
Change+1,145
Value$233.9K
Filed 2026-10-28
Fischer Financial Services, Inc.
DECREASED
Shares1,145 from 1,245
Change-100 (-8%)
Value$233.8K (+$27.5K)
Filed 2026-10-30
GenTrust, LLC
NEW
Shares1,142
Change+1,142
Value$233.2K
Filed 2026-11-06
Colonial River Investments, LLC
DECREASED
Shares1,142 from 1,390
Change-248 (-18%)
Value$233.2K (+$2.8K)
Filed 2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares1,137 from 687
Change+450 (+66%)
Value$232.2K (+$118.3K)
Filed 2026-10-30
HighRoad Wealth Advisors, LLC
NEW
Shares1,135
Change+1,135
Value$231.8K
Filed 2026-10-14
Sierra Ocean, LLC
NEW
Shares1,134
Change+1,134
Value$231.6K
Filed 2026-11-03
Advisor Resource Council
NEW
Shares1,132
Change+1,132
Value$233.8K
Filed 2026-11-05
Kohmann Bosshard Financial Services, LLC
NEW
Shares1,131
Change+1,131
Value$231.0K
Filed 2026-11-04
Wakefield Asset Management Lllp
NEW
Shares1,129
Change+1,129
Value$230.6K
Filed 2026-11-05
Scratch Capital LLC
NEW
Shares1,127
Change+1,127
Value$230.1K
Filed 2026-11-02
Detalus Advisors, LLC
NEW
Shares1,126
Change+1,126
Value$229.9K
Filed 2026-10-15
Cordoba Advisory Partners LLC
NEW
Shares1,124
Change+1,124
Value$229.5K
Filed 2026-10-19
Kondo Wealth Advisors, Inc.
NEW
Shares1,124
Change+1,124
Value$229.5K
Filed 2026-10-19
ACT Advisors, Llc.
NEW
Shares1,123
Change+1,123
Value$229.4K
Filed 2026-10-15
Instrumental Wealth, LLC
DECREASED
Shares1,119 from 2,601
Change-1,482 (-57%)
Value$228.6K (-$202.6K)
Filed 2026-10-20
Tennessee Valley Asset Management Partners
NEW
Shares1,115
Change+1,115
Value$227.7K
Filed 2026-11-03
Planning Strategies Inc.
INCREASED
Shares1,114 from 1,097
Change+17 (+2%)
Value$227.5K (+$45.7K)
Filed 2026-10-02
Stone House Investment Management, LLC
INCREASED
Shares1,111 from 894
Change+217 (+24%)
Value$226.9K (+$78.6K)
Filed 2026-10-23
Courage Miller Partners, LLC
NEW
Shares1,110
Change+1,110
Value$226.7K
Filed 2026-10-21
Frederick Financial Consultants, LLC
NEW
Shares1,109
Change+1,109
Value$226.4K
Filed 2026-10-29
Kellett Wealth Advisors, LLC
NEW
Shares1,107
Change+1,107
Value$226.1K
Filed 2026-10-15
Basso Capital Management, L.P.
NEW
Shares1,104
Change+1,104
Value$225.4K
Filed 2026-10-30
Guild Investment Management, Inc.
NEW
Shares1,102
Change+1,102
Value$225.0K
Filed 2026-11-03
Gordian Advisors LLC
DECREASED
Shares1,102 from 1,600
Change-498 (-31%)
Value$225.0K (-$40.2K)
Filed 2026-10-30
Shelton Wealth Management, LLC
NEW
Shares1,100
Change+1,100
Value$224.6K
Filed 2026-10-16
Bonness Enterprises Inc
NEW
Shares1,100
Change+1,100
Value$224.6K
Filed 2026-10-08
GSG Advisors LLC
DECREASED
Shares1,099 from 1,448
Change-349 (-24%)
Value$224.4K (-$15.6K)
Filed 2026-11-03
Grove Street Fiduciary, LLC
NEW
Shares1,098
Change+1,098
Value$224.2K
Filed 2026-10-13
ADE, LLC
NEW
Shares1,089
Change+1,089
Value$222.4K
Filed 2026-10-29
Northwest Financial Advisors
NEW
Shares1,086
Change+1,086
Value$221.9K
Filed 2026-10-27
Index Fund Advisors, Inc.
NEW
Shares1,086
Change+1,086
Value$221.7K
Filed 2026-11-05
Landaas & Co
DECREASED
Shares1,086 from 1,702
Change-616 (-36%)
Value$221.7K (-$60.3K)
Filed 2026-10-29
Nicholas Wealth, Llc.
NEW
Shares1,085
Change+1,085
Value$221.6K
Filed 2026-10-26
Elevated Financial Group LLC
NEW
Shares1,084
Change+1,084
Value$221.4K
Filed 2026-10-16
Box Hill Private Wealth LLC
NEW
Shares1,081
Change+1,081
Value$220.7K
Filed 2026-10-05
Nestegg Advisors, Inc.
NEW
Shares1,078
Change+1,078
Value$220.1K
Filed 2026-10-21
Old Peak Finance LLC
NEW
Shares1,077
Change+1,077
Value$219.9K
Filed 2026-11-02
IFC & Insurance Marketing, Inc.
NEW
Shares1,077
Change+1,077
Value$220.0K
Filed 2026-10-16
Aspect Partners, LLC
INCREASED
Shares1,074 from 1,040
Change+34 (+3%)
Value$219.3K (+$46.9K)
Filed 2026-10-20
Reap Financial Group, LLC
INCREASED
Shares1,070 from 916
Change+154 (+17%)
Value$218.5K (+$66.6K)
Filed 2026-11-02
Pine Haven Investment Counsel, Inc
NEW
Shares1,068
Change+1,068
Value$218.1K
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,068 from 1,068
Change0 (0%)
Value$218.1K (+$41.1K)
Filed 2026-10-23
Hutchens & Kramer Investment Management Group, LLC
NEW
Shares1,067
Change+1,067
Value$217.9K
Filed 2026-10-16
AMI Investment Management Inc
NEW
Shares1,066
Change+1,066
Value$217.7K
Filed 2026-10-27
Braeburn Wealth Management LLC
NEW
Shares1,064
Change+1,064
Value$217.3K
Filed 2026-10-15
Blackston Financial Advisory Group, LLC
NEW
Shares1,062
Change+1,062
Value$216.8K
Filed 2026-11-04
Alterna Wealth Management, Inc
NEW
Shares1,061
Change+1,061
Value$216.7K
Filed 2026-10-27
Connecticut Capital Management Group, LLC
NEW
Shares1,060
Change+1,060
Value$216.5K
Filed 2026-10-29
Cannon Advisors, Inc.
DECREASED
Shares1,060 from 1,178
Change-118 (-10%)
Value$230.8K (+$16.7K)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
INCREASED
Shares1,060 from 1,015
Change+45 (+4%)
Value$216.4K (+$48.1K)
Filed 2026-11-02
Life Planning Partners, Inc
NEW
Shares1,057
Change+1,057
Value$215.9K
Filed 2026-10-28
Aldebaran Financial Inc.
NEW
Shares1,056
Change+1,056
Value$215.6K
Filed 2026-11-06
AFG Fiduciary Services Limited Partnership
NEW
Shares1,055
Change+1,055
Value$229.7K
Filed 2026-10-21
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$215.2K (+$40.5K)
Filed 2026-10-21
Westbourne Investment Advisors, Inc.
NEW
Shares1,050
Change+1,050
Value$214.4K
Filed 2026-10-20
Southern Financial Group, LLC
NEW
Shares1,049
Change+1,049
Value$214.4K
Filed 2026-10-30
Altar Rock LLC
NEW
Shares1,047
Change+1,047
Value$221.9K
Filed 2026-11-06
Capstone Capital LLC
NEW
Shares1,046
Change+1,046
Value$213.6K
Filed 2026-10-14
SFI Advisors, LLC
NEW
Shares1,046
Change+1,046
Value$213.6K
Filed 2026-10-30
Stronghold Wealth Management L.L.C.
NEW
Shares1,042
Change+1,042
Value$212.8K
Filed 2026-10-16
Collaborative Wealth Managment Inc.
NEW
Shares1,041
Change+1,041
Value$212.6K
Filed 2026-11-06
Centennial Advisors, LLC
NEW
Shares1,041
Change+1,041
Value$212.6K
Filed 2026-10-21
tru Independence LLC
DECREASED
Shares1,041 from 1,207
Change-166 (-14%)
Value$212.5K (+$12.4K)
Filed 2026-10-20
Retirement Solution LLC
NEW
Shares1,040
Change+1,040
Value$212.5K
Filed 2026-10-27
Penobscot Wealth Management
NEW
Shares1,033
Change+1,033
Value$211.0K
Filed 2026-10-21
Christensen, King & Associates Investment Services, Inc.
NEW
Shares1,033
Change+1,033
Value$210.9K
Filed 2026-10-22
Integrity Wealth Partners, LLC
NEW
Shares1,030
Change+1,030
Value$210.4K
Filed 2026-10-14
PFW Advisors LLC
NEW
Shares1,030
Change+1,030
Value$210.3K
Filed 2026-10-07
Tenet Wealth Partners, LLC
NEW
Shares1,028
Change+1,028
Value$209.9K
Filed 2026-10-19
SRH Advisors, LLC
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$209.7K (+$39.5K)
Filed 2026-10-22
Market Street Wealth Management Advisors LLC
NEW
Shares1,026
Change+1,026
Value$209.6K
Filed 2026-10-09
Foundry Financial LLC
NEW
Shares1,025
Change+1,025
Value$209.3K
Filed 2026-10-16
Capital Planning LLC
NEW
Shares1,024
Change+1,024
Value$209.2K
Filed 2026-10-09
Vivid Wealth Management, LLC
NEW
Shares1,023
Change+1,023
Value$208.9K
Filed 2026-10-27
Carmel Capital Partners, LLC
NEW
Shares1,023
Change+1,023
Value$208.9K
Filed 2026-11-03
Hoge Financial Services, LLC
NEW
Shares1,020
Change+1,020
Value$208.3K
Filed 2026-11-05
Asempa Wealth Advisors
NEW
Shares1,019
Change+1,019
Value$211.1K
Filed 2026-10-07
Lauer Wealth, LLC
NEW
Shares1,015
Change+1,015
Value$214.7K
Filed 2026-10-13
Cultivar Capital, Inc.
NEW
Shares1,011
Change+1,011
Value$206.5K
Filed 2026-10-14
Kure Advisory, LLC
NEW
Shares1,010
Change+1,010
Value$206.3K
Filed 2026-10-08
Clarity Asset Management, Inc.
NEW
Shares1,009
Change+1,009
Value$206.0K
Filed 2026-10-14
Cora Capital Advisors LLC
NEW
Shares1,008
Change+1,008
Value$205.9K
Filed 2026-11-02
Petros Family Wealth, LLC
NEW
Shares1,007
Change+1,007
Value$205.6K
Filed 2026-10-28
GEN Financial Management, Inc.
NEW
Shares1,006
Change+1,006
Value$205.4K
Filed 2026-10-13
Westchester Capital Management, Inc.
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$205.2K (+$38.6K)
Filed 2026-10-23
Attessa Capital LLC
NEW
Shares1,000
Change+1,000
Value$204.2K
Filed 2026-10-09
Benchmark Financial, LLC
NEW
Shares1,000
Change+1,000
Value$204.2K
Filed 2026-10-16
Garrison Bradford & Associates Inc
NEW
Shares1,000
Change+1,000
Value$204.2K
Filed 2026-10-27
Hardy Reed LLC
NEW
Shares1,000
Change+1,000
Value$204.3K
Filed 2026-11-06
Cache Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$204.2K
Filed 2026-10-16
Willow Creek Wealth Management Inc.
NEW
Shares991
Change+991
Value$202.4K
Filed 2026-10-26
Snider Financial Group
NEW
Shares990
Change+990
Value$202.2K
Filed 2026-10-16
Lebenthal Global Advisors, LLC
NEW
Shares990
Change+990
Value$202.2K
Filed 2026-10-28
Rakuten Securities, Inc.
INCREASED
Shares990 from 422
Change+568 (+135%)
Value$202.2K (+$132.2K)
Filed 2026-11-02
Tactive Advisors, LLC
NEW
Shares986
Change+986
Value$201.3K
Filed 2026-10-08
Mullaney, Keating & Wright, Inc.
NEW
Shares984
Change+984
Value$200.9K
Filed 2026-10-19
Share Andrew L.
NEW
Shares984
Change+984
Value$200.9K
Filed 2026-11-06
Colton Groome Financial Advisors, LLC
NEW
Shares983
Change+983
Value$200.7K
Filed 2026-10-06
Private Wealth Management Group, LLC
DECREASED
Shares955 from 987
Change-32 (-3%)
Value$195.0K (+$31.4K)
Filed 2026-10-19
Townsend & Associates, Inc
NEW
Shares924
Change+924
Value$207.8K
Filed 2026-10-23
Axiom Investment Management LLC
UNCHANGED
Shares908 from 908
Change0 (0%)
Value$185.4K (+$34.9K)
Filed 2026-11-03
Horizon Financial Services, LLC
DECREASED
Shares899 from 987
Change-88 (-9%)
Value$183.6K (+$20.0K)
Filed 2026-11-04
Tenzing Financial LLC
NEW
Shares897
Change+897
Value$201.3K
Filed 2026-11-03
Montgomery Financial Services LLC
INCREASED
Shares891 from 884
Change+7 (+1%)
Value$181.9K (+$35.3K)
Filed 2026-11-03
West Financial Advisors, LLC
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$180.9K (+$34.1K)
Filed 2026-10-22
Addison Advisors LLC
DECREASED
Shares881 from 900
Change-19 (-2%)
Value$179.9K (+$30.7K)
Filed 2026-11-06
Acumen Wealth Advisors, LLC
INCREASED
Shares874 from 682
Change+192 (+28%)
Value$178.5K (+$65.4K)
Filed 2026-11-05
Financial Freedom, LLC
NEW
Shares863
Change+863
Value$176.3K
Filed 2026-11-06
Dorato Capital Management
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$168.3K (+$23.6K)
Filed 2026-10-08
AXS Investments LLC
INCREASED
Shares803 from 795
Change+8 (+1%)
Value$164.0K (+$32.2K)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$161.6K (+$30.5K)
Filed 2026-10-28
Covestor Ltd
INCREASED
Shares766 from 738
Change+28 (+4%)
Value$157.0K (+$35.0K)
Filed 2026-10-30
Quaker Wealth Management, LLC
DECREASED
Shares766 from 794
Change-28 (-4%)
Value$156.4K (+$24.7K)
Filed 2026-10-22
Balance Wealth Partners LLC
NEW
Shares755
Change+755
Value$154.1K
Filed 2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares733 from 729
Change+4 (+1%)
Value$149.8K (+$28.9K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
INCREASED
Shares717 from 311
Change+406 (+131%)
Value$146.4K (+$94.9K)
Filed 2026-10-29
Hurley Capital, LLC
INCREASED
Shares716 from 715
Change+1 (+0%)
Value$146.2K (+$27.7K)
Filed 2026-11-05
Ulland Investment Advisors, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$143.0K (+$27.0K)
Filed 2026-10-13
Prism Planning Partners LLC
NEW
Shares686
Change+686
Value$140.0K
Filed 2026-10-27
Mascoma Wealth Management LLC
INCREASED
Shares678 from 298
Change+380 (+128%)
Value$138.5K (+$89.1K)
Filed 2026-10-23
Fairscale Capital, LLC
INCREASED
Shares677 from 667
Change+10 (+2%)
Value$159.4K (+$48.9K)
Filed 2026-11-04
Accordant Advisory Group Inc
DECREASED
Shares665 from 671
Change-6 (-1%)
Value$135.8K (+$24.6K)
Filed 2026-10-29
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$135.0K (+$25.4K)
Filed 2026-10-23
Fairway Wealth LLC
INCREASED
Shares655 from 116
Change+539 (+465%)
Value$133.8K (+$114.5K)
Filed 2026-10-30
Putney Financial Group LLC
NEW
Shares653
Change+653
Value$133.3K
Filed 2026-10-30
Prudent Man Investment Management, Inc.
INCREASED
Shares649 from 373
Change+276 (+74%)
Value$132.5K (+$75.7K)
Filed 2026-11-03
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$151.1K (+$38.2K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares641 from 650
Change-9 (-1%)
Value$131.0K (+$23.3K)
Filed 2026-10-16
Wealth Analytics Partners, LLC
NEW
Shares639
Change+639
Value$130.5K
Filed 2026-10-19
Clark Wealth Partners
INCREASED
Shares621 from 363
Change+258 (+71%)
Value$126.9K (+$66.8K)
Filed 2026-10-19
MidAtlantic Capital Management, Inc.
NEW
Shares619
Change+619
Value$126.4K
Filed 2026-11-05
DecisionPoint Financial, LLC
INCREASED
Shares619 from 542
Change+77 (+14%)
Value$128.2K (+$38.4K)
Filed 2026-10-27
Richardson Capital Management LLC
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$125.6K (+$23.6K)
Filed 2026-10-23
Financial Perspectives, Inc
INCREASED
Shares611 from 549
Change+62 (+11%)
Value$124.7K (+$33.8K)
Filed 2026-11-03
Trellis Wealth Advisors LLC
NEW
Shares600
Change+600
Value$122.5K
Filed 2026-10-19
Southern Michigan Bank & Trust
INCREASED
Shares600 from 597
Change+3 (+1%)
Value$122.5K (+$23.6K)
Filed 2026-10-19
Cdkv Holdings LLC
INCREASED
Shares564 from 562
Change+2 (+0%)
Value$115.3K (+$22.1K)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
INCREASED
Shares558 from 514
Change+44 (+9%)
Value$114.0K (+$28.7K)
Filed 2026-10-16
Wilkerson Advisory Group LLC
INCREASED
Shares549 from 514
Change+35 (+7%)
Value$112.1K (+$26.9K)
Filed 2026-10-20
Next Level Wealth Planning, LLC
NEW
Shares545
Change+545
Value$111.4K
Filed 2026-10-29
Clean Yield Group
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$110.9K (+$20.9K)
Filed 2026-10-28
James T. Borello RIA
DECREASED
Shares537 from 566
Change-29 (-5%)
Value$109.7K (+$15.8K)
Filed 2026-10-16
Beacon Financial Strategies Corp
DECREASED
Shares530 from 555
Change-25 (-4%)
Value$108.2K (+$16.2K)
Filed 2026-10-14
Luken Investment Analytics, LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$107.8K (+$20.3K)
Filed 2026-11-06
RHL Group, LLC
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$106.0K (+$19.8K)
Filed 2026-11-04
3 Factor Indexing, LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$102.5K (+$19.3K)
Filed 2026-10-15
Louisbourg Investments Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$102.1K (+$19.2K)
Filed 2026-10-20
Goodman Advisory Group, LLC
NEW
Shares499
Change+499
Value$101.9K
Filed 2026-11-02
Lynch Investment Planning, LLC
NEW
Shares488
Change+488
Value$99.7K
Filed 2026-10-27
Valued Wealth Advisors LLC
INCREASED
Shares484 from 347
Change+137 (+39%)
Value$98.9K (+$41.5K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$98.4K (+$18.5K)
Filed 2026-10-15
Torren Management, LLC
INCREASED
Shares479 from 95
Change+384 (+404%)
Value$97.9K (+$82.2K)
Filed 2026-10-29
Peck Wealth Management, LLC
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$97.6K (+$18.4K)
Filed 2026-10-29
High Point Wealth Management, LLC
INCREASED
Shares470 from 469
Change+1 (+0%)
Value$96.0K (+$18.2K)
Filed 2026-11-05
Breakwater Investment Management
INCREASED
Shares464 from 456
Change+8 (+2%)
Value$94.8K (+$19.2K)
Filed 2026-10-20
Navigoe, LLC
INCREASED
Shares460 from 455
Change+5 (+1%)
Value$93.0K (+$18.0K)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
DECREASED
Shares459 from 484
Change-25 (-5%)
Value$93.7K (+$13.4K)
Filed 2026-10-15
Hoese & Co LLP
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$90.5K (+$17.0K)
Filed 2026-10-21
Peterson Wealth Services
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$90.1K (+$17.0K)
Filed 2026-10-26
Murphy & Mullick Capital Management Corp
INCREASED
Shares436 from 430
Change+6 (+1%)
Value$89.0K (+$17.7K)
Filed 2026-11-02
Activest Wealth Management
INCREASED
Shares433 from 342
Change+91 (+27%)
Value$88.4K (+$31.7K)
Filed 2026-10-15
Burkett Financial Services, LLC
DECREASED
Shares418 from 617
Change-199 (-32%)
Value$85.5K (-$16.9K)
Filed 2026-10-01
Sellwood Investment Partners LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$79.0K (+$14.9K)
Filed 2026-11-03
Western Pacific Wealth Management, LP
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$77.5K (+$14.6K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
DECREASED
Shares377 from 1,978
Change-1,601 (-81%)
Value$77.0K (-$250.9K)
Filed 2026-10-26
Bare Financial Services, Inc
INCREASED
Shares376 from 335
Change+41 (+12%)
Value$76.8K (+$21.3K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$76.6K (+$14.4K)
Filed 2026-10-26
NorthAvenue LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$76.0K (+$14.3K)
Filed 2026-10-29
IMG Wealth Management, Inc.
INCREASED
Shares371 from 369
Change+2 (+1%)
Value$75.8K (+$14.6K)
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares353 from 548
Change-195 (-36%)
Value$72.1K (-$18.8K)
Filed 2026-10-28
Redwood Park Advisors LLC
INCREASED
Shares346 from 344
Change+2 (+1%)
Value$70.6K (+$13.7K)
Filed 2026-11-02
Sfam, LLC
INCREASED
Shares344 from 343
Change+1 (+0%)
Value$70.2K (+$13.3K)
Filed 2026-11-03
Livelsberger Financial Advisory
NEW
Shares341
Change+341
Value$69.6K
Filed 2026-10-28
Kroeger Financial Partners
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$68.6K (+$12.9K)
Filed 2026-10-19
Polaris Financial Partners
NEW
Shares335
Change+335
Value$69
Filed 2026-10-02
Gold Investment Management Ltd.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$67.4K (+$12.7K)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares326 from 324
Change+2 (+1%)
Value$66.6K (+$12.9K)
Filed 2026-11-03
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$66.4K (+$11.5K)
Filed 2026-10-01
POM Investment Strategies, LLC
DECREASED
Shares312 from 317
Change-5 (-2%)
Value$63.7K (+$11.2K)
Filed 2026-10-20
LFA - Lugano Financial Advisors SA
DECREASED
Shares295 from 327
Change-32 (-10%)
Value$60.2K (+$6.0K)
Filed 2026-11-03
Align Financial, LLC
INCREASED
Shares292 from 271
Change+21 (+8%)
Value$59.6K (+$14.7K)
Filed 2026-10-16
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares290 from 240
Change+50 (+21%)
Value$59.2K (+$19.4K)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares283 from 251
Change+32 (+13%)
Value$57.8K (+$16.2K)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
DECREASED
Shares278 from 985
Change-707 (-72%)
Value$56.8K (-$106.4K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
INCREASED
Shares270 from 256
Change+14 (+5%)
Value$55.1K (+$12.7K)
Filed 2026-10-16
Marquette Asset Management, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$54.5K (+$10.3K)
Filed 2026-10-09
Newton One Investments LLC
DECREASED
Shares265 from 391
Change-126 (-32%)
Value$54.1K (-$10.6K)
Filed 2026-10-14
Team Financial Group, LLC
NEW
Shares259
Change+259
Value$52.8K
Filed 2026-10-30
Birchwood Financial Partners, Inc.
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$51.6K (+$9.7K)
Filed 2026-11-02
Bay Harbor Wealth Management, LLC
INCREASED
Shares252 from 216
Change+36 (+17%)
Value$51.5K (+$15.7K)
Filed 2026-11-03
Sunrise Financial Services, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$50.6K (+$9.5K)
Filed 2026-10-21
Carota Wealth Management
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$49.4K (+$9.3K)
Filed 2026-11-03
Centerpoint Advisors, LLC
DECREASED
Shares240 from 354
Change-114 (-32%)
Value$49.0K (-$10.0K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
INCREASED
Shares235 from 131
Change+104 (+79%)
Value$48.0K (+$26.3K)
Filed 2026-10-07
Daytona Street Capital LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$45.8K (+$7.0K)
Filed 2026-10-15
Tributary Capital Management, LLC
NEW
Shares218
Change+218
Value$44.5K
Filed 2026-10-28
Strengthening Families & Communities, LLC
DECREASED
Shares217 from 247
Change-30 (-12%)
Value$44.3K (+$3.5K)
Filed 2026-10-21
Transce3nd, LLC
INCREASED
Shares201 from 33
Change+168 (+509%)
Value$45.6K (+$39.8K)
Filed 2026-10-26
Downshift Financial, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$38.2K (+$7.2K)
Filed 2026-10-13
Paladin Partners, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$37.4K (+$7.0K)
Filed 2026-10-06
Pioneer Family Office, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$36.8K (+$6.9K)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares175 from 172
Change+3 (+2%)
Value$35.7K (+$7.2K)
Filed 2026-10-30
Phillip James Consulting Co.
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$34.5K (+$6.5K)
Filed 2026-11-03
Vima LLC
INCREASED
Shares167 from 166
Change+1 (+1%)
Value$34.0K (+$6.5K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$31.5K (+$5.9K)
Filed 2026-10-23
Bear Mountain Capital, Inc.
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$33.3K (+$6.4K)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
INCREASED
Shares143 from 131
Change+12 (+9%)
Value$29.2K (+$7.5K)
Filed 2026-10-23
Entrust Financial LLC
DECREASED
Shares141 from 151
Change-10 (-7%)
Value$28.8K (+$3.8K)
Filed 2026-11-04
Fairman Group, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$28.4K (+$5.3K)
Filed 2026-10-26
Tower View Wealth Management LLC
DECREASED
Shares137 from 490
Change-353 (-72%)
Value$27.9K (-$53.2K)
Filed 2026-10-23
Jcic Asset Management Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$28.0K (-$368)
Filed 2026-10-30
Maseco LLP
INCREASED
Shares132 from 80
Change+52 (+65%)
Value$27.0K (+$13.7K)
Filed 2026-10-27
Midwest Capital Advisors, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$26.6K (+$5.0K)
Filed 2026-11-04
Curat Global, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$25.5K (+$4.8K)
Filed 2026-10-26
FNY Investment Advisers, LLC
INCREASED
Shares123 from 120
Change+3 (+3%)
Value$25.0K (+$25.0K)
Filed 2026-10-16
American Capital Advisory, LLC
INCREASED
Shares123 from 120
Change+3 (+3%)
Value$25.1K (+$5.2K)
Filed 2026-10-28
McCarley & Cook Financial Planners
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$24.7K (+$4.7K)
Filed 2026-10-21
Peterson Wealth Management
INCREASED
Shares110 from 109
Change+1 (+1%)
Value$22.4K (+$4.4K)
Filed 2026-11-06
Advantage Trust Co
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$22.5K (+$4.2K)
Filed 2026-10-19
Three Bridge Wealth Advisors, LLC
NEW
Shares102
Change+102
Value$20.8K
Filed 2026-11-05
Robbins Farley
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.4K (+$3.8K)
Filed 2026-10-21
Monetary Solutions, Ltd
INCREASED
Shares84 from 82
Change+2 (+2%)
Value$17.2K (+$3.6K)
Filed 2026-10-22
Belvedere Trading LLC
NEW
Shares82
Change+82
Value$16.7K
Filed 2026-11-05
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$16.3K (+$3.1K)
Filed 2026-10-23
Clayton Financial Group LLC
NEW
Shares75
Change+75
Value$15.3K
Filed 2026-10-13
10Elms LLP
INCREASED
Shares74 from 30
Change+44 (+147%)
Value$15.1K (+$10.1K)
Filed 2026-11-06
Main Street Group, LTD
DECREASED
Shares71 from 137
Change-66 (-48%)
Value$14.6K (-$8.1K)
Filed 2026-10-28
United Financial Planning Group LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$12.3K (+$2.3K)
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$11.0K (+$2.1K)
Filed 2026-10-01
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares53 from 868
Change-815 (-94%)
Value$10.8K (-$133.1K)
Filed 2026-10-07
Nvest Wealth Strategies, Inc.
DECREASED
Shares45 from 50
Change-5 (-10%)
Value$9.2K (+$901)
Filed 2026-10-14
PayPay Securities Corp
DECREASED
Shares39 from 58
Change-19 (-33%)
Value$8.0K (-$1.7K)
Filed 2026-10-27
Fiduciary Advisors, Inc.
NEW
Shares32
Change+32
Value$6.5K
Filed 2026-10-16
Mountain Hill Investment Partners Corp.
DECREASED
Shares27 from 127
Change-100 (-79%)
Value$5.5K (-$15.5K)
Filed 2026-10-23
GS Investments, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.1K (+$961)
Filed 2026-11-05
Bulwark Capital Corp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.0K (+$945)
Filed 2026-10-13
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares21
Change+21
Value$4.3K
Filed 2026-10-28
Networth Advisors, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.7K (+$722)
Filed 2026-11-03
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.7K (+$720)
Filed 2026-10-29
Horrell Capital Management, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.1K (+$409)
Filed 2026-10-08
Your Advocates Ltd., LLP
INCREASED
Shares8 from 5
Change+3 (+60%)
Value$1.6K (+$805)
Filed 2026-11-03
Sherman Asset Management, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.6K (+$306)
Filed 2026-11-05
Imc-Chicago, LLC
CLOSED
Shares0 from 329,207
Change-329,207 (-100%)
Value$0 (-$54.6M)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 134,525
Change-134,525 (-100%)
Value$0 (-$22.3M)
Filed 2026-10-16
Natixis
CLOSED
Shares0 from 72,162
Change-72,162 (-100%)
Value$0 (-$12.0M)
Filed 2026-11-06
Oak Thistle LLC
CLOSED
Shares0 from 41,333
Change-41,333 (-100%)
Value$0 (-$6.9M)
Filed 2026-10-21
Arnhold LLC
CLOSED
Shares0 from 21,921
Change-21,921 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-26
Laurion Capital Management LP
CLOSED
Shares0 from 18,157
Change-18,157 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-30
VCI Wealth Management LLC
CLOSED
Shares0 from 14,132
Change-14,132 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-29
Wellington Shields & Co., LLC
CLOSED
Shares0 from 13,002
Change-13,002 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-03
Milestones Administradora de Recursos Ltda.
CLOSED
Shares0 from 11,731
Change-11,731 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-21
Arbor Capital Management Inc
CLOSED
Shares0 from 9,906
Change-9,906 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-21
Wolverine Asset Management LLC
CLOSED
Shares0 from 9,550
Change-9,550 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-02
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 8,436
Change-8,436 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
OMC Financial Services LTD
CLOSED
Shares0 from 6,583
Change-6,583 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-19
Malaga Cove Capital, LLC
CLOSED
Shares0 from 4,086
Change-4,086 (-100%)
Value$0 (-$677.3K)
Filed 2026-10-23
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 3,985
Change-3,985 (-100%)
Value$0 (-$660.6K)
Filed 2026-11-06
Wisconsin Wealth Advisors, LLC
CLOSED
Shares0 from 3,840
Change-3,840 (-100%)
Value$0 (-$636.6K)
Filed 2026-10-08
One Wealth Capital Management, LLC
CLOSED
Shares0 from 3,750
Change-3,750 (-100%)
Value$0 (-$621.6K)
Filed 2026-10-23
Johnson Financial Group, LLC
CLOSED
Shares0 from 3,421
Change-3,421 (-100%)
Value$0 (-$567.1K)
Filed 2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 3,088
Change-3,088 (-100%)
Value$0 (-$511.9K)
Filed 2026-11-04
FDx Advisors, Inc.
CLOSED
Shares0 from 2,576
Change-2,576 (-100%)
Value$0 (-$427.0K)
Filed 2026-11-05
Check Capital Management Inc
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$414.4K)
Filed 2026-11-05
Norris Perne & French LLP
CLOSED
Shares0 from 2,443
Change-2,443 (-100%)
Value$0 (-$405.0K)
Filed 2026-10-23
MQS Management LLC
CLOSED
Shares0 from 2,128
Change-2,128 (-100%)
Value$0 (-$352.7K)
Filed 2026-11-06
Community Bank of Raymore
CLOSED
Shares0 from 2,087
Change-2,087 (-100%)
Value$0 (-$345.9K)
Filed 2026-10-23
Hofer & Associates. Inc
CLOSED
Shares0 from 1,989
Change-1,989 (-100%)
Value$0 (-$329.6K)
Filed 2026-10-13
Waycross Partners, LLC
CLOSED
Shares0 from 1,967
Change-1,967 (-100%)
Value$0 (-$326.1K)
Filed 2026-11-03
Schorn Wealth LLC
CLOSED
Shares0 from 1,881
Change-1,881 (-100%)
Value$0 (-$311.8K)
Filed 2026-10-14
Lane Brothers & Co Inc
CLOSED
Shares0 from 1,846
Change-1,846 (-100%)
Value$0 (-$306.0K)
Filed 2026-11-02
4Wealth Advisors, Inc.
CLOSED
Shares0 from 1,746
Change-1,746 (-100%)
Value$0 (-$294.1K)
Filed 2026-10-13
Monument Group Wealth Advisors, LLC
CLOSED
Shares0 from 1,517
Change-1,517 (-100%)
Value$0 (-$323.0K)
Filed 2026-10-21
Wealth Science Advisors LLC
CLOSED
Shares0 from 1,516
Change-1,516 (-100%)
Value$0 (-$251.3K)
Filed 2026-10-09
SeedSafe Financial LLC
CLOSED
Shares0 from 1,452
Change-1,452 (-100%)
Value$0 (-$240.7K)
Filed 2026-11-02
TrustWell Financial Advisors, LLC
CLOSED
Shares0 from 1,310
Change-1,310 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-15
Goldstein Advisors, LLC
CLOSED
Shares0 from 1,256
Change-1,256 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-15
GLR Partners, LLC
CLOSED
Shares0 from 1,247
Change-1,247 (-100%)
Value$0 (-$206.7K)
Filed 2026-11-04
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,112
Change-1,112 (-100%)
Value$0 (-$208.5K)
Filed 2026-10-16
Cornerstone Planning Group LLC
CLOSED
Shares0 from 987
Change-987 (-100%)
Value$0 (-$190.4K)
Filed 2026-10-16
Gill Capital Partners, LLC
CLOSED
Shares0 from 832
Change-832 (-100%)
Value$0 (-$137.9K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 649
Change-649 (-100%)
Value$0 (-$107.6K)
Filed 2026-10-20
Bayforest Capital Ltd
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$95.3K)
Filed 2026-11-03
Atlatl Advisers LLC
CLOSED
Shares0 from 563
Change-563 (-100%)
Value$0 (-$93.3K)
Filed 2026-10-22
One River Asset Management, LLC
CLOSED
Shares0 from 557
Change-557 (-100%)
Value$0 (-$92.3K)
Filed 2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 510
Change-510 (-100%)
Value$0 (-$84.5K)
Filed 2026-10-29
Evolution Advisers, Inc.
CLOSED
Shares0 from 310
Change-310 (-100%)
Value$0 (-$51.0K)
Filed 2026-11-06
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$33)
Filed 2026-11-06
Whipplewood Advisors, LLC
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$18.1K)
Filed 2026-10-20
Midway Capital Research & Management
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$16.6K)
Filed 2026-10-20
Brooklands Fund Management Ltd
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$174)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$670.0K (+$191.0K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 154,824,622
Change-154,824,622 (-100%)
Value—
State Street Corp
N/A
Shares— from 148,447,634
Change-148,447,634 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 122,899,830
Change-122,899,830 (-100%)
Value—
Berkshire Hathaway Inc
N/A
Shares— from 84,375,856
Change-84,375,856 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 42,476,901
Change-42,476,901 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 37,714,808
Change-37,714,808 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 36,051,004
Change-36,051,004 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 27,205,457
Change-27,205,457 (-100%)
Value—
Norges Bank
N/A
Shares— from 22,964,061
Change-22,964,061 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 19,715,597
Change-19,715,597 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 19,354,494
Change-19,354,494 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 19,044,269
Change-19,044,269 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 17,571,723
Change-17,571,723 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,544,909
Change-17,544,909 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 15,439,665
Change-15,439,665 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 15,185,328
Change-15,185,328 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,146,366
Change-14,146,366 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 13,334,215
Change-13,334,215 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,042,972
Change-13,042,972 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,745,312
Change-11,745,312 (-100%)
Value—
Capital World Investors
N/A
Shares— from 10,890,630
Change-10,890,630 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,688,911
Change-10,688,911 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 10,525,297
Change-10,525,297 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 8,822,469
Change-8,822,469 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,755,492
Change-8,755,492 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,504,409
Change-7,504,409 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,332,774
Change-7,332,774 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 6,316,069
Change-6,316,069 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 6,072,686
Change-6,072,686 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 5,679,785
Change-5,679,785 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,502,367
Change-5,502,367 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,065,768
Change-5,065,768 (-100%)
Value—
National Pension Service
N/A
Shares— from 4,525,852
Change-4,525,852 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 4,348,495
Change-4,348,495 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 4,321,814
Change-4,321,814 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 4,290,958
Change-4,290,958 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 4,141,943
Change-4,141,943 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,118,469
Change-4,118,469 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 4,078,078
Change-4,078,078 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,932,543
Change-3,932,543 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,828,738
Change-3,828,738 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,772,598
Change-3,772,598 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,744,262
Change-3,744,262 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 3,730,283
Change-3,730,283 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 3,626,259
Change-3,626,259 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,496,126
Change-3,496,126 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,390,229
Change-3,390,229 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,056,388
Change-3,056,388 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,053,750
Change-3,053,750 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,050,110
Change-3,050,110 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,991,482
Change-2,991,482 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,912,517
Change-2,912,517 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,909,742
Change-2,909,742 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,870,517
Change-2,870,517 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,789,090
Change-2,789,090 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,774,754
Change-2,774,754 (-100%)
Value—
Capital International Investors
N/A
Shares— from 2,663,770
Change-2,663,770 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,610,183
Change-2,610,183 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,535,368
Change-2,535,368 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 2,507,330
Change-2,507,330 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,423,296
Change-2,423,296 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,400,279
Change-2,400,279 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 2,330,961
Change-2,330,961 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 2,285,458
Change-2,285,458 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,188,745
Change-2,188,745 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,182,507
Change-2,182,507 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 2,125,327
Change-2,125,327 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,065,765
Change-2,065,765 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,977,543
Change-1,977,543 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,891,879
Change-1,891,879 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,842,307
Change-1,842,307 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,827,459
Change-1,827,459 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,788,593
Change-1,788,593 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,736,226
Change-1,736,226 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,734,558
Change-1,734,558 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,730,155
Change-1,730,155 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,728,643
Change-1,728,643 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,724,613
Change-1,724,613 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,718,548
Change-1,718,548 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,662,779
Change-1,662,779 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,643,975
Change-1,643,975 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,587,525
Change-1,587,525 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,582,345
Change-1,582,345 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,572,041
Change-1,572,041 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,569,921
Change-1,569,921 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,565,239
Change-1,565,239 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,548,715
Change-1,548,715 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,519,457
Change-1,519,457 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,446,112
Change-1,446,112 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,434,871
Change-1,434,871 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,385,180
Change-1,385,180 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,372,649
Change-1,372,649 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,249,960
Change-1,249,960 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,248,540
Change-1,248,540 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 1,217,423
Change-1,217,423 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,211,858
Change-1,211,858 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,157,465
Change-1,157,465 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,133,083
Change-1,133,083 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,097,929
Change-1,097,929 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,097,170
Change-1,097,170 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,090,395
Change-1,090,395 (-100%)
Value—
59 North Capital Management, LP
N/A
Shares— from 1,043,921
Change-1,043,921 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,020,003
Change-1,020,003 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,009,132
Change-1,009,132 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,006,660
Change-1,006,660 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 997,652
Change-997,652 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 992,042
Change-992,042 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 988,374
Change-988,374 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 986,154
Change-986,154 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 979,319
Change-979,319 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 976,799
Change-976,799 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 973,273
Change-973,273 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 967,999
Change-967,999 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 963,814
Change-963,814 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 944,091
Change-944,091 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 922,214
Change-922,214 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 921,682
Change-921,682 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 893,452
Change-893,452 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 884,625
Change-884,625 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 883,876
Change-883,876 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 879,695
Change-879,695 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 877,574
Change-877,574 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 863,597
Change-863,597 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 859,592
Change-859,592 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 828,303
Change-828,303 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 794,393
Change-794,393 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 790,306
Change-790,306 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 785,091
Change-785,091 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 766,061
Change-766,061 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 758,835
Change-758,835 (-100%)
Value—
FIL Ltd
N/A
Shares— from 758,484
Change-758,484 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 728,946
Change-728,946 (-100%)
Value—
Blair William & Co
N/A
Shares— from 727,136
Change-727,136 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 711,208
Change-711,208 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 699,729
Change-699,729 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 698,709
Change-698,709 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 694,835
Change-694,835 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 655,499
Change-655,499 (-100%)
Value—
ING Groep NV
N/A
Shares— from 655,308
Change-655,308 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 653,897
Change-653,897 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 646,295
Change-646,295 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 646,010
Change-646,010 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 638,363
Change-638,363 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 624,513
Change-624,513 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 615,136
Change-615,136 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 614,615
Change-614,615 (-100%)
Value—
Commerce Bank
N/A
Shares— from 596,079
Change-596,079 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 587,088
Change-587,088 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 586,022
Change-586,022 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 577,778
Change-577,778 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 563,134
Change-563,134 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 561,335
Change-561,335 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 556,097
Change-556,097 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 554,410
Change-554,410 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 538,121
Change-538,121 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 534,527
Change-534,527 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 531,516
Change-531,516 (-100%)
Value—
&partners
N/A
Shares— from 530,923
Change-530,923 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 528,734
Change-528,734 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 516,253
Change-516,253 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 488,526
Change-488,526 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 486,226
Change-486,226 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 482,234
Change-482,234 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 470,794
Change-470,794 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 466,485
Change-466,485 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 466,416
Change-466,416 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 457,546
Change-457,546 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 452,243
Change-452,243 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 444,133
Change-444,133 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 428,022
Change-428,022 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 425,319
Change-425,319 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 424,912
Change-424,912 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 423,910
Change-423,910 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 407,105
Change-407,105 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 404,553
Change-404,553 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 401,107
Change-401,107 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 394,824
Change-394,824 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 393,831
Change-393,831 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 387,045
Change-387,045 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 386,716
Change-386,716 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 386,030
Change-386,030 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 355,336
Change-355,336 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 354,342
Change-354,342 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 349,005
Change-349,005 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 348,749
Change-348,749 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 344,791
Change-344,791 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 334,963
Change-334,963 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 330,878
Change-330,878 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 325,585
Change-325,585 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 323,860
Change-323,860 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 318,160
Change-318,160 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 317,400
Change-317,400 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 314,945
Change-314,945 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 309,236
Change-309,236 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 308,521
Change-308,521 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 305,622
Change-305,622 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 298,065
Change-298,065 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 289,965
Change-289,965 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 288,864
Change-288,864 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 285,903
Change-285,903 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 285,665
Change-285,665 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 281,696
Change-281,696 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 278,373
Change-278,373 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 278,136
Change-278,136 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 276,715
Change-276,715 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 272,408
Change-272,408 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 271,962
Change-271,962 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 271,098
Change-271,098 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 265,948
Change-265,948 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 264,438
Change-264,438 (-100%)
Value—
Stephens Inc
N/A
Shares— from 260,627
Change-260,627 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 254,874
Change-254,874 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 254,459
Change-254,459 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 248,370
Change-248,370 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 247,769
Change-247,769 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 247,455
Change-247,455 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 242,884
Change-242,884 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 239,937
Change-239,937 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 237,746
Change-237,746 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 237,649
Change-237,649 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 237,172
Change-237,172 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 237,119
Change-237,119 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 234,992
Change-234,992 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 234,297
Change-234,297 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 232,266
Change-232,266 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 227,111
Change-227,111 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 220,348
Change-220,348 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 212,936
Change-212,936 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 210,094
Change-210,094 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 209,168
Change-209,168 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 203,000
Change-203,000 (-100%)
Value—
Dodge & COX
N/A
Shares— from 202,503
Change-202,503 (-100%)
Value—
Allstate Corp
N/A
Shares— from 200,849
Change-200,849 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 200,310
Change-200,310 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 199,588
Change-199,588 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 198,177
Change-198,177 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 196,043
Change-196,043 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 193,583
Change-193,583 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 190,828
Change-190,828 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 190,393
Change-190,393 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 187,632
Change-187,632 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 186,674
Change-186,674 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 186,581
Change-186,581 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 183,234
Change-183,234 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 183,089
Change-183,089 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 181,277
Change-181,277 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 178,117
Change-178,117 (-100%)
Value—
Solus Alternative Asset Management LP
N/A
Shares— from 177,723
Change-177,723 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 177,024
Change-177,024 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 173,771
Change-173,771 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 172,344
Change-172,344 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 171,506
Change-171,506 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 167,128
Change-167,128 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 166,612
Change-166,612 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 165,824
Change-165,824 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 164,738
Change-164,738 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 164,221
Change-164,221 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 164,149
Change-164,149 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 162,167
Change-162,167 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 159,583
Change-159,583 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 158,990
Change-158,990 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 158,001
Change-158,001 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 154,753
Change-154,753 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 150,387
Change-150,387 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 150,114
Change-150,114 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 148,458
Change-148,458 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 148,124
Change-148,124 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 146,575
Change-146,575 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 146,564
Change-146,564 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 144,090
Change-144,090 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 143,483
Change-143,483 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 142,452
Change-142,452 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 141,961
Change-141,961 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 141,372
Change-141,372 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 137,244
Change-137,244 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 136,295
Change-136,295 (-100%)
Value—
Summitry LLC
N/A
Shares— from 135,864
Change-135,864 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 134,721
Change-134,721 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 133,708
Change-133,708 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 131,919
Change-131,919 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 131,671
Change-131,671 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 129,288
Change-129,288 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 129,202
Change-129,202 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 127,861
Change-127,861 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 126,680
Change-126,680 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 126,577
Change-126,577 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 126,393
Change-126,393 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 126,265
Change-126,265 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 125,480
Change-125,480 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 123,970
Change-123,970 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 123,703
Change-123,703 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 123,350
Change-123,350 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 123,205
Change-123,205 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 121,636
Change-121,636 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 119,529
Change-119,529 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 119,507
Change-119,507 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 119,361
Change-119,361 (-100%)
Value—
Colrain Capital LLC
N/A
Shares— from 119,041
Change-119,041 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 118,275
Change-118,275 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 116,907
Change-116,907 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 115,632
Change-115,632 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 114,499
Change-114,499 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 113,541
Change-113,541 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 112,498
Change-112,498 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 111,500
Change-111,500 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 111,375
Change-111,375 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 110,127
Change-110,127 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 107,823
Change-107,823 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 106,186
Change-106,186 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 105,940
Change-105,940 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 105,557
Change-105,557 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 104,913
Change-104,913 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 104,788
Change-104,788 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 104,588
Change-104,588 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 104,396
Change-104,396 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 103,274
Change-103,274 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 101,862
Change-101,862 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 101,776
Change-101,776 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 101,773
Change-101,773 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 101,289
Change-101,289 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 99,373
Change-99,373 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 99,059
Change-99,059 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 98,259
Change-98,259 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 96,557
Change-96,557 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 95,937
Change-95,937 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 93,564
Change-93,564 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 93,502
Change-93,502 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 92,995
Change-92,995 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 92,831
Change-92,831 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 91,032
Change-91,032 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 90,394
Change-90,394 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 89,773
Change-89,773 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 89,084
Change-89,084 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 88,657
Change-88,657 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 88,215
Change-88,215 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 87,689
Change-87,689 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 87,323
Change-87,323 (-100%)
Value—
United Bank
N/A
Shares— from 86,648
Change-86,648 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 86,122
Change-86,122 (-100%)
Value—
Simmons Bank
N/A
Shares— from 85,915
Change-85,915 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 85,766
Change-85,766 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 85,559
Change-85,559 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 84,603
Change-84,603 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 84,602
Change-84,602 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 83,566
Change-83,566 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 83,007
Change-83,007 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 82,794
Change-82,794 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 82,674
Change-82,674 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 82,362
Change-82,362 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 82,029
Change-82,029 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 81,508
Change-81,508 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 81,311
Change-81,311 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 81,205
Change-81,205 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 80,992
Change-80,992 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 80,589
Change-80,589 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 80,352
Change-80,352 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 79,446
Change-79,446 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 78,383
Change-78,383 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 78,195
Change-78,195 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 76,874
Change-76,874 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 76,544
Change-76,544 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 76,460
Change-76,460 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 76,336
Change-76,336 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 76,007
Change-76,007 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 75,351
Change-75,351 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 75,075
Change-75,075 (-100%)
Value—
ACT Capital Management, LLC
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 74,981
Change-74,981 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 74,951
Change-74,951 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 74,118
Change-74,118 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 74,091
Change-74,091 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 74,013
Change-74,013 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 73,684
Change-73,684 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 73,440
Change-73,440 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 73,275
Change-73,275 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 72,961
Change-72,961 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 72,909
Change-72,909 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 72,792
Change-72,792 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 72,592
Change-72,592 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 72,254
Change-72,254 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 72,097
Change-72,097 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 71,836
Change-71,836 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 71,706
Change-71,706 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 70,218
Change-70,218 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 70,088
Change-70,088 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 69,556
Change-69,556 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 68,870
Change-68,870 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 68,660
Change-68,660 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 68,139
Change-68,139 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 66,984
Change-66,984 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 66,414
Change-66,414 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 66,208
Change-66,208 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 65,042
Change-65,042 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 63,741
Change-63,741 (-100%)
Value—
Motco
N/A
Shares— from 63,012
Change-63,012 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 62,380
Change-62,380 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 62,290
Change-62,290 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 62,273
Change-62,273 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 61,570
Change-61,570 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 60,667
Change-60,667 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 60,277
Change-60,277 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 60,023
Change-60,023 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 59,409
Change-59,409 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 59,228
Change-59,228 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 59,227
Change-59,227 (-100%)
Value—
Carlson Capital, L.P.
N/A
Shares— from 58,775
Change-58,775 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 58,480
Change-58,480 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 58,197
Change-58,197 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 57,689
Change-57,689 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 57,196
Change-57,196 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 56,711
Change-56,711 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 56,385
Change-56,385 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 56,246
Change-56,246 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 55,881
Change-55,881 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 55,760
Change-55,760 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 55,576
Change-55,576 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 55,555
Change-55,555 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 55,364
Change-55,364 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 54,730
Change-54,730 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 54,667
Change-54,667 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 54,615
Change-54,615 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 54,597
Change-54,597 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 54,269
Change-54,269 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 53,913
Change-53,913 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 53,676
Change-53,676 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 53,163
Change-53,163 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 53,097
Change-53,097 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 52,424
Change-52,424 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 52,282
Change-52,282 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 51,691
Change-51,691 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 51,226
Change-51,226 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 50,904
Change-50,904 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 50,687
Change-50,687 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 50,387
Change-50,387 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 50,237
Change-50,237 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 50,033
Change-50,033 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 49,500
Change-49,500 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 49,303
Change-49,303 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 49,143
Change-49,143 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 49,096
Change-49,096 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 49,082
Change-49,082 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 49,041
Change-49,041 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 48,982
Change-48,982 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 47,788
Change-47,788 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 47,772
Change-47,772 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 47,475
Change-47,475 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 47,261
Change-47,261 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 47,140
Change-47,140 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 46,356
Change-46,356 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 46,237
Change-46,237 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 45,876
Change-45,876 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 45,769
Change-45,769 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 45,528
Change-45,528 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 45,298
Change-45,298 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 44,974
Change-44,974 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 44,943
Change-44,943 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 44,736
Change-44,736 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 44,562
Change-44,562 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 44,480
Change-44,480 (-100%)
Value—
Calydon Capital
N/A
Shares— from 44,159
Change-44,159 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 44,154
Change-44,154 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 43,443
Change-43,443 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 43,435
Change-43,435 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 43,313
Change-43,313 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 43,165
Change-43,165 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 43,099
Change-43,099 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 43,089
Change-43,089 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 42,280
Change-42,280 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 41,517
Change-41,517 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 41,506
Change-41,506 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 41,419
Change-41,419 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 41,247
Change-41,247 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 41,181
Change-41,181 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 41,147
Change-41,147 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 41,146
Change-41,146 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 40,892
Change-40,892 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 40,886
Change-40,886 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 40,847
Change-40,847 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 40,799
Change-40,799 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 40,610
Change-40,610 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 40,284
Change-40,284 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 40,070
Change-40,070 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 39,931
Change-39,931 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 39,620
Change-39,620 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 39,577
Change-39,577 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 39,459
Change-39,459 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 39,198
Change-39,198 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 38,666
Change-38,666 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 38,597
Change-38,597 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 38,374
Change-38,374 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 38,257
Change-38,257 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 37,929
Change-37,929 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 37,821
Change-37,821 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 37,284
Change-37,284 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 37,098
Change-37,098 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 37,041
Change-37,041 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 36,935
Change-36,935 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 36,793
Change-36,793 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 36,608
Change-36,608 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 36,536
Change-36,536 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 36,466
Change-36,466 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 35,909
Change-35,909 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 35,848
Change-35,848 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 35,629
Change-35,629 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 35,557
Change-35,557 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 35,533
Change-35,533 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 35,312
Change-35,312 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 35,283
Change-35,283 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 35,078
Change-35,078 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 34,626
Change-34,626 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 34,572
Change-34,572 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 34,331
Change-34,331 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 34,120
Change-34,120 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 34,069
Change-34,069 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 34,069
Change-34,069 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 34,065
Change-34,065 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 33,943
Change-33,943 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 33,916
Change-33,916 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 33,856
Change-33,856 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 33,832
Change-33,832 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 33,778
Change-33,778 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 33,474
Change-33,474 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 33,273
Change-33,273 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 33,226
Change-33,226 (-100%)
Value—
Prudential PLC
N/A
Shares— from 33,162
Change-33,162 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 33,016
Change-33,016 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 32,959
Change-32,959 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 32,928
Change-32,928 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 32,632
Change-32,632 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 32,539
Change-32,539 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 32,274
Change-32,274 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 32,132
Change-32,132 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 32,118
Change-32,118 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 32,045
Change-32,045 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 32,003
Change-32,003 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 31,809
Change-31,809 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 31,735
Change-31,735 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 31,502
Change-31,502 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 31,469
Change-31,469 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 31,214
Change-31,214 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 31,142
Change-31,142 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 31,086
Change-31,086 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 31,081
Change-31,081 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 31,005
Change-31,005 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 30,837
Change-30,837 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 30,641
Change-30,641 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 30,580
Change-30,580 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 30,319
Change-30,319 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 30,243
Change-30,243 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 30,029
Change-30,029 (-100%)
Value—
S&CO Inc
N/A
Shares— from 30,024
Change-30,024 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 29,630
Change-29,630 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 29,525
Change-29,525 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 29,410
Change-29,410 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 29,369
Change-29,369 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 29,366
Change-29,366 (-100%)
Value—
Ossiam
N/A
Shares— from 29,302
Change-29,302 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 29,292
Change-29,292 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 29,219
Change-29,219 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 29,004
Change-29,004 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 28,888
Change-28,888 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 28,825
Change-28,825 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 28,682
Change-28,682 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 28,641
Change-28,641 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 28,525
Change-28,525 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 28,321
Change-28,321 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 28,131
Change-28,131 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 27,996
Change-27,996 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 27,953
Change-27,953 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 27,951
Change-27,951 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 27,501
Change-27,501 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 27,441
Change-27,441 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 27,425
Change-27,425 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 27,159
Change-27,159 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 26,923
Change-26,923 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 26,896
Change-26,896 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 26,858
Change-26,858 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 26,835
Change-26,835 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 26,778
Change-26,778 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 26,738
Change-26,738 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 26,696
Change-26,696 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 26,539
Change-26,539 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 26,317
Change-26,317 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 26,240
Change-26,240 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 26,233
Change-26,233 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 26,181
Change-26,181 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 26,123
Change-26,123 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 25,994
Change-25,994 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 25,938
Change-25,938 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 25,616
Change-25,616 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 25,613
Change-25,613 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 25,573
Change-25,573 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 25,384
Change-25,384 (-100%)
Value—
Turas Capital Management LP
N/A
Shares— from 25,300
Change-25,300 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 25,241
Change-25,241 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 25,103
Change-25,103 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 25,033
Change-25,033 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 24,964
Change-24,964 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 24,870
Change-24,870 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 24,500
Change-24,500 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 24,390
Change-24,390 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 24,286
Change-24,286 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 24,098
Change-24,098 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 24,055
Change-24,055 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 23,935
Change-23,935 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 23,929
Change-23,929 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 23,928
Change-23,928 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 23,656
Change-23,656 (-100%)
Value—
Nwam LLC
N/A
Shares— from 23,553
Change-23,553 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 23,524
Change-23,524 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 23,470
Change-23,470 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 23,447
Change-23,447 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 23,359
Change-23,359 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 23,166
Change-23,166 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 23,078
Change-23,078 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 23,041
Change-23,041 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 22,973
Change-22,973 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 22,682
Change-22,682 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 22,608
Change-22,608 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 22,540
Change-22,540 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 22,207
Change-22,207 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 22,193
Change-22,193 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 22,119
Change-22,119 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 21,878
Change-21,878 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 21,825
Change-21,825 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 21,801
Change-21,801 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 21,737
Change-21,737 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 21,588
Change-21,588 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 21,491
Change-21,491 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 21,267
Change-21,267 (-100%)
Value—
EFG International AG
N/A
Shares— from 21,230
Change-21,230 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 21,210
Change-21,210 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 21,199
Change-21,199 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 21,096
Change-21,096 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 20,957
Change-20,957 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 20,839
Change-20,839 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 20,743
Change-20,743 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 20,546
Change-20,546 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 20,267
Change-20,267 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 20,157
Change-20,157 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 19,949
Change-19,949 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 19,939
Change-19,939 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 19,880
Change-19,880 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 19,809
Change-19,809 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 19,801
Change-19,801 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 19,798
Change-19,798 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 19,784
Change-19,784 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 19,728
Change-19,728 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 19,706
Change-19,706 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 19,610
Change-19,610 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 19,569
Change-19,569 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 19,543
Change-19,543 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 19,332
Change-19,332 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 19,268
Change-19,268 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 19,232
Change-19,232 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 19,210
Change-19,210 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 19,173
Change-19,173 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 19,066
Change-19,066 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 19,009
Change-19,009 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 18,998
Change-18,998 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 18,855
Change-18,855 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 18,801
Change-18,801 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 18,682
Change-18,682 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 18,600
Change-18,600 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 18,541
Change-18,541 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 18,422
Change-18,422 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 18,285
Change-18,285 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 18,138
Change-18,138 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 18,131
Change-18,131 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 17,850
Change-17,850 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 17,835
Change-17,835 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 17,746
Change-17,746 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 17,713
Change-17,713 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 17,683
Change-17,683 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 17,619
Change-17,619 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 17,554
Change-17,554 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 17,522
Change-17,522 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 17,453
Change-17,453 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 17,387
Change-17,387 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 17,364
Change-17,364 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 17,310
Change-17,310 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 17,280
Change-17,280 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 17,225
Change-17,225 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 17,160
Change-17,160 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 17,152
Change-17,152 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 17,114
Change-17,114 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 17,005
Change-17,005 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 16,918
Change-16,918 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 16,865
Change-16,865 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 16,827
Change-16,827 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 16,755
Change-16,755 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 16,742
Change-16,742 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 16,650
Change-16,650 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 16,619
Change-16,619 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 16,562
Change-16,562 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 16,512
Change-16,512 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 16,505
Change-16,505 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 16,504
Change-16,504 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 16,279
Change-16,279 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 16,252
Change-16,252 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 16,165
Change-16,165 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 16,080
Change-16,080 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 16,061
Change-16,061 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 16,049
Change-16,049 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 15,954
Change-15,954 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 15,894
Change-15,894 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 15,879
Change-15,879 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 15,784
Change-15,784 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 15,749
Change-15,749 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 15,721
Change-15,721 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 15,675
Change-15,675 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 15,587
Change-15,587 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 15,484
Change-15,484 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 15,402
Change-15,402 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 15,327
Change-15,327 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 15,206
Change-15,206 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 15,137
Change-15,137 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 15,092
Change-15,092 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 15,066
Change-15,066 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 14,951
Change-14,951 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 14,874
Change-14,874 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 14,869
Change-14,869 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 14,854
Change-14,854 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 14,831
Change-14,831 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 14,806
Change-14,806 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 14,750
Change-14,750 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 14,695
Change-14,695 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 14,634
Change-14,634 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 14,594
Change-14,594 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 14,563
Change-14,563 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 14,458
Change-14,458 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 14,293
Change-14,293 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 14,289
Change-14,289 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 14,275
Change-14,275 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 14,202
Change-14,202 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 14,182
Change-14,182 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 14,145
Change-14,145 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 14,090
Change-14,090 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 14,050
Change-14,050 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 13,989
Change-13,989 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 13,934
Change-13,934 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 13,753
Change-13,753 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 13,745
Change-13,745 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 13,577
Change-13,577 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 13,510
Change-13,510 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 13,470
Change-13,470 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 13,449
Change-13,449 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 13,426
Change-13,426 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 13,353
Change-13,353 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 13,345
Change-13,345 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 13,306
Change-13,306 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 13,288
Change-13,288 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 13,256
Change-13,256 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,220
Change-13,220 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 13,191
Change-13,191 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 13,140
Change-13,140 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 13,121
Change-13,121 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 13,077
Change-13,077 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 12,903
Change-12,903 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 12,775
Change-12,775 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 12,699
Change-12,699 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 12,655
Change-12,655 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 12,639
Change-12,639 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 12,618
Change-12,618 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 12,572
Change-12,572 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 12,570
Change-12,570 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 12,520
Change-12,520 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 12,496
Change-12,496 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 12,495
Change-12,495 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 12,456
Change-12,456 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 12,436
Change-12,436 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 12,338
Change-12,338 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 12,336
Change-12,336 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 12,329
Change-12,329 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 12,322
Change-12,322 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 12,303
Change-12,303 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,251
Change-12,251 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 12,030
Change-12,030 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 11,994
Change-11,994 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 11,935
Change-11,935 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 11,924
Change-11,924 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 11,893
Change-11,893 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 11,779
Change-11,779 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 11,765
Change-11,765 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 11,707
Change-11,707 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 11,693
Change-11,693 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 11,655
Change-11,655 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
CSS LLC
N/A
Shares— from 11,482
Change-11,482 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 11,466
Change-11,466 (-100%)
Value—
Bank OZK
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 11,437
Change-11,437 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 11,402
Change-11,402 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 11,392
Change-11,392 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 11,307
Change-11,307 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 11,291
Change-11,291 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 11,219
Change-11,219 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 11,177
Change-11,177 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 11,127
Change-11,127 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 11,124
Change-11,124 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 10,926
Change-10,926 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 10,922
Change-10,922 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 10,911
Change-10,911 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 10,884
Change-10,884 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 10,864
Change-10,864 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 10,856
Change-10,856 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 10,827
Change-10,827 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 10,715
Change-10,715 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 10,652
Change-10,652 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 10,640
Change-10,640 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 10,639
Change-10,639 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 10,545
Change-10,545 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 10,475
Change-10,475 (-100%)
Value—
CNB Bank
N/A
Shares— from 10,466
Change-10,466 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 10,455
Change-10,455 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,443
Change-10,443 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 10,435
Change-10,435 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 10,402
Change-10,402 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 10,381
Change-10,381 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 10,377
Change-10,377 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 10,357
Change-10,357 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 10,326
Change-10,326 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10,298
Change-10,298 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 10,286
Change-10,286 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 10,274
Change-10,274 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 10,102
Change-10,102 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,063
Change-10,063 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 10,022
Change-10,022 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 9,999
Change-9,999 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 9,988
Change-9,988 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 9,986
Change-9,986 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 9,978
Change-9,978 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 9,951
Change-9,951 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 9,886
Change-9,886 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 9,876
Change-9,876 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 9,865
Change-9,865 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 9,851
Change-9,851 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 9,782
Change-9,782 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 9,558
Change-9,558 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 9,417
Change-9,417 (-100%)
Value—
Rogco, LP
N/A
Shares— from 9,343
Change-9,343 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 9,335
Change-9,335 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 9,326
Change-9,326 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 9,313
Change-9,313 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 9,283
Change-9,283 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 9,226
Change-9,226 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 9,199
Change-9,199 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 9,181
Change-9,181 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 9,136
Change-9,136 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 8,967
Change-8,967 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 8,947
Change-8,947 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 8,887
Change-8,887 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 8,789
Change-8,789 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 8,787
Change-8,787 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 8,753
Change-8,753 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 8,721
Change-8,721 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 8,709
Change-8,709 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 8,512
Change-8,512 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 8,506
Change-8,506 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 8,466
Change-8,466 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 8,466
Change-8,466 (-100%)
Value—
Centennial Bank
N/A
Shares— from 8,459
Change-8,459 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 8,426
Change-8,426 (-100%)
Value—
SCP Investment, LP
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Ames National Corp
N/A
Shares— from 8,372
Change-8,372 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 8,330
Change-8,330 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 8,329
Change-8,329 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 8,309
Change-8,309 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 8,284
Change-8,284 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 8,257
Change-8,257 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 8,247
Change-8,247 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 8,197
Change-8,197 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 8,165
Change-8,165 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 8,121
Change-8,121 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 8,116
Change-8,116 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 8,111
Change-8,111 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 8,091
Change-8,091 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 8,052
Change-8,052 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 8,038
Change-8,038 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 7,974
Change-7,974 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 7,930
Change-7,930 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 7,917
Change-7,917 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 7,858
Change-7,858 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 7,797
Change-7,797 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 7,787
Change-7,787 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 7,769
Change-7,769 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 7,766
Change-7,766 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 7,720
Change-7,720 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 7,707
Change-7,707 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 7,683
Change-7,683 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 7,681
Change-7,681 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,598
Change-7,598 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 7,493
Change-7,493 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 7,492
Change-7,492 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 7,474
Change-7,474 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 7,449
Change-7,449 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 7,439
Change-7,439 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 7,377
Change-7,377 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 7,372
Change-7,372 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 7,361
Change-7,361 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 7,351
Change-7,351 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 7,348
Change-7,348 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 7,348
Change-7,348 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 7,302
Change-7,302 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 7,301
Change-7,301 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 7,295
Change-7,295 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 7,281
Change-7,281 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 7,272
Change-7,272 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 7,262
Change-7,262 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 7,231
Change-7,231 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 7,227
Change-7,227 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 7,183
Change-7,183 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 7,094
Change-7,094 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 7,046
Change-7,046 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 7,043
Change-7,043 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 7,039
Change-7,039 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 6,990
Change-6,990 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 6,972
Change-6,972 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 6,969
Change-6,969 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 6,958
Change-6,958 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 6,854
Change-6,854 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 6,811
Change-6,811 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 6,783
Change-6,783 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 6,780
Change-6,780 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 6,777
Change-6,777 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 6,774
Change-6,774 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 6,714
Change-6,714 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 6,712
Change-6,712 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 6,691
Change-6,691 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 6,688
Change-6,688 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 6,562
Change-6,562 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 6,501
Change-6,501 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,488
Change-6,488 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 6,466
Change-6,466 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 6,364
Change-6,364 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 6,362
Change-6,362 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 6,336
Change-6,336 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 6,318
Change-6,318 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 6,295
Change-6,295 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,287
Change-6,287 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 6,241
Change-6,241 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 6,223
Change-6,223 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 6,111
Change-6,111 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 6,082
Change-6,082 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 6,053
Change-6,053 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 6,024
Change-6,024 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 5,995
Change-5,995 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 5,965
Change-5,965 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 5,963
Change-5,963 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 5,882
Change-5,882 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 5,869
Change-5,869 (-100%)
Value—
Alethea Capital Management, LLC
N/A
Shares— from 5,860
Change-5,860 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 5,849
Change-5,849 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,808
Change-5,808 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 5,801
Change-5,801 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 5,796
Change-5,796 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 5,746
Change-5,746 (-100%)
Value—
Members Trust Co
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 5,652
Change-5,652 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 5,604
Change-5,604 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 5,582
Change-5,582 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 5,556
Change-5,556 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 5,495
Change-5,495 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,463
Change-5,463 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 5,446
Change-5,446 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 5,431
Change-5,431 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 5,365
Change-5,365 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 5,357
Change-5,357 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 5,274
Change-5,274 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 5,261
Change-5,261 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 5,236
Change-5,236 (-100%)
Value—
CoreCommodity Management, LLC
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 5,228
Change-5,228 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 5,181
Change-5,181 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 5,129
Change-5,129 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 5,115
Change-5,115 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 5,097
Change-5,097 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 5,087
Change-5,087 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 5,042
Change-5,042 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 5,007
Change-5,007 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Timelo Investment Management Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 4,984
Change-4,984 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 4,919
Change-4,919 (-100%)
Value—
Altrafin AG
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
Optas, LLC
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 4,826
Change-4,826 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 4,818
Change-4,818 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,818
Change-4,818 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,794
Change-4,794 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 4,783
Change-4,783 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 4,706
Change-4,706 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,678
Change-4,678 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 4,678
Change-4,678 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 4,584
Change-4,584 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 4,573
Change-4,573 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 4,561
Change-4,561 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 4,514
Change-4,514 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 4,468
Change-4,468 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 4,459
Change-4,459 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 4,316
Change-4,316 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 4,240
Change-4,240 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 4,162
Change-4,162 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 4,099
Change-4,099 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 4,066
Change-4,066 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 4,061
Change-4,061 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 4,015
Change-4,015 (-100%)
Value—
Bank of Marin
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 3,963
Change-3,963 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 3,919
Change-3,919 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,879
Change-3,879 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 3,861
Change-3,861 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 3,816
Change-3,816 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 3,769
Change-3,769 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,671
Change-3,671 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 3,663
Change-3,663 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,598
Change-3,598 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Nine Masts Capital Ltd
N/A
Shares— from 3,558
Change-3,558 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
FCA Corp
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 3,462
Change-3,462 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 3,343
Change-3,343 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 3,124
Change-3,124 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
S&T Bank
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,987
Change-2,987 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 2,944
Change-2,944 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 2,899
Change-2,899 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,823
Change-2,823 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Ketron Financial
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 2,429
Change-2,429 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Diker Management LLC
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 1,876
Change-1,876 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
American Trust
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Caden Capital Partners, LP
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 941
Change-941 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 847
Change-847 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 825
Change-825 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 817
Change-817 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 782
Change-782 (-100%)
Value—
Corient IA LP
N/A
Shares— from 750
Change-750 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 725
Change-725 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 713
Change-713 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Allianz SE
N/A
Shares— from 642
Change-642 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 598
Change-598 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 591
Change-591 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 560
Change-560 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 525
Change-525 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 517
Change-517 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 498
Change-498 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 479
Change-479 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 453
Change-453 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Toews Corp
N/A
Shares— from 429
Change-429 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 284
Change-284 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 272
Change-272 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 246
Change-246 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 96
Change-96 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 91
Change-91 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 72
Change-72 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 43
Change-43 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 13
Change-13 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED46,782,80944,535,812+2,246,997+5%$7.4B$9.5B+$2.2B2026-11-06
Fisher Asset Management, LLC
DECREASED16,601,21016,657,865-56,6550%$2.8B$3.4B+$628.9M2026-11-06
Amundi
INCREASED15,438,54413,900,271+1,538,273+11%$2.3B$3.2B+$848.6M2026-11-06
Bank of New York Mellon Corp
INCREASED14,683,42614,346,731+336,695+2%$2.4B$3.0B+$620.4M2026-11-05
Dimensional Fund Advisors LP
DECREASED13,104,38713,144,673-40,2860%$2.2B$2.7B+$497.0M2026-11-04
Deutsche Bank Ag\
DECREASED6,444,3227,176,502-732,180-10%$1.2B$1.3B+$126.4M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED5,266,4834,890,968+375,515+8%$810.7M$1.1B+$264.7M2026-11-05
LPL Financial LLC
INCREASED4,564,1104,359,921+204,189+5%$722.7M$932.0M+$209.3M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED4,245,3754,309,574-64,199-1%$714.4M$866.9M+$152.6M2026-10-29
PNC Financial Services Group, Inc.
DECREASED3,826,0613,901,436-75,375-2%$646.7M$781.3M+$134.6M2026-11-06
Principal Financial Group Inc
INCREASED3,149,1783,128,012+21,166+1%$518.5M$643.1M+$124.6M2026-11-02
Citigroup Inc
DECREASED2,837,7222,975,994-138,272-5%$493.3M$579.5M+$86.2M2026-11-04
ACR Alpine Capital Research, LLC
INCREASED2,783,7362,780,991+2,745+0%$461.0M$568.5M+$107.5M2026-11-02
Ninety One UK Ltd
DECREASED2,637,0192,948,236-311,217-11%$488.7M$538.5M+$49.8M2026-10-15
Barclays PLC
DECREASED2,539,0953,813,167-1,274,072-33%$632.1M$518.5M-$113.6M2026-11-06
Bahl & Gaynor LLC
INCREASED2,395,5222,097,273+298,249+14%$347.6M$489.2M+$141.5M2026-11-05
US Bancorp \de\
DECREASED2,035,6022,050,249-14,647-1%$339.9M$415.7M+$75.8M2026-11-05
DekaBank Deutsche Girozentrale
DECREASED1,798,0691,912,833-114,764-6%$394.3K$368.0M+$367.6M2026-10-27
Russell Investments Group, Ltd.
INCREASED1,626,8911,476,849+150,042+10%$245.0M$332.3M+$87.2M2026-11-06
Fifth Third Bancorp
DECREASED1,573,2341,592,141-18,907-1%$263.9M$321.3M+$57.4M2026-11-05
Assenagon Asset Management S.A.
INCREASED1,418,5261,128,520+290,006+26%$187.1M$289.7M+$102.6M2026-10-15
New York State Teachers Retirement System
DECREASED1,413,6341,445,883-32,249-2%$239.7M$288.7M+$49.0M2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED1,351,6601,165,344+186,316+16%$193.2M$276.0M+$82.9M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED1,335,0521,131,012+204,040+18%$173.8M$250.0M+$76.3M2026-10-13
ProShare Advisors LLC
DECREASED1,289,7761,290,147-3710%$213.9M$263.4M+$49.5M2026-10-29
Truist Financial Corp
DECREASED1,259,6671,284,524-24,857-2%$212.9M$257.2M+$44.3M2026-10-30
Keybank National Association
DECREASED1,205,4831,227,289-21,806-2%$203.4M$246.2M+$42.7M2026-11-04
Retirement Systems of Alabama
INCREASED1,162,0741,141,026+21,048+2%$189.1M$237.3M+$48.2M2026-11-04
Creative Planning
INCREASED1,012,307954,599+57,708+6%$158.2M$206.7M+$48.5M2026-11-02
King Luther Capital Management Corp
DECREASED1,007,7341,061,896-54,162-5%$176.0M$205.8M+$29.8M2026-11-05
Commonwealth Equity Services, LLC
DECREASED993,3101,042,090-48,780-5%$172.7M$202.8M+$30.1M2026-11-02
Asset Management One Co., Ltd.
INCREASED945,475929,123+16,352+2%$154.0M$193.1M+$39.1M2026-10-27
LSV Asset Management
NEW943,060—+943,060——$192.6M—2026-11-06
Pictet Asset Management Holding SA
INCREASED916,186874,006+42,180+5%$144.9M$187.1M+$42.2M2026-11-03
Ferguson Wellman Capital Management, Inc
INCREASED911,718905,931+5,787+1%$150.2M$186.2M+$36.0M2026-10-05
Kornitzer Capital Management Inc
DECREASED876,184904,295-28,111-3%$149.9M$178.9M+$29.0M2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED812,021480,400+331,621+69%$79.9M$165.9M+$86.0M2026-11-06
Strs Ohio
DECREASED811,914822,695-10,781-1%$136.4M$165.8M+$29.4M2026-10-30
Regions Financial Corp
DECREASED752,446765,285-12,839-2%$126.9M$153.7M+$26.8M2026-11-05
Oppenheimer Asset Management Inc.
INCREASED718,549710,571+7,978+1%$117.8M$146.7M+$29.0M2026-10-27
Confluence Investment Management LLC
DECREASED707,297742,863-35,566-5%$123.1M$144.4M+$21.3M2026-10-01
Davenport & Co LLC
DECREASED670,395792,013-121,618-15%$131.7M$136.9M+$5.2M2026-10-14
CIBC Asset Management Inc
INCREASED661,302611,439+49,863+8%$101.4M$135.0M+$33.7M2026-11-05
Cincinnati Insurance Co
UNCHANGED635,961635,96100%$105.4M$129.9M+$24.5M2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
INCREASED613,470613,169+301+0%$101.7M$125.2M+$23.5M2026-10-29
State of New Jersey Common Pension Fund D
DECREASED596,653599,853-3,200-1%$99.4M$121.8M+$22.4M2026-11-05
Adams Natural Resources Fund, Inc.
INCREASED594,224586,624+7,600+1%$97.2M$121.3M+$24.1M2026-10-21
Quilter Plc
INCREASED593,770593,342+428+0%$98.4M$121.3M+$22.9M2026-10-21
Czech National Bank
INCREASED567,687532,872+34,815+7%$88.3M$115.9M+$27.6M2026-10-13
Calamos Advisors LLC
INCREASED566,279555,706+10,573+2%$92.1M$115.6M+$23.5M2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED551,979543,146+8,833+2%$90.0M$112.7M+$22.7M2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED548,646549,504-8580%$91.1M$112.0M+$21.0M2026-11-02
Aberdeen Group plc
DECREASED544,917750,162-205,245-27%$124.3M$111.3M-$13.1M2026-11-06
Everett Harris & Co
DECREASED528,469531,337-2,868-1%$88.1M$107.9M+$19.8M2026-10-28
Arizona State Retirement System
INCREASED525,436512,155+13,281+3%$84.9M$107.3M+$22.4M2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED522,293554,086-31,793-6%$91.8M$106.7M+$14.8M2026-10-20
State of Michigan Retirement System
INCREASED496,439479,339+17,100+4%$79.5M$101.4M+$21.9M2026-10-27
Daiwa Securities Group Inc.
INCREASED492,496491,882+614+0%$81.5M$100.6M+$19.0M2026-10-29
Nisa Investment Advisors, LLC
DECREASED480,737513,459-32,722-6%$85.1M$98.2M+$13.1M2026-10-20
Fort Washington Investment Advisors Inc
DECREASED460,621486,015-25,394-5%$80.6M$94.1M+$13.5M2026-10-15
Allworth Financial LP
INCREASED452,450367,543+84,907+23%$60.9M$75.0M+$14.1M2026-11-06
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED448,810448,547+263+0%$74.4M$91.7M+$17.3M2026-10-19
Douglas Lane & Associates, LLC
DECREASED447,972470,755-22,783-5%$78.0M$91.5M+$13.4M2026-10-09
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED436,515413,497+23,018+6%$68.5M$89.1M+$20.6M2026-11-03
Welch Group, LLC
INCREASED434,666432,091+2,575+1%$71.6M$88.8M+$17.1M2026-10-29
Munich Reinsurance Co Stock Corp in Munich
UNCHANGED427,352427,35200%$70.8M$87.3M+$16.4M2026-10-30
IFM Investors Pty Ltd
INCREASED419,554414,469+5,085+1%$68.7M$85.7M+$17.0M2026-10-14
Border to Coast Pensions Partnership Ltd
INCREASED407,358369,753+37,605+10%$61.2M$83.1M+$21.8M2026-10-09
Cullen T Bankers, Inc.
DECREASED404,148413,845-9,697-2%$68.6M$82.5M+$13.9M2026-10-28
D.A. Davidson & Co.
INCREASED395,892390,684+5,208+1%$64.8M$80.8M+$16.1M2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED394,248344,145+50,103+15%$57.0M$81.6M+$24.6M2026-11-04
Welch & Forbes LLC
DECREASED392,035398,635-6,600-2%$66.1M$80.1M+$14.0M2026-11-04
MacKenzie Financial Corp
INCREASED389,825376,630+13,195+4%$62.4M$79.6M+$17.2M2026-11-02
Staley Capital Advisers Inc
INCREASED387,391387,038+353+0%$64.2M$79.1M+$15.0M2026-11-06
Swiss Life Asset Management Ltd
DECREASED383,280651,730-268,450-41%$108.0M$78.3M-$29.8M2026-11-03
Kestra Advisory Services, LLC
INCREASED381,713343,941+37,772+11%$57.0M$77.9M+$20.9M2026-11-02
Virginia Retirement Systems ET Al
DECREASED372,121387,621-15,500-4%$64.3M$76.0M+$11.7M2026-10-28
Thrivent Financial for Lutherans
INCREASED365,967349,676+16,291+5%$58.0M$68.3M+$10.3M2026-11-05
Xponance LLC
INCREASED359,122340,626+18,496+5%$56.5M$73.3M+$16.9M2026-11-03
Capital Investment Advisors, LLC
DECREASED356,673382,618-25,945-7%$63.4M$72.8M+$9.4M2026-10-22
Neos Investment Management LLC
INCREASED351,943305,289+46,654+15%$50.6M$71.9M+$21.3M2026-11-04
Old Republic International Corp
DECREASED346,585400,700-54,115-14%$66.5M$70.8M+$4.3M2026-10-26
Rakuten Investment Management, Inc.
INCREASED345,945304,685+41,260+14%$51.3M$70.7M+$19.4M2026-10-30
Perpetual Ltd
DECREASED343,895365,100-21,205-6%$60.5M$70.2M+$9.7M2026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED335,710394,845-59,135-15%$65.6M$68.6M+$2.9M2026-10-15
Vest Financial, LLC
DECREASED331,193336,356-5,163-2%$55.8M$67.6M+$11.9M2026-10-21
Vaughan David Investments LLC
INCREASED328,105326,182+1,923+1%$54.1M$67.0M+$12.9M2026-11-05
Amalgamated Bank
INCREASED326,519322,308+4,211+1%$53.4M$66.7M+$13.3M2026-10-23
Americana Partners, LLC
INCREASED319,959315,327+4,632+1%$52.3M$65.3M+$13.1M2026-10-28
UMB Bank, n.a.
DECREASED316,562328,803-12,241-4%$54.5M$64.6M+$10.1M2026-11-06
Gateway Investment Advisers LLC
INCREASED313,351311,376+1,975+1%$51.6M$64.0M+$12.4M2026-10-13
Union Bancaire Privee, UBP SA
INCREASED312,718257,842+54,876+21%$43.3M$66.3M+$22.9M2026-11-04
KCM Investment Advisors LLC
DECREASED310,870312,016-1,1460%$51.7M$63.5M+$11.8M2026-10-27
Clifford Swan Investment Counsel LLC
DECREASED303,976305,061-1,0850%$50.6M$62.1M+$11.5M2026-11-05
Pacific Heights Asset Management LLC
UNCHANGED300,000300,00000%$49.7M$61.3M+$11.5M2026-11-03
Midwest Trust Co
INCREASED299,603289,816+9,787+3%$48.0M$61.2M+$13.1M2026-10-22
Gradient Investments LLC
DECREASED285,053324,903-39,850-12%$53.9M$58.2M+$4.4M2026-10-08
Savant Capital, LLC
INCREASED282,772161,432+121,340+75%$28.3M$57.7M+$29.4M2026-11-06
Lazard Freres Gestion S.A.S.
INCREASED274,562258,038+16,524+6%$42.8M$56.1M+$13.3M2026-11-03
New York Life Investment Management LLC
INCREASED274,543260,758+13,785+5%$43.2M$56.1M+$12.8M2026-11-04
ZWJ Investment Counsel Inc
INCREASED272,206262,153+10,053+4%$43.5M$55.6M+$12.1M2026-10-15
Rossmore Private Capital
INCREASED270,807270,207+600+0%$44.8M$55.3M+$10.5M2026-10-27
Illinois Municipal Retirement Fund
INCREASED270,753262,480+8,273+3%$43.5M$55.3M+$11.8M2026-11-05
Stack Financial Management, Inc
INCREASED267,876263,390+4,486+2%$43.7M$54.7M+$11.0M2026-11-02
Yousif Capital Management, LLC
INCREASED266,062253,328+12,734+5%$42.0M$54.3M+$12.3M2026-10-22
Schwartz Investment Counsel Inc
DECREASED261,885273,067-11,182-4%$45.3M$53.5M+$8.2M2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED260,994275,637-14,643-5%$45.7M$53.3M+$7.6M2026-10-05
Guyasuta Investment Advisors Inc
DECREASED259,357261,791-2,434-1%$43.4M$53.0M+$9.6M2026-10-15
Central Securities Corp
UNCHANGED256,250256,25000%$42.5M$52.3M+$9.9M2026-11-06
KBC Group NV
INCREASED256,124241,353+14,771+6%$40.0M$52.3M+$12.3M2026-10-22
Lido Advisors, LLC
INCREASED254,222242,427+11,795+5%$40.2M$51.9M+$11.7M2026-11-04
Waters Parkerson & Co., LLC
DECREASED253,349294,389-41,040-14%$48.8M$51.7M+$2.9M2026-11-04
Drummond Knight Asset Management Pty Ltd
INCREASED252,698164,672+88,026+53%$27.3M$51.6M+$24.3M2026-10-26
Glenview Trust Co
INCREASED249,893249,324+569+0%$41.3M$51.0M+$9.7M2026-10-28
Atria Investments, Inc
INCREASED249,401233,447+15,954+7%$38.7M$50.9M+$12.2M2026-10-15
Bokf, NA
INCREASED245,931232,326+13,605+6%$38.5M$50.2M+$11.7M2026-10-27
Cambiar Investors LLC
INCREASED244,560185,463+59,097+32%$30.7M$49.9M+$19.2M2026-11-04
Oregon Public Employees Retirement Fund
INCREASED242,879230,169+12,710+6%$38.2M$49.6M+$11.4M2026-10-30
UniSuper Management Pty Ltd
INCREASED239,490204,190+35,300+17%$33.8M$48.9M+$15.1M2026-10-26
Factory Mutual Insurance Co
DECREASED236,817238,167-1,350-1%$39.5M$48.4M+$8.9M2026-10-30
Foundation Resource Management Inc
DECREASED234,208236,345-2,137-1%$39.2M$47.8M+$8.7M2026-10-19
State of Alaska, Department of Revenue
INCREASED231,971228,247+3,724+2%$37.8M$47.4M+$9.5M2026-10-15
TD Waterhouse Canada Inc.
INCREASED226,439166,613+59,826+36%$27.6M$46.9M+$19.3M2026-10-16
Country Trust Bank
DECREASED225,260227,825-2,565-1%$37.8M$46.0M+$8.2M2026-10-30
Sapient Capital LLC
DECREASED223,779225,469-1,690-1%$37.4M$45.7M+$8.3M2026-10-08
Aegon Asset Management UK PLC
INCREASED221,389187,221+34,168+18%$31.0M$45.2M+$14.2M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED216,049184,166+31,883+17%$30.5M$44.1M+$13.6M2026-10-16
Quintet Private Bank (Europe) S.A.
INCREASED214,947141,466+73,481+52%$23.4M$43.9M+$20.4M2026-10-08
Annex Advisory Services, LLC
INCREASED212,496142,201+70,295+49%$23.6M$43.4M+$19.8M2026-10-16
Assetmark, Inc
INCREASED211,802193,532+18,270+9%$32.1M$43.3M+$11.2M2026-10-21
Kestra Private Wealth Services, LLC
INCREASED211,420210,209+1,211+1%$34.8M$43.2M+$8.3M2026-11-06
Merit Financial Group, LLC
INCREASED209,427185,088+24,339+13%$30.7M$42.8M+$12.1M2026-11-06
Mutual of America Capital Management LLC
INCREASED206,645198,998+7,647+4%$33.0M$42.2M+$9.2M2026-10-23
Oppenheimer & Co Inc
INCREASED205,219185,927+19,292+10%$30.8M$41.9M+$11.1M2026-10-26
HB Wealth Management, LLC
INCREASED203,358192,692+10,666+6%$31.9M$41.5M+$9.6M2026-10-23
Nykredit A/S
DECREASED200,432211,661-11,229-5%$35.1M$40.9M+$5.8M2026-11-06
Viking Fund Management LLC
INCREASED199,500193,500+6,000+3%$32.1M$40.7M+$8.7M2026-10-14
CapWealth Advisors, LLC
INCREASED199,164191,746+7,418+4%$31.8M$40.7M+$8.9M2026-10-05
Meyer Handelman Co
DECREASED198,949203,838-4,889-2%$33.8M$40.6M+$6.8M2026-10-28
Vise Technologies, Inc.
INCREASED198,391163,690+34,701+21%$27.1M$40.5M+$13.4M2026-10-29
Mesirow Financial Investment Management, Inc.
DECREASED197,806199,038-1,232-1%$33.0M$40.4M+$7.4M2026-11-05
Conning Inc.
DECREASED193,487202,478-8,991-4%$33.6M$39.5M+$5.9M2026-10-27
Alps Advisors Inc
DECREASED191,114206,164-15,050-7%$34.2M$39.0M+$4.9M2026-11-03
Florida Trust Wealth Management Co
INCREASED188,644182,025+6,619+4%$30.2M$38.5M+$8.4M2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
INCREASED187,240186,291+949+1%$30.9M$38.2M+$7.4M2026-10-26
Avity Investment Management Inc.
INCREASED186,918185,853+1,065+1%$30.8M$38.2M+$7.4M2026-10-09
Woodley Farra Manion Portfolio Management Inc
DECREASED182,970184,182-1,212-1%$30.5M$37.4M+$6.8M2026-11-05
American Assets Investment Management, LLC
UNCHANGED180,000180,00000%$29.8M$36.8M+$6.9M2026-10-30
Maple Capital Management, Inc.
DECREASED175,251178,917-3,666-2%$29.7M$35.8M+$6.1M2026-11-02
Pinnacle Associates LTD
DECREASED174,892176,432-1,540-1%$29.2M$35.7M+$6.5M2026-10-20
Associated Banc-Corp
INCREASED171,330160,743+10,587+7%$26.6M$35.0M+$8.3M2026-10-30
Clearstead Advisors, LLC
DECREASED171,269174,767-3,498-2%$29.0M$35.0M+$6.0M2026-11-06
Verity & Verity, LLC
DECREASED170,266170,278-120%$28.2M$34.8M+$6.5M2026-10-23
Wesbanco Bank Inc
DECREASED168,047228,749-60,702-27%$37.9M$34.3M-$3.6M2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
INCREASED165,724147,984+17,740+12%$24.5M$33.8M+$9.3M2026-10-30
Talbot Financial, LLC
INCREASED163,013162,376+637+0%$26.9M$33.3M+$6.4M2026-10-19
ABN Amro Investment Solutions
INCREASED162,885128,365+34,520+27%$21.3M$33.3M+$12.0M2026-10-21
Insight Wealth Strategies, LLC
DECREASED161,957171,403-9,446-6%$28.4M$33.1M+$4.7M2026-10-09
Villere ST Denis J & Co LLC
DECREASED161,427179,914-18,487-10%$29.8M$33.0M+$3.1M2026-11-04
Prospera Financial Services Inc
INCREASED159,633144,599+15,034+10%$24.0M$37.6M+$13.6M2026-11-04
Vontobel Holding Ltd.
DECREASED158,342231,694-73,352-32%$38.4M$32.3M-$6.1M2026-10-16
Howland Capital Management LLC
DECREASED158,240160,165-1,925-1%$26.5M$32.3M+$5.8M2026-10-22
Farther Finance Advisors, LLC
INCREASED157,121148,219+8,902+6%$24.6M$32.1M+$7.5M2026-10-08
Central Trust Co
DECREASED155,660158,642-2,982-2%$26.3M$31.8M+$5.5M2026-11-05
Private Wealth Partners, LLC
DECREASED154,454154,717-2630%$25.6M$31.5M+$5.9M2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED153,070148,016+5,054+3%$25.8M$32.4M+$6.6M2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED151,401159,719-8,318-5%$26.5M$30.9M+$4.4M2026-10-20
Heritage Investors Management Corp
DECREASED149,749151,342-1,593-1%$25.1M$30.6M+$5.5M2026-10-29
Park Avenue Securities LLC
DECREASED147,251155,740-8,489-5%$25.8M$30.1M+$4.3M2026-10-26
Franklin Street Advisors Inc
INCREASED146,614126,194+20,420+16%$20.9M$29.9M+$9.0M2026-10-13
Gulf International Bank (UK) Ltd
UNCHANGED145,456145,45600%$24.1M$29.7M+$5.6M2026-10-20
Choreo, LLC
INCREASED144,112139,858+4,254+3%$23.2M$29.4M+$6.2M2026-10-28
Carnegie Investment Counsel
DECREASED143,280146,341-3,061-2%$24.3M$29.3M+$5.0M2026-10-20
Deprince Race & Zollo Inc
INCREASED143,032139,783+3,249+2%$23.2M$29.2M+$6.0M2026-10-13
Motley Fool Asset Management LLC
DECREASED139,190149,346-10,156-7%$24.8M$28.4M+$3.7M2026-10-27
Exchange Traded Concepts, LLC
INCREASED137,47161,371+76,100+124%$10.2M$28.1M+$17.9M2026-10-28
Cohen Klingenstein LLC
DECREASED135,799139,642-3,843-3%$23.1M$27.7M+$4.6M2026-10-15
J.W. Cole Advisors, Inc.
INCREASED135,746125,879+9,867+8%$20.9M$27.7M+$6.9M2026-11-05
ARS Wealth Advisors Group, LLC
INCREASED134,690134,565+125+0%$22.3M$27.5M+$5.2M2026-10-16
Essex Bank
INCREASED132,785132,442+343+0%$22.0M$27.1M+$5.2M2026-10-16
Argent Capital Management LLC
DECREASED131,937136,687-4,750-3%$22.7M$26.9M+$4.3M2026-10-05
Godsey & Gibb, Inc
DECREASED131,260135,021-3,761-3%$22.4M$26.8M+$4.4M2026-10-14
Banque Pictet & CIE SA
DECREASED130,011135,844-5,833-4%$22.5M$26.5M+$4.0M2026-10-16
Busey Bank
DECREASED129,784131,328-1,544-1%$21.8M$26.5M+$4.7M2026-10-26
Thompson Siegel & Walmsley LLC
INCREASED129,626129,298+328+0%$21.4M$26.5M+$5.0M2026-11-05
BLB&B Advisors, LLC
DECREASED129,496130,157-661-1%$21.6M$26.4M+$4.9M2026-10-27
Park National Corp
DECREASED129,018133,815-4,797-4%$22.2M$26.3M+$4.2M2026-10-05
Badgley Phelps Wealth Managers, LLC
DECREASED128,346129,241-895-1%$21.4M$26.2M+$4.8M2026-10-22
Wedbush Securities Inc
DECREASED128,001130,784-2,783-2%$21.7M$26.1M+$4.5M2026-10-22
Smith Salley Wealth Management
DECREASED127,469129,777-2,308-2%$21.5M$26.0M+$4.5M2026-11-03
Letko, Brosseau & Associates Inc
DECREASED126,563129,488-2,925-2%$21.5M$25.8M+$4.4M2026-11-06
Sterling Capital Management LLC
INCREASED124,65369,924+54,729+78%$11.6M$25.5M+$13.9M2026-10-22
Davidson Investment Advisors
DECREASED124,480125,820-1,340-1%$20.9M$25.4M+$4.6M2026-10-20
F&V Capital Management, LLC
DECREASED123,136123,931-795-1%$20.5M$25.1M+$4.6M2026-10-19
Valley Wealth Managers, Inc.
INCREASED122,653121,805+848+1%$20.2M$25.0M+$4.9M2026-10-09
Great Lakes Advisors, LLC
INCREASED122,482110,906+11,576+10%$18.4M$25.0M+$6.6M2026-11-06
Brookstone Capital Management
INCREASED122,46193,079+29,382+32%$15.4M$25.0M+$9.6M2026-10-22
Daymark Wealth Partners, LLC
INCREASED122,199115,277+6,922+6%$19.1M$25.0M+$5.8M2026-11-04
Moody Lynn Lieberson & Walker, LLC
INCREASED121,465120,250+1,215+1%$19.9M$24.8M+$4.9M2026-10-14
Parallel Advisors, LLC
INCREASED120,882111,792+9,090+8%$18.5M$24.7M+$6.2M2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
INCREASED120,57995,015+25,564+27%$15.8M$24.6M+$8.9M2026-10-22
Torray Investment Partners LLC
DECREASED119,943135,300-15,357-11%$22.4M$24.5M+$2.1M2026-10-30
ARS Investment Partners, LLC
INCREASED117,994117,885+109+0%$19.5M$24.1M+$4.6M2026-11-05
Woodmont Investment Counsel LLC
INCREASED117,433116,763+670+1%$19.4M$24.0M+$4.6M2026-10-29
First National Trust Co
DECREASED116,459121,534-5,075-4%$20.1M$23.8M+$3.6M2026-10-28
Grandfield & Dodd, LLC
DECREASED116,426116,669-2430%$19.3M$23.8M+$4.4M2026-10-29
Schaper Benz & Wise Investment Counsel Inc
DECREASED115,884116,569-685-1%$19.3M$23.7M+$4.3M2026-10-09
Bailard, Inc.
DECREASED115,460116,377-917-1%$19.3M$23.6M+$4.3M2026-10-13
Maryland State Retirement & Pension System
INCREASED113,740100,027+13,713+14%$16.6M$23.2M+$6.6M2026-11-05
Kanawha Capital Management LLC
INCREASED113,681112,882+799+1%$18.7M$23.2M+$4.5M2026-10-19
Farmers & Merchants Investments Inc
INCREASED110,613110,157+456+0%$18.3M$22.6M+$4.3M2026-10-22
Absher Wealth Management, LLC
INCREASED109,703108,453+1,250+1%$18.0M$22.4M+$4.4M2026-11-02
Apollon Wealth Management, LLC
INCREASED109,479109,145+334+0%$18.1M$22.4M+$4.3M2026-10-23
Richard C. Young & Co., Ltd.
INCREASED109,403109,184+219+0%$18.1M$22.3M+$4.2M2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED109,257106,529+2,728+3%$17.7M$22.3M+$4.7M2026-11-05
Canal Insurance Co
UNCHANGED109,240109,24000%$18.1M$22.3M+$4.2M2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED108,279110,627-2,348-2%$18.3M$22.1M+$3.8M2026-10-23
Lmcg Investments, LLC
DECREASED108,168111,085-2,917-3%$18.4M$22.1M+$3.7M2026-10-21
DDD Partners, LLC
INCREASED105,861103,943+1,918+2%$17.2M$21.6M+$4.4M2026-11-02
Hartford Investment Management Co
INCREASED105,727103,430+2,297+2%$17.1M$21.6M+$4.4M2026-11-04
Crossmark Global Holdings, Inc.
INCREASED104,980104,817+163+0%$17.4M$21.4M+$4.1M2026-10-21
GW Henssler & Associates LTD
INCREASED104,65359,509+45,144+76%$9.9M$21.4M+$11.5M2026-10-26
Knights of Columbus Asset Advisors LLC
INCREASED104,04382,891+21,152+26%$13.7M$21.2M+$7.5M2026-11-05
Anchor Capital Advisors LLC
DECREASED104,009108,213-4,204-4%$17.9M$21.2M+$3.3M2026-11-05
Community Trust & Investment Co
INCREASED103,324102,012+1,312+1%$16.9M$21.1M+$4.2M2026-10-15
Pavaki Capital Management LLC
INCREASED103,00097,000+6,000+6%$16.1M$21.0M+$5.0M2026-10-26
Dynamic Advisor Solutions LLC
DECREASED102,698102,887-1890%$17.1M$21.0M+$3.9M2026-10-13
Payden & Rygel
DECREASED102,200128,500-26,300-20%$21.3M$20.9M-$430.0K2026-10-28
Telos Capital Management, Inc.
DECREASED101,992102,892-900-1%$17.1M$20.8M+$3.8M2026-11-02
Beacon Investment Advisory Services, Inc.
DECREASED101,666104,023-2,357-2%$17.2M$20.8M+$3.5M2026-10-13
Boston Trust Walden Corp
DECREASED101,375102,538-1,163-1%$17.0M$20.7M+$3.7M2026-10-30
Mirae Asset Securities (USA) Inc.
NEW100,177—+100,177——$20.5M—2026-10-15
Northeast Investment Management
INCREASED99,91799,698+219+0%$16.5M$20.4M+$3.9M2026-10-30
Barings LLC
INCREASED99,04398,129+914+1%$16.3M$20.2M+$4.0M2026-10-22
Intact Investment Management Inc.
DECREASED99,022104,772-5,750-5%$17.4M$20.2M+$2.9M2026-11-03
Calamos Wealth Management LLC
DECREASED98,764100,372-1,608-2%$16.6M$20.2M+$3.5M2026-11-02
Parsons Capital Management Inc
INCREASED98,53296,128+2,404+3%$15.9M$20.1M+$4.2M2026-10-28
New Mexico Educational Retirement Board
INCREASED98,39293,392+5,000+5%$15.5M$20.1M+$4.6M2026-11-05
Beese Fulmer Investment Management, Inc.
DECREASED98,19699,049-853-1%$16.4M$20.1M+$3.6M2026-10-23
Louisiana State Employees Retirement System
INCREASED97,20095,700+1,500+2%$15.9M$19.8M+$4.0M2026-10-20
Mengis Capital Management, Inc.
DECREASED97,19197,795-604-1%$16.2M$19.8M+$3.6M2026-10-13
Trust Co of Vermont
DECREASED96,64397,038-3950%$16.1M$19.7M+$3.7M2026-10-21
Ninety One SA (PTY) Ltd
DECREASED96,263106,468-10,205-10%$17.7M$19.7M+$2.0M2026-10-15
Castle Rock Wealth Management, LLC
INCREASED96,19987,126+9,073+10%$14.4M$20.0M+$5.5M2026-10-09
First Nebraska Trust Co
DECREASED95,67096,818-1,148-1%$16.0M$19.5M+$3.5M2026-10-30
Allied Investment Advisors, LLC
INCREASED95,26593,947+1,318+1%$15.6M$19.5M+$3.9M2026-10-13
First Citizens Bank & Trust Co
INCREASED95,24791,400+3,847+4%$15.2M$19.5M+$4.3M2026-10-14
Mirador Capital Partners LP
INCREASED94,88793,216+1,671+2%$15.5M$19.4M+$3.9M2026-10-09
Empire Life Investments Inc.
DECREASED94,19495,285-1,091-1%$15.8M$19.2M+$3.4M2026-11-06
Moors & Cabot, Inc.
DECREASED92,44694,128-1,682-2%$15.6M$18.9M+$3.3M2026-11-06
Hatch Cove Capital, LLC
INCREASED92,10089,300+2,800+3%$14.8M$18.8M+$4.0M2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED92,08789,445+2,642+3%$16.3M$20.7M+$4.4M2026-10-21
Tokio Marine Asset Management Co LTD
INCREASED91,12689,738+1,388+2%$14.9M$18.6M+$3.7M2026-10-26
Simplicity Wealth,LLC
INCREASED91,12582,222+8,903+11%$13.6M$18.6M+$5.0M2026-10-23
Abner Herrman & Brock LLC
DECREASED91,01792,439-1,422-2%$15.3M$18.6M+$3.3M2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED90,96779,011+11,956+15%$13.1M$18.6M+$5.5M2026-11-03
Palisade Asset Management, LLC
DECREASED90,70693,931-3,225-3%$15.6M$18.5M+$3.0M2026-11-03
Diversify Advisory Services, LLC
INCREASED90,50788,098+2,409+3%$16.7M$19.9M+$3.1M2026-10-20
Diversify Wealth Management, LLC
INCREASED90,50788,098+2,409+3%$16.7M$19.9M+$3.1M2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED90,17290,960-788-1%$15.1M$18.4M+$3.3M2026-10-16
American National Bank & Trust
DECREASED88,64093,328-4,688-5%$15.5M$18.1M+$2.6M2026-10-07
First Horizon Corp
DECREASED88,43790,017-1,580-2%$14.9M$18.1M+$3.1M2026-10-26
Guinness Asset Management LTD
DECREASED87,62089,288-1,668-2%$14.8M$17.9M+$3.1M2026-11-05
Congress Asset Management Co
DECREASED87,48790,038-2,551-3%$14.9M$17.9M+$2.9M2026-10-06
Moran Wealth Management, LLC
DECREASED87,29787,652-3550%$14.5M$17.8M+$3.3M2026-10-22
Mather Group, Llc.
INCREASED86,61050,333+36,277+72%$8.3M$17.7M+$9.3M2026-10-14
General American Investors Co Inc
UNCHANGED86,39186,39100%$14.3M$17.6M+$3.3M2026-11-02
Citizens Financial Group Inc
INCREASED85,44068,913+16,527+24%$11.4M$17.4M+$6.0M2026-10-23
Carret Asset Management, LLC
DECREASED85,29985,502-2030%$14.2M$17.4M+$3.2M2026-11-04
Bell Bank
INCREASED84,64784,267+380+0%$14.0M$17.3M+$3.3M2026-10-21
Old National Bancorp
INCREASED84,46184,242+219+0%$14.0M$17.2M+$3.3M2026-10-20
TD Private Client Wealth LLC
INCREASED84,04181,313+2,728+3%$13.5M$17.2M+$3.7M2026-10-28
Goelzer Investment Management, Inc.
DECREASED83,65184,978-1,327-2%$14.1M$17.1M+$3.0M2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED83,36382,059+1,304+2%$13.6M$17.0M+$3.4M2026-10-23
Stackstone Wealth, LLC
NEW83,267—+83,267——$17.0M—2026-10-19
Clear Trail Advisors, LLC
INCREASED82,87081,575+1,295+2%$13.5M$16.9M+$3.4M2026-10-20
Crestwood Advisors Group, LLC
INCREASED82,31581,532+783+1%$13.5M$16.8M+$3.3M2026-10-27
Visionary Wealth Advisors
INCREASED81,97281,320+652+1%$13.5M$16.7M+$3.3M2026-11-04
Sigma Planning Corp
DECREASED81,79482,993-1,199-1%$13.8M$15.9M+$2.2M2026-10-23
Keystone Financial Planning, Inc.
DECREASED81,52981,844-3150%$13.6M$16.6M+$3.1M2026-10-08
Stockman Wealth Management, Inc.
DECREASED81,27981,353-740%$13.5M$16.6M+$3.1M2026-10-27
Soltis Investment Advisors LLC
INCREASED80,53071,868+8,662+12%$11.9M$16.4M+$4.5M2026-10-28
First American Bank
DECREASED79,73180,954-1,223-2%$13.4M$16.3M+$2.9M2026-10-27
Bryn Mawr Trust Advisors, LLC
DECREASED79,47981,263-1,784-2%$13.5M$16.2M+$2.8M2026-11-04
Burton Enright Welch
INCREASED79,41179,217+194+0%$13.1M$16.2M+$3.1M2026-11-04
AIA Group Ltd
DECREASED77,972108,874-30,902-28%$18.0M$15.9M-$2.1M2026-10-30
Oak Asset Management, LLC
DECREASED77,95177,991-400%$12.9M$15.9M+$3.0M2026-10-13
NBT Bank, N.A.
DECREASED77,89679,862-1,966-2%$13.2M$15.9M+$2.7M2026-10-21
Venture Visionary Partners LLC
INCREASED77,52273,098+4,424+6%$12.1M$15.8M+$3.7M2026-10-07
Willis Investment Counsel
DECREASED77,37799,877-22,500-23%$16.6M$15.8M-$754.5K2026-10-20
Global Wealth Management Investment Advisory, Inc.
DECREASED75,56678,955-3,389-4%$13.1M$15.4M+$2.3M2026-11-04
ACT Capital Partners, L.P.
NEW75,000—+75,000——$15.3M—2026-11-06
Meridian Wealth Management, LLC
DECREASED74,83475,174-3400%$12.5M$15.3M+$2.8M2026-11-05
Capital Investment Counsel, LLC
DECREASED74,75975,864-1,105-1%$12.6M$15.3M+$2.7M2026-10-14
LMG Wealth Partners, LLC
INCREASED74,51773,598+919+1%$12.2M$15.2M+$3.0M2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED74,19966,204+7,995+12%$11.0M$15.2M+$4.2M2026-11-05
Adell Harriman & Carpenter Inc
INCREASED74,19073,163+1,027+1%$12.1M$15.2M+$3.0M2026-11-02
Profund Advisors LLC
INCREASED74,11072,546+1,564+2%$12.0M$15.1M+$3.1M2026-10-29
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED73,22273,373-1510%$12.2M$15.0M+$2.8M2026-11-03
Advocate Group LLC
INCREASED72,89669,403+3,493+5%$11.5M$14.9M+$3.4M2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED72,74177,432-4,691-6%$12.8M$14.9M+$2.0M2026-10-08
Cullinan Associates Inc
INCREASED72,65571,525+1,130+2%$11.9M$14.8M+$3.0M2026-11-03
Inspire Trust Co, N.A.
DECREASED72,50073,500-1,000-1%$12.2M$14.8M+$2.6M2026-11-05
Alpha Omega Wealth Management LLC
INCREASED72,17772,127+50+0%$12.0M$14.7M+$2.8M2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED72,01469,911+2,103+3%$11.6M$14.7M+$3.1M2026-10-16
Trust Co of Toledo NA
DECREASED71,83773,030-1,193-2%$12.1M$14.7M+$2.6M2026-10-16
M&G Plc
DECREASED71,68175,230-3,549-5%$12.5M$14.6M+$2.1M2026-11-04
University of Texas S AM Investment Management Co
INCREASED71,26120,644+50,617+245%$3.4M$14.6M+$11.1M2026-11-03
iA Global Asset Management Inc.
DECREASED71,218106,899-35,681-33%$17.7M$14.5M-$3.2M2026-10-29
Culbertson A N & Co Inc
INCREASED70,66370,189+474+1%$11.6M$14.4M+$2.8M2026-10-21
Sowell Financial Services LLC
DECREASED70,21073,222-3,012-4%$12.1M$14.3M+$2.2M2026-10-23
B. Metzler seel. Sohn & Co. AG
INCREASED70,12862,313+7,815+13%$10.3M$14.3M+$4.0M2026-10-30
Grimes & Co Wealth Management, LLC
DECREASED70,07170,208-1370%$11.6M$14.3M+$2.7M2026-10-29
AlphaCore Capital LLC
INCREASED70,02947,809+22,220+46%$7.9M$14.3M+$6.4M2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
INCREASED69,92169,156+765+1%$11.5M$14.3M+$2.8M2026-10-21
TrueMark Investments, LLC
INCREASED69,72464,611+5,113+8%$10.7M$14.2M+$3.5M2026-11-05
QV Investors Inc.
DECREASED69,40770,457-1,050-1%$11.7M$14.2M+$2.5M2026-10-20
Violich Capital Management, Inc.
DECREASED68,76271,642-2,880-4%$11.9M$14.0M+$2.2M2026-10-05
SteelPeak Wealth, LLC
DECREASED68,729118,919-50,190-42%$19.7M$14.0M-$5.7M2026-10-16
CLG LLC
DECREASED68,66577,925-9,260-12%$12.9M$14.0M+$1.1M2026-10-13
Burns J W & Co Inc
INCREASED68,61266,032+2,580+4%$10.9M$14.0M+$3.1M2026-10-20
Adams Asset Advisors, LLC
UNCHANGED68,36868,36800%$11.3M$14.0M+$2.6M2026-10-08
Baldwin Wealth Partners LLC
DECREASED68,11569,398-1,283-2%$11.5M$13.9M+$2.4M2026-10-13
Griffin Asset Management, Inc.
DECREASED67,43968,198-759-1%$11.3M$13.8M+$2.5M2026-10-22
Diversified Trust Co
DECREASED67,21269,764-2,552-4%$11.6M$13.7M+$2.2M2026-11-06
Synergy Asset Management, LLC
INCREASED66,74823,727+43,021+181%$3.9M$13.6M+$9.7M2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED66,22562,673+3,552+6%$10.4M$13.5M+$3.1M2026-10-27
EagleClaw Capital Managment, LLC
DECREASED65,71665,781-650%$10.9M$13.4M+$2.5M2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED65,57163,957+1,614+3%$10.6M$13.4M+$2.8M2026-10-14
Perigon Wealth Management, LLC
DECREASED65,28775,440-10,153-13%$12.5M$13.3M+$827.3K2026-10-22
LaFleur & Godfrey LLC
DECREASED63,98265,078-1,096-2%$10.8M$13.1M+$2.3M2026-10-27
Nixon Peabody Trust Co
INCREASED63,71063,673+37+0%$10.6M$13.0M+$2.5M2026-10-23
Live Oak Private Wealth LLC
DECREASED63,70166,196-2,495-4%$11.0M$13.0M+$2.0M2026-11-02
Baxter Bros Inc
DECREASED63,31464,215-901-1%$10.6M$12.9M+$2.3M2026-11-04
RPG Investment Advisory, LLC
DECREASED63,147112,522-49,375-44%$18.7M$12.9M-$5.8M2026-10-21
Avantax Planning Partners, Inc.
INCREASED62,97061,279+1,691+3%$10.2M$12.9M+$2.7M2026-11-03
GFS Advisors, LLC
INCREASED62,48757,442+5,045+9%$6.1K$12.8M+$12.8M2026-11-03
IFP Advisors, Inc
DECREASED62,34165,858-3,517-5%$10.9M$12.7M+$1.8M2026-10-16
Oak Harvest Investment Services
INCREASED62,31160,465+1,846+3%$10.0M$12.7M+$2.7M2026-10-20
Parcion Private Wealth LLC
DECREASED62,28362,674-391-1%$10.4M$12.7M+$2.3M2026-10-28
Hennessy Advisors Inc
DECREASED61,93262,782-850-1%$10.4M$12.6M+$2.2M2026-10-28
Strategy Asset Managers LLC
INCREASED61,58561,582+30%$10.2M$12.6M+$2.4M2026-10-14
Tufton Capital Management
DECREASED61,40561,965-560-1%$10.3M$12.5M+$2.3M2026-10-20
Chesley Taft & Associates LLC
INCREASED60,65546,629+14,026+30%$7.7M$12.4M+$4.7M2026-10-13
Mission Wealth Management, LP
DECREASED60,53989,843-29,304-33%$14.9M$12.4M-$2.5M2026-10-15
BAR Harbor Wealth Management
INCREASED60,39959,241+1,158+2%$9.8M$12.3M+$2.5M2026-10-21
WealthPlan Investment Management, LLC
DECREASED60,23272,170-11,938-17%$12.0M$12.3M+$337.1K2026-10-15
Cutler Investment Counsel LLC
DECREASED60,13766,008-5,871-9%$10.9M$12.3M+$1.3M2026-10-28
Ibex Wealth Advisors
INCREASED60,11757,598+2,519+4%$9.5M$12.3M+$2.7M2026-11-06
Linscomb Wealth, Inc.
DECREASED59,95660,841-885-1%$10.1M$12.2M+$2.2M2026-11-05
Levin Capital Strategies, L.P.
INCREASED59,95047,663+12,287+26%$7.9M$12.2M+$4.3M2026-11-02
Nordwand Advisors, LLC
INCREASED59,86159,757+104+0%$9.9M$12.2M+$2.3M2026-11-05
Citizens National Bank Trust Department
INCREASED59,80959,170+639+1%$9.8M$12.2M+$2.4M2026-11-04
Commonwealth Retirement Investments LLC
INCREASED58,89457,873+1,021+2%$9.6M$12.0M+$2.4M2026-10-26
Sky Investment Group LLC
INCREASED58,54053,603+4,937+9%$8.9M$12.0M+$3.1M2026-10-30
HUB Investment Partners, LLC
INCREASED58,16754,694+3,473+6%$9.1M$11.9M+$2.8M2026-11-03
Nippon Life Global Investors Americas, Inc.
DECREASED57,910151,960-94,050-62%$25.2M$11.8M-$13.4M2026-10-29
Nations Financial Group Inc,
INCREASED57,84155,320+2,521+5%$9.2M$11.8M+$2.6M2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED57,57956,324+1,255+2%$9.3M$11.8M+$2.4M2026-10-22
KMG Fiduciary Partners, LLC
DECREASED57,54758,508-961-2%$9.7M$11.8M+$2.1M2026-10-14
Gamma Investing LLC
INCREASED57,20653,368+3,838+7%$8.8M$11.7M+$2.8M2026-10-08
Stolper Co
INCREASED57,18756,778+409+1%$9.4M$11.7M+$2.3M2026-10-13
North Dakota State Investment Board
INCREASED56,82554,681+2,144+4%$9.1M$11.6M+$2.5M2026-10-27
Philip James Wealth Mangement, LLC
DECREASED56,65362,112-5,459-9%$10.3M$11.6M+$1.3M2026-10-27
Guardian Partners Inc.
DECREASED56,36557,158-793-1%$9.5M$11.5M+$2.0M2026-10-21
Howard Capital Management, LLC
INCREASED56,09420,473+35,621+174%$3.4M$11.5M+$8.1M2026-10-16
PKO Investment Management Joint-Stock Co
DECREASED55,93556,235-300-1%$9.3M$11.4M+$2.1M2026-10-19
Neville Rodie & Shaw Inc
DECREASED54,91055,035-1250%$9.1M$11.2K-$9.1M2026-10-05
Fagan Associates, Inc.
DECREASED54,59254,975-383-1%$9.1M$11.1M+$2.0M2026-10-13
Caldwell Trust Co
DECREASED54,01854,641-623-1%$9.1M$11.0M+$2.0M2026-10-30
Thomas Story & SON LLC
INCREASED53,64952,518+1,131+2%$8.7M$11.0M+$2.3M2026-10-13
Courier Capital LLC
INCREASED53,36750,132+3,235+6%$8.3M$10.9M+$2.6M2026-10-19
Fideuram Asset Management (Ireland) dac
DECREASED53,100132,904-79,804-60%$24.1M$10.4M-$13.7M2026-10-29
Principle Wealth Partners LLC
INCREASED52,93051,751+1,179+2%$8.6M$10.8M+$2.2M2026-11-02
Raiffeisen Bank International AG
INCREASED52,89649,979+2,917+6%$8.4M$10.8M+$2.4M2026-10-28
Lynch & Associates
DECREASED52,71653,183-467-1%$8.8M$10.8M+$1.9M2026-10-13
Harbor Capital Advisors, Inc.
INCREASED52,64349,615+3,028+6%$8.2M$10.8M+$2.5M2026-10-22
Vista Investment Partners LLC
DECREASED52,62952,693-640%$8.7M$10.7M+$2.0M2026-10-08
Ascent Group, LLC
DECREASED52,41655,402-2,986-5%$9.2M$10.7M+$1.5M2026-10-30
Allen Capital Group, LLC
INCREASED52,29652,204+92+0%$8.7M$10.7M+$2.0M2026-10-27
Woodstock Corp
DECREASED52,17352,377-2040%$8.7M$10.7M+$2.0M2026-10-13
Fruth Investment Management
DECREASED52,12752,361-2340%$8.7M$10.6M+$2.0M2026-10-13
Level Four Advisory Services, LLC
DECREASED51,53160,631-9,100-15%$10.1M$10.5M+$472.3K2026-11-06
Securian Asset Management, Inc
INCREASED51,32149,747+1,574+3%$9.3M$10.5M+$1.2M2026-11-06
Montaka Global Pty Ltd
NEW50,968—+50,968——$10.4M—2026-11-05
Generali Asset Management SPA SGR
INCREASED50,37847,936+2,442+5%$7.9M$10.3M+$2.3M2026-10-26
Patten & Patten Inc
INCREASED50,33750,245+92+0%$8.3M$10.3M+$2.0M2026-10-26
Ellsworth Advisors, LLC
INCREASED50,26948,939+1,330+3%$8.9M$10.3M+$1.4M2026-10-15
Eastern Bank
DECREASED50,24851,130-882-2%$8.5M$10.3M+$1.8M2026-10-05
Evergreen Capital Management LLC
INCREASED50,16449,573+591+1%$8.2M$10.2M+$2.0M2026-10-23
Arrow Capital Pty Ltd
UNCHANGED50,00050,00000%$8.3M$10.2M+$1.9M2026-11-06
Martin Capital Partners, LLC
INCREASED49,76649,606+160+0%$8.2M$10.2M+$1.9M2026-10-07
Tctc Holdings, LLC
DECREASED49,64650,606-960-2%$8.4M$10.1M+$1.7M2026-11-02
Axxion S.A.
UNCHANGED49,52649,52600%$8.2M$10.1M+$1.9M2026-10-22
Sagespring Wealth Partners, LLC
DECREASED49,48150,841-1,360-3%$8.4M$10.1M+$1.7M2026-10-22
Integrated Advisors Network LLC
INCREASED49,11339,178+9,935+25%$6.5M$10.0M+$3.5M2026-10-20
Ethic Inc.
INCREASED49,04045,388+3,652+8%$7.5M$10.0M+$2.5M2026-11-03
Compound Planning, Inc.
INCREASED48,97345,520+3,453+8%$7.5M$10.0M+$2.5M2026-11-05
Community Bank & Trust, Waco, Texas
INCREASED48,46946,586+1,883+4%$7.7M$9.9M+$2.2M2026-10-19
Valicenti Advisory Services Inc
DECREASED48,29048,588-298-1%$8.1M$9.9M+$1.8M2026-10-23
Quadrant Capital Group LLC
INCREASED48,18747,403+784+2%$7.9M$10.5M+$2.6M2026-10-20
Meridian Investment Counsel Inc.
INCREASED48,13647,992+144+0%$8.0M$9.8M+$1.9M2026-10-14
Stablepoint Partners, LLC
INCREASED47,35545,046+2,309+5%$7.5M$9.7M+$2.2M2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED47,35547,35500%$7.8M$7.8M$02026-10-15
Cherokee Insurance Co
UNCHANGED47,29947,29900%$7.8M$9.7M+$1.8M2026-11-05
Harel Insurance Investments & Financial Services Ltd.
DECREASED47,18948,416-1,227-3%$8.0M$9.6M+$1.6M2026-11-02
Canandaigua National Bank & Trust Co
DECREASED47,13947,806-667-1%$7.9M$9.6M+$1.7M2026-10-07
Advanced Asset Management Advisors Inc
UNCHANGED46,71546,71500%$7.7M$9.5M+$1.8M2026-10-20
Valeo Financial Advisors, LLC
INCREASED46,61845,590+1,028+2%$7.6M$9.5M+$2.0M2026-10-08
Nicholas Company, Inc.
DECREASED46,05552,510-6,455-12%$8.7M$9.4M+$700.8K2026-11-05
Parr Mcknight Wealth Management Group, LLC
DECREASED45,86846,120-252-1%$7.6M$9.4M+$1.7M2026-10-30
Camden National Bank
DECREASED45,54345,693-1500%$7.6M$9.3M+$1.7M2026-11-02
Hamel Associates, Inc.
DECREASED45,01445,454-440-1%$7.5M$9.2M+$1.7M2026-11-06
SVB Wealth LLC
DECREASED45,01049,079-4,069-8%$8.1M$9.2M+$1.1M2026-11-06
Ascentis Independent Advisors
INCREASED44,881438+44,443+10147%$72.6K$9.2M+$9.1M2026-11-03
Rockland Trust Co
DECREASED44,62645,134-508-1%$7.5M$9.1M+$1.6M2026-10-05
Pittenger & Anderson Inc
INCREASED44,51439,430+5,084+13%$6.5M$9.1M+$2.6M2026-11-02
Refined Wealth Management
DECREASED44,45844,951-493-1%$7.5M$9.1M+$1.6M2026-10-13
Sage Capital Advisors,llc
INCREASED44,38144,095+286+1%$7.3M$9.1M+$1.8M2026-10-13
Woodward Diversified Capital, LLC
INCREASED44,32044,252+68+0%$7.3M$9.1M+$1.7M2026-10-21
Cypress Capital Group
INCREASED44,29343,479+814+2%$7.2M$9.0M+$1.8M2026-11-03
1834 Investment Advisors Co
DECREASED43,91545,395-1,480-3%$7.5M$9.0M+$1.4M2026-10-16
Lake Street Private Wealth, LLC
INCREASED43,73443,630+104+0%$7.2M$8.9M+$1.7M2026-10-22
Eagle Rock Investment Company, LLC
DECREASED43,60549,599-5,994-12%$8.2M$8.9M+$683.1K2026-10-21
MGO One Seven LLC
INCREASED43,54540,133+3,412+9%$6.7M$8.9M+$2.2M2026-10-28
Montag A & Associates Inc
INCREASED43,47043,097+373+1%$7.1M$8.9M+$1.7M2026-10-29
Iowa State Bank
INCREASED43,33742,322+1,015+2%$7.0M$8.8M+$1.8M2026-10-06
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED43,14046,765-3,625-8%$7.8M$8.8M+$1.1M2026-10-22
Montgomery Investment Management Inc
INCREASED43,12143,119+20%$7.1M$8.8M+$1.7M2026-10-26
Leuthold Group, LLC
INCREASED43,0992,495+40,604+1627%$413.6K$8.8M+$8.4M2026-11-04
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED43,06545,978-2,913-6%$7.6M$8.8M+$1.2M2026-10-13
Ashurst Perkins Coie Trust Co
INCREASED42,94842,419+529+1%$7.0M$8.8M+$1.7M2026-10-15
Dudley Capital Management, LLC
INCREASED42,82742,822+5+0%$7.1M$8.7M+$1.6M2026-10-23
Financial & Tax Architects, LLC
INCREASED42,67641,724+952+2%$6.9M$8.7M+$1.8M2026-10-15
Sava Infond d.o.o.
UNCHANGED42,23042,23000%$7.0M$8.6M+$1.6M2026-10-28
Cornerstone Wealth Group, LLC
INCREASED42,13042,116+14+0%$7.0M$8.6M+$1.6M2026-11-02
AMG National Trust Bank
DECREASED42,03142,697-666-2%$7.1M$8.6M+$1.5M2026-11-05
Machina Capital S.A.S.
DECREASED42,02647,377-5,351-11%$7.9M$8.6M+$728.9K2026-11-05
Founders Capital Management
INCREASED41,93341,922+11+0%$6.9M$8.6M+$1.6M2026-10-13
Brighton Jones LLC
DECREASED41,92543,856-1,931-4%$7.3M$8.6M+$1.3M2026-11-03
Keystone Wealth Services, LLC
INCREASED41,84241,526+316+1%$6.9M$8.6M+$1.7M2026-11-03
EverSource Wealth Advisors, LLC
INCREASED41,52839,462+2,066+5%$6.5M$8.5M+$1.9M2026-11-04
Avalon Capital Management
INCREASED41,49619,791+21,705+110%$3.3M$8.5M+$5.2M2026-11-04
Marathon Capital Management
DECREASED41,44441,759-315-1%$6.9M$8.5M+$1.5M2026-10-23
WoodTrust Financial Corp
DECREASED41,38042,336-956-2%$7.0M$8.5M+$1.4M2026-10-09
James Investment Research, Inc.
DECREASED41,37142,402-1,031-2%$7.0M$8.4M+$1.4M2026-10-22
Axxcess Wealth Management, LLC
DECREASED41,35377,644-36,291-47%$12.9M$8.4M-$4.4M2026-10-21
Ritholtz Wealth Management
INCREASED41,08838,034+3,054+8%$6.3M$8.4M+$2.1M2026-11-05
Confluence Wealth Services, Inc.
DECREASED41,06180,667-39,606-49%$13.4M$8.4M-$5.0M2026-11-05
Fulton Bank, N.A.
INCREASED41,04541,020+25+0%$6.8M$8.4M+$1.6M2026-10-14
Compass Wealth Management LLC
DECREASED40,86342,220-1,357-3%$7.0M$8.3M+$1.3M2026-10-22
Pioneer Trust Bank N A
DECREASED40,75044,202-3,452-8%$7.3M$8.3M+$994.6K2026-11-06
Contravisory Investment Management, Inc.
INCREASED40,73240,053+679+2%$6.6M$8.3M+$1.7M2026-10-13
Independent Solutions Wealth Management, LLC
INCREASED40,57238,995+1,577+4%$6.5M$8.3M+$1.8M2026-10-28
Kimelman & Baird, LLC
UNCHANGED40,43340,43300%$6.7M$8.3M+$1.6M2026-11-03
Spirit of America Management Corp
DECREASED40,38840,788-400-1%$6.8M$8.2M+$1.5M2026-10-14
Patton Albertson Miller Group, LLC
INCREASED40,38840,172+216+1%$6.7M$8.2M+$1.6M2026-10-26
Asset Planning Services Inc
DECREASED40,38440,534-1500%$6.7M$8.2M+$1.5M2026-10-15
Penobscot Investment Management Company, Inc.
INCREASED40,33940,035+304+1%$6.6M$8.2M+$1.6M2026-10-26
Searle & Co.
DECREASED40,31541,415-1,100-3%$6.9M$8.2M+$1.4M2026-11-04
Independence Bank of Kentucky
DECREASED40,27840,508-230-1%$6.7M$8.2M+$1.5M2026-10-26
CWA Asset Management Group, LLC
DECREASED40,21140,293-820%$6.7M$8.2M+$1.5M2026-10-19
Legacy Private Trust Co.
DECREASED40,09940,417-318-1%$6.7M$8.2M+$1.5M2026-10-06
Deane Retirement Strategies, Inc.
INCREASED40,07639,525+551+1%$6.6M$8.2M+$1.6M2026-10-09
HBK Sorce Advisory LLC
DECREASED39,95740,908-951-2%$7.6M$8.5M+$882.3K2026-11-06
Ramsay, Stattman, Vela & Price, Inc.
INCREASED39,93139,685+246+1%$6.6M$8.2M+$1.6M2026-10-19
Tema Etfs LLC
INCREASED39,90639,304+602+2%$6.5M$8.1M+$1.6M2026-10-16
Marietta Wealth Management, LLC
INCREASED39,36239,294+68+0%$6.5M$8.7M+$2.2M2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED39,30839,325-170%$6.5M$8.0M+$1.5M2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED39,24649,369-10,123-20%$8.2M$8.0M-$169.0K2026-11-03
Hendley & Co Inc
INCREASED39,20139,178+23+0%$6.5M$8.0M+$1.5M2026-10-29
LVM Capital Management LTD
INCREASED38,84238,284+558+1%$6.3M$7.9M+$1.6M2026-10-20
RED Cedar Investment Management, LLC
DECREASED38,75042,723-3,973-9%$7.1M$7.9M+$831.4K2026-11-04
Thompson Investment Management, Inc.
INCREASED38,65838,616+42+0%$6.4M$7.9M+$1.5M2026-10-14
Independent Financial Group, LLC
DECREASED38,63938,901-262-1%$6.4M$7.9M+$1.4M2026-10-13
Jacobi Capital Management LLC
INCREASED38,43038,052+378+1%$6.3M$7.8M+$1.5M2026-11-05
Silvia Mccoll Wealth Management, LLC
DECREASED38,37138,424-530%$6.4M$7.8M+$1.5M2026-10-07
apricus wealth, LLC
INCREASED38,36635,056+3,310+9%$5.8M$7.8M+$2.0M2026-10-26
Marin Bay Wealth Advisors, LLC
INCREASED38,32638,191+135+0%$6.3M$7.8M+$1.5M2026-10-28
M Holdings Securities, Inc.
NEW38,276—+38,276——$8.5K—2026-11-03
Equitable Trust Co
DECREASED38,20638,292-860%$6.3M$7.8M+$1.5M2026-10-13
Highland Capital Management, LLC
DECREASED38,11338,385-272-1%$6.4M$7.8M+$1.4M2026-10-26
Hourglass Capital, LLC
DECREASED38,09942,354-4,255-10%$7.0M$7.8M+$759.6K2026-10-26
Warren Street Wealth Advisors, LLC
DECREASED37,96439,038-1,074-3%$6.5M$7.8M+$1.3M2026-11-04
Physicians Financial Services, Inc.
DECREASED37,87338,443-570-1%$6.4M$7.7M+$1.4M2026-11-04
Churchill Financial Advisors, LLC
DECREASED37,59638,129-533-1%$6.3M$7.7M+$1.4M2026-10-20
Globalt Investments LLC / GA
DECREASED37,57938,643-1,064-3%$6.4M$7.7M+$1.3M2026-10-27
Csenge Advisory Group
INCREASED37,14036,933+207+1%$6.1M$7.6M+$1.5M2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED37,07638,994-1,918-5%$6.5M$7.6M+$1.1M2026-10-09
First Financial Bank - Trust Division
INCREASED37,01736,540+477+1%$6.1M$7.6M+$1.5M2026-10-01
Integrity Alliance, Llc.
INCREASED37,00130,329+6,672+22%$5.0M$7.6M+$2.5M2026-10-29
GHP Investment Advisors, Inc.
DECREASED36,94837,319-371-1%$6.2M$7.5M+$1.4M2026-10-15
Chapin Davis, Inc.
INCREASED36,93136,483+448+1%$6.0M$7.5M+$1.5M2026-10-09
Chicago Trust Co NA
INCREASED36,89935,860+1,039+3%$5.9M$7.5M+$1.6M2026-10-28
Modera Wealth Management, LLC
INCREASED36,83230,986+5,846+19%$5.1M$7.5M+$2.4M2026-10-28
Elite Wealth Management, Inc.
INCREASED36,8191,622+35,197+2170%$268.9K$7.5M+$7.2M2026-11-03
Inscription Capital, LLC
DECREASED36,79968,326-31,527-46%$11.3M$7.5M-$3.8M2026-11-02
City Holding Co
DECREASED36,71637,101-385-1%$6.1M$7.5M+$1.3M2026-10-19
Zions Bancorporation, National Association
DECREASED36,69740,654-3,957-10%$6.7M$7.5M+$755.1K2026-11-06
Prosperitas Financial LLC
INCREASED36,10533,842+2,263+7%$5.6M$7.4M+$1.8M2026-10-28
Spring Capital Management, LLC
INCREASED36,09835,919+179+1%$6.0M$7.4M+$1.4M2026-10-09
Tritonpoint Wealth, LLC
DECREASED35,95037,437-1,487-4%$6.2M$7.3M+$1.1M2026-10-19
L. Roy Papp & Associates, LLP
DECREASED35,94436,897-953-3%$6.1M$7.3M+$1.2M2026-10-21
Hosking Partners LLP
DECREASED35,79637,836-2,040-5%$6.3M$7.3M+$1.0M2026-10-21
Means Investment Co., Inc.
DECREASED35,76041,045-5,285-13%$6.8M$7.3M+$498.9K2026-11-03
Pinkerton Wealth, LLC
INCREASED35,74334,979+764+2%$7.2M$7.3M+$62.0K2026-10-29
Ipswich Investment Management Co., Inc.
INCREASED35,66835,418+250+1%$5.9M$7.3M+$1.4M2026-10-13
C2c Wealth Management, LLC
UNCHANGED35,61635,61600%$5.9M$7.3M+$1.4M2026-10-20
StoneX Group Inc.
INCREASED35,53833,842+1,696+5%$5.6M$7.2M+$1.6M2026-11-03
Narwhal Capital Management
INCREASED35,50534,537+968+3%$5.7M$7.3M+$1.5M2026-11-04
White Pine Investment Co
DECREASED35,39335,982-589-2%$6.0M$7.2M+$1.3M2026-10-15
Petredis Investment Advisors LLC
INCREASED35,38535,358+27+0%$5.9M$7.2M+$1.4M2026-10-20
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED35,29926,671+8,628+32%$4.4M$7.2M+$2.8M2026-10-22
Virginia Wealth Management Group, Inc.
INCREASED35,16835,071+97+0%$5.8M$7.2M+$1.4M2026-10-14
Cincinnati Financial Corp
UNCHANGED35,13935,13900%$5.8M$7.2M+$1.4M2026-11-03
Monte Financial Group, LLC
DECREASED35,10239,010-3,908-10%$7.7M$7.2M-$510.2K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED35,01430,920+4,094+13%$5.1M$7.2M+$2.0M2026-10-21
MFF Capital Investments Ltd
NEW35,000—+35,000——$7.1M—2026-11-05
First Merchants Corp
DECREASED34,88735,179-292-1%$5.8M$7.1M+$1.3M2026-10-15
Altrius Capital Management Inc
INCREASED34,85933,885+974+3%$5.6M$7.1M+$1.5M2026-11-05
Greatmark Investment Partners, Inc.
INCREASED34,84434,669+175+1%$5.7M$7.1M+$1.4M2026-10-28
Hollow Brook Wealth Management LLC
DECREASED34,61337,828-3,215-8%$6.3M$7.1M+$798.0K2026-10-29
StrongBox Wealth, LLC
INCREASED34,61232,905+1,707+5%$5.5M$7.1M+$1.6M2026-11-02
Columbia Asset Management
DECREASED34,61134,883-272-1%$5.8M$7.1M+$1.3M2026-10-19
Private Trust Co NA
DECREASED34,56034,626-660%$5.7M$7.1M+$1.3M2026-10-20
Oliver Luxxe Assets LLC
DECREASED34,43234,623-191-1%$5.7M$7.0M+$1.3M2026-10-14
Frank, Rimerman Advisors LLC
INCREASED34,38234,294+88+0%$5.7M$7.0M+$1.3M2026-10-16
True Freedom Investing, LLC
INCREASED34,25433,020+1,234+4%$6.8M$7.0M+$163.2K2026-10-29
Greystone Financial Group, LLC
DECREASED33,85534,074-219-1%$5.6M$6.9M+$1.3M2026-10-26
XML Financial, LLC
DECREASED33,82135,027-1,206-3%$5.8M$6.9M+$1.1M2026-10-29
Butensky & Cohen Financial Security, Inc
DECREASED33,65034,105-455-1%$5.7M$6.9M+$1.2M2026-10-13
Mechanics Bank Trust Department
DECREASED33,63135,692-2,061-6%$5.9M$6.9M+$951.5K2026-10-13
Signaturefd, LLC
INCREASED33,62431,379+2,245+7%$5.2M$6.9M+$1.7M2026-10-23
Old Mission Investment Co LLC
INCREASED33,58733,190+397+1%$5.5M$6.9M+$1.4M2026-10-22
RFG Advisory, LLC
INCREASED33,54729,012+4,535+16%$4.8M$6.9M+$2.0M2026-11-03
Community Bank, N.A.
DECREASED33,46233,584-1220%$5.6M$6.8M+$1.3M2026-11-06
RMR Wealth Builders
INCREASED33,28431,456+1,828+6%$5.2M$6.8M+$1.6M2026-10-22
Cidel Asset Management Inc
DECREASED33,26633,565-299-1%$5.6M$6.8M+$1.2M2026-10-29
Blue Trust, Inc.
DECREASED33,13633,959-823-2%$5.6M$6.8M+$1.1M2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED33,10332,492+611+2%$5.4M$6.8M+$1.4M2026-10-23
Reliant Investment Management, LLC
INCREASED33,09732,688+409+1%$5.4M$6.8M+$1.3M2026-10-14
Marble Harbor Investment Counsel, LLC
DECREASED33,05833,208-1500%$5.5M$6.8M+$1.2M2026-11-06
Cerro Pacific Wealth Advisors LLC
INCREASED32,94932,755+194+1%$5.4M$6.7M+$1.3M2026-10-22
Hengehold Capital Management LLC
INCREASED32,93732,771+166+1%$5.4M$6.7M+$1.3M2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED32,92026,293+6,627+25%$4.4M$6.7M+$2.3M2026-10-13
Independent Wealth Network Inc.
INCREASED32,69628,193+4,503+16%$4.7M$6.7M+$2.0M2026-10-19
Salem Investment Counselors Inc
INCREASED32,68932,388+301+1%$5.4M$6.7M+$1.3M2026-10-13
GC Wealth Management RIA, LLC
DECREASED32,66632,827-1610%$5.4M$6.7M+$1.2M2026-11-02
Madden Securities Corp
DECREASED32,50132,728-227-1%$5.4M$6.6M+$1.2M2026-10-27
Cornerstone Wealth Management, LLC
DECREASED32,34032,371-310%$5.4M$6.6M+$1.2M2026-11-04
YHB Investment Advisors, Inc.
INCREASED32,32731,704+623+2%$5.3M$6.6M+$1.3M2026-10-08
Greenleaf Trust
DECREASED32,30832,677-369-1%$5.4M$6.6M+$1.2M2026-10-29
Lockheed Martin Investment Management Co
DECREASED32,10072,140-40,040-55%$12.0M$6.6M-$5.4M2026-11-04
SBI Securities Co., Ltd.
INCREASED31,94530,724+1,221+4%$5.1M$6.5M+$1.4M2026-10-22
Spectrum Asset Management, Inc. (NB )
DECREASED31,91032,322-412-1%$5.4M$6.5M+$1.2M2026-10-19
Chicago Partners Investment Group LLC
INCREASED31,82428,351+3,473+12%$5.5M$7.4M+$1.9M2026-10-27
Eagle Capital Management, LLC
DECREASED31,76932,877-1,108-3%$5.5M$6.5M+$1.0M2026-10-19
Dupree Financial Group, LLC
INCREASED31,70230,801+901+3%$5.1M$6.5M+$1.4M2026-10-09
Summit Financial Wealth Advisors, LLC
DECREASED31,69732,164-467-1%$5.3M$6.5M+$1.1M2026-10-15
Indivisible Partners
INCREASED31,62718,681+12,946+69%$3.1M$6.5M+$3.4M2026-10-26
Glass Wealth Management Co LLC
INCREASED31,39829,558+1,840+6%$4.9M$6.4M+$1.5M2026-10-28
Capital Asset Advisory Services LLC
DECREASED31,32033,066-1,746-5%$5.5M$7.1M+$1.6M2026-10-30
Pathway Financial Advisers, LLC
INCREASED31,30830,588+720+2%$5.1M$6.4M+$1.3M2026-10-27
Advisors Management Group Inc
DECREASED31,12631,276-1500%$5.2M$6.4M+$1.2M2026-11-05
Naples Global Advisors, LLC
INCREASED31,08930,987+102+0%$5.1M$6.3M+$1.2M2026-11-05
VestGen Advisors, LLC
DECREASED30,93232,131-1,199-4%$5.3M$6.3M+$990.5K2026-10-27
Dana Investment Advisors, Inc.
DECREASED30,90631,816-910-3%$5.3M$6.3M+$1.0M2026-11-06
Buckhead Capital Management LLC
INCREASED30,89630,738+158+1%$5.1M$6.3M+$1.2M2026-11-03
RKL Wealth Management LLC
INCREASED30,65830,223+435+1%$5.0M$6.3M+$1.3M2026-10-16
MTM Investment Management, LLC
INCREASED30,64030,445+195+1%$5.0M$6.3M+$1.2M2026-10-30
Jericho Financial, LLP
INCREASED30,54930,203+346+1%$5.0M$6.2M+$1.2M2026-10-13
Reik & Co., LLC
UNCHANGED30,53030,53000%$5.1M$6.2M+$1.2M2026-10-27
Corda Investment Management, Llc.
INCREASED30,52029,927+593+2%$5.0M$6.2M+$1.3M2026-10-22
Baker Avenue Asset Management, LP
INCREASED30,28129,945+336+1%$5.0M$6.2M+$1.2M2026-11-06
Lawson Kroeker Investment Management Inc
DECREASED30,21730,799-582-2%$5.1M$6.2M+$1.1M2026-10-22
Wedmont Private Capital
INCREASED30,13121,343+8,788+41%$3.8M$6.4M+$2.6M2026-10-09
Eagle Global Advisors LLC
DECREASED30,08930,682-593-2%$5.1M$6.1M+$1.1M2026-11-02
Adams Diversified Equity Fund, Inc.
DECREASED30,02733,427-3,400-10%$5.5M$6.1M+$591.0K2026-10-21
Private Management Group Inc
DECREASED30,02630,383-357-1%$5.0M$6.1M+$1.1M2026-11-04
Flagship Harbor Advisors, LLC
DECREASED29,95029,987-370%$5.0M$6.1M+$1.1M2026-10-26
Bell & Brown Wealth Advisors, LLC
DECREASED29,89930,707-808-3%$5.1M$6.1M+$1.0M2026-10-16
Benedict Financial Advisors Inc
DECREASED29,89829,935-370%$5.0M$6.1M+$1.1M2026-10-07
Farmers & Merchants Trust Co of Long Beach
INCREASED29,85229,330+522+2%$4.9M$6.1M+$1.2M2026-10-22
Montecito Bank & Trust
DECREASED29,83330,046-213-1%$5.0M$6.1M+$1.1M2026-10-01
Herold Advisors, Inc.
INCREASED29,82629,727+99+0%$4.9M$6.1M+$1.2M2026-10-19
Generali Investments, Management Co LLC
DECREASED29,60030,744-1,144-4%$5.1M$6.0M+$948.5K2026-10-19
Arlington Financial Advisors, LLC
DECREASED29,56430,725-1,161-4%$5.1M$6.0M+$944.3K2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED29,53324,568+4,965+20%$4.1M$6.0M+$2.0M2026-10-21
Bill Few Associates, Inc.
DECREASED29,43529,655-220-1%$4.9M$6.0M+$1.1M2026-10-09
LEE Danner & Bass Inc
DECREASED29,34429,808-464-2%$4.9M$6.0M+$1.1M2026-10-27
Plimoth Trust Co LLC
INCREASED29,23029,159+71+0%$4.8M$6.0M+$1.1M2026-10-26
Entruity Wealth, LLC
INCREASED29,12828,356+772+3%$4.7M$5.9M+$1.2M2026-11-06
Jefferies Financial Group Inc.
DECREASED28,935154,626-125,691-81%$25.6M$5.9M-$19.7M2026-11-05
Azzad Asset Management Inc
DECREASED28,90529,544-639-2%$4.9M$5.9M+$1.0M2026-11-04
Creative Financial Designs Inc
INCREASED28,89828,443+455+2%$4.7M$5.9M+$1.2M2026-11-04
LS Investment Advisors, LLC
DECREASED28,89330,020-1,127-4%$5.0M$5.9M+$924.3K2026-10-13
Global Financial Private Client, LLC
INCREASED28,87328,551+322+1%$4.7M$5.9M+$1.2M2026-10-15
Harbour Capital Advisors, LLC
UNCHANGED28,85528,85500%$5.1M$5.9M+$802.5K2026-10-13
SAX Wealth Advisors, LLC
INCREASED28,83214,190+14,642+103%$2.9M$5.9M+$3.0M2026-10-13
Larson Financial Group LLC
DECREASED28,50333,204-4,701-14%$5.5M$5.8M+$316.6K2026-11-05
Nicholas Hoffman & Company, Llc.
DECREASED28,49729,062-565-2%$4.8M$5.8M+$1.0M2026-10-30
Segment Wealth Management, LLC
DECREASED28,46728,927-460-2%$4.8M$5.8M+$1.0M2026-10-26
G&S Capital LLC
DECREASED28,34828,498-150-1%$4.7M$5.8M+$1.1M2026-10-23
JBR Co Financial Management Inc
DECREASED28,18028,201-210%$4.7M$4.7M-$5.5K2026-10-13
Accurate Wealth Management, LLC
INCREASED28,14025,497+2,643+10%$4.5M$6.1M+$1.6M2026-10-20
Grand Central Investment Group
INCREASED28,12028,021+99+0%$4.6M$5.7M+$1.1M2026-11-02
Investors Asset Management of Georgia Inc
DECREASED28,01528,220-205-1%$4.7M$5.7M+$1.0M2026-10-20
TrinityBridge Ltd
INCREASED27,80120,736+7,065+34%$3.4M$5.7M+$2.2M2026-10-30
Moneco Advisors, LLC
DECREASED27,78927,946-157-1%$4.6M$5.7M+$1.0M2026-11-05
Traynor Capital Management, Inc.
INCREASED27,69126,305+1,386+5%$4.4M$5.7M+$1.3M2026-10-29
CoreCap Advisors, LLC
DECREASED27,67539,246-11,571-29%$6.5M$5.7M-$853.9K2026-10-08
Massachusetts Wealth Management
DECREASED27,62928,354-725-3%$4.7M$5.6M+$942.2K2026-10-21
Hohimer Wealth Management, LLC
INCREASED27,60921,226+6,383+30%$3.5M$5.6M+$2.1M2026-11-04
Richards, Merrill & Peterson, Inc.
DECREASED27,60230,249-2,647-9%$5.0M$5.6M+$622.6K2026-10-19
TCI Wealth Advisors, Inc.
INCREASED27,59827,360+238+1%$4.5M$5.6M+$1.1M2026-10-30
Pictet North America Advisors SA
DECREASED27,53029,674-2,144-7%$4.9M$5.6M+$703.1K2026-10-21
Aprio Wealth Management, LLC
INCREASED27,46526,442+1,023+4%$4.4M$5.6M+$1.2M2026-10-28
Garner Asset Management Corp
DECREASED27,43428,648-1,214-4%$4.8M$6.4M+$1.6M2026-10-30
Alkeme Wealth, LLC
DECREASED27,36527,817-452-2%$4.6M$5.6M+$977.3K2026-10-08
Gerald Baker Financial Group LLC
INCREASED27,30827,173+135+1%$4.5M$5.6M+$1.1M2026-10-09
PFG Advisors
DECREASED27,25827,549-291-1%$4.6M$5.6M+$999.8K2026-10-16
Rayburn West Financial Services LLC
DECREASED27,21227,247-350%$4.5M$5.6M+$1.0M2026-11-03
Beaumont Financial Advisors, LLC
INCREASED27,17719,032+8,145+43%$3.2M$5.5M+$2.4M2026-10-22
Duncker Streett & Co Inc
INCREASED27,16725,780+1,387+5%$4.3M$5.5M+$1.3M2026-10-27
Mill Capital Management, LLC
DECREASED27,15327,354-201-1%$4.5M$5.5M+$1.0M2026-10-26
Verdence Capital Advisors LLC
DECREASED27,14130,694-3,553-12%$5.1M$5.5M+$454.6K2026-10-26
Delta Financial Advisors LLC
INCREASED27,12326,864+259+1%$4.5M$5.5M+$1.1M2026-10-27
NWF Advisory Services Inc.
DECREASED27,11329,821-2,708-9%$4.9M$5.5M+$593.6K2026-10-19
Ridgecrest Wealth Partners, LLC
DECREASED27,11127,261-150-1%$4.5M$5.5M+$1.0M2026-10-19
Lynch Asset Management, Inc.
UNCHANGED27,10027,10000%$4.5M$5.5M+$1.0M2026-10-28
Portside Wealth Group, LLC
INCREASED27,05825,540+1,518+6%$4.2M$5.5M+$1.3M2026-10-20
Consolidated Investment Group LLC
UNCHANGED27,05527,05500%$4.5M$5.5M+$1.0M2026-11-04
Laurel Wealth Advisors LLC
DECREASED26,99728,676-1,679-6%$4.8M$5.5M+$759.8K2026-10-27
Procyon Advisors, LLC
DECREASED26,99127,059-680%$4.5M$5.5M+$1.0M2026-10-21
Joseph Group Capital Management
INCREASED26,87125,572+1,299+5%$4.2M$5.5M+$1.2M2026-11-04
Capital City Trust Co
DECREASED26,86027,169-309-1%$4.5M$5.5M+$981.5K2026-10-22
Sterling Investment Advisors, Ltd.
DECREASED26,82327,922-1,099-4%$4.6M$5.5M+$849.3K2026-10-27
Cohen Investment Advisors LLC
INCREASED26,70626,334+372+1%$4.4M$5.5M+$1.1M2026-10-20
Old Second National Bank of Aurora
DECREASED26,60827,187-579-2%$4.5M$5.4M+$927.1K2026-10-22
Baugh & Associates, LLC
INCREASED26,60324,949+1,654+7%$4.1M$4.9M+$797.8K2026-10-16
Portfolio Design Labs, LLC
INCREASED26,55425,523+1,031+4%$4.2M$5.4M+$1.2M2026-11-04
Triad Wealth Partners, LLC
DECREASED26,49627,379-883-3%$5.3M$5.4M+$121.7K2026-10-26
Hennion & Walsh Asset Management, Inc.
DECREASED26,48429,152-2,668-9%$4.8M$5.4M+$576.1K2026-10-13
Lantz Financial LLC
DECREASED26,44226,547-1050%$4.4M$5.4M+$999.3K2026-10-15
NTV Asset Management LLC
DECREASED26,36126,498-137-1%$4.4M$5.4M+$990.9K2026-10-23
Winebrenner Capital Management LLC
INCREASED26,31026,302+8+0%$4.4M$5.4M+$1.0M2026-10-07
Argyle Capital Management, LLC
DECREASED26,28426,324-400%$4.4M$5.4M+$1.0M2026-10-28
Summit Global Investments
INCREASED26,22418,804+7,420+39%$3.1M$5.4M+$2.2M2026-10-28
Solitude Financial Services
INCREASED26,20425,796+408+2%$4.3M$5.4M+$1.1M2026-10-26
Mcdonald Partners LLC
INCREASED26,09724,395+1,702+7%$4.0M$5.3M+$1.3M2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED25,82226,975-1,153-4%$4.5M$5.3M+$801.6K2026-11-02
Koshinski Asset Management, Inc.
DECREASED25,69825,798-1000%$4.3M$5.2M+$971.4K2026-10-29
McKinley Carter Wealth Services, Inc.
INCREASED25,69525,456+239+1%$4.2M$5.2M+$1.0M2026-10-16
Murphy Pohlad Asset Management LLC
DECREASED25,62625,831-205-1%$4.3M$5.2M+$951.3K2026-10-22
Hunter Associates Investment Management LLC
INCREASED25,51023,182+2,328+10%$3.8M$5.2M+$1.4M2026-10-26
Investmark Advisory Group LLC
INCREASED25,41224,867+545+2%$4.1M$5.2M+$1.1M2026-10-27
Royal Fund Management, LLC
DECREASED25,37526,000-625-2%$4.3M$5.2M+$872.0K2026-10-22
James Hambro & Partners LLP
UNCHANGED25,30025,30000%$4.2M$5.2M+$977.7K2026-10-19
Plan Group Financial, LLC
INCREASED25,27922,457+2,822+13%$3.7M$5.7M+$2.0M2026-10-22
International Assets Investment Management, LLC
DECREASED25,21227,980-2,768-10%$4.6M$5.2M+$585.5K2026-11-02
Platform Technology Partners
DECREASED25,09925,821-722-3%$4.3M$5.1M+$845.4K2026-11-02
Lanark Financial, Inc.
INCREASED25,05924,658+401+2%$4.1M$5.1M+$1.0M2026-10-26
Symphony Financial, Ltd. Co.
INCREASED25,04319,135+5,908+31%$3.2M$5.1M+$1.9M2026-10-22
Resonant Capital Advisors, LLC
DECREASED24,91738,327-13,410-35%$6.4M$5.1M-$1.3M2026-10-15
Gilliland Jeter Wealth Management LLC
INCREASED24,86324,803+60+0%$4.1M$5.1M+$966.1K2026-10-28
Apella Capital, LLC
INCREASED24,83022,527+2,303+10%$3.9M$5.1M+$1.2M2026-10-08
Lineweaver Wealth Advisors, LLC
INCREASED24,74623,676+1,070+5%$3.9M$5.1M+$1.1M2026-10-13
Clear Harbor Asset Management, LLC
INCREASED24,53817,386+7,152+41%$2.9M$5.0M+$2.1M2026-11-05
Columbia Bank
INCREASED24,52723,964+563+2%$4.0M$5.0M+$1.0M2026-10-29
Intrua Financial, LLC
DECREASED24,46425,322-858-3%$4.2M$5.0M+$798.3K2026-10-28
Fourpath Capital Management, LLC
DECREASED24,42724,788-361-1%$4.1M$5.0M+$879.3K2026-10-19
R.H. Dinel Investment Counsel, Inc.
DECREASED24,39125,191-800-3%$4.2M$5.0M+$805.2K2026-10-14
Aull & Monroe Investment Management Corp
INCREASED24,37824,193+185+1%$4.0M$5.0M+$968.0K2026-10-16
North Star Investment Management Corp.
INCREASED24,36023,990+370+2%$4.0M$5.0M+$998.0K2026-10-27
Gryphon Financial Partners LLC
INCREASED24,27220,644+3,628+18%$3.4M$5.0M+$1.5M2026-11-04
Fulton Breakefield Broenniman LLC
DECREASED24,22824,721-493-2%$4.1M$4.9M+$849.8K2026-11-03
Wasatch Advisors LP
DECREASED24,21724,736-519-2%$4.1M$4.9M+$845.1K2026-10-13
Atlas Brown,Inc.
INCREASED24,18624,103+83+0%$4.0M$4.9M+$943.6K2026-10-09
Nvwm, LLC
INCREASED24,12223,867+255+1%$4.0M$4.9M+$969.8K2026-10-14
Peoples Bank
INCREASED24,02223,937+85+0%$4.0M$4.9M+$937.7K2026-10-26
Capital Investment Advisory Services, LLC
DECREASED24,01624,542-526-2%$4.1M$4.9M+$840.0K2026-10-30
Carrera Capital Advisors
INCREASED23,95223,044+908+4%$3.8M$4.9M+$1.1M2026-11-03
Mystic Asset Management, Inc.
INCREASED23,89323,673+220+1%$3.9M$4.9M+$955.2K2026-10-15
NovaPoint Capital, LLC
DECREASED23,88524,003-1180%$4.0M$4.9M+$898.8K2026-10-22
West Branch Capital LLC
INCREASED23,73723,424+313+1%$3.9M$4.8M+$964.6K2026-10-20
Norden Group LLC
DECREASED23,62124,019-398-2%$4.0M$4.8M+$842.6K2026-10-20
Diligent Investors, LLC
DECREASED23,55024,128-578-2%$4.0M$4.8M+$809.6K2026-10-21
Sepio Capital, LP
DECREASED23,49831,135-7,637-25%$5.2M$4.8M-$362.4K2026-10-22
Kavar Capital Partners Group, LLC
INCREASED23,49223,062+430+2%$3.8M$4.8M+$974.5K2026-11-06
First Bank & Trust
INCREASED23,46921,683+1,786+8%$3.6M$4.8M+$1.2M2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
INCREASED23,45223,269+183+1%$3.9M$4.8M+$932.1K2026-10-23
Whitener Capital Management, Inc.
INCREASED23,42622,755+671+3%$3.8M$4.8M+$1.0M2026-10-15
Weatherly Asset Management L. P.
INCREASED23,38723,250+137+1%$3.9M$4.8M+$921.9K2026-10-20
Benin Management Corp
UNCHANGED23,35023,35000%$3.9M$4.8M+$897.8K2026-10-22
Certuity, LLC
INCREASED23,34822,058+1,290+6%$3.7M$4.8M+$1.1M2026-11-02
Formidable Asset Management, LLC
INCREASED23,23622,968+268+1%$4.8M$3.9M-$900.6K2026-11-03
Oakworth Capital, Inc.
INCREASED23,21823,040+178+1%$3.8M$4.7M+$922.8K2026-10-26
Journey Advisory Group, LLC
DECREASED23,14624,149-1,003-4%$4.0M$4.7M+$723.7K2026-11-04
AGF Management LTD
INCREASED23,11617,563+5,553+32%$2.9M$4.7M+$1.8M2026-11-03
Lyell Wealth Management, LP
DECREASED23,10423,112-80%$3.8M$4.7M+$887.0K2026-10-30
Stanley-Laman Group, Ltd.
DECREASED23,10023,466-366-2%$3.9M$4.7M+$827.5K2026-10-20
Sage Investment Advisers LLC
DECREASED23,01723,089-720%$3.8M$4.7M+$873.0K2026-10-21
Mccarter Private Wealth Services LLC
INCREASED22,97821,992+986+4%$3.6M$4.7M+$1.0M2026-10-22
Krilogy Financial LLC
INCREASED22,96722,765+202+1%$3.8M$4.9M+$1.2M2026-10-13
St. Louis Financial Planners Asset Management, LLC
NEW22,922—+22,922——$5.0M—2026-10-16
Missouri Trust & Investment Co
DECREASED22,92023,211-291-1%$4.6M$4.7M+$111.9K2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED22,84823,175-327-1%$3.8M$4.7M+$825.0K2026-10-14
Boltwood Capital Management
DECREASED22,84222,860-180%$3.8M$4.7M+$875.3K2026-10-02
SeaCrest Wealth Management, LLC
DECREASED22,79424,259-1,465-6%$4.0M$4.7M+$633.6K2026-10-21
Shoker Investment Counsel, Inc.
DECREASED22,66122,671-100%$3.8M$4.6M+$869.7K2026-11-04
Clearstead Trust, LLC
INCREASED22,64021,983+657+3%$3.6M$4.6M+$979.4K2026-11-06
Titleist Asset Management, LLC
DECREASED22,64023,052-412-2%$3.8M$4.6M+$801.9K2026-10-08
Heritage Wealth Management, Inc.
DECREASED22,58623,561-975-4%$3.9M$4.6M+$706.8K2026-10-28
Exchange Bank
INCREASED22,53722,089+448+2%$3.7M$4.6M+$940.8K2026-10-07
Laurel OAK Wealth Management, LLC
INCREASED22,50620,929+1,577+8%$3.5M$4.6M+$1.1M2026-10-19
Albion Financial Group
DECREASED22,43922,608-169-1%$3.7M$4.6M+$834.8K2026-10-21
Ninety One North America, Inc.
UNCHANGED22,35822,35800%$3.7M$4.6M+$859.7K2026-10-15
WD Rutherford LLC
DECREASED22,35223,802-1,450-6%$3.9M$4.6M+$619.1K2026-10-26
Vertrix Wealth Management, LLC
DECREASED22,33224,697-2,365-10%$4.1M$4.6M+$466.5K2026-10-13
Global Trust Asset Management, LLC
INCREASED22,15021,985+165+1%$3.6M$4.5M+$879.0K2026-10-19
Burney Co/
INCREASED22,12512,290+9,835+80%$2.0M$4.5M+$2.5M2026-10-15
Founders Financial Securities LLC
INCREASED22,03620,357+1,679+8%$3.4M$4.5M+$1.1M2026-10-28
ASK Capital Investment Managers, LLC
NEW22,014—+22,014——$4.5M—2026-10-14
Leelyn Smith, LLC
INCREASED21,90020,992+908+4%$3.5M$4.5M+$992.5K2026-11-03
CGN Advisors LLC
DECREASED21,82323,497-1,674-7%$3.9M$4.5M+$561.7K2026-10-21
Personal CFO Solutions, LLC
DECREASED21,78324,314-2,531-10%$4.0M$4.4M+$418.0K2026-11-06
Burke & Herbert Bank & Trust Co
INCREASED21,75321,653+100+0%$3.6M$4.4M+$853.0K2026-11-02
Patten Group, Inc.
INCREASED21,70121,100+601+3%$3.5M$4.4M+$934.0K2026-10-26
Boothe Investment Group, Inc.
INCREASED21,63020,499+1,131+6%$3.4M$4.4M+$1.0M2026-10-22
Wealth Enhancement Trust Services, Inc.
DECREASED21,54024,495-2,955-12%$4.1M$4.4M+$338.4K2026-10-07
J.P. Marvel Investment Advisors, LLC
DECREASED21,53321,554-210%$3.6M$4.4M+$824.5K2026-11-02
Bria Capital Group, LLC
INCREASED21,51920,288+1,231+6%$3.4M$4.4M+$1.0M2026-10-22
Strong Tower Advisory Services
DECREASED21,42821,952-524-2%$3.6M$4.4M+$737.0K2026-10-13
First Pacific Financial
INCREASED21,37720,813+564+3%$3.4M$4.4M+$915.4K2026-10-14
Signet Investment Advisory Group, Inc.
INCREASED21,35420,644+710+3%$3.4M$4.4M+$938.8K2026-10-30
TriaGen Wealth Management LLC
DECREASED21,29921,380-810%$3.5M$4.3M+$805.5K2026-10-14
MH & Associates Securities Management Corp
INCREASED21,25721,216+41+0%$3.5M$4.3M+$824.1K2026-10-30
Plancorp, LLC
INCREASED21,18513,969+7,216+52%$2.5M$5.0M+$2.4M2026-11-03
Andrews Advisory Associates, LLC
DECREASED21,09721,247-150-1%$3.5M$4.3M+$786.3K2026-10-15
Horst & Graben Wealth Management LLC
INCREASED20,97420,910+64+0%$3.5M$4.3M+$818.5K2026-11-02
Radnor Capital Management, LLC
DECREASED20,96221,267-305-1%$3.5M$4.3M+$755.4K2026-10-23
Cornerstone Planning, LLC
INCREASED20,89520,822+73+0%$3.5M$3.7M+$234.3K2026-10-27
HCR Wealth Advisors
INCREASED20,81320,346+467+2%$3.4M$4.3M+$877.7K2026-10-15
Coerente Capital Management
DECREASED20,62120,800-179-1%$3.4M$4.2M+$763.2K2026-10-29
Old Port Advisors
DECREASED20,61720,747-130-1%$3.4M$4.2M+$771.2K2026-10-23
Bison Wealth, LLC
INCREASED20,59318,002+2,591+14%$3.0M$4.4M+$1.4M2026-10-13
First Command Advisory Services, Inc.
DECREASED20,58223,444-2,862-12%$3.9M$4.2M+$317.0K2026-11-05
Dmkc Advisory Services, LLC
INCREASED20,57720,074+503+3%$3.3M$4.2M+$874.5K2026-11-04
Bourgeon Capital Management LLC
INCREASED20,57219,416+1,156+6%$3.2M$4.2M+$982.6K2026-10-19
Gibbs Wealth Management
INCREASED20,48417,118+3,366+20%$2.8M$4.2M+$1.3M2026-10-22
Cosner Financial Group, LLC
DECREASED20,40720,941-534-3%$3.5M$4.2M+$696.3K2026-11-03
Enhancing Capital LLC
UNCHANGED20,36020,36000%$3.4M$4.2M+$782.8K2026-10-26
Aviso Wealth Management
DECREASED20,29721,049-752-4%$3.5M$4.1M+$655.7K2026-11-04
Cullen Investment Group, Ltd.
DECREASED20,26721,573-1,306-6%$3.6M$4.4M+$781.3K2026-10-13
Concord Wealth Partners
INCREASED20,24319,772+471+2%$3.3M$4.1M+$856.4K2026-11-02
Hudock, Inc.
INCREASED20,24320,050+193+1%$3.3M$4.1M+$810.5K2026-10-14
Charles Schwab Trust Co
INCREASED20,24119,977+264+1%$3.3M$4.1M+$822.0K2026-10-15
Genus Capital Management Inc.
INCREASED20,20511,400+8,805+77%$1.9M$4.1M+$2.2M2026-11-04
Brick & Kyle, Associates
DECREASED20,19320,467-274-1%$4.2M$4.1M-$110.8K2026-11-05
Strategic Advisors LLC
DECREASED20,13520,734-599-3%$3.4M$4.1M+$674.9K2026-10-13
Studio Investment Management LLC
DECREASED20,07820,165-870%$3.3M$4.1M+$757.6K2026-10-22
TritonPoint Partners, LLC
DECREASED20,05341,731-21,678-52%$6.9M$4.1M-$2.8M2026-11-05
Central Valley Advisors, LLC
DECREASED19,83820,543-705-3%$3.4M$4.1M+$645.9K2026-10-27
Bath Savings Trust Co
DECREASED19,82220,578-756-4%$3.4M$4.0M+$636.8K2026-10-07
Texas Bank & Trust Co
DECREASED19,81619,984-168-1%$3.3M$4.0M+$734.1K2026-11-04
Aaron Wealth Advisors LLC
DECREASED19,80220,144-342-2%$3.3M$4.0M+$704.7K2026-10-13
Gables Capital Management Inc.
DECREASED19,76719,987-220-1%$3.3M$4.0M+$723.6K2026-11-04
Paradigm Asset Management Co LLC
DECREASED19,73922,828-3,089-14%$3.8M$4.0M+$246.9K2026-11-05
Shrier Wealth Management, LLC
DECREASED19,72019,999-279-1%$3.3M$4.0M+$712.1K2026-10-20
Guardian Investment Management
DECREASED19,71520,190-475-2%$3.3M$4.0M+$679.3K2026-10-23
Concord Asset Management, LLC
INCREASED19,71318,541+1,172+6%$3.1M$4.0M+$952.3K2026-11-02
Redmond Asset Management, LLC
DECREASED19,70120,151-450-2%$3.3M$4.0M+$682.9K2026-10-27
Catalyst Capital Advisors LLC
DECREASED19,70021,468-1,768-8%$3.6M$4.0M+$464.4K2026-11-02
Allen Wealth Management, LLC
DECREASED19,69722,981-3,284-14%$3.8M$4.0M+$213.0K2026-10-29
Alta Capital Management LLC/
DECREASED19,57029,290-9,720-33%$4.9M$4.0M-$858.6K2026-10-26
Norway Savings Bank
DECREASED19,55320,138-585-3%$3.3M$4.0M+$654.8K2026-10-20
Navigation Group, LLC
INCREASED19,51619,402+114+1%$3.2M$4.0M+$769.3K2026-10-28
Cordatus Wealth Management LLC
DECREASED19,46319,663-200-1%$3.3M$4.0M+$715.1K2026-10-19
Inman Jager Wealth Management, LLC
DECREASED19,44219,632-190-1%$3.3M$4.0M+$716.1K2026-11-05
Valmark Advisers, Inc.
INCREASED19,43517,164+2,271+13%$2.8M$4.0M+$1.1M2026-11-06
Cottage Street Advisors LLC
INCREASED19,36219,270+92+0%$3.2M$4.0M+$759.8K2026-10-19
CX Institutional
INCREASED19,33317,976+1,357+8%$3.0M$3.9K-$3.0M2026-10-02
Robertson Stephens Wealth Management, LLC
DECREASED19,32821,952-2,624-12%$3.6M$3.9M+$308.2K2026-10-16
Excalibur Management Corp
INCREASED19,30618,969+337+2%$3.1M$3.9M+$798.3K2026-11-02
Joel Isaacson & Co., LLC
INCREASED19,29718,033+1,264+7%$3.0M$3.9M+$951.5K2026-11-05
Wealth Alliance Advisory Group, LLC
DECREASED19,28621,358-2,072-10%$3.5M$3.9M+$398.1K2026-10-14
Cape Investment Advisory, Inc.
INCREASED19,28018,937+343+2%$3.1M$3.9M+$798.0K2026-10-13
MCF Advisors LLC
INCREASED19,24918,888+361+2%$3.1M$3.9M+$800.1K2026-10-28
Premier Fund Managers Ltd
INCREASED19,23117,986+1,245+7%$3.0K$3.9M+$3.9M2026-11-02
Quadrant Private Wealth Management, LLC
NEW19,215—+19,215——$3.9M—2026-11-04
Galvin, Gaustad & Stein, LLC
DECREASED19,21321,614-2,401-11%$3.6M$3.9M+$340.9K2026-10-08
Insight Inv LLC
INCREASED19,20517,277+1,928+11%$2.9M$3.9M+$1.1M2026-10-27
DSG Capital Advisors, LLC
INCREASED19,19218,866+326+2%$3.4M$3.9M+$490.1K2026-11-05
Kampmann Melissa S.
INCREASED19,15618,701+455+2%$3.1M$3.9M+$812.0K2026-10-28
Central Pacific Bank - Trust Division
INCREASED19,12218,303+819+4%$3.0M$3.9M+$871.0K2026-10-06
Parkside Financial Bank & Trust
DECREASED19,12019,515-395-2%$3.2M$3.9M+$669.6K2026-10-27
BIP Wealth, LLC
DECREASED19,08119,161-800%$3.2M$3.9M+$720.3K2026-10-22
Brown Shipley& Co Ltd
INCREASED19,07918,461+618+3%$3.1M$3.9M+$836.0K2026-10-09
CRA Financial Services, LLC
INCREASED19,05418,694+360+2%$3.1M$3.9M+$792.2K2026-10-16
Simon Quick Advisors, LLC
INCREASED19,00217,358+1,644+9%$2.9M$3.9M+$1.0M2026-10-26
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED19,00019,00000%$3.1M$3.9M+$730.6K2026-11-06
Unison Advisors LLC
INCREASED18,98518,796+189+1%$3.1M$3.9M+$761.3K2026-10-29
Grove Bank & Trust
DECREASED18,98218,994-120%$3.1M$3.9M+$727.9K2026-10-08
Challenger Wealth Management
DECREASED18,97019,206-236-1%$3.2M$3.9M+$690.3K2026-10-30
Secure Asset Management, LLC
INCREASED18,89916,290+2,609+16%$2.7M$3.9M+$1.2M2026-10-19
River Street Advisors LLC
INCREASED18,72118,070+651+4%$3.0M$3.8M+$827.8K2026-10-22
Avior Wealth Management, LLC
DECREASED18,71924,085-5,366-22%$4.0M$3.8M-$169.8K2026-10-13
McAlvany Wealth Management LLC
INCREASED18,69218,275+417+2%$3.0M$3.8M+$787.9K2026-10-29
Moody National Bank Trust Division
DECREASED18,68119,087-406-2%$3.2M$3.8M+$651.0K2026-10-06
VAN Strum & Towne Inc.
INCREASED18,50718,188+319+2%$3.0M$3.8M+$764.5K2026-11-06
Quadcap Wealth Management, LLC
DECREASED18,40818,644-236-1%$3.1M$3.8M+$668.5K2026-11-02
Nilsine Partners, LLC
DECREASED18,40619,569-1,163-6%$3.2M$3.8M+$515.0K2026-11-02
Harbor Investment Advisory, LLC
INCREASED18,40618,366+40+0%$3.0M$3.8M+$714.3K2026-10-13
Bfsg, LLC
DECREASED18,39318,872-479-3%$3.1M$3.8M+$627.8K2026-10-30
Willis Johnson Wealth, Inc.
DECREASED18,38219,324-942-5%$3.2M$3.8M+$550.6K2026-11-03
Lynx Capital Group LTD
INCREASED18,37618,363+13+0%$3.0M$3.8M+$708.8K2026-11-04
Weaver Capital Management LLC
INCREASED18,34214,145+4,197+30%$2.9M$3.7M+$819.0K2026-10-15
Masterinvest Kapitalanlage GmbH
DECREASED18,32521,925-3,600-16%$3.6M$3.7M+$107.9K2026-11-03
ANB Bank
DECREASED18,28119,298-1,017-5%$3.2M$3.7M+$534.3K2026-10-09
Sculati Wealth Management, LLC
INCREASED18,23218,230+2+0%$3.4M$3.9M+$503.9K2026-10-19
Fiduciary Alliance LLC
DECREASED18,21523,419-5,204-22%$3.9M$3.7M-$162.2K2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED18,19718,431-234-1%$3.1M$3.7M+$660.4K2026-10-14
Strata Wealth Advisors, LLC
DECREASED18,19520,180-1,985-10%$3.3M$3.7M+$370.6K2026-10-16
Fulcrum Asset Management LLP
DECREASED18,19232,955-14,763-45%$5.6M$3.7M-$1.8M2026-11-04
Kentucky Trust Co
DECREASED18,15718,691-534-3%$3.1M$3.7M+$609.6K2026-10-15
DeDora Capital, Inc.
DECREASED18,14818,203-550%$3.0M$3.7M+$688.6K2026-10-26
Cadinha & Co LLC
DECREASED18,14718,311-164-1%$3.0M$3.7M+$670.6K2026-10-22
Magnus Financial Group LLC
INCREASED18,12017,329+791+5%$2.9M$3.7M+$827.8K2026-10-21
WP Advisors, LLC
INCREASED18,08417,936+148+1%$3.0M$3.7M+$719.9K2026-10-22
Cooper Financial Group
INCREASED18,04717,731+316+2%$2.9M$3.7M+$746.4K2026-10-07
Gen-Wealth Partners Inc
DECREASED17,99818,384-386-2%$3.0M$3.7M+$628.1K2026-11-04
Coastline Trust Co
DECREASED17,97919,062-1,083-6%$3.2M$3.7M+$511.8K2026-10-01
Markowski Investments
DECREASED17,90019,293-1,393-7%$3.2M$3.7M+$457.3K2026-10-30
Spire Wealth Management
INCREASED17,85217,466+386+2%$2.9M$3.6M+$750.3K2026-10-30
Financial Advisory Partners, LLC
DECREASED17,82417,988-164-1%$3.0M$3.6M+$658.1K2026-10-23
Crescent Sterling, Ltd.
INCREASED17,76617,607+159+1%$2.9M$3.6M+$709.5K2026-10-16
CFM Wealth Partners LLC
INCREASED17,75717,557+200+1%$2.9M$3.6M+$715.9K2026-11-05
Precedent Wealth Partners, LLC
DECREASED17,72117,878-157-1%$3.0M$3.6M+$655.4K2026-10-21
Granite Investment Partners, LLC
DECREASED17,70118,081-380-2%$3.0M$3.6M+$617.6K2026-11-04
Investment Advisory Services Inc
INCREASED17,67417,279+395+2%$2.9M$3.6M+$745.1K2026-10-27
Cassaday & Co Wealth Management LLC
INCREASED17,54016,737+803+5%$2.8M$3.6M+$807.5K2026-10-27
Southland Equity Partners LLC
DECREASED17,52517,618-93-1%$2.9M$3.6M+$658.4K2026-10-14
Integral Investment Advisors, Inc.
INCREASED17,50315,305+2,198+14%$2.5M$3.6M+$1.0M2026-11-03
180 Wealth Advisors, LLC
DECREASED17,41817,584-166-1%$2.9M$3.6M+$642.2K2026-11-03
Carnegie Lake Advisors LLC
INCREASED17,41817,416+2+0%$2.9M$3.6M+$670.1K2026-11-06
Cigna Investments Inc
DECREASED17,36617,471-105-1%$2.9M$3.5M+$651.0K2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED17,36517,545-180-1%$2.9M$3.5M+$637.8K2026-11-02
Keudell ison Wealth Management
DECREASED17,33517,744-409-2%$2.9M$3.5M+$598.7K2026-10-16
Wealth Group, Ltd.
DECREASED17,31738,443-21,126-55%$6.4M$3.5M-$2.8M2026-10-30
TKG Advisors, LLC
INCREASED17,28616,759+527+3%$2.8M$3.5M+$752.2K2026-11-02
Beverly Hills Private Wealth, LLC
INCREASED17,13815,165+1,973+13%$2.5M$3.5M+$986.0K2026-11-04
Harmony Asset Management LLC
INCREASED17,1177,569+9,548+126%$1.3M$3.5M+$2.2M2026-10-20
Curbstone Financial Management Corp
DECREASED17,09617,186-90-1%$2.8M$3.5M+$642.4K2026-10-21
Orange Investment Advisors, Inc.
DECREASED17,03817,138-100-1%$2.8M$3.5M+$638.5K2026-10-23
Cohen Capital Management, Inc.
UNCHANGED16,90816,90800%$2.8M$3.5M+$650.1K2026-10-14
Trust Co of Oklahoma
DECREASED16,89120,827-3,936-19%$3.5M$3.4M-$3.0K2026-10-15
Brown Miller Wealth Management, LLC
INCREASED16,85816,731+127+1%$2.8M$3.4M+$669.4K2026-11-02
Congress Park Capital LLC
INCREASED16,8539,262+7,591+82%$1.5M$3.4M+$1.9M2026-10-13
Mattern Wealth Management LLC
UNCHANGED16,83716,83700%$2.8M$3.4M+$647.4K2026-11-04
Sentinel Trust Co LBA
INCREASED16,81415,294+1,520+10%$2.5M$3.4M+$899.0K2026-11-03
First City Capital Management, Inc.
INCREASED16,81416,639+175+1%$2.8M$3.4M+$675.5K2026-10-27
Trust Point Inc.
DECREASED16,66117,799-1,138-6%$3.0M$3.4M+$452.0K2026-10-27
Bank Pictet & Cie (Europe) AG
INCREASED16,59410,057+6,537+65%$1.7M$3.4M+$1.7M2026-10-20
Allen Mooney & Barnes Investment Advisors LLC
DECREASED16,53816,837-299-2%$2.8M$3.4M+$586.3K2026-10-08
Peddock Capital Advisors, LLC
INCREASED16,53716,336+201+1%$2.7M$3.4M+$669.2K2026-10-16
JFS Wealth Advisors, LLC
INCREASED16,51116,500+11+0%$2.7M$3.4M+$636.7K2026-11-03
Catherine Avery Investment Management LLC
DECREASED16,44334,079-17,636-52%$5.6M$3.4M-$2.3M2026-10-14
United Community Bank
INCREASED16,34115,975+366+2%$2.6M$3.3M+$689.0K2026-10-28
Ignite Planners, LLC
DECREASED16,25517,115-860-5%$2.8M$2.2M-$669.3K2026-10-14
Lighthouse Financial Services Inc
INCREASED16,22716,135+92+1%$2.7M$3.3M+$640.3K2026-11-02
Aviance Capital Partners, LLC
DECREASED16,17616,491-315-2%$2.7M$3.3M+$569.8K2026-10-29
B.A. Schrock Wealth Management, Inc.
NEW16,149—+16,149——$3.3M—2026-10-15
Evanson Financial, LLC
DECREASED16,14016,254-114-1%$2.7M$3.3M+$601.7K2026-10-23
Knuff & Co LLC
DECREASED16,13216,297-165-1%$2.7M$3.3M+$592.9K2026-11-06
Sovran Advisors, LLC
INCREASED16,1179,730+6,387+66%$1.8M$3.7M+$1.9M2026-11-02
Mitchell & Pahl Private Wealth, LLC
INCREASED16,11515,506+609+4%$2.6M$3.3M+$720.5K2026-10-14
Acropolis Investment Management, LLC
DECREASED16,09916,397-298-2%$2.7M$3.3M+$569.6K2026-10-08
Ethos Capital Management, Inc.
INCREASED16,01714,561+1,456+10%$2.4M$3.3M+$857.3K2026-11-03
Boyd Watterson Asset Management LLC
DECREASED15,97017,349-1,379-8%$2.9M$3.3M+$385.5K2026-11-06
Peoples Financial Services Corp.
DECREASED15,96516,151-186-1%$2.7M$3.3M+$583.0K2026-10-20
Cypress Wealth Services, LLC
DECREASED15,95016,117-167-1%$2.7M$3.3M+$639.2K2026-10-21
Jacobs & Co
DECREASED15,92516,927-1,002-6%$2.8M$3.3M+$447.0K2026-10-09
Signal Advisors Wealth, LLC
INCREASED15,8956,437+9,458+147%$1.1M$3.2M+$2.2M2026-10-13
True Private Wealth Advisors
DECREASED15,87616,558-682-4%$2.7M$3.2M+$497.5K2026-10-19
Capital Advantage, Inc.
DECREASED15,83619,037-3,201-17%$3.2M$3.2M+$78.3K2026-10-14
Private Capital Advisors, Inc.
DECREASED15,80716,237-430-3%$2.7M$3.2M+$536.5K2026-10-06
Cove Private Wealth, LLC
INCREASED15,77915,247+532+3%$2.5M$3.2M+$694.9K2026-10-28
Premier Path Wealth Partners, LLC
INCREASED15,77215,044+728+5%$2.5M$3.2M+$727.1K2026-10-16
Grey Ledge Advisors, LLC
INCREASED15,74315,641+102+1%$2.6M$3.2M+$622.2K2026-11-02
Somerset Trust Co
DECREASED15,72615,800-740%$2.6M$3.2M+$592.4K2026-10-13
Juno Financial Group LLC
INCREASED15,68915,258+431+3%$2.5M$3.2M+$674.7K2026-10-27
Newman Dignan & Sheerar, Inc.
INCREASED15,68115,489+192+1%$2.6M$3.2M+$634.8K2026-10-21
Van Cleef Asset Management,Inc
DECREASED15,59915,798-199-1%$2.6M$3.2M+$566.7K2026-10-20
SFE Investment Counsel
DECREASED15,57115,597-260%$2.6M$3.2M+$594.4K2026-10-29
Inlet Private Wealth, LLC
UNCHANGED15,51115,51100%$2.6M$3.2M+$596.4K2026-10-21
Finer Wealth Management, Inc.
INCREASED15,46615,316+150+1%$2.5M$3.2M+$619.6K2026-10-16
Washington Trust Bank
INCREASED15,45214,060+1,392+10%$2.3M$3.2M+$824.9K2026-11-03
Grandview Asset Management LLC
DECREASED15,43716,731-1,294-8%$2.8M$3.2M+$383.9K2026-10-19
Pacific Center for Financial Services
DECREASED15,35116,208-857-5%$2.7M$3.1M+$448.3K2026-10-15
Griffith & Werner, Inc.
INCREASED15,34313,279+2,064+16%$2.2M$3.1M+$932.2K2026-11-04
Great Lakes Retirement, Inc.
INCREASED15,33315,040+293+2%$2.5M$3.1M+$638.2K2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED15,33022,598-7,268-32%$3.7M$3.1M-$615.3K2026-10-14
Brown, Lisle Ings, Inc.
DECREASED15,31215,398-86-1%$2.6M$3.1M+$574.5K2026-10-16
Todd Asset Management LLC
INCREASED15,27215,204+68+0%$2.5M$3.1M+$598.5K2026-10-27
HBW Advisory Services LLC
DECREASED15,27117,362-2,091-12%$2.9M$3.1M+$240.7K2026-10-15
Miramontes Capital, LLC
DECREASED15,23115,410-179-1%$2.6M$3.1M+$555.8K2026-10-19
Whalen Wealth Management Inc.
INCREASED15,22514,732+493+3%$2.4M$3.1M+$667.2K2026-10-08
InvesTrust
DECREASED15,20217,374-2,172-12%$2.9M$3.1M+$224.5K2026-10-14
O'Brien Greene & Co. Inc
UNCHANGED15,15715,15700%$2.5M$3.1M+$582.8K2026-11-05
ICW Investment Advisors LLC
DECREASED15,15115,253-102-1%$2.5M$3.1M+$565.8K2026-10-27
Abundance Wealth Counselors
DECREASED15,15015,400-250-2%$2.6M$3.1M+$541.1K2026-10-26
Sippican Capital Advisors
DECREASED15,12716,988-1,861-11%$2.8M$3.1M+$273.2K2026-10-23
Bull Street Advisors, LLC
DECREASED15,06017,964-2,904-16%$3.0M$3.1M+$97.0K2026-10-20
Home Federal Bank of Tennessee
DECREASED15,03615,101-650%$2.5M$3.1M+$567.4K2026-10-15
Impact Capital Partners LLC
INCREASED15,02514,946+79+1%$2.5M$3.1M+$590.8K2026-10-22
Angeles Wealth Management, LLC
DECREASED15,00716,272-1,265-8%$2.7M$3.1M+$367.3K2026-10-26
Hartford Financial Management Inc.
DECREASED14,97415,027-530%$2.5M$3.1M+$566.8K2026-10-21
Waldron Private Wealth LLC
DECREASED14,95815,506-548-4%$2.6M$3.1M+$484.3K2026-11-02
Focus Financial Network, Inc.
INCREASED14,87314,556+317+2%$2.4M$3.0M+$624.4K2026-10-14
Jeppson Wealth Management, LLC
DECREASED14,85715,752-895-6%$2.6M$3.0M+$422.9K2026-10-20
Seamount Financial Group Inc
INCREASED14,85714,218+639+4%$2.4M$3.0M+$677.2K2026-10-21
Ti-Trust, Inc
INCREASED14,85614,840+16+0%$2.5M$3.0M+$573.9K2026-10-21
Wilkins Investment Counsel Inc
UNCHANGED14,82914,82900%$2.5M$3.0M+$570.2K2026-11-03
Costello Asset Management, Inc
INCREASED14,81314,763+50+0%$2.4M$3.0M+$577.8K2026-10-30
AdvisorNet Financial, Inc
INCREASED14,75013,400+1,350+10%$2.2M$3.3M+$1.1M2026-10-15
Wright Investors Service Inc
DECREASED14,71017,868-3,158-18%$3.0M$3.0M+$42.1K2026-11-02
Wealth Effects LLC
INCREASED14,70314,694+9+0%$2.4M$3.0M+$566.8K2026-10-23
Lawood & Co
DECREASED14,65814,699-410%$2.4M$3.0M+$556.8K2026-10-09
Cascade Investment Group, Inc.
INCREASED14,65714,655+2+0%$2.4M$3.0M+$564.0K2026-10-13
Asset One Wealth Management LLC
INCREASED14,5599,277+5,282+57%$1.7M$3.0M+$1.3M2026-11-02
Forum Financial Management, LP
INCREASED14,50313,669+834+6%$2.3M$3.0M+$695.7K2026-10-16
Trueblood Wealth Management, LLC
INCREASED14,45414,320+134+1%$2.4M$3.0M+$577.9K2026-10-23
GKV Capital Management Co., Inc.
DECREASED14,44514,853-408-3%$2.5M$2.9M+$487.8K2026-11-06
EPG Wealth Management LLC
INCREASED14,42413,100+1,324+10%$2.2M$2.9M+$774.0K2026-11-03
Plato Investment Management Ltd
DECREASED14,39515,184-789-5%$2.5M$3.0M+$448.8K2026-11-05
Garrett Wealth Advisory Group, LLC
DECREASED14,37815,372-994-6%$2.5M$2.9M+$388.2K2026-10-22
SkyOak Wealth, LLC
DECREASED14,29314,392-99-1%$2.4M$2.9M+$533.2K2026-10-28
Y.D. More Investments Ltd
DECREASED14,28914,483-194-1%$2.4M$2.9M+$517.4K2026-11-02
Investment Partners, Ltd.
INCREASED14,2757,245+7,030+97%$1.2M$2.9M+$1.7M2026-10-29
Greenwood Capital Associates LLC
DECREASED14,19614,430-234-2%$2.4M$2.9M+$507.0K2026-10-27
Provenance Wealth Advisors, LLC
INCREASED14,1933,006+11,187+372%$498.3K$2.9M+$2.4M2026-10-30
Compton Wealth Advisory Group, LLC
INCREASED14,16314,158+5+0%$2.3M$2.9M+$587.3K2026-10-13
Outlook Wealth Advisors, LLC
DECREASED14,11015,430-1,320-9%$2.6M$2.9M+$323.7K2026-10-28
Nichols & Pratt Advisers LLP
INCREASED14,0937,228+6,865+95%$1.2M$2.9M+$1.7M2026-10-13
Philadelphia Trust Co
DECREASED14,09314,243-150-1%$2.4M$2.9M+$517.0K2026-11-05
Uncommon Cents Investing Inc
INCREASED14,07113,940+131+1%$2.3M$2.9M+$562.7K2026-10-20
Financial Synergies Wealth Advisors, Inc.
INCREASED14,07013,812+258+2%$2.3M$2.9M+$583.7K2026-10-16
Purkiss Capital Advisors LLC
DECREASED14,05614,224-168-1%$2.4M$2.9M+$512.6K2026-11-06
Fogel Capital Management, Inc.
INCREASED14,02813,448+580+4%$2.2M$2.9M+$635.5K2026-11-04
Summit Investment Advisors, Inc.\KS
DECREASED13,98214,066-84-1%$2.3M$2.9M+$523.7K2026-11-05
Beacon Bank & Trust
DECREASED13,97514,309-334-2%$2.4M$2.9M+$482.0K2026-10-27
Alta Advisers Ltd
INCREASED13,9667,564+6,402+85%$1.3M$2.9M+$1.6M2026-11-02
Edmp, Inc.
DECREASED13,93614,035-99-1%$2.3M$2.8M+$519.5K2026-10-22
Meridian Financial Partners LLC
DECREASED13,92214,006-84-1%$2.5M$3.1M+$510.0K2026-10-23
Orca Wealth Management, LLC
DECREASED13,89814,122-224-2%$2.3M$2.8M+$497.1K2026-10-14
ABC Arbitrage SA
DECREASED13,89431,384-17,490-56%$5.2M$2.8M-$2.4M2026-10-23
Evergreen Wealth Management, LLC
INCREASED13,86313,836+27+0%$2.3M$2.8M+$537.6K2026-11-06
Correct Capital Wealth Management
INCREASED13,84413,821+23+0%$2.3M$2.8M+$536.3K2026-11-02
LVW Advisors, LLC
INCREASED13,76613,756+10+0%$2.3M$2.8M+$531.0K2026-10-19
Traphagen Investment Advisors LLC
DECREASED13,73513,866-131-1%$2.3M$2.8M+$506.3K2026-10-14
Jefferson Bridge Capital, LLC
UNCHANGED13,73213,73200%$2.3M$2.8M+$528.0K2026-11-06
Middleton & Co Inc
DECREASED13,63113,726-95-1%$2.3M$2.8M+$508.4K2026-10-23
Silverlake Wealth Management LLC
INCREASED13,59913,422+177+1%$2.2M$2.8M+$552.1K2026-10-21
O'Domhnaill Enterprises, Inc.
DECREASED13,58713,886-299-2%$2.3M$2.8M+$472.9K2026-10-29
Providence Wealth Advisors, LLC
INCREASED13,57613,540+36+0%$2.3M$2.8M+$517.8K2026-10-29
Romano Brothers and Company
INCREASED13,55613,481+75+1%$2.2M$2.8M+$533.7K2026-10-22
Enclave Advisors LLC
DECREASED13,53713,656-119-1%$2.3M$2.8M+$500.8K2026-10-14
Smith Chas P & Associates PA Cpas
DECREASED13,51614,666-1,150-8%$2.4M$3.0M+$609.9K2026-10-22
Rockingstone Advisors LLC
NEW13,507—+13,507——$2.8M—2026-10-16
Tcfg Investment Advisors, LLC
DECREASED13,46013,488-280%$2.2M$2.7M+$512.9K2026-10-20
Raleigh Capital Management Inc.
INCREASED13,45612,553+903+7%$2.1M$2.7M+$667.0K2026-10-28
Northside Capital Management, LLC
INCREASED13,44413,154+290+2%$2.2M$2.7M+$564.9K2026-10-13
NBH Bank
INCREASED13,41613,142+274+2%$2.2M$2.7M+$561.3K2026-11-05
Bochk Asset Management Ltd
DECREASED13,40019,500-6,100-31%$3.2M$2.7M-$495.9K2026-10-29
Founders Capital Management, LLC
DECREASED13,39813,466-680%$2.2M$2.7M+$503.9K2026-10-23
True North Advisors, LLC
INCREASED13,38113,080+301+2%$2.2M$2.7M+$564.4K2026-10-22
71 West Capital Partners
INCREASED13,34811,630+1,718+15%$1.9M$2.7M+$798.0K2026-11-04
Certified Advisory Corp
DECREASED13,30513,423-118-1%$2.2M$2.7M+$491.9K2026-10-29
Triangle Securities Wealth Management
DECREASED13,27713,577-300-2%$2.3M$2.7M+$460.7K2026-10-14
Cornell Pochily Investment Advisors, Inc.
DECREASED13,26813,329-610%$2.2M$2.7M+$500.0K2026-10-19
Clear Creek Financial Management, LLC
INCREASED13,24813,161+87+1%$2.2M$2.7M+$523.8K2026-10-28
Compass Financial Management LLC
DECREASED13,24613,472-226-2%$2.4M$2.7M+$293.9K2026-10-30
Catalyst Financial Partners LLC
DECREASED13,22813,492-264-2%$2.2M$2.7M+$464.9K2026-11-06
SWS Partners
DECREASED13,21514,607-1,392-10%$2.4M$2.7M+$277.3K2026-10-26
Roth Financial Partners LLC
UNCHANGED13,19313,19300%$2.2M$2.7M+$507.3K2026-10-06
Center for Financial Planning, Inc.
INCREASED13,17912,258+921+8%$2.0M$2.7M+$659.4K2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED13,16012,380+780+6%$2.1M$2.7M+$635.2K2026-11-05
Northstar Asset Management Co
DECREASED13,15813,328-170-1%$2.6M$3.0M+$387.8K2026-10-22
Hamilton Capital, LLC
DECREASED13,15417,699-4,545-26%$2.9M$2.7M-$247.4K2026-10-08
CMH Wealth Management LLC
DECREASED13,14814,075-927-7%$2.3M$2.7M+$351.9K2026-10-22
Strategic Blueprint, LLC
DECREASED13,13513,499-364-3%$2.2M$2.7M+$444.7K2026-10-22
Beam Wealth Advisors, Inc.
DECREASED13,06014,906-1,846-12%$2.5M$2.7M+$196.2K2026-11-03
Mitchell Sinkler & Starr
DECREASED13,05913,169-110-1%$2.2M$2.7M+$483.9K2026-10-13
Monarch Capital Management Inc
DECREASED13,03613,121-85-1%$2.2M$2.7M+$487.1K2026-10-19
3Chopt Investment Partners, LLC
INCREASED13,02511,774+1,251+11%$2.0M$2.7M+$708.2K2026-10-30
PDS Planning, Inc
INCREASED12,97312,434+539+4%$2.1M$2.6M+$588.1K2026-11-03
TrueWealth Advisors, LLC
INCREASED12,96610,635+2,331+22%$1.8M$2.6M+$884.8K2026-10-09
Wealth Management Partners, LLC
DECREASED12,94613,504-558-4%$2.2M$2.6M+$405.3K2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED12,86612,919-530%$2.5M$2.9M+$410.9K2026-10-21
J. Safra Sarasin Holding AG
INCREASED12,85312,306+547+4%$2.4M$2.7M+$203.9K2026-10-26
Scott & Selber, Inc.
DECREASED12,81212,818-60%$2.1M$2.6M+$491.5K2026-10-21
MBL Wealth, LLC
INCREASED12,79810,908+1,890+17%$1.8M$2.6M+$805.4K2026-10-22
MPS Loria Financial Planners, LLC
INCREASED12,79012,787+3+0%$2.1M$2.6M+$492.3K2026-10-14
Pavion Blue Capital, LLC
DECREASED12,73313,108-375-3%$2.3M$2.6M+$278.2K2026-11-05
Waterfront Wealth Inc.
DECREASED12,73012,739-90%$2.2M$2.9M+$620.8K2026-11-03
Everhart Financial Group, Inc.
INCREASED12,72611,896+830+7%$2.0M$2.6M+$626.8K2026-10-08
Steel Grove Capital Advisors, LLC
INCREASED12,70111,983+718+6%$2.0M$2.6M+$607.4K2026-10-13
Eads & Heald Wealth Management
DECREASED12,67912,806-127-1%$2.1M$2.6M+$466.5K2026-10-29
Lewis Asset Management, LLC
DECREASED12,63812,651-130%$2.1M$2.6M+$483.7K2026-10-14
Adirondack Trust Co
DECREASED12,63614,907-2,271-15%$2.5M$2.6M+$109.4K2026-10-14
S.A. Mason LLC
INCREASED12,62512,620+5+0%$2.1M$2.6M+$486.3K2026-10-13
Hendershot Investments Inc.
DECREASED12,56712,572-50%$2.1M$2.6M+$482.4K2026-11-05
Aspiriant, LLC
DECREASED12,54014,592-2,052-14%$2.4M$2.6M+$141.7K2026-10-16
Ledyard National Bank
INCREASED12,51410,083+2,431+24%$1.7M$2.6M+$884.1K2026-10-21
Supplemental Annuity Collective Trust of NJ
INCREASED12,50112,007+494+4%$2.0M$2.6M+$562.5K2026-11-02
Cypress Asset Management Inc
DECREASED12,49312,628-135-1%$2.1M$2.6M+$458.0K2026-10-09
Aire Advisors, LLC
INCREASED12,49312,460+33+0%$2.1M$2.6M+$485.9K2026-10-22
Intesa Sanpaolo Wealth Management
INCREASED12,42511,588+837+7%$1.9M$2.5M+$616.5K2026-10-28
Argonautica Private Wealth Management, Inc
DECREASED12,42512,480-550%$2.1M$2.5M+$468.7K2026-11-02
Aspen Investment Management Inc
DECREASED12,34312,356-130%$2.0M$2.5M+$473.0K2026-11-05
Wiregrass Investment Management LLC
DECREASED12,30712,373-66-1%$2.1M$2.5M+$462.2K2026-11-05
Autumn Glory Partners, LLC
DECREASED12,30617,306-5,000-29%$2.9M$2.5M-$355.6K2026-10-26
Pinnacle Bancorp, Inc.
DECREASED12,30212,304-20%$2.0M$2.5M+$472.7K2026-10-21
WealthPLAN Partners, LLC
DECREASED12,28813,362-1,074-8%$2.2M$2.5M+$294.4K2026-10-15
Sawyer & Company, Inc
DECREASED12,28612,688-402-3%$2.1M$2.5M+$405.8K2026-10-21
Clarus Group, Inc.
INCREASED12,15612,119+37+0%$2.0M$2.5M+$473.4K2026-10-21
Armstrong, Fleming & Moore, Inc
INCREASED12,12412,112+12+0%$2.0M$2.5M+$468.1K2026-10-28
Maia Wealth LLC
INCREASED12,04010,364+1,676+16%$1.7M$2.5M+$740.7K2026-10-19
Forza Wealth Management, LLC
INCREASED12,03511,570+465+4%$1.9M$2.5M+$539.8K2026-10-20
Sanders Morris Harris LLC
INCREASED11,98411,300+684+6%$1.9M$2.5M+$577.0K2026-10-14
Washington Trust Co
DECREASED11,95612,393-437-4%$2.1M$2.4M+$387.4K2026-10-22
MSH Capital Advisors LLC
INCREASED11,91711,400+517+5%$1.9M$2.4M+$545.0K2026-11-03
Westover Capital Advisors, LLC
INCREASED11,85811,629+229+2%$1.9M$2.4M+$493.9K2026-10-26
Fire Capital Management LLC
INCREASED11,8044,036+7,768+192%$669.0K$2.4M+$1.7M2026-10-27
Balefire, LLC
DECREASED11,80312,417-614-5%$2.1M$2.4M+$352.0K2026-10-09
BankPlus Trust Department
INCREASED11,76210,974+788+7%$1.8M$2.4M+$582.9K2026-11-06
Neumann Capital Management, LLC
DECREASED11,70511,765-60-1%$2.0M$2.4M+$440.1K2026-10-15
Viewpoint Investment Partners Corp
UNCHANGED11,69811,69800%$2.0M$2.4M+$456.2K2026-10-26
First United Bank & Trust
DECREASED11,69711,993-296-2%$2.0M$2.4M+$400.7K2026-10-22
BKM Wealth Management, LLC
DECREASED11,65915,777-4,118-26%$2.6M$2.4M-$234.3K2026-10-22
Asset Dedication, LLC
DECREASED11,65711,774-117-1%$2.0M$2.4M+$428.9K2026-11-03
Parthenon LLC
INCREASED11,62011,543+77+1%$1.9M$2.4M+$459.6K2026-10-22
Castellan Group
INCREASED11,59710,867+730+7%$1.8M$2.4M+$566.9K2026-10-19
SS&H Financial Advisors, Inc.
DECREASED11,56211,662-100-1%$1.9M$2.4M+$428.0K2026-10-28
BXM Wealth LLC
INCREASED11,54911,548+1+0%$1.9M$2.4M+$444.2K2026-11-03
Royal Palms Capital LLC
DECREASED11,53411,994-460-4%$2.0M$2.4M+$367.2K2026-10-23
Greenfield Savings Bank
INCREASED11,53111,367+164+1%$1.9M$2.4M+$470.6K2026-10-07
Chicago Capital, LLC
INCREASED11,5039,003+2,500+28%$1.5M$2.3M+$856.6K2026-10-13
Kenora Financial, LLC
DECREASED11,50311,567-64-1%$1.9M$2.3M+$431.7K2026-10-20
Accretive Wealth Partners, LLC
INCREASED11,48811,254+234+2%$1.9M$2.3M+$480.5K2026-11-06
Processus Wealth & Capital Management, LLC
DECREASED11,38411,444-60-1%$1.9M$2.3M+$427.8K2026-10-16
Harbour Trust & Investment Management Co
DECREASED11,36611,577-211-2%$1.9M$2.3M+$402.0K2026-10-28
Sound Shore Management Inc
DECREASED11,36013,475-2,115-16%$2.2M$2.3M+$86.2K2026-11-06
Walker Asset Management, LLC
INCREASED11,35910,757+602+6%$1.8M$2.3M+$536.6K2026-10-13
Arista Wealth Management, LLC
INCREASED11,3339,775+1,558+16%$1.6M$2.3M+$694.0K2026-10-29
Fermata Advisors, LLC
DECREASED11,30612,847-1,541-12%$2.1M$2.3M+$179.4K2026-10-13
Outfitters Financial LLC
DECREASED11,29911,977-678-6%$2.0M$2.3M+$322.1K2026-10-23
Blueprint Investment Partners LLC
NEW11,294—+11,294——$2.3M—2026-10-28
United Advisor Group, LLC
DECREASED11,24012,177-937-8%$2.0M$2.3M+$277.0K2026-11-03
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED11,23811,217+21+0%$1.9M$2.3M+$435.7K2026-10-15
Heartwood Wealth Advisors LLC
INCREASED11,22710,879+348+3%$1.8M$2.3M+$489.4K2026-10-05
Smart Wealth LLC
NEW11,162—+11,162——$2.3M—2026-11-04
Greenspring Advisors, LLC
INCREASED11,1065,440+5,666+104%$901.7K$2.3M+$1.4M2026-11-05
Michels Family Financial, LLC
DECREASED11,09211,217-125-1%$1.9M$2.3M+$405.8K2026-11-02
Midland Wealth Advisors, LLC
DECREASED11,07011,879-809-7%$2.0M$2.3M+$291.5K2026-10-26
Financial Management Network Inc
DECREASED11,07011,089-190%$2.1M$2.3M+$210.2K2026-10-09
Rahlfs Capital, LLC
INCREASED11,0698,069+3,000+37%$1.3M$2.3M+$922.9K2026-10-23
Pullen Investment Management, LLC
DECREASED11,06422,792-11,728-51%$3.8M$2.3M-$1.5M2026-10-23
Harvey Investment Co LLC
UNCHANGED11,01211,01200%$1.8M$2.2M+$424.0K2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED10,95710,790+167+2%$1.8M$2.2M+$449.0K2026-10-09
Kathmere Capital Management, LLC
INCREASED10,93210,118+814+8%$1.7M$2.2M+$555.1K2026-10-20
Miller Howard Investments Inc
INCREASED10,92310,767+156+1%$1.8M$2.2M+$445.8K2026-10-26
Lodestone Wealth Management LLC
INCREASED10,89810,420+478+5%$1.7M$2.2M+$498.4K2026-10-14
Bank & Trust Co
UNCHANGED10,89110,89100%$1.8M$2.2M+$418.8K2026-10-07
Manske Wealth Management
DECREASED10,88111,043-162-1%$1.8M$2.2M+$391.5K2026-10-26
United Bank
INCREASED10,87910,436+443+4%$1.7M$2.2M+$491.7K2026-11-06
Gleason Group, Inc.
DECREASED10,81511,157-342-3%$1.8M$2.2M+$359.2K2026-10-15
Agate Pass Investment Management, LLC
DECREASED10,77310,958-185-2%$1.8M$2.2M+$383.6K2026-10-20
Brady Family Wealth, LLC
INCREASED10,71910,659+60+1%$1.8M$2.2M+$422.1K2026-11-02
Gibson Wealth Advisors LLC
UNCHANGED10,69810,69800%$1.8M$2.2M+$411.3K2026-10-20
Beacon Financial Group
DECREASED10,68911,171-482-4%$1.9M$2.2M+$331.0K2026-10-19
Harfst & Associates, Inc.
INCREASED10,67010,098+572+6%$1.7M$2.2M+$505.2K2026-10-20
Verus Capital Partners, LLC
DECREASED10,65911,214-555-5%$1.9M$2.2M+$317.7K2026-11-03
Harrell Investment Partners, LLC
INCREASED10,63910,613+26+0%$1.8M$2.2M+$413.3K2026-10-15
Arvest Investments, Inc.
INCREASED10,6297,381+3,248+44%$1.2M$2.2M+$947.1K2026-10-21
Register Financial Advisors LLC
INCREASED10,61110,513+98+1%$1.7M$2.2M+$424.3K2026-10-23
Embree Financial Group
INCREASED10,59910,533+66+1%$1.7M$2.2M+$418.5K2026-10-22
Financial Planning Hawaii, Inc.
DECREASED10,59310,800-207-2%$1.8M$2.2M+$373.1K2026-10-13
Western Reserve Capital Management, LLC
UNCHANGED10,58010,58000%$1.8M$2.2M+$406.8K2026-10-14
Institute for Wealth Management, Llc.
DECREASED10,57510,600-250%$1.8M$2.2M+$402.5K2026-11-06
1900 Wealth Management LLC
INCREASED10,5497,875+2,674+34%$1.3M$2.2M+$848.9K2026-10-13
Eagle Wealth Strategies LLC
INCREASED10,54210,405+137+1%$1.7M$2.2M+$428.1K2026-10-20
Birch Hill Investment Advisors LLC
DECREASED10,53010,563-330%$1.8M$2.2M+$399.4K2026-10-16
FSM Wealth Advisors, LLC
INCREASED10,51910,375+144+1%$1.7M$2.2M+$505.6K2026-10-27
Mechanics Financial Corp
INCREASED10,50310,454+49+0%$1.7M$2.1M+$412.0K2026-11-05
Curtis Advisory Group, LLC
INCREASED10,4809,060+1,420+16%$1.5M$2.1M+$638.3K2026-10-28
Uptick Partners, LLC
INCREASED10,45810,439+19+0%$1.7M$2.1M+$405.2K2026-11-04
Core Wealth Partners LLC
INCREASED10,4469,355+1,091+12%$1.6M$2.1M+$582.5K2026-11-02
Avestar Capital, LLC
DECREASED10,44512,861-2,416-19%$2.1M$2.1M+$1.2K2026-10-28
West Paces Advisors Inc.
INCREASED10,43410,138+296+3%$1.7M$2.1M+$450.3K2026-10-13
Keating Investment Counselors Inc
UNCHANGED10,42010,42000%$1.7M$2.1M+$400.6K2026-10-14
Central Bank & Trust Co
INCREASED10,3597,921+2,438+31%$1.3M$2.1M+$802.4K2026-10-09
Midwest Professional Planners, Ltd.
INCREASED10,2529,040+1,212+13%$1.5M$2.1M+$595.0K2026-10-29
Trust Investment Advisors
INCREASED10,2198,734+1,485+17%$1.4M$2.1M+$638.9K2026-10-20
Curated Wealth Partners LLC
INCREASED10,2055,149+5,056+98%$853.5K$2.1M+$1.2M2026-10-15
Versant Capital Management, Inc
DECREASED10,16910,603-434-4%$1.8M$2.1M+$319.0K2026-10-02
Altus Wealth Group LLC
DECREASED10,16710,180-130%$1.7M$2.1M+$388.8K2026-10-20
Hubbell Strickland Wealth Management, LLC
DECREASED10,14910,159-100%$1.7M$2.1M+$388.5K2026-10-29
Univest Financial Corp
INCREASED10,1418,864+1,277+14%$1.5M$2.1M+$601.8K2026-11-05
Root Financial Partners, LLC
INCREASED10,1369,300+836+9%$1.5M$2.1M+$528.3K2026-10-21
TigerOak Management, L.L.C.
INCREASED10,1319,529+602+6%$1.6M$2.1M+$489.3K2026-10-23
Asset Planning,Inc
INCREASED10,06610,030+36+0%$1.7M$2.1M+$392.9K2026-10-26
Able Financial Group, LLC
INCREASED10,0259,641+384+4%$1.6M$2.0M+$449.0K2026-10-14
FCG Investment Co
INCREASED10,0188,502+1,516+18%$1.4M$2.0M+$636.5K2026-10-13
Wealth Advisory Solutions, LLC
INCREASED10,0139,343+670+7%$1.5M$2.0M+$496.1K2026-10-20
Letson Investment Management, Inc.
UNCHANGED10,00910,00900%$1.7M$2.0M+$384.8K2026-11-05
Fusion Capital, LLC
DECREASED9,97910,458-479-5%$1.7M$2.0M+$304.2K2026-10-28
Iams Wealth Management, LLC
INCREASED9,9379,799+138+1%$1.6M$2.0M+$405.3K2026-10-15
Tlwm
DECREASED9,93410,006-72-1%$1.7M$2.0M+$370.0K2026-10-09
Golden Reserve Retirement LLC
INCREASED9,9286,400+3,528+55%$1.1M$2.0M+$966.5K2026-11-02
First Community Trust NA
INCREASED9,8998,066+1,833+23%$1.3M$2.0M+$684.5K2026-10-07
Onyx Bridge Wealth Group LLC
DECREASED9,88910,090-201-2%$1.7M$2.0M+$347.0K2026-10-16
Myriad Asset Management Advisors LLC
NEW9,841—+9,841——$2.0M—2026-11-03
Measured Risk Portfolios, Inc.
DECREASED9,83710,072-235-2%$1.7M$2.0M+$339.2K2026-10-21
Veracity Capital LLC
INCREASED9,7666,934+2,832+41%$1.1M$2.0M+$844.9K2026-10-08
M.E. Allison & Co., Inc.
DECREASED9,7609,982-222-2%$1.7M$2.0M+$338.5K2026-10-09
Enterprise Financial Services Corp
INCREASED9,7489,623+125+1%$1.6M$2.0M+$395.5K2026-11-03
Family Legacy, Inc.
INCREASED9,6698,929+740+8%$1.5M$2.0M+$494.5K2026-10-13
Alpine Bank Wealth Management
DECREASED9,65310,762-1,109-10%$1.8M$2.0M+$187.3K2026-10-16
High Net Worth Advisory Group LLC
INCREASED9,6329,475+157+2%$1.6M$2.0M+$396.4K2026-10-26
New Hampshire Trust
DECREASED9,6239,714-91-1%$1.6M$2.0M+$354.9K2026-10-20
Diversified Enterprises, LLC
INCREASED9,6149,032+582+6%$1.5M$2.0M+$466.1K2026-10-19
Aries Wealth Management
UNCHANGED9,6079,60700%$1.6M$2.0M+$369.4K2026-10-23
Retirement Planning Group, LLC
INCREASED9,5909,407+183+2%$1.6M$2.0M+$399.1K2026-10-19
Integrity Advisory Solutions, LLC
INCREASED9,5488,828+720+8%$1.5M$1.9M+$486.6K2026-10-29
Global Assets Advisory, LLC
DECREASED9,5319,556-250%$1.6M$2.0M+$381.8K2026-10-28
M. Kraus & Co
DECREASED9,4949,599-105-1%$1.6M$1.9M+$347.6K2026-10-20
Marino, Stram & Associates LLC
INCREASED9,4889,192+296+3%$1.5M$1.9M+$414.0K2026-10-22
Manchester Capital Management LLC
DECREASED9,45910,179-720-7%$1.7M$1.9M+$244.4K2026-10-22
Chilton Capital Management LLC
DECREASED9,4039,883-480-5%$1.6M$1.9M+$282.0K2026-10-28
Gradient Capital Advisors, LLC
INCREASED9,4009,282+118+1%$1.5M$1.9M+$381.0K2026-10-21
Redhawk Wealth Advisors, Inc.
INCREASED9,3569,336+20+0%$1.5M$1.9M+$363.0K2026-10-14
Advisor OS, LLC
INCREASED9,2798,797+482+5%$1.5M$1.9M+$436.6K2026-11-03
Claro Advisors Inc.
INCREASED9,2727,790+1,482+19%$1.3M$1.9M+$602.1K2026-11-02
McKinney Capital Management, LLC
NEW9,269—+9,269——$1.9M—2026-11-06
Bank of Stockton
DECREASED9,26510,480-1,215-12%$1.7M$1.9M+$154.8K2026-10-20
Souders Financial Advisors
DECREASED9,25410,151-897-9%$1.7M$1.9M+$207.2K2026-11-03
TMB Capital Partners, LLC
INCREASED9,2399,179+60+1%$1.5M$1.9M+$365.0K2026-10-20
Klingman & Associates, LLC
INCREASED9,2337,002+2,231+32%$1.2M$1.9M+$724.8K2026-10-20
Bernardo Wealth Planning LLC
INCREASED9,2064,352+4,854+112%$721.4K$1.9M+$1.2M2026-10-23
Elyxium Wealth, LLC
INCREASED9,1649,100+64+1%$1.5M$1.9M+$363.0K2026-10-27
Burford Brothers, Inc.
DECREASED9,1639,323-160-2%$1.5M$1.9M+$325.9K2026-10-21
Mraz, Amerine & Associates, Inc.
DECREASED9,1609,315-155-2%$1.5M$1.9M+$326.5K2026-10-30
Fjell Capital, LLC
INCREASED9,1368,793+343+4%$1.5M$1.9M+$408.1K2026-10-13
Piscataqua Savings Bank
DECREASED9,1139,225-112-1%$1.5M$1.9M+$331.8K2026-10-21
Demars Financial Group, LLC
INCREASED9,0849,067+17+0%$1.5M$1.9M+$352.0K2026-10-22
Montchanin Asset Management, LLC
INCREASED9,0829,074+8+0%$1.5M$1.9M+$351.0K2026-11-02
Madrona Financial Services, LLC
DECREASED9,0779,079-20%$1.5M$1.9M+$348.7K2026-10-23
J.Safra Asset Management Corp
INCREASED8,9868,877+109+1%$1.5M$1.8M+$363.6K2026-11-03
Pacific Wealth Strategies Group, Inc.
DECREASED8,9849,230-246-3%$1.5M$1.8M+$304.8K2026-11-02
Ticino Wealth
INCREASED8,9768,953+23+0%$1.5M$1.8M+$348.9K2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
NEW8,945—+8,945——$1.8M—2026-10-09
Mattern Capital Management, LLC
INCREASED8,9078,871+36+0%$1.5M$1.8M+$348.4K2026-11-02
LCM Capital Management Inc
DECREASED8,9039,042-139-2%$1.5M$1.8M+$319.2K2026-10-20
Tanager Wealth Management LLP
DECREASED8,8939,528-635-7%$1.6M$1.8M+$236.7K2026-10-19
BOS Asset Management, LLC
INCREASED8,8758,873+2+0%$1.5M$1.8M+$341.6K2026-10-09
Davidson Trust Co
DECREASED8,8739,110-237-3%$1.5M$1.8M+$301.9K2026-10-09
Leisure Capital Management
INCREASED8,8628,838+24+0%$1.5M$1.8M+$344.7K2026-11-03
Mendel Money Management
DECREASED8,8528,932-80-1%$1.5M$1.8M+$327.1K2026-11-02
Golden State Wealth Management, LLC
DECREASED8,8528,882-300%$1.5M$1.8M+$335.5K2026-11-02
GAM Holding AG
DECREASED8,83411,338-2,504-22%$1.9M$1.8M-$75.4K2026-11-03
Stenger Family Office, LLC
DECREASED8,82710,251-1,424-14%$1.7M$1.9M+$222.6K2026-10-22
LexAurum Advisors, LLC
DECREASED8,8179,460-643-7%$1.6M$1.8M+$232.5K2026-10-19
Leo Wealth, LLC
NEW8,815—+8,815——$1.8M—2026-10-26
Creekside Partners
UNCHANGED8,8138,81300%$1.5M$1.8M+$338.9K2026-11-04
Hickory Point Bank & Trust
DECREASED8,7928,858-66-1%$1.5M$1.8M+$327.1K2026-10-01
Salvus Wealth Management, LLC
INCREASED8,7888,325+463+6%$1.4M$1.8M+$414.6K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED8,77110,589-1,818-17%$1.8M$1.8M+$35.8K2026-10-15
Bedel Financial Consulting, Inc.
DECREASED8,7388,775-370%$1.5M$1.8M+$329.9K2026-11-06
Donoghue Forlines LLC
DECREASED8,7279,120-393-4%$1.5M$1.8M+$270.4K2026-11-02
Wingate Wealth Advisors, Inc.
INCREASED8,6938,684+9+0%$1.4M$1.8M+$335.9K2026-10-26
First National Bank Sioux Falls
INCREASED8,6584,852+3,806+78%$912.9K$1.8M+$855.1K2026-10-13
Key FInancial Inc
DECREASED8,6568,792-136-2%$1.5M$1.8M+$310.3K2026-11-02
Wilkins Miller Wealth Management, LLC
DECREASED8,6518,713-62-1%$1.4M$1.8M+$322.2K2026-10-13
Facet Wealth, Inc.
INCREASED8,6457,080+1,565+22%$1.2M$1.8M+$591.8K2026-11-04
Legacy Bridge, LLC
UNCHANGED8,6328,63200%$1.4M$1.8M+$331.9K2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED8,6168,144+472+6%$1.4M$1.8M+$408.9K2026-10-13
Weaver Consulting Group
INCREASED8,6168,384+232+3%$1.4M$1.8M+$369.6K2026-10-07
Etesian Wealth Advisors, Inc.
DECREASED8,5778,795-218-2%$1.5M$1.8M+$293.7K2026-10-27
Kercheville Advisors, LLC
INCREASED8,5568,481+75+1%$1.4M$1.7M+$341.4K2026-10-19
Mcdaniel Terry & Co
DECREASED8,55010,218-1,668-16%$1.7M$1.7M+$52.3K2026-11-05
Emerald Advisors, LLC
DECREASED8,5119,000-489-5%$1.5M$1.7M+$246.2K2026-10-13
Great Diamond Partners, LLC
INCREASED8,4908,415+75+1%$1.4M$1.7M+$338.9K2026-10-13
Anchyra Partners LLC
INCREASED8,4467,658+788+10%$1.3M$1.7M+$455.4K2026-10-13
Archer Investment Corp
INCREASED8,4298,327+102+1%$1.4M$1.7M+$340.9K2026-11-05
Pflug Koory, LLC
UNCHANGED8,4238,42300%$1.4M$1.7M+$323.9K2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED8,4048,472-68-1%$1.4M$1.7M+$311.7K2026-10-15
Legacy Capital Wealth Partners, LLC
DECREASED8,3709,054-684-8%$1.5M$1.7M+$208.5K2026-10-21
American State Bank (Iowa)
INCREASED8,3328,073+259+3%$1.3M$1.7M+$363.3K2026-11-03
V-Square Quantitative Management LLC
INCREASED8,3317,084+1,247+18%$1.2M$1.7M+$527.0K2026-10-15
Beacon Capital Management, LLC
INCREASED8,3308,215+115+1%$1.4M$1.7M+$339.3K2026-10-23
World Equity Group, Inc.
DECREASED8,3228,628-306-4%$1.4M$1.7M+$271.9K2026-10-14
Insight Wealth Partners, LLC
DECREASED8,3038,330-270%$1.4M$1.7M+$314.7K2026-10-26
Integris Wealth Management, LLC
INCREASED8,2775,768+2,509+44%$956.2K$1.7M+$734.1K2026-10-14
Bell Investment Advisors, Inc
INCREASED8,2577,968+289+4%$1.3M$1.7M+$365.4K2026-10-29
Shulman DeMeo Asset Management LLC
DECREASED8,2488,390-142-2%$1.4M$1.7M+$312.2K2026-10-09
China Universal Asset Management Co., Ltd.
INCREASED8,2407,214+1,026+14%$1.2M$1.7M+$488.3K2026-10-28
Archford Capital Strategies, LLC
INCREASED8,2127,896+316+4%$1.3M$1.7M+$368.2K2026-10-19
Oslo Pensjonsforsikring AS
INCREASED8,1897,975+214+3%$1.3M$1.7M+$350.3K2026-10-15
Hilltop National Bank
DECREASED8,1859,043-858-9%$1.5M$1.7M+$172.5K2026-10-14
Alessandra Capital Management, LLC
INCREASED8,1825,567+2,615+47%$922.8K$1.7M+$748.1K2026-10-30
Brookmont Capital Management
DECREASED8,17710,826-2,649-24%$1.8M$1.7M-$124.7K2026-10-23
Childress Capital Advisors, LLC
INCREASED8,1618,031+130+2%$1.3M$1.7M+$335.2K2026-10-28
Portus Wealth Advisors, LLC
INCREASED8,1558,000+155+2%$1.3M$1.7M+$339.1K2026-10-13
Riversedge Advisors, LLC
INCREASED8,1487,445+703+9%$1.2M$1.7M+$429.8K2026-10-09
ADG Wealth Management Group, LLC
UNCHANGED8,1118,11100%$1.3M$1.7M+$311.9K2026-10-23
CWS Financial Advisors, LLC
INCREASED8,0758,057+18+0%$1.3M$1.6M+$313.5K2026-10-16
Rochester Wealth Strategies, LLC
UNCHANGED8,0658,06500%$1.3M$1.6M+$310.1K2026-11-03
Consilium Wealth Advisory, LLC
INCREASED8,0427,780+262+3%$1.3M$1.6M+$352.6K2026-10-14
Alhambra Investment Management LLC
INCREASED8,0127,279+733+10%$1.2M$1.6M+$429.6K2026-10-15
Smithbridge Asset Management Inc
DECREASED8,0048,104-100-1%$1.3M$1.6M+$291.2K2026-10-19
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED8,0007,000+1,000+14%$1.2M$1.6M+$474.0K2026-10-22
Wellington Grp LLC
INCREASED7,9825,963+2,019+34%$988.4K$1.6M+$641.6K2026-11-06
Atala Financial Inc
INCREASED7,9707,535+435+6%$1.2M$1.6M+$378.6K2026-10-22
Ironsides Asset Advisors, LLC
UNCHANGED7,9557,95500%$1.3M$1.6M+$306.0K2026-10-20
Red Spruce Capital, LLC
DECREASED7,9227,967-45-1%$1.3M$1.6M+$297.1K2026-10-07
Wolff Financial Management LLC
INCREASED7,9057,903+2+0%$1.3M$1.6M+$304.4K2026-10-23
Analyst IMS Investment Management Services Ltd.
DECREASED7,9039,040-1,137-13%$1.5M$1.6M+$116.0K2026-11-05
Ackerman Capital Advisors, LLC
UNCHANGED7,8807,88000%$1.3M$1.6M+$303.0K2026-10-30
Wendell David Associates Inc
UNCHANGED7,8667,86600%$1.3M$1.6M+$302.0K2026-10-27
Biltmore Family Office, LLC
DECREASED7,8507,909-59-1%$1.3M$1.6M+$292.2K2026-11-03
Sendero Wealth Management, LLC
INCREASED7,8157,744+71+1%$1.3M$1.6M+$312.2K2026-10-14
WealthSpring Partners, LLC
DECREASED7,81310,268-2,455-24%$1.7M$1.6M-$106.7K2026-10-14
Deseret Mutual Benefit Administrators
DECREASED7,7968,343-547-7%$1.4M$1.6M+$209.1K2026-11-04
CFS Investment Advisory Services, LLC
INCREASED7,7857,267+518+7%$1.2M$1.6M+$386.4K2026-10-19
WBH Advisory Inc
INCREASED7,7817,430+351+5%$1.2M$1.6M+$357.4K2026-11-05
Promethium Advisors,llc
DECREASED7,7427,762-200%$1.3M$1.6M+$294.4K2026-10-19
Fell Capital Management
DECREASED7,7347,949-215-3%$1.3M$1.6M+$261.7K2026-10-09
Asahi Life Asset Management Co., Ltd.
DECREASED7,7018,741-1,040-12%$1.4M$1.6M+$123.7K2026-11-06
Connective Portfolio Management, LLC
UNCHANGED7,6997,69900%$1.3M$1.6M+$296.0K2026-10-22
Cascade Investment Advisors, Inc.
DECREASED7,6887,808-120-2%$1.3M$1.6M+$275.7K2026-11-02
Pacific Excel Wealth Advisors, Inc.
INCREASED7,6722,001+5,671+283%$331.7K$1.6M+$1.2M2026-10-27
Schmidt P J Investment Management Inc
INCREASED7,6727,648+24+0%$1.3M$1.6M+$299.0K2026-11-02
Islay Capital Management, LLC
DECREASED7,6637,672-90%$1.3M$1.6M+$293.2K2026-10-20
Pines Wealth Management, LLC
DECREASED7,6608,294-634-8%$1.4M$1.6M+$189.4K2026-10-21
Abel Hall, LLC
INCREASED7,6597,487+172+2%$1.2M$1.6M+$323.0K2026-10-19
Partners in Financial Planning
INCREASED7,6587,634+24+0%$1.3M$1.6M+$298.4K2026-11-06
Eley Financial Management, Inc
INCREASED7,6457,590+55+1%$1.3M$1.6M+$303.1K2026-11-03
Worth Asset Management, LLC
INCREASED7,6261,664+5,962+358%$275.8K$1.6M+$1.3M2026-10-07
Granite Islands Private Wealth, LLC
INCREASED7,6267,266+360+5%$1.2M$1.6M+$353.0K2026-10-16
1620 Investment Advisors, Inc.
INCREASED7,6267,457+169+2%$1.2M$1.6M+$321.1K2026-11-04
Alliance Private Wealth, LLC
DECREASED7,5768,866-1,290-15%$1.5M$1.5M+$77.5K2026-10-20
Victory Financial Group, LLC
INCREASED7,5616,113+1,448+24%$1.0M$1.5M+$530.8K2026-10-27
Eagle Bluffs Wealth Management LLC
INCREASED7,5437,403+140+2%$1.2M$1.5M+$313.2K2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED7,5427,370+172+2%$772.5K$1.1M+$292.0K2026-11-04
Provident Investment Management, Inc.
INCREASED7,5177,296+221+3%$1.2M$1.5M+$325.7K2026-10-23
William B. Walkup & Associates, Inc.
INCREASED7,5156,316+1,199+19%$1.0M$1.5M+$487.6K2026-11-05
First Interstate Bank
DECREASED7,5028,238-736-9%$1.4M$1.5M+$166.5K2026-10-23
Flagship Wealth Advisors, LLC
INCREASED7,4947,404+90+1%$1.2M$1.5M+$303.1K2026-11-03
Bingham Private Wealth, LLC
INCREASED7,4877,353+134+2%$1.2M$1.5M+$309.8K2026-11-05
Ables, Iannone, Moore & Associates, Inc.
INCREASED7,4837,480+3+0%$1.2M$1.5M+$288.2K2026-10-06
Atwood & Palmer Inc
INCREASED7,4744,974+2,500+50%$824.5K$1.5M+$701.8K2026-10-08
Tableaux LLC
DECREASED7,4607,476-160%$1.2M$1.5M+$284.2K2026-10-23
Sloy Dahl & Holst, LLC
DECREASED7,4597,944-485-6%$1.3M$1.5M+$206.4K2026-10-14
Westco Advisory Services Inc
UNCHANGED7,4557,45500%$1.2M$1.5M+$286.6K2026-10-14
Encompass Wealth Advisors, LLC
INCREASED7,4523,163+4,289+136%$524.3K$1.5M+$997.4K2026-10-15
Firestone Capital Management
DECREASED7,4487,484-360%$1.2M$1.5M+$280.4K2026-11-03
DMC Group, LLC
INCREASED7,4207,144+276+4%$1.2M$1.5M+$331.0K2026-10-26
Wealth Dimensions Group, Ltd.
INCREASED7,4157,082+333+5%$1.2M$1.5M+$340.2K2026-11-02
Bernicke Wealth Management, Ltd.
DECREASED7,40810,805-3,397-31%$1.8M$1.5M-$278.2K2026-11-06
McAdam, LLC
INCREASED7,3977,076+321+5%$1.2M$1.5M+$337.6K2026-10-21
Fairvoy Private Wealth, LLC
DECREASED7,3967,658-262-3%$1.3M$1.5M+$241.0K2026-10-19
Gerber Kawasaki Wealth & Investment Management
INCREASED7,3956,817+578+8%$1.1M$1.5M+$380.2K2026-10-29
Doliver Advisors, LP
DECREASED7,3887,486-98-1%$1.2M$1.5M+$267.8K2026-10-01
Blue Fin Capital, Inc.
INCREASED7,3857,218+167+2%$1.2M$1.5M+$311.6K2026-10-28
Valley Brook Capital Group, Inc.
UNCHANGED7,3567,35600%$1.2M$1.5M+$282.9K2026-10-26
Canandaigua National Trust Co of Florida
NEW7,345—+7,345——$1.5M—2026-10-07
St. Johns Investment Management Company, LLC
DECREASED7,3417,463-122-2%$1.2M$1.5M+$262.0K2026-10-30
Roof Eidam Maycock Peralta, LLC
DECREASED7,3347,759-425-5%$1.3M$1.5M+$211.5K2026-10-15
Curran Financial Partners, LLC
INCREASED7,3327,296+36+0%$1.2M$1.5M+$288.0K2026-11-04
Avantra Family Wealth, Inc.
INCREASED7,3265,488+1,838+33%$909.7K$1.5M+$586.3K2026-10-20
E&G Advisors, LLC
DECREASED7,2957,365-70-1%$1.2M$1.5M+$268.9K2026-10-13
Mayfair Advisory Group, LLC
INCREASED7,2927,240+52+1%$1.4M$1.5M+$78.9K2026-10-20
Pacific Sage Partners, LLC
INCREASED7,2796,982+297+4%$1.2M$1.5M+$329.0K2026-10-21
Tortuga Wealth Management, Inc
INCREASED7,2797,259+20+0%$1.2M$1.5M+$283.9K2026-10-27
Citizens & Northern Corp
DECREASED7,2677,408-141-2%$1.2M$1.5M+$256.0K2026-11-06
Urban Wealth Management, LLC
DECREASED7,2617,286-250%$1.2M$1.5M+$275.0K2026-10-21
Cravens & Co Advisors, LLC
INCREASED7,2597,006+253+4%$1.2M$1.5M+$321.0K2026-10-16
Capital Investment Counsel, Inc
INCREASED7,2467,046+200+3%$1.2M$1.5M+$311.8K2026-10-20
Rudd Co d/b/a Styre Wealth
NEW7,245—+7,245——$1.6M—2026-10-29
Wealth Quarterback LLC
DECREASED7,2417,359-118-2%$1.2M$1.5M+$258.8K2026-10-20
QTR Family Wealth, LLC
DECREASED7,2358,817-1,582-18%$1.5M$1.5M+$16.0K2026-11-02
TBH Global Asset Management, LLC
DECREASED7,2267,292-66-1%$1.2M$1.5M+$266.9K2026-11-03
Chickasaw Capital Management LLC
INCREASED7,2257,170+55+1%$1.2M$1.5M+$287.4K2026-10-08
Eubel Brady & Suttman Asset Management Inc
UNCHANGED7,2217,22100%$1.2M$1.5M+$278.0K2026-11-04
Thrive Wealth Management, LLC
INCREASED7,2197,094+125+2%$1.2M$1.5M+$298.2K2026-10-13
Amicus Financial Advisors, LLC
INCREASED7,2127,198+14+0%$1.2M$1.5M+$279.6K2026-11-03
Brandywine OAK Private Wealth LLC
DECREASED7,2117,286-75-1%$1.2M$1.5M+$264.8K2026-10-23
Spectrum Strategic Capital Management, LLC
DECREASED7,2077,704-497-6%$1.3M$1.5M+$194.6K2026-10-22
Allegheny Financial Group
INCREASED7,1957,154+41+1%$1.2M$1.5M+$283.5K2026-11-05
Canopy Partners, LLC
INCREASED7,1846,863+321+5%$1.1M$1.5M+$329.4K2026-10-28
Sound Income Strategies, LLC
INCREASED7,1696,644+525+8%$1.1M$1.5M+$415.3K2026-10-09
Realta Investment Advisors
INCREASED7,1682,108+5,060+240%$349.4K$1.5M+$1.1M2026-10-14
Total Clarity Wealth Management, Inc.
INCREASED7,1315,813+1,318+23%$963.5K$1.5M+$492.7K2026-10-26
R Squared Ltd
DECREASED7,09211,552-4,460-39%$1.9M$1.4M-$466.6K2026-11-06
Brooklyn FI, LLC
INCREASED7,0754,787+2,288+48%$923.8K$1.5M+$611.2K2026-11-05
Orrstown Financial Services Inc
INCREASED7,0736,878+195+3%$1.1M$1.4M+$304.3K2026-10-14
BG Investment Services, LLC
NEW7,063—+7,063——$1.4M—2026-10-23
Legacy Trust
DECREASED7,0567,453-397-5%$1.2M$1.7M+$426.4K2026-11-06
PW Nova Financial Services LLC
DECREASED7,02812,842-5,814-45%$2.1M$1.4M-$693.5K2026-10-15
Lazari Capital Management, Inc.
INCREASED7,0246,993+31+0%$1.2M$1.4M+$275.3K2026-10-20
Rydar Equities, Inc.
DECREASED7,0247,039-150%$1.3M$1.4M+$129.6K2026-10-13
Winch Advisory Services, LLC
INCREASED7,0206,985+35+1%$1.2M$1.4M+$275.7K2026-11-06
Zega Investments, LLC
DECREASED7,0167,315-299-4%$1.2M$1.4M+$220.2K2026-11-04
Rosenberg Matthew Hamilton
DECREASED7,0107,011-10%$1.2M$1.4M+$269.4K2026-10-05
Sawgrass Asset Management LLC
DECREASED6,9927,468-476-6%$1.2M$1.4M+$190.0K2026-11-03
Connecticut Wealth Management, LLC
INCREASED6,9626,778+184+3%$1.1M$1.4M+$298.2K2026-10-13
Atticus Wealth Management, LLC
INCREASED6,9364,799+2,137+45%$795.5K$1.4M+$620.8K2026-10-20
Chemung Canal Trust Co
DECREASED6,9217,016-95-1%$1.2M$1.4M+$250.4K2026-11-04
Fortis Group Advisors, LLC
INCREASED6,9065,950+956+16%$986.3K$1.6M+$592.7K2026-11-06
Revolve Wealth Partners, LLC
DECREASED6,8957,278-383-5%$1.2M$1.4M+$201.6K2026-10-23
Perryman Financial Advisory Inc
INCREASED6,8946,613+281+4%$1.1M$1.4M+$311.8K2026-10-16
Tompkins Financial Corp
DECREASED6,8896,999-110-2%$1.2M$1.4M+$246.6K2026-10-05
Money Concepts Capital Corp
INCREASED6,8765,585+1,291+23%$925.7K$1.4M+$478.4K2026-11-06
Mainsail Financial Group, LLC
DECREASED6,8767,178-302-4%$1.2M$1.4M+$214.3K2026-10-23
Tannin Capital LLC
DECREASED6,8717,411-540-7%$1.2M$1.4M+$174.7K2026-11-05
Ascentis Wealth Management, LLC
INCREASED6,8426,827+15+0%$1.1M$1.4M+$265.6K2026-11-03
Candriam S.C.A.
UNCHANGED6,8326,83200%$1.1M$1.4M+$268.9K2026-11-03
Centennial Wealth Advisory LLC
INCREASED6,8286,308+520+8%$1.0M$1.4M+$349.2K2026-10-16
Commonwealth Financial Services, LLC
DECREASED6,8237,422-599-8%$1.2M$1.4M+$163.1K2026-10-20
Townsend Asset Management Corp
DECREASED6,8016,988-187-3%$1.2M$1.4M+$230.5K2026-10-29
Interchange Capital Partners, LLC
DECREASED6,7966,848-52-1%$1.1M$1.4M+$252.7K2026-10-28
Opinicus Capital, Inc.
INCREASED6,7886,760+28+0%$1.1M$1.4M+$265.8K2026-10-28
Forbes J M & Co LLP
INCREASED6,7636,744+19+0%$1.1M$1.4M+$263.2K2026-10-16
Argyle Capital Partners, LLC
DECREASED6,7537,010-257-4%$1.2M$1.4M+$217.0K2026-10-23
Accel Wealth Management
INCREASED6,6996,545+154+2%$1.1M$1.4M+$283.0K2026-10-13
GoalVest Advisory LLC
INCREASED6,6906,592+98+1%$1.1M$1.4M+$273.5K2026-10-02
Paragon Private Wealth Management, LLC
DECREASED6,6807,534-854-11%$1.2M$1.4M+$115.2K2026-10-20
Accredited Investors Inc.
INCREASED6,6765,378+1,298+24%$891.4K$1.4M+$471.9K2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED6,6576,797-140-2%$1.1M$1.4M+$232.8K2026-10-20
Hilton Head Capital Partners, LLC
DECREASED6,6547,096-442-6%$1.2M$1.4M+$182.6K2026-10-23
Cordgrass Capital Advisors, LLC
UNCHANGED6,6116,61100%$1.1M$1.4M+$254.3K2026-10-30
Lantern Wealth Advisors, LLC
UNCHANGED6,5776,57700%$1.1M$1.3M+$252.9K2026-10-22
A. D. Beadell Investment Counsel, Inc.
DECREASED6,5696,919-350-5%$1.1M$1.3M+$195.0K2026-10-14
Paladin Wealth, LLC
DECREASED6,5656,732-167-2%$1.1M$1.3M+$224.7K2026-10-23
DB&C Advisors, LLC
INCREASED6,5616,556+5+0%$1.1M$1.3M+$253.0K2026-10-26
RFG - Bristol Wealth Advisors, LLC
INCREASED6,5586,525+33+1%$1.1M$1.3M+$257.7K2026-10-09
Arrow Financial Corp
DECREASED6,5537,316-763-10%$1.2M$1.3M+$125.5K2026-10-26
Vista Capital Partners, Inc.
INCREASED6,5505,613+937+17%$930.4K$1.3M+$407.3K2026-11-06
Barrett & Company, Inc.
DECREASED6,5416,646-105-2%$1.1M$1.3M+$234.0K2026-10-22
MeadowBrook Investment Advisors LLC
DECREASED6,5406,665-125-2%$1.1M$1.5M+$377.7K2026-10-29
Financial Management Professionals, Inc.
DECREASED6,5186,568-50-1%$1.1M$1.3M+$242.2K2026-10-23
Sheets Smith Wealth Management
DECREASED6,5136,727-214-3%$1.1M$1.3M+$214.9K2026-10-16
City State Bank
INCREASED6,5126,340+172+3%$1.1M$1.3M+$278.9K2026-10-20
Lodestar Private Asset Management LLC
DECREASED6,5037,252-749-10%$1.2M$1.3M+$125.9K2026-10-26
Wealthstar Advisors, LLC
NEW6,502—+6,502——$1.3M—2026-10-19
Willow Creek Capital Management, Inc.
UNCHANGED6,4916,49100%$1.1M$1.1M$02026-10-16
Solstein Capital, LLC
UNCHANGED6,4876,48700%$1.1M$1.3M+$249.4K2026-11-02
Regent Peak Wealth Advisors LLC
INCREASED6,4804,883+1,597+33%$809.3K$1.3M+$513.9K2026-10-13
Investment Research Partners LLC
DECREASED6,4706,483-130%$1.1M$1.3M+$246.6K2026-10-19
ASL Financial, LLC
UNCHANGED6,4476,44700%$1.1M$1.3M+$247.9K2026-10-15
Rossby Financial, LCC
DECREASED6,4446,527-83-1%$1.1M$1.3M+$234.1K2026-11-05
Greg Jennings, LLC
NEW6,433—+6,433——$1.3M—2026-10-19
Ascent Wealth Partners, LLC
INCREASED6,4316,263+168+3%$1.0M$1.3M+$275.1K2026-10-23
Balboa Wealth Partners
INCREASED6,4236,076+347+6%$1.0M$1.3M+$304.5K2026-10-20
Stonebridge Financial Group, LLC
INCREASED6,4176,200+217+4%$1.0M$1.3M+$282.7K2026-10-01
Prudent Man Advisors, LLC
DECREASED6,4166,653-237-4%$1.1M$1.3M+$207.4K2026-11-03
Summit Securities Group LLC
DECREASED6,4007,600-1,200-16%$1.3M$1.3M+$47.2K2026-11-05
Balentine LLC
DECREASED6,3926,835-443-6%$1.1M$1.3M+$172.4K2026-11-03
Nexus Investment Management ULC
UNCHANGED6,3866,38600%$1.1M$1.3M+$245.5K2026-10-27
Power Wealth Management LLC
NEW6,372—+6,372——$1.3M—2026-10-27
Roxbury Financial LLC
DECREASED6,3686,495-127-2%$1.1M$1.3M+$223.7K2026-10-01
Crown Oak Advisors, LLC
INCREASED6,3646,337+27+0%$1.1M$1.3M+$249.4K2026-10-16
Birch Financial Group, LLC
DECREASED6,3616,388-270%$1.1M$1.3M+$240.2K2026-10-27
Warwick Investment Management, Inc.
DECREASED6,3556,391-36-1%$1.1M$1.3M+$238.3K2026-10-19
Moss Adams Wealth Advisors LLC
DECREASED6,3517,207-856-12%$1.2M$1.3M+$102.4K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED6,3476,088+259+4%$1.0M$1.3M+$287.1K2026-10-14
First Heartland Consultants, Inc.
INCREASED6,3404,685+1,655+35%$776.6K$1.3M+$518.1K2026-10-08
Cornerstone Advisory, LLC
INCREASED6,3375,725+612+11%$948.9K$1.3M+$345.1K2026-11-06
Baker Ellis Asset Management LLC
UNCHANGED6,3296,32900%$1.0M$1.3M+$243.3K2026-10-14
Cowa, LLC
INCREASED6,3185,944+374+6%$985.2K$1.3M+$305.1K2026-10-30
Milestone Asset Management, LLC
DECREASED6,3186,337-190%$1.1M$1.3M+$239.6K2026-10-15
Rainier Family Wealth Inc
DECREASED6,3066,314-80%$1.0M$1.3M+$241.1K2026-11-02
Castleview Partners, LLC
INCREASED6,2875,699+588+10%$944.7K$1.3M+$339.3K2026-10-09
Union Savings Bank
DECREASED6,2786,404-126-2%$1.1M$1.3M+$220.5K2026-10-14
Centerpoint Advisory Group
DECREASED6,2626,463-201-3%$1.1M$1.3M+$207.5K2026-10-23
John G Ullman & Associates Inc
UNCHANGED6,2616,26100%$1.0M$1.3M+$240.7K2026-11-04
Windsor Capital Management, LLC
DECREASED6,2586,300-42-1%$1.0M$1.3M+$233.6K2026-10-13
Partners Wealth Management, LLC
INCREASED6,2362,632+3,604+137%$436.4K$1.3M+$837.1K2026-10-28
Symmetry Partners, LLC
INCREASED6,2275,525+702+13%$915.8K$1.3M+$355.8K2026-10-27
Corundum Group, Inc.
INCREASED6,2185,873+345+6%$973.5K$1.3M+$296.3K2026-10-28
Chemistry Wealth Management LLC
UNCHANGED6,2156,21500%$1.0M$1.3M+$239.1K2026-10-16
San Luis Wealth Advisors LLC
INCREASED6,2055,845+360+6%$968.8K$1.3M+$298.3K2026-10-27
Uniting Wealth Partners, LLC
DECREASED6,2056,386-181-3%$1.1M$1.3M+$208.6K2026-11-06
Silverleafe Capital Partners, LLC
DECREASED6,1946,497-303-5%$1.1M$1.3M+$188.0K2026-10-02
Net Worth Advisory Group
DECREASED6,1787,046-868-12%$1.2M$1.3M+$111.6K2026-10-20
Zullo Investment Group, Inc.
INCREASED6,1776,060+117+2%$1.0M$1.3M+$256.9K2026-10-20
Dickmeyer Boyce Financial Management, Inc.
DECREASED6,1686,204-36-1%$1.0M$1.3M+$231.2K2026-10-08
Ceera Investments, LLC
DECREASED6,1606,180-200%$1.0M$1.3M+$233.5K2026-11-02
DT Investment Partners, LLC
UNCHANGED6,1546,15400%$1.0M$1.3M+$236.6K2026-10-27
SmartHarvest Portfolios, LLC
DECREASED6,1387,520-1,382-18%$1.2M$1.3M+$6.8K2026-10-26
Juncture Wealth Strategies, LLC
INCREASED6,1385,962+176+3%$988.3K$1.3M+$265.3K2026-10-06
Black Diamond Financial, LLC
INCREASED6,1284,659+1,469+32%$772.4K$1.3M+$479.1K2026-10-26
Davis Capital Management
INCREASED6,1276,100+27+0%$1.0M$1.3M+$240.1K2026-10-08
Beirne Wealth Consulting Services, LLC
INCREASED6,1055,991+114+2%$993.1K$1.2M+$253.6K2026-10-19
Praxis Capital Management LLC
NEW6,100—+6,100——$1.2M—2026-10-16
Lynx Investment Advisory
DECREASED6,0876,354-267-4%$1.1M$1.2M+$189.7K2026-10-27
Jmac Enterprises LLC
INCREASED6,0742,974+3,100+104%$493.0K$1.2M+$747.4K2026-10-30
Monument Capital Management
INCREASED6,0515,961+90+2%$988.1K$1.2M+$247.6K2026-10-09
Dixon Fnancial Services, Inc.
INCREASED6,0336,003+30+1%$995.1K$1.2M+$236.8K2026-10-23
D.B. Root & Company, LLC
DECREASED6,0136,108-95-2%$1.0M$1.2M+$215.5K2026-11-04
Mascagni Wealth Management, Inc.
DECREASED6,0126,032-200%$999.8K$1.2M+$228.0K2026-10-23
Meitav Investment House LTD
NEW6,000—+6,000——$1.2M—2026-10-28
Occidental Asset Management, LLC
INCREASED6,0005,826+174+3%$965.7K$1.2M+$259.5K2026-11-05
Gaddis Premier Wealth Advisors LLC
INCREASED5,9985,958+40+1%$987.6K$1.2M+$237.3K2026-10-29
Chapman Financial Group, LLC
DECREASED5,9986,010-120%$996.2K$1.2M+$228.6K2026-10-26
Vicus Capital
INCREASED5,9895,733+256+4%$950.4K$1.2M+$272.6K2026-11-05
Hanson & Doremus Investment Management
INCREASED5,9895,938+51+1%$984.0K$1.2M+$239.0K2026-10-16
Diversified Management Inc
INCREASED5,9811,480+4,501+304%$245.3K$1.2M+$976.1K2026-10-08
Grant Private Wealth Management Inc
INCREASED5,9723,799+2,173+57%$629.7K$1.2M+$589.8K2026-10-19
Foster Group, Inc.
INCREASED5,9715,779+192+3%$957.9K$1.2M+$261.4K2026-10-13
Matrix Trust Co
DECREASED5,9556,016-61-1%$997.0K$1.2M+$219.0K2026-10-07
CV Advisors LLC
UNCHANGED5,9255,92500%$982.1K$1.2M+$227.8K2026-10-13
Evermay Wealth Management LLC
DECREASED5,9046,070-166-3%$1.0M$1.2M+$199.5K2026-11-05
KPP Advisory Services LLC
DECREASED5,8967,418-1,522-21%$1.2M$1.2M-$25.6K2026-10-26
Next Level Private LLC
DECREASED5,8885,917-290%$980.8K$1.2M+$221.7K2026-10-20
DB Fitzpatrick & Co, Inc
DECREASED5,8575,933-76-1%$983.5K$1.2M+$212.6K2026-10-19
Blume Capital Management, Inc.
UNCHANGED5,8565,85600%$970.6K$1.2M+$225.2K2026-10-26
Meadow Creek Wealth Advisors LLC
DECREASED5,8545,864-100%$972.0K$1.2M+$223.4K2026-11-02
Vision Capital Management, Inc.
UNCHANGED5,8475,84700%$969.2K$1.2M+$224.8K2026-10-20
Ashton Thomas Securities, LLC
INCREASED5,8375,365+472+9%$877.7K$1.2M+$314.3K2026-10-26
Howard Financial Services, Ltd.
INCREASED5,8365,372+464+9%$890.4K$1.2M+$301.5K2026-10-15
Miller Global Investments, LLC
INCREASED5,8285,330+498+9%$883.5K$1.2M+$306.6K2026-10-02
Northern Capital Management, Inc.
DECREASED5,8136,489-676-10%$1.1M$1.2M+$111.4K2026-11-05
Yankcom Partnership
INCREASED5,8115,752+59+1%$953.5K$1.2M+$233.2K2026-10-15
Lakeshore Capital Group, Inc.
INCREASED5,8105,472+338+6%$907.1K$1.2M+$279.5K2026-10-20
MBA Advisors LLC
DECREASED5,8095,893-84-1%$976.9K$1.2M+$209.4K2026-10-29
Eclectic Associates Inc
INCREASED5,8015,779+22+0%$958.0K$1.2M+$226.7K2026-10-09
Partnership Wealth Management, LLC
UNCHANGED5,8005,80000%$961.4K$1.2M+$223.0K2026-10-05
Mission Financial Group, LLC
INCREASED5,7933,342+2,451+73%$553.9K$1.2M+$629.0K2026-10-21
Income Insurance Ltd
UNCHANGED5,7925,79200%$960.1K$1.2M+$222.7K2026-10-21
Covenant Asset Management, LLC
DECREASED5,7906,034-244-4%$1.0M$1.2M+$182.2K2026-10-14
Nemes Rush Group LLC
DECREASED5,7715,816-45-1%$964.0K$1.2M+$214.6K2026-11-04
Pinion Investment Advisors, LLC
DECREASED5,7445,804-60-1%$962.1K$1.2M+$210.9K2026-11-04
Hager Investment Management Services, LLC
DECREASED5,7416,253-512-8%$1.0M$1.2M+$136.0K2026-11-04
Winthrop Capital Management, LLC
INCREASED5,7285,707+21+0%$946.0K$1.2M+$223.7K2026-11-05
First Premier Bank
DECREASED5,7196,450-731-11%$1.1M$1.2M+$97.0K2026-10-13
Wealth Architects, LLC
INCREASED5,7185,674+44+1%$940.7K$1.2M+$227.0K2026-11-03
Probity Advisors, Inc.
DECREASED5,7175,732-150%$950.1K$1.2M+$217.3K2026-10-23
Hedges Asset Management LLC
DECREASED5,7005,950-250-4%$986.3K$1.2M+$177.7K2026-10-29
Mogy Joel R Investment Counsel Inc
UNCHANGED5,6935,69300%$943.7K$1.2M+$218.9K2026-10-13
626 Financial, LLC
DECREASED5,6925,837-145-2%$967.5K$1.2M+$194.9K2026-11-04
Obermeyer Wealth Partners
INCREASED5,6905,478+212+4%$908.0K$1.2M+$253.9K2026-10-21
Avion Wealth
INCREASED5,6824,306+1,376+32%$713.0K$1.2M+$447.0K2026-11-04
Carson Advisory Inc.
DECREASED5,6785,880-202-3%$974.7K$1.2M+$184.7K2026-11-06
Riverbend Wealth Management, LLC
INCREASED5,6774,092+1,585+39%$678.2K$1.2M+$481.1K2026-10-15
Barlow Wealth Partners, LLC
INCREASED5,6715,363+308+6%$943.7K$1.2M+$233.5K2026-10-15
Alchemi Wealth, LLC
INCREASED5,6475,608+39+1%$929.7K$1.2M+$223.9K2026-11-04
RBA Wealth Management, LLC
DECREASED5,6305,815-185-3%$963.9K$1.1M+$185.8K2026-10-28
Unique Wealth, LLC
DECREASED5,6287,722-2,094-27%$1.3M$1.1M-$130.7K2026-10-16
Elevatus Welath Management
INCREASED5,6265,562+64+1%$921.9K$1.1M+$226.9K2026-10-19
XXI Wealth, LLC
DECREASED5,6115,956-345-6%$987.3K$1.1M+$158.6K2026-10-22
Almanack Investment Partners, Llc.
INCREASED5,6025,526+76+1%$916.0K$1.1M+$227.9K2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED5,59818,047-12,449-69%$3.0M$1.1M-$1.8M2026-10-29
Edgemoor Investment Advisors, Inc.
INCREASED5,5985,566+32+1%$922.6K$1.1M+$220.5K2026-11-03
SYM Financial Corp
DECREASED5,5765,614-38-1%$930.6K$1.1M+$208.1K2026-10-26
Sunpointe, LLC
INCREASED5,5715,279+292+6%$875.1K$1.1M+$262.6K2026-10-22
Edge Wealth Management LLC
DECREASED5,5685,736-168-3%$951.1K$1.1M+$194.8K2026-10-13
Applied Finance Capital Management, LLC
INCREASED5,5664,986+580+12%$826.5K$1.1M+$310.2K2026-11-03
Regatta Capital Group, LLC
INCREASED5,5445,200+344+7%$862.0K$1.1M+$270.2K2026-10-23
Cooper S Advisors, LLC
DECREASED5,5385,745-207-4%$952.3K$1.1M+$178.6K2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED5,5275,692-165-3%$943.5K$1.1M+$185.2K2026-10-27
Samalin Investment Counsel, LLC
DECREASED5,5275,555-280%$920.7K$1.1M+$207.9K2026-10-23
Infinity Wealth Counsel, LLC
INCREASED5,5125,497+15+0%$911.2K$1.1M+$214.4K2026-10-15
SevenBridge Financial Group, LLC
DECREASED5,5105,705-195-3%$1.1M$1.2M+$179.3K2026-10-26
Powers Advisory Group, LLC
UNCHANGED5,5105,51000%$913.4K$1.1M+$211.8K2026-10-14
Cornerstone National Bank & Trust Co
DECREASED5,5065,810-304-5%$962.7K$1.1M+$177.6K2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED5,5025,984-482-8%$992.0K$1.1M+$131.7K2026-10-20
Winthrop Advisory Group LLC
INCREASED5,4885,008+480+10%$830.2K$1.1M+$290.6K2026-10-22
Advisory Solutions Group, LLC
INCREASED5,4634,781+682+14%$792.5K$1.1M+$323.0K2026-10-14
Howard Capital Management Group, LLC
UNCHANGED5,4555,45500%$904.2K$1.1M+$209.7K2026-10-16
Sterling Investment Management, LLC
DECREASED5,4525,596-144-3%$927.6K$1.1M+$185.8K2026-10-16
Legacy Wealth Management, LLC / MS
INCREASED5,4515,447+4+0%$902.9K$1.1M+$210.3K2026-10-30
Independent Investors Inc
UNCHANGED5,4405,44000%$901.7K$1.1M+$209.2K2026-10-30
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED5,4334,648+785+17%$770.5K$1.1M+$339.0K2026-10-26
Verum Partners LLC
DECREASED5,4295,723-294-5%$948.6K$1.1M+$160.2K2026-10-21
Indiana Trust & Investment Management Co
DECREASED5,4255,565-140-3%$922.5K$1.1M+$185.4K2026-10-22
Sweeney & Michel, LLC
INCREASED5,4245,389+35+1%$1.0M$1.1M+$102.1K2026-10-16
Bullock Wealth Management Group
DECREASED5,3925,771-379-7%$956.2K$1.1M+$160.5K2026-10-09
Convergence Financial, LLC
DECREASED5,3859,881-4,496-45%$1.6M$1.1M-$538.4K2026-10-27
Stableford Capital II LLC
DECREASED5,3846,354-970-15%$1.1M$1.1M+$46.2K2026-10-09
Eurizon SLJ Capital Ltd
DECREASED5,3815,987-606-10%$992.4K$1.1M+$106.4K2026-11-06
United Asset Strategies, Inc.
DECREASED5,3806,247-867-14%$1.0M$1.1M+$63.2K2026-10-28
Trilogy Capital Inc.
INCREASED5,3664,713+653+14%$781.3K$1.1M+$314.6K2026-10-20
Tred Avon Family Wealth, LLC
DECREASED5,3605,421-61-1%$898.6K$1.1M+$195.9K2026-10-20
Summit Asset Management, LLC
DECREASED5,3575,425-68-1%$899.2K$1.1M+$194.8K2026-11-05
Unified Investment Management
UNCHANGED5,3465,34600%$886.2K$1.1M+$205.6K2026-10-14
Focused Alpha, LLC
DECREASED5,3378,448-3,111-37%$1.4M$1.1M-$310.5K2026-10-20
Clearwave Capital, LLC
INCREASED5,3094,965+344+7%$822.9K$1.1M+$261.3K2026-10-27
SJS Investment Consulting Inc.
INCREASED5,3084,615+693+15%$764.9K$1.1M+$319.0K2026-10-26
Invera Wealth Advisors, LLC
DECREASED5,2695,911-642-11%$979.8K$1.1M+$96.2K2026-10-28
First Financial Corp
DECREASED5,2695,272-30%$873.9K$1.1M+$202.1K2026-10-13
Cross Staff Investments Inc
DECREASED5,2665,313-47-1%$880.7K$1.1M+$194.7K2026-10-22
Shepherd Financial Partners LLC
DECREASED5,2555,529-274-5%$916.5K$1.1M+$156.5K2026-11-03
Provident Living Financial Services, Inc.
INCREASED5,2455,088+157+3%$843.4K$1.2M+$391.9K2026-11-03
Ballew Advisors, Inc
DECREASED5,2376,223-986-16%$1.1M$1.1M+$29.6K2026-10-05
Toth Financial Advisory Corp
INCREASED5,2325,077+155+3%$841.6K$1.1M+$226.9K2026-10-08
Cromwell Holdings LLC
DECREASED5,2065,356-150-3%$887.8K$1.1M+$175.3K2026-10-28
Nfsg Corp
INCREASED5,1994,773+426+9%$791.1K$1.1M+$270.7K2026-10-15
Vestor Capital, LLC
DECREASED5,19425,121-19,927-79%$26.8K$1.9K-$24.8K2026-11-04
Total Wealth Planning & Management, Inc.
DECREASED5,1895,538-349-6%$918.0K$1.1M+$141.7K2026-10-23
Cherry Creek Investment Advisors, Inc.
DECREASED5,1885,360-172-3%$888.5K$1.1M+$170.9K2026-10-14
Vann Equity Management LLC
DECREASED5,1835,749-566-10%$953.0K$1.1M+$105.5K2026-10-08
Arlington Trust Co LLC
INCREASED5,1753,864+1,311+34%$640.5K$1.1M+$416.3K2026-10-20
OAK Family Advisors, LLC
DECREASED5,1629,746-4,584-47%$1.6M$1.1M-$561.4K2026-10-19
JB Capital LLC
DECREASED5,1535,564-411-7%$922.3K$1.1M+$130.0K2026-10-19
Planned Solutions, Inc.
DECREASED5,1525,635-483-9%$934.0K$1.1M+$118.0K2026-10-19
J. Team Financial, Inc.
INCREASED5,1354,237+898+21%$702.4K$1.0M+$346.3K2026-11-03
Legacy Advisors, LLC
DECREASED5,1267,779-2,653-34%$1.3M$1.0M-$242.8K2026-10-19
Fortitude Family Office, LLC
DECREASED5,10925,522-20,413-80%$4.2M$1.0M-$3.2M2026-10-14
Rational Advisors, Inc.
DECREASED5,1095,928-819-14%$982.6K$1.0M+$60.7K2026-11-02
Sigma Investment Counselors Inc
INCREASED5,1074,789+318+7%$793.8K$1.0M+$249.1K2026-10-27
Thoma Capital Management LLC
DECREASED5,1075,155-48-1%$854.6K$1.0M+$188.5K2026-10-19
Breakwater Capital Group
DECREASED5,0975,465-368-7%$905.9K$1.0M+$135.0K2026-10-09
Lederer & Associates Investment Counsel
INCREASED5,0744,344+730+17%$720.0K$1.0M+$316.0K2026-10-23
Westhampton Capital, LLC
DECREASED5,0706,468-1,398-22%$1.1M$1.0M-$36.8K2026-10-30
Fortitude Advisory Group L.L.C.
INCREASED5,0654,730+335+7%$784.0K$1.0M+$250.3K2026-10-15
Nova Financial LLC
NEW5,047—+5,047——$1.0M—2026-11-04
Greenwood Gearhart LLC
DECREASED5,0438,973-3,930-44%$1.5M$1.0M-$457.5K2026-11-02
Melfa Wealth Management, Inc.
INCREASED5,0434,832+211+4%$800.9K$1.0M+$229.0K2026-11-06
Whelan Financial
INCREASED5,0344,829+205+4%$800.5K$1.0M+$227.5K2026-10-28
Teamwork Financial Advisors, LLC
DECREASED5,0316,942-1,911-28%$1.2M$1.0M-$123.4K2026-10-19
Northcape Wealth Management, LLC
INCREASED5,0194,981+38+1%$825.6K$1.0M+$199.3K2026-11-04
Falcon Wealth Planning
INCREASED5,0184,572+446+10%$757.8K$1.0M+$266.8K2026-11-06
Fiduciary Financial Group, LLC
INCREASED5,0134,787+226+5%$793.6K$1.0M+$230.2K2026-10-13
American Assets Inc
UNCHANGED5,0005,00000%$828.8K$1.0M+$192.3K2026-10-30
Werba Rubin Papier Wealth Management
INCREASED4,9914,923+68+1%$816.0K$1.0M+$203.2K2026-11-06
Langley Wealth Management, LLC
INCREASED4,9864,943+43+1%$819.4K$1.0M+$198.9K2026-11-04
Split Creek LLC DBA Split Creek Capital LLC
INCREASED4,9754,546+429+9%$753.5K$1.0M+$262.4K2026-11-02
J. Derek Lewis & Associates Inc.
DECREASED4,9675,047-80-2%$836.7K$1.0M+$177.8K2026-11-03
Bank of New Hampshire
DECREASED4,9655,167-202-4%$856.5K$1.0M+$157.4K2026-10-06
Legacy Wealth Asset Management, LLC
DECREASED4,9515,077-126-2%$841.6K$1.0M+$169.5K2026-10-09
Shore Point Advisors, LLC
UNCHANGED4,9504,95000%$820.5K$1.0M+$190.3K2026-10-14
Auxano Advisors, LLC
INCREASED4,9384,843+95+2%$802.8K$1.0M+$205.6K2026-11-06
Moulton Wealth Management, Inc
INCREASED4,9364,934+2+0%$822.5K$1.0M+$199.7K2026-10-13
Compass Ion Advisors, LLC
INCREASED4,9194,840+79+2%$802.2K$1.0M+$202.3K2026-10-23
Saxony Capital Management, LLC
INCREASED4,9114,741+170+4%$785.8K$1.0M+$217.0K2026-10-15
Apollon Financial, LLC
INCREASED4,9064,256+650+15%$705.5K$1.0M+$296.5K2026-10-23
Three Seasons Wealth, LLC
DECREASED4,8954,915-200%$814.7K$999.6K+$184.9K2026-11-03
Applied Capital LLC
INCREASED4,8724,757+115+2%$788.5K$994.9K+$206.4K2026-10-07
Financial Solutions Advisory Group, Inc.
INCREASED4,8704,862+8+0%$846.2K$1.1M+$249.5K2026-10-28
Purus Wealth Management, LLC
INCREASED4,8544,832+22+0%$801.0K$991.2K+$190.1K2026-10-15
Capital Square, LLC
INCREASED4,8424,841+1+0%$854.0K$988.8K+$134.9K2026-10-19
Wedgewood Investors Inc
DECREASED4,8355,095-260-5%$844.5K$987.4K+$142.8K2026-10-28
WestHill Financial Advisors, Inc.
DECREASED4,8334,995-162-3%$827.9K$987.0K+$159.1K2026-10-14
Merrion Investment Management Co, LLC
INCREASED4,8314,361+470+11%$722.9K$986.5K+$263.7K2026-10-16
Cardinal Point Capital Management ULC
INCREASED4,8303,800+1,030+27%$629.9K$986.4K+$356.5K2026-10-21
JGP Wealth Management, LLC
DECREASED4,8305,410-580-11%$896.8K$986.2K+$89.5K2026-10-13
First County Bank
INCREASED4,8224,679+143+3%$775.6K$984.7K+$209.1K2026-10-13
Summit Wealth Group LLC / Co
DECREASED4,8205,134-314-6%$851.0K$984.3K+$133.3K2026-10-29
Morton Capital Management LLC
INCREASED4,8094,801+8+0%$795.8K$982.0K+$186.1K2026-10-23
EdgeRock Capital LLC
INCREASED4,8014,497+304+7%$745.5K$980.4K+$234.9K2026-11-03
Barr E S & Co
UNCHANGED4,7814,78100%$792.5K$976.3K+$183.8K2026-11-06
Blue Capital, Inc.
INCREASED4,7674,740+27+1%$785.7K$973.5K+$187.8K2026-10-13
D'Orazio & Associates, Inc.
DECREASED4,7584,945-187-4%$819.6K$971.6K+$151.9K2026-11-04
Meriwether Wealth & Planning, LLC
DECREASED4,7535,067-314-6%$839.9K$970.6K+$130.7K2026-10-13
Perennial Advisors, LLC
INCREASED4,7473,562+1,185+33%$590.4K$969.4K+$378.9K2026-10-13
Shepherd Street Advisors LLC
INCREASED4,7474,293+454+11%$779.6K$1.0M+$226.7K2026-10-21
Oarsman Capital, Inc.
DECREASED4,7464,759-130%$788.8K$969.2K+$180.4K2026-11-05
PKS Advisory Services, LLC
UNCHANGED4,7394,73900%$786.0K$786.0K$02026-10-26
ROI Financial Advisors, LLC
INCREASED4,7374,394+343+8%$728.3K$967.4K+$239.1K2026-10-19
Guardian Wealth Advisors, LLC
DECREASED4,7345,444-710-13%$902.4K$1.1M+$178.0K2026-10-30
Emprise Bank
DECREASED4,7184,720-20%$782.4K$963.5K+$181.1K2026-10-07
Baker Tilly Wealth Management, LLC
INCREASED4,7174,588+129+3%$760.5K$963.3K+$202.8K2026-10-05
Amarillo National Bank
UNCHANGED4,7164,71600%$781.7K$963.1K+$181.3K2026-10-23
Cambridge Advisors Inc.
DECREASED4,7124,762-50-1%$789.3K$962.2K+$172.9K2026-10-19
TrustBank
DECREASED4,6974,723-26-1%$782.9K$959.2K+$176.3K2026-10-20
Defined Wealth Management, LLC
INCREASED4,6894,660+29+1%$772.5K$957.5K+$185.0K2026-10-19
Nova R Wealth, Inc.
INCREASED4,6754,654+21+0%$771.4K$954.6K+$183.2K2026-10-26
PFS Partners, LLC
DECREASED4,6714,722-51-1%$782.8K$953.9K+$171.1K2026-10-21
Successful Portfolios LLC
DECREASED4,6664,673-70%$818.3K$963.7K+$145.4K2026-10-09
Old North State Wealth Management, LLC
INCREASED4,6654,580+85+2%$760.3K$954.4K+$194.1K2026-10-22
Client 1ST Advisory Group, LLC
INCREASED4,6544,545+109+2%$753.3K$950.3K+$197.0K2026-10-19
Guilbault Capital LLC
UNCHANGED4,6374,63700%$768.6K$946.9K+$178.3K2026-10-28
BCS Wealth Management
INCREASED4,6334,437+196+4%$735.3K$945.9K+$210.6K2026-11-03
Crusonia Wealth Advisors LLC
INCREASED4,6334,525+108+2%$750.0K$946.2K+$196.2K2026-10-26
One Way Holdings LLC
INCREASED4,6294,457+172+4%$738.8K$945.3K+$206.5K2026-10-29
Cpwa, LLC
DECREASED4,6254,723-98-2%$782.9K$994.4K+$211.5K2026-11-04
First Affirmative Financial Network
NEW4,621—+4,621——$943.6K—2026-10-21
General Partner, Inc.
UNCHANGED4,6104,61000%$764.2K$941.4K+$177.3K2026-10-05
Armstrong Advisory Group, Inc
UNCHANGED4,6094,60900%$763.9K$941.2K+$177.3K2026-10-09
Olistico Wealth, LLC
INCREASED4,6064,605+1+0%$763.4K$940.5K+$177.1K2026-10-05
KG Capital Management
INCREASED4,5924,517+75+2%$748.8K$937.7K+$189.0K2026-10-15
PUREfi Wealth, LLC
INCREASED4,5883,737+851+23%$619.4K$936.9K+$317.5K2026-10-19
Kozak & Associates, Inc.
INCREASED4,5734,545+28+1%$753.0K$1.0M+$295.0K2026-10-29
Capstone Wealth Management Group, LLC
DECREASED4,5615,194-633-12%$861.0K$708.4K-$152.7K2026-11-05
Ellis Investment Partners, LLC
INCREASED4,5334,498+35+1%$745.7K$925.8K+$180.1K2026-10-21
Jnba Financial Advisors
INCREASED4,5304,256+274+6%$705.5K$925.1K+$219.6K2026-11-03
Tower Trust & Investment Co
INCREASED4,5224,518+4+0%$748.8K$923.4K+$174.5K2026-10-28
KW Wealth Management LLC
NEW4,509—+4,509——$920.9K—2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED4,5074,255+252+6%$705.5K$920.4K+$214.9K2026-10-30
AM Investment Strategies LLC
INCREASED4,4904,459+31+1%$739.0K$917.0K+$178.0K2026-11-05
Sierra Summit Advisors LLC
DECREASED4,48746,608-42,121-90%$7.7M$916.3K-$6.8M2026-10-28
Crescent Grove Advisors, LLC
INCREASED4,4844,200+284+7%$696.2K$915.7K+$219.5K2026-10-21
Hummer Financial Advisory Services Inc
UNCHANGED4,4834,48300%$743.1K$915.5K+$172.4K2026-10-09
Chung Wu Investment Group, LLC
INCREASED4,4702,020+2,450+121%$334.8K$912.8K+$578.0K2026-11-03
Millennium Capital Advisors, LLC
DECREASED4,4704,481-110%$742.9K$912.8K+$169.9K2026-10-16
North Forty Two & Co.
UNCHANGED4,4354,43500%$735.1K$905.7K+$170.5K2026-10-19
Mainstream Capital Management LLC
DECREASED4,4255,108-683-13%$846.7K$903.6K+$56.9K2026-10-23
Roberts Wealth Advisors, LLC
DECREASED4,4214,517-96-2%$748.7K$902.8K+$154.1K2026-10-14
First Hawaiian Bank
UNCHANGED4,4164,41600%$732.0K$901.8K+$169.8K2026-10-14
Ejmk Ventures LLC
INCREASED4,4013,702+699+19%$613.7K$898.6K+$285.0K2026-10-21
Greenfield Seitz Capital Management, LLC
DECREASED4,4014,410-90%$731.0K$898.7K+$167.7K2026-10-29
Verity Asset Management, Inc.
INCREASED4,3854,148+237+6%$687.6K$895.5K+$207.9K2026-10-30
Trifecta Capital Advisors, LLC
UNCHANGED4,3844,38400%$726.7K$895.3K+$168.6K2026-10-21
Oakmont Investment Advisors, Inc.
INCREASED4,3684,297+71+2%$712.2K$892.0K+$179.8K2026-10-21
Code Waechter LLC
DECREASED4,3655,142-777-15%$852.4K$891.4K+$38.9K2026-10-23
McGlone Suttner Wealth Management, Inc.
INCREASED4,3633,799+564+15%$629.6K$890.9K+$261.2K2026-10-13
Penney Financial, LLC
INCREASED4,3534,349+4+0%$720.8K$888.9K+$168.0K2026-10-20
Revisor Wealth Management LLC
INCREASED4,3424,177+165+4%$692.3K$968.0K+$275.7K2026-10-20
XY Planning Network, Inc.
INCREASED4,3373,640+697+19%$603.3K$885.7K+$282.3K2026-10-14
LifeSteps Financial, Inc.
DECREASED4,3374,407-70-2%$730.4K$885.6K+$155.1K2026-10-15
WBI Investments, LLC
NEW4,332—+4,332——$884.6K—2026-11-05
Trek Financial, LLC
DECREASED4,31762,546-58,229-93%$10.4M$881.6K-$9.5M2026-10-29
Fiera Capital Corp
DECREASED4,3174,328-110%$717.4K$881.6K+$164.2K2026-11-06
Northern Financial Advisors Inc
DECREASED4,3084,310-20%$714.4K$879.8K+$165.4K2026-10-29
Rubicon Advisors, GP
INCREASED4,2934,246+47+1%$703.8K$876.6K+$172.8K2026-10-23
AMI Asset Management Corp
INCREASED4,2854,254+31+1%$705.1K$875.0K+$169.9K2026-10-20
Crumly & Associates Inc.
INCREASED4,2793,949+330+8%$654.6K$873.8K+$219.2K2026-10-07
Foguth Wealth Management, Llc.
INCREASED4,2794,203+76+2%$797.3K$962.8K+$165.5K2026-10-19
Collective Family Office LLC
DECREASED4,2674,755-488-10%$788.2K$871.4K+$83.3K2026-10-05
First Growth Capital LLC
DECREASED4,2664,339-73-2%$719.2K$871.2K+$151.9K2026-10-15
Gemmer Asset Management LLC
INCREASED4,2544,207+47+1%$697.4K$868.7K+$171.3K2026-10-16
Financial Partners Group, Inc
INCREASED4,2544,217+37+1%$699.1K$868.8K+$169.7K2026-10-19
Stiles Financial Services Inc
DECREASED4,2504,302-52-1%$713.1K$867.8K+$154.8K2026-10-30
AF Advisors, Inc.
UNCHANGED4,2504,25000%$704.5K$867.9K+$163.4K2026-11-06
Athena Wealth Management, LLC
DECREASED4,2344,517-283-6%$748.8K$864.5K+$115.8K2026-10-09
Sacks & Associates, LLC
INCREASED4,2144,205+9+0%$827.6K$860.5K+$32.9K2026-10-09
Fractal Investments LLC
UNCHANGED4,2004,20000%$696.2K$857.7K+$161.5K2026-10-28
Evansbrook LLC
INCREASED4,1993,981+218+5%$660.0K$857.4K+$197.5K2026-10-16
Vaquero Private Wealth, LTD
INCREASED4,1864,184+2+0%$693.5K$854.9K+$161.4K2026-10-27
Cane Capital Partners, LLC
DECREASED4,1764,437-261-6%$735.5K$852.8K+$117.3K2026-10-23
Prosperity Financial Group, Inc.
DECREASED4,1674,279-112-3%$709.3K$851.0K+$141.7K2026-10-29
Prentice Wealth Management LLC
DECREASED4,1664,474-308-7%$741.6K$850.7K+$109.1K2026-10-20
Vaughan & Co Securities, Inc.
DECREASED4,1654,186-210%$693.9K$850.5K+$156.7K2026-10-23
W.H. Cornerstone Investments Inc.
DECREASED4,1564,305-149-3%$713.5K$848.7K+$135.2K2026-11-03
RS Crum Inc.
UNCHANGED4,1414,14100%$686.4K$845.6K+$159.2K2026-10-19
Kingdom Financial Group Llc.
INCREASED4,1213,442+679+20%$570.5K$841.5K+$271.0K2026-11-04
Channel Wealth LLC
INCREASED4,1194,059+60+1%$672.9K$841.2K+$168.3K2026-11-06
Altiora Financial Group, LLC
UNCHANGED4,1124,11200%$681.6K$839.7K+$158.1K2026-11-04
Syverson Strege & Co
DECREASED4,0984,579-481-10%$759.0K$836.9K+$77.9K2026-11-02
DWR Wealth Management, LLC
UNCHANGED4,0914,09100%$689.2K$836.2K+$146.9K2026-10-13
Steph & Co
INCREASED4,0854,021+64+2%$666.5K$834.2K+$167.7K2026-10-07
Baker Boyer National Bank
DECREASED4,0764,206-130-3%$697.2K$832.4K+$135.2K2026-11-05
Northbridge Financial Group, LLC
INCREASED4,0723,776+296+8%$625.9K$845.3K+$219.4K2026-11-05
CPA Asset Management Group, LLC
INCREASED4,0724,058+14+0%$672.6K$831.4K+$158.9K2026-10-26
High Note Wealth, LLC
INCREASED4,0663,696+370+10%$612.6K$830.3K+$217.7K2026-10-27
Hardin Capital Partners, LLC
DECREASED4,0645,097-1,033-20%$849.1K$829.9K-$19.2K2026-10-09
LJI Wealth Management, LLC
INCREASED4,0594,009+50+1%$664.5K$828.9K+$164.4K2026-10-28
Isthmus Partners, LLC
INCREASED4,0243,124+900+29%$517.8K$821.7K+$303.9K2026-10-21
ACT Wealth Management, LLC
DECREASED4,0224,133-111-3%$685.1K$821.4K+$136.3K2026-10-09
LeConte Wealth Management, LLC
DECREASED4,0174,112-95-2%$681.6K$820.3K+$138.7K2026-10-20
Pacifica Partners Inc.
UNCHANGED4,0144,01400%$679.1K$831.5K+$152.4K2026-10-09
First National Bank of Mount Dora, Trust Investment Services
DECREASED4,0084,106-98-2%$680.6K$818.5K+$137.9K2026-10-21
Peoples Bank
UNCHANGED4,0064,00600%$664.0K$818.1K+$154.0K2026-10-09
Boit C F David
UNCHANGED4,0004,00000%$663.0K$816.8K+$153.8K2026-10-29
Professional Advisory Services Inc
UNCHANGED4,0004,00000%$663.0K$817.0K+$154.0K2026-10-08
Matthew Goff Investment Advisor, LLC
DECREASED3,9974,080-83-2%$676.3K$816.3K+$139.9K2026-10-13
Financial Consulate, Inc
INCREASED3,9943,900+94+2%$646.4K$815.7K+$169.3K2026-10-23
Patrick M Sweeney & Associates, Inc
INCREASED3,9933,942+51+1%$653.4K$815.4K+$162.0K2026-10-22
Endeavor Private Wealth, Inc.
INCREASED3,9863,508+478+14%$581.5K$814.1K+$232.6K2026-11-05
SeaBridge Investment Advisors LLC
DECREASED3,9704,008-38-1%$664.3K$810.6K+$146.3K2026-11-02
Kennebec Savings Bank
INCREASED3,9613,895+66+2%$645.6K$808.9K+$163.2K2026-10-22
Towne Trust Company, N.a
DECREASED3,9515,135-1,184-23%$851.2K$806.8K-$44.3K2026-10-28
Destiny Wealth Partners, LLC
NEW3,935—+3,935——$896.2K—2026-11-05
Altfest L J & Co Inc
UNCHANGED3,9343,93400%$652.1K$803.5K+$151.4K2026-10-27
Benchmark Financial Wealth Advisors, LLC
INCREASED3,9303,470+460+13%$575.2K$802.6K+$227.4K2026-10-20
Aspen Wealth Management LLC
DECREASED3,9303,978-48-1%$659.4K$802.5K+$143.0K2026-10-14
AUA Capital Management, LLC
UNCHANGED3,9153,91500%$649.0K$799.5K+$150.5K2026-10-15
Warm Springs Advisors Inc.
UNCHANGED3,9113,91100%$648.3K$798.7K+$150.4K2026-10-28
Washington Trust Advisors, Inc.
DECREASED3,9104,045-135-3%$670.5K$798.5K+$128.0K2026-10-22
Maryland Capital Advisors Inc.
INCREASED3,9093,859+50+1%$639.7K$798.3K+$158.6K2026-10-15
Dumont & Blake Investment Advisors LLC
DECREASED3,9063,916-100%$649.1K$797.6K+$148.5K2026-10-28
BankPlus Wealth Management LLC
DECREASED3,9063,911-50%$648.5K$797.7K+$149.3K2026-10-13
Hibernia Wealth Partners, LLC
INCREASED3,9033,565+338+9%$590.9K$797.1K+$206.3K2026-10-29
Tsfg, LLC
DECREASED3,9024,462-560-13%$740.0K$797.0K+$57.0K2026-10-23
Elevation Wealth Partners, LLC
INCREASED3,9023,872+30+1%$641.8K$796.8K+$155.0K2026-10-07
RED Lighthouse Investment Management, LLC
INCREASED3,9013,894+7+0%$645.5K$796.6K+$151.2K2026-11-02
Miller Financial Services LLC
UNCHANGED3,8873,88700%$644.3K$793.8K+$149.5K2026-10-20
Paragon Capital Management Ltd
INCREASED3,8843,872+12+0%$641.8K$793.1K+$151.3K2026-10-09
TCP Asset Management, LLC
INCREASED3,8683,852+16+0%$638.5K$799.5K+$161.0K2026-10-14
Huntleigh Advisors, Inc.
DECREASED3,8644,054-190-5%$672.1K$789.2K+$117.1K2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
INCREASED3,8563,400+456+13%$563.5K$787.4K+$223.9K2026-10-15
Security National Bank
INCREASED3,8493,839+10+0%$636.4K$786.0K+$149.7K2026-10-26
Clark & Stuart, Inc
DECREASED3,8333,858-25-1%$639.5K$782.7K+$143.2K2026-10-14
BAM Wealth Management, LLC
INCREASED3,8303,703+127+3%$613.8K$782.1K+$168.3K2026-10-15
Aljian Capital Management, LLC
INCREASED3,8293,827+2+0%$634.4K$781.9K+$147.6K2026-10-28
Eagle Strategies LLC
INCREASED3,8123,668+144+4%$608.1K$778.5K+$170.5K2026-10-16
Fiduciary Family Office, LLC
DECREASED3,8113,932-121-3%$651.8K$778.2K+$126.5K2026-11-04
Jm2 Capital Inc.
DECREASED3,8083,817-90%$632.7K$777.6K+$144.9K2026-10-14
Avondale Wealth Management
UNCHANGED3,7973,79700%$629.4K$775.4K+$146.0K2026-10-15
Jones Kertz & Associates, Inc.
UNCHANGED3,7933,79300%$628.7K$774.6K+$145.8K2026-10-28
Cottonwood Capital Advisors, LLC
INCREASED3,7883,767+21+1%$624.5K$773.6K+$149.1K2026-10-20
ProVise Management Group, LLC
DECREASED3,7874,713-926-20%$781.2K$773.3K-$7.9K2026-11-06
Bangor Savings Bank
DECREASED3,7803,916-136-3%$649.1K$772.0K+$122.8K2026-10-06
Pension & Wealth Management Advisors, Inc.
INCREASED3,7772,338+1,439+62%$387.6K$771.4K+$383.9K2026-10-16
Bright Financial Advisors, Inc.
DECREASED3,7753,980-205-5%$659.7K$770.9K+$111.2K2026-10-23
Targeted Financial Services LLC
UNCHANGED3,7663,76600%$624.3K$769.1K+$144.8K2026-10-19
Signature Wealth Management Partners, LLC
INCREASED3,7633,712+51+1%$615.4K$768.5K+$153.2K2026-10-21
Argentarii, LLC
INCREASED3,7583,744+14+0%$736.2K$767.4K+$31.1K2026-10-28
Traveka Wealth, LLC
INCREASED3,7503,019+731+24%$500.4K$765.7K+$265.3K2026-10-19
Sather Financial Group Inc
DECREASED3,7494,020-271-7%$666.4K$765.6K+$99.2K2026-10-30
Saxon Interests, Inc.
DECREASED3,73412,061-8,327-69%$2.0M$762.5K-$1.2M2026-10-26
Johnson & White Wealth Management, LLC
INCREASED3,7233,722+1+0%$617.0K$760.3K+$143.3K2026-11-03
Gilpin Wealth Management, LLC
DECREASED3,7043,739-35-1%$619.8K$756.4K+$136.6K2026-10-09
StoryOne LLC
INCREASED3,7021,789+1,913+107%$296.5K$756.0K+$459.4K2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
DECREASED3,6983,820-122-3%$633.2K$755.1K+$121.9K2026-11-02
Wedge Capital Management L L P
INCREASED3,6973,300+397+12%$547.0K$755.0K+$208.0K2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED3,6942,944+750+25%$488.1K$754.5K+$266.4K2026-10-09
Prevail Innovative Wealth Advisors, LLC
INCREASED3,6832,138+1,545+72%$354.5K$755.5K+$401.0K2026-10-20
Flower City Capital
UNCHANGED3,6833,68300%$610.5K$752.1K+$141.6K2026-10-15
Legacy Financial Independent Advisors LLC
DECREASED3,67814,850-11,172-75%$2.5M$751.1K-$1.7M2026-11-02
Spinnaker Investment Group, LLC
INCREASED3,6713,415+256+8%$566.1K$749.7K+$183.6K2026-10-13
Sterling Wealth Management, Inc.
UNCHANGED3,6683,66800%$608.0K$749.0K+$141.0K2026-10-23
WealthTrust Asset Management, LLC
INCREASED3,6512,917+734+25%$483.5K$745.5K+$262.0K2026-10-22
ShoreHaven Wealth Partners, LLC
INCREASED3,6513,248+403+12%$538.4K$745.6K+$207.2K2026-10-16
Ferguson Shapiro LLC
INCREASED3,6513,561+90+3%$590.3K$745.6K+$155.3K2026-10-16
Chatham Capital Group, Inc.
INCREASED3,6453,471+174+5%$575.4K$744.3K+$169.0K2026-10-16
Ullmann Wealth Partners Group, LLC
INCREASED3,6373,615+22+1%$599.1K$742.7K+$143.5K2026-11-02
Madson Wealth Advisors Inc
UNCHANGED3,6343,63400%$602.3K$742.2K+$139.9K2026-10-13
Opus Capital Group, LLC
INCREASED3,6303,166+464+15%$525.0K$741.0K+$216.0K2026-10-30
Firethorn Wealth Partners, LLC
INCREASED3,6233,499+124+4%$579.9K$739.9K+$159.9K2026-10-14
Advisory Resource Group
DECREASED3,6063,615-90%$599.2K$736.3K+$137.0K2026-10-26
Collaborative Fund Advisors, LLC
NEW3,605—+3,605——$736.2K—2026-11-02
SBK Financial, Inc.
DECREASED3,6004,500-900-20%$745.9K$735.2K-$10.8K2026-11-02
McBroom & Associates, LLC
UNCHANGED3,5973,59700%$596.2K$734.5K+$138.3K2026-10-29
Artesa Financial Group, LLC
DECREASED3,5753,737-162-4%$619.4K$730.0K+$110.6K2026-10-29
Abacus Planning Group, Inc.
INCREASED3,5713,560+11+0%$590.1K$729.2K+$139.1K2026-11-02
Fidelity D & D Bancorp Inc
UNCHANGED3,5713,57100%$591.9K$729.2K+$137.3K2026-11-05
Corps Capital Advisors, LLC
UNCHANGED3,5693,56900%$591.6K$728.9K+$137.3K2026-11-05
Wealthcare Capital Partners, LLC
INCREASED3,5583,255+303+9%$539.6K$726.6K+$186.9K2026-10-21
Elmwood Wealth Management, Inc.
INCREASED3,5563,547+9+0%$587.9K$726.3K+$138.4K2026-10-14
Blodgett Wealth Advisors, LLC
DECREASED3,5533,571-180%$591.9K$725.5K+$133.6K2026-10-23
St. Louis Trust Co
UNCHANGED3,5533,55300%$2.5M$725.6K-$1.8M2026-11-03
Montz Harcus Wealth Management LLC
INCREASED3,5413,502+39+1%$580.4K$723.0K+$142.6K2026-10-09
Berman McAleer LLC
DECREASED3,5383,543-50%$587.3K$722.5K+$135.2K2026-10-16
Asio Capital, LLC
NEW3,535—+3,535——$721.9K—2026-10-19
Carderock Capital Management Inc
DECREASED3,5323,582-50-1%$593.8K$721.3K+$127.5K2026-10-22
Kelly Financial Services LLC
INCREASED3,5243,361+163+5%$557.1K$719.6K+$162.5K2026-10-20
Avail Investment Partners, LLC
INCREASED3,5213,512+9+0%$582.2K$719.1K+$136.9K2026-10-16
Gruss & Co., LLC
NEW3,500—+3,500——$714.7K—2026-11-02
Parkside Investments, LLC
DECREASED3,5004,000-500-12%$663.0K$714.7K+$51.7K2026-10-20
Greenup Street Wealth Management LLC
INCREASED3,4962,473+1,023+41%$409.9K$714.0K+$304.1K2026-10-28
BNB Wealth Management, LLC
DECREASED3,4953,600-105-3%$596.7K$713.7K+$117.0K2026-10-28
Gibson Capital, LLC
DECREASED3,4814,352-871-20%$721.3K$710.9K-$10.5K2026-10-23
Affinity Capital Advisors, LLC
DECREASED3,4713,606-135-4%$606.2K$735.9K+$129.7K2026-10-13
Renaissance Investment Group LLC
UNCHANGED3,4703,47000%$575.2K$708.6K+$133.4K2026-10-28
Holcombe Financial, Inc.
UNCHANGED3,4683,46800%$574.9K$708.2K+$133.3K2026-10-16
Mindset Wealth Management, LLC
DECREASED3,4633,644-181-5%$604.0K$707.2K+$103.2K2026-10-19
RVW Wealth, LLC
DECREASED3,4633,467-40%$574.7K$707.2K+$132.5K2026-10-06
Rose Capital Advisors LLC
NEW3,447—+3,447——$704.1K—2026-11-04
LifeGoal Investments, LLC
INCREASED3,4473,037+410+14%$503.4K$704.0K+$200.5K2026-10-09
Brucke Financial, Inc.
INCREASED3,4392,385+1,054+44%$395.3K$702.2K+$306.9K2026-10-23
Ledgewood Wealth Advisors, LLC
UNCHANGED3,4373,43700%$569.7K$701.9K+$132.2K2026-10-09
Seven Hills Financial, LLC
NEW3,435—+3,435——$701.5K—2026-10-13
McElhenny Sheffield Capital Management, LLC
INCREASED3,4333,245+188+6%$537.9K$701.1K+$163.2K2026-11-06
Earned Wealth Advisors, LLC
INCREASED3,4262,825+601+21%$468.3K$699.7K+$231.4K2026-11-06
Tucker Asset Management LLC
INCREASED3,4262,949+477+16%$488.8K$699.7K+$210.9K2026-10-29
Integrity Wealth Advisors, Inc.
NEW3,411—+3,411——$696.6K—2026-10-29
Belleair Asset Management, LLC
UNCHANGED3,4113,41100%$565.4K$696.6K+$131.2K2026-11-03
Signature Equity Partners, LLC
INCREASED3,4043,209+195+6%$532.0K$695.1K+$163.1K2026-10-29
BetterWealth, LLC
DECREASED3,3993,648-249-7%$604.7K$694.1K+$89.4K2026-10-15
Guinness Atkinson Asset Management Inc
DECREASED3,3973,472-75-2%$575.5K$693.7K+$118.2K2026-11-05
Innova Wealth Partners
DECREASED3,3943,399-50%$563.5K$693.1K+$129.6K2026-10-21
Northwest Wealth Management, LLC
INCREASED3,3932,819+574+20%$467.3K$692.9K+$225.7K2026-10-30
Community Financial Services Group, LLC
INCREASED3,3923,129+263+8%$518.4K$702.5K+$184.0K2026-10-15
Reaves W H & Co Inc
DECREASED3,3883,416-28-1%$566.2K$691.9K+$125.6K2026-11-06
Vista Investment Partners II, LLC
DECREASED3,3824,076-694-17%$675.7K$690.7K+$15.0K2026-10-15
KDK Private Wealth Management, LLC
INCREASED3,3763,350+26+1%$555.3K$689.4K+$134.1K2026-11-03
Floyd Financial Group LLC
INCREASED3,3743,364+10+0%$611.4K$734.6K+$123.2K2026-10-28
Sunbeam Capital Management, LLC
DECREASED3,3573,621-264-7%$600.2K$685.6K+$85.4K2026-11-05
Gould Asset Management LLC
UNCHANGED3,3543,35400%$556.0K$684.9K+$129.0K2026-11-06
Westside Investment Management, Inc.
INCREASED3,3383,241+97+3%$537.2K$682.5K+$145.2K2026-11-02
Wagner Wealth Management, Corp
NEW3,332—+3,332——$680.4K—2026-10-20
Ares Financial Consulting, LLC
INCREASED3,3283,231+97+3%$535.5K$679.7K+$144.2K2026-10-19
HWG Holdings LP
INCREASED3,3263,316+10+0%$549.7K$679.2K+$129.5K2026-10-08
Mainsail Asset Management, LLC
INCREASED3,3193,088+231+7%$578.6K$688.9K+$110.3K2026-10-14
Sterling Group Wealth Management, LLC
DECREASED3,3193,326-70%$551.4K$677.7K+$126.4K2026-11-03
Achmea Investment Management B.V.
NEW3,311—+3,311——$676.7K—2026-10-30
55 North Private Wealth, LLC
INCREASED3,3023,210+92+3%$532.1K$674.3K+$142.2K2026-10-20
Kuhn & Co Investment Counsel
INCREASED3,2992,802+497+18%$464.5K$673.7K+$209.2K2026-10-29
Barry Investment Advisors, LLC
DECREASED3,2983,323-25-1%$550.8K$673.5K+$122.7K2026-10-14
Amplius Wealth Advisors, LLC
INCREASED3,2953,114+181+6%$516.2K$672.9K+$156.7K2026-10-20
Arta Finance Wealth Management LLC
DECREASED3,2823,438-156-5%$569.9K$670.2K+$100.3K2026-10-28
Advisortrust Partners, LLC
INCREASED3,2772,645+632+24%$438.4K$669.2K+$230.8K2026-11-02
Midwest Financial Group LLC
DECREASED3,2713,351-80-2%$555.4K$668.0K+$112.6K2026-10-15
MW Advisory, LLC
INCREASED3,2642,977+287+10%$493.5K$666.5K+$173.1K2026-10-19
First Bancorp, Inc
INCREASED3,2363,176+60+2%$526.5K$660.8K+$134.4K2026-10-26
Salomon & Ludwin, LLC
DECREASED3,2253,293-68-2%$545.6K$658.6K+$113.0K2026-10-29
Kestra Investment Management, LLC
DECREASED3,2215,795-2,574-44%$960.5K$657.8K-$302.8K2026-11-04
Horizon Wealth Management, LLC
INCREASED3,2203,181+39+1%$527.3K$657.7K+$130.4K2026-11-02
Adelphi Trust Co
INCREASED3,2193,067+152+5%$508.4K$657.4K+$149.0K2026-10-05
W Advisors, LLC
UNCHANGED3,2183,21800%$533.5K$657.2K+$123.8K2026-11-02
American National Bank of Texas
DECREASED3,2103,269-59-2%$541.9K$655.5K+$113.6K2026-10-07
Quantum Financial Advisors, LLC
INCREASED3,2083,094+114+4%$512.9K$655.1K+$142.2K2026-11-03
Invenio Wealth Partners LLC
DECREASED3,2043,262-58-2%$540.7K$654.3K+$113.6K2026-10-20
Invested Advisors
DECREASED3,2043,211-70%$532.3K$654.3K+$122.0K2026-10-23
Odyssey Capital Advisors, Inc.
DECREASED3,2013,365-164-5%$557.8K$653.7K+$95.9K2026-10-26
Trust Co of the South
INCREASED3,1962,996+200+7%$496.6K$652.7K+$156.0K2026-10-21
New Perspectives, Inc
INCREASED3,1882,276+912+40%$377.3K$651.1K+$273.8K2026-10-14
Blue Water Asset Management
INCREASED3,1753,151+24+1%$522.3K$648.5K+$126.1K2026-11-04
Convergence Investment Partners, LLC
DECREASED3,1753,180-50%$527.1K$648.4K+$121.3K2026-10-28
Global X Japan Co., Ltd.
DECREASED3,1723,173-10%$526.0K$647.8K+$121.8K2026-10-21
Renasant Bank
DECREASED3,1663,184-18-1%$527.8K$646.5K+$118.7K2026-11-05
WealthBridge Capital Management, LLC
INCREASED3,1423,139+3+0%$520.4K$641.6K+$121.3K2026-10-16
Allegiance Financial Group Advisory Services LLC
INCREASED3,1383,063+75+2%$507.7K$640.8K+$133.1K2026-11-02
Phoenix Wealth Advisors
UNCHANGED3,1293,12900%$518.6K$638.9K+$120.3K2026-11-03
West Bancorporation Inc
INCREASED3,1232,863+260+9%$474.6K$637.7K+$163.2K2026-10-29
LiftPoint Family Wealth Advisors LLC
DECREASED3,1143,122-80%$517.5K$635.9K+$118.4K2026-11-03
CJM Wealth Advisers, Ltd.
DECREASED3,1123,133-21-1%$519.3K$635.6K+$116.3K2026-10-27
Wise Wealth Partners
INCREASED3,1053,100+5+0%$513.8K$634.0K+$120.2K2026-10-14
Hardworking Capital Advisors, LLC
NEW3,104—+3,104——$633.9K—2026-10-20
Scott Capital Advisors, LLC
NEW3,099—+3,099——$635.8K—2026-10-13
Summit Financial Strategies, Inc.
INCREASED3,0993,034+65+2%$502.9K$632.8K+$129.9K2026-10-14
Vanguard Capital Wealth Advisors
INCREASED3,0922,818+274+10%$467.1K$631.5K+$164.3K2026-10-16
Baron Wealth Management LLC
INCREASED3,0912,425+666+27%$401.9K$631.2K+$229.3K2026-10-27
Tranquility Partners, LLC
INCREASED3,0913,056+35+1%$506.5K$631.2K+$124.6K2026-10-20
Banyan Capital Management, Inc.
DECREASED3,0883,566-478-13%$591.1K$630.6K+$39.5K2026-11-05
MN Wealth Advisors, LLC
DECREASED3,0873,186-99-3%$528.1K$630.5K+$102.3K2026-10-23
J2 Capital Management Inc
DECREASED3,0863,110-24-1%$515.5K$630.2K+$114.7K2026-10-19
Prospera Capital Management, LLC
INCREASED3,0652,979+86+3%$500.8K$625.8K+$125.0K2026-10-19
RDA Financial Network
DECREASED3,0483,648-600-16%$604.7K$622.4K+$17.8K2026-10-15
Focused Wealth Management, Inc
INCREASED3,0452,928+117+4%$485.4K$621.9K+$136.5K2026-10-30
Byrne Asset Management LLC
DECREASED3,0233,051-28-1%$505.7K$626.1K+$120.3K2026-10-06
International Private Wealth Advisors LLC
INCREASED3,0212,915+106+4%$483.3K$616.9K+$133.7K2026-11-05
Aufman Associates Inc
INCREASED3,0172,949+68+2%$488.8K$616.3K+$127.5K2026-11-04
Tempus Wealth Planning, LLC
DECREASED3,0146,112-3,098-51%$1.0M$615.6K-$397.5K2026-10-14
Crown Wealth Group, LLC
INCREASED3,0132,878+135+5%$477.1K$615.3K+$138.2K2026-10-19
Aspire Private Capital, LLC
NEW3,011—+3,011——$614.9K—2026-11-05
Navigate Wealth Management, LLC
DECREASED3,0113,031-20-1%$567.9K$638.3K+$70.3K2026-10-14
Cadent Capital Advisors, LLC
INCREASED3,0112,999+12+0%$497.2K$614.8K+$117.6K2026-10-09
Physician Wealth Advisors, Inc.
INCREASED3,0052,872+133+5%$476.1K$613.7K+$137.7K2026-10-20
Beacon Financial Advisory LLC
INCREASED2,9972,663+334+13%$441.4K$612.1K+$170.7K2026-10-16
Spartan Planning & Wealth Management
INCREASED2,9912,509+482+19%$415.9K$610.7K+$194.8K2026-10-13
Eukles Asset Management
DECREASED2,9802,982-20%$494.3K$608.5K+$114.2K2026-11-04
First Business Financial Services, Inc.
DECREASED2,9723,069-97-3%$508.7K$606.9K+$98.2K2026-10-29
Ddfg, Inc
INCREASED2,9712,965+6+0%$491.5K$606.7K+$115.2K2026-10-15
Cabot Wealth Management Inc
UNCHANGED2,9682,96800%$492.0K$606.1K+$114.1K2026-11-05
Hara Capital LLC
UNCHANGED2,9662,96600%$491.6K$605.7K+$114.0K2026-10-30
Visionary Horizons, LLC
INCREASED2,9622,930+32+1%$485.7K$605.0K+$119.3K2026-10-22
Optima Capital LLC
DECREASED2,9593,608-649-18%$598.1K$604.3K+$6.3K2026-10-29
Sprinkle Financial Consultants LLC
DECREASED2,9533,423-470-14%$567.4K$603.1K+$35.7K2026-10-09
Private Client Services, LLC
INCREASED2,9512,692+259+10%$446.2K$602.6K+$156.4K2026-10-02
Copeland Capital Management, LLC
NEW2,950—+2,950——$602.4K—2026-10-13
Canton Hathaway, LLC
UNCHANGED2,9372,93700%$486.8K$599.8K+$112.9K2026-10-23
Prairie Advisory, LLC
INCREASED2,9301,462+1,468+100%$242.3K$598.4K+$356.1K2026-10-19
Yoffe Investment Management, LLC
UNCHANGED2,9272,92700%$485.1K$597.6K+$112.5K2026-11-02
Worthington Financial Partners, LLC
UNCHANGED2,9242,92400%$484.7K$597.1K+$112.4K2026-10-13
Ameliora Wealth Management Ltd.
UNCHANGED2,9232,92300%$484.5K$596.9K+$112.4K2026-10-23
Clarity Wealth Advisors, LLC
DECREASED2,9203,372-452-13%$559.0K$596.4K+$37.4K2026-10-21
Alliance Wealth Advisors, LLC
INCREASED2,9162,563+353+14%$424.8K$595.6K+$170.7K2026-10-28
Compagnie Lombard Odier SCmA
INCREASED2,9102,640+270+10%$437.6K$594.3K+$156.6K2026-11-04
Sage Rhino Capital LLC
DECREASED2,9102,915-50%$483.2K$594.3K+$111.1K2026-10-28
IVC Wealth Advisors LLC
DECREASED2,8883,092-204-7%$512.5K$589.8K+$77.2K2026-10-23
Lesa Sroufe & Co
UNCHANGED2,8882,88800%$479.0K$590.0K+$111.0K2026-10-29
Smith Partners Wealth Management, LLC
INCREASED2,8872,805+82+3%$465.0K$589.6K+$124.6K2026-11-05
Buck Wealth Strategies, LLC
DECREASED2,8843,243-359-11%$537.6K$588.9K+$51.3K2026-10-28
Appleton Partners Inc
INCREASED2,8812,490+391+16%$413.0K$588.0K+$175.0K2026-10-30
American Institute for Advanced Investment Management, LLP
INCREASED2,8812,641+240+9%$437.8K$588.3K+$150.6K2026-11-03
Fragasso Financial Advisors Inc
INCREASED2,8772,715+162+6%$450.0K$609.9K+$159.9K2026-10-13
Bosman Wealth Management, LLC
UNCHANGED2,8772,87700%$476.9K$587.5K+$110.6K2026-10-28
Seelaus Asset Management LLC
INCREASED2,8502,470+380+15%$409.4K$530.1K+$120.7K2026-10-14
LBP AM SA
DECREASED2,8396,287-3,448-55%$1.0M$579.8K-$462.4K2026-11-06
Archvest Wealth Advisors, Inc.
INCREASED2,8372,461+376+15%$407.9K$579.4K+$171.5K2026-10-29
Tuttle Capital Management, LLC
NEW2,836—+2,836——$579.1K—2026-10-21
TSG Advice Partners, LLC
NEW2,834—+2,834——$469.8K—2026-10-29
RTD Financial Advisors, Inc.
UNCHANGED2,8342,83400%$469.8K$578.7K+$109.0K2026-10-09
Well Done, LLC
INCREASED2,8332,799+34+1%$464.0K$578.5K+$114.6K2026-10-20
New England Capital Financial Advisors LLC
INCREASED2,8322,829+3+0%$468.9K$578.2K+$109.4K2026-11-03
Decker Wealth Management LLC
DECREASED2,8252,857-32-1%$473.6K$576.9K+$103.3K2026-10-09
PFC Capital Group, Inc.
DECREASED2,8203,160-340-11%$523.0K$575.9K+$52.9K2026-11-06
Compass Financial Group, Inc
INCREASED2,8032,316+487+21%$383.9K$572.4K+$188.4K2026-10-13
Bellecapital International Ltd.
NEW2,792—+2,792——$570.2K—2026-10-21
Grey Fox Wealth Advisors, LLC
INCREASED2,7912,623+168+6%$434.7K$569.9K+$135.1K2026-11-03
Mcrae Capital Management Inc
DECREASED2,7753,609-834-23%$598.3K$566.9K-$31.4K2026-10-15
Triumph Capital Management
INCREASED2,7702,411+359+15%$399.7K$565.7K+$166.0K2026-10-14
Alliance Wealth Advisors, LLC
INCREASED2,7692,758+11+0%$457.1K$565.5K+$108.4K2026-10-14
Redwood Financial Network Corp
UNCHANGED2,7652,76500%$458.3K$564.7K+$106.4K2026-11-03
Arkfeld Wealth Strategies, L.L.C.
DECREASED2,7612,963-202-7%$498.0K$566.4K+$68.4K2026-10-19
Triune Financial Partners, LLC
INCREASED2,7602,731+29+1%$452.7K$563.7K+$111.0K2026-11-03
GK Wealth Management LLC
DECREASED2,7513,297-546-17%$546.5K$561.7K+$15.3K2026-10-09
Vision Financial Markets LLC
DECREASED2,7502,953-203-7%$489.2K$566.6K+$77.4K2026-10-22
CPC Advisors, LLC
INCREASED2,7461,225+1,521+124%$203.0K$560.8K+$357.8K2026-10-21
Sterling Investment Counsel, LLC
INCREASED2,7382,046+692+34%$339.1K$559.1K+$220.0K2026-10-19
Syntegra Private Wealth Group, LLC
INCREASED2,7292,427+302+12%$402.3K$557.4K+$155.1K2026-10-13
Nolet Wealth Management, LLC
INCREASED2,7232,702+21+1%$447.9K$556.0K+$108.2K2026-10-15
Heritage Wealth Management, Inc.
DECREASED2,7192,727-80%$452.0K$555.2K+$103.2K2026-10-27
Adkins Seale Capital Management LLC
UNCHANGED2,7072,70700%$448.7K$552.8K+$104.1K2026-10-27
Schear Investment Advisers, LLC
DECREASED2,7069,701-6,995-72%$1.6M$552.5K-$1.1M2026-10-14
Tempo Wealth, LLC
INCREASED2,7061,962+744+38%$325.2K$552.5K+$227.3K2026-10-14
Xcel Wealth Management, LLC
DECREASED2,7042,821-117-4%$467.6K$552.2K+$84.6K2026-10-26
Carlson Financial, Inc.
INCREASED2,7032,681+22+1%$444.5K$551.9K+$107.4K2026-11-05
Pettinga Financial Advisors LLC
INCREASED2,6922,687+5+0%$445.4K$549.8K+$104.4K2026-10-13
TFC Financial Management, Inc.
UNCHANGED2,6912,69100%$446.1K$549.6K+$103.5K2026-10-26
K2 Financial Inc.
INCREASED2,6832,678+5+0%$450.2K$576.8K+$126.5K2026-10-26
Gibraltar Capital Management, Inc.
INCREASED2,6792,381+298+13%$394.7K$547.1K+$152.4K2026-10-27
Clear Wave Wealth Management LLC
INCREASED2,6632,630+33+1%$435.9K$543.8K+$107.9K2026-11-04
Princeton Capital Management LLC
DECREASED2,6622,691-29-1%$446.1K$543.6K+$97.5K2026-10-27
Adamsbrown Wealth Consultants LLC
INCREASED2,6592,637+22+1%$437.2K$543.1K+$105.9K2026-10-20
Heritage Wealth Management, Inc. s
INCREASED2,6522,641+11+0%$437.7K$541.5K+$103.8K2026-11-06
West Wealth Group, LLC
INCREASED2,6512,429+222+9%$402.7K$541.4K+$138.6K2026-10-14
Triton Wealth Management, Pllc
DECREASED2,6512,751-100-4%$484.1K$597.3K+$113.1K2026-11-04
MRA Advisory Group
DECREASED2,6509,706-7,056-73%$1.6M$541.1K-$1.1M2026-10-07
Deltec Asset Management LLC
UNCHANGED2,6502,65000%$439.3K$541.2K+$101.9K2026-10-26
Smith Shellnut Wilson LLC
UNCHANGED2,6492,64900%$439.1K$541.0K+$101.9K2026-10-21
Montis Financial, LLC
DECREASED2,6463,329-683-21%$551.8K$540.3K-$11.5K2026-11-04
McHugh Group, LLC
UNCHANGED2,6452,64500%$438.4K$540.1K+$101.7K2026-10-19
bLong Financial, LLC
UNCHANGED2,6402,64000%$437.6K$539.1K+$101.5K2026-10-29
Holland Advisory Services, Inc.
DECREASED2,6272,689-62-2%$445.8K$536.6K+$90.8K2026-10-26
Vestia Personal Wealth Advisors
INCREASED2,6212,323+298+13%$385.0K$535.3K+$150.3K2026-10-20
Trust Co
DECREASED2,6032,731-128-5%$452.7K$531.6K+$78.9K2026-10-09
Plante Moran Financial Advisors, LLC
INCREASED2,6022,405+197+8%$398.7K$531.4K+$132.7K2026-11-04
Jacobsen Capital Management
DECREASED2,6022,626-24-1%$435.3K$531.4K+$96.1K2026-10-27
RW Investment Management LLC
INCREASED2,6002,435+165+7%$403.6K$530.9K+$127.3K2026-11-03
Towercrest Capital Management
UNCHANGED2,5992,59900%$430.8K$530.7K+$99.9K2026-10-23
Hidden Cove Wealth Management, LLC
DECREASED2,5942,646-52-2%$438.7K$529.8K+$91.1K2026-10-19
Crane Advisory, LLC
UNCHANGED2,5882,58800%$475.8K$534.3K+$58.5K2026-10-13
Obsidian CIO, LLC
INCREASED2,5842,317+267+12%$384.0K$527.7K+$143.7K2026-11-05
Providence First Trust Co
NEW2,578—+2,578——$526.5K—2026-11-02
Good Harbor Advisors, Inc.
DECREASED2,5722,754-182-7%$456.7K$525.4K+$68.7K2026-10-20
Solidarity Wealth, LLC
INCREASED2,5722,409+163+7%$399.3K$525.2K+$125.9K2026-10-15
Voisard Asset Management Group, Inc.
INCREASED2,5692,430+139+6%$402.8K$524.6K+$121.8K2026-10-13
Sentry LLC
DECREASED2,5672,997-430-14%$496.8K$524.2K+$27.4K2026-10-30
Fortress Financial Solutions, LLC
NEW2,559—+2,559——$522.5K—2026-10-14
Sylvest Advisors, LLC
DECREASED2,5542,577-23-1%$427.1K$521.5K+$94.4K2026-10-26
Capstone Wealth Management, LLC
INCREASED2,5512,334+217+9%$386.9K$520.9K+$134.1K2026-11-02
RIA Advisory Group LLC
DECREASED2,5512,610-59-2%$432.6K$520.9K+$88.2K2026-10-15
Apeiron RIA LLC
DECREASED2,5397,821-5,282-68%$1.3M$525.9K-$770.5K2026-10-08
Form Wealth Advisors, LLC
INCREASED2,5392,536+3+0%$420.4K$518.6K+$98.2K2026-10-13
Eddie Patel Inc
INCREASED2,5352,172+363+17%$360.0K$517.8K+$157.8K2026-11-02
Decision Investments, Inc
UNCHANGED2,5342,53400%$420.0K$517.5K+$97.4K2026-10-07
Total Investment Management Inc
UNCHANGED2,5222,52200%$496.4K$515.1K+$18.6K2026-10-22
Aafmaa Wealth Management & Trust LLC
DECREASED2,5102,513-30%$416.6K$512.6K+$96.0K2026-10-14
Western Financial Corp
INCREASED2,5032,495+8+0%$413.6K$511.1K+$97.5K2026-10-14
Harold Davidson & Associates Inc.
DECREASED2,5002,590-90-3%$429.3K$510.5K+$81.2K2026-10-29
Alliance Wealth Management Group
UNCHANGED2,4992,49900%$414.2K$510.3K+$96.1K2026-10-29
Richwood Investment Advisors, LLC
INCREASED2,4982,341+157+7%$388.0K$510.3K+$122.3K2026-10-30
Marks Group Wealth Management, Inc
DECREASED2,4966,419-3,923-61%$1.1M$509.8K-$554.2K2026-11-05
Holos Integrated Wealth LLC
DECREASED2,4922,550-58-2%$443.7K$559.2K+$115.4K2026-10-23
Factor Wealth Management LTD
INCREASED2,4852,479+6+0%$411.0K$507.4K+$96.5K2026-10-08
SoundView Advisors Inc.
UNCHANGED2,4812,48100%$411.0K$506.0K+$95.0K2026-11-04
Strategic Planning Group, LLC
NEW2,479—+2,479——$506.4K—2026-10-22
Canvas Wealth Advisors, LLC
DECREASED2,4782,510-32-1%$416.1K$573.6K+$157.5K2026-11-02
Midwest Heritage Bank, FSB
INCREASED2,4742,473+1+0%$410.0K$505.1K+$95.1K2026-10-26
AWM Capital, LLC
INCREASED2,4661,621+845+52%$268.7K$503.6K+$234.9K2026-10-16
DLK Investment Management, LLC
DECREASED2,4662,693-227-8%$421.2K$503.6K+$82.4K2026-10-09
111 Capital
DECREASED2,46517,765-15,300-86%$2.9M$503.4K-$2.4M2026-11-03
Capstone Wealth Management Group, Inc.
DECREASED2,4652,532-67-3%$419.7K$503.3K+$83.6K2026-10-19
Pathway Financial Advisors LLC
UNCHANGED2,4622,46200%$416.6K$502.8K+$86.2K2026-10-07
Quad-Cities Investment Group, LLC
INCREASED2,4601,529+931+61%$253.5K$502.3K+$248.8K2026-10-16
Red Mountain Financial, LLC
INCREASED2,4572,151+306+14%$356.5K$501.7K+$145.2K2026-11-03
Hoey Investments, Inc
INCREASED2,4572,230+227+10%$369.7K$501.7K+$131.9K2026-10-29
Mountain Capital Investment Advisors Inc.
INCREASED2,4562,377+79+3%$394.0K$501.5K+$107.5K2026-11-06
Willner & Heller, LLC
DECREASED2,4552,469-14-1%$409.3K$501.2K+$91.9K2026-10-28
Avaii Wealth Management, LLC
DECREASED2,4432,884-441-15%$478.0K$505.0K+$27.0K2026-10-09
AGH Wealth Advisors, LLC
DECREASED2,4332,821-388-14%$467.6K$496.8K+$29.2K2026-10-26
Sound Portfolio Advisors, LLC
UNCHANGED2,4322,43200%$403.1K$496.6K+$93.5K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED2,4312,432-10%$403.1K$496.5K+$93.4K2026-10-13
Key Client Fiduciary Advisors, LLC
DECREASED2,4292,433-40%$403.3K$496.1K+$92.8K2026-10-19
Gratus Wealth Advisors, LLC
INCREASED2,4282,371+57+2%$393.0K$495.8K+$102.8K2026-10-26
Slocum, Gordon & Co LLP
UNCHANGED2,4282,42800%$402.5K$495.8K+$93.4K2026-10-19
Owl Creek Wealth Partners LLC
INCREASED2,4272,402+25+1%$398.2K$495.6K+$97.5K2026-10-20
William Allan Corp
DECREASED2,4232,671-248-9%$442.7K$494.8K+$52.1K2026-10-14
Argos Wealth Advisors, LLC
DECREASED2,4232,463-40-2%$408.3K$494.8K+$86.5K2026-11-02
MinichMacGregor Wealth Management, LLC
INCREASED2,4202,398+22+1%$397.6K$494.3K+$96.7K2026-10-14
MKT Advisors LLC
DECREASED2,4172,482-65-3%$432.0K$511.2K+$79.2K2026-10-20
McLean Asset Management Corp
INCREASED2,4172,415+2+0%$475.4K$514.6K+$39.1K2026-11-06
Cahaba Wealth Management, Inc.
INCREASED2,4122,075+337+16%$344.0K$492.6K+$148.7K2026-10-26
Elser Financial Planning, Inc
INCREASED2,4042,365+39+2%$392.1K$491.0K+$98.9K2026-10-16
Worth Financial Advisory Group, LLC
DECREASED2,3952,619-224-9%$434.1K$489.1K+$55.0K2026-10-19
Legacy Financial Group, Inc.
INCREASED2,3912,071+320+15%$343.2K$488.2K+$145.0K2026-10-21
Beutel, Goodman & Co Ltd.
UNCHANGED2,3902,39000%$396.0K$488.0K+$92.0K2026-11-04
Richardson Financial Services Inc.
INCREASED2,3872,203+184+8%$365.2K$487.4K+$122.3K2026-10-30
Asset Advisors Investment Management, LLC
DECREASED2,3812,692-311-12%$446.2K$486.2K+$40.0K2026-10-19
BancFirst Trust & Investment Management
DECREASED2,3622,849-487-17%$480.0K$482.7K+$2.8K2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED2,3622,074+288+14%$343.8K$482.3K+$138.6K2026-11-02
Stevens Capital Partners
INCREASED2,3591,744+615+35%$289.2K$481.8K+$192.6K2026-10-29
Terril Brothers, Inc.
DECREASED2,3442,594-250-10%$430.0K$478.7K+$48.7K2026-11-06
Rede Wealth, LLC
UNCHANGED2,3392,33900%$387.6K$477.7K+$90.1K2026-10-22
Shayne & Jacobs, LLC
UNCHANGED2,3342,33400%$386.9K$476.6K+$89.7K2026-10-21
Kooman & Associates
DECREASED2,3332,352-19-1%$389.9K$476.4K+$86.6K2026-10-21
Eagle Harbor Asset Management Inc
INCREASED2,3322,331+1+0%$386.5K$476.3K+$89.8K2026-10-21
Genesis Private Wealth, LLC
INCREASED2,3302,233+97+4%$370.1K$475.8K+$105.7K2026-11-02
Broadway Wealth Solutions, Inc.
DECREASED2,3302,336-60%$387.2K$476.0K+$88.7K2026-10-21
Essex LLC
INCREASED2,3262,324+2+0%$385.2K$474.9K+$89.8K2026-10-14
North Point Portfolio Managers Corp
INCREASED2,3161,906+410+22%$315.9K$473.0K+$157.0K2026-10-07
Parisi Gray Wealth Management
INCREASED2,3132,297+16+1%$380.7K$472.4K+$91.7K2026-10-16
Virtue Capital Management, LLC
DECREASED2,3093,260-951-29%$540.4K$471.5K-$68.9K2026-10-29
IFS Advisors, LLC
INCREASED2,308562+1,746+311%$93.2K$471.5K+$378.3K2026-10-14
Scissortail Wealth Management, LLC
INCREASED2,3061,913+393+21%$317.1K$470.9K+$153.8K2026-11-03
Cannon Financial Strategists, Inc.
INCREASED2,3032,302+1+0%$381.5K$470.2K+$88.7K2026-10-19
Cambridge Financial Group, LLC
UNCHANGED2,2992,29900%$381.1K$381.1K$02026-10-06
JAG Capital Management, LLC
UNCHANGED2,2972,29700%$380.8K$469.1K+$88.3K2026-11-06
Peirce Capital Management, LLC
INCREASED2,2942,115+179+8%$350.6K$468.5K+$117.9K2026-10-19
CrossGen Wealth, LLC
INCREASED2,2942,293+1+0%$380.0K$468.4K+$88.4K2026-10-30
Omni 360 Wealth, Inc.
UNCHANGED2,2942,29400%$380.3K$468.5K+$88.2K2026-10-13
Aspetuck Financial Management LLC
NEW2,289—+2,289——$467.4K—2026-11-04
Redwood Family Wealth LLC
DECREASED2,2872,479-192-8%$411.0K$467.0K+$56.1K2026-10-20
MB, Levis & Associates, LLC
DECREASED2,2842,626-342-13%$435.3K$466.4K+$31.1K2026-10-16
Shira Ridge Wealth Management
DECREASED2,2812,537-256-10%$420.6K$465.8K+$45.3K2026-10-09
Mountain Pacific Investment Advisers LLC
INCREASED2,2802,170+110+5%$359.7K$465.6K+$105.9K2026-10-29
TruNorth Capital Management, LLC
INCREASED2,2792,161+118+5%$358.2K$465.4K+$107.2K2026-10-14
Novem Group
DECREASED2,2752,305-30-1%$382.2K$464.6K+$82.4K2026-10-19
Mitchell Capital Management Co
UNCHANGED2,2602,26000%$374.6K$461.5K+$86.9K2026-10-29
Tortoise Investment Management, LLC
INCREASED2,2552,134+121+6%$353.8K$460.5K+$106.7K2026-11-06
Matisse Capital
DECREASED2,2532,312-59-3%$383.3K$460.1K+$76.8K2026-10-29
Kraft, Davis & Associates, LLC
UNCHANGED2,2522,25200%$395.7K$506.5K+$110.8K2026-10-21
Kings Path Partners LLC
DECREASED2,2492,279-30-1%$377.8K$459.3K+$81.5K2026-10-21
Succession Financial, Inc.
UNCHANGED2,2492,24900%$372.8K$459.3K+$86.5K2026-10-14
Valley National Advisers Inc
INCREASED2,2372,212+25+1%$366.7K$456.8K+$90.2K2026-10-23
Stillwater Wealth Management Group
DECREASED2,2352,337-102-4%$387.4K$456.4K+$69.0K2026-10-21
Kagan Cocozza Asset Management
INCREASED2,2281,750+478+27%$290.1K$454.9K+$164.9K2026-10-19
Rise Advisors, LLC
INCREASED2,2251,639+586+36%$271.6K$454.4K+$182.8K2026-10-16
Compass Wealth Management, LLC
DECREASED2,2212,222-10%$368.3K$453.7K+$85.5K2026-10-30
Appalachian Capital Management Ltd
UNCHANGED2,2182,21800%$367.7K$452.9K+$85.3K2026-10-14
Puff Wealth Management, LLC
UNCHANGED2,2162,21600%$367.4K$452.6K+$85.3K2026-10-07
Hurlow Wealth Management Group, Inc.
INCREASED2,2152,211+4+0%$366.5K$452.3K+$85.8K2026-10-29
Capital Advisors, Ltd. LLC
INCREASED2,2132,093+120+6%$347.0K$452.0K+$105.0K2026-10-27
Ballast, Inc.
INCREASED2,2132,185+28+1%$362.2K$451.9K+$89.7K2026-10-20
Advocate Investing Services LLC
DECREASED2,2072,240-33-1%$371.3K$450.7K+$79.4K2026-10-26
Legacy Edge Advisors, LLC
DECREASED2,2012,261-60-3%$374.8K$449.5K+$74.7K2026-11-06
Investment Planning Advisors, Inc.
INCREASED2,1791,744+435+25%$289.0K$445.0K+$156.0K2026-10-14
Parkway Wealth Management Group, LLC
INCREASED2,1792,166+13+1%$359.0K$445.1K+$86.1K2026-10-20
Acorn Creek Capital LLC
DECREASED2,1762,240-64-3%$371.3K$444.3K+$73.0K2026-11-05
Ridgewood Investments LLC
DECREASED2,1682,568-400-16%$425.7K$442.7K+$17.1K2026-10-05
Latitude Advisors, LLC
INCREASED2,1671,866+301+16%$309.3K$442.5K+$133.3K2026-10-27
Ellerson Group Inc
DECREASED2,1652,727-562-21%$452.0K$487.7K+$35.7K2026-11-04
Idaho Trust Co
INCREASED2,1642,100+64+3%$348.1K$441.9K+$93.8K2026-11-04
Birchbrook, Inc.
UNCHANGED2,1602,16000%$358.0K$441.1K+$83.1K2026-10-14
Arbor Investment Advisors, LLC
INCREASED2,1582,157+1+0%$357.6K$440.7K+$83.1K2026-10-26
Manchester Financial Inc
DECREASED2,1562,195-39-2%$363.8K$440.2K+$76.4K2026-10-15
Aletheian Wealth Advisors LLC
INCREASED2,1552,138+17+1%$354.4K$440.1K+$85.7K2026-10-08
Squire Investment Management Company, LLC
INCREASED2,1501,739+411+24%$288.3K$439.0K+$150.7K2026-11-03
Charter Capital Management, Llc\de
INCREASED2,1482,118+30+1%$351.1K$438.7K+$87.6K2026-10-28
Seek First Inc.
DECREASED2,1432,405-262-11%$398.6K$437.5K+$39.0K2026-10-27
Flagship Capital Management Inc.
UNCHANGED2,1422,14200%$355.1K$437.4K+$82.4K2026-10-20
Financial Security Advisor, Inc.
DECREASED2,1412,168-27-1%$359.4K$437.1K+$77.7K2026-11-03
Consolidated Capital Management, LLC
UNCHANGED2,1412,14100%$354.9K$437.2K+$82.3K2026-10-13
Intergy Private Wealth, LLC
DECREASED2,1372,200-63-3%$364.7K$436.4K+$71.7K2026-10-16
Reynders McVeigh Capital Management, LLC
DECREASED2,1352,212-77-3%$367.0K$435.9K+$68.9K2026-10-30
MBE Wealth Management, LLC
INCREASED2,1211,876+245+13%$310.9K$433.1K+$122.2K2026-10-26
Guidance Capital, Inc
INCREASED2,1182,068+50+2%$380.3K$482.4K+$102.1K2026-11-03
Nikulski Financial, Inc.
DECREASED2,1132,271-158-7%$376.4K$431.5K+$55.1K2026-11-06
Boomfish Wealth Group, LLC
INCREASED2,1122,045+67+3%$339.0K$431.3K+$92.3K2026-10-22
Legacy Financial Strategies, LLC
INCREASED2,1111,980+131+7%$328.1K$431.0K+$102.9K2026-10-15
Heritage Family Offices, LLP
INCREASED2,1082,001+107+5%$331.8K$430.5K+$98.7K2026-11-02
James J. Burns & Company, LLC
INCREASED2,1082,078+30+1%$344.5K$430.6K+$86.1K2026-10-22
CMG Global Holdings, LLC
DECREASED2,1062,205-99-4%$365.5K$430.1K+$64.6K2026-10-14
Zinnia Wealth Advisory, LLC
INCREASED2,1062,056+50+2%$340.8K$430.1K+$89.3K2026-11-06
KWB Wealth
UNCHANGED2,1062,10600%$349.1K$430.1K+$81.0K2026-10-16
Lee Financial Co
DECREASED2,1052,192-87-4%$363.4K$429.9K+$66.5K2026-10-16
Marathon Wealth Advisors LLC
DECREASED2,0992,197-98-4%$364.2K$428.7K+$64.5K2026-11-04
Winter & Associates, Inc.
INCREASED2,0942,093+1+0%$347.0K$472.5K+$125.6K2026-10-23
Kendall Capital Management
DECREASED2,0902,135-45-2%$353.9K$426.8K+$72.9K2026-10-23
UMB Private Wealth Management, LLC
NEW2,075—+2,075——$423.7K—2026-10-19
Trust Co of Kansas
UNCHANGED2,0722,07200%$343.0K$423.0K+$80.0K2026-11-06
BlueChip Wealth Advisors LLC
INCREASED2,0711,832+239+13%$303.6K$423.1K+$119.4K2026-11-03
ARQ Wealth Advisors, LLC
INCREASED2,0691,975+94+5%$381.1K$422.5K+$41.4K2026-10-29
DecisionMap Wealth Management, LLC
INCREASED2,0662,058+8+0%$341.1K$421.9K+$80.8K2026-10-29
Reyes Financial Architecture, Inc.
DECREASED2,0652,977-912-31%$493.5K$421.8K-$71.7K2026-10-22
Stewardship Concepts Financial Services LLC
DECREASED2,0642,703-639-24%$448.1K$421.4K-$26.6K2026-10-06
J. L. Bainbridge & Co., Inc.
UNCHANGED2,0602,06000%$341.5K$420.7K+$79.2K2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED2,0562,05600%$340.7K$419.8K+$79.0K2026-11-02
Birinyi Associates Inc
UNCHANGED2,0502,05000%$340.0K$419.0K+$79.0K2026-10-28
Quantum Private Wealth, LLC
DECREASED2,0462,327-281-12%$385.7K$417.8K+$32.1K2026-10-20
SpringVest Wealth Management LLC
INCREASED2,0431,841+202+11%$305.2K$417.3K+$112.1K2026-10-27
KOM Wealth Management Group, LLC
INCREASED2,0432,035+8+0%$337.3K$417.2K+$80.0K2026-10-15
Oasis Advisors, LLC
NEW2,042—+2,042——$416.9K—2026-10-16
Silver Grove Financial Group, Inc.
INCREASED2,0421,955+87+4%$324.1K$417.0K+$93.0K2026-11-05
Dale Q Rice Investment Management Ltd
UNCHANGED2,0382,03800%$337.8K$416.2K+$78.4K2026-10-09
Syntax Research, Inc.
DECREASED2,0375,357-3,320-62%$888.0K$416.0K-$472.0K2026-11-04
Lee, Kelleher & Klein Wealth Management
UNCHANGED2,0332,03300%$337.0K$415.2K+$78.2K2026-10-08
Hopwood Financial Services, Inc.
INCREASED2,0301,978+52+3%$327.9K$414.6K+$86.7K2026-10-29
Quantum Financial Partners LLC
INCREASED2,0291,839+190+10%$304.9K$414.3K+$109.4K2026-10-19
Mustard Seed Financial, LLC
INCREASED2,0261,811+215+12%$300.2K$413.7K+$113.5K2026-10-30
JSF Financial, LLC
INCREASED2,0261,818+208+11%$301.4K$413.7K+$112.3K2026-10-22
Goldenstone Wealth Management LLC
INCREASED2,0261,994+32+2%$330.6K$413.8K+$83.2K2026-11-04
Brown Wealth Management, LLC
INCREASED2,0251,989+36+2%$329.8K$413.6K+$83.8K2026-10-20
CGC Financial Services, LLC
INCREASED2,0242,023+1+0%$335.3K$413.3K+$78.0K2026-10-13
John Boyer, Inc.
DECREASED2,0222,159-137-6%$357.5K$413.2K+$55.7K2026-10-27
Lakeside Advisors, Inc.
INCREASED2,0052,004+1+0%$332.2K$409.5K+$77.2K2026-10-20
Inlight Wealth Management, LLC
INCREASED2,0031,436+567+39%$238.1K$409.1K+$171.0K2026-10-21
Sutton Place Investors LLC
INCREASED2,0011,949+52+3%$323.1K$408.7K+$85.6K2026-10-20
Credit Capital Investments LLC
NEW2,000—+2,000——$408.4K—2026-10-22
Slow Capital, Inc.
UNCHANGED2,0002,00000%$331.5K$408.4K+$76.9K2026-10-23
May Hill Capital, LLC
INCREASED1,9891,723+266+15%$285.6K$406.1K+$120.6K2026-11-03
Sulzberger Capital Advisors, Inc.
INCREASED1,9841,884+100+5%$312.3K$405.2K+$92.9K2026-10-20
Private Advisory Group LLC
INCREASED1,9831,358+625+46%$225.1K$404.9K+$179.8K2026-11-06
MV Capital Management, Inc.
DECREASED1,9822,663-681-26%$441.4K$404.7K-$36.7K2026-10-29
Arsenal Capital Advisors LLC
INCREASED1,9821,900+82+4%$314.9K$404.7K+$89.8K2026-11-02
Coyle Financial Counsel LLC
DECREASED1,9782,092-114-5%$346.8K$404.0K+$57.2K2026-10-28
Elevated Capital Advisors, LLC
DECREASED1,9683,179-1,211-38%$527.0K$402.0K-$125.0K2026-11-04
Rockport Wealth LLC
INCREASED1,9621,688+274+16%$279.8K$400.8K+$121.0K2026-11-03
Meridian Financial Advisors, LLC
UNCHANGED1,9601,96000%$324.8K$400.3K+$75.5K2026-10-14
Accelerate Investment Advisors LLC
DECREASED1,9582,279-321-14%$377.8K$399.9K+$22.1K2026-11-02
Strategic Financial Group, LLC
DECREASED1,9571,958-10%$324.6K$399.6K+$75.1K2026-10-08
BigSur Wealth Management LLC
DECREASED1,9532,053-100-5%$340.3K$398.8K+$58.5K2026-10-13
Cooke Wealth Management, LLC
DECREASED1,9501,954-40%$323.9K$398.2K+$74.3K2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
INCREASED1,9451,944+1+0%$322.2K$397.2K+$75.0K2026-10-28
Endowment Wealth Management, Inc.
DECREASED1,9431,996-53-3%$330.9K$396.7K+$65.8K2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED1,9431,905+38+2%$315.8K$396.8K+$81.1K2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED1,9421,770+172+10%$293.4K$396.5K+$103.1K2026-11-02
MFA Wealth Services
INCREASED1,9401,866+74+4%$309.4K$396.1K+$86.7K2026-10-14
NewSquare Capital LLC
INCREASED1,9391,363+576+42%$226.0K$396.0K+$170.0K2026-11-06
Dynamic Wealth Strategies, LLC
INCREASED1,9391,760+179+10%$291.7K$396.0K+$104.2K2026-10-16
Cookson Peirce & Co Inc
INCREASED1,9291,829+100+5%$303.2K$393.9K+$90.7K2026-10-30
Brewster Financial Planning LLC
DECREASED1,9291,949-20-1%$323.1K$393.9K+$70.9K2026-10-13
MMA Asset Management LLC
DECREASED1,9271,994-67-3%$330.5K$393.6K+$63.0K2026-11-02
Atlas Private Wealth Advisors
DECREASED1,9232,251-328-15%$373.1K$392.7K+$19.6K2026-10-23
Third View Private Wealth, LLC
DECREASED1,9222,536-614-24%$420.4K$392.5K-$27.9K2026-10-30
WPG Advisers, LLC
DECREASED1,9222,015-93-5%$334.0K$392.5K+$58.5K2026-10-27
Bay Capital Advisors, LLC
UNCHANGED1,9201,92000%$318.3K$392.1K+$73.8K2026-10-16
Investment Partners Asset Management, Inc.
UNCHANGED1,9191,91900%$318.2K$392.0K+$73.8K2026-10-09
Acorn Wealth Advisors, LLC
DECREASED1,9072,264-357-16%$375.2K$389.4K+$14.2K2026-10-19
Catalyst Private Wealth, LLC
NEW1,906—+1,906——$389.2K—2026-10-13
Garde Capital, Inc.
DECREASED1,9061,985-79-4%$329.0K$389.2K+$60.2K2026-10-29
Oakwell Private Wealth Management, LLC
INCREASED1,9061,854+52+3%$307.3K$389.2K+$81.9K2026-11-06
Todd Wealth Management, LLC
INCREASED1,9051,904+1+0%$315.7K$389.0K+$73.4K2026-10-19
Madison Park Capital Advisors, LLC
DECREASED1,9015,101-3,200-63%$448.4K$388.3K-$60.1K2026-10-28
Transcendent Capital Group LLC
DECREASED1,8991,914-15-1%$317.3K$387.8K+$70.6K2026-10-28
Harbor Group, Inc.
DECREASED1,8952,133-238-11%$353.6K$386.9K+$33.3K2026-10-14
waypoint wealth counsel
INCREASED1,8951,870+25+1%$310.0K$387.0K+$77.0K2026-10-22
Verus Financial Partners, Inc.
INCREASED1,8931,855+38+2%$307.5K$386.6K+$79.1K2026-10-29
Centurion Wealth Management LLC
DECREASED1,8911,902-11-1%$315.2K$386.1K+$70.9K2026-10-13
Johnson Bixby & Associates, LLC
DECREASED1,8901,899-90%$314.8K$386.0K+$71.2K2026-10-14
Financial Network Wealth Advisors LLC
INCREASED1,8891,888+1+0%$313.0K$385.8K+$72.8K2026-10-28
Approach Retirement Advisors, LLC
INCREASED1,8881,879+9+0%$311.5K$385.6K+$74.1K2026-10-22
Ridgepath Capital Management LLC
INCREASED1,8871,871+16+1%$310.2K$385.3K+$75.1K2026-10-29
Essential Investment Partners LLC
INCREASED1,8861,810+76+4%$300.0K$385.1K+$85.1K2026-10-27
Flywheel Private Wealth LLC
DECREASED1,8801,945-65-3%$322.4K$383.9K+$61.5K2026-11-02
Gilman Hill Asset Management, LLC
DECREASED1,8752,775-900-32%$460.0K$382.9K-$77.1K2026-10-13
HFG Wealth Management, LLC
UNCHANGED1,8751,87500%$310.7K$310.7K$02026-10-16
New Covenant Trust Company, N.A.
INCREASED1,8731,811+62+3%$300.2K$382.5K+$82.3K2026-10-08
Family Investment Center, Inc.
DECREASED1,8721,981-109-5%$328.4K$382.3K+$53.9K2026-10-19
Lester Murray Antman dba SimplyRich
NEW1,867—+1,867——$381.3K—2026-11-06
Abound Wealth Management
INCREASED1,8671,211+656+54%$200.8K$381.3K+$180.5K2026-10-26
Nautilus Advisors LLC
INCREASED1,8591,809+50+3%$319.1K$379.7K+$60.5K2026-10-07
Hassell Wealth Management, LLC
UNCHANGED1,8581,85800%$327.0K$379.4K+$52.5K2026-10-19
Mosley Wealth Management
DECREASED1,8552,272-417-18%$376.7K$406.9K+$30.2K2026-10-16
William Mack & Associates, Inc.
INCREASED1,8531,780+73+4%$295.1K$378.4K+$83.3K2026-10-27
G2 Capital Management, LLC / OH
INCREASED1,8511,653+198+12%$274.0K$378.0K+$104.0K2026-10-23
White Lighthouse Investment Management Inc.
INCREASED1,8441,419+425+30%$235.2K$376.6K+$141.4K2026-10-21
Selective Wealth Management, Inc.
INCREASED1,8421,601+241+15%$300.0K$403.9K+$103.9K2026-10-16
Brian LOW Financial Group, LLC
INCREASED1,8421,711+131+8%$283.7K$376.4K+$92.7K2026-10-28
Southern Capital Advisors, LLC
INCREASED1,8341,828+6+0%$303.0K$374.6K+$71.6K2026-10-26
Encompass More Asset Management
DECREASED1,8331,850-17-1%$306.7K$374.3K+$67.7K2026-10-16
Liberty Capital Management, Inc.
UNCHANGED1,8321,83200%$303.7K$374.1K+$70.4K2026-11-02
Sonata Capital Group Inc
DECREASED1,8301,885-55-3%$312.5K$373.7K+$61.2K2026-10-19
Columbus Macro, LLC
INCREASED1,8301,780+50+3%$295.0K$373.6K+$78.6K2026-10-14
Sterling Financial Planning, Inc.
DECREASED1,8271,938-111-6%$321.3K$373.1K+$51.9K2026-10-28
Kaufman Rossin Wealth, LLC
NEW1,824—+1,824——$372.4K—2026-10-19
Fonville Wealth Management LLC
INCREASED1,8181,409+409+29%$233.6K$371.3K+$137.7K2026-10-28
City Center Advisors, LLC
DECREASED1,8151,912-97-5%$316.9K$370.6K+$53.8K2026-10-08
Bayban
UNCHANGED1,8151,81500%$300.9K$300.9K$02026-11-05
Sunburst Financial Group, LLC
INCREASED1,8141,803+11+1%$298.9K$370.4K+$71.5K2026-10-09
Smith Thornton Advisors LLC
DECREASED1,8131,881-68-4%$342.8K$370.3K+$27.5K2026-10-16
KFG Wealth Management, LLC
INCREASED1,8031,728+75+4%$286.4K$368.1K+$81.7K2026-10-16
Prospect Financial Group LLC
DECREASED1,8012,156-355-16%$357.4K$367.8K+$10.4K2026-11-05
RFG Holdings, Inc.
DECREASED1,8011,835-34-2%$304.2K$367.9K+$63.6K2026-10-30
Roman Butler Fullerton & Co
DECREASED1,7961,975-179-9%$359.9K$403.2K+$43.3K2026-10-27
RM Financial Services, LLC
INCREASED1,7941,785+9+1%$295.8K$366.4K+$70.6K2026-11-03
Helium Advisors LLC
DECREASED1,7902,221-431-19%$368.2K$365.6K-$2.6K2026-10-23
Atwater Malick LLC
INCREASED1,7881,773+15+1%$293.5K$362.1K+$68.6K2026-10-15
Legacy Wealth Partners, LLC
DECREASED1,7871,878-91-5%$311.3K$364.9K+$53.6K2026-10-15
OmniStar Financial Group, Inc.
NEW1,781—+1,781——$363.8K—2026-10-26
Pegasus Asset Management, Inc.
DECREASED1,77833,252-31,474-95%$5.5M$363.1K-$5.1M2026-11-03
Good Steward Wealth Advisors,LLC
DECREASED1,7781,955-177-9%$324.1K$363.1K+$39.0K2026-11-06
Pachira Investments Inc.
INCREASED1,7751,770+5+0%$293.4K$362.4K+$69.1K2026-10-14
Lincoln Capital LLC
DECREASED1,7682,049-281-14%$339.7K$361.2K+$21.5K2026-10-09
RF&L Wealth Management, LLC
INCREASED1,7651,760+5+0%$291.7K$360.4K+$68.7K2026-10-20
Austin Wealth Management, LLC
DECREASED1,7641,765-10%$330.7K$373.2K+$42.4K2026-11-06
Fortem Financial Group, LLC
DECREASED1,7541,904-150-8%$315.6K$358.2K+$42.6K2026-10-20
PCG Asset Management, LLC
DECREASED1,7513,761-2,010-53%$623.4K$357.6K-$265.9K2026-11-05
Sage Mountain Advisors LLC
DECREASED1,7502,536-786-31%$420.4K$357.4K-$63.0K2026-11-02
Marotta Asset Management
UNCHANGED1,7501,75000%$290.0K$357.4K+$67.4K2026-10-02
Delta Capital Management LLC
UNCHANGED1,7501,75000%$290.0K$357.0K+$67.0K2026-10-16
Academy Capital Management
UNCHANGED1,7451,74500%$289.3K$356.3K+$67.1K2026-11-05
Tandem Investment Partners LLC
INCREASED1,7441,669+75+4%$276.7K$356.1K+$79.5K2026-10-16
Terra Nova Asset Management LLC
UNCHANGED1,7421,74200%$288.8K$355.7K+$67.0K2026-10-13
Hoxton Planning & Management, LLC
DECREASED1,7401,774-34-2%$294.1K$355.3K+$61.3K2026-10-15
Parkshore Wealth Management, Inc.
UNCHANGED1,7321,73200%$287.1K$353.6K+$66.6K2026-10-13
Little House Capital LLC
NEW1,729—+1,729——$353.2K—2026-11-06
Intelligence Driven Advisers, LLC
INCREASED1,7271,550+177+11%$256.9K$352.7K+$95.7K2026-10-09
Carbahal Olsen Financial Services Group, LLC
UNCHANGED1,7231,72300%$285.6K$351.9K+$66.3K2026-11-05
Hobart Private Capital, LLC
INCREASED1,7211,623+98+6%$269.0K$351.4K+$82.4K2026-10-19
Sharkey, Howes & Javer
INCREASED1,7181,674+44+3%$277.4K$350.8K+$73.3K2026-10-22
Lakeshore Financial Planning, Inc.
INCREASED1,7171,632+85+5%$270.5K$350.5K+$80.0K2026-10-13
Coston, McIsaac & Partners
DECREASED1,7171,772-55-3%$287.0K$350.8K+$63.8K2026-11-06
Advisory Advocates, LLC
DECREASED1,7152,051-336-16%$340.0K$350.1K+$10.1K2026-11-05
Pinnacle Financial Group, LLC / IL
INCREASED1,7141,641+73+4%$272.0K$350.1K+$78.1K2026-10-29
Wealth Management Nebraska
UNCHANGED1,7141,71400%$284.2K$350.1K+$65.9K2026-10-26
LongView Wealth Management
INCREASED1,7131,711+2+0%$283.6K$349.8K+$66.2K2026-10-19
Abacus Wealth Partners, LLC
DECREASED1,7082,243-535-24%$371.8K$348.8K-$23.0K2026-11-03
BridgePort Financial Solutions, LLC
INCREASED1,7081,210+498+41%$200.6K$348.8K+$148.1K2026-11-02
Wolff Wiese Magana LLC
DECREASED1,7081,951-243-12%$323.4K$348.8K+$25.4K2026-10-15
LVZ, Inc.
INCREASED1,7081,692+16+1%$280.4K$348.7K+$68.3K2026-10-20
Horizon Advisory Services, Inc.
INCREASED1,7061,550+156+10%$256.9K$348.4K+$91.5K2026-10-29
Constitution Capital LLC
UNCHANGED1,7001,70000%$281.8K$347.2K+$65.4K2026-10-23
Bishop & Co Investment Management, LLC
UNCHANGED1,6971,69700%$281.3K$346.6K+$65.3K2026-11-05
Cornerstone Advisors Asset Management, LLC
UNCHANGED1,6901,69000%$280.1K$345.1K+$65.0K2026-11-06
Princeton Global Asset Management LLC
INCREASED1,6881,687+1+0%$279.6K$344.8K+$65.1K2026-10-21
Alpha Family Trust
UNCHANGED1,6871,68700%$279.6K$279.6K$02026-11-04
Silver Oak Advisory Group, Inc.
UNCHANGED1,6841,68400%$279.0K$343.9K+$64.9K2026-11-06
Lakewood Asset Management LLC
DECREASED1,6822,434-752-31%$403.5K$343.6K-$59.9K2026-10-26
Capital Wealth Alliance, LLC
DECREASED1,6822,155-473-22%$357.2K$343.4K-$13.8K2026-10-20
Kennedy Investment Group, Inc.
INCREASED1,6781,649+29+2%$273.4K$342.7K+$69.3K2026-10-21
Smith & Howard Wealth Management, LLC
INCREASED1,6761,653+23+1%$274.0K$342.2K+$68.2K2026-10-27
Sentinel Pension Advisors, LLC
INCREASED1,6741,132+542+48%$212.1K$341.9K+$129.8K2026-11-02
Seven Mile Advisory
DECREASED1,6711,727-56-3%$286.3K$341.2K+$55.0K2026-10-22
Hartline Investment Corp/
DECREASED1,6711,684-13-1%$279.1K$341.2K+$62.1K2026-10-29
Continuum Wealth Advisors, LLC
NEW1,667—+1,667——$340.4K—2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED1,6591,372+287+21%$227.5K$338.8K+$111.3K2026-10-27
Aegis Wealth Management, Inc.
INCREASED1,6581,340+318+24%$222.2K$338.7K+$116.5K2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED1,6561,367+289+21%$226.6K$338.2K+$111.6K2026-10-28
Clark Asset Management, LLC
DECREASED1,6542,251-597-27%$373.1K$337.8K-$35.4K2026-10-19
Fortune 45 LLC
INCREASED1,6521,638+14+1%$271.6K$337.4K+$65.8K2026-10-14
Stokes Capital Advisors, LLC
UNCHANGED1,6501,65000%$273.5K$336.9K+$63.4K2026-10-09
Opal Wealth Advisors, LLC
DECREASED1,6483,178-1,530-48%$526.8K$336.5K-$190.3K2026-10-16
Nadler Financial Group, Inc.
INCREASED1,6451,640+5+0%$271.8K$335.9K+$64.1K2026-10-23
Myriad Asset Management US LP
NEW1,640—+1,640——$335.0K—2026-11-03
Uhlmann Price Securities, LLC
INCREASED1,6391,590+49+3%$263.5K$334.6K+$71.1K2026-11-03
ERn Financial, LLC
INCREASED1,6361,603+33+2%$265.7K$334.1K+$68.4K2026-10-28
Altura Wealth Advisors Inc.
DECREASED1,6321,652-20-1%$273.8K$333.2K+$59.4K2026-10-22
Norman Fields, Gottscho Capital Management, LLC
DECREASED1,6251,740-115-7%$288.4K$331.8K+$43.4K2026-10-05
6th Street Advisors, LLC
UNCHANGED1,6251,62500%$269.4K$331.9K+$62.5K2026-10-14
Leslie Global Wealth, LLC
INCREASED1,6221,572+50+3%$260.6K$331.3K+$70.7K2026-10-26
Retirement Guys Formula LLC
INCREASED1,6201,244+376+30%$206.2K$330.9K+$124.7K2026-10-26
Insight Advisors, LLC/ PA
DECREASED1,6201,715-95-6%$284.4K$330.8K+$46.4K2026-10-22
WealthCare Investment Partners, LLC
DECREASED1,6201,683-63-4%$279.0K$330.9K+$51.8K2026-11-05
Patriot Investment Management Group, Inc.
INCREASED1,6201,618+2+0%$268.2K$330.8K+$62.6K2026-10-15
Accuvest Global Advisors
DECREASED1,6192,112-493-23%$350.0K$331.0K-$19.0K2026-11-04
Unify Financial Advisors
UNCHANGED1,6161,61600%$267.9K$330.1K+$62.2K2026-11-03
Park Edge Advisors, LLC
INCREASED1,6141,602+12+1%$265.5K$329.6K+$64.0K2026-10-28
Finward Bancorp
UNCHANGED1,6091,60900%$266.7K$328.6K+$61.9K2026-10-14
WMS Group LLC
UNCHANGED1,6001,60000%$265.2K$326.7K+$61.5K2026-11-06
Creative Capital Management Investments LLC
INCREASED1,5971,566+31+2%$259.6K$326.1K+$66.5K2026-10-28
Genesee Capital Advisors, LLC
INCREASED1,5941,591+3+0%$263.8K$325.6K+$61.8K2026-10-20
Narus Financial Partners, LLC
DECREASED1,5923,599-2,007-56%$596.6K$325.1K-$271.5K2026-10-19
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED1,5911,027+564+55%$170.2K$324.9K+$154.7K2026-11-06
PMG Family Office LLC
INCREASED1,5871,553+34+2%$257.4K$324.1K+$66.7K2026-10-19
Everest Financial Group LLC
INCREASED1,5851,355+230+17%$224.7K$323.7K+$99.0K2026-11-06
Motive Wealth Advisors
INCREASED1,5831,513+70+5%$250.8K$323.3K+$72.5K2026-10-26
Websterrogers Financial Advisors, LLC
INCREASED1,5831,582+1+0%$262.3K$323.2K+$60.9K2026-11-02
Highline Wealth Partners LLC
INCREASED1,5781,417+161+11%$234.9K$322.2K+$87.3K2026-10-19
Stonebridge Financial Planning Group, LLC
INCREASED1,5751,425+150+11%$236.2K$321.6K+$85.4K2026-11-06
KFG LLC
NEW1,574—+1,574——$321.4K—2026-11-02
Point Windward Advisors Inc.
UNCHANGED1,5701,57000%$260.2K$320.6K+$60.4K2026-11-06
TSA Wealth Managment LLC
INCREASED1,5641,555+9+1%$257.8K$319.4K+$61.6K2026-10-22
Fearless Solutions, LLC dba Best Invest
DECREASED1,5611,861-300-16%$308.4K$318.8K+$10.4K2026-10-14
Piedmont Capital Management, LLC
DECREASED1,5511,556-50%$257.9K$316.7K+$58.8K2026-10-21
Pinnacle Wealth Management Group, Inc.
DECREASED1,5501,600-50-3%$265.2K$316.5K+$51.3K2026-10-15
Sage Capital Management, LLC
UNCHANGED1,5501,55000%$256.9K$316.5K+$59.6K2026-10-20
Financial Enhancement Group LLC
DECREASED1,5491,556-70%$257.9K$317.8K+$59.9K2026-10-08
Madrid Wealth Management, LLC
NEW1,548—+1,548——$316.0K—2026-10-23
B.O.S.S. Retirement Advisors, LLC
DECREASED1,5462,291-745-33%$379.8K$315.6K-$64.1K2026-10-26
Bestgate Wealth Advisors, LLC
INCREASED1,5421,391+151+11%$230.6K$314.9K+$84.3K2026-10-13
Bullseye Investment Management, LLC
UNCHANGED1,5391,53900%$255.1K$314.3K+$59.2K2026-10-29
Woodard & Co Asset Management Group Inc
DECREASED1,5381,974-436-22%$327.2K$314.1K-$13.1K2026-11-03
Martel Wealth Advisors LLC
DECREASED1,5373,580-2,043-57%$593.4K$313.9K-$279.6K2026-10-14
Junk Investment Group, LLC
INCREASED1,5371,522+15+1%$252.3K$313.9K+$61.6K2026-10-19
Trinity Financial Advisors LLC
INCREASED1,5351,534+1+0%$254.4K$313.4K+$59.0K2026-10-09
Sidoxia Capital Management, LLC
UNCHANGED1,5261,52600%$253.0K$311.6K+$58.7K2026-10-28
Heirloom Wealth Management
INCREASED1,5231,511+12+1%$250.5K$311.0K+$60.5K2026-10-14
Stephenson & Company, Inc.
INCREASED1,5221,290+232+18%$213.8K$310.8K+$97.0K2026-10-30
Acima Private Wealth, LLC
UNCHANGED1,5211,52100%$252.1K$310.6K+$58.5K2026-10-05
Orca Investment Management, LLC
DECREASED1,5161,726-210-12%$286.2K$309.7K+$23.5K2026-10-29
J.M. Arbour, LLC
INCREASED1,5161,407+109+8%$233.2K$309.6K+$76.4K2026-11-05
Affiance Financial, LLC
INCREASED1,5161,505+11+1%$249.5K$309.7K+$60.2K2026-10-15
Boyer Financial Services, Inc.
DECREASED1,5161,520-40%$257.2K$309.6K+$52.4K2026-10-23
Spurstone Advisory Services, LLC
DECREASED1,5152,020-505-25%$334.7K$313.8K-$20.9K2026-11-02
One Day In July LLC
INCREASED1,5151,429+86+6%$236.9K$309.4K+$72.5K2026-10-30
Ted Buchan & Co
DECREASED1,5131,926-413-21%$319.2K$309.0K-$10.2K2026-10-23
Elite Life Management LLC
INCREASED1,5131,483+30+2%$276.4K$322.2K+$45.7K2026-11-06
Sound Financial Strategies Group, LLC
DECREASED1,5112,312-801-35%$383.2K$308.6K-$74.7K2026-10-30
Davis Investment Partners, LLC
INCREASED1,5061,473+33+2%$244.1K$307.4K+$63.4K2026-11-05
Investors Research Corp
UNCHANGED1,5061,50600%$249.6K$307.5K+$57.9K2026-10-07
Cypress Capital, LLC
INCREASED1,5051,482+23+2%$245.7K$307.3K+$61.7K2026-10-20
Clarus Wealth Advisors
UNCHANGED1,5051,50500%$264.8K$319.0K+$54.2K2026-10-13
Invariant Investment Management
DECREASED1,5031,526-23-2%$256.5K$310.6K+$54.1K2026-10-08
AMG Asset Management Group, Inc.
INCREASED1,5011,275+226+18%$211.4K$306.5K+$95.2K2026-10-21
R. W. Roge & Company, Inc.
INCREASED1,5011,496+5+0%$247.0K$307.0K+$60.0K2026-11-04
National Wealth Management Group, LLC
NEW1,498—+1,498——$305.9K—2026-10-26
Dakota Community Bank & Trust NA
INCREASED1,4931,480+13+1%$245.3K$304.9K+$59.6K2026-10-09
Luts & Greenleigh Group, Inc.
UNCHANGED1,4921,49200%$247.4K$304.8K+$57.4K2026-11-05
Petersen Hastings Wealth Advisors Inc.
NEW1,490—+1,490——$304.3K—2026-10-27
Founders Grove Wealth Partners, LLC
NEW1,482—+1,482——$302.6K—2026-10-16
Armstrong Henry H Associates Inc
UNCHANGED1,4781,47800%$245.0K$301.8K+$56.8K2026-10-07
Walker Financial Services, Inc.
INCREASED1,4741,436+38+3%$238.0K$301.2K+$63.1K2026-10-26
Rebalance, LLC
DECREASED1,4681,503-35-2%$249.1K$299.8K+$50.6K2026-10-22
4J Wealth Management LLC
DECREASED1,4671,577-110-7%$261.4K$299.6K+$38.2K2026-11-02
Caliber Wealth Management, LLC / KS
DECREASED1,4641,960-496-25%$324.9K$299.0K-$26.0K2026-11-04
Iron Financial LLC
DECREASED1,4641,530-66-4%$253.6K$299.0K+$45.3K2026-10-23
Rare Wolf Capital LLC
DECREASED1,4621,702-240-14%$282.1K$298.6K+$16.4K2026-10-20
Silver Lake Advisory, LLC
DECREASED1,4611,700-239-14%$281.7K$298.4K+$16.6K2026-10-22
Objective Capital Management, LLC
UNCHANGED1,4611,46100%$242.2K$298.4K+$56.2K2026-10-13
KRS Capital Management, LLC
DECREASED1,4591,483-24-2%$245.8K$297.9K+$52.2K2026-10-16
MontVue Capital Management, Inc.
UNCHANGED1,4581,45800%$241.7K$297.7K+$56.1K2026-10-19
Members Wealth LLC
INCREASED1,4571,418+39+3%$235.0K$298.9K+$63.9K2026-10-20
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED1,4511,489-38-3%$246.8K$296.4K+$49.6K2026-10-29
Meritas Wealth Management, LLC
UNCHANGED1,4491,44900%$240.2K$295.9K+$55.7K2026-10-14
Riverwater Partners LLC
DECREASED1,4461,490-44-3%$247.0K$295.3K+$48.3K2026-11-03
Kelleher Financial Advisors
DECREASED1,4451,621-176-11%$268.7K$295.1K+$26.4K2026-10-30
Cumberland Advisors Inc
UNCHANGED1,4401,44000%$238.7K$294.1K+$55.4K2026-10-30
Redw Wealth LLC
INCREASED1,4391,436+3+0%$238.1K$293.8K+$55.7K2026-11-02
Eagle Wealth Advisors LLC
INCREASED1,4351,319+116+9%$218.6K$293.0K+$74.4K2026-10-20
Spectrum Planning & Advisory Services Inc.
NEW1,431—+1,431——$292.1K—2026-11-05
Ariadne Wealth Management, LP
INCREASED1,4311,395+36+3%$231.2K$292.2K+$61.0K2026-11-06
Heritage Investment Group, Inc.
DECREASED1,4311,437-60%$238.2K$292.2K+$54.0K2026-11-03
Evolution Wealth Advisors, LLC
DECREASED1,4301,440-10-1%$238.7K$292.0K+$53.3K2026-11-03
Gallacher Capital Management LLC
NEW1,428—+1,428——$291.6K—2026-10-30
Veery Capital, LLC
DECREASED1,4231,448-25-2%$240.0K$290.6K+$50.6K2026-10-07
Whitcomb & Hess, Inc.
INCREASED1,4201,410+10+1%$233.6K$290.0K+$56.3K2026-10-07
Columbia Advisory Partners LLC
DECREASED1,4191,468-49-3%$243.3K$289.8K+$46.4K2026-10-15
August Group Capital Ltd
INCREASED1,4171,405+12+1%$232.7K$289.2K+$56.4K2026-10-14
Buttonwood Financial Advisors Inc.
INCREASED1,4111,410+1+0%$233.7K$288.2K+$54.5K2026-10-13
Tabr Capital Management, LLC
INCREASED1,4061,395+11+1%$231.2K$287.2K+$56.0K2026-10-20
Sage Investment Counsel LLC
INCREASED1,4061,405+1+0%$232.9K$287.1K+$54.2K2026-10-26
AtlasMark Financial, Inc
UNCHANGED1,4041,40400%$232.7K$286.7K+$54.0K2026-10-13
Wrenne Financial Planning LLC
DECREASED1,4031,418-15-1%$235.0K$286.5K+$51.5K2026-10-30
True Wealth Design, LLC
INCREASED1,4021,150+252+22%$190.6K$286.3K+$95.7K2026-10-13
LB Partners LLC
UNCHANGED1,4001,40000%$232.1K$285.9K+$53.8K2026-11-05
Phillips Financial Management, LLC
DECREASED1,3991,453-54-4%$240.9K$285.7K+$44.8K2026-10-19
Peachtree Investment Partners, LLC
INCREASED1,3991,386+13+1%$229.7K$285.7K+$56.0K2026-11-05
Investment House LLC
NEW1,392—+1,392——$284.3K—2026-10-21
GreatBanc Trust Co
DECREASED1,3901,580-190-12%$261.9K$283.9K+$22.0K2026-11-04
Olio Financial Planning
INCREASED1,3871,380+7+1%$228.7K$283.2K+$54.5K2026-10-22
Uptown Financial Advisors LLC
INCREASED1,3861,345+41+3%$222.9K$283.0K+$60.1K2026-10-15
Capital Management Associates, Inc
DECREASED1,3852,008-623-31%$332.9K$282.9K-$50.0K2026-10-20
Hughes Financial Services, LLC
INCREASED1,3791,296+83+6%$214.8K$319.2K+$104.4K2026-10-30
Penbrook Management LLC
UNCHANGED1,3771,37700%$228.3K$281.2K+$52.9K2026-10-16
Catalyst Investment Management LLC
UNCHANGED1,3771,37700%$228.3K$281.2K+$52.9K2026-10-21
Wespac Advisors, LLC
DECREASED1,3762,197-821-37%$364.2K$281.0K-$83.2K2026-10-26
Financial Insights, Inc.
UNCHANGED1,3721,37200%$227.4K$280.2K+$52.8K2026-10-27
Peak Financial Management, Inc.
NEW1,370—+1,370——$279.9K—2026-10-16
Dorval Corp
INCREASED1,3691,367+2+0%$226.5K$279.6K+$53.1K2026-10-29
O'Keefe Stevens Advisory, Inc.
INCREASED1,3681,337+31+2%$221.6K$279.4K+$57.7K2026-10-09
Proathlete Wealth Management LLC
INCREASED1,365978+387+40%$162.3K$278.9K+$116.6K2026-10-15
Morey & Quinn Wealth Partners, LLC
UNCHANGED1,3651,36500%$226.3K$278.7K+$52.5K2026-10-28
Olympiad Research LP
NEW1,364—+1,364——$278.5K—2026-11-04
One Degree Advisors Inc
DECREASED1,3641,761-397-23%$291.0K$283.1K-$7.9K2026-11-06
Entrewealth, LLC
INCREASED1,3641,318+46+3%$249.4K$278.5K+$29.1K2026-10-14
St. Clair Advisors, LLC
NEW1,363—+1,363——$278.3K—2026-10-13
Eagle Bay Advisors LLC
DECREASED1,3611,533-172-11%$254.1K$278.0K+$23.8K2026-10-16
Warburton Capital Management, LLC
NEW1,360—+1,360——$306.4K—2026-11-06
Cogent Private Wealth, Inc.
INCREASED1,3601,335+25+2%$221.3K$277.7K+$56.4K2026-11-06
Avid Wealth Partners LLC
DECREASED1,3591,489-130-9%$246.8K$277.5K+$30.7K2026-11-03
IAG Wealth Partners, LLC
INCREASED1,3541,350+4+0%$223.7K$276.5K+$52.8K2026-11-06
Rhodes Investment Advisors Inc
INCREASED1,3531,218+135+11%$201.9K$276.3K+$74.4K2026-10-07
Kaizen Financial Strategies
INCREASED1,3531,345+8+1%$222.8K$276.3K+$53.5K2026-10-09
Discipline Wealth Solutions, LLC
INCREASED1,3511,341+10+1%$222.3K$275.9K+$53.6K2026-10-14
Asset Allocation & Management Company, LLC
UNCHANGED1,3501,35000%$224.0K$276.0K+$52.0K2026-10-13
Burns Matteson Capital Management, LLC
UNCHANGED1,3501,35000%$223.8K$275.7K+$51.9K2026-10-16
Cypress Point Wealth Management, LLC
DECREASED1,3481,509-161-11%$250.1K$275.3K+$25.2K2026-11-03
Alpha Advisors, LLC
DECREASED1,3441,352-8-1%$224.1K$274.5K+$50.4K2026-10-19
Acorn Financial Advisory Services Inc
INCREASED1,3441,342+2+0%$222.5K$274.6K+$52.2K2026-11-02
Loudon Investment Management, LLC
INCREASED1,3401,330+10+1%$220.5K$273.6K+$53.2K2026-11-06
CWC Advisors, Llc.
INCREASED1,3371,325+12+1%$219.6K$273.0K+$53.4K2026-10-15
Diesslin Group, Inc.
UNCHANGED1,3351,33500%$221.3K$272.6K+$51.3K2026-10-14
Lexington Hill Partners, LLC
INCREASED1,3311,289+42+3%$213.7K$271.8K+$58.1K2026-10-13
Walled Lake Planning & Wealth Management, LLC
NEW1,330—+1,330——$271.5K—2026-10-29
Blankinship & Foster, LLC
UNCHANGED1,3291,32900%$220.3K$271.4K+$51.1K2026-10-19
Ehrlich Financial Group
INCREASED1,3261,263+63+5%$209.4K$270.8K+$61.4K2026-10-20
HMV Wealth Advisors, LLC
UNCHANGED1,3261,32600%$219.8K$270.8K+$51.0K2026-10-27
Level Financial Advisors
INCREASED1,3251,302+23+2%$215.8K$270.6K+$54.7K2026-10-13
Alternative Investment Advisors, Llc.
DECREASED1,3231,364-41-3%$226.2K$270.5K+$44.3K2026-11-03
Raub Brock Capital Management LP
INCREASED1,3221,321+1+0%$219.1K$269.9K+$50.8K2026-10-21
Granville Capital, Inc.
NEW1,321—+1,321——$269.8K—2026-11-05
Emergent Wealth Advisors, LLC
INCREASED1,3211,256+65+5%$207.6K$269.7K+$62.1K2026-10-09
Carter Financial Group, Inc.
DECREASED1,3161,378-62-4%$228.4K$268.8K+$40.4K2026-10-21
Councilmark Asset Management, LLC
UNCHANGED1,3151,31500%$218.0K$268.5K+$50.6K2026-10-20
Fiscal Wisdom Wealth Management, LLC
NEW1,314—+1,314——$268.3K—2026-10-16
Essential Partners LLC
DECREASED1,3121,951-639-33%$323.4K$267.9K-$55.5K2026-10-14
Victrix Investment Advisors
NEW1,307—+1,307——$266.8K—2026-10-13
Bensler, LLC
NEW1,306—+1,306——$266.6K—2026-11-05
CKW Financial Group
DECREASED1,3061,322-16-1%$219.0K$270-$218.7K2026-10-29
Meixler Investment Management, Ltd.
DECREASED1,3051,318-13-1%$218.4K$266.4K+$48.0K2026-11-03
Schulz Wealth, Ltd.
NEW1,301—+1,301——$265.7K—2026-11-03
BlueSky Wealth Advisors, LLC
DECREASED1,2991,331-32-2%$220.6K$265.2K+$44.6K2026-10-29
SilverOak Wealth Management LLC
DECREASED1,2991,316-17-1%$218.1K$265.3K+$47.1K2026-10-29
HRC Wealth Management, LLC
DECREASED1,2981,299-10%$215.4K$265.0K+$49.6K2026-10-16
Global Wealth Strategies & Associates
NEW1,296—+1,296——$264.7K—2026-10-02
Tradewinds Capital Management, LLC
INCREASED1,2931,222+71+6%$202.6K$264.0K+$61.4K2026-10-23
Flynn Zito Capital Management, LLC
DECREASED1,2921,320-28-2%$218.8K$263.9K+$45.1K2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED1,2901,278+12+1%$211.9K$263.4K+$51.5K2026-10-27
Grange Capital, LLC
UNCHANGED1,2841,28400%$212.8K$262.2K+$49.4K2026-10-20
Echo45 Advisors LLC
NEW1,281—+1,281——$261.6K—2026-10-07
Paulson Wealth Management Inc.
DECREASED1,2791,562-283-18%$258.9K$261.2K+$2.3K2026-11-02
Coquina Private Wealth LLC
DECREASED1,2791,340-61-5%$222.1K$261.2K+$39.1K2026-10-27
GGM Financial LLC
INCREASED1,2791,269+10+1%$210.4K$261.2K+$50.8K2026-11-05
First Fiduciary Investment Counsel, Inc.
UNCHANGED1,2781,27800%$212.0K$261.0K+$49.0K2026-10-27
AGP Franklin, LLC
DECREASED1,2772,519-1,242-49%$417.6K$260.9K-$156.7K2026-11-04
Keeler Thomas Management LLC
INCREASED1,2711,228+43+4%$203.6K$259.5K+$55.9K2026-10-29
Optivise Advisory Services LLC
INCREASED1,2691,248+21+2%$206.9K$259.1K+$52.2K2026-10-19
RAM Investment Partners, LLC
NEW1,268—+1,268——$258.9K—2026-10-21
Livet Wealth, LLC
INCREASED1,2681,219+49+4%$202.1K$258.9K+$56.9K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,2645,492-4,228-77%$910.5K$258.1K-$652.4K2026-10-14
Diversified Portfolios, Inc.
DECREASED1,2631,306-43-3%$216.5K$258.0K+$41.4K2026-11-04
Buska Wealth Management, LLC
INCREASED1,2621,231+31+3%$204.0K$257.8K+$53.7K2026-10-08
Lifetime Wealth Management P.C.
DECREASED1,2621,280-18-1%$212.2K$257.7K+$45.5K2026-10-29
Moisand Fitzgerald Tamayo, LLC
INCREASED1,2611,007+254+25%$166.9K$257.5K+$90.6K2026-10-15
truNorth Financial Services, Inc.
INCREASED1,2611,260+1+0%$208.8K$257.4K+$48.6K2026-11-06
ForthRight Wealth Management, LLC
NEW1,260—+1,260——$257.3K—2026-11-06
Richard Young Associates, Ltd.
NEW1,258—+1,258——$256.9K—2026-11-03
First Citizens Financial Corp
UNCHANGED1,2561,25600%$208.2K$256.5K+$48.3K2026-10-02
Reston Wealth Management LLC
NEW1,254—+1,254——$256.0K—2026-10-29
Friday Financial
NEW1,254—+1,254——$259.7K—2026-10-09
rebel Financial LLC
NEW1,252—+1,252——$255.7K—2026-11-04
Master's Wealth Management Inc.
INCREASED1,2501,228+22+2%$203.6K$255.3K+$51.8K2026-10-22
Ironwood Financial, llc
INCREASED1,2461,167+79+7%$212.7K$254.4K+$41.7K2026-10-20
Investment Management Trust, LLC
NEW1,244—+1,244——$254.1K—2026-11-05
Tilia Fiduciary Partners, Inc.
INCREASED1,2441,242+2+0%$205.9K$254.0K+$48.1K2026-10-09
Future Financial Wealth Managment LLC
UNCHANGED1,2441,24400%$241.9K$254.0K+$12.2K2026-10-15
Waterway Wealth Management, LLC
DECREASED1,2431,268-25-2%$210.1K$253.9K+$43.7K2026-10-28
Denver PWM, LLC
UNCHANGED1,2411,24100%$248.2K$253.4K+$5.2K2026-10-22
PVG Asset Management Corp
UNCHANGED1,2401,24000%$205.5K$253.2K+$47.7K2026-10-19
Great Waters Wealth Management
INCREASED1,2381,236+2+0%$204.9K$252.9K+$47.9K2026-10-07
Jacksonville Wealth Management, LLC
DECREASED1,2341,272-38-3%$210.9K$251.9K+$41.0K2026-10-30
Family Wealth Partners, LLC
NEW1,229—+1,229——$251.0K—2026-10-20
Rothwell Investment Advisors, LLC
NEW1,228—+1,228——$250.9K—2026-11-06
Cherrydale Wealth Management, LLC
INCREASED1,2271,224+3+0%$202.9K$250.6K+$47.7K2026-10-20
Diversified Investment Strategies, LLC
UNCHANGED1,2221,22200%$202.6K$249.5K+$47.0K2026-10-28
Chapman Investment Management, LLC
NEW1,217—+1,217——$248.5K—2026-11-03
Headland Capital, LLC
NEW1,216—+1,216——$248.2K—2026-11-06
FAI Advisors, Inc.
NEW1,216—+1,216——$248.3K—2026-10-27
Franklin, Parlapiano, Turner & Welch, LLC
NEW1,215—+1,215——$248.1K—2026-10-30
Armbruster Capital Management, Inc.
DECREASED1,2141,327-113-9%$220.0K$247.9K+$27.9K2026-10-19
Quartz Partners, LLC
NEW1,212—+1,212——$247.5K—2026-11-03
Freedom Financial Partners LLC
NEW1,211—+1,211——$247.2K—2026-10-19
AA Financial Advisors, LLC
NEW1,209—+1,209——$246.9K—2026-10-19
Wagner Wealth Management, LLC
NEW1,208—+1,208——$246.8K—2026-10-21
Wespac Advisors SoCal, LLC
NEW1,203—+1,203——$245.7K—2026-10-13
Howard Wealth Management, LLC
DECREASED1,2031,303-100-8%$216.0K$245.7K+$29.7K2026-10-28
McCollum Christoferson Group LLC
NEW1,202—+1,202——$245.5K—2026-10-13
KFA Private Wealth Group, LLC
NEW1,202—+1,202——$245.5K—2026-10-07
RMG Wealth Management LLC
DECREASED1,2021,227-25-2%$241.2K$272.1K+$30.9K2026-10-26
Values First Advisors, Inc.
NEW1,198—+1,198——$244.6K—2026-10-23
Sun Group Wealth Partners
DECREASED1,1961,516-320-21%$251.3K$244.2K-$7.1K2026-10-26
Corecam AG
NEW1,195—+1,195——$244.0K—2026-10-29
Hamilton Point Investment Advisors, LLC
DECREASED1,1951,349-154-11%$223.5K$243.9K+$20.4K2026-11-03
Roan Capital Partners
NEW1,188—+1,188——$242.6K—2026-10-09
Providence Financial Advisors, LLC
NEW1,188—+1,188——$242.6K—2026-11-06
Briaud Financial Planning Inc
NEW1,188—+1,188——$242.6K—2026-10-20
Rockline Wealth Management, LLC
NEW1,186—+1,186——$242.2K—2026-10-26
GenWealth Group, Inc.
NEW1,186—+1,186——$242.2K—2026-10-16
Price Financial Group Wealth Management, Inc
NEW1,181—+1,181——$257.5K—2026-11-02
Dominguez Wealth Management Solutions, Inc.
NEW1,179—+1,179——$240.7K—2026-10-07
Wetzel Investment Advisors, Inc.
NEW1,174—+1,174——$239.7K—2026-10-13
Cathy Pareto & Associates, Inc
NEW1,173—+1,173——$239.7K—2026-10-15
New Wave Wealth Advisors LLC
NEW1,173—+1,173——$255.4K—2026-10-19
Climber Capital SA
NEW1,171—+1,171——$226.7K—2026-10-20
HF Advisory Group, LLC
NEW1,163—+1,163——$237.5K—2026-10-09
Safir Wealth Advisors, LLC
NEW1,163—+1,163——$237.5K—2026-10-16
Blue Zone Wealth Advisors, LLC
DECREASED1,1561,232-76-6%$204.2K$236.1K+$31.9K2026-10-19
GoalFusion Wealth Management, LLC
NEW1,153—+1,153——$235.5K—2026-10-06
Augustine Asset Management Inc
NEW1,151—+1,151——$235.0K—2026-10-13
SwitchPoint Financial Planning, LLC
NEW1,149—+1,149——$234.6K—2026-11-02
Thrive Capital Management, LLC
NEW1,145—+1,145——$233.9K—2026-10-28
Fischer Financial Services, Inc.
DECREASED1,1451,245-100-8%$206.3K$233.8K+$27.5K2026-10-30
GenTrust, LLC
NEW1,142—+1,142——$233.2K—2026-11-06
Colonial River Investments, LLC
DECREASED1,1421,390-248-18%$230.4K$233.2K+$2.8K2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED1,137687+450+66%$113.9K$232.2K+$118.3K2026-10-30
HighRoad Wealth Advisors, LLC
NEW1,135—+1,135——$231.8K—2026-10-14
Sierra Ocean, LLC
NEW1,134—+1,134——$231.6K—2026-11-03
Advisor Resource Council
NEW1,132—+1,132——$233.8K—2026-11-05
Kohmann Bosshard Financial Services, LLC
NEW1,131—+1,131——$231.0K—2026-11-04
Wakefield Asset Management Lllp
NEW1,129—+1,129——$230.6K—2026-11-05
Scratch Capital LLC
NEW1,127—+1,127——$230.1K—2026-11-02
Detalus Advisors, LLC
NEW1,126—+1,126——$229.9K—2026-10-15
Cordoba Advisory Partners LLC
NEW1,124—+1,124——$229.5K—2026-10-19
Kondo Wealth Advisors, Inc.
NEW1,124—+1,124——$229.5K—2026-10-19
ACT Advisors, Llc.
NEW1,123—+1,123——$229.4K—2026-10-15
Instrumental Wealth, LLC
DECREASED1,1192,601-1,482-57%$431.2K$228.6K-$202.6K2026-10-20
Tennessee Valley Asset Management Partners
NEW1,115—+1,115——$227.7K—2026-11-03
Planning Strategies Inc.
INCREASED1,1141,097+17+2%$181.8K$227.5K+$45.7K2026-10-02
Stone House Investment Management, LLC
INCREASED1,111894+217+24%$148.3K$226.9K+$78.6K2026-10-23
Courage Miller Partners, LLC
NEW1,110—+1,110——$226.7K—2026-10-21
Frederick Financial Consultants, LLC
NEW1,109—+1,109——$226.4K—2026-10-29
Kellett Wealth Advisors, LLC
NEW1,107—+1,107——$226.1K—2026-10-15
Basso Capital Management, L.P.
NEW1,104—+1,104——$225.4K—2026-10-30
Guild Investment Management, Inc.
NEW1,102—+1,102——$225.0K—2026-11-03
Gordian Advisors LLC
DECREASED1,1021,600-498-31%$265.2K$225.0K-$40.2K2026-10-30
Shelton Wealth Management, LLC
NEW1,100—+1,100——$224.6K—2026-10-16
Bonness Enterprises Inc
NEW1,100—+1,100——$224.6K—2026-10-08
GSG Advisors LLC
DECREASED1,0991,448-349-24%$240.0K$224.4K-$15.6K2026-11-03
Grove Street Fiduciary, LLC
NEW1,098—+1,098——$224.2K—2026-10-13
ADE, LLC
NEW1,089—+1,089——$222.4K—2026-10-29
Northwest Financial Advisors
NEW1,086—+1,086——$221.9K—2026-10-27
Index Fund Advisors, Inc.
NEW1,086—+1,086——$221.7K—2026-11-05
Landaas & Co
DECREASED1,0861,702-616-36%$282.1K$221.7K-$60.3K2026-10-29
Nicholas Wealth, Llc.
NEW1,085—+1,085——$221.6K—2026-10-26
Elevated Financial Group LLC
NEW1,084—+1,084——$221.4K—2026-10-16
Box Hill Private Wealth LLC
NEW1,081—+1,081——$220.7K—2026-10-05
Nestegg Advisors, Inc.
NEW1,078—+1,078——$220.1K—2026-10-21
Old Peak Finance LLC
NEW1,077—+1,077——$219.9K—2026-11-02
IFC & Insurance Marketing, Inc.
NEW1,077—+1,077——$220.0K—2026-10-16
Aspect Partners, LLC
INCREASED1,0741,040+34+3%$172.4K$219.3K+$46.9K2026-10-20
Reap Financial Group, LLC
INCREASED1,070916+154+17%$151.9K$218.5K+$66.6K2026-11-02
Pine Haven Investment Counsel, Inc
NEW1,068—+1,068——$218.1K—2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED1,0681,06800%$177.0K$218.1K+$41.1K2026-10-23
Hutchens & Kramer Investment Management Group, LLC
NEW1,067—+1,067——$217.9K—2026-10-16
AMI Investment Management Inc
NEW1,066—+1,066——$217.7K—2026-10-27
Braeburn Wealth Management LLC
NEW1,064—+1,064——$217.3K—2026-10-15
Blackston Financial Advisory Group, LLC
NEW1,062—+1,062——$216.8K—2026-11-04
Alterna Wealth Management, Inc
NEW1,061—+1,061——$216.7K—2026-10-27
Connecticut Capital Management Group, LLC
NEW1,060—+1,060——$216.5K—2026-10-29
Cannon Advisors, Inc.
DECREASED1,0601,178-118-10%$214.1K$230.8K+$16.7K2026-10-14
Lloyd Advisory Services, Llc.
INCREASED1,0601,015+45+4%$168.3K$216.4K+$48.1K2026-11-02
Life Planning Partners, Inc
NEW1,057—+1,057——$215.9K—2026-10-28
Aldebaran Financial Inc.
NEW1,056—+1,056——$215.6K—2026-11-06
AFG Fiduciary Services Limited Partnership
NEW1,055—+1,055——$229.7K—2026-10-21
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED1,0541,05400%$174.7K$215.2K+$40.5K2026-10-21
Westbourne Investment Advisors, Inc.
NEW1,050—+1,050——$214.4K—2026-10-20
Southern Financial Group, LLC
NEW1,049—+1,049——$214.4K—2026-10-30
Altar Rock LLC
NEW1,047—+1,047——$221.9K—2026-11-06
Capstone Capital LLC
NEW1,046—+1,046——$213.6K—2026-10-14
SFI Advisors, LLC
NEW1,046—+1,046——$213.6K—2026-10-30
Stronghold Wealth Management L.L.C.
NEW1,042—+1,042——$212.8K—2026-10-16
Collaborative Wealth Managment Inc.
NEW1,041—+1,041——$212.6K—2026-11-06
Centennial Advisors, LLC
NEW1,041—+1,041——$212.6K—2026-10-21
tru Independence LLC
DECREASED1,0411,207-166-14%$200.1K$212.5K+$12.4K2026-10-20
Retirement Solution LLC
NEW1,040—+1,040——$212.5K—2026-10-27
Penobscot Wealth Management
NEW1,033—+1,033——$211.0K—2026-10-21
Christensen, King & Associates Investment Services, Inc.
NEW1,033—+1,033——$210.9K—2026-10-22
Integrity Wealth Partners, LLC
NEW1,030—+1,030——$210.4K—2026-10-14
PFW Advisors LLC
NEW1,030—+1,030——$210.3K—2026-10-07
Tenet Wealth Partners, LLC
NEW1,028—+1,028——$209.9K—2026-10-19
SRH Advisors, LLC
UNCHANGED1,0271,02700%$170.2K$209.7K+$39.5K2026-10-22
Market Street Wealth Management Advisors LLC
NEW1,026—+1,026——$209.6K—2026-10-09
Foundry Financial LLC
NEW1,025—+1,025——$209.3K—2026-10-16
Capital Planning LLC
NEW1,024—+1,024——$209.2K—2026-10-09
Vivid Wealth Management, LLC
NEW1,023—+1,023——$208.9K—2026-10-27
Carmel Capital Partners, LLC
NEW1,023—+1,023——$208.9K—2026-11-03
Hoge Financial Services, LLC
NEW1,020—+1,020——$208.3K—2026-11-05
Asempa Wealth Advisors
NEW1,019—+1,019——$211.1K—2026-10-07
Lauer Wealth, LLC
NEW1,015—+1,015——$214.7K—2026-10-13
Cultivar Capital, Inc.
NEW1,011—+1,011——$206.5K—2026-10-14
Kure Advisory, LLC
NEW1,010—+1,010——$206.3K—2026-10-08
Clarity Asset Management, Inc.
NEW1,009—+1,009——$206.0K—2026-10-14
Cora Capital Advisors LLC
NEW1,008—+1,008——$205.9K—2026-11-02
Petros Family Wealth, LLC
NEW1,007—+1,007——$205.6K—2026-10-28
GEN Financial Management, Inc.
NEW1,006—+1,006——$205.4K—2026-10-13
Westchester Capital Management, Inc.
UNCHANGED1,0051,00500%$166.6K$205.2K+$38.6K2026-10-23
Attessa Capital LLC
NEW1,000—+1,000——$204.2K—2026-10-09
Benchmark Financial, LLC
NEW1,000—+1,000——$204.2K—2026-10-16
Garrison Bradford & Associates Inc
NEW1,000—+1,000——$204.2K—2026-10-27
Hardy Reed LLC
NEW1,000—+1,000——$204.3K—2026-11-06
Cache Advisors, LLC
NEW1,000—+1,000——$204.2K—2026-10-16
Willow Creek Wealth Management Inc.
NEW991—+991——$202.4K—2026-10-26
Snider Financial Group
NEW990—+990——$202.2K—2026-10-16
Lebenthal Global Advisors, LLC
NEW990—+990——$202.2K—2026-10-28
Rakuten Securities, Inc.
INCREASED990422+568+135%$70.0K$202.2K+$132.2K2026-11-02
Tactive Advisors, LLC
NEW986—+986——$201.3K—2026-10-08
Mullaney, Keating & Wright, Inc.
NEW984—+984——$200.9K—2026-10-19
Share Andrew L.
NEW984—+984——$200.9K—2026-11-06
Colton Groome Financial Advisors, LLC
NEW983—+983——$200.7K—2026-10-06
Private Wealth Management Group, LLC
DECREASED955987-32-3%$163.6K$195.0K+$31.4K2026-10-19
Townsend & Associates, Inc
NEW924—+924——$207.8K—2026-10-23
Axiom Investment Management LLC
UNCHANGED90890800%$150.5K$185.4K+$34.9K2026-11-03
Horizon Financial Services, LLC
DECREASED899987-88-9%$163.6K$183.6K+$20.0K2026-11-04
Tenzing Financial LLC
NEW897—+897——$201.3K—2026-11-03
Montgomery Financial Services LLC
INCREASED891884+7+1%$146.6K$181.9K+$35.3K2026-11-03
West Financial Advisors, LLC
UNCHANGED88688600%$146.9K$180.9K+$34.1K2026-10-22
Addison Advisors LLC
DECREASED881900-19-2%$149.1K$179.9K+$30.7K2026-11-06
Acumen Wealth Advisors, LLC
INCREASED874682+192+28%$113.0K$178.5K+$65.4K2026-11-05
Financial Freedom, LLC
NEW863—+863——$176.3K—2026-11-06
Dorato Capital Management
UNCHANGED82182100%$144.8K$168.3K+$23.6K2026-10-08
AXS Investments LLC
INCREASED803795+8+1%$131.8K$164.0K+$32.2K2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED79179100%$131.1K$161.6K+$30.5K2026-10-28
Covestor Ltd
INCREASED766738+28+4%$122.0K$157.0K+$35.0K2026-10-30
Quaker Wealth Management, LLC
DECREASED766794-28-4%$131.7K$156.4K+$24.7K2026-10-22
Balance Wealth Partners LLC
NEW755—+755——$154.1K—2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
INCREASED733729+4+1%$120.9K$149.8K+$28.9K2026-10-28
Blue Bell Private Wealth Management, LLC
INCREASED717311+406+131%$51.6K$146.4K+$94.9K2026-10-29
Hurley Capital, LLC
INCREASED716715+1+0%$118.5K$146.2K+$27.7K2026-11-05
Ulland Investment Advisors, LLC
UNCHANGED70070000%$116.0K$143.0K+$27.0K2026-10-13
Prism Planning Partners LLC
NEW686—+686——$140.0K—2026-10-27
Mascoma Wealth Management LLC
INCREASED678298+380+128%$49.4K$138.5K+$89.1K2026-10-23
Fairscale Capital, LLC
INCREASED677667+10+2%$110.6K$159.4K+$48.9K2026-11-04
Accordant Advisory Group Inc
DECREASED665671-6-1%$111.2K$135.8K+$24.6K2026-10-29
Bradley & Co. Private Wealth Management, LLC
UNCHANGED66166100%$109.6K$135.0K+$25.4K2026-10-23
Fairway Wealth LLC
INCREASED655116+539+465%$19.2K$133.8K+$114.5K2026-10-30
Putney Financial Group LLC
NEW653—+653——$133.3K—2026-10-30
Prudent Man Investment Management, Inc.
INCREASED649373+276+74%$56.8K$132.5K+$75.7K2026-11-03
Investment Research & Advisory Group, Inc.
UNCHANGED64364300%$112.9K$151.1K+$38.2K2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED641650-9-1%$107.7K$131.0K+$23.3K2026-10-16
Wealth Analytics Partners, LLC
NEW639—+639——$130.5K—2026-10-19
Clark Wealth Partners
INCREASED621363+258+71%$60.1K$126.9K+$66.8K2026-10-19
MidAtlantic Capital Management, Inc.
NEW619—+619——$126.4K—2026-11-05
DecisionPoint Financial, LLC
INCREASED619542+77+14%$89.8K$128.2K+$38.4K2026-10-27
Richardson Capital Management LLC
UNCHANGED61561500%$101.9K$125.6K+$23.6K2026-10-23
Financial Perspectives, Inc
INCREASED611549+62+11%$90.9K$124.7K+$33.8K2026-11-03
Trellis Wealth Advisors LLC
NEW600—+600——$122.5K—2026-10-19
Southern Michigan Bank & Trust
INCREASED600597+3+1%$99.0K$122.5K+$23.6K2026-10-19
Cdkv Holdings LLC
INCREASED564562+2+0%$93.2K$115.3K+$22.1K2026-10-28
DiNuzzo Private Wealth, Inc.
INCREASED558514+44+9%$85.2K$114.0K+$28.7K2026-10-16
Wilkerson Advisory Group LLC
INCREASED549514+35+7%$85.2K$112.1K+$26.9K2026-10-20
Next Level Wealth Planning, LLC
NEW545—+545——$111.4K—2026-10-29
Clean Yield Group
UNCHANGED54354300%$90.0K$110.9K+$20.9K2026-10-28
James T. Borello RIA
DECREASED537566-29-5%$93.8K$109.7K+$15.8K2026-10-16
Beacon Financial Strategies Corp
DECREASED530555-25-4%$92.0K$108.2K+$16.2K2026-10-14
Luken Investment Analytics, LLC
UNCHANGED52852800%$87.5K$107.8K+$20.3K2026-11-06
RHL Group, LLC
UNCHANGED51951900%$86.2K$106.0K+$19.8K2026-11-04
3 Factor Indexing, LLC
UNCHANGED50250200%$83.2K$102.5K+$19.3K2026-10-15
Louisbourg Investments Inc.
UNCHANGED50050000%$82.9K$102.1K+$19.2K2026-10-20
Goodman Advisory Group, LLC
NEW499—+499——$101.9K—2026-11-02
Lynch Investment Planning, LLC
NEW488—+488——$99.7K—2026-10-27
Valued Wealth Advisors LLC
INCREASED484347+137+39%$57.5K$98.9K+$41.5K2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED48248200%$79.9K$98.4K+$18.5K2026-10-15
Torren Management, LLC
INCREASED47995+384+404%$15.7K$97.9K+$82.2K2026-10-29
Peck Wealth Management, LLC
UNCHANGED47847800%$79.2K$97.6K+$18.4K2026-10-29
High Point Wealth Management, LLC
INCREASED470469+1+0%$77.7K$96.0K+$18.2K2026-11-05
Breakwater Investment Management
INCREASED464456+8+2%$75.6K$94.8K+$19.2K2026-10-20
Navigoe, LLC
INCREASED460455+5+1%$75.0K$93.0K+$18.0K2026-11-04
Cedar Mountain Advisors, LLC
DECREASED459484-25-5%$80.3K$93.7K+$13.4K2026-10-15
Hoese & Co LLP
UNCHANGED44344300%$73.4K$90.5K+$17.0K2026-10-21
Peterson Wealth Services
UNCHANGED44144100%$73.1K$90.1K+$17.0K2026-10-26
Murphy & Mullick Capital Management Corp
INCREASED436430+6+1%$71.2K$89.0K+$17.7K2026-11-02
Activest Wealth Management
INCREASED433342+91+27%$56.7K$88.4K+$31.7K2026-10-15
Burkett Financial Services, LLC
DECREASED418617-199-32%$102.4K$85.5K-$16.9K2026-10-01
Sellwood Investment Partners LLC
UNCHANGED38738700%$64.1K$79.0K+$14.9K2026-11-03
Western Pacific Wealth Management, LP
UNCHANGED38038000%$62.9K$77.5K+$14.6K2026-10-16
Vermillion Wealth Management, Inc.
DECREASED3771,978-1,601-81%$327.9K$77.0K-$250.9K2026-10-26
Bare Financial Services, Inc
INCREASED376335+41+12%$55.5K$76.8K+$21.3K2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED37537500%$62.2K$76.6K+$14.4K2026-10-26
NorthAvenue LLC
UNCHANGED37237200%$61.7K$76.0K+$14.3K2026-10-29
IMG Wealth Management, Inc.
INCREASED371369+2+1%$61.2K$75.8K+$14.6K2026-10-27
Evolution Wealth Management Inc.
DECREASED353548-195-36%$90.8K$72.1K-$18.8K2026-10-28
Redwood Park Advisors LLC
INCREASED346344+2+1%$56.9K$70.6K+$13.7K2026-11-02
Sfam, LLC
INCREASED344343+1+0%$56.9K$70.2K+$13.3K2026-11-03
Livelsberger Financial Advisory
NEW341—+341——$69.6K—2026-10-28
Kroeger Financial Partners
UNCHANGED33633600%$55.7K$68.6K+$12.9K2026-10-19
Polaris Financial Partners
NEW335—+335——$69—2026-10-02
Gold Investment Management Ltd.
UNCHANGED33033000%$54.7K$67.4K+$12.7K2026-10-19
Key Capital Management, Inc
INCREASED326324+2+1%$53.7K$66.6K+$12.9K2026-11-03
Sarver Vrooman Wealth Advisors
UNCHANGED32532500%$54.9K$66.4K+$11.5K2026-10-01
POM Investment Strategies, LLC
DECREASED312317-5-2%$52.5K$63.7K+$11.2K2026-10-20
LFA - Lugano Financial Advisors SA
DECREASED295327-32-10%$54.2K$60.2K+$6.0K2026-11-03
Align Financial, LLC
INCREASED292271+21+8%$44.9K$59.6K+$14.7K2026-10-16
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED290240+50+21%$39.8K$59.2K+$19.4K2026-10-14
Burk Holdings LLC
INCREASED283251+32+13%$41.6K$57.8K+$16.2K2026-11-05
Tounjian Advisory Partners, LLC
DECREASED278985-707-72%$163.3K$56.8K-$106.4K2026-11-04
Signature Resources Capital Management, LLC
INCREASED270256+14+5%$42.4K$55.1K+$12.7K2026-10-16
Marquette Asset Management, LLC
UNCHANGED26726700%$44.3K$54.5K+$10.3K2026-10-09
Newton One Investments LLC
DECREASED265391-126-32%$64.8K$54.1K-$10.6K2026-10-14
Team Financial Group, LLC
NEW259—+259——$52.8K—2026-10-30
Birchwood Financial Partners, Inc.
UNCHANGED25325300%$41.9K$51.6K+$9.7K2026-11-02
Bay Harbor Wealth Management, LLC
INCREASED252216+36+17%$35.8K$51.5K+$15.7K2026-11-03
Sunrise Financial Services, LLC
UNCHANGED24824800%$41.1K$50.6K+$9.5K2026-10-21
Carota Wealth Management
UNCHANGED24224200%$40.1K$49.4K+$9.3K2026-11-03
Centerpoint Advisors, LLC
DECREASED240354-114-32%$59.0K$49.0K-$10.0K2026-11-05
Retirement Wealth Solutions LLC
INCREASED235131+104+79%$21.7K$48.0K+$26.3K2026-10-07
Daytona Street Capital LLC
UNCHANGED22222200%$38.8K$45.8K+$7.0K2026-10-15
Tributary Capital Management, LLC
NEW218—+218——$44.5K—2026-10-28
Strengthening Families & Communities, LLC
DECREASED217247-30-12%$40.9K$44.3K+$3.5K2026-10-21
Transce3nd, LLC
INCREASED20133+168+509%$5.8K$45.6K+$39.8K2026-10-26
Downshift Financial, LLC
UNCHANGED18718700%$31.0K$38.2K+$7.2K2026-10-13
Paladin Partners, LLC
UNCHANGED18318300%$30.3K$37.4K+$7.0K2026-10-06
Pioneer Family Office, LLC
UNCHANGED18018000%$29.8K$36.8K+$6.9K2026-10-30
Barnes Dennig Private Wealth Management LLC
INCREASED175172+3+2%$28.5K$35.7K+$7.2K2026-10-30
Phillip James Consulting Co.
UNCHANGED16916900%$28.0K$34.5K+$6.5K2026-11-03
Vima LLC
INCREASED167166+1+1%$27.5K$34.0K+$6.5K2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED15415400%$25.6K$31.5K+$5.9K2026-10-23
Bear Mountain Capital, Inc.
UNCHANGED14814800%$26.9K$33.3K+$6.4K2026-11-04
Morton Brown Family Wealth, LLC
INCREASED143131+12+9%$21.7K$29.2K+$7.5K2026-10-23
Entrust Financial LLC
DECREASED141151-10-7%$25.0K$28.8K+$3.8K2026-11-04
Fairman Group, LLC
UNCHANGED13913900%$23.0K$28.4K+$5.3K2026-10-26
Tower View Wealth Management LLC
DECREASED137490-353-72%$81.2K$27.9K-$53.2K2026-10-23
Jcic Asset Management Inc.
UNCHANGED13713700%$28.3K$28.0K-$3682026-10-30
Maseco LLP
INCREASED13280+52+65%$13.3K$27.0K+$13.7K2026-10-27
Midwest Capital Advisors, LLC
UNCHANGED13013000%$21.6K$26.6K+$5.0K2026-11-04
Curat Global, LLC
UNCHANGED12512500%$20.7K$25.5K+$4.8K2026-10-26
FNY Investment Advisers, LLC
INCREASED123120+3+3%$19$25.0K+$25.0K2026-10-16
American Capital Advisory, LLC
INCREASED123120+3+3%$19.9K$25.1K+$5.2K2026-10-28
McCarley & Cook Financial Planners
UNCHANGED12112100%$20.1K$24.7K+$4.7K2026-10-21
Peterson Wealth Management
INCREASED110109+1+1%$18.0K$22.4K+$4.4K2026-11-06
Advantage Trust Co
UNCHANGED11011000%$18.2K$22.5K+$4.2K2026-10-19
Three Bridge Wealth Advisors, LLC
NEW102—+102——$20.8K—2026-11-05
Robbins Farley
UNCHANGED10010000%$16.6K$20.4K+$3.8K2026-10-21
Monetary Solutions, Ltd
INCREASED8482+2+2%$13.6K$17.2K+$3.6K2026-10-22
Belvedere Trading LLC
NEW82—+82——$16.7K—2026-11-05
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
UNCHANGED808000%$13.3K$16.3K+$3.1K2026-10-23
Clayton Financial Group LLC
NEW75—+75——$15.3K—2026-10-13
10Elms LLP
INCREASED7430+44+147%$5.0K$15.1K+$10.1K2026-11-06
Main Street Group, LTD
DECREASED71137-66-48%$22.7K$14.6K-$8.1K2026-10-28
United Financial Planning Group LLC
UNCHANGED606000%$9.9K$12.3K+$2.3K2026-11-04
Noble Wealth Management PBC
UNCHANGED545400%$9.0K$11.0K+$2.1K2026-10-01
MJT & Associates Financial Advisory Group, Inc.
DECREASED53868-815-94%$143.9K$10.8K-$133.1K2026-10-07
Nvest Wealth Strategies, Inc.
DECREASED4550-5-10%$8.3K$9.2K+$9012026-10-14
PayPay Securities Corp
DECREASED3958-19-33%$9.6K$8.0K-$1.7K2026-10-27
Fiduciary Advisors, Inc.
NEW32—+32——$6.5K—2026-10-16
Mountain Hill Investment Partners Corp.
DECREASED27127-100-79%$21.0K$5.5K-$15.5K2026-10-23
GS Investments, Inc.
UNCHANGED252500%$4.1K$5.1K+$9612026-11-05
Bulwark Capital Corp
UNCHANGED252500%$4.1K$5.0K+$9452026-10-13
Marshall & Sterling Wealth Advisors Inc.
NEW21—+21——$4.3K—2026-10-28
Networth Advisors, LLC
UNCHANGED181800%$3.0K$3.7K+$7222026-11-03
Rachor Investment Advisory Services, LLC
UNCHANGED181800%$3.0K$3.7K+$7202026-10-29
Horrell Capital Management, Inc.
UNCHANGED101000%$1.7K$2.1K+$4092026-10-08
Your Advocates Ltd., LLP
INCREASED85+3+60%$829$1.6K+$8052026-11-03
Sherman Asset Management, Inc.
UNCHANGED7700%$1.3K$1.6K+$3062026-11-05
Imc-Chicago, LLC
CLOSED0329,207-329,207-100%$54.6M$0-$54.6M2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED0134,525-134,525-100%$22.3M$0-$22.3M2026-10-16
Natixis
CLOSED072,162-72,162-100%$12.0M$0-$12.0M2026-11-06
Oak Thistle LLC
CLOSED041,333-41,333-100%$6.9M$0-$6.9M2026-10-21
Arnhold LLC
CLOSED021,921-21,921-100%$3.6M$0-$3.6M2026-10-26
Laurion Capital Management LP
CLOSED018,157-18,157-100%$3.0M$0-$3.0M2026-10-30
VCI Wealth Management LLC
CLOSED014,132-14,132-100%$2.3M$0-$2.3M2026-10-29
Wellington Shields & Co., LLC
CLOSED013,002-13,002-100%$2.2M$0-$2.2M2026-11-03
Milestones Administradora de Recursos Ltda.
CLOSED011,731-11,731-100%$1.9M$0-$1.9M2026-10-21
Arbor Capital Management Inc
CLOSED09,906-9,906-100%$1.8M$0-$1.8M2026-10-21
Wolverine Asset Management LLC
CLOSED09,550-9,550-100%$1.6M$0-$1.6M2026-11-02
Wellington Shields Capital Management, LLC
CLOSED08,436-8,436-100%$1.4M$0-$1.4M2026-11-03
OMC Financial Services LTD
CLOSED06,583-6,583-100%$1.1M$0-$1.1M2026-10-19
Malaga Cove Capital, LLC
CLOSED04,086-4,086-100%$677.3K$0-$677.3K2026-10-23
Shah Wealth Advisors, LLC
CLOSED03,985-3,985-100%$660.6K$0-$660.6K2026-11-06
Wisconsin Wealth Advisors, LLC
CLOSED03,840-3,840-100%$636.6K$0-$636.6K2026-10-08
One Wealth Capital Management, LLC
CLOSED03,750-3,750-100%$621.6K$0-$621.6K2026-10-23
Johnson Financial Group, LLC
CLOSED03,421-3,421-100%$567.1K$0-$567.1K2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED03,088-3,088-100%$511.9K$0-$511.9K2026-11-04
FDx Advisors, Inc.
CLOSED02,576-2,576-100%$427.0K$0-$427.0K2026-11-05
Check Capital Management Inc
CLOSED02,500-2,500-100%$414.4K$0-$414.4K2026-11-05
Norris Perne & French LLP
CLOSED02,443-2,443-100%$405.0K$0-$405.0K2026-10-23
MQS Management LLC
CLOSED02,128-2,128-100%$352.7K$0-$352.7K2026-11-06
Community Bank of Raymore
CLOSED02,087-2,087-100%$345.9K$0-$345.9K2026-10-23
Hofer & Associates. Inc
CLOSED01,989-1,989-100%$329.6K$0-$329.6K2026-10-13
Waycross Partners, LLC
CLOSED01,967-1,967-100%$326.1K$0-$326.1K2026-11-03
Schorn Wealth LLC
CLOSED01,881-1,881-100%$311.8K$0-$311.8K2026-10-14
Lane Brothers & Co Inc
CLOSED01,846-1,846-100%$306.0K$0-$306.0K2026-11-02
4Wealth Advisors, Inc.
CLOSED01,746-1,746-100%$294.1K$0-$294.1K2026-10-13
Monument Group Wealth Advisors, LLC
CLOSED01,517-1,517-100%$323.0K$0-$323.0K2026-10-21
Wealth Science Advisors LLC
CLOSED01,516-1,516-100%$251.3K$0-$251.3K2026-10-09
SeedSafe Financial LLC
CLOSED01,452-1,452-100%$240.7K$0-$240.7K2026-11-02
TrustWell Financial Advisors, LLC
CLOSED01,310-1,310-100%$217.1K$0-$217.1K2026-10-15
Goldstein Advisors, LLC
CLOSED01,256-1,256-100%$208.2K$0-$208.2K2026-10-15
GLR Partners, LLC
CLOSED01,247-1,247-100%$206.7K$0-$206.7K2026-11-04
Scarborough Advisors, LLC
CLOSED01,112-1,112-100%$208.5K$0-$208.5K2026-10-16
Cornerstone Planning Group LLC
CLOSED0987-987-100%$190.4K$0-$190.4K2026-10-16
Gill Capital Partners, LLC
CLOSED0832-832-100%$137.9K$0-$137.9K2026-10-13
Robinswood Financial LLC
CLOSED0649-649-100%$107.6K$0-$107.6K2026-10-20
Bayforest Capital Ltd
CLOSED0575-575-100%$95.3K$0-$95.3K2026-11-03
Atlatl Advisers LLC
CLOSED0563-563-100%$93.3K$0-$93.3K2026-10-22
One River Asset Management, LLC
CLOSED0557-557-100%$92.3K$0-$92.3K2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED0510-510-100%$84.5K$0-$84.5K2026-10-29
Evolution Advisers, Inc.
CLOSED0310-310-100%$51.0K$0-$51.0K2026-11-06
Strategic Wealth Advisors LLC
CLOSED0220-220-100%$33$0-$332026-11-06
Whipplewood Advisors, LLC
CLOSED0109-109-100%$18.1K$0-$18.1K2026-10-20
Midway Capital Research & Management
CLOSED0100-100-100%$16.6K$0-$16.6K2026-10-20
Brooklands Fund Management Ltd
CLOSED01-1-100%$174$0-$1742026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$479.0K$670.0K+$191.0K2026-10-29
BlackRock, Inc.
N/A—154,824,622-154,824,622-100%$25.7B———
State Street Corp
N/A—148,447,634-148,447,634-100%$24.6B———
Vanguard Capital Management LLC
N/A—122,899,830-122,899,830-100%$20.4B———
Berkshire Hathaway Inc
N/A—84,375,856-84,375,856-100%$14.0B———
Vanguard Portfolio Management LLC
N/A—42,476,901-42,476,901-100%$7.0B———
Charles Schwab Investment Management Inc
N/A—37,714,808-37,714,808-100%$6.3B———
Morgan Stanley
N/A—36,051,004-36,051,004-100%$6.0B———
Bank of America Corp
N/A—27,205,457-27,205,457-100%$4.5B———
Norges Bank
N/A—22,964,061-22,964,061-100%$3.8B———
Ameriprise Financial Inc
N/A—19,715,597-19,715,597-100%$3.3B———
Northern Trust Corp
N/A—19,354,494-19,354,494-100%$3.2B———
JPMorgan Chase & Co
N/A—19,044,269-19,044,269-100%$3.2B———
Price T Rowe Associates Inc
N/A—17,571,723-17,571,723-100%$2.9B———
Wells Fargo & Company
N/A—17,544,909-17,544,909-100%$2.9B———
Franklin Resources Inc
N/A—15,439,665-15,439,665-100%$2.6B———
Invesco Ltd.
N/A—15,185,328-15,185,328-100%$2.5B———
Goldman Sachs Group Inc
N/A—14,146,366-14,146,366-100%$2.3B———
State Farm Mutual Automobile Insurance Co
N/A—13,334,215-13,334,215-100%$2.2B———
FMR LLC
N/A—13,042,972-13,042,972-100%$2.2B———
Royal Bank of Canada
N/A—11,745,312-11,745,312-100%$1.9B———
Capital World Investors
N/A—10,890,630-10,890,630-100%$1.8B———
UBS Group AG
N/A—10,688,911-10,688,911-100%$1.8B———
Vanguard Fiduciary Trust Co
N/A—10,525,297-10,525,297-100%$1.7B———
Legal & General Group Plc
N/A—8,822,469-8,822,469-100%$1.5B———
Nuveen, LLC
N/A—8,755,492-8,755,492-100%$1.5B———
UBS Asset Management Americas LLC
N/A—7,504,409-7,504,409-100%$1.2B———
Raymond James Financial Inc
N/A—7,332,774-7,332,774-100%$1.2B———
Fayez Sarofim & Co
N/A—6,316,069-6,316,069-100%$1.0B———
Massachusetts Financial Services Co
N/A—6,072,686-6,072,686-100%$1.0B———
Qube Research & Technologies Ltd
N/A—5,679,785-5,679,785-100%$941.5M———
AQR Capital Management LLC
N/A—5,502,367-5,502,367-100%$912.1M———
Envestnet Asset Management Inc
N/A—5,065,768-5,065,768-100%$839.7M———
National Pension Service
N/A—4,525,852-4,525,852-100%$750.2M———
Canada Pension Plan Investment Board
N/A—4,348,495-4,348,495-100%$720.8M———
GQG Partners LLC
N/A—4,321,814-4,321,814-100%$716.4M———
Capital Wealth Planning, LLC
N/A—4,290,958-4,290,958-100%$711.3M———
Aristotle Capital Management, LLC
N/A—4,141,943-4,141,943-100%$686.6M———
Vanguard Global Advisers, LLC
N/A—4,118,469-4,118,469-100%$682.7M———
Jupiter Topco LLC
N/A—4,078,078-4,078,078-100%$676.0M———
First Trust Advisors LP
N/A—3,932,543-3,932,543-100%$651.9M———
Vanguard Asset Management, Ltd
N/A—3,828,738-3,828,738-100%$634.7M———
HSBC Holdings PLC
N/A—3,772,598-3,772,598-100%$626.0M———
Alliancebernstein L.P.
N/A—3,744,262-3,744,262-100%$774.7M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—3,730,283-3,730,283-100%$618.3M———
California Public Employees Retirement System
N/A—3,626,259-3,626,259-100%$601.1M———
Citadel Advisors LLC
N/A—3,496,126-3,496,126-100%$579.5M———
SG Americas Securities, LLC
N/A—3,390,229-3,390,229-100%$562.0M———
Millennium Management LLC
N/A—3,056,388-3,056,388-100%$506.6M———
Stifel Financial Corp
N/A—3,053,750-3,053,750-100%$506.2M———
Rhumbline Advisers
N/A—3,050,110-3,050,110-100%$505.6M———
Neuberger Berman Group LLC
N/A—2,991,482-2,991,482-100%$496.2M———
HighTower Advisors, LLC
N/A—2,912,517-2,912,517-100%$482.8M———
Bessemer Group Inc
N/A—2,909,742-2,909,742-100%$482.3M———
Renaissance Technologies LLC
N/A—2,870,517-2,870,517-100%$475.8M———
Bank of Montreal
N/A—2,789,090-2,789,090-100%$462.3M———
BNP Paribas Financial Markets
N/A—2,774,754-2,774,754-100%$459.9M———
Capital International Investors
N/A—2,663,770-2,663,770-100%$441.5M———
California State Teachers Retirement System
N/A—2,610,183-2,610,183-100%$432.7M———
Marshall Wace, LLP
N/A—2,535,368-2,535,368-100%$420.3M———
Wellington Management Group LLP
N/A—2,507,330-2,507,330-100%$415.6M———
Jane Street Group, LLC
N/A—2,423,296-2,423,296-100%$401.7M———
Federated Hermes, Inc.
N/A—2,400,279-2,400,279-100%$397.9M———
Capital Research Global Investors
N/A—2,330,961-2,330,961-100%$386.4M———
Primecap Management Co
N/A—2,285,458-2,285,458-100%$378.8M———
American Century Companies Inc
N/A—2,188,745-2,188,745-100%$362.8M———
Jones Financial Companies Lllp
N/A—2,182,507-2,182,507-100%$372.8M———
Holocene Advisors, LP
N/A—2,125,327-2,125,327-100%$352.3M———
Squarepoint Ops LLC
N/A—2,065,765-2,065,765-100%$342.4M———
Clearbridge Investments, LLC
N/A—1,977,543-1,977,543-100%$327.8M———
Aviva PLC
N/A—1,891,879-1,891,879-100%$313.6M———
Ensign Peak Advisors, Inc
N/A—1,842,307-1,842,307-100%$305.4M———
London Co of Virginia
N/A—1,827,459-1,827,459-100%$302.9M———
Natixis Advisors, LLC
N/A—1,788,593-1,788,593-100%$296.5M———
D. E. Shaw & Co., Inc.
N/A—1,736,226-1,736,226-100%$287.8M———
Mariner, LLC
N/A—1,734,558-1,734,558-100%$287.5M———
Focus Partners Wealth
N/A—1,730,155-1,730,155-100%$286.8M———
Baird Financial Group, Inc.
N/A—1,728,643-1,728,643-100%$286.5M———
Adage Capital Partners GP, L.L.C.
N/A—1,724,613-1,724,613-100%$285.9M———
New York State Common Retirement Fund
N/A—1,718,548-1,718,548-100%$284.9M———
Schroder Investment Management Group
N/A—1,662,779-1,662,779-100%$280.1M———
Prudential Financial Inc
N/A—1,643,975-1,643,975-100%$272.5M———
State Board of Administration of Florida Retirement System
N/A—1,587,525-1,587,525-100%$263.1M———
Acadian Asset Management LLC
N/A—1,582,345-1,582,345-100%$262.3M———
Rockefeller Capital Management L.P.
N/A—1,572,041-1,572,041-100%$260.6M———
Captrust Financial Advisors
N/A—1,569,921-1,569,921-100%$260.2M———
Voya Investment Management LLC
N/A—1,565,239-1,565,239-100%$259.2M———
CIBC Bancorp USA Inc.
N/A—1,548,715-1,548,715-100%$256.7M———
Manufacturers Life Insurance Company, the
N/A—1,519,457-1,519,457-100%$251.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,446,112-1,446,112-100%$239.7M———
Allianz Asset Management GmbH
N/A—1,434,871-1,434,871-100%$237.8M———
National Bank of Canada
N/A—1,385,180-1,385,180-100%$229.7M———
Cerity Partners LLC
N/A—1,372,649-1,372,649-100%$227.5M———
NewEdge Advisors, LLC
N/A—1,249,960-1,249,960-100%$207.2M———
Janney Montgomery Scott LLC
N/A—1,248,540-1,248,540-100%$207.0M———
Voloridge Investment Management, LLC
N/A—1,217,423-1,217,423-100%$201.8M———
Cetera Investment Advisers
N/A—1,211,858-1,211,858-100%$200.9M———
Man Group plc
N/A—1,157,465-1,157,465-100%$191.9M———
Korea Investment Corp
N/A—1,133,083-1,133,083-100%$187.8M———
TD Asset Management Inc
N/A—1,097,929-1,097,929-100%$182.0M———
Osaic Holdings, Inc.
N/A—1,097,170-1,097,170-100%$182.0M———
Quantinno Capital Management LP
N/A—1,090,395-1,090,395-100%$180.7M———
59 North Capital Management, LP
N/A—1,043,921-1,043,921-100%$173.0M———
SEI Investments Co
N/A—1,020,003-1,020,003-100%$169.1M———
Bank of Nova Scotia
N/A—1,009,132-1,009,132-100%$167.3M———
Nomura Asset Management Co LTD
N/A—1,006,660-1,006,660-100%$166.9M———
Canada Life Assurance Co
N/A—997,652-997,652-100%$165.2M———
Royal London Asset Management LTD
N/A—992,042-992,042-100%$164.4M———
Glenmede Trust Co NA
N/A—988,374-988,374-100%$163.8M———
State of Wisconsin Investment Board
N/A—986,154-986,154-100%$163.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—979,319-979,319-100%$162.4M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—976,799-976,799-100%$161.9M———
Northwestern Mutual Wealth Management Co
N/A—973,273-973,273-100%$161.3M———
M&T Bank Corp
N/A—967,999-967,999-100%$160.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—963,814-963,814-100%$159.8M———
Commerzbank Aktiengesellschaft
N/A—944,091-944,091-100%$156.5M———
Chevy Chase Trust Holdings, LLC
N/A—922,214-922,214-100%$152.9M———
Nomura Asset Management International Inc.
N/A—921,682-921,682-100%$152.8M———
Empower Advisory Group, LLC
N/A—893,452-893,452-100%$148.1M———
Vanguard Investments Australia, Ltd.
N/A—884,625-884,625-100%$146.6M———
Haverford Trust Co
N/A—883,876-883,876-100%$146.5M———
CIBC World Market Inc.
N/A—879,695-879,695-100%$145.8M———
Susquehanna International Group, LLP
N/A—877,574-877,574-100%$145.5M———
KLP Kapitalforvaltning AS
N/A—863,597-863,597-100%$143.1M———
Cullen Capital Management, LLC
N/A—859,592-859,592-100%$142.5M———
Victory Capital Management Inc
N/A—828,303-828,303-100%$137.3M———
Empowered Funds, LLC
N/A—794,393-794,393-100%$131.7M———
Treasurer of the State of North Carolina
N/A—790,306-790,306-100%$131.0M———
Tidal Investments LLC
N/A—785,091-785,091-100%$130.1M———
Worldquant Millennium Advisors LLC
N/A—766,061-766,061-100%$127.0M———
Mercer Global Advisors Inc
N/A—758,835-758,835-100%$125.8M———
FIL Ltd
N/A—758,484-758,484-100%$125.7M———
Public Employees Retirement System of Ohio
N/A—728,946-728,946-100%$120.8M———
Blair William & Co
N/A—727,136-727,136-100%$120.5M———
DJE Kapital AG
N/A—711,208-711,208-100%$120.9M———
HRT Financial LP
N/A—699,729-699,729-100%$116.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—698,709-698,709-100%$115.8M———
Rathbones Group PLC
N/A—694,835-694,835-100%$115.2M———
State of Tennessee, Department of Treasury
N/A—655,499-655,499-100%$108.7M———
ING Groep NV
N/A—655,308-655,308-100%$108.6M———
Macquarie Group LTD
N/A—653,897-653,897-100%$108.4M———
First Financial Bankshares Inc
N/A—646,295-646,295-100%$107.1M———
Teacher Retirement System of Texas
N/A—646,010-646,010-100%$107.1M———
DnB Asset Management AS
N/A—638,363-638,363-100%$105.8M———
Capital Advisors Inc
N/A—624,513-624,513-100%$103.5M———
Capital Fund Management S.A.
N/A—615,136-615,136-100%$102.0M———
Johnson Investment Counsel Inc
N/A—614,615-614,615-100%$101.9M———
Commerce Bank
N/A—596,079-596,079-100%$98.8M———
Capitolis Liquid Global Markets LLC
N/A—587,088-587,088-100%$97.3M———
Beacon Pointe Advisors, LLC
N/A—586,022-586,022-100%$97.1M———
Panagora Asset Management Inc
N/A—577,778-577,778-100%$95.8M———
Resona Asset Management Co.,Ltd.
N/A—563,134-563,134-100%$93.7M———
Toronto Dominion Bank
N/A—561,335-561,335-100%$93.0M———
MML Investors Services, LLC
N/A—556,097-556,097-100%$92.2M———
Advisors Capital Management, LLC
N/A—554,410-554,410-100%$91.9M———
Jennison Associates LLC
N/A—538,121-538,121-100%$89.2M———
Public Sector Pension Investment Board
N/A—534,527-534,527-100%$88.6M———
Jacobs Levy Equity Management, Inc
N/A—531,516-531,516-100%$88.1M———
&partners
N/A—530,923-530,923-100%$88.0M———
AE Wealth Management LLC
N/A—528,734-528,734-100%$87.6M———
BNP Paribas Asset Management Holding S.A.
N/A—516,253-516,253-100%$85.6M———
Brandes Investment Partners, LP
N/A—488,526-488,526-100%$81.0M———
Pacer Advisors, Inc.
N/A—486,226-486,226-100%$80.6M———
Huntington National Bank
N/A—482,234-482,234-100%$79.9M———
Trexquant Investment LP
N/A—470,794-470,794-100%$78.0M———
Silvercrest Asset Management Group LLC
N/A—466,485-466,485-100%$77.3M———
O'shaughnessy Asset Management, LLC
N/A—466,416-466,416-100%$77.3M———
Sanctuary Advisors, LLC
N/A—457,546-457,546-100%$75.8M———
Point72 Asset Management, L.P.
N/A—452,243-452,243-100%$75.0M———
Bartlett & Co. Wealth Management LLC
N/A—444,133-444,133-100%$73.6M———
MetLife Investment Management, LLC
N/A—428,022-428,022-100%$70.9M———
Epoch Investment Partners, Inc.
N/A—425,319-425,319-100%$70.5M———
Gabelli Funds LLC
N/A—424,912-424,912-100%$70.4M———
Nordea Investment Management AB
N/A—423,910-423,910-100%$71.0M———
Woodline Partners LP
N/A—407,105-407,105-100%$67.5M———
Brevan Howard Capital Management LP
N/A—404,553-404,553-100%$67.1M———
Pinnacle Financial Partners, Inc.
N/A—401,107-401,107-100%$66.5M———
Whittier Trust Co
N/A—394,824-394,824-100%$66.4M———
Berkshire Asset Management LLC
N/A—393,831-393,831-100%$65.3M———
Tudor Investment Corp ET AL
N/A—387,045-387,045-100%$64.2M———
Clark Capital Management Group, Inc.
N/A—386,716-386,716-100%$64.1M———
RNC Capital Management LLC
N/A—386,030-386,030-100%$64.0M———
Discovery Capital Management, LLC / CT
N/A—355,336-355,336-100%$58.9M———
MAI Capital Management
N/A—354,342-354,342-100%$58.7M———
Rafferty Asset Management, LLC
N/A—349,005-349,005-100%$57.9M———
Omers Administration Corp
N/A—348,749-348,749-100%$57.8M———
Guggenheim Capital LLC
N/A—344,791-344,791-100%$57.2M———
Peapack Gladstone Financial Corp
N/A—334,963-334,963-100%$55.5M———
Arax Advisory Partners
N/A—330,878-330,878-100%$54.8M———
Cresset Asset Management, LLC
N/A—325,585-325,585-100%$54.0M———
Steward Partners Investment Advisory, LLC
N/A—323,860-323,860-100%$53.7M———
Westwood Holdings Group Inc
N/A—318,160-318,160-100%$52.7M———
Tairen Capital Ltd
N/A—317,400-317,400-100%$52.6M———
Blue Sparrow, LLC
N/A—314,945-314,945-100%$52.2M———
Varma Mutual Pension Insurance Co
N/A—309,236-309,236-100%$51.3M———
Bradley Foster & Sargent Inc
N/A—308,521-308,521-100%$51.1M———
Edgar Lomax Co
N/A—305,622-305,622-100%$50.7M———
Banco Santander, S.A.
N/A—298,065-298,065-100%$49.4M———
Zacks Investment Management
N/A—289,965-289,965-100%$48.1M———
Pathstone Holdings, LLC
N/A—288,864-288,864-100%$48.0M———
Nissay Asset Management Corp N
N/A—285,903-285,903-100%$47.4M———
HM Payson & Co
N/A—285,665-285,665-100%$47.4M———
Utah Retirement Systems
N/A—281,696-281,696-100%$46.7M———
QRG Capital Management, Inc.
N/A—278,373-278,373-100%$46.1M———
Police & Firemen's Retirement System of New Jersey
N/A—278,136-278,136-100%$46.1M———
British Columbia Investment Management Corp
N/A—276,715-276,715-100%$45.9M———
Hancock Whitney Corp
N/A—272,408-272,408-100%$45.2M———
Weiss Asset Management LP
N/A—271,962-271,962-100%$45.1M———
T. Rowe Price Investment Management, Inc.
N/A—271,098-271,098-100%$44.9M———
IEQ Capital, LLC
N/A—265,948-265,948-100%$44.1M———
LOS Angeles Capital Management LLC
N/A—264,438-264,438-100%$43.8M———
Stephens Inc
N/A—260,627-260,627-100%$43.3M———
Becker Capital Management Inc
N/A—254,874-254,874-100%$42.2M———
Nomura Holdings Inc
N/A—254,459-254,459-100%$42.2M———
Wealthspire Advisors, LLC
N/A—248,370-248,370-100%$41.2M———
United Capital Financial Advisors, LLC
N/A—247,769-247,769-100%$41.1M———
Wealthfront Advisers LLC
N/A—247,455-247,455-100%$41.0M———
XTX Topco Ltd
N/A—242,884-242,884-100%$40.3M———
Public Employees Retirement Association of Colorado
N/A—239,937-239,937-100%$39.8M———
Credit Agricole S A
N/A—237,746-237,746-100%$39.4M———
Vanguard Personalized Indexing Management, LLC
N/A—237,649-237,649-100%$39.4M———
Private Advisor Group, LLC
N/A—237,172-237,172-100%$39.3M———
Crawford Investment Counsel Inc
N/A—237,119-237,119-100%$39.3M———
Brown Advisory Inc
N/A—234,992-234,992-100%$39.0M———
Managed Asset Portfolios, LLC
N/A—234,297-234,297-100%$38.8M———
Ancora Advisors LLCA
N/A—232,266-232,266-100%$38.5M———
CSM Advisors, LLC
N/A—227,111-227,111-100%$37.6M———
Federation des caisses Desjardins du Quebec
N/A—220,348-220,348-100%$36.5M———
Horizon Investments, LLC
N/A—212,936-212,936-100%$35.3M———
Cannell & Spears LLC
N/A—210,094-210,094-100%$34.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—209,168-209,168-100%$34.7M———
Ilmarinen Mutual Pension Insurance Co
N/A—203,000-203,000-100%$33.6M———
Dodge & COX
N/A—202,503-202,503-100%$33.6M———
Allstate Corp
N/A—200,849-200,849-100%$33.3M———
LGT Group Foundation
N/A—200,310-200,310-100%$33.2M———
Donaldson Capital Management, LLC
N/A—199,588-199,588-100%$33.1M———
Advisors Asset Management, Inc.
N/A—198,177-198,177-100%$32.8M———
Jain Global LLC
N/A—196,043-196,043-100%$32.5M———
Whittier Trust Co of Nevada Inc
N/A—193,583-193,583-100%$33.7M———
Capital International, Inc.
N/A—190,828-190,828-100%$31.6M———
Tocqueville Asset Management L.P.
N/A—190,393-190,393-100%$31.6M———
Lazard Asset Management LLC
N/A—187,632-187,632-100%$31.1M———
Elo Mutual Pension Insurance Co
N/A—186,674-186,674-100%$30.9M———
Argent Trust Co
N/A—186,581-186,581-100%$30.9M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—183,234-183,234-100%$30.4M———
Walleye Capital LLC
N/A—183,089-183,089-100%$30.3M———
Readystate Asset Management LP
N/A—181,277-181,277-100%$30.0M———
Curi Capital, LLC
N/A—178,117-178,117-100%$29.5M———
Solus Alternative Asset Management LP
N/A—177,723-177,723-100%$29.5M———
Waverly Advisors, LLC
N/A—177,024-177,024-100%$29.3M———
Sequoia Financial Advisors, LLC
N/A—173,771-173,771-100%$28.8M———
EP Wealth Advisors, LLC
N/A—172,344-172,344-100%$28.6M———
Investment Management Corp of Ontario
N/A—171,506-171,506-100%$28.4M———
First National Bank of Omaha
N/A—167,128-167,128-100%$27.9M———
USS Investment Management Ltd
N/A—166,612-166,612-100%$27.6M———
Bridgeway Capital Management, LLC
N/A—165,824-165,824-100%$27.5M———
Advisory Services Network, LLC
N/A—164,738-164,738-100%$27.3M———
Martingale Asset Management L P
N/A—164,221-164,221-100%$27.2M———
Parallax Volatility Advisers, L.P.
N/A—164,149-164,149-100%$27.2M———
Stock Yards Bank & Trust Co
N/A—162,167-162,167-100%$26.9M———
AlTi Global, Inc.
N/A—159,583-159,583-100%$26.5M———
Madison Asset Management, LLC
N/A—158,990-158,990-100%$26.4M———
Aptus Capital Advisors, LLC
N/A—158,001-158,001-100%$26.2M———
Bridgewater Associates, LP
N/A—154,753-154,753-100%$25.7M———
Arkadios Wealth Advisors
N/A—150,387-150,387-100%$24.9M———
Integrated Wealth Concepts LLC
N/A—150,114-150,114-100%$24.9M———
Azimuth Capital Investment Management LLC
N/A—148,458-148,458-100%$24.6M———
Teachers Retirement System of the State of Kentucky
N/A—148,124-148,124-100%$24.6M———
Orion Porfolio Solutions, LLC
N/A—146,575-146,575-100%$24.3M———
Mizuho Securities USA LLC
N/A—146,564-146,564-100%$24.3M———
Bridges Investment Management Inc
N/A—144,090-144,090-100%$23.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—143,483-143,483-100%$23.8M———
Evercore Wealth Management, LLC
N/A—142,452-142,452-100%$23.6M———
FourThought Financial Partners, LLC
N/A—141,961-141,961-100%$23.5M———
Envestnet Portfolio Solutions, Inc.
N/A—141,372-141,372-100%$23.4M———
Pinebridge Investments LLC
N/A—137,244-137,244-100%$22.7M———
Bollard Group LLC
N/A—136,295-136,295-100%$22.6M———
Summitry LLC
N/A—135,864-135,864-100%$22.5M———
Rothschild Investment LLC
N/A—134,721-134,721-100%$22.3M———
Kingsview Wealth Management, LLC
N/A—133,708-133,708-100%$22.2M———
Two Sigma Investments, LP
N/A—131,919-131,919-100%$21.9M———
Fiduciary Trust Co
N/A—131,671-131,671-100%$21.8M———
Norinchukin Bank, The
N/A—129,288-129,288-100%$21.4M———
Saudi Central Bank
N/A—129,202-129,202-100%$21.4M———
CI Investments Inc.
N/A—127,861-127,861-100%$21.2M———
Intech Investment Management LLC
N/A—126,680-126,680-100%$21.0M———
Brown Brothers Harriman & Co
N/A—126,577-126,577-100%$21.0M———
NS Partners Ltd
N/A—126,393-126,393-100%$21.0M———
Ceredex Value Advisors LLC
N/A—126,265-126,265-100%$20.9M———
Benjamin Edwards Inc
N/A—125,480-125,480-100%$20.8M———
Hamilton Capital Partners Inc.
N/A—123,970-123,970-100%$20.5M———
Hemenway Trust Co LLC
N/A—123,703-123,703-100%$20.5M———
Optiver Holding B.V.
N/A—123,350-123,350-100%$20.4M———
Alley Investment Management Company, LLC
N/A—123,205-123,205-100%$20.4M———
Logan Capital Management Inc
N/A—121,636-121,636-100%$20.2M———
Engineers Gate Manager LP
N/A—119,529-119,529-100%$19.8M———
Icon Wealth Advisors, LLC
N/A—119,507-119,507-100%$19.8M———
Segall Bryant & Hamill, LLC
N/A—119,361-119,361-100%$19.8M———
Colrain Capital LLC
N/A—119,041-119,041-100%$19.7M———
Kentucky Retirement Systems
N/A—118,275-118,275-100%$19.6M———
Buckley Wealth Management, LLC
N/A—116,907-116,907-100%$19.4M———
AR Asset Management Inc
N/A—115,632-115,632-100%$19.2M———
Bleakley Financial Group, LLC
N/A—114,499-114,499-100%$19.0M———
Equitable Holdings, Inc.
N/A—113,541-113,541-100%$18.8M———
Atlantic Union Bankshares Corp
N/A—112,498-112,498-100%$18.6M———
PDT Partners, LLC
N/A—111,500-111,500-100%$18.5M———
Milford Funds LTD
N/A—111,375-111,375-100%$18.5M———
Miramar Capital, LLC
N/A—110,127-110,127-100%$18.3M———
SouthState Bank Corp
N/A—107,823-107,823-100%$17.9M———
Lowe Brockenbrough & Co Inc
N/A—106,186-106,186-100%$17.6M———
Shelton Capital Management
N/A—105,940-105,940-100%$17.6M———
Crewe Advisors LLC
N/A—105,557-105,557-100%$17.5M———
One Capital Management, LLC
N/A—104,913-104,913-100%$21.7M———
SlateStone Wealth, LLC
N/A—104,788-104,788-100%$17.4M———
ExodusPoint Capital Management, LP
N/A—104,588-104,588-100%$17.3M———
Van Eck Associates Corp
N/A—104,396-104,396-100%$17.3M———
Gotham Asset Management, LLC
N/A—103,274-103,274-100%$17.1M———
Evelyn Partners Group Ltd
N/A—101,862-101,862-100%$16.9M———
Metis Global Partners, LLC
N/A—101,776-101,776-100%$16.9M———
Flputnam Investment Management Co
N/A—101,773-101,773-100%$16.9M———
Boston Family Office LLC
N/A—101,289-101,289-100%$16.8M———
Quantbot Technologies LP
N/A—99,373-99,373-100%$16.5M———
Composition Wealth, LLC
N/A—99,059-99,059-100%$16.4M———
Mayflower Financial Advisors, LLC
N/A—98,259-98,259-100%$16.3M———
Financial Sense Advisors, Inc.
N/A—96,557-96,557-100%$16.0M———
Bluespring Wealth Management, LLC
N/A—95,937-95,937-100%$15.9M———
Mediolanum International Funds Ltd
N/A—93,564-93,564-100%$15.8M———
Vestmark Advisory Solutions, Inc.
N/A—93,502-93,502-100%$15.5M———
Mutual Advisors, LLC
N/A—92,995-92,995-100%$15.4M———
New Age Alpha Advisors, LLC
N/A—92,831-92,831-100%$15.4M———
Southeast Asset Advisors, LLC
N/A—91,032-91,032-100%$15.1M———
Callan Family Office, LLC
N/A—90,394-90,394-100%$15.0M———
VAN Lanschot Kempen Investment Management N.V.
N/A—89,773-89,773-100%$14.9M———
Stratos Wealth Partners, Ltd.
N/A—89,084-89,084-100%$14.8M———
Maven Securities LTD
N/A—88,657-88,657-100%$14.7M———
CapitalatWork S.A.
N/A—88,215-88,215-100%$14.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—87,689-87,689-100%$14.5M———
Zurich Insurance Group Ltd
N/A—87,323-87,323-100%$14.5M———
United Bank
N/A—86,648-86,648-100%$14.4M———
Global Retirement Partners, LLC
N/A—86,122-86,122-100%$14.3M———
Simmons Bank
N/A—85,915-85,915-100%$14.2M———
Fukoku Mutual Life Insurance Co
N/A—85,766-85,766-100%$14.2M———
Modern Wealth Management, LLC
N/A—85,559-85,559-100%$14.2M———
Vident Advisory, LLC
N/A—84,603-84,603-100%$14.0M———
Oxbow Advisors, LLC
N/A—84,602-84,602-100%$14.0M———
Cary Street Partners Financial LLC
N/A—83,566-83,566-100%$13.9M———
Tower Research Capital LLC (TRC)
N/A—83,007-83,007-100%$13.8M———
Geneos Wealth Management Inc.
N/A—82,794-82,794-100%$13.7M———
Robinhood Asset Management, LLC
N/A—82,674-82,674-100%$13.7M———
Cheviot Value Management, LLC
N/A—82,362-82,362-100%$13.7M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—82,029-82,029-100%$13.6M———
Summit Trail Advisors, LLC
N/A—81,508-81,508-100%$13.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—81,311-81,311-100%$13.5M———
NFJ Investment Group, LLC
N/A—81,205-81,205-100%$13.5M———
Independent Advisor Alliance
N/A—80,992-80,992-100%$13.4M———
Stonebridge Capital Advisors LLC
N/A—80,589-80,589-100%$13.4M———
Spirepoint Private Client, LLC
N/A—80,352-80,352-100%$13.3M———
OneDigital Investment Advisors LLC
N/A—79,446-79,446-100%$13.2M———
Estabrook Capital Management
N/A—78,383-78,383-100%$13.0M———
Skba Capital Management LLC
N/A—78,195-78,195-100%$13.0M———
Tortoise Capital Advisors, L.L.C.
N/A—76,874-76,874-100%$12.7M———
Callahan Advisors, LLC
N/A—76,544-76,544-100%$12.7M———
South Dakota Investment Council
N/A—76,460-76,460-100%$12.7M———
Principal Securities, Inc.
N/A—76,336-76,336-100%$12.7M———
Summit Financial, LLC
N/A—76,007-76,007-100%$12.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—75,351-75,351-100%$12.5M———
Caprock Group, LLC
N/A—75,075-75,075-100%$12.4M———
ACT Capital Management, LLC
N/A—75,000-75,000-100%$12.4M———
World Investment Advisors
N/A—74,981-74,981-100%$15.2M———
Opal Capital LLC
N/A—74,951-74,951-100%$12.4M———
CCM Investment Advisers LLC
N/A—74,118-74,118-100%$12.3M———
Empirical Finance, LLC
N/A—74,091-74,091-100%$12.3M———
Red Door Wealth Management, LLC
N/A—74,013-74,013-100%$12.3M———
Focus Partners Advisor Solutions, LLC
N/A—73,684-73,684-100%$12.2M———
Biondo Investment Advisors, LLC
N/A—73,440-73,440-100%$12.2M———
Mufg Securities Emea plc
N/A—73,275-73,275-100%$12.1M———
Dakota Wealth Management
N/A—72,961-72,961-100%$12.1M———
Jump Financial, LLC
N/A—72,909-72,909-100%$12.1M———
Stamos Capital Partners, L.P.
N/A—72,792-72,792-100%$12.1M———
SCS Capital Management LLC
N/A—72,592-72,592-100%$12.0M———
Kayne Anderson Capital Advisors LP
N/A—72,254-72,254-100%$12.0M———
Danske Bank A/S
N/A—72,097-72,097-100%$12.0M———
Canada Post Corp Registered Pension Plan
N/A—71,836-71,836-100%$11.9M———
Aquatic Capital Management LLC
N/A—71,706-71,706-100%$11.9M———
Aventail Capital Group, LP
N/A—70,218-70,218-100%$11.6M———
Daiichi Life Insurance Co., Ltd.
N/A—70,088-70,088-100%$11.6M———
NewEdge Wealth, LLC
N/A—69,556-69,556-100%$11.5M———
Walleye Trading LLC
N/A—68,870-68,870-100%$11.4M———
Snowden Capital Advisors LLC
N/A—68,660-68,660-100%$11.4M———
Balyasny Asset Management L.P.
N/A—68,139-68,139-100%$11.3M———
Freestone Capital Holdings, LLC
N/A—66,984-66,984-100%$11.1M———
Fred Alger Management, LLC
N/A—66,414-66,414-100%$11.0M———
Colonial Trust Advisors
N/A—66,208-66,208-100%$11.0M———
Bogart Wealth, LLC
N/A—65,042-65,042-100%$10.8M———
Foundations Investment Advisors, LLC
N/A—63,741-63,741-100%$10.6M———
Motco
N/A—63,012-63,012-100%$10.4M———
Regal Investment Advisors LLC
N/A—62,380-62,380-100%$10.3M———
Klingenstein Fields & Co LP
N/A—62,290-62,290-100%$10.3M———
Schonfeld Strategic Advisors LLC
N/A—62,273-62,273-100%$10.3M———
Harbour Investments, Inc.
N/A—61,570-61,570-100%$10.2M———
Venturi Wealth Management, LLC
N/A—60,667-60,667-100%$10.1M———
Leavell Investment Management, Inc.
N/A—60,277-60,277-100%$10.0M———
Northwestern Mutual Investment Management Company, LLC
N/A—60,023-60,023-100%$9.9M———
Sand Hill Global Advisors, LLC
N/A—59,409-59,409-100%$9.8M———
Vega Investment Solutions
N/A—59,228-59,228-100%$10.1M———
Novare Capital Management LLC
N/A—59,227-59,227-100%$9.8M———
Carlson Capital, L.P.
N/A—58,775-58,775-100%$9.7M———
Connors Investor Services Inc
N/A—58,480-58,480-100%$9.7M———
Stokes Family Office, LLC
N/A—58,197-58,197-100%$9.6M———
LGT Fund Management Co Ltd.
N/A—57,689-57,689-100%$9.6M———
Hite Hedge Asset Management LLC
N/A—57,196-57,196-100%$9.5M———
American Investment Services, Inc.
N/A—56,711-56,711-100%$9.4M———
Mufg Securities Americas Inc.
N/A—56,385-56,385-100%$9.3M———
Tower Bridge Advisors
N/A—56,246-56,246-100%$9.3M———
First Manhattan Co. Llc.
N/A—55,881-55,881-100%$9.3M———
Peak6 LLC
N/A—55,760-55,760-100%$9.2M———
RiverFront Investment Group, LLC
N/A—55,576-55,576-100%$9.2M———
Coldstream Capital Management Inc
N/A—55,555-55,555-100%$9.2M———
Savvy Advisors, Inc.
N/A—55,364-55,364-100%$9.2M———
MainStreet Investment Advisors LLC
N/A—54,730-54,730-100%$9.1M———
Laffer Tengler Investments, Inc.
N/A—54,667-54,667-100%$9.1M———
RWA Wealth Partners, LLC
N/A—54,615-54,615-100%$9.1M———
Rodgers Brothers Inc.
N/A—54,597-54,597-100%$9.0M———
Resources Management Corp
N/A—54,269-54,269-100%$9.0M———
Farmers National Bank
N/A—53,913-53,913-100%$8.9M———
Great Valley Advisor Group, Inc.
N/A—53,676-53,676-100%$8.9M———
Windle Wealth, LLC
N/A—53,163-53,163-100%$8.8M———
Gladstone Institutional Advisory LLC
N/A—53,097-53,097-100%$8.8M———
Mission Creek Capital Partners, Inc.
N/A—52,424-52,424-100%$5.5M———
Fort Sheridan Advisors LLC
N/A—52,282-52,282-100%$8.7M———
Pine Valley Investments Ltd Liability Co
N/A—51,691-51,691-100%$8.6M———
TriCert Investment Counsel Inc.
N/A—51,226-51,226-100%$8.5M———
Fora Capital, LLC
N/A—50,904-50,904-100%$8.4M———
Alerus Financial NA
N/A—50,687-50,687-100%$8.4M———
Rowlandmiller & Partners.adv
N/A—50,387-50,387-100%$8.4M———
Bearing Point Capital, LLC
N/A—50,237-50,237-100%$8.3M———
Howe & Rusling Inc
N/A—50,033-50,033-100%$8.3M———
IHT Wealth Management, LLC
N/A—49,500-49,500-100%$8.2M———
Quantitative Investment Management, LLC
N/A—49,303-49,303-100%$8.2M———
Game Creek Capital, LP
N/A—49,143-49,143-100%$8.1M———
FAS Wealth Partners, Inc.
N/A—49,096-49,096-100%$8.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—49,082-49,082-100%$8.1M———
Capstone Investment Advisors, LLC
N/A—49,041-49,041-100%$8.1M———
Pettyjohn, Wood & White, Inc
N/A—48,982-48,982-100%$8.1M———
Schnieders Capital Management, Llc.
N/A—47,788-47,788-100%$7.9M———
Tiaa Wealth Investment Management LLC
N/A—47,772-47,772-100%$7.9M———
Ameritas Investment Partners, Inc.
N/A—47,475-47,475-100%$7.9M———
Capital Analysts, LLC
N/A—47,261-47,261-100%$7.8M———
BFC Planning, Inc.
N/A—47,140-47,140-100%$7.8M———
PFG Investments, LLC
N/A—46,356-46,356-100%$7.7M———
Texas Yale Capital Corp.
N/A—46,237-46,237-100%$7.7M———
Moneta Group Investment Advisors LLC
N/A—45,876-45,876-100%$7.6M———
Trajan Wealth LLC
N/A—45,769-45,769-100%$7.6M———
Essex Financial Services, Inc.
N/A—45,528-45,528-100%$7.5M———
Ameritas Advisory Services, LLC
N/A—45,298-45,298-100%$7.5M———
Meiji Yasuda Asset Management Co Ltd.
N/A—44,974-44,974-100%$7.5M———
Edgestream Partners, L.P.
N/A—44,943-44,943-100%$7.4M———
Brentview Investment Management LLC
N/A—44,736-44,736-100%$7.4M———
Ingalls & Snyder LLC
N/A—44,562-44,562-100%$7.4M———
Puzo Michael J
N/A—44,480-44,480-100%$7.4M———
Calydon Capital
N/A—44,159-44,159-100%$7.3M———
Wahed Invest LLC
N/A—44,154-44,154-100%$7.3M———
Trustmark Bank Trust Department
N/A—43,443-43,443-100%$7.2M———
Anchor Investment Management, LLC
N/A—43,435-43,435-100%$7.2M———
FLC Capital Advisors
N/A—43,313-43,313-100%$7.2M———
Recurrent Investment Advisors LLC
N/A—43,165-43,165-100%$7.2M———
Beacon Harbor Wealth Advisors, Inc.
N/A—43,099-43,099-100%$8.5M———
Townsquare Capital LLC
N/A—43,089-43,089-100%$7.1M———
Wallace Advisory Group, LLC
N/A—42,280-42,280-100%$7.0M———
Wills Financial Group LLC
N/A—41,517-41,517-100%$6.9M———
JPL Wealth Management, LLC
N/A—41,506-41,506-100%$6.9M———
Amica Mutual Insurance Co
N/A—41,419-41,419-100%$6.9M———
McGowan Group Asset Management, Inc.
N/A—41,247-41,247-100%$6.8M———
Quotient Wealth Partners, LLC
N/A—41,181-41,181-100%$6.8M———
Mairs & Power Inc
N/A—41,147-41,147-100%$6.8M———
Cape COD Five Cents Savings Bank
N/A—41,146-41,146-100%$6.8M———
Qsemble Capital Management, LP
N/A—40,892-40,892-100%$6.8M———
F/m Investments LLC
N/A—40,886-40,886-100%$6.8M———
Chilton Investment Co Inc.
N/A—40,847-40,847-100%$6.8M———
1ST Source Bank
N/A—40,799-40,799-100%$6.8M———
Erste Asset Management GmbH
N/A—40,610-40,610-100%$6.9M———
Nicolet Bankshares Inc
N/A—40,284-40,284-100%$6.7M———
Thoroughbred Financial Services, LLC
N/A—40,070-40,070-100%$6.6M———
Nicholas Investment Partners, LP
N/A—40,000-40,000-100%$6.6M———
Kovack Advisors, Inc.
N/A—39,931-39,931-100%$6.6M———
NorthRock Partners, LLC
N/A—39,620-39,620-100%$6.6M———
Verition Fund Management LLC
N/A—39,577-39,577-100%$6.6M———
MidFirst Bank
N/A—39,459-39,459-100%$6.5M———
Meeder Advisory Services, Inc.
N/A—39,198-39,198-100%$6.5M———
National Philanthropic Trust
N/A—38,666-38,666-100%$6.4M———
Morgan Dempsey Capital Management LLC
N/A—38,597-38,597-100%$6.4M———
Ballentine Partners, LLC
N/A—38,374-38,374-100%$6.4M———
Dean Investment Associates, LLC
N/A—38,257-38,257-100%$6.3M———
NorthCoast Asset Management LLC
N/A—37,929-37,929-100%$6.3M———
Intrust Bank NA
N/A—37,821-37,821-100%$6.3M———
Atalanta Sosnoff Capital, LLC
N/A—37,284-37,284-100%$6.2M———
Vestcor Inc
N/A—37,098-37,098-100%$6.1M———
Trinity Legacy Partners, LLC
N/A—37,041-37,041-100%$6.8M———
Bcwm, LLC
N/A—36,935-36,935-100%$6.1M———
Tyche Wealth Partners LLC
N/A—36,793-36,793-100%$6.1M———
Belpointe Asset Management LLC
N/A—36,608-36,608-100%$6.1M———
Fidelis Capital Partners, LLC
N/A—36,536-36,536-100%$6.1M———
Destination Wealth Management
N/A—36,466-36,466-100%$6.0M———
SGL Investment Advisors, Inc.
N/A—35,909-35,909-100%$7.0M———
Schulhoff & Co Inc
N/A—35,848-35,848-100%$5.9M———
Birmingham Capital Management Co Inc
N/A—35,629-35,629-100%$5.9M———
Smartleaf Asset Management LLC
N/A—35,557-35,557-100%$6.0M———
Colonial Trust Co / SC
N/A—35,533-35,533-100%$5.9M———
Osmosis Investment Management UK Ltd
N/A—35,312-35,312-100%$5.9M———
Heritage Trust Co
N/A—35,283-35,283-100%$5.8M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—35,078-35,078-100%$5.8M———
Ariel Investments, LLC
N/A—34,626-34,626-100%$5.7M———
Citizens Business Bank
N/A—34,572-34,572-100%$5.9M———
Sound View Wealth Advisors Group, LLC
N/A—34,331-34,331-100%$5.7M———
Kidder Stephen W
N/A—34,120-34,120-100%$5.7M———
Ausdal Financial Partners, Inc.
N/A—34,069-34,069-100%$5.6M———
HighPoint Advisor Group LLC
N/A—34,069-34,069-100%$5.6M———
Bragg Financial Advisors, Inc
N/A—34,065-34,065-100%$5.6M———
Peak Asset Management, LLC
N/A—33,943-33,943-100%$5.6M———
CreativeOne Wealth, LLC
N/A—33,916-33,916-100%$5.6M———
Douglass Winthrop Advisors, LLC
N/A—33,856-33,856-100%$5.6M———
Liberty One Investment Management, LLC
N/A—33,832-33,832-100%$5.6M———
Rench Wealth Management, Inc.
N/A—33,778-33,778-100%$5.6M———
Chelsea Counsel Co
N/A—33,474-33,474-100%$5.5M———
Sargent Investment Group, LLC
N/A—33,273-33,273-100%$5.5M———
Emerald Investment Advisers, LLC
N/A—33,226-33,226-100%$5.5M———
Prudential PLC
N/A—33,162-33,162-100%$5.5M———
Algert Global LLC
N/A—33,016-33,016-100%$5.5M———
Northwest Bancshares, Inc.
N/A—33,000-33,000-100%$5.5M———
Dearborn Partners LLC
N/A—32,959-32,959-100%$5.5M———
FWL Investment Management, LLC
N/A—32,928-32,928-100%$5.5M———
Sandhill Capital Partners LLC
N/A—32,632-32,632-100%$5.4M———
Xcelsior Advisor Partners LLC
N/A—32,539-32,539-100%$5.4M———
RB Capital Management, LLC
N/A—32,274-32,274-100%$5.3M———
Foster & Motley Inc
N/A—32,132-32,132-100%$5.3M———
Campbell & Co Investment Adviser LLC
N/A—32,118-32,118-100%$5.3M———
Twin Capital Management Inc
N/A—32,045-32,045-100%$5.3M———
Somerville Kurt F
N/A—32,003-32,003-100%$5.3M———
New England Asset Management Inc
N/A—31,809-31,809-100%$5.3M———
1832 Asset Management L.P.
N/A—31,735-31,735-100%$5.3M———
Banque Cantonale Vaudoise
N/A—31,502-31,502-100%$5.2M———
Cambient Family Office, LLC
N/A—31,469-31,469-100%$5.2M———
Brooks, Moore & Associates, Inc.
N/A—31,214-31,214-100%$5.2M———
Knollwood Investment Advisory, LLC
N/A—31,142-31,142-100%$5.2M———
Greenline Partners, LLC
N/A—31,086-31,086-100%$5.2M———
TCW Group Inc
N/A—31,081-31,081-100%$5.2M———
Papamarkou Wellner Asset Management inc.
N/A—31,005-31,005-100%$6.4M———
SummitTX Capital, L.P.
N/A—30,837-30,837-100%$5.1M———
Performance Wealth Partners, LLC
N/A—30,641-30,641-100%$5.1M———
Scotia Capital Inc.
N/A—30,580-30,580-100%$5.1M———
Wealth Advisors of Tampa Bay, LLC
N/A—30,319-30,319-100%$5.0M———
Kinloch Capital, LLC
N/A—30,243-30,243-100%$5.0M———
B & T Capital Management DBA Alpha Capital Management
N/A—30,029-30,029-100%$5.0M———
S&CO Inc
N/A—30,024-30,024-100%$5.0M———
Ilex Capital Partners (UK) LLP
N/A—29,630-29,630-100%$4.9M———
Boothbay Fund Management, LLC
N/A—29,525-29,525-100%$4.9M———
P.A.W. Capital Corp
N/A—29,410-29,410-100%$4.9M———
River Wealth Advisors LLC
N/A—29,369-29,369-100%$4.9M———
Choate Investment Advisors
N/A—29,366-29,366-100%$4.9M———
Ossiam
N/A—29,302-29,302-100%$4.9M———
Denali Advisors LLC
N/A—29,292-29,292-100%$4.9M———
Western Wealth Management, LLC
N/A—29,219-29,219-100%$4.8M———
BTG Pactual Asset Management US LLC
N/A—29,004-29,004-100%$4.8M———
Morton Community Bank
N/A—28,888-28,888-100%$4.8M———
Gamco Investors, Inc. ET AL
N/A—28,825-28,825-100%$4.8M———
McMillan Office, Inc.
N/A—28,682-28,682-100%$4.8M———
Shufro Rose & Co LLC
N/A—28,641-28,641-100%$4.7M———
Hilltop Holdings Inc.
N/A—28,525-28,525-100%$4.7M———
Davis R M Inc
N/A—28,321-28,321-100%$4.7M———
Mattson Financial Services, LLC
N/A—28,131-28,131-100%$5.2M———
Stonebridge Capital Management Inc
N/A—27,996-27,996-100%$4.6M———
Haverford Financial Services, Inc.
N/A—27,953-27,953-100%$4.6M———
Keystone Financial Group
N/A—27,951-27,951-100%$4.6M———
Catalyst Funds Management Pty Ltd
N/A—27,501-27,501-100%$4.6M———
Longaeva Partners L.P.
N/A—27,441-27,441-100%$4.5M———
Providence Capital Advisors, LLC
N/A—27,425-27,425-100%$4.5M———
Broderick Brian C
N/A—27,159-27,159-100%$4.5M———
Two Sigma Securities, LLC
N/A—26,923-26,923-100%$4.5M———
Core Alternative Capital
N/A—26,896-26,896-100%$4.5M———
Onex Canada Asset Management Inc.
N/A—26,858-26,858-100%$4.5M———
Oppenheimer & Close, LLC
N/A—26,835-26,835-100%$4.4M———
Pallas Capital Advisors LLC
N/A—26,778-26,778-100%$4.4M———
Sittner & Nelson, LLC
N/A—26,738-26,738-100%$4.4M———
First Foundation Advisors
N/A—26,696-26,696-100%$4.4M———
Texas Capital Bank Wealth Management Services Inc
N/A—26,539-26,539-100%$4.4M———
Headinvest, LLC
N/A—26,317-26,317-100%$4.4M———
Centric Wealth Management
N/A—26,240-26,240-100%$5.0M———
Private Wealth Asset Management, LLC
N/A—26,233-26,233-100%$4.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—26,181-26,181-100%$4.3M———
Aldebaran Capital, LLC
N/A—26,123-26,123-100%$4.3M———
Modus Advisors, LLC
N/A—25,994-25,994-100%$4.3M———
Atlanta Consulting Group Advisors, LLC
N/A—25,938-25,938-100%$4.3M———
Whalerock Point Partners, LLC
N/A—25,616-25,616-100%$4.2M———
Auxier Asset Management LLC
N/A—25,613-25,613-100%$4.2M———
Storgate, LLC
N/A—25,573-25,573-100%$4.2M———
Spinnaker Trust
N/A—25,384-25,384-100%$4.2M———
Turas Capital Management LP
N/A—25,300-25,300-100%$4.2M———
Covington Investment Advisors Inc.
N/A—25,241-25,241-100%$4.2M———
Johnson Financial Group, Inc.
N/A—25,103-25,103-100%$4.2M———
Van Hulzen Asset Management, LLC
N/A—25,033-25,033-100%$4.1M———
WCG Wealth Advisors LLC
N/A—24,964-24,964-100%$4.1M———
Pring Turner Capital Group Inc
N/A—24,870-24,870-100%$4.7M———
Trivium Point Advisory, LLC
N/A—24,500-24,500-100%$4.1M———
SageGuard Financial Group, LLC
N/A—24,390-24,390-100%$4.0M———
Cornerstone Select Advisors, LLC
N/A—24,286-24,286-100%$4.0M———
Buffalo Business & Estate Services LTD
N/A—24,098-24,098-100%$4.0M———
King Wealth Management Group
N/A—24,055-24,055-100%$4.0M———
Amova Asset Management Americas, Inc.
N/A—23,935-23,935-100%$4.0M———
AssuredPartners Investment Advisors, LLC
N/A—23,929-23,929-100%$4.0M———
Aurdan Capital Management, LLC
N/A—23,928-23,928-100%$4.0M———
Holderness Investments Co
N/A—23,656-23,656-100%$3.9M———
Nwam LLC
N/A—23,553-23,553-100%$3.9M———
Elefante Mark B
N/A—23,524-23,524-100%$3.9M———
PYA Waltman Capital, LLC
N/A—23,470-23,470-100%$3.9M———
First National Bank & Trust Co of Newtown
N/A—23,447-23,447-100%$4.6M———
Hills Bank & Trust Co
N/A—23,359-23,359-100%$3.9M———
Syon Capital LLC
N/A—23,166-23,166-100%$3.8M———
Klcm Advisors, Inc.
N/A—23,078-23,078-100%$3.8M———
LOM Asset Management Ltd
N/A—23,041-23,041-100%$3.8M———
VeraBank, N.A.
N/A—22,973-22,973-100%$3.8M———
Delaney Dennis R
N/A—22,682-22,682-100%$3.8M———
Dorsey & Whitney Trust Co LLC
N/A—22,608-22,608-100%$3.7M———
44 Wealth Management LLC
N/A—22,540-22,540-100%$3.7M———
Second Line Capital, LLC
N/A—22,207-22,207-100%$3.7M———
Insigneo Advisory Services, LLC
N/A—22,193-22,193-100%$3.7M———
Transcend Capital Advisors, LLC
N/A—22,119-22,119-100%$3.7M———
Fairview Capital Investment Management, LLC
N/A—21,878-21,878-100%$3.6M———
Virtu Financial LLC
N/A—21,825-21,825-100%$3.6M———
Roundview Capital LLC
N/A—21,801-21,801-100%$3.6M———
McGinn Penninger Investment Management, Inc.
N/A—21,737-21,737-100%$3.6M———
Continuum Advisory, LLC
N/A—21,588-21,588-100%$3.6M———
Webster Bank, N. A.
N/A—21,491-21,491-100%$3.6M———
Liberty Wealth Management LLC
N/A—21,267-21,267-100%$4.4M———
EFG International AG
N/A—21,230-21,230-100%$3.5M———
Forum Finance Group S.A.
N/A—21,210-21,210-100%$2.8K———
Founders Financial Alliance, LLC
N/A—21,199-21,199-100%$3.5M———
Te Ahumairangi Investment Management Ltd
N/A—21,096-21,096-100%$3.5M———
Arete Wealth Advisors, LLC
N/A—20,957-20,957-100%$3.5M———
Wealth Alliance, LLC
N/A—20,952-20,952-100%$3.5M———
Argent Advisors, Inc.
N/A—20,839-20,839-100%$3.5M———
Beaton Management Co. Inc.
N/A—20,743-20,743-100%$3.4M———
Naviter Wealth, LLC
N/A—20,546-20,546-100%$3.4M———
Coastal Bridge Advisors, LLC
N/A—20,267-20,267-100%$3.4M———
E Fund Management Co., Ltd.
N/A—20,157-20,157-100%$3.3M———
Campbell Capital Management Inc
N/A—20,000-20,000-100%$3.3M———
Voleon Capital Management LP
N/A—19,949-19,949-100%$3.3M———
Peregrine Asset Advisers, Inc.
N/A—19,939-19,939-100%$3.3M———
Checchi Capital Advisers, LLC
N/A—19,880-19,880-100%$3.3M———
Drucker Wealth 3.0, LLC
N/A—19,809-19,809-100%$3.3M———
Smithfield Trust Co
N/A—19,801-19,801-100%$3.3M———
Pure Financial Advisors, LLC
N/A—19,798-19,798-100%$3.3M———
ST Germain D J Co Inc
N/A—19,784-19,784-100%$3.3M———
Legacy Capital Wealth Management, LLC
N/A—19,728-19,728-100%$3.3M———
Northstar Financial Companies, Inc.
N/A—19,706-19,706-100%$3.3M———
ArchPoint Investors
N/A—19,610-19,610-100%$3.3M———
Sumitomo Life Insurance Co
N/A—19,569-19,569-100%$3.2M———
Tevis Investment Management
N/A—19,543-19,543-100%$3.2M———
Graham Capital Management, L.P.
N/A—19,332-19,332-100%$3.2M———
Delta Investment Management, LLC
N/A—19,268-19,268-100%$3.2M———
Bontempo Ohly Capital Mgmt LLC
N/A—19,232-19,232-100%$3.2M———
Main Street Financial Solutions, LLC
N/A—19,210-19,210-100%$3.2M———
North Star Asset Management Inc
N/A—19,173-19,173-100%$3.2M———
Kelly Lawrence W & Associates Inc
N/A—19,100-19,100-100%$3.2M———
Wimmer Associates 1, LLC
N/A—19,066-19,066-100%$3.2M———
Advyzon Investment Management, LLC
N/A—19,009-19,009-100%$3.2M———
Trivant Custom Portfolio Group, LLC
N/A—18,998-18,998-100%$3.1M———
First National Advisers, LLC
N/A—18,855-18,855-100%$3.1M———
Cardiff Park Advisors, LLC
N/A—18,801-18,801-100%$3.1M———
Legato Capital Management LLC
N/A—18,682-18,682-100%$3.1M———
Huber Capital Management LLC
N/A—18,600-18,600-100%$3.1M———
Hutchinson Capital Management
N/A—18,541-18,541-100%$3.1M———
Nelson Capital Management, LLC
N/A—18,422-18,422-100%$3.1M———
Field & Main Bank
N/A—18,285-18,285-100%$3.0M———
Rehmann Capital Advisory Group
N/A—18,138-18,138-100%$3.0M———
Berkeley Capital Partners, LLC
N/A—18,131-18,131-100%$3.0M———
Ostrum Asset Management
N/A—17,850-17,850-100%$3.0M———
BBR Partners, LLC
N/A—17,835-17,835-100%$3.0M———
W1m Asset Management Ltd
N/A—17,746-17,746-100%$2.9M———
SageView Advisory Group, LLC
N/A—17,713-17,713-100%$2.9M———
Monetary Management Group Inc
N/A—17,683-17,683-100%$2.9M———
Alaethes Wealth, LLC
N/A—17,619-17,619-100%$2.9M———
Frec Markets, Inc.
N/A—17,554-17,554-100%$2.9M———
Beck Mack & Oliver LLC
N/A—17,522-17,522-100%$2.9M———
IFG Advisory, LLC
N/A—17,453-17,453-100%$2.9M———
Matrix Private Capital Group LLC
N/A—17,387-17,387-100%$2.9M———
Fielder Capital Group LLC
N/A—17,364-17,364-100%$2.9M———
Smith, Moore & Co.
N/A—17,310-17,310-100%$2.9M———
Barnes Wealth Management Group, Inc
N/A—17,280-17,280-100%$2.9M———
First American Trust, FSB
N/A—17,225-17,225-100%$2.9M———
Hantz Financial Services, Inc.
N/A—17,160-17,160-100%$2.8M———
Empire Financial Management Company, LLC
N/A—17,152-17,152-100%$2.8M———
Cvfg LLC
N/A—17,114-17,114-100%$2.8M———
Capital Markets Trading UK LLP
N/A—17,005-17,005-100%$2.8M———
Ruffer LLP
N/A—17,000-17,000-100%$2.8M———
Threadgill Financial, LLC
N/A—16,918-16,918-100%$2.8M———
Caldwell Sutter Capital, Inc.
N/A—16,865-16,865-100%$2.8M———
White Pine Capital LLC
N/A—16,827-16,827-100%$2.8M———
Marex Group Ltd
N/A—16,755-16,755-100%$2.8M———
Perennial Investment Advisors, LLC
N/A—16,742-16,742-100%$2.8M———
Hillsdale Investment Management Inc.
N/A—16,650-16,650-100%$2.8M———
Paragon Capital Management LLC
N/A—16,619-16,619-100%$2.8M———
Advisory Alpha, LLC
N/A—16,562-16,562-100%$2.7M———
Exit Wealth Advisors, Llc.
N/A—16,512-16,512-100%$2.7M———
Silver OAK Securities, Incorporated
N/A—16,505-16,505-100%$2.7M———
Ranch Capital Advisors Inc.
N/A—16,504-16,504-100%$2.7M———
Headlands Technologies LLC
N/A—16,279-16,279-100%$2.7M———
Orographic Financial Advisors, LLC
N/A—16,252-16,252-100%$3.2K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—16,165-16,165-100%$2.7M———
Main Street Research LLC
N/A—16,080-16,080-100%$2.7M———
DV Trading LLC
N/A—16,061-16,061-100%$2.7M———
Fiduciary Group, LLC
N/A—16,049-16,049-100%$2.7M———
Guardian Capital LP
N/A—15,954-15,954-100%$2.6M———
Aigen Investment Management, LP
N/A—15,894-15,894-100%$2.6M———
Odyssean, LLC
N/A—15,879-15,879-100%$2.6M———
Bank of Hawaii
N/A—15,800-15,800-100%$2.6M———
Baldwin Investment Management, LLC
N/A—15,784-15,784-100%$2.6M———
IMA Advisory Services, Inc.
N/A—15,749-15,749-100%$2.6M———
Morningstar Investment Management LLC
N/A—15,721-15,721-100%$3.3M———
BWM Planning, LLC
N/A—15,675-15,675-100%$2.6M———
Patron Partners, LLC
N/A—15,587-15,587-100%$2.6M———
Legacy Financial Advisors, Inc.
N/A—15,484-15,484-100%$2.6M———
Qtron Investments LLC
N/A—15,402-15,402-100%$2.6M———
Core Capital Management & Research, inc.
N/A—15,327-15,327-100%$3.1M———
Orleans Capital Management Corp
N/A—15,206-15,206-100%$2.5M———
Banco de Sabadell, S.a
N/A—15,137-15,137-100%$2.5M———
one8zero8, LLC
N/A—15,092-15,092-100%$2.5M———
PCM Encore, LLC
N/A—15,066-15,066-100%$2.5M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—14,951-14,951-100%$2.5M———
Mosaic Family Wealth Partners, LLC
N/A—14,874-14,874-100%$2.5M———
Chesapeake Wealth Management
N/A—14,869-14,869-100%$2.5M———
Stratos Investment Management, LLC
N/A—14,861-14,861-100%$2.5M———
Systematic Alpha Investments, LLC
N/A—14,854-14,854-100%$2.5M———
Fort Point Capital Partners LLC
N/A—14,831-14,831-100%$2.5M———
Pettee Investors, Inc.
N/A—14,806-14,806-100%$2.5M———
WealthTrust Axiom LLC
N/A—14,750-14,750-100%$2.4M———
Fairfield, Bush & Co.
N/A—14,695-14,695-100%$2.4M———
Dempze Nancy E
N/A—14,634-14,634-100%$2.4M———
Ameriflex Group, Inc.
N/A—14,594-14,594-100%$2.4M———
Pinnacle Holdings, LLC
N/A—14,563-14,563-100%$2.4M———
Kiker Wealth Management, LLC
N/A—14,458-14,458-100%$2.4M———
Hayek Kallen Investment Management
N/A—14,400-14,400-100%$2.4M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—14,293-14,293-100%$2.4M———
Stratos Wealth Advisors, LLC
N/A—14,289-14,289-100%$2.4M———
Resurgent Financial Advisors LLC
N/A—14,275-14,275-100%$2.4M———
Dover Advisors, LLC
N/A—14,202-14,202-100%$2.2M———
Tumwater Wealth Management, LLC
N/A—14,182-14,182-100%$2.4M———
Alphadyne Asset Management LP
N/A—14,145-14,145-100%$2.3M———
Pinnacle West Asset Management, Inc.
N/A—14,090-14,090-100%$2.3M———
Painted Porch Advisors LLC
N/A—14,050-14,050-100%$2.3M———
Capital Financial Group Inc\co\
N/A—13,989-13,989-100%$2.3M———
Kintra Wealth, LLC
N/A—13,934-13,934-100%$2.8M———
Horizon Kinetics Asset Management LLC
N/A—13,800-13,800-100%$2.3M———
Trustco Bank Corp N Y
N/A—13,753-13,753-100%$2.3M———
Arvest Bank Trust Division
N/A—13,745-13,745-100%$2.3M———
Arbor Trust Wealth Advisors, LLC
N/A—13,577-13,577-100%$2.3M———
Truvestments Capital LLC
N/A—13,510-13,510-100%$2.2M———
Cape ANN Savings Bank
N/A—13,470-13,470-100%$2.2M———
Infrastructure Capital Advisors, LLC
N/A—13,449-13,449-100%$2.2M———
Alexander Labrunerie & Co., Inc.
N/A—13,426-13,426-100%$2.2M———
Round Rock Advisors LLC
N/A—13,353-13,353-100%$2.2M———
Financial Advisors Network, Inc.
N/A—13,345-13,345-100%$2.2M———
Brown Financial Advisors
N/A—13,306-13,306-100%$2.2M———
Aft, Forsyth & Sober, LLC
N/A—13,300-13,300-100%$2.8M———
Everpar Advisors LLC
N/A—13,288-13,288-100%$2.2M———
Roehl & Yi Investment Advisors, LLC
N/A—13,256-13,256-100%$2.2M———
Centaurus Financial, Inc.
N/A—13,220-13,220-100%$2.2M———
Marble Wealth, LLC
N/A—13,191-13,191-100%$2.2M———
RD Lewis Holdings, Inc.
N/A—13,140-13,140-100%$2.6M———
Westpac Banking Corp
N/A—13,121-13,121-100%$2.2M———
North Dallas Bank & Trust Co
N/A—13,077-13,077-100%$2.2M———
Ironwood Investment Counsel, LLC
N/A—13,050-13,050-100%$2.2M———
Martin & Co Inc
N/A—12,903-12,903-100%$2.1M———
Allred Capital Management, LLC
N/A—12,775-12,775-100%$2.1M———
Bridgewealth Advisory Group, LLC
N/A—12,699-12,699-100%$2.1M———
IFC Advisors LLC
N/A—12,655-12,655-100%$2.1M———
Addison Capital Co
N/A—12,639-12,639-100%$2.1M———
Private Capital Management, LLC
N/A—12,618-12,618-100%$2.1M———
Harbor Advisors LLC
N/A—12,572-12,572-100%$2.1M———
Granite Bay Wealth Management, LLC
N/A—12,570-12,570-100%$2.1M———
Ceeto Capital Group, LLC
N/A—12,520-12,520-100%$2.1M———
Waddell & Associates, LLC
N/A—12,496-12,496-100%$2.1M———
Heartland Bank & Trust Co
N/A—12,495-12,495-100%$2.1M———
Notis-McConarty Edward
N/A—12,456-12,456-100%$2.1M———
Lafayette Investments, Inc.
N/A—12,436-12,436-100%$2.1M———
Cornerstone Capital, Inc.
N/A—12,371-12,371-100%$2.1M———
Investor's Fiduciary Advisor Network, LLC
N/A—12,338-12,338-100%$2.0M———
Paradigm Capital Management, LLC
N/A—12,336-12,336-100%$2.0M———
Siemens Fonds Invest GmbH
N/A—12,329-12,329-100%$2.0M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—12,322-12,322-100%$2.0M———
Harvest Portfolios Group Inc.
N/A—12,303-12,303-100%$2.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,251-12,251-100%$2.0M———
PIN OAK Investment Advisors Inc
N/A—12,030-12,030-100%$2.0M———
Osprey Private Wealth LLC
N/A—11,994-11,994-100%$2.0M———
Kiley Juergens Wealth Management, LLC
N/A—11,935-11,935-100%$2.0M———
Life Cycle Investment Partners Ltd
N/A—11,924-11,924-100%$2.0M———
Harbour Investment Management LLC
N/A—11,893-11,893-100%$2.0M———
Castleark Management LLC
N/A—11,850-11,850-100%$2.0M———
DRW Securities, LLC
N/A—11,779-11,779-100%$1.9M———
Empirical Asset Management, LLC
N/A—11,765-11,765-100%$2.0M———
Lcnb Corp
N/A—11,707-11,707-100%$1.9M———
Prosperity Consulting Group, LLC
N/A—11,693-11,693-100%$1.9M———
Widmann Financial Services, Inc.
N/A—11,655-11,655-100%$1.9M———
Blackhill Capital Inc
N/A—11,550-11,550-100%$1.9M———
L & S Advisors Inc
N/A—11,490-11,490-100%$1.9M———
CSS LLC
N/A—11,482-11,482-100%$1.9M———
Wealth Management Associates, Inc.
N/A—11,466-11,466-100%$1.9M———
Bank OZK
N/A—11,450-11,450-100%$1.9M———
Guardian Wealth Advisors, LLC / NC
N/A—11,437-11,437-100%$1.9M———
LMR Partners LLP
N/A—11,402-11,402-100%$1.9M———
IKE Capital, LLC
N/A—11,392-11,392-100%$1.9M———
Calton & Associates, Inc.
N/A—11,307-11,307-100%$1.9M———
Crews Bank & Trust
N/A—11,291-11,291-100%$1.9M———
Acorns Advisers, LLC
N/A—11,219-11,219-100%$1.9M———
Financial Engines Advisors L.L.C.
N/A—11,177-11,177-100%$1.9M———
Palisade Capital Management, LP
N/A—11,127-11,127-100%$1.8M———
Rice Partnership, LLC
N/A—11,124-11,124-100%$1.8M———
Osborne Partners Capital Management, LLC
N/A—11,078-11,078-100%$1.8M———
GeoWealth Management, LLC
N/A—11,064-11,064-100%$1.8M———
Swan Global Investments, LLC
N/A—10,926-10,926-100%$1.8M———
Dark Forest Capital Management LP
N/A—10,922-10,922-100%$1.8M———
L2 Asset Management, LLC
N/A—10,911-10,911-100%$1.8M———
Element Wealth, LLC
N/A—10,884-10,884-100%$1.8M———
Fortress Private Ledger, LLC
N/A—10,864-10,864-100%$1.8M———
Jaffetilchin Investment Partners, LLC
N/A—10,856-10,856-100%$1.8M———
Anchor Bay Capital, Inc.
N/A—10,827-10,827-100%$2.1M———
CoreFirst Bank & Trust
N/A—10,789-10,789-100%$1.8M———
Morse Asset Management, Inc
N/A—10,715-10,715-100%$1.8M———
Fortune Financial Advisors, LLC
N/A—10,652-10,652-100%$1.8M———
Hexagon Capital Partners LLC
N/A—10,640-10,640-100%$1.8M———
Evolve Private Wealth, LLC
N/A—10,639-10,639-100%$1.8M———
Z3 Capital Partners, LLC
N/A—10,545-10,545-100%$1.7M———
Godshalk Welsh Capital Management, Inc.
N/A—10,475-10,475-100%$1.7M———
CNB Bank
N/A—10,466-10,466-100%$1.7M———
Meiji Yasuda Life Insurance Co
N/A—10,455-10,455-100%$1.7M———
Rothschild Wealth LLC
N/A—10,443-10,443-100%$1.7M———
Cunning Capital Partners, LP
N/A—10,435-10,435-100%$1.7M———
Winslow Asset Management Inc
N/A—10,402-10,402-100%$1.7M———
LRI Investments, LLC
N/A—10,381-10,381-100%$1.7M———
First Commonwealth Financial Corp
N/A—10,377-10,377-100%$1.7M———
Drive Wealth Management, LLC
N/A—10,357-10,357-100%$1.7M———
Tradition Wealth Management, LLC
N/A—10,326-10,326-100%$1.7M———
GWN Securities Inc.
N/A—10,300-10,300-100%$1.7M———
CVA Family Office, LLC
N/A—10,298-10,298-100%$1.7M———
Clare Market Investments LLC
N/A—10,286-10,286-100%$1.7M———
Delta Asset Management LLC
N/A—10,274-10,274-100%$1.7M———
Reyl & Cie S.A.
N/A—10,102-10,102-100%$2.1M———
Maridea Wealth Management LLC
N/A—10,063-10,063-100%$1.7M———
Fieldview Capital Management, LLC
N/A—10,022-10,022-100%$1.7M———
JBF Capital, Inc.
N/A—10,000-10,000-100%$1.7M———
Barbara Oil Co.
N/A—10,000-10,000-100%$1.7M———
Apriem Advisors
N/A—9,999-9,999-100%$1.7M———
Marco Investment Management LLC
N/A—9,988-9,988-100%$1.7M———
Weaver C. Barksdale & Associates, Inc.
N/A—9,986-9,986-100%$1.7M———
RFP Financial Group LLC
N/A—9,978-9,978-100%$1.7M———
Harbor Advisory Corp
N/A—9,951-9,951-100%$1.6M———
Marietta Investment Partners LLC
N/A—9,886-9,886-100%$1.6M———
Garrison Point Advisors, LLC
N/A—9,876-9,876-100%$1.6M———
Mason Investment Advisory Services, Inc.
N/A—9,865-9,865-100%$1.6M———
Stonebridge Financial Group, LLC
N/A—9,851-9,851-100%$1.6M———
Transamerica Financial Advisors, LLC
N/A—9,782-9,782-100%$1.6M———
Keel Point, LLC
N/A—9,642-9,642-100%$1.6M———
Coastwise Capital Group, LLC
N/A—9,558-9,558-100%$1.6M———
J. Goldman & Co LP
N/A—9,511-9,511-100%$1.6M———
Corsicana & Co.
N/A—9,417-9,417-100%$1.6M———
Rogco, LP
N/A—9,343-9,343-100%$1.5M———
Hardman Johnston Global Advisors LLC
N/A—9,335-9,335-100%$1.5M———
Burling Wealth Partners, LLC
N/A—9,326-9,326-100%$1.5M———
Doheny Asset Management
N/A—9,313-9,313-100%$1.5M———
Lombard Odier Asset Management (Switzerland) SA
N/A—9,283-9,283-100%$1.5M———
Safe Harbor Fiduciary, LLC
N/A—9,226-9,226-100%$1.5M———
Meridian Wealth Advisors, LLC
N/A—9,199-9,199-100%$1.5M———
Mosaic Financial Group, LLC
N/A—9,181-9,181-100%$1.5M———
All Terrain Financial Advisors, LLC
N/A—9,136-9,136-100%$1.5M———
Kirtland Hills Capital Management, LLC
N/A—9,105-9,105-100%$1.5M———
DF Dent & Co Inc
N/A—8,967-8,967-100%$1.5M———
Snowwater Investment Partners, LLC
N/A—8,947-8,947-100%$1.5M———
Florida Financial Advisors, LLC
N/A—8,887-8,887-100%$1.5M———
Athena Investment Management
N/A—8,789-8,789-100%$1.5M———
Waterloo Capital, L.P.
N/A—8,787-8,787-100%$1.5M———
Somerset Group LLC
N/A—8,753-8,753-100%$1.5M———
Cypress Capital Management LLC (WY)
N/A—8,721-8,721-100%$1.4M———
Adalta Capital Management LLC
N/A—8,709-8,709-100%$1.4M———
VPR Management LLC
N/A—8,700-8,700-100%$1.4M———
Impact Partnership Wealth, LLC
N/A—8,570-8,570-100%$1.4M———
Meeder Asset Management Inc
N/A—8,512-8,512-100%$1.4M———
Timber Creek Capital Management LLC
N/A—8,506-8,506-100%$1.4M———
Aspen Wealth Strategies, LLC
N/A—8,479-8,479-100%$1.4M———
Sfmg, LLC
N/A—8,466-8,466-100%$1.4M———
Banque Transatlantique SA
N/A—8,466-8,466-100%$1.4M———
Centennial Bank
N/A—8,459-8,459-100%$1.4M———
Zhang Financial LLC
N/A—8,426-8,426-100%$1.4M———
SCP Investment, LP
N/A—8,400-8,400-100%$1.4M———
Ames National Corp
N/A—8,372-8,372-100%$1.4M———
Proficio Capital Partners LLC
N/A—8,330-8,330-100%$1.4M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—8,329-8,329-100%$1.4M———
Weik Capital Management
N/A—8,309-8,309-100%$1.4M———
Phillips Wealth Planners LLC
N/A—8,284-8,284-100%$1.4M———
Defiance ETFs, LLC
N/A—8,257-8,257-100%$1.4M———
Needham Investment Management LLC
N/A—8,250-8,250-100%$1.4M———
Sprott Inc.
N/A—8,247-8,247-100%$1.4M———
Cambria Investment Management, L.P.
N/A—8,197-8,197-100%$1.4M———
Twinbeech Capital LP
N/A—8,165-8,165-100%$1.4M———
Inceptionr LLC
N/A—8,157-8,157-100%$1.4M———
HBK Investments L P
N/A—8,121-8,121-100%$1.3M———
Edmond de Rothschild Holding S.A.
N/A—8,116-8,116-100%$1.3M———
JT Stratford LLC
N/A—8,111-8,111-100%$1.3M———
Bridgewater Advisors Inc.
N/A—8,091-8,091-100%$1.5M———
Canal Capital Management, LLC
N/A—8,052-8,052-100%$1.3M———
Requisite Capital Management, LLC
N/A—8,038-8,038-100%$1.3M———
PeakShares LLC
N/A—7,974-7,974-100%$1.3M———
Magnolia Capital Advisors LLC
N/A—7,930-7,930-100%$1.3M———
Private Harbour Investment Management & Counsel, LLC
N/A—7,917-7,917-100%$1.3M———
Longfellow Investment Management Co LLC
N/A—7,916-7,916-100%$1.3M———
Gallagher Fiduciary Advisors, LLC
N/A—7,858-7,858-100%$1.3M———
Tiaa Trust, National Association
N/A—7,797-7,797-100%$1.3M———
FMB Wealth Management
N/A—7,787-7,787-100%$1.3M———
WorthPointe, LLC
N/A—7,769-7,769-100%$1.3M———
West Family Investments, Inc.
N/A—7,766-7,766-100%$1.3M———
Rather & Kittrell, Inc.
N/A—7,734-7,734-100%$1.3M———
Boston Research & Management Inc
N/A—7,720-7,720-100%$1.3M———
Phoenix Financial Ltd.
N/A—7,707-7,707-100%$1.3M———
Vectors Research Management, LLC
N/A—7,683-7,683-100%$1.3M———
CCG Wealth Management, LLC
N/A—7,681-7,681-100%$1.3M———
Strategic Investment Advisors / MI
N/A—7,664-7,664-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—7,598-7,598-100%$1.3M———
Mendel Capital Management LLC
N/A—7,528-7,528-100%$1.2M———
Heritage Wealth Advisors
N/A—7,525-7,525-100%$1.2M———
Wulff, Hansen & Co.
N/A—7,493-7,493-100%$1.2M———
Moment Partners, LLC
N/A—7,492-7,492-100%$1.2M———
Magnetar Financial LLC
N/A—7,474-7,474-100%$1.2M———
Bull Harbor Capital LLC
N/A—7,449-7,449-100%$1.2M———
Abbot Financial Management, Inc.
N/A—7,439-7,439-100%$1.2M———
Interval Partners, LP
N/A—7,377-7,377-100%$1.2M———
Broadwater Capital Management LLC
N/A—7,372-7,372-100%$1.2M———
Ark Wealth Advisors LLC
N/A—7,361-7,361-100%$1.2M———
TRB Wealth Management, LLC
N/A—7,351-7,351-100%$1.2M———
Conservest Capital Advisors, Inc.
N/A—7,348-7,348-100%$1.2M———
Hollencrest Capital Management
N/A—7,348-7,348-100%$1.2M———
Aureus Asset Management, LLC
N/A—7,326-7,326-100%$1.2M———
South Plains Financial, Inc.
N/A—7,302-7,302-100%$1.2M———
New Republic Capital, LLC
N/A—7,301-7,301-100%$1.2M———
Schrum Private Wealth Management LLC
N/A—7,295-7,295-100%$1.1M———
Lionhunter Capital Management, LLC
N/A—7,281-7,281-100%$1.2M———
Cary Street Partners Investment Advisory LLC
N/A—7,272-7,272-100%$1.2M———
NCM Capital Management, LLC
N/A—7,262-7,262-100%$1.2M———
Thomasville National Bank
N/A—7,231-7,231-100%$1.2M———
Per Stirling Capital Management, Llc.
N/A—7,227-7,227-100%$1.2M———
PCB Capital LLC
N/A—7,183-7,183-100%$1.2M———
OneAscent Financial Services LLC
N/A—7,150-7,150-100%$1.2M———
Aster Capital Management (Difc) Ltd
N/A—7,094-7,094-100%$1.2M———
Centiva Capital, LP
N/A—7,046-7,046-100%$1.2M———
Copley Financial Group, Inc.
N/A—7,043-7,043-100%$1.2M———
ArrowMark Colorado Holdings LLC
N/A—7,039-7,039-100%$1.2M———
West Michigan Advisors, LLC
N/A—6,990-6,990-100%$1.2M———
Oxford Financial Group, Ltd. LLC
N/A—6,972-6,972-100%$1.2M———
Northwest Quadrant Wealth Management, LLC
N/A—6,969-6,969-100%$1.2M———
Group One Trading LLC
N/A—6,958-6,958-100%$1.2M———
Hudson Value Partners, LLC
N/A—6,940-6,940-100%$1.2M———
Beacon Investment Advisors LLC
N/A—6,854-6,854-100%$1.1M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—6,811-6,811-100%$1.1M———
Innovative Asset Advisors Group, LLC
N/A—6,784-6,784-100%$1.1M———
Thompson David Blair
N/A—6,783-6,783-100%$1.1M———
17 Capital Partners, LLC
N/A—6,780-6,780-100%$1.1M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—6,777-6,777-100%$1.1M———
Paradiem, LLC
N/A—6,774-6,774-100%$1.1M———
Operose Advisors LLC
N/A—6,720-6,720-100%$1.1M———
Tidemark, LLC
N/A—6,714-6,714-100%$1.1M———
Navellier & Associates Inc
N/A—6,712-6,712-100%$1.1M———
Everstar Asset Management, LLC
N/A—6,691-6,691-100%$1.1M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—6,688-6,688-100%$1.1M———
Advisors Preferred, LLC
N/A—6,600-6,600-100%$1.1M———
Alteri Wealth LLC
N/A—6,562-6,562-100%$1.1M———
Inspire Advisors, LLC
N/A—6,512-6,512-100%$1.1M———
Greykasell Wealth Strategies, Inc.
N/A—6,501-6,501-100%$1.1M———
Wealthspire Retirement, LLC
N/A—6,488-6,488-100%$1.1M———
Alpine Global Management, LLC
N/A—6,466-6,466-100%$1.1M———
Castle Wealth Management LLC
N/A—6,403-6,403-100%$1.1M———
Sivia Capital Partners, LLC
N/A—6,364-6,364-100%$1.1M———
Capital International Sarl
N/A—6,362-6,362-100%$1.1M———
Wealthquest Corp
N/A—6,344-6,344-100%$1.1M———
Bolthouse Investments, LLC
N/A—6,336-6,336-100%$1.1M———
TCM Advisors, LLC
N/A—6,318-6,318-100%$1.0M———
LaSalle St. Investment Advisors, LLC
N/A—6,295-6,295-100%$1.0M———
Brookwood Investment Group LLC
N/A—6,287-6,287-100%$1.0M———
Strait & Sound Wealth Management LLC
N/A—6,275-6,275-100%$1.0M———
Peak Planning Group, LLC
N/A—6,241-6,241-100%$1.0M———
Brendel Financial Advisors LLC
N/A—6,223-6,223-100%$1.0M———
Vista Investment Management
N/A—6,165-6,165-100%$1.0M———
SAM Advisors, LLC
N/A—6,111-6,111-100%$1.0M———
Safeguard Investment Advisory Group, LLC
N/A—6,106-6,106-100%$1.0M———
Pingora Partners LLC
N/A—6,082-6,082-100%$1.0M———
Semper Augustus Investments Group LLC
N/A—6,063-6,063-100%$1.0M———
Campion Asset Management
N/A—6,053-6,053-100%$1.0M———
Miller Investment Management, LP
N/A—6,045-6,045-100%$1.0M———
Elk River Wealth Management LLC
N/A—6,024-6,024-100%$998.6K———
Lummis Asset Management, LP
N/A—5,995-5,995-100%$1.1M———
Parvin Asset Management, LLC
N/A—5,980-5,980-100%$991.2K———
Elgethun Capital Management
N/A—5,965-5,965-100%$988.7K———
Bowen Hanes & Co Inc
N/A—5,963-5,963-100%$1.2M———
CIM Investment Management Inc
N/A—5,882-5,882-100%$975.0K———
OneAscent Wealth Management LLC
N/A—5,869-5,869-100%$972.8K———
Alethea Capital Management, LLC
N/A—5,860-5,860-100%$971.4K———
Park Place Capital Corp
N/A—5,849-5,849-100%$969.5K———
Rexford Capital Inc
N/A—5,808-5,808-100%$962.7K———
Seneca House Advisors
N/A—5,801-5,801-100%$961.6K———
Integrated Investment Consultants, LLC
N/A—5,796-5,796-100%$960.7K———
Fortis Capital Advisors, LLC
N/A—5,746-5,746-100%$952.6K———
Members Trust Co
N/A—5,710-5,710-100%$946.5K———
Piedmont Capital Management, LLC
N/A—5,700-5,700-100%$947.0K———
Beaird Harris Wealth Management, LLC
N/A—5,699-5,699-100%$944.7K———
Aspire Capital Advisors LLC
N/A—5,652-5,652-100%$936.9K———
Kera Capital Partners, Inc.
N/A—5,604-5,604-100%$928.9K———
GatePass Capital, LLC
N/A—5,603-5,603-100%$928.8K———
Alongside, LLC
N/A—5,600-5,600-100%$928.3K———
49 Wealth Management, LLC
N/A—5,600-5,600-100%$928.3K———
Iron Gate Global Advisors LLC
N/A—5,582-5,582-100%$925.3K———
Advisory Research Inc
N/A—5,556-5,556-100%$921.0K———
Prostatis Group LLC
N/A—5,495-5,495-100%$910.8K———
von Borstel & Associates, Inc.
N/A—5,490-5,490-100%$910.0K———
Cozad Asset Management Inc
N/A—5,463-5,463-100%$905.5K———
Sharp Wealth Advisory, LLC
N/A—5,446-5,446-100%$902.8K———
Knightsbridge Asset Management, LLC
N/A—5,431-5,431-100%$900.3K———
Counterweight Ventures, LLC
N/A—5,409-5,409-100%$896.6K———
Core Wealth Advisors, Inc.
N/A—5,401-5,401-100%$895.2K———
Proactive Wealth Strategies LLC
N/A—5,398-5,398-100%$894.8K———
Concentric Capital Strategies, LP
N/A—5,370-5,370-100%$890.1K———
Basecamp Wealth Advisors LLC
N/A—5,365-5,365-100%$889.3K———
Tudor Financial Inc.
N/A—5,357-5,357-100%$888.0K———
Octavia Wealth Advisors, LLC
N/A—5,305-5,305-100%$879.3K———
Keebeck Wealth Management
N/A—5,304-5,304-100%$879.2K———
Redwood Investment Management, LLC
N/A—5,274-5,274-100%$874.0K———
Strategic Wealth Partners, Ltd.
N/A—5,270-5,270-100%$873.5K———
Winning Points Advisors, LLC
N/A—5,261-5,261-100%$540.5K———
Severin Investments, LLC
N/A—5,236-5,236-100%$867.9K———
CoreCommodity Management, LLC
N/A—5,235-5,235-100%$867.8K———
SHP Wealth Management
N/A—5,233-5,233-100%$867.5K———
US Asset Management LLC
N/A—5,229-5,229-100%$866.8K———
Eaton Financial Holdings Company, LLC
N/A—5,228-5,228-100%$866.6K———
Walter & Keenan Wealth Management LLC
N/A—5,221-5,221-100%$865.4K———
Tanglewood Legacy Advisors, LLC
N/A—5,181-5,181-100%$858.8K———
Quent Capital, LLC
N/A—5,176-5,176-100%$857.9K———
Crestmont Private Wealth LLC
N/A—5,160-5,160-100%$855.3K———
Keynote Financial Services LLC
N/A—5,150-5,150-100%$853.7K———
LGT Financial Advisors LLC
N/A—5,132-5,132-100%$850.7K———
Brandywine Trust Co
N/A—5,129-5,129-100%$850.2K———
Wellspring Financial Advisors, LLC
N/A—5,115-5,115-100%$848.0K———
KDT Advisors, LLC
N/A—5,111-5,111-100%$847.2K———
Atlas Legacy Advisors, LLC
N/A—5,108-5,108-100%$846.3K———
ABN Amro Bank N.V.
N/A—5,100-5,100-100%$851.7K———
Cyber Hornet ETFs LLC
N/A—5,097-5,097-100%$844.9K———
Stonebridge Financial Group, LLC / MO
N/A—5,093-5,093-100%$844.2K———
Aegis Wealth Management LLC
N/A—5,091-5,091-100%$843.9K———
Stevens Capital Management LP
N/A—5,091-5,091-100%$844.0K———
Arkos Global Advisors
N/A—5,087-5,087-100%$843.0K———
Ramirez Asset Management, Inc.
N/A—5,042-5,042-100%$835.8K———
MJP Associates Inc
N/A—5,040-5,040-100%$835.5K———
PSI Advisors, LLC
N/A—5,010-5,010-100%$830.5K———
Fund Advisors of America Inc
N/A—5,007-5,007-100%$829.9K———
Viawealth, LLC
N/A—5,001-5,001-100%$829.0K———
Timelo Investment Management Inc.
N/A—5,000-5,000-100%$828.8K———
Vantus Wealth LLC
N/A—4,984-4,984-100%$826.1K———
Samara Investment Management, LLC
N/A—4,983-4,983-100%$826.0K———
Spartan Wealth Advisory Services LLC
N/A—4,943-4,943-100%$819.4K———
Diamant Asset Management, Inc.
N/A—4,919-4,919-100%$815.4K———
Altrafin AG
N/A—4,905-4,905-100%$813.1K———
Evernest Financial Advisors, LLC
N/A—4,904-4,904-100%$812.9K———
Legacy Capital Group California, Inc.
N/A—4,869-4,869-100%$807.1K———
Optas, LLC
N/A—4,861-4,861-100%$805.8K———
ODonnell Financial Services, LLC
N/A—4,826-4,826-100%$800.0K———
Chesapeake Asset Management LLC
N/A—4,825-4,825-100%$799.9K———
Range Advisory, LLC
N/A—4,822-4,822-100%$799.3K———
Trailhead Planners LLC
N/A—4,818-4,818-100%$798.7K———
Vanguard National Trust Co
N/A—4,818-4,818-100%$798.6K———
Vaughan Nelson Investment Management, L.P.
N/A—4,815-4,815-100%$798.1K———
HTG Investment Advisors, Inc.
N/A—4,811-4,811-100%$797.5K———
BSW Wealth Partners
N/A—4,794-4,794-100%$794.7K———
Ruggaard & Associates LLC
N/A—4,783-4,783-100%$792.8K———
Ponta Wealth Partners, LLC
N/A—4,758-4,758-100%$788.7K———
Sunflower Bank, N.A.
N/A—4,745-4,745-100%$786.5K———
CM Wealth Advisors LLC
N/A—4,737-4,737-100%$785.2K———
First National Bank of Hutchinson
N/A—4,721-4,721-100%$782.6K———
Vinva Investment Management Ltd
N/A—4,706-4,706-100%$792.8K———
Oversea-Chinese Banking Corp Ltd
N/A—4,687-4,687-100%$794.7K———
Chancellor Financial Group WB LP
N/A—4,684-4,684-100%$776.4K———
Sandy Cove Advisors, LLC
N/A—4,678-4,678-100%$775.4K———
Walsky Investment Management, Inc.
N/A—4,678-4,678-100%$775.4K———
Indie Asset Partners, LLC
N/A—4,669-4,669-100%$774.0K———
BLI - Banque de Luxembourg Investments
N/A—4,600-4,600-100%$776.6K———
VAN DEN Berg Management I, Inc
N/A—4,592-4,592-100%$761.2K———
Stonebrook Private Inc.
N/A—4,585-4,585-100%$760.1K———
TFR Capital, Llc.
N/A—4,584-4,584-100%$759.8K———
Atom Investors LP
N/A—4,578-4,578-100%$758.8K———
Select Asset Management & Trust
N/A—4,573-4,573-100%$758.0K———
Family Manage LLC
N/A—4,564-4,564-100%$756.5K———
NorthStar Asset Management LLC
N/A—4,564-4,564-100%$756.6K———
Wrapmanager Inc
N/A—4,561-4,561-100%$756.0K———
Access Financial Services, Inc.
N/A—4,540-4,540-100%$752.6K———
Parkwoods Wealth Partners, LLC
N/A—4,520-4,520-100%$749.2K———
Sterneck Capital Management, LLC
N/A—4,514-4,514-100%$748.3K———
Lbmc Investment Advisors, LLC
N/A—4,491-4,491-100%$744.4K———
Miller Capital Partners, Inc.
N/A—4,468-4,468-100%$740.6K———
Harvest Fund Management Co., Ltd
N/A—4,459-4,459-100%$739.0K———
Saranac Partners Ltd
N/A—4,447-4,447-100%$737.1K———
Eldridge Investment Advisors, Inc.
N/A—4,447-4,447-100%$737.1K———
Hurricane Capital Advisors LLC
N/A—4,400-4,400-100%$729.3K———
Jackson Thornton Wealth Management, LLC
N/A—4,391-4,391-100%$727.9K———
South Street Advisors LLC
N/A—4,376-4,376-100%$725.4K———
Glen Eagle Advisors, LLC
N/A—4,343-4,343-100%$719.8K———
Baron Silver Stevens Financial Advisors, LLC
N/A—4,329-4,329-100%$717.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—4,316-4,316-100%$715.4K———
Wescap Management Group, Inc.
N/A—4,303-4,303-100%$713.3K———
Cladis Investment Advisory, LLC
N/A—4,302-4,302-100%$713.1K———
Tulsa Wealth Advisors, Inc
N/A—4,290-4,290-100%$711.1K———
CFO4Life Group, LLC
N/A—4,257-4,257-100%$705.6K———
Birchcreek Wealth Management, LLC
N/A—4,240-4,240-100%$702.8K———
Ascension Capital Advisors, Inc.
N/A—4,232-4,232-100%$701.5K———
Eight 31 Financial, LLC
N/A—4,183-4,183-100%$693.4K———
Tower Wealth Partners, Inc.
N/A—4,162-4,162-100%$689.9K———
Lifeworks Advisors, LLC
N/A—4,153-4,153-100%$688.4K———
J. M. Brown & Associates Inc.
N/A—4,115-4,115-100%$682.0K———
Invictus Private Wealth, LLC
N/A—4,114-4,114-100%$681.9K———
Palumbo Wealth Management LLC
N/A—4,106-4,106-100%$680.7K———
RIK Saylor Financial, Inc.
N/A—4,102-4,102-100%$680.0K———
First Western Trust Bank
N/A—4,099-4,099-100%$679.5K———
Kapstone Financial Advisors LLC
N/A—4,092-4,092-100%$678.3K———
OneAscent Family Office, LLC
N/A—4,088-4,088-100%$677.6K———
GTS Securities LLC
N/A—4,087-4,087-100%$677.5K———
Houlihan Financial Resource Group, Ltd.
N/A—4,084-4,084-100%$677.0K———
Slagle Financial, LLC
N/A—4,068-4,068-100%$674.2K———
Quantessence Capital LLC
N/A—4,066-4,066-100%$674.0K———
Concorde Asset Management, LLC
N/A—4,061-4,061-100%$673.2K———
Ethos Financial Group, LLC
N/A—4,025-4,025-100%$772.2K———
Harbour Wealth Management Group, Inc.
N/A—4,015-4,015-100%$665.5K———
Bank of Marin
N/A—4,005-4,005-100%$663.9K———
Oxford Asset Management LLP
N/A—3,963-3,963-100%$656.9K———
WNY Asset Management, LLC
N/A—3,960-3,960-100%$656.4K———
Trillium Asset Management, LLC
N/A—3,948-3,948-100%$654.4K———
Future Fund LLC
N/A—3,945-3,945-100%$653.9K———
SIG Brokerage, LP
N/A—3,944-3,944-100%$653.8K———
BOK Financial Private Wealth, Inc.
N/A—3,943-3,943-100%$653.6K———
Potomac Fund Management Inc
N/A—3,919-3,919-100%$649.7K———
CacheTech Inc.
N/A—3,901-3,901-100%$646.6K———
Capstone Financial Advisors, Inc.
N/A—3,891-3,891-100%$645.0K———
Madison Wealth Partners, Inc
N/A—3,880-3,880-100%$643.2K———
Fortis Capital Management LLC
N/A—3,879-3,879-100%$642.9K———
Lakeridge Wealth Management LLC
N/A—3,861-3,861-100%$639.9K———
Ridge Creek Global, Inc
N/A—3,850-3,850-100%$638.2K———
Financial Gravity Companies, Inc.
N/A—3,849-3,849-100%$638.1K———
V. M. Manning & Co., Inc.
N/A—3,832-3,832-100%$635.1K———
Sagewood Asset Management LP
N/A—3,825-3,825-100%$634.0K———
Oder Investment Management, LLC
N/A—3,824-3,824-100%$633.9K———
R.m.sincerbeaux Capital Management LLC
N/A—3,816-3,816-100%$632.5K———
Summit Wealth Partners, LLC
N/A—3,809-3,809-100%$631.4K———
Arrowroot Family Office, LLC
N/A—3,801-3,801-100%$630.0K———
SOA Wealth Advisors, Llc.
N/A—3,798-3,798-100%$629.6K———
Hamrick Investment Counsel, llc
N/A—3,783-3,783-100%$627.1K———
Rothschild Capital Partners, LLC
N/A—3,769-3,769-100%$624.8K———
Beto Financial Group, LLC
N/A—3,762-3,762-100%$713.6K———
Opus Investment Management Inc
N/A—3,750-3,750-100%$621.6K———
Wayfinding Financial, LLC
N/A—3,742-3,742-100%$620.0K———
American Alpha Advisors, LLC
N/A—3,714-3,714-100%$615.6K———
Integrity Financial Corp
N/A—3,706-3,706-100%$614.3K———
LM Advisors LLC
N/A—3,693-3,693-100%$615.0K———
Granite Harbor Advisors, Inc.
N/A—3,684-3,684-100%$610.7K———
America First Investment Advisors, LLC
N/A—3,682-3,682-100%$610.3K———
Silver Coast Investments LLC
N/A—3,682-3,682-100%$610.3K———
Berger Financial Group, Inc
N/A—3,679-3,679-100%$609.8K———
Cofg Advisors, LLC
N/A—3,671-3,671-100%$608.6K———
Ballast Advisors LLC
N/A—3,668-3,668-100%$608.0K———
Clarity Financial LLC
N/A—3,663-3,663-100%$607.1K———
Khazanah Nasional Berhad
N/A—3,662-3,662-100%$607.0K———
Ellenbecker Investment Group
N/A—3,656-3,656-100%$606.1K———
Fox Hill Wealth Management
N/A—3,651-3,651-100%$605.1K———
Westmount Partners, LLC
N/A—3,644-3,644-100%$604.1K———
Dash Acquisitions Inc.
N/A—3,642-3,642-100%$716.0K———
Wescott Financial Advisory Group, LLC
N/A—3,641-3,641-100%$603.5K———
Brave Asset Management Inc
N/A—3,636-3,636-100%$602.7K———
Joule Financial, LLC
N/A—3,633-3,633-100%$602.3K———
Charter Research & Investment Group, Inc.
N/A—3,630-3,630-100%$601.7K———
Farringdon Capital, Ltd.
N/A—3,621-3,621-100%$600.2K———
Coppell Advisory Solutions LLC
N/A—3,603-3,603-100%$1.7M———
Faithward Advisors, LLC
N/A—3,598-3,598-100%$596.5K———
HHM Wealth Advisors, LLC
N/A—3,565-3,565-100%$590.9K———
Nine Masts Capital Ltd
N/A—3,558-3,558-100%$589.8K———
Rice Hall James & Associates, LLC
N/A—3,557-3,557-100%$589.6K———
Strathmore Capital Advisors, Inc.
N/A—3,543-3,543-100%$677.0K———
Quest Investment Management LLC
N/A—3,526-3,526-100%$584.5K———
FCA Corp
N/A—3,500-3,500-100%$580.2K———
Drexel Morgan & Co.
N/A—3,500-3,500-100%$580.2K———
Vance Wealth, LLC
N/A—3,497-3,497-100%$579.7K———
MA Private Wealth
N/A—3,487-3,487-100%$578.0K———
Richmond Brothers, Inc.
N/A—3,475-3,475-100%$576.1K———
White Wing Wealth Management
N/A—3,462-3,462-100%$573.9K———
Mmbg Investment Advisors Co.
N/A—3,450-3,450-100%$571.9K———
Prosperity Bancshares Inc
N/A—3,447-3,447-100%$571.4K———
Old North State Trust, LLC
N/A—3,436-3,436-100%$570.0K———
Strive Financial Group,LLC
N/A—3,425-3,425-100%$567.7K———
Blue Edge Capital, LLC
N/A—3,423-3,423-100%$567.4K———
Front Street Capital Management, Inc.
N/A—3,401-3,401-100%$563.8K———
Pointe Capital Management LLC
N/A—3,380-3,380-100%$560.3K———
1248 Management, LLC
N/A—3,377-3,377-100%$559.8K———
Millstone Evans Group, LLC
N/A—3,373-3,373-100%$559.2K———
Roberts Glore & Co Inc
N/A—3,364-3,364-100%$557.5K———
Rock Point Advisors, LLC
N/A—3,359-3,359-100%$556.8K———
Wilkinson Global Asset Management LLC
N/A—3,348-3,348-100%$555.0K———
Secured Retirement Advisors, LLC
N/A—3,343-3,343-100%$554.2K———
Pgim Custom Harvest LLC
N/A—3,330-3,330-100%$552.0K———
Sandro Wealth Management LLC
N/A—3,327-3,327-100%$551.6K———
Chase Investment Counsel Corp
N/A—3,315-3,315-100%$549.0K———
Bulltick Wealth Management, LLC
N/A—3,287-3,287-100%$544.9K———
Aberdeen Wealth Management LLC
N/A—3,239-3,239-100%$536.9K———
Ducere Wealth Management LLC
N/A—3,222-3,222-100%$534.1K———
Pacific SUN Financial Corp
N/A—3,207-3,207-100%$531.6K———
Smart Money Group LLC
N/A—3,206-3,206-100%$531.5K———
N.E.W. Advisory Services LLC
N/A—3,205-3,205-100%$531.3K———
Leigh Baldwin & Co., LLC
N/A—3,202-3,202-100%$530.7K———
Nicholson Wealth Management Group, LLC
N/A—3,198-3,198-100%$530.1K———
Owen LaRue, LLC
N/A—3,191-3,191-100%$528.9K———
Pennington Partners & Co., LLC
N/A—3,191-3,191-100%$528.9K———
One Wealth Advisors, LLC
N/A—3,176-3,176-100%$526.5K———
Cahill Financial Advisors Inc
N/A—3,163-3,163-100%$524.3K———
Avant Capital LLC
N/A—3,155-3,155-100%$523.0K———
Tandem Financial, LLC
N/A—3,141-3,141-100%$520.7K———
Star Financial Bank
N/A—3,124-3,124-100%$517.8K———
Frisch Financial Group, Inc.
N/A—3,115-3,115-100%$516.3K———
SBI Okasan Asset Management Co.Ltd.
N/A—3,100-3,100-100%$522.3K———
HC Advisors, LLC
N/A—3,097-3,097-100%$513.4K———
Reliant Investment Partners, LLC
N/A—3,090-3,090-100%$512.1K———
New World Advisors LLC
N/A—3,066-3,066-100%$508.2K———
Hodges Capital Management Inc.
N/A—3,061-3,061-100%$507.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,029-3,029-100%$502.1K———
S&T Bank
N/A—3,023-3,023-100%$501.1K———
Taylor Hoffman Capital Management LLC
N/A—3,016-3,016-100%$499.9K———
Ashford Capital Management Inc
N/A—3,015-3,015-100%$499.8K———
Greenwich Wealth Management LLC
N/A—2,987-2,987-100%$495.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,962-2,962-100%$491.0K———
Clarion Wealth Managment Partners, LLC
N/A—2,952-2,952-100%$489.3K———
Capital Investment Management, Inc.
N/A—2,951-2,951-100%$489.1K———
Wall Street Financial Group, Inc.
N/A—2,947-2,947-100%$488.5K———
Compton Financial Group, LLC
N/A—2,944-2,944-100%$488.0K———
German American Bancorp, Inc.
N/A—2,941-2,941-100%$487.5K———
Sompo Asset Management Co., Ltd.
N/A—2,927-2,927-100%$485.2K———
Northstar Advisory Group, LLC
N/A—2,922-2,922-100%$484.4K———
EWA, LLC
N/A—2,918-2,918-100%$483.7K———
Marshall Financial Group, LLC
N/A—2,899-2,899-100%$480.6K———
Wilson & Boucher Capital Management, LLC
N/A—2,866-2,866-100%$475.1K———
WPWealth LLP
N/A—2,860-2,860-100%$474.1K———
Flatrock Wealth Partners LLC
N/A—2,850-2,850-100%$472.4K———
Baltimore-Washington Financial Advisors, Inc.
N/A—2,834-2,834-100%$469.9K———
Liberty Square Wealth Partners LLC
N/A—2,831-2,831-100%$469.3K———
Strategies Wealth Advisors, LLC
N/A—2,823-2,823-100%$467.9K———
Blom & Howell Financial Planning, Inc.
N/A—2,814-2,814-100%$466.5K———
Corus Family Wealth Advisors
N/A—2,803-2,803-100%$464.7K———
GSA Capital Partners LLP
N/A—2,798-2,798-100%$464.0K———
Alan B Lancz & Associates, Inc.
N/A—2,784-2,784-100%$461.5K———
Truepoint, Inc.
N/A—2,774-2,774-100%$459.8K———
Vawter Financial, Ltd.
N/A—2,773-2,773-100%$459.7K———
Hamilton Capital Partners, LLC
N/A—2,750-2,750-100%$455.8K———
Bravera Wealth
N/A—2,743-2,743-100%$454.7K———
Rwwm, Inc.
N/A—2,728-2,728-100%$452.2K———
Barnes Pettey Financial Advisors, LLC
N/A—2,724-2,724-100%$451.5K———
Laraway Financial Advisors Inc
N/A—2,710-2,710-100%$449.2K———
Leo H. Evart, Inc.
N/A—2,710-2,710-100%$449.1K———
Keating Financial Advisory Services, Inc.
N/A—2,701-2,701-100%$447.7K———
Cohen & Steers, Inc.
N/A—2,700-2,700-100%$448.0K———
Rockbridge Asset Management LLC
N/A—2,695-2,695-100%$446.7K———
Black Swift Group, LLC
N/A—2,695-2,695-100%$446.7K———
Brogan Financial, Inc.
N/A—2,690-2,690-100%$445.9K———
Lavaca Capital LLC
N/A—2,679-2,679-100%$444.1K———
Sykon Capital LLC
N/A—2,677-2,677-100%$443.7K———
Bcgm Wealth Management, LLC
N/A—2,673-2,673-100%$443.1K———
360 Financial, Inc.
N/A—2,658-2,658-100%$440.6K———
Strategic Financial Concepts, LLC
N/A—2,654-2,654-100%$440.0K———
VestGen Investment Management
N/A—2,654-2,654-100%$439.9K———
Basepoint Wealth LLC
N/A—2,640-2,640-100%$437.6K———
Talisman Wealth Advisors LLC
N/A—2,633-2,633-100%$436.4K———
Sovereign Financial Group, Inc.
N/A—2,628-2,628-100%$435.6K———
January Capital Advisors LLC
N/A—2,618-2,618-100%$434.0K———
Silvant Capital Management LLC
N/A—2,615-2,615-100%$433.5K———
Continental Investors Services, Inc.
N/A—2,599-2,599-100%$483.1K———
AlphaGrep UK Ltd
N/A—2,590-2,590-100%$429.3K———
NWK Group, Inc.
N/A—2,585-2,585-100%$428.5K———
Menard Financial Group LLC
N/A—2,572-2,572-100%$426.3K———
American Money Management, LLC
N/A—2,566-2,566-100%$425.3K———
Ketron Financial
N/A—2,565-2,565-100%$425.2K———
Capstone Wealth Management, Inc.
N/A—2,562-2,562-100%$426.4K———
Sky-Mountain Capital Management, Inc.
N/A—2,559-2,559-100%$424.2K———
Bouchey Financial Group, Ltd.
N/A—2,558-2,558-100%$424.0K———
Steigerwald, Gordon & Koch Inc.
N/A—2,531-2,531-100%$419.5K———
Strategic Investment Solutions, Inc.
N/A—2,519-2,519-100%$417.5K———
Advance Capital Management, Inc.
N/A—2,514-2,514-100%$416.7K———
Bruce G. Allen Investments, LLC
N/A—2,507-2,507-100%$415.6K———
HFR Wealth Management, LLC
N/A—2,502-2,502-100%$414.7K———
Sequent Asset Management, LLC
N/A—2,502-2,502-100%$414.7K———
TD Capital Management LLC
N/A—2,502-2,502-100%$414.7K———
Seeds Investor LLC
N/A—2,497-2,497-100%$413.9K———
Summit Wealth Group, LLC
N/A—2,479-2,479-100%$410.9K———
Gardner Russo & Quinn LLC
N/A—2,470-2,470-100%$409.4K———
Sequent Planning LLC
N/A—2,462-2,462-100%$408.1K———
Aventura Private Wealth, LLC
N/A—2,461-2,461-100%$407.9K———
Medallion Wealth Advisors, LLC
N/A—2,452-2,452-100%$406.6K———
UP Strategic Wealth Investment Advisors LLC
N/A—2,446-2,446-100%$455.9K———
BlackDiamond Wealth Management, LLC
N/A—2,437-2,437-100%$475.0K———
Bridgefront Capital, LLC
N/A—2,434-2,434-100%$403.5K———
Old Mission Capital LLC
N/A—2,429-2,429-100%$405.7K———
Novak & Powell Financial Services, Inc.
N/A—2,419-2,419-100%$401.0K———
Caerus Investment Advisors, LLC
N/A—2,410-2,410-100%$399.5K———
FSB Premier Wealth Management, Inc.
N/A—2,409-2,409-100%$399.3K———
Bank of the Bluegrass & Trust Co.
N/A—2,404-2,404-100%$490.9K———
WealthShield Partners, LLC
N/A—2,400-2,400-100%$397.8K———
TAGStone Capital, Inc.
N/A—2,399-2,399-100%$397.7K———
Yarger Wealth Strategies, LLC
N/A—2,393-2,393-100%$422.1K———
Alesco Advisors, LLC, An ESL Co
N/A—2,387-2,387-100%$395.7K———
Hudson Bay Capital Management LP
N/A—2,380-2,380-100%$394.5K———
Planning Alternatives LTD
N/A—2,372-2,372-100%$393.1K———
Pacific Point Advisors, LLC
N/A—2,360-2,360-100%$391.2K———
Atlantic Family Wealth, LLC
N/A—2,355-2,355-100%$390.4K———
Retirement Planning Group, LLC / NY
N/A—2,339-2,339-100%$387.8K———
FOX RUN Management, L.L.C.
N/A—2,332-2,332-100%$386.6K———
Capula Management Ltd
N/A—2,331-2,331-100%$386.4K———
AdvisorShares Investments LLC
N/A—2,320-2,320-100%$384.6K———
Fiduciary Financial Advisors
N/A—2,304-2,304-100%$380.5K———
Concord Investment Counsel Inc.
N/A—2,294-2,294-100%$380.3K———
Kirkwood Financial Services
N/A—2,288-2,288-100%$379.2K———
Aspen Grove Capital, LLC
N/A—2,283-2,283-100%$378.7K———
V2 Financial group LLC
N/A—2,276-2,276-100%$377.3K———
GW&K Investment Management, LLC
N/A—2,269-2,269-100%$376.0K———
Nvest Financial, LLC
N/A—2,266-2,266-100%$375.6K———
One Charles Private Wealth Services, LLC
N/A—2,252-2,252-100%$373.3K———
Rosenblum Silverman Sutton S F Inc
N/A—2,232-2,232-100%$370.1K———
Mason & Associates Inc
N/A—2,229-2,229-100%$369.5K———
Strategic Financial Services, Inc.
N/A—2,221-2,221-100%$368.2K———
Blackstone Inc.
N/A—2,212-2,212-100%$366.7K———
Bluefin Capital Management, LLC
N/A—2,200-2,200-100%$364.7K———
Wallace Capital Management Inc.
N/A—2,195-2,195-100%$363.8K———
Wick Capital Partners, LLC
N/A—2,191-2,191-100%$363.2K———
Purpose Unlimited Inc.
N/A—2,182-2,182-100%$362.8K———
Chesapeake Capital Corp
N/A—2,176-2,176-100%$360.7K———
Diker Management LLC
N/A—2,176-2,176-100%$361.0K———
BTC Capital Management, Inc.
N/A—2,174-2,174-100%$360.4K———
Claris Advisors, LLC / MO /
N/A—2,167-2,167-100%$359.2K———
URS Advisory LLC
N/A—2,162-2,162-100%$358.4K———
Regatta Research & Money Management
N/A—2,160-2,160-100%$357.8K———
Royal Capital Wealth Management, LLC
N/A—2,159-2,159-100%$357.9K———
Loomis Sayles & Co L P
N/A—2,158-2,158-100%$357.6K———
Capasso Planning Partners LLC
N/A—2,157-2,157-100%$357.5K———
Wharton Business Group, LLC
N/A—2,149-2,149-100%$356.2K———
Mizuho Markets Americas LLC
N/A—2,147-2,147-100%$355.9K———
Paces Ferry Wealth Advisors, LLC
N/A—2,138-2,138-100%$354.3K———
Meramec Financial Planners, LLC
N/A—2,132-2,132-100%$405.1K———
Cascade Financial Partners, LLC
N/A—2,115-2,115-100%$350.6K———
Betterment LLC
N/A—2,085-2,085-100%$346.0K———
Dunhill Financial, LLC
N/A—2,085-2,085-100%$345.7K———
5T Wealth, LLC
N/A—2,084-2,084-100%$345.4K———
Landscape Capital Management, L.L.C.
N/A—2,068-2,068-100%$342.8K———
Campbell Deegan Wealth Management, LLC
N/A—2,066-2,066-100%$342.4K———
Mokan Wealth Management Inc.
N/A—2,064-2,064-100%$342.0K———
Peak Retirement Planning, Inc.
N/A—2,062-2,062-100%$341.8K———
Adams Wealth Management
N/A—2,054-2,054-100%$340.5K———
S Harris Financial Group, LLC
N/A—2,040-2,040-100%$338.1K———
Gentry Private Wealth, LLC
N/A—2,038-2,038-100%$337.8K———
Synergy Financial Group, LTD
N/A—2,037-2,037-100%$337.7K———
WFA of San Diego, LLC
N/A—2,031-2,031-100%$401.5K———
Investment Advisory Group, LLC
N/A—2,021-2,021-100%$335.0K———
White Knight Strategic Wealth Advisors, LLC
N/A—2,020-2,020-100%$334.8K———
Quantum Portfolio Management LLC
N/A—2,018-2,018-100%$334.5K———
Legacy Wealth Advisors, LLC
N/A—2,008-2,008-100%$332.8K———
FWG Holdings, LLC
N/A—2,004-2,004-100%$390.4K———
Aristotle Atlantic Partners, LLC
N/A—2,000-2,000-100%$331.5K———
Blalock Williams, LLC
N/A—1,997-1,997-100%$331.0K———
Polymer Capital Management (US) LLC
N/A—1,991-1,991-100%$330.0K———
Garden State Investment Advisory Services LLC
N/A—1,968-1,968-100%$326.2K———
Mcguire Capital Advisors Inc
N/A—1,955-1,955-100%$324.1K———
Kahn Brothers Group Inc
N/A—1,953-1,953-100%$323.7K———
Omnia Family Wealth, LLC
N/A—1,944-1,944-100%$322.2K———
Earnest Partners LLC
N/A—1,942-1,942-100%$321.9K———
Balanced Wealth Group LLC
N/A—1,934-1,934-100%$320.7K———
Christine Messmer PC
N/A—1,929-1,929-100%$319.8K———
Voya Financial Advisors, Inc.
N/A—1,915-1,915-100%$322.6K———
Mission Hills Financial Advisory, LLC
N/A—1,912-1,912-100%$317.0K———
FreeGulliver LLC
N/A—1,892-1,892-100%$313.6K———
Bayesian Capital Management, LP
N/A—1,882-1,882-100%$312.0K———
Cura Wealth Advisors, LLC
N/A—1,880-1,880-100%$311.6K———
City National Bank of Florida
N/A—1,877-1,877-100%$311.1K———
EQ Wealth Advisors, LLC
N/A—1,876-1,876-100%$311.0K———
Allied Private Wealth LLC
N/A—1,872-1,872-100%$329.5K———
PlanVest Financial, Inc
N/A—1,868-1,868-100%$309.6K———
WJ Financial Advisors LLC
N/A—1,853-1,853-100%$307.2K———
Goldstone Financial Group, LLC
N/A—1,847-1,847-100%$306.1K———
Wellington-Altus USA Inc.
N/A—1,838-1,838-100%$380.3K———
Imprint Wealth LLC
N/A—1,838-1,838-100%$304.7K———
Bluebird Wealth Management LLC
N/A—1,832-1,832-100%$303.7K———
Pinnacle Family Advisors, LLC
N/A—1,829-1,829-100%$303.2K———
Theory Financial LLC
N/A—1,828-1,828-100%$303.0K———
Orion Investment Co
N/A—1,826-1,826-100%$302.7K———
Concentrum Wealth Management
N/A—1,824-1,824-100%$302.4K———
Numerai GP LLC
N/A—1,822-1,822-100%$302.0K———
Highland Investment Advisors LLC
N/A—1,811-1,811-100%$300.2K———
Roble, Belko & Company, Inc
N/A—1,809-1,809-100%$300.0K———
Aimz Investment Advisors, LLC
N/A—1,802-1,802-100%$298.8K———
Evergreen Wealth Partners LLC
N/A—1,799-1,799-100%$298.1K———
Westshore Wealth, LLC
N/A—1,793-1,793-100%$297.2K———
LifePlan Investment Advisors, Inc.
N/A—1,791-1,791-100%$296.9K———
SK Wealth Management, LLC
N/A—1,771-1,771-100%$345.3K———
Vision Retirement, LLC
N/A—1,770-1,770-100%$293.4K———
D L Carlson Investment Group Inc
N/A—1,765-1,765-100%$292.6K———
Boreal Capital Management LLC
N/A—1,764-1,764-100%$292.4K———
BCS Private Wealth Management, Inc.
N/A—1,749-1,749-100%$289.9K———
Bay Rivers Group
N/A—1,748-1,748-100%$289.7K———
X-Square Capital, LLC
N/A—1,741-1,741-100%$289.0K———
Vines Capital Management, LLC
N/A—1,738-1,738-100%$288.1K———
Hilltop Partners LLC
N/A—1,726-1,726-100%$286.1K———
Compass Capital Corp
N/A—1,721-1,721-100%$338.0K———
Pursuit Wealth Strategies, LLC
N/A—1,717-1,717-100%$284.6K———
Invst, LLC
N/A—1,715-1,715-100%$284.4K———
Blue Chip Partners, LLC
N/A—1,712-1,712-100%$283.7K———
Valtrion Capital Management, LLC
N/A—1,708-1,708-100%$283.0K———
First Wilshire Securities Management Inc
N/A—1,705-1,705-100%$282.6K———
CTC Alternative Strategies, Ltd.
N/A—1,700-1,700-100%$281.8K———
ESL Trust Services, LLC
N/A—1,700-1,700-100%$281.8K———
American Trust
N/A—1,696-1,696-100%$281.1K———
Broadleaf Partners, LLC
N/A—1,696-1,696-100%$281.1K———
Elm Partners Management LLC
N/A—1,692-1,692-100%$280.5K———
Francis Financial, Inc.
N/A—1,677-1,677-100%$278.0K———
Payne Capital Management, LLC
N/A—1,675-1,675-100%$277.6K———
Peloton Wealth Strategists
N/A—1,669-1,669-100%$277.0K———
Harvest Investment Services, LLC
N/A—1,662-1,662-100%$275.5K———
Advocacy Wealth Management, LLC
N/A—1,658-1,658-100%$274.8K———
Wexford Capital LP
N/A—1,653-1,653-100%$274.0K———
Denver Wealth Management, Inc.
N/A—1,650-1,650-100%$273.6K———
OneAscent Investment Solutions LLC
N/A—1,644-1,644-100%$272.5K———
Intellus Advisors LLC
N/A—1,641-1,641-100%$272.0K———
Bravias Capital Group, LLC
N/A—1,639-1,639-100%$271.7K———
Twin Peaks Wealth Advisors, LLC
N/A—1,637-1,637-100%$271.4K———
Warner Group LLC
N/A—1,628-1,628-100%$269.9K———
Harvey Capital Management Inc
N/A—1,625-1,625-100%$269.4K———
KKM Financial LLC
N/A—1,624-1,624-100%$269.2K———
SIH Partners, Lllp
N/A—1,621-1,621-100%$268.7K———
Unconventional Investor, LLC
N/A—1,619-1,619-100%$268.4K———
CMT Capital Markets Trading GmbH
N/A—1,618-1,618-100%$268.0K———
Wood Tarver Financial Group, LLC
N/A—1,596-1,596-100%$264.0K———
Hall Capital Management Co Inc
N/A—1,594-1,594-100%$264.2K———
Krane Funds Advisors LLC
N/A—1,589-1,589-100%$263.4K———
Prestige Wealth Management Group LLC
N/A—1,572-1,572-100%$260.6K———
Holistic Financial Partners
N/A—1,568-1,568-100%$259.9K———
Seaside Wealth Management, Inc.
N/A—1,565-1,565-100%$259.4K———
Clarendon Private LLC
N/A—1,564-1,564-100%$259.2K———
Prepared Retirement Institute LLC
N/A—1,552-1,552-100%$257.2K———
Consilio Wealth Advisors, LLC
N/A—1,547-1,547-100%$256.4K———
One Wealth Map LLC
N/A—1,537-1,537-100%$294.8K———
IAM Advisory, LLC
N/A—1,526-1,526-100%$253.0K———
Strategic Financial Partners, Ltd.
N/A—1,523-1,523-100%$252.6K———
Caden Capital Partners, LP
N/A—1,516-1,516-100%$251.3K———
J Hagan Capital, Inc.
N/A—1,516-1,516-100%$251.3K———
Talon Private Wealth, LLC
N/A—1,515-1,515-100%$251.1K———
Summit Wealth & Retirement Planning, Inc.
N/A—1,512-1,512-100%$250.6K———
Maxele Advisors, LLC
N/A—1,510-1,510-100%$250.3K———
OakTrust Wealth Advisors, LLC
N/A—1,505-1,505-100%$249.5K———
Horizon Bancorp Inc
N/A—1,505-1,505-100%$249.0K———
Jupiter Wealth Management LLC
N/A—1,500-1,500-100%$248.6K———
Waterford Advisors, LLC
N/A—1,497-1,497-100%$248.1K———
Genesis Financial Group, LLC
N/A—1,497-1,497-100%$248.1K———
Ankerstar Wealth, LLC
N/A—1,496-1,496-100%$248.1K———
Bank of Nova Scotia Trust Co
N/A—1,492-1,492-100%$247.3K———
Steadtrust LLC
N/A—1,488-1,488-100%$246.6K———
Cetera Trust Company, N.a
N/A—1,487-1,487-100%$246.5K———
Tobias Financial Advisors, Inc.
N/A—1,472-1,472-100%$244.0K———
Entelevest, LLC
N/A—1,456-1,456-100%$241.4K———
M3 Advisory Group, LLC
N/A—1,451-1,451-100%$240.5K———
Intrepid Capital Management Inc
N/A—1,450-1,450-100%$240.4K———
Legend Capital Advisors LLC
N/A—1,450-1,450-100%$240.4K———
Axis Wealth Partners, LLC
N/A—1,449-1,449-100%$240.2K———
Cedarwood Wealth LLC
N/A—1,445-1,445-100%$239.6K———
Wealth Advisors of Iowa, LLC
N/A—1,444-1,444-100%$239.3K———
SSI Investment Management LLC
N/A—1,443-1,443-100%$239.2K———
M1 Capital Management LLC
N/A—1,442-1,442-100%$239.0K———
Petra Financial Advisors Inc
N/A—1,436-1,436-100%$238.0K———
Delos Wealth Advisors, LLC
N/A—1,435-1,435-100%$237.8K———
Interactive Financial Advisors, Inc.
N/A—1,398-1,398-100%$231.7K———
Alpha Financial Partners LLC
N/A—1,387-1,387-100%$229.9K———
Red Wave Investments LLC
N/A—1,385-1,385-100%$229.6K———
Daybright Advisory Services, Inc.
N/A—1,382-1,382-100%$272.1K———
Ninepoint Partners LP
N/A—1,381-1,381-100%$228.9K———
Quarry LP
N/A—1,378-1,378-100%$228.4K———
Affinity Wealth Management LLC
N/A—1,372-1,372-100%$227.5K———
Twin Lakes Capital Management, LLC
N/A—1,365-1,365-100%$226.2K———
Vistica Wealth Advisors, LLC
N/A—1,358-1,358-100%$225.1K———
Harris Associates L P
N/A—1,350-1,350-100%$223.8K———
Sachetta, LLC
N/A—1,341-1,341-100%$222.3K———
Circle Wealth Management, LLC
N/A—1,336-1,336-100%$221.5K———
Stembrook Asset Management, LLC
N/A—1,332-1,332-100%$220.8K———
Intesa Sanpaolo S.p.A.
N/A—1,330-1,330-100%$219.7K———
AFT, Forsyth & Company, Inc.
N/A—1,323-1,323-100%$219.3K———
Riverview Trust Co
N/A—1,322-1,322-100%$219.1K———
Sciencast Management LP
N/A—1,321-1,321-100%$219.0K———
Henson-Edgewater Management, LLC
N/A—1,320-1,320-100%$259.5K———
Disciplined Investors, L.L.C.
N/A—1,318-1,318-100%$218.5K———
Private Wealth Advisors, LLC
N/A—1,318-1,318-100%$218.5K———
Cedar Wealth Management, LLC
N/A—1,313-1,313-100%$217.6K———
Graticule Asia Macro Advisors LLC
N/A—1,310-1,310-100%$217.1K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,302-1,302-100%$215.9K———
Bellevue Asset Management, LLC
N/A—1,302-1,302-100%$215.8K———
TPG Financial Advisors, LLC
N/A—1,296-1,296-100%$214.8K———
Alta Wealth Advisors LLC
N/A—1,293-1,293-100%$214.3K———
Annandale Capital, LLC
N/A—1,289-1,289-100%$214.0K———
Meridian Wealth Partners, LLC
N/A—1,285-1,285-100%$213.1K———
Sovereign Investment Advisors, LLC
N/A—1,281-1,281-100%$212.3K———
Payne Capital LLC
N/A—1,279-1,279-100%$212.0K———
First Dallas Securities Inc.
N/A—1,279-1,279-100%$212.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,275-1,275-100%$211.3K———
BlueStem Wealth Partners, LLC
N/A—1,268-1,268-100%$210.2K———
Northstar Group, Inc.
N/A—1,264-1,264-100%$209.6K———
VSM Wealth Advisory, LLC
N/A—1,263-1,263-100%$209.3K———
Mrwm Advisors, LLC
N/A—1,263-1,263-100%$209.4K———
Resolute Wealth Strategies, LLC
N/A—1,261-1,261-100%$209.0K———
Neo Ivy Capital Management
N/A—1,239-1,239-100%$205.4K———
American Financial Advisors, LLC
N/A—1,238-1,238-100%$205.2K———
Vantage Point Financial LLC
N/A—1,234-1,234-100%$204.6K———
Prospect Financial Services LLC
N/A—1,231-1,231-100%$204.0K———
Financial Plan, Inc.
N/A—1,228-1,228-100%$203.6K———
Orcam Financial Group
N/A—1,224-1,224-100%$202.9K———
Avalon Trust Co
N/A—1,218-1,218-100%$201.9K———
EntryPoint Capital, LLC
N/A—1,211-1,211-100%$200.7K———
Everest Private Wealth
N/A—1,207-1,207-100%$200.1K———
Heartland Advisors Inc
N/A—1,200-1,200-100%$198.9K———
Ogorek Anthony Joseph
N/A—1,196-1,196-100%$198.0K———
Atlas Capital Advisors Inc.
N/A—1,176-1,176-100%$194.9K———
Kerr Financial Planning Corp
N/A—1,152-1,152-100%$190.9K———
Front Row Advisors LLC
N/A—1,139-1,139-100%$224.1K———
Daner Wealth Management, LLC
N/A—1,123-1,123-100%$222.0K———
1015 Capital Partners, LLC
N/A—1,088-1,088-100%$180.3K———
Tripletail Wealth Management, LLC
N/A—1,075-1,075-100%$181.9K———
Synergy Investment Management, LLC
N/A—1,067-1,067-100%$200.2K———
Bernard Wealth Management Corp.
N/A—1,040-1,040-100%$172.4K———
Westfuller Advisors, LLC
N/A—1,014-1,014-100%$168.2K———
NI Acquisitions Company, LLC
N/A—999-999-100%$106.4K———
Fi3 Financial Advisors, LLC
N/A—966-966-100%$230.9K———
WealthCollab, LLC
N/A—959-959-100%$159.0K———
Twin Tree Management, LP
N/A—941-941-100%$156.0K———
Frazier Financial Advisors, LLC
N/A—900-900-100%$149.2K———
Cascades Capital Asset Management, LLC
N/A—847-847-100%$140.4K———
Silicon Valley Capital Partners
N/A—825-825-100%$136.7K———
Proffitt & Goodson Inc
N/A—817-817-100%$135.4K———
Rialto Wealth Management, LLC
N/A—816-816-100%$135.3K———
Cornerstone Financial Management LLC
N/A—805-805-100%$133.4K———
Security National Bank of Sioux City Iowa
N/A—782-782-100%$129.6K———
Corient IA LP
N/A—750-750-100%$124.3K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—725-725-100%$120.2K———
Kemnay Advisory Services Inc.
N/A—713-713-100%$118.2K———
Abound Financial, LLC
N/A—699-699-100%$115.9K———
Dogwood Wealth Management LLC
N/A—694-694-100%$115.1K———
Allianz SE
N/A—642-642-100%$106.4K———
Measured Wealth Private Client Group, LLC
N/A—627-627-100%$104.0K———
Mark Sheptoff Financial Planning, LLC
N/A—621-621-100%$102.9K———
Walsh & Associates, LLC
N/A—621-621-100%$102.9K———
HighMark Wealth Management LLC
N/A—605-605-100%$100.2K———
Osterweis Capital Management Inc
N/A—598-598-100%$99.1K———
Nalls Sherbakoff Group, LLC
N/A—593-593-100%$98.3K———
Copia Wealth Management
N/A—591-591-100%$98.0K———
Napier Financial, LLC
N/A—574-574-100%$95.1K———
Limestone Investment Advisors LP
N/A—560-560-100%$92.8K———
Mpwm Advisory Solutions, LLC
N/A—554-554-100%$91.9K———
Orion Capital Management LLC
N/A—539-539-100%$89.4K———
Caitlin John, LLC
N/A—537-537-100%$89.1K———
Raelipskie Partnership
N/A—525-525-100%$87.0K———
Godfrey Financial Associates, Inc.
N/A—517-517-100%$85.7K———
KEB Asset Management, LLC
N/A—506-506-100%$83.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—498-498-100%$82.5K———
JTC Employer Solutions Trustee Ltd
N/A—479-479-100%$80.0K———
Index Technologies Group LLC
N/A—456-456-100%$75.6K———
Darwin Wealth Management, LLC
N/A—455-455-100%$75.5K———
Nova Wealth Management, Inc.
N/A—453-453-100%$75.1K———
Graney & King, LLC
N/A—434-434-100%$72.0K———
Toews Corp
N/A—429-429-100%$71.1K———
Raffa Wealth Management, LLC
N/A—424-424-100%$70.3K———
Seneschal Advisors, LLC
N/A—403-403-100%$66.8K———
Manning & Napier Advisors LLC
N/A—390-390-100%$65.7K———
Wiser Advisor Group LLC
N/A—380-380-100%$62.9K———
1 North Wealth Services LLC
N/A—333-333-100%$55.2K———
Tacita Capital Inc
N/A—284-284-100%$47.1K———
Cbiz Investment Advisory Services, LLC
N/A—277-277-100%$57.3K———
Picton Mahoney Asset Management
N/A—272-272-100%$45.1K———
JDM Financial Group LLC
N/A—266-266-100%$44.1K———
MRP Capital Investments, LLC
N/A—264-264-100%$43.8K———
Fourth Dimension Wealth, LLC
N/A—253-253-100%$41.9K———
Consultiva Wealth Management, Corp.
N/A—246-246-100%$40.8K———
Investors Portfolio Services LLC
N/A—214-214-100%$35.5K———
Atlantic Private Wealth, LLC
N/A—209-209-100%$34.7K———
Marshall Investment Management, LLC
N/A—197-197-100%$32.7K———
Swan Capital LLC
N/A—186-186-100%$30.8K———
Kilter Group LLC
N/A—167-167-100%$27.7K———
Penserra Capital Management LLC
N/A—165-165-100%$27———
Westend Capital Management, LLC
N/A—147-147-100%$24.4K———
Accent Capital Management, LLC
N/A—141-141-100%$23.4K———
Richard W. Paul & Associates, LLC
N/A—131-131-100%$21.7K———
Philadelphia Investment Partners, LLC
N/A—104-104-100%$17.2K———
Oakmont Advisory Group, LLC
N/A—97-97-100%$16.1K———
Clal Insurance Enterprises Holdings Ltd
N/A—96-96-100%$16.0K———
Security National Bank of SO DAK
N/A—91-91-100%$15.1K———
Financial Avengers, Inc.
N/A—72-72-100%$12.0K———
Longview Financial Advisors LLC
N/A—68-68-100%$11.3K———
Sankala Group LLC
N/A—66-66-100%$13.6K———
Atomic Invest LLC
N/A—63-63-100%$10.7K———
HFM Investment Advisors, LLC
N/A—47-47-100%$7.8K———
Park Square Financial Group, LLC
N/A—44-44-100%$7.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—43-43-100%$7.1K———
Harborfront Financial Group LLC
N/A—23-23-100%$3.7K———
Luminist Capital LLC
N/A—23-23-100%$3.8K———
Ross\johnson & Associates LLC
N/A—21-21-100%$3.5K———
Virtus Advisers, LLC
N/A—16-16-100%$2.7K———
C M Bidwell & Associates LTD
N/A—13-13-100%$2.2K———
Osbon Capital Management LLC
N/A—11-11-100%$1.8K———
Vanguard Advisers Inc
N/A—9-9-100%$1.5K———
Minot DeBlois Advisors LLC
N/A—6-6-100%$950———
Persistent Asset Partners Ltd
N/A—1-1-100%$168———
Cordant, Inc.
N/A—1-1-100%$188———
Game Plan Financial Advisors, LLC
N/A—1-1-100%$166———
Showing 4374 of 4374 institutions